天岳先进(02631)扬升13.83% 机构料碳化硅行业格局逐步明朗看好其龙头地位

金吾财讯05-04

金吾财讯 | 天岳先进(02631)盘中扬升13.83%，截至发稿，报67.00港元，成交额6519.25万港元。国投证券研究指，预计公司2026年~2028年收入分别为19.57亿元、24.11亿元、30.57亿元，归母净利润分别为0.68亿元、2.24亿元、3.63亿元，考虑到行业短期仍可能面临盈利压力，但碳化硅行业格局逐步明朗，公司作为碳化硅衬底行业龙头，采用PS估值法，给予2026年30倍PS，对应六个月目标价121.3元，维持“买入-A”投资评级。

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天岳先进(02631)扬升13.83% 机构料碳化硅行业格局逐步明朗 看好其龙头地位

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天岳先进(02631)扬升13.83% 机构料碳化硅行业格局逐步明朗看好其龙头地位