688234 天岳先进
已收盘 06-01 15:00:00
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天岳先进(688234)披露2025年年度股东会决议公告,6月1日股价下跌7.56%
证券之星 · 17:40
天岳先进(688234)披露2025年年度股东会决议公告,6月1日股价下跌7.56%
每周股票复盘:天岳先进(688234)现6笔大宗交易机构净买入3478万
证券之星 · 05-31 01:14
每周股票复盘:天岳先进(688234)现6笔大宗交易机构净买入3478万
半导体板块持续走低
第一财经 · 05-29
半导体板块持续走低
天岳先进(688234)披露持股5%以上股东权益变动触及1%刻度的提示性公告,5月28日股价下跌2.06%
证券之星 · 05-28
天岳先进(688234)披露持股5%以上股东权益变动触及1%刻度的提示性公告,5月28日股价下跌2.06%
股市必读:5月27日天岳先进现4笔折价10%的大宗交易 合计成交8145.72万元
证券之星 · 05-28
股市必读:5月27日天岳先进现4笔折价10%的大宗交易 合计成交8145.72万元
天岳先进涨超15%!海外研究机构:碳化硅(SiC)是目前AI领域被严重忽略的主线
每日经济新闻 · 05-27
天岳先进涨超15%!海外研究机构:碳化硅(SiC)是目前AI领域被严重忽略的主线
碳化硅概念股早盘全线走高 天岳先进大涨逾17%英诺赛科涨逾12%
新浪港股 · 05-27
碳化硅概念股早盘全线走高 天岳先进大涨逾17%英诺赛科涨逾12%
港股异动 | 天岳先进(02631)最高涨超20% AI电源带动碳化硅行业景气提升 机构判断需求有望实现近8倍增长
智通财经 · 05-27
港股异动 | 天岳先进(02631)最高涨超20% AI电源带动碳化硅行业景气提升 机构判断需求有望实现近8倍增长
天岳先进盘中涨超13% 公司已进入国际头部半导体公司供应链
新浪港股 · 05-22
天岳先进盘中涨超13% 公司已进入国际头部半导体公司供应链
港股异动 | 天岳先进(02631)早盘涨超13% SiC有望重点受益于AI电源增量 公司市场份额持续提升
智通财经 · 05-22
港股异动 | 天岳先进(02631)早盘涨超13% SiC有望重点受益于AI电源增量 公司市场份额持续提升
港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求 行业集中度持续提升
智通财经 · 05-20
港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求 行业集中度持续提升
摩根大通对天岳先进H股空头持仓降至3.02%
美股速递 · 05-19
摩根大通对天岳先进H股空头持仓降至3.02%
瑞银集团增持天岳先进H股,持股比例于5月13日升至5.07%
美股速递 · 05-19
瑞银集团增持天岳先进H股,持股比例于5月13日升至5.07%
国泰海通:看好机器人、半导体设备、商业航天
智通财经 · 05-19
国泰海通:看好机器人、半导体设备、商业航天
天岳先进(688234)披露2025年年度股东会增加临时提案公告,5月18日股价下跌5.64%
证券之星 · 05-18
天岳先进(688234)披露2025年年度股东会增加临时提案公告,5月18日股价下跌5.64%
天岳先进(02631)盘中下跌9.20% 产品价格面临下行压力
金吾财讯 · 05-18
天岳先进(02631)盘中下跌9.20% 产品价格面临下行压力
碳化硅衬底需求大涨?业内专家“泼冷水”:台积电2.5D封装根本不用它
每日经济新闻 · 05-16
碳化硅衬底需求大涨?业内专家“泼冷水”:台积电2.5D封装根本不用它
SiC,AI隐藏主线爆发了
格隆汇 · 05-14
SiC,AI隐藏主线爆发了
天岳先进(688234)披露股票交易异常波动公告,5月14日股价上涨15.26%
证券之星 · 05-14
天岳先进(688234)披露股票交易异常波动公告,5月14日股价上涨15.26%
天岳先进(02631)A股股票交易异常波动 生产经营活动正常
智通财经 · 05-14
天岳先进(02631)A股股票交易异常波动 生产经营活动正常
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公司概况
公司名称:
山东天岳先进科技股份有限公司
所属行业:
计算机、通信和其他电子设备制造业
上市日期:
2022-01-12
主营业务:
山东天岳先进科技股份有限公司的主营业务是高品质碳化硅衬底的研发与产业化。公司的主要产品是碳化硅半导体材料。公司凭借在衬底技术突破与量产应用上的显著成果,斩获多项高含金量奖项,其中核心荣誉实现重大突破:公司导电型碳化硅衬底获评“国家制造业单项冠军”,继半绝缘型碳化硅衬底已获此项殊荣后再添佳绩,成功成为行业首个“双料单项冠军”,充分彰显公司在碳化硅衬底核心领域的绝对领先地位;凭借“高品质碳化硅单晶衬底产业化制备关键技术及应用”相关成果,荣获山东省科技进步特等奖,该奖项作为山东省科技领域最高荣誉之一,充分肯定了公司在碳化硅技术产业化落地、推动区域半导体产业高质量发展中的突出贡献;荣获国家知识产权局颁发的“中国专利奖(银奖)”,该奖项是中国知识产权领域的最高政府奖项,竞争极为激烈,充分彰显公司雄厚的技术研发实力与高价值专利培育能力;凭借“全系列12英寸碳化硅衬底全球首发”成果,入选“2025年度中国第三代半导体技术十大进展”,彰显公司在大尺寸衬底领域的全球引领地位;荣获中国电子材料行业协会半导体材料分会颁发的“半导体材料行业突出贡献奖”,肯定了公司在技术研发、国产化替代方面的突破性贡献;凭借“高品质碳化硅单晶衬底产业化制备关键技术及应用”项目,荣获“国际发明展览会银奖”,体现公司技术创新的国际影响力;同时,公司获评“山东省先进级(省级)智能工厂”,彰显智能制造领域的标杆水平,以及“山东省新材料领军培育企业”“济南市服务产业链发展优质链主企业”,凸显在区域产业发展中的核心引领作用。
发行价格:
82.79
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17:40","pubTimestamp":1780306831,"startTime":"0","endTime":"0","summary":"截至2026年6月1日收盘,天岳先进报收于135.98元,较前一交易日下跌7.56%,最新总市值为658.98亿元。近日,山东天岳先进科技股份有限公司发布2025年年度股东会决议公告。公告显示,公司于2026年5月29日召开2025年年度股东会,会议审议通过了包括2025年度董事会工作报告、2025年度利润分配方案、2026年度董事薪酬方案、增发H股股份一般性授权、修订公司章程及其附件、续聘2026年度审计机构等多项议案。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026060100026887.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","02631","BK1169","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639016866","title":"每周股票复盘:天岳先进(688234)现6笔大宗交易机构净买入3478万","url":"https://stock-news.laohu8.com/highlight/detail?id=2639016866","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639016866?lang=zh_cn&edition=full","pubTime":"2026-05-31 01:14","pubTimestamp":1780161252,"startTime":"0","endTime":"0","summary":"截至2026年5月29日收盘,天岳先进报收于147.1元,较上周的153.74元下跌4.32%。本周,天岳先进5月27日盘中最高价报180.75元,股价触及近一年最高点。交易信息汇总5月28日天岳先进发生6笔大宗交易,机构净买入3478万元。5月27日公司发生4笔折价10%的大宗交易,合计成交金额8145.72万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026053100000085.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1169","BK0214","688234","02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2639164339","title":"半导体板块持续走低","url":"https://stock-news.laohu8.com/highlight/detail?id=2639164339","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2639164339?lang=zh_cn&edition=full","pubTime":"2026-05-29 10:17","pubTimestamp":1780021042,"startTime":"0","endTime":"0","summary":"半导体板块持续走低","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605293753970013.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605293753970013.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["02631","BK0231","BK0012","603005","BK0214","BK0152","688234","BK0188","600460","BK0121","BK0108","01385","BK0028","BK0133","BK0141","BK1169","688589","SFDMY","BK0125","688385","BK0038","BK0067","BK0198"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638669265","title":"天岳先进(688234)披露持股5%以上股东权益变动触及1%刻度的提示性公告,5月28日股价下跌2.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638669265","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638669265?lang=zh_cn&edition=full","pubTime":"2026-05-28 17:28","pubTimestamp":1779960483,"startTime":"0","endTime":"0","summary":"截至2026年5月28日收盘,天岳先进报收于163.55元,较前一交易日下跌2.06%,最新总市值为792.59亿元。公司于近日披露《关于持股5%以上股东权益变动触及1%刻度的提示性公告》。本次变动未触发要约收购,不涉及信息披露义务人披露权益变动报告书,减持计划尚未实施完毕。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052800030997.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["02631","688234","BK1169","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638872146","title":"股市必读:5月27日天岳先进现4笔折价10%的大宗交易 合计成交8145.72万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2638872146","media":"证券之星","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638872146?lang=zh_cn&edition=full","pubTime":"2026-05-28 01:24","pubTimestamp":1779902651,"startTime":"0","endTime":"0","summary":"截至2026年5月27日收盘,天岳先进报收于166.99元,上涨8.44%,换手率6.98%,成交量29.99万手,成交额51.06亿元。当日关注点来自交易信息汇总:5月27日主力与游资资金均呈净流入,合计达4743.58万元,散户资金净流出4743.58万元。来自公司公告汇总:持股5%以上股东及其一致行动人持股比例由8.00%降至6.83%,权益变动触及1%刻度。大宗交易5月27日天岳先进发生4笔折价10%的大宗交易,合计成交8145.72万元。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026052800001033.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK0214","02631","BK1169","688234"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638579832","title":"天岳先进涨超15%!海外研究机构:碳化硅(SiC)是目前AI领域被严重忽略的主线","url":"https://stock-news.laohu8.com/highlight/detail?id=2638579832","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638579832?lang=zh_cn&edition=full","pubTime":"2026-05-27 13:42","pubTimestamp":1779860539,"startTime":"0","endTime":"0","summary":"截至5月27日13时06分,港股碳化硅概念股表现活跃。重仓港股半导体产业、硬件含量75%、不含互联网的——港股通信息技术ETF(513240)跟踪指数上涨1.75%。成分股方面,天岳先进涨超15%,英诺赛科涨超10%,联想集团涨超6%,华虹半导体涨超5%,兆易创新涨超3%。天岳先进是全球碳化硅衬底行业领军企业,今日大涨超15%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605273751141115.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202605273751141115.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1854104046.USD","AIPO","688234","LU1861215975.USD","CHAT","LU0724618433.USD","LU1854103824.USD","BK4512","LU0124384867.USD","BK4141","BK1169","LU2298322129.HKD","LU1861214812.USD","LU2357305700.SGD","BK4585","BK0214","ON","IE00BD6J9T35.USD","AGIX","LU0348723411.USD","LU1861219969.SGD","IE00BFMHRM44.USD","02631","BK4605","BK4588","ARTY","LU1720051017.SGD","LU1720051108.HKD","LU1978683503.SGD","LU1861220033.SGD","IE00BZ199S13.USD","LU1548497426.USD","LU2360107325.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638520604","title":"碳化硅概念股早盘全线走高 天岳先进大涨逾17%英诺赛科涨逾12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2638520604","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638520604?lang=zh_cn&edition=full","pubTime":"2026-05-27 10:38","pubTimestamp":1779849480,"startTime":"0","endTime":"0","summary":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n 碳化硅概念股早盘全线走高,截至发稿,天岳先进(02631)上涨16.77%,报127.40港元;英诺赛科(02577)上涨11.99%,报83.10港元;天域半导体(02658)上涨11.54%,报60.90港元;瀚天天成(02726)上涨9.14%,报115.80港元。\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:卢昱君","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-27/doc-inhzhxzt1770740.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["BK0214","688234","BK1169","02631","02577","BK1163"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2638792520","title":"港股异动 | 天岳先进(02631)最高涨超20% AI电源带动碳化硅行业景气提升 机构判断需求有望实现近8倍增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2638792520","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2638792520?lang=zh_cn&edition=full","pubTime":"2026-05-27 10:20","pubTimestamp":1779848417,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进最高涨超20%,截至发稿,涨16.87%,报127.5港元,成交额9.33亿港元。消息面上,AI数据中心电源架构加速向800V高压直流转型,碳化硅需求出现井喷式增长。有产业调研数据显示,AI电源对碳化硅的需求每个季度环比增长20%~30%,800V架构已将碳化硅从\"可选项\"直接变为\"必选项\"。公开资料显示,2025年,天岳先进导电型碳化硅衬底全球市占率达27.6%,一举超越Wolfspeed,跃居行业第一。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1446408.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VXUS","688234","02631","AIPO","BK4588","BK1169","ARTY","BK0214","CHAT","BK4585","AGIX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637364844","title":"天岳先进盘中涨超13% 公司已进入国际头部半导体公司供应链","url":"https://stock-news.laohu8.com/highlight/detail?id=2637364844","media":"新浪港股","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637364844?lang=zh_cn&edition=full","pubTime":"2026-05-22 10:24","pubTimestamp":1779416640,"startTime":"0","endTime":"0","summary":" 天岳先进盘中涨超13%,截至发稿,股价上涨5.86%,现报102.10港元,成交额5.21亿港元。预计2024-2030年SiC市场规模由35亿美元增至124亿美元,AI基础设施将贡献近半数需求。目前公司已与全球前十大功率半导体器件制造商中一半以上的制造商建立合作,并已进入国际头部半导体公司供应链。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-05-22/doc-inhytqku5416819.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["02631","688234","BK1169","BK4535","BK0214","BK4588","BK4585"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2637995361","title":"港股异动 | 天岳先进(02631)早盘涨超13% SiC有望重点受益于AI电源增量 公司市场份额持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2637995361","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2637995361?lang=zh_cn&edition=full","pubTime":"2026-05-22 09:57","pubTimestamp":1779415076,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进早盘涨超13%,截至发稿,涨9.18%,报105.3港元,成交额4.25亿港元。根据Citrini Research测算,每1MW AI机柜电源转换BOM成本中,SiC、GaN等宽禁带器件占新增成本64%。预计2024-2030年SiC市场规模由35亿美元增至124亿美元,AI基础设施将贡献近半数需求。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"03e9f2dae38889de73851d0327957083","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1444880.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VXUS","AGIX","688234","BK1169","BK4585","BK4588","AIPO","ARTY","CHAT","02631","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636813771","title":"港股异动 | 天岳先进(02631)涨超6% AI打开碳化硅市场需求 行业集中度持续提升","url":"https://stock-news.laohu8.com/highlight/detail?id=2636813771","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636813771?lang=zh_cn&edition=full","pubTime":"2026-05-20 14:11","pubTimestamp":1779257497,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,天岳先进涨超6%,截至发稿,涨6.15%,报110.5港元,成交额12.1亿港元。此外,Citrini的报告明确将碳化硅列为AI领域最被低估的核心主线。预计2024-2030年SiC市场规模由35亿美元增至124亿美元,AI基础设施将贡献近半数需求。碳化硅材料亦是AI产业增长与创新的必然选择,在数据中心、电力基础设施与终端应用上均具有巨大潜力。开源证券指出,2025年天岳先进、Wolfspeed在碳化硅衬底市场的份额分别为27.6%、24.9%,行业集中度持续提升。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1443857.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["AGIX","BK4585","688234","02631","AIPO","BK4588","VXUS","BK1169","CHAT","ARTY","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1105133949","title":"摩根大通对天岳先进H股空头持仓降至3.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105133949","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1105133949?lang=zh_cn&edition=full","pubTime":"2026-05-19 18:07","pubTimestamp":1779185259,"startTime":"0","endTime":"0","summary":"香港交易所数据显示,截至5月14日,摩根大通对天岳先进H股的淡仓(空头头寸)比例已从3.66%下降至3.02%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["02631","688234","BK0214","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1195614808","title":"瑞银集团增持天岳先进H股,持股比例于5月13日升至5.07%","url":"https://stock-news.laohu8.com/highlight/detail?id=1195614808","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1195614808?lang=zh_cn&edition=full","pubTime":"2026-05-19 18:02","pubTimestamp":1779184978,"startTime":"0","endTime":"0","summary":"瑞银集团对天岳先进H股的持股比例出现显著变动。根据香港交易所披露的权益信息,截至5月13日,瑞银集团持有的天岳先进H股好仓头寸已从原先的4.37%提升至5.07%,一举跨越了5%的持股披露门槛。\n此次增持动作凸显了瑞银集团对天岳先进这一碳化硅衬底材料领域领先企业的持续关注与信心。持股比例的提升,通常被市场解读为机构投资者对公司未来发展和市场前景的积极看法。作为全球知名的金融服务机构,瑞银的投资动向往往受到市场参与者的密切关注。\n本次权益变动通过香港交易所的正式渠道披露,确保了信息的公开透明。市场将密切关注后续天岳先进的股价表现及可能的战略动向。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["688234","02631","BK1169","BK0214"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636040450","title":"国泰海通:看好机器人、半导体设备、商业航天","url":"https://stock-news.laohu8.com/highlight/detail?id=2636040450","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636040450?lang=zh_cn&edition=full","pubTime":"2026-05-19 06:30","pubTimestamp":1779143447,"startTime":"0","endTime":"0","summary":"智通财经APP获悉,国泰海通发布研报称,国内外商业航天发射任务密集,建议关注商业航天板块机会。半导体设备上,中芯国际上调26Q2指引并对后市展望乐观,天岳先进SiC出货大幅提升且对数据中心用量积极。国泰海通主要观点如下:机器人:Optimus 3预计26年7-8月量产。下游芯片龙头上调后续指引,有望带动半导体设备订单持续上行。5月10号以来,国内多个商业火箭开展试验发射活动。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1443196.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["02611","BK0184","BK4588","02631","BK1564","BK4585","BK0183","BK0201","601211","688234","BK0188","BK0028","BK0276","BK1147","BK4564","BK4535","TSLA","BK0012"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636029912","title":"天岳先进(688234)披露2025年年度股东会增加临时提案公告,5月18日股价下跌5.64%","url":"https://stock-news.laohu8.com/highlight/detail?id=2636029912","media":"证券之星","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636029912?lang=zh_cn&edition=full","pubTime":"2026-05-18 17:26","pubTimestamp":1779096400,"startTime":"0","endTime":"0","summary":"截至2026年5月18日收盘,天岳先进报收于149.84元,较前一交易日下跌5.64%,最新总市值为726.15亿元。该股当日开盘150.0元,最高152.0元,最低141.0元,成交额达38.4亿元,换手率为6.03%。近日,山东天岳先进科技股份有限公司发布《关于2025年年度股东会增加临时提案的公告》。该提案已由董事会收到并公告。股东会召开日期为2026年5月29日,股权登记日为2026年5月25日。除新增提案外,原股东会通知事项不变。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.stockstar.com/RB2026051800025478.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stockstar","symbols":["BK1169","BK0214","688234","02631"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2636105044","title":"天岳先进(02631)盘中下跌9.20% 产品价格面临下行压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2636105044","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2636105044?lang=zh_cn&edition=full","pubTime":"2026-05-18 13:57","pubTimestamp":1779083873,"startTime":"0","endTime":"0","summary":"金吾财讯 | 天岳先进(02631)盘中震荡下探,截至发稿,最新报104.60港元,下跌9.20%,成交额8.24亿港元。对应A股天岳先进(688234)同步跌6.88%,报147.8元人民币。消息面上,该公司5月14日发布股票交易异常波动公告表示,公司股票交易此前连续三个交易日内收盘价格涨幅偏离值累计达到30%。公告提到,公司所处的碳化硅半导体衬底行业近年来市场竞争日趋激烈,产品价格面临一定下行压力。同时,行业技术迭代速度加快,若公司未能持续保持技术领先优势并及时跟进市场需求变化,可能面临市场份额下降及业绩波动的风险。","market":"us","thumbnail":"https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1981613","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK0214","688234","02631","BK1169"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2635182063","title":"碳化硅衬底需求大涨?业内专家“泼冷水”:台积电2.5D封装根本不用它","url":"https://stock-news.laohu8.com/highlight/detail?id=2635182063","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2635182063?lang=zh_cn&edition=full","pubTime":"2026-05-16 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