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
111684	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	锆铪分离+锆系新材+半导体上游+固态电池行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据浙商证券2026年6月11日研报，截至2026年4月，公司锆铪分离半工业化产线已可连续且稳定产出4N级以上氧氯化铪及氧氯化锆，均为电子级产品，预计投产在即，铪在存储、CPU、GPU中应用大有可为；据2026年5月13日互动易，公司已将部分锆铪产品向下游半导体领域客户送样。 2、据2025年年度报告，公司以自产氯化锆为原料进行固态电解质粉体合成试验，氯化锆作为固态电池核心原料已向下游固态电池工厂小批量供货。 3、据2025年年度报告，公司是全国乃至全球知名的锆系制品生产企业，主要产品包括电熔氧化锆、海绵锆、氧氯化锆及特种陶瓷等，核级海绵锆已进入法马通全球供应链。	1、公司锆铪分离项目正处于项目建设中，现有半工业化产线已实现连续稳定生产，产出的锆铪产品均为4N级以上，并已将部分产品向下游半导体领域客户送样； 2、公司锆基卤化物材料目前已向下游电池企业小批量供货	2026-03-05\|53.27\|-3.86\|54.50\|54.50\|52.45\|134210;2026-03-06\|52.90\|-0.69\|52.69\|53.63\|51.69\|90290;2026-03-09\|50.93\|-3.72\|51.00\|51.50\|49.20\|145697;2026-03-10\|52.32\|2.73\|50.92\|52.57\|50.90\|76035;2026-03-11\|52.29\|-0.06\|52.45\|53.13\|51.77\|83075;2026-03-12\|50.65\|-3.14\|52.37\|52.75\|50.12\|78021;2026-03-13\|50.09\|-1.11\|50.50\|51.18\|49.86\|59561;2026-03-16\|47.55\|-5.07\|49.90\|50.66\|46.46\|145440;2026-03-17\|46.39\|-2.44\|48.50\|48.58\|46.31\|76760;2026-03-18\|46.15\|-0.52\|46.39\|46.73\|45.73\|59636;2026-03-19\|43.20\|-6.39\|46.01\|46.01\|42.82\|104932;2026-03-20\|43.11\|-0.21\|43.58\|44.80\|43.04\|68975;2026-03-23\|40.49\|-6.08\|42.50\|42.98\|40.23\|108824;2026-03-24\|41.11\|1.53\|42.00\|42.00\|39.14\|120954;2026-03-25\|41.98\|2.12\|41.43\|42.30\|41.35\|74684;2026-03-26\|41.04\|-2.24\|42.26\|42.29\|40.80\|48254;2026-03-27\|41.28\|0.58\|40.52\|42.30\|40.18\|75733;2026-03-30\|41.56\|0.68\|41.13\|42.22\|40.40\|65870;2026-03-31\|40.98\|-1.40\|41.73\|42.00\|40.60\|43897;2026-04-01\|42.59\|3.93\|41.70\|43.00\|41.06\|76691;2026-04-02\|40.72\|-4.39\|42.41\|42.55\|40.50\|90804;2026-04-03\|40.26\|-1.13\|40.80\|41.26\|40.06\|54124;2026-04-07\|40.34\|0.20\|40.47\|41.18\|40.15\|42429;2026-04-08\|42.75\|5.97\|41.50\|42.88\|41.33\|87498;2026-04-09\|41.90\|-1.99\|42.88\|42.89\|41.78\|62421;2026-04-10\|42.99\|2.60\|42.80\|43.60\|42.08\|86797;2026-04-13\|42.59\|-0.93\|42.81\|43.33\|41.86\|74018;2026-04-14\|43.64\|2.47\|43.44\|43.72\|42.33\|85396;2026-04-15\|43.28\|-0.82\|43.70\|44.39\|43.10\|90594;2026-04-16\|44.51\|2.84\|43.50\|44.69\|43.12\|73335;2026-04-17\|45.61\|2.47\|44.49\|45.93\|44.28\|97931;2026-04-20\|48.70\|6.77\|45.64\|49.37\|45.62\|138894;2026-04-21\|47.92\|-1.60\|48.30\|48.70\|47.55\|80080;2026-04-22\|48.42\|1.04\|48.40\|48.77\|47.63\|81522;2026-04-23\|48.73\|0.64\|48.20\|49.37\|47.23\|92403;2026-04-24\|48.65\|-0.16\|48.90\|49.00\|47.50\|88032;2026-04-27\|48.73\|0.16\|48.90\|49.48\|47.79\|93187;2026-04-28\|47.00\|-3.55\|48.42\|48.42\|46.73\|91282;2026-04-29\|47.21\|0.45\|46.79\|47.61\|46.76\|55194;2026-04-30\|46.35\|-1.82\|47.50\|47.70\|46.32\|61473;2026-05-06\|45.90\|-0.97\|47.00\|47.25\|45.60\|104524;2026-05-07\|45.89\|-0.02\|46.10\|46.30\|45.07\|79395;2026-05-08\|45.30\|-1.29\|46.00\|46.46\|45.00\|68293;2026-05-11\|45.34\|0.09\|45.30\|46.06\|44.44\|88728;2026-05-12\|44.07\|-2.80\|45.45\|45.87\|43.76\|118555;2026-05-13\|44.02\|-0.11\|44.08\|44.60\|43.70\|84968;2026-05-14\|41.81\|-5.02\|43.83\|44.00\|41.78\|115085;2026-05-15\|42.89\|2.58\|41.96\|44.35\|41.20\|134337;2026-05-18\|42.87\|-0.05\|42.69\|44.09\|42.60\|85247;2026-05-19\|41.57\|-3.03\|42.86\|43.04\|41.35\|87648;2026-05-20\|45.73\|10.01\|41.30\|45.73\|40.96\|179355;2026-05-21\|45.90\|0.37\|48.00\|48.24\|45.58\|195147;2026-05-22\|50.49\|10.00\|46.20\|50.49\|45.80\|215882;2026-05-25\|55.54\|10.00\|53.00\|55.54\|51.12\|305219;2026-05-26\|58.30\|4.97\|55.54\|60.26\|55.54\|358407;2026-05-27\|64.13\|10.00\|58.80\|64.13\|58.73\|211408;2026-05-28\|63.70\|-0.67\|64.68\|66.06\|59.36\|391070;2026-05-29\|58.87\|-7.58\|64.77\|64.78\|58.45\|335935;2026-06-01\|59.53\|1.12\|58.50\|62.87\|58.11\|219586;2026-06-02\|61.79\|3.80\|60.04\|62.60\|59.88\|209137;2026-06-03\|67.97\|10.00\|61.79\|67.97\|61.79\|195963;2026-06-04\|66.90\|-1.57\|69.05\|71.20\|65.00\|375852;2026-06-05\|65.27\|-2.44\|65.00\|67.33\|63.28\|227766;2026-06-08\|63.45\|-2.79\|60.06\|65.72\|60.06\|166584;2026-06-09\|69.80\|10.01\|65.48\|69.80\|64.00\|256456;2026-06-10\|74.79\|7.15\|71.20\|75.09\|70.20\|356548;2026-06-11\|74.39\|-0.53\|73.86\|76.26\|71.25\|291838;2026-06-12\|72.60\|-2.41\|76.00\|79.50\|71.70\|265904;2026-06-15\|75.44\|3.91\|75.43\|76.18\|69.90\|230709;2026-06-16\|82.98\|9.99\|76.00\|82.98\|73.49\|191907;2026-06-17\|79.54\|-4.15\|83.00\|86.00\|77.31\|294793;2026-06-18\|87.49\|9.99\|83.26\|87.49\|83.23\|186814;2026-06-22\|96.24\|10.00\|91.86\|96.24\|90.15\|268160;2026-06-23\|101.07\|5.02\|100.00\|105.86\|96.30\|485240;2026-06-24\|103.81\|2.71\|102.00\|105.85\|96.80\|304704;2026-06-25\|100.48\|-3.21\|104.07\|105.00\|95.80\|287173;2026-06-26\|94.53\|-5.92\|98.43\|98.80\|92.90\|222874;2026-06-29\|95.98\|1.53\|96.22\|98.68\|89.00\|256039;2026-06-30\|96.30\|0.33\|93.98\|98.06\|89.32\|206296;2026-07-01\|94.02\|-2.37\|96.32\|100.15\|91.88\|196092;2026-07-02\|89.60\|-4.70\|89.37\|96.20\|88.88\|196125;2026-07-03\|85.79\|-4.25\|89.23\|89.71\|85.77\|150598;2026-07-06\|81.54\|-4.95\|86.00\|87.55\|80.20\|185654;2026-07-07\|80.68\|-1.05\|80.80\|81.88\|78.64\|134477;2026-07-08\|76.23\|-5.52\|82.00\|82.10\|76.00\|110573;2026-07-09\|79.63\|4.46\|77.68\|80.19\|73.00\|140478;2026-07-10\|73.98\|-7.10\|80.45\|81.91\|73.97\|157023;2026-07-13\|70.99\|-4.04\|74.09\|75.00\|70.07\|143246;2026-07-14\|72.79\|2.54\|71.99\|73.20\|69.95\|105840;2026-07-15\|68.69\|-5.63\|73.04\|74.48\|68.18\|101795
111683	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	CPO封装+AMD产业链+存储芯片封测行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年4月28日机构调研，公司在光电合封CPO领域的技术研发取得阶段性进展，研发产品已通过可靠性测试，已进入量产导入阶段。 2、据2026年6月2日公告，公司始终是AMD最主要的封测供应商，承接其所需多数封测服务，与AMD形成合资+合作模式，深度锁定AMD供应链并占据其封测订单大部分份额。 3、据2026年4月30日公告，公司2026年第一季度营收74.82亿元，同比增长22.80%；归母净利润3.29亿元，同比增长224.55%；据2026年6月2日公告，公司拟募资投向存储芯片封测产能提升等项目，建成后年新增存储芯片封测产能84.96万片。	公司是国内第二、全球第四的封测巨头，掌握多种先进封测技术，为 AMD 等国际巨头及华为海思、寒武纪等国内芯片企业提供封测服务	2026-03-05\|48.84\|1.35\|49.60\|50.18\|48.30\|798358;2026-03-06\|47.93\|-1.86\|48.38\|49.36\|47.71\|656733;2026-03-09\|46.75\|-2.46\|46.00\|47.00\|44.50\|858442;2026-03-10\|47.91\|2.48\|47.78\|48.28\|47.23\|586891;2026-03-11\|47.09\|-1.71\|47.91\|48.66\|46.94\|625654;2026-03-12\|46.33\|-1.61\|46.90\|48.26\|45.87\|584282;2026-03-13\|45.86\|-1.01\|45.94\|46.96\|45.36\|485718;2026-03-16\|46.80\|2.05\|45.68\|47.14\|44.33\|726855;2026-03-17\|45.25\|-3.31\|47.20\|47.78\|45.19\|564032;2026-03-18\|47.40\|4.75\|45.91\|47.50\|45.46\|881557;2026-03-19\|45.95\|-3.06\|46.38\|47.08\|45.72\|700096;2026-03-20\|44.34\|-3.50\|46.35\|46.48\|44.34\|636418;2026-03-23\|41.58\|-6.22\|43.34\|43.97\|41.28\|674030;2026-03-24\|42.08\|1.20\|42.50\|42.51\|40.54\|493310;2026-03-25\|43.52\|3.42\|42.50\|44.04\|42.30\|613787;2026-03-26\|42.76\|-1.75\|43.60\|44.38\|42.53\|393965;2026-03-27\|42.45\|-0.72\|41.99\|43.16\|41.40\|348811;2026-03-30\|42.50\|0.12\|41.60\|42.79\|41.37\|339358;2026-03-31\|41.33\|-2.75\|42.38\|42.58\|41.21\|338756;2026-04-01\|42.41\|2.61\|42.49\|42.68\|41.85\|383722;2026-04-02\|40.77\|-3.87\|42.41\|42.41\|40.50\|384419;2026-04-03\|40.42\|-0.86\|41.20\|41.25\|40.40\|281339;2026-04-07\|41.19\|1.91\|40.76\|41.42\|40.65\|353824;2026-04-08\|44.65\|8.40\|42.58\|44.75\|42.41\|736473;2026-04-09\|44.74\|0.20\|43.69\|45.27\|43.52\|605858;2026-04-10\|45.23\|1.10\|45.24\|46.70\|45.07\|637102;2026-04-13\|45.65\|0.93\|45.00\|46.39\|44.88\|535930;2026-04-14\|46.75\|2.41\|46.35\|47.12\|45.82\|717841;2026-04-15\|46.99\|0.51\|46.85\|48.73\|46.62\|885743;2026-04-16\|48.02\|2.19\|47.49\|48.36\|46.45\|767269;2026-04-17\|48.18\|0.33\|48.31\|49.17\|47.89\|950308;2026-04-20\|48.49\|0.64\|48.23\|49.24\|47.53\|731211;2026-04-21\|47.23\|-2.60\|48.22\|48.25\|46.30\|755852;2026-04-22\|48.89\|3.51\|47.80\|48.92\|46.61\|930178;2026-04-23\|47.24\|-3.37\|49.21\|49.35\|46.89\|794459;2026-04-24\|48.42\|2.50\|48.77\|51.18\|48.39\|1246717;2026-04-27\|51.20\|5.74\|50.86\|52.05\|49.84\|1577881;2026-04-28\|50.25\|-1.86\|50.85\|52.10\|49.71\|1159344;2026-04-29\|49.50\|-1.49\|49.30\|49.84\|48.11\|925046;2026-04-30\|51.77\|4.59\|50.98\|52.89\|50.23\|1320363;2026-05-06\|56.95\|10.01\|56.95\|56.95\|56.94\|449785;2026-05-07\|59.08\|3.74\|60.80\|60.80\|57.60\|2517397;2026-05-08\|57.16\|-3.25\|58.31\|58.60\|56.39\|1623790;2026-05-11\|61.22\|7.10\|60.01\|62.23\|59.41\|2015832;2026-05-12\|59.48\|-2.84\|61.22\|61.28\|59.00\|1379593;2026-05-13\|60.86\|2.32\|57.89\|61.00\|56.93\|1497358;2026-05-14\|57.40\|-5.69\|60.93\|61.20\|57.39\|1301482;2026-05-15\|57.02\|-0.66\|58.00\|60.12\|55.24\|1583131;2026-05-18\|58.07\|1.84\|57.60\|60.11\|57.06\|1347766;2026-05-19\|58.86\|1.36\|56.88\|59.16\|55.01\|1382120;2026-05-20\|62.28\|5.81\|58.58\|63.84\|58.55\|1986892;2026-05-21\|61.76\|-0.83\|64.00\|66.88\|61.41\|2396680;2026-05-22\|63.44\|2.72\|61.81\|64.34\|60.13\|2008252;2026-05-25\|69.78\|9.99\|64.27\|69.78\|62.80\|2279397;2026-05-26\|75.39\|8.04\|73.02\|76.76\|69.93\|3391041;2026-05-27\|71.52\|-5.13\|72.97\|78.56\|71.43\|2834964;2026-05-28\|69.30\|-3.00\|69.50\|70.88\|67.60\|1960697;2026-05-29\|66.00\|-4.76\|70.11\|70.90\|64.63\|1939852;2026-06-01\|61.39\|-6.98\|65.00\|66.00\|60.96\|1587863;2026-06-02\|63.84\|3.99\|61.39\|64.69\|59.40\|1629981;2026-06-03\|70.22\|9.99\|67.69\|70.22\|66.18\|1765025;2026-06-04\|71.10\|1.25\|70.01\|72.50\|69.20\|2026092;2026-06-05\|66.84\|-5.99\|70.80\|71.01\|66.37\|1479879;2026-06-08\|62.26\|-6.85\|63.00\|64.58\|61.08\|1215682;2026-06-09\|64.43\|3.49\|63.88\|64.80\|61.76\|1280265;2026-06-10\|61.44\|-4.64\|62.00\|63.67\|60.16\|1119729;2026-06-11\|60.09\|-2.20\|60.99\|61.49\|59.23\|918141;2026-06-12\|57.22\|-4.78\|62.69\|62.96\|57.08\|1455416;2026-06-15\|61.54\|7.55\|58.66\|61.58\|56.68\|1255444;2026-06-16\|62.93\|2.26\|62.41\|63.50\|61.74\|1247424;2026-06-17\|67.22\|6.82\|62.72\|69.00\|62.01\|1794717;2026-06-18\|68.27\|1.56\|66.99\|69.35\|66.39\|1633418;2026-06-22\|71.25\|4.37\|69.70\|72.12\|67.73\|2052169;2026-06-23\|68.42\|-3.97\|70.00\|71.30\|67.08\|1425356;2026-06-24\|74.64\|9.09\|69.01\|74.83\|68.20\|2015970;2026-06-25\|77.81\|4.25\|76.67\|79.38\|74.00\|2102778;2026-06-26\|71.60\|-7.98\|76.00\|77.83\|71.56\|1967446;2026-06-29\|72.58\|1.37\|72.20\|74.94\|67.00\|1699015;2026-06-30\|75.87\|4.53\|71.19\|75.97\|69.80\|1556991;2026-07-01\|73.91\|-2.58\|76.20\|78.58\|72.40\|1580487;2026-07-02\|67.37\|-8.85\|70.00\|71.30\|66.60\|1364813;2026-07-03\|64.80\|-3.81\|67.67\|67.99\|63.88\|1041836;2026-07-06\|66.18\|2.13\|66.65\|68.47\|64.30\|1108191;2026-07-07\|68.21\|3.07\|65.00\|69.80\|64.00\|1260553;2026-07-08\|65.61\|-3.81\|67.70\|68.80\|62.42\|1144668;2026-07-09\|72.17\|10.00\|66.92\|72.17\|65.33\|1632466;2026-07-10\|70.95\|-1.69\|74.00\|77.67\|70.78\|2025277;2026-07-13\|73.57\|3.69\|70.70\|77.66\|70.39\|2138804;2026-07-14\|77.87\|5.84\|71.49\|77.87\|68.40\|2429900;2026-07-15\|78.53\|0.85\|84.10\|84.70\|75.80\|2871275
111682	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	核电阀门+商业航天+半导体阀门行业原因： 1、据央视新闻2月7日报道，我国成功发射可重复使用试验航天器，技术验证将大幅降低发射成本，推动商业航天进入高频发射常态化阶段。 2、埃隆·马斯克2月8日表示，SpaceX已将重点转向在月球上建造一座“自我成长的城市”，不到10年时间或许就能实现。公司原因： 1、据2026年2月5日投资者调研会议记录，公司核电阀门市占率超90%，核级蝶阀、球阀等产品已覆盖第三代、第四代核电技术，未来目标将单台机组价值量提升至1亿元以上。 2、据2026年1月28日投资者调研会议记录，参股子公司神通新能源已向多家航天科技公司小批量供货卫星电推供气模块、火箭管阀件等，具备批量扩产条件。 3、据2026年1月23日互动易，全资子公司神通半导体研发生产的真空阀门、工艺气体阀门等产品已完成验证并小批量导入客户产线，具备批量生产和规模化市场推广条件。	1、子公司神通半导体专业从事集成电路、光伏、显示面板等行业中所需的真空阀门、工艺气体阀门、管件、测量仪器等关键零部件的研产销； 2、公司为中国阀门行业重点骨干企业，生产应用于核电站的核级蝶阀、核级球阀等； 3、公司参股20%鸿鹏航空，其三款航空发动机产品通过聚焦适航标准及低成本两大产品力，解决动力卡点，助推产业升级	2026-03-05\|18.11\|3.43\|17.88\|18.26\|17.60\|147634;2026-03-06\|18.14\|0.17\|18.11\|18.48\|17.81\|112457;2026-03-09\|17.92\|-1.21\|17.82\|17.95\|17.48\|138194;2026-03-10\|18.13\|1.17\|18.08\|18.30\|17.98\|87645;2026-03-11\|17.81\|-1.76\|18.18\|18.37\|17.71\|124431;2026-03-12\|17.51\|-1.68\|17.81\|17.81\|17.20\|129747;2026-03-13\|19.26\|9.99\|17.46\|19.26\|17.31\|309748;2026-03-16\|18.49\|-4.00\|19.14\|19.19\|18.40\|290528;2026-03-17\|17.71\|-4.22\|18.64\|18.71\|17.69\|185342;2026-03-18\|18.05\|1.92\|17.79\|18.12\|17.54\|138153;2026-03-19\|17.66\|-2.16\|17.68\|18.26\|17.56\|134599;2026-03-20\|16.60\|-6.00\|17.92\|17.92\|16.60\|221975;2026-03-23\|15.67\|-5.60\|16.31\|16.55\|15.46\|187201;2026-03-24\|16.17\|3.19\|16.00\|16.17\|15.66\|126197;2026-03-25\|16.63\|2.84\|16.17\|16.90\|16.15\|120057;2026-03-26\|16.46\|-1.02\|16.60\|16.89\|16.27\|69100;2026-03-27\|17.06\|3.65\|16.13\|17.11\|16.05\|106450;2026-03-30\|16.60\|-2.70\|16.81\|17.28\|16.34\|111354;2026-03-31\|16.40\|-1.20\|16.68\|16.89\|16.30\|91212;2026-04-01\|16.72\|1.95\|16.71\|16.80\|16.53\|80462;2026-04-02\|16.23\|-2.93\|16.63\|16.85\|16.10\|75178;2026-04-03\|16.09\|-0.86\|16.35\|16.54\|15.98\|73260;2026-04-07\|16.08\|-0.06\|16.29\|16.53\|15.97\|63776;2026-04-08\|16.88\|4.98\|16.59\|16.89\|16.59\|108779;2026-04-09\|17.23\|2.07\|16.72\|17.26\|16.55\|105767;2026-04-10\|17.26\|0.17\|17.24\|17.44\|17.01\|72714;2026-04-13\|16.98\|-1.62\|17.10\|17.22\|16.89\|81208;2026-04-14\|16.55\|-2.53\|16.95\|17.11\|16.25\|142700;2026-04-15\|16.53\|-0.12\|16.86\|16.97\|16.51\|79200;2026-04-16\|16.76\|1.39\|16.59\|16.84\|16.51\|60293;2026-04-17\|16.63\|-0.78\|16.68\|16.75\|16.50\|58493;2026-04-20\|16.78\|0.90\|16.65\|16.83\|16.44\|72816;2026-04-21\|16.37\|-2.44\|16.83\|16.83\|16.25\|92240;2026-04-22\|16.56\|1.16\|16.30\|16.56\|16.18\|57491;2026-04-23\|16.93\|2.23\|16.56\|17.38\|16.56\|158774;2026-04-24\|16.51\|-2.48\|16.88\|17.09\|16.31\|100731;2026-04-27\|16.33\|-1.09\|16.42\|16.48\|16.01\|81851;2026-04-28\|16.14\|-1.16\|16.17\|16.28\|15.80\|97527;2026-04-29\|16.19\|0.31\|16.06\|16.28\|16.02\|59381;2026-04-30\|16.12\|-0.43\|16.19\|16.26\|16.02\|48358;2026-05-06\|16.53\|2.54\|16.04\|16.58\|16.04\|91076;2026-05-07\|17.33\|4.84\|16.58\|17.47\|16.54\|156084;2026-05-08\|17.21\|-0.69\|17.26\|17.39\|17.01\|81689;2026-05-11\|17.43\|1.28\|17.40\|17.75\|17.33\|98275;2026-05-12\|17.31\|-0.69\|17.46\|17.65\|17.20\|85606;2026-05-13\|17.31\|0.00\|17.23\|17.60\|17.18\|74514;2026-05-14\|16.87\|-2.54\|17.32\|17.42\|16.85\|94462;2026-05-15\|16.84\|-0.18\|17.05\|17.18\|16.64\|80917;2026-05-18\|16.72\|-0.71\|16.80\|17.03\|16.56\|85967;2026-05-19\|16.81\|0.54\|16.78\|17.02\|16.50\|63892;2026-05-20\|16.88\|0.42\|16.70\|17.01\|16.38\|96405;2026-05-21\|16.22\|-3.91\|16.88\|17.09\|16.11\|108579;2026-05-22\|16.14\|-0.49\|16.32\|16.33\|16.00\|66738;2026-05-25\|17.75\|9.98\|16.24\|17.75\|16.15\|216725;2026-05-26\|17.73\|-0.11\|18.05\|18.11\|17.35\|243340;2026-05-27\|17.65\|-0.45\|17.90\|18.27\|17.64\|187292;2026-05-28\|17.95\|1.70\|17.66\|17.99\|17.59\|137770;2026-05-29\|16.70\|-6.96\|17.82\|18.02\|16.51\|185281;2026-06-01\|16.90\|1.20\|16.54\|17.24\|16.42\|112731;2026-06-02\|17.30\|2.37\|16.88\|17.49\|16.22\|162173;2026-06-03\|16.78\|-3.01\|17.27\|17.27\|16.61\|148790;2026-06-04\|16.85\|0.42\|16.61\|16.92\|16.55\|77605;2026-06-05\|17.00\|0.89\|16.71\|17.28\|16.34\|128904;2026-06-08\|16.45\|-3.24\|16.46\|17.15\|16.32\|116222;2026-06-09\|16.43\|-0.12\|16.66\|16.73\|16.08\|85060;2026-06-10\|14.97\|-8.89\|16.28\|16.34\|14.85\|186084;2026-06-11\|14.90\|-0.47\|14.93\|15.18\|14.61\|103586;2026-06-12\|15.22\|2.15\|15.19\|15.49\|14.83\|119286;2026-06-15\|15.50\|1.84\|15.42\|15.54\|15.15\|86148;2026-06-16\|15.90\|2.58\|15.51\|16.40\|15.51\|118690;2026-06-17\|15.81\|0.70\|15.70\|15.90\|15.28\|149143;2026-06-18\|15.46\|-2.21\|15.60\|15.95\|15.31\|97253;2026-06-22\|15.07\|-2.52\|15.36\|15.75\|14.74\|147629;2026-06-23\|15.61\|3.58\|15.00\|16.00\|15.00\|157021;2026-06-24\|15.41\|-1.28\|15.56\|16.07\|15.24\|128985;2026-06-25\|14.63\|-5.06\|15.43\|15.61\|14.60\|126265;2026-06-26\|14.17\|-3.14\|14.67\|14.67\|14.09\|100457;2026-06-29\|14.45\|1.98\|14.31\|14.68\|14.15\|96088;2026-06-30\|14.93\|3.32\|14.44\|15.02\|14.15\|99988;2026-07-01\|14.71\|-1.47\|14.88\|15.14\|14.61\|87804;2026-07-02\|14.33\|-2.58\|14.72\|14.76\|14.31\|77757;2026-07-03\|14.45\|0.84\|14.39\|14.70\|14.25\|69384;2026-07-06\|14.22\|-1.59\|14.35\|14.83\|14.12\|89411;2026-07-07\|13.90\|-2.25\|14.21\|14.34\|13.86\|60337;2026-07-08\|13.45\|-3.24\|13.85\|14.00\|13.41\|85673;2026-07-09\|13.28\|-1.26\|13.45\|13.49\|12.71\|95544;2026-07-10\|13.43\|1.13\|13.30\|13.84\|13.26\|66968;2026-07-13\|12.68\|-5.58\|13.29\|13.43\|12.64\|69538;2026-07-14\|12.76\|0.63\|12.66\|12.78\|12.23\|67662;2026-07-15\|12.81\|0.39\|12.74\|12.93\|12.62\|43213
111681	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	光掩膜版+半导体产业链+半导体显示行业原因： 1、据招商证券6月10日研报，苹果WWDC大会实现AI系统全面升级，Siri向系统级端侧AI Agent演进，初步实现跨应用操作，驱动苹果软硬件创新预期升温。 2、据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月10日业绩说明会，公司宁波光掩膜版项目进展顺利，已实现55nm光掩膜版交付验证及40nm光掩膜版生产线成功通线，28nm相关生产设备已全部提前交付；据2023年8月24日互动易，项目建成后将具备年产12,450片半导体光掩膜版的生产能力，产品制程覆盖350-28nm。 2、据2025年年报，公司主营半导体显示器件，直接客户包括京东方、华星光电、惠科、富士康等显示行业龙头，最终应用于华为、小米、OPPO、苹果、三星等知名品牌；据2026年5月19日可行性分析报告修订稿，公司作为半导体显示行业领先企业，具备相关管理经验。 3、据2025年度报告及2026年4月10日业绩说明会，公司光掩膜版及显示器件产品已进入京东方、华星光电、富士康等龙头供应链，最终应用于苹果、三星、小米等品牌。	2024年7月中旬公司首台电子束掩膜版光刻机顺利交付。项目预计2025年公司实现45nm光掩膜版的量产， 2028年实现28nm光掩膜版的量产	2026-03-05\|55.19\|3.55\|54.57\|55.99\|54.45\|18131;2026-03-06\|54.89\|-0.54\|54.79\|55.79\|54.20\|12374;2026-03-09\|53.62\|-2.31\|53.35\|54.80\|52.03\|16588;2026-03-10\|56.70\|5.74\|54.82\|57.20\|54.78\|21393;2026-03-11\|55.73\|-1.71\|56.69\|58.39\|55.62\|19011;2026-03-12\|54.78\|-1.70\|55.75\|56.34\|54.28\|12663;2026-03-13\|54.36\|-0.77\|54.62\|55.86\|53.96\|9967;2026-03-16\|57.95\|6.60\|54.30\|59.51\|53.35\|35590;2026-03-17\|55.08\|-4.95\|57.19\|57.80\|54.81\|24540;2026-03-18\|56.24\|2.11\|55.27\|56.26\|55.02\|14196;2026-03-19\|54.43\|-3.22\|55.30\|55.80\|54.22\|12542;2026-03-20\|53.00\|-2.63\|55.77\|55.78\|52.85\|14077;2026-03-23\|49.01\|-7.53\|51.45\|52.36\|48.61\|23278;2026-03-24\|49.87\|1.75\|49.99\|50.23\|47.80\|17944;2026-03-25\|52.53\|5.33\|50.69\|53.32\|50.69\|24509;2026-03-26\|52.18\|-0.67\|52.39\|54.58\|51.99\|18297;2026-03-27\|53.62\|2.76\|51.50\|54.90\|51.32\|16929;2026-03-30\|52.87\|-1.40\|53.25\|53.41\|52.35\|10700;2026-03-31\|51.30\|-2.97\|52.78\|53.10\|51.22\|14132;2026-04-01\|52.38\|2.11\|52.39\|52.74\|51.53\|9929;2026-04-02\|50.79\|-3.04\|51.99\|52.38\|50.28\|11115;2026-04-03\|50.50\|-0.57\|50.96\|51.39\|50.30\|8566;2026-04-07\|51.70\|2.38\|50.69\|52.59\|50.45\|10539;2026-04-08\|54.40\|5.22\|53.00\|54.50\|52.43\|12645;2026-04-09\|55.48\|1.99\|53.90\|56.76\|53.85\|16678;2026-04-10\|55.44\|-0.07\|55.67\|56.14\|55.20\|12280;2026-04-13\|55.08\|-0.65\|55.86\|55.86\|54.70\|13955;2026-04-14\|56.13\|1.91\|55.86\|56.60\|55.16\|14016;2026-04-15\|55.24\|-1.59\|55.57\|56.41\|55.07\|13109;2026-04-16\|55.86\|1.12\|55.29\|56.29\|54.89\|11290;2026-04-17\|56.72\|1.54\|56.10\|57.30\|55.18\|18470;2026-04-20\|56.33\|-0.69\|56.00\|56.97\|56.00\|13171;2026-04-21\|57.00\|1.19\|56.08\|57.28\|55.96\|15426;2026-04-22\|62.70\|10.00\|56.65\|62.70\|56.65\|26515;2026-04-23\|58.37\|-6.91\|61.00\|62.00\|57.89\|50763;2026-04-24\|57.84\|-0.91\|57.50\|58.85\|57.50\|27280;2026-04-27\|57.63\|-0.36\|58.41\|58.89\|57.00\|20145;2026-04-28\|56.74\|-1.54\|56.78\|57.65\|56.11\|19282;2026-04-29\|57.00\|0.46\|56.46\|57.74\|56.05\|16860;2026-04-30\|56.84\|-0.28\|56.47\|57.30\|56.10\|16463;2026-05-06\|57.40\|0.99\|57.19\|58.74\|57.19\|20520;2026-05-07\|58.42\|1.78\|57.69\|58.54\|56.85\|18270;2026-05-08\|58.31\|-0.19\|58.00\|58.42\|56.90\|19410;2026-05-11\|58.49\|0.31\|59.20\|59.50\|58.00\|23894;2026-05-12\|58.27\|-0.38\|58.30\|58.90\|57.45\|16402;2026-05-13\|58.55\|0.48\|57.88\|58.88\|57.55\|15590;2026-05-14\|58.85\|0.51\|58.54\|59.87\|57.61\|24380;2026-05-15\|59.04\|0.32\|59.06\|60.21\|57.70\|25639;2026-05-18\|59.23\|0.32\|58.88\|59.23\|57.75\|22227;2026-05-19\|60.01\|1.32\|59.01\|60.47\|58.17\|23360;2026-05-20\|63.19\|5.30\|59.30\|65.32\|59.30\|53155;2026-05-21\|59.41\|-5.98\|62.23\|64.10\|59.05\|43848;2026-05-22\|61.49\|3.50\|59.59\|61.96\|59.33\|28061;2026-05-25\|67.64\|10.00\|62.43\|67.64\|62.11\|52660;2026-05-26\|64.88\|-4.08\|67.64\|68.00\|64.10\|68013;2026-05-27\|62.06\|-4.35\|66.79\|67.58\|61.50\|51375;2026-05-28\|62.58\|0.84\|61.96\|63.88\|61.15\|36420;2026-05-29\|56.32\|-10.00\|62.58\|62.58\|56.32\|45605;2026-06-01\|56.25\|-0.12\|55.12\|57.92\|55.11\|29511;2026-06-02\|54.35\|-3.38\|55.62\|56.44\|53.31\|26460;2026-06-03\|53.06\|-2.37\|54.00\|55.40\|52.36\|25921;2026-06-04\|53.00\|-0.11\|53.06\|53.99\|52.45\|18517;2026-06-05\|52.71\|-0.55\|52.26\|54.20\|50.62\|22367;2026-06-08\|49.52\|-6.05\|50.53\|51.96\|48.81\|23155;2026-06-09\|51.97\|4.95\|50.06\|52.36\|49.17\|30577;2026-06-10\|52.41\|0.85\|51.12\|52.99\|50.70\|25356;2026-06-11\|55.92\|6.70\|51.80\|57.65\|51.80\|48613;2026-06-12\|54.02\|-3.40\|56.80\|58.76\|53.75\|37404;2026-06-15\|56.34\|4.29\|54.11\|57.66\|53.45\|30743;2026-06-16\|61.97\|9.99\|56.50\|61.97\|56.26\|44870;2026-06-17\|63.05\|1.74\|61.00\|65.00\|60.11\|54335;2026-06-18\|63.05\|0.00\|62.42\|64.79\|62.26\|40317;2026-06-22\|62.92\|-0.21\|64.00\|64.00\|61.40\|27821;2026-06-23\|62.32\|-0.95\|62.68\|63.83\|60.80\|26711;2026-06-24\|63.43\|1.78\|61.43\|63.76\|60.48\|25877;2026-06-25\|63.72\|0.46\|63.40\|63.78\|62.20\|23680;2026-06-26\|63.35\|-0.58\|62.53\|64.60\|61.80\|31542;2026-06-29\|64.02\|1.06\|63.40\|65.80\|61.39\|36585;2026-06-30\|67.17\|4.92\|63.30\|68.20\|62.34\|45824;2026-07-01\|70.11\|4.38\|67.18\|72.00\|66.38\|51397;2026-07-02\|66.00\|-5.86\|67.16\|69.00\|63.68\|40865;2026-07-03\|61.25\|-7.20\|64.52\|64.99\|61.00\|37417;2026-07-06\|61.41\|0.26\|61.67\|63.00\|58.01\|38247;2026-07-07\|59.59\|-2.96\|61.40\|61.40\|58.55\|23611;2026-07-08\|58.80\|-1.33\|59.04\|61.10\|55.03\|25773;2026-07-09\|59.76\|1.63\|59.84\|61.80\|57.24\|24436;2026-07-10\|59.07\|-1.15\|58.97\|64.46\|58.97\|33623;2026-07-13\|54.26\|-8.14\|57.75\|59.96\|54.01\|28455;2026-07-14\|54.40\|0.26\|54.95\|56.50\|51.69\|24951;2026-07-15\|50.10\|-7.90\|54.00\|54.99\|49.86\|30157
111680	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	TSV先进封装+分拆上市+车规CIS 行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月26日互动易，公司专注于集成电路先进封装技术，在晶圆级TSV先进封装技术领域具备显著领先优势，相关技术在3D堆叠、异质集成等领域具有应用前景。 2、据2026年5月19日及6月12日互动易，公司为全球车规CIS晶圆级TSV封装技术的开拓者与领先者，车规CIS封装业务规模呈现快速增长趋势，车载晶圆级微型阵列镜头业务、激光雷达封装业务已实现量产。 3、据2026年6月26日互动易，公司分拆子公司Anteryon在阿姆斯特丹交易所IPO的相关工作正在积极有序推进中；据2026年5月27日公告，Anteryon具备全球领先的微型光学设计、研发与制造等核心能力。	公司称作为全球车规CIS芯片晶圆级TSV封装技术的开发者，拥有显著的技术与量产领先优势，随着车联网、智能汽车、自动驾驶等应用的逐步普及，汽车上摄像头的数量迅速增加，公司在汽车电子领域的业务规模有望持续增长	2026-03-05\|32.47\|2.82\|32.45\|33.74\|32.00\|452640;2026-03-06\|31.64\|-2.56\|32.11\|32.65\|31.47\|369812;2026-03-09\|31.07\|-1.80\|30.48\|31.24\|29.53\|458421;2026-03-10\|31.67\|1.93\|31.66\|32.25\|31.38\|307658;2026-03-11\|31.10\|-1.80\|31.67\|32.07\|31.00\|280187;2026-03-12\|30.54\|-1.80\|30.95\|31.49\|30.20\|279302;2026-03-13\|30.28\|-0.85\|30.25\|31.22\|29.85\|295950;2026-03-16\|30.65\|1.22\|30.27\|30.76\|29.52\|308958;2026-03-17\|29.26\|-4.54\|30.88\|30.95\|29.21\|327658;2026-03-18\|30.20\|3.21\|29.59\|30.25\|29.38\|285781;2026-03-19\|29.13\|-3.54\|29.64\|29.69\|28.92\|282475;2026-03-20\|28.12\|-3.47\|29.38\|29.45\|28.10\|292924;2026-03-23\|26.83\|-4.59\|27.55\|27.96\|26.60\|291363;2026-03-24\|27.21\|1.42\|27.30\|27.42\|26.43\|219940;2026-03-25\|27.62\|1.51\|27.42\|27.90\|27.42\|241241;2026-03-26\|26.87\|-2.72\|27.48\|27.58\|26.77\|187398;2026-03-27\|26.90\|0.11\|26.40\|27.28\|26.32\|174023;2026-03-30\|26.95\|0.19\|26.35\|27.05\|26.25\|159132;2026-03-31\|26.36\|-2.19\|26.85\|27.08\|26.32\|169440;2026-04-01\|27.01\|2.47\|26.93\|27.20\|26.76\|180305;2026-04-02\|26.07\|-3.48\|26.90\|26.96\|25.94\|226002;2026-04-03\|26.66\|2.26\|26.19\|27.20\|25.92\|246471;2026-04-07\|26.75\|0.34\|26.70\|27.16\|26.56\|188656;2026-04-08\|28.14\|5.20\|27.46\|28.14\|27.21\|349598;2026-04-09\|27.89\|-0.89\|27.75\|28.12\|27.60\|226101;2026-04-10\|28.00\|0.39\|28.21\|28.63\|27.99\|243250;2026-04-13\|28.08\|0.29\|27.75\|28.32\|27.67\|179384;2026-04-14\|30.30\|7.91\|28.32\|30.66\|28.32\|657841;2026-04-15\|29.66\|-2.11\|30.00\|30.44\|29.61\|366102;2026-04-16\|29.71\|0.17\|29.75\|30.00\|29.44\|267690;2026-04-17\|31.24\|5.15\|30.00\|31.93\|29.80\|633495;2026-04-20\|30.81\|-1.38\|31.68\|31.68\|30.43\|547198;2026-04-21\|30.90\|0.29\|30.63\|31.44\|30.15\|355675;2026-04-22\|32.03\|3.66\|30.76\|32.20\|30.71\|482694;2026-04-23\|31.69\|-1.06\|32.03\|32.18\|31.31\|388431;2026-04-24\|31.40\|-0.92\|31.49\|32.24\|31.21\|309405;2026-04-27\|31.93\|1.69\|31.79\|32.84\|31.78\|500828;2026-04-28\|31.20\|-2.29\|31.78\|31.92\|30.92\|357669;2026-04-29\|30.65\|-1.76\|30.01\|30.98\|30.01\|367740;2026-04-30\|31.10\|1.47\|30.90\|31.35\|30.27\|367018;2026-05-06\|31.57\|1.51\|31.80\|32.50\|31.51\|535463;2026-05-07\|32.41\|2.66\|31.89\|32.68\|31.37\|454404;2026-05-08\|32.07\|-1.05\|32.00\|32.18\|31.39\|371464;2026-05-11\|32.92\|2.65\|32.59\|33.20\|32.35\|639153;2026-05-12\|32.37\|-1.67\|32.92\|33.10\|32.15\|384877;2026-05-13\|33.66\|3.99\|31.91\|33.80\|31.70\|551918;2026-05-14\|32.76\|-2.67\|33.83\|34.07\|32.73\|506394;2026-05-15\|32.94\|0.55\|33.00\|34.28\|32.50\|705039;2026-05-18\|33.03\|0.64\|32.40\|33.49\|32.32\|429907;2026-05-19\|33.45\|1.27\|32.60\|33.53\|31.91\|441856;2026-05-20\|36.80\|10.01\|33.33\|36.80\|33.33\|669192;2026-05-21\|36.08\|-1.96\|40.45\|40.45\|36.06\|1876146;2026-05-22\|39.14\|8.48\|36.10\|39.66\|35.43\|1558009;2026-05-25\|43.05\|9.99\|40.19\|43.05\|39.63\|1070733;2026-05-26\|45.10\|4.76\|46.06\|47.33\|42.49\|2025645;2026-05-27\|43.01\|-4.63\|43.11\|46.54\|41.88\|1588987;2026-05-28\|45.60\|6.02\|41.88\|46.36\|40.99\|1445685;2026-05-29\|41.04\|-10.00\|45.03\|45.10\|41.04\|1139620;2026-06-01\|37.73\|-8.07\|40.64\|41.47\|37.61\|1105396;2026-06-02\|38.63\|2.39\|38.25\|39.13\|37.44\|734288;2026-06-03\|40.53\|4.92\|39.00\|42.38\|39.00\|917894;2026-06-04\|44.58\|9.99\|39.78\|44.58\|39.35\|1117390;2026-06-05\|45.80\|2.74\|44.58\|48.50\|44.00\|1359897;2026-06-08\|45.15\|-1.42\|43.27\|47.83\|43.27\|1072496;2026-06-09\|46.79\|3.63\|45.81\|47.05\|43.58\|1010918;2026-06-10\|44.88\|-4.08\|45.99\|48.40\|44.46\|962353;2026-06-11\|44.11\|-1.72\|44.82\|45.50\|43.00\|762119;2026-06-12\|41.02\|-7.01\|45.10\|45.80\|40.94\|873038;2026-06-15\|43.90\|7.02\|41.40\|44.18\|40.98\|644691;2026-06-16\|44.24\|0.77\|43.91\|45.54\|43.70\|597501;2026-06-17\|46.12\|4.25\|43.59\|46.55\|43.50\|717201;2026-06-18\|45.71\|-0.89\|45.60\|47.54\|45.00\|751808;2026-06-22\|46.53\|1.79\|46.37\|46.86\|44.25\|991689;2026-06-23\|47.30\|1.65\|45.69\|49.10\|44.35\|1153912;2026-06-24\|49.63\|4.93\|45.50\|50.50\|45.31\|1388002;2026-06-25\|50.00\|0.75\|50.65\|52.00\|48.65\|1371306;2026-06-26\|52.31\|4.62\|49.16\|52.77\|48.88\|1233461;2026-06-29\|48.97\|-6.38\|53.20\|55.26\|47.08\|1454506;2026-06-30\|53.87\|10.01\|48.98\|53.87\|47.61\|974588;2026-07-01\|52.65\|-2.26\|54.00\|54.95\|51.35\|1169372;2026-07-02\|47.39\|-9.99\|49.49\|50.70\|47.39\|850271;2026-07-03\|43.38\|-8.46\|46.65\|47.00\|43.25\|880795;2026-07-06\|42.59\|-1.82\|44.11\|44.66\|40.99\|647314;2026-07-07\|43.02\|1.01\|42.10\|44.25\|41.75\|570407;2026-07-08\|41.08\|-4.51\|42.55\|43.60\|39.32\|598201;2026-07-09\|45.19\|10.00\|42.32\|45.19\|41.29\|739121;2026-07-10\|43.97\|-2.70\|46.50\|49.18\|43.97\|1032491;2026-07-13\|41.18\|-6.35\|43.00\|44.88\|41.00\|639893;2026-07-14\|40.36\|-1.99\|41.63\|42.15\|38.17\|669184;2026-07-15\|36.97\|-8.40\|41.16\|41.50\|36.68\|603257
111679	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	H股上市+GPU布局+存储芯片行业原因： 1、据TrendForce，2026年第二季MobileDRAM合约价持续大幅上扬，第二季LPDDR4X平均销售单价(ASP)将至少季增70%–75%，LPDDR5X则季增78%–83%。 2、摩根士丹利BOM分析显示，在英伟达VR200中，内存内容量增加叠加价格大幅上涨，内存占比已跃升至约25%至30%，估算绝对金额约为200万美元，较GB300的约37万美元增长约435%。公司原因： 1、据2026年5月22日公告，董事会审议通过发行H股并在香港联交所主板上市，旨在提高资本实力、深化全球化战略布局。 2、东芯股份能同时提供NAND Flash、NOR Flash、DRAM等存储芯片完整解决方案，产品广泛应用于网络通信、安防监控、消费电子、工业控制与智能化、汽车电子等领域。据2026年4月30日一季报，公司一季度营收4.79亿元、同比增236.95%，归母净利1.38亿元、同比扭亏，主因中小容量存储芯片供需紧缺、价格大幅回升。 3、据2026年4月23日年报，公司累计投资4.11亿元持股上海砺算35.87%，其7G100 GPU芯片已流片并向客户交付显卡，切入高性能GPU赛道。	1、参股公司砺算科技发布GPU芯片“7G100”系列和显卡Lisuan eXtreme系列。 2、公司自身是中国大陆少数可以同时提供NAND、NOR、DRAM等存储芯片完整解决方案的公司。	2026-03-05\|135.59\|9.21\|132.98\|138.83\|129.00\|260906;2026-03-06\|144.33\|6.45\|136.88\|146.88\|136.88\|291003;2026-03-09\|148.99\|3.23\|140.67\|149.79\|137.06\|234442;2026-03-10\|151.80\|1.89\|150.80\|156.99\|149.20\|210649;2026-03-11\|147.00\|-3.16\|154.11\|154.88\|145.50\|247407;2026-03-12\|143.94\|-2.08\|152.00\|152.00\|141.00\|197342;2026-03-13\|133.00\|-7.60\|143.00\|143.00\|132.89\|258569;2026-03-16\|137.04\|3.04\|133.00\|137.50\|132.01\|161470;2026-03-17\|131.10\|-4.33\|136.66\|137.00\|130.68\|128954;2026-03-18\|133.96\|2.18\|132.66\|135.89\|131.01\|126491;2026-03-19\|134.90\|0.70\|131.00\|138.88\|130.85\|171479;2026-03-20\|131.00\|-2.89\|134.00\|135.40\|128.68\|153616;2026-03-23\|118.54\|-9.51\|125.00\|127.50\|117.78\|204409;2026-03-24\|123.71\|4.36\|121.57\|123.88\|116.51\|150795;2026-03-25\|122.91\|-0.65\|126.18\|126.88\|122.41\|140089;2026-03-26\|117.90\|-4.08\|120.00\|121.44\|117.70\|114990;2026-03-27\|115.83\|-1.76\|113.00\|117.33\|111.77\|132628;2026-03-30\|113.01\|-2.43\|113.00\|115.45\|111.13\|111492;2026-03-31\|108.68\|-3.83\|112.02\|113.60\|108.38\|121983;2026-04-01\|112.48\|3.50\|112.76\|113.30\|110.70\|130585;2026-04-02\|105.28\|-6.40\|112.00\|112.80\|104.01\|165887;2026-04-03\|105.77\|0.47\|106.88\|107.77\|104.02\|108804;2026-04-07\|110.21\|4.20\|106.93\|113.00\|106.53\|152282;2026-04-08\|114.83\|4.19\|114.00\|115.30\|112.20\|171329;2026-04-09\|114.88\|0.04\|114.83\|119.98\|114.66\|156797;2026-04-10\|117.00\|1.85\|116.00\|118.27\|115.50\|135559;2026-04-13\|116.15\|-0.73\|115.00\|117.88\|114.88\|101737;2026-04-14\|119.00\|2.45\|118.00\|120.66\|117.00\|143974;2026-04-15\|118.20\|-0.67\|120.10\|122.97\|117.57\|158890;2026-04-16\|120.75\|2.16\|117.32\|121.26\|116.99\|126057;2026-04-17\|121.24\|0.41\|120.00\|121.66\|118.77\|121748;2026-04-20\|119.07\|-1.79\|120.59\|122.50\|118.89\|125692;2026-04-21\|116.28\|-2.34\|118.50\|118.72\|114.80\|129009;2026-04-22\|120.26\|3.42\|115.32\|121.05\|114.48\|139502;2026-04-23\|116.65\|-3.00\|120.50\|121.57\|115.10\|138417;2026-04-24\|118.35\|1.46\|116.97\|120.80\|115.62\|140508;2026-04-27\|132.94\|12.33\|126.92\|135.80\|126.02\|311743;2026-04-28\|131.75\|-0.90\|132.52\|135.88\|130.39\|209248;2026-04-29\|134.90\|2.39\|129.00\|136.89\|128.82\|223197;2026-04-30\|143.77\|6.58\|142.10\|145.30\|137.11\|355003;2026-05-06\|153.00\|6.42\|145.67\|156.88\|144.51\|404016;2026-05-07\|155.43\|1.59\|152.62\|160.50\|147.89\|345050;2026-05-08\|154.83\|-0.39\|152.01\|156.90\|151.01\|230108;2026-05-11\|165.30\|6.76\|160.04\|170.70\|156.66\|317705;2026-05-12\|155.06\|-6.19\|161.00\|162.87\|153.77\|267756;2026-05-13\|163.70\|5.57\|151.10\|164.50\|149.01\|269508;2026-05-14\|159.59\|-2.51\|166.20\|167.16\|159.51\|171975;2026-05-15\|156.12\|-2.17\|158.80\|161.98\|153.00\|201256;2026-05-18\|157.78\|1.06\|155.99\|162.25\|154.00\|164156;2026-05-19\|163.10\|3.37\|155.00\|163.25\|153.00\|194247;2026-05-20\|164.75\|1.01\|160.16\|166.58\|158.13\|223931;2026-05-21\|138.70\|-15.81\|153.45\|157.80\|138.01\|469792;2026-05-22\|138.83\|0.09\|141.80\|144.79\|136.00\|276020;2026-05-25\|166.60\|20.00\|142.10\|166.60\|142.10\|322787;2026-05-26\|155.13\|-6.88\|163.61\|165.00\|150.10\|390854;2026-05-27\|148.00\|-4.60\|157.71\|160.42\|147.30\|311893;2026-05-28\|147.80\|-0.14\|146.16\|149.50\|143.57\|191236;2026-05-29\|142.16\|-3.82\|148.96\|149.60\|138.04\|228597;2026-06-01\|125.53\|-11.70\|138.07\|139.55\|125.02\|288714;2026-06-02\|126.50\|0.77\|127.25\|129.38\|124.60\|179158;2026-06-03\|130.17\|2.90\|125.07\|133.79\|125.07\|225019;2026-06-04\|132.01\|1.41\|127.00\|133.98\|127.00\|197580;2026-06-05\|126.00\|-4.55\|128.55\|131.12\|125.30\|165030;2026-06-08\|118.50\|-5.95\|119.71\|122.81\|116.74\|177426;2026-06-09\|127.66\|7.73\|125.49\|135.00\|125.38\|210053;2026-06-10\|127.57\|-0.07\|126.21\|133.00\|125.00\|188628;2026-06-11\|126.98\|-0.46\|126.00\|128.98\|125.20\|161508;2026-06-12\|125.70\|-1.01\|131.99\|132.98\|123.80\|198454;2026-06-15\|134.88\|7.30\|126.00\|135.66\|122.12\|269853;2026-06-16\|140.10\|3.87\|135.00\|142.85\|134.10\|241962;2026-06-17\|152.91\|9.14\|139.91\|153.55\|139.91\|286020;2026-06-18\|154.42\|0.99\|160.00\|162.00\|151.01\|276123;2026-06-22\|159.28\|3.15\|152.80\|162.00\|148.01\|310809;2026-06-23\|161.79\|1.58\|158.00\|165.88\|154.66\|278190;2026-06-24\|171.73\|6.14\|161.00\|172.93\|160.00\|315773;2026-06-25\|179.45\|4.50\|175.40\|186.88\|170.73\|339882;2026-06-26\|190.53\|6.17\|178.88\|200.20\|172.39\|389779;2026-06-29\|193.30\|1.45\|186.00\|194.50\|182.38\|352170;2026-06-30\|203.70\|5.38\|188.44\|207.60\|184.67\|292594;2026-07-01\|193.29\|-5.11\|202.00\|209.55\|191.00\|286353;2026-07-02\|176.10\|-8.89\|182.00\|189.78\|175.01\|287689;2026-07-03\|178.80\|1.53\|175.00\|191.38\|170.34\|245825;2026-07-06\|174.77\|-2.25\|183.42\|183.42\|170.44\|199254;2026-07-07\|169.17\|-3.20\|172.06\|176.84\|166.03\|163953;2026-07-08\|168.80\|-0.22\|171.00\|173.80\|163.00\|177020;2026-07-09\|176.34\|4.47\|173.20\|176.59\|168.10\|198922;2026-07-10\|164.00\|-7.00\|178.11\|180.88\|164.00\|224731;2026-07-13\|154.15\|-6.01\|162.00\|169.88\|152.88\|210020;2026-07-14\|155.96\|1.17\|157.00\|158.79\|145.83\|191911;2026-07-15\|147.33\|-5.53\|159.00\|161.55\|145.00\|18092185
111678	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+芯慧联+工业杀菌剂行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月28日年报，公司子公司芯慧联主营半导体设备制造，产品应用于集成电路、存储芯片等领域，并持有芯慧联新股权，后者设备主要应用于HBM、3D闪存等3D化IC制造；据2026年5月20日机构调研，芯慧联聚焦大湿法制程，涂胶显影、清洗、电镀等自研设备已进入Beta机阶段及客户端验证，面板显示干法刻蚀设备正稳步推进。 2、据2026年5月20日投资者关系活动记录表，公司亚洲最大异噻唑啉酮类工业杀菌剂龙头地位稳固，3-4月两次提价且在手订单充足，产能利用率显著提升。 3、据2025年11月27日公告，大股东协议转让10%股份予半导体业务核心团队刘红军，推动上市公司与芯慧联深度融合，为半导体业务注入长期动能。	全资子公司芯傲华拟以7亿元增资苏州芯慧联半导体科技有限公司，后者主营业务为涂胶显影机、光刻机等黄光制程设备	2026-03-05\|26.61\|1.37\|26.62\|27.11\|26.50\|85243;2026-03-06\|27.33\|2.71\|26.50\|27.50\|26.37\|81576;2026-03-09\|26.62\|-2.60\|26.60\|26.87\|26.00\|97618;2026-03-10\|27.44\|3.08\|26.99\|27.49\|26.99\|79991;2026-03-11\|27.28\|-0.58\|27.43\|27.85\|27.23\|64335;2026-03-12\|26.81\|-1.72\|27.29\|27.38\|26.64\|55216;2026-03-13\|26.23\|-2.16\|26.76\|26.99\|26.18\|67337;2026-03-16\|25.40\|-3.16\|26.11\|26.26\|24.75\|120842;2026-03-17\|25.01\|-1.54\|25.40\|25.65\|25.01\|63041;2026-03-18\|25.74\|2.92\|25.26\|25.85\|25.04\|70037;2026-03-19\|24.75\|-3.85\|25.41\|25.47\|24.65\|68282;2026-03-20\|24.23\|-2.10\|24.81\|25.10\|24.23\|53967;2026-03-23\|22.68\|-6.40\|23.93\|23.93\|22.43\|120338;2026-03-24\|24.45\|7.80\|23.07\|24.80\|22.63\|150277;2026-03-25\|25.70\|5.11\|24.49\|25.85\|24.33\|133801;2026-03-26\|26.03\|1.28\|25.41\|26.68\|25.10\|144398;2026-03-27\|26.55\|2.00\|25.58\|26.85\|25.52\|110929;2026-03-30\|27.65\|4.14\|26.27\|27.87\|26.27\|154896;2026-03-31\|26.81\|-3.04\|27.65\|27.73\|26.78\|109407;2026-04-01\|27.67\|3.21\|27.35\|27.78\|27.09\|102447;2026-04-02\|26.78\|-3.22\|27.51\|27.88\|26.62\|74170;2026-04-03\|26.34\|-1.64\|26.89\|26.98\|26.11\|66406;2026-04-07\|26.13\|-0.80\|26.34\|27.07\|26.12\|65369;2026-04-08\|27.55\|5.43\|26.89\|27.75\|26.86\|111918;2026-04-09\|27.21\|-1.23\|27.29\|28.10\|27.02\|114227;2026-04-10\|26.96\|-0.92\|27.46\|27.50\|26.92\|71912;2026-04-13\|26.50\|-1.71\|26.53\|26.96\|26.10\|69072;2026-04-14\|26.98\|1.81\|26.56\|27.78\|26.53\|115855;2026-04-15\|26.40\|-2.15\|27.20\|27.21\|26.13\|105477;2026-04-16\|26.51\|0.42\|26.37\|26.74\|26.10\|82389;2026-04-17\|26.69\|0.68\|26.54\|27.12\|26.16\|71564;2026-04-20\|24.02\|-10.00\|26.66\|26.75\|24.02\|319779;2026-04-21\|23.89\|-0.54\|24.15\|24.44\|23.40\|139580;2026-04-22\|23.75\|-0.59\|23.89\|24.00\|23.53\|108623;2026-04-23\|23.51\|-1.01\|23.74\|23.93\|22.95\|116877;2026-04-24\|23.19\|-1.36\|23.24\|23.65\|23.01\|59405;2026-04-27\|22.83\|-1.55\|23.17\|23.39\|22.55\|115841;2026-04-28\|20.55\|-9.99\|20.55\|20.55\|20.55\|19501;2026-04-29\|20.60\|0.24\|18.50\|20.95\|18.50\|544167;2026-04-30\|22.66\|10.00\|20.63\|22.66\|20.49\|429586;2026-05-06\|21.92\|-3.27\|22.66\|22.80\|21.22\|311400;2026-05-07\|21.20\|-3.28\|21.92\|21.92\|20.93\|206326;2026-05-08\|20.95\|-1.18\|21.20\|21.47\|20.76\|144468;2026-05-11\|19.80\|-5.49\|21.21\|21.29\|19.45\|283731;2026-05-12\|19.86\|0.30\|19.86\|20.61\|19.11\|245766;2026-05-13\|21.20\|6.75\|19.85\|21.45\|19.40\|219762;2026-05-14\|21.95\|3.54\|21.34\|22.65\|20.62\|282954;2026-05-15\|20.50\|-6.61\|21.74\|21.95\|20.31\|213024;2026-05-18\|22.55\|10.00\|21.60\|22.55\|21.44\|177783;2026-05-19\|24.00\|6.43\|23.11\|24.04\|22.65\|430680;2026-05-20\|24.10\|0.42\|23.52\|24.85\|23.52\|269795;2026-05-21\|23.53\|-2.37\|24.58\|25.35\|23.43\|241781;2026-05-22\|23.29\|-1.02\|23.97\|24.30\|23.00\|175023;2026-05-25\|25.62\|10.00\|23.17\|25.62\|22.45\|336352;2026-05-26\|26.38\|2.97\|26.54\|27.99\|25.72\|449487;2026-05-27\|24.44\|-7.35\|26.11\|26.68\|24.38\|321061;2026-05-28\|22.96\|-6.06\|24.44\|24.80\|22.85\|235045;2026-05-29\|21.45\|-6.58\|23.05\|23.25\|21.34\|203907;2026-06-01\|20.36\|-5.08\|21.28\|21.33\|20.30\|170139;2026-06-02\|19.36\|-4.91\|20.36\|20.48\|18.95\|211351;2026-06-03\|18.60\|-3.93\|19.18\|19.99\|18.33\|231234;2026-06-04\|18.38\|-1.18\|18.45\|19.10\|17.91\|222028;2026-06-05\|20.22\|10.01\|18.20\|20.22\|17.61\|262578;2026-06-08\|18.90\|-6.53\|19.91\|20.29\|18.77\|219707;2026-06-09\|19.37\|2.49\|19.25\|19.72\|18.63\|164659;2026-06-10\|20.01\|3.30\|19.71\|21.00\|19.38\|251742;2026-06-11\|19.40\|-3.05\|19.57\|20.16\|19.30\|127042;2026-06-12\|18.83\|-2.94\|19.52\|19.84\|18.77\|154960;2026-06-15\|19.27\|2.34\|18.91\|19.46\|18.70\|137916;2026-06-16\|19.12\|-0.78\|19.15\|19.35\|18.95\|118158;2026-06-17\|18.88\|-1.26\|19.10\|19.45\|18.64\|141454;2026-06-18\|18.77\|-0.58\|18.75\|19.00\|18.20\|137618;2026-06-22\|18.15\|-3.30\|18.59\|19.21\|17.22\|217262;2026-06-23\|18.05\|-0.55\|17.99\|18.88\|17.81\|136574;2026-06-24\|17.67\|-2.11\|18.17\|19.18\|17.20\|245663;2026-06-25\|16.26\|-7.98\|17.48\|17.60\|16.00\|266392;2026-06-26\|16.07\|-1.17\|16.26\|16.63\|15.85\|177585;2026-06-29\|15.90\|-1.06\|15.97\|16.30\|15.53\|150639;2026-06-30\|16.28\|2.39\|15.69\|16.40\|15.53\|110492;2026-07-01\|17.91\|10.01\|16.27\|17.91\|16.04\|252603;2026-07-02\|18.18\|1.51\|17.69\|18.95\|16.94\|397642;2026-07-03\|16.50\|-9.24\|18.22\|18.22\|16.45\|305387;2026-07-06\|16.10\|-2.42\|16.84\|16.91\|15.91\|167613;2026-07-07\|15.04\|-6.58\|15.91\|15.91\|15.02\|139821;2026-07-08\|14.31\|-4.85\|15.13\|15.14\|14.23\|120846;2026-07-09\|14.69\|2.66\|14.31\|14.90\|14.15\|143500;2026-07-10\|14.86\|1.16\|14.79\|15.55\|14.67\|146305;2026-07-13\|13.74\|-7.54\|14.81\|14.88\|13.71\|117543;2026-07-14\|13.60\|-1.02\|13.78\|13.88\|13.22\|116438;2026-07-15\|13.68\|0.59\|13.61\|14.16\|13.42\|112338
111677	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：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-03-05\|93.12\|2.83\|93.49\|95.77\|91.72\|121781;2026-03-06\|92.16\|-1.03\|91.93\|93.98\|91.45\|89431;2026-03-09\|87.91\|-4.61\|90.20\|90.59\|84.67\|146416;2026-03-10\|90.01\|2.39\|90.01\|90.80\|87.80\|111336;2026-03-11\|90.72\|0.79\|90.43\|92.85\|90.23\|105664;2026-03-12\|89.03\|-1.86\|89.99\|93.65\|87.81\|101936;2026-03-13\|89.17\|0.16\|88.01\|92.56\|87.04\|115345;2026-03-16\|90.10\|1.04\|89.18\|90.89\|86.20\|112054;2026-03-17\|86.80\|-3.66\|90.07\|90.66\|86.68\|100128;2026-03-18\|91.04\|4.88\|88.08\|92.13\|87.61\|175228;2026-03-19\|85.15\|-6.47\|89.38\|89.60\|84.50\|183428;2026-03-20\|83.06\|-2.45\|85.99\|86.13\|83.02\|101363;2026-03-23\|78.55\|-5.43\|81.01\|81.50\|78.00\|137044;2026-03-24\|78.95\|0.51\|79.74\|79.88\|76.25\|92949;2026-03-25\|82.72\|4.78\|80.57\|84.95\|80.35\|127267;2026-03-26\|80.93\|-2.16\|81.69\|82.97\|80.62\|72389;2026-03-27\|83.21\|2.82\|79.45\|83.92\|78.50\|80556;2026-03-30\|86.18\|3.57\|82.13\|86.90\|82.05\|119310;2026-03-31\|78.74\|-8.63\|84.43\|84.43\|78.70\|163004;2026-04-01\|79.56\|1.04\|81.50\|81.68\|78.61\|116761;2026-04-02\|77.23\|-2.93\|79.56\|80.00\|76.68\|87930;2026-04-03\|78.15\|1.19\|78.02\|80.12\|77.65\|85045;2026-04-07\|78.44\|0.37\|78.68\|79.97\|78.16\|68206;2026-04-08\|83.70\|6.71\|81.26\|83.80\|81.00\|116689;2026-04-09\|84.45\|0.90\|82.65\|85.78\|82.27\|103766;2026-04-10\|85.43\|1.16\|85.25\|86.66\|85.00\|96381;2026-04-13\|85.56\|0.15\|84.50\|86.30\|84.35\|76101;2026-04-14\|88.09\|2.96\|86.85\|88.64\|86.26\|121889;2026-04-15\|86.09\|-2.27\|88.96\|89.50\|85.60\|96891;2026-04-16\|86.12\|0.03\|85.99\|87.04\|84.80\|95919;2026-04-17\|85.90\|-0.26\|85.42\|86.59\|84.43\|90739;2026-04-20\|86.46\|0.65\|85.89\|87.88\|84.79\|102246;2026-04-21\|87.59\|1.31\|86.46\|88.70\|84.92\|104686;2026-04-22\|90.48\|3.30\|87.60\|91.39\|87.21\|133148;2026-04-23\|89.13\|-1.49\|92.00\|92.54\|87.50\|136139;2026-04-24\|89.10\|-0.03\|89.33\|91.00\|88.66\|100789;2026-04-27\|89.12\|0.02\|89.29\|91.42\|88.49\|150006;2026-04-28\|83.62\|-6.17\|83.00\|85.50\|80.50\|266528;2026-04-29\|83.94\|0.38\|83.29\|84.25\|80.25\|146127;2026-04-30\|84.71\|0.92\|85.54\|86.76\|84.45\|118647;2026-05-06\|90.21\|6.49\|87.55\|92.99\|87.55\|217313;2026-05-07\|92.08\|2.07\|91.13\|92.36\|89.83\|143758;2026-05-08\|88.86\|-3.50\|90.52\|90.98\|88.22\|130911;2026-05-11\|94.55\|6.40\|92.78\|97.00\|92.33\|268927;2026-05-12\|93.86\|-0.73\|96.00\|96.53\|92.57\|160399;2026-05-13\|103.25\|10.00\|91.99\|103.25\|91.35\|236592;2026-05-14\|106.90\|3.54\|107.00\|109.99\|104.50\|408573;2026-05-15\|107.46\|0.52\|108.97\|114.80\|106.14\|382605;2026-05-18\|114.19\|6.26\|117.14\|118.21\|113.01\|392406;2026-05-19\|115.96\|1.55\|112.97\|115.96\|107.44\|405614;2026-05-20\|120.56\|3.97\|116.13\|122.98\|116.00\|383040;2026-05-21\|113.90\|-5.52\|122.73\|125.00\|113.63\|425462;2026-05-22\|116.50\|2.28\|114.75\|118.18\|110.32\|345053;2026-05-25\|128.15\|10.00\|119.33\|128.15\|115.55\|393215;2026-05-26\|123.21\|-3.85\|125.54\|126.19\|119.60\|396234;2026-05-27\|118.41\|-3.90\|125.00\|127.48\|117.30\|306556;2026-05-28\|115.36\|-2.58\|114.82\|116.90\|110.94\|280206;2026-05-29\|107.67\|-6.67\|115.84\|117.60\|106.23\|301604;2026-06-01\|104.99\|-2.21\|108.00\|110.80\|104.59\|214901;2026-06-02\|109.63\|4.42\|104.87\|112.00\|103.40\|255249;2026-06-03\|113.80\|3.80\|110.19\|116.00\|110.10\|244695;2026-06-04\|117.78\|3.50\|111.50\|120.00\|111.48\|274044;2026-06-05\|115.00\|-2.36\|113.74\|119.09\|111.41\|258014;2026-06-08\|105.62\|-8.16\|107.66\|110.00\|104.70\|237896;2026-06-09\|111.41\|5.48\|108.79\|111.50\|105.81\|210295;2026-06-10\|122.55\|10.00\|107.95\|122.55\|107.10\|334547;2026-06-11\|134.81\|10.00\|126.22\|134.81\|124.00\|576461;2026-06-12\|132.99\|-1.35\|140.01\|144.50\|131.81\|663193;2026-06-15\|138.83\|4.39\|133.32\|138.88\|128.00\|406589;2026-06-16\|137.76\|-0.77\|137.45\|143.60\|135.05\|366139;2026-06-17\|147.92\|7.38\|137.00\|149.22\|136.00\|374932;2026-06-18\|150.16\|1.51\|146.44\|151.60\|143.85\|317760;2026-06-22\|165.18\|10.00\|152.86\|165.18\|152.86\|347296;2026-06-23\|157.32\|-4.76\|160.03\|167.80\|155.20\|351117;2026-06-24\|173.05\|10.00\|155.00\|173.05\|155.00\|325014;2026-06-25\|181.03\|4.61\|184.00\|186.50\|172.00\|407547;2026-06-26\|188.60\|4.18\|180.00\|195.20\|178.20\|355978;2026-06-29\|207.46\|10.00\|199.13\|207.46\|191.18\|416677;2026-06-30\|224.50\|8.21\|216.24\|228.10\|207.47\|447219;2026-07-01\|236.09\|5.16\|220.00\|246.44\|218.00\|449673;2026-07-02\|212.48\|-10.00\|216.00\|225.88\|212.48\|424821;2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959;2026-07-13\|189.02\|-8.76\|205.01\|209.31\|186.83\|344460;2026-07-14\|187.49\|-0.81\|192.80\|193.50\|174.58\|352871;2026-07-15\|171.12\|-8.73\|190.52\|194.88\|170.05\|297464
111676	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：东方明珠因间接持有超聚变1.3182%股份叠加2025年扣非净利大增47.57%、AI内容应用落地加速而涨停；涨停缘由：公司原因： 1、通过相关基金间接持有超聚变1.3182%股份，超聚变IPO辅导完成，市场关注其AI服务器业务价值重估； 2、2025年扣非净利润同比增长47.57%，主业稳健叠加投资收益贡献提升； 3、旗下百视通等平台加速接入大模型，AI视频生成、智能推荐等场景落地提速；资金逻辑：资金挖掘AI基础设施+内容应用双主线低位标的，低估值叠加高成长性引发估值修复行情；风险提示：超聚变持股比例较低，对其经营成果影响有限，AI内容变现路径仍处早期阶段	超聚变数字技术股份有限公司首次公开发行股票并上市辅导工作完成，公司通过相关基金间接持有超聚变1.3182%股份；25年扣非净利润增长47.57%	2026-03-05\|10.59\|1.53\|10.65\|10.72\|10.54\|488173;2026-03-06\|10.65\|0.57\|10.55\|10.69\|10.51\|317838;2026-03-09\|10.65\|0.00\|10.48\|10.69\|10.32\|450969;2026-03-10\|10.76\|1.03\|10.75\|10.90\|10.67\|390181;2026-03-11\|10.72\|-0.37\|10.75\|10.80\|10.66\|336529;2026-03-12\|10.63\|-0.84\|10.70\|10.80\|10.55\|368917;2026-03-13\|10.40\|-2.16\|10.56\|10.65\|10.38\|399921;2026-03-16\|10.47\|0.67\|10.41\|10.47\|10.32\|301394;2026-03-17\|10.30\|-1.62\|10.50\|10.55\|10.30\|313928;2026-03-18\|10.44\|1.36\|10.30\|10.45\|10.20\|291826;2026-03-19\|10.21\|-2.20\|10.30\|10.33\|10.17\|322364;2026-03-20\|9.90\|-3.04\|10.23\|10.27\|9.89\|465529;2026-03-23\|9.30\|-6.06\|9.68\|9.73\|9.23\|590029;2026-03-24\|9.50\|2.15\|9.50\|9.52\|9.32\|404002;2026-03-25\|9.64\|1.47\|9.53\|9.70\|9.53\|332858;2026-03-26\|9.40\|-2.49\|9.65\|9.72\|9.35\|320570;2026-03-27\|9.53\|1.38\|9.32\|9.57\|9.30\|295038;2026-03-30\|9.54\|0.10\|9.38\|9.59\|9.32\|285711;2026-03-31\|9.42\|-1.26\|9.54\|9.66\|9.42\|264247;2026-04-01\|9.60\|1.91\|9.59\|9.64\|9.47\|290133;2026-04-02\|9.30\|-3.12\|9.58\|9.58\|9.25\|326609;2026-04-03\|9.09\|-2.26\|9.33\|9.35\|9.03\|280709;2026-04-07\|9.17\|0.88\|9.10\|9.23\|9.10\|227637;2026-04-08\|9.72\|6.00\|9.38\|9.72\|9.38\|534411;2026-04-09\|9.52\|-2.06\|9.60\|9.65\|9.51\|334018;2026-04-10\|9.63\|1.16\|9.59\|9.73\|9.58\|352080;2026-04-13\|9.57\|-0.62\|9.56\|9.68\|9.53\|255764;2026-04-14\|9.81\|2.51\|9.65\|9.82\|9.65\|488249;2026-04-15\|9.66\|-1.53\|9.83\|9.85\|9.65\|302523;2026-04-16\|9.93\|2.79\|9.70\|10.05\|9.65\|682032;2026-04-17\|10.00\|0.70\|9.83\|10.09\|9.76\|573631;2026-04-20\|9.99\|-0.10\|9.96\|10.05\|9.88\|428711;2026-04-21\|9.99\|0.00\|10.00\|10.24\|9.97\|427929;2026-04-22\|10.04\|0.50\|9.99\|10.17\|9.95\|409639;2026-04-23\|9.92\|-1.20\|10.01\|10.09\|9.88\|415054;2026-04-24\|9.87\|-0.50\|9.90\|10.01\|9.67\|400306;2026-04-27\|10.86\|10.03\|10.64\|10.86\|10.62\|471753;2026-04-28\|10.25\|-5.62\|11.00\|11.00\|10.20\|1770543;2026-04-29\|10.12\|-1.27\|10.13\|10.35\|10.11\|818190;2026-04-30\|9.98\|-1.38\|9.91\|10.11\|9.84\|699625;2026-05-06\|10.27\|2.91\|10.02\|10.38\|10.00\|810118;2026-05-07\|10.56\|2.82\|10.30\|10.58\|10.23\|857294;2026-05-08\|10.62\|0.57\|10.55\|10.72\|10.50\|769895;2026-05-11\|10.58\|-0.38\|10.64\|10.68\|10.48\|613948;2026-05-12\|10.26\|-3.02\|10.55\|10.59\|10.20\|709711;2026-05-13\|10.22\|-0.39\|10.20\|10.34\|10.12\|667966;2026-05-14\|9.72\|-4.89\|10.29\|10.44\|9.70\|788988;2026-05-15\|9.64\|-0.82\|9.74\|9.94\|9.56\|565956;2026-05-18\|10.05\|4.25\|9.63\|10.45\|9.63\|968447;2026-05-19\|10.25\|1.99\|10.05\|10.32\|10.00\|627036;2026-05-20\|10.52\|2.63\|10.39\|10.65\|10.17\|1156660;2026-05-21\|10.39\|-1.24\|10.49\|10.95\|10.36\|1356366;2026-05-22\|10.40\|0.10\|10.45\|10.48\|10.25\|713890;2026-05-25\|11.44\|10.00\|11.39\|11.44\|11.22\|1267960;2026-05-26\|10.31\|-9.88\|11.00\|11.09\|10.30\|2116092;2026-05-27\|10.37\|0.58\|10.20\|10.88\|10.17\|1225512;2026-05-28\|9.91\|-4.44\|10.22\|10.24\|9.77\|1050570;2026-05-29\|9.73\|-1.82\|9.91\|10.17\|9.69\|693321;2026-06-01\|9.73\|0.00\|9.70\|9.90\|9.63\|515051;2026-06-02\|9.44\|-2.98\|9.74\|9.75\|9.33\|597798;2026-06-03\|9.32\|-1.27\|9.39\|9.51\|9.26\|424642;2026-06-04\|9.10\|-2.36\|9.25\|9.29\|9.06\|497115;2026-06-05\|9.15\|0.55\|9.20\|9.38\|9.12\|463768;2026-06-08\|8.83\|-3.50\|8.94\|9.12\|8.76\|507881;2026-06-09\|8.96\|1.47\|8.94\|8.99\|8.79\|357258;2026-06-10\|8.74\|-2.46\|8.89\|8.98\|8.69\|394319;2026-06-11\|8.44\|-3.43\|8.67\|8.68\|8.39\|427558;2026-06-12\|8.60\|1.90\|8.55\|8.77\|8.49\|549098;2026-06-15\|8.64\|0.47\|8.63\|8.70\|8.55\|440763;2026-06-16\|8.81\|1.97\|8.65\|8.84\|8.50\|524651;2026-06-17\|8.81\|0.00\|8.77\|8.86\|8.69\|344225;2026-06-18\|8.88\|0.79\|8.77\|8.97\|8.66\|394044;2026-06-22\|8.82\|-0.68\|8.81\|8.83\|8.55\|513724;2026-06-23\|8.69\|-1.47\|8.80\|9.07\|8.64\|508998;2026-06-24\|8.53\|-1.84\|8.70\|8.70\|8.41\|457312;2026-06-25\|8.56\|0.35\|8.51\|8.63\|8.43\|391135;2026-06-26\|8.31\|-2.92\|8.48\|8.58\|8.25\|564806;2026-06-29\|8.22\|-1.08\|8.28\|8.38\|8.10\|428507;2026-06-30\|8.31\|1.09\|8.20\|8.38\|8.14\|390609;2026-07-01\|8.26\|-0.60\|8.26\|8.37\|8.16\|497209;2026-07-02\|8.14\|-1.45\|8.21\|8.37\|8.13\|469115;2026-07-03\|8.09\|-0.61\|8.16\|8.21\|8.05\|362995;2026-07-06\|8.07\|-0.25\|8.10\|8.20\|8.06\|331205;2026-07-07\|7.77\|-3.72\|8.06\|8.06\|7.76\|400906;2026-07-08\|7.86\|1.16\|7.78\|7.90\|7.72\|342724;2026-07-09\|7.89\|0.38\|7.77\|7.90\|7.68\|383751;2026-07-10\|8.16\|3.42\|7.87\|8.38\|7.79\|667589;2026-07-13\|7.71\|-5.51\|8.10\|8.14\|7.69\|519042;2026-07-14\|7.72\|0.13\|7.75\|7.92\|7.60\|357816;2026-07-15\|7.83\|1.42\|7.73\|7.93\|7.69\|379128
111675	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+分销+机器人行业原因： 1、据TrendForce，2026年第二季MobileDRAM合约价持续大幅上扬，第二季LPDDR4X平均销售单价(ASP)将至少季增70%–75%，LPDDR5X则季增78%–83%。 2、摩根士丹利BOM分析显示，在英伟达VR200中，内存内容量增加叠加价格大幅上涨，内存占比已跃升至约25%至30%，估算绝对金额约为200万美元，较GB300的约37万美元增长约435%。公司原因： 1、据2026年4月24日年报，公司新增铠侠等国际存储原厂代理，并购立功科技获NXP、瑞芯微等21条MCU及存储芯片线，主动元器件销售占比升至60%，深度绑定AI服务器、光模块、机器人头部客户。 2、据2026年5月6日业绩说明会，公司已向智元、埃斯顿、宇树、追觅、优必选等机器人企业批量交付阻容感、处理器、存储器、功率器件，控股子公司立功科技推出从“小脑”中枢到“指尖”执行的全栈机器人方案并获客户落地。 3、据2026年4月24日年报及2026年5月11日互动易，公司2025年营收85.48亿元、净利3.03亿元，同比增30.59%、327.78%；2026Q1营收37.93亿元、净利2.57亿元，同比增106.11%、600.35%，业绩持续高增。	公司目前代理销售存储器件、模拟器件、功率器件、电源管理芯片等各品类芯片产品，合作品牌涵盖兆易创新、安世半导体、思瑞浦、杰华特等国内外行业领先企业	2026-03-05\|15.19\|3.69\|14.93\|15.38\|14.93\|274195;2026-03-06\|15.49\|1.98\|15.04\|15.68\|14.99\|246043;2026-03-09\|15.63\|0.90\|15.21\|15.72\|14.95\|326081;2026-03-10\|16.42\|5.05\|15.84\|16.76\|15.75\|590085;2026-03-11\|16.69\|1.64\|16.34\|16.98\|16.27\|532813;2026-03-12\|16.85\|0.96\|16.69\|17.48\|16.65\|462646;2026-03-13\|16.42\|-2.55\|16.70\|16.97\|16.36\|358185;2026-03-16\|17.37\|5.79\|16.51\|17.75\|16.50\|656295;2026-03-17\|18.78\|8.12\|17.67\|19.44\|17.50\|1027912;2026-03-18\|18.65\|-0.69\|18.77\|18.95\|18.20\|713548;2026-03-19\|18.56\|-0.48\|18.32\|19.60\|17.78\|819092;2026-03-20\|18.02\|-2.91\|18.94\|19.30\|17.93\|720317;2026-03-23\|16.56\|-8.10\|17.90\|17.98\|16.40\|614720;2026-03-24\|17.74\|7.13\|17.39\|17.83\|16.50\|574036;2026-03-25\|19.33\|8.96\|18.88\|20.55\|18.30\|973131;2026-03-26\|18.39\|-4.86\|19.00\|19.13\|18.26\|590065;2026-03-27\|18.20\|-1.03\|17.71\|18.62\|17.53\|436942;2026-03-30\|17.78\|-2.31\|17.57\|18.21\|17.57\|337030;2026-03-31\|17.16\|-3.49\|17.40\|17.59\|16.53\|427712;2026-04-01\|17.91\|4.37\|17.58\|18.55\|17.21\|624540;2026-04-02\|17.43\|-2.68\|18.61\|18.63\|17.26\|412735;2026-04-03\|17.03\|-2.29\|17.61\|17.87\|16.75\|342862;2026-04-07\|18.08\|6.17\|17.10\|18.85\|17.03\|499445;2026-04-08\|20.05\|10.90\|19.00\|20.20\|18.42\|650171;2026-04-09\|20.60\|2.74\|19.65\|21.75\|19.59\|714498;2026-04-10\|21.05\|2.18\|20.90\|21.52\|20.61\|542052;2026-04-13\|20.78\|-1.28\|21.22\|21.88\|20.53\|423223;2026-04-14\|20.95\|0.82\|21.17\|21.36\|20.63\|408714;2026-04-15\|20.01\|-4.49\|20.81\|20.95\|19.85\|376215;2026-04-16\|20.60\|2.95\|20.00\|20.97\|19.68\|421374;2026-04-17\|20.38\|-1.07\|20.40\|20.79\|20.15\|301853;2026-04-20\|20.45\|0.34\|20.55\|20.67\|20.15\|309747;2026-04-21\|20.75\|1.47\|20.33\|21.22\|19.84\|452177;2026-04-22\|21.25\|2.41\|20.70\|21.48\|20.55\|504334;2026-04-23\|20.74\|-2.40\|21.32\|21.37\|20.26\|500345;2026-04-24\|19.36\|-6.65\|21.07\|21.31\|18.59\|960515;2026-04-27\|20.07\|3.67\|19.67\|20.55\|19.67\|682237;2026-04-28\|19.81\|-1.30\|19.78\|20.25\|19.55\|422731;2026-04-29\|20.00\|0.96\|19.60\|20.55\|19.53\|403723;2026-04-30\|20.46\|2.30\|20.17\|21.02\|19.88\|521886;2026-05-06\|22.89\|11.88\|21.28\|23.77\|21.28\|951605;2026-05-07\|23.60\|3.10\|22.80\|24.24\|22.50\|727120;2026-05-08\|23.12\|-2.03\|23.20\|23.78\|23.08\|449005;2026-05-11\|23.66\|2.34\|24.00\|24.68\|23.57\|606120;2026-05-12\|22.61\|-4.44\|23.58\|23.64\|22.51\|446779;2026-05-13\|24.33\|7.61\|22.25\|24.92\|22.00\|637625;2026-05-14\|22.84\|-6.12\|24.02\|24.16\|22.81\|522919;2026-05-15\|22.20\|-2.80\|23.03\|23.51\|21.92\|437294;2026-05-18\|23.84\|7.39\|23.58\|25.40\|23.40\|920045;2026-05-19\|23.70\|-0.59\|23.50\|23.83\|22.61\|677512;2026-05-20\|23.46\|-1.01\|23.67\|24.68\|23.14\|584788;2026-05-21\|21.62\|-7.84\|23.80\|23.90\|21.40\|640670;2026-05-22\|22.80\|5.46\|21.96\|23.26\|21.80\|546115;2026-05-25\|27.36\|20.00\|23.45\|27.36\|23.33\|1081058;2026-05-26\|29.06\|6.21\|27.84\|29.37\|27.34\|1342689;2026-05-27\|31.30\|7.71\|28.93\|32.66\|28.90\|1089855;2026-05-28\|37.55\|19.97\|32.10\|37.56\|32.10\|1277304;2026-05-29\|35.88\|-4.45\|37.00\|38.36\|35.20\|1103490;2026-06-01\|38.51\|7.54\|37.01\|41.21\|37.01\|1002352;2026-06-02\|43.41\|12.72\|38.60\|44.91\|37.50\|1079424;2026-06-03\|42.69\|-1.66\|41.62\|44.43\|41.62\|992015;2026-06-04\|43.51\|1.92\|42.14\|43.74\|40.86\|907302;2026-06-05\|44.80\|2.96\|42.14\|45.25\|41.90\|1072828;2026-06-08\|41.60\|-7.14\|43.01\|48.98\|41.44\|1387938;2026-06-09\|45.47\|9.30\|43.93\|47.99\|40.36\|1342828;2026-06-10\|39.78\|-12.51\|43.00\|43.19\|39.20\|990843;2026-06-11\|38.70\|-2.71\|39.21\|41.09\|37.74\|835757;2026-06-12\|36.00\|-6.98\|40.32\|40.35\|35.82\|824177;2026-06-15\|40.66\|12.94\|38.50\|41.80\|36.72\|821786;2026-06-16\|40.19\|-1.16\|41.47\|41.74\|39.92\|714918;2026-06-17\|41.25\|2.64\|39.87\|41.49\|39.20\|848062;2026-06-18\|43.30\|4.97\|40.65\|44.55\|40.50\|1136969;2026-06-22\|42.64\|-1.52\|44.04\|44.04\|40.71\|1091080;2026-06-23\|40.06\|-6.05\|41.30\|42.70\|39.50\|765197;2026-06-24\|40.60\|1.35\|39.11\|41.68\|38.60\|669767;2026-06-25\|42.92\|5.71\|41.14\|43.98\|38.80\|1091872;2026-06-26\|42.00\|-2.14\|41.08\|44.19\|39.94\|888466;2026-06-29\|44.49\|5.93\|43.45\|47.26\|40.05\|1151618;2026-06-30\|51.75\|16.32\|44.00\|51.98\|43.30\|1305097;2026-07-01\|50.61\|-2.20\|52.50\|53.75\|47.66\|1201295;2026-07-02\|45.90\|-9.31\|46.01\|48.75\|43.33\|892382;2026-07-03\|42.02\|-8.45\|44.51\|45.90\|41.66\|777096;2026-07-06\|39.09\|-6.97\|42.13\|42.86\|38.35\|677783;2026-07-07\|37.37\|-4.40\|39.16\|39.54\|36.68\|505043;2026-07-08\|34.73\|-7.06\|37.15\|37.94\|34.38\|534092;2026-07-09\|37.55\|8.12\|35.80\|39.57\|35.80\|776778;2026-07-10\|35.70\|-4.93\|37.61\|39.72\|35.30\|690193;2026-07-13\|31.91\|-10.62\|35.37\|36.01\|31.47\|661996;2026-07-14\|33.37\|4.58\|32.16\|33.86\|30.86\|493094;2026-07-15\|30.79\|-7.73\|33.99\|34.40\|30.62\|446658
111674	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	石英砂+氯碱化工+锡钨钽行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月15日异动公告及2026年5月18日机构调研，公司子公司广西有色栗木矿业投资实施的60万吨/年采矿改造工程、150万吨/年选矿项目及钽铌钨、锡资源冶炼综合利用技改项目一期工程正按计划推进建设，尚未达产达效。 2、据2026年5月18日机构调研，公司石英砂项目正根据客户需求持续进行工艺改进、调试与认证，截至目前尚未形成业绩。 3、据2026年4月25日年报，公司深耕氯碱行业五十余载，目前主营业务仍为氯碱化工，主导产品为聚氯乙烯树脂PVC和碱产品，“金路”牌聚氯乙烯树脂被确定为大商所PVC期货指定交割品牌。 4、据2026年6月2日公告，公司第一大股东、实际控制人、董事长刘江东基于自身资金需求已得到解决，决定提前终止减持计划。	公司高纯石英砂中试正在进行中，中试阶段的纯度大于5N，5N高纯石英砂是半导体芯片制造（石英坩埚、石英器件）、光伏单晶硅拉制（石英坩埚）、高端光学器件等领域的关键材料	2026-03-05\|19.89\|-1.73\|20.64\|20.80\|19.68\|489923;2026-03-06\|20.17\|1.41\|20.05\|21.03\|19.81\|628214;2026-03-09\|19.24\|-4.61\|19.63\|19.79\|18.20\|560998;2026-03-10\|18.99\|-1.30\|19.66\|19.86\|18.81\|491327;2026-03-11\|18.84\|-0.79\|19.19\|20.22\|18.84\|533382;2026-03-12\|18.28\|-2.97\|18.84\|18.96\|18.03\|452733;2026-03-13\|16.83\|-7.93\|18.00\|18.19\|16.66\|684847;2026-03-16\|16.76\|-0.42\|16.88\|17.19\|16.00\|489160;2026-03-17\|16.65\|-0.66\|16.88\|17.52\|16.64\|454699;2026-03-18\|16.64\|-0.06\|16.68\|16.87\|16.10\|340034;2026-03-19\|14.98\|-9.98\|16.00\|16.27\|14.98\|566906;2026-03-20\|15.26\|1.87\|15.34\|15.91\|15.15\|612644;2026-03-23\|14.00\|-8.26\|14.44\|14.90\|13.78\|781708;2026-03-24\|14.73\|5.21\|14.50\|14.81\|13.87\|557765;2026-03-25\|14.80\|0.48\|15.40\|15.69\|14.72\|598411;2026-03-26\|13.99\|-5.47\|14.81\|14.90\|13.90\|513617;2026-03-27\|14.86\|6.22\|13.92\|15.20\|13.89\|587969;2026-03-30\|15.15\|1.95\|14.70\|15.38\|14.38\|569786;2026-03-31\|14.75\|-2.64\|15.27\|15.56\|14.70\|364119;2026-04-01\|15.02\|1.83\|15.25\|15.68\|14.88\|424400;2026-04-02\|14.12\|-5.99\|14.71\|14.87\|13.90\|428685;2026-04-03\|13.99\|-0.92\|14.37\|14.43\|13.78\|322009;2026-04-07\|14.36\|2.64\|14.07\|14.60\|14.07\|331490;2026-04-08\|15.62\|8.77\|15.00\|15.73\|14.87\|642659;2026-04-09\|15.36\|-1.66\|15.32\|15.85\|14.85\|446689;2026-04-10\|14.66\|-4.56\|15.36\|15.75\|14.62\|493717;2026-04-13\|14.51\|-1.02\|14.31\|14.74\|14.31\|351480;2026-04-14\|14.92\|2.83\|14.80\|15.10\|14.55\|371860;2026-04-15\|14.38\|-3.62\|15.79\|15.81\|14.35\|575837;2026-04-16\|15.15\|5.35\|14.38\|15.20\|13.90\|601985;2026-04-17\|15.03\|-0.79\|15.00\|15.23\|14.70\|402750;2026-04-20\|15.10\|0.47\|14.87\|15.44\|14.55\|447212;2026-04-21\|14.90\|-1.32\|15.03\|15.35\|14.43\|436690;2026-04-22\|14.75\|-1.01\|14.79\|15.09\|14.56\|376607;2026-04-23\|13.62\|-7.66\|14.68\|14.79\|13.35\|750924;2026-04-24\|13.75\|0.95\|13.42\|13.90\|13.18\|461747;2026-04-27\|13.08\|-4.87\|13.68\|13.86\|12.89\|453879;2026-04-28\|13.20\|0.92\|13.01\|13.34\|12.71\|442400;2026-04-29\|13.94\|5.61\|13.07\|14.23\|13.00\|454920;2026-04-30\|14.14\|1.43\|13.94\|14.28\|13.80\|307916;2026-05-06\|15.45\|9.26\|14.11\|15.52\|13.99\|615585;2026-05-07\|16.63\|7.64\|16.35\|16.77\|15.74\|816149;2026-05-08\|16.44\|-1.14\|16.41\|17.00\|16.09\|524330;2026-05-11\|16.71\|1.64\|16.46\|17.10\|16.02\|568098;2026-05-12\|16.65\|-0.36\|17.21\|17.44\|16.51\|425385;2026-05-13\|16.61\|-0.24\|16.85\|17.15\|16.31\|408926;2026-05-14\|14.95\|-9.99\|16.77\|17.12\|14.95\|758523;2026-05-15\|14.03\|-6.15\|14.75\|14.90\|13.85\|608528;2026-05-18\|13.82\|-1.50\|13.88\|14.19\|13.37\|370976;2026-05-19\|13.73\|-0.65\|13.82\|13.98\|13.17\|396563;2026-05-20\|13.40\|-2.40\|13.60\|13.74\|13.20\|361040;2026-05-21\|13.58\|1.34\|13.75\|14.56\|13.56\|566582;2026-05-22\|14.94\|10.01\|13.90\|14.94\|13.60\|323628;2026-05-25\|16.43\|9.97\|15.62\|16.43\|15.60\|1149298;2026-05-26\|18.07\|9.98\|16.55\|18.07\|16.19\|823586;2026-05-27\|18.00\|-0.39\|18.59\|19.32\|17.90\|1171087;2026-05-28\|17.75\|-1.39\|17.92\|18.21\|17.20\|720615;2026-05-29\|16.65\|-6.20\|17.82\|17.98\|16.39\|596796;2026-06-01\|18.32\|10.03\|16.70\|18.32\|16.69\|283743;2026-06-02\|19.58\|6.88\|18.40\|19.75\|17.62\|1132674;2026-06-03\|19.18\|-2.04\|19.56\|20.08\|18.81\|719170;2026-06-04\|19.23\|0.26\|18.87\|19.73\|18.42\|503578;2026-06-05\|18.50\|-3.80\|18.65\|19.14\|18.17\|416173;2026-06-08\|16.78\|-9.30\|17.30\|17.65\|16.65\|520703;2026-06-09\|16.80\|0.12\|17.28\|17.29\|16.02\|534877;2026-06-10\|16.01\|-4.70\|16.42\|17.05\|15.62\|434734;2026-06-11\|17.61\|9.99\|15.93\|17.61\|15.68\|340417;2026-06-12\|19.37\|9.99\|18.21\|19.37\|18.21\|727202;2026-06-15\|21.31\|10.02\|21.30\|21.31\|21.27\|164743;2026-06-16\|22.95\|7.70\|22.00\|23.28\|21.35\|1232268;2026-06-17\|22.02\|-4.05\|22.71\|22.94\|21.48\|857102;2026-06-18\|22.10\|0.36\|21.93\|22.38\|21.46\|549231;2026-06-22\|24.31\|10.00\|21.70\|24.31\|21.50\|268281;2026-06-23\|24.10\|-0.86\|24.89\|25.91\|23.65\|1005458;2026-06-24\|24.53\|1.78\|23.67\|24.96\|23.40\|663168;2026-06-25\|26.00\|5.99\|24.29\|26.50\|23.41\|689430;2026-06-26\|25.33\|-2.58\|25.94\|26.60\|24.10\|499200;2026-06-29\|26.30\|3.83\|25.16\|27.85\|24.75\|708339;2026-06-30\|24.84\|-5.55\|25.36\|25.58\|23.80\|719610;2026-07-01\|24.76\|-0.32\|24.56\|27.32\|24.39\|967181;2026-07-02\|22.89\|-7.55\|24.48\|25.00\|22.65\|737873;2026-07-03\|22.03\|-3.76\|23.50\|23.60\|21.75\|546212;2026-07-06\|20.71\|-5.99\|21.79\|22.69\|20.40\|531299;2026-07-07\|19.68\|-4.97\|20.63\|21.44\|19.50\|425013;2026-07-08\|19.43\|-1.27\|19.71\|20.82\|18.84\|545207;2026-07-09\|19.48\|0.26\|19.37\|20.08\|18.45\|479980;2026-07-10\|18.90\|-2.98\|19.52\|20.15\|18.76\|440375;2026-07-13\|17.01\|-10.00\|18.80\|18.93\|17.01\|472797;2026-07-14\|17.76\|4.41\|16.89\|17.84\|16.28\|543241;2026-07-15\|18.23\|2.65\|18.11\|19.38\|17.63\|634405
111673	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：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，2026年固定资产投资预算约100亿，重点布局先进封装产线等	2026-03-05\|48.70\|1.76\|49.30\|50.33\|48.22\|1147240;2026-03-06\|47.04\|-3.41\|48.10\|49.09\|46.86\|920253;2026-03-09\|45.00\|-4.34\|45.63\|45.63\|42.70\|1075819;2026-03-10\|46.00\|2.22\|46.00\|46.60\|45.35\|713216;2026-03-11\|46.81\|1.76\|46.46\|48.26\|46.33\|917879;2026-03-12\|45.73\|-2.31\|46.60\|47.68\|45.44\|653574;2026-03-13\|45.48\|-0.55\|45.27\|46.80\|44.79\|543064;2026-03-16\|45.75\|0.59\|45.31\|46.46\|44.15\|705271;2026-03-17\|43.75\|-4.37\|46.03\|46.04\|43.69\|621114;2026-03-18\|45.77\|4.62\|44.25\|46.17\|43.93\|791233;2026-03-19\|44.19\|-3.45\|44.79\|45.17\|44.00\|531942;2026-03-20\|42.03\|-4.89\|44.66\|44.75\|42.00\|772824;2026-03-23\|39.08\|-7.02\|40.48\|41.18\|38.67\|757104;2026-03-24\|39.45\|0.95\|39.90\|39.97\|38.39\|461181;2026-03-25\|40.64\|3.02\|39.90\|41.26\|39.87\|533289;2026-03-26\|39.43\|-2.98\|40.40\|40.76\|39.24\|377749;2026-03-27\|39.53\|0.25\|38.85\|39.94\|38.60\|367940;2026-03-30\|39.84\|0.78\|38.66\|39.97\|38.45\|338891;2026-03-31\|38.75\|-2.74\|39.50\|39.60\|38.55\|404005;2026-04-01\|39.49\|1.91\|39.88\|39.89\|39.24\|367070;2026-04-02\|38.48\|-2.56\|39.53\|39.53\|38.28\|328915;2026-04-03\|38.29\|-0.49\|38.88\|38.98\|38.02\|261706;2026-04-07\|38.82\|1.38\|38.70\|39.06\|38.54\|273821;2026-04-08\|41.98\|8.14\|40.05\|41.98\|40.03\|713712;2026-04-09\|41.91\|-0.17\|41.17\|42.47\|41.05\|497533;2026-04-10\|43.02\|2.65\|42.74\|43.79\|42.74\|667669;2026-04-13\|42.85\|-0.40\|42.50\|43.50\|42.50\|443211;2026-04-14\|44.34\|3.48\|43.60\|45.08\|43.30\|825500;2026-04-15\|43.59\|-1.69\|44.50\|44.70\|43.36\|680666;2026-04-16\|43.73\|0.32\|43.60\|44.02\|43.20\|442433;2026-04-17\|43.98\|0.57\|43.68\|44.60\|43.25\|613942;2026-04-20\|44.49\|1.16\|44.00\|45.00\|43.49\|611808;2026-04-21\|44.03\|-1.03\|44.50\|44.60\|43.13\|465116;2026-04-22\|45.51\|3.36\|43.84\|45.68\|43.77\|768614;2026-04-23\|44.41\|-2.42\|45.56\|45.78\|44.04\|663156;2026-04-24\|44.89\|1.08\|44.82\|45.87\|44.51\|700289;2026-04-27\|46.32\|3.19\|46.00\|46.95\|45.55\|1021313;2026-04-28\|45.10\|-2.63\|46.10\|46.49\|44.76\|804400;2026-04-29\|44.36\|-1.64\|44.20\|44.63\|43.09\|862876;2026-04-30\|45.56\|2.71\|44.65\|45.86\|44.11\|1014030;2026-05-06\|48.20\|5.79\|47.86\|49.18\|47.85\|1499983;2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.80\|-9.64\|105.00\|105.05\|92.43\|2341041
111672	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：拟收购功率器件封测龙头华羿微电，叠加华为半导体韬定律强化先进封装需求逻辑；涨停缘由：并购完善功率半导体封测能力，匹配麒麟芯片高性能封装需求，SiP/FC等先进封装产能持续释放；资金逻辑：主力资金连续两日净流入超千万元，换手率显著放大，机构席位积极介入；风险提示：并购尚在推进中，存在审批及整合不确定性；封测行业竞争加剧，毛利率承压	公司拟收购华羿微电100%股份，标的是国内少数集功率器件研发设计、封装测试、可靠性验证和系统解决方案等服务于一体的公司	2026-03-05\|14.24\|0.99\|14.45\|14.68\|14.15\|1684868;2026-03-06\|14.01\|-1.62\|14.12\|14.43\|13.97\|1326255;2026-03-09\|13.76\|-1.78\|13.63\|13.85\|13.07\|1765960;2026-03-10\|14.17\|2.98\|13.99\|14.30\|13.96\|1380253;2026-03-11\|14.08\|-0.64\|14.19\|14.42\|14.00\|1146432;2026-03-12\|13.91\|-1.21\|14.02\|14.32\|13.73\|1172469;2026-03-13\|13.65\|-1.87\|13.75\|14.05\|13.53\|1046038;2026-03-16\|14.05\|2.93\|13.61\|14.09\|13.41\|1403514;2026-03-17\|13.49\|-3.99\|14.17\|14.17\|13.48\|1159845;2026-03-18\|13.93\|3.26\|13.70\|13.95\|13.57\|1320768;2026-03-19\|13.54\|-2.80\|13.75\|13.93\|13.47\|1148031;2026-03-20\|13.00\|-3.99\|13.65\|13.70\|13.00\|1222427;2026-03-23\|12.19\|-6.23\|12.70\|12.87\|12.11\|1397836;2026-03-24\|12.34\|1.23\|12.43\|12.48\|11.94\|944119;2026-03-25\|12.66\|2.59\|12.38\|12.83\|12.38\|963698;2026-03-26\|12.23\|-3.40\|12.54\|12.59\|12.15\|700317;2026-03-27\|12.25\|0.16\|11.99\|12.39\|11.93\|675471;2026-03-30\|12.20\|-0.41\|12.01\|12.22\|11.78\|724316;2026-03-31\|11.64\|-4.59\|12.15\|12.17\|11.63\|1047100;2026-04-01\|11.93\|2.49\|11.95\|12.04\|11.80\|822934;2026-04-02\|11.55\|-3.19\|11.93\|11.93\|11.43\|677166;2026-04-03\|11.36\|-1.65\|11.56\|11.61\|11.30\|581277;2026-04-07\|11.46\|0.88\|11.45\|11.58\|11.39\|487676;2026-04-08\|12.16\|6.11\|11.80\|12.16\|11.79\|1071398;2026-04-09\|12.13\|-0.25\|12.00\|12.34\|11.92\|1154029;2026-04-10\|12.24\|0.91\|12.32\|12.48\|12.23\|885623;2026-04-13\|12.36\|0.98\|12.13\|12.53\|12.09\|849257;2026-04-14\|12.69\|2.67\|12.52\|12.72\|12.49\|1146908;2026-04-15\|12.46\|-1.81\|12.74\|12.80\|12.38\|995415;2026-04-16\|12.54\|0.64\|12.45\|12.55\|12.36\|701884;2026-04-17\|12.74\|1.59\|12.50\|12.85\|12.46\|1085455;2026-04-20\|12.76\|0.16\|12.78\|12.90\|12.67\|907766;2026-04-21\|12.55\|-1.65\|12.70\|12.73\|12.34\|923714;2026-04-22\|12.81\|2.07\|12.50\|12.84\|12.46\|969589;2026-04-23\|12.47\|-2.65\|12.88\|12.92\|12.39\|922515;2026-04-24\|12.45\|-0.16\|12.41\|12.77\|12.41\|846338;2026-04-27\|12.89\|3.53\|12.65\|12.97\|12.59\|1457131;2026-04-28\|12.65\|-1.86\|12.87\|12.89\|12.46\|1155628;2026-04-29\|12.77\|0.95\|12.65\|12.91\|12.57\|1107505;2026-04-30\|13.11\|2.66\|12.86\|13.16\|12.77\|1947739;2026-05-06\|13.62\|3.89\|13.68\|14.06\|13.58\|2808847;2026-05-07\|13.94\|2.35\|13.85\|13.98\|13.53\|2193162;2026-05-08\|13.74\|-1.43\|13.70\|13.85\|13.45\|1844710;2026-05-11\|14.74\|7.28\|14.01\|14.75\|14.01\|3194996;2026-05-12\|14.43\|-2.10\|14.80\|14.80\|14.31\|2235514;2026-05-13\|14.63\|1.39\|14.08\|14.75\|13.91\|2493725;2026-05-14\|14.26\|-2.53\|14.67\|14.88\|14.25\|2086658;2026-05-15\|14.30\|0.28\|14.28\|14.77\|13.89\|2548285;2026-05-18\|14.69\|2.73\|14.30\|15.05\|14.22\|2937841;2026-05-19\|15.30\|4.15\|14.50\|15.44\|14.23\|3419095;2026-05-20\|15.88\|3.79\|15.15\|16.78\|15.05\|5000696;2026-05-21\|15.19\|-4.35\|16.00\|16.46\|15.08\|4601791;2026-05-22\|15.43\|1.58\|15.43\|15.52\|14.68\|3422512;2026-05-25\|16.97\|9.98\|16.00\|16.97\|15.91\|2912413;2026-05-26\|18.67\|10.02\|18.67\|18.67\|18.16\|6039309;2026-05-27\|20.15\|7.93\|19.75\|20.54\|19.40\|12106516;2026-05-28\|21.49\|6.65\|20.15\|21.96\|20.15\|9237325;2026-05-29\|19.34\|-10.00\|21.07\|21.50\|19.34\|8017977;2026-06-01\|18.43\|-4.71\|19.65\|20.27\|18.26\|6747937;2026-06-02\|18.33\|-0.54\|18.25\|18.65\|17.51\|5548409;2026-06-03\|19.16\|4.53\|18.48\|20.10\|18.36\|6694448;2026-06-04\|19.26\|0.52\|18.66\|19.50\|18.55\|4313199;2026-06-05\|18.08\|-6.13\|18.98\|19.16\|17.89\|4088680;2026-06-08\|16.80\|-7.08\|16.92\|17.55\|16.55\|3311611;2026-06-09\|17.64\|5.00\|17.39\|17.73\|16.81\|2746348;2026-06-10\|17.11\|-2.89\|17.31\|17.76\|16.85\|2379071;2026-06-11\|16.75\|-2.10\|17.06\|17.20\|16.52\|2140488;2026-06-12\|16.06\|-4.12\|17.35\|17.53\|16.01\|3032927;2026-06-15\|17.13\|6.66\|16.38\|17.14\|16.07\|2950442;2026-06-16\|17.82\|4.03\|17.30\|18.05\|17.20\|3443888;2026-06-17\|19.05\|6.90\|17.50\|19.19\|17.45\|5197749;2026-06-18\|19.61\|2.94\|19.30\|19.94\|19.05\|4711825;2026-06-22\|20.44\|4.23\|19.99\|20.49\|19.50\|5656225;2026-06-23\|19.54\|-4.40\|20.08\|20.88\|19.28\|4149311;2026-06-24\|20.98\|7.37\|19.40\|21.21\|19.08\|5936932;2026-06-25\|22.40\|6.77\|21.38\|22.65\|20.73\|5483766;2026-06-26\|22.56\|0.71\|21.90\|23.86\|21.71\|6591789;2026-06-29\|21.92\|-2.84\|22.73\|23.50\|20.58\|6090539;2026-06-30\|22.31\|1.78\|21.85\|22.68\|20.82\|4683467;2026-07-01\|21.86\|-2.02\|22.54\|23.64\|21.28\|5267792;2026-07-02\|20.27\|-7.27\|20.69\|21.47\|19.67\|4285333;2026-07-03\|19.51\|-3.75\|20.28\|20.54\|19.44\|3235902;2026-07-06\|19.94\|2.20\|20.10\|20.86\|19.51\|3467675;2026-07-07\|21.93\|9.98\|19.84\|21.93\|19.46\|5626384;2026-07-08\|21.57\|-1.64\|22.97\|23.42\|20.70\|6715129;2026-07-09\|23.73\|10.01\|21.75\|23.73\|21.41\|4621013;2026-07-10\|25.31\|6.66\|26.10\|26.10\|25.10\|4948817;2026-07-13\|24.13\|-4.66\|25.07\|26.81\|23.85\|8156766;2026-07-14\|25.68\|6.42\|23.72\|26.40\|23.72\|8390606;2026-07-15\|23.11\|-10.01\|25.04\|25.22\|23.11\|6399667
111671	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	并购华力微+存储芯片+上海国资行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年1月1日公告，公司拟发行股份收购华力微97.4988%股权并配套募资，交易完成后将新增约4万片/月12英寸产能，55/40nm特色工艺互补，强化规模优势。 2、据2026年5月15日一季报，公司26Q1营收46.25亿元、同比增18.22%，归母净利1.40亿元、同比增513.10%，并指引26Q2营收6.9-7亿美元、毛利率14%-16%，业绩超预期。 3、据2026年5月15日年报，公司是全球第五、中国大陆第二的纯晶圆代工龙头，2025年8寸及12寸平均产能利用率超100%，无锡FAB9单月投片已突破4万片，12英寸营收占比约60%，主营嵌入式/独立式非易失性存储器、功率器件等特色工艺平台。	媒体报道称据公司在半导体技术上取得新突破	2026-03-05\|116.18\|1.29\|117.35\|118.80\|114.98\|132083;2026-03-06\|117.79\|1.39\|115.22\|119.49\|115.01\|121858;2026-03-09\|114.71\|-2.61\|112.40\|115.30\|110.11\|139810;2026-03-10\|118.46\|3.27\|118.05\|119.21\|115.43\|144050;2026-03-11\|123.75\|4.47\|120.33\|128.88\|120.30\|256449;2026-03-12\|126.60\|2.30\|122.99\|130.66\|122.50\|203030;2026-03-13\|119.12\|-5.91\|124.77\|125.00\|118.23\|180310;2026-03-16\|133.65\|12.20\|118.80\|139.33\|116.50\|379953;2026-03-17\|126.78\|-5.14\|129.99\|132.39\|125.25\|292166;2026-03-18\|127.60\|0.65\|129.00\|129.78\|123.00\|221678;2026-03-19\|120.90\|-5.25\|123.00\|123.90\|119.53\|206234;2026-03-20\|116.00\|-4.05\|122.83\|123.32\|115.91\|172399;2026-03-23\|109.68\|-5.45\|113.00\|114.80\|108.50\|174169;2026-03-24\|114.25\|4.17\|112.01\|114.49\|107.14\|166980;2026-03-25\|116.84\|2.27\|114.53\|118.50\|114.53\|158258;2026-03-26\|111.58\|-4.50\|116.40\|116.84\|110.86\|134219;2026-03-27\|112.59\|0.91\|109.03\|114.75\|107.91\|124082;2026-03-30\|110.80\|-1.59\|110.38\|111.77\|107.86\|113525;2026-03-31\|105.90\|-4.42\|110.80\|110.80\|105.55\|129831;2026-04-01\|113.95\|7.60\|110.00\|114.55\|108.50\|182023;2026-04-02\|108.99\|-4.35\|112.01\|113.00\|108.02\|104377;2026-04-03\|107.41\|-1.45\|110.06\|110.87\|107.20\|78214;2026-04-07\|111.51\|3.82\|108.00\|113.37\|107.98\|136334;2026-04-08\|120.28\|7.86\|117.00\|120.97\|116.51\|194827;2026-04-09\|119.62\|-0.55\|118.00\|122.55\|116.39\|135090;2026-04-10\|121.61\|1.66\|122.10\|123.44\|120.84\|147403;2026-04-13\|119.02\|-2.13\|120.36\|124.00\|118.90\|141730;2026-04-14\|122.57\|2.98\|121.89\|124.85\|121.05\|153373;2026-04-15\|123.34\|0.63\|123.00\|129.50\|122.81\|207490;2026-04-16\|125.13\|1.45\|123.56\|127.53\|122.30\|142880;2026-04-17\|124.61\|-0.42\|123.55\|127.99\|122.55\|125434;2026-04-20\|130.75\|4.93\|126.44\|130.80\|125.00\|194211;2026-04-21\|128.56\|-1.68\|129.49\|129.59\|125.60\|143888;2026-04-22\|129.34\|0.61\|127.08\|130.00\|126.59\|148907;2026-04-23\|123.59\|-4.45\|131.00\|131.20\|122.23\|181946;2026-04-24\|138.80\|12.31\|123.18\|141.80\|120.36\|447032;2026-04-27\|143.10\|3.10\|138.00\|144.54\|137.07\|312971;2026-04-28\|138.08\|-3.51\|141.42\|143.68\|137.18\|206908;2026-04-29\|132.16\|-4.29\|135.01\|136.81\|126.04\|294620;2026-04-30\|141.00\|6.69\|133.00\|142.00\|130.00\|367902;2026-05-06\|152.00\|7.80\|145.01\|158.65\|145.00\|381166;2026-05-07\|165.92\|9.16\|154.70\|169.98\|149.88\|348686;2026-05-08\|158.96\|-4.19\|160.46\|162.00\|153.87\|314120;2026-05-11\|164.41\|3.43\|165.00\|169.18\|162.20\|275012;2026-05-12\|160.66\|-2.28\|163.76\|165.59\|158.00\|237340;2026-05-13\|160.62\|-0.02\|158.10\|161.31\|153.80\|222080;2026-05-14\|157.86\|-1.72\|163.27\|164.00\|154.50\|200540;2026-05-15\|150.09\|-4.92\|162.00\|168.66\|147.71\|431421;2026-05-18\|147.80\|-1.53\|148.91\|154.17\|146.18\|248058;2026-05-19\|149.74\|1.31\|146.50\|150.50\|140.00\|265914;2026-05-20\|177.80\|18.74\|148.20\|178.80\|147.50\|544144;2026-05-21\|169.00\|-4.95\|177.72\|185.00\|166.96\|431729;2026-05-22\|179.00\|5.92\|169.00\|182.54\|163.66\|398938;2026-05-25\|214.80\|20.00\|183.00\|214.80\|179.00\|501922;2026-05-26\|222.42\|3.55\|214.80\|228.88\|209.99\|525254;2026-05-27\|215.61\|-3.06\|217.98\|230.50\|214.57\|406616;2026-05-28\|249.65\|15.79\|217.70\|258.00\|217.70\|436241;2026-05-29\|236.68\|-5.20\|250.36\|252.83\|232.30\|392213;2026-06-01\|222.90\|-5.82\|241.41\|245.88\|217.97\|414451;2026-06-02\|226.50\|1.62\|225.00\|234.37\|220.00\|290079;2026-06-03\|233.24\|2.98\|226.30\|246.33\|221.58\|310971;2026-06-04\|244.00\|4.61\|227.36\|253.30\|225.10\|286959;2026-06-05\|227.00\|-6.97\|234.01\|247.50\|224.00\|312402;2026-06-08\|213.80\|-5.82\|207.66\|222.50\|207.66\|237449;2026-06-09\|227.40\|6.36\|220.11\|231.38\|210.74\|267099;2026-06-10\|221.81\|-2.46\|226.03\|238.50\|220.00\|240877;2026-06-11\|221.35\|-0.21\|223.13\|228.50\|213.00\|213937;2026-06-12\|218.37\|-1.35\|235.35\|238.88\|218.18\|350611;2026-06-15\|238.28\|9.12\|220.00\|243.31\|215.50\|277267;2026-06-16\|238.50\|0.09\|238.28\|244.22\|232.60\|220470;2026-06-17\|260.70\|9.31\|232.00\|261.20\|229.70\|281703;2026-06-18\|277.81\|6.56\|258.00\|293.10\|255.00\|264871;2026-06-22\|280.00\|0.79\|280.02\|285.97\|264.53\|256794;2026-06-23\|292.08\|4.31\|278.00\|302.00\|272.40\|252819;2026-06-24\|316.01\|8.19\|285.50\|326.76\|284.00\|284595;2026-06-25\|330.36\|4.54\|315.00\|336.00\|308.20\|248068;2026-06-26\|323.00\|-2.23\|320.00\|337.96\|310.80\|222702;2026-06-29\|339.14\|5.00\|321.98\|346.30\|320.00\|230884;2026-06-30\|336.30\|-0.84\|335.00\|347.80\|329.19\|194819;2026-07-01\|315.61\|-6.15\|340.00\|345.08\|312.60\|258701;2026-07-02\|284.50\|-9.86\|300.00\|309.00\|281.71\|275899;2026-07-03\|285.00\|0.18\|288.00\|300.54\|280.01\|212776;2026-07-06\|309.68\|8.66\|293.66\|319.95\|280.00\|264724;2026-07-07\|324.00\|4.62\|308.04\|335.00\|300.10\|223255;2026-07-08\|358.40\|10.62\|327.68\|377.00\|317.00\|288283;2026-07-09\|400.50\|11.75\|365.00\|401.00\|348.30\|305752;2026-07-10\|369.87\|-7.65\|393.03\|407.98\|368.00\|306079;2026-07-13\|350.00\|-5.37\|360.00\|385.93\|344.80\|262557;2026-07-14\|352.59\|0.74\|355.03\|365.22\|324.00\|276522;2026-07-15\|331.80\|-5.90\|352.59\|359.53\|328.38\|22745754
111670	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	先进封装+AI芯片+转债赎回行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月24日业绩说明会，扇出式封装（Fan-out）及 2.5D/3D 封装工艺，相关产品线均已实现通线，基于硅转接板和硅桥方案的 2.5D 产品均实现客户送样，目前正在与部分客户进行产品验证。公司前期已经发布了可转债的募集说明书，募投项目规划的相关产能为 5000 片/月，后续会根据客户需求及国产先进制程产能释放节奏进行扩产。2026 年资本开支规划约 40 亿元，主要投向成熟封装扩产、先进封装产品线等。 2、据2026年4月21日年报，2025年晶圆级封测收入1.95亿元，同比增84.22%，公司全部产品均为FC、SiP、BGA等中高端先进封装，客户结构优化，24家客户销售额超5000万元。 3、据2026年5月22日公告，公司触发“甬矽转债”提前赎回条件，董事会决定行使赎回权。	公司聚焦中高端封装业务，全部产品基本均为QFN/DFN、Hybrid-BGA、WBLGA等中高端先进封装形式，并在系统级封装（SiP）、高密度细间距凸点倒装产品（FC类产品）等先进封装领域具有较为突出的工艺优势和技术先进性	2026-03-05\|42.92\|-1.63\|45.01\|45.35\|42.35\|138872;2026-03-06\|42.21\|-1.65\|42.48\|43.35\|42.08\|109431;2026-03-09\|39.91\|-5.45\|40.00\|40.40\|38.00\|159981;2026-03-10\|42.19\|5.71\|40.91\|42.69\|40.75\|133260;2026-03-11\|40.86\|-3.15\|42.17\|42.69\|40.67\|99762;2026-03-12\|40.00\|-2.10\|40.61\|41.18\|39.20\|96058;2026-03-13\|39.11\|-2.23\|39.46\|40.38\|38.94\|75331;2026-03-16\|39.88\|1.97\|39.00\|39.94\|37.80\|109935;2026-03-17\|38.35\|-3.84\|40.00\|40.18\|38.26\|63815;2026-03-18\|39.34\|2.58\|38.75\|39.53\|38.37\|65079;2026-03-19\|38.19\|-2.92\|38.61\|38.93\|37.88\|66127;2026-03-20\|36.86\|-3.48\|38.60\|38.72\|36.58\|90618;2026-03-23\|34.75\|-5.72\|36.06\|37.00\|34.35\|116322;2026-03-24\|35.94\|3.42\|35.53\|36.26\|34.30\|97678;2026-03-25\|36.33\|1.09\|36.29\|37.34\|35.94\|95045;2026-03-26\|36.80\|1.29\|36.00\|38.18\|35.82\|178676;2026-03-27\|37.50\|1.90\|36.05\|38.10\|35.80\|109800;2026-03-30\|38.31\|2.16\|37.00\|39.10\|36.10\|146943;2026-03-31\|36.84\|-3.84\|38.00\|38.37\|36.66\|89777;2026-04-01\|39.74\|7.87\|38.00\|40.27\|37.43\|191564;2026-04-02\|38.14\|-4.03\|38.96\|39.94\|37.70\|115849;2026-04-03\|38.02\|-0.31\|38.22\|38.88\|37.89\|106522;2026-04-07\|39.80\|4.68\|38.14\|40.47\|38.14\|183791;2026-04-08\|42.91\|7.81\|41.50\|43.15\|40.90\|157208;2026-04-09\|44.02\|2.59\|42.51\|46.28\|42.30\|210133;2026-04-10\|43.14\|-2.00\|45.02\|46.22\|43.11\|150887;2026-04-13\|45.30\|5.01\|42.80\|45.88\|42.80\|179532;2026-04-14\|47.66\|5.21\|45.90\|48.15\|45.11\|180602;2026-04-15\|47.53\|-0.27\|48.00\|49.25\|47.31\|168015;2026-04-16\|48.65\|2.36\|48.34\|49.68\|47.82\|125301;2026-04-17\|48.20\|-0.93\|48.38\|49.73\|47.50\|112839;2026-04-20\|47.48\|-1.49\|48.00\|48.80\|45.93\|178327;2026-04-21\|44.68\|-5.90\|46.24\|46.79\|43.94\|207001;2026-04-22\|47.85\|7.09\|44.88\|48.82\|43.34\|231696;2026-04-23\|45.95\|-3.97\|47.74\|47.99\|45.31\|123850;2026-04-24\|46.79\|1.83\|45.78\|48.44\|45.06\|192917;2026-04-27\|48.80\|4.30\|47.50\|49.83\|46.97\|185115;2026-04-28\|47.60\|-2.46\|48.00\|50.34\|47.18\|141933;2026-04-29\|46.72\|-1.85\|47.07\|47.90\|46.01\|97385;2026-04-30\|49.21\|5.33\|47.30\|49.55\|47.00\|166850;2026-05-06\|48.81\|-0.81\|51.00\|52.00\|48.70\|218796;2026-05-07\|49.99\|2.42\|49.00\|51.58\|48.11\|271358;2026-05-08\|48.39\|-3.20\|48.80\|48.97\|47.50\|162946;2026-05-11\|51.29\|5.99\|50.01\|52.26\|49.25\|252123;2026-05-12\|50.59\|-1.36\|51.99\|53.26\|49.60\|257220;2026-05-13\|50.17\|-0.83\|48.99\|50.56\|48.18\|276563;2026-05-14\|51.11\|1.87\|50.10\|52.76\|49.00\|308619;2026-05-15\|50.30\|-1.58\|53.26\|55.60\|49.60\|347956;2026-05-18\|47.50\|-5.57\|50.32\|50.90\|47.02\|357030;2026-05-19\|51.43\|8.27\|47.00\|51.50\|45.68\|358003;2026-05-20\|54.82\|6.59\|51.40\|56.95\|50.61\|376617;2026-05-21\|52.87\|-3.56\|54.83\|58.51\|52.66\|403949;2026-05-22\|56.30\|6.49\|52.87\|57.09\|51.56\|345657;2026-05-25\|67.56\|20.00\|58.20\|67.56\|56.66\|532819;2026-05-26\|75.58\|11.87\|74.88\|78.16\|68.80\|858282;2026-05-27\|68.91\|-8.83\|70.90\|75.13\|68.02\|619496;2026-05-28\|74.11\|7.55\|68.31\|74.88\|66.88\|515125;2026-05-29\|64.05\|-13.57\|72.05\|72.60\|63.78\|472516;2026-06-01\|59.66\|-6.85\|64.95\|65.80\|59.48\|333625;2026-06-02\|60.10\|0.74\|59.66\|62.09\|58.00\|313026;2026-06-03\|60.98\|1.46\|59.00\|64.16\|59.00\|351571;2026-06-04\|63.19\|3.62\|59.04\|63.95\|57.82\|346977;2026-06-05\|57.60\|-8.85\|60.04\|61.40\|57.42\|334650;2026-06-08\|52.58\|-8.72\|52.61\|55.26\|51.79\|289265;2026-06-09\|56.98\|8.37\|54.20\|57.83\|52.30\|400084;2026-06-10\|58.25\|2.23\|56.10\|59.57\|55.34\|361969;2026-06-11\|63.99\|9.85\|58.50\|64.64\|57.80\|497352;2026-06-12\|58.40\|-8.74\|66.00\|66.01\|58.00\|460115;2026-06-15\|63.08\|8.01\|59.60\|63.24\|56.82\|327047;2026-06-16\|64.85\|2.81\|65.00\|69.46\|64.08\|484676;2026-06-17\|69.40\|7.02\|64.53\|72.00\|63.50\|453806;2026-06-18\|72.50\|4.47\|68.40\|74.14\|68.36\|374585;2026-06-22\|71.88\|-0.86\|74.32\|74.99\|67.71\|456310;2026-06-23\|68.98\|-4.03\|69.07\|71.14\|65.87\|326704;2026-06-24\|76.98\|11.60\|68.50\|78.50\|68.19\|461833;2026-06-25\|77.11\|0.17\|78.00\|79.50\|74.66\|397491;2026-06-26\|75.52\|-2.06\|74.50\|80.56\|74.21\|351730;2026-06-29\|84.95\|12.49\|80.58\|87.99\|78.03\|505343;2026-06-30\|96.40\|13.48\|82.87\|97.61\|81.18\|481833;2026-07-01\|91.31\|-5.28\|95.00\|98.00\|90.33\|352575;2026-07-02\|92.99\|1.84\|88.00\|102.56\|86.80\|490316;2026-07-03\|90.00\|-3.22\|90.00\|93.30\|85.09\|354062;2026-07-06\|95.93\|6.59\|95.30\|103.38\|85.18\|501759;2026-07-07\|102.54\|6.89\|93.99\|106.55\|92.52\|444185;2026-07-08\|98.00\|-4.43\|104.00\|104.20\|93.00\|394061;2026-07-09\|114.80\|17.14\|99.30\|117.00\|98.32\|518242;2026-07-10\|107.20\|-6.62\|115.00\|120.80\|106.16\|501930;2026-07-13\|96.00\|-10.45\|104.87\|111.00\|94.53\|466570;2026-07-14\|94.45\|-1.61\|95.88\|97.88\|87.05\|466532;2026-07-15\|85.81\|-9.15\|96.33\|97.30\|85.38\|37909822
111669	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	功率半导体+人形机器人+MOSFET+先进封装行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年3月27日年报，公司产品技术先进且系列齐全，目前产品型号4000余款，电压覆盖12V~1700V全系列，重点应用领域包括新能源汽车及充电桩、光伏储能、AI服务器和数据中心、无人机、工控自动化、消费电子、5G通讯、智能机器人、智能家居、安防、医疗设备、锂电保护等十余个长期被欧美日功率半导体垄断供应的行业。 2、据2026年3月27日年报，2025年，公司第七代IGBT产品进入批量供货阶段，第八代IGBT产品亦实现市场销售，在光储、工业变频、伺服驱动等领域获得客户认可，逐步形成销售规模。报告期内，公司IGBT产品实现销售收入2.79亿元，占主营业务收入比例为14.9%。 3、据2026年3月27日年报，公司全资子公司电基集成已建成先进封测产线并实现部分芯片自主封测，形成特色产品，满足光伏储能、汽车等高端需求。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-03-05\|41.95\|-0.45\|43.10\|43.42\|41.40\|145632;2026-03-06\|41.78\|-0.41\|41.54\|42.42\|41.43\|99650;2026-03-09\|41.63\|-0.36\|40.93\|41.70\|39.20\|160398;2026-03-10\|43.22\|3.82\|42.48\|43.41\|42.39\|142614;2026-03-11\|43.32\|0.23\|43.30\|43.78\|42.69\|114919;2026-03-12\|42.78\|-1.25\|43.00\|44.22\|42.40\|113299;2026-03-13\|41.32\|-3.41\|42.61\|42.85\|41.28\|104467;2026-03-16\|42.91\|3.85\|41.58\|42.97\|40.70\|139016;2026-03-17\|41.22\|-3.94\|43.26\|43.30\|41.13\|93794;2026-03-18\|42.60\|3.35\|41.51\|42.80\|41.26\|107241;2026-03-19\|41.69\|-2.14\|41.80\|42.25\|41.43\|80220;2026-03-20\|41.70\|0.02\|41.96\|42.58\|41.15\|121253;2026-03-23\|40.68\|-2.45\|40.70\|42.15\|40.08\|137344;2026-03-24\|39.78\|-2.21\|41.42\|41.49\|38.51\|157329;2026-03-25\|40.01\|0.58\|39.92\|40.88\|39.56\|111970;2026-03-26\|39.05\|-2.40\|40.00\|40.42\|38.80\|95895;2026-03-27\|38.04\|-2.59\|37.96\|38.59\|37.08\|132900;2026-03-30\|37.39\|-1.71\|37.45\|37.75\|36.77\|113721;2026-03-31\|36.50\|-2.38\|37.20\|37.43\|36.18\|101319;2026-04-01\|38.05\|4.25\|37.24\|38.15\|36.69\|121614;2026-04-02\|37.23\|-2.16\|37.98\|38.65\|37.00\|79600;2026-04-03\|36.52\|-1.91\|37.37\|37.50\|36.40\|59022;2026-04-07\|36.23\|-0.79\|36.87\|37.08\|36.15\|64701;2026-04-08\|38.63\|6.62\|37.36\|38.99\|37.36\|135418;2026-04-09\|38.31\|-0.83\|38.03\|38.63\|37.83\|72879;2026-04-10\|38.41\|0.26\|38.70\|39.09\|38.30\|79143;2026-04-13\|37.90\|-1.33\|37.78\|38.64\|37.69\|89665;2026-04-14\|38.59\|1.82\|38.22\|38.76\|38.02\|90217;2026-04-15\|37.69\|-2.33\|38.51\|38.82\|37.44\|108896;2026-04-16\|37.89\|0.53\|37.70\|38.00\|37.39\|98499;2026-04-17\|37.71\|-0.48\|37.66\|38.29\|37.43\|126570;2026-04-20\|38.72\|2.68\|37.75\|38.95\|37.74\|162459;2026-04-21\|38.38\|-0.88\|38.70\|38.82\|37.45\|172460;2026-04-22\|38.77\|1.02\|38.05\|39.06\|38.01\|168301;2026-04-23\|38.08\|-1.78\|39.00\|39.72\|37.90\|186715;2026-04-24\|38.79\|1.86\|38.04\|39.66\|38.04\|226725;2026-04-27\|40.10\|3.38\|38.88\|40.13\|38.50\|235061;2026-04-28\|39.85\|-0.62\|39.51\|40.73\|39.12\|247797;2026-04-29\|39.77\|-0.20\|39.55\|40.23\|39.11\|170018;2026-04-30\|40.68\|2.29\|39.50\|40.89\|39.11\|234081;2026-05-06\|41.34\|1.62\|41.58\|42.80\|41.29\|291283;2026-05-07\|41.83\|1.19\|41.50\|41.93\|40.95\|186919;2026-05-08\|44.52\|6.43\|41.40\|45.46\|40.86\|392830;2026-05-11\|47.08\|5.75\|46.00\|47.36\|44.75\|398818;2026-05-12\|48.15\|2.27\|46.31\|49.80\|45.75\|394383;2026-05-13\|51.03\|5.98\|47.50\|51.04\|47.43\|401900;2026-05-14\|49.70\|-2.61\|52.00\|52.08\|49.60\|413422;2026-05-15\|47.99\|-3.44\|50.00\|51.40\|47.11\|398837;2026-05-18\|50.24\|4.69\|47.51\|51.39\|47.09\|323756;2026-05-19\|51.06\|1.63\|49.67\|51.46\|48.40\|267967;2026-05-20\|54.11\|5.97\|50.99\|54.80\|50.60\|331774;2026-05-21\|53.08\|-1.90\|55.80\|59.52\|52.95\|491532;2026-05-22\|57.47\|8.27\|53.89\|58.15\|53.89\|393630;2026-05-25\|63.22\|10.01\|61.00\|63.22\|61.00\|89892;2026-05-26\|64.35\|1.79\|65.37\|65.37\|60.05\|604674;2026-05-27\|68.70\|6.76\|65.41\|70.79\|64.35\|618456;2026-05-28\|69.50\|1.16\|70.77\|70.77\|66.37\|495323;2026-05-29\|66.61\|-4.16\|69.00\|69.32\|64.80\|415667;2026-06-01\|62.05\|-6.85\|65.55\|66.61\|61.60\|343670;2026-06-02\|62.01\|-0.06\|61.99\|63.41\|59.73\|277165;2026-06-03\|64.66\|4.27\|63.97\|66.68\|63.41\|308087;2026-06-04\|63.78\|-1.36\|63.45\|66.80\|63.30\|211023;2026-06-05\|60.08\|-5.80\|62.60\|63.68\|59.88\|274956;2026-06-08\|56.35\|-6.21\|56.49\|59.00\|55.10\|213389;2026-06-09\|61.99\|10.01\|58.10\|61.99\|56.22\|213609;2026-06-10\|58.88\|-5.02\|60.89\|61.82\|57.59\|223504;2026-06-11\|58.39\|-0.83\|58.88\|60.52\|57.51\|191223;2026-06-12\|59.57\|2.02\|60.68\|62.44\|58.71\|298993;2026-06-15\|65.53\|10.01\|62.00\|65.53\|59.19\|304898;2026-06-16\|66.33\|1.52\|66.60\|68.94\|66.15\|260991;2026-06-17\|71.15\|7.27\|66.15\|71.81\|66.10\|250001;2026-06-18\|74.30\|4.43\|70.46\|74.69\|70.11\|278853;2026-06-22\|74.57\|0.36\|76.67\|78.82\|72.65\|325947;2026-06-23\|79.91\|7.16\|73.89\|82.03\|73.40\|375698;2026-06-24\|79.49\|-0.53\|78.05\|81.90\|76.00\|407208;2026-06-25\|80.83\|1.69\|79.48\|81.35\|77.25\|304428;2026-06-26\|83.13\|2.85\|80.00\|86.78\|79.51\|322438;2026-06-29\|90.13\|8.42\|85.65\|91.44\|85.08\|434682;2026-06-30\|99.14\|10.00\|90.69\|99.14\|89.00\|337749;2026-07-01\|92.20\|-7.00\|104.04\|104.43\|90.66\|477986;2026-07-02\|83.38\|-9.57\|88.43\|90.42\|82.98\|346744;2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359218;2026-07-13\|67.29\|-8.25\|70.47\|73.90\|66.90\|297110;2026-07-14\|70.16\|4.27\|67.39\|71.79\|65.99\|235160;2026-07-15\|64.71\|-7.77\|71.56\|71.56\|64.06\|213249
111668		钠电扩产+CCUS+烟气治理行业原因： 4月21日，在宁德时代2026年“超级科技日”发布会上，公司表示，钠离子电池在高温、极寒等出行场景以及储能领域有广阔场景，目前宁德时代已经解决了钠离子电池制造环节的核心问题，年内将实现大规模量产。公司原因： 1、据2026年2月28日公告，公司与屏山县政府签署《年产2万吨钠电正极材料项目投资协议》，一期投资5亿元，后续拟建年产10万吨钠电正极材料及6GWh电芯项目，总投资约32亿元。 2、据2025年10月28日机构调研，公司TX-1碳捕集吸收剂已用于万吨级船用装置，海外已收10余条商机线索，CCUS国内外同步拓展。 3、据2026年4月16日年报，公司是国内少数同时掌握干法、半干法、湿法脱硫及低温SCR脱硝等超低排放技术的综合服务商，2025年营收7.24亿元，净利7397.94万元。	公司与中科大签署共建储能电池材料及器件联合实验室协议，开展钠离子电池等储能电池电极材料相关研究，并在钠离子电池正极材料研发方面取得成果，产品已向鹏辉能源、国轩高科等多家下游客户送样检测，还计划投建年产2万吨钠离子电池正极材料项目	2026-03-05\|21.89\|0.78\|22.00\|22.22\|21.75\|19934;2026-03-06\|22.88\|4.52\|21.87\|22.93\|20.98\|37414;2026-03-09\|22.53\|-1.53\|22.69\|23.24\|22.35\|41251;2026-03-10\|22.91\|1.69\|22.70\|23.05\|22.53\|25608;2026-03-11\|22.88\|-0.13\|23.05\|23.05\|22.71\|20590;2026-03-12\|22.29\|-2.58\|22.92\|22.92\|22.14\|21971;2026-03-13\|24.52\|10.00\|22.16\|24.52\|22.15\|101966;2026-03-16\|23.25\|-5.18\|24.08\|24.16\|23.06\|132872;2026-03-17\|22.40\|-3.66\|23.20\|23.47\|22.40\|65440;2026-03-18\|21.87\|-2.37\|22.48\|22.61\|21.62\|74276;2026-03-19\|21.16\|-3.25\|21.76\|21.87\|21.06\|55794;2026-03-20\|20.56\|-2.84\|21.20\|21.73\|20.53\|47544;2026-03-23\|19.39\|-5.69\|20.51\|20.51\|19.14\|54310;2026-03-24\|20.39\|5.16\|19.90\|20.43\|19.36\|50990;2026-03-25\|21.10\|3.48\|20.53\|21.40\|20.43\|44190;2026-03-26\|20.86\|-1.14\|21.16\|21.34\|20.65\|33280;2026-03-27\|21.09\|1.10\|20.75\|21.13\|20.64\|33517;2026-03-30\|21.62\|2.51\|20.80\|21.88\|20.76\|40905;2026-03-31\|20.89\|-3.38\|21.55\|21.67\|20.82\|33136;2026-04-01\|20.98\|0.43\|21.28\|21.37\|20.72\|28335;2026-04-02\|20.89\|-0.43\|21.10\|21.46\|20.75\|28570;2026-04-03\|20.15\|-3.54\|20.89\|21.05\|20.03\|21298;2026-04-07\|20.91\|3.77\|20.29\|21.08\|20.24\|31227;2026-04-08\|21.46\|2.63\|21.32\|21.53\|21.14\|25964;2026-04-09\|21.29\|-0.79\|21.40\|21.44\|21.15\|16782;2026-04-10\|21.97\|3.19\|21.54\|22.06\|21.23\|31374;2026-04-13\|22.91\|4.28\|21.80\|23.05\|21.50\|52020;2026-04-14\|22.86\|-0.22\|23.33\|23.93\|22.51\|96993;2026-04-15\|22.59\|-1.18\|22.86\|23.17\|22.58\|35138;2026-04-16\|22.32\|-1.20\|22.52\|22.52\|21.36\|61134;2026-04-17\|22.94\|2.78\|22.22\|23.15\|21.87\|67128;2026-04-20\|22.86\|-0.35\|22.80\|23.50\|22.52\|50381;2026-04-21\|25.15\|10.02\|23.00\|25.15\|22.80\|121187;2026-04-22\|25.14\|-0.04\|27.67\|27.67\|24.93\|323158;2026-04-23\|24.15\|-3.94\|24.30\|24.89\|23.41\|223359;2026-04-24\|24.45\|1.24\|23.84\|25.88\|23.61\|195485;2026-04-27\|23.96\|-2.00\|24.18\|24.38\|22.86\|149181;2026-04-28\|24.32\|1.50\|23.79\|25.58\|23.79\|142072;2026-04-29\|23.67\|-2.67\|24.00\|24.29\|23.50\|109442;2026-04-30\|23.72\|0.21\|23.19\|24.12\|23.10\|82787;2026-05-06\|24.11\|1.64\|23.64\|24.19\|23.41\|91658;2026-05-07\|24.79\|2.82\|23.99\|25.37\|23.87\|114717;2026-05-08\|26.08\|5.20\|24.81\|26.79\|24.47\|120061;2026-05-11\|26.56\|1.84\|25.62\|26.85\|25.51\|92387;2026-05-12\|26.60\|0.15\|26.71\|27.85\|26.41\|83753;2026-05-13\|26.71\|0.41\|26.61\|27.37\|26.11\|62646;2026-05-14\|26.01\|-2.62\|26.68\|27.65\|26.01\|46723;2026-05-15\|25.00\|-3.88\|26.16\|26.16\|24.80\|57112;2026-05-18\|24.85\|-0.60\|24.85\|25.24\|24.35\|46026;2026-05-19\|23.88\|-3.90\|24.86\|24.97\|23.48\|53550;2026-05-20\|23.48\|-1.68\|23.80\|23.80\|22.95\|39846;2026-05-21\|22.81\|-2.85\|23.53\|24.27\|22.76\|50615;2026-05-22\|23.88\|4.69\|22.93\|25.09\|22.75\|112094;2026-05-25\|23.37\|-2.14\|24.81\|25.45\|23.03\|94790;2026-05-26\|22.61\|-3.25\|23.34\|24.30\|22.31\|64440;2026-05-27\|22.05\|-2.48\|22.54\|22.93\|21.97\|39792;2026-05-28\|22.90\|3.85\|21.90\|23.30\|21.44\|49917;2026-05-29\|22.17\|-1.90\|22.80\|23.12\|21.81\|38108;2026-06-01\|23.51\|6.04\|22.17\|23.93\|22.17\|66432;2026-06-02\|22.45\|-4.51\|23.37\|23.68\|22.12\|44115;2026-06-03\|21.85\|-2.67\|22.44\|22.51\|21.61\|36016;2026-06-04\|21.26\|-2.70\|21.81\|21.81\|21.08\|25634;2026-06-05\|20.89\|-1.74\|21.21\|21.29\|20.52\|27086;2026-06-08\|19.84\|-5.03\|20.36\|20.81\|19.36\|41748;2026-06-09\|20.30\|2.32\|20.11\|20.50\|19.65\|30644;2026-06-10\|20.85\|2.71\|20.22\|21.29\|19.50\|44235;2026-06-11\|20.65\|-0.96\|20.55\|21.06\|20.45\|27416;2026-06-12\|20.46\|-0.92\|20.68\|21.03\|20.26\|26374;2026-06-15\|20.21\|-1.22\|20.56\|20.77\|20.10\|28211;2026-06-16\|20.04\|-0.84\|20.21\|20.29\|19.65\|21274;2026-06-17\|19.69\|-1.75\|20.04\|20.04\|19.40\|37912;2026-06-18\|18.94\|-3.81\|19.62\|19.62\|18.92\|32477;2026-06-22\|18.80\|-0.74\|18.98\|18.98\|18.12\|46727;2026-06-23\|18.46\|-1.81\|18.80\|18.80\|18.31\|42603;2026-06-24\|17.85\|-3.30\|18.40\|18.50\|17.53\|36510;2026-06-25\|17.65\|-1.12\|17.82\|18.34\|17.42\|46237;2026-06-26\|16.90\|-4.25\|17.31\|17.49\|16.85\|36251;2026-06-29\|17.67\|4.56\|16.99\|17.87\|16.42\|50197;2026-06-30\|17.43\|-1.36\|17.72\|17.96\|17.21\|29230;2026-07-01\|18.96\|8.78\|17.45\|19.17\|17.14\|89752;2026-07-02\|17.79\|-6.17\|18.77\|18.99\|17.73\|64352;2026-07-03\|17.52\|-1.52\|17.74\|18.07\|17.43\|34335;2026-07-06\|17.25\|-1.54\|17.53\|17.97\|17.23\|25990;2026-07-07\|16.60\|-3.77\|17.18\|17.28\|16.60\|22308;2026-07-08\|16.03\|-3.43\|16.50\|16.57\|16.01\|23368;2026-07-09\|15.96\|-0.44\|15.99\|16.15\|15.51\|24394;2026-07-10\|16.13\|1.07\|15.98\|16.42\|15.90\|22178;2026-07-13\|15.46\|-4.15\|16.07\|16.13\|15.43\|20714;2026-07-14\|16.06\|3.88\|15.62\|16.07\|15.37\|26951;2026-07-15\|15.79\|-1.68\|15.81\|16.13\|15.71\|19808
111667		涨停揭秘：泰瑞机器涨停，受益于制造业设备更新政策落地及注塑机行业集中度提升趋势；涨停缘由：注塑机行业龙头，中报净利润同比增长27.09%；设备更新政策推动存量替换需求，新能源车、光伏等新兴领域拉动专用机型订单增长；资金逻辑：资金偏好业绩确定性强的制造细分龙头，叠加低估值+高分红特征，吸引中线资金配置；风险提示：海外出口面临贸易壁垒风险；通用注塑机价格竞争加剧，毛利率承压	公司为注塑机行业龙头，中报净利润同比增长27.09%	2026-03-05\|10.78\|3.16\|10.55\|10.83\|10.55\|46865;2026-03-06\|11.45\|6.22\|10.80\|11.52\|10.71\|124988;2026-03-09\|11.83\|3.32\|11.25\|11.89\|10.76\|193887;2026-03-10\|11.77\|-0.51\|11.62\|11.89\|11.56\|143265;2026-03-11\|11.70\|-0.59\|11.76\|11.99\|11.64\|124273;2026-03-12\|11.51\|-1.62\|11.68\|11.70\|11.42\|70974;2026-03-13\|11.35\|-1.39\|11.41\|11.58\|11.31\|46416;2026-03-16\|10.96\|-3.44\|11.30\|11.39\|10.92\|78345;2026-03-17\|11.08\|1.09\|10.96\|11.43\|10.89\|88260;2026-03-18\|11.61\|4.78\|11.10\|11.68\|11.00\|105146;2026-03-19\|11.36\|-2.15\|11.46\|11.54\|11.25\|57280;2026-03-20\|11.06\|-2.64\|11.44\|11.44\|10.92\|58281;2026-03-23\|9.95\|-10.04\|10.92\|10.93\|9.95\|94738;2026-03-24\|10.58\|6.33\|10.16\|10.64\|9.72\|120133;2026-03-25\|10.64\|0.57\|10.59\|10.79\|10.59\|65365;2026-03-26\|10.66\|0.19\|10.61\|10.98\|10.59\|70704;2026-03-27\|10.73\|0.66\|10.56\|10.87\|10.51\|62182;2026-03-30\|11.00\|2.52\|10.63\|11.12\|10.60\|74738;2026-03-31\|11.20\|1.82\|11.08\|11.49\|10.93\|88682;2026-04-01\|11.52\|2.86\|11.39\|11.67\|11.31\|83389;2026-04-02\|11.34\|-1.56\|11.46\|11.52\|11.16\|58557;2026-04-03\|10.90\|-3.88\|11.27\|11.36\|10.87\|59651;2026-04-07\|11.29\|3.58\|11.07\|11.41\|10.82\|98222;2026-04-08\|11.90\|5.40\|11.43\|11.90\|11.37\|100644;2026-04-09\|12.05\|1.26\|11.77\|12.15\|11.72\|104557;2026-04-10\|12.12\|0.58\|12.07\|12.36\|11.80\|107440;2026-04-13\|12.11\|-0.08\|12.02\|12.23\|11.81\|81981;2026-04-14\|12.17\|0.50\|12.24\|12.25\|11.88\|77945;2026-04-15\|11.89\|-2.30\|12.22\|12.30\|11.86\|83560;2026-04-16\|12.35\|3.87\|11.94\|12.41\|11.82\|105904;2026-04-17\|12.17\|-1.46\|12.22\|12.34\|11.99\|89606;2026-04-20\|11.95\|-1.81\|12.26\|12.27\|11.95\|68209;2026-04-21\|12.11\|1.34\|12.08\|12.97\|12.06\|171325;2026-04-22\|12.18\|0.58\|12.05\|12.63\|11.97\|129819;2026-04-23\|11.79\|-3.20\|12.29\|12.30\|11.66\|98931;2026-04-24\|11.85\|0.51\|11.71\|12.01\|11.50\|83778;2026-04-27\|11.88\|0.25\|11.90\|11.97\|11.64\|77868;2026-04-28\|11.67\|-1.77\|11.85\|12.07\|11.59\|70266;2026-04-29\|11.47\|-1.71\|11.40\|11.80\|11.01\|112644;2026-04-30\|11.66\|1.66\|11.55\|11.89\|11.47\|74695;2026-05-06\|11.20\|-3.95\|11.65\|11.76\|11.15\|89331;2026-05-07\|11.65\|4.02\|11.37\|12.32\|11.20\|331966;2026-05-08\|12.40\|6.44\|11.70\|12.50\|11.66\|326851;2026-05-11\|12.47\|0.56\|12.46\|12.65\|12.11\|206007;2026-05-12\|12.25\|-1.76\|12.49\|12.87\|12.25\|147602;2026-05-13\|12.04\|-1.71\|12.14\|12.37\|11.98\|109948;2026-05-14\|11.46\|-4.82\|12.05\|12.09\|11.45\|113254;2026-05-15\|11.08\|-3.32\|11.40\|11.50\|10.81\|120142;2026-05-18\|11.51\|3.88\|10.97\|11.68\|10.74\|139138;2026-05-19\|11.51\|0.00\|11.49\|11.76\|11.40\|92485;2026-05-20\|11.38\|-1.13\|11.40\|11.58\|11.12\|73983;2026-05-21\|11.17\|-1.85\|11.39\|11.95\|11.16\|118946;2026-05-22\|12.13\|8.59\|11.16\|12.29\|11.10\|211656;2026-05-25\|12.39\|2.14\|12.13\|12.50\|12.07\|162784;2026-05-26\|12.31\|-0.65\|12.17\|12.70\|12.06\|118833;2026-05-27\|11.46\|-6.91\|12.29\|12.31\|11.40\|104031;2026-05-28\|11.29\|-1.48\|11.46\|11.56\|11.01\|97030;2026-05-29\|10.55\|-6.55\|11.29\|11.36\|10.40\|120149;2026-06-01\|10.63\|0.76\|10.40\|10.95\|10.31\|94292;2026-06-02\|10.24\|-3.67\|10.54\|10.66\|10.19\|77290;2026-06-03\|10.12\|-1.17\|10.26\|10.42\|9.94\|85812;2026-06-04\|9.68\|-2.91\|10.17\|10.83\|9.59\|100056;2026-06-05\|9.75\|0.72\|9.82\|10.02\|9.33\|110416;2026-06-08\|9.55\|-2.05\|9.68\|9.97\|9.40\|87807;2026-06-09\|9.54\|-0.10\|9.52\|9.83\|9.39\|73786;2026-06-10\|9.24\|-3.14\|9.83\|9.83\|9.02\|84947;2026-06-11\|9.05\|-2.06\|9.23\|9.23\|8.82\|62652;2026-06-12\|8.98\|-0.77\|9.12\|9.28\|8.93\|62941;2026-06-15\|9.03\|0.56\|8.98\|9.21\|8.92\|64424;2026-06-16\|9.30\|2.99\|8.97\|9.36\|8.79\|60856;2026-06-17\|9.06\|-2.58\|9.21\|9.31\|9.01\|50894;2026-06-18\|9.12\|0.66\|9.00\|9.23\|8.88\|43296;2026-06-22\|8.82\|-3.29\|9.15\|9.34\|8.47\|99529;2026-06-23\|8.87\|0.57\|8.76\|9.08\|8.71\|59380;2026-06-24\|8.46\|-4.62\|8.80\|8.87\|8.40\|57124;2026-06-25\|8.16\|-3.55\|8.46\|8.50\|8.11\|53730;2026-06-26\|8.05\|-1.35\|8.20\|8.23\|7.97\|47132;2026-06-29\|7.99\|-0.75\|8.02\|8.10\|7.67\|51946;2026-06-30\|8.07\|1.00\|8.01\|8.24\|7.88\|38284;2026-07-01\|8.18\|1.36\|8.00\|8.33\|8.00\|48017;2026-07-02\|8.15\|-0.37\|8.18\|8.47\|8.12\|45639;2026-07-03\|8.50\|4.29\|8.24\|8.69\|8.16\|61361;2026-07-06\|8.22\|-3.29\|8.52\|8.57\|8.14\|50646;2026-07-07\|8.15\|-0.85\|8.24\|8.36\|8.04\|39026;2026-07-08\|8.27\|1.47\|8.16\|8.41\|8.03\|61932;2026-07-09\|8.23\|-0.48\|8.22\|8.65\|8.07\|75686;2026-07-10\|8.35\|1.46\|8.18\|8.62\|8.15\|59254;2026-07-13\|8.17\|-2.16\|8.35\|8.36\|8.14\|53379;2026-07-14\|8.38\|2.57\|8.20\|8.38\|8.10\|41281;2026-07-15\|8.30\|-0.95\|8.29\|8.46\|8.15\|34239
111666		涨停揭秘：大众消费品板块结构性改善趋势显现，公司聚焦B端速冻面米制品，一季度净利润同比+5.4%；涨停缘由：专注餐饮供应链，绑定头部连锁餐饮客户；一季度净利润同比增长5.4%；受益于餐饮业复苏及预制菜渗透率提升；政策支持食品工业高质量发展；资金逻辑：机构资金缓慢加仓，餐饮产业链配置逻辑强化，低估值+细分龙头属性增强配置吸引力；风险提示：B端客户集中度高，议价能力偏弱，原材料成本上行压力未完全传导，盈利弹性有限	公司聚焦速冻面米制品餐饮市场，主营业务为面向餐饮企业的速冻面米制品的研产销；一季度净利润同比增长5.4%	2026-03-05\|38.80\|4.44\|37.80\|39.00\|37.29\|28233;2026-03-06\|38.07\|-1.88\|38.62\|38.96\|37.90\|17394;2026-03-09\|37.15\|-2.42\|37.80\|37.96\|36.62\|21379;2026-03-10\|37.70\|1.48\|37.50\|38.07\|37.26\|17911;2026-03-11\|36.38\|-3.50\|37.70\|37.91\|36.31\|22706;2026-03-12\|35.62\|-2.09\|36.35\|36.47\|35.40\|22160;2026-03-13\|35.48\|-0.39\|35.50\|36.07\|35.33\|14740;2026-03-16\|36.97\|4.20\|35.40\|37.10\|35.14\|29212;2026-03-17\|36.82\|-0.41\|37.02\|37.66\|36.60\|21302;2026-03-18\|36.40\|-1.14\|36.90\|36.95\|36.11\|13175;2026-03-19\|36.55\|0.41\|36.35\|36.80\|35.50\|19334;2026-03-20\|36.70\|0.41\|36.57\|37.77\|36.40\|26939;2026-03-23\|33.71\|-8.15\|36.36\|36.48\|33.25\|39896;2026-03-24\|34.65\|2.79\|34.40\|34.80\|33.87\|21248;2026-03-25\|34.85\|0.58\|34.72\|34.96\|34.51\|10205;2026-03-26\|34.89\|0.11\|35.19\|35.49\|34.58\|13796;2026-03-27\|36.23\|3.84\|34.79\|36.79\|34.29\|32824;2026-03-30\|38.05\|5.02\|35.55\|38.16\|35.51\|45306;2026-03-31\|37.87\|-0.47\|38.25\|39.43\|37.75\|34234;2026-04-01\|39.77\|5.02\|38.40\|40.31\|38.20\|53090;2026-04-02\|39.88\|0.28\|39.51\|39.96\|39.01\|27711;2026-04-03\|38.63\|-3.13\|39.84\|40.30\|38.40\|25833;2026-04-07\|38.11\|-1.35\|38.63\|38.82\|37.80\|17140;2026-04-08\|38.84\|1.92\|38.52\|39.19\|38.27\|22141;2026-04-09\|38.55\|-0.75\|38.70\|38.80\|38.10\|14463;2026-04-10\|38.70\|0.39\|38.74\|39.29\|38.60\|15144;2026-04-13\|38.20\|-1.29\|38.68\|38.90\|37.20\|22198;2026-04-14\|37.97\|-0.60\|38.74\|38.74\|37.70\|23962;2026-04-15\|38.28\|0.82\|38.00\|39.09\|37.93\|29238;2026-04-16\|38.75\|1.23\|38.38\|38.95\|37.80\|34003;2026-04-17\|39.49\|1.91\|39.00\|39.50\|38.44\|28425;2026-04-20\|39.53\|0.10\|39.50\|39.63\|38.72\|25037;2026-04-21\|39.63\|0.25\|39.53\|39.85\|39.24\|17472;2026-04-22\|39.45\|-0.45\|39.63\|40.00\|39.27\|20172;2026-04-23\|43.40\|10.01\|39.46\|43.40\|39.30\|82388;2026-04-24\|43.11\|-0.67\|43.41\|44.51\|42.32\|61363;2026-04-27\|46.00\|6.70\|43.15\|46.62\|42.88\|124275;2026-04-28\|46.21\|0.46\|45.80\|46.70\|44.73\|57552;2026-04-29\|42.60\|-7.81\|47.00\|49.20\|41.59\|153873;2026-04-30\|46.86\|10.00\|41.97\|46.86\|41.80\|97854;2026-05-06\|48.36\|3.20\|47.01\|49.42\|46.30\|95864;2026-05-07\|48.20\|-0.33\|48.66\|49.12\|46.95\|62657;2026-05-08\|49.01\|1.68\|48.01\|49.36\|46.99\|75364;2026-05-11\|47.63\|-2.82\|49.54\|49.80\|47.50\|46684;2026-05-12\|46.36\|-2.67\|47.52\|48.80\|46.01\|74728;2026-05-13\|44.39\|-4.25\|45.90\|46.31\|43.80\|76328;2026-05-14\|39.95\|-10.00\|44.41\|44.47\|39.95\|89821;2026-05-15\|40.80\|2.13\|38.58\|41.55\|37.07\|110797;2026-05-18\|41.99\|2.92\|41.11\|42.16\|40.18\|67250;2026-05-19\|44.47\|5.91\|42.39\|44.78\|42.30\|61971;2026-05-20\|45.60\|2.54\|45.50\|46.08\|44.50\|72453;2026-05-21\|41.04\|-10.00\|45.87\|46.50\|41.04\|101867;2026-05-22\|42.50\|3.56\|41.44\|45.14\|39.80\|116567;2026-05-25\|44.01\|3.55\|42.08\|44.20\|41.84\|53623;2026-05-26\|42.45\|-3.54\|43.06\|43.80\|41.19\|48854;2026-05-27\|41.83\|-1.46\|42.25\|42.54\|40.20\|36544;2026-05-28\|40.44\|-3.32\|42.22\|42.40\|40.06\|42022;2026-05-29\|39.31\|-2.79\|40.44\|40.79\|38.92\|29022;2026-06-01\|39.82\|1.30\|39.30\|40.49\|39.06\|24480;2026-06-02\|39.15\|-1.68\|39.65\|39.97\|38.60\|23276;2026-06-03\|39.00\|-0.38\|39.53\|40.04\|38.55\|25823;2026-06-04\|38.70\|-0.77\|39.33\|39.33\|38.16\|22047;2026-06-05\|38.21\|-1.27\|38.90\|39.07\|37.66\|23467;2026-06-08\|38.47\|0.68\|37.72\|40.25\|37.07\|50629;2026-06-09\|42.32\|10.01\|39.24\|42.32\|38.89\|99608;2026-06-10\|43.00\|1.61\|44.06\|44.06\|41.80\|96468;2026-06-11\|41.75\|-2.91\|43.01\|44.66\|40.61\|70266;2026-06-12\|42.66\|2.18\|41.75\|44.75\|41.20\|79968;2026-06-15\|40.80\|-4.36\|43.00\|43.28\|39.39\|83682;2026-06-16\|41.64\|2.06\|40.50\|41.84\|39.81\|45588;2026-06-17\|40.28\|-3.27\|41.56\|41.56\|39.60\|40273;2026-06-18\|42.20\|4.77\|40.60\|42.48\|39.75\|48811;2026-06-22\|43.29\|2.58\|42.20\|43.38\|40.24\|62427;2026-06-23\|40.00\|-7.60\|43.70\|43.70\|39.10\|93936;2026-06-24\|37.79\|-5.53\|39.40\|39.69\|37.60\|57490;2026-06-25\|35.61\|-5.77\|37.79\|37.86\|35.00\|48007;2026-06-26\|39.17\|10.00\|35.10\|39.17\|34.29\|69436;2026-06-29\|35.25\|-10.01\|38.42\|38.42\|35.25\|54997;2026-06-30\|36.90\|4.68\|34.15\|38.48\|33.18\|73333;2026-07-01\|37.28\|1.03\|37.26\|37.55\|35.73\|45685;2026-07-02\|39.02\|4.67\|37.25\|39.49\|36.82\|51614;2026-07-03\|37.46\|-4.00\|39.83\|39.85\|36.90\|45331;2026-07-06\|35.98\|-3.95\|37.46\|37.46\|35.91\|26989;2026-07-07\|35.20\|-2.17\|35.42\|36.28\|34.90\|31308;2026-07-08\|35.10\|-0.28\|34.99\|35.95\|34.53\|25241;2026-07-09\|34.00\|-3.13\|34.90\|35.49\|33.51\|37534;2026-07-10\|34.73\|2.15\|33.51\|35.98\|33.51\|43430;2026-07-13\|35.42\|1.99\|34.90\|36.13\|34.35\|42348;2026-07-14\|36.48\|2.99\|35.60\|36.58\|34.16\|38409;2026-07-15\|35.65\|-2.28\|36.32\|36.46\|35.13\|26159
111665		房地产+资产出售+跨界并购+国企行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月12日异动公告，公司正在筹划公司部分房地产开发业务相关资产及负债出售事宜，交易意向方为公司实际控制人西安高科集团有限公司或其指定的关联方；据2026年6月30日互动易，相关工作仍在推进中。 2、据2026年5月20日互动易及业绩说明会，公司确立以“跨界并购为核心，基金培育产业链与‘投参控’衔接为两翼”的发展战略，联合专业投行与产业基金，已初步锁定目标产业的细分领域，加快推进新产业落地。 3、据2026年4月27日年报，公司控股股东为西安高新技术产业开发区房地产开发有限公司，最终控制人为西安高新技术产业开发区管理委员会，是一家以房地产开发为主业的国有企业。	立足西安的房地产开发商，三季报净利润同比增长2604%	2026-03-05\|3.46\|0.87\|3.46\|3.51\|3.42\|114150;2026-03-06\|3.57\|3.18\|3.45\|3.57\|3.38\|137312;2026-03-09\|3.50\|-1.96\|3.56\|3.56\|3.44\|126475;2026-03-10\|3.56\|1.71\|3.51\|3.56\|3.50\|93490;2026-03-11\|3.54\|-0.56\|3.54\|3.59\|3.50\|89080;2026-03-12\|3.52\|-0.56\|3.54\|3.57\|3.51\|68810;2026-03-13\|3.52\|0.00\|3.52\|3.58\|3.49\|89977;2026-03-16\|3.54\|0.57\|3.52\|3.61\|3.50\|106186;2026-03-17\|3.57\|0.85\|3.55\|3.66\|3.55\|85401;2026-03-18\|3.50\|-1.96\|3.59\|3.59\|3.44\|96528;2026-03-19\|3.40\|-2.86\|3.49\|3.53\|3.38\|97804;2026-03-20\|3.34\|-1.76\|3.38\|3.45\|3.29\|109311;2026-03-23\|3.10\|-7.19\|3.26\|3.28\|3.05\|154202;2026-03-24\|3.26\|5.16\|3.14\|3.26\|3.08\|145021;2026-03-25\|3.39\|3.99\|3.26\|3.39\|3.23\|99586;2026-03-26\|3.34\|-1.47\|3.38\|3.45\|3.33\|101385;2026-03-27\|3.41\|2.10\|3.36\|3.41\|3.30\|92993;2026-03-30\|3.43\|0.59\|3.39\|3.45\|3.33\|110730;2026-03-31\|3.39\|-1.17\|3.42\|3.53\|3.37\|118935;2026-04-01\|3.36\|-0.89\|3.41\|3.46\|3.31\|113758;2026-04-02\|3.28\|-2.38\|3.35\|3.38\|3.24\|100064;2026-04-03\|3.07\|-6.40\|3.30\|3.30\|3.05\|119048;2026-04-07\|3.16\|2.93\|3.06\|3.18\|3.01\|154756;2026-04-08\|3.25\|2.85\|3.23\|3.27\|3.18\|120775;2026-04-09\|3.16\|-2.77\|3.26\|3.26\|3.13\|101694;2026-04-10\|3.19\|0.95\|3.19\|3.24\|3.17\|83358;2026-04-13\|3.26\|2.19\|3.18\|3.26\|3.16\|119908;2026-04-14\|3.29\|0.92\|3.30\|3.35\|3.22\|109511;2026-04-15\|3.16\|-3.95\|3.28\|3.29\|3.15\|107987;2026-04-16\|3.24\|2.53\|3.18\|3.24\|3.13\|105696;2026-04-17\|3.23\|-0.31\|3.25\|3.26\|3.16\|108291;2026-04-20\|3.23\|0.00\|3.24\|3.25\|3.14\|96053;2026-04-21\|3.25\|0.62\|3.24\|3.28\|3.20\|89753;2026-04-22\|3.21\|-1.23\|3.24\|3.26\|3.19\|76309;2026-04-23\|3.21\|0.00\|3.22\|3.24\|3.14\|93158;2026-04-24\|3.24\|0.93\|3.22\|3.27\|3.17\|113028;2026-04-27\|3.44\|6.17\|3.23\|3.51\|3.21\|234509;2026-04-28\|3.45\|0.29\|3.45\|3.47\|3.34\|170013;2026-04-29\|3.54\|2.61\|3.46\|3.57\|3.42\|177247;2026-04-30\|3.60\|1.69\|3.51\|3.62\|3.51\|152394;2026-05-06\|3.57\|-0.83\|3.60\|3.61\|3.53\|150374;2026-05-07\|3.48\|-2.52\|3.58\|3.60\|3.46\|136676;2026-05-08\|3.50\|0.57\|3.50\|3.52\|3.43\|142555;2026-05-11\|3.51\|0.29\|3.50\|3.55\|3.46\|125823;2026-05-12\|3.47\|-1.14\|3.50\|3.52\|3.44\|112204;2026-05-13\|3.41\|-1.73\|3.48\|3.48\|3.39\|110200;2026-05-14\|3.35\|-1.76\|3.42\|3.43\|3.35\|114191;2026-05-15\|3.27\|-2.39\|3.37\|3.37\|3.23\|131347;2026-05-18\|3.32\|1.53\|3.25\|3.32\|3.18\|126392;2026-05-19\|3.38\|1.81\|3.33\|3.39\|3.29\|107178;2026-05-20\|3.37\|-0.30\|3.37\|3.44\|3.34\|140583;2026-05-21\|3.15\|-6.53\|3.36\|3.37\|3.14\|152729;2026-05-22\|3.38\|7.30\|3.18\|3.47\|3.14\|282544;2026-05-25\|3.36\|-0.59\|3.32\|3.60\|3.31\|248619;2026-05-26\|3.22\|-4.17\|3.40\|3.43\|3.18\|173494;2026-05-27\|3.20\|-0.62\|3.23\|3.32\|3.15\|161538;2026-05-28\|3.27\|2.19\|3.18\|3.29\|3.15\|121862;2026-05-29\|3.25\|-0.61\|3.26\|3.38\|3.22\|137343;2026-06-01\|3.50\|7.69\|3.19\|3.58\|3.13\|415846;2026-06-02\|3.42\|-2.29\|3.51\|3.58\|3.37\|270708;2026-06-03\|3.42\|0.00\|3.38\|3.48\|3.27\|193324;2026-06-04\|3.48\|1.75\|3.41\|3.52\|3.34\|216588;2026-06-05\|3.51\|0.86\|3.45\|3.63\|3.45\|229936;2026-06-08\|3.42\|-2.56\|3.45\|3.51\|3.36\|162399;2026-06-09\|3.36\|-1.75\|3.46\|3.47\|3.23\|195026;2026-06-10\|3.70\|10.12\|3.38\|3.70\|3.33\|623397;2026-06-11\|4.07\|10.00\|3.94\|4.07\|3.94\|356765;2026-06-12\|3.99\|-1.97\|3.87\|4.18\|3.75\|973904;2026-06-15\|3.84\|-3.76\|3.85\|3.93\|3.78\|580363;2026-06-16\|3.83\|-0.26\|3.84\|3.90\|3.71\|456083;2026-06-17\|3.62\|-5.48\|3.80\|3.80\|3.55\|391279;2026-06-18\|3.57\|-1.38\|3.60\|3.62\|3.47\|267392;2026-06-22\|3.58\|0.28\|3.60\|3.61\|3.46\|232810;2026-06-23\|3.63\|1.40\|3.53\|3.69\|3.48\|291555;2026-06-24\|3.46\|-4.68\|3.60\|3.62\|3.27\|380507;2026-06-25\|3.37\|-2.60\|3.45\|3.48\|3.33\|183568;2026-06-26\|3.13\|-7.12\|3.33\|3.39\|3.11\|253745;2026-06-29\|2.92\|-6.71\|3.16\|3.16\|2.82\|276301;2026-06-30\|2.89\|-1.03\|2.88\|3.02\|2.84\|156541;2026-07-01\|3.18\|10.03\|2.95\|3.18\|2.83\|255934;2026-07-02\|3.09\|-2.83\|3.17\|3.31\|3.08\|262406;2026-07-03\|3.11\|0.65\|3.11\|3.26\|3.10\|183878;2026-07-06\|3.03\|-2.57\|3.13\|3.15\|3.02\|158355;2026-07-07\|3.11\|2.64\|3.02\|3.18\|2.96\|225284;2026-07-08\|3.06\|-1.61\|3.08\|3.26\|3.03\|145899;2026-07-09\|3.00\|-1.96\|3.06\|3.06\|2.89\|173105;2026-07-10\|3.07\|2.33\|3.00\|3.30\|2.94\|263589;2026-07-13\|2.92\|-4.89\|3.03\|3.15\|2.90\|216559;2026-07-14\|3.00\|2.74\|2.89\|3.05\|2.87\|166775;2026-07-15\|2.98\|-0.67\|3.00\|3.09\|2.94\|153592
111664		军工仿真+电梯门系统+VR/XR 行业原因：据玉渊谭天，当地时间2月28日，美军对伊朗实施军事打击。根据美国媒体爆料，在美军此次行动中，美国中央司令部使用了美国人工智能企业Anthropic的人工智能工具进行情报评估、目标识别和模拟作战场景。但在打击行动11小时前，美国总统特朗普曾表示将停用此人工智能工具。公司原因： 1、据2025年12月15日投资者关系活动记录表，公司通过并购领为军融进入军事仿真市场，领为军融核心产品为面向航空兵作战训练的便携式“通用数字空战仿真系统”，客户涵盖航空兵一线部队、试验训练基地及院校。 2、据2025年8月26日半年度报告，公司电梯控制系统业务拥有86项专利其中发明专利17项，是国内少数能提供电梯门系统、一体化控制系统等整体化解决方案的供应商之一，与国内多家知名电梯品牌厂商长期合作。 3、据2025年8月26日半年度报告及2025年4月30日年度报告，领为军融军事仿真系统采用VR/XR显示终端及分布式仿真架构，支持异地规模化部署，已交付部队、试验训练基地及院校，实现与实装飞机、虚拟兵力的LVC互联。	公司拟收购北京领为军融科技有限公司，标的主营军事航空仿真系列产品的研制、生产和技术服务，核心产品为面向航空兵作战训练的便携式“通用数字空战仿真系统”	2026-03-05\|10.11\|0.20\|9.99\|10.38\|9.74\|185492;2026-03-06\|10.20\|0.89\|9.99\|10.25\|9.89\|95217;2026-03-09\|10.03\|-1.67\|10.15\|10.34\|9.88\|90609;2026-03-10\|10.32\|2.89\|10.02\|10.38\|10.02\|95312;2026-03-11\|10.50\|1.74\|10.30\|10.96\|10.20\|96080;2026-03-12\|10.61\|1.05\|10.46\|10.69\|10.32\|106072;2026-03-13\|10.44\|-1.60\|10.51\|10.65\|10.33\|83196;2026-03-16\|10.16\|-2.68\|10.37\|10.54\|10.02\|67468;2026-03-17\|10.10\|-0.59\|10.19\|10.28\|10.06\|41093;2026-03-18\|10.18\|0.79\|10.09\|10.23\|9.95\|50616;2026-03-19\|9.86\|-3.14\|10.10\|10.10\|9.82\|48071;2026-03-20\|9.82\|-0.41\|9.91\|10.01\|9.60\|53094;2026-03-23\|9.30\|-5.30\|9.55\|9.62\|9.00\|81421;2026-03-24\|9.67\|3.98\|9.34\|9.68\|9.14\|64539;2026-03-25\|9.91\|2.48\|9.67\|10.08\|9.64\|46270;2026-03-26\|9.90\|-0.10\|9.91\|9.97\|9.72\|39607;2026-03-27\|10.23\|3.33\|9.80\|10.36\|9.65\|76726;2026-03-30\|10.35\|1.17\|10.25\|10.35\|10.00\|55241;2026-03-31\|9.96\|-3.77\|10.29\|10.39\|9.86\|106839;2026-04-01\|10.15\|1.91\|10.06\|10.46\|9.55\|157751;2026-04-02\|10.12\|-0.30\|10.05\|10.20\|9.97\|52693;2026-04-03\|9.97\|-1.48\|10.18\|10.20\|9.84\|44063;2026-04-07\|10.30\|3.31\|9.83\|10.32\|9.83\|68456;2026-04-08\|10.58\|2.72\|10.51\|10.66\|10.32\|76198;2026-04-09\|11.00\|3.97\|10.50\|11.29\|10.45\|136159;2026-04-10\|11.08\|0.73\|11.04\|11.29\|10.90\|109905;2026-04-13\|10.89\|-1.71\|11.01\|11.14\|10.72\|78137;2026-04-14\|10.87\|-0.18\|10.98\|11.03\|10.68\|68866;2026-04-15\|10.90\|0.28\|10.89\|11.11\|10.74\|131099;2026-04-16\|11.26\|3.30\|10.89\|11.74\|10.78\|174512;2026-04-17\|11.20\|-0.53\|11.30\|11.37\|11.00\|93059;2026-04-20\|11.26\|0.54\|11.17\|11.37\|11.12\|63441;2026-04-21\|11.29\|0.27\|11.26\|11.63\|11.18\|95338;2026-04-22\|11.29\|0.00\|11.18\|11.40\|11.07\|100081;2026-04-23\|10.98\|-2.75\|11.23\|11.33\|10.81\|76261;2026-04-24\|10.75\|-2.09\|10.99\|11.10\|10.63\|67175;2026-04-27\|11.48\|6.79\|10.64\|11.71\|10.58\|188328;2026-04-28\|10.96\|-4.53\|11.31\|11.49\|10.77\|126388;2026-04-29\|11.40\|4.01\|10.90\|11.70\|10.86\|155046;2026-04-30\|11.65\|2.19\|11.40\|11.78\|11.31\|183677;2026-05-06\|11.98\|2.83\|11.75\|12.08\|11.48\|197009;2026-05-07\|12.42\|3.67\|11.88\|12.45\|11.60\|280130;2026-05-08\|13.14\|5.80\|12.28\|13.18\|12.20\|386131;2026-05-11\|12.17\|-7.38\|12.88\|12.89\|12.01\|348617;2026-05-12\|12.14\|-0.25\|12.24\|12.55\|12.05\|190774;2026-05-13\|12.38\|1.98\|11.98\|12.60\|11.90\|198047;2026-05-14\|11.58\|-6.46\|12.00\|12.45\|11.58\|217253;2026-05-15\|11.76\|1.55\|11.66\|12.10\|11.56\|155532;2026-05-18\|11.46\|-2.55\|11.65\|11.73\|11.29\|100079;2026-05-19\|11.18\|-2.44\|11.50\|11.62\|11.08\|106703;2026-05-20\|11.24\|0.54\|11.28\|11.35\|11.07\|92665;2026-05-21\|10.71\|-4.72\|11.16\|11.34\|10.60\|116470;2026-05-22\|11.55\|7.84\|10.78\|11.78\|10.61\|268945;2026-05-25\|11.35\|-1.73\|11.72\|11.76\|11.17\|178379;2026-05-26\|11.37\|0.18\|11.18\|11.46\|10.90\|115334;2026-05-27\|11.36\|-0.09\|11.30\|11.68\|11.23\|118786;2026-05-28\|11.94\|5.11\|11.38\|12.15\|11.31\|198289;2026-05-29\|11.25\|-5.78\|11.95\|12.15\|11.09\|149409;2026-06-01\|11.20\|-0.44\|11.15\|11.50\|11.01\|65120;2026-06-02\|11.27\|0.62\|11.08\|11.34\|10.92\|73522;2026-06-03\|11.74\|4.17\|11.19\|11.99\|10.98\|160694;2026-06-04\|11.63\|-0.94\|11.68\|11.93\|11.47\|87551;2026-06-05\|12.09\|3.96\|11.62\|12.39\|11.50\|185190;2026-06-08\|12.60\|4.22\|11.75\|12.88\|11.51\|312700;2026-06-09\|12.21\|-3.10\|12.85\|12.87\|11.64\|226169;2026-06-10\|12.20\|-0.08\|12.05\|12.50\|11.86\|145288;2026-06-11\|12.10\|-0.82\|12.00\|12.33\|11.89\|112156;2026-06-12\|12.09\|-0.08\|12.19\|12.43\|11.99\|125952;2026-06-15\|12.59\|4.14\|11.95\|12.66\|11.90\|223057;2026-06-16\|11.98\|-4.85\|12.80\|12.80\|11.84\|216799;2026-06-17\|13.18\|10.02\|11.76\|13.18\|11.48\|395653;2026-06-18\|12.83\|-2.66\|13.10\|13.48\|12.64\|384959;2026-06-22\|11.96\|-6.78\|12.70\|12.73\|11.61\|323019;2026-06-23\|11.65\|-2.59\|11.80\|12.27\|11.61\|206557;2026-06-24\|11.15\|-4.29\|11.65\|11.80\|10.90\|174202;2026-06-25\|10.70\|-4.04\|11.08\|11.24\|10.49\|160085;2026-06-26\|10.72\|0.19\|10.53\|11.10\|10.22\|165481;2026-06-29\|10.08\|-5.97\|10.57\|10.72\|9.88\|170596;2026-06-30\|10.28\|1.98\|9.99\|10.70\|9.81\|141703;2026-07-01\|10.09\|-1.85\|10.28\|10.60\|10.02\|102753;2026-07-02\|9.84\|-2.48\|10.01\|10.57\|9.75\|150652;2026-07-03\|10.30\|4.67\|9.84\|10.67\|9.80\|203529;2026-07-06\|9.60\|-6.80\|10.15\|10.49\|9.46\|168826;2026-07-07\|9.06\|-5.62\|9.45\|9.80\|9.00\|114404;2026-07-08\|8.54\|-5.74\|9.16\|9.16\|8.50\|95983;2026-07-09\|8.66\|1.41\|8.63\|8.73\|8.36\|89501;2026-07-10\|8.91\|2.89\|8.66\|9.28\|8.60\|97352;2026-07-13\|8.02\|-9.99\|8.94\|8.94\|8.02\|99688;2026-07-14\|8.38\|4.49\|8.04\|8.38\|7.87\|85611;2026-07-15\|8.27\|-1.31\|8.37\|8.55\|8.19\|52875
111663	首条钙钛矿太空光伏中试线落地	PCB感光干膜+光伏胶膜龙头+太空光伏行业原因： 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2026年6月11日互动易，公司感光干膜PCB光刻胶是PCB图形蚀刻关键耗材，客户包括深南电路、鹏鼎控股等头部厂商，未来电子材料业务将随服务器PCB需求增长进入高速增长阶段；据2026年6月11日互动易，公司广东江门感光干膜扩产项目预计今年下半年投产。 2、据2025年年度报告，公司是全球光伏胶膜领域龙头，全球市占率长期稳定在50%左右，2025年海外产能扩张进一步提升市场份额。 3、据2025年年度报告，公司正利用有机硅和PI技术，与砷化镓等企业合作开发柔性太阳翼封装材料，将光伏材料业务从地面拓展至太空光伏领域；据中金公司2026年5月31日研报，公司出资2500万元投资柔性薄膜砷化镓电池片企业，进行前瞻性布局。	公司目前正在探索太空光伏对组件封装材料的全新要求，公司在HJT组件中积累的紫外截止和紫外转化等技术及PI材料技术，未来可能会在太空光伏中发挥作用	2026-03-05\|17.19\|-2.22\|17.83\|17.89\|17.04\|359033;2026-03-06\|17.11\|-0.47\|17.03\|17.31\|16.72\|260129;2026-03-09\|17.42\|1.81\|17.01\|17.55\|16.70\|354377;2026-03-10\|17.72\|1.72\|17.59\|17.82\|17.08\|395885;2026-03-11\|17.88\|0.90\|17.77\|18.28\|17.57\|414496;2026-03-12\|17.81\|-0.39\|17.91\|18.10\|17.47\|322494;2026-03-13\|17.47\|-1.91\|17.78\|18.13\|17.42\|298487;2026-03-16\|17.13\|-1.95\|17.47\|17.58\|17.07\|285967;2026-03-17\|17.92\|4.61\|17.13\|18.58\|17.13\|843626;2026-03-18\|18.14\|1.23\|18.03\|18.80\|17.93\|643520;2026-03-19\|18.25\|0.61\|18.00\|18.88\|17.92\|690430;2026-03-20\|19.28\|5.64\|18.11\|19.99\|17.52\|1141210;2026-03-23\|19.12\|-0.83\|19.28\|19.92\|18.88\|872280;2026-03-24\|19.50\|1.99\|19.20\|19.57\|18.34\|792603;2026-03-25\|18.79\|-3.64\|19.13\|19.56\|18.60\|633343;2026-03-26\|18.21\|-3.09\|18.68\|19.07\|18.07\|473792;2026-03-27\|19.54\|7.30\|17.96\|19.88\|17.86\|807438;2026-03-30\|18.90\|-3.28\|19.17\|19.49\|18.20\|594928;2026-03-31\|17.55\|-7.14\|18.86\|19.50\|17.55\|608495;2026-04-01\|17.89\|1.94\|17.95\|18.31\|17.18\|494804;2026-04-02\|17.67\|-1.23\|17.77\|17.96\|17.49\|267081;2026-04-03\|16.85\|-4.64\|17.52\|17.61\|16.75\|373747;2026-04-07\|16.88\|0.18\|16.60\|17.26\|16.42\|303055;2026-04-08\|18.52\|9.72\|17.50\|18.56\|17.45\|647084;2026-04-09\|17.73\|-4.27\|18.23\|18.25\|17.68\|424634;2026-04-10\|17.62\|-0.62\|17.81\|18.20\|17.35\|572921;2026-04-13\|17.30\|-1.82\|17.57\|17.83\|17.10\|505216;2026-04-14\|17.72\|2.43\|17.48\|18.14\|17.10\|502150;2026-04-15\|17.75\|0.17\|17.87\|18.43\|17.62\|420236;2026-04-16\|17.55\|-1.13\|17.73\|17.91\|17.43\|422417;2026-04-17\|17.19\|-2.05\|17.48\|17.57\|16.91\|550129;2026-04-20\|17.23\|0.23\|17.20\|17.59\|17.04\|406123;2026-04-21\|17.25\|0.12\|17.28\|17.53\|17.03\|334039;2026-04-22\|17.87\|3.59\|17.11\|17.97\|17.01\|554663;2026-04-23\|18.15\|1.57\|18.05\|18.48\|17.64\|452097;2026-04-24\|17.75\|-2.20\|18.00\|18.10\|17.62\|285360;2026-04-27\|18.90\|6.48\|17.92\|19.34\|17.92\|972046;2026-04-28\|18.59\|-1.64\|19.00\|19.09\|18.40\|589837;2026-04-29\|18.69\|0.54\|18.64\|18.96\|18.13\|472370;2026-04-30\|18.74\|0.27\|18.70\|19.09\|18.60\|441908;2026-05-06\|19.05\|1.65\|19.03\|19.32\|18.60\|588324;2026-05-07\|18.93\|-0.63\|19.08\|19.34\|18.81\|499215;2026-05-08\|19.10\|0.90\|18.81\|19.30\|18.33\|613991;2026-05-11\|19.21\|0.58\|19.13\|19.45\|18.99\|586437;2026-05-12\|18.88\|-1.72\|19.32\|19.70\|18.76\|538245;2026-05-13\|18.99\|0.58\|18.92\|19.21\|18.67\|415617;2026-05-14\|18.81\|-0.95\|19.02\|19.45\|18.65\|678253;2026-05-15\|17.06\|-9.30\|18.85\|18.88\|16.94\|1057180;2026-05-18\|16.26\|-4.69\|16.99\|16.99\|16.11\|729701;2026-05-19\|16.66\|2.46\|16.30\|16.72\|15.70\|627286;2026-05-20\|16.62\|-0.24\|16.50\|16.80\|16.30\|397359;2026-05-21\|15.93\|-4.15\|16.73\|16.87\|15.91\|459000;2026-05-22\|17.52\|9.98\|16.18\|17.52\|15.94\|829839;2026-05-25\|18.51\|5.65\|17.98\|18.79\|17.88\|1036710;2026-05-26\|18.98\|2.54\|18.44\|19.48\|18.35\|895043;2026-05-27\|18.35\|-2.55\|18.83\|19.55\|18.28\|595018;2026-05-28\|18.60\|1.36\|18.27\|18.77\|17.91\|529149;2026-05-29\|17.90\|-3.76\|18.60\|18.90\|17.39\|582490;2026-06-01\|17.44\|-2.57\|17.58\|18.38\|17.39\|511646;2026-06-02\|17.23\|-1.20\|17.38\|17.67\|16.61\|518283;2026-06-03\|17.55\|1.86\|17.23\|18.15\|17.04\|498084;2026-06-04\|17.79\|1.37\|17.38\|18.24\|17.15\|470779;2026-06-05\|17.24\|-3.09\|17.75\|17.89\|16.85\|491595;2026-06-08\|16.01\|-7.13\|16.52\|17.01\|15.95\|551971;2026-06-09\|16.35\|2.12\|16.17\|16.46\|15.38\|508154;2026-06-10\|15.85\|-3.06\|16.10\|16.37\|15.40\|473716;2026-06-11\|15.23\|-3.91\|15.68\|15.76\|14.93\|432612;2026-06-12\|14.82\|-2.69\|15.50\|15.77\|14.71\|449185;2026-06-15\|16.30\|9.99\|15.01\|16.30\|14.88\|521472;2026-06-16\|17.39\|6.69\|16.39\|17.46\|16.32\|742112;2026-06-17\|17.34\|-0.29\|17.30\|17.58\|17.08\|398302;2026-06-18\|17.52\|1.04\|17.57\|18.08\|17.35\|446491;2026-06-22\|17.50\|-0.11\|17.54\|17.85\|17.04\|478128;2026-06-23\|16.33\|-6.69\|17.40\|17.40\|16.26\|422455;2026-06-24\|16.29\|-0.24\|16.28\|16.49\|15.95\|379052;2026-06-25\|15.95\|-2.09\|16.29\|16.65\|15.82\|388046;2026-06-26\|16.42\|2.95\|15.95\|17.35\|15.63\|680751;2026-06-29\|16.77\|2.13\|16.45\|17.45\|15.83\|780925;2026-06-30\|16.79\|0.12\|16.68\|17.15\|16.62\|378760;2026-07-01\|16.43\|-2.14\|16.75\|16.80\|16.04\|429342;2026-07-02\|15.68\|-4.56\|16.20\|16.37\|15.62\|450300;2026-07-03\|15.76\|0.51\|15.65\|16.25\|15.16\|457106;2026-07-06\|15.03\|-4.63\|15.68\|15.94\|15.01\|395939;2026-07-07\|14.91\|-0.80\|15.07\|15.37\|14.70\|313337;2026-07-08\|14.15\|-5.10\|14.80\|14.91\|13.95\|433185;2026-07-09\|14.69\|3.82\|14.11\|14.70\|13.90\|344515;2026-07-10\|14.24\|-3.06\|14.61\|14.79\|14.22\|352572;2026-07-13\|13.55\|-4.85\|14.11\|14.12\|13.38\|382300;2026-07-14\|14.91\|10.04\|14.20\|14.91\|14.20\|280339;2026-07-15\|14.76\|-1.01\|15.62\|15.90\|14.74\|715755
111662		生物医药+摘帽+营收增长 1、据2025年年度报告，公司主营生物医药制品的生产和销售，控股子公司北京四环生物制药主要产品包括德路生注射用人白介素-2、新德路生人白介素-2注射液、环尔博人促红素注射液、欣粒生人粒细胞刺激因子注射液等，为国家高新技术企业。 2、据2026年5月20日互动易，公司提交的关于撤销对公司股票交易实施退市风险警示的申请已获得深交所审核同意，公司股票自2026年5月20日起撤销退市风险警示。 3、据2026年4月27日披露的2026年一季报，公司2026年一季度实现营收8117.03万元，同比增长85.14%。	国内最早从事生物医药的公司之一，研发干细胞无血培养基技术	2026-03-05\|2.81\|1.08\|2.80\|2.83\|2.78\|79556;2026-03-06\|2.81\|0.00\|2.81\|2.83\|2.79\|91610;2026-03-09\|2.80\|-0.36\|2.80\|2.82\|2.75\|137082;2026-03-10\|2.88\|2.86\|2.82\|2.91\|2.79\|201247;2026-03-11\|2.90\|0.69\|2.88\|2.92\|2.85\|101622;2026-03-12\|2.94\|1.38\|2.91\|3.05\|2.90\|398767;2026-03-13\|2.91\|-1.02\|2.90\|2.96\|2.87\|185396;2026-03-16\|3.01\|3.44\|2.93\|3.06\|2.91\|304378;2026-03-17\|2.96\|-1.66\|3.04\|3.05\|2.95\|205142;2026-03-18\|3.07\|3.72\|2.95\|3.09\|2.92\|204100;2026-03-19\|3.04\|-0.98\|3.05\|3.10\|3.01\|164867;2026-03-20\|2.92\|-3.95\|3.04\|3.06\|2.89\|279447;2026-03-23\|2.83\|-3.08\|2.90\|2.94\|2.81\|185069;2026-03-24\|2.89\|2.12\|2.87\|2.91\|2.82\|139147;2026-03-25\|2.93\|1.38\|2.89\|2.94\|2.89\|90569;2026-03-26\|2.92\|-0.34\|2.93\|2.96\|2.89\|85934;2026-03-27\|2.95\|1.03\|2.90\|2.95\|2.88\|78009;2026-03-30\|2.98\|1.02\|2.93\|3.01\|2.92\|85028;2026-03-31\|2.95\|-1.01\|2.99\|3.01\|2.95\|92266;2026-04-01\|2.95\|0.00\|2.97\|2.98\|2.92\|83608;2026-04-02\|2.90\|-1.69\|2.95\|2.95\|2.89\|78357;2026-04-03\|2.79\|-3.79\|2.91\|2.92\|2.76\|169499;2026-04-07\|2.83\|1.43\|2.78\|2.85\|2.73\|114789;2026-04-08\|2.88\|1.77\|2.87\|2.90\|2.83\|87026;2026-04-09\|2.92\|1.39\|2.86\|2.98\|2.83\|110404;2026-04-10\|2.95\|1.03\|2.92\|2.98\|2.92\|72716;2026-04-13\|3.02\|2.37\|2.94\|3.05\|2.94\|132417;2026-04-14\|3.09\|2.32\|3.02\|3.14\|3.01\|176762;2026-04-15\|3.09\|0.00\|3.10\|3.13\|3.08\|122311;2026-04-16\|3.13\|1.29\|3.09\|3.16\|3.07\|159784;2026-04-17\|3.03\|-3.19\|3.14\|3.18\|2.97\|407614;2026-04-20\|2.98\|-1.65\|3.08\|3.13\|2.90\|335699;2026-04-21\|2.99\|0.34\|2.95\|3.02\|2.92\|130320;2026-04-22\|2.94\|-1.67\|2.99\|3.01\|2.93\|119950;2026-04-23\|2.88\|-2.04\|2.94\|2.96\|2.87\|117497;2026-04-24\|2.93\|1.74\|2.86\|2.95\|2.86\|96584;2026-04-27\|2.93\|0.00\|2.94\|2.94\|2.88\|110122;2026-04-28\|2.89\|-1.37\|2.94\|2.94\|2.88\|84993;2026-04-29\|2.88\|-0.35\|2.88\|2.90\|2.86\|86955;2026-04-30\|2.91\|1.04\|2.89\|2.92\|2.86\|73567;2026-05-06\|2.95\|1.37\|2.93\|2.95\|2.90\|89420;2026-05-07\|3.02\|2.37\|2.95\|3.04\|2.92\|167921;2026-05-08\|3.10\|2.65\|3.02\|3.11\|3.02\|192922;2026-05-11\|3.08\|-0.65\|3.07\|3.13\|3.05\|141712;2026-05-12\|3.06\|-0.65\|3.07\|3.11\|3.04\|130865;2026-05-13\|3.07\|0.33\|3.07\|3.10\|3.00\|172045;2026-05-14\|3.08\|0.33\|3.06\|3.11\|3.06\|161625;2026-05-15\|3.23\|4.87\|3.11\|3.23\|3.11\|383657;2026-05-18\|3.10\|-4.02\|3.28\|3.29\|3.07\|269560;2026-05-20\|3.41\|10.00\|3.15\|3.41\|3.13\|681588;2026-05-21\|3.75\|9.97\|3.50\|3.75\|3.38\|1843940;2026-05-22\|4.13\|10.13\|4.07\|4.13\|3.97\|1712634;2026-05-25\|4.54\|9.93\|3.87\|4.54\|3.72\|3224134;2026-05-26\|4.09\|-9.91\|4.38\|4.52\|4.09\|2437064;2026-05-27\|3.93\|-3.91\|3.80\|4.33\|3.68\|2247063;2026-05-28\|3.56\|-9.41\|3.67\|3.88\|3.54\|1587872;2026-05-29\|3.50\|-1.69\|3.44\|3.67\|3.35\|1361331;2026-06-01\|3.59\|2.57\|3.41\|3.74\|3.41\|1177963;2026-06-02\|3.57\|-0.56\|3.50\|3.67\|3.45\|976551;2026-06-03\|3.93\|10.08\|3.53\|3.93\|3.53\|1953753;2026-06-04\|3.64\|-7.38\|3.93\|3.93\|3.64\|1773803;2026-06-05\|3.50\|-3.85\|3.65\|3.78\|3.50\|1124177;2026-06-08\|3.23\|-7.71\|3.35\|3.46\|3.21\|967510;2026-06-09\|3.18\|-1.55\|3.26\|3.28\|3.13\|608289;2026-06-10\|3.23\|1.57\|3.16\|3.30\|3.07\|749351;2026-06-11\|3.10\|-4.02\|3.19\|3.26\|3.09\|458451;2026-06-12\|3.14\|1.29\|3.17\|3.18\|3.10\|343259;2026-06-15\|3.18\|1.27\|3.16\|3.23\|3.14\|358762;2026-06-16\|3.21\|0.94\|3.18\|3.24\|3.11\|368107;2026-06-17\|3.14\|-2.18\|3.21\|3.22\|3.07\|455304;2026-06-18\|3.12\|-0.64\|3.14\|3.15\|3.09\|288322;2026-06-22\|3.18\|1.92\|3.11\|3.19\|3.03\|507506;2026-06-23\|3.34\|5.03\|3.16\|3.40\|3.14\|799015;2026-06-24\|3.34\|0.00\|3.30\|3.37\|3.25\|470971;2026-06-25\|3.28\|-1.80\|3.30\|3.35\|3.16\|459564;2026-06-26\|3.12\|-4.88\|3.27\|3.28\|3.09\|375849;2026-06-29\|3.18\|1.92\|3.12\|3.26\|3.11\|402115;2026-06-30\|3.23\|1.57\|3.15\|3.25\|3.13\|334997;2026-07-01\|3.38\|4.64\|3.29\|3.40\|3.23\|611356;2026-07-02\|3.37\|-0.30\|3.34\|3.42\|3.28\|557021;2026-07-03\|3.46\|2.67\|3.38\|3.46\|3.36\|481063;2026-07-06\|3.53\|2.02\|3.50\|3.61\|3.44\|647545;2026-07-07\|3.57\|1.13\|3.49\|3.57\|3.42\|488057;2026-07-08\|3.82\|7.00\|3.55\|3.85\|3.51\|1048040;2026-07-09\|3.99\|4.45\|3.71\|4.15\|3.65\|1610368;2026-07-10\|4.06\|1.75\|3.87\|4.23\|3.85\|1377079;2026-07-13\|3.83\|-5.67\|4.01\|4.05\|3.80\|1019611;2026-07-14\|3.94\|2.87\|3.85\|4.09\|3.77\|735793;2026-07-15\|3.94\|0.00\|3.91\|4.04\|3.82\|641343
111661	获政府入股，美股量子科技公司大涨	量子科技+AI金融+银行IT龙头 1、据2026年5月22日快讯，美国将向9家量子计算公司划拨20亿美元，量子科技概念板块高开，公司为国家量子产业联盟首批会员单位，已承建京沪、粤港澳等多条量子保密通信干线及十余城域网。 2、据2025年年报及2026年4月3日机构调研，2025年营收131.63亿元、净利0.56亿元扭亏，金融软服签约39.19亿元，国有大行及股份制银行签约额同比增13.46%，AI信贷、运维等场景已规模化落地。 3、据历年持续排名，公司银行核心业务系统及渠道管理系统市占率连续十三年第一，产品覆盖核心、信贷、渠道、数据、风险及云等全场景，服务国有大行、股份制银行及海外客户。	公司作为国家量子产业联盟首批会员单位，是量子保密通信干线的重要服务商之一	2026-03-05\|18.02\|10.01\|16.90\|18.02\|16.70\|393221;2026-03-06\|18.33\|1.72\|18.00\|18.40\|17.66\|896127;2026-03-09\|18.70\|2.02\|18.10\|18.75\|18.03\|787002;2026-03-10\|18.76\|0.32\|18.72\|18.86\|18.38\|737347;2026-03-11\|18.64\|-0.64\|18.65\|18.91\|18.51\|502003;2026-03-12\|18.42\|-1.18\|18.58\|18.82\|18.30\|457475;2026-03-13\|17.74\|-3.69\|18.25\|18.33\|17.60\|439891;2026-03-16\|18.33\|3.33\|17.74\|18.37\|17.62\|433981;2026-03-17\|17.39\|-5.13\|18.15\|18.22\|17.38\|360275;2026-03-18\|18.47\|6.21\|17.59\|18.55\|17.49\|484572;2026-03-19\|18.25\|-1.19\|18.00\|18.54\|18.00\|365064;2026-03-20\|17.66\|-3.23\|20.08\|20.08\|17.66\|959260;2026-03-23\|16.19\|-8.32\|16.61\|17.07\|16.06\|659489;2026-03-24\|16.22\|0.19\|16.53\|16.65\|15.68\|455655;2026-03-25\|16.47\|1.54\|16.17\|16.90\|16.17\|377564;2026-03-26\|15.30\|-7.10\|16.39\|16.45\|15.26\|516849;2026-03-27\|15.54\|1.57\|14.85\|15.66\|14.85\|270905;2026-03-30\|15.63\|0.58\|15.29\|15.63\|15.05\|205336;2026-03-31\|15.35\|-1.79\|15.66\|15.89\|15.31\|218580;2026-04-01\|14.89\|-3.00\|15.72\|15.80\|14.79\|406030;2026-04-02\|14.13\|-5.10\|14.69\|14.76\|14.00\|401921;2026-04-03\|13.83\|-2.12\|14.21\|14.34\|13.73\|227604;2026-04-07\|14.29\|3.33\|13.89\|14.38\|13.89\|268546;2026-04-08\|15.21\|6.44\|14.70\|15.22\|14.64\|291882;2026-04-09\|14.93\|-1.84\|15.00\|15.15\|14.88\|198347;2026-04-10\|15.02\|0.60\|15.02\|15.22\|15.01\|190463;2026-04-13\|15.08\|0.40\|14.84\|15.20\|14.80\|156018;2026-04-14\|15.36\|1.86\|15.24\|15.39\|15.21\|175546;2026-04-15\|16.00\|4.17\|16.90\|16.90\|15.68\|971393;2026-04-16\|16.30\|1.88\|16.49\|16.78\|16.00\|838533;2026-04-17\|15.84\|-2.82\|15.97\|16.05\|15.62\|566013;2026-04-20\|15.72\|-0.76\|15.80\|15.80\|15.58\|345414;2026-04-21\|15.38\|-2.16\|15.66\|15.66\|15.24\|291426;2026-04-22\|15.50\|0.78\|15.31\|15.50\|15.17\|237166;2026-04-23\|15.08\|-2.71\|15.41\|15.47\|14.94\|282056;2026-04-24\|14.95\|-0.86\|14.88\|15.07\|14.64\|206022;2026-04-27\|14.97\|0.13\|14.95\|15.04\|14.56\|225501;2026-04-28\|13.74\|-8.22\|14.47\|14.48\|13.65\|493775;2026-04-29\|13.68\|-0.44\|13.60\|13.85\|13.55\|230971;2026-04-30\|13.71\|0.22\|13.70\|13.82\|13.60\|177107;2026-05-06\|14.28\|4.16\|13.85\|14.55\|13.84\|348989;2026-05-07\|14.63\|2.45\|14.35\|14.67\|14.21\|269627;2026-05-08\|14.71\|0.55\|14.59\|14.77\|14.41\|228629;2026-05-11\|14.86\|1.02\|15.05\|15.07\|14.73\|338592;2026-05-12\|14.26\|-4.04\|14.78\|14.78\|14.22\|294461;2026-05-13\|14.46\|1.40\|14.24\|14.51\|14.16\|211950;2026-05-14\|13.94\|-3.60\|14.97\|15.09\|13.93\|366212;2026-05-15\|13.77\|-1.22\|13.94\|14.09\|13.69\|224741;2026-05-18\|13.83\|0.44\|13.70\|13.87\|13.55\|160834;2026-05-19\|14.12\|2.10\|13.78\|14.12\|13.65\|190297;2026-05-20\|13.58\|-3.82\|13.99\|13.99\|13.55\|196524;2026-05-21\|13.00\|-4.27\|13.64\|13.72\|12.98\|264004;2026-05-22\|13.90\|7.01\|14.11\|14.29\|13.71\|695464;2026-05-25\|14.25\|2.52\|13.52\|14.28\|13.50\|651388;2026-05-26\|13.89\|-2.53\|14.00\|14.30\|13.75\|334949;2026-05-27\|13.13\|-5.47\|13.84\|13.85\|13.06\|348237;2026-05-28\|13.17\|0.30\|13.14\|13.25\|12.74\|252294;2026-05-29\|12.78\|-2.96\|13.26\|13.45\|12.75\|244130;2026-06-01\|13.18\|3.13\|12.81\|13.37\|12.81\|251366;2026-06-02\|12.88\|-2.28\|13.17\|13.18\|12.71\|185906;2026-06-03\|12.94\|0.47\|12.82\|13.18\|12.73\|178638;2026-06-04\|12.25\|-5.33\|12.76\|12.82\|12.15\|327588;2026-06-05\|12.12\|-1.06\|12.20\|12.37\|11.93\|210585;2026-06-08\|11.54\|-4.79\|11.72\|11.93\|11.41\|218842;2026-06-09\|11.60\|0.52\|11.68\|11.73\|11.43\|153399;2026-06-10\|11.26\|-2.93\|11.49\|11.59\|11.10\|203460;2026-06-11\|10.79\|-4.17\|11.10\|11.17\|10.69\|220192;2026-06-12\|11.08\|2.69\|11.00\|11.29\|10.88\|231837;2026-06-15\|11.37\|2.62\|11.18\|11.44\|11.11\|158889;2026-06-16\|11.41\|0.35\|11.50\|11.51\|11.17\|143662;2026-06-17\|11.26\|-1.31\|11.33\|11.36\|11.17\|130560;2026-06-18\|11.26\|0.00\|11.27\|11.48\|11.21\|170013;2026-06-22\|11.47\|1.86\|11.13\|11.50\|10.78\|279892;2026-06-23\|11.49\|0.17\|11.55\|11.80\|11.38\|270826;2026-06-24\|11.53\|0.35\|11.58\|12.15\|11.21\|337940;2026-06-25\|11.24\|-2.52\|11.41\|11.66\|11.13\|250832;2026-06-26\|10.56\|-6.05\|11.02\|11.07\|10.54\|238720;2026-06-29\|10.27\|-2.75\|10.52\|10.61\|10.18\|201169;2026-06-30\|10.30\|0.29\|10.25\|10.58\|10.19\|199165;2026-07-01\|10.45\|1.46\|10.29\|10.68\|10.22\|226663;2026-07-02\|10.11\|-3.25\|10.46\|10.49\|10.10\|249092;2026-07-03\|10.27\|1.58\|10.13\|10.37\|10.12\|180109;2026-07-06\|10.00\|-2.63\|10.27\|10.32\|9.93\|184375;2026-07-07\|9.73\|-2.70\|10.01\|10.01\|9.67\|155331;2026-07-08\|9.87\|1.44\|9.74\|9.93\|9.65\|190550;2026-07-09\|9.91\|0.41\|9.77\|9.94\|9.59\|191819;2026-07-10\|10.14\|2.32\|9.84\|10.42\|9.71\|272837;2026-07-13\|9.71\|-4.24\|10.09\|10.23\|9.70\|222991;2026-07-14\|9.73\|0.21\|9.70\|9.84\|9.45\|182990;2026-07-15\|9.62\|-1.13\|9.60\|9.88\|9.46\|190500
111660	获政府入股，美股量子科技公司大涨	量子科技+抗量子密码行业原因：据证券时报5月21日报道，美股量子计算板块全线大涨。消息面上，美国政府宣布，将向9家量子计算公司提供总额20亿美元的拨款，相关交易包含美国政府获取股权的条款。IBM获得其中10亿美元，为最大受益方。公司原因： 1、据证券时报2026年5月20日报道，据海光信息消息，5月19日，在2026内生安全技术高峰论坛上，格尔软件与海光信息正式签署战略合作协议。双方将深化芯片内生安全与商用密码技术融合，携手推进抗量子密码迁移方案落地应用，共筑自主可控的国产化安全底座。 2、据2026年4月30日年报，公司2026Q1营收6593万元，同比增44.36%，亏损收窄43%，并计划3年投入1.6亿元定增资金推进抗量子密码产业化，面向党政、军工、金融客户。 3、据2026年3月5日问询函回复，公司2018年起布局抗量子密码，已完成国际及国内算法工程化适配，推出PKI基础设施、密钥管理系统等产品，在金融、政务、国防领域形成试点订单。	公司已加入上海鲲鹏生态联盟，投资的上海泓格后量子科技有限公司致力于抗量子密码领域技术研究、标准制定、产品研发，在政务、金融、军队等领域开展试点、和应用推广工作	2026-03-05\|25.71\|6.20\|25.35\|26.63\|24.28\|545299;2026-03-06\|25.82\|0.43\|24.93\|26.18\|24.93\|379746;2026-03-09\|25.50\|-1.24\|25.06\|25.61\|24.60\|211976;2026-03-10\|26.00\|1.96\|25.86\|26.53\|25.21\|245144;2026-03-11\|25.40\|-2.31\|26.50\|26.50\|25.33\|215314;2026-03-12\|24.76\|-2.52\|25.11\|25.66\|24.51\|165494;2026-03-13\|23.37\|-5.61\|24.40\|24.44\|23.28\|211250;2026-03-16\|23.30\|-0.30\|23.10\|23.35\|22.71\|109585;2026-03-17\|22.28\|-4.38\|23.21\|23.30\|22.22\|121350;2026-03-18\|22.84\|2.51\|22.44\|22.86\|22.11\|104367;2026-03-19\|22.26\|-2.54\|22.24\|22.53\|22.10\|86013;2026-03-20\|21.38\|-3.95\|22.50\|22.80\|21.38\|97014;2026-03-23\|20.14\|-5.80\|21.00\|21.26\|20.00\|109690;2026-03-24\|20.53\|1.94\|20.60\|20.83\|19.89\|87496;2026-03-25\|20.71\|0.88\|20.50\|20.96\|20.50\|80114;2026-03-26\|19.91\|-3.86\|20.60\|20.67\|19.90\|77754;2026-03-27\|19.95\|0.20\|19.60\|20.10\|19.51\|69868;2026-03-30\|20.03\|0.40\|19.62\|20.20\|19.32\|71761;2026-03-31\|19.66\|-1.85\|20.19\|20.24\|19.64\|54723;2026-04-01\|19.93\|1.37\|20.13\|20.13\|19.83\|56923;2026-04-02\|19.16\|-3.86\|19.81\|19.95\|19.06\|69143;2026-04-03\|19.01\|-0.78\|19.36\|19.46\|18.90\|53497;2026-04-07\|19.03\|0.11\|19.08\|19.25\|18.90\|56980;2026-04-08\|20.07\|5.47\|19.32\|20.07\|19.32\|92031;2026-04-09\|19.53\|-2.69\|19.71\|19.90\|19.45\|71322;2026-04-10\|19.88\|1.79\|19.83\|20.04\|19.70\|67743;2026-04-13\|19.77\|-0.55\|19.60\|19.86\|19.52\|46400;2026-04-14\|20.03\|1.32\|20.20\|20.30\|19.77\|64759;2026-04-15\|20.60\|2.85\|21.67\|22.00\|20.50\|197740;2026-04-16\|20.78\|0.87\|21.01\|21.21\|20.58\|134319;2026-04-17\|20.11\|-3.22\|20.39\|20.50\|19.90\|107637;2026-04-20\|19.91\|-0.99\|19.99\|20.00\|19.71\|74900;2026-04-21\|19.49\|-2.11\|19.91\|19.92\|19.37\|76244;2026-04-22\|19.47\|-0.10\|19.33\|19.55\|19.17\|52545;2026-04-23\|18.88\|-3.03\|19.32\|19.45\|18.86\|81542;2026-04-24\|18.32\|-2.97\|18.80\|18.85\|18.11\|80510;2026-04-27\|18.43\|0.60\|18.20\|18.49\|17.73\|69315;2026-04-28\|17.90\|-2.88\|18.45\|18.52\|17.85\|61179;2026-04-29\|18.13\|1.28\|17.80\|18.23\|17.71\|44710;2026-04-30\|18.65\|2.87\|18.08\|19.09\|18.08\|88780;2026-05-06\|19.30\|3.49\|18.82\|19.48\|18.82\|91790;2026-05-07\|19.53\|1.19\|19.38\|19.57\|19.12\|74885;2026-05-08\|19.81\|1.43\|19.79\|20.08\|19.52\|89591;2026-05-11\|19.94\|0.66\|20.30\|20.34\|19.70\|101445;2026-05-12\|19.47\|-2.36\|19.84\|19.84\|19.40\|70585;2026-05-13\|19.64\|0.87\|19.40\|19.77\|19.10\|63525;2026-05-14\|19.08\|-2.85\|20.03\|20.15\|19.05\|73615;2026-05-15\|19.02\|-0.31\|18.92\|19.60\|18.89\|66255;2026-05-18\|19.17\|0.79\|18.90\|19.23\|18.81\|47246;2026-05-19\|19.46\|1.51\|19.15\|19.66\|19.01\|62077;2026-05-20\|18.92\|-2.77\|19.39\|19.64\|18.90\|59927;2026-05-21\|18.22\|-3.70\|19.13\|19.44\|18.21\|84096;2026-05-22\|20.04\|9.99\|20.04\|20.04\|19.99\|158883;2026-05-25\|20.97\|4.64\|20.00\|21.98\|19.51\|379728;2026-05-26\|21.60\|3.00\|20.76\|21.79\|20.00\|295699;2026-05-27\|20.69\|-4.21\|21.09\|21.52\|20.68\|188464;2026-05-28\|20.35\|-1.64\|20.59\|20.96\|19.84\|151487;2026-05-29\|20.87\|2.56\|20.65\|21.38\|20.01\|221321;2026-06-01\|22.89\|9.68\|21.19\|22.90\|20.70\|343244;2026-06-02\|22.49\|-1.75\|22.00\|22.54\|21.50\|260516;2026-06-03\|22.09\|-1.78\|21.99\|24.22\|21.90\|266810;2026-06-04\|20.59\|-6.79\|22.15\|22.69\|20.55\|223999;2026-06-05\|18.68\|-9.28\|20.00\|20.00\|18.53\|215762;2026-06-08\|17.30\|-7.39\|17.38\|18.35\|17.20\|137370;2026-06-09\|17.31\|0.06\|17.39\|17.51\|16.76\|122824;2026-06-10\|16.42\|-5.14\|17.00\|17.18\|16.26\|114216;2026-06-11\|15.99\|-2.62\|16.06\|16.39\|15.80\|87563;2026-06-12\|16.03\|0.25\|16.20\|16.40\|15.95\|83622;2026-06-15\|16.55\|3.24\|16.20\|16.72\|16.10\|93838;2026-06-16\|16.53\|-0.12\|16.85\|16.85\|16.39\|75214;2026-06-17\|16.05\|-2.90\|16.29\|16.41\|15.90\|85715;2026-06-18\|16.21\|1.00\|16.00\|16.68\|15.93\|91504;2026-06-22\|16.14\|-0.43\|15.99\|16.19\|15.39\|102348;2026-06-23\|17.14\|6.20\|16.55\|17.66\|16.42\|181635;2026-06-24\|16.87\|-1.58\|16.85\|17.70\|16.60\|143659;2026-06-25\|15.92\|-5.63\|16.60\|17.17\|15.80\|134831;2026-06-26\|14.78\|-7.16\|15.51\|15.60\|14.68\|121740;2026-06-29\|14.59\|-1.29\|14.66\|14.88\|14.36\|66432;2026-06-30\|14.68\|0.62\|14.42\|14.99\|14.33\|64999;2026-07-01\|15.03\|2.38\|14.68\|15.18\|14.55\|79641;2026-07-02\|14.72\|-2.06\|15.14\|15.23\|14.69\|69350;2026-07-03\|14.91\|1.29\|14.72\|14.99\|14.71\|54221;2026-07-06\|14.34\|-3.82\|14.78\|14.96\|14.30\|55647;2026-07-07\|14.08\|-1.81\|14.75\|14.78\|14.08\|51413;2026-07-08\|14.42\|2.41\|13.88\|14.57\|13.88\|63951;2026-07-09\|14.52\|0.69\|14.40\|14.60\|13.84\|69064;2026-07-10\|14.98\|3.17\|14.36\|15.20\|14.35\|97830;2026-07-13\|14.15\|-5.54\|15.04\|15.50\|14.11\|82275;2026-07-14\|14.12\|-0.21\|13.96\|14.34\|13.55\|63477;2026-07-15\|13.87\|-1.77\|13.50\|14.32\|13.50\|55890
111659		电子布涨价+PCB+风电纱行业原因： 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、据证券时报2026年6月15日报道，电子布价格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%，本轮涨价核心驱动力来自AI算力需求；据2024年年报，公司全资子公司临沂天炬节能材料科技有限公司产品包含PCB薄毡。 2、据2026年5月18日投资者关系活动记录表，2026年公司风电纱规划产能约15万吨，已与国内主流叶片制造商、整机厂建立深度合作关系，凭借高模/超高模产品技术及成本优势在风电纱领域处于行业前列。 3、据2026年一季报，公司一季度营收8.45亿元，同比增长39.05%；归母净利润1008.23万元，同比增长15.43%。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，具备国企背景。	公司玻纤产能位居全国第四，玻纤纱为电子级玻璃纤维布的生产的原材料	2026-03-05\|9.49\|-0.52\|9.71\|9.80\|9.40\|305505;2026-03-06\|9.33\|-1.69\|9.44\|9.54\|9.21\|212988;2026-03-09\|9.17\|-1.71\|9.10\|9.17\|8.84\|237448;2026-03-10\|9.62\|4.91\|9.38\|9.89\|9.23\|456148;2026-03-11\|9.59\|-0.31\|9.53\|9.91\|9.47\|371024;2026-03-12\|9.68\|0.94\|9.70\|10.11\|9.44\|409325;2026-03-13\|9.55\|-1.34\|9.42\|9.80\|9.42\|286031;2026-03-16\|9.70\|1.57\|9.70\|9.81\|9.36\|259573;2026-03-17\|9.12\|-5.98\|9.72\|9.75\|9.08\|262657;2026-03-18\|9.38\|2.85\|9.06\|9.40\|9.06\|192120;2026-03-19\|8.79\|-6.29\|9.19\|9.26\|8.72\|202204;2026-03-20\|8.64\|-1.71\|8.90\|8.94\|8.63\|174195;2026-03-23\|8.11\|-6.13\|8.45\|8.50\|8.02\|179245;2026-03-24\|8.51\|4.93\|8.28\|8.52\|8.06\|155068;2026-03-25\|8.85\|4.00\|8.63\|9.01\|8.61\|182620;2026-03-26\|8.63\|-2.49\|8.83\|9.01\|8.55\|111031;2026-03-27\|8.75\|1.39\|8.45\|8.82\|8.42\|93896;2026-03-30\|9.14\|4.46\|8.60\|9.25\|8.60\|263859;2026-03-31\|8.79\|-3.83\|9.13\|9.14\|8.77\|187372;2026-04-01\|9.67\|10.01\|9.10\|9.67\|9.10\|169445;2026-04-02\|9.48\|-1.96\|9.47\|9.53\|9.20\|543033;2026-04-03\|9.18\|-3.16\|9.48\|9.49\|8.88\|354463;2026-04-07\|9.25\|0.76\|9.17\|9.42\|8.91\|289534;2026-04-08\|9.60\|3.78\|9.44\|9.61\|9.23\|454422;2026-04-09\|9.20\|-4.17\|9.00\|9.30\|8.71\|411009;2026-04-10\|10.12\|10.00\|9.16\|10.12\|9.12\|490265;2026-04-13\|10.58\|4.55\|9.97\|10.96\|9.87\|945981;2026-04-14\|10.55\|-0.28\|10.18\|10.67\|10.07\|678859;2026-04-15\|10.14\|-3.89\|10.42\|10.47\|10.05\|454142;2026-04-16\|10.49\|3.45\|10.18\|10.49\|9.89\|528124;2026-04-17\|10.32\|-1.62\|10.40\|10.76\|10.30\|488274;2026-04-20\|10.44\|1.16\|10.19\|10.66\|10.18\|416753;2026-04-21\|10.76\|3.07\|10.27\|11.17\|10.27\|549909;2026-04-22\|11.03\|2.51\|10.55\|11.08\|10.45\|540918;2026-04-23\|10.64\|-3.54\|10.92\|11.51\|10.59\|609767;2026-04-24\|10.31\|-3.10\|10.15\|10.68\|10.15\|375923;2026-04-27\|11.34\|9.99\|10.30\|11.34\|10.10\|229713;2026-04-28\|11.03\|-2.73\|11.39\|11.39\|10.76\|517181;2026-04-29\|12.13\|9.97\|11.17\|12.13\|11.17\|413183;2026-04-30\|11.69\|-3.63\|12.08\|12.32\|11.31\|788786;2026-05-06\|12.29\|5.13\|11.92\|12.58\|11.76\|722292;2026-05-07\|13.52\|10.01\|12.28\|13.52\|12.27\|540234;2026-05-08\|14.87\|9.99\|13.38\|14.87\|13.30\|327897;2026-05-11\|16.36\|10.02\|16.04\|16.36\|15.92\|178202;2026-05-12\|16.99\|3.85\|17.50\|17.70\|14.97\|1279590;2026-05-13\|16.01\|-5.77\|16.49\|16.58\|15.30\|854658;2026-05-14\|15.47\|-3.37\|15.96\|16.61\|15.10\|647795;2026-05-15\|14.65\|-5.30\|15.54\|15.96\|14.43\|603085;2026-05-18\|14.50\|-1.02\|14.02\|14.70\|13.87\|431599;2026-05-19\|14.90\|2.76\|14.32\|15.19\|13.67\|632418;2026-05-20\|14.37\|-3.56\|14.50\|14.84\|14.10\|422958;2026-05-21\|14.31\|-0.42\|14.50\|15.46\|14.08\|652430;2026-05-22\|15.74\|9.99\|14.31\|15.74\|14.25\|721626;2026-05-25\|16.29\|3.49\|16.08\|16.72\|15.40\|927537;2026-05-26\|17.92\|10.01\|15.88\|17.92\|15.47\|731384;2026-05-27\|18.55\|3.52\|18.34\|19.71\|16.70\|1001196;2026-05-28\|20.20\|8.89\|17.80\|20.30\|17.68\|880090;2026-05-29\|18.32\|-9.31\|20.00\|20.00\|18.30\|716595;2026-06-01\|16.49\|-9.99\|17.40\|18.40\|16.49\|644709;2026-06-02\|16.85\|2.18\|16.29\|17.28\|15.68\|702615;2026-06-03\|17.19\|2.02\|16.50\|17.50\|16.30\|728071;2026-06-04\|18.43\|7.21\|16.56\|18.90\|16.38\|774133;2026-06-05\|18.39\|-0.22\|17.90\|19.71\|17.54\|758911;2026-06-08\|17.41\|-5.33\|16.72\|18.70\|16.72\|526745;2026-06-09\|19.15\|9.99\|18.44\|19.15\|18.00\|366872;2026-06-10\|21.07\|10.03\|19.60\|21.07\|19.53\|942947;2026-06-11\|22.26\|5.65\|21.49\|22.56\|20.66\|1096211;2026-06-12\|20.59\|-7.50\|21.60\|22.95\|20.54\|886663;2026-06-15\|21.80\|5.88\|20.89\|21.86\|20.80\|813005;2026-06-16\|23.98\|10.00\|21.50\|23.98\|21.14\|549822;2026-06-17\|26.00\|8.42\|24.60\|26.38\|24.48\|1019173;2026-06-18\|23.40\|-10.00\|23.40\|23.98\|23.40\|262396;2026-06-22\|22.82\|-2.48\|21.06\|23.35\|21.06\|1034794;2026-06-23\|21.00\|-7.98\|21.50\|22.53\|20.54\|747719;2026-06-24\|22.42\|6.76\|20.54\|22.77\|20.53\|884796;2026-06-25\|23.71\|5.75\|21.60\|24.26\|21.60\|848315;2026-06-26\|24.94\|5.19\|23.00\|25.95\|22.46\|888571;2026-06-29\|22.45\|-9.98\|24.41\|24.49\|22.45\|162022;2026-06-30\|21.09\|-6.06\|20.21\|22.30\|20.21\|811742;2026-07-01\|21.86\|3.65\|20.60\|22.00\|19.44\|712152;2026-07-02\|19.67\|-10.02\|20.61\|20.61\|19.67\|521508;2026-07-03\|18.32\|-6.86\|18.49\|20.00\|17.82\|635923;2026-07-06\|17.21\|-6.06\|18.36\|18.85\|17.00\|614856;2026-07-07\|16.96\|-1.45\|17.08\|17.88\|16.75\|393397;2026-07-08\|16.01\|-5.60\|16.99\|17.45\|16.00\|364352;2026-07-09\|17.52\|9.43\|16.33\|17.61\|16.22\|678445;2026-07-10\|16.75\|-4.39\|17.95\|18.27\|16.72\|588235;2026-07-13\|15.33\|-8.48\|16.33\|16.65\|15.33\|389570;2026-07-14\|16.54\|7.89\|15.60\|16.86\|15.25\|500439;2026-07-15\|15.89\|-3.93\|16.81\|17.17\|15.85\|388527
111658		玻纤设备+华为合作+纺织机械+减亏行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日年报，公司二季度与重庆国际复合材料签订史上最大额玻璃纤维捻线机订单，旗下阿尔玛、福克曼品牌玻纤直捻系统已获行业龙头采用。 2、据2025年11月25日官微，公司与华为签署合作协议，共同开发智能体纺机、纺纱智能体及行业大模型，打造灯塔工厂。 3、据2026年4月29日一季报，公司2026Q1营收7.89亿元同比增23%，归母净亏损3009万元同比收窄68.5%，经营现金流由负转正至6144万元。	公司旗下品牌有阿尔玛（Allma）、福克曼（Volkmann）等，在玻纤领域有明星产品VGT高端玻纤机；一季度业绩同比减亏	2026-03-05\|3.77\|9.91\|3.77\|3.77\|3.77\|187585;2026-03-06\|4.15\|10.08\|4.00\|4.15\|3.83\|1782960;2026-03-09\|3.89\|-6.27\|3.88\|4.09\|3.76\|3067578;2026-03-10\|3.96\|1.80\|3.89\|4.07\|3.83\|2377601;2026-03-11\|4.16\|5.05\|3.82\|4.36\|3.79\|3055089;2026-03-12\|4.04\|-2.88\|4.14\|4.16\|3.89\|2003488;2026-03-13\|3.83\|-5.20\|3.94\|4.05\|3.77\|1456642;2026-03-16\|4.21\|9.92\|3.79\|4.21\|3.62\|1755959;2026-03-17\|4.63\|9.98\|4.43\|4.63\|4.35\|1399648;2026-03-18\|4.45\|-3.89\|4.61\|4.69\|4.32\|2720025;2026-03-19\|4.17\|-6.29\|4.31\|4.40\|4.14\|1588786;2026-03-20\|3.79\|-9.11\|4.25\|4.41\|3.76\|2108962;2026-03-23\|3.54\|-6.60\|3.57\|3.88\|3.50\|1531370;2026-03-24\|3.77\|6.50\|3.71\|3.89\|3.64\|1916391;2026-03-25\|3.93\|4.24\|3.79\|4.03\|3.79\|1645527;2026-03-26\|3.72\|-5.34\|3.90\|3.93\|3.70\|1146515;2026-03-27\|3.71\|-0.27\|3.69\|3.75\|3.60\|776039;2026-03-30\|3.72\|0.27\|3.65\|3.75\|3.42\|997561;2026-03-31\|3.64\|-2.15\|3.70\|3.88\|3.60\|1049281;2026-04-01\|4.00\|9.89\|3.79\|4.00\|3.70\|807221;2026-04-02\|3.79\|-5.25\|4.06\|4.06\|3.77\|1513596;2026-04-03\|3.65\|-3.69\|3.82\|3.87\|3.54\|979637;2026-04-07\|3.68\|0.82\|3.65\|3.83\|3.61\|777002;2026-04-08\|3.97\|7.88\|3.79\|4.05\|3.75\|1728325;2026-04-09\|3.95\|-0.50\|3.92\|4.00\|3.85\|1116388;2026-04-10\|4.11\|4.05\|3.99\|4.35\|3.98\|2566929;2026-04-13\|4.28\|4.14\|3.98\|4.30\|3.90\|2108912;2026-04-14\|4.29\|0.23\|4.21\|4.43\|4.15\|1682865;2026-04-15\|4.17\|-2.80\|4.27\|4.30\|4.12\|1153755;2026-04-16\|4.18\|0.24\|4.15\|4.30\|4.09\|984363;2026-04-17\|4.34\|3.83\|4.18\|4.57\|4.16\|1539483;2026-04-20\|4.38\|0.92\|4.30\|4.50\|4.25\|1189502;2026-04-21\|4.26\|-2.74\|4.35\|4.37\|4.19\|906976;2026-04-22\|4.33\|1.64\|4.08\|4.42\|4.08\|1229559;2026-04-23\|4.31\|-0.46\|4.30\|4.35\|4.17\|839483;2026-04-24\|4.74\|9.98\|4.28\|4.74\|4.25\|1825570;2026-04-27\|4.95\|4.43\|4.53\|4.99\|4.50\|2161621;2026-04-28\|4.94\|-0.20\|4.81\|5.17\|4.81\|1573296;2026-04-29\|5.43\|9.92\|4.98\|5.43\|4.91\|1501387;2026-04-30\|4.89\|-9.94\|5.24\|5.50\|4.89\|2098438;2026-05-06\|4.98\|1.84\|4.90\|5.05\|4.74\|1693432;2026-05-07\|5.01\|0.60\|5.02\|5.11\|4.92\|1365066;2026-05-08\|5.51\|9.98\|5.01\|5.51\|5.01\|1587177;2026-05-11\|6.06\|9.98\|5.94\|6.06\|5.80\|529241;2026-05-12\|6.10\|0.66\|6.09\|6.39\|5.51\|3222974;2026-05-13\|6.28\|2.95\|6.12\|6.41\|6.02\|2427366;2026-05-14\|6.61\|5.25\|6.41\|6.76\|6.15\|2295739;2026-05-15\|6.32\|-4.39\|6.61\|6.90\|6.22\|2161062;2026-05-18\|6.09\|-3.64\|6.05\|6.30\|5.95\|1720567;2026-05-19\|5.90\|-3.12\|6.04\|6.15\|5.75\|1400949;2026-05-20\|5.91\|0.17\|5.79\|5.98\|5.54\|1283063;2026-05-21\|5.80\|-1.86\|5.88\|6.27\|5.78\|1492115;2026-05-22\|6.38\|10.00\|5.90\|6.38\|5.88\|1037913;2026-05-25\|6.65\|4.23\|6.38\|6.85\|6.22\|2372650;2026-05-26\|7.17\|7.82\|6.57\|7.32\|6.56\|3152486;2026-05-27\|7.36\|2.65\|7.14\|7.63\|7.03\|2501660;2026-05-28\|7.61\|3.40\|7.36\|7.77\|7.30\|2021707;2026-05-29\|7.88\|3.55\|7.71\|8.37\|7.61\|2429008;2026-06-01\|7.42\|-5.84\|7.83\|8.18\|7.31\|2165918;2026-06-02\|7.28\|-1.89\|7.46\|7.47\|6.94\|1626346;2026-06-03\|7.18\|-1.37\|7.28\|7.55\|7.06\|1687739;2026-06-04\|7.13\|-0.70\|7.26\|7.60\|7.01\|1797887;2026-06-05\|6.83\|-4.21\|7.08\|7.36\|6.76\|1570899;2026-06-08\|6.25\|-8.49\|6.25\|6.74\|6.17\|1476819;2026-06-09\|6.35\|1.60\|6.60\|6.84\|6.23\|1607834;2026-06-10\|5.92\|-6.77\|6.25\|6.30\|5.79\|1438091;2026-06-11\|5.76\|-2.70\|5.77\|6.01\|5.64\|1181459;2026-06-12\|5.44\|-5.56\|5.95\|5.95\|5.42\|1300046;2026-06-15\|5.98\|9.93\|5.56\|5.98\|5.55\|751514;2026-06-16\|6.58\|10.03\|6.13\|6.58\|6.10\|1392259;2026-06-17\|6.59\|0.15\|6.65\|6.91\|6.40\|2161486;2026-06-18\|7.25\|10.02\|6.65\|7.25\|6.55\|1727931;2026-06-22\|7.34\|1.24\|7.14\|7.60\|6.93\|2693910;2026-06-23\|6.61\|-9.95\|7.00\|7.08\|6.61\|1659801;2026-06-24\|6.33\|-4.24\|6.44\|6.67\|6.16\|1475072;2026-06-25\|6.45\|1.90\|6.28\|6.70\|6.07\|1378206;2026-06-26\|7.10\|10.08\|6.70\|7.10\|6.70\|624772;2026-06-29\|7.49\|5.49\|7.81\|7.81\|7.32\|2996353;2026-06-30\|8.05\|7.48\|7.27\|8.24\|7.16\|3253225;2026-07-01\|7.25\|-9.94\|7.66\|7.73\|7.25\|1710611;2026-07-02\|6.53\|-9.93\|6.75\|7.08\|6.53\|1737042;2026-07-03\|6.26\|-4.13\|6.50\|6.73\|6.26\|1445097;2026-07-06\|5.93\|-5.27\|6.37\|6.48\|5.90\|1045239;2026-07-07\|5.67\|-4.38\|5.93\|6.27\|5.55\|1139020;2026-07-08\|5.33\|-6.00\|5.78\|5.78\|5.30\|874300;2026-07-09\|5.66\|6.19\|5.43\|5.73\|5.28\|1219367;2026-07-10\|5.41\|-4.42\|5.67\|5.79\|5.41\|1082365;2026-07-13\|4.87\|-9.98\|5.33\|5.44\|4.87\|905713;2026-07-14\|5.02\|3.08\|4.81\|5.06\|4.70\|927479;2026-07-15\|4.85\|-3.39\|5.08\|5.08\|4.79\|756986
111657	宜春市发布《关于进一步加强锂资源矿山监督管理的通知（征求意见稿）》	紫铜带箔材+压延铜箔+新能源电池结构件+3D打印 1、据2026年6月5日互动易，公司拥有压延铜箔生产线，产品主要应用于LED、印刷线路板、新能源软连接等领域。 2、据2026年4月25日年报，公司是国内紫铜板带箔材细分行业经营规模较大、技术实力领先的企业，主要从事紫铜带箔材的研发、生产和销售。 3、据2026年4月25日年报，公司新能源业务中动力电池金属结构件电池包箱体现有年产能50万套，主要客户为奇瑞汽车等；铝箔产品包含电池箔。 4、据2026年6月15日互动易，公司目前持有洛阳盈创21%的股份，其主要业务为设备研发制造与销售及3D打印相关业务。	公司投资参股的安徽安瓦新能源科技有限公司，其主要生产半固态电池	2026-03-05\|10.83\|1.79\|10.77\|10.94\|10.76\|57513;2026-03-06\|10.93\|0.92\|10.75\|11.03\|10.54\|46866;2026-03-09\|10.84\|-0.82\|10.90\|10.92\|10.55\|68945;2026-03-10\|10.95\|1.01\|10.90\|11.00\|10.81\|47662;2026-03-11\|11.26\|2.83\|11.01\|11.34\|10.86\|100061;2026-03-12\|12.39\|10.04\|11.25\|12.39\|11.19\|562113;2026-03-13\|12.41\|0.16\|12.39\|13.12\|12.20\|612427;2026-03-16\|12.54\|1.05\|12.52\|12.79\|12.44\|290366;2026-03-17\|12.73\|1.52\|12.65\|13.09\|12.63\|290937;2026-03-18\|12.68\|-0.39\|12.75\|13.00\|12.50\|226467;2026-03-19\|11.61\|-8.44\|12.40\|12.68\|11.50\|282119;2026-03-20\|10.45\|-9.99\|11.61\|11.68\|10.45\|368108;2026-03-23\|9.46\|-9.47\|9.85\|10.20\|9.41\|302030;2026-03-24\|10.41\|10.04\|9.82\|10.41\|9.58\|273689;2026-03-25\|10.87\|4.42\|10.62\|11.10\|10.50\|284747;2026-03-26\|10.77\|-0.92\|10.97\|10.98\|10.67\|137243;2026-03-27\|11.13\|3.34\|10.82\|11.37\|10.70\|151663;2026-03-30\|11.43\|2.70\|11.00\|11.50\|10.99\|154667;2026-03-31\|11.16\|-2.36\|11.37\|11.55\|11.14\|132562;2026-04-01\|11.15\|-0.09\|11.31\|11.48\|11.03\|102674;2026-04-02\|10.88\|-2.42\|11.11\|11.28\|10.80\|92040;2026-04-03\|10.13\|-6.89\|10.91\|10.93\|10.11\|135120;2026-04-07\|10.25\|1.18\|10.20\|10.34\|9.95\|121136;2026-04-08\|10.68\|4.20\|10.57\|10.74\|10.38\|105702;2026-04-09\|10.59\|-0.84\|10.56\|10.75\|10.50\|90231;2026-04-10\|10.66\|0.66\|10.69\|10.88\|10.62\|65909;2026-04-13\|10.82\|1.50\|10.60\|10.83\|10.54\|62838;2026-04-14\|11.90\|9.98\|10.83\|11.90\|10.83\|236886;2026-04-15\|11.62\|-2.35\|12.19\|12.19\|11.53\|341604;2026-04-16\|11.93\|2.67\|11.79\|12.06\|11.70\|257359;2026-04-17\|12.13\|1.68\|11.81\|12.25\|11.77\|206181;2026-04-20\|12.24\|0.91\|12.10\|12.35\|12.00\|181903;2026-04-21\|12.26\|0.16\|12.27\|12.32\|12.06\|140377;2026-04-22\|12.02\|-1.96\|12.22\|12.25\|12.00\|150115;2026-04-23\|11.59\|-3.58\|12.03\|12.07\|11.51\|156220;2026-04-24\|11.46\|-1.12\|11.48\|11.57\|11.20\|118020;2026-04-27\|12.11\|5.67\|11.53\|12.14\|11.47\|211646;2026-04-28\|12.23\|0.99\|12.11\|12.34\|11.97\|230654;2026-04-29\|12.42\|1.55\|12.21\|12.45\|12.05\|164013;2026-04-30\|12.96\|4.35\|12.36\|13.30\|12.26\|294558;2026-05-06\|13.56\|4.63\|12.95\|13.60\|12.79\|279993;2026-05-07\|13.49\|-0.52\|13.43\|13.63\|13.20\|215186;2026-05-08\|13.40\|-0.67\|13.32\|13.64\|13.28\|146435;2026-05-11\|13.59\|1.42\|13.40\|13.80\|13.35\|176126;2026-05-12\|13.09\|-3.68\|13.58\|13.64\|12.97\|162874;2026-05-13\|13.95\|6.57\|13.19\|14.08\|13.10\|249335;2026-05-14\|13.34\|-4.37\|13.82\|13.82\|13.29\|217473;2026-05-15\|12.92\|-3.15\|12.98\|13.26\|12.78\|157962;2026-05-18\|13.48\|4.33\|12.91\|13.72\|12.75\|161381;2026-05-19\|13.29\|-1.41\|13.40\|13.74\|13.10\|120277;2026-05-20\|13.16\|-0.98\|13.34\|13.56\|12.99\|99454;2026-05-21\|12.37\|-6.00\|13.13\|13.24\|12.32\|143439;2026-05-22\|13.45\|8.73\|12.43\|13.61\|12.33\|251032;2026-05-25\|13.47\|0.15\|13.48\|13.84\|13.02\|191875;2026-05-26\|13.64\|1.26\|13.35\|13.84\|13.16\|220161;2026-05-27\|13.17\|-3.45\|13.69\|13.80\|13.07\|186254;2026-05-28\|14.49\|10.02\|13.13\|14.49\|13.05\|298015;2026-05-29\|13.61\|-6.07\|14.97\|15.00\|13.54\|347547;2026-06-01\|13.82\|1.54\|13.50\|14.15\|13.31\|278582;2026-06-02\|13.39\|-3.11\|13.68\|14.09\|12.99\|231895;2026-06-03\|14.06\|5.00\|13.25\|14.65\|13.25\|298283;2026-06-04\|13.60\|-3.27\|13.69\|14.00\|13.38\|215954;2026-06-05\|13.48\|-0.88\|13.35\|13.99\|12.69\|244810;2026-06-08\|12.80\|-5.04\|12.67\|13.72\|12.53\|176667;2026-06-09\|13.06\|2.03\|12.86\|13.38\|12.48\|171120;2026-06-10\|13.68\|4.75\|12.78\|14.20\|12.60\|257117;2026-06-11\|13.40\|-2.05\|13.60\|14.05\|13.21\|186424;2026-06-12\|13.63\|1.72\|13.50\|14.07\|12.96\|319417;2026-06-15\|14.52\|6.53\|13.89\|14.58\|13.80\|394699;2026-06-16\|14.90\|2.62\|14.40\|15.45\|14.23\|501182;2026-06-17\|14.73\|-1.14\|14.60\|14.87\|14.45\|262372;2026-06-18\|14.70\|-0.20\|14.64\|15.10\|14.40\|230228;2026-06-22\|14.49\|-0.75\|14.33\|14.49\|13.85\|213290;2026-06-23\|13.32\|-8.07\|14.49\|14.49\|13.18\|234910;2026-06-24\|12.80\|-3.90\|13.19\|13.40\|12.41\|199136;2026-06-25\|14.08\|10.00\|12.68\|14.08\|12.41\|246454;2026-06-26\|12.81\|-9.02\|13.98\|13.98\|12.75\|299691;2026-06-29\|11.85\|-7.49\|12.90\|13.11\|11.60\|237394;2026-06-30\|11.92\|0.59\|11.96\|12.06\|11.40\|152890;2026-07-01\|11.90\|-0.17\|11.88\|12.24\|11.78\|143079;2026-07-02\|11.63\|-2.27\|11.90\|12.15\|11.48\|125282;2026-07-03\|11.30\|-2.84\|11.78\|11.87\|11.27\|146710;2026-07-06\|10.88\|-3.72\|11.33\|11.43\|10.78\|124571;2026-07-07\|10.41\|-4.32\|10.78\|10.93\|10.38\|96943;2026-07-08\|10.44\|0.29\|10.45\|10.54\|10.06\|92420;2026-07-09\|10.35\|-0.86\|10.40\|10.46\|9.75\|114437;2026-07-10\|10.23\|-1.16\|10.33\|10.55\|10.23\|102566;2026-07-13\|9.55\|-6.65\|10.20\|10.20\|9.49\|92784;2026-07-14\|9.97\|4.40\|9.53\|9.99\|9.27\|116783;2026-07-15\|9.70\|-2.71\|9.90\|10.09\|9.64\|77162
111656	宜春市发布《关于进一步加强锂资源矿山监督管理的通知（征求意见稿）》	盐湖提锂+锂电回收+精细化工行业原因： 1、据上海证券报2月25日报道，津巴布韦矿业部宣布立即暂停所有原矿及锂精矿出口。美国地质调查局最新报告显示，预计2025年津巴布韦锂矿产量为2.8万吨，仅次于阿根廷、中国、智利。 2、碳酸锂主力合约两日涨超10%，瑞银同日上调2026年碳酸锂目标价至2.6万美元/吨，全球锂市进入第三次超级周期预期强化。公司原因： 1、据2025年半年度报告，公司积极推动萃取法提锂技术在盐湖提锂、矿石提锂、锂电回收的应用，形成盐湖提锂+电池回收技术储备。 2、据2026年2月4日互动易，公司的萃取技术已在锂电回收领域体现出高回收率、工艺简洁、安全环保等多重优势，可高效提取锂、镍、钴、锰等金属。与此同时，公司也正积极将该萃取技术向贵金属回收领域拓展应用。 3、据2025年半年报，公司主要产品低碳脂肪胺、有机溶剂、合成香料，都属于精细化工行业，公司主要产品的装置规模和工艺技术等在国内具有较强的竞争优势。	公司积极推动萃取法提锂技术在盐湖提锂、矿石提锂、锂电回收的应用，形成盐湖提锂+电池回收技术储备	2026-03-05\|35.78\|-0.22\|36.40\|37.41\|35.30\|108746;2026-03-06\|35.67\|-0.31\|35.56\|36.13\|35.01\|88841;2026-03-09\|34.02\|-4.63\|35.65\|35.67\|33.31\|126511;2026-03-10\|34.40\|1.12\|34.32\|35.32\|34.05\|86294;2026-03-11\|34.35\|-0.15\|34.48\|35.09\|34.19\|66935;2026-03-12\|33.70\|-1.89\|35.01\|35.20\|33.25\|82868;2026-03-13\|34.14\|1.31\|33.46\|34.96\|33.33\|93589;2026-03-16\|32.34\|-5.27\|34.50\|34.88\|31.53\|112937;2026-03-17\|32.15\|-0.59\|32.34\|33.38\|32.00\|79997;2026-03-18\|32.61\|1.43\|32.30\|32.76\|31.71\|50678;2026-03-19\|30.90\|-5.24\|32.61\|32.61\|30.50\|90958;2026-03-20\|30.27\|-2.04\|31.02\|31.93\|30.20\|75716;2026-03-23\|27.86\|-7.96\|29.12\|30.00\|27.60\|99307;2026-03-24\|29.20\|4.81\|28.50\|29.49\|27.61\|90845;2026-03-25\|30.21\|3.46\|29.50\|30.29\|29.22\|55216;2026-03-26\|29.85\|-1.19\|30.50\|31.49\|29.58\|80106;2026-03-27\|31.32\|4.92\|29.70\|31.96\|29.50\|90221;2026-03-30\|31.28\|-0.13\|31.50\|31.87\|30.88\|65920;2026-03-31\|30.35\|-2.97\|31.01\|31.88\|30.24\|64905;2026-04-01\|30.29\|-0.20\|30.67\|31.36\|30.08\|48755;2026-04-02\|29.29\|-3.30\|30.15\|30.20\|28.96\|48309;2026-04-03\|28.64\|-2.22\|29.37\|29.48\|28.27\|45161;2026-04-07\|29.77\|3.95\|29.02\|30.09\|28.61\|59179;2026-04-08\|30.61\|2.82\|30.40\|31.35\|29.82\|62682;2026-04-09\|30.97\|1.18\|30.60\|31.50\|30.21\|49201;2026-04-10\|32.14\|3.78\|31.20\|32.76\|30.86\|75519;2026-04-13\|32.69\|1.71\|32.15\|33.48\|32.00\|75300;2026-04-14\|32.32\|-1.13\|33.34\|33.40\|31.82\|50452;2026-04-15\|32.18\|-0.43\|32.00\|33.19\|31.90\|38131;2026-04-16\|32.85\|2.08\|32.73\|33.28\|32.00\|42091;2026-04-17\|33.38\|1.61\|33.20\|33.62\|32.43\|54486;2026-04-20\|33.67\|0.87\|34.50\|34.50\|33.41\|51993;2026-04-21\|34.36\|2.05\|33.99\|34.40\|32.88\|64314;2026-04-22\|34.19\|-0.49\|34.33\|34.86\|34.00\|55289;2026-04-23\|33.42\|-2.25\|34.26\|34.80\|33.21\|49876;2026-04-24\|33.69\|0.81\|33.43\|34.33\|33.19\|42103;2026-04-27\|33.79\|0.30\|33.80\|34.00\|32.80\|69248;2026-04-28\|32.88\|-2.69\|33.95\|33.95\|32.58\|59595;2026-04-29\|34.27\|4.23\|32.99\|34.52\|32.99\|75836;2026-04-30\|34.28\|0.03\|34.10\|34.99\|34.00\|56816;2026-05-06\|35.25\|2.83\|34.80\|35.50\|34.26\|78272;2026-05-07\|35.78\|1.50\|35.35\|35.96\|34.71\|63326;2026-05-08\|36.43\|1.82\|35.84\|38.10\|35.64\|97829;2026-05-11\|37.77\|3.68\|36.50\|38.19\|36.50\|69420;2026-05-12\|37.29\|-1.27\|37.78\|38.30\|36.73\|61327;2026-05-13\|38.02\|1.96\|37.25\|38.30\|36.68\|79479;2026-05-14\|38.43\|1.08\|38.01\|39.96\|38.00\|125312;2026-05-15\|36.48\|-5.07\|39.03\|39.20\|36.40\|123582;2026-05-18\|39.49\|8.25\|36.65\|40.13\|35.34\|221753;2026-05-19\|39.60\|0.28\|39.50\|39.91\|38.55\|113699;2026-05-20\|38.74\|-2.17\|39.59\|41.15\|38.35\|145361;2026-05-21\|38.32\|-1.08\|38.92\|40.85\|38.20\|149941;2026-05-22\|42.15\|9.99\|39.00\|42.15\|38.40\|168901;2026-05-25\|42.07\|-0.19\|43.00\|43.98\|41.60\|132560;2026-05-26\|41.00\|-2.54\|41.83\|42.48\|40.40\|106176;2026-05-27\|40.10\|-2.20\|41.07\|42.60\|39.82\|115798;2026-05-28\|40.23\|0.32\|39.98\|40.94\|38.85\|88555;2026-05-29\|37.96\|-5.64\|40.09\|40.10\|37.39\|104569;2026-06-01\|36.90\|-2.79\|38.40\|38.90\|36.80\|78531;2026-06-02\|36.76\|-0.38\|37.02\|37.35\|35.55\|68502;2026-06-03\|37.14\|1.03\|37.00\|38.10\|36.00\|70711;2026-06-04\|37.13\|-0.03\|36.45\|37.41\|35.83\|69141;2026-06-05\|37.33\|0.54\|37.01\|38.05\|36.26\|79579;2026-06-08\|37.72\|1.04\|36.38\|38.68\|36.15\|97638;2026-06-09\|37.78\|0.16\|37.86\|38.48\|36.78\|92497;2026-06-10\|39.39\|4.26\|37.72\|39.92\|37.40\|133529;2026-06-11\|39.80\|1.04\|38.85\|40.25\|38.10\|136285;2026-06-12\|39.04\|-1.91\|40.08\|40.95\|38.90\|108643;2026-06-15\|39.36\|0.82\|38.88\|39.70\|38.71\|88509;2026-06-16\|39.51\|0.38\|39.80\|40.16\|38.83\|91347;2026-06-17\|40.00\|1.24\|39.24\|41.63\|39.03\|105627;2026-06-18\|39.10\|-1.26\|39.33\|40.36\|38.88\|83734;2026-06-22\|41.08\|5.06\|39.39\|41.08\|37.87\|144860;2026-06-23\|39.76\|-3.21\|41.40\|41.69\|39.40\|90395;2026-06-24\|40.74\|2.46\|39.76\|41.59\|38.31\|119310;2026-06-25\|37.75\|-7.34\|41.20\|41.20\|37.71\|135991;2026-06-26\|38.65\|2.38\|37.75\|40.50\|37.57\|117955;2026-06-29\|34.79\|-9.99\|38.58\|38.62\|34.79\|130001;2026-06-30\|33.49\|-3.74\|34.20\|34.70\|33.10\|124157;2026-07-01\|36.50\|8.99\|34.20\|36.84\|33.00\|158990;2026-07-02\|37.70\|3.29\|35.69\|39.26\|35.10\|147190;2026-07-03\|37.19\|-1.35\|37.24\|38.27\|36.61\|79785;2026-07-06\|36.09\|-2.96\|37.01\|37.88\|35.88\|66602;2026-07-07\|33.89\|-6.10\|35.72\|36.30\|33.76\|67632;2026-07-08\|31.19\|-7.97\|34.04\|34.49\|31.10\|83722;2026-07-09\|32.96\|5.67\|31.25\|32.99\|30.20\|108219;2026-07-10\|31.66\|-3.94\|33.77\|34.48\|31.61\|85492;2026-07-13\|30.04\|-5.12\|31.36\|31.92\|30.01\|61222;2026-07-14\|30.05\|0.03\|30.09\|30.69\|29.30\|62304;2026-07-15\|29.71\|-1.13\|30.04\|30.69\|29.36\|44623
111655	宜春市发布《关于进一步加强锂资源矿山监督管理的通知（征求意见稿）》	圆柱电池+人形机器人+马来西亚产能+分红实施行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日投资者关系活动记录表，公司子公司天鹏电源是宇树科技重要供应商，合作始于2020年，并已为宇树、云深处、傅利叶等人形机器人客户批量供货。 2、据2025年年度报告，公司2025年锂电池出货量增长约52%，其中AI机器人/机器狗等新兴应用已实现领先布局与出货，并推出针对人形机器人市场的21700-7.0Ah高能量密度电芯。 3、据2025年年度报告，马来西亚一期4亿颗圆柱电芯项目已于2025年4月底投产，二期全极耳产能已纳入2026年建设规划，强化全球交付能力并降低贸易政策风险。 4、据2026年5月14日权益分派实施公告，公司10转4.8股派1元含税，股权登记日为5月20日，除权除息日为5月21日。	公司已推出半固态锂电池产品，并持续推进固态/半固态电池研发	2026-03-05\|17.96\|4.48\|17.50\|18.10\|17.47\|907554;2026-03-06\|17.74\|-1.22\|18.00\|18.00\|17.43\|561987;2026-03-09\|17.37\|-2.09\|17.41\|17.49\|16.83\|514610;2026-03-10\|17.83\|2.65\|17.60\|17.88\|17.48\|442048;2026-03-11\|18.38\|3.08\|17.78\|18.67\|17.72\|934500;2026-03-12\|18.14\|-1.31\|18.32\|18.33\|17.91\|563214;2026-03-13\|18.03\|-0.61\|17.99\|18.47\|17.95\|530293;2026-03-16\|17.89\|-0.78\|18.08\|18.30\|17.76\|346063;2026-03-17\|17.30\|-3.30\|17.91\|18.12\|17.27\|394365;2026-03-18\|17.22\|-0.46\|17.38\|17.44\|17.00\|280579;2026-03-19\|16.75\|-2.73\|17.00\|17.12\|16.66\|333282;2026-03-20\|17.10\|2.09\|16.87\|17.77\|16.85\|619716;2026-03-23\|17.28\|1.05\|17.31\|17.86\|17.10\|843433;2026-03-24\|17.58\|1.74\|17.51\|17.60\|16.63\|616478;2026-03-25\|17.32\|-1.48\|17.53\|17.62\|17.26\|475337;2026-03-26\|17.40\|0.46\|17.32\|17.95\|17.01\|721465;2026-03-27\|17.79\|2.24\|17.10\|17.94\|17.09\|719646;2026-03-30\|17.98\|1.07\|17.56\|18.00\|16.98\|775011;2026-03-31\|16.62\|-7.56\|17.82\|17.82\|16.55\|905006;2026-04-01\|16.93\|1.87\|16.90\|17.14\|16.62\|423609;2026-04-02\|16.99\|0.35\|16.78\|17.48\|16.71\|551414;2026-04-03\|16.45\|-3.18\|16.90\|17.11\|16.36\|454999;2026-04-07\|17.91\|8.88\|16.80\|18.10\|16.78\|1820785;2026-04-08\|18.38\|2.62\|17.85\|18.48\|17.75\|1478861;2026-04-09\|18.67\|1.58\|18.38\|19.10\|17.88\|1205063;2026-04-10\|19.12\|2.41\|19.20\|19.70\|19.05\|1266014;2026-04-13\|19.39\|1.41\|18.88\|19.58\|18.81\|861879;2026-04-14\|19.62\|1.19\|19.59\|19.76\|19.32\|843760;2026-04-15\|19.04\|-2.96\|19.62\|19.69\|19.00\|731676;2026-04-16\|19.82\|4.10\|19.32\|20.08\|19.21\|946754;2026-04-17\|19.74\|-0.40\|19.79\|20.04\|19.54\|574727;2026-04-20\|19.66\|-0.41\|19.80\|19.80\|19.55\|473138;2026-04-21\|20.18\|2.65\|19.80\|20.20\|19.35\|715549;2026-04-22\|20.64\|2.28\|20.32\|21.05\|20.26\|692079;2026-04-23\|21.16\|2.52\|20.60\|21.38\|20.44\|761887;2026-04-24\|20.95\|-0.99\|20.93\|21.26\|20.66\|494165;2026-04-27\|20.44\|-2.43\|20.75\|20.84\|19.73\|830549;2026-04-28\|20.76\|1.57\|20.50\|21.02\|20.19\|536783;2026-04-29\|21.28\|2.50\|20.76\|21.63\|20.56\|548226;2026-04-30\|20.66\|-2.91\|21.13\|21.18\|20.61\|479150;2026-05-06\|22.73\|10.02\|20.98\|22.73\|20.97\|1156303;2026-05-07\|22.61\|-0.53\|22.90\|22.95\|22.33\|916047;2026-05-08\|22.03\|-2.57\|22.58\|23.15\|21.89\|730257;2026-05-11\|22.78\|3.40\|22.49\|23.55\|22.48\|874972;2026-05-12\|22.81\|0.13\|22.99\|23.16\|22.55\|497419;2026-05-13\|24.49\|7.37\|22.56\|24.61\|22.28\|1083394;2026-05-14\|26.68\|8.94\|25.86\|26.94\|25.50\|1659286;2026-05-15\|25.91\|-2.89\|27.06\|27.39\|25.59\|1491601;2026-05-18\|27.93\|7.80\|25.73\|28.50\|25.50\|1317535;2026-05-19\|27.37\|-2.00\|28.35\|28.37\|26.70\|910796;2026-05-20\|26.88\|-1.79\|27.30\|27.94\|26.50\|737122;2026-05-21\|18.55\|2.54\|18.37\|19.90\|18.37\|1810742;2026-05-22\|20.41\|10.03\|18.57\|20.41\|18.09\|1676090;2026-05-25\|20.32\|-0.44\|20.99\|21.00\|18.89\|2143611;2026-05-26\|22.35\|9.99\|21.37\|22.35\|21.00\|2625800;2026-05-27\|22.78\|1.92\|22.00\|23.21\|22.00\|2219780;2026-05-28\|21.52\|-5.53\|22.68\|23.21\|21.20\|1757226;2026-05-29\|20.68\|-3.90\|21.52\|22.22\|20.51\|1615741;2026-06-01\|20.28\|-1.93\|21.09\|21.89\|20.23\|1205249;2026-06-02\|20.57\|1.43\|20.21\|20.67\|19.50\|1309005;2026-06-03\|19.93\|-3.11\|20.79\|21.26\|19.77\|1104321;2026-06-04\|20.85\|4.62\|19.79\|21.48\|19.59\|1457092;2026-06-05\|20.56\|-1.39\|20.77\|21.35\|20.24\|1084344;2026-06-08\|19.90\|-3.21\|19.90\|20.56\|19.65\|880959;2026-06-09\|21.59\|8.49\|20.50\|21.74\|20.01\|1379813;2026-06-10\|20.97\|-2.87\|21.47\|21.64\|20.45\|1137309;2026-06-11\|19.85\|-5.34\|20.60\|20.94\|19.71\|1126254;2026-06-12\|19.26\|-2.97\|20.11\|20.58\|19.02\|1480946;2026-06-15\|20.06\|4.15\|19.46\|20.60\|19.29\|1103273;2026-06-16\|20.98\|4.59\|20.35\|21.10\|19.82\|1190221;2026-06-17\|20.67\|-1.48\|20.74\|21.29\|20.34\|899258;2026-06-18\|20.40\|-1.31\|20.61\|21.10\|19.51\|1469998;2026-06-22\|22.16\|8.63\|20.50\|22.28\|20.33\|1801137;2026-06-23\|21.90\|-1.17\|21.81\|22.62\|21.40\|1547917;2026-06-24\|21.53\|-1.69\|21.74\|22.06\|20.00\|1458471;2026-06-25\|21.13\|-1.86\|21.45\|23.00\|20.36\|1799171;2026-06-26\|19.20\|-9.13\|20.70\|20.88\|19.11\|1438016;2026-06-29\|18.46\|-3.85\|19.20\|19.25\|18.00\|1093024;2026-06-30\|18.71\|1.35\|18.37\|19.00\|18.18\|864991;2026-07-01\|19.02\|1.66\|18.70\|19.73\|18.21\|960419;2026-07-02\|19.35\|1.74\|18.77\|20.80\|18.38\|1592760;2026-07-03\|20.34\|5.12\|19.46\|21.24\|19.33\|1590693;2026-07-06\|22.37\|9.98\|21.94\|22.37\|21.63\|1365176;2026-07-07\|20.79\|-7.06\|22.42\|22.52\|20.58\|1890600;2026-07-08\|19.89\|-4.33\|21.00\|21.80\|19.69\|1199030;2026-07-09\|20.52\|3.17\|20.11\|20.80\|19.10\|1202646;2026-07-10\|19.14\|-6.73\|20.21\|20.94\|19.11\|1243384;2026-07-13\|18.99\|-0.78\|19.15\|20.50\|18.88\|1530152;2026-07-14\|20.89\|10.01\|19.10\|20.89\|18.90\|1703245;2026-07-15\|20.58\|-1.48\|20.92\|21.45\|20.49\|1369360
111654	韩国无水氢氟酸生产商将大幅上调产品价格	氟化工+在建项目+业绩增长行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日互动易，公司依托氟化工产业优势，向含氟锂电材料、含氟高性能聚合物、含氟高纯电子化学品等领域拓展，已实施第四代制冷剂及新型环保发泡剂中试、聚全氟乙丙烯及聚偏氟乙烯、六氟磷酸锂等重点项目，前述项目处于在建或试生产过程中。 2、据2026年4月28日公告，公司2026年一季度实现营收13.98亿元，同比增长15.36%；归母净利润5.06亿元，同比增长26.29%。 3、据2026年5月18日互动易，公司2026年度HCFCs、HFCs主要产品生产配额合计为12.98万吨。	1、氟制冷剂的专业制造商，氢氟烃制冷剂HFC-134a龙头； 2、合资公司盛美锂电（持股49%）年产3000t/a双氟磺酰亚胺锂（LiFSI）项目，一期为500t/a，已开始试生产；公司6000t/a六氟磷酸锂（LiPF6）项目预计于2024年一季度进入试生产	2026-03-05\|74.11\|2.43\|73.38\|75.20\|72.72\|62292;2026-03-06\|76.68\|3.47\|73.97\|78.35\|73.08\|85019;2026-03-09\|72.83\|-5.02\|75.77\|75.96\|72.02\|99061;2026-03-10\|73.36\|0.73\|73.00\|74.30\|72.80\|51320;2026-03-11\|71.71\|-2.25\|73.00\|73.37\|71.55\|71284;2026-03-12\|69.85\|-2.59\|71.80\|72.28\|68.88\|85095;2026-03-13\|68.59\|-1.80\|68.90\|70.35\|67.65\|69700;2026-03-16\|68.26\|-0.48\|68.58\|69.00\|66.36\|80177;2026-03-17\|67.92\|-0.50\|68.16\|69.18\|67.15\|53371;2026-03-18\|68.03\|0.16\|67.92\|68.45\|66.78\|47749;2026-03-19\|64.98\|-4.48\|67.20\|67.70\|64.70\|69269;2026-03-20\|62.83\|-3.31\|64.92\|65.89\|62.70\|90416;2026-03-23\|60.13\|-4.30\|61.60\|62.30\|60.00\|104026;2026-03-24\|62.01\|3.13\|62.50\|62.50\|60.24\|69464;2026-03-25\|62.89\|1.42\|62.66\|64.25\|62.60\|69305;2026-03-26\|62.43\|-0.73\|63.72\|63.77\|62.25\|34394;2026-03-27\|63.16\|1.17\|61.80\|63.30\|61.60\|47998;2026-03-30\|62.92\|-0.38\|62.50\|63.44\|61.75\|75365;2026-03-31\|61.63\|-2.05\|62.83\|63.44\|61.25\|37536;2026-04-01\|62.55\|1.49\|62.70\|63.10\|61.32\|59297;2026-04-02\|61.49\|-1.69\|62.89\|62.89\|61.00\|46968;2026-04-03\|61.78\|0.47\|62.00\|62.99\|61.33\|44824;2026-04-07\|62.72\|1.52\|61.78\|63.47\|61.21\|56745;2026-04-08\|63.55\|1.32\|64.00\|64.39\|62.77\|87897;2026-04-09\|62.60\|-1.49\|63.00\|63.50\|61.22\|70736;2026-04-10\|62.30\|-0.48\|62.50\|62.99\|61.40\|61500;2026-04-13\|60.82\|-2.38\|62.00\|62.00\|60.61\|85147;2026-04-14\|62.71\|3.11\|61.16\|62.88\|60.10\|86028;2026-04-15\|61.69\|-1.63\|62.88\|63.34\|61.64\|62662;2026-04-16\|62.33\|1.04\|61.68\|62.95\|61.50\|46943;2026-04-17\|62.55\|0.35\|62.29\|62.75\|61.30\|63657;2026-04-20\|62.27\|-0.45\|62.60\|63.75\|61.91\|83816;2026-04-21\|62.83\|0.90\|62.84\|63.57\|62.15\|72832;2026-04-22\|61.90\|-1.48\|62.75\|62.75\|61.15\|78297;2026-04-23\|61.09\|-1.31\|61.98\|62.83\|61.00\|60531;2026-04-24\|63.61\|4.13\|61.00\|64.00\|60.81\|93920;2026-04-27\|64.95\|2.11\|64.16\|65.37\|62.76\|119951;2026-04-28\|64.70\|-0.38\|64.16\|66.00\|63.55\|107974;2026-04-29\|66.35\|2.55\|64.36\|66.57\|63.86\|90070;2026-04-30\|65.27\|-1.63\|66.29\|66.35\|64.80\|78351;2026-05-06\|64.92\|-0.54\|65.00\|65.00\|63.82\|132701;2026-05-07\|63.70\|-1.88\|64.58\|64.70\|63.50\|83906;2026-05-08\|63.18\|-0.82\|63.40\|64.08\|62.90\|65911;2026-05-11\|62.01\|-1.85\|63.03\|63.63\|61.53\|112564;2026-05-12\|61.20\|-1.31\|62.02\|62.44\|61.15\|70078;2026-05-13\|61.30\|0.16\|61.00\|61.48\|61.00\|63916;2026-05-14\|61.02\|-0.46\|61.24\|62.27\|61.00\|82120;2026-05-15\|62.49\|2.41\|63.20\|65.75\|62.04\|234452;2026-05-18\|58.00\|-7.19\|62.71\|62.94\|57.78\|204138;2026-05-19\|55.10\|-5.00\|57.00\|57.50\|53.80\|175218;2026-05-20\|56.11\|1.83\|55.13\|57.05\|53.73\|137457;2026-05-21\|55.03\|-1.92\|56.14\|57.26\|54.91\|95767;2026-05-22\|60.53\|9.99\|55.98\|60.53\|55.20\|154722;2026-05-25\|60.61\|0.13\|61.74\|62.20\|60.01\|153347;2026-05-26\|61.70\|1.80\|60.01\|62.73\|59.52\|142767;2026-05-27\|60.30\|-2.27\|61.15\|63.68\|59.90\|118392;2026-05-28\|59.15\|-1.91\|60.40\|61.86\|58.00\|104188;2026-05-29\|57.51\|-2.77\|59.30\|59.35\|57.28\|80299;2026-06-01\|61.42\|6.80\|58.32\|62.26\|58.26\|152228;2026-06-02\|61.05\|-0.60\|61.88\|63.00\|60.18\|113691;2026-06-03\|61.33\|0.46\|60.88\|63.15\|59.66\|133030;2026-06-04\|58.80\|-2.21\|59.17\|59.53\|58.08\|90260;2026-06-05\|60.24\|2.45\|58.18\|61.70\|57.77\|121932;2026-06-08\|58.00\|-3.72\|58.66\|61.81\|57.58\|116978;2026-06-09\|56.68\|-2.28\|58.60\|58.99\|55.90\|96261;2026-06-10\|60.70\|7.09\|55.51\|61.45\|55.47\|168839;2026-06-11\|61.10\|0.66\|60.57\|61.65\|58.71\|141866;2026-06-12\|63.58\|4.06\|61.79\|64.64\|61.50\|195480;2026-06-15\|67.29\|5.84\|67.99\|68.41\|63.95\|225833;2026-06-16\|66.81\|-0.71\|66.50\|68.18\|65.03\|175524;2026-06-17\|68.95\|3.20\|66.15\|68.98\|65.03\|181435;2026-06-18\|65.43\|-5.11\|68.27\|68.66\|64.64\|171111;2026-06-22\|69.48\|6.19\|64.88\|70.77\|63.89\|207017;2026-06-23\|65.57\|-5.63\|69.25\|69.25\|65.03\|141866;2026-06-24\|69.16\|5.48\|64.95\|69.96\|64.90\|181354;2026-06-25\|67.36\|-2.60\|68.80\|71.00\|66.70\|156861;2026-06-26\|66.09\|-1.89\|67.00\|69.05\|65.43\|121519;2026-06-29\|68.99\|4.39\|68.70\|71.99\|65.25\|216286;2026-06-30\|75.89\|10.00\|68.40\|75.89\|67.00\|324463;2026-07-01\|83.48\|10.00\|81.00\|83.48\|80.99\|432764;2026-07-02\|83.48\|0.00\|81.09\|87.20\|76.00\|542465;2026-07-03\|75.13\|-10.00\|80.00\|83.86\|75.13\|399059;2026-07-06\|71.45\|-4.90\|75.15\|76.07\|71.01\|257512;2026-07-07\|70.29\|-1.62\|70.58\|73.30\|69.70\|158315;2026-07-08\|66.97\|-4.72\|70.29\|71.58\|66.80\|199686;2026-07-09\|66.78\|-0.28\|67.25\|68.79\|65.00\|183919;2026-07-10\|62.05\|-7.08\|66.82\|67.96\|61.97\|272672;2026-07-13\|63.32\|2.05\|60.98\|63.78\|60.01\|189690;2026-07-14\|63.68\|0.57\|63.00\|64.33\|61.41\|160854;2026-07-15\|64.45\|1.21\|63.68\|66.17\|62.45\|154308
111653	韩国无水氢氟酸生产商将大幅上调产品价格	涨停揭秘：韩国氢氟酸厂商提价叠加AI算力升级带动液冷服务器用氟制冷剂需求激增，公司作为国内氟化工绝对龙头直接受益；涨停缘由：液冷服务器渗透率快速提升拉动R134a/R227ea等特种氟制冷剂需求，公司具备全链条产能及技术储备，产品已批量供应头部服务器厂商；资金逻辑：资金聚焦AI基础设施上游材料，主力资金单日净流入2.1亿元，成交额创年内新高，机构调研频次周环比翻倍；风险提示：液冷服务器推广节奏受制于数据中心改造周期，氟制冷剂价格受配额管理政策影响较大，短期业绩弹性存波动	国内氟化工龙头，产品可以用于液冷服务器制冷	2026-03-05\|41.55\|1.66\|41.49\|41.98\|41.08\|188510;2026-03-06\|42.77\|2.94\|41.48\|43.20\|40.88\|283836;2026-03-09\|40.97\|-4.21\|41.82\|42.13\|40.27\|309329;2026-03-10\|41.39\|1.03\|41.20\|42.03\|41.10\|195782;2026-03-11\|40.66\|-1.76\|41.45\|41.47\|40.30\|229903;2026-03-12\|39.65\|-2.48\|40.90\|40.97\|39.20\|292685;2026-03-13\|38.72\|-2.35\|39.45\|40.10\|38.57\|238063;2026-03-16\|38.01\|-1.83\|38.71\|39.11\|37.14\|336158;2026-03-17\|37.85\|-0.42\|38.20\|39.04\|37.80\|206741;2026-03-18\|37.85\|0.00\|37.95\|37.98\|36.91\|209365;2026-03-19\|36.30\|-4.10\|37.43\|37.43\|35.92\|353487;2026-03-20\|35.41\|-2.45\|36.39\|36.56\|35.41\|231862;2026-03-23\|34.10\|-3.70\|34.60\|35.09\|33.88\|329860;2026-03-24\|34.97\|2.55\|34.76\|35.12\|33.73\|233837;2026-03-25\|35.22\|0.71\|35.30\|36.01\|35.00\|206814;2026-03-26\|34.81\|-1.16\|35.26\|35.73\|34.55\|136918;2026-03-27\|35.03\|0.63\|34.47\|35.15\|34.31\|178675;2026-03-30\|34.66\|-1.06\|34.81\|35.25\|34.41\|164175;2026-03-31\|34.15\|-1.47\|34.61\|34.97\|34.00\|155181;2026-04-01\|34.88\|2.14\|34.82\|35.03\|34.19\|157294;2026-04-02\|33.60\|-3.67\|34.70\|34.79\|33.40\|216530;2026-04-03\|33.68\|0.24\|33.99\|34.55\|33.61\|171700;2026-04-07\|34.45\|2.29\|33.70\|34.68\|33.53\|223402;2026-04-08\|35.00\|1.60\|35.20\|35.44\|34.78\|323717;2026-04-09\|34.70\|-0.86\|34.80\|35.05\|33.89\|213761;2026-04-10\|34.80\|0.29\|34.95\|35.06\|34.56\|202275;2026-04-13\|33.85\|-2.73\|34.75\|34.80\|33.57\|347934;2026-04-14\|35.34\|4.40\|34.10\|35.49\|32.92\|480659;2026-04-15\|34.41\|-2.63\|35.58\|36.23\|34.25\|422307;2026-04-16\|34.10\|-0.90\|34.41\|34.78\|34.00\|347184;2026-04-17\|33.79\|-0.91\|34.10\|34.12\|33.35\|292333;2026-04-20\|34.46\|1.98\|33.90\|35.30\|33.58\|426287;2026-04-21\|34.41\|-0.15\|34.46\|35.04\|34.01\|275098;2026-04-22\|33.93\|-1.39\|34.31\|34.35\|33.58\|377927;2026-04-23\|33.61\|-0.94\|34.15\|34.66\|33.41\|321254;2026-04-24\|35.05\|4.28\|33.67\|35.33\|33.56\|482383;2026-04-27\|35.88\|2.37\|35.05\|36.20\|34.91\|470789;2026-04-28\|36.22\|0.95\|35.88\|36.66\|35.30\|424571;2026-04-29\|36.82\|1.66\|36.82\|37.39\|36.33\|429807;2026-04-30\|36.63\|-0.52\|36.68\|37.35\|36.48\|323435;2026-05-06\|37.04\|1.12\|36.64\|37.26\|36.10\|427383;2026-05-07\|36.16\|-2.38\|37.09\|37.20\|35.88\|424115;2026-05-08\|35.58\|-1.60\|35.92\|36.18\|35.34\|334683;2026-05-11\|35.76\|0.51\|35.57\|36.35\|35.48\|383080;2026-05-12\|35.16\|-1.68\|35.68\|35.94\|34.95\|318261;2026-05-13\|35.20\|0.11\|34.90\|35.38\|34.80\|305009;2026-05-14\|34.56\|-1.82\|35.11\|35.99\|34.56\|395152;2026-05-15\|35.91\|3.91\|36.00\|37.66\|35.70\|1069154;2026-05-18\|34.07\|-5.12\|36.60\|36.60\|33.77\|892738;2026-05-19\|32.46\|-4.73\|33.52\|33.57\|31.62\|695812;2026-05-20\|33.05\|1.82\|32.45\|34.22\|32.04\|515365;2026-05-21\|32.58\|-1.42\|33.07\|33.69\|32.50\|429686;2026-05-22\|35.84\|10.01\|33.50\|35.84\|32.86\|917476;2026-05-25\|35.26\|-1.62\|35.84\|36.06\|35.18\|570225;2026-05-26\|35.76\|1.42\|35.21\|36.80\|34.30\|754444;2026-05-27\|35.20\|-1.57\|35.99\|37.09\|35.00\|613124;2026-05-28\|34.57\|-1.79\|35.20\|35.66\|33.60\|517012;2026-05-29\|33.02\|-4.48\|34.57\|34.64\|33.02\|389944;2026-06-01\|36.32\|9.99\|34.60\|36.32\|34.60\|829800;2026-06-02\|38.23\|5.26\|37.20\|38.50\|36.41\|1264359;2026-06-03\|38.79\|1.46\|38.16\|40.00\|37.81\|1090961;2026-06-04\|38.24\|-1.42\|38.22\|39.22\|37.80\|653343;2026-06-05\|39.27\|2.69\|37.90\|40.20\|37.89\|853206;2026-06-08\|38.15\|-2.85\|38.00\|40.94\|37.60\|986846;2026-06-09\|37.72\|-1.13\|38.80\|38.99\|37.02\|693955;2026-06-10\|40.39\|7.08\|37.43\|41.00\|37.37\|1066047;2026-06-11\|41.00\|2.47\|40.65\|42.56\|39.24\|1330375;2026-06-12\|42.39\|3.39\|41.10\|43.05\|41.10\|1146031;2026-06-15\|46.59\|9.91\|45.00\|46.63\|42.22\|1380625;2026-06-16\|46.70\|0.24\|46.06\|48.00\|44.80\|1376212;2026-06-17\|47.70\|2.14\|45.61\|47.77\|44.88\|1165775;2026-06-18\|44.12\|-7.51\|47.17\|47.17\|43.25\|1626784;2026-06-22\|48.53\|10.00\|44.55\|48.53\|43.51\|1255678;2026-06-23\|46.85\|-3.46\|50.01\|50.49\|46.20\|1395514;2026-06-24\|50.73\|8.28\|46.08\|51.34\|46.08\|1284452;2026-06-25\|50.80\|0.14\|50.73\|52.00\|50.30\|1018932;2026-06-26\|50.95\|0.30\|50.30\|52.46\|49.67\|1000657;2026-06-29\|53.80\|5.59\|53.00\|54.90\|48.22\|1338731;2026-06-30\|53.01\|-1.47\|52.00\|55.00\|51.13\|999231;2026-07-01\|55.85\|5.36\|53.11\|57.78\|52.55\|1258663;2026-07-02\|54.83\|-1.83\|53.70\|58.00\|51.07\|1269606;2026-07-03\|49.35\|-9.99\|53.51\|54.68\|49.35\|1376048;2026-07-06\|49.05\|-0.61\|48.80\|50.77\|47.60\|976802;2026-07-07\|46.58\|-5.04\|48.05\|48.77\|46.11\|833591;2026-07-08\|45.72\|-1.85\|46.58\|48.15\|44.90\|854361;2026-07-09\|46.00\|0.61\|45.92\|46.88\|44.63\|686197;2026-07-10\|43.42\|-5.61\|45.97\|46.97\|43.35\|1039476;2026-07-13\|41.96\|-3.36\|42.00\|43.20\|41.64\|708020;2026-07-14\|42.85\|2.12\|42.05\|43.09\|41.11\|522678;2026-07-15\|42.19\|-1.54\|42.85\|43.08\|41.50\|453400
111652	金刚石散热应用爆发	CVD金刚石+培育钻石+油气进口替代公司原因： 1、据2026年1月22日投资者关系活动记录表，公司是国内设备规模优势明显的CVD金刚石厂商，拥有自主知识产权的MPCVD合成及加工设备技术和CVD金刚石生长工艺技术，目前已具备批量制备大尺寸（12英寸）金刚石衬底及薄膜的相关生产能力。 2、据2025年10月24日互动易，公司采用自主开发的MPCVD设备及工艺批量制备高品质大尺寸超纯CVD金刚石，可应用于珠宝首饰等消费领域。 3、据2025年3月28日年度报告，公司油气开采类产品打破国内高端齿进口格局，成为进口石油/天然气钻探用金刚石复合片高端齿的强劲对手。	复合超硬材料龙头，控股子公司天璇半导体专业从事CVD产业链相关技术研发及相关产品生产销售，包括MPCVD设备、CVD金刚石等产品研制	2026-03-05\|27.00\|5.06\|28.49\|29.50\|26.60\|943485;2026-03-06\|26.00\|-3.70\|26.34\|27.60\|25.83\|578743;2026-03-09\|24.80\|-4.62\|25.02\|25.37\|23.60\|483580;2026-03-10\|26.66\|7.50\|25.15\|27.88\|24.82\|600524;2026-03-11\|27.39\|2.74\|26.60\|28.80\|26.60\|650935;2026-03-12\|25.88\|-5.51\|26.84\|27.69\|25.71\|447003;2026-03-13\|24.80\|-4.17\|25.97\|26.19\|24.75\|383328;2026-03-16\|25.08\|1.13\|24.78\|25.85\|23.50\|446062;2026-03-17\|22.29\|-11.12\|24.85\|24.90\|22.20\|515648;2026-03-18\|22.56\|1.21\|22.47\|22.73\|22.11\|257607;2026-03-19\|21.41\|-5.10\|22.00\|22.00\|21.23\|310784;2026-03-20\|20.71\|-3.27\|21.70\|22.01\|20.60\|265598;2026-03-23\|20.48\|-1.11\|20.34\|21.75\|19.90\|403520;2026-03-24\|21.30\|4.00\|21.00\|21.48\|20.45\|309263;2026-03-25\|21.60\|1.41\|21.54\|22.84\|21.45\|415173;2026-03-26\|20.70\|-4.17\|21.39\|21.41\|20.55\|249631;2026-03-27\|21.17\|2.27\|20.37\|21.55\|20.08\|227551;2026-03-30\|21.19\|0.09\|20.90\|21.59\|20.41\|255404;2026-03-31\|20.43\|-3.59\|21.34\|21.36\|20.34\|229681;2026-04-01\|20.59\|0.78\|21.25\|21.45\|20.36\|285992;2026-04-02\|20.96\|1.80\|20.30\|21.58\|19.91\|493110;2026-04-03\|21.69\|3.48\|21.08\|22.16\|20.51\|562500;2026-04-07\|22.27\|2.67\|21.23\|23.00\|20.85\|639211;2026-04-08\|23.81\|6.92\|22.60\|23.86\|22.50\|629002;2026-04-09\|24.39\|2.44\|23.30\|24.90\|23.01\|632391;2026-04-10\|24.36\|-0.12\|25.00\|25.43\|24.03\|628984;2026-04-13\|24.31\|-0.21\|23.66\|24.88\|23.64\|442139;2026-04-14\|23.97\|-1.40\|24.27\|24.94\|23.06\|610880;2026-04-15\|23.32\|-2.71\|24.51\|24.67\|23.25\|426290;2026-04-16\|24.49\|5.02\|23.04\|24.65\|23.04\|472925;2026-04-17\|25.35\|3.51\|24.33\|25.60\|23.98\|466747;2026-04-20\|26.49\|4.50\|25.15\|26.98\|25.00\|569804;2026-04-21\|27.57\|4.08\|26.00\|28.29\|26.00\|563916;2026-04-22\|28.63\|3.84\|27.74\|29.87\|27.30\|636850;2026-04-23\|27.95\|-2.38\|27.88\|28.85\|27.25\|481968;2026-04-24\|28.18\|0.82\|27.90\|28.63\|26.82\|436427;2026-04-27\|29.29\|3.94\|29.28\|30.49\|28.90\|509588;2026-04-28\|28.59\|-2.39\|29.59\|30.60\|28.41\|432591;2026-04-29\|28.95\|1.26\|28.40\|29.38\|27.80\|387748;2026-04-30\|29.06\|0.38\|29.42\|29.85\|28.50\|323926;2026-05-06\|28.07\|-3.41\|29.50\|30.25\|26.36\|821091;2026-05-07\|29.51\|5.13\|28.30\|30.28\|27.50\|534984;2026-05-08\|29.44\|-0.24\|28.80\|30.18\|28.14\|397505;2026-05-11\|28.08\|-4.62\|31.08\|31.80\|28.05\|578897;2026-05-12\|27.30\|-2.78\|28.06\|28.27\|26.16\|500344;2026-05-13\|29.34\|7.47\|26.99\|29.50\|26.53\|538111;2026-05-14\|29.28\|-0.20\|29.81\|30.27\|28.53\|493333;2026-05-15\|28.63\|-2.22\|29.34\|30.33\|28.03\|421184;2026-05-18\|30.43\|6.29\|28.58\|30.55\|28.47\|539987;2026-05-19\|29.71\|-2.37\|29.83\|30.14\|28.52\|430923;2026-05-20\|30.62\|3.06\|29.60\|30.72\|29.08\|437663;2026-05-21\|27.02\|-11.76\|30.38\|30.43\|26.92\|591608;2026-05-22\|32.42\|19.99\|28.00\|32.42\|27.99\|925029;2026-05-25\|37.21\|14.77\|33.32\|37.90\|31.61\|1013551;2026-05-26\|38.17\|2.58\|36.33\|39.39\|36.33\|951323;2026-05-27\|35.94\|-5.84\|37.05\|37.67\|35.56\|630906;2026-05-28\|43.13\|20.01\|36.06\|43.13\|35.36\|612873;2026-05-29\|45.25\|4.92\|48.89\|49.95\|44.90\|1279557;2026-06-01\|44.85\|-0.88\|45.91\|48.67\|44.16\|746159;2026-06-02\|47.71\|6.38\|44.00\|49.15\|42.20\|952600;2026-06-03\|51.30\|7.52\|45.52\|52.31\|45.52\|1068713;2026-06-04\|51.38\|0.16\|49.50\|51.88\|48.71\|786081;2026-06-05\|47.50\|-7.55\|51.50\|54.21\|46.91\|843986;2026-06-08\|45.00\|-5.26\|44.88\|46.96\|43.80\|597227;2026-06-09\|44.80\|-0.44\|46.79\|46.95\|43.60\|569449;2026-06-10\|42.10\|-6.03\|44.00\|44.89\|41.44\|547555;2026-06-11\|41.60\|-1.19\|42.03\|43.45\|40.71\|449759;2026-06-12\|39.71\|-3.85\|41.99\|44.31\|39.46\|623030;2026-06-15\|42.91\|8.06\|40.34\|43.38\|38.70\|627519;2026-06-16\|44.14\|2.87\|43.01\|45.14\|42.12\|717674;2026-06-17\|45.38\|2.81\|43.00\|46.77\|42.61\|742811;2026-06-18\|47.90\|5.55\|46.75\|51.78\|46.46\|877090;2026-06-22\|57.48\|20.00\|56.54\|57.48\|53.21\|1084672;2026-06-23\|56.99\|-0.85\|60.01\|61.35\|56.02\|1229256;2026-06-24\|59.60\|4.58\|55.00\|60.33\|53.53\|859954;2026-06-25\|62.00\|4.03\|58.41\|66.00\|55.60\|903613;2026-06-26\|57.38\|-7.45\|60.00\|61.37\|56.68\|632348;2026-06-29\|53.96\|-5.96\|57.10\|57.50\|52.36\|566130;2026-06-30\|59.43\|10.14\|53.96\|59.79\|52.18\|669378;2026-07-01\|54.53\|-8.24\|61.00\|61.40\|54.18\|682012;2026-07-02\|57.55\|5.54\|50.90\|61.40\|49.97\|846404;2026-07-03\|54.65\|-5.04\|56.98\|57.30\|52.40\|539987;2026-07-06\|57.42\|5.07\|55.31\|60.62\|54.42\|612921;2026-07-07\|55.40\|-3.52\|56.39\|59.98\|54.89\|588297;2026-07-08\|50.51\|-8.83\|55.35\|58.00\|50.49\|572932;2026-07-09\|50.67\|0.32\|49.92\|51.68\|47.38\|569983;2026-07-10\|48.25\|-4.78\|50.00\|52.75\|48.23\|459111;2026-07-13\|42.70\|-11.50\|47.05\|48.05\|42.46\|425523;2026-07-14\|45.14\|5.71\|43.23\|46.45\|42.79\|388529;2026-07-15\|42.38\|-6.11\|46.01\|47.36\|42.12\|313894
111651	金刚石散热应用爆发	金刚石散热+商业航天+机器人轴承+央企行业原因：中国银河证券研报指出，芯片功率密度攀升推动金刚石散热需求，2028年全球市场规模有望超170亿元。公司原因： 1、据2026年6月1日互动易，公司金刚石功能化应用正重点拓展散热领域，已形成覆盖金刚石单晶、多晶及金刚石铜复合材料的产品矩阵；民用散热领域各技术路线产品均处于下游客户验证阶段，若进展顺利年内有望有小批量订单落地。 2、据2026年5月27日投资者关系管理信息，公司轴承产品覆盖卫星用轴承组件及火箭燃料涡轮泵轴承，将推动空间执行部件更好服务我国商业航天发展，满足配套商业航天重点主机需求。 3、据2026年5月27日投资者关系管理信息，公司已将机器人轴承纳入“十五五”业务板块规划，未来重点聚焦交叉滚子轴承等高附加值产品，拓展人形机器人用轴承。 4、据公司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。	1、培育钻石产业链核心玩家，以“设备+产品”双轮驱动布局；子公司三磨所是超硬材料行业引领者，其六面顶压机市占率超 60%，为黄河旋风、力量钻石等头部企业供货； 2、中国航空航天轴承领域领先企业，曾为嫦娥一号、嫦娥二号、长征二号捆绑式大推力火箭、长征四号甲等项目提供配套轴承及相关研发服务；公司在卫星火箭等航天特种轴承领域具有优势地位	2026-03-05\|52.17\|7.97\|49.88\|53.15\|49.60\|343110;2026-03-06\|52.06\|-0.21\|51.81\|53.37\|51.08\|218850;2026-03-09\|50.45\|-3.09\|50.19\|50.96\|48.23\|210337;2026-03-10\|52.60\|4.26\|51.02\|53.00\|50.65\|191229;2026-03-11\|52.02\|-1.10\|52.61\|54.60\|51.88\|206591;2026-03-12\|50.04\|-3.81\|51.82\|52.01\|49.35\|189213;2026-03-13\|47.20\|-5.68\|49.40\|49.49\|47.08\|206798;2026-03-16\|48.16\|2.03\|47.21\|48.49\|45.38\|157752;2026-03-17\|47.71\|-0.93\|48.43\|50.20\|47.21\|137011;2026-03-18\|47.98\|0.57\|47.66\|48.44\|47.00\|97063;2026-03-19\|46.32\|-3.46\|47.37\|47.52\|45.81\|112616;2026-03-20\|45.94\|-0.82\|46.32\|47.20\|45.48\|99008;2026-03-23\|42.28\|-7.97\|44.59\|45.30\|41.86\|170049;2026-03-24\|43.98\|4.02\|43.56\|44.29\|42.56\|136954;2026-03-25\|44.01\|0.07\|44.27\|45.15\|43.72\|97635;2026-03-26\|43.16\|-1.93\|44.11\|44.38\|42.80\|75944;2026-03-27\|43.20\|0.09\|42.41\|43.60\|42.13\|75928;2026-03-30\|44.12\|2.13\|42.35\|44.44\|42.35\|86847;2026-03-31\|43.76\|-0.82\|44.22\|45.20\|43.76\|97632;2026-04-01\|44.16\|0.91\|44.95\|45.16\|43.70\|71937;2026-04-02\|42.80\|-3.08\|43.84\|44.15\|42.56\|74727;2026-04-03\|42.51\|-0.68\|42.97\|43.20\|41.91\|65852;2026-04-07\|41.79\|-1.69\|42.58\|42.80\|41.36\|63832;2026-04-08\|45.97\|10.00\|42.59\|45.97\|42.59\|132158;2026-04-09\|46.67\|1.52\|45.31\|47.15\|45.03\|203900;2026-04-10\|47.53\|1.84\|47.13\|48.70\|46.68\|134305;2026-04-13\|46.26\|-2.67\|46.88\|48.05\|46.20\|133026;2026-04-14\|48.95\|5.82\|47.08\|49.43\|46.50\|281613;2026-04-15\|48.37\|-1.18\|48.97\|50.39\|48.17\|188750;2026-04-16\|49.55\|2.44\|48.30\|50.14\|47.90\|150755;2026-04-17\|50.10\|1.11\|49.21\|50.40\|48.90\|130004;2026-04-20\|54.04\|7.86\|50.64\|54.49\|50.12\|224119;2026-04-21\|53.27\|-1.42\|53.95\|55.20\|52.42\|212264;2026-04-22\|54.20\|1.75\|53.03\|54.43\|52.69\|131967;2026-04-23\|53.31\|-1.64\|53.73\|55.27\|52.90\|139383;2026-04-24\|51.98\|-2.49\|52.83\|53.29\|51.28\|122451;2026-04-27\|51.80\|-0.35\|52.39\|53.28\|51.40\|109333;2026-04-28\|50.10\|-3.28\|51.38\|51.40\|49.20\|141080;2026-04-29\|50.14\|0.08\|50.00\|50.67\|49.71\|89296;2026-04-30\|52.21\|4.13\|50.27\|52.69\|49.90\|155546;2026-05-06\|55.89\|7.05\|52.73\|57.43\|52.40\|247622;2026-05-07\|56.27\|0.68\|55.89\|57.74\|55.02\|219439;2026-05-08\|57.47\|2.13\|55.78\|58.63\|55.38\|191714;2026-05-11\|58.51\|1.81\|57.91\|59.28\|56.81\|230229;2026-05-12\|57.43\|-1.85\|58.50\|59.19\|56.08\|175431;2026-05-13\|59.49\|3.59\|57.15\|61.06\|56.89\|252177;2026-05-14\|57.18\|-3.88\|58.46\|59.80\|56.74\|196756;2026-05-15\|54.36\|-4.93\|57.19\|57.49\|54.03\|196149;2026-05-18\|52.48\|-3.46\|54.00\|56.53\|52.28\|185195;2026-05-19\|51.46\|-1.94\|52.48\|52.90\|49.96\|159648;2026-05-20\|51.07\|-0.76\|52.00\|52.00\|50.15\|103109;2026-05-21\|49.99\|-2.11\|51.55\|52.78\|49.90\|187336;2026-05-22\|54.99\|10.00\|50.38\|54.99\|49.61\|213995;2026-05-25\|56.33\|2.44\|56.98\|57.74\|54.44\|260435;2026-05-26\|54.66\|-2.96\|56.33\|57.17\|53.90\|170796;2026-05-27\|51.61\|-5.58\|54.38\|54.54\|50.93\|172146;2026-05-28\|55.75\|8.02\|51.55\|56.60\|50.68\|249325;2026-05-29\|53.00\|-4.93\|56.00\|57.30\|52.79\|211546;2026-06-01\|50.11\|-5.45\|52.33\|53.12\|50.00\|170518;2026-06-02\|51.80\|3.37\|49.90\|52.46\|47.50\|206721;2026-06-03\|56.98\|10.00\|52.21\|56.98\|51.22\|289134;2026-06-04\|56.18\|-1.40\|56.55\|57.77\|54.90\|290602;2026-06-05\|54.88\|-2.31\|56.73\|56.95\|54.40\|184718;2026-06-08\|60.37\|10.00\|52.40\|60.37\|52.20\|432559;2026-06-09\|65.03\|7.72\|61.07\|66.28\|59.34\|444754;2026-06-10\|59.18\|-9.00\|64.49\|64.49\|58.53\|351690;2026-06-11\|57.73\|-2.45\|59.18\|59.30\|56.81\|200263;2026-06-12\|59.19\|2.53\|59.90\|62.13\|58.87\|223362;2026-06-15\|62.70\|5.93\|59.38\|62.88\|58.18\|197597;2026-06-16\|62.59\|0.14\|62.70\|63.99\|61.29\|211117;2026-06-17\|62.01\|-0.93\|61.90\|63.27\|61.04\|166053;2026-06-18\|63.69\|2.71\|62.00\|66.20\|61.80\|259934;2026-06-22\|68.65\|7.79\|66.70\|69.30\|65.01\|296364;2026-06-23\|63.59\|-7.37\|68.00\|69.30\|63.36\|271654;2026-06-24\|69.95\|10.00\|63.27\|69.95\|60.41\|305748;2026-06-25\|75.41\|7.81\|72.05\|76.95\|72.05\|535019;2026-06-26\|74.32\|-1.45\|76.14\|76.95\|73.38\|286316;2026-06-29\|73.80\|-0.70\|75.50\|76.47\|68.30\|293612;2026-06-30\|73.65\|-0.20\|74.03\|75.64\|72.00\|196504;2026-07-01\|70.45\|-4.34\|73.65\|74.00\|70.00\|180144;2026-07-02\|72.40\|2.77\|68.21\|75.92\|67.25\|252574;2026-07-03\|71.99\|-0.57\|71.07\|74.17\|69.02\|157526;2026-07-06\|70.01\|-2.75\|71.99\|74.87\|68.95\|173897;2026-07-07\|67.55\|-3.51\|68.77\|71.62\|66.66\|138659;2026-07-08\|61.53\|-8.91\|67.56\|68.16\|61.53\|170461;2026-07-09\|66.09\|7.41\|62.25\|66.16\|60.33\|159180;2026-07-10\|62.76\|-5.04\|66.30\|68.65\|62.70\|163774;2026-07-13\|56.48\|-10.01\|63.00\|63.33\|56.48\|193773;2026-07-14\|57.77\|2.28\|56.93\|58.60\|54.01\|152164;2026-07-15\|57.36\|-0.71\|58.30\|59.89\|57.05\|113716
111650	金刚石散热应用爆发	投资GPU公司+培育钻石+家居用品+出口 1、据2025年11月25日互动易，海飞科专注于GPU芯片研发及并行计算软件生态构建，公司对其投资属于战略性布局，对公司经营业绩不构成重大影响。据2026年5月26日异动公告，公司关注到部分媒体报道公司涉及芯片相关概念，经自查，截至公告披露日，公司持有海飞科珠海信息技术有限公司0.8928%股份，持股占比极小，该投资系财务性投资，公司未参与其日常经营管理，不构成控制或重大影响。 2、据2025年1月28日互动易，恒林子公司河南闪耀钻石有限公司经营范围包括珠宝首饰制造、非金属矿物制品制造、有色金属合金制造、金属工具制造等。公司研产销的产品包括培育钻石、大尺寸金刚石单晶片等，其营收占比很低，不构成业绩重大影响。 3、公司专注于办公、软体、板式家居、新材料地板等大家居领域，境外营收占比达92.74%。	跨界布局培育钻石的家居龙头，通过子公司河南闪耀钻石开展业务；产品涵盖培育钻石饰品、大尺寸金刚石单晶片及金刚石单晶刀具，聚焦“家居+珠宝”融合场景，推出适配日常佩戴与家居装饰的定制化产品	2026-03-05\|33.13\|0.45\|33.55\|33.66\|33.07\|5465;2026-03-06\|33.46\|1.00\|33.28\|33.69\|32.81\|7158;2026-03-09\|32.80\|-1.97\|33.56\|33.62\|32.41\|9046;2026-03-10\|33.71\|2.77\|33.10\|33.76\|32.92\|6032;2026-03-11\|33.40\|-0.92\|33.75\|33.87\|33.30\|5058;2026-03-12\|33.29\|-0.33\|33.53\|33.88\|33.26\|6874;2026-03-13\|33.10\|-0.57\|33.20\|33.66\|32.93\|6056;2026-03-16\|32.98\|-0.36\|33.15\|33.38\|32.79\|7987;2026-03-17\|32.43\|-1.67\|32.98\|33.28\|32.32\|4931;2026-03-18\|32.52\|0.28\|32.32\|32.63\|31.98\|5846;2026-03-19\|31.77\|-2.31\|32.19\|32.80\|31.63\|6328;2026-03-20\|31.12\|-2.05\|31.77\|31.99\|31.12\|6173;2026-03-23\|28.92\|-7.07\|30.84\|31.03\|28.40\|14141;2026-03-24\|30.24\|4.56\|29.34\|30.30\|29.16\|8928;2026-03-25\|30.31\|0.23\|30.42\|30.48\|30.13\|6673;2026-03-26\|30.19\|-0.40\|30.50\|30.84\|29.96\|6510;2026-03-27\|30.48\|0.96\|30.16\|30.50\|29.79\|6353;2026-03-30\|30.88\|1.31\|30.33\|30.96\|29.89\|10979;2026-03-31\|30.85\|-0.10\|30.99\|31.26\|30.61\|5500;2026-04-01\|31.28\|1.39\|31.06\|31.44\|30.80\|8977;2026-04-02\|30.81\|-1.50\|31.25\|31.26\|30.61\|7812;2026-04-03\|31.77\|3.12\|30.88\|32.84\|30.76\|18900;2026-04-07\|30.11\|-5.23\|31.45\|31.74\|29.81\|19560;2026-04-08\|31.04\|3.09\|30.30\|31.25\|30.29\|11402;2026-04-09\|30.68\|-1.16\|31.33\|31.33\|30.57\|9840;2026-04-10\|31.36\|2.22\|30.72\|31.69\|30.72\|8759;2026-04-13\|30.97\|-1.24\|31.36\|31.36\|30.66\|7219;2026-04-14\|31.09\|0.39\|31.18\|31.38\|30.72\|5732;2026-04-15\|30.91\|-0.58\|31.19\|31.32\|30.78\|5511;2026-04-16\|31.75\|2.72\|30.97\|31.75\|30.90\|7499;2026-04-17\|31.30\|-1.42\|31.75\|31.80\|30.85\|8495;2026-04-20\|31.35\|0.16\|31.30\|31.89\|31.09\|8192;2026-04-21\|31.42\|0.22\|31.18\|31.65\|30.95\|8644;2026-04-22\|31.13\|-0.92\|31.52\|31.52\|30.99\|6748;2026-04-23\|31.68\|1.77\|31.31\|31.85\|30.91\|9007;2026-04-24\|31.32\|-1.14\|31.67\|31.67\|31.01\|10095;2026-04-27\|32.01\|2.20\|31.20\|32.15\|31.12\|9686;2026-04-28\|31.70\|-0.97\|32.24\|32.28\|31.43\|10455;2026-04-29\|32.10\|1.26\|31.50\|32.60\|31.39\|18496;2026-04-30\|30.53\|-4.89\|31.31\|31.43\|29.70\|38765;2026-05-06\|30.13\|-1.31\|30.43\|30.76\|29.96\|27275;2026-05-07\|29.76\|-1.23\|30.07\|30.11\|29.42\|19413;2026-05-08\|30.14\|1.28\|29.76\|30.24\|29.51\|13625;2026-05-11\|29.82\|-1.06\|30.14\|30.14\|29.68\|15411;2026-05-12\|29.29\|-1.78\|29.85\|29.88\|29.10\|9553;2026-05-13\|28.30\|-3.38\|29.28\|29.30\|28.02\|27770;2026-05-14\|27.89\|-1.45\|28.44\|28.51\|27.73\|10320;2026-05-15\|27.53\|-1.29\|27.81\|27.89\|27.41\|13641;2026-05-18\|27.24\|-1.05\|27.52\|27.52\|26.87\|10305;2026-05-19\|27.34\|0.37\|27.31\|27.45\|27.00\|7625;2026-05-20\|26.88\|-1.68\|27.30\|27.30\|26.71\|8417;2026-05-21\|29.57\|10.01\|27.04\|29.57\|26.91\|39689;2026-05-22\|32.53\|10.01\|32.53\|32.53\|32.53\|17971;2026-05-25\|35.78\|9.99\|35.78\|35.78\|35.78\|13699;2026-05-26\|37.47\|4.72\|39.36\|39.36\|37.14\|146881;2026-05-27\|33.72\|-10.01\|34.70\|35.88\|33.72\|47763;2026-05-28\|32.95\|-2.28\|30.77\|34.43\|30.35\|114368;2026-05-29\|31.24\|-5.19\|33.55\|34.58\|30.95\|90008;2026-06-01\|31.39\|0.48\|30.68\|31.81\|29.71\|67567;2026-06-02\|33.70\|7.36\|31.17\|34.53\|31.09\|79019;2026-06-03\|34.09\|1.16\|34.04\|36.06\|32.96\|69789;2026-06-04\|36.41\|6.81\|33.67\|37.50\|33.67\|105977;2026-06-05\|34.68\|-4.75\|35.72\|36.44\|34.30\|76440;2026-06-08\|32.99\|-4.87\|33.21\|34.40\|32.38\|47530;2026-06-09\|33.41\|1.27\|33.00\|33.68\|31.81\|46753;2026-06-10\|36.75\|10.00\|33.31\|36.75\|33.10\|64666;2026-06-11\|36.17\|-1.58\|36.06\|37.40\|35.46\|78462;2026-06-12\|35.44\|-2.02\|36.52\|37.00\|35.24\|47357;2026-06-15\|34.58\|-2.43\|35.86\|35.90\|34.06\|50151;2026-06-16\|33.68\|-2.60\|34.36\|34.77\|33.45\|71740;2026-06-17\|33.64\|-0.12\|33.00\|34.18\|32.40\|65531;2026-06-18\|32.48\|-3.45\|33.43\|34.17\|32.46\|52795;2026-06-22\|35.73\|10.01\|32.70\|35.73\|32.68\|77183;2026-06-23\|35.55\|-0.50\|36.02\|36.79\|34.93\|87043;2026-06-24\|33.91\|-4.61\|35.10\|35.30\|33.19\|65375;2026-06-25\|37.30\|10.00\|35.00\|37.30\|35.00\|43700;2026-06-26\|40.06\|7.40\|38.39\|41.03\|37.28\|142498;2026-06-29\|39.30\|-1.90\|38.50\|40.18\|37.98\|82175;2026-06-30\|40.00\|1.78\|38.61\|40.93\|38.16\|78255;2026-07-01\|41.40\|3.50\|40.00\|43.20\|39.50\|80511;2026-07-02\|39.68\|-4.15\|40.00\|41.85\|39.60\|60947;2026-07-03\|39.80\|0.30\|39.80\|39.88\|37.68\|80925;2026-07-06\|36.88\|-7.34\|40.36\|40.82\|36.81\|58005;2026-07-07\|38.79\|5.18\|36.98\|39.95\|36.08\|52643;2026-07-08\|42.67\|10.00\|38.77\|42.67\|38.38\|124047;2026-07-09\|40.30\|-5.55\|41.25\|41.97\|39.18\|103475;2026-07-10\|38.10\|-5.46\|40.16\|40.16\|37.77\|64033;2026-07-13\|34.52\|-9.40\|37.34\|37.75\|34.29\|65549;2026-07-14\|34.61\|0.26\|33.97\|35.24\|33.76\|41615;2026-07-15\|32.34\|-6.56\|34.69\|34.69\|32.21\|36575
111649	金刚石散热应用爆发	培育钻石+CVD金刚石+热电联产+业绩增长行业原因：英特尔CEO陈立武近日表示，投资了一家人造金刚石晶圆公司，看好钻石作为散热材料在芯片封装领域的应用潜力。公司原因： 1、据2026年6月3日业绩说明会公告，公司CVD金刚石业务已完成200台新一代MPCVD设备安装调试，产能将陆续释放，已形成“设备制造-生长-后道加工”全产业链布局，培育钻石良品率达80%、功能性材料良品率达90%。 2、据2026年5月27日异常波动公告，公司关注到市场对培育钻石概念关注度较高，金刚石具备高热导率，散热是其重要应用场景，公司保持密切关注。 3、据2026年4月16日年报，公司主营热电联产，是龙游经济开发区最早投产的区域性公用热电企业，2025年营收10.21亿元同比增25.39%；据2026年一季报，2026年第一季度营收3.13亿元，同比增长39.75%。	公司采用MPCVD技术生产20×20毫米金刚石，导热性能优于陶瓷，目标切入高功率芯片、GPU散热市场	2026-03-05\|23.59\|2.97\|23.20\|24.14\|23.08\|58587;2026-03-06\|23.40\|-0.81\|23.30\|23.85\|23.11\|37014;2026-03-09\|23.28\|-0.51\|23.00\|23.44\|22.44\|54101;2026-03-10\|23.71\|1.85\|23.29\|24.00\|23.00\|44368;2026-03-11\|24.31\|2.53\|23.55\|24.48\|23.55\|93035;2026-03-12\|23.90\|-1.69\|24.32\|24.68\|23.72\|89069;2026-03-13\|22.93\|-4.06\|23.82\|24.00\|22.90\|69174;2026-03-16\|22.65\|-1.22\|22.93\|23.07\|22.41\|44188;2026-03-17\|21.74\|-4.02\|22.65\|22.76\|21.71\|56162;2026-03-18\|22.02\|1.29\|21.72\|22.29\|21.63\|28438;2026-03-19\|21.13\|-4.04\|21.79\|21.92\|21.03\|40368;2026-03-20\|20.56\|-2.70\|21.00\|21.30\|20.55\|42328;2026-03-23\|19.57\|-4.82\|20.02\|20.52\|19.41\|52563;2026-03-24\|20.73\|5.93\|19.88\|20.76\|19.88\|59075;2026-03-25\|21.53\|3.86\|20.74\|21.53\|20.68\|47982;2026-03-26\|21.12\|-1.90\|21.53\|21.56\|21.12\|41173;2026-03-27\|21.54\|1.99\|21.00\|21.59\|20.61\|40568;2026-03-30\|21.34\|-0.93\|21.32\|21.50\|20.71\|39650;2026-03-31\|21.00\|-1.59\|21.62\|21.71\|21.00\|31602;2026-04-01\|21.31\|1.48\|21.27\|21.33\|21.04\|33074;2026-04-02\|21.30\|-0.05\|21.15\|21.50\|21.10\|25159;2026-04-03\|20.90\|-1.88\|21.30\|21.37\|20.81\|21330;2026-04-07\|20.95\|0.24\|20.80\|21.05\|20.65\|21729;2026-04-08\|22.06\|5.30\|21.05\|22.09\|21.05\|40662;2026-04-09\|21.59\|-2.13\|21.89\|22.03\|21.58\|27999;2026-04-10\|21.93\|1.57\|21.62\|22.15\|21.62\|23656;2026-04-13\|21.90\|-0.14\|21.85\|22.14\|21.75\|28741;2026-04-14\|22.15\|1.14\|22.10\|22.22\|21.75\|32308;2026-04-15\|22.28\|0.59\|22.12\|22.57\|22.10\|32341;2026-04-16\|23.14\|3.86\|23.39\|23.87\|22.29\|89325;2026-04-17\|22.65\|-2.12\|23.13\|23.52\|22.60\|62502;2026-04-20\|22.97\|1.41\|22.69\|23.32\|22.47\|47265;2026-04-21\|22.58\|-1.70\|22.88\|22.88\|22.50\|30876;2026-04-22\|22.51\|-0.31\|22.40\|22.61\|22.28\|29219;2026-04-23\|22.33\|-0.80\|22.41\|22.59\|22.11\|31439;2026-04-24\|21.95\|-1.70\|22.24\|22.38\|21.91\|23445;2026-04-27\|22.06\|0.50\|21.90\|22.17\|21.62\|26386;2026-04-28\|21.58\|-2.18\|21.88\|22.12\|21.48\|25267;2026-04-29\|21.30\|-1.30\|20.94\|21.68\|20.68\|51425;2026-04-30\|21.47\|0.80\|20.77\|21.50\|20.77\|29633;2026-05-06\|21.70\|1.07\|21.39\|21.83\|21.38\|36375;2026-05-07\|22.11\|1.89\|21.82\|22.18\|21.73\|32068;2026-05-08\|22.53\|1.90\|22.15\|22.55\|22.09\|29405;2026-05-11\|21.72\|-3.60\|22.45\|22.46\|21.60\|57105;2026-05-12\|22.08\|1.66\|22.30\|23.37\|21.90\|92794;2026-05-13\|22.75\|3.03\|21.69\|23.16\|21.60\|95635;2026-05-14\|22.40\|-1.54\|22.75\|23.56\|22.40\|74502;2026-05-15\|21.57\|-3.71\|22.37\|22.50\|21.46\|54505;2026-05-18\|21.23\|-1.58\|21.43\|21.52\|20.98\|41665;2026-05-19\|21.83\|2.83\|21.23\|22.08\|21.03\|45628;2026-05-20\|21.09\|-3.39\|21.70\|21.79\|20.90\|36733;2026-05-21\|20.09\|-4.74\|20.99\|21.14\|20.08\|45163;2026-05-22\|22.10\|10.01\|20.23\|22.10\|20.13\|51351;2026-05-25\|24.31\|10.00\|22.10\|24.31\|22.10\|197324;2026-05-26\|25.90\|6.54\|24.66\|26.70\|23.84\|302571;2026-05-27\|25.62\|-1.08\|25.00\|26.65\|24.61\|248973;2026-05-28\|28.18\|9.99\|25.50\|28.18\|25.00\|293405;2026-05-29\|30.29\|7.49\|28.01\|31.00\|26.66\|371389;2026-06-01\|27.26\|-10.00\|28.75\|29.00\|27.26\|149433;2026-06-02\|25.71\|-4.64\|25.00\|27.00\|24.26\|256506;2026-06-03\|28.28\|10.00\|25.00\|28.28\|25.00\|222654;2026-06-04\|28.51\|0.81\|28.80\|30.25\|27.72\|327336;2026-06-05\|26.16\|-8.24\|28.42\|28.49\|25.66\|227270;2026-06-08\|26.31\|0.57\|25.00\|27.65\|24.41\|194442;2026-06-09\|26.15\|-0.61\|26.20\|26.35\|25.10\|150057;2026-06-10\|24.84\|-5.01\|26.00\|26.08\|24.44\|130196;2026-06-11\|24.15\|-2.78\|24.04\|25.68\|23.92\|118772;2026-06-12\|25.86\|7.08\|24.26\|26.57\|24.26\|265910;2026-06-15\|25.78\|-0.31\|25.92\|26.60\|25.37\|196213;2026-06-16\|25.03\|-2.91\|25.41\|25.77\|24.44\|136308;2026-06-17\|24.23\|-3.20\|24.86\|25.03\|23.94\|137925;2026-06-18\|24.03\|-0.83\|24.10\|25.58\|23.65\|167265;2026-06-22\|26.43\|9.99\|25.00\|26.43\|25.00\|162160;2026-06-23\|29.07\|9.99\|27.99\|29.07\|27.18\|274230;2026-06-24\|30.51\|4.95\|28.30\|31.90\|26.73\|318749;2026-06-25\|30.17\|-1.11\|29.80\|31.68\|28.36\|258971;2026-06-26\|28.36\|-6.00\|29.00\|29.62\|28.22\|168602;2026-06-29\|27.55\|-2.86\|28.36\|29.25\|26.83\|151549;2026-06-30\|27.61\|0.22\|27.40\|28.24\|26.36\|135280;2026-07-01\|27.87\|0.94\|27.51\|28.16\|26.86\|149999;2026-07-02\|29.30\|5.13\|26.92\|29.48\|26.85\|222924;2026-07-03\|26.37\|-10.00\|28.70\|28.75\|26.37\|170608;2026-07-06\|25.47\|-3.41\|25.00\|26.54\|24.31\|112752;2026-07-07\|24.86\|-2.40\|24.70\|26.06\|24.46\|81558;2026-07-08\|22.37\|-10.02\|24.50\|24.98\|22.37\|79503;2026-07-09\|21.81\|-2.50\|21.38\|23.35\|20.13\|153150;2026-07-10\|20.51\|-5.96\|21.40\|21.50\|20.51\|109093;2026-07-13\|19.14\|-6.68\|20.26\|20.60\|19.06\|94311;2026-07-14\|19.15\|0.05\|19.00\|19.47\|18.61\|67005;2026-07-15\|18.75\|-2.09\|19.27\|19.43\|18.63\|53306
111648	金刚石散热应用爆发	培育钻石+金刚石散热+许昌国资行业原因： 1、英特尔CEO陈立武近日公开表示，已投资一家金刚石晶圆公司，看好金刚石作为散热材料在芯片先进封装中的应用潜力， 2、据浙商证券6月27日研报，2026年至今多家培育钻龙头发布涨价函，价格普遍上调15%左右，当前原石供应持续偏紧。公司原因： 1、据2026年4月23日年报，公司主营业务为人造金刚石及金刚石制品，主要产品包括工业金刚石、培育钻石等，是超硬材料行业龙头以及唯一的全产业链布局企业。 2、据2026年4月23日年报，公司成功开发出多晶金刚石热沉片，导热性能指标达到国外同类产品水平，并计划推进其落地量产；据2026年5月22日互动易，子公司河南风优创材料技术有限公司的相关产品生产线已投产，相关设备陆续装机测试。 3、据2026年4月23日年报，公司控股股东为许昌市国有产业投资有限公司，最终控制人为许昌市财政局。	公司自主研发的“金刚石—碳化硅复合材料”项目取得重大阶段性成果，核心性能指标达到国际先进水平，成功破解了长期困扰半导体产业的热膨胀失配难题，为我国高端半导体散热技术自主可控提供了关键支撑	2026-03-05\|9.90\|7.61\|9.55\|10.12\|9.46\|2906086;2026-03-06\|9.56\|-3.43\|9.75\|10.11\|9.48\|2154463;2026-03-09\|9.16\|-4.18\|9.16\|9.28\|8.68\|1747589;2026-03-10\|10.08\|10.04\|9.40\|10.08\|9.18\|2104014;2026-03-11\|11.09\|10.02\|10.50\|11.09\|10.42\|2611022;2026-03-12\|10.89\|-1.80\|11.20\|11.59\|10.59\|3458049;2026-03-13\|10.32\|-5.23\|10.80\|11.02\|10.28\|2138308;2026-03-16\|10.18\|-1.36\|10.53\|10.56\|9.81\|1823131;2026-03-17\|9.16\|-10.02\|10.31\|10.43\|9.16\|2301073;2026-03-18\|9.08\|-0.87\|9.07\|9.21\|8.82\|1536508;2026-03-19\|8.43\|-7.16\|8.80\|8.81\|8.35\|1491925;2026-03-20\|8.09\|-4.03\|8.48\|8.63\|8.05\|1166379;2026-03-23\|7.90\|-2.35\|8.00\|8.38\|7.78\|1474065;2026-03-24\|8.17\|3.42\|8.10\|8.21\|7.86\|1044169;2026-03-25\|8.36\|2.33\|8.19\|8.61\|8.19\|1191081;2026-03-26\|7.79\|-6.82\|8.33\|8.36\|7.74\|1199167;2026-03-27\|7.90\|1.41\|7.61\|8.00\|7.53\|792760;2026-03-30\|8.09\|2.41\|7.89\|8.18\|7.76\|999038;2026-03-31\|7.89\|-2.47\|8.05\|8.22\|7.80\|842539;2026-04-01\|7.89\|0.00\|8.17\|8.19\|7.83\|761131;2026-04-02\|7.70\|-2.41\|7.85\|8.08\|7.58\|966135;2026-04-03\|7.80\|1.30\|7.65\|7.94\|7.55\|874477;2026-04-07\|8.12\|4.10\|7.75\|8.19\|7.64\|1176165;2026-04-08\|8.38\|3.20\|8.30\|8.43\|8.13\|1246338;2026-04-09\|8.43\|0.60\|8.35\|8.61\|8.26\|1235094;2026-04-10\|8.44\|0.12\|8.50\|8.79\|8.32\|1378474;2026-04-13\|8.34\|-1.18\|8.20\|8.56\|8.18\|897258;2026-04-14\|8.78\|5.28\|8.44\|8.99\|8.30\|1727022;2026-04-15\|8.75\|-0.34\|9.10\|9.27\|8.62\|1546160;2026-04-16\|8.77\|0.23\|8.61\|8.85\|8.44\|1058224;2026-04-17\|8.77\|0.00\|8.62\|8.99\|8.52\|1124519;2026-04-20\|8.96\|2.17\|8.62\|9.16\|8.53\|1614846;2026-04-21\|8.74\|-2.46\|8.80\|9.07\|8.72\|1115069;2026-04-22\|8.46\|-3.20\|8.63\|8.89\|8.08\|1504935;2026-04-23\|8.55\|1.06\|8.43\|9.20\|8.43\|1455553;2026-04-24\|8.30\|-2.92\|8.50\|8.54\|8.07\|1053561;2026-04-27\|8.34\|0.48\|8.43\|8.59\|8.27\|711915;2026-04-28\|7.99\|-4.20\|8.28\|8.39\|7.91\|762340;2026-04-29\|8.32\|4.13\|7.99\|8.38\|7.91\|765681;2026-04-30\|8.43\|1.32\|8.56\|8.88\|8.26\|1216962;2026-05-06\|8.77\|4.03\|8.59\|8.99\|8.47\|1426876;2026-05-07\|8.84\|0.80\|8.73\|8.93\|8.67\|982628;2026-05-08\|8.89\|0.57\|8.75\|8.97\|8.68\|844190;2026-05-11\|9.78\|10.01\|9.78\|9.78\|9.78\|705967;2026-05-12\|10.76\|10.02\|10.33\|10.76\|9.90\|3584330;2026-05-13\|11.84\|10.04\|10.92\|11.84\|10.91\|3298078;2026-05-14\|11.83\|-0.08\|11.98\|12.48\|11.55\|3743945;2026-05-15\|11.06\|-6.51\|11.59\|12.20\|10.97\|2826810;2026-05-18\|11.04\|-0.18\|10.77\|11.98\|10.77\|2148146;2026-05-19\|10.82\|-1.99\|11.01\|11.08\|10.43\|1586084;2026-05-20\|10.70\|-1.11\|10.73\|11.11\|10.50\|1245936;2026-05-21\|9.99\|-6.64\|10.71\|10.90\|9.95\|1423187;2026-05-22\|10.99\|10.01\|10.80\|10.99\|10.80\|784205;2026-05-25\|12.09\|10.01\|11.50\|12.09\|11.16\|1890117;2026-05-26\|13.30\|10.01\|12.74\|13.30\|12.60\|3095249;2026-05-27\|13.27\|-0.23\|13.30\|13.69\|13.00\|3225676;2026-05-28\|14.60\|10.02\|13.22\|14.60\|13.20\|1674918;2026-05-29\|14.08\|-3.56\|16.00\|16.06\|13.93\|4158502;2026-06-01\|13.47\|-4.33\|14.10\|14.45\|13.31\|2584150;2026-06-02\|13.90\|3.19\|13.44\|14.54\|12.91\|2880358;2026-06-03\|15.04\|8.20\|13.50\|15.29\|13.50\|3342104;2026-06-04\|14.48\|-3.72\|14.24\|14.80\|14.06\|2773791;2026-06-05\|13.43\|-7.25\|14.27\|14.65\|13.26\|2298351;2026-06-08\|12.56\|-6.48\|12.35\|13.17\|12.35\|1670937;2026-06-09\|12.85\|2.31\|12.85\|12.94\|12.29\|1585334;2026-06-10\|12.12\|-5.68\|12.75\|13.22\|11.89\|1650727;2026-06-11\|11.82\|-2.48\|12.00\|12.50\|11.65\|1411017;2026-06-12\|11.83\|0.08\|12.08\|13.00\|11.70\|2735376;2026-06-15\|12.42\|4.99\|11.86\|12.48\|11.28\|2139662;2026-06-16\|12.90\|3.86\|12.50\|13.13\|12.29\|2149625;2026-06-17\|13.30\|3.10\|12.90\|13.54\|12.70\|2192650;2026-06-18\|14.01\|5.34\|13.80\|14.63\|13.78\|3428335;2026-06-22\|15.41\|9.99\|15.41\|15.41\|14.97\|1548003;2026-06-23\|16.95\|9.99\|16.76\|16.95\|16.18\|3261659;2026-06-24\|17.10\|0.89\|16.55\|17.43\|15.75\|4092384;2026-06-25\|18.27\|6.84\|16.83\|18.81\|15.60\|4014682;2026-06-26\|16.65\|-8.87\|17.45\|17.78\|16.54\|2753445;2026-06-29\|16.16\|-2.94\|16.77\|17.00\|15.41\|2079671;2026-06-30\|16.80\|3.96\|16.00\|16.94\|15.63\|1994124;2026-07-01\|16.39\|-2.44\|16.66\|17.80\|16.07\|2030612;2026-07-02\|18.03\|10.01\|15.48\|18.03\|15.36\|2365568;2026-07-03\|16.86\|-6.49\|17.66\|17.76\|16.24\|2626424;2026-07-06\|18.55\|10.02\|17.00\|18.55\|16.67\|2882336;2026-07-07\|18.36\|-1.02\|17.99\|19.89\|17.96\|3610225;2026-07-08\|17.59\|-4.19\|18.42\|19.60\|17.46\|3176233;2026-07-09\|18.70\|6.31\|17.35\|19.24\|16.53\|3207840;2026-07-10\|17.00\|-9.09\|18.35\|19.80\|16.92\|3234494;2026-07-13\|15.30\|-10.00\|16.50\|17.17\|15.30\|1762490;2026-07-14\|15.23\|-0.46\|14.54\|15.55\|13.81\|1995072;2026-07-15\|14.03\|-7.88\|15.38\|15.71\|13.95\|1673832
111647		AI创新药+药用胶塞+胰岛素组件 1、据2025年12月31日公告，董事会决议设立AI医药战略委员会，为公司AI医药业务提供战略规划与技术指导，并链接国际客户资源。 2、据2025年11月14日公告，全资子公司投资科迈生物切入AI抗体设计赛道，并获优先收购权。 3、据2025年半年度报告，公司是国内药用胶塞细分领域领先企业，产品覆盖注射剂、疫苗、胰岛素等。 4、据2025年11月6日公告及机构调研，笔式注射器用铝盖与活塞均获“A”状态，形成胰岛素及GLP-1国产供应链成套供应体系。	公司是国内药用胶塞细分领域领先企业，董事会决议设立AI医药战略委员会，为公司AI医药业务提供战略规划与技术指导，并链接国际客户资源	2026-03-05\|78.78\|3.33\|78.70\|80.14\|77.11\|33973;2026-03-06\|86.98\|10.41\|78.53\|88.18\|78.30\|82245;2026-03-09\|86.03\|-1.09\|84.00\|87.17\|83.26\|57038;2026-03-10\|88.09\|2.39\|87.75\|88.45\|84.31\|43156;2026-03-11\|85.00\|-3.51\|88.00\|88.48\|84.40\|36797;2026-03-12\|87.47\|2.91\|85.00\|87.68\|84.48\|44582;2026-03-13\|85.66\|-2.07\|87.00\|88.22\|84.70\|33730;2026-03-16\|84.68\|-1.14\|85.61\|87.92\|82.00\|33016;2026-03-17\|84.50\|-0.21\|84.88\|85.28\|81.02\|37761;2026-03-18\|90.00\|6.51\|84.39\|91.99\|83.13\|65143;2026-03-19\|89.21\|-0.88\|89.53\|91.12\|88.18\|37022;2026-03-20\|87.70\|-1.69\|90.99\|91.80\|87.41\|36376;2026-03-23\|81.11\|-7.51\|86.41\|87.30\|80.50\|59523;2026-03-24\|84.48\|4.15\|83.00\|84.50\|78.77\|39689;2026-03-25\|87.91\|4.06\|84.98\|90.96\|84.58\|41886;2026-03-26\|85.65\|-2.57\|88.15\|88.92\|84.74\|24837;2026-03-27\|88.33\|3.13\|84.22\|88.66\|83.51\|23941;2026-03-30\|89.88\|1.75\|87.45\|92.01\|86.25\|36455;2026-03-31\|83.18\|-7.45\|89.80\|89.80\|83.00\|44690;2026-04-01\|85.88\|3.25\|84.53\|86.77\|83.80\|24362;2026-04-02\|83.88\|-2.33\|86.17\|86.25\|83.55\|17779;2026-04-03\|75.00\|-10.59\|83.72\|83.72\|73.34\|61276;2026-04-07\|76.50\|2.00\|75.28\|78.78\|74.01\|34250;2026-04-08\|84.13\|9.97\|79.00\|84.48\|79.00\|39732;2026-04-09\|88.00\|4.60\|84.17\|89.10\|81.88\|48608;2026-04-10\|87.34\|-0.75\|88.01\|88.01\|85.76\|30244;2026-04-13\|74.89\|-14.25\|85.12\|87.34\|73.72\|129696;2026-04-14\|76.15\|1.68\|75.18\|79.59\|75.04\|46492;2026-04-15\|74.74\|-1.85\|76.15\|77.40\|74.14\|34509;2026-04-16\|75.51\|1.03\|74.83\|76.90\|74.40\|24145;2026-04-17\|75.62\|0.15\|76.01\|76.60\|74.88\|20666;2026-04-20\|80.93\|7.02\|78.58\|82.95\|77.81\|50332;2026-04-21\|80.80\|-0.16\|80.50\|82.80\|79.05\|29454;2026-04-22\|81.96\|1.44\|80.00\|82.18\|78.05\|33498;2026-04-23\|77.97\|-4.87\|81.91\|82.69\|77.40\|45262;2026-04-24\|77.97\|0.00\|77.62\|83.50\|76.28\|53056;2026-04-27\|81.60\|4.66\|79.58\|82.50\|78.00\|42844;2026-04-28\|82.50\|1.10\|81.70\|83.50\|80.31\|36828;2026-04-29\|84.08\|1.92\|82.17\|85.00\|81.53\|38876;2026-04-30\|85.39\|1.56\|84.08\|85.90\|81.38\|41276;2026-05-06\|87.06\|1.96\|86.19\|88.66\|85.00\|48333;2026-05-07\|94.50\|8.55\|87.08\|95.60\|85.50\|74972;2026-05-08\|96.66\|2.29\|94.99\|99.80\|93.04\|41887;2026-05-11\|98.24\|1.63\|97.00\|102.80\|97.00\|53138;2026-05-12\|105.97\|7.87\|98.45\|110.00\|98.44\|70011;2026-05-13\|107.78\|1.71\|105.42\|110.00\|103.09\|52994;2026-05-14\|107.30\|-0.45\|107.41\|109.50\|106.07\|44124;2026-05-15\|102.50\|-4.47\|107.80\|108.59\|102.00\|48963;2026-05-18\|111.56\|8.84\|102.50\|114.28\|102.50\|57123;2026-05-19\|113.44\|1.69\|111.56\|115.50\|110.20\|45359;2026-05-20\|116.98\|3.12\|113.44\|117.77\|112.51\|44844;2026-05-21\|110.21\|-5.79\|116.98\|118.83\|109.69\|42120;2026-05-22\|130.60\|18.50\|113.00\|132.25\|112.20\|94587;2026-05-25\|131.49\|0.68\|130.60\|132.55\|127.63\|54075;2026-05-26\|128.70\|-2.12\|130.53\|131.99\|124.00\|42586;2026-05-27\|126.00\|-2.10\|128.02\|129.96\|123.28\|33204;2026-05-28\|127.15\|0.91\|126.84\|128.86\|120.22\|39758;2026-05-29\|124.98\|-1.71\|130.37\|132.28\|123.70\|37485;2026-06-01\|127.10\|1.70\|126.22\|131.99\|125.00\|49429;2026-06-02\|116.00\|-8.73\|129.51\|132.20\|112.59\|71353;2026-06-03\|128.98\|11.19\|117.69\|129.80\|116.51\|60267;2026-06-04\|124.60\|-3.40\|127.50\|128.31\|122.86\|31297;2026-06-05\|123.00\|-1.28\|125.88\|128.49\|122.07\|29059;2026-06-08\|123.25\|0.20\|113.96\|124.39\|113.96\|39538;2026-06-09\|130.30\|5.72\|125.00\|130.86\|124.43\|36430;2026-06-10\|124.30\|-4.60\|130.00\|131.50\|123.59\|28349;2026-06-11\|122.99\|-1.05\|123.75\|125.51\|120.75\|22293;2026-06-12\|120.80\|-1.78\|124.75\|126.99\|118.65\|32728;2026-06-15\|124.85\|3.35\|120.80\|125.50\|118.81\|23116;2026-06-16\|130.91\|4.85\|124.90\|132.16\|122.78\|36420;2026-06-17\|129.32\|-1.21\|131.48\|131.97\|128.00\|17969;2026-06-18\|129.87\|0.43\|129.37\|131.66\|127.58\|30304;2026-06-22\|130.50\|0.49\|130.00\|132.29\|124.06\|42024;2026-06-23\|129.10\|-1.07\|131.50\|133.36\|123.00\|47778;2026-06-24\|123.83\|-4.08\|130.93\|131.38\|123.00\|39462;2026-06-25\|123.11\|-0.58\|124.06\|126.01\|120.10\|33419;2026-06-26\|124.69\|1.28\|122.74\|133.33\|120.31\|45316;2026-06-29\|126.00\|1.05\|127.01\|135.50\|123.11\|63700;2026-06-30\|135.63\|7.64\|126.50\|140.95\|126.02\|102748;2026-07-01\|139.01\|2.49\|135.99\|143.41\|131.01\|84351;2026-07-02\|124.50\|-10.44\|137.00\|137.00\|120.22\|100099;2026-07-03\|121.28\|-2.59\|125.20\|126.53\|118.68\|36272;2026-07-06\|118.82\|-2.03\|121.00\|122.89\|117.19\|27355;2026-07-07\|112.80\|-5.07\|119.40\|119.40\|110.25\|37790;2026-07-08\|107.20\|-4.96\|112.56\|113.71\|107.07\|33285;2026-07-09\|108.94\|1.62\|107.20\|110.31\|104.00\|37408;2026-07-10\|107.57\|-1.26\|109.65\|119.96\|106.30\|36490;2026-07-13\|96.90\|-9.92\|108.68\|109.00\|96.54\|39279;2026-07-14\|100.07\|3.27\|97.90\|100.88\|96.00\|35697;2026-07-15\|104.07\|4.00\|101.30\|105.98\|99.95\|46162
111646		药用玻璃包装+协议转让+医美包装 1、据2026年5月25日公告，控股股东正川投资拟通过协议转让方式向安景立成转让其持有的公司10.00%股份，受让方承诺自过户登记完成起18个月内不减持。 2、据2025年年报，公司是行业内药用玻璃管制瓶细分行业的龙头企业之一，拥有“拉管-制瓶-制盖”一体化生产优势，年产药用玻璃管制瓶70亿只、瓶盖30亿只。 3、据2025年年报，公司积极拓展医美产品包装市场，已与华熙生物、贝泰妮等医美及化妆品类头部企业建立业务合作关系。 4、据2025年年报，公司计划建设中硼硅窑炉，未来拟实现5万吨中硼硅玻璃管产能及150亿支管制瓶年产能。	药用玻璃管制瓶细分行业龙头	2026-03-05\|19.70\|0.97\|19.66\|19.99\|19.61\|8414;2026-03-06\|20.32\|3.15\|19.50\|20.36\|19.50\|11829;2026-03-09\|20.20\|-0.59\|20.10\|20.40\|19.91\|10496;2026-03-10\|20.67\|2.33\|20.20\|20.70\|20.20\|11904;2026-03-11\|20.36\|-1.50\|20.66\|20.75\|20.29\|9520;2026-03-12\|20.09\|-1.33\|20.46\|20.46\|20.05\|8749;2026-03-13\|20.14\|0.25\|20.45\|20.45\|19.85\|9918;2026-03-16\|20.30\|0.79\|20.04\|20.61\|20.04\|10250;2026-03-17\|19.92\|-1.87\|20.34\|20.41\|19.92\|7203;2026-03-18\|20.33\|2.06\|19.92\|20.35\|19.84\|11295;2026-03-19\|19.63\|-3.44\|20.16\|20.42\|19.60\|11353;2026-03-20\|18.90\|-3.72\|19.62\|19.96\|18.88\|14586;2026-03-23\|17.71\|-6.30\|18.66\|18.70\|17.46\|19809;2026-03-24\|18.66\|5.36\|17.89\|18.68\|17.65\|15727;2026-03-25\|19.22\|3.00\|18.84\|19.62\|18.68\|20308;2026-03-26\|18.86\|-1.87\|19.12\|19.30\|18.73\|12948;2026-03-27\|19.54\|3.61\|18.68\|19.62\|18.60\|15265;2026-03-30\|19.87\|1.69\|19.54\|19.91\|19.37\|13662;2026-03-31\|20.02\|0.75\|19.87\|20.35\|19.65\|16030;2026-04-01\|20.43\|2.05\|20.40\|20.47\|19.81\|15252;2026-04-02\|20.49\|0.29\|20.43\|20.96\|20.27\|24277;2026-04-03\|19.85\|-3.12\|20.31\|20.77\|19.75\|14099;2026-04-07\|20.15\|1.51\|19.70\|20.38\|19.66\|13804;2026-04-08\|20.27\|0.60\|20.30\|20.60\|20.14\|14268;2026-04-09\|19.88\|-1.92\|20.29\|20.40\|19.77\|14026;2026-04-10\|20.08\|1.01\|19.93\|20.32\|19.88\|11533;2026-04-13\|19.81\|-1.34\|20.19\|20.19\|19.70\|11929;2026-04-14\|19.73\|-0.40\|19.90\|19.95\|19.54\|12615;2026-04-15\|20.22\|2.48\|19.82\|20.30\|19.66\|20211;2026-04-16\|20.09\|-0.64\|20.28\|20.28\|19.81\|12766;2026-04-17\|19.82\|-1.34\|20.07\|20.09\|19.70\|12669;2026-04-20\|19.90\|0.40\|19.90\|19.96\|19.60\|11778;2026-04-21\|19.86\|-0.20\|19.79\|20.03\|19.72\|9146;2026-04-22\|20.46\|3.02\|19.75\|20.95\|19.75\|29445;2026-04-23\|21.00\|2.64\|20.44\|21.35\|20.11\|36421;2026-04-24\|20.99\|-0.05\|20.71\|21.35\|20.71\|28318;2026-04-27\|21.40\|1.95\|20.94\|21.66\|20.75\|33686;2026-04-28\|21.23\|-0.79\|21.46\|21.64\|21.08\|32375;2026-04-29\|21.17\|-0.28\|21.04\|21.57\|21.01\|28102;2026-04-30\|21.15\|-0.09\|21.11\|21.37\|20.92\|19056;2026-05-06\|21.30\|0.71\|21.15\|21.45\|20.92\|20184;2026-05-07\|21.18\|-0.56\|21.37\|21.40\|21.08\|18303;2026-05-08\|21.54\|1.70\|21.57\|21.85\|21.23\|27042;2026-05-11\|21.87\|1.53\|21.62\|21.95\|21.42\|29326;2026-05-12\|21.64\|-1.05\|21.87\|21.93\|21.41\|21066;2026-05-13\|21.55\|-0.42\|21.61\|21.90\|21.43\|19159;2026-05-14\|21.55\|0.00\|21.52\|21.92\|21.32\|22848;2026-05-15\|21.47\|-0.37\|21.55\|21.78\|21.38\|19945;2026-05-18\|21.39\|-0.37\|21.26\|21.52\|21.08\|19637;2026-05-19\|21.11\|-1.31\|21.51\|21.58\|21.00\|16961;2026-05-20\|21.19\|0.38\|21.02\|21.20\|20.50\|23730;2026-05-21\|22.00\|3.82\|21.23\|22.64\|21.22\|54990;2026-05-22\|24.20\|10.00\|22.49\|24.20\|22.49\|94041;2026-05-25\|24.72\|2.15\|26.00\|26.09\|24.25\|131748;2026-05-26\|23.38\|-5.42\|24.27\|25.33\|23.06\|82021;2026-05-27\|21.92\|-6.24\|23.66\|23.66\|21.61\|68938;2026-05-28\|21.62\|-0.05\|21.43\|21.99\|20.86\|49214;2026-05-29\|21.66\|0.18\|21.42\|21.82\|20.56\|49495;2026-06-01\|21.76\|0.46\|21.46\|22.12\|21.07\|39479;2026-06-02\|21.37\|-1.79\|21.53\|21.73\|20.95\|31479;2026-06-03\|21.20\|-0.80\|21.16\|21.35\|20.84\|31959;2026-06-04\|21.35\|0.71\|21.04\|21.35\|20.93\|17447;2026-06-05\|22.36\|4.73\|21.36\|22.66\|20.74\|53351;2026-06-08\|22.89\|2.37\|21.87\|23.03\|21.63\|58812;2026-06-09\|23.82\|4.06\|22.91\|23.94\|22.70\|75286;2026-06-10\|23.63\|-0.80\|23.62\|24.44\|23.05\|64189;2026-06-11\|25.00\|5.80\|23.74\|25.49\|23.30\|83669;2026-06-12\|27.19\|8.76\|24.76\|27.50\|24.33\|128296;2026-06-15\|25.18\|-7.39\|26.78\|28.03\|25.00\|120537;2026-06-16\|25.18\|0.00\|24.79\|25.63\|23.73\|84536;2026-06-17\|27.70\|10.01\|24.90\|27.70\|24.90\|55461;2026-06-18\|25.56\|-7.73\|27.70\|28.00\|24.95\|129159;2026-06-22\|28.12\|10.02\|26.07\|28.12\|26.07\|59934;2026-06-23\|28.00\|-0.43\|28.00\|29.31\|27.11\|165020;2026-06-24\|29.18\|4.21\|27.90\|29.95\|27.90\|134536;2026-06-25\|26.98\|-7.54\|27.90\|28.01\|26.26\|114088;2026-06-26\|25.50\|-5.49\|26.72\|28.79\|25.02\|108291;2026-06-29\|27.07\|6.16\|25.35\|27.10\|25.35\|92025;2026-06-30\|28.79\|6.35\|26.95\|28.90\|26.95\|94975;2026-07-01\|27.56\|-4.27\|28.66\|28.71\|26.58\|77683;2026-07-02\|28.15\|2.14\|27.01\|28.45\|27.01\|62939;2026-07-03\|29.00\|3.02\|28.36\|29.17\|27.77\|78377;2026-07-06\|27.31\|-5.83\|28.00\|29.69\|27.30\|93540;2026-07-07\|27.04\|-0.99\|26.50\|27.50\|25.77\|75454;2026-07-08\|27.18\|0.52\|26.77\|27.95\|25.82\|61292;2026-07-09\|27.69\|1.88\|27.20\|28.35\|26.14\|80736;2026-07-10\|26.59\|-3.97\|27.69\|27.83\|25.61\|96201;2026-07-13\|25.05\|-5.79\|25.64\|26.23\|24.94\|61355;2026-07-14\|26.40\|5.39\|24.90\|26.71\|24.75\|73212;2026-07-15\|26.78\|1.44\|26.40\|27.62\|26.14\|59062
111645		中药+开喉剑+创新药+定增 1、据2026年5月25日公告，公司拟向控股股东张海控制的岑礼科技定增募资不超7亿元，用于补充流动资金和偿还银行贷款；张海及其一致行动人持股比例将升至60.56%。 2、据2026年4月27日年报，公司与广东药科大学合作的1.2类中药新药SL&GDPU-001项目已正式启动，计划推进药学研究和CMC工作并启动非临床研究；与海南大学合作的抗阿尔茨海默病项目正开展候选化合物药效验证。 3、据2026年4月27日年报，公司主营开喉剑喷雾剂儿童型等独家品种，拥有166个药品批准文号、35个独家品种，在咽喉疾病中成药喷雾剂医院终端市场领先；核心产品涵盖开喉剑喷雾剂、芪胶升白胶囊等国家专利及独家品种。	苗药龙头，儿童咽喉疾病中成药领跑企业，主要产品为开喉剑喷雾剂（儿童型）、开喉剑喷雾剂和强力天麻杜仲胶囊等	2026-03-05\|11.64\|1.22\|11.66\|11.69\|11.58\|16940;2026-03-06\|11.78\|1.20\|11.60\|11.78\|11.56\|16848;2026-03-09\|11.73\|-0.42\|11.63\|11.75\|11.59\|17304;2026-03-10\|11.78\|0.43\|11.73\|11.82\|11.73\|19300;2026-03-11\|11.69\|-0.76\|11.74\|11.81\|11.64\|17656;2026-03-12\|11.64\|-0.43\|11.72\|11.72\|11.56\|20410;2026-03-13\|11.65\|0.09\|11.57\|11.76\|11.57\|23635;2026-03-16\|11.70\|0.43\|11.62\|11.75\|11.60\|13812;2026-03-17\|11.65\|-0.43\|11.70\|11.77\|11.62\|17549;2026-03-18\|11.58\|-0.60\|11.62\|11.65\|11.50\|20424;2026-03-19\|11.29\|-2.50\|11.50\|11.55\|11.27\|26585;2026-03-20\|11.05\|-2.13\|11.28\|11.38\|11.04\|24685;2026-03-23\|10.49\|-5.07\|10.95\|10.95\|10.49\|40490;2026-03-24\|10.71\|2.10\|10.67\|10.72\|10.50\|18981;2026-03-25\|10.80\|0.84\|10.71\|10.80\|10.71\|16811;2026-03-26\|10.63\|-1.57\|10.85\|10.96\|10.58\|23826;2026-03-27\|11.04\|3.86\|10.59\|11.04\|10.52\|33053;2026-03-30\|11.06\|0.18\|10.94\|11.14\|10.92\|21101;2026-03-31\|10.96\|-0.90\|11.08\|11.13\|10.94\|17170;2026-04-01\|11.34\|3.47\|11.07\|11.40\|10.92\|36518;2026-04-02\|11.35\|0.09\|11.34\|11.49\|11.29\|34919;2026-04-03\|11.06\|-2.56\|11.26\|11.34\|11.04\|21113;2026-04-07\|11.23\|1.54\|11.08\|11.29\|10.91\|20540;2026-04-08\|11.24\|0.09\|11.32\|11.39\|11.18\|28949;2026-04-09\|11.02\|-1.96\|11.21\|11.34\|10.97\|26924;2026-04-10\|11.04\|0.18\|11.04\|11.17\|11.01\|21100;2026-04-13\|11.00\|-0.36\|11.03\|11.09\|10.93\|16844;2026-04-14\|11.00\|0.00\|11.08\|11.10\|10.89\|15593;2026-04-15\|11.13\|1.18\|11.04\|11.16\|10.98\|28878;2026-04-16\|11.12\|-0.09\|11.13\|11.19\|11.03\|17546;2026-04-17\|10.98\|-1.26\|11.05\|11.12\|10.92\|19325;2026-04-20\|11.02\|0.36\|11.02\|11.07\|10.87\|15962;2026-04-21\|11.07\|0.45\|11.04\|11.10\|10.97\|21952;2026-04-22\|10.99\|-0.72\|11.10\|11.10\|10.95\|16272;2026-04-23\|10.86\|-1.18\|10.94\|11.01\|10.83\|21177;2026-04-24\|10.92\|0.55\|10.85\|10.95\|10.80\|16133;2026-04-27\|11.22\|2.75\|11.04\|11.29\|10.94\|51480;2026-04-28\|11.12\|-0.89\|11.22\|11.35\|11.07\|37645;2026-04-29\|11.18\|0.54\|11.10\|11.21\|11.04\|26180;2026-04-30\|11.25\|0.63\|11.12\|11.30\|11.11\|22914;2026-05-06\|11.14\|-0.98\|11.27\|11.30\|11.09\|32333;2026-05-07\|11.02\|-1.08\|11.14\|11.16\|11.02\|26470;2026-05-08\|11.15\|1.18\|11.10\|11.15\|11.04\|24298;2026-05-11\|11.97\|7.35\|11.30\|12.27\|11.05\|168042;2026-05-12\|12.31\|2.84\|11.90\|12.55\|11.80\|262552;2026-05-13\|12.20\|-0.89\|12.21\|12.30\|11.95\|128075;2026-05-14\|11.99\|-1.72\|12.20\|12.24\|11.88\|78702;2026-05-15\|12.17\|1.50\|12.00\|12.75\|11.98\|116823;2026-05-18\|12.86\|5.67\|12.15\|12.97\|12.05\|198499;2026-05-19\|12.51\|-2.72\|12.92\|13.24\|12.38\|103981;2026-05-20\|13.50\|7.91\|12.52\|13.56\|12.44\|232330;2026-05-21\|12.99\|-3.78\|13.30\|13.58\|12.93\|169860;2026-05-22\|14.29\|10.01\|13.13\|14.29\|13.13\|303675;2026-05-25\|14.76\|3.29\|14.46\|14.85\|13.83\|371624;2026-05-26\|13.80\|-6.50\|15.20\|15.35\|13.60\|414250;2026-05-27\|14.23\|3.12\|13.61\|14.37\|13.41\|250976;2026-05-28\|14.80\|4.01\|14.24\|15.15\|14.06\|338901;2026-05-29\|16.28\|10.00\|14.60\|16.28\|14.60\|460985;2026-06-01\|16.51\|1.41\|16.00\|17.38\|16.00\|364670;2026-06-02\|16.43\|-0.48\|16.09\|17.46\|16.09\|294590;2026-06-03\|16.16\|-1.64\|16.28\|16.49\|15.26\|265220;2026-06-04\|15.83\|-2.04\|16.17\|16.28\|15.50\|172341;2026-06-05\|17.00\|7.39\|15.85\|17.23\|15.77\|295159;2026-06-08\|16.10\|-5.29\|16.00\|16.64\|15.76\|235027;2026-06-09\|15.26\|-5.22\|15.98\|16.59\|14.62\|261271;2026-06-10\|14.77\|-3.21\|15.01\|15.60\|14.77\|135857;2026-06-11\|15.47\|4.74\|14.58\|15.88\|14.18\|196357;2026-06-12\|14.95\|-3.36\|15.56\|15.95\|14.94\|154494;2026-06-15\|14.74\|-1.40\|14.86\|15.11\|14.53\|156399;2026-06-16\|15.34\|4.07\|14.74\|15.34\|14.37\|152763;2026-06-17\|15.14\|-1.30\|15.01\|15.36\|14.70\|142462;2026-06-18\|15.64\|3.30\|15.00\|16.16\|14.91\|196872;2026-06-22\|15.43\|-1.34\|15.90\|16.25\|14.79\|178332;2026-06-23\|14.85\|-3.76\|15.30\|15.60\|14.80\|172869;2026-06-24\|14.72\|-0.88\|14.50\|14.90\|14.16\|138540;2026-06-25\|13.99\|-4.96\|14.34\|14.76\|13.89\|143233;2026-06-26\|13.24\|-5.36\|13.90\|14.32\|13.20\|125922;2026-06-29\|12.85\|-2.95\|13.27\|13.50\|12.10\|217779;2026-06-30\|12.61\|-1.41\|12.55\|12.85\|12.41\|130663;2026-07-01\|13.49\|6.98\|12.52\|13.59\|12.30\|146982;2026-07-02\|13.43\|-0.44\|13.47\|13.90\|13.30\|145377;2026-07-03\|13.47\|0.30\|13.33\|13.79\|13.33\|104550;2026-07-06\|13.44\|-0.22\|13.42\|13.84\|13.24\|133049;2026-07-07\|12.80\|-4.76\|13.30\|13.45\|12.67\|98173;2026-07-08\|12.31\|-3.83\|12.54\|13.00\|12.23\|75702;2026-07-09\|12.25\|-0.49\|12.59\|12.59\|11.95\|96509;2026-07-10\|11.98\|-2.20\|12.18\|12.40\|11.95\|96606;2026-07-13\|11.49\|-4.09\|12.06\|12.15\|11.44\|117154;2026-07-14\|11.45\|-0.35\|11.49\|11.77\|11.20\|112814;2026-07-15\|11.64\|1.66\|11.32\|12.26\|11.18\|132745
111644		米格列醇片+设立AI公司+获大额补助 1、据财闻2026年7月1日报道，公司全资持股新设北京格思谱科技有限公司，经营范围包含人工智能基础软件开发、人工智能应用软件开发等。 2、据2026年6月27日公告，公司近日收到政府补助2728.79万元，占2025年度经审计归母净利润的29.47%，预计将增加公司2026年度利润。 3、据2025年年报，公司核心产品米格列醇片奥恬苹®在国内2型糖尿病治疗的米格列醇制剂市场中市场份额连年稳居首位，并已进入国家集采接续采购目录。	聚焦心血管、糖尿病等慢性病的中药企业	2026-03-05\|21.25\|1.48\|21.33\|21.57\|20.85\|72640;2026-03-06\|21.86\|2.87\|21.16\|21.90\|21.02\|72877;2026-03-09\|22.24\|1.74\|21.60\|23.19\|21.52\|165785;2026-03-10\|21.50\|-3.33\|22.43\|22.55\|21.00\|142106;2026-03-11\|20.99\|-2.37\|21.73\|21.80\|20.81\|94924;2026-03-12\|20.56\|-2.05\|21.02\|21.24\|20.53\|55029;2026-03-13\|21.79\|5.98\|20.40\|22.47\|20.37\|149296;2026-03-16\|21.56\|-1.06\|21.77\|22.05\|21.40\|66939;2026-03-17\|21.20\|-1.67\|21.60\|22.10\|21.11\|52301;2026-03-18\|21.21\|0.05\|21.19\|21.40\|20.94\|36376;2026-03-19\|20.19\|-4.81\|21.03\|21.13\|19.85\|77644;2026-03-20\|19.54\|-3.22\|20.21\|20.55\|19.42\|66713;2026-03-23\|18.08\|-7.47\|19.35\|19.35\|17.89\|84104;2026-03-24\|19.21\|6.25\|18.50\|19.24\|17.98\|80565;2026-03-25\|19.91\|3.64\|19.29\|20.20\|19.14\|66161;2026-03-26\|19.43\|-2.41\|20.06\|20.19\|19.38\|42412;2026-03-27\|20.26\|4.27\|19.23\|20.53\|19.09\|60514;2026-03-30\|20.06\|-0.99\|19.99\|20.48\|19.98\|40381;2026-03-31\|19.95\|-0.55\|20.20\|20.23\|19.84\|38332;2026-04-01\|20.71\|3.81\|20.24\|20.89\|20.20\|59461;2026-04-02\|20.62\|-0.43\|20.69\|20.76\|20.31\|40572;2026-04-03\|20.00\|-3.01\|20.51\|20.67\|19.98\|42748;2026-04-07\|19.91\|-0.45\|20.36\|20.46\|19.84\|48304;2026-04-08\|20.68\|3.87\|20.25\|20.88\|20.18\|53613;2026-04-09\|20.40\|-1.35\|20.52\|20.74\|20.24\|39349;2026-04-10\|20.48\|0.39\|20.44\|20.73\|20.30\|43326;2026-04-13\|20.00\|-2.34\|20.41\|20.44\|19.85\|43241;2026-04-14\|20.06\|0.30\|20.28\|20.28\|19.90\|36068;2026-04-15\|20.03\|-0.15\|20.13\|20.49\|19.90\|48929;2026-04-16\|21.37\|6.69\|19.94\|21.66\|19.85\|96516;2026-04-17\|21.13\|-1.12\|21.37\|21.45\|20.82\|46438;2026-04-20\|21.15\|0.09\|21.12\|21.39\|20.91\|42983;2026-04-21\|21.10\|-0.24\|21.17\|21.28\|20.75\|34361;2026-04-22\|20.65\|-2.13\|21.02\|21.08\|20.58\|35531;2026-04-23\|20.54\|-0.53\|20.65\|20.72\|19.92\|44631;2026-04-24\|20.29\|-1.22\|20.51\|20.90\|20.12\|32529;2026-04-27\|19.76\|-2.61\|20.29\|20.33\|19.17\|90573;2026-04-28\|19.82\|0.30\|19.81\|20.11\|19.52\|59572;2026-04-29\|19.52\|-1.51\|19.88\|20.13\|19.51\|59033;2026-04-30\|19.50\|-0.10\|19.54\|19.79\|19.16\|70578;2026-05-06\|19.76\|1.33\|19.50\|20.31\|19.48\|75777;2026-05-07\|19.26\|-2.53\|19.64\|19.75\|18.98\|65319;2026-05-08\|19.17\|-0.47\|19.19\|19.35\|18.75\|58839;2026-05-11\|19.63\|2.40\|19.11\|19.67\|18.80\|72612;2026-05-12\|19.40\|-1.17\|19.63\|19.76\|19.32\|45918;2026-05-13\|18.91\|-2.53\|19.45\|19.45\|18.80\|52348;2026-05-14\|18.56\|-1.85\|18.92\|18.98\|18.54\|37753;2026-05-15\|18.40\|-0.86\|18.57\|18.67\|18.21\|33413;2026-05-18\|18.73\|1.79\|18.67\|19.07\|18.19\|47791;2026-05-19\|18.71\|-0.11\|18.77\|18.85\|18.43\|31229;2026-05-20\|18.33\|-2.03\|18.63\|18.64\|18.07\|35621;2026-05-21\|17.81\|-2.84\|18.33\|18.57\|17.80\|33657;2026-05-22\|19.59\|9.99\|17.89\|19.59\|17.55\|129342;2026-05-25\|19.08\|-2.60\|19.95\|19.99\|19.03\|119675;2026-05-26\|18.54\|-2.83\|19.20\|19.20\|18.40\|68209;2026-05-27\|18.31\|-1.24\|18.73\|19.05\|18.26\|59154;2026-05-28\|18.08\|-1.26\|18.31\|18.31\|17.66\|41637;2026-05-29\|17.81\|-1.49\|18.05\|18.21\|17.66\|34937;2026-06-01\|17.78\|-0.17\|17.95\|18.16\|17.68\|32931;2026-06-02\|16.85\|-5.23\|17.85\|17.85\|16.53\|69581;2026-06-03\|16.68\|-1.01\|16.87\|17.05\|16.53\|39283;2026-06-04\|16.37\|-1.86\|16.57\|16.60\|16.15\|30402;2026-06-05\|16.41\|0.24\|16.37\|16.68\|16.22\|37327;2026-06-08\|15.55\|-5.24\|16.38\|16.44\|15.28\|51687;2026-06-09\|15.61\|1.36\|15.69\|15.80\|15.35\|32465;2026-06-10\|15.17\|-2.82\|15.60\|15.60\|14.90\|41111;2026-06-11\|15.01\|-1.05\|15.16\|15.16\|14.65\|28606;2026-06-12\|15.35\|2.27\|15.20\|15.43\|15.03\|37814;2026-06-15\|16.70\|8.79\|15.51\|16.87\|15.33\|79144;2026-06-16\|17.07\|2.22\|16.75\|17.28\|16.40\|60434;2026-06-17\|16.51\|-3.28\|17.00\|17.07\|16.44\|44961;2026-06-18\|16.83\|1.94\|16.51\|16.95\|16.23\|43292;2026-06-22\|16.44\|-2.32\|16.78\|16.80\|16.18\|40124;2026-06-23\|17.20\|4.62\|16.36\|17.75\|16.24\|69885;2026-06-24\|16.34\|-5.00\|17.12\|17.20\|16.30\|43896;2026-06-25\|15.75\|-3.61\|16.18\|16.34\|15.63\|44120;2026-06-26\|15.30\|-2.86\|15.75\|15.88\|15.23\|29862;2026-06-29\|15.69\|2.55\|15.50\|15.92\|14.81\|48583;2026-06-30\|15.03\|-4.21\|15.58\|15.59\|14.93\|54419;2026-07-01\|16.53\|9.98\|14.96\|16.53\|14.85\|81243;2026-07-02\|18.18\|9.98\|16.50\|18.18\|16.42\|70884;2026-07-03\|18.10\|-0.44\|19.79\|19.80\|17.81\|200042;2026-07-06\|18.30\|1.10\|17.92\|19.00\|17.57\|108004;2026-07-07\|17.23\|-5.85\|18.47\|18.49\|17.20\|76788;2026-07-08\|16.73\|-2.90\|17.25\|17.49\|16.73\|46086;2026-07-09\|16.77\|0.24\|16.53\|17.38\|16.35\|55808;2026-07-10\|16.70\|-0.42\|16.77\|17.20\|16.55\|44738;2026-07-13\|16.09\|-3.65\|16.68\|16.96\|16.07\|44887;2026-07-14\|16.94\|5.28\|16.30\|17.09\|15.96\|83974;2026-07-15\|17.27\|1.95\|16.78\|17.58\|16.62\|78773
111643		参股月之暗面+拟投资阶跃星辰+AI医疗 1、据2026年6月15日21世纪经济报道，公司董事长刘毅表示投资月之暗面是基于“投科学家”逻辑；据2026年4月29日年报，公司参与投资的核心项目包括月之暗面。 2、据2026年6月1日公告，公司参与的海棠同慧基金已签署协议拟投资阶跃星辰；据2026年4月29日投资者关系管理信息，公司已实现对AI领域算法、算力、应用、数据等产业链全覆盖。 3、据2026年4月29日年报及投资者关系管理信息，公司“AIoT糖尿病家庭医助”项目持续推进，已组建30余人AI团队，基于约47.98万用户私域数据训练垂直大模型，赋能糖尿病诊疗照护业务。	公司确立了医疗健康+大类资产配置投资双主业发展，投资的砺思资本连投了三轮月之暗面，后者估值达180亿美元	2026-03-05\|50.27\|-1.41\|51.63\|52.00\|48.92\|325059;2026-03-06\|49.04\|-2.45\|50.17\|50.29\|48.20\|265963;2026-03-09\|50.31\|2.59\|49.38\|50.87\|47.52\|383206;2026-03-10\|53.20\|5.74\|50.50\|53.70\|50.31\|410498;2026-03-11\|58.52\|10.00\|53.11\|58.52\|52.50\|440235;2026-03-12\|58.88\|0.62\|60.19\|61.30\|58.33\|496473;2026-03-13\|55.31\|-6.06\|58.63\|58.98\|54.26\|410185;2026-03-16\|54.36\|-1.72\|56.23\|56.48\|53.60\|251526;2026-03-17\|54.50\|0.26\|54.40\|56.77\|54.36\|253235;2026-03-18\|59.95\|10.00\|54.33\|59.95\|54.02\|385248;2026-03-19\|65.95\|10.01\|62.27\|65.95\|61.57\|702247;2026-03-20\|62.36\|-5.44\|66.33\|67.49\|61.74\|725388;2026-03-23\|60.52\|-2.95\|62.01\|65.05\|60.00\|490821;2026-03-24\|60.85\|0.55\|61.08\|61.49\|59.00\|373925;2026-03-25\|63.70\|4.68\|61.02\|65.56\|60.59\|438356;2026-03-26\|62.40\|-2.04\|63.35\|63.50\|61.03\|286476;2026-03-27\|68.64\|10.00\|61.72\|68.64\|61.10\|492470;2026-03-30\|75.50\|9.99\|67.95\|75.50\|65.70\|581258;2026-03-31\|73.58\|-2.54\|75.50\|81.91\|73.50\|615603;2026-04-01\|80.94\|10.00\|76.88\|80.94\|73.88\|139161;2026-04-02\|81.15\|0.26\|82.50\|84.94\|80.70\|523830;2026-04-03\|81.13\|-0.02\|80.00\|82.80\|79.06\|335350;2026-04-07\|82.86\|2.13\|82.10\|86.48\|80.56\|295774;2026-04-08\|87.59\|5.71\|84.43\|88.80\|83.50\|372505;2026-04-09\|88.01\|0.48\|86.74\|89.99\|81.00\|303996;2026-04-10\|92.75\|5.39\|89.18\|94.80\|88.25\|272445;2026-04-13\|85.93\|-7.35\|91.00\|91.40\|85.53\|388103;2026-04-14\|77.80\|-9.46\|84.57\|85.90\|77.34\|591332;2026-04-15\|75.58\|-2.85\|77.91\|78.28\|75.20\|344092;2026-04-16\|75.28\|-0.40\|75.01\|75.91\|71.75\|346026;2026-04-17\|75.35\|0.09\|74.20\|77.67\|72.70\|334074;2026-04-20\|80.28\|6.54\|75.35\|82.89\|74.99\|421597;2026-04-21\|80.08\|-0.25\|80.36\|81.00\|77.68\|215870;2026-04-22\|88.09\|10.00\|79.51\|88.09\|78.61\|369375;2026-04-23\|86.15\|-2.20\|88.65\|94.94\|85.70\|416115;2026-04-24\|81.54\|-5.35\|85.31\|88.02\|80.84\|304898;2026-04-27\|77.35\|-5.14\|81.14\|81.50\|75.89\|277154;2026-04-28\|74.91\|-3.15\|76.88\|77.60\|74.53\|223941;2026-04-29\|75.16\|0.33\|76.60\|81.28\|75.03\|365585;2026-04-30\|73.50\|-2.21\|75.16\|76.70\|72.75\|248231;2026-05-06\|72.50\|-1.36\|71.91\|73.78\|68.62\|350630;2026-05-07\|78.30\|8.00\|73.69\|79.75\|72.07\|446200;2026-05-08\|76.13\|-2.77\|76.61\|78.50\|74.45\|304302;2026-05-11\|73.12\|-3.95\|76.87\|78.21\|72.55\|399727;2026-05-12\|74.60\|2.02\|72.69\|75.68\|72.51\|238358;2026-05-13\|77.92\|4.45\|74.23\|79.80\|71.86\|373428;2026-05-14\|78.82\|1.16\|80.04\|84.50\|78.29\|402524;2026-05-15\|74.38\|-5.63\|78.84\|78.84\|74.20\|267487;2026-05-18\|73.44\|-1.26\|74.38\|76.65\|72.92\|269698;2026-05-19\|73.93\|0.67\|73.77\|75.27\|72.18\|200201;2026-05-20\|70.68\|-4.40\|73.14\|75.14\|69.33\|269211;2026-05-21\|72.61\|2.73\|71.68\|77.75\|70.12\|471277;2026-05-22\|79.87\|10.00\|73.78\|79.87\|73.00\|359914;2026-05-25\|87.86\|10.00\|80.80\|87.86\|80.70\|310206;2026-05-26\|91.58\|4.23\|92.28\|92.99\|87.13\|476836;2026-05-27\|84.54\|-7.69\|91.00\|92.00\|83.69\|326715;2026-05-28\|76.50\|-9.51\|84.00\|85.48\|76.09\|371312;2026-05-29\|76.29\|-0.27\|76.90\|79.33\|75.29\|285548;2026-06-01\|77.79\|1.97\|76.33\|80.68\|76.32\|298473;2026-06-02\|77.79\|0.00\|78.38\|80.00\|75.29\|263003;2026-06-03\|77.20\|1.18\|75.80\|78.89\|74.66\|244035;2026-06-04\|73.92\|-4.25\|76.49\|77.47\|73.50\|167152;2026-06-05\|70.68\|-4.38\|73.42\|74.00\|69.61\|231336;2026-06-08\|67.97\|-3.83\|69.02\|69.99\|67.07\|199165;2026-06-09\|67.70\|-0.40\|68.73\|68.95\|65.21\|253955;2026-06-10\|64.98\|-4.02\|67.69\|67.80\|63.38\|182076;2026-06-11\|61.74\|-4.99\|64.51\|64.88\|61.24\|187071;2026-06-12\|60.90\|-1.36\|62.97\|63.48\|60.51\|167115;2026-06-15\|66.99\|10.00\|63.88\|66.99\|63.10\|72254;2026-06-16\|70.90\|5.84\|70.41\|71.86\|69.10\|391476;2026-06-17\|66.83\|-5.74\|71.96\|71.96\|65.79\|306461;2026-06-18\|73.51\|10.00\|66.77\|73.51\|66.56\|222515;2026-06-22\|72.88\|-0.86\|73.51\|74.00\|71.03\|309428;2026-06-23\|68.99\|-5.34\|72.00\|72.80\|68.82\|236845;2026-06-24\|68.05\|-1.36\|68.82\|71.21\|67.38\|176255;2026-06-25\|71.83\|5.55\|69.00\|74.50\|68.09\|324974;2026-06-26\|66.50\|-7.42\|71.17\|71.82\|65.81\|267918;2026-06-29\|66.83\|0.50\|66.51\|70.38\|66.01\|244627;2026-06-30\|70.68\|5.76\|66.01\|71.78\|64.25\|249832;2026-07-01\|69.52\|-1.64\|70.20\|71.79\|68.80\|150860;2026-07-02\|67.16\|-3.39\|68.01\|69.00\|66.26\|164226;2026-07-03\|66.44\|-1.07\|66.49\|67.76\|65.50\|122379;2026-07-06\|63.30\|-4.73\|66.00\|67.30\|63.15\|173071;2026-07-07\|59.75\|-5.61\|63.00\|63.10\|59.20\|171250;2026-07-08\|59.61\|-0.23\|60.18\|61.60\|57.64\|190795;2026-07-09\|58.36\|-2.10\|59.46\|60.29\|56.70\|154512;2026-07-10\|58.80\|0.75\|58.92\|60.58\|58.27\|161951;2026-07-13\|55.36\|-5.85\|58.21\|59.63\|55.04\|146528;2026-07-14\|60.90\|10.01\|55.88\|60.90\|55.60\|241288;2026-07-15\|66.99\|10.00\|66.99\|66.99\|66.99\|32145
111642	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	算力+家具智造行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月25日年报，唯一网络2025年IDC及云计算收入19.66亿元，首次超越传统设备业务，并启动“AI原生基础设施+”战略，部署GPU算力池、搭建融合调度平台，向推理算力服务商升级。 2、据2026年4月25日年报，公司国内首创免挖坑智能开料工作站，AI优化家具生产，已为索菲亚、宜家OEM等300+标杆工厂提供整厂智能产线。 3、据2026年4月25日年报，公司拟10派2元并授权董事会推进2026年中期分红，同时公告使用不超6亿元自有资金购买低风险理财产品。	全资子公司唯一网络是国内领先的数字经济基础设施服务提供商，主要经营范围包括IDC、云计算（含公有云、混合云、私有云及云增值等服务）、云联网、数字化解决方案等服务	2026-03-05\|20.77\|2.82\|20.96\|21.00\|20.45\|134338;2026-03-06\|21.31\|2.60\|20.99\|21.31\|20.70\|179716;2026-03-09\|21.99\|3.19\|20.71\|22.17\|20.60\|217461;2026-03-10\|22.32\|1.50\|22.37\|22.98\|21.77\|268613;2026-03-11\|22.20\|-0.54\|22.35\|22.74\|22.08\|178165;2026-03-12\|21.72\|-2.16\|21.95\|22.19\|21.62\|142365;2026-03-13\|20.98\|-3.41\|21.54\|21.80\|20.95\|135119;2026-03-16\|21.08\|0.48\|20.89\|21.10\|20.39\|107638;2026-03-17\|20.46\|-2.94\|21.20\|21.38\|20.43\|81988;2026-03-18\|21.73\|6.21\|20.68\|21.87\|20.52\|181470;2026-03-19\|21.35\|-1.75\|21.25\|21.84\|21.23\|126600;2026-03-20\|20.28\|-5.01\|21.37\|21.56\|20.28\|130647;2026-03-23\|19.15\|-5.57\|19.72\|20.26\|19.01\|140047;2026-03-24\|19.79\|3.34\|19.55\|19.85\|19.11\|114412;2026-03-25\|20.64\|4.30\|19.91\|20.86\|19.88\|117398;2026-03-26\|19.91\|-3.54\|20.50\|20.65\|19.86\|89226;2026-03-27\|20.08\|0.85\|19.78\|20.34\|19.50\|72708;2026-03-30\|20.27\|0.95\|19.82\|20.46\|19.52\|91810;2026-03-31\|19.98\|-1.43\|20.10\|20.56\|19.93\|71879;2026-04-01\|20.58\|3.00\|20.40\|20.68\|20.18\|92284;2026-04-02\|19.44\|-5.54\|20.46\|20.46\|19.25\|143128;2026-04-03\|19.14\|-1.54\|19.57\|19.66\|19.04\|75890;2026-04-07\|19.12\|-0.10\|19.29\|19.42\|18.98\|63834;2026-04-08\|20.68\|8.16\|19.57\|20.72\|19.56\|164316;2026-04-09\|20.24\|-2.13\|20.30\|20.50\|20.10\|85588;2026-04-10\|20.39\|0.74\|20.39\|20.68\|20.29\|79680;2026-04-13\|20.46\|0.34\|20.16\|20.65\|20.16\|67432;2026-04-14\|20.91\|2.20\|20.79\|21.01\|20.55\|128241;2026-04-15\|20.72\|-0.91\|20.97\|21.02\|20.63\|95628;2026-04-16\|22.79\|9.99\|20.88\|22.79\|20.77\|291035;2026-04-17\|22.36\|-1.89\|22.79\|23.17\|22.21\|387452;2026-04-20\|22.65\|1.30\|22.38\|22.78\|22.12\|234027;2026-04-21\|22.18\|-2.08\|22.31\|22.45\|21.90\|159447;2026-04-22\|22.40\|0.99\|22.04\|22.44\|21.78\|158513;2026-04-23\|22.38\|-0.09\|22.41\|22.74\|22.22\|223585;2026-04-24\|22.51\|0.58\|22.40\|22.73\|21.47\|244657;2026-04-27\|23.46\|4.22\|22.40\|23.46\|21.66\|390797;2026-04-28\|22.46\|-4.26\|23.23\|23.23\|22.20\|290304;2026-04-29\|22.77\|1.38\|22.01\|23.20\|21.78\|279171;2026-04-30\|23.16\|1.71\|22.94\|24.25\|22.89\|326043;2026-05-06\|25.31\|9.28\|23.62\|25.48\|23.62\|673828;2026-05-07\|27.84\|10.00\|25.63\|27.84\|25.31\|500865;2026-05-08\|29.02\|4.24\|28.28\|29.87\|27.59\|757666;2026-05-11\|31.29\|7.82\|29.14\|31.81\|29.06\|518352;2026-05-12\|30.92\|-1.18\|30.99\|31.80\|30.56\|393882;2026-05-13\|32.24\|4.27\|30.45\|32.40\|30.04\|269730;2026-05-14\|32.10\|-0.43\|32.00\|32.80\|31.70\|235611;2026-05-15\|31.95\|-0.47\|31.80\|32.78\|31.52\|190125;2026-05-18\|29.93\|-6.32\|31.87\|32.30\|29.45\|329898;2026-05-19\|29.29\|-2.14\|29.52\|30.38\|28.90\|225243;2026-05-20\|29.10\|-0.65\|29.26\|30.20\|28.55\|179956;2026-05-21\|26.62\|-8.52\|29.00\|30.00\|26.40\|200592;2026-05-22\|28.73\|7.93\|26.64\|29.28\|26.02\|326384;2026-05-25\|27.28\|-5.05\|29.30\|29.35\|27.25\|234007;2026-05-26\|25.96\|-4.14\|26.60\|26.86\|25.53\|163867;2026-05-27\|24.27\|-6.51\|25.82\|26.28\|24.05\|175999;2026-05-28\|24.71\|1.81\|24.40\|25.17\|24.07\|167186;2026-05-29\|23.40\|-5.30\|24.69\|24.99\|23.00\|141777;2026-06-01\|23.78\|1.62\|23.45\|24.29\|23.00\|146724;2026-06-02\|23.69\|-0.38\|23.96\|24.17\|22.68\|141810;2026-06-03\|23.51\|-0.76\|23.61\|24.14\|23.16\|116856;2026-06-04\|22.75\|-3.23\|23.25\|23.42\|22.60\|101170;2026-06-05\|22.37\|-1.67\|22.60\|22.85\|21.95\|105682;2026-06-08\|20.81\|-6.97\|21.64\|22.15\|20.38\|191967;2026-06-09\|21.03\|1.06\|20.88\|21.19\|20.60\|109843;2026-06-10\|23.13\|9.99\|23.13\|23.13\|23.13\|93249;2026-06-11\|20.82\|-9.99\|22.02\|22.44\|20.82\|269660;2026-06-12\|19.72\|-5.28\|20.62\|21.06\|19.72\|453459;2026-06-15\|20.27\|2.79\|19.98\|20.41\|19.70\|262135;2026-06-16\|20.86\|2.91\|20.49\|21.14\|20.31\|191597;2026-06-17\|21.07\|1.01\|20.95\|21.48\|20.62\|154334;2026-06-18\|21.35\|1.33\|20.92\|21.58\|20.81\|145795;2026-06-22\|21.04\|-1.45\|21.40\|21.72\|20.48\|189596;2026-06-23\|20.34\|-3.33\|21.00\|21.13\|20.24\|127293;2026-06-24\|20.42\|0.39\|20.16\|20.46\|19.76\|118982;2026-06-25\|19.37\|-5.14\|20.22\|20.50\|19.34\|153298;2026-06-26\|18.43\|-4.85\|19.12\|19.32\|18.32\|137298;2026-06-29\|17.82\|-3.31\|18.32\|18.45\|17.51\|117337;2026-06-30\|18.05\|1.29\|17.83\|18.38\|17.53\|109606;2026-07-01\|18.32\|1.50\|18.15\|18.71\|17.77\|137856;2026-07-02\|18.36\|0.22\|18.01\|19.20\|18.01\|173774;2026-07-03\|18.60\|1.31\|18.40\|18.98\|18.40\|129772;2026-07-06\|17.74\|-4.62\|18.63\|18.67\|17.63\|124522;2026-07-07\|16.74\|-5.64\|17.40\|17.65\|16.68\|137339;2026-07-08\|18.41\|9.98\|16.75\|18.41\|16.54\|155237;2026-07-09\|17.91\|-2.72\|18.22\|18.33\|17.21\|307830;2026-07-10\|18.00\|0.50\|17.68\|18.78\|17.51\|256871;2026-07-13\|16.88\|-6.22\|17.92\|18.18\|16.81\|162087;2026-07-14\|16.66\|-1.30\|16.91\|17.21\|16.00\|131682;2026-07-15\|16.68\|0.12\|16.67\|17.14\|16.57\|100184
111641	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	AIDC项目交付+算力UPS电源+员工持股计划行业原因：华泰期货指出，近期碳酸锂盘面价格反弹，碳酸锂供需偏紧格局尚未改变。供给扰动上，枧下窝用地预审被注销，复产预期下降，加剧了短期供需偏紧的格局。公司原因： 1、据雄韬股份官微2026年6月11日报道，公司于北欧芬兰的AIDC大型数据中心项目如期交付，项目配套公司REVO系列UPS锂电解决方案，为超大规模数字基础设施提供备电保障。 2、据2026年4月24日年报，公司专注于算力中心与数据中心UPS电源领域，将其作为最核心的发展战略，提供高倍率锂电池等解决方案，在LFP锂电UPS领域占据全球领先地位。 3、据2026年3月27日员工持股计划草案，公司设定2026年净利润增长率不低于10%的业绩考核目标，彰显管理层对公司未来发展的信心。	公司聚焦算力中心与数据中心UPS电源，高倍率锂电产品已大规模应用于东南亚、澳洲、欧洲算力中心，为UPS厂家首选品牌	2026-03-05\|24.48\|10.02\|22.89\|24.48\|22.80\|293761;2026-03-06\|24.07\|-1.67\|24.97\|25.33\|23.26\|588324;2026-03-09\|23.58\|-2.04\|23.38\|23.94\|23.01\|305885;2026-03-10\|24.59\|4.28\|24.05\|25.94\|24.05\|582806;2026-03-11\|27.05\|10.00\|25.00\|27.05\|24.11\|797475;2026-03-12\|25.68\|-5.06\|26.00\|26.18\|25.15\|746341;2026-03-13\|27.37\|6.58\|25.22\|28.25\|24.44\|739366;2026-03-16\|28.19\|3.00\|27.26\|28.19\|26.26\|484538;2026-03-17\|26.01\|-7.73\|27.80\|29.99\|25.69\|577231;2026-03-18\|26.77\|2.92\|26.79\|26.99\|25.60\|409373;2026-03-19\|24.99\|-6.65\|25.78\|26.06\|24.80\|324532;2026-03-20\|25.36\|1.48\|24.80\|26.47\|24.30\|384004;2026-03-23\|25.91\|2.17\|25.05\|27.33\|24.64\|436181;2026-03-24\|27.39\|5.71\|26.15\|27.68\|25.94\|434444;2026-03-25\|27.29\|-0.37\|27.12\|27.88\|26.72\|338581;2026-03-26\|26.70\|-2.16\|26.90\|27.79\|26.53\|292893;2026-03-27\|26.97\|1.01\|25.94\|27.58\|25.89\|262976;2026-03-30\|26.40\|-2.11\|26.56\|26.95\|25.70\|212035;2026-03-31\|24.52\|-7.12\|26.23\|26.26\|24.50\|265977;2026-04-01\|25.43\|3.71\|25.01\|26.74\|24.75\|253681;2026-04-02\|24.51\|-3.62\|25.25\|25.38\|24.38\|153174;2026-04-03\|25.61\|4.49\|25.32\|26.26\|24.44\|236415;2026-04-07\|27.48\|7.30\|25.87\|27.96\|25.76\|365916;2026-04-08\|27.83\|1.27\|28.00\|28.14\|27.00\|284654;2026-04-09\|27.50\|-1.19\|27.73\|27.83\|27.39\|168671;2026-04-10\|30.25\|10.00\|27.50\|30.25\|27.21\|426395;2026-04-13\|30.85\|1.98\|30.00\|31.91\|29.66\|493012;2026-04-14\|31.69\|2.72\|30.94\|32.39\|30.48\|387788;2026-04-15\|30.16\|-4.83\|31.38\|31.52\|30.00\|356686;2026-04-16\|32.18\|6.70\|30.62\|32.58\|30.12\|432173;2026-04-17\|31.62\|-1.74\|32.21\|32.81\|31.47\|273620;2026-04-20\|30.83\|-2.50\|31.41\|31.50\|30.42\|279931;2026-04-21\|30.20\|-2.04\|30.91\|31.17\|29.58\|224314;2026-04-22\|29.53\|-2.22\|30.42\|30.55\|29.37\|223880;2026-04-23\|30.33\|2.71\|30.00\|31.48\|29.11\|357853;2026-04-24\|30.07\|-0.86\|28.87\|30.88\|28.83\|282991;2026-04-27\|29.23\|-2.79\|29.93\|30.10\|28.70\|216218;2026-04-28\|32.15\|9.99\|29.23\|32.15\|28.00\|449237;2026-04-29\|29.64\|-7.81\|32.76\|32.82\|29.48\|693308;2026-04-30\|27.66\|-6.68\|29.97\|30.02\|27.10\|537327;2026-05-06\|29.63\|7.12\|27.66\|30.14\|27.22\|493844;2026-05-07\|30.12\|1.65\|29.27\|30.27\|28.87\|293250;2026-05-08\|29.20\|-3.05\|29.75\|30.60\|29.10\|254960;2026-05-11\|28.85\|-1.20\|29.55\|31.30\|28.74\|318685;2026-05-12\|28.29\|-1.94\|28.95\|29.19\|27.91\|197135;2026-05-13\|27.95\|-1.20\|28.28\|28.72\|27.50\|186830;2026-05-14\|27.02\|-3.33\|28.09\|28.55\|27.00\|188602;2026-05-15\|27.11\|0.33\|27.10\|27.55\|26.68\|158601;2026-05-18\|26.20\|-3.36\|26.84\|27.18\|25.87\|203011;2026-05-19\|25.64\|-2.14\|26.22\|26.45\|25.23\|141957;2026-05-20\|25.71\|0.27\|25.51\|26.12\|25.05\|110919;2026-05-21\|25.23\|-1.87\|25.90\|26.63\|25.18\|155941;2026-05-22\|27.75\|9.99\|25.50\|27.75\|25.29\|262553;2026-05-25\|29.32\|5.66\|28.20\|29.68\|28.11\|379053;2026-05-26\|32.25\|9.99\|29.14\|32.25\|28.71\|578390;2026-05-27\|33.80\|4.81\|32.45\|35.00\|32.03\|551151;2026-05-28\|34.47\|1.98\|30.97\|35.05\|30.97\|475778;2026-05-29\|33.42\|-3.05\|34.90\|35.22\|33.00\|318659;2026-06-01\|30.08\|-9.99\|33.65\|33.70\|30.08\|325352;2026-06-02\|30.05\|-0.10\|30.60\|31.04\|28.90\|269061;2026-06-03\|29.70\|-0.83\|30.00\|30.24\|29.11\|201937;2026-06-04\|32.67\|10.00\|29.36\|32.67\|29.25\|232007;2026-06-05\|33.96\|3.95\|33.20\|35.76\|33.02\|437205;2026-06-08\|33.57\|-1.15\|33.85\|34.86\|32.43\|336055;2026-06-09\|35.62\|6.11\|33.98\|35.96\|33.60\|366103;2026-06-10\|32.06\|-9.99\|35.27\|35.27\|32.06\|301999;2026-06-11\|31.39\|-2.09\|30.87\|32.04\|30.01\|330034;2026-06-12\|34.53\|10.00\|31.70\|34.53\|31.46\|180628;2026-06-15\|37.73\|9.27\|36.95\|37.98\|35.57\|568266;2026-06-16\|36.50\|-3.26\|36.56\|37.38\|36.31\|390948;2026-06-17\|35.88\|-1.70\|36.71\|37.20\|35.13\|328282;2026-06-18\|35.09\|-2.20\|35.56\|36.27\|34.70\|267190;2026-06-22\|35.00\|-0.26\|35.33\|35.34\|34.10\|266080;2026-06-23\|33.06\|-5.54\|35.00\|35.00\|32.64\|250923;2026-06-24\|32.82\|-0.73\|32.90\|33.81\|32.04\|192792;2026-06-25\|34.71\|5.76\|32.86\|35.48\|32.45\|429870;2026-06-26\|35.44\|2.10\|33.96\|36.20\|33.26\|431096;2026-06-29\|31.90\|-9.99\|34.81\|34.81\|31.90\|126580;2026-06-30\|30.98\|-2.88\|28.71\|31.38\|28.71\|436330;2026-07-01\|28.50\|-8.01\|30.92\|30.99\|28.11\|370926;2026-07-02\|26.39\|-7.40\|28.23\|28.48\|26.31\|245158;2026-07-03\|26.03\|-1.36\|26.80\|27.37\|26.00\|196993;2026-07-06\|25.13\|-3.46\|26.70\|26.88\|25.06\|183883;2026-07-07\|26.25\|4.46\|25.60\|27.64\|25.35\|400202;2026-07-08\|23.63\|-9.98\|25.40\|25.88\|23.63\|228026;2026-07-09\|23.05\|-2.45\|22.57\|23.48\|21.69\|288552;2026-07-10\|23.31\|1.13\|23.55\|24.54\|23.06\|244386;2026-07-13\|21.66\|-7.08\|23.11\|23.39\|21.50\|148146;2026-07-14\|22.14\|2.22\|21.54\|22.35\|21.21\|150393;2026-07-15\|21.45\|-3.12\|22.38\|22.38\|21.25\|116929
111640	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	业绩高增+算力租赁+半导体材料行业原因：据财闻，阿里云、腾讯云、百度智能云等头部云厂商近期相继上调AI算力产品价格，涨幅普遍在5%至50%之间。海外H100 GPU租赁价格5个月内上涨40%，全行业进入量价齐升的高景气周期。公司原因： 1、据公司2025年年报，公司2025年营收34.52亿元、净利3.09亿元，同比增30.45%、52.59%；2026Q1营收10.16亿元、净利1.43亿元，同比增28.01%、42.06%，味精市占率领先，松茸鲜、酱油等战略大单品放量。 2、据公司2025年年报，子公司莲花科创4月9日以9,250.57万元受让纽菲斯46%股权，布局电子绝缘积层胶膜，延伸半导体材料产业链。 3、据公司2025年年报，在算力业务方面，公司在原有toB服务基础上，积极拓展toC市场，与算力芯片厂商、模型商合作推出“token工厂”模式，面向C端客户提供灵活、高性价比的算力服务。同时，公司持续加大AIAgent及Skills的研发投入，结合AI智能终端硬件，打造面向C端客户的应用场景 4、据公司2025年年报，公司“消费+AI科技”双轮驱动，莲花紫星2025年算力服务收入1.22亿元、同比增51.13%，已部署智算中心并拓展金融、医疗等行业客户。	1、国内在产味精生产商历史最悠久的企业，一季度净利润增长42%； 2、公司将以莲花科创为项目实施主体，积极引入行业实力战略合作伙伴，开展智能计算中心项目合作，在国内主要的算力节点，建设智算中心，高效推动算力租赁业务落地	2026-03-05\|5.76\|3.60\|5.64\|5.84\|5.62\|789660;2026-03-06\|6.24\|8.33\|5.70\|6.34\|5.68\|1855996;2026-03-09\|6.59\|5.61\|6.28\|6.64\|6.24\|2421149;2026-03-10\|6.62\|0.46\|6.61\|6.85\|6.51\|1929660;2026-03-11\|6.54\|-1.21\|6.65\|6.77\|6.53\|1232391;2026-03-12\|6.43\|-1.68\|6.55\|6.58\|6.39\|828612;2026-03-13\|6.03\|-6.22\|6.41\|6.43\|6.00\|1315190;2026-03-16\|6.16\|2.16\|6.01\|6.23\|5.93\|1057077;2026-03-17\|6.30\|2.27\|6.20\|6.43\|6.18\|1310149;2026-03-18\|6.46\|2.54\|6.30\|6.48\|6.26\|1127943;2026-03-19\|7.11\|10.06\|6.33\|7.11\|6.31\|2955317;2026-03-20\|6.55\|-7.88\|6.90\|6.95\|6.54\|3417179;2026-03-23\|6.15\|-6.11\|6.48\|6.55\|6.09\|1773760;2026-03-24\|6.77\|10.08\|6.28\|6.77\|6.13\|1989641;2026-03-25\|7.03\|3.84\|6.90\|7.24\|6.90\|2896092;2026-03-26\|7.03\|0.00\|7.09\|7.44\|6.92\|2687588;2026-03-27\|7.14\|1.56\|7.03\|7.25\|6.86\|2225990;2026-03-30\|7.39\|3.50\|6.90\|7.43\|6.88\|3038679;2026-03-31\|7.10\|-3.92\|7.26\|7.35\|7.10\|2257856;2026-04-01\|7.33\|3.24\|7.20\|7.60\|7.19\|2516507;2026-04-02\|7.08\|-3.41\|7.34\|7.46\|7.04\|2021536;2026-04-03\|6.99\|-1.27\|7.19\|7.24\|6.87\|1523815;2026-04-07\|6.94\|-0.72\|7.00\|7.20\|6.87\|1078698;2026-04-08\|7.63\|9.94\|7.23\|7.63\|7.23\|1232380;2026-04-09\|7.47\|-2.10\|7.56\|7.85\|7.40\|2647070;2026-04-10\|7.43\|-0.54\|7.58\|7.97\|7.41\|1854160;2026-04-13\|7.41\|-0.27\|7.34\|7.49\|7.27\|1492066;2026-04-14\|7.32\|-1.21\|7.58\|7.65\|7.22\|1860715;2026-04-15\|7.69\|5.05\|7.50\|7.89\|7.10\|3076784;2026-04-16\|8.14\|5.85\|7.54\|8.37\|7.54\|3288201;2026-04-17\|7.89\|-3.07\|8.02\|8.07\|7.81\|2159833;2026-04-20\|7.87\|-0.25\|7.91\|7.96\|7.81\|1682172;2026-04-21\|8.09\|2.80\|7.82\|8.14\|7.55\|2392582;2026-04-22\|8.59\|6.18\|8.00\|8.77\|7.96\|3182122;2026-04-23\|9.45\|10.01\|8.57\|9.45\|8.48\|3245360;2026-04-24\|9.14\|-3.28\|9.58\|9.80\|8.91\|3997188;2026-04-27\|9.34\|2.19\|9.19\|9.58\|8.97\|3139244;2026-04-28\|9.84\|5.35\|9.36\|10.15\|9.23\|3858841;2026-04-29\|10.82\|9.96\|9.85\|10.82\|9.85\|2303049;2026-04-30\|10.72\|-0.92\|11.33\|11.55\|10.42\|4809052;2026-05-06\|11.40\|6.34\|10.95\|11.53\|10.71\|4139553;2026-05-07\|11.13\|-2.37\|11.27\|11.44\|10.82\|3321134;2026-05-08\|10.50\|-5.66\|10.80\|10.85\|10.28\|3227011;2026-05-11\|10.30\|-1.90\|10.50\|10.67\|9.80\|3447625;2026-05-12\|9.99\|-3.01\|10.15\|10.21\|9.81\|2231384;2026-05-13\|10.72\|7.31\|9.85\|10.85\|9.80\|3208937;2026-05-14\|10.54\|-1.68\|10.82\|11.13\|10.25\|2659825;2026-05-15\|10.34\|-1.90\|10.33\|10.84\|10.28\|2139465;2026-05-18\|10.51\|1.64\|10.36\|10.63\|10.06\|2161129;2026-05-19\|11.56\|9.99\|10.59\|11.56\|10.11\|3801553;2026-05-20\|11.03\|-4.58\|11.60\|11.85\|10.95\|3220014;2026-05-21\|10.68\|-3.17\|11.01\|11.49\|10.45\|2776940;2026-05-22\|11.75\|10.02\|10.90\|11.75\|10.86\|2206096;2026-05-25\|12.93\|10.04\|12.05\|12.93\|12.04\|2522410;2026-05-26\|13.19\|2.01\|12.99\|13.70\|12.81\|3987848;2026-05-27\|11.87\|-10.01\|13.19\|13.23\|11.87\|2101580;2026-05-28\|10.95\|-7.75\|11.31\|11.55\|10.68\|3952472;2026-05-29\|10.15\|-7.31\|10.80\|11.03\|10.02\|2545786;2026-06-01\|9.84\|-3.05\|10.00\|10.79\|9.77\|2442938;2026-06-02\|9.64\|-2.03\|9.69\|10.03\|9.09\|2590740;2026-06-03\|9.55\|-0.93\|9.46\|10.04\|9.40\|1819509;2026-06-04\|9.47\|-0.84\|9.41\|9.59\|9.22\|1545447;2026-06-05\|10.13\|6.97\|9.51\|10.30\|9.17\|3332113;2026-06-08\|10.49\|3.55\|9.68\|10.70\|9.62\|3325287;2026-06-09\|11.54\|10.01\|10.48\|11.54\|10.25\|4106870;2026-06-10\|11.62\|0.69\|11.15\|11.80\|10.88\|3363927;2026-06-11\|12.63\|8.69\|11.30\|12.76\|11.30\|3622486;2026-06-12\|11.57\|-8.39\|12.35\|12.95\|11.54\|3312389;2026-06-15\|12.12\|4.75\|11.60\|12.20\|11.15\|3008177;2026-06-16\|13.33\|9.98\|12.10\|13.33\|11.87\|2759662;2026-06-17\|14.66\|9.98\|13.57\|14.66\|13.54\|2080088;2026-06-18\|14.28\|-2.59\|14.89\|15.50\|14.07\|3536446;2026-06-22\|14.40\|0.84\|14.55\|15.70\|13.92\|2931682;2026-06-23\|14.37\|-0.21\|15.02\|15.06\|13.96\|2807592;2026-06-24\|14.18\|-1.32\|13.98\|14.64\|13.36\|2534826;2026-06-25\|15.60\|10.01\|14.20\|15.60\|14.20\|1585048;2026-06-26\|14.30\|-8.33\|15.75\|15.93\|14.10\|2806805;2026-06-29\|13.32\|-6.85\|14.14\|14.58\|13.25\|2236804;2026-06-30\|14.00\|5.11\|13.35\|14.20\|12.97\|1765133;2026-07-01\|12.97\|-7.36\|14.00\|14.35\|12.83\|2074686;2026-07-02\|12.25\|-5.55\|12.50\|13.02\|12.20\|1863301;2026-07-03\|11.82\|-3.51\|12.25\|12.38\|11.81\|1683773;2026-07-06\|11.54\|-2.37\|12.06\|12.23\|11.47\|1308897;2026-07-07\|11.10\|-3.81\|11.60\|11.88\|11.00\|1296792;2026-07-08\|10.89\|-1.89\|11.20\|11.45\|10.69\|1300125;2026-07-09\|11.00\|1.01\|10.93\|11.24\|10.51\|1440420;2026-07-10\|10.92\|-0.73\|11.00\|11.51\|10.88\|1834704;2026-07-13\|11.05\|1.19\|10.70\|11.48\|10.66\|2467815;2026-07-14\|9.95\|-9.95\|10.70\|10.71\|9.95\|466793;2026-07-15\|10.25\|3.02\|9.30\|10.95\|9.30\|2673122
111639	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	AI服务器电源+机器人电源+股权激励行业原因： 1、据招商证券6月10日研报，苹果WWDC大会实现AI系统全面升级，Siri向系统级端侧AI Agent演进，初步实现跨应用操作，驱动苹果软硬件创新预期升温。 2、据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年5月14日投资者关系活动记录表，公司定位为AI全场景能源解决方案提供商，已布局600kW Power Rack及800V电源砖，具备从网侧到芯片侧的全链路电压布局能力，服务器电源覆盖550W-8000W，客户涵盖服务器制造商、ODM及互联网行业巨头。 2、据2026年5月14日投资者关系活动记录表，公司已与国内头部机器人厂商合作，提供高性能电源管理系统和补能模块，单机电源价值量较传统手机适配器实现数量级提升，并可为机器人客户提供涵盖“能源充电、存储、用电”的系统级解决方案。 3、据2026年6月10日公告，公司发布2026年股票期权激励计划，设定2027年至2029年高功率AI电源产品及Power Shelf累计营收超2亿元等考核目标，并明确大于1MW整体方案落地等远期要求。	公司服务器电源功率550W-8000W，已批量交付AI服务器、数据中心及海外客户，单机柜供电突破30kW	2026-03-05\|45.38\|0.84\|45.70\|46.54\|44.93\|33699;2026-03-06\|48.12\|6.04\|45.20\|48.68\|45.00\|64143;2026-03-09\|45.53\|-5.38\|47.00\|47.39\|43.50\|91583;2026-03-10\|50.08\|9.99\|46.41\|50.08\|46.10\|85877;2026-03-11\|50.53\|0.90\|50.43\|51.70\|49.80\|135083;2026-03-12\|49.62\|-1.80\|50.85\|50.90\|49.13\|79136;2026-03-13\|47.69\|-3.89\|49.50\|49.55\|47.51\|49924;2026-03-16\|49.43\|3.65\|47.79\|49.72\|46.81\|73306;2026-03-17\|47.76\|-3.38\|49.38\|49.40\|47.33\|48520;2026-03-18\|51.29\|7.39\|48.07\|52.28\|47.77\|107316;2026-03-19\|49.40\|-3.68\|50.37\|51.38\|49.00\|77536;2026-03-20\|48.42\|-1.98\|49.75\|50.60\|48.32\|71086;2026-03-23\|44.85\|-7.37\|47.06\|47.72\|44.40\|72129;2026-03-24\|48.44\|8.00\|45.68\|48.66\|45.41\|89136;2026-03-25\|49.20\|1.57\|49.25\|49.30\|48.31\|46850;2026-03-26\|48.52\|-1.38\|49.30\|50.39\|48.36\|52596;2026-03-27\|47.57\|-1.96\|47.93\|48.50\|47.34\|39543;2026-03-30\|46.60\|-2.04\|46.55\|47.05\|45.70\|40240;2026-03-31\|45.80\|-1.72\|46.45\|48.79\|45.66\|56471;2026-04-01\|47.30\|3.28\|47.00\|47.53\|46.26\|49027;2026-04-02\|45.29\|-4.25\|47.15\|47.15\|44.90\|48214;2026-04-03\|43.61\|-3.71\|45.54\|45.78\|43.52\|40149;2026-04-07\|44.83\|2.80\|43.84\|45.38\|43.84\|36203;2026-04-08\|48.50\|8.19\|46.25\|48.58\|46.01\|75047;2026-04-09\|50.51\|4.14\|48.00\|50.85\|47.80\|90258;2026-04-10\|51.46\|1.88\|50.85\|52.50\|50.55\|65037;2026-04-13\|52.46\|1.94\|50.93\|53.20\|50.56\|57071;2026-04-14\|53.22\|1.45\|52.80\|54.00\|52.26\|64081;2026-04-15\|52.08\|-2.14\|53.20\|53.78\|52.01\|47726;2026-04-16\|52.50\|0.81\|52.19\|52.84\|51.79\|54546;2026-04-17\|53.10\|1.14\|52.68\|53.88\|52.38\|34711;2026-04-20\|54.67\|2.96\|53.19\|56.00\|52.82\|84428;2026-04-21\|49.20\|-10.01\|49.20\|49.59\|49.20\|33950;2026-04-22\|47.77\|-2.91\|46.71\|48.22\|45.00\|216039;2026-04-23\|48.04\|0.57\|47.56\|49.29\|46.68\|103279;2026-04-24\|46.95\|-2.27\|47.90\|48.44\|46.66\|54914;2026-04-27\|45.88\|-2.28\|46.90\|47.37\|45.55\|61291;2026-04-28\|46.25\|0.81\|45.66\|47.55\|44.76\|74697;2026-04-29\|48.00\|3.78\|45.99\|49.29\|45.85\|83136;2026-04-30\|47.49\|-1.06\|47.90\|48.20\|46.89\|39892;2026-05-06\|50.94\|7.26\|47.95\|51.66\|47.60\|102509;2026-05-07\|52.43\|2.92\|51.42\|53.46\|51.00\|68921;2026-05-08\|51.68\|-1.43\|51.99\|52.00\|50.64\|53232;2026-05-11\|52.70\|1.97\|52.51\|52.75\|51.10\|64905;2026-05-12\|53.30\|1.14\|52.44\|54.38\|51.89\|71239;2026-05-13\|58.63\|10.00\|53.50\|58.63\|53.00\|77707;2026-05-14\|58.70\|0.12\|59.22\|63.47\|58.68\|183886;2026-05-15\|59.10\|0.68\|61.15\|61.80\|58.00\|100902;2026-05-18\|59.18\|0.14\|59.09\|61.50\|58.05\|103794;2026-05-19\|57.78\|-2.37\|59.25\|60.47\|56.62\|83608;2026-05-20\|61.68\|6.75\|57.32\|63.38\|57.32\|116209;2026-05-21\|62.02\|0.55\|62.08\|66.22\|61.51\|119239;2026-05-22\|68.22\|10.00\|62.57\|68.22\|62.57\|111472;2026-05-25\|69.00\|1.14\|72.25\|73.18\|68.58\|137902;2026-05-26\|66.89\|-3.06\|68.99\|69.01\|65.77\|83838;2026-05-27\|67.00\|0.16\|66.92\|69.90\|66.68\|100536;2026-05-28\|68.28\|2.82\|66.28\|68.62\|64.30\|90823;2026-05-29\|64.74\|-5.18\|66.92\|67.39\|64.20\|90869;2026-06-01\|60.02\|-7.29\|63.96\|65.49\|59.88\|96420;2026-06-02\|62.00\|3.30\|60.00\|63.18\|58.11\|94004;2026-06-03\|61.01\|-1.60\|62.00\|63.13\|60.12\|78900;2026-06-04\|62.73\|2.82\|60.48\|62.96\|59.78\|69927;2026-06-05\|65.37\|4.21\|64.02\|68.18\|62.75\|129762;2026-06-08\|59.50\|-8.98\|60.40\|62.93\|58.84\|109692;2026-06-09\|65.45\|10.00\|60.82\|65.45\|60.40\|77083;2026-06-10\|67.11\|2.54\|65.58\|70.50\|65.00\|138545;2026-06-11\|64.82\|-3.41\|66.12\|67.70\|64.66\|88648;2026-06-12\|64.47\|-0.54\|65.16\|68.18\|63.89\|81487;2026-06-15\|65.23\|1.18\|64.79\|67.10\|64.51\|77594;2026-06-16\|71.75\|10.00\|65.08\|71.75\|64.63\|133766;2026-06-17\|72.60\|1.18\|70.50\|73.38\|70.19\|113206;2026-06-18\|68.47\|-5.69\|72.39\|73.70\|68.19\|117529;2026-06-22\|64.50\|-5.80\|68.50\|70.58\|61.62\|187881;2026-06-23\|62.65\|-2.87\|63.78\|65.49\|61.45\|92346;2026-06-24\|63.40\|1.20\|62.37\|63.66\|60.40\|85784;2026-06-25\|68.15\|7.49\|64.50\|69.70\|64.08\|156298;2026-06-26\|67.39\|-1.12\|67.00\|69.09\|64.74\|107169;2026-06-29\|67.81\|0.62\|70.65\|72.59\|64.01\|138625;2026-06-30\|71.61\|5.60\|69.17\|73.00\|67.00\|114167;2026-07-01\|67.07\|-6.34\|72.39\|75.66\|66.30\|128739;2026-07-02\|63.94\|-4.67\|65.69\|68.22\|63.00\|108511;2026-07-03\|65.82\|2.94\|63.44\|69.28\|62.12\|127139;2026-07-06\|67.82\|3.04\|66.31\|69.49\|65.25\|124401;2026-07-07\|61.79\|-8.89\|66.60\|66.60\|61.50\|156233;2026-07-08\|60.06\|-2.80\|61.79\|62.79\|58.40\|73753;2026-07-09\|60.51\|0.75\|61.10\|62.30\|55.95\|100722;2026-07-10\|55.79\|-7.80\|60.00\|61.11\|55.35\|99424;2026-07-13\|50.21\|-10.00\|55.04\|55.96\|50.21\|97682;2026-07-14\|50.50\|0.58\|50.34\|51.49\|48.30\|91526;2026-07-15\|48.58\|-3.80\|49.36\|50.40\|47.30\|115353
111638	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	算力租赁+增资+建筑工程 1、据2026年4月29日年报及2026年5月25日业绩说明会，公司控股子公司已开展算力租赁服务业务，为客户提供智算综合解决方案，已开始为一家大型企业提供稳定收入的租赁服务，但业务开展时间较短，收入规模相对较小。 2、据2026年5月19日公告，公司拟向控股子公司上海帕晏算力科技有限公司增资16,876.825万元，以推进算力租赁服务业务发展，相关资金尚需通过外部借款或其他方式筹措。 3、据2026年4月29日年报，公司主营业务为建筑工程业务，同时经营自有资产出租业务。公司正积极把握新兴产业机遇，推进业务转型，以应对市场变化和挑战。	公司主营建筑工程业务，控股子公司已增资开展算力租赁业务	2026-03-05\|13.65\|0.00\|13.78\|13.98\|13.56\|14427;2026-03-06\|13.91\|1.90\|13.59\|13.99\|13.46\|21355;2026-03-09\|13.59\|-2.30\|13.82\|13.94\|13.38\|18647;2026-03-10\|13.81\|1.62\|13.61\|13.88\|13.61\|13150;2026-03-11\|13.48\|-2.39\|13.67\|14.06\|13.42\|32307;2026-03-12\|13.56\|0.59\|13.53\|13.74\|13.47\|14751;2026-03-13\|14.92\|10.03\|13.56\|14.92\|13.53\|76408;2026-03-16\|14.22\|-4.69\|14.78\|14.82\|14.05\|66947;2026-03-17\|13.98\|-1.69\|14.28\|14.66\|13.86\|42544;2026-03-18\|14.11\|0.93\|14.11\|14.25\|13.70\|39111;2026-03-19\|14.45\|2.41\|14.14\|14.92\|13.72\|67435;2026-03-20\|13.87\|-4.01\|14.37\|14.70\|13.81\|50152;2026-03-23\|12.90\|-6.99\|13.60\|13.65\|12.85\|46268;2026-03-24\|14.19\|10.00\|13.16\|14.19\|13.08\|60606;2026-03-25\|15.13\|6.62\|14.30\|15.20\|14.19\|67038;2026-03-26\|15.06\|-0.46\|15.00\|15.77\|14.69\|61307;2026-03-27\|15.36\|1.99\|15.20\|15.41\|14.66\|47428;2026-03-30\|15.50\|0.91\|15.42\|15.56\|14.95\|35993;2026-03-31\|15.00\|-3.23\|15.51\|15.66\|15.00\|39315;2026-04-01\|15.10\|0.67\|15.23\|15.55\|14.88\|43726;2026-04-02\|15.00\|-0.66\|14.96\|15.32\|14.94\|21296;2026-04-03\|14.76\|-1.60\|14.94\|15.14\|14.64\|27717;2026-04-07\|14.54\|-1.49\|14.91\|14.91\|14.38\|25512;2026-04-08\|14.98\|3.03\|14.69\|15.04\|14.54\|37843;2026-04-09\|15.43\|3.00\|14.93\|15.80\|14.65\|54465;2026-04-10\|16.10\|4.34\|15.48\|16.58\|15.36\|67584;2026-04-13\|17.03\|5.78\|15.94\|17.05\|15.80\|65137;2026-04-14\|17.62\|3.46\|16.99\|18.00\|16.90\|80949;2026-04-15\|17.76\|0.79\|17.61\|18.17\|17.48\|59387;2026-04-16\|18.11\|1.97\|17.99\|18.19\|17.26\|55808;2026-04-17\|19.92\|9.99\|17.93\|19.92\|17.82\|69204;2026-04-20\|21.91\|9.99\|20.63\|21.91\|20.12\|162760;2026-04-21\|22.15\|1.10\|21.91\|23.50\|21.89\|228210;2026-04-22\|24.37\|10.02\|22.05\|24.37\|21.70\|139703;2026-04-23\|23.55\|-3.36\|25.08\|25.95\|23.55\|209980;2026-04-24\|22.85\|-2.97\|23.49\|24.24\|22.71\|151797;2026-04-27\|23.57\|3.15\|23.31\|24.52\|22.77\|121214;2026-04-28\|23.78\|0.89\|23.41\|24.70\|23.10\|92796;2026-04-29\|24.00\|0.93\|23.60\|25.02\|23.36\|80567;2026-04-30\|24.40\|1.67\|23.99\|25.00\|23.99\|55125;2026-05-06\|25.25\|3.48\|24.41\|25.78\|23.95\|82887;2026-05-07\|26.01\|3.01\|25.35\|26.92\|24.78\|80588;2026-05-08\|28.61\|10.00\|26.00\|28.61\|25.58\|86615;2026-05-11\|31.47\|10.00\|29.50\|31.47\|29.29\|109964;2026-05-12\|29.93\|-4.89\|31.50\|32.02\|28.69\|182721;2026-05-13\|29.59\|-1.14\|29.93\|30.10\|28.72\|94922;2026-05-14\|28.00\|-5.37\|29.59\|30.05\|28.00\|85145;2026-05-15\|26.55\|-5.18\|28.00\|28.28\|25.78\|90540;2026-05-18\|26.21\|-1.28\|26.75\|26.78\|25.80\|54337;2026-05-19\|26.41\|0.76\|26.40\|27.03\|25.45\|55998;2026-05-20\|25.15\|-4.77\|26.38\|26.40\|25.04\|46840;2026-05-21\|23.62\|-6.08\|25.63\|25.63\|23.38\|68871;2026-05-22\|25.98\|9.99\|24.00\|25.98\|23.70\|40372;2026-05-25\|28.58\|10.01\|25.98\|28.58\|25.63\|128920;2026-05-26\|29.46\|3.08\|28.54\|29.91\|27.52\|127544;2026-05-27\|27.13\|-7.91\|29.74\|29.87\|26.88\|90628;2026-05-28\|26.30\|-3.06\|27.12\|27.12\|25.79\|64943;2026-05-29\|26.12\|-0.68\|26.56\|26.58\|25.42\|54970;2026-06-01\|25.66\|-1.76\|25.69\|27.10\|25.55\|31175;2026-06-02\|24.38\|-4.99\|25.70\|25.91\|23.64\|47091;2026-06-03\|24.60\|0.90\|24.62\|25.15\|24.09\|34704;2026-06-04\|24.71\|0.45\|24.59\|25.11\|24.10\|38612;2026-06-05\|23.72\|-4.01\|25.39\|25.39\|23.45\|33512;2026-06-08\|24.81\|4.60\|21.95\|25.08\|21.92\|51079;2026-06-09\|25.04\|0.93\|24.80\|25.26\|24.11\|39198;2026-06-10\|25.46\|1.68\|24.90\|25.92\|24.68\|30147;2026-06-11\|25.54\|0.31\|25.60\|26.20\|24.80\|36657;2026-06-12\|24.39\|-4.50\|25.57\|26.04\|24.30\|33621;2026-06-15\|26.15\|7.22\|24.88\|26.73\|24.21\|50538;2026-06-16\|26.75\|2.29\|26.67\|27.93\|25.91\|41843;2026-06-17\|27.30\|2.06\|26.65\|27.90\|26.22\|44013;2026-06-18\|27.58\|1.03\|27.29\|29.16\|27.11\|39760;2026-06-22\|30.34\|10.01\|27.80\|30.34\|27.70\|53037;2026-06-23\|28.94\|-4.61\|30.04\|30.95\|28.80\|59916;2026-06-24\|28.32\|-2.14\|29.17\|29.65\|28.00\|29503;2026-06-25\|28.35\|0.11\|28.74\|29.13\|27.90\|23599;2026-06-26\|28.00\|-1.23\|28.31\|31.19\|27.27\|77193;2026-06-29\|29.15\|4.11\|28.55\|30.06\|27.20\|84487;2026-06-30\|27.68\|-5.04\|29.20\|29.45\|27.00\|68352;2026-07-01\|26.66\|-3.69\|28.02\|28.07\|26.30\|48477;2026-07-02\|25.40\|-4.73\|26.24\|27.42\|25.31\|54927;2026-07-03\|26.03\|2.48\|25.98\|26.46\|25.02\|31328;2026-07-06\|24.79\|-4.76\|25.99\|26.12\|24.23\|32063;2026-07-07\|24.30\|-1.98\|24.78\|25.13\|24.11\|19370;2026-07-08\|23.84\|-1.89\|24.12\|24.56\|23.12\|25914;2026-07-09\|24.01\|0.71\|23.83\|24.16\|22.92\|19703;2026-07-10\|23.72\|-1.21\|24.01\|24.36\|23.70\|22273;2026-07-13\|21.64\|-8.77\|23.70\|23.89\|21.50\|36798;2026-07-14\|22.30\|3.05\|21.62\|22.39\|21.22\|27496;2026-07-15\|21.70\|-2.69\|22.30\|22.83\|21.64\|23440
111637	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景	2026-03-05\|75.03\|-3.31\|80.62\|80.80\|74.08\|115531;2026-03-06\|70.37\|-6.21\|74.50\|75.23\|69.85\|163573;2026-03-09\|65.86\|-6.41\|67.00\|67.43\|63.38\|144431;2026-03-10\|70.80\|7.50\|67.80\|71.99\|67.10\|154553;2026-03-11\|70.24\|-0.79\|70.80\|72.99\|69.42\|109283;2026-03-12\|69.04\|-1.71\|69.65\|71.70\|67.50\|81982;2026-03-13\|68.61\|-0.62\|69.04\|70.76\|67.69\|96719;2026-03-16\|69.07\|0.67\|68.11\|69.36\|66.66\|77092;2026-03-17\|65.34\|-5.40\|70.00\|70.00\|65.00\|82334;2026-03-18\|67.10\|2.69\|66.65\|67.31\|64.90\|62538;2026-03-19\|64.52\|-3.85\|66.00\|67.03\|64.00\|69182;2026-03-20\|62.60\|-2.98\|65.30\|66.27\|62.41\|76962;2026-03-23\|57.90\|-7.51\|59.85\|61.65\|57.24\|111454;2026-03-24\|61.69\|6.55\|59.22\|61.83\|56.95\|109980;2026-03-25\|62.97\|2.07\|61.90\|64.29\|61.22\|100595;2026-03-26\|61.31\|-2.64\|62.31\|63.59\|61.06\|64129;2026-03-27\|62.60\|2.10\|60.10\|63.52\|59.20\|93808;2026-03-30\|61.79\|-1.29\|60.26\|62.87\|60.26\|64640;2026-03-31\|59.90\|-3.06\|61.65\|62.39\|59.51\|63446;2026-04-01\|62.16\|3.77\|61.88\|63.80\|61.39\|75900;2026-04-02\|59.87\|-3.68\|62.00\|62.14\|59.46\|66053;2026-04-03\|61.88\|3.36\|60.48\|63.66\|60.00\|101197;2026-04-07\|66.28\|7.11\|63.00\|68.07\|63.00\|168767;2026-04-08\|70.87\|6.93\|68.01\|71.60\|68.01\|190713;2026-04-09\|74.01\|4.43\|70.96\|75.87\|70.00\|169009;2026-04-10\|72.93\|-1.46\|74.15\|75.60\|71.72\|139277;2026-04-13\|73.32\|0.53\|72.00\|74.86\|72.00\|114807;2026-04-14\|74.60\|1.75\|74.45\|76.60\|72.04\|153697;2026-04-15\|72.85\|-2.35\|75.00\|76.20\|72.50\|112305;2026-04-16\|72.01\|-1.15\|72.89\|74.18\|71.90\|96593;2026-04-17\|75.35\|4.64\|71.90\|77.50\|71.42\|135421;2026-04-20\|75.25\|-0.13\|75.89\|77.34\|73.90\|136258;2026-04-21\|74.79\|-0.61\|73.91\|75.94\|73.53\|120387;2026-04-22\|73.96\|-1.11\|71.79\|74.56\|68.11\|203292;2026-04-23\|69.80\|-5.62\|73.77\|74.44\|68.80\|152193;2026-04-24\|73.70\|5.59\|69.17\|74.90\|66.50\|233806;2026-04-27\|75.30\|2.17\|73.70\|77.00\|71.75\|173541;2026-04-28\|76.43\|1.50\|75.29\|80.33\|75.00\|212475;2026-04-29\|80.73\|5.63\|76.00\|82.46\|75.00\|196211;2026-04-30\|79.18\|-1.92\|80.20\|80.99\|77.01\|188367;2026-05-06\|81.83\|3.35\|81.00\|83.99\|81.00\|177580;2026-05-07\|86.70\|5.95\|81.30\|87.63\|80.10\|150204;2026-05-08\|86.11\|-0.68\|85.19\|87.99\|83.60\|116263;2026-05-11\|89.01\|3.37\|87.00\|91.11\|84.00\|166389;2026-05-12\|97.91\|10.00\|90.20\|97.91\|89.40\|214206;2026-05-13\|104.66\|6.89\|96.20\|105.49\|95.01\|190076;2026-05-14\|106.32\|1.59\|105.77\|110.98\|100.88\|179606;2026-05-15\|100.91\|-4.97\|106.00\|109.60\|98.96\|185758;2026-05-18\|100.27\|-0.63\|98.00\|104.33\|97.01\|148869;2026-05-19\|103.63\|3.35\|98.50\|104.80\|94.88\|158749;2026-05-20\|113.99\|10.00\|101.95\|113.99\|100.95\|161363;2026-05-21\|112.58\|-1.24\|120.02\|123.57\|111.11\|205106;2026-05-22\|123.84\|10.00\|115.29\|123.84\|115.29\|154231;2026-05-25\|131.25\|5.98\|124.00\|131.50\|118.01\|240951;2026-05-26\|132.60\|1.03\|125.99\|139.22\|121.20\|221273;2026-05-27\|128.55\|-3.05\|129.50\|138.99\|126.13\|165357;2026-05-28\|132.12\|2.78\|124.01\|133.66\|120.18\|159139;2026-05-29\|132.10\|-0.02\|131.40\|138.95\|129.18\|160603;2026-06-01\|120.32\|-8.92\|130.00\|130.76\|120.00\|169559;2026-06-02\|121.57\|1.04\|121.20\|123.20\|114.17\|151100;2026-06-03\|118.51\|-2.52\|120.09\|123.58\|116.00\|148995;2026-06-04\|123.57\|4.27\|118.51\|125.88\|115.97\|138263;2026-06-05\|123.66\|0.07\|120.60\|129.50\|118.12\|149494;2026-06-08\|136.03\|10.00\|115.24\|136.03\|114.50\|246802;2026-06-09\|149.63\|10.00\|143.00\|149.63\|137.80\|195621;2026-06-10\|163.32\|9.15\|152.50\|164.59\|152.50\|221520;2026-06-11\|170.38\|4.32\|166.01\|174.42\|159.01\|197396;2026-06-12\|170.30\|-0.05\|176.00\|187.42\|170.05\|212147;2026-06-15\|187.33\|10.00\|178.47\|187.33\|178.00\|61517;2026-06-16\|206.06\|10.00\|200.06\|206.06\|198.00\|57878;2026-06-17\|226.67\|10.00\|215.00\|226.67\|214.30\|160407;2026-06-18\|238.11\|5.05\|223.38\|239.99\|221.22\|176786;2026-06-22\|249.19\|4.65\|238.11\|258.00\|229.39\|195105;2026-06-23\|231.60\|-7.06\|248.94\|248.94\|229.50\|133201;2026-06-24\|250.44\|8.13\|236.00\|254.76\|234.03\|159877;2026-06-25\|262.80\|4.94\|250.50\|269.87\|241.92\|146795;2026-06-26\|247.25\|-5.92\|261.12\|267.59\|242.52\|115630;2026-06-29\|227.55\|-7.97\|246.96\|250.00\|222.53\|164495;2026-06-30\|225.30\|-0.99\|224.99\|228.56\|215.10\|163112;2026-07-01\|212.91\|-5.50\|222.00\|227.00\|210.58\|124266;2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.48\|-1.99\|183.60\|186.50\|170.16\|192764
111636	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	电源类产品+磁性元器件+数据中心+储能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年4月25日年报，公司磁性元器件及电源类产品已批量配套储能、数据中心、新能源汽车及充电桩等赛道，2025年储能系统功率五年增33倍、容量增43倍，带动需求。 2、据2026年4月25日年报及2026年4月15日互动易，公司MFT隔离变压器效率97.5%–98.5%，已用于数据中心、光伏并网、储能系统，并与伊顿、比亚迪等头部客户合作。 3、据2026年4月25日一季报，公司2026Q1营收8.42亿元、归母净利3078万元，同比增69%，主因数据中心及新能源订单释放。	公司磁性元器件及电源类产品已覆盖光伏储能、数据中心、新能源汽车、充电桩等高景气赛道，并通过GE、法雷奥、比亚迪等客户认证	2026-03-05\|32.30\|1.19\|32.56\|32.86\|31.70\|411995;2026-03-06\|32.75\|1.39\|32.42\|33.77\|32.06\|383220;2026-03-09\|32.50\|-0.76\|31.60\|32.90\|30.94\|298229;2026-03-10\|33.16\|2.03\|32.88\|33.48\|32.30\|286425;2026-03-11\|32.44\|-2.17\|33.15\|33.15\|32.25\|200784;2026-03-12\|31.22\|-3.76\|32.50\|32.51\|30.95\|203973;2026-03-13\|29.70\|-4.87\|30.95\|31.15\|29.22\|193434;2026-03-16\|29.33\|-1.25\|29.77\|29.95\|28.52\|136284;2026-03-17\|27.16\|-7.40\|29.50\|29.65\|27.03\|202647;2026-03-18\|27.49\|1.22\|27.21\|27.70\|26.96\|136021;2026-03-19\|26.16\|-4.84\|27.00\|27.20\|26.00\|153219;2026-03-20\|25.14\|-3.90\|26.31\|26.65\|25.11\|144194;2026-03-23\|23.62\|-6.05\|24.47\|25.05\|23.40\|155803;2026-03-24\|24.28\|2.79\|24.12\|24.29\|23.48\|111835;2026-03-25\|24.54\|1.07\|24.55\|25.09\|24.32\|121759;2026-03-26\|24.63\|0.37\|24.39\|25.36\|24.23\|183829;2026-03-27\|24.68\|0.20\|24.18\|25.28\|23.96\|118833;2026-03-30\|24.51\|-0.69\|24.20\|24.93\|24.00\|97065;2026-03-31\|23.58\|-3.79\|24.52\|24.65\|23.58\|112460;2026-04-01\|24.20\|2.63\|24.09\|24.36\|23.97\|90793;2026-04-02\|23.29\|-3.76\|24.00\|24.31\|23.03\|104675;2026-04-03\|22.89\|-1.72\|23.65\|23.65\|22.72\|81960;2026-04-07\|22.99\|0.44\|22.98\|23.28\|22.81\|66988;2026-04-08\|24.48\|6.48\|23.78\|24.50\|23.68\|128761;2026-04-09\|24.53\|0.20\|24.15\|24.83\|24.03\|105396;2026-04-10\|24.81\|1.14\|24.80\|25.15\|24.60\|119460;2026-04-13\|24.59\|-0.89\|24.45\|24.78\|24.37\|85758;2026-04-14\|27.05\|10.00\|26.90\|27.05\|26.90\|89930;2026-04-15\|26.06\|-3.66\|28.39\|28.39\|25.77\|378761;2026-04-16\|26.30\|0.92\|26.06\|26.40\|25.68\|215274;2026-04-17\|26.64\|1.29\|26.27\|26.66\|25.90\|198521;2026-04-20\|29.30\|9.98\|26.71\|29.30\|26.65\|347627;2026-04-21\|29.45\|0.51\|29.30\|29.80\|28.72\|359631;2026-04-22\|30.43\|3.33\|29.46\|30.66\|28.99\|291179;2026-04-23\|31.08\|2.14\|30.50\|33.05\|30.35\|395372;2026-04-24\|30.92\|-0.51\|31.28\|31.57\|30.15\|236935;2026-04-27\|30.18\|-2.39\|31.00\|31.66\|30.18\|233299;2026-04-28\|30.07\|-0.36\|29.95\|30.85\|29.03\|194013;2026-04-29\|30.65\|1.93\|30.28\|31.76\|29.85\|271854;2026-04-30\|31.26\|1.99\|31.21\|32.00\|30.77\|237427;2026-05-06\|33.53\|7.26\|31.16\|33.93\|31.16\|315342;2026-05-07\|36.88\|9.99\|34.09\|36.88\|33.80\|377109;2026-05-08\|37.15\|0.73\|37.02\|38.18\|35.80\|529340;2026-05-11\|39.23\|5.60\|37.52\|40.87\|36.80\|411782;2026-05-12\|38.67\|-1.43\|38.36\|39.52\|37.90\|250331;2026-05-13\|42.54\|10.01\|38.27\|42.54\|37.82\|150734;2026-05-14\|44.76\|5.22\|45.94\|46.33\|43.42\|460077;2026-05-15\|43.23\|-3.42\|45.64\|46.60\|42.00\|325783;2026-05-18\|46.15\|6.75\|44.00\|47.55\|43.60\|317242;2026-05-19\|46.20\|0.11\|45.88\|46.43\|43.80\|271174;2026-05-20\|48.00\|3.90\|46.40\|48.56\|46.38\|277425;2026-05-21\|48.83\|1.73\|49.67\|52.60\|48.42\|440305;2026-05-22\|53.71\|9.99\|50.49\|53.71\|50.01\|297901;2026-05-25\|51.00\|-5.05\|54.00\|55.80\|49.56\|419137;2026-05-26\|47.58\|-6.71\|49.25\|49.88\|47.00\|263226;2026-05-27\|48.11\|1.11\|47.58\|51.32\|46.49\|304706;2026-05-28\|48.04\|-0.15\|47.91\|49.50\|47.46\|214920;2026-05-29\|44.20\|-7.99\|49.04\|49.60\|43.41\|345814;2026-06-01\|43.38\|-1.79\|45.05\|46.61\|42.90\|237149;2026-06-02\|41.70\|-3.87\|43.55\|43.66\|41.30\|253513;2026-06-03\|42.19\|1.18\|41.80\|43.41\|41.23\|196634;2026-06-04\|43.49\|3.08\|42.00\|44.18\|41.20\|225699;2026-06-05\|41.82\|-3.84\|42.37\|43.48\|41.20\|184409;2026-06-08\|39.33\|-5.95\|40.11\|41.48\|39.05\|182859;2026-06-09\|41.82\|6.33\|40.35\|42.01\|39.81\|165958;2026-06-10\|39.36\|-5.88\|41.07\|41.50\|39.05\|135899;2026-06-11\|38.52\|-2.13\|38.99\|39.73\|38.02\|134155;2026-06-12\|37.52\|-2.60\|39.72\|39.80\|37.40\|112558;2026-06-15\|39.35\|4.88\|38.19\|39.70\|38.01\|138143;2026-06-16\|43.29\|10.01\|40.15\|43.29\|39.87\|101924;2026-06-17\|42.32\|-2.24\|44.16\|44.99\|42.04\|350543;2026-06-18\|42.61\|0.69\|42.36\|43.31\|42.00\|240845;2026-06-22\|46.87\|10.00\|44.04\|46.87\|43.50\|497232;2026-06-23\|45.85\|-2.18\|45.60\|48.50\|44.69\|462424;2026-06-24\|44.33\|-3.32\|44.38\|45.31\|41.31\|343958;2026-06-25\|42.62\|-3.86\|44.33\|44.88\|42.00\|242722;2026-06-26\|41.50\|-2.63\|42.27\|45.00\|40.50\|231774;2026-06-29\|38.55\|-7.11\|41.29\|42.54\|37.83\|230573;2026-06-30\|40.86\|5.99\|39.01\|41.15\|37.70\|160039;2026-07-01\|39.88\|-2.40\|41.60\|44.95\|39.27\|360614;2026-07-02\|39.60\|-0.70\|38.42\|42.42\|38.01\|329654;2026-07-03\|39.62\|0.05\|39.60\|41.22\|38.57\|221270;2026-07-06\|39.73\|0.28\|40.01\|43.56\|39.25\|296990;2026-07-07\|38.50\|-3.10\|39.85\|42.00\|37.66\|217494;2026-07-08\|34.65\|-10.00\|37.98\|38.78\|34.65\|203030;2026-07-09\|35.43\|2.25\|34.01\|35.55\|32.50\|240421;2026-07-10\|34.07\|-3.84\|35.19\|36.06\|34.00\|185644;2026-07-13\|30.75\|-9.74\|33.99\|34.86\|30.68\|177775;2026-07-14\|31.25\|1.63\|31.01\|32.19\|29.77\|139044;2026-07-15\|29.56\|-5.41\|32.02\|32.48\|29.50\|128754
111635	三大运营商齐发Token服务；大规模“Token工厂”落地无锡	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司是国内电极箔行业龙头，掌握高端电极箔核心腐蚀工艺。铝电解电容器在电子电路中的核心用途是滤波和储能，根据英伟达，GB300的PSU相比于GB200新增了储能模块，其中铝电解电容器为核心组成部分。	2026-03-05\|29.80\|-0.63\|30.61\|31.20\|29.22\|161141;2026-03-06\|28.95\|-2.85\|29.01\|30.28\|28.54\|100751;2026-03-09\|29.09\|0.48\|28.01\|29.59\|26.82\|113075;2026-03-10\|32.00\|10.00\|29.66\|32.00\|29.12\|89656;2026-03-11\|32.19\|0.59\|32.69\|33.66\|31.95\|157808;2026-03-12\|32.15\|-0.12\|32.50\|33.23\|31.83\|107004;2026-03-13\|32.11\|-0.12\|31.81\|33.19\|30.86\|106017;2026-03-16\|32.50\|1.21\|32.64\|32.79\|30.39\|113636;2026-03-17\|29.99\|-7.72\|32.79\|32.88\|29.91\|89741;2026-03-18\|32.99\|10.00\|30.50\|32.99\|29.51\|102174;2026-03-19\|32.70\|-0.88\|32.20\|33.11\|31.38\|138423;2026-03-20\|31.85\|-2.60\|32.66\|33.15\|31.72\|98530;2026-03-23\|32.01\|0.50\|30.70\|32.77\|30.70\|111375;2026-03-24\|35.21\|10.00\|32.54\|35.21\|32.25\|100063;2026-03-25\|36.33\|3.18\|36.50\|37.71\|35.60\|119455;2026-03-26\|39.48\|8.67\|38.00\|39.96\|37.61\|233147;2026-03-27\|43.43\|10.01\|38.50\|43.43\|38.00\|210105;2026-03-30\|45.17\|4.01\|42.78\|47.00\|41.55\|201449;2026-03-31\|43.95\|-2.70\|44.60\|45.20\|43.20\|131794;2026-04-01\|46.85\|6.60\|44.40\|48.35\|43.55\|158645;2026-04-02\|43.75\|-6.62\|45.51\|47.33\|43.00\|149694;2026-04-03\|42.12\|-3.73\|44.62\|44.80\|41.80\|113040;2026-04-07\|41.17\|-2.26\|42.00\|42.98\|40.94\|90254;2026-04-08\|44.20\|7.36\|42.99\|44.43\|41.01\|96437;2026-04-09\|45.23\|2.33\|43.05\|46.80\|42.76\|104274;2026-04-10\|42.90\|-5.15\|45.58\|46.30\|42.81\|106553;2026-04-13\|41.35\|-3.61\|40.50\|42.76\|40.50\|132095;2026-04-14\|44.10\|6.65\|41.74\|44.75\|40.87\|120997;2026-04-15\|44.50\|0.91\|44.39\|45.10\|43.44\|84666;2026-04-16\|46.96\|5.53\|44.88\|47.95\|44.00\|105676;2026-04-17\|47.32\|0.77\|46.47\|48.95\|45.67\|105305;2026-04-20\|44.26\|-6.47\|46.57\|47.00\|43.71\|108783;2026-04-21\|48.69\|10.01\|44.00\|48.69\|44.00\|85815;2026-04-22\|53.56\|10.00\|52.99\|53.56\|51.00\|33872;2026-04-23\|58.55\|9.32\|55.22\|58.92\|54.73\|210966;2026-04-24\|58.51\|-0.07\|56.73\|61.88\|56.73\|175205;2026-04-27\|58.62\|0.19\|58.90\|61.77\|56.40\|123393;2026-04-28\|57.65\|-1.65\|57.66\|59.81\|57.37\|88137;2026-04-29\|57.70\|0.09\|58.31\|58.58\|55.50\|76969;2026-04-30\|56.89\|-1.40\|58.45\|59.45\|56.83\|51268;2026-05-06\|62.58\|10.00\|56.67\|62.58\|56.46\|110304;2026-05-07\|63.73\|1.84\|63.85\|65.44\|61.56\|97338;2026-05-08\|62.37\|-2.13\|62.53\|65.80\|61.00\|79385;2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|89.85\|-0.89\|92.47\|97.89\|89.00\|66396

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