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天通股份炒作熄火两连板后大跌 预亏过亿募投项目延期至2029年
Chang Jiang Shang Bao· 2026-02-05 08:43
Core Viewpoint - Tian Tong Co., Ltd. (600330.SH) experienced a significant stock price drop after two consecutive trading days of gains, highlighting potential risks associated with speculative trading in the stock market [1][2]. Group 1: Stock Performance - On February 5, Tian Tong Co., Ltd. opened lower and saw its stock price decline by 7.32%, even hitting the daily limit down during trading [2]. - The stock had previously experienced a cumulative increase of 37.39% over three trading days from January 30 to February 4, with a turnover rate of 58.06%, both significantly higher than the industry average [3]. Group 2: Business Overview - The company specializes in the research, development, manufacturing, and sales of electronic materials and high-end specialized equipment [3]. - Recent attention on the company has been driven by its involvement in commercial aerospace concepts and the niobate lithium crystal sector, although it does not produce commercial satellites or optical module products [3]. Group 3: Financial Performance - For the first three quarters of 2025, the company reported a revenue of 2.459 billion yuan, a year-on-year decrease of 3.96%, and a net profit attributable to shareholders of 57.32 million yuan, down 53.85% year-on-year [4]. - The company anticipates a net loss for the entire year of 2025, projecting a loss between 120 million yuan and 170 million yuan, with a non-recurring net profit loss expected between 170 million yuan and 220 million yuan [4]. Group 4: Industry Challenges - The company attributes its anticipated losses to an imbalance in supply and demand within the photovoltaic industry, leading to prolonged collection periods for equipment sales and increased provisions for bad debts [5]. - As of September 2025, the company's accounts receivable decreased to 1.949 billion yuan from 2.325 billion yuan in the previous year, indicating efforts to manage financial risks [5]. Group 5: Strategic Initiatives - To mitigate cyclical risks in the photovoltaic industry, the company is actively exploring applications for its grinding and polishing equipment in sectors outside of photovoltaics and investing in new equipment development [5]. - The company has successfully developed 12-inch optical-grade niobate lithium crystals, which are essential for the large-scale, cost-effective manufacturing of next-generation high-speed optoelectronic devices [5].
天通股份:公司不生产商业卫星及光模块产品
Zhi Tong Cai Jing· 2026-02-04 09:55
天通股份(600330)(600330.SH)发布风险提示性公告称,公司主营业务为电子材料及高端专用装备的 研发、制造和销售。经自查,公司目前生产经营正常,内部生产经营秩序正常,主营业务未发生重大变 化,公司不存在其他应披露而未披露的重大信息。近期,公司因商业航天概念、铌酸锂晶体领域及CPO 概念影响,受关注度较高。其中,公司主营业务未发生变化,公司不生产商业卫星;铌酸锂晶体领域涉 及公司"大尺寸射频压电晶圆项目",该项目为公司募投项目,建设期将延期至2029年12月,截至目前该 项目尚未结项,且尚未形成稳定收入;公司主营业务未发生变化,公司不生产光模块产品。公司特别提 醒广大投资者注意热点概念炒作风险,理性判断、谨慎决策。 ...
天通股份(600330.SH):公司不生产商业卫星及光模块产品
智通财经网· 2026-02-04 09:52
Core Viewpoint - The company, Tiantong Co., Ltd. (600330.SH), has issued a risk warning announcement stating that its main business in electronic materials and high-end specialized equipment remains stable and has not undergone significant changes [1] Business Operations - The company confirms that its production and operational order is normal, and there are no undisclosed significant information [1] - The company does not engage in the production of commercial satellites or optical module products [1] Project Updates - The company is involved in the "large-size RF piezoelectric wafer project" within the niobate lithium crystal field, which is a fundraising project with a construction period extended to December 2029 [1] - As of now, this project has not been completed and has not generated stable revenue [1] Market Sentiment - The company has gained increased attention due to the commercial aerospace concept, niobate lithium crystal field, and CPO concept [1] - The company advises investors to be cautious of speculative risks associated with hot concepts and to make rational judgments [1]
天通股份:公司主营业务为电子材料及高端专用装备的研发、制造和销售 公司不存在其他应披露而未披露的重大信息
Mei Ri Jing Ji Xin Wen· 2026-02-03 09:21
每经AI快讯,2月3日,天通股份(600330)公告,公司股票于2026年1月30日、2月2日、2月3日连续三 个交易日内日收盘价格涨幅偏离值累计超过20%,属于股票交易异常波动情形。经公司自查,并书面征 询公司控股股东、实际控制人,截至本公告披露日,除公司已披露的事项外,不存在其他应披露而未披 露的重大信息。公司主营业务为电子材料及高端专用装备的研发、制造和销售。经自查,公司目前生产 经营正常,内部生产经营秩序正常,主营业务未发生重大变化,公司不存在其他应披露而未披露的重大 信息。 ...
天通股份:公司主营业务未发生重大变化
Zhi Tong Cai Jing· 2026-02-03 09:16
Core Viewpoint - The company, Tiantong Co., Ltd. (600330.SH), has announced that its main business operations in electronic materials and high-end specialized equipment are normal, with no significant changes or undisclosed major information [1] Group 1 - The company specializes in the research, development, manufacturing, and sales of electronic materials and high-end specialized equipment [1] - The company has conducted a self-inspection and confirmed that its production and operational order is normal [1] - There are no significant changes in the company's main business activities [1]
天通股份(600330.SH):公司主营业务未发生重大变化
智通财经网· 2026-02-03 09:12
智通财经APP讯,天通股份(600330.SH)发布股价异动公告称,公司主营业务为电子材料及高端专用装 备的研发、制造和销售。经自查,公司目前生产经营正常,内部生产经营秩序正常,主营业务未发生重 大变化,公司不存在其他应披露而未披露的重大信息。 ...
2连板天通股份:目前生产经营正常,不存在应披露而未披露的重大事项
Xin Lang Cai Jing· 2025-12-10 08:36
天通股份12月10日发布公告,公司股票连续三个交易日内日收盘价格涨幅偏离值累计超过20%,根据 《上海证券交易所交易规则》的有关规定,属于股票交易异常波动情形。 经核实,公司主营业务为电 子材料及高端专用装备的研发、制造和销售。经自查,公司目前生产经营正常,内部生产经营秩序正 常,主营业务未发生重大变化,公司不存在其他应披露而未披露的重大信息。 ...