数据表管理 - 涨停股票

编号	涨停原因	问财原因	板块逻辑	日线数据
126467	南亚向客户发出涨价函	玻纤机+纺织机械+机器人+中报减亏 1、据2026年6月29日业绩说明会，公司玻璃纤维加捻机适用于玻璃纤维、玄武岩玻纤长丝筒子等的加捻，VGT-9是公司玻璃纤维加捻机产品之一。 2、据2025年10月22日公司官微，公司新推出的鸿腾S1条筒自动运输机器人，采用“举升离地”设计，可满足客户多样化需求，适用性广。 3、据2026年4月29日年报，公司是在全球范围天然纤维纺织机械领域少数能够提供从开清棉组到空气纺纱机整体解决方案的提供商，用户遍布全球超130个国家与地区。 4、据2026年7月15日业绩预告，公司预计2026年半年度归母净利润为-5,000万元到-10,000万元，与上年同期相比亏损幅度收窄。	公司旗下品牌有阿尔玛、福克曼等，在玻纤领域有明星产品VGT高端玻纤机	2026-06-29\|7.49\|5.49\|7.81\|7.81\|7.32\|2996353;2026-06-30\|8.05\|7.48\|7.27\|8.24\|7.16\|3253225;2026-07-01\|7.25\|-9.94\|7.66\|7.73\|7.25\|1710611;2026-07-02\|6.53\|-9.93\|6.75\|7.08\|6.53\|1737042;2026-07-03\|6.26\|-4.13\|6.50\|6.73\|6.26\|1445097;2026-07-06\|5.93\|-5.27\|6.37\|6.48\|5.90\|1045239;2026-07-07\|5.67\|-4.38\|5.93\|6.27\|5.55\|1139020;2026-07-08\|5.33\|-6.00\|5.78\|5.78\|5.30\|874300;2026-07-09\|5.66\|6.19\|5.43\|5.73\|5.28\|1219367;2026-07-10\|5.41\|-4.42\|5.67\|5.79\|5.41\|1082365;2026-07-13\|4.87\|-9.98\|5.33\|5.44\|4.87\|905713;2026-07-14\|5.02\|3.08\|4.81\|5.06\|4.70\|927479;2026-07-15\|4.84\|-3.59\|5.08\|5.08\|4.79\|775476;2026-07-16\|4.48\|-7.44\|4.75\|4.80\|4.43\|900383;2026-07-17\|4.07\|-9.15\|4.53\|4.54\|4.03\|976028;2026-07-20\|3.66\|-10.07\|4.15\|4.19\|3.66\|1041495;2026-07-21\|3.97\|8.47\|3.74\|3.98\|3.29\|1340240;2026-07-22\|3.86\|-2.77\|3.90\|4.10\|3.82\|952562;2026-07-23\|3.91\|1.30\|3.88\|4.08\|3.81\|731508;2026-07-24\|3.83\|-2.05\|3.90\|4.01\|3.76\|680924;2026-07-27\|4.06\|6.01\|3.85\|4.07\|3.78\|906505;2026-07-28\|3.89\|-4.19\|4.06\|4.22\|3.86\|950720;2026-07-29\|3.84\|-1.29\|3.89\|3.91\|3.67\|921646;2026-07-30\|3.62\|-5.73\|3.81\|3.88\|3.58\|782394;2026-07-31\|3.82\|5.52\|3.80\|3.95\|3.80\|1027734;2026-08-03\|3.87\|1.31\|3.80\|3.87\|3.76\|694222;2026-08-04\|4.05\|4.65\|3.88\|4.07\|3.84\|784213;2026-08-05\|4.28\|5.68\|4.06\|4.29\|4.02\|902623;2026-08-06\|4.35\|1.64\|4.20\|4.38\|4.18\|860654;2026-08-07\|4.45\|2.30\|4.35\|4.48\|4.19\|870881;2026-08-10\|4.44\|-0.22\|4.50\|4.57\|4.28\|888195;2026-08-11\|4.36\|-1.80\|4.37\|4.45\|4.33\|581067;2026-08-12\|4.47\|2.52\|4.35\|4.48\|4.34\|568064;2026-08-13\|4.31\|-3.58\|4.50\|4.56\|4.30\|627742;2026-08-14\|4.42\|2.55\|4.33\|4.43\|4.29\|540511;2026-08-17\|4.86\|9.95\|4.51\|4.86\|4.46\|625425;2026-08-18\|4.53\|-6.79\|4.86\|4.87\|4.46\|1848624;2026-08-19\|4.10\|-9.49\|4.45\|4.49\|4.08\|1124028;2026-08-20\|4.15\|1.22\|4.20\|4.24\|4.10\|711228;2026-08-21\|4.25\|2.41\|4.16\|4.27\|4.03\|604589;2026-08-24\|4.08\|-4.00\|4.23\|4.24\|3.98\|690531;2026-08-25\|4.25\|4.17\|4.01\|4.28\|3.96\|711928;2026-08-26\|4.24\|-0.24\|4.30\|4.30\|4.11\|532758;2026-08-27\|4.35\|2.59\|4.21\|4.38\|4.20\|578273;2026-08-28\|4.31\|-0.92\|4.36\|4.45\|4.29\|677613;2026-08-31\|4.36\|1.16\|4.22\|4.36\|4.20\|491131;2026-09-01\|4.30\|-1.38\|4.40\|4.40\|4.26\|494802;2026-09-02\|4.23\|-1.63\|4.26\|4.29\|4.17\|469182;2026-09-03\|4.18\|-1.18\|4.25\|4.28\|4.10\|435986;2026-09-04\|4.07\|-2.63\|4.21\|4.29\|4.05\|548214;2026-09-07\|4.11\|0.98\|4.08\|4.28\|4.08\|602472;2026-09-08\|4.13\|0.49\|4.10\|4.22\|4.09\|565738;2026-09-09\|4.17\|0.97\|4.13\|4.22\|4.10\|467775;2026-09-10\|4.15\|-0.48\|4.12\|4.51\|4.10\|1218713;2026-09-11\|4.18\|0.72\|4.09\|4.24\|3.93\|1103660;2026-09-14\|4.45\|6.46\|4.12\|4.57\|4.07\|1962999;2026-09-15\|4.29\|-3.60\|4.42\|4.55\|4.28\|1143101;2026-09-16\|4.72\|10.02\|4.30\|4.72\|4.22\|2052690;2026-09-17\|4.57\|-3.18\|4.59\|4.65\|4.49\|1900686;2026-09-18\|4.55\|-0.44\|4.62\|4.62\|4.45\|1251098;2026-09-21\|4.58\|0.66\|4.54\|4.64\|4.51\|1055575;2026-09-22\|4.50\|-1.75\|4.59\|4.68\|4.48\|951201;2026-09-23\|4.42\|-1.78\|4.55\|4.79\|4.39\|1298748;2026-09-24\|4.32\|-2.26\|4.40\|4.60\|4.30\|885728;2026-09-28\|3.98\|-7.87\|4.30\|4.47\|3.95\|1063206;2026-09-29\|3.97\|-0.25\|3.95\|4.02\|3.86\|536947;2026-09-30\|3.84\|-3.27\|3.99\|4.01\|3.84\|605915;2026-10-08\|3.85\|0.26\|3.88\|4.05\|3.81\|829758;2026-10-09\|3.66\|-4.94\|3.82\|3.84\|3.48\|820046;2026-10-12\|3.58\|-2.19\|3.63\|3.70\|3.56\|420451;2026-10-13\|3.62\|1.12\|3.50\|3.65\|3.39\|568507;2026-10-14\|3.49\|-3.59\|3.60\|3.62\|3.48\|343562;2026-10-15\|3.35\|-4.01\|3.38\|3.46\|3.31\|476949;2026-10-16\|3.33\|-0.60\|3.41\|3.44\|3.29\|455548;2026-10-19\|3.25\|-2.40\|3.32\|3.32\|3.10\|543125;2026-10-20\|3.34\|2.77\|3.23\|3.38\|3.23\|492512;2026-10-21\|3.31\|-0.90\|3.36\|3.40\|3.29\|359835;2026-10-22\|3.17\|-4.23\|3.32\|3.33\|3.16\|382909;2026-10-23\|3.27\|3.15\|3.14\|3.28\|2.96\|739870;2026-10-26\|3.18\|-2.75\|3.25\|3.27\|3.17\|404262;2026-10-27\|3.08\|-3.14\|3.22\|3.25\|3.08\|334168;2026-10-28\|3.15\|2.27\|3.09\|3.17\|3.06\|407808;2026-10-29\|3.08\|-2.22\|3.14\|3.17\|3.07\|373695;2026-10-30\|2.98\|-3.25\|3.00\|3.15\|2.95\|526636;2026-11-02\|3.00\|0.67\|2.99\|3.03\|2.90\|487576;2026-11-03\|2.97\|-1.00\|2.98\|3.06\|2.92\|446909;2026-11-04\|3.12\|5.05\|2.99\|3.15\|2.93\|966005;2026-11-05\|3.20\|2.56\|3.11\|3.23\|3.06\|764680;2026-11-06\|3.08\|-3.75\|3.08\|3.14\|3.04\|524614
126466		培育钻石+金刚石散热+许昌国资行业原因： 1、英特尔CEO陈立武近日公开表示，已投资一家金刚石晶圆公司，看好金刚石作为散热材料在芯片先进封装中的应用潜力， 2、据浙商证券6月27日研报，2026年至今多家培育钻龙头发布涨价函，价格普遍上调15%左右，当前原石供应持续偏紧。公司原因： 1、据2026年4月23日年报，公司主营业务为人造金刚石及金刚石制品，主要产品包括工业金刚石、培育钻石等，是超硬材料行业龙头以及唯一的全产业链布局企业。 2、据2026年4月23日年报，公司成功开发出多晶金刚石热沉片，导热性能指标达到国外同类产品水平，并计划推进其落地量产；据2026年5月22日互动易，子公司河南风优创材料技术有限公司的相关产品生产线已投产，相关设备陆续装机测试。 3、据2026年4月23日年报，公司控股股东为许昌市国有产业投资有限公司，最终控制人为许昌市财政局。	公司自主研发的“金刚石—碳化硅复合材料”项目取得重大阶段性成果，核心性能指标达到国际先进水平，成功破解了长期困扰半导体产业的热膨胀失配难题，为我国高端半导体散热技术自主可控提供了关键支撑	2026-06-29\|16.16\|-2.94\|16.77\|17.00\|15.41\|2079671;2026-06-30\|16.80\|3.96\|16.00\|16.94\|15.63\|1994124;2026-07-01\|16.39\|-2.44\|16.66\|17.80\|16.07\|2030612;2026-07-02\|18.03\|10.01\|15.48\|18.03\|15.36\|2365568;2026-07-03\|16.86\|-6.49\|17.66\|17.76\|16.24\|2626424;2026-07-06\|18.55\|10.02\|17.00\|18.55\|16.67\|2882336;2026-07-07\|18.36\|-1.02\|17.99\|19.89\|17.96\|3610225;2026-07-08\|17.59\|-4.19\|18.42\|19.60\|17.46\|3176233;2026-07-09\|18.70\|6.31\|17.35\|19.24\|16.53\|3207840;2026-07-10\|17.00\|-9.09\|18.35\|19.80\|16.92\|3234494;2026-07-13\|15.30\|-10.00\|16.50\|17.17\|15.30\|1762490;2026-07-14\|15.23\|-0.46\|14.54\|15.55\|13.81\|1995072;2026-07-15\|14.07\|-7.62\|15.38\|15.71\|13.95\|1715624;2026-07-16\|12.88\|-8.46\|13.88\|14.04\|12.75\|1500171;2026-07-17\|11.89\|-7.69\|12.87\|13.08\|11.78\|1402928;2026-07-20\|10.70\|-10.01\|12.29\|12.57\|10.70\|1476954;2026-07-21\|11.49\|7.38\|10.76\|11.50\|9.63\|2150524;2026-07-22\|11.32\|-1.48\|11.25\|11.96\|11.12\|1672388;2026-07-23\|11.87\|4.86\|11.56\|12.45\|11.40\|2173008;2026-07-24\|11.03\|-7.08\|11.35\|11.63\|10.92\|1298504;2026-07-27\|11.45\|3.81\|11.05\|11.46\|10.59\|1206145;2026-07-28\|10.77\|-5.94\|11.21\|11.70\|10.67\|1176381;2026-07-29\|10.37\|-3.71\|10.96\|11.00\|10.00\|1258045;2026-07-30\|9.52\|-8.20\|10.15\|10.45\|9.38\|1309468;2026-07-31\|9.72\|2.10\|10.20\|10.29\|9.70\|1419374;2026-08-03\|9.59\|-1.34\|9.61\|9.92\|9.50\|897696;2026-08-04\|10.20\|6.36\|9.73\|10.24\|9.53\|1333981;2026-08-05\|11.22\|10.00\|10.06\|11.22\|10.05\|1544309;2026-08-06\|11.74\|4.63\|11.21\|11.96\|11.05\|2329150;2026-08-07\|12.18\|3.75\|11.74\|12.35\|11.56\|2104008;2026-08-10\|12.37\|1.56\|12.20\|12.43\|11.82\|1679050;2026-08-11\|12.34\|-0.24\|12.15\|12.55\|11.90\|1235815;2026-08-12\|12.47\|1.05\|12.48\|12.60\|12.13\|1312404;2026-08-13\|12.08\|-3.13\|12.71\|12.90\|12.06\|1401951;2026-08-14\|12.40\|2.65\|12.30\|12.49\|11.90\|1247149;2026-08-17\|13.64\|10.00\|12.50\|13.64\|12.50\|776168;2026-08-18\|14.32\|4.99\|14.02\|14.70\|13.71\|3008547;2026-08-19\|14.42\|0.70\|13.58\|15.70\|13.28\|3247225;2026-08-20\|13.44\|-6.80\|14.28\|14.28\|13.30\|2142526;2026-08-21\|13.54\|0.74\|13.05\|13.68\|12.72\|1499480;2026-08-24\|12.72\|-6.06\|13.49\|13.59\|12.47\|1404188;2026-08-25\|13.99\|9.98\|12.30\|13.99\|12.14\|1852096;2026-08-26\|13.90\|-0.64\|13.88\|14.14\|13.61\|1849093;2026-08-27\|14.61\|5.11\|13.92\|14.93\|13.79\|2405210;2026-08-28\|14.42\|-1.30\|14.60\|14.88\|14.30\|1782559;2026-08-31\|14.46\|0.28\|13.89\|14.46\|13.89\|1180494;2026-09-01\|14.64\|1.24\|14.46\|15.03\|14.04\|1880008;2026-09-02\|14.75\|0.75\|14.16\|15.99\|14.16\|2570312;2026-09-03\|15.92\|7.93\|15.10\|16.23\|14.76\|3871955;2026-09-04\|15.79\|-0.82\|15.80\|16.45\|15.21\|3492495;2026-09-07\|15.89\|0.63\|15.49\|16.20\|14.86\|2431383;2026-09-08\|16.50\|3.84\|15.61\|16.78\|15.61\|2531352;2026-09-09\|16.93\|2.61\|16.20\|17.24\|16.03\|2505650;2026-09-10\|15.36\|-9.27\|16.66\|17.05\|15.29\|2349504;2026-09-11\|15.03\|-2.15\|14.55\|15.79\|14.55\|1934591;2026-09-14\|16.53\|9.98\|14.66\|16.53\|14.30\|3049164;2026-09-15\|16.36\|-1.03\|16.58\|16.88\|16.20\|2525908;2026-09-16\|16.65\|1.77\|16.40\|16.86\|16.30\|2356125;2026-09-17\|16.06\|-3.54\|16.33\|16.73\|15.85\|1913180;2026-09-18\|16.00\|-0.37\|16.21\|16.30\|15.61\|1571076;2026-09-21\|16.42\|2.62\|16.07\|16.66\|15.90\|1713029;2026-09-22\|16.06\|-2.19\|16.50\|16.80\|16.02\|1767566;2026-09-23\|16.74\|4.23\|15.91\|17.18\|15.82\|2194003;2026-09-24\|16.89\|0.90\|16.49\|17.30\|16.15\|2100104;2026-09-28\|16.50\|-2.31\|16.91\|17.43\|15.99\|2277838;2026-09-29\|14.90\|-9.70\|15.99\|16.00\|14.85\|1967518;2026-09-30\|14.12\|-5.23\|14.93\|15.14\|14.08\|1625917;2026-10-08\|13.50\|-4.39\|14.10\|14.27\|13.38\|1270476;2026-10-09\|13.61\|0.81\|13.25\|13.73\|12.62\|1494619;2026-10-12\|12.73\|-6.47\|13.31\|13.56\|12.72\|912091;2026-10-13\|13.10\|2.91\|12.25\|13.31\|12.06\|1107328;2026-10-14\|12.64\|-3.51\|12.91\|13.31\|12.63\|736291;2026-10-15\|12.00\|-5.06\|12.13\|12.46\|11.98\|820539;2026-10-16\|12.04\|0.33\|12.35\|12.49\|11.91\|734251;2026-10-19\|11.83\|-1.74\|11.99\|12.00\|11.15\|870938;2026-10-20\|12.05\|1.86\|11.83\|12.25\|11.79\|740451;2026-10-21\|12.21\|1.33\|12.07\|12.48\|12.01\|773323;2026-10-22\|11.51\|-5.73\|12.21\|12.28\|11.51\|753764;2026-10-23\|11.77\|2.26\|11.37\|11.84\|10.61\|988996;2026-10-26\|11.35\|-3.57\|11.63\|11.91\|11.26\|624093;2026-10-27\|10.79\|-4.93\|11.55\|12.04\|10.78\|878078;2026-10-28\|11.13\|3.15\|10.97\|11.23\|10.70\|840899;2026-10-29\|11.50\|3.32\|11.40\|12.17\|11.21\|1559758;2026-10-30\|10.61\|-7.74\|10.50\|11.55\|10.50\|1233039;2026-11-02\|11.35\|6.97\|10.67\|11.60\|10.30\|1492820;2026-11-03\|10.59\|-6.70\|11.14\|11.35\|10.50\|1217021;2026-11-04\|11.53\|8.88\|10.65\|11.65\|10.10\|1751310;2026-11-05\|11.59\|0.52\|11.10\|11.92\|11.10\|1565398;2026-11-06\|10.89\|-6.04\|10.80\|11.27\|10.69\|1014465
126465		AI验布机+纺织机械+高端装备 1、据2026年4月11日2025年年度报告，公司自主研发的“YJAI智能验布机”被浙江省经信厅认定为2025年度浙江省首台套装备，基于边缘计算与云端协同技术实现纺织全产业链数字化质量追溯。 2、据2026年4月11日2025年年度报告，公司主营加弹机、经编机等高端纺织装备，加弹机销量业内领先，具备个性化定制与完善售后服务体系。 3、据2026年4月25日董事会决议公告，公司发布2026年度“提质增效重回报”行动方案，明确将AI技术深度融入纺织装备，强化智能化转型。	公司AI智能验布机深度融合华为ESIE算法模型与昇腾AI算力，验布速度可达60米/分钟，瑕疵检出率超90%，能精准识别针织、梭织等多场景面料瑕疵，还可通过边缘计算与云端协同实现质量追溯	2026-06-29\|14.14\|-1.26\|14.32\|14.58\|13.66\|63679;2026-06-30\|14.32\|1.27\|14.07\|14.50\|14.01\|42207;2026-07-01\|14.30\|-0.14\|14.58\|14.58\|14.08\|42454;2026-07-02\|14.17\|-0.91\|14.28\|14.73\|14.15\|41751;2026-07-03\|14.75\|4.09\|14.45\|14.99\|14.15\|51715;2026-07-06\|14.03\|-4.88\|14.88\|14.92\|14.02\|46219;2026-07-07\|13.50\|-3.78\|14.03\|14.12\|13.50\|32399;2026-07-08\|13.18\|-2.37\|13.50\|13.51\|13.12\|26343;2026-07-09\|13.02\|-1.21\|13.28\|13.29\|12.58\|40091;2026-07-10\|13.35\|2.53\|12.96\|13.70\|12.90\|43968;2026-07-13\|12.60\|-5.62\|13.30\|13.30\|12.50\|36702;2026-07-14\|12.86\|2.06\|12.59\|12.86\|12.35\|25622;2026-07-15\|13.02\|1.24\|12.70\|13.20\|12.66\|31159;2026-07-16\|12.93\|-0.69\|13.10\|13.21\|12.63\|36022;2026-07-17\|12.19\|-5.72\|13.00\|13.00\|12.05\|42528;2026-07-20\|11.48\|-5.82\|12.13\|12.49\|11.34\|51324;2026-07-21\|11.59\|0.96\|11.40\|11.64\|10.63\|71712;2026-07-22\|11.40\|-1.64\|11.37\|11.65\|11.20\|41811;2026-07-23\|11.86\|4.04\|11.40\|11.88\|11.40\|37443;2026-07-24\|11.52\|-2.87\|11.77\|11.87\|11.43\|28145;2026-07-27\|12.00\|4.17\|11.38\|12.01\|11.38\|31997;2026-07-28\|12.05\|0.42\|11.84\|12.25\|11.77\|27863;2026-07-29\|12.22\|1.41\|12.03\|12.30\|11.94\|34177;2026-07-30\|11.82\|-3.27\|12.10\|12.28\|11.69\|30502;2026-07-31\|12.08\|2.20\|12.05\|12.26\|11.80\|28013;2026-08-03\|12.43\|2.90\|12.32\|12.46\|12.03\|31256;2026-08-04\|12.66\|1.85\|12.50\|12.72\|12.43\|29947;2026-08-05\|12.91\|1.97\|12.71\|13.14\|12.65\|39976;2026-08-06\|13.10\|1.47\|12.73\|13.16\|12.73\|33739;2026-08-07\|13.05\|-0.38\|13.12\|13.18\|12.75\|27967;2026-08-10\|13.22\|1.30\|13.10\|13.24\|12.87\|27432;2026-08-11\|13.14\|-0.61\|13.22\|13.28\|12.97\|23247;2026-08-12\|14.45\|9.97\|13.14\|14.45\|13.08\|70842;2026-08-13\|13.58\|-6.02\|14.45\|14.68\|13.54\|158410;2026-08-14\|14.94\|10.01\|13.52\|14.94\|13.52\|82178;2026-08-17\|16.43\|9.97\|15.50\|16.43\|15.24\|101286;2026-08-18\|15.52\|-5.54\|15.82\|16.37\|15.24\|221712;2026-08-19\|14.20\|-8.51\|14.93\|15.34\|14.12\|133751;2026-08-20\|13.87\|-2.32\|14.20\|14.45\|13.75\|98892;2026-08-21\|15.26\|10.02\|13.91\|15.26\|13.91\|78210;2026-08-24\|14.91\|-2.29\|14.70\|15.21\|14.51\|145393;2026-08-25\|16.40\|9.99\|14.64\|16.40\|14.62\|182091;2026-08-26\|16.69\|1.77\|16.88\|17.78\|15.70\|270745;2026-08-27\|16.31\|-2.28\|16.21\|16.56\|16.00\|193236;2026-08-28\|16.98\|4.11\|16.01\|17.40\|15.82\|217790;2026-08-31\|16.40\|-3.42\|16.06\|16.91\|16.02\|135284;2026-09-01\|16.55\|0.91\|16.20\|16.80\|16.06\|113419;2026-09-02\|15.62\|-5.62\|16.11\|16.36\|15.51\|110033;2026-09-03\|15.25\|-2.37\|15.80\|15.91\|15.10\|92044;2026-09-04\|15.28\|0.20\|15.46\|15.78\|15.10\|86756;2026-09-07\|14.98\|-1.96\|15.25\|15.58\|14.88\|82022;2026-09-08\|14.99\|0.07\|15.22\|15.24\|14.76\|57392;2026-09-09\|14.89\|-0.67\|14.84\|15.05\|14.46\|73894;2026-09-10\|14.15\|-4.97\|14.74\|14.74\|14.14\|62435;2026-09-11\|13.94\|-1.48\|13.97\|14.04\|13.55\|52888;2026-09-14\|14.22\|2.01\|13.94\|14.39\|13.68\|41010;2026-09-15\|14.18\|-0.28\|14.13\|14.43\|13.92\|36329;2026-09-16\|14.24\|0.42\|14.20\|14.35\|13.93\|42136;2026-09-17\|14.33\|0.63\|14.12\|14.45\|14.02\|43281;2026-09-18\|14.35\|0.14\|14.36\|14.48\|14.25\|45304;2026-09-21\|14.59\|1.67\|14.34\|14.71\|14.28\|46591;2026-09-22\|14.62\|0.21\|14.60\|14.71\|14.44\|43115;2026-09-23\|14.76\|0.96\|14.60\|15.28\|14.48\|74604;2026-09-24\|14.43\|-2.24\|14.90\|14.99\|14.42\|49698;2026-09-28\|14.27\|-1.11\|13.95\|14.70\|13.95\|50258;2026-09-29\|14.11\|-1.12\|14.23\|14.42\|13.98\|31685;2026-09-30\|14.01\|-0.71\|14.19\|14.20\|13.80\|31437;2026-10-08\|13.82\|-1.36\|14.01\|14.19\|13.69\|31941;2026-10-09\|13.70\|-0.87\|13.76\|13.78\|13.00\|32482;2026-10-12\|13.41\|-2.12\|13.70\|13.75\|13.33\|21713;2026-10-13\|13.40\|-0.07\|13.20\|13.54\|12.85\|22844;2026-10-14\|13.00\|-2.99\|13.54\|13.55\|13.00\|22530;2026-10-15\|12.58\|-3.23\|12.71\|12.90\|12.53\|30283;2026-10-16\|12.85\|2.15\|12.81\|13.32\|12.74\|36774;2026-10-19\|12.86\|0.08\|12.83\|12.95\|12.40\|26060;2026-10-20\|13.11\|1.94\|12.89\|13.28\|12.74\|27214;2026-10-21\|13.02\|-0.69\|13.22\|13.26\|12.95\|20006;2026-10-22\|12.75\|-2.07\|13.02\|13.16\|12.75\|20511;2026-10-23\|13.10\|2.75\|12.68\|13.10\|12.00\|34531;2026-10-26\|12.94\|-1.22\|13.04\|13.14\|12.80\|23881;2026-10-27\|12.60\|-2.63\|12.94\|13.14\|12.60\|24683;2026-10-28\|12.79\|1.51\|12.60\|13.18\|12.51\|26675;2026-10-29\|12.38\|-3.21\|12.88\|14.06\|12.36\|86272;2026-10-30\|11.87\|-4.12\|11.88\|12.59\|11.83\|53794;2026-11-02\|12.00\|1.10\|11.85\|12.19\|11.35\|36415;2026-11-03\|11.80\|-1.67\|11.90\|12.11\|11.68\|24438;2026-11-04\|11.96\|1.36\|11.86\|12.08\|11.56\|34877;2026-11-05\|12.26\|2.51\|11.90\|12.35\|11.88\|29881;2026-11-06\|11.91\|-2.85\|12.00\|12.46\|11.70\|50110
126464	英伟达CPO交换机全面量产	CPO+商业航天+Micro LED+玻璃基板行业原因： 1、据上海证券报3月3日报道，英伟达与Lumentum、Coherent签署多年战略协议并投入40亿美元，锁定硅光子及CPO产能。 2、英伟达GTC 2026大会将于3月16日举行，业界推测，大会预计将集中展示新一代GPU架构Rubin平台，以及下一代Feynman架构的GPU、CPO交换机、电源架构升级以及液冷散热等关键技术进展。公司原因： 1、据2025年2月2日互动易，公司子公司通格微是全球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5g-A/6G、光模块CPO封装、半导体先进封装等。公司玻璃基1.6T光模块/CPO产品已完成小批量送样，目前正协同客户进行测试与验证。 2、据2026年2月2日互动易，公司自主研发的CPI膜材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用；同时，公司正与多家柔性太阳翼相关客户推进业务对接及产品测试工作，整体进展顺利。 3、据2025年半年度报告，公司建成全球首条玻璃基TGV多层线路板生产线，玻璃基线路板在Mini/Micro LED、5G-A/6G、半导体先进封装等多领域同步推进。	公司光模块/CPO玻璃基封装载板已批量送样，与北极雄芯战略合作开发AI芯片玻璃基先进封装	2026-06-29\|163.35\|-8.23\|178.50\|184.09\|160.20\|294954;2026-06-30\|162.97\|-0.23\|161.77\|173.57\|151.10\|296855;2026-07-01\|148.50\|-8.88\|157.01\|161.86\|147.00\|337604;2026-07-02\|137.81\|-7.20\|140.00\|148.00\|133.65\|263321;2026-07-03\|137.10\|-0.52\|136.01\|143.00\|132.90\|205080;2026-07-06\|123.39\|-10.00\|135.46\|138.39\|123.39\|226410;2026-07-07\|120.69\|-2.19\|122.49\|125.54\|118.30\|172409;2026-07-08\|122.37\|1.39\|121.00\|129.00\|120.50\|235616;2026-07-09\|125.60\|2.64\|123.98\|127.00\|116.51\|239378;2026-07-10\|118.14\|-5.94\|129.06\|136.66\|118.14\|301869;2026-07-13\|108.03\|-8.56\|116.02\|119.14\|107.67\|224916;2026-07-14\|109.80\|1.64\|108.03\|111.32\|102.29\|203473;2026-07-15\|100.05\|-8.88\|110.00\|111.80\|99.80\|150776;2026-07-16\|95.00\|-5.05\|99.58\|103.00\|93.23\|146922;2026-07-17\|85.50\|-10.00\|95.00\|96.00\|85.50\|149510;2026-07-20\|76.95\|-10.00\|88.00\|89.50\|76.95\|196438;2026-07-21\|84.65\|10.01\|78.05\|84.65\|69.26\|261398;2026-07-22\|83.48\|-1.38\|84.90\|88.28\|82.38\|217332;2026-07-23\|82.60\|-1.05\|84.82\|89.25\|81.85\|169242;2026-07-24\|79.88\|-3.29\|81.42\|83.16\|79.00\|133165;2026-07-27\|86.00\|7.66\|81.40\|86.50\|77.34\|167749;2026-07-28\|78.50\|-8.72\|84.24\|86.91\|77.50\|150467;2026-07-29\|74.36\|-5.27\|77.50\|79.30\|71.20\|186118;2026-07-30\|66.92\|-10.01\|73.89\|75.08\|66.92\|158804;2026-07-31\|68.80\|2.81\|72.00\|73.61\|68.76\|206210;2026-08-03\|64.94\|-5.61\|66.83\|69.78\|64.69\|150771;2026-08-04\|71.43\|9.99\|66.56\|71.43\|65.50\|108092;2026-08-05\|78.57\|10.00\|73.53\|78.57\|73.53\|102380;2026-08-06\|86.43\|10.00\|81.58\|86.43\|80.98\|134151;2026-08-07\|95.07\|10.00\|93.06\|95.07\|91.78\|218905;2026-08-10\|95.63\|0.59\|98.82\|99.40\|90.26\|345979;2026-08-11\|95.41\|-0.23\|95.67\|99.97\|92.79\|248838;2026-08-12\|98.10\|2.82\|97.32\|99.80\|95.88\|212484;2026-08-13\|93.80\|-4.38\|99.87\|101.00\|93.55\|232036;2026-08-14\|94.99\|1.27\|94.07\|96.00\|92.35\|142640;2026-08-17\|104.49\|10.00\|96.84\|104.49\|96.32\|65636;2026-08-18\|112.00\|7.19\|114.94\|114.94\|109.00\|395401;2026-08-19\|107.91\|-3.65\|107.10\|117.20\|106.00\|371760;2026-08-20\|103.24\|-4.33\|110.00\|110.61\|99.16\|255929;2026-08-21\|100.99\|-2.18\|103.01\|103.61\|98.20\|195799;2026-08-24\|94.58\|-6.35\|101.98\|102.00\|90.90\|215966;2026-08-25\|95.88\|1.37\|90.07\|96.59\|88.81\|169710;2026-08-26\|93.32\|-2.67\|95.00\|96.76\|90.50\|151084;2026-08-27\|98.46\|5.51\|96.00\|99.00\|93.08\|200624;2026-08-28\|94.78\|-3.74\|97.01\|101.00\|94.75\|164915;2026-08-31\|95.48\|0.74\|92.58\|95.79\|91.51\|121294;2026-09-01\|89.99\|-5.75\|95.50\|95.53\|89.77\|124357;2026-09-02\|87.85\|-2.38\|88.51\|89.60\|86.93\|96621;2026-09-03\|87.80\|-0.06\|88.87\|91.00\|86.20\|92236;2026-09-04\|84.23\|-4.07\|88.78\|92.55\|83.25\|124396;2026-09-07\|90.05\|6.91\|86.32\|92.65\|86.32\|245122;2026-09-08\|86.70\|-3.72\|90.04\|91.50\|85.74\|194183;2026-09-09\|86.01\|-0.80\|89.90\|91.75\|85.31\|191338;2026-09-10\|87.11\|1.28\|85.55\|90.65\|83.50\|187475;2026-09-11\|84.21\|-3.33\|84.67\|87.40\|80.84\|159535;2026-09-14\|88.90\|5.57\|83.55\|92.63\|82.55\|231808;2026-09-15\|90.38\|1.66\|88.09\|92.50\|87.62\|214852;2026-09-16\|92.60\|2.46\|90.60\|93.36\|88.99\|212936;2026-09-17\|95.00\|2.59\|91.59\|101.86\|91.59\|442471;2026-09-18\|94.10\|-0.95\|96.83\|96.83\|90.75\|343534;2026-09-21\|95.96\|1.98\|94.99\|100.50\|94.32\|305799;2026-09-22\|93.18\|-2.90\|99.00\|99.70\|93.00\|263703;2026-09-23\|102.50\|10.00\|96.00\|102.50\|96.00\|493016;2026-09-24\|97.70\|-4.68\|103.01\|103.99\|97.33\|408016;2026-09-28\|99.99\|2.34\|102.68\|104.80\|99.00\|435539;2026-09-29\|90.60\|-9.39\|96.35\|97.06\|90.17\|339865;2026-09-30\|89.67\|-1.03\|90.61\|94.80\|87.40\|269892;2026-10-08\|80.70\|-10.00\|88.00\|89.28\|80.70\|242792;2026-10-09\|76.80\|-4.83\|76.71\|79.17\|72.76\|240433;2026-10-12\|71.19\|-7.30\|76.00\|76.09\|71.19\|172902;2026-10-13\|76.24\|7.09\|68.40\|78.00\|67.50\|277501;2026-10-14\|74.36\|-2.47\|76.63\|78.05\|74.26\|169281;2026-10-15\|71.60\|-3.71\|70.98\|73.36\|70.00\|141445;2026-10-16\|71.60\|0.00\|74.74\|74.77\|70.52\|153337;2026-10-19\|70.12\|-2.07\|70.00\|71.12\|66.60\|160444;2026-10-20\|70.18\|0.09\|69.00\|72.00\|69.00\|133518;2026-10-21\|70.40\|0.31\|71.00\|72.53\|69.77\|133011;2026-10-22\|66.92\|-4.94\|70.84\|71.18\|66.74\|134180;2026-10-23\|67.79\|1.30\|64.98\|68.26\|61.16\|175842;2026-10-26\|62.55\|-7.73\|66.56\|66.76\|62.34\|119657;2026-10-27\|61.27\|-2.05\|64.47\|65.35\|61.27\|125154;2026-10-28\|62.76\|2.43\|62.95\|63.19\|60.50\|127357;2026-10-29\|58.79\|-6.33\|62.00\|63.10\|58.70\|114997;2026-10-30\|54.63\|-7.08\|55.90\|58.85\|53.68\|139325;2026-11-02\|56.04\|2.58\|55.37\|56.75\|53.50\|127342;2026-11-03\|51.95\|-7.30\|54.65\|55.79\|51.39\|117931;2026-11-04\|57.15\|10.01\|52.60\|57.15\|50.00\|185262;2026-11-05\|59.27\|3.71\|56.00\|61.12\|55.88\|184726;2026-11-06\|55.61\|-6.18\|55.55\|57.20\|53.89\|138111
126463		商业航天+军工+分红提议 1、据2025年年报及2022年7月28日互动易，全资子公司德坤航空主营航空航天零部件制造，是航空航天主机厂领域内资历较深的综合配套服务商，产品应用于多型号军用飞机、大型运输机、无人机等，并承制了中国商飞C919部分主要零部件外包加工，涉及商业航天及军工概念。 2、据2026年8月13日公告，公司控股股东、董事长何亚民提议，2026年半年度利润分配金额不低于同期归母净利润的30%，以切实回报投资者。	全资子公司成都德坤航空设备制造有限公司主营航空航天零部件制造业务，德坤航空参与的长征系列火箭产品及朱雀系列火箭产品应用于商业航天领域	2026-06-29\|7.23\|-2.03\|7.30\|7.36\|7.14\|81143;2026-06-30\|7.31\|1.11\|7.26\|7.46\|7.26\|62103;2026-07-01\|7.58\|3.69\|7.30\|7.61\|7.27\|101552;2026-07-02\|7.60\|0.26\|7.56\|7.81\|7.52\|81113;2026-07-03\|7.92\|4.21\|7.70\|7.97\|7.62\|111595;2026-07-06\|7.68\|-3.03\|7.88\|7.98\|7.67\|83298;2026-07-07\|7.46\|-2.86\|7.65\|7.72\|7.42\|62375;2026-07-08\|7.33\|-1.74\|7.46\|7.48\|7.31\|57287;2026-07-09\|7.37\|0.55\|7.32\|7.41\|7.20\|66967;2026-07-10\|7.56\|2.58\|7.37\|7.77\|7.22\|97083;2026-07-13\|7.11\|-5.95\|7.52\|7.55\|7.10\|127070;2026-07-14\|7.21\|1.41\|7.13\|7.24\|6.99\|64796;2026-07-15\|7.37\|2.22\|7.20\|7.38\|7.15\|77730;2026-07-16\|7.35\|0.55\|7.20\|7.46\|7.19\|74510;2026-07-17\|7.12\|-3.13\|7.34\|7.46\|7.12\|90019;2026-07-20\|7.12\|0.00\|7.16\|7.35\|6.96\|99955;2026-07-21\|7.13\|0.14\|7.09\|7.22\|6.99\|83799;2026-07-22\|7.05\|-1.12\|7.07\|7.16\|7.00\|67725;2026-07-23\|7.36\|4.40\|7.05\|7.39\|7.01\|103894;2026-07-24\|7.28\|-1.09\|7.29\|7.56\|7.26\|111787;2026-07-27\|7.51\|3.16\|7.27\|7.56\|7.16\|114804;2026-07-28\|7.50\|-0.13\|7.45\|7.60\|7.40\|77453;2026-07-29\|7.70\|2.67\|7.55\|7.73\|7.53\|90594;2026-07-30\|7.80\|1.30\|7.67\|7.97\|7.66\|105153;2026-07-31\|7.81\|0.13\|7.73\|7.88\|7.72\|84390;2026-08-03\|7.99\|2.30\|7.79\|8.01\|7.78\|69187;2026-08-04\|7.94\|-0.63\|8.01\|8.05\|7.89\|56511;2026-08-05\|7.86\|-1.01\|7.92\|7.98\|7.79\|69664;2026-08-06\|7.82\|-0.51\|7.94\|7.95\|7.76\|69053;2026-08-07\|7.73\|-1.15\|7.80\|7.84\|7.64\|57722;2026-08-10\|7.93\|2.59\|7.74\|7.94\|7.65\|80894;2026-08-11\|7.83\|-1.26\|7.93\|7.93\|7.73\|57402;2026-08-12\|7.78\|-0.64\|7.82\|7.87\|7.76\|48111;2026-08-13\|7.63\|-1.93\|7.80\|7.81\|7.60\|78124;2026-08-14\|8.39\|9.96\|7.62\|8.39\|7.60\|178388;2026-08-17\|9.23\|10.01\|8.64\|9.23\|8.51\|314036;2026-08-18\|8.81\|-4.55\|9.23\|9.31\|8.60\|647337;2026-08-19\|8.05\|-8.63\|8.88\|8.97\|8.02\|373177;2026-08-20\|7.82\|-2.86\|8.08\|8.26\|7.78\|236926;2026-08-21\|7.83\|0.13\|7.74\|7.86\|7.65\|164996;2026-08-24\|8.61\|9.96\|7.77\|8.61\|7.77\|345958;2026-08-25\|8.33\|-3.25\|8.40\|8.50\|8.23\|364999;2026-08-26\|8.47\|1.68\|8.33\|8.70\|8.33\|359857;2026-08-27\|8.55\|0.94\|8.47\|8.69\|8.33\|286634;2026-08-28\|8.55\|0.00\|8.42\|8.59\|8.36\|248629;2026-08-31\|8.50\|-0.58\|8.42\|8.59\|8.37\|151797;2026-09-01\|8.77\|3.18\|8.45\|8.78\|8.40\|300122;2026-09-02\|9.02\|2.85\|8.80\|9.65\|8.73\|589143;2026-09-03\|8.66\|-3.99\|8.96\|9.00\|8.66\|422537;2026-09-04\|8.68\|0.23\|8.71\|8.89\|8.65\|235330;2026-09-07\|8.58\|-1.15\|8.68\|8.68\|8.52\|154129;2026-09-08\|8.76\|2.10\|8.54\|8.76\|8.51\|187302;2026-09-09\|8.81\|0.57\|8.67\|8.90\|8.60\|235367;2026-09-10\|9.00\|2.16\|8.82\|9.67\|8.80\|430425;2026-09-11\|9.22\|2.44\|8.56\|9.35\|8.56\|463139;2026-09-14\|8.75\|-5.10\|9.04\|9.26\|8.69\|309351;2026-09-15\|8.34\|-4.69\|8.72\|8.78\|8.34\|252385;2026-09-16\|8.41\|0.84\|8.52\|8.80\|8.27\|242688;2026-09-17\|8.28\|-1.55\|8.34\|8.48\|8.23\|170484;2026-09-18\|8.33\|0.60\|8.35\|8.49\|8.25\|148473;2026-09-21\|8.45\|1.44\|8.28\|8.56\|8.24\|132461;2026-09-22\|8.29\|-1.89\|8.47\|8.48\|8.23\|150174;2026-09-23\|8.12\|-2.05\|8.29\|8.29\|8.10\|91708;2026-09-24\|8.13\|0.12\|8.12\|8.18\|8.06\|73874;2026-09-28\|7.94\|-2.34\|8.11\|8.20\|7.87\|92473;2026-09-29\|7.87\|-0.88\|7.88\|7.98\|7.85\|67940;2026-09-30\|7.89\|0.25\|7.88\|7.97\|7.82\|64658;2026-10-08\|7.84\|-0.63\|7.92\|8.05\|7.77\|72261;2026-10-09\|7.89\|0.64\|7.82\|7.91\|7.62\|83058;2026-10-12\|7.80\|-1.14\|7.89\|7.97\|7.77\|52871;2026-10-13\|8.03\|2.95\|7.71\|8.07\|7.66\|109455;2026-10-14\|7.93\|-1.25\|8.03\|8.05\|7.86\|76036;2026-10-15\|7.66\|-3.40\|7.65\|7.87\|7.60\|76222;2026-10-16\|8.02\|4.70\|7.76\|8.19\|7.76\|187550;2026-10-19\|8.21\|2.37\|8.01\|8.22\|7.93\|177764;2026-10-20\|8.16\|-0.61\|8.18\|8.29\|7.99\|135837;2026-10-21\|8.18\|0.25\|8.10\|8.73\|8.05\|202521;2026-10-22\|7.98\|-2.44\|8.10\|8.28\|7.98\|170805;2026-10-23\|8.05\|0.88\|7.83\|8.06\|7.59\|175315;2026-10-26\|7.92\|-1.61\|7.99\|8.08\|7.78\|87726;2026-10-27\|7.59\|-4.17\|7.90\|8.03\|7.58\|104274;2026-10-28\|7.74\|1.98\|7.58\|7.77\|7.50\|78069;2026-10-29\|7.80\|0.78\|7.73\|7.90\|7.59\|114435;2026-10-30\|7.36\|-5.64\|7.60\|7.74\|7.34\|120945;2026-11-02\|7.40\|0.54\|7.36\|7.48\|7.16\|85464;2026-11-03\|7.72\|4.32\|7.36\|8.14\|7.33\|362293;2026-11-04\|7.68\|-0.52\|7.60\|7.81\|7.40\|266291;2026-11-05\|7.72\|0.52\|7.64\|7.83\|7.57\|149344;2026-11-06\|7.62\|-0.91\|7.42\|7.79\|7.42\|125288
126462	SK海力士将投资384亿美元建设晶圆厂	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程	2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|154.69\|-3.32\|158.55\|158.70\|150.17\|37968;2026-09-14\|152.21\|-1.60\|152.00\|154.19\|148.50\|25228;2026-09-15\|152.71\|1.43\|150.00\|156.96\|149.50\|27680;2026-09-16\|159.99\|4.77\|153.60\|161.19\|151.88\|43762;2026-09-17\|158.59\|-0.88\|158.30\|164.10\|158.30\|32188;2026-09-18\|163.68\|3.21\|162.06\|164.58\|158.30\|43412;2026-09-21\|159.47\|-2.57\|164.80\|165.50\|159.11\|38607;2026-09-22\|159.87\|0.25\|163.00\|165.48\|159.09\|46268;2026-09-23\|158.73\|-0.71\|161.04\|161.49\|158.10\|22597;2026-09-24\|154.20\|-2.85\|157.75\|158.73\|154.15\|22309;2026-09-28\|143.65\|-6.84\|154.17\|154.17\|142.90\|31580;2026-09-29\|142.76\|-0.62\|143.20\|144.40\|141.18\|20250;2026-09-30\|139.46\|-2.31\|143.07\|144.00\|138.60\|17151;2026-10-08\|137.80\|-1.19\|139.74\|145.23\|136.53\|24276;2026-10-09\|132.50\|-3.85\|135.93\|136.50\|126.01\|39505;2026-10-12\|137.50\|3.77\|131.00\|142.34\|129.40\|50163;2026-10-13\|134.25\|-2.36\|132.65\|137.86\|128.88\|35198;2026-10-14\|127.14\|-5.30\|134.25\|134.28\|126.60\|32615;2026-10-15\|117.34\|-7.71\|120.00\|121.52\|115.97\|45787;2026-10-16\|115.67\|-1.42\|119.90\|121.51\|114.08\|49594;2026-10-19\|114.65\|-0.88\|113.35\|116.27\|109.90\|36111;2026-10-20\|114.77\|0.10\|113.66\|117.32\|112.98\|32953;2026-10-21\|114.25\|-0.45\|116.56\|117.60\|113.32\|26623;2026-10-22\|109.16\|-4.46\|114.05\|115.00\|109.00\|28764;2026-10-23\|110.16\|0.92\|106.43\|110.82\|100.88\|51951;2026-10-26\|104.69\|-4.97\|109.81\|109.81\|103.31\|29585;2026-10-27\|100.64\|-3.87\|106.65\|107.99\|100.62\|25487;2026-10-28\|104.65\|3.98\|103.00\|105.81\|101.03\|34707;2026-10-29\|101.69\|-2.83\|104.00\|104.58\|99.90\|41624;2026-10-30\|94.10\|-7.46\|94.00\|100.44\|93.59\|44054;2026-11-02\|96.81\|2.88\|95.54\|98.88\|92.94\|43881;2026-11-03\|90.25\|-6.78\|95.76\|96.00\|89.12\|44304;2026-11-04\|97.67\|8.22\|90.36\|98.30\|86.50\|67924;2026-11-05\|97.23\|-0.45\|93.71\|101.54\|93.65\|66354;2026-11-06\|93.52\|-3.82\|91.79\|95.05\|89.20\|55699
126461		营养保健食品+维生素+宠物经济 1、据2023年年报，公司产品涵盖维生素、矿物质等基础营养类别，维生素概念为当日市场热点。 2、据2026年6月5日互动易，公司宠物产线于2024年底至2025年中建成投产，目前尚处产能爬坡阶段，整体呈稳步提升趋势。 3、据2026年4月16日年报，公司专业从事营养保健食品的研发、生产和销售，已形成软胶囊、硬胶囊、片剂、粉剂、口服液等多剂型规模化生产能力。	公司主要从事营养保健食品的研产销，主要分为骨骼健康、基础营养（维生素、矿物质、蛋白质）、男性健康、女性健康、心脑血管、婴幼/儿童/青少年健康、中老年健康等类别	2026-06-29\|32.14\|1.23\|31.64\|32.50\|30.90\|7277;2026-06-30\|31.57\|-1.77\|32.14\|32.43\|31.33\|5700;2026-07-01\|32.55\|3.10\|31.57\|32.87\|31.22\|6062;2026-07-02\|32.88\|1.01\|32.51\|33.39\|32.51\|5175;2026-07-03\|33.60\|2.19\|33.07\|33.84\|32.91\|4989;2026-07-06\|33.65\|0.15\|33.50\|34.14\|33.35\|4581;2026-07-07\|32.32\|-3.95\|33.62\|33.62\|32.28\|5033;2026-07-08\|32.35\|0.09\|32.32\|32.55\|31.85\|3772;2026-07-09\|31.60\|-2.32\|32.45\|32.45\|31.20\|5361;2026-07-10\|32.43\|2.63\|31.51\|32.75\|31.25\|5287;2026-07-13\|31.90\|-1.63\|32.58\|32.59\|31.65\|5292;2026-07-14\|33.12\|3.82\|32.01\|33.27\|31.75\|6694;2026-07-15\|33.36\|0.72\|33.02\|33.65\|32.73\|7644;2026-07-16\|33.83\|1.41\|33.40\|34.20\|33.06\|8276;2026-07-17\|32.98\|-2.51\|33.92\|34.42\|32.70\|8638;2026-07-20\|31.79\|-3.61\|32.86\|33.54\|31.54\|10873;2026-07-21\|31.16\|-1.98\|31.79\|31.79\|30.46\|10186;2026-07-22\|30.72\|-1.41\|31.20\|31.38\|30.68\|7802;2026-07-23\|31.50\|2.54\|30.95\|31.50\|30.61\|4738;2026-07-24\|30.70\|-2.54\|31.28\|31.64\|30.57\|6419;2026-07-27\|31.30\|1.95\|30.54\|31.38\|30.51\|6282;2026-07-28\|31.91\|1.95\|31.29\|32.37\|31.14\|5966;2026-07-29\|32.69\|2.44\|31.91\|32.94\|31.91\|6396;2026-07-30\|32.70\|0.03\|32.69\|33.54\|32.41\|7619;2026-07-31\|33.48\|2.39\|32.98\|33.62\|32.96\|6566;2026-08-03\|34.05\|1.70\|33.51\|34.16\|33.10\|8785;2026-08-04\|34.13\|0.23\|34.10\|34.75\|34.04\|6550;2026-08-05\|33.75\|-1.11\|34.26\|34.39\|33.51\|5522;2026-08-06\|34.10\|1.04\|33.75\|34.15\|33.40\|5790;2026-08-07\|37.51\|10.00\|34.01\|37.51\|33.36\|21442;2026-08-10\|39.75\|5.97\|36.00\|41.26\|35.18\|59193;2026-08-11\|38.23\|-3.82\|37.50\|41.47\|37.08\|53822;2026-08-12\|42.05\|9.99\|37.43\|42.05\|37.43\|51331;2026-08-13\|41.23\|-1.95\|44.13\|45.71\|40.52\|85355;2026-08-14\|39.46\|-4.29\|40.14\|42.87\|38.20\|58018;2026-08-17\|43.41\|10.01\|40.66\|43.41\|40.65\|36404;2026-08-18\|41.60\|-4.17\|47.11\|47.75\|41.50\|89581;2026-08-19\|45.76\|10.00\|44.89\|45.76\|43.99\|73446;2026-08-20\|44.13\|-3.56\|48.30\|48.50\|43.88\|102158;2026-08-21\|39.72\|-9.99\|43.23\|44.80\|39.72\|68960;2026-08-24\|37.77\|-4.91\|39.18\|40.94\|36.76\|59256;2026-08-25\|40.08\|6.12\|37.52\|41.55\|37.21\|57149;2026-08-26\|41.40\|3.29\|40.16\|43.20\|39.99\|51374;2026-08-27\|40.86\|0.47\|40.67\|41.81\|40.33\|42433;2026-08-28\|40.48\|-0.93\|40.81\|42.05\|40.30\|29202;2026-08-31\|39.77\|-1.75\|40.32\|40.56\|39.60\|27460;2026-09-01\|40.44\|1.68\|39.87\|41.41\|39.51\|31359;2026-09-02\|38.74\|-4.20\|39.47\|40.30\|38.55\|24921;2026-09-03\|38.32\|-1.08\|38.59\|39.59\|38.14\|19652;2026-09-04\|38.70\|0.99\|38.46\|39.69\|38.15\|19076;2026-09-07\|38.38\|-0.83\|38.72\|39.19\|38.36\|16750;2026-09-08\|37.91\|-1.22\|38.40\|38.49\|37.66\|18566;2026-09-09\|37.19\|-1.90\|37.88\|37.88\|37.10\|15537;2026-09-10\|36.26\|-2.50\|37.00\|37.27\|36.26\|13266;2026-09-11\|34.99\|-3.50\|35.99\|36.22\|34.51\|16857;2026-09-14\|35.55\|1.60\|34.65\|35.96\|34.54\|16062;2026-09-15\|34.81\|-2.08\|35.75\|35.75\|34.80\|9838;2026-09-16\|34.91\|0.29\|34.69\|35.18\|34.41\|13549;2026-09-17\|35.40\|1.40\|34.85\|35.60\|34.71\|12998;2026-09-18\|35.95\|1.55\|35.40\|36.29\|35.37\|12787;2026-09-21\|37.18\|3.42\|35.80\|37.23\|35.75\|13904;2026-09-22\|37.26\|0.22\|37.15\|37.62\|36.66\|15061;2026-09-23\|37.65\|1.05\|37.26\|37.88\|36.88\|13964;2026-09-24\|37.50\|-0.40\|37.53\|37.90\|37.21\|12686;2026-09-28\|36.93\|-1.52\|37.70\|37.78\|36.53\|12274;2026-09-29\|36.87\|-0.16\|37.06\|37.11\|36.00\|10989;2026-09-30\|37.29\|1.14\|37.09\|37.50\|36.80\|10993;2026-10-08\|36.75\|-1.45\|37.17\|37.25\|36.01\|13519;2026-10-09\|36.73\|-0.05\|36.71\|36.91\|35.71\|12276;2026-10-12\|35.66\|-2.91\|36.77\|37.17\|35.64\|11309;2026-10-13\|35.83\|0.48\|35.50\|36.04\|34.58\|14268;2026-10-14\|36.20\|1.03\|35.79\|38.77\|35.75\|28290;2026-10-15\|35.80\|-1.10\|35.35\|36.38\|35.35\|18541;2026-10-16\|35.81\|0.03\|36.13\|37.03\|35.62\|14921;2026-10-19\|34.92\|-2.49\|35.50\|35.94\|34.70\|12494;2026-10-20\|35.36\|1.26\|34.96\|35.77\|34.91\|9091;2026-10-21\|34.94\|-1.19\|35.70\|35.90\|34.83\|7671;2026-10-22\|34.26\|-1.95\|34.91\|35.12\|34.26\|7892;2026-10-23\|35.10\|2.45\|34.16\|35.15\|33.31\|14346;2026-10-26\|34.77\|-0.94\|34.71\|35.55\|34.65\|8959;2026-10-27\|33.53\|-3.57\|35.17\|35.24\|33.51\|8310;2026-10-28\|33.01\|-1.55\|33.48\|33.85\|32.65\|14041;2026-10-29\|32.40\|-1.85\|32.83\|33.66\|32.40\|12200;2026-10-30\|32.97\|1.76\|32.23\|33.61\|31.71\|22993;2026-11-02\|33.46\|1.49\|32.82\|33.55\|31.91\|18157;2026-11-03\|32.88\|-1.73\|33.64\|33.80\|32.60\|10395;2026-11-04\|32.70\|-0.55\|33.16\|33.19\|31.88\|14521;2026-11-05\|33.04\|1.04\|32.52\|33.25\|32.52\|10247;2026-11-06\|32.75\|-0.88\|32.37\|33.20\|32.01\|8775
126460	1-7月中国创新药BD交易总金额达1063亿美元	创新药+中成药国际化+仿创结合行业原因：医药行业上市公司近期掀起回购潮，仅在今年二季度，已有超百家医药A股或H股上市公司披露回购或股份增持计划。公司原因： 1、据2026年6月15日投资者关系活动记录表，公司拥有7个1.1类创新药在研项目，其中注射用盐酸ORIC-1940已完成临床Ia期，正进行全国多中心Ib期研究，可能成为我国首个治疗继发性HLH的原研1类新药；2026年2月首个1.1类新药HSN002066C1片获批临床，具有里程碑意义。 2、据2026年6月15日投资者关系活动记录表及2025年年度报告，公司五大重点中成药甘桔冰梅片、都梁软胶囊等已获新加坡注册批文，具备海外市场销售资质；第五期生产基地以零缺陷通过美国FDA的cGMP现场检查，为国际化奠定基础。 3、据2025年年度报告，公司形成了中成药与化学药并重、优势互补的特色产品布局，坚持“创仿结合”发展战略，每年至少立项3项、申报3项、上市3项的仿制药研发格局。	子公司磷酸ORIC-1327滴眼液获国家药监局临床试验批准通知书	2026-06-29\|13.84\|7.29\|12.89\|13.90\|12.60\|99896;2026-06-30\|13.27\|-4.12\|13.62\|13.70\|13.03\|88298;2026-07-01\|14.12\|6.41\|13.13\|14.60\|12.90\|125741;2026-07-02\|14.09\|-0.21\|13.98\|14.35\|13.82\|92277;2026-07-03\|13.77\|-2.27\|14.09\|14.20\|13.63\|66433;2026-07-06\|13.74\|-0.22\|13.64\|13.95\|13.48\|52758;2026-07-07\|13.24\|-3.64\|13.55\|13.65\|13.16\|51983;2026-07-08\|13.05\|-1.44\|13.30\|13.55\|13.00\|43993;2026-07-09\|14.36\|10.04\|13.20\|14.36\|13.20\|124707;2026-07-10\|14.18\|-1.25\|14.58\|14.80\|14.00\|191804;2026-07-13\|14.50\|2.26\|14.31\|14.57\|14.04\|161554;2026-07-14\|14.52\|0.14\|14.02\|14.90\|13.74\|145925;2026-07-15\|15.11\|4.06\|14.10\|15.13\|14.05\|191422;2026-07-16\|14.52\|-3.90\|14.84\|15.05\|14.41\|126298;2026-07-17\|13.16\|-9.37\|14.42\|14.50\|13.10\|122579;2026-07-20\|13.27\|0.84\|13.16\|13.45\|12.70\|93850;2026-07-21\|12.55\|-5.43\|13.14\|13.14\|12.35\|86434;2026-07-22\|12.44\|-0.88\|12.62\|12.93\|12.36\|66606;2026-07-23\|12.63\|1.53\|12.36\|12.73\|12.16\|59830;2026-07-24\|12.25\|-3.01\|12.85\|13.49\|12.22\|70271;2026-07-27\|12.50\|2.04\|12.03\|12.56\|11.82\|52050;2026-07-28\|12.50\|0.00\|12.32\|12.83\|12.32\|46113;2026-07-29\|12.61\|0.88\|12.50\|12.70\|12.46\|37708;2026-07-30\|12.46\|-1.19\|12.51\|12.82\|12.33\|45884;2026-07-31\|12.76\|2.41\|12.43\|12.80\|12.43\|44450;2026-08-03\|12.89\|1.02\|12.65\|12.90\|12.65\|25025;2026-08-04\|13.16\|2.09\|12.94\|13.38\|12.94\|50591;2026-08-05\|13.06\|-0.76\|13.16\|13.18\|12.95\|38741;2026-08-06\|13.00\|-0.46\|13.09\|13.12\|12.85\|35991;2026-08-07\|13.50\|3.85\|13.04\|13.55\|12.90\|80315;2026-08-10\|13.90\|2.96\|13.56\|14.10\|13.50\|81988;2026-08-11\|13.69\|-1.51\|13.87\|13.97\|13.65\|52498;2026-08-12\|13.71\|0.15\|13.70\|13.99\|13.63\|47657;2026-08-13\|13.87\|1.17\|13.68\|14.03\|13.39\|59245;2026-08-14\|15.26\|10.02\|15.26\|15.26\|15.26\|54024;2026-08-17\|16.79\|10.03\|16.68\|16.79\|15.81\|188786;2026-08-18\|15.82\|-5.78\|17.19\|18.47\|15.39\|535033;2026-08-19\|16.15\|2.09\|15.38\|16.64\|15.02\|384526;2026-08-20\|15.15\|-6.19\|16.26\|16.41\|14.80\|306945;2026-08-21\|14.26\|-5.87\|14.48\|14.83\|13.64\|275932;2026-08-24\|14.31\|0.35\|14.26\|14.84\|13.93\|202884;2026-08-25\|15.74\|9.99\|14.09\|15.74\|13.90\|168265;2026-08-26\|16.20\|2.92\|15.88\|17.30\|15.88\|434625;2026-08-27\|16.32\|0.74\|16.21\|16.78\|15.80\|349176;2026-08-28\|15.52\|-4.90\|15.95\|16.12\|15.39\|299884;2026-08-31\|14.82\|-4.51\|15.33\|15.36\|14.64\|173309;2026-09-01\|15.07\|1.69\|14.80\|15.18\|14.52\|177945;2026-09-02\|14.57\|-3.32\|14.91\|15.09\|14.43\|129424;2026-09-03\|14.71\|0.96\|14.52\|14.77\|14.30\|107732;2026-09-04\|14.49\|-1.29\|14.70\|14.73\|14.39\|89189;2026-09-07\|14.21\|-1.93\|14.50\|14.54\|14.13\|87300;2026-09-08\|14.64\|3.03\|14.15\|14.65\|14.10\|115600;2026-09-09\|14.58\|-0.41\|14.55\|14.71\|14.46\|114826;2026-09-10\|13.58\|-6.86\|14.41\|14.42\|13.53\|137023;2026-09-11\|13.07\|-3.76\|13.40\|13.72\|12.98\|92316;2026-09-14\|13.53\|3.52\|13.05\|13.58\|12.91\|80639;2026-09-15\|13.33\|-1.48\|13.53\|13.68\|13.30\|64404;2026-09-16\|13.26\|-0.53\|13.33\|13.47\|13.16\|48059;2026-09-17\|13.58\|2.41\|13.20\|13.62\|13.15\|63907;2026-09-18\|13.86\|2.06\|13.63\|14.19\|13.51\|79096;2026-09-21\|15.25\|10.03\|13.85\|15.25\|13.85\|243982;2026-09-22\|15.10\|-0.98\|15.25\|15.33\|14.88\|257615;2026-09-23\|14.71\|-2.58\|14.98\|15.09\|14.69\|130551;2026-09-24\|14.43\|-1.90\|14.70\|14.84\|14.40\|74690;2026-09-28\|14.49\|0.42\|14.73\|14.73\|14.35\|103014;2026-09-29\|14.42\|-0.48\|14.39\|14.86\|14.20\|88478;2026-09-30\|14.90\|3.33\|14.45\|15.09\|14.35\|164783;2026-10-08\|14.51\|-2.62\|15.11\|15.20\|14.45\|140459;2026-10-09\|15.44\|6.41\|14.41\|15.47\|14.15\|232563;2026-10-12\|14.74\|-4.53\|15.18\|15.23\|14.67\|139201;2026-10-13\|14.69\|-0.34\|14.44\|15.15\|14.29\|112460;2026-10-14\|14.16\|-3.61\|14.53\|14.68\|14.08\|105503;2026-10-15\|14.19\|0.21\|13.77\|14.64\|13.76\|112658;2026-10-16\|14.58\|2.75\|14.29\|15.57\|14.29\|162704;2026-10-19\|14.88\|2.06\|14.41\|15.00\|14.22\|150527;2026-10-20\|15.27\|2.62\|14.81\|15.27\|14.50\|175894;2026-10-21\|14.97\|-1.96\|15.12\|15.33\|14.75\|150563;2026-10-22\|13.47\|-10.02\|14.82\|14.85\|13.47\|166810;2026-10-23\|13.68\|1.56\|13.05\|13.77\|12.70\|140461;2026-10-26\|13.63\|-0.37\|13.58\|13.78\|13.37\|66309;2026-10-27\|13.18\|-3.30\|13.87\|13.97\|13.18\|78026;2026-10-28\|13.59\|3.11\|13.35\|13.92\|13.06\|81405;2026-10-29\|13.21\|-2.80\|13.54\|14.00\|13.13\|84444;2026-10-30\|13.21\|0.00\|13.06\|13.94\|12.81\|104047;2026-11-02\|13.29\|0.61\|13.15\|13.34\|12.75\|79911;2026-11-03\|12.91\|-2.86\|13.15\|13.33\|12.83\|74327;2026-11-04\|13.16\|1.94\|12.90\|13.22\|12.72\|87489;2026-11-05\|13.44\|2.13\|13.11\|13.50\|13.10\|85078;2026-11-06\|12.94\|-3.72\|13.06\|13.30\|12.94\|71705
126459	宇树科技上市在即	中报扭亏+苹果产业链+工业母机+重组 1、据2026年7月11日公告，公司预计2026年半年度实现归母净利润1800万元至2300万元，同比扭亏为盈，主要系精密金属结构件和自动化设备业务收入增加、信用减值损失减少及期间费用率改善。 2、据2026年5月23日草案及2025年年报，公司子公司苏州郎克斯已融入苹果、三星等供应链，产品覆盖手机中框、平板底壳等消费电子领域，并已通过苹果产业链厂商供应商评审。 3、据2025年年报，子公司江苏哈森工业产品包括工业自动化设备及工装夹治具，相关业务逐步扩展到数控机床、半导体设备及其零件等制造领域。 4、据2026年5月23日公告，公司拟发行股份购买苏州郎克斯45%股权，交易价格2.92亿元，交易完成后将实现对其全资控股，该事项已获上交所受理。	公司与关联方等拟共同出资1亿元设立参股公司，主营机器人零部件及产品销售、技术服务	2026-06-29\|17.12\|-3.06\|17.86\|17.86\|16.85\|51972;2026-06-30\|16.94\|-1.05\|17.01\|17.33\|16.74\|41545;2026-07-01\|17.99\|6.20\|16.93\|18.46\|16.69\|78199;2026-07-02\|16.85\|-6.34\|17.99\|18.00\|16.81\|59934;2026-07-03\|16.88\|0.18\|16.85\|17.48\|16.80\|39607;2026-07-06\|16.31\|-3.38\|16.70\|17.26\|16.27\|37288;2026-07-07\|15.68\|-3.86\|16.38\|16.38\|15.61\|37093;2026-07-08\|15.58\|-0.64\|15.53\|16.00\|15.39\|45231;2026-07-09\|16.25\|4.30\|15.58\|16.25\|15.36\|50094;2026-07-10\|15.63\|-3.82\|16.14\|16.38\|15.63\|49822;2026-07-13\|14.82\|-5.18\|16.36\|16.37\|14.70\|68850;2026-07-14\|15.24\|2.83\|14.90\|15.27\|14.55\|44887;2026-07-15\|15.24\|0.00\|15.42\|15.68\|15.14\|33709;2026-07-16\|15.11\|-0.85\|14.98\|15.61\|14.98\|35106;2026-07-17\|13.87\|-8.21\|15.00\|15.10\|13.75\|52645;2026-07-20\|12.88\|-7.14\|14.00\|14.24\|12.72\|64678;2026-07-21\|13.17\|2.25\|12.75\|13.18\|11.77\|97803;2026-07-22\|12.86\|-2.35\|13.02\|13.39\|12.66\|65928;2026-07-23\|13.41\|4.28\|12.86\|13.47\|12.75\|65324;2026-07-24\|12.89\|-3.88\|13.40\|13.40\|12.70\|52145;2026-07-27\|13.44\|4.27\|13.28\|13.47\|12.90\|48447;2026-07-28\|13.66\|1.64\|13.35\|14.15\|13.16\|79042;2026-07-29\|13.34\|-2.34\|13.50\|13.71\|13.07\|73816;2026-07-30\|12.80\|-4.05\|13.24\|13.49\|12.68\|47726;2026-07-31\|13.42\|4.84\|13.05\|13.80\|13.05\|64587;2026-08-03\|13.72\|2.24\|13.55\|13.79\|13.30\|37227;2026-08-04\|14.03\|2.26\|13.79\|14.19\|13.75\|37168;2026-08-05\|14.35\|2.28\|14.12\|14.45\|14.08\|32794;2026-08-06\|14.74\|2.72\|14.43\|14.75\|14.23\|35894;2026-08-07\|14.78\|0.27\|14.74\|14.78\|14.20\|34450;2026-08-10\|14.89\|0.74\|14.91\|14.96\|14.49\|31173;2026-08-11\|14.67\|-1.48\|14.91\|14.98\|14.52\|29460;2026-08-12\|14.94\|1.84\|14.75\|15.03\|14.62\|29431;2026-08-13\|14.69\|-1.67\|15.03\|15.20\|14.68\|24617;2026-08-14\|15.25\|3.81\|14.69\|15.37\|14.46\|56827;2026-08-17\|16.78\|10.03\|15.26\|16.78\|15.21\|25554;2026-08-18\|18.46\|10.01\|18.46\|18.46\|18.46\|10997;2026-08-19\|16.98\|-8.02\|19.88\|20.31\|16.61\|308525;2026-08-20\|18.68\|10.01\|16.98\|18.68\|16.14\|168792;2026-08-21\|20.55\|10.01\|20.00\|20.55\|19.72\|153420;2026-08-24\|22.61\|10.02\|21.51\|22.61\|21.02\|436830;2026-08-25\|22.26\|-1.55\|22.61\|24.44\|21.88\|456149;2026-08-26\|23.67\|6.33\|22.82\|23.98\|21.85\|428226;2026-08-27\|23.62\|-0.21\|22.73\|24.00\|22.72\|357893;2026-08-28\|21.76\|-7.87\|23.00\|23.19\|21.26\|340199;2026-08-31\|22.60\|3.86\|21.40\|23.94\|19.81\|344171;2026-09-01\|21.68\|-4.07\|21.94\|22.30\|20.59\|266471;2026-09-02\|23.85\|10.01\|21.50\|23.85\|21.03\|326315;2026-09-03\|21.47\|-9.98\|22.69\|22.85\|21.47\|256512;2026-09-04\|20.71\|-3.54\|21.40\|21.43\|19.67\|219000;2026-09-07\|20.31\|-1.93\|20.71\|20.97\|19.80\|164096;2026-09-08\|18.96\|-6.65\|20.32\|20.32\|18.46\|193461;2026-09-09\|17.35\|-8.49\|18.50\|18.50\|17.30\|181466;2026-09-10\|16.10\|-7.20\|16.96\|16.96\|16.08\|178733;2026-09-11\|15.63\|-2.92\|16.10\|16.28\|15.30\|141595;2026-09-14\|16.12\|3.13\|15.68\|16.69\|15.63\|156209;2026-09-15\|15.86\|-1.61\|16.01\|16.19\|15.74\|89186;2026-09-16\|16.20\|2.14\|15.77\|16.21\|15.66\|84089;2026-09-17\|16.50\|1.85\|16.08\|16.57\|16.01\|81143;2026-09-18\|16.70\|1.21\|16.55\|16.82\|16.35\|75849;2026-09-21\|18.37\|10.00\|16.72\|18.37\|16.70\|212829;2026-09-22\|18.53\|0.87\|18.42\|19.26\|18.30\|214479;2026-09-23\|18.93\|2.16\|18.57\|19.37\|18.18\|172087;2026-09-24\|18.70\|-1.22\|19.07\|19.08\|18.45\|104202;2026-09-28\|18.00\|-3.74\|19.03\|19.20\|17.95\|82408;2026-09-29\|18.59\|3.28\|18.00\|18.88\|17.74\|95836;2026-09-30\|18.00\|-3.17\|18.50\|18.75\|17.96\|70522;2026-10-08\|17.71\|-1.61\|17.68\|18.38\|17.53\|62774;2026-10-09\|17.79\|0.45\|17.71\|17.95\|16.94\|65706;2026-10-12\|17.31\|-2.70\|18.00\|18.20\|17.27\|60581;2026-10-13\|17.55\|1.39\|16.98\|17.78\|16.50\|70252;2026-10-14\|16.89\|-3.76\|17.55\|17.55\|16.87\|44462;2026-10-15\|16.25\|-3.79\|16.37\|16.70\|16.20\|44034;2026-10-16\|16.22\|-0.18\|16.54\|16.78\|16.10\|34833;2026-10-19\|16.05\|-1.05\|16.05\|16.20\|15.47\|46777;2026-10-20\|16.52\|2.93\|16.01\|17.12\|15.81\|62283;2026-10-21\|16.96\|2.66\|16.54\|17.57\|16.54\|64116;2026-10-22\|16.14\|-4.83\|16.97\|17.12\|16.12\|50034;2026-10-23\|16.55\|2.54\|15.80\|16.58\|14.83\|72863;2026-10-26\|16.69\|0.85\|16.55\|16.96\|16.02\|55710;2026-10-27\|15.99\|-4.19\|16.68\|16.98\|15.99\|41855;2026-10-28\|16.07\|0.50\|16.30\|16.39\|15.80\|47274;2026-10-29\|15.83\|-1.49\|16.20\|16.65\|15.83\|49894;2026-10-30\|14.87\|-6.06\|15.70\|15.83\|14.84\|61875;2026-11-02\|15.48\|4.10\|15.28\|15.70\|14.43\|71622;2026-11-03\|15.00\|-3.10\|15.30\|15.64\|14.82\|45082;2026-11-04\|15.08\|0.53\|15.00\|15.20\|14.34\|58639;2026-11-05\|16.43\|8.95\|14.80\|16.50\|14.75\|78013;2026-11-06\|15.52\|-5.54\|15.80\|15.89\|15.25\|50494
126458		房地产+减持完毕+深圳国企改革 1、据2026年8月15日公告，控股股东深投控减持计划已实施完成，于2026年7月16日至8月14日期间累计减持869.3万股。 2、据2025年年度报告，公司主营业务为房地产开发与经营，是深圳经济特区最早成立的房地产开发企业，在售项目主要分布在深圳和汕头两地。 3、据2025年年度报告及同花顺iFinD数据，公司控股股东为深圳市投资控股有限公司，实际控制人为深圳市人民政府国有资产监督管理委员会。	实控人深圳市国资委；深圳市最早的房地产上市公司之一，此前终止与恒大重组	2026-06-29\|22.06\|-5.48\|24.20\|24.33\|22.03\|112309;2026-06-30\|22.05\|-0.05\|21.90\|22.58\|21.31\|105278;2026-07-01\|22.50\|2.04\|22.30\|23.78\|21.85\|105073;2026-07-02\|21.71\|-3.51\|22.43\|22.80\|21.70\|78779;2026-07-03\|22.68\|4.47\|21.73\|23.17\|21.47\|84154;2026-07-06\|22.94\|1.15\|22.68\|23.18\|22.50\|57021;2026-07-07\|22.29\|-2.83\|22.94\|23.25\|22.16\|51197;2026-07-08\|22.11\|-0.81\|22.29\|22.58\|21.96\|41129;2026-07-09\|23.92\|8.19\|22.13\|23.97\|21.88\|84272;2026-07-10\|22.62\|-5.43\|23.58\|24.56\|22.58\|90433;2026-07-13\|22.23\|-1.72\|22.78\|23.60\|22.23\|87793;2026-07-14\|21.32\|-4.09\|22.60\|22.60\|21.01\|59241;2026-07-15\|21.84\|2.44\|21.23\|21.86\|20.16\|82308;2026-07-16\|21.37\|-2.15\|21.78\|21.78\|21.06\|55603;2026-07-17\|21.12\|-1.17\|21.15\|22.38\|21.09\|66864;2026-07-20\|20.45\|-3.17\|21.20\|21.63\|20.18\|68261;2026-07-21\|20.59\|0.68\|20.31\|20.94\|19.71\|68332;2026-07-22\|20.05\|-2.62\|20.48\|20.78\|19.87\|64663;2026-07-23\|19.95\|-0.50\|19.99\|20.29\|19.80\|44810;2026-07-24\|19.24\|-3.56\|19.90\|20.05\|19.10\|48420;2026-07-27\|19.54\|1.56\|19.03\|19.70\|19.00\|51837;2026-07-28\|18.94\|-3.07\|19.33\|20.10\|18.73\|64005;2026-07-29\|20.13\|6.28\|18.91\|20.60\|18.81\|111354;2026-07-30\|19.50\|-3.13\|20.02\|20.26\|19.26\|66426;2026-07-31\|20.24\|3.79\|19.65\|20.55\|19.50\|72637;2026-08-03\|20.46\|1.09\|20.20\|20.73\|19.80\|42491;2026-08-04\|21.57\|5.43\|20.46\|21.84\|20.38\|58844;2026-08-05\|22.06\|2.27\|21.71\|22.08\|21.45\|42521;2026-08-06\|22.39\|1.50\|22.04\|22.57\|21.95\|47261;2026-08-07\|22.14\|-1.12\|22.33\|22.66\|21.86\|53468;2026-08-10\|22.31\|0.77\|22.14\|22.66\|21.72\|47822;2026-08-11\|22.98\|3.00\|22.44\|23.21\|22.23\|53546;2026-08-12\|23.19\|0.91\|22.88\|23.45\|22.72\|36485;2026-08-13\|22.52\|-2.89\|23.21\|23.54\|22.48\|58946;2026-08-14\|22.20\|-1.42\|22.50\|22.65\|21.93\|48222;2026-08-17\|24.42\|10.00\|22.58\|24.42\|22.58\|39030;2026-08-18\|22.91\|-6.18\|24.22\|24.90\|22.18\|145138;2026-08-19\|22.60\|-1.35\|22.80\|23.19\|22.53\|58624;2026-08-20\|22.30\|-1.33\|22.49\|22.81\|22.27\|48528;2026-08-21\|22.76\|2.06\|22.22\|22.94\|21.96\|45457;2026-08-24\|22.62\|-0.62\|22.76\|23.20\|22.55\|37425;2026-08-25\|22.52\|-0.44\|22.63\|22.79\|22.18\|41860;2026-08-26\|22.81\|1.29\|22.50\|23.07\|22.31\|43337;2026-08-27\|23.63\|3.59\|22.79\|23.95\|22.69\|56162;2026-08-28\|23.73\|0.42\|23.63\|24.05\|23.53\|49243;2026-08-31\|22.09\|-6.91\|23.16\|23.70\|22.05\|111949;2026-09-01\|22.27\|0.81\|21.60\|22.47\|21.58\|48163;2026-09-02\|21.96\|-1.39\|22.58\|22.96\|21.78\|39400;2026-09-03\|22.19\|1.05\|21.97\|22.27\|21.80\|25469;2026-09-04\|22.16\|-0.14\|22.33\|22.88\|22.06\|40846;2026-09-07\|22.86\|3.16\|22.19\|23.03\|22.02\|54731;2026-09-08\|23.00\|0.61\|22.95\|23.87\|22.90\|53211;2026-09-09\|22.80\|-0.87\|22.92\|23.05\|22.55\|50564;2026-09-10\|22.67\|-0.57\|22.85\|22.91\|22.28\|30408;2026-09-11\|22.09\|-2.56\|22.50\|22.70\|21.82\|41425;2026-09-14\|21.19\|-4.07\|21.95\|22.00\|20.80\|46889;2026-09-15\|21.11\|-0.38\|21.30\|21.64\|21.05\|27203;2026-09-16\|21.30\|0.90\|21.15\|21.35\|21.04\|26935;2026-09-17\|21.13\|-0.80\|21.23\|21.76\|21.01\|33873;2026-09-18\|22.27\|5.40\|21.29\|22.35\|21.15\|60497;2026-09-21\|21.15\|-5.03\|22.18\|22.57\|20.52\|115278;2026-09-22\|22.26\|5.25\|21.02\|23.24\|20.68\|132806;2026-09-23\|21.88\|-1.71\|22.04\|22.23\|21.68\|71049;2026-09-24\|22.15\|1.23\|21.88\|22.56\|21.74\|70722;2026-09-28\|21.57\|-2.62\|22.10\|22.18\|21.33\|51712;2026-09-29\|22.12\|2.55\|21.47\|22.30\|21.28\|83814;2026-09-30\|22.71\|2.67\|21.51\|23.10\|21.31\|101681;2026-10-08\|21.84\|-3.83\|22.49\|22.88\|21.70\|63809;2026-10-09\|21.30\|-2.47\|21.85\|22.07\|20.81\|63413;2026-10-12\|20.97\|-1.55\|21.21\|21.60\|20.74\|42396;2026-10-13\|20.70\|-1.29\|20.77\|20.95\|19.50\|61176;2026-10-14\|21.16\|2.22\|20.76\|21.97\|20.71\|58327;2026-10-15\|20.70\|-2.17\|20.92\|21.60\|20.50\|49561;2026-10-16\|20.52\|-0.87\|20.96\|21.20\|20.33\|50592;2026-10-19\|20.52\|0.00\|20.50\|20.86\|20.31\|31067;2026-10-20\|20.20\|-1.56\|20.52\|20.57\|20.00\|41418;2026-10-21\|20.50\|1.49\|20.26\|21.33\|19.93\|54541;2026-10-22\|19.86\|-3.12\|20.69\|20.79\|19.86\|39648;2026-10-23\|20.30\|2.22\|19.60\|20.40\|19.09\|43476;2026-10-26\|20.38\|0.39\|20.18\|20.78\|20.17\|28577;2026-10-27\|19.83\|-2.70\|20.29\|20.88\|19.83\|36352;2026-10-28\|19.53\|-1.51\|19.88\|20.28\|19.53\|44022;2026-10-29\|17.62\|-9.78\|19.54\|19.66\|17.58\|78809;2026-10-30\|18.10\|2.72\|17.45\|19.09\|17.17\|72285;2026-11-02\|17.93\|-0.94\|18.10\|18.30\|17.25\|63142;2026-11-03\|18.06\|0.72\|17.80\|18.24\|17.69\|34259;2026-11-04\|18.51\|2.49\|18.05\|18.88\|17.77\|56248;2026-11-05\|20.36\|9.99\|18.57\|20.36\|18.46\|66988;2026-11-06\|19.92\|-2.16\|20.16\|20.81\|19.40\|73247
126457	南亚向客户发出涨价函	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532;2026-09-16\|253.99\|0.96\|260.00\|264.00\|241.00\|274774;2026-09-17\|230.00\|-9.45\|250.00\|253.00\|230.00\|247121;2026-09-18\|226.78\|-1.40\|237.94\|242.80\|220.10\|229093;2026-09-21\|231.70\|2.17\|228.18\|235.89\|226.78\|155663;2026-09-22\|226.50\|-2.24\|237.99\|239.01\|225.52\|162055;2026-09-23\|227.70\|0.53\|229.78\|232.90\|224.50\|135719;2026-09-24\|213.30\|-6.32\|228.60\|231.00\|212.18\|144412;2026-09-28\|204.60\|-4.08\|213.38\|219.20\|202.50\|138173;2026-09-29\|212.00\|3.62\|203.00\|215.20\|201.10\|145376;2026-09-30\|212.66\|0.31\|211.99\|219.77\|205.06\|156580;2026-10-08\|224.25\|5.45\|218.46\|233.00\|212.97\|251387;2026-10-09\|206.46\|-7.93\|215.50\|217.00\|201.83\|225964;2026-10-12\|185.81\|-10.00\|199.46\|201.00\|185.81\|188295;2026-10-13\|193.99\|4.40\|169.75\|195.78\|169.75\|231736;2026-10-14\|202.01\|4.13\|196.99\|209.00\|195.87\|200303;2026-10-15\|190.00\|-5.95\|195.00\|201.79\|190.00\|169723;2026-10-16\|189.99\|-0.01\|196.99\|198.98\|187.37\|138673;2026-10-19\|186.74\|-1.71\|188.90\|190.90\|173.58\|129608;2026-10-20\|192.42\|3.04\|185.50\|197.44\|179.80\|122092;2026-10-21\|202.68\|5.33\|199.00\|206.32\|195.01\|147071;2026-10-22\|189.90\|-6.31\|205.00\|205.50\|187.81\|145949;2026-10-23\|201.65\|6.19\|195.00\|208.89\|176.00\|339217;2026-10-26\|181.49\|-10.00\|185.63\|188.88\|181.49\|88773;2026-10-27\|163.34\|-10.00\|175.20\|177.60\|163.34\|238749;2026-10-28\|163.74\|0.24\|165.00\|170.20\|156.52\|231021;2026-10-29\|147.37\|-10.00\|155.00\|162.00\|147.37\|193252;2026-10-30\|147.29\|-0.05\|138.08\|158.97\|134.33\|245318;2026-11-02\|146.69\|-0.41\|150.08\|152.80\|143.02\|173159;2026-11-03\|132.02\|-10.00\|142.19\|148.54\|132.02\|210553;2026-11-04\|145.22\|10.00\|133.90\|145.22\|130.16\|234648;2026-11-05\|148.13\|2.00\|140.40\|151.60\|139.61\|234783;2026-11-06\|141.60\|-4.41\|134.00\|148.00\|133.42\|187241
126456	宇树科技上市在即	机器人概念+汽车减震器龙头+定增完成 1、据2025年年度报告，公司布局机器人零部件赛道，致力于机器人用柔性触觉传感技术的研发、传感器的设计与制造，已完成核心产品技术攻关与样品研发，在核心算法层面取得突破，正式迈入市场化应用与产业验证阶段。 2、据2025年年度报告，公司为中国汽车减震器行业龙头，主营汽车悬架系统减震器、橡胶减震产品及发动机密封件，具备多品种、多系列产品的规模化集约供应优势，可适配大多数知名汽车品牌及车型。 3、据2025年年度报告，公司向特定对象发行股票项目已全部完成，成功募足资金4.5亿元，用于产线升级及新产能建设。	中国汽车零部件减震器行业龙头；公司丝杠产品研发中，设备全进口且与丝杠高度重合，有能力做丝杠	2026-06-29\|8.38\|-0.24\|8.34\|8.48\|8.13\|24510;2026-06-30\|8.35\|-0.36\|8.37\|8.47\|8.23\|20692;2026-07-01\|8.59\|2.87\|8.36\|8.71\|8.36\|33877;2026-07-02\|8.61\|0.23\|8.65\|8.86\|8.48\|25885;2026-07-03\|8.93\|3.72\|8.62\|9.00\|8.60\|37145;2026-07-06\|8.81\|-1.34\|9.02\|9.04\|8.80\|32138;2026-07-07\|8.38\|-4.88\|8.74\|8.91\|8.38\|25967;2026-07-08\|8.23\|-1.79\|8.46\|8.46\|8.19\|27055;2026-07-09\|8.06\|-2.07\|8.23\|8.38\|7.94\|54405;2026-07-10\|8.33\|3.35\|8.06\|8.49\|8.00\|34357;2026-07-13\|8.16\|-2.04\|8.33\|8.39\|8.06\|33876;2026-07-14\|8.37\|2.57\|8.11\|8.38\|8.08\|24444;2026-07-15\|8.36\|-0.12\|8.30\|8.53\|8.30\|21080;2026-07-16\|8.48\|1.44\|8.37\|8.61\|8.27\|23459;2026-07-17\|8.21\|-3.18\|8.48\|8.61\|8.16\|30062;2026-07-20\|8.06\|-1.83\|8.28\|8.43\|7.92\|33096;2026-07-21\|7.96\|-1.24\|8.06\|8.13\|7.81\|36657;2026-07-22\|7.78\|-2.26\|7.95\|8.03\|7.75\|24034;2026-07-23\|8.03\|3.21\|7.71\|8.05\|7.71\|21025;2026-07-24\|7.87\|-1.99\|7.95\|8.08\|7.82\|12722;2026-07-27\|8.07\|2.54\|7.85\|8.12\|7.79\|17271;2026-07-28\|8.10\|0.37\|8.07\|8.18\|8.03\|16648;2026-07-29\|8.27\|2.10\|8.10\|8.30\|8.03\|22965;2026-07-30\|8.29\|0.24\|8.27\|8.39\|8.14\|18781;2026-07-31\|8.37\|0.96\|8.38\|8.42\|8.24\|21718;2026-08-03\|8.71\|4.06\|8.43\|8.72\|8.38\|25274;2026-08-04\|8.65\|-0.69\|8.76\|8.81\|8.60\|19316;2026-08-05\|8.63\|-0.23\|8.74\|8.74\|8.55\|18588;2026-08-06\|8.76\|1.51\|8.58\|8.77\|8.56\|16664;2026-08-07\|8.71\|-0.57\|8.80\|8.80\|8.57\|17192;2026-08-10\|9.01\|3.44\|8.76\|9.04\|8.70\|22982;2026-08-11\|8.90\|-1.22\|9.04\|9.04\|8.82\|23284;2026-08-12\|9.04\|1.57\|9.05\|9.10\|8.83\|19279;2026-08-13\|8.86\|-1.99\|9.09\|9.20\|8.86\|26801;2026-08-14\|9.75\|10.05\|8.89\|9.75\|8.82\|61840;2026-08-17\|10.73\|10.05\|10.29\|10.73\|10.29\|64307;2026-08-18\|11.80\|9.97\|11.80\|11.80\|11.80\|48082;2026-08-19\|10.62\|-10.00\|10.62\|11.00\|10.62\|86010;2026-08-20\|10.00\|-5.84\|9.56\|10.17\|9.56\|190092;2026-08-21\|9.57\|-4.30\|9.50\|9.89\|9.21\|114975;2026-08-24\|10.53\|10.03\|9.55\|10.53\|9.53\|107894;2026-08-25\|11.09\|5.32\|10.53\|11.48\|10.00\|224755;2026-08-26\|10.62\|-4.24\|10.60\|10.80\|10.31\|151596;2026-08-27\|10.33\|-2.73\|10.52\|10.52\|10.14\|132119;2026-08-28\|10.01\|-3.10\|10.29\|10.30\|9.91\|111294;2026-08-31\|10.46\|4.50\|9.91\|10.79\|9.72\|152743;2026-09-01\|10.41\|-0.48\|10.30\|10.60\|10.15\|115601;2026-09-02\|10.30\|-1.06\|10.24\|10.38\|9.98\|83407;2026-09-03\|9.94\|-3.50\|10.32\|10.53\|9.93\|75298;2026-09-04\|9.70\|-2.41\|10.01\|10.01\|9.63\|65475;2026-09-07\|9.80\|1.03\|9.68\|9.92\|9.65\|45225;2026-09-08\|9.88\|0.82\|9.74\|9.88\|9.68\|46475;2026-09-09\|9.73\|-1.52\|9.83\|9.88\|9.71\|31927;2026-09-10\|9.47\|-2.67\|9.67\|9.77\|9.44\|42034;2026-09-11\|9.43\|-0.42\|9.40\|9.52\|9.25\|43761;2026-09-14\|9.45\|0.21\|9.40\|9.48\|9.26\|29055;2026-09-15\|9.15\|-3.17\|9.40\|9.43\|9.13\|33538;2026-09-16\|9.24\|0.98\|9.15\|9.30\|9.00\|26962;2026-09-17\|9.43\|2.06\|9.30\|9.45\|9.17\|35407;2026-09-18\|9.49\|0.64\|9.42\|9.55\|9.36\|28452;2026-09-21\|9.65\|1.69\|9.50\|9.73\|9.36\|39308;2026-09-22\|9.65\|0.00\|9.70\|9.75\|9.56\|25315;2026-09-23\|9.77\|1.24\|9.69\|9.77\|9.54\|37618;2026-09-24\|9.62\|-1.54\|9.73\|9.85\|9.61\|27595;2026-09-28\|9.49\|-1.35\|9.63\|9.68\|9.41\|25757;2026-09-29\|9.53\|0.42\|9.49\|9.62\|9.42\|25557;2026-09-30\|9.46\|-0.73\|9.59\|9.75\|9.46\|26690;2026-10-08\|9.48\|0.21\|9.53\|9.68\|9.38\|26522;2026-10-09\|9.45\|-0.32\|9.43\|9.48\|9.12\|30469;2026-10-12\|9.28\|-1.80\|9.46\|9.55\|9.23\|19281;2026-10-13\|9.37\|0.97\|9.27\|9.41\|8.93\|33669;2026-10-14\|9.09\|-2.99\|9.37\|9.38\|9.05\|26612;2026-10-15\|8.95\|-1.54\|9.05\|9.12\|8.81\|27022;2026-10-16\|9.20\|2.79\|9.09\|9.33\|9.01\|29725;2026-10-19\|9.15\|-0.54\|9.19\|9.21\|8.88\|25581;2026-10-20\|9.44\|3.17\|9.20\|10.00\|9.10\|74962;2026-10-21\|9.83\|4.13\|9.35\|9.98\|9.25\|105103;2026-10-22\|10.81\|9.97\|9.62\|10.81\|9.55\|193240;2026-10-23\|11.89\|9.99\|10.90\|11.89\|10.90\|188241;2026-10-26\|13.08\|10.01\|13.08\|13.08\|12.90\|287742;2026-10-27\|11.77\|-10.02\|12.87\|13.16\|11.77\|465488;2026-10-28\|10.59\|-10.03\|10.66\|11.20\|10.59\|298509;2026-10-29\|9.53\|-10.01\|9.98\|10.19\|9.53\|243007;2026-10-30\|9.95\|4.41\|9.00\|10.48\|8.89\|440587;2026-11-02\|9.32\|-6.33\|9.55\|9.67\|8.96\|335658;2026-11-03\|9.13\|-2.04\|9.00\|9.49\|8.87\|235999;2026-11-04\|8.90\|-2.52\|9.03\|9.28\|8.68\|286150;2026-11-05\|9.06\|1.80\|8.78\|9.39\|8.75\|256786;2026-11-06\|8.66\|-4.42\|8.56\|8.96\|8.52\|213034
126455	1-7月中国创新药BD交易总金额达1063亿美元	化学制药+抗肿瘤+感冒止咳 1、据2026年4月29日年报，公司处方药品种覆盖抗肿瘤及心血管等治疗领域，年销售额过亿元的优势品类包括抗肿瘤药系列；公司核心产品斑蝥酸钠维生素B6注射液是创新型抗肿瘤产品，拥有20年国家专利保护。 2、据2026年4月29日年报，公司“神奇”品牌有超30年历史，是中国驰名商标，OTC业务覆盖感冒止咳、小儿用药等几十个品类，药品批准文号141个。	公司拥有中国驰名商标“神奇”品牌，其中枇杷止咳颗粒、强力枇杷露等较为知名	2026-06-29\|4.61\|3.13\|4.47\|4.65\|4.33\|89053;2026-06-30\|4.44\|-3.69\|4.59\|4.62\|4.38\|91953;2026-07-01\|4.63\|4.28\|4.44\|4.66\|4.39\|100329;2026-07-02\|4.70\|1.51\|4.64\|4.82\|4.58\|103767;2026-07-03\|4.81\|2.34\|4.71\|4.82\|4.67\|88667;2026-07-06\|4.82\|0.21\|4.80\|4.91\|4.76\|80185;2026-07-07\|4.61\|-4.36\|4.84\|4.84\|4.58\|84790;2026-07-08\|4.63\|0.43\|4.57\|4.70\|4.50\|65589;2026-07-09\|4.55\|-1.73\|4.60\|4.71\|4.48\|74589;2026-07-10\|4.73\|3.96\|4.54\|4.79\|4.45\|116322;2026-07-13\|4.81\|1.69\|4.74\|4.85\|4.72\|144080;2026-07-14\|4.99\|3.74\|4.80\|5.01\|4.72\|180451;2026-07-15\|5.11\|2.40\|4.97\|5.18\|4.92\|171032;2026-07-16\|5.18\|1.37\|5.10\|5.23\|5.01\|132802;2026-07-17\|4.90\|-5.41\|5.15\|5.23\|4.88\|130948;2026-07-20\|4.92\|0.41\|4.90\|5.03\|4.84\|106684;2026-07-21\|4.77\|-3.05\|4.92\|4.92\|4.66\|128446;2026-07-22\|4.74\|-0.63\|4.71\|4.91\|4.71\|84203;2026-07-23\|4.86\|2.53\|4.73\|4.92\|4.69\|98592;2026-07-24\|4.70\|-3.29\|4.85\|4.90\|4.69\|87763;2026-07-27\|4.82\|2.55\|4.69\|4.86\|4.66\|83686;2026-07-28\|4.85\|0.62\|4.77\|4.95\|4.77\|88960;2026-07-29\|4.88\|0.62\|4.85\|4.96\|4.84\|69344;2026-07-30\|4.86\|-0.41\|4.86\|4.97\|4.80\|77217;2026-07-31\|4.91\|1.03\|4.86\|4.92\|4.82\|84355;2026-08-03\|4.99\|1.63\|4.91\|5.00\|4.90\|65820;2026-08-04\|5.02\|0.60\|5.02\|5.11\|5.00\|74656;2026-08-05\|4.94\|-1.59\|5.02\|5.03\|4.90\|75111;2026-08-06\|5.00\|1.21\|4.95\|5.00\|4.87\|76207;2026-08-07\|5.09\|1.80\|4.98\|5.09\|4.93\|106046;2026-08-10\|5.19\|1.96\|5.07\|5.26\|5.07\|112336;2026-08-11\|5.17\|-0.39\|5.16\|5.26\|5.16\|102935;2026-08-12\|5.30\|2.51\|5.19\|5.35\|5.11\|162014;2026-08-13\|5.83\|10.00\|5.30\|5.83\|5.10\|233667;2026-08-14\|6.41\|9.95\|6.41\|6.41\|6.41\|124938;2026-08-17\|7.05\|9.98\|6.90\|7.05\|6.78\|392467;2026-08-18\|7.76\|10.07\|7.76\|7.76\|7.60\|723040;2026-08-19\|7.78\|0.26\|8.19\|8.54\|7.38\|1625428;2026-08-20\|8.56\|10.03\|8.56\|8.56\|8.50\|601592;2026-08-21\|9.00\|5.14\|7.70\|9.19\|7.70\|1763221;2026-08-24\|9.90\|10.00\|9.32\|9.90\|9.04\|975750;2026-08-25\|10.27\|3.74\|9.55\|10.28\|9.06\|1729390;2026-08-26\|10.55\|2.73\|10.11\|10.56\|9.88\|1391637;2026-08-27\|11.61\|10.05\|11.61\|11.61\|11.39\|583636;2026-08-28\|12.40\|6.80\|12.53\|12.77\|11.13\|1981621;2026-08-31\|11.16\|-10.00\|11.16\|11.16\|11.16\|96836;2026-09-01\|11.16\|0.00\|10.04\|11.98\|10.04\|1878111;2026-09-02\|10.04\|-10.04\|10.06\|10.70\|10.04\|1176070;2026-09-03\|9.09\|-9.46\|9.52\|9.85\|9.04\|1297776;2026-09-04\|9.02\|-0.77\|9.12\|9.39\|8.76\|1144068;2026-09-07\|9.41\|4.32\|8.97\|9.59\|8.88\|1115029;2026-09-08\|9.91\|5.31\|9.50\|10.35\|9.23\|1514127;2026-09-09\|9.02\|-8.98\|9.70\|10.01\|8.93\|1285353;2026-09-10\|8.51\|-5.65\|8.77\|9.01\|8.20\|1122409;2026-09-11\|8.10\|-4.82\|8.42\|8.52\|8.03\|696666;2026-09-14\|8.53\|5.31\|8.08\|8.65\|7.92\|784072;2026-09-15\|8.23\|-3.52\|8.50\|8.63\|8.20\|583826;2026-09-16\|8.20\|-0.36\|8.15\|8.49\|8.04\|482718;2026-09-17\|8.54\|4.15\|8.27\|9.02\|8.13\|1128759;2026-09-18\|8.41\|-1.52\|8.12\|8.70\|8.12\|995682;2026-09-21\|9.25\|9.99\|8.46\|9.25\|8.41\|891214;2026-09-22\|9.43\|1.95\|9.25\|9.60\|9.05\|1619574;2026-09-23\|8.66\|-8.17\|9.10\|9.29\|8.61\|1134845;2026-09-24\|8.25\|-4.73\|8.50\|8.76\|8.20\|743402;2026-09-28\|8.29\|0.48\|8.31\|8.82\|8.04\|711239;2026-09-29\|8.11\|-2.17\|8.05\|8.55\|7.90\|557888;2026-09-30\|8.19\|0.99\|8.07\|8.60\|8.02\|597114;2026-10-08\|8.20\|0.12\|8.35\|8.73\|8.15\|747762;2026-10-09\|8.72\|6.34\|8.36\|8.75\|7.94\|906992;2026-10-12\|7.99\|-8.37\|8.52\|8.72\|7.96\|706992;2026-10-13\|8.07\|1.00\|7.86\|8.10\|7.55\|507820;2026-10-14\|7.66\|-5.08\|7.99\|7.99\|7.66\|381919;2026-10-15\|7.69\|0.39\|7.57\|8.29\|7.47\|797035;2026-10-16\|8.01\|4.16\|7.70\|8.46\|7.70\|1235979;2026-10-19\|7.30\|-8.86\|7.68\|7.73\|7.21\|1014972;2026-10-20\|7.25\|-0.68\|7.21\|7.37\|7.08\|593075;2026-10-21\|7.35\|1.38\|7.49\|7.60\|7.32\|546228;2026-10-22\|6.83\|-7.07\|7.32\|7.32\|6.77\|436889;2026-10-23\|6.69\|-2.05\|6.68\|6.73\|6.29\|427257;2026-10-26\|6.51\|-2.69\|6.63\|6.66\|6.41\|305008;2026-10-27\|6.28\|-3.53\|6.55\|6.63\|6.27\|277521;2026-10-28\|6.35\|1.11\|6.31\|6.42\|6.16\|307722;2026-10-29\|6.26\|-1.42\|6.28\|6.50\|6.23\|254894;2026-10-30\|6.29\|0.48\|6.18\|6.77\|6.00\|507060;2026-11-02\|6.43\|2.23\|6.27\|6.44\|6.00\|393480;2026-11-03\|6.26\|-2.64\|6.38\|6.52\|6.18\|331720;2026-11-04\|6.44\|2.88\|6.23\|6.45\|6.12\|366554;2026-11-05\|6.57\|2.02\|6.49\|6.63\|6.44\|343919;2026-11-06\|6.40\|-2.59\|6.30\|6.54\|6.29\|250642
126454	摩根大通：下一轮全球粮食危机可能正在酝酿之中	粮食概念+大健康食品+湖南国资行业原因：据中证报，分析指出，当前地缘冲突通过能源和化肥成本、航运成本和风险偏好间接传导，推升农产品价格中枢，厄尔尼诺现象预期升温成为2026年农产品定价的重要外生变量，定价范式从单一供需因素主导转向“供需+成本+安全溢价+气候预期”的复合模式。公司原因： 1、据2026年6月3日业绩说明会，公司持续聚焦粮油核心主业，重点深耕大健康功能食品赛道，已推出低GI大米、高油酸菜籽油、甘油二酯菜籽油及“药食同源”系列面条等多款产品。 2、据2025年年度报告，公司主要业务为优质粮油、新型健康食品开发、生产及销售，主要产品包括大米、面粉、面条、植物油等，公司品牌“金健”获评国家级消费名品称号。 3、据同花顺iFinD数据，公司控股股东为湖南粮食集团有限责任公司，实际控制人为湖南省人民政府国有资产监督管理委员会。	中国粮食行业第一股，在国内拥有较高的品牌知名度；公司主要产品有大米、面粉、面条、植物油、牛奶等	2026-06-29\|5.19\|0.58\|5.13\|5.22\|5.03\|123119;2026-06-30\|5.20\|0.19\|5.17\|5.22\|5.11\|93769;2026-07-01\|5.33\|2.50\|5.20\|5.36\|5.17\|141330;2026-07-02\|5.37\|0.75\|5.31\|5.42\|5.30\|121848;2026-07-03\|5.39\|0.37\|5.34\|5.45\|5.34\|86459;2026-07-06\|5.43\|0.74\|5.38\|5.46\|5.36\|88857;2026-07-07\|5.36\|-1.29\|5.42\|5.46\|5.26\|101415;2026-07-08\|5.39\|0.56\|5.33\|5.43\|5.27\|83047;2026-07-09\|5.34\|-0.93\|5.35\|5.39\|5.27\|79834;2026-07-10\|5.45\|2.06\|5.34\|5.49\|5.23\|150516;2026-07-13\|5.59\|2.57\|5.49\|5.63\|5.43\|195631;2026-07-14\|5.66\|1.25\|5.58\|5.80\|5.55\|207036;2026-07-15\|5.65\|-0.18\|5.55\|5.69\|5.49\|153212;2026-07-16\|5.71\|1.06\|5.65\|5.74\|5.60\|135332;2026-07-17\|5.56\|-2.63\|5.71\|5.76\|5.52\|154821;2026-07-20\|5.56\|0.00\|5.57\|5.65\|5.50\|121056;2026-07-21\|5.49\|-1.26\|5.56\|5.57\|5.43\|126042;2026-07-22\|5.52\|0.55\|5.45\|5.56\|5.44\|75667;2026-07-23\|5.63\|1.99\|5.52\|5.64\|5.47\|116932;2026-07-24\|5.45\|-3.20\|5.59\|5.63\|5.44\|93971;2026-07-27\|5.50\|0.92\|5.44\|5.52\|5.39\|81568;2026-07-28\|5.51\|0.18\|5.49\|5.56\|5.47\|77708;2026-07-29\|5.56\|0.91\|5.49\|5.60\|5.48\|107828;2026-07-30\|5.51\|-0.90\|5.53\|5.64\|5.49\|147337;2026-07-31\|5.55\|0.73\|5.48\|5.56\|5.47\|101952;2026-08-03\|5.67\|2.16\|5.56\|5.69\|5.55\|137801;2026-08-04\|5.64\|-0.53\|5.67\|5.72\|5.60\|96626;2026-08-05\|5.61\|-0.53\|5.65\|5.66\|5.57\|102355;2026-08-06\|6.17\|9.98\|5.59\|6.17\|5.52\|475038;2026-08-07\|6.32\|2.43\|6.20\|6.57\|5.90\|925800;2026-08-10\|6.30\|-0.32\|6.20\|6.40\|6.12\|549685;2026-08-11\|6.15\|-2.38\|6.26\|6.31\|6.12\|359447;2026-08-12\|6.12\|-0.49\|6.09\|6.15\|6.04\|251732;2026-08-13\|6.11\|-0.16\|6.10\|6.18\|6.02\|254656;2026-08-14\|5.87\|-3.93\|6.06\|6.10\|5.83\|329665;2026-08-17\|6.46\|10.05\|6.32\|6.46\|6.32\|381413;2026-08-18\|7.11\|10.06\|6.85\|7.11\|6.75\|547965;2026-08-19\|7.82\|9.99\|7.82\|7.82\|7.82\|292707;2026-08-20\|8.60\|9.97\|8.14\|8.60\|8.10\|2785813;2026-08-21\|8.20\|-4.65\|9.39\|9.45\|8.00\|2721839;2026-08-24\|8.46\|3.17\|8.35\|8.90\|7.77\|2673184;2026-08-25\|9.31\|10.05\|8.46\|9.31\|8.46\|2962935;2026-08-26\|9.80\|5.26\|9.16\|10.01\|9.02\|3041437;2026-08-27\|10.78\|10.00\|10.30\|10.78\|9.91\|1304343;2026-08-28\|11.77\|9.18\|10.93\|11.79\|10.70\|2892282;2026-08-31\|12.04\|2.29\|11.79\|12.58\|11.65\|2861741;2026-09-01\|13.24\|9.97\|12.05\|13.24\|12.05\|1388371;2026-09-02\|12.40\|-6.34\|13.20\|13.88\|12.28\|2849911;2026-09-03\|12.67\|2.18\|12.47\|12.98\|11.53\|2773052;2026-09-04\|12.30\|-2.92\|11.83\|13.02\|11.40\|2615938;2026-09-07\|13.53\|10.00\|13.23\|13.53\|12.80\|1379519;2026-09-08\|14.79\|9.31\|14.07\|14.88\|14.01\|2992169;2026-09-09\|14.33\|-3.11\|14.50\|15.07\|14.05\|2498195;2026-09-10\|14.00\|-2.30\|14.36\|14.69\|13.78\|2066830;2026-09-11\|13.55\|-3.21\|13.72\|14.42\|13.17\|2445675;2026-09-14\|14.17\|4.58\|13.12\|14.36\|12.67\|2548840;2026-09-15\|12.75\|-10.02\|14.12\|14.15\|12.75\|1555792;2026-09-16\|11.84\|-7.14\|11.48\|12.29\|11.48\|2397693;2026-09-17\|13.02\|9.97\|12.00\|13.02\|11.51\|1926605;2026-09-18\|14.32\|9.98\|12.90\|14.32\|12.60\|3020547;2026-09-21\|15.75\|9.99\|14.50\|15.75\|14.24\|1825757;2026-09-22\|16.47\|4.57\|16.05\|16.55\|15.51\|2574045;2026-09-23\|16.75\|1.70\|16.41\|16.88\|16.11\|2074239;2026-09-24\|16.49\|-1.55\|16.74\|17.05\|15.29\|2651298;2026-09-28\|14.84\|-10.01\|16.15\|16.20\|14.84\|363611;2026-09-29\|13.36\|-9.97\|13.60\|14.08\|13.36\|1476670;2026-09-30\|13.14\|-1.65\|12.80\|13.63\|12.68\|2255714;2026-10-08\|13.80\|5.02\|13.36\|14.45\|13.00\|2621813;2026-10-09\|15.18\|10.00\|13.80\|15.18\|13.40\|2019398;2026-10-12\|13.90\|-8.43\|16.42\|16.70\|13.82\|3736900;2026-10-13\|14.55\|4.68\|12.51\|14.60\|12.51\|2935889;2026-10-14\|14.76\|1.44\|14.66\|15.40\|13.88\|2429277;2026-10-15\|13.43\|-9.01\|14.58\|14.89\|13.30\|2171687;2026-10-16\|14.62\|8.86\|13.77\|14.76\|13.75\|2445507;2026-10-19\|13.16\|-9.99\|14.00\|14.35\|13.16\|2170337;2026-10-20\|13.24\|0.61\|12.93\|13.80\|12.30\|2104480;2026-10-21\|13.61\|2.79\|13.24\|14.15\|13.10\|1970382;2026-10-22\|12.25\|-9.99\|13.39\|13.51\|12.25\|1723219;2026-10-23\|11.46\|-6.45\|11.60\|11.87\|11.03\|1775764;2026-10-26\|11.16\|-2.62\|11.17\|11.46\|10.61\|1329797;2026-10-27\|10.38\|-6.99\|11.16\|11.45\|10.35\|1677505;2026-10-28\|10.30\|-0.77\|10.69\|10.70\|9.99\|1395987;2026-10-29\|9.68\|-6.02\|10.29\|10.29\|9.64\|1219566;2026-10-30\|9.54\|-1.45\|9.40\|9.81\|9.05\|1175241;2026-11-02\|9.78\|2.52\|9.58\|9.94\|9.06\|1259873;2026-11-03\|10.10\|3.27\|9.70\|10.53\|9.70\|1893111;2026-11-04\|10.50\|3.96\|10.10\|10.64\|9.60\|2502856;2026-11-05\|10.47\|-0.29\|10.10\|10.70\|10.05\|2183622;2026-11-06\|11.19\|6.88\|10.43\|11.35\|10.43\|2602611
126453	1-7月中国创新药BD交易总金额达1063亿美元	维生素+合成生物+生物保鲜剂 1、据2025年年度报告，公司为生物素全球主要供应商之一，产销量和出口额连续多年行业领先，在维生素领域与众多全球跨国企业集团及国内知名饲料与养殖企业开展深度合作。 2、据2025年年度报告，公司合成生物学平台已拥有菌株构建、高通量筛选、检测及发酵平台，逐步布局合成生物学行业。 3、据2025年年度报告，子公司新银象为全球乳酸链球菌素及纳他霉素主要供应商，可同时生产乳酸链球菌素、纳他霉素、ε-聚赖氨酸盐酸盐三个系列产品，乳酸链球菌素销量同比增长24.20%。	公司主要维生素产品生物素和叶酸	2026-06-29\|11.60\|1.05\|11.48\|11.75\|10.95\|41995;2026-06-30\|11.32\|-2.41\|11.55\|11.65\|11.28\|31373;2026-07-01\|11.75\|4.72\|11.43\|11.94\|11.25\|53144;2026-07-02\|11.66\|-0.77\|11.71\|12.13\|11.60\|57720;2026-07-03\|12.00\|2.92\|11.83\|12.06\|11.71\|52883;2026-07-06\|11.99\|-0.08\|12.07\|12.20\|11.91\|35277;2026-07-07\|11.37\|-5.17\|12.10\|12.10\|11.31\|40444;2026-07-08\|11.18\|-1.67\|11.37\|11.42\|11.10\|39143;2026-07-09\|10.94\|-2.15\|11.18\|11.30\|10.64\|46422;2026-07-10\|11.32\|3.47\|10.95\|11.55\|10.74\|41630;2026-07-13\|11.12\|-1.77\|11.31\|11.45\|11.04\|26691;2026-07-14\|11.32\|1.80\|11.18\|11.32\|10.97\|24392;2026-07-15\|11.55\|2.03\|11.22\|11.71\|11.20\|26147;2026-07-16\|11.78\|1.99\|11.55\|11.87\|11.39\|28026;2026-07-17\|11.16\|-5.26\|11.74\|11.89\|11.09\|33610;2026-07-20\|10.72\|-3.94\|11.16\|11.39\|10.60\|42716;2026-07-21\|10.38\|-3.17\|10.75\|10.82\|10.10\|65977;2026-07-22\|10.13\|-2.41\|10.38\|10.54\|9.98\|43671;2026-07-23\|10.44\|3.06\|10.14\|10.47\|10.04\|39318;2026-07-24\|10.04\|-3.83\|10.43\|10.47\|9.94\|41119;2026-07-27\|10.48\|4.38\|10.08\|10.61\|10.05\|39344;2026-07-28\|10.56\|0.76\|10.42\|10.73\|10.40\|29080;2026-07-29\|10.74\|1.70\|10.55\|10.90\|10.55\|30368;2026-07-30\|10.85\|1.02\|10.79\|11.05\|10.64\|32269;2026-07-31\|10.92\|0.65\|10.86\|10.98\|10.77\|27313;2026-08-03\|11.43\|4.67\|10.92\|11.45\|10.92\|36469;2026-08-04\|11.43\|0.00\|11.49\|11.61\|11.36\|30318;2026-08-05\|11.41\|-0.17\|11.50\|11.53\|11.21\|26852;2026-08-06\|11.48\|0.61\|11.41\|11.52\|11.31\|22570;2026-08-07\|11.74\|2.26\|11.48\|11.74\|11.35\|29033;2026-08-10\|12.21\|4.00\|11.71\|12.25\|11.63\|40001;2026-08-11\|12.18\|-0.25\|12.17\|12.30\|11.98\|28520;2026-08-12\|12.31\|1.07\|12.18\|12.48\|12.02\|34479;2026-08-13\|12.19\|-0.97\|12.28\|12.41\|12.05\|33641;2026-08-14\|13.41\|10.01\|12.13\|13.41\|12.10\|89563;2026-08-17\|14.75\|9.99\|14.75\|14.75\|14.74\|51313;2026-08-18\|14.73\|-0.14\|16.22\|16.23\|14.41\|364723;2026-08-19\|13.26\|-9.98\|13.28\|13.90\|13.26\|106441;2026-08-20\|12.75\|-3.85\|12.13\|13.67\|11.93\|265728;2026-08-21\|14.03\|10.04\|13.01\|14.03\|12.80\|119101;2026-08-24\|12.63\|-9.98\|13.76\|13.76\|12.63\|218951;2026-08-25\|13.89\|9.98\|12.88\|13.89\|12.61\|158860;2026-08-26\|14.08\|1.37\|13.78\|14.59\|13.63\|284581;2026-08-27\|13.73\|-2.49\|13.88\|14.28\|13.65\|191426;2026-08-28\|13.30\|-3.13\|13.50\|13.57\|13.20\|136846;2026-08-31\|13.19\|-0.83\|13.20\|13.65\|13.03\|111402;2026-09-01\|13.47\|2.12\|13.06\|13.57\|13.01\|114128;2026-09-02\|12.95\|-3.86\|13.40\|13.40\|12.89\|83922;2026-09-03\|12.66\|-2.24\|12.94\|13.07\|12.60\|75350;2026-09-04\|12.88\|1.74\|12.86\|13.14\|12.55\|68551;2026-09-07\|13.08\|1.55\|12.82\|13.17\|12.79\|50117;2026-09-08\|13.37\|2.22\|13.18\|13.38\|13.01\|57947;2026-09-09\|13.08\|-2.17\|13.31\|13.31\|13.00\|50011;2026-09-10\|12.70\|-2.91\|12.97\|13.06\|12.70\|43521;2026-09-11\|12.36\|-2.68\|12.73\|12.79\|12.18\|46029;2026-09-14\|12.84\|3.88\|12.45\|13.12\|12.22\|53124;2026-09-15\|12.55\|-2.26\|12.79\|12.83\|12.54\|35026;2026-09-16\|12.50\|-0.40\|12.51\|12.64\|12.36\|33025;2026-09-17\|12.63\|1.04\|12.58\|12.65\|12.37\|29776;2026-09-18\|12.80\|1.35\|12.65\|13.04\|12.63\|37412;2026-09-21\|13.38\|4.53\|12.79\|13.43\|12.75\|48285;2026-09-22\|13.45\|0.52\|13.33\|13.58\|13.18\|42467;2026-09-23\|13.28\|-1.26\|13.43\|13.45\|13.20\|31510;2026-09-24\|13.11\|-1.28\|13.28\|13.38\|13.08\|27257;2026-09-28\|13.00\|-0.84\|13.30\|13.30\|12.94\|28984;2026-09-29\|13.17\|1.31\|12.95\|13.24\|12.77\|32816;2026-09-30\|13.61\|3.34\|13.20\|13.86\|13.17\|76265;2026-10-08\|13.32\|-2.13\|13.69\|13.94\|13.15\|53583;2026-10-09\|13.31\|-0.08\|13.30\|13.44\|12.62\|55464;2026-10-12\|12.92\|-2.93\|13.45\|13.45\|12.84\|37435;2026-10-13\|13.00\|0.62\|12.69\|13.08\|12.42\|38012;2026-10-14\|12.67\|-2.54\|13.03\|13.16\|12.63\|24494;2026-10-15\|12.39\|-2.21\|12.47\|12.58\|12.22\|35740;2026-10-16\|12.45\|0.48\|12.46\|12.83\|12.27\|37915;2026-10-19\|12.17\|-2.25\|12.12\|12.45\|11.85\|35437;2026-10-20\|12.46\|2.38\|12.24\|12.58\|12.05\|28632;2026-10-21\|12.33\|-1.04\|12.53\|12.68\|12.29\|22428;2026-10-22\|11.98\|-2.84\|12.23\|12.57\|11.96\|20315;2026-10-23\|11.97\|-0.08\|11.80\|12.02\|11.21\|40592;2026-10-26\|12.16\|1.59\|12.13\|12.31\|11.94\|32258;2026-10-27\|11.76\|-3.29\|12.16\|12.32\|11.76\|29487;2026-10-28\|11.75\|-0.09\|11.72\|11.89\|11.50\|31947;2026-10-29\|11.36\|-3.32\|11.71\|11.81\|11.33\|23207;2026-10-30\|11.01\|-3.08\|11.19\|11.62\|11.00\|28784;2026-11-02\|11.13\|1.09\|11.02\|11.20\|10.56\|30093;2026-11-03\|11.08\|-0.45\|11.08\|11.35\|10.93\|24708;2026-11-04\|11.39\|2.80\|11.08\|11.41\|10.80\|38707;2026-11-05\|11.65\|2.28\|11.36\|11.72\|11.27\|38315;2026-11-06\|11.33\|-2.75\|11.23\|11.64\|11.21\|26224
126452	英伟达CPO交换机全面量产	光模块透镜固定用胶+电子胶+半导体行业原因： 6月8日，美股光通信概念股集体反弹，迈威尔科技（Marvell）涨近10%，Coherent涨超6%，康宁涨超5%。黄仁勋此前表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月5日公告，公司股票近期连续上涨触发异常波动，公司澄清涉及半导体业务的光模块透镜固定用胶为新开发产品，目前该产品月营收占集团月营收不足1%，不会对公司业绩造成重大影响且存在未来供货的不确定性。 2、据2026年5月30日公告及2026年5月29日投资者关系活动记录表，公司电子胶板块光模块透镜固定用胶、底填胶等产品已进入半导体及汽车电子领域小批量供货，但占电子胶总体营收比重较低。 3、公司主营热熔环保粘接材料、电子胶黏剂等，已全面停止光伏封装胶膜业务，聚焦热熔胶、电子胶核心业务，重点拓展芯片半导体、新能源汽车等战略新兴领域。	公司电子胶板块光模块透镜固定用胶、底填胶等产品已经进入半导体及汽车电子领域小批量供货	2026-06-29\|7.36\|-3.03\|7.47\|7.73\|7.20\|292308;2026-06-30\|7.74\|5.16\|7.36\|8.10\|7.32\|413279;2026-07-01\|8.51\|9.95\|8.02\|8.51\|7.96\|367262;2026-07-02\|8.90\|4.58\|8.26\|9.30\|8.26\|700894;2026-07-03\|8.75\|-1.69\|8.75\|8.97\|8.53\|472774;2026-07-06\|8.60\|-1.71\|8.76\|9.07\|8.57\|317307;2026-07-07\|8.41\|-2.21\|8.39\|8.85\|8.32\|316739;2026-07-08\|7.91\|-5.95\|8.28\|8.50\|7.82\|320235;2026-07-09\|7.96\|0.63\|7.97\|8.08\|7.60\|229675;2026-07-10\|7.83\|-1.63\|8.02\|8.57\|7.83\|319883;2026-07-13\|7.15\|-8.68\|7.73\|7.93\|7.12\|295978;2026-07-14\|7.27\|1.68\|7.15\|7.34\|7.01\|205542;2026-07-15\|7.45\|2.48\|7.27\|8.00\|7.01\|327335;2026-07-16\|7.26\|-2.55\|7.29\|7.50\|7.21\|230532;2026-07-17\|6.73\|-7.30\|7.21\|7.31\|6.63\|246075;2026-07-20\|6.06\|-9.96\|6.77\|6.80\|6.06\|270595;2026-07-21\|6.12\|0.99\|6.07\|6.14\|5.51\|270851;2026-07-22\|6.00\|-1.96\|6.00\|6.20\|5.95\|148969;2026-07-23\|6.09\|1.50\|6.02\|6.12\|5.93\|131626;2026-07-24\|6.01\|-1.31\|6.03\|6.27\|5.90\|152065;2026-07-27\|6.61\|9.98\|6.01\|6.61\|5.98\|132370;2026-07-28\|7.03\|6.35\|6.86\|7.27\|6.82\|463052;2026-07-29\|6.68\|-4.98\|6.85\|7.00\|6.54\|316800;2026-07-30\|6.62\|-0.90\|6.59\|6.80\|6.56\|200864;2026-07-31\|6.93\|4.68\|6.78\|7.11\|6.71\|227519;2026-08-03\|6.95\|0.29\|6.88\|7.02\|6.85\|128258;2026-08-04\|7.10\|2.16\|7.00\|7.15\|6.91\|142311;2026-08-05\|7.20\|1.41\|7.08\|7.26\|7.05\|141241;2026-08-06\|7.59\|5.42\|7.18\|7.79\|7.14\|275662;2026-08-07\|7.65\|0.79\|7.54\|7.67\|7.41\|182181;2026-08-10\|7.95\|3.92\|7.67\|7.98\|7.55\|191071;2026-08-11\|8.03\|1.01\|7.95\|8.13\|7.85\|160126;2026-08-12\|8.83\|9.96\|8.00\|8.83\|7.99\|266547;2026-08-13\|9.71\|9.97\|8.99\|9.71\|8.50\|675858;2026-08-14\|10.68\|9.99\|10.19\|10.68\|10.19\|253789;2026-08-17\|11.75\|10.02\|11.75\|11.75\|11.75\|118591;2026-08-18\|11.19\|-4.77\|12.93\|12.93\|10.58\|1626952;2026-08-19\|10.07\|-10.01\|10.07\|10.40\|10.07\|608735;2026-08-20\|9.06\|-10.03\|9.35\|9.55\|9.06\|1006993;2026-08-21\|9.97\|10.04\|8.59\|9.97\|8.59\|1172899;2026-08-24\|10.97\|10.03\|9.97\|10.97\|9.76\|1169260;2026-08-25\|10.94\|-0.27\|10.94\|11.46\|10.35\|1178608;2026-08-26\|11.18\|2.19\|11.14\|11.72\|10.63\|1017150;2026-08-27\|10.87\|-2.77\|10.96\|11.48\|10.60\|1031414;2026-08-28\|11.02\|1.38\|10.78\|11.96\|10.60\|1515969;2026-08-31\|10.55\|-4.26\|10.80\|11.15\|10.28\|1059155;2026-09-01\|11.20\|6.16\|10.76\|11.40\|10.76\|993866;2026-09-02\|11.49\|2.59\|11.22\|12.00\|11.22\|916253;2026-09-03\|11.17\|-2.79\|11.54\|11.75\|11.09\|589536;2026-09-04\|10.54\|-5.64\|11.16\|11.38\|10.46\|596551;2026-09-07\|10.89\|3.32\|10.65\|11.40\|10.47\|686110;2026-09-08\|10.19\|-6.43\|10.85\|11.03\|10.07\|746684;2026-09-09\|10.30\|1.08\|10.25\|11.21\|10.20\|1158677;2026-09-10\|9.63\|-6.50\|10.19\|10.19\|9.53\|919078;2026-09-11\|9.18\|-4.67\|9.33\|9.47\|8.99\|546950;2026-09-14\|9.15\|-0.33\|9.21\|9.28\|8.80\|340826;2026-09-15\|9.00\|-1.64\|9.00\|9.25\|8.90\|324725;2026-09-16\|9.51\|5.67\|9.01\|9.61\|8.85\|545052;2026-09-17\|9.26\|-2.63\|9.50\|9.67\|9.22\|374978;2026-09-18\|9.67\|4.43\|9.50\|9.89\|9.37\|457817;2026-09-21\|10.19\|5.38\|9.65\|10.38\|9.64\|480723;2026-09-22\|10.07\|-1.18\|10.20\|10.35\|10.01\|421850;2026-09-23\|9.86\|-2.09\|10.05\|10.07\|9.80\|290371;2026-09-24\|9.81\|-0.51\|9.73\|10.03\|9.69\|257079;2026-09-28\|9.41\|-4.08\|9.80\|9.91\|9.35\|241289;2026-09-29\|9.34\|-0.74\|9.32\|9.64\|9.26\|198838;2026-09-30\|9.16\|-1.93\|9.53\|9.54\|9.12\|182675;2026-10-08\|9.06\|-1.09\|9.34\|9.41\|9.01\|266821;2026-10-09\|8.92\|-1.55\|9.00\|9.04\|8.55\|283264;2026-10-12\|8.64\|-3.14\|8.92\|8.93\|8.57\|163848;2026-10-13\|8.92\|3.24\|8.46\|9.15\|8.17\|316683;2026-10-14\|8.73\|-2.13\|8.90\|9.01\|8.71\|196148;2026-10-15\|8.76\|0.34\|8.48\|9.08\|8.33\|328741;2026-10-16\|8.57\|-2.17\|8.90\|8.98\|8.51\|252764;2026-10-19\|9.43\|10.04\|8.46\|9.43\|8.23\|305240;2026-10-20\|9.17\|-2.76\|9.80\|9.80\|9.05\|742584;2026-10-21\|10.09\|10.03\|9.17\|10.09\|9.05\|656878;2026-10-22\|11.10\|10.01\|10.00\|11.10\|9.70\|1345273;2026-10-23\|10.40\|-6.31\|10.19\|11.64\|9.99\|1251312;2026-10-26\|9.60\|-7.69\|10.01\|10.10\|9.50\|806109;2026-10-27\|9.65\|0.52\|9.81\|10.32\|9.58\|906718;2026-10-28\|9.58\|-0.73\|9.47\|9.84\|9.00\|792729;2026-10-29\|9.68\|1.04\|9.11\|9.98\|8.92\|931900;2026-10-30\|10.25\|5.89\|9.37\|10.65\|9.35\|1271631;2026-11-02\|10.37\|1.17\|10.20\|10.70\|9.56\|1116621;2026-11-03\|10.90\|5.11\|10.08\|11.41\|9.99\|1320999;2026-11-04\|9.82\|-9.91\|10.35\|10.44\|9.81\|1096817;2026-11-05\|9.56\|-2.65\|9.35\|9.84\|9.35\|717835;2026-11-06\|8.93\|-6.59\|9.05\|9.20\|8.90\|546464
126451		中际旭创入股+CPO散热+液冷服务器行业原因： 1、美股光通信巨头Lumentum及Coherent最新财报显示AI数据中心光互联需求爆发，Coherent季度营收创20.5亿美元历史新高，下季指引全面超预期。 2、中国银河证券8月13日研报指出，伴随下半年800G/1.6T批量出货，硅光方案出货占比提升，光通信板块盈利能力有望边际改善。公司原因： 1、据2026年8月13日公告，中际旭创拟以55.70元/股受让公司控股股东10.47%股份，交易总价17.47亿元，成为公司持股5%以上股东。 2、据2026年5月18日投资者关系活动记录表，公司VC模组散热方案已通过国内外头部光通信厂商认证并批量供货，客户覆盖度与交付规模持续提升。 3、据2026年5月18日投资者关系活动记录表，公司液冷散热模组面向AI服务器、高功率机柜等场景，已实现向服务器厂商批量供货。	1、中际旭创拟以55.70元/股受让公司控股股东10.47%股份，交易总价17.47亿元，成为公司持股5%以上股东； 2、公司宜兴子公司主营产品包括液冷模组等，建立相关技术储备和产品线，为国内外多家服务器企业提供液冷等全方位的管理综合解决方案； 3、公司VC产品在高速光模块中的市场化应用加速落地	2026-06-29\|56.05\|-2.37\|56.66\|60.45\|55.35\|180598;2026-06-30\|61.00\|8.83\|55.31\|61.28\|54.83\|224018;2026-07-01\|58.26\|-4.49\|60.99\|61.90\|57.70\|146715;2026-07-02\|58.00\|-0.45\|57.00\|61.56\|55.51\|194637;2026-07-03\|62.01\|6.91\|58.85\|65.66\|58.78\|272170;2026-07-06\|74.41\|20.00\|62.80\|74.41\|62.05\|465692;2026-07-07\|69.38\|-6.76\|72.19\|72.98\|67.77\|376463;2026-07-08\|65.61\|-5.43\|70.77\|71.00\|65.29\|197398;2026-07-09\|68.36\|4.19\|66.92\|68.55\|62.80\|228530;2026-07-10\|69.61\|1.83\|69.18\|74.63\|68.37\|261875;2026-07-13\|63.22\|-9.18\|68.83\|71.00\|62.67\|192322;2026-07-14\|67.14\|6.20\|63.68\|67.59\|58.52\|251876;2026-07-15\|67.79\|0.97\|66.92\|70.40\|65.50\|209902;2026-07-16\|66.82\|-1.43\|67.25\|72.50\|65.01\|259732;2026-07-17\|54.50\|-18.44\|65.93\|65.98\|54.40\|327599;2026-07-20\|48.13\|-11.69\|56.00\|56.65\|46.00\|277342;2026-07-21\|51.12\|6.21\|50.17\|51.29\|43.17\|220578;2026-07-22\|49.81\|-2.56\|51.00\|53.30\|49.46\|186669;2026-07-23\|48.25\|-3.13\|49.95\|52.30\|47.72\|139891;2026-07-24\|46.40\|-3.83\|47.39\|49.21\|46.23\|109474;2026-07-27\|51.50\|10.99\|47.32\|54.10\|46.40\|210230;2026-07-28\|47.25\|-8.25\|50.86\|51.36\|46.80\|161718;2026-07-29\|46.62\|-1.33\|47.25\|48.83\|44.20\|191711;2026-07-30\|42.13\|-9.63\|46.36\|46.80\|41.45\|170628;2026-07-31\|43.31\|2.80\|45.20\|46.46\|43.01\|164357;2026-08-03\|42.41\|-2.08\|43.09\|43.85\|41.26\|134174;2026-08-04\|44.98\|6.06\|43.00\|45.81\|42.46\|153259;2026-08-05\|47.20\|4.94\|44.31\|47.91\|44.31\|155612;2026-08-06\|48.15\|2.01\|46.66\|49.01\|45.68\|133070;2026-08-07\|51.70\|7.37\|47.88\|52.95\|47.20\|196006;2026-08-10\|51.75\|0.10\|51.91\|53.05\|50.50\|136672;2026-08-11\|51.04\|-1.37\|51.26\|52.19\|50.00\|100817;2026-08-12\|51.86\|1.61\|51.82\|52.70\|50.63\|102253;2026-08-13\|56.13\|8.23\|52.61\|59.29\|51.86\|249595;2026-08-14\|67.36\|20.01\|67.36\|67.36\|67.36\|42527;2026-08-17\|80.83\|20.00\|80.83\|80.83\|80.83\|36324;2026-08-18\|97.00\|20.00\|96.62\|97.00\|92.11\|502223;2026-08-19\|86.59\|-10.73\|90.19\|91.99\|84.01\|405755;2026-08-20\|90.67\|4.71\|88.55\|92.98\|86.00\|303653;2026-08-21\|84.10\|-7.25\|87.98\|88.10\|80.92\|245481;2026-08-24\|84.20\|0.12\|85.80\|87.58\|80.50\|224819;2026-08-25\|86.01\|2.15\|82.02\|88.47\|81.12\|249325;2026-08-26\|87.40\|1.62\|84.68\|87.40\|82.60\|192549;2026-08-27\|89.93\|2.89\|87.99\|92.20\|86.90\|298393;2026-08-28\|91.60\|1.86\|87.99\|94.58\|87.99\|251263;2026-08-31\|94.50\|3.17\|88.50\|94.52\|88.10\|206292;2026-09-01\|95.20\|0.74\|94.50\|97.18\|90.88\|244812;2026-09-02\|88.64\|-6.89\|95.00\|95.99\|88.01\|288375;2026-09-03\|89.56\|1.04\|91.78\|94.34\|85.67\|316556;2026-09-04\|88.90\|-0.74\|91.91\|94.41\|87.66\|272194;2026-09-07\|104.36\|17.39\|91.00\|106.68\|89.50\|458816;2026-09-08\|88.23\|-15.46\|96.00\|97.00\|86.00\|409163;2026-09-09\|83.66\|-5.18\|87.01\|88.98\|82.10\|273070;2026-09-10\|83.50\|-0.19\|83.00\|86.25\|82.06\|152743;2026-09-11\|85.80\|2.75\|83.00\|87.32\|82.00\|174671;2026-09-14\|84.61\|-1.39\|83.00\|85.98\|78.50\|171393;2026-09-15\|88.89\|5.06\|84.98\|89.26\|84.60\|165158;2026-09-16\|93.77\|5.49\|89.15\|95.39\|88.01\|194598;2026-09-17\|93.79\|0.02\|93.02\|97.00\|92.81\|151044;2026-09-18\|97.89\|4.37\|96.98\|99.10\|94.41\|153086;2026-09-21\|99.77\|1.92\|100.98\|102.25\|97.09\|138837;2026-09-22\|111.76\|12.02\|101.99\|116.66\|101.77\|324967;2026-09-23\|119.50\|6.93\|114.91\|126.99\|114.50\|337111;2026-09-24\|118.62\|-0.74\|119.41\|123.19\|118.00\|222311;2026-09-28\|109.20\|-7.94\|120.00\|120.00\|108.00\|244595;2026-09-29\|107.38\|-1.67\|109.32\|112.60\|105.33\|191441;2026-09-30\|108.10\|0.67\|108.09\|116.12\|107.61\|212525;2026-10-08\|90.10\|-16.65\|106.89\|107.78\|88.31\|349379;2026-10-09\|92.98\|3.20\|90.18\|94.53\|87.26\|315253;2026-10-12\|88.87\|-4.42\|91.00\|92.55\|87.89\|165238;2026-10-13\|89.20\|0.37\|84.69\|91.99\|84.69\|198668;2026-10-14\|86.61\|-2.90\|89.11\|91.01\|86.01\|149701;2026-10-15\|81.20\|-6.25\|82.97\|85.37\|80.56\|166210;2026-10-16\|81.12\|-0.10\|83.40\|84.98\|80.19\|140712;2026-10-19\|78.78\|-2.88\|79.55\|80.78\|74.02\|142714;2026-10-20\|78.70\|-0.10\|77.50\|81.55\|76.41\|117956;2026-10-21\|79.00\|0.38\|82.03\|82.77\|78.70\|147308;2026-10-22\|74.18\|-6.10\|78.00\|78.50\|73.92\|156336;2026-10-23\|74.30\|0.16\|73.05\|75.59\|67.52\|174257;2026-10-26\|71.21\|-4.16\|72.29\|72.99\|67.50\|170321;2026-10-27\|66.07\|-7.22\|72.68\|72.80\|65.95\|149710;2026-10-28\|75.60\|14.42\|67.15\|75.60\|66.50\|214668;2026-10-29\|71.60\|-5.29\|74.12\|75.40\|70.20\|190819;2026-10-30\|68.36\|-4.53\|67.23\|73.63\|65.90\|192581;2026-11-02\|71.60\|4.74\|69.50\|73.17\|67.75\|199126;2026-11-03\|63.32\|-11.56\|70.33\|70.65\|63.11\|190270;2026-11-04\|71.75\|13.31\|64.20\|73.21\|61.61\|248312;2026-11-05\|69.81\|-2.70\|67.01\|72.99\|66.38\|200894;2026-11-06\|65.02\|-6.86\|62.80\|66.42\|61.67\|176670
126450		中华老字号+大消费+国企改革 1、据2026年8月12日半年报，公司是商务部首批认定的“中华老字号”企业，主打产品“十八街麻花”制作技艺入选国家级非物质文化遗产名录。 2、据2026年8月12日半年报，公司推进产品结构向礼品、休闲双向发展，开发上市“清风玉食”粗粮轻养系列夹馅麻花及“麻焙焙”等休闲新品，顺应大消费趋势。 3、据2026年8月14日同花顺数据，公司实际控制人为天津市河西区人民政府国有资产监督管理委员会，具备国企改革背景。	中国麻花行业龙头	2026-06-29\|8.46\|0.71\|8.38\|8.50\|8.09\|65460;2026-06-30\|8.40\|-0.71\|8.40\|8.58\|8.25\|58400;2026-07-01\|8.67\|3.21\|8.36\|8.80\|8.33\|60367;2026-07-02\|8.74\|0.81\|8.69\|8.93\|8.61\|71730;2026-07-03\|8.91\|1.95\|8.79\|8.97\|8.69\|54212;2026-07-06\|8.91\|0.00\|8.91\|9.14\|8.85\|44814;2026-07-07\|8.57\|-3.82\|8.90\|8.90\|8.53\|49226;2026-07-08\|8.55\|-0.23\|8.58\|8.65\|8.42\|42238;2026-07-09\|8.41\|-1.64\|8.48\|8.62\|8.31\|43960;2026-07-10\|8.65\|4.72\|8.32\|8.82\|8.19\|60631;2026-07-13\|8.45\|-2.31\|8.73\|8.76\|8.44\|56638;2026-07-14\|8.63\|2.13\|8.45\|8.68\|8.25\|75221;2026-07-15\|8.76\|1.51\|8.60\|8.81\|8.50\|56555;2026-07-16\|9.02\|2.97\|8.75\|9.08\|8.75\|72892;2026-07-17\|8.59\|-4.77\|8.97\|9.15\|8.51\|75960;2026-07-20\|8.22\|-4.31\|8.54\|8.76\|8.12\|99209;2026-07-21\|7.91\|-3.77\|8.17\|8.24\|7.66\|112027;2026-07-22\|7.83\|-1.01\|7.81\|8.02\|7.77\|71244;2026-07-23\|8.03\|2.55\|7.77\|8.08\|7.74\|62783;2026-07-24\|7.85\|-2.24\|7.98\|8.07\|7.78\|46108;2026-07-27\|8.09\|3.06\|7.83\|8.10\|7.76\|55199;2026-07-28\|8.41\|3.96\|8.00\|8.48\|8.00\|71646;2026-07-29\|8.70\|3.45\|8.40\|8.81\|8.19\|99917;2026-07-30\|8.64\|-0.69\|8.62\|8.95\|8.59\|102697;2026-07-31\|8.84\|2.31\|8.41\|8.89\|8.39\|73939;2026-08-03\|9.03\|2.15\|8.84\|9.08\|8.74\|78279;2026-08-04\|9.10\|0.78\|9.08\|9.33\|9.01\|79459;2026-08-05\|9.15\|0.55\|9.10\|9.27\|9.06\|79106;2026-08-06\|9.20\|0.55\|9.15\|9.25\|9.01\|48976;2026-08-07\|9.11\|-0.98\|9.20\|9.24\|8.91\|49078;2026-08-10\|9.41\|3.29\|9.11\|9.43\|9.01\|57235;2026-08-11\|9.41\|0.00\|9.38\|9.50\|9.23\|50100;2026-08-12\|9.46\|0.53\|9.39\|9.49\|9.20\|58061;2026-08-13\|9.22\|-2.54\|9.44\|9.54\|9.21\|81192;2026-08-14\|10.14\|9.98\|9.21\|10.14\|8.96\|138202;2026-08-17\|11.15\|9.96\|11.15\|11.15\|11.15\|48534;2026-08-18\|12.27\|10.04\|12.27\|12.27\|12.27\|41168;2026-08-19\|11.04\|-10.02\|12.00\|12.00\|11.04\|238011;2026-08-20\|9.94\|-9.96\|9.94\|10.40\|9.94\|381438;2026-08-21\|9.40\|-5.43\|9.50\|9.68\|8.95\|382826;2026-08-24\|9.33\|-0.74\|9.30\|9.59\|9.06\|273285;2026-08-25\|9.76\|4.61\|9.27\|9.95\|9.18\|308400;2026-08-26\|9.94\|1.84\|9.64\|10.17\|9.58\|257929;2026-08-27\|9.94\|0.00\|9.90\|10.19\|9.86\|183159;2026-08-28\|10.17\|2.31\|9.94\|10.25\|9.82\|174809;2026-08-31\|10.22\|0.49\|10.17\|10.41\|10.00\|181226;2026-09-01\|10.39\|1.66\|10.35\|10.58\|10.23\|191010;2026-09-02\|10.12\|-2.60\|10.30\|10.34\|10.03\|137681;2026-09-03\|9.85\|-2.67\|10.00\|10.21\|9.83\|115116;2026-09-04\|10.26\|4.16\|9.95\|10.59\|9.85\|167537;2026-09-07\|10.61\|3.41\|10.26\|10.65\|10.22\|158797;2026-09-08\|10.68\|0.66\|10.63\|10.71\|10.50\|137662;2026-09-09\|10.46\|-2.06\|10.68\|10.68\|10.36\|100223;2026-09-10\|10.17\|-2.77\|10.52\|10.55\|10.14\|93183;2026-09-11\|9.76\|-4.03\|10.13\|10.27\|9.64\|85193;2026-09-14\|9.80\|0.41\|9.80\|9.96\|9.68\|68189;2026-09-15\|9.44\|-3.67\|9.80\|9.82\|9.43\|67890;2026-09-16\|9.47\|0.32\|9.44\|9.56\|9.26\|60689;2026-09-17\|9.58\|1.16\|9.46\|9.67\|9.30\|66773;2026-09-18\|9.68\|1.04\|9.64\|9.79\|9.48\|62704;2026-09-21\|9.99\|3.20\|9.72\|9.99\|9.61\|58784;2026-09-22\|10.01\|0.20\|9.99\|10.07\|9.81\|70457;2026-09-23\|9.79\|-2.20\|10.03\|10.03\|9.75\|50946;2026-09-24\|9.75\|-0.41\|9.82\|9.96\|9.73\|49229;2026-09-28\|9.69\|-0.62\|9.74\|9.90\|9.61\|58846;2026-09-29\|9.82\|1.34\|9.68\|9.90\|9.58\|51314;2026-09-30\|9.87\|0.51\|9.86\|10.09\|9.76\|53796;2026-10-08\|9.95\|0.81\|9.87\|10.06\|9.78\|63850;2026-10-09\|10.04\|0.90\|9.91\|10.15\|9.60\|82350;2026-10-12\|9.69\|-3.49\|9.99\|10.09\|9.65\|57170;2026-10-13\|9.98\|2.99\|9.58\|10.05\|9.38\|80139;2026-10-14\|9.96\|-0.20\|10.01\|10.19\|9.83\|94615;2026-10-15\|9.59\|-3.71\|9.77\|9.97\|9.58\|104073;2026-10-16\|9.64\|0.52\|9.67\|9.85\|9.55\|70117;2026-10-19\|9.40\|-2.49\|9.64\|9.67\|9.11\|82925;2026-10-20\|9.57\|1.81\|9.30\|9.67\|9.28\|81360;2026-10-21\|9.71\|1.46\|9.60\|9.89\|9.54\|61118;2026-10-22\|9.43\|-2.88\|9.66\|10.48\|9.38\|232750;2026-10-23\|9.26\|-1.80\|9.13\|9.53\|8.70\|173803;2026-10-26\|10.19\|10.04\|9.26\|10.19\|9.15\|158253;2026-10-27\|11.21\|10.01\|10.51\|11.21\|9.91\|358663;2026-10-28\|10.35\|-7.67\|11.33\|11.60\|10.11\|596809;2026-10-29\|9.32\|-9.95\|9.75\|10.18\|9.32\|421763;2026-10-30\|9.07\|-2.68\|9.00\|9.85\|8.88\|368164;2026-11-02\|9.58\|5.62\|9.06\|9.73\|8.56\|370078;2026-11-03\|9.58\|0.00\|9.46\|9.97\|9.40\|283215;2026-11-04\|9.28\|-3.13\|9.59\|9.67\|8.95\|269141;2026-11-05\|9.65\|3.99\|9.39\|9.65\|9.27\|205186;2026-11-06\|9.21\|-4.56\|9.40\|9.77\|9.15\|159110
126284		下修转股价博弈+猪肉+预制菜+ST板块行业原因：据期货日报6月22日报道，在猪价处于低谷之际，农业农村部近期印发《生猪产能综合调控实施方案（2026年修订）》，将全国能繁母猪正常保有量从3900万头下调至3750万头，绿色区域上限从105%收紧至103%。政策旨在稳定生猪产能，促使猪价维持在合理价格区间运行。公司原因： 1、据2026年5月15日机构调研，公司正积极推进可转债转股及兑付事宜，董事会已提议向下修正转股价格，并通过自有现金流及合规融资渠道筹措资金，加强应收款催收以保障兑付；据2026年5月30日公告，自2026年5月25日至5月29日，公司股票已有五个交易日低于当期转股价格的90%，预计触发转股价格向下修正条件。 2、据2025年年度报告，公司主营业务为生猪养殖、屠宰和肉制品加工，坚持以食品为主体，屠宰和养殖为两翼的“一体两翼”战略，屠宰设计产能1,250万头，食品加工产能33万吨。 3、据2026年6月16日互动易，公司近五年食品研发投入累计超4,000万元，2025年度超1,000万元，已形成肥肠、酥肉、烤肠等大单品矩阵，新品轻卤肥肠上市1.5个月销售额突破1,000万元，客户覆盖海底捞、西贝等。 4、据2026年4月29日年报，公司2026年一季度归母净利润亏损同比缩小99.20%。	肉食品屠宰与深加工行业的龙头企业	2026-06-29\|1.24\|-4.62\|1.24\|1.24\|1.24\|58832;2026-06-30\|1.18\|-4.84\|1.18\|1.22\|1.18\|675434;2026-07-01\|1.22\|3.39\|1.15\|1.24\|1.13\|808624;2026-07-02\|1.28\|4.92\|1.21\|1.28\|1.20\|724430;2026-07-03\|1.34\|4.69\|1.28\|1.34\|1.26\|787745;2026-07-06\|1.47\|9.70\|1.47\|1.47\|1.47\|57134;2026-07-07\|1.46\|-0.68\|1.58\|1.62\|1.46\|1558353;2026-07-08\|1.46\|0.00\|1.31\|1.56\|1.31\|1199541;2026-07-09\|1.52\|4.11\|1.46\|1.59\|1.45\|1106777;2026-07-10\|1.58\|3.95\|1.53\|1.64\|1.49\|1206686;2026-07-13\|1.72\|8.86\|1.54\|1.74\|1.52\|1347662;2026-07-14\|1.69\|-1.74\|1.68\|1.81\|1.63\|1364453;2026-07-15\|1.83\|8.28\|1.72\|1.83\|1.68\|1158227;2026-07-16\|2.01\|9.84\|1.93\|2.01\|1.88\|878199;2026-07-17\|2.08\|3.48\|2.15\|2.21\|2.00\|2087519;2026-07-20\|1.87\|-10.10\|1.98\|2.07\|1.87\|1428192;2026-07-21\|1.98\|5.88\|1.95\|2.05\|1.72\|1528663;2026-07-22\|1.97\|-0.51\|1.88\|2.01\|1.86\|899951;2026-07-23\|1.92\|-2.54\|1.94\|1.99\|1.89\|671069;2026-07-24\|1.76\|-8.33\|1.88\|1.90\|1.74\|919951;2026-07-27\|1.88\|6.82\|1.78\|1.89\|1.75\|852698;2026-07-28\|1.89\|0.53\|1.84\|1.93\|1.82\|702219;2026-07-29\|2.08\|10.05\|1.90\|2.08\|1.88\|1362188;2026-07-30\|2.19\|5.29\|2.04\|2.28\|1.98\|1489426;2026-07-31\|2.17\|-0.91\|2.06\|2.31\|2.06\|1195599;2026-08-03\|2.21\|1.84\|2.16\|2.26\|2.12\|853967;2026-08-04\|2.07\|-6.33\|2.19\|2.22\|2.06\|1034466;2026-08-05\|2.04\|-1.45\|2.06\|2.11\|1.96\|894569;2026-08-06\|2.10\|2.94\|2.02\|2.13\|2.01\|761710;2026-08-07\|2.04\|-2.86\|2.09\|2.09\|2.03\|592094;2026-08-10\|2.17\|6.37\|2.03\|2.23\|2.00\|919015;2026-08-11\|2.19\|0.92\|2.16\|2.25\|2.13\|716660;2026-08-12\|2.18\|-0.46\|2.21\|2.24\|2.15\|591993;2026-08-13\|2.12\|-2.75\|2.16\|2.19\|2.09\|620550;2026-08-14\|2.33\|9.91\|2.16\|2.33\|2.12\|1225077;2026-08-17\|2.36\|1.29\|2.36\|2.45\|2.28\|1044114;2026-08-18\|2.55\|8.05\|2.37\|2.60\|2.37\|1255338;2026-08-19\|2.68\|5.10\|2.46\|2.78\|2.45\|1382096;2026-08-20\|2.95\|10.07\|2.66\|2.95\|2.61\|1409080;2026-08-21\|2.77\|-6.10\|2.94\|3.02\|2.66\|1550575;2026-08-24\|2.90\|4.69\|2.80\|2.94\|2.56\|1288740;2026-08-25\|2.85\|-1.72\|2.85\|3.09\|2.79\|1376976;2026-08-26\|2.66\|-6.67\|2.76\|2.84\|2.65\|1104583;2026-08-27\|2.57\|-3.38\|2.70\|2.76\|2.51\|1072742;2026-08-28\|2.73\|6.23\|2.56\|2.75\|2.52\|941095;2026-08-31\|2.62\|-4.03\|2.76\|2.76\|2.58\|736891;2026-09-01\|2.57\|-1.91\|2.58\|2.72\|2.54\|724098;2026-09-02\|2.60\|1.17\|2.54\|2.60\|2.46\|662335;2026-09-03\|2.58\|-0.77\|2.58\|2.65\|2.54\|465216;2026-09-04\|2.71\|5.04\|2.57\|2.73\|2.54\|797981;2026-09-07\|2.84\|4.80\|2.70\|2.86\|2.67\|831336;2026-09-08\|2.75\|-3.17\|2.82\|2.86\|2.74\|655333;2026-09-09\|2.69\|-2.18\|2.73\|2.78\|2.65\|556453;2026-09-10\|2.57\|-4.46\|2.64\|2.65\|2.56\|591640;2026-09-11\|2.60\|1.17\|2.57\|2.68\|2.55\|486646;2026-09-14\|2.48\|-4.62\|2.56\|2.58\|2.37\|693437;2026-09-15\|2.34\|-5.65\|2.46\|2.50\|2.33\|573055;2026-09-16\|2.33\|-0.43\|2.32\|2.37\|2.29\|383018;2026-09-17\|2.38\|2.15\|2.34\|2.43\|2.33\|410244;2026-09-18\|2.38\|0.00\|2.38\|2.40\|2.33\|338486;2026-09-21\|2.54\|6.72\|2.39\|2.54\|2.38\|501472;2026-09-22\|2.54\|0.00\|2.50\|2.56\|2.48\|388503;2026-09-23\|2.48\|-2.36\|2.53\|2.62\|2.47\|504320;2026-09-24\|2.39\|-3.63\|2.46\|2.51\|2.37\|447725;2026-09-28\|2.43\|1.67\|2.33\|2.49\|2.28\|461309;2026-09-29\|2.38\|-2.06\|2.44\|2.47\|2.38\|269710;2026-09-30\|2.22\|-6.72\|2.27\|2.32\|2.17\|763548;2026-10-08\|2.22\|0.00\|2.28\|2.34\|2.21\|408171;2026-10-09\|2.16\|-2.70\|2.21\|2.22\|2.08\|518240;2026-10-12\|2.04\|-5.56\|2.14\|2.15\|2.03\|368586;2026-10-13\|2.07\|1.47\|2.00\|2.10\|1.98\|331577;2026-10-14\|2.00\|-3.38\|2.06\|2.12\|1.99\|359790;2026-10-15\|1.89\|-5.50\|1.97\|2.00\|1.88\|400255;2026-10-16\|1.87\|-1.06\|1.92\|1.94\|1.85\|276534;2026-10-19\|1.80\|-3.74\|1.85\|1.88\|1.79\|324721;2026-10-20\|1.81\|0.56\|1.81\|1.86\|1.80\|254033;2026-10-21\|1.86\|2.76\|1.82\|1.86\|1.81\|222808;2026-10-22\|1.83\|-1.61\|1.87\|1.87\|1.81\|210063;2026-10-23\|1.82\|-0.55\|1.80\|1.82\|1.71\|373416;2026-10-26\|1.82\|0.00\|1.79\|1.82\|1.76\|227918;2026-10-27\|1.92\|5.49\|1.83\|2.00\|1.82\|709555;2026-10-28\|1.86\|-3.12\|1.89\|1.91\|1.83\|458150;2026-10-29\|1.74\|-6.45\|1.85\|1.85\|1.73\|385140;2026-10-30\|1.72\|-1.15\|1.72\|1.76\|1.69\|267704;2026-11-02\|1.73\|0.58\|1.71\|1.75\|1.63\|300009;2026-11-03\|1.78\|2.89\|1.70\|1.80\|1.69\|296384;2026-11-04\|1.78\|0.00\|1.76\|1.83\|1.74\|288656;2026-11-05\|1.84\|3.37\|1.80\|1.85\|1.78\|301269;2026-11-06\|1.88\|2.17\|1.81\|1.93\|1.80\|365112
126283	南亚向客户发出涨价函	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228;2026-09-11\|125.25\|-0.25\|122.60\|126.33\|120.18\|160876;2026-09-14\|124.20\|-0.84\|121.39\|126.67\|118.33\|141202;2026-09-15\|125.89\|1.36\|123.00\|131.00\|123.00\|188707;2026-09-16\|124.20\|-1.34\|125.20\|127.98\|122.28\|210708;2026-09-17\|120.35\|-3.10\|124.00\|126.90\|119.50\|191642;2026-09-18\|121.20\|0.71\|122.80\|123.50\|117.51\|177087;2026-09-21\|120.86\|-0.28\|122.05\|125.00\|118.70\|176016;2026-09-22\|118.19\|-2.21\|122.78\|123.97\|117.18\|173907;2026-09-23\|119.00\|0.69\|118.18\|121.82\|117.51\|155491;2026-09-24\|114.08\|-4.13\|117.08\|119.60\|113.38\|151465;2026-09-28\|105.96\|-7.12\|113.51\|113.53\|105.18\|147074;2026-09-29\|110.50\|4.28\|105.29\|111.63\|105.00\|138145;2026-09-30\|108.00\|-2.26\|112.53\|112.70\|107.50\|78904;2026-10-08\|105.22\|-2.57\|108.04\|111.69\|103.70\|130490;2026-10-09\|101.20\|-3.82\|103.12\|103.69\|95.16\|166309;2026-10-12\|96.03\|-5.11\|99.80\|101.76\|95.88\|107317;2026-10-13\|100.62\|4.78\|92.00\|101.98\|91.00\|153346;2026-10-14\|99.86\|-0.76\|100.00\|103.73\|99.08\|120664;2026-10-15\|97.65\|-2.21\|94.71\|99.66\|94.70\|118627;2026-10-16\|95.25\|-2.46\|99.84\|99.84\|93.39\|112845;2026-10-19\|93.00\|-2.36\|94.00\|94.99\|89.13\|119062;2026-10-20\|93.10\|0.11\|92.04\|96.60\|91.52\|99518;2026-10-21\|93.24\|0.15\|94.50\|96.75\|92.78\|86878;2026-10-22\|86.45\|-7.28\|94.21\|94.50\|86.01\|141148;2026-10-23\|87.28\|0.96\|85.00\|87.68\|80.28\|137613;2026-10-26\|81.09\|-7.09\|86.10\|86.53\|80.05\|144750;2026-10-27\|77.55\|-4.37\|82.72\|84.18\|77.50\|105922;2026-10-28\|80.70\|4.06\|79.40\|81.99\|78.40\|129727;2026-10-29\|71.50\|-11.40\|79.51\|79.97\|71.28\|161945;2026-10-30\|65.33\|-8.63\|67.84\|70.77\|64.45\|208781;2026-11-02\|65.43\|0.15\|66.64\|67.60\|63.73\|159927;2026-11-03\|60.45\|-7.61\|64.13\|65.20\|59.58\|175410;2026-11-04\|68.59\|13.47\|61.65\|68.80\|59.97\|205428;2026-11-05\|67.25\|-1.95\|65.15\|69.75\|64.64\|184118;2026-11-06\|61.61\|-8.39\|62.88\|64.26\|60.00\|186098
126282	南亚向客户发出涨价函	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123;2026-09-15\|47.09\|3.97\|45.19\|48.59\|45.19\|3114227;2026-09-16\|47.39\|0.64\|47.09\|48.07\|45.60\|2730288;2026-09-17\|47.15\|-0.51\|47.80\|51.68\|47.08\|3630627;2026-09-18\|45.02\|-4.52\|48.00\|48.48\|43.88\|3927780;2026-09-21\|45.87\|1.89\|44.99\|46.65\|44.70\|2702158;2026-09-22\|45.47\|-0.87\|46.10\|47.52\|45.10\|2351756;2026-09-23\|45.62\|0.33\|45.11\|46.18\|44.43\|1470044;2026-09-24\|43.06\|-5.61\|45.05\|45.28\|43.02\|1928424;2026-09-28\|39.27\|-8.80\|42.66\|42.85\|39.00\|2156372;2026-09-29\|39.69\|1.07\|39.00\|39.96\|38.70\|1208270;2026-09-30\|39.41\|-0.71\|39.91\|40.19\|39.21\|949547;2026-10-08\|39.55\|0.36\|40.09\|40.98\|39.03\|1464381;2026-10-09\|38.57\|-2.48\|39.00\|39.28\|36.01\|2117315;2026-10-12\|38.30\|-0.70\|39.00\|39.66\|38.26\|1434872;2026-10-13\|38.46\|0.42\|36.88\|38.95\|36.05\|1660938;2026-10-14\|36.24\|-5.77\|38.01\|38.46\|36.20\|1372026;2026-10-15\|34.32\|-5.30\|34.12\|35.30\|34.00\|1524565;2026-10-16\|33.90\|-0.26\|34.70\|34.95\|33.45\|1017842;2026-10-19\|33.72\|-0.53\|33.49\|33.98\|32.21\|1240088;2026-10-20\|34.66\|2.79\|33.96\|35.21\|33.40\|1505026;2026-10-21\|34.59\|-0.20\|35.00\|35.76\|34.44\|1219295;2026-10-22\|32.56\|-5.87\|34.85\|34.90\|32.54\|1264826;2026-10-23\|32.90\|1.04\|31.76\|33.13\|30.34\|1614600;2026-10-26\|30.85\|-6.23\|32.47\|32.48\|30.69\|1227706;2026-10-27\|30.37\|-1.56\|31.35\|31.75\|30.35\|987524;2026-10-28\|31.35\|3.23\|30.90\|31.75\|30.63\|1203182;2026-10-29\|29.32\|-6.48\|30.98\|31.22\|29.32\|1222656;2026-10-30\|27.68\|-5.59\|28.00\|29.22\|27.20\|1451602;2026-11-02\|28.18\|1.81\|28.00\|28.65\|27.45\|1244281;2026-11-03\|26.68\|-5.32\|27.68\|28.42\|26.48\|1374524;2026-11-04\|28.93\|8.43\|26.97\|29.19\|26.00\|2072564;2026-11-05\|29.03\|0.35\|27.91\|29.87\|27.85\|1876175;2026-11-06\|27.45\|-5.44\|27.06\|28.08\|26.50\|1490886
126281	美股AI算力租赁商Nebius股价暴涨	游戏+半年报预增+AI应用行业原因： 1、据国泰海通证券7月25日研报，7月游戏版号发放数量创近三年新高，行业优质供给有望陆续释放，叠加头部公司新游下半年陆续上线，板块有望迎来估值与业绩双击。 2、据财信证券7月24日研报，世纪华通、巨人网络等多家公司中报预告净利润高速增长，爆款产品长线运营及新游接力推动利润释放，板块估值处于历史底部区域。公司原因： 1、据2026年7月15日公告，公司预计2026年上半年净利润43亿元至47.7亿元，同比增长61.87%至79.57%，预计营收约220亿元，同比增长约28%。业绩增长主要得益于点点互动与Century Games核心游戏业务表现突出，国内及海外收入持续稳健增长。 2、据2026年4月30日年报，公司旗下《Whiteout Survival》《Kingshot》《无尽冬日》等多款产品表现强劲，2025年公司跃居中国手游发行商全球收入榜亚军，互联网游戏业务收入362.37亿元，同比增长72.84%。 3、据2026年5月13日投资者关系活动记录表，公司正积极拥抱AI时代，探索AI在应用端上可持续、可盈利的商业化模式，并认为游戏是AI在应用端的最佳落地渠道之一。	1、公司IDC业务分别位于长三角和粤港澳大湾区，属于东数西算工程的国家算力枢纽节点； 2、公司旗下盛趣游戏是全球领先的互联网游戏开发商	2026-06-29\|13.87\|1.46\|13.62\|14.08\|13.57\|1600907;2026-06-30\|14.10\|1.66\|14.00\|14.15\|13.65\|1285882;2026-07-01\|13.73\|-2.62\|14.21\|14.25\|13.01\|1948339;2026-07-02\|13.65\|-0.58\|13.71\|14.36\|13.59\|1412499;2026-07-03\|13.46\|-1.39\|13.60\|13.79\|13.31\|882405;2026-07-06\|14.09\|4.68\|13.46\|14.32\|13.33\|1763759;2026-07-07\|14.50\|2.91\|14.11\|15.05\|14.05\|2225425;2026-07-08\|14.23\|-1.86\|14.73\|14.73\|13.84\|1366694;2026-07-09\|13.89\|-2.39\|14.11\|14.26\|13.71\|1174527;2026-07-10\|14.04\|1.08\|13.77\|14.53\|13.54\|1498719;2026-07-13\|14.00\|-0.28\|13.91\|14.03\|13.48\|1496632;2026-07-14\|13.58\|-3.00\|13.86\|13.89\|13.21\|1351176;2026-07-15\|14.26\|5.01\|13.58\|14.43\|13.16\|2289158;2026-07-16\|13.91\|-2.45\|14.05\|14.29\|13.71\|1355824;2026-07-17\|13.05\|-6.18\|13.77\|13.92\|12.96\|1769538;2026-07-20\|13.33\|2.15\|13.19\|13.50\|13.01\|1144387;2026-07-21\|13.59\|1.95\|13.30\|13.65\|13.17\|1213725;2026-07-22\|12.78\|-5.96\|13.49\|13.55\|12.74\|1806881;2026-07-23\|12.28\|-3.91\|12.70\|12.70\|12.00\|2087319;2026-07-24\|12.38\|0.81\|12.12\|12.55\|12.07\|1229214;2026-07-27\|12.63\|2.02\|12.30\|12.65\|12.29\|911466;2026-07-28\|12.52\|-0.87\|12.58\|12.83\|12.46\|716961;2026-07-29\|13.55\|8.23\|12.60\|13.77\|12.46\|2538575;2026-07-30\|13.19\|-2.66\|13.45\|13.93\|13.09\|1654955;2026-07-31\|13.54\|2.65\|13.01\|13.90\|13.00\|1742691;2026-08-03\|13.82\|2.07\|13.54\|14.18\|13.48\|1464795;2026-08-04\|14.12\|2.17\|14.00\|14.16\|13.66\|1278989;2026-08-05\|14.12\|0.00\|14.01\|14.31\|13.99\|1175414;2026-08-06\|13.86\|-1.84\|14.04\|14.29\|13.81\|1001927;2026-08-07\|13.77\|-0.65\|13.79\|13.92\|13.65\|918061;2026-08-10\|14.31\|3.92\|13.70\|14.33\|13.55\|1003982;2026-08-11\|14.21\|-0.70\|14.40\|14.84\|14.15\|1042149;2026-08-12\|14.29\|0.56\|14.30\|14.48\|14.19\|619466;2026-08-13\|13.73\|-3.92\|14.45\|14.48\|13.72\|1015841;2026-08-14\|14.60\|6.34\|13.95\|14.65\|13.76\|1766817;2026-08-17\|14.07\|-3.63\|14.60\|14.60\|13.91\|1529000;2026-08-18\|14.26\|1.35\|14.07\|14.28\|13.85\|819680;2026-08-19\|13.90\|-2.52\|14.06\|14.15\|13.79\|766596;2026-08-20\|13.84\|-0.43\|14.00\|14.21\|13.74\|773103;2026-08-21\|13.82\|-0.14\|13.71\|13.89\|13.51\|602286;2026-08-24\|13.79\|-0.22\|13.90\|13.92\|13.55\|481419;2026-08-25\|14.06\|1.96\|13.69\|14.10\|13.66\|785208;2026-08-26\|13.95\|-0.78\|14.12\|14.17\|13.92\|532397;2026-08-27\|13.92\|-0.22\|13.98\|13.99\|13.67\|671950;2026-08-28\|13.97\|0.36\|14.06\|14.35\|13.92\|933763;2026-08-31\|14.14\|1.22\|13.89\|14.21\|13.80\|801801;2026-09-01\|13.85\|-2.05\|14.16\|14.35\|13.83\|892984;2026-09-02\|14.03\|1.30\|13.96\|14.54\|13.87\|1595777;2026-09-03\|14.57\|3.85\|14.03\|14.68\|13.95\|1796700;2026-09-04\|15.73\|7.96\|14.62\|16.00\|14.59\|3010780;2026-09-07\|16.16\|2.73\|15.66\|16.58\|15.65\|2522784;2026-09-08\|16.13\|-0.19\|16.15\|16.42\|16.02\|1214875;2026-09-09\|15.78\|-2.17\|16.10\|16.15\|15.73\|1082099;2026-09-10\|15.56\|-1.39\|15.80\|15.81\|15.50\|779950;2026-09-11\|15.56\|0.00\|15.47\|15.71\|15.35\|916792;2026-09-14\|15.06\|-3.21\|15.55\|15.58\|14.93\|828341;2026-09-15\|14.93\|-0.86\|15.21\|15.25\|14.91\|549134;2026-09-16\|14.63\|-2.01\|14.92\|14.96\|14.56\|852786;2026-09-17\|14.54\|-0.62\|14.54\|14.78\|14.42\|544267;2026-09-18\|14.69\|1.03\|14.58\|14.87\|14.40\|1264739;2026-09-21\|14.61\|-0.54\|14.76\|14.78\|14.26\|830141;2026-09-22\|14.62\|0.07\|14.61\|14.75\|14.43\|947577;2026-09-23\|14.34\|-1.92\|14.58\|14.60\|14.25\|902770;2026-09-24\|14.23\|-0.21\|14.21\|14.37\|14.10\|557149;2026-09-28\|13.87\|-2.53\|14.37\|14.41\|13.77\|664489;2026-09-29\|13.88\|0.07\|13.77\|14.03\|13.76\|513476;2026-09-30\|13.80\|-0.58\|14.03\|14.07\|13.78\|433689;2026-10-08\|13.30\|-3.62\|13.86\|14.01\|13.25\|634964;2026-10-09\|13.64\|2.56\|13.25\|13.79\|13.11\|846202;2026-10-12\|13.46\|-1.32\|13.60\|13.60\|13.34\|481527;2026-10-13\|13.06\|-2.97\|13.30\|13.37\|13.00\|695467;2026-10-14\|12.84\|-1.68\|13.06\|13.15\|12.72\|827272;2026-10-15\|12.65\|-1.48\|12.55\|13.03\|12.45\|966453;2026-10-16\|12.27\|-3.00\|12.86\|12.89\|12.12\|1119607;2026-10-19\|12.44\|1.39\|12.10\|12.57\|12.03\|744179;2026-10-20\|12.17\|-2.17\|12.42\|12.52\|12.02\|676030;2026-10-21\|11.41\|-6.24\|12.15\|12.26\|11.23\|1749645;2026-10-22\|11.10\|-2.72\|11.32\|11.44\|10.98\|1114524;2026-10-23\|11.48\|3.42\|10.98\|11.51\|10.77\|1165829;2026-10-26\|11.69\|1.83\|11.41\|11.74\|11.26\|793874;2026-10-27\|11.31\|-3.25\|11.69\|11.76\|11.31\|606440;2026-10-28\|11.50\|1.68\|11.32\|11.58\|11.32\|535267;2026-10-29\|11.79\|2.52\|11.68\|11.96\|11.55\|1106067;2026-10-30\|11.52\|-2.29\|11.60\|11.91\|11.35\|723775;2026-11-02\|12.42\|7.81\|11.72\|12.50\|11.64\|1443457;2026-11-03\|12.85\|3.46\|12.50\|12.98\|12.39\|1720320;2026-11-04\|12.87\|0.16\|12.80\|13.10\|12.49\|1371695;2026-11-05\|13.09\|1.71\|12.90\|13.37\|12.87\|1094371;2026-11-06\|12.85\|-1.83\|12.79\|13.26\|12.68\|829357
126280	光通信龙头Lumentum业绩超预期	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328;2026-09-09\|34.12\|4.95\|33.40\|34.39\|33.21\|2644969;2026-09-10\|33.30\|-2.40\|33.70\|33.90\|33.24\|1278551;2026-09-11\|34.49\|3.57\|32.66\|34.56\|32.66\|2655209;2026-09-14\|33.90\|-1.71\|33.84\|34.78\|32.82\|1830675;2026-09-15\|34.53\|1.86\|33.39\|35.18\|33.22\|2348914;2026-09-16\|35.19\|1.91\|34.50\|35.66\|34.28\|2554451;2026-09-17\|36.39\|3.41\|34.90\|36.47\|34.90\|3098079;2026-09-18\|35.98\|-1.13\|36.90\|36.90\|35.32\|2925119;2026-09-21\|36.95\|2.70\|36.10\|37.25\|36.10\|2367453;2026-09-22\|36.88\|-0.19\|37.54\|38.48\|36.50\|2858417;2026-09-23\|35.78\|-2.98\|36.60\|36.78\|35.54\|1703814;2026-09-24\|34.80\|-2.74\|35.70\|36.07\|34.79\|1202576;2026-09-28\|31.32\|-10.00\|34.50\|34.55\|31.32\|2353132;2026-09-29\|31.33\|0.03\|30.76\|31.52\|30.69\|1124262;2026-09-30\|31.13\|-0.64\|31.70\|31.85\|31.00\|850138;2026-10-08\|30.49\|-2.06\|31.21\|31.78\|30.31\|965425;2026-10-09\|30.09\|-1.31\|30.00\|30.34\|28.48\|1490512;2026-10-12\|28.56\|-5.08\|30.10\|30.10\|28.51\|1029294;2026-10-13\|28.72\|0.56\|27.50\|29.18\|27.45\|1080264;2026-10-14\|27.67\|-3.66\|28.40\|29.05\|27.66\|806437;2026-10-15\|26.41\|-4.55\|26.50\|27.05\|26.16\|1127804;2026-10-16\|26.62\|0.80\|27.00\|27.27\|26.33\|1050673;2026-10-19\|28.06\|5.41\|26.66\|28.35\|26.51\|1650508;2026-10-20\|28.24\|0.64\|27.60\|28.69\|27.50\|1427488;2026-10-21\|28.30\|0.21\|28.38\|29.00\|28.21\|1037304;2026-10-22\|27.61\|-2.44\|28.30\|28.43\|27.34\|986178;2026-10-23\|27.93\|1.16\|27.18\|28.10\|26.01\|1331629;2026-10-26\|26.66\|-4.55\|27.49\|27.57\|26.56\|891075;2026-10-27\|25.85\|-3.04\|27.08\|27.23\|25.85\|755954;2026-10-28\|26.65\|3.09\|26.17\|26.83\|25.93\|1018432;2026-10-29\|25.17\|-5.55\|26.39\|26.50\|25.15\|1009555;2026-10-30\|23.17\|-7.95\|24.08\|24.64\|23.16\|1699780;2026-11-02\|23.72\|2.37\|23.75\|24.23\|23.09\|1242145;2026-11-03\|22.48\|-5.23\|23.50\|23.70\|22.36\|1257145;2026-11-04\|24.05\|6.98\|22.70\|24.20\|21.99\|1888565;2026-11-05\|24.22\|0.71\|23.49\|24.97\|23.40\|1618330;2026-11-06\|23.15\|-4.42\|22.80\|23.63\|22.70\|1166213
126279			公司主要产品为减震零部件产品，用于消除来自汽车动力总成、路面及空气的振动和噪声，提升汽车行驶过程中的平顺性及舒适性，客户包括特斯拉、比亚迪、极氪、理想、蔚来、小鹏、小米等	2026-06-29\|40.31\|0.67\|39.74\|41.44\|39.00\|44892;2026-06-30\|41.01\|1.74\|39.76\|41.39\|39.12\|39875;2026-07-01\|41.60\|1.44\|41.51\|42.50\|39.17\|45084;2026-07-02\|43.09\|3.58\|41.20\|44.97\|39.85\|58245;2026-07-03\|42.09\|-2.32\|42.66\|43.79\|40.80\|42095;2026-07-06\|39.68\|-5.73\|43.12\|43.88\|39.05\|57331;2026-07-07\|41.86\|5.49\|40.00\|41.86\|38.88\|51790;2026-07-08\|40.04\|-4.35\|41.86\|42.37\|40.02\|37748;2026-07-09\|41.41\|3.42\|39.42\|41.75\|38.90\|29727;2026-07-10\|41.38\|-0.07\|41.41\|43.88\|41.00\|43959;2026-07-13\|39.70\|-4.06\|41.00\|42.35\|39.60\|32638;2026-07-14\|41.03\|3.35\|38.00\|41.87\|38.00\|34424;2026-07-15\|40.28\|-1.83\|41.03\|42.82\|40.01\|34114;2026-07-16\|39.06\|-3.03\|40.00\|40.77\|38.99\|21996;2026-07-17\|37.32\|-4.45\|38.96\|39.76\|37.15\|30972;2026-07-20\|34.18\|-8.41\|38.39\|39.68\|30.70\|55068;2026-07-21\|33.12\|-3.10\|34.80\|35.67\|28.88\|69544;2026-07-22\|34.14\|3.08\|33.00\|34.23\|32.30\|46555;2026-07-23\|33.38\|-2.23\|33.51\|34.63\|32.44\|32914;2026-07-24\|34.52\|3.42\|33.02\|36.35\|31.83\|50149;2026-07-27\|34.15\|-1.07\|34.50\|35.12\|32.67\|36386;2026-07-28\|33.75\|-1.17\|34.14\|35.49\|33.33\|26440;2026-07-29\|31.91\|-5.45\|33.75\|33.92\|30.08\|46843;2026-07-30\|29.59\|-7.27\|31.92\|32.70\|28.40\|49843;2026-07-31\|29.30\|-0.98\|30.30\|31.18\|28.78\|37623;2026-08-03\|31.41\|7.20\|29.60\|31.76\|29.30\|66009;2026-08-04\|32.75\|4.27\|32.04\|33.17\|31.31\|41565;2026-08-05\|34.15\|4.27\|32.98\|35.05\|32.78\|45567;2026-08-06\|33.67\|-1.41\|33.86\|34.09\|32.30\|34471;2026-08-07\|34.51\|2.49\|33.34\|35.00\|32.76\|31106;2026-08-10\|35.15\|1.85\|34.63\|35.19\|33.26\|20236;2026-08-11\|36.08\|2.65\|35.03\|37.27\|34.60\|33037;2026-08-12\|35.80\|-0.78\|36.03\|36.45\|35.30\|17378;2026-08-13\|35.64\|-0.45\|36.08\|36.39\|35.15\|18455;2026-08-14\|39.18\|9.93\|35.35\|39.18\|35.33\|43733;2026-08-17\|39.73\|1.40\|39.18\|40.00\|37.06\|35868;2026-08-18\|43.29\|8.96\|40.00\|43.60\|39.64\|42980;2026-08-19\|41.82\|-3.40\|43.58\|43.61\|41.30\|33019;2026-08-20\|42.54\|1.72\|42.49\|42.67\|41.31\|23443;2026-08-21\|43.43\|2.09\|42.54\|43.43\|40.80\|28939;2026-08-24\|41.82\|-3.71\|43.43\|43.55\|41.26\|30938;2026-08-25\|43.69\|4.47\|41.82\|44.00\|40.56\|32699;2026-08-26\|44.18\|1.12\|43.90\|44.50\|43.24\|22127;2026-08-27\|45.61\|3.24\|44.00\|45.90\|43.30\|26498;2026-08-28\|45.26\|-0.77\|45.68\|46.29\|44.42\|21571;2026-08-31\|45.18\|-0.18\|45.00\|45.66\|43.81\|14693;2026-09-01\|45.83\|1.44\|45.20\|46.50\|44.18\|20056;2026-09-02\|43.31\|-5.50\|45.82\|45.82\|43.00\|24602;2026-09-03\|44.10\|1.82\|43.28\|44.95\|42.02\|27888;2026-09-04\|43.94\|-0.36\|44.40\|44.80\|43.43\|15451;2026-09-07\|44.86\|2.09\|44.00\|44.99\|43.68\|20373;2026-09-08\|43.30\|-3.48\|44.86\|44.87\|43.06\|18292;2026-09-09\|44.78\|3.42\|43.30\|44.88\|43.01\|22927;2026-09-10\|43.66\|-2.50\|44.59\|44.99\|43.20\|17592;2026-09-11\|42.57\|-2.50\|43.41\|43.41\|41.11\|19275;2026-09-14\|43.89\|3.10\|42.29\|44.44\|42.01\|15601;2026-09-15\|42.97\|-2.10\|43.89\|44.23\|42.90\|9649;2026-09-16\|44.08\|2.58\|43.24\|44.44\|42.66\|13817;2026-09-17\|44.28\|0.45\|43.77\|45.44\|43.51\|14453;2026-09-18\|50.91\|14.97\|44.83\|52.00\|44.61\|45259;2026-09-21\|51.00\|0.18\|51.28\|53.88\|47.85\|80427;2026-09-22\|50.48\|-1.02\|51.33\|52.78\|49.79\|50652;2026-09-23\|49.75\|-1.45\|50.48\|50.49\|49.18\|30083;2026-09-24\|47.47\|-4.58\|49.75\|50.05\|47.26\|32348;2026-09-28\|45.29\|-4.59\|47.99\|47.99\|42.19\|47395;2026-09-29\|45.16\|-0.29\|44.99\|46.49\|44.54\|20952;2026-09-30\|44.80\|-0.80\|45.21\|46.31\|44.50\|17940;2026-10-08\|42.45\|-5.25\|44.80\|45.00\|41.31\|20562;2026-10-09\|43.15\|1.65\|42.92\|43.33\|41.10\|19268;2026-10-12\|41.82\|-3.08\|43.15\|43.68\|41.80\|13612;2026-10-13\|45.08\|7.80\|41.15\|45.50\|40.69\|28402;2026-10-14\|43.63\|-3.22\|45.01\|45.88\|43.63\|16818;2026-10-15\|40.50\|-7.17\|42.36\|43.09\|40.24\|26064;2026-10-16\|39.82\|-1.68\|40.86\|41.40\|39.10\|15512;2026-10-19\|42.37\|6.40\|39.06\|42.90\|39.03\|29912;2026-10-20\|44.74\|5.59\|42.39\|45.59\|42.04\|32712;2026-10-21\|45.52\|1.74\|44.68\|46.60\|44.32\|33021;2026-10-22\|44.17\|-2.97\|46.90\|46.90\|43.56\|30394;2026-10-23\|46.42\|5.09\|43.20\|47.22\|40.01\|42961;2026-10-26\|44.00\|-5.21\|45.99\|46.03\|43.63\|27937;2026-10-27\|42.01\|-4.52\|43.68\|44.40\|40.94\|28032;2026-10-28\|43.62\|3.83\|42.04\|43.96\|40.55\|27051;2026-10-29\|42.30\|-3.03\|43.19\|43.51\|40.89\|30374;2026-10-30\|42.62\|0.76\|41.02\|43.49\|40.23\|30913;2026-11-02\|41.53\|-2.56\|42.10\|42.50\|40.60\|17596;2026-11-03\|41.49\|-0.10\|42.50\|42.98\|41.05\|21232;2026-11-04\|44.88\|8.17\|41.81\|45.12\|40.43\|57943;2026-11-05\|42.38\|-5.57\|44.13\|44.43\|38.50\|53866;2026-11-06\|40.08\|-5.43\|39.95\|41.99\|39.71\|28885
126278	光通信龙头Lumentum业绩超预期	光芯片+专网通信+电磁线+收购完成 1、据2026年3月20日互动易，铱加科技核心技术有：包括光芯片在内的光模块技术研发和生产制造能力，工业通信系列产品及部分电源类产品的技术研发和生产制造能力等等；据2026年6月8日互动易，公司仅通过子公司中兴系统持有铱加科技7％股权，本公司合并范围内不存在光芯片和光模块业务。 2、据2026年7月31日公告，公司收购参股子公司诺思天津微系统有限责任公司部分股权事项已完成工商变更，目前公司通过直接及间接持股合计持有诺思微28.6961%的股权。 3、据2026年5月20日业绩说明会，公司已完成对中兴系统技术有限公司100%股权的收购，正式进入专网通信领域，其原股东承诺2025至2027年累计净利润不低于2.15亿元。 4、据2026年4月29日年报，公司电磁线业务2025年度保持增长；公司主营业务为液晶显示和触控显示模组、电磁线的研发、生产和销售。	子公司中兴系统参股的铱加科技聚焦光芯片及高中低速光模块研发制造，已入选深圳市科创局1.6T光芯片重大专项，其光模块产品已在轨道交通、数据中心智算等领域应用	2026-06-29\|10.71\|-1.83\|10.77\|11.19\|10.50\|776048;2026-06-30\|11.33\|5.79\|10.61\|11.45\|10.43\|862660;2026-07-01\|11.15\|-1.59\|11.23\|11.68\|11.05\|694252;2026-07-02\|10.73\|-3.77\|10.80\|11.20\|10.61\|514918;2026-07-03\|10.26\|-4.38\|10.90\|10.91\|9.83\|595750;2026-07-06\|9.83\|-4.19\|10.19\|10.32\|9.70\|401570;2026-07-07\|9.25\|-5.90\|9.71\|9.82\|9.09\|365014;2026-07-08\|8.33\|-9.95\|9.28\|9.39\|8.29\|579147;2026-07-09\|8.23\|-1.20\|8.34\|8.59\|8.04\|472214;2026-07-10\|7.93\|-3.65\|8.15\|8.52\|7.93\|581443;2026-07-13\|7.36\|-7.19\|7.78\|7.85\|7.30\|499027;2026-07-14\|7.36\|0.00\|7.38\|7.46\|7.11\|354610;2026-07-15\|7.46\|1.36\|7.42\|7.58\|7.12\|426726;2026-07-16\|7.36\|-1.34\|7.33\|7.55\|7.26\|384291;2026-07-17\|6.61\|-10.19\|7.30\|7.33\|6.60\|516009;2026-07-20\|6.08\|-8.02\|6.67\|6.77\|5.99\|416691;2026-07-21\|6.25\|2.80\|6.17\|6.25\|5.67\|417239;2026-07-22\|6.11\|-2.24\|6.16\|6.37\|6.08\|250477;2026-07-23\|6.20\|1.47\|6.14\|6.24\|6.02\|221681;2026-07-24\|6.02\|-2.90\|6.10\|6.22\|6.00\|180686;2026-07-27\|6.38\|5.98\|5.98\|6.38\|5.97\|291102;2026-07-28\|6.26\|-1.88\|6.34\|6.44\|6.21\|222256;2026-07-29\|6.40\|2.24\|6.27\|6.40\|6.12\|297019;2026-07-30\|6.09\|-4.84\|6.35\|6.41\|6.01\|304231;2026-07-31\|6.30\|3.45\|6.29\|6.42\|6.23\|343485;2026-08-03\|6.47\|2.70\|6.39\|6.47\|6.25\|299199;2026-08-04\|6.58\|1.70\|6.52\|6.62\|6.45\|225952;2026-08-05\|6.72\|2.13\|6.51\|6.78\|6.51\|285058;2026-08-06\|6.82\|1.49\|6.66\|6.83\|6.63\|250122;2026-08-07\|6.79\|-0.44\|6.83\|6.87\|6.60\|231231;2026-08-10\|6.88\|1.33\|6.79\|6.98\|6.60\|286481;2026-08-11\|6.88\|0.00\|6.83\|6.95\|6.74\|199713;2026-08-12\|7.08\|2.91\|6.84\|7.23\|6.84\|285875;2026-08-13\|7.72\|9.04\|7.15\|7.97\|7.03\|638535;2026-08-14\|9.26\|19.95\|7.75\|9.26\|7.70\|1080726;2026-08-17\|9.55\|3.13\|8.73\|9.70\|8.61\|1203022;2026-08-18\|9.16\|-4.08\|9.35\|9.63\|8.84\|834865;2026-08-19\|8.70\|-5.02\|8.90\|9.21\|8.58\|618300;2026-08-20\|9.00\|3.45\|8.87\|9.06\|8.41\|540404;2026-08-21\|9.00\|0.00\|9.20\|9.26\|8.80\|535988;2026-08-24\|8.91\|-1.00\|8.92\|9.12\|8.65\|490379;2026-08-25\|9.11\|2.24\|8.89\|9.23\|8.75\|555368;2026-08-26\|9.30\|2.09\|9.07\|9.69\|9.04\|770600;2026-08-27\|9.56\|2.80\|9.29\|9.63\|9.02\|656337;2026-08-28\|9.43\|-1.36\|9.59\|9.74\|9.08\|703630;2026-08-31\|7.98\|-15.38\|9.01\|9.05\|7.96\|983593;2026-09-01\|8.02\|0.50\|8.00\|8.26\|7.87\|608382;2026-09-02\|7.79\|-2.87\|7.77\|7.94\|7.66\|383267;2026-09-03\|7.54\|-3.21\|7.82\|7.82\|7.44\|337274;2026-09-04\|7.36\|-2.39\|7.63\|7.65\|7.30\|276063;2026-09-07\|7.52\|2.17\|7.36\|7.63\|7.34\|251206;2026-09-08\|7.31\|-2.79\|7.45\|7.50\|7.27\|231588;2026-09-09\|7.27\|-0.55\|7.31\|7.46\|7.23\|207885;2026-09-10\|7.18\|-1.24\|7.20\|7.29\|7.10\|171313;2026-09-11\|7.08\|-1.39\|7.11\|7.18\|6.89\|201416;2026-09-14\|7.13\|0.71\|7.03\|7.21\|6.99\|156787;2026-09-15\|6.95\|-2.52\|7.09\|7.16\|6.93\|158550;2026-09-16\|7.08\|1.87\|6.96\|7.13\|6.88\|169564;2026-09-17\|7.10\|0.28\|7.03\|7.14\|6.98\|170476;2026-09-18\|7.68\|8.17\|7.16\|7.75\|7.12\|541014;2026-09-21\|7.43\|-3.26\|7.65\|7.65\|7.33\|473069;2026-09-22\|7.53\|1.35\|7.42\|7.89\|7.36\|554113;2026-09-23\|7.38\|-1.99\|7.60\|7.60\|7.33\|271078;2026-09-24\|7.20\|-2.44\|7.38\|7.47\|7.18\|200695;2026-09-28\|7.21\|0.14\|7.23\|7.39\|7.02\|302485;2026-09-29\|7.57\|4.99\|7.12\|7.70\|7.08\|435070;2026-09-30\|7.17\|-5.28\|7.60\|7.62\|7.10\|382935;2026-10-08\|7.32\|2.09\|7.16\|7.57\|7.15\|317685;2026-10-09\|7.31\|-0.14\|7.32\|7.35\|6.91\|330939;2026-10-12\|7.06\|-3.42\|7.27\|7.30\|7.03\|191254;2026-10-13\|7.17\|1.56\|6.99\|7.25\|6.72\|246176;2026-10-14\|7.25\|1.12\|7.16\|7.53\|7.11\|372045;2026-10-15\|7.26\|0.14\|7.00\|7.39\|6.92\|306634;2026-10-16\|7.68\|5.79\|7.40\|7.89\|7.36\|566152;2026-10-19\|7.78\|1.30\|7.53\|7.89\|7.48\|430832;2026-10-20\|7.85\|0.90\|7.68\|7.85\|7.57\|285885;2026-10-21\|8.55\|8.92\|7.99\|8.65\|7.61\|646002;2026-10-22\|8.42\|-1.52\|8.45\|8.91\|8.36\|685169;2026-10-23\|8.35\|-0.83\|8.38\|8.42\|7.88\|550518;2026-10-26\|8.00\|-4.19\|8.24\|8.38\|8.00\|289591;2026-10-27\|7.90\|-1.25\|8.08\|8.27\|7.90\|296947;2026-10-28\|8.16\|3.29\|7.91\|8.27\|7.86\|278821;2026-10-29\|7.75\|-5.02\|8.10\|8.11\|7.74\|227995;2026-10-30\|7.03\|-9.29\|7.56\|7.73\|7.00\|405357;2026-11-02\|7.84\|11.52\|7.03\|8.14\|6.94\|464712;2026-11-03\|7.56\|-3.57\|7.82\|7.96\|7.55\|276699;2026-11-04\|8.05\|6.48\|7.71\|8.19\|7.40\|336113;2026-11-05\|8.94\|11.06\|7.99\|8.98\|7.97\|515224;2026-11-06\|8.20\|-8.28\|8.66\|8.72\|8.14\|550174
126277	光通信龙头Lumentum业绩超预期	硅光+半导体+金刚石+轨交减振降噪 1、据2026年6月11日公告，公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，晶禧半导体成为公司全资子公司并纳入合并报表范围。晶禧半导体聚焦高精度激光隐切技术在硅光芯片制造中的关键应用，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线。 2、据2026年3月28日公告，公司拟与通用半导体合资设立公司，在北京建设“晶圆级金刚石半导体基板产业基地”，开展第四代半导体材料金刚石的研发、制造及产业化应用，布局契合国家战略的蓝海市场。 3、据2025年年度报告及2026年5月18日互动易，公司主营轨道交通减振降噪，钢弹簧浮置板道床隔振技术打破外资垄断；同时深化声纹数字化监测战略，打造“光纤传感+声纹识别”的数字化监测闭环，构建覆盖“感知—传输—分析—决策”全链条的智能监测生态。	1、轨道交通减振降噪行业龙头；公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，依托其激光隐形切割技术向光纤及配套半导体器件加工领域延伸，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线； 2、公司成立通创九州金刚石提前布局契合国家战略的功能性金刚石蓝海市场	2026-06-29\|61.15\|-2.80\|62.21\|63.22\|58.00\|54110;2026-06-30\|64.06\|4.76\|61.00\|64.50\|59.62\|53101;2026-07-01\|65.01\|1.48\|65.27\|68.88\|63.31\|63350;2026-07-02\|61.62\|-5.21\|63.39\|66.98\|61.00\|52418;2026-07-03\|60.66\|-1.56\|61.62\|64.36\|60.20\|37516;2026-07-06\|61.46\|1.32\|60.73\|64.96\|60.50\|47266;2026-07-07\|56.98\|-7.29\|61.71\|61.99\|55.01\|65437;2026-07-08\|50.51\|-11.35\|56.90\|56.99\|50.49\|62030;2026-07-09\|52.36\|3.66\|51.52\|52.68\|48.50\|56296;2026-07-10\|52.13\|-0.44\|53.00\|55.24\|51.95\|47784;2026-07-13\|49.22\|-5.58\|50.98\|52.91\|49.17\|44155;2026-07-14\|52.22\|6.10\|49.13\|53.50\|48.70\|42902;2026-07-15\|55.98\|7.20\|52.98\|58.88\|51.48\|69551;2026-07-16\|52.99\|-5.34\|55.10\|57.44\|52.58\|44369;2026-07-17\|47.22\|-10.89\|53.58\|53.58\|47.06\|50757;2026-07-20\|44.80\|-5.12\|48.99\|49.94\|41.02\|54646;2026-07-21\|49.48\|10.45\|44.00\|49.55\|39.89\|52068;2026-07-22\|44.53\|-10.00\|48.54\|48.99\|44.50\|40756;2026-07-23\|50.20\|12.73\|44.78\|53.00\|42.12\|58015;2026-07-24\|48.28\|-3.82\|49.19\|50.20\|47.68\|31776;2026-07-27\|50.83\|5.28\|47.80\|52.00\|47.72\|38127;2026-07-28\|49.19\|-3.23\|50.00\|52.50\|48.00\|33750;2026-07-29\|52.54\|6.81\|50.94\|54.50\|47.97\|47708;2026-07-30\|49.00\|-6.74\|51.94\|52.75\|48.28\|37056;2026-07-31\|51.00\|4.08\|52.99\|57.82\|50.08\|55269;2026-08-03\|46.72\|-8.39\|51.05\|51.89\|46.68\|48052;2026-08-04\|51.89\|11.07\|47.00\|53.19\|47.00\|66105;2026-08-05\|54.00\|4.07\|50.00\|55.45\|50.00\|54761;2026-08-06\|54.97\|1.80\|53.00\|56.70\|52.13\|59622;2026-08-07\|61.78\|12.39\|54.97\|62.09\|53.56\|82289;2026-08-10\|62.50\|1.17\|61.78\|64.44\|60.15\|65281;2026-08-11\|64.50\|3.20\|61.99\|65.62\|58.00\|65372;2026-08-12\|66.01\|2.34\|62.76\|68.49\|62.76\|64637;2026-08-13\|60.08\|-8.98\|65.78\|66.10\|59.66\|101272;2026-08-14\|72.10\|20.01\|60.70\|72.10\|60.13\|184153;2026-08-17\|80.12\|11.12\|71.20\|80.50\|71.20\|148316;2026-08-18\|89.99\|12.32\|82.00\|92.88\|81.72\|145682;2026-08-19\|86.00\|-4.43\|87.40\|89.88\|83.98\|161437;2026-08-20\|84.59\|-1.64\|86.48\|88.51\|82.10\|92617;2026-08-21\|83.12\|-1.74\|82.96\|85.00\|81.50\|58556;2026-08-24\|81.35\|-2.13\|84.54\|86.00\|78.67\|63784;2026-08-25\|85.65\|5.29\|80.85\|88.39\|78.50\|78825;2026-08-26\|87.15\|1.75\|86.38\|88.25\|82.23\|63846;2026-08-27\|89.76\|2.99\|87.60\|89.78\|85.10\|54867;2026-08-28\|83.00\|-7.53\|88.87\|89.65\|82.91\|76004;2026-08-31\|88.90\|7.11\|83.00\|96.60\|81.17\|87016;2026-09-01\|90.09\|1.34\|88.53\|91.20\|86.70\|64451;2026-09-02\|88.60\|-1.65\|91.88\|92.61\|85.00\|59322;2026-09-03\|99.83\|12.67\|89.69\|100.95\|89.00\|107293;2026-09-04\|95.47\|-4.37\|100.00\|102.00\|94.02\|84699;2026-09-07\|101.45\|6.26\|96.00\|102.63\|93.29\|83774;2026-09-08\|97.00\|-4.39\|103.00\|104.00\|94.01\|80570;2026-09-09\|97.31\|0.32\|97.00\|104.98\|96.08\|72282;2026-09-10\|97.74\|0.44\|97.10\|100.20\|94.00\|50038;2026-09-11\|94.98\|-2.82\|96.20\|99.99\|93.02\|74209;2026-09-14\|98.39\|3.59\|94.00\|100.95\|90.51\|64151;2026-09-15\|104.20\|5.91\|98.19\|104.50\|95.29\|66205;2026-09-16\|105.44\|1.19\|105.00\|111.68\|104.00\|87848;2026-09-17\|108.50\|2.90\|104.83\|112.98\|104.83\|83744;2026-09-18\|113.00\|4.15\|110.76\|113.00\|105.89\|87422;2026-09-21\|114.59\|1.41\|112.99\|116.00\|108.01\|67583;2026-09-22\|120.50\|5.16\|114.98\|121.56\|112.20\|86579;2026-09-23\|128.02\|6.24\|120.00\|129.80\|117.99\|84871;2026-09-24\|119.94\|-6.31\|127.99\|127.99\|119.22\|78206;2026-09-28\|105.40\|-12.12\|121.00\|121.00\|104.53\|98365;2026-09-29\|105.08\|-0.30\|106.00\|107.25\|104.00\|50305;2026-09-30\|101.44\|-3.46\|106.25\|107.00\|101.00\|63569;2026-10-08\|104.00\|2.52\|103.66\|108.70\|103.27\|67739;2026-10-09\|100.00\|-3.85\|105.57\|105.57\|94.04\|64893;2026-10-12\|96.87\|-3.13\|102.00\|102.85\|96.55\|36953;2026-10-13\|96.00\|-0.90\|94.40\|97.19\|86.68\|76069;2026-10-14\|94.28\|-1.79\|97.92\|99.70\|94.02\|42812;2026-10-15\|86.25\|-8.52\|90.00\|92.00\|85.50\|72033;2026-10-16\|84.08\|-2.52\|88.79\|89.33\|83.00\|50552;2026-10-19\|84.78\|0.83\|85.14\|85.88\|77.66\|56892;2026-10-20\|86.21\|1.69\|84.00\|88.87\|82.22\|54664;2026-10-21\|89.41\|3.71\|89.06\|91.95\|87.50\|55053;2026-10-22\|81.81\|-8.50\|89.55\|91.25\|81.41\|45480;2026-10-23\|81.31\|-0.61\|79.63\|82.86\|74.00\|67293;2026-10-26\|78.80\|-3.09\|81.34\|83.39\|78.00\|40167;2026-10-27\|78.00\|-1.02\|81.00\|84.84\|78.00\|74894;2026-10-28\|85.31\|9.37\|79.44\|87.58\|79.02\|69248;2026-10-29\|83.20\|-2.47\|86.00\|89.67\|82.90\|59382;2026-10-30\|77.08\|-7.36\|79.17\|85.23\|75.00\|65243;2026-11-02\|82.78\|7.39\|78.60\|86.59\|78.60\|71290;2026-11-03\|76.01\|-8.18\|82.78\|83.50\|75.71\|65373;2026-11-04\|76.57\|0.74\|78.50\|78.50\|65.00\|122475;2026-11-05\|77.14\|0.74\|72.99\|83.00\|72.00\|74711;2026-11-06\|71.23\|-7.66\|70.72\|73.61\|66.20\|69727
126276	光通信龙头Lumentum业绩超预期	光纤光缆+硅光芯片+CPO+海洋通信行业原因： 1、美股光通信巨头Lumentum及Coherent最新财报显示AI数据中心光互联需求爆发，Coherent季度营收创20.5亿美元历史新高，下季指引全面超预期。 2、中国银河证券8月13日研报指出，伴随下半年800G/1.6T批量出货，硅光方案出货占比提升，光通信板块盈利能力有望边际改善。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司面向算力中心应用场景，正在布局面向下一代的高速光互联产品；公司参股熹联光芯从事硅光芯片设计，并与长光华芯等共同发起设立星钥光子，旨在建设中国专业硅光集成芯片量产工厂，围绕公司硅光及CPO布局提供协同作用。 2、据2026年5月18日投资者关系活动记录表，AI数据中心业务是公司目前最核心的战略方向之一，公司光纤光缆产品已大批量应用于国内外数据中心，专为数据中心开发的高密度MPO光缆组件等产品已广泛应用于大型数据中心；公司计划对内蒙古基地光棒产能在内蒙古一期的基础上提升1.5倍。 3、据2026年5月18日投资者关系活动记录表，公司拥有海底光缆、海底接驳盒、中继器等全产业链，是全球前四具备跨洋洲际海底光缆通信网络综合解决方案能力的唯一中国企业，截至2025年末，全球海底光缆签约交付里程数累计突破130,000公里。	公司收购J-Fiber，部署特种光纤和数据中心多模光纤产能。公司空芯光纤也在2025年供应链博览会和联通合作伙伴大会展出，性能达到业内领先水平	2026-06-29\|108.04\|-2.26\|108.92\|112.12\|102.00\|1488825;2026-06-30\|109.34\|1.20\|112.00\|113.44\|107.80\|1268723;2026-07-01\|101.93\|-6.78\|107.61\|109.55\|100.00\|1733516;2026-07-02\|93.84\|-7.94\|96.80\|98.90\|91.93\|1535850;2026-07-03\|89.42\|-4.71\|93.00\|95.00\|89.22\|1726393;2026-07-06\|84.60\|-5.39\|91.50\|92.63\|82.61\|1987758;2026-07-07\|80.89\|-4.39\|84.60\|85.24\|78.55\|1703514;2026-07-08\|76.96\|-4.86\|81.78\|82.50\|76.70\|1616934;2026-07-09\|80.06\|4.03\|78.18\|80.58\|74.00\|2381972;2026-07-10\|77.79\|-2.84\|80.80\|86.39\|77.39\|2593148;2026-07-13\|70.01\|-10.00\|75.08\|76.33\|70.01\|1601055;2026-07-14\|74.38\|6.24\|69.00\|74.39\|68.20\|2224591;2026-07-15\|71.05\|-4.48\|75.88\|77.00\|70.40\|2149138;2026-07-16\|64.85\|-8.73\|68.50\|69.82\|63.95\|2056427;2026-07-17\|58.39\|-9.96\|64.08\|65.20\|58.37\|2065262;2026-07-20\|56.56\|-3.13\|60.39\|60.89\|54.52\|2331697;2026-07-21\|59.96\|6.01\|57.00\|60.26\|50.90\|3358819;2026-07-22\|55.12\|-8.07\|57.61\|59.38\|55.05\|2614739;2026-07-23\|55.67\|1.00\|56.11\|58.18\|55.00\|1837467;2026-07-24\|52.43\|-5.82\|55.00\|55.66\|52.30\|1443955;2026-07-27\|55.55\|5.95\|52.87\|55.83\|51.32\|1561179;2026-07-28\|50.01\|-9.97\|53.40\|54.72\|50.00\|1702444;2026-07-29\|49.75\|-0.52\|50.01\|51.00\|47.27\|1742944;2026-07-30\|47.20\|-5.13\|49.70\|50.50\|45.60\|1763015;2026-07-31\|47.61\|0.87\|50.50\|51.26\|47.58\|2169257;2026-08-03\|47.37\|-0.50\|47.33\|48.50\|46.33\|1534266;2026-08-04\|50.27\|6.12\|48.50\|50.86\|48.20\|2257544;2026-08-05\|54.41\|8.24\|48.15\|55.30\|48.08\|3476057;2026-08-06\|56.15\|3.20\|53.87\|57.18\|53.68\|2889339;2026-08-07\|59.52\|6.00\|56.10\|60.29\|55.80\|2819666;2026-08-10\|59.62\|0.17\|60.99\|61.75\|57.20\|2595991;2026-08-11\|57.62\|-3.35\|57.99\|59.27\|56.36\|1916264;2026-08-12\|59.30\|2.92\|58.23\|59.88\|57.15\|1761704;2026-08-13\|57.25\|-3.46\|60.14\|60.80\|57.21\|2163527;2026-08-14\|62.98\|10.01\|58.10\|62.98\|57.25\|3182814;2026-08-17\|65.06\|3.30\|63.80\|65.50\|63.20\|2987652;2026-08-18\|65.41\|0.54\|65.07\|67.56\|64.53\|2596488;2026-08-19\|58.91\|-9.94\|62.01\|63.27\|58.87\|2307010;2026-08-20\|62.02\|5.28\|59.80\|62.37\|58.08\|1951341;2026-08-21\|62.18\|0.26\|60.89\|63.30\|59.48\|1662566;2026-08-24\|60.43\|-2.81\|62.20\|62.23\|59.30\|1481912;2026-08-25\|64.60\|6.90\|58.20\|66.37\|57.00\|2601434;2026-08-26\|64.83\|0.36\|64.70\|65.80\|63.50\|2110747;2026-08-27\|71.30\|9.98\|66.18\|71.31\|66.13\|2754809;2026-08-28\|68.70\|-3.65\|71.00\|72.21\|68.67\|2602271;2026-08-31\|67.38\|-1.92\|66.00\|68.20\|65.66\|1908892;2026-09-01\|67.34\|-0.06\|67.67\|69.00\|65.07\|1637168;2026-09-02\|66.90\|-0.65\|65.39\|68.77\|64.19\|1499953;2026-09-03\|65.29\|-2.41\|67.77\|67.96\|64.60\|1306763;2026-09-04\|62.22\|-4.70\|65.70\|66.49\|61.22\|1599421;2026-09-07\|64.00\|2.86\|62.99\|64.64\|62.22\|1406854;2026-09-08\|63.11\|-1.39\|63.90\|65.50\|62.66\|1506006;2026-09-09\|66.62\|5.56\|64.51\|67.50\|64.50\|2184008;2026-09-10\|63.91\|-4.07\|65.01\|65.68\|63.80\|1464000;2026-09-11\|65.24\|2.08\|62.00\|65.80\|61.80\|1700286;2026-09-14\|63.20\|-3.13\|63.01\|64.93\|62.22\|1120462;2026-09-15\|62.42\|-1.23\|61.90\|64.26\|61.88\|1129685;2026-09-16\|65.40\|4.77\|62.29\|66.20\|62.09\|1641751;2026-09-17\|68.49\|4.72\|65.40\|69.70\|65.39\|2338281;2026-09-18\|69.49\|1.46\|70.00\|70.94\|67.45\|2262780;2026-09-21\|71.75\|3.25\|71.68\|74.28\|71.18\|1821610;2026-09-22\|73.00\|1.74\|74.50\|76.35\|71.84\|2138435;2026-09-23\|69.94\|-4.19\|73.07\|73.50\|69.58\|1576300;2026-09-24\|67.38\|-3.66\|69.80\|70.38\|67.18\|1095351;2026-09-28\|60.64\|-10.00\|63.52\|64.00\|60.64\|1153015;2026-09-29\|57.11\|-5.82\|55.79\|58.12\|55.30\|2002724;2026-09-30\|54.86\|-3.94\|57.55\|57.88\|54.58\|1616790;2026-10-08\|52.70\|-3.94\|54.50\|55.49\|52.35\|1129991;2026-10-09\|52.95\|0.47\|51.88\|53.25\|49.63\|1435746;2026-10-12\|49.69\|-6.16\|52.00\|52.42\|49.67\|879860;2026-10-13\|49.83\|0.28\|47.60\|50.80\|47.50\|1106752;2026-10-14\|48.35\|-2.97\|49.33\|50.98\|48.28\|848565;2026-10-15\|45.50\|-5.89\|46.00\|46.81\|45.10\|1121314;2026-10-16\|45.68\|0.40\|46.50\|47.00\|45.20\|1023074;2026-10-19\|50.25\|10.00\|47.00\|50.25\|46.77\|2017087;2026-10-20\|52.07\|3.62\|50.00\|52.88\|50.00\|2125663;2026-10-21\|51.45\|-1.19\|52.07\|53.17\|51.11\|1381876;2026-10-22\|51.42\|-0.06\|51.45\|52.70\|50.03\|1626813;2026-10-23\|52.32\|1.75\|49.27\|52.63\|48.00\|1725183;2026-10-26\|48.06\|-8.14\|51.50\|51.51\|48.05\|1430153;2026-10-27\|46.53\|-3.18\|49.37\|49.60\|46.45\|1047911;2026-10-28\|48.47\|4.17\|47.93\|48.65\|46.47\|1330218;2026-10-29\|44.60\|-7.98\|47.66\|47.95\|44.55\|1367674;2026-10-30\|42.42\|-4.89\|42.35\|45.21\|42.26\|1257919;2026-11-02\|43.52\|2.59\|43.50\|44.80\|42.27\|1313065;2026-11-03\|40.45\|-7.05\|42.61\|43.62\|40.38\|1319757;2026-11-04\|43.52\|7.59\|40.51\|43.94\|38.81\|1915651;2026-11-05\|43.71\|0.44\|41.98\|45.29\|41.81\|1775645;2026-11-06\|40.90\|-6.43\|40.51\|42.13\|40.10\|1255502
126275	1-7月中国创新药BD交易总金额达1063亿美元	医药零售+医药流通+黑龙江国资行业原因：国金证券指出，药店行业持续出清，已进入存量“大鱼吃小鱼”阶段，龙头公司门店调整已进入尾声，可通过并购、加盟等不断提升市占率，且部分龙头公司同店表现回暖，叠加降本增效，基本面有望持续改善。公司原因： 1、公司是黑龙江省最大的医药商业公司，主营业务涵盖医药批发、医药零售及医药物流，旗下拥有直营门店及“人民同泰”等零售品牌，开展医药电商相关业务。 2、据2026年4月11日年报，公司持续推进DTP专业药房与院边店布局，强化药事服务能力，截至2026年一季报披露，零售板块收入同比增长13.99%，DTP业务拓展及线上线下渠道融合带动增长。 3、据2026年7月11日公告及2026年4月11日年报，公司控股股东为哈药集团股份有限公司，实控人为无实际控制人。	黑龙江省内最大的医药商业公司，哈药集团医疗商业上市平台	2026-06-29\|7.95\|2.45\|7.76\|7.99\|7.54\|82260;2026-06-30\|7.76\|-2.39\|7.88\|7.96\|7.67\|63488;2026-07-01\|8.04\|3.61\|7.70\|8.08\|7.65\|79044;2026-07-02\|8.13\|1.12\|7.99\|8.33\|7.98\|75964;2026-07-03\|8.40\|3.32\|8.10\|8.44\|8.10\|77212;2026-07-06\|8.33\|-0.83\|8.36\|8.47\|8.27\|63045;2026-07-07\|8.00\|-3.96\|8.23\|8.27\|7.98\|58515;2026-07-08\|8.03\|0.38\|8.00\|8.23\|7.89\|45411;2026-07-09\|7.97\|-0.75\|7.95\|8.15\|7.81\|53585;2026-07-10\|8.16\|2.38\|7.92\|8.25\|7.84\|71127;2026-07-13\|8.17\|0.12\|8.11\|8.26\|8.08\|67788;2026-07-14\|8.99\|10.04\|8.16\|8.99\|8.06\|115575;2026-07-15\|9.89\|10.01\|9.25\|9.89\|9.15\|245954;2026-07-16\|10.40\|5.16\|10.01\|10.87\|10.01\|645290;2026-07-17\|9.36\|-10.00\|9.60\|9.86\|9.36\|242547;2026-07-20\|8.75\|-6.52\|8.42\|9.09\|8.42\|461675;2026-07-21\|9.01\|2.97\|8.52\|9.03\|8.43\|341171;2026-07-22\|8.99\|-0.22\|8.61\|9.38\|8.61\|268435;2026-07-23\|9.04\|0.56\|8.98\|9.17\|8.73\|197638;2026-07-24\|8.52\|-5.75\|8.90\|8.97\|8.50\|177094;2026-07-27\|9.37\|9.98\|8.45\|9.37\|8.41\|120949;2026-07-28\|9.25\|-1.28\|9.45\|9.76\|9.19\|292578;2026-07-29\|9.05\|-2.16\|9.25\|9.39\|9.00\|212847;2026-07-30\|9.31\|2.87\|9.05\|9.35\|8.97\|304973;2026-07-31\|9.24\|-0.75\|8.90\|9.27\|8.79\|215716;2026-08-03\|9.31\|0.76\|9.18\|9.32\|9.12\|161960;2026-08-04\|9.63\|3.44\|9.50\|9.68\|9.33\|289928;2026-08-05\|9.41\|-2.28\|9.50\|9.54\|9.28\|261063;2026-08-06\|10.35\|9.99\|9.39\|10.35\|9.24\|281058;2026-08-07\|10.32\|-0.29\|10.30\|11.35\|10.09\|610272;2026-08-10\|10.54\|2.13\|10.27\|10.88\|10.27\|495347;2026-08-11\|10.74\|1.90\|10.20\|10.95\|10.18\|467524;2026-08-12\|10.69\|-0.47\|10.62\|10.99\|10.37\|370024;2026-08-13\|10.75\|0.56\|10.56\|11.55\|10.38\|425709;2026-08-14\|11.83\|10.05\|10.67\|11.83\|10.30\|509593;2026-08-17\|11.54\|-2.45\|12.34\|12.79\|10.98\|622806;2026-08-18\|11.90\|3.12\|11.27\|12.69\|11.27\|742449;2026-08-19\|10.71\|-10.00\|11.66\|11.80\|10.71\|385614;2026-08-20\|10.27\|-4.11\|10.32\|11.10\|10.06\|489487;2026-08-21\|9.62\|-6.33\|9.74\|10.05\|9.52\|382207;2026-08-24\|9.22\|-4.16\|9.62\|9.74\|9.15\|243224;2026-08-25\|10.14\|9.98\|9.20\|10.14\|9.10\|425537;2026-08-26\|10.18\|0.39\|10.16\|10.44\|10.01\|402657;2026-08-27\|10.58\|3.93\|10.13\|10.77\|10.13\|433764;2026-08-28\|10.31\|-2.55\|10.47\|10.52\|10.29\|248356;2026-08-31\|10.11\|-1.94\|10.16\|10.43\|9.98\|193423;2026-09-01\|10.47\|3.56\|10.05\|10.65\|10.00\|237857;2026-09-02\|10.23\|-2.29\|10.37\|10.53\|10.17\|144387;2026-09-03\|10.02\|-2.05\|10.21\|10.24\|9.91\|144110;2026-09-04\|10.08\|0.60\|10.02\|10.28\|9.91\|149214;2026-09-07\|10.14\|0.60\|10.10\|10.30\|10.03\|135504;2026-09-08\|10.32\|1.78\|10.15\|10.44\|10.01\|187793;2026-09-09\|9.96\|-3.49\|10.25\|10.27\|9.85\|170464;2026-09-10\|9.73\|-2.31\|9.85\|9.90\|9.69\|110830;2026-09-11\|9.43\|-3.08\|9.62\|9.70\|9.34\|136354;2026-09-14\|9.59\|1.70\|9.37\|9.62\|9.25\|110323;2026-09-15\|9.26\|-3.44\|9.56\|9.57\|9.25\|83215;2026-09-16\|9.34\|0.86\|9.20\|9.44\|9.17\|82610;2026-09-17\|9.38\|0.43\|9.33\|9.47\|9.29\|83139;2026-09-18\|9.62\|2.56\|9.39\|9.78\|9.38\|140321;2026-09-21\|10.08\|4.78\|9.66\|10.14\|9.66\|178816;2026-09-22\|10.10\|0.20\|9.98\|10.22\|9.96\|145824;2026-09-23\|9.69\|-4.06\|10.04\|10.07\|9.67\|119677;2026-09-24\|9.62\|-0.72\|9.75\|9.84\|9.41\|108963;2026-09-28\|9.40\|-2.29\|9.62\|9.73\|9.37\|82400;2026-09-29\|9.33\|-0.74\|9.33\|9.56\|9.28\|59035;2026-09-30\|9.43\|1.07\|9.32\|9.55\|9.31\|69047;2026-10-08\|9.25\|-1.91\|9.54\|9.66\|9.16\|96465;2026-10-09\|9.52\|2.92\|9.20\|9.53\|8.98\|111945;2026-10-12\|9.33\|-2.00\|9.44\|9.49\|9.16\|92219;2026-10-13\|9.46\|1.39\|9.27\|9.52\|8.93\|97140;2026-10-14\|9.25\|-2.22\|9.46\|9.50\|9.21\|71598;2026-10-15\|9.09\|-1.73\|9.16\|9.33\|9.04\|71784;2026-10-16\|8.96\|-1.43\|9.24\|9.42\|8.86\|78382;2026-10-19\|8.74\|-2.46\|8.90\|9.00\|8.60\|66940;2026-10-20\|8.93\|2.17\|8.94\|9.01\|8.76\|80871;2026-10-21\|9.03\|1.12\|8.95\|9.29\|8.93\|85607;2026-10-22\|8.61\|-4.65\|9.03\|9.04\|8.61\|84779;2026-10-23\|8.71\|1.16\|8.47\|8.73\|8.21\|87310;2026-10-26\|8.98\|3.10\|8.49\|9.57\|8.49\|247673;2026-10-27\|8.61\|-4.12\|8.94\|9.18\|8.60\|178007;2026-10-28\|8.60\|-0.12\|8.68\|8.70\|8.44\|81787;2026-10-29\|8.56\|-0.47\|8.56\|8.73\|8.52\|78106;2026-10-30\|8.42\|-1.64\|8.50\|8.90\|8.33\|113624;2026-11-02\|8.72\|3.56\|8.44\|8.77\|8.26\|94982;2026-11-03\|8.79\|0.80\|8.72\|9.15\|8.65\|115964;2026-11-04\|8.97\|2.05\|8.77\|9.23\|8.68\|173055;2026-11-05\|8.94\|-0.33\|9.12\|9.12\|8.83\|137962;2026-11-06\|8.66\|-3.13\|8.62\|8.88\|8.57\|99123
126274	宇树科技上市在即	机器人轻量化+液冷散热+汽车轻量化+定增获批 1、据2026年7月3日向特定对象发行股票募集说明书，公司拟规划“机器人轻量化关节与结构系统产品开发”“高散热液冷散热器新产品开发及产业化”等研发课题，前瞻布局人形机器人及液冷散热赛道。 2、据2026年7月3日公告，公司向特定对象发行股票申请获得中国证监会同意注册批复，募投项目涉及汽车轻量化产能扩充及新兴领域研发。 3、据2026年4月27日业绩说明会，公司正积极向汽车一级供应商战略转型，已取得多个定点项目，提供防撞梁、门槛梁、副车架、横梁等轻量化总成及解决方案。	华南地区最具规模的汽车轻量化铝基新材料企业，前瞻布局人形机器人、低空飞行器、液冷散热器等新兴赛道	2026-06-29\|22.10\|0.64\|21.96\|22.32\|20.87\|57799;2026-06-30\|22.06\|-0.18\|22.49\|23.28\|21.70\|52188;2026-07-01\|21.86\|-0.91\|21.87\|22.28\|21.53\|42879;2026-07-02\|23.13\|5.81\|21.88\|23.60\|21.76\|69832;2026-07-03\|25.44\|9.99\|23.56\|25.44\|22.98\|71150;2026-07-06\|23.94\|-5.90\|25.47\|25.80\|23.89\|71542;2026-07-07\|22.55\|-5.81\|23.61\|24.44\|22.41\|46251;2026-07-08\|21.70\|-3.77\|22.80\|22.80\|21.66\|29648;2026-07-09\|21.31\|-1.80\|21.43\|21.69\|20.55\|29930;2026-07-10\|21.24\|-0.33\|21.31\|21.88\|20.91\|44254;2026-07-13\|20.07\|-5.51\|21.34\|21.41\|20.05\|34321;2026-07-14\|20.14\|0.35\|19.93\|20.38\|19.64\|48677;2026-07-15\|20.44\|1.49\|20.20\|21.26\|19.99\|42126;2026-07-16\|20.47\|0.15\|20.31\|21.20\|20.05\|33029;2026-07-17\|20.03\|-2.15\|20.69\|20.98\|19.40\|36838;2026-07-20\|19.11\|-4.59\|19.36\|20.18\|18.84\|62443;2026-07-21\|19.05\|-0.31\|18.86\|19.25\|18.18\|46656;2026-07-22\|18.98\|-0.37\|19.01\|19.59\|18.81\|26789;2026-07-23\|19.57\|3.11\|19.02\|19.62\|18.92\|46262;2026-07-24\|18.94\|-3.22\|19.32\|19.73\|18.88\|33641;2026-07-27\|19.80\|4.54\|18.62\|19.80\|18.54\|26254;2026-07-28\|19.60\|-1.01\|19.51\|19.91\|19.17\|28659;2026-07-29\|20.09\|2.50\|19.60\|20.24\|19.50\|38030;2026-07-30\|19.57\|-2.59\|19.90\|20.33\|19.52\|34970;2026-07-31\|20.26\|3.53\|19.91\|20.40\|19.81\|29658;2026-08-03\|20.57\|1.53\|20.20\|20.68\|19.91\|30269;2026-08-04\|20.75\|0.88\|20.57\|20.88\|20.39\|26589;2026-08-05\|21.14\|1.88\|20.70\|21.14\|20.65\|34094;2026-08-06\|20.96\|-0.85\|21.14\|21.36\|20.60\|34766;2026-08-07\|21.03\|0.33\|20.87\|21.13\|20.56\|33142;2026-08-10\|21.56\|2.52\|21.04\|21.63\|21.02\|29178;2026-08-11\|21.19\|-1.72\|21.48\|21.53\|21.16\|29621;2026-08-12\|21.41\|1.04\|21.20\|21.65\|21.11\|23932;2026-08-13\|21.18\|-1.07\|21.41\|22.18\|21.12\|36893;2026-08-14\|23.30\|10.01\|21.14\|23.30\|21.01\|60460;2026-08-17\|22.77\|-2.27\|23.40\|23.45\|22.11\|119951;2026-08-18\|24.05\|5.62\|22.66\|24.57\|22.21\|149550;2026-08-19\|22.10\|-8.11\|23.92\|23.95\|22.00\|105880;2026-08-20\|21.92\|-0.81\|22.43\|22.43\|21.65\|58544;2026-08-21\|24.11\|9.99\|21.80\|24.11\|21.68\|118650;2026-08-24\|23.78\|-1.37\|24.04\|24.24\|23.42\|115320;2026-08-25\|23.69\|-0.38\|23.70\|23.85\|23.07\|64734;2026-08-26\|24.84\|4.85\|23.91\|24.98\|23.69\|134897;2026-08-27\|24.44\|-1.61\|24.30\|24.75\|23.62\|101406;2026-08-28\|24.52\|0.33\|24.16\|24.70\|24.03\|80004;2026-08-31\|24.43\|-0.37\|24.21\|24.47\|23.86\|49838;2026-09-01\|23.95\|-1.96\|24.43\|24.55\|23.89\|49251;2026-09-02\|23.37\|-2.42\|23.70\|23.77\|23.00\|44697;2026-09-03\|24.35\|4.19\|23.50\|24.75\|23.05\|88307;2026-09-04\|26.15\|7.39\|24.56\|26.70\|24.36\|141846;2026-09-07\|28.77\|10.02\|26.30\|28.77\|26.15\|155167;2026-09-08\|30.17\|4.87\|29.27\|30.29\|28.83\|152910;2026-09-09\|30.51\|1.13\|30.18\|32.19\|30.00\|160736;2026-09-10\|30.65\|0.46\|30.80\|31.54\|30.21\|87148;2026-09-11\|30.53\|-0.39\|30.70\|30.70\|28.90\|95460;2026-09-14\|30.58\|0.16\|30.53\|30.72\|29.69\|52654;2026-09-15\|29.80\|-2.55\|30.58\|30.65\|29.50\|66482;2026-09-16\|31.66\|6.24\|29.85\|32.09\|29.84\|78017;2026-09-17\|31.21\|-1.42\|31.66\|32.19\|31.00\|57004;2026-09-18\|31.47\|0.83\|31.63\|31.85\|31.05\|54683;2026-09-21\|32.10\|2.00\|31.70\|32.19\|31.10\|50836;2026-09-22\|31.66\|-1.37\|31.90\|32.31\|31.43\|44584;2026-09-23\|31.61\|-0.16\|31.63\|31.88\|31.11\|34379;2026-09-24\|31.00\|-1.93\|31.90\|31.90\|30.80\|30603;2026-09-28\|30.64\|-1.16\|31.00\|31.28\|30.32\|36800;2026-09-29\|31.08\|1.44\|31.26\|31.56\|30.45\|29806;2026-09-30\|30.94\|-0.45\|31.10\|32.50\|30.79\|61978;2026-10-08\|31.95\|3.26\|30.81\|32.16\|30.20\|60930;2026-10-09\|29.20\|-8.61\|31.97\|32.16\|28.76\|99906;2026-10-12\|28.86\|-1.16\|29.16\|29.41\|28.35\|60863;2026-10-13\|29.33\|1.63\|28.40\|29.36\|27.99\|37535;2026-10-14\|28.10\|-4.19\|29.14\|29.39\|28.05\|33864;2026-10-15\|27.48\|-2.21\|27.30\|28.29\|26.79\|41247;2026-10-16\|27.89\|1.49\|27.84\|28.79\|27.57\|36105;2026-10-19\|28.10\|0.75\|27.49\|28.50\|27.10\|44093;2026-10-20\|29.19\|3.88\|28.42\|29.36\|28.13\|42400;2026-10-21\|28.84\|-1.20\|29.51\|29.51\|28.51\|36117;2026-10-22\|28.40\|-1.53\|28.70\|29.42\|27.79\|43784;2026-10-23\|31.24\|10.00\|28.15\|31.24\|26.71\|90803;2026-10-26\|30.73\|-1.63\|31.96\|33.73\|30.62\|109201;2026-10-27\|27.66\|-9.99\|31.10\|31.41\|27.66\|88410;2026-10-28\|28.22\|2.02\|27.44\|28.62\|26.46\|73927;2026-10-29\|27.83\|-1.38\|27.89\|28.85\|27.66\|36925;2026-10-30\|27.18\|-2.34\|27.20\|28.65\|26.94\|53926;2026-11-02\|26.72\|-1.69\|27.16\|27.50\|25.75\|48619;2026-11-03\|25.67\|-3.93\|26.59\|26.83\|25.57\|35989;2026-11-04\|27.90\|8.69\|25.67\|28.14\|24.44\|78360;2026-11-05\|28.03\|0.47\|27.40\|29.77\|27.01\|78524;2026-11-06\|27.07\|-3.42\|27.00\|27.65\|25.63\|75481
126273	部分客户以2至3倍的价格向MLCC大厂寻求货源	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，公司主营产品电极箔是铝电解电容器的核心原材料	2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772;2026-09-09\|83.51\|7.00\|77.23\|85.86\|77.01\|172643;2026-09-10\|86.23\|3.26\|83.85\|90.88\|80.89\|146638;2026-09-11\|88.25\|2.34\|84.01\|90.60\|79.21\|131082;2026-09-14\|87.79\|-0.52\|85.90\|88.80\|83.50\|89146;2026-09-15\|92.90\|5.82\|86.50\|92.90\|86.50\|114828;2026-09-16\|91.66\|-1.33\|93.49\|95.49\|89.70\|103221;2026-09-17\|95.41\|4.09\|89.56\|98.08\|89.48\|120757;2026-09-18\|93.68\|-1.81\|95.00\|99.00\|93.00\|113184;2026-09-21\|89.58\|-4.38\|93.50\|93.63\|88.98\|97590;2026-09-22\|84.17\|-6.04\|89.00\|89.00\|82.25\|135409;2026-09-23\|77.10\|-8.40\|84.17\|84.17\|76.10\|143020;2026-09-24\|79.40\|2.98\|75.59\|79.98\|74.73\|120473;2026-09-28\|71.46\|-10.00\|77.79\|77.79\|71.46\|78726;2026-09-29\|71.23\|-0.32\|70.44\|72.36\|69.66\|53944;2026-09-30\|70.06\|-1.64\|72.28\|75.08\|69.50\|64439;2026-10-08\|66.30\|-5.37\|69.24\|70.62\|65.50\|75639;2026-10-09\|64.11\|-3.30\|65.02\|65.33\|60.83\|83700;2026-10-12\|60.20\|-6.10\|63.77\|63.80\|60.18\|55404;2026-10-13\|61.98\|2.96\|58.00\|63.49\|57.61\|72797;2026-10-14\|60.09\|-3.05\|61.63\|63.11\|60.09\|44518;2026-10-15\|56.80\|-5.48\|58.01\|58.86\|56.32\|63417;2026-10-16\|56.46\|-0.60\|58.02\|58.82\|55.96\|55618;2026-10-19\|55.04\|-2.52\|56.26\|56.27\|52.86\|71047;2026-10-20\|55.59\|1.00\|55.18\|56.97\|54.01\|60171;2026-10-21\|55.20\|-0.70\|56.59\|57.40\|54.90\|46365;2026-10-22\|51.84\|-6.09\|55.47\|55.67\|51.73\|43196;2026-10-23\|51.45\|-0.75\|51.00\|51.88\|47.00\|87250;2026-10-26\|48.97\|-4.82\|50.90\|51.53\|48.58\|73520;2026-10-27\|46.30\|-5.45\|49.89\|50.46\|46.25\|68214;2026-10-28\|46.79\|1.06\|46.95\|48.18\|46.21\|71405;2026-10-29\|45.10\|-3.61\|46.94\|49.90\|45.10\|100504;2026-10-30\|44.25\|-1.88\|44.14\|46.65\|41.67\|90247;2026-11-02\|43.95\|-0.68\|44.82\|45.08\|42.44\|85500;2026-11-03\|40.95\|-6.83\|43.34\|43.90\|40.57\|70062;2026-11-04\|45.05\|10.01\|41.61\|45.05\|40.32\|88262;2026-11-05\|45.66\|1.35\|44.70\|47.36\|43.88\|105918;2026-11-06\|44.14\|-3.33\|43.66\|45.34\|42.37\|70170
126272	光通信龙头Lumentum业绩超预期	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386;2026-07-27\|108.51\|2.37\|105.02\|108.56\|102.81\|90408;2026-07-28\|100.28\|-7.58\|106.00\|109.36\|99.45\|102942;2026-07-29\|98.55\|-1.73\|100.45\|102.51\|93.66\|100703;2026-07-30\|91.10\|-7.56\|97.93\|98.42\|89.09\|100037;2026-07-31\|94.70\|3.95\|100.21\|100.21\|94.50\|113275;2026-08-03\|91.18\|-3.72\|93.38\|94.37\|90.07\|83593;2026-08-04\|100.30\|10.00\|93.00\|100.30\|91.86\|119145;2026-08-05\|108.63\|8.31\|98.67\|109.83\|97.78\|141552;2026-08-06\|111.76\|2.88\|106.95\|113.88\|105.58\|111623;2026-08-07\|115.86\|3.67\|113.71\|117.00\|110.52\|105073;2026-08-10\|112.74\|-2.69\|117.00\|117.83\|109.46\|113610;2026-08-11\|117.64\|4.35\|112.32\|124.01\|110.67\|164222;2026-08-12\|119.39\|1.49\|119.00\|121.65\|115.50\|109197;2026-08-13\|118.25\|-0.95\|121.95\|124.80\|118.00\|103764;2026-08-14\|130.08\|10.00\|120.20\|130.08\|118.66\|130754;2026-08-17\|143.09\|10.00\|135.29\|143.09\|133.14\|172019;2026-08-18\|143.61\|0.36\|147.09\|150.00\|141.37\|186817;2026-08-19\|129.25\|-10.00\|139.65\|141.28\|129.25\|165266;2026-08-20\|129.13\|-0.09\|133.00\|134.50\|127.82\|128860;2026-08-21\|142.04\|10.00\|128.19\|142.04\|126.11\|161179;2026-08-24\|134.60\|-5.24\|143.36\|145.00\|131.00\|168449;2026-08-25\|128.00\|-4.90\|128.01\|131.89\|124.95\|115626;2026-08-26\|126.92\|-0.84\|128.61\|131.45\|123.83\|109452;2026-08-27\|131.35\|3.49\|129.19\|133.38\|126.40\|120517;2026-08-28\|126.65\|-3.58\|130.05\|133.20\|126.60\|101704;2026-08-31\|127.49\|0.66\|122.88\|128.00\|122.64\|87606;2026-09-01\|122.18\|-4.17\|127.08\|127.65\|120.60\|95298;2026-09-02\|118.92\|-2.67\|119.50\|121.30\|117.50\|76728;2026-09-03\|120.39\|1.24\|119.52\|120.94\|117.20\|70677;2026-09-04\|113.78\|-5.49\|120.65\|121.49\|112.40\|100518;2026-09-07\|120.72\|6.10\|115.37\|121.85\|115.00\|92667;2026-09-08\|118.75\|-1.63\|120.18\|121.00\|116.88\|72182;2026-09-09\|120.60\|1.56\|122.00\|124.95\|118.01\|124149;2026-09-10\|120.12\|-0.40\|118.00\|125.55\|116.66\|100441;2026-09-11\|118.06\|-1.72\|117.00\|119.91\|113.00\|91740;2026-09-14\|122.88\|4.08\|115.26\|125.18\|113.69\|113185;2026-09-15\|125.20\|1.89\|122.91\|129.43\|122.45\|108796;2026-09-16\|137.72\|10.00\|127.00\|137.72\|126.01\|61141;2026-09-17\|137.40\|-0.23\|137.70\|143.42\|136.49\|218697;2026-09-18\|135.50\|-1.38\|139.02\|139.90\|134.60\|162021;2026-09-21\|136.95\|1.07\|136.67\|139.48\|135.85\|121623;2026-09-22\|133.66\|-2.40\|138.58\|139.15\|132.97\|112415;2026-09-23\|134.60\|0.70\|133.59\|136.70\|131.37\|83965;2026-09-24\|129.35\|-3.90\|134.59\|136.23\|129.28\|82210;2026-09-28\|116.99\|-9.56\|129.28\|129.28\|116.42\|103034;2026-09-29\|118.57\|1.35\|117.12\|119.98\|115.71\|65403;2026-09-30\|118.84\|0.23\|119.59\|122.50\|117.06\|60943;2026-10-08\|110.64\|-6.90\|118.89\|120.16\|108.77\|90035;2026-10-09\|109.99\|-0.59\|109.13\|110.69\|101.18\|94342;2026-10-12\|106.94\|-2.77\|109.01\|110.80\|105.83\|55546;2026-10-13\|109.72\|2.60\|102.78\|111.50\|101.50\|79680;2026-10-14\|107.67\|-1.87\|109.41\|112.13\|107.00\|60105;2026-10-15\|102.52\|-4.78\|103.22\|105.19\|100.22\|79575;2026-10-16\|101.00\|-1.48\|104.56\|105.20\|99.90\|61583;2026-10-19\|98.94\|-2.04\|100.00\|100.99\|95.00\|51665;2026-10-20\|100.19\|1.45\|98.53\|102.50\|97.35\|44776;2026-10-21\|100.83\|0.64\|101.25\|104.42\|100.20\|46400;2026-10-22\|95.93\|-4.86\|100.88\|101.70\|95.00\|54335;2026-10-23\|96.15\|0.23\|93.00\|96.68\|87.06\|82135;2026-10-26\|95.00\|-1.20\|94.23\|96.30\|89.78\|85508;2026-10-27\|90.01\|-5.25\|96.61\|97.69\|90.00\|49703;2026-10-28\|93.06\|3.39\|92.22\|94.38\|90.02\|52081;2026-10-29\|86.61\|-6.93\|92.30\|92.58\|86.50\|69531;2026-10-30\|80.30\|-7.29\|83.23\|86.00\|80.20\|63436;2026-11-02\|85.13\|6.01\|83.89\|86.76\|82.56\|88092;2026-11-03\|79.55\|-6.55\|83.50\|84.20\|79.00\|69459;2026-11-04\|86.82\|9.14\|80.00\|87.50\|77.58\|96622;2026-11-05\|86.71\|-0.13\|84.98\|89.98\|84.45\|79940;2026-11-06\|83.04\|-4.23\|80.00\|84.42\|79.94\|65742
126271	1-7月中国创新药BD交易总金额达1063亿美元	创新药+瑞香素+化学制药 1、据2026年7月29日互动易，瑞香素是公司国内独家品种，拥有原料药和制剂一体化优势，已获3项生产工艺发明专利及2项新用途发明专利，正拓展病毒性肺炎、淋巴回流障碍等新适应症研究，新增适应症临床前研究积极推进中。 2、据2026年5月19日业绩说明会，2025年度研发费用1125.31万元，占营收比重4.79%，主要投入瑞香素胶囊基础研究与循证医学研究，已获两项新适应症发明专利，同步推进糖尿病并发症、甲状腺结节等前瞻性研究。 3、据2025年年度报告，公司构建以瑞香素胶囊为核心，补铁制剂、抗精神疾病用药为两翼的产品矩阵，是国内循环障碍用药细分领域具有突出优势与重要市场地位的企业。	公司生产的阿昔洛韦片是治疗天花和水痘的药物	2026-06-29\|24.83\|4.11\|23.81\|25.14\|22.83\|14952;2026-06-30\|23.98\|-3.42\|24.84\|25.12\|23.81\|17126;2026-07-01\|24.95\|4.04\|23.98\|25.01\|23.76\|15687;2026-07-02\|25.10\|0.60\|24.78\|25.69\|24.63\|15941;2026-07-03\|25.66\|2.23\|25.11\|25.92\|25.06\|14856;2026-07-06\|25.97\|1.21\|25.46\|26.22\|25.46\|11325;2026-07-07\|24.70\|-4.89\|25.73\|25.89\|24.67\|11723;2026-07-08\|24.35\|-1.42\|24.64\|24.89\|24.10\|9330;2026-07-09\|24.19\|-0.66\|24.06\|24.81\|23.68\|7618;2026-07-10\|24.86\|2.77\|24.19\|25.31\|23.80\|11870;2026-07-13\|24.78\|-0.32\|24.79\|25.32\|24.60\|10643;2026-07-14\|25.66\|3.55\|24.60\|25.77\|24.17\|13307;2026-07-15\|26.08\|1.64\|25.52\|26.61\|25.40\|15822;2026-07-16\|26.72\|2.45\|26.04\|27.06\|25.70\|17699;2026-07-17\|24.76\|-7.34\|26.61\|26.72\|24.54\|18765;2026-07-20\|23.78\|-3.96\|24.73\|25.45\|23.39\|16831;2026-07-21\|23.07\|-2.99\|23.79\|24.04\|21.88\|19176;2026-07-22\|22.50\|-2.47\|22.82\|23.85\|22.35\|17098;2026-07-23\|23.06\|2.49\|22.18\|23.16\|22.18\|11910;2026-07-24\|22.22\|-3.64\|23.05\|23.10\|22.00\|10700;2026-07-27\|22.88\|2.97\|22.22\|22.95\|22.00\|14799;2026-07-28\|22.73\|-0.66\|22.65\|23.30\|22.50\|13760;2026-07-29\|22.83\|0.44\|22.85\|23.36\|22.67\|18018;2026-07-30\|22.24\|-2.58\|22.92\|23.12\|21.91\|19901;2026-07-31\|23.00\|3.42\|22.36\|23.11\|22.36\|18584;2026-08-03\|24.04\|4.52\|23.22\|24.06\|22.99\|17765;2026-08-04\|24.40\|1.50\|24.20\|24.97\|24.04\|17932;2026-08-05\|24.15\|-1.02\|24.52\|24.62\|23.86\|12845;2026-08-06\|24.42\|1.12\|24.28\|24.45\|23.96\|12354;2026-08-07\|25.11\|2.83\|24.50\|25.24\|24.10\|14823;2026-08-10\|25.58\|1.87\|25.12\|25.58\|24.88\|13586;2026-08-11\|25.39\|-0.74\|25.35\|25.65\|25.07\|10714;2026-08-12\|25.41\|0.08\|25.39\|25.79\|25.30\|10824;2026-08-13\|25.71\|1.18\|25.54\|26.15\|25.04\|15159;2026-08-14\|30.85\|19.99\|25.71\|30.85\|25.30\|106085;2026-08-17\|30.23\|-2.01\|30.79\|32.40\|28.73\|129559;2026-08-18\|27.82\|-7.97\|30.21\|30.23\|27.81\|97960;2026-08-19\|33.38\|19.99\|27.98\|33.38\|27.98\|166212;2026-08-20\|33.45\|0.21\|36.54\|39.98\|32.62\|188511;2026-08-21\|31.38\|-6.19\|33.04\|33.37\|29.55\|140439;2026-08-24\|33.09\|5.45\|33.98\|35.95\|32.50\|152145;2026-08-25\|38.72\|17.01\|32.99\|39.71\|32.43\|216506;2026-08-26\|36.00\|-7.02\|36.60\|37.00\|34.12\|193520;2026-08-27\|35.62\|-1.06\|34.25\|35.94\|34.20\|140916;2026-08-28\|33.40\|-6.23\|34.25\|34.27\|30.83\|165757;2026-08-31\|30.09\|-9.91\|31.40\|31.40\|29.82\|104310;2026-09-01\|30.29\|0.66\|29.51\|30.85\|28.74\|107556;2026-09-02\|28.51\|-5.88\|29.30\|29.80\|28.30\|80735;2026-09-03\|27.76\|-2.63\|28.32\|28.65\|27.56\|62252;2026-09-04\|27.20\|-2.02\|27.60\|28.07\|27.00\|52148;2026-09-07\|27.79\|2.17\|27.30\|27.79\|27.03\|43612;2026-09-08\|28.79\|3.60\|27.51\|28.79\|27.34\|73769;2026-09-09\|27.62\|-4.06\|28.30\|28.31\|27.47\|51251;2026-09-10\|26.52\|-3.98\|27.20\|27.24\|26.35\|47493;2026-09-11\|25.85\|-2.53\|26.40\|26.52\|25.40\|38671;2026-09-14\|26.73\|3.40\|25.78\|27.14\|25.53\|43732;2026-09-15\|26.16\|-2.13\|26.66\|26.66\|26.09\|30115;2026-09-16\|26.32\|0.61\|26.39\|26.52\|25.78\|29004;2026-09-17\|26.77\|1.71\|26.15\|27.47\|26.04\|55907;2026-09-18\|27.02\|0.93\|26.76\|27.60\|26.62\|51365;2026-09-21\|28.36\|4.96\|27.13\|28.61\|27.03\|73764;2026-09-22\|29.67\|4.62\|28.00\|29.96\|27.88\|100407;2026-09-23\|29.12\|-1.85\|29.08\|29.90\|28.90\|65306;2026-09-24\|28.19\|-3.19\|29.27\|29.51\|28.13\|48147;2026-09-28\|28.15\|-0.14\|28.16\|29.05\|28.00\|43949;2026-09-29\|27.98\|-0.60\|27.91\|28.87\|27.60\|33310;2026-09-30\|28.51\|1.89\|27.98\|29.02\|27.98\|44233;2026-10-08\|27.77\|-2.60\|28.90\|29.07\|27.49\|39771;2026-10-09\|28.12\|1.26\|27.75\|28.21\|26.36\|36878;2026-10-12\|27.16\|-3.41\|28.08\|28.27\|26.92\|27558;2026-10-13\|27.04\|-0.44\|26.79\|27.26\|25.79\|28260;2026-10-14\|27.30\|0.96\|26.90\|28.09\|26.28\|48549;2026-10-15\|28.91\|5.90\|26.54\|29.50\|26.50\|101527;2026-10-16\|30.46\|5.36\|28.37\|32.56\|28.32\|143490;2026-10-19\|28.66\|-5.91\|29.00\|30.13\|27.14\|105007;2026-10-20\|27.40\|-4.40\|28.09\|28.18\|26.85\|80364;2026-10-21\|28.80\|5.11\|27.66\|31.51\|27.66\|91517;2026-10-22\|25.80\|-10.42\|28.20\|28.65\|25.78\|82159;2026-10-23\|26.01\|0.81\|25.10\|26.33\|24.03\|63306;2026-10-26\|26.28\|1.04\|25.73\|26.76\|25.27\|43817;2026-10-27\|24.25\|-7.72\|26.25\|26.50\|24.20\|51426;2026-10-28\|25.01\|3.13\|24.34\|25.27\|24.05\|38574;2026-10-29\|24.20\|-3.24\|24.70\|25.48\|24.20\|24685;2026-10-30\|23.25\|-3.93\|23.98\|24.94\|23.20\|41598;2026-11-02\|23.71\|1.98\|23.28\|23.85\|22.57\|28828;2026-11-03\|23.36\|-1.48\|23.55\|24.16\|23.06\|25792;2026-11-04\|23.99\|2.70\|23.26\|24.06\|22.81\|32041;2026-11-05\|24.58\|2.46\|23.89\|24.86\|23.85\|29794;2026-11-06\|23.89\|-2.81\|23.99\|24.33\|23.66\|20367
126270	宇树科技上市在即	机器人+萤石矿+一季报扭亏行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月16日年报，公司通过收购持有布拖县交际河萤石矿，矿区保有CaF₂资源量231.0万吨，设计生产规模15万吨/年，正推进投产审批；据2026年5月11日业绩说明会，公司已向省级主管部门提交矿山开工建设申请资料，待批复。 2、据2026年4月16日年报，公司与优必选等签署战略合作框架协议，就具身智能机器人在民航和泛交通行业落地应用进行合作；据2026年5月11日业绩说明会，公司参股的锦程智行已向机场客户交付无人驾驶小巴产品。 3、据2026年4月30日披露的一季报，公司2026年一季度归母净利润1347.29万元，同比增长225.30%。	成都优质基建企业；2025年7月，公司与深圳市优必选、中国民航正式签署战略合作框架协议，就具身智能机器人及人工智能技术在民航和泛交通行业落地应用进行深入合作探索，全资子公司四川成路智汇科技和优必选等联合成立锦程智行(成都)，锦程智行已获取订单并投入机场使用	2026-06-29\|4.86\|9.95\|4.45\|4.86\|4.36\|239551;2026-06-30\|5.35\|10.08\|4.96\|5.35\|4.87\|602496;2026-07-01\|5.42\|1.31\|5.36\|5.51\|5.22\|592021;2026-07-02\|5.41\|-0.18\|5.47\|5.75\|5.36\|513363;2026-07-03\|5.40\|-0.18\|5.45\|5.55\|5.33\|446240;2026-07-06\|5.29\|-2.04\|5.47\|5.49\|5.23\|344803;2026-07-07\|5.32\|0.57\|5.29\|5.53\|5.23\|252145;2026-07-08\|5.21\|-2.07\|5.30\|5.38\|5.19\|227257;2026-07-09\|5.27\|1.15\|5.20\|5.35\|5.16\|194263;2026-07-10\|5.17\|-1.90\|5.32\|5.39\|5.17\|245801;2026-07-13\|4.65\|-10.06\|5.12\|5.13\|4.65\|407387;2026-07-14\|5.12\|10.11\|4.47\|5.12\|4.44\|502497;2026-07-15\|5.10\|-0.39\|5.15\|5.43\|4.85\|584835;2026-07-16\|5.04\|-1.18\|5.04\|5.24\|4.85\|488988;2026-07-17\|4.91\|-2.58\|5.20\|5.20\|4.86\|453384;2026-07-20\|4.74\|-3.46\|4.91\|5.16\|4.52\|418411;2026-07-21\|4.55\|-4.01\|4.85\|4.85\|4.32\|397948;2026-07-22\|4.49\|-1.32\|4.51\|4.60\|4.43\|235482;2026-07-23\|4.55\|1.34\|4.45\|4.55\|4.44\|191975;2026-07-24\|4.36\|-4.18\|4.50\|4.51\|4.36\|170740;2026-07-27\|4.45\|2.06\|4.37\|4.48\|4.31\|145885;2026-07-28\|4.49\|0.90\|4.40\|4.58\|4.38\|153499;2026-07-29\|4.53\|0.89\|4.53\|4.55\|4.43\|179761;2026-07-30\|4.38\|-3.31\|4.49\|4.54\|4.37\|218230;2026-07-31\|4.46\|1.83\|4.42\|4.49\|4.40\|149964;2026-08-03\|4.51\|1.12\|4.49\|4.60\|4.46\|140971;2026-08-04\|4.56\|1.11\|4.51\|4.61\|4.47\|209184;2026-08-05\|4.62\|1.32\|4.56\|4.66\|4.55\|167758;2026-08-06\|4.90\|6.06\|4.60\|4.92\|4.57\|300887;2026-08-07\|4.92\|0.41\|4.91\|4.98\|4.73\|234876;2026-08-10\|4.97\|1.02\|4.92\|5.15\|4.90\|256417;2026-08-11\|5.08\|2.21\|4.97\|5.13\|4.89\|252318;2026-08-12\|5.15\|1.38\|5.09\|5.19\|5.05\|296152;2026-08-13\|5.05\|-1.94\|5.14\|5.14\|5.01\|236632;2026-08-14\|5.56\|10.10\|5.07\|5.56\|5.02\|547835;2026-08-17\|5.18\|-6.83\|5.57\|5.60\|5.15\|757686;2026-08-18\|4.98\|-3.86\|5.18\|5.19\|4.95\|373514;2026-08-19\|4.81\|-3.41\|4.98\|5.14\|4.78\|247220;2026-08-20\|4.90\|1.87\|4.84\|4.92\|4.78\|181795;2026-08-21\|4.91\|0.20\|4.86\|4.91\|4.80\|113836;2026-08-24\|4.79\|-2.44\|4.89\|4.89\|4.72\|125101;2026-08-25\|4.80\|0.21\|4.76\|4.84\|4.72\|114786;2026-08-26\|4.80\|0.00\|4.81\|4.86\|4.78\|104416;2026-08-27\|5.28\|10.00\|4.76\|5.28\|4.74\|777148;2026-08-28\|5.48\|3.79\|5.28\|5.80\|5.27\|957739;2026-08-31\|5.46\|-0.36\|5.47\|5.54\|5.23\|522046;2026-09-01\|5.54\|1.47\|5.51\|5.59\|5.40\|319931;2026-09-02\|5.46\|-1.44\|5.54\|5.59\|5.42\|243797;2026-09-03\|5.22\|-4.40\|5.46\|5.54\|5.20\|338947;2026-09-04\|5.18\|-0.77\|5.27\|5.35\|5.14\|234212;2026-09-07\|5.30\|2.32\|5.18\|5.31\|5.17\|176462;2026-09-08\|5.21\|-1.70\|5.29\|5.30\|5.18\|181890;2026-09-09\|5.17\|-0.77\|5.20\|5.25\|5.12\|144299;2026-09-10\|5.18\|0.19\|5.16\|5.22\|5.11\|157546;2026-09-11\|5.08\|-1.93\|5.14\|5.15\|4.98\|213113;2026-09-14\|5.07\|-0.20\|5.06\|5.14\|5.00\|120022;2026-09-15\|4.97\|-1.97\|5.08\|5.14\|4.94\|186339;2026-09-16\|5.13\|3.22\|4.95\|5.25\|4.90\|229512;2026-09-17\|5.08\|-0.97\|5.12\|5.15\|5.03\|129215;2026-09-18\|5.07\|-0.20\|5.09\|5.15\|5.05\|130499;2026-09-21\|5.29\|4.34\|5.06\|5.33\|5.04\|308814;2026-09-22\|5.19\|-1.89\|5.27\|5.35\|5.15\|177209;2026-09-23\|5.07\|-2.31\|5.18\|5.22\|5.06\|129402;2026-09-24\|5.00\|-1.38\|5.09\|5.14\|4.96\|136802;2026-09-28\|4.86\|-2.80\|4.99\|4.99\|4.79\|185538;2026-09-29\|4.86\|0.00\|4.86\|4.93\|4.82\|119365;2026-09-30\|4.82\|-0.82\|4.96\|4.96\|4.76\|119010;2026-10-08\|4.85\|0.62\|4.84\|5.12\|4.80\|226127;2026-10-09\|4.93\|1.65\|4.95\|4.96\|4.68\|194513;2026-10-12\|4.79\|-2.84\|4.90\|4.94\|4.78\|106289;2026-10-13\|4.80\|0.21\|4.75\|4.86\|4.67\|128412;2026-10-14\|4.71\|-1.88\|4.80\|4.85\|4.70\|110751;2026-10-15\|4.58\|-2.76\|4.64\|4.69\|4.55\|143109;2026-10-16\|4.62\|0.87\|4.66\|4.72\|4.57\|112656;2026-10-19\|4.57\|-1.08\|4.62\|4.62\|4.46\|113433;2026-10-20\|4.60\|0.66\|4.54\|4.61\|4.52\|67335;2026-10-21\|4.65\|1.09\|4.60\|4.81\|4.58\|110119;2026-10-22\|4.53\|-2.58\|4.68\|4.68\|4.53\|84099;2026-10-23\|4.62\|1.99\|4.49\|4.64\|4.36\|160678;2026-10-26\|4.49\|-2.81\|4.56\|4.56\|4.42\|119696;2026-10-27\|4.37\|-2.67\|4.52\|4.52\|4.36\|92351;2026-10-28\|4.49\|2.75\|4.37\|4.53\|4.35\|122893;2026-10-29\|4.33\|-3.56\|4.45\|4.47\|4.31\|93821;2026-10-30\|4.15\|-4.16\|4.35\|4.36\|4.15\|111756;2026-11-02\|4.17\|0.48\|4.18\|4.22\|4.07\|106480;2026-11-03\|4.18\|0.24\|4.17\|4.23\|4.12\|103756;2026-11-04\|4.23\|1.20\|4.19\|4.25\|4.12\|114786;2026-11-05\|4.25\|0.47\|4.22\|4.32\|4.19\|120288;2026-11-06\|4.21\|-0.94\|4.15\|4.25\|4.12\|96043
126269	美股AI算力租赁商Nebius股价暴涨	算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司直接运营的AI算力云规模已达38000P	2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258;2026-07-23\|120.68\|1.98\|125.34\|130.17\|119.33\|648373;2026-07-24\|108.61\|-10.00\|114.00\|116.21\|108.61\|435395;2026-07-27\|115.06\|5.94\|105.00\|118.00\|100.19\|438580;2026-07-28\|103.55\|-10.00\|108.74\|111.85\|103.55\|311550;2026-07-29\|96.95\|-6.37\|99.99\|101.04\|93.30\|354625;2026-07-30\|87.28\|-9.97\|96.82\|99.68\|87.26\|367385;2026-07-31\|96.01\|10.00\|96.01\|96.01\|94.16\|189057;2026-08-03\|93.10\|-3.03\|101.65\|104.62\|92.18\|481045;2026-08-04\|102.41\|10.00\|100.41\|102.41\|99.39\|140558;2026-08-05\|112.65\|10.00\|109.55\|112.65\|107.53\|272856;2026-08-06\|122.52\|8.76\|112.31\|123.92\|112.31\|767764;2026-08-07\|127.40\|3.98\|122.30\|129.89\|119.52\|532633;2026-08-10\|125.81\|-1.25\|127.35\|129.00\|120.49\|381338;2026-08-11\|118.22\|-6.03\|125.81\|126.16\|117.98\|409889;2026-08-12\|119.36\|0.96\|126.28\|127.00\|117.33\|468154;2026-08-13\|125.00\|4.73\|126.00\|131.30\|124.78\|570031;2026-08-14\|137.50\|10.00\|127.66\|137.50\|123.01\|679206;2026-08-17\|142.84\|3.88\|137.80\|148.25\|135.55\|759376;2026-08-18\|136.47\|-4.46\|138.85\|143.66\|135.90\|459064;2026-08-19\|134.95\|-1.11\|128.40\|139.14\|128.10\|525348;2026-08-20\|130.57\|-3.25\|132.00\|136.80\|123.00\|432195;2026-08-21\|125.97\|-3.52\|127.96\|130.80\|125.00\|339409;2026-08-24\|121.78\|-3.33\|127.00\|129.20\|117.48\|323162;2026-08-25\|119.30\|-2.04\|117.10\|122.32\|115.66\|280554;2026-08-26\|117.57\|-1.45\|120.29\|121.66\|116.02\|252148;2026-08-27\|125.22\|6.51\|119.99\|125.37\|117.10\|395272;2026-08-28\|119.95\|-4.21\|124.00\|125.19\|119.62\|352567;2026-08-31\|122.16\|1.84\|114.38\|123.00\|114.28\|350133;2026-09-01\|113.58\|-7.02\|121.00\|121.00\|113.18\|291420;2026-09-02\|115.01\|1.26\|109.50\|118.06\|109.50\|286990;2026-09-03\|111.61\|-2.96\|115.00\|115.50\|110.51\|227758;2026-09-04\|108.35\|-2.92\|114.00\|114.60\|107.00\|225875;2026-09-07\|111.38\|2.80\|110.40\|112.90\|107.80\|253810;2026-09-08\|108.99\|-2.15\|112.00\|115.50\|108.04\|276801;2026-09-09\|109.26\|0.25\|112.50\|113.88\|107.82\|227251;2026-09-10\|106.38\|-2.64\|106.00\|107.70\|104.75\|206070;2026-09-11\|105.28\|-1.03\|103.19\|106.40\|101.69\|208604;2026-09-14\|106.76\|1.41\|103.50\|109.37\|103.50\|222968;2026-09-15\|108.20\|1.35\|106.78\|109.90\|105.66\|228500;2026-09-16\|109.58\|1.28\|108.26\|110.00\|105.60\|258404;2026-09-17\|113.85\|3.90\|112.00\|118.33\|111.26\|379115;2026-09-18\|113.60\|-0.22\|116.00\|116.00\|109.87\|307679;2026-09-21\|111.50\|-1.85\|112.51\|113.36\|111.02\|203046;2026-09-22\|115.96\|4.00\|112.86\|118.00\|111.19\|379286;2026-09-23\|111.57\|-3.79\|114.00\|114.54\|111.50\|226414;2026-09-24\|105.89\|-5.09\|110.01\|110.30\|105.80\|188994;2026-09-28\|98.77\|-6.72\|105.00\|105.20\|98.75\|166828;2026-09-29\|98.16\|-0.62\|97.13\|99.38\|97.11\|110503;2026-09-30\|95.96\|-2.24\|99.19\|99.68\|95.50\|119996;2026-10-08\|93.64\|-2.42\|95.96\|98.59\|92.75\|135417;2026-10-09\|94.58\|1.00\|93.50\|95.00\|89.58\|196621;2026-10-12\|88.51\|-6.42\|94.00\|94.00\|88.49\|138095;2026-10-13\|91.49\|3.37\|86.28\|93.00\|84.31\|198062;2026-10-14\|89.66\|-2.00\|91.53\|94.38\|89.56\|152525;2026-10-15\|84.91\|-5.30\|85.48\|87.78\|84.01\|164777;2026-10-16\|83.51\|-1.65\|87.20\|87.48\|82.89\|143132;2026-10-19\|82.84\|-0.80\|83.00\|84.52\|80.41\|140056;2026-10-20\|83.66\|0.99\|82.60\|85.33\|81.50\|152168;2026-10-21\|92.03\|10.00\|86.00\|92.03\|84.99\|422660;2026-10-22\|85.08\|-7.55\|91.90\|92.14\|85.00\|347841;2026-10-23\|83.24\|-1.97\|83.21\|87.15\|77.52\|289689;2026-10-26\|77.60\|-6.78\|82.00\|82.10\|77.40\|191051;2026-10-27\|73.55\|-5.22\|79.50\|79.50\|73.51\|173500;2026-10-28\|75.44\|2.57\|74.80\|76.27\|72.60\|212739;2026-10-29\|69.41\|-7.99\|74.78\|75.35\|69.40\|196675;2026-10-30\|64.55\|-7.00\|66.23\|69.33\|64.28\|232388;2026-11-02\|64.34\|-0.33\|62.96\|65.32\|60.24\|255812;2026-11-03\|58.50\|-9.08\|63.23\|63.60\|58.04\|239146;2026-11-04\|63.48\|8.51\|59.45\|63.88\|56.09\|315105;2026-11-05\|67.08\|5.67\|61.40\|69.33\|61.33\|340594;2026-11-06\|62.06\|-7.48\|61.45\|63.84\|60.89\|227642
126268		绿色装备+雅鲁藏布江水电+厦门国资行业原因： 1、据央视财经3月30日报道，沿江高铁总投资超5000亿元，据测算，将带动上下游行业增加值增长近1.5万亿元。 2、据央视网4月2日报道，2026年前两月工程机械出口额106.86亿美元，同比增长33.4%，高端化、电动化机型成出口新亮点。公司原因： 1、据2025年8月29日半年报，公司已完成5吨二代电动、6吨电动、7吨甲醇增程装载机小批试制，并推进无人智能装载机开发。 2、据2025年8月8日互动易，公司正积极跟进雅鲁藏布江下游水电工程招标动态，并与当地经销商开展合作，主营装载机、挖掘机、掘进机械等产品可应用于该国家能源战略重点项目。 3、据2025年4月18日年报及2025年8月29日半年报，公司控股股东为厦门海翼集团，最终控制人为厦门国资委。	实控人厦门国资委，中国最大的工程机械制造基地之一	2026-06-29\|2.55\|-0.78\|2.57\|2.57\|2.45\|496901;2026-06-30\|2.57\|0.78\|2.54\|2.58\|2.48\|367520;2026-07-01\|2.63\|2.33\|2.56\|2.68\|2.55\|456896;2026-07-02\|2.89\|9.89\|2.62\|2.89\|2.62\|408100;2026-07-03\|2.82\|-2.42\|2.87\|2.89\|2.75\|1116726;2026-07-06\|2.70\|-4.26\|2.83\|2.87\|2.68\|600819;2026-07-07\|2.61\|-3.33\|2.72\|2.89\|2.61\|750705;2026-07-08\|2.54\|-2.68\|2.62\|2.62\|2.51\|476306;2026-07-09\|2.55\|0.39\|2.55\|2.59\|2.46\|397749;2026-07-10\|2.63\|3.14\|2.57\|2.69\|2.50\|473129;2026-07-13\|2.43\|-7.60\|2.63\|2.64\|2.41\|561239;2026-07-14\|2.50\|2.88\|2.37\|2.51\|2.37\|383444;2026-07-15\|2.57\|2.80\|2.47\|2.61\|2.46\|598558;2026-07-16\|2.56\|-0.39\|2.55\|2.63\|2.49\|336748;2026-07-17\|2.46\|-3.91\|2.54\|2.57\|2.45\|446688;2026-07-20\|2.39\|-2.85\|2.48\|2.53\|2.33\|441738;2026-07-21\|2.42\|1.26\|2.42\|2.46\|2.23\|531228;2026-07-22\|2.41\|-0.41\|2.39\|2.46\|2.37\|345844;2026-07-23\|2.64\|9.54\|2.41\|2.65\|2.40\|699180;2026-07-24\|2.71\|2.65\|2.58\|2.76\|2.58\|810269;2026-07-27\|2.87\|5.90\|2.71\|2.88\|2.67\|702889;2026-07-28\|3.03\|5.57\|2.87\|3.07\|2.82\|919208;2026-07-29\|3.05\|0.66\|3.03\|3.10\|2.93\|860096;2026-07-30\|3.00\|-1.64\|3.03\|3.15\|2.96\|755435;2026-07-31\|2.91\|-3.00\|2.98\|2.99\|2.90\|708876;2026-08-03\|3.20\|9.97\|2.97\|3.20\|2.94\|1076396;2026-08-04\|3.49\|9.06\|3.36\|3.52\|3.26\|1941097;2026-08-05\|3.36\|-3.72\|3.38\|3.46\|3.34\|1089621;2026-08-06\|3.28\|-2.38\|3.36\|3.38\|3.18\|812154;2026-08-07\|3.28\|0.00\|3.27\|3.30\|3.19\|643255;2026-08-10\|3.61\|10.06\|3.27\|3.61\|3.25\|1370807;2026-08-11\|3.60\|-0.28\|3.54\|3.68\|3.46\|1140597;2026-08-12\|3.68\|2.22\|3.59\|3.71\|3.55\|752922;2026-08-13\|3.62\|-1.63\|3.68\|3.80\|3.62\|771287;2026-08-14\|3.98\|9.94\|3.63\|3.98\|3.58\|1138118;2026-08-17\|4.07\|2.26\|3.96\|4.09\|3.82\|1041473;2026-08-18\|3.98\|-2.21\|4.00\|4.22\|3.97\|701066;2026-08-19\|3.92\|-1.51\|3.94\|4.10\|3.90\|846326;2026-08-20\|3.91\|-0.26\|3.93\|4.05\|3.83\|625191;2026-08-21\|3.92\|0.26\|3.90\|3.96\|3.81\|553295;2026-08-24\|3.86\|-1.53\|3.93\|3.93\|3.77\|624348;2026-08-25\|3.90\|1.04\|3.86\|3.92\|3.80\|416712;2026-08-26\|3.83\|-1.79\|3.89\|3.98\|3.82\|615643;2026-08-27\|4.05\|5.74\|3.83\|4.05\|3.74\|838986;2026-08-28\|4.46\|10.12\|4.04\|4.46\|4.01\|1793661;2026-08-31\|4.55\|2.02\|4.31\|4.80\|4.24\|1870504;2026-09-01\|4.57\|0.44\|4.51\|4.67\|4.47\|947326;2026-09-02\|4.23\|-7.44\|4.56\|4.61\|4.13\|1334033;2026-09-03\|4.15\|-1.89\|4.26\|4.31\|3.95\|937572;2026-09-04\|4.06\|-2.17\|4.17\|4.26\|4.04\|687401;2026-09-07\|4.02\|-0.99\|4.06\|4.07\|3.84\|833147;2026-09-08\|4.18\|3.98\|4.09\|4.42\|4.00\|1622157;2026-09-09\|3.77\|-9.81\|4.15\|4.16\|3.76\|1541641;2026-09-10\|3.61\|-4.24\|3.74\|3.77\|3.60\|800193;2026-09-11\|3.50\|-3.05\|3.57\|3.61\|3.33\|896418;2026-09-14\|3.51\|0.29\|3.49\|3.54\|3.35\|519634;2026-09-15\|3.53\|0.57\|3.49\|3.58\|3.44\|557163;2026-09-16\|3.62\|2.55\|3.52\|3.70\|3.51\|777420;2026-09-17\|3.64\|0.55\|3.60\|3.65\|3.48\|630818;2026-09-18\|3.63\|-0.27\|3.64\|3.68\|3.57\|589062;2026-09-21\|3.81\|4.96\|3.59\|3.83\|3.58\|669354;2026-09-22\|4.19\|9.97\|3.79\|4.19\|3.77\|1052232;2026-09-23\|4.23\|0.95\|4.20\|4.30\|3.78\|2119222;2026-09-24\|4.65\|9.93\|4.15\|4.65\|4.13\|2963166;2026-09-28\|4.19\|-9.89\|4.36\|4.37\|4.19\|636191;2026-09-29\|3.77\|-10.02\|3.88\|3.98\|3.77\|1830255;2026-09-30\|3.82\|1.33\|3.79\|3.97\|3.74\|1465598;2026-10-08\|3.84\|0.52\|3.82\|4.12\|3.79\|1389980;2026-10-09\|3.80\|-1.04\|3.85\|3.88\|3.62\|1148467;2026-10-12\|3.59\|-5.53\|3.79\|3.83\|3.57\|802573;2026-10-13\|3.62\|0.84\|3.49\|3.71\|3.39\|817768;2026-10-14\|3.59\|-0.83\|3.60\|3.65\|3.49\|544945;2026-10-15\|3.35\|-6.69\|3.49\|3.54\|3.32\|638339;2026-10-16\|3.36\|0.30\|3.38\|3.49\|3.33\|558660;2026-10-19\|3.24\|-3.57\|3.33\|3.35\|3.08\|631812;2026-10-20\|3.27\|0.93\|3.26\|3.45\|3.22\|507857;2026-10-21\|3.24\|-0.92\|3.26\|3.38\|3.21\|519896;2026-10-22\|3.09\|-4.63\|3.24\|3.30\|3.09\|558328;2026-10-23\|3.13\|1.29\|3.04\|3.14\|2.86\|751519;2026-10-26\|3.05\|-2.56\|3.11\|3.11\|3.01\|413843;2026-10-27\|2.98\|-2.30\|3.10\|3.12\|2.98\|402178;2026-10-28\|3.00\|0.67\|3.02\|3.05\|2.94\|456613;2026-10-29\|2.89\|-3.67\|2.98\|3.04\|2.88\|398030;2026-10-30\|2.73\|-5.54\|2.88\|2.91\|2.72\|606682;2026-11-02\|2.81\|2.93\|2.76\|2.82\|2.66\|479099;2026-11-03\|2.76\|-1.78\|2.81\|2.88\|2.71\|457577;2026-11-04\|2.80\|1.45\|2.77\|2.83\|2.66\|502396;2026-11-05\|2.95\|5.36\|2.79\|2.96\|2.78\|550236;2026-11-06\|2.84\|-3.73\|2.85\|2.93\|2.80\|440069
126267	美股AI算力租赁商Nebius股价暴涨	CDN涨价+液冷+算力租赁+边缘AI 行业原因：服务器龙头浪潮信息7月7日晚发布业绩预告，预计2026年上半年归母净利润26-31亿元，同比增长226%-288%，印证国产算力需求。公司原因： 1、据2026年7月1日互动易，目前CDN市场格局更清晰，低价竞争减少，行业价格逐步企稳回升，公司结合市场情况、自身经营策略，逐步与客户对服务价格、服务内容等进行协商。 2、据2026年4月15日年报，公司参股公司绿色云图自主研发的液冷技术，能够为企业提供更节能、高效的液冷数据中心建设及改造方案。 3、据2026年4月15日年报及4月29日业绩说明会，子公司爱捷云提供GPU云算力、CPU云算力等一站式算力云服务，国内已建立多个算力节点。 4、据2026年4月15日年报，公司完成边缘AI平台升级，推出边缘AI网关、边缘模型推理、边缘AI应用三大核心产品，已适配百余种大模型，为AIGC、大模型推理提供低延迟、高并发服务。	1、子公司绿色云图自主研发的液冷技术，能够为企业提供更节能、高效的液冷数据中心建设及改造方案； 2、公司为国内CDN标准牵头制定方，国内边缘计算龙头，正开发面向边缘计算的支撑平台	2026-06-29\|12.52\|-2.03\|12.78\|12.97\|12.33\|1089113;2026-06-30\|13.01\|3.91\|12.58\|13.29\|12.33\|1133219;2026-07-01\|13.35\|2.61\|13.00\|13.85\|12.89\|1521296;2026-07-02\|12.85\|-3.75\|13.20\|13.44\|12.81\|1081303;2026-07-03\|12.73\|-0.93\|12.84\|13.03\|12.72\|781802;2026-07-06\|12.69\|-0.31\|12.70\|12.98\|12.56\|733374;2026-07-07\|12.22\|-3.70\|12.71\|12.76\|12.16\|727370;2026-07-08\|14.66\|19.97\|13.18\|14.66\|12.91\|2852982;2026-07-09\|15.33\|4.57\|14.61\|15.35\|14.40\|3731828;2026-07-10\|15.16\|-1.11\|15.14\|16.05\|14.90\|3079474;2026-07-13\|14.69\|-3.10\|14.89\|15.49\|14.52\|2040814;2026-07-14\|14.27\|-2.86\|14.98\|15.25\|13.54\|2083574;2026-07-15\|14.35\|0.56\|14.35\|14.78\|14.07\|1727098;2026-07-16\|14.26\|-0.63\|14.08\|14.74\|13.82\|1746357;2026-07-17\|13.23\|-7.22\|14.01\|14.26\|13.03\|1832050;2026-07-20\|14.25\|7.71\|13.75\|14.55\|13.64\|2254098;2026-07-21\|14.96\|4.98\|14.15\|14.97\|13.81\|2488879;2026-07-22\|14.70\|-1.74\|14.68\|15.32\|14.55\|2021551;2026-07-23\|14.18\|-3.54\|14.50\|14.88\|14.03\|1447852;2026-07-24\|13.00\|-8.32\|13.74\|13.85\|12.98\|1557895;2026-07-27\|13.33\|2.54\|12.88\|13.37\|12.63\|1128921;2026-07-28\|12.90\|-3.23\|12.94\|13.21\|12.80\|930198;2026-07-29\|12.54\|-2.79\|12.90\|13.03\|12.00\|1409848;2026-07-30\|11.94\|-4.78\|12.35\|12.85\|11.93\|1269991;2026-07-31\|14.03\|17.50\|13.06\|14.32\|12.77\|2810376;2026-08-03\|13.82\|-1.50\|14.03\|14.22\|13.74\|1630051;2026-08-04\|14.73\|6.58\|14.25\|14.99\|14.20\|2097724;2026-08-05\|14.98\|1.70\|14.61\|15.40\|14.50\|2205850;2026-08-06\|14.73\|-1.67\|14.72\|15.12\|14.49\|1599904;2026-08-07\|15.46\|4.96\|15.84\|16.68\|14.98\|3506859;2026-08-10\|14.80\|-4.27\|15.00\|15.28\|14.44\|2275901;2026-08-11\|14.81\|0.07\|14.84\|15.14\|14.50\|1474453;2026-08-12\|14.64\|-1.15\|15.24\|15.38\|14.60\|1453813;2026-08-13\|14.44\|-1.37\|14.99\|15.28\|14.42\|1953229;2026-08-14\|17.33\|20.01\|14.50\|17.33\|14.31\|4804937;2026-08-17\|17.57\|1.38\|17.00\|17.58\|16.80\|4241494;2026-08-18\|16.85\|-4.10\|17.39\|17.47\|16.70\|2454903;2026-08-19\|15.65\|-7.12\|16.24\|16.48\|15.56\|2160343;2026-08-20\|15.86\|1.34\|16.18\|16.69\|15.78\|2296264;2026-08-21\|15.54\|-2.02\|15.92\|16.03\|15.27\|1463282;2026-08-24\|15.20\|-2.19\|15.54\|15.59\|14.96\|1156701;2026-08-25\|15.10\|-0.66\|15.08\|15.19\|14.82\|1346421;2026-08-26\|14.96\|-0.93\|15.06\|15.34\|14.65\|1434475;2026-08-27\|15.47\|3.97\|15.16\|15.63\|15.05\|1960297;2026-08-28\|15.31\|-1.03\|15.73\|16.34\|15.30\|2405617;2026-08-31\|16.36\|6.86\|15.01\|16.61\|14.90\|2465340;2026-09-01\|16.39\|0.18\|16.36\|16.63\|16.01\|2143706;2026-09-02\|16.15\|-1.46\|16.11\|16.44\|15.87\|1371909;2026-09-03\|15.92\|-1.42\|16.40\|16.49\|15.82\|1256888;2026-09-04\|15.65\|-1.70\|16.27\|16.41\|15.55\|1736018;2026-09-07\|15.77\|0.77\|15.76\|15.82\|15.36\|1254161;2026-09-08\|15.45\|-2.03\|15.70\|15.70\|15.39\|997940;2026-09-09\|15.14\|-2.01\|15.48\|15.63\|15.04\|1002554;2026-09-10\|15.07\|-0.46\|15.48\|15.55\|15.05\|918370;2026-09-11\|14.68\|-2.59\|14.85\|14.85\|14.30\|1126939;2026-09-14\|14.87\|1.29\|14.76\|15.05\|14.59\|897397;2026-09-15\|14.78\|-0.61\|15.43\|15.47\|14.74\|980156;2026-09-16\|14.70\|-0.54\|14.50\|14.83\|14.35\|997890;2026-09-17\|14.79\|0.61\|14.43\|14.90\|14.42\|792513;2026-09-18\|15.15\|2.43\|14.99\|15.24\|14.81\|1067281;2026-09-21\|15.19\|0.26\|15.16\|15.27\|15.04\|816524;2026-09-22\|15.92\|4.81\|16.38\|16.60\|15.54\|2081610;2026-09-23\|15.32\|-3.77\|15.91\|15.93\|15.28\|1056698;2026-09-24\|15.14\|-1.17\|15.32\|15.49\|15.13\|695916;2026-09-28\|14.76\|-2.51\|15.10\|15.15\|14.56\|709893;2026-09-29\|14.69\|-0.47\|14.70\|15.06\|14.54\|759491;2026-09-30\|14.90\|1.43\|14.80\|15.18\|14.65\|973524;2026-10-08\|13.84\|-7.11\|14.76\|15.01\|13.83\|1046327;2026-10-09\|14.23\|2.82\|13.80\|14.33\|13.31\|973063;2026-10-12\|14.16\|-0.49\|14.10\|14.29\|13.96\|523446;2026-10-13\|14.16\|0.00\|13.90\|14.37\|13.80\|604783;2026-10-14\|13.75\|-2.90\|14.03\|14.12\|13.74\|545294;2026-10-15\|13.07\|-4.95\|13.05\|13.43\|13.02\|768311;2026-10-16\|12.78\|-2.22\|13.28\|13.37\|12.70\|654464;2026-10-19\|13.06\|2.19\|12.71\|13.19\|12.69\|566452;2026-10-20\|13.46\|3.06\|12.99\|13.49\|12.86\|689605;2026-10-21\|13.67\|1.56\|13.47\|13.92\|13.40\|693878;2026-10-22\|13.58\|-0.66\|13.90\|14.30\|13.58\|957033;2026-10-23\|14.86\|9.43\|13.30\|15.03\|13.23\|1667584;2026-10-26\|15.14\|1.88\|14.57\|15.47\|14.53\|1477841;2026-10-27\|15.30\|1.06\|15.15\|16.05\|15.14\|1531345;2026-10-28\|15.85\|3.59\|15.55\|16.00\|15.23\|1271687;2026-10-29\|15.19\|-4.16\|15.67\|15.80\|15.14\|973437;2026-10-30\|14.45\|-4.87\|14.99\|15.23\|14.43\|888921;2026-11-02\|15.35\|6.23\|14.63\|15.43\|14.46\|1238167;2026-11-03\|14.74\|-3.97\|15.02\|15.44\|14.65\|1038732;2026-11-04\|15.20\|3.12\|14.81\|15.41\|14.52\|1094327;2026-11-05\|16.39\|7.83\|15.07\|16.40\|15.01\|1664498;2026-11-06\|16.01\|-2.32\|16.16\|16.75\|15.93\|1688358
126266		稀土+一季报增长+央企行业原因： 1、据兴业证券8月3日研报，出口管制和海内外价差进一步强化稀土产业链价值重估。 2、东吴证券7月29日研报指出，高容MLCC材料体系升级有望拉动中重稀土需求。公司原因： 1、据2026年5月11日投资者关系活动记录表，2026年上半年，受《稀土管理条例》及配套政策正式实施影响，部分稀土产品价格呈现出上涨趋势；伴随下游终端需求的稳步增加，稀土应用场景逐步拓展，稀土供需格局有望持续改善。 2、据2026年4月28日公告，公司2026年一季度实现归母净利润1.39亿元，同比增长90.80%。 3、公司主要从事稀土资源开发、冶炼分离、精深加工等业务，产品广泛应用于磁性材料、电子元器件等领域；公司最终控制人为国务院国有资产监督管理委员会。	六大稀土集团之一中国五矿的唯一稀土上市平台	2026-06-29\|54.32\|-1.02\|54.90\|55.80\|52.89\|403639;2026-06-30\|55.49\|2.15\|53.99\|55.60\|53.01\|369145;2026-07-01\|53.53\|-3.53\|55.00\|56.20\|53.20\|439389;2026-07-02\|53.20\|-0.62\|52.92\|55.43\|51.71\|475963;2026-07-03\|54.45\|2.41\|53.80\|56.32\|52.70\|562430;2026-07-06\|51.14\|-6.08\|54.45\|55.25\|51.00\|511669;2026-07-07\|50.74\|-0.78\|51.00\|52.00\|50.42\|277010;2026-07-08\|48.66\|-4.10\|50.50\|50.61\|48.66\|335802;2026-07-09\|48.29\|-0.76\|48.54\|49.15\|45.51\|476412;2026-07-10\|47.82\|-0.97\|48.07\|49.31\|47.33\|318115;2026-07-13\|44.98\|-5.94\|47.72\|47.72\|44.95\|309996;2026-07-14\|47.38\|5.34\|44.92\|47.40\|44.66\|356157;2026-07-15\|46.22\|-2.45\|47.75\|47.75\|45.80\|249554;2026-07-16\|45.54\|-1.47\|45.00\|46.27\|44.92\|172073;2026-07-17\|45.65\|0.24\|45.50\|46.20\|44.70\|273509;2026-07-20\|47.17\|3.33\|45.55\|47.75\|45.30\|343153;2026-07-21\|49.88\|5.75\|47.10\|49.93\|47.00\|434110;2026-07-22\|49.36\|-1.04\|49.01\|49.50\|48.40\|334017;2026-07-23\|49.78\|0.85\|48.88\|50.29\|48.65\|265264;2026-07-24\|47.60\|-4.38\|48.99\|48.99\|47.57\|215088;2026-07-27\|48.06\|0.97\|47.35\|48.09\|47.32\|159034;2026-07-28\|46.78\|-2.66\|47.20\|47.47\|46.66\|169324;2026-07-29\|48.03\|2.67\|46.46\|48.38\|46.00\|220417;2026-07-30\|47.40\|-1.31\|47.70\|48.38\|46.83\|171309;2026-07-31\|47.82\|0.89\|48.00\|48.96\|47.78\|213901;2026-08-03\|48.78\|2.01\|47.66\|49.25\|47.10\|213777;2026-08-04\|49.16\|0.78\|48.78\|49.39\|48.58\|193327;2026-08-05\|51.60\|4.96\|50.18\|51.99\|50.12\|406339;2026-08-06\|51.99\|0.76\|51.60\|53.27\|51.07\|401703;2026-08-07\|57.19\|10.00\|51.55\|57.19\|51.50\|608092;2026-08-10\|58.36\|2.05\|57.22\|58.58\|55.80\|900466;2026-08-11\|55.84\|-4.32\|57.66\|57.77\|55.78\|520274;2026-08-12\|56.58\|1.33\|55.48\|57.32\|55.25\|396850;2026-08-13\|55.41\|-2.07\|56.50\|56.80\|55.41\|287854;2026-08-14\|60.95\|10.00\|55.80\|60.95\|55.73\|905892;2026-08-17\|62.79\|3.02\|60.03\|62.89\|59.89\|710666;2026-08-18\|62.49\|-0.48\|62.80\|63.20\|61.48\|365585;2026-08-19\|59.54\|-4.72\|61.00\|61.58\|59.33\|412000;2026-08-20\|57.95\|-2.67\|60.80\|60.88\|57.55\|360742;2026-08-21\|56.33\|-2.80\|55.29\|56.75\|55.10\|395213;2026-08-24\|58.22\|3.36\|57.20\|59.50\|56.70\|444479;2026-08-25\|57.83\|-0.67\|58.22\|59.85\|57.13\|323540;2026-08-26\|56.03\|-3.11\|57.98\|58.62\|54.66\|406570;2026-08-27\|60.81\|8.53\|55.98\|60.88\|55.70\|512658;2026-08-28\|60.18\|-1.04\|61.00\|61.71\|59.94\|264653;2026-08-31\|62.06\|3.12\|59.03\|62.50\|58.17\|369192;2026-09-01\|59.81\|-3.63\|61.50\|62.00\|59.50\|244135;2026-09-02\|58.35\|-2.44\|59.00\|59.30\|56.96\|268241;2026-09-03\|57.37\|-1.68\|58.80\|59.00\|57.17\|179464;2026-09-04\|56.21\|-2.02\|57.99\|58.28\|55.85\|216568;2026-09-07\|55.82\|-0.69\|56.20\|56.63\|55.38\|211837;2026-09-08\|54.96\|-1.54\|55.59\|55.86\|54.55\|266762;2026-09-09\|54.36\|-1.09\|54.77\|55.52\|54.05\|225374;2026-09-10\|53.36\|-1.84\|54.05\|54.10\|53.10\|178265;2026-09-11\|51.93\|-2.68\|52.40\|52.59\|51.33\|218399;2026-09-14\|52.21\|0.54\|51.50\|52.80\|50.89\|195191;2026-09-15\|53.16\|1.82\|52.25\|53.92\|51.90\|271250;2026-09-16\|54.71\|2.92\|52.75\|55.02\|52.40\|262067;2026-09-17\|53.37\|-2.45\|54.25\|54.99\|53.13\|197170;2026-09-18\|53.39\|0.04\|54.00\|54.21\|52.94\|148487;2026-09-21\|55.30\|3.58\|53.98\|56.59\|53.68\|292880;2026-09-22\|54.62\|-1.23\|55.80\|55.81\|54.25\|217615;2026-09-23\|53.63\|-1.81\|54.40\|54.40\|53.40\|123058;2026-09-24\|53.90\|0.50\|53.33\|54.00\|52.80\|168351;2026-09-28\|52.29\|-2.99\|52.77\|53.20\|51.29\|202790;2026-09-29\|53.23\|1.80\|52.88\|53.78\|51.40\|168103;2026-09-30\|52.73\|-0.94\|53.88\|53.99\|52.48\|128133;2026-10-08\|48.90\|-7.26\|52.50\|52.58\|48.50\|316494;2026-10-09\|49.34\|0.90\|48.66\|49.45\|47.46\|252808;2026-10-12\|48.10\|-2.51\|49.38\|49.68\|48.07\|145415;2026-10-13\|48.58\|1.00\|47.51\|49.09\|47.02\|155854;2026-10-14\|47.86\|-1.48\|48.30\|48.58\|47.67\|105737;2026-10-15\|46.90\|-2.01\|46.89\|47.72\|46.06\|148160;2026-10-16\|47.15\|0.53\|47.50\|47.93\|46.47\|132382;2026-10-19\|49.06\|4.05\|48.20\|49.50\|47.52\|220746;2026-10-20\|49.24\|0.37\|48.80\|49.28\|48.29\|144299;2026-10-21\|49.50\|0.53\|49.00\|49.70\|48.85\|112076;2026-10-22\|49.08\|-0.85\|49.68\|50.77\|49.05\|185280;2026-10-23\|50.13\|2.14\|48.23\|50.20\|47.20\|216282;2026-10-26\|48.69\|-2.87\|49.60\|50.57\|48.41\|156366;2026-10-27\|48.08\|-1.25\|48.80\|49.48\|48.06\|110256;2026-10-28\|48.75\|1.39\|49.50\|49.50\|48.26\|117110;2026-10-29\|49.12\|0.76\|48.50\|49.70\|47.97\|165855;2026-10-30\|47.59\|-3.11\|48.45\|49.56\|47.50\|193615
126265		稀土永磁+机器人概念+中报预增行业原因： 1、据兴业证券8月3日研报，出口管制和海内外价差进一步强化稀土产业链价值重估。 2、东吴证券7月29日研报指出，高容MLCC材料体系升级有望拉动中重稀土需求。公司原因： 1、据2026年7月14日公告，公司预计2026年上半年归母净利润3.2亿元至3.6亿元，同比增长301.84%至352.08%，主要受益于稀土产品价格上行及稀土资源综合利用板块产能规模优势释放。 2、据2025年年度报告，公司稀土磁材业务通过子公司中杭新材开展稀土永磁材料的研发、生产与销售，年生产能力达20,000吨；据2025年4月25日公告，公司高性能磁材产品已与工业机器人电机行业的相关企业建立了业务合作。 3、据2026年5月8日业绩说明会，公司在包头投资的“一期年产1万吨高性能稀土永磁材料项目”预计今年第二季度进入试生产阶段。	公司生产的高性能磁材产品已经应用于新能源汽车电机、工业机器人电机、3C电子等高科技领域	2026-06-29\|26.60\|-6.07\|28.30\|28.66\|26.00\|596626;2026-06-30\|27.51\|3.42\|26.40\|27.81\|25.90\|438234;2026-07-01\|25.75\|-6.40\|26.18\|27.12\|25.30\|516571;2026-07-02\|25.25\|-1.94\|25.30\|26.77\|25.05\|455304;2026-07-03\|25.68\|1.70\|25.16\|26.54\|25.16\|413940;2026-07-06\|24.38\|-5.06\|25.68\|26.20\|24.18\|352398;2026-07-07\|23.49\|-3.65\|24.26\|24.89\|23.10\|291498;2026-07-08\|22.40\|-4.64\|23.71\|24.06\|22.28\|307310;2026-07-09\|22.46\|0.27\|22.85\|23.26\|21.30\|339745;2026-07-10\|22.16\|-1.34\|22.49\|23.38\|22.12\|304928;2026-07-13\|20.31\|-8.35\|22.00\|22.05\|20.21\|283028;2026-07-14\|21.51\|5.91\|20.48\|21.76\|20.12\|402198;2026-07-15\|20.25\|-5.86\|22.00\|22.18\|20.00\|288389;2026-07-16\|19.25\|-4.94\|20.23\|20.54\|18.95\|325127;2026-07-17\|17.60\|-8.57\|19.35\|19.44\|17.40\|335314;2026-07-20\|15.91\|-9.60\|18.09\|18.30\|15.84\|410726;2026-07-21\|17.39\|9.30\|16.39\|17.44\|14.58\|464651;2026-07-22\|17.37\|-0.12\|17.43\|18.07\|17.01\|413650;2026-07-23\|17.63\|1.50\|17.54\|17.93\|17.20\|284763;2026-07-24\|16.81\|-4.65\|17.39\|17.48\|16.56\|265212;2026-07-27\|17.74\|5.53\|16.98\|18.02\|16.76\|317338;2026-07-28\|17.05\|-3.89\|17.54\|18.16\|16.91\|268097;2026-07-29\|16.82\|-1.35\|17.17\|17.20\|16.24\|304761;2026-07-30\|15.76\|-6.30\|16.79\|17.02\|15.48\|364124;2026-07-31\|15.95\|1.21\|16.66\|17.10\|15.93\|340204;2026-08-03\|16.03\|0.50\|15.90\|16.45\|15.52\|297733;2026-08-04\|17.21\|7.36\|16.21\|17.37\|15.92\|400383;2026-08-05\|18.03\|4.76\|17.19\|18.30\|17.18\|557487;2026-08-06\|18.55\|2.88\|18.10\|19.26\|17.98\|598160;2026-08-07\|19.21\|3.56\|18.55\|19.58\|18.50\|659037;2026-08-10\|20.10\|4.63\|19.49\|20.19\|19.30\|634980;2026-08-11\|19.56\|-2.69\|19.68\|20.11\|19.21\|489141;2026-08-12\|19.93\|1.89\|19.60\|20.13\|19.33\|327374;2026-08-13\|19.53\|-2.01\|20.09\|20.40\|19.50\|330908;2026-08-14\|21.48\|9.98\|19.61\|21.48\|19.61\|503024;2026-08-17\|21.09\|-1.82\|21.95\|21.98\|20.70\|614956;2026-08-18\|20.72\|-1.75\|21.13\|21.38\|20.36\|440254;2026-08-19\|19.21\|-7.29\|20.01\|20.76\|19.16\|400258;2026-08-20\|19.20\|-0.05\|20.03\|20.20\|18.99\|338445;2026-08-21\|19.45\|1.30\|19.10\|19.55\|18.73\|276554;2026-08-24\|19.03\|-2.16\|19.68\|19.71\|18.59\|299725;2026-08-25\|18.85\|-0.95\|18.76\|19.26\|18.36\|316896;2026-08-26\|19.00\|0.80\|18.92\|19.26\|18.45\|277483;2026-08-27\|19.51\|2.68\|18.92\|19.60\|18.85\|298444;2026-08-28\|19.15\|-1.85\|19.52\|19.62\|19.06\|248681;2026-08-31\|19.42\|1.41\|18.77\|19.43\|18.50\|204152;2026-09-01\|18.74\|-3.50\|19.43\|19.49\|18.69\|225161;2026-09-02\|18.38\|-1.92\|18.47\|18.59\|18.15\|167230;2026-09-03\|18.37\|-0.05\|18.53\|18.69\|18.11\|157365;2026-09-04\|17.47\|-4.90\|18.51\|18.73\|17.30\|278571;2026-09-07\|18.02\|3.15\|17.50\|18.13\|17.43\|194303;2026-09-08\|17.80\|-1.22\|18.03\|18.10\|17.69\|136068;2026-09-09\|17.99\|1.07\|17.77\|18.13\|17.70\|151030;2026-09-10\|17.88\|-0.61\|17.90\|18.09\|17.65\|117492;2026-09-11\|17.38\|-2.80\|17.60\|17.69\|16.90\|169811;2026-09-14\|17.43\|0.29\|17.37\|17.64\|17.02\|110395;2026-09-15\|18.15\|4.13\|17.43\|18.42\|17.35\|244797;2026-09-16\|18.43\|1.54\|18.13\|18.57\|17.76\|248382;2026-09-17\|17.86\|-3.09\|18.41\|18.78\|17.85\|194683;2026-09-18\|18.27\|2.30\|18.02\|18.35\|17.96\|191000;2026-09-21\|18.66\|2.13\|18.43\|19.45\|18.38\|238380;2026-09-22\|18.41\|-1.34\|19.00\|19.07\|18.29\|230492;2026-09-23\|18.58\|0.92\|18.42\|18.70\|18.17\|185140;2026-09-24\|18.20\|-2.05\|18.58\|18.66\|18.08\|127133;2026-09-28\|17.06\|-6.26\|18.10\|18.20\|17.00\|246562;2026-09-29\|17.19\|0.76\|17.09\|17.47\|16.98\|145753;2026-09-30\|16.85\|-1.98\|17.19\|17.32\|16.77\|133870;2026-10-08\|16.78\|-0.42\|16.76\|17.25\|16.63\|149808;2026-10-09\|16.43\|-2.09\|16.66\|16.78\|15.76\|164210;2026-10-12\|15.92\|-3.10\|16.40\|16.58\|15.90\|108812;2026-10-13\|15.96\|0.25\|15.67\|16.16\|15.21\|138903;2026-10-14\|15.40\|-3.51\|15.89\|15.96\|15.35\|98977;2026-10-15\|14.50\|-5.84\|14.81\|15.00\|14.45\|186340;2026-10-16\|14.27\|-1.59\|14.95\|14.97\|14.16\|172161;2026-10-19\|13.89\|-2.66\|14.17\|14.22\|13.54\|171022;2026-10-20\|14.23\|2.45\|13.88\|14.56\|13.82\|215277;2026-10-21\|14.08\|-1.05\|14.34\|14.45\|13.97\|156036;2026-10-22\|13.70\|-2.70\|14.14\|14.29\|13.68\|157893;2026-10-23\|13.87\|1.24\|13.50\|13.96\|12.70\|244514;2026-10-26\|13.53\|-2.45\|13.79\|13.96\|13.35\|164828;2026-10-27\|13.01\|-3.84\|13.70\|13.76\|13.01\|143680;2026-10-28\|13.50\|3.77\|13.10\|13.55\|12.94\|171086;2026-10-29\|12.98\|-3.85\|13.47\|13.47\|12.98\|145887;2026-10-30\|12.45\|-4.08\|12.65\|13.18\|12.45\|154937;2026-11-02\|12.77\|2.57\|12.69\|12.90\|12.42\|165100;2026-11-03\|12.42\|-2.74\|12.68\|13.02\|12.34\|165167;2026-11-04\|13.24\|6.60\|12.46\|13.34\|12.04\|291146;2026-11-05\|13.87\|4.76\|13.13\|14.25\|13.02\|328253;2026-11-06\|13.42\|-3.24\|13.41\|13.68\|13.21\|192239
126264	美股存储板块大涨	FCBGA载板+半导体转型+国资背景行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月30日年报，公司确立向半导体领域转型，已参股科睿斯27.41%股权，其FCBGA高端封装基板样品完成生产并推进客户认证，产品用于CPU/GPU/AI芯片封装。 2、据2026年4月30日年报，公司新设微封科技、中天数算两家控股子公司，分别聚焦半导体封测设备与算力服务，2026年将“小步快跑”扩大创新业务收入。 3、据2026年4月30日年报，公司控股股东为东阳市国资办控制的地方国企，可整合国资平台及产业链资源支持半导体布局。	公司布局半导体行业的高端载板、存储封测及智能存储芯片领域	2026-06-29\|33.01\|-2.54\|33.89\|34.61\|31.69\|100867;2026-06-30\|34.00\|3.00\|32.68\|36.31\|32.00\|103235;2026-07-01\|33.83\|-0.50\|34.10\|34.24\|32.55\|90624;2026-07-02\|31.05\|-8.22\|33.33\|33.99\|30.90\|92239;2026-07-03\|30.47\|-1.87\|30.98\|31.56\|30.13\|78485;2026-07-06\|33.52\|10.01\|31.02\|33.52\|31.02\|52229;2026-07-07\|30.17\|-9.99\|33.50\|33.59\|30.17\|107517;2026-07-08\|27.33\|-9.41\|28.44\|29.43\|27.15\|134180;2026-07-09\|28.42\|3.99\|27.81\|28.54\|26.21\|123498;2026-07-10\|31.26\|9.99\|28.49\|31.26\|28.48\|68362;2026-07-13\|28.13\|-10.01\|29.16\|30.11\|28.13\|64914;2026-07-14\|28.85\|2.56\|27.41\|29.00\|26.13\|131539;2026-07-15\|27.50\|-4.68\|28.64\|29.70\|27.10\|87315;2026-07-16\|25.80\|-6.18\|27.14\|28.08\|25.52\|90876;2026-07-17\|24.06\|-6.74\|26.18\|26.35\|23.99\|87649;2026-07-20\|21.66\|-9.98\|24.66\|25.25\|21.65\|94011;2026-07-21\|22.69\|4.76\|21.51\|22.79\|19.50\|122152;2026-07-22\|21.62\|-4.72\|22.54\|22.74\|21.40\|94932;2026-07-23\|21.16\|-2.13\|21.56\|22.05\|20.98\|66210;2026-07-24\|20.99\|-0.80\|20.85\|21.73\|20.60\|54921;2026-07-27\|22.22\|5.86\|21.00\|22.22\|20.62\|62058;2026-07-28\|20.36\|-8.37\|21.83\|22.62\|20.25\|83509;2026-07-29\|20.33\|-0.15\|20.40\|20.88\|19.70\|85799;2026-07-30\|19.01\|-6.49\|20.14\|20.40\|18.88\|70728;2026-07-31\|19.78\|4.05\|20.01\|20.72\|19.74\|82450;2026-08-03\|19.82\|0.20\|19.95\|19.98\|19.14\|65695;2026-08-04\|21.80\|9.99\|20.45\|21.80\|20.08\|63063;2026-08-05\|22.75\|4.36\|21.80\|22.93\|21.35\|111668;2026-08-06\|22.65\|-0.44\|22.37\|22.76\|21.93\|89626;2026-08-07\|23.62\|4.28\|22.55\|23.77\|22.29\|97331;2026-08-10\|23.43\|-0.80\|23.63\|24.11\|22.95\|62399;2026-08-11\|22.93\|-2.13\|23.36\|23.50\|22.65\|55177;2026-08-12\|23.41\|2.09\|23.00\|23.60\|22.82\|52338;2026-08-13\|23.05\|-1.54\|23.44\|23.95\|23.04\|51747;2026-08-14\|25.36\|10.02\|23.20\|25.36\|23.12\|95947;2026-08-17\|25.96\|2.37\|25.69\|26.34\|24.49\|131785;2026-08-18\|24.91\|-4.04\|25.83\|25.86\|24.44\|89030;2026-08-19\|23.64\|-5.10\|24.39\|25.45\|23.45\|84255;2026-08-20\|25.00\|5.75\|23.64\|25.28\|23.09\|98151;2026-08-21\|24.67\|-1.32\|24.66\|25.28\|23.80\|55743;2026-08-24\|23.93\|-3.00\|24.43\|24.54\|23.30\|47636;2026-08-25\|24.37\|1.84\|23.70\|24.46\|23.16\|54188;2026-08-26\|23.30\|-4.39\|24.30\|24.39\|23.18\|59497;2026-08-27\|23.70\|1.72\|23.20\|24.00\|23.01\|70036;2026-08-28\|24.08\|1.60\|23.70\|24.65\|23.35\|69358;2026-08-31\|24.00\|-0.33\|23.46\|24.59\|23.37\|61667;2026-09-01\|23.52\|-2.00\|23.74\|23.92\|23.01\|50743;2026-09-02\|23.20\|-1.36\|23.13\|23.60\|22.80\|44340;2026-09-03\|23.41\|0.91\|23.22\|23.73\|22.99\|40893;2026-09-04\|22.95\|-1.97\|23.78\|24.61\|22.52\|59284;2026-09-07\|23.62\|2.92\|22.84\|24.36\|22.69\|61378;2026-09-08\|23.96\|1.44\|23.45\|24.17\|23.34\|61422;2026-09-09\|23.80\|-0.67\|24.01\|24.23\|23.52\|42482;2026-09-10\|23.56\|-1.01\|23.60\|24.28\|23.11\|39718;2026-09-11\|22.73\|-3.52\|23.11\|23.29\|22.00\|59457;2026-09-14\|23.16\|1.89\|22.66\|23.40\|22.21\|43227;2026-09-15\|23.46\|1.30\|23.01\|23.85\|22.91\|50981;2026-09-16\|23.60\|0.60\|23.43\|23.80\|23.10\|44086;2026-09-17\|23.39\|-0.89\|23.39\|24.18\|23.33\|58584;2026-09-18\|24.30\|3.89\|23.70\|24.55\|23.09\|69149;2026-09-21\|24.81\|2.10\|24.29\|25.11\|24.03\|71648;2026-09-22\|25.42\|2.46\|25.40\|27.29\|25.16\|167715;2026-09-23\|27.96\|9.99\|25.51\|27.96\|25.33\|200819;2026-09-24\|25.83\|-7.62\|27.31\|27.53\|25.80\|148795;2026-09-28\|24.40\|-5.54\|25.61\|25.78\|23.81\|101450;2026-09-29\|23.60\|-3.28\|24.16\|24.50\|23.20\|82913;2026-09-30\|22.61\|-4.19\|23.70\|24.18\|22.44\|76338;2026-10-08\|21.49\|-4.95\|22.61\|22.97\|21.15\|65549;2026-10-09\|21.02\|-2.19\|21.52\|21.61\|19.82\|80981;2026-10-12\|20.02\|-4.76\|20.88\|20.91\|20.00\|43414;2026-10-13\|20.26\|1.20\|19.61\|20.51\|18.93\|63071;2026-10-14\|19.46\|-3.95\|20.30\|20.40\|19.44\|35537;2026-10-15\|18.48\|-5.04\|18.78\|19.16\|18.46\|49155;2026-10-16\|18.55\|0.38\|19.06\|19.39\|18.47\|48279;2026-10-19\|18.30\|-1.35\|18.27\|18.59\|17.70\|40574;2026-10-20\|18.77\|2.57\|18.20\|19.30\|18.10\|37760;2026-10-21\|18.79\|0.11\|18.87\|19.12\|18.72\|31315;2026-10-22\|18.10\|-3.67\|18.90\|19.09\|18.08\|32322;2026-10-23\|18.50\|2.21\|17.71\|18.50\|16.75\|53459;2026-10-26\|18.01\|-2.65\|18.50\|18.50\|17.80\|32811;2026-10-27\|17.53\|-2.67\|18.20\|18.50\|17.53\|34209;2026-10-28\|18.80\|7.24\|17.84\|19.25\|17.81\|71423;2026-10-29\|18.21\|-3.14\|19.03\|19.29\|18.18\|52797;2026-10-30\|17.59\|-3.40\|18.02\|18.72\|17.51\|49813;2026-11-02\|18.03\|2.50\|17.60\|18.15\|17.10\|43572;2026-11-03\|17.33\|-3.88\|18.03\|18.25\|17.20\|42420;2026-11-04\|17.97\|3.69\|17.34\|18.06\|16.80\|55373;2026-11-05\|18.49\|2.89\|17.80\|18.72\|17.70\|45590;2026-11-06\|17.86\|-3.41\|17.50\|18.18\|17.40\|40431
126263	美股存储板块大涨	MEMS传感器+人形机器人 1、据2026年6月10日投资者关系活动记录表，公司积极把握大客户在新一代产品领域的预研需求，重点布局AI眼镜用骨传导声学麦克风、车载及机器人领域IMU等新产品与新技术研发。 2、据2025年年报，公司布局研发人形机器人产业配套传感器产品，包括惯导模组、指尖压感、指关节压力、六维力传感器等。 3、据2026年6月1日投资者关系活动记录表，公司作为拥有MEMS全产业链研发能力，且具有国内稀缺的多品类MEMS产品研发、生产能力的企业，多产品线已陆续在各自市场领域实现导入和量产。	公司为国内领先的MEMS传感器设计企业	2026-06-29\|95.89\|-5.54\|100.06\|106.49\|92.83\|64722;2026-06-30\|115.07\|20.00\|94.94\|115.07\|94.94\|58258;2026-07-01\|133.33\|15.87\|120.63\|138.07\|120.63\|109488;2026-07-02\|85.77\|-9.95\|87.03\|93.01\|85.25\|101234;2026-07-03\|83.70\|-2.41\|86.80\|87.00\|80.81\|81782;2026-07-06\|77.22\|-7.74\|84.50\|86.09\|76.51\|77487;2026-07-07\|72.65\|-5.92\|77.12\|77.25\|71.21\|51190;2026-07-08\|68.47\|-5.75\|72.42\|74.47\|67.35\|53766;2026-07-09\|69.91\|2.10\|68.99\|70.80\|66.50\|48311;2026-07-10\|66.82\|-4.42\|69.50\|71.95\|66.71\|53110;2026-07-13\|59.38\|-11.13\|64.05\|67.81\|58.79\|63137;2026-07-14\|59.33\|-0.08\|60.32\|61.48\|56.35\|43491;2026-07-15\|56.15\|-5.36\|58.53\|60.80\|55.52\|41320;2026-07-16\|53.06\|-5.50\|55.73\|57.33\|52.53\|45582;2026-07-17\|45.43\|-14.38\|53.58\|53.99\|45.00\|63024;2026-07-20\|40.84\|-10.10\|49.07\|49.63\|39.53\|77634;2026-07-21\|44.81\|9.72\|41.66\|44.97\|36.60\|94060;2026-07-22\|42.54\|-5.07\|44.00\|45.78\|42.25\|57557;2026-07-23\|41.50\|-2.44\|42.30\|43.60\|41.00\|41910;2026-07-24\|40.89\|-1.47\|41.50\|42.34\|40.20\|43288;2026-07-27\|41.66\|1.88\|40.16\|42.12\|39.51\|34712;2026-07-28\|39.39\|-5.45\|40.80\|42.65\|39.15\|39415;2026-07-29\|39.28\|-0.28\|39.60\|39.83\|37.21\|46333;2026-07-30\|36.61\|-6.80\|39.28\|39.78\|36.50\|43976;2026-07-31\|38.55\|5.30\|39.25\|40.91\|38.51\|53344;2026-08-03\|37.68\|-2.26\|38.47\|39.15\|37.35\|31646;2026-08-04\|40.84\|8.39\|38.91\|41.48\|38.00\|41653;2026-08-05\|43.03\|5.36\|40.80\|43.55\|40.50\|45780;2026-08-06\|43.44\|0.95\|42.90\|44.28\|42.28\|37784;2026-08-07\|45.26\|4.19\|44.25\|45.57\|42.41\|42917;2026-08-10\|45.26\|0.00\|46.17\|46.61\|44.20\|37118;2026-08-11\|45.50\|0.53\|44.31\|46.46\|44.31\|32542;2026-08-12\|46.09\|1.30\|46.33\|47.00\|45.02\|35117;2026-08-13\|44.63\|-3.17\|46.63\|47.12\|44.60\|33585;2026-08-14\|53.56\|20.01\|44.88\|53.56\|44.88\|121922;2026-08-17\|52.93\|-1.18\|52.00\|53.56\|50.71\|118025;2026-08-18\|50.75\|-4.12\|52.67\|53.55\|49.69\|83205;2026-08-19\|46.43\|-8.51\|49.00\|50.20\|45.82\|64864;2026-08-20\|51.28\|10.45\|49.00\|54.72\|46.43\|152894;2026-08-21\|49.00\|-4.45\|50.09\|51.00\|48.52\|93620;2026-08-24\|47.14\|-3.80\|48.51\|49.88\|45.43\|75557;2026-08-25\|46.18\|-2.04\|45.91\|46.80\|43.50\|59560;2026-08-26\|45.25\|-2.01\|46.18\|46.41\|44.18\|43692;2026-08-27\|48.16\|6.43\|45.35\|48.40\|44.72\|60361;2026-08-28\|47.75\|-0.85\|47.88\|49.47\|47.05\|49392;2026-08-31\|51.65\|8.17\|45.54\|52.06\|45.54\|83196;2026-09-01\|49.39\|-4.38\|51.99\|51.99\|49.19\|49827;2026-09-02\|49.20\|-0.38\|48.51\|51.00\|48.51\|44992;2026-09-03\|48.51\|-1.40\|49.33\|49.90\|47.56\|35093;2026-09-04\|46.00\|-5.17\|49.10\|49.60\|45.52\|44639;2026-09-07\|48.26\|4.91\|46.40\|48.34\|46.40\|42656;2026-09-08\|46.86\|-2.90\|48.27\|48.27\|46.38\|33658;2026-09-09\|45.38\|-3.16\|47.22\|48.26\|45.15\|34086;2026-09-10\|44.58\|-1.76\|44.93\|45.66\|44.40\|29671;2026-09-11\|43.25\|-2.98\|44.34\|44.34\|41.63\|34348;2026-09-14\|43.50\|0.58\|43.35\|43.91\|42.15\|25752;2026-09-15\|44.89\|3.20\|42.67\|45.38\|42.67\|33919;2026-09-16\|48.30\|7.60\|44.80\|48.52\|44.33\|50945;2026-09-17\|48.26\|-0.08\|47.90\|49.17\|47.59\|35452;2026-09-18\|49.12\|1.78\|49.43\|49.59\|47.88\|34147;2026-09-21\|48.84\|-0.57\|49.70\|49.70\|48.21\|28318;2026-09-22\|49.73\|1.82\|50.00\|50.91\|49.23\|39881;2026-09-23\|51.15\|2.86\|49.72\|52.49\|49.37\|44378;2026-09-24\|55.80\|9.09\|51.00\|58.37\|50.66\|95321;2026-09-28\|50.24\|-9.96\|55.80\|55.92\|49.58\|72048;2026-09-29\|52.94\|5.37\|50.01\|53.40\|49.03\|60788;2026-09-30\|51.37\|-2.97\|53.80\|54.00\|50.32\|54343;2026-10-08\|47.86\|-6.83\|51.50\|52.76\|47.32\|46757;2026-10-09\|47.19\|-1.40\|47.00\|49.25\|44.44\|44255;2026-10-12\|44.96\|-4.73\|47.18\|47.37\|44.49\|30909;2026-10-13\|44.74\|-0.49\|43.50\|44.92\|41.80\|31849;2026-10-14\|42.66\|-4.65\|44.19\|44.63\|42.66\|22402;2026-10-15\|39.91\|-6.45\|41.35\|41.88\|39.58\|36335;2026-10-16\|41.05\|2.86\|40.85\|44.38\|40.05\|41797;2026-10-19\|40.27\|-1.90\|40.32\|41.35\|38.11\|33343;2026-10-20\|44.01\|9.29\|40.06\|45.33\|40.00\|57826;2026-10-21\|52.81\|20.00\|44.00\|52.81\|44.00\|124567;2026-10-22\|51.84\|-1.84\|53.00\|58.00\|51.52\|149051;2026-10-23\|60.18\|16.09\|50.18\|60.21\|47.20\|153742;2026-10-26\|60.20\|0.03\|58.31\|65.00\|54.73\|184424;2026-10-27\|61.91\|2.84\|58.00\|67.53\|57.50\|171520;2026-10-28\|67.31\|8.72\|62.00\|73.96\|61.19\|177792;2026-10-29\|63.50\|-5.66\|65.00\|71.05\|63.00\|162133;2026-10-30\|58.00\|-8.66\|60.00\|64.99\|58.00\|137207;2026-11-02\|61.00\|5.17\|57.25\|62.96\|51.26\|134295;2026-11-03\|56.60\|-7.21\|59.80\|61.79\|56.31\|90999;2026-11-04\|63.82\|12.76\|57.57\|65.00\|55.01\|125615;2026-11-05\|68.37\|7.13\|62.11\|69.65\|62.07\|132591;2026-11-06\|68.68\|0.45\|64.00\|72.66\|64.00\|111153
126262	美股存储板块大涨	存算基地+供水+武汉国资 1、据2026年4月24日年报，公司所在片区已启动世界级存算一体化产业基地建设，区域用水需求呈现激增态势，预计未来三到五年将出现跳跃式增长，公司供水业务和市政建设业务中长期发展具有广阔空间。 2、据2026年7月9日互动易，公司目前服务的主要客户为集成电路存储和半导体显示行业；据2026年5月21日互动易，公司目前的主营业务为供水和建筑，并不涉及存储和算力相关业务。 3、据同花顺iFinD数据，公司属于国有企业，最终控制人为武汉东湖新技术开发区管理委员会。	公司实控人武汉东湖新技术开发区管理委员会，与长江储存同一实控人	2026-06-29\|20.70\|-0.48\|20.40\|20.89\|19.20\|240006;2026-06-30\|20.51\|-0.92\|20.79\|21.35\|20.00\|185809;2026-07-01\|20.70\|0.93\|20.51\|21.18\|20.10\|178997;2026-07-02\|19.80\|-4.35\|20.60\|21.54\|19.65\|226157;2026-07-03\|21.78\|10.00\|19.61\|21.78\|19.08\|294336;2026-07-06\|19.60\|-10.01\|21.98\|21.98\|19.60\|334139;2026-07-07\|18.11\|-7.60\|19.30\|19.70\|17.98\|230815;2026-07-08\|17.15\|-5.30\|18.08\|18.10\|17.10\|159051;2026-07-09\|17.50\|2.04\|17.15\|17.61\|16.38\|177538;2026-07-10\|17.62\|0.69\|17.78\|18.50\|17.52\|156564;2026-07-13\|16.47\|-6.53\|17.20\|17.66\|16.38\|134769;2026-07-14\|17.05\|3.52\|16.25\|17.41\|15.76\|157620;2026-07-15\|16.43\|-3.64\|17.10\|17.10\|16.34\|100598;2026-07-16\|15.95\|-2.92\|16.26\|16.61\|15.70\|98071;2026-07-17\|14.68\|-7.96\|15.87\|16.76\|14.38\|184709;2026-07-20\|13.21\|-10.01\|14.97\|15.23\|13.21\|234942;2026-07-21\|13.50\|2.20\|13.21\|13.60\|11.89\|251875;2026-07-22\|13.11\|-2.89\|13.38\|13.57\|12.84\|130511;2026-07-23\|13.27\|1.22\|13.00\|13.57\|13.00\|103695;2026-07-24\|12.92\|-2.64\|13.00\|13.59\|12.89\|108519;2026-07-27\|13.78\|6.66\|12.88\|13.78\|12.67\|130821;2026-07-28\|13.60\|-1.31\|13.54\|14.30\|13.46\|129550;2026-07-29\|13.60\|0.00\|13.60\|13.72\|13.06\|132147;2026-07-30\|12.50\|-8.09\|13.60\|13.71\|12.47\|143443;2026-07-31\|13.24\|5.92\|12.98\|13.58\|12.88\|152333;2026-08-03\|13.16\|-0.60\|13.22\|13.36\|12.90\|83406;2026-08-04\|14.14\|7.45\|13.20\|14.29\|13.20\|139984;2026-08-05\|14.49\|2.48\|14.01\|14.73\|13.97\|125806;2026-08-06\|14.75\|1.79\|14.30\|14.92\|14.30\|116116;2026-08-07\|15.10\|2.37\|14.96\|15.17\|14.26\|120783;2026-08-10\|15.23\|0.86\|15.10\|15.30\|14.50\|102350;2026-08-11\|15.03\|-1.31\|14.99\|15.28\|14.72\|77546;2026-08-12\|15.39\|2.40\|15.01\|15.45\|14.98\|74482;2026-08-13\|15.01\|-2.47\|15.44\|15.69\|14.97\|85055;2026-08-14\|16.51\|9.99\|15.05\|16.51\|14.98\|197360;2026-08-17\|16.56\|0.30\|16.65\|16.65\|15.75\|203608;2026-08-18\|16.31\|-1.51\|16.56\|16.96\|16.23\|110790;2026-08-19\|15.33\|-6.01\|16.03\|16.19\|15.16\|123380;2026-08-20\|15.18\|-0.98\|15.60\|15.60\|15.00\|79230;2026-08-21\|15.35\|1.12\|15.19\|15.74\|14.94\|70936;2026-08-24\|14.18\|-7.62\|15.87\|15.98\|13.85\|195927;2026-08-25\|14.69\|3.60\|13.88\|14.80\|13.68\|135134;2026-08-26\|14.94\|1.70\|14.97\|15.12\|14.55\|95983;2026-08-27\|15.09\|1.00\|15.00\|15.30\|14.74\|91326;2026-08-28\|15.35\|1.72\|15.01\|16.10\|14.94\|141110;2026-08-31\|15.41\|0.39\|15.07\|15.50\|15.01\|86223;2026-09-01\|14.95\|-2.99\|15.41\|15.41\|14.76\|95033;2026-09-02\|15.19\|1.61\|14.85\|15.38\|14.69\|84253;2026-09-03\|15.42\|1.51\|15.19\|15.65\|15.11\|83953;2026-09-04\|14.89\|-3.44\|15.43\|15.68\|14.84\|81468;2026-09-07\|15.37\|3.22\|14.89\|15.47\|14.89\|77620;2026-09-08\|16.91\|10.02\|15.74\|16.91\|15.40\|179505;2026-09-09\|16.40\|-3.02\|16.68\|17.06\|16.11\|202714;2026-09-10\|16.08\|-1.95\|16.32\|16.32\|15.77\|131798;2026-09-11\|15.19\|-5.53\|16.02\|16.02\|14.90\|147768;2026-09-14\|15.02\|-1.12\|15.16\|15.28\|14.56\|84956;2026-09-15\|14.72\|-2.00\|14.97\|15.08\|14.66\|82129;2026-09-16\|15.03\|2.11\|14.72\|15.18\|14.59\|71648;2026-09-17\|15.27\|1.60\|14.98\|15.72\|14.93\|105017;2026-09-18\|16.24\|6.35\|15.33\|16.38\|15.32\|166966;2026-09-21\|16.40\|0.99\|16.24\|16.55\|16.18\|115662;2026-09-22\|16.15\|-1.52\|16.44\|16.60\|16.08\|97253;2026-09-23\|16.40\|1.55\|16.10\|16.48\|16.05\|75229;2026-09-24\|15.72\|-4.15\|16.33\|16.41\|15.60\|85815;2026-09-28\|14.51\|-7.70\|15.63\|15.80\|14.31\|116260;2026-09-29\|14.56\|0.34\|14.46\|14.84\|14.23\|67639;2026-09-30\|14.82\|1.79\|14.62\|15.80\|14.62\|115505;2026-10-08\|13.81\|-6.82\|14.89\|15.03\|13.67\|113714;2026-10-09\|13.90\|0.65\|13.81\|14.00\|13.13\|127254;2026-10-12\|13.34\|-4.03\|13.84\|13.88\|13.24\|75669;2026-10-13\|13.54\|1.50\|13.07\|13.59\|12.75\|91461;2026-10-14\|13.37\|-1.26\|13.54\|13.84\|13.31\|57897;2026-10-15\|12.91\|-3.44\|13.02\|13.19\|12.82\|83914;2026-10-16\|12.83\|-0.62\|13.15\|13.30\|12.73\|69856;2026-10-19\|12.87\|0.31\|12.78\|13.47\|12.24\|85412;2026-10-20\|12.96\|0.70\|12.77\|13.14\|12.61\|65065;2026-10-21\|13.12\|1.23\|12.99\|13.24\|12.99\|48287;2026-10-22\|12.37\|-5.72\|13.10\|13.19\|12.30\|62035;2026-10-23\|12.45\|0.65\|12.02\|12.52\|11.38\|113358;2026-10-26\|12.17\|-2.25\|12.38\|12.47\|12.13\|64855;2026-10-27\|11.88\|-2.38\|12.34\|12.45\|11.85\|48874;2026-10-28\|12.22\|2.86\|11.98\|12.32\|11.91\|57470;2026-10-29\|11.80\|-3.44\|12.18\|12.25\|11.77\|55284;2026-10-30\|11.43\|-3.14\|11.51\|12.17\|11.35\|70806;2026-11-02\|11.60\|1.49\|11.50\|11.70\|11.13\|67189;2026-11-03\|11.39\|-1.81\|11.54\|11.96\|11.32\|62548;2026-11-04\|11.78\|3.42\|11.50\|11.79\|11.02\|94874;2026-11-05\|12.14\|3.06\|11.62\|12.35\|11.62\|74115;2026-11-06\|12.21\|0.58\|11.74\|12.64\|11.60\|103819
126261	美股AI算力租赁商Nebius股价暴涨	算力租赁+智算业务+上海国资行业原因：服务器龙头浪潮信息7月7日晚发布业绩预告，预计2026年上半年归母净利润26-31亿元，同比增长226%-288%，印证国产算力需求。公司原因： 1、据2026年6月4日公告，公司为落地双轮驱动战略，拟采购专门用于科学计算设备的算力服务，采购金额预计不超过8亿元，用于搭建适配科学智能领域的算力服务体系。 2、据2026年4月18日年报，公司作为中国领先的第三方数据中心运营商，在“东数西算”枢纽节点共建设运营36个数据中心，截至2025年末运营总电力容量401MW，折算5kw标准机柜约80,200个；公司将持续深化与头部云计算运营商的战略合作，并加速推进智算业务转型，构建双轮驱动业务格局。 3、据2026年4月18日年报，公司控股股东为上海市北高新集团有限公司，实际控制人为上海市静安区国有资产监督管理委员会，具备上海国资背景。	数据中心行业龙头企业，为客户提供完整的数据中心基础设施解决方案，是国内唯一一家同时服务于阿里巴巴、腾讯、百度和网易四大世界级互联网公司的数据中心运营商	2026-06-29\|23.82\|-2.06\|24.26\|24.48\|23.58\|254875;2026-06-30\|25.00\|4.95\|24.00\|25.29\|23.69\|290786;2026-07-01\|25.80\|3.20\|25.19\|26.38\|24.66\|407725;2026-07-02\|25.21\|-2.29\|25.41\|26.55\|25.08\|307939;2026-07-03\|25.21\|0.00\|25.00\|25.65\|25.00\|200409;2026-07-06\|22.97\|-8.89\|24.08\|24.15\|22.69\|458884;2026-07-07\|22.01\|-4.18\|22.90\|23.10\|21.95\|249893;2026-07-08\|24.21\|10.00\|22.13\|24.21\|22.13\|421781;2026-07-09\|24.42\|0.87\|24.30\|24.60\|23.52\|520081;2026-07-10\|25.32\|3.69\|24.04\|26.33\|23.95\|591251;2026-07-13\|26.29\|3.83\|24.99\|26.48\|24.75\|635892;2026-07-14\|24.15\|-8.14\|25.86\|26.12\|23.66\|543047;2026-07-15\|24.05\|-0.41\|23.99\|25.36\|23.71\|339357;2026-07-16\|25.38\|5.53\|24.68\|25.87\|24.30\|602265;2026-07-17\|23.46\|-7.57\|24.45\|25.31\|23.20\|493619;2026-07-20\|24.59\|4.82\|24.00\|25.57\|23.62\|450738;2026-07-21\|26.19\|6.51\|24.70\|26.22\|24.42\|665188;2026-07-22\|26.81\|2.37\|25.83\|26.81\|25.53\|765667;2026-07-23\|26.08\|-2.72\|26.30\|26.54\|25.53\|517612;2026-07-24\|24.22\|-7.13\|25.48\|25.48\|24.16\|393357;2026-07-27\|24.48\|1.07\|23.80\|24.58\|23.51\|272341;2026-07-28\|23.93\|-2.25\|24.00\|24.32\|23.61\|231960;2026-07-29\|24.11\|0.75\|23.89\|24.19\|22.51\|347048;2026-07-30\|23.01\|-4.56\|23.71\|24.12\|22.94\|270135;2026-07-31\|24.28\|5.52\|23.90\|24.85\|23.73\|434333;2026-08-03\|25.40\|4.61\|24.60\|25.89\|24.48\|464303;2026-08-04\|26.24\|3.31\|25.80\|26.39\|25.45\|540506;2026-08-05\|26.40\|0.61\|25.85\|26.86\|25.69\|654751;2026-08-06\|26.01\|-1.48\|25.92\|26.47\|25.66\|424037;2026-08-07\|25.71\|-1.15\|26.06\|26.21\|25.30\|353408;2026-08-10\|25.48\|-0.89\|25.98\|26.10\|25.14\|260307;2026-08-11\|26.28\|3.14\|27.10\|27.10\|25.89\|818742;2026-08-12\|26.88\|2.28\|27.64\|28.00\|26.62\|754654;2026-08-13\|26.40\|-1.79\|27.50\|28.35\|26.40\|781657;2026-08-14\|29.04\|10.00\|26.40\|29.04\|25.74\|1019547;2026-08-17\|29.10\|0.21\|28.52\|29.20\|28.00\|1043100;2026-08-18\|28.35\|-2.58\|28.60\|29.04\|27.88\|665377;2026-08-19\|28.65\|1.06\|27.79\|28.99\|27.07\|830778;2026-08-20\|30.20\|5.41\|28.37\|30.58\|27.99\|1175739;2026-08-21\|27.33\|-9.50\|28.68\|28.95\|27.18\|881792;2026-08-24\|25.20\|-7.79\|27.03\|27.32\|25.01\|616627;2026-08-25\|24.99\|-0.83\|24.51\|25.44\|24.07\|378739;2026-08-26\|24.73\|-1.04\|25.10\|25.18\|24.44\|321069;2026-08-27\|25.25\|2.10\|24.75\|25.34\|24.61\|330406;2026-08-28\|25.13\|-0.48\|25.27\|25.78\|25.10\|311202;2026-08-31\|25.48\|1.39\|24.51\|25.57\|24.50\|291729;2026-09-01\|25.30\|-0.71\|25.30\|25.62\|25.15\|255226;2026-09-02\|24.83\|-1.86\|24.80\|25.20\|24.70\|213735;2026-09-03\|24.94\|0.44\|25.10\|25.26\|24.50\|244002;2026-09-04\|24.72\|-0.88\|25.14\|25.45\|24.61\|274893;2026-09-07\|25.12\|1.62\|24.66\|25.27\|24.54\|221647;2026-09-08\|24.75\|-1.47\|25.09\|25.24\|24.61\|214064;2026-09-09\|24.76\|0.04\|24.67\|24.90\|24.50\|182394;2026-09-10\|23.79\|-3.92\|24.25\|24.38\|23.79\|246374;2026-09-11\|23.46\|-1.39\|23.41\|23.66\|23.20\|183494;2026-09-14\|23.70\|1.02\|23.50\|23.77\|23.30\|134643;2026-09-15\|23.45\|-1.05\|23.70\|23.85\|23.45\|125755;2026-09-16\|23.69\|1.02\|23.38\|23.78\|23.08\|151357;2026-09-17\|23.80\|0.46\|23.60\|24.20\|23.53\|170836;2026-09-18\|24.18\|1.60\|24.00\|24.23\|23.85\|191688;2026-09-21\|24.64\|1.90\|24.28\|24.72\|24.08\|258010;2026-09-22\|25.14\|2.03\|24.69\|25.60\|24.63\|416733;2026-09-23\|24.51\|-2.51\|24.75\|24.93\|24.50\|238426;2026-09-24\|23.95\|-2.28\|24.43\|24.55\|23.95\|149362;2026-09-28\|23.13\|-3.42\|23.95\|23.95\|22.98\|152073;2026-09-29\|23.04\|-0.39\|23.12\|23.25\|22.98\|108209;2026-09-30\|22.92\|-0.52\|23.16\|23.26\|22.83\|99918;2026-10-08\|22.35\|-2.49\|22.92\|23.05\|22.23\|120772;2026-10-09\|22.66\|1.39\|22.20\|22.73\|21.66\|171720;2026-10-12\|22.83\|0.75\|22.62\|23.00\|22.51\|123214;2026-10-13\|22.40\|-1.88\|22.00\|22.83\|21.91\|139701;2026-10-14\|21.28\|-5.00\|22.30\|22.31\|21.22\|196246;2026-10-15\|20.71\|-2.68\|20.50\|21.47\|20.40\|176007;2026-10-16\|20.27\|-2.12\|21.17\|21.33\|20.11\|175892;2026-10-19\|20.80\|2.61\|20.26\|21.11\|20.25\|190149;2026-10-20\|21.21\|1.97\|20.59\|21.22\|20.45\|157859;2026-10-21\|21.77\|2.64\|21.69\|22.05\|21.40\|234751;2026-10-22\|21.01\|-3.49\|21.76\|21.76\|21.01\|169098;2026-10-23\|21.60\|2.81\|20.57\|21.70\|19.97\|250987;2026-10-26\|21.15\|-2.08\|21.37\|21.50\|21.08\|127704;2026-10-27\|20.39\|-3.59\|21.35\|21.49\|20.39\|114786;2026-10-28\|20.48\|0.44\|20.64\|20.84\|20.18\|133716;2026-10-29\|19.91\|-2.78\|20.28\|20.44\|19.88\|143227;2026-10-30\|18.95\|-4.82\|19.60\|19.99\|18.92\|195922;2026-11-02\|20.26\|6.91\|19.72\|20.50\|19.20\|285831;2026-11-03\|19.70\|-2.76\|20.21\|20.36\|19.53\|193437;2026-11-04\|20.35\|3.30\|19.74\|20.37\|19.46\|218163;2026-11-05\|21.40\|5.16\|20.16\|21.59\|20.10\|311963;2026-11-06\|20.61\|-3.60\|20.50\|21.10\|20.40\|199467
126260	光通信龙头Lumentum业绩超预期	高速光模块+NPO/CPO+中报预增行业原因： 1、隔夜美股科技股强劲反弹，谷歌、微软、亚马逊等科技巨头大涨，光通信及AI硬件板块情绪修复。 2、近期，海内外头部云厂商集中发布二季度财报并上修全年资本支出指引。集邦咨询8月3日预测，在AI基础建设需求高涨的背景下，2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%。公司原因： 1、据2026年7月15日公告，公司预计2026年半年度实现归母净利润3.10亿元至3.59亿元，同比增加156.65%至197.18%，主要系高速光模块业务市场需求旺盛，订单大幅增加，产品结构切换推动销售毛利率显著提升。 2、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进扩产保障800G、1.6T产品交付；1.6T产品已完成小批量供货，800G产品保持较高出货占比；目前光模块年化产能为350万支。 3、据2026年5月18日投资者关系活动记录表，公司较早前已启动NPO/CPO相关业务研发，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试	2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983;2026-07-13\|185.32\|-6.92\|194.50\|205.00\|183.45\|235719;2026-07-14\|200.23\|8.05\|188.98\|201.00\|182.01\|265118;2026-07-15\|208.10\|3.93\|202.00\|216.90\|202.00\|331156;2026-07-16\|195.70\|-5.96\|201.98\|213.00\|193.91\|210101;2026-07-17\|176.13\|-10.00\|193.43\|195.58\|176.13\|207655;2026-07-20\|158.52\|-10.00\|176.00\|176.76\|158.52\|226389;2026-07-21\|171.05\|7.90\|154.50\|174.00\|142.67\|369010;2026-07-22\|167.06\|-2.33\|168.47\|180.52\|165.57\|289679;2026-07-23\|169.03\|1.18\|172.00\|180.00\|165.01\|242988;2026-07-24\|166.80\|-1.32\|165.51\|174.89\|163.01\|148929;2026-07-27\|173.78\|4.18\|166.80\|173.97\|164.94\|183581;2026-07-28\|156.40\|-10.00\|165.96\|167.96\|156.40\|146167;2026-07-29\|144.59\|-7.55\|149.80\|150.78\|140.76\|283920;2026-07-30\|130.13\|-10.00\|140.70\|144.40\|130.13\|246349;2026-07-31\|130.25\|0.09\|138.56\|141.85\|130.08\|305426;2026-08-03\|135.17\|3.78\|127.49\|136.98\|125.70\|272671;2026-08-04\|148.69\|10.00\|143.33\|148.69\|137.61\|257775;2026-08-05\|149.56\|0.59\|133.88\|152.31\|133.85\|346419;2026-08-06\|152.80\|2.17\|145.02\|155.77\|143.80\|247823;2026-08-07\|154.78\|1.30\|155.06\|161.45\|152.30\|276040;2026-08-10\|147.92\|-4.43\|156.00\|156.34\|144.39\|225398;2026-08-11\|152.35\|2.99\|147.77\|156.21\|145.58\|187782;2026-08-12\|159.70\|4.82\|153.08\|163.83\|152.00\|209267;2026-08-13\|169.00\|5.82\|163.00\|175.67\|159.30\|385596;2026-08-14\|185.90\|10.00\|170.19\|185.90\|170.00\|397817;2026-08-17\|190.21\|2.32\|190.00\|194.69\|184.00\|384773;2026-08-18\|186.05\|-2.19\|193.44\|194.21\|183.00\|234766;2026-08-19\|167.45\|-10.00\|177.99\|177.99\|167.45\|250198;2026-08-20\|179.09\|6.95\|172.00\|183.50\|165.10\|244744;2026-08-21\|180.97\|1.05\|179.14\|190.85\|177.48\|263010;2026-08-24\|174.99\|-3.30\|183.56\|184.78\|170.74\|197654;2026-08-25\|173.50\|-0.85\|169.50\|178.11\|168.07\|173660;2026-08-26\|190.85\|10.00\|176.50\|190.85\|175.50\|269815;2026-08-27\|198.21\|3.86\|193.00\|201.00\|183.83\|372402;2026-08-28\|192.31\|-2.98\|197.88\|204.50\|191.80\|234394;2026-08-31\|187.60\|-2.45\|185.73\|192.90\|185.00\|168466;2026-09-01\|184.52\|-1.64\|189.00\|189.00\|177.00\|220340;2026-09-02\|180.00\|-2.45\|180.51\|187.50\|179.28\|145794;2026-09-03\|186.31\|3.51\|185.00\|192.37\|184.38\|252297;2026-09-04\|188.37\|1.11\|190.50\|195.88\|185.18\|259444;2026-09-07\|207.21\|10.00\|206.00\|207.21\|202.34\|171571;2026-09-08\|222.30\|7.33\|215.00\|227.83\|213.50\|488811;2026-09-09\|218.99\|-1.49\|228.00\|228.08\|217.28\|279549;2026-09-10\|234.43\|7.05\|215.00\|237.87\|215.00\|324361;2026-09-11\|224.46\|-4.25\|230.03\|236.89\|216.80\|338585;2026-09-14\|218.88\|-2.49\|213.00\|224.38\|207.18\|201754;2026-09-15\|216.40\|-1.13\|217.69\|222.50\|213.13\|165267;2026-09-16\|223.63\|3.34\|219.86\|229.09\|215.44\|260610;2026-09-17\|219.03\|-2.06\|225.00\|228.96\|218.19\|229344;2026-09-18\|227.98\|4.09\|223.41\|235.00\|220.66\|268978;2026-09-21\|223.32\|-2.04\|230.00\|232.00\|221.50\|191039;2026-09-22\|219.00\|-1.93\|226.00\|231.00\|218.01\|208523;2026-09-23\|218.17\|-0.38\|221.00\|222.00\|214.56\|152771;2026-09-24\|209.63\|-3.91\|215.65\|217.77\|208.50\|145612;2026-09-28\|197.37\|-5.85\|205.00\|215.52\|194.00\|187158;2026-09-29\|201.10\|1.89\|197.15\|204.89\|194.20\|150038;2026-09-30\|205.45\|2.16\|205.00\|209.80\|201.19\|209640;2026-10-08\|193.10\|-6.01\|200.97\|209.62\|191.06\|212799;2026-10-09\|193.00\|-0.05\|190.98\|198.74\|184.54\|233609;2026-10-12\|175.87\|-8.88\|188.00\|191.35\|175.63\|202118;2026-10-13\|186.11\|5.82\|168.98\|188.54\|167.22\|220271;2026-10-14\|181.70\|-2.37\|186.50\|189.72\|181.02\|159257;2026-10-15\|167.20\|-7.98\|172.62\|177.95\|165.00\|191229;2026-10-16\|168.51\|0.78\|174.00\|174.00\|166.58\|190625;2026-10-19\|163.81\|-2.79\|165.97\|167.79\|156.74\|184608;2026-10-20\|162.98\|-0.51\|163.42\|166.61\|158.48\|138584;2026-10-21\|173.61\|6.52\|167.02\|179.25\|167.02\|222856;2026-10-22\|156.25\|-10.00\|172.93\|174.18\|156.25\|231713;2026-10-23\|158.38\|1.36\|151.55\|159.88\|144.05\|253873;2026-10-26\|145.89\|-7.89\|154.06\|156.00\|145.00\|189068;2026-10-27\|138.36\|-5.16\|151.51\|152.44\|138.00\|175778;2026-10-28\|145.15\|4.91\|141.12\|146.20\|138.37\|199027;2026-10-29\|130.64\|-10.00\|142.02\|144.80\|130.64\|193095;2026-10-30\|125.20\|-4.16\|120.96\|133.43\|119.01\|242723;2026-11-02\|126.67\|1.17\|130.00\|132.28\|122.34\|265587;2026-11-03\|114.60\|-9.53\|121.02\|125.84\|114.01\|276431;2026-11-04\|121.58\|6.09\|115.23\|123.16\|106.50\|337676;2026-11-05\|116.45\|-4.22\|114.99\|122.79\|112.21\|292240;2026-11-06\|104.81\|-10.00\|104.81\|108.12\|104.81\|237712
126259	光通信龙头Lumentum业绩超预期	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1）参股子公司储翰科技是一家专注于接入网光模块和光组件生产及销售的高新技术企业，拥有从芯片封装到光电器件到光电模块的垂直整合产品线； 2）子公司成都旭瓷具备商用氮化铝全产业链的量产能力，产品涵盖氮化铝粉体(原粉，造粒粉，填料粉)、氮化铝基板、氮化铝结构件、氮化铝高温共烧陶瓷(HTCC)及高端功能器件(陶瓷管壳、加热器、光通信器件、TR组件)，产品被广泛应用于新能源汽车、半导体装备、大功率电力电子模块等高端制造领域，以及低轨卫星、船舶导航等国家战略场景	2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697;2026-09-11\|31.18\|-1.95\|31.00\|32.28\|29.82\|456855;2026-09-14\|33.20\|6.48\|30.64\|33.50\|29.64\|660013;2026-09-15\|32.75\|-1.36\|33.46\|33.88\|32.20\|484469;2026-09-16\|34.03\|3.91\|32.90\|34.86\|32.37\|684176;2026-09-17\|33.88\|-0.44\|34.00\|35.49\|33.32\|632894;2026-09-18\|34.53\|1.92\|35.20\|35.85\|33.14\|614634;2026-09-21\|33.64\|-2.58\|34.54\|35.10\|33.51\|592266;2026-09-22\|33.32\|-0.95\|33.96\|35.49\|33.03\|552114;2026-09-23\|33.45\|0.39\|33.20\|34.55\|32.55\|519067;2026-09-24\|32.57\|-2.63\|33.19\|34.78\|32.13\|795174;2026-09-28\|29.31\|-10.01\|31.77\|32.20\|29.31\|480600;2026-09-29\|29.30\|-0.03\|29.00\|29.75\|28.73\|347002;2026-09-30\|28.68\|-2.12\|29.50\|30.05\|28.45\|329657;2026-10-08\|27.55\|-3.94\|28.45\|28.95\|27.23\|312338;2026-10-09\|26.41\|-4.14\|27.20\|27.35\|24.95\|456696;2026-10-12\|24.82\|-6.02\|26.31\|26.31\|24.77\|309039;2026-10-13\|25.41\|2.38\|24.24\|25.86\|23.12\|361148;2026-10-14\|24.50\|-3.58\|25.40\|25.66\|24.43\|233559;2026-10-15\|23.27\|-5.02\|23.58\|23.88\|22.88\|299209;2026-10-16\|22.98\|-1.25\|23.85\|24.01\|22.75\|272846;2026-10-19\|23.02\|0.17\|22.77\|23.44\|21.75\|285552;2026-10-20\|24.08\|4.60\|23.02\|24.86\|22.70\|408512;2026-10-21\|24.29\|0.87\|24.36\|25.14\|23.90\|335765;2026-10-22\|22.79\|-6.18\|24.41\|24.55\|22.78\|336456;2026-10-23\|23.07\|1.23\|22.59\|23.13\|20.72\|425103;2026-10-26\|22.24\|-3.60\|22.93\|23.01\|22.06\|279172;2026-10-27\|21.50\|-3.33\|22.88\|23.05\|21.48\|234117;2026-10-28\|22.39\|4.14\|21.88\|22.58\|21.50\|332493;2026-10-29\|20.69\|-7.59\|22.27\|22.33\|20.61\|379393;2026-10-30\|18.70\|-9.62\|19.69\|20.45\|18.62\|520620;2026-11-02\|19.14\|2.35\|19.07\|19.54\|18.35\|404433;2026-11-03\|17.83\|-6.84\|18.75\|19.23\|17.68\|348216;2026-11-04\|19.16\|7.46\|17.83\|19.19\|16.81\|546584;2026-11-05\|19.62\|2.40\|18.60\|20.27\|18.51\|448863;2026-11-06\|18.69\|-4.74\|18.58\|19.10\|17.89\|364335
126258	美股存储板块大涨	存储芯片+封装测试+资产剥离行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月25日机构调研，公司控股子公司长兴半导体聚焦存储芯片封装测试，具备全栈式能力，其企业级DRAM产品已实现量产和批量交付，主要应用于服务器和数据中心。 2、据2026年6月3日公告，公司拟转让全资子公司西宁盈新置业100%股权，旨在优化资产结构，降低负债规模，回笼资金以聚焦半导体存储等高增长赛道。 3、据2026年6月25日机构调研及2025年年报，公司确立科技、文旅、资管三核驱动战略，已收购长兴半导体56.25%股权并纳入合并报表，正逐步剥离地产业务向科技驱动型企业转型。	公司拟5.2亿元收购长兴半导体60%股权，切入存储芯片领域	2026-06-29\|3.18\|-7.02\|3.39\|3.45\|3.08\|6828387;2026-06-30\|3.50\|10.06\|3.21\|3.50\|3.18\|2410959;2026-07-01\|3.85\|10.00\|3.51\|3.85\|3.46\|8405412;2026-07-02\|3.69\|-4.16\|3.78\|3.96\|3.69\|6596847;2026-07-03\|3.60\|-2.44\|3.68\|3.75\|3.57\|4270031;2026-07-06\|3.46\|-3.89\|3.75\|3.85\|3.45\|3509334;2026-07-07\|3.33\|-3.76\|3.48\|3.58\|3.28\|2891659;2026-07-08\|3.17\|-4.80\|3.35\|3.41\|3.16\|3044990;2026-07-09\|3.30\|4.10\|3.20\|3.31\|3.14\|3493695;2026-07-10\|3.63\|10.00\|3.35\|3.63\|3.33\|6036429;2026-07-13\|3.36\|-7.44\|3.50\|3.71\|3.31\|5107635;2026-07-14\|3.28\|-2.38\|3.38\|3.42\|3.16\|3379995;2026-07-15\|3.14\|-4.27\|3.38\|3.43\|3.07\|4168809;2026-07-16\|3.05\|-2.87\|3.01\|3.26\|2.98\|3618460;2026-07-17\|2.76\|-9.51\|3.03\|3.07\|2.76\|4147568;2026-07-20\|2.73\|-1.09\|2.80\|2.84\|2.66\|2884907;2026-07-21\|2.83\|3.66\|2.72\|2.83\|2.53\|3367142;2026-07-22\|2.78\|-1.77\|2.75\|2.82\|2.72\|2251340;2026-07-23\|2.77\|-0.36\|2.73\|2.79\|2.72\|1564342;2026-07-24\|2.69\|-2.89\|2.72\|2.76\|2.67\|1538616;2026-07-27\|2.73\|1.49\|2.68\|2.73\|2.64\|1494898;2026-07-28\|2.65\|-2.93\|2.67\|2.73\|2.63\|1903444;2026-07-29\|2.67\|0.75\|2.65\|2.68\|2.56\|2028666;2026-07-30\|2.56\|-4.12\|2.63\|2.67\|2.55\|1815662;2026-07-31\|2.64\|3.12\|2.67\|2.70\|2.64\|2107947;2026-08-03\|2.65\|0.38\|2.59\|2.66\|2.59\|1436986;2026-08-04\|2.72\|2.64\|2.65\|2.74\|2.65\|1765575;2026-08-05\|2.79\|2.57\|2.72\|2.80\|2.70\|2318014;2026-08-06\|2.78\|-0.36\|2.75\|2.79\|2.73\|1696822;2026-08-07\|2.78\|0.00\|2.79\|2.79\|2.69\|1614681;2026-08-10\|2.76\|-0.72\|2.79\|2.82\|2.71\|1285669;2026-08-11\|2.78\|0.72\|2.73\|2.85\|2.72\|2025948;2026-08-12\|2.83\|1.80\|2.79\|2.84\|2.79\|1805853;2026-08-13\|2.75\|-2.83\|2.88\|2.97\|2.75\|2302086;2026-08-14\|3.03\|10.18\|2.77\|3.03\|2.76\|5429446;2026-08-17\|3.10\|2.31\|3.18\|3.23\|2.95\|6760249;2026-08-18\|3.41\|10.00\|3.41\|3.41\|3.31\|3574378;2026-08-19\|3.54\|3.81\|3.25\|3.70\|3.18\|8984007;2026-08-20\|3.25\|-8.19\|3.41\|3.44\|3.24\|5425861;2026-08-21\|3.15\|-3.08\|3.23\|3.24\|3.08\|4007345;2026-08-24\|3.47\|10.16\|3.23\|3.47\|3.23\|4262652;2026-08-25\|3.47\|0.00\|3.31\|3.64\|3.26\|6228493;2026-08-26\|3.36\|-3.17\|3.44\|3.45\|3.33\|4001595;2026-08-27\|3.45\|2.68\|3.36\|3.52\|3.31\|4367510;2026-08-28\|3.38\|-2.03\|3.42\|3.45\|3.36\|3030282;2026-08-31\|3.24\|-4.14\|3.41\|3.44\|3.16\|4293406;2026-09-01\|3.21\|-0.93\|3.20\|3.28\|3.19\|2433458;2026-09-02\|3.11\|-3.12\|3.15\|3.16\|3.08\|2194510;2026-09-03\|3.02\|-2.89\|3.14\|3.15\|3.00\|2344968;2026-09-04\|2.97\|-1.66\|3.01\|3.05\|2.95\|2186095;2026-09-07\|3.02\|1.68\|2.99\|3.04\|2.98\|1957173;2026-09-08\|3.32\|9.93\|3.00\|3.32\|3.00\|5644728;2026-09-09\|3.24\|-2.41\|3.32\|3.40\|3.24\|5940792;2026-09-10\|3.19\|-1.54\|3.24\|3.27\|3.17\|2712760;2026-09-11\|3.11\|-2.51\|3.14\|3.17\|3.05\|2533991;2026-09-14\|3.10\|-0.32\|3.08\|3.12\|3.07\|1649641;2026-09-15\|3.12\|0.65\|3.07\|3.23\|3.04\|3750042;2026-09-16\|3.16\|1.28\|3.07\|3.20\|3.04\|3116274;2026-09-17\|3.15\|-0.32\|3.11\|3.19\|3.10\|2177299;2026-09-18\|3.20\|1.59\|3.19\|3.23\|3.14\|2909330;2026-09-21\|3.27\|2.19\|3.23\|3.33\|3.18\|3325678;2026-09-22\|3.37\|3.06\|3.29\|3.53\|3.26\|5009270;2026-09-23\|3.28\|-2.67\|3.37\|3.50\|3.26\|4252880;2026-09-24\|3.13\|-4.57\|3.25\|3.27\|3.12\|3043290;2026-09-28\|3.04\|-2.88\|3.10\|3.12\|3.03\|1782581;2026-09-29\|3.11\|2.30\|3.04\|3.13\|3.04\|2105575;2026-09-30\|3.06\|-1.61\|3.12\|3.14\|3.01\|1991345;2026-10-08\|3.02\|-1.31\|3.05\|3.08\|2.99\|1536849;2026-10-09\|3.01\|-0.33\|2.99\|3.02\|2.91\|1910995;2026-10-12\|2.93\|-2.66\|2.99\|3.00\|2.92\|1132856;2026-10-13\|2.94\|0.34\|2.87\|2.97\|2.85\|1244802;2026-10-14\|2.86\|-2.72\|2.93\|2.94\|2.86\|1025730;2026-10-15\|2.75\|-3.85\|2.79\|2.83\|2.75\|1373908;2026-10-16\|2.78\|1.09\|2.81\|2.84\|2.75\|1253963;2026-10-19\|2.79\|0.36\|2.74\|2.85\|2.72\|1115276;2026-10-20\|2.83\|1.43\|2.75\|2.84\|2.73\|1028880;2026-10-21\|2.83\|0.00\|2.86\|2.92\|2.83\|1236766;2026-10-22\|2.77\|-2.12\|2.82\|2.85\|2.76\|987943;2026-10-23\|2.83\|2.17\|2.73\|2.83\|2.67\|1445774;2026-10-26\|2.79\|-1.41\|2.79\|2.83\|2.77\|881779;2026-10-27\|2.73\|-2.15\|2.80\|2.83\|2.73\|854460;2026-10-28\|2.78\|1.83\|2.76\|2.82\|2.75\|1054400;2026-10-29\|2.69\|-3.24\|2.77\|2.79\|2.69\|1038301;2026-10-30\|2.59\|-3.72\|2.65\|2.71\|2.58\|1302997;2026-11-02\|2.63\|1.54\|2.61\|2.65\|2.56\|1091616;2026-11-03\|2.61\|-0.76\|2.62\|2.67\|2.58\|1104186;2026-11-04\|2.68\|2.68\|2.61\|2.68\|2.59\|1499593;2026-11-05\|2.72\|1.49\|2.65\|2.75\|2.64\|1389096;2026-11-06\|2.64\|-2.94\|2.62\|2.67\|2.60\|1083076
126257		车路云+智能座舱+北美市场 1、据2025年年报，公司拥有车端、路端及云端相关产品整体研发能力，产品涵盖MEC加融合算法、RSU、OBU、云控平台及调度平台等，具备车路云整体能力。 2、据2026年4月2日业绩说明会，公司新项目主要涉及智能舱驾如智驾域控制器、电子外后视镜和智能网联如5G TBOX、海外版TBOX等领域，部分项目已实现量产或小批量交付。 3、据2026年4月2日业绩说明会，公司物联网产品成功在越南实现量产并首次交付北美运营商，标志着产品正式进入美国市场，实现了海外高端市场的重要突破。	车载终端市场绝对龙头，车联网“软件+硬件+运营平台”供应商，智能驾驶舱已进入供货状态	2026-06-29\|3.54\|-1.12\|3.58\|3.59\|3.44\|185668;2026-06-30\|3.53\|-0.28\|3.53\|3.60\|3.49\|187593;2026-07-01\|3.66\|3.68\|3.60\|3.73\|3.56\|199303;2026-07-02\|3.64\|-0.55\|3.67\|3.80\|3.63\|212128;2026-07-03\|3.75\|3.02\|3.69\|3.79\|3.65\|211505;2026-07-06\|3.61\|-3.73\|3.72\|3.78\|3.59\|192433;2026-07-07\|3.55\|-1.66\|3.58\|3.64\|3.50\|157491;2026-07-08\|3.49\|-1.69\|3.54\|3.54\|3.43\|174634;2026-07-09\|3.48\|-0.29\|3.49\|3.53\|3.39\|186082;2026-07-10\|3.57\|2.59\|3.48\|3.65\|3.42\|228910;2026-07-13\|3.36\|-5.88\|3.55\|3.56\|3.33\|214473;2026-07-14\|3.42\|1.79\|3.37\|3.43\|3.30\|170196;2026-07-15\|3.50\|2.34\|3.40\|3.54\|3.38\|189151;2026-07-16\|3.58\|2.29\|3.45\|3.63\|3.44\|180048;2026-07-17\|3.94\|10.06\|3.90\|3.94\|3.81\|297800;2026-07-20\|3.84\|-2.54\|3.94\|4.00\|3.62\|799128;2026-07-21\|3.60\|-6.25\|3.61\|3.69\|3.46\|511173;2026-07-22\|3.50\|-2.78\|3.51\|3.57\|3.43\|282759;2026-07-23\|3.57\|2.00\|3.45\|3.57\|3.43\|222031;2026-07-24\|3.44\|-3.64\|3.52\|3.55\|3.41\|183449;2026-07-27\|3.59\|4.36\|3.46\|3.67\|3.44\|230895;2026-07-28\|3.70\|3.06\|3.58\|3.74\|3.55\|246086;2026-07-29\|3.82\|3.24\|3.69\|3.84\|3.69\|252042;2026-07-30\|3.81\|-0.26\|3.80\|4.08\|3.78\|295080;2026-07-31\|3.94\|3.41\|4.08\|4.08\|3.84\|405789;2026-08-03\|3.95\|0.25\|3.89\|3.97\|3.89\|243846;2026-08-04\|3.99\|1.01\|3.95\|4.05\|3.93\|194478;2026-08-05\|4.39\|10.03\|4.39\|4.39\|4.39\|94847;2026-08-06\|4.43\|0.91\|4.83\|4.83\|4.39\|1189853;2026-08-07\|4.10\|-7.45\|4.26\|4.39\|4.00\|816470;2026-08-10\|4.10\|0.00\|4.01\|4.15\|4.01\|528780;2026-08-11\|4.06\|-0.98\|4.08\|4.18\|4.02\|385048;2026-08-12\|4.16\|2.46\|4.03\|4.20\|4.00\|430289;2026-08-13\|4.09\|-1.68\|4.16\|4.24\|4.09\|345729;2026-08-14\|4.50\|10.02\|4.09\|4.50\|4.06\|726362;2026-08-17\|4.35\|-3.33\|4.46\|4.46\|4.24\|690587;2026-08-18\|4.34\|-0.23\|4.35\|4.47\|4.25\|585325;2026-08-19\|4.17\|-3.92\|4.30\|4.38\|4.16\|329911;2026-08-20\|4.15\|-0.48\|4.23\|4.24\|4.13\|212277;2026-08-21\|4.17\|0.48\|4.12\|4.18\|4.08\|164654;2026-08-24\|4.07\|-2.40\|4.27\|4.33\|4.02\|294191;2026-08-25\|4.16\|2.21\|3.99\|4.22\|3.96\|408313;2026-08-26\|4.18\|0.48\|4.18\|4.30\|4.16\|261465;2026-08-27\|4.17\|-0.24\|4.18\|4.18\|4.11\|183190;2026-08-28\|4.20\|0.72\|4.18\|4.23\|4.14\|150307;2026-08-31\|4.29\|2.14\|4.17\|4.29\|4.13\|188610;2026-09-01\|4.43\|3.26\|4.25\|4.44\|4.25\|261799;2026-09-02\|4.39\|-0.90\|4.36\|4.40\|4.31\|182926;2026-09-03\|4.37\|-0.46\|4.39\|4.48\|4.32\|226092;2026-09-04\|4.32\|-1.14\|4.81\|4.81\|4.27\|771725;2026-09-07\|4.27\|-1.16\|4.23\|4.38\|4.23\|442314;2026-09-08\|4.27\|0.00\|4.27\|4.31\|4.20\|253589;2026-09-09\|4.17\|-2.34\|4.25\|4.30\|4.17\|181828;2026-09-10\|4.13\|-0.96\|4.15\|4.16\|4.09\|143918;2026-09-11\|4.10\|-0.73\|4.10\|4.11\|4.00\|144791;2026-09-14\|4.12\|0.49\|4.06\|4.20\|4.05\|146241;2026-09-15\|4.01\|-2.67\|4.08\|4.15\|4.00\|135281;2026-09-16\|4.03\|0.50\|4.00\|4.05\|3.92\|126506;2026-09-17\|4.09\|1.49\|4.01\|4.10\|3.98\|132810;2026-09-18\|4.03\|-1.47\|4.09\|4.13\|4.01\|136834;2026-09-21\|4.06\|0.74\|4.03\|4.07\|4.01\|114172;2026-09-22\|4.11\|1.23\|4.07\|4.13\|4.04\|151925;2026-09-23\|4.00\|-2.68\|4.09\|4.09\|3.99\|146405;2026-09-24\|4.02\|0.50\|3.98\|4.29\|3.97\|251278;2026-09-28\|3.99\|-0.75\|4.05\|4.08\|3.97\|131095;2026-09-29\|4.03\|1.00\|3.97\|4.07\|3.96\|156638;2026-09-30\|4.02\|-0.25\|4.09\|4.12\|3.99\|120408;2026-10-08\|3.98\|-0.99\|4.02\|4.09\|3.95\|126258;2026-10-09\|4.07\|2.26\|3.96\|4.10\|3.86\|209359;2026-10-12\|4.03\|-0.98\|4.07\|4.09\|4.00\|98101;2026-10-13\|4.09\|1.49\|4.00\|4.10\|3.95\|169531;2026-10-14\|3.99\|-2.44\|4.09\|4.09\|3.98\|124558;2026-10-15\|3.93\|-1.50\|3.92\|4.00\|3.88\|108548;2026-10-16\|4.00\|1.78\|3.99\|4.08\|3.96\|154631;2026-10-19\|3.99\|-0.25\|4.01\|4.01\|3.90\|119523;2026-10-20\|4.08\|2.26\|4.00\|4.10\|3.96\|169101;2026-10-21\|4.07\|-0.25\|4.08\|4.21\|4.06\|154346;2026-10-22\|3.98\|-2.21\|4.08\|4.10\|3.97\|158464;2026-10-23\|4.19\|5.28\|3.97\|4.20\|3.86\|316114;2026-10-26\|4.14\|-1.19\|4.16\|4.23\|4.05\|218409;2026-10-27\|4.11\|-0.72\|4.15\|4.27\|4.10\|225302;2026-10-28\|4.19\|1.95\|4.11\|4.21\|4.05\|185467;2026-10-29\|4.09\|-2.39\|4.16\|4.29\|4.08\|195832;2026-10-30\|3.88\|-5.13\|4.01\|4.10\|3.87\|215459;2026-11-02\|4.08\|5.15\|3.86\|4.09\|3.71\|246260;2026-11-03\|4.03\|-1.23\|4.03\|4.14\|4.01\|123580;2026-11-04\|4.08\|1.24\|4.02\|4.10\|3.98\|145715;2026-11-05\|4.24\|3.92\|4.07\|4.24\|4.06\|204521;2026-11-06\|4.17\|-1.65\|4.11\|4.22\|4.10\|124925
126256	《生态环境法典》2026年8月15日起正式施行	净水概念+BAF污水处理+股东增持 1、据2025年年报，公司是国内生物滤池BAF工艺技术及应用领先企业，专业从事水环境治理，提供包括技术方案、工程设计、系统集成、设备制造在内的全生命周期服务。 2、据2025年年报，公司拥有“魔方尊”“魔方磁”等系列装备，在黑臭水体治理、医疗废水治理等领域具备核心技术优势。 3、据2026年7月31日公告，公司持股5%以上股东王根九、王凤仙及其一致行动人于2026年7月29日至7月31日期间通过集中竞价方式增持公司股份，合计持股比例由18.29%增加至20.00%。	公司主要从事水环境治理业务，涵盖城镇污水和工业废水处理设施的新建及提标改造、村镇污水处理、黑臭水体治理等领域	2026-06-29\|10.72\|1.13\|11.00\|11.39\|10.16\|69709;2026-06-30\|10.54\|-1.68\|10.62\|10.85\|10.30\|57065;2026-07-01\|11.79\|11.86\|10.44\|11.88\|10.41\|98212;2026-07-02\|11.36\|-3.65\|11.99\|12.18\|11.32\|61663;2026-07-03\|12.46\|9.68\|11.59\|12.76\|11.41\|96991;2026-07-06\|13.64\|9.47\|12.35\|13.79\|12.34\|126167;2026-07-07\|13.39\|-1.83\|13.49\|14.09\|13.16\|97129;2026-07-08\|13.17\|-1.64\|13.39\|14.01\|12.90\|70865;2026-07-09\|13.19\|0.15\|13.01\|13.21\|12.63\|52653;2026-07-10\|12.61\|-4.40\|13.06\|13.13\|12.50\|62498;2026-07-13\|13.80\|9.44\|12.57\|14.55\|12.41\|137359;2026-07-14\|14.56\|5.51\|13.50\|14.58\|13.20\|122424;2026-07-15\|15.00\|3.02\|14.78\|15.98\|14.72\|121079;2026-07-16\|15.43\|2.87\|15.80\|15.95\|14.90\|125580;2026-07-17\|14.11\|-8.55\|15.06\|15.67\|14.11\|102564;2026-07-20\|12.53\|-11.20\|13.97\|14.36\|12.27\|114882;2026-07-21\|12.45\|-0.64\|12.78\|13.21\|11.43\|114692;2026-07-22\|12.04\|-3.29\|12.36\|12.78\|11.97\|62024;2026-07-23\|14.16\|17.61\|11.89\|14.16\|11.71\|110262;2026-07-24\|14.79\|4.45\|14.43\|14.85\|13.66\|117398;2026-07-27\|15.06\|1.83\|14.88\|15.30\|14.15\|103813;2026-07-28\|13.64\|-9.43\|15.12\|15.30\|13.52\|99141;2026-07-29\|13.56\|-0.59\|13.65\|13.85\|13.27\|72273;2026-07-30\|13.30\|-1.92\|13.35\|13.72\|13.19\|66842;2026-07-31\|13.50\|1.50\|13.31\|13.94\|13.30\|55625;2026-08-03\|13.04\|-3.41\|13.56\|13.63\|12.80\|68577;2026-08-04\|13.68\|4.91\|13.20\|13.68\|13.06\|56062;2026-08-05\|13.83\|1.10\|13.58\|14.04\|13.43\|55073;2026-08-06\|13.98\|1.08\|13.80\|14.07\|13.69\|50519;2026-08-07\|13.97\|-0.07\|13.90\|14.00\|13.43\|38590;2026-08-10\|14.24\|1.93\|13.88\|14.35\|13.81\|42720;2026-08-11\|14.02\|-1.54\|14.19\|14.30\|13.83\|34752;2026-08-12\|13.98\|-0.29\|14.05\|14.20\|13.90\|28235;2026-08-13\|14.02\|0.29\|13.95\|14.33\|13.86\|36570;2026-08-14\|16.82\|19.97\|13.91\|16.82\|13.80\|129556;2026-08-17\|16.93\|0.65\|17.24\|18.22\|16.65\|195152;2026-08-18\|17.33\|2.36\|17.60\|18.13\|16.80\|163347;2026-08-19\|15.18\|-12.41\|16.88\|16.97\|15.15\|126500;2026-08-20\|15.33\|0.99\|15.89\|15.99\|14.93\|88135;2026-08-21\|15.35\|0.13\|15.30\|15.53\|14.79\|66452;2026-08-24\|16.26\|5.93\|15.28\|16.45\|15.06\|104227;2026-08-25\|17.45\|7.32\|16.59\|17.60\|16.12\|118152;2026-08-26\|16.90\|-3.15\|17.90\|18.16\|16.80\|102841;2026-08-27\|17.25\|2.07\|17.25\|17.33\|16.61\|67201;2026-08-28\|16.35\|-5.22\|16.96\|17.25\|16.28\|84131;2026-08-31\|17.72\|8.38\|16.19\|17.95\|16.10\|97881;2026-09-01\|17.99\|1.52\|17.85\|18.06\|17.29\|67240;2026-09-02\|16.78\|-6.73\|17.87\|18.10\|16.49\|81651;2026-09-03\|16.69\|-0.54\|16.90\|17.00\|16.37\|49368;2026-09-04\|16.35\|-2.04\|16.70\|16.90\|16.21\|40851;2026-09-07\|15.94\|-2.51\|16.45\|16.45\|15.85\|38294;2026-09-08\|16.32\|2.38\|15.94\|16.59\|15.66\|36739;2026-09-09\|16.20\|-0.74\|16.16\|16.34\|16.04\|23038;2026-09-10\|15.81\|-2.41\|16.15\|16.15\|15.75\|23138;2026-09-11\|15.59\|-1.39\|15.64\|15.81\|15.05\|38245;2026-09-14\|15.81\|1.41\|15.60\|15.96\|15.31\|25570;2026-09-15\|15.37\|-2.78\|15.76\|15.81\|15.26\|23765;2026-09-16\|15.38\|0.07\|15.26\|15.50\|15.23\|17999;2026-09-17\|15.66\|1.82\|15.36\|15.68\|15.21\|20230;2026-09-18\|15.86\|1.28\|15.60\|15.92\|15.60\|17021;2026-09-21\|16.00\|0.88\|15.85\|16.25\|15.78\|25943;2026-09-22\|16.22\|1.38\|16.00\|16.29\|15.77\|24325;2026-09-23\|16.22\|0.00\|16.30\|16.30\|15.96\|16782;2026-09-24\|16.02\|-1.23\|16.27\|16.33\|15.88\|16985;2026-09-28\|15.66\|-2.25\|16.11\|16.36\|15.52\|22676;2026-09-29\|15.82\|1.02\|15.60\|16.16\|15.60\|22349;2026-09-30\|16.02\|1.26\|15.95\|16.05\|15.69\|18981;2026-10-08\|16.20\|1.12\|16.14\|16.55\|15.95\|19980;2026-10-09\|15.69\|-3.15\|16.32\|16.36\|14.91\|35108;2026-10-12\|15.00\|-4.40\|15.73\|15.73\|14.93\|26807;2026-10-13\|16.57\|10.47\|14.92\|18.00\|14.44\|157610;2026-10-14\|15.89\|-4.10\|16.42\|16.48\|15.30\|117666;2026-10-15\|15.61\|-1.76\|15.62\|16.40\|15.35\|61975;2026-10-16\|15.83\|1.41\|16.00\|16.20\|15.48\|52670;2026-10-19\|15.72\|-0.69\|15.96\|16.06\|15.16\|46465;2026-10-20\|16.02\|1.91\|15.68\|16.05\|15.42\|42441;2026-10-21\|16.59\|3.56\|16.10\|17.24\|16.02\|56584;2026-10-22\|15.54\|-6.33\|16.74\|17.20\|15.50\|50234;2026-10-23\|15.47\|-0.45\|15.30\|15.49\|14.48\|64228;2026-10-26\|14.99\|-3.10\|15.35\|15.63\|14.89\|32574;2026-10-27\|14.14\|-5.67\|14.99\|15.24\|14.14\|34636;2026-10-28\|14.32\|1.27\|14.35\|14.48\|13.87\|29849;2026-10-29\|13.99\|-2.30\|14.30\|14.48\|13.91\|20447;2026-10-30\|13.25\|-5.29\|13.72\|14.18\|13.23\|27067;2026-11-02\|13.48\|1.74\|13.25\|13.55\|12.92\|29382;2026-11-03\|13.18\|-2.23\|13.33\|13.84\|13.02\|25017;2026-11-04\|14.10\|6.98\|13.28\|14.29\|13.21\|53771;2026-11-05\|14.53\|3.05\|13.95\|14.81\|13.80\|32678;2026-11-06\|14.33\|-1.38\|14.34\|14.70\|14.03\|25325
126255		拟重大资产重组+复牌+真空镀膜设备+环境监测 1、据2026年8月8日公告，公司拟通过发行股份及支付现金方式购买苏州岚创科技有限公司控股权，并募集配套资金，该交易预计构成重大资产重组。公司股票于8月10日开市起复牌。 2、据2026年8月8日公告，标的公司岚创科技专注于高性能真空镀膜设备，聚焦精密光学薄膜沉积领域，是国内少数在超窄带薄膜滤光片领域实现商业化量产的设备厂商，产品广泛应用于光通信、工业激光等领域。 3、据2025年年度报告，公司主营业务为高端分析测量仪器研制，涵盖环境监测、气象观测等领域，拥有国家级企业技术中心等创新平台，掌握自主知识产权核心技术。	公司拟购岚创科技控股权，押注光学元件	2026-06-29\|20.40\|4.40\|19.31\|21.20\|19.17\|68410;2026-06-30\|20.84\|2.16\|20.25\|21.08\|20.16\|58352;2026-07-01\|20.80\|-0.19\|20.60\|21.07\|20.51\|39318;2026-07-02\|20.16\|-3.08\|20.52\|21.05\|19.98\|48525;2026-07-03\|20.02\|-0.69\|20.00\|20.47\|19.88\|39402;2026-07-06\|19.08\|-4.70\|20.00\|20.36\|19.04\|41190;2026-07-07\|18.45\|-3.30\|19.06\|19.26\|18.43\|31427;2026-07-08\|18.08\|-2.01\|18.45\|18.55\|17.88\|27566;2026-07-09\|18.63\|3.04\|18.03\|18.68\|17.42\|42517;2026-07-10\|18.85\|1.18\|18.48\|19.68\|18.48\|43432;2026-07-13\|17.11\|-9.23\|18.67\|18.93\|17.00\|49891;2026-07-14\|16.89\|-1.29\|17.09\|17.38\|16.46\|41745;2026-07-15\|16.95\|0.36\|16.89\|17.36\|16.64\|30266;2026-07-16\|16.78\|-1.00\|16.95\|17.36\|16.56\|31937;2026-07-17\|15.59\|-7.09\|16.77\|16.84\|15.54\|66836;2026-07-20\|15.23\|-2.31\|15.93\|16.26\|15.08\|53650;2026-07-21\|15.32\|0.59\|15.31\|15.48\|14.00\|55430;2026-07-22\|16.10\|5.09\|15.28\|16.35\|15.04\|78182;2026-07-23\|17.88\|11.06\|16.10\|18.17\|16.01\|92216;2026-07-24\|19.01\|6.32\|17.90\|19.79\|17.51\|173536;2026-08-10\|22.81\|19.99\|22.81\|22.81\|22.81\|8805;2026-08-11\|27.37\|19.99\|27.37\|27.37\|27.37\|6242;2026-08-12\|32.84\|19.99\|32.84\|32.84\|32.84\|20765;2026-08-13\|39.41\|20.01\|39.41\|39.41\|39.41\|104075;2026-08-14\|47.29\|19.99\|45.00\|47.29\|41.46\|782883;2026-08-17\|54.77\|15.82\|49.20\|55.88\|48.50\|437900;2026-08-18\|56.50\|3.16\|55.81\|58.80\|53.40\|388532;2026-08-24\|55.10\|-2.48\|55.34\|57.60\|52.23\|332955;2026-08-25\|53.40\|-3.09\|54.30\|55.66\|52.61\|249489;2026-08-26\|51.80\|-3.00\|54.34\|54.35\|50.44\|248438;2026-08-27\|54.40\|5.02\|52.65\|55.50\|51.98\|317604;2026-08-28\|50.91\|-6.42\|52.52\|52.99\|49.90\|293839;2026-08-31\|50.33\|-1.14\|48.10\|50.98\|47.78\|161561;2026-09-01\|51.43\|2.19\|50.50\|52.18\|49.52\|178069;2026-09-02\|51.07\|-0.70\|51.43\|52.88\|50.52\|165434;2026-09-03\|45.80\|-10.32\|51.09\|51.80\|44.10\|290342;2026-09-04\|46.45\|1.42\|46.00\|48.16\|45.58\|171914;2026-09-07\|50.39\|8.48\|47.70\|50.41\|47.00\|190474;2026-09-08\|49.80\|-1.17\|49.00\|50.09\|47.72\|186314;2026-09-09\|49.00\|-1.61\|50.88\|51.69\|48.60\|177529;2026-09-10\|47.37\|-3.33\|49.00\|49.00\|45.62\|167162;2026-09-11\|50.10\|5.76\|47.99\|50.62\|47.78\|275320;2026-09-14\|49.85\|-0.50\|49.71\|50.38\|47.02\|225018;2026-09-15\|49.59\|-0.52\|50.01\|51.96\|48.80\|224424;2026-09-16\|50.90\|2.64\|49.00\|52.25\|48.91\|242374;2026-09-17\|50.03\|-1.71\|50.90\|51.78\|49.65\|201973;2026-09-18\|54.97\|9.87\|50.04\|55.28\|49.50\|341263;2026-09-21\|56.04\|1.95\|54.12\|56.37\|53.26\|273031;2026-09-22\|57.91\|3.34\|57.09\|60.48\|55.55\|349077;2026-09-23\|60.00\|3.61\|58.01\|61.61\|56.60\|332969;2026-09-24\|56.23\|-6.28\|59.10\|60.20\|56.23\|278416;2026-09-28\|47.48\|-15.56\|56.71\|57.00\|45.99\|344533;2026-09-29\|46.11\|-2.89\|47.40\|47.86\|45.75\|204554;2026-09-30\|44.19\|-4.16\|46.45\|46.80\|43.20\|248871;2026-10-08\|41.00\|-7.22\|44.01\|44.27\|40.63\|190190;2026-10-09\|40.26\|-1.80\|40.68\|41.34\|38.55\|177099;2026-10-12\|37.75\|-6.23\|40.13\|40.27\|37.60\|170326;2026-10-13\|37.90\|0.40\|36.75\|39.44\|35.20\|247321;2026-10-14\|35.60\|-6.07\|37.76\|37.89\|35.50\|171428;2026-10-15\|34.56\|-2.92\|33.67\|37.61\|33.50\|261651;2026-10-16\|35.40\|2.43\|35.01\|37.28\|35.01\|238619;2026-10-19\|36.60\|3.39\|35.40\|37.31\|34.46\|276410;2026-10-20\|37.48\|2.40\|36.10\|38.82\|35.50\|271577;2026-10-21\|38.40\|2.45\|38.03\|41.30\|37.40\|361057;2026-10-22\|35.92\|-6.46\|37.51\|38.57\|35.92\|240619;2026-10-23\|36.06\|0.39\|35.00\|36.65\|31.81\|321224;2026-10-26\|33.90\|-5.99\|35.80\|35.80\|33.30\|189967;2026-10-27\|33.03\|-2.57\|34.54\|35.20\|33.03\|157527;2026-10-28\|33.76\|2.21\|33.44\|34.39\|32.75\|153026;2026-10-29\|31.22\|-7.52\|33.18\|33.94\|31.20\|153723;2026-10-30\|28.97\|-7.21\|29.81\|31.30\|28.50\|189540;2026-11-02\|31.07\|7.25\|29.49\|32.00\|29.20\|212817;2026-11-03\|28.52\|-8.21\|30.83\|30.97\|28.00\|172601;2026-11-04\|30.47\|6.84\|28.52\|31.33\|27.56\|201148;2026-11-05\|31.30\|2.72\|29.00\|31.31\|28.78\|173327;2026-11-06\|29.39\|-6.10\|29.01\|30.40\|28.32\|140487
126254	光通信龙头Lumentum业绩超预期	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681;2026-07-20\|26.29\|-5.77\|28.78\|29.44\|25.30\|557700;2026-07-21\|27.28\|3.77\|26.33\|27.35\|23.66\|826365;2026-07-22\|25.65\|-5.98\|26.80\|27.60\|25.33\|637332;2026-07-23\|27.32\|6.51\|25.66\|28.22\|25.60\|1089088;2026-07-24\|24.64\|-9.81\|26.38\|26.88\|24.60\|830493;2026-07-27\|25.88\|5.03\|24.76\|26.05\|24.31\|643910;2026-07-28\|23.92\|-7.57\|25.39\|26.14\|23.60\|538398;2026-07-29\|23.10\|-3.43\|24.07\|24.25\|22.06\|555165;2026-07-30\|21.56\|-6.67\|23.07\|23.84\|21.12\|556576;2026-07-31\|22.39\|3.85\|23.00\|23.72\|22.35\|913274;2026-08-03\|22.95\|2.50\|21.80\|23.12\|21.80\|660114;2026-08-04\|23.84\|3.88\|23.50\|24.15\|23.03\|797916;2026-08-05\|26.22\|9.98\|22.80\|26.22\|22.80\|1055755;2026-08-06\|26.51\|1.11\|26.68\|27.26\|25.68\|1034211;2026-08-07\|27.65\|4.30\|26.76\|28.00\|26.30\|1067024;2026-08-10\|27.02\|-2.28\|28.03\|28.14\|26.32\|780049;2026-08-11\|27.10\|0.30\|26.75\|27.80\|26.22\|656264;2026-08-12\|28.31\|4.46\|27.01\|28.66\|26.88\|870776;2026-08-13\|27.15\|-4.10\|28.73\|29.38\|27.11\|936591;2026-08-14\|29.87\|10.02\|27.16\|29.87\|27.15\|1132083;2026-08-17\|30.70\|2.78\|30.95\|31.13\|29.98\|1261228;2026-08-18\|29.50\|-3.91\|30.70\|31.18\|29.23\|925352;2026-08-19\|26.55\|-10.00\|28.00\|28.58\|26.55\|671433;2026-08-20\|27.74\|4.48\|26.96\|28.40\|26.18\|677790;2026-08-21\|28.53\|2.85\|27.45\|29.17\|26.80\|728307;2026-08-24\|27.80\|-2.56\|28.60\|28.77\|26.96\|554188;2026-08-25\|29.02\|4.39\|27.02\|29.98\|26.22\|850692;2026-08-26\|31.92\|9.99\|31.00\|31.92\|31.00\|794684;2026-08-27\|35.11\|9.99\|33.50\|35.11\|33.50\|669805;2026-08-28\|35.92\|2.31\|38.61\|38.62\|35.65\|1909500;2026-08-31\|34.99\|-2.59\|34.63\|36.20\|34.08\|1180197;2026-09-01\|33.84\|-3.29\|35.02\|35.22\|33.70\|816999;2026-09-02\|37.22\|9.99\|33.00\|37.22\|33.00\|1322779;2026-09-03\|39.25\|5.45\|38.40\|40.15\|36.80\|1682267;2026-09-04\|36.46\|-7.11\|39.35\|39.50\|36.06\|1242460;2026-09-07\|36.96\|1.37\|36.77\|37.40\|35.29\|942750;2026-09-08\|40.11\|8.52\|36.95\|40.66\|36.70\|1549444;2026-09-09\|41.58\|3.66\|40.14\|44.00\|38.72\|1691715;2026-09-10\|39.30\|-5.48\|39.50\|40.28\|38.77\|1052285;2026-09-11\|40.71\|3.59\|37.80\|41.01\|37.80\|1080265;2026-09-14\|41.47\|1.87\|39.40\|43.00\|36.64\|1103911;2026-09-15\|41.04\|-1.04\|40.38\|42.97\|39.88\|933676;2026-09-16\|40.27\|-1.88\|40.70\|42.14\|40.17\|930226;2026-09-17\|38.63\|-4.07\|39.84\|41.60\|38.53\|931221;2026-09-18\|39.91\|3.31\|39.30\|40.88\|37.92\|1019400;2026-09-21\|40.68\|1.93\|40.10\|41.19\|39.77\|796135;2026-09-22\|38.79\|-4.65\|41.49\|41.50\|38.67\|867072;2026-09-23\|37.74\|-2.71\|38.55\|38.90\|37.55\|549264;2026-09-24\|36.35\|-3.68\|37.54\|37.70\|36.21\|427621;2026-09-28\|33.29\|-8.42\|36.21\|36.22\|33.01\|528913;2026-09-29\|33.69\|1.20\|33.00\|33.98\|32.76\|347765;2026-09-30\|32.75\|-2.79\|34.30\|34.49\|32.64\|364189;2026-10-08\|32.09\|-2.02\|32.95\|33.38\|31.70\|331513;2026-10-09\|31.29\|-2.49\|31.99\|31.99\|29.74\|381570;2026-10-12\|29.90\|-4.44\|31.05\|31.19\|29.88\|251587;2026-10-13\|30.48\|1.94\|28.50\|30.88\|28.30\|386290;2026-10-14\|30.04\|-1.44\|30.35\|31.70\|29.99\|469759;2026-10-15\|30.14\|0.33\|28.87\|31.44\|28.27\|623082;2026-10-16\|32.39\|7.47\|30.99\|33.15\|30.22\|1085535;2026-10-19\|33.74\|4.17\|32.20\|33.85\|30.95\|961676;2026-10-20\|32.39\|-4.00\|32.30\|33.68\|32.05\|777411;2026-10-21\|31.85\|-1.67\|32.19\|33.25\|31.78\|552972;2026-10-22\|29.01\|-8.92\|31.10\|31.56\|28.78\|668364;2026-10-23\|28.78\|-0.79\|28.59\|29.02\|27.02\|620088;2026-10-26\|26.56\|-7.71\|28.41\|28.59\|26.50\|451974;2026-10-27\|25.81\|-2.82\|27.28\|27.52\|25.77\|353773;2026-10-28\|27.15\|5.19\|26.60\|27.15\|25.85\|481971;2026-10-29\|24.44\|-9.98\|25.51\|25.99\|24.44\|607451;2026-10-30\|22.24\|-9.00\|22.90\|23.95\|22.17\|562723;2026-11-02\|22.80\|2.52\|22.68\|23.13\|21.81\|488820;2026-11-03\|21.92\|-3.86\|22.70\|23.50\|21.75\|507506;2026-11-04\|23.29\|6.25\|22.14\|23.50\|21.03\|683462;2026-11-05\|23.65\|1.55\|22.47\|24.37\|22.29\|612351;2026-11-06\|23.17\|-2.03\|22.46\|24.00\|22.09\|472309
126253	1-7月中国创新药BD交易总金额达1063亿美元	细胞治疗+精准诊断+创新药 1、据2026年8月14日证券时报网报道，北京市发布《关于促进细胞与基因治疗领域高质量发展的若干措施征求意见稿》，公司表示高度重视细胞治疗业务的国际化发展。 2、据2026年7月1日投资者关系管理交流表，公司VUM02注射液已有11个适应症获批临床试验，失代偿期肝硬化Ib/II期完成全部患者入组，特发性肺纤维化完成I期给药；公司精准诊断板块以“国产设备+自主试剂+本地化服务”模式推动业绩增长，国内首款飞行时间质谱法肿瘤伴随诊断试剂盒已获批上市。 3、据2026年4月25日年报，公司主要业务覆盖“精准预防”的细胞存储、“精准诊断”的体外诊断及“细胞治疗”的干细胞、免疫细胞临床应用，形成“精准医疗”产业链。	公司在细胞新药申报方面取得突破，公司全资子公司及参股公司已有1项CAR-T药物获批上市，2项处于Ⅱ期临床试验的干细胞药物，5项获得药物临床试验批准的干细胞药物，根据CDE数据统计，公司干细胞药物获得药物临床试验批准的数量为国内第一	2026-06-29\|17.55\|4.84\|16.60\|17.83\|16.24\|162308;2026-06-30\|17.11\|-2.51\|17.55\|17.61\|17.07\|92302;2026-07-01\|17.96\|4.97\|17.04\|18.08\|16.81\|124118;2026-07-02\|17.99\|0.17\|18.15\|18.66\|17.90\|126166;2026-07-03\|18.55\|3.11\|18.19\|18.76\|18.06\|136294;2026-07-06\|19.44\|4.80\|19.20\|20.41\|19.20\|283055;2026-07-07\|18.21\|-6.33\|19.44\|19.44\|18.18\|190910;2026-07-08\|17.90\|-1.70\|18.23\|18.66\|17.90\|126785;2026-07-09\|17.65\|-1.40\|17.70\|18.39\|17.20\|121871;2026-07-10\|18.37\|4.08\|17.50\|18.86\|17.27\|155092;2026-07-13\|17.98\|-2.12\|18.30\|18.62\|17.86\|114207;2026-07-14\|18.36\|2.11\|18.00\|18.48\|17.55\|106170;2026-07-15\|18.94\|3.16\|18.28\|19.20\|18.15\|157927;2026-07-16\|19.10\|0.84\|18.89\|19.37\|18.46\|154298;2026-07-17\|17.85\|-6.54\|18.97\|19.04\|17.80\|144103;2026-07-20\|18.37\|2.91\|17.85\|18.38\|17.60\|115990;2026-07-21\|18.22\|-0.82\|18.21\|18.36\|17.84\|100703;2026-07-22\|18.48\|1.43\|18.15\|19.09\|18.06\|114736;2026-07-23\|18.63\|0.81\|18.33\|18.86\|18.10\|98065;2026-07-24\|17.80\|-4.46\|18.43\|18.67\|17.75\|83978;2026-07-27\|18.46\|3.71\|17.67\|18.56\|17.45\|99052;2026-07-28\|18.40\|-0.33\|18.41\|18.64\|18.23\|55418;2026-07-29\|18.68\|1.52\|18.49\|18.84\|18.25\|78559;2026-07-30\|18.58\|-0.54\|18.60\|19.13\|18.39\|79928;2026-07-31\|18.77\|1.02\|18.45\|18.94\|18.42\|74726;2026-08-03\|18.93\|0.85\|18.75\|18.95\|18.68\|50854;2026-08-04\|19.03\|0.53\|18.98\|19.36\|18.97\|77352;2026-08-05\|18.95\|-0.42\|19.00\|19.13\|18.83\|69878;2026-08-06\|18.87\|-0.42\|18.98\|19.47\|18.81\|117003;2026-08-07\|19.80\|4.93\|18.87\|19.82\|18.63\|172763;2026-08-10\|19.95\|0.76\|20.11\|20.43\|19.83\|162775;2026-08-11\|19.89\|-0.30\|19.80\|20.38\|19.70\|98119;2026-08-12\|19.88\|-0.05\|19.91\|20.23\|19.78\|90820;2026-08-13\|20.30\|2.11\|19.98\|20.72\|19.77\|167639;2026-08-14\|22.33\|10.00\|22.19\|22.33\|21.48\|452063;2026-08-17\|21.38\|-4.25\|22.33\|22.40\|21.03\|385035;2026-08-18\|22.45\|5.00\|21.30\|23.05\|20.92\|425872;2026-08-19\|20.42\|-9.04\|22.11\|22.19\|20.30\|287322;2026-08-20\|21.08\|3.23\|21.26\|22.09\|20.52\|253391;2026-08-21\|20.03\|-4.98\|20.50\|20.50\|19.71\|196225;2026-08-24\|19.23\|-3.99\|20.08\|20.15\|19.13\|125692;2026-08-25\|19.68\|2.34\|19.13\|19.69\|18.92\|96847;2026-08-26\|19.76\|0.41\|19.66\|20.20\|19.60\|104710;2026-08-27\|19.74\|-0.10\|19.73\|20.14\|19.44\|113113;2026-08-28\|19.65\|-0.46\|19.93\|20.49\|19.60\|104828;2026-08-31\|19.29\|-1.83\|19.46\|19.46\|19.02\|77943;2026-09-01\|19.26\|-0.16\|19.27\|19.42\|19.13\|63713;2026-09-02\|18.84\|-2.18\|19.21\|19.21\|18.83\|78882;2026-09-03\|18.71\|-0.69\|18.82\|18.97\|18.59\|71073;2026-09-04\|18.62\|-0.48\|18.89\|18.99\|18.43\|75098;2026-09-07\|18.62\|0.00\|18.60\|18.77\|18.51\|48041;2026-09-08\|18.74\|0.64\|18.62\|18.85\|18.43\|66008;2026-09-09\|18.39\|-1.87\|18.60\|18.64\|18.37\|60820;2026-09-10\|18.02\|-2.01\|18.44\|18.44\|17.88\|68892;2026-09-11\|17.78\|-1.33\|17.96\|17.96\|17.42\|71228;2026-09-14\|18.06\|1.57\|17.72\|18.09\|17.63\|40068;2026-09-15\|17.83\|-1.27\|18.10\|18.11\|17.80\|31667;2026-09-16\|17.87\|0.22\|17.73\|17.93\|17.65\|45462;2026-09-17\|18.05\|1.01\|17.87\|18.22\|17.81\|53163;2026-09-18\|18.19\|0.78\|18.06\|18.54\|18.06\|68449;2026-09-21\|19.05\|4.73\|18.29\|19.10\|18.23\|113785;2026-09-22\|19.29\|1.26\|19.08\|19.50\|18.80\|127821;2026-09-23\|19.25\|-0.21\|19.20\|19.49\|19.16\|72394;2026-09-24\|18.91\|-1.77\|19.19\|19.90\|18.91\|105193;2026-09-28\|18.77\|-0.74\|19.00\|19.14\|18.63\|70138;2026-09-29\|18.74\|-0.16\|18.77\|19.22\|18.62\|54042;2026-09-30\|19.41\|3.58\|18.95\|19.78\|18.84\|118638;2026-10-08\|18.68\|-3.76\|19.64\|19.75\|18.50\|104027;2026-10-09\|19.10\|2.25\|18.80\|19.13\|18.21\|90561;2026-10-12\|18.53\|-2.98\|19.10\|19.18\|18.52\|58483;2026-10-13\|18.18\|-1.89\|18.40\|18.40\|17.80\|74997;2026-10-14\|17.82\|-1.98\|18.03\|18.12\|17.76\|47092;2026-10-15\|17.37\|-2.53\|17.60\|17.95\|17.25\|71013;2026-10-16\|17.40\|0.17\|17.50\|18.14\|17.22\|90339;2026-10-19\|17.34\|-0.34\|17.38\|17.66\|17.12\|60654;2026-10-20\|17.67\|1.90\|17.28\|17.74\|17.20\|57619;2026-10-21\|17.88\|1.19\|17.63\|18.25\|17.63\|61042;2026-10-22\|17.56\|-1.79\|17.88\|18.26\|17.55\|71707;2026-10-23\|17.80\|1.37\|17.40\|17.83\|16.79\|95360;2026-10-26\|18.00\|1.12\|17.71\|18.18\|17.62\|70792;2026-10-27\|16.95\|-5.83\|18.10\|18.20\|16.95\|90481;2026-10-28\|17.63\|4.01\|17.09\|18.15\|16.96\|91701;2026-10-29\|17.25\|-2.16\|17.67\|17.75\|17.19\|59897;2026-10-30\|17.27\|0.12\|17.11\|17.99\|16.87\|96611;2026-11-02\|17.41\|0.81\|17.26\|17.49\|16.87\|79947;2026-11-03\|17.18\|-1.32\|17.41\|17.48\|17.03\|67053;2026-11-04\|17.52\|1.98\|17.20\|17.63\|16.94\|96782;2026-11-05\|17.86\|1.94\|17.59\|17.98\|17.59\|71524;2026-11-06\|17.55\|-1.74\|17.30\|17.79\|17.27\|57039

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