股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年9月30日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 山東天岳先進科技股份有限公司 備註： 呈交日期: 2025年10月9日 FF301 第 1 頁 共 11 頁 v 1.1.1 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02631 | 說明 | H 股 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 47,745,700 | RMB | | 1 | RMB | | 47,745,700 | | 增加 / 減少 (-) | | | 7,161,800 | | | | RMB | | 7,161,800 | | 本月底結存 | | | 54,907,500 ...

天岳先进(02631)早盘涨近7%，截至发稿，涨6.24%，报62.15港元，成交额1.55亿港元。 此外，SiC凭借其高热导率和高工艺窗口，有望显著提升CoWoS结构散热并降低封装尺寸。有媒体报道 称，英伟达在其新一代Rubin处理器设计中，将CoWoS先进封装的中间基板材料从硅更换为碳化硅，以 提升散热性能，并预计2027年开始大规模采用。 消息面上，天岳先进董事长宗艳民此前接受采访表示，碳化硅是光波导镜片的理想材料。但过去受制于 衬底尺寸和缺陷，一片8英寸衬底仅能制造3-5副眼镜，导致其只能用于极高端领域。而天岳先进此前发 布12英寸衬底，一片可做10-12副镜片，使碳化硅光学应用从高端走向民用。他透露，公司正与全球光 学头部客户紧密推进产品导入，"碳化硅光学眼镜很快将走向市场，未来碳化硅光波导眼镜的市场规模 可达数亿副"。 ...

此外，SiC凭借其高热导率和高工艺窗口，有望显著提升CoWoS结构散热并降低封装尺寸。有媒体报道 称，英伟达在其新一代Rubin处理器设计中，将CoWoS先进封装的中间基板材料从硅更换为碳化硅，以 提升散热性能，并预计2027年开始大规模采用。 智通财经APP获悉，天岳先进(02631)早盘涨近7%，截至发稿，涨6.24%，报62.15港元，成交额1.55亿港 元。 消息面上，天岳先进董事长宗艳民此前接受采访表示，碳化硅是光波导镜片的理想材料。但过去受制于 衬底尺寸和缺陷，一片8英寸衬底仅能制造3-5副眼镜，导致其只能用于极高端领域。而天岳先进此前发 布12英寸衬底，一片可做10-12副镜片，使碳化硅光学应用从高端走向民用。他透露，公司正与全球光 学头部客户紧密推进产品导入，"碳化硅光学眼镜很快将走向市场，未来碳化硅光波导眼镜的市场规模 可达数亿副"。 ...

(A joint stock company incorporated in the People's Republic of China with limited liability) （於中華人民共和國註冊成立的股份有限公司） (Stock Code 股份代號: 2631) 30 September 2025 SICC CO., LTD. 山東天岳先進科技股份有限公司 根據自 2023 年 12 月 31 日起生效的擴大無紙化上市機制及以電子方式發佈公司通訊規定下香港聯合交易所有限公司證券上市規則（「上市規則」）第 2.07A 條，山東天岳先進科技股份有限公司（「公司」）謹此通知 閣下，公司已採用以電子方式發佈公司通訊（「公司通訊」）之安排，該公司通訊 是指公司為向其任何證券持有人提供資訊或提醒其採取行動而發佈或將要發佈的任何文件，包括但不限於(a) 董事報告、年度帳目以及審計報告副本以 及（如適用）財務摘要報告； (b) 中期報告及其中期報告摘要（如適用）； (c) 會議通知； (d) 上市文件； (e) 通函和 (f) 委任表格。 請注意，所有未來公司通訊的英文版和中文版將在公司網站 https:// ...

SICC CO., LTD. 山東天岳先進科技股份有限公司 (A joint stock company incorporated in the People's Republic of China with limited liability) （於中華人民共和國註冊成立的股份有限公司） (Stock Code 股份代號: 2631) Dear Registered Shareholder(s), 30 September 2025 Arrangement of Electronic Dissemination of Corporate Communications Pursuant to Rule 2.07A of the Rules Governing The Listing of Securities on The Stock Exchange of Hong Kong Limited (the "Listing Rules") under the expansion of paperless listing regime and electronic dissemination of corpora ...

山東天岳先進科技股份有限公司 (A joint stock company incorporated in the People's Republic of China with limited liability) （於中華人民共和國註冊成立的股份有限公司） Stock Code 股份代號 : 2631 Adhering to the Value of TECHNOLOGY QUALITY and SUSTAINABILITY 秉持 先進 品質 持續 的理念 INTERIM REPORT 中期報告 2025 山東天岳先進科技股份有限公司 INTERIM REPORT 2025 中期報告 山東天岳先進科技股份有限公司 C M Y CM MY CY CMY K SICC IR2025 Cover V02A_7.5mm_OP.pdf 1 23/9/2025 9:50 AM CONTENTS目錄 | 02 | Definitions | | --- | --- | | | 釋義 | | 06 | Corporate Information | | | 公司資料 | | 10 | Financial Summary ...

Core Viewpoint - Habo Investment plans to reduce its stake in Tianyue Advanced by no more than 0.8%, which amounts to a maximum of 3.8769 million shares [2][10]. Group 1: Shareholding Information - As of the end of Q2 2025, Habo Investment is the second-largest circulating shareholder of Tianyue Advanced, holding 5.63% of the shares [5]. - Habo Investment has not sold any shares since Tianyue Advanced's IPO, and if the current reduction plan is completed, its stake will fall below 5% [6][19]. - Habo Investment currently holds 27,262,500 shares, all acquired before the IPO [12]. Group 2: Market Performance - Tianyue Advanced's A-share price has increased by 68.61% year-to-date, closing at 86.33 yuan per share on September 26, with a total market capitalization of 40.02 billion yuan [6]. - The reduction plan will be executed within three months starting from 15 trading days after the announcement, specifically from October 27, 2025, to January 26, 2026 [10]. Group 3: Financial Performance - In the first half of 2025, Tianyue Advanced's revenue decreased by 12.98% year-on-year to 794 million yuan, while net profit attributable to shareholders dropped by 89.32% to 10.88 million yuan [27][28]. - The company has increased its R&D investment in large-size substrates, which has contributed to a decline in sales prices [28].

Group 1 - The core point of the article is that Tianyue Advanced (02631) announced that its shareholder, Hubble Investment, plans to reduce its stake in the company by up to 3,876,948 shares, which represents no more than 0.8% of the total share capital [1] - The reduction will be executed through centralized bidding, with the implementation period set for three months starting from 15 trading days after the announcement [1]

Core Viewpoint - Tianyue Advanced (02631) announced that its shareholder, Hubble Investment, plans to reduce its stake in the company by up to 3,876,948 shares, representing no more than 0.8% of the total share capital [1] Summary by Relevant Sections - Shareholder Action - Hubble Investment intends to sell a total of up to 3,876,948 shares through centralized bidding, which constitutes no more than 0.8% of the company's total share capital [1] - Reduction Timeline - The reduction period is set to commence 15 trading days after the announcement and will last for a duration of 3 months [1]

Group 1 - The core point of the article is that Tianyue Advanced (02631) received a notification from Guocai Fund regarding a change in shareholding, where Guocai Fund reduced its stake in the company as part of a previously disclosed plan [1] - Following the equity change, Guocai Fund's shareholding decreased from 7.88% to 7.00%, resulting in a reduction of approximately 4.2746 million shares [1] - The total number of shares held by Guocai Fund after the change is 33,899,427 shares [1]