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
126252	光通信龙头Lumentum业绩超预期	Micro TEC+CPO+光模块 1、据2026年6月17日严重异常波动公告，公司关注到近期涉及碲化铋材料及公司产品价格的市场传闻，经自查公司当前所处的市场环境、行业政策及竞争格局均未发生重大变化，近期未新增通信领域重大客户，亦未获取新增大额订单。 2、据2026年5月19日投资者关系活动记录表，公司应用于400G/800G高速率光模块的Micro TEC产品已批量出货，应用于1.6T高速率光模块的Micro TEC已小批出货；公司已与光模块厂商就TEC在CPO技术中的应用展开对接合作。 3、据2026年4月27日年报及2026年6月13日异常波动公告，公司通信领域销售收入2026年第一季度占比提升至21.36%，其中应用于400G、800G高速率光模块的Micro TEC销售收入占比为15.29%；公司主营半导体热电器件及热电系统，为国内半导体热电行业龙头企业。	在AI智算数据中心市场的驱动下，公司积极关注CPO新型封装技术的发展动态，已与光模块厂商就TEC在上述技术中的应用展开对接合作	2026-06-29\|156.00\|-9.72\|166.07\|171.60\|139.66\|139564;2026-06-30\|168.00\|7.69\|154.00\|169.55\|145.52\|111577;2026-07-01\|150.66\|-10.32\|159.08\|162.56\|148.21\|104507;2026-07-02\|141.12\|-6.33\|138.02\|153.10\|138.02\|101193;2026-07-03\|134.50\|-4.69\|142.80\|145.79\|134.50\|97069;2026-07-06\|122.65\|-8.81\|136.25\|137.49\|121.99\|102741;2026-07-07\|117.21\|-4.44\|122.65\|124.90\|113.60\|90397;2026-07-08\|112.70\|-3.85\|118.08\|122.80\|111.00\|72785;2026-07-09\|115.00\|2.04\|114.71\|115.90\|105.00\|98586;2026-07-10\|108.56\|-5.60\|118.10\|123.55\|108.50\|114414;2026-07-13\|98.00\|-9.73\|109.73\|111.30\|97.10\|88754;2026-07-14\|103.26\|5.37\|99.95\|105.70\|96.11\|67853;2026-07-15\|100.00\|-3.16\|106.26\|107.48\|99.00\|55787;2026-07-16\|92.75\|-7.25\|98.05\|101.25\|92.00\|78226;2026-07-17\|81.29\|-12.36\|94.00\|95.00\|81.00\|87009;2026-07-20\|71.00\|-12.66\|85.06\|85.29\|67.64\|118261;2026-07-21\|84.60\|19.15\|72.37\|85.01\|61.53\|159157;2026-07-22\|80.20\|-5.20\|83.20\|85.99\|79.50\|118685;2026-07-23\|78.00\|-2.74\|81.20\|84.00\|77.10\|76534;2026-07-24\|76.00\|-2.56\|77.77\|80.88\|74.52\|74277;2026-07-27\|80.00\|5.26\|76.00\|80.50\|74.06\|74612;2026-07-28\|71.01\|-11.24\|77.97\|79.87\|70.00\|85659;2026-07-29\|69.62\|-1.96\|71.03\|72.34\|64.88\|94071;2026-07-30\|62.68\|-9.97\|69.36\|69.81\|61.68\|87777;2026-07-31\|66.13\|5.50\|69.50\|73.50\|66.00\|108932;2026-08-03\|65.10\|-1.56\|65.50\|66.79\|62.43\|99380;2026-08-04\|69.99\|7.51\|67.50\|70.88\|65.00\|101285;2026-08-05\|78.65\|12.37\|66.80\|80.40\|66.80\|155686;2026-08-06\|83.80\|6.55\|76.05\|84.50\|76.05\|162134;2026-08-07\|90.50\|8.00\|85.47\|92.00\|84.01\|173475;2026-08-10\|83.40\|-7.85\|92.00\|92.00\|81.90\|161107;2026-08-11\|82.54\|-1.03\|82.14\|84.90\|80.03\|112647;2026-08-12\|84.98\|2.96\|83.57\|86.55\|82.00\|100246;2026-08-13\|82.00\|-3.51\|87.95\|88.43\|82.00\|111768;2026-08-14\|98.40\|20.00\|85.50\|98.40\|85.50\|178022;2026-08-17\|107.91\|9.66\|104.00\|110.94\|98.01\|202661;2026-08-18\|105.76\|-1.99\|108.76\|112.55\|101.89\|155650;2026-08-19\|92.24\|-12.78\|97.55\|99.32\|91.50\|146431;2026-08-20\|94.66\|2.62\|94.00\|98.13\|89.50\|123560;2026-08-21\|91.82\|-3.00\|92.97\|95.65\|90.14\|98567;2026-08-24\|89.45\|-2.58\|91.01\|92.19\|85.81\|92538;2026-08-25\|87.30\|-2.40\|88.00\|88.99\|83.80\|82173;2026-08-26\|86.61\|-0.79\|88.80\|89.26\|82.36\|95791;2026-08-27\|91.66\|5.83\|88.00\|92.35\|86.61\|107843;2026-08-28\|90.17\|-1.63\|90.90\|96.16\|89.77\|125520;2026-08-31\|90.49\|0.35\|86.54\|92.50\|86.10\|78235;2026-09-01\|85.43\|-5.59\|91.00\|91.00\|84.50\|84163;2026-09-02\|83.43\|-2.34\|83.72\|85.00\|82.40\|62978;2026-09-03\|84.00\|0.68\|84.65\|85.49\|81.70\|58335;2026-09-04\|79.50\|-5.36\|84.80\|85.89\|78.50\|78316;2026-09-07\|85.37\|7.38\|80.55\|86.50\|80.50\|92911;2026-09-08\|83.08\|-2.68\|85.37\|85.80\|82.41\|63742;2026-09-09\|82.43\|-0.78\|86.00\|86.16\|81.70\|62668;2026-09-10\|87.84\|6.56\|81.80\|88.49\|80.80\|115921;2026-09-11\|82.66\|-5.90\|86.00\|87.80\|78.78\|123512;2026-09-14\|87.20\|5.49\|81.00\|89.11\|78.50\|120723;2026-09-15\|86.82\|-0.44\|86.50\|89.49\|85.70\|88330;2026-09-16\|92.84\|6.93\|87.05\|93.25\|87.05\|119296;2026-09-17\|91.75\|-1.17\|92.84\|94.60\|91.31\|93778;2026-09-18\|95.90\|4.52\|94.44\|96.50\|92.20\|118882;2026-09-21\|107.90\|12.51\|100.31\|109.98\|100.31\|156225;2026-09-22\|112.39\|4.16\|111.89\|120.00\|110.00\|165807;2026-09-23\|130.61\|16.21\|118.87\|134.86\|115.30\|207293;2026-09-24\|128.28\|-1.78\|133.00\|137.98\|127.60\|183606;2026-09-28\|114.50\|-10.74\|130.00\|132.00\|108.83\|191068;2026-09-29\|114.09\|-0.36\|114.38\|118.98\|112.54\|120928;2026-09-30\|110.50\|-3.15\|116.03\|118.88\|110.10\|115402;2026-10-08\|112.14\|1.48\|114.95\|127.78\|110.46\|166700;2026-10-09\|114.76\|2.34\|110.00\|119.27\|103.77\|193351;2026-10-12\|99.10\|-13.65\|110.00\|110.00\|95.81\|171883;2026-10-13\|100.95\|1.87\|91.00\|104.20\|91.00\|138015;2026-10-14\|96.30\|-4.61\|100.61\|101.45\|95.86\|95306;2026-10-15\|94.73\|-1.63\|91.38\|98.13\|90.99\|97663;2026-10-16\|87.05\|-8.11\|98.40\|98.40\|87.05\|115998;2026-10-19\|84.52\|-2.91\|86.50\|87.98\|78.01\|109408;2026-10-20\|86.19\|1.98\|83.70\|90.27\|82.02\|86980;2026-10-21\|92.75\|7.61\|91.41\|97.00\|89.50\|135040;2026-10-22\|84.60\|-8.79\|92.93\|94.69\|84.57\|102749;2026-10-23\|84.45\|-0.18\|81.34\|85.59\|76.85\|122166;2026-10-26\|77.40\|-8.35\|81.67\|81.92\|77.00\|87308;2026-10-27\|72.71\|-6.06\|79.60\|79.80\|72.00\|76105;2026-10-28\|76.79\|5.61\|75.05\|77.50\|72.99\|85718;2026-10-29\|69.58\|-9.39\|76.50\|77.60\|69.30\|77305;2026-10-30\|65.67\|-5.62\|66.50\|71.64\|64.58\|83532;2026-11-02\|67.10\|2.18\|66.00\|68.80\|64.62\|80364;2026-11-03\|60.87\|-9.28\|65.70\|66.66\|60.00\|86132;2026-11-04\|67.90\|11.55\|62.00\|68.39\|58.52\|109099;2026-11-05\|68.25\|0.52\|64.78\|71.68\|64.70\|104743;2026-11-06\|64.18\|-5.96\|62.00\|66.45\|60.98\|76239
126251	宇树科技上市在即	机器人+电子皮肤+高分子新材料行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年4月17日年报，公司坚定看好由人工智能、具身机器人驱动的下一轮科技革命，累计持有若铂机器人30%股权，若铂聚焦伺服驱动与控制系统；同时公司依托高分子复合材料核心技术，以肤感饰面材料为基础，开展机器人皮肤、肌肉及骨骼系列产品的同源性技术研发。 2、据2026年4月17日年报，公司是“高分子复合饰面装饰材料”细分领域龙头及行业标准制定者，拥有有效授权专利210件。2025年扣非归母净利润同比增长19.80%，主要得益于高分子复合饰面材料板块营收和利润双增长。 3、据2026年4月17日年报及一季报，公司2026年一季度归母净利润1936.79万元，同比增长27.65%；2025年营收30.86亿元，归母净利润同比增长10.46%。	公司参股若铂机器人	2026-06-29\|11.29\|-3.83\|11.75\|11.76\|10.92\|144749;2026-06-30\|11.30\|0.09\|11.20\|11.58\|10.80\|117538;2026-07-01\|12.43\|10.00\|11.22\|12.43\|11.00\|222815;2026-07-02\|12.69\|2.09\|12.43\|13.25\|12.20\|387877;2026-07-03\|13.90\|9.54\|12.89\|13.96\|12.64\|474814;2026-07-06\|14.60\|5.04\|13.65\|14.94\|13.16\|473731;2026-07-07\|13.90\|-4.79\|14.00\|14.50\|13.70\|239510;2026-07-08\|13.52\|-2.73\|13.80\|14.18\|13.44\|213130;2026-07-09\|13.42\|-0.74\|13.57\|13.83\|13.03\|199666;2026-07-10\|13.64\|2.56\|13.11\|13.92\|12.99\|230812;2026-07-13\|12.28\|-9.97\|13.31\|13.46\|12.28\|190132;2026-07-14\|11.92\|-2.93\|11.76\|12.09\|11.43\|160948;2026-07-15\|13.11\|9.98\|12.25\|13.11\|12.25\|97592;2026-07-16\|14.08\|7.40\|13.62\|14.42\|13.40\|414004;2026-07-17\|13.67\|-2.91\|13.94\|14.35\|13.18\|340463;2026-07-20\|12.30\|-10.02\|13.51\|13.98\|12.30\|246365;2026-07-21\|12.25\|-0.41\|11.80\|12.38\|11.07\|331605;2026-07-22\|13.48\|10.04\|11.88\|13.48\|11.80\|400496;2026-07-23\|12.84\|-4.75\|13.42\|13.69\|12.75\|342663;2026-07-24\|11.99\|-6.62\|12.59\|12.63\|11.75\|201979;2026-07-27\|11.81\|-1.50\|12.06\|12.06\|11.35\|163763;2026-07-28\|10.63\|-9.99\|11.65\|11.66\|10.63\|239032;2026-07-29\|9.82\|-7.62\|10.33\|10.60\|9.63\|266310;2026-07-30\|8.88\|-9.57\|9.70\|9.74\|8.84\|288395;2026-07-31\|9.36\|5.41\|9.15\|9.71\|9.06\|276779;2026-08-03\|9.51\|1.60\|9.49\|9.71\|9.17\|165940;2026-08-04\|9.92\|4.31\|9.57\|10.05\|9.46\|164248;2026-08-05\|10.14\|2.22\|9.90\|10.29\|9.73\|119725;2026-08-06\|10.47\|3.25\|10.14\|10.48\|10.00\|148576;2026-08-07\|10.20\|-2.58\|10.43\|10.45\|10.01\|129086;2026-08-10\|11.22\|10.00\|10.31\|11.22\|10.31\|282120;2026-08-11\|10.81\|-3.65\|11.00\|11.25\|10.71\|217580;2026-08-12\|11.45\|5.92\|10.80\|11.82\|10.69\|269225;2026-08-13\|11.12\|-2.88\|11.49\|11.49\|11.10\|185479;2026-08-14\|12.23\|9.98\|11.30\|12.23\|11.22\|316351;2026-08-17\|12.03\|-1.64\|12.33\|12.48\|11.80\|282420;2026-08-18\|12.69\|5.49\|12.00\|12.70\|11.81\|311583;2026-08-19\|11.99\|-5.52\|12.30\|12.77\|11.83\|222462;2026-08-20\|12.15\|1.33\|11.91\|12.18\|11.58\|159405;2026-08-21\|11.90\|-2.06\|12.03\|12.26\|11.72\|135762;2026-08-24\|11.56\|-2.86\|11.86\|11.90\|11.11\|145778;2026-08-25\|12.54\|8.48\|11.60\|12.57\|11.40\|212508;2026-08-26\|12.53\|-0.08\|12.79\|13.39\|12.44\|152516;2026-08-27\|11.99\|-4.31\|12.52\|12.57\|11.85\|199381;2026-08-28\|10.80\|-9.92\|11.64\|11.89\|10.79\|311507;2026-08-31\|11.12\|2.96\|10.55\|11.24\|10.40\|192450;2026-09-01\|10.84\|-2.52\|11.00\|11.05\|10.60\|136923;2026-09-02\|10.51\|-3.04\|10.80\|10.80\|10.37\|120014;2026-09-03\|10.62\|1.05\|10.57\|10.74\|10.43\|84831;2026-09-04\|10.54\|-0.75\|10.68\|11.07\|10.45\|123473;2026-09-07\|10.97\|4.08\|10.60\|11.33\|10.52\|168386;2026-09-08\|10.73\|-2.19\|10.97\|11.07\|10.72\|89186;2026-09-09\|10.58\|-1.40\|10.71\|10.79\|10.51\|71894;2026-09-10\|10.37\|-1.98\|10.58\|10.58\|10.31\|63526;2026-09-11\|10.10\|-2.60\|10.26\|10.36\|9.90\|70471;2026-09-14\|10.35\|2.48\|10.28\|10.57\|10.00\|68666;2026-09-15\|10.10\|-2.42\|10.25\|10.37\|10.10\|44608;2026-09-16\|10.36\|2.57\|10.11\|10.38\|9.95\|67789;2026-09-17\|10.68\|3.09\|10.29\|10.95\|10.25\|128388;2026-09-18\|11.75\|10.02\|10.79\|11.75\|10.73\|234605;2026-09-21\|11.85\|0.85\|11.93\|12.32\|11.76\|224818;2026-09-22\|11.83\|-0.17\|11.97\|12.02\|11.58\|137024;2026-09-23\|11.97\|1.18\|11.80\|12.30\|11.68\|136982;2026-09-24\|11.39\|-4.85\|11.81\|12.03\|11.35\|113285;2026-09-28\|11.33\|-0.53\|11.35\|11.45\|10.95\|137300;2026-09-29\|12.03\|6.18\|11.33\|12.17\|11.11\|145662;2026-09-30\|11.77\|-2.16\|12.15\|12.34\|11.58\|116403;2026-10-08\|11.93\|1.36\|11.68\|12.03\|11.62\|86047;2026-10-09\|11.83\|-0.84\|11.99\|12.13\|11.27\|95695;2026-10-12\|11.50\|-2.79\|11.76\|12.22\|11.46\|98138;2026-10-13\|11.66\|1.39\|11.24\|11.83\|11.01\|83167;2026-10-14\|11.28\|-3.26\|11.64\|11.75\|11.15\|66353;2026-10-15\|10.99\|-2.57\|11.13\|11.94\|10.91\|121798;2026-10-16\|11.65\|6.01\|11.21\|11.91\|11.11\|150826;2026-10-19\|11.70\|0.43\|11.60\|11.92\|11.46\|121604;2026-10-20\|11.81\|0.94\|11.65\|11.98\|11.41\|106178;2026-10-21\|11.84\|0.25\|11.80\|11.98\|11.67\|90063;2026-10-22\|11.35\|-4.14\|11.89\|12.30\|11.35\|135595;2026-10-23\|11.86\|4.49\|10.87\|11.95\|10.87\|131769;2026-10-26\|11.80\|-0.51\|12.00\|12.20\|11.70\|109808;2026-10-27\|10.99\|-6.86\|11.75\|12.00\|10.96\|119715;2026-10-28\|11.42\|3.91\|10.99\|11.86\|10.39\|189945;2026-10-29\|10.43\|-8.67\|11.11\|11.21\|10.29\|162630;2026-10-30\|9.98\|-4.31\|10.10\|10.43\|9.96\|102907;2026-11-02\|10.27\|2.91\|10.05\|10.35\|9.73\|75247;2026-11-03\|9.49\|-7.59\|10.25\|10.30\|9.40\|85115;2026-11-04\|10.21\|7.59\|9.51\|10.38\|9.32\|97777;2026-11-05\|10.77\|5.48\|10.21\|10.98\|10.06\|111721;2026-11-06\|10.69\|-0.74\|10.50\|11.10\|10.36\|86312
126250	美股AI算力租赁商Nebius股价暴涨	业绩高增+算力租赁+半导体材料行业原因：据财闻，阿里云、腾讯云、百度智能云等头部云厂商近期相继上调AI算力产品价格，涨幅普遍在5%至50%之间。海外H100 GPU租赁价格5个月内上涨40%，全行业进入量价齐升的高景气周期。公司原因： 1、据公司2025年年报，公司2025年营收34.52亿元、净利3.09亿元，同比增30.45%、52.59%；2026Q1营收10.16亿元、净利1.43亿元，同比增28.01%、42.06%，味精市占率领先，松茸鲜、酱油等战略大单品放量。 2、据公司2025年年报，子公司莲花科创4月9日以9,250.57万元受让纽菲斯46%股权，布局电子绝缘积层胶膜，延伸半导体材料产业链。 3、据公司2025年年报，在算力业务方面，公司在原有toB服务基础上，积极拓展toC市场，与算力芯片厂商、模型商合作推出“token工厂”模式，面向C端客户提供灵活、高性价比的算力服务。同时，公司持续加大AIAgent及Skills的研发投入，结合AI智能终端硬件，打造面向C端客户的应用场景 4、据公司2025年年报，公司“消费+AI科技”双轮驱动，莲花紫星2025年算力服务收入1.22亿元、同比增51.13%，已部署智算中心并拓展金融、医疗等行业客户。	1、国内在产味精生产商历史最悠久的企业，一季度净利润增长42%； 2、公司将以莲花科创为项目实施主体，积极引入行业实力战略合作伙伴，开展智能计算中心项目合作，在国内主要的算力节点，建设智算中心，高效推动算力租赁业务落地	2026-06-29\|13.32\|-6.85\|14.14\|14.58\|13.25\|2236804;2026-06-30\|14.00\|5.11\|13.35\|14.20\|12.97\|1765133;2026-07-01\|12.97\|-7.36\|14.00\|14.35\|12.83\|2074686;2026-07-02\|12.25\|-5.55\|12.50\|13.02\|12.20\|1863301;2026-07-03\|11.82\|-3.51\|12.25\|12.38\|11.81\|1683773;2026-07-06\|11.54\|-2.37\|12.06\|12.23\|11.47\|1308897;2026-07-07\|11.10\|-3.81\|11.60\|11.88\|11.00\|1296792;2026-07-08\|10.89\|-1.89\|11.20\|11.45\|10.69\|1300125;2026-07-09\|11.00\|1.01\|10.93\|11.24\|10.51\|1440420;2026-07-10\|10.92\|-0.73\|11.00\|11.51\|10.88\|1834704;2026-07-13\|11.05\|1.19\|10.70\|11.48\|10.66\|2467815;2026-07-14\|9.95\|-9.95\|10.70\|10.71\|9.95\|466793;2026-07-15\|10.25\|3.02\|9.30\|10.95\|9.30\|2734814;2026-07-16\|9.92\|-3.22\|9.94\|10.40\|9.80\|1682109;2026-07-17\|8.93\|-9.98\|9.82\|9.87\|8.93\|1827368;2026-07-20\|8.14\|-8.85\|9.10\|9.39\|8.04\|2311746;2026-07-21\|8.61\|5.77\|8.30\|8.63\|7.51\|2253909;2026-07-22\|8.56\|-0.58\|8.51\|8.89\|8.45\|1602137;2026-07-23\|8.71\|1.75\|8.57\|8.95\|8.50\|1486582;2026-07-24\|8.48\|-2.64\|8.51\|8.73\|8.40\|962892;2026-07-27\|8.83\|4.13\|8.38\|8.84\|8.30\|1206454;2026-07-28\|8.56\|-3.06\|8.80\|9.08\|8.50\|1283470;2026-07-29\|8.39\|-1.99\|8.59\|8.63\|8.13\|1283378;2026-07-30\|7.78\|-7.27\|8.40\|8.58\|7.68\|1642102;2026-07-31\|8.13\|4.50\|8.21\|8.48\|8.12\|1878967;2026-08-03\|8.36\|2.83\|8.17\|8.63\|8.05\|1907538;2026-08-04\|9.20\|10.05\|8.45\|9.20\|8.45\|1892891;2026-08-05\|9.58\|4.13\|9.25\|9.70\|9.15\|3311138;2026-08-06\|9.68\|1.04\|9.48\|9.83\|9.40\|2419217;2026-08-07\|9.89\|2.17\|9.65\|9.99\|9.33\|2290558;2026-08-10\|10.88\|10.01\|10.28\|10.88\|9.81\|2803378;2026-08-11\|10.61\|-2.48\|10.87\|11.15\|10.47\|3160931;2026-08-12\|11.45\|7.92\|10.82\|11.55\|10.45\|3518065;2026-08-13\|10.93\|-4.54\|11.60\|12.19\|10.87\|3736171;2026-08-14\|12.02\|9.97\|10.93\|12.02\|10.75\|3020837;2026-08-17\|13.13\|9.23\|12.62\|13.22\|12.34\|5030257;2026-08-18\|12.90\|-1.75\|13.07\|13.38\|12.57\|3586018;2026-08-19\|11.61\|-10.00\|12.32\|12.68\|11.61\|2429881;2026-08-20\|11.02\|-5.08\|11.56\|11.72\|10.92\|2413565;2026-08-21\|11.62\|5.44\|11.02\|11.71\|10.94\|2781678;2026-08-24\|11.33\|-2.50\|11.50\|11.70\|11.04\|1719018;2026-08-25\|11.55\|1.94\|10.99\|11.70\|10.80\|1925810;2026-08-26\|11.35\|-1.73\|11.55\|11.80\|11.15\|1497546;2026-08-27\|11.69\|3.00\|11.42\|11.82\|11.32\|1944317;2026-08-28\|11.94\|2.14\|11.71\|12.38\|11.69\|2719716;2026-08-31\|11.57\|-3.10\|11.71\|12.08\|11.43\|2165779;2026-09-01\|11.63\|0.52\|11.69\|12.16\|11.37\|2345789;2026-09-02\|11.86\|1.98\|11.22\|12.16\|11.01\|2893822;2026-09-03\|12.38\|4.38\|11.87\|12.50\|11.76\|3309549;2026-09-04\|11.88\|-4.04\|12.30\|12.33\|11.45\|2804656;2026-09-07\|12.55\|5.64\|11.69\|12.72\|11.42\|2990127;2026-09-08\|12.39\|-1.27\|12.40\|12.74\|12.18\|2452679;2026-09-09\|12.03\|-2.91\|12.40\|12.58\|12.02\|1938858;2026-09-10\|11.79\|-2.00\|11.76\|12.10\|11.32\|1794075;2026-09-11\|11.98\|1.61\|11.48\|12.28\|11.43\|2056199;2026-09-14\|13.18\|10.02\|11.70\|13.18\|11.53\|2853636;2026-09-15\|12.66\|-3.95\|13.09\|13.17\|12.66\|3224933;2026-09-16\|12.88\|1.74\|12.77\|13.10\|12.50\|2399406;2026-09-17\|12.61\|-2.10\|12.79\|13.12\|12.61\|1807779;2026-09-18\|12.61\|0.00\|12.77\|12.95\|12.40\|1670975;2026-09-21\|12.50\|-0.87\|12.61\|12.77\|12.39\|1406616;2026-09-22\|12.93\|3.44\|12.70\|13.12\|12.70\|2745246;2026-09-23\|13.59\|5.10\|12.89\|14.19\|12.80\|3717671;2026-09-24\|13.04\|-4.05\|13.25\|13.65\|13.00\|2129739;2026-09-28\|12.02\|-7.82\|12.82\|13.32\|12.01\|2118311;2026-09-29\|11.57\|-3.74\|11.75\|11.97\|11.39\|1793566;2026-09-30\|11.46\|-0.95\|11.63\|11.96\|11.45\|1458938;2026-10-08\|11.46\|0.00\|11.75\|12.10\|11.40\|1535731;2026-10-09\|10.76\|-6.11\|11.25\|11.26\|10.31\|2133374;2026-10-12\|10.21\|-5.11\|10.52\|10.66\|10.12\|1300991;2026-10-13\|10.43\|2.15\|9.89\|10.55\|9.74\|1258063;2026-10-14\|10.12\|-2.97\|10.41\|10.58\|10.09\|962446;2026-10-15\|9.71\|-4.05\|9.70\|10.05\|9.66\|948871;2026-10-16\|9.51\|-2.06\|9.85\|9.95\|9.40\|1021494;2026-10-19\|9.69\|1.89\|9.48\|9.85\|9.41\|1126369;2026-10-20\|9.90\|2.17\|9.63\|9.98\|9.56\|991626;2026-10-21\|10.39\|4.95\|9.94\|10.65\|9.91\|1805282;2026-10-22\|9.82\|-5.49\|10.35\|10.36\|9.81\|1233024;2026-10-23\|9.77\|-0.51\|9.75\|9.93\|9.00\|1434602;2026-10-26\|9.55\|-2.25\|9.61\|9.67\|9.31\|837904;2026-10-27\|9.07\|-5.03\|9.65\|9.73\|9.05\|863984;2026-10-28\|9.20\|1.43\|9.20\|9.36\|9.00\|894459;2026-10-29\|8.69\|-5.54\|9.18\|9.25\|8.68\|1068452;2026-10-30\|8.26\|-4.95\|8.38\|8.80\|8.26\|1020327;2026-11-02\|8.53\|3.27\|8.43\|8.58\|8.17\|1075512;2026-11-03\|8.23\|-3.52\|8.42\|8.65\|8.15\|967657;2026-11-04\|8.58\|4.38\|8.23\|8.61\|8.00\|1310527;2026-11-05\|9.01\|5.01\|8.50\|9.17\|8.46\|1470308;2026-11-06\|8.79\|-2.44\|8.62\|8.93\|8.54\|975426
126249		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
126248	《生态环境法典》2026年8月15日起正式施行	钠电池+大气治理+环保催化剂 1、据2026年4月30日年报，公司聚焦钠电池核心赛道攻坚突破，千吨级层状氧化物正极材料生产线和煤基负极小试生产线已建设完成，正极材料处于投产前试制阶段，负极材料已完成客户送样并开启电芯试制。 2、据2026年4月30日年报，公司大气治理业务为传统主业，是国内少数拥有蜂窝式、板式和波纹板式三大类脱硝催化剂的生产线厂家，业务覆盖全国三十多个省份及印度、东南亚等国家和地区。 3、据2026年4月30日年报，公司加快精脱硫水解催化剂、低温催化剂、涂覆催化剂等新产品研发落地与市场化推广，持续强化催化剂全链条优势。	1、公司危废治理业务包括废盐资源化处置、危废填埋和危废集中收集； 2、公司钠离子电池项目定位为第二业绩增长曲线，环卫车领域已实现应用	2026-06-29\|7.83\|-4.04\|7.94\|8.05\|7.34\|125193;2026-06-30\|8.27\|5.62\|7.82\|8.29\|7.81\|100022;2026-07-01\|8.49\|2.66\|8.32\|8.58\|8.00\|73470;2026-07-02\|8.38\|-1.30\|8.56\|8.76\|8.38\|59911;2026-07-03\|8.38\|0.00\|8.54\|8.56\|8.19\|44657;2026-07-06\|8.41\|0.36\|8.36\|8.61\|8.35\|57676;2026-07-07\|8.19\|-2.62\|8.31\|8.40\|8.06\|35614;2026-07-08\|7.98\|-2.56\|8.13\|8.27\|7.92\|33611;2026-07-09\|7.96\|-0.25\|7.94\|8.08\|7.71\|38484;2026-07-10\|8.65\|8.67\|7.92\|8.76\|7.82\|122854;2026-07-13\|8.90\|2.89\|8.66\|9.47\|8.55\|125158;2026-07-14\|8.98\|0.90\|8.90\|9.20\|8.71\|84149;2026-07-15\|8.71\|-3.01\|8.96\|9.00\|8.51\|63461;2026-07-16\|8.90\|2.18\|8.77\|9.10\|8.32\|61430;2026-07-17\|9.03\|1.46\|8.90\|9.34\|8.82\|85158;2026-07-20\|8.13\|-9.97\|9.01\|9.01\|8.13\|77239;2026-07-21\|7.90\|-2.83\|8.03\|8.11\|7.32\|91640;2026-07-22\|7.87\|-0.38\|7.89\|8.18\|7.77\|44207;2026-07-23\|8.16\|3.68\|7.86\|8.16\|7.84\|42245;2026-07-24\|8.09\|-0.86\|8.01\|8.25\|7.95\|40125;2026-07-27\|8.32\|2.84\|7.94\|8.38\|7.94\|42009;2026-07-28\|8.44\|1.44\|8.32\|8.74\|8.22\|38001;2026-07-29\|8.58\|1.66\|8.46\|8.67\|8.35\|38646;2026-07-30\|8.44\|-1.63\|8.66\|8.78\|8.32\|36339;2026-07-31\|8.76\|3.79\|8.58\|8.86\|8.58\|46816;2026-08-03\|8.99\|2.63\|8.76\|9.02\|8.66\|34927;2026-08-04\|9.05\|0.67\|9.04\|9.27\|8.96\|46028;2026-08-05\|8.92\|-1.44\|9.10\|9.10\|8.81\|42614;2026-08-06\|9.10\|2.02\|8.98\|9.11\|8.88\|38325;2026-08-07\|9.05\|-0.55\|9.04\|9.09\|8.83\|33260;2026-08-10\|9.35\|3.31\|9.04\|9.39\|8.95\|32237;2026-08-11\|9.34\|-0.11\|9.25\|9.45\|9.16\|24198;2026-08-12\|9.43\|0.96\|9.35\|9.55\|9.34\|27588;2026-08-13\|9.30\|-1.38\|9.45\|9.50\|9.30\|32742;2026-08-14\|10.23\|10.00\|9.41\|10.23\|9.26\|97803;2026-08-17\|10.13\|-0.98\|10.19\|11.25\|9.95\|230364;2026-08-18\|10.76\|6.22\|10.17\|10.78\|9.89\|175644;2026-08-19\|10.00\|-7.06\|10.65\|11.19\|10.00\|108975;2026-08-20\|11.00\|10.00\|10.16\|11.00\|10.05\|68944;2026-08-21\|10.42\|-5.27\|10.61\|10.78\|10.18\|143333;2026-08-24\|10.39\|-0.29\|10.36\|10.73\|10.27\|78202;2026-08-25\|10.77\|3.66\|10.39\|10.84\|10.23\|70447;2026-08-26\|10.90\|1.21\|10.78\|11.20\|10.75\|77584;2026-08-27\|10.89\|-0.09\|10.93\|11.00\|10.78\|57953;2026-08-28\|11.02\|1.19\|11.10\|11.27\|10.90\|69305;2026-08-31\|11.05\|0.27\|10.97\|11.14\|10.90\|51507;2026-09-01\|11.35\|2.71\|10.94\|11.47\|10.94\|46996;2026-09-02\|11.27\|-0.70\|11.48\|11.50\|11.23\|39701;2026-09-03\|11.01\|-2.31\|11.26\|11.40\|10.94\|40547;2026-09-04\|10.56\|-4.09\|11.01\|11.26\|10.49\|100538;2026-09-07\|10.78\|2.08\|10.70\|10.90\|10.56\|69968;2026-09-08\|11.10\|2.97\|10.80\|11.10\|10.68\|40379;2026-09-09\|11.07\|-0.27\|11.01\|11.24\|10.98\|30303;2026-09-10\|10.59\|-4.34\|11.10\|11.10\|10.56\|29656;2026-09-11\|10.44\|-1.42\|10.56\|10.59\|10.22\|38890;2026-09-14\|10.75\|2.97\|10.34\|10.88\|10.28\|51947;2026-09-15\|10.50\|-2.33\|10.79\|10.89\|10.48\|40568;2026-09-16\|10.51\|0.10\|10.50\|10.58\|10.30\|34540;2026-09-17\|10.51\|0.00\|10.57\|10.58\|10.30\|28598;2026-09-18\|11.34\|7.90\|10.57\|11.56\|10.54\|101121;2026-09-21\|11.43\|0.79\|11.34\|11.54\|11.18\|63050;2026-09-22\|11.39\|-0.35\|11.46\|11.46\|11.21\|43149;2026-09-23\|11.05\|-2.99\|11.34\|11.34\|10.98\|30874;2026-09-24\|11.11\|0.54\|10.96\|11.27\|10.81\|32712;2026-09-28\|10.96\|-1.35\|11.17\|11.21\|10.81\|32594;2026-09-29\|10.99\|0.27\|10.94\|11.10\|10.85\|27891;2026-09-30\|11.01\|0.18\|11.02\|11.10\|10.87\|26673;2026-10-08\|10.80\|-1.91\|11.02\|11.19\|10.72\|24054;2026-10-09\|10.63\|-1.57\|10.78\|11.03\|10.20\|36530;2026-10-12\|10.31\|-3.01\|10.55\|10.73\|10.22\|29891;2026-10-13\|10.44\|1.26\|10.30\|10.49\|9.83\|36647;2026-10-14\|9.96\|-4.60\|10.47\|10.55\|9.94\|24694;2026-10-15\|9.92\|-0.40\|9.89\|10.40\|9.51\|56113;2026-10-16\|9.98\|0.60\|10.00\|10.39\|9.80\|33946;2026-10-19\|9.84\|-1.40\|9.86\|10.20\|9.41\|28383;2026-10-20\|9.90\|0.61\|9.90\|10.20\|9.61\|26424;2026-10-21\|9.83\|-0.71\|9.98\|10.14\|9.81\|22655;2026-10-22\|9.63\|-2.03\|9.86\|9.91\|9.61\|24907;2026-10-23\|9.70\|0.73\|9.44\|9.73\|9.01\|38417;2026-10-26\|9.66\|-0.41\|9.69\|9.84\|9.55\|30729;2026-10-27\|9.36\|-3.11\|9.76\|9.82\|9.31\|21618;2026-10-28\|9.48\|1.28\|9.52\|9.58\|9.24\|26484;2026-10-29\|9.35\|-1.37\|9.54\|9.59\|9.26\|19470;2026-10-30\|8.96\|-4.17\|9.34\|9.48\|8.91\|37396;2026-11-02\|8.97\|0.11\|9.04\|9.14\|8.53\|29818;2026-11-03\|8.83\|-1.56\|9.02\|9.18\|8.71\|30222;2026-11-04\|8.91\|0.91\|9.00\|9.00\|8.55\|35330;2026-11-05\|9.09\|2.02\|8.88\|9.10\|8.81\|31989;2026-11-06\|8.89\|-2.20\|8.88\|9.07\|8.71\|32437
126247	光通信龙头Lumentum业绩超预期	间接参股光芯片+涤纶化纤+创投+国企改革 1、据2025年11月26日互动易，公司参股子公司一村资本有限公司参与投资了熹联光芯微电子，其主营产品聚焦于高速率硅光芯片及光电集成引擎，覆盖从短距到长距的全场景光通信需求。 2、据2026年8月7日公告，公司对无锡锡创联华股权投资合伙企业有限合伙增资，增资后认缴出资额27,000万元，占比51.92%，该合伙企业主要受让一村资本有限公司3.3586%的股权。 3、据2025年年报，公司主要从事涤纶化纤的研发、生产和销售，化纤产品主要为涤纶短纤维，包括水刺专用涤纶短纤维、半消光涤纶短纤维等。 4、据同花顺iFinD数据，公司最终控制人为江阴市人民政府国有资产监督管理办公室，属于国有企业。	公司参股熹联光芯微电子、纵慧芯光等公司，标的主营硅光、CPO等业务	2026-06-29\|5.23\|-0.76\|5.27\|5.30\|5.11\|169765;2026-06-30\|5.30\|1.34\|5.21\|5.32\|5.12\|162682;2026-07-01\|5.39\|1.70\|5.34\|5.49\|5.30\|168910;2026-07-02\|5.33\|-1.11\|5.37\|5.53\|5.31\|163389;2026-07-03\|5.36\|0.56\|5.32\|5.38\|5.27\|174594;2026-07-06\|5.24\|-2.24\|5.36\|5.39\|5.22\|136048;2026-07-07\|5.09\|-2.49\|5.24\|5.24\|5.07\|129970;2026-07-08\|5.05\|-0.79\|5.09\|5.12\|5.02\|92236;2026-07-09\|5.09\|0.79\|5.05\|5.10\|4.90\|148216;2026-07-10\|5.12\|0.59\|5.08\|5.25\|4.98\|167380;2026-07-13\|4.90\|-4.30\|5.15\|5.15\|4.88\|141677;2026-07-14\|4.98\|1.63\|4.86\|4.99\|4.81\|124425;2026-07-15\|4.97\|-0.20\|4.87\|5.05\|4.79\|189657;2026-07-16\|5.05\|1.61\|4.92\|5.11\|4.92\|132679;2026-07-17\|4.90\|-2.97\|5.07\|5.14\|4.85\|150673;2026-07-20\|4.85\|-1.02\|4.94\|5.01\|4.79\|162859;2026-07-21\|4.85\|0.00\|4.84\|4.90\|4.72\|161690;2026-07-22\|4.75\|-2.06\|4.80\|4.86\|4.73\|119253;2026-07-23\|4.87\|2.53\|4.75\|4.89\|4.72\|134198;2026-07-24\|4.70\|-3.49\|4.83\|4.87\|4.70\|124376;2026-07-27\|4.88\|3.83\|4.70\|4.89\|4.68\|138184;2026-07-28\|4.94\|1.23\|4.85\|4.95\|4.83\|94437;2026-07-29\|5.03\|1.82\|4.93\|5.05\|4.90\|135053;2026-07-30\|5.06\|0.60\|5.03\|5.10\|4.99\|131110;2026-07-31\|5.15\|1.78\|5.10\|5.17\|5.08\|122769;2026-08-03\|5.26\|2.14\|5.12\|5.28\|5.12\|107759;2026-08-04\|5.26\|0.00\|5.27\|5.37\|5.23\|131973;2026-08-05\|5.28\|0.38\|5.26\|5.30\|5.20\|124517;2026-08-06\|5.24\|-0.76\|5.26\|5.30\|5.19\|122860;2026-08-07\|5.19\|-0.95\|5.29\|5.31\|5.15\|100678;2026-08-10\|5.28\|1.73\|5.22\|5.29\|5.19\|103436;2026-08-11\|5.24\|-0.76\|5.27\|5.28\|5.19\|79036;2026-08-12\|5.76\|9.92\|5.26\|5.76\|5.23\|294773;2026-08-13\|6.34\|10.07\|6.33\|6.34\|6.33\|258931;2026-08-14\|6.97\|9.94\|6.97\|6.97\|6.73\|1368825;2026-08-17\|6.63\|-4.88\|6.84\|6.93\|6.28\|1569875;2026-08-18\|6.15\|-7.24\|6.55\|6.69\|5.97\|1271536;2026-08-19\|5.54\|-9.92\|5.90\|5.97\|5.54\|724418;2026-08-20\|5.52\|-0.36\|5.50\|5.66\|5.36\|519268;2026-08-21\|5.49\|-0.54\|5.41\|5.53\|5.24\|366316;2026-08-24\|5.45\|-0.73\|5.50\|5.54\|5.38\|274812;2026-08-25\|5.63\|3.30\|5.39\|5.71\|5.37\|381050;2026-08-26\|5.63\|0.00\|5.60\|5.63\|5.53\|306093;2026-08-27\|5.74\|1.95\|5.63\|5.79\|5.58\|391199;2026-08-28\|5.71\|-0.52\|5.71\|5.75\|5.64\|284756;2026-08-31\|5.68\|-0.53\|5.65\|5.71\|5.59\|192081;2026-09-01\|5.72\|0.70\|5.70\|5.77\|5.66\|269653;2026-09-02\|5.62\|-1.75\|5.68\|5.73\|5.60\|181279;2026-09-03\|5.65\|0.53\|5.69\|5.73\|5.60\|235069;2026-09-04\|5.58\|-1.24\|5.67\|5.72\|5.55\|212332;2026-09-07\|5.66\|1.43\|5.55\|5.80\|5.54\|275132;2026-09-08\|5.75\|1.59\|5.65\|5.78\|5.62\|277116;2026-09-09\|5.64\|-1.91\|5.75\|5.76\|5.61\|170408;2026-09-10\|5.56\|-1.42\|5.60\|5.63\|5.55\|110919;2026-09-11\|5.44\|-2.16\|5.50\|5.53\|5.37\|161509;2026-09-14\|5.49\|0.92\|5.41\|5.51\|5.38\|113249;2026-09-15\|5.35\|-2.55\|5.46\|5.50\|5.34\|106546;2026-09-16\|5.45\|1.87\|5.35\|5.47\|5.31\|94044;2026-09-17\|5.37\|-1.47\|5.43\|5.44\|5.34\|85740;2026-09-18\|5.55\|3.35\|5.42\|5.85\|5.38\|359050;2026-09-21\|5.66\|1.98\|5.55\|5.67\|5.50\|266154;2026-09-22\|5.56\|-1.77\|5.65\|5.67\|5.53\|209049;2026-09-23\|5.54\|-0.36\|5.55\|5.69\|5.52\|208472;2026-09-24\|5.45\|-1.62\|5.52\|5.59\|5.43\|128415;2026-09-28\|5.30\|-2.75\|5.45\|5.48\|5.25\|138094;2026-09-29\|5.44\|2.64\|5.30\|5.52\|5.26\|146740;2026-09-30\|5.49\|0.92\|5.48\|5.58\|5.36\|129519;2026-10-08\|5.53\|0.73\|5.49\|5.61\|5.48\|137996;2026-10-09\|5.61\|1.45\|5.51\|5.62\|5.39\|154053;2026-10-12\|5.49\|-2.14\|5.60\|5.62\|5.48\|120423;2026-10-13\|5.62\|2.37\|5.45\|5.75\|5.39\|181325;2026-10-14\|5.45\|-3.02\|5.61\|5.61\|5.43\|143306;2026-10-15\|5.26\|-3.49\|5.32\|5.40\|5.24\|130335;2026-10-16\|5.31\|0.95\|5.32\|5.39\|5.26\|107642;2026-10-19\|5.21\|-1.88\|5.31\|5.32\|5.15\|101656;2026-10-20\|5.26\|0.96\|5.18\|5.27\|5.16\|79756;2026-10-21\|5.29\|0.57\|5.26\|5.37\|5.26\|74315;2026-10-22\|5.14\|-2.84\|5.29\|5.32\|5.13\|75763;2026-10-23\|5.25\|2.14\|5.11\|5.26\|4.94\|130922;2026-10-26\|5.27\|0.38\|5.20\|5.32\|5.18\|70371;2026-10-27\|5.11\|-3.04\|5.27\|5.33\|5.11\|80842;2026-10-28\|5.18\|1.37\|5.15\|5.25\|5.11\|77398;2026-10-29\|5.07\|-2.12\|5.18\|5.21\|5.07\|78215;2026-10-30\|4.81\|-5.13\|4.96\|5.05\|4.81\|143423;2026-11-02\|4.85\|0.83\|4.81\|4.89\|4.73\|95638;2026-11-03\|4.85\|0.00\|4.84\|4.92\|4.80\|73656;2026-11-04\|4.90\|1.03\|4.85\|4.90\|4.75\|168719;2026-11-05\|5.02\|2.45\|4.88\|5.05\|4.86\|124801;2026-11-06\|4.95\|-1.39\|4.88\|5.02\|4.87\|88886
126246	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
126245	光通信龙头Lumentum业绩超预期	CPO+存储芯片+导热材料行业原因： 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2025年9月9日互动易，公司的导热材料已应用于光模块领域。 2、据2026年5月13日互动易，公司主营产品中的导热界面材料可应用于存储芯片，并已有小批量交付；据2025年年报，公司持续优化导热界面材料及整体热管理解决方案，有效解决高速存储芯片在高密度运算下的温控难题，已与德明利等企业建立业务关系。 3、据2025年年报，公司深耕移动通信领域二十余年，主营产品包括导热界面材料、散热组件等，可为客户提供整体热管理解决方案。	公司主营通信设备零部件，为5G应用开发的零部件产品拥有业内领先的性能，提供的产品包括射频与透波防护器件、 EMI及IP防护器件和电子导热散热器件等，可应用于光模块	2026-06-29\|50.04\|8.66\|45.79\|50.38\|44.73\|135914;2026-06-30\|51.59\|3.10\|48.91\|52.65\|47.42\|141198;2026-07-01\|51.16\|-0.83\|50.50\|51.56\|49.03\|101301;2026-07-02\|46.11\|-9.87\|48.98\|49.66\|45.00\|75210;2026-07-03\|42.80\|-7.18\|45.90\|46.83\|42.78\|69403;2026-07-06\|41.22\|-3.69\|43.66\|43.94\|40.18\|58052;2026-07-07\|42.39\|2.84\|41.04\|42.75\|40.45\|54385;2026-07-08\|38.00\|-10.36\|42.08\|42.08\|38.00\|59287;2026-07-09\|40.50\|6.58\|38.85\|40.83\|37.70\|57544;2026-07-10\|38.18\|-5.73\|40.12\|41.78\|38.17\|61772;2026-07-13\|33.66\|-11.84\|37.92\|37.92\|33.57\|57729;2026-07-14\|35.31\|4.90\|34.33\|35.78\|33.23\|42167;2026-07-15\|32.95\|-6.68\|35.32\|35.40\|32.80\|42416;2026-07-16\|31.94\|-3.07\|32.69\|33.50\|31.61\|37018;2026-07-17\|29.50\|-7.64\|31.90\|32.14\|28.91\|45447;2026-07-20\|26.62\|-9.76\|29.95\|30.42\|25.74\|53606;2026-07-21\|29.07\|9.20\|27.48\|29.14\|24.90\|62021;2026-07-22\|27.85\|-4.20\|28.88\|29.78\|27.70\|43803;2026-07-23\|28.17\|1.15\|27.88\|28.68\|27.53\|31860;2026-07-24\|27.78\|-1.38\|27.60\|28.59\|27.37\|24810;2026-07-27\|28.73\|3.42\|27.74\|28.73\|27.34\|33303;2026-07-28\|27.37\|-4.73\|28.20\|28.76\|27.22\|33509;2026-07-29\|27.17\|-0.73\|27.38\|27.50\|26.00\|36602;2026-07-30\|25.50\|-6.15\|27.08\|27.15\|25.20\|33072;2026-07-31\|26.95\|5.69\|27.14\|27.79\|26.80\|40993;2026-08-03\|27.26\|1.15\|26.80\|27.27\|26.40\|27362;2026-08-04\|29.27\|7.37\|27.57\|29.50\|27.51\|50534;2026-08-05\|30.38\|3.79\|28.85\|30.67\|28.83\|49608;2026-08-06\|31.03\|2.14\|29.98\|31.38\|29.29\|47083;2026-08-07\|32.00\|3.13\|31.12\|32.10\|30.58\|43744;2026-08-10\|31.19\|-2.53\|32.00\|32.00\|30.72\|29904;2026-08-11\|31.14\|-0.16\|31.13\|31.68\|30.51\|23760;2026-08-12\|31.92\|2.50\|31.16\|32.18\|31.03\|27281;2026-08-13\|31.35\|-1.79\|32.28\|32.82\|31.35\|33199;2026-08-14\|37.62\|20.00\|34.84\|37.62\|33.50\|122043;2026-08-17\|41.55\|10.45\|41.01\|43.27\|39.54\|196180;2026-08-18\|39.19\|-5.68\|41.14\|42.70\|38.86\|153134;2026-08-19\|36.20\|-7.63\|38.98\|39.14\|36.05\|105329;2026-08-20\|40.20\|11.05\|37.20\|42.50\|35.79\|113619;2026-08-21\|40.39\|0.47\|39.80\|40.95\|38.22\|94637;2026-08-24\|41.10\|1.76\|43.86\|45.00\|41.00\|178214;2026-08-25\|39.00\|-5.11\|41.72\|42.20\|37.68\|119448;2026-08-26\|36.52\|-6.36\|38.50\|38.50\|35.74\|110711;2026-08-27\|37.32\|2.19\|36.52\|37.76\|36.03\|100023;2026-08-28\|37.94\|1.66\|36.66\|39.79\|36.51\|109818;2026-08-31\|38.73\|2.08\|37.00\|39.69\|36.80\|86236;2026-09-01\|37.44\|-3.33\|38.63\|38.71\|37.06\|59922;2026-09-02\|36.22\|-3.26\|36.93\|37.02\|35.88\|51335;2026-09-03\|38.59\|6.54\|36.68\|39.88\|36.65\|107385;2026-09-04\|35.70\|-7.49\|38.61\|38.94\|35.35\|86548;2026-09-07\|40.79\|14.26\|35.74\|41.40\|35.74\|124854;2026-09-08\|41.34\|1.35\|40.38\|41.75\|39.60\|106733;2026-09-09\|41.10\|-0.58\|42.07\|42.50\|40.70\|65515;2026-09-10\|40.07\|-2.51\|40.83\|40.90\|39.81\|39170;2026-09-11\|39.22\|-2.12\|39.60\|40.31\|38.10\|42978;2026-09-14\|39.79\|1.45\|39.06\|39.98\|37.50\|41816;2026-09-15\|39.43\|-0.90\|39.51\|42.00\|38.88\|75501;2026-09-16\|42.60\|8.04\|39.01\|43.27\|39.01\|122834;2026-09-17\|42.35\|-0.59\|42.22\|43.00\|41.70\|74383;2026-09-18\|47.87\|13.03\|42.85\|49.10\|42.53\|155767;2026-09-21\|47.58\|-0.61\|46.93\|49.18\|46.93\|101406;2026-09-22\|48.48\|1.89\|48.95\|49.10\|47.77\|84454;2026-09-23\|48.59\|0.23\|48.02\|49.49\|47.52\|78340;2026-09-24\|45.57\|-6.22\|48.21\|48.65\|45.38\|83011;2026-09-28\|41.53\|-8.87\|45.40\|45.40\|40.99\|58848;2026-09-29\|42.93\|3.37\|41.60\|43.84\|41.12\|62693;2026-09-30\|41.49\|-3.35\|43.00\|43.60\|41.41\|52650;2026-10-08\|40.67\|-1.98\|42.07\|42.36\|39.77\|50105;2026-10-09\|39.75\|-2.26\|40.00\|40.79\|37.60\|52219;2026-10-12\|47.70\|20.00\|39.71\|47.70\|39.55\|92773;2026-10-13\|48.53\|1.74\|47.22\|49.87\|45.80\|158226;2026-10-14\|46.99\|-3.17\|48.06\|49.64\|46.99\|101845;2026-10-15\|42.76\|-9.00\|45.00\|46.25\|42.50\|94118;2026-10-16\|41.42\|-3.13\|43.00\|43.70\|40.85\|76203;2026-10-19\|41.45\|0.07\|41.02\|42.00\|38.30\|85079;2026-10-20\|41.22\|-0.55\|41.41\|41.88\|40.00\|56970;2026-10-21\|38.90\|-5.63\|41.38\|41.80\|38.68\|74405;2026-10-22\|35.30\|-9.25\|38.80\|39.25\|35.15\|77355;2026-10-23\|36.60\|3.68\|34.43\|37.04\|32.66\|76606;2026-10-26\|36.96\|0.98\|36.22\|37.85\|35.50\|70499;2026-10-27\|36.88\|-0.22\|37.61\|38.99\|36.80\|69123;2026-10-28\|38.99\|5.72\|36.88\|39.78\|36.01\|73569;2026-10-29\|37.20\|-4.59\|38.26\|39.66\|37.08\|53379;2026-10-30\|35.10\|-5.65\|35.49\|37.69\|34.88\|54705;2026-11-02\|35.68\|1.65\|35.49\|36.35\|34.00\|46009;2026-11-03\|33.18\|-7.01\|34.91\|35.68\|32.77\|48559;2026-11-04\|36.15\|8.95\|33.20\|36.50\|32.18\|56803;2026-11-05\|36.20\|0.14\|35.47\|37.68\|35.20\|45752;2026-11-06\|35.18\|-2.82\|34.00\|36.28\|33.70\|35330
126244	《生态环境法典》2026年8月15日起正式施行	半导体气体检测+碳监测+商业航天检测 1、据2025年2月26日互动易，子公司Orthodyne在线色谱仪可监测电子级气体中ppb级杂质，具备完整半导体行业过程分析解决方案，客户涵盖中芯国际、长江存储及台积电、三星等。 2、据2026年4月13日投资者关系活动记录表，公司碳监测碳计量相关产品已在电力、钢铁、水泥、船舶等行业累计落地上百个试点项目，并参与编制多项国家及团体标准。 3、据2026年1月12日互动易，公司下属子公司Orthodyne主要生产工业色谱仪及分析系统、连续分析仪及工业气体检测器等，并向客户提供全套的过程分析解决方案，其产品已应用于航天领域，检测液氢等火箭燃料中的杂质成分，保障其使用过程安全可靠。	1、国内环境监测和分析仪器龙头；公司拥有电力物联网全品类IoT数据采集设备，当前无线传感网络节点已达到8000万个； 2、公司工业色谱仪已用于航天领域，检测液氢等火箭燃料杂质，服务商业航天	2026-06-29\|8.21\|3.79\|7.89\|8.21\|7.85\|87236;2026-06-30\|8.45\|2.92\|8.20\|8.49\|8.00\|133277;2026-07-01\|8.34\|-1.30\|8.37\|8.55\|8.33\|117485;2026-07-02\|8.38\|0.48\|8.17\|8.57\|8.15\|134442;2026-07-03\|8.31\|-0.84\|8.38\|8.46\|8.28\|89552;2026-07-06\|7.95\|-4.33\|8.25\|8.30\|7.92\|95566;2026-07-07\|7.56\|-4.91\|7.95\|7.95\|7.56\|105972;2026-07-08\|7.18\|-5.03\|7.57\|7.59\|7.16\|90765;2026-07-09\|7.27\|1.25\|7.20\|7.28\|7.02\|72566;2026-07-10\|7.28\|0.14\|7.30\|7.42\|7.20\|59513;2026-07-13\|6.88\|-5.49\|7.25\|7.25\|6.85\|80787;2026-07-14\|7.01\|1.89\|6.88\|7.02\|6.82\|42079;2026-07-15\|7.02\|0.14\|6.96\|7.06\|6.92\|35341;2026-07-16\|7.06\|0.57\|6.99\|7.12\|6.92\|44010;2026-07-17\|6.90\|-2.27\|7.05\|7.12\|6.79\|62372;2026-07-20\|6.97\|1.01\|6.87\|7.10\|6.83\|55801;2026-07-21\|7.03\|0.86\|7.00\|7.06\|6.69\|64568;2026-07-22\|6.90\|-1.85\|7.03\|7.06\|6.88\|42105;2026-07-23\|7.07\|2.46\|6.89\|7.08\|6.86\|49843;2026-07-24\|7.23\|2.26\|7.00\|7.31\|7.00\|101254;2026-07-27\|7.31\|1.11\|7.24\|7.35\|7.16\|99713;2026-07-28\|7.08\|-3.15\|7.14\|7.20\|7.07\|64569;2026-07-29\|7.18\|1.41\|7.04\|7.24\|6.96\|66286;2026-07-30\|7.14\|-0.56\|7.12\|7.19\|7.09\|45756;2026-07-31\|7.20\|0.84\|7.20\|7.26\|7.16\|49068;2026-08-03\|7.32\|1.67\|7.22\|7.34\|7.18\|49709;2026-08-04\|7.31\|-0.14\|7.32\|7.36\|7.26\|48464;2026-08-05\|7.34\|0.41\|7.30\|7.35\|7.27\|48847;2026-08-06\|7.28\|-0.82\|7.33\|7.34\|7.18\|50375;2026-08-07\|7.25\|-0.41\|7.26\|7.30\|7.20\|35817;2026-08-10\|7.41\|2.21\|7.28\|7.42\|7.23\|63014;2026-08-11\|7.34\|-0.94\|7.40\|7.40\|7.30\|33444;2026-08-12\|7.55\|2.86\|7.34\|7.68\|7.30\|84838;2026-08-13\|7.48\|-0.93\|7.55\|7.78\|7.48\|115176;2026-08-14\|8.23\|10.03\|7.48\|8.23\|7.44\|229770;2026-08-17\|7.86\|-4.50\|8.07\|8.15\|7.81\|281742;2026-08-18\|7.82\|-0.51\|7.83\|7.94\|7.73\|145527;2026-08-19\|7.93\|1.41\|7.69\|8.04\|7.62\|201055;2026-08-20\|7.85\|-1.01\|7.80\|7.88\|7.64\|125247;2026-08-21\|7.55\|-3.82\|7.78\|7.78\|7.51\|96540;2026-08-24\|7.20\|-4.64\|7.57\|7.63\|7.18\|99028;2026-08-25\|7.40\|2.78\|7.10\|7.47\|7.08\|81084;2026-08-26\|7.36\|-0.54\|7.44\|7.52\|7.35\|64590;2026-08-27\|7.43\|0.95\|7.38\|7.43\|7.32\|42205;2026-08-28\|7.55\|1.62\|7.44\|7.57\|7.40\|65510;2026-08-31\|7.57\|0.26\|7.47\|7.61\|7.44\|48621;2026-09-01\|7.79\|2.91\|7.59\|7.85\|7.56\|73569;2026-09-02\|7.67\|-1.54\|7.70\|7.73\|7.62\|42672;2026-09-03\|7.61\|-0.78\|7.68\|7.70\|7.58\|39349;2026-09-04\|7.80\|2.50\|7.59\|8.19\|7.59\|141432;2026-09-07\|7.67\|-1.67\|7.79\|7.83\|7.65\|70461;2026-09-08\|7.75\|1.04\|7.67\|7.81\|7.65\|65574;2026-09-09\|7.69\|-0.77\|7.76\|7.78\|7.65\|52476;2026-09-10\|7.62\|-0.91\|7.61\|7.71\|7.57\|36797;2026-09-11\|7.49\|-1.71\|7.60\|7.61\|7.42\|52707;2026-09-14\|7.43\|-0.80\|7.55\|7.56\|7.41\|33699;2026-09-15\|7.31\|-1.62\|7.41\|7.50\|7.31\|44606;2026-09-16\|7.36\|0.68\|7.29\|7.40\|7.26\|35403;2026-09-17\|7.34\|-0.27\|7.32\|7.39\|7.24\|33403;2026-09-18\|7.36\|0.27\|7.39\|7.45\|7.36\|37246;2026-09-21\|7.44\|1.09\|7.42\|7.46\|7.37\|35963;2026-09-22\|7.40\|-0.54\|7.47\|7.47\|7.36\|44957;2026-09-23\|7.35\|-0.68\|7.37\|7.40\|7.30\|27806;2026-09-24\|7.32\|-0.41\|7.35\|7.38\|7.29\|25692;2026-09-28\|7.27\|-0.68\|7.32\|7.69\|7.21\|74356;2026-09-29\|7.25\|-0.28\|7.23\|7.36\|7.20\|49346;2026-09-30\|7.13\|-1.66\|7.28\|7.29\|7.10\|47193;2026-10-08\|7.12\|-0.14\|7.13\|7.20\|7.10\|27602;2026-10-09\|7.19\|0.98\|7.13\|7.20\|6.98\|44116;2026-10-12\|7.12\|-0.97\|7.18\|7.22\|7.12\|26372;2026-10-13\|7.18\|0.84\|7.14\|7.21\|7.00\|32566;2026-10-14\|7.05\|-1.81\|7.19\|7.22\|7.04\|24212;2026-10-15\|6.85\|-2.84\|6.99\|6.99\|6.83\|32550;2026-10-16\|6.86\|0.15\|6.92\|7.00\|6.83\|29892;2026-10-19\|6.84\|-0.29\|6.83\|6.89\|6.76\|24655;2026-10-20\|6.92\|1.17\|6.82\|6.95\|6.81\|25169;2026-10-21\|6.89\|-0.43\|6.93\|6.96\|6.85\|21996;2026-10-22\|6.81\|-1.16\|6.88\|6.92\|6.81\|26301;2026-10-23\|6.80\|-0.15\|6.77\|6.83\|6.48\|56903;2026-10-26\|6.80\|0.00\|6.79\|6.87\|6.75\|27902;2026-10-27\|6.61\|-2.79\|6.86\|6.87\|6.60\|27454;2026-10-28\|6.73\|1.82\|6.68\|6.79\|6.66\|30280;2026-10-29\|6.65\|-1.19\|6.78\|6.80\|6.65\|29136;2026-10-30\|6.59\|-0.90\|6.62\|6.80\|6.51\|39720;2026-11-02\|6.66\|1.06\|6.60\|6.67\|6.51\|36193;2026-11-03\|6.74\|1.20\|6.65\|6.94\|6.63\|48666;2026-11-04\|6.77\|0.45\|6.80\|6.80\|6.64\|52041;2026-11-05\|6.83\|0.89\|6.77\|6.87\|6.71\|57108;2026-11-06\|6.72\|-1.61\|6.67\|6.80\|6.64\|31363
126243	美股存储板块大涨	MEMS芯片+室内设计+订单高增 1、据2026年5月22日投资者关系活动记录表及2025年年报，公司已完成对深迪半导体的战略入股并成为第一大股东，切入MEMS陀螺仪芯片及惯性测量单元IMU的研发与设计赛道，布局第二增长曲线。 2、据2026年第二季度经营简报，截至2026年6月末，公司累计已签约未完工订单金额达43.01亿元，其中设计业务订单33.12亿元，在手订单充裕。 3、据2025年年报及2026年5月14日投资者关系活动记录表，公司是室内设计领域国际领先企业，CCD品牌在酒店设计领域排名全球前列，拥有超1500位设计师。	室内设计领域的国际领先企业之一；公司已完成对深迪半导体的战略入股并成为第一大股东，切入MEMS陀螺仪芯片及惯性测量单元IMU的研发与设计赛道，布局第二增长曲线	2026-06-29\|11.21\|-0.09\|11.08\|11.29\|10.55\|59266;2026-06-30\|11.19\|-0.18\|11.00\|11.55\|11.00\|51603;2026-07-01\|11.50\|2.77\|11.25\|11.70\|10.90\|62960;2026-07-02\|11.45\|-0.43\|11.50\|11.76\|11.40\|39518;2026-07-03\|11.86\|3.58\|11.50\|12.25\|11.50\|60784;2026-07-06\|11.25\|-5.14\|11.77\|11.87\|11.23\|37502;2026-07-07\|10.91\|-3.02\|11.25\|11.46\|10.91\|42149;2026-07-08\|10.73\|-1.65\|10.87\|10.95\|10.61\|22845;2026-07-09\|10.95\|2.05\|10.78\|11.15\|10.63\|46270;2026-07-10\|11.07\|1.10\|10.90\|11.36\|10.56\|40475;2026-07-13\|10.33\|-6.68\|10.97\|11.06\|10.30\|40173;2026-07-14\|10.75\|4.07\|10.34\|10.76\|10.18\|46626;2026-07-15\|10.66\|-0.84\|10.73\|10.80\|10.61\|33960;2026-07-16\|10.69\|0.28\|10.58\|10.98\|10.46\|39652;2026-07-17\|9.99\|-6.55\|10.61\|10.67\|9.92\|42662;2026-07-20\|9.47\|-5.21\|10.01\|10.31\|9.35\|65072;2026-07-21\|9.40\|-0.74\|9.43\|9.60\|8.75\|85699;2026-07-22\|9.13\|-2.87\|9.36\|9.51\|9.07\|46296;2026-07-23\|9.46\|3.61\|9.20\|9.50\|9.04\|44177;2026-07-24\|9.30\|-1.69\|9.41\|9.45\|9.23\|30920;2026-07-27\|9.54\|2.58\|9.23\|9.65\|9.23\|41302;2026-07-28\|9.69\|1.57\|9.50\|10.01\|9.50\|46874;2026-07-29\|9.76\|0.72\|9.71\|9.94\|9.56\|52038;2026-07-30\|9.59\|-1.74\|9.74\|10.07\|9.55\|50443;2026-07-31\|10.11\|5.42\|9.79\|10.18\|9.60\|66419;2026-08-03\|10.02\|-0.89\|10.13\|10.25\|9.96\|57824;2026-08-04\|10.05\|0.30\|10.07\|10.24\|10.01\|45327;2026-08-05\|10.31\|2.59\|10.08\|10.48\|10.05\|51979;2026-08-06\|10.39\|0.78\|10.22\|10.44\|10.17\|35644;2026-08-07\|10.27\|-1.16\|10.35\|10.37\|10.06\|27913;2026-08-10\|10.55\|2.73\|10.27\|10.60\|10.14\|38036;2026-08-11\|10.40\|-1.42\|10.54\|10.54\|10.36\|26145;2026-08-12\|10.47\|0.67\|10.35\|10.51\|10.35\|30091;2026-08-13\|10.27\|-1.91\|10.49\|10.49\|10.24\|34166;2026-08-14\|11.30\|10.03\|10.35\|11.30\|10.23\|86141;2026-08-17\|11.60\|2.65\|11.30\|11.61\|11.00\|209682;2026-08-18\|12.19\|5.09\|11.60\|12.29\|11.48\|212957;2026-08-19\|12.11\|-0.66\|11.98\|12.45\|11.88\|211004;2026-08-20\|13.32\|9.99\|12.49\|13.32\|12.20\|165756;2026-08-21\|13.54\|1.65\|13.32\|13.56\|12.72\|255513;2026-08-24\|13.22\|-2.36\|13.48\|13.84\|12.95\|160066;2026-08-25\|13.12\|-0.76\|13.03\|13.45\|12.95\|137787;2026-08-26\|13.03\|-0.69\|13.34\|13.37\|12.93\|106639;2026-08-27\|13.23\|1.53\|12.99\|13.34\|12.90\|88674;2026-08-28\|13.25\|0.15\|13.43\|13.65\|13.19\|63444;2026-08-31\|13.48\|1.74\|13.07\|13.73\|13.07\|112026;2026-09-01\|13.81\|2.45\|13.46\|13.93\|13.35\|104407;2026-09-02\|14.54\|5.29\|13.73\|14.73\|13.69\|187189;2026-09-03\|15.68\|7.84\|14.90\|15.85\|14.90\|307753;2026-09-04\|14.92\|-4.85\|15.56\|15.95\|14.83\|275392;2026-09-07\|14.38\|-3.62\|15.18\|15.29\|14.31\|213874;2026-09-08\|14.66\|1.95\|14.38\|14.77\|14.24\|172003;2026-09-09\|14.50\|-1.09\|14.55\|14.85\|14.41\|87780;2026-09-10\|14.18\|-2.21\|14.38\|14.55\|14.14\|90423;2026-09-11\|14.01\|-1.20\|14.07\|14.22\|13.76\|95497;2026-09-14\|13.82\|-1.36\|13.85\|14.03\|13.71\|60379;2026-09-15\|14.03\|1.52\|13.73\|14.22\|13.73\|88683;2026-09-16\|14.78\|5.35\|14.00\|14.78\|13.98\|96323;2026-09-17\|15.08\|2.03\|14.65\|15.23\|14.62\|122232;2026-09-18\|15.37\|1.92\|15.10\|15.51\|15.00\|92940;2026-09-21\|16.65\|8.33\|15.49\|16.72\|15.38\|161220;2026-09-22\|17.11\|2.76\|16.65\|17.38\|16.48\|138634;2026-09-23\|17.35\|1.40\|17.44\|18.00\|16.60\|225009;2026-09-24\|16.36\|-4.66\|17.17\|17.20\|16.23\|221412;2026-09-28\|15.87\|-3.00\|16.42\|16.44\|15.25\|126627;2026-09-29\|16.42\|3.47\|15.87\|16.68\|15.87\|105140;2026-09-30\|16.97\|3.35\|16.61\|17.05\|16.26\|131024;2026-10-08\|16.73\|-1.41\|16.91\|17.14\|16.62\|131759;2026-10-09\|18.40\|9.98\|16.73\|18.40\|16.27\|206729;2026-10-12\|18.43\|0.16\|18.72\|19.59\|17.79\|307650;2026-10-13\|20.27\|9.98\|18.39\|20.27\|17.90\|257668;2026-10-14\|20.70\|2.12\|20.70\|21.91\|19.80\|377323;2026-10-15\|19.70\|-4.83\|20.50\|20.58\|19.14\|250909;2026-10-16\|20.87\|5.94\|19.85\|21.27\|19.72\|223625;2026-10-19\|20.87\|0.00\|20.50\|21.73\|20.42\|211522;2026-10-20\|21.96\|5.22\|20.97\|22.33\|20.50\|235637;2026-10-21\|24.16\|10.02\|21.64\|24.16\|21.61\|215893;2026-10-22\|24.65\|2.03\|24.23\|25.48\|23.40\|373696;2026-10-23\|22.19\|-9.98\|23.89\|23.90\|22.19\|209718;2026-10-26\|19.97\|-10.00\|20.45\|21.58\|19.97\|88794;2026-10-27\|20.11\|0.70\|18.65\|21.18\|18.28\|361066;2026-10-28\|19.20\|-4.53\|20.47\|20.50\|18.79\|332344;2026-10-29\|17.28\|-10.00\|17.45\|18.96\|17.28\|183199;2026-10-30\|15.55\|-10.01\|15.55\|15.55\|15.55\|21858;2026-11-02\|17.11\|10.03\|15.00\|17.11\|14.66\|377000;2026-11-03\|18.52\|8.24\|17.83\|18.82\|17.60\|407316;2026-11-04\|20.37\|9.99\|18.75\|20.37\|18.54\|312256;2026-11-05\|21.80\|7.02\|20.78\|22.35\|20.44\|294535;2026-11-06\|20.54\|-5.78\|19.62\|21.29\|19.62\|223896
126242	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
126241		半年报增长+高分红+AI应用 1、据2026年8月13日半年报，公司2026年上半年实现归母净利润1.20亿元，同比增长9.59%，扣非净利润1.19亿元，同比增长13.64%。 2、据2026年8月12日证券时报网，公司拟每10股派发现金红利3.4元含税，延续高分红政策。 3、据2026年8月13日半年报，公司持续深耕能源、环保两大核心领域，推动AI与工程造价、工程设计等业务深度融合，软件与信息化业务实现营收2.15亿元，同比增长13.44%。	1、公司上半年净利润同比增长9.6%，报告期内持续深耕于能源和环保领域，尤其是在数字化、智能化、绿色化发展方面加快了进程，软件与信息化业务的营业收入同比增长了13.44%；公司是国内电力信创龙头企业，是麒麟软件在电力系统唯一合作伙伴，基于麒麟软件深度开发电力系统国产软件，市占率超过80%； 2、全国领先的地表水水质监测设备和运维厂商；公司自主研发的有机物污染土壤热脱附修复技术和重金属污染土壤固化稳定和修复技术，打造高效、精准的土壤治理整体解决方案	2026-06-29\|9.75\|0.52\|9.60\|9.82\|9.41\|35175;2026-06-30\|9.70\|-0.51\|9.71\|9.87\|9.59\|24343;2026-07-01\|9.80\|1.03\|9.69\|9.97\|9.64\|33188;2026-07-02\|9.87\|0.71\|9.78\|10.07\|9.75\|36456;2026-07-03\|10.18\|3.14\|9.85\|10.26\|9.85\|47824;2026-07-06\|10.15\|-0.29\|10.21\|10.34\|10.13\|27576;2026-07-07\|9.82\|-3.25\|10.14\|10.15\|9.82\|26795;2026-07-08\|9.82\|0.00\|9.83\|9.92\|9.65\|28588;2026-07-09\|9.71\|-1.12\|9.86\|9.88\|9.51\|26067;2026-07-10\|9.86\|1.54\|9.70\|10.04\|9.59\|27942;2026-07-13\|9.71\|-1.52\|9.85\|9.98\|9.66\|32834;2026-07-14\|9.98\|2.78\|9.70\|10.00\|9.66\|27692;2026-07-15\|10.17\|1.90\|9.99\|10.25\|9.92\|29352;2026-07-16\|10.34\|1.67\|10.28\|10.50\|10.06\|43973;2026-07-17\|10.23\|-1.06\|10.28\|10.48\|10.18\|43727;2026-07-20\|10.08\|-1.47\|10.28\|10.38\|9.96\|51615;2026-07-21\|9.97\|-1.09\|10.02\|10.16\|9.86\|52377;2026-07-22\|9.87\|-1.00\|9.98\|9.99\|9.75\|34163;2026-07-23\|10.08\|2.13\|9.85\|10.09\|9.81\|29850;2026-07-24\|9.83\|-2.48\|10.05\|10.08\|9.81\|24747;2026-07-27\|9.95\|1.22\|9.83\|10.01\|9.76\|25338;2026-07-28\|10.13\|1.81\|9.88\|10.16\|9.87\|26060;2026-07-29\|10.47\|3.36\|10.16\|10.55\|10.11\|44439;2026-07-30\|10.51\|0.38\|10.47\|10.63\|10.41\|38855;2026-07-31\|10.73\|2.09\|10.51\|10.79\|10.44\|48863;2026-08-03\|10.85\|1.12\|10.74\|10.87\|10.68\|42832;2026-08-04\|10.68\|-1.57\|10.85\|10.92\|10.66\|52807;2026-08-05\|10.71\|0.28\|10.66\|10.80\|10.62\|38988;2026-08-06\|10.78\|0.65\|10.71\|10.82\|10.61\|33692;2026-08-07\|10.68\|-0.93\|10.80\|10.80\|10.52\|31881;2026-08-10\|10.82\|1.31\|10.65\|10.83\|10.62\|28478;2026-08-11\|10.71\|-1.02\|10.76\|10.83\|10.67\|23393;2026-08-12\|10.78\|0.65\|10.67\|10.82\|10.67\|30393;2026-08-13\|11.86\|10.02\|11.86\|11.86\|11.86\|53720;2026-08-14\|13.05\|10.03\|12.39\|13.05\|12.16\|251109;2026-08-17\|12.99\|-0.46\|13.66\|14.11\|12.65\|510644;2026-08-18\|12.68\|-2.39\|12.99\|13.21\|12.43\|347539;2026-08-19\|12.14\|-4.26\|12.35\|12.46\|11.88\|241361;2026-08-20\|11.79\|-2.88\|12.14\|12.15\|11.69\|157821;2026-08-21\|11.75\|-0.34\|11.68\|11.79\|11.54\|114678;2026-08-24\|11.82\|0.60\|11.74\|11.90\|11.70\|127964;2026-08-25\|11.89\|0.59\|11.69\|11.95\|11.63\|99469;2026-08-26\|11.96\|0.59\|11.80\|11.98\|11.75\|94169;2026-08-27\|12.44\|4.01\|11.96\|12.51\|11.90\|174922;2026-08-28\|12.40\|-0.32\|12.52\|12.68\|12.38\|138153;2026-08-31\|12.74\|2.74\|12.26\|12.75\|12.20\|157064;2026-09-01\|12.90\|1.26\|12.74\|12.96\|12.72\|109948;2026-09-02\|12.89\|-0.08\|12.90\|13.15\|12.77\|111691;2026-09-03\|12.90\|0.08\|13.00\|13.15\|12.83\|83772;2026-09-04\|12.76\|-1.09\|12.94\|13.09\|12.72\|63323;2026-09-07\|12.75\|-0.08\|12.71\|12.77\|12.60\|60943;2026-09-08\|12.71\|-0.31\|12.77\|12.77\|12.60\|50262;2026-09-09\|12.27\|-0.89\|12.37\|12.39\|12.16\|46722;2026-09-10\|12.12\|-1.22\|12.21\|12.29\|12.11\|39499;2026-09-11\|11.80\|-2.64\|12.04\|12.11\|11.75\|50059;2026-09-14\|11.97\|1.44\|11.80\|11.98\|11.80\|42517;2026-09-15\|11.79\|-1.50\|11.95\|12.04\|11.75\|33419;2026-09-16\|11.85\|0.51\|11.79\|11.95\|11.66\|31548;2026-09-17\|11.84\|-0.08\|11.81\|11.90\|11.70\|28730;2026-09-18\|11.67\|-1.44\|11.95\|11.95\|11.67\|43063;2026-09-21\|12.15\|4.11\|11.75\|12.19\|11.74\|82826;2026-09-22\|12.14\|-0.08\|12.15\|12.24\|12.06\|44341;2026-09-23\|12.00\|-1.15\|12.12\|12.14\|11.95\|38080;2026-09-24\|11.99\|-0.08\|11.96\|12.12\|11.90\|42828;2026-09-28\|12.01\|0.17\|11.96\|12.09\|11.86\|56410;2026-09-29\|11.89\|-1.00\|11.91\|12.01\|11.83\|63218;2026-09-30\|11.86\|-0.25\|11.96\|12.02\|11.80\|38627;2026-10-08\|11.85\|-0.08\|11.93\|12.09\|11.80\|54843;2026-10-09\|11.95\|0.84\|11.80\|11.98\|11.47\|70030;2026-10-12\|11.89\|-0.50\|11.95\|12.02\|11.82\|43440;2026-10-13\|13.08\|10.01\|13.08\|13.08\|12.67\|246672;2026-10-14\|12.48\|-4.59\|13.11\|13.33\|12.45\|319740;2026-10-15\|12.52\|0.32\|12.32\|12.90\|12.31\|183519;2026-10-16\|13.00\|3.83\|12.65\|13.18\|12.61\|231320;2026-10-19\|13.24\|1.85\|13.00\|13.30\|12.82\|196711;2026-10-20\|13.02\|-1.66\|13.03\|13.13\|12.86\|163351;2026-10-21\|12.96\|-0.46\|13.02\|13.13\|12.91\|98425;2026-10-22\|12.43\|-4.09\|12.89\|12.96\|12.41\|129215;2026-10-23\|13.67\|9.98\|12.29\|13.67\|12.10\|264678;2026-10-26\|13.59\|-0.59\|13.99\|14.15\|13.46\|341092;2026-10-27\|13.55\|-0.29\|13.47\|13.80\|13.32\|222445;2026-10-28\|13.23\|-2.36\|13.58\|13.60\|13.11\|170099;2026-10-29\|12.86\|-2.80\|13.11\|13.19\|12.80\|113596;2026-10-30\|12.55\|-2.41\|12.65\|12.94\|12.47\|121700;2026-11-02\|13.10\|4.38\|12.63\|13.19\|12.25\|177290;2026-11-03\|13.14\|0.31\|12.94\|13.49\|12.92\|147116;2026-11-04\|13.35\|1.60\|13.10\|13.35\|12.91\|143741;2026-11-05\|13.40\|0.37\|13.26\|13.48\|13.20\|134334;2026-11-06\|13.23\|-1.27\|13.03\|13.41\|12.91\|104168
126240	宇树科技上市在即	涨停揭秘：中科大洋千机大模型平台加速商业化应用，叠加英伟达发布Nemotron 3 Ultra及MiniMax启动A股IPO辅导，AI大模型板块情绪升温；涨停缘由：控股子公司中科大洋千机平台已落地智能内容管理、文生视频、虚拟数智人播报等垂直场景；英伟达新模型发布强化算力与模型协同预期；MiniMax作为头部大模型公司启动IPO，带动产业链映射；资金逻辑：AI主题资金回流，机构调研频次提升，融资买入占比放大，叠加‘AI应用端+国产大模型平台’双标签吸引TMT主线资金配置；风险提示：大模型商业化收入占比仍低，平台订单落地节奏与毛利率水平尚未充分验证，IPO进展存在不确定性	1、公司机器视觉产品包括工业数字摄像机、图像采集卡、图像处理软件和智能摄像机等机器视觉系统中核心零部件，与工业机器人企业有该类产品方面的合作； 2、控股公司中科大洋的“大洋千机大模型平台”开发了多种垂直场景智能化应用，例如智能内容管理、视频理解摘要、智能写稿创作、文生图/视频、文字场记快剪、文稿一键成片、虚拟数智人播报等	2026-06-29\|12.36\|-1.83\|12.59\|12.64\|12.16\|78126;2026-06-30\|13.30\|7.61\|12.39\|13.36\|12.22\|161741;2026-07-01\|13.05\|-1.88\|13.31\|13.34\|13.01\|106295;2026-07-02\|12.60\|-3.45\|13.08\|13.23\|12.53\|114076;2026-07-03\|12.85\|1.98\|12.70\|13.13\|12.53\|122796;2026-07-06\|14.14\|10.04\|12.98\|14.14\|12.91\|233510;2026-07-07\|15.55\|9.97\|14.80\|15.55\|14.70\|1215937;2026-07-08\|17.11\|10.03\|15.40\|17.11\|14.62\|1219925;2026-07-09\|16.78\|-1.93\|17.11\|17.34\|15.57\|1242079;2026-07-10\|16.54\|-1.43\|16.53\|17.73\|16.37\|1075089;2026-07-13\|16.64\|0.60\|16.51\|17.35\|16.13\|1015951;2026-07-14\|17.18\|3.25\|16.31\|17.35\|15.56\|968831;2026-07-15\|15.46\|-10.01\|16.20\|16.20\|15.46\|143962;2026-07-16\|13.91\|-10.03\|13.91\|13.91\|13.91\|93337;2026-07-17\|12.52\|-9.99\|12.52\|12.80\|12.52\|426542;2026-07-20\|11.27\|-9.98\|11.64\|11.77\|11.27\|167025;2026-07-21\|10.29\|-8.70\|10.20\|10.72\|10.14\|1060740;2026-07-22\|10.07\|-2.14\|9.99\|10.48\|9.77\|805629;2026-07-23\|9.97\|-0.99\|10.15\|10.15\|9.66\|559717;2026-07-24\|9.62\|-3.51\|9.74\|10.08\|9.62\|425837;2026-07-27\|10.06\|4.57\|9.60\|10.08\|9.49\|459914;2026-07-28\|9.90\|-1.59\|9.91\|10.34\|9.85\|396094;2026-07-29\|10.02\|1.21\|10.03\|10.07\|9.72\|351858;2026-07-30\|9.50\|-5.19\|9.90\|9.97\|9.50\|419757;2026-07-31\|10.00\|5.26\|9.81\|10.18\|9.81\|483408;2026-08-03\|10.37\|3.70\|10.04\|10.40\|10.02\|376166;2026-08-04\|10.64\|2.60\|10.58\|10.73\|10.35\|347694;2026-08-05\|10.82\|1.69\|10.51\|10.91\|10.51\|340606;2026-08-06\|11.07\|2.31\|10.75\|11.36\|10.66\|380598;2026-08-07\|11.03\|-0.36\|11.13\|11.19\|10.65\|312080;2026-08-10\|11.29\|2.36\|11.05\|11.35\|10.99\|276319;2026-08-11\|11.40\|0.97\|11.30\|11.47\|11.10\|237959;2026-08-12\|11.58\|1.58\|11.42\|11.70\|11.39\|226267;2026-08-13\|12.02\|3.80\|11.58\|12.25\|11.41\|533218;2026-08-14\|13.22\|9.98\|12.00\|13.22\|12.00\|491868;2026-08-17\|13.22\|0.00\|12.94\|13.33\|12.70\|599949;2026-08-18\|11.98\|-9.38\|13.22\|13.23\|11.90\|855558;2026-08-19\|11.27\|-5.93\|11.67\|12.10\|11.22\|512461;2026-08-20\|11.26\|-0.09\|11.41\|11.41\|11.12\|278527;2026-08-21\|11.45\|1.87\|11.19\|11.54\|10.99\|264871;2026-08-24\|11.07\|-3.32\|11.35\|11.56\|10.91\|229091;2026-08-25\|11.15\|0.72\|10.91\|11.19\|10.84\|195031;2026-08-26\|11.01\|-1.26\|11.13\|11.15\|10.85\|194721;2026-08-27\|11.15\|1.27\|10.94\|11.19\|10.91\|179119;2026-08-28\|11.31\|1.44\|11.22\|11.67\|11.16\|322535;2026-08-31\|11.35\|0.35\|11.11\|11.38\|11.04\|220969;2026-09-01\|11.40\|0.44\|11.25\|11.47\|11.18\|208155;2026-09-02\|11.23\|-1.49\|11.24\|11.34\|11.17\|151805;2026-09-03\|11.30\|0.62\|11.45\|11.68\|11.21\|343256;2026-09-04\|11.16\|-1.24\|11.31\|11.57\|11.06\|295803;2026-09-07\|11.19\|0.27\|11.15\|11.27\|11.09\|161784;2026-09-08\|11.16\|-0.27\|11.18\|11.28\|11.11\|173774;2026-09-09\|11.00\|-1.43\|11.11\|11.21\|10.94\|178882;2026-09-10\|10.80\|-1.82\|10.89\|11.00\|10.78\|136159;2026-09-11\|10.63\|-1.57\|10.67\|10.77\|10.44\|162922;2026-09-14\|10.76\|1.22\|10.59\|10.86\|10.59\|108228;2026-09-15\|10.57\|-1.77\|10.80\|10.82\|10.56\|101547;2026-09-16\|10.78\|1.99\|10.57\|10.82\|10.49\|112532;2026-09-17\|10.64\|-1.30\|10.75\|10.81\|10.62\|88208;2026-09-18\|10.97\|3.10\|10.76\|10.97\|10.72\|137032;2026-09-21\|11.07\|0.91\|10.98\|11.19\|10.93\|145112;2026-09-22\|11.07\|0.00\|11.14\|11.19\|10.96\|131552;2026-09-23\|10.95\|-1.08\|11.08\|11.08\|10.89\|82926;2026-09-24\|10.80\|-1.37\|10.89\|11.00\|10.79\|71507;2026-09-28\|10.41\|-3.61\|10.81\|10.81\|10.29\|103445;2026-09-29\|10.51\|0.96\|10.52\|10.69\|10.39\|103301;2026-09-30\|10.36\|-1.43\|10.62\|10.65\|10.35\|87894;2026-10-08\|10.21\|-1.45\|10.37\|10.49\|10.16\|105194;2026-10-09\|10.48\|2.64\|10.21\|10.50\|9.98\|134751;2026-10-12\|10.32\|-1.53\|10.45\|10.48\|10.30\|75604;2026-10-13\|10.29\|-0.29\|10.24\|10.41\|9.97\|113185;2026-10-14\|10.18\|-1.07\|10.28\|10.39\|10.16\|69556;2026-10-15\|9.83\|-3.44\|9.85\|10.08\|9.81\|96510;2026-10-16\|9.81\|-0.20\|9.98\|10.08\|9.71\|86381;2026-10-19\|9.81\|0.00\|9.78\|9.86\|9.57\|79645;2026-10-20\|10.03\|2.24\|9.75\|10.09\|9.72\|86807;2026-10-21\|10.06\|0.30\|10.17\|10.19\|10.01\|69629;2026-10-22\|9.82\|-2.39\|10.10\|10.19\|9.81\|93428;2026-10-23\|10.12\|3.06\|9.68\|10.14\|9.32\|182931;2026-10-26\|10.48\|3.56\|10.28\|10.73\|10.24\|278659;2026-10-27\|10.48\|0.00\|10.46\|11.10\|10.36\|389098;2026-10-28\|10.60\|1.15\|10.68\|10.83\|10.16\|364836;2026-10-29\|10.15\|-4.25\|10.50\|10.80\|10.13\|239246;2026-10-30\|9.63\|-5.12\|10.03\|10.28\|9.62\|223240;2026-11-02\|10.05\|4.36\|9.66\|10.06\|9.52\|222360;2026-11-03\|9.68\|-3.68\|10.00\|10.12\|9.63\|188685;2026-11-04\|10.06\|3.93\|9.69\|10.09\|9.59\|212288;2026-11-05\|10.22\|1.59\|10.00\|10.27\|9.94\|169621;2026-11-06\|9.83\|-3.82\|9.80\|10.04\|9.76\|151392
126239	部分客户以2至3倍的价格向MLCC大厂寻求货源	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728;2026-07-13\|34.47\|-10.00\|37.03\|38.35\|34.47\|159609;2026-07-14\|37.92\|10.01\|35.09\|37.92\|33.96\|156100;2026-07-15\|34.96\|-7.81\|39.28\|40.00\|34.96\|170372;2026-07-16\|35.20\|0.69\|34.26\|38.46\|33.80\|255360;2026-07-17\|31.68\|-10.00\|34.92\|35.91\|31.68\|181194;2026-07-20\|28.51\|-10.01\|31.71\|31.88\|28.51\|150331;2026-07-21\|29.47\|3.37\|27.42\|29.70\|25.66\|298411;2026-07-22\|27.80\|-5.67\|28.50\|29.74\|27.43\|253603;2026-07-23\|28.11\|1.12\|28.69\|30.11\|27.61\|230857;2026-07-24\|26.24\|-6.65\|27.37\|27.93\|25.93\|207269;2026-07-27\|28.86\|9.98\|26.35\|28.86\|25.85\|252922;2026-07-28\|26.34\|-8.73\|27.39\|28.30\|25.97\|220383;2026-07-29\|26.01\|-1.25\|26.30\|28.50\|24.81\|237270;2026-07-30\|24.14\|-7.19\|25.70\|26.51\|23.47\|231215;2026-07-31\|24.36\|0.91\|26.00\|26.55\|24.31\|327114;2026-08-03\|23.57\|-3.24\|24.00\|24.45\|22.88\|257715;2026-08-04\|25.52\|8.27\|23.80\|25.91\|23.41\|250208;2026-08-05\|27.24\|6.74\|25.27\|28.07\|25.05\|278324;2026-08-06\|27.92\|2.50\|27.27\|28.33\|26.72\|298057;2026-08-07\|29.22\|4.66\|27.92\|29.56\|27.15\|354836;2026-08-10\|28.81\|-1.40\|29.30\|29.58\|27.68\|265774;2026-08-11\|29.12\|1.08\|28.55\|30.55\|28.20\|345094;2026-08-12\|29.52\|1.37\|29.10\|29.66\|28.00\|282309;2026-08-13\|29.99\|1.59\|30.00\|32.47\|29.75\|511592;2026-08-14\|32.99\|10.00\|30.65\|32.99\|30.44\|425878;2026-08-17\|32.12\|-2.64\|33.07\|33.81\|31.50\|635519;2026-08-18\|30.98\|-3.55\|31.66\|32.55\|30.41\|353207;2026-08-19\|27.88\|-10.01\|29.44\|30.48\|27.88\|273712;2026-08-20\|28.21\|1.18\|28.44\|28.99\|27.63\|257918;2026-08-21\|28.69\|1.70\|27.99\|28.88\|27.17\|202834;2026-08-24\|27.33\|-4.74\|28.49\|28.50\|26.50\|183712;2026-08-25\|27.41\|0.29\|26.82\|27.84\|25.98\|131824;2026-08-26\|27.14\|-0.98\|27.50\|27.62\|26.50\|111738;2026-08-27\|28.38\|4.57\|27.20\|28.65\|26.95\|160197;2026-08-28\|28.60\|0.78\|28.38\|30.17\|28.29\|220948;2026-08-31\|31.46\|10.00\|28.01\|31.46\|27.88\|408416;2026-09-01\|29.85\|-5.12\|32.31\|32.98\|29.85\|425234;2026-09-02\|29.12\|-2.45\|29.26\|29.98\|28.80\|239768;2026-09-03\|32.03\|9.99\|29.45\|32.03\|29.30\|466089;2026-09-04\|31.52\|-1.59\|32.18\|34.14\|31.13\|490274;2026-09-07\|32.80\|4.06\|32.08\|32.83\|31.00\|454895;2026-09-08\|34.29\|4.54\|32.80\|34.30\|31.70\|520151;2026-09-09\|33.65\|-1.87\|34.30\|34.38\|32.90\|393092;2026-09-10\|31.70\|-5.79\|32.77\|33.10\|31.60\|271469;2026-09-11\|33.03\|4.20\|30.09\|33.32\|30.09\|373802;2026-09-14\|34.62\|4.81\|32.05\|35.30\|30.60\|435684;2026-09-15\|36.31\|4.88\|34.29\|38.00\|33.83\|540240;2026-09-16\|35.48\|-2.29\|35.60\|36.30\|34.69\|382671;2026-09-17\|35.46\|-0.06\|35.23\|36.86\|35.11\|335083;2026-09-18\|34.78\|-1.92\|36.00\|36.01\|33.23\|286610;2026-09-21\|33.87\|-2.62\|34.70\|35.48\|33.36\|334630;2026-09-22\|34.15\|0.83\|34.40\|35.00\|33.57\|272528;2026-09-23\|33.27\|-2.58\|33.70\|34.07\|33.03\|196700;2026-09-24\|31.15\|-6.37\|32.77\|33.09\|31.06\|220029;2026-09-28\|28.04\|-9.98\|31.01\|31.01\|28.04\|185915;2026-09-29\|28.00\|-0.14\|27.53\|28.35\|27.21\|140292;2026-09-30\|27.01\|-3.54\|28.20\|28.29\|26.96\|146228;2026-10-08\|26.89\|-0.44\|27.09\|28.10\|26.52\|129449;2026-10-09\|26.37\|-1.93\|26.55\|26.65\|24.81\|159743;2026-10-12\|25.15\|-4.63\|26.21\|26.21\|25.09\|88237;2026-10-13\|25.65\|1.99\|24.39\|25.99\|24.00\|158271;2026-10-14\|24.77\|-3.43\|25.39\|26.16\|24.74\|126072;2026-10-15\|23.71\|-4.28\|23.88\|24.40\|23.62\|121773;2026-10-16\|23.25\|-1.94\|24.30\|24.36\|23.02\|101087;2026-10-19\|23.13\|-0.52\|23.02\|23.47\|22.21\|104849;2026-10-20\|23.97\|3.63\|23.10\|24.25\|22.93\|123796;2026-10-21\|23.89\|-0.33\|24.25\|24.50\|23.80\|90863;2026-10-22\|22.84\|-4.40\|24.13\|24.17\|22.74\|91190;2026-10-23\|23.06\|0.96\|22.19\|23.18\|20.94\|136234;2026-10-26\|21.91\|-4.99\|22.81\|22.81\|21.80\|99328;2026-10-27\|21.20\|-3.24\|22.29\|22.60\|21.11\|77032;2026-10-28\|21.78\|2.74\|21.62\|22.00\|21.16\|101173;2026-10-29\|20.73\|-4.82\|21.68\|21.74\|20.69\|92913;2026-10-30\|19.93\|-3.86\|20.03\|21.18\|19.76\|104198;2026-11-02\|21.92\|9.98\|21.00\|21.92\|21.00\|88132;2026-11-03\|22.16\|1.09\|22.00\|23.00\|21.60\|329486;2026-11-04\|24.33\|9.79\|22.38\|24.38\|21.41\|318468;2026-11-05\|23.73\|-2.47\|23.10\|24.39\|22.81\|301394;2026-11-06\|22.29\|-6.07\|22.22\|22.95\|22.20\|155306
126238	美股存储板块大涨	安全芯片+卫星通信+央企 1、据2026年8月13日互动易，公司无线充电安全芯片已实现批量供货，后续将持续推进市场拓展；公司募投项目“新型高性能系列安全芯片研发及产业化项目”产品主要面向身份识别、可信连接、物联网及工业控制等应用方向。 2、据2026年6月23日业绩说明会，公司低轨卫星通信业务已获取通装及专装型号任务，将围绕该任务推进型号研制，开展“低轨+5G”等多模融合终端研制，拓展应用场景。 3、公司控股股东为中国信息通信科技集团有限公司，实际控制人为国务院国有资产监督管理委员会。	1、中国信息通信科技集团旗下，聚焦集成电路设计和特种通信领域；公司是国内最早从事安全芯片设计的企业之一，二代身份证芯片、社保卡芯片、金融支付芯片等产品已广泛应用，与金融、社保、政府等行业客户形成良好合作关系； 2、公司已布局低轨卫星通信领域，产品包括卫星通信终端、相控阵天线，成功进入卫星通信市场	2026-06-29\|9.24\|-5.23\|9.63\|9.77\|8.99\|609982;2026-06-30\|9.65\|4.44\|9.08\|9.70\|8.80\|647008;2026-07-01\|9.66\|0.10\|9.53\|9.86\|9.48\|628603;2026-07-02\|9.44\|-2.28\|9.37\|9.93\|9.20\|609643;2026-07-03\|9.07\|-3.92\|9.35\|9.66\|9.07\|548107;2026-07-06\|8.38\|-7.61\|9.00\|9.07\|8.37\|505593;2026-07-07\|8.48\|1.19\|8.30\|8.53\|8.18\|280583;2026-07-08\|8.10\|-4.48\|8.40\|8.42\|8.04\|287066;2026-07-09\|8.45\|4.32\|8.20\|8.47\|8.00\|315638;2026-07-10\|8.40\|-0.59\|8.38\|8.75\|8.33\|359544;2026-07-13\|8.08\|-3.81\|8.41\|8.48\|8.07\|258239;2026-07-14\|7.36\|-8.91\|8.03\|8.04\|7.27\|480402;2026-07-15\|7.32\|-0.54\|7.30\|7.44\|7.10\|242747;2026-07-16\|7.16\|-2.19\|7.21\|7.35\|7.12\|212802;2026-07-17\|6.84\|-4.47\|7.11\|7.16\|6.80\|251498;2026-07-20\|6.86\|0.29\|6.87\|6.99\|6.75\|209494;2026-07-21\|7.04\|2.62\|6.87\|7.05\|6.47\|291757;2026-07-22\|6.83\|-2.98\|6.97\|6.99\|6.81\|188816;2026-07-23\|6.90\|1.02\|6.80\|6.93\|6.75\|168696;2026-07-24\|6.65\|-3.62\|6.81\|6.88\|6.64\|148154;2026-07-27\|6.79\|2.11\|6.60\|6.82\|6.60\|131037;2026-07-28\|6.87\|1.18\|6.70\|6.99\|6.70\|209718;2026-07-29\|7.02\|2.18\|6.88\|7.02\|6.73\|220094;2026-07-30\|6.89\|-1.85\|6.93\|7.04\|6.81\|181071;2026-07-31\|7.01\|1.74\|7.04\|7.10\|6.99\|210110;2026-08-03\|7.06\|0.71\|6.93\|7.06\|6.92\|144256;2026-08-04\|7.17\|1.56\|7.03\|7.22\|7.03\|176255;2026-08-05\|7.25\|1.12\|7.17\|7.27\|7.13\|209478;2026-08-06\|7.28\|0.41\|7.19\|7.34\|7.17\|207142;2026-08-07\|7.20\|-1.10\|7.32\|7.35\|7.15\|161847;2026-08-10\|7.27\|0.97\|7.17\|7.27\|7.07\|164441;2026-08-11\|7.16\|-1.51\|7.21\|7.24\|7.12\|128278;2026-08-12\|7.24\|1.12\|7.17\|7.26\|7.14\|140794;2026-08-13\|7.13\|-1.52\|7.28\|7.36\|7.12\|161592;2026-08-14\|7.84\|9.96\|7.17\|7.84\|7.17\|537376;2026-08-17\|8.10\|3.32\|7.96\|8.18\|7.64\|874202;2026-08-18\|7.72\|-4.69\|8.00\|8.02\|7.62\|495721;2026-08-19\|7.36\|-4.66\|7.63\|7.72\|7.33\|307123;2026-08-20\|7.58\|2.99\|7.41\|7.69\|7.32\|303769;2026-08-21\|7.47\|-1.45\|7.42\|7.49\|7.30\|203868;2026-08-24\|7.85\|5.09\|7.46\|8.22\|7.40\|496467;2026-08-25\|7.87\|0.25\|7.65\|7.97\|7.65\|343534;2026-08-26\|8.01\|1.78\|7.83\|8.08\|7.75\|378181;2026-08-27\|7.93\|-1.00\|7.95\|7.96\|7.79\|287542;2026-08-28\|7.77\|-2.02\|8.00\|8.00\|7.77\|287179;2026-08-31\|8.03\|3.35\|7.71\|8.28\|7.58\|429996;2026-09-01\|7.97\|-0.75\|7.81\|8.01\|7.81\|275674;2026-09-02\|7.75\|-2.76\|7.85\|7.98\|7.75\|192463;2026-09-03\|7.62\|-1.68\|7.81\|7.88\|7.61\|178862;2026-09-04\|7.54\|-1.05\|7.67\|7.72\|7.49\|171446;2026-09-07\|7.58\|0.53\|7.54\|7.62\|7.49\|111722;2026-09-08\|7.68\|1.32\|7.61\|7.79\|7.58\|160007;2026-09-09\|7.95\|3.52\|7.66\|8.26\|7.63\|392400;2026-09-10\|8.01\|0.75\|7.79\|8.10\|7.72\|322769;2026-09-11\|8.15\|1.75\|7.88\|8.25\|7.84\|493462;2026-09-14\|7.90\|-3.07\|8.01\|8.15\|7.86\|301426;2026-09-15\|7.68\|-2.78\|7.90\|8.13\|7.66\|273963;2026-09-16\|7.74\|0.78\|7.55\|7.82\|7.51\|199686;2026-09-17\|7.50\|-3.10\|7.72\|7.72\|7.40\|255470;2026-09-18\|7.58\|1.07\|7.58\|7.69\|7.53\|183389;2026-09-21\|7.68\|1.32\|7.57\|7.70\|7.56\|162550;2026-09-22\|7.72\|0.52\|7.76\|7.84\|7.65\|168315;2026-09-23\|7.48\|-3.11\|7.69\|7.70\|7.48\|175178;2026-09-24\|7.36\|-1.60\|7.48\|7.53\|7.35\|109977;2026-09-28\|7.25\|-1.49\|7.37\|7.39\|7.13\|127141;2026-09-29\|7.27\|0.28\|7.24\|7.31\|7.20\|87055;2026-09-30\|7.21\|-0.83\|7.32\|7.33\|7.17\|75944;2026-10-08\|7.09\|-1.66\|7.23\|7.25\|7.05\|111543;2026-10-09\|7.16\|0.99\|7.09\|7.19\|6.92\|133250;2026-10-12\|7.09\|-0.98\|7.10\|7.18\|7.07\|85784;2026-10-13\|7.13\|0.56\|7.00\|7.19\|6.93\|102896;2026-10-14\|7.08\|-0.70\|7.11\|7.19\|7.07\|74308;2026-10-15\|6.88\|-2.82\|6.94\|7.02\|6.88\|95403;2026-10-16\|6.94\|0.87\|6.99\|7.07\|6.90\|80238;2026-10-19\|6.80\|-2.02\|6.55\|6.90\|6.55\|103058;2026-10-20\|6.86\|0.88\|6.78\|6.90\|6.75\|73769;2026-10-21\|6.92\|0.87\|6.90\|6.97\|6.88\|76735;2026-10-22\|6.80\|-1.73\|6.89\|7.18\|6.80\|140902;2026-10-23\|6.97\|2.50\|6.69\|7.00\|6.55\|159228;2026-10-26\|6.90\|-1.00\|6.90\|6.98\|6.87\|81484;2026-10-27\|6.82\|-1.16\|7.03\|7.04\|6.81\|108193;2026-10-28\|6.80\|-0.29\|6.84\|6.88\|6.70\|100384;2026-10-29\|6.51\|-4.26\|6.75\|6.79\|6.51\|118503;2026-10-30\|6.07\|-6.76\|6.21\|6.39\|6.06\|177899;2026-11-02\|6.26\|3.13\|6.10\|6.28\|6.00\|119742;2026-11-03\|6.30\|0.64\|6.25\|6.35\|6.18\|102780;2026-11-04\|6.48\|2.86\|6.30\|6.52\|6.27\|139839;2026-11-05\|6.51\|0.46\|6.40\|6.58\|6.40\|128440;2026-11-06\|6.38\|-2.00\|6.31\|6.47\|6.30\|80335
126237	光通信龙头Lumentum业绩超预期	800G交换机+硅光芯片+机器人代工+唐山国资行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月7日公告，公司拟以5,000万元增资弘光向尚，获7.06%股权，标的公司400G/800G/1.6T硅光芯片已具备完整供应链，可适配数据中心及5G/6G场景，形成CPO概念联动。 2、据2025年年度报告，公司具备100-800G数据中心交换机代工能力，2025年服务器累计产出超4万台，数通业务收入同比增长18.04%，直接受益AI算力需求。 3、据2025年年度报告及2026年5月11日机构调研，公司清洁及家居机器人业务首年营收超1.8亿元并实现盈利，越南基地为北美S客户整机代工，产能快速释放。 4、据2026年3月5日公告及公司披露，唐山工业控股集团有限公司为控股股东，最终控制人为唐山市国资委，具备地方国资背景。	1、公司深耕以太网交换机领域多年，产品覆盖园区、SMB 场景及 100G/400G/800G 等规格数据中心交换机，同时布局工业与白盒交换机赛道，作为 Arista Networks 核心代工厂间接供应英伟达、微软等头部客户； 2、参股孙公司山东华云光电技术有限公司致力于光模块等产品的研发、生产及销售	2026-06-29\|11.01\|-5.17\|11.50\|11.55\|10.70\|300473;2026-06-30\|12.11\|9.99\|11.12\|12.11\|10.91\|315172;2026-07-01\|12.05\|-0.50\|12.11\|12.42\|12.01\|377930;2026-07-02\|11.79\|-2.16\|11.95\|12.22\|11.61\|300133;2026-07-03\|12.20\|3.48\|12.24\|12.58\|12.00\|386878;2026-07-06\|13.42\|10.00\|12.01\|13.42\|11.85\|718623;2026-07-07\|13.51\|0.67\|12.93\|13.93\|12.81\|951815;2026-07-08\|14.44\|6.88\|13.31\|14.72\|13.26\|1075792;2026-07-09\|13.42\|-7.06\|13.30\|13.95\|13.00\|1027461;2026-07-10\|14.20\|5.81\|13.46\|14.43\|13.41\|935607;2026-07-13\|14.80\|4.23\|13.66\|14.83\|13.60\|1100672;2026-07-14\|14.26\|-3.65\|14.66\|14.98\|13.38\|838440;2026-07-15\|12.87\|-9.75\|13.96\|13.97\|12.86\|752482;2026-07-16\|13.59\|5.59\|12.30\|14.16\|12.20\|1043058;2026-07-17\|14.95\|10.01\|13.31\|14.95\|12.90\|1226157;2026-07-20\|13.57\|-9.23\|16.45\|16.45\|13.47\|1770412;2026-07-21\|14.93\|10.02\|13.13\|14.93\|12.73\|1333155;2026-07-22\|16.42\|9.98\|15.98\|16.42\|15.81\|1110838;2026-07-23\|16.60\|1.10\|17.06\|17.64\|16.00\|2139879;2026-07-24\|15.77\|-5.00\|15.75\|17.88\|15.75\|1700669;2026-07-27\|16.20\|2.73\|14.93\|16.76\|14.30\|1419760;2026-07-28\|17.31\|6.85\|15.50\|17.82\|15.36\|2156525;2026-07-29\|16.64\|-3.87\|17.40\|17.80\|15.70\|1942126;2026-07-30\|14.98\|-9.98\|15.81\|16.08\|14.98\|848440;2026-07-31\|14.51\|-3.14\|14.98\|15.67\|14.15\|1650296;2026-08-03\|13.18\|-9.17\|13.75\|14.61\|13.10\|1358515;2026-08-04\|13.63\|3.41\|13.35\|13.69\|12.88\|1086080;2026-08-05\|14.40\|5.65\|13.20\|14.99\|13.12\|1532715;2026-08-06\|14.78\|2.64\|13.95\|14.94\|13.95\|1200367;2026-08-07\|14.70\|-0.54\|14.60\|15.01\|14.44\|1029975;2026-08-10\|14.68\|-0.14\|14.70\|14.88\|14.35\|642464;2026-08-11\|14.69\|0.07\|14.59\|14.93\|14.32\|671295;2026-08-12\|14.51\|-1.23\|14.63\|14.75\|14.30\|628305;2026-08-13\|15.96\|9.99\|14.76\|15.96\|14.76\|1093554;2026-08-14\|17.56\|10.03\|16.36\|17.56\|16.27\|1126280;2026-08-17\|19.32\|10.02\|19.26\|19.32\|18.89\|1047790;2026-08-18\|19.01\|-1.60\|20.15\|20.58\|18.15\|2289074;2026-08-19\|17.11\|-9.99\|18.45\|19.40\|17.11\|1283243;2026-08-20\|17.00\|-0.64\|17.44\|18.04\|16.83\|1184994;2026-08-21\|17.79\|4.65\|17.17\|18.49\|17.10\|1493809;2026-08-24\|16.01\|-10.01\|17.36\|17.63\|16.01\|1126056;2026-08-25\|16.25\|1.50\|15.69\|16.50\|15.41\|1022357;2026-08-26\|17.88\|10.03\|16.80\|17.88\|16.30\|1264636;2026-08-27\|18.22\|1.90\|17.86\|18.32\|17.49\|1633963;2026-08-28\|17.73\|-2.69\|18.14\|18.47\|17.70\|1175905;2026-08-31\|18.60\|4.91\|17.44\|18.70\|17.26\|1420827;2026-09-01\|17.91\|-3.71\|18.53\|18.68\|17.90\|1108224;2026-09-02\|17.62\|-1.62\|17.51\|18.06\|17.50\|757140;2026-09-03\|17.19\|-2.44\|17.98\|18.14\|16.98\|722482;2026-09-04\|16.26\|-5.41\|17.36\|17.50\|16.16\|825140;2026-09-07\|17.89\|10.02\|17.00\|17.89\|17.00\|365430;2026-09-08\|18.04\|0.84\|18.61\|18.61\|17.92\|1276551;2026-09-09\|17.85\|-1.05\|18.04\|18.49\|17.66\|893274;2026-09-10\|16.93\|-5.15\|17.25\|17.45\|16.90\|642763;2026-09-11\|15.95\|-5.79\|16.42\|17.06\|15.60\|852549;2026-09-14\|16.28\|2.07\|15.54\|16.63\|15.45\|805344;2026-09-15\|16.24\|-0.25\|16.18\|16.60\|15.88\|569144;2026-09-16\|17.12\|5.42\|16.18\|17.37\|16.13\|931361;2026-09-17\|16.75\|-2.16\|16.73\|17.16\|16.60\|684177;2026-09-18\|18.43\|10.03\|17.08\|18.43\|16.78\|920877;2026-09-21\|18.65\|1.19\|18.35\|18.74\|18.00\|1268199;2026-09-22\|18.20\|-2.41\|18.73\|18.93\|18.10\|802621;2026-09-23\|18.34\|0.77\|18.20\|18.78\|17.88\|883517;2026-09-24\|17.76\|-3.16\|17.98\|18.50\|17.72\|658376;2026-09-28\|16.49\|-7.15\|17.40\|17.64\|16.25\|608270;2026-09-29\|16.30\|-1.15\|16.28\|16.54\|16.15\|398592;2026-09-30\|15.72\|-3.56\|16.87\|16.99\|15.70\|567278;2026-10-08\|15.08\|-4.07\|15.90\|16.09\|14.90\|551982;2026-10-09\|14.64\|-2.92\|14.80\|15.10\|13.98\|534082;2026-10-12\|13.81\|-5.67\|14.48\|14.48\|13.80\|399237;2026-10-13\|14.17\|2.61\|13.52\|14.30\|13.15\|494304;2026-10-14\|14.05\|-0.85\|14.12\|14.36\|13.84\|395631;2026-10-15\|13.53\|-3.70\|13.50\|14.02\|13.43\|371098;2026-10-16\|13.06\|-3.47\|13.86\|13.95\|12.95\|440737;2026-10-19\|13.38\|2.45\|13.01\|13.56\|12.90\|460984;2026-10-20\|13.57\|1.42\|13.35\|13.64\|13.21\|393233;2026-10-21\|13.61\|0.29\|13.71\|13.90\|13.54\|318078;2026-10-22\|12.96\|-4.78\|13.67\|13.67\|12.95\|337346;2026-10-23\|13.15\|1.47\|12.66\|13.23\|12.04\|443539;2026-10-26\|12.59\|-4.26\|13.00\|13.00\|12.57\|268690;2026-10-27\|11.94\|-5.16\|12.83\|12.86\|11.92\|284429;2026-10-28\|12.73\|6.62\|12.15\|13.13\|12.00\|752755;2026-10-29\|11.99\|-5.81\|12.57\|12.70\|11.99\|499232;2026-10-30\|11.61\|-3.17\|11.71\|12.27\|11.59\|365389;2026-11-02\|11.78\|1.46\|11.66\|11.93\|11.42\|379865;2026-11-03\|11.42\|-3.06\|11.61\|11.89\|11.30\|351162;2026-11-04\|12.09\|5.87\|11.55\|12.16\|11.33\|498424;2026-11-05\|12.41\|2.65\|11.92\|12.55\|11.86\|451651;2026-11-06\|12.00\|-3.30\|11.71\|12.24\|11.71\|300415
126236	我国首部数据中心液冷国家标准正式获批发布	算力散热+液冷服务器+铜加工龙头+稀土行业原因： 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6月30日投资者关系活动记录表，公司自主研发的铜热管、液冷铜管等产品已批量供货于多家头部企业算力服务器产品中；2025年公司芯片半导体领域铜材销量4.1万吨，其中算力散热领域1.41万吨，同比增长55%。 2、据2026年7月22日-24日投资者关系活动记录表，公司2025年铜及铜合金材料总产量190.61万吨，铜材总产量已位居全球第一。 3、据2026年7月30日-8月3日投资者关系活动记录表，公司芯片半导体领域铜排产能3.5万吨，并在越南投资建设“年产3万吨液冷散热及机架母线用高精密铜排生产项目”，推进液冷业务专业化发展。 4、据2026年4月27日投资者关系活动记录表，公司2025年稀土磁性材料实现主营业务收入17.18亿元，同比增长32.47%，毛利率同比提升4.25个百分点；产品应用于新能源汽车、机器人及医疗器械等高端领域。	1、国内铜及铜合金材料生产的龙头企业；公司自主研发的铜热管、液冷铜管等产品已成功导入多家头部企业算力服务器产品中； 2、公司PEEK线产品目前已具备产品竞争优势及进口替代能力，已取得部分高端新能源汽车厂商的定点	2026-06-29\|10.58\|1.93\|10.30\|10.95\|10.22\|631728;2026-06-30\|10.80\|2.08\|10.40\|10.87\|10.11\|687623;2026-07-01\|11.26\|4.26\|11.19\|11.70\|11.01\|874759;2026-07-02\|11.33\|0.62\|11.13\|11.92\|10.80\|835019;2026-07-03\|11.43\|0.88\|11.40\|11.63\|11.14\|571283;2026-07-06\|11.38\|-0.44\|11.33\|11.47\|11.18\|529039;2026-07-07\|10.95\|-3.78\|11.27\|11.42\|10.82\|406093;2026-07-08\|10.32\|-5.75\|10.99\|10.99\|10.22\|450589;2026-07-09\|10.86\|5.23\|10.32\|10.97\|9.99\|638827;2026-07-10\|10.70\|-1.47\|10.79\|11.11\|10.70\|389297;2026-07-13\|10.18\|-4.86\|10.55\|10.69\|10.15\|361870;2026-07-14\|10.25\|0.69\|10.14\|10.33\|9.95\|359372;2026-07-15\|10.36\|1.07\|10.25\|10.39\|10.07\|364792;2026-07-16\|10.12\|-2.32\|10.20\|10.36\|9.96\|367439;2026-07-17\|9.58\|-5.34\|10.02\|10.17\|9.57\|451474;2026-07-20\|9.23\|-3.65\|9.72\|9.75\|9.03\|385754;2026-07-21\|9.64\|4.44\|9.26\|9.70\|9.03\|388007;2026-07-22\|9.62\|-0.21\|9.59\|9.91\|9.50\|307793;2026-07-23\|9.89\|2.81\|9.63\|9.91\|9.56\|232333;2026-07-24\|9.48\|-4.15\|9.70\|9.74\|9.43\|229490;2026-07-27\|9.82\|3.59\|9.55\|9.98\|9.50\|233622;2026-07-28\|9.60\|-2.24\|9.70\|9.83\|9.54\|181261;2026-07-29\|10.07\|4.90\|9.65\|10.14\|9.64\|379250;2026-07-30\|9.75\|-3.18\|9.95\|10.14\|9.62\|303048;2026-07-31\|9.84\|0.92\|10.00\|10.12\|9.82\|266304;2026-08-03\|9.94\|1.02\|9.84\|10.02\|9.76\|168355;2026-08-04\|10.19\|2.52\|9.96\|10.27\|9.96\|230875;2026-08-05\|10.42\|2.26\|10.24\|10.51\|10.20\|268630;2026-08-06\|10.26\|-1.54\|10.53\|10.58\|10.15\|285269;2026-08-07\|10.45\|1.85\|10.28\|10.48\|10.18\|294811;2026-08-10\|10.40\|-0.48\|10.56\|10.59\|10.33\|250210;2026-08-11\|10.18\|-2.12\|10.36\|10.42\|10.17\|211080;2026-08-12\|10.19\|0.10\|10.18\|10.32\|10.15\|152382;2026-08-13\|9.95\|-2.36\|10.23\|10.25\|9.94\|264763;2026-08-14\|10.95\|10.05\|10.10\|10.95\|10.04\|592046;2026-08-17\|11.71\|6.94\|11.29\|11.75\|11.03\|1337166;2026-08-18\|11.95\|2.05\|11.75\|11.96\|11.49\|912209;2026-08-19\|12.95\|8.37\|11.89\|13.15\|11.83\|2039165;2026-08-20\|12.87\|-0.62\|12.83\|13.02\|12.41\|1492721;2026-08-21\|13.23\|2.80\|12.86\|13.46\|12.78\|1061058;2026-08-24\|13.38\|1.13\|13.10\|13.49\|13.01\|958272;2026-08-25\|13.46\|0.60\|13.12\|13.55\|13.10\|732256;2026-08-26\|13.17\|-2.15\|13.46\|13.64\|13.17\|582443;2026-08-27\|13.35\|1.37\|13.17\|13.63\|13.02\|665683;2026-08-28\|12.98\|-2.77\|13.30\|13.34\|12.92\|457063;2026-08-31\|13.49\|3.93\|12.63\|13.54\|12.56\|574918;2026-09-01\|13.46\|-0.22\|13.60\|13.86\|13.34\|412448;2026-09-02\|13.46\|0.00\|13.24\|13.61\|13.07\|468064;2026-09-03\|13.81\|2.60\|13.60\|13.92\|13.36\|636762;2026-09-04\|13.34\|-3.40\|13.74\|13.81\|13.20\|632871;2026-09-07\|13.31\|-0.22\|13.34\|13.48\|13.01\|491794;2026-09-08\|13.39\|0.60\|13.27\|13.50\|13.08\|388104;2026-09-09\|13.27\|-0.90\|13.80\|14.02\|13.15\|465602;2026-09-10\|13.25\|-0.15\|13.23\|13.46\|13.11\|342614;2026-09-11\|12.79\|-3.47\|12.95\|13.22\|12.68\|406387;2026-09-14\|13.14\|2.74\|12.60\|13.31\|12.46\|389026;2026-09-15\|12.82\|-2.44\|13.20\|13.20\|12.80\|230390;2026-09-16\|13.22\|3.12\|12.79\|13.30\|12.73\|351875;2026-09-17\|13.02\|-1.51\|13.02\|13.34\|12.95\|299105;2026-09-18\|13.28\|2.00\|13.19\|13.34\|12.95\|346681;2026-09-21\|13.26\|-0.15\|13.20\|13.56\|13.13\|410460;2026-09-22\|13.25\|-0.08\|13.28\|13.45\|12.92\|608558;2026-09-23\|12.79\|-3.47\|12.90\|13.08\|12.50\|519603;2026-09-24\|11.86\|-7.27\|12.70\|12.75\|11.76\|669659;2026-09-28\|11.19\|-5.65\|11.79\|11.81\|11.13\|458276;2026-09-29\|11.32\|1.16\|11.10\|11.46\|10.97\|384313;2026-09-30\|11.72\|3.53\|11.55\|11.87\|11.22\|469934;2026-10-08\|11.11\|-5.20\|11.72\|11.80\|11.07\|440111;2026-10-09\|10.78\|-2.97\|11.05\|11.18\|10.49\|440124;2026-10-12\|10.60\|-1.67\|10.70\|10.98\|10.58\|284139;2026-10-13\|10.70\|0.94\|10.42\|10.79\|10.30\|294481;2026-10-14\|10.47\|-2.15\|10.63\|10.80\|10.41\|209092;2026-10-15\|10.06\|-3.92\|10.30\|10.36\|9.98\|305573;2026-10-16\|10.15\|0.89\|10.20\|10.34\|10.06\|213066;2026-10-19\|10.33\|1.77\|10.09\|10.38\|10.01\|294163;2026-10-20\|10.16\|-1.65\|10.33\|10.35\|10.00\|452557;2026-10-21\|10.40\|2.36\|10.49\|10.64\|10.30\|531087;2026-10-22\|9.86\|-5.19\|10.43\|10.43\|9.84\|453685;2026-10-23\|10.01\|1.52\|9.62\|10.05\|9.24\|498118;2026-10-26\|9.80\|-2.10\|9.92\|10.03\|9.65\|328404;2026-10-27\|9.58\|-2.24\|9.90\|9.99\|9.58\|233294;2026-10-28\|9.94\|3.76\|9.70\|10.13\|9.54\|339541;2026-10-29\|9.37\|-5.73\|9.82\|9.99\|9.35\|334726;2026-10-30\|8.92\|-4.80\|8.97\|9.35\|8.82\|375926;2026-11-02\|8.91\|-0.11\|9.00\|9.05\|8.76\|294454;2026-11-03\|8.87\|-0.45\|8.86\|9.15\|8.79\|271850;2026-11-04\|9.30\|4.85\|8.88\|9.33\|8.74\|382786;2026-11-05\|9.43\|1.40\|9.22\|9.53\|9.20\|315261;2026-11-06\|9.04\|-4.14\|9.02\|9.24\|8.96\|328306
126235	1-7月中国创新药BD交易总金额达1063亿美元	医药商业+创新药+央企背景 1、据2026年4月24日年报，公司是全国性医药供应链综合服务企业，销售规模位居医药流通行业前五位，2025年实现营收824.47亿元，净利润3.87亿元。 2、据2026年7月16日互动易，公司主要从事医药流通，并经营创新药品销售；据2025年6月13日互动易，公司按“产品全面化”战略持续强化经营产品。 3、据2025年5月7日投资者关系活动记录表，公司最终控制人为国务院国资委，加入通用技术集团后信用资质提升，融资成本呈下降趋势。	公司参与投资的企业润生药业有限公司申报的核心产品“沙美特罗替卡松吸入粉雾剂”正式获得美国食品药品监督管理局（FDA）批准上市。	2026-06-29\|5.12\|3.85\|4.90\|5.14\|4.79\|342884;2026-06-30\|5.01\|-2.15\|5.08\|5.09\|4.94\|237419;2026-07-01\|5.10\|1.80\|4.99\|5.11\|4.93\|280275;2026-07-02\|5.17\|1.37\|5.09\|5.23\|5.07\|314265;2026-07-03\|5.32\|2.90\|5.20\|5.35\|5.19\|339698;2026-07-06\|5.39\|1.32\|5.33\|5.46\|5.22\|365742;2026-07-07\|5.17\|-4.08\|5.31\|5.33\|5.14\|320977;2026-07-08\|5.17\|0.00\|5.16\|5.26\|5.10\|221916;2026-07-09\|5.08\|-1.74\|5.14\|5.21\|5.06\|258262;2026-07-10\|5.18\|1.97\|5.08\|5.22\|5.00\|326339;2026-07-13\|5.29\|2.12\|5.19\|5.40\|5.17\|444822;2026-07-14\|5.39\|1.89\|5.24\|5.44\|5.21\|416302;2026-07-15\|5.59\|3.71\|5.32\|5.64\|5.30\|600528;2026-07-16\|5.64\|0.89\|5.55\|5.80\|5.50\|587593;2026-07-17\|5.33\|-5.50\|5.60\|5.64\|5.33\|549988;2026-07-20\|5.40\|1.31\|5.30\|5.45\|5.27\|380730;2026-07-21\|5.36\|-0.74\|5.34\|5.42\|5.30\|333838;2026-07-22\|5.32\|-0.75\|5.36\|5.43\|5.24\|323558;2026-07-23\|5.34\|0.38\|5.29\|5.35\|5.23\|242920;2026-07-24\|5.17\|-3.18\|5.30\|5.35\|5.16\|232730;2026-07-27\|5.34\|3.29\|5.15\|5.35\|5.11\|243682;2026-07-28\|5.34\|0.00\|5.33\|5.41\|5.29\|199711;2026-07-29\|5.43\|1.69\|5.35\|5.46\|5.32\|239442;2026-07-30\|5.44\|0.18\|5.41\|5.50\|5.36\|235705;2026-07-31\|5.47\|0.55\|5.40\|5.49\|5.40\|229316;2026-08-03\|5.50\|0.55\|5.46\|5.53\|5.45\|151535;2026-08-04\|5.57\|1.27\|5.52\|5.58\|5.48\|293904;2026-08-05\|5.37\|-3.59\|5.47\|5.48\|5.33\|522756;2026-08-06\|5.34\|-0.56\|5.35\|5.37\|5.22\|352775;2026-08-07\|5.43\|1.69\|5.30\|5.44\|5.28\|381506;2026-08-10\|5.51\|1.47\|5.43\|5.59\|5.41\|397873;2026-08-11\|5.59\|1.45\|5.47\|5.64\|5.47\|396397;2026-08-12\|5.66\|1.25\|5.59\|5.77\|5.55\|455626;2026-08-13\|5.72\|1.06\|5.61\|5.79\|5.52\|488831;2026-08-14\|6.29\|9.96\|5.79\|6.29\|5.66\|601321;2026-08-17\|6.02\|-4.29\|6.22\|6.22\|5.84\|1278523;2026-08-18\|5.82\|-3.32\|6.02\|6.08\|5.77\|717956;2026-08-19\|5.66\|-2.75\|5.83\|6.15\|5.65\|822296;2026-08-20\|5.77\|1.94\|5.87\|5.90\|5.71\|745108;2026-08-21\|5.48\|-5.03\|5.69\|5.69\|5.43\|567367;2026-08-24\|5.41\|-1.28\|5.50\|5.55\|5.37\|351282;2026-08-25\|5.58\|3.14\|5.40\|5.60\|5.37\|364458;2026-08-26\|5.46\|-2.15\|5.51\|5.61\|5.45\|418006;2026-08-27\|5.54\|1.47\|5.46\|5.57\|5.42\|319481;2026-08-28\|5.58\|0.72\|5.52\|5.61\|5.48\|263366;2026-08-31\|5.43\|-2.69\|5.53\|5.54\|5.40\|326500;2026-09-01\|5.52\|1.66\|5.41\|5.53\|5.40\|274257;2026-09-02\|5.46\|-1.09\|5.54\|5.58\|5.45\|203732;2026-09-03\|5.32\|-2.56\|5.47\|5.48\|5.31\|345745;2026-09-04\|5.32\|0.00\|5.32\|5.39\|5.29\|199082;2026-09-07\|5.36\|0.75\|5.33\|5.36\|5.30\|134506;2026-09-08\|5.43\|1.31\|5.36\|5.45\|5.33\|211188;2026-09-09\|5.36\|-1.29\|5.43\|5.43\|5.33\|162267;2026-09-10\|5.29\|-1.31\|5.34\|5.36\|5.25\|154679;2026-09-11\|5.19\|-1.89\|5.27\|5.27\|5.15\|197691;2026-09-14\|5.25\|1.16\|5.18\|5.26\|5.15\|138222;2026-09-15\|5.17\|-1.52\|5.24\|5.26\|5.16\|131176;2026-09-16\|5.17\|0.00\|5.15\|5.20\|5.11\|123005;2026-09-17\|5.17\|0.00\|5.15\|5.20\|5.14\|113469;2026-09-18\|5.21\|0.77\|5.18\|5.25\|5.17\|123774;2026-09-21\|5.34\|2.50\|5.21\|5.35\|5.21\|229671;2026-09-22\|5.29\|-0.94\|5.33\|5.34\|5.26\|175205;2026-09-23\|5.22\|-1.32\|5.27\|5.30\|5.22\|129254;2026-09-24\|5.19\|-0.57\|5.22\|5.27\|5.16\|129413;2026-09-28\|5.21\|0.39\|5.20\|5.24\|5.15\|125928;2026-09-29\|5.20\|-0.19\|5.19\|5.24\|5.17\|111987;2026-09-30\|5.25\|0.96\|5.20\|5.26\|5.18\|156692;2026-10-08\|5.23\|-0.38\|5.25\|5.30\|5.20\|156504;2026-10-09\|5.34\|2.10\|5.22\|5.36\|5.20\|229198;2026-10-12\|5.32\|-0.37\|5.35\|5.38\|5.28\|144327;2026-10-13\|5.29\|-0.56\|5.30\|5.32\|5.24\|159225;2026-10-14\|5.30\|0.19\|5.27\|5.34\|5.26\|111004;2026-10-15\|5.23\|-1.32\|5.26\|5.32\|5.20\|155944;2026-10-16\|5.17\|-1.15\|5.27\|5.34\|5.13\|225026;2026-10-19\|5.17\|0.00\|5.13\|5.21\|5.12\|116956;2026-10-20\|5.14\|-0.58\|5.16\|5.17\|5.10\|114851;2026-10-21\|5.17\|0.58\|5.14\|5.23\|5.14\|131656;2026-10-22\|5.07\|-1.93\|5.18\|5.20\|5.07\|132198;2026-10-23\|5.05\|-0.39\|5.03\|5.08\|4.95\|223233;2026-10-26\|5.10\|0.99\|5.00\|5.12\|4.99\|162323;2026-10-27\|4.99\|-2.16\|5.08\|5.13\|4.99\|142044;2026-10-28\|5.03\|0.80\|4.99\|5.04\|4.97\|99620;2026-10-29\|5.00\|-0.60\|5.01\|5.05\|4.98\|115691;2026-10-30\|5.03\|0.60\|4.98\|5.11\|4.94\|188902;2026-11-02\|5.11\|1.59\|5.03\|5.12\|5.01\|140240;2026-11-03\|5.17\|1.17\|5.10\|5.17\|5.08\|170855;2026-11-04\|5.18\|0.19\|5.15\|5.23\|5.14\|187206;2026-11-05\|5.18\|0.00\|5.19\|5.20\|5.15\|140984;2026-11-06\|5.13\|-0.97\|5.12\|5.16\|5.07\|117055
126234	1-7月中国创新药BD交易总金额达1063亿美元	医药商业+SPD+半年报预增+上海国资 1、公司是以医药流通及服务和服装批发、零售为核心的双主业经营模式，下属医药和服装两大板块。 2、据2025年年度报告，公司大力发展区域化SPD业务，SPD医疗供应链项目持续优化平台功能，已初步探索UDI与相关编码的四码映射，筑牢医疗器械全流程智能监管体系。 3、据2026年半年度业绩预增公告，公司预计2026年中报净利润2146万元至2242万元，同比增长81.85%至89.98%，主要系转让南京天石软件11.11%股权确认收益及主营业务稳健经营。 4、据2025年年度报告，公司最终控制人为上海市静安区国有资产监督管理委员会，属于上海国资背景。	公司医药板块主要是中、西成药的批发、零售及以中华老字号“雷允上”为品牌的中医药药学服务和自主品牌“上雷”牌高档滋补品（枫斗、虫草、燕窝、海参等）的销售	2026-06-29\|10.37\|2.27\|10.14\|10.47\|9.79\|32965;2026-06-30\|10.14\|-2.22\|10.40\|10.40\|10.10\|26370;2026-07-01\|10.54\|3.94\|10.28\|10.59\|10.01\|37110;2026-07-02\|10.63\|0.85\|10.54\|10.86\|10.49\|33906;2026-07-03\|11.12\|4.61\|10.70\|11.19\|10.67\|51011;2026-07-06\|10.99\|-1.17\|11.09\|11.16\|10.90\|29453;2026-07-07\|10.66\|-2.91\|10.98\|10.98\|10.64\|23032;2026-07-08\|10.68\|0.19\|10.67\|10.81\|10.51\|18653;2026-07-09\|10.53\|-1.40\|10.68\|10.85\|10.41\|22143;2026-07-10\|10.79\|2.47\|10.68\|10.93\|10.31\|31616;2026-07-13\|10.81\|0.19\|10.78\|10.99\|10.69\|31262;2026-07-14\|11.30\|4.53\|10.82\|11.36\|10.72\|58314;2026-07-15\|11.41\|0.97\|11.13\|11.54\|11.13\|55512;2026-07-16\|11.59\|1.58\|11.26\|11.68\|11.26\|43066;2026-07-17\|11.12\|-4.06\|11.52\|11.73\|11.09\|49050;2026-07-20\|10.85\|-2.43\|11.01\|11.18\|10.70\|47131;2026-07-21\|10.46\|-3.59\|10.80\|10.82\|10.21\|48144;2026-07-22\|10.30\|-1.53\|10.38\|10.71\|10.24\|31043;2026-07-23\|10.50\|1.94\|10.22\|10.50\|10.19\|26651;2026-07-24\|10.03\|-4.48\|10.42\|10.53\|10.03\|32203;2026-07-27\|10.24\|2.09\|10.03\|10.30\|9.95\|25750;2026-07-28\|10.24\|0.00\|10.21\|10.45\|10.21\|23345;2026-07-29\|10.41\|1.66\|10.32\|10.50\|10.28\|25798;2026-07-30\|10.30\|-1.06\|10.41\|10.59\|10.27\|25934;2026-07-31\|10.47\|1.65\|10.30\|10.49\|10.28\|21846;2026-08-03\|10.79\|3.06\|10.50\|10.79\|10.42\|30202;2026-08-04\|10.79\|0.00\|10.83\|10.98\|10.75\|25982;2026-08-05\|10.72\|-0.65\|10.77\|10.85\|10.64\|26476;2026-08-06\|11.79\|9.98\|10.70\|11.79\|10.62\|133097;2026-08-07\|12.97\|10.01\|11.90\|12.97\|11.60\|157225;2026-08-10\|14.27\|10.02\|14.27\|14.27\|14.27\|59043;2026-08-11\|15.70\|10.02\|14.90\|15.70\|14.80\|484395;2026-08-12\|17.27\|10.00\|15.71\|17.27\|15.53\|630907;2026-08-13\|16.00\|-7.35\|15.56\|16.89\|15.54\|524167;2026-08-14\|17.60\|10.00\|15.57\|17.60\|15.04\|450434;2026-08-17\|19.03\|8.12\|17.61\|19.36\|17.23\|639830;2026-08-18\|20.93\|9.98\|18.12\|20.93\|18.12\|574045;2026-08-19\|19.50\|-6.83\|20.00\|20.80\|18.84\|490757;2026-08-20\|18.33\|-6.00\|20.47\|20.47\|17.90\|497345;2026-08-21\|16.50\|-9.98\|16.50\|16.94\|16.50\|145425;2026-08-24\|18.15\|10.00\|15.83\|18.15\|15.83\|509740;2026-08-25\|19.18\|5.67\|17.61\|19.97\|16.67\|564432;2026-08-26\|21.10\|10.01\|19.51\|21.10\|18.96\|553030;2026-08-27\|21.70\|2.84\|22.48\|22.98\|20.63\|648604;2026-08-28\|20.29\|-6.50\|21.70\|21.78\|19.53\|569372;2026-08-31\|18.26\|-10.00\|18.42\|19.04\|18.26\|311016;2026-09-01\|20.09\|10.02\|18.26\|20.09\|17.96\|496045;2026-09-02\|18.08\|-10.01\|20.00\|20.65\|18.08\|415373;2026-09-03\|16.32\|-9.73\|17.35\|17.74\|16.27\|385034;2026-09-04\|17.57\|7.66\|16.52\|17.95\|16.30\|510486;2026-09-07\|17.46\|-0.63\|17.80\|17.88\|17.22\|395393;2026-09-08\|17.49\|0.17\|17.47\|18.17\|16.81\|420595;2026-09-09\|16.63\|-4.92\|17.32\|17.40\|16.49\|270131;2026-09-10\|15.92\|-4.27\|16.22\|16.24\|15.68\|204372;2026-09-11\|15.43\|-3.08\|16.03\|16.03\|15.20\|156243;2026-09-14\|15.47\|0.26\|15.43\|15.76\|15.03\|158118;2026-09-15\|15.00\|-3.04\|15.51\|15.51\|14.96\|139400;2026-09-16\|14.92\|-0.53\|14.88\|15.16\|14.70\|112361;2026-09-17\|15.04\|0.80\|14.92\|15.51\|14.80\|220332;2026-09-18\|15.29\|1.66\|14.93\|15.79\|14.89\|264030;2026-09-21\|16.32\|6.74\|15.39\|16.41\|15.39\|357264;2026-09-22\|17.35\|6.31\|16.33\|17.95\|15.88\|480443;2026-09-23\|15.81\|-8.88\|16.78\|16.78\|15.67\|372074;2026-09-24\|15.24\|-3.61\|15.52\|17.16\|15.12\|313064;2026-09-28\|15.15\|-0.59\|15.70\|16.27\|14.80\|239375;2026-09-29\|14.99\|-1.06\|15.00\|15.53\|14.68\|181558;2026-09-30\|15.01\|0.13\|15.00\|15.48\|14.86\|141315;2026-10-08\|15.50\|3.26\|15.31\|15.98\|15.12\|235558;2026-10-09\|15.65\|0.97\|15.43\|15.68\|14.47\|245906;2026-10-12\|14.58\|-6.84\|15.52\|15.76\|14.57\|161730;2026-10-13\|14.69\|0.75\|14.43\|14.84\|13.82\|131486;2026-10-14\|14.30\|-2.65\|14.69\|14.76\|14.27\|79387;2026-10-15\|14.19\|-0.77\|14.10\|14.83\|13.91\|117582;2026-10-16\|13.84\|-2.47\|14.47\|14.84\|13.70\|135062;2026-10-19\|13.46\|-2.75\|13.64\|13.80\|13.10\|119582;2026-10-20\|13.46\|0.00\|13.31\|13.60\|13.29\|73067;2026-10-21\|13.64\|1.34\|13.60\|13.93\|13.50\|79844;2026-10-22\|12.99\|-4.77\|13.53\|13.65\|12.90\|83582;2026-10-23\|12.92\|-0.54\|12.72\|12.97\|12.12\|101092;2026-10-26\|12.87\|-0.39\|12.82\|13.05\|12.63\|84511;2026-10-27\|12.74\|-1.01\|12.98\|13.27\|12.71\|85490;2026-10-28\|12.72\|-0.16\|12.78\|12.87\|12.45\|72992;2026-10-29\|12.40\|-2.52\|12.77\|12.88\|12.39\|57246;2026-10-30\|12.74\|2.74\|12.60\|13.64\|12.20\|250493;2026-11-02\|13.40\|5.18\|12.83\|13.89\|12.19\|270052;2026-11-03\|13.82\|3.13\|13.53\|14.26\|13.13\|338345;2026-11-04\|14.04\|1.59\|13.37\|14.54\|13.24\|388560;2026-11-05\|13.75\|-2.07\|13.50\|13.89\|13.43\|300837;2026-11-06\|12.96\|-5.75\|13.13\|13.50\|12.66\|191821
126233		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
126232		尼龙6+涤纶工业丝+智能制造 1、据2026年5月20日投资者关系活动记录表，公司正推进年产8万吨涤纶高模低缩工业丝项目，将产业链向上游核心原料环节延伸，构建“涤纶工业丝—涤纶帘子布”一体化配套能力，计划2026年下半年陆续建成投产。 2、据2026年5月20日投资者关系活动记录表，同欣化纤纺丝和捻织车间智能化改造项目已完成，实现全流程智能化；公司还全面推广设备信息化管理系统，实现点检、维修、保养全流程数字化闭环管理。 3、据2026年5月20日投资者关系活动记录表，公司是国内从事尼龙6系列产品研发、生产和销售的主要企业之一，形成了集尼龙6切片、丝线、帘子布于一体的完整产业链。	国内尼龙6系列主要生产企业之一	2026-06-29\|17.10\|-1.84\|17.30\|17.37\|16.75\|20152;2026-06-30\|17.15\|0.29\|17.52\|17.52\|16.87\|14349;2026-07-01\|17.38\|1.34\|17.13\|17.65\|17.03\|18100;2026-07-02\|17.44\|0.35\|17.38\|17.87\|17.30\|18344;2026-07-03\|17.91\|2.69\|17.46\|18.04\|17.33\|21853;2026-07-06\|17.64\|-1.51\|18.09\|18.09\|17.50\|14003;2026-07-07\|16.92\|-4.08\|17.60\|17.60\|16.88\|13136;2026-07-08\|16.50\|-2.48\|16.97\|16.97\|16.43\|18118;2026-07-09\|16.42\|-0.48\|16.41\|16.84\|16.14\|15292;2026-07-10\|16.74\|1.95\|16.44\|17.02\|16.10\|18223;2026-07-13\|16.23\|-3.05\|16.74\|16.94\|16.16\|13358;2026-07-14\|16.50\|1.66\|16.25\|16.54\|16.00\|15952;2026-07-15\|16.95\|2.73\|16.46\|17.17\|16.46\|18441;2026-07-16\|17.24\|1.71\|16.84\|17.50\|16.72\|21285;2026-07-17\|16.95\|-1.68\|17.25\|17.99\|16.73\|26686;2026-07-20\|16.66\|-1.71\|16.97\|17.28\|16.19\|27381;2026-07-21\|16.24\|-2.52\|16.62\|16.69\|16.04\|28418;2026-07-22\|16.04\|-1.23\|16.25\|16.37\|15.95\|14840;2026-07-23\|16.46\|2.62\|16.02\|16.53\|16.00\|16145;2026-07-24\|15.91\|-3.34\|16.52\|16.55\|15.88\|14496;2026-07-27\|16.30\|2.45\|15.83\|16.35\|15.82\|12643;2026-07-28\|16.49\|1.17\|16.02\|16.68\|16.02\|13887;2026-07-29\|16.91\|2.55\|16.65\|17.10\|16.42\|17599;2026-07-30\|18.60\|9.99\|16.78\|18.60\|16.78\|39518;2026-07-31\|18.11\|-2.63\|18.66\|18.90\|17.99\|62573;2026-08-03\|18.45\|1.88\|18.10\|18.47\|17.95\|41869;2026-08-04\|18.32\|-0.70\|18.82\|18.86\|18.16\|28073;2026-08-05\|18.25\|-0.38\|18.42\|18.46\|18.11\|23531;2026-08-06\|18.29\|0.22\|18.35\|18.49\|18.03\|22805;2026-08-07\|18.18\|-0.60\|18.18\|18.24\|17.80\|19624;2026-08-10\|20.00\|10.01\|18.17\|20.00\|18.09\|69719;2026-08-11\|19.25\|-3.75\|19.90\|19.94\|19.25\|73824;2026-08-12\|19.30\|0.26\|19.23\|19.70\|19.15\|37730;2026-08-13\|19.04\|-1.35\|19.30\|19.46\|19.01\|30944;2026-08-14\|20.94\|9.98\|18.98\|20.94\|18.98\|69913;2026-08-17\|20.71\|-1.10\|20.53\|21.40\|20.10\|97657;2026-08-18\|21.78\|5.17\|20.92\|22.33\|20.45\|100024;2026-08-19\|23.13\|6.20\|21.22\|23.87\|20.80\|116497;2026-08-20\|22.60\|-2.29\|22.70\|23.60\|22.10\|110079;2026-08-21\|20.34\|-10.00\|22.36\|22.50\|20.34\|76949;2026-08-24\|18.31\|-9.98\|19.82\|20.34\|18.31\|83302;2026-08-25\|19.02\|3.88\|18.13\|19.38\|18.13\|66238;2026-08-26\|19.33\|1.63\|18.88\|19.78\|18.59\|53906;2026-08-27\|19.64\|1.60\|19.28\|19.75\|19.24\|43758;2026-08-28\|19.71\|0.36\|19.38\|19.89\|19.38\|35486;2026-08-31\|19.83\|0.61\|19.50\|19.98\|19.50\|27868;2026-09-01\|20.02\|0.96\|19.80\|20.14\|19.72\|25986;2026-09-02\|20.03\|0.05\|19.85\|20.14\|19.52\|25323;2026-09-03\|19.70\|-1.65\|20.04\|20.24\|19.67\|24644;2026-09-04\|19.41\|-1.47\|19.66\|20.08\|19.32\|26894;2026-09-07\|19.59\|0.93\|19.52\|19.80\|19.42\|24361;2026-09-08\|19.91\|1.63\|19.59\|19.98\|19.49\|19387;2026-09-09\|19.57\|-1.71\|19.83\|19.87\|19.49\|18071;2026-09-10\|18.96\|-3.12\|19.67\|19.67\|18.96\|20485;2026-09-11\|18.43\|-2.80\|18.88\|18.90\|18.34\|19629;2026-09-14\|18.57\|0.76\|18.50\|18.76\|18.21\|15765;2026-09-15\|18.30\|-1.45\|18.62\|18.75\|18.28\|12806;2026-09-16\|18.39\|0.49\|18.28\|18.56\|18.14\|14468;2026-09-17\|18.47\|0.43\|18.25\|18.53\|18.25\|11649;2026-09-18\|18.85\|2.06\|18.58\|18.95\|18.58\|15653;2026-09-21\|19.21\|1.91\|18.86\|19.27\|18.77\|18855;2026-09-22\|18.94\|-1.41\|19.14\|19.37\|18.89\|16040;2026-09-23\|18.97\|0.16\|18.94\|19.10\|18.76\|16560;2026-09-24\|19.16\|1.00\|18.97\|19.25\|18.82\|19964;2026-09-28\|19.05\|-0.57\|19.14\|19.61\|18.91\|27324;2026-09-29\|18.84\|-1.10\|18.72\|19.14\|18.72\|18170;2026-09-30\|19.11\|1.43\|18.98\|19.26\|18.80\|16036;2026-10-08\|18.94\|-0.89\|19.11\|19.31\|18.77\|21192;2026-10-09\|18.98\|0.21\|19.03\|19.10\|18.40\|16283;2026-10-12\|18.78\|-1.05\|19.10\|19.10\|18.52\|13688;2026-10-13\|19.05\|1.44\|18.65\|19.39\|18.18\|27367;2026-10-14\|18.29\|-3.99\|19.02\|19.16\|18.27\|26440;2026-10-15\|17.86\|-2.35\|18.00\|18.28\|17.68\|16291;2026-10-16\|18.15\|1.62\|18.25\|18.53\|18.03\|19936;2026-10-19\|18.46\|1.71\|18.11\|18.75\|17.70\|33349;2026-10-20\|18.14\|-1.73\|18.00\|18.70\|18.00\|22949;2026-10-21\|18.71\|3.14\|18.29\|19.09\|18.14\|51035;2026-10-22\|17.54\|-6.25\|18.80\|19.09\|17.50\|48479;2026-10-23\|17.72\|1.03\|17.06\|17.80\|16.84\|33599;2026-10-26\|17.42\|-1.69\|17.80\|17.85\|17.34\|18647;2026-10-27\|17.43\|0.06\|17.36\|18.24\|17.36\|22679;2026-10-28\|18.06\|3.61\|17.33\|19.17\|17.18\|51332;2026-10-29\|19.87\|10.02\|17.65\|19.87\|17.50\|130000;2026-10-30\|20.43\|2.82\|19.20\|20.50\|18.58\|170828;2026-11-02\|19.71\|-3.52\|19.65\|19.74\|18.55\|129008;2026-11-03\|21.11\|7.10\|19.52\|21.68\|19.16\|219299;2026-11-04\|19.00\|-10.00\|19.76\|19.99\|19.00\|156678;2026-11-05\|18.85\|-0.79\|18.51\|18.97\|18.01\|110352;2026-11-06\|18.40\|-2.39\|18.26\|18.75\|18.16\|68747
126231	1-7月中国创新药BD交易总金额达1063亿美元	中药创新药+CRO+战略合作行业原因： 1、据西南证券8月8日研报，创新药中报业绩密集兑现，百济神州、荣昌生物、信达生物同步发布业绩利好形成板块共振。 2、据中泰证券8月10日研报，石药集团与阿斯利康达成重要合作，进一步体现MNC对中国创新资产价值认可，市场关注点由BD首付款转向全球商业化兑现。公司原因： 1、据证券时报2026年8月11日报道，博济医药与长春中医药大学附属医院签署战略合作协议，围绕药物及医疗器械临床试验、临床研究人才培养、中医药科研成果转化等板块开展全方位合作。 2、据2026年6月9日公告，公司拟向特定对象发行股票，募资用于中药创新药研发项目，重点推进两款中药1类创新药CRA片拟用于慢性心力衰竭和卿芷软膏拟用于膝骨关节炎的临床试验及上市申请。 3、据2025年年度报告及2026年6月9日公告，公司是国内领先的全流程一站式CRO服务商，服务涵盖临床前研究、临床研究及CDMO，累计助力客户获得新药证书近70项、生产批件近130项。	公司与深圳埃格林医药有限公司签订战略合作协议，未来将利用人工智能（AI）在临床试验领域展开战略合作，共同探索利用AI技术解决临床阶段高不确定性创新靶点的临床研究策略等方面的问题	2026-06-29\|9.00\|8.56\|8.20\|9.16\|8.15\|206640;2026-06-30\|8.76\|-2.67\|8.90\|9.03\|8.66\|134954;2026-07-01\|9.24\|5.48\|8.79\|9.24\|8.55\|190501;2026-07-02\|9.19\|-0.54\|9.12\|9.48\|9.11\|152266;2026-07-03\|9.27\|0.87\|9.20\|9.49\|9.02\|127071;2026-07-06\|9.49\|2.37\|9.27\|9.66\|9.11\|206704;2026-07-07\|9.02\|-4.95\|9.36\|9.39\|8.98\|156567;2026-07-08\|9.03\|0.11\|9.00\|9.45\|8.92\|135548;2026-07-09\|9.11\|0.89\|8.89\|9.30\|8.78\|145545;2026-07-10\|9.48\|4.06\|9.02\|9.66\|8.87\|198641;2026-07-13\|9.48\|0.00\|9.44\|9.72\|9.40\|200836;2026-07-14\|9.94\|4.85\|9.40\|9.97\|9.18\|263786;2026-07-15\|10.25\|3.12\|9.80\|10.70\|9.75\|404588;2026-07-16\|10.79\|5.27\|10.20\|11.11\|10.09\|505567;2026-07-17\|9.73\|-9.82\|10.53\|10.60\|9.67\|414399;2026-07-20\|9.80\|0.72\|9.65\|10.01\|9.51\|277303;2026-07-21\|9.48\|-3.27\|9.66\|9.71\|9.01\|279115;2026-07-22\|9.70\|2.32\|9.30\|10.15\|9.24\|280643;2026-07-23\|9.64\|-0.62\|9.48\|9.74\|9.32\|206950;2026-07-24\|9.22\|-4.36\|9.49\|9.78\|9.20\|175625;2026-07-27\|9.62\|4.34\|9.11\|9.72\|9.10\|197263;2026-07-28\|9.62\|0.00\|9.51\|9.90\|9.51\|185247;2026-07-29\|9.47\|-1.56\|9.72\|9.84\|9.38\|204139;2026-07-30\|8.97\|-5.28\|9.38\|9.50\|8.89\|217598;2026-07-31\|9.15\|2.01\|8.90\|9.31\|8.88\|155224;2026-08-03\|9.22\|0.77\|9.11\|9.35\|9.06\|111111;2026-08-04\|9.96\|8.03\|9.36\|10.33\|9.36\|340867;2026-08-05\|9.91\|-0.50\|9.82\|10.09\|9.82\|218040;2026-08-06\|9.91\|0.00\|10.07\|10.11\|9.77\|184792;2026-08-07\|10.90\|9.99\|9.91\|10.95\|9.86\|483606;2026-08-10\|11.23\|3.03\|10.95\|11.45\|10.88\|494852;2026-08-11\|11.79\|4.99\|11.10\|12.43\|11.01\|530014;2026-08-12\|12.04\|2.12\|11.70\|12.88\|11.62\|489732;2026-08-13\|14.45\|20.02\|11.92\|14.45\|11.91\|611857;2026-08-14\|17.34\|20.00\|16.22\|17.34\|15.55\|786070;2026-08-17\|17.60\|1.50\|16.81\|17.71\|16.52\|1211573;2026-08-18\|16.64\|-5.45\|16.81\|17.99\|16.22\|814211;2026-08-19\|15.35\|-7.75\|16.28\|16.47\|15.02\|661136;2026-08-20\|15.74\|2.54\|15.90\|16.48\|14.85\|906681;2026-08-21\|14.43\|-8.32\|15.44\|15.50\|14.30\|729313;2026-08-24\|14.15\|-1.94\|14.91\|14.99\|13.91\|478586;2026-08-25\|14.08\|-0.49\|14.10\|14.23\|13.72\|462115;2026-08-26\|13.54\|-3.84\|14.01\|14.28\|13.31\|433106;2026-08-27\|13.93\|2.88\|13.74\|13.98\|13.49\|487838;2026-08-28\|13.24\|-4.95\|13.60\|14.30\|13.23\|621656;2026-08-31\|12.86\|-2.87\|13.01\|13.10\|12.59\|462940;2026-09-01\|12.97\|0.86\|12.86\|13.03\|12.66\|304017;2026-09-02\|12.68\|-2.24\|12.91\|12.94\|12.58\|251066;2026-09-03\|12.61\|-0.55\|12.82\|13.04\|12.49\|215698;2026-09-04\|12.43\|-1.43\|12.95\|13.08\|12.28\|293203;2026-09-07\|12.80\|2.98\|12.50\|12.82\|12.41\|254078;2026-09-08\|13.15\|2.73\|12.72\|13.17\|12.60\|464100;2026-09-09\|12.90\|-1.90\|13.04\|13.32\|12.78\|457170;2026-09-10\|12.35\|-4.26\|12.76\|12.78\|12.08\|402369;2026-09-11\|12.09\|-2.11\|12.23\|12.38\|11.85\|287906;2026-09-14\|12.63\|4.47\|12.17\|12.81\|11.96\|290449;2026-09-15\|12.37\|-2.06\|12.63\|12.79\|12.36\|211956;2026-09-16\|12.81\|3.56\|12.42\|12.95\|12.22\|250766;2026-09-17\|13.13\|2.50\|12.70\|13.38\|12.70\|499127;2026-09-18\|13.40\|2.06\|13.25\|13.82\|13.10\|586555;2026-09-21\|14.37\|7.24\|13.53\|14.60\|13.53\|662721;2026-09-22\|14.86\|3.41\|14.24\|15.08\|14.07\|743640;2026-09-23\|15.17\|2.09\|14.60\|15.50\|14.23\|638082;2026-09-24\|14.44\|-4.81\|14.68\|15.10\|14.44\|520394;2026-09-28\|14.23\|-1.45\|14.35\|14.65\|14.00\|340097;2026-09-29\|14.50\|1.90\|14.14\|15.80\|13.90\|524658;2026-09-30\|14.73\|1.59\|14.63\|15.18\|14.15\|506992;2026-10-08\|13.92\|-5.50\|15.29\|15.30\|13.85\|467728;2026-10-09\|14.11\|1.36\|13.75\|14.24\|13.03\|411673;2026-10-12\|13.59\|-3.69\|14.16\|14.34\|13.58\|268683;2026-10-13\|13.40\|-1.40\|13.31\|13.53\|12.50\|291177;2026-10-14\|12.86\|-4.03\|13.20\|13.37\|12.84\|166356;2026-10-15\|12.46\|-3.11\|12.59\|13.43\|12.41\|290130;2026-10-16\|12.27\|-1.52\|12.69\|14.07\|12.13\|518571;2026-10-19\|11.80\|-3.83\|12.02\|12.49\|11.21\|378093;2026-10-20\|12.09\|2.46\|11.61\|12.26\|11.42\|284300;2026-10-21\|11.97\|-0.99\|12.29\|12.53\|11.89\|204846;2026-10-22\|11.29\|-5.68\|11.94\|12.09\|11.23\|181967;2026-10-23\|11.32\|0.27\|11.02\|11.42\|10.45\|244370;2026-10-26\|11.15\|-1.50\|11.19\|11.32\|10.96\|142558;2026-10-27\|10.43\|-6.46\|11.21\|11.32\|10.41\|176760;2026-10-28\|11.19\|7.29\|10.43\|11.36\|10.41\|288336;2026-10-29\|11.40\|1.88\|11.25\|11.83\|10.92\|337484;2026-10-30\|11.54\|1.23\|11.36\|12.48\|10.54\|537149;2026-11-02\|11.81\|2.34\|11.75\|11.90\|10.79\|413689;2026-11-03\|11.04\|-6.52\|11.76\|11.88\|10.95\|366657;2026-11-04\|11.89\|7.70\|11.21\|11.90\|10.60\|476640;2026-11-05\|12.10\|1.77\|11.76\|12.30\|11.70\|427809;2026-11-06\|11.48\|-5.12\|11.62\|12.10\|11.48\|292933
126230	北京印发《关于进一步优化调整本市房地产政策的通知》	旧梯更新+电梯+出口 1、据2026年5月7日及5月8日互动易，公司AI技术已实际应用于无接触呼梯、智能派梯、AI故障诊断知识库，并实现100%出厂电梯配置物联网功能，可进行运行状态实时监测与远程升级。 2、据2026年5月7日互动易及2025年年度报告，国家设备更新政策明确支持老旧小区旧梯更新，公司已将旧梯更新作为重要战略方向，积极争取政策红利，并视其为新的业务增长点。 3、据2025年8月28日及2026年4月22日公告，公司产品行销全球100多个国家和地区，境外设有6家子公司，高速电梯出口量连续13年居全国前列。	公司拥有乘客电梯、载货电梯、自动扶梯等全系列产品，产品行销全球60多个国家和地区	2026-06-29\|13.85\|-1.35\|14.01\|14.21\|13.45\|107158;2026-06-30\|14.21\|2.60\|13.91\|14.24\|13.68\|65966;2026-07-01\|14.51\|2.11\|14.20\|15.07\|14.08\|99374;2026-07-02\|14.19\|-2.21\|14.28\|14.65\|14.19\|71198;2026-07-03\|14.39\|1.41\|14.05\|14.66\|13.90\|70445;2026-07-06\|15.83\|10.01\|14.40\|15.83\|14.39\|52830;2026-07-07\|14.25\|-9.98\|16.90\|17.00\|14.25\|193347;2026-07-08\|13.50\|-5.26\|14.13\|14.55\|13.50\|123738;2026-07-09\|14.45\|7.04\|13.64\|14.52\|13.54\|99664;2026-07-10\|15.90\|10.03\|14.59\|15.90\|14.23\|85464;2026-07-13\|15.26\|-4.03\|15.98\|16.03\|15.03\|173258;2026-07-14\|16.19\|6.09\|15.44\|16.35\|14.68\|158271;2026-07-15\|16.37\|1.11\|16.29\|16.57\|15.84\|163896;2026-07-16\|16.20\|-1.04\|15.98\|16.70\|15.50\|143782;2026-07-17\|14.95\|-7.72\|16.45\|16.99\|14.84\|160813;2026-07-20\|14.59\|-2.41\|15.48\|16.38\|14.26\|156065;2026-07-21\|15.24\|4.46\|14.59\|15.36\|13.13\|171587;2026-07-22\|15.35\|0.72\|15.00\|15.78\|14.86\|119523;2026-07-23\|16.89\|10.03\|15.54\|16.89\|15.20\|89990;2026-07-24\|17.64\|4.44\|16.78\|17.65\|16.28\|236715;2026-07-27\|15.88\|-9.98\|16.10\|16.28\|15.88\|134683;2026-07-28\|15.41\|-2.96\|15.07\|16.56\|14.82\|173225;2026-07-29\|14.97\|-2.86\|15.04\|15.59\|14.61\|125582;2026-07-30\|13.47\|-10.02\|14.85\|15.72\|13.47\|151228;2026-07-31\|14.82\|10.02\|13.88\|14.82\|13.77\|210570;2026-08-03\|14.06\|-5.13\|15.45\|15.49\|13.70\|190189;2026-08-04\|14.76\|4.98\|14.34\|14.90\|13.79\|120458;2026-08-05\|15.50\|5.01\|14.78\|15.62\|14.62\|102092;2026-08-06\|16.13\|4.06\|15.50\|16.20\|15.24\|98286;2026-08-07\|16.79\|4.09\|16.13\|16.95\|15.60\|119189;2026-08-10\|17.00\|1.25\|16.50\|17.22\|15.83\|117192;2026-08-11\|16.18\|-4.82\|16.83\|16.95\|16.01\|99555;2026-08-12\|16.27\|0.56\|16.16\|16.99\|15.86\|95692;2026-08-13\|15.95\|-1.97\|16.46\|17.49\|15.70\|228364;2026-08-14\|17.55\|10.03\|15.86\|17.55\|15.70\|112574;2026-08-17\|17.10\|-2.56\|17.22\|17.27\|15.80\|338184;2026-08-18\|16.98\|-0.70\|17.10\|18.16\|16.52\|233373;2026-08-19\|16.52\|-2.71\|16.59\|17.38\|16.30\|155625;2026-08-20\|16.15\|-2.24\|16.59\|17.37\|16.11\|139180;2026-08-21\|16.31\|0.99\|16.11\|16.85\|15.72\|126750;2026-08-24\|16.35\|0.25\|16.15\|16.59\|15.65\|141377;2026-08-25\|16.50\|0.92\|16.20\|16.74\|15.88\|123798;2026-08-26\|15.85\|-3.94\|16.50\|16.62\|15.70\|127516;2026-08-27\|16.68\|5.24\|15.80\|16.79\|15.37\|162768;2026-08-28\|16.38\|-1.80\|16.62\|17.25\|16.30\|131888;2026-08-31\|16.10\|-1.71\|16.21\|16.32\|15.93\|67775;2026-09-01\|15.80\|-1.86\|16.02\|16.15\|15.76\|67906;2026-09-02\|15.35\|-2.85\|15.80\|15.80\|15.29\|55128;2026-09-03\|16.13\|5.08\|15.35\|16.57\|15.35\|100126;2026-09-04\|15.49\|-3.97\|16.29\|17.20\|15.40\|197198;2026-09-07\|15.62\|0.84\|15.50\|15.81\|15.28\|70424;2026-09-08\|15.70\|0.51\|15.60\|16.19\|15.40\|83892;2026-09-09\|16.10\|2.55\|15.68\|16.26\|15.58\|116876;2026-09-10\|15.96\|-0.87\|16.00\|16.13\|15.50\|80303;2026-09-11\|14.85\|-6.95\|15.80\|15.80\|14.41\|114463;2026-09-14\|15.60\|5.05\|14.80\|15.60\|14.55\|82794;2026-09-15\|15.42\|-1.15\|15.45\|15.66\|15.23\|46456;2026-09-16\|16.03\|3.96\|15.35\|16.15\|15.28\|110320;2026-09-17\|17.09\|6.61\|16.32\|17.35\|16.30\|200448;2026-09-18\|17.89\|4.68\|17.15\|18.20\|16.81\|147067;2026-09-21\|16.73\|-6.48\|17.22\|17.63\|16.50\|222019;2026-09-22\|17.46\|4.36\|16.63\|17.52\|16.56\|182756;2026-09-23\|17.41\|-0.29\|17.46\|17.87\|17.14\|119652;2026-09-24\|17.46\|0.29\|17.36\|18.25\|17.01\|135678;2026-09-28\|16.64\|-4.70\|17.52\|17.68\|16.51\|99084;2026-09-29\|16.76\|0.72\|16.52\|17.00\|16.36\|61227;2026-09-30\|17.31\|3.28\|16.90\|17.70\|16.81\|99529;2026-10-08\|19.04\|9.99\|17.61\|19.04\|17.32\|72351;2026-10-09\|18.83\|-1.10\|18.86\|19.29\|17.81\|242921;2026-10-12\|17.78\|-5.58\|18.69\|18.69\|17.69\|145131;2026-10-13\|18.16\|2.14\|17.61\|18.84\|16.70\|200382;2026-10-14\|17.80\|-1.98\|18.13\|18.30\|17.63\|102637;2026-10-15\|17.03\|-4.33\|17.50\|17.63\|16.66\|90831;2026-10-16\|16.96\|-0.41\|17.31\|18.09\|16.79\|92103;2026-10-19\|16.55\|-2.42\|16.75\|16.89\|15.71\|89736;2026-10-20\|16.80\|1.51\|16.45\|16.86\|16.38\|62806;2026-10-21\|16.93\|0.77\|16.85\|17.04\|16.67\|60248;2026-10-22\|16.02\|-5.38\|16.93\|17.05\|16.02\|65443;2026-10-23\|16.00\|-0.12\|15.80\|16.19\|15.05\|90576;2026-10-26\|15.51\|-3.06\|15.90\|16.16\|15.44\|50342;2026-10-27\|15.06\|-2.90\|15.73\|16.15\|15.06\|65577;2026-10-28\|15.55\|3.25\|15.01\|16.00\|14.41\|85221;2026-10-29\|14.00\|-9.97\|15.55\|15.85\|14.00\|114420;2026-10-30\|13.45\|-3.93\|13.36\|14.25\|12.91\|102155;2026-11-02\|14.71\|9.37\|13.66\|14.80\|13.09\|136847;2026-11-03\|14.10\|-4.15\|14.67\|14.75\|13.91\|85851;2026-11-04\|15.02\|6.52\|14.13\|15.05\|13.75\|96417;2026-11-05\|13.54\|-9.85\|14.90\|15.68\|13.52\|256866;2026-11-06\|13.41\|-0.96\|12.79\|13.96\|12.55\|160786
126229	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
126228	光通信龙头Lumentum业绩超预期	超级电容+间接投资光纤公司+储能电站行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。报告指出，高端AI服务器MLCC需求目前已呈现强劲态势，各ODM正积极抢备库存，以应对Rubin机架从2026年下半年起的量产爬坡。公司原因： 1、据2026年4月28日年报，公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，已构建“核心材料－关键器件－储能系统－消防安全”全链条生产体系，并交付多个百兆瓦时级电网侧储能标杆项目。 2、据2026年3月3日公告，公司拟在广东投建200MW/400MWh独立储能电站，总投资约5亿元，建设周期6个月，是公司向“设备+运营”双轮驱动模式转型升级的关键举措。 3、据2023年2月10日互动，公司持有智芯一号99%的股权，已投资苏州易缆微半导体技术有限公司（公司创新的硅光子异质集成产品开发平台具有完全的自主知识产权，是解决人工智能时代数据中心1.6T和3.2T高性能光模块的最优解决方案之一；同时公司的无源产品线（常规和特种），光纤阵列和耦合光器件等，目前已经形成批量生产，客户遍及国内及欧美地区）。	1、公司通过智芯一号股权基金（持股99%）间接投资了苏州易缆微半导体技术有限公司；易缆微半导体是一家光纤通信产品研发生产商，致力于光纤通信系统、光网络系统、光电传感系统、物联网系统技术研究和试验发展及进出口业务； 2、公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，开发新型号产品(如3000F低内阻超级电容器)保持技术领先	2026-06-29\|13.58\|-2.86\|14.00\|14.14\|13.41\|70727;2026-06-30\|13.36\|-1.62\|13.50\|13.64\|13.30\|57418;2026-07-01\|13.35\|-0.07\|13.32\|13.67\|13.27\|58781;2026-07-02\|13.43\|0.60\|13.35\|13.83\|13.23\|69676;2026-07-03\|13.71\|2.08\|13.38\|13.94\|13.30\|68923;2026-07-06\|13.49\|-1.60\|13.77\|14.43\|13.46\|94047;2026-07-07\|14.84\|10.01\|13.59\|14.84\|13.59\|60303;2026-07-08\|16.32\|9.97\|14.70\|16.32\|13.86\|267782;2026-07-09\|15.80\|-3.19\|16.43\|17.12\|14.69\|317567;2026-07-10\|14.51\|-8.16\|14.93\|15.25\|14.22\|222171;2026-07-13\|13.06\|-9.99\|14.38\|14.38\|13.06\|130441;2026-07-14\|12.69\|-2.83\|12.14\|12.75\|11.88\|137867;2026-07-15\|12.69\|0.00\|12.44\|13.00\|12.41\|103237;2026-07-16\|12.77\|0.63\|12.57\|13.18\|12.32\|94120;2026-07-17\|12.10\|-5.25\|12.87\|12.87\|11.92\|77941;2026-07-20\|11.33\|-6.36\|12.31\|12.36\|11.11\|85984;2026-07-21\|11.54\|1.85\|11.33\|11.57\|10.48\|84109;2026-07-22\|11.21\|-2.86\|11.54\|11.65\|11.18\|49109;2026-07-23\|11.45\|2.14\|11.21\|11.60\|11.07\|56824;2026-07-24\|11.19\|-2.27\|11.34\|11.36\|10.96\|51456;2026-07-27\|12.31\|10.01\|11.19\|12.31\|11.19\|52107;2026-07-28\|12.84\|4.31\|12.64\|13.08\|12.32\|162983;2026-07-29\|13.13\|2.26\|12.67\|13.13\|12.51\|115049;2026-07-30\|12.80\|-2.51\|13.00\|13.41\|12.79\|86177;2026-07-31\|13.21\|3.20\|13.09\|13.30\|12.91\|76237;2026-08-03\|13.40\|1.44\|13.22\|13.41\|13.10\|51878;2026-08-04\|13.65\|1.87\|13.53\|13.75\|13.33\|50557;2026-08-05\|13.83\|1.32\|13.48\|13.83\|13.48\|54211;2026-08-06\|13.97\|1.01\|13.80\|14.10\|13.66\|61456;2026-08-07\|14.06\|0.64\|13.99\|14.10\|13.60\|59833;2026-08-10\|15.47\|10.03\|14.20\|15.47\|14.07\|72739;2026-08-11\|15.93\|2.97\|15.46\|16.76\|15.10\|227395;2026-08-12\|16.36\|2.70\|15.73\|16.47\|15.41\|167838;2026-08-13\|16.49\|0.79\|16.83\|17.98\|15.88\|208012;2026-08-14\|18.14\|10.01\|16.53\|18.14\|16.33\|162836;2026-08-17\|18.66\|2.87\|18.89\|19.67\|18.10\|270832;2026-08-18\|16.79\|-10.02\|18.10\|18.51\|16.79\|184952;2026-08-19\|15.80\|-5.90\|16.77\|16.77\|15.78\|162347;2026-08-20\|16.07\|1.71\|16.00\|16.81\|15.90\|108998;2026-08-21\|16.39\|1.99\|15.88\|16.57\|15.88\|71941;2026-08-24\|16.12\|-1.65\|16.22\|16.30\|15.88\|68046;2026-08-25\|16.48\|2.23\|16.00\|16.54\|15.10\|62501;2026-08-26\|16.06\|-2.55\|16.77\|16.78\|16.01\|52125;2026-08-27\|16.25\|1.18\|16.00\|16.27\|15.90\|48335;2026-08-28\|16.03\|-1.35\|16.22\|16.31\|16.01\|33500;2026-08-31\|15.75\|-1.75\|15.88\|16.00\|15.65\|35137;2026-09-01\|16.17\|2.67\|15.80\|16.50\|15.74\|72456;2026-09-02\|15.88\|-1.79\|15.99\|16.05\|15.70\|35699;2026-09-03\|15.96\|0.50\|15.88\|16.05\|15.70\|35835;2026-09-04\|15.82\|-0.88\|15.99\|16.37\|15.68\|41972;2026-09-07\|16.38\|3.54\|15.83\|16.71\|15.54\|71691;2026-09-08\|16.17\|-1.28\|16.57\|16.57\|16.07\|47127;2026-09-09\|16.05\|-0.74\|16.28\|16.38\|16.00\|44952;2026-09-10\|15.79\|-1.62\|16.18\|16.18\|15.71\|33221;2026-09-11\|15.68\|-0.70\|15.67\|15.77\|15.42\|27657;2026-09-14\|15.45\|-1.47\|15.54\|15.73\|15.33\|28701;2026-09-15\|15.52\|0.45\|15.38\|15.74\|15.25\|27951;2026-09-16\|15.68\|1.03\|15.48\|15.72\|15.40\|20074;2026-09-17\|15.78\|0.64\|15.66\|15.89\|15.49\|26502;2026-09-18\|15.92\|0.89\|15.87\|16.06\|15.71\|30232;2026-09-21\|16.13\|1.32\|15.93\|16.34\|15.93\|31903;2026-09-22\|16.25\|0.74\|16.14\|16.34\|16.09\|29390;2026-09-23\|16.83\|3.57\|16.24\|17.48\|16.20\|132182;2026-09-24\|16.98\|0.89\|16.56\|17.73\|16.42\|140549;2026-09-28\|15.81\|-6.89\|16.81\|17.18\|15.81\|99974;2026-09-29\|15.78\|-0.19\|15.85\|16.04\|15.62\|56263;2026-09-30\|15.61\|-1.08\|16.10\|16.40\|15.59\|43247;2026-10-08\|17.17\|9.99\|15.69\|17.17\|15.69\|61128;2026-10-09\|16.65\|-3.03\|18.00\|18.36\|16.22\|167823;2026-10-12\|15.39\|-7.57\|16.34\|16.48\|15.31\|107170;2026-10-13\|15.37\|-0.13\|15.08\|15.47\|14.56\|77761;2026-10-14\|14.85\|-3.38\|15.38\|15.55\|14.81\|44904;2026-10-15\|14.32\|-3.57\|14.50\|14.65\|14.16\|41359;2026-10-16\|13.96\|-2.51\|14.50\|14.70\|13.84\|40916;2026-10-19\|13.79\|-1.22\|13.81\|14.00\|13.36\|29017;2026-10-20\|13.88\|0.65\|13.68\|14.08\|13.68\|20517;2026-10-21\|14.08\|1.44\|13.88\|14.14\|13.88\|22273;2026-10-22\|13.87\|-1.49\|14.08\|14.42\|13.82\|30770;2026-10-23\|14.06\|1.37\|13.88\|14.07\|13.00\|40259;2026-10-26\|13.92\|-1.00\|14.02\|14.82\|13.83\|56593;2026-10-27\|14.22\|2.16\|13.91\|14.72\|13.90\|62456;2026-10-28\|14.86\|4.50\|14.20\|14.94\|14.20\|74332;2026-10-29\|14.50\|-2.42\|14.68\|14.95\|14.46\|40540;2026-10-30\|13.27\|-8.48\|14.01\|14.34\|13.20\|52288;2026-11-02\|13.47\|1.51\|13.30\|13.54\|13.03\|38112;2026-11-03\|13.38\|-0.67\|13.41\|14.13\|13.26\|44277;2026-11-04\|13.55\|1.27\|13.52\|13.63\|12.87\|39487;2026-11-05\|14.08\|3.91\|13.52\|14.34\|13.43\|45338;2026-11-06\|13.90\|-1.28\|13.60\|14.13\|13.50\|28608
126227		半年报增长+缝制电控龙头+机器人+算力 1、据2026年8月14日披露的半年报，公司上半年实现营收18.30亿元，同比增长23.36%；归母净利润5.32亿元，同比增长33.45%。 2、据2026年半年度报告，公司是全球缝制与针织机械电控领域龙头企业，2026年上半年累计申请专利27项，新一代超高速伺服驱动技术实现1400转高速刺绣不断线。 3、据2026年半年度报告，子公司兴汉网际为网络安全硬件供应商，成功开发DeepSeek AI智算一体机及电信高阶智算网关并批量出货。 4、据2025年10月10日互动易，公司自动换底线机器人、智能绕线机器人等已落地刺绣工厂，形成专用自动化设备优势。 5、据公开信息，公司最终控制人为北京市人民政府国有资产监督管理委员会。	国内缝制、针织设备电控领域龙头，上半年净利润同比增长33.45%，报告期内，市场行情向好，缝制针纺电控收入都有不同程度的增加	2026-06-29\|13.11\|-2.09\|13.36\|13.45\|12.98\|91738;2026-06-30\|13.64\|4.04\|13.15\|13.80\|13.13\|95192;2026-07-01\|13.81\|1.25\|13.94\|14.38\|13.74\|104801;2026-07-02\|13.57\|-1.74\|13.68\|14.08\|13.52\|107818;2026-07-03\|14.06\|3.61\|13.70\|14.24\|13.65\|141264;2026-07-06\|13.61\|-3.20\|14.05\|14.05\|13.57\|99051;2026-07-07\|13.27\|-2.50\|13.74\|13.77\|13.23\|81051;2026-07-08\|13.14\|-0.98\|13.07\|13.36\|13.07\|70297;2026-07-09\|13.64\|3.81\|13.15\|13.79\|12.94\|99669;2026-07-10\|13.50\|-1.03\|13.50\|14.00\|13.45\|111627;2026-07-13\|12.87\|-4.67\|13.37\|13.43\|12.86\|106446;2026-07-14\|12.99\|0.93\|13.14\|13.17\|12.60\|77806;2026-07-15\|12.91\|-0.62\|12.90\|13.13\|12.86\|75173;2026-07-16\|12.76\|-1.16\|12.84\|13.04\|12.71\|72009;2026-07-17\|12.28\|-3.76\|12.75\|12.79\|12.12\|104244;2026-07-20\|12.33\|0.41\|12.40\|12.59\|12.06\|91300;2026-07-21\|12.58\|2.03\|12.29\|12.60\|12.24\|93723;2026-07-22\|12.31\|-2.15\|12.49\|12.54\|12.28\|72712;2026-07-23\|12.57\|2.11\|12.30\|12.60\|12.22\|82201;2026-07-24\|12.35\|-1.75\|12.49\|12.50\|12.23\|53557;2026-07-27\|12.56\|1.70\|12.31\|12.60\|12.31\|81708;2026-07-28\|12.79\|1.83\|12.46\|12.82\|12.37\|86328;2026-07-29\|13.28\|3.83\|12.79\|13.32\|12.70\|115582;2026-07-30\|13.33\|0.38\|13.36\|13.57\|13.18\|89408;2026-07-31\|13.50\|1.28\|13.50\|13.65\|13.36\|91544;2026-08-03\|13.68\|1.33\|13.67\|13.75\|13.41\|74760;2026-08-04\|13.70\|0.15\|13.75\|13.78\|13.56\|68221;2026-08-05\|13.69\|-0.07\|13.70\|13.85\|13.61\|68329;2026-08-06\|13.52\|-1.24\|13.63\|13.80\|13.39\|70016;2026-08-07\|13.42\|-0.74\|13.52\|13.58\|13.25\|86632;2026-08-10\|13.54\|0.89\|13.42\|13.62\|13.29\|64999;2026-08-11\|13.53\|-0.07\|13.53\|13.69\|13.41\|57721;2026-08-12\|13.79\|1.92\|13.52\|13.99\|13.41\|100058;2026-08-13\|13.80\|0.07\|13.81\|14.18\|13.65\|126939;2026-08-14\|15.18\|10.00\|14.70\|15.18\|14.70\|208774;2026-08-17\|15.00\|-1.19\|14.86\|15.21\|14.57\|446257;2026-08-18\|14.50\|-3.33\|14.99\|15.09\|14.20\|286073;2026-08-19\|13.80\|-4.83\|14.36\|14.36\|13.80\|189732;2026-08-20\|13.90\|0.72\|13.86\|14.16\|13.82\|111487;2026-08-21\|13.81\|-0.65\|13.88\|13.88\|13.71\|84813;2026-08-24\|13.50\|-2.24\|13.78\|13.85\|13.33\|99837;2026-08-25\|13.72\|1.63\|13.60\|13.78\|13.45\|74969;2026-08-26\|13.72\|0.00\|13.70\|13.88\|13.63\|64243;2026-08-27\|13.84\|0.87\|13.71\|13.86\|13.57\|85822;2026-08-28\|13.73\|-0.79\|13.80\|13.93\|13.71\|68775;2026-08-31\|13.78\|0.36\|13.60\|13.80\|13.56\|69496;2026-09-01\|13.78\|0.00\|13.76\|13.95\|13.69\|84810;2026-09-02\|13.45\|-2.39\|13.61\|13.65\|13.30\|83331;2026-09-03\|13.50\|0.37\|13.50\|13.64\|13.42\|50495;2026-09-04\|13.43\|-0.52\|13.67\|13.83\|13.37\|75726;2026-09-07\|13.53\|0.74\|13.45\|13.72\|13.43\|70854;2026-09-08\|13.45\|-0.59\|13.54\|13.58\|13.41\|45625;2026-09-09\|13.27\|-1.34\|13.45\|13.47\|13.25\|49564;2026-09-10\|13.12\|-1.13\|13.21\|13.24\|13.02\|59038;2026-09-11\|13.01\|-0.84\|13.08\|13.11\|12.85\|50482;2026-09-14\|13.36\|2.69\|13.05\|13.43\|13.00\|66861;2026-09-15\|13.27\|-0.67\|13.39\|13.63\|13.24\|58043;2026-09-16\|13.34\|0.53\|13.33\|13.40\|13.09\|50299;2026-09-17\|13.36\|0.15\|13.28\|13.44\|13.23\|40963;2026-09-18\|13.57\|1.57\|13.44\|13.58\|13.38\|71162;2026-09-21\|13.49\|-0.59\|13.56\|13.63\|13.41\|69677;2026-09-22\|13.46\|-0.22\|13.61\|13.65\|13.40\|64514;2026-09-23\|13.46\|0.00\|13.46\|13.53\|13.37\|44741;2026-09-24\|13.27\|-1.41\|13.43\|13.49\|13.25\|36121;2026-09-28\|12.83\|-3.32\|13.30\|13.31\|12.67\|72515;2026-09-29\|12.95\|0.94\|12.81\|13.03\|12.81\|34663;2026-09-30\|12.93\|-0.15\|13.00\|13.11\|12.90\|32061;2026-10-08\|12.71\|-1.70\|12.91\|13.03\|12.62\|49472;2026-10-09\|12.91\|1.57\|12.71\|12.96\|12.53\|53937;2026-10-12\|13.64\|5.65\|12.90\|13.85\|12.85\|197477;2026-10-13\|13.53\|-0.81\|13.34\|13.62\|13.00\|121652;2026-10-14\|13.57\|0.30\|13.48\|13.77\|13.36\|85353;2026-10-15\|13.20\|-2.73\|13.25\|13.50\|13.07\|90039;2026-10-16\|13.22\|0.15\|13.42\|13.47\|13.08\|70372;2026-10-19\|13.60\|2.87\|13.21\|13.64\|13.16\|94539;2026-10-20\|13.76\|1.18\|13.52\|13.80\|13.43\|98353;2026-10-21\|13.68\|-0.58\|13.75\|13.80\|13.60\|69408;2026-10-22\|13.51\|-1.24\|13.72\|13.75\|13.49\|64786;2026-10-23\|13.96\|3.33\|13.34\|13.97\|13.17\|112289;2026-10-26\|13.74\|-1.58\|13.80\|14.05\|13.70\|86531;2026-10-27\|13.16\|-4.22\|13.85\|13.96\|13.11\|118268;2026-10-28\|13.82\|5.02\|13.35\|13.96\|13.20\|139550;2026-10-29\|13.60\|-1.59\|13.80\|13.81\|13.42\|97993;2026-10-30\|12.24\|-10.00\|12.58\|12.99\|12.24\|234249;2026-11-02\|12.06\|-1.47\|12.24\|12.34\|11.66\|175911;2026-11-03\|12.02\|-0.33\|12.00\|12.09\|11.83\|119021;2026-11-04\|12.27\|2.08\|12.02\|12.35\|11.82\|131247;2026-11-05\|12.45\|1.47\|12.11\|12.55\|12.11\|101534;2026-11-06\|12.22\|-1.85\|12.11\|12.37\|12.09\|65831
126226		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
126225	我国首部数据中心液冷国家标准正式获批发布	算力+液冷+家电 1、据2026年5月13日业绩说明会，公司液冷板块布局冷板式与浸没式两条技术路线，产品应用于智算中心、储能等领域，液冷板现有产能为15万片/年。 2、据2025年8月28日半年报，子公司云创智达与杭州联通签订《算力服务合同》，提供浸没式液冷算力服务解决方案，已形成稳定算力服务收入。 3、据2026年4月29日年报，公司长期深耕家电制冷管路制造领域，已实现对海尔、格力、西门子等全球主要知名家电企业的客户全覆盖。	公司研发设计的浸没式液冷产品主要应用于数据中心散热	2026-06-29\|3.87\|-2.03\|3.96\|4.03\|3.75\|822696;2026-06-30\|3.94\|1.81\|3.86\|3.94\|3.74\|565178;2026-07-01\|3.98\|1.02\|3.92\|4.02\|3.87\|524944;2026-07-02\|3.85\|-3.27\|3.93\|4.02\|3.84\|525205;2026-07-03\|3.86\|0.26\|3.85\|3.92\|3.83\|376127;2026-07-06\|3.98\|3.11\|3.89\|4.15\|3.84\|820027;2026-07-07\|3.65\|-8.29\|3.91\|3.91\|3.63\|724171;2026-07-08\|3.54\|-3.01\|3.65\|3.68\|3.51\|430666;2026-07-09\|3.55\|0.28\|3.53\|3.59\|3.37\|484920;2026-07-10\|3.64\|2.54\|3.55\|3.74\|3.53\|611614;2026-07-13\|3.35\|-7.97\|3.61\|3.64\|3.33\|464103;2026-07-14\|3.44\|2.69\|3.33\|3.45\|3.27\|405925;2026-07-15\|3.44\|0.00\|3.43\|3.51\|3.39\|356266;2026-07-16\|3.43\|-0.29\|3.40\|3.53\|3.38\|341073;2026-07-17\|3.24\|-5.54\|3.43\|3.44\|3.18\|409962;2026-07-20\|3.12\|-3.70\|3.24\|3.33\|3.06\|470853;2026-07-21\|3.17\|1.60\|3.11\|3.17\|2.86\|521895;2026-07-22\|3.18\|0.32\|3.13\|3.26\|3.12\|415795;2026-07-23\|3.33\|4.72\|3.17\|3.34\|3.15\|503611;2026-07-24\|3.26\|-2.10\|3.30\|3.34\|3.23\|330115;2026-07-27\|3.40\|4.29\|3.24\|3.41\|3.22\|365134;2026-07-28\|3.39\|-0.29\|3.34\|3.45\|3.34\|311942;2026-07-29\|3.41\|0.59\|3.39\|3.43\|3.31\|394962;2026-07-30\|3.32\|-2.64\|3.40\|3.46\|3.32\|354599;2026-07-31\|3.43\|3.31\|3.38\|3.47\|3.37\|408812;2026-08-03\|3.53\|2.92\|3.44\|3.54\|3.41\|296204;2026-08-04\|3.61\|2.27\|3.59\|3.63\|3.53\|305428;2026-08-05\|3.69\|2.22\|3.66\|3.71\|3.62\|447555;2026-08-06\|3.75\|1.63\|3.66\|3.78\|3.64\|445242;2026-08-07\|3.81\|1.60\|3.75\|3.99\|3.61\|934736;2026-08-10\|3.75\|-1.57\|3.82\|3.83\|3.64\|563777;2026-08-11\|3.84\|2.40\|3.76\|4.12\|3.72\|948957;2026-08-12\|3.88\|1.04\|3.82\|3.89\|3.75\|608136;2026-08-13\|3.70\|-4.64\|3.82\|3.85\|3.70\|680175;2026-08-14\|4.07\|10.00\|3.72\|4.07\|3.72\|808262;2026-08-17\|4.06\|-0.25\|4.18\|4.32\|4.03\|1918109;2026-08-18\|3.91\|-3.69\|4.03\|4.07\|3.85\|1191973;2026-08-19\|3.57\|-8.70\|3.82\|3.83\|3.57\|778053;2026-08-20\|3.56\|-0.28\|3.64\|3.64\|3.51\|429555;2026-08-21\|3.69\|3.65\|3.51\|3.72\|3.47\|580193;2026-08-24\|3.68\|-0.27\|3.68\|3.78\|3.62\|461481;2026-08-25\|4.05\|10.05\|3.63\|4.05\|3.61\|945555;2026-08-26\|4.46\|10.12\|4.46\|4.46\|4.42\|1187961;2026-08-27\|4.91\|10.09\|4.54\|4.91\|4.54\|2560724;2026-08-28\|4.90\|-0.20\|5.10\|5.40\|4.83\|4873657;2026-08-31\|5.39\|10.00\|4.59\|5.39\|4.59\|2911179;2026-09-01\|5.68\|5.38\|5.51\|5.86\|5.30\|4683836;2026-09-02\|5.81\|2.29\|5.59\|6.10\|5.31\|4029023;2026-09-03\|5.65\|-2.75\|5.78\|6.14\|5.41\|3987782;2026-09-04\|5.21\|-7.79\|5.46\|5.58\|5.13\|3136981;2026-09-07\|5.33\|2.30\|5.10\|5.39\|5.00\|2220507;2026-09-08\|5.51\|3.38\|5.38\|5.64\|5.16\|2490335;2026-09-09\|5.16\|-6.35\|5.43\|5.46\|5.12\|2199302;2026-09-10\|4.96\|-3.88\|5.05\|5.19\|4.90\|1811598;2026-09-11\|4.75\|-4.23\|4.81\|4.90\|4.62\|1271022;2026-09-14\|4.62\|-2.74\|4.67\|4.70\|4.56\|989795;2026-09-15\|4.47\|-3.25\|4.61\|4.62\|4.45\|875846;2026-09-16\|4.74\|6.04\|4.49\|4.75\|4.40\|1357217;2026-09-17\|4.63\|-2.32\|4.61\|4.77\|4.59\|1013159;2026-09-18\|4.67\|0.86\|4.73\|4.74\|4.59\|777218;2026-09-21\|4.74\|1.50\|4.67\|4.78\|4.65\|764780;2026-09-22\|4.69\|-1.05\|4.75\|4.77\|4.66\|751711;2026-09-23\|4.54\|-3.20\|4.69\|4.73\|4.52\|707792;2026-09-24\|4.47\|-1.54\|4.50\|4.55\|4.46\|496146;2026-09-28\|4.28\|-4.25\|4.52\|4.54\|4.25\|680943;2026-09-29\|4.36\|1.87\|4.28\|4.40\|4.21\|592500;2026-09-30\|4.37\|0.23\|4.41\|4.50\|4.34\|480038;2026-10-08\|4.31\|-1.37\|4.42\|4.51\|4.26\|464674;2026-10-09\|4.32\|0.23\|4.31\|4.35\|4.09\|621842;2026-10-12\|4.19\|-3.01\|4.31\|4.32\|4.17\|418714;2026-10-13\|4.28\|2.15\|4.11\|4.34\|4.02\|633964;2026-10-14\|4.18\|-2.34\|4.28\|4.33\|4.17\|380521;2026-10-15\|4.04\|-3.35\|4.03\|4.15\|4.02\|470629;2026-10-16\|4.02\|-0.49\|4.10\|4.15\|3.98\|383332;2026-10-19\|3.98\|-0.99\|4.00\|4.03\|3.87\|422602;2026-10-20\|3.99\|0.25\|3.97\|4.05\|3.94\|331651;2026-10-21\|4.00\|0.25\|4.03\|4.08\|3.98\|308961;2026-10-22\|3.86\|-3.50\|4.00\|4.10\|3.85\|471577;2026-10-23\|3.87\|0.26\|3.76\|3.89\|3.57\|619783;2026-10-26\|3.77\|-2.58\|3.85\|3.88\|3.72\|411968;2026-10-27\|3.63\|-3.71\|3.81\|3.83\|3.62\|296078;2026-10-28\|3.68\|1.38\|3.66\|3.72\|3.60\|310414;2026-10-29\|3.57\|-2.99\|3.70\|3.73\|3.57\|343080;2026-10-30\|3.46\|-3.08\|3.50\|3.64\|3.44\|543742;2026-11-02\|3.59\|3.76\|3.52\|3.63\|3.46\|761781;2026-11-03\|3.58\|-0.28\|3.59\|3.71\|3.52\|630881;2026-11-04\|3.64\|1.68\|3.60\|3.66\|3.43\|724080;2026-11-05\|3.82\|4.95\|3.63\|3.83\|3.59\|776256;2026-11-06\|3.71\|-2.88\|3.68\|3.77\|3.62\|526912
126224	光通信龙头Lumentum业绩超预期	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
126223		照明+智慧灯杆+物联网 1、据2024年4月3日互动易，控股子公司明之辉涉及智慧路灯、智慧灯杆等相关业务，所涉照明设备可应用4G、5G相关网络。 2、据2024年5月9日互动易，公司已构建物联网平台及相应控制器、触发器及智能网关产品，形成照明解决方案。 3、据2025年年度报告，公司“照明+AI”融合产品引领工业照明向智能化、数字化方向发展，已在智慧冶金、数字铁路、智慧电网等领域取得突破。	公司是深海特种照明设备供应商，技术延展至水下机器人及探测装备，适配全海深场景‌	2026-06-29\|4.82\|0.00\|4.86\|4.86\|4.66\|80597;2026-06-30\|4.85\|0.62\|4.84\|4.89\|4.75\|71523;2026-07-01\|4.93\|1.65\|4.83\|4.97\|4.82\|67520;2026-07-02\|4.98\|1.01\|4.93\|5.18\|4.88\|145937;2026-07-03\|5.10\|2.41\|4.95\|5.28\|4.95\|134721;2026-07-06\|5.00\|-1.96\|5.04\|5.18\|4.97\|71758;2026-07-07\|4.80\|-4.00\|4.96\|4.98\|4.78\|67834;2026-07-08\|4.76\|-0.83\|4.75\|4.80\|4.72\|58531;2026-07-09\|4.77\|0.21\|4.75\|4.83\|4.66\|62865;2026-07-10\|4.90\|2.73\|4.75\|5.03\|4.69\|92094;2026-07-13\|4.72\|-3.67\|4.88\|4.92\|4.71\|66048;2026-07-14\|4.83\|2.33\|4.73\|4.84\|4.66\|61090;2026-07-15\|4.97\|2.90\|4.79\|4.99\|4.78\|82798;2026-07-16\|5.02\|1.01\|4.95\|5.07\|4.89\|67704;2026-07-17\|4.93\|-1.79\|5.02\|5.13\|4.87\|76005;2026-07-20\|4.80\|-2.64\|4.91\|5.02\|4.73\|79283;2026-07-21\|4.82\|0.42\|4.80\|4.85\|4.72\|74186;2026-07-22\|4.77\|-1.04\|4.80\|4.86\|4.73\|43675;2026-07-23\|4.96\|3.98\|4.77\|4.97\|4.77\|65929;2026-07-24\|4.87\|-1.81\|4.95\|4.97\|4.86\|44159;2026-07-27\|5.16\|5.95\|4.86\|5.25\|4.86\|130981;2026-07-28\|5.16\|0.00\|5.14\|5.22\|5.09\|83057;2026-07-29\|5.23\|1.36\|5.18\|5.25\|5.14\|67400;2026-07-30\|5.24\|0.19\|5.19\|5.30\|5.17\|64906;2026-07-31\|5.32\|1.53\|5.23\|5.33\|5.22\|63206;2026-08-03\|5.41\|1.69\|5.28\|5.42\|5.27\|55279;2026-08-04\|5.36\|-0.92\|5.42\|5.44\|5.33\|52169;2026-08-05\|5.35\|-0.19\|5.39\|5.50\|5.31\|76185;2026-08-06\|5.36\|0.19\|5.33\|5.38\|5.27\|53396;2026-08-07\|5.33\|-0.56\|5.36\|5.36\|5.23\|49996;2026-08-10\|5.46\|2.44\|5.33\|5.71\|5.30\|89346;2026-08-11\|5.44\|-0.37\|5.46\|5.49\|5.38\|63629;2026-08-12\|5.60\|2.94\|5.41\|5.67\|5.40\|99830;2026-08-13\|6.16\|10.00\|5.60\|6.16\|5.57\|223030;2026-08-14\|6.78\|10.06\|6.76\|6.78\|6.75\|197247;2026-08-17\|7.18\|5.90\|6.98\|7.46\|6.55\|966248;2026-08-18\|6.47\|-9.89\|6.83\|6.96\|6.46\|723817;2026-08-19\|5.82\|-10.05\|6.38\|6.40\|5.82\|449056;2026-08-20\|5.90\|1.37\|5.68\|6.25\|5.63\|523408;2026-08-21\|6.16\|4.41\|5.93\|6.26\|5.82\|409827;2026-08-24\|6.39\|3.73\|6.12\|6.54\|6.12\|447034;2026-08-25\|6.71\|5.01\|6.40\|6.80\|6.36\|427985;2026-08-26\|6.68\|-0.45\|6.62\|6.95\|6.62\|384420;2026-08-27\|6.77\|1.35\|6.65\|6.83\|6.63\|291738;2026-08-28\|6.93\|2.36\|6.80\|7.33\|6.77\|346136;2026-08-31\|6.90\|-0.43\|6.98\|7.00\|6.80\|240644;2026-09-01\|7.15\|3.62\|6.92\|7.40\|6.86\|271663;2026-09-02\|7.07\|-1.12\|7.10\|7.19\|7.02\|177125;2026-09-03\|6.88\|-2.69\|7.08\|7.14\|6.82\|227761;2026-09-04\|6.86\|-0.29\|6.89\|7.05\|6.78\|184643;2026-09-07\|6.86\|0.00\|6.88\|6.95\|6.76\|135870;2026-09-08\|7.25\|5.69\|6.86\|7.29\|6.86\|219440;2026-09-09\|7.15\|-1.38\|7.19\|7.40\|7.11\|148749;2026-09-10\|6.90\|-3.50\|7.14\|7.15\|6.87\|125426;2026-09-11\|6.78\|-1.74\|6.81\|6.94\|6.70\|131741;2026-09-14\|6.77\|-0.15\|6.86\|6.86\|6.66\|105586;2026-09-15\|6.61\|-2.36\|6.77\|6.82\|6.58\|109854;2026-09-16\|7.27\|9.98\|6.60\|7.27\|6.50\|221300;2026-09-17\|6.83\|-6.05\|7.13\|7.27\|6.73\|412984;2026-09-18\|7.13\|4.39\|6.79\|7.51\|6.75\|528831;2026-09-21\|7.84\|9.96\|7.21\|7.84\|7.07\|389689;2026-09-22\|7.56\|-3.57\|7.82\|7.84\|7.51\|558888;2026-09-23\|7.17\|-5.16\|7.59\|7.65\|7.16\|303678;2026-09-24\|7.22\|0.70\|7.14\|7.66\|7.07\|450757;2026-09-28\|7.00\|-3.05\|7.15\|7.64\|6.96\|413465;2026-09-29\|7.15\|2.14\|6.90\|7.58\|6.85\|436248;2026-09-30\|6.98\|-2.38\|7.15\|7.52\|6.98\|329139;2026-10-08\|6.95\|-0.43\|7.08\|7.32\|6.86\|293687;2026-10-09\|6.83\|-1.73\|6.95\|6.99\|6.40\|311892;2026-10-12\|6.64\|-2.78\|6.82\|6.83\|6.52\|197209;2026-10-13\|7.08\|6.63\|6.67\|7.30\|6.53\|487529;2026-10-14\|7.25\|2.40\|7.14\|7.37\|6.78\|549511;2026-10-15\|6.95\|-4.14\|7.05\|7.39\|6.88\|389941;2026-10-16\|7.65\|10.07\|7.02\|7.65\|6.76\|470211;2026-10-19\|8.42\|10.07\|8.42\|8.42\|8.42\|66492;2026-10-20\|9.26\|9.98\|8.78\|9.26\|8.68\|614613;2026-10-21\|10.19\|10.04\|10.19\|10.19\|10.19\|46307;2026-10-22\|11.21\|10.01\|11.21\|11.21\|10.70\|1143125;2026-10-23\|12.33\|9.99\|11.14\|12.33\|10.09\|1591861;2026-10-26\|11.90\|-3.49\|11.10\|11.96\|11.10\|1453693;2026-10-27\|13.09\|10.00\|12.00\|13.09\|11.89\|1634274;2026-10-28\|13.40\|2.37\|12.30\|13.53\|12.25\|1368235;2026-10-29\|13.54\|1.04\|13.10\|13.59\|12.95\|1189211;2026-10-30\|14.72\|8.71\|13.49\|14.80\|13.03\|1294632;2026-11-02\|13.25\|-9.99\|13.25\|13.25\|13.25\|145335;2026-11-03\|12.76\|-3.70\|12.02\|13.63\|12.02\|1284487;2026-11-04\|11.66\|-8.62\|12.09\|12.23\|11.48\|1154915;2026-11-05\|11.79\|1.11\|11.55\|12.13\|11.55\|863879;2026-11-06\|11.97\|1.53\|11.75\|12.29\|11.55\|911785
126222	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
126221	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
126220	1-7月中国创新药BD交易总金额达1063亿美元	脑机接口+医疗服务+高压氧舱+国企改革行业原因：消息面上，浙江省人民政府办公厅印发《关于推进脑机接口产学研联动的若干措施》的通知，优化产品应用路径，制定脑机接口产品医疗应用清单，根据产品获批上市情况动态更新。公司原因： 1、根据2026年5月10日官微：脑机接口技术作为当前最前沿的科技之一，究竟如何从实验室走向临床，惠及普通患者？5月8日，澳洋健康下属的港城康复医院给出了答案——港城首家“脑机接口智能康复病房”正式揭牌启用，标志着这项颠覆性技术在本地康复医疗领域实现了“零的突破”。 2、据2025年年报，公司医疗服务业务形成以澳洋医院总院为核心，各专科医院协同发展的格局，总院为三级综合医院，拥有江苏省级临床重点专科建设单位1个、苏州市级临床重点专科3个。 3、据2018年6月15日公告，澳洋医院已拥有高压氧舱等大型设备。 4、据2025年11月7日公告，公司控股股东变更为张家港悦升科技合伙企业有限合伙，实际控制人变更为张家港经济技术开发区管理委员会。	子公司江苏澳洋医药物流有限公司具体经营内容包括中药材配送、销售业务	2026-06-29\|2.88\|1.05\|2.83\|2.90\|2.73\|174142;2026-06-30\|2.82\|-2.08\|2.86\|2.90\|2.78\|153649;2026-07-01\|2.92\|3.55\|2.80\|2.96\|2.79\|214854;2026-07-02\|2.98\|2.05\|2.92\|3.03\|2.90\|207689;2026-07-03\|3.01\|1.01\|2.98\|3.05\|2.94\|199078;2026-07-06\|2.99\|-0.66\|3.01\|3.08\|2.98\|148620;2026-07-07\|2.92\|-2.34\|2.97\|2.99\|2.89\|156529;2026-07-08\|2.89\|-1.03\|2.91\|2.95\|2.85\|124571;2026-07-09\|2.87\|-0.69\|2.89\|2.95\|2.79\|161521;2026-07-10\|2.97\|3.48\|2.87\|3.02\|2.82\|215633;2026-07-13\|2.91\|-2.02\|3.01\|3.03\|2.88\|180078;2026-07-14\|3.01\|3.44\|2.91\|3.03\|2.88\|209803;2026-07-15\|3.19\|5.98\|3.01\|3.29\|3.00\|431706;2026-07-16\|3.29\|3.13\|3.17\|3.34\|3.15\|441927;2026-07-17\|3.09\|-6.08\|3.24\|3.31\|3.07\|341926;2026-07-20\|3.05\|-1.29\|3.08\|3.18\|3.01\|249688;2026-07-21\|2.99\|-1.97\|3.06\|3.08\|2.92\|233925;2026-07-22\|2.97\|-0.67\|2.97\|3.07\|2.95\|175677;2026-07-23\|3.08\|3.70\|2.97\|3.09\|2.94\|201612;2026-07-24\|2.98\|-3.25\|3.06\|3.11\|2.97\|159888;2026-07-27\|3.10\|4.03\|2.96\|3.12\|2.95\|183733;2026-07-28\|3.16\|1.94\|3.08\|3.21\|3.06\|169276;2026-07-29\|3.16\|0.00\|3.17\|3.24\|3.14\|179006;2026-07-30\|3.14\|-0.63\|3.16\|3.21\|3.10\|147727;2026-07-31\|3.17\|0.96\|3.12\|3.19\|3.11\|125780;2026-08-03\|3.28\|3.47\|3.19\|3.29\|3.19\|149992;2026-08-04\|3.30\|0.61\|3.29\|3.36\|3.27\|167694;2026-08-05\|3.25\|-1.52\|3.30\|3.33\|3.21\|172970;2026-08-06\|3.25\|0.00\|3.24\|3.28\|3.20\|121489;2026-08-07\|3.29\|1.23\|3.26\|3.30\|3.19\|162602;2026-08-10\|3.41\|3.65\|3.30\|3.42\|3.28\|238786;2026-08-11\|3.41\|0.00\|3.38\|3.44\|3.36\|176145;2026-08-12\|3.75\|9.97\|3.38\|3.75\|3.38\|532178;2026-08-13\|4.13\|10.13\|4.13\|4.13\|4.13\|233290;2026-08-14\|4.54\|9.93\|4.54\|4.54\|4.54\|191005;2026-08-17\|4.99\|9.91\|4.70\|4.99\|4.39\|2054841;2026-08-18\|4.49\|-10.02\|4.69\|4.98\|4.49\|1841195;2026-08-19\|4.04\|-10.02\|4.50\|4.78\|4.04\|2289480;2026-08-20\|4.44\|9.90\|4.04\|4.44\|3.77\|2016839;2026-08-21\|4.04\|-9.01\|4.13\|4.26\|4.00\|1733815;2026-08-24\|4.44\|9.90\|4.06\|4.44\|3.88\|1235078;2026-08-25\|4.62\|4.05\|4.60\|4.88\|4.50\|2386518;2026-08-26\|4.74\|2.60\|4.91\|5.08\|4.69\|2702913;2026-08-27\|4.72\|-0.42\|4.70\|4.86\|4.54\|2339649;2026-08-28\|4.50\|-4.66\|4.50\|4.78\|4.40\|1826281;2026-08-31\|4.31\|-4.22\|4.40\|4.46\|4.14\|1346786;2026-09-01\|4.74\|9.98\|4.30\|4.74\|4.29\|1402000;2026-09-02\|4.51\|-4.85\|4.70\|4.73\|4.45\|1644876;2026-09-03\|4.44\|-1.55\|4.58\|4.66\|4.35\|1035514;2026-09-04\|4.21\|-5.18\|4.42\|4.53\|4.18\|1242976;2026-09-07\|4.63\|9.98\|4.20\|4.63\|4.12\|1227519;2026-09-08\|5.09\|9.94\|4.63\|5.09\|4.51\|1701152;2026-09-09\|4.88\|-4.13\|5.50\|5.60\|4.82\|2805945;2026-09-10\|4.77\|-2.25\|5.00\|5.05\|4.56\|2106621;2026-09-11\|4.56\|-4.40\|4.54\|4.76\|4.32\|1784624;2026-09-14\|5.02\|10.09\|4.56\|5.02\|4.41\|2411130;2026-09-15\|4.89\|-2.59\|4.90\|5.04\|4.83\|2064383;2026-09-16\|5.11\|4.50\|4.95\|5.15\|4.78\|1971729;2026-09-17\|5.03\|-1.57\|5.11\|5.45\|4.92\|2148796;2026-09-18\|5.28\|4.97\|4.98\|5.53\|4.92\|2534854;2026-09-21\|5.81\|10.04\|5.69\|5.81\|5.67\|1153410;2026-09-22\|5.60\|-3.61\|5.99\|6.27\|5.55\|2567626;2026-09-23\|5.35\|-4.46\|5.58\|5.63\|5.33\|1525650;2026-09-24\|5.42\|1.31\|5.32\|5.66\|5.25\|1890957;2026-09-28\|5.07\|-6.46\|5.29\|5.44\|5.05\|1314469;2026-09-29\|5.49\|8.28\|5.01\|5.58\|4.98\|2220334;2026-09-30\|5.43\|-1.09\|5.43\|5.63\|5.22\|1875816;2026-10-08\|5.66\|4.24\|5.59\|5.76\|5.41\|1847116;2026-10-09\|5.91\|4.42\|5.62\|6.13\|5.55\|1975537;2026-10-12\|5.38\|-8.97\|5.61\|5.80\|5.32\|1416749;2026-10-13\|5.92\|10.04\|5.31\|5.92\|5.30\|1617976;2026-10-14\|5.65\|-4.56\|5.81\|5.93\|5.54\|1624765;2026-10-15\|5.79\|2.48\|5.54\|6.10\|5.53\|1737686;2026-10-16\|5.77\|-0.35\|5.83\|5.95\|5.50\|1410754;2026-10-19\|5.77\|0.00\|5.60\|5.85\|5.46\|1029437;2026-10-20\|5.57\|-3.47\|5.68\|5.70\|5.51\|935776;2026-10-21\|5.08\|-8.80\|5.56\|5.69\|5.06\|1770150;2026-10-22\|4.57\|-10.04\|4.89\|4.93\|4.57\|1010889;2026-10-23\|4.25\|-7.00\|4.16\|4.42\|4.11\|1288771;2026-10-26\|4.34\|2.12\|4.24\|4.51\|4.02\|1160263;2026-10-27\|4.44\|2.30\|4.28\|4.58\|4.27\|1150188;2026-10-28\|4.88\|9.91\|4.35\|4.88\|4.16\|1684111;2026-10-29\|5.37\|10.04\|5.10\|5.37\|5.10\|1423347;2026-10-30\|5.91\|10.06\|5.61\|5.91\|5.27\|2294689;2026-11-02\|6.50\|9.98\|6.21\|6.50\|6.02\|1916740;2026-11-03\|6.80\|4.62\|6.88\|7.15\|6.60\|3259780;2026-11-04\|6.12\|-10.00\|6.56\|6.65\|6.12\|1358449;2026-11-05\|6.05\|-1.14\|5.62\|6.22\|5.62\|2405891;2026-11-06\|5.62\|-7.11\|5.82\|6.18\|5.55\|2020604
126219		汽车软内饰+海外产能+新能源客户 1、据2026年5月22日投资者关系活动记录表，公司是一家专注于汽车软内饰材料及产品研发、生产和销售的企业，主要产品包括汽车簇绒地毯、汽车针刺地毯等，与宝马、奥迪、奔驰、沃尔沃、红旗、蔚来、理想、小鹏等品牌建立稳定合作。 2、据2026年5月22日投资者关系活动记录表，公司墨西哥生产基地已完成全部设备安装与调试，预计2026年中下旬投产；摩洛哥生产基地预计2026年下半年投产，两大海外基地已锁定多家核心海外客户意向及定点订单。 3、据2026年5月22日投资者关系活动记录表，公司深化与蔚来、理想、小鹏等数十家新能源车企的战略合作，持续优化客户与产品结构。	公司主营业务为汽车内饰件材料，主要产品包括汽车地毯和汽车脚垫两大类	2026-06-29\|15.77\|-1.19\|15.98\|16.20\|15.20\|13967;2026-06-30\|15.65\|-0.76\|15.76\|16.06\|15.46\|14700;2026-07-01\|16.29\|4.09\|15.69\|16.34\|15.44\|15036;2026-07-02\|16.18\|-0.68\|16.29\|16.87\|16.00\|12118;2026-07-03\|16.83\|4.02\|16.53\|17.00\|16.30\|13798;2026-07-06\|16.70\|-0.77\|16.84\|17.32\|16.61\|10002;2026-07-07\|16.14\|-3.35\|16.72\|17.00\|16.01\|14791;2026-07-08\|15.84\|-1.86\|16.16\|16.17\|15.69\|10072;2026-07-09\|15.86\|0.13\|15.73\|16.18\|15.51\|11623;2026-07-10\|16.26\|2.52\|15.91\|16.60\|15.38\|13063;2026-07-13\|15.50\|-4.67\|16.25\|16.57\|15.50\|13812;2026-07-14\|16.12\|4.00\|15.50\|16.26\|15.29\|13857;2026-07-15\|16.08\|-0.25\|16.03\|16.47\|15.91\|11609;2026-07-16\|16.33\|1.55\|16.20\|16.59\|15.89\|10828;2026-07-17\|15.59\|-4.53\|16.48\|16.78\|15.51\|16461;2026-07-20\|14.75\|-5.39\|15.87\|16.15\|14.50\|18923;2026-07-21\|14.73\|-0.14\|15.04\|15.14\|13.62\|20752;2026-07-22\|14.50\|-1.56\|14.72\|14.82\|14.16\|14395;2026-07-23\|14.86\|2.48\|14.35\|15.01\|14.20\|14151;2026-07-24\|14.56\|-2.02\|14.79\|14.97\|14.40\|10818;2026-07-27\|15.01\|3.09\|14.49\|15.15\|14.49\|8594;2026-07-28\|15.12\|0.73\|14.99\|15.31\|14.92\|10804;2026-07-29\|15.46\|2.25\|15.18\|15.50\|15.07\|9285;2026-07-30\|15.20\|-1.68\|15.49\|15.72\|14.94\|12600;2026-07-31\|15.70\|3.29\|15.30\|15.78\|15.30\|11035;2026-08-03\|16.34\|4.08\|15.89\|16.38\|15.81\|11390;2026-08-04\|16.58\|1.47\|16.36\|16.64\|16.34\|9667;2026-08-05\|16.43\|-0.90\|16.48\|17.08\|16.31\|13329;2026-08-06\|16.75\|1.95\|16.60\|16.88\|16.32\|12185;2026-08-07\|16.73\|-0.12\|16.74\|16.87\|16.33\|9669;2026-08-10\|17.33\|3.59\|16.72\|17.37\|16.42\|9672;2026-08-11\|17.38\|0.29\|17.36\|17.50\|17.04\|9604;2026-08-12\|19.12\|10.01\|17.29\|19.12\|17.29\|35681;2026-08-13\|21.03\|9.99\|21.03\|21.03\|21.03\|19096;2026-08-14\|23.13\|9.99\|23.13\|23.13\|23.13\|12939;2026-08-17\|21.90\|-5.32\|22.00\|23.24\|20.82\|151423;2026-08-18\|19.71\|-10.00\|20.36\|20.95\|19.71\|93177;2026-08-19\|17.74\|-9.99\|18.30\|18.88\|17.74\|66856;2026-08-20\|17.20\|-3.04\|17.44\|17.86\|17.00\|50636;2026-08-21\|17.67\|2.73\|17.41\|17.77\|17.00\|40485;2026-08-24\|17.96\|1.64\|17.63\|18.12\|17.36\|46487;2026-08-25\|18.05\|0.50\|17.64\|18.23\|17.40\|38887;2026-08-26\|18.30\|1.39\|18.05\|18.49\|17.75\|36220;2026-08-27\|18.20\|-0.55\|18.40\|18.48\|18.00\|32051;2026-08-28\|18.12\|-0.44\|18.15\|18.29\|18.00\|22677;2026-08-31\|18.41\|1.60\|17.80\|18.45\|17.67\|25560;2026-09-01\|18.64\|1.25\|18.41\|18.72\|18.33\|25318;2026-09-02\|18.58\|-0.32\|18.45\|18.70\|18.35\|19695;2026-09-03\|18.41\|-0.92\|18.79\|18.92\|18.41\|20677;2026-09-04\|18.31\|-0.54\|18.41\|18.75\|18.21\|20148;2026-09-07\|18.65\|1.86\|18.36\|18.72\|18.18\|19433;2026-09-08\|18.83\|0.97\|18.55\|18.87\|18.32\|17320;2026-09-09\|18.65\|-0.96\|18.87\|18.87\|18.45\|12087;2026-09-10\|18.27\|-2.04\|18.50\|18.65\|18.23\|12019;2026-09-11\|17.99\|-1.53\|18.10\|18.27\|17.71\|14858;2026-09-14\|18.15\|0.89\|18.00\|18.42\|17.63\|13956;2026-09-15\|17.54\|-3.36\|18.24\|18.24\|17.51\|15555;2026-09-16\|17.81\|1.54\|17.52\|17.88\|17.24\|11435;2026-09-17\|17.95\|0.79\|17.81\|18.07\|17.40\|14561;2026-09-18\|18.06\|0.61\|17.98\|18.21\|17.90\|13985;2026-09-21\|18.44\|2.10\|18.07\|18.49\|18.07\|14205;2026-09-22\|20.28\|9.98\|18.56\|20.28\|18.34\|60281;2026-09-23\|19.28\|-4.93\|20.28\|20.58\|19.13\|104351;2026-09-24\|19.24\|-0.21\|19.08\|19.82\|18.89\|45283;2026-09-28\|19.19\|-0.26\|19.26\|19.52\|18.81\|38016;2026-09-29\|19.01\|-0.94\|19.26\|19.76\|18.98\|32338;2026-09-30\|19.20\|1.00\|19.18\|19.46\|19.09\|28476;2026-10-08\|19.10\|-0.52\|19.39\|19.50\|18.99\|23653;2026-10-09\|19.04\|-0.31\|18.96\|19.10\|18.31\|22672;2026-10-12\|18.70\|-1.79\|19.04\|19.45\|18.66\|17884;2026-10-13\|18.80\|0.53\|18.68\|18.93\|17.80\|24025;2026-10-14\|18.04\|-4.04\|18.93\|19.01\|18.01\|18867;2026-10-15\|17.51\|-2.94\|17.34\|18.03\|17.26\|21692;2026-10-16\|18.02\|2.91\|17.54\|18.66\|17.54\|34392;2026-10-19\|17.65\|-2.05\|17.99\|18.38\|16.98\|23739;2026-10-20\|17.90\|1.42\|17.51\|18.09\|17.51\|15502;2026-10-21\|17.63\|-1.51\|17.91\|18.13\|17.55\|9851;2026-10-22\|17.16\|-2.67\|17.79\|17.82\|17.08\|10884;2026-10-23\|17.56\|2.33\|17.16\|17.62\|16.19\|18593;2026-10-26\|17.58\|0.11\|17.56\|17.78\|17.12\|11894;2026-10-27\|16.83\|-4.27\|17.89\|17.98\|16.81\|12369;2026-10-28\|17.20\|2.20\|16.83\|17.44\|16.80\|11954;2026-10-29\|16.78\|-2.44\|17.20\|17.34\|16.75\|12013;2026-10-30\|16.11\|-3.99\|16.78\|17.22\|16.08\|18284;2026-11-02\|16.43\|1.99\|16.17\|16.53\|15.46\|16963;2026-11-03\|16.25\|-1.10\|16.50\|16.88\|16.05\|15177;2026-11-04\|16.34\|0.55\|16.28\|16.57\|15.58\|16884;2026-11-05\|16.98\|3.92\|16.41\|16.98\|16.11\|12553;2026-11-06\|16.56\|-2.47\|16.68\|16.85\|16.23\|10797
126218	美股AI算力租赁商Nebius股价暴涨	涨停揭秘：全资子公司签订超净资产300%服务器租赁协议，标志重整落地与业务重启，直接受益AI算力基建加速；涨停缘由：重整后首个重大订单+服务器租赁金额超最近一期净资产300%+租期5年锁定长期收益+AI算力需求爆发；资金逻辑：资金聚焦低位重整标的，订单公告催化强度高，机构与游资同步介入，量能放大突破平台；风险提示：订单执行周期长、回款不确定性高，公司历史财务压力大，短期盈利尚未兑现	公司算力租赁大单租金上调79%，首批服务器即将起租	2026-06-29\|28.03\|-0.43\|28.89\|29.18\|27.00\|446252;2026-06-30\|28.95\|3.28\|28.08\|29.72\|27.68\|485378;2026-07-01\|28.85\|-0.35\|29.47\|29.92\|27.80\|488834;2026-07-02\|29.15\|1.04\|29.80\|31.70\|28.91\|837574;2026-07-03\|27.51\|-5.63\|28.03\|29.35\|26.80\|609696;2026-07-06\|24.90\|-9.49\|27.10\|27.10\|24.20\|667622;2026-07-07\|25.45\|2.21\|25.20\|25.80\|24.50\|349046;2026-07-08\|26.00\|2.16\|26.46\|27.33\|25.38\|580040;2026-07-09\|26.34\|1.31\|25.45\|27.25\|25.24\|524698;2026-07-10\|25.06\|-4.86\|26.00\|28.15\|25.02\|603890;2026-07-13\|25.30\|0.96\|25.10\|26.50\|24.80\|564904;2026-07-14\|30.36\|20.00\|25.90\|30.36\|25.66\|1306776;2026-07-15\|28.69\|-5.50\|32.00\|32.50\|27.50\|1286152;2026-07-16\|26.65\|-7.11\|27.27\|29.01\|26.16\|702238;2026-07-17\|22.37\|-16.06\|25.98\|26.64\|22.20\|854315;2026-07-20\|25.84\|15.51\|25.00\|26.84\|24.42\|1382494;2026-07-21\|26.99\|4.45\|25.70\|27.45\|23.23\|1168746;2026-07-22\|28.70\|6.34\|26.33\|29.19\|26.06\|1145437;2026-07-23\|28.05\|-2.26\|29.61\|31.88\|27.69\|1289115;2026-07-24\|25.78\|-8.09\|27.62\|27.86\|25.46\|913994;2026-07-27\|28.91\|12.14\|25.70\|28.91\|25.13\|823520;2026-07-28\|26.88\|-7.02\|27.99\|28.58\|26.75\|774192;2026-07-29\|28.50\|6.03\|26.63\|28.70\|25.86\|899883;2026-07-30\|26.10\|-8.42\|29.60\|30.20\|25.00\|1037494;2026-07-31\|27.90\|6.90\|29.58\|30.00\|27.28\|1286424;2026-08-03\|28.03\|0.47\|27.48\|29.22\|26.24\|949322;2026-08-04\|33.64\|20.01\|29.66\|33.64\|29.00\|1713377;2026-08-05\|36.97\|9.90\|34.21\|38.00\|34.21\|2172611;2026-08-06\|34.67\|-6.22\|35.19\|37.35\|33.66\|2170196;2026-08-07\|37.19\|7.27\|34.68\|38.00\|33.68\|2016539;2026-08-10\|38.39\|3.23\|37.22\|39.55\|35.83\|1658835;2026-08-11\|34.92\|-9.04\|38.15\|38.68\|34.88\|1639851;2026-08-12\|36.50\|4.52\|37.50\|38.18\|34.98\|1386322;2026-08-13\|35.35\|-3.15\|39.73\|41.00\|35.28\|1668472;2026-08-14\|38.93\|10.13\|36.23\|39.19\|34.80\|1810828;2026-08-17\|39.30\|0.95\|38.78\|40.00\|37.42\|1443154;2026-08-18\|36.47\|-7.20\|38.50\|38.62\|36.30\|1305082;2026-08-19\|32.51\|-10.86\|33.90\|35.37\|32.22\|1170284;2026-08-20\|32.92\|1.26\|32.19\|33.51\|31.19\|788991;2026-08-21\|32.30\|-1.88\|32.98\|33.15\|31.80\|605592;2026-08-24\|33.90\|4.95\|32.80\|33.98\|31.01\|921912;2026-08-25\|34.71\|2.39\|33.00\|35.50\|32.56\|931742;2026-08-26\|34.92\|0.60\|34.55\|35.40\|33.50\|741231;2026-08-27\|35.48\|1.60\|34.92\|36.00\|34.41\|728436;2026-08-28\|33.53\|-5.50\|34.85\|35.03\|33.50\|651018;2026-08-31\|34.87\|4.00\|32.60\|35.27\|32.30\|628444;2026-09-01\|33.57\|-3.73\|35.00\|35.22\|33.31\|485200;2026-09-02\|34.40\|2.47\|33.03\|35.18\|32.60\|592982;2026-09-03\|35.10\|2.03\|34.41\|35.50\|34.40\|595974;2026-09-04\|34.81\|-0.83\|35.11\|36.79\|34.78\|762637;2026-09-07\|35.91\|3.16\|35.41\|36.50\|33.99\|691338;2026-09-08\|35.54\|-1.03\|35.86\|37.19\|34.94\|774623;2026-09-09\|37.69\|6.05\|36.09\|37.98\|35.70\|942164;2026-09-10\|36.40\|-3.42\|36.95\|37.50\|36.00\|694930;2026-09-11\|37.00\|1.65\|35.29\|37.92\|34.40\|795277;2026-09-14\|36.25\|-2.03\|36.27\|37.66\|35.86\|618039;2026-09-15\|33.68\|-7.09\|35.66\|36.31\|33.18\|748496;2026-09-16\|34.50\|2.43\|33.68\|34.84\|33.68\|554817;2026-09-17\|34.37\|-0.38\|35.00\|36.15\|34.21\|528323;2026-09-18\|34.16\|-0.61\|35.00\|35.00\|32.32\|778648;2026-09-21\|37.08\|8.55\|34.30\|37.40\|34.17\|1047445;2026-09-22\|38.15\|2.89\|37.82\|38.87\|37.23\|738593;2026-09-23\|37.41\|-1.94\|38.02\|38.57\|37.28\|505892;2026-09-24\|36.35\|-2.83\|37.50\|37.80\|36.16\|415773;2026-09-28\|33.54\|-7.73\|36.17\|36.34\|33.25\|554274;2026-09-29\|33.70\|0.48\|33.19\|34.30\|32.88\|346371;2026-09-30\|33.15\|-1.63\|34.60\|34.91\|32.92\|464332;2026-10-08\|33.77\|1.87\|33.03\|35.17\|32.86\|500981;2026-10-09\|34.46\|2.04\|32.09\|34.87\|29.50\|706401;2026-10-12\|33.55\|-2.64\|34.00\|34.79\|33.50\|398875;2026-10-13\|35.75\|6.56\|32.80\|36.70\|32.52\|660127;2026-10-14\|34.36\|-3.89\|35.46\|35.85\|34.25\|496186;2026-10-15\|32.84\|-4.42\|32.00\|33.81\|32.00\|417693;2026-10-16\|32.24\|-1.83\|33.89\|33.92\|32.00\|368344;2026-10-19\|33.10\|2.67\|32.33\|33.41\|31.50\|423383;2026-10-20\|33.78\|2.05\|33.21\|35.10\|32.34\|517732;2026-10-21\|33.48\|-0.89\|34.01\|35.18\|32.80\|644624;2026-10-22\|30.79\|-8.03\|32.89\|32.93\|30.79\|631946;2026-10-23\|29.65\|-3.70\|28.93\|30.55\|25.56\|862419;2026-10-26\|28.01\|-5.53\|29.10\|30.65\|27.95\|590320;2026-10-27\|24.03\|-14.21\|28.28\|28.45\|24.00\|1001767;2026-10-28\|24.99\|4.00\|24.75\|25.00\|22.02\|1281208;2026-10-29\|23.95\|-4.16\|24.22\|25.43\|23.68\|763686;2026-10-30\|21.62\|-9.73\|22.88\|23.69\|21.62\|799800;2026-11-02\|21.81\|0.88\|21.48\|22.18\|20.31\|702853;2026-11-03\|20.48\|-6.10\|21.98\|22.30\|20.20\|676618;2026-11-04\|22.95\|12.06\|20.48\|23.40\|19.51\|937094;2026-11-05\|24.20\|5.45\|21.98\|24.52\|21.95\|890721;2026-11-06\|22.75\|-5.99\|23.02\|24.08\|22.43\|679815
126217		新能源车检测+能碳一体机+分红 1、据2026年5月20日投资者关系活动记录表，公司已获得通用、大众、比亚迪、特斯拉等主流车企认可，开展汽车零部件及整车出口认证业务，2025年加大在汽车领域的投资力度。 2、据2026年4月28日年报，公司自主研发的能碳一体机已实现产业化，该产品集能源管理、组织碳、产品碳、ESG于一体，客户已覆盖雅迪、南侨、研华、海天精工等制造龙头，成功落地零碳工厂与绿色园区标杆项目。 3、据2026年6月1日公告，公司2025年年度权益分派方案已获股东会审议通过，拟10派1.2元，股权登记日为2026年6月5日。	公司为建工建材检测龙头	2026-06-29\|31.22\|0.03\|31.12\|32.48\|30.62\|54436;2026-06-30\|35.06\|12.30\|31.60\|35.41\|30.80\|83258;2026-07-01\|35.27\|0.60\|35.06\|36.36\|34.00\|63011;2026-07-02\|34.10\|-3.32\|35.57\|35.99\|33.68\|49357;2026-07-03\|32.65\|-4.25\|34.40\|34.40\|32.01\|58988;2026-07-06\|32.15\|-1.53\|32.95\|33.78\|31.55\|40086;2026-07-07\|30.62\|-4.76\|31.82\|32.49\|29.80\|51554;2026-07-08\|29.54\|-3.53\|30.91\|30.97\|29.20\|35875;2026-07-09\|30.03\|1.66\|29.70\|30.19\|28.40\|32662;2026-07-10\|31.60\|5.23\|30.80\|32.94\|30.08\|55682;2026-07-13\|27.81\|-11.99\|31.31\|31.76\|27.77\|62188;2026-07-14\|28.48\|2.41\|27.81\|28.87\|26.82\|46208;2026-07-15\|30.60\|7.44\|28.59\|31.00\|28.21\|49859;2026-07-16\|28.87\|-5.65\|30.29\|30.62\|28.60\|40153;2026-07-17\|25.03\|-13.30\|28.90\|28.90\|24.60\|74598;2026-07-20\|21.81\|-12.86\|26.03\|26.78\|21.07\|90232;2026-07-21\|23.71\|8.71\|21.86\|23.85\|19.31\|88022;2026-07-22\|22.15\|-6.58\|23.72\|24.17\|21.90\|46390;2026-07-23\|23.98\|8.26\|22.03\|24.60\|22.00\|65648;2026-07-24\|23.00\|-4.09\|24.39\|25.01\|22.94\|54914;2026-07-27\|23.97\|4.22\|23.24\|23.97\|22.79\|41810;2026-07-28\|22.98\|-4.13\|23.49\|24.31\|22.80\|34032;2026-07-29\|22.53\|-1.96\|23.14\|23.14\|21.81\|41037;2026-07-30\|21.41\|-4.97\|22.54\|23.12\|21.20\|33822;2026-07-31\|22.72\|6.12\|23.10\|24.48\|22.66\|58238;2026-08-03\|22.77\|0.22\|22.69\|23.40\|22.01\|42169;2026-08-04\|24.12\|5.93\|22.90\|24.34\|22.85\|46023;2026-08-05\|26.29\|9.00\|24.13\|26.33\|23.98\|54040;2026-08-06\|26.98\|2.62\|27.00\|27.66\|26.00\|52821;2026-08-07\|30.88\|14.46\|27.20\|31.35\|26.51\|92879;2026-08-10\|31.67\|2.56\|30.70\|31.67\|29.61\|69630;2026-08-11\|30.63\|-3.28\|31.72\|32.05\|30.20\|59773;2026-08-12\|31.82\|3.89\|30.30\|32.11\|30.30\|51575;2026-08-13\|30.15\|-5.25\|32.21\|32.45\|30.14\|59386;2026-08-14\|33.32\|10.51\|30.15\|34.35\|30.15\|85639;2026-08-17\|33.18\|-0.42\|32.81\|33.32\|32.49\|50683;2026-08-18\|34.05\|2.62\|34.00\|34.18\|33.00\|45722;2026-08-19\|30.22\|-11.25\|32.97\|33.29\|29.50\|82754;2026-08-20\|30.58\|1.19\|30.22\|31.65\|29.30\|62696;2026-08-21\|29.92\|-2.16\|31.18\|31.18\|28.35\|61989;2026-08-24\|28.01\|-6.38\|29.80\|29.82\|27.00\|72195;2026-08-25\|28.23\|0.79\|27.30\|28.92\|26.62\|53871;2026-08-26\|28.76\|1.88\|28.66\|29.88\|28.25\|61773;2026-08-27\|29.64\|3.06\|28.59\|29.82\|28.46\|45990;2026-08-28\|28.86\|-2.63\|29.88\|30.38\|28.73\|47812;2026-08-31\|30.98\|7.35\|28.40\|31.20\|28.10\|62806;2026-09-01\|31.02\|0.13\|30.71\|31.35\|30.04\|51018;2026-09-02\|31.04\|0.06\|30.79\|31.36\|30.11\|40492;2026-09-03\|30.55\|-1.58\|31.33\|31.34\|28.81\|84009;2026-09-04\|29.20\|-4.42\|30.68\|31.16\|28.81\|55529;2026-09-07\|29.55\|1.20\|29.47\|30.26\|29.11\|38592;2026-09-08\|29.39\|-0.54\|29.56\|29.95\|29.06\|34677;2026-09-09\|30.73\|4.56\|29.51\|31.50\|29.24\|60103;2026-09-10\|29.70\|-3.35\|30.45\|31.30\|29.61\|48095;2026-09-11\|28.57\|-3.80\|29.30\|29.50\|27.71\|43919;2026-09-14\|30.30\|6.06\|28.29\|30.82\|28.25\|51627;2026-09-15\|30.34\|0.13\|29.96\|30.94\|29.76\|37328;2026-09-16\|31.67\|4.38\|30.30\|31.80\|29.55\|58758;2026-09-17\|31.36\|-0.98\|31.63\|32.22\|31.21\|42470;2026-09-18\|33.02\|5.29\|31.40\|33.46\|31.40\|74243;2026-09-21\|35.35\|7.06\|32.92\|35.56\|32.22\|96081;2026-09-22\|35.61\|0.74\|35.89\|37.00\|35.08\|87381;2026-09-23\|38.70\|8.68\|36.00\|38.99\|35.18\|121245;2026-09-24\|38.38\|-0.83\|38.70\|38.83\|36.51\|87622;2026-09-28\|33.90\|-11.67\|38.00\|38.30\|32.66\|121305;2026-09-29\|34.43\|1.56\|33.56\|35.58\|33.56\|62818;2026-09-30\|33.52\|-2.64\|34.46\|35.00\|33.41\|51267;2026-10-08\|34.85\|3.97\|33.75\|35.17\|32.95\|58897;2026-10-09\|33.26\|-4.56\|34.23\|34.23\|29.69\|89841;2026-10-12\|31.03\|-6.70\|33.29\|33.32\|30.77\|66003;2026-10-13\|31.64\|1.97\|30.72\|31.95\|29.80\|38881;2026-10-14\|29.59\|-6.48\|31.38\|32.20\|29.59\|43464;2026-10-15\|28.55\|-3.51\|28.30\|29.17\|27.22\|52796;2026-10-16\|27.60\|-3.33\|29.21\|29.40\|26.96\|49396;2026-10-19\|26.99\|-2.21\|27.01\|27.27\|25.33\|41978;2026-10-20\|27.98\|3.67\|27.00\|28.37\|26.16\|32541;2026-10-21\|28.52\|1.93\|28.19\|28.83\|27.92\|24618;2026-10-22\|27.54\|-3.44\|28.97\|28.98\|27.17\|26962;2026-10-23\|27.99\|1.63\|26.96\|28.33\|24.70\|47128;2026-10-26\|28.58\|2.11\|27.57\|29.79\|27.57\|46258;2026-10-27\|26.86\|-6.02\|28.85\|29.16\|26.76\|34903;2026-10-28\|27.59\|2.72\|27.01\|28.00\|26.85\|26706;2026-10-29\|26.32\|-4.60\|27.87\|27.92\|26.16\|25536;2026-10-30\|24.99\|-5.05\|25.57\|27.09\|24.73\|36629;2026-11-02\|24.93\|-0.24\|25.43\|25.50\|24.15\|35594;2026-11-03\|23.32\|-6.46\|24.65\|24.91\|23.20\|41100;2026-11-04\|25.47\|9.22\|23.40\|25.60\|22.98\|49871;2026-11-05\|26.19\|2.83\|25.30\|27.18\|25.20\|37961;2026-11-06\|25.75\|-1.68\|25.11\|26.71\|24.25\|42790
126216	美股存储板块大涨	光刻胶+海外仓+化学制品+一季报增长行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2023年9月8日互动易，公司的光刻胶类试剂产品，主要用于满足半导体、集成电路、微电子等领域的研发使用需求。 2、据2026年5月14日机构调研，公司在美国的本地化布局已比较成熟，美国仓备货货值约1亿元；预计今年第三季度完成德国仓库备货，第四季度开始产生销售，海外业务毛利率显著高于国内。 3、公司致力于为科研及工业领域提供高品质试剂产品及专业化服务，业务涵盖高端化学、生命科学、分析色谱及材料科学等领域，同时配套少量实验耗材。公司自主打造“阿拉丁（aladdin）”品牌科研试剂和“芯硅谷（i-quip）”品牌实验耗材，主要依托自建电子商务平台（www.aladdin-e.com）开展线上销售，实现产品展示、交易及客户服务的一体化运营。 4、据2026年4月28日公告，公司2026年一季度实现营收1.71亿元，同比增长31.15%；归母净利润2909.33万元，同比增长20.31%。	1、公司光刻胶类试剂产品主要用于满足半导体、集成电路等领域的研发使用需求； 2、国内试剂电商领先企业，科研试剂常备库存产品超过3.3万种，是国内品种最齐全的供应商之一	2026-06-29\|25.94\|4.18\|25.34\|26.85\|24.87\|221267;2026-06-30\|27.71\|6.82\|26.29\|28.28\|25.50\|209364;2026-07-01\|30.21\|9.02\|27.49\|31.63\|26.62\|345383;2026-07-02\|26.21\|-13.04\|29.00\|29.43\|26.00\|266333;2026-07-03\|25.67\|-2.06\|26.28\|26.88\|25.53\|178129;2026-07-06\|24.52\|-4.48\|25.77\|26.28\|23.99\|188503;2026-07-07\|24.10\|-1.71\|24.03\|25.47\|23.98\|104453;2026-07-08\|25.42\|5.48\|24.10\|26.19\|22.91\|205288;2026-07-09\|28.31\|11.37\|25.22\|28.98\|25.22\|296361;2026-07-10\|25.92\|-8.44\|28.00\|28.73\|25.91\|239235;2026-07-13\|23.99\|-7.45\|25.88\|26.72\|23.60\|174195;2026-07-14\|24.67\|2.83\|24.40\|25.20\|23.70\|147642;2026-07-15\|25.31\|2.59\|24.75\|26.32\|24.51\|199115;2026-07-16\|22.38\|-11.58\|24.56\|24.87\|22.10\|225991;2026-07-17\|19.43\|-13.18\|22.20\|22.37\|19.38\|207339;2026-07-20\|17.11\|-11.94\|20.05\|20.30\|16.53\|214316;2026-07-21\|18.69\|9.23\|17.32\|18.82\|15.65\|227523;2026-07-22\|17.70\|-5.30\|18.21\|18.89\|17.59\|138868;2026-07-23\|17.70\|0.00\|17.77\|18.56\|17.30\|113759;2026-07-24\|17.82\|0.68\|17.45\|18.45\|17.31\|116284;2026-07-27\|18.28\|2.58\|18.10\|18.37\|17.02\|150959;2026-07-28\|17.11\|-6.40\|17.81\|18.63\|16.96\|121331;2026-07-29\|16.99\|-0.70\|17.13\|17.33\|16.06\|125562;2026-07-30\|15.87\|-6.59\|16.99\|16.99\|15.75\|99156;2026-07-31\|16.31\|2.77\|16.75\|17.96\|16.31\|140991;2026-08-03\|16.90\|3.62\|16.57\|16.93\|16.02\|99835;2026-08-04\|18.30\|8.28\|17.02\|18.50\|16.80\|130778;2026-08-05\|19.29\|5.41\|18.30\|19.69\|18.15\|119374;2026-08-06\|19.35\|0.31\|19.00\|19.58\|18.72\|88956;2026-08-07\|20.74\|7.18\|19.40\|21.00\|18.85\|135871;2026-08-10\|21.06\|1.54\|20.76\|21.39\|20.41\|128195;2026-08-11\|21.56\|2.37\|20.81\|22.30\|20.70\|144943;2026-08-12\|21.42\|-0.65\|21.59\|23.00\|21.21\|171267;2026-08-13\|21.87\|2.10\|21.41\|22.50\|21.41\|161519;2026-08-14\|24.25\|10.88\|21.75\|26.18\|21.69\|392766;2026-08-17\|23.88\|-1.53\|23.95\|24.33\|22.60\|212833;2026-08-18\|23.64\|-1.00\|23.88\|24.44\|23.22\|180984;2026-08-19\|23.45\|-0.80\|23.01\|24.66\|22.37\|239178;2026-08-20\|22.76\|-2.94\|22.28\|23.66\|20.48\|337086;2026-08-21\|20.89\|-8.22\|21.79\|22.38\|20.17\|245035;2026-08-24\|21.06\|0.81\|20.89\|21.69\|20.49\|156610;2026-08-25\|20.25\|-3.85\|20.85\|20.95\|19.62\|151099;2026-08-26\|19.75\|-2.47\|20.15\|20.40\|19.60\|105099;2026-08-27\|20.23\|2.43\|19.75\|20.70\|19.47\|124514;2026-08-28\|20.03\|-0.99\|20.32\|20.75\|19.93\|107960;2026-08-31\|20.23\|1.00\|19.70\|20.47\|19.57\|76004;2026-09-01\|19.95\|-1.38\|20.25\|20.40\|19.58\|104772;2026-09-02\|19.18\|-3.86\|19.52\|19.52\|18.90\|78652;2026-09-03\|19.17\|-0.05\|19.28\|19.49\|18.77\|83185;2026-09-04\|18.64\|-2.76\|19.28\|19.52\|18.42\|63822;2026-09-07\|19.06\|2.25\|18.80\|19.38\|18.55\|57470;2026-09-08\|19.41\|1.84\|19.09\|19.85\|18.94\|89487;2026-09-09\|19.58\|0.88\|19.45\|19.77\|19.22\|70116;2026-09-10\|18.95\|-3.22\|19.50\|19.50\|18.80\|59530;2026-09-11\|18.57\|-2.01\|18.79\|18.79\|18.01\|67240;2026-09-14\|18.97\|2.15\|18.50\|19.23\|18.12\|61742;2026-09-15\|18.67\|-1.58\|18.87\|18.97\|18.53\|63022;2026-09-16\|19.60\|4.98\|18.65\|19.71\|18.55\|88771;2026-09-17\|19.60\|0.00\|19.50\|19.91\|19.42\|67155;2026-09-18\|20.44\|4.29\|19.80\|20.80\|19.80\|137253;2026-09-21\|22.60\|10.57\|20.48\|22.84\|20.48\|240305;2026-09-22\|23.10\|2.21\|22.06\|24.76\|21.83\|363087;2026-09-23\|24.13\|4.46\|23.00\|24.45\|22.62\|302572;2026-09-24\|24.84\|2.94\|24.66\|26.00\|24.24\|420949;2026-09-28\|22.95\|-7.61\|24.30\|24.85\|22.50\|286841;2026-09-29\|22.57\|-1.66\|23.16\|23.56\|22.27\|157067;2026-09-30\|22.56\|-0.04\|22.50\|23.84\|22.28\|228614;2026-10-08\|20.13\|-10.77\|22.49\|22.73\|19.60\|299828;2026-10-09\|20.10\|-0.15\|20.10\|20.44\|18.50\|247888;2026-10-12\|19.41\|-3.43\|20.25\|20.40\|19.02\|161282;2026-10-13\|19.51\|0.52\|19.07\|19.93\|18.50\|157196;2026-10-14\|18.48\|-5.28\|19.51\|19.58\|18.48\|111998;2026-10-15\|17.12\|-7.36\|17.65\|18.25\|16.90\|199338;2026-10-16\|17.08\|-0.23\|17.46\|17.81\|16.78\|151584;2026-10-19\|17.09\|0.06\|17.00\|17.43\|16.02\|123783;2026-10-20\|17.28\|1.11\|17.31\|17.65\|16.75\|101539;2026-10-21\|16.79\|-2.84\|17.62\|17.80\|16.69\|119479;2026-10-22\|15.91\|-5.24\|16.79\|16.90\|15.65\|134030;2026-10-23\|16.08\|1.07\|15.30\|16.20\|14.48\|191069;2026-10-26\|15.58\|-3.11\|15.90\|16.00\|15.40\|109045;2026-10-27\|14.73\|-5.46\|15.61\|15.86\|14.70\|93185;2026-10-28\|15.90\|7.94\|15.02\|16.02\|14.92\|146880;2026-10-29\|14.61\|-8.11\|15.30\|15.50\|14.34\|193548;2026-10-30\|14.14\|-3.22\|14.35\|15.10\|13.81\|156307;2026-11-02\|14.45\|2.19\|14.41\|14.83\|13.95\|141314;2026-11-03\|13.60\|-5.88\|14.20\|14.42\|13.52\|140120;2026-11-04\|14.65\|7.72\|13.70\|14.78\|13.40\|161041;2026-11-05\|15.32\|4.57\|14.63\|15.56\|14.51\|146493;2026-11-06\|14.82\|-3.26\|14.60\|15.10\|14.52\|130295
126215	光通信龙头Lumentum业绩超预期	英伟达电感+光模块+深圳国资行业原因： 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5日股票交易异常波动公告，公司已获得英伟达平台研发项目的开放权限，目前部分一体成型和高算力用铜铁共烧电感料号已实现小批量试产；据2026年5月31日投资者关系管理信息，公司直接与英伟达开展合作，主要产品为功率电感。 2、据2026年6月5日股票交易异常波动公告，Bias-Tee模块是公司在光模块市场领域持续推广的主力产品之一，磁珠可适用于光模块应用场景；据2026年5月29日互动易，公司Bias-Tee模块、磁珠和电感等相关产品已经直接或间接供货给光模块客户。 3、据2026年4月21日年报及互动易，公司的最终控制人为深圳市国有资产监督管理委员会，属于国有企业。	1、公司直接与英伟达开展合作，主要产品为功率电感；公司AI业务主要围绕Nvidia、Google等国内外算力及服务器大客户推进； 2、CPU与GPU电感是公司重点开发的产品，光模块电感更是损耗要求极端极致的产品，公司的非晶纳米晶材料在其中起到了关键作用，目前该部分电感市场需求旺盛，排产饱和，不排除提价的可能性	2026-06-29\|29.59\|-4.55\|31.60\|32.50\|28.66\|1693081;2026-06-30\|29.63\|0.14\|29.05\|30.23\|28.13\|1332502;2026-07-01\|31.80\|7.32\|30.50\|31.89\|29.20\|1764097;2026-07-02\|28.25\|-11.16\|29.94\|30.43\|27.91\|1589671;2026-07-03\|26.18\|-7.33\|28.18\|28.50\|26.11\|1459804;2026-07-06\|23.87\|-8.82\|26.55\|26.78\|23.60\|1260388;2026-07-07\|22.92\|-3.98\|23.46\|24.27\|22.35\|814346;2026-07-08\|21.39\|-6.68\|23.25\|23.39\|21.20\|828145;2026-07-09\|22.22\|3.88\|21.81\|22.58\|20.70\|988085;2026-07-10\|20.62\|-7.20\|22.83\|23.18\|20.59\|1089884;2026-07-13\|18.85\|-8.58\|20.61\|20.88\|18.72\|872965;2026-07-14\|19.91\|5.62\|18.98\|20.17\|18.47\|819809;2026-07-15\|19.00\|-4.57\|20.31\|20.80\|18.80\|723428;2026-07-16\|17.65\|-7.11\|18.44\|18.86\|17.42\|717798;2026-07-17\|16.18\|-8.33\|17.82\|17.89\|15.89\|791139;2026-07-20\|14.36\|-11.25\|16.65\|16.78\|13.83\|1067715;2026-07-21\|15.95\|11.07\|14.71\|15.96\|12.72\|1285015;2026-07-22\|15.63\|-2.01\|15.60\|16.57\|15.45\|1042086;2026-07-23\|15.38\|-1.60\|15.76\|16.62\|15.19\|877006;2026-07-24\|14.84\|-3.51\|15.19\|15.51\|14.72\|667453;2026-07-27\|15.98\|7.68\|14.95\|16.03\|14.53\|841947;2026-07-28\|14.77\|-7.57\|15.62\|15.85\|14.60\|690541;2026-07-29\|14.88\|0.74\|14.65\|15.27\|14.11\|1023948;2026-07-30\|13.73\|-7.73\|14.70\|15.05\|13.45\|1090187;2026-07-31\|14.10\|2.69\|14.91\|15.58\|14.07\|1216487;2026-08-03\|14.30\|1.42\|14.10\|14.58\|13.95\|806947;2026-08-04\|15.15\|5.94\|14.46\|15.29\|14.28\|946475;2026-08-05\|16.08\|6.14\|14.80\|16.28\|14.75\|1114759;2026-08-06\|16.63\|3.42\|15.70\|16.95\|15.62\|1148338;2026-08-07\|17.25\|3.73\|16.59\|17.58\|16.18\|1367729;2026-08-10\|16.53\|-4.17\|17.25\|17.40\|16.06\|1173144;2026-08-11\|17.79\|7.62\|16.29\|18.57\|16.21\|1927103;2026-08-12\|17.38\|-2.30\|17.75\|17.88\|16.98\|1414642;2026-08-13\|17.32\|-0.35\|17.60\|18.20\|17.28\|1517813;2026-08-14\|19.24\|11.09\|17.57\|19.93\|17.28\|2155587;2026-08-17\|19.10\|-0.73\|19.52\|19.58\|18.40\|1763837;2026-08-18\|19.50\|2.09\|19.11\|20.28\|18.80\|1665706;2026-08-19\|17.00\|-12.82\|18.28\|18.40\|16.92\|1323638;2026-08-20\|18.45\|8.53\|17.69\|19.08\|17.42\|1562914;2026-08-21\|18.29\|-0.87\|18.22\|18.85\|18.00\|1037048;2026-08-24\|17.66\|-3.44\|18.29\|18.45\|17.09\|924610;2026-08-25\|17.78\|0.68\|17.35\|18.11\|16.72\|809237;2026-08-26\|17.62\|-0.90\|18.09\|18.09\|17.25\|679458;2026-08-27\|18.99\|7.78\|17.94\|19.18\|17.92\|1389665;2026-08-28\|20.91\|10.11\|19.46\|22.10\|19.30\|2045510;2026-08-31\|21.00\|0.43\|20.29\|21.15\|20.02\|1361668;2026-09-01\|20.10\|-4.29\|21.04\|21.21\|20.03\|1118201;2026-09-02\|19.45\|-3.23\|19.60\|19.92\|19.35\|728215;2026-09-03\|19.30\|-0.77\|20.39\|20.40\|18.90\|1032475;2026-09-04\|18.19\|-5.75\|19.70\|19.76\|17.95\|1200067;2026-09-07\|19.45\|6.93\|18.47\|19.50\|18.41\|1164271;2026-09-08\|19.77\|1.65\|19.41\|20.27\|19.30\|1244407;2026-09-09\|20.05\|1.42\|19.89\|20.66\|19.68\|1125287;2026-09-10\|20.00\|-0.25\|19.71\|20.30\|19.50\|811895;2026-09-11\|21.06\|5.30\|19.41\|21.28\|19.41\|1735427;2026-09-14\|21.36\|1.42\|20.36\|21.89\|20.10\|1486378;2026-09-15\|22.40\|4.87\|21.00\|22.45\|20.90\|1527495;2026-09-16\|22.24\|-0.71\|22.03\|22.88\|21.81\|1480556;2026-09-17\|21.01\|-5.53\|21.90\|22.15\|20.92\|1487925;2026-09-18\|21.56\|2.62\|21.40\|21.79\|20.77\|1227505;2026-09-21\|21.51\|-0.23\|21.98\|22.35\|21.36\|1014187;2026-09-22\|21.27\|-1.12\|21.74\|22.16\|21.11\|997844;2026-09-23\|21.54\|1.27\|21.28\|21.85\|20.82\|941362;2026-09-24\|20.54\|-4.64\|21.23\|21.93\|20.50\|797555;2026-09-28\|18.80\|-8.47\|20.30\|20.43\|18.20\|942721;2026-09-29\|18.85\|0.27\|18.54\|19.09\|18.44\|535191;2026-09-30\|18.10\|-3.98\|18.98\|19.06\|18.05\|572608;2026-10-08\|17.56\|-2.98\|18.16\|18.81\|17.29\|585661;2026-10-09\|16.97\|-3.36\|17.51\|17.53\|16.08\|701512;2026-10-12\|16.33\|-3.77\|16.79\|16.90\|16.26\|419456;2026-10-13\|16.67\|2.08\|15.81\|16.92\|15.39\|594480;2026-10-14\|16.19\|-2.88\|16.53\|17.02\|16.17\|478103;2026-10-15\|15.80\|-2.41\|15.58\|16.21\|15.48\|520847;2026-10-16\|15.37\|-2.72\|16.28\|16.33\|15.21\|545870;2026-10-19\|15.51\|0.91\|15.24\|15.76\|14.69\|508652;2026-10-20\|15.79\|1.81\|15.37\|16.05\|15.30\|470459;2026-10-21\|16.07\|1.77\|15.90\|16.38\|15.79\|571185;2026-10-22\|15.34\|-4.54\|16.00\|16.14\|15.34\|467133;2026-10-23\|16.41\|6.98\|15.41\|16.50\|14.80\|913407;2026-10-26\|15.40\|-6.15\|16.13\|16.33\|15.35\|706487;2026-10-27\|14.78\|-4.03\|15.73\|15.98\|14.76\|563374;2026-10-28\|15.43\|4.40\|15.09\|15.64\|14.87\|605067;2026-10-29\|14.64\|-5.12\|15.20\|15.33\|14.61\|532202;2026-10-30\|14.04\|-4.10\|14.00\|15.03\|13.97\|555003;2026-11-02\|14.33\|2.07\|14.39\|14.57\|14.04\|511187;2026-11-03\|13.52\|-5.65\|14.06\|14.42\|13.45\|567580;2026-11-04\|14.63\|8.21\|13.76\|14.78\|13.36\|750559;2026-11-05\|14.79\|1.09\|14.30\|15.10\|14.21\|666199;2026-11-06\|14.01\|-5.27\|13.72\|14.31\|13.72\|500296
126214	美股存储板块大涨	存储芯片+PCIe6/7+UFS5.0 行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。公司原因： 1、据2026年4月10日定增预案，股东大会已批准拟募资20.62亿元投向企业级PCIe Gen6/Gen7、消费级PCIe Gen6及UFS5.0新一代存储主控芯片，完善全栈产品布局。 2、据2026年4月28日一季报，公司一季度营收3.55亿元，同比增长47.38%，归母净利润886万元，同比扭亏为盈。 3、据2025年9月12日互动易，公司SSD主控芯片已进入江波龙、佰维、威刚等头部客户供应链，为全球独立固态硬盘主控芯片出货量排名前列厂商。	全球少数掌握全系存储主控芯片核心技术的企业之一，产品涵盖SATA 3.2、PCIe 3.0到PCIe 5.0 SSD主控芯片等，还有适配移动终端的UFS 3.1嵌入式数据存储主控芯片	2026-06-29\|83.40\|3.35\|80.11\|85.00\|74.50\|206189;2026-06-30\|86.31\|3.49\|83.28\|87.30\|81.03\|159252;2026-07-01\|84.70\|-1.87\|84.21\|89.36\|82.38\|175755;2026-07-02\|81.68\|-3.57\|80.00\|90.00\|77.50\|157996;2026-07-03\|80.33\|-1.65\|81.90\|84.88\|78.30\|134443;2026-07-06\|76.70\|-4.52\|81.93\|82.22\|72.00\|168708;2026-07-07\|74.79\|-2.49\|76.10\|78.45\|73.49\|105516;2026-07-08\|74.65\|-0.19\|74.94\|78.69\|71.40\|120018;2026-07-09\|81.90\|9.71\|76.89\|82.00\|75.50\|130242;2026-07-10\|78.00\|-4.76\|83.90\|88.77\|77.81\|152728;2026-07-13\|70.30\|-9.87\|76.50\|78.88\|69.80\|139953;2026-07-14\|69.70\|-0.85\|71.00\|72.18\|66.36\|103140;2026-07-15\|70.99\|1.85\|75.19\|78.00\|70.79\|186525;2026-07-16\|64.40\|-9.28\|68.50\|70.49\|63.76\|149343;2026-07-17\|57.78\|-10.28\|63.72\|64.93\|57.11\|134530;2026-07-20\|53.01\|-8.26\|60.00\|60.36\|50.03\|145595;2026-07-21\|58.36\|10.09\|53.01\|58.59\|50.80\|152021;2026-07-22\|56.68\|-2.88\|57.60\|59.74\|56.13\|101502;2026-07-23\|55.22\|-2.58\|57.20\|57.75\|54.15\|78435;2026-07-24\|54.53\|-1.25\|54.60\|56.28\|53.55\|79788;2026-07-27\|56.35\|3.34\|54.58\|56.50\|52.35\|79263;2026-07-28\|52.28\|-7.22\|55.00\|55.98\|52.00\|81023;2026-07-29\|51.96\|-0.61\|52.50\|52.78\|48.88\|98060;2026-07-30\|48.66\|-6.35\|51.51\|52.15\|47.75\|85810;2026-07-31\|52.45\|7.79\|53.50\|56.18\|51.78\|130658;2026-08-03\|48.96\|-6.65\|52.08\|52.76\|48.53\|101760;2026-08-04\|53.10\|8.46\|49.00\|53.44\|48.70\|100240;2026-08-05\|57.43\|8.15\|53.15\|58.49\|53.02\|112550;2026-08-06\|56.62\|-1.41\|55.44\|57.89\|54.80\|93952;2026-08-07\|59.54\|5.16\|56.38\|60.50\|55.80\|107196;2026-08-10\|57.85\|-2.84\|60.00\|60.16\|56.50\|97621;2026-08-11\|63.63\|9.99\|57.28\|66.00\|56.80\|168081;2026-08-12\|62.45\|-1.85\|63.40\|63.70\|61.93\|112886;2026-08-13\|62.60\|0.24\|64.01\|66.33\|62.50\|127376;2026-08-14\|69.65\|11.26\|66.04\|70.36\|65.31\|203167;2026-08-17\|70.88\|1.77\|69.65\|72.85\|68.99\|185855;2026-08-18\|71.03\|0.21\|70.88\|73.23\|69.52\|166195;2026-08-19\|67.36\|-5.17\|68.41\|71.35\|67.00\|149624;2026-08-20\|68.20\|1.25\|68.70\|70.77\|66.69\|100467;2026-08-21\|68.15\|-0.07\|67.89\|69.91\|67.00\|87658;2026-08-24\|66.04\|-3.10\|69.55\|70.32\|64.83\|105904;2026-08-25\|66.65\|0.92\|65.00\|68.29\|63.79\|92609;2026-08-26\|63.35\|-4.95\|68.00\|68.86\|63.25\|107008;2026-08-27\|68.58\|8.26\|64.04\|69.55\|62.89\|123962;2026-08-28\|64.84\|-5.45\|68.43\|68.76\|64.82\|100407;2026-08-31\|68.81\|6.12\|63.28\|69.69\|62.82\|117150;2026-09-01\|65.08\|-5.42\|68.42\|68.81\|64.85\|89986;2026-09-02\|63.35\|-2.66\|63.99\|64.78\|62.91\|59503;2026-09-03\|65.22\|2.95\|63.99\|66.40\|62.18\|85382;2026-09-04\|61.00\|-6.47\|65.75\|66.05\|59.23\|91829;2026-09-07\|62.64\|2.69\|62.00\|63.28\|61.51\|73814;2026-09-08\|61.92\|-1.15\|62.31\|64.20\|61.23\|62666;2026-09-09\|61.45\|-0.76\|63.00\|63.77\|61.06\|48332;2026-09-10\|61.13\|-0.52\|60.91\|62.15\|60.60\|47329;2026-09-11\|59.60\|-2.50\|60.20\|60.79\|57.52\|62100;2026-09-14\|58.99\|-1.02\|58.60\|59.47\|57.84\|45484;2026-09-15\|59.17\|0.31\|58.51\|60.98\|58.22\|46726;2026-09-16\|62.80\|6.13\|59.50\|64.20\|58.76\|69501;2026-09-17\|62.65\|-0.24\|61.70\|64.54\|61.70\|70305;2026-09-18\|65.20\|4.07\|63.99\|66.59\|63.30\|93731;2026-09-21\|64.84\|-0.55\|66.50\|66.88\|64.50\|75143;2026-09-22\|64.19\|-1.00\|65.85\|66.50\|63.96\|67577;2026-09-23\|64.36\|0.26\|64.80\|65.58\|64.00\|42247;2026-09-24\|61.61\|-4.27\|64.70\|64.77\|61.57\|42628;2026-09-28\|57.25\|-7.08\|62.00\|62.00\|56.41\|65586;2026-09-29\|57.69\|0.77\|57.78\|58.20\|57.04\|42130;2026-09-30\|55.80\|-3.28\|57.16\|58.33\|55.55\|45747;2026-10-08\|52.55\|-5.82\|55.44\|55.97\|51.95\|63827;2026-10-09\|52.23\|-0.61\|52.40\|52.87\|49.70\|66576;2026-10-12\|49.57\|-5.09\|52.47\|52.48\|49.49\|61714;2026-10-13\|49.25\|-0.65\|48.35\|49.87\|46.70\|61544;2026-10-14\|47.50\|-3.55\|48.27\|49.36\|47.33\|56543;2026-10-15\|44.97\|-5.33\|45.80\|46.39\|44.45\|79953;2026-10-16\|44.90\|-0.16\|45.99\|46.46\|44.36\|59682;2026-10-19\|46.96\|4.59\|44.58\|47.48\|44.09\|89713;2026-10-20\|47.26\|0.64\|46.61\|48.09\|45.76\|71653;2026-10-21\|47.78\|1.10\|47.60\|48.99\|47.51\|62641;2026-10-22\|46.00\|-3.73\|48.23\|48.23\|45.41\|57514;2026-10-23\|47.56\|3.39\|44.93\|47.86\|43.03\|78403;2026-10-26\|45.15\|-5.07\|47.05\|47.07\|44.74\|58014;2026-10-27\|43.21\|-4.30\|45.90\|46.40\|43.15\|54108;2026-10-28\|46.03\|6.53\|44.77\|46.72\|44.44\|78285;2026-10-29\|42.93\|-6.73\|45.24\|45.87\|42.90\|72316;2026-10-30\|38.76\|-9.71\|39.96\|41.88\|38.76\|96143;2026-11-02\|38.32\|-1.14\|39.00\|39.88\|37.52\|96737;2026-11-03\|36.28\|-5.32\|37.82\|38.26\|35.93\|83346;2026-11-04\|40.41\|11.38\|36.47\|40.48\|36.00\|110343;2026-11-05\|40.78\|0.92\|39.11\|42.20\|39.05\|94542;2026-11-06\|39.22\|-3.83\|38.05\|40.20\|38.02\|60759
126213	我国首部数据中心液冷国家标准正式获批发布		公司在算力液冷服务器领域属于二级供应商，表示看好公司钎焊材料在AI服务器液冷领域的快速放量	2026-06-29\|78.40\|-4.51\|82.49\|86.22\|75.53\|53158;2026-06-30\|84.03\|7.18\|79.00\|86.50\|78.64\|47428;2026-07-01\|81.95\|-2.48\|84.45\|85.32\|81.93\|37272;2026-07-02\|79.30\|-3.23\|80.26\|83.95\|77.55\|41724;2026-07-03\|79.44\|0.18\|77.69\|82.82\|77.69\|30954;2026-07-06\|74.45\|-6.28\|79.88\|81.00\|74.30\|45052;2026-07-07\|68.93\|-7.41\|73.01\|75.30\|68.89\|50510;2026-07-08\|66.56\|-3.44\|70.53\|70.93\|65.44\|35375;2026-07-09\|68.81\|3.38\|67.01\|69.34\|64.50\|31968;2026-07-10\|65.75\|-3.80\|67.65\|71.50\|65.68\|38475;2026-07-13\|59.35\|-9.73\|65.75\|66.50\|59.17\|33009;2026-07-14\|62.48\|5.27\|59.58\|62.62\|57.39\|33417;2026-07-15\|60.05\|-3.89\|63.33\|63.79\|59.17\|26265;2026-07-16\|56.19\|-6.43\|59.69\|60.49\|55.61\|26484;2026-07-17\|49.92\|-11.16\|56.92\|56.98\|49.55\|34515;2026-07-20\|46.00\|-7.85\|51.08\|52.70\|45.00\|49704;2026-07-21\|50.31\|9.37\|46.62\|50.47\|41.60\|59487;2026-07-22\|50.31\|0.00\|50.19\|52.39\|49.42\|41385;2026-07-23\|50.38\|0.14\|51.57\|52.00\|49.44\|31879;2026-07-24\|48.33\|-4.07\|50.02\|50.85\|48.03\|21502;2026-07-27\|50.49\|4.47\|48.30\|51.05\|48.30\|27050;2026-07-28\|46.89\|-7.13\|49.88\|50.48\|46.46\|26162;2026-07-29\|45.07\|-3.88\|46.70\|46.96\|43.31\|42030;2026-07-30\|41.80\|-7.26\|45.00\|45.98\|40.88\|40230;2026-07-31\|43.70\|4.55\|43.90\|46.85\|43.66\|37169;2026-08-03\|42.87\|-1.90\|42.60\|44.30\|42.31\|30747;2026-08-04\|45.21\|5.46\|43.48\|45.69\|42.71\|34334;2026-08-05\|48.09\|6.37\|45.00\|48.99\|45.00\|35057;2026-08-06\|49.35\|2.62\|48.38\|50.20\|47.30\|27201;2026-08-07\|51.42\|4.19\|48.86\|52.17\|48.40\|35596;2026-08-10\|49.94\|-2.88\|51.94\|51.95\|48.63\|35722;2026-08-11\|49.20\|-1.48\|49.75\|50.08\|48.42\|20259;2026-08-12\|50.40\|2.44\|49.20\|50.84\|49.00\|22513;2026-08-13\|49.12\|-2.54\|50.45\|51.77\|49.03\|23921;2026-08-14\|54.74\|11.44\|49.75\|55.70\|49.62\|53081;2026-08-17\|58.25\|6.41\|55.60\|58.49\|53.21\|66293;2026-08-18\|56.89\|-2.33\|58.00\|60.80\|56.14\|56970;2026-08-19\|51.65\|-9.21\|56.00\|56.11\|51.35\|44279;2026-08-20\|52.51\|1.67\|53.11\|54.80\|51.69\|38953;2026-08-21\|53.70\|2.27\|52.10\|54.32\|51.55\|31717;2026-08-24\|54.08\|0.71\|53.12\|54.85\|52.30\|30398;2026-08-25\|55.50\|2.63\|53.48\|56.18\|51.61\|38002;2026-08-26\|58.34\|5.12\|55.50\|58.45\|53.01\|54168;2026-08-27\|60.40\|3.53\|59.19\|61.50\|56.19\|75698;2026-08-28\|56.67\|-6.18\|59.00\|60.35\|56.50\|63701;2026-08-31\|59.53\|5.05\|54.90\|59.96\|54.90\|47680;2026-09-01\|56.25\|-5.51\|59.45\|59.61\|56.21\|36079;2026-09-02\|56.27\|0.04\|55.54\|58.15\|54.62\|32853;2026-09-03\|58.98\|4.82\|57.25\|60.59\|56.58\|48578;2026-09-04\|56.50\|-4.20\|60.50\|60.85\|56.13\|49486;2026-09-07\|58.83\|4.12\|57.63\|59.39\|56.94\|42029;2026-09-08\|57.93\|-1.53\|58.90\|59.01\|56.46\|36560;2026-09-09\|56.99\|-1.62\|57.89\|59.56\|56.83\|30847;2026-09-10\|55.25\|-3.05\|56.46\|57.20\|55.25\|24079;2026-09-11\|53.22\|-3.67\|54.40\|54.95\|51.66\|37658;2026-09-14\|54.00\|1.47\|52.61\|54.81\|51.66\|34614;2026-09-15\|53.45\|-1.02\|53.50\|55.61\|53.45\|24301;2026-09-16\|56.33\|5.39\|53.40\|56.65\|53.20\|28880;2026-09-17\|54.89\|-2.56\|56.28\|57.33\|54.52\|23979;2026-09-18\|56.00\|2.02\|55.98\|56.78\|55.13\|29886;2026-09-21\|57.03\|1.84\|56.02\|57.44\|55.99\|34235;2026-09-22\|56.30\|-1.28\|57.96\|58.56\|56.25\|29510;2026-09-23\|64.17\|13.98\|56.68\|64.50\|56.35\|86581;2026-09-24\|61.27\|-4.52\|63.90\|64.36\|61.25\|60203;2026-09-28\|54.66\|-10.79\|60.93\|61.11\|53.77\|74129;2026-09-29\|55.82\|2.12\|54.00\|56.72\|53.12\|38661;2026-09-30\|52.40\|-6.13\|56.02\|56.45\|51.90\|34093;2026-10-08\|50.26\|-4.08\|52.70\|54.15\|49.90\|32825;2026-10-09\|48.52\|-3.46\|50.26\|50.38\|45.85\|34709;2026-10-12\|47.25\|-2.62\|48.06\|48.26\|46.55\|25137;2026-10-13\|47.38\|0.28\|45.67\|48.18\|44.70\|28078;2026-10-14\|46.01\|-2.89\|47.53\|48.15\|45.62\|21657;2026-10-15\|43.70\|-5.02\|43.97\|44.98\|43.07\|26320;2026-10-16\|43.39\|-0.71\|44.65\|45.20\|42.94\|20499;2026-10-19\|45.80\|5.55\|42.80\|46.74\|42.70\|43443;2026-10-20\|46.61\|1.77\|45.67\|47.55\|44.73\|23921;2026-10-21\|46.75\|0.30\|46.97\|48.58\|46.54\|19160;2026-10-22\|45.46\|-2.76\|47.00\|47.49\|45.20\|18881;2026-10-23\|46.84\|3.04\|44.72\|47.28\|41.60\|29902;2026-10-26\|45.77\|-2.05\|46.30\|47.72\|45.40\|23502;2026-10-27\|44.62\|-2.51\|45.50\|47.50\|44.51\|18120;2026-10-28\|47.70\|6.90\|44.75\|48.59\|44.71\|28397;2026-10-29\|47.64\|-0.13\|47.49\|48.88\|46.40\|31787;2026-10-30\|45.60\|-4.28\|46.56\|47.61\|44.44\|33638;2026-11-02\|43.85\|-3.84\|44.67\|45.21\|42.00\|36086;2026-11-03\|38.41\|-12.41\|43.42\|43.42\|38.22\|56507;2026-11-04\|41.76\|8.72\|38.78\|41.88\|37.40\|47313;2026-11-05\|41.10\|-1.58\|41.17\|42.41\|40.50\|39910;2026-11-06\|39.80\|-3.16\|38.58\|40.41\|37.99\|32132
126212	美股存储板块大涨	拟收购芯翼+半导体封测+存储芯片行业原因：台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关，预计2026年销售额增长近30%。台积电公布2026年资本支出计划最高将达560亿美元，较2025年实际支出409亿美元大幅增长37%，创下该公司历史新高。管理层表示，未来三年资本支出将显著增加。公司原因： 1、据2026年1月13日公告，公司拟以现金收购成都芯翼科技不低于51%股权，标的整体估值暂定为不超过6.75亿元，旨在向芯片设计延伸。 2、据2025年8月28日半年报，公司主营半导体封装测试，具备4-12英寸晶圆全流程封测能力，产品涵盖二极管、三极管、MOSFET、IC等，应用于消费电子、汽车电子、新能源。 3、据2025年9月4日公告，公司出资2000万元参股芯展速5.55%，标的企业专注AI时代企业级SSD主控芯片及全栈存储方案。	公司拟以3.36亿元收购成都芯翼60%股权，标的构建了覆盖芯片设计、流片管理、产品测试及应用支持的全流程研发和产业化体系，产品主要聚焦于计算机处理、感知与导控、雷达通信对抗等三大应用场景，重点研发产品包括通信接口芯片，模拟信号链芯片等	2026-06-29\|31.76\|2.82\|31.06\|32.49\|28.98\|291859;2026-06-30\|31.58\|-0.57\|32.12\|32.26\|30.60\|258768;2026-07-01\|29.45\|-6.74\|30.99\|31.38\|29.08\|284152;2026-07-02\|28.39\|-3.60\|28.53\|29.67\|27.38\|203714;2026-07-03\|26.80\|-5.60\|27.68\|27.99\|26.50\|195931;2026-07-06\|26.31\|-1.83\|27.07\|27.85\|25.57\|160683;2026-07-07\|26.45\|0.53\|26.08\|27.00\|25.94\|139110;2026-07-08\|25.60\|-3.21\|26.30\|26.93\|24.68\|142765;2026-07-09\|28.19\|10.12\|25.82\|28.49\|25.54\|234120;2026-07-10\|27.34\|-3.02\|28.12\|29.20\|27.20\|236711;2026-07-13\|25.46\|-6.88\|27.00\|27.41\|25.29\|165104;2026-07-14\|24.92\|-2.12\|25.11\|25.58\|23.50\|150822;2026-07-15\|23.33\|-6.38\|25.00\|25.19\|23.23\|137819;2026-07-16\|21.47\|-7.97\|22.68\|23.19\|21.36\|182282;2026-07-17\|19.21\|-10.53\|21.25\|21.70\|19.12\|161831;2026-07-20\|17.83\|-7.18\|19.68\|19.78\|17.31\|146583;2026-07-21\|19.00\|6.56\|17.93\|19.15\|16.45\|174546;2026-07-22\|18.48\|-2.74\|18.50\|19.29\|18.36\|133707;2026-07-23\|18.45\|-0.16\|18.47\|18.63\|17.89\|95705;2026-07-24\|18.13\|-1.73\|18.08\|18.66\|17.92\|81677;2026-07-27\|18.58\|2.48\|18.00\|18.61\|17.61\|85163;2026-07-28\|18.04\|-2.91\|18.34\|18.75\|17.93\|88103;2026-07-29\|18.15\|0.61\|17.90\|18.18\|17.37\|103642;2026-07-30\|17.37\|-4.30\|17.91\|18.10\|17.21\|94734;2026-07-31\|18.09\|4.15\|18.37\|18.76\|18.08\|134954;2026-08-03\|18.46\|2.05\|18.05\|18.46\|17.83\|91840;2026-08-04\|19.14\|3.68\|18.66\|19.23\|18.49\|120453;2026-08-05\|19.75\|3.19\|18.90\|19.84\|18.88\|137676;2026-08-06\|19.86\|0.56\|19.30\|20.12\|19.21\|132975;2026-08-07\|20.55\|3.47\|19.85\|20.55\|19.61\|135384;2026-08-10\|20.64\|0.44\|20.59\|20.68\|20.13\|89523;2026-08-11\|20.39\|-1.21\|20.55\|20.71\|20.27\|59420;2026-08-12\|20.71\|1.57\|20.47\|20.75\|20.40\|62248;2026-08-13\|20.15\|-2.70\|20.89\|21.05\|20.14\|87141;2026-08-14\|22.47\|11.51\|20.83\|23.80\|20.56\|311206;2026-08-17\|22.37\|-0.45\|22.28\|22.60\|21.76\|209337;2026-08-18\|22.16\|-0.94\|22.28\|22.99\|21.60\|150673;2026-08-19\|20.80\|-6.14\|21.51\|21.96\|20.72\|124830;2026-08-20\|20.79\|-0.05\|21.15\|21.36\|20.61\|85797;2026-08-21\|20.85\|0.29\|20.50\|20.94\|20.34\|66457;2026-08-24\|20.55\|-1.44\|20.84\|20.88\|20.07\|61050;2026-08-25\|20.84\|1.41\|20.30\|20.96\|19.86\|63654;2026-08-26\|20.55\|-1.39\|20.91\|20.92\|20.39\|53476;2026-08-27\|21.64\|5.30\|21.13\|21.64\|20.94\|122557;2026-08-28\|21.43\|-0.97\|21.52\|21.98\|21.41\|82267;2026-08-31\|21.85\|1.96\|21.00\|21.92\|20.94\|65469;2026-09-01\|21.70\|-0.69\|21.75\|21.88\|21.42\|56791;2026-09-02\|21.51\|-0.88\|21.44\|21.65\|21.27\|49446;2026-09-03\|21.53\|0.09\|21.73\|21.77\|21.23\|55046;2026-09-04\|21.03\|-2.32\|21.76\|21.92\|20.87\|63185;2026-09-07\|21.29\|1.24\|21.18\|21.52\|21.13\|54666;2026-09-08\|21.12\|-0.80\|21.29\|21.50\|21.06\|53059;2026-09-09\|20.90\|-1.04\|21.10\|21.53\|20.80\|51549;2026-09-10\|20.75\|-0.72\|20.70\|21.10\|20.58\|40385;2026-09-11\|20.46\|-1.40\|20.60\|20.60\|19.80\|59842;2026-09-14\|20.51\|0.24\|20.14\|20.62\|20.05\|38034;2026-09-15\|21.12\|2.97\|20.40\|21.41\|20.40\|80851;2026-09-16\|21.98\|4.07\|20.90\|22.07\|20.86\|100540;2026-09-17\|21.79\|-0.86\|21.85\|22.29\|21.70\|77315;2026-09-18\|22.38\|2.71\|22.13\|22.58\|22.10\|94252;2026-09-21\|22.51\|0.58\|22.40\|22.63\|22.32\|67837;2026-09-22\|22.40\|-0.49\|22.93\|22.98\|22.30\|70759;2026-09-23\|22.71\|1.38\|22.35\|22.85\|22.24\|73426;2026-09-24\|22.56\|-0.66\|22.58\|23.00\|22.47\|63591;2026-09-28\|21.95\|-2.70\|22.45\|22.75\|21.84\|62161;2026-09-29\|22.24\|1.32\|21.84\|22.64\|21.84\|48640;2026-09-30\|21.64\|-2.70\|22.27\|22.61\|21.56\|46827;2026-10-08\|20.94\|-3.23\|21.54\|22.00\|20.70\|53564;2026-10-09\|20.29\|-3.10\|20.89\|20.89\|19.35\|75506;2026-10-12\|20.10\|-0.94\|20.10\|20.48\|19.65\|48243;2026-10-13\|20.23\|0.65\|19.68\|20.37\|19.14\|57196;2026-10-14\|19.53\|-3.46\|20.09\|20.23\|19.51\|35553;2026-10-15\|18.90\|-3.23\|18.78\|19.31\|18.66\|49323;2026-10-16\|18.87\|-0.16\|19.25\|19.38\|18.71\|47344;2026-10-19\|18.68\|-1.01\|18.66\|18.87\|18.18\|39343;2026-10-20\|19.30\|3.32\|18.68\|19.62\|18.63\|60577;2026-10-21\|19.10\|-1.04\|19.30\|19.43\|19.05\|46367;2026-10-22\|18.72\|-1.99\|19.11\|19.29\|18.57\|51922;2026-10-23\|19.31\|3.15\|18.30\|19.41\|17.58\|80672;2026-10-26\|18.73\|-3.00\|19.09\|19.27\|18.63\|56937;2026-10-27\|18.16\|-3.04\|18.90\|19.07\|18.12\|43414;2026-10-28\|18.93\|4.24\|18.51\|19.18\|18.31\|69291;2026-10-29\|18.78\|-0.79\|18.80\|19.90\|18.76\|116187;2026-10-30\|18.09\|-3.67\|18.00\|19.18\|18.00\|88213;2026-11-02\|18.56\|2.60\|18.10\|18.70\|17.77\|71698;2026-11-03\|17.92\|-3.45\|18.20\|18.61\|17.78\|73156;2026-11-04\|18.95\|5.75\|17.84\|19.00\|17.61\|112199;2026-11-05\|19.49\|2.85\|18.45\|19.68\|18.43\|108021;2026-11-06\|18.97\|-2.67\|18.45\|19.45\|18.30\|68760
126211	南亚向客户发出涨价函	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-06-29\|191.08\|-3.69\|193.80\|205.00\|176.00\|97866;2026-06-30\|204.50\|7.02\|193.50\|212.00\|190.31\|96434;2026-07-01\|188.82\|-7.67\|204.00\|204.19\|183.00\|100748;2026-07-02\|173.80\|-7.95\|181.67\|186.98\|171.00\|74918;2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683;2026-07-13\|150.77\|-7.95\|162.50\|165.25\|150.45\|73266;2026-07-14\|165.71\|9.91\|153.48\|166.04\|149.81\|69414;2026-07-15\|155.85\|-5.92\|168.64\|168.90\|154.58\|55042;2026-07-16\|146.91\|-5.74\|155.00\|158.56\|144.97\|49821;2026-07-17\|129.65\|-11.75\|148.00\|148.49\|129.00\|70178;2026-07-20\|114.42\|-11.75\|138.81\|139.39\|108.90\|93154;2026-07-21\|137.30\|20.00\|116.71\|137.30\|103.00\|115306;2026-07-22\|139.38\|1.51\|136.60\|148.39\|135.00\|109539;2026-07-23\|135.40\|-2.86\|140.76\|143.94\|134.61\|64596;2026-07-24\|132.86\|-1.88\|133.00\|138.00\|130.25\|69596;2026-07-27\|136.60\|2.81\|131.90\|138.87\|127.12\|66750;2026-07-28\|120.91\|-11.49\|133.64\|135.10\|119.63\|68717;2026-07-29\|116.77\|-3.42\|119.60\|123.00\|107.06\|95638;2026-07-30\|98.41\|-15.72\|114.96\|117.00\|96.57\|121074;2026-07-31\|100.17\|1.79\|110.07\|112.76\|100.00\|99890;2026-08-03\|96.01\|-4.15\|99.80\|101.75\|94.75\|75675;2026-08-04\|108.75\|13.27\|97.19\|110.31\|95.64\|87832;2026-08-05\|117.78\|8.30\|106.88\|119.79\|103.80\|105257;2026-08-06\|125.28\|6.37\|118.20\|129.46\|115.37\|104675;2026-08-07\|141.99\|13.34\|125.51\|145.66\|125.51\|127772;2026-08-10\|140.00\|-1.40\|142.00\|144.68\|133.63\|96392;2026-08-11\|137.41\|-1.85\|137.68\|141.00\|134.01\|67421;2026-08-12\|142.40\|3.63\|137.43\|143.02\|135.56\|78438;2026-08-13\|139.50\|-2.04\|144.85\|149.50\|139.50\|100172;2026-08-14\|155.88\|11.74\|132.60\|159.86\|132.60\|146193;2026-08-17\|157.81\|1.24\|153.39\|161.06\|153.39\|110372;2026-08-18\|150.18\|-4.83\|156.89\|158.69\|148.01\|87902;2026-08-19\|135.31\|-9.90\|146.99\|147.50\|133.84\|78234;2026-08-20\|137.20\|1.40\|139.00\|142.50\|135.00\|70108;2026-08-21\|139.45\|1.64\|137.62\|145.44\|133.50\|64928;2026-08-24\|133.00\|-4.63\|140.49\|141.98\|128.16\|57835;2026-08-25\|137.66\|3.50\|131.86\|141.49\|125.94\|75102;2026-08-26\|134.58\|-2.24\|140.01\|140.02\|129.50\|70603;2026-08-27\|137.88\|2.45\|137.06\|139.28\|133.11\|83083;2026-08-28\|134.19\|-2.68\|136.50\|140.28\|132.80\|69160;2026-08-31\|136.80\|1.95\|130.04\|138.24\|129.44\|54939;2026-09-01\|129.77\|-5.14\|136.80\|141.90\|129.00\|58348;2026-09-02\|128.85\|-0.71\|128.27\|131.80\|127.00\|41398;2026-09-03\|135.80\|5.39\|130.00\|138.20\|128.45\|67027;2026-09-04\|127.16\|-6.36\|135.74\|138.69\|125.02\|64770;2026-09-07\|137.60\|8.21\|130.50\|137.86\|129.01\|73166;2026-09-08\|135.84\|-1.28\|137.72\|141.00\|134.11\|57485;2026-09-09\|137.20\|1.00\|138.29\|142.19\|136.14\|59212;2026-09-10\|135.50\|-1.24\|136.21\|139.43\|134.50\|44599;2026-09-11\|132.24\|-2.41\|132.14\|134.34\|125.68\|68599;2026-09-14\|139.50\|5.49\|128.44\|140.88\|126.05\|75237;2026-09-15\|139.00\|-0.36\|140.89\|143.21\|138.40\|55769;2026-09-16\|144.37\|3.86\|139.25\|144.39\|137.13\|68472;2026-09-17\|141.70\|-1.85\|143.91\|146.48\|139.78\|58016;2026-09-18\|145.81\|2.90\|145.01\|148.99\|138.72\|69191;2026-09-21\|143.76\|-1.41\|146.68\|146.98\|141.67\|59069;2026-09-22\|143.25\|-0.35\|145.35\|152.24\|142.40\|77568;2026-09-23\|145.22\|1.38\|153.92\|154.51\|144.50\|129179;2026-09-24\|138.43\|-4.68\|144.74\|145.08\|138.38\|61787;2026-09-28\|126.82\|-8.39\|137.00\|137.68\|125.36\|53436;2026-09-29\|127.31\|0.39\|125.50\|129.09\|124.08\|42208;2026-09-30\|121.86\|-4.28\|128.00\|128.88\|121.61\|35961;2026-10-08\|118.63\|-2.65\|121.56\|128.66\|117.20\|43956;2026-10-09\|111.64\|-5.89\|118.01\|118.62\|105.00\|71617;2026-10-12\|110.50\|-1.02\|111.64\|117.95\|107.88\|59950;2026-10-13\|114.45\|3.57\|107.50\|115.86\|102.50\|69653;2026-10-14\|111.24\|-2.80\|113.40\|116.50\|110.90\|41708;2026-10-15\|106.02\|-4.69\|106.30\|110.00\|105.26\|44996;2026-10-16\|104.52\|-1.41\|109.99\|110.57\|103.08\|40234;2026-10-19\|103.50\|-0.98\|103.00\|104.50\|98.57\|39898;2026-10-20\|106.02\|2.43\|102.62\|108.32\|100.79\|36534;2026-10-21\|107.25\|1.16\|109.00\|111.32\|106.19\|39588;2026-10-22\|101.00\|-5.83\|107.49\|107.50\|100.12\|40071;2026-10-23\|105.47\|4.43\|98.85\|107.06\|92.56\|82091;2026-10-26\|98.91\|-6.22\|104.00\|104.87\|98.01\|48663;2026-10-27\|93.71\|-5.26\|101.50\|102.71\|93.71\|35867;2026-10-28\|102.80\|9.70\|95.68\|103.71\|95.05\|61418;2026-10-29\|98.30\|-4.38\|100.86\|104.25\|97.00\|53906;2026-10-30\|93.10\|-5.29\|94.86\|99.65\|90.03\|52610;2026-11-02\|93.96\|0.92\|95.03\|97.40\|92.19\|49630;2026-11-03\|87.70\|-6.66\|92.00\|94.51\|87.00\|55099;2026-11-04\|99.65\|13.63\|87.92\|100.80\|85.20\|73999;2026-11-05\|98.30\|-1.35\|96.39\|102.77\|94.68\|56460;2026-11-06\|92.46\|-5.94\|90.00\|96.79\|88.50\|57968
126210	宇树科技上市在即		1、公司与拓竹科技签订框架合作，共同开发消费级3D扫描仪； 2、公司6D位姿跟踪系统已在工程机械、焊接机器人等场景实现批量订单	2026-06-29\|86.50\|-2.16\|85.88\|87.78\|80.30\|40991;2026-06-30\|85.77\|-0.84\|84.88\|87.00\|83.37\|26370;2026-07-01\|84.17\|-1.87\|86.21\|87.19\|83.00\|21302;2026-07-02\|81.53\|-3.14\|83.51\|87.00\|81.00\|22096;2026-07-03\|83.00\|1.80\|81.06\|85.60\|80.63\|18137;2026-07-06\|79.72\|-3.95\|83.90\|83.96\|79.10\|16831;2026-07-07\|76.15\|-4.48\|79.68\|81.26\|75.20\|19047;2026-07-08\|72.11\|-5.31\|76.15\|77.18\|71.62\|14435;2026-07-09\|73.10\|1.37\|71.99\|73.51\|69.80\|17961;2026-07-10\|74.10\|1.37\|73.34\|76.80\|73.02\|15083;2026-07-13\|67.70\|-8.64\|73.63\|73.83\|67.30\|16432;2026-07-14\|72.19\|6.63\|67.70\|72.36\|65.50\|18528;2026-07-15\|72.77\|0.80\|71.01\|75.55\|70.80\|18060;2026-07-16\|70.11\|-3.66\|71.21\|72.99\|69.36\|12067;2026-07-17\|69.97\|-0.20\|69.99\|71.80\|64.14\|21700;2026-07-20\|64.77\|-7.43\|69.51\|71.35\|63.43\|17565;2026-07-21\|71.99\|11.15\|65.00\|73.71\|61.75\|23455;2026-07-22\|73.00\|1.40\|73.92\|74.36\|70.21\|19732;2026-07-23\|75.96\|4.05\|73.00\|76.93\|72.50\|24178;2026-07-24\|71.06\|-6.45\|75.44\|75.77\|71.00\|19344;2026-07-27\|76.59\|7.78\|70.84\|76.80\|70.30\|19557;2026-07-28\|73.92\|-3.49\|75.45\|76.01\|72.24\|13466;2026-07-29\|74.33\|0.55\|73.96\|75.66\|71.60\|11355;2026-07-30\|70.43\|-5.25\|74.00\|74.66\|70.01\|12112;2026-07-31\|71.81\|1.96\|74.00\|74.85\|71.61\|14163;2026-08-03\|72.58\|1.07\|71.75\|73.77\|71.43\|8647;2026-08-04\|76.60\|5.54\|72.50\|77.50\|72.50\|15986;2026-08-05\|79.26\|3.47\|76.32\|81.20\|76.32\|21063;2026-08-06\|75.60\|-4.62\|78.00\|80.48\|75.33\|17833;2026-08-07\|76.80\|1.59\|75.99\|77.97\|74.35\|15872;2026-08-10\|74.43\|-3.09\|76.50\|77.50\|73.20\|12553;2026-08-11\|75.69\|1.69\|74.22\|78.29\|72.00\|16522;2026-08-12\|75.39\|-0.40\|76.34\|76.34\|74.88\|8520;2026-08-13\|82.83\|9.87\|78.78\|86.89\|78.78\|39421;2026-08-14\|92.68\|11.89\|81.96\|94.50\|80.58\|57300;2026-08-17\|92.24\|-0.47\|95.00\|98.58\|90.00\|48965;2026-08-18\|90.21\|-2.20\|92.71\|93.64\|88.90\|29233;2026-08-19\|81.11\|-10.09\|88.50\|88.50\|81.08\|29132;2026-08-20\|84.40\|4.06\|82.49\|86.14\|81.88\|22095;2026-08-21\|87.63\|3.83\|84.00\|87.63\|82.61\|23715;2026-08-24\|82.00\|-6.42\|86.99\|86.99\|80.22\|24739;2026-08-25\|85.07\|3.74\|81.63\|88.22\|79.79\|23598;2026-08-26\|83.03\|-2.40\|83.76\|85.00\|81.40\|25455;2026-08-27\|83.15\|0.14\|82.89\|84.99\|81.04\|27310;2026-08-28\|89.40\|7.52\|83.10\|92.68\|82.01\|43035;2026-08-31\|91.20\|2.01\|87.73\|92.30\|86.40\|34386;2026-09-01\|84.59\|-7.25\|92.00\|92.00\|84.51\|28214;2026-09-02\|82.35\|-2.65\|84.00\|84.32\|81.70\|15194;2026-09-03\|81.32\|-1.25\|83.42\|83.99\|79.95\|13361;2026-09-04\|80.30\|-1.25\|81.32\|83.37\|79.70\|11003;2026-09-07\|90.00\|12.08\|95.85\|96.36\|87.96\|89176;2026-09-08\|81.73\|-9.19\|85.00\|85.99\|80.82\|74268;2026-09-09\|77.65\|-4.99\|80.20\|80.97\|77.65\|31070;2026-09-10\|77.13\|-0.67\|76.40\|78.80\|76.16\|15797;2026-09-11\|78.30\|1.52\|76.51\|78.30\|74.51\|18930;2026-09-14\|78.33\|0.04\|78.00\|80.72\|77.34\|15834;2026-09-15\|77.32\|-1.29\|77.77\|78.43\|76.37\|7550;2026-09-16\|78.10\|1.01\|77.57\|78.88\|77.31\|9063;2026-09-17\|79.98\|2.41\|77.92\|79.99\|77.91\|14241;2026-09-18\|80.51\|0.66\|80.05\|80.79\|79.80\|10956;2026-09-21\|84.01\|4.35\|81.04\|84.85\|80.03\|19304;2026-09-22\|82.83\|-1.40\|84.00\|85.48\|82.58\|14247;2026-09-23\|89.22\|7.71\|82.83\|91.66\|82.15\|44915;2026-09-24\|84.38\|-5.42\|89.99\|90.80\|83.99\|33249;2026-09-28\|79.49\|-5.80\|84.86\|85.98\|78.30\|18854;2026-09-29\|80.10\|0.77\|79.49\|81.00\|78.80\|8969;2026-09-30\|77.53\|-3.21\|80.79\|80.90\|77.11\|11089;2026-10-08\|75.10\|-3.13\|77.29\|77.85\|74.57\|8818;2026-10-09\|73.88\|-1.62\|75.72\|75.72\|70.80\|10852;2026-10-12\|70.77\|-4.21\|73.88\|74.28\|70.59\|8188;2026-10-13\|73.45\|3.79\|72.00\|76.76\|70.64\|21614;2026-10-14\|68.43\|-6.83\|73.95\|73.95\|68.00\|14614;2026-10-15\|64.60\|-5.60\|67.02\|67.02\|64.20\|14267;2026-10-16\|64.01\|-0.91\|65.87\|67.36\|64.00\|9701;2026-10-19\|69.98\|9.33\|63.60\|70.40\|62.22\|16913;2026-10-20\|75.35\|7.67\|69.36\|77.50\|67.77\|32539;2026-10-21\|75.44\|0.12\|74.56\|78.07\|73.13\|23328;2026-10-22\|71.18\|-5.65\|75.35\|76.00\|71.18\|14443;2026-10-23\|79.98\|12.36\|69.90\|80.00\|67.06\|26831;2026-10-26\|81.50\|1.90\|81.21\|86.66\|79.86\|44595;2026-10-27\|77.50\|-4.91\|80.00\|81.63\|77.00\|23553;2026-10-28\|78.70\|1.55\|78.75\|83.20\|77.40\|28156;2026-10-29\|73.80\|-6.23\|77.00\|78.46\|73.80\|20873;2026-10-30\|69.01\|-6.49\|74.08\|74.82\|68.00\|23280;2026-11-02\|70.48\|2.13\|69.50\|72.10\|63.48\|24555;2026-11-03\|68.57\|-2.71\|69.45\|70.47\|67.40\|12276;2026-11-04\|72.36\|5.53\|68.50\|73.30\|66.88\|22001;2026-11-05\|74.60\|3.10\|71.10\|76.00\|70.68\|23410;2026-11-06\|70.69\|-5.24\|69.86\|72.80\|69.80\|16585
126209	北京印发《关于进一步优化调整本市房地产政策的通知》		公司主要从事空间设计与软装陈设业务，主要服务的项目类别为住宅地产的售楼处、样板间等空间领域	2026-06-29\|32.70\|1.46\|32.24\|33.55\|31.80\|26604;2026-06-30\|37.91\|15.93\|32.62\|38.50\|32.62\|87805;2026-07-01\|38.50\|1.56\|38.22\|41.90\|36.12\|117394;2026-07-02\|39.93\|3.71\|39.07\|42.00\|37.59\|121664;2026-07-03\|40.02\|0.23\|39.41\|42.50\|39.00\|95335;2026-07-06\|41.53\|3.77\|40.90\|41.88\|39.58\|94598;2026-07-07\|35.57\|-14.35\|40.59\|40.90\|35.02\|116079;2026-07-08\|34.88\|-1.94\|35.57\|35.99\|34.00\|58610;2026-07-09\|36.86\|5.68\|34.93\|37.33\|34.46\|53242;2026-07-10\|36.23\|-1.71\|37.26\|37.26\|35.25\|33433;2026-07-13\|34.70\|-4.22\|35.75\|36.13\|34.61\|33935;2026-07-14\|37.02\|6.69\|35.03\|37.30\|35.03\|48805;2026-07-15\|37.89\|2.35\|36.78\|39.22\|36.67\|45013;2026-07-16\|37.58\|-0.82\|37.28\|37.96\|36.10\|31105;2026-07-17\|34.78\|-7.45\|37.21\|37.73\|34.33\|38280;2026-07-20\|33.25\|-4.40\|34.79\|36.09\|32.64\|43922;2026-07-21\|34.77\|4.57\|33.74\|35.20\|31.20\|39925;2026-07-22\|36.31\|4.43\|34.75\|36.37\|34.12\|33644;2026-07-23\|36.80\|1.35\|36.00\|37.21\|35.80\|27165;2026-07-24\|36.66\|-0.38\|36.14\|36.93\|35.51\|19012;2026-07-27\|37.98\|3.60\|36.43\|38.00\|36.19\|25667;2026-07-28\|35.24\|-7.21\|37.50\|37.79\|34.20\|35743;2026-07-29\|35.31\|0.20\|34.65\|35.66\|33.31\|27071;2026-07-30\|32.02\|-9.32\|35.13\|35.53\|31.86\|30543;2026-07-31\|36.64\|14.43\|34.06\|37.07\|34.06\|55157;2026-08-03\|34.02\|-7.15\|36.33\|36.33\|33.81\|41195;2026-08-04\|35.29\|3.73\|34.50\|35.33\|34.02\|25719;2026-08-05\|37.08\|5.07\|35.17\|37.72\|35.17\|43369;2026-08-06\|38.53\|3.91\|36.45\|38.84\|36.45\|40929;2026-08-07\|38.57\|0.10\|38.54\|38.80\|37.22\|26469;2026-08-10\|39.32\|1.94\|38.50\|39.67\|38.18\|27714;2026-08-11\|38.88\|-1.12\|39.32\|40.44\|38.21\|32429;2026-08-12\|38.94\|0.15\|38.89\|39.58\|38.50\|20444;2026-08-13\|38.42\|-1.34\|39.50\|39.80\|38.41\|17094;2026-08-14\|43.41\|12.99\|38.50\|44.30\|38.50\|85099;2026-08-17\|40.01\|-7.83\|43.21\|43.32\|38.84\|99198;2026-08-18\|39.69\|-0.80\|39.49\|39.81\|38.52\|61148;2026-08-19\|37.46\|-5.62\|39.24\|39.35\|37.27\|35616;2026-08-20\|38.46\|2.67\|38.18\|38.90\|37.47\|27850;2026-08-21\|39.18\|1.87\|38.09\|39.50\|37.40\|29755;2026-08-24\|38.63\|-1.40\|39.18\|39.20\|37.37\|23813;2026-08-25\|39.70\|2.77\|39.18\|40.10\|37.89\|38176;2026-08-26\|40.57\|2.19\|39.70\|40.70\|38.14\|44125;2026-08-27\|41.11\|1.33\|39.97\|41.32\|39.97\|29478;2026-08-28\|41.35\|0.58\|41.00\|42.29\|40.51\|31827;2026-08-31\|40.97\|-0.92\|40.90\|41.47\|40.21\|22180;2026-09-01\|40.12\|-2.07\|41.35\|42.12\|39.73\|35114;2026-09-02\|39.09\|-2.57\|39.97\|39.97\|38.79\|21540;2026-09-03\|38.47\|-1.59\|39.49\|39.62\|38.21\|23857;2026-09-04\|38.81\|0.88\|38.80\|40.00\|38.22\|31160;2026-09-07\|38.91\|0.26\|38.88\|39.68\|38.60\|21679;2026-09-08\|38.95\|0.10\|38.92\|39.40\|38.23\|28613;2026-09-09\|38.92\|-0.08\|39.02\|39.30\|38.60\|14505;2026-09-10\|38.91\|-0.03\|38.91\|39.29\|38.55\|11930;2026-09-11\|38.61\|-0.77\|38.87\|38.90\|37.45\|23172;2026-09-14\|36.95\|-4.30\|37.93\|37.95\|34.43\|58621;2026-09-15\|36.87\|-0.22\|37.44\|37.44\|36.00\|37504;2026-09-16\|37.84\|2.63\|36.91\|38.40\|36.66\|34282;2026-09-17\|36.99\|-2.25\|37.77\|37.77\|36.70\|25347;2026-09-18\|37.67\|1.84\|37.36\|37.80\|36.80\|23326;2026-09-21\|37.85\|0.48\|37.80\|37.95\|37.13\|16706;2026-09-22\|36.56\|-3.41\|37.80\|38.00\|36.25\|44540;2026-09-23\|36.59\|0.08\|36.47\|37.07\|35.75\|28754;2026-09-24\|36.10\|-1.04\|36.15\|36.99\|35.88\|28322;2026-09-28\|34.53\|-4.35\|36.11\|36.11\|34.43\|29343;2026-09-29\|34.07\|-1.33\|34.41\|34.69\|33.84\|21954;2026-09-30\|33.62\|-1.32\|34.00\|34.84\|33.40\|20608;2026-10-08\|33.53\|-0.27\|33.99\|34.34\|32.73\|21447;2026-10-09\|32.89\|-1.91\|33.45\|33.88\|31.38\|27428;2026-10-12\|32.20\|-2.10\|32.89\|33.08\|31.72\|22406;2026-10-13\|32.54\|1.06\|32.18\|32.81\|30.95\|21056;2026-10-14\|31.35\|-3.66\|32.54\|33.08\|31.35\|25609;2026-10-15\|28.80\|-8.13\|30.64\|30.90\|28.70\|39949;2026-10-16\|29.24\|1.53\|29.58\|30.16\|28.89\|29789;2026-10-19\|29.45\|0.72\|29.50\|29.62\|28.05\|25041;2026-10-20\|29.40\|-0.17\|29.00\|29.75\|28.76\|19757;2026-10-21\|29.08\|-1.09\|29.43\|29.96\|29.00\|17536;2026-10-22\|28.23\|-2.92\|29.26\|29.26\|28.15\|15398;2026-10-23\|28.84\|2.16\|27.63\|28.86\|26.48\|24320;2026-10-26\|27.71\|-3.92\|29.84\|29.84\|27.56\|14944;2026-10-27\|27.33\|-1.37\|28.06\|28.50\|27.09\|12780;2026-10-28\|27.65\|1.17\|27.49\|27.86\|27.18\|13530;2026-10-29\|26.53\|-4.05\|28.98\|28.98\|26.53\|11591;2026-10-30\|24.82\|-6.45\|25.67\|26.59\|24.76\|30224;2026-11-02\|25.45\|2.54\|24.90\|25.55\|24.10\|30437;2026-11-03\|23.74\|-6.72\|26.51\|26.51\|23.32\|23509;2026-11-04\|24.58\|3.54\|23.61\|24.60\|22.56\|32754;2026-11-05\|24.65\|0.28\|24.30\|24.79\|23.90\|32817;2026-11-06\|24.12\|-2.15\|24.01\|24.60\|23.00\|25733
126208	宇树科技上市在即	氮化铝+碳陶制动盘+人形机器人行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年6月18日公告，公司关注到市场对高纯氮化铝粉体产品关注度较高，目前正有序推进年产500吨高导热氮化铝粉体产能建设，但该产品客户导入和验证工作存在不确定性风险，尚未取得订单及形成收入，预计对公司2026年经营业绩不构成影响。 2、据2026年5月28日机构调研，公司长纤碳陶制动盘已实现对多家主机厂的批量交付，占据国内主机厂市场主要份额，其中公司独供前装标配碳陶制动盘的小米YU7 GT车型，起售价为38.99万元。 3、据2025年年度报告，公司“机器人用碳纤维复合材料产品开发与应用二期”项目已完成关键技术攻关，开发多种规格树脂基复合材料产品，可满足人形机器人轻量化、长寿命的技术需求；据2025年9月18日互动易，公司研发试制的碳基材料产品可满足机器人机身、传动等部件需求。	公司“机器人用碳纤维复合材料产品开发与应用二期”项目已完成关键技术攻关，开发多种规格的树脂基复合材料新产品，满足人形机器人轻量化、长寿命的技术需求	2026-06-29\|48.71\|-3.98\|50.70\|54.81\|47.72\|251787;2026-06-30\|49.45\|1.52\|48.23\|50.00\|47.46\|190069;2026-07-01\|50.08\|1.27\|50.50\|52.50\|48.38\|242991;2026-07-02\|47.67\|-4.81\|49.00\|51.05\|47.20\|181811;2026-07-03\|48.59\|1.93\|48.18\|50.86\|45.70\|219230;2026-07-06\|47.51\|-2.22\|48.84\|49.76\|45.92\|200604;2026-07-07\|43.35\|-8.76\|46.93\|47.93\|42.92\|209459;2026-07-08\|42.18\|-2.70\|43.66\|43.94\|40.80\|142471;2026-07-09\|45.50\|7.87\|42.47\|45.59\|42.40\|206799;2026-07-10\|44.50\|-2.20\|45.00\|46.74\|44.30\|159338;2026-07-13\|39.86\|-10.43\|43.50\|44.29\|39.77\|143235;2026-07-14\|40.54\|1.71\|40.50\|40.88\|38.30\|104684;2026-07-15\|38.12\|-5.97\|40.98\|41.70\|38.02\|126650;2026-07-16\|35.32\|-7.35\|37.40\|38.54\|35.07\|125977;2026-07-17\|31.26\|-11.49\|35.57\|35.69\|30.61\|180677;2026-07-20\|27.03\|-13.53\|32.20\|32.50\|26.31\|210007;2026-07-21\|28.58\|5.73\|27.00\|28.65\|24.00\|210053;2026-07-22\|27.53\|-3.67\|28.45\|29.25\|27.02\|164542;2026-07-23\|27.84\|1.13\|27.78\|29.22\|27.40\|131686;2026-07-24\|26.67\|-4.20\|27.46\|28.10\|26.55\|96889;2026-07-27\|27.83\|4.35\|27.06\|27.92\|26.22\|102908;2026-07-28\|25.98\|-6.65\|28.00\|28.23\|25.72\|102754;2026-07-29\|26.19\|0.81\|26.10\|26.80\|24.78\|111957;2026-07-30\|24.73\|-5.57\|26.45\|26.49\|24.60\|116230;2026-07-31\|25.29\|2.26\|26.60\|27.21\|25.25\|118909;2026-08-03\|25.00\|-1.15\|25.08\|25.72\|24.57\|98762;2026-08-04\|26.20\|4.80\|25.04\|26.50\|24.88\|101978;2026-08-05\|27.91\|6.53\|26.12\|28.22\|25.71\|119669;2026-08-06\|28.96\|3.76\|27.76\|29.18\|27.38\|155142;2026-08-07\|30.35\|4.80\|29.54\|30.68\|28.09\|220588;2026-08-10\|30.99\|2.11\|30.88\|31.46\|29.38\|191090;2026-08-11\|32.15\|3.74\|30.68\|33.79\|30.42\|231860;2026-08-12\|31.95\|-0.62\|31.60\|32.94\|31.45\|188575;2026-08-13\|32.60\|2.03\|32.01\|34.90\|31.86\|221579;2026-08-14\|37.02\|13.56\|32.94\|37.88\|32.71\|276225;2026-08-17\|38.50\|4.00\|36.84\|38.80\|36.04\|323161;2026-08-18\|38.37\|-0.34\|38.10\|39.50\|37.60\|249115;2026-08-19\|33.45\|-12.82\|36.13\|37.46\|33.35\|301136;2026-08-20\|34.79\|4.01\|34.45\|36.55\|33.18\|214173;2026-08-21\|39.85\|14.54\|34.56\|39.88\|33.60\|335548;2026-08-24\|36.87\|-7.48\|39.87\|41.50\|35.90\|295015;2026-08-25\|35.80\|-2.90\|36.03\|36.79\|35.03\|167880;2026-08-26\|36.47\|1.87\|36.00\|37.99\|36.00\|234385;2026-08-27\|37.60\|3.10\|36.71\|38.48\|35.47\|214869;2026-08-28\|35.60\|-5.32\|37.28\|37.85\|35.51\|175253;2026-08-31\|36.45\|2.39\|34.44\|36.57\|34.44\|133392;2026-09-01\|34.80\|-4.53\|36.50\|36.66\|34.51\|126139;2026-09-02\|33.81\|-2.84\|34.00\|34.36\|33.36\|91861;2026-09-03\|33.77\|-0.12\|34.32\|34.50\|33.15\|92264;2026-09-04\|31.79\|-5.86\|34.50\|34.74\|31.33\|148910;2026-09-07\|34.08\|7.20\|32.18\|34.24\|31.86\|119847;2026-09-08\|33.04\|-3.05\|33.99\|34.07\|32.68\|97267;2026-09-09\|32.65\|-1.18\|33.53\|34.40\|32.43\|84919;2026-09-10\|32.52\|-0.40\|32.48\|33.18\|32.18\|65675;2026-09-11\|31.36\|-3.57\|32.01\|32.33\|30.07\|101878;2026-09-14\|32.51\|3.67\|30.81\|33.08\|30.21\|88886;2026-09-15\|32.30\|-0.65\|32.28\|33.30\|32.20\|73328;2026-09-16\|34.53\|6.90\|32.30\|34.98\|32.30\|141797;2026-09-17\|35.42\|2.58\|34.23\|36.80\|34.10\|186049;2026-09-18\|35.07\|-0.99\|35.81\|36.21\|34.50\|129940;2026-09-21\|35.78\|2.02\|35.24\|36.55\|34.75\|105165;2026-09-22\|35.23\|-1.54\|36.50\|36.74\|35.12\|108006;2026-09-23\|36.40\|3.32\|35.23\|36.88\|35.01\|118122;2026-09-24\|36.53\|0.36\|36.00\|38.70\|36.00\|167128;2026-09-28\|33.00\|-9.66\|36.00\|36.89\|32.78\|171298;2026-09-29\|33.44\|1.33\|33.00\|33.99\|32.53\|72317;2026-09-30\|32.18\|-3.77\|34.00\|34.20\|32.16\|85313;2026-10-08\|29.97\|-6.87\|32.30\|32.96\|29.60\|108770;2026-10-09\|28.67\|-4.34\|29.68\|29.68\|27.06\|135812;2026-10-12\|29.18\|1.78\|28.39\|30.66\|28.00\|125547;2026-10-13\|29.01\|-0.58\|28.01\|29.52\|26.83\|112345;2026-10-14\|27.66\|-4.65\|28.85\|29.12\|27.66\|70689;2026-10-15\|26.45\|-4.37\|26.00\|27.08\|26.00\|85621;2026-10-16\|28.00\|5.86\|26.97\|28.08\|26.16\|122981;2026-10-19\|26.91\|-3.89\|27.28\|27.57\|25.50\|126243;2026-10-20\|28.00\|4.05\|26.94\|28.79\|26.45\|118595;2026-10-21\|28.20\|0.71\|28.20\|28.73\|27.70\|78340;2026-10-22\|27.76\|-1.56\|28.28\|28.85\|27.76\|96043;2026-10-23\|28.22\|1.66\|27.18\|28.30\|25.29\|127766;2026-10-26\|26.81\|-5.00\|28.00\|28.10\|26.66\|83149;2026-10-27\|25.79\|-3.80\|27.10\|27.44\|25.70\|55165;2026-10-28\|27.00\|4.69\|26.00\|27.40\|25.71\|65862;2026-10-29\|26.10\|-3.33\|27.30\|27.93\|26.01\|65848;2026-10-30\|24.31\|-6.86\|25.78\|26.39\|24.31\|78881;2026-11-02\|25.56\|5.14\|24.72\|25.65\|24.00\|81730;2026-11-03\|25.32\|-0.94\|25.05\|26.65\|25.03\|77606;2026-11-04\|27.03\|6.75\|25.48\|27.38\|24.85\|107370;2026-11-05\|28.15\|4.14\|26.88\|28.95\|26.78\|102822;2026-11-06\|27.05\|-3.91\|26.79\|27.80\|26.67\|76430
126207	光通信龙头Lumentum业绩超预期	光通信+掺稀土光纤+商业航天+次新股行业原因： 1、韩股早盘大涨，SK海力士、三星电子涨超8%，带动科技股情绪回暖。 2、 8月11日，大和发表研报指，首次覆盖长飞光纤并给予“买入”评级，看好其受益于光纤行业强劲上升周期及光互联业务的高增长潜力。公司原因： 1、据2026年7月14日互动易及2026年5月22日招股说明书，公司面向高速光通信场景的超宽带L波段掺铒光纤主要性能指标达到国际先进水平，已进入国内主要光通信设备商供应链并实现批量销售，应用于400G光传输网络及全国一体化算力体系建设。 2、据2026年5月22日招股说明书，公司是国内特种光纤行业第一梯队企业，主要产品掺稀土光纤是光纤激光器、光纤放大器等的关键元器件，已与锐科激光、创鑫激光、杰普特等主要激光器厂商建立稳定合作关系。 3、据2026年3月17日问询函回复，公司前瞻布局商业航天空间激光通信赛道，抗辐照掺铒光纤、抗辐照掺铒镱光纤等产品已研发完成并向客户A、航天科技集团实现销售，构建了较高技术与认证壁垒。 4、公司于2026-05-27上市，主营业务为高性能、多品类特种光纤的研发、生产和销售。	公司掺铒光纤主要应用于光通信领域；公司生产的超宽带L波段掺铒光纤波长达到1627nm，主要性能指标达到国际先进水平，助力我国400G光传输网实现规模化商用，与光迅科技、德科立、昂纳科技等国内知名通信厂商建立了稳定的合作关系	2026-06-29\|431.59\|2.53\|419.90\|434.94\|401.52\|21676;2026-06-30\|454.50\|5.31\|432.00\|468.88\|412.00\|30783;2026-07-01\|424.00\|-6.71\|453.00\|453.02\|420.00\|25211;2026-07-02\|395.50\|-6.72\|406.00\|417.97\|395.25\|18769;2026-07-03\|397.00\|0.38\|387.58\|408.00\|387.58\|15493;2026-07-06\|362.00\|-8.82\|401.00\|405.50\|360.11\|20509;2026-07-07\|354.59\|-2.05\|363.45\|374.44\|347.77\|17034;2026-07-08\|396.31\|11.77\|351.09\|415.55\|333.33\|34669;2026-07-09\|403.24\|1.75\|385.00\|406.60\|372.57\|26632;2026-07-10\|391.00\|-3.04\|403.24\|416.66\|390.00\|23333;2026-07-13\|349.50\|-10.61\|374.00\|388.00\|346.95\|16606;2026-07-14\|366.18\|4.77\|350.00\|370.47\|342.00\|16179;2026-07-15\|358.76\|-2.03\|372.13\|385.01\|357.00\|16932;2026-07-16\|340.86\|-4.99\|349.14\|359.90\|340.00\|13401;2026-07-17\|297.98\|-12.58\|340.72\|345.00\|291.00\|27055;2026-07-20\|254.57\|-14.57\|299.00\|302.49\|244.00\|28851;2026-07-21\|276.20\|8.50\|253.57\|276.88\|231.30\|30338;2026-07-22\|255.90\|-7.35\|269.00\|276.66\|255.78\|17047;2026-07-23\|267.29\|4.45\|258.00\|270.00\|253.22\|14034;2026-07-24\|245.16\|-8.28\|260.00\|262.00\|243.01\|12905;2026-07-27\|250.85\|2.32\|240.00\|252.00\|232.30\|10139;2026-07-28\|229.12\|-8.66\|240.00\|245.50\|228.28\|12663;2026-07-29\|223.50\|-2.45\|230.00\|231.99\|217.00\|11364;2026-07-30\|200.00\|-10.51\|218.01\|223.50\|199.11\|14600;2026-07-31\|210.00\|5.00\|216.01\|225.28\|210.00\|17871;2026-08-03\|216.81\|3.24\|207.52\|221.87\|206.01\|12121;2026-08-04\|238.00\|9.77\|222.99\|243.40\|218.99\|21360;2026-08-05\|254.70\|7.02\|223.00\|260.21\|223.00\|30443;2026-08-06\|255.00\|0.12\|247.45\|260.00\|245.00\|21403;2026-08-07\|262.53\|2.95\|255.00\|272.99\|248.60\|30743;2026-08-10\|249.90\|-4.81\|262.00\|262.00\|245.11\|19081;2026-08-11\|250.02\|0.05\|248.96\|256.69\|244.11\|16845;2026-08-12\|300.02\|20.00\|251.30\|300.02\|246.27\|45076;2026-08-13\|311.90\|3.96\|318.00\|333.00\|308.00\|54243;2026-08-14\|355.55\|13.99\|315.80\|360.00\|301.11\|57707;2026-08-17\|358.00\|0.69\|345.00\|379.98\|339.00\|50404;2026-08-18\|350.10\|-2.21\|355.38\|365.50\|335.78\|37563;2026-08-19\|315.27\|-9.95\|336.00\|342.00\|315.11\|30150;2026-08-20\|336.47\|6.72\|323.00\|348.48\|309.28\|35784;2026-08-21\|321.36\|-4.49\|331.50\|340.00\|320.00\|26341;2026-08-24\|315.15\|-1.93\|318.47\|324.87\|305.88\|18365;2026-08-25\|316.70\|0.49\|302.00\|333.00\|302.00\|21061;2026-08-26\|296.20\|-6.47\|309.00\|309.16\|287.00\|28016;2026-08-27\|313.56\|5.86\|296.50\|318.57\|296.50\|27737;2026-08-28\|293.88\|-6.28\|312.32\|317.00\|293.61\|22282;2026-08-31\|292.36\|-0.52\|288.00\|295.00\|286.00\|13456;2026-09-01\|281.60\|-3.68\|298.45\|298.45\|276.46\|14698;2026-09-02\|275.56\|-2.14\|276.00\|280.00\|271.59\|10638;2026-09-03\|271.00\|-1.65\|278.50\|281.75\|269.13\|12008;2026-09-04\|262.30\|-3.21\|277.00\|279.00\|258.00\|14793;2026-09-07\|282.45\|7.68\|267.49\|287.86\|265.45\|23914;2026-09-08\|289.00\|2.32\|282.00\|303.97\|278.01\|27658;2026-09-09\|281.50\|-2.60\|295.96\|300.07\|277.60\|22756;2026-09-10\|270.60\|-3.87\|270.01\|283.99\|270.00\|13121;2026-09-11\|275.26\|1.72\|265.00\|285.00\|259.56\|21013;2026-09-14\|267.91\|-2.67\|265.00\|271.14\|254.00\|15416;2026-09-15\|271.09\|1.19\|263.02\|280.19\|261.10\|15303;2026-09-16\|284.15\|4.82\|271.00\|290.90\|269.00\|24081;2026-09-17\|279.62\|-1.59\|283.97\|288.00\|277.66\|17755;2026-09-18\|295.03\|5.51\|286.00\|295.60\|281.28\|25458;2026-09-21\|288.85\|-2.09\|294.13\|295.86\|286.00\|17601;2026-09-22\|284.52\|-1.50\|293.35\|301.28\|284.03\|20369;2026-09-23\|288.80\|1.50\|284.63\|291.94\|281.10\|13612;2026-09-24\|282.80\|-2.08\|285.03\|291.80\|282.35\|11344;2026-09-28\|246.89\|-12.70\|278.00\|279.00\|246.00\|18883;2026-09-29\|258.70\|4.78\|246.02\|264.63\|246.00\|15568;2026-09-30\|251.50\|-2.78\|267.00\|267.00\|250.58\|9481;2026-10-08\|230.36\|-8.41\|248.99\|249.66\|227.59\|13565;2026-10-09\|231.93\|0.68\|228.06\|233.60\|217.60\|12742;2026-10-12\|222.00\|-4.28\|229.66\|231.00\|220.20\|8337;2026-10-13\|228.51\|2.93\|213.60\|231.80\|210.00\|11144;2026-10-14\|220.50\|-3.51\|227.75\|230.80\|219.61\|8258;2026-10-15\|207.82\|-5.75\|200.85\|214.75\|200.85\|9619;2026-10-16\|204.70\|-1.50\|214.88\|214.98\|201.39\|10274;2026-10-19\|217.32\|6.17\|202.11\|221.30\|201.00\|15805;2026-10-20\|219.03\|0.79\|215.01\|221.79\|213.70\|11248;2026-10-21\|217.94\|-0.50\|220.20\|223.98\|216.00\|10694;2026-10-22\|208.15\|-4.49\|218.00\|221.00\|208.01\|9767;2026-10-23\|217.50\|4.49\|202.00\|218.78\|192.81\|14763;2026-10-26\|206.55\|-5.03\|213.24\|217.50\|203.58\|9926;2026-10-27\|190.00\|-8.01\|206.41\|208.00\|190.00\|13488;2026-10-28\|198.88\|4.67\|193.80\|199.86\|191.00\|12305;2026-10-29\|180.00\|-9.49\|197.95\|198.00\|180.00\|12775;2026-10-30\|170.20\|-5.44\|173.90\|183.40\|170.05\|11630;2026-11-02\|173.51\|1.94\|174.00\|176.50\|167.52\|10388;2026-11-03\|161.34\|-7.01\|169.00\|172.60\|159.81\|11820;2026-11-04\|178.29\|10.51\|163.77\|178.32\|160.24\|16643;2026-11-05\|180.01\|0.96\|171.78\|183.88\|171.78\|15940;2026-11-06\|170.03\|-5.54\|163.30\|174.66\|163.30\|13744
126206	光通信龙头Lumentum业绩超预期	特种光纤+CPO+商业航天行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2025年年度报告，公司主营光纤环及特种光纤，2025年营收3.98亿元、净利2393万元，同比增20.32%、33.37%，光纤环器件订单放量推动业绩增长。 2、据2025年7月18日公告及2025年10月13日股份登记完成，公司并购生一升100%股权切入CPO产业链，生一升400G/800G高速光模块无源器件已批量销售，1.6T产品客户验证中。 3、据2026年4月10日微信公众号，公司60/100超细径保偏光纤已用于多家单位卫星项目；据2025年12月4日机构调研，第三代光纤陀螺光子芯片完成流片，可广泛用于商业航天及军工。	国内专业从事光纤陀螺核心器件光纤环及其综合解决方案研发、生产、销售和服务提供商	2026-06-29\|180.00\|-16.28\|212.00\|218.30\|172.00\|125799;2026-06-30\|175.88\|-2.29\|173.11\|177.00\|155.99\|114305;2026-07-01\|162.11\|-7.83\|170.23\|170.27\|158.88\|90767;2026-07-02\|158.28\|-2.36\|154.66\|167.77\|145.94\|73829;2026-07-03\|163.32\|3.18\|160.00\|169.84\|156.66\|69363;2026-07-06\|151.30\|-7.36\|165.01\|168.00\|140.05\|77710;2026-07-07\|147.15\|-2.74\|150.01\|156.99\|147.15\|79596;2026-07-08\|151.42\|2.90\|152.00\|162.62\|149.59\|92151;2026-07-09\|157.80\|4.21\|159.00\|163.00\|137.88\|138456;2026-07-10\|156.60\|-0.76\|158.01\|168.90\|153.68\|122015;2026-07-13\|125.28\|-20.00\|152.51\|160.00\|125.28\|158809;2026-07-14\|127.60\|1.85\|122.08\|131.60\|120.01\|128110;2026-07-15\|127.10\|-0.39\|131.44\|135.96\|126.07\|100317;2026-07-16\|116.50\|-8.34\|124.00\|127.20\|113.00\|110085;2026-07-17\|101.73\|-12.64\|114.12\|114.87\|101.00\|107895;2026-07-20\|103.00\|1.25\|115.49\|119.74\|99.01\|152579;2026-07-21\|110.00\|6.80\|105.05\|111.88\|84.84\|180262;2026-07-22\|100.00\|-9.09\|107.92\|110.91\|99.66\|136928;2026-07-23\|100.99\|0.99\|102.00\|108.88\|99.11\|91015;2026-07-24\|96.84\|-4.11\|97.03\|102.66\|96.00\|71115;2026-07-27\|103.07\|6.43\|95.89\|103.07\|94.53\|76495;2026-07-28\|90.94\|-11.77\|98.00\|100.65\|90.15\|75427;2026-07-29\|88.46\|-2.73\|90.71\|92.51\|83.52\|82914;2026-07-30\|79.84\|-9.74\|88.92\|88.92\|78.90\|81172;2026-07-31\|84.50\|5.84\|88.00\|93.85\|82.45\|96341;2026-08-03\|82.20\|-2.72\|83.53\|86.84\|78.34\|90864;2026-08-04\|90.20\|9.73\|85.00\|90.98\|82.57\|103951;2026-08-05\|102.40\|13.53\|85.42\|104.24\|85.11\|161812;2026-08-06\|104.68\|2.23\|101.18\|109.50\|99.24\|159173;2026-08-07\|112.29\|7.27\|104.55\|115.90\|103.00\|161080;2026-08-10\|103.00\|-8.27\|113.00\|114.60\|98.27\|161180;2026-08-11\|104.36\|1.32\|99.51\|107.48\|97.23\|125649;2026-08-12\|117.99\|13.06\|105.39\|124.20\|103.42\|197431;2026-08-13\|121.87\|3.29\|121.44\|132.85\|119.50\|218871;2026-08-14\|140.00\|14.88\|123.51\|140.00\|122.11\|204485;2026-08-17\|154.00\|10.00\|142.10\|162.68\|131.00\|239171;2026-08-18\|145.80\|-5.32\|154.00\|154.00\|142.45\|185497;2026-08-19\|126.26\|-13.40\|136.57\|138.97\|126.26\|193480;2026-08-20\|149.50\|18.41\|129.29\|151.51\|125.96\|280104;2026-08-21\|158.80\|6.22\|150.53\|164.67\|147.00\|246399;2026-08-24\|150.22\|-5.40\|154.01\|159.50\|145.44\|170656;2026-08-25\|168.80\|12.37\|141.40\|171.24\|141.20\|212348;2026-08-26\|170.51\|1.01\|167.69\|173.28\|159.60\|161378;2026-08-27\|173.30\|1.64\|169.00\|193.00\|164.59\|205293;2026-08-28\|162.51\|-6.23\|169.35\|174.85\|162.40\|153115;2026-08-31\|160.98\|-0.94\|158.01\|168.92\|158.01\|135247;2026-09-01\|167.00\|3.74\|164.49\|173.77\|158.50\|164850;2026-09-02\|174.56\|4.53\|161.01\|179.92\|161.00\|145321;2026-09-03\|175.64\|0.62\|177.20\|186.90\|168.00\|160530;2026-09-04\|163.00\|-7.20\|174.00\|177.00\|157.01\|158380;2026-09-07\|181.20\|11.17\|161.37\|181.58\|159.50\|166065;2026-09-08\|168.00\|-7.28\|183.84\|184.95\|166.00\|159811;2026-09-09\|174.20\|3.69\|176.74\|181.88\|164.00\|150963;2026-09-10\|168.84\|-3.08\|166.70\|174.00\|163.21\|116571;2026-09-11\|195.00\|15.49\|163.99\|196.28\|163.66\|206587;2026-09-14\|197.00\|1.03\|188.00\|202.17\|185.10\|159275;2026-09-15\|190.00\|-3.55\|190.50\|196.85\|188.87\|103640;2026-09-16\|191.30\|0.68\|190.00\|197.00\|189.00\|110973;2026-09-17\|194.10\|1.46\|189.39\|205.55\|186.00\|124673;2026-09-18\|195.52\|0.73\|195.00\|200.88\|184.91\|134786;2026-09-21\|205.07\|4.88\|193.80\|208.00\|191.31\|129835;2026-09-22\|197.02\|-3.93\|211.00\|215.00\|191.49\|132194;2026-09-23\|193.59\|-1.74\|195.05\|197.85\|189.03\|87859;2026-09-24\|191.35\|-1.16\|191.91\|200.15\|185.30\|91032;2026-09-28\|165.05\|-13.74\|186.00\|187.87\|157.20\|133100;2026-09-29\|180.23\|9.20\|162.68\|182.37\|160.09\|114130;2026-09-30\|174.67\|-3.08\|188.00\|188.00\|171.03\|113685;2026-10-08\|160.29\|-8.23\|171.31\|173.99\|157.50\|93706;2026-10-09\|163.03\|1.71\|156.00\|167.66\|154.20\|107421;2026-10-12\|149.10\|-8.54\|160.00\|160.98\|149.00\|97843;2026-10-13\|158.00\|5.97\|140.00\|161.28\|140.00\|111314;2026-10-14\|166.32\|5.27\|164.50\|177.65\|164.36\|142788;2026-10-15\|160.67\|-3.40\|163.94\|170.50\|159.41\|111178;2026-10-16\|153.36\|-4.55\|165.00\|168.70\|151.32\|101417;2026-10-19\|148.24\|-3.34\|153.45\|157.00\|142.18\|102902;2026-10-20\|156.18\|5.36\|146.88\|165.22\|145.59\|112771;2026-10-21\|164.33\|5.22\|164.43\|168.68\|157.51\|113134;2026-10-22\|151.10\|-8.05\|163.78\|167.33\|151.00\|111746;2026-10-23\|148.50\|-1.72\|146.82\|153.88\|134.10\|154611;2026-10-26\|132.41\|-10.84\|143.16\|143.45\|128.56\|136868;2026-10-27\|127.24\|-3.90\|137.00\|139.94\|127.00\|98874;2026-10-28\|145.60\|14.43\|132.00\|147.90\|127.52\|144884;2026-10-29\|123.01\|-15.52\|140.50\|142.43\|123.00\|132087;2026-10-30\|118.26\|-3.86\|109.90\|128.82\|109.90\|129030;2026-11-02\|116.87\|-1.18\|118.50\|122.00\|114.50\|119029;2026-11-03\|106.93\|-8.51\|113.50\|118.00\|104.20\|122274;2026-11-04\|120.66\|12.84\|106.00\|122.50\|104.77\|152817;2026-11-05\|117.70\|-2.45\|114.00\|122.58\|110.18\|127588;2026-11-06\|106.81\|-9.25\|103.14\|111.52\|100.01\|108215
126205	我国首部数据中心液冷国家标准正式获批发布		公司主营热管理产品包括石墨散热片、液冷模组等，应用于机器人、AI服务器、消费电子、新能源汽车及数据中心等领域	2026-06-29\|154.45\|-9.32\|170.30\|170.30\|152.20\|109669;2026-06-30\|164.58\|6.56\|152.51\|165.70\|149.80\|78196;2026-07-01\|167.44\|1.74\|166.41\|181.39\|165.15\|89316;2026-07-02\|163.52\|-2.34\|164.08\|178.00\|158.00\|90418;2026-07-03\|166.24\|1.66\|163.75\|174.76\|163.00\|74961;2026-07-06\|176.57\|6.21\|167.42\|185.00\|164.68\|109076;2026-07-07\|169.19\|-4.18\|176.57\|185.00\|165.60\|67956;2026-07-08\|159.01\|-6.02\|171.36\|175.00\|159.00\|61693;2026-07-09\|162.22\|2.02\|161.92\|163.57\|149.50\|70925;2026-07-10\|154.00\|-5.07\|162.42\|165.98\|153.90\|53543;2026-07-13\|136.68\|-11.25\|152.50\|156.50\|135.72\|71087;2026-07-14\|145.34\|6.34\|138.02\|146.00\|133.36\|66062;2026-07-15\|140.50\|-3.33\|146.50\|150.53\|138.32\|45708;2026-07-16\|136.60\|-2.78\|139.00\|144.40\|133.02\|54459;2026-07-17\|116.62\|-14.63\|135.24\|137.66\|116.01\|75627;2026-07-20\|112.47\|-3.56\|122.00\|127.96\|108.35\|102456;2026-07-21\|120.00\|6.70\|114.72\|120.90\|96.06\|94764;2026-07-22\|113.00\|-5.83\|118.04\|121.45\|111.88\|83702;2026-07-23\|108.18\|-4.27\|113.82\|116.76\|107.34\|52573;2026-07-24\|106.51\|-1.54\|106.00\|110.50\|103.71\|45746;2026-07-27\|110.60\|3.84\|106.70\|111.00\|102.80\|44525;2026-07-28\|100.63\|-9.01\|108.30\|109.67\|99.84\|48462;2026-07-29\|95.30\|-5.30\|100.29\|101.06\|90.44\|76353;2026-07-30\|86.02\|-9.74\|94.95\|96.88\|83.96\|70596;2026-07-31\|89.06\|3.53\|92.80\|95.98\|88.84\|60564;2026-08-03\|84.74\|-4.85\|89.39\|89.95\|83.33\|52886;2026-08-04\|89.45\|5.56\|85.42\|90.25\|84.00\|54052;2026-08-05\|96.70\|8.11\|88.97\|97.77\|88.53\|64106;2026-08-06\|98.05\|1.40\|95.00\|99.92\|93.00\|58034;2026-08-07\|102.50\|4.54\|99.00\|103.10\|95.37\|61973;2026-08-10\|99.80\|-2.63\|104.03\|104.96\|97.34\|56435;2026-08-11\|99.02\|-0.78\|98.00\|100.80\|96.77\|39459;2026-08-12\|103.40\|4.42\|99.50\|104.35\|97.63\|53728;2026-08-13\|104.21\|0.78\|104.80\|108.32\|103.70\|64666;2026-08-14\|119.80\|14.96\|107.75\|121.00\|107.60\|137287;2026-08-17\|119.60\|-0.17\|120.00\|120.00\|114.50\|100933;2026-08-18\|118.23\|-1.15\|120.55\|120.80\|114.00\|75871;2026-08-19\|102.26\|-13.51\|114.85\|115.20\|101.61\|85978;2026-08-20\|102.05\|-0.21\|104.50\|106.79\|100.73\|54972;2026-08-21\|105.25\|3.14\|101.90\|108.80\|99.80\|53217;2026-08-24\|113.99\|8.30\|105.84\|121.00\|105.00\|122349;2026-08-25\|117.99\|3.51\|114.00\|119.65\|109.80\|95588;2026-08-26\|114.47\|-2.98\|120.11\|121.00\|110.46\|81821;2026-08-27\|122.18\|6.74\|117.01\|123.00\|114.00\|96308;2026-08-28\|115.88\|-5.16\|120.51\|121.95\|115.50\|70436;2026-08-31\|120.60\|4.07\|113.00\|122.50\|112.55\|66590;2026-09-01\|117.35\|-2.69\|121.00\|121.50\|114.70\|51892;2026-09-02\|117.00\|-0.30\|115.69\|118.90\|114.31\|40548;2026-09-03\|140.40\|20.00\|120.12\|140.40\|119.22\|156219;2026-09-04\|131.00\|-6.70\|139.59\|141.51\|129.63\|138511;2026-09-07\|138.91\|6.04\|131.00\|139.77\|127.73\|142109;2026-09-08\|134.81\|-2.95\|138.96\|139.32\|132.51\|94960;2026-09-09\|129.86\|-3.67\|134.74\|136.28\|128.20\|78607;2026-09-10\|124.90\|-3.78\|127.22\|128.41\|124.27\|55144;2026-09-11\|120.01\|-3.92\|122.01\|122.86\|114.00\|66185;2026-09-14\|123.66\|3.04\|117.92\|125.00\|115.00\|53888;2026-09-15\|122.88\|-0.63\|122.73\|125.99\|121.00\|44229;2026-09-16\|126.69\|3.10\|124.00\|127.99\|121.59\|57708;2026-09-17\|123.43\|-2.57\|127.54\|128.36\|123.01\|53135;2026-09-18\|128.39\|4.02\|124.53\|129.88\|122.00\|74633;2026-09-21\|131.40\|2.34\|129.48\|133.00\|126.63\|79111;2026-09-22\|128.80\|-1.98\|135.00\|138.35\|128.26\|78511;2026-09-23\|129.09\|0.23\|131.37\|131.99\|127.00\|40787;2026-09-24\|124.31\|-3.70\|127.64\|127.79\|123.48\|38482;2026-09-28\|112.60\|-9.42\|124.99\|125.19\|110.71\|48717;2026-09-29\|112.75\|0.13\|111.34\|114.66\|110.03\|28657;2026-09-30\|108.41\|-3.85\|113.60\|114.50\|108.28\|35295;2026-10-08\|101.07\|-6.77\|108.46\|109.38\|100.22\|36932;2026-10-09\|97.10\|-3.93\|100.50\|100.63\|91.19\|51108;2026-10-12\|95.43\|-1.72\|97.51\|98.90\|94.68\|34074;2026-10-13\|95.91\|0.50\|93.13\|97.00\|88.85\|40110;2026-10-14\|91.90\|-4.18\|94.95\|96.13\|91.71\|31135;2026-10-15\|86.88\|-5.46\|87.02\|89.97\|86.00\|35364;2026-10-16\|87.51\|0.73\|90.90\|91.00\|86.83\|33071;2026-10-19\|84.84\|-3.05\|86.27\|87.21\|79.88\|42313;2026-10-20\|88.39\|4.18\|84.68\|90.15\|83.57\|36394;2026-10-21\|91.16\|3.13\|89.16\|95.18\|89.16\|43842;2026-10-22\|85.00\|-6.76\|91.16\|91.35\|85.00\|34166;2026-10-23\|87.74\|3.22\|83.00\|88.20\|77.22\|46052;2026-10-26\|85.16\|-2.94\|87.00\|88.36\|84.06\|28735;2026-10-27\|81.98\|-3.73\|86.04\|87.48\|81.17\|27102;2026-10-28\|84.72\|3.34\|83.83\|86.56\|82.52\|28532;2026-10-29\|79.42\|-6.26\|84.39\|84.69\|79.18\|36753;2026-10-30\|74.18\|-6.60\|77.84\|80.43\|73.33\|39345;2026-11-02\|77.59\|4.60\|76.01\|79.40\|72.88\|39620;2026-11-03\|72.22\|-6.92\|76.46\|76.62\|71.30\|37489;2026-11-04\|78.81\|9.12\|72.97\|79.39\|70.18\|50895;2026-11-05\|80.75\|2.46\|78.00\|82.62\|76.90\|36535;2026-11-06\|75.69\|-6.27\|74.74\|77.52\|72.60\|44475
126204	南亚向客户发出涨价函	黑磷+PCB概念+CSR增韧剂+一季报增长行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年5月21日投资者关系管理信息，公司控股子公司瑞丰玥能黑磷吨级中试装置调试工作已完成，并已小批量投料试验。黑磷是一种二维半导体材料，在新能源电池负极材料、半导体等领域有潜在应用价值。 2、据2026年5月21日及2026年2月24日投资者关系管理信息，公司CSR增韧剂等工程塑料助剂产品可用于覆铜板、PCB板等领域，正与国内部分客户进行技术对接及产品验证，已实现小批量出货。 3、据2026年4月15日公告，公司2026年一季度实现归母净利润2023.54万元，同比增长282.99%。	公司CSR增韧剂产于2025年取得突破，并实现小批量出货，主要用于汽车、覆铜板、风电、封装等领域环氧树脂等树脂材料或复合材料的增韧改性	2026-06-29\|22.24\|-2.28\|23.18\|24.18\|21.34\|533114;2026-06-30\|21.74\|-2.25\|21.70\|22.00\|21.02\|409365;2026-07-01\|22.56\|3.77\|21.62\|23.02\|20.93\|497937;2026-07-02\|20.69\|-8.29\|21.46\|21.95\|20.31\|338999;2026-07-03\|18.55\|-10.34\|20.40\|20.69\|18.50\|357161;2026-07-06\|18.71\|0.86\|18.37\|19.23\|17.56\|268423;2026-07-07\|17.13\|-8.44\|18.49\|18.88\|16.94\|239065;2026-07-08\|16.12\|-5.90\|17.35\|17.37\|16.06\|206822;2026-07-09\|16.11\|-0.06\|16.18\|16.45\|15.36\|198160;2026-07-10\|15.41\|-4.35\|16.11\|16.50\|15.40\|201806;2026-07-13\|14.43\|-6.36\|15.37\|15.79\|14.25\|187925;2026-07-14\|15.05\|4.30\|14.69\|15.22\|14.28\|162407;2026-07-15\|14.63\|-2.79\|15.10\|15.23\|14.50\|120491;2026-07-16\|13.92\|-4.85\|14.50\|14.70\|13.80\|128071;2026-07-17\|13.53\|-2.80\|14.14\|14.31\|13.38\|143301;2026-07-20\|12.45\|-7.98\|13.83\|13.95\|12.10\|176515;2026-07-21\|13.36\|7.31\|12.60\|13.36\|11.32\|194988;2026-07-22\|12.83\|-3.97\|13.26\|13.40\|12.76\|135618;2026-07-23\|13.28\|3.51\|12.88\|13.32\|12.79\|127848;2026-07-24\|13.18\|-0.75\|13.00\|13.42\|12.82\|113247;2026-07-27\|14.37\|9.03\|13.26\|14.45\|13.18\|237605;2026-07-28\|12.84\|-10.65\|13.95\|14.18\|12.75\|296571;2026-07-29\|13.24\|3.12\|13.06\|13.32\|12.57\|189081;2026-07-30\|12.30\|-7.10\|13.10\|13.11\|12.23\|168072;2026-07-31\|12.79\|3.98\|13.03\|13.48\|12.78\|189194;2026-08-03\|12.97\|1.41\|12.86\|13.00\|12.68\|106440;2026-08-04\|13.44\|3.62\|13.12\|13.55\|12.94\|136675;2026-08-05\|14.00\|4.17\|13.65\|14.10\|13.48\|150281;2026-08-06\|14.31\|2.21\|13.84\|14.40\|13.84\|165728;2026-08-07\|14.95\|4.47\|14.40\|15.22\|13.96\|229846;2026-08-10\|14.81\|-0.94\|14.93\|14.98\|14.52\|141009;2026-08-11\|14.64\|-1.15\|14.70\|14.89\|14.55\|117684;2026-08-12\|14.75\|0.75\|14.57\|14.82\|14.57\|89700;2026-08-13\|14.54\|-1.42\|14.76\|15.11\|14.53\|118077;2026-08-14\|16.88\|16.09\|14.95\|17.02\|14.77\|390712;2026-08-17\|16.80\|-0.47\|16.53\|16.87\|16.08\|262048;2026-08-18\|19.38\|15.36\|20.00\|20.16\|18.20\|826593;2026-08-19\|18.81\|-2.94\|19.31\|21.10\|18.56\|764956;2026-08-20\|17.00\|-9.62\|18.66\|19.08\|16.92\|502960;2026-08-21\|16.76\|-1.41\|16.80\|17.18\|16.43\|294955;2026-08-24\|15.98\|-4.65\|16.89\|16.97\|15.67\|245177;2026-08-25\|16.00\|0.13\|15.95\|16.20\|15.28\|211449;2026-08-26\|16.08\|0.50\|16.09\|16.28\|15.53\|200392;2026-08-27\|17.11\|6.41\|16.11\|17.89\|16.11\|339807;2026-08-28\|17.16\|0.29\|17.20\|17.98\|17.08\|257057;2026-08-31\|17.16\|0.00\|16.74\|17.52\|16.60\|271804;2026-09-01\|16.70\|-2.68\|17.23\|17.26\|16.66\|180935;2026-09-02\|16.33\|-2.22\|16.20\|16.70\|16.09\|144724;2026-09-03\|16.13\|-1.22\|16.45\|16.60\|16.04\|116094;2026-09-04\|15.36\|-4.77\|16.21\|16.42\|15.24\|162629;2026-09-07\|15.85\|3.19\|15.58\|15.99\|15.36\|143187;2026-09-08\|16.06\|1.32\|15.84\|16.35\|15.66\|132162;2026-09-09\|16.20\|0.87\|15.98\|16.52\|15.97\|129848;2026-09-10\|16.04\|-0.99\|16.03\|16.39\|15.83\|101993;2026-09-11\|15.72\|-2.00\|15.71\|15.94\|15.10\|129252;2026-09-14\|16.27\|3.50\|15.49\|16.45\|15.31\|132902;2026-09-15\|16.54\|1.66\|16.16\|17.13\|16.03\|183037;2026-09-16\|19.85\|20.01\|16.54\|19.85\|16.37\|555795;2026-09-17\|21.22\|6.90\|19.50\|22.43\|19.41\|762551;2026-09-18\|21.95\|3.44\|22.80\|22.83\|21.01\|544055;2026-09-21\|22.46\|2.32\|22.33\|22.62\|21.73\|375010;2026-09-22\|22.27\|-0.85\|22.70\|22.90\|22.19\|264432;2026-09-23\|24.57\|10.33\|22.59\|24.96\|22.33\|470008;2026-09-24\|23.14\|-5.82\|24.71\|24.80\|23.10\|297067;2026-09-28\|21.47\|-7.22\|23.27\|23.56\|21.36\|281150;2026-09-29\|21.93\|2.14\|21.47\|22.66\|21.02\|334661;2026-09-30\|20.38\|-7.07\|22.01\|22.11\|20.27\|279507;2026-10-08\|20.34\|-0.20\|20.78\|22.49\|20.24\|294961;2026-10-09\|18.85\|-7.33\|19.83\|20.00\|18.06\|294465;2026-10-12\|17.55\|-6.90\|18.48\|18.58\|17.54\|230647;2026-10-13\|18.27\|4.10\|16.82\|18.57\|16.71\|256230;2026-10-14\|18.61\|1.86\|18.13\|19.12\|18.10\|253632;2026-10-15\|17.78\|-4.46\|17.76\|19.20\|17.70\|262230;2026-10-16\|17.10\|-3.82\|18.19\|18.30\|16.95\|223414;2026-10-19\|17.51\|2.40\|17.10\|18.11\|16.21\|229679;2026-10-20\|17.77\|1.48\|17.38\|18.29\|17.06\|194023;2026-10-21\|19.19\|7.99\|17.91\|20.15\|17.62\|402175;2026-10-22\|18.22\|-5.05\|19.48\|20.70\|18.09\|418111;2026-10-23\|17.71\|-2.80\|17.76\|18.24\|16.10\|380602;2026-10-26\|16.45\|-7.11\|17.54\|17.60\|16.30\|244390;2026-10-27\|15.45\|-6.08\|16.68\|16.97\|15.45\|187951;2026-10-28\|16.06\|3.95\|15.67\|16.23\|15.28\|201368;2026-10-29\|14.84\|-7.60\|15.75\|15.89\|14.81\|179018;2026-10-30\|13.52\|-8.89\|13.99\|14.95\|13.27\|271264;2026-11-02\|14.00\|3.55\|13.53\|14.20\|13.32\|205878;2026-11-03\|13.19\|-5.79\|13.74\|14.05\|13.08\|177247;2026-11-04\|14.26\|8.11\|13.13\|14.31\|12.61\|284969;2026-11-05\|14.78\|3.65\|14.03\|14.80\|13.86\|281138;2026-11-06\|14.21\|-3.86\|13.60\|14.53\|13.60\|191568
126203		算力+车载LNG供气系统+氢能 1、据2026年5月20日投资者关系活动记录表，公司紧跟国家“十五五”深入推进数字中国建设战略导向和吉林省建设“加快智能算力基础设施建设”“长春都市圈算力集群”“人工智能”产业发展的政策导向，积极拓展新的产业方向。 2、据2025年年报，公司是国内车载LNG供气系统制造领军企业，自2018年起市场份额稳居国内领先地位。 3、据2026年5月19日互动易，公司并未终止氢能源业务，已具有高压气态储氢缠绕气瓶及低温液态储氢气瓶等研发技术储备，已建成生产线具备年产1万只储氢气瓶的生产能力。	国内重型卡车、工程车等商用车LNG供气系统的生产商；参股江苏申氢宸30%股权，该公司主营氢燃料电池阳极端喷氢器单元等核心部件，客户涵盖捷氢能源等企业，产品逐步进入量产阶段	2026-06-29\|35.88\|-2.71\|38.28\|38.50\|35.25\|50063;2026-06-30\|38.50\|7.30\|35.68\|38.85\|34.78\|52643;2026-07-01\|40.07\|4.08\|38.56\|40.42\|37.91\|63145;2026-07-02\|41.39\|3.29\|39.28\|43.23\|39.05\|59181;2026-07-03\|49.67\|20.00\|43.10\|49.67\|41.78\|80407;2026-07-06\|49.35\|-0.64\|48.79\|51.78\|46.77\|101105;2026-07-07\|56.47\|14.43\|49.86\|58.00\|49.86\|115692;2026-07-08\|49.77\|-11.86\|54.28\|57.00\|49.50\|115319;2026-07-09\|46.88\|-5.81\|49.28\|49.42\|44.46\|123109;2026-07-10\|46.10\|-1.66\|46.64\|48.80\|45.60\|71334;2026-07-13\|42.74\|-7.29\|46.10\|47.44\|42.60\|71220;2026-07-14\|43.58\|1.97\|43.55\|44.08\|41.90\|51400;2026-07-15\|41.89\|-3.88\|43.58\|44.50\|41.13\|48045;2026-07-16\|40.86\|-2.46\|41.44\|43.34\|39.91\|53999;2026-07-17\|35.55\|-13.00\|40.85\|41.00\|35.20\|60558;2026-07-20\|31.51\|-11.36\|36.62\|37.39\|28.44\|77706;2026-07-21\|34.61\|9.84\|31.69\|34.61\|28.63\|81661;2026-07-22\|34.90\|0.84\|34.58\|35.97\|33.52\|63805;2026-07-23\|34.68\|-0.63\|34.99\|35.74\|34.22\|37001;2026-07-24\|33.89\|-2.28\|34.44\|35.12\|33.64\|32945;2026-07-27\|34.30\|1.21\|34.22\|34.34\|32.68\|29229;2026-07-28\|31.67\|-7.67\|34.16\|36.50\|31.47\|52297;2026-07-29\|29.35\|-7.33\|32.24\|32.30\|28.82\|56151;2026-07-30\|27.16\|-7.46\|29.88\|29.92\|26.42\|60503;2026-07-31\|28.07\|3.35\|28.52\|30.48\|28.00\|50785;2026-08-03\|28.08\|0.04\|27.92\|28.50\|26.71\|42900;2026-08-04\|28.80\|2.56\|28.08\|29.63\|27.78\|38785;2026-08-05\|30.04\|4.31\|28.60\|30.66\|28.56\|39630;2026-08-06\|31.51\|4.89\|30.00\|32.00\|29.48\|49121;2026-08-07\|33.70\|6.95\|31.52\|34.60\|31.16\|62279;2026-08-10\|33.97\|0.80\|33.80\|36.00\|32.81\|57070;2026-08-11\|34.40\|1.27\|33.79\|35.22\|33.09\|45079;2026-08-12\|35.52\|3.26\|34.88\|35.77\|34.10\|35835;2026-08-13\|35.55\|0.08\|35.35\|36.83\|35.35\|41990;2026-08-14\|42.05\|18.28\|35.57\|42.66\|35.46\|140942;2026-08-17\|41.80\|-0.59\|41.29\|42.10\|40.50\|94712;2026-08-18\|41.20\|-1.44\|42.05\|43.65\|40.35\|56280;2026-08-19\|39.90\|-3.16\|40.21\|42.30\|38.91\|64385;2026-08-20\|39.13\|-1.93\|40.33\|40.84\|38.75\|48949;2026-08-21\|39.55\|1.07\|39.80\|39.90\|38.02\|41799;2026-08-24\|38.11\|-3.64\|39.44\|39.87\|37.05\|44693;2026-08-25\|38.60\|1.29\|37.60\|38.97\|36.00\|53175;2026-08-26\|38.29\|-0.80\|38.61\|39.35\|37.71\|29894;2026-08-27\|38.38\|0.23\|38.29\|39.50\|37.80\|39023;2026-08-28\|37.71\|-1.75\|39.11\|42.65\|37.50\|65714;2026-08-31\|38.80\|2.89\|37.20\|39.03\|36.80\|35870;2026-09-01\|37.70\|-2.84\|39.00\|39.00\|37.48\|27971;2026-09-02\|36.15\|-4.11\|37.32\|37.59\|36.12\|32355;2026-09-03\|36.97\|2.27\|36.23\|37.26\|35.62\|28560;2026-09-04\|36.25\|-1.95\|37.09\|37.99\|35.75\|21580;2026-09-07\|36.21\|-0.11\|36.49\|37.16\|36.14\|18430;2026-09-08\|35.55\|-1.82\|36.20\|36.65\|35.33\|22980;2026-09-09\|36.45\|2.53\|35.45\|37.56\|35.45\|27042;2026-09-10\|36.45\|0.00\|37.19\|37.35\|35.50\|24910;2026-09-11\|36.05\|-1.10\|36.00\|36.58\|34.31\|27661;2026-09-14\|37.15\|3.05\|35.98\|37.30\|35.50\|24883;2026-09-15\|36.78\|-1.00\|37.15\|38.16\|36.60\|24524;2026-09-16\|37.31\|1.44\|37.01\|37.59\|36.36\|18919;2026-09-17\|37.65\|0.91\|37.31\|38.19\|36.80\|18715;2026-09-18\|38.35\|1.86\|37.65\|38.68\|37.48\|25675;2026-09-21\|39.54\|3.10\|38.35\|39.70\|38.35\|29526;2026-09-22\|40.64\|2.78\|39.59\|40.80\|39.57\|32832;2026-09-23\|37.97\|-6.57\|40.39\|40.99\|37.51\|53048;2026-09-24\|37.73\|-0.63\|37.97\|39.56\|37.11\|34217;2026-09-28\|34.89\|-7.53\|37.94\|37.94\|34.44\|32967;2026-09-29\|34.79\|-0.29\|34.89\|35.59\|34.23\|16818;2026-09-30\|34.91\|0.34\|34.98\|35.49\|34.58\|12670;2026-10-08\|33.44\|-4.21\|34.60\|34.70\|33.09\|17702;2026-10-09\|32.84\|-1.79\|33.44\|33.63\|31.01\|21273;2026-10-12\|31.81\|-3.14\|32.72\|33.84\|31.39\|16453;2026-10-13\|31.96\|0.47\|31.68\|32.31\|29.80\|22010;2026-10-14\|31.84\|-0.38\|32.32\|32.50\|31.57\|12984;2026-10-15\|30.62\|-3.83\|30.68\|31.80\|30.11\|15294;2026-10-16\|30.83\|0.69\|31.23\|32.29\|30.62\|19161;2026-10-19\|30.70\|-0.42\|30.58\|31.00\|29.03\|22369;2026-10-20\|31.18\|1.56\|32.22\|32.22\|30.15\|15414;2026-10-21\|30.57\|-1.96\|31.42\|31.88\|30.50\|11707;2026-10-22\|29.57\|-3.27\|30.50\|30.82\|29.51\|11096;2026-10-23\|29.89\|1.08\|29.00\|29.92\|26.96\|20849;2026-10-26\|29.00\|-2.98\|30.00\|30.00\|28.93\|12564;2026-10-27\|28.26\|-2.55\|29.19\|29.64\|28.26\|10767;2026-10-28\|28.92\|2.34\|28.67\|29.24\|28.45\|14755;2026-10-29\|28.43\|-1.69\|28.92\|29.33\|28.35\|17550;2026-10-30\|27.12\|-4.61\|28.07\|29.04\|27.06\|14582;2026-11-02\|28.22\|4.06\|27.60\|28.68\|26.36\|21530;2026-11-03\|26.31\|-6.77\|27.97\|28.27\|26.04\|19816;2026-11-04\|26.96\|2.47\|26.33\|27.13\|24.99\|31109;2026-11-05\|28.32\|5.04\|26.68\|29.47\|26.47\|31299;2026-11-06\|28.11\|-0.74\|26.63\|28.55\|26.63\|21601

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