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丘钛科技

7.480

-0.190-2.48%

成交量：341.10万

成交额：2,536.27万

市值：89.01亿

市盈率：5.28

高：7.550

开：7.520

低：7.300

收：7.670

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：0.66

换手率：0.29%

股息：0.25

股息率：3.34%

每股收益(LYR):1.417

净资产收益率：25.96%

总资产收益率：6.26%

市净率：1.22

市盈率(LYR):5.28

市销率: 0.38

数据加载中...

总览公司新闻资讯公告

丘钛科技午后转涨逾4%

每日经济新闻

港股苹果概念股午后强势

南方财经网

《业绩》丘钛科技(01478.HK)全年纯利升435.2%至14.9亿人民币派末期息40港仙

阿斯达克财经

下周备忘

阿斯达克财经

【湾区早参】澳门力推“首店经济计划”；广州1—2月全社会用电量同比增长7.33%

丘钛科技(01478)2月手机摄像头模组销量为3211.6万件同比增加40.2%

每日卖空追踪 | 丘钛科技 03月11日卖空量成交25.7万股，卖空比例为6.52%

首款折叠屏iPhone将于下半年发布，苹果产业链有望引发关注(附港股概念股)

丘钛科技盘中异动大幅上涨5.12%

AWE 2026周四开幕消费电子板块集体上扬富智康集团(02038)涨6.03%

每日卖空追踪 | 丘钛科技 03月09日卖空量成交43.2万股，卖空比例为7.16%

手机产业链继续下跌存储涨价冲击供应链全球手机面板出货或下滑7.3%

丘钛科技盘中异动早盘急速下跌5.18%

【券商聚焦】中国银河：AI时代消费电子迎接新变革

丘钛科技2026年2月股份变动及期权情况公告

港股异动丨手机产业链股持续走低内存价格创历史记录手机涨价潮来临或抑制需求

港股异动 | 手机产业链集体下跌存储芯片供应短缺今年全球智能手机市场或下滑13%

每日卖空追踪 | 丘钛科技 02月27日卖空量成交12.8万股，卖空比例为2.63%

每日卖空追踪 | 丘钛科技 02月25日卖空量成交24.1万股，卖空比例为8.56%

丘钛科技02月25日主力净流出81.3万元散户资金买入

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16:25。","market":"other","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20230920111628582_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20230920111628582_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1509349/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1509349/latest-news/AAFN","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1096","CYB","01478","UCmain","MCNHmain","MUCmain","BK1179","BK1504","CNHmain"],"gpt_icon":0},{"id":"2619195165","title":"下周备忘","url":"https://stock-news.laohu8.com/highlight/detail?id=2619195165","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2619195165?lang=zh_cn&edition=fundamental","pubTime":"2026-03-13 18:17","pubTimestamp":1773397020,"startTime":"0","endTime":"0","summary":"3月16日(周一)新西兰2月服务业PSI：前值50.9英国3月Rightmove住宅放盘叫价月率：前值无升跌英国3月Rightmove住宅放盘叫价年率：前值无升跌中国首两月城镇固定资产投资年率：预测跌4.2%中国2月城镇调查失业率：预测5.1%中国首两月规模以上工业增加值年率：预测升5%中国首两月社会消费品零售总额年率：预测升2.5%印度2月批发物价年率：预测升2.05%；前值升1.81%印度2月","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20180504113902584_s.jpg","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20180504113902584_s.jpg"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1509083/latest-news/AAFN","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aafn-con/NOW.1509083/latest-news/AAFN","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":"aastocks_highlight","symbols":["00257","00003","00836","00775","01044","01113","00856","01313","01199","01384","00386","00045","01128","01828","00486","00071","00137","00934","01099","00788","00998","01179","00034","00148","00006","00975","01818","01882","01083","00570","00806","01038","00667","00001","00268","00336","09988","01299","00062","00772","00700","01378","00762","00867","00338","01033","01698","01836","01478"],"gpt_icon":1},{"id":"2618970154","title":"【湾区早参】澳门力推“首店经济计划”；广州1—2月全社会用电量同比增长7.33%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618970154","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618970154?lang=zh_cn&edition=fundamental","pubTime":"2026-03-12 08:49","pubTimestamp":1773276585,"startTime":"0","endTime":"0","summary":"期内，集团收入20.47亿美元，同比增长35.74%。截至2026年2月28日，累计完成发电量3,094,135.39兆瓦时，同比增加5.60%。","market":"other","thumbnail":"https://static.szfiu.com/news/20241108/ZTRlMTU1ZDUyYWE0NDQzMjc2MzgzOTI4MA==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/ZTRlMTU1ZDUyYWE0NDQzMjc2MzgzOTI4MA==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976332","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":null,"symbols":["BK1200","BK1137","01478","BK1594","BK1166","01860","BK1583","02656","BK1197","BK1096","01931","00956","BK1504","BK1179","02460","BK1586","BK1613","BK1518","BK1558","BK1590","BK1503"],"gpt_icon":0},{"id":"2618100239","title":"丘钛科技(01478)2月手机摄像头模组销量为3211.6万件 同比增加40.2%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618100239","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618100239?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 17:25","pubTimestamp":1773221123,"startTime":"0","endTime":"0","summary":"智通财经APP讯，丘钛科技 发布公告，2026年2月，手机摄像头模组销量为3211.6万件，环比减少22.6%，同比增加40.2%。摄像头模组销售数量合计3354.7万件，环比减少23.9%，同比增加40.3%。摄像头模组产品销售数量环比减少，主要是由于春节假期因素;而同比增长，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，本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/1412664.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["01478","BK1504","BK1179","BK1096"],"gpt_icon":0},{"id":"2618694026","title":"每日卖空追踪 | 丘钛科技 03月11日卖空量成交25.7万股，卖空比例为6.52%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618694026","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618694026?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 16:30","pubTimestamp":1773217822,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间03月11日，涨0.71%，卖空量成交25.7万股，较上一交易日减少2.65%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=nesSN20260311163247a460b59c&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=nesSN20260311163247a460b59c&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":["BK1179","BK1096","BK1504","01478"],"gpt_icon":0},{"id":"2618796033","title":"首款折叠屏iPhone将于下半年发布，苹果产业链有望引发关注(附港股概念股)","url":"https://stock-news.laohu8.com/highlight/detail?id=2618796033","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618796033?lang=zh_cn&edition=fundamental","pubTime":"2026-03-11 08:40","pubTimestamp":1773189642,"startTime":"0","endTime":"0","summary":"据报道，苹果将于2026年下半年发布首款折叠屏手机iPhone Fold，供应链相关信息显示，苹果已大幅调高该机型的供应链备货量，较原定目标上调20%，为近年苹果新机少见的备货需求大幅调升。2026财年第一季度，苹果公司总营收和净利润分别同比增长16%和15.9%，远超预期。苹果公司财报表现亮眼，为产业链复苏注入强劲信心。iPhone本身的高端定位和巨大销售体量将有望带动整个产业链迎来高速发展拐点。为 iPhone 供应中低端摄像头模组，深度绑定苹果中端机型供应链。","market":"hk","thumbnail":"https://static.tigerbbs.com/a761e19b304821725e08db6d2d6088c7","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/a761e19b304821725e08db6d2d6088c7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"520fec00b1c3593fd7a8e2034fb46ed8","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1412396.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0345770993.USD","BK4170","LU0476273544.USD","BK1170","LU0353189680.USD","LU2361045086.USD","IE00BYXW3230.USD","LU0069063385.USD","LU2896262040.SGD","SG9999014559.SGD","SG9999015952.SGD","LU0823421416.USD","LU0949170426.SGD","SGXZ31699556.SGD","LU1934455863.HKD","IE00BFSS8Q28.SGD","LU2092937148.SGD","LU1852331112.SGD","BK4553","LU0823421333.USD","LU0124676726.USD","LU0158827948.USD","IE0034235303.USD","LU1084165304.USD","LU0265550359.USD","LU0943347566.SGD","LU2065171402.SGD","SG9999001424.SGD","IE00BN8TJ469.HKD","LU2456880835.USD","LU1496350171.SGD","LU2347655156.SGD","SG9999015341.SGD","SG9999015978.USD","LU0466842654.USD","LU0456855351.SGD","LU2028103732.USD","LU2087625088.SGD","LU1674673428.USD","LU0256863902.USD","LU0820561909.HKD","LU2602419157.SGD","LU2125154935.USD","LU0061475181.USD","IE00BJTD4N35.SGD","LU0784385170.HKD","LU1235294995.USD","LU1571399168.USD","LU0314106906.USD","LU1366192091.USD","LU2420271590.USD","IE00B1BXHZ80.USD","LU0965509283.SGD","BK4559","IE00BSNM7G36.USD","LU2746668461.USD","LU0345770308.USD","LU0353189763.USD","BK4505","SG9999018865.SGD","LU1232071149.USD","LU0079474960.USD","IE00B5949003.HKD","LU2471134879.HKD","LU2097344431.USD","SG9999017495.SGD","LU0082616367.USD","LU1244550494.USD","LU2452424414.USD","LU1548497426.USD","LU1718418525.SGD","IE00B3SWFQ91.USD","BK1504","BK4566","LU0942090050.USD","IE00BDRTCR15.USD","LU2111349929.HKD","LU0820562030.AUD","LU0820561818.USD","LU2360032135.SGD","LU1582986359.USD","IE00BKDWB100.SGD","LU0957808578.USD","LU1791710400.SGD","LU1974910355.USD","LU2089283258.USD","LU0965508806.USD","LU2065171311.SGD","LU1066051225.USD","LU2237443549.SGD","BK1179","IE00BK4W5M84.HKD","BK4571","IE00BKVL7J92.USD","LU0215105999.USD","LU2213496289.HKD","HK0000320264.USD","LU1046421795.USD","IE0004445015.USD","LU2168564065.EUR","IE00B29SXG58.USD","LU2168563687.JPY","LU0057025933.USD","IE00BFSS7M15.SGD","LU0494093205.USD","SG9999014575.USD","IE00BN29S564.USD","BK1521","02018","IE0004091025.USD","LU0326950275.SGD","LU2543165471.USD","LU0203202063.USD","LU2054465674.USD","LU2505996509.AUD","LU1868837136.USD","LU0553294199.USD","IE0001KFT4U8.USD","LU2461242641.AUD","BK4527","LU1316542783.SGD","SG9999014906.USD","LU0912757837.SGD","LU2430703095.HKD","IE00B4YYXB79.USD","LU1244550221.USD","01478","BK4534","LU0708995401.HKD","IE00BK4W5L77.USD","LU0210533765.USD","LU2023250504.SGD","LU0345768740.USD","LU2125154778.USD","BK1500","LU1066051811.HKD","LU0077335932.USD","LU0957791311.USD","LU1831875114.USD","LU0784384876.USD","LU2552382058.USD","LU0323591593.USD","LU1119994496.HKD","LU1551013342.USD","LU0823434740.USD","LU2361044949.HKD","BK1608","LU1206712785.SGD","LU0080751232.USD","LU1629891620.HKD","LU2089284900.SGD","LU1989771016.USD","LU0096364046.USD","IE00B7KXQ091.USD","BK4573","IE00B19Z8X17.USD","LU0314104364.USD","BK4550","LU0472753341.HKD","LU1280957306.USD","LU1803068979.SGD","LU0345769128.USD","LU0642271901.SGD","LU1035775433.USD","LU1267930730.SGD","LU2191332357.HKD","LU2087621335.USD","LU0149725797.USD","LU1989764748.USD","LU0417517546.SGD","LU1506573853.SGD","IE00BJTD4V19.USD","LU1066053197.SGD","LU2746668974.SGD","LU1116320901.HKD","LU2168564222.USD","IE00BZ1G4Q59.USD","BK4554","SG9999014674.SGD","LU0097036916.USD","LU2092627202.USD","LU2430703178.SGD","IE00B775H168.HKD","LU2552382132.HKD","LU2168564149.EUR","LU1116320737.USD","LU1934455277.USD","LU2458330243.SGD","LU2133065610.SGD","IE00BWXC8680.SGD","LU2237443382.USD","LU0265550946.USD","LU0316494557.USD","LU0724617625.USD","LU1242518857.USD","LU0109392836.USD","LU0170899867.USD","IE000KEQY171.SGD","LU1127390331.HKD","HK0000306701.USD","IE00BLSP4452.SGD","LU0823434583.USD","LU1699723380.USD","LU1069344957.HKD","LU1674673691.USD","LU1366333091.USD","LU1582986433.USD","BK4592","LU0308772762.SGD","BK4575","LU2023251221.USD","LU2237443978.SGD","LU0868494708.USD","LU0053666078.USD","LU1720051108.HKD","LU1145028129.USD","SG9999006597.SGD","LU0787776722.HKD","IE000ITXATA3.USD","IE00B19Z8W00.USD","LU0689626769.HKD","LU0444971666.USD","LU2381873111.SGD","BK1167","LU0251132253.USD","LU0795875169.SGD","LU1496350502.SGD","LU0719512351.SGD","IE00B19Z9505.USD","LU0979878070.USD","LU0345768153.USD","LU0511384066.AUD","LU2403377893.USD","LU2417539215.USD","LU1868836914.USD","LU1291159041.SGD","IE00B775SV38.USD","LU2756315318.SGD","LU1934455194.USD","HK0000914660.USD","LU2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大幅上涨5.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618493873","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618493873?lang=zh_cn&edition=fundamental","pubTime":"2026-03-10 13:57","pubTimestamp":1773122225,"startTime":"0","endTime":"0","summary":"2026年03月10日下午盘13时57分，丘钛科技股票出现波动，股价急速上涨5.12%。截至发稿，该股报8.420港元/股，成交量451.06万股，换手率0.38%，振幅4.00%。丘钛科技股票所在的电子零件行业中，整体涨幅为0.83%。其相关个股中，鸿腾精密、高伟电子、蓝思科技涨幅较大，振幅较大的相关个股有前海健康、信恳智能、航天控股，振幅分别为13.33%、12.82%、6.45%。","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=nesSN202603101357059546945d&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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消费电子板块集体上扬，富智康集团(02038)涨6.03%，高伟电子(01415)涨5.16%，蓝思科技(06613)涨5.09%，鸿腾精密(06088)涨3.92%，丘钛科技(01478)涨3.12%，瑞声科技(02018)涨2.44%，东江集团控股(02283)涨2.12%。消息面上，作为全球三大家电与消费电子展之一，中国家电及消费电子博览会（AWE 2026）将于3月12日至15日在上海举行。本届展会以\"AI科技·慧享未来\"为主题，首次采用\"一展双区\"模式，总展览面积达17万平方米，汇聚全球1200家参展企业。","market":"us","thumbnail":"https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MGQ5MWNhYjgxMjA0ZDU3OGI4Y2EzYTk1OWIyNGM1NTg2NTUyNjEzMTk5Ng==.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976196","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":["BK1096","BK1500","06088","06613","02018","BK1170","LU0348766576.USD","SG9999014674.SGD","SG9999001069.SGD","SG9999006597.SGD","HK0000500386.USD","HK0000306685.HKD","LU0348767384.USD","BK1179","HK0000252160.HKD","HK0000320264.USD","02283","BK1508","BK1607","BK1183","HK0000306701.USD","02038","01415","01478","159732","BK1504","HK0000320223.HKD","BK1608","HK0000252152.HKD","BK1167"],"gpt_icon":0},{"id":"2618625402","title":"每日卖空追踪 | 丘钛科技 03月09日卖空量成交43.2万股，卖空比例为7.16%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618625402","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618625402?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 16:30","pubTimestamp":1773045022,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间03月09日，跌1.23%，卖空量成交43.2万股，较上一交易日减少16.92%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=nesSN20260309163247a6b1c649&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=nesSN20260309163247a6b1c649&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":["BK1504","BK1179","BK1096","01478"],"gpt_icon":0},{"id":"2618171786","title":"手机产业链继续下跌 存储涨价冲击供应链 全球手机面板出货或下滑7.3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618171786","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618171786?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 11:29","pubTimestamp":1773026972,"startTime":"0","endTime":"0","summary":"消息面上，据TrendForce集邦咨询最新手机面板调查，由于占手机成本极高的存储器缺货与价格攀升，冲击了品牌对2026年的出货规划，更削弱面板出货动能。预估2026年全球手机面板出货量约为21.4亿片，较2025年23.1亿片下滑约7.3%，结束了自2023年以来的成长周期，首度转为年减态势。IDC将2026年智能手机出货量预期大幅下调至约11亿，远低于去年12.6亿台的数据。","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=nesSN20260309113202a45a1438&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=nesSN20260309113202a45a1438&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":["HK0000306701.USD","HK0000320223.HKD","06088","HK0000306685.HKD","LU0348766576.USD","BK1096","BK1508","HK0000320264.USD","BK1170","BK1179","LU0348767384.USD","01415","BK1504","SG9999001069.SGD","01478","06613"],"gpt_icon":0},{"id":"2618177617","title":"丘钛科技盘中异动 早盘急速下跌5.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2618177617","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2618177617?lang=zh_cn&edition=fundamental","pubTime":"2026-03-09 09:57","pubTimestamp":1773021453,"startTime":"0","endTime":"0","summary":"2026年03月09日早盘09时57分，丘钛科技股票出现波动，股价大幅跳水5.18%。截至发稿，该股报7.690港元/股，成交量162.3万股，换手率0.14%，振幅2.10%。丘钛科技股票所在的电子零件行业中，整体跌幅为1.18%。其相关个股中，王氏国际、瑞远智控、超人智能涨幅较大，振幅较大的相关个股有未来机器有限公司、鸿腾精密、高伟电子，振幅分别为12.15%、6.04%、5.75%。","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=nesSN2026030909573397aaa2a1&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=nesSN2026030909573397aaa2a1&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":["BK1179","BK1504","01478","BK1096"],"gpt_icon":0},{"id":"2617508940","title":"【券商聚焦】中国银河：AI时代 消费电子迎接新变革","url":"https://stock-news.laohu8.com/highlight/detail?id=2617508940","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2617508940?lang=zh_cn&edition=fundamental","pubTime":"2026-03-06 08:39","pubTimestamp":1772757586,"startTime":"0","endTime":"0","summary":"金吾财讯 | 中国银河证券表示，2026年3月2日—3月4日，苹果密集发布多款新品，涵盖了手机、电脑、平板多条产品线。此次新品的核心逻辑是升级核心配置，把握AI生态入口。该机构指，在AI的驱动下，消费电子行业也面临新的发展方向，简单的产品迭代已经无法在这场行业变革中保持竞争优势。Canalys此前预测，2025年全球AI手机渗透率将达到34%，到2029年这一比例将快速提升至57%。","market":"fut","thumbnail":"https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MDc2YjQxZmY4Y2VkNWEzNDU4MmJiNGExMDgxOTA3MjUwMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1976016","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":["HK0000306701.USD","BK1515","BK1580","BK1608","BK1607","BK1149","BK0188","LU1211504680.USD","LU0274383008.USD","SG9999006597.SGD","02038","HK0000320223.HKD","BK1521","SG9999014674.SGD","BK1564","00698","BK1582","06881","02382","BK1096","601881","BK1500","BK1589","LU0326950275.SGD","01415","LU0348766576.USD","BK1508","LU0348767384.USD","BK1167","BK0276","BK1540","LU1831875114.USD","159732","01478","02018","BK1504","IE00B29SXG58.USD","BK1179","BK1170","BK1147","HK0000306685.HKD","00285","HK0000320264.USD"],"gpt_icon":0},{"id":"2616501378","title":"丘钛科技2026年2月股份变动及期权情况公告","url":"https://stock-news.laohu8.com/highlight/detail?id=2616501378","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616501378?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 12:07","pubTimestamp":1772510875,"startTime":"0","endTime":"0","summary":"金吾财讯|丘钛科技于2026年3月3日提交了关于2026年2月股份变动的月度报告。在股份期权方面，公司设有两项主要的购股权计划。两项计划中，部分购股权已失效，但大部分仍有效，分别涉及481.8万股和1389.625万股。公告还确认，公司已符合适用的公众持股量要求，并且在本月内没有发生股份的发行、回购或转让等变动。综上所述，丘钛科技在本月内股份结构稳定，期权计划正常执行，且维持了良好的公众持股量标准。","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=nesSN20260303121721a69badbe&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=nesSN20260303121721a69badbe&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":["01478","BK1504","BK1179","BK1096"],"gpt_icon":0},{"id":"2616495203","title":"港股异动丨手机产业链股持续走低 内存价格创历史记录 手机涨价潮来临或抑制需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2616495203","media":"格隆汇","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616495203?lang=zh_cn&edition=fundamental","pubTime":"2026-03-03 11:35","pubTimestamp":1772508925,"startTime":"0","endTime":"0","summary":"格隆汇3月3日｜港股手机产业链股持续下跌，其中，瑞声科技跌超6%，富智康集团跌近4%，丘钛科技、比亚迪电子、高伟电子跌近3%，舜宇光学、蓝思科技跟跌。消息上，行业人士认为，如果内存价格维持高位，2026年手机市场可能出现一年内多次调价的情况。成本压力已全面传导至终端。机构预测，2026年中国市场新品手机均价将较2025年同档位上涨15%—25%。目前中国消费者的平均换机周期已拉长至33-38个月，涨价潮下这一趋势只会加剧。","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=nesSN20260303113620a69b8885&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=nesSN20260303113620a69b8885&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":["00285","06613","01478","02018","BK1504","BK1508","02038","BK1167"],"gpt_icon":0},{"id":"2616580684","title":"港股异动 | 手机产业链集体下跌 存储芯片供应短缺 今年全球智能手机市场或下滑13%","url":"https://stock-news.laohu8.com/highlight/detail?id=2616580684","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616580684?lang=zh_cn&edition=fundamental","pubTime":"2026-03-02 10:33","pubTimestamp":1772418803,"startTime":"0","endTime":"0","summary":"消息面上，行业研究机构IDC在最新报告中警告，2026年全球智能手机市场将因为内存短缺迎来一场“前所未有的危机”。IDC将2026年智能手机出货量预期大幅下调至约11亿，远低于去年12.6亿台的数据。这意味着智能手机市场可能会在今年迎来创纪录的同比13%下滑。据科创板日报报道，当前智能手机存储芯片采购成本较去年同期已上涨超过80%，且仍未见放缓迹象。这将是近五年来手机行业规模最大、涨幅最为显著的一轮集体调价。","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/1408815.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":["VXUS","HK0000306701.USD","HK0000306685.HKD","BK1504","BK4588","06613","01415","BK1170","BK1096","BK4585","HK0000320264.USD","VT","HK0000320223.HKD","BK1179","01478"],"gpt_icon":0},{"id":"2614835891","title":"每日卖空追踪 | 丘钛科技 02月27日卖空量成交12.8万股，卖空比例为2.63%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614835891","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614835891?lang=zh_cn&edition=fundamental","pubTime":"2026-02-27 16:30","pubTimestamp":1772181022,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间02月27日，跌2.2%，卖空量成交12.8万股，较上一交易日减少86.04%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=nesSN20260227163247a436772b&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=nesSN20260227163247a436772b&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":["BK1504","BK1179","BK1096","01478"],"gpt_icon":0},{"id":"2614039280","title":"每日卖空追踪 | 丘钛科技 02月25日卖空量成交24.1万股，卖空比例为8.56%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614039280","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614039280?lang=zh_cn&edition=fundamental","pubTime":"2026-02-25 16:30","pubTimestamp":1772008224,"startTime":"0","endTime":"0","summary":"丘钛科技北京时间02月25日，跌1.19%，卖空量成交24.1万股，较上一交易日减少73.75%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=nesSN20260225163247a4c673ab&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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丘钛科技股价跌1.19%，报收9.12元，成交金额2659.8万元，换手率0.24%，振幅2.49%，量比0.51。丘钛科技今日主力资金净流出81.3万元，上一交易日主力净流入352.0万元。该股近5个交易日上涨5.80%，主力资金累计净流入880.0万元，其中1个交易日为股价下跌时净流入；近20日主力资金累计净流出1710.7万元，其中净流出天数为10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=nesSN20260225161940a4c664bf&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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