异动解读｜天岳先进盘中上涨5.19%，碳化硅价格企稳及半导体板块走强延续提振

行情直击09-18 10:37

9月18日，天岳先进（02631.HK）盘中上涨5.19%，报67.85港元，成交额8304.2万港元。

消息面上，公司近期在半年度业绩说明会上表示，碳化硅衬底行业正从价格快速调整阶段转向"价格趋稳、需求扩容"新阶段，年初以来产品价格已基本企稳，供需格局持续改善。同时，公司披露已围绕先进封装散热中介层方向持续布局，碳化硅凭借高导热、耐高温特性有望受益于AI算力密度提升带来的散热需求。此外，光学级碳化硅大尺寸产品已获头部客户订单。半导体板块近期整体走强，AI及国产替代需求持续推动行业上行，公司Q2单季营收5.48亿元同比增长42.06%，环比扭亏为盈，多家券商近期给予"买入"评级。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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