卖瓷砖的莫名蹭上英伟达，市值4天大增20亿元，半导体收入为零

21世纪经济报道05-13

登录新浪财经APP 搜索【信披】查看更多考评等级　　记者丨杨坪刘雪莹　　编辑丨郑世凤张伟贤黎雨桐　　AI算力的盛宴中，谁也没想到，一家被地产周期拖入业绩下滑泥潭的陶瓷企业，竟成了资本市场上最耀眼的“明星”。　　5月13日，蒙娜丽莎（002918.SZ）收获连续第四个涨停。短短4天之内，蒙娜丽莎从10.52元/股一路涨至15.4元/股，涨幅超过46%，总市值大增近20亿元，增长幅度近...

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黎雨桐\n　　AI算力的盛宴中，谁也没想到，一家被地产周期拖入业绩下滑泥潭的陶瓷企业，竟成了资本市场上最耀眼的“明星”。\n　　5月13日，蒙娜丽莎（002918.SZ）收获连续第四个涨停。短短4天之内，蒙娜丽莎从10.52元/股一路涨至15.4元/股，涨幅超过46%，总市值大增近20亿元，增长幅度近二分之一。\n\n　　而让旁观者啼笑皆非的是，推动这波连续涨停的核心逻辑，并非瓷砖主业的复苏，而是这家公司被莫名贴上了“陶瓷基板”概念标签，后者是与AI产业链紧密相连的关键材料。\n　　近期，有机构指出，为破解散热难题，‌采用陶瓷基板（或陶瓷与PCB混压）替代部分传统PCB层，已成为包括英伟达在内的头部芯片厂商的首选技术路线‌，全球陶瓷基板市场正处于规模快速扩张阶段。\n　　陶瓷基板正在成为英伟达产业链中的关键环节，而带有“陶瓷”属性的蒙娜丽莎，被纳入想象空间。\n　　然而，21世纪经济报道记者注意到，市场热切关注的半导体“陶瓷基板”，与蒙娜丽莎主营的“建筑陶瓷”，其实是两种完全不同的产品，前者属于氮化铝/氮化硅等先进结构陶瓷，而后者则属于硅酸盐体系。\n　　5月12日晚，蒙娜丽莎也发布股票交易异常波动的风险提示公告，指出公司“产品主要应用于住宅装修装饰、公共建筑装修装饰、家居家具领域”“未因半导体材料业务产生收入和利润”。\n\n　　业绩持续下行\n　　公开资料显示，蒙娜丽莎成立于1992年，是国内头部瓷砖品牌之一，其主要产品为建筑陶瓷制品，包括陶瓷砖、陶瓷板（岩板）、薄型陶瓷砖等，产品主要应用于住宅装修装饰、公共建筑装修装饰、家居家具等领域，还可用于建筑幕墙工程、户外和室内陶瓷艺术壁画等领域。\n　　而当前备受行业人士关注的AI陶瓷基板，则是一类以氧化铝、氮化铝、氮化硅等陶瓷材料为基础，通过金属化工艺形成电路连接的电子封装与互连载体。其核心功能包括导热、电绝缘、机械支撑和热膨胀匹配。\n　　受益于此前房地产行业的高速发展，2017年，蒙娜丽莎成功在深交所中小板上市。随着营收一路水涨船高，公司也成了众多投资者眼中的“香饽饽”，最高时，蒙娜丽莎总市值曾一度逼近200亿元。\n　　然而，近年来，随着地产行业进入调整期，建陶行业也迎来了前所未有的变化，蒙娜丽莎的业绩及股价进入下行通道。\n　　财务数据显示，蒙娜丽莎已连续四年营收下滑：2022年至2025年，其营收从62.29亿元一路下降至39.23亿元，下降幅度达37%。2025年，公司业绩更是腰斩——归母净利润为5243万元，同比下降58%。\n　　今年一季度，蒙娜丽莎营业收入同比下降7.62%至6.34亿元，净亏损1812.44万元。其间，公司计提各项资产减值损失合计2258.45万元。\n　　蒙娜丽莎在公告中坦言，陶瓷行业继续维持激烈竞争的态势，受国际局势影响，未来能源及化工材料价格可能面临大幅度上涨，进而对公司经营及盈利水平产生影响。在本轮行情之前，蒙娜丽莎的总市值已经跌至42亿元，较巅峰时缩水近八成。\n　　而公司股价之所以遭遇爆炒，主要源于投资者对其“转型计划”的遐想。\n　　2025年年报中，蒙娜丽莎首次提出，公司将着力构建第二增长曲线，通过参股、并购等方式，加快布局先进陶瓷等新材料赛道，培育未来增长点，实现可持续发展。\n　　5月13日，蒙娜丽莎证券部人士对21世纪经济报道记者回应指出，目前公司并没有单独的先进陶瓷业务板块，只是进行了一些相关领域的投资，而对于被投资企业是否涉及AI、陶瓷基板相关的订单或业务，其则表示“不清楚”“具体见公告”。\n　　投资先进陶瓷材料引遐想\n　　蒙娜丽莎在先进陶瓷材料领域公开可查的第一笔投资，是在2025年9月。\n　　彼时，无锡高新技术企业海古德宣布完成新一轮融资，该融资由国调基金联合深创投、国投创业、蒙娜丽莎等共同参与。\n　　据了解，海古德成立于2008年，主要从事氮化铝陶瓷基片的研发与生产，产品具备优异的热传导性、电绝缘性和低介质损耗，广泛应用于LED照明、集成电路及大功率器件的散热与封装领域。\n　　2025年11月，蒙娜丽莎又通过全资子公司向珠海晶瓷电子战略投资1500万元，获得其75%股份，实现对珠海晶瓷电子的控股。\n　　天眼查显示，珠海晶瓷电子成立于2018年，注册资本3333.33万元，经营范围包括半导体分立器件制造、半导体器件专用设备制造、特种陶瓷制品制造等，拥有陶瓷基板钻孔加工等技术专利。\n　　据广东珠海一个名为“珠海晶瓷电子科技有限公司”的微信公众号介绍，珠海晶瓷电子的核心定位为电力电子散热解决方案供应商，公司掌握了氧化铝（Al2O3）、氮化铝（AlN）、氮化硅（Si3N4）等陶瓷材料的DBC、DPC、AMB等先进陶瓷覆铜工艺。公司产品矩阵涵盖高性能陶瓷覆铜板、金属基板及嵌入式散热器件，上述产品是构建高功率、高可靠性电力电子系统的关键基础材料，广泛应用于新能源汽车、工业控制、能源电力及通信设备等领域。\n\n　　不过，珠海晶瓷电子的更多信息则尚没有公开。2025年年报中，蒙娜丽莎也没有将其作为“主要控参股子公司”进行单独的财务信息披露，其收入结构中，也没有任何关于“半导体材料”“先进陶瓷”等相关信息。\n　　近期，有投资者曾在互动平台上询问蒙娜丽莎董秘：“公司旗下的珠海晶瓷电子，是否有计划生产陶瓷基板？能用在PCB上吗？”\n　　蒙娜丽莎亦没有正面回答这个问题，仅回应称，公司主营业务没有发生重大变化。公司2025年度营业收入和利润构成主要系建筑陶瓷产品主营业务收入。\n　　市场人士认为，资本市场的热情是在提前交易其未来可能的产业转型，但考虑到先进陶瓷与公司现有主业之间基本没有技术协同性，且公司在先进陶瓷行业仍处于“投资布局”的早期阶段，需警惕估值透支和时间成本的双重风险。\n　　近期披露的龙虎榜数据，也暗示了这场股价炒作背后的“高风险”。\n　　5月12日晚，蒙娜丽莎龙虎榜数据显示，其前五大买入席位均为营业部席位，浙商证券宁波分公司、华源证券深圳分公司、爱建证券杭州富春路证券营业部等位列买入席位前五，合计买入额7637.67万元。而同期，机构专用席位和深股通则在持续抛售，卖出额分别为1010.00万元、753.09万元。\n\n　　AI概念炒作加剧\n　　事实上，近期因AI相关题材持续火爆，市场上“延伸炒作”的行为并不罕见，同属A股地产链的金螳螂也有此遭遇。\n　　金螳螂也是国内建筑装饰行业的龙头企业，曾长期位居中国建筑装饰企业营收规模第一。在房地产行业整体下行背景下，金螳螂业绩与股价也一度受到影响。\n　　但今年4月，金螳螂在二级市场上突然迎来一轮猛烈的上涨，公司股价在短短一个月内暴涨超过130%，其原因也是沾上了数据中心、AI算力等概念。\n　　最早，市场流传金螳螂在越南拿下23亿美元合作项目。随后，金螳螂先发布澄清公告称尚未形成正式协议，但4月22日又公告表示，其越南分公司已签订相关框架协议，成为越南富国国际机场扩建项目T2航站楼室内装修工程招标包主要承包商。\n　　不久后的4月29日，金螳螂又在年报中披露，公司洁净类装修业务已覆盖电子半导体、新能源、大健康、实验室等领域，并明确提出将继续加大电子洁净室市场拓展力度。\n　　据了解，“洁净室”是芯片制造不可缺少的基础设施，从晶圆制造、光刻、蚀刻到封装测试，整个半导体生产流程都需要在极高洁净等级环境中完成。市场预测，随着AI爆发带动全球芯片扩产，洁净室需求也在快速增长。\n　　不过，在股价暴涨之后，金螳螂又很快在互动平台表示，目前，公司仅涉及数据中心等算力基础设施的施工业务，且该类业务占公司营业收入及净利润的比例不超过1%，对公司整体业绩贡献有限。公司暂无向算力运营、算力服务及算力产业链其他环节延伸的规划。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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