以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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Sumitomo
10 atoms · 跨 7 天 · 首见 2026-04-07 · 最近 2026-06-22
三色: 🟦 fact 7 · 🟥 take 3 · stance ▲3/▼0/◆3
来源: 群 1 · X 9
时态: fresh:7 · aging:2 · stale:1
标签: 好信源:6 · 好数字:2 · 好观点:2 · 好思考:1
叙事 (narrative) (2)
- 2026-05-01
[老化中] · 利润驱动因素
Sumitomo: higher aluminium, sulphuric acid, and oil-linked LNG prices may drive increased profits, CEO says.
tags: 好信源 · → daily
- 2026-05-09
[老化中] · 需要持续观察营收指引
레이저로는 필수재료로 사용되니까 스미모토, AXT의 매출액 가이던스를 꾸준히 관찰해야 할 듯
tags: 好思考 · → daily
预测 (forecast) (1)
- 2026-06-22 · CW激光器份额和硅光子学将成为主导架构的预测
Think Sumitomo's projections with CW laser share + silicon photonics being majority / dominant architecture should be correct
tags: 好观点 · → daily
立场 (position) (1)
展开 1 条老旧 / 已过期
- 2026-05-03
[老旧] · 被归类为复利增长股
Compounders: Sumitomo
tags: 好观点 · → daily
事实 (fact) (6)
- 2026-06-16 ⭐ · 全球磷化铟基板市场份额
AXT and Sumitomo each hold about 40% of the market, together controlling roughly 80% of global InP substrate capacity.
tags: 好数字·好信源 · → daily
value: qty=40% · date=长期
- 2026-05-01 · CEO对Ambatovy镍项目出售的表态
CEO says a sale was deemed the best option for the Ambatovy nickel project in Madagascar after a full review.
tags: 好信源 · → daily
- 2026-05-01 · sale decision driven by buyer with nickel expertise capable of sustaining the project
Sumitomo: sale decision driven by buyer with nickel expertise capable of sustaining the project, CEO says.
tags: 好信源 · → daily
- 2026-04-07 · 涨幅
Sumitomo +11%
tags: 好数字 · → daily
value: qty=+11%
- 2026-06-19 · announced shutdown of tungsten rod production
Sumitomo just dropped its shutdown notice for tungsten rods, cutting production starting July 1st
tags: 好信源 · → daily
value: date=2026-07-01
- 2026-06-19 · tungsten material flow halted for Japan
due to the total halt of tungsten material flowing into Japan
tags: 好信源 · → daily
时间轴 (近 20)
- 2026-06-22 ·
forecast · CW激光器份额和硅光子学将成为主导架构的预测 · → daily
- 2026-06-19 ·
fact · announced shutdown of tungsten rod production · → daily
- 2026-06-19 ·
fact · tungsten material flow halted for Japan · → daily
- 2026-06-16 ·
fact · 全球磷化铟基板市场份额 · → daily
- 2026-05-09 ·
narrative · 需要持续观察营收指引 · → daily
- 2026-05-03 ·
position · 被归类为复利增长股 · → daily
- 2026-05-01 ·
narrative · 利润驱动因素 · → daily
- 2026-05-01 ·
fact · CEO对Ambatovy镍项目出售的表态 · → daily
- 2026-05-01 ·
fact · sale decision driven by buyer with nickel expertise capable · → daily
- 2026-04-07 ·
fact · 涨幅 · → daily
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