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天岳先进午后涨超4% 公司与东芝电子元件达成合作 共同开发SiC功率半导体
Zhi Tong Cai Jing· 2025-08-22 05:40
Group 1 - Tianyue Advanced (02631) saw its stock rise over 4% in the afternoon, currently trading at 44.6 HKD with a transaction volume of 108 million HKD [1] - On August 22, Tianyue Advanced reached a basic agreement with Toshiba Electronic Components and Storage Devices Corporation to collaborate on the development and manufacturing of SiC power semiconductor substrates [1] - The collaboration will focus on technical cooperation to enhance the characteristics and quality of SiC power semiconductors, as well as commercial cooperation to expand the supply of high-quality stable substrates [1] Group 2 - Toshiba is accelerating the development of SiC devices for server power supplies and automotive applications, aiming to reduce power loss in SiC power semiconductors and develop high-reliability, high-efficiency products for efficient power conversion [1] - The partnership with Tianyue Advanced, a global leader in SiC substrate development and mass production technology, is expected to provide optimal solutions for various application scenarios and accelerate business expansion [1]
天岳先进(02631)与东芝电子元件达成合作协议 加速业务拓展
智通财经网· 2025-08-22 04:50
Group 1 - Tianyue Advanced has reached a basic agreement with Toshiba Electronic Components and Storage Devices Corporation to collaborate on the development and manufacturing of SiC power semiconductor substrates, focusing on technical cooperation for enhancing SiC power semiconductor characteristics and quality improvement [1][2] - The demand for power semiconductors, essential for energy efficiency and carbon neutrality in electrical devices, is expected to continue expanding, particularly for SiC substrates used in electric vehicles and renewable energy systems [3] - Toshiba is accelerating the development of SiC devices for server power supplies and automotive applications, aiming to reduce power loss and enhance reliability and efficiency in high-efficiency power conversion applications [3][4] Group 2 - Tianyue Advanced, founded in 2010, specializes in the development and production of single-crystal SiC substrates, holding a top-five position globally in related patents [4] - The company plans to launch the world's first 12-inch SiC substrate in 2024 and aims to achieve a full range of n-type, semi-insulating, and p-type 12-inch substrates by 2025 [4] - The collaboration with Toshiba is expected to enhance substrate quality and reliability, supporting the growth of the SiC power semiconductor market [4]
和而泰认购8000万港元H股 成为天岳先进基石投资者
Group 1 - Tianyue Advanced (688234) officially launched its H-share global offering in August 2025, with Shenzhen Heertai (002402) as one of the cornerstone investors, subscribing for HKD 80 million [1] - Tianyue Advanced focuses on wide-bandgap semiconductor materials and is one of the few companies capable of mass production of 8-inch silicon carbide substrates, having also launched 12-inch silicon carbide substrate products [1] - In 2024, Tianyue Advanced is projected to capture 16.7% of the global silicon carbide substrate market, ranking among the top three [1] Group 2 - The company achieved a revenue of RMB 1.768 billion in 2024, representing a year-on-year growth of 41.4%, and net profit of RMB 179 million, marking a turnaround from losses [1] - The silicon carbide substrates produced by Tianyue Advanced have advantages in high voltage, high frequency, and high temperature, with applications in electric vehicle drive systems, AI servers, and smart power management modules [2] - The global silicon carbide substrate market is expected to grow from USD 1.2 billion in 2023 to USD 8.2 billion by 2030, with a compound annual growth rate of 31.1% [2]
18只科创板股获融资净买入额超3000万元
Core Insights - The total margin balance of the Sci-Tech Innovation Board reached 202.642 billion yuan on August 21, increasing by 0.0513 billion yuan from the previous trading day [1] - The financing balance amounted to 201.981 billion yuan, up by 0.0498 billion yuan, while the securities lending balance was 0.0661 billion yuan, rising by 0.0015 billion yuan [1] Individual Stock Performance - On August 21, 322 stocks on the Sci-Tech Innovation Board experienced net financing inflows, with 18 stocks having net inflows exceeding 30 million yuan [1] - Cambricon Technologies led the net financing inflow with an amount of 0.278 billion yuan, followed by companies like Zhongwei Company, Baiwei Storage, Xiamen Tungsten New Energy, Tianyue Advanced, and Aojie Technology, each with net inflows exceeding 50 million yuan [1]
山东天岳先进科技股份有限公司关于持股5%以上股东持股比例被动稀释跨越5%整数倍及触及1%刻度的提示性公告
Core Viewpoint - The announcement details a passive dilution of shareholding percentages for significant shareholders of Shandong Tianyue Advanced Technology Co., Ltd. due to the issuance of H-shares and listing on the Hong Kong Stock Exchange, without triggering a mandatory takeover offer [3][4][10]. Group 1: Shareholding Changes - The issuance of H-shares has led to a total increase in the company's share capital, resulting in a passive dilution of shareholding percentages for certain shareholders [3][8]. - After the dilution, the shareholding percentage of Zong Yanmin and his concerted actions (Shanghai Maiming Enterprise Management Center and Shanghai Zhu'ao Enterprise Management Center) decreased from 38.48% to 34.63%, while their total shareholding remains unchanged at 165,335,726 shares [4][10]. - The shareholding percentage of Guocai Equity Investment Fund (Jinan) decreased from 9.00% to 8.10%, with the number of shares held remaining at 38,673,994 [4][10]. - Hubble Technology Venture Capital Co., Ltd. saw its shareholding percentage decrease from 6.34% to 5.71%, with a constant shareholding of 27,262,500 shares [4][10]. Group 2: Control and Offer Implications - The changes in shareholding will not result in a change of the controlling shareholder or actual controller of the company [4][10]. - The rights change does not involve any funding sources and does not trigger a mandatory takeover offer [11]. - There is uncertainty regarding whether the company will exercise the over-allotment option in its issuance, and any future changes in rights will be disclosed in accordance with regulations [11].
“A+H”碳化硅衬底第一股,天岳先进港股上市
Sou Hu Cai Jing· 2025-08-21 19:50
Core Viewpoint - Tianyue Advanced officially listed on the Hong Kong Stock Exchange on August 20, 2023, with a first-day opening price of HKD 45.60 per share, representing a 6.54% increase from the issue price [1][3] Company Overview - Shandong Tianyue Advanced Technology Co., Ltd. was established in November 2010 and focuses on the research, production, and sales of silicon carbide single crystal substrate materials [3] - The company offers semi-insulating and conductive silicon carbide substrates applicable in microwave electronics and power electronics [3] - Tianyue Advanced is the only company listed on both the A-share and H-share markets for silicon carbide substrates [3] Market Position - According to Frost & Sullivan, Tianyue Advanced ranks among the top three global manufacturers of silicon carbide substrates by sales revenue, holding a market share of 16.7% as of 2024 [3] - The company is one of the few globally capable of mass-producing 8-inch silicon carbide substrates and was the first to commercialize the transition from 2-inch to 8-inch substrates [3] - Tianyue Advanced was also the first company to launch 12-inch silicon carbide substrates [3] Financial Performance - In 2024, the company achieved operating revenue of CNY 1.768 billion, a year-on-year increase of 41.37% [4] - The net profit attributable to the parent company was CNY 180.464 million, an increase of CNY 226.1845 million, marking a turnaround to profitability [4] - The net profit after deducting non-recurring gains and losses was CNY 157.532 million, also reflecting a significant year-on-year increase [4] - In the first quarter of 2025, Tianyue Advanced reported operating revenue of CNY 408 million and a net profit of CNY 8.5182 million [4]
天岳先进股价下跌4.12% 港股IPO募资23.5亿港元
Jin Rong Jie· 2025-08-21 19:40
数据显示,天岳先进当日主力资金净流出1.44亿元,占流通市值的0.53%。近五日主力资金累计净流出 3.18亿元,占流通市值的1.16%。 风险提示:股市有风险,投资需谨慎。 本文源自:金融界 作者:A股君 天岳先进股价报63.53元,较前一交易日下跌2.73元。开盘价为66.50元,最高触及66.97元,最低下探 63.36元,成交量为113093手,成交金额达7.32亿元。 天岳先进主要从事碳化硅衬底材料的研发、生产和销售,产品广泛应用于电力电子、微波射频等领域。 公司于8月20日在香港联交所主板完成上市,发行规模23.5亿港元,成为港股市场碳化硅材料行业首家 上市公司。 8月21日,天岳先进发生一笔大宗交易,成交10.21万股,成交金额541.54万元,成交价53.04元,较当日 收盘价折价16.51%。买方为兴业证券北京复兴门外大街营业部,卖方为中国银河证券北京金融街营业 部。 ...
天岳先进(688234.SH):1.29亿股限售股将于7月14日解禁
Ge Long Hui· 2025-08-21 17:36
格隆汇7月3日丨天岳先进(688234.SH)公布首次公开发行限售股上市流通公告,本次股票上市类型为首 发限售股份;股票认购方式为网下,上市股数为1.29亿股。本次股票上市流通总数为1.29亿股。本次股 票上市流通日期为2025年7月14日(因2025年7月12日为非交易日,故上市流通日期顺延至下一交易日)。 ...
天岳先进: 关于持股5%以上股东持股比例被动稀释跨越5%整数倍及触及1%刻度的提示性公告
Zheng Quan Zhi Xing· 2025-08-21 16:48
集中竞价□ 哈 勃科 技 创业 大宗交易□ 2025 年 8 投资有限公司 其他:增发股份 月 20 日 导致被动稀释 合计 231,272,220 53.82 231,272,220 48.44 -- -- -- 注:本公告中若出现合计数与各分项数据之和尾数不符的,均为四舍五入原因所致。 三、 其他说明 证券代码:688234 证券简称:天岳先进 公告编号:2025-056 山东天岳先进科技股份有限公司 关于持股 5%以上股东持股比例被动稀释跨越 5%整数倍及 触及 1%刻度的提示性公告 投资者宗艳民及其一致行动人上海麦明企业管理中心(有限合伙)、上海铸 傲企业管理中心(有限合伙);国材股权投资基金(济南)合伙企业(有限合伙); 哈勃科技创业投资有限公司保证向本公司提供的信息真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 本公司董事会及全体董事保证公告内容与信息披露义务人提供的信息一致。 重要内容提示: 发行境外上市外资股(H 股)股票并在香港联合交易所有限公司主板挂牌上市引 起公司总股本增加,进而导致公司相关股东或者相关股东及其一致行动人持股比 例被动稀释,不触及要约收购。 上海铸傲企业管理中心 ...
天岳先进8月21日大宗交易成交541.54万元
天岳先进8月21日大宗交易平台出现一笔成交,成交量10.21万股,成交金额541.54万元,大宗交易成交 价为53.04元,相对今日收盘价折价16.51%。该笔交易的买方营业部为兴业证券股份有限公司北京复兴 门外大街证券营业部,卖方营业部为中国银河证券股份有限公司北京金融街证券营业部。 (文章来源:证券时报网) 进一步统计,近3个月内该股累计发生2笔大宗交易,合计成交金额为3696.14万元。 证券时报·数据宝统计显示,天岳先进今日收盘价为63.53元,下跌4.12%,日换手率为2.63%,成交额为 7.32亿元,全天主力资金净流出1.34亿元,近5日该股累计上涨2.35%,近5日资金合计净流出2.91亿元。 两融数据显示,该股最新融资余额为7.24亿元,近5日增加3259.23万元,增幅为4.71%。(数据宝) 8月21日天岳先进大宗交易一览 | 成交量 (万 | 成交金额 | 成交价 | 相对当日收盘 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | | (万元) | 格 | 折溢价(%) | | | | 股) | | (元) | | | ...