港股详情

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丘钛科技

8.620

-0.200-2.27%

成交量：389.40万

成交额：3,345.03万

市值：102.58亿

市盈率：32.32

高：8.840

开：8.820

低：8.400

收：8.820

52周最高：16.838

52周最低：5.090

股本：11.90亿

香港流通股本：11.90亿

量比：0.64

换手率：0.33%

股息：0.26

股息率：3.02%

每股收益(LYR):0.267

净资产收益率：9.20%

总资产收益率：2.74%

市净率：1.70

市盈率(LYR):32.32

市销率: 0.52

数据加载中...

总览公司新闻资讯公告

每日卖空追踪 | 丘钛科技 02月20日卖空量成交75.8万股，卖空比例为19.47%

每日卖空追踪 | 丘钛科技 02月13日卖空量成交20.6万股，卖空比例为3.35%

【券商聚焦】宝通证券：恒指微升0.3% 关注科技板块及比特币异动

丘钛科技(01478)1月手机摄像头模组销量为4148.2万件环比减少3.7% 同比增加19.5%

手机产业链普遍上涨鸿腾精密(06088)涨3.58% 据报OpenAI首款耳机“Dime”拟今年发布

每日卖空追踪 | 丘钛科技 02月06日卖空量成交22万股，卖空比例为6.19%

丘钛科技02月06日遭主力抛售76.3万元

欧菲、丘钛、新思考发力潜望摄像头，手机光学链迎来价值重塑

潮电视觉与感知

每日卖空追踪 | 丘钛科技 02月05日卖空量成交14万股，卖空比例为2.78%

国元国际：给予丘钛科技(01478)“买入”评级目标价12.89港元

丘钛科技02月04日主力净流出219.0万元散户资金买入

丘钛科技盘中异动临近收盘大幅下挫5.11%

联创、欧菲、思特威齐发力8M车载摄像头，从性能象征到智能驾驶的“入场券”

潮电视觉与感知

每日卖空追踪 | 丘钛科技 02月03日卖空量成交67.4万股，卖空比例为6.49%

丘钛科技盘中异动股价大涨5.08%报9.300港元

丘钛科技（1478）更新2026年1月股份变动月报表股本维持不变

港股异动 | 手机产业链全线走低 12月手机销量同比下滑20% 内存涨价或抑制手机出货量

丘钛科技01月30日遭主力抛售594.7万元

每日卖空追踪 | 丘钛科技 01月29日卖空量成交52.4万股，卖空比例为4.05%

内存供应紧张消费电子板块受压鸿腾精密(06088)跌7.55%

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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260213163303a6f6e415&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1504","BK1096","01478","BK1179"],"gpt_icon":0},{"id":"2610994056","title":"【券商聚焦】宝通证券：恒指微升0.3% 关注科技板块及比特币异动","url":"https://stock-news.laohu8.com/highlight/detail?id=2610994056","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610994056?lang=zh_cn&edition=fundamental","pubTime":"2026-02-12 11:09","pubTimestamp":1770865782,"startTime":"0","endTime":"0","summary":"金吾财讯|宝通证券发布研报指，前一交易日港股三大指数集体收涨，恒生指数微升83点报27,266点，恒生科技指数表现较强涨0.9%。A股呈现分化，沪指微升0.09%而创业板指跌1%。宏观层面，人民币中间价升至6.9438创2023年5月以来新高，中国央行单日净投放4035亿元流动性。特朗普考虑退出美墨加协议引发贸易不确定性。个股表现中，百威亚太全年纯利跌32.6%至4.89亿美元，维持末期息5.66仙；网易-S第四季净利润同比降28.8%至62.42亿元人民币。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212112900a6f17c0e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260212112900a6f17c0e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4594","BK4588","NTES","BK4614","09999","02513","HSI","BK4601","01876","HSTECH","01478","BK4585"],"gpt_icon":0},{"id":"2610383079","title":"丘钛科技(01478)1月手机摄像头模组销量为4148.2万件 环比减少3.7% 同比增加19.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=2610383079","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610383079?lang=zh_cn&edition=fundamental","pubTime":"2026-02-11 17:37","pubTimestamp":1770802628,"startTime":"0","endTime":"0","summary":"智通财经APP讯，丘钛科技 发布公告，于2026年1月，手机摄像头模组销量为4148.2万件，环比减少3.7%，同比增加19.5%。摄像头模组销售数量合计4407.1万件，环比减少4.1%，同比增加22.8%。公告称，摄像头模组产品销售数量同比增长，主要是由于海外客户需求增加及供应份额持续上升。同时，其他领域摄像头模组产品的销售情况继续向好，集团应用于物联网及智能汽车领域的摄像头模组销售数量均同比大幅增长。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1404219.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01478","BK1504","BK1179","BK1096"],"gpt_icon":0},{"id":"2610501078","title":"手机产业链普遍上涨 鸿腾精密(06088)涨3.58% 据报OpenAI首款耳机“Dime”拟今年发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2610501078","media":"金吾财讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610501078?lang=zh_cn&edition=fundamental","pubTime":"2026-02-09 09:39","pubTimestamp":1770601161,"startTime":"0","endTime":"0","summary":"金吾财讯 | 手机产业链普遍上涨，鸿腾精密 涨3.58%，蓝思科技涨2.77%，丘钛科技涨2.39%，瑞声科技涨2.24%，舜宇光学科技涨1.62%，比亚迪电子涨1.42%，高伟电子涨0.34%。科技知名爆料人 Smart Pikachu 2月7日在社交平台 X 发文透露，OpenAI 内部代号为“Sweetpea”的首款硬件，已命名为“Dime”，是一款类似苹果 AirPods 的耳机产品，并预计今年推出。贴文提到，OpenAI 原本计划打造一款“类手机”的耳机设备，但因记忆体芯片供应短缺，导致组件价格急升，因而推迟了有关开发。","market":"hk","thumbnail":"https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MmRhZGRhNjQ0NTZmM2ZiNTY3MTMzODA5NjE3MTg=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974756","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0348767384.USD","HK0000320223.HKD","BK1170","IE00B29SXG58.USD","BK1167","LU1831875114.USD","HK0000320264.USD","LU0348766576.USD","BK1589","02018","BK1149","SG9999006597.SGD","LU0274383008.USD","SG9999001069.SGD","LU0326950275.SGD","02382","LU1211504680.USD","BK1582","01415","BK1607","06088","BK1521","BK1540","BK1504","HK0000306701.USD","BK1515","BK1508","01478","00285","06613","HK0000306685.HKD","BK1096","BK1500","BK1608","BK1580","SG9999014674.SGD","BK1179"],"gpt_icon":0},{"id":"2609153345","title":"每日卖空追踪 | 丘钛科技 02月06日卖空量成交22万股，卖空比例为6.19%","url":"https://stock-news.laohu8.com/highlight/detail?id=2609153345","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609153345?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 16:30","pubTimestamp":1770366623,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间02月06日，跌2.12%，卖空量成交22万股，较上一交易日减少38.03%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206163318a6dac182&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206163318a6dac182&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1096","BK1504","01478","BK1179"],"gpt_icon":0},{"id":"2609515387","title":"丘钛科技02月06日遭主力抛售76.3万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2609515387","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609515387?lang=zh_cn&edition=fundamental","pubTime":"2026-02-06 16:15","pubTimestamp":1770365740,"startTime":"0","endTime":"0","summary":"02月06日, 丘钛科技股价跌2.12%，报收8.79元，成交金额3125.7万元，换手率0.30%，振幅3.23%，量比0.44。丘钛科技今日主力资金净流出76.3万元，连续3日净流出，上一交易日主力净流出127.2万元。该股近5个交易日下跌5.48%，主力资金累计净流入1002.7万元，其中1个交易日为股价上涨时净流出；近20日主力资金累计净流出5652.0万元，其中净流出天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206161846a483bb2f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:34","pubTimestamp":1770363284,"startTime":"0","endTime":"0","summary":"行业追踪数据显示，2024年，潜望式长焦镜头在中国市场4000元以上机型的渗透率已超过70%。在目前行业中，欧菲光、丘钛科技、舜宇光学、盛泰精密、三赢兴等多家模组厂商均以配备潜望摄像头模组产线，马达厂商新思考、友华微、三美电机、三星电机、阿尔卑斯等厂商针对潜望摄像头进行特定调教，头部厂商出货量获得强劲支撑。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260206161516a6daab4d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1770280222,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间02月05日，涨0.22%，卖空量成交14万股，较上一交易日减少77.99%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205163405a47f6011&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205163405a47f6011&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1096","BK1504","01478","BK1179"],"gpt_icon":0},{"id":"2609326830","title":"国元国际：给予丘钛科技(01478)“买入”评级 目标价12.89港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2609326830","media":"智通财经","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609326830?lang=zh_cn&edition=fundamental","pubTime":"2026-02-05 14:45","pubTimestamp":1770273949,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，国元国际发布研报称，预测丘钛科技2025~2027年收入分别为198.04、219.53和244.77亿元人民币，归母净利润14.26、9.1和10.92亿元人民币。摄像头模组产品综合平均单价达到约人民币41.5元，同比提升约27.2%，环比2024年H2提升约16.1%。相应的销售收入占摄像头模组产品总销售收入的比例约为23.9%，较同期提升约14.3个百分点，环比2024年H2提升约8.5个百分点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401986.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01478"],"gpt_icon":0},{"id":"2609947203","title":"丘钛科技02月04日主力净流出219.0万元 散户资金买入","url":"https://stock-news.laohu8.com/highlight/detail?id=2609947203","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609947203?lang=zh_cn&edition=fundamental","pubTime":"2026-02-04 16:15","pubTimestamp":1770192919,"startTime":"0","endTime":"0","summary":"02月04日, 丘钛科技股价跌4.68%，报收8.96元，成交金额5175.1万元，换手率0.48%，振幅5.00%，量比0.51。丘钛科技今日主力资金净流出219.0万元，上一交易日主力净流入682.5万元。该股近5个交易日下跌9.08%，主力资金累计净流出1090.2万元；近20日主力资金累计净流出6526.5万元，其中净流出天数为13日。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204161602a6d1ed61&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:59","pubTimestamp":1770191966,"startTime":"0","endTime":"0","summary":"2026年02月04日临近收盘15时59分，丘钛科技股票出现波动，股价大幅跳水5.11%。截至发稿，该股报8.920港元/股，成交量543.9万股，换手率0.46%，振幅5.00%。丘钛科技股票所在的电子零件行业中，整体跌幅为0.89%。其相关个股中，亚洲联网科技、瑞远智控、信恳智能涨幅较大，振幅较大的相关个股有亚洲联网科技、高伟电子、蓝思科技，振幅分别为49.51%、7.13%、6.00%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260204155926953fc251&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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17:24","pubTimestamp":1770110686,"startTime":"0","endTime":"0","summary":"8MP摄像头已全面覆盖从10万元以下到40万元以上的所有主流价格区间。这场普及风暴的核心驱动力，是车企在“智能驾驶”赛道进行差异化竞争的刚性需求。8MP摄像头提供的图像信息量是此前主流2MP方案的4倍，能更精准地识别远距离小型物体、交通标识及车道线，其普及直接决定了L2+级智能驾驶体验的下限。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020317380197a4a52f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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16:30","pubTimestamp":1770107422,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间02月03日，涨6.21%，卖空量成交67.4万股，较上一交易日增加22.77%更多个股卖空数据请看下面视窗：卖空数据是观测市场多空博弈的关键指标：短期可反映市场情绪，高卖空比例预示看空预期，但极端值可能触发轧空反弹；长期结合基本面恶化则预警下行风险。需注意其局限性：卖空行为包含对冲需求，未必单纯看空；机构可能通过衍生品做空未体现在数据中，且散户跟风易扭曲信号。股市有风险，请谨慎决策。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203163348a6cdb6bd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:33","pubTimestamp":1770089618,"startTime":"0","endTime":"0","summary":"2026年02月03日临近午盘11时33分，丘钛科技股票出现异动，股价快速拉升5.08%。截至发稿，该股报9.300港元/股，成交量451万股，换手率0.38%，振幅4.52%。资金方面，该股资金流入2341.2万港元，流出1434.03万港元。丘钛科技股票所在的电子零件行业中，整体涨幅为0.57%。其相关个股中，高伟电子、丘钛科技、中国技术集团涨幅较大，振幅较大的相关个股有未来机器有限公司、高伟电子、中国技术集团，振幅分别为10.38%、6.98%、6.10%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020311333897a49808&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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15:01","pubTimestamp":1770015683,"startTime":"0","endTime":"0","summary":"丘钛科技（集团）有限公司于2026年2月2日发布2026年1月股份变动月报表，报告期截至2026年1月31日。该月公司总股本保持不变，无新增发行、购回或注销股份。已发行股份总数与上月相同，数量仍为1,189,531,475股，库藏股份为零。截至1月底，尚无任何期权获行使或转换为实际股份。截至期末，公司股本结构未发生实质性变化。公司确认已遵守香港联合交易所有限公司证券上市规则及相关法律法规。上述公告由公司秘书程芝化签署。","market":"sh","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"SGX","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["01478"],"gpt_icon":0},{"id":"2608831627","title":"港股异动 | 手机产业链全线走低 12月手机销量同比下滑20% 内存涨价或抑制手机出货量","url":"https://stock-news.laohu8.com/highlight/detail?id=2608831627","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2608831627?lang=zh_cn&edition=fundamental","pubTime":"2026-02-02 11:59","pubTimestamp":1770004749,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，手机产业链全线走低，截至发稿，丘钛科技(01478)跌5.91%，报8.75港元；比亚迪电子(00285)跌4.13%，报32.02港元；高伟电子(01415)跌3.76%，报29.14港元。消息面上，2025年12月，中国智能手机销量达到约2100万台，同比下滑约20%。华为、OPPO、荣耀、vivo、苹果以约20%、17%、14%、14%、13%的份额排名前五。高盛发布研报称，由于内存价格上涨，将2026/27年全球智能手机出货量预测下调了6%/5%至12亿/12亿部，即同比-6%/+2%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1400450.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK1589","01478","BK4588","VT","BK1515","BK1540","BK1582","LU0274383008.USD","BK1170","HK0000306701.USD","BK1149","BK1580","BK1096","BK1607","HK0000320223.HKD","BK1504","BK4585","01415","00285","BK1179","HK0000306685.HKD","LU0348766576.USD","LU0348767384.USD","HK0000320264.USD"],"gpt_icon":0},{"id":"2607504790","title":"丘钛科技01月30日遭主力抛售594.7万元","url":"https://stock-news.laohu8.com/highlight/detail?id=2607504790","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607504790?lang=zh_cn&edition=fundamental","pubTime":"2026-01-30 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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260130161850a4683c56&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK1504","BK1179","BK1096","01478"],"gpt_icon":0},{"id":"2607066358","title":"每日卖空追踪 | 丘钛科技 01月29日卖空量成交52.4万股，卖空比例为4.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=2607066358","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2607066358?lang=zh_cn&edition=fundamental","pubTime":"2026-01-29 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跌7.55%，高伟电子跌4.62%，丘钛科技跌2.35%，舜宇光学科技跌1.88%，瑞声科技跌1.88%。他表示，iPhone的内存报价现在是按季谈，而非半年，所以苹果的报价在2026年第二季度还会再涨一次，目前看第二季度的环比涨价幅度约与2026年第一季度接近。苹果作为全球消费电子巨头，其产品的价格波动不仅体现该公司自身的产品策略，也往往作为行业风向标，引发一系列连锁反应。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250110/MDc3ODQ0ZjRmZjY3NDY3NWE2ZmExZWEzMjkyYmRjMmI4NjI3MTMyNDA2NzU1.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1974193","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK1179","01478","BK1504","LU0348767384.USD","HK0000306685.HKD","LU1831875114.USD","LU0348766576.USD","01415","BK1096","IE00B29SXG58.USD","02382","LU0326950275.SGD","159732","BK1500","LU1211504680.USD","SG9999014674.SGD","06088","SG9999006597.SGD","SG9999001069.SGD","HK0000320264.USD","BK1608","HK0000320223.HKD","BK1508","BK1589","BK1167","HK0000306701.USD","02018","BK1521","BK1170","BK1607"],"gpt_icon":0}],"pageSize":20,"totalPage":10,"pageCount":1,"totalSize":198,"code":"91000000","status":"200"}]}}