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
111734	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-03-05\|19.46\|-0.26\|19.96\|20.40\|19.23\|58685;2026-03-06\|19.62\|0.82\|19.44\|19.97\|19.22\|49294;2026-03-09\|19.52\|-0.51\|19.38\|19.65\|18.80\|64221;2026-03-10\|19.76\|1.23\|19.63\|19.98\|19.47\|48139;2026-03-11\|19.44\|-1.62\|19.82\|20.28\|19.40\|47891;2026-03-12\|19.08\|-1.85\|19.37\|19.54\|18.98\|38442;2026-03-13\|18.91\|-0.89\|19.00\|19.25\|18.78\|38112;2026-03-16\|18.55\|-1.90\|18.75\|18.88\|17.92\|86502;2026-03-17\|18.15\|-2.16\|18.55\|18.66\|18.08\|67288;2026-03-18\|18.31\|0.88\|18.20\|18.32\|18.05\|39804;2026-03-19\|17.35\|-5.24\|18.00\|18.12\|17.29\|55865;2026-03-20\|16.99\|-2.07\|17.51\|17.60\|16.98\|50961;2026-03-23\|15.29\|-10.01\|16.50\|16.55\|15.29\|114678;2026-03-24\|15.73\|2.88\|15.59\|15.77\|15.19\|91596;2026-03-25\|16.23\|3.18\|16.30\|16.70\|15.90\|84938;2026-03-26\|15.75\|-2.96\|16.09\|16.37\|15.66\|48278;2026-03-27\|15.90\|0.95\|15.55\|16.04\|15.26\|42573;2026-03-30\|16.38\|3.02\|15.80\|16.39\|15.63\|64964;2026-03-31\|16.00\|-2.32\|16.40\|16.56\|15.95\|51169;2026-04-01\|16.37\|2.31\|16.36\|16.56\|16.25\|46863;2026-04-02\|16.06\|-1.89\|16.27\|16.44\|15.90\|39902;2026-04-03\|15.80\|-1.62\|16.10\|16.27\|15.77\|32501;2026-04-07\|16.55\|4.75\|15.75\|16.78\|15.75\|57013;2026-04-08\|17.52\|5.86\|17.30\|17.56\|17.08\|60407;2026-04-09\|17.68\|0.91\|17.30\|17.87\|17.16\|59687;2026-04-10\|18.42\|4.19\|18.19\|18.99\|18.05\|88575;2026-04-13\|19.28\|4.67\|18.31\|19.40\|18.09\|113953;2026-04-14\|19.06\|-1.14\|20.40\|20.50\|18.92\|288361;2026-04-15\|20.36\|6.82\|19.78\|20.97\|19.63\|377993;2026-04-16\|21.52\|5.70\|20.16\|21.66\|19.90\|341269;2026-04-17\|21.11\|-1.91\|21.40\|21.60\|20.55\|213203;2026-04-20\|20.76\|-1.66\|20.72\|21.20\|20.51\|154432;2026-04-21\|21.91\|5.54\|20.41\|22.50\|20.41\|215553;2026-04-22\|22.02\|0.50\|21.88\|22.40\|21.69\|121073;2026-04-23\|21.51\|-2.32\|22.00\|22.08\|21.33\|101700;2026-04-24\|20.90\|-2.84\|21.28\|21.35\|20.71\|89159;2026-04-27\|21.52\|2.97\|20.90\|21.96\|20.90\|164185;2026-04-28\|21.98\|2.14\|21.50\|22.68\|21.30\|200347;2026-04-29\|22.42\|2.00\|21.98\|22.85\|21.70\|144332;2026-04-30\|22.07\|-1.56\|22.40\|22.54\|21.83\|101658;2026-05-06\|22.85\|3.53\|22.42\|23.13\|22.30\|145520;2026-05-07\|25.14\|10.02\|23.45\|25.14\|23.38\|126044;2026-05-08\|27.65\|9.98\|26.19\|27.65\|25.68\|113905;2026-05-11\|30.42\|10.02\|30.33\|30.42\|27.81\|415362;2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.60\|-4.47\|59.94\|60.50\|54.28\|189600
111733	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB+AI算力扩产+光模块行业原因： 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、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-03-05\|54.94\|4.33\|54.00\|55.40\|53.30\|264001;2026-03-06\|53.20\|-3.17\|54.22\|54.61\|53.10\|213803;2026-03-09\|50.37\|-5.32\|50.97\|50.97\|48.38\|293122;2026-03-10\|52.50\|4.23\|51.46\|52.77\|51.26\|208901;2026-03-11\|53.12\|1.18\|52.80\|53.82\|52.50\|208659;2026-03-12\|52.33\|-1.49\|52.53\|53.85\|51.82\|178207;2026-03-13\|51.13\|-2.29\|50.84\|52.33\|49.98\|359019;2026-03-16\|53.85\|5.32\|50.89\|54.89\|50.36\|395259;2026-03-17\|51.50\|-4.36\|54.50\|54.97\|51.48\|292440;2026-03-18\|54.90\|6.60\|52.71\|55.47\|51.81\|486471;2026-03-19\|53.25\|-3.01\|53.50\|54.54\|52.90\|281191;2026-03-20\|52.03\|-2.29\|53.80\|54.64\|52.00\|298326;2026-03-23\|49.13\|-5.57\|50.66\|51.19\|49.00\|252558;2026-03-24\|49.99\|1.75\|50.00\|50.20\|48.13\|179486;2026-03-25\|51.37\|2.76\|50.50\|52.17\|50.16\|225592;2026-03-26\|50.45\|-1.79\|51.00\|52.39\|50.20\|183349;2026-03-27\|50.18\|-0.54\|49.50\|51.30\|48.76\|186479;2026-03-30\|50.65\|0.94\|48.71\|50.81\|48.00\|245703;2026-03-31\|52.17\|3.00\|50.65\|54.56\|49.87\|430367;2026-04-01\|53.61\|2.76\|54.25\|54.35\|53.04\|302065;2026-04-02\|50.95\|-4.96\|53.58\|53.98\|50.62\|260672;2026-04-03\|50.87\|-0.16\|51.52\|52.59\|50.70\|211690;2026-04-07\|50.93\|0.12\|51.50\|52.28\|50.01\|181919;2026-04-08\|54.67\|7.34\|52.39\|54.79\|52.36\|381904;2026-04-09\|55.60\|1.70\|53.80\|55.99\|53.60\|353290;2026-04-10\|56.30\|1.26\|56.01\|57.39\|55.06\|354266;2026-04-13\|57.90\|2.84\|56.15\|58.21\|55.64\|387980;2026-04-14\|60.33\|4.20\|59.05\|61.97\|59.01\|516779;2026-04-15\|59.42\|-1.51\|60.55\|61.99\|59.14\|423852;2026-04-16\|61.00\|2.66\|59.40\|62.53\|59.18\|391483;2026-04-17\|62.12\|1.84\|60.95\|62.18\|60.24\|392260;2026-04-20\|65.87\|6.04\|62.00\|66.95\|61.50\|519865;2026-04-21\|69.25\|5.13\|65.87\|70.80\|65.07\|465806;2026-04-22\|76.18\|10.01\|69.28\|76.18\|69.25\|485982;2026-04-23\|75.42\|-1.00\|77.43\|78.66\|74.55\|678748;2026-04-24\|71.59\|-5.08\|74.89\|76.21\|70.20\|519999;2026-04-27\|77.18\|7.81\|72.73\|77.73\|72.00\|525925;2026-04-28\|74.62\|-3.32\|77.49\|78.01\|73.77\|324332;2026-04-29\|72.82\|-2.41\|73.47\|75.13\|72.33\|312841;2026-04-30\|72.05\|-1.06\|72.82\|74.28\|71.54\|368791;2026-05-06\|75.13\|4.27\|73.00\|75.45\|71.68\|530975;2026-05-07\|75.83\|0.93\|75.33\|76.95\|73.10\|377916;2026-05-08\|75.54\|-0.38\|74.79\|77.22\|74.12\|340159;2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.07\|-2.06\|105.24\|106.18\|100.14\|421122
111732	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB概念+磷系阻燃剂+泰国基地投产行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月15日互动易，随着汽车电子、数据中心等领域需求扩张，带动覆铜板行业需求向好，利好覆铜板配套阻燃剂产品市场需求，公司覆铜板阻燃剂业务目前处于发展初期；据2026年3月24日年报，公司覆铜板阻燃剂已实现投产。 2、据2026年4月1日业绩说明会，公司是全球磷系阻燃剂龙头企业，深耕该领域近30年，将通过优化BDP等产品工艺、拓展覆铜板及5G通信等新兴应用领域巩固市场地位。 3、据2026年4月1日机构调研，公司泰国基地年产3.2万吨磷酸酯阻燃剂项目已进入设备安装阶段，计划2026年上半年试生产；据2026年4月30日公告，2026年一季度营收9.80亿元，同比增长26.35%。	磷系阻燃剂全球龙头，新型尼龙阻燃剂、覆铜板阻燃剂、PCB光刻胶用树脂等多款新产品已在不同生产基地顺利投产	2026-03-05\|11.66\|0.26\|11.82\|11.92\|11.56\|82223;2026-03-06\|11.93\|2.32\|11.65\|12.04\|11.59\|91398;2026-03-09\|11.70\|-1.93\|11.70\|11.88\|11.44\|82443;2026-03-10\|11.86\|1.37\|11.70\|11.89\|11.67\|66041;2026-03-11\|12.05\|1.60\|11.87\|12.12\|11.82\|81798;2026-03-12\|11.87\|-1.49\|12.00\|12.20\|11.86\|86902;2026-03-13\|12.15\|2.36\|11.94\|12.52\|11.86\|148208;2026-03-16\|12.07\|-0.66\|12.22\|12.52\|11.96\|105772;2026-03-17\|11.69\|-3.15\|11.98\|12.24\|11.65\|132757;2026-03-18\|11.83\|1.20\|11.65\|11.86\|11.45\|85929;2026-03-19\|11.32\|-4.31\|11.75\|11.80\|11.27\|86904;2026-03-20\|11.17\|-1.33\|11.32\|11.82\|11.05\|93042;2026-03-23\|10.49\|-6.09\|10.92\|11.25\|10.46\|96927;2026-03-24\|10.32\|-1.62\|10.78\|10.78\|9.98\|145423;2026-03-25\|10.43\|1.07\|10.34\|10.79\|10.12\|109020;2026-03-26\|10.50\|0.67\|10.43\|10.64\|10.32\|67187;2026-03-27\|10.90\|3.81\|10.35\|10.93\|10.33\|97022;2026-03-30\|10.92\|0.18\|10.84\|11.08\|10.71\|61327;2026-03-31\|10.97\|0.46\|11.02\|11.06\|10.83\|61714;2026-04-01\|11.68\|6.47\|11.00\|11.95\|10.99\|160271;2026-04-02\|11.61\|-0.60\|11.79\|11.81\|11.48\|86567;2026-04-03\|11.49\|-1.03\|11.61\|11.69\|11.46\|67702;2026-04-07\|11.66\|1.48\|11.58\|11.90\|11.41\|79742;2026-04-08\|11.81\|1.29\|11.72\|11.88\|11.55\|85939;2026-04-09\|12.43\|5.25\|11.79\|12.60\|11.70\|266288;2026-04-10\|12.55\|0.97\|12.36\|12.59\|12.13\|226096;2026-04-13\|12.53\|-0.16\|12.48\|12.57\|12.08\|132993;2026-04-14\|12.61\|0.64\|12.60\|12.79\|12.52\|142830;2026-04-15\|12.47\|-1.11\|12.62\|12.64\|12.40\|109491;2026-04-16\|12.42\|-0.40\|12.48\|12.50\|12.25\|145356;2026-04-17\|12.86\|3.54\|12.69\|12.88\|12.38\|183893;2026-04-20\|12.91\|0.39\|12.88\|13.26\|12.57\|154100;2026-04-21\|13.22\|2.40\|12.91\|13.29\|12.74\|176960;2026-04-22\|13.21\|-0.08\|13.22\|13.42\|13.11\|107736;2026-04-23\|12.81\|-3.03\|13.12\|13.39\|12.71\|128143;2026-04-24\|12.79\|-0.16\|12.81\|12.93\|12.67\|84957;2026-04-27\|13.01\|1.72\|12.70\|13.13\|12.65\|91718;2026-04-28\|13.03\|0.15\|13.02\|13.17\|12.81\|82421;2026-04-29\|13.32\|2.23\|13.10\|13.50\|12.82\|144331;2026-04-30\|13.02\|-2.25\|13.30\|13.35\|12.82\|240410;2026-05-06\|13.04\|0.15\|13.34\|13.34\|12.75\|117449;2026-05-07\|13.83\|6.06\|13.00\|13.98\|13.00\|175129;2026-05-08\|15.00\|8.46\|13.83\|15.21\|13.63\|331293;2026-05-11\|15.89\|5.93\|15.00\|15.98\|15.00\|405628;2026-05-12\|15.17\|-4.53\|15.92\|15.96\|15.00\|294584;2026-05-13\|14.90\|-1.78\|15.14\|15.17\|14.68\|143933;2026-05-14\|14.95\|0.34\|14.90\|15.41\|14.80\|136985;2026-05-15\|14.55\|-2.68\|15.00\|15.18\|14.39\|124823;2026-05-18\|14.40\|-1.03\|14.51\|14.90\|14.30\|108095;2026-05-19\|14.55\|1.04\|14.41\|14.60\|14.04\|92845;2026-05-20\|13.86\|-4.74\|14.46\|14.52\|13.75\|123809;2026-05-21\|13.29\|-4.11\|13.70\|13.98\|13.25\|128407;2026-05-22\|13.62\|2.48\|13.39\|13.77\|13.22\|65246;2026-05-25\|14.98\|9.99\|13.72\|14.98\|13.62\|172756;2026-05-26\|15.92\|6.28\|15.21\|16.48\|15.00\|430695;2026-05-27\|15.43\|-3.08\|15.93\|16.15\|15.38\|251433;2026-05-28\|15.37\|-0.39\|15.45\|15.91\|15.18\|160575;2026-05-29\|14.82\|-3.58\|15.38\|15.41\|14.60\|143156;2026-06-01\|14.57\|-1.69\|14.63\|14.85\|14.38\|112209;2026-06-02\|14.49\|-0.55\|14.57\|15.05\|14.05\|134739;2026-06-03\|14.32\|-1.10\|14.66\|14.80\|14.13\|123038;2026-06-04\|13.87\|-3.14\|14.09\|14.22\|13.73\|99772;2026-06-05\|13.99\|0.87\|14.13\|14.50\|13.52\|138124;2026-06-08\|13.70\|-2.07\|13.88\|15.04\|13.59\|261459;2026-06-09\|13.85\|1.09\|14.16\|14.16\|13.29\|151516;2026-06-10\|13.44\|-2.96\|13.84\|14.07\|13.40\|167181;2026-06-11\|14.01\|4.24\|13.30\|14.35\|13.11\|209614;2026-06-12\|13.23\|-5.57\|13.94\|14.35\|13.18\|163820;2026-06-15\|14.00\|5.82\|13.46\|14.13\|13.43\|158776;2026-06-16\|14.37\|2.64\|14.06\|14.88\|13.87\|146584;2026-06-17\|14.24\|-0.90\|14.25\|14.58\|14.14\|140624;2026-06-18\|13.73\|-3.58\|14.17\|14.19\|13.67\|124150;2026-06-22\|13.81\|0.58\|13.95\|14.04\|13.33\|156865;2026-06-23\|14.51\|5.07\|13.77\|14.80\|13.71\|179434;2026-06-24\|14.12\|-2.69\|14.41\|14.85\|13.93\|139352;2026-06-25\|15.53\|9.99\|14.09\|15.53\|13.71\|260239;2026-06-26\|16.61\|6.95\|15.79\|16.99\|15.55\|538352;2026-06-29\|17.59\|5.90\|16.44\|18.27\|16.44\|475728;2026-06-30\|18.12\|3.01\|17.30\|18.25\|16.82\|410697;2026-07-01\|18.50\|2.10\|17.94\|18.73\|17.48\|309880;2026-07-02\|17.82\|-3.68\|17.86\|18.64\|17.78\|223825;2026-07-03\|16.88\|-5.28\|17.82\|17.91\|16.87\|250550;2026-07-06\|16.24\|-3.79\|16.89\|16.95\|16.15\|213050;2026-07-07\|15.88\|-2.22\|15.92\|16.68\|15.74\|135630;2026-07-08\|15.33\|-3.46\|15.97\|16.22\|14.85\|149844;2026-07-09\|15.62\|1.89\|15.61\|15.70\|14.97\|109884;2026-07-10\|15.09\|-3.39\|16.35\|17.18\|15.05\|349617;2026-07-13\|14.61\|-3.18\|14.80\|16.00\|14.55\|232159;2026-07-14\|14.29\|-2.19\|14.46\|14.84\|13.77\|176360;2026-07-15\|13.01\|-8.96\|13.89\|14.53\|12.89\|240078
111731	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-03-05\|13.14\|0.77\|13.34\|13.46\|13.03\|334956;2026-03-06\|13.78\|4.87\|13.08\|14.11\|12.91\|608883;2026-03-09\|13.41\|-2.69\|13.47\|13.53\|12.93\|450858;2026-03-10\|14.02\|4.55\|13.58\|14.16\|13.51\|556748;2026-03-11\|15.42\|9.99\|14.36\|15.42\|14.36\|824478;2026-03-12\|15.60\|1.17\|15.34\|16.29\|15.04\|1442539;2026-03-13\|15.43\|-1.09\|15.30\|15.87\|15.11\|737921;2026-03-16\|15.41\|-0.13\|15.43\|15.69\|15.15\|641158;2026-03-17\|14.56\|-5.52\|15.71\|15.74\|14.54\|695084;2026-03-18\|14.73\|1.17\|14.37\|14.83\|14.22\|563782;2026-03-19\|14.14\|-4.01\|14.25\|14.53\|14.03\|381226;2026-03-20\|13.48\|-4.67\|14.26\|14.56\|13.48\|424830;2026-03-23\|12.43\|-7.79\|12.90\|13.44\|12.22\|575432;2026-03-24\|12.99\|4.51\|12.73\|13.07\|12.26\|454142;2026-03-25\|13.70\|5.47\|13.05\|14.08\|13.05\|462919;2026-03-26\|13.49\|-1.53\|13.67\|14.02\|13.37\|328931;2026-03-27\|13.33\|-1.19\|13.17\|13.62\|12.90\|330411;2026-03-30\|13.28\|-0.38\|13.19\|13.35\|12.87\|252237;2026-03-31\|12.67\|-4.59\|13.11\|13.35\|12.58\|334411;2026-04-01\|13.28\|4.81\|13.01\|13.68\|13.01\|350790;2026-04-02\|12.68\|-4.52\|13.20\|13.25\|12.57\|272901;2026-04-03\|12.61\|-0.55\|12.75\|12.92\|12.47\|259544;2026-04-07\|12.64\|0.24\|12.62\|12.95\|12.52\|209653;2026-04-08\|13.63\|7.83\|13.05\|13.66\|12.96\|374328;2026-04-09\|13.96\|2.42\|13.45\|14.03\|13.42\|443201;2026-04-10\|13.85\|-0.79\|14.08\|14.20\|13.81\|342189;2026-04-13\|14.19\|2.45\|13.69\|14.30\|13.61\|368869;2026-04-14\|14.26\|0.49\|14.33\|14.46\|14.10\|401734;2026-04-15\|14.24\|-0.14\|14.32\|14.50\|14.12\|340310;2026-04-16\|14.33\|0.63\|14.20\|14.48\|14.01\|272857;2026-04-17\|14.63\|2.09\|14.31\|14.74\|14.26\|354070;2026-04-20\|14.99\|2.46\|14.72\|15.04\|14.51\|465362;2026-04-21\|15.69\|4.67\|14.80\|15.80\|14.74\|650311;2026-04-22\|16.51\|5.23\|15.53\|16.70\|15.51\|685355;2026-04-23\|16.04\|-2.85\|16.48\|16.88\|15.92\|600870;2026-04-24\|16.10\|0.37\|15.81\|16.66\|15.55\|587263;2026-04-27\|15.92\|-1.12\|16.10\|16.36\|15.65\|426944;2026-04-28\|15.54\|-2.39\|14.96\|16.11\|14.93\|702908;2026-04-29\|15.80\|1.67\|15.51\|16.11\|15.00\|387295;2026-04-30\|15.50\|-1.90\|15.91\|15.97\|15.32\|328016;2026-05-06\|17.05\|10.00\|16.38\|17.05\|16.28\|121770;2026-05-07\|17.99\|5.51\|18.76\|18.76\|17.47\|1090850;2026-05-08\|18.38\|2.17\|17.96\|18.54\|17.30\|761956;2026-05-11\|20.22\|10.01\|19.00\|20.22\|18.49\|1171315;2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.64\|-6.09\|18.07\|18.38\|16.58\|325992
111730	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，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、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-03-05\|72.34\|-2.48\|75.76\|75.76\|71.30\|237845;2026-03-06\|69.22\|-4.31\|72.73\|73.00\|69.00\|231256;2026-03-09\|68.80\|-0.61\|67.99\|69.08\|65.01\|218344;2026-03-10\|73.43\|6.73\|70.30\|75.00\|69.00\|393119;2026-03-11\|73.06\|-0.50\|73.55\|75.98\|72.00\|299613;2026-03-12\|72.58\|-0.66\|71.99\|75.60\|71.16\|242521;2026-03-13\|70.58\|-2.76\|71.18\|73.60\|69.15\|180092;2026-03-16\|71.41\|1.18\|72.00\|72.30\|68.30\|166805;2026-03-17\|66.00\|-7.58\|72.95\|73.80\|65.77\|202924;2026-03-18\|69.30\|5.00\|67.18\|69.78\|65.85\|199113;2026-03-19\|66.10\|-4.62\|67.80\|68.50\|66.03\|118507;2026-03-20\|64.10\|-3.03\|67.36\|68.78\|64.10\|143036;2026-03-23\|60.77\|-5.20\|62.70\|64.00\|60.48\|155588;2026-03-24\|63.73\|4.87\|62.00\|64.11\|59.68\|155457;2026-03-25\|66.42\|4.22\|66.68\|68.73\|65.81\|164718;2026-03-26\|66.24\|-0.27\|65.50\|68.91\|65.13\|153704;2026-03-27\|65.58\|-1.00\|64.56\|66.88\|63.90\|116134;2026-03-30\|72.14\|10.00\|65.40\|72.14\|64.54\|287144;2026-03-31\|70.05\|-2.90\|71.60\|73.00\|69.08\|280408;2026-04-01\|72.93\|4.11\|75.24\|77.06\|70.50\|389460;2026-04-02\|68.36\|-6.27\|70.51\|70.51\|67.03\|251965;2026-04-03\|68.00\|-0.53\|68.36\|70.99\|67.06\|206215;2026-04-07\|69.00\|1.47\|67.97\|71.39\|67.88\|174396;2026-04-08\|74.17\|7.49\|71.98\|74.38\|69.80\|273386;2026-04-09\|76.20\|2.74\|72.50\|77.18\|72.15\|231438;2026-04-10\|81.18\|6.54\|77.20\|83.82\|75.27\|340850;2026-04-13\|89.30\|10.00\|81.18\|89.30\|80.94\|182436;2026-04-14\|98.00\|9.74\|95.00\|98.23\|94.00\|352806;2026-04-15\|102.07\|4.15\|98.27\|107.80\|98.26\|488342;2026-04-16\|101.50\|-0.56\|102.00\|104.99\|98.88\|321930;2026-04-17\|105.30\|3.74\|97.69\|109.57\|97.69\|333423;2026-04-20\|103.96\|-1.27\|103.00\|108.86\|102.02\|314331;2026-04-21\|106.42\|2.37\|105.00\|108.00\|102.86\|248906;2026-04-22\|107.35\|0.87\|106.60\|109.90\|101.00\|247874;2026-04-23\|105.89\|-1.36\|112.00\|113.56\|104.90\|277569;2026-04-24\|107.00\|1.05\|103.72\|110.00\|103.57\|253884;2026-04-27\|106.41\|-0.55\|108.54\|111.77\|105.55\|221873;2026-04-28\|109.65\|3.04\|107.00\|113.42\|104.20\|262285;2026-04-29\|120.62\|10.00\|108.52\|120.62\|108.52\|156402;2026-04-30\|119.10\|-1.26\|125.00\|125.50\|111.16\|375010;2026-05-06\|131.01\|10.00\|122.50\|131.01\|122.26\|131119;2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.36\|-7.61\|206.00\|209.83\|190.02\|139231
111729		AI漫剧+城市更新+扭亏为盈行业原因：据人民财讯，国家统计局副局长毛盛勇4月16日在国新办新闻发布会上表示，截至今年3月，日均词元（Token）调用量突破140万亿，比上年末增长超40%。人工智能发展赋能千行百业，带动相关领域快速增长。公司原因： 1、据2025年12月5日公告，公司通过全资子公司德才科创集团有限公司与福州奇想宇宙科技有限公司共同设立福建奇想无限网络有限公司，注册资本1000万元，公司持股51%，其作为漫剧制作及AIGC智能体解决方案团队，受邀参加火山引擎大模型游戏+漫剧AI工坊。 2、据2025年11月10日投资者关系活动记录表，2025年前三季度公司“城市更新”“城市配套”类项目新签29.45亿元，占同期新签总额的83.30%，重点推进城中村改造、保障性住房等“三大工程”。 3、据2026年1月27日公告，公司预计2025年归母净利润5100–6100万元，同比扭亏为盈，主因聚焦“城市更新”“城市配套”核心业务，订单结构优化、毛利率提升。	1、公司主营业务涵盖内装装饰工程、建筑幕墙工程、智能化工程、古建筑工程等； 2、控股孙公司奇想无限作为漫剧制作以及提出AIGC领域智能体一站式解决方案的团队，受邀参与火山引擎大模型游戏+漫剧 AI 工坊”广州企业沙龙。	2026-03-05\|44.43\|-2.54\|46.41\|47.46\|44.11\|150072;2026-03-06\|44.20\|-0.52\|44.40\|45.14\|43.00\|88565;2026-03-09\|46.85\|6.00\|43.33\|47.44\|43.22\|84169;2026-03-10\|51.54\|10.01\|47.17\|51.54\|47.09\|42661;2026-03-11\|50.73\|-1.57\|53.80\|55.36\|50.69\|105225;2026-03-12\|49.41\|-2.60\|50.76\|51.17\|48.00\|54692;2026-03-13\|47.15\|-4.57\|48.88\|49.62\|47.02\|42342;2026-03-16\|46.05\|-2.33\|47.43\|47.58\|44.80\|44057;2026-03-17\|44.29\|-3.82\|45.90\|46.03\|44.06\|32532;2026-03-18\|45.88\|3.59\|44.25\|45.89\|43.72\|38538;2026-03-19\|45.40\|-1.05\|44.80\|46.80\|44.30\|42451;2026-03-20\|42.93\|-5.44\|45.40\|46.36\|42.50\|46699;2026-03-23\|38.64\|-9.99\|42.65\|42.65\|38.64\|75098;2026-03-24\|40.19\|4.01\|39.79\|40.25\|38.41\|66352;2026-03-25\|41.44\|3.11\|40.96\|42.56\|40.32\|46098;2026-03-26\|40.73\|-1.71\|42.27\|42.27\|40.00\|41048;2026-03-27\|43.19\|6.04\|39.86\|44.00\|39.07\|64465;2026-03-30\|41.96\|-2.85\|43.30\|43.48\|41.81\|46597;2026-03-31\|40.98\|-2.34\|42.46\|42.76\|40.16\|48522;2026-04-01\|45.08\|10.00\|42.62\|45.08\|41.52\|77811;2026-04-02\|41.39\|-8.19\|45.94\|46.48\|40.60\|128657;2026-04-03\|39.23\|-5.22\|41.38\|41.59\|38.93\|84625;2026-04-07\|38.66\|-1.45\|39.61\|41.37\|38.45\|68769;2026-04-08\|42.53\|10.01\|40.18\|42.53\|39.41\|70939;2026-04-09\|43.40\|2.05\|42.53\|44.62\|42.11\|114751;2026-04-10\|43.28\|-0.28\|43.56\|44.83\|42.86\|61311;2026-04-13\|42.51\|-1.78\|43.70\|44.25\|42.10\|62297;2026-04-14\|43.05\|1.27\|42.85\|43.62\|41.82\|56181;2026-04-15\|42.71\|-0.79\|43.00\|44.50\|42.54\|49971;2026-04-16\|46.98\|10.00\|43.56\|46.98\|43.18\|51849;2026-04-17\|45.17\|-3.85\|46.88\|47.00\|45.02\|92032;2026-04-20\|47.15\|4.38\|46.07\|48.50\|44.80\|77161;2026-04-21\|48.52\|2.91\|46.33\|50.80\|46.33\|90257;2026-04-22\|47.27\|-2.58\|48.33\|48.33\|46.50\|64141;2026-04-23\|45.90\|-2.90\|46.57\|47.90\|45.31\|59962;2026-04-24\|44.80\|-2.40\|45.00\|45.44\|43.74\|51261;2026-04-27\|49.28\|10.00\|46.07\|49.28\|45.51\|112442;2026-04-28\|54.21\|10.00\|50.28\|54.21\|50.00\|155876;2026-04-29\|55.63\|2.62\|52.07\|57.73\|52.07\|172869;2026-04-30\|55.32\|-0.56\|55.43\|57.29\|53.75\|93664;2026-05-06\|57.47\|3.89\|56.68\|58.60\|55.61\|88791;2026-05-07\|61.40\|6.84\|57.38\|62.11\|56.31\|86374;2026-05-08\|63.20\|2.93\|63.01\|66.17\|62.00\|99446;2026-05-11\|62.26\|-1.49\|63.77\|66.21\|60.35\|119153;2026-05-12\|56.03\|-10.01\|61.14\|62.30\|56.03\|78947;2026-05-13\|51.31\|-8.42\|53.51\|54.04\|50.45\|146665;2026-05-14\|48.25\|-5.96\|51.30\|52.20\|48.25\|111321;2026-05-15\|48.16\|-0.19\|48.79\|49.63\|46.50\|99187;2026-05-18\|49.16\|2.08\|48.10\|49.80\|46.90\|70167;2026-05-19\|48.90\|-0.53\|49.17\|49.88\|47.70\|47880;2026-05-20\|48.90\|0.00\|48.01\|50.28\|47.41\|54989;2026-05-21\|48.34\|-1.15\|49.01\|51.35\|47.99\|61327;2026-05-22\|50.24\|3.93\|48.26\|50.26\|48.01\|51701;2026-05-25\|54.00\|7.48\|51.24\|55.26\|48.62\|111635;2026-05-26\|48.60\|-10.00\|52.52\|52.52\|48.60\|59320;2026-05-27\|46.77\|-3.77\|48.60\|50.13\|46.50\|94235;2026-05-28\|45.22\|-3.31\|45.49\|47.00\|44.40\|80254;2026-05-29\|42.01\|-7.10\|46.12\|46.25\|41.39\|92566;2026-06-01\|43.33\|3.14\|42.44\|44.42\|42.01\|60386;2026-06-02\|41.90\|-3.30\|43.00\|43.46\|40.84\|36758;2026-06-03\|42.86\|2.29\|41.89\|43.97\|40.53\|53026;2026-06-04\|43.95\|2.54\|42.57\|44.00\|41.76\|42995;2026-06-05\|44.10\|0.34\|44.96\|44.96\|42.40\|41835;2026-06-08\|43.93\|-0.39\|41.45\|44.17\|41.45\|44803;2026-06-09\|41.94\|-4.53\|44.81\|45.10\|41.32\|51302;2026-06-10\|38.20\|-8.92\|42.00\|42.00\|38.19\|77112;2026-06-11\|39.38\|3.09\|39.00\|40.91\|38.20\|60929;2026-06-12\|39.44\|0.15\|38.60\|40.80\|38.60\|40528;2026-06-15\|41.24\|4.56\|39.44\|41.32\|39.37\|35019;2026-06-16\|43.03\|4.34\|41.24\|43.88\|40.80\|43954;2026-06-17\|42.18\|-1.98\|43.20\|44.45\|42.02\|40296;2026-06-18\|43.68\|3.56\|41.72\|45.27\|41.67\|54440;2026-06-22\|43.14\|-1.24\|44.95\|44.95\|42.00\|45614;2026-06-23\|42.93\|-0.49\|42.75\|44.39\|42.51\|31424;2026-06-24\|44.53\|3.73\|42.58\|46.13\|41.80\|60073;2026-06-25\|42.17\|-5.30\|44.53\|45.40\|42.02\|51417;2026-06-26\|41.95\|-0.52\|41.37\|42.79\|41.20\|28924;2026-06-29\|40.96\|-2.36\|41.95\|42.56\|39.27\|41209;2026-06-30\|41.49\|1.29\|41.30\|42.20\|40.37\|31510;2026-07-01\|43.20\|4.12\|41.77\|43.80\|40.85\|44097;2026-07-02\|43.45\|0.58\|42.61\|46.35\|42.29\|58699;2026-07-03\|44.19\|1.70\|43.78\|45.36\|43.46\|45447;2026-07-06\|44.39\|0.45\|44.19\|46.00\|43.83\|39275;2026-07-07\|43.80\|-1.33\|44.42\|44.42\|41.79\|41055;2026-07-08\|41.93\|-4.27\|43.64\|44.23\|41.70\|28612;2026-07-09\|42.14\|0.50\|41.93\|42.46\|39.93\|29445;2026-07-10\|43.50\|3.23\|42.60\|44.64\|41.90\|42160;2026-07-13\|39.11\|-9.99\|43.48\|43.48\|39.11\|42383;2026-07-14\|36.39\|-6.95\|38.15\|38.40\|35.20\|68949;2026-07-15\|37.38\|2.72\|36.40\|38.48\|35.57\|37091
111728		会展+京津冀地产+北京国资+亏损收窄 1、据2026年5月29日互动易，公司负责2026第十九届北京国际汽车展览会首都国际会展中心的场馆运营和综合服务保障，展现大型会展服务能力。 2、公司主营业务为会展含酒店及商业物业、房地产开发。据2025年年报及2026年一季报，公司会展及配套设施服务持续贡献稳定收入；据公司公开信息，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，具备北京国资背景。 3、据2026年4月30日公告，2026年一季度公司营收12.82亿元，同比增长7.26%；归母净利润-1.51亿元，亏损同比大幅收窄48.83%。	公司为北京国资委旗下公司，主营房地产，一季度业绩同比减亏	2026-03-05\|1.84\|2.22\|1.82\|1.85\|1.80\|303798;2026-03-06\|1.89\|2.72\|1.83\|1.89\|1.82\|340394;2026-03-09\|1.86\|-1.59\|1.88\|1.88\|1.84\|281470;2026-03-10\|1.86\|0.00\|1.87\|1.88\|1.85\|225333;2026-03-11\|1.85\|-0.54\|1.86\|1.86\|1.83\|280442;2026-03-12\|1.87\|1.08\|1.84\|1.90\|1.84\|361242;2026-03-13\|1.88\|0.53\|1.86\|1.92\|1.86\|411858;2026-03-16\|1.88\|0.00\|1.88\|1.93\|1.87\|337876;2026-03-17\|1.92\|2.13\|1.89\|1.97\|1.89\|526615;2026-03-18\|1.87\|-2.60\|1.91\|1.92\|1.85\|458910;2026-03-19\|1.81\|-3.21\|1.85\|1.88\|1.80\|390276;2026-03-20\|1.76\|-2.76\|1.81\|1.83\|1.75\|374365;2026-03-23\|1.68\|-4.55\|1.75\|1.75\|1.65\|538259;2026-03-24\|1.72\|2.38\|1.70\|1.73\|1.65\|382251;2026-03-25\|1.82\|5.81\|1.73\|1.83\|1.71\|512427;2026-03-26\|1.77\|-2.75\|1.81\|1.84\|1.76\|309684;2026-03-27\|1.77\|0.00\|1.76\|1.78\|1.74\|353967;2026-03-30\|1.79\|1.13\|1.76\|1.80\|1.72\|412171;2026-03-31\|1.77\|-1.12\|1.78\|1.85\|1.76\|382852;2026-04-01\|1.76\|-0.56\|1.79\|1.81\|1.74\|329726;2026-04-02\|1.71\|-2.84\|1.75\|1.76\|1.70\|327289;2026-04-03\|1.66\|-2.92\|1.71\|1.72\|1.66\|252018;2026-04-07\|1.72\|3.61\|1.67\|1.72\|1.66\|217748;2026-04-08\|1.75\|1.74\|1.74\|1.76\|1.71\|343186;2026-04-09\|1.73\|-1.14\|1.74\|1.76\|1.69\|356141;2026-04-10\|1.78\|2.89\|1.73\|1.80\|1.73\|490542;2026-04-13\|1.88\|5.62\|1.77\|1.96\|1.76\|1598474;2026-04-14\|2.07\|10.11\|1.91\|2.07\|1.88\|1578272;2026-04-15\|1.98\|-4.35\|2.28\|2.28\|1.98\|3413869;2026-04-16\|1.94\|-2.02\|1.91\|2.00\|1.89\|2142444;2026-04-17\|1.90\|-2.06\|1.88\|1.97\|1.88\|1362854;2026-04-20\|1.87\|-1.58\|1.89\|1.95\|1.85\|1004626;2026-04-21\|1.82\|-2.67\|1.87\|1.89\|1.80\|904847;2026-04-22\|1.79\|-1.65\|1.80\|1.82\|1.78\|514748;2026-04-23\|1.77\|-1.12\|1.79\|1.80\|1.75\|554081;2026-04-24\|1.74\|-1.69\|1.78\|1.78\|1.72\|537863;2026-04-27\|1.74\|0.00\|1.74\|1.74\|1.70\|405884;2026-04-28\|1.72\|-1.15\|1.73\|1.75\|1.71\|477013;2026-04-29\|1.82\|5.81\|1.72\|1.85\|1.71\|847795;2026-04-30\|2.00\|9.89\|1.81\|2.00\|1.81\|1241998;2026-05-06\|1.99\|-0.50\|1.98\|2.02\|1.93\|1172144;2026-05-07\|2.01\|1.00\|2.00\|2.04\|1.99\|922746;2026-05-08\|2.06\|2.49\|2.03\|2.12\|2.02\|789755;2026-05-11\|2.11\|2.43\|2.07\|2.14\|2.06\|842043;2026-05-12\|2.11\|0.00\|2.14\|2.14\|2.06\|633581;2026-05-13\|2.05\|-2.84\|2.10\|2.13\|2.04\|700985;2026-05-14\|1.98\|-3.41\|2.08\|2.09\|1.97\|550271;2026-05-15\|1.96\|-1.01\|1.98\|1.99\|1.92\|646217;2026-05-18\|1.93\|-1.53\|1.95\|1.95\|1.87\|556376;2026-05-19\|1.95\|1.04\|1.93\|1.97\|1.90\|364058;2026-05-20\|1.86\|-4.62\|1.94\|1.95\|1.84\|495889;2026-05-21\|1.77\|-4.84\|1.87\|1.89\|1.76\|558685;2026-05-22\|1.82\|2.82\|1.78\|1.86\|1.76\|584839;2026-05-25\|1.96\|7.69\|1.83\|2.00\|1.83\|994128;2026-05-26\|1.94\|-1.02\|1.97\|2.02\|1.92\|691492;2026-05-27\|1.87\|-3.61\|1.95\|1.95\|1.85\|532502;2026-05-28\|2.06\|10.16\|1.85\|2.06\|1.84\|976484;2026-05-29\|2.11\|2.43\|1.99\|2.16\|1.99\|1919560;2026-06-01\|2.07\|-1.90\|2.04\|2.09\|1.97\|1193338;2026-06-02\|2.07\|0.00\|2.06\|2.15\|2.03\|918084;2026-06-03\|2.08\|0.48\|2.07\|2.10\|2.00\|926178;2026-06-04\|2.00\|-3.85\|2.06\|2.10\|1.98\|770569;2026-06-05\|2.02\|1.00\|2.02\|2.15\|2.00\|961585;2026-06-08\|2.22\|9.90\|1.98\|2.22\|1.97\|1164993;2026-06-09\|2.09\|-5.86\|2.27\|2.34\|2.07\|1997379;2026-06-10\|1.98\|-5.26\|2.06\|2.08\|1.93\|1426618;2026-06-11\|1.92\|-3.03\|1.94\|1.98\|1.88\|870577;2026-06-12\|1.90\|-1.04\|1.91\|1.93\|1.81\|859008;2026-06-15\|1.88\|-1.05\|1.88\|1.95\|1.86\|604095;2026-06-16\|1.85\|-1.60\|1.89\|1.89\|1.82\|595613;2026-06-17\|1.80\|-2.70\|1.84\|1.85\|1.77\|777886;2026-06-18\|1.76\|-2.22\|1.79\|1.79\|1.73\|509415;2026-06-22\|1.75\|-0.57\|1.75\|1.76\|1.70\|620776;2026-06-23\|1.79\|2.29\|1.74\|1.81\|1.73\|634718;2026-06-24\|1.71\|-4.47\|1.79\|1.80\|1.68\|700824;2026-06-25\|1.71\|0.00\|1.70\|1.71\|1.67\|384769;2026-06-26\|1.66\|-2.92\|1.70\|1.71\|1.66\|386487;2026-06-29\|1.64\|-1.20\|1.65\|1.66\|1.58\|382557;2026-06-30\|1.60\|-2.44\|1.63\|1.64\|1.59\|354030;2026-07-01\|1.66\|3.75\|1.59\|1.68\|1.57\|404382;2026-07-02\|1.64\|-1.20\|1.65\|1.71\|1.63\|322008;2026-07-03\|1.65\|0.61\|1.66\|1.67\|1.62\|247191;2026-07-06\|1.65\|0.00\|1.65\|1.67\|1.63\|218179;2026-07-07\|1.60\|-3.03\|1.65\|1.65\|1.59\|204918;2026-07-08\|1.61\|0.62\|1.60\|1.62\|1.58\|189425;2026-07-09\|1.60\|-0.62\|1.60\|1.63\|1.59\|203252;2026-07-10\|1.65\|3.12\|1.60\|1.68\|1.58\|392798;2026-07-13\|1.60\|-3.03\|1.64\|1.65\|1.59\|277023;2026-07-14\|1.63\|1.88\|1.59\|1.63\|1.58\|244597;2026-07-15\|1.65\|1.23\|1.62\|1.69\|1.61\|337418
111727		武汉地产+城中村改造+算力+金属制品行业原因：据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。这一政策红利将全面激活相关产业链，带来长期投资机遇。公司原因： 1、据2024年9月9日互动易，公司目前在算力领域正在研究尽调阶段。据2025年6月10日互动易，福星智算科技（湖北）有限公司是公司控股子公司。 2、据2025年年度报告，公司深耕武汉核心区域，以“城中村改造”“旧城改造”为差异化模式，土地储备84%位于武汉，系湖北省城市更新标杆。 3、据2025年年度报告，在金属制品领域，公司作为中国主要的制造基地之一，专注于子午轮胎钢帘线、钢丝、钢丝绳及钢绞线等产品的研发、生产与销售。 4、据2023年8月23日公告，公司与上海宝碳新能源环保科技有限公司等三方拟设合资公司，围绕碳资产管理、碳交易、碳中和课题研究等开展业务。	公司是最早参与武汉市“三旧”改造的公司之一，城中村改造项目主要集中在武汉，在成都和北京也有开发项目	2026-03-05\|2.18\|0.93\|2.18\|2.20\|2.16\|238787;2026-03-06\|2.25\|3.21\|2.17\|2.25\|2.16\|348703;2026-03-09\|2.24\|-0.44\|2.23\|2.25\|2.19\|251699;2026-03-10\|2.25\|0.45\|2.25\|2.26\|2.23\|207479;2026-03-11\|2.26\|0.44\|2.25\|2.26\|2.22\|219280;2026-03-12\|2.26\|0.00\|2.25\|2.28\|2.24\|254842;2026-03-13\|2.26\|0.00\|2.26\|2.30\|2.25\|317053;2026-03-16\|2.28\|0.89\|2.25\|2.30\|2.24\|229114;2026-03-17\|2.32\|1.75\|2.29\|2.37\|2.28\|631988;2026-03-18\|2.26\|-2.59\|2.32\|2.33\|2.23\|397190;2026-03-19\|2.20\|-2.65\|2.25\|2.26\|2.18\|311437;2026-03-20\|2.12\|-3.64\|2.22\|2.22\|2.12\|423350;2026-03-23\|1.98\|-6.60\|2.10\|2.10\|1.97\|430515;2026-03-24\|2.08\|5.05\|2.02\|2.08\|1.98\|338737;2026-03-25\|2.13\|2.40\|2.09\|2.14\|2.06\|314934;2026-03-26\|2.08\|-2.35\|2.13\|2.16\|2.07\|188585;2026-03-27\|2.11\|1.44\|2.06\|2.11\|2.05\|197908;2026-03-30\|2.11\|0.00\|2.08\|2.12\|2.04\|227169;2026-03-31\|2.10\|-0.47\|2.11\|2.18\|2.09\|304275;2026-04-01\|2.10\|0.00\|2.14\|2.15\|2.06\|227936;2026-04-02\|2.04\|-2.86\|2.09\|2.11\|2.02\|199580;2026-04-03\|1.96\|-3.92\|2.04\|2.05\|1.95\|274318;2026-04-07\|2.00\|2.04\|1.95\|2.01\|1.94\|228901;2026-04-08\|2.07\|3.50\|2.03\|2.07\|2.01\|240293;2026-04-09\|2.03\|-1.93\|2.06\|2.07\|2.00\|216688;2026-04-10\|2.04\|0.49\|2.04\|2.09\|2.03\|238100;2026-04-13\|2.05\|0.49\|2.04\|2.07\|2.02\|211509;2026-04-14\|2.09\|1.95\|2.07\|2.10\|2.04\|453861;2026-04-15\|2.04\|-2.39\|2.09\|2.10\|2.03\|342234;2026-04-16\|2.05\|0.49\|2.04\|2.06\|2.01\|230676;2026-04-17\|2.03\|-0.98\|2.06\|2.07\|2.02\|266127;2026-04-20\|2.01\|-0.99\|2.03\|2.03\|1.99\|187817;2026-04-21\|2.00\|-0.50\|2.01\|2.03\|1.98\|184475;2026-04-22\|1.98\|-1.00\|1.99\|2.00\|1.97\|174249;2026-04-23\|1.95\|-1.52\|1.98\|1.99\|1.94\|209613;2026-04-24\|1.94\|-0.51\|1.94\|1.96\|1.92\|205869;2026-04-27\|1.94\|0.00\|1.94\|1.95\|1.88\|214292;2026-04-28\|1.97\|1.55\|1.94\|1.99\|1.93\|239250;2026-04-29\|2.07\|5.08\|1.95\|2.08\|1.95\|691331;2026-04-30\|2.13\|2.90\|2.08\|2.14\|2.05\|444649;2026-05-06\|2.19\|2.82\|2.15\|2.20\|2.10\|448818;2026-05-07\|2.12\|-3.20\|2.19\|2.19\|2.10\|408250;2026-05-08\|2.14\|0.94\|2.13\|2.16\|2.10\|347712;2026-05-11\|2.17\|1.40\|2.15\|2.18\|2.11\|404581;2026-05-12\|2.14\|-1.38\|2.16\|2.17\|2.12\|305501;2026-05-13\|2.11\|-1.40\|2.13\|2.15\|2.09\|289888;2026-05-14\|2.05\|-2.84\|2.12\|2.13\|2.03\|290481;2026-05-15\|2.00\|-2.44\|2.05\|2.06\|1.98\|321203;2026-05-18\|2.02\|1.00\|1.99\|2.02\|1.95\|316424;2026-05-19\|2.07\|2.48\|2.04\|2.22\|2.04\|671537;2026-05-20\|2.28\|10.14\|2.17\|2.28\|2.17\|905494;2026-05-21\|2.08\|-8.77\|2.24\|2.24\|2.07\|1503750;2026-05-22\|2.06\|-0.96\|2.08\|2.10\|1.99\|727793;2026-05-25\|2.27\|10.19\|2.08\|2.27\|2.06\|660499;2026-05-26\|2.37\|4.41\|2.28\|2.45\|2.23\|1864082;2026-05-27\|2.28\|-3.80\|2.30\|2.31\|2.23\|843665;2026-05-28\|2.35\|3.07\|2.27\|2.36\|2.25\|856608;2026-05-29\|2.59\|10.21\|2.40\|2.59\|2.36\|1830639;2026-06-01\|2.48\|-4.25\|2.48\|2.74\|2.43\|1849480;2026-06-02\|2.39\|-3.63\|2.50\|2.51\|2.38\|1050585;2026-06-03\|2.32\|-2.93\|2.41\|2.43\|2.29\|887264;2026-06-04\|2.27\|-2.16\|2.27\|2.38\|2.22\|784849;2026-06-05\|2.28\|0.44\|2.25\|2.33\|2.20\|649817;2026-06-08\|2.21\|-3.07\|2.22\|2.31\|2.16\|582927;2026-06-09\|2.16\|-2.26\|2.22\|2.22\|2.10\|540960;2026-06-10\|2.16\|0.00\|2.13\|2.16\|2.10\|355730;2026-06-11\|2.18\|0.93\|2.15\|2.22\|2.10\|461139;2026-06-12\|2.17\|-0.46\|2.20\|2.22\|2.13\|359465;2026-06-15\|2.15\|-0.92\|2.16\|2.21\|2.13\|413495;2026-06-16\|2.08\|-3.26\|2.14\|2.15\|2.08\|498475;2026-06-17\|2.01\|-3.37\|2.07\|2.09\|2.00\|426726;2026-06-18\|1.99\|-0.99\|2.00\|2.02\|1.95\|303444;2026-06-22\|2.03\|2.01\|1.98\|2.04\|1.95\|337952;2026-06-23\|2.06\|1.48\|2.02\|2.09\|2.01\|398473;2026-06-24\|1.98\|-3.88\|2.06\|2.06\|1.97\|320339;2026-06-25\|1.99\|0.51\|1.97\|2.00\|1.94\|281735;2026-06-26\|1.93\|-3.02\|1.98\|1.99\|1.93\|237774;2026-06-29\|1.92\|-0.52\|1.93\|1.94\|1.85\|276153;2026-06-30\|1.91\|-0.52\|1.92\|1.93\|1.88\|192047;2026-07-01\|2.06\|7.85\|1.91\|2.10\|1.89\|590965;2026-07-02\|2.04\|-0.97\|2.06\|2.11\|2.03\|295150;2026-07-03\|2.01\|-1.47\|2.07\|2.07\|2.00\|274992;2026-07-06\|1.98\|-1.49\|2.00\|2.02\|1.96\|220799;2026-07-07\|1.95\|-1.52\|1.98\|1.99\|1.95\|244590;2026-07-08\|1.95\|0.00\|1.95\|1.97\|1.91\|228440;2026-07-09\|1.93\|-1.03\|1.93\|1.98\|1.91\|227700;2026-07-10\|1.99\|3.11\|1.93\|2.01\|1.90\|382790;2026-07-13\|1.92\|-3.52\|1.97\|1.99\|1.91\|315052;2026-07-14\|1.95\|1.56\|1.92\|1.96\|1.90\|276281;2026-07-15\|1.95\|0.00\|1.91\|2.00\|1.89\|307496
111726		实控人变更+集成吊顶+智能家居 1、据2026年4月2日公告，上海明盛联禾智能科技有限公司以29.41元/股完成15.01%股份要约收购，收购人及一致行动人合计持股45.00%，施其明成为新实控人。 2、据2026年3月31日披露的2025年度报告，公司为集成吊顶技术发明者，截至2025年末拥有861项有效专利，主编国家行业标准，产品覆盖厨卫、客餐卧、阳台及酒店医院等场景，稳居行业龙头。 3、据2025年度报告及互动易，公司布局智能家居，推出智能暖空调浴霸、智能照明、智能晾衣机，并通过电商、直播拓展新零售。	集成吊顶行业的开创者，公司实控人将变更为施其明	2026-03-05\|64.80\|-1.62\|65.99\|66.77\|63.75\|19094;2026-03-06\|63.65\|-1.77\|65.08\|65.63\|63.30\|15942;2026-03-09\|61.12\|-3.97\|63.95\|63.95\|59.60\|25765;2026-03-10\|61.53\|0.67\|61.40\|63.00\|60.12\|18689;2026-03-11\|60.86\|-1.09\|61.84\|62.19\|59.88\|17933;2026-03-12\|60.20\|-1.08\|61.17\|61.29\|59.50\|12242;2026-03-13\|59.85\|-0.58\|60.74\|62.97\|59.50\|15682;2026-03-16\|59.63\|-0.37\|59.80\|60.50\|58.90\|11575;2026-03-17\|59.25\|-0.64\|60.23\|60.94\|58.63\|11289;2026-03-18\|58.65\|-1.01\|59.54\|59.60\|57.60\|15793;2026-03-19\|57.76\|-1.52\|58.07\|58.58\|56.58\|17521;2026-03-20\|56.99\|-1.33\|57.98\|58.46\|56.35\|21132;2026-03-23\|54.98\|-3.53\|56.77\|56.77\|53.06\|19399;2026-03-24\|56.82\|3.35\|55.00\|57.56\|53.30\|16674;2026-03-25\|62.50\|10.00\|56.91\|62.50\|55.51\|21526;2026-03-26\|60.60\|-3.04\|63.18\|64.86\|59.81\|34702;2026-04-03\|65.37\|7.87\|60.00\|66.53\|59.79\|45593;2026-04-07\|67.34\|3.01\|65.37\|69.88\|63.42\|36642;2026-04-08\|69.19\|2.75\|66.33\|69.88\|66.33\|31084;2026-04-09\|76.11\|10.00\|68.85\|76.11\|68.00\|24701;2026-04-10\|78.41\|3.02\|78.99\|82.53\|76.90\|50845;2026-04-13\|73.90\|-5.75\|78.00\|78.00\|72.13\|33688;2026-04-14\|72.68\|-1.65\|75.48\|75.48\|70.57\|31028;2026-04-15\|74.17\|2.05\|73.00\|75.48\|72.14\|19554;2026-04-16\|75.29\|1.51\|74.00\|76.10\|71.20\|18850;2026-04-17\|75.66\|0.49\|75.67\|78.58\|75.66\|19128;2026-04-20\|73.92\|-2.30\|75.72\|76.70\|72.90\|19424;2026-04-21\|72.03\|-2.56\|73.83\|74.50\|72.03\|18848;2026-04-22\|71.41\|-0.86\|72.07\|73.47\|71.20\|13590;2026-04-23\|71.09\|-0.45\|71.62\|72.09\|69.79\|16252;2026-04-24\|70.00\|-1.53\|70.50\|71.18\|69.26\|13696;2026-04-27\|70.54\|0.77\|69.98\|71.48\|69.33\|12740;2026-04-28\|70.53\|-0.01\|70.20\|71.54\|69.41\|9719;2026-04-29\|70.45\|-0.11\|71.10\|71.95\|70.10\|17496;2026-04-30\|72.38\|2.74\|70.50\|75.48\|69.84\|20288;2026-05-06\|70.90\|-2.04\|72.99\|75.18\|70.48\|23595;2026-05-07\|69.55\|-1.90\|70.90\|72.22\|68.27\|22902;2026-05-08\|71.32\|2.54\|69.32\|72.00\|68.52\|23366;2026-05-11\|78.45\|10.00\|70.59\|78.45\|70.32\|23516;2026-05-12\|81.12\|3.40\|82.51\|83.50\|79.30\|36898;2026-05-13\|78.74\|-2.93\|82.99\|84.90\|76.91\|28592;2026-05-14\|75.09\|-4.64\|78.66\|78.66\|74.23\|19001;2026-05-15\|74.85\|-0.32\|75.09\|76.88\|73.88\|16489;2026-05-18\|76.26\|1.88\|74.26\|76.80\|73.09\|11652;2026-05-19\|79.25\|3.92\|76.26\|79.33\|75.40\|14749;2026-05-20\|82.61\|4.24\|80.37\|87.18\|79.12\|26622;2026-05-21\|78.62\|-4.83\|82.45\|85.22\|78.08\|17726;2026-05-22\|80.33\|2.17\|79.14\|83.00\|78.31\|16186;2026-05-25\|88.36\|10.00\|81.01\|88.36\|81.01\|24166;2026-05-26\|90.61\|2.55\|90.32\|92.78\|89.00\|35569;2026-05-27\|88.54\|-2.28\|93.71\|94.98\|86.50\|24669;2026-05-28\|90.19\|1.86\|88.07\|92.00\|87.30\|22886;2026-05-29\|87.18\|-3.34\|90.63\|91.72\|85.00\|19162;2026-06-01\|92.35\|5.93\|86.71\|95.00\|86.71\|25575;2026-06-02\|93.96\|1.74\|91.50\|95.99\|88.88\|25942;2026-06-03\|92.79\|-1.25\|93.04\|94.42\|91.30\|15191;2026-06-04\|90.11\|-2.89\|91.87\|92.55\|89.20\|13892;2026-06-05\|87.72\|-2.65\|90.09\|90.10\|86.28\|15915;2026-06-08\|90.98\|3.72\|86.85\|93.19\|83.69\|20070;2026-06-09\|91.64\|0.73\|91.00\|92.64\|89.50\|12342;2026-06-10\|93.99\|2.56\|91.59\|95.59\|91.00\|12896;2026-06-11\|97.58\|3.82\|93.80\|97.88\|92.10\|19600;2026-06-12\|101.48\|4.00\|97.88\|105.00\|96.00\|27066;2026-06-15\|108.50\|6.92\|101.51\|108.50\|99.88\|23917;2026-06-16\|110.90\|2.21\|108.50\|114.88\|107.00\|27675;2026-06-17\|111.40\|0.45\|109.00\|114.47\|107.01\|19668;2026-06-18\|109.70\|-1.53\|114.66\|115.48\|108.00\|21478;2026-06-22\|115.00\|4.83\|108.69\|115.16\|108.69\|19078;2026-06-23\|117.02\|1.76\|117.00\|120.98\|115.15\|18166;2026-06-24\|120.49\|2.97\|116.92\|120.80\|108.03\|26994;2026-06-25\|117.52\|-2.46\|119.95\|121.00\|115.10\|19044;2026-06-26\|112.48\|-4.29\|117.52\|117.90\|111.00\|16344;2026-06-29\|111.10\|-1.23\|112.00\|112.55\|106.00\|15975;2026-06-30\|110.25\|-0.77\|110.00\|111.88\|107.00\|10606;2026-07-01\|109.01\|-1.12\|110.14\|111.11\|107.60\|9571;2026-07-02\|109.00\|-0.01\|109.01\|111.59\|107.00\|11590;2026-07-03\|110.99\|1.83\|109.01\|112.60\|107.20\|15459;2026-07-06\|105.51\|-4.94\|110.05\|115.70\|104.80\|17703;2026-07-07\|99.86\|-5.35\|104.20\|107.00\|99.00\|22986;2026-07-08\|98.70\|-1.16\|99.57\|102.43\|94.50\|21993;2026-07-09\|103.11\|4.47\|98.00\|103.50\|97.20\|9473;2026-07-10\|104.03\|0.89\|104.82\|106.71\|102.68\|10526;2026-07-13\|99.80\|-4.07\|104.05\|104.97\|99.51\|11177;2026-07-14\|109.78\|10.00\|101.46\|109.78\|99.50\|21229;2026-07-15\|107.47\|-2.10\|112.21\|114.23\|106.11\|21428
111725		豪宅项目获奖+家居商贸+广州地产 1、据证券时报网2026年6月17日报道，公司旗下广州高端住宅项目“香江1号”斩获2026 WAD年度豪宅TOP10榜首；据2026年5月22日互动易，该项目目前已正常接受预约看房及预售。 2、据2026年4月11日年报，公司以“家居商贸+城市发展”为双核心业务，是国内领先的商业及家居连锁卖场运营商，连锁卖场布局全国核心区域，与逾6000家品牌建立战略合作。 3、据2026年4月11日年报，公司聚焦粤港澳大湾区高端精品住宅，广州番禺锦江项目、增城项目等住宅项目持续开发，截至2025年末持有土地储备总建筑面积约431万平方米。	公司是以商贸流通为主业的广州优质开发商	2026-03-05\|1.83\|1.67\|1.81\|1.84\|1.80\|381180;2026-03-06\|1.88\|2.73\|1.82\|1.89\|1.81\|444911;2026-03-09\|1.86\|-1.06\|1.87\|1.88\|1.84\|342143;2026-03-10\|1.87\|0.54\|1.87\|1.88\|1.86\|260154;2026-03-11\|1.89\|1.07\|1.88\|1.89\|1.85\|294848;2026-03-12\|1.90\|0.53\|1.88\|1.93\|1.88\|346926;2026-03-13\|1.89\|-0.53\|1.91\|1.93\|1.88\|380317;2026-03-16\|1.90\|0.53\|1.88\|1.93\|1.88\|317048;2026-03-17\|1.93\|1.58\|1.90\|1.97\|1.90\|640876;2026-03-18\|1.88\|-2.59\|1.92\|1.93\|1.86\|429995;2026-03-19\|1.84\|-2.13\|1.87\|1.89\|1.83\|315304;2026-03-20\|1.81\|-1.63\|1.85\|1.87\|1.81\|349981;2026-03-23\|1.68\|-7.18\|1.79\|1.80\|1.67\|579296;2026-03-24\|1.78\|5.95\|1.72\|1.78\|1.70\|548627;2026-03-25\|1.84\|3.37\|1.78\|1.85\|1.76\|426433;2026-03-26\|1.82\|-1.09\|1.84\|1.88\|1.82\|364069;2026-03-27\|1.83\|0.55\|1.81\|1.84\|1.80\|371221;2026-03-30\|1.81\|-1.09\|1.82\|1.83\|1.76\|308166;2026-03-31\|1.78\|-1.66\|1.80\|1.86\|1.78\|316231;2026-04-01\|1.78\|0.00\|1.80\|1.83\|1.77\|321925;2026-04-02\|1.73\|-2.81\|1.79\|1.79\|1.71\|351079;2026-04-03\|1.69\|-2.31\|1.72\|1.74\|1.68\|337258;2026-04-07\|1.72\|1.78\|1.68\|1.72\|1.67\|250126;2026-04-08\|1.78\|3.49\|1.74\|1.78\|1.73\|354842;2026-04-09\|1.75\|-1.69\|1.78\|1.78\|1.73\|305194;2026-04-10\|1.77\|1.14\|1.76\|1.80\|1.76\|251617;2026-04-13\|1.82\|2.82\|1.76\|1.83\|1.75\|407998;2026-04-14\|1.91\|4.95\|1.82\|1.95\|1.81\|981313;2026-04-15\|1.81\|-5.24\|1.91\|1.93\|1.81\|674284;2026-04-16\|1.82\|0.55\|1.81\|1.83\|1.79\|356419;2026-04-17\|1.80\|-1.10\|1.81\|1.83\|1.79\|379012;2026-04-20\|1.79\|-0.56\|1.79\|1.80\|1.77\|316474;2026-04-21\|1.79\|0.00\|1.79\|1.80\|1.77\|253651;2026-04-22\|1.77\|-1.12\|1.78\|1.79\|1.76\|219730;2026-04-23\|1.75\|-1.13\|1.77\|1.77\|1.74\|274764;2026-04-24\|1.74\|-0.57\|1.75\|1.76\|1.71\|283684;2026-04-27\|1.75\|0.57\|1.74\|1.76\|1.71\|284101;2026-04-28\|1.73\|-1.14\|1.74\|1.76\|1.72\|225497;2026-04-29\|1.80\|4.05\|1.72\|1.82\|1.72\|526878;2026-04-30\|1.89\|5.00\|1.80\|1.90\|1.79\|804457;2026-05-06\|1.92\|1.59\|1.91\|1.94\|1.88\|626065;2026-05-07\|1.89\|-1.56\|1.92\|1.97\|1.88\|583884;2026-05-08\|1.92\|1.59\|1.89\|1.93\|1.88\|487020;2026-05-11\|1.94\|1.04\|1.91\|1.95\|1.90\|442893;2026-05-12\|1.92\|-1.03\|1.93\|1.96\|1.90\|360561;2026-05-13\|1.92\|0.00\|1.91\|1.94\|1.88\|388888;2026-05-14\|1.84\|-4.17\|1.92\|1.94\|1.84\|329449;2026-05-15\|1.83\|-0.54\|1.84\|1.86\|1.80\|344009;2026-05-18\|1.82\|-0.55\|1.81\|1.82\|1.77\|320374;2026-05-19\|1.85\|1.65\|1.82\|1.86\|1.82\|315370;2026-05-20\|1.82\|-1.62\|1.84\|1.85\|1.79\|303208;2026-05-21\|1.74\|-4.40\|1.81\|1.82\|1.73\|496242;2026-05-22\|1.74\|0.00\|1.74\|1.75\|1.70\|462214;2026-05-25\|1.91\|9.77\|1.74\|1.91\|1.74\|919150;2026-05-26\|2.10\|9.95\|2.10\|2.10\|2.10\|293035;2026-05-27\|2.31\|10.00\|2.23\|2.31\|2.21\|1565204;2026-05-28\|2.54\|9.96\|2.47\|2.54\|2.25\|2810297;2026-05-29\|2.79\|9.84\|2.72\|2.79\|2.60\|1148511;2026-06-01\|2.92\|4.66\|2.75\|3.06\|2.51\|5033232;2026-06-02\|3.21\|9.93\|2.91\|3.21\|2.91\|1789152;2026-06-03\|3.35\|4.36\|3.18\|3.43\|2.95\|4786829;2026-06-04\|3.42\|2.09\|3.51\|3.69\|3.30\|4933698;2026-06-05\|3.44\|0.58\|3.38\|3.50\|3.24\|3941839;2026-06-08\|3.70\|7.56\|3.44\|3.70\|3.20\|4326917;2026-06-09\|3.66\|-1.08\|3.70\|3.87\|3.33\|4409221;2026-06-10\|3.29\|-10.11\|3.60\|3.80\|3.29\|3598613;2026-06-11\|3.15\|-4.26\|3.21\|3.45\|2.96\|4391938;2026-06-12\|3.47\|10.16\|2.99\|3.47\|2.91\|5188708;2026-06-15\|3.64\|4.90\|3.30\|3.65\|3.29\|3880100;2026-06-16\|3.49\|-4.12\|3.60\|3.76\|3.43\|2959813;2026-06-17\|3.25\|-6.88\|3.46\|3.48\|3.16\|2842202;2026-06-18\|3.58\|10.15\|3.30\|3.58\|3.10\|2721003;2026-06-22\|3.94\|10.06\|3.70\|3.94\|3.61\|2514509;2026-06-23\|3.88\|-1.52\|3.92\|4.15\|3.87\|3265669;2026-06-24\|3.73\|-3.87\|3.83\|3.95\|3.67\|2238125;2026-06-25\|3.50\|-6.17\|3.69\|4.10\|3.40\|3664770;2026-06-26\|3.16\|-9.71\|3.45\|3.50\|3.16\|2595533;2026-06-29\|2.94\|-6.96\|3.09\|3.20\|2.90\|2166583;2026-06-30\|2.80\|-4.76\|2.87\|2.91\|2.73\|1669565;2026-07-01\|2.70\|-3.57\|2.81\|2.84\|2.66\|1520362;2026-07-02\|2.56\|-5.19\|2.65\|2.76\|2.54\|1558313;2026-07-03\|2.50\|-2.34\|2.61\|2.72\|2.48\|1461916;2026-07-06\|2.43\|-2.80\|2.50\|2.58\|2.40\|1312130;2026-07-07\|2.30\|-5.35\|2.43\|2.43\|2.28\|1024862;2026-07-08\|2.29\|-0.43\|2.35\|2.37\|2.25\|999199;2026-07-09\|2.38\|3.93\|2.29\|2.41\|2.25\|1456643;2026-07-10\|2.41\|1.26\|2.37\|2.51\|2.33\|1332586;2026-07-13\|2.22\|-7.88\|2.39\|2.43\|2.20\|990240;2026-07-14\|2.30\|3.60\|2.22\|2.32\|2.13\|814052;2026-07-15\|2.53\|10.00\|2.30\|2.53\|2.30\|643126
111724		油服+页岩气+克拉玛依国资行业原因： 6月1日开盘，WTI原油期货价格向上触及90美元/桶，日内上涨3.02%。据央视新闻消息，乌克兰武装部队总参谋部5月31日称，5月30日至31日凌晨，乌军对俄罗斯多处油气设施和军事目标发动了袭击。公司原因： 1、据2026年5月18日及5月25日公告，公司连续发布股票交易异常波动公告，均明确澄清公司、控股股东和实际控制人并无注入算力资产的计划，且不存在应披露而未披露的重大事项。 2、据2026年5月9日业绩说明会，公司主营业务为油田技术服务，2026年一季度营收同比增长81.63%，主要系增加了满足收入确认条件的连续油管和钻井业务收入；公司具备页岩油气、煤层气等非常规油气开发的配套技术服务能力。 3、据2026年4月28日年报，公司控股股东为克拉玛依市城市建设投资发展有限责任公司，实际控制人为克拉玛依市国有资产监督管理委员会。		2026-03-05\|14.00\|-6.85\|13.53\|16.01\|13.53\|1085127;2026-03-06\|13.13\|-6.21\|13.14\|13.76\|12.88\|702458;2026-03-09\|13.11\|-0.15\|14.44\|14.44\|13.05\|958903;2026-03-10\|11.80\|-9.99\|11.80\|12.24\|11.80\|676700;2026-03-11\|11.86\|0.51\|11.36\|12.13\|11.30\|538388;2026-03-12\|11.61\|-2.11\|12.01\|12.45\|11.50\|524532;2026-03-13\|11.17\|-3.79\|11.84\|11.95\|10.98\|437366;2026-03-16\|11.36\|1.70\|11.18\|11.88\|11.18\|405899;2026-03-17\|11.13\|-2.02\|10.95\|11.42\|10.85\|417775;2026-03-18\|10.67\|-4.13\|10.64\|10.80\|10.36\|367224;2026-03-19\|11.22\|5.15\|11.29\|11.35\|10.75\|575517;2026-03-20\|10.12\|-9.80\|10.40\|10.68\|10.11\|413505;2026-03-23\|9.98\|-1.38\|9.99\|10.29\|9.83\|328623;2026-03-24\|9.74\|-2.40\|9.75\|9.86\|9.38\|349726;2026-03-25\|9.87\|1.33\|9.39\|9.90\|9.39\|289055;2026-03-26\|9.70\|-1.72\|9.86\|10.05\|9.53\|311378;2026-03-27\|9.86\|1.65\|9.70\|9.95\|9.55\|242072;2026-03-30\|9.65\|-2.13\|10.12\|10.13\|9.48\|257655;2026-03-31\|9.44\|-2.18\|9.63\|9.76\|9.43\|209067;2026-04-01\|9.32\|-1.27\|9.56\|9.60\|9.30\|188178;2026-04-02\|9.80\|5.15\|9.43\|9.94\|9.43\|428560;2026-04-03\|9.29\|-5.20\|9.84\|9.97\|9.14\|332002;2026-04-07\|8.36\|-10.01\|8.36\|8.36\|8.36\|65324;2026-04-08\|7.85\|-6.10\|7.52\|7.95\|7.52\|779737;2026-04-09\|7.99\|1.78\|7.64\|8.14\|7.55\|608608;2026-04-10\|7.81\|-2.25\|7.71\|7.89\|7.55\|353586;2026-04-13\|8.20\|4.99\|8.03\|8.25\|7.70\|435999;2026-04-14\|7.94\|-3.17\|8.07\|8.10\|7.88\|257039;2026-04-15\|7.65\|-3.65\|7.85\|7.90\|7.65\|214223;2026-04-16\|7.52\|-1.70\|7.60\|7.60\|7.23\|235909;2026-04-17\|7.14\|-5.05\|7.51\|7.54\|7.02\|315100;2026-04-20\|7.28\|1.96\|7.15\|7.35\|7.08\|205044;2026-04-21\|7.22\|-0.82\|7.29\|7.32\|7.06\|154775;2026-04-22\|7.10\|-1.66\|7.18\|7.27\|7.07\|118114;2026-04-23\|6.96\|-1.97\|7.10\|7.33\|6.76\|370248;2026-04-24\|6.60\|-5.17\|6.60\|6.83\|6.48\|280442;2026-04-27\|6.88\|4.24\|6.52\|6.92\|6.37\|227277;2026-04-29\|6.54\|-4.94\|6.55\|6.65\|6.54\|649415;2026-04-30\|6.87\|5.05\|6.76\|6.87\|6.70\|387182;2026-05-06\|7.21\|4.95\|7.21\|7.21\|6.75\|458153;2026-05-07\|7.57\|4.99\|7.38\|7.57\|7.22\|273121;2026-05-08\|7.95\|5.02\|7.70\|7.95\|7.70\|136178;2026-05-11\|8.35\|5.03\|8.35\|8.35\|8.35\|11935;2026-05-12\|8.77\|5.03\|8.77\|8.77\|8.77\|12113;2026-05-13\|9.21\|5.02\|9.21\|9.21\|9.21\|71141;2026-05-14\|9.67\|4.99\|9.67\|9.67\|9.67\|17510;2026-05-15\|10.15\|4.96\|10.15\|10.15\|9.83\|232363;2026-05-18\|9.64\|-5.02\|9.64\|9.64\|9.64\|20556;2026-05-19\|10.12\|4.98\|9.50\|10.12\|9.50\|353861;2026-05-20\|9.61\|-5.04\|10.30\|10.63\|9.61\|480334;2026-05-21\|9.13\|-4.99\|9.21\|9.30\|9.13\|231135;2026-05-22\|8.69\|-4.82\|9.00\|9.24\|8.67\|306679;2026-05-25\|9.12\|4.95\|9.09\|9.12\|9.05\|134562;2026-05-26\|8.71\|-4.50\|9.15\|9.42\|8.66\|344364;2026-05-27\|8.27\|-5.05\|8.33\|8.48\|8.27\|276586;2026-05-28\|8.43\|1.93\|8.18\|8.68\|8.06\|275751;2026-05-29\|8.85\|4.98\|8.42\|8.85\|8.31\|274940;2026-06-01\|9.29\|4.97\|9.21\|9.29\|9.15\|45576;2026-06-02\|9.39\|1.08\|9.75\|9.75\|8.98\|429320;2026-06-03\|9.55\|1.70\|9.60\|9.86\|9.35\|345905;2026-06-04\|9.07\|-5.03\|9.20\|9.30\|9.07\|122514;2026-06-05\|8.85\|-2.43\|8.87\|9.06\|8.62\|250648;2026-06-08\|8.41\|-4.97\|8.54\|8.90\|8.41\|173905;2026-06-09\|8.17\|-2.85\|8.56\|8.82\|8.10\|230646;2026-06-10\|7.76\|-5.02\|7.99\|8.00\|7.76\|110035;2026-06-11\|7.65\|-1.42\|7.55\|7.84\|7.37\|220646;2026-06-12\|7.27\|-4.97\|7.89\|7.95\|7.27\|204418;2026-06-15\|7.20\|-0.96\|7.14\|7.60\|6.98\|182172;2026-06-16\|7.56\|5.00\|7.55\|7.56\|7.25\|241998;2026-06-17\|7.18\|-5.03\|7.37\|7.47\|7.18\|109610;2026-06-18\|6.93\|-3.48\|7.54\|7.54\|6.92\|303672;2026-06-22\|6.59\|-4.91\|6.69\|6.75\|6.58\|178077;2026-06-23\|6.87\|4.25\|6.58\|6.92\|6.53\|235139;2026-06-24\|6.53\|-4.95\|6.70\|6.83\|6.53\|171071;2026-06-25\|6.20\|-5.05\|6.30\|6.37\|6.20\|115746;2026-06-26\|6.30\|1.61\|6.05\|6.46\|5.93\|163033;2026-06-29\|6.10\|-3.17\|6.26\|6.39\|5.99\|141368;2026-06-30\|6.40\|4.92\|6.10\|6.41\|6.08\|200122;2026-07-01\|6.72\|5.00\|6.39\|6.72\|6.34\|138876;2026-07-02\|6.70\|-0.30\|6.96\|7.06\|6.70\|202304;2026-07-03\|6.80\|1.49\|6.58\|6.85\|6.50\|128698;2026-07-06\|6.12\|-10.00\|6.71\|6.93\|6.12\|199571;2026-07-07\|5.56\|-9.15\|6.07\|6.28\|5.51\|197689;2026-07-08\|6.03\|8.45\|5.79\|6.12\|5.58\|186555;2026-07-09\|5.88\|-2.49\|6.00\|6.48\|5.84\|236072;2026-07-10\|6.05\|2.89\|5.70\|6.19\|5.63\|148947;2026-07-13\|6.00\|-0.83\|6.18\|6.25\|5.92\|129900;2026-07-14\|6.26\|4.33\|6.15\|6.30\|6.06\|142651;2026-07-15\|5.83\|-6.87\|5.99\|6.15\|5.80\|165651
111723	研究称数据中心将面临55GW的电力缺口	HVDC龙头+宁德时代拟入股+一季报增长行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月9日公告，公司控股股东引进宁德时代增资事项仍在有序推进，宁德时代拟以409,985.88万元认购控股股东新增注册资本，并拟与公司围绕绿色ICT基础设施、算电协同等领域开展战略业务合作。 2、据2026年4月21日年报，公司是国内数据中心高压直流HVDC绿色供电技术方案先行者，牵头制定相关国家标准并入选工信部制造业单项冠军，其Panama电源系统效率可达97.5%以上，2025年数据中心电源业务实现营收7.76亿元，已成为阿里巴巴、腾讯等互联网头部企业智算中心供应商。 3、据2026年4月28日披露的一季报，公司2026年一季度实现营收4.18亿元，同比增长7.79%；归母净利润2493.57万元，同比增长22.89%。	宁德时代拟以41亿元认购控股股东中恒科技投资新增注册资本	2026-03-05\|32.82\|1.93\|33.21\|33.80\|32.45\|313377;2026-03-06\|35.66\|8.65\|33.30\|36.10\|33.20\|831750;2026-03-09\|35.12\|-1.51\|34.10\|35.49\|33.01\|731566;2026-03-10\|36.51\|3.96\|35.66\|36.70\|35.31\|578431;2026-03-11\|36.29\|-0.60\|36.85\|37.37\|36.02\|543989;2026-03-12\|34.63\|-4.57\|36.30\|36.49\|34.06\|438089;2026-03-13\|32.86\|-5.11\|33.84\|34.28\|32.65\|359403;2026-03-16\|32.61\|-0.76\|32.31\|32.65\|31.15\|332002;2026-03-17\|30.35\|-6.93\|32.69\|32.89\|30.11\|354909;2026-03-18\|31.23\|2.90\|30.60\|31.39\|30.10\|264024;2026-03-19\|30.32\|-2.91\|30.01\|30.88\|30.01\|206399;2026-03-20\|29.11\|-3.99\|30.68\|30.86\|29.10\|257154;2026-03-23\|29.02\|-0.31\|28.87\|30.50\|28.42\|334762;2026-03-24\|29.04\|0.07\|29.31\|29.55\|27.79\|270485;2026-03-25\|29.90\|2.96\|29.50\|30.16\|29.31\|259276;2026-03-26\|28.96\|-3.14\|29.99\|30.00\|28.68\|187528;2026-03-27\|28.17\|-2.73\|28.39\|28.56\|27.84\|249607;2026-03-30\|27.40\|-2.73\|27.30\|27.58\|26.53\|275025;2026-03-31\|26.02\|-5.04\|27.13\|27.45\|26.02\|289859;2026-04-01\|27.02\|3.84\|26.74\|27.07\|26.38\|237502;2026-04-02\|25.64\|-5.11\|26.80\|26.92\|25.53\|218360;2026-04-03\|27.26\|6.32\|26.00\|27.99\|25.53\|442229;2026-04-07\|27.57\|1.14\|27.15\|28.45\|26.90\|312239;2026-04-08\|29.03\|5.30\|28.39\|29.10\|28.20\|320104;2026-04-09\|31.93\|9.99\|31.93\|31.93\|31.93\|74470;2026-04-10\|35.12\|9.99\|35.12\|35.12\|35.12\|33892;2026-04-13\|38.63\|9.99\|38.63\|38.63\|38.63\|150094;2026-04-14\|42.49\|9.99\|42.00\|42.49\|40.67\|865489;2026-04-15\|43.40\|2.14\|42.49\|44.16\|41.91\|1551196;2026-04-16\|42.80\|-1.38\|44.00\|44.00\|41.46\|1172638;2026-04-17\|40.91\|-4.42\|43.03\|43.66\|40.36\|1040063;2026-04-20\|43.70\|6.82\|41.48\|44.17\|40.41\|1194186;2026-04-21\|44.16\|1.05\|43.67\|45.45\|41.87\|1151659;2026-04-22\|43.74\|-0.95\|44.30\|44.96\|42.73\|948003;2026-04-23\|43.53\|-0.48\|44.21\|44.88\|43.10\|794968;2026-04-24\|41.69\|-4.23\|43.40\|43.54\|41.51\|688906;2026-04-27\|41.15\|-1.30\|42.00\|42.01\|40.52\|491171;2026-04-28\|40.00\|-2.79\|41.00\|41.89\|39.71\|529695;2026-04-29\|39.75\|-0.62\|39.41\|40.85\|39.35\|409306;2026-04-30\|40.79\|2.62\|39.75\|41.49\|38.85\|526417;2026-05-06\|44.87\|10.00\|41.23\|44.87\|40.71\|726869;2026-05-07\|46.30\|3.19\|45.08\|46.75\|44.47\|810330;2026-05-08\|45.15\|-2.48\|45.20\|46.13\|44.56\|457305;2026-05-11\|44.73\|-0.93\|45.48\|45.80\|43.83\|440990;2026-05-12\|44.00\|-1.63\|44.70\|44.99\|43.46\|348387;2026-05-13\|48.40\|10.00\|44.50\|48.40\|43.65\|862868;2026-05-14\|48.74\|0.70\|50.84\|53.13\|48.74\|892085;2026-05-15\|47.85\|-1.83\|49.50\|49.80\|46.95\|591315;2026-05-18\|49.16\|2.74\|47.65\|50.24\|47.36\|504248;2026-05-19\|52.87\|7.55\|48.67\|53.77\|48.18\|656037;2026-05-20\|51.53\|-2.53\|52.91\|53.86\|50.00\|491905;2026-05-21\|49.17\|-4.58\|52.15\|53.88\|48.99\|633189;2026-05-22\|52.09\|5.94\|49.68\|52.56\|49.00\|456418;2026-05-25\|56.25\|7.99\|53.46\|57.30\|53.13\|639700;2026-05-26\|53.70\|-4.53\|54.99\|54.99\|52.15\|530175;2026-05-27\|56.77\|5.72\|53.97\|59.07\|53.97\|823983;2026-05-28\|59.15\|4.19\|56.77\|59.70\|55.10\|677879;2026-05-29\|56.05\|-5.24\|58.50\|59.97\|55.40\|567028;2026-06-01\|50.66\|-9.62\|55.62\|56.04\|50.48\|597264;2026-06-02\|52.27\|3.18\|51.67\|53.50\|50.03\|430672;2026-06-03\|54.78\|4.80\|51.86\|57.30\|50.88\|602748;2026-06-04\|53.69\|-1.99\|54.01\|55.95\|53.43\|361779;2026-06-05\|52.95\|-1.38\|52.95\|57.37\|52.25\|482568;2026-06-08\|52.41\|-1.02\|50.27\|55.43\|50.27\|469008;2026-06-09\|55.14\|5.21\|52.30\|55.50\|50.15\|518254;2026-06-10\|51.14\|-7.25\|53.51\|54.28\|50.44\|512847;2026-06-11\|48.97\|-4.24\|50.71\|51.80\|48.50\|389133;2026-06-12\|46.51\|-5.02\|50.58\|50.67\|46.51\|447846;2026-06-15\|51.16\|10.00\|47.24\|51.16\|47.24\|400062;2026-06-16\|52.24\|2.11\|52.00\|53.76\|51.06\|426109;2026-06-17\|51.99\|-0.48\|53.28\|54.88\|51.19\|372961;2026-06-18\|54.16\|4.17\|51.70\|54.51\|51.50\|379612;2026-06-22\|53.13\|-1.72\|54.07\|54.88\|51.28\|510773;2026-06-23\|50.16\|-5.59\|52.01\|52.10\|49.50\|346773;2026-06-24\|55.18\|10.01\|49.50\|55.18\|48.91\|546472;2026-06-25\|56.10\|1.67\|56.95\|58.30\|55.18\|557095;2026-06-26\|53.95\|-3.83\|56.58\|57.00\|51.81\|441668;2026-06-29\|53.80\|-0.28\|54.09\|56.15\|51.77\|412766;2026-06-30\|53.80\|0.00\|53.50\|55.48\|51.52\|386815;2026-07-01\|51.84\|-3.64\|53.99\|54.98\|49.76\|483373;2026-07-02\|50.85\|-1.91\|50.23\|53.83\|49.03\|367195;2026-07-03\|52.90\|4.03\|51.15\|55.94\|51.15\|564257;2026-07-06\|54.19\|2.44\|53.42\|56.66\|53.00\|482928;2026-07-07\|51.80\|-4.41\|54.54\|56.85\|51.27\|463552;2026-07-08\|49.47\|-4.50\|52.16\|54.46\|49.28\|410773;2026-07-09\|54.42\|10.01\|49.83\|54.42\|48.58\|561637;2026-07-10\|56.05\|3.00\|56.62\|59.86\|56.00\|840836;2026-07-13\|51.76\|-7.65\|56.00\|56.95\|51.57\|555953;2026-07-14\|53.60\|3.55\|52.70\|55.35\|49.70\|518316;2026-07-15\|48.50\|-9.51\|53.00\|53.00\|48.25\|574236
111722	研究称数据中心将面临55GW的电力缺口	特高压+数据中心+更名+一季报增长 1、2025年1月7日互动易：我公司组合电器、隔离开关、开关柜及变压器产品都可以应用于为算力中心提供电源的变电站或配电站，比如我公司10KV高能效非晶合金变压器分别于2021年应用于“中国移动甘肃天水云数据中心”，2023年应用于“国网湖南配网智能应用数据中心”。 2、据2026年5月8日公告，公司四家子公司在国家电网组合电器、隔离开关等四类产品招标中合计中标3.46亿元，占2025年营收的20.80%。 3、据2026年6月3日公告，公司证券简称由“长高电新”变更为“长高电气”，进一步凸显输变电设备制造主业。 4、据2026年4月27日年报及2026年4月30日一季报，公司2026年一季度归母净利润5662.03万元，同比增长69.27%，主要系高毛利产品结构占比提升及研发投入季度因素影响。	国内规模最大的高压隔离开关专业生产企业之一，曾先后为我国的第一条1100kV特高压交流输电工程	2026-03-05\|11.28\|2.73\|11.20\|11.41\|11.14\|574850;2026-03-06\|12.08\|7.09\|11.20\|12.10\|11.16\|822823;2026-03-09\|11.81\|-2.24\|11.40\|11.82\|11.21\|818353;2026-03-10\|11.90\|0.76\|11.70\|12.12\|11.50\|655534;2026-03-11\|12.88\|8.24\|11.86\|13.09\|11.64\|1005579;2026-03-12\|12.58\|-2.33\|12.50\|12.60\|12.12\|688542;2026-03-13\|12.41\|-1.35\|12.35\|12.43\|12.01\|382816;2026-03-16\|12.20\|-1.69\|12.43\|12.44\|11.93\|340910;2026-03-17\|11.62\|-4.75\|12.12\|12.14\|11.37\|452706;2026-03-18\|11.52\|-0.86\|11.41\|11.59\|11.26\|296217;2026-03-19\|11.20\|-2.78\|11.30\|11.30\|10.96\|300233;2026-03-20\|11.03\|-1.52\|11.23\|11.27\|10.92\|244503;2026-03-23\|10.64\|-3.54\|10.76\|10.98\|10.48\|233639;2026-03-24\|10.69\|0.47\|10.81\|10.87\|10.29\|243001;2026-03-25\|10.84\|1.40\|10.81\|11.03\|10.70\|269558;2026-03-26\|10.62\|-2.03\|10.82\|10.82\|10.46\|195421;2026-03-27\|11.30\|6.40\|10.38\|11.68\|10.35\|713702;2026-03-30\|10.99\|-2.74\|11.12\|11.16\|10.60\|457691;2026-03-31\|10.21\|-7.10\|10.82\|10.90\|10.19\|390038;2026-04-01\|10.50\|2.84\|10.49\|10.70\|10.35\|267956;2026-04-02\|10.21\|-2.76\|10.45\|10.66\|10.20\|186936;2026-04-03\|9.97\|-2.35\|10.21\|10.29\|9.94\|155213;2026-04-07\|9.90\|-0.70\|9.93\|10.03\|9.85\|120466;2026-04-08\|10.50\|6.06\|10.12\|10.55\|10.11\|262560;2026-04-09\|10.35\|-1.43\|10.36\|10.47\|10.30\|120953;2026-04-10\|10.44\|0.87\|10.47\|10.59\|10.41\|133662;2026-04-13\|10.29\|-1.44\|10.35\|10.42\|10.17\|161093;2026-04-14\|10.75\|4.47\|10.33\|10.83\|10.33\|249681;2026-04-15\|10.97\|2.05\|10.76\|11.30\|10.71\|302436;2026-04-16\|10.88\|-0.82\|10.97\|10.98\|10.65\|203642;2026-04-17\|10.84\|-0.37\|10.82\|10.98\|10.74\|166877;2026-04-20\|11.15\|2.86\|10.92\|11.30\|10.79\|283935;2026-04-21\|10.96\|-1.70\|11.06\|11.16\|10.78\|180627;2026-04-22\|11.30\|3.10\|10.95\|11.32\|10.90\|221828;2026-04-23\|11.21\|-0.80\|11.39\|11.50\|11.04\|189782;2026-04-24\|11.02\|-1.69\|11.10\|11.20\|10.91\|159546;2026-04-27\|10.93\|-0.82\|10.95\|11.03\|10.74\|160849;2026-04-28\|10.98\|0.46\|11.02\|11.30\|10.93\|241036;2026-04-29\|10.92\|-0.55\|10.99\|11.11\|10.85\|160137;2026-04-30\|10.96\|0.37\|11.29\|11.60\|10.82\|270665;2026-05-06\|11.21\|2.28\|11.10\|11.36\|11.02\|283225;2026-05-07\|11.17\|-0.36\|11.28\|11.35\|10.96\|280346;2026-05-08\|11.43\|2.33\|11.31\|11.52\|11.00\|403038;2026-05-11\|11.30\|-1.14\|11.51\|11.59\|11.23\|375188;2026-05-12\|11.28\|-0.18\|11.24\|11.48\|11.08\|277317;2026-05-13\|11.56\|2.48\|11.25\|11.67\|11.18\|430842;2026-05-14\|11.00\|-4.84\|11.62\|11.65\|11.00\|348984;2026-05-15\|10.80\|-1.82\|10.93\|11.09\|10.54\|289376;2026-05-18\|11.56\|7.04\|10.74\|11.70\|10.70\|593512;2026-05-19\|11.90\|2.94\|11.66\|12.03\|11.54\|408784;2026-05-20\|11.62\|-2.35\|11.80\|11.94\|11.54\|230213;2026-05-21\|11.28\|-2.93\|11.61\|11.83\|11.23\|303981;2026-05-22\|11.54\|2.31\|11.39\|11.58\|11.25\|176373;2026-05-25\|12.23\|5.98\|11.70\|12.69\|11.65\|688332;2026-05-26\|12.01\|-1.80\|12.38\|12.43\|11.91\|367076;2026-05-27\|12.33\|2.66\|12.03\|12.60\|11.94\|503745;2026-05-28\|12.43\|0.81\|12.24\|12.45\|12.03\|398822;2026-05-29\|11.57\|-6.24\|12.26\|12.34\|11.50\|372118;2026-06-01\|11.85\|2.42\|11.58\|12.29\|11.50\|283010;2026-06-02\|11.40\|-3.80\|11.74\|11.76\|10.92\|322564;2026-06-03\|11.26\|-1.23\|11.40\|11.50\|11.14\|220619;2026-06-04\|11.07\|-1.69\|11.15\|11.22\|10.94\|196794;2026-06-05\|11.27\|1.81\|11.07\|11.59\|10.87\|269201;2026-06-08\|11.14\|-1.15\|10.93\|11.18\|10.88\|194597;2026-06-09\|11.40\|2.33\|11.25\|11.52\|11.16\|192770;2026-06-10\|10.87\|-4.65\|11.25\|11.29\|10.77\|267689;2026-06-11\|10.74\|-1.20\|10.72\|10.81\|10.35\|182977;2026-06-12\|10.69\|-0.47\|10.85\|10.92\|10.64\|141271;2026-06-15\|11.13\|4.12\|10.75\|11.21\|10.75\|180725;2026-06-16\|11.22\|0.81\|11.18\|11.34\|11.06\|152097;2026-06-17\|11.22\|0.00\|11.18\|11.41\|11.12\|140410;2026-06-18\|11.05\|-1.52\|11.15\|11.32\|10.89\|158662;2026-06-22\|11.29\|2.17\|11.03\|11.31\|10.85\|221008;2026-06-23\|11.02\|-2.39\|11.29\|11.34\|10.86\|183811;2026-06-24\|12.12\|9.98\|11.20\|12.12\|11.08\|783741;2026-06-25\|12.93\|6.68\|12.34\|13.28\|12.29\|956527;2026-06-26\|12.49\|-3.40\|12.98\|13.14\|12.29\|481191;2026-06-29\|12.32\|-1.36\|12.50\|12.58\|11.80\|462719;2026-06-30\|12.77\|3.65\|12.31\|12.90\|12.18\|428634;2026-07-01\|12.36\|-3.21\|12.66\|12.77\|12.28\|324962;2026-07-02\|12.57\|1.70\|12.29\|13.03\|11.93\|429290;2026-07-03\|12.93\|2.86\|12.70\|13.25\|12.58\|487871;2026-07-06\|13.83\|6.96\|13.22\|13.86\|13.19\|610896;2026-07-07\|13.03\|-5.78\|13.51\|13.58\|12.95\|425339;2026-07-08\|12.12\|-6.98\|12.87\|12.97\|11.93\|436872;2026-07-09\|11.48\|-5.28\|12.06\|12.28\|11.05\|488026;2026-07-10\|11.18\|-2.61\|11.30\|11.58\|11.12\|301517;2026-07-13\|10.75\|-3.85\|11.05\|11.22\|10.73\|228411;2026-07-14\|10.71\|-0.37\|10.70\|10.89\|10.36\|238931;2026-07-15\|10.50\|-1.96\|10.71\|10.86\|10.40\|166304
111721	研究称数据中心将面临55GW的电力缺口	电力+新能源+煤电联营+央企行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年5月28日公司公告，公司股票于5月25日至27日连续三个交易日收盘价格涨幅偏离值累计超20%，经自查公司目前生产经营正常，不存在应披露而未披露的重大事项。 2、据2026年4月23日年报，公司是内蒙古区域大型综合性能源公司，主营火力发电、新能源发电及煤炭产销，期末可控装机1502.62万千瓦，其中火电装机1140万千瓦，依托特高压通道向华北电网直送；期末新能源装机提升至362.62万千瓦，清洁能源转型持续加速。 3、据2026年4月23日年报，公司拥有1500万吨煤炭产能，全资子公司魏家峁公司煤电一体化项目构建了“煤炭生产—电力转化—能源输送”的全产业链运营模式，煤电协同优势突出。 4、据2026年4月23日年报及2026年1月10日公告，公司实控人为中国华能集团有限公司，最终控制人为国务院国有资产监督管理委员会，具备央企背景。	中国华能集团旗下，主营以火力发电、供热为主，兼顾部分风力发电及煤炭业务	2026-03-05\|5.29\|0.76\|5.27\|5.29\|5.22\|811085;2026-03-06\|5.35\|1.13\|5.28\|5.41\|5.27\|783718;2026-03-09\|5.40\|0.93\|5.39\|5.48\|5.36\|1053679;2026-03-10\|5.36\|-0.74\|5.34\|5.40\|5.28\|768867;2026-03-11\|5.44\|1.49\|5.36\|5.46\|5.25\|824078;2026-03-12\|5.49\|0.92\|5.44\|5.51\|5.41\|776387;2026-03-13\|5.37\|-2.19\|5.49\|5.49\|5.34\|782410;2026-03-16\|5.18\|-3.54\|5.35\|5.39\|5.14\|926060;2026-03-17\|5.13\|-0.97\|5.19\|5.21\|5.10\|692599;2026-03-18\|5.19\|1.17\|5.16\|5.25\|5.13\|575198;2026-03-19\|5.17\|-0.39\|5.18\|5.29\|5.15\|584185;2026-03-20\|5.18\|0.19\|5.17\|5.30\|5.14\|705963;2026-03-23\|5.05\|-2.51\|5.15\|5.20\|5.02\|865075;2026-03-24\|5.24\|3.76\|5.14\|5.26\|5.10\|829530;2026-03-25\|5.36\|2.29\|5.23\|5.44\|5.19\|992081;2026-03-26\|5.33\|-0.56\|5.35\|5.39\|5.27\|756783;2026-03-27\|5.33\|0.00\|5.28\|5.40\|5.25\|638223;2026-03-30\|5.18\|-2.81\|5.28\|5.30\|5.13\|665662;2026-03-31\|5.12\|-1.16\|5.18\|5.20\|5.10\|598535;2026-04-01\|5.08\|-0.78\|5.14\|5.16\|5.05\|652406;2026-04-02\|5.08\|0.00\|5.08\|5.13\|5.04\|448410;2026-04-03\|4.99\|-1.77\|5.07\|5.08\|4.95\|469664;2026-04-07\|4.93\|-1.20\|4.98\|4.99\|4.89\|396864;2026-04-08\|4.99\|1.22\|4.95\|4.99\|4.93\|531748;2026-04-09\|4.95\|-0.80\|4.97\|4.99\|4.92\|316620;2026-04-10\|5.00\|1.01\|5.36\|5.36\|5.00\|1534405;2026-04-13\|4.80\|-4.00\|4.90\|4.92\|4.74\|1339846;2026-04-14\|4.67\|-2.71\|4.82\|4.90\|4.63\|1315820;2026-04-15\|4.73\|1.28\|4.66\|4.75\|4.59\|881992;2026-04-16\|4.68\|-1.06\|4.71\|4.73\|4.65\|517155;2026-04-17\|4.64\|-0.85\|4.66\|4.69\|4.60\|516542;2026-04-20\|4.63\|-0.22\|4.61\|4.66\|4.60\|425290;2026-04-21\|4.80\|3.67\|4.65\|4.81\|4.63\|839573;2026-04-22\|4.77\|-0.62\|4.78\|4.88\|4.75\|639976;2026-04-23\|4.65\|-2.52\|4.60\|4.69\|4.50\|1328615;2026-04-24\|4.71\|1.29\|4.62\|4.79\|4.61\|836726;2026-04-27\|4.56\|-3.18\|4.69\|4.70\|4.55\|950713;2026-04-28\|4.65\|1.97\|4.54\|4.67\|4.52\|748984;2026-04-29\|4.69\|0.86\|4.65\|4.74\|4.63\|601613;2026-04-30\|4.64\|-1.07\|4.68\|4.70\|4.61\|425890;2026-05-06\|4.73\|1.94\|4.65\|4.74\|4.61\|715413;2026-05-07\|4.85\|2.54\|4.73\|4.86\|4.71\|904882;2026-05-08\|4.85\|0.00\|4.86\|5.09\|4.79\|958409;2026-05-11\|4.80\|-1.03\|4.84\|4.94\|4.78\|1003768;2026-05-12\|4.86\|1.25\|4.80\|4.93\|4.80\|1093111;2026-05-13\|4.95\|1.85\|4.88\|5.08\|4.86\|1492818;2026-05-14\|4.87\|-1.62\|5.00\|5.06\|4.87\|1170511;2026-05-15\|4.84\|-0.62\|4.85\|4.91\|4.73\|859409;2026-05-18\|4.93\|1.86\|4.81\|4.97\|4.80\|817070;2026-05-19\|5.42\|9.94\|4.97\|5.42\|4.97\|1600658;2026-05-20\|5.38\|-0.74\|5.70\|5.96\|5.36\|5110476;2026-05-21\|5.58\|3.72\|5.18\|5.88\|5.16\|3932989;2026-05-22\|5.39\|-3.40\|5.32\|5.75\|5.19\|3009513;2026-05-25\|5.93\|10.02\|5.34\|5.93\|5.34\|3738015;2026-05-26\|6.10\|2.87\|5.92\|6.30\|5.70\|4593723;2026-05-27\|6.71\|10.00\|5.93\|6.71\|5.93\|4003190;2026-05-28\|6.64\|-1.04\|6.90\|7.31\|6.56\|6405349;2026-05-29\|7.30\|9.94\|6.64\|7.30\|6.47\|5952848;2026-06-01\|7.92\|8.49\|7.66\|8.03\|7.00\|7790381;2026-06-02\|7.38\|-6.82\|7.49\|7.59\|7.20\|5832057;2026-06-03\|7.39\|0.14\|7.03\|7.79\|6.70\|6982130;2026-06-04\|6.88\|-6.90\|7.14\|7.39\|6.86\|4325552;2026-06-05\|6.23\|-9.45\|6.80\|7.08\|6.19\|4402007;2026-06-08\|6.06\|-2.73\|5.98\|6.39\|5.97\|3289652;2026-06-09\|6.08\|0.33\|6.00\|6.15\|5.76\|3491677;2026-06-10\|5.62\|-7.57\|5.98\|5.98\|5.56\|3150896;2026-06-11\|5.49\|-2.31\|5.50\|5.67\|5.46\|2243180;2026-06-12\|5.52\|0.55\|5.47\|5.58\|5.40\|2444120;2026-06-15\|5.67\|2.72\|5.50\|5.70\|5.41\|2252792;2026-06-16\|5.72\|0.88\|5.68\|5.92\|5.65\|2457737;2026-06-17\|5.68\|-0.70\|5.70\|5.83\|5.52\|2355163;2026-06-18\|5.36\|-5.63\|5.76\|5.94\|5.31\|3431623;2026-06-22\|5.28\|-1.49\|5.36\|5.39\|5.17\|2409569;2026-06-23\|5.14\|-2.65\|5.25\|5.34\|5.11\|1867045;2026-06-24\|5.01\|-2.53\|5.07\|5.13\|4.99\|1791948;2026-06-25\|4.92\|-1.80\|4.96\|5.02\|4.87\|1674339;2026-06-26\|4.84\|-1.63\|4.92\|5.09\|4.83\|1860227;2026-06-29\|4.83\|-0.21\|4.80\|4.90\|4.73\|1465546;2026-06-30\|4.70\|-2.69\|4.81\|4.82\|4.67\|1446743;2026-07-01\|4.85\|3.19\|4.70\|4.87\|4.64\|1615437;2026-07-02\|4.66\|-3.92\|4.85\|4.95\|4.64\|1740743;2026-07-03\|4.60\|-1.29\|4.64\|4.71\|4.55\|1302953;2026-07-06\|4.47\|-2.83\|4.58\|4.62\|4.46\|1314966;2026-07-07\|4.31\|-3.58\|4.46\|4.48\|4.30\|1073527;2026-07-08\|4.36\|1.16\|4.30\|4.39\|4.26\|1235243;2026-07-09\|4.49\|2.98\|4.34\|4.57\|4.32\|1807997;2026-07-10\|4.77\|6.24\|4.47\|4.84\|4.40\|2615676;2026-07-13\|4.75\|-0.42\|4.69\|4.83\|4.66\|2135804;2026-07-14\|4.82\|1.47\|4.68\|4.82\|4.66\|1623096;2026-07-15\|4.76\|-1.24\|4.77\|4.90\|4.72\|1319485
111720	研究称数据中心将面临55GW的电力缺口	风光火储一体化+火电+北京国资行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据央视新闻，美国国家海洋和大气管理局6月11日宣布，热带太平洋已形成厄尔尼诺现象，并发布厄尔尼诺预警。公司原因： 1、据2026年5月13日公告，公司乌兰察布京大1500MW“风光火储一体化”大型风电光伏基地项目获得核准，项目总装机150万千瓦，总投资87.41亿元。 2、据2026年5月26日异动公告及2025年年报，公司主营火力发电及供热，截至2025年末总装机容量2466.7万千瓦，其中火电装机2139万千瓦，是北京地区最大火电企业。 3、据2025年年报，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，正转型综合能源服务商，布局“电热氢储”多能互补体系。	北京地区最大的火力发电企业；主营业务以燃煤火力发电和供热为主，主要向京津唐电网、蒙西电网、山西电网、豫北电网供电	2026-03-05\|5.45\|0.93\|5.44\|5.52\|5.40\|434828;2026-03-06\|5.56\|2.02\|5.43\|5.59\|5.40\|405017;2026-03-09\|5.50\|-1.08\|5.58\|5.64\|5.48\|528183;2026-03-10\|5.47\|-0.55\|5.51\|5.55\|5.41\|367035;2026-03-11\|5.58\|2.01\|5.49\|5.60\|5.36\|511197;2026-03-12\|5.89\|5.56\|5.59\|5.92\|5.59\|1275773;2026-03-13\|5.66\|-3.90\|5.95\|5.96\|5.65\|859775;2026-03-16\|5.38\|-4.95\|5.64\|5.71\|5.36\|699130;2026-03-17\|5.32\|-1.12\|5.35\|5.45\|5.31\|427713;2026-03-18\|5.40\|1.50\|5.32\|5.45\|5.31\|457075;2026-03-19\|5.33\|-1.30\|5.35\|5.44\|5.31\|360072;2026-03-20\|5.42\|1.69\|5.31\|5.51\|5.31\|596826;2026-03-23\|5.10\|-5.90\|5.32\|5.36\|5.07\|752865;2026-03-24\|5.32\|4.31\|5.16\|5.33\|5.10\|520555;2026-03-25\|5.73\|7.71\|5.35\|5.78\|5.35\|1060796;2026-03-26\|5.62\|-1.92\|5.70\|5.72\|5.53\|793640;2026-03-27\|5.57\|-0.89\|5.56\|5.68\|5.44\|560288;2026-03-30\|5.29\|-5.03\|5.50\|5.53\|5.20\|693967;2026-03-31\|5.08\|-3.97\|5.26\|5.27\|5.07\|620097;2026-04-01\|5.22\|2.76\|5.15\|5.31\|5.09\|575688;2026-04-02\|5.13\|-1.72\|5.20\|5.24\|5.09\|335460;2026-04-03\|5.00\|-2.53\|5.13\|5.15\|5.00\|338853;2026-04-07\|5.01\|0.20\|5.01\|5.06\|4.97\|239391;2026-04-08\|5.15\|2.79\|5.08\|5.15\|5.08\|328646;2026-04-09\|5.17\|0.39\|5.13\|5.20\|5.09\|284595;2026-04-10\|5.18\|0.19\|5.18\|5.25\|5.16\|202464;2026-04-13\|5.14\|-0.77\|5.15\|5.18\|5.07\|288172;2026-04-14\|5.19\|0.97\|5.16\|5.24\|5.14\|230587;2026-04-15\|5.22\|0.58\|5.19\|5.25\|5.16\|267582;2026-04-16\|5.32\|1.92\|5.21\|5.34\|5.20\|286236;2026-04-17\|5.30\|-0.38\|5.30\|5.35\|5.26\|168315;2026-04-20\|5.32\|0.38\|5.30\|5.34\|5.26\|267510;2026-04-21\|5.46\|2.63\|5.32\|5.52\|5.29\|415468;2026-04-22\|5.50\|0.73\|5.43\|5.53\|5.42\|332758;2026-04-23\|5.53\|0.55\|5.49\|5.57\|5.41\|409190;2026-04-24\|5.48\|-0.90\|5.50\|5.53\|5.42\|356419;2026-04-27\|5.01\|-8.58\|5.15\|5.15\|4.98\|1122681;2026-04-28\|4.86\|-2.99\|4.98\|5.03\|4.78\|859498;2026-04-29\|4.93\|1.44\|4.84\|4.96\|4.81\|512803;2026-04-30\|4.88\|-1.01\|4.92\|4.93\|4.83\|403439;2026-05-06\|5.00\|2.46\|4.87\|5.02\|4.86\|623040;2026-05-07\|5.10\|2.00\|5.00\|5.11\|5.00\|516200;2026-05-08\|5.13\|0.59\|5.10\|5.35\|5.07\|717383;2026-05-11\|5.18\|0.97\|5.14\|5.23\|5.11\|472437;2026-05-12\|5.26\|1.54\|5.18\|5.35\|5.15\|826554;2026-05-13\|5.79\|10.08\|5.45\|5.79\|5.41\|966718;2026-05-14\|6.37\|10.02\|6.37\|6.37\|6.10\|2176977;2026-05-15\|7.01\|10.05\|6.50\|7.01\|5.88\|4434591;2026-05-18\|7.71\|9.99\|7.23\|7.71\|7.23\|2407024;2026-05-19\|8.27\|7.26\|7.71\|8.48\|6.98\|5202994;2026-05-20\|7.44\|-10.04\|8.02\|8.09\|7.44\|2899538;2026-05-21\|8.18\|9.95\|7.03\|8.18\|6.85\|5474999;2026-05-22\|8.22\|0.49\|7.92\|8.90\|7.64\|5276192;2026-05-25\|9.04\|9.98\|8.38\|9.04\|8.38\|2428734;2026-05-26\|9.17\|1.44\|9.49\|9.89\|9.15\|5033831;2026-05-27\|9.70\|5.78\|9.05\|9.87\|8.98\|4694663;2026-05-28\|9.21\|-5.05\|9.50\|10.05\|9.13\|4557016;2026-05-29\|9.38\|1.85\|8.90\|9.70\|8.66\|4147278;2026-06-01\|8.44\|-10.02\|9.33\|9.38\|8.44\|3643176;2026-06-02\|8.49\|0.59\|8.39\|8.75\|7.93\|3201300;2026-06-03\|9.34\|10.01\|8.24\|9.34\|8.10\|3469769;2026-06-04\|9.36\|0.21\|9.50\|9.96\|9.33\|4446579;2026-06-05\|8.46\|-9.62\|9.53\|9.85\|8.46\|3307408;2026-06-08\|8.82\|4.26\|8.16\|9.13\|8.03\|3178546;2026-06-09\|9.13\|3.51\|8.61\|9.18\|8.15\|3412168;2026-06-10\|8.22\|-9.97\|8.85\|9.09\|8.22\|2720811;2026-06-11\|7.78\|-5.35\|8.04\|8.25\|7.68\|2628129;2026-06-12\|7.49\|-3.73\|7.80\|7.93\|7.46\|2471924;2026-06-15\|8.24\|10.01\|7.45\|8.24\|7.29\|2763956;2026-06-16\|8.16\|-0.97\|8.33\|8.78\|8.14\|2920013;2026-06-17\|8.02\|-1.72\|8.26\|8.33\|7.81\|2602209;2026-06-18\|7.59\|-5.36\|7.90\|8.01\|7.50\|2033813;2026-06-22\|7.49\|-1.32\|7.58\|7.68\|7.40\|1790992;2026-06-23\|7.13\|-4.81\|7.35\|7.41\|7.04\|1639284;2026-06-24\|7.07\|-0.84\|7.01\|7.16\|6.88\|1439899;2026-06-25\|6.91\|-2.26\|7.03\|7.13\|6.86\|1126210;2026-06-26\|6.59\|-4.63\|6.95\|7.20\|6.58\|1794185;2026-06-29\|6.59\|0.00\|6.59\|6.70\|6.45\|1278569;2026-06-30\|6.45\|-2.12\|6.51\|6.53\|6.30\|1001697;2026-07-01\|6.59\|2.17\|6.45\|6.69\|6.32\|1496300;2026-07-02\|6.19\|-6.07\|6.52\|6.80\|6.16\|1751485;2026-07-03\|6.18\|-0.16\|6.23\|6.28\|6.12\|1074820;2026-07-06\|5.97\|-3.40\|6.14\|6.22\|5.96\|961471;2026-07-07\|5.74\|-3.85\|5.96\|5.96\|5.72\|882850;2026-07-08\|5.60\|-2.44\|5.76\|5.76\|5.59\|715474;2026-07-09\|5.82\|3.93\|5.60\|5.85\|5.53\|1094551;2026-07-10\|5.89\|1.20\|5.82\|6.04\|5.75\|1024916;2026-07-13\|5.62\|-4.58\|5.81\|5.89\|5.60\|872189;2026-07-14\|5.70\|1.42\|5.60\|5.70\|5.54\|771259;2026-07-15\|5.72\|0.35\|5.67\|5.85\|5.64\|813874
111719	研究称数据中心将面临55GW的电力缺口	绿电+火电+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月30日年报，公司控股铁岭2.5万千瓦风电离网制氢一体化项目已投产，新能源装机50.25万千瓦，绿氢业务落地。 2、据2026年4月30日年报，公司主营火电226万千瓦、新能源50.25万千瓦，承担辽宁4458万平方米供热，最终控制人为国务院国资委。 3、据2026年5月11日财闻，国家能源局等四部门印发《关于促进人工智能与能源双向赋能的行动方案》，绿电概念活跃，公司作为绿电标的跟涨。	辽宁省重要电力和热力供应商	2026-03-05\|3.33\|1.22\|3.33\|3.37\|3.30\|328079;2026-03-06\|3.66\|9.91\|3.32\|3.66\|3.31\|977471;2026-03-09\|3.63\|-0.82\|3.51\|3.77\|3.48\|1847833;2026-03-10\|3.88\|6.89\|3.68\|3.90\|3.58\|1792647;2026-03-11\|3.88\|0.00\|3.80\|3.95\|3.62\|1723261;2026-03-12\|4.14\|6.70\|3.84\|4.26\|3.78\|1852404;2026-03-13\|3.88\|-6.28\|4.00\|4.15\|3.81\|1582216;2026-03-16\|4.27\|10.05\|4.27\|4.27\|4.27\|788495;2026-03-17\|4.70\|10.07\|4.31\|4.70\|4.27\|1845999;2026-03-18\|5.17\|10.00\|5.17\|5.17\|5.17\|640307;2026-03-19\|5.69\|10.06\|5.24\|5.69\|5.19\|1842490;2026-03-20\|6.26\|10.02\|6.10\|6.26\|5.58\|3937304;2026-03-23\|6.89\|10.06\|6.65\|6.89\|6.60\|1683238;2026-03-24\|7.58\|10.01\|6.90\|7.58\|6.89\|2367293;2026-03-25\|8.34\|10.03\|8.01\|8.34\|8.01\|998932;2026-03-26\|8.88\|6.47\|8.96\|9.17\|8.40\|3450974;2026-03-27\|8.99\|1.24\|9.23\|9.49\|8.51\|3751972;2026-03-30\|8.09\|-10.01\|8.46\|8.68\|8.09\|1209571;2026-03-31\|8.35\|3.21\|7.52\|8.72\|7.31\|4037494;2026-04-01\|7.52\|-9.94\|7.80\|8.19\|7.52\|2875296;2026-04-02\|7.34\|-2.39\|7.46\|7.76\|7.03\|2980543;2026-04-03\|7.08\|-3.54\|7.34\|7.67\|7.07\|2527295;2026-04-07\|7.52\|6.21\|7.09\|7.57\|6.89\|2505099;2026-04-08\|7.68\|2.13\|7.37\|7.79\|7.37\|2729660;2026-04-09\|7.14\|-7.03\|7.69\|7.86\|7.04\|2581099;2026-04-10\|6.64\|-7.00\|7.19\|7.20\|6.59\|2310725;2026-04-13\|7.30\|9.94\|6.65\|7.30\|6.52\|2429743;2026-04-14\|8.03\|10.00\|7.60\|8.03\|7.52\|1873030;2026-04-15\|8.05\|0.25\|8.13\|8.66\|7.61\|4392251;2026-04-16\|7.29\|-9.44\|7.68\|7.75\|7.25\|2781496;2026-04-17\|7.14\|-2.06\|7.29\|7.70\|7.10\|2559714;2026-04-20\|7.39\|3.50\|7.06\|7.51\|6.90\|2468597;2026-04-21\|8.13\|10.01\|7.40\|8.13\|6.95\|3035972;2026-04-22\|8.94\|9.96\|8.13\|8.94\|8.13\|2520809;2026-04-23\|9.83\|9.96\|9.29\|9.83\|8.05\|4049628;2026-04-24\|9.20\|-6.41\|9.65\|10.80\|9.11\|4355970;2026-04-27\|10.12\|10.00\|8.52\|10.12\|8.51\|2815152;2026-04-28\|10.80\|6.72\|10.13\|11.13\|10.06\|4496950;2026-04-29\|10.43\|-3.43\|10.10\|11.30\|10.10\|3659514;2026-04-30\|9.92\|-4.89\|10.34\|10.86\|9.65\|2555498;2026-05-06\|10.91\|9.98\|10.08\|10.91\|10.08\|3208602;2026-05-07\|12.00\|9.99\|10.91\|12.00\|10.91\|1682810;2026-05-08\|12.44\|3.67\|12.38\|13.20\|12.20\|3513191;2026-05-11\|13.68\|9.97\|12.67\|13.68\|12.67\|2386658;2026-05-12\|15.05\|10.01\|14.00\|15.05\|12.93\|3305538;2026-05-13\|16.56\|10.03\|15.05\|16.56\|15.05\|1584636;2026-05-14\|16.64\|0.48\|17.65\|18.15\|15.90\|3613600;2026-05-15\|17.43\|4.75\|15.80\|18.00\|14.99\|3439004;2026-05-18\|15.69\|-9.98\|16.50\|17.15\|15.69\|2345763;2026-05-19\|16.15\|2.93\|14.15\|16.90\|14.15\|2880302;2026-05-20\|14.54\|-9.97\|15.55\|15.55\|14.54\|2048248;2026-05-21\|14.23\|-2.13\|14.50\|15.27\|14.20\|2151487;2026-05-22\|14.56\|2.32\|14.39\|14.70\|13.89\|1933716;2026-05-25\|16.02\|10.03\|14.75\|16.02\|14.58\|2747666;2026-05-26\|16.88\|5.37\|16.02\|17.60\|15.51\|3081919;2026-05-27\|18.57\|10.01\|16.49\|18.57\|16.26\|2413354;2026-05-28\|19.26\|3.72\|19.50\|20.21\|18.18\|3499163;2026-05-29\|20.03\|4.00\|19.18\|20.80\|19.18\|2995666;2026-06-01\|18.50\|-7.64\|19.99\|20.00\|18.03\|2999250;2026-06-02\|19.40\|4.86\|18.50\|19.88\|17.63\|2936978;2026-06-03\|21.34\|10.00\|18.78\|21.34\|18.40\|3068938;2026-06-04\|21.97\|2.95\|20.80\|22.10\|20.80\|2735160;2026-06-05\|20.01\|-8.92\|22.45\|23.04\|19.80\|2901794;2026-06-08\|19.30\|-3.55\|19.46\|20.88\|18.40\|2491526;2026-06-09\|21.23\|10.00\|19.60\|21.23\|18.60\|3022532;2026-06-10\|19.11\|-9.99\|20.85\|21.20\|19.11\|2819825;2026-06-11\|17.73\|-7.22\|18.80\|19.36\|17.60\|2549869;2026-06-12\|17.50\|-1.30\|17.90\|18.47\|16.58\|2813667;2026-06-15\|17.83\|1.89\|16.99\|18.20\|16.51\|2236979;2026-06-16\|18.55\|4.04\|17.83\|18.95\|17.34\|2278431;2026-06-17\|17.80\|-4.04\|18.65\|19.20\|17.67\|2199750;2026-06-18\|16.38\|-7.98\|17.58\|17.70\|16.24\|2252269;2026-06-22\|16.39\|0.06\|16.24\|16.78\|16.00\|1799766;2026-06-23\|15.66\|-4.45\|16.10\|16.65\|15.50\|1834914;2026-06-24\|15.77\|0.70\|15.30\|16.15\|14.93\|1990117;2026-06-25\|15.24\|-3.36\|15.69\|15.86\|14.97\|1510576;2026-06-26\|15.37\|0.85\|15.42\|16.76\|15.23\|2634851;2026-06-29\|16.20\|5.40\|15.09\|16.20\|14.50\|2281691;2026-06-30\|14.96\|-7.65\|15.80\|15.85\|14.67\|1962241;2026-07-01\|15.36\|2.67\|15.24\|15.76\|14.30\|2133180;2026-07-02\|13.82\|-10.03\|15.00\|16.00\|13.82\|2224827;2026-07-03\|13.20\|-4.49\|13.76\|13.96\|12.91\|1691980;2026-07-06\|12.66\|-4.09\|13.21\|13.34\|12.63\|1445097;2026-07-07\|12.35\|-2.45\|12.50\|12.64\|12.12\|1185859;2026-07-08\|11.74\|-4.94\|12.35\|12.55\|11.70\|1027581;2026-07-09\|12.22\|4.09\|11.80\|12.59\|11.64\|1328459;2026-07-10\|12.90\|5.56\|12.20\|13.44\|12.03\|2029443;2026-07-13\|11.61\|-10.00\|12.00\|12.62\|11.61\|1401385;2026-07-14\|11.92\|2.67\|11.59\|12.06\|11.32\|1264049;2026-07-15\|12.27\|2.94\|12.24\|12.88\|11.88\|1363950
111718	研究称数据中心将面临55GW的电力缺口	电力+赞比亚光伏+低空经济+郴州国资行业原因：日前，国家发展改革委、国家能源局发布《关于有序推动多用户绿电直连发展有关事项的通知》，推动消费侧新模式新业态新场景创新发展，实现更高水平、更大范围新能源就近消纳利用。公司原因： 1、据2026年4月24日年报及2025年半年报，公司主营供电、供水业务，同时布局工业气体、水电开发、污水处理及新能源开发等领域。 2、据2026年4月8日投资者关系活动记录表，赞比亚纳马伦杜10MW光伏发电项目正顺利推进，CHOMA地区50MW光伏项目仍在积极洽谈推进中。 3、据2026年4月24日年报，公司重塑子公司郴电科技，导入低空经济新赛道，新拓展无人机巡检业务，自主研发的光伏数字化运维平台接入电站55座。 4、据2026年4月24日年报，公司最终控制人为郴州市人民政府，属于地方国有企业，是湖南省最大的地方电网。	实控人为湖南省郴州市国资委，主营售水售电业务	2026-03-05\|10.22\|0.29\|10.30\|10.35\|10.17\|102593;2026-03-06\|10.54\|3.13\|10.15\|10.57\|10.14\|133049;2026-03-09\|10.74\|1.90\|10.53\|10.76\|10.46\|145232;2026-03-10\|10.57\|-1.58\|10.73\|10.93\|10.54\|127906;2026-03-11\|10.79\|2.08\|10.56\|10.80\|10.45\|107957;2026-03-12\|10.88\|0.83\|10.79\|11.08\|10.72\|150603;2026-03-13\|10.72\|-1.47\|10.89\|11.07\|10.69\|112289;2026-03-16\|10.48\|-2.24\|10.72\|10.86\|10.40\|102618;2026-03-17\|10.37\|-1.05\|10.47\|10.65\|10.36\|112782;2026-03-18\|10.42\|0.48\|10.39\|10.53\|10.33\|72168;2026-03-19\|10.22\|-1.92\|10.35\|10.50\|10.17\|71125;2026-03-20\|10.10\|-1.17\|10.21\|10.42\|10.06\|90768;2026-03-23\|9.72\|-3.76\|9.94\|10.09\|9.64\|137230;2026-03-24\|10.34\|6.38\|9.90\|10.35\|9.80\|140218;2026-03-25\|10.76\|4.06\|10.35\|10.95\|10.30\|185362;2026-03-26\|10.76\|0.00\|10.85\|10.85\|10.53\|153253;2026-03-27\|10.73\|-0.28\|10.65\|10.94\|10.52\|119497;2026-03-30\|10.26\|-4.38\|10.52\|10.72\|10.01\|150968;2026-03-31\|9.90\|-3.51\|10.36\|10.36\|9.88\|105232;2026-04-01\|9.72\|-1.82\|10.08\|10.09\|9.64\|123735;2026-04-02\|9.52\|-2.06\|9.66\|9.88\|9.46\|83036;2026-04-03\|9.04\|-5.04\|9.56\|9.56\|8.93\|104821;2026-04-07\|9.31\|2.99\|9.23\|9.42\|9.10\|89521;2026-04-08\|9.66\|3.76\|9.43\|9.69\|9.35\|76698;2026-04-09\|9.36\|-3.11\|9.70\|9.70\|9.33\|68056;2026-04-10\|9.40\|0.43\|9.39\|9.60\|9.35\|65357;2026-04-13\|9.95\|5.85\|9.40\|9.95\|9.33\|135741;2026-04-14\|10.19\|2.41\|10.00\|10.40\|9.92\|127269;2026-04-15\|9.97\|-2.16\|10.19\|10.25\|9.94\|88769;2026-04-16\|9.85\|-1.20\|9.97\|10.02\|9.79\|76657;2026-04-17\|9.84\|-0.10\|9.85\|9.91\|9.77\|59444;2026-04-20\|10.16\|3.25\|9.86\|10.23\|9.81\|91053;2026-04-21\|10.24\|0.79\|10.11\|10.33\|10.03\|77320;2026-04-22\|10.29\|0.49\|10.25\|10.55\|10.19\|107469;2026-04-23\|10.14\|-1.46\|10.29\|10.29\|9.99\|93934;2026-04-24\|10.10\|-0.39\|10.34\|10.37\|10.04\|87986;2026-04-27\|10.18\|0.79\|10.02\|10.39\|9.94\|108221;2026-04-28\|9.82\|-3.54\|10.10\|10.19\|9.73\|130505;2026-04-29\|9.98\|1.63\|9.75\|10.14\|9.75\|90531;2026-04-30\|9.93\|-0.50\|10.07\|10.12\|9.89\|74235;2026-05-06\|10.05\|1.21\|10.03\|10.14\|9.98\|85210;2026-05-07\|10.94\|8.86\|10.10\|11.06\|9.98\|381944;2026-05-08\|11.22\|2.56\|10.80\|11.64\|10.76\|359211;2026-05-11\|11.25\|0.27\|11.22\|11.60\|11.15\|205719;2026-05-12\|11.16\|-0.80\|11.22\|11.44\|11.11\|136040;2026-05-13\|11.04\|-1.08\|11.16\|11.38\|10.78\|167375;2026-05-14\|10.64\|-3.62\|11.14\|11.16\|10.64\|153945;2026-05-15\|10.42\|-2.07\|10.53\|10.70\|10.21\|114876;2026-05-18\|10.73\|2.98\|10.33\|11.10\|10.30\|168902;2026-05-19\|10.83\|0.93\|10.74\|10.92\|10.62\|104447;2026-05-20\|10.53\|-2.77\|10.80\|10.80\|10.37\|119103;2026-05-21\|10.16\|-3.51\|10.45\|10.68\|10.11\|132958;2026-05-22\|10.32\|1.57\|10.16\|10.42\|10.09\|92624;2026-05-25\|11.35\|9.98\|10.33\|11.35\|10.20\|248524;2026-05-26\|12.00\|5.73\|11.43\|12.06\|11.35\|415889;2026-05-27\|12.06\|0.50\|12.01\|12.20\|11.79\|241809;2026-05-28\|12.07\|0.08\|12.00\|12.50\|11.88\|278283;2026-05-29\|11.83\|-1.99\|12.09\|12.32\|11.81\|221273;2026-06-01\|11.41\|-3.55\|11.66\|11.83\|11.00\|237790;2026-06-02\|11.19\|-1.93\|11.50\|11.59\|10.93\|150793;2026-06-03\|11.26\|0.63\|11.13\|11.49\|10.88\|178289;2026-06-04\|10.85\|-3.64\|11.02\|11.14\|10.76\|151285;2026-06-05\|10.43\|-3.87\|10.80\|10.84\|10.33\|130142;2026-06-08\|9.70\|-7.00\|10.08\|10.39\|9.61\|146390;2026-06-09\|9.56\|-0.10\|9.70\|9.78\|9.35\|94330;2026-06-10\|9.33\|-2.41\|9.47\|9.47\|9.13\|88337;2026-06-11\|9.55\|2.36\|9.25\|9.85\|9.09\|137864;2026-06-12\|9.34\|-2.20\|9.86\|10.15\|9.30\|143614;2026-06-15\|9.23\|-1.18\|9.33\|9.40\|9.17\|104100;2026-06-16\|9.05\|-1.95\|9.20\|9.26\|9.03\|90237;2026-06-17\|8.78\|-2.98\|9.03\|9.09\|8.73\|105729;2026-06-18\|8.56\|-2.51\|8.70\|8.81\|8.50\|91869;2026-06-22\|8.45\|-1.28\|8.55\|8.62\|8.33\|102288;2026-06-23\|8.51\|0.71\|8.43\|8.66\|8.40\|82247;2026-06-24\|8.09\|-4.94\|8.47\|8.49\|7.99\|90365;2026-06-25\|7.80\|-3.58\|8.03\|8.05\|7.73\|95318;2026-06-26\|7.63\|-2.18\|7.84\|7.90\|7.59\|81300;2026-06-29\|7.59\|-0.52\|7.48\|7.70\|7.36\|82740;2026-06-30\|7.63\|0.53\|7.60\|7.68\|7.48\|71273;2026-07-01\|7.69\|0.79\|7.63\|7.79\|7.62\|80040;2026-07-02\|7.84\|1.95\|7.68\|8.11\|7.67\|124104;2026-07-03\|8.04\|2.55\|7.82\|8.22\|7.77\|113186;2026-07-06\|7.78\|-3.23\|8.08\|8.25\|7.75\|88871;2026-07-07\|7.47\|-3.98\|7.75\|7.76\|7.39\|74968;2026-07-08\|7.34\|-1.74\|7.39\|7.48\|7.31\|46916;2026-07-09\|7.28\|-0.82\|7.25\|7.38\|7.07\|66334;2026-07-10\|7.43\|2.06\|7.28\|7.57\|7.18\|66644;2026-07-13\|7.27\|-2.15\|7.43\|7.51\|7.20\|59033;2026-07-14\|7.45\|2.48\|7.20\|7.46\|7.18\|67810;2026-07-15\|7.74\|3.89\|7.70\|8.03\|7.62\|104124
111717	研究称数据中心将面临55GW的电力缺口	绿氢氨醇+新能源装机+央企行业原因：日前，国家发展改革委、国家能源局发布《关于有序推动多用户绿电直连发展有关事项的通知》，推动消费侧新模式新业态新场景创新发展，实现更高水平、更大范围新能源就近消纳利用。公司原因： 1、据2026年5月22日互动易，公司是国家电投集团面向全球的绿色氢基能源产业平台，大安风光制绿氢合成氨一体化示范项目试运行投产后，斩获五项全球之最，拿下全球首张可再生燃料氨国际认证，目前已安全稳定运行超200天。 2、据2025年年度报告，公司主营业务涵盖火电、新能源、绿色氢基能源等领域。报告期末，公司发电总装机容量1631.92万千瓦，其中清洁能源装机1301.92万千瓦（风电503.44万千瓦、太阳能795.48万千瓦、生物质3万千瓦），占比79.78%；火电装机330万千瓦，占比20.22%；供热面积近7000万平方米，为所在城市核心热源。 3、据2025年年度报告，公司实际控制人为国家电投集团，最终控制人为国务院国资委，系央企绿色氢基能源唯一平台。	实控人为国家电力投资集团，吉林省电力龙头，以电力、热力生产运营、配售电、电站开发建设、电站服务为主营业务，其中光伏产品收入占20%	2026-03-05\|8.03\|2.42\|8.02\|8.19\|7.84\|1685872;2026-03-06\|7.93\|-1.25\|8.05\|8.18\|7.87\|1315938;2026-03-09\|8.03\|1.26\|8.06\|8.15\|7.86\|1464723;2026-03-10\|8.01\|-0.25\|7.96\|8.37\|7.92\|1705254;2026-03-11\|8.04\|0.37\|7.98\|8.15\|7.76\|1468177;2026-03-12\|7.95\|-1.12\|8.00\|8.01\|7.72\|1426308;2026-03-13\|8.01\|0.75\|7.96\|8.25\|7.75\|1586266;2026-03-16\|7.57\|-5.49\|8.08\|8.14\|7.50\|1634587;2026-03-17\|7.21\|-4.76\|7.58\|7.59\|7.18\|1251900;2026-03-18\|7.23\|0.28\|7.23\|7.38\|7.16\|795133;2026-03-19\|7.20\|-0.41\|7.19\|7.32\|7.15\|640122;2026-03-20\|7.22\|0.28\|7.21\|7.54\|7.18\|1027682;2026-03-23\|7.06\|-2.22\|7.13\|7.34\|6.97\|1171661;2026-03-24\|7.30\|3.40\|7.20\|7.32\|6.98\|1026848;2026-03-25\|7.49\|2.60\|7.25\|7.64\|7.20\|1263208;2026-03-26\|7.26\|-3.07\|7.48\|7.48\|7.22\|854741;2026-03-27\|7.20\|-0.83\|7.17\|7.31\|7.09\|625723;2026-03-30\|6.69\|-7.08\|7.11\|7.18\|6.62\|1237157;2026-03-31\|6.51\|-2.69\|6.81\|6.95\|6.48\|953622;2026-04-01\|6.48\|-0.46\|6.64\|6.64\|6.43\|738562;2026-04-02\|6.24\|-3.70\|6.47\|6.50\|6.19\|732603;2026-04-03\|6.10\|-2.24\|6.24\|6.25\|6.01\|566038;2026-04-07\|6.12\|0.33\|6.11\|6.19\|6.08\|346071;2026-04-08\|6.40\|4.58\|6.20\|6.43\|6.20\|595406;2026-04-09\|6.41\|0.16\|6.34\|6.54\|6.26\|541169;2026-04-10\|6.44\|0.47\|6.42\|6.50\|6.41\|354508;2026-04-13\|6.62\|2.79\|6.44\|6.68\|6.40\|700223;2026-04-14\|6.54\|-1.21\|6.63\|6.69\|6.50\|458493;2026-04-15\|6.49\|-0.76\|6.54\|6.62\|6.47\|372264;2026-04-16\|6.67\|2.77\|6.48\|6.73\|6.45\|626819;2026-04-17\|6.74\|1.05\|6.68\|6.80\|6.62\|437663;2026-04-20\|6.77\|0.45\|6.75\|6.79\|6.70\|471492;2026-04-21\|6.56\|-3.10\|6.66\|6.69\|6.36\|967905;2026-04-22\|6.47\|-1.37\|6.54\|6.54\|6.43\|525690;2026-04-23\|6.64\|2.63\|6.50\|6.66\|6.45\|732766;2026-04-24\|6.45\|-2.86\|6.61\|6.61\|6.38\|588191;2026-04-27\|6.57\|1.86\|6.40\|6.66\|6.38\|523563;2026-04-28\|6.57\|0.00\|6.52\|6.62\|6.40\|535637;2026-04-29\|6.57\|0.00\|6.55\|6.62\|6.51\|404226;2026-04-30\|6.53\|-0.61\|6.57\|6.58\|6.43\|390628;2026-05-06\|6.62\|1.38\|6.54\|6.65\|6.53\|594627;2026-05-07\|6.75\|1.96\|6.62\|6.78\|6.60\|620364;2026-05-08\|6.74\|-0.15\|6.75\|6.93\|6.69\|637023;2026-05-11\|6.81\|1.04\|6.80\|6.89\|6.73\|662375;2026-05-12\|6.93\|1.76\|6.81\|7.02\|6.69\|981334;2026-05-13\|7.12\|2.74\|6.94\|7.18\|6.91\|924786;2026-05-14\|6.83\|-4.07\|7.12\|7.27\|6.81\|1139687;2026-05-15\|6.61\|-3.22\|6.80\|6.90\|6.60\|804211;2026-05-18\|6.69\|1.21\|6.61\|6.78\|6.58\|530451;2026-05-19\|6.87\|2.69\|6.70\|6.91\|6.59\|720692;2026-05-20\|6.43\|-6.40\|6.81\|6.83\|6.38\|964424;2026-05-21\|6.26\|-2.64\|6.42\|6.57\|6.23\|627350;2026-05-22\|6.24\|-0.32\|6.26\|6.32\|6.20\|422664;2026-05-25\|6.86\|9.94\|6.25\|6.86\|6.25\|810400;2026-05-26\|7.02\|2.33\|6.89\|7.09\|6.82\|1532925;2026-05-27\|6.94\|-1.14\|6.96\|7.08\|6.89\|1028378;2026-05-28\|6.96\|0.29\|6.94\|7.13\|6.90\|1067365;2026-05-29\|7.18\|3.16\|6.97\|7.25\|6.94\|1399370;2026-06-01\|7.10\|-1.11\|7.35\|7.40\|6.95\|1369926;2026-06-02\|6.94\|-2.25\|6.99\|6.99\|6.76\|917751;2026-06-03\|6.79\|-2.16\|6.87\|6.94\|6.70\|857682;2026-06-04\|6.66\|-1.91\|6.73\|6.79\|6.58\|654787;2026-06-05\|6.40\|-3.90\|6.60\|6.69\|6.36\|704401;2026-06-08\|6.49\|1.41\|6.26\|6.66\|6.24\|727871;2026-06-09\|6.35\|-1.85\|6.51\|6.52\|6.27\|453873;2026-06-10\|6.08\|-4.25\|6.34\|6.35\|6.02\|504040;2026-06-11\|5.91\|-2.80\|6.06\|6.13\|5.90\|489897;2026-06-12\|6.03\|2.03\|5.97\|6.07\|5.80\|532623;2026-06-15\|6.02\|-0.17\|6.04\|6.12\|6.00\|437234;2026-06-16\|5.96\|-1.00\|6.03\|6.06\|5.91\|441036;2026-06-17\|5.86\|-1.68\|5.96\|6.04\|5.81\|529221;2026-06-18\|5.46\|-6.83\|5.85\|5.85\|5.43\|1032890;2026-06-22\|5.52\|1.10\|5.44\|5.53\|5.20\|841917;2026-06-23\|5.35\|-3.08\|5.51\|5.55\|5.32\|507316;2026-06-24\|5.30\|-0.93\|5.40\|5.50\|5.25\|429782;2026-06-25\|5.28\|-0.38\|5.27\|5.37\|5.21\|471193;2026-06-26\|5.16\|-2.27\|5.33\|5.45\|5.15\|557662;2026-06-29\|5.17\|0.19\|5.18\|5.23\|5.07\|387446;2026-06-30\|5.15\|-0.39\|5.14\|5.21\|5.11\|302196;2026-07-01\|5.17\|0.39\|5.15\|5.25\|5.10\|432427;2026-07-02\|5.11\|-1.16\|5.17\|5.22\|5.09\|445196;2026-07-03\|5.15\|0.78\|5.13\|5.22\|5.09\|500442;2026-07-06\|5.12\|-0.58\|5.15\|5.18\|5.04\|508112;2026-07-07\|4.87\|-4.88\|5.12\|5.12\|4.84\|515287;2026-07-08\|4.88\|0.21\|4.88\|4.97\|4.82\|365243;2026-07-09\|4.89\|0.20\|4.83\|4.96\|4.83\|430844;2026-07-10\|4.93\|0.82\|4.88\|5.03\|4.86\|420924;2026-07-13\|4.77\|-3.25\|4.93\|4.94\|4.75\|467245;2026-07-14\|4.79\|0.42\|4.75\|4.82\|4.71\|395364;2026-07-15\|4.93\|2.92\|4.79\|4.96\|4.75\|427515
111716	研究称数据中心将面临55GW的电力缺口	热电联产+煤炭产销+一季报增长+央企行业原因： 5月28日，国金证券研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据2026年4月23日年报，公司是黑龙江省最大的热电联产企业，火电装机容量位居黑龙江省首位，可控发电装机容量641.2万千瓦，占全省统调煤机装机容量31.75%，供热面积达1.47亿平方米。 2、据2026年4月23日年报，公司所属锦兴公司肖家洼煤矿核定产能1200万吨/年，2025年实现煤炭产量1138.31万吨，销量1130.99万吨，煤炭业务实现净利润14.64亿元，是公司核心盈利支撑。 3、据2026年4月23日公告披露2026年一季报，公司一季度营收50.05亿元，归母净利润6.02亿元，同比增长26.15%。 4、据公司披露，公司控股股东为华电煤业集团有限公司，实际控制人为中国华电集团有限公司，最终控制人为国务院国有资产监督管理委员会。	中国华电集团旗下，黑龙江最大发电及集中供热运营商；公司主营发电、供热及煤炭生产销售	2026-03-05\|2.76\|1.47\|2.74\|2.77\|2.71\|750991;2026-03-06\|2.82\|2.17\|2.75\|2.84\|2.72\|804248;2026-03-09\|2.92\|3.55\|2.80\|3.10\|2.80\|1654672;2026-03-10\|3.21\|9.93\|2.93\|3.21\|2.92\|1618917;2026-03-11\|3.53\|9.97\|3.24\|3.53\|3.05\|3955591;2026-03-12\|3.88\|9.91\|3.63\|3.88\|3.63\|1818778;2026-03-13\|4.27\|10.05\|4.20\|4.27\|3.70\|3716186;2026-03-16\|4.40\|3.04\|4.30\|4.64\|4.10\|5130080;2026-03-17\|4.25\|-3.41\|4.16\|4.42\|3.96\|3815615;2026-03-18\|4.56\|7.29\|4.23\|4.68\|4.21\|4647134;2026-03-19\|5.02\|10.09\|4.32\|5.02\|4.22\|5062779;2026-03-20\|5.52\|9.96\|5.05\|5.52\|5.02\|5500952;2026-03-23\|5.32\|-3.62\|5.31\|5.70\|4.97\|5046972;2026-03-24\|5.59\|5.08\|5.32\|5.66\|4.79\|4648353;2026-03-25\|6.15\|10.02\|5.50\|6.15\|5.30\|4620065;2026-03-26\|6.77\|10.08\|6.21\|6.77\|5.82\|5967171;2026-03-27\|6.68\|-1.33\|6.54\|7.16\|6.33\|5017501;2026-03-30\|6.01\|-10.03\|6.37\|6.52\|6.01\|1567129;2026-03-31\|6.41\|6.66\|5.60\|6.55\|5.60\|5204828;2026-04-01\|5.91\|-7.80\|6.27\|6.27\|5.77\|4322773;2026-04-02\|5.32\|-9.98\|5.92\|6.07\|5.32\|4134835;2026-04-03\|5.02\|-5.64\|5.21\|5.37\|4.97\|3657131;2026-04-07\|4.98\|-0.80\|5.00\|5.11\|4.86\|2414475;2026-04-08\|5.01\|0.60\|5.01\|5.09\|4.91\|2605964;2026-04-09\|4.80\|-4.19\|4.91\|4.92\|4.74\|2058743;2026-04-10\|4.75\|-1.04\|4.80\|4.84\|4.71\|1247762;2026-04-13\|4.86\|2.32\|4.75\|4.94\|4.71\|2692018;2026-04-14\|4.99\|2.67\|4.80\|5.08\|4.75\|3607592;2026-04-15\|4.68\|-6.21\|4.85\|4.88\|4.56\|2876530;2026-04-16\|4.62\|-1.28\|4.71\|4.71\|4.50\|1796428;2026-04-17\|4.49\|-2.81\|4.64\|4.71\|4.45\|1581588;2026-04-20\|4.58\|2.00\|4.49\|4.59\|4.47\|1411774;2026-04-21\|4.65\|1.53\|4.59\|4.86\|4.41\|2824787;2026-04-22\|4.79\|3.01\|4.60\|5.05\|4.52\|3779252;2026-04-23\|5.27\|10.02\|4.85\|5.27\|4.85\|3502379;2026-04-24\|5.80\|10.06\|5.53\|5.80\|5.43\|4986486;2026-04-27\|6.38\|10.00\|5.64\|6.38\|5.22\|5721151;2026-04-28\|7.02\|10.03\|6.33\|7.02\|6.27\|5637187;2026-04-29\|7.10\|1.14\|6.95\|7.63\|6.55\|5331039;2026-04-30\|6.59\|-7.18\|7.08\|7.17\|6.55\|4174515;2026-05-06\|6.92\|5.01\|6.60\|7.00\|6.58\|4391379;2026-05-07\|7.61\|9.97\|6.77\|7.61\|6.72\|3659797;2026-05-08\|7.51\|-1.31\|7.80\|8.21\|7.44\|5534876;2026-05-11\|7.80\|3.86\|7.42\|7.93\|7.26\|4269845;2026-05-12\|7.70\|-1.28\|7.72\|8.00\|7.10\|4149437;2026-05-13\|8.47\|10.00\|7.46\|8.47\|7.46\|3045804;2026-05-14\|8.00\|-5.55\|8.86\|9.06\|8.00\|5079108;2026-05-15\|7.62\|-4.75\|7.58\|8.40\|7.20\|3867129;2026-05-18\|6.98\|-8.40\|7.21\|7.48\|6.88\|3060503;2026-05-19\|7.00\|0.29\|6.80\|7.23\|6.65\|2670825;2026-05-20\|6.43\|-8.14\|6.90\|6.92\|6.36\|2359847;2026-05-21\|6.19\|-3.73\|6.31\|6.68\|6.17\|1704383;2026-05-22\|6.29\|1.62\|6.19\|6.34\|6.02\|1273724;2026-05-25\|6.92\|10.02\|6.29\|6.92\|6.27\|1415260;2026-05-26\|7.61\|9.97\|7.27\|7.61\|7.17\|2030758;2026-05-27\|8.37\|9.99\|7.86\|8.37\|7.71\|1283927;2026-05-28\|9.21\|10.04\|9.21\|9.21\|8.97\|2337869;2026-05-29\|10.13\|9.99\|9.75\|10.13\|9.75\|1687553;2026-06-01\|9.50\|-6.22\|10.38\|10.89\|9.13\|5105662;2026-06-02\|9.24\|-2.74\|9.50\|9.65\|8.87\|4068225;2026-06-03\|9.71\|5.09\|8.96\|10.03\|8.80\|5315045;2026-06-04\|10.39\|7.00\|9.30\|10.68\|9.20\|5666041;2026-06-05\|9.35\|-10.01\|10.18\|10.60\|9.35\|4284526;2026-06-08\|8.80\|-5.88\|8.42\|9.58\|8.42\|3366247;2026-06-09\|9.05\|2.84\|8.80\|9.20\|8.43\|3419246;2026-06-10\|8.43\|-6.85\|8.83\|8.91\|8.26\|2607655;2026-06-11\|8.12\|-3.68\|8.30\|8.50\|8.08\|1884694;2026-06-12\|8.09\|-0.37\|8.15\|8.93\|8.02\|2978774;2026-06-15\|8.56\|5.81\|8.09\|8.58\|7.77\|2455428;2026-06-16\|8.62\|0.70\|8.57\|8.80\|8.33\|2287300;2026-06-17\|8.30\|-3.71\|8.64\|8.73\|8.15\|1941158;2026-06-18\|7.88\|-5.06\|8.22\|8.25\|7.79\|1920314;2026-06-22\|8.08\|2.54\|7.85\|8.16\|7.70\|1586486;2026-06-23\|7.94\|-1.73\|7.88\|8.20\|7.73\|1436045;2026-06-24\|7.88\|-0.76\|7.83\|7.97\|7.47\|1567303;2026-06-25\|7.59\|-3.68\|7.88\|8.00\|7.54\|1137483;2026-06-26\|7.19\|-5.27\|7.58\|8.26\|7.17\|2628112;2026-06-29\|7.28\|1.25\|7.14\|7.42\|6.95\|1814871;2026-06-30\|7.12\|-2.20\|7.21\|7.23\|6.90\|1366124;2026-07-01\|7.33\|2.95\|7.12\|7.38\|7.00\|1336288;2026-07-02\|6.60\|-9.96\|7.30\|7.75\|6.60\|2358792;2026-07-03\|6.43\|-2.58\|6.63\|6.90\|6.36\|1871144;2026-07-06\|6.34\|-1.40\|6.51\|6.53\|6.28\|1172100;2026-07-07\|6.10\|-3.79\|6.28\|6.33\|6.03\|967903;2026-07-08\|5.90\|-3.28\|6.11\|6.16\|5.87\|847891;2026-07-09\|6.06\|2.71\|5.89\|6.15\|5.79\|1038529;2026-07-10\|6.20\|2.31\|6.07\|6.63\|6.04\|2185674;2026-07-13\|5.76\|-7.10\|6.00\|6.20\|5.73\|1500221;2026-07-14\|5.86\|1.74\|5.76\|5.88\|5.61\|982555;2026-07-15\|5.89\|0.51\|5.87\|6.11\|5.79\|946769
111715	研究称数据中心将面临55GW的电力缺口	绿电扩张+海上风电+广西国资行业原因：日前，国家发展改革委、国家能源局发布《关于有序推动多用户绿电直连发展有关事项的通知》，推动消费侧新模式新业态新场景创新发展，实现更高水平、更大范围新能源就近消纳利用。公司原因： 1、据2026年3月27日公告，公司2026年度计划投资13.76亿元建设八步上程风电场、平桂水口风电场、古欧光伏及防城港海上风电A场址等77项新能源项目，持续扩大绿电装机。 2、据2026年3月27日披露的2025年年度报告，公司控股装机容量243.37万千瓦，其中新能源88.9万千瓦、占比36.53%，清洁能源173.37万千瓦、占比71.24%，新能源发电量2025年同比增151%，已成核心增长点。 3、据2026年3月27日披露的2025年年度报告，公司最终控制人为广西国资委，是区域内唯一“厂网合一”上市平台，具特许供电经营权。	公司总装机容量超240万千瓦，其中火电装机容量70万千瓦，其余为清洁能源（水电、风电、光伏），装机容量占比超70%	2026-03-05\|4.20\|1.20\|4.20\|4.27\|4.15\|504643;2026-03-06\|4.28\|1.90\|4.17\|4.33\|4.17\|497953;2026-03-09\|4.31\|0.70\|4.26\|4.35\|4.23\|497699;2026-03-10\|4.33\|0.46\|4.28\|4.42\|4.25\|565381;2026-03-11\|4.40\|1.62\|4.33\|4.40\|4.23\|604912;2026-03-12\|4.56\|3.64\|4.37\|4.57\|4.36\|999355;2026-03-13\|4.35\|-4.61\|4.55\|4.55\|4.33\|747816;2026-03-16\|4.24\|-2.53\|4.33\|4.38\|4.21\|490726;2026-03-17\|4.30\|1.42\|4.24\|4.35\|4.20\|406092;2026-03-18\|4.35\|1.16\|4.29\|4.40\|4.27\|360946;2026-03-19\|4.44\|2.07\|4.33\|4.51\|4.30\|592970;2026-03-20\|4.88\|9.91\|4.40\|4.88\|4.36\|2320308;2026-03-23\|5.08\|4.10\|4.59\|5.36\|4.53\|2641726;2026-03-24\|5.17\|1.77\|4.92\|5.32\|4.75\|2230341;2026-03-25\|5.45\|5.42\|5.02\|5.65\|4.99\|2363472;2026-03-26\|6.00\|10.09\|5.31\|6.00\|5.20\|1995784;2026-03-27\|6.60\|10.00\|6.60\|6.60\|6.60\|424981;2026-03-30\|6.32\|-4.24\|6.99\|7.26\|6.18\|4665025;2026-03-31\|6.34\|0.32\|5.69\|6.63\|5.69\|3836435;2026-04-01\|5.71\|-9.94\|5.89\|5.98\|5.71\|1785981;2026-04-02\|5.14\|-9.98\|5.28\|5.68\|5.14\|3016450;2026-04-03\|4.63\|-9.92\|4.97\|4.97\|4.63\|1854029;2026-04-07\|4.68\|1.08\|4.47\|4.79\|4.39\|1910091;2026-04-08\|4.57\|-2.35\|4.65\|4.69\|4.54\|1747500;2026-04-09\|4.40\|-3.72\|4.56\|4.56\|4.37\|1417893;2026-04-10\|4.36\|-0.91\|4.41\|4.47\|4.35\|987301;2026-04-13\|4.60\|5.50\|4.38\|4.62\|4.36\|1815547;2026-04-14\|4.54\|-1.30\|4.60\|4.75\|4.49\|1446270;2026-04-15\|4.43\|-2.42\|4.54\|4.54\|4.37\|1005723;2026-04-16\|4.41\|-0.45\|4.42\|4.50\|4.37\|704793;2026-04-17\|4.41\|0.00\|4.42\|4.49\|4.36\|760788;2026-04-20\|4.62\|4.76\|4.41\|4.67\|4.39\|1524341;2026-04-21\|4.78\|3.46\|4.61\|4.89\|4.47\|1845850;2026-04-22\|4.80\|0.42\|4.73\|4.89\|4.69\|1507119;2026-04-23\|5.28\|10.00\|4.79\|5.28\|4.67\|2442178;2026-04-24\|5.09\|-3.60\|5.29\|5.53\|5.08\|2717808;2026-04-27\|5.27\|3.54\|4.99\|5.37\|4.82\|2007108;2026-04-28\|5.31\|0.76\|5.16\|5.50\|4.98\|2132702;2026-04-29\|5.06\|-4.71\|5.18\|5.29\|5.03\|1569990;2026-04-30\|4.94\|-2.37\|5.01\|5.10\|4.89\|1169039;2026-05-06\|5.14\|4.05\|4.94\|5.20\|4.89\|1351397;2026-05-07\|5.31\|3.31\|5.15\|5.39\|5.15\|1606967;2026-05-08\|5.33\|0.38\|5.30\|5.45\|5.21\|1314693;2026-05-11\|5.35\|0.38\|5.40\|5.48\|5.31\|1150777;2026-05-12\|5.42\|1.31\|5.35\|5.56\|5.12\|1516467;2026-05-13\|5.56\|2.58\|5.43\|5.70\|5.42\|2014005;2026-05-14\|5.18\|-6.83\|5.57\|5.77\|5.18\|1857999;2026-05-15\|5.10\|-1.54\|5.12\|5.23\|4.96\|1335928;2026-05-18\|5.11\|0.20\|5.02\|5.22\|4.99\|800474;2026-05-19\|5.62\|9.98\|5.10\|5.62\|4.98\|1429645;2026-05-20\|5.07\|-9.79\|5.68\|5.76\|5.07\|1995561;2026-05-21\|5.20\|2.56\|5.07\|5.46\|5.05\|1593370;2026-05-22\|5.10\|-1.92\|5.10\|5.20\|4.89\|1175878;2026-05-25\|5.61\|10.00\|5.12\|5.61\|5.11\|1940832;2026-05-26\|5.53\|-1.43\|5.74\|5.97\|5.51\|2413620;2026-05-27\|5.82\|5.24\|5.47\|5.90\|5.47\|2328820;2026-05-28\|5.80\|-0.34\|5.90\|6.16\|5.64\|2471116;2026-05-29\|5.98\|3.10\|5.74\|6.25\|5.72\|2378461;2026-06-01\|5.84\|-2.34\|5.98\|6.03\|5.41\|1887865;2026-06-02\|5.77\|-1.20\|5.70\|5.95\|5.49\|1509874;2026-06-03\|6.35\|10.05\|5.98\|6.35\|5.98\|1101622;2026-06-04\|6.29\|-0.94\|6.79\|6.99\|6.22\|3506573;2026-06-05\|5.66\|-10.02\|6.19\|6.46\|5.66\|2357522;2026-06-08\|5.23\|-7.60\|5.31\|5.65\|5.19\|1492955;2026-06-09\|5.08\|-2.31\|5.20\|5.23\|4.94\|1166241;2026-06-10\|4.75\|-6.50\|5.00\|5.01\|4.68\|1118969;2026-06-11\|4.76\|0.21\|4.65\|4.85\|4.60\|805742;2026-06-12\|4.63\|-2.73\|4.71\|4.80\|4.60\|995480;2026-06-15\|4.93\|6.48\|4.74\|5.08\|4.73\|1369388;2026-06-16\|4.84\|-1.83\|4.93\|4.96\|4.81\|832172;2026-06-17\|4.67\|-3.51\|4.84\|4.86\|4.61\|824216;2026-06-18\|4.38\|-6.21\|4.67\|4.67\|4.36\|983160;2026-06-22\|4.26\|-2.74\|4.38\|4.40\|4.17\|809377;2026-06-23\|4.24\|-0.47\|4.20\|4.33\|4.16\|665314;2026-06-24\|4.20\|-0.94\|4.23\|4.23\|4.07\|616543;2026-06-25\|4.11\|-2.14\|4.21\|4.21\|4.07\|517353;2026-06-26\|3.96\|-3.65\|4.13\|4.24\|3.96\|838244;2026-06-29\|4.06\|2.53\|3.92\|4.27\|3.92\|1152938;2026-06-30\|4.22\|3.94\|4.01\|4.38\|3.93\|1060625;2026-07-01\|4.26\|0.95\|4.22\|4.29\|4.18\|732215;2026-07-02\|4.12\|-3.29\|4.23\|4.35\|4.10\|801929;2026-07-03\|4.07\|-1.21\|4.09\|4.16\|4.03\|472088;2026-07-06\|4.00\|-1.72\|4.07\|4.08\|3.97\|425231;2026-07-07\|3.82\|-4.50\|3.99\|4.00\|3.80\|571312;2026-07-08\|3.76\|-1.57\|3.80\|3.83\|3.73\|354235;2026-07-09\|3.84\|2.13\|3.74\|3.85\|3.70\|492384;2026-07-10\|3.97\|3.39\|3.82\|4.07\|3.81\|681089;2026-07-13\|3.87\|-2.52\|3.96\|3.98\|3.83\|496419;2026-07-14\|3.94\|1.81\|3.83\|3.94\|3.82\|341460;2026-07-15\|4.12\|4.57\|4.07\|4.22\|3.99\|811399
111714	研究称数据中心将面临55GW的电力缺口	算电协同+水电增长+一季报扭亏+央企 1、据2026年5月20日投资者关系活动记录表，在人工智能对电力需求爆发和国家算电协同政策出台的背景下，公司作为国家能源集团控股的上市公司，将统筹抓好传统产业转型升级和新兴产业培育壮大，做大做强虚拟电厂，全面拓展“煤电+”综合能源服务。 2、据2026年6月3日公告，公司2026年5月水电发电量同比增长116.19%，2026年1-5月累计水电发电量同比增长73.34%。 3、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会，公司火电装机占湖北全省火电装机容量的20.49%，并拥有4台100万千瓦超超临界燃煤机组，在区域发电市场竞争中优势明显。 4、据2026年4月24日公告，公司2026年一季度实现营收37.20亿元，同比增长11.73%，归母净利润1.05亿元，同比实现扭亏为盈。	武汉市区域内火力发电先进企业，主营燃煤发电；可控火电装机容量629万千瓦，占湖北全省火电装机容量17.57%	2026-03-05\|4.79\|1.48\|4.76\|4.89\|4.75\|916448;2026-03-06\|4.85\|1.25\|4.76\|4.89\|4.76\|721035;2026-03-09\|4.90\|1.03\|4.84\|4.98\|4.81\|1040068;2026-03-10\|4.86\|-0.82\|4.87\|4.96\|4.82\|780560;2026-03-11\|5.00\|2.88\|4.87\|5.02\|4.76\|1187275;2026-03-12\|5.17\|3.40\|4.98\|5.22\|4.95\|1372470;2026-03-13\|4.95\|-4.26\|5.15\|5.15\|4.92\|1278018;2026-03-16\|4.80\|-3.03\|4.97\|4.99\|4.77\|848331;2026-03-17\|4.81\|0.21\|4.79\|4.96\|4.73\|1005954;2026-03-18\|4.85\|0.83\|4.82\|4.99\|4.80\|773794;2026-03-19\|4.90\|1.03\|4.80\|4.98\|4.78\|872528;2026-03-20\|5.15\|5.10\|4.87\|5.39\|4.86\|2811922;2026-03-23\|5.01\|-2.72\|5.15\|5.39\|4.90\|2540311;2026-03-24\|5.25\|4.79\|5.01\|5.25\|4.90\|2510748;2026-03-25\|5.57\|6.10\|5.15\|5.77\|5.14\|3458001;2026-03-26\|5.87\|5.39\|5.52\|5.95\|5.37\|3641931;2026-03-27\|5.51\|-6.13\|5.67\|5.79\|5.45\|2499083;2026-03-30\|4.96\|-9.98\|5.35\|5.39\|4.96\|2023207;2026-03-31\|4.72\|-4.84\|4.87\|4.97\|4.70\|1506168;2026-04-01\|4.65\|-1.48\|4.77\|4.79\|4.62\|1117603;2026-04-02\|4.52\|-2.80\|4.63\|4.71\|4.48\|1020238;2026-04-03\|4.34\|-3.98\|4.49\|4.53\|4.32\|897567;2026-04-07\|4.37\|0.69\|4.34\|4.41\|4.33\|554982;2026-04-08\|4.46\|2.06\|4.42\|4.47\|4.39\|718232;2026-04-09\|4.34\|-2.69\|4.43\|4.43\|4.32\|691910;2026-04-10\|4.35\|0.23\|4.35\|4.39\|4.32\|491794;2026-04-13\|4.41\|1.38\|4.33\|4.42\|4.32\|544077;2026-04-14\|4.38\|-0.68\|4.42\|4.45\|4.35\|502993;2026-04-15\|4.36\|-0.46\|4.39\|4.40\|4.33\|428786;2026-04-16\|4.34\|-0.46\|4.34\|4.36\|4.31\|484484;2026-04-17\|4.26\|-1.84\|4.33\|4.35\|4.25\|614216;2026-04-20\|4.33\|1.64\|4.26\|4.33\|4.24\|546910;2026-04-21\|4.43\|2.31\|4.31\|4.47\|4.25\|936749;2026-04-22\|4.43\|0.00\|4.39\|4.45\|4.36\|552838;2026-04-23\|4.60\|3.84\|4.43\|4.68\|4.40\|1465660;2026-04-24\|4.59\|-0.22\|4.64\|4.74\|4.52\|1262369;2026-04-27\|4.59\|0.00\|4.58\|4.64\|4.50\|774918;2026-04-28\|4.67\|1.74\|4.55\|4.70\|4.51\|993454;2026-04-29\|4.65\|-0.43\|4.63\|4.74\|4.62\|892196;2026-04-30\|4.56\|-1.94\|4.63\|4.65\|4.54\|717570;2026-05-06\|4.66\|2.19\|4.58\|4.71\|4.58\|815230;2026-05-07\|4.77\|2.36\|4.65\|4.80\|4.64\|990923;2026-05-08\|4.74\|-0.63\|4.73\|4.88\|4.71\|836926;2026-05-11\|4.84\|2.11\|4.74\|4.85\|4.70\|896802;2026-05-12\|5.01\|3.51\|4.84\|5.08\|4.76\|1639545;2026-05-13\|5.09\|1.60\|4.94\|5.26\|4.92\|1780299;2026-05-14\|4.87\|-4.32\|5.09\|5.24\|4.85\|1659302;2026-05-15\|4.87\|0.00\|4.89\|4.93\|4.72\|1191790;2026-05-18\|4.93\|1.23\|4.82\|4.97\|4.80\|823948;2026-05-19\|5.09\|3.25\|4.89\|5.12\|4.83\|1185891;2026-05-20\|4.73\|-7.07\|5.15\|5.15\|4.71\|1398845;2026-05-21\|4.70\|-0.63\|4.70\|4.86\|4.66\|913346;2026-05-22\|4.74\|0.85\|4.70\|4.81\|4.60\|748662;2026-05-25\|5.21\|9.92\|4.71\|5.21\|4.70\|2023793;2026-05-26\|5.13\|-1.54\|5.20\|5.30\|5.05\|2090722;2026-05-27\|5.24\|2.14\|5.13\|5.37\|5.12\|1981617;2026-05-28\|5.26\|0.38\|5.20\|5.43\|5.11\|1889037;2026-05-29\|5.40\|2.66\|5.22\|5.51\|5.17\|2155654;2026-06-01\|5.33\|-1.30\|5.41\|5.46\|5.03\|1862542;2026-06-02\|5.21\|-2.25\|5.24\|5.30\|5.08\|1405238;2026-06-03\|5.42\|4.03\|5.15\|5.67\|5.11\|2420378;2026-06-04\|5.28\|-2.58\|5.41\|5.49\|5.25\|1555023;2026-06-05\|5.42\|2.65\|5.26\|5.81\|5.24\|2732419;2026-06-08\|5.47\|0.92\|5.46\|5.70\|5.33\|2499626;2026-06-09\|5.03\|-8.04\|5.29\|5.31\|4.92\|2339557;2026-06-10\|4.66\|-7.36\|4.85\|4.92\|4.62\|1689901;2026-06-11\|4.71\|1.07\|4.66\|4.87\|4.63\|1083742;2026-06-12\|4.72\|0.21\|4.68\|4.80\|4.54\|1007519;2026-06-15\|4.96\|5.08\|4.71\|5.07\|4.69\|1291583;2026-06-16\|4.94\|-0.40\|4.96\|5.19\|4.92\|980829;2026-06-17\|4.83\|-2.23\|4.93\|5.00\|4.76\|869513;2026-06-18\|4.48\|-7.25\|4.81\|4.81\|4.46\|1182211;2026-06-22\|4.38\|-2.23\|4.47\|4.54\|4.30\|996377;2026-06-23\|4.32\|-1.37\|4.34\|4.42\|4.28\|818703;2026-06-24\|4.20\|-2.78\|4.31\|4.33\|4.18\|738417;2026-06-25\|4.06\|-3.33\|4.18\|4.18\|4.05\|760742;2026-06-26\|3.96\|-2.46\|4.07\|4.16\|3.95\|810613;2026-06-29\|3.96\|0.00\|3.92\|3.99\|3.84\|625630;2026-06-30\|3.92\|-1.01\|3.94\|3.96\|3.88\|420168;2026-07-01\|3.98\|1.53\|3.92\|4.02\|3.88\|613590;2026-07-02\|3.98\|0.00\|3.97\|4.05\|3.96\|589924;2026-07-03\|3.99\|0.25\|3.97\|4.02\|3.95\|460371;2026-07-06\|3.92\|-1.75\|3.96\|3.98\|3.90\|480708;2026-07-07\|3.80\|-3.06\|3.91\|3.91\|3.77\|494699;2026-07-08\|3.77\|-0.79\|3.80\|3.83\|3.75\|332220;2026-07-09\|3.71\|-1.59\|3.76\|3.79\|3.67\|474243;2026-07-10\|3.78\|1.89\|3.69\|3.83\|3.68\|534590;2026-07-13\|3.82\|1.06\|3.77\|3.83\|3.76\|506035;2026-07-14\|3.87\|1.31\|3.79\|3.88\|3.78\|509495;2026-07-15\|4.03\|4.13\|3.90\|4.03\|3.86\|688791
111713		芯片电感+服务器电源+稀土永磁+业绩增长 1、据2026年4月16日投资者关系管理信息，公司已完成芯片电感高端市场、高端产品的重大突破，中标知名国际半导体客户新项目，多款电感产品已通过客户性能测试并收到小批量订单；据2025年年度报告，芯片电感元件是AI服务器电源产业链上游的核心零部件。 2、据2025年年度报告，公司是全球汽车与变频家电领域领先的磁性材料供应商，70%以上磁瓦产品面向汽车领域，已形成5万吨永磁铁氧体产能，构建“磁粉-磁芯-电感”垂直整合产业链。 3、据2026年4月27日公告，公司2026年一季度营收3.35亿元，同比增长30.43%；据2025年年度报告，2025年营收12.89亿元，同比增长10.18%，归母净利润1.68亿元，同比增长51.71%。	国内高性能永磁铁氧体湿压磁瓦主要生产企业之一；公司芯片电感二季度批量出货，已中标国际半导体客户新项目，产品用于AI服务器电源	2026-03-05\|92.31\|5.34\|89.00\|94.55\|87.00\|61623;2026-03-06\|90.00\|-2.50\|90.34\|93.88\|89.80\|44440;2026-03-09\|88.23\|-1.97\|88.00\|89.28\|82.36\|54137;2026-03-10\|96.40\|9.26\|89.97\|96.88\|89.00\|62557;2026-03-11\|93.00\|-3.53\|96.53\|97.70\|92.36\|46860;2026-03-12\|87.87\|-5.52\|92.03\|92.07\|86.66\|58427;2026-03-13\|84.24\|-4.13\|88.00\|88.00\|84.00\|35884;2026-03-16\|82.94\|-1.54\|84.00\|84.71\|80.00\|33595;2026-03-17\|78.92\|-4.85\|83.11\|84.20\|78.57\|40003;2026-03-18\|80.62\|2.15\|79.15\|81.19\|78.17\|29650;2026-03-19\|75.10\|-6.85\|78.02\|78.93\|74.60\|49980;2026-03-20\|76.10\|1.33\|76.29\|79.00\|75.88\|44613;2026-03-23\|71.24\|-6.39\|72.88\|74.80\|69.89\|60235;2026-03-24\|72.90\|2.33\|72.11\|72.99\|70.27\|40920;2026-03-25\|75.45\|3.50\|73.94\|77.46\|73.92\|42170;2026-03-26\|74.75\|-0.93\|75.40\|76.54\|73.49\|33192;2026-03-27\|76.80\|2.74\|72.68\|78.20\|72.68\|35821;2026-03-30\|78.70\|2.47\|75.51\|79.35\|75.21\|37524;2026-03-31\|78.89\|0.24\|78.58\|81.81\|78.22\|38024;2026-04-01\|85.90\|8.89\|84.51\|91.47\|83.00\|72625;2026-04-02\|81.74\|-4.84\|84.50\|85.60\|81.00\|49605;2026-04-03\|83.75\|2.46\|84.11\|84.58\|80.98\|34719;2026-04-07\|82.35\|-1.67\|83.02\|84.75\|81.58\|27221;2026-04-08\|87.60\|6.38\|84.83\|87.88\|83.83\|45347;2026-04-09\|87.38\|-0.25\|86.00\|89.49\|86.00\|29937;2026-04-10\|88.05\|0.77\|88.29\|89.58\|87.08\|29233;2026-04-13\|92.00\|4.49\|88.21\|92.88\|87.54\|53791;2026-04-14\|91.20\|-0.87\|92.00\|94.83\|90.00\|51723;2026-04-15\|91.69\|0.54\|93.03\|97.39\|91.00\|47072;2026-04-16\|95.00\|3.61\|91.53\|95.50\|91.06\|42782;2026-04-17\|95.90\|0.95\|95.00\|96.51\|93.89\|30797;2026-04-20\|94.70\|-1.25\|96.00\|96.87\|91.10\|66493;2026-04-21\|94.72\|0.02\|93.99\|94.73\|92.52\|23448;2026-04-22\|99.47\|5.01\|94.30\|99.88\|94.09\|45181;2026-04-23\|94.95\|-4.54\|99.62\|100.23\|92.52\|42966;2026-04-24\|95.59\|0.67\|94.07\|96.20\|92.68\|30460;2026-04-27\|92.56\|-3.17\|89.70\|94.42\|89.44\|53669;2026-04-28\|89.61\|-3.19\|93.89\|93.89\|88.08\|45594;2026-04-29\|91.83\|2.48\|89.00\|93.09\|88.50\|37037;2026-04-30\|99.23\|8.06\|91.83\|99.69\|91.83\|66686;2026-05-06\|105.31\|6.13\|102.36\|106.68\|98.00\|61841;2026-05-07\|114.37\|8.60\|106.00\|116.50\|106.00\|63274;2026-05-08\|114.47\|0.09\|112.81\|116.70\|111.56\|56091;2026-05-11\|120.53\|5.29\|114.97\|120.94\|114.18\|59888;2026-05-12\|122.99\|2.04\|120.01\|123.58\|118.00\|41621;2026-05-13\|122.58\|-0.18\|120.73\|123.00\|120.00\|34532;2026-05-14\|121.88\|-0.57\|121.88\|132.66\|121.51\|56468;2026-05-15\|114.70\|-5.89\|121.17\|122.99\|113.00\|80139;2026-05-18\|109.35\|-4.66\|112.35\|114.50\|108.93\|50368;2026-05-19\|113.27\|3.58\|109.91\|113.65\|107.48\|42326;2026-05-20\|117.76\|3.96\|113.20\|119.00\|111.50\|56950;2026-05-21\|121.15\|2.88\|118.00\|128.46\|117.11\|60236;2026-05-22\|141.83\|17.07\|123.58\|143.35\|123.09\|83022;2026-05-25\|170.20\|20.00\|145.38\|170.20\|144.67\|97870;2026-05-26\|163.29\|-4.06\|168.81\|179.61\|158.69\|96270;2026-05-27\|171.29\|4.90\|169.39\|175.00\|163.00\|73543;2026-05-28\|191.10\|11.57\|170.48\|193.00\|170.00\|77234;2026-05-29\|179.50\|-6.07\|187.67\|193.01\|177.86\|73285;2026-06-01\|170.80\|-4.85\|179.50\|188.54\|170.00\|79982;2026-06-02\|195.90\|14.70\|172.79\|197.00\|166.49\|87765;2026-06-03\|187.70\|-4.19\|195.00\|195.00\|184.33\|66816;2026-06-04\|187.49\|-0.11\|187.49\|191.10\|180.88\|46774;2026-06-05\|211.00\|12.54\|183.77\|218.00\|181.11\|100341;2026-06-08\|181.66\|-13.91\|197.84\|203.80\|181.03\|84621;2026-06-09\|208.77\|14.92\|190.90\|210.68\|182.00\|80464;2026-06-10\|195.70\|-6.26\|204.36\|210.50\|192.18\|52533;2026-06-11\|185.07\|-5.43\|191.59\|199.89\|183.00\|57258;2026-06-12\|177.40\|-4.14\|189.00\|190.61\|176.00\|68731;2026-06-15\|197.00\|11.05\|180.95\|197.98\|180.95\|52407;2026-06-16\|200.95\|2.01\|197.00\|203.86\|194.00\|48848;2026-06-17\|193.20\|-3.86\|200.12\|200.94\|188.73\|52057;2026-06-18\|208.08\|7.70\|192.28\|212.00\|191.00\|67969;2026-06-22\|195.26\|-6.16\|206.29\|210.90\|188.17\|85413;2026-06-23\|234.31\|20.00\|198.00\|234.31\|196.26\|119946;2026-06-24\|248.33\|5.98\|239.03\|249.99\|232.21\|87559;2026-06-25\|253.15\|1.94\|238.36\|259.80\|225.88\|102042;2026-06-26\|242.36\|-4.26\|248.87\|262.00\|240.49\|62860;2026-06-29\|222.08\|-8.37\|243.28\|256.80\|219.00\|84256;2026-06-30\|229.49\|3.34\|226.52\|233.00\|217.56\|48628;2026-07-01\|222.60\|-3.00\|226.49\|228.50\|209.20\|85573;2026-07-02\|202.01\|-9.25\|210.00\|215.80\|198.99\|59662;2026-07-03\|190.50\|-5.70\|199.20\|200.00\|188.28\|70282;2026-07-06\|177.00\|-7.09\|192.01\|194.20\|175.02\|54761;2026-07-07\|168.80\|-4.63\|176.01\|178.88\|165.00\|42273;2026-07-08\|174.45\|3.35\|172.18\|178.42\|162.69\|63772;2026-07-09\|178.76\|2.47\|176.48\|179.28\|161.48\|60038;2026-07-10\|169.55\|-5.15\|179.48\|179.99\|169.15\|49836;2026-07-13\|164.01\|-3.27\|168.00\|171.00\|158.75\|52887;2026-07-14\|175.84\|7.21\|166.41\|175.88\|162.88\|46578;2026-07-15\|164.51\|-6.44\|178.94\|180.58\|162.98\|40218
111712		涨停揭秘：稀缺废催化剂再生技术切入稀土回收，支撑机器人关键材料供应链；涨停缘由：公司通过废催化剂元素分解技术产出稀土产品，具备机器人所需钕铁硼等永磁材料上游资源属性；稀土磁材板块整体受人形机器人产业化预期带动；废催化剂再生属国家鼓励循环经济方向；资金逻辑：资金关注具备资源卡位能力的细分环保企业，尤其在稀土价格企稳回升背景下，资源化回收逻辑获重估；风险提示：稀土产品收入占比未披露，技术转化至规模化盈利尚需时间，下游机器人厂商采购体系尚未开放	公司将不能复活的废催化剂，通过废催化剂元素分解及利用技术，分解成资源化基础化工产品，如硅产品、铝产品、稀土产品、镍产品	2026-03-05\|93.72\|-4.26\|97.00\|98.05\|93.02\|74145;2026-03-06\|96.10\|2.54\|93.00\|97.13\|92.33\|53485;2026-03-09\|102.60\|6.76\|98.00\|105.88\|97.91\|144205;2026-03-10\|102.80\|0.19\|102.05\|103.34\|100.61\|64077;2026-03-11\|102.15\|-0.63\|102.05\|105.60\|101.72\|61782;2026-03-12\|102.02\|-0.13\|102.63\|105.50\|101.40\|52782;2026-03-13\|102.63\|0.60\|102.03\|106.80\|101.85\|101961;2026-03-16\|100.02\|-2.54\|103.00\|105.01\|98.36\|81071;2026-03-17\|94.80\|-5.22\|99.82\|100.00\|94.60\|79978;2026-03-18\|95.30\|0.53\|94.19\|95.35\|92.51\|46031;2026-03-19\|94.61\|-0.72\|94.50\|99.40\|92.51\|71183;2026-03-20\|90.23\|-4.63\|93.52\|93.70\|89.00\|66417;2026-03-23\|85.72\|-5.00\|88.90\|89.75\|85.00\|62585;2026-03-24\|86.97\|1.46\|87.34\|87.66\|84.26\|43542;2026-03-25\|87.40\|0.49\|86.54\|88.44\|86.32\|39308;2026-03-26\|84.40\|-3.43\|87.19\|87.40\|83.81\|41098;2026-03-27\|87.53\|3.71\|83.00\|90.50\|82.27\|72130;2026-03-30\|91.91\|5.00\|88.11\|94.84\|88.06\|81693;2026-03-31\|91.32\|-0.64\|92.70\|94.50\|90.86\|62925;2026-04-01\|96.75\|5.95\|92.43\|97.71\|91.75\|94314;2026-04-02\|91.82\|-5.10\|95.80\|95.85\|91.00\|63736;2026-04-03\|88.00\|-4.16\|91.82\|92.19\|87.21\|50041;2026-04-07\|88.61\|0.69\|87.31\|89.98\|86.50\|32118;2026-04-08\|93.19\|5.17\|90.00\|93.19\|89.45\|52951;2026-04-09\|92.66\|-0.57\|92.00\|94.40\|91.35\|40709;2026-04-10\|92.82\|0.17\|92.40\|94.68\|92.39\|39142;2026-04-13\|91.19\|-1.76\|92.55\|93.79\|91.00\|38343;2026-04-14\|90.50\|-0.76\|92.00\|92.80\|89.51\|41534;2026-04-15\|89.15\|-1.49\|90.48\|91.26\|88.90\|37577;2026-04-16\|90.61\|1.64\|89.02\|91.35\|88.30\|48631;2026-04-17\|90.50\|-0.12\|90.11\|91.50\|89.14\|42298;2026-04-20\|91.11\|0.67\|90.11\|92.69\|89.50\|47781;2026-04-21\|90.76\|-0.38\|91.01\|91.33\|88.90\|38960;2026-04-22\|88.37\|-2.63\|90.01\|90.55\|88.30\|50714;2026-04-23\|86.66\|-1.94\|88.50\|90.82\|86.17\|53524;2026-04-24\|71.16\|-17.89\|86.00\|86.90\|70.04\|200933;2026-04-27\|73.66\|3.51\|70.90\|73.86\|69.50\|101628;2026-04-28\|70.25\|-4.63\|73.19\|73.46\|69.53\|85638;2026-04-29\|70.42\|0.24\|70.00\|71.63\|68.85\|57958;2026-04-30\|69.82\|-0.85\|70.00\|71.25\|69.01\|43620;2026-05-06\|69.55\|-0.39\|69.82\|70.88\|69.32\|49555;2026-05-07\|72.71\|4.54\|69.50\|73.60\|67.85\|106759;2026-05-08\|73.06\|0.48\|72.00\|73.56\|71.33\|51181;2026-05-11\|70.29\|-3.79\|73.25\|73.28\|69.50\|72593;2026-05-12\|70.99\|1.00\|70.38\|71.80\|68.41\|77355;2026-05-13\|71.71\|1.01\|70.31\|72.72\|69.86\|62434;2026-05-14\|69.94\|-2.47\|71.01\|72.74\|69.75\|49553;2026-05-15\|67.95\|-2.85\|69.51\|70.06\|67.23\|58644;2026-05-18\|67.99\|0.06\|67.40\|69.87\|67.30\|52953;2026-05-19\|69.25\|1.85\|67.94\|69.44\|67.18\|42016;2026-05-20\|68.45\|-1.16\|68.44\|69.44\|67.53\|36095;2026-05-21\|66.11\|-3.42\|68.18\|69.50\|66.10\|57770;2026-05-22\|68.70\|3.92\|66.29\|69.90\|65.76\|74056;2026-05-25\|82.44\|20.00\|69.89\|82.44\|69.40\|161925;2026-05-26\|92.15\|11.78\|85.98\|95.42\|84.70\|261648;2026-05-27\|89.23\|-3.17\|91.93\|93.50\|88.66\|142773;2026-05-28\|86.50\|-3.06\|89.30\|89.70\|85.78\|92670;2026-05-29\|83.63\|-3.32\|87.41\|87.88\|83.01\|79648;2026-06-01\|81.26\|-2.83\|83.21\|85.08\|81.00\|78634;2026-06-02\|78.74\|-3.10\|80.84\|81.16\|78.37\|56967;2026-06-03\|81.85\|3.95\|77.85\|85.49\|76.60\|118264;2026-06-04\|82.47\|0.76\|82.56\|87.19\|82.11\|127181;2026-06-05\|80.35\|-2.57\|82.18\|83.23\|79.83\|71765;2026-06-08\|74.50\|-7.28\|77.25\|79.49\|73.74\|62158;2026-06-09\|77.78\|4.40\|75.48\|79.22\|72.50\|78249;2026-06-10\|78.55\|0.99\|76.69\|79.30\|75.01\|59070;2026-06-11\|75.93\|-3.34\|78.57\|80.30\|75.36\|62525;2026-06-12\|54.85\|1.16\|55.58\|56.31\|54.04\|83607;2026-06-15\|54.36\|-0.89\|54.84\|55.64\|53.91\|97942;2026-06-16\|60.80\|11.85\|54.00\|61.39\|53.34\|160548;2026-06-17\|61.38\|0.95\|59.58\|61.49\|59.00\|107152;2026-06-18\|61.24\|-0.23\|60.92\|62.82\|59.84\|93203;2026-06-22\|58.97\|-3.71\|60.99\|63.39\|55.50\|124738;2026-06-23\|60.29\|2.24\|58.98\|62.33\|58.50\|102455;2026-06-24\|56.81\|-5.77\|59.88\|59.90\|56.55\|84830;2026-06-25\|56.78\|-0.05\|56.60\|58.50\|55.92\|76275;2026-06-26\|54.25\|-4.46\|57.12\|58.00\|54.25\|86849;2026-06-29\|49.91\|-8.00\|53.51\|53.60\|49.30\|92888;2026-06-30\|50.20\|0.58\|49.31\|50.67\|48.24\|72471;2026-07-01\|49.87\|-0.66\|49.80\|51.20\|47.02\|94483;2026-07-02\|49.39\|-0.96\|49.70\|52.36\|49.00\|85121;2026-07-03\|59.27\|20.00\|49.39\|59.27\|48.90\|129577;2026-07-06\|59.28\|0.02\|60.52\|64.30\|59.28\|185619;2026-07-07\|60.60\|2.23\|60.80\|62.50\|59.00\|128660;2026-07-08\|57.50\|-5.12\|61.30\|61.59\|57.50\|95231;2026-07-09\|56.50\|-1.74\|57.50\|57.95\|55.11\|80237;2026-07-10\|56.50\|0.00\|57.00\|58.16\|55.88\|71777;2026-07-13\|53.36\|-5.56\|56.01\|57.98\|53.20\|76104;2026-07-14\|53.11\|-0.47\|54.60\|54.65\|51.96\|70548;2026-07-15\|53.22\|0.21\|54.00\|58.55\|52.48\|120098
111711		AI算力磁材+芯片电感+机器人+磁材龙头行业原因： 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15日投资者关系管理信息，AI算力快速发展，对于高频、低损耗磁性材料以及器件需求增加较快，公司相关业务发展较快，芯片电感业务增速较快且已实现规模化量产。 2、据2026年7月2日互动易，公司芯片电感订单饱满；据2025年6月4日互动易，公司已有配套供应给机器人客户的充电单元和EMC滤波单元等产品。 3、据2026年4月15日投资者关系管理信息，公司磁材在巩固龙头地位的同时，在AI服务器和新能源汽车的多个应用领域实现了出货的较高速增长；据2025年半年度报告，公司是国内磁性材料体系最全、生产规模最大的企业，铁氧体磁性材料出货量位列行业首位。	全球规模最大的铁氧体磁性材料生产企业	2026-03-05\|21.30\|-1.02\|21.90\|21.99\|21.08\|256932;2026-03-06\|21.45\|0.70\|21.13\|21.70\|20.96\|203643;2026-03-09\|21.98\|2.47\|21.11\|22.12\|20.45\|399228;2026-03-10\|22.50\|2.37\|22.11\|22.70\|22.11\|378785;2026-03-11\|22.83\|1.47\|22.48\|23.09\|22.36\|400544;2026-03-12\|23.49\|2.89\|22.85\|23.56\|22.80\|491339;2026-03-13\|25.84\|10.00\|23.79\|25.84\|23.60\|862026;2026-03-16\|23.69\|-8.32\|25.30\|25.30\|23.34\|1197267;2026-03-17\|22.78\|-3.84\|23.74\|23.86\|22.76\|639153;2026-03-18\|22.40\|-1.67\|22.77\|22.90\|21.91\|447336;2026-03-19\|21.73\|-2.99\|21.98\|22.28\|21.59\|351644;2026-03-20\|22.26\|2.44\|21.90\|23.16\|21.71\|591617;2026-03-23\|21.60\|-2.96\|21.83\|22.56\|21.32\|497530;2026-03-24\|21.60\|0.00\|21.87\|21.90\|20.58\|423592;2026-03-25\|21.94\|1.57\|21.68\|22.23\|21.36\|392906;2026-03-26\|21.54\|-1.82\|21.83\|22.16\|21.41\|304344;2026-03-27\|21.43\|-0.51\|21.25\|21.80\|21.22\|300780;2026-03-30\|19.76\|-7.79\|21.00\|21.03\|19.29\|739999;2026-03-31\|18.60\|-5.87\|19.60\|19.65\|18.55\|621101;2026-04-01\|19.16\|3.01\|18.94\|19.28\|18.70\|424219;2026-04-02\|18.37\|-4.12\|19.17\|19.17\|18.28\|322044;2026-04-03\|17.90\|-2.56\|18.44\|18.61\|17.88\|215664;2026-04-07\|17.94\|0.22\|18.00\|18.18\|17.77\|222528;2026-04-08\|18.64\|3.90\|18.31\|18.65\|18.28\|428765;2026-04-09\|18.47\|-0.91\|18.40\|18.56\|18.24\|271650;2026-04-10\|18.77\|1.62\|18.59\|19.07\|18.59\|344319;2026-04-13\|19.54\|4.10\|18.87\|20.04\|18.77\|561557;2026-04-14\|19.68\|0.72\|19.70\|19.71\|19.31\|328363;2026-04-15\|19.33\|-1.78\|19.75\|19.79\|19.25\|294327;2026-04-16\|19.41\|0.41\|19.34\|19.50\|19.23\|257290;2026-04-17\|19.39\|-0.10\|19.34\|19.46\|19.12\|257523;2026-04-20\|19.64\|1.29\|19.32\|19.75\|19.30\|250582;2026-04-21\|19.90\|1.32\|19.75\|19.97\|19.60\|287695;2026-04-22\|19.74\|-0.80\|19.87\|19.90\|19.57\|310106;2026-04-23\|19.10\|-3.24\|19.44\|19.57\|18.79\|449797;2026-04-24\|19.01\|-0.47\|19.00\|19.18\|18.94\|195888;2026-04-27\|18.78\|-1.21\|19.01\|19.14\|18.68\|215725;2026-04-28\|18.43\|-1.86\|18.72\|18.79\|18.32\|181273;2026-04-29\|19.16\|3.96\|18.35\|19.20\|18.35\|262629;2026-04-30\|18.94\|-1.15\|19.00\|19.15\|18.81\|169107;2026-05-06\|19.60\|3.48\|19.18\|19.75\|19.10\|323004;2026-05-07\|19.74\|0.71\|19.69\|19.83\|19.54\|259987;2026-05-08\|19.64\|-0.51\|19.57\|19.74\|19.46\|229987;2026-05-11\|19.90\|1.32\|19.71\|20.04\|19.71\|346166;2026-05-12\|19.67\|-1.16\|20.03\|20.10\|19.60\|245897;2026-05-13\|20.04\|1.88\|19.61\|20.15\|19.58\|296420;2026-05-14\|19.75\|-1.45\|20.20\|20.39\|19.75\|365780;2026-05-15\|19.18\|-2.89\|19.83\|19.95\|19.00\|356742;2026-05-18\|19.61\|2.24\|19.10\|19.93\|18.93\|302633;2026-05-19\|19.39\|-1.12\|19.47\|19.86\|19.15\|249785;2026-05-20\|20.02\|3.25\|19.28\|20.20\|19.21\|450147;2026-05-21\|19.73\|-1.45\|20.25\|20.70\|19.72\|532565;2026-05-22\|20.37\|3.24\|19.98\|20.45\|19.68\|418515;2026-05-25\|22.41\|10.01\|20.51\|22.41\|20.40\|952149;2026-05-26\|23.45\|4.64\|22.80\|24.15\|22.80\|1283213;2026-05-27\|24.52\|4.56\|23.39\|25.25\|23.26\|979973;2026-05-28\|26.97\|9.99\|24.48\|26.97\|24.26\|1221028;2026-05-29\|25.21\|-6.53\|26.82\|26.85\|24.95\|1008427;2026-06-01\|24.33\|-3.49\|25.06\|26.11\|24.29\|736539;2026-06-02\|25.66\|5.47\|24.33\|26.32\|23.42\|783141;2026-06-03\|27.50\|7.17\|25.80\|28.23\|25.56\|1185369;2026-06-04\|29.42\|6.98\|27.49\|30.24\|26.54\|1312554;2026-06-05\|29.16\|-0.88\|29.01\|30.18\|27.82\|1119997;2026-06-08\|26.50\|-9.12\|27.59\|28.19\|26.34\|809897;2026-06-09\|27.83\|5.02\|27.70\|28.44\|26.87\|721818;2026-06-10\|25.48\|-8.44\|27.21\|27.43\|25.16\|830243;2026-06-11\|24.72\|-2.98\|25.30\|25.68\|24.40\|669529;2026-06-12\|24.62\|-0.40\|25.08\|26.18\|24.29\|834595;2026-06-15\|25.45\|3.37\|25.05\|25.58\|24.55\|676935;2026-06-16\|26.25\|3.14\|25.62\|27.27\|24.85\|1002312;2026-06-17\|26.32\|0.27\|26.03\|26.94\|25.48\|832598;2026-06-18\|27.13\|5.44\|25.61\|27.88\|25.16\|1068914;2026-06-22\|29.24\|7.78\|27.80\|29.31\|26.95\|1241482;2026-06-23\|29.25\|0.03\|28.60\|29.63\|27.81\|1077852;2026-06-24\|27.45\|-6.15\|28.88\|29.30\|26.71\|989550;2026-06-25\|30.20\|10.02\|27.46\|30.20\|26.68\|848919;2026-06-26\|30.52\|1.06\|30.17\|31.97\|29.81\|1192784;2026-06-29\|28.83\|-5.54\|30.22\|30.86\|27.50\|921776;2026-06-30\|30.48\|5.72\|28.83\|30.96\|28.55\|691632;2026-07-01\|30.76\|0.92\|30.88\|31.89\|29.99\|801477;2026-07-02\|30.66\|-0.33\|29.50\|32.74\|29.30\|964790;2026-07-03\|32.82\|7.04\|31.11\|33.73\|29.11\|1258444;2026-07-06\|30.78\|-6.22\|32.83\|33.01\|29.54\|1201906;2026-07-07\|30.95\|0.55\|30.49\|31.79\|30.06\|758823;2026-07-08\|29.94\|-3.26\|32.60\|32.91\|29.74\|921500;2026-07-09\|27.91\|-6.78\|29.66\|29.90\|26.95\|1039571;2026-07-10\|26.75\|-4.16\|27.76\|28.09\|26.66\|736380;2026-07-13\|24.08\|-9.98\|26.11\|26.30\|24.08\|521558;2026-07-14\|25.71\|6.77\|23.60\|25.76\|22.93\|760055;2026-07-15\|25.77\|0.23\|25.86\|26.99\|25.62\|561796
111710	发改委：将加快具身智能训练基础设施建设	炭黑+白炭黑+产能扩张行业原因： 1、据国投期货4月7日指出，美伊冲突升级致霍尔木兹海峡封锁，中东甲醇出口受阻，全球供给收缩。 2、油价高企放大煤化工替代经济性，煤制烯烃价差优势凸显，强化板块盈利预期。公司原因： 1、据2025年半年度报告，公司炭黑已投产能64.5万吨/年、白炭黑3.5万吨/年，规模国内领先，客户涵盖米其林、大陆马牌等全球头部轮胎企业。 2、据2025年半年度报告及2025年4月10日投资者关系记录，山西龙星碳基新材料、重庆项目等拟逐步投产，产能释放有望扩大经营规模。 3、据2025年9月15日互动易，公司携手复旦、中科院等攻关碳基新材料与绿色降碳技术，累计获专利122项。	国内炭黑行业骨干企业，产量规模国内第三，有储备导电炭黑技术，据网络资料，高端炭黑是人形机器人电子皮肤必不可少材料；董事长刘鹏达增持0.33%股份	2026-03-05\|6.43\|1.10\|6.48\|6.60\|6.37\|109949;2026-03-06\|6.67\|3.73\|6.41\|6.68\|6.39\|116307;2026-03-09\|6.70\|0.45\|6.67\|6.83\|6.60\|171345;2026-03-10\|6.62\|-1.19\|6.67\|6.71\|6.58\|125845;2026-03-11\|6.67\|0.76\|6.63\|6.68\|6.56\|97136;2026-03-12\|6.74\|1.05\|6.68\|6.88\|6.68\|168292;2026-03-13\|6.91\|2.52\|6.74\|6.93\|6.72\|236555;2026-03-16\|6.72\|-2.75\|6.83\|6.93\|6.64\|196006;2026-03-17\|6.57\|-2.23\|6.73\|6.86\|6.56\|121537;2026-03-18\|6.55\|-0.30\|6.60\|6.61\|6.50\|87423;2026-03-19\|6.26\|-4.43\|6.56\|6.57\|6.23\|136325;2026-03-20\|5.73\|-8.47\|6.31\|6.33\|5.72\|279927;2026-03-23\|5.57\|-2.79\|5.65\|5.83\|5.42\|189396;2026-03-24\|5.85\|5.03\|5.69\|5.87\|5.45\|155164;2026-03-25\|5.83\|-0.34\|5.81\|5.91\|5.79\|84585;2026-03-26\|5.81\|-0.34\|5.83\|5.95\|5.75\|67962;2026-03-27\|5.97\|2.75\|5.75\|5.98\|5.73\|94371;2026-03-30\|5.96\|-0.17\|5.90\|6.06\|5.83\|82135;2026-03-31\|5.83\|-2.18\|5.93\|6.02\|5.82\|87293;2026-04-01\|5.91\|1.37\|5.90\|5.97\|5.82\|109641;2026-04-02\|5.81\|-1.69\|5.91\|5.93\|5.71\|89682;2026-04-03\|5.47\|-5.85\|5.81\|5.81\|5.43\|131690;2026-04-07\|6.02\|10.05\|5.51\|6.02\|5.47\|154250;2026-04-08\|6.22\|3.32\|6.17\|6.30\|6.07\|400982;2026-04-09\|6.05\|-2.73\|6.08\|6.16\|5.92\|239840;2026-04-10\|5.91\|-2.31\|6.05\|6.06\|5.87\|175176;2026-04-13\|5.89\|-0.34\|5.94\|6.03\|5.85\|111556;2026-04-14\|5.86\|-0.51\|5.95\|5.95\|5.76\|138748;2026-04-15\|5.78\|-1.37\|5.86\|5.86\|5.74\|92804;2026-04-16\|5.84\|1.04\|5.80\|5.86\|5.73\|93676;2026-04-17\|5.68\|-2.74\|5.83\|5.84\|5.65\|125669;2026-04-20\|5.72\|0.70\|5.66\|5.73\|5.66\|75130;2026-04-21\|5.73\|0.17\|5.68\|5.75\|5.58\|98102;2026-04-22\|5.79\|1.05\|5.70\|5.83\|5.67\|108360;2026-04-23\|5.79\|0.00\|5.76\|5.90\|5.70\|103199;2026-04-24\|5.84\|0.86\|5.75\|5.85\|5.67\|104592;2026-04-27\|6.20\|6.16\|5.84\|6.42\|5.70\|381869;2026-04-28\|6.09\|-1.77\|6.18\|6.23\|6.04\|231224;2026-04-29\|6.37\|4.60\|6.03\|6.55\|5.97\|321592;2026-04-30\|6.24\|-2.04\|6.24\|6.40\|6.18\|232132;2026-05-06\|6.47\|3.69\|6.30\|6.53\|6.16\|287400;2026-05-07\|6.42\|-0.77\|6.54\|6.55\|6.39\|194609;2026-05-08\|6.37\|-0.78\|6.37\|6.52\|6.30\|153299;2026-05-11\|6.20\|-2.67\|6.39\|6.40\|6.17\|160785;2026-05-12\|6.06\|-2.26\|6.20\|6.21\|6.03\|101484;2026-05-13\|6.16\|1.65\|6.11\|6.36\|6.04\|154090;2026-05-14\|6.02\|-2.27\|6.20\|6.20\|6.02\|117594;2026-05-15\|6.10\|1.33\|6.05\|6.27\|6.02\|162164;2026-05-18\|5.89\|-3.44\|6.09\|6.09\|5.76\|164034;2026-05-19\|6.09\|3.40\|6.09\|6.28\|5.98\|251224;2026-05-20\|6.70\|10.02\|6.09\|6.70\|6.04\|398927;2026-05-21\|7.37\|10.00\|6.82\|7.37\|6.72\|1377504;2026-05-22\|8.11\|10.04\|7.49\|8.11\|6.95\|939762;2026-05-25\|7.85\|-3.21\|8.59\|8.92\|7.51\|1300823;2026-05-26\|7.39\|-5.86\|7.96\|8.30\|7.17\|1452542;2026-05-27\|7.30\|-1.22\|7.21\|7.98\|7.03\|1052580;2026-05-28\|6.57\|-10.00\|6.93\|6.93\|6.57\|449096;2026-05-29\|5.91\|-10.05\|6.20\|6.27\|5.91\|827894;2026-06-01\|5.85\|-1.02\|5.78\|5.98\|5.63\|504489;2026-06-02\|5.63\|-3.76\|5.81\|5.84\|5.51\|475752;2026-06-03\|5.58\|-0.89\|5.56\|5.68\|5.52\|352851;2026-06-04\|5.49\|-1.61\|5.56\|5.59\|5.42\|269633;2026-06-05\|5.49\|0.00\|5.50\|5.56\|5.25\|331985;2026-06-08\|5.17\|-5.83\|5.30\|5.45\|5.14\|307203;2026-06-09\|5.39\|4.26\|5.28\|5.40\|5.15\|257243;2026-06-10\|5.19\|-3.71\|5.37\|5.40\|5.13\|240689;2026-06-11\|5.16\|-0.58\|5.15\|5.23\|5.05\|159089;2026-06-12\|5.18\|0.39\|5.27\|5.29\|5.11\|180490;2026-06-15\|5.22\|0.77\|5.25\|5.34\|5.21\|206053;2026-06-16\|5.16\|-1.15\|5.28\|5.28\|5.10\|182683;2026-06-17\|4.98\|-3.49\|5.14\|5.14\|4.97\|213631;2026-06-18\|5.48\|10.04\|4.98\|5.48\|4.97\|398019;2026-06-22\|5.64\|2.92\|5.48\|5.67\|5.25\|499248;2026-06-23\|5.85\|3.72\|5.60\|6.10\|5.55\|714413;2026-06-24\|5.58\|-4.62\|5.72\|5.90\|5.55\|440800;2026-06-25\|5.37\|-3.76\|5.60\|5.88\|5.27\|391074;2026-06-26\|5.12\|-4.66\|5.34\|5.37\|5.11\|324922;2026-06-29\|5.03\|-1.76\|5.20\|5.47\|4.98\|307514;2026-06-30\|4.93\|-1.99\|4.98\|5.06\|4.90\|209773;2026-07-01\|5.42\|9.94\|4.96\|5.42\|4.91\|306538;2026-07-02\|5.36\|-1.11\|5.34\|5.56\|5.29\|341287;2026-07-03\|5.27\|-1.68\|5.46\|5.47\|5.26\|225215;2026-07-06\|5.16\|-2.09\|5.31\|5.42\|5.16\|202153;2026-07-07\|5.08\|-1.55\|5.15\|5.19\|5.04\|154409;2026-07-08\|4.96\|-2.36\|5.07\|5.09\|4.84\|180382;2026-07-09\|4.87\|-1.81\|4.96\|5.02\|4.75\|212229;2026-07-10\|4.90\|0.62\|4.80\|5.02\|4.75\|184798;2026-07-13\|4.63\|-5.51\|4.90\|4.92\|4.61\|173286;2026-07-14\|4.71\|1.73\|4.63\|4.73\|4.52\|133909;2026-07-15\|4.71\|0.00\|4.68\|4.79\|4.66\|107337
111709	发改委：将加快具身智能训练基础设施建设	机器人+电网MRO+央企客户 1、据2026年3月20日机构调研，公司2024年组建50人团队推进四足机器人应用开发，2025年推进半人马机器人四足机器人+机械臂+灵巧手应用开发，2026年拟进行人形机器人应用开发，形成“无人机+机器人”空地联动方案，服务电网、应急等场景。 2、据2026年3月20日机构调研，公司所处的国央企的MRO集约化采购正处于快速发展期。公司作为国家电网MRO产品的核心供应商，将紧紧抓住这一市场契机，将电网领域的成功经验复刻至油气、发电、交通等新兴行业，努力成为能源、交通、应急等领域的MRO引领者。 3、据2025年7月14日互动易，公司为电网等客户提供MRO集约化服务，2025年上半年净利润预增27%-55%，主因电网高负荷推动设备维护需求。	公司2026年拟进行人形机器人应用开发	2026-03-05\|23.98\|2.39\|24.18\|24.50\|23.81\|60104;2026-03-06\|24.53\|2.29\|24.18\|24.55\|23.68\|55262;2026-03-09\|23.69\|-3.42\|23.90\|24.14\|22.35\|121979;2026-03-10\|24.00\|1.31\|23.65\|24.32\|23.50\|83127;2026-03-11\|23.22\|-3.25\|24.20\|24.97\|23.10\|94551;2026-03-12\|22.88\|-1.46\|23.10\|23.21\|22.48\|65901;2026-03-13\|24.20\|5.77\|22.76\|24.98\|22.59\|186992;2026-03-16\|24.23\|0.12\|24.38\|24.46\|23.82\|76964;2026-03-17\|23.46\|-3.18\|24.00\|24.77\|23.30\|75818;2026-03-18\|23.80\|1.45\|23.93\|23.99\|23.15\|46867;2026-03-19\|23.11\|-2.90\|23.33\|23.68\|22.99\|51958;2026-03-20\|22.25\|-3.72\|23.57\|23.70\|22.18\|60409;2026-03-23\|21.49\|-3.42\|21.75\|22.39\|21.07\|67718;2026-03-24\|23.64\|10.00\|22.00\|23.64\|21.59\|118448;2026-03-25\|24.37\|3.09\|23.98\|24.68\|23.66\|108917;2026-03-26\|24.05\|-1.31\|24.60\|24.60\|23.93\|65303;2026-03-27\|23.50\|-2.29\|23.89\|23.89\|22.81\|77055;2026-03-30\|23.33\|-0.72\|23.39\|23.75\|22.93\|63474;2026-03-31\|23.95\|2.66\|23.43\|24.40\|23.15\|91849;2026-04-01\|24.40\|1.88\|24.19\|24.85\|24.10\|93769;2026-04-02\|25.07\|2.75\|24.55\|25.79\|24.20\|116475;2026-04-03\|26.10\|4.11\|25.00\|26.58\|24.88\|156300;2026-04-07\|26.11\|0.04\|26.00\|27.55\|25.81\|155114;2026-04-08\|26.65\|2.07\|26.37\|26.88\|25.66\|139309;2026-04-09\|29.32\|10.02\|26.65\|29.32\|26.48\|183023;2026-04-10\|28.96\|-1.23\|29.12\|30.65\|28.78\|223185;2026-04-13\|27.46\|-5.18\|28.80\|28.81\|26.88\|163338;2026-04-14\|28.05\|2.15\|27.55\|28.42\|25.96\|202395;2026-04-15\|28.09\|0.14\|27.80\|29.38\|27.70\|128766;2026-04-16\|28.25\|0.57\|28.09\|28.60\|27.70\|80402;2026-04-17\|28.57\|1.13\|28.66\|28.69\|27.80\|89689;2026-04-20\|29.06\|1.72\|29.00\|29.44\|27.52\|154691;2026-04-21\|27.80\|-4.34\|29.06\|29.08\|26.50\|183553;2026-04-22\|27.25\|-1.98\|27.80\|28.17\|26.67\|125486;2026-04-23\|25.94\|-4.81\|27.24\|27.78\|25.90\|132619;2026-04-24\|25.37\|-2.20\|26.69\|26.70\|25.15\|113111;2026-04-27\|26.62\|4.93\|25.01\|27.18\|24.53\|146084;2026-04-28\|25.58\|-3.91\|26.02\|26.60\|25.50\|94554;2026-04-29\|25.58\|0.00\|25.78\|26.20\|25.44\|73336;2026-04-30\|25.04\|-2.11\|25.82\|26.00\|25.00\|78296;2026-05-06\|25.65\|2.44\|25.10\|26.15\|25.00\|86439;2026-05-07\|26.10\|1.75\|25.73\|26.68\|25.40\|93041;2026-05-08\|25.49\|-2.34\|26.13\|26.19\|25.40\|78117;2026-05-11\|25.72\|0.90\|25.72\|26.48\|25.00\|99861;2026-05-12\|24.63\|-4.24\|25.62\|26.00\|24.10\|133787;2026-05-13\|24.43\|-0.81\|24.51\|25.80\|24.30\|115694;2026-05-14\|23.88\|-2.25\|24.45\|24.63\|23.67\|75200;2026-05-15\|24.06\|0.75\|24.15\|24.50\|23.55\|65435;2026-05-18\|23.62\|-1.83\|23.82\|23.94\|23.15\|63455;2026-05-19\|24.31\|2.92\|23.82\|24.65\|22.71\|132000;2026-05-20\|25.10\|3.25\|24.30\|25.45\|23.90\|104561;2026-05-21\|24.30\|-3.19\|25.20\|25.71\|24.26\|112246;2026-05-22\|24.77\|1.93\|24.20\|24.99\|24.15\|85587;2026-05-25\|25.40\|2.54\|24.95\|27.25\|24.92\|244028;2026-05-26\|24.35\|-4.13\|25.43\|25.43\|23.70\|153684;2026-05-27\|22.80\|-6.37\|24.01\|24.29\|22.74\|113192;2026-05-28\|22.90\|0.44\|22.60\|23.19\|22.44\|56559;2026-05-29\|21.79\|-4.85\|23.10\|23.10\|21.51\|71649;2026-06-01\|21.20\|-2.71\|21.80\|22.08\|21.18\|65272;2026-06-02\|18.99\|-9.10\|20.16\|20.50\|18.84\|132234;2026-06-03\|19.83\|4.42\|18.95\|20.20\|18.86\|112131;2026-06-04\|19.29\|-2.72\|20.00\|20.00\|19.03\|67637;2026-06-05\|19.35\|0.31\|19.28\|19.85\|18.55\|76086;2026-06-08\|18.73\|-3.20\|19.15\|19.56\|18.42\|61774;2026-06-09\|19.03\|1.60\|18.88\|19.09\|18.45\|42088;2026-06-10\|18.55\|-2.52\|19.00\|19.00\|18.12\|53855;2026-06-11\|18.21\|-1.83\|18.29\|18.50\|18.02\|45464;2026-06-12\|17.98\|-1.26\|18.21\|18.58\|17.88\|53328;2026-06-15\|18.50\|2.89\|18.10\|18.70\|18.00\|63981;2026-06-16\|18.15\|-1.89\|18.50\|18.67\|18.08\|53069;2026-06-17\|17.59\|-3.09\|18.10\|18.24\|17.57\|54215;2026-06-18\|17.75\|0.91\|17.99\|18.32\|17.41\|58236;2026-06-22\|17.65\|-0.56\|17.71\|17.75\|17.12\|56820;2026-06-23\|17.43\|-1.25\|17.47\|18.05\|17.34\|48201;2026-06-24\|17.43\|0.00\|17.40\|17.51\|17.00\|46768;2026-06-25\|16.74\|-3.96\|17.52\|17.52\|16.66\|83226;2026-06-26\|15.98\|-4.54\|16.98\|16.98\|15.85\|64864;2026-06-29\|15.44\|-3.38\|15.82\|15.82\|15.21\|83478;2026-06-30\|16.00\|3.63\|15.33\|16.42\|15.22\|91089;2026-07-01\|15.96\|-0.25\|16.01\|16.31\|15.80\|59711;2026-07-02\|16.01\|0.31\|16.22\|16.64\|15.77\|73084;2026-07-03\|16.56\|3.44\|16.02\|16.88\|15.90\|64199;2026-07-06\|16.02\|-3.26\|16.42\|16.96\|15.89\|64407;2026-07-07\|15.38\|-4.00\|16.00\|16.26\|15.30\|44354;2026-07-08\|15.03\|-2.28\|15.38\|15.61\|15.01\|42688;2026-07-09\|14.92\|-0.73\|15.06\|15.15\|14.36\|57436;2026-07-10\|14.77\|-1.01\|14.98\|15.34\|14.75\|57603;2026-07-13\|14.29\|-3.25\|14.87\|14.87\|14.20\|58268;2026-07-14\|14.38\|0.63\|14.32\|14.50\|13.83\|42382;2026-07-15\|14.57\|1.32\|14.41\|15.16\|14.16\|61316
111708	发改委：将加快具身智能训练基础设施建设	机器人+福建国资+华为合作 1、据2026年4月15日年报，公司表示“积极探索机器人业务布局”，依托手机/IoT优势主攻感知模组、控制单元等共用技术，整合产业资源切入机器人赛道。 2、据2026年5月8日公告，间接控股股东福建省电子信息集团在5月6-7日通过二级市场增持978万股，占总股本1.65%，持股比例升至27.68%。 3、据2026年4月24日业绩说明会，公司全资子公司中诺通讯为华为提供智能手机等ODM服务，产品可按需搭载鸿蒙系统。	公司全资子公司深圳市中诺通讯有限公司可根据客户需求提供酒店机器人、工业机器人的JDM/OEM服务，目前酒店服务机器人已少量出货，工业机器人处于试产阶段	2026-03-05\|12.10\|4.31\|11.80\|12.25\|11.75\|204107;2026-03-06\|12.05\|-0.41\|12.19\|12.19\|11.86\|132188;2026-03-09\|11.83\|-1.83\|11.78\|11.88\|11.53\|158446;2026-03-10\|12.05\|1.86\|11.99\|12.12\|11.94\|113520;2026-03-11\|11.97\|-0.66\|12.06\|12.17\|11.95\|98231;2026-03-12\|11.84\|-1.09\|11.90\|12.03\|11.76\|92652;2026-03-13\|11.64\|-1.69\|11.80\|11.87\|11.61\|95374;2026-03-16\|11.76\|1.03\|11.61\|11.76\|11.49\|97557;2026-03-17\|11.51\|-2.13\|11.80\|11.85\|11.50\|105636;2026-03-18\|11.74\|2.00\|11.50\|11.74\|11.44\|106716;2026-03-19\|11.36\|-3.24\|11.60\|11.60\|11.32\|111439;2026-03-20\|11.00\|-3.17\|11.37\|11.49\|10.98\|125811;2026-03-23\|10.38\|-5.64\|10.61\|10.90\|10.28\|177869;2026-03-24\|10.86\|4.62\|10.60\|10.87\|10.44\|160678;2026-03-25\|11.03\|1.57\|10.87\|11.05\|10.86\|105121;2026-03-26\|10.72\|-2.81\|10.98\|11.08\|10.67\|97486;2026-03-27\|10.88\|1.49\|10.60\|10.92\|10.55\|84311;2026-03-30\|11.00\|1.10\|10.71\|11.00\|10.65\|88165;2026-03-31\|10.92\|-0.73\|10.94\|11.18\|10.90\|83252;2026-04-01\|11.08\|1.47\|11.11\|11.14\|10.99\|71540;2026-04-02\|10.89\|-1.71\|11.06\|11.11\|10.80\|73964;2026-04-03\|10.73\|-1.47\|10.96\|10.96\|10.71\|61238;2026-04-07\|11.03\|2.80\|11.08\|11.33\|10.90\|188709;2026-04-08\|11.38\|3.17\|11.24\|11.38\|11.13\|206237;2026-04-09\|11.20\|-1.58\|11.20\|11.33\|11.15\|120033;2026-04-10\|11.29\|0.80\|11.27\|11.39\|11.22\|124203;2026-04-13\|11.39\|0.89\|11.22\|11.42\|11.15\|113515;2026-04-14\|11.46\|0.61\|11.45\|11.53\|11.35\|115338;2026-04-15\|11.45\|-0.09\|11.49\|11.68\|11.40\|171290;2026-04-16\|11.48\|0.26\|11.46\|11.51\|11.33\|118379;2026-04-17\|11.60\|1.05\|11.48\|11.66\|11.44\|120506;2026-04-20\|11.78\|1.55\|11.61\|11.82\|11.56\|156385;2026-04-21\|12.02\|2.04\|12.15\|12.40\|11.84\|418610;2026-04-22\|12.19\|1.41\|11.88\|12.24\|11.88\|320462;2026-04-23\|11.80\|-3.20\|12.14\|12.14\|11.75\|207913;2026-04-24\|12.02\|1.86\|11.74\|12.12\|11.66\|238178;2026-04-27\|12.64\|5.16\|11.97\|12.74\|11.82\|498794;2026-04-28\|12.18\|-3.64\|12.50\|12.58\|12.08\|287117;2026-04-29\|12.14\|-0.33\|12.09\|12.27\|12.06\|199771;2026-04-30\|12.21\|0.58\|12.10\|12.32\|12.08\|159772;2026-05-06\|12.88\|5.49\|12.30\|13.15\|12.30\|511900;2026-05-07\|13.00\|0.93\|12.86\|13.10\|12.73\|379525;2026-05-08\|13.26\|2.00\|13.00\|13.43\|12.95\|361659;2026-05-11\|13.21\|-0.38\|13.29\|13.37\|13.15\|282463;2026-05-12\|12.97\|-1.82\|13.17\|13.19\|12.86\|244559;2026-05-13\|12.99\|0.15\|12.87\|13.12\|12.74\|212564;2026-05-14\|12.73\|-2.00\|13.00\|13.19\|12.72\|210224;2026-05-15\|12.59\|-1.10\|12.70\|12.88\|12.48\|223287;2026-05-18\|12.56\|-0.24\|12.56\|12.63\|12.35\|162136;2026-05-19\|12.66\|0.80\|12.51\|12.70\|12.42\|136845;2026-05-20\|12.46\|-1.58\|12.62\|12.73\|12.40\|159124;2026-05-21\|11.97\|-3.93\|12.51\|12.80\|11.96\|215701;2026-05-22\|12.32\|2.92\|12.10\|12.43\|11.88\|177142;2026-05-25\|13.17\|6.90\|12.32\|13.55\|12.32\|794587;2026-05-26\|13.99\|6.23\|13.40\|13.99\|13.33\|1074053;2026-05-27\|13.43\|-4.00\|13.66\|13.93\|13.39\|636000;2026-05-28\|13.71\|2.08\|13.64\|13.88\|13.41\|504057;2026-05-29\|12.82\|-6.49\|13.61\|13.61\|12.75\|508483;2026-06-01\|13.06\|1.87\|12.66\|13.47\|12.66\|417808;2026-06-02\|12.98\|-0.61\|13.06\|13.30\|12.80\|380522;2026-06-03\|12.52\|-3.54\|12.98\|13.10\|12.36\|395518;2026-06-04\|12.45\|-0.56\|12.30\|12.92\|12.24\|294946;2026-06-05\|12.91\|3.69\|12.30\|13.19\|11.75\|525808;2026-06-08\|12.11\|-6.20\|12.31\|12.88\|11.91\|363458;2026-06-09\|12.05\|-0.50\|12.40\|12.42\|11.81\|243072;2026-06-10\|11.58\|-3.90\|11.82\|12.05\|11.40\|309506;2026-06-11\|11.45\|-1.12\|11.39\|11.80\|11.13\|238011;2026-06-12\|11.12\|-2.88\|11.59\|11.80\|11.06\|292101;2026-06-15\|11.64\|4.68\|11.21\|11.86\|11.21\|307045;2026-06-16\|12.53\|7.65\|11.55\|12.80\|11.40\|574545;2026-06-17\|12.63\|0.80\|12.30\|13.02\|12.25\|410294;2026-06-18\|12.46\|-1.35\|12.55\|12.65\|12.35\|239658;2026-06-22\|12.33\|-1.04\|12.48\|12.59\|12.10\|257948;2026-06-23\|12.79\|3.73\|12.18\|13.49\|12.13\|386006;2026-06-24\|12.20\|-4.61\|12.50\|12.77\|11.70\|477718;2026-06-25\|12.62\|3.44\|12.20\|13.13\|11.94\|568221;2026-06-26\|12.02\|-4.75\|12.30\|12.61\|12.02\|374374;2026-06-29\|11.63\|-3.24\|12.08\|12.20\|11.31\|319734;2026-06-30\|12.15\|4.47\|11.60\|12.21\|11.52\|257617;2026-07-01\|12.34\|1.56\|12.18\|12.96\|11.97\|315843;2026-07-02\|12.11\|-1.86\|12.06\|12.52\|11.88\|257470;2026-07-03\|12.82\|5.86\|12.00\|13.26\|11.94\|569072;2026-07-06\|12.65\|-1.33\|12.84\|13.17\|12.09\|486600;2026-07-07\|13.16\|4.03\|12.50\|13.36\|12.33\|725862;2026-07-08\|12.74\|-3.19\|13.12\|13.12\|12.57\|541304;2026-07-09\|13.40\|5.18\|12.98\|13.47\|12.82\|748094;2026-07-10\|12.72\|-5.07\|13.12\|13.40\|12.66\|694516;2026-07-13\|12.15\|-4.48\|12.46\|12.97\|11.82\|511202;2026-07-14\|12.04\|-0.91\|12.29\|12.95\|11.60\|467752;2026-07-15\|10.84\|-9.97\|12.08\|12.19\|10.84\|598533
111707	发改委：将加快具身智能训练基础设施建设	澄清机器人概念+物料输送设备+出海 1、据2026年6月1日异动公告，公司再次澄清前期市场讨论的“机器人”概念，明确表示公司主要针对产品生产加工过程进行自动化、智能化改造，并未涉及机器人及相关零部件的生产制造业务，产品亦未应用于机器人领域。 2、据2025年年度报告，公司主营业务为物料输送设备的研发、设计、制造和销售，主要产品包括板链斗式提升机、胶带斗式提升机等多系列输送设备及其配件，广泛应用于水泥建材、港口、钢铁、化工等行业。 3、据2025年年度报告及2026年5月27日互动易，公司依托总包商协同出海与自营直接出口“双轮驱动”模式，持续拓展非洲、东南亚、中东等新兴市场，中标多个海外大型水泥熟料生产线项目，直接及间接出口订单整体实现较大增长。	公司通过持续实施自动化、智能化改造，更新迭代生产设备，在物料输送设备制造领域的生产工艺已相对成熟，应用了机器人自动焊接技术，机器人视觉识别自动上下料、自动装箱等技术	2026-03-05\|59.05\|-6.67\|62.80\|64.50\|58.50\|43728;2026-03-06\|60.04\|1.68\|59.21\|61.15\|59.07\|27306;2026-03-09\|56.10\|-6.56\|59.15\|59.50\|54.04\|31426;2026-03-10\|57.57\|2.62\|56.78\|58.86\|55.87\|22004;2026-03-11\|55.68\|-3.28\|58.14\|58.14\|55.60\|14873;2026-03-12\|54.05\|-2.93\|55.75\|55.90\|53.86\|12209;2026-03-13\|53.97\|-0.15\|54.48\|54.82\|53.70\|10239;2026-03-16\|53.38\|-1.09\|54.19\|54.42\|52.51\|9617;2026-03-17\|51.58\|-3.37\|53.80\|53.80\|51.37\|12838;2026-03-18\|51.65\|0.14\|51.78\|52.04\|51.20\|11917;2026-03-19\|49.47\|-4.22\|51.20\|51.39\|49.13\|12389;2026-03-20\|47.78\|-3.42\|49.87\|49.96\|47.74\|14831;2026-03-23\|46.27\|-3.16\|48.10\|48.37\|44.75\|19100;2026-03-24\|47.85\|3.41\|47.50\|47.96\|46.00\|17457;2026-03-25\|48.21\|0.75\|48.30\|48.68\|47.72\|12175;2026-03-26\|47.00\|-2.51\|48.49\|48.59\|46.83\|9916;2026-03-27\|47.75\|1.60\|46.49\|48.29\|46.00\|12240;2026-03-30\|48.25\|1.05\|48.21\|48.33\|47.25\|15931;2026-03-31\|49.00\|1.55\|48.26\|51.69\|48.01\|28179;2026-04-01\|49.10\|0.20\|49.80\|50.86\|48.00\|24753;2026-04-02\|47.69\|-2.87\|48.70\|48.98\|47.05\|14552;2026-04-03\|46.57\|-2.35\|48.00\|48.00\|46.26\|10288;2026-04-07\|46.79\|0.47\|46.26\|47.38\|46.26\|9611;2026-04-08\|49.78\|6.39\|47.99\|49.95\|47.99\|17061;2026-04-09\|48.16\|-3.25\|49.95\|49.95\|48.01\|12243;2026-04-10\|49.61\|3.01\|48.59\|50.35\|48.55\|13722;2026-04-13\|48.88\|-1.47\|49.26\|49.26\|48.20\|10431;2026-04-14\|49.80\|1.88\|49.05\|49.80\|48.84\|9667;2026-04-15\|49.08\|-1.45\|50.20\|50.50\|48.87\|8725;2026-04-16\|50.13\|2.14\|49.11\|50.49\|49.01\|9794;2026-04-17\|50.60\|0.94\|50.23\|50.70\|49.60\|8562;2026-04-20\|50.95\|0.69\|50.72\|51.15\|50.11\|10055;2026-04-21\|50.67\|-0.55\|51.01\|51.03\|49.90\|9355;2026-04-22\|50.15\|-1.03\|50.50\|50.50\|49.60\|10778;2026-04-23\|48.76\|-2.77\|50.00\|50.10\|48.15\|10980;2026-04-24\|48.84\|0.16\|48.36\|49.15\|47.76\|8029;2026-04-27\|49.56\|1.47\|49.00\|49.69\|47.91\|8754;2026-04-28\|48.40\|-2.34\|49.20\|49.55\|47.86\|7746;2026-04-29\|50.02\|3.35\|48.40\|51.72\|47.80\|16533;2026-04-30\|50.54\|1.04\|49.99\|51.08\|49.00\|12198;2026-05-06\|50.63\|0.18\|50.70\|51.50\|50.01\|11261;2026-05-07\|51.76\|2.23\|50.64\|53.13\|50.60\|17130;2026-05-08\|51.87\|0.21\|51.77\|52.23\|50.80\|10290;2026-05-11\|52.13\|0.50\|52.15\|52.95\|51.20\|12531;2026-05-12\|50.60\|-2.94\|52.25\|52.32\|50.41\|9752;2026-05-13\|49.91\|-1.36\|51.12\|51.14\|49.76\|9969;2026-05-14\|48.65\|-2.52\|50.02\|50.20\|48.11\|12160;2026-05-15\|48.80\|0.31\|49.00\|50.40\|48.60\|10155;2026-05-18\|50.01\|2.48\|49.35\|50.50\|48.48\|11252;2026-05-19\|49.64\|-0.74\|50.50\|50.50\|49.03\|8174;2026-05-20\|48.87\|-1.55\|49.46\|49.74\|48.51\|7334;2026-05-21\|53.76\|10.01\|49.01\|53.76\|49.00\|19781;2026-05-22\|59.14\|10.01\|55.00\|59.14\|55.00\|41035;2026-05-25\|58.00\|-1.93\|60.00\|65.05\|57.30\|72074;2026-05-26\|63.30\|9.14\|57.47\|63.80\|55.70\|65871;2026-05-27\|56.97\|-10.00\|60.14\|60.30\|56.97\|21115;2026-05-28\|51.27\|-10.01\|51.35\|53.80\|51.27\|14926;2026-05-29\|46.14\|-10.01\|49.02\|52.00\|46.14\|50221;2026-06-01\|49.81\|7.95\|45.62\|50.75\|44.62\|46573;2026-06-02\|48.50\|-2.63\|50.20\|50.92\|47.72\|32829;2026-06-03\|46.95\|-3.20\|48.96\|48.99\|46.40\|20782;2026-06-04\|46.25\|-1.49\|47.80\|47.87\|45.55\|15186;2026-06-05\|46.91\|1.43\|46.72\|47.75\|44.86\|15420;2026-06-08\|44.46\|-4.59\|45.00\|46.30\|43.50\|14642;2026-06-09\|44.89\|0.97\|44.98\|45.90\|43.88\|12723;2026-06-10\|43.50\|-3.10\|44.43\|45.41\|42.91\|14169;2026-06-11\|43.10\|-0.92\|45.35\|45.35\|42.45\|9807;2026-06-12\|43.21\|0.26\|43.95\|46.43\|43.20\|15027;2026-06-15\|43.71\|1.16\|43.56\|45.74\|43.13\|12737;2026-06-16\|42.77\|-2.15\|44.44\|44.44\|41.96\|12189;2026-06-17\|41.69\|-2.53\|42.42\|42.50\|41.60\|10480;2026-06-18\|41.31\|-0.91\|42.20\|42.20\|40.83\|10912;2026-06-22\|41.62\|0.75\|41.42\|41.75\|39.80\|14435;2026-06-23\|45.78\|10.00\|41.60\|45.78\|40.90\|14981;2026-06-24\|43.20\|-5.64\|45.80\|46.00\|42.08\|28297;2026-06-25\|41.61\|-3.68\|44.00\|44.28\|40.81\|22982;2026-06-26\|39.88\|-4.16\|42.02\|42.04\|39.83\|15557;2026-06-29\|39.26\|-1.55\|39.86\|40.60\|38.60\|13287;2026-06-30\|39.51\|0.64\|39.18\|40.30\|38.81\|11726;2026-07-01\|41.14\|4.13\|39.49\|41.39\|39.09\|12855;2026-07-02\|42.19\|2.55\|40.85\|44.81\|40.56\|18320;2026-07-03\|43.45\|2.99\|42.16\|44.13\|41.90\|11406;2026-07-06\|42.07\|-3.18\|42.99\|44.67\|41.78\|10853;2026-07-07\|39.99\|-4.94\|42.11\|42.47\|39.72\|9706;2026-07-08\|38.93\|-2.65\|40.08\|40.90\|38.89\|7547;2026-07-09\|39.46\|1.36\|38.69\|40.15\|38.20\|7713;2026-07-10\|40.15\|1.75\|39.31\|41.17\|39.16\|7817;2026-07-13\|37.59\|-6.38\|40.00\|40.13\|37.38\|8879;2026-07-14\|38.83\|3.30\|37.52\|38.99\|36.89\|8249;2026-07-15\|39.02\|0.49\|38.60\|40.16\|38.02\|7717
111706	发改委：将加快具身智能训练基础设施建设	高端MIM粉末+人形机器人+锂电池正极材料粉+山东国资 1、据2026年6月24日公告，公司控股子公司鲁银菏泽盐业有限公司拟通过增资扩股方式引入战略投资者，目前事项已预挂牌。 2、据2026年4月18日公告，公司拟与万华新能源共同出资设立合资公司，投资4.5亿元建设高性能金属粉体材料项目，规划年产20万吨雾化粉生产线，产品包括磷酸铁锂电池正极材料用高纯铁粉。 3、据2025年8月11日互动易，公司高端MIM粉末已批量供货人形机器人零部件。 4、据2025年年度报告，公司最终控制人为山东省人民政府国有资产监督管理委员会，是山东省国资委旗下企业。	公司的高端粉末产品涵盖MIM粉末，可应用于人形机器人的零部件	2026-03-05\|7.30\|0.97\|7.27\|7.36\|7.21\|103934;2026-03-06\|7.40\|1.37\|7.30\|7.41\|7.26\|113214;2026-03-09\|7.41\|0.14\|7.30\|7.50\|7.26\|129616;2026-03-10\|7.48\|0.94\|7.43\|7.50\|7.33\|116766;2026-03-11\|7.63\|2.01\|7.48\|7.68\|7.40\|184569;2026-03-12\|7.52\|-1.44\|7.65\|7.68\|7.49\|128757;2026-03-13\|7.42\|-1.33\|7.48\|7.55\|7.40\|116822;2026-03-16\|7.29\|-1.75\|7.39\|7.47\|7.24\|133184;2026-03-17\|7.18\|-1.51\|7.30\|7.33\|7.17\|90903;2026-03-18\|7.15\|-0.42\|7.17\|7.18\|7.06\|81178;2026-03-19\|6.97\|-2.52\|7.09\|7.15\|6.93\|78738;2026-03-20\|6.82\|-2.15\|6.96\|6.99\|6.81\|71503;2026-03-23\|6.47\|-5.13\|6.69\|6.76\|6.43\|114030;2026-03-24\|6.82\|5.41\|6.61\|6.85\|6.56\|108554;2026-03-25\|6.99\|2.49\|6.80\|7.02\|6.80\|76409;2026-03-26\|6.96\|-0.43\|6.99\|7.06\|6.90\|72038;2026-03-27\|7.32\|5.17\|6.96\|7.47\|6.93\|223639;2026-03-30\|7.20\|-1.64\|7.30\|7.30\|7.06\|133622;2026-03-31\|7.01\|-2.64\|7.17\|7.18\|7.01\|78212;2026-04-01\|7.06\|0.71\|7.10\|7.16\|7.01\|65628;2026-04-02\|7.03\|-0.42\|7.07\|7.14\|6.99\|44212;2026-04-03\|6.85\|-2.56\|7.10\|7.11\|6.83\|70128;2026-04-07\|7.02\|2.48\|6.85\|7.05\|6.83\|67511;2026-04-08\|7.11\|1.28\|7.05\|7.14\|7.03\|80848;2026-04-09\|7.09\|-0.28\|7.06\|7.22\|7.03\|91272;2026-04-10\|7.07\|-0.28\|7.08\|7.15\|7.06\|67109;2026-04-13\|7.12\|0.71\|7.03\|7.12\|7.03\|49635;2026-04-14\|7.05\|-0.98\|7.12\|7.12\|6.94\|68292;2026-04-15\|7.20\|2.13\|7.04\|7.26\|6.99\|118127;2026-04-16\|7.34\|1.94\|7.16\|7.55\|7.15\|184076;2026-04-17\|7.45\|1.50\|7.30\|7.49\|7.26\|133907;2026-04-20\|7.78\|4.43\|7.52\|8.16\|7.48\|286650;2026-04-21\|7.70\|-1.03\|7.75\|7.82\|7.60\|162027;2026-04-22\|7.62\|-1.04\|7.67\|7.68\|7.56\|96502;2026-04-23\|7.70\|1.05\|7.58\|7.86\|7.53\|140920;2026-04-24\|7.73\|0.39\|7.76\|7.86\|7.66\|113528;2026-04-27\|7.74\|0.13\|7.40\|7.80\|7.28\|138994;2026-04-28\|7.57\|-2.20\|7.75\|7.77\|7.56\|113852;2026-04-29\|7.57\|0.00\|7.62\|7.64\|7.53\|89495;2026-04-30\|7.50\|-0.92\|7.55\|7.62\|7.49\|96537;2026-05-06\|7.32\|-2.40\|7.52\|7.57\|7.24\|241222;2026-05-07\|7.32\|0.00\|7.34\|7.48\|7.25\|115167;2026-05-08\|7.37\|0.68\|7.30\|7.39\|7.29\|82288;2026-05-11\|7.31\|-0.81\|7.37\|7.41\|7.16\|135127;2026-05-12\|7.25\|-0.82\|7.31\|7.42\|7.21\|87487;2026-05-13\|7.25\|0.00\|7.29\|7.38\|7.20\|102092;2026-05-14\|7.09\|-2.21\|7.26\|7.26\|7.08\|78352;2026-05-15\|7.80\|10.01\|7.09\|7.80\|7.09\|306133;2026-05-18\|7.93\|1.67\|8.02\|8.05\|7.65\|517855;2026-05-19\|7.88\|-0.63\|7.81\|8.10\|7.80\|285527;2026-05-20\|8.05\|2.16\|7.96\|8.12\|7.88\|292242;2026-05-21\|7.95\|-1.24\|8.00\|8.18\|7.93\|270101;2026-05-22\|7.83\|-1.51\|7.90\|8.03\|7.66\|228297;2026-05-25\|8.12\|3.70\|8.00\|8.61\|8.00\|378191;2026-05-26\|8.70\|7.14\|8.12\|8.80\|8.01\|527057;2026-05-27\|8.06\|-7.36\|8.44\|8.51\|8.05\|369740;2026-05-28\|8.03\|-0.37\|7.88\|8.32\|7.85\|229789;2026-05-29\|7.57\|-5.73\|8.01\|8.03\|7.52\|267207;2026-06-01\|7.65\|1.06\|7.50\|7.68\|7.42\|111124;2026-06-02\|7.54\|-1.44\|7.65\|7.73\|7.41\|157712;2026-06-03\|7.40\|-1.86\|7.48\|7.57\|7.34\|134459;2026-06-04\|7.42\|0.27\|7.39\|7.43\|7.24\|92211;2026-06-05\|7.58\|2.16\|7.42\|7.62\|7.24\|151712;2026-06-08\|7.15\|-5.67\|7.40\|7.45\|7.13\|144123;2026-06-09\|7.18\|0.42\|7.26\|7.26\|7.03\|62689;2026-06-10\|7.08\|-1.39\|7.13\|7.18\|6.92\|93966;2026-06-11\|6.88\|-2.82\|7.03\|7.08\|6.83\|86507;2026-06-12\|7.06\|2.62\|6.95\|7.13\|6.86\|76208;2026-06-15\|7.15\|1.27\|7.06\|7.19\|7.02\|67807;2026-06-16\|7.04\|-1.54\|7.09\|7.15\|7.02\|58409;2026-06-17\|6.96\|-1.14\|7.00\|7.16\|6.93\|68858;2026-06-18\|6.76\|-2.87\|6.98\|6.99\|6.70\|98361;2026-06-22\|7.01\|3.70\|6.73\|7.04\|6.36\|165396;2026-06-23\|7.00\|-0.14\|6.95\|7.22\|6.93\|99584;2026-06-24\|6.89\|-1.57\|7.00\|7.11\|6.80\|69036;2026-06-25\|6.67\|-3.19\|6.88\|6.89\|6.64\|78103;2026-06-26\|6.42\|-3.75\|6.70\|6.70\|6.40\|75491;2026-06-29\|6.46\|0.62\|6.34\|6.50\|6.17\|88352;2026-06-30\|6.50\|0.62\|6.45\|6.54\|6.32\|56499;2026-07-01\|7.15\|10.00\|6.48\|7.15\|6.46\|117584;2026-07-02\|7.59\|6.15\|7.31\|7.72\|7.15\|274914;2026-07-03\|7.80\|3.45\|7.59\|7.90\|7.54\|228598;2026-07-06\|7.60\|-2.56\|7.75\|7.86\|7.51\|144926;2026-07-07\|7.57\|-0.39\|7.54\|7.69\|7.52\|123671;2026-07-08\|7.65\|1.06\|7.57\|7.83\|7.39\|166029;2026-07-09\|7.63\|-0.26\|7.65\|7.72\|7.47\|107888;2026-07-10\|7.45\|-2.36\|7.56\|7.67\|7.39\|121912;2026-07-13\|7.31\|-1.88\|7.41\|7.51\|7.17\|132341;2026-07-14\|7.27\|-0.55\|7.31\|7.38\|7.11\|96611;2026-07-15\|7.59\|4.40\|7.23\|7.73\|7.23\|171822
111705	发改委：将加快具身智能训练基础设施建设	人形机器人+特斯拉+遮阳板龙头+北美扩产 1、据2026年3月12日投资者关系活动记录表，公司依托在面料、织物、注塑、发泡等领域的技术储备，通过多种形式开展机器人电子皮肤和相关部件的业务，目前相关业务正在有序推进。 2、据2025年6月27日债券跟踪评级报告，公司顶棚及系统集成产品已获特斯拉、通用、Rivian等北美新能源车企定点，2024年相关订单放量带动产销量大幅增长。 3、据2026年4月30日年报，公司继续扩建墨西哥基地，达产后将新增顶棚系统产能30万套、顶棚130万套，全部配套新能源车型，北美市场地位进一步巩固。	公司拟以1亿元在上海设立全资子公司岱美科技，经营范围涵盖智能机器人、工业机器人及服务机器人相关研发销售	2026-03-05\|9.54\|0.95\|9.55\|9.81\|9.45\|239613;2026-03-06\|9.41\|-1.36\|9.60\|9.62\|9.37\|190772;2026-03-09\|8.93\|-5.10\|9.21\|9.23\|8.73\|280507;2026-03-10\|9.39\|5.15\|9.04\|9.47\|9.04\|339323;2026-03-11\|9.15\|-2.56\|9.41\|9.45\|9.10\|186013;2026-03-12\|9.10\|-0.55\|9.08\|9.25\|8.99\|170724;2026-03-13\|9.10\|0.00\|9.12\|9.23\|8.98\|160284;2026-03-16\|9.04\|-0.66\|9.06\|9.12\|8.94\|153589;2026-03-17\|8.90\|-1.55\|9.07\|9.14\|8.86\|121683;2026-03-18\|8.98\|0.90\|8.92\|9.07\|8.80\|143246;2026-03-19\|8.54\|-4.90\|8.98\|8.98\|8.43\|274238;2026-03-20\|8.46\|-0.94\|8.57\|8.65\|8.42\|226294;2026-03-23\|8.30\|-1.89\|8.39\|8.64\|8.13\|280249;2026-03-24\|8.38\|0.96\|8.43\|8.48\|8.21\|131853;2026-03-25\|8.57\|2.27\|8.42\|8.65\|8.39\|155387;2026-03-26\|8.57\|0.00\|8.56\|8.76\|8.41\|145928;2026-03-27\|8.82\|2.92\|8.49\|8.88\|8.49\|260924;2026-03-30\|8.88\|0.68\|8.75\|9.01\|8.70\|203338;2026-03-31\|8.90\|0.23\|8.88\|9.08\|8.83\|153166;2026-04-01\|9.08\|2.02\|9.05\|9.39\|9.05\|193546;2026-04-02\|9.16\|0.88\|9.08\|9.29\|8.97\|124361;2026-04-03\|8.94\|-2.40\|9.20\|9.21\|8.83\|147202;2026-04-07\|9.12\|2.01\|8.94\|9.23\|8.90\|121289;2026-04-08\|9.36\|2.63\|9.50\|9.56\|9.21\|210162;2026-04-09\|9.27\|-0.96\|9.33\|9.40\|9.24\|126306;2026-04-10\|9.25\|-0.22\|9.20\|9.38\|9.20\|137468;2026-04-13\|8.94\|-3.35\|9.17\|9.17\|8.89\|210093;2026-04-14\|9.03\|1.01\|9.09\|9.16\|8.89\|143052;2026-04-15\|9.35\|3.54\|9.02\|9.50\|9.01\|238083;2026-04-16\|10.01\|7.06\|9.53\|10.13\|9.46\|371142;2026-04-17\|9.99\|-0.20\|10.03\|10.10\|9.85\|177804;2026-04-20\|10.04\|0.50\|10.15\|10.45\|9.98\|202118;2026-04-21\|10.11\|0.70\|10.00\|10.20\|9.91\|134053;2026-04-22\|10.09\|-0.20\|10.01\|10.18\|9.99\|120949;2026-04-23\|10.06\|-0.30\|10.14\|10.14\|9.75\|312514;2026-04-24\|10.20\|1.39\|10.14\|10.34\|10.08\|312580;2026-04-27\|10.52\|3.14\|10.21\|10.53\|10.21\|214238;2026-04-28\|10.56\|0.38\|10.43\|10.63\|10.36\|145835;2026-04-29\|10.60\|0.38\|10.50\|10.67\|10.38\|249226;2026-04-30\|10.94\|3.21\|10.41\|10.98\|10.41\|299632;2026-05-06\|10.93\|-0.09\|11.26\|11.30\|10.93\|321594;2026-05-07\|11.14\|1.92\|10.94\|11.19\|10.87\|270362;2026-05-08\|11.45\|2.78\|11.15\|11.55\|11.13\|246124;2026-05-11\|11.37\|-0.70\|11.44\|11.45\|11.06\|301074;2026-05-12\|11.05\|-2.81\|11.35\|11.35\|10.87\|383999;2026-05-13\|11.06\|0.09\|10.75\|11.10\|10.63\|296253;2026-05-14\|11.18\|1.08\|11.15\|11.39\|11.11\|224431;2026-05-15\|11.26\|0.72\|11.20\|11.54\|11.03\|255365;2026-05-18\|10.98\|-2.49\|11.10\|11.10\|10.72\|301565;2026-05-19\|11.19\|1.91\|10.95\|11.23\|10.83\|189726;2026-05-20\|11.71\|4.65\|11.39\|11.72\|11.10\|306280;2026-05-21\|11.81\|0.85\|11.69\|12.28\|11.69\|379047;2026-05-22\|11.99\|1.52\|11.87\|12.03\|11.73\|225837;2026-05-25\|13.19\|10.01\|12.17\|13.19\|12.11\|476904;2026-05-26\|13.87\|5.16\|13.45\|14.08\|12.92\|622638;2026-05-27\|13.45\|-3.03\|13.82\|14.14\|13.30\|493295;2026-05-28\|13.37\|-0.59\|13.29\|13.52\|12.73\|409731;2026-05-29\|12.88\|-3.66\|13.59\|13.65\|12.75\|264549;2026-06-01\|12.69\|-1.48\|12.75\|12.95\|12.50\|279668;2026-06-02\|12.48\|-1.65\|12.67\|12.89\|12.21\|259656;2026-06-03\|12.37\|-0.88\|12.39\|12.74\|12.23\|265396;2026-06-04\|12.43\|0.48\|12.43\|12.52\|12.11\|286153;2026-06-05\|12.48\|0.40\|12.45\|12.54\|12.08\|242695;2026-06-08\|13.09\|7.03\|11.90\|13.28\|11.75\|559866;2026-06-09\|12.99\|-0.76\|13.00\|13.38\|12.45\|470364;2026-06-10\|12.98\|-0.08\|12.90\|13.15\|12.60\|333253;2026-06-11\|12.91\|-0.54\|12.81\|13.09\|12.27\|315064;2026-06-12\|12.50\|-3.18\|13.08\|13.24\|12.42\|292637;2026-06-15\|13.58\|8.64\|12.50\|13.69\|12.48\|418340;2026-06-16\|14.15\|4.20\|13.50\|14.29\|12.70\|826944;2026-06-17\|13.00\|-8.13\|14.16\|14.44\|12.84\|793532;2026-06-18\|13.01\|0.08\|13.03\|13.28\|12.53\|547511;2026-06-22\|11.71\|-9.99\|12.85\|12.85\|11.71\|430278;2026-06-23\|11.32\|-3.33\|11.56\|11.78\|11.21\|372787;2026-06-24\|11.45\|1.15\|11.33\|11.63\|10.97\|257719;2026-06-25\|11.06\|-3.41\|11.46\|11.53\|11.04\|174507;2026-06-26\|11.18\|1.08\|11.00\|11.30\|10.77\|181061;2026-06-29\|11.54\|3.22\|11.35\|11.78\|11.00\|300005;2026-06-30\|11.17\|-3.21\|11.53\|11.60\|11.03\|172494;2026-07-01\|11.26\|0.81\|11.10\|11.37\|11.01\|162414;2026-07-02\|11.82\|4.97\|11.24\|12.26\|11.24\|259322;2026-07-03\|13.00\|9.98\|11.80\|13.00\|11.75\|605504;2026-07-06\|12.31\|-5.31\|12.74\|13.20\|12.31\|380489;2026-07-07\|11.77\|-4.39\|12.37\|12.65\|11.67\|254754;2026-07-08\|11.21\|-4.76\|11.80\|11.84\|11.18\|187647;2026-07-09\|11.19\|-0.18\|11.11\|11.48\|10.94\|184412;2026-07-10\|10.89\|-2.68\|11.30\|11.89\|10.88\|215691;2026-07-13\|10.37\|-4.78\|10.80\|10.82\|10.01\|381600;2026-07-14\|11.41\|10.03\|10.37\|11.41\|10.31\|451524;2026-07-15\|11.04\|-3.24\|11.36\|11.47\|11.01\|278537
111704	发改委：将加快具身智能训练基础设施建设	关节轴承+人形机器人+漳州国资行业原因： 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27日披露的2026年一季报，公司核心产品关节轴承收入同比增长11.09%，主要得益于航空航天、高铁动车、风电核电等战略性新兴产业高端市场的开拓取得显著成效。 2、据2026年5月19日投资者关系活动记录表，公司积极拓展人形机器人等具身智能领域，但该领域产品技术迭代快、研发投入大，短期内对公司经营业绩贡献有限。 3、据2025年8月27日半年报，公司是国内关节轴承行业龙头，关节轴承产品品种数与产销量全球第一；公司最终控制人为漳州市人民政府国有资产监督管理委员会，属于地方国有企业。	关节轴承行业龙头，广泛应用于航空军工等领域，也是机器人的主要配套件	2026-03-05\|22.35\|0.90\|22.33\|22.58\|22.15\|65388;2026-03-06\|22.54\|0.85\|22.23\|22.90\|22.10\|52216;2026-03-09\|22.19\|-1.55\|22.10\|22.28\|21.76\|69121;2026-03-10\|22.77\|2.61\|22.35\|22.85\|22.35\|69701;2026-03-11\|22.51\|-1.14\|22.77\|22.94\|22.45\|56518;2026-03-12\|22.17\|-1.51\|22.48\|22.60\|22.08\|52866;2026-03-13\|21.87\|-1.35\|22.05\|22.22\|21.80\|49866;2026-03-16\|22.10\|1.05\|21.87\|22.10\|21.72\|45614;2026-03-17\|21.80\|-1.36\|22.15\|22.25\|21.77\|41305;2026-03-18\|21.59\|-0.96\|21.87\|21.96\|21.20\|70301;2026-03-19\|20.88\|-3.29\|21.26\|21.33\|20.78\|68057;2026-03-20\|20.08\|-3.83\|20.96\|21.00\|20.07\|83283;2026-03-23\|19.12\|-4.78\|19.61\|20.23\|19.03\|102683;2026-03-24\|19.55\|2.25\|19.48\|19.56\|19.06\|62180;2026-03-25\|20.14\|3.02\|19.55\|20.15\|19.55\|62691;2026-03-26\|19.55\|-2.93\|20.14\|20.25\|19.46\|61252;2026-03-27\|19.65\|0.51\|19.22\|19.73\|19.20\|37175;2026-03-30\|19.90\|1.27\|19.35\|19.97\|19.30\|45922;2026-03-31\|20.01\|0.55\|19.90\|20.49\|19.80\|85627;2026-04-01\|20.01\|0.00\|20.30\|20.39\|19.86\|65296;2026-04-02\|19.65\|-1.80\|19.90\|20.06\|19.54\|45409;2026-04-03\|19.07\|-2.95\|19.65\|19.78\|19.06\|43975;2026-04-07\|19.14\|0.37\|19.07\|19.30\|19.00\|35905;2026-04-08\|20.11\|5.07\|19.37\|20.14\|19.37\|79397;2026-04-09\|19.77\|-1.69\|19.90\|19.90\|19.66\|44170;2026-04-10\|19.99\|1.11\|19.87\|20.29\|19.87\|55549;2026-04-13\|20.17\|0.90\|19.93\|20.25\|19.84\|49258;2026-04-14\|20.40\|1.14\|20.18\|20.41\|20.11\|63237;2026-04-15\|20.09\|-1.52\|20.48\|20.52\|20.06\|54442;2026-04-16\|20.12\|0.15\|20.09\|20.38\|19.98\|56123;2026-04-17\|20.24\|0.60\|20.17\|20.36\|19.94\|56928;2026-04-20\|20.50\|1.28\|20.30\|20.56\|20.10\|72363;2026-04-21\|20.21\|-1.41\|20.50\|20.50\|20.05\|67913;2026-04-22\|20.13\|-0.40\|20.08\|20.20\|19.93\|55669;2026-04-23\|19.82\|-1.54\|20.14\|20.22\|19.67\|67023;2026-04-24\|19.60\|-1.11\|19.73\|19.81\|19.52\|45654;2026-04-27\|19.16\|-2.24\|19.41\|19.42\|18.25\|116812;2026-04-28\|18.55\|-3.18\|19.17\|19.17\|18.38\|72889;2026-04-29\|18.72\|0.92\|18.55\|18.80\|18.45\|54257;2026-04-30\|19.09\|1.98\|18.72\|19.55\|18.62\|83541;2026-05-06\|19.35\|1.36\|19.08\|19.54\|19.08\|70169;2026-05-07\|19.90\|2.84\|19.36\|20.10\|19.29\|89430;2026-05-08\|20.61\|3.57\|20.00\|20.96\|19.63\|195712;2026-05-11\|20.17\|-2.13\|20.66\|20.68\|20.12\|124565;2026-05-12\|19.86\|-1.54\|20.02\|20.49\|19.84\|93020;2026-05-13\|19.67\|-0.96\|19.72\|19.90\|19.59\|78532;2026-05-14\|19.00\|-3.41\|19.75\|19.79\|19.00\|91407;2026-05-15\|19.94\|4.95\|18.99\|20.58\|18.98\|210807;2026-05-18\|19.79\|-0.75\|20.00\|20.08\|19.59\|111589;2026-05-19\|20.08\|1.47\|19.84\|20.20\|19.81\|97283;2026-05-20\|19.24\|-4.18\|19.97\|20.00\|19.13\|111197;2026-05-21\|19.31\|0.36\|19.35\|20.18\|19.24\|141286;2026-05-22\|19.33\|0.10\|19.31\|19.49\|19.00\|84977;2026-05-25\|21.26\|9.98\|20.10\|21.26\|20.10\|308876;2026-05-26\|21.98\|3.39\|21.23\|22.00\|20.96\|455082;2026-05-27\|21.18\|-3.64\|21.55\|21.55\|20.81\|237813;2026-05-28\|21.23\|0.24\|20.83\|21.38\|20.50\|185647;2026-05-29\|20.17\|-4.99\|21.04\|21.10\|20.17\|152966;2026-06-01\|19.85\|-1.59\|20.18\|20.20\|19.39\|100072;2026-06-02\|20.13\|1.41\|19.86\|20.20\|19.53\|91781;2026-06-03\|20.35\|1.09\|19.90\|20.77\|19.69\|131239;2026-06-04\|20.44\|0.44\|20.17\|20.67\|20.02\|97279;2026-06-05\|20.71\|1.32\|20.49\|20.88\|19.70\|164449;2026-06-08\|20.33\|-1.83\|19.90\|20.68\|19.88\|109926;2026-06-09\|20.26\|-0.34\|20.52\|20.58\|20.03\|85762;2026-06-10\|18.23\|-10.02\|20.05\|20.08\|18.23\|190769;2026-06-11\|16.41\|-9.98\|17.74\|17.74\|16.41\|133651;2026-06-12\|15.56\|-5.18\|16.64\|16.68\|15.39\|203543;2026-06-15\|15.67\|0.71\|15.60\|15.75\|15.44\|117460;2026-06-16\|16.05\|2.42\|15.67\|16.13\|15.02\|156297;2026-06-17\|15.38\|-4.17\|15.83\|15.83\|15.32\|107558;2026-06-18\|15.39\|0.59\|15.29\|15.46\|15.04\|63650;2026-06-22\|14.49\|-5.85\|15.15\|15.26\|13.85\|207096;2026-06-23\|14.75\|1.79\|14.47\|15.12\|14.20\|128834;2026-06-24\|14.50\|-1.69\|14.58\|14.69\|13.92\|122144;2026-06-25\|14.15\|-2.41\|14.64\|14.64\|13.88\|118028;2026-06-26\|13.71\|-3.11\|14.14\|14.22\|13.71\|90582;2026-06-29\|13.70\|-0.07\|13.75\|13.95\|13.32\|81709;2026-06-30\|14.16\|3.36\|13.69\|14.33\|13.58\|101408;2026-07-01\|14.48\|2.26\|14.22\|14.74\|14.16\|94204;2026-07-02\|14.65\|1.17\|14.40\|15.30\|14.33\|152475;2026-07-03\|16.12\|10.03\|14.73\|16.12\|14.65\|225304;2026-07-06\|15.08\|-6.45\|16.11\|16.20\|15.03\|203533;2026-07-07\|14.46\|-4.11\|15.08\|15.92\|14.43\|160408;2026-07-08\|13.79\|-4.63\|14.60\|14.62\|13.78\|105706;2026-07-09\|13.62\|-1.23\|13.83\|13.93\|13.18\|97639;2026-07-10\|14.55\|6.83\|13.94\|14.98\|13.73\|247087;2026-07-13\|13.47\|-7.42\|14.76\|14.76\|13.45\|153083;2026-07-14\|13.24\|-1.71\|13.45\|13.45\|12.94\|103366;2026-07-15\|13.45\|1.59\|13.24\|13.74\|13.06\|79667
111703	发改委：将加快具身智能训练基础设施建设	康养机器人+AI医疗+绵阳国资行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布面向物理AI的开放世界基础模型NVIDIA Cosmos 3。公司原因： 1、据2026年3月18日年报，公司已发布优麦康养陪伴机器人v1.0产品，该产品具备情感陪伴、体征监测等功能，接入阿里通义千问Max模型，并已正式启动CR认证。 2、据2026年4月15日投资者关系活动记录表，公司全面推进麻醉、重症、急诊急救三大系统与人工智能的深度融合，推出覆盖术前、术中、术后全流程的麻醉AI助手。 3、据2026年4月15日及6月3日投资者关系活动记录表，公司核心业务为临床医疗管理信息系统，产品已覆盖全国超2400家医疗机构，其中三甲医院约1200家。 4、据公司公告及公开信息，公司最终控制人为绵阳市安州区国有资产监督管理办公室，属于国有企业。	公司与优必选成立合资公司，在AI智能服务和医疗康养领域开展深度合作，共同推动人形服务机器人在医疗康养领域的应用落地及产业发展	2026-03-05\|14.13\|2.32\|14.00\|14.35\|14.00\|70790;2026-03-06\|14.16\|0.21\|14.01\|14.17\|14.00\|42814;2026-03-09\|14.20\|0.28\|13.96\|14.24\|13.75\|75061;2026-03-10\|14.36\|1.13\|14.33\|14.39\|14.26\|53843;2026-03-11\|14.56\|1.39\|14.37\|14.67\|14.35\|83385;2026-03-12\|15.04\|3.30\|14.54\|15.28\|14.42\|194072;2026-03-13\|14.97\|-0.47\|14.98\|15.08\|14.76\|104527;2026-03-16\|15.13\|1.07\|14.95\|15.20\|14.89\|81752;2026-03-17\|15.22\|0.59\|15.13\|15.49\|15.08\|172934;2026-03-18\|15.52\|1.97\|15.21\|15.60\|15.04\|240119;2026-03-19\|15.36\|-1.03\|15.36\|15.60\|15.22\|182962;2026-03-20\|15.46\|0.65\|15.41\|15.75\|15.30\|164587;2026-03-23\|14.68\|-5.05\|14.99\|15.52\|14.60\|182133;2026-03-24\|15.35\|4.56\|15.07\|15.40\|14.91\|190969;2026-03-25\|15.50\|0.98\|15.45\|15.72\|15.36\|131518;2026-03-26\|15.03\|-3.03\|15.47\|15.48\|14.82\|132038;2026-03-27\|15.08\|0.33\|14.80\|15.14\|14.78\|99210;2026-03-30\|15.09\|0.07\|14.88\|15.25\|14.88\|77929;2026-03-31\|14.97\|-0.80\|15.09\|15.22\|14.91\|73382;2026-04-01\|15.14\|1.14\|15.15\|15.25\|14.98\|84434;2026-04-02\|15.33\|1.25\|15.09\|15.45\|15.01\|117193;2026-04-03\|15.08\|-1.63\|15.35\|15.42\|14.87\|119430;2026-04-07\|15.20\|0.80\|15.00\|15.54\|15.00\|82552;2026-04-08\|15.51\|2.04\|15.43\|15.52\|15.29\|137934;2026-04-09\|15.34\|-1.10\|15.31\|15.55\|15.21\|131528;2026-04-10\|15.39\|0.33\|15.38\|15.65\|15.33\|125632;2026-04-13\|15.30\|-0.58\|15.25\|15.39\|15.02\|103508;2026-04-14\|15.16\|-0.92\|15.47\|15.50\|14.88\|133437;2026-04-15\|15.17\|0.07\|15.22\|15.38\|15.11\|81181;2026-04-16\|15.18\|0.07\|15.16\|15.25\|15.03\|73669;2026-04-17\|14.99\|-1.25\|15.12\|15.16\|14.70\|148275;2026-04-20\|15.29\|2.00\|15.07\|15.70\|14.88\|163023;2026-04-21\|15.12\|-1.11\|15.31\|15.37\|14.97\|78229;2026-04-22\|15.01\|-0.73\|15.12\|15.12\|14.80\|94530;2026-04-23\|14.83\|-1.20\|15.02\|15.19\|14.80\|99943;2026-04-24\|15.42\|3.98\|14.90\|15.60\|14.70\|218142;2026-04-27\|15.13\|-1.88\|15.38\|15.41\|15.03\|118490;2026-04-28\|14.78\|-2.31\|15.13\|15.30\|14.78\|113724;2026-04-29\|15.07\|1.96\|14.69\|15.23\|14.38\|109916;2026-04-30\|15.82\|4.98\|15.08\|15.98\|15.08\|254696;2026-05-06\|15.58\|-1.52\|16.13\|16.17\|15.46\|222803;2026-05-07\|15.49\|-0.58\|15.55\|15.55\|15.25\|135533;2026-05-08\|15.94\|2.91\|15.50\|15.95\|15.45\|150789;2026-05-11\|16.17\|1.44\|15.89\|16.25\|15.73\|153040;2026-05-12\|16.02\|-0.93\|16.17\|16.38\|15.87\|127087;2026-05-13\|16.12\|0.62\|15.87\|16.29\|15.82\|187842;2026-05-14\|16.21\|0.56\|16.12\|16.75\|16.10\|187049;2026-05-15\|16.56\|2.16\|16.22\|16.75\|16.08\|213208;2026-05-18\|16.48\|-0.48\|16.70\|16.92\|16.28\|163258;2026-05-19\|16.41\|-0.42\|16.38\|16.50\|16.18\|111475;2026-05-20\|16.21\|-1.22\|16.25\|16.65\|16.14\|106667;2026-05-21\|16.48\|1.67\|16.20\|17.10\|16.18\|244990;2026-05-22\|16.88\|2.43\|16.50\|17.30\|16.47\|218217;2026-05-25\|18.57\|10.01\|17.00\|18.57\|16.99\|247653;2026-05-26\|19.45\|4.74\|18.76\|19.69\|18.39\|559086;2026-05-27\|19.59\|0.72\|19.38\|20.00\|19.15\|358003;2026-05-28\|20.06\|2.40\|19.40\|20.18\|19.16\|291538;2026-05-29\|19.63\|-2.14\|20.08\|20.38\|19.51\|282486;2026-06-01\|20.65\|5.20\|19.76\|21.26\|19.75\|312782;2026-06-02\|22.01\|6.59\|20.65\|22.72\|20.07\|406917;2026-06-03\|22.66\|2.95\|21.36\|23.23\|21.28\|377606;2026-06-04\|22.96\|1.32\|22.37\|23.69\|22.05\|342530;2026-06-05\|22.66\|-1.31\|22.78\|23.23\|22.03\|293585;2026-06-08\|21.36\|-5.74\|21.60\|22.63\|21.16\|267412;2026-06-09\|21.37\|0.05\|21.61\|22.31\|20.96\|211549;2026-06-10\|21.00\|-1.73\|21.05\|21.50\|20.60\|179050;2026-06-11\|20.04\|-4.57\|21.01\|21.19\|19.93\|187018;2026-06-12\|22.04\|9.98\|20.24\|22.04\|20.10\|167120;2026-06-15\|21.77\|-1.23\|22.04\|22.31\|21.32\|259078;2026-06-16\|22.83\|4.87\|21.63\|23.13\|21.45\|341319;2026-06-17\|22.52\|-1.36\|22.31\|23.20\|22.20\|201335;2026-06-18\|21.81\|-3.15\|22.30\|22.50\|21.55\|165355;2026-06-22\|21.92\|0.50\|21.85\|22.00\|21.37\|158060;2026-06-23\|21.53\|-1.78\|21.72\|22.28\|21.46\|164105;2026-06-24\|21.29\|-1.11\|22.00\|22.00\|19.68\|250104;2026-06-25\|20.85\|-2.07\|21.72\|22.21\|20.70\|217536;2026-06-26\|20.89\|0.19\|20.85\|21.55\|20.22\|173721;2026-06-29\|20.65\|-1.15\|20.90\|21.66\|20.33\|125024;2026-06-30\|21.29\|3.10\|20.60\|21.55\|20.30\|143499;2026-07-01\|21.30\|0.05\|21.19\|22.29\|21.19\|176044;2026-07-02\|21.35\|0.23\|21.31\|22.49\|21.10\|216563;2026-07-03\|21.69\|1.59\|21.39\|21.98\|20.90\|199695;2026-07-06\|23.00\|6.04\|21.88\|23.60\|21.70\|384512;2026-07-07\|22.21\|-3.43\|22.77\|22.99\|21.60\|245061;2026-07-08\|20.95\|-5.67\|22.49\|23.45\|20.32\|289633;2026-07-09\|20.95\|0.00\|20.72\|21.54\|20.33\|197310;2026-07-10\|20.25\|-3.34\|20.99\|21.70\|20.12\|255439;2026-07-13\|18.90\|-6.67\|20.26\|20.50\|18.23\|272862;2026-07-14\|19.21\|1.64\|18.92\|19.45\|18.64\|119013;2026-07-15\|18.93\|-1.46\|19.45\|19.45\|18.81\|103819
111702	发改委：将加快具身智能训练基础设施建设	第一大客户华为+锂电材料+六氟磷酸锂+电子信息产品 1、据2026年4月28日年报，2026年公司将把握电子信息等领域新兴机遇，以第一大客户华为及其产业链为战略支点，积极布局新兴业务领域；据2026年5月14日投资者关系活动记录表，公司已与华为、比亚迪等多家行业领军企业建立了稳定合作关系。 2、据2026年5月14日投资者关系活动记录表，公司已形成锂离子电池材料制造、化工材料-胶粘剂制造、电子信息产品销售服务三大核心业务板块，并将新能源、SiC芯片IGBT功率模块、光伏储能等领域列为重点发展方向。 3、据2026年4月28日年报，公司已在六氟磷酸锂、高电压三元、硅碳负极、半固态电池等多个细分市场电解液领域提前进行技术储备；据2026年5月14日投资者关系活动记录表，2024年至2025年期间，控股股东保信央地及其一致行动人主动增持公司股份，合计增持约占公司当时总股本2%。	公司产品已批量用于人型机器人主板，与多家客户建立合作	2026-03-05\|5.24\|2.95\|5.20\|5.30\|5.19\|196273;2026-03-06\|5.25\|0.19\|5.20\|5.29\|5.18\|146845;2026-03-09\|5.20\|-0.95\|5.17\|5.22\|5.06\|180892;2026-03-10\|5.36\|3.08\|5.24\|5.38\|5.24\|165387;2026-03-11\|5.32\|-0.75\|5.37\|5.45\|5.30\|145503;2026-03-12\|5.17\|-2.82\|5.35\|5.35\|5.16\|185311;2026-03-13\|5.18\|0.19\|5.17\|5.30\|5.14\|142393;2026-03-16\|5.30\|2.32\|5.17\|5.30\|5.15\|150738;2026-03-17\|5.16\|-2.64\|5.30\|5.35\|5.15\|153780;2026-03-18\|5.24\|1.55\|5.18\|5.26\|5.12\|131475;2026-03-19\|5.15\|-1.72\|5.19\|5.28\|5.11\|192796;2026-03-20\|4.95\|-3.88\|5.17\|5.22\|4.93\|211226;2026-03-23\|4.65\|-6.06\|4.86\|4.92\|4.60\|263456;2026-03-24\|4.90\|5.38\|4.75\|4.90\|4.62\|243326;2026-03-25\|5.01\|2.24\|4.91\|5.07\|4.89\|164011;2026-03-26\|4.97\|-0.80\|5.01\|5.09\|4.95\|161615;2026-03-27\|5.09\|2.41\|4.92\|5.15\|4.86\|186470;2026-03-30\|5.09\|0.00\|5.02\|5.11\|4.96\|146407;2026-03-31\|4.98\|-2.16\|5.11\|5.17\|4.97\|148063;2026-04-01\|5.04\|1.20\|5.10\|5.12\|4.98\|142713;2026-04-02\|4.84\|-3.97\|5.02\|5.04\|4.78\|142345;2026-04-03\|4.59\|-5.17\|4.85\|4.87\|4.57\|166119;2026-04-07\|4.78\|4.14\|4.58\|4.81\|4.58\|162807;2026-04-08\|4.98\|4.18\|4.91\|4.99\|4.88\|146760;2026-04-09\|4.83\|-3.01\|4.94\|4.99\|4.82\|132309;2026-04-10\|4.93\|2.07\|4.90\|4.98\|4.88\|117455;2026-04-13\|5.04\|2.23\|4.90\|5.04\|4.86\|145476;2026-04-14\|5.12\|1.59\|5.07\|5.22\|5.03\|184976;2026-04-15\|4.95\|-3.32\|5.13\|5.14\|4.93\|150972;2026-04-16\|5.07\|2.42\|4.96\|5.08\|4.92\|142233;2026-04-17\|5.11\|0.79\|5.07\|5.13\|4.99\|198628;2026-04-20\|5.19\|1.57\|5.16\|5.39\|5.12\|216132;2026-04-21\|5.06\|-2.50\|5.18\|5.19\|5.04\|159892;2026-04-22\|5.10\|0.79\|5.06\|5.19\|5.04\|144320;2026-04-23\|4.90\|-3.92\|5.08\|5.10\|4.90\|167283;2026-04-24\|5.02\|2.45\|4.90\|5.05\|4.88\|145063;2026-04-27\|5.18\|3.19\|5.08\|5.20\|4.95\|197025;2026-04-28\|5.19\|0.19\|5.24\|5.33\|5.15\|268734;2026-04-29\|5.38\|3.66\|5.18\|5.44\|5.16\|306868;2026-04-30\|5.42\|0.74\|5.36\|5.48\|5.36\|167024;2026-05-06\|5.58\|2.95\|5.50\|5.63\|5.48\|261877;2026-05-07\|5.56\|-0.36\|5.58\|5.67\|5.50\|239497;2026-05-08\|5.59\|0.54\|5.55\|5.62\|5.52\|164449;2026-05-11\|5.58\|-0.18\|5.61\|5.67\|5.54\|228039;2026-05-12\|5.47\|-1.97\|5.60\|5.62\|5.41\|272140;2026-05-13\|5.45\|-0.37\|5.50\|5.52\|5.42\|210714;2026-05-14\|5.36\|-1.65\|5.47\|5.48\|5.33\|157379;2026-05-15\|5.34\|-0.37\|5.38\|5.45\|5.29\|165353;2026-05-18\|5.41\|1.31\|5.31\|5.43\|5.30\|182137;2026-05-19\|5.41\|0.00\|5.38\|5.46\|5.29\|150249;2026-05-20\|5.36\|-0.92\|5.40\|5.43\|5.27\|146739;2026-05-21\|5.11\|-4.66\|5.36\|5.45\|5.10\|182483;2026-05-22\|5.32\|4.11\|5.23\|5.37\|5.10\|189410;2026-05-25\|5.85\|9.96\|5.31\|5.85\|5.31\|364086;2026-05-26\|6.44\|10.09\|6.44\|6.44\|6.44\|122691;2026-05-27\|6.16\|-4.35\|6.66\|6.99\|6.16\|2166146;2026-05-28\|6.05\|-1.79\|5.88\|6.30\|5.88\|1551117;2026-05-29\|5.45\|-9.92\|5.80\|5.99\|5.45\|1156914;2026-06-01\|5.54\|1.65\|5.33\|5.75\|5.32\|976104;2026-06-02\|5.62\|1.44\|5.53\|5.65\|5.42\|610647;2026-06-03\|5.44\|-3.20\|5.56\|5.66\|5.37\|490086;2026-06-04\|5.49\|0.92\|5.38\|5.54\|5.32\|359826;2026-06-05\|5.59\|1.82\|5.42\|5.65\|5.09\|561638;2026-06-08\|5.24\|-6.26\|5.41\|5.52\|5.13\|415796;2026-06-09\|5.45\|4.01\|5.28\|5.52\|5.28\|416799;2026-06-10\|5.28\|-3.12\|5.43\|5.52\|5.21\|317816;2026-06-11\|5.07\|-3.98\|5.22\|5.27\|4.96\|363494;2026-06-12\|5.00\|-1.38\|5.22\|5.32\|5.00\|332390;2026-06-15\|5.17\|3.40\|5.10\|5.24\|5.08\|328705;2026-06-16\|5.41\|4.64\|5.16\|5.45\|5.03\|397035;2026-06-17\|5.45\|0.74\|5.38\|5.52\|5.33\|279928;2026-06-18\|5.47\|0.37\|5.40\|5.54\|5.29\|274198;2026-06-22\|5.47\|0.00\|5.50\|5.55\|5.25\|297107;2026-06-23\|5.72\|4.57\|5.42\|5.90\|5.37\|502435;2026-06-24\|5.55\|-2.97\|5.67\|5.78\|5.31\|429277;2026-06-25\|5.39\|-2.88\|5.56\|5.59\|5.33\|312079;2026-06-26\|5.21\|-3.34\|5.36\|5.42\|5.13\|324519;2026-06-29\|5.13\|-1.54\|5.18\|5.34\|4.98\|367780;2026-06-30\|5.24\|2.14\|5.14\|5.29\|5.05\|296694;2026-07-01\|5.25\|0.19\|5.22\|5.34\|5.11\|281211;2026-07-02\|5.32\|1.33\|5.24\|5.62\|5.13\|401096;2026-07-03\|5.43\|2.07\|5.52\|5.67\|5.34\|496708;2026-07-06\|5.14\|-5.34\|5.50\|5.54\|5.12\|456711;2026-07-07\|4.91\|-4.47\|5.10\|5.19\|4.86\|359898;2026-07-08\|4.63\|-5.70\|4.86\|4.95\|4.56\|354569;2026-07-09\|4.47\|-3.46\|4.63\|4.70\|4.30\|338671;2026-07-10\|4.49\|0.45\|4.50\|4.70\|4.46\|332289;2026-07-13\|4.04\|-10.02\|4.42\|4.50\|4.04\|381401;2026-07-14\|4.20\|3.96\|4.02\|4.21\|3.96\|313550;2026-07-15\|4.15\|-1.19\|4.14\|4.29\|4.07\|315390
111701	发改委：将加快具身智能训练基础设施建设	机器人+创新药+房地产行业原因： 1、据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。 2、据上证报，5月，北京二手住房成交量超1.6万套，同比上涨约12%。至此，北京二手房成交量在4月之后，再次创下近5年同期新高。公司原因： 1、据2025年8月27日半年度报告，公司控股杭州南江机器人50.82%，南江机器人主营AGV及智能搬运机器人，产品已应用于智能制造与智慧物流。 2、据2025年8月11日公告，公司拟以不超3亿元现金增资上海海和药物，完成后将持有其不低于5%股权，切入创新药赛道。 3、据2026年4月25日年度报告，公司主营房地产开发，聚焦上海、苏州改善型住宅，2026年将深耕核心城市补充优质项目储备。	公司控股的南江机器人主要产品包括为面向3C制造行业、医药行业、汽车制造行业和光伏行业中的智慧物流环节而设计的智能移动机器人iAGV系列、智能搬运机器人iCarrier系列以及相应的智能调度系统	2026-03-05\|2.51\|-2.71\|2.56\|2.62\|2.50\|351940;2026-03-06\|2.59\|3.19\|2.50\|2.60\|2.49\|277973;2026-03-09\|2.53\|-2.32\|2.58\|2.58\|2.51\|282249;2026-03-10\|2.55\|0.79\|2.55\|2.57\|2.54\|202728;2026-03-11\|2.55\|0.00\|2.55\|2.56\|2.53\|175016;2026-03-12\|2.56\|0.39\|2.55\|2.59\|2.54\|232089;2026-03-13\|2.55\|-0.39\|2.55\|2.62\|2.54\|284930;2026-03-16\|2.57\|0.78\|2.56\|2.62\|2.55\|236360;2026-03-17\|2.64\|2.72\|2.58\|2.72\|2.57\|603265;2026-03-18\|2.56\|-3.03\|2.63\|2.63\|2.53\|379565;2026-03-19\|2.48\|-3.12\|2.54\|2.57\|2.47\|297680;2026-03-20\|2.44\|-1.61\|2.48\|2.50\|2.40\|290011;2026-03-23\|2.28\|-6.56\|2.40\|2.41\|2.25\|340708;2026-03-24\|2.42\|6.14\|2.32\|2.45\|2.29\|445050;2026-03-25\|2.48\|2.48\|2.42\|2.48\|2.40\|330777;2026-03-26\|2.44\|-1.61\|2.48\|2.51\|2.42\|186632;2026-03-27\|2.47\|1.23\|2.42\|2.47\|2.40\|166484;2026-03-30\|2.46\|-0.40\|2.44\|2.47\|2.39\|207050;2026-03-31\|2.43\|-1.22\|2.47\|2.54\|2.43\|204968;2026-04-01\|2.45\|0.82\|2.47\|2.49\|2.40\|204310;2026-04-02\|2.40\|-2.04\|2.44\|2.45\|2.38\|194504;2026-04-03\|2.29\|-4.58\|2.40\|2.42\|2.28\|206857;2026-04-07\|2.35\|2.62\|2.30\|2.37\|2.27\|223024;2026-04-08\|2.42\|2.98\|2.39\|2.43\|2.37\|258352;2026-04-09\|2.34\|-3.31\|2.42\|2.42\|2.34\|231951;2026-04-10\|2.39\|2.14\|2.35\|2.46\|2.35\|189653;2026-04-13\|2.41\|0.84\|2.37\|2.43\|2.36\|231194;2026-04-14\|2.46\|2.07\|2.42\|2.47\|2.40\|316538;2026-04-15\|2.37\|-3.66\|2.47\|2.47\|2.36\|322755;2026-04-16\|2.39\|0.84\|2.37\|2.40\|2.35\|180922;2026-04-17\|2.35\|-1.67\|2.40\|2.40\|2.32\|303027;2026-04-20\|2.33\|-0.85\|2.34\|2.35\|2.31\|241377;2026-04-21\|2.30\|-1.29\|2.33\|2.33\|2.28\|266705;2026-04-22\|2.30\|0.00\|2.28\|2.32\|2.27\|199503;2026-04-23\|2.26\|-1.74\|2.30\|2.31\|2.25\|245919;2026-04-24\|2.29\|1.33\|2.25\|2.30\|2.23\|251774;2026-04-27\|2.43\|6.11\|2.30\|2.44\|2.29\|543614;2026-04-28\|2.48\|2.06\|2.40\|2.53\|2.40\|544283;2026-04-29\|2.52\|1.61\|2.47\|2.53\|2.46\|410981;2026-04-30\|2.57\|1.98\|2.51\|2.59\|2.50\|407359;2026-05-06\|2.55\|-0.78\|2.58\|2.59\|2.53\|345791;2026-05-07\|2.54\|-0.39\|2.57\|2.59\|2.53\|319044;2026-05-08\|2.57\|1.18\|2.55\|2.58\|2.53\|310626;2026-05-11\|2.56\|-0.39\|2.57\|2.61\|2.55\|352408;2026-05-12\|2.57\|0.39\|2.57\|2.60\|2.52\|364400;2026-05-13\|2.55\|-0.78\|2.55\|2.59\|2.53\|293787;2026-05-14\|2.52\|-1.18\|2.56\|2.58\|2.52\|295201;2026-05-15\|2.47\|-1.98\|2.51\|2.53\|2.44\|311527;2026-05-18\|2.53\|2.43\|2.47\|2.56\|2.41\|373785;2026-05-19\|2.52\|-0.40\|2.56\|2.60\|2.47\|248144;2026-05-20\|2.49\|-1.19\|2.51\|2.52\|2.47\|213720;2026-05-21\|2.36\|-5.22\|2.49\|2.52\|2.34\|277902;2026-05-22\|2.60\|10.17\|2.36\|2.60\|2.36\|521165;2026-05-25\|2.86\|10.00\|2.69\|2.86\|2.66\|817154;2026-05-26\|2.80\|-2.10\|2.88\|3.04\|2.76\|2120925;2026-05-27\|2.73\|-2.50\|2.80\|2.81\|2.68\|1143813;2026-05-28\|2.70\|-1.10\|2.70\|2.89\|2.65\|888435;2026-05-29\|2.65\|-1.85\|2.83\|2.92\|2.64\|954312;2026-06-01\|2.92\|10.19\|2.66\|2.92\|2.55\|795695;2026-06-02\|2.85\|-2.40\|2.95\|3.07\|2.84\|1788070;2026-06-03\|2.89\|1.40\|2.82\|2.89\|2.75\|1289983;2026-06-04\|2.77\|-4.15\|2.81\|2.94\|2.76\|737142;2026-06-05\|2.77\|0.00\|2.81\|2.99\|2.73\|932967;2026-06-08\|2.78\|0.36\|2.70\|2.90\|2.64\|917337;2026-06-09\|2.66\|-4.32\|2.76\|2.79\|2.50\|927967;2026-06-10\|2.54\|-4.51\|2.60\|2.65\|2.51\|563132;2026-06-11\|2.45\|-3.54\|2.51\|2.57\|2.41\|505349;2026-06-12\|2.46\|0.41\|2.48\|2.53\|2.40\|450538;2026-06-15\|2.41\|-2.03\|2.46\|2.50\|2.38\|501257;2026-06-16\|2.36\|-2.07\|2.41\|2.42\|2.30\|415431;2026-06-17\|2.25\|-4.66\|2.34\|2.36\|2.24\|536491;2026-06-18\|2.17\|-3.56\|2.25\|2.26\|2.16\|502016;2026-06-22\|2.15\|-0.92\|2.16\|2.16\|2.07\|498044;2026-06-23\|2.19\|1.86\|2.13\|2.26\|2.12\|452805;2026-06-24\|2.09\|-4.57\|2.17\|2.19\|2.04\|468497;2026-06-25\|2.08\|-0.48\|2.12\|2.13\|2.04\|289982;2026-06-26\|1.97\|-5.29\|2.08\|2.08\|1.96\|491553;2026-06-29\|1.97\|0.00\|1.97\|1.98\|1.89\|347656;2026-06-30\|1.99\|1.02\|1.96\|2.01\|1.92\|349978;2026-07-01\|2.04\|2.51\|1.99\|2.07\|1.98\|320784;2026-07-02\|2.18\|6.86\|2.07\|2.24\|2.07\|889350;2026-07-03\|2.13\|-2.29\|2.14\|2.24\|2.11\|643802;2026-07-06\|2.08\|-2.35\|2.12\|2.15\|2.07\|390106;2026-07-07\|2.01\|-3.37\|2.07\|2.09\|1.99\|269456;2026-07-08\|2.00\|-0.50\|2.01\|2.03\|1.97\|226896;2026-07-09\|2.00\|0.00\|1.99\|2.03\|1.96\|269950;2026-07-10\|2.06\|3.00\|1.99\|2.11\|1.96\|358395;2026-07-13\|1.96\|-4.85\|2.05\|2.07\|1.95\|338648;2026-07-14\|2.02\|3.06\|1.96\|2.04\|1.93\|247703;2026-07-15\|2.10\|3.96\|1.99\|2.11\|1.98\|402402
111700	发改委：将加快具身智能训练基础设施建设	染料涨价+机器人皮肤+光伏减亏行业原因：据浙江龙盛2月6日调研公告，公司分散染料主要产品分散黑报价近期累计上涨3000元/吨，还原物近期产品价格报价有一定幅度的上调。公司原因： 1、据2026年2月3日互动易，公司主营分散染料产品已随行业趋势进行价格调整，有效传导上游成本压力，目前产品价格呈稳定上行态势。 2、据2025年12月9日公告，公司拟出资300万元与钛深科技共设双曲线智能公司，持股30%，切入机器人皮肤及柔性触觉传感赛道。 3、据2026年1月20日业绩预增公告，公司预计2025年实现归属于上市公司股东的净利润为4,000万元至5,000万元，同比增长81.67%至127.08%。业绩预增的主要原因包括公司聚焦主业，推动产品结构调整，加大高水洗高日晒牢度染料销售，以及控股子公司福莱蒽特(嘉兴)新材料有限公司光伏胶膜生产线停产，亏损减少。	1、公司拟出资300万元与钛深科技共设双曲线智能机器人公司，持股30%，切入机器人皮肤及柔性触觉传感赛道； 2、控股子公司福莱蒽特新能源产品包括POE、EVA太阳能电池封装胶膜； 3、公司主营业务为分散染料及其滤饼的研产销，主要产品为分散染料，用于涤纶及其混纺织物的染色	2026-03-05\|28.00\|-0.36\|28.38\|28.76\|27.80\|14853;2026-03-06\|28.23\|0.82\|28.04\|28.49\|27.91\|14378;2026-03-09\|27.28\|-3.37\|27.86\|27.86\|26.58\|24908;2026-03-10\|27.79\|1.87\|27.57\|28.13\|27.45\|14585;2026-03-11\|27.25\|-1.94\|28.09\|28.09\|27.25\|17748;2026-03-12\|26.85\|-1.47\|27.38\|27.48\|26.60\|16683;2026-03-13\|27.13\|1.04\|26.86\|27.47\|26.80\|17198;2026-03-16\|28.32\|4.39\|27.03\|28.35\|26.81\|21802;2026-03-17\|28.14\|-0.64\|28.32\|29.00\|27.93\|22520;2026-03-18\|28.15\|0.04\|28.16\|28.44\|27.91\|18478;2026-03-19\|28.20\|0.18\|28.14\|29.23\|27.88\|32941;2026-03-20\|26.84\|-4.82\|28.12\|28.20\|26.81\|21697;2026-03-23\|24.31\|-9.43\|26.76\|26.76\|24.16\|41618;2026-03-24\|25.75\|5.92\|24.84\|25.90\|24.60\|37516;2026-03-25\|27.01\|4.89\|25.95\|27.33\|25.79\|28017;2026-03-26\|26.67\|-1.26\|27.07\|27.48\|26.53\|20418;2026-03-27\|27.25\|2.17\|26.48\|27.36\|26.48\|17761;2026-03-30\|28.04\|2.90\|27.05\|28.18\|26.94\|23647;2026-03-31\|28.36\|1.14\|28.10\|29.20\|28.05\|30544;2026-04-01\|28.63\|0.95\|28.87\|28.89\|27.81\|20752;2026-04-02\|28.82\|0.66\|28.55\|28.98\|28.35\|15034;2026-04-03\|28.85\|0.10\|28.79\|29.85\|28.29\|27904;2026-04-07\|30.38\|5.30\|29.39\|30.62\|29.00\|36557;2026-04-08\|30.45\|0.23\|30.56\|30.88\|29.90\|38624;2026-04-09\|30.73\|0.92\|30.24\|30.90\|30.02\|25848;2026-04-10\|30.79\|0.20\|30.87\|31.37\|30.61\|21971;2026-04-13\|31.59\|2.60\|31.00\|31.64\|30.70\|23469;2026-04-14\|30.67\|-2.91\|31.64\|31.70\|30.37\|37973;2026-04-15\|30.64\|-0.10\|30.67\|30.88\|30.20\|19152;2026-04-16\|31.08\|1.44\|30.69\|31.43\|30.55\|17111;2026-04-17\|31.74\|2.12\|31.14\|31.82\|30.92\|19038;2026-04-20\|31.85\|0.35\|31.77\|32.49\|31.25\|25723;2026-04-21\|33.25\|4.40\|31.65\|33.78\|31.53\|47932;2026-04-22\|33.27\|0.06\|33.21\|33.98\|32.60\|27136;2026-04-23\|32.80\|-1.41\|33.39\|33.88\|32.74\|19003;2026-04-24\|32.34\|-1.40\|32.58\|32.82\|32.11\|19967;2026-04-27\|32.48\|0.43\|32.16\|33.18\|32.16\|16752;2026-04-28\|31.58\|-2.77\|32.20\|32.79\|31.48\|22085;2026-04-29\|31.69\|0.35\|31.51\|32.23\|31.47\|19437;2026-04-30\|32.90\|3.82\|31.74\|33.12\|31.74\|33502;2026-05-06\|31.47\|-4.35\|32.91\|33.32\|31.25\|41551;2026-05-07\|31.57\|0.32\|31.36\|31.98\|30.96\|32202;2026-05-08\|34.73\|10.01\|31.54\|34.73\|31.45\|45245;2026-05-11\|35.73\|2.88\|36.00\|37.15\|35.08\|122712;2026-05-12\|34.80\|-2.60\|35.73\|35.78\|34.12\|56002;2026-05-13\|35.60\|2.30\|34.80\|36.10\|34.24\|83855;2026-05-14\|35.21\|-1.10\|35.60\|36.20\|35.20\|51439;2026-05-15\|35.71\|1.42\|35.30\|36.58\|35.22\|48066;2026-05-18\|36.79\|3.02\|35.36\|37.27\|34.80\|71072;2026-05-19\|35.77\|-2.77\|36.43\|38.29\|35.35\|58176;2026-05-20\|35.72\|-0.14\|35.56\|36.32\|35.07\|39462;2026-05-21\|37.58\|5.21\|35.89\|38.63\|35.20\|98915;2026-05-22\|36.60\|-2.61\|41.34\|41.34\|33.97\|166126;2026-05-25\|40.26\|10.00\|35.02\|40.26\|35.02\|106353;2026-05-26\|40.66\|0.99\|40.00\|44.29\|39.40\|214024;2026-05-27\|40.60\|-0.15\|40.00\|41.46\|38.90\|109532;2026-05-28\|37.39\|-7.91\|40.03\|41.42\|37.00\|117123;2026-05-29\|37.95\|1.50\|37.53\|40.40\|36.27\|106413;2026-06-01\|41.75\|10.01\|37.08\|41.75\|36.30\|107330;2026-06-02\|42.00\|0.60\|41.55\|42.89\|40.10\|120611;2026-06-03\|41.00\|-2.38\|41.88\|42.00\|40.01\|80500;2026-06-04\|40.06\|-2.29\|40.71\|40.72\|39.17\|59843;2026-06-05\|43.01\|7.36\|39.66\|43.07\|39.11\|111564;2026-06-08\|42.97\|-0.09\|40.36\|43.37\|40.33\|76324;2026-06-09\|42.50\|-1.09\|42.16\|42.97\|41.00\|61724;2026-06-10\|44.28\|4.19\|41.89\|45.47\|41.88\|95705;2026-06-11\|47.34\|6.91\|43.78\|48.69\|42.65\|108074;2026-06-12\|45.60\|-3.68\|46.98\|48.88\|45.16\|101809;2026-06-15\|46.65\|2.30\|44.81\|46.80\|43.51\|87142;2026-06-16\|47.90\|2.68\|46.00\|47.90\|44.10\|93899;2026-06-17\|51.44\|7.39\|47.01\|52.69\|46.80\|101906;2026-06-18\|50.23\|-2.35\|50.42\|51.39\|49.65\|70409;2026-06-22\|52.40\|4.32\|49.84\|52.69\|49.16\|88529;2026-06-23\|48.68\|-7.10\|51.66\|52.93\|48.00\|69359;2026-06-24\|43.81\|-10.00\|47.52\|47.92\|43.81\|87362;2026-06-25\|39.43\|-10.00\|43.80\|43.80\|39.43\|106812;2026-06-26\|39.32\|-0.28\|39.00\|40.80\|38.08\|83191;2026-06-29\|36.07\|-8.27\|38.53\|39.39\|35.84\|88568;2026-06-30\|35.29\|-2.16\|36.55\|36.57\|34.65\|64317;2026-07-01\|35.46\|0.48\|35.16\|35.78\|34.26\|50231;2026-07-02\|34.80\|-1.86\|35.33\|37.83\|34.60\|57316;2026-07-03\|31.86\|-8.45\|34.80\|35.29\|31.80\|85659;2026-07-06\|31.70\|-0.50\|32.49\|33.24\|31.42\|57651;2026-07-07\|30.13\|-4.95\|31.66\|31.79\|30.01\|50199;2026-07-08\|29.60\|-1.76\|30.50\|30.50\|28.59\|49107;2026-07-09\|28.42\|-3.99\|30.30\|30.30\|27.40\|60681;2026-07-10\|28.78\|1.27\|28.49\|29.78\|28.02\|58369;2026-07-13\|26.71\|-7.19\|28.66\|28.77\|26.60\|43729;2026-07-14\|27.30\|2.21\|27.06\|27.44\|26.19\|38142;2026-07-15\|26.31\|-3.27\|27.03\|27.64\|26.16\|30429
111699	发改委：将加快具身智能训练基础设施建设	液冷泵+六张网建设+智慧水务 1、据2026年5月11日互动易，公司近期发布了面向数据中心液冷领域的WDS、WDM系列立式多级离心泵等新品，系公司在流体控制领域的技术延伸。 2、据2026年6月17日互动易，公司核心服务于国家“六张网”中的水网、城市地下管网，提供从源头到龙头的智慧水务整体解决方案，覆盖城乡供水一体化等环节，其水泵、智慧泵房、管网漏损控制系统可直接服务老旧管网改造与二次供水设施升级。 3、据2025年年度报告，公司主营基于工业互联网的智慧水务综合解决方案，构建了“智能硬件+专业软件+水务平台+行业物联网+全面服务”的一体化业务体系。	公司联合研发的工业四足机器人巡检方案已亮相中国城镇供水排水协会年会，搭载自研水务检测装置，可监测跑冒滴漏、有毒有害气体等九类场景，并已在绥滨县北山水厂项目实现数字孪生及大屏数字人智能体落地	2026-03-05\|6.15\|3.36\|6.03\|6.21\|6.03\|173892;2026-03-06\|6.28\|2.11\|6.12\|6.28\|6.11\|103074;2026-03-09\|6.24\|-0.64\|6.22\|6.27\|6.12\|92122;2026-03-10\|6.30\|0.96\|6.30\|6.33\|6.26\|74186;2026-03-11\|6.22\|-1.27\|6.32\|6.34\|6.21\|88816;2026-03-12\|6.13\|-1.45\|6.22\|6.24\|6.10\|76860;2026-03-13\|6.12\|-0.16\|6.10\|6.21\|6.06\|78403;2026-03-16\|6.14\|0.33\|6.10\|6.17\|6.08\|61777;2026-03-17\|5.99\|-2.44\|6.10\|6.15\|5.98\|76542;2026-03-18\|6.11\|2.00\|5.99\|6.12\|5.95\|66280;2026-03-19\|5.97\|-2.29\|6.05\|6.10\|5.94\|76292;2026-03-20\|5.75\|-3.69\|5.95\|6.03\|5.70\|121166;2026-03-23\|5.38\|-6.43\|5.60\|5.66\|5.31\|138482;2026-03-24\|5.70\|5.95\|5.50\|5.71\|5.42\|136121;2026-03-25\|5.83\|2.28\|5.71\|5.85\|5.69\|72927;2026-03-26\|5.69\|-2.40\|5.83\|5.88\|5.66\|70259;2026-03-27\|5.75\|1.05\|5.65\|5.78\|5.62\|58433;2026-03-30\|5.84\|1.57\|5.71\|5.84\|5.69\|71278;2026-03-31\|5.78\|-1.03\|5.84\|5.93\|5.76\|61963;2026-04-01\|5.76\|-0.35\|5.82\|5.86\|5.72\|52370;2026-04-02\|5.66\|-1.74\|5.76\|5.76\|5.62\|54962;2026-04-03\|5.53\|-2.30\|5.66\|5.70\|5.50\|65814;2026-04-07\|5.62\|1.63\|5.51\|5.64\|5.50\|57862;2026-04-08\|5.82\|3.56\|5.71\|5.83\|5.71\|69790;2026-04-09\|5.68\|-2.41\|5.81\|5.85\|5.67\|77794;2026-04-10\|5.68\|0.00\|5.69\|5.81\|5.68\|67210;2026-04-13\|5.67\|-0.18\|5.68\|5.68\|5.61\|51410;2026-04-14\|5.70\|0.53\|5.70\|5.76\|5.63\|60190;2026-04-15\|5.64\|-1.05\|5.73\|5.75\|5.61\|61681;2026-04-16\|5.76\|2.13\|5.62\|5.78\|5.60\|71467;2026-04-17\|5.71\|-0.87\|5.71\|5.76\|5.63\|65036;2026-04-20\|5.74\|0.53\|5.67\|5.78\|5.64\|53501;2026-04-21\|5.66\|-1.39\|5.75\|5.76\|5.63\|54307;2026-04-22\|5.64\|-0.35\|5.68\|5.68\|5.56\|52058;2026-04-23\|5.59\|-0.89\|5.63\|5.64\|5.55\|51807;2026-04-24\|5.55\|-0.72\|5.52\|5.61\|5.35\|109286;2026-04-27\|5.75\|3.60\|5.58\|5.79\|5.45\|115770;2026-04-28\|5.68\|-1.22\|5.71\|5.80\|5.64\|65713;2026-04-29\|5.87\|3.35\|5.67\|5.94\|5.67\|107569;2026-04-30\|5.90\|0.51\|5.85\|5.92\|5.82\|73258;2026-05-06\|5.90\|0.00\|5.93\|5.96\|5.85\|76683;2026-05-07\|5.91\|0.17\|5.90\|5.96\|5.86\|64432;2026-05-08\|5.94\|0.51\|5.90\|5.96\|5.87\|61626;2026-05-11\|6.00\|1.01\|5.93\|6.00\|5.91\|85588;2026-05-12\|5.83\|-2.83\|5.96\|5.98\|5.81\|79946;2026-05-13\|5.89\|1.03\|5.83\|5.92\|5.80\|73490;2026-05-14\|5.77\|-2.04\|5.88\|5.91\|5.75\|65837;2026-05-15\|5.80\|0.52\|5.76\|5.92\|5.75\|97290;2026-05-18\|5.85\|0.86\|5.81\|5.86\|5.65\|115791;2026-05-19\|6.20\|5.98\|5.85\|6.33\|5.82\|324189;2026-05-20\|6.34\|2.26\|6.21\|6.38\|6.15\|331055;2026-05-21\|5.90\|-6.94\|6.34\|6.34\|5.88\|288721;2026-05-22\|5.94\|0.68\|5.89\|5.98\|5.81\|175646;2026-05-25\|6.53\|9.93\|5.94\|6.53\|5.94\|396477;2026-05-26\|6.31\|-3.37\|6.58\|6.58\|6.21\|365065;2026-05-27\|6.08\|-3.65\|6.27\|6.33\|6.01\|298559;2026-05-28\|5.59\|-8.06\|6.13\|6.23\|5.47\|501611;2026-05-29\|5.69\|1.79\|5.53\|6.13\|5.53\|357636;2026-06-01\|5.61\|-1.41\|5.64\|5.72\|5.40\|191502;2026-06-02\|5.29\|-5.70\|5.60\|5.67\|5.29\|231285;2026-06-03\|5.19\|-1.89\|5.30\|5.34\|5.11\|148354;2026-06-04\|5.19\|0.00\|5.18\|5.32\|5.10\|124745;2026-06-05\|5.22\|0.58\|5.15\|5.30\|5.01\|152868;2026-06-08\|4.98\|-4.60\|5.08\|5.16\|4.91\|143321;2026-06-09\|4.82\|-3.21\|5.06\|5.07\|4.76\|202386;2026-06-10\|4.67\|-3.11\|4.75\|4.86\|4.60\|234009;2026-06-11\|4.58\|-1.93\|4.71\|4.84\|4.52\|200857;2026-06-12\|4.59\|0.22\|4.63\|4.66\|4.50\|134873;2026-06-15\|4.68\|1.96\|4.65\|4.78\|4.56\|195976;2026-06-16\|4.70\|0.43\|4.65\|4.73\|4.51\|157324;2026-06-17\|4.53\|-3.62\|4.67\|4.71\|4.50\|151009;2026-06-18\|4.98\|9.93\|4.52\|4.98\|4.50\|224743;2026-06-22\|5.17\|3.82\|4.98\|5.29\|4.84\|458111;2026-06-23\|4.96\|-4.06\|5.17\|5.18\|4.94\|238847;2026-06-24\|4.82\|-2.82\|5.00\|5.10\|4.73\|205404;2026-06-25\|5.30\|9.96\|4.82\|5.30\|4.80\|219606;2026-06-26\|5.83\|10.00\|5.83\|5.83\|5.83\|80857;2026-06-29\|6.41\|9.95\|6.13\|6.41\|5.56\|707482;2026-06-30\|6.30\|-1.72\|6.39\|6.88\|6.20\|894286;2026-07-01\|6.17\|-2.06\|6.07\|6.45\|5.98\|520266;2026-07-02\|5.88\|-4.70\|6.01\|6.31\|5.84\|387707;2026-07-03\|6.20\|5.44\|5.87\|6.47\|5.87\|678241;2026-07-06\|6.02\|-2.90\|6.17\|6.25\|5.95\|451331;2026-07-07\|5.78\|-3.99\|5.94\|6.05\|5.74\|266614;2026-07-08\|5.76\|-0.35\|5.84\|5.88\|5.61\|238256;2026-07-09\|5.85\|1.56\|5.72\|6.05\|5.64\|222507;2026-07-10\|5.95\|1.71\|5.85\|6.11\|5.76\|266484;2026-07-13\|5.72\|-3.87\|5.80\|6.03\|5.69\|185704;2026-07-14\|5.61\|-1.92\|5.78\|5.99\|5.46\|188162;2026-07-15\|5.68\|1.25\|5.60\|5.93\|5.50\|155182
111698	发改委：将加快具身智能训练基础设施建设	磷化铟收购+机器人电子皮肤+汽车内饰皮革 1、据2026年6月21日公告，公司签署框架协议拟收购磷化铟衬底及半导体电子材料业务，切入半导体材料领域；据2026年6月25日异常波动公告，公司澄清该收购尚需董事会审议，拟收购业务净资产不超过2500万元，2026年1-5月收入不超过500万元，对当期营收和净利润影响极小。 2、据2025年年度报告，公司已研发仿人类皮肤的多功能具身智能可穿戴皮革材料，集成MXene、MOFs等纳米材料，兼具导电传感特性，可应用于具身智能机器人电子皮肤；据2026年5月26日互动易，公司与苏州能斯达合作的柔性电子皮肤项目仍在推进中。 3、据2026年5月6日机构调研，控股子公司宏兴汽车皮革为理想汽车、蔚来汽车、江淮尊界汽车供应商，供应理想L系列、蔚来ES8/ET7、尊界S800等多款中高端车型天然皮革内饰，2026年将有新车型供应。	公司与苏州能斯达签署战略合作协议，共同研发柔性电子皮肤	2026-03-05\|13.75\|0.29\|13.98\|14.01\|13.71\|26297;2026-03-06\|14.10\|2.55\|13.74\|14.15\|13.74\|41328;2026-03-09\|14.19\|0.64\|14.05\|14.20\|13.68\|54890;2026-03-10\|14.58\|2.75\|14.47\|14.74\|14.29\|54916;2026-03-11\|14.59\|0.07\|14.64\|14.65\|14.25\|83705;2026-03-12\|14.13\|-3.15\|14.63\|14.65\|14.06\|51978;2026-03-13\|13.98\|-1.06\|14.06\|14.27\|13.91\|34172;2026-03-16\|14.09\|0.79\|13.94\|14.51\|13.89\|78711;2026-03-17\|13.27\|-5.82\|14.16\|14.34\|13.21\|108816;2026-03-18\|13.42\|1.13\|13.27\|13.54\|13.15\|29593;2026-03-19\|13.13\|-2.16\|13.39\|13.39\|13.06\|26750;2026-03-20\|12.71\|-3.20\|13.18\|13.19\|12.66\|35134;2026-03-23\|11.93\|-6.14\|12.49\|12.55\|11.78\|50393;2026-03-24\|12.33\|3.35\|12.18\|12.33\|11.94\|30078;2026-03-25\|12.47\|1.14\|12.32\|12.55\|12.30\|21327;2026-03-26\|12.25\|-1.76\|12.55\|12.60\|12.15\|18654;2026-03-27\|12.51\|2.12\|12.15\|12.60\|12.07\|26898;2026-03-30\|12.76\|2.00\|12.31\|12.81\|12.20\|29989;2026-03-31\|12.61\|-1.18\|12.85\|12.95\|12.58\|21734;2026-04-01\|12.73\|0.95\|12.84\|12.89\|12.57\|21806;2026-04-02\|12.55\|-1.41\|12.72\|12.78\|12.50\|22061;2026-04-03\|12.29\|-2.07\|12.61\|12.69\|12.15\|23802;2026-04-07\|12.68\|3.17\|12.42\|12.68\|12.12\|22201;2026-04-08\|12.96\|2.21\|12.89\|13.07\|12.79\|25801;2026-04-09\|13.10\|1.08\|12.96\|13.25\|12.73\|28182;2026-04-10\|13.04\|-0.46\|13.11\|13.26\|13.02\|16989;2026-04-13\|13.39\|2.68\|12.95\|13.46\|12.87\|42753;2026-04-14\|13.30\|-0.67\|13.44\|13.49\|13.12\|22938;2026-04-15\|13.30\|0.00\|13.30\|13.38\|13.09\|21808;2026-04-16\|13.40\|0.75\|13.29\|13.64\|13.21\|34848;2026-04-17\|13.68\|2.09\|13.43\|14.30\|13.41\|57265;2026-04-20\|13.90\|1.61\|13.67\|13.94\|13.65\|28940;2026-04-21\|13.91\|0.07\|13.83\|14.07\|13.83\|32069;2026-04-22\|14.06\|1.08\|13.88\|14.14\|13.86\|29256;2026-04-23\|13.82\|-1.71\|14.09\|14.09\|13.74\|26909;2026-04-24\|13.83\|0.07\|13.87\|13.96\|13.74\|24283;2026-04-27\|13.99\|1.16\|13.83\|14.07\|13.80\|33535;2026-04-28\|13.32\|-4.79\|13.85\|13.99\|13.16\|59409;2026-04-29\|13.67\|2.63\|13.51\|13.86\|13.22\|60523;2026-04-30\|13.48\|-1.39\|13.84\|13.84\|13.42\|27994;2026-05-06\|13.37\|-0.82\|13.51\|13.60\|13.13\|54712;2026-05-07\|13.43\|0.45\|13.43\|13.63\|13.20\|31101;2026-05-08\|13.46\|0.22\|13.48\|13.52\|13.31\|27180;2026-05-11\|13.34\|-0.89\|13.46\|13.54\|13.17\|38210;2026-05-12\|13.19\|-1.12\|13.35\|13.45\|13.12\|28584;2026-05-13\|13.73\|4.09\|13.21\|13.79\|13.12\|67102;2026-05-14\|13.82\|0.66\|13.72\|14.09\|13.32\|52366;2026-05-15\|13.72\|-0.72\|13.78\|14.05\|13.60\|46051;2026-05-18\|13.64\|-0.58\|13.70\|13.70\|13.20\|47337;2026-05-19\|13.99\|2.57\|13.66\|14.03\|13.60\|64285;2026-05-20\|14.51\|3.72\|13.98\|14.73\|13.98\|117758;2026-05-21\|14.67\|1.10\|14.57\|15.02\|14.36\|103169;2026-05-22\|14.52\|-1.02\|14.79\|14.83\|14.49\|65540;2026-05-25\|15.97\|9.99\|14.77\|15.97\|14.67\|87042;2026-05-26\|15.81\|-1.00\|15.84\|16.59\|15.63\|230442;2026-05-27\|15.21\|-3.80\|15.89\|16.30\|15.09\|157231;2026-05-28\|15.30\|0.59\|15.22\|15.88\|14.89\|94725;2026-05-29\|15.12\|-1.18\|15.39\|15.66\|14.90\|83041;2026-06-01\|14.97\|-0.99\|14.94\|15.40\|14.75\|60395;2026-06-02\|14.53\|-2.94\|14.90\|15.16\|14.30\|70690;2026-06-03\|14.47\|-0.41\|14.52\|14.85\|14.26\|54350;2026-06-04\|14.71\|1.66\|14.54\|14.98\|14.18\|64039;2026-06-05\|14.74\|0.20\|14.72\|15.10\|14.36\|59230;2026-06-08\|15.79\|7.12\|14.52\|16.09\|14.21\|177238;2026-06-09\|15.94\|0.95\|15.66\|16.20\|15.59\|115579;2026-06-10\|15.34\|-3.76\|15.86\|16.37\|15.06\|116631;2026-06-11\|15.81\|3.06\|15.20\|15.93\|15.15\|112035;2026-06-12\|16.00\|1.20\|15.83\|16.40\|15.43\|117689;2026-06-15\|16.65\|4.06\|15.83\|16.65\|15.50\|153948;2026-06-16\|16.01\|-3.84\|16.59\|16.60\|15.71\|130599;2026-06-17\|16.27\|1.62\|15.85\|17.38\|15.64\|192143;2026-06-18\|17.90\|10.02\|16.02\|17.90\|16.01\|233087;2026-06-22\|19.69\|10.00\|19.69\|19.69\|19.69\|13206;2026-06-23\|21.66\|10.01\|21.66\|21.66\|21.66\|8898;2026-06-24\|23.83\|10.02\|23.83\|23.83\|23.83\|23203;2026-06-25\|26.21\|9.99\|26.21\|26.21\|26.21\|28974;2026-06-26\|28.83\|10.00\|28.83\|28.83\|28.83\|75307;2026-06-29\|31.70\|9.95\|29.99\|31.71\|27.33\|623221;2026-06-30\|28.53\|-10.00\|28.53\|28.66\|28.53\|68350;2026-07-01\|25.68\|-9.99\|26.68\|28.73\|25.68\|409364;2026-07-02\|28.25\|10.01\|24.10\|28.25\|23.11\|435555;2026-07-03\|29.03\|2.76\|27.20\|30.55\|25.50\|415470;2026-07-06\|28.58\|-1.55\|28.57\|31.36\|27.90\|320395;2026-07-07\|26.50\|-7.28\|29.08\|30.49\|26.45\|286464;2026-07-08\|29.15\|10.00\|26.61\|29.15\|25.52\|267581;2026-07-09\|30.81\|5.69\|28.50\|31.33\|26.50\|376379;2026-07-10\|30.80\|-0.03\|29.50\|31.70\|29.00\|319658;2026-07-13\|32.96\|7.01\|30.21\|33.88\|29.16\|456046;2026-07-14\|31.90\|-3.22\|32.00\|32.88\|29.66\|381997;2026-07-15\|28.71\|-10.00\|32.03\|33.20\|28.71\|280460
111697	发改委：将加快具身智能训练基础设施建设	稀土永磁+机器人概念+一季报增长行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，自6月15日起施行。 2、国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，占全球总供给3500吨近四成，需求突变重塑重稀土格局。公司原因： 1、据2026年5月8日机构调研，公司在包头投资的“一期年产1万吨高性能稀土永磁材料项目”预计今年第二季度进入试生产阶段；据2025年年度报告，公司稀土磁材业务通过子公司中杭新材开展稀土永磁材料的研发、生产与销售。 2、据2025年年度报告，高性能钕铁硼永磁材料是工业机器人伺服电机的核心材料，公司高性能磁材产品在工业机器人电机等领域不断取得突破。 3、据2026年4月30日公告，公司2026年一季度实现营收25.12亿元，同比增长74.93%；归母净利润2.16亿元，同比增长595.21%。	公司生产的高性能磁材产品已经应用于新能源汽车电机、工业机器人电机、3C电子等高科技领域	2026-03-05\|15.43\|-2.22\|16.09\|16.18\|15.32\|199584;2026-03-06\|15.34\|-0.58\|15.38\|15.65\|15.22\|153698;2026-03-09\|15.20\|-0.91\|14.99\|15.27\|14.52\|204996;2026-03-10\|15.58\|2.50\|15.25\|15.59\|15.12\|192189;2026-03-11\|15.67\|0.58\|15.57\|15.95\|15.50\|217879;2026-03-12\|16.68\|6.45\|15.64\|17.24\|15.63\|637675;2026-03-13\|17.15\|2.82\|17.01\|17.49\|16.71\|570998;2026-03-16\|17.68\|3.09\|17.18\|17.78\|17.08\|440978;2026-03-17\|17.35\|-1.87\|17.87\|18.18\|17.35\|336307;2026-03-18\|17.24\|-0.63\|17.49\|17.70\|16.64\|294778;2026-03-19\|16.19\|-6.09\|17.37\|17.37\|16.05\|269482;2026-03-20\|15.61\|-3.58\|16.44\|16.44\|15.53\|240899;2026-03-23\|14.95\|-4.23\|15.10\|15.97\|14.76\|375067;2026-03-24\|16.45\|10.03\|15.30\|16.45\|14.75\|367077;2026-03-25\|17.22\|4.68\|16.80\|17.26\|16.39\|388260;2026-03-26\|16.56\|-3.83\|17.39\|17.39\|16.50\|250478;2026-03-27\|17.24\|4.11\|16.39\|17.46\|16.25\|307294;2026-03-30\|17.04\|-1.16\|17.03\|17.19\|16.65\|204331;2026-03-31\|16.75\|-1.70\|16.99\|17.12\|16.57\|192485;2026-04-01\|18.43\|10.03\|17.11\|18.43\|16.89\|313786;2026-04-02\|18.01\|-2.28\|18.59\|18.60\|17.43\|591783;2026-04-03\|17.70\|-1.72\|18.01\|18.13\|17.47\|304513;2026-04-07\|18.78\|6.10\|17.68\|19.20\|17.68\|520365;2026-04-08\|19.35\|3.04\|18.81\|19.68\|18.66\|715635;2026-04-09\|21.29\|10.03\|19.50\|21.29\|19.23\|443489;2026-04-10\|21.72\|2.02\|21.13\|22.29\|20.71\|815675;2026-04-13\|21.08\|-2.95\|21.96\|22.29\|20.85\|595238;2026-04-14\|20.85\|-1.09\|21.21\|21.30\|20.40\|481563;2026-04-15\|21.63\|3.74\|20.85\|22.50\|20.53\|629755;2026-04-16\|22.73\|5.09\|21.34\|23.00\|21.05\|632891;2026-04-17\|22.31\|-1.85\|22.43\|23.18\|22.00\|456135;2026-04-20\|22.88\|2.55\|22.39\|23.08\|21.99\|409702;2026-04-21\|22.93\|0.22\|22.68\|23.87\|22.39\|476540;2026-04-22\|23.13\|0.87\|23.35\|24.15\|22.40\|443598;2026-04-23\|21.96\|-5.06\|23.01\|23.50\|21.58\|648082;2026-04-24\|22.41\|2.05\|21.96\|23.00\|21.80\|337223;2026-04-27\|22.07\|-1.52\|22.30\|23.01\|21.81\|295580;2026-04-28\|21.30\|-3.49\|22.11\|22.20\|21.17\|224331;2026-04-29\|23.43\|10.00\|21.43\|23.43\|21.43\|247478;2026-04-30\|25.77\|9.99\|24.88\|25.77\|24.66\|457693;2026-05-06\|25.85\|0.31\|26.00\|26.80\|25.50\|767726;2026-05-07\|26.94\|4.22\|26.23\|27.01\|25.92\|543061;2026-05-08\|27.38\|1.63\|26.10\|27.58\|26.00\|438782;2026-05-11\|30.09\|9.90\|27.98\|30.12\|27.23\|645557;2026-05-12\|28.75\|-4.45\|29.60\|30.12\|27.95\|598117;2026-05-13\|29.09\|1.18\|28.11\|29.96\|28.11\|449503;2026-05-14\|28.46\|-2.17\|29.28\|29.61\|28.36\|355938;2026-05-15\|27.95\|-1.79\|28.86\|28.90\|27.48\|318539;2026-05-18\|27.45\|-1.79\|27.68\|28.15\|26.93\|301195;2026-05-19\|27.37\|-0.29\|27.23\|27.66\|26.00\|279503;2026-05-20\|30.11\|10.01\|27.09\|30.11\|27.01\|410236;2026-05-21\|28.43\|-5.58\|30.25\|30.53\|28.00\|469357;2026-05-22\|29.06\|2.22\|28.30\|29.78\|28.30\|329816;2026-05-25\|31.97\|10.01\|29.30\|31.97\|29.09\|448590;2026-05-26\|32.59\|1.94\|33.10\|33.50\|31.34\|530488;2026-05-27\|30.97\|-4.97\|32.60\|32.82\|30.71\|350475;2026-05-28\|31.30\|1.07\|30.98\|31.98\|30.98\|341727;2026-05-29\|29.47\|-5.85\|31.19\|31.19\|29.17\|347333;2026-06-01\|28.59\|-2.99\|29.41\|30.07\|28.29\|278020;2026-06-02\|30.15\|5.46\|28.60\|30.88\|27.79\|351154;2026-06-03\|32.82\|8.86\|30.61\|33.17\|30.31\|782234;2026-06-04\|36.10\|9.99\|32.00\|36.10\|31.35\|734849;2026-06-05\|31.17\|3.90\|30.59\|33.00\|30.59\|1351988;2026-06-08\|31.43\|0.83\|30.00\|33.63\|29.95\|1006890;2026-06-09\|32.80\|4.36\|32.23\|34.47\|32.10\|899431;2026-06-10\|31.70\|-3.35\|32.81\|33.22\|30.50\|622640;2026-06-11\|30.59\|-3.50\|31.70\|32.59\|29.58\|718747;2026-06-12\|29.33\|-4.12\|30.60\|31.62\|29.08\|750220;2026-06-15\|30.57\|4.23\|29.59\|30.91\|28.60\|669304;2026-06-16\|33.63\|10.01\|30.60\|33.63\|30.18\|449739;2026-06-17\|34.22\|1.75\|34.23\|34.85\|33.08\|919120;2026-06-18\|36.10\|5.49\|33.64\|36.61\|33.56\|732638;2026-06-22\|35.97\|-0.36\|36.00\|36.45\|34.38\|769044;2026-06-23\|32.37\|-10.01\|35.26\|35.45\|32.37\|614884;2026-06-24\|31.42\|-2.93\|31.99\|32.00\|30.40\|701418;2026-06-25\|30.75\|-2.13\|31.43\|32.31\|30.51\|608372;2026-06-26\|28.32\|-7.90\|30.73\|30.74\|27.71\|716223;2026-06-29\|26.60\|-6.07\|28.30\|28.66\|26.00\|596626;2026-06-30\|27.51\|3.42\|26.40\|27.81\|25.90\|438234;2026-07-01\|25.75\|-6.40\|26.18\|27.12\|25.30\|516571;2026-07-02\|25.25\|-1.94\|25.30\|26.77\|25.05\|455304;2026-07-03\|25.68\|1.70\|25.16\|26.54\|25.16\|413940;2026-07-06\|24.38\|-5.06\|25.68\|26.20\|24.18\|352398;2026-07-07\|23.49\|-3.65\|24.26\|24.89\|23.10\|291498;2026-07-08\|22.40\|-4.64\|23.71\|24.06\|22.28\|307310;2026-07-09\|22.46\|0.27\|22.85\|23.26\|21.30\|339745;2026-07-10\|22.16\|-1.34\|22.49\|23.38\|22.12\|304928;2026-07-13\|20.31\|-8.35\|22.00\|22.05\|20.21\|283028;2026-07-14\|21.51\|5.91\|20.48\|21.76\|20.12\|402198;2026-07-15\|20.29\|-5.67\|22.00\|22.18\|20.00\|280062
111696	发改委：将加快具身智能训练基础设施建设	间接持股宇树科技+北京国资+城市更新 1、据2026年7月2日中国证监会批复，同意宇树科技科创板IPO注册；据2025年9月13日异动公告，公司控股子公司盈信公司间接持有宇树科技约0.3%股权，持股比例极低，仅为财务性投资。 2、据2026年6月29日公告，控股股东首开集团与北京市建筑设计研究院股份有限公司实施重组，北京建院67.50%国有股权无偿划转至首开集团，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。 3、据2026年4月23日年报，公司聚焦城市更新主战场，积极承接国家级、市级重点城市更新项目，打造城市有机更新标杆，并整合19家二级单位实施“瘦身健体”。	公司通过金石投资间接投资宇树机器人	2026-03-05\|5.09\|0.79\|5.12\|5.15\|5.08\|339062;2026-03-06\|5.13\|0.79\|5.07\|5.14\|5.03\|255607;2026-03-09\|5.03\|-1.95\|5.00\|5.04\|4.90\|471861;2026-03-10\|5.53\|9.94\|5.15\|5.53\|5.14\|1355720;2026-03-11\|5.59\|1.08\|5.45\|5.78\|5.39\|1811590;2026-03-12\|5.71\|2.15\|5.56\|5.78\|5.55\|1080390;2026-03-13\|5.60\|-1.93\|5.70\|5.80\|5.58\|1028199;2026-03-16\|5.57\|-0.54\|5.51\|5.76\|5.49\|807939;2026-03-17\|5.25\|-5.75\|5.58\|5.62\|5.24\|844809;2026-03-18\|5.31\|1.14\|5.29\|5.33\|5.19\|571054;2026-03-19\|5.16\|-2.82\|5.25\|5.26\|5.13\|479693;2026-03-20\|5.34\|3.49\|5.40\|5.56\|5.19\|1261887;2026-03-23\|5.87\|9.93\|5.51\|5.87\|5.50\|2231133;2026-03-24\|5.76\|-1.87\|5.90\|6.19\|5.53\|2596737;2026-03-25\|5.66\|-1.74\|5.60\|5.81\|5.56\|1794812;2026-03-26\|5.29\|-6.54\|5.56\|5.72\|5.26\|1576265;2026-03-27\|5.19\|-1.89\|5.10\|5.29\|5.00\|1079527;2026-03-30\|5.12\|-1.35\|5.10\|5.14\|4.95\|990400;2026-03-31\|5.05\|-1.37\|5.12\|5.19\|5.04\|765598;2026-04-01\|5.08\|0.59\|5.11\|5.14\|5.03\|536642;2026-04-02\|4.92\|-3.15\|5.02\|5.07\|4.90\|627710;2026-04-03\|4.68\|-4.88\|4.92\|4.95\|4.67\|624996;2026-04-07\|4.80\|2.56\|4.67\|4.93\|4.52\|603053;2026-04-08\|4.91\|2.29\|4.84\|4.95\|4.77\|626539;2026-04-09\|4.75\|-3.26\|4.85\|4.85\|4.74\|441420;2026-04-10\|4.82\|1.47\|4.81\|4.92\|4.79\|477525;2026-04-13\|4.77\|-1.04\|4.74\|4.84\|4.71\|383906;2026-04-14\|4.90\|2.73\|4.80\|4.96\|4.74\|692104;2026-04-15\|4.78\|-2.45\|4.88\|4.89\|4.75\|547238;2026-04-16\|4.80\|0.42\|4.77\|4.81\|4.75\|347583;2026-04-17\|4.88\|1.67\|4.80\|4.90\|4.75\|556353;2026-04-20\|4.78\|-2.05\|4.80\|4.80\|4.75\|493534;2026-04-21\|4.66\|-2.51\|4.75\|4.76\|4.63\|495137;2026-04-22\|4.56\|-2.15\|4.61\|4.64\|4.55\|424659;2026-04-23\|4.45\|-2.41\|4.56\|4.57\|4.45\|476571;2026-04-24\|4.46\|0.22\|4.44\|4.57\|4.38\|315897;2026-04-27\|4.40\|-1.35\|4.50\|4.51\|4.36\|345072;2026-04-28\|4.28\|-2.73\|4.37\|4.41\|4.26\|427144;2026-04-29\|4.41\|3.04\|4.25\|4.47\|4.21\|504290;2026-04-30\|4.53\|2.72\|4.41\|4.60\|4.38\|551703;2026-05-06\|4.61\|1.77\|4.47\|4.64\|4.45\|503440;2026-05-07\|4.69\|1.74\|4.62\|4.76\|4.57\|508533;2026-05-08\|4.77\|1.71\|4.67\|4.88\|4.67\|752219;2026-05-11\|4.75\|-0.42\|4.72\|4.80\|4.65\|623268;2026-05-12\|4.79\|0.84\|4.75\|4.88\|4.68\|1023994;2026-05-13\|4.66\|-2.71\|4.78\|4.85\|4.64\|821962;2026-05-14\|4.46\|-4.29\|4.70\|4.73\|4.45\|609288;2026-05-15\|4.58\|2.69\|4.46\|4.72\|4.43\|841901;2026-05-18\|4.50\|-1.75\|4.56\|4.58\|4.39\|542549;2026-05-19\|4.62\|2.67\|4.89\|4.90\|4.57\|1519423;2026-05-20\|4.34\|-6.06\|4.45\|4.53\|4.30\|987273;2026-05-21\|4.55\|4.84\|4.31\|4.77\|4.27\|1803306;2026-05-22\|4.34\|-4.62\|4.36\|4.46\|4.30\|1237766;2026-05-25\|4.77\|9.91\|4.34\|4.77\|4.34\|1897344;2026-05-26\|5.02\|5.24\|4.98\|5.25\|4.96\|4568318;2026-05-27\|4.70\|-6.37\|4.80\|5.02\|4.63\|2947062;2026-05-28\|4.26\|-9.36\|4.70\|4.74\|4.23\|2482321;2026-05-29\|4.43\|3.99\|4.26\|4.50\|4.25\|1997122;2026-06-01\|4.33\|-2.26\|4.29\|4.51\|3.99\|1474708;2026-06-02\|4.30\|-0.69\|4.40\|4.58\|4.30\|1402438;2026-06-03\|4.11\|-4.42\|4.21\|4.29\|4.03\|1361188;2026-06-04\|3.92\|-4.62\|4.02\|4.08\|3.90\|1008599;2026-06-05\|3.89\|-0.77\|3.85\|4.05\|3.71\|1110884;2026-06-08\|3.65\|-6.17\|3.75\|3.82\|3.65\|738248;2026-06-09\|3.59\|-1.64\|3.72\|3.73\|3.52\|666970;2026-06-10\|3.42\|-4.74\|3.55\|3.56\|3.39\|741713;2026-06-11\|3.36\|-1.75\|3.38\|3.42\|3.33\|549244;2026-06-12\|3.40\|1.19\|3.39\|3.45\|3.33\|638776;2026-06-15\|3.53\|3.82\|3.43\|3.53\|3.42\|643955;2026-06-16\|3.52\|-0.28\|3.57\|3.57\|3.44\|504154;2026-06-17\|3.43\|-2.56\|3.50\|3.51\|3.41\|469594;2026-06-18\|3.45\|0.58\|3.47\|3.48\|3.39\|429208;2026-06-22\|3.40\|-1.45\|3.41\|3.42\|3.27\|616252;2026-06-23\|3.42\|0.59\|3.35\|3.49\|3.35\|513041;2026-06-24\|3.30\|-3.51\|3.38\|3.41\|3.23\|602131;2026-06-25\|3.25\|-1.52\|3.28\|3.37\|3.23\|520886;2026-06-26\|3.20\|-1.54\|3.22\|3.28\|3.17\|482111;2026-06-29\|3.24\|1.25\|3.36\|3.44\|3.18\|888408;2026-06-30\|3.34\|3.09\|3.24\|3.45\|3.18\|984610;2026-07-01\|3.42\|2.40\|3.30\|3.44\|3.29\|899249;2026-07-02\|3.46\|1.17\|3.40\|3.57\|3.38\|956786;2026-07-03\|3.81\|10.12\|3.81\|3.81\|3.81\|370635;2026-07-06\|3.97\|4.20\|4.01\|4.19\|3.81\|2858108;2026-07-07\|3.57\|-10.08\|3.85\|3.86\|3.57\|1575710;2026-07-08\|3.31\|-7.28\|3.57\|3.59\|3.27\|1243557;2026-07-09\|3.33\|0.60\|3.32\|3.52\|3.25\|1083493;2026-07-10\|3.66\|9.91\|3.27\|3.66\|3.22\|1409650;2026-07-13\|3.33\|-9.02\|3.55\|3.62\|3.33\|1219699;2026-07-14\|3.28\|-1.50\|3.33\|3.39\|3.19\|817887;2026-07-15\|3.31\|0.91\|3.18\|3.35\|3.11\|892738
111695	发改委：将加快具身智能训练基础设施建设	机器人+换向器+地方国企+控股股东股权转让行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布NVIDIA Cosmos 3——面向物理AI的开放世界基础模型。黄仁勋表示，得益于多模态推理语言、视觉和世界模型领域的多项突破，物理AI爆发的时代已近在眼前。公司原因： 1、据2026年5月14日投资者关系记录，公司已成立专项组全面投入空心杯电机换向器项目的技术攻关与市场拓展，产品可应用于机器人等高端领域，相关工作有序推进。 2、据2026年5月14日投资者关系记录，公司深耕换向器行业近30年，全塑型一次成型工艺行业领先，产品广泛应用于汽车电机、电动工具等领域，子公司宁波胜克为国家级专精特新“小巨人”企业，最终控制人为梧州市国资委。 3、据2026年5月26日公告，控股股东梧州东泰协议转让公司18.5%股份公开征集到由广州晟粤凯壹号等组成的联合体受让方，并足额缴纳1亿元保证金，若转让完成公司实控人可能变更。	1、公司有扫地机器人电机换向器研制结构设计方案，机器人换人示范项目； 2、公司电机换向器产品已广泛应用于燃油汽车和新能源汽车领域； 3、公司生产的换向器产品在部分风力发电机上有少量应用，为间接供应商	2026-03-05\|19.30\|3.88\|18.96\|19.74\|18.80\|61815;2026-03-06\|19.65\|1.81\|19.38\|20.28\|19.11\|73539;2026-03-09\|19.60\|-0.25\|19.41\|19.72\|18.90\|59489;2026-03-10\|20.30\|3.57\|20.08\|20.37\|19.86\|64389;2026-03-11\|19.71\|-2.91\|20.50\|20.58\|19.47\|77932;2026-03-12\|19.90\|0.96\|19.75\|20.08\|19.16\|55420;2026-03-13\|19.46\|-2.21\|19.79\|20.00\|19.31\|44751;2026-03-16\|20.13\|3.44\|19.30\|20.22\|19.08\|76157;2026-03-17\|20.90\|3.83\|20.31\|21.50\|19.92\|124975;2026-03-18\|21.75\|4.07\|20.88\|22.10\|20.72\|112086;2026-03-19\|21.40\|-1.61\|21.50\|22.28\|21.25\|95011;2026-03-20\|19.84\|-7.29\|21.60\|22.00\|19.81\|111023;2026-03-23\|18.63\|-6.10\|19.26\|19.73\|18.21\|79659;2026-03-24\|19.20\|3.06\|19.02\|19.29\|18.40\|78269;2026-03-25\|19.72\|2.71\|19.11\|19.79\|19.11\|63021;2026-03-26\|19.86\|0.71\|19.74\|20.46\|19.48\|64788;2026-03-27\|20.42\|2.82\|19.58\|20.52\|19.58\|63955;2026-03-30\|20.19\|-1.13\|20.19\|20.68\|19.98\|47033;2026-03-31\|19.41\|-3.86\|20.19\|20.52\|19.40\|64063;2026-04-01\|20.03\|3.19\|19.90\|20.25\|19.37\|56064;2026-04-02\|20.49\|2.30\|20.00\|20.60\|19.48\|90705;2026-04-03\|24.59\|20.01\|20.49\|24.59\|20.49\|308909;2026-04-07\|23.90\|-2.81\|24.79\|25.10\|22.79\|266011;2026-04-08\|25.31\|5.90\|24.11\|25.67\|24.00\|184860;2026-04-09\|27.08\|6.99\|25.44\|27.87\|24.76\|198911;2026-04-10\|27.13\|0.18\|27.06\|28.10\|26.36\|166502;2026-04-13\|26.88\|-0.92\|26.48\|27.10\|26.01\|139259;2026-04-14\|27.57\|2.57\|27.26\|27.88\|26.81\|117643;2026-04-15\|26.20\|-4.97\|27.73\|27.94\|26.05\|126656;2026-04-16\|26.15\|-0.19\|26.26\|26.39\|25.59\|94242;2026-04-17\|28.20\|7.84\|26.00\|28.38\|25.25\|152501;2026-04-20\|28.75\|1.95\|28.39\|29.07\|27.66\|119722;2026-04-21\|29.00\|0.87\|28.89\|29.39\|28.25\|89491;2026-04-22\|28.74\|-0.90\|28.68\|29.10\|28.20\|77701;2026-04-23\|28.01\|-2.54\|28.80\|29.20\|27.66\|68052;2026-04-24\|26.49\|-5.43\|27.74\|29.85\|26.22\|127744;2026-04-27\|26.34\|-0.57\|26.25\|26.80\|25.27\|100982;2026-04-28\|25.98\|-1.37\|26.17\|26.87\|25.87\|61434;2026-04-29\|26.03\|0.19\|26.00\|26.60\|25.57\|68148;2026-04-30\|26.78\|2.88\|26.51\|26.86\|25.66\|76185;2026-05-06\|26.72\|-0.22\|26.13\|26.82\|25.46\|108773;2026-05-07\|27.20\|1.80\|26.68\|27.50\|26.50\|74378;2026-05-08\|28.08\|3.24\|27.24\|28.60\|26.96\|100423;2026-05-11\|29.50\|5.06\|28.64\|29.65\|27.88\|118664;2026-05-12\|33.63\|14.00\|29.40\|34.38\|29.40\|179955;2026-05-13\|33.32\|-0.92\|33.01\|34.43\|32.31\|148389;2026-05-14\|34.20\|2.64\|33.57\|35.13\|32.62\|129182;2026-05-15\|33.14\|-3.10\|34.10\|34.99\|32.84\|132772;2026-05-18\|32.50\|-1.93\|33.80\|33.98\|31.83\|107063;2026-05-19\|31.70\|-2.46\|32.64\|32.64\|31.37\|71335;2026-05-20\|30.68\|-3.22\|31.50\|31.58\|29.86\|103807;2026-05-21\|29.18\|-4.89\|30.78\|31.87\|29.00\|92617;2026-05-22\|32.52\|11.45\|29.33\|33.00\|28.30\|127433;2026-05-25\|39.02\|19.99\|32.89\|39.02\|32.89\|185162;2026-05-26\|42.72\|9.48\|40.48\|46.80\|40.48\|369501;2026-05-27\|42.12\|-1.40\|42.71\|43.00\|40.48\|213584;2026-05-28\|37.25\|-11.56\|42.05\|42.44\|36.71\|230001;2026-05-29\|35.49\|-4.72\|37.24\|38.68\|35.05\|146254;2026-06-01\|34.05\|-4.06\|35.21\|35.84\|33.82\|127282;2026-06-02\|34.23\|0.53\|33.65\|35.30\|33.65\|125968;2026-06-03\|34.55\|0.93\|34.79\|35.65\|33.91\|107793;2026-06-04\|33.58\|-2.81\|34.00\|34.40\|32.89\|77842;2026-06-05\|40.30\|20.01\|33.58\|40.30\|33.01\|129345;2026-06-08\|41.22\|2.28\|38.60\|42.65\|37.30\|276806;2026-06-09\|36.56\|-11.26\|41.20\|41.89\|35.37\|265453;2026-06-10\|37.02\|1.26\|36.53\|37.52\|34.30\|177849;2026-06-11\|36.38\|-1.73\|36.65\|37.01\|35.15\|117813;2026-06-12\|35.50\|-2.42\|37.12\|37.58\|35.40\|125309;2026-06-15\|37.05\|4.37\|34.82\|37.25\|34.82\|145716;2026-06-16\|37.76\|1.92\|37.24\|37.90\|35.55\|149800;2026-06-17\|39.81\|5.43\|37.08\|40.36\|36.47\|228331;2026-06-18\|40.58\|1.93\|39.52\|42.01\|38.51\|233896;2026-06-22\|42.40\|4.49\|39.92\|42.68\|38.05\|230993;2026-06-23\|39.88\|-5.94\|41.00\|41.36\|39.40\|141214;2026-06-24\|39.20\|-1.71\|39.71\|40.34\|38.30\|99584;2026-06-25\|40.47\|3.24\|38.08\|40.48\|37.40\|125013;2026-06-26\|37.20\|-8.08\|39.71\|40.00\|37.00\|98947;2026-06-29\|34.41\|-7.50\|36.20\|36.90\|34.00\|108931;2026-06-30\|34.88\|1.37\|34.42\|35.80\|34.26\|75933;2026-07-01\|35.80\|2.64\|34.82\|36.21\|34.34\|84429;2026-07-02\|33.19\|-7.29\|35.19\|36.26\|32.70\|90860;2026-07-03\|33.99\|2.41\|33.82\|35.33\|32.10\|90731;2026-07-06\|29.95\|-11.89\|34.33\|34.35\|29.70\|122807;2026-07-07\|28.36\|-5.31\|30.48\|30.49\|28.16\|117109;2026-07-08\|27.79\|-2.01\|28.42\|29.46\|26.96\|86332;2026-07-09\|33.35\|20.01\|28.15\|33.35\|27.79\|107952;2026-07-10\|31.90\|-4.35\|34.50\|34.63\|31.80\|135801;2026-07-13\|29.70\|-6.90\|31.81\|32.00\|29.31\|82540;2026-07-14\|30.49\|2.66\|29.80\|30.90\|28.89\|69612;2026-07-15\|29.74\|-2.46\|30.50\|31.10\|29.62\|48568
111694	发改委：将加快具身智能训练基础设施建设	电子布织机+固态电池+高端纺机行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月8日及6月11日异常波动公告及互动易，公司明确“电子布织机”仍处研发阶段，未送样验证，没有订单，研发周期长、难度大，存在无法产业化及盈利的风险，近期不会对业绩产生影响。 2、据2026年5月11日业绩说明会及2025年半年度报告，控股子公司浙江寰润新材料有限公司主要从事固态电池电解质的研发和生产，目前项目筹建进展顺利，公司尝试拓展新增长曲线。 3、据2025年年报及2026年5月11日业绩说明会，公司主营高端纺织机械装备，产品包括转杯纺纱机、剑杆织机等，市占率国内居前，国外收入同比增长32.61%，并已向产业链下游纺纱织布业务延伸。	1、国内纺织机械制造业主要企业之一，子公司固态电池锂硫磷氯电解质项目正有序筹建中，设备待交付； 2、公司纺织机器人已完成纱筒抓取与生头关节研发，正进行性能优化测试	2026-03-05\|18.26\|10.00\|16.93\|18.26\|16.93\|51251;2026-03-06\|18.03\|-1.26\|18.00\|18.51\|17.64\|104371;2026-03-09\|18.14\|0.61\|18.00\|18.80\|17.90\|116373;2026-03-10\|18.65\|2.81\|19.23\|19.35\|18.61\|102184;2026-03-11\|19.62\|5.20\|18.57\|19.80\|18.56\|122079;2026-03-12\|18.86\|-3.87\|19.43\|19.84\|18.78\|98683;2026-03-13\|18.40\|-2.44\|18.95\|19.13\|18.38\|77021;2026-03-16\|18.25\|-0.82\|18.40\|18.60\|17.90\|57652;2026-03-17\|18.31\|0.33\|18.40\|18.83\|18.18\|78999;2026-03-18\|19.65\|7.32\|18.40\|19.77\|18.18\|120368;2026-03-19\|20.45\|4.07\|19.71\|21.50\|19.58\|149436;2026-03-20\|20.30\|-0.73\|20.45\|21.57\|20.01\|125380;2026-03-23\|20.56\|1.28\|20.15\|21.88\|20.15\|145012;2026-03-24\|22.20\|7.98\|21.23\|22.40\|21.19\|163306;2026-03-25\|23.27\|4.82\|22.50\|23.74\|22.15\|188016;2026-03-26\|24.50\|5.29\|23.24\|25.00\|22.22\|206544;2026-03-27\|24.64\|0.57\|24.00\|25.18\|23.04\|176990;2026-03-30\|27.10\|9.98\|24.19\|27.10\|24.10\|184803;2026-03-31\|27.86\|2.80\|26.91\|28.88\|26.85\|211833;2026-04-01\|26.29\|-5.64\|27.46\|28.22\|25.82\|212748;2026-04-02\|24.94\|-5.13\|26.03\|26.19\|24.70\|167540;2026-04-03\|24.18\|-3.05\|25.19\|25.30\|23.50\|113802;2026-04-07\|24.00\|-0.74\|24.15\|24.56\|23.68\|78939;2026-04-08\|24.47\|1.96\|24.31\|24.64\|23.55\|92520;2026-04-09\|24.07\|-1.63\|24.00\|24.32\|23.50\|78767;2026-04-10\|26.48\|10.01\|24.29\|26.48\|24.01\|89473;2026-04-13\|27.75\|4.80\|26.40\|29.13\|25.89\|344701;2026-04-14\|27.00\|-2.70\|28.44\|28.88\|26.52\|218601;2026-04-15\|29.70\|10.00\|26.76\|29.70\|26.11\|136174;2026-04-16\|28.94\|-2.56\|29.70\|29.70\|28.21\|209947;2026-04-17\|28.35\|-2.04\|28.36\|28.89\|27.52\|116083;2026-04-20\|27.70\|-2.29\|28.16\|28.40\|27.55\|100405;2026-04-21\|27.53\|-0.61\|27.77\|28.35\|27.27\|125706;2026-04-22\|28.88\|4.90\|27.24\|29.50\|27.06\|170946;2026-04-23\|30.54\|5.75\|28.40\|31.28\|28.40\|181365;2026-04-24\|33.59\|9.99\|30.46\|33.59\|30.00\|203251;2026-04-27\|36.95\|10.00\|36.28\|36.95\|36.28\|33930;2026-04-28\|33.83\|-8.44\|37.10\|38.25\|33.55\|320717;2026-04-29\|35.05\|3.61\|33.93\|35.18\|31.99\|266122;2026-04-30\|32.75\|-6.56\|34.30\|35.82\|32.08\|222068;2026-05-06\|35.40\|8.09\|33.71\|35.84\|33.40\|218329;2026-05-07\|38.10\|7.63\|34.49\|38.27\|33.95\|171138;2026-05-08\|41.91\|10.00\|39.25\|41.91\|39.24\|49974;2026-05-11\|42.64\|1.74\|44.11\|44.11\|39.75\|222612;2026-05-12\|43.52\|2.06\|42.50\|44.68\|40.61\|184372;2026-05-13\|44.00\|1.10\|43.55\|46.50\|41.90\|188999;2026-05-14\|45.16\|2.64\|44.10\|45.36\|42.34\|137405;2026-05-15\|42.85\|-5.12\|43.50\|45.18\|41.78\|148855;2026-05-18\|42.06\|-1.84\|42.33\|45.61\|40.86\|124294;2026-05-19\|41.80\|-0.62\|41.60\|42.40\|39.35\|121708;2026-05-20\|45.98\|10.00\|41.29\|45.98\|40.77\|129080;2026-05-21\|47.41\|3.11\|46.01\|49.41\|45.61\|178032;2026-05-22\|50.89\|7.34\|47.90\|51.00\|46.92\|149809;2026-05-25\|55.98\|10.00\|50.62\|55.98\|49.60\|142650;2026-05-26\|61.58\|10.00\|57.98\|61.58\|56.90\|186030;2026-05-27\|64.87\|5.34\|60.12\|66.58\|60.12\|169223;2026-05-28\|71.36\|10.00\|63.00\|71.36\|62.92\|136248;2026-05-29\|71.00\|-0.41\|73.47\|78.42\|69.60\|217986;2026-06-01\|71.80\|1.13\|71.01\|73.12\|69.00\|152894;2026-06-02\|67.80\|-5.57\|68.22\|70.51\|64.62\|166442;2026-06-03\|68.05\|0.37\|69.50\|72.44\|67.00\|135271;2026-06-04\|74.86\|10.01\|68.51\|74.86\|66.98\|105157;2026-06-05\|82.35\|10.01\|78.00\|82.35\|77.13\|164088;2026-06-08\|74.50\|-9.53\|81.12\|82.33\|74.12\|160932;2026-06-09\|81.95\|10.00\|78.60\|81.95\|76.92\|93343;2026-06-10\|80.60\|-1.65\|83.42\|83.96\|76.21\|141761;2026-06-11\|80.19\|-0.51\|79.15\|82.00\|77.18\|92443;2026-06-12\|82.16\|2.46\|79.88\|85.61\|79.00\|127193;2026-06-15\|90.38\|10.00\|80.79\|90.38\|80.79\|92035;2026-06-16\|98.21\|8.66\|95.00\|99.11\|91.89\|138673;2026-06-17\|104.79\|6.70\|97.32\|104.79\|95.49\|114195;2026-06-18\|98.80\|-5.72\|97.00\|103.28\|94.36\|147488;2026-06-22\|96.83\|-1.99\|97.29\|98.25\|88.99\|139024;2026-06-23\|91.20\|-5.81\|93.13\|94.12\|89.95\|72530;2026-06-24\|89.63\|-1.72\|89.00\|92.79\|86.58\|79018;2026-06-25\|93.40\|4.21\|88.00\|94.00\|84.51\|110544;2026-06-26\|100.60\|7.71\|91.72\|102.04\|89.00\|124431;2026-06-29\|92.18\|-8.37\|96.43\|100.62\|90.54\|94336;2026-06-30\|92.49\|0.34\|91.47\|93.63\|88.98\|66781;2026-07-01\|89.38\|-3.36\|94.04\|94.04\|86.85\|55378;2026-07-02\|83.31\|-6.79\|85.04\|88.97\|82.03\|59117;2026-07-03\|87.81\|5.40\|84.81\|90.50\|82.98\|64569;2026-07-06\|81.40\|-7.30\|88.00\|88.88\|80.84\|65672;2026-07-07\|84.64\|3.98\|81.00\|87.39\|80.70\|62886;2026-07-08\|78.71\|-7.01\|85.08\|85.50\|78.48\|43064;2026-07-09\|80.43\|2.19\|79.44\|81.29\|75.19\|54867;2026-07-10\|79.13\|-1.62\|81.20\|88.47\|78.01\|96034;2026-07-13\|73.01\|-7.73\|80.59\|80.73\|72.16\|70733;2026-07-14\|75.55\|3.48\|73.94\|80.00\|72.62\|61111;2026-07-15\|70.43\|-6.78\|76.15\|78.54\|70.05\|56876
111693	发改委：将加快具身智能训练基础设施建设	光刻胶颜料+有机颜料+PEEK材料行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月23日年报及2026年6月26日互动易，公司自主研发应用于液晶面板的光刻胶高性能颜料色系逐渐丰富，已通过下游客户验证并投入商业化销售。 2、据2026年4月23日年报，公司是国内少数具备全色谱颜料生产能力的龙头企业，拥有50余条生产线及200多种规格产品，深耕有机颜料行业三十余载。 3、据2026年4月23日年报，公司新拓展光刻胶、分散剂及树脂业务；同时在内蒙古拥有2万吨/年金属钠产能，并拟投建年产1000吨PEEK材料项目。	1、公司拟投1亿元建设年产1000吨聚醚醚酮PEEK材料项目，产品面向人形机器人、新能源汽车、航空航天等高端制造领域； 2、公司目前是国内少数具备生产全色谱颜料能力的生产企业，拟以自筹资金投入“年产3000吨电池级碳酸锂项目”，开发的普鲁士蓝（白）主要应用于钠离子电池正极材料； 3、COFS 材料可用于固态电池，公司在COFS方面有做过课题研究，并申请了相关专利； 4、公司生产的高性能颜料已应用于半导体领域液晶面板用光刻胶，并实现吨级销售	2026-03-05\|16.98\|1.43\|16.90\|17.18\|16.68\|57230;2026-03-06\|18.26\|7.54\|16.90\|18.49\|16.75\|140156;2026-03-09\|17.59\|-3.67\|18.20\|18.20\|16.83\|126612;2026-03-10\|17.57\|-0.11\|17.56\|17.66\|17.21\|57196;2026-03-11\|17.79\|1.25\|17.58\|18.05\|17.58\|65078;2026-03-12\|17.01\|-4.38\|17.79\|17.80\|16.93\|77214;2026-03-13\|16.88\|-0.76\|16.98\|17.39\|16.80\|63761;2026-03-16\|17.11\|1.36\|16.76\|17.33\|16.70\|71230;2026-03-17\|16.42\|-4.03\|17.06\|17.18\|16.41\|54387;2026-03-18\|16.63\|1.28\|16.42\|16.63\|16.20\|30789;2026-03-19\|16.14\|-2.95\|16.63\|16.75\|16.02\|46969;2026-03-20\|15.64\|-3.10\|16.36\|16.52\|15.60\|41070;2026-03-23\|14.93\|-4.54\|15.31\|15.52\|14.66\|59325;2026-03-24\|15.38\|3.01\|15.50\|15.59\|14.95\|40924;2026-03-25\|15.82\|2.86\|15.12\|15.95\|15.12\|33584;2026-03-26\|15.50\|-2.02\|15.85\|15.95\|15.45\|23110;2026-03-27\|15.46\|-0.26\|15.39\|15.67\|15.27\|38650;2026-03-30\|15.46\|0.00\|15.26\|15.50\|15.01\|30830;2026-03-31\|15.46\|0.00\|15.73\|15.89\|15.41\|36525;2026-04-01\|15.48\|0.13\|15.90\|15.90\|15.44\|27836;2026-04-02\|15.19\|-1.87\|15.46\|15.48\|15.00\|31128;2026-04-03\|14.84\|-2.30\|15.09\|15.19\|14.70\|26646;2026-04-07\|15.17\|2.22\|14.85\|15.22\|14.84\|29553;2026-04-08\|15.66\|3.23\|15.40\|15.72\|15.40\|31435;2026-04-09\|15.18\|-3.07\|15.60\|15.64\|15.13\|32093;2026-04-10\|15.30\|0.79\|15.23\|15.48\|15.19\|26835;2026-04-13\|15.01\|-1.90\|15.22\|15.38\|15.00\|28348;2026-04-14\|15.21\|1.33\|15.15\|15.23\|14.87\|32108;2026-04-15\|15.14\|-0.46\|15.20\|15.45\|15.13\|38450;2026-04-16\|15.64\|3.30\|15.15\|15.76\|15.11\|68204;2026-04-17\|16.16\|3.32\|15.61\|16.18\|15.40\|90162;2026-04-20\|16.17\|0.06\|15.99\|16.46\|15.85\|80419;2026-04-21\|16.33\|0.99\|16.19\|16.63\|16.06\|58168;2026-04-22\|16.68\|2.14\|16.36\|16.77\|16.33\|55359;2026-04-23\|16.20\|-2.88\|16.44\|16.60\|16.08\|58626;2026-04-24\|16.39\|1.17\|16.20\|16.49\|15.93\|47810;2026-04-27\|16.30\|-0.55\|16.22\|16.47\|16.11\|32663;2026-04-28\|16.29\|-0.06\|16.21\|16.58\|16.11\|33542;2026-04-29\|16.02\|-1.66\|16.18\|16.25\|15.79\|50542;2026-04-30\|16.70\|4.24\|16.08\|16.79\|16.08\|90120;2026-05-06\|17.10\|2.40\|16.94\|17.13\|16.61\|86711;2026-05-07\|17.71\|3.57\|17.11\|18.17\|17.10\|106745;2026-05-08\|17.45\|-1.47\|17.71\|17.71\|16.96\|72689;2026-05-11\|18.08\|3.61\|17.78\|18.50\|17.78\|111910;2026-05-12\|19.02\|5.20\|17.99\|19.20\|17.99\|147430;2026-05-13\|19.52\|2.63\|18.73\|20.10\|18.61\|156010;2026-05-14\|20.94\|7.27\|19.50\|21.18\|19.25\|190105;2026-05-15\|20.52\|-2.01\|20.74\|21.72\|20.31\|189829;2026-05-18\|20.90\|1.85\|20.46\|21.18\|20.10\|128756;2026-05-19\|22.99\|10.00\|20.70\|22.99\|20.70\|243867;2026-05-20\|23.59\|2.61\|23.42\|23.99\|22.45\|242742;2026-05-21\|22.62\|-4.11\|23.49\|24.49\|22.52\|214899;2026-05-22\|23.18\|2.48\|23.07\|23.44\|22.58\|148527;2026-05-25\|25.50\|10.01\|24.11\|25.50\|22.80\|134534;2026-05-26\|27.21\|6.71\|25.73\|27.68\|25.73\|259041;2026-05-27\|26.75\|-1.69\|27.21\|28.05\|26.55\|164178;2026-05-28\|28.10\|5.05\|26.75\|28.40\|26.02\|196229;2026-05-29\|25.52\|-9.18\|27.82\|28.20\|25.29\|265667;2026-06-01\|28.07\|9.99\|25.41\|28.07\|25.00\|196091;2026-06-02\|28.27\|0.71\|28.00\|28.43\|26.43\|283811;2026-06-03\|28.76\|1.73\|27.86\|30.80\|27.86\|307935;2026-06-04\|27.06\|-5.91\|27.86\|27.87\|26.03\|164984;2026-06-05\|29.62\|9.99\|26.67\|29.62\|26.51\|203670;2026-06-08\|32.58\|9.99\|28.48\|32.58\|28.48\|265243;2026-06-09\|35.28\|8.29\|32.59\|35.53\|30.82\|344932;2026-06-10\|38.81\|10.01\|35.00\|38.81\|34.00\|215749;2026-06-11\|42.63\|9.84\|40.90\|42.69\|38.80\|303069;2026-06-12\|43.01\|0.89\|40.63\|44.27\|39.06\|288017;2026-06-15\|44.15\|2.65\|43.53\|46.77\|41.00\|283190;2026-06-16\|44.35\|0.45\|43.91\|46.08\|42.53\|237851;2026-06-17\|46.88\|5.70\|42.83\|48.24\|42.54\|268941;2026-06-18\|46.71\|-0.36\|45.49\|48.75\|44.30\|256089;2026-06-22\|51.38\|10.00\|47.64\|51.38\|47.64\|150858;2026-06-23\|52.20\|1.60\|54.50\|54.50\|50.02\|224561;2026-06-24\|55.68\|6.67\|51.52\|56.66\|51.52\|226376;2026-06-25\|53.70\|-3.56\|55.38\|56.54\|51.66\|248017;2026-06-26\|55.12\|2.64\|53.42\|57.04\|51.80\|220496;2026-06-29\|49.61\|-10.00\|54.71\|55.00\|49.61\|135978;2026-06-30\|54.57\|10.00\|44.65\|54.57\|44.65\|216013;2026-07-01\|56.78\|4.05\|57.00\|58.02\|53.01\|210468;2026-07-02\|61.22\|7.82\|56.25\|62.46\|55.03\|181351;2026-07-03\|59.88\|-2.19\|59.68\|62.46\|56.91\|245082;2026-07-06\|65.86\|9.99\|59.96\|65.87\|59.50\|283762;2026-07-07\|72.45\|10.01\|63.97\|72.45\|63.97\|300456;2026-07-08\|69.79\|-3.67\|72.45\|73.90\|65.21\|316802;2026-07-09\|69.12\|-0.96\|68.82\|70.86\|65.36\|279684;2026-07-10\|66.16\|-4.28\|67.38\|72.27\|64.80\|254675;2026-07-13\|66.00\|-0.24\|64.30\|69.27\|62.23\|245867;2026-07-14\|66.48\|0.73\|65.34\|67.50\|59.40\|217160;2026-07-15\|65.59\|-1.34\|67.00\|67.98\|63.40\|161816
111692	发改委：将加快具身智能训练基础设施建设	液冷服务器+AIoT平台+机器人概念+AI应用行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	1、公司达实久信医用物流机器人目前已在多个试点医院落地运行； 2、公司与华为在智慧空间领域一直保持着深度合作	2026-03-05\|2.85\|1.06\|2.87\|2.92\|2.83\|819334;2026-03-06\|2.89\|1.40\|2.82\|2.89\|2.80\|541987;2026-03-09\|2.88\|-0.35\|2.86\|2.89\|2.82\|539988;2026-03-10\|2.89\|0.35\|2.89\|2.94\|2.85\|513131;2026-03-11\|2.87\|-0.69\|2.89\|2.90\|2.86\|386196;2026-03-12\|2.86\|-0.35\|2.86\|2.90\|2.85\|354039;2026-03-13\|2.82\|-1.40\|2.85\|2.86\|2.81\|481068;2026-03-16\|2.83\|0.35\|2.81\|2.85\|2.80\|340429;2026-03-17\|2.83\|0.00\|2.83\|2.91\|2.82\|723170;2026-03-18\|2.86\|1.06\|2.85\|2.88\|2.82\|487404;2026-03-19\|2.80\|-2.10\|2.84\|2.87\|2.79\|565978;2026-03-20\|2.69\|-3.93\|2.81\|2.82\|2.69\|670302;2026-03-23\|2.53\|-5.95\|2.65\|2.65\|2.51\|665781;2026-03-24\|2.64\|4.35\|2.59\|2.64\|2.53\|552362;2026-03-25\|2.68\|1.52\|2.64\|2.71\|2.63\|406332;2026-03-26\|2.61\|-2.61\|2.67\|2.72\|2.59\|393771;2026-03-27\|2.64\|1.15\|2.57\|2.65\|2.57\|287754;2026-03-30\|2.65\|0.38\|2.60\|2.66\|2.57\|330075;2026-03-31\|2.59\|-2.26\|2.65\|2.70\|2.59\|356755;2026-04-01\|2.61\|0.77\|2.65\|2.65\|2.59\|290996;2026-04-02\|2.55\|-2.30\|2.61\|2.61\|2.53\|356084;2026-04-03\|2.45\|-3.92\|2.56\|2.57\|2.44\|410281;2026-04-07\|2.48\|1.22\|2.44\|2.49\|2.43\|324912;2026-04-08\|2.73\|10.08\|2.54\|2.73\|2.54\|627770;2026-04-09\|2.74\|0.37\|2.79\|2.80\|2.70\|1510476;2026-04-10\|2.69\|-1.82\|2.72\|2.74\|2.67\|785273;2026-04-13\|2.72\|1.12\|2.68\|2.74\|2.67\|593909;2026-04-14\|2.71\|-0.37\|2.73\|2.76\|2.67\|519330;2026-04-15\|2.64\|-2.58\|2.72\|2.72\|2.64\|382769;2026-04-16\|2.90\|9.85\|2.65\|2.90\|2.64\|1248514;2026-04-17\|2.87\|-1.03\|2.87\|2.97\|2.81\|1808638;2026-04-20\|2.90\|1.05\|2.84\|2.98\|2.84\|1229347;2026-04-21\|2.85\|-1.72\|2.90\|2.91\|2.83\|724206;2026-04-22\|2.81\|-1.40\|2.84\|2.85\|2.78\|615193;2026-04-23\|2.80\|-0.36\|2.83\|2.84\|2.76\|515189;2026-04-24\|2.76\|-1.43\|2.78\|2.79\|2.72\|486157;2026-04-27\|2.82\|2.17\|2.74\|2.84\|2.65\|732717;2026-04-28\|2.74\|-2.84\|2.81\|2.81\|2.73\|466502;2026-04-29\|2.79\|1.82\|2.71\|2.83\|2.70\|526380;2026-04-30\|2.90\|3.94\|2.82\|2.94\|2.80\|1155061;2026-05-06\|2.97\|2.41\|2.91\|2.99\|2.91\|1010207;2026-05-07\|3.03\|2.02\|3.00\|3.07\|3.00\|904632;2026-05-08\|3.02\|-0.33\|3.03\|3.05\|3.00\|748744;2026-05-11\|3.03\|0.33\|3.03\|3.08\|3.00\|691143;2026-05-12\|2.95\|-2.64\|3.01\|3.02\|2.93\|639026;2026-05-13\|3.03\|2.71\|2.98\|3.05\|2.95\|693225;2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.90\|-7.94\|3.14\|3.17\|2.87\|1756097;2026-07-14\|2.93\|1.03\|2.89\|2.93\|2.78\|1476188;2026-07-15\|2.95\|0.68\|2.94\|3.03\|2.92\|1320780
111691	华为发布半导体韬定律，预计2031年可达1.4纳米制程同等水平，秋季面世的麒麟手机芯片性能将大幅提升	存储芯片+园林工程+文体旅行业原因： 1、6月15日，美伊达成和平协议提升市场偏好，日韩股市大涨，存储板块领涨，铠侠涨超10%，SK海力士、三星电子涨超5%。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，强化AI存储高景气预期。公司原因： 1、据2026年1月14日互动易，公司参股的华澜微系国产数据存储领域部件提供商，其阵列存储产品主要针对数据中心、高性能计算/AI存储系统架构的硬件解决方案；据2025年年度报告，公司持有华澜微6.4969%股份。 2、据2026年6月4日异常波动公告，公司股票于2026年6月1日至3日连续三个交易日收盘价格涨幅偏离值累计超过20%；经自查，公司目前生产经营正常，不存在应披露而未披露的重大事项。 3、据2025年年度报告，公司秉持“建设美丽中国·锦绣美好生活”双引擎驱动战略，主营市政园林建设的同时，大力聚焦和发展文体旅产业，并以芸合科技为核心平台培育科技业务作为第二增长曲线。	1、公司拟以约1.12亿元收购杭州华澜微电子6.4969%股权，切入固态存储主控芯片及模组赛道； 2、公司参股云针科技15%股权，公司实际控制人吴光洪持有云针科技40%股权，云针科技业务包括自主操作系统、服务器、云计算服务平台等	2026-03-05\|16.98\|0.65\|17.00\|17.60\|16.87\|26857;2026-03-06\|17.55\|3.36\|16.82\|17.60\|16.68\|27843;2026-03-09\|17.26\|-1.65\|17.30\|17.54\|17.00\|25382;2026-03-10\|18.10\|4.87\|17.57\|18.23\|17.41\|30529;2026-03-11\|17.65\|-2.49\|18.18\|18.20\|17.61\|24014;2026-03-12\|17.43\|-1.25\|17.58\|17.89\|17.36\|23563;2026-03-13\|17.25\|-1.03\|17.43\|17.70\|17.17\|26447;2026-03-16\|18.50\|7.25\|17.25\|18.77\|17.10\|74565;2026-03-17\|17.44\|-5.73\|18.39\|18.39\|17.42\|43290;2026-03-18\|18.24\|4.59\|17.70\|18.99\|17.35\|89976;2026-03-19\|17.77\|-2.58\|17.58\|18.39\|17.58\|51900;2026-03-20\|17.70\|-0.39\|17.75\|18.38\|17.61\|42807;2026-03-23\|16.94\|-4.29\|17.40\|18.18\|16.85\|60430;2026-03-24\|17.27\|1.95\|17.28\|17.48\|16.70\|46637;2026-03-25\|17.67\|2.32\|17.28\|18.01\|17.25\|33656;2026-03-26\|16.77\|-5.09\|17.82\|17.83\|16.66\|50323;2026-03-27\|17.18\|2.44\|16.53\|17.50\|16.43\|32702;2026-03-30\|17.09\|-0.52\|17.03\|17.26\|16.72\|24938;2026-03-31\|16.37\|-4.21\|17.09\|17.18\|16.36\|40474;2026-04-01\|16.68\|1.89\|16.76\|17.50\|16.43\|36800;2026-04-02\|16.15\|-3.18\|16.66\|17.01\|15.85\|34785;2026-04-03\|17.77\|10.03\|16.17\|17.77\|15.95\|94153;2026-04-07\|18.30\|2.98\|19.00\|19.55\|17.84\|150727;2026-04-08\|18.55\|1.37\|18.08\|18.70\|18.00\|107035;2026-04-09\|18.68\|0.70\|18.49\|19.30\|18.34\|71073;2026-04-10\|19.43\|4.01\|18.67\|19.99\|18.67\|87625;2026-04-13\|20.22\|4.07\|19.41\|20.69\|18.78\|99480;2026-04-14\|22.00\|8.80\|20.22\|22.23\|20.22\|124830;2026-04-15\|22.22\|1.00\|22.75\|23.73\|22.00\|136067;2026-04-16\|24.00\|8.01\|22.14\|24.10\|21.67\|112940;2026-04-17\|24.44\|1.83\|24.00\|25.33\|23.73\|105124;2026-04-20\|22.76\|-6.87\|24.35\|24.76\|22.06\|120379;2026-04-21\|22.48\|-1.23\|22.69\|23.11\|21.96\|80866;2026-04-22\|22.61\|0.58\|22.29\|23.38\|22.22\|61208;2026-04-23\|22.75\|0.62\|22.61\|23.12\|22.50\|57763;2026-04-24\|22.93\|0.79\|22.38\|23.23\|22.23\|44266;2026-04-27\|22.80\|-0.57\|23.00\|23.11\|22.37\|35657;2026-04-28\|23.05\|1.10\|22.80\|23.86\|22.40\|68634;2026-04-29\|22.90\|-0.65\|23.18\|23.51\|22.70\|53124;2026-04-30\|23.14\|1.05\|23.00\|23.50\|22.80\|52369;2026-05-06\|25.45\|9.98\|23.59\|25.45\|23.05\|41799;2026-05-07\|25.32\|-0.51\|25.75\|26.02\|24.78\|129359;2026-05-08\|25.42\|0.39\|25.20\|25.99\|25.20\|84327;2026-05-11\|25.62\|0.79\|25.99\|27.10\|25.50\|81345;2026-05-12\|24.97\|-2.54\|25.62\|26.05\|24.88\|53948;2026-05-13\|25.83\|3.44\|25.21\|26.08\|24.84\|59976;2026-05-14\|25.46\|-1.43\|25.74\|26.44\|25.00\|62013;2026-05-15\|25.95\|1.92\|25.38\|26.83\|25.27\|65934;2026-05-18\|28.55\|10.02\|25.94\|28.55\|25.94\|48048;2026-05-19\|27.28\|-4.45\|28.55\|28.80\|26.69\|116982;2026-05-20\|27.51\|0.84\|26.68\|29.20\|25.90\|95751;2026-05-21\|29.60\|7.60\|27.24\|30.26\|27.24\|155199;2026-05-22\|31.90\|7.77\|28.61\|32.29\|28.61\|150499;2026-05-25\|34.42\|7.90\|31.90\|35.09\|31.38\|225112;2026-05-26\|30.98\|-9.99\|33.82\|33.82\|30.98\|68352;2026-05-27\|27.88\|-10.01\|27.88\|28.87\|27.88\|33433;2026-05-28\|25.09\|-10.01\|25.09\|25.28\|25.09\|33266;2026-05-29\|24.51\|-2.31\|23.38\|25.50\|23.02\|148945;2026-06-01\|26.02\|6.16\|24.99\|26.68\|24.75\|118658;2026-06-02\|26.91\|3.42\|25.76\|27.89\|25.75\|107146;2026-06-03\|29.60\|10.00\|26.88\|29.60\|26.88\|97173;2026-06-04\|29.02\|-1.96\|29.31\|30.42\|28.60\|120571;2026-06-05\|28.65\|-1.27\|29.02\|29.38\|28.16\|75543;2026-06-08\|27.32\|-4.64\|27.13\|28.49\|26.82\|62708;2026-06-09\|27.12\|-0.73\|27.50\|28.30\|26.53\|58472;2026-06-10\|26.77\|-1.29\|26.85\|27.30\|25.98\|59400;2026-06-11\|27.85\|4.03\|26.51\|27.99\|26.48\|58915;2026-06-12\|27.30\|-1.97\|28.44\|28.67\|27.06\|60738;2026-06-15\|30.03\|10.00\|27.92\|30.03\|27.79\|46237;2026-06-16\|31.47\|4.80\|30.93\|32.05\|29.54\|101507;2026-06-17\|31.49\|0.06\|31.33\|31.81\|30.48\|67043;2026-06-18\|31.73\|0.76\|31.63\|32.04\|31.00\|53021;2026-06-22\|31.24\|-1.54\|31.53\|32.53\|30.55\|48235;2026-06-23\|28.12\|-9.99\|28.12\|28.50\|28.12\|14320;2026-06-24\|25.31\|-9.99\|25.31\|25.31\|25.31\|10087;2026-06-25\|25.87\|2.21\|24.68\|27.75\|24.68\|128477;2026-06-26\|25.15\|-2.78\|25.70\|26.45\|25.00\|74448;2026-06-29\|24.10\|-4.17\|26.14\|26.14\|23.79\|81690;2026-06-30\|22.85\|-5.19\|25.00\|25.00\|22.57\|84276;2026-07-01\|22.85\|0.00\|22.85\|23.96\|21.90\|82992;2026-07-02\|21.74\|-4.86\|22.55\|23.58\|21.66\|58694;2026-07-03\|21.88\|0.64\|21.98\|22.37\|21.56\|41380;2026-07-06\|22.12\|1.10\|22.07\|22.56\|21.01\|57405;2026-07-07\|21.55\|-2.58\|21.90\|22.20\|21.12\|36894;2026-07-08\|21.33\|-1.02\|21.90\|23.18\|21.05\|53087;2026-07-09\|21.27\|-0.28\|21.22\|22.00\|20.56\|47348;2026-07-10\|22.59\|6.21\|21.20\|22.97\|21.14\|67331;2026-07-13\|22.82\|1.02\|22.21\|24.79\|22.21\|106905;2026-07-14\|22.15\|-2.94\|21.84\|23.51\|20.80\|78606;2026-07-15\|21.28\|-3.93\|22.12\|22.20\|21.22\|37281
111690	华为发布半导体韬定律，预计2031年可达1.4纳米制程同等水平，秋季面世的麒麟手机芯片性能将大幅提升	涨停揭秘：华为发布半导体韬定律并预告麒麟芯片性能跃升，带动国产光刻胶需求预期升温；涨停缘由：公司半导体光刻胶已批量供货，直接受益于先进制程加速推进及国产替代加速落地；资金逻辑：主力资金5月25日大幅净流入，板块内领涨标的，量价齐升显示资金抢筹意愿强烈；风险提示：半导体光刻胶业务占比仍较低，技术壁垒高、客户认证周期长，短期业绩弹性有限	公司的干膜光刻胶、显示用光刻胶、半导体光刻胶等产品已经面向市场实现了批量销售	2026-03-05\|37.77\|1.64\|38.00\|38.62\|37.50\|84339;2026-03-06\|37.81\|0.11\|37.51\|38.00\|37.50\|55119;2026-03-09\|37.30\|-1.35\|37.10\|37.39\|35.80\|88563;2026-03-10\|38.45\|3.08\|37.89\|38.49\|37.61\|80510;2026-03-11\|38.00\|-1.17\|38.25\|38.95\|37.91\|58756;2026-03-12\|37.77\|-0.61\|38.09\|38.21\|37.45\|49263;2026-03-13\|37.76\|-0.03\|37.33\|38.43\|37.30\|53499;2026-03-16\|38.40\|1.69\|37.39\|38.43\|37.01\|64135;2026-03-17\|37.12\|-3.33\|38.37\|38.37\|37.10\|54921;2026-03-18\|37.70\|1.56\|37.43\|37.75\|37.03\|43605;2026-03-19\|36.43\|-3.37\|37.15\|37.30\|36.17\|68511;2026-03-20\|35.41\|-2.80\|36.81\|36.95\|35.40\|63665;2026-03-23\|33.50\|-5.39\|34.80\|35.18\|33.21\|78542;2026-03-24\|33.93\|1.28\|34.36\|34.44\|32.98\|58622;2026-03-25\|34.75\|2.42\|34.37\|35.05\|34.30\|63939;2026-03-26\|33.68\|-3.08\|34.41\|34.70\|33.51\|46829;2026-03-27\|34.25\|1.69\|33.01\|34.55\|33.00\|54688;2026-03-30\|34.30\|0.15\|33.75\|34.39\|33.41\|39650;2026-03-31\|33.59\|-2.07\|34.27\|34.43\|33.50\|42537;2026-04-01\|34.27\|2.02\|34.26\|34.38\|33.94\|41193;2026-04-02\|33.06\|-3.53\|34.02\|34.20\|32.85\|50167;2026-04-03\|32.93\|-0.39\|33.19\|33.66\|32.93\|41447;2026-04-07\|33.54\|1.85\|33.00\|33.75\|33.00\|38348;2026-04-08\|35.14\|4.77\|34.39\|35.14\|34.18\|81264;2026-04-09\|34.86\|-0.80\|34.70\|35.39\|34.63\|60217;2026-04-10\|34.92\|0.17\|35.17\|35.50\|34.92\|56230;2026-04-13\|34.95\|0.09\|34.80\|35.27\|34.77\|41258;2026-04-14\|35.36\|1.17\|35.34\|35.65\|35.07\|61466;2026-04-15\|34.75\|-1.73\|35.65\|35.65\|34.71\|50482;2026-04-16\|35.36\|1.76\|34.90\|35.55\|34.63\|55939;2026-04-17\|36.06\|1.98\|35.28\|36.18\|35.05\|98054;2026-04-20\|36.98\|2.55\|35.98\|37.06\|35.88\|107491;2026-04-21\|37.22\|0.65\|36.99\|37.70\|36.76\|96761;2026-04-22\|38.28\|2.85\|37.30\|38.70\|37.02\|165538;2026-04-23\|37.88\|-1.04\|38.80\|39.11\|37.81\|132781;2026-04-24\|37.31\|-1.50\|37.62\|38.75\|37.30\|111281;2026-04-27\|38.61\|3.48\|37.38\|40.41\|37.37\|259260;2026-04-28\|38.28\|-0.85\|38.19\|38.42\|37.21\|149976;2026-04-29\|37.57\|-1.85\|37.71\|38.28\|37.36\|96015;2026-04-30\|37.05\|-1.38\|37.57\|38.02\|37.00\|100706;2026-05-06\|37.64\|1.59\|37.79\|38.59\|37.58\|144482;2026-05-07\|38.78\|3.03\|37.79\|38.96\|37.60\|135082;2026-05-08\|37.83\|-2.45\|38.20\|38.40\|37.71\|103665;2026-05-11\|38.77\|2.48\|38.02\|39.17\|38.02\|149519;2026-05-12\|39.73\|2.48\|39.00\|39.94\|38.70\|206691;2026-05-13\|40.93\|3.02\|38.94\|40.98\|38.55\|227424;2026-05-14\|41.31\|0.93\|40.66\|42.50\|39.78\|306092;2026-05-15\|42.55\|3.00\|40.90\|43.99\|40.80\|393019;2026-05-18\|45.37\|6.63\|42.55\|47.30\|41.48\|514365;2026-05-19\|45.99\|1.37\|44.15\|47.00\|43.82\|392916;2026-05-20\|44.88\|-2.41\|45.52\|45.89\|43.88\|300927;2026-05-21\|42.46\|-5.39\|45.15\|45.68\|42.00\|358787;2026-05-22\|45.78\|7.82\|42.86\|46.70\|42.60\|438155;2026-05-25\|52.20\|14.02\|50.24\|54.94\|47.88\|778164;2026-05-26\|48.24\|-7.59\|50.00\|50.88\|46.66\|620984;2026-05-27\|45.35\|-5.99\|48.25\|48.26\|45.00\|412915;2026-05-28\|47.40\|4.52\|44.62\|47.97\|44.50\|399956;2026-05-29\|43.53\|-8.16\|47.00\|48.24\|42.96\|371535;2026-06-01\|42.52\|-2.32\|43.36\|45.17\|42.50\|217807;2026-06-02\|42.08\|-1.03\|42.52\|44.04\|41.94\|205495;2026-06-03\|41.06\|-2.42\|41.20\|42.90\|40.50\|253999;2026-06-04\|41.40\|0.83\|40.27\|42.08\|40.10\|171390;2026-06-05\|41.77\|0.89\|40.80\|44.26\|38.88\|350016;2026-06-08\|39.84\|-4.62\|39.31\|41.39\|39.31\|178102;2026-06-09\|46.19\|15.94\|40.64\|46.75\|39.51\|470981;2026-06-10\|43.63\|4.05\|42.40\|44.21\|41.78\|499672;2026-06-11\|45.20\|3.60\|43.00\|46.99\|42.85\|562432;2026-06-12\|45.20\|0.00\|47.45\|49.29\|45.03\|577086;2026-06-15\|48.94\|8.27\|48.24\|49.62\|45.77\|391455;2026-06-16\|49.88\|1.92\|49.00\|51.70\|48.80\|343594;2026-06-17\|51.22\|2.69\|48.80\|52.33\|48.18\|298892;2026-06-18\|49.77\|-2.83\|50.64\|51.22\|48.98\|253288;2026-06-22\|53.92\|8.34\|52.80\|54.90\|50.10\|415429;2026-06-23\|51.22\|-5.01\|55.00\|55.00\|50.60\|316134;2026-06-24\|52.79\|3.07\|50.71\|53.57\|49.84\|292413;2026-06-25\|51.11\|-3.18\|53.00\|53.50\|50.00\|289272;2026-06-26\|51.16\|0.10\|50.30\|54.00\|50.16\|373695;2026-06-29\|50.06\|-2.15\|51.19\|55.83\|48.69\|447776;2026-06-30\|51.22\|2.32\|50.06\|51.42\|48.30\|323909;2026-07-01\|51.05\|-0.33\|51.28\|53.46\|50.38\|317219;2026-07-02\|50.15\|-1.76\|49.33\|52.65\|46.80\|321101;2026-07-03\|45.86\|-8.55\|49.10\|49.79\|45.86\|271864;2026-07-06\|43.69\|-4.73\|46.61\|46.85\|43.07\|248635;2026-07-07\|42.70\|-2.27\|43.47\|43.88\|42.00\|149616;2026-07-08\|40.69\|-4.71\|42.55\|43.05\|39.81\|169116;2026-07-09\|42.85\|5.31\|41.46\|43.00\|39.92\|202917;2026-07-10\|39.81\|-7.09\|42.86\|44.35\|39.80\|260528;2026-07-13\|36.24\|-8.97\|39.68\|40.26\|36.09\|216381;2026-07-14\|35.99\|-0.69\|36.88\|37.04\|34.00\|198798;2026-07-15\|33.80\|-6.09\|36.20\|37.25\|33.72\|173146
111689	华为发布半导体韬定律，预计2031年可达1.4纳米制程同等水平，秋季面世的麒麟手机芯片性能将大幅提升	涨停揭秘：中国大陆技术最先进、规模最大的晶圆代工企业；英特尔、德州仪器等海外巨头业绩超预期，叠加上半年存储涨价延续，代工产能利用率持续攀升；涨停缘由：全球半导体周期回暖+存储涨价延续+成熟制程需求旺盛+国产替代纵深推进+设备材料自主可控加速；资金逻辑：资金回流硬科技核心资产，中芯国际作为A股半导体制造唯一龙头获机构加仓；北向资金连续三日净买入，融资余额同步上升；风险提示：先进制程研发进展与客户导入进度存在不确定性；美国出口管制政策存在进一步收紧风险	公司是中国大陆技术最先进、规模最大的晶圆代工企业	2026-03-05\|106.90\|0.20\|108.60\|109.26\|106.09\|353532;2026-03-06\|106.50\|-0.37\|107.00\|108.34\|106.17\|340486;2026-03-09\|105.14\|-1.28\|103.97\|105.79\|101.63\|393560;2026-03-10\|107.28\|2.04\|106.90\|107.75\|105.70\|318322;2026-03-11\|107.10\|-0.17\|107.23\|108.80\|107.00\|279983;2026-03-12\|106.01\|-1.02\|107.00\|108.55\|104.95\|288820;2026-03-13\|107.06\|0.99\|105.02\|107.83\|104.50\|341633;2026-03-16\|108.60\|1.44\|106.31\|110.32\|105.50\|422555;2026-03-17\|106.02\|-2.38\|108.54\|108.58\|105.99\|295718;2026-03-18\|106.60\|0.55\|105.78\|106.88\|105.25\|263346;2026-03-19\|105.96\|-0.60\|105.01\|107.69\|104.51\|378656;2026-03-20\|102.18\|-3.57\|105.20\|105.72\|102.18\|381295;2026-03-23\|98.04\|-4.05\|100.01\|101.99\|97.40\|506671;2026-03-24\|99.25\|1.23\|98.90\|99.37\|97.25\|336803;2026-03-25\|99.99\|0.75\|99.67\|100.94\|99.28\|321306;2026-03-26\|96.88\|-3.11\|99.55\|99.70\|96.55\|313199;2026-03-27\|97.50\|0.64\|96.00\|98.39\|95.87\|280875;2026-03-30\|95.83\|-1.71\|95.80\|96.19\|94.00\|328870;2026-03-31\|94.05\|-1.86\|95.80\|97.40\|94.00\|293839;2026-04-01\|96.33\|2.42\|96.40\|96.70\|94.81\|325648;2026-04-02\|93.20\|-3.25\|95.50\|95.79\|92.51\|293828;2026-04-03\|91.78\|-1.52\|93.41\|93.94\|91.76\|216462;2026-04-07\|95.62\|4.18\|91.50\|96.99\|91.20\|458242;2026-04-08\|101.18\|5.81\|99.02\|101.54\|99.02\|544697;2026-04-09\|99.72\|-1.44\|99.40\|101.20\|99.20\|310717;2026-04-10\|101.01\|1.29\|101.00\|102.79\|100.68\|406305;2026-04-13\|100.64\|-0.37\|99.85\|102.80\|99.72\|351885;2026-04-14\|101.52\|0.87\|102.10\|102.28\|100.38\|370911;2026-04-15\|103.91\|2.35\|102.05\|106.10\|101.80\|704839;2026-04-16\|104.18\|0.26\|103.50\|105.00\|103.00\|393721;2026-04-17\|105.23\|1.01\|103.82\|107.30\|103.27\|503755;2026-04-20\|107.96\|2.59\|105.93\|108.60\|105.01\|547703;2026-04-21\|107.46\|-0.46\|107.33\|108.15\|105.68\|372584;2026-04-22\|107.87\|0.38\|106.80\|108.08\|106.50\|375217;2026-04-23\|105.98\|-1.75\|108.88\|109.12\|105.20\|441491;2026-04-24\|110.96\|4.70\|105.58\|113.25\|104.61\|910704;2026-04-27\|116.58\|5.06\|113.25\|117.69\|112.60\|970296;2026-04-28\|114.00\|-2.21\|115.24\|117.64\|113.02\|625007;2026-04-29\|112.47\|-1.34\|113.35\|113.82\|109.78\|514883;2026-04-30\|118.73\|5.57\|113.31\|119.88\|113.30\|1018383;2026-05-06\|123.10\|3.68\|122.00\|128.12\|121.74\|1292941;2026-05-07\|125.34\|1.82\|125.11\|127.48\|122.22\|842774;2026-05-08\|120.31\|-4.01\|122.90\|123.19\|120.05\|708618;2026-05-11\|122.52\|1.84\|122.99\|124.57\|121.90\|814860;2026-05-12\|121.98\|-0.44\|124.44\|125.44\|120.00\|817732;2026-05-13\|121.86\|-0.10\|119.00\|122.50\|116.04\|954951;2026-05-14\|117.90\|-3.25\|121.92\|124.04\|117.00\|790650;2026-05-15\|119.02\|0.95\|121.00\|125.00\|118.48\|1328101;2026-05-18\|117.62\|-1.18\|117.40\|120.34\|115.60\|748969;2026-05-19\|118.82\|1.02\|116.16\|118.88\|112.68\|840270;2026-05-20\|133.81\|12.62\|118.00\|136.63\|117.50\|2248801;2026-05-21\|127.22\|-4.92\|134.00\|137.63\|127.10\|1546777;2026-05-22\|131.33\|3.23\|129.33\|132.18\|126.50\|1199478;2026-05-25\|156.00\|18.78\|136.00\|157.60\|136.00\|2521802;2026-05-26\|149.18\|-4.37\|150.73\|154.44\|145.50\|1799242;2026-05-27\|146.22\|-1.98\|150.00\|153.52\|145.00\|1234984;2026-05-28\|153.70\|5.12\|146.00\|159.05\|146.00\|1608232;2026-05-29\|139.91\|-8.97\|150.92\|152.38\|138.49\|1536813;2026-06-01\|132.44\|-5.34\|139.76\|140.80\|132.04\|1008849;2026-06-02\|132.48\|0.03\|132.98\|135.50\|129.30\|923688;2026-06-03\|134.00\|1.15\|132.00\|138.75\|131.85\|992127;2026-06-04\|134.88\|0.66\|131.00\|137.57\|130.00\|778527;2026-06-05\|127.40\|-5.55\|131.00\|134.75\|126.70\|934574;2026-06-08\|121.92\|-4.30\|120.00\|124.28\|120.00\|781226;2026-06-09\|127.30\|4.41\|123.50\|128.03\|120.89\|769663;2026-06-10\|125.34\|-1.54\|125.00\|131.18\|124.50\|669094;2026-06-11\|127.40\|1.64\|124.00\|129.08\|123.01\|626276;2026-06-12\|124.88\|-1.98\|131.64\|134.87\|124.37\|817437;2026-06-15\|130.52\|4.52\|128.59\|131.00\|124.89\|728604;2026-06-16\|130.14\|-0.29\|131.00\|134.34\|127.93\|745583;2026-06-17\|134.70\|3.50\|127.91\|134.88\|126.68\|963562;2026-06-18\|140.70\|4.45\|136.11\|144.63\|132.88\|1244937;2026-06-22\|145.59\|3.48\|140.78\|148.00\|140.00\|1060961;2026-06-23\|141.70\|-2.67\|143.58\|148.30\|139.60\|918201;2026-06-24\|151.53\|6.94\|141.50\|156.35\|141.32\|1411624;2026-06-25\|156.86\|3.52\|152.00\|158.66\|151.00\|1186102;2026-06-26\|148.76\|-5.16\|153.70\|156.22\|146.50\|1076155;2026-06-29\|151.00\|1.51\|147.80\|152.99\|141.00\|1027401;2026-06-30\|158.82\|5.18\|152.05\|160.66\|150.00\|1066795;2026-07-01\|154.48\|-2.73\|160.19\|166.88\|152.31\|1146777;2026-07-02\|144.10\|-6.72\|146.50\|151.69\|141.26\|949024;2026-07-03\|140.31\|-2.63\|144.89\|146.45\|140.20\|770412;2026-07-06\|143.99\|2.62\|143.40\|147.86\|135.26\|896631;2026-07-07\|145.42\|0.99\|142.00\|149.51\|140.16\|689117;2026-07-08\|152.10\|4.59\|148.00\|156.98\|142.60\|1000253;2026-07-09\|173.00\|13.74\|153.68\|174.51\|152.10\|1446296;2026-07-10\|163.02\|-5.77\|173.00\|176.34\|162.58\|1127089;2026-07-13\|163.58\|0.34\|160.01\|172.44\|160.01\|1081333;2026-07-14\|160.99\|-1.58\|165.66\|166.88\|150.20\|1162794;2026-07-15\|153.72\|-4.52\|160.00\|162.78\|150.25\|82066517
111688	华为发布半导体韬定律，预计2031年可达1.4纳米制程同等水平，秋季面世的麒麟手机芯片性能将大幅提升	涨停揭秘：华大九天4月27日涨停，受全球AI芯片设计高景气及国产替代加速催化，EDA工具在高性能计算与HBM配套设计中战略地位凸显；涨停缘由：公司为国内唯一全流程EDA供应商，其模拟/数字全流程工具已支持7nm以下先进工艺，深度适配昇腾、寒武纪等AI芯片设计需求；英特尔等大厂业绩超预期强化全球算力基建投入预期；资金逻辑：主力资金单日净流入超8500万元，北向持仓连续三周增持，板块内机构一致预期上调2026年营收增速至38%+；风险提示：EDA行业研发投入强度高、客户认证周期长，短期盈利弹性受限；国际巨头技术壁垒仍存	国产EDA龙头，股东中电金投拟增持1%-2%股份	2026-03-05\|94.98\|1.42\|94.94\|96.25\|94.53\|30977;2026-03-06\|95.57\|0.62\|94.52\|96.05\|94.50\|20239;2026-03-09\|95.66\|0.09\|94.00\|96.08\|92.22\|41836;2026-03-10\|97.37\|1.79\|96.25\|97.68\|95.60\|34085;2026-03-11\|95.98\|-1.43\|97.37\|97.59\|95.96\|28512;2026-03-12\|94.90\|-1.13\|96.02\|96.69\|94.58\|25473;2026-03-13\|93.67\|-1.30\|94.27\|94.78\|93.51\|21623;2026-03-16\|94.98\|1.40\|93.34\|95.34\|92.96\|29740;2026-03-17\|89.95\|-5.30\|95.00\|95.20\|89.40\|83049;2026-03-18\|90.49\|0.60\|89.90\|90.52\|88.88\|35030;2026-03-19\|88.04\|-2.71\|89.05\|89.76\|87.66\|42893;2026-03-20\|86.00\|-2.32\|88.20\|88.73\|86.00\|36850;2026-03-23\|81.22\|-5.56\|85.00\|85.32\|80.83\|55126;2026-03-24\|82.33\|1.37\|82.60\|82.77\|80.74\|39092;2026-03-25\|84.02\|2.05\|82.94\|84.38\|82.61\|32712;2026-03-26\|82.43\|-1.89\|84.00\|84.30\|82.07\|24415;2026-03-27\|83.22\|0.96\|80.74\|83.85\|80.74\|25649;2026-03-30\|82.35\|-1.05\|82.00\|82.91\|81.68\|24012;2026-03-31\|81.12\|-1.49\|82.02\|83.45\|81.10\|25093;2026-04-01\|83.14\|2.49\|82.53\|83.38\|82.36\|27990;2026-04-02\|81.15\|-2.39\|82.77\|82.96\|80.63\|26509;2026-04-03\|82.30\|1.42\|81.69\|83.35\|80.20\|40226;2026-04-07\|82.17\|-0.16\|82.37\|83.50\|81.71\|31661;2026-04-08\|85.48\|4.03\|84.12\|85.50\|83.63\|58582;2026-04-09\|84.20\|-1.50\|84.18\|84.96\|83.62\|34793;2026-04-10\|84.51\|0.37\|84.70\|85.80\|84.46\|43706;2026-04-13\|84.39\|-0.14\|83.01\|85.19\|83.00\|37624;2026-04-14\|86.36\|2.33\|85.00\|86.49\|84.82\|52667;2026-04-15\|85.25\|-1.29\|86.80\|86.88\|85.15\|45735;2026-04-16\|85.12\|-0.15\|85.32\|85.88\|84.50\|38548;2026-04-17\|85.85\|0.86\|84.80\|86.50\|83.59\|47373;2026-04-20\|87.70\|2.15\|85.88\|89.62\|85.53\|69022;2026-04-21\|85.50\|-2.51\|87.50\|87.50\|84.76\|46375;2026-04-22\|87.20\|1.99\|85.50\|87.33\|84.70\|46312;2026-04-23\|86.78\|-0.48\|87.20\|88.69\|86.25\|51244;2026-04-24\|87.15\|0.43\|86.41\|88.33\|85.59\|50646;2026-04-27\|92.77\|6.45\|88.00\|94.00\|87.50\|126069;2026-04-28\|82.60\|-10.96\|87.90\|87.90\|82.33\|163288;2026-04-29\|84.65\|2.48\|82.34\|85.60\|81.43\|97266;2026-04-30\|88.82\|4.93\|86.58\|90.50\|84.56\|143005;2026-05-06\|90.22\|1.58\|89.91\|92.70\|89.58\|114390;2026-05-07\|92.53\|2.56\|91.12\|92.98\|90.90\|92787;2026-05-08\|92.20\|-0.36\|92.00\|93.90\|91.09\|83592;2026-05-11\|94.42\|2.41\|93.25\|96.17\|92.85\|114338;2026-05-12\|95.80\|1.46\|94.00\|97.51\|92.78\|121402;2026-05-13\|95.97\|0.18\|95.00\|96.34\|93.11\|92760;2026-05-14\|94.27\|-1.77\|96.95\|98.23\|94.27\|107682;2026-05-15\|95.67\|1.49\|94.65\|98.28\|92.72\|111454;2026-05-18\|94.54\|-1.18\|94.92\|96.90\|93.66\|78642;2026-05-19\|95.08\|0.57\|94.34\|95.28\|92.24\|82546;2026-05-20\|103.39\|8.74\|95.08\|103.50\|95.07\|183510;2026-05-21\|97.22\|-5.97\|101.78\|106.69\|96.80\|198180;2026-05-22\|108.69\|11.80\|97.25\|108.88\|96.68\|279314;2026-05-25\|125.04\|15.04\|107.00\|130.43\|106.00\|518198;2026-05-26\|135.00\|7.97\|130.53\|137.56\|126.00\|657484;2026-05-27\|127.42\|-5.61\|130.00\|132.30\|125.00\|399483;2026-05-28\|128.58\|0.91\|124.07\|129.60\|119.19\|324536;2026-05-29\|114.50\|-10.95\|125.10\|125.47\|111.11\|327292;2026-06-01\|105.75\|-7.52\|112.11\|113.32\|105.43\|220752;2026-06-02\|105.30\|-0.43\|107.00\|109.15\|104.68\|201801;2026-06-03\|105.83\|0.50\|105.00\|110.90\|105.00\|213626;2026-06-04\|103.63\|-2.08\|103.13\|107.37\|101.95\|179238;2026-06-05\|98.73\|-4.73\|102.99\|103.81\|98.10\|208231;2026-06-08\|95.15\|-3.63\|94.01\|98.23\|93.50\|152627;2026-06-09\|99.50\|4.57\|96.65\|100.78\|94.82\|163557;2026-06-10\|96.87\|-2.64\|98.49\|99.90\|96.10\|114967;2026-06-11\|96.45\|-0.43\|95.80\|98.49\|95.10\|106845;2026-06-12\|94.57\|-1.95\|99.50\|99.91\|94.10\|146189;2026-06-15\|101.65\|7.49\|96.05\|101.75\|94.52\|159210;2026-06-16\|99.61\|-2.01\|101.07\|101.14\|98.26\|131228;2026-06-17\|105.01\|5.42\|98.00\|105.29\|97.40\|175178;2026-06-18\|104.00\|-0.96\|104.00\|105.00\|102.90\|133629;2026-06-22\|101.71\|-2.20\|105.40\|106.18\|99.11\|157938;2026-06-23\|101.30\|-0.40\|100.95\|105.43\|99.23\|127858;2026-06-24\|107.85\|6.47\|99.98\|109.07\|97.50\|201968;2026-06-25\|110.10\|2.09\|109.70\|110.75\|104.30\|202445;2026-06-26\|113.76\|3.32\|110.00\|117.99\|103.51\|255556;2026-06-29\|114.26\|0.44\|111.11\|118.15\|108.22\|241573;2026-06-30\|119.42\|4.52\|113.45\|120.00\|110.05\|236615;2026-07-01\|118.78\|-0.54\|117.33\|123.51\|116.00\|240146;2026-07-02\|108.10\|-8.99\|114.19\|116.09\|107.83\|186142;2026-07-03\|102.77\|-4.93\|108.48\|109.50\|102.61\|177103;2026-07-06\|117.21\|14.05\|109.40\|123.30\|108.80\|336858;2026-07-07\|119.39\|1.86\|113.50\|121.50\|113.46\|235441;2026-07-08\|117.18\|-1.85\|118.15\|120.58\|109.50\|233682;2026-07-09\|123.41\|5.32\|119.00\|124.39\|114.44\|305718;2026-07-10\|112.40\|-8.92\|122.56\|124.06\|112.40\|283606;2026-07-13\|119.83\|6.61\|111.18\|127.96\|110.73\|286200;2026-07-14\|116.79\|-2.54\|119.00\|121.90\|113.00\|201038;2026-07-15\|110.20\|-5.64\|116.00\|116.66\|107.98\|158810
111687	华为发布半导体韬定律，预计2031年可达1.4纳米制程同等水平，秋季面世的麒麟手机芯片性能将大幅提升	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-03-05\|161.31\|1.91\|162.20\|164.46\|159.52\|31097;2026-03-06\|160.80\|-0.32\|160.00\|162.40\|160.00\|15863;2026-03-09\|155.33\|-3.40\|156.90\|156.90\|151.03\|29468;2026-03-10\|159.34\|2.58\|158.98\|160.38\|157.20\|21826;2026-03-11\|158.81\|-0.33\|159.49\|160.39\|158.58\|17193;2026-03-12\|155.30\|-2.21\|158.01\|159.38\|154.28\|20876;2026-03-13\|153.48\|-1.17\|153.83\|156.50\|152.34\|21667;2026-03-16\|156.87\|2.21\|152.44\|157.41\|150.51\|27203;2026-03-17\|153.43\|-2.19\|156.73\|157.95\|153.30\|18397;2026-03-18\|155.86\|1.58\|154.23\|156.37\|152.68\|19575;2026-03-19\|150.47\|-3.46\|153.10\|153.80\|150.00\|21919;2026-03-20\|150.01\|-0.31\|151.97\|155.80\|150.01\|23260;2026-03-23\|144.76\|-3.50\|146.06\|148.98\|143.50\|26788;2026-03-24\|148.50\|2.58\|147.10\|148.98\|145.28\|24075;2026-03-25\|149.84\|0.90\|149.00\|151.62\|149.00\|23518;2026-03-26\|142.03\|-5.21\|148.00\|148.88\|140.85\|47638;2026-03-27\|142.99\|0.68\|139.40\|144.00\|138.56\|31914;2026-03-30\|144.50\|1.06\|140.06\|146.90\|139.30\|40505;2026-03-31\|141.61\|-2.00\|147.39\|147.80\|141.20\|25932;2026-04-01\|145.19\|2.53\|146.00\|146.00\|143.33\|27708;2026-04-02\|140.10\|-3.51\|145.19\|145.20\|139.00\|23572;2026-04-03\|139.74\|-0.26\|140.86\|141.78\|139.08\|15100;2026-04-07\|140.83\|0.78\|140.69\|142.48\|140.06\|18274;2026-04-08\|150.99\|7.21\|147.00\|150.99\|145.60\|42717;2026-04-09\|151.33\|0.23\|148.58\|154.87\|148.06\|40579;2026-04-10\|153.90\|1.70\|153.66\|156.60\|152.67\|35715;2026-04-13\|153.15\|-0.49\|151.99\|154.98\|151.00\|28287;2026-04-14\|159.21\|3.96\|155.00\|161.48\|154.80\|54042;2026-04-15\|156.00\|-2.02\|160.55\|161.00\|155.22\|40794;2026-04-16\|155.86\|-0.09\|155.06\|156.50\|154.02\|34953;2026-04-17\|157.40\|0.99\|154.53\|158.50\|152.80\|36086;2026-04-20\|156.76\|-0.41\|157.25\|159.40\|154.53\|38052;2026-04-21\|155.80\|-0.61\|156.99\|157.00\|153.23\|27845;2026-04-22\|161.00\|3.34\|155.80\|161.00\|154.92\|51041;2026-04-23\|156.44\|-2.83\|161.78\|162.18\|155.00\|39800;2026-04-24\|157.98\|0.98\|156.14\|160.90\|154.58\|43875;2026-04-27\|166.10\|5.14\|160.99\|167.35\|155.64\|78037;2026-04-28\|146.60\|-11.74\|151.30\|152.32\|144.60\|110629;2026-04-29\|149.01\|1.64\|145.00\|149.97\|142.58\|52804;2026-04-30\|154.11\|3.42\|149.05\|157.00\|148.00\|59557;2026-05-06\|157.20\|2.01\|157.22\|163.50\|155.88\|64288;2026-05-07\|160.35\|2.00\|158.70\|160.37\|156.31\|57437;2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.65\|-9.08\|400.37\|404.00\|348.00\|8900335
111686	华为发布半导体韬定律，预计2031年可达1.4纳米制程同等水平，秋季面世的麒麟手机芯片性能将大幅提升	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-03-05\|282.80\|1.34\|288.16\|289.88\|280.23\|255300;2026-03-06\|284.99\|0.77\|277.90\|288.88\|277.56\|208576;2026-03-09\|276.09\|-3.12\|273.00\|277.70\|264.00\|283546;2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|566.99\|-2.91\|600.00\|608.07\|565.29\|542660
111685	华为发布半导体韬定律，预计2031年可达1.4纳米制程同等水平，秋季面世的麒麟手机芯片性能将大幅提升	定增+先进封装+合肥国资行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2026年6月13日公告，公司拟向控股股东合肥创新投发行股票，6月12日双方签署《补充协议》，调整后定价基准日为发行期首日，发行数量不超过总股本的30%。 2、据2025年年报，公司重点攻关项目“基板类压缩成型封装自动化设备”及“扇出型晶圆封装模具”分别入选安徽省科技厅和工信厅攻关名单，先进封装设备研发取得关键性突破。 3、据2025年年报及2026年6月2日机构调研，公司最终控制人为合肥市国资委，半导体封装装备业务营收占比约70%，涵盖全自动塑封系统等，是国内领先的半导体封测设备供应商。 4、据2026年一季报，公司一季度实现营收1.02亿元，同比增长47.48%，归母净利润149.22万元，同比扭亏为盈。	老牌半导体封测专业设备供应商；拟1.21亿元收购众合半导体51%股权	2026-03-05\|26.46\|0.88\|26.70\|26.85\|26.36\|35981;2026-03-06\|27.07\|2.31\|26.42\|27.08\|26.31\|33168;2026-03-09\|26.60\|-1.74\|26.68\|26.69\|26.12\|41561;2026-03-10\|27.67\|4.02\|26.97\|27.99\|26.77\|64338;2026-03-11\|28.04\|1.34\|27.50\|28.75\|27.50\|85445;2026-03-12\|27.47\|-2.03\|27.87\|27.94\|27.22\|43768;2026-03-13\|27.02\|-1.64\|27.34\|27.80\|26.90\|37293;2026-03-16\|28.05\|3.81\|27.02\|28.05\|26.70\|52734;2026-03-17\|26.79\|-4.49\|27.76\|27.97\|26.74\|51102;2026-03-18\|27.43\|2.39\|26.99\|27.47\|26.77\|35981;2026-03-19\|26.71\|-2.62\|27.08\|27.24\|26.60\|36553;2026-03-20\|25.43\|-4.79\|26.73\|26.90\|25.43\|42498;2026-03-23\|23.81\|-6.37\|24.99\|25.42\|23.50\|40971;2026-03-24\|24.50\|2.90\|24.20\|24.55\|23.71\|31989;2026-03-25\|24.73\|0.94\|24.54\|24.97\|24.50\|30615;2026-03-26\|24.01\|-2.91\|24.74\|24.90\|23.99\|25852;2026-03-27\|24.18\|0.71\|23.50\|24.45\|23.50\|18068;2026-03-30\|24.21\|0.12\|23.95\|24.35\|23.78\|18154;2026-03-31\|23.60\|-2.52\|24.21\|24.42\|23.60\|27571;2026-04-01\|24.01\|1.74\|24.08\|24.19\|23.82\|23658;2026-04-02\|23.20\|-3.37\|23.51\|23.94\|22.98\|30188;2026-04-03\|22.70\|-2.16\|23.20\|23.30\|22.68\|25240;2026-04-07\|22.72\|0.09\|22.70\|22.93\|22.60\|16268;2026-04-08\|23.66\|4.14\|23.18\|23.67\|23.07\|31834;2026-04-09\|23.62\|-0.17\|23.76\|24.17\|23.21\|41762;2026-04-10\|23.97\|1.48\|23.78\|24.34\|23.78\|31741;2026-04-13\|24.30\|1.38\|23.91\|24.88\|23.71\|40075;2026-04-14\|24.64\|1.40\|24.50\|25.40\|24.27\|49325;2026-04-15\|24.30\|-1.38\|24.66\|24.78\|24.25\|29573;2026-04-16\|25.28\|4.03\|24.66\|25.50\|24.44\|67673;2026-04-17\|27.81\|10.01\|25.12\|27.81\|25.10\|122310;2026-04-20\|27.73\|-0.29\|27.54\|27.84\|26.66\|122026;2026-04-21\|30.50\|9.99\|27.73\|30.50\|27.60\|293090;2026-04-22\|29.51\|-3.25\|30.18\|30.88\|28.61\|195318;2026-04-23\|28.81\|-2.37\|29.27\|29.58\|28.50\|98113;2026-04-24\|29.09\|0.97\|28.47\|29.58\|28.40\|91095;2026-04-27\|29.35\|0.89\|28.97\|29.55\|28.51\|81770;2026-04-28\|28.80\|-1.87\|29.30\|29.89\|28.75\|73308;2026-04-29\|29.80\|3.47\|28.64\|30.40\|28.34\|152143;2026-04-30\|29.46\|-1.14\|29.61\|30.18\|29.27\|107588;2026-05-06\|30.26\|2.72\|29.98\|30.66\|29.58\|99858;2026-05-07\|30.12\|-0.46\|29.94\|30.50\|29.74\|95306;2026-05-08\|29.83\|-0.96\|29.81\|30.19\|29.71\|76326;2026-05-11\|31.66\|6.13\|30.20\|32.42\|29.80\|171461;2026-05-12\|30.87\|-2.50\|31.38\|31.86\|30.72\|108889;2026-05-13\|31.24\|1.20\|30.41\|31.66\|30.03\|104813;2026-05-14\|30.75\|-1.57\|31.42\|31.98\|30.45\|84658;2026-05-15\|29.67\|-3.51\|30.29\|30.86\|29.55\|141432;2026-05-18\|29.96\|0.98\|30.22\|31.23\|29.60\|170347;2026-05-19\|30.83\|2.90\|29.68\|31.10\|28.50\|139466;2026-05-20\|32.20\|4.44\|30.77\|33.03\|30.51\|219761;2026-05-21\|30.10\|-6.52\|31.91\|32.85\|30.00\|172458;2026-05-22\|30.43\|1.10\|30.10\|31.02\|30.10\|106822;2026-05-25\|33.47\|9.99\|30.44\|33.47\|30.31\|139107;2026-05-26\|36.82\|10.01\|36.82\|36.82\|36.40\|81083;2026-05-27\|33.79\|-8.23\|39.99\|39.99\|33.14\|511467;2026-05-28\|33.40\|-1.15\|32.33\|35.30\|31.55\|343541;2026-05-29\|31.22\|-6.53\|33.39\|33.40\|31.22\|257603;2026-06-01\|30.22\|-3.20\|30.72\|31.99\|30.17\|176669;2026-06-02\|28.98\|-4.10\|30.00\|30.35\|28.75\|145281;2026-06-03\|29.40\|1.45\|28.82\|30.98\|28.82\|152636;2026-06-04\|28.92\|-1.63\|29.01\|30.11\|28.56\|106838;2026-06-05\|29.68\|2.63\|28.58\|30.91\|27.62\|160078;2026-06-08\|28.18\|-5.05\|28.52\|29.88\|27.80\|88532;2026-06-09\|29.10\|3.26\|28.51\|29.30\|27.60\|95845;2026-06-10\|28.88\|-0.76\|28.49\|29.42\|28.26\|88779;2026-06-11\|28.77\|-0.38\|28.30\|29.66\|27.92\|112232;2026-06-12\|26.89\|-6.53\|29.40\|29.74\|26.86\|175922;2026-06-15\|29.58\|10.00\|27.01\|29.58\|26.90\|129371;2026-06-16\|30.24\|2.23\|29.58\|30.45\|29.22\|140943;2026-06-17\|30.84\|1.98\|30.09\|31.13\|29.80\|126834;2026-06-18\|32.66\|5.90\|31.14\|33.60\|30.85\|213875;2026-06-22\|33.15\|1.50\|32.66\|33.73\|31.94\|198074;2026-06-23\|32.73\|-1.27\|32.66\|33.48\|32.29\|130609;2026-06-24\|32.76\|0.09\|32.36\|33.38\|32.00\|143236;2026-06-25\|33.48\|2.20\|32.78\|34.10\|32.50\|218078;2026-06-26\|36.00\|7.53\|33.11\|36.83\|32.90\|425383;2026-06-29\|38.03\|5.64\|37.01\|38.45\|34.85\|355973;2026-06-30\|39.71\|4.42\|37.00\|39.87\|37.00\|298530;2026-07-01\|36.80\|-7.33\|39.00\|39.00\|35.98\|280090;2026-07-02\|36.68\|-0.33\|35.46\|40.40\|34.70\|244721;2026-07-03\|36.10\|-1.58\|36.94\|37.43\|35.23\|162800;2026-07-06\|38.35\|6.23\|36.30\|39.17\|35.82\|243672;2026-07-07\|37.53\|-2.14\|37.70\|38.10\|37.00\|121159;2026-07-08\|34.72\|-7.49\|36.91\|37.50\|34.60\|149855;2026-07-09\|37.98\|9.39\|35.41\|38.19\|35.41\|273681;2026-07-10\|35.00\|-7.85\|37.77\|38.39\|34.97\|260017;2026-07-13\|31.50\|-10.00\|34.60\|35.67\|31.50\|175039;2026-07-14\|31.93\|1.37\|31.31\|33.77\|30.84\|172108;2026-07-15\|30.48\|-4.54\|32.20\|32.68\|29.90\|107425

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