港股详情

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海光芯正

109.700

+8.0007.87%

成交量：136.62万

成交额：1.43亿

市值：100.44亿

市盈率：-79.26

高：117.500

开：97.000

低：94.000

收：101.700

52周最高：219.600

52周最低：59.750

股本：9,155.67万

香港流通股本：9,155.67万

量比：2.24

换手率：1.49%

股息：- -

股息率：- -

每股收益(LYR):-1.384

净资产收益率：-25.12%

总资产收益率：-3.48%

市净率：4.89

市盈率(LYR):-79.26

市销率: 6.49

数据加载中...

总览公司新闻资讯公告

海光芯正7月股份变动月报：注册股本增至91,556,745股

光通信板块受压中际旭创（03308）跌9.52% 市传美国考虑禁止进口中国光模块

港股异动 | 美禁令传闻重创光模块，中际旭创跌 8%，剑桥科技跌4%

港股午评|恒生指数午盘跌0.49% 光通信概念逆市大涨

光通信概念股早盘涨幅居前海光芯正大涨超23%中际旭创涨超15%

AI算力驱动光通信行业进入新景气周期相关板块强势海光芯正（01191）涨27.94%

海光芯正(01191)股价显著上升14.71%，现价港币$92.8

阿斯达克财经

港股异动 | 光通信概念股涨幅居前 InP供应缺口进一步扩大机构看好超跌硬科技与光通信长期配置价值

海光芯正（01191）拟于2026年8月25日召开第二次临时股东会六项议案待表决

海光芯正授予董事会股份购回授权，规模达已发行H股一成

港股异动 | 光通信概念多数上扬，英伟达CPO技术正式进入量产阶段，花旗指近期板块迎多重催化

港股异动 | 光通信概念多数上扬英伟达CPO技术正式进入量产阶段花旗指近期板块迎多重催化

港股异动 | 海光芯正涨超17%，正锁定2027年度千万颗DSP芯片采购订单

港股异动 | 海光芯正(01191.HK)涨超11% 正锁定2027年度千万颗DSP芯片采购订单

海光芯正(01191.HK)：已就2027年度采购约1,000万颗DSP芯片

阿斯达克财经

海光芯正(01191.HK)已与上游独立第三方核心芯片供应商落实2027年度芯片采购安排

海光芯正（01191）锁定2027年千万人份DSP芯片采购订单

光通信概念全线走强剑桥科技（06166）涨17.56%、曦智科技-P（01879）涨17.24%

海光芯正(01191)拟修订章程　注册资本拟增至91,556,745元

海光芯正创历史新低

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| 美禁令传闻重创光模块，中际旭创跌 8%，剑桥科技跌4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188184161","media":"智通财经","labels":["policyRegulatory","movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188184161?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 09:33","pubTimestamp":1785893638,"startTime":"0","endTime":"0","summary":"光通信概念股多数下跌，截至发稿，中际旭创跌8%；海光芯正跌4%；剑桥科技跌4%。消息面上，日前有报道称，知情人士透露，美国政府正起草一项禁令，拟禁止进口中国新型号的数据中心组件，以保护支撑AI发展的关键基础设施。据悉，国内头部企业占据全球七成以上高速光模块产能，仅中际旭创在美国数通光模块市场就有约27%的份额。中金公司表示，光模块的核心功能是光电信号转换，本身不承担业务数据存储。","market":"us","thumbnail":"https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3299f0aa430f44d45729a266d0f7b350"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/content/recommend.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"美禁令传闻重创光模块","news_tag":"policyRegulatory,movement","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["03308","01191","06166"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2656758114","title":"港股午评|恒生指数午盘跌0.49%   光通信概念逆市大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2656758114","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656758114?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 12:00","pubTimestamp":1785816025,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，港股恒生指数跌0.49%，跌126点，报25882点；恒生科技指数跌0.19%。光通信概念股涨幅居前。InP供应缺口进一步扩大，机构看好超跌硬科技与光通信长期配置价值。CRO概念股涨幅居前，近期多家海外MNC与CXO披露中报盈喜并上调全年指引。滴普科技午前涨超6%，上半年AI收入同比增超2倍，公司实现季度扭亏为盈。中广核矿业涨超6%，我国新核准8组核电机组 SPUT连续两周增持实物铀。7月车企销量分化加剧，科技仍是车市竞争关键。","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/1475619.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":["SG9999002463.SGD","02015","BK1249","BK1583","01191","HK0000165453.HKD","BK1149","BK1155","IDRV","HK0000320264.USD","09088","HK0000320223.HKD","HSI","002821","01729","07300","BK1116","01548","BK1524","BK1134","BK1592","KC","LU0320764599.SGD","XPEV","03033","BK1191","LU1171460220.USD","BK1537","LU2242644610.SGD","LI","HK0000306701.USD","BK1170","BK1594","03200","07200","BK1575","09868","83115","01164","03115","BK1117","09115","603083","LU1046422090.SGD","BK1533","BK1178","09630","03419","BK1588","07552","BK1610","300308","URNJ","03308","LU2125910500.SGD","LU1794554557.SGD","82800","02359","BK1119","LU0348766576.USD","02837","MCHmain","BK1576","BK1240","03088","01384","603259","BK1541","LU0348767384.USD","03317","BK1141","09067","LU0052750758.USD","BK1156","LU2279858448.HKD","06821","BK1163","301200","03067","BK1587","513600","LU1720050803.USD","07226","03037","07500","BK1539","01359","BK1183","HSTECH","HK0000306685.HKD","HHImain","LU0708995583.HKD","BK1169","02833","LU2045819591.USD","BK1613","06166","03896","03032","BK1147","688630","LU0593848301.USD","03417","02533","01396","02800","03423","BK1122"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656958186","title":"光通信概念股早盘涨幅居前 海光芯正大涨超23%中际旭创涨超15%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656958186","media":"新浪港股","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656958186?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 11:30","pubTimestamp":1785814200,"startTime":"0","endTime":"0","summary":"热点栏目自选股\n数据中心\n行情中心\n资金流向\n模拟交易客户端光通信概念股早盘涨幅居前，截至发稿，海光芯正（01191）上涨23.30%，报99.75港元；中际旭创（03308）上涨15.11%，报1158港元；剑桥科技（06166）上涨14.66%，报82.50港元；长飞光纤光缆（06869）上涨7.11%，报102.50港元；汇聚科技（01729）上涨6.98%，报14.40港元；鸿腾精密（06088）上涨5.31%，报5.16港元。","market":"other","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":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2026-08-04/doc-inimchzt5493064.shtml","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":"sina","symbols":["LU0348825331.USD","LU0210526637.USD","LU0051755006.USD","LU1997245177.USD","BK1249","91530","LU2580892789.USD","SG9999011746.SGD","SGXZ81163826.USD","LU1720050803.USD","SIXG","LU1997245094.SGD","LU2008162690.USD","IE00BYTNYN87.SGD","LU2213484517.USD","LU0359201612.USD","LU1997244956.HKD","LU2399975544.HKD","BK0167","01191","LU1255011170.USD","LU1781817850.SGD","LU1794554557.SGD","LU0082770016.SGD","LUMA","HK0000306701.USD","BK0028","LU1719994722.HKD","BK0214","LU1146622755.USD","LU0456827905.SGD","LU0359202008.SGD","IE00BYQNZ168.SGD","LU0417516902.SGD","LU0572944931.SGD","LU1064131003.USD","IE0032431581.USD","LU1979443071.USD","BK0077","LU1303224171.USD","LU2778985437.USD","LU1023057109.AUD","BK1533","03308","BK1537","LU1064130708.USD","FOTO","LU1808992512.USD","LU0231483743.USD","300308"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656589912","title":"AI算力驱动光通信行业进入新景气周期 相关板块强势 海光芯正（01191）涨27.94%","url":"https://stock-news.laohu8.com/highlight/detail?id=2656589912","media":"金吾财讯","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656589912?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 10:47","pubTimestamp":1785811638,"startTime":"0","endTime":"0","summary":"东莞证券表示，AI算力驱动光通信行业进入新景气周期。据LightCounting数据，2025年全年光模块及相关产品的最终销售额统计为268亿美元，较2024年增长74%。LightCounting预测2026年以太网光模块市场将增长65%，2026年800G光模块出货量将增长一倍以上，1.6T光模块出货量将从2025年的小基数增长至数千万端口。2026年全球光模块进入800G全面普及、1.6T规模商用阶段，需求重心加速转向高速规格。","market":"sg","thumbnail":"https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20241108/MzQyYjVhODQ3ZWY1M2M1MGY5NWIyMTYzODE1MzIxNzE=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1987425","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["300433","BK1533","LU0320764599.SGD","LU1171460220.USD","601869","LU0708995583.HKD","BK1149","TCHI","06869","BK1240","01729","BK1147","01191","BK1537","LU1251922891.USD","LU2039709279.SGD","LU0588546209.SGD","LU0307460666.USD","LU0314109678.HKD","06613","BK1589","BK1523","LU2279858448.HKD","BK1506","01347","SG9999006597.SGD","LU0348767384.USD","BK1116","BK1163","BK1607","SG9999001069.SGD","BK1122","BK1508","688347","03308","LU0052750758.USD","06088","LU0348766576.USD","LU1328277881.USD","06166","LU1303224171.USD","BK1614","300308","603083","IE0034224299.USD","BK1249","LU1813983027.USD","LU1719994722.HKD","BK1170","LU1770034418.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656458958","title":"海光芯正(01191)股价显著上升14.71%，现价港币$92.8","url":"https://stock-news.laohu8.com/highlight/detail?id=2656458958","media":"阿斯达克财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656458958?lang=zh_cn&edition=fundamental","pubTime":"2026-08-04 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股价在上午10:30比前收市价显著上升14.71%，现股价为港币$92.8。至目前为止，今日最高价为$92.8，而最低价为$81.7。总成交量为16.715万股，总成交金额为港币$1.468千万。","market":"hk","thumbnail":"https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png","type":0,"news_type":0,"thumbnails":["https://plib.aastocks.com/aafnnews/image/medialib/20190515141041255_s.png"],"rights":{"source":"aastocks_highlight","url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608041760/aamm-all-category","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.aastocks.com/tc/stocks/news/aamm-content/AAR2608041760/aamm-all-category","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"aastocks_highlight","symbols":["BK1537","BK1147","BK1170","01191"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2656858625","title":"港股异动 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六项议案待表决","url":"https://stock-news.laohu8.com/highlight/detail?id=1109199403","media":"公告速递","labels":["SGX"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1109199403?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 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光通信概念多数上扬，英伟达CPO技术正式进入量产阶段，花旗指近期板块迎多重催化","url":"https://stock-news.laohu8.com/highlight/detail?id=2656912347","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2656912347?lang=zh_cn&edition=fundamental","pubTime":"2026-08-03 13:07","pubTimestamp":1785733650,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，光通信概念股多数上扬。消息面上，近日，据TrendForce集邦咨询报道，$英伟达 $旗下新一代Spectrum-X CPO交换机已开始向部分合作伙伴出货，$博通$51.2T Bailly 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