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天岳先进(02631)
108.600
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富甲一方金滿地
·
05-27
$天岳先进(02631)$
这是要突破前高再创新高的节奏🎵
$天岳先进(02631)$ 这是要突破前高再创新高的节奏🎵
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好运小宇宙
·
05-18
$天岳先进(02631)$
山东股,怎么可能这么跌,一股劲给你就不上去了
$天岳先进(02631)$ 山东股,怎么可能这么跌,一股劲给你就不上去了
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好运小宇宙
·
05-18
$天岳先进(02631)$
上周跌是大盘跌导致的,这股跟大盘
$天岳先进(02631)$ 上周跌是大盘跌导致的,这股跟大盘
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好运小宇宙
·
05-14
$天岳先进(02631)$
大家尾盘找机会进,明天继续涨停的
$天岳先进(02631)$ 大家尾盘找机会进,明天继续涨停的
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好运小宇宙
·
05-14
$天岳先进(02631)$
这个必须支持两手
$天岳先进(02631)$ 这个必须支持两手
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喵小胖不胖
·
05-13
$天岳先进(02631)$
$晶科电子股份(02551)$
晶科电子股份通过基金间接入股芯聚能,国内第一家具量产车规碳化硅主驱模块的企业,奔驰smart已搭载,同时覆盖芯粤能,车规级SiC MOSFET主驱芯片已量产装车,市场现在还把晶科当LED和光伏公司定价,碳化硅这条线有补涨的可能
$天岳先进(02631)$ $晶科电子股份(02551)$晶科电子股份通过基金间接入股芯聚能,国内第一家具量产车规碳化硅主驱模块的企业,奔驰smart已搭...
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钱兔无量
·
05-13
$晶科电子股份(02551)$
$天岳先进(02631)$
半导体行情扩散至碳化硅,天岳先进A/H同步爆发,全球导电型衬底市占率27.6%登顶,8英寸份额超51%。AI服务器电源需求爆发,衬底交期拉长、现货涨价。天岳是明牌,晶科电子股份这条暗线,参股芯聚能、覆盖芯粤能,布局少有人注意吧
$晶科电子股份(02551)$ $天岳先进(02631)$ 半导体行情扩散至碳化硅,天岳先进A/H同步爆发,全球导电型衬底市占率27.6%登顶,8英寸份额...
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当当钉钉
·
05-18
$天岳先进(02631)$
加加加…
$天岳先进(02631)$ 加加加…
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好运小宇宙
·
05-18
$天岳先进(02631)$
加仓
$天岳先进(02631)$ 加仓
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览富财经网
·
05-14
碳化硅多场景突破,AI算力爆发催生全新增长极,概念股集体狂欢
5月14日,碳化硅概念涨幅居前,板块内多只个股涨停。截至收盘,
$晶升股份(688478)$
、正帆科技(688596.SH)双双收获20CM涨停,
$天岳先进(688234)$
涨15.26%,天富能源(600509.SH)涨10.01%。 消息面上,投研机构Citrini发布的AI供应链报告显示,碳化硅被列为AI领域被严重忽略的核心主线,市场预期其未来在AI电源和先进封装领域的需求将大幅增长。 多赛道共振,开启产业新周期 碳化硅衬底是第三代半导体核心材料,是新能源汽车、光伏储能、AI算力等高端产业的关键基石之一。随着全球能源转型与人工智能算力需求爆发,碳化硅产业竞争已从单点技术突破进入全生态布局的新阶段。 凭借其高耐压、高频率、低损耗的优异性能,碳化硅正加速渗透新能源汽车的主驱逆变器、车载充电机(OBC)及直流变换器(DC-DC)。机构数据显示,采用碳化硅模块可使电动汽车续航里程提升5%至10%,或降低电池成本。 中金公司在研报中指出,碳化硅(SiC)材料是第三代化合物半导体的典型代表,特别是在下游需求快速增长的新能源相关应用中,SiC相比Si基材料更具优势。在新能源汽车领域,SiC器件有望解决续航里程短、补能时间长等痛点。在光伏发电领域,SiC器件有望提升逆变器转换效率及使用寿命。 除新能源汽车、光储充等赛道外,碳化硅在AI数据中心(AIDC)、固态变压器(SST)、AR眼镜/光学领域、先进封装等领域也实现了技术应用的突破。 AI算力的指数级爆发,正倒逼数据中心进行供电架构的革命性升级。880V高压直流(HVDC)成为行业主流选择,而固态变压器作为核心枢纽,为碳化硅技术带来前所未有的市场机遇。在AR眼镜
碳化硅多场景突破,AI算力爆发催生全新增长极,概念股集体狂欢
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公司概况
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天岳先进
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SEHK
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http://www.sicc.cc/en
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公司概况
山东天岳先进科技股份有限公司是一家主要主要从事碳化硅(SiC)衬底的研发、制造及销售的中国公司。该公司专注于碳化硅衬底的研发与产业化。该公司的主要产品包括导电型碳化硅半导体材料,及半绝缘型碳化硅半导体材料。该公司的产品主要应用于电动汽车、人工智能(AI)数据中心、光伏系统、AI眼镜、轨道交通、电网、家电及先进通信基站等领域。该公司主要在国内和国外市场开展业务。
04-28
季度报告
2026年第一季度报告
2026年第一季度报告
04-28
年度报告
2025年度报告
2025年度报告
03-30
年度报告
2025年全年业绩公告的补充公告
2025年全年业绩公告的补充公告
03-27
年度报告
截至2025年12月31日止年度的业绩公告
截至2025年12月31日止年度的业绩公告
03-01
业绩预告
内幕消息2025年度业绩快报公告
内幕消息2025年度业绩快报公告
02-04
业绩预告
2025年年度业绩预告的补充公告
2025年年度业绩预告的补充公告
01-26
业绩预告
2025年年度业绩预告
2025年年度业绩预告
2025-10-27
季度报告
2025年第三季度报告
2025年第三季度报告
2025-09-29
半年度报告
2025年中期报告
2025年中期报告
2025-08-29
半年度报告
截至2025年6月30日止六个月的中期业绩公告
截至2025年6月30日止六个月的中期业绩公告
2025-08-11
股份发售
全球发售
全球发售
分时
5日
日
周
月
数据加载中...
最高
128.800
今开
126.500
量比
0.85
最低
106.600
昨收
122.200
换手率
16.39%
热议股票
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