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
111634		撤销*ST申请+低空经济+无人机+航空装备行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年4月23日年报，公司2025年触及退市风险警示的情形已消除，公司已向交易所申请撤销对股票实施的退市风险警示。 2、据2026年4月23日年报，公司2026年经营目标包括突破低空经济等新兴市场，争取批量化无人机业务订单；公司已拓展挂架、吊舱、起落架及无人机等产品，丰富航空装备线。 3、据2026年5月26日投资者关系活动记录表，公司是以航空配套装备、航空精密零件加工等为主的研发制造一体化企业，主要产品为挂弹车、发动机安装车、挂架、吊舱等，广泛配套于我空海军现役及新一代战斗机、轰炸机及运输机。		2026-03-05\|29.00\|2.15\|28.39\|29.00\|28.39\|5794;2026-03-06\|29.00\|0.00\|29.05\|29.75\|28.58\|5905;2026-03-09\|29.00\|0.00\|28.80\|29.16\|28.06\|7135;2026-03-10\|29.58\|2.00\|28.99\|29.67\|28.99\|3647;2026-03-11\|30.05\|1.59\|29.58\|30.20\|29.54\|5199;2026-03-12\|31.08\|3.43\|30.05\|31.42\|30.00\|9145;2026-03-13\|32.63\|4.99\|31.00\|32.63\|30.71\|8572;2026-03-16\|32.00\|-1.93\|32.91\|33.25\|31.01\|15543;2026-03-17\|31.97\|-0.09\|32.60\|33.36\|31.90\|11584;2026-03-18\|31.70\|-0.84\|31.99\|32.49\|31.20\|7232;2026-03-19\|31.20\|-1.58\|31.68\|31.68\|31.00\|6505;2026-03-20\|29.97\|-3.94\|31.00\|31.59\|29.93\|8568;2026-03-23\|29.72\|-0.83\|29.49\|30.78\|28.95\|7542;2026-03-24\|30.43\|2.39\|30.18\|30.48\|29.51\|4773;2026-03-25\|31.95\|5.00\|30.43\|31.95\|30.43\|6707;2026-03-26\|32.28\|1.03\|32.75\|32.78\|31.58\|7128;2026-03-27\|32.85\|1.77\|32.67\|33.10\|32.06\|7174;2026-03-30\|34.49\|4.99\|33.20\|34.49\|33.00\|11718;2026-03-31\|36.16\|4.84\|35.00\|36.21\|34.49\|17060;2026-04-01\|35.20\|-2.65\|35.89\|36.00\|34.35\|12499;2026-04-02\|35.48\|0.80\|35.20\|36.20\|35.09\|8077;2026-04-03\|34.20\|-3.61\|35.70\|35.86\|34.14\|7881;2026-04-07\|34.04\|-0.47\|34.36\|34.77\|33.88\|5194;2026-04-08\|35.31\|3.73\|34.66\|35.37\|34.20\|5692;2026-04-09\|35.48\|0.48\|35.35\|35.91\|35.00\|4020;2026-04-10\|35.10\|-1.07\|35.88\|35.88\|35.00\|3677;2026-04-13\|35.98\|2.51\|35.50\|36.78\|35.31\|7487;2026-04-14\|35.98\|0.00\|35.69\|36.77\|35.31\|4358;2026-04-15\|35.75\|-0.64\|35.98\|35.98\|35.40\|2075;2026-04-16\|35.61\|-0.39\|35.77\|35.99\|35.00\|3533;2026-04-17\|34.96\|-1.83\|35.52\|35.74\|34.91\|5463;2026-04-20\|36.71\|5.01\|34.63\|36.71\|34.58\|9862;2026-04-21\|38.50\|4.88\|36.75\|38.55\|36.75\|10425;2026-04-22\|36.58\|-4.99\|39.38\|39.38\|36.58\|14300;2026-04-23\|35.20\|-3.77\|36.58\|36.72\|34.77\|13452;2026-04-24\|34.02\|-3.35\|35.59\|35.59\|33.58\|10100;2026-04-27\|34.38\|1.06\|33.90\|34.76\|33.02\|10285;2026-04-28\|33.79\|-1.72\|34.74\|34.88\|33.46\|6141;2026-04-29\|33.45\|-1.01\|33.70\|34.38\|33.34\|6522;2026-04-30\|33.79\|1.02\|33.50\|33.97\|33.07\|3866;2026-05-06\|35.14\|4.00\|33.85\|35.48\|33.48\|12470;2026-05-07\|35.35\|0.60\|34.71\|35.46\|34.71\|7236;2026-05-08\|36.70\|3.82\|35.58\|36.86\|35.05\|7048;2026-05-11\|36.54\|-0.44\|37.17\|37.18\|35.80\|6931;2026-05-12\|36.27\|-0.74\|36.87\|36.87\|36.01\|4844;2026-05-13\|38.08\|4.99\|36.06\|38.08\|36.05\|7718;2026-05-14\|37.80\|-0.74\|38.40\|39.30\|37.40\|7552;2026-05-15\|37.92\|0.32\|37.77\|38.00\|36.40\|7185;2026-05-18\|36.11\|-4.77\|37.89\|37.90\|36.02\|7132;2026-05-19\|36.14\|0.08\|35.56\|36.47\|35.13\|4539;2026-05-20\|36.06\|-0.22\|36.50\|36.58\|35.72\|3850;2026-05-21\|35.29\|-2.14\|36.40\|36.58\|34.98\|4178;2026-05-22\|37.05\|4.99\|35.44\|37.05\|35.39\|6122;2026-05-25\|37.34\|0.78\|37.42\|37.69\|36.55\|5325;2026-05-26\|36.85\|-1.31\|37.33\|37.33\|35.80\|5506;2026-05-27\|36.89\|0.11\|36.50\|37.99\|36.20\|4352;2026-05-28\|36.51\|-1.03\|37.10\|37.48\|36.11\|4157;2026-05-29\|34.68\|-5.01\|36.69\|36.69\|34.68\|7084;2026-06-01\|34.04\|-1.85\|34.12\|34.66\|33.51\|11458;2026-06-02\|34.19\|0.44\|34.28\|34.69\|33.53\|6293;2026-06-03\|33.50\|-2.02\|33.70\|34.18\|32.49\|6830;2026-06-04\|33.00\|-1.49\|32.61\|33.66\|32.21\|3124;2026-06-05\|33.83\|2.52\|33.00\|34.18\|33.00\|3241;2026-06-08\|33.01\|-2.42\|33.80\|33.88\|32.60\|3283;2026-06-09\|33.43\|1.27\|33.17\|33.49\|32.62\|2592;2026-06-10\|33.18\|-0.75\|33.09\|33.34\|32.20\|2876;2026-06-11\|33.79\|1.84\|33.16\|33.90\|32.62\|2350;2026-06-12\|35.48\|5.00\|34.00\|35.48\|34.00\|7071;2026-06-16\|37.00\|4.28\|36.00\|38.49\|35.60\|26414;2026-06-17\|40.70\|10.00\|36.00\|40.70\|35.80\|22480;2026-06-18\|44.77\|10.00\|42.63\|44.77\|42.50\|26263;2026-06-22\|46.69\|4.29\|48.35\|48.80\|40.33\|46465;2026-06-23\|50.08\|7.26\|44.39\|51.36\|44.39\|49423;2026-06-24\|49.00\|-2.16\|49.58\|52.99\|45.65\|50189;2026-06-25\|52.00\|6.12\|49.00\|53.58\|49.00\|37422;2026-06-26\|57.20\|10.00\|51.93\|57.20\|51.93\|17752;2026-06-29\|52.61\|-8.02\|60.00\|62.23\|52.22\|56437;2026-06-30\|49.95\|-5.06\|52.61\|55.14\|47.35\|55357;2026-07-01\|45.05\|-9.81\|49.22\|53.02\|44.96\|62692;2026-07-02\|49.56\|10.01\|44.30\|49.56\|42.53\|54477;2026-07-03\|51.29\|3.49\|49.60\|52.99\|49.60\|45396;2026-07-06\|52.73\|2.81\|51.79\|55.51\|50.56\|36853;2026-07-07\|52.54\|-0.36\|52.86\|55.00\|51.30\|25600;2026-07-08\|54.50\|3.73\|52.80\|55.50\|51.88\|41247;2026-07-09\|55.65\|2.11\|52.68\|55.65\|49.50\|40720;2026-07-10\|55.87\|0.40\|56.66\|58.00\|54.73\|42099;2026-07-13\|54.94\|-1.66\|55.39\|56.40\|52.58\|28086;2026-07-14\|54.11\|-1.51\|53.73\|56.66\|52.25\|27302;2026-07-15\|52.67\|-2.66\|55.00\|55.00\|52.30\|14889
111633	AI数据中心液冷渗透率将提升至40%	液冷服务器+机器人+定增扩产行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月20日异动公告，液冷业务有序开展，2025年度液冷系统及产品销售收入占营业收入比重为12.87%。受政策导向、市场需求变化、行业技术路线迭代及市场竞争格局变动等因素影响，客户开发、业务扩张、订单落地速度等均存在一定的波动和不确定性。 2、据2026年4月15日年报，2025年液冷系统及产品销售收入2.25亿元，同比增长77.76%，已为维谛技术、中兴通讯等数据中心客户批量供货。 3、据2025年8月4日互动易，公司巡检、清扫机器人及灵巧手产品已用于高危场景替代人工，契合机器人概念热点。 4、据2026年4月25日公告，公司拟向特定对象发行股票募资不超9.5亿元，用于液冷系统扩能及关键零部件产业化、储能系统建设，突破产能瓶颈并延伸产业链。	1、公司为数据中心、云计算、IDC、通信网络、人工智能领域提供液冷、温控技术及产品； 2、公司在储能、电力电网等领域可提供液冷产品与温控节能方案，公司SVG/SVC 液冷产品已应用于智能电网领域	2026-03-05\|21.01\|-0.28\|22.38\|22.60\|20.37\|1863287;2026-03-06\|20.77\|-1.14\|21.01\|21.26\|20.44\|1086817;2026-03-09\|19.83\|-4.53\|19.82\|20.10\|18.77\|1035519;2026-03-10\|20.83\|5.04\|20.40\|21.16\|20.10\|1037006;2026-03-11\|20.69\|-0.67\|20.63\|21.65\|20.37\|1057520;2026-03-12\|19.50\|-5.75\|20.60\|20.75\|19.26\|784785;2026-03-13\|18.70\|-4.10\|19.35\|19.60\|18.65\|534217;2026-03-16\|19.12\|2.25\|18.63\|19.80\|17.85\|712182;2026-03-17\|17.74\|-7.22\|19.13\|19.17\|17.71\|511054;2026-03-18\|18.70\|5.41\|18.21\|18.80\|17.93\|585839;2026-03-19\|18.03\|-3.58\|18.35\|18.58\|17.90\|392251;2026-03-20\|17.36\|-3.72\|18.36\|19.14\|17.35\|856368;2026-03-23\|16.28\|-6.22\|17.05\|17.36\|16.20\|534967;2026-03-24\|16.80\|3.19\|16.69\|16.95\|16.00\|451585;2026-03-25\|16.75\|-0.30\|16.89\|17.25\|16.61\|445561;2026-03-26\|16.05\|-4.18\|16.59\|16.63\|15.94\|348120;2026-03-27\|17.66\|10.03\|15.85\|17.66\|15.70\|482972;2026-03-30\|18.06\|2.27\|17.23\|18.68\|16.81\|1124193;2026-03-31\|17.10\|-5.32\|17.93\|18.11\|17.10\|648859;2026-04-01\|18.03\|5.44\|17.76\|18.25\|17.52\|677288;2026-04-02\|17.13\|-4.99\|17.73\|17.80\|17.00\|487947;2026-04-03\|17.71\|3.39\|17.33\|18.58\|16.95\|832097;2026-04-07\|18.33\|3.50\|17.74\|19.40\|17.74\|881934;2026-04-08\|19.14\|4.42\|18.90\|19.40\|18.56\|898550;2026-04-09\|19.22\|0.42\|18.74\|19.66\|18.74\|962877;2026-04-10\|19.12\|-0.52\|19.28\|20.10\|18.98\|1025755;2026-04-13\|19.03\|-0.47\|18.79\|19.76\|18.79\|755393;2026-04-14\|19.68\|3.42\|19.42\|19.76\|18.89\|981757;2026-04-15\|19.13\|-2.79\|19.30\|20.00\|18.80\|1004915;2026-04-16\|19.58\|2.35\|19.21\|19.89\|19.06\|714978;2026-04-17\|20.26\|3.47\|19.70\|21.01\|19.59\|1097129;2026-04-20\|20.64\|1.88\|20.99\|21.26\|20.32\|1055868;2026-04-21\|19.33\|-6.35\|19.88\|19.99\|19.10\|836928;2026-04-22\|19.58\|1.29\|19.15\|19.86\|18.85\|652379;2026-04-23\|18.95\|-3.22\|19.66\|19.90\|18.72\|518736;2026-04-24\|19.36\|2.16\|18.80\|20.33\|18.07\|905053;2026-04-27\|18.30\|-5.48\|19.03\|19.21\|17.87\|636268;2026-04-28\|17.48\|-4.48\|18.04\|18.19\|17.34\|462905;2026-04-29\|17.41\|-0.40\|17.24\|18.20\|17.24\|413029;2026-04-30\|17.30\|-0.63\|17.31\|17.57\|16.91\|393015;2026-05-06\|19.03\|10.00\|17.99\|19.03\|17.90\|504728;2026-05-07\|19.86\|4.36\|19.08\|20.12\|19.03\|840710;2026-05-08\|19.53\|-1.66\|19.59\|19.87\|19.38\|521486;2026-05-11\|19.63\|0.51\|19.70\|19.79\|19.28\|515004;2026-05-12\|19.39\|-1.22\|19.60\|19.87\|19.05\|399022;2026-05-13\|20.35\|4.95\|19.29\|20.57\|19.19\|687009;2026-05-14\|19.18\|-5.75\|20.30\|20.30\|19.17\|505218;2026-05-15\|18.74\|-2.29\|19.17\|19.56\|18.58\|419536;2026-05-18\|20.61\|9.98\|19.80\|20.61\|19.50\|420961;2026-05-19\|22.67\|10.00\|20.75\|22.67\|20.65\|757838;2026-05-20\|24.94\|10.01\|24.94\|24.94\|23.57\|607628;2026-05-21\|22.45\|-9.98\|24.56\|24.85\|22.45\|1567260;2026-05-22\|24.70\|10.02\|22.89\|24.70\|22.02\|1323245;2026-05-25\|24.10\|-2.43\|24.87\|24.96\|23.24\|1052989;2026-05-26\|22.04\|-8.55\|23.99\|24.03\|21.71\|883282;2026-05-27\|21.03\|-4.58\|21.69\|21.97\|20.75\|634134;2026-05-28\|21.75\|3.42\|20.71\|22.17\|20.57\|660180;2026-05-29\|20.83\|-4.23\|22.10\|22.68\|20.63\|578159;2026-06-01\|19.70\|-5.42\|21.05\|21.12\|19.62\|499901;2026-06-02\|19.92\|1.12\|19.81\|20.47\|19.14\|453554;2026-06-03\|19.83\|-0.45\|19.64\|20.99\|19.42\|542839;2026-06-04\|19.81\|-0.10\|19.42\|20.05\|19.20\|396398;2026-06-05\|19.00\|-4.09\|19.81\|20.00\|18.81\|473171;2026-06-08\|18.32\|-3.58\|18.05\|19.20\|18.05\|344643;2026-06-09\|19.93\|8.79\|18.91\|20.10\|18.78\|640616;2026-06-10\|20.60\|3.36\|20.11\|20.95\|19.93\|829131;2026-06-11\|20.81\|1.02\|20.01\|21.22\|19.88\|617756;2026-06-12\|20.94\|0.62\|20.99\|22.07\|20.85\|625353;2026-06-15\|21.08\|0.67\|21.20\|21.20\|20.16\|517214;2026-06-16\|21.17\|0.43\|20.91\|21.49\|20.70\|503654;2026-06-17\|21.09\|-0.38\|20.50\|21.23\|20.50\|375543;2026-06-18\|21.20\|0.52\|20.85\|21.71\|20.85\|475174;2026-06-22\|22.61\|6.65\|21.49\|23.32\|21.28\|1009722;2026-06-23\|23.06\|1.99\|23.28\|23.82\|22.50\|950285;2026-06-24\|23.20\|0.61\|22.41\|23.50\|22.00\|640687;2026-06-25\|23.43\|0.99\|23.21\|24.15\|22.88\|624372;2026-06-26\|22.88\|-2.35\|23.01\|23.94\|22.31\|497948;2026-06-29\|23.62\|3.23\|23.20\|24.09\|22.12\|621925;2026-06-30\|24.53\|3.85\|23.26\|24.80\|23.01\|661624;2026-07-01\|23.81\|-2.94\|24.80\|25.99\|23.30\|775945;2026-07-02\|23.96\|0.63\|22.80\|24.45\|22.45\|561532;2026-07-03\|23.26\|-2.92\|24.20\|24.86\|23.03\|566011;2026-07-06\|22.82\|-1.89\|23.30\|24.77\|22.80\|577693;2026-07-07\|22.40\|-1.84\|22.50\|23.80\|21.95\|495505;2026-07-08\|21.80\|-2.68\|22.47\|23.31\|21.40\|383535;2026-07-09\|22.58\|3.58\|21.88\|22.88\|20.84\|500064;2026-07-10\|23.74\|5.14\|22.91\|24.84\|22.59\|740575;2026-07-13\|21.37\|-9.98\|23.55\|24.17\|21.37\|494020;2026-07-14\|20.23\|-5.33\|21.09\|21.23\|19.23\|492448;2026-07-15\|20.38\|0.74\|20.30\|20.98\|19.66\|306426
111632	AI数据中心液冷渗透率将提升至40%	液冷服务器+核电冷却塔+订单高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年4月28日年报，公司数据中心液冷冷却塔已获美国CTI及FM认证，形成三大在研产品矩阵，2025年数据中心、核电在手订单分别达0.81亿元、1.89亿元，同比增长107.06%、452.48%。 2、据2026年4月28日年报，公司冷却塔为数据中心液冷系统一次侧关键设备，适配冷板/浸没式液冷，目标成为液冷数据中心散热核心服务商。 3、据2026年4月29日一季报，公司2026Q1营收3.46亿元、净利2240万元，同比增32.10%、18.26%，业绩延续增长。	公司冷却塔已应用于数据算力中心	2026-03-05\|15.40\|7.84\|14.55\|15.68\|14.37\|405600;2026-03-06\|16.94\|10.00\|15.94\|16.94\|15.53\|545852;2026-03-09\|16.30\|-3.78\|16.09\|16.58\|15.77\|482396;2026-03-10\|17.93\|10.00\|16.63\|17.93\|16.43\|386869;2026-03-11\|17.98\|0.28\|18.08\|19.24\|17.86\|625154;2026-03-12\|17.07\|-5.06\|18.00\|18.09\|16.90\|402613;2026-03-13\|16.25\|-4.80\|17.12\|17.28\|16.18\|237138;2026-03-16\|15.68\|-3.51\|16.03\|16.12\|15.36\|187657;2026-03-17\|15.00\|-4.34\|15.81\|15.91\|14.98\|185586;2026-03-18\|15.79\|5.27\|15.00\|16.10\|15.00\|243530;2026-03-19\|15.21\|-3.67\|15.45\|15.98\|15.10\|169629;2026-03-20\|14.50\|-4.67\|15.31\|15.48\|14.40\|162472;2026-03-23\|13.70\|-5.52\|14.10\|14.60\|13.49\|168943;2026-03-24\|14.18\|3.50\|14.02\|14.47\|13.69\|158761;2026-03-25\|14.50\|2.26\|14.28\|14.79\|14.19\|187793;2026-03-26\|13.80\|-4.83\|14.36\|14.40\|13.68\|140012;2026-03-27\|13.91\|0.80\|13.45\|14.05\|13.44\|97000;2026-03-30\|13.75\|-1.15\|13.50\|13.80\|13.28\|99818;2026-03-31\|13.40\|-2.55\|13.71\|13.98\|13.38\|86037;2026-04-01\|13.73\|2.46\|13.67\|13.83\|13.58\|75247;2026-04-02\|13.33\|-2.91\|13.67\|13.85\|13.21\|78069;2026-04-03\|12.93\|-3.00\|13.29\|13.50\|12.80\|99484;2026-04-07\|12.97\|0.31\|12.95\|13.50\|12.89\|123868;2026-04-08\|13.84\|6.71\|13.31\|13.96\|13.31\|177723;2026-04-09\|14.00\|1.16\|13.64\|14.14\|13.49\|134666;2026-04-10\|14.43\|3.07\|14.28\|14.84\|14.06\|196113;2026-04-13\|14.55\|0.83\|14.34\|14.81\|14.26\|142392;2026-04-14\|16.01\|10.03\|14.65\|16.01\|14.52\|288624;2026-04-15\|15.81\|-1.25\|16.60\|16.67\|15.74\|549022;2026-04-16\|15.46\|-2.21\|15.75\|15.85\|15.39\|312417;2026-04-17\|15.68\|1.42\|15.62\|15.98\|15.36\|244711;2026-04-20\|15.94\|1.66\|15.52\|16.31\|15.52\|265243;2026-04-21\|15.63\|-1.94\|15.60\|15.90\|15.50\|188590;2026-04-22\|15.33\|-1.92\|15.65\|15.72\|14.91\|252016;2026-04-23\|15.21\|-0.78\|15.23\|15.78\|15.14\|166426;2026-04-24\|14.72\|-3.22\|15.03\|15.12\|14.60\|130140;2026-04-27\|14.57\|-1.02\|14.73\|14.77\|14.22\|104431;2026-04-28\|14.78\|1.44\|14.70\|15.13\|14.68\|182978;2026-04-29\|14.82\|0.27\|14.75\|14.95\|14.30\|181862;2026-04-30\|14.92\|0.67\|15.03\|15.03\|14.75\|119414;2026-05-06\|16.41\|9.99\|14.93\|16.41\|14.90\|205130;2026-05-07\|17.06\|3.96\|16.96\|17.28\|16.77\|414077;2026-05-08\|16.87\|-1.11\|17.03\|17.12\|16.62\|255944;2026-05-11\|18.56\|10.02\|17.39\|18.56\|17.39\|192809;2026-05-12\|20.42\|10.02\|19.86\|20.42\|19.30\|145176;2026-05-13\|21.20\|3.82\|20.17\|21.50\|19.12\|726756;2026-05-14\|21.09\|-0.52\|20.92\|21.50\|20.59\|409147;2026-05-15\|21.68\|2.80\|21.40\|22.00\|20.73\|385433;2026-05-18\|22.14\|2.12\|20.15\|22.77\|19.95\|385434;2026-05-19\|21.63\|-2.30\|21.88\|22.49\|21.44\|253406;2026-05-20\|22.02\|1.80\|21.60\|22.57\|20.83\|277119;2026-05-21\|21.00\|-4.63\|22.03\|22.98\|20.97\|248003;2026-05-22\|23.10\|10.00\|21.50\|23.10\|21.28\|178020;2026-05-25\|22.61\|-2.12\|23.00\|23.84\|22.28\|297789;2026-05-26\|22.00\|-2.70\|22.28\|22.46\|20.99\|266130;2026-05-27\|22.60\|2.73\|22.44\|23.53\|21.81\|341692;2026-05-28\|22.46\|-0.62\|22.60\|23.58\|22.00\|300290;2026-05-29\|21.57\|-3.96\|21.97\|22.94\|21.01\|300070;2026-06-01\|21.20\|-1.72\|21.58\|23.00\|21.14\|220255;2026-06-02\|21.21\|0.05\|20.92\|21.58\|20.16\|208887;2026-06-03\|21.45\|1.13\|21.21\|22.10\|20.47\|207698;2026-06-04\|21.61\|0.75\|20.50\|21.80\|20.50\|156396;2026-06-05\|21.97\|1.67\|21.62\|22.40\|21.24\|213846;2026-06-08\|21.06\|-4.14\|20.55\|21.99\|20.44\|190155;2026-06-09\|22.96\|9.02\|21.48\|23.17\|21.07\|323472;2026-06-10\|21.51\|-6.32\|22.71\|22.95\|21.47\|239568;2026-06-11\|21.22\|-1.35\|21.29\|22.00\|20.90\|165155;2026-06-12\|22.81\|7.49\|21.56\|23.34\|21.45\|384435;2026-06-15\|24.51\|7.45\|22.59\|24.64\|22.50\|464358;2026-06-16\|23.47\|-4.24\|24.00\|24.99\|23.40\|348371;2026-06-17\|23.53\|0.26\|23.70\|24.88\|22.66\|305176;2026-06-18\|24.28\|3.19\|23.29\|25.88\|23.25\|414328;2026-06-22\|23.51\|-3.17\|24.43\|24.73\|22.35\|345830;2026-06-23\|21.74\|-7.53\|24.15\|24.59\|21.65\|332763;2026-06-24\|21.74\|0.00\|21.21\|22.00\|20.90\|201587;2026-06-25\|22.77\|4.74\|21.25\|23.19\|20.85\|254936;2026-06-26\|22.56\|-0.92\|22.74\|23.30\|21.81\|188710;2026-06-29\|22.61\|0.22\|22.34\|22.79\|21.48\|171148;2026-06-30\|16.47\|2.74\|16.02\|16.58\|15.69\|285860;2026-07-01\|16.40\|-0.42\|16.48\|17.02\|16.30\|282910;2026-07-02\|16.08\|-1.95\|16.00\|17.46\|16.00\|365191;2026-07-03\|15.94\|-0.87\|16.08\|17.45\|15.90\|350022;2026-07-06\|17.53\|9.97\|15.50\|17.53\|15.50\|421294;2026-07-07\|18.15\|3.54\|17.83\|19.27\|17.55\|737284;2026-07-08\|17.29\|-4.74\|18.14\|18.67\|17.27\|509045;2026-07-09\|16.97\|-1.85\|17.44\|17.79\|15.60\|492482;2026-07-10\|16.87\|-0.59\|16.73\|17.54\|16.51\|342972;2026-07-13\|15.18\|-10.02\|16.53\|16.88\|15.18\|285166;2026-07-14\|15.89\|4.68\|15.10\|16.07\|14.63\|292239;2026-07-15\|14.87\|-6.42\|16.03\|16.03\|14.86\|183212
111631	AI数据中心液冷渗透率将提升至40%	AI PC镁合金+笔记本结构件+戴尔+收购液冷Asetek 行业原因： 1、6月1日，英伟达正式宣布进军AI PC市场，发布搭载其芯片的产品线，首批PC预计将包括微软Surface及戴尔等品牌，标志着英伟达开始将GPU、CPU及软件整合进PC生态。 2、近日，戴尔、联想因AI服务器需求激增股价大涨，带动行业景气预期。公司原因： 1、据2026年4月22日年报，公司主营业务为消费电子产品结构件模组及相关精密模具，公司消费类镁合金产品受益于AIPC渗透率提升收入同比增长超30%，联想、惠普和戴尔均为公司主要客户。 2、据2026年6月2日公告，公司就市场传闻澄清，戴尔是公司客户之一，公司为其提供笔记本电脑结构件产品，但公司目前与戴尔合作的机型中不涉及上述AI PC产品，且公司目前无规模化机器人业务及量产产品。 3、据2026年6月1日公告，公司已完成对Asetek A/S的强制收购并交割，对应总要约对价不超过5.47亿丹麦克朗，Asetek为液冷解决方案提供商，与公司现有下游客户存在重复度，有望互相赋能。	公司是笔记本结构件国内龙头，完成对丹麦Asetek全部股权要约收购，整合其数据中心液冷技术，冷板与CDU环节价值量各占1/3，计划以“技术+制造”模式切入爆发式增长的液冷市场	2026-03-05\|14.58\|4.07\|14.29\|14.83\|14.29\|136453;2026-03-06\|14.44\|-0.96\|14.50\|14.64\|14.33\|94742;2026-03-09\|14.21\|-1.59\|14.28\|14.28\|13.79\|125054;2026-03-10\|14.76\|3.87\|14.40\|14.80\|14.40\|120977;2026-03-11\|14.84\|0.54\|14.83\|15.32\|14.77\|124530;2026-03-12\|14.61\|-1.55\|14.73\|14.90\|14.51\|91556;2026-03-13\|14.44\|-1.16\|14.52\|14.73\|14.39\|65505;2026-03-16\|14.56\|0.83\|14.41\|14.57\|14.18\|66131;2026-03-17\|14.19\|-2.54\|14.62\|14.64\|14.15\|82154;2026-03-18\|14.55\|2.54\|14.19\|14.57\|14.18\|71897;2026-03-19\|14.15\|-2.75\|14.38\|14.44\|14.10\|74532;2026-03-20\|13.92\|-1.63\|14.23\|14.35\|13.91\|80345;2026-03-23\|12.79\|-8.12\|13.50\|13.76\|12.71\|149484;2026-03-24\|13.54\|5.86\|13.39\|13.54\|13.11\|146477;2026-03-25\|13.74\|1.48\|13.54\|13.76\|13.48\|90609;2026-03-26\|13.58\|-1.16\|13.70\|13.77\|13.47\|64031;2026-03-27\|13.77\|1.40\|13.45\|13.77\|13.37\|66821;2026-03-30\|13.72\|-0.36\|13.50\|13.77\|13.42\|67866;2026-03-31\|13.66\|-0.44\|13.65\|14.01\|13.63\|73788;2026-04-01\|14.40\|5.42\|13.91\|14.82\|13.91\|224334;2026-04-02\|13.71\|-4.79\|14.41\|14.41\|13.62\|148883;2026-04-03\|13.78\|0.51\|13.79\|14.14\|13.67\|75807;2026-04-07\|14.19\|2.98\|13.80\|14.42\|13.80\|139595;2026-04-08\|15.61\|10.01\|14.50\|15.61\|14.50\|508575;2026-04-09\|15.78\|1.09\|15.47\|15.91\|15.47\|424368;2026-04-10\|15.64\|-0.89\|15.88\|15.96\|15.63\|287824;2026-04-13\|15.66\|0.13\|15.50\|15.98\|15.46\|175703;2026-04-14\|17.01\|8.62\|15.95\|17.23\|15.72\|731597;2026-04-15\|18.71\|9.99\|17.14\|18.71\|17.14\|675364;2026-04-16\|18.89\|0.96\|18.55\|19.38\|18.00\|1007745;2026-04-17\|18.92\|0.16\|18.80\|19.17\|18.45\|694102;2026-04-20\|20.11\|6.29\|19.28\|20.70\|19.00\|748872;2026-04-21\|19.80\|-1.54\|19.01\|20.80\|19.01\|672286;2026-04-22\|19.84\|0.20\|19.83\|20.30\|19.33\|497384;2026-04-23\|19.76\|-0.40\|20.15\|20.55\|19.57\|516370;2026-04-24\|18.94\|-4.15\|19.43\|19.68\|18.88\|438088;2026-04-27\|18.51\|-2.27\|18.72\|19.07\|18.36\|325320;2026-04-28\|19.25\|4.00\|19.01\|20.15\|18.76\|516618;2026-04-29\|19.49\|1.25\|18.78\|20.00\|18.78\|348611;2026-04-30\|18.87\|-3.18\|19.56\|19.62\|18.87\|242201;2026-05-06\|18.95\|0.42\|19.22\|19.34\|18.79\|249130;2026-05-07\|19.89\|4.96\|19.10\|20.28\|18.75\|429591;2026-05-08\|20.24\|1.76\|19.49\|20.64\|19.24\|491325;2026-05-11\|20.55\|1.53\|21.00\|21.00\|20.02\|460551;2026-05-12\|19.98\|-2.77\|20.30\|20.49\|19.75\|294522;2026-05-13\|21.98\|10.01\|19.78\|21.98\|19.70\|456663;2026-05-14\|20.70\|-5.82\|22.29\|22.51\|20.66\|592914;2026-05-15\|20.06\|-3.09\|20.75\|20.81\|19.90\|396344;2026-05-18\|19.94\|-0.60\|19.52\|20.35\|19.41\|274022;2026-05-19\|20.28\|1.71\|19.77\|20.40\|19.33\|280249;2026-05-20\|19.79\|-2.42\|20.08\|20.18\|19.52\|244068;2026-05-21\|20.88\|5.51\|19.98\|21.77\|19.68\|800285;2026-05-22\|22.97\|10.01\|20.99\|22.97\|20.99\|494959;2026-05-25\|23.84\|3.79\|24.00\|24.73\|23.54\|864962;2026-05-26\|24.27\|1.80\|23.55\|24.46\|23.14\|646809;2026-05-27\|22.45\|-7.50\|23.72\|24.44\|22.01\|627600;2026-05-28\|22.55\|0.45\|21.97\|22.69\|21.75\|487687;2026-05-29\|24.81\|10.02\|23.39\|24.81\|23.18\|416293;2026-06-01\|27.29\|10.00\|27.29\|27.29\|27.29\|43261;2026-06-02\|30.02\|10.00\|30.02\|30.02\|30.02\|38143;2026-06-03\|31.33\|4.36\|31.59\|32.58\|29.23\|1605114;2026-06-04\|29.36\|-6.29\|29.17\|30.50\|28.20\|1302976;2026-06-05\|31.24\|6.40\|28.36\|32.30\|27.68\|1420949;2026-06-08\|28.12\|-9.99\|28.88\|29.40\|28.12\|631532;2026-06-09\|25.43\|-9.57\|27.50\|28.00\|25.31\|1033399;2026-06-10\|23.60\|-7.20\|25.00\|25.43\|23.40\|822398;2026-06-11\|22.80\|-3.39\|22.90\|23.66\|22.40\|625946;2026-06-12\|22.84\|0.18\|22.88\|23.80\|22.60\|632475;2026-06-15\|24.19\|5.91\|23.05\|24.82\|23.05\|599100;2026-06-16\|24.96\|3.18\|24.00\|25.60\|23.80\|542498;2026-06-17\|25.09\|0.52\|24.51\|25.59\|24.50\|476028;2026-06-18\|25.75\|3.46\|24.67\|25.92\|24.42\|622996;2026-06-22\|27.72\|7.65\|26.00\|27.87\|25.50\|699155;2026-06-23\|27.94\|0.79\|28.44\|30.49\|26.74\|807698;2026-06-24\|29.44\|5.37\|26.80\|30.33\|25.68\|789313;2026-06-25\|28.53\|-3.09\|28.66\|29.68\|28.19\|558186;2026-06-26\|27.09\|-5.05\|27.61\|28.53\|26.59\|422287;2026-06-29\|26.27\|-3.03\|26.59\|27.80\|26.00\|383910;2026-06-30\|27.62\|5.14\|25.77\|27.91\|25.30\|406661;2026-07-01\|26.03\|-5.76\|27.79\|27.79\|25.94\|394092;2026-07-02\|24.03\|-7.68\|25.20\|25.75\|23.97\|369209;2026-07-03\|23.44\|-2.46\|24.03\|24.49\|23.21\|320810;2026-07-06\|23.55\|0.47\|23.44\|24.20\|22.85\|292970;2026-07-07\|22.34\|-5.14\|23.30\|23.68\|22.00\|244809;2026-07-08\|21.56\|-3.49\|22.58\|22.63\|21.50\|204028;2026-07-09\|22.92\|6.31\|21.79\|22.95\|20.86\|280097;2026-07-10\|22.92\|0.00\|22.85\|23.74\|22.69\|295357;2026-07-13\|22.36\|-2.44\|22.50\|24.24\|22.26\|293447;2026-07-14\|22.55\|0.85\|22.40\|23.08\|21.21\|257368;2026-07-15\|23.16\|2.71\|22.78\|23.74\|21.90\|351109
111630		光纤概念+高纯四氯化硅+含硫硅烷+券商推荐 1、据上海证券报2026年6月23日报道，受AI算力及通信网络升级带动，光纤用高纯四氯化硅进入景气上行周期，9N级产品长协价阶段性涨幅约80%，行业供需缺口持续扩大。 2、据2026年6月5日互动易，公司重点布局2万吨光纤级高纯四氯化硅及5000吨电子级正硅酸乙酯项目，性能对标9N级，以满足AI算力及半导体产业需求；项目达产后总体毛利率较好。 3、据2025年年度报告，公司含硫硅烷偶联剂连续多年全球市场占有率第一，为国内功能性硅烷行业龙头企业之一。 4、据方正证券2026年6月23日研报，认为公司主业有望迎来反转，高纯四氯化硅及纳米硅业务将打开成长空间，首次覆盖给予“推荐”评级。	国内功能性硅烷行业龙头企业；公司具备完整的“硅块-三氯氢硅-中间体-功能性硅烷-气相白炭黑”绿色循环产业链，相关产品和技术适用于液体硅胶	2026-03-05\|10.21\|-1.83\|10.46\|10.47\|9.91\|431558;2026-03-06\|10.92\|6.95\|10.30\|10.98\|10.15\|543481;2026-03-09\|10.05\|-7.97\|10.57\|10.59\|9.95\|597376;2026-03-10\|10.54\|4.88\|10.19\|10.73\|10.08\|477061;2026-03-11\|10.36\|-1.71\|10.71\|10.75\|10.30\|377754;2026-03-12\|10.50\|1.35\|10.40\|10.66\|10.02\|405589;2026-03-13\|9.81\|-6.57\|10.45\|10.45\|9.81\|505963;2026-03-16\|10.79\|9.99\|9.82\|10.79\|9.82\|544085;2026-03-17\|10.65\|-1.30\|11.00\|11.20\|10.57\|615792;2026-03-18\|10.80\|1.41\|10.60\|11.01\|10.50\|369215;2026-03-19\|10.59\|-1.94\|10.73\|10.99\|10.41\|404920;2026-03-20\|10.25\|-3.21\|10.51\|10.97\|10.20\|297963;2026-03-23\|9.26\|-9.66\|10.20\|10.20\|9.23\|456330;2026-03-24\|10.19\|10.04\|9.49\|10.19\|8.76\|662898;2026-03-25\|11.21\|10.01\|10.69\|11.21\|10.48\|282269;2026-03-26\|11.37\|1.43\|11.68\|12.00\|11.22\|803975;2026-03-27\|11.56\|1.67\|11.60\|11.75\|10.96\|493652;2026-03-30\|11.34\|-1.90\|11.41\|11.58\|11.07\|326820;2026-03-31\|10.84\|-4.41\|11.49\|11.60\|10.78\|325295;2026-04-01\|11.53\|6.37\|11.18\|11.84\|11.00\|435160;2026-04-02\|11.00\|-4.60\|11.31\|11.68\|10.86\|255938;2026-04-03\|10.63\|-3.36\|11.07\|11.07\|10.56\|245186;2026-04-07\|10.96\|3.10\|10.63\|11.32\|10.50\|268782;2026-04-08\|11.64\|6.20\|11.19\|11.66\|10.96\|333926;2026-04-09\|12.07\|3.69\|11.58\|12.53\|11.36\|456192;2026-04-10\|12.30\|1.91\|12.10\|12.51\|12.05\|360605;2026-04-13\|12.23\|-0.57\|12.28\|12.35\|11.98\|260261;2026-04-14\|12.19\|-0.33\|12.25\|12.65\|12.14\|239846;2026-04-15\|13.41\|10.01\|12.20\|13.41\|12.08\|416025;2026-04-16\|14.00\|4.40\|13.74\|14.34\|13.18\|577648;2026-04-17\|13.45\|-3.93\|13.97\|14.42\|12.80\|562250;2026-04-20\|13.46\|0.07\|13.60\|13.99\|13.20\|420025;2026-04-21\|13.96\|3.71\|13.05\|14.10\|12.75\|461019;2026-04-22\|14.24\|2.01\|13.85\|14.57\|13.43\|377752;2026-04-23\|13.51\|-5.13\|14.24\|14.44\|13.41\|352532;2026-04-24\|13.47\|-0.30\|13.92\|13.93\|13.11\|261814;2026-04-27\|13.19\|-2.08\|13.29\|13.51\|12.66\|305836;2026-04-28\|13.00\|-1.44\|13.20\|13.38\|12.85\|235802;2026-04-29\|12.94\|-0.46\|12.77\|13.37\|12.77\|244474;2026-04-30\|13.34\|3.09\|12.82\|13.78\|12.70\|329692;2026-05-06\|13.54\|1.50\|13.42\|13.80\|13.18\|257703;2026-05-07\|13.43\|-0.81\|13.59\|13.79\|13.38\|218397;2026-05-08\|13.20\|-1.71\|13.29\|13.43\|12.99\|240921;2026-05-11\|12.13\|-8.11\|13.19\|13.19\|11.89\|586258;2026-05-12\|12.09\|-0.33\|12.24\|12.55\|12.00\|296193;2026-05-13\|11.10\|-8.19\|12.19\|12.19\|10.92\|678274;2026-05-14\|12.21\|10.00\|11.40\|12.21\|11.40\|334433;2026-05-15\|11.80\|-3.36\|12.58\|13.23\|11.57\|732663;2026-05-18\|11.90\|0.85\|11.56\|12.24\|11.22\|445844;2026-05-19\|12.01\|0.92\|11.88\|12.05\|11.74\|247962;2026-05-20\|12.25\|2.00\|12.28\|12.51\|11.55\|387534;2026-05-21\|11.81\|-3.59\|12.30\|12.83\|11.75\|372143;2026-05-22\|12.99\|9.99\|12.00\|12.99\|11.80\|404200;2026-05-25\|12.74\|-1.92\|12.99\|13.04\|12.23\|448954;2026-05-26\|12.19\|-4.32\|12.68\|12.94\|12.16\|249212;2026-05-27\|11.48\|-5.82\|12.18\|12.18\|11.10\|378130;2026-05-28\|11.70\|1.92\|11.56\|11.85\|11.19\|265731;2026-05-29\|11.03\|-5.73\|11.67\|12.08\|10.86\|286457;2026-06-01\|10.68\|-3.17\|10.81\|11.00\|10.25\|257496;2026-06-02\|10.66\|-0.19\|10.78\|10.87\|10.49\|185573;2026-06-03\|10.71\|0.47\|10.79\|10.94\|10.47\|202461;2026-06-04\|11.20\|4.58\|10.68\|11.36\|10.57\|261522;2026-06-05\|10.84\|-3.21\|11.19\|11.55\|10.81\|303366;2026-06-08\|10.10\|-6.83\|10.37\|10.60\|9.98\|234412;2026-06-09\|10.57\|4.65\|10.24\|10.65\|9.96\|171998;2026-06-10\|10.71\|1.32\|10.35\|11.18\|10.34\|205240;2026-06-11\|10.55\|-1.49\|10.64\|10.81\|10.19\|161931;2026-06-12\|10.15\|-3.79\|10.60\|10.82\|10.07\|207492;2026-06-15\|10.35\|1.97\|10.16\|10.42\|9.99\|232655;2026-06-16\|11.00\|6.28\|10.35\|11.29\|10.21\|291354;2026-06-17\|10.77\|-2.09\|10.95\|11.03\|10.66\|200520;2026-06-18\|10.71\|-0.56\|10.65\|10.75\|10.20\|224172;2026-06-22\|9.82\|-8.31\|10.90\|11.43\|9.64\|464802;2026-06-23\|10.80\|9.98\|10.02\|10.80\|9.67\|233442;2026-06-24\|11.88\|10.00\|11.23\|11.88\|10.82\|683281;2026-06-25\|13.07\|10.02\|13.07\|13.07\|13.07\|149548;2026-06-26\|14.38\|10.02\|13.59\|14.38\|13.13\|1513870;2026-06-29\|13.98\|-2.78\|14.20\|14.90\|13.50\|1109184;2026-06-30\|13.03\|-6.80\|13.70\|13.97\|12.58\|1023712;2026-07-01\|12.85\|-1.38\|12.80\|13.83\|12.58\|871541;2026-07-02\|12.63\|-1.71\|12.25\|13.43\|12.01\|642889;2026-07-03\|11.93\|-5.54\|12.36\|12.62\|11.71\|557748;2026-07-06\|10.99\|-7.88\|11.92\|12.20\|10.93\|475104;2026-07-07\|11.15\|1.46\|11.15\|11.66\|10.66\|521460;2026-07-08\|10.45\|-6.28\|11.13\|11.28\|10.43\|350360;2026-07-09\|10.76\|2.97\|10.60\|11.13\|10.28\|347212;2026-07-10\|10.31\|-4.18\|10.62\|10.91\|10.30\|304822;2026-07-13\|9.28\|-9.99\|10.11\|10.20\|9.28\|355892;2026-07-14\|9.39\|1.19\|9.22\|9.65\|9.04\|251798;2026-07-15\|9.17\|-2.34\|9.39\|9.53\|9.10\|208604
111629		光纤上游+液冷服务器+有机硅+一季报增长行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月21日投资者关系记录表及2026年5月18日互动易，公司参股子公司浙江亚格新安现有4万吨四氯化硅产能，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，预计6月正式投用；公司D4产品已成为光纤预制棒包层主流工艺核心原料，与国内外头部光纤企业多年稳定合作。 2、据2026年3月2日互动易，公司推出ICL-1700算力、ICL-1600储能等硅基浸没式液冷产品矩阵，首个商用项目已在杭州稳定运行，PUE稳定在1.1以下，部分项目已进入批量供货阶段。 3、据2025年年报，公司为国内有机硅产业链最完整企业之一，单体产能达50万吨/年，终端品类达3500余种，覆盖新能源汽车、AI算力、人形机器人等场景，终端业务利润总额超3亿元。 4、据2026年4月29日公告，公司一季度营收40.83亿元，同比增长12.69%；归母净利润9628.06万元，同比增长190.61%。	国内除草剂草甘膦和有机硅单体生产龙头企业	2026-03-05\|12.91\|2.06\|12.92\|13.10\|12.72\|252455;2026-03-06\|13.16\|1.94\|12.82\|13.30\|12.71\|284159;2026-03-09\|12.72\|-3.34\|13.05\|13.32\|12.55\|300581;2026-03-10\|12.72\|0.00\|12.72\|12.88\|12.55\|200693;2026-03-11\|13.12\|3.14\|12.73\|13.22\|12.56\|370854;2026-03-12\|13.43\|2.36\|13.21\|13.59\|12.97\|455812;2026-03-13\|13.13\|-2.23\|13.43\|13.65\|13.08\|284384;2026-03-16\|12.51\|-4.72\|13.14\|13.36\|12.41\|367913;2026-03-17\|12.05\|-3.68\|12.42\|12.69\|12.00\|279896;2026-03-18\|12.00\|-0.41\|12.04\|12.14\|11.82\|172878;2026-03-19\|11.18\|-6.83\|11.92\|11.99\|11.09\|340116;2026-03-20\|10.89\|-2.59\|11.20\|11.27\|10.87\|240108;2026-03-23\|10.72\|-1.56\|10.62\|11.15\|10.48\|308455;2026-03-24\|10.87\|1.40\|10.90\|10.95\|10.51\|225140;2026-03-25\|11.06\|1.75\|10.86\|11.15\|10.86\|163803;2026-03-26\|10.84\|-1.99\|11.07\|11.22\|10.79\|158764;2026-03-27\|10.99\|1.38\|10.72\|11.18\|10.68\|200726;2026-03-30\|11.03\|0.36\|10.90\|11.18\|10.78\|236453;2026-03-31\|10.69\|-3.08\|11.04\|11.10\|10.65\|209967;2026-04-01\|10.93\|2.25\|10.88\|10.98\|10.76\|177716;2026-04-02\|10.77\|-1.46\|10.93\|11.08\|10.66\|133758;2026-04-03\|10.45\|-2.97\|10.83\|10.83\|10.40\|136173;2026-04-07\|11.50\|10.05\|10.91\|11.50\|10.91\|269209;2026-04-08\|11.90\|3.48\|11.77\|12.05\|11.50\|532494;2026-04-09\|11.94\|0.34\|11.80\|12.08\|11.66\|333672;2026-04-10\|12.03\|0.75\|12.03\|12.27\|11.86\|257694;2026-04-13\|12.13\|0.83\|11.95\|12.27\|11.82\|269245;2026-04-14\|12.50\|3.05\|12.13\|12.50\|12.00\|310440;2026-04-15\|12.07\|-3.44\|12.50\|12.55\|12.06\|287184;2026-04-16\|12.28\|1.74\|12.13\|12.32\|12.01\|219427;2026-04-17\|12.10\|-1.47\|12.19\|12.34\|12.09\|183659;2026-04-20\|12.19\|0.74\|12.12\|12.32\|12.04\|194200;2026-04-21\|12.43\|1.97\|12.19\|12.45\|12.00\|242607;2026-04-22\|12.38\|-0.40\|12.38\|12.46\|12.31\|174555;2026-04-23\|12.50\|0.97\|12.35\|12.65\|12.20\|269850;2026-04-24\|12.60\|0.80\|12.50\|12.71\|12.38\|274174;2026-04-27\|12.51\|-0.71\|12.59\|12.67\|12.43\|182605;2026-04-28\|12.47\|-0.32\|12.50\|12.75\|12.37\|221417;2026-04-29\|12.71\|1.92\|12.35\|12.78\|12.13\|319190;2026-04-30\|12.49\|-1.73\|12.79\|12.80\|12.45\|213883;2026-05-06\|12.45\|-0.32\|12.47\|12.59\|12.21\|278802;2026-05-07\|11.90\|-4.42\|12.45\|12.46\|11.85\|428602;2026-05-08\|11.95\|0.42\|11.87\|12.11\|11.82\|216136;2026-05-11\|12.46\|4.27\|12.04\|12.69\|12.00\|423176;2026-05-12\|12.48\|0.16\|12.48\|12.72\|12.31\|268703;2026-05-13\|12.50\|0.16\|12.43\|12.65\|12.30\|250018;2026-05-14\|12.18\|-2.56\|12.46\|12.62\|12.18\|210171;2026-05-15\|11.92\|-2.13\|12.18\|12.37\|11.89\|275627;2026-05-18\|11.70\|-1.85\|11.91\|11.91\|11.57\|218766;2026-05-19\|11.95\|2.14\|11.89\|12.08\|11.68\|206655;2026-05-20\|12.29\|2.85\|11.89\|12.59\|11.84\|344689;2026-05-21\|12.05\|-1.95\|12.50\|13.17\|12.04\|504402;2026-05-22\|13.26\|10.04\|12.19\|13.26\|12.08\|775186;2026-05-25\|13.10\|-1.21\|13.67\|13.76\|12.98\|855617;2026-05-26\|13.07\|-0.23\|13.04\|13.30\|12.81\|490441;2026-05-27\|12.57\|-3.83\|13.02\|13.25\|12.48\|401363;2026-05-28\|12.52\|-0.40\|12.55\|12.75\|11.84\|536333;2026-05-29\|12.05\|-3.75\|12.49\|12.56\|11.98\|375203;2026-06-01\|13.26\|10.04\|12.08\|13.26\|12.07\|581915;2026-06-02\|13.09\|-1.28\|13.26\|13.67\|12.75\|718847;2026-06-03\|14.40\|10.01\|13.23\|14.40\|13.21\|1185418;2026-06-04\|14.32\|-0.56\|14.40\|14.57\|14.08\|1075672;2026-06-05\|14.41\|0.63\|14.32\|15.11\|14.27\|920402;2026-06-08\|13.58\|-5.76\|13.60\|14.01\|13.30\|701173;2026-06-09\|14.94\|10.01\|13.83\|14.94\|13.70\|744345;2026-06-10\|14.93\|-0.07\|15.22\|15.92\|14.84\|1223993;2026-06-11\|14.30\|-3.57\|14.73\|15.70\|14.12\|1051461;2026-06-12\|14.36\|0.42\|14.50\|14.99\|13.87\|930609;2026-06-15\|15.14\|5.43\|14.70\|15.16\|14.35\|1062286;2026-06-16\|15.91\|5.09\|15.28\|16.36\|15.14\|1253668;2026-06-17\|15.99\|0.50\|15.60\|16.43\|15.00\|1022731;2026-06-18\|15.38\|-3.81\|15.98\|16.00\|15.13\|896765;2026-06-22\|16.55\|7.61\|15.20\|16.80\|15.10\|1039889;2026-06-23\|15.72\|-5.02\|16.70\|16.86\|15.60\|882240;2026-06-24\|17.29\|9.99\|15.72\|17.29\|15.65\|1083905;2026-06-25\|17.15\|-0.81\|17.30\|17.84\|16.90\|1095570;2026-06-26\|17.80\|3.79\|17.31\|18.39\|16.78\|1307717;2026-06-29\|16.02\|-10.00\|17.71\|18.39\|16.02\|1266175;2026-06-30\|15.96\|-0.37\|15.82\|16.68\|15.47\|1116084;2026-07-01\|15.23\|-4.57\|15.70\|16.44\|14.39\|1407432;2026-07-02\|14.30\|-6.11\|14.72\|14.84\|13.91\|1031896;2026-07-03\|13.30\|-6.99\|14.39\|14.45\|13.28\|1068714;2026-07-06\|13.57\|2.03\|13.56\|14.19\|13.51\|800376;2026-07-07\|13.10\|-3.46\|13.50\|13.77\|13.06\|617579;2026-07-08\|12.63\|-3.59\|13.31\|13.35\|12.52\|513823;2026-07-09\|13.42\|6.25\|12.73\|13.75\|12.30\|798273;2026-07-10\|12.59\|-6.18\|13.50\|13.61\|12.59\|931745;2026-07-13\|11.33\|-10.01\|12.31\|12.40\|11.33\|801114;2026-07-14\|11.53\|1.77\|11.31\|11.57\|11.11\|482553;2026-07-15\|11.68\|1.30\|11.51\|11.92\|11.43\|479586
111628	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	京津冀一体化+北京国资+水泥龙头+商业航天行业原因：据上证报，日前，中共中央、国务院关于《现代化首都都市圈空间协同规划（2023—2035年）》的批复发布，明确指出编制实施《规划》是新起点上深入推进京津冀协同发展战略的重大举措，对进一步优化提升首都功能、打造区域高质量发展增长极、推进中国式现代化建设具有重要意义。公司原因： 1、据2024年年报，公司最终控制人为北京市人民政府国有资产监督管理委员会，为北京国资委旗下企业。公司以新时代首都发展为统领，积极融入北京市“五子”联动发展新格局，服务首都“四个中心”建设。 2、据2025年3月29日年度报告，公司水泥熟料产能约1.1亿吨、水泥产能约1.8亿吨，预拌混凝土产能约6,200万立方米，产品应用于北京城市副中心、雄安新区等重点项目建设。 3、据2024年5月6日微信公众号及互动易，金隅通达公司产品应用于酒泉、太原、海南及西昌卫星发射中心地面工程，并承担海南文昌商业航天发射场特种耐火材料供应及技术服务，相关业务收入占比较低。	1、金隅通达公司高温耐材已用于太原、文昌、酒泉、西昌四大卫星发射中心，并承担海南文昌商业航天发射场特种耐火材料供应及技术服务； 2、公司主营水泥，业务集中在京津冀，通过北京京国管股权投资基金(有限合伙)间接持有北京蓝箭鸿擎0.35%股权； 3、金隅杭加安徽公司此前中标世界首个紧凑型聚变能实验装置“BEST项目”，以AAC绿色建材参与可控核聚变设施建	2026-03-05\|1.89\|1.07\|1.90\|1.91\|1.87\|802430;2026-03-06\|1.92\|1.59\|1.88\|1.93\|1.86\|898212;2026-03-09\|1.90\|-1.04\|1.90\|1.91\|1.87\|825132;2026-03-10\|1.89\|-0.53\|1.91\|1.92\|1.88\|778398;2026-03-11\|1.91\|1.06\|1.89\|1.91\|1.87\|763180;2026-03-12\|1.93\|1.05\|1.90\|1.94\|1.89\|1065059;2026-03-13\|1.92\|-0.52\|1.93\|1.98\|1.91\|1120664;2026-03-16\|1.89\|-1.56\|1.92\|1.95\|1.88\|938464;2026-03-17\|1.90\|0.53\|1.90\|1.95\|1.89\|1007036;2026-03-18\|1.87\|-1.58\|1.90\|1.91\|1.84\|1033484;2026-03-19\|1.82\|-2.67\|1.85\|1.86\|1.82\|855997;2026-03-20\|1.81\|-0.55\|1.82\|1.85\|1.80\|940025;2026-03-23\|1.85\|2.21\|1.79\|1.90\|1.75\|1942338;2026-03-24\|1.77\|-4.32\|1.83\|1.84\|1.71\|2251186;2026-03-25\|1.81\|2.26\|1.76\|1.82\|1.74\|1367879;2026-03-26\|1.78\|-1.66\|1.80\|1.83\|1.77\|919895;2026-03-27\|1.79\|0.56\|1.77\|1.80\|1.76\|677172;2026-03-30\|1.84\|2.79\|1.78\|1.85\|1.77\|1126610;2026-03-31\|1.80\|-2.17\|1.83\|1.86\|1.79\|869519;2026-04-01\|1.79\|-0.56\|1.82\|1.84\|1.78\|774474;2026-04-02\|1.76\|-1.68\|1.79\|1.79\|1.76\|648471;2026-04-03\|1.71\|-2.84\|1.77\|1.77\|1.70\|740814;2026-04-07\|1.73\|1.17\|1.71\|1.73\|1.69\|439692;2026-04-08\|1.78\|2.89\|1.75\|1.79\|1.74\|770804;2026-04-09\|1.75\|-1.69\|1.78\|1.79\|1.73\|611637;2026-04-10\|1.75\|0.00\|1.75\|1.78\|1.74\|474272;2026-04-13\|1.78\|1.71\|1.74\|1.78\|1.74\|626679;2026-04-14\|1.79\|0.56\|1.78\|1.80\|1.76\|765974;2026-04-15\|1.76\|-1.68\|1.80\|1.80\|1.75\|604627;2026-04-16\|1.75\|-0.57\|1.76\|1.77\|1.74\|608186;2026-04-17\|1.74\|-0.57\|1.75\|1.76\|1.73\|502443;2026-04-20\|1.75\|0.57\|1.74\|1.75\|1.72\|467227;2026-04-21\|1.73\|-1.14\|1.74\|1.75\|1.72\|543427;2026-04-22\|1.72\|-0.58\|1.73\|1.74\|1.71\|537204;2026-04-23\|1.70\|-1.16\|1.71\|1.72\|1.68\|560053;2026-04-24\|1.67\|-1.76\|1.69\|1.70\|1.65\|578426;2026-04-27\|1.67\|0.00\|1.67\|1.68\|1.64\|594562;2026-04-28\|1.66\|-0.60\|1.66\|1.67\|1.64\|503829;2026-04-29\|1.70\|2.41\|1.65\|1.71\|1.64\|698363;2026-04-30\|1.66\|-2.35\|1.68\|1.69\|1.63\|1086718;2026-05-06\|1.69\|1.81\|1.66\|1.69\|1.65\|880330;2026-05-07\|1.67\|-1.18\|1.68\|1.70\|1.66\|780231;2026-05-08\|1.69\|1.20\|1.67\|1.70\|1.66\|754999;2026-05-11\|1.70\|0.59\|1.69\|1.72\|1.68\|981298;2026-05-12\|1.68\|-1.18\|1.70\|1.71\|1.68\|822282;2026-05-13\|1.68\|0.00\|1.69\|1.70\|1.66\|800006;2026-05-14\|1.64\|-2.38\|1.68\|1.69\|1.63\|892960;2026-05-15\|1.60\|-2.44\|1.63\|1.64\|1.58\|795247;2026-05-18\|1.58\|-1.25\|1.59\|1.60\|1.56\|575454;2026-05-19\|1.60\|1.27\|1.58\|1.60\|1.57\|439202;2026-05-20\|1.56\|-2.50\|1.59\|1.59\|1.55\|500259;2026-05-21\|1.53\|-1.92\|1.56\|1.58\|1.52\|557707;2026-05-22\|1.68\|9.80\|1.55\|1.68\|1.54\|1691542;2026-05-25\|1.68\|0.00\|1.69\|1.72\|1.65\|2114487;2026-05-26\|1.65\|-1.79\|1.67\|1.68\|1.62\|1273437;2026-05-27\|1.58\|-4.24\|1.65\|1.65\|1.57\|1160813;2026-05-28\|1.58\|0.00\|1.57\|1.60\|1.56\|779785;2026-05-29\|1.59\|0.63\|1.58\|1.67\|1.58\|1120072;2026-06-01\|1.64\|3.14\|1.59\|1.65\|1.56\|1068979;2026-06-02\|1.61\|-1.83\|1.65\|1.66\|1.60\|748500;2026-06-03\|1.58\|-1.86\|1.60\|1.61\|1.57\|645492;2026-06-04\|1.57\|-0.63\|1.57\|1.59\|1.56\|495051;2026-06-05\|1.60\|1.91\|1.57\|1.61\|1.56\|703208;2026-06-08\|1.56\|-2.50\|1.57\|1.61\|1.54\|782560;2026-06-09\|1.54\|-1.28\|1.56\|1.57\|1.52\|544754;2026-06-10\|1.51\|-1.95\|1.54\|1.54\|1.49\|597875;2026-06-11\|1.50\|-0.66\|1.51\|1.51\|1.49\|323872;2026-06-12\|1.52\|1.33\|1.51\|1.54\|1.49\|515471;2026-06-15\|1.53\|0.66\|1.54\|1.56\|1.51\|559674;2026-06-16\|1.52\|-0.65\|1.52\|1.53\|1.50\|467560;2026-06-17\|1.50\|-1.32\|1.52\|1.52\|1.50\|322848;2026-06-18\|1.47\|-2.00\|1.49\|1.50\|1.46\|445178;2026-06-22\|1.46\|-0.68\|1.47\|1.47\|1.41\|749678;2026-06-23\|1.44\|-1.37\|1.45\|1.49\|1.43\|611177;2026-06-24\|1.39\|-3.47\|1.43\|1.44\|1.38\|702115;2026-06-25\|1.39\|0.00\|1.38\|1.40\|1.36\|621768;2026-06-26\|1.35\|-2.88\|1.39\|1.39\|1.35\|517756;2026-06-29\|1.36\|0.74\|1.35\|1.37\|1.32\|621945;2026-06-30\|1.36\|0.00\|1.36\|1.38\|1.34\|462621;2026-07-01\|1.39\|2.21\|1.35\|1.41\|1.34\|648870;2026-07-02\|1.38\|-0.72\|1.39\|1.42\|1.37\|549336;2026-07-03\|1.39\|0.72\|1.38\|1.40\|1.37\|442930;2026-07-06\|1.39\|0.00\|1.39\|1.41\|1.38\|417073;2026-07-07\|1.37\|-1.44\|1.40\|1.40\|1.35\|395949;2026-07-08\|1.37\|0.00\|1.37\|1.39\|1.36\|334406;2026-07-09\|1.37\|0.00\|1.38\|1.39\|1.35\|366342;2026-07-10\|1.40\|2.19\|1.36\|1.42\|1.35\|680337;2026-07-13\|1.36\|-2.86\|1.40\|1.42\|1.36\|519324;2026-07-14\|1.39\|2.21\|1.36\|1.39\|1.35\|375300;2026-07-15\|1.43\|2.88\|1.37\|1.44\|1.37\|760964
111627	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	激光器+机器人+收购长空齿轮+央企行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司收购长空齿轮股权事项已获股东会通过，长空齿轮正拓展机器人等市场，提供精密减速器相关产品，并在机器人灵巧手用微型行星减速器领域具备一定的技术积累与工艺基础。 2、据2026年4月15日互动易，公司精密制造业务目前主要产品为面向激光器、光通讯等领域的精密零部件、结构件，其中与Lumentum的合作主要为激光器领域的精密零部件，相关业务收入占公司整体营业收入比例较小，不涉及光模块相关产品。 3、据2025年年度报告，公司是中国航空工业集团旗下境内唯一表业上市公司，核心品牌定位“以航空航天表为特色的高品质中国手表品牌”，最终控制人为国务院国有资产监督管理委员会。	中国航空工业集团旗下，国产腕表龙头，拟收购长空齿轮全部或部分控股权，后者主要产品为精密齿轮、精密减速器，相关产品的下游市场应用场景广阔，包括航空航天、电子、机器人等高端装备领域	2026-03-05\|14.99\|1.15\|15.05\|15.14\|14.89\|36229;2026-03-06\|15.32\|2.20\|15.01\|15.38\|14.89\|35160;2026-03-09\|15.16\|-1.04\|15.05\|15.39\|15.03\|39019;2026-03-10\|15.54\|2.51\|15.28\|15.77\|15.18\|39331;2026-03-11\|15.44\|-0.64\|15.70\|15.70\|15.35\|32310;2026-03-12\|15.40\|-0.26\|15.45\|15.56\|15.32\|32119;2026-03-13\|15.10\|-1.95\|15.37\|15.40\|15.01\|37493;2026-03-16\|14.56\|-3.58\|14.95\|15.01\|14.18\|88905;2026-03-17\|14.34\|-1.51\|14.63\|14.63\|14.23\|31264;2026-03-18\|14.52\|1.26\|14.34\|14.55\|14.25\|28147;2026-03-19\|14.12\|-2.75\|14.30\|14.48\|14.04\|29622;2026-03-20\|13.93\|-1.35\|14.17\|14.28\|13.88\|32353;2026-03-23\|13.16\|-5.53\|13.50\|13.73\|13.03\|50554;2026-03-24\|13.74\|4.41\|13.52\|13.78\|13.31\|54798;2026-03-25\|14.36\|4.51\|13.78\|14.75\|13.69\|77452;2026-03-26\|14.20\|-1.11\|14.45\|14.68\|14.07\|36560;2026-03-27\|14.34\|0.99\|14.08\|14.37\|13.95\|35368;2026-03-30\|14.17\|-1.19\|14.09\|14.33\|14.04\|17925;2026-03-31\|13.92\|-1.76\|14.28\|14.39\|13.84\|27613;2026-04-01\|14.07\|1.08\|14.10\|14.15\|13.90\|24177;2026-04-02\|14.41\|2.42\|14.08\|14.60\|14.01\|67641;2026-04-03\|14.40\|-0.07\|14.54\|14.68\|14.12\|43528;2026-04-07\|14.29\|-0.76\|14.55\|14.55\|14.15\|25839;2026-04-08\|14.73\|3.08\|14.45\|14.75\|14.37\|43706;2026-04-09\|14.63\|-0.68\|14.65\|14.74\|14.48\|30752;2026-04-10\|14.92\|1.98\|14.70\|15.41\|14.60\|74387;2026-04-13\|16.41\|9.99\|15.75\|16.41\|15.16\|112227;2026-04-14\|16.20\|-1.28\|17.00\|17.51\|15.93\|256352;2026-04-15\|17.82\|10.00\|16.12\|17.82\|15.91\|366136;2026-04-16\|17.73\|-0.51\|17.50\|17.89\|17.06\|363860;2026-04-17\|17.62\|-0.62\|17.50\|18.05\|17.50\|187660;2026-04-20\|17.80\|1.02\|17.44\|17.88\|17.33\|183981;2026-04-21\|18.78\|5.51\|17.70\|18.78\|17.60\|293732;2026-04-22\|17.40\|-7.35\|18.00\|18.40\|16.92\|272744;2026-04-23\|18.09\|3.97\|17.01\|19.14\|17.01\|290374;2026-04-24\|18.41\|1.77\|18.00\|18.64\|17.90\|218183;2026-04-27\|18.20\|-1.14\|18.40\|18.96\|17.90\|207286;2026-04-28\|17.77\|-2.36\|18.02\|18.23\|17.69\|146399;2026-04-29\|18.09\|1.80\|17.76\|18.28\|17.60\|120013;2026-04-30\|18.13\|0.22\|17.93\|18.27\|17.70\|133124;2026-05-06\|17.85\|-1.54\|18.20\|18.24\|17.77\|150156;2026-05-07\|18.72\|4.87\|17.90\|18.81\|17.85\|209144;2026-05-08\|19.90\|6.30\|18.48\|20.20\|18.25\|304023;2026-05-11\|20.14\|1.21\|19.80\|21.05\|19.65\|284672;2026-05-12\|20.51\|1.84\|20.20\|21.08\|19.80\|212118;2026-05-13\|20.19\|-1.56\|20.25\|20.28\|19.66\|204008;2026-05-14\|20.28\|0.45\|20.18\|20.96\|20.05\|185300;2026-05-15\|20.22\|-0.30\|20.29\|21.00\|19.67\|224968;2026-05-18\|20.20\|-0.10\|20.00\|20.30\|19.70\|135527;2026-05-19\|22.22\|10.00\|20.50\|22.22\|20.35\|241409;2026-05-20\|21.80\|-1.89\|22.47\|22.50\|21.26\|222008;2026-05-21\|23.23\|6.56\|22.00\|23.98\|21.80\|408010;2026-05-22\|25.55\|9.99\|23.50\|25.55\|23.50\|239173;2026-05-25\|27.04\|5.83\|25.55\|27.79\|25.23\|433342;2026-05-26\|24.34\|-9.99\|25.25\|25.59\|24.34\|288302;2026-05-27\|22.59\|-7.19\|23.74\|24.24\|21.93\|424632;2026-05-28\|23.06\|2.08\|22.19\|23.23\|21.67\|267383;2026-05-29\|23.95\|3.86\|23.20\|25.22\|23.01\|273393;2026-06-01\|22.80\|-4.80\|23.90\|24.11\|22.71\|177994;2026-06-02\|22.39\|-1.80\|22.81\|23.08\|22.10\|144357;2026-06-03\|22.38\|-0.04\|22.17\|22.99\|21.90\|125079;2026-06-04\|21.56\|-3.66\|22.28\|22.41\|21.30\|141637;2026-06-05\|22.56\|4.64\|21.36\|23.25\|21.01\|199884;2026-06-08\|21.35\|-5.36\|21.99\|22.14\|21.08\|135198;2026-06-09\|21.90\|2.58\|21.66\|22.08\|21.22\|99974;2026-06-10\|21.26\|-2.39\|21.73\|21.73\|20.66\|99707;2026-06-11\|20.97\|-1.36\|20.99\|21.49\|20.79\|75004;2026-06-12\|20.41\|-2.67\|21.20\|21.58\|20.22\|116005;2026-06-15\|20.66\|1.22\|20.41\|20.91\|20.14\|106880;2026-06-16\|20.76\|0.48\|20.66\|21.08\|20.41\|89262;2026-06-17\|21.32\|2.70\|20.98\|21.83\|20.68\|135302;2026-06-18\|21.31\|-0.05\|21.20\|21.50\|20.37\|115744;2026-06-22\|21.81\|2.35\|21.30\|21.99\|20.61\|150192;2026-06-23\|21.65\|-0.73\|21.79\|22.01\|20.98\|146355;2026-06-24\|21.82\|0.79\|21.61\|22.15\|20.81\|147457;2026-06-25\|20.82\|-4.58\|21.65\|22.15\|20.58\|141361;2026-06-26\|19.72\|-5.28\|20.65\|20.75\|19.63\|119195;2026-06-29\|19.58\|-0.71\|19.68\|20.01\|18.96\|104423;2026-06-30\|21.54\|10.01\|19.26\|21.54\|19.05\|138323;2026-07-01\|21.05\|-2.27\|22.26\|22.45\|20.90\|147655;2026-07-02\|21.22\|0.81\|21.16\|22.12\|21.03\|129478;2026-07-03\|21.89\|3.16\|21.60\|22.45\|21.26\|193686;2026-07-06\|21.67\|-1.00\|21.90\|22.86\|21.22\|208678;2026-07-07\|20.51\|-5.35\|21.28\|21.78\|20.36\|127986;2026-07-08\|18.80\|-8.34\|20.38\|20.50\|18.80\|144371;2026-07-09\|18.75\|-0.27\|18.77\|19.11\|17.89\|121683;2026-07-10\|19.54\|4.21\|18.86\|20.49\|18.68\|144596;2026-07-13\|17.59\|-9.98\|19.25\|19.25\|17.59\|115274;2026-07-14\|18.28\|3.92\|17.28\|18.49\|16.80\|101569;2026-07-15\|18.30\|0.11\|18.74\|18.88\|18.10\|67507
111626	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	可控核聚变+钽铌制品+半导体靶材行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	国内最大的钽、铌产品生产基地；公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-03-05\|55.58\|4.75\|55.00\|57.78\|54.50\|271107;2026-03-06\|53.78\|-3.24\|55.08\|57.32\|53.16\|241724;2026-03-09\|55.03\|2.32\|52.82\|56.85\|51.38\|275692;2026-03-10\|55.63\|1.09\|55.43\|55.97\|52.88\|217866;2026-03-11\|53.35\|-4.10\|55.70\|58.00\|53.15\|258937;2026-03-12\|51.08\|-4.25\|52.68\|52.90\|49.60\|284376;2026-03-13\|48.71\|-4.64\|49.80\|50.78\|48.53\|205051;2026-03-16\|50.94\|4.58\|49.20\|51.90\|49.04\|254215;2026-03-17\|48.45\|-4.89\|50.96\|51.83\|48.35\|203162;2026-03-18\|48.37\|-0.17\|48.90\|49.48\|47.78\|122075;2026-03-19\|45.52\|-5.89\|47.15\|48.00\|45.20\|232801;2026-03-20\|44.55\|-2.13\|46.50\|46.59\|44.50\|155195;2026-03-23\|43.10\|-3.25\|43.68\|45.83\|42.46\|236138;2026-03-24\|44.05\|2.20\|44.33\|44.62\|42.49\|168753;2026-03-25\|46.44\|5.43\|45.97\|47.45\|45.40\|260325;2026-03-26\|45.62\|-1.77\|47.41\|47.88\|45.10\|174675;2026-03-27\|46.19\|1.25\|44.95\|47.73\|44.80\|201741;2026-03-30\|47.22\|2.23\|45.68\|47.49\|45.29\|185855;2026-03-31\|44.41\|-5.95\|46.55\|47.05\|43.93\|239711;2026-04-01\|44.36\|-0.11\|45.63\|45.65\|43.60\|143979;2026-04-02\|42.07\|-5.16\|44.20\|44.36\|41.58\|219683;2026-04-03\|40.51\|-3.71\|42.06\|42.24\|40.42\|183947;2026-04-07\|40.46\|-0.12\|40.51\|41.08\|40.11\|115287;2026-04-08\|44.51\|10.01\|41.80\|44.51\|41.80\|187611;2026-04-09\|45.33\|1.84\|44.51\|46.21\|43.81\|263467;2026-04-10\|44.88\|-0.99\|45.77\|46.06\|44.73\|145415;2026-04-13\|43.74\|-2.54\|44.48\|45.00\|43.03\|129506;2026-04-14\|44.85\|2.54\|44.45\|45.70\|43.88\|184116;2026-04-15\|44.48\|-0.82\|45.20\|47.28\|44.21\|245091;2026-04-16\|46.29\|4.07\|44.50\|46.64\|43.25\|256038;2026-04-17\|46.73\|0.95\|45.83\|48.30\|45.71\|218302;2026-04-20\|48.76\|4.34\|46.81\|49.10\|46.28\|267187;2026-04-21\|51.62\|5.87\|48.77\|52.11\|47.88\|310921;2026-04-22\|50.99\|-1.22\|50.81\|51.51\|49.47\|308133;2026-04-23\|47.58\|-6.69\|50.56\|50.79\|47.28\|265490;2026-04-24\|47.96\|0.80\|46.88\|48.75\|46.24\|171914;2026-04-27\|46.54\|-2.96\|47.80\|48.28\|46.03\|168101;2026-04-28\|43.22\|-7.13\|45.12\|45.14\|42.30\|277158;2026-04-29\|44.39\|2.71\|43.21\|44.95\|42.61\|190458;2026-04-30\|43.87\|-1.17\|44.20\|44.50\|43.22\|116749;2026-05-06\|46.33\|5.61\|44.50\|46.93\|44.05\|195855;2026-05-07\|49.11\|6.00\|46.48\|49.17\|46.37\|279160;2026-05-08\|48.39\|-1.47\|48.33\|49.20\|47.71\|179151;2026-05-11\|48.65\|0.54\|49.08\|49.10\|47.20\|202476;2026-05-12\|48.51\|-0.29\|48.90\|48.97\|46.99\|159195;2026-05-13\|50.48\|4.06\|48.28\|50.93\|48.08\|251397;2026-05-14\|50.46\|-0.04\|51.00\|53.97\|50.46\|268563;2026-05-15\|51.24\|1.55\|50.10\|52.83\|49.60\|285454;2026-05-18\|56.36\|9.99\|50.51\|56.36\|50.25\|292593;2026-05-19\|55.50\|-1.53\|57.59\|58.48\|54.11\|350050;2026-05-20\|55.04\|-0.83\|54.93\|56.18\|53.30\|220989;2026-05-21\|56.59\|2.82\|56.30\|60.54\|55.88\|309413;2026-05-22\|62.25\|10.00\|57.50\|62.25\|57.03\|294052;2026-05-25\|64.77\|4.05\|67.17\|68.38\|63.27\|405912;2026-05-26\|66.46\|2.61\|63.68\|66.88\|61.50\|341725;2026-05-27\|64.12\|-3.52\|66.47\|68.90\|63.78\|259907;2026-05-28\|66.29\|3.38\|64.00\|67.07\|62.31\|262284;2026-05-29\|59.66\|-10.00\|66.64\|67.00\|59.66\|282810;2026-06-01\|55.31\|-7.29\|57.31\|59.19\|54.59\|396055;2026-06-02\|56.49\|2.13\|55.32\|56.88\|51.75\|266403;2026-06-03\|57.20\|1.26\|56.00\|58.74\|55.50\|261413;2026-06-04\|59.13\|3.37\|57.00\|60.85\|55.45\|255546;2026-06-05\|55.85\|-5.55\|58.01\|58.22\|54.55\|225045;2026-06-08\|50.76\|-9.11\|53.14\|54.18\|50.40\|243079;2026-06-09\|55.11\|8.57\|52.74\|55.34\|50.99\|221229;2026-06-10\|53.01\|-3.81\|54.88\|54.98\|51.64\|155172;2026-06-11\|57.92\|9.26\|53.60\|58.31\|53.60\|400398;2026-06-12\|57.26\|-1.14\|57.92\|59.44\|56.03\|419828;2026-06-15\|61.10\|6.71\|59.70\|61.50\|58.08\|373197;2026-06-16\|64.36\|5.34\|61.84\|66.67\|60.50\|382053;2026-06-17\|62.36\|-3.11\|62.64\|64.89\|61.62\|316804;2026-06-18\|63.01\|1.04\|62.37\|63.95\|61.25\|287690;2026-06-22\|69.31\|10.00\|65.20\|69.31\|64.70\|319585;2026-06-23\|72.80\|5.20\|75.04\|76.12\|71.60\|736613;2026-06-24\|76.38\|4.92\|70.00\|76.68\|69.68\|495085;2026-06-25\|84.02\|10.00\|74.58\|84.02\|74.58\|384021;2026-06-26\|87.03\|3.58\|85.00\|90.15\|81.00\|428307;2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220;2026-07-13\|58.76\|-9.63\|64.92\|65.01\|58.58\|306095;2026-07-14\|64.00\|8.92\|59.93\|64.14\|58.25\|310289;2026-07-15\|59.58\|-6.91\|65.14\|65.45\|59.21\|230276
111625	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	涨停揭秘：“算电协同”写入政府工作报告强化新型电力系统建设逻辑，公司为特高压输变电核心绝缘器件核心供应商；涨停缘由：特高压是实现远距离大容量电力输送的关键载体，算电协同需配套坚强电网支撑；公司高强度玻璃绝缘子技术领先，已批量供货白鹤滩—江苏等重点工程；资金逻辑：3月24-25日连续涨停，量价齐升，主力资金净流入超2000万元，显示资金提前布局电网设备细分龙头；风险提示：公司营收规模偏小，客户集中度高，特高压投资节奏受财政预算影响较大	1、公司拟收购中科西光82.5%股权，跨界商业航天； 2、公司专注于新型高强度功能玻璃制造技术的研究和特高压输变电绝缘器材开发，主要产品为高压、超高压和特高压交、直流输电线路上用于绝缘和悬挂导线用的盘型悬式高强度玻璃绝缘子	2026-03-05\|19.19\|3.34\|18.84\|19.75\|18.84\|56350;2026-03-06\|19.75\|2.92\|19.23\|19.79\|19.10\|58430;2026-03-09\|19.75\|0.00\|19.29\|19.95\|19.20\|49448;2026-03-10\|20.05\|1.52\|19.93\|20.20\|19.71\|49899;2026-03-11\|19.96\|-0.45\|20.05\|20.30\|19.83\|63997;2026-03-12\|19.62\|-1.70\|20.03\|20.03\|19.57\|41079;2026-03-13\|19.46\|-0.82\|19.68\|20.10\|19.43\|37630;2026-03-16\|19.34\|-0.62\|19.48\|19.82\|19.05\|36338;2026-03-17\|18.62\|-3.72\|19.36\|19.47\|18.58\|29431;2026-03-18\|19.00\|2.04\|18.68\|19.00\|18.53\|29472;2026-03-19\|18.33\|-3.53\|18.81\|19.00\|18.22\|28786;2026-03-20\|17.69\|-3.49\|18.44\|18.95\|17.63\|52172;2026-03-23\|16.45\|-7.01\|17.39\|17.56\|16.10\|48290;2026-03-24\|18.19\|10.58\|16.78\|18.19\|16.78\|78801;2026-03-25\|21.83\|20.01\|18.07\|21.83\|17.90\|238229;2026-03-26\|20.03\|-8.25\|21.24\|21.55\|19.83\|261437;2026-03-27\|19.83\|-1.00\|19.81\|20.21\|19.64\|175540;2026-03-30\|19.86\|0.15\|19.60\|20.04\|19.15\|139687;2026-03-31\|21.08\|6.14\|19.90\|21.69\|19.81\|273149;2026-04-01\|21.75\|3.18\|20.89\|22.90\|20.50\|262898;2026-04-02\|21.20\|-2.53\|21.54\|22.03\|20.93\|181270;2026-04-03\|22.70\|7.08\|21.38\|23.32\|21.17\|244583;2026-04-07\|24.10\|6.17\|22.59\|24.72\|22.19\|215309;2026-04-08\|23.55\|-2.28\|23.31\|23.78\|22.17\|234407;2026-04-09\|23.23\|-1.36\|22.52\|23.45\|21.83\|161993;2026-04-10\|22.43\|-3.44\|23.20\|23.39\|22.33\|127605;2026-04-13\|22.83\|1.78\|22.18\|23.20\|22.01\|111505;2026-04-14\|21.80\|-4.51\|22.97\|23.13\|21.51\|123713;2026-04-15\|22.21\|1.88\|21.81\|23.37\|21.64\|133536;2026-04-16\|23.60\|6.26\|22.21\|24.17\|21.82\|171809;2026-04-17\|22.85\|-3.18\|23.53\|23.53\|22.68\|112137;2026-04-20\|22.86\|0.04\|22.60\|23.36\|22.40\|79231;2026-04-21\|22.05\|-3.54\|22.74\|22.86\|21.88\|87382;2026-04-22\|23.33\|5.80\|22.09\|23.50\|21.61\|123849;2026-04-23\|24.81\|6.34\|23.50\|25.80\|23.03\|163208;2026-04-24\|25.78\|3.91\|24.69\|26.14\|24.15\|157091;2026-04-27\|25.95\|0.66\|25.08\|26.50\|24.99\|122034;2026-04-28\|26.60\|2.50\|25.78\|27.80\|25.74\|111898;2026-04-29\|28.61\|7.56\|26.60\|29.29\|26.20\|142039;2026-04-30\|30.60\|6.96\|28.38\|30.99\|28.06\|142370;2026-05-20\|36.72\|20.00\|36.72\|36.72\|36.72\|6823;2026-05-21\|44.06\|19.99\|44.06\|44.06\|44.06\|5183;2026-05-22\|52.87\|20.00\|52.87\|52.87\|52.87\|48074;2026-05-25\|53.02\|0.28\|54.00\|60.88\|52.68\|384505;2026-05-26\|51.26\|-3.32\|50.00\|53.03\|48.01\|253302;2026-05-27\|53.99\|5.33\|50.50\|55.50\|49.56\|275714;2026-05-28\|52.39\|-2.96\|52.80\|54.28\|49.01\|242150;2026-05-29\|49.56\|-5.40\|50.12\|52.32\|48.30\|181378;2026-06-01\|48.25\|-2.64\|47.45\|52.74\|46.93\|202351;2026-06-02\|49.70\|3.01\|48.60\|49.81\|43.12\|244670;2026-06-03\|51.63\|3.88\|48.01\|52.92\|47.00\|240948;2026-06-04\|49.20\|-4.71\|51.00\|54.63\|48.50\|267450;2026-06-05\|45.33\|-7.87\|50.44\|52.98\|44.40\|239015;2026-06-08\|39.50\|-12.86\|41.13\|44.95\|39.00\|230371;2026-06-09\|38.11\|-3.52\|40.00\|40.18\|37.46\|147327;2026-06-10\|36.64\|-3.86\|37.99\|38.11\|35.94\|109879;2026-06-11\|35.94\|-1.91\|36.44\|36.66\|35.10\|80385;2026-06-12\|34.94\|-2.78\|36.30\|36.63\|34.68\|86017;2026-06-15\|34.66\|-0.80\|35.22\|35.31\|34.20\|90830;2026-06-16\|34.86\|0.58\|34.33\|35.53\|33.66\|112563;2026-06-17\|35.94\|3.10\|34.52\|36.96\|34.25\|154730;2026-06-18\|33.98\|-5.45\|35.80\|35.80\|33.60\|135240;2026-06-22\|33.59\|-1.15\|33.88\|34.07\|32.78\|105850;2026-06-23\|33.06\|-1.58\|33.33\|33.95\|32.90\|64473;2026-06-24\|32.45\|-1.85\|33.31\|33.66\|32.01\|71496;2026-06-25\|31.72\|-2.25\|32.83\|32.83\|31.48\|75113;2026-06-26\|32.11\|1.23\|31.76\|33.10\|31.33\|95053;2026-06-29\|31.07\|-3.24\|31.78\|32.66\|30.29\|97711;2026-06-30\|31.83\|2.45\|31.35\|31.97\|30.67\|61829;2026-07-01\|33.35\|4.78\|31.83\|33.70\|30.58\|156021;2026-07-02\|39.36\|18.02\|33.31\|40.02\|33.10\|269014;2026-07-03\|38.29\|-2.72\|38.94\|41.05\|36.80\|254275;2026-07-06\|34.24\|-10.58\|38.00\|38.38\|34.16\|185153;2026-07-07\|32.68\|-4.56\|34.25\|35.30\|32.61\|105033;2026-07-08\|30.64\|-6.24\|32.68\|32.80\|30.62\|89016;2026-07-09\|30.72\|0.26\|30.42\|31.45\|29.29\|70855;2026-07-10\|36.86\|19.99\|30.31\|36.86\|30.11\|155192;2026-07-13\|40.10\|8.79\|41.42\|43.00\|36.23\|327323;2026-07-14\|40.16\|0.15\|38.09\|40.70\|37.67\|236768;2026-07-15\|38.43\|-4.31\|39.36\|40.70\|38.07\|149650
111624	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	商业航天+航空电机+湖南国资 1、据2025年12月19日互动易，公司辅助起动航空永磁发电系统完成样机研制并调试，将用于商业航天并配套央企及头部企业。 2、据2025年6月11日公告，募投“航空电气系统系列化研制及产业化项目”覆盖eVTOL、无人机电机电控，达产后年营收预计9.88亿元。 3、据2026年4月10日年报，公司航空电气系统一期投产，航空电机电控系统已迭代并首飞，2026年营收目标55.5亿元。 4、据2025年度报告，公司控股股东湘电集团，最终控制人为湖南省国资委。	公司辅助起动航空永磁发电系统完成样机研制并调试，将用于商业航天并配套央企及头部企业	2026-03-05\|14.44\|2.34\|14.30\|14.56\|14.28\|234710;2026-03-06\|14.66\|1.52\|14.35\|14.87\|14.31\|243154;2026-03-09\|14.36\|-2.05\|14.42\|14.44\|14.14\|234350;2026-03-10\|14.89\|3.69\|14.44\|14.99\|14.44\|340456;2026-03-11\|14.53\|-2.42\|14.88\|14.93\|14.46\|284376;2026-03-12\|14.21\|-2.20\|14.49\|14.49\|14.12\|247687;2026-03-13\|14.07\|-0.99\|14.20\|14.30\|14.02\|182428;2026-03-16\|13.98\|-0.64\|14.12\|14.20\|13.80\|192885;2026-03-17\|13.71\|-1.93\|14.00\|14.05\|13.70\|173559;2026-03-18\|13.68\|-0.22\|13.69\|13.76\|13.42\|217622;2026-03-19\|13.35\|-2.41\|13.60\|13.60\|13.32\|173814;2026-03-20\|13.13\|-1.65\|13.39\|13.63\|13.13\|184483;2026-03-23\|12.17\|-7.31\|12.94\|12.94\|12.13\|399847;2026-03-24\|12.66\|4.03\|12.49\|12.69\|12.18\|335164;2026-03-25\|12.83\|1.34\|12.74\|12.95\|12.71\|195951;2026-03-26\|12.62\|-1.64\|12.88\|12.92\|12.53\|161119;2026-03-27\|12.81\|1.51\|12.48\|12.90\|12.44\|166895;2026-03-30\|12.83\|0.16\|12.69\|12.94\|12.65\|158063;2026-03-31\|12.74\|-0.70\|12.83\|13.12\|12.70\|157682;2026-04-01\|12.77\|0.24\|12.96\|12.99\|12.72\|156912;2026-04-02\|12.47\|-2.35\|12.69\|12.80\|12.40\|165627;2026-04-03\|12.15\|-2.57\|12.50\|12.60\|12.13\|150100;2026-04-07\|12.20\|0.41\|12.25\|12.33\|12.14\|108085;2026-04-08\|12.83\|5.16\|12.45\|12.85\|12.43\|230494;2026-04-09\|12.43\|-3.12\|12.73\|12.73\|12.41\|211417;2026-04-10\|12.30\|-1.05\|12.30\|12.51\|12.16\|269322;2026-04-13\|12.21\|-0.73\|12.22\|12.34\|12.13\|180357;2026-04-14\|12.47\|2.13\|12.27\|12.49\|12.19\|228590;2026-04-15\|12.30\|-1.36\|12.49\|12.58\|12.26\|210019;2026-04-16\|12.38\|0.65\|12.32\|12.44\|12.19\|168551;2026-04-17\|12.33\|-0.40\|12.33\|12.42\|12.19\|188237;2026-04-20\|12.49\|1.30\|12.33\|12.57\|12.24\|226649;2026-04-21\|12.42\|-0.56\|12.58\|12.61\|12.28\|216866;2026-04-22\|12.71\|2.33\|12.32\|12.88\|12.30\|337015;2026-04-23\|12.65\|-0.47\|12.80\|12.85\|12.54\|227667;2026-04-24\|12.60\|-0.40\|12.59\|12.83\|12.52\|209835;2026-04-27\|12.78\|1.43\|12.60\|12.87\|12.53\|218364;2026-04-28\|12.35\|-3.36\|12.75\|12.76\|12.29\|282457;2026-04-29\|12.50\|1.21\|12.32\|12.54\|12.26\|160537;2026-04-30\|12.37\|-1.04\|12.44\|12.61\|12.25\|224692;2026-05-06\|12.74\|2.99\|12.49\|12.90\|12.48\|305225;2026-05-07\|12.79\|0.39\|12.72\|12.93\|12.70\|207172;2026-05-08\|12.99\|1.56\|12.77\|13.04\|12.68\|284886;2026-05-11\|13.09\|0.77\|13.05\|13.30\|12.94\|283312;2026-05-12\|12.86\|-1.76\|13.11\|13.11\|12.84\|220840;2026-05-13\|12.91\|0.39\|12.80\|13.05\|12.78\|219033;2026-05-14\|12.41\|-3.87\|12.89\|12.95\|12.38\|278108;2026-05-15\|12.28\|-1.05\|12.41\|12.66\|12.22\|286250;2026-05-18\|12.00\|-2.28\|12.28\|12.39\|11.90\|302891;2026-05-19\|12.08\|0.67\|12.00\|12.10\|11.59\|332190;2026-05-20\|11.63\|-3.73\|11.97\|11.98\|11.56\|253078;2026-05-21\|11.80\|1.46\|11.67\|12.63\|11.66\|498581;2026-05-22\|12.98\|10.00\|11.83\|12.98\|11.64\|879485;2026-05-25\|13.05\|0.54\|13.21\|13.38\|12.95\|732093;2026-05-26\|12.79\|-1.99\|12.98\|13.05\|12.62\|427745;2026-05-27\|12.46\|-2.58\|12.70\|12.90\|12.28\|363468;2026-05-28\|12.43\|-0.24\|12.35\|12.83\|12.33\|378512;2026-05-29\|11.53\|-7.24\|12.49\|12.56\|11.51\|540595;2026-06-01\|11.56\|0.26\|11.58\|11.86\|11.40\|304360;2026-06-02\|11.21\|-3.03\|11.55\|11.57\|11.11\|283523;2026-06-03\|11.00\|-1.87\|11.15\|11.35\|10.92\|262088;2026-06-04\|10.62\|-3.45\|10.91\|10.99\|10.53\|287508;2026-06-05\|10.71\|0.85\|10.62\|10.99\|10.26\|287481;2026-06-08\|10.12\|-5.51\|10.09\|10.57\|10.02\|279649;2026-06-09\|10.05\|-0.69\|10.22\|10.26\|9.97\|230527;2026-06-10\|9.81\|-2.39\|10.00\|10.10\|9.74\|250470;2026-06-11\|9.55\|-2.65\|9.73\|9.77\|9.46\|222074;2026-06-12\|9.76\|2.20\|9.64\|9.95\|9.59\|268542;2026-06-15\|9.99\|2.36\|9.92\|10.05\|9.82\|210995;2026-06-16\|10.77\|7.81\|10.01\|10.99\|9.89\|600122;2026-06-17\|11.17\|3.71\|10.77\|11.57\|10.55\|578052;2026-06-18\|11.13\|-0.36\|11.09\|11.48\|10.99\|375107;2026-06-22\|10.78\|-3.14\|11.06\|11.06\|10.60\|311645;2026-06-23\|10.44\|-3.15\|10.76\|10.77\|10.38\|231929;2026-06-24\|10.38\|-0.57\|10.45\|10.61\|10.22\|201619;2026-06-25\|10.21\|-1.64\|10.38\|10.54\|10.07\|194548;2026-06-26\|9.99\|-2.15\|10.21\|10.53\|9.95\|285603;2026-06-29\|9.62\|-3.70\|10.00\|10.00\|9.57\|277297;2026-06-30\|9.80\|1.87\|9.83\|9.89\|9.63\|211289;2026-07-01\|9.92\|1.22\|9.79\|10.07\|9.72\|241260;2026-07-02\|9.77\|-1.51\|9.78\|10.04\|9.73\|232550;2026-07-03\|9.95\|1.84\|9.70\|10.05\|9.70\|242544;2026-07-06\|9.57\|-3.82\|9.95\|10.06\|9.56\|259596;2026-07-07\|9.25\|-3.34\|9.58\|9.65\|9.20\|196335;2026-07-08\|8.97\|-3.03\|9.24\|9.25\|8.93\|198529;2026-07-09\|8.99\|0.22\|9.00\|9.03\|8.69\|243682;2026-07-10\|9.28\|3.23\|8.95\|9.52\|8.91\|281783;2026-07-13\|9.00\|-3.02\|9.22\|9.22\|8.86\|237378;2026-07-14\|8.65\|-3.89\|8.78\|8.78\|8.13\|414792;2026-07-15\|8.57\|-0.92\|8.49\|8.76\|8.49\|176467
111623	光纤价格暴涨交货期限延长至20周以上	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-03-05\|11.89\|0.68\|12.02\|12.13\|11.80\|130252;2026-03-06\|12.16\|2.27\|11.83\|12.32\|11.81\|211392;2026-03-09\|11.82\|-2.80\|12.00\|12.06\|11.47\|234977;2026-03-10\|11.95\|1.10\|11.90\|12.11\|11.85\|149381;2026-03-11\|12.55\|5.02\|12.35\|12.63\|12.12\|349039;2026-03-12\|13.81\|10.04\|13.81\|13.81\|13.54\|364247;2026-03-13\|12.43\|-9.99\|13.41\|13.60\|12.43\|831178;2026-03-16\|12.92\|3.94\|12.62\|13.57\|12.59\|662884;2026-03-17\|12.20\|-5.57\|12.64\|12.97\|12.17\|462452;2026-03-18\|11.90\|-2.46\|12.07\|12.19\|11.84\|314496;2026-03-19\|11.29\|-5.13\|11.83\|11.85\|11.20\|316223;2026-03-20\|10.89\|-3.54\|11.32\|11.40\|10.86\|258930;2026-03-23\|10.24\|-5.97\|10.68\|10.77\|10.10\|313615;2026-03-24\|10.37\|1.27\|10.40\|10.50\|9.92\|198378;2026-03-25\|10.60\|2.22\|10.43\|10.75\|10.37\|181279;2026-03-26\|10.50\|-0.94\|10.62\|10.80\|10.40\|124958;2026-03-27\|10.67\|1.62\|10.33\|10.82\|10.33\|147829;2026-03-30\|10.72\|0.47\|10.49\|10.74\|10.45\|153002;2026-03-31\|10.47\|-2.33\|10.71\|10.79\|10.44\|147271;2026-04-01\|10.57\|0.96\|10.70\|10.77\|10.52\|143199;2026-04-02\|10.36\|-1.99\|10.53\|10.57\|10.23\|130749;2026-04-03\|10.02\|-3.28\|10.36\|10.37\|9.97\|145243;2026-04-07\|10.39\|3.69\|10.04\|10.44\|10.03\|131366;2026-04-08\|10.68\|2.79\|10.65\|10.73\|10.47\|168329;2026-04-09\|10.65\|-0.28\|10.57\|10.76\|10.51\|151582;2026-04-10\|10.68\|0.28\|10.66\|10.82\|10.63\|119945;2026-04-13\|10.82\|1.31\|10.68\|10.94\|10.65\|209152;2026-04-14\|10.51\|-2.87\|10.82\|10.85\|10.38\|302232;2026-04-15\|10.06\|-4.28\|10.53\|10.58\|10.02\|296504;2026-04-16\|10.10\|0.40\|10.03\|10.19\|9.98\|196740;2026-04-17\|10.30\|1.98\|10.10\|10.38\|10.00\|281798;2026-04-20\|10.46\|1.55\|10.30\|10.63\|10.21\|226054;2026-04-21\|10.54\|0.76\|10.46\|10.73\|10.40\|197524;2026-04-22\|10.87\|3.13\|10.47\|10.95\|10.45\|304356;2026-04-23\|10.89\|0.18\|10.88\|11.15\|10.81\|259338;2026-04-24\|10.70\|-1.74\|10.84\|10.88\|10.60\|213082;2026-04-27\|10.85\|1.40\|10.69\|10.93\|10.47\|230651;2026-04-28\|10.86\|0.09\|10.83\|10.98\|10.56\|215392;2026-04-29\|10.95\|0.83\|10.75\|10.99\|10.69\|180840;2026-04-30\|11.34\|3.56\|11.12\|11.76\|11.12\|428773;2026-05-06\|11.57\|2.03\|11.36\|11.75\|11.30\|321615;2026-05-07\|11.52\|-0.43\|11.77\|11.83\|11.41\|229970;2026-05-08\|11.63\|0.95\|11.48\|11.86\|11.40\|243901;2026-05-11\|12.03\|3.44\|11.76\|12.04\|11.71\|362752;2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.46\|-5.21\|14.06\|14.35\|13.30\|332172;2026-07-14\|13.46\|0.00\|13.40\|13.65\|13.19\|327656;2026-07-15\|13.02\|-3.27\|13.65\|13.91\|12.98\|327650
111622	光纤价格暴涨交货期限延长至20周以上	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-03-05\|23.72\|3.13\|23.79\|24.48\|23.12\|503764;2026-03-06\|23.36\|-1.52\|23.78\|24.54\|23.10\|508968;2026-03-09\|22.06\|-5.57\|22.31\|22.58\|21.02\|450774;2026-03-10\|22.46\|1.81\|22.33\|22.88\|22.06\|333213;2026-03-11\|22.90\|1.96\|22.63\|24.05\|22.51\|385845;2026-03-12\|23.05\|0.66\|22.80\|23.20\|22.11\|317973;2026-03-13\|23.01\|-0.17\|22.38\|24.00\|22.19\|321033;2026-03-16\|25.31\|10.00\|23.60\|25.31\|23.60\|461949;2026-03-17\|22.85\|-9.72\|25.97\|26.06\|22.80\|621350;2026-03-18\|24.05\|5.25\|23.35\|24.18\|23.30\|438714;2026-03-19\|24.00\|-0.21\|23.95\|24.80\|23.50\|371866;2026-03-20\|23.08\|-3.83\|24.49\|24.50\|23.00\|366930;2026-03-23\|23.78\|3.03\|22.44\|25.00\|22.07\|568195;2026-03-24\|25.65\|7.86\|25.46\|26.16\|24.64\|776599;2026-03-25\|25.38\|-1.05\|26.00\|26.50\|24.90\|626641;2026-03-26\|23.81\|-6.19\|24.76\|25.27\|23.76\|398603;2026-03-27\|26.19\|10.00\|23.27\|26.19\|23.27\|417172;2026-03-30\|26.85\|2.52\|26.03\|26.96\|25.61\|597899;2026-03-31\|25.92\|-3.46\|26.34\|26.83\|25.61\|411319;2026-04-01\|26.30\|1.47\|26.85\|27.36\|25.15\|564761;2026-04-02\|24.81\|-5.67\|26.30\|26.78\|24.71\|460479;2026-04-03\|25.23\|1.69\|25.43\|26.30\|24.42\|451317;2026-04-07\|24.24\|-3.92\|25.35\|25.65\|23.78\|405185;2026-04-08\|26.19\|8.04\|24.99\|26.66\|24.86\|634382;2026-04-09\|25.39\|-3.05\|25.93\|26.20\|25.35\|373501;2026-04-10\|25.58\|0.75\|25.70\|26.66\|25.29\|366360;2026-04-13\|28.14\|10.01\|25.40\|28.14\|25.40\|423352;2026-04-14\|27.91\|-0.82\|28.58\|28.78\|27.62\|550036;2026-04-15\|27.15\|-2.72\|27.91\|28.21\|27.01\|366730;2026-04-16\|27.43\|1.03\|27.16\|28.19\|26.80\|407082;2026-04-17\|30.17\|9.99\|28.11\|30.17\|27.50\|628356;2026-04-20\|31.52\|4.47\|30.92\|32.58\|30.57\|664169;2026-04-21\|34.67\|9.99\|31.44\|34.67\|30.95\|477065;2026-04-22\|35.52\|2.45\|35.00\|36.30\|32.80\|777700;2026-04-23\|37.00\|4.17\|36.00\|37.55\|35.40\|812623;2026-04-24\|39.81\|7.59\|37.30\|40.70\|37.25\|927225;2026-04-27\|38.93\|-2.21\|40.91\|43.00\|38.30\|868378;2026-04-28\|36.20\|-7.01\|39.00\|39.20\|35.68\|671055;2026-04-29\|39.82\|10.00\|35.88\|39.82\|35.01\|681475;2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.31\|-6.34\|43.79\|44.29\|40.10\|275778
111621	光纤价格暴涨交货期限延长至20周以上	增持易缆微+CPO光芯片+南孚电池行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月27日互动易，近期公司对苏州易缆微的持股比例提升至8.51%，是其直接股东中唯一的上市公司和产业资本投资人，未来将适时加大投资力度。 2、据2026年1月26日互动易，苏州易缆微独创的硅光异质集成薄膜铌酸锂技术平台，适用于数据中心的高速高密度光电集成芯片和光学引擎，是实现数据中心1.6T/3.2T集成高性能光模块和光电共封装CPO的核心技术，具有平滑演进的技术优势、大幅降低功耗和运营成本的商业价值，已确立了数据中心硅光领域单波200Gbps、400Gbps光芯片的全球技术领先地位。 3、据2026年3月10日年报，公司核心资产南孚电池在国内碱性电池市场占据绝大部分零售份额，报告期内推出聚能环5代电池，新建碱性电池生产线实现“投产即满产”，OEM业务实现较快增长。	1、公司联合领投苏州易缆微3000万元，占股4.3%，布局1.6T/3.2T光模块核心芯片及CPO解决方案，加码光芯片赛道； 2、公司战略投资的苏州易缆微硅光异质集成薄膜铌酸锂芯片已为某航天系上市公司提供产品与服务	2026-03-05\|52.88\|3.67\|51.99\|53.49\|51.86\|101230;2026-03-06\|53.69\|1.53\|52.44\|55.30\|51.91\|72704;2026-03-09\|53.05\|-1.19\|52.00\|53.35\|50.88\|68126;2026-03-10\|55.89\|5.35\|54.10\|55.94\|53.03\|91897;2026-03-11\|58.09\|3.94\|55.89\|60.66\|55.51\|146945;2026-03-12\|56.26\|-3.15\|57.50\|59.88\|55.57\|120114;2026-03-13\|54.48\|-3.16\|56.18\|57.47\|54.45\|83061;2026-03-16\|53.78\|-1.28\|54.47\|55.59\|53.03\|93549;2026-03-17\|51.22\|-4.76\|53.78\|53.99\|51.16\|82661;2026-03-18\|49.90\|-2.58\|50.77\|51.48\|48.70\|103318;2026-03-19\|47.55\|-4.71\|48.91\|49.20\|47.36\|90037;2026-03-20\|49.53\|4.16\|48.28\|51.89\|48.00\|129035;2026-03-23\|46.40\|-6.32\|48.43\|49.00\|46.00\|83213;2026-03-24\|47.42\|2.20\|47.37\|48.18\|46.00\|60667;2026-03-25\|48.60\|2.49\|48.08\|50.60\|48.07\|81252;2026-03-26\|47.65\|-1.95\|48.12\|49.33\|47.45\|47146;2026-03-27\|48.03\|0.80\|47.03\|48.92\|46.61\|48845;2026-03-30\|47.66\|-0.77\|47.72\|48.00\|46.30\|53465;2026-03-31\|46.18\|-3.11\|48.00\|48.00\|45.93\|42905;2026-04-01\|47.46\|2.77\|47.48\|48.00\|46.87\|52155;2026-04-02\|48.40\|1.98\|47.00\|49.96\|46.90\|72848;2026-04-03\|48.27\|-0.27\|48.40\|50.10\|48.00\|61484;2026-04-07\|48.35\|0.17\|49.08\|49.20\|47.52\|40807;2026-04-08\|50.72\|4.90\|50.00\|50.75\|49.11\|70914;2026-04-09\|52.28\|3.08\|50.31\|53.88\|50.14\|95423;2026-04-10\|51.35\|-1.78\|52.00\|52.93\|51.18\|77481;2026-04-13\|51.28\|-0.14\|51.51\|53.22\|50.82\|80825;2026-04-14\|51.70\|0.82\|51.35\|52.05\|49.77\|72101;2026-04-15\|51.75\|0.10\|51.80\|53.50\|51.40\|102915;2026-04-16\|52.24\|0.95\|51.85\|52.58\|50.89\|60364;2026-04-17\|57.46\|9.99\|53.27\|57.46\|53.00\|159305;2026-04-20\|54.87\|-4.51\|57.00\|57.79\|54.39\|177814;2026-04-21\|55.82\|1.73\|55.84\|56.93\|54.83\|127913;2026-04-22\|58.10\|4.08\|55.03\|59.22\|55.03\|174989;2026-04-23\|56.36\|-2.99\|57.54\|59.00\|55.88\|108400;2026-04-24\|54.79\|-2.79\|56.33\|57.15\|54.24\|80763;2026-04-27\|57.41\|4.78\|55.34\|59.48\|55.34\|119306;2026-04-28\|57.42\|0.02\|57.01\|58.63\|55.81\|102523;2026-04-29\|41.08\|3.95\|40.00\|42.27\|39.53\|208725;2026-04-30\|41.50\|1.02\|41.12\|42.51\|40.20\|191279;2026-05-06\|42.39\|2.14\|42.19\|43.34\|41.50\|182551;2026-05-07\|46.63\|10.00\|42.00\|46.63\|40.93\|242254;2026-05-08\|48.98\|5.04\|45.09\|49.36\|45.00\|282757;2026-05-11\|48.92\|-0.12\|50.00\|52.93\|48.72\|348932;2026-05-12\|48.56\|-0.74\|48.73\|49.93\|47.19\|205583;2026-05-13\|51.84\|6.75\|48.00\|53.42\|47.74\|357125;2026-05-14\|51.50\|-0.66\|53.00\|53.80\|51.50\|257929;2026-05-15\|49.90\|-3.11\|51.92\|52.93\|49.47\|207505;2026-05-18\|54.89\|10.00\|49.11\|54.89\|48.90\|195659;2026-05-19\|56.98\|3.81\|54.35\|57.28\|53.28\|312142;2026-05-20\|56.84\|-0.25\|54.50\|56.99\|53.73\|251716;2026-05-21\|51.17\|-9.98\|56.31\|56.99\|51.16\|280644;2026-05-22\|55.91\|9.26\|51.16\|56.29\|51.10\|247950;2026-05-25\|54.98\|-1.66\|56.80\|56.80\|53.50\|162318;2026-05-26\|53.13\|-3.36\|56.45\|57.50\|51.90\|202623;2026-05-27\|52.76\|-0.70\|52.54\|55.30\|50.60\|231142;2026-05-28\|58.04\|10.01\|52.00\|58.04\|51.00\|255326;2026-05-29\|60.10\|3.55\|59.40\|62.50\|58.99\|339821;2026-06-01\|58.00\|-3.49\|61.71\|64.09\|57.76\|358553;2026-06-02\|61.83\|6.60\|58.14\|62.97\|56.87\|294189;2026-06-03\|63.26\|2.31\|62.00\|63.66\|60.50\|300118;2026-06-04\|60.95\|-3.65\|60.50\|64.51\|60.18\|211447;2026-06-05\|57.52\|-5.63\|60.06\|61.36\|57.07\|203483;2026-06-08\|54.34\|-5.53\|53.48\|56.50\|53.02\|215432;2026-06-09\|56.35\|3.70\|55.11\|56.80\|53.61\|172883;2026-06-10\|53.90\|-4.35\|54.88\|55.10\|52.88\|138898;2026-06-11\|51.60\|-4.27\|53.04\|54.30\|51.22\|168060;2026-06-12\|50.83\|-1.49\|52.98\|53.78\|50.65\|139699;2026-06-15\|53.85\|5.94\|51.31\|54.44\|51.00\|147009;2026-06-16\|53.24\|-1.13\|53.85\|55.11\|52.50\|170176;2026-06-17\|52.85\|-0.73\|52.93\|54.25\|52.00\|172764;2026-06-18\|50.01\|-5.37\|52.70\|52.92\|49.55\|265123;2026-06-22\|51.30\|2.58\|50.82\|52.16\|49.29\|216554;2026-06-23\|53.45\|4.19\|50.94\|53.89\|48.32\|254319;2026-06-24\|53.50\|0.09\|52.58\|54.99\|52.10\|244063;2026-06-25\|57.82\|8.07\|54.00\|58.85\|53.41\|389741;2026-06-26\|52.04\|-10.00\|56.97\|57.50\|52.04\|273056;2026-06-29\|51.85\|-0.37\|50.90\|53.30\|47.77\|272647;2026-06-30\|53.25\|2.70\|50.80\|55.30\|50.01\|228741;2026-07-01\|50.55\|-5.07\|52.80\|54.83\|50.25\|219112;2026-07-02\|54.14\|7.10\|49.80\|55.61\|48.55\|344745;2026-07-03\|52.82\|-2.44\|55.00\|55.90\|52.20\|232805;2026-07-06\|48.65\|-7.89\|53.88\|54.02\|48.58\|200665;2026-07-07\|46.44\|-4.54\|48.88\|48.88\|45.61\|136330;2026-07-08\|46.00\|-0.95\|46.84\|47.85\|43.98\|135582;2026-07-09\|47.40\|3.04\|46.10\|47.50\|44.00\|127311;2026-07-10\|47.67\|0.57\|49.15\|50.65\|47.53\|182811;2026-07-13\|50.74\|6.44\|49.60\|52.28\|49.19\|270109;2026-07-14\|50.88\|0.28\|50.56\|51.03\|48.27\|164912;2026-07-15\|51.30\|0.83\|52.88\|54.33\|50.00\|210015
111620	光纤价格暴涨交货期限延长至20周以上	光通信测试+AI眼镜+测量仪器行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司拟收购伽蓝特100%股权，后者专注光通信模块和光芯片测试	2026-03-05\|32.46\|-4.59\|34.06\|34.49\|31.47\|278282;2026-03-06\|34.40\|5.98\|31.79\|35.06\|31.57\|270726;2026-03-09\|35.60\|3.49\|32.53\|36.60\|32.53\|236343;2026-03-10\|36.78\|3.31\|36.36\|37.68\|35.66\|230288;2026-03-11\|37.75\|2.64\|37.44\|38.87\|36.82\|214573;2026-03-12\|36.41\|-3.55\|37.51\|38.03\|36.03\|152505;2026-03-13\|35.14\|-3.49\|36.36\|36.70\|35.00\|132248;2026-03-16\|38.65\|9.99\|35.50\|38.65\|35.29\|139961;2026-03-17\|37.91\|-1.91\|38.66\|40.28\|37.16\|229776;2026-03-18\|38.23\|0.84\|38.54\|39.06\|37.18\|160255;2026-03-19\|39.05\|2.14\|37.88\|39.59\|36.10\|200503;2026-03-20\|37.22\|-4.69\|38.72\|39.85\|37.15\|161250;2026-03-23\|35.70\|-4.08\|36.98\|37.20\|34.11\|141508;2026-03-24\|38.49\|7.82\|36.70\|38.65\|35.01\|108294;2026-03-25\|40.51\|5.25\|39.16\|41.85\|38.66\|132367;2026-03-26\|39.31\|-2.96\|40.23\|41.43\|38.98\|83522;2026-03-27\|39.80\|1.25\|38.38\|41.09\|37.52\|96951;2026-03-30\|43.78\|10.00\|39.80\|43.78\|39.00\|78855;2026-03-31\|42.10\|-3.84\|44.02\|44.92\|39.60\|180210;2026-04-01\|45.12\|7.17\|42.69\|46.31\|41.26\|239711;2026-04-02\|41.90\|-7.14\|44.78\|45.49\|41.33\|181963;2026-04-03\|46.09\|10.00\|42.38\|46.09\|42.38\|120528;2026-04-07\|50.70\|10.00\|47.72\|50.70\|46.80\|208135;2026-04-08\|52.86\|4.26\|55.00\|55.16\|49.70\|229019;2026-04-09\|55.68\|5.33\|53.15\|57.40\|51.30\|193891;2026-04-10\|53.01\|-4.80\|56.79\|56.99\|51.50\|186109;2026-04-13\|58.31\|10.00\|53.03\|58.31\|53.03\|88471;2026-04-14\|64.14\|10.00\|59.60\|64.14\|59.60\|163984;2026-04-15\|70.54\|9.98\|68.43\|70.55\|67.90\|259681;2026-04-16\|66.47\|-5.77\|70.91\|72.50\|63.72\|315081;2026-04-17\|73.12\|10.00\|66.40\|73.12\|66.00\|193449;2026-04-20\|78.00\|6.67\|75.18\|79.56\|73.00\|267718;2026-04-21\|82.20\|5.38\|76.12\|84.22\|76.00\|191201;2026-04-22\|81.22\|-1.19\|81.44\|83.60\|78.69\|193161;2026-04-23\|75.90\|-6.55\|80.00\|80.13\|73.10\|219597;2026-04-24\|82.29\|8.42\|78.39\|83.49\|74.50\|261969;2026-04-27\|80.90\|-1.69\|79.68\|81.93\|77.00\|192510;2026-04-28\|85.06\|5.14\|79.20\|87.20\|77.66\|182755;2026-04-29\|81.35\|-4.36\|84.00\|84.98\|78.66\|194596;2026-04-30\|79.94\|-1.73\|81.06\|84.70\|77.00\|180321;2026-05-06\|75.82\|-5.15\|80.35\|80.40\|74.77\|178279;2026-05-07\|83.40\|10.00\|76.32\|83.40\|74.26\|193726;2026-05-08\|84.14\|0.89\|82.03\|85.79\|78.52\|161766;2026-05-11\|85.13\|1.18\|85.00\|88.00\|80.10\|160644;2026-05-12\|82.50\|-3.09\|86.82\|87.50\|81.22\|138473;2026-05-13\|86.06\|4.32\|81.75\|87.49\|80.28\|134349;2026-05-14\|94.67\|10.00\|87.61\|94.67\|82.39\|165788;2026-05-15\|96.27\|1.69\|96.00\|104.00\|92.77\|217579;2026-05-18\|105.90\|10.00\|94.03\|105.90\|94.03\|129471;2026-05-19\|103.65\|-2.12\|104.74\|107.22\|97.49\|198296;2026-05-20\|111.02\|7.11\|102.46\|112.88\|95.59\|181190;2026-05-21\|105.80\|-4.70\|112.81\|114.91\|100.00\|166784;2026-05-22\|116.38\|10.00\|103.90\|116.38\|102.92\|154007;2026-05-25\|128.02\|10.00\|121.23\|128.02\|121.01\|119840;2026-05-26\|115.50\|-9.78\|133.55\|133.55\|115.22\|218482;2026-05-27\|117.72\|1.92\|111.01\|123.00\|107.67\|181374;2026-05-28\|113.60\|-3.50\|117.39\|117.39\|106.16\|153654;2026-05-29\|109.22\|-3.86\|115.66\|116.55\|107.25\|138600;2026-06-01\|101.93\|-6.67\|108.35\|109.20\|101.30\|120951;2026-06-02\|112.12\|10.00\|101.00\|112.12\|99.81\|97230;2026-06-03\|122.39\|9.16\|118.68\|123.33\|117.77\|152330;2026-06-04\|127.20\|3.93\|123.46\|130.10\|120.87\|155723;2026-06-05\|125.09\|-1.66\|129.68\|132.56\|124.28\|126321;2026-06-08\|118.00\|-5.67\|118.60\|123.60\|116.00\|91774;2026-06-09\|120.02\|1.71\|119.00\|125.00\|118.23\|106091;2026-06-10\|116.62\|-2.83\|119.19\|120.35\|113.20\|99795;2026-06-11\|116.81\|0.16\|115.12\|120.19\|114.11\|87998;2026-06-12\|106.81\|-8.56\|119.16\|121.93\|106.42\|144023;2026-06-15\|112.98\|5.78\|110.01\|116.88\|106.00\|128932;2026-06-16\|122.60\|8.51\|114.40\|124.28\|107.88\|180540;2026-06-17\|125.55\|2.41\|118.27\|126.80\|118.27\|135989;2026-06-18\|131.35\|4.62\|126.01\|135.95\|126.00\|108222;2026-06-22\|118.23\|-9.99\|130.73\|131.30\|118.22\|159572;2026-06-23\|113.95\|-3.62\|115.11\|119.36\|113.10\|89396;2026-06-24\|112.57\|-1.21\|112.95\|115.00\|108.80\|96936;2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422;2026-07-14\|92.85\|6.98\|86.66\|93.06\|85.10\|79538;2026-07-15\|102.14\|10.01\|102.14\|102.14\|101.45\|50447
111619	光纤价格暴涨交货期限延长至20周以上	光通信设备+半导体设备+AI算力行业原因： 1、据上证报5月22日报道，AI数据中心建设推动光纤价格一年涨6倍，G.652.D光纤现货价已破100元/芯公里，供需紧张持续。 2、兴业证券5月17日研报指出，800G/1.6T光模块需求有望再超预期，AI算力扩张驱动光通信产业链高景气。公司原因： 1、据2026年5月20日互动易，公司在光通信半导体领域布局了芯片外观检测、巴条排列与拆分、芯片摆盘、共晶固晶及光模块自动化线等装备，并围绕CPO相关耦合、测试和高精度固晶设备开展技术储备和研发验证。 2、据2026年5月21日互动易，公司在光芯片、光器件、光模块等产业链客户包括源杰科技、华为海思、长光华芯、中际旭创、菲尼萨、永鼎股份、剑桥科技等。	1、公司在光通讯设备领域已形成包括摆盘、AOI检测、固晶等产品系列，并持续面向高速率（含CPO/硅光）技术迭代； 2、公司依托精密机械加工制造能力，持续加大在机器人相关领域的研发与应用投入，在机器人相关领域主要开展零部件加工与制造业务	2026-03-05\|87.38\|3.41\|88.01\|91.00\|82.51\|77131;2026-03-06\|90.50\|3.57\|84.27\|93.99\|81.08\|94498;2026-03-09\|87.51\|-3.30\|85.01\|90.87\|78.50\|85274;2026-03-10\|89.91\|2.74\|88.70\|92.56\|86.72\|71301;2026-03-11\|86.36\|-3.95\|89.92\|94.99\|86.33\|80568;2026-03-12\|84.44\|-2.22\|87.63\|87.65\|83.50\|43517;2026-03-13\|80.11\|-5.13\|82.64\|84.38\|80.10\|46581;2026-03-16\|81.58\|1.83\|80.00\|82.22\|77.33\|37831;2026-03-17\|75.49\|-7.47\|81.29\|81.29\|75.02\|43026;2026-03-18\|77.58\|2.77\|76.39\|78.65\|76.00\|31013;2026-03-19\|77.66\|0.10\|76.54\|81.41\|76.50\|39800;2026-03-20\|84.33\|8.59\|80.37\|92.32\|80.37\|103763;2026-03-23\|78.42\|-7.01\|81.07\|83.00\|78.10\|64625;2026-03-24\|82.86\|5.66\|81.19\|85.49\|79.88\|64685;2026-03-25\|87.55\|5.66\|87.05\|91.88\|85.30\|75533;2026-03-26\|95.35\|8.91\|87.17\|100.87\|85.00\|115014;2026-03-27\|93.23\|-2.22\|94.02\|95.87\|89.06\|71617;2026-03-30\|92.42\|-0.87\|91.15\|93.96\|90.91\|48192;2026-03-31\|86.00\|-6.95\|89.52\|89.99\|84.71\|56174;2026-04-01\|103.20\|20.00\|89.93\|103.20\|88.89\|109256;2026-04-02\|103.31\|0.11\|102.10\|106.29\|99.66\|112180;2026-04-03\|114.62\|10.95\|105.81\|117.50\|103.55\|127585;2026-04-07\|118.26\|3.18\|116.92\|129.80\|115.50\|128816;2026-04-08\|120.55\|1.94\|122.06\|123.29\|116.80\|122609;2026-04-09\|117.75\|-2.32\|117.85\|121.27\|114.65\|99981;2026-04-10\|114.02\|-3.17\|117.44\|118.78\|113.01\|86019;2026-04-13\|122.74\|7.65\|116.08\|129.79\|116.08\|114063;2026-04-14\|122.70\|-0.03\|123.71\|127.71\|121.65\|81389;2026-04-15\|121.08\|-1.32\|123.04\|127.13\|120.25\|60304;2026-04-16\|121.15\|0.06\|121.11\|122.80\|117.80\|61683;2026-04-17\|120.80\|-0.29\|121.69\|124.78\|115.61\|96645;2026-04-20\|117.13\|-3.04\|118.47\|120.00\|115.50\|76165;2026-04-21\|118.63\|1.28\|115.37\|119.35\|114.12\|63375;2026-04-22\|125.24\|5.57\|117.80\|131.40\|116.18\|96492;2026-04-23\|117.01\|-6.57\|123.55\|124.77\|115.28\|88077;2026-04-24\|113.58\|-2.93\|117.39\|122.57\|112.58\|51389;2026-04-27\|115.14\|1.37\|114.00\|117.00\|112.00\|49402;2026-04-28\|114.70\|-0.38\|113.10\|118.49\|109.60\|58369;2026-04-29\|111.84\|-2.49\|110.88\|119.80\|110.00\|54017;2026-04-30\|115.08\|2.90\|111.93\|118.63\|111.01\|59254;2026-05-06\|116.50\|1.23\|115.61\|117.88\|113.08\|63997;2026-05-07\|121.50\|4.29\|117.48\|121.88\|114.17\|81188;2026-05-08\|127.26\|4.74\|116.00\|128.74\|113.20\|98570;2026-05-11\|126.81\|-0.35\|127.48\|128.99\|120.88\|83732;2026-05-12\|121.85\|-3.91\|126.20\|129.99\|120.15\|61246;2026-05-13\|129.42\|6.21\|120.43\|129.80\|120.43\|73340;2026-05-14\|121.23\|-6.33\|128.01\|134.49\|121.08\|72043;2026-05-15\|118.00\|-2.66\|120.55\|125.80\|115.74\|51930;2026-05-18\|118.60\|0.51\|116.98\|122.98\|115.83\|39146;2026-05-19\|117.64\|-0.81\|117.02\|119.65\|113.16\|36202;2026-05-20\|124.19\|5.57\|116.60\|124.87\|114.32\|52936;2026-05-21\|113.50\|-8.61\|124.00\|125.00\|112.00\|53928;2026-05-22\|136.20\|20.00\|115.50\|136.20\|114.98\|110271;2026-05-25\|149.00\|9.40\|144.00\|150.99\|138.96\|103827;2026-05-26\|144.50\|-3.02\|148.00\|153.90\|136.18\|92417;2026-05-27\|135.42\|-6.28\|143.06\|146.00\|131.41\|67353;2026-05-28\|135.18\|-0.18\|134.00\|136.66\|132.29\|50926;2026-05-29\|125.58\|-7.10\|135.70\|142.85\|122.20\|76137;2026-06-01\|117.05\|-6.79\|125.69\|128.99\|116.88\|46393;2026-06-02\|133.08\|13.70\|118.60\|135.00\|118.20\|75301;2026-06-03\|91.09\|-3.95\|96.50\|97.92\|89.00\|100565;2026-06-04\|92.84\|1.92\|89.07\|94.88\|88.86\|63673;2026-06-05\|86.52\|-6.81\|88.14\|89.93\|85.88\|71338;2026-06-08\|83.00\|-4.07\|80.00\|83.71\|79.80\|53119;2026-06-09\|87.42\|5.33\|84.00\|88.24\|81.30\|57705;2026-06-10\|85.30\|-2.43\|85.91\|86.22\|83.01\|40032;2026-06-11\|82.21\|-3.62\|84.17\|86.58\|81.23\|31881;2026-06-12\|78.45\|-4.57\|84.50\|85.50\|77.62\|45960;2026-06-15\|91.38\|16.48\|79.68\|93.70\|79.40\|91560;2026-06-16\|106.92\|17.01\|92.61\|109.00\|91.51\|118073;2026-06-17\|111.00\|3.82\|106.00\|113.67\|104.78\|91343;2026-06-18\|113.00\|1.80\|110.31\|113.62\|107.66\|68001;2026-06-22\|110.01\|-2.65\|112.79\|113.00\|105.55\|56743;2026-06-23\|107.00\|-2.74\|110.02\|111.85\|104.81\|45790;2026-06-24\|113.02\|5.63\|108.07\|115.59\|106.11\|56897;2026-06-25\|110.90\|-1.88\|112.10\|118.50\|109.19\|55186;2026-06-26\|104.58\|-5.70\|110.36\|110.89\|103.88\|43184;2026-06-29\|105.01\|0.41\|106.00\|107.00\|96.06\|62045;2026-06-30\|116.01\|10.48\|110.56\|120.55\|110.01\|82121;2026-07-01\|119.54\|3.04\|115.21\|130.99\|114.58\|72974;2026-07-02\|111.58\|-6.66\|114.67\|119.00\|111.01\|48695;2026-07-03\|104.43\|-6.41\|110.90\|112.00\|104.00\|43176;2026-07-06\|100.29\|-3.96\|105.09\|105.85\|97.77\|35593;2026-07-07\|95.61\|-4.67\|99.99\|100.54\|93.20\|35002;2026-07-08\|92.02\|-3.75\|97.52\|98.75\|90.30\|32685;2026-07-09\|95.50\|3.78\|94.75\|95.58\|88.70\|38447;2026-07-10\|92.71\|-2.92\|98.01\|102.74\|92.26\|68377;2026-07-13\|85.56\|-7.71\|91.32\|93.53\|85.26\|53378;2026-07-14\|87.85\|2.68\|87.77\|88.66\|82.99\|34691;2026-07-15\|81.60\|-7.11\|89.62\|89.98\|81.00\|38221
111618	光纤价格暴涨交货期限延长至20周以上	TOD轨道物业+拟剥离地产+北京国资行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2026年4月21日公告，公司拟与控股股东北京市基础设施投资有限公司联合竞标或竞买轨道交通上盖及沿线物业项目，地价及营运资金总额度不超70亿元，继续深耕TOD轨道物业开发。 2、据2026年3月16日公告，公司筹划将房地产开发业务相关资产及负债整体转让给控股股东，交易完成后将不再从事传统房地产开发，构成重大资产重组。 3、据2026年4月21日公司2025年年度报告及同日公告，公司实际控制人为北京市人民政府国有资产监督管理委员会，控股股东京投公司为北京市人民政府国有资产监督管理委员会出资设立的国有独资公司。	公司筹划收购西安奇芯光电股权，标的从事光电子器件制造	2026-03-05\|6.90\|-1.85\|7.07\|7.15\|6.79\|248593;2026-03-06\|7.01\|1.59\|6.90\|7.10\|6.85\|205876;2026-03-09\|7.16\|2.14\|6.89\|7.35\|6.89\|345865;2026-03-10\|7.30\|1.96\|7.15\|7.60\|7.02\|329000;2026-03-11\|7.46\|2.19\|7.39\|7.75\|6.90\|586771;2026-03-12\|7.96\|6.70\|7.46\|8.07\|7.38\|581591;2026-03-13\|8.76\|10.05\|7.91\|8.76\|7.80\|433776;2026-03-16\|9.64\|10.05\|9.58\|9.64\|9.03\|243900;2026-03-17\|10.60\|9.96\|10.60\|10.60\|10.28\|456800;2026-03-18\|10.64\|0.38\|11.00\|11.37\|10.13\|1012542;2026-03-19\|9.87\|-7.24\|10.20\|10.44\|9.58\|673968;2026-03-20\|10.86\|10.03\|9.27\|10.86\|9.27\|495206;2026-03-23\|10.54\|-2.95\|10.50\|11.28\|10.40\|688875;2026-03-24\|10.88\|3.23\|10.80\|11.47\|10.20\|530964;2026-03-25\|11.01\|1.19\|11.10\|11.35\|10.71\|566216;2026-03-26\|10.49\|-4.72\|11.12\|11.18\|10.43\|459355;2026-03-27\|10.33\|-1.53\|10.29\|10.53\|10.02\|368053;2026-03-30\|10.12\|-2.03\|10.24\|10.30\|9.30\|325450;2026-03-31\|9.76\|-3.56\|10.27\|10.36\|9.68\|260344;2026-04-01\|9.62\|-1.43\|9.74\|9.85\|9.36\|294990;2026-04-02\|9.40\|-2.29\|9.69\|9.69\|9.26\|182286;2026-04-03\|8.98\|-4.47\|9.44\|9.44\|8.77\|235779;2026-04-07\|8.65\|-3.67\|8.97\|9.23\|8.49\|263472;2026-04-08\|8.92\|3.12\|8.75\|8.94\|8.60\|198022;2026-04-09\|9.07\|1.68\|8.84\|9.14\|8.68\|196317;2026-04-10\|9.00\|-0.77\|9.07\|9.18\|8.91\|181170;2026-04-13\|8.94\|-0.67\|8.91\|9.29\|8.86\|199727;2026-04-14\|9.01\|0.78\|9.11\|9.30\|8.94\|240974;2026-04-15\|9.91\|9.99\|9.08\|9.91\|8.91\|293130;2026-04-16\|10.90\|9.99\|10.40\|10.90\|10.20\|242846;2026-04-17\|11.99\|10.00\|11.98\|11.99\|11.68\|272945;2026-04-20\|12.05\|0.50\|12.51\|12.51\|11.21\|764600;2026-04-21\|11.95\|-0.83\|11.96\|12.47\|11.43\|446468;2026-04-22\|13.15\|10.04\|12.14\|13.15\|11.65\|345609;2026-04-23\|13.30\|1.14\|13.50\|13.75\|13.10\|467557;2026-04-24\|13.71\|3.08\|13.30\|14.35\|13.23\|452779;2026-04-27\|13.56\|-1.09\|13.50\|13.87\|12.80\|313889;2026-04-28\|13.44\|-0.89\|13.68\|13.95\|13.31\|204111;2026-04-29\|13.71\|2.01\|13.59\|13.95\|13.22\|252091;2026-04-30\|14.50\|5.76\|14.00\|15.08\|14.00\|428958;2026-05-06\|14.97\|3.24\|15.23\|15.45\|14.26\|406814;2026-05-07\|15.66\|4.61\|15.27\|15.90\|14.71\|368454;2026-05-08\|17.23\|10.03\|15.82\|17.23\|15.82\|352243;2026-05-11\|18.95\|9.98\|18.95\|18.95\|18.30\|482732;2026-05-12\|20.85\|10.03\|20.80\|20.85\|18.39\|850490;2026-05-13\|19.26\|-7.63\|20.80\|21.83\|18.78\|788303;2026-05-14\|17.70\|-8.10\|18.69\|18.69\|17.60\|598116;2026-05-15\|16.82\|-4.97\|17.73\|17.80\|16.52\|410815;2026-05-18\|16.62\|-1.19\|16.33\|16.98\|15.72\|471309;2026-05-19\|16.62\|0.00\|16.71\|17.91\|16.50\|498869;2026-05-20\|16.02\|-3.61\|16.52\|16.62\|15.68\|344281;2026-05-21\|14.51\|-9.43\|15.93\|16.00\|14.50\|413248;2026-05-22\|15.96\|9.99\|14.95\|15.96\|14.37\|253119;2026-05-25\|16.56\|3.76\|16.76\|17.36\|15.76\|517742;2026-05-26\|17.00\|2.66\|16.41\|17.20\|16.30\|462843;2026-05-27\|16.34\|-3.88\|16.70\|17.08\|16.01\|354244;2026-05-28\|16.12\|-1.35\|16.35\|16.94\|15.76\|278014;2026-05-29\|15.20\|-5.71\|16.30\|16.35\|14.93\|292404;2026-06-01\|14.43\|-5.07\|14.96\|15.07\|14.31\|259036;2026-06-02\|14.21\|-1.52\|14.43\|14.59\|13.88\|205616;2026-06-03\|15.63\|9.99\|14.15\|15.63\|13.96\|244790;2026-06-04\|15.06\|-3.65\|15.63\|16.16\|14.92\|336487;2026-06-05\|15.48\|2.79\|15.23\|15.84\|14.68\|350270;2026-06-08\|14.64\|-5.43\|15.10\|15.36\|14.34\|214265;2026-06-09\|14.30\|-2.32\|14.99\|15.08\|14.16\|216774;2026-06-10\|13.35\|-6.64\|14.23\|14.30\|13.30\|313117;2026-06-11\|12.63\|-5.39\|13.11\|13.40\|12.40\|340620;2026-06-12\|12.38\|-1.98\|12.80\|13.45\|12.36\|227287;2026-06-15\|12.57\|1.53\|12.00\|12.72\|12.00\|211840;2026-06-16\|12.74\|1.35\|12.62\|12.89\|12.27\|176442;2026-06-17\|12.69\|-0.39\|12.61\|12.97\|12.54\|164379;2026-06-18\|13.63\|7.41\|12.78\|13.96\|12.50\|403783;2026-06-22\|12.78\|-6.24\|13.40\|14.12\|12.50\|375780;2026-06-23\|12.84\|0.47\|12.73\|13.28\|12.50\|217010;2026-06-24\|12.96\|0.93\|12.80\|13.09\|12.41\|197081;2026-06-25\|12.17\|-6.10\|12.96\|12.98\|12.05\|210283;2026-06-26\|11.31\|-7.07\|12.12\|12.12\|11.30\|215209;2026-06-29\|10.93\|-3.36\|11.66\|11.66\|10.80\|213093;2026-06-30\|11.50\|5.21\|10.85\|11.97\|10.75\|220100;2026-07-01\|11.47\|-0.26\|11.50\|11.73\|11.27\|147686;2026-07-02\|11.49\|0.17\|11.41\|11.90\|11.20\|199531;2026-07-03\|11.58\|0.78\|11.50\|11.95\|11.40\|148952;2026-07-06\|11.20\|-3.28\|11.50\|11.75\|11.11\|121274;2026-07-07\|10.58\|-5.54\|11.25\|11.33\|10.46\|137169;2026-07-08\|10.34\|-2.27\|10.69\|10.75\|10.24\|114231;2026-07-09\|10.50\|1.55\|10.40\|10.53\|10.03\|125441;2026-07-10\|10.35\|-1.43\|10.55\|10.65\|10.30\|140948;2026-07-13\|9.35\|-9.66\|10.57\|10.57\|9.32\|191513;2026-07-14\|9.58\|2.46\|9.50\|9.58\|9.00\|199031;2026-07-15\|9.45\|-1.36\|9.58\|9.80\|9.33\|144176
111617	光纤价格暴涨交货期限延长至20周以上	AI光学+CPO硅透镜+AR眼镜+消费电子行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月25日互动易，光通信行业在AI算力驱动下上游光学元件供需偏紧，公司AI光学业务紧抓算力基础设施、数据中心建设行业机遇，相关产品有望年内实现交付；据2025年年报，公司CPO共封装-硅透镜研发项目正在开发中，目标满足800G/1.6T光模块及未来AI集群光互连需求。 2、据2026年5月21日投资者关系活动记录表，AR光学是公司第二成长曲线，以核心GWG反射光波导技术为根基，同步拓展SRG、VHG等技术体系，已与北美行业头部客户建立深度战略合作关系，产线建设稳步推进。 3、据2026年5月21日投资者关系活动记录表，公司第一成长曲线消费电子与车载光学经营稳健，2026年核心增量来自北美大客户手机摄像头光学升级供应新品，涂布滤光片自2025年量产突破后份额稳步提升。	1、公司已将AI光学列为第三成长曲线，CPO共封装硅透镜项目正开发，目标切入800G/1.6T光模块及AI集群光互连； 2、公司的光学零组件产品广泛用于各型号智能手机的成像和感知系统，而AI手机同样具备该类系统，其产品可满足AI手机成像与感知相关需求	2026-03-05\|27.19\|3.62\|26.84\|27.76\|26.79\|505289;2026-03-06\|27.69\|1.84\|26.88\|27.75\|26.30\|461137;2026-03-09\|25.80\|-6.83\|26.81\|26.85\|25.20\|758220;2026-03-10\|26.44\|2.48\|26.31\|26.75\|25.99\|492675;2026-03-11\|25.90\|-2.04\|26.41\|26.91\|25.88\|376142;2026-03-12\|25.71\|-0.73\|25.86\|26.49\|25.50\|376561;2026-03-13\|27.62\|7.43\|25.51\|28.28\|25.41\|1306769;2026-03-16\|26.03\|-5.76\|27.35\|27.35\|25.80\|795979;2026-03-17\|24.62\|-5.42\|26.20\|26.27\|24.62\|627979;2026-03-18\|25.36\|3.01\|24.63\|25.40\|24.32\|427140;2026-03-19\|25.39\|0.12\|24.96\|26.10\|24.71\|456246;2026-03-20\|24.83\|-2.21\|25.46\|26.62\|24.80\|621642;2026-03-23\|23.56\|-5.11\|24.40\|24.83\|23.40\|545043;2026-03-24\|23.81\|1.06\|24.00\|24.03\|23.01\|403782;2026-03-25\|24.21\|1.68\|23.99\|24.77\|23.90\|331367;2026-03-26\|23.41\|-3.30\|24.11\|24.14\|23.27\|287350;2026-03-27\|23.16\|-1.07\|23.00\|23.54\|22.77\|276197;2026-03-30\|22.38\|-3.37\|22.60\|22.67\|21.88\|429678;2026-03-31\|22.04\|-1.52\|22.37\|22.68\|22.01\|269538;2026-04-01\|23.22\|5.35\|22.50\|23.30\|22.27\|408141;2026-04-02\|24.84\|6.98\|23.20\|25.54\|23.00\|1300775;2026-04-03\|24.88\|0.16\|25.21\|25.55\|24.34\|652638;2026-04-07\|25.62\|2.97\|25.01\|26.15\|25.01\|585364;2026-04-08\|28.18\|9.99\|26.25\|28.18\|26.10\|1225649;2026-04-09\|30.11\|6.85\|28.58\|30.55\|28.23\|1496376;2026-04-10\|29.88\|-0.76\|30.08\|30.42\|29.30\|929794;2026-04-13\|30.27\|1.31\|29.57\|31.34\|29.57\|872527;2026-04-14\|30.01\|-0.86\|30.26\|30.46\|29.55\|603599;2026-04-15\|29.03\|-3.27\|30.17\|30.17\|28.83\|595274;2026-04-16\|29.45\|1.45\|29.27\|29.83\|28.26\|860952;2026-04-17\|29.04\|-1.39\|29.70\|29.74\|28.68\|601362;2026-04-20\|31.18\|7.37\|30.01\|31.94\|29.33\|1285025;2026-04-21\|32.39\|3.88\|31.00\|33.00\|30.39\|1176272;2026-04-22\|33.07\|2.10\|32.38\|33.33\|32.02\|770543;2026-04-23\|33.48\|1.24\|34.58\|34.99\|32.77\|1066870;2026-04-24\|32.10\|-4.12\|33.35\|33.80\|31.40\|934642;2026-04-27\|32.85\|2.34\|32.43\|33.66\|32.32\|681727;2026-04-28\|31.63\|-3.71\|32.56\|32.70\|31.42\|626129;2026-04-29\|33.33\|5.37\|31.43\|33.93\|30.99\|706815;2026-04-30\|33.00\|-0.99\|34.74\|34.84\|32.69\|559201;2026-05-06\|33.19\|0.58\|33.37\|34.10\|33.08\|626956;2026-05-07\|35.06\|5.63\|33.46\|35.65\|32.62\|788287;2026-05-08\|36.17\|3.17\|34.41\|36.17\|33.88\|751510;2026-05-11\|37.74\|4.34\|38.00\|38.80\|36.86\|1250093;2026-05-12\|37.99\|0.66\|38.18\|39.80\|37.50\|951352;2026-05-13\|39.38\|3.66\|37.96\|39.58\|37.10\|797179;2026-05-14\|38.81\|-1.45\|39.00\|40.30\|38.23\|799178;2026-05-15\|38.00\|-2.09\|39.47\|40.12\|37.20\|807034;2026-05-18\|37.30\|-1.84\|37.91\|37.98\|36.55\|664292;2026-05-19\|38.54\|3.32\|37.33\|38.80\|35.70\|787567;2026-05-20\|39.70\|3.01\|39.07\|40.19\|38.10\|743428;2026-05-21\|36.67\|-7.63\|39.77\|41.93\|36.42\|1469169;2026-05-22\|40.34\|10.01\|38.00\|40.34\|37.15\|1097994;2026-05-25\|40.14\|-0.50\|40.61\|40.70\|38.22\|1162627;2026-05-26\|39.30\|-2.09\|40.04\|40.47\|38.36\|759193;2026-05-27\|42.05\|7.00\|39.30\|42.88\|39.00\|1253273;2026-05-28\|43.73\|4.00\|42.10\|44.30\|41.69\|962280;2026-05-29\|39.36\|-9.99\|43.75\|43.79\|39.36\|1059853;2026-06-01\|36.53\|-7.19\|38.52\|39.27\|36.19\|1001892;2026-06-02\|37.27\|2.03\|36.90\|38.06\|35.50\|736854;2026-06-03\|36.85\|-0.59\|37.38\|38.61\|36.10\|824728;2026-06-04\|37.18\|0.90\|35.90\|37.59\|35.70\|684697;2026-06-05\|36.22\|-2.58\|36.77\|37.99\|35.10\|728733;2026-06-08\|34.23\|-5.49\|34.48\|36.19\|34.08\|720478;2026-06-09\|35.76\|4.47\|34.76\|35.85\|34.00\|492379;2026-06-10\|34.09\|-4.67\|35.05\|35.10\|33.20\|490473;2026-06-11\|33.18\|-2.67\|34.00\|34.34\|32.75\|535366;2026-06-12\|32.39\|-2.38\|33.97\|34.36\|32.26\|576288;2026-06-15\|34.46\|6.39\|33.00\|34.59\|32.86\|728442;2026-06-16\|35.87\|4.09\|34.99\|36.64\|34.60\|654911;2026-06-17\|35.73\|-0.39\|35.30\|37.03\|35.06\|596601;2026-06-18\|36.94\|3.39\|35.75\|37.41\|35.60\|754079;2026-06-22\|35.53\|-3.82\|36.98\|37.31\|34.53\|829007;2026-06-23\|34.04\|-4.19\|35.20\|36.40\|33.77\|608481;2026-06-24\|36.01\|5.79\|34.05\|36.39\|33.52\|781629;2026-06-25\|36.41\|1.11\|35.91\|36.84\|35.20\|740238;2026-06-26\|35.83\|-1.59\|35.76\|36.86\|34.22\|947299;2026-06-29\|32.25\|-9.99\|35.80\|37.18\|32.25\|1103133;2026-06-30\|35.48\|10.02\|35.35\|35.48\|35.35\|390847;2026-07-01\|39.03\|10.01\|39.03\|39.03\|39.03\|146761;2026-07-02\|39.02\|-0.03\|40.00\|42.18\|38.23\|2598369;2026-07-03\|36.98\|-5.23\|39.24\|39.86\|36.90\|1581334;2026-07-06\|35.55\|-3.87\|36.06\|38.09\|35.30\|1117490;2026-07-07\|34.17\|-3.88\|35.27\|35.88\|33.09\|796391;2026-07-08\|32.04\|-6.23\|34.51\|34.75\|31.89\|820695;2026-07-09\|32.88\|2.62\|32.61\|32.98\|30.70\|702328;2026-07-10\|30.91\|-5.99\|33.01\|33.99\|30.87\|734017;2026-07-13\|29.66\|-4.04\|30.70\|31.28\|29.40\|619406;2026-07-14\|31.26\|5.39\|30.10\|31.34\|28.79\|696509;2026-07-15\|29.76\|-4.80\|31.30\|31.99\|29.51\|542874
111616	光纤价格暴涨交货期限延长至20周以上	磷化铟+光芯片+铝轮毂出口行业原因：台积电美股昨晚续创历史新高，总市值突破2万亿美元关口。据报道，台积电产能扩张步伐加快，今年有望迎来多达十座晶圆厂的在建与启动。公司原因： 1、据2025年9月18日互动易，截至目前公司持有中石光芯10.05%股权，中科光芯是中石光芯子公司。据2023年3月3日互动易，中科光芯是公司参股10.89%的中石光芯的全资子公司。据2023年6月6日互动易，中石光芯主要生产销售InP（磷化铟）外延片、光芯片及激光器件三大类产品。中石光芯的主要核心技术是外延结构设计、外延材料生长工艺、外延精细化工程控制，整体来说就是外延片的制备。 2、据2025年8月27日半年度报告，公司是国内汽车铝合金车轮重点出口企业之一，产品以差异化、个性化、时尚化特点销往全球80多个国家和地区，外销占比90.60%。	公司间接持股10.05%的中科光芯，后者是主要生产销售InP（磷化铟）外延片、光芯片及激光器件三大类产品	2026-03-05\|16.85\|2.74\|16.60\|16.98\|16.47\|282844;2026-03-06\|16.59\|-1.54\|16.57\|16.83\|16.45\|168603;2026-03-09\|16.29\|-1.81\|15.99\|16.35\|15.80\|161165;2026-03-10\|17.12\|5.10\|16.45\|17.70\|16.35\|311344;2026-03-11\|17.57\|2.63\|17.39\|17.94\|17.10\|294175;2026-03-12\|17.09\|-2.73\|17.44\|17.80\|17.04\|191814;2026-03-13\|16.67\|-2.46\|17.04\|17.28\|16.61\|129087;2026-03-16\|16.80\|0.78\|16.66\|16.95\|16.41\|118584;2026-03-17\|15.93\|-5.18\|16.72\|16.85\|15.90\|136017;2026-03-18\|16.31\|2.39\|15.92\|16.34\|15.90\|75135;2026-03-19\|15.79\|-3.19\|16.07\|16.13\|15.71\|76874;2026-03-20\|15.55\|-1.52\|16.48\|16.80\|15.48\|226582;2026-03-23\|14.27\|-8.23\|15.07\|15.35\|14.16\|165874;2026-03-24\|14.85\|4.06\|14.69\|14.89\|14.25\|100702;2026-03-25\|15.31\|3.10\|15.10\|15.50\|15.01\|92644;2026-03-26\|14.74\|-3.72\|15.22\|15.28\|14.70\|82076;2026-03-27\|15.05\|2.10\|14.51\|15.16\|14.47\|71158;2026-03-30\|15.30\|1.66\|14.84\|15.39\|14.78\|66907;2026-03-31\|14.89\|-2.68\|15.27\|15.28\|14.88\|56642;2026-04-01\|15.11\|1.48\|15.17\|15.28\|14.92\|43324;2026-04-02\|15.10\|-0.07\|15.10\|15.49\|15.00\|62672;2026-04-03\|14.95\|-0.99\|15.19\|15.24\|14.79\|54426;2026-04-07\|15.28\|2.21\|14.99\|15.35\|14.80\|63113;2026-04-08\|16.05\|5.04\|15.49\|16.12\|15.39\|106459;2026-04-09\|16.07\|0.12\|15.72\|16.21\|15.69\|86455;2026-04-10\|16.32\|1.56\|16.11\|16.45\|16.06\|98506;2026-04-13\|16.15\|-1.04\|16.23\|16.31\|16.00\|74546;2026-04-14\|16.43\|1.73\|16.23\|16.64\|16.23\|81843;2026-04-15\|16.01\|-2.56\|16.50\|16.50\|15.95\|83493;2026-04-16\|16.10\|0.56\|16.06\|16.16\|15.80\|76844;2026-04-17\|16.55\|2.79\|16.27\|16.81\|16.22\|133655;2026-04-20\|17.02\|2.84\|16.52\|17.17\|16.35\|188947;2026-04-21\|16.79\|-1.35\|16.83\|16.95\|16.60\|85232;2026-04-22\|16.86\|0.42\|16.75\|17.23\|16.68\|110894;2026-04-23\|16.46\|-2.37\|16.73\|17.05\|16.35\|116584;2026-04-24\|16.61\|0.91\|16.33\|17.10\|16.05\|118290;2026-04-27\|16.75\|0.84\|16.80\|17.15\|16.46\|82107;2026-04-28\|16.18\|-3.40\|16.59\|16.73\|16.08\|79735;2026-04-29\|16.07\|-0.68\|16.03\|16.43\|16.01\|72542;2026-04-30\|16.90\|5.16\|15.99\|17.56\|15.92\|168923;2026-05-06\|17.20\|1.78\|17.13\|17.60\|16.95\|159265;2026-05-07\|17.18\|-0.12\|17.20\|17.30\|17.01\|113626;2026-05-08\|17.33\|0.87\|17.11\|17.45\|16.90\|99930;2026-05-11\|17.46\|0.75\|17.43\|17.75\|17.21\|104248;2026-05-12\|17.12\|-1.95\|17.40\|17.46\|16.94\|76146;2026-05-13\|17.68\|3.27\|17.09\|17.90\|16.90\|131298;2026-05-14\|17.11\|-3.22\|17.89\|18.15\|17.10\|153370;2026-05-15\|16.75\|-2.10\|17.11\|17.24\|16.62\|87875;2026-05-18\|16.97\|1.31\|16.65\|17.13\|16.49\|70171;2026-05-19\|16.94\|-0.18\|16.76\|17.09\|16.52\|85533;2026-05-20\|16.71\|-1.36\|16.81\|17.23\|16.48\|82845;2026-05-21\|15.04\|-9.99\|16.97\|17.03\|15.04\|231899;2026-05-22\|16.54\|9.97\|15.79\|16.54\|15.05\|165697;2026-05-25\|16.00\|-3.26\|16.63\|16.75\|15.74\|184749;2026-05-26\|15.46\|-3.38\|16.00\|16.15\|15.14\|133044;2026-05-27\|15.16\|-1.81\|15.61\|15.96\|15.08\|93874;2026-05-28\|15.52\|2.37\|15.15\|16.19\|14.89\|179135;2026-05-29\|15.52\|0.00\|15.79\|16.79\|15.50\|203142;2026-06-01\|14.75\|-4.96\|15.30\|15.57\|14.70\|141741;2026-06-02\|14.68\|-0.47\|14.72\|14.94\|14.16\|108588;2026-06-03\|14.76\|0.55\|14.80\|15.80\|14.54\|151655;2026-06-04\|14.51\|-1.69\|14.75\|15.20\|14.12\|134115;2026-06-05\|13.85\|-4.55\|14.36\|14.63\|13.84\|127407;2026-06-08\|13.13\|-5.20\|13.45\|13.79\|12.89\|121318;2026-06-09\|12.99\|-1.07\|13.28\|13.35\|12.91\|86189;2026-06-10\|12.88\|-0.85\|12.97\|12.99\|12.46\|90288;2026-06-11\|12.85\|-0.23\|12.84\|13.21\|12.48\|102486;2026-06-12\|12.95\|0.78\|13.01\|13.48\|12.87\|93670;2026-06-15\|13.58\|4.86\|13.09\|13.83\|12.95\|128893;2026-06-16\|14.10\|3.83\|13.51\|14.94\|13.26\|266126;2026-06-17\|13.70\|-2.84\|14.32\|14.52\|13.64\|211559;2026-06-18\|13.30\|-2.92\|13.52\|13.95\|13.25\|125728;2026-06-22\|13.53\|1.73\|13.31\|14.05\|13.05\|159399;2026-06-23\|13.09\|-3.25\|13.40\|13.85\|12.98\|114646;2026-06-24\|13.54\|3.44\|13.11\|14.28\|12.60\|198937;2026-06-25\|12.63\|-6.72\|13.71\|13.78\|12.60\|175619;2026-06-26\|12.02\|-4.83\|12.47\|12.49\|11.85\|123504;2026-06-29\|12.34\|2.66\|12.01\|12.74\|11.90\|107545;2026-06-30\|12.32\|-0.16\|12.46\|12.69\|12.17\|84535;2026-07-01\|12.73\|3.33\|12.33\|12.94\|12.12\|120786;2026-07-02\|12.33\|-3.14\|12.58\|12.89\|12.21\|87350;2026-07-03\|12.35\|0.16\|12.34\|12.53\|12.22\|70770;2026-07-06\|11.70\|-5.26\|12.34\|12.46\|11.70\|94609;2026-07-07\|11.15\|-4.70\|11.70\|11.79\|11.11\|69212;2026-07-08\|11.14\|-0.09\|11.14\|11.26\|10.85\|59142;2026-07-09\|11.68\|4.85\|10.93\|11.83\|10.71\|96302;2026-07-10\|11.53\|-1.28\|11.58\|11.80\|11.39\|77200;2026-07-13\|10.65\|-7.63\|11.41\|11.52\|10.61\|63557;2026-07-14\|10.83\|1.69\|10.56\|10.83\|10.34\|50404;2026-07-15\|10.87\|0.37\|10.65\|11.10\|10.56\|53142
111615	光纤价格暴涨交货期限延长至20周以上	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试	2026-03-05\|69.80\|1.87\|70.77\|71.28\|67.01\|270153;2026-03-06\|70.00\|0.29\|68.10\|70.50\|67.35\|180314;2026-03-09\|69.75\|-0.36\|66.70\|70.83\|63.40\|213886;2026-03-10\|75.19\|7.80\|71.17\|75.98\|70.68\|245085;2026-03-11\|71.56\|-4.83\|73.00\|76.20\|70.44\|281503;2026-03-12\|67.42\|-5.79\|70.70\|71.18\|66.42\|230305;2026-03-13\|64.87\|-3.78\|67.30\|67.57\|64.71\|132902;2026-03-16\|63.63\|-1.91\|64.84\|64.87\|61.61\|114135;2026-03-17\|61.50\|-3.35\|63.75\|64.15\|61.25\|102773;2026-03-18\|66.66\|8.39\|62.74\|67.50\|61.70\|175975;2026-03-19\|65.00\|-2.49\|64.84\|66.69\|64.60\|127674;2026-03-20\|64.57\|-0.66\|66.00\|67.56\|63.51\|141475;2026-03-23\|61.95\|-4.06\|62.00\|65.50\|61.45\|105417;2026-03-24\|62.02\|0.11\|63.01\|63.50\|58.69\|114978;2026-03-25\|62.14\|0.19\|63.00\|64.60\|61.87\|110973;2026-03-26\|58.52\|-5.83\|61.73\|61.83\|58.15\|127273;2026-03-27\|60.77\|3.84\|57.75\|60.83\|56.89\|110700;2026-03-30\|60.27\|-0.82\|58.46\|60.95\|57.80\|95688;2026-03-31\|58.23\|-3.38\|60.00\|60.90\|58.03\|70407;2026-04-01\|61.20\|5.10\|59.87\|61.95\|59.39\|122547;2026-04-02\|59.70\|-2.45\|60.81\|61.76\|59.22\|75492;2026-04-03\|61.37\|2.80\|60.38\|63.47\|59.72\|133407;2026-04-07\|61.46\|0.15\|61.73\|63.42\|61.15\|116168;2026-04-08\|64.61\|5.13\|63.60\|64.80\|63.00\|143097;2026-04-09\|66.85\|3.47\|63.52\|67.50\|63.46\|163512;2026-04-10\|66.00\|-1.27\|66.61\|66.98\|65.38\|126322;2026-04-13\|64.92\|-1.64\|64.50\|65.99\|64.19\|102028;2026-04-14\|65.83\|1.40\|65.99\|66.45\|64.73\|105332;2026-04-15\|66.30\|0.71\|66.13\|67.68\|65.12\|145909;2026-04-16\|66.34\|0.06\|66.29\|67.40\|65.58\|111180;2026-04-17\|67.19\|1.28\|66.51\|68.76\|66.51\|131228;2026-04-20\|67.29\|0.15\|68.98\|69.66\|66.54\|137248;2026-04-21\|66.70\|-0.88\|65.50\|67.00\|64.00\|121113;2026-04-22\|68.57\|2.80\|66.00\|68.94\|65.51\|143950;2026-04-23\|66.64\|-2.81\|68.20\|68.50\|65.90\|119328;2026-04-24\|68.41\|2.66\|66.70\|70.36\|64.45\|227356;2026-04-27\|66.74\|-2.44\|68.19\|68.87\|66.00\|144208;2026-04-28\|64.40\|-3.51\|66.48\|66.99\|64.00\|129888;2026-04-29\|58.49\|-9.18\|59.30\|60.20\|57.96\|227331;2026-04-30\|57.43\|-1.81\|58.49\|59.10\|56.64\|129270;2026-05-06\|59.54\|3.67\|59.01\|60.94\|59.01\|152574;2026-05-07\|63.96\|7.42\|59.46\|64.60\|58.70\|170025;2026-05-08\|63.24\|-1.13\|62.60\|64.36\|62.00\|104011;2026-05-11\|68.11\|7.70\|64.55\|69.50\|64.07\|236489;2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|70.87\|-6.37\|75.32\|76.41\|69.97\|137971
111614	研究称数据中心将面临55GW的电力缺口	火电+新能源+国企改革行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年5月26日互动易，公司煤电机组已完成灵活性改造，随着电力市场改革深入，煤电机组逐步转变为支撑调节性电源，辅助服务市场交易品种与规模不断扩大，煤电机组辅助服务收入占比也在增加。 2、据2026年5月21日公告，公司控股股东与实际控制人之间产权层级减少事项已完成工商变更登记，实际控制人仍为山西省人民政府国有资产监督管理委员会，不影响公司控股权的稳定性。 3、据2026年5月14日异常波动公告及2025年年报，公司主营业务以火力发电为主，电力收入占比84.53%，是山西最大的电力上市公司，同时拥有新能源装机213.58万千瓦，占公司总装机的19.3%。	山西省最大发电公司，控股股东大同煤炭集团是山西最大煤炭企业	2026-03-05\|3.83\|6.09\|3.65\|3.97\|3.64\|3163177;2026-03-06\|3.87\|1.04\|3.85\|3.95\|3.76\|2358513;2026-03-09\|3.88\|0.26\|3.86\|4.05\|3.85\|2054928;2026-03-10\|3.81\|-1.80\|3.87\|3.93\|3.79\|1782870;2026-03-11\|3.90\|2.36\|3.80\|3.92\|3.68\|2174186;2026-03-12\|3.94\|1.03\|3.85\|3.99\|3.83\|2056690;2026-03-13\|3.77\|-4.31\|3.89\|3.90\|3.73\|1778774;2026-03-16\|3.65\|-3.18\|3.78\|3.85\|3.61\|1483215;2026-03-17\|3.63\|-0.55\|3.65\|3.75\|3.56\|1365542;2026-03-18\|3.71\|2.20\|3.68\|3.85\|3.65\|1383969;2026-03-19\|3.74\|0.81\|3.65\|3.78\|3.58\|1437953;2026-03-20\|3.74\|0.00\|3.69\|3.95\|3.66\|2049732;2026-03-23\|3.63\|-2.94\|3.68\|3.79\|3.60\|1784654;2026-03-24\|3.89\|7.16\|3.67\|3.90\|3.61\|2409070;2026-03-25\|4.21\|8.23\|3.86\|4.28\|3.83\|4040459;2026-03-26\|4.63\|9.98\|4.46\|4.63\|4.38\|2101889;2026-03-27\|5.09\|9.94\|4.90\|5.09\|4.82\|5041469;2026-03-30\|4.58\|-10.02\|4.97\|5.12\|4.58\|2599443;2026-03-31\|4.23\|-7.64\|4.12\|4.48\|4.12\|4869020;2026-04-01\|3.90\|-7.80\|4.19\|4.25\|3.86\|4109577;2026-04-02\|3.74\|-4.10\|3.88\|3.98\|3.71\|2864797;2026-04-03\|3.51\|-6.15\|3.74\|3.76\|3.50\|2128434;2026-04-07\|3.61\|2.85\|3.49\|3.62\|3.48\|1511458;2026-04-08\|3.69\|2.22\|3.67\|3.72\|3.63\|1497158;2026-04-09\|3.61\|-2.17\|3.66\|3.66\|3.57\|1031570;2026-04-10\|3.55\|-1.66\|3.61\|3.62\|3.54\|1031151;2026-04-13\|3.72\|4.79\|3.52\|3.74\|3.51\|1913607;2026-04-14\|3.77\|1.34\|3.72\|3.90\|3.70\|1971838;2026-04-15\|3.75\|-0.53\|3.74\|3.78\|3.66\|1435132;2026-04-16\|3.83\|2.13\|3.75\|3.84\|3.68\|1240821;2026-04-17\|3.87\|1.04\|3.83\|3.90\|3.78\|1331763;2026-04-20\|3.92\|1.29\|3.87\|3.94\|3.82\|1352947;2026-04-21\|4.23\|7.91\|3.92\|4.31\|3.81\|3942771;2026-04-22\|4.11\|-2.84\|4.15\|4.18\|4.06\|2441437;2026-04-23\|4.15\|0.97\|4.08\|4.32\|3.81\|3694230;2026-04-24\|3.87\|-6.75\|4.06\|4.07\|3.86\|2194914;2026-04-27\|3.86\|-0.26\|3.86\|3.91\|3.73\|1323670;2026-04-28\|3.91\|1.30\|3.83\|3.95\|3.78\|1730123;2026-04-29\|3.92\|0.26\|3.86\|4.00\|3.81\|1436211;2026-04-30\|3.78\|-3.57\|3.92\|3.96\|3.77\|1379424;2026-05-06\|4.06\|7.41\|3.82\|4.07\|3.82\|2385107;2026-05-07\|4.29\|5.67\|4.06\|4.30\|4.06\|2441583;2026-05-08\|4.17\|-2.80\|4.22\|4.36\|4.12\|2408732;2026-05-11\|4.23\|1.44\|4.24\|4.31\|4.17\|1776683;2026-05-12\|4.65\|9.93\|4.23\|4.65\|4.16\|2638150;2026-05-13\|5.12\|10.11\|4.88\|5.12\|4.80\|1846136;2026-05-14\|4.70\|-8.20\|5.62\|5.62\|4.68\|6870484;2026-05-15\|4.90\|4.26\|4.70\|5.08\|4.38\|4853500;2026-05-18\|5.09\|3.88\|4.67\|5.15\|4.57\|3988302;2026-05-19\|5.09\|0.00\|5.00\|5.30\|4.84\|3943889;2026-05-20\|4.58\|-10.02\|4.90\|4.94\|4.58\|2566993;2026-05-21\|4.43\|-3.28\|4.39\|4.66\|4.39\|2271593;2026-05-22\|4.72\|6.55\|4.43\|4.87\|4.31\|3629869;2026-05-25\|5.00\|5.93\|4.79\|5.02\|4.74\|3712524;2026-05-26\|4.98\|-0.40\|4.88\|5.20\|4.75\|3440724;2026-05-27\|5.15\|3.41\|4.94\|5.21\|4.91\|4330021;2026-05-28\|5.07\|-1.55\|5.05\|5.27\|4.87\|4080272;2026-05-29\|5.58\|10.06\|5.14\|5.58\|5.07\|3712388;2026-06-01\|6.14\|10.04\|6.14\|6.14\|5.50\|6870789;2026-06-02\|6.11\|-0.49\|6.15\|6.60\|6.00\|9043729;2026-06-03\|6.07\|-0.65\|5.92\|6.35\|5.51\|7805361;2026-06-04\|5.74\|-5.44\|5.70\|5.97\|5.64\|4380221;2026-06-05\|5.34\|-6.97\|5.72\|6.02\|5.25\|4206338;2026-06-08\|4.93\|-7.68\|5.03\|5.35\|4.90\|3152258;2026-06-09\|4.95\|0.41\|5.01\|5.06\|4.67\|3071879;2026-06-10\|4.63\|-6.46\|4.86\|4.86\|4.56\|2612688;2026-06-11\|4.63\|0.00\|4.57\|4.79\|4.51\|2184959;2026-06-12\|4.65\|0.43\|4.63\|4.75\|4.52\|2090550;2026-06-15\|4.91\|5.59\|4.65\|4.92\|4.65\|2641917;2026-06-16\|4.93\|0.41\|4.92\|5.02\|4.82\|2347329;2026-06-17\|5.00\|1.42\|4.93\|5.13\|4.76\|2786669;2026-06-18\|4.59\|-8.20\|4.94\|5.14\|4.55\|3118414;2026-06-22\|4.44\|-3.27\|4.68\|4.69\|4.33\|2396904;2026-06-23\|4.24\|-4.50\|4.35\|4.44\|4.20\|2065626;2026-06-24\|4.15\|-2.12\|4.20\|4.22\|4.04\|1625551;2026-06-25\|4.02\|-3.13\|4.09\|4.12\|3.97\|1563555;2026-06-26\|3.88\|-3.48\|4.05\|4.18\|3.87\|2156086;2026-06-29\|3.92\|1.03\|3.86\|3.99\|3.81\|1625302;2026-06-30\|3.83\|-2.30\|3.86\|3.88\|3.76\|1467123;2026-07-01\|3.99\|4.18\|3.85\|4.03\|3.82\|1835929;2026-07-02\|3.81\|-4.51\|3.99\|4.13\|3.80\|2121938;2026-07-03\|3.73\|-2.10\|3.81\|3.86\|3.68\|1497258;2026-07-06\|3.57\|-4.29\|3.70\|3.72\|3.56\|1252375;2026-07-07\|3.46\|-3.08\|3.55\|3.56\|3.43\|1141727;2026-07-08\|3.35\|-3.18\|3.44\|3.46\|3.34\|1034540;2026-07-09\|3.38\|0.90\|3.33\|3.42\|3.25\|1199645;2026-07-10\|3.47\|2.66\|3.36\|3.56\|3.34\|1435982;2026-07-13\|3.30\|-4.90\|3.47\|3.50\|3.29\|1149225;2026-07-14\|3.35\|1.52\|3.30\|3.36\|3.26\|1071200;2026-07-15\|3.40\|1.49\|3.33\|3.45\|3.30\|1083588
111613	研究称数据中心将面临55GW的电力缺口	涨停揭秘：拟101亿元收购恒力石化旗下康辉新材，切入高端新材料赛道，叠加大连市国资委控股及国企改革政策催化；涨停缘由：康辉新材为国内BOPET、PBS/PBAT龙头；重组完成后将形成新材料平台；地方国企改革提速预期；恒力系资本运作活跃增强市场信心；资金逻辑：4月16日首板启动，成交额显著放大，资金押注重组进程加速及资产注入预期，属典型主题博弈型交易；风险提示：重组尚需证监会核准，存在不确定性；康辉新材业绩承诺完成情况需跟踪；热电主业持续承压	实控人大连市国资委，公司主营热电联营；此前拟101亿元购买康辉新材股权并定增募集配套资金，后者大股东为恒力石化	2026-03-05\|6.67\|2.62\|6.54\|6.76\|6.54\|122982;2026-03-06\|6.82\|2.25\|6.61\|6.84\|6.61\|136018;2026-03-09\|6.76\|-0.88\|6.81\|6.86\|6.73\|106894;2026-03-10\|6.80\|0.59\|6.82\|6.86\|6.72\|99477;2026-03-11\|6.78\|-0.29\|6.80\|6.82\|6.72\|83885;2026-03-12\|6.95\|2.51\|6.78\|6.95\|6.69\|163807;2026-03-13\|6.76\|-2.73\|6.98\|6.99\|6.71\|165418;2026-03-16\|7.07\|4.59\|6.73\|7.24\|6.73\|375009;2026-03-17\|6.77\|-4.24\|7.00\|7.10\|6.73\|223594;2026-03-18\|6.81\|0.59\|6.88\|6.99\|6.77\|126596;2026-03-19\|6.69\|-1.76\|6.74\|6.95\|6.66\|116326;2026-03-20\|6.66\|-0.45\|6.72\|6.83\|6.47\|190637;2026-03-23\|6.44\|-3.30\|6.48\|6.77\|6.38\|200474;2026-03-24\|6.92\|7.45\|6.54\|6.97\|6.52\|246434;2026-03-25\|7.11\|2.75\|6.93\|7.17\|6.80\|267812;2026-03-26\|7.50\|5.49\|7.04\|7.77\|7.00\|673122;2026-03-27\|7.26\|-3.20\|7.42\|7.73\|7.20\|500259;2026-03-30\|7.12\|-1.93\|7.15\|7.28\|6.74\|421034;2026-03-31\|6.96\|-2.25\|7.05\|7.39\|6.90\|287092;2026-04-01\|6.84\|-1.72\|7.01\|7.05\|6.70\|248374;2026-04-02\|6.67\|-2.49\|6.85\|7.04\|6.63\|208101;2026-04-03\|6.28\|-5.85\|6.64\|6.71\|6.28\|173100;2026-04-07\|6.51\|3.66\|6.28\|6.55\|6.18\|144814;2026-04-08\|6.66\|2.30\|6.65\|6.70\|6.53\|105677;2026-04-09\|6.66\|0.00\|6.66\|6.66\|6.52\|102746;2026-04-10\|6.89\|3.45\|6.68\|6.95\|6.60\|182404;2026-04-13\|6.96\|1.02\|6.89\|7.17\|6.76\|158855;2026-04-14\|6.75\|-3.02\|6.97\|7.00\|6.70\|130566;2026-04-15\|6.66\|-1.33\|6.80\|6.80\|6.65\|83502;2026-04-16\|7.33\|10.06\|6.66\|7.33\|6.57\|317298;2026-04-17\|7.38\|0.68\|7.47\|7.57\|7.27\|399923;2026-04-20\|7.45\|0.95\|7.39\|7.59\|7.30\|283317;2026-04-21\|7.29\|-2.15\|7.46\|7.47\|7.27\|209945;2026-04-22\|7.47\|2.47\|7.33\|7.49\|7.25\|216667;2026-04-23\|7.36\|-1.47\|7.37\|7.76\|7.35\|180806;2026-04-24\|7.38\|0.27\|7.36\|7.69\|7.24\|229279;2026-04-27\|7.47\|1.22\|7.29\|7.50\|7.17\|189059;2026-04-28\|7.61\|1.87\|7.45\|7.67\|7.36\|329670;2026-04-29\|7.70\|1.18\|7.54\|7.90\|7.40\|377030;2026-04-30\|7.75\|0.65\|7.66\|7.84\|7.56\|274643;2026-05-06\|8.53\|10.06\|7.75\|8.53\|7.75\|420069;2026-05-07\|9.38\|9.96\|8.85\|9.38\|8.73\|513567;2026-05-08\|9.09\|-3.09\|9.59\|10.30\|9.05\|1094392;2026-05-11\|9.65\|6.16\|9.06\|9.89\|8.82\|982456;2026-05-12\|10.62\|10.05\|9.37\|10.62\|9.15\|1046850;2026-05-13\|10.83\|1.98\|11.00\|11.68\|10.50\|1424131;2026-05-14\|9.75\|-9.97\|10.33\|10.64\|9.75\|900656;2026-05-15\|9.19\|-5.74\|9.15\|9.60\|8.80\|833350;2026-05-18\|8.93\|-2.83\|9.10\|9.24\|8.80\|495457;2026-05-19\|8.95\|0.22\|8.95\|9.01\|8.63\|455809;2026-05-20\|8.34\|-6.82\|8.90\|8.90\|8.27\|489574;2026-05-21\|8.06\|-3.36\|8.18\|8.46\|8.04\|399993;2026-05-22\|8.87\|10.05\|8.06\|8.87\|8.04\|426280;2026-05-25\|9.20\|3.72\|9.15\|9.50\|8.84\|797492;2026-05-26\|9.83\|6.85\|9.08\|10.11\|8.89\|853430;2026-05-27\|10.15\|3.26\|9.46\|10.37\|9.18\|884203;2026-05-28\|9.59\|-5.52\|9.78\|10.17\|9.45\|673323;2026-05-29\|9.64\|0.52\|9.30\|10.02\|9.28\|613641;2026-06-01\|9.72\|0.83\|9.48\|9.76\|8.92\|515786;2026-06-02\|9.29\|-4.42\|9.53\|9.53\|9.00\|423919;2026-06-03\|9.19\|-1.08\|9.29\|9.44\|8.99\|421866;2026-06-04\|8.97\|-2.39\|9.23\|9.28\|8.87\|347939;2026-06-05\|8.53\|-4.91\|9.00\|9.08\|8.43\|333525;2026-06-08\|8.23\|-3.52\|8.30\|8.68\|8.12\|264617;2026-06-09\|9.05\|9.96\|8.41\|9.05\|8.18\|250180;2026-06-10\|9.23\|1.99\|9.10\|9.66\|8.95\|568079;2026-06-11\|8.74\|-5.31\|9.05\|9.12\|8.63\|389170;2026-06-12\|8.62\|-1.37\|8.86\|9.00\|8.62\|260172;2026-06-15\|8.74\|1.39\|8.57\|8.98\|8.45\|273760;2026-06-16\|8.71\|-0.34\|8.74\|8.80\|8.42\|225179;2026-06-17\|8.74\|0.34\|8.72\|8.88\|8.45\|234392;2026-06-18\|8.92\|2.06\|8.74\|9.15\|8.54\|324048;2026-06-22\|8.99\|0.78\|8.90\|9.45\|8.67\|393676;2026-06-23\|9.89\|10.01\|8.99\|9.89\|8.91\|691671;2026-06-24\|9.41\|-4.85\|9.92\|9.92\|9.10\|633259;2026-06-25\|8.47\|-9.99\|9.29\|9.30\|8.47\|497169;2026-06-26\|8.52\|0.59\|8.22\|9.09\|8.22\|353759;2026-06-29\|7.88\|-7.51\|8.26\|8.41\|7.67\|358584;2026-06-30\|7.71\|-2.16\|7.72\|7.76\|7.40\|259851;2026-07-01\|8.06\|4.54\|7.82\|8.38\|7.76\|303223;2026-07-02\|7.75\|-3.85\|8.02\|8.20\|7.74\|213047;2026-07-03\|7.74\|-0.13\|7.73\|7.86\|7.51\|160519;2026-07-06\|7.76\|0.26\|7.74\|7.80\|7.51\|146301;2026-07-07\|7.47\|-3.74\|7.78\|7.95\|7.46\|165819;2026-07-08\|7.34\|-1.74\|7.49\|7.49\|7.26\|118995;2026-07-09\|7.54\|2.72\|7.33\|7.60\|7.26\|138601;2026-07-10\|7.79\|3.32\|7.53\|8.05\|7.41\|217472;2026-07-13\|7.29\|-6.42\|7.66\|7.69\|7.27\|165368;2026-07-14\|7.19\|-1.37\|7.21\|7.30\|7.03\|138336;2026-07-15\|7.13\|-0.83\|7.19\|7.39\|7.08\|122631
111612	研究称数据中心将面临55GW的电力缺口	电网设备+储能+机器人行业原因： 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3月21日年报，2025年新签储能项目11.6GWh、出货6.9GWh，宜春基地Aqua C3.0系统下线，北美、欧洲、亚太、中东非市场同步拓展。 2、据2026年3月21日年报，公司智能电网业务以高精度计量为核心，产品覆盖智能电表、配电终端及台区治理方案，中标国家电网项目。 3、据公司官网，复合机器人已用于自动化搬运、分拣及生产线。	国网和南网智能电表核心供应商	2026-03-05\|9.65\|0.31\|9.66\|9.81\|9.54\|1141170;2026-03-06\|9.60\|-0.52\|9.65\|9.84\|9.52\|940120;2026-03-09\|9.90\|3.12\|9.38\|9.92\|9.36\|1127723;2026-03-10\|9.82\|-0.81\|9.80\|9.92\|9.61\|824013;2026-03-11\|10.06\|2.44\|9.81\|10.24\|9.60\|1246111;2026-03-12\|9.86\|-1.99\|9.99\|9.99\|9.75\|706095;2026-03-13\|9.58\|-2.84\|9.76\|9.95\|9.53\|662627;2026-03-16\|9.32\|-2.71\|9.60\|9.72\|9.16\|609980;2026-03-17\|8.99\|-3.54\|9.35\|9.40\|8.97\|445263;2026-03-18\|9.07\|0.89\|9.00\|9.17\|8.89\|480212;2026-03-19\|8.72\|-3.86\|8.90\|8.93\|8.66\|436841;2026-03-20\|8.93\|2.41\|8.75\|9.48\|8.73\|676396;2026-03-23\|8.40\|-5.94\|8.72\|9.05\|8.35\|613342;2026-03-24\|8.46\|0.71\|8.69\|8.69\|8.10\|538332;2026-03-25\|8.49\|0.35\|8.47\|8.63\|8.40\|409647;2026-03-26\|8.25\|-2.83\|8.45\|8.58\|8.18\|348872;2026-03-27\|8.37\|1.45\|8.08\|8.50\|8.03\|351754;2026-03-30\|8.17\|-2.39\|8.24\|8.34\|7.87\|450180;2026-03-31\|7.79\|-4.65\|8.18\|8.19\|7.77\|364988;2026-04-01\|7.85\|0.77\|7.94\|7.97\|7.78\|246421;2026-04-02\|7.63\|-2.80\|7.85\|7.95\|7.57\|282493;2026-04-03\|7.35\|-3.67\|7.66\|7.69\|7.29\|300645;2026-04-07\|7.40\|0.68\|7.35\|7.45\|7.34\|156499;2026-04-08\|7.78\|5.14\|7.56\|7.79\|7.56\|339870;2026-04-09\|7.59\|-2.44\|7.71\|7.71\|7.58\|225721;2026-04-10\|7.76\|2.24\|7.67\|7.86\|7.67\|276941;2026-04-13\|7.71\|-0.64\|7.77\|7.78\|7.68\|207207;2026-04-14\|7.77\|0.78\|7.75\|7.78\|7.67\|247430;2026-04-15\|7.75\|-0.26\|7.85\|8.04\|7.71\|373827;2026-04-16\|7.63\|-1.55\|7.77\|7.78\|7.48\|437672;2026-04-17\|7.62\|-0.13\|7.59\|7.64\|7.51\|252436;2026-04-20\|7.61\|-0.13\|7.58\|7.66\|7.55\|277496;2026-04-21\|7.54\|-0.92\|7.60\|7.62\|7.42\|278326;2026-04-22\|7.68\|1.86\|7.50\|7.71\|7.48\|317148;2026-04-23\|7.51\|-2.21\|7.70\|7.78\|7.45\|295411;2026-04-24\|7.51\|0.00\|7.47\|7.54\|7.35\|202628;2026-04-27\|6.97\|-7.19\|7.06\|7.12\|6.77\|692503;2026-04-28\|6.84\|-1.87\|6.97\|7.10\|6.79\|328993;2026-04-29\|7.05\|3.07\|6.81\|7.10\|6.77\|311067;2026-04-30\|6.95\|-1.42\|7.01\|7.05\|6.86\|222874;2026-05-06\|7.03\|1.15\|6.95\|7.08\|6.95\|294810;2026-05-07\|7.15\|1.71\|7.07\|7.17\|7.05\|297447;2026-05-08\|7.22\|0.98\|7.12\|7.28\|7.08\|341668;2026-05-11\|7.15\|-0.97\|7.26\|7.41\|7.12\|351107;2026-05-12\|7.02\|-1.82\|7.15\|7.18\|7.01\|263816;2026-05-13\|7.05\|0.43\|7.03\|7.16\|6.99\|278339;2026-05-14\|6.74\|-4.40\|7.10\|7.11\|6.74\|383422;2026-05-15\|6.84\|1.48\|6.74\|6.95\|6.51\|477928;2026-05-18\|7.52\|9.94\|6.78\|7.52\|6.67\|657122;2026-05-19\|7.49\|-0.40\|7.58\|7.60\|7.35\|837449;2026-05-20\|7.40\|-1.20\|7.49\|7.49\|7.22\|497082;2026-05-21\|6.93\|-6.35\|7.43\|7.45\|6.91\|491724;2026-05-22\|7.62\|9.96\|6.96\|7.62\|6.90\|860975;2026-05-25\|7.83\|2.76\|7.91\|7.99\|7.67\|1123409;2026-05-26\|8.25\|5.36\|7.83\|8.40\|7.67\|1235319;2026-05-27\|8.10\|-1.82\|8.10\|8.40\|8.02\|945548;2026-05-28\|8.52\|5.19\|8.07\|8.78\|8.03\|1040449;2026-05-29\|8.28\|-2.82\|8.41\|8.51\|8.20\|698168;2026-06-01\|7.88\|-4.83\|8.28\|8.34\|7.86\|613936;2026-06-02\|7.41\|-5.96\|7.84\|7.84\|7.17\|739834;2026-06-03\|7.19\|-2.97\|7.42\|7.57\|7.10\|599682;2026-06-04\|7.03\|-2.23\|7.09\|7.15\|6.98\|386766;2026-06-05\|6.94\|-1.28\|7.03\|7.20\|6.72\|463190;2026-06-08\|6.49\|-6.48\|6.73\|6.84\|6.38\|509303;2026-06-09\|6.59\|1.54\|6.59\|6.62\|6.40\|272044;2026-06-10\|6.23\|-5.46\|6.57\|6.57\|6.13\|387612;2026-06-11\|5.93\|-4.82\|6.18\|6.22\|5.90\|393918;2026-06-12\|6.07\|2.36\|6.09\|6.20\|5.95\|357190;2026-06-15\|6.11\|0.66\|6.10\|6.23\|6.04\|310487;2026-06-16\|6.14\|0.49\|6.10\|6.19\|5.94\|309721;2026-06-17\|5.97\|-2.77\|6.14\|6.15\|5.92\|293964;2026-06-18\|5.88\|-1.51\|5.93\|5.96\|5.83\|242209;2026-06-22\|5.78\|-1.70\|5.85\|5.92\|5.51\|613025;2026-06-23\|5.71\|-1.21\|5.79\|5.86\|5.66\|370258;2026-06-24\|5.57\|-2.45\|5.66\|5.71\|5.50\|285581;2026-06-25\|5.47\|-1.80\|5.57\|5.59\|5.38\|324706;2026-06-26\|5.28\|-3.47\|5.47\|5.55\|5.28\|310955;2026-06-29\|5.32\|0.76\|5.33\|5.58\|5.27\|377710;2026-06-30\|5.45\|2.44\|5.33\|5.47\|5.27\|282698;2026-07-01\|5.31\|-2.57\|5.45\|5.46\|5.22\|366450;2026-07-02\|5.24\|-1.32\|5.28\|5.41\|5.22\|341254;2026-07-03\|5.32\|1.53\|5.25\|5.38\|5.24\|295746;2026-07-06\|5.25\|-1.32\|5.32\|5.60\|5.23\|408501;2026-07-07\|4.98\|-5.14\|5.26\|5.27\|4.97\|354414;2026-07-08\|4.87\|-2.21\|4.98\|5.00\|4.86\|271174;2026-07-09\|4.85\|-0.41\|4.85\|4.90\|4.67\|347222;2026-07-10\|5.34\|10.10\|5.34\|5.34\|5.34\|199094;2026-07-13\|5.09\|-4.68\|5.43\|5.48\|5.06\|730197;2026-07-14\|5.08\|-0.20\|5.09\|5.11\|4.93\|373417;2026-07-15\|4.92\|-3.15\|5.00\|5.14\|4.89\|361351
111611	研究称数据中心将面临55GW的电力缺口	特高压中标+瓷绝缘子龙头+沙特基地行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%， 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年5月7日公告，公司全资子公司大瓷材料预中标国家电网2026年输变电项目瓷绝缘子、复合绝缘子及支柱绝缘子，合计金额约8,950万元。 2、据2026年4月23日年报，公司2025年国内特高压市场占有率稳居行业前列，并提前完成阿坝—成都东等4条在建特高压线路产品交付。 3、据2026年5月7日互动易，公司已成为沙特核心瓷绝缘子供应商，正推进沙特本地化生产基地建设，辐射中东及欧洲市场。	公司先后为我国的第一条1000kV特高压交流输电工程、世界首条±800kV特高压直流输电工程等供应高质量绝缘子；一季度净利增长近两倍，行业需求扩张订单增加	2026-03-05\|14.00\|9.55\|12.99\|14.06\|12.99\|989999;2026-03-06\|13.94\|-0.43\|14.30\|14.44\|13.84\|818898;2026-03-09\|14.08\|1.00\|13.50\|14.38\|13.49\|631964;2026-03-10\|14.19\|0.78\|14.14\|14.77\|14.00\|481620;2026-03-11\|13.80\|-2.75\|14.47\|14.48\|13.70\|402443;2026-03-12\|13.55\|-1.81\|13.85\|13.88\|13.41\|265233;2026-03-13\|13.20\|-2.58\|13.54\|13.72\|13.02\|288627;2026-03-16\|12.85\|-2.65\|13.27\|13.50\|12.72\|241553;2026-03-17\|12.34\|-3.97\|12.90\|13.04\|12.30\|255297;2026-03-18\|12.52\|1.46\|12.41\|12.67\|12.34\|194836;2026-03-19\|11.99\|-4.23\|12.31\|12.50\|11.88\|269977;2026-03-20\|11.60\|-3.25\|12.12\|12.17\|11.60\|206193;2026-03-23\|11.01\|-5.09\|11.30\|11.55\|10.89\|261347;2026-03-24\|11.41\|3.63\|11.28\|11.43\|11.03\|216178;2026-03-25\|11.63\|1.93\|11.45\|11.82\|11.39\|212332;2026-03-26\|11.30\|-2.84\|11.61\|11.61\|11.22\|152257;2026-03-27\|11.62\|2.83\|11.01\|11.64\|10.99\|183609;2026-03-30\|11.30\|-2.75\|11.45\|11.55\|11.07\|190343;2026-03-31\|11.05\|-2.21\|11.25\|11.44\|11.05\|136249;2026-04-01\|11.20\|1.36\|11.35\|11.42\|11.15\|105421;2026-04-02\|11.12\|-0.71\|11.20\|11.47\|11.00\|136582;2026-04-03\|10.71\|-3.69\|11.13\|11.15\|10.69\|176008;2026-04-07\|10.82\|1.03\|10.82\|10.94\|10.70\|109956;2026-04-08\|11.90\|9.98\|11.10\|11.90\|11.01\|261446;2026-04-09\|11.72\|-1.51\|11.79\|11.94\|11.61\|241441;2026-04-10\|11.90\|1.54\|12.01\|12.17\|11.76\|218810;2026-04-13\|11.56\|-2.86\|11.77\|11.77\|11.49\|171307;2026-04-14\|11.61\|0.43\|11.69\|11.74\|11.46\|134664;2026-04-15\|12.32\|6.12\|11.57\|12.77\|11.55\|655416;2026-04-16\|12.23\|-0.73\|12.33\|12.37\|11.90\|421899;2026-04-17\|12.15\|-0.65\|12.16\|12.30\|11.99\|264144;2026-04-20\|12.46\|2.55\|12.15\|12.46\|12.05\|375913;2026-04-21\|12.23\|-1.85\|12.36\|12.36\|12.00\|252251;2026-04-22\|12.13\|-0.82\|12.15\|12.19\|11.96\|243934;2026-04-23\|13.34\|9.98\|13.34\|13.34\|13.34\|228914;2026-04-24\|14.03\|5.17\|14.00\|14.67\|13.80\|1424054;2026-04-27\|14.82\|5.63\|14.53\|15.33\|14.17\|1196860;2026-04-28\|15.00\|1.21\|14.58\|15.29\|14.34\|1001553;2026-04-29\|14.58\|-2.80\|14.90\|15.00\|14.49\|622597;2026-04-30\|14.49\|-0.62\|14.70\|15.38\|14.38\|669779;2026-05-06\|15.03\|3.73\|14.67\|15.29\|14.67\|592737;2026-05-07\|15.53\|3.33\|15.20\|16.10\|15.04\|549897;2026-05-08\|15.46\|-0.45\|15.36\|15.69\|15.12\|445290;2026-05-11\|15.40\|-0.39\|15.60\|15.71\|15.13\|341837;2026-05-12\|16.94\|10.00\|15.32\|16.94\|15.27\|502657;2026-05-13\|17.22\|1.65\|17.00\|18.13\|16.78\|1062600;2026-05-14\|16.35\|-5.05\|17.14\|17.16\|16.29\|652324;2026-05-15\|15.94\|-2.51\|16.33\|16.65\|15.80\|440951;2026-05-18\|15.67\|-1.69\|15.82\|16.15\|15.54\|331959;2026-05-19\|15.70\|0.19\|15.71\|15.81\|15.34\|360661;2026-05-20\|15.61\|-0.57\|15.80\|15.87\|15.21\|285137;2026-05-21\|14.95\|-4.23\|15.71\|16.16\|14.80\|417947;2026-05-22\|16.45\|10.03\|15.17\|16.45\|15.00\|401748;2026-05-25\|16.78\|2.01\|16.70\|17.19\|16.40\|638015;2026-05-26\|16.22\|-3.34\|16.50\|16.58\|15.70\|428677;2026-05-27\|16.80\|3.58\|16.07\|16.95\|15.92\|565777;2026-05-28\|16.36\|-2.62\|16.34\|16.64\|15.83\|492098;2026-05-29\|16.44\|0.74\|16.10\|16.88\|15.72\|665118;2026-06-01\|17.62\|7.18\|16.16\|17.62\|16.00\|818360;2026-06-02\|16.61\|-5.73\|16.90\|17.00\|16.10\|575112;2026-06-03\|14.95\|-9.99\|16.22\|16.24\|14.95\|698751;2026-06-04\|13.98\|-6.49\|14.65\|14.86\|13.89\|560375;2026-06-05\|13.88\|-0.72\|14.24\|14.38\|13.54\|348770;2026-06-08\|13.14\|-5.33\|13.30\|13.71\|12.88\|309425;2026-06-09\|13.77\|4.79\|13.60\|14.06\|13.20\|355688;2026-06-10\|13.76\|-0.07\|13.70\|13.88\|13.46\|233847;2026-06-11\|13.24\|-3.78\|13.63\|13.63\|13.07\|209007;2026-06-12\|13.06\|-1.36\|13.50\|13.58\|13.00\|228859;2026-06-15\|13.78\|5.51\|13.25\|13.86\|13.24\|257686;2026-06-16\|14.14\|2.61\|13.79\|14.29\|13.65\|298867;2026-06-17\|13.92\|-1.56\|14.02\|14.25\|13.78\|249802;2026-06-18\|13.98\|0.43\|13.86\|14.15\|13.72\|242478;2026-06-22\|14.49\|3.65\|13.92\|14.49\|13.53\|377903;2026-06-23\|14.14\|-2.42\|14.40\|14.44\|14.03\|257486;2026-06-24\|14.25\|0.78\|14.01\|14.33\|13.79\|221138;2026-06-25\|14.00\|-1.75\|14.32\|14.55\|13.90\|262334;2026-06-26\|13.67\|-2.36\|14.10\|14.30\|13.47\|229206;2026-06-29\|13.38\|-2.12\|13.56\|13.70\|13.01\|222685;2026-06-30\|13.41\|0.22\|13.38\|13.56\|13.14\|177418;2026-07-01\|13.04\|-2.76\|13.45\|13.45\|12.77\|284491;2026-07-02\|13.48\|3.37\|12.93\|13.91\|12.78\|323232;2026-07-03\|13.48\|0.00\|13.37\|13.69\|13.25\|199901;2026-07-06\|13.27\|-1.56\|13.48\|13.89\|13.22\|215258;2026-07-07\|12.86\|-3.09\|13.15\|13.42\|12.76\|164257;2026-07-08\|12.39\|-3.65\|12.76\|12.86\|12.38\|162141;2026-07-09\|12.45\|0.48\|12.40\|12.48\|11.80\|188067;2026-07-10\|13.70\|10.04\|13.70\|13.70\|13.67\|129196;2026-07-13\|13.31\|-2.85\|13.46\|13.98\|13.16\|438476;2026-07-14\|13.70\|2.93\|13.37\|13.72\|12.78\|351021;2026-07-15\|13.32\|-2.77\|13.71\|13.72\|13.26\|238064
111610	英伟达VR200NVL72服务器将使用约60万个MLCC	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	公司能够供应AIDC用LIC，技术与产能具备高稀缺性，已成为英伟达链上台达的供货商	2026-03-05\|32.25\|-1.26\|33.30\|33.56\|31.82\|266735;2026-03-06\|31.90\|-1.09\|32.21\|32.88\|31.78\|175302;2026-03-09\|31.19\|-2.23\|31.00\|31.56\|29.11\|335520;2026-03-10\|32.07\|2.82\|31.90\|32.45\|31.59\|177208;2026-03-11\|31.41\|-2.06\|32.07\|32.78\|31.27\|277285;2026-03-12\|30.65\|-2.42\|31.36\|31.61\|30.00\|204375;2026-03-13\|30.58\|-0.23\|30.49\|31.35\|30.20\|179884;2026-03-16\|31.40\|2.68\|31.00\|31.97\|29.96\|300400;2026-03-17\|29.00\|-7.64\|31.40\|31.56\|28.94\|374211;2026-03-18\|29.86\|2.97\|29.36\|29.99\|28.85\|218170;2026-03-19\|28.60\|-4.22\|29.85\|29.85\|28.41\|198501;2026-03-20\|27.94\|-2.31\|28.89\|29.39\|27.94\|164809;2026-03-23\|26.38\|-5.58\|27.11\|27.53\|26.10\|205591;2026-03-24\|26.65\|1.02\|26.96\|27.10\|25.88\|180056;2026-03-25\|27.47\|3.08\|27.20\|27.76\|27.05\|214252;2026-03-26\|27.60\|0.47\|27.22\|27.83\|27.15\|163504;2026-03-27\|27.83\|0.83\|27.11\|28.22\|26.70\|172833;2026-03-30\|29.76\|6.93\|27.48\|30.38\|27.28\|411800;2026-03-31\|28.92\|-2.82\|29.65\|30.04\|28.81\|213251;2026-04-01\|29.40\|1.66\|29.49\|30.11\|29.15\|194419;2026-04-02\|28.35\|-3.57\|29.41\|29.70\|28.05\|168849;2026-04-03\|28.77\|1.48\|28.50\|29.12\|28.11\|217805;2026-04-07\|28.15\|-2.15\|28.78\|29.38\|28.01\|188038;2026-04-08\|30.97\|10.02\|29.20\|30.97\|29.00\|417630;2026-04-09\|30.89\|-0.26\|30.40\|31.60\|30.20\|304110;2026-04-10\|29.75\|-3.69\|30.48\|30.79\|29.56\|536868;2026-04-13\|30.65\|3.03\|29.46\|30.95\|29.16\|529178;2026-04-14\|33.39\|8.94\|31.30\|33.72\|31.18\|925682;2026-04-15\|33.99\|1.80\|33.56\|34.20\|32.09\|816336;2026-04-16\|33.84\|-0.44\|35.00\|35.80\|33.45\|580328;2026-04-17\|33.03\|-2.39\|34.02\|34.09\|32.75\|461186;2026-04-20\|34.76\|5.24\|33.32\|35.56\|32.91\|534133;2026-04-21\|35.68\|2.65\|34.51\|36.37\|34.07\|413323;2026-04-22\|34.88\|-2.24\|35.56\|36.00\|34.80\|382247;2026-04-23\|34.59\|-0.83\|35.16\|35.65\|34.10\|359948;2026-04-24\|34.22\|-1.07\|34.20\|36.23\|33.98\|439962;2026-04-27\|37.64\|9.99\|35.78\|37.64\|35.28\|470838;2026-04-28\|37.64\|0.00\|38.28\|38.57\|37.15\|699123;2026-04-29\|38.18\|1.43\|37.14\|38.50\|36.40\|496692;2026-04-30\|38.35\|0.45\|38.46\|38.99\|37.70\|501909;2026-05-06\|40.43\|5.42\|39.67\|41.67\|38.64\|583209;2026-05-07\|44.00\|8.83\|40.70\|44.47\|40.50\|504277;2026-05-08\|43.14\|-1.95\|43.80\|43.95\|42.38\|323451;2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|78.35\|-9.63\|85.66\|86.40\|78.03\|470069;2026-07-14\|86.19\|10.01\|79.76\|86.19\|78.66\|391846;2026-07-15\|87.15\|1.11\|91.02\|93.68\|86.93\|589028
111609	英伟达VR200NVL72服务器将使用约60万个MLCC	MLCC+AI算力+广东国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月1日公告，公司澄清近期媒体提及的“针对代理商0402、0603芯片电阻、MLCC全线暂停接单”信息不属实，为做好部分数字系统升级及产品结构调整，公司执行部分产品暂缓接单，截至公告日已恢复接单。 2、据2026年4月21日年报，公司是国内被动电子元件行业龙头，核心产品MLCC、片式电阻器均为“国家级制造业单项冠军产品”，致力于与AI算力、智能机器人等领域客户开展技术合作，提供电子元件整体配套解决方案。 3、据2026年5月29日互动易及4月21日公告，公司“祥和工业园高端电容基地项目”已于2025年底全面建设完成，2026年4月完成结项，后续将根据规划及市场需求合理规划产能。 4、据公司公告，公司最终控制人为广东省人民政府国有资产监督管理委员会，属于国有企业。	国内被动电子元件行业龙头；公司MLCC、合金电阻、大电流电感已批量导入国内头部AI服务器及机器人客户，AI算力订单充足	2026-03-05\|23.75\|-0.63\|24.57\|24.57\|23.45\|912118;2026-03-06\|23.75\|0.00\|23.75\|24.10\|22.83\|702972;2026-03-09\|23.01\|-3.12\|23.39\|23.50\|22.12\|830952;2026-03-10\|23.89\|3.82\|23.56\|24.08\|23.30\|853825;2026-03-11\|23.40\|-2.05\|23.75\|24.44\|23.30\|823294;2026-03-12\|22.50\|-3.85\|23.40\|23.50\|21.93\|852130;2026-03-13\|21.70\|-3.56\|22.24\|22.38\|21.59\|621848;2026-03-16\|21.95\|1.15\|21.70\|22.02\|21.17\|509890;2026-03-17\|22.40\|2.05\|22.09\|22.88\|21.31\|1021638;2026-03-18\|22.50\|0.45\|22.65\|22.98\|22.08\|915939;2026-03-19\|22.53\|0.13\|21.86\|22.93\|21.40\|921302;2026-03-20\|21.29\|-5.50\|22.36\|22.58\|21.16\|664262;2026-03-23\|19.58\|-8.03\|20.60\|20.80\|19.40\|788330;2026-03-24\|20.10\|2.66\|19.88\|20.16\|19.10\|607791;2026-03-25\|20.15\|0.25\|20.30\|20.65\|19.90\|541808;2026-03-26\|19.43\|-3.57\|20.05\|20.23\|19.33\|404993;2026-03-27\|19.61\|0.93\|19.00\|19.78\|18.91\|383916;2026-03-30\|19.36\|-1.27\|19.20\|19.40\|18.84\|416986;2026-03-31\|18.93\|-2.22\|19.31\|19.68\|18.90\|328188;2026-04-01\|19.52\|3.12\|19.39\|19.61\|19.23\|360394;2026-04-02\|18.62\|-4.61\|19.39\|19.40\|18.41\|385079;2026-04-03\|18.61\|-0.05\|18.72\|18.87\|18.50\|284210;2026-04-07\|18.55\|-0.32\|18.70\|18.92\|18.44\|227590;2026-04-08\|19.83\|6.90\|19.19\|20.41\|19.19\|1023888;2026-04-09\|19.73\|-0.50\|19.65\|20.03\|19.50\|450046;2026-04-10\|19.96\|1.17\|19.96\|20.33\|19.95\|558067;2026-04-13\|20.49\|2.66\|19.81\|20.68\|19.78\|552117;2026-04-14\|20.84\|1.71\|20.98\|21.14\|20.45\|608592;2026-04-15\|21.04\|0.96\|21.41\|21.80\|20.90\|754321;2026-04-16\|22.22\|5.61\|21.06\|22.40\|21.04\|922541;2026-04-17\|21.99\|-1.04\|22.00\|22.29\|21.83\|565344;2026-04-20\|22.17\|0.82\|22.01\|22.80\|21.87\|636727;2026-04-21\|22.19\|0.09\|21.66\|22.47\|21.41\|532958;2026-04-22\|22.48\|1.31\|22.00\|22.59\|21.89\|486663;2026-04-23\|22.16\|-1.42\|22.50\|22.58\|21.68\|539410;2026-04-24\|22.73\|2.57\|22.01\|23.17\|22.01\|921418;2026-04-27\|23.29\|2.46\|23.42\|23.99\|22.91\|848896;2026-04-28\|24.44\|4.94\|23.08\|24.99\|22.87\|1189713;2026-04-29\|25.28\|3.44\|23.84\|25.88\|23.58\|1146356;2026-04-30\|25.09\|-0.75\|25.51\|25.58\|24.54\|928123;2026-05-06\|24.81\|-1.12\|25.50\|25.58\|24.71\|863291;2026-05-07\|25.15\|1.37\|24.90\|25.50\|24.76\|653214;2026-05-08\|25.87\|2.86\|24.80\|26.18\|24.52\|905668;2026-05-11\|28.46\|10.01\|26.38\|28.46\|26.20\|724314;2026-05-12\|29.45\|3.48\|28.97\|29.85\|28.03\|1385176;2026-05-13\|29.57\|0.41\|28.88\|29.77\|28.60\|877356;2026-05-14\|28.21\|-4.60\|29.96\|30.20\|28.19\|747808;2026-05-15\|27.00\|-4.29\|28.30\|28.70\|26.70\|708015;2026-05-18\|29.43\|9.00\|26.77\|29.70\|26.77\|1202018;2026-05-19\|32.37\|9.99\|29.60\|32.37\|29.03\|719350;2026-05-20\|34.00\|5.04\|33.50\|34.95\|33.00\|1735898;2026-05-21\|34.20\|0.59\|34.87\|36.19\|34.01\|1336047;2026-05-22\|37.62\|10.00\|36.89\|37.62\|36.21\|313717;2026-05-25\|41.38\|9.99\|41.38\|41.38\|41.38\|87204;2026-05-26\|41.70\|0.77\|42.12\|43.50\|40.18\|2645573;2026-05-27\|44.22\|6.04\|42.00\|44.99\|41.72\|2091079;2026-05-28\|48.64\|10.00\|44.60\|48.64\|44.50\|1530833;2026-05-29\|53.03\|9.03\|51.82\|53.50\|49.55\|2295434;2026-06-01\|55.05\|3.81\|48.98\|58.26\|48.98\|2583336;2026-06-02\|59.91\|8.83\|53.48\|60.56\|52.50\|1899666;2026-06-03\|60.54\|1.05\|59.09\|61.67\|56.80\|2024524;2026-06-04\|63.50\|4.89\|58.80\|64.59\|58.80\|1678703;2026-06-05\|59.65\|-6.06\|60.00\|62.17\|57.96\|1692663;2026-06-08\|55.53\|-6.91\|58.76\|60.00\|54.55\|1699828;2026-06-09\|61.08\|9.99\|55.80\|61.08\|53.86\|1589081;2026-06-10\|59.81\|-2.08\|62.91\|63.99\|58.61\|1726186;2026-06-11\|64.30\|7.51\|60.01\|65.79\|59.50\|1831329;2026-06-12\|59.12\|-8.06\|66.50\|66.50\|57.87\|2169142;2026-06-15\|65.03\|10.00\|61.50\|65.03\|60.70\|1438221;2026-06-16\|70.61\|8.58\|68.24\|71.53\|68.00\|1795432;2026-06-17\|74.06\|4.89\|69.98\|74.09\|68.88\|1645583;2026-06-18\|74.60\|0.73\|71.50\|76.10\|71.22\|1363387;2026-06-22\|72.98\|-2.17\|74.61\|75.75\|70.33\|1566962;2026-06-23\|70.21\|-3.80\|71.41\|71.88\|66.66\|1272864;2026-06-24\|72.38\|3.09\|69.51\|73.50\|69.00\|1306556;2026-06-25\|79.62\|10.00\|73.10\|79.62\|71.00\|1450513;2026-06-26\|78.50\|-1.41\|77.50\|80.53\|77.34\|1419857;2026-06-29\|80.27\|2.25\|78.53\|84.00\|77.08\|1465205;2026-06-30\|72.24\|-10.00\|72.24\|72.24\|72.24\|447226;2026-07-01\|74.40\|2.99\|74.98\|76.80\|69.50\|1152951;2026-07-02\|66.96\|-10.00\|69.82\|71.17\|66.96\|862331;2026-07-03\|63.23\|-5.57\|65.50\|68.68\|61.27\|906756;2026-07-06\|58.50\|-7.48\|64.99\|65.78\|58.30\|815528;2026-07-07\|61.26\|4.72\|57.79\|63.00\|56.01\|819714;2026-07-08\|60.70\|-0.91\|61.87\|63.08\|57.50\|745417;2026-07-09\|64.55\|6.34\|61.89\|65.00\|59.16\|938222;2026-07-10\|60.01\|-6.89\|64.70\|66.28\|60.00\|1044727;2026-07-13\|54.01\|-10.00\|56.00\|57.50\|54.01\|222910;2026-07-14\|59.41\|10.00\|52.12\|59.41\|50.23\|1330266;2026-07-15\|53.53\|-9.90\|59.41\|59.50\|53.47\|1074496
111608	英伟达VR200NVL72服务器将使用约60万个MLCC	MLCC+光通信+液冷散热+商业航天行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月27日投资者关系活动记录表，2025年公司高可靠瓷介电容器实现销售收入8.46亿元，同比增长46.9%；自产业务收入同比增长46.6%，业绩实现强劲复苏。 2、据2026年5月14日互动易，公司自产业务微纳系统集成陶瓷管壳产品重点在光通信等应用领域拓展市场，SLCC产品在光模块领域有应用；据2026年5月27日投资者关系活动记录表，公司针对高速光模块领域推出了系列化产品并实现批量化生产。 3、据2026年6月17日互动易，公司持续拓展代理业务产品品类，引入液冷散热模组相关散热产品。 4、据2025年9月10日互动易及2026年5月22日投资者关系活动记录表，公司已组建商业航天专项小组，参与相关标准制定，已完成所有承接的商业化航天项目配套任务，积极布局战略性新兴行业。	公司为航天领域多层瓷介电容器（MLCC）的主要供应商之一	2026-03-05\|60.37\|0.22\|61.61\|61.89\|59.82\|103300;2026-03-06\|59.96\|-0.68\|59.50\|61.16\|59.03\|94447;2026-03-09\|57.52\|-4.07\|58.62\|58.66\|55.75\|115810;2026-03-10\|59.75\|3.88\|58.55\|60.18\|58.40\|85385;2026-03-11\|59.29\|-0.77\|59.66\|60.87\|59.16\|70585;2026-03-12\|57.34\|-3.29\|59.00\|59.28\|56.89\|75812;2026-03-13\|55.12\|-3.87\|56.73\|57.01\|55.09\|69686;2026-03-16\|55.60\|0.87\|55.12\|55.60\|54.15\|59900;2026-03-17\|53.89\|-3.08\|55.60\|55.75\|53.88\|59159;2026-03-18\|54.83\|1.74\|54.95\|54.98\|53.65\|45416;2026-03-19\|53.70\|-2.06\|54.00\|54.70\|53.35\|52295;2026-03-20\|52.60\|-2.05\|53.95\|54.45\|52.60\|66649;2026-03-23\|49.02\|-6.81\|51.28\|51.69\|48.55\|75561;2026-03-24\|50.28\|2.57\|49.93\|50.30\|48.50\|67079;2026-03-25\|51.05\|1.53\|50.30\|51.34\|50.30\|50933;2026-03-26\|50.35\|-1.37\|50.98\|51.40\|49.85\|42211;2026-03-27\|50.15\|-0.40\|49.47\|50.64\|49.20\|36020;2026-03-30\|50.03\|-0.24\|49.50\|50.24\|48.80\|40113;2026-03-31\|49.46\|-1.14\|50.12\|50.92\|49.39\|45395;2026-04-01\|50.21\|1.52\|50.39\|50.60\|49.86\|37681;2026-04-02\|47.77\|-4.86\|50.02\|50.16\|47.60\|60217;2026-04-03\|47.06\|-1.49\|48.16\|48.17\|46.80\|34694;2026-04-07\|46.90\|-0.34\|47.46\|47.78\|46.71\|27550;2026-04-08\|49.99\|6.59\|48.10\|50.00\|48.03\|60857;2026-04-09\|49.34\|-1.30\|49.13\|49.94\|48.92\|41593;2026-04-10\|49.95\|1.24\|49.59\|50.46\|49.59\|46518;2026-04-13\|50.97\|2.04\|49.45\|51.85\|49.28\|64074;2026-04-14\|52.21\|2.43\|51.65\|52.21\|51.35\|59535;2026-04-15\|51.19\|-1.95\|52.39\|52.50\|50.99\|69023;2026-04-16\|51.43\|0.47\|51.19\|51.80\|50.94\|41044;2026-04-17\|52.30\|1.69\|51.38\|52.67\|50.93\|59644;2026-04-20\|53.53\|2.35\|52.20\|53.57\|52.10\|69786;2026-04-21\|53.07\|-0.86\|53.14\|53.47\|52.68\|47087;2026-04-22\|53.55\|0.90\|52.80\|53.62\|52.66\|55189;2026-04-23\|52.28\|-2.37\|53.32\|53.71\|51.85\|63963;2026-04-24\|51.68\|-1.15\|52.15\|52.55\|51.40\|48019;2026-04-27\|52.17\|0.95\|51.59\|52.31\|50.81\|46797;2026-04-28\|52.50\|0.63\|51.90\|53.37\|51.11\|73148;2026-04-29\|51.68\|-1.56\|50.90\|51.86\|49.40\|95592;2026-04-30\|52.87\|2.30\|51.68\|52.97\|51.50\|76419;2026-05-06\|53.79\|1.74\|53.88\|54.81\|53.65\|95327;2026-05-07\|54.61\|1.52\|53.79\|54.73\|53.13\|81767;2026-05-08\|56.91\|4.21\|54.25\|57.02\|53.77\|129896;2026-05-11\|57.33\|0.74\|57.00\|58.83\|56.71\|142715;2026-05-12\|56.14\|-2.08\|57.01\|57.33\|55.68\|94026;2026-05-13\|58.15\|3.58\|55.90\|58.58\|55.38\|111515;2026-05-14\|57.33\|-1.41\|58.15\|59.18\|56.85\|111562;2026-05-15\|56.11\|-2.13\|57.01\|57.78\|55.54\|88247;2026-05-18\|57.81\|3.03\|56.50\|57.98\|55.16\|86234;2026-05-19\|60.00\|4.24\|57.79\|60.38\|56.51\|143737;2026-05-20\|59.52\|-0.80\|59.28\|59.94\|58.40\|108922;2026-05-21\|58.99\|-0.89\|59.99\|61.66\|58.50\|141926;2026-05-22\|64.89\|10.00\|59.53\|64.89\|59.53\|237103;2026-05-25\|67.79\|4.47\|69.50\|69.50\|66.81\|286360;2026-05-26\|64.99\|-4.13\|66.86\|67.50\|63.48\|194431;2026-05-27\|63.69\|-2.00\|65.20\|67.29\|63.05\|196230;2026-05-28\|70.06\|10.00\|63.48\|70.06\|63.36\|228334;2026-05-29\|69.26\|-1.14\|73.02\|74.56\|68.87\|304638;2026-06-01\|71.80\|3.67\|67.30\|74.00\|67.28\|268924;2026-06-02\|78.98\|10.00\|70.69\|78.98\|68.31\|286626;2026-06-03\|77.10\|-2.38\|80.00\|83.57\|75.03\|384463;2026-06-04\|81.11\|5.20\|75.91\|82.35\|75.91\|292363;2026-06-05\|74.80\|-7.78\|79.50\|79.50\|73.12\|259588;2026-06-08\|67.32\|-10.00\|70.00\|71.70\|67.32\|200048;2026-06-09\|70.27\|4.38\|67.99\|70.99\|64.32\|279058;2026-06-10\|68.70\|-2.23\|68.61\|70.67\|66.50\|181261;2026-06-11\|66.70\|-2.91\|67.47\|69.40\|64.96\|172756;2026-06-12\|62.20\|-6.75\|68.12\|68.36\|61.61\|217825;2026-06-15\|68.42\|10.00\|63.00\|68.42\|63.00\|143982;2026-06-16\|72.23\|5.57\|71.33\|73.20\|70.70\|270944;2026-06-17\|75.00\|3.83\|71.35\|75.40\|71.35\|247212;2026-06-18\|76.37\|1.83\|74.00\|77.22\|73.58\|207349;2026-06-22\|75.63\|-0.97\|77.20\|77.37\|73.01\|203455;2026-06-23\|71.96\|-4.85\|75.00\|75.00\|70.60\|132759;2026-06-24\|76.00\|5.61\|71.60\|76.38\|71.00\|195823;2026-06-25\|83.60\|10.00\|76.22\|83.60\|76.15\|142344;2026-06-26\|78.03\|-6.66\|84.30\|84.40\|77.00\|268632;2026-06-29\|76.05\|-2.54\|80.34\|82.37\|73.78\|212774;2026-06-30\|77.48\|1.88\|75.08\|77.68\|72.43\|188488;2026-07-01\|76.30\|-1.52\|78.48\|81.77\|74.75\|229921;2026-07-02\|70.81\|-7.20\|73.16\|75.16\|68.69\|164408;2026-07-03\|68.63\|-3.08\|69.95\|72.48\|67.01\|164263;2026-07-06\|65.51\|-4.55\|70.20\|71.70\|64.75\|138736;2026-07-07\|64.10\|-2.15\|65.00\|66.56\|63.79\|101665;2026-07-08\|62.86\|-1.93\|64.20\|66.30\|60.67\|131866;2026-07-09\|62.86\|0.00\|63.90\|64.23\|59.54\|151603;2026-07-10\|61.22\|-2.61\|62.86\|64.99\|61.03\|173927;2026-07-13\|55.10\|-10.00\|60.01\|60.60\|55.10\|144443;2026-07-14\|56.81\|3.10\|54.82\|57.06\|53.30\|119691;2026-07-15\|53.49\|-5.84\|56.75\|57.45\|53.40\|94032
111607	英伟达VR200NVL72服务器将使用约60万个MLCC	超级电容炭+AI算力上游+新能源碳材料 1、据2026年4月29日互动易，公司超级电容炭已达产并实现稳定销售，AI算力发展扩大了超级电容炭的需求。 2、据2026年4月27日业绩说明会，公司2025年新能源碳材料业务占营业总收入约5%；据2026年4月28日互动易，公司新能源碳材料业务预计2026年将保持较快增长速度，且“年产2,000吨多孔碳建设项目”正在有序推进中。 3、据2026年4月16日年度报告，公司是国内木质活性炭行业领军企业，主营业务包括活性炭、硅酸钠、硅胶、白炭黑四大业务板块，2025年实现营业收入1,904,279,005.37元。	公司超级电容炭已达产并实现稳定销售，AI算力发展扩大了超级电容炭的需求	2026-03-05\|16.49\|1.66\|16.50\|16.74\|16.38\|90255;2026-03-06\|16.94\|2.73\|16.41\|17.26\|16.34\|94701;2026-03-09\|16.75\|-1.12\|16.70\|16.91\|16.38\|72100;2026-03-10\|17.12\|2.21\|16.88\|17.24\|16.78\|85111;2026-03-11\|17.16\|0.23\|17.15\|17.32\|17.09\|81460;2026-03-12\|17.27\|0.64\|17.22\|17.37\|17.05\|66337;2026-03-13\|17.21\|-0.35\|17.25\|17.54\|17.10\|89597;2026-03-16\|17.08\|-0.76\|16.93\|17.22\|16.92\|63876;2026-03-17\|16.44\|-3.75\|17.13\|17.19\|16.39\|99738;2026-03-18\|16.95\|3.10\|16.50\|16.99\|16.50\|81914;2026-03-19\|16.92\|-0.18\|16.88\|17.12\|16.80\|77197;2026-03-20\|16.35\|-3.37\|16.97\|17.05\|16.32\|85860;2026-03-23\|15.66\|-4.22\|16.10\|16.23\|15.53\|150008;2026-03-24\|15.89\|1.47\|15.90\|15.98\|15.43\|84850;2026-03-25\|16.29\|2.52\|15.84\|16.30\|15.73\|60492;2026-03-26\|16.11\|-1.10\|16.22\|16.55\|16.00\|54352;2026-03-27\|16.69\|3.60\|15.85\|16.74\|15.81\|104635;2026-03-30\|16.29\|-2.40\|16.50\|16.73\|16.05\|99123;2026-03-31\|15.85\|-2.70\|16.19\|16.29\|15.79\|64128;2026-04-01\|16.13\|1.77\|16.08\|16.19\|15.93\|55012;2026-04-02\|16.04\|-0.56\|16.06\|16.20\|15.89\|50807;2026-04-03\|15.72\|-2.00\|16.00\|16.11\|15.68\|55776;2026-04-07\|16.65\|5.92\|15.82\|16.67\|15.75\|118293;2026-04-08\|16.93\|1.68\|16.79\|16.97\|16.56\|85796;2026-04-09\|16.88\|-0.30\|16.92\|17.14\|16.77\|65592;2026-04-10\|16.91\|0.18\|16.92\|17.11\|16.90\|48756;2026-04-13\|17.17\|1.54\|16.91\|17.29\|16.85\|80692;2026-04-14\|17.37\|1.16\|17.26\|17.48\|17.03\|86364;2026-04-15\|17.11\|-1.50\|17.27\|17.41\|17.10\|63700;2026-04-16\|17.04\|-0.41\|17.01\|17.14\|16.91\|65268;2026-04-17\|17.48\|2.58\|17.06\|17.62\|16.81\|166221;2026-04-20\|17.47\|-0.06\|17.36\|17.79\|17.28\|132602;2026-04-21\|17.60\|0.74\|17.47\|17.95\|17.27\|127119;2026-04-22\|17.89\|1.65\|18.03\|18.27\|17.62\|232426;2026-04-23\|17.32\|-3.19\|17.80\|17.85\|17.26\|158644;2026-04-24\|17.83\|2.94\|17.41\|18.28\|17.28\|199121;2026-04-27\|17.81\|-0.11\|17.60\|18.08\|16.92\|169253;2026-04-28\|17.77\|-0.22\|17.71\|18.28\|17.62\|149436;2026-04-29\|18.25\|2.70\|17.58\|18.45\|17.44\|194395;2026-04-30\|17.82\|-2.36\|18.26\|18.71\|17.82\|146455;2026-05-06\|18.00\|1.01\|17.89\|18.13\|17.75\|132629;2026-05-07\|18.25\|1.39\|18.00\|18.49\|17.88\|134076;2026-05-08\|17.97\|-1.53\|18.06\|18.50\|17.85\|140360;2026-05-11\|18.48\|2.84\|18.00\|18.79\|17.95\|204132;2026-05-12\|17.81\|-3.63\|18.50\|18.50\|17.77\|145445;2026-05-13\|17.89\|0.45\|17.71\|18.32\|17.50\|119694;2026-05-14\|17.90\|0.06\|17.95\|18.17\|17.34\|166046;2026-05-15\|17.89\|-0.06\|18.01\|18.42\|17.72\|134589;2026-05-18\|17.90\|0.06\|17.76\|18.02\|17.52\|77525;2026-05-19\|17.76\|-0.78\|18.00\|18.24\|17.51\|90001;2026-05-20\|20.32\|14.41\|17.70\|21.20\|17.60\|642912;2026-05-21\|19.10\|-6.00\|20.13\|20.38\|19.02\|395263;2026-05-22\|22.92\|20.00\|19.67\|22.92\|19.51\|614519;2026-05-25\|22.45\|-2.05\|25.08\|25.87\|22.00\|625321;2026-05-26\|21.66\|-3.52\|22.37\|22.48\|20.32\|484730;2026-05-27\|23.60\|8.96\|21.67\|24.03\|21.67\|570403;2026-05-28\|26.38\|11.78\|24.39\|27.68\|24.24\|664583;2026-05-29\|27.05\|2.54\|27.40\|28.92\|25.41\|849306;2026-06-01\|27.39\|1.26\|27.09\|29.50\|27.09\|684201;2026-06-02\|26.92\|-1.72\|26.50\|28.40\|25.68\|633652;2026-06-03\|26.48\|-1.63\|26.10\|27.79\|25.13\|612200;2026-06-04\|28.26\|6.72\|26.49\|28.49\|25.90\|742046;2026-06-05\|25.93\|-8.24\|26.84\|27.49\|25.51\|637510;2026-06-08\|23.37\|-9.87\|24.08\|24.96\|23.07\|533685;2026-06-09\|24.51\|4.88\|23.90\|25.28\|22.85\|438265;2026-06-10\|25.25\|3.02\|24.52\|27.58\|24.52\|529192;2026-06-11\|24.90\|-1.39\|24.82\|26.15\|24.14\|399671;2026-06-12\|23.28\|-6.51\|25.36\|25.76\|23.00\|493327;2026-06-15\|25.88\|11.17\|23.71\|26.08\|23.60\|464981;2026-06-16\|26.27\|1.51\|25.63\|26.73\|25.50\|447902;2026-06-17\|27.97\|6.47\|25.81\|28.75\|25.68\|594542;2026-06-18\|28.66\|2.47\|27.88\|30.20\|27.50\|563814;2026-06-22\|29.05\|1.36\|29.10\|30.16\|27.93\|513792;2026-06-23\|29.08\|0.10\|28.30\|30.24\|28.00\|424437;2026-06-24\|31.85\|9.53\|28.66\|32.13\|27.70\|512124;2026-06-25\|33.28\|4.49\|33.51\|35.72\|33.03\|559503;2026-06-26\|30.71\|-7.72\|32.99\|33.10\|30.71\|380639;2026-06-29\|28.99\|-5.60\|31.95\|32.77\|28.01\|494175;2026-06-30\|29.22\|0.79\|29.21\|29.28\|27.85\|410123;2026-07-01\|31.51\|7.84\|29.47\|32.10\|27.93\|578798;2026-07-02\|32.10\|1.87\|29.39\|33.90\|28.75\|556531;2026-07-03\|29.86\|-6.98\|31.60\|32.18\|29.26\|378269;2026-07-06\|28.27\|-5.32\|30.11\|30.50\|27.80\|294515;2026-07-07\|26.26\|-7.11\|28.11\|28.50\|26.00\|309083;2026-07-08\|24.59\|-6.36\|26.45\|26.45\|24.50\|280853;2026-07-09\|24.88\|1.59\|24.90\|26.19\|23.24\|322749;2026-07-10\|23.24\|-6.59\|25.02\|25.77\|23.24\|304857;2026-07-13\|21.05\|-9.42\|22.84\|23.14\|20.95\|266850;2026-07-14\|22.09\|4.94\|21.02\|22.29\|20.69\|214261;2026-07-15\|21.30\|-3.58\|21.90\|22.22\|20.83\|164087
111606	英伟达VR200NVL72服务器将使用约60万个MLCC	MLCC离型膜+复合铜箔+扭亏为盈行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2026年6月11日异动公告，公司MLCC离型膜主要应用于消费电子和汽车电子用领域，因技术壁垒较高暂未涉及AI算力相关应用，该业务营收占公司整体营收比例未达1%，短期内对公司业绩影响很小。 2、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单；据2025年年报，复合铜箔项目已具备规模化量产条件。 3、据2026年4月28日一季报，公司一季度实现归母净利润405.80万元，同比扭亏为盈。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-03-05\|7.40\|0.14\|7.55\|7.63\|7.34\|249806;2026-03-06\|7.41\|0.14\|7.36\|7.50\|7.32\|246239;2026-03-09\|7.29\|-1.62\|7.38\|7.41\|7.06\|378155;2026-03-10\|7.48\|2.61\|7.37\|7.59\|7.35\|291818;2026-03-11\|7.51\|0.40\|7.49\|7.67\|7.41\|303145;2026-03-12\|7.86\|4.66\|7.58\|8.03\|7.49\|591862;2026-03-13\|7.64\|-2.80\|7.77\|7.88\|7.59\|382699;2026-03-16\|8.05\|5.37\|7.68\|8.18\|7.65\|750067;2026-03-17\|7.93\|-1.49\|8.02\|8.12\|7.91\|544688;2026-03-18\|7.71\|-2.77\|7.94\|8.22\|7.45\|673298;2026-03-19\|7.36\|-4.54\|7.77\|7.77\|7.31\|463330;2026-03-20\|7.06\|-4.08\|7.45\|7.49\|7.05\|454420;2026-03-23\|6.60\|-6.52\|6.85\|7.04\|6.52\|404198;2026-03-24\|6.82\|3.33\|6.78\|6.88\|6.55\|352581;2026-03-25\|6.97\|2.20\|6.88\|7.09\|6.88\|330604;2026-03-26\|6.89\|-1.15\|7.00\|7.35\|6.87\|466568;2026-03-27\|7.29\|5.81\|6.85\|7.47\|6.79\|524112;2026-03-30\|7.19\|-1.37\|7.19\|7.30\|7.08\|261767;2026-03-31\|6.79\|-5.56\|7.18\|7.19\|6.78\|369547;2026-04-01\|6.88\|1.33\|6.94\|7.05\|6.82\|241584;2026-04-02\|6.76\|-1.74\|6.89\|7.01\|6.69\|260500;2026-04-03\|6.53\|-3.40\|6.79\|6.86\|6.45\|260478;2026-04-07\|6.75\|3.37\|6.55\|6.78\|6.55\|237079;2026-04-08\|6.90\|2.22\|6.89\|6.95\|6.78\|217393;2026-04-09\|6.82\|-1.16\|6.81\|6.94\|6.72\|191277;2026-04-10\|6.82\|0.00\|6.88\|6.97\|6.80\|183100;2026-04-13\|6.86\|0.59\|6.78\|6.87\|6.68\|228604;2026-04-14\|6.94\|1.17\|6.87\|6.95\|6.79\|213752;2026-04-15\|7.15\|3.03\|6.98\|7.63\|6.96\|737251;2026-04-16\|7.13\|-0.28\|7.18\|7.21\|7.03\|392966;2026-04-17\|7.46\|4.63\|7.06\|7.60\|7.05\|684671;2026-04-20\|7.65\|2.55\|7.36\|7.92\|7.36\|729360;2026-04-21\|7.84\|2.48\|7.64\|8.02\|7.57\|504249;2026-04-22\|7.85\|0.13\|7.84\|7.96\|7.73\|467608;2026-04-23\|7.54\|-3.95\|7.81\|7.84\|7.49\|517787;2026-04-24\|7.62\|1.06\|7.54\|7.73\|7.43\|351102;2026-04-27\|8.02\|5.25\|7.62\|8.05\|7.52\|499509;2026-04-28\|7.77\|-3.12\|7.83\|7.98\|7.24\|936614;2026-04-29\|7.78\|0.13\|7.72\|7.89\|7.59\|455764;2026-04-30\|7.75\|-0.39\|7.74\|8.04\|7.62\|487402;2026-05-06\|8.16\|5.29\|7.80\|8.23\|7.79\|586716;2026-05-07\|7.97\|-2.33\|8.15\|8.33\|7.90\|610491;2026-05-08\|7.89\|-1.00\|7.92\|8.06\|7.82\|367664;2026-05-11\|8.68\|10.01\|7.95\|8.68\|7.93\|612260;2026-05-12\|8.78\|1.15\|9.00\|9.29\|8.45\|1848779;2026-05-13\|8.65\|-1.48\|8.72\|8.77\|8.41\|924895;2026-05-14\|8.36\|-3.35\|8.64\|8.82\|8.36\|896995;2026-05-15\|8.39\|0.36\|8.45\|9.05\|8.36\|769429;2026-05-18\|8.69\|3.58\|8.46\|8.70\|8.24\|706948;2026-05-19\|8.95\|2.99\|8.55\|9.17\|8.37\|1016536;2026-05-20\|8.37\|-6.48\|8.94\|8.94\|8.36\|935971;2026-05-21\|8.16\|-2.51\|8.40\|9.16\|8.00\|870571;2026-05-22\|8.98\|10.05\|8.18\|8.98\|7.88\|898718;2026-05-25\|9.88\|10.02\|9.78\|9.88\|9.62\|435718;2026-05-26\|10.87\|10.02\|10.07\|10.87\|9.80\|2138613;2026-05-27\|10.75\|-1.10\|10.43\|11.23\|10.25\|2527872;2026-05-28\|11.39\|5.95\|10.44\|11.80\|10.44\|2287489;2026-05-29\|10.23\|-10.03\|11.05\|11.47\|10.23\|1789782;2026-06-01\|10.57\|3.32\|10.17\|11.05\|10.00\|1436014;2026-06-02\|11.22\|6.15\|10.40\|11.35\|10.20\|1844540;2026-06-03\|10.73\|-4.37\|11.01\|11.58\|10.48\|1842530;2026-06-04\|11.80\|9.97\|10.74\|11.80\|10.70\|736617;2026-06-05\|11.82\|0.17\|12.98\|12.98\|11.71\|2961005;2026-06-08\|11.09\|-6.18\|10.93\|12.30\|10.93\|2237965;2026-06-09\|12.20\|10.01\|11.27\|12.20\|11.10\|1286480;2026-06-10\|13.42\|10.00\|12.91\|13.42\|12.91\|1672630;2026-06-11\|12.42\|-7.45\|13.16\|13.48\|12.08\|2832339;2026-06-12\|11.58\|-6.76\|12.42\|12.79\|11.24\|2026361;2026-06-15\|12.74\|10.02\|11.76\|12.74\|11.76\|954632;2026-06-16\|14.01\|9.97\|13.77\|14.01\|13.74\|616477;2026-06-17\|14.86\|6.07\|13.56\|15.18\|13.52\|2890015;2026-06-18\|14.85\|-0.07\|14.79\|15.15\|14.40\|1897697;2026-06-22\|14.60\|-1.68\|15.22\|15.35\|14.17\|1654040;2026-06-23\|13.65\|-6.51\|14.34\|14.40\|13.15\|1300460;2026-06-24\|14.00\|2.56\|13.31\|14.17\|13.30\|1441967;2026-06-25\|14.70\|5.00\|14.29\|14.85\|13.33\|1721961;2026-06-26\|13.46\|-8.44\|14.13\|14.29\|13.35\|1195372;2026-06-29\|12.38\|-8.02\|13.70\|14.14\|12.11\|1211431;2026-06-30\|12.40\|0.16\|12.01\|12.76\|11.50\|1044698;2026-07-01\|12.02\|-3.06\|12.66\|12.85\|11.91\|1059120;2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.17\|-8.21\|9.80\|9.93\|9.11\|662406;2026-07-14\|9.48\|3.38\|9.16\|9.59\|8.95\|582659;2026-07-15\|9.25\|-2.43\|9.66\|9.98\|9.22\|522841
111605	英伟达VR200NVL72服务器将使用约60万个MLCC	电容薄膜+塑胶复合材料+露营经济 1、据2026年4月29日年报，公司年产5,700吨超薄特种电容薄膜项目一期两条生产线已竣工并批量出货，二期在建，产品切入算力、消费电子等高端市场。 2、据2026年4月29日年报，公司主营拉丝气垫材料、充气游艇材料国内领先，篷盖材料直接用于户外帐篷等露营场景，露营经济需求持续。 3、据2025年9月29日机构调研，公司未来三年将资源向电容薄膜倾斜，保持塑胶复合材料优势，实现销售稳步增长。	公司生产的的电容薄膜主要运用于薄膜电容器，薄膜电容器可以应用于消费电子行业中的部分家电、电子产品和pc电源等领域	2026-03-05\|15.00\|1.01\|15.01\|15.22\|14.88\|18293;2026-03-06\|15.59\|3.93\|14.93\|15.66\|14.92\|24367;2026-03-09\|15.55\|-0.26\|15.52\|15.59\|15.24\|21857;2026-03-10\|16.00\|2.89\|15.70\|16.06\|15.66\|20404;2026-03-11\|15.89\|-0.69\|15.97\|16.15\|15.84\|20554;2026-03-12\|15.72\|-1.07\|15.84\|16.05\|15.50\|18245;2026-03-13\|15.86\|0.89\|15.57\|16.10\|15.57\|16030;2026-03-16\|15.72\|-0.88\|15.81\|16.02\|15.56\|18510;2026-03-17\|15.47\|-1.59\|15.69\|15.90\|15.36\|15653;2026-03-18\|15.74\|1.75\|15.42\|15.78\|15.26\|17965;2026-03-19\|15.21\|-3.37\|15.78\|15.85\|15.10\|16824;2026-03-20\|14.56\|-4.27\|15.21\|15.35\|14.54\|25485;2026-03-23\|13.64\|-6.32\|14.39\|14.39\|13.40\|30646;2026-03-24\|14.31\|4.91\|13.92\|14.38\|13.62\|27998;2026-03-25\|14.66\|2.45\|14.31\|14.87\|14.27\|22860;2026-03-26\|14.39\|-1.84\|14.64\|14.85\|14.27\|12266;2026-03-27\|14.69\|2.08\|14.20\|14.69\|14.20\|16854;2026-03-30\|14.91\|1.50\|14.61\|14.96\|14.45\|20807;2026-03-31\|14.65\|-1.74\|14.95\|15.15\|14.44\|14393;2026-04-01\|14.82\|1.16\|14.82\|15.02\|14.67\|15316;2026-04-02\|14.60\|-1.48\|14.67\|14.95\|14.30\|16526;2026-04-03\|14.04\|-3.84\|14.62\|14.68\|14.01\|16556;2026-04-07\|14.46\|2.99\|13.67\|14.56\|13.67\|16963;2026-04-08\|14.90\|3.04\|14.95\|15.00\|14.54\|16138;2026-04-09\|14.53\|-2.48\|15.12\|15.12\|14.50\|15944;2026-04-10\|14.75\|1.51\|14.57\|14.95\|14.57\|14299;2026-04-13\|14.63\|-0.81\|14.75\|14.85\|14.44\|11316;2026-04-14\|14.66\|0.21\|14.71\|14.82\|14.41\|17328;2026-04-15\|14.54\|-0.82\|14.65\|14.85\|14.44\|12010;2026-04-16\|14.87\|2.27\|14.55\|14.98\|14.41\|13705;2026-04-17\|14.78\|-0.61\|14.90\|14.90\|14.59\|9631;2026-04-20\|14.90\|0.81\|14.78\|14.91\|14.59\|12847;2026-04-21\|15.02\|0.81\|15.00\|15.35\|14.90\|19141;2026-04-22\|14.94\|-0.53\|14.99\|15.04\|14.79\|13022;2026-04-23\|14.92\|-0.13\|14.95\|15.14\|14.81\|16132;2026-04-24\|15.08\|1.07\|14.78\|15.14\|14.71\|13532;2026-04-27\|15.33\|1.66\|15.86\|15.86\|14.77\|25296;2026-04-28\|15.44\|0.72\|15.49\|15.57\|15.24\|25183;2026-04-29\|15.65\|1.36\|15.24\|15.73\|15.12\|28645;2026-04-30\|15.85\|1.28\|15.65\|15.92\|15.48\|19898;2026-05-06\|15.71\|-0.88\|16.00\|16.09\|15.51\|21079;2026-05-07\|15.79\|0.51\|15.71\|15.94\|15.71\|17370;2026-05-08\|15.88\|0.57\|15.87\|15.96\|15.74\|17846;2026-05-11\|15.83\|-0.31\|15.89\|16.09\|15.62\|18104;2026-05-12\|15.53\|-1.90\|15.80\|15.91\|15.45\|15740;2026-05-13\|15.53\|0.00\|15.53\|15.65\|15.37\|13586;2026-05-14\|15.49\|-0.26\|15.52\|15.68\|15.35\|14386;2026-05-15\|15.38\|-0.71\|15.44\|15.63\|15.24\|16759;2026-05-18\|15.40\|0.13\|15.30\|15.48\|15.06\|14657;2026-05-19\|15.32\|-0.52\|15.42\|15.60\|15.03\|14503;2026-05-20\|15.17\|-0.98\|15.32\|15.32\|15.05\|13059;2026-05-21\|14.68\|-3.23\|15.13\|15.32\|14.61\|22185;2026-05-22\|16.15\|10.01\|14.92\|16.15\|14.61\|47772;2026-05-25\|15.72\|-2.66\|17.59\|17.59\|15.62\|129580;2026-05-26\|15.64\|-0.51\|15.82\|16.71\|15.46\|99595;2026-05-27\|14.66\|-6.27\|15.64\|16.00\|14.42\|83480;2026-05-28\|14.39\|-1.84\|14.93\|16.00\|14.02\|82425;2026-05-29\|13.46\|-6.46\|14.65\|14.68\|13.44\|66871;2026-06-01\|14.06\|4.46\|13.44\|14.22\|13.29\|46238;2026-06-02\|13.61\|-3.20\|14.05\|14.21\|13.50\|34787;2026-06-03\|13.48\|-0.96\|13.61\|13.69\|13.31\|24858;2026-06-04\|13.25\|-1.71\|13.49\|13.59\|13.00\|24028;2026-06-05\|13.75\|3.77\|13.18\|13.97\|13.06\|30784;2026-06-08\|13.28\|-3.42\|13.39\|13.69\|13.01\|23420;2026-06-09\|13.37\|0.68\|13.30\|13.54\|13.13\|19665;2026-06-10\|13.40\|0.22\|13.36\|13.49\|13.15\|16583;2026-06-11\|13.54\|1.04\|13.30\|13.60\|13.23\|19875;2026-06-12\|13.88\|2.51\|13.63\|14.10\|13.57\|26425;2026-06-15\|13.99\|0.79\|13.88\|14.13\|13.67\|26209;2026-06-16\|13.99\|0.50\|13.90\|14.18\|13.71\|27573;2026-06-17\|14.28\|2.07\|13.99\|14.30\|13.71\|33294;2026-06-18\|14.19\|-0.63\|14.23\|14.41\|13.75\|31954;2026-06-22\|13.12\|-7.54\|14.19\|14.32\|12.95\|41482;2026-06-23\|13.73\|4.65\|13.15\|14.10\|13.12\|45424;2026-06-24\|13.44\|-2.11\|13.70\|13.91\|13.31\|28227;2026-06-25\|12.41\|-7.66\|13.48\|13.53\|12.31\|37167;2026-06-26\|12.24\|-1.37\|12.50\|12.56\|12.02\|24672;2026-06-29\|12.18\|-0.49\|12.00\|12.45\|11.70\|24390;2026-06-30\|11.85\|-2.71\|12.05\|12.31\|11.75\|22484;2026-07-01\|12.10\|2.11\|11.84\|12.28\|11.72\|25440;2026-07-02\|12.16\|0.50\|12.06\|12.64\|12.03\|21341;2026-07-03\|12.35\|1.56\|12.36\|12.49\|12.18\|19794;2026-07-06\|12.19\|-1.30\|12.39\|12.63\|12.13\|18635;2026-07-07\|11.80\|-3.20\|12.20\|12.26\|11.74\|20141;2026-07-08\|11.54\|-2.20\|11.72\|11.87\|11.36\|15235;2026-07-09\|11.30\|-2.08\|11.53\|11.58\|11.05\|15432;2026-07-10\|11.54\|2.12\|11.27\|11.77\|11.01\|19524;2026-07-13\|11.10\|-3.81\|11.47\|11.57\|11.00\|21618;2026-07-14\|11.43\|2.97\|11.10\|11.45\|10.95\|17488;2026-07-15\|11.47\|0.35\|11.39\|11.65\|11.32\|15662
111604	英伟达VR200NVL72服务器将使用约60万个MLCC	薄膜电容器+AI数据中心电源+固态变压器行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年5月21日投资者关系活动记录表，公司正全面跟进固态变压器等与AI数据中心电源相关应用场景的产品开发与市场导入，并预计将进一步扩大AI算力应用领域配套产品的产能。 2、据2026年5月22日互动易，公司薄膜电容器已用于AI服务器电源及数据中心电源等应用领域。 3、据2026年6月4日互动易，公司目前生产处于满产状态，三季度订单充足。	公司薄膜电容器广泛应用于新能源（光伏、储能、风电、新能源汽车）、数据中心、智能电网、轨道交通、工业控制、消费类等应用领域	2026-03-05\|114.71\|0.57\|115.67\|118.28\|114.00\|47896;2026-03-06\|117.85\|2.74\|114.71\|121.49\|114.33\|67881;2026-03-09\|115.37\|-2.10\|116.88\|116.88\|111.61\|67382;2026-03-10\|117.10\|1.50\|116.88\|117.86\|116.10\|39279;2026-03-11\|118.91\|1.55\|117.61\|120.50\|117.01\|50233;2026-03-12\|121.05\|1.80\|119.00\|122.47\|117.59\|61113;2026-03-13\|117.85\|-2.64\|120.01\|121.77\|117.40\|48045;2026-03-16\|118.41\|0.48\|117.90\|119.44\|115.26\|37364;2026-03-17\|115.00\|-2.88\|118.77\|119.25\|114.30\|45602;2026-03-18\|124.47\|8.23\|115.00\|126.50\|115.00\|160105;2026-03-19\|122.96\|-1.21\|123.08\|125.71\|122.37\|97803;2026-03-20\|124.60\|1.33\|123.88\|129.90\|123.88\|117080;2026-03-23\|120.03\|-3.67\|122.02\|126.30\|119.27\|99151;2026-03-24\|127.18\|5.96\|122.10\|127.98\|120.18\|112828;2026-03-25\|136.77\|7.54\|132.00\|139.33\|130.90\|157737;2026-03-26\|134.88\|-1.38\|136.69\|137.78\|133.70\|89262;2026-03-27\|142.68\|5.78\|133.50\|143.03\|133.01\|132713;2026-03-30\|132.50\|-7.13\|135.53\|138.78\|130.00\|151431;2026-03-31\|124.91\|-5.73\|131.78\|132.40\|124.65\|118961;2026-04-01\|129.55\|3.71\|127.76\|132.88\|125.53\|106603;2026-04-02\|123.66\|-4.55\|130.57\|130.58\|122.60\|84229;2026-04-03\|119.18\|-3.62\|123.66\|124.27\|119.17\|70657;2026-04-07\|116.65\|-2.12\|119.59\|120.08\|115.68\|72447;2026-04-08\|121.08\|3.80\|119.39\|121.30\|118.95\|81904;2026-04-09\|120.26\|-0.68\|119.01\|120.68\|117.67\|81276;2026-04-10\|120.00\|-0.22\|120.98\|122.49\|119.42\|72878;2026-04-13\|119.39\|-0.51\|118.49\|121.50\|118.20\|54984;2026-04-14\|126.27\|5.76\|120.01\|126.31\|118.99\|108643;2026-04-15\|123.22\|-2.42\|126.67\|127.27\|122.31\|90120;2026-04-16\|123.70\|0.39\|122.57\|124.82\|122.57\|60028;2026-04-17\|127.34\|2.94\|123.02\|127.89\|123.02\|83901;2026-04-20\|126.00\|-1.05\|127.34\|127.34\|124.89\|61804;2026-04-21\|123.42\|-2.05\|126.17\|126.18\|123.20\|64278;2026-04-22\|124.50\|0.88\|123.26\|124.68\|121.99\|62318;2026-04-23\|119.16\|-4.29\|124.07\|124.16\|118.48\|93578;2026-04-24\|119.84\|0.57\|118.15\|122.74\|118.10\|57887;2026-04-27\|118.40\|-1.20\|119.80\|119.87\|117.11\|45534;2026-04-28\|114.49\|-3.30\|117.20\|118.38\|112.97\|80646;2026-04-29\|115.20\|0.62\|113.00\|116.66\|112.78\|49555;2026-04-30\|118.02\|2.45\|117.16\|120.45\|117.10\|68860;2026-05-06\|122.65\|3.92\|118.99\|123.85\|118.88\|95192;2026-05-07\|124.13\|1.21\|122.66\|125.60\|122.21\|62668;2026-05-08\|123.00\|-0.91\|123.80\|124.80\|121.88\|53234;2026-05-11\|128.70\|4.63\|123.81\|131.00\|123.65\|117805;2026-05-12\|126.03\|-2.07\|129.00\|130.93\|124.50\|64933;2026-05-13\|132.70\|5.29\|125.33\|134.60\|124.08\|107897;2026-05-14\|130.87\|-1.38\|134.95\|135.28\|128.91\|80338;2026-05-15\|133.97\|2.37\|130.90\|138.67\|127.25\|99382;2026-05-18\|134.18\|0.16\|132.80\|135.88\|131.45\|65243;2026-05-19\|147.60\|10.00\|132.58\|147.60\|131.00\|135452;2026-05-20\|162.36\|10.00\|150.55\|162.36\|150.55\|77411;2026-05-21\|158.36\|-2.46\|168.00\|171.67\|156.19\|228825;2026-05-22\|174.20\|10.00\|160.00\|174.20\|160.00\|170911;2026-05-25\|172.43\|-1.02\|176.00\|176.58\|167.35\|155454;2026-05-26\|162.51\|-5.75\|167.58\|168.98\|159.69\|124274;2026-05-27\|170.37\|4.84\|162.51\|176.32\|162.51\|139584;2026-05-28\|176.77\|3.76\|173.00\|179.99\|172.00\|129094;2026-05-29\|165.88\|-6.16\|181.11\|182.88\|163.54\|114563;2026-06-01\|154.40\|-6.92\|164.31\|165.88\|153.99\|124015;2026-06-02\|165.88\|7.44\|155.20\|169.50\|152.00\|116223;2026-06-03\|161.00\|-2.94\|165.88\|166.88\|158.32\|111562;2026-06-04\|171.74\|6.67\|157.99\|175.25\|157.99\|134498;2026-06-05\|169.36\|-1.39\|168.88\|174.68\|162.22\|144056;2026-06-08\|156.32\|-7.70\|159.00\|165.80\|154.20\|117447;2026-06-09\|166.57\|6.56\|160.00\|167.48\|151.60\|129827;2026-06-10\|155.00\|-6.95\|164.30\|164.73\|152.20\|114040;2026-06-11\|150.25\|-3.06\|152.30\|155.96\|147.59\|99985;2026-06-12\|143.00\|-3.35\|152.09\|153.20\|141.50\|112913;2026-06-15\|157.30\|10.00\|145.00\|157.30\|144.60\|90644;2026-06-16\|168.29\|6.99\|161.00\|173.00\|159.51\|128365;2026-06-17\|170.05\|1.05\|168.29\|172.23\|165.55\|94798;2026-06-18\|168.19\|-1.09\|169.98\|175.39\|167.77\|101054;2026-06-22\|172.94\|2.82\|170.50\|177.25\|167.50\|125242;2026-06-23\|162.51\|-6.03\|172.00\|172.00\|160.60\|100728;2026-06-24\|178.76\|10.00\|162.45\|178.76\|161.95\|165524;2026-06-25\|190.04\|6.31\|183.00\|191.55\|178.97\|209156;2026-06-26\|188.76\|-0.67\|188.00\|195.50\|177.70\|170848;2026-06-29\|189.40\|0.34\|191.00\|198.80\|185.60\|169242;2026-06-30\|190.80\|0.74\|186.00\|195.68\|184.10\|131285;2026-07-01\|182.55\|-4.32\|192.20\|195.20\|177.99\|141116;2026-07-02\|164.30\|-10.00\|172.55\|173.30\|164.30\|112859;2026-07-03\|157.06\|-4.41\|160.27\|163.68\|153.52\|105367;2026-07-06\|153.64\|-2.18\|160.00\|161.82\|149.40\|92108;2026-07-07\|150.47\|-2.06\|153.50\|157.50\|148.71\|67639;2026-07-08\|140.84\|-6.40\|151.00\|151.37\|140.36\|91508;2026-07-09\|150.88\|7.13\|143.65\|151.60\|140.33\|95323;2026-07-10\|143.65\|-4.79\|151.47\|154.26\|143.65\|88361;2026-07-13\|134.50\|-6.37\|140.01\|142.72\|134.03\|78776;2026-07-14\|138.66\|3.09\|135.64\|139.41\|131.80\|69229;2026-07-15\|131.71\|-5.01\|138.69\|139.98\|131.00\|55993
111603	英伟达VR200NVL72服务器将使用约60万个MLCC	MLCC+电子陶瓷+定增扩产 1、据2026年6月10日公告，公司调整定增方案，拟募资不超8.75亿元用于DPC智能化产线及MLCC产线技改等项目，旨在突破产能瓶颈，提升高容产品良率与生产规模。 2、据2026年6月10日公告，公司MLCC业务已逐步攻克材料配方、精密印刷等核心技术，并已与业内知名经销商建立长期战略合作关系；公司电子陶瓷领域DPC业务产品涵盖预制金锡陶瓷热沉，广泛应用于高功率激光器、卫星等领域，并已向创鑫激光、华光光电子等行业头部客户供货。 3、据2025年年度报告，公司主营消费电子精密零部件，客户覆盖华为、小米、OPPO、VIVO等终端品牌，具备冲压、注塑、SMT等全产业链技术要素能力。	公司主要聚焦 MLCC（多层片式陶瓷电容器）这一核心被动元件，成功自主开发出高功率光纤激光器陶瓷热沉	2026-03-05\|30.08\|1.35\|29.90\|30.60\|29.67\|45862;2026-03-06\|30.05\|-0.10\|29.80\|30.27\|29.34\|35876;2026-03-09\|29.33\|-2.40\|28.88\|29.50\|27.89\|55813;2026-03-10\|31.13\|6.14\|29.87\|31.96\|29.87\|64660;2026-03-11\|30.20\|-2.99\|31.14\|31.49\|30.09\|47207;2026-03-12\|30.18\|-0.07\|30.00\|30.53\|29.46\|37670;2026-03-13\|29.65\|-1.76\|29.81\|30.50\|29.35\|37156;2026-03-16\|29.52\|-0.44\|29.30\|29.93\|28.78\|29348;2026-03-17\|28.37\|-3.90\|29.80\|29.85\|28.28\|27210;2026-03-18\|29.00\|2.22\|28.86\|29.00\|28.25\|20229;2026-03-19\|28.12\|-3.03\|28.45\|28.52\|27.81\|30816;2026-03-20\|27.05\|-3.81\|28.02\|28.30\|27.01\|28420;2026-03-23\|24.78\|-8.39\|26.86\|26.86\|24.61\|40945;2026-03-24\|26.05\|5.13\|25.56\|26.09\|24.98\|42514;2026-03-25\|28.57\|9.67\|26.49\|29.09\|26.49\|68201;2026-03-26\|26.50\|-7.25\|28.00\|28.00\|26.30\|44774;2026-03-27\|27.01\|1.92\|26.16\|27.08\|25.82\|25742;2026-03-30\|26.82\|-0.70\|26.51\|26.92\|26.17\|20814;2026-03-31\|26.02\|-2.98\|26.78\|26.99\|25.99\|20143;2026-04-01\|26.92\|3.46\|26.92\|27.08\|26.46\|24438;2026-04-02\|26.00\|-3.42\|26.73\|26.90\|25.68\|26179;2026-04-03\|25.17\|-3.19\|26.09\|26.29\|24.93\|29755;2026-04-07\|25.45\|1.11\|25.27\|25.96\|25.27\|20422;2026-04-08\|27.26\|7.11\|26.13\|27.37\|26.07\|32015;2026-04-09\|26.79\|-1.72\|26.99\|27.33\|26.72\|24232;2026-04-10\|26.83\|0.15\|27.10\|27.50\|26.79\|21806;2026-04-13\|26.83\|0.00\|26.72\|27.09\|26.42\|28248;2026-04-14\|27.36\|1.98\|27.15\|27.68\|27.10\|23483;2026-04-15\|28.35\|3.62\|27.38\|30.25\|27.38\|69316;2026-04-16\|29.15\|2.82\|28.07\|29.30\|27.86\|43168;2026-04-17\|29.48\|1.13\|29.17\|29.68\|28.70\|28866;2026-04-20\|29.55\|0.24\|29.69\|30.85\|29.21\|39536;2026-04-21\|29.10\|-1.52\|29.41\|29.60\|28.86\|25328;2026-04-22\|30.15\|3.61\|29.10\|30.30\|28.44\|42832;2026-04-23\|31.10\|3.15\|29.98\|31.44\|29.80\|76126;2026-04-24\|30.82\|-0.90\|30.62\|31.85\|30.11\|45700;2026-04-27\|33.14\|7.53\|30.70\|34.69\|30.53\|80413;2026-04-28\|35.41\|6.85\|32.84\|35.98\|32.84\|97031;2026-04-29\|35.72\|0.88\|35.10\|36.48\|34.12\|87888;2026-04-30\|35.80\|0.22\|35.82\|36.45\|35.40\|48959;2026-05-06\|37.06\|3.52\|35.90\|39.14\|35.90\|76423;2026-05-07\|38.10\|2.81\|37.32\|38.30\|36.58\|42596;2026-05-08\|45.72\|20.00\|37.96\|45.72\|37.69\|152906;2026-05-11\|50.69\|10.87\|46.62\|52.30\|45.77\|183464;2026-05-12\|50.88\|0.37\|49.29\|53.65\|49.29\|140254;2026-05-13\|51.14\|0.51\|50.86\|51.65\|49.41\|80122;2026-05-14\|50.76\|-0.74\|51.80\|54.75\|49.80\|98314;2026-05-15\|48.95\|-3.57\|51.27\|51.57\|48.00\|98107;2026-05-18\|49.26\|0.63\|49.00\|51.85\|48.00\|84550;2026-05-19\|59.11\|20.00\|49.69\|59.11\|49.26\|121589;2026-05-20\|58.23\|-1.49\|61.75\|61.99\|56.00\|133452;2026-05-21\|60.59\|4.05\|58.00\|64.22\|57.40\|145980;2026-05-22\|72.71\|20.00\|63.94\|72.71\|63.94\|147468;2026-05-25\|78.74\|8.29\|80.00\|84.50\|77.59\|166396;2026-05-26\|81.04\|2.92\|75.29\|81.60\|75.23\|128941;2026-05-27\|84.77\|4.60\|77.99\|87.12\|77.00\|122325;2026-05-28\|95.84\|13.06\|83.93\|98.17\|83.00\|128210;2026-05-29\|89.49\|-6.63\|92.00\|96.00\|86.66\|111217;2026-06-01\|82.82\|-7.45\|87.71\|95.13\|82.80\|94491;2026-06-02\|92.10\|11.21\|83.00\|94.30\|82.83\|80086;2026-06-03\|92.25\|0.16\|89.80\|93.93\|85.10\|69162;2026-06-04\|97.68\|5.89\|90.00\|98.77\|88.62\|60739;2026-06-05\|88.84\|-9.05\|95.49\|96.00\|88.83\|67122;2026-06-08\|76.44\|-13.96\|84.98\|85.23\|73.37\|90312;2026-06-09\|91.55\|19.77\|79.90\|91.55\|78.56\|79965;2026-06-10\|88.36\|-3.48\|91.76\|93.88\|85.80\|57026;2026-06-11\|95.20\|7.74\|88.01\|98.96\|86.55\|70709;2026-06-12\|82.00\|-13.87\|90.00\|91.99\|81.11\|83119;2026-06-15\|96.32\|17.46\|83.99\|98.00\|83.99\|80851;2026-06-16\|103.01\|6.95\|100.00\|114.90\|99.30\|84324;2026-06-17\|123.61\|20.00\|105.91\|123.61\|105.91\|72351;2026-06-18\|129.03\|4.38\|120.83\|139.00\|111.01\|72332;2026-06-22\|132.36\|2.58\|125.01\|134.34\|121.50\|53346;2026-06-23\|123.60\|-6.62\|128.20\|129.88\|118.00\|36450;2026-06-24\|128.81\|4.22\|120.99\|129.00\|115.81\|57048;2026-06-25\|144.00\|11.79\|136.00\|150.00\|133.00\|68360;2026-07-01\|130.70\|-9.24\|132.00\|143.99\|123.58\|82546;2026-07-02\|110.89\|-15.16\|115.50\|122.88\|109.00\|45221;2026-07-03\|99.49\|-10.28\|109.14\|110.00\|98.00\|53366;2026-07-06\|95.32\|-4.19\|101.00\|105.80\|94.00\|43965;2026-07-07\|93.36\|-2.06\|95.95\|101.09\|92.00\|37698;2026-07-08\|95.25\|2.02\|95.23\|99.00\|88.17\|33660;2026-07-09\|100.26\|5.26\|97.78\|100.58\|91.00\|47101;2026-07-10\|98.88\|-1.38\|100.28\|103.85\|96.51\|39672;2026-07-13\|83.80\|-15.25\|94.61\|96.32\|79.63\|44601;2026-07-14\|91.52\|9.21\|80.62\|92.00\|79.79\|48624;2026-07-15\|95.20\|4.02\|94.00\|99.99\|90.48\|5695396
111602	英伟达VR200NVL72服务器将使用约60万个MLCC	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-03-05\|18.88\|0.11\|19.15\|19.38\|18.73\|54265;2026-03-06\|18.84\|-0.21\|18.71\|19.02\|18.59\|47609;2026-03-09\|18.18\|-3.50\|18.51\|18.59\|17.52\|79381;2026-03-10\|18.84\|3.63\|18.29\|18.87\|18.29\|62537;2026-03-11\|18.84\|0.00\|18.84\|19.35\|18.80\|53423;2026-03-12\|18.28\|-2.97\|18.80\|18.88\|18.10\|49619;2026-03-13\|18.23\|-0.27\|18.11\|18.45\|17.99\|45112;2026-03-16\|18.48\|1.37\|18.24\|18.49\|17.72\|54469;2026-03-17\|17.44\|-5.63\|18.49\|18.58\|17.44\|64239;2026-03-18\|18.15\|4.07\|17.44\|18.18\|17.44\|52350;2026-03-19\|17.50\|-3.58\|17.86\|17.99\|17.45\|43628;2026-03-20\|17.07\|-2.46\|17.50\|17.81\|17.05\|48763;2026-03-23\|15.63\|-8.44\|16.69\|16.75\|15.50\|85956;2026-03-24\|16.36\|4.67\|15.99\|16.40\|15.69\|62757;2026-03-25\|16.65\|1.77\|16.59\|16.92\|16.58\|36208;2026-03-26\|17.07\|2.52\|16.65\|17.61\|16.48\|98051;2026-03-27\|16.68\|-2.28\|16.80\|16.96\|16.50\|62008;2026-03-30\|16.97\|1.74\|16.42\|17.30\|16.26\|55653;2026-03-31\|16.66\|-1.83\|16.86\|17.00\|16.56\|30434;2026-04-01\|17.24\|3.48\|16.97\|17.29\|16.92\|39486;2026-04-02\|16.95\|-1.68\|17.12\|17.40\|16.80\|34291;2026-04-03\|16.82\|-0.77\|16.88\|17.20\|16.69\|35997;2026-04-07\|17.61\|4.70\|16.88\|17.75\|16.88\|52294;2026-04-08\|19.20\|9.03\|17.89\|19.35\|17.64\|126547;2026-04-09\|18.88\|-1.67\|19.00\|19.26\|18.78\|73678;2026-04-10\|18.74\|-0.74\|19.02\|19.14\|18.65\|47817;2026-04-13\|18.90\|0.85\|18.72\|19.27\|18.62\|47613;2026-04-14\|19.93\|5.45\|18.96\|20.75\|18.96\|168092;2026-04-15\|19.56\|-1.86\|19.94\|20.31\|19.48\|89701;2026-04-16\|19.51\|-0.26\|19.55\|19.76\|19.36\|75187;2026-04-17\|19.50\|-0.05\|19.48\|19.71\|19.23\|64626;2026-04-20\|19.37\|-0.67\|19.49\|19.76\|19.28\|62397;2026-04-21\|19.41\|0.21\|19.30\|19.83\|18.98\|63643;2026-04-22\|19.91\|2.58\|19.40\|20.15\|19.26\|88613;2026-04-23\|19.46\|-2.26\|20.06\|20.06\|19.34\|63439;2026-04-24\|19.45\|-0.05\|19.36\|20.12\|19.34\|81953;2026-04-27\|20.14\|3.55\|19.31\|20.14\|19.31\|87198;2026-04-28\|19.78\|-1.79\|20.00\|20.52\|19.72\|122236;2026-04-29\|19.70\|-0.40\|19.76\|19.90\|19.30\|87142;2026-04-30\|19.86\|0.81\|19.65\|20.43\|19.50\|81776;2026-05-06\|20.28\|2.11\|20.08\|20.58\|20.05\|107967;2026-05-07\|21.23\|4.68\|20.31\|21.55\|20.31\|164935;2026-05-08\|21.05\|-0.85\|21.08\|21.40\|20.71\|104237;2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728;2026-07-13\|34.47\|-10.00\|37.03\|38.35\|34.47\|159609;2026-07-14\|37.92\|10.01\|35.09\|37.92\|33.96\|156100;2026-07-15\|35.17\|-7.25\|39.28\|40.00\|35.00\|165607
111601	英伟达VR200NVL72服务器将使用约60万个MLCC	可转债强赎+MLCC离型膜+HVLP铜箔+复合集流体行业原因： 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15日公告，公司提前赎回“洁美转债”，该转债将于2026年6月17日起停止交易，6月23日停止转股并赎回。 2、据2026年5月22日投资者关系活动记录表及2026年5月26日互动易，公司MLCC离型膜已实现对三星、村田等日韩系大客户批量供货，韩系海外基地开始放量，4月出货超2700万平米；公司高端离型膜可支撑1000层及以上MLCC生产。 3、据2026年5月22日投资者关系活动记录表，控股子公司柔震科技HVLP铜箔已向韩国斗山、华正新材送样测试，公司依托MLCC离型膜技术切入高频高速铜箔领域，布局AI算力前端材料。 4、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，控股子公司柔震科技新增7条复合铝箔和3条复合铜箔产线处于调试阶段，2026年一季度归母净利润4775.29万元，同比增长41.59%。	全球电子元器件封装耗材一站式整体解决方案提供商；公司纸质载带主要用于被动元器件如电阻、电容、电感的储存、运输、封装生产环节，离型膜主要应用于MLCC、偏光片等领域；公司MLCC离型膜实现了向国巨、华新科、风华高科、三环集团等主要客户的稳定批量供货	2026-03-17\|43.08\|1.08\|45.00\|45.15\|40.67\|302821;2026-03-18\|44.61\|3.55\|42.36\|45.83\|42.36\|185798;2026-03-19\|40.75\|-8.65\|43.04\|43.48\|40.38\|154810;2026-03-20\|39.33\|-3.48\|41.45\|41.59\|39.22\|120078;2026-03-23\|38.39\|-2.39\|37.76\|39.97\|37.76\|117967;2026-03-24\|41.24\|7.42\|39.50\|41.36\|38.00\|117493;2026-03-25\|44.18\|7.13\|42.07\|44.73\|41.11\|122675;2026-03-26\|39.76\|-10.00\|44.18\|44.18\|39.76\|150494;2026-03-27\|39.84\|0.20\|38.54\|40.86\|38.13\|114737;2026-03-30\|42.00\|5.42\|38.81\|42.35\|38.21\|116604;2026-03-31\|39.76\|-5.33\|41.99\|41.99\|39.26\|98188;2026-04-01\|40.40\|1.61\|40.72\|41.81\|40.22\|59808;2026-04-02\|39.80\|-1.49\|41.22\|41.22\|39.40\|48419;2026-04-03\|40.00\|0.50\|39.87\|40.96\|39.61\|36139;2026-04-07\|39.60\|-1.00\|40.00\|41.26\|39.37\|36781;2026-04-08\|42.47\|7.25\|40.50\|42.60\|40.30\|64852;2026-04-09\|42.90\|1.01\|41.90\|43.70\|41.40\|87552;2026-04-10\|42.62\|-0.65\|43.22\|44.22\|42.57\|95515;2026-04-13\|42.72\|0.23\|42.21\|44.11\|42.21\|55482;2026-04-14\|42.80\|0.19\|42.93\|43.79\|41.78\|74854;2026-04-15\|42.12\|-1.59\|43.34\|43.98\|41.90\|80440;2026-04-16\|46.33\|10.00\|42.12\|46.33\|42.12\|160315;2026-04-17\|50.22\|8.40\|48.65\|50.90\|47.47\|261667;2026-04-20\|48.97\|-2.49\|50.73\|50.98\|48.40\|135755;2026-04-21\|46.69\|-4.66\|48.39\|48.39\|46.03\|156199;2026-04-22\|47.26\|1.22\|46.80\|47.71\|46.15\|87357;2026-04-23\|45.58\|-3.55\|47.26\|47.45\|44.90\|91971;2026-04-24\|45.98\|0.88\|44.84\|46.78\|44.72\|91688;2026-04-27\|47.39\|3.07\|46.80\|48.49\|46.26\|137935;2026-04-28\|48.85\|3.08\|47.41\|50.13\|46.50\|157696;2026-04-29\|49.50\|1.33\|48.11\|50.16\|48.00\|108795;2026-04-30\|51.00\|3.03\|49.30\|51.09\|48.35\|102762;2026-05-06\|49.93\|-2.10\|50.21\|51.79\|49.50\|138962;2026-05-07\|50.28\|0.70\|49.93\|51.69\|49.66\|113664;2026-05-08\|48.98\|-2.59\|50.00\|50.25\|48.74\|93567;2026-05-11\|51.40\|4.94\|49.91\|52.27\|49.11\|134183;2026-05-12\|51.88\|0.93\|52.02\|52.79\|50.61\|95249;2026-05-13\|51.55\|-0.64\|51.04\|52.45\|50.20\|139286;2026-05-14\|53.80\|4.36\|51.58\|54.80\|51.23\|180011;2026-05-15\|51.51\|-4.26\|53.04\|54.50\|50.69\|122313;2026-05-18\|52.35\|1.63\|51.74\|53.87\|49.60\|133158;2026-05-19\|56.78\|8.46\|51.94\|57.59\|51.15\|207489;2026-05-20\|56.25\|-0.93\|56.21\|57.11\|54.73\|119937;2026-05-21\|54.59\|-2.95\|56.69\|58.48\|54.01\|137501;2026-05-22\|60.05\|10.00\|54.91\|60.05\|54.91\|193408;2026-05-25\|64.29\|7.06\|63.91\|66.06\|62.26\|298568;2026-05-26\|63.17\|-1.74\|64.80\|66.18\|62.26\|205999;2026-05-27\|63.59\|0.66\|63.41\|65.30\|62.30\|171485;2026-05-28\|69.82\|10.00\|64.07\|69.82\|64.04\|210077;2026-05-29\|69.20\|-0.89\|71.55\|75.66\|68.61\|319608;2026-06-01\|75.05\|8.45\|69.90\|76.12\|69.05\|321794;2026-06-02\|80.40\|7.13\|72.62\|82.28\|70.10\|325992;2026-06-03\|86.72\|7.86\|80.00\|87.86\|76.26\|342322;2026-06-04\|94.39\|8.84\|84.25\|95.36\|84.25\|323531;2026-06-05\|86.56\|-8.30\|92.50\|94.93\|86.19\|341303;2026-06-08\|80.30\|-7.23\|79.00\|86.20\|79.00\|358183;2026-06-09\|88.33\|10.00\|81.62\|88.33\|80.00\|363340;2026-06-10\|82.58\|-6.51\|86.66\|86.70\|81.29\|292769;2026-06-11\|78.01\|-5.53\|81.12\|85.50\|76.00\|330581;2026-06-12\|75.28\|-3.50\|80.40\|80.99\|74.60\|286386;2026-06-15\|82.81\|10.00\|78.88\|82.81\|78.88\|216915;2026-06-16\|89.00\|7.47\|86.50\|91.09\|85.51\|351313;2026-06-17\|90.66\|1.87\|89.00\|93.69\|88.26\|314905;2026-06-18\|99.73\|10.00\|90.64\|99.73\|90.60\|262271;2026-06-22\|102.50\|2.78\|102.00\|104.08\|96.10\|372658;2026-06-23\|92.25\|-10.00\|99.01\|100.45\|92.25\|248300;2026-06-24\|90.12\|-2.31\|91.37\|93.67\|88.14\|282748;2026-06-25\|97.10\|7.75\|92.60\|98.11\|88.88\|326725;2026-06-26\|103.77\|6.87\|92.01\|105.15\|92.00\|338434;2026-06-29\|114.15\|10.00\|109.95\|114.15\|108.96\|394939;2026-06-30\|109.51\|-4.06\|113.13\|113.13\|103.03\|393644;2026-07-01\|109.90\|0.36\|112.65\|115.91\|105.00\|343365;2026-07-02\|98.91\|-10.00\|100.50\|103.56\|98.91\|196747;2026-07-03\|93.27\|-5.70\|93.00\|97.20\|90.01\|258167;2026-07-06\|85.99\|-7.81\|93.16\|96.04\|85.48\|211195;2026-07-07\|84.06\|-2.24\|87.16\|88.38\|82.59\|166031;2026-07-08\|80.17\|-4.63\|84.90\|85.78\|80.09\|144165;2026-07-09\|82.84\|3.33\|82.00\|83.60\|76.16\|172143;2026-07-10\|78.40\|-5.36\|84.10\|87.62\|78.06\|184691;2026-07-13\|72.58\|-7.42\|78.40\|79.39\|71.55\|189587;2026-07-14\|77.49\|6.76\|72.55\|78.25\|72.05\|183569;2026-07-15\|72.48\|-6.47\|79.00\|79.36\|72.00\|113288
111600	英伟达VR200NVL72服务器将使用约60万个MLCC	MLCC镍粉+AI算力+扩产行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年6月8日投资者关系活动记录表，AI技术发展带动MLCC行业转向AI基础设施与汽车电子驱动，AI服务器对超高容、高可靠性MLCC需求激增，进而对上游原材料镍粉提出更高性能要求，公司镍粉主要应用于MLCC并广泛用于AI硬件等领域。 2、据2026年4月29日公告，公司拟以子公司广豫储能投资建设“年产640吨超细金属粉体材料项目”，计划投资约1.2亿元，紧抓人工智能、汽车电子及光伏低银化/无银化发展机遇。 3、据2026年4月20日年报及2026年6月8日投资者关系活动记录表，公司主营电子专用高端金属粉体材料，产品包括镍粉、铜粉、银包覆粉体等，是国产MLCC镍粉龙头，2025年营收11.5亿元同比增长21.8%。	公司是全球领先、国内唯一的小粒径纳米镍粉生产商、国内MLCC镍粉市场领军企业，银包铜粉已批量用于光伏HJT电池低温浆料	2026-03-05\|99.90\|0.82\|102.50\|102.76\|99.28\|79874;2026-03-06\|97.38\|-2.52\|99.94\|100.78\|96.06\|101351;2026-03-09\|95.29\|-2.15\|92.82\|96.40\|90.36\|104292;2026-03-10\|99.13\|4.03\|97.04\|100.66\|96.00\|105881;2026-03-11\|97.90\|-1.24\|99.13\|99.45\|96.50\|67168;2026-03-12\|96.02\|-1.92\|97.00\|97.90\|93.50\|74625;2026-03-13\|93.49\|-2.63\|94.73\|96.66\|93.24\|50043;2026-03-16\|91.33\|-2.31\|94.80\|94.80\|88.60\|77023;2026-03-17\|91.25\|-0.09\|92.87\|95.90\|88.78\|102739;2026-03-18\|94.80\|3.89\|92.12\|96.51\|90.96\|106811;2026-03-19\|91.00\|-4.01\|93.68\|95.68\|90.31\|67343;2026-03-20\|90.36\|-0.70\|92.14\|94.00\|89.67\|77084;2026-03-23\|86.23\|-4.57\|86.80\|89.80\|85.20\|85552;2026-03-24\|87.10\|1.01\|88.05\|89.00\|84.30\|50001;2026-03-25\|91.59\|5.16\|89.00\|94.50\|88.85\|68991;2026-03-26\|90.64\|-1.04\|92.24\|93.24\|89.31\|41887;2026-03-27\|91.16\|0.57\|89.49\|93.27\|88.26\|45717;2026-03-30\|94.08\|3.20\|91.33\|95.66\|88.50\|77779;2026-03-31\|92.22\|-1.98\|95.56\|98.05\|91.52\|77383;2026-04-01\|95.30\|3.34\|95.81\|96.70\|93.42\|63413;2026-04-02\|94.58\|-0.76\|96.63\|98.59\|93.20\|58234;2026-04-03\|99.90\|5.62\|95.80\|101.00\|93.50\|90880;2026-04-07\|98.78\|-1.12\|99.75\|102.60\|98.22\|72830;2026-04-08\|105.25\|6.55\|101.17\|105.99\|101.17\|82860;2026-04-09\|105.61\|0.34\|103.93\|110.00\|103.93\|72619;2026-04-10\|104.92\|-0.65\|106.47\|110.58\|104.80\|92091;2026-04-13\|112.35\|7.08\|106.00\|115.00\|104.20\|117394;2026-04-14\|111.00\|-1.20\|110.29\|115.52\|107.12\|132849;2026-04-15\|106.79\|-3.79\|111.18\|113.66\|106.15\|106447;2026-04-16\|110.15\|3.15\|107.10\|112.40\|105.00\|75783;2026-04-17\|114.36\|3.82\|109.60\|116.03\|108.80\|76334;2026-04-20\|108.05\|-5.52\|114.36\|114.36\|106.27\|137246;2026-04-21\|106.96\|-1.01\|107.98\|108.89\|105.98\|79600;2026-04-22\|117.66\|10.00\|108.60\|117.66\|108.59\|71450;2026-04-23\|115.20\|-2.09\|120.43\|127.00\|112.00\|173214;2026-04-24\|118.01\|2.44\|115.26\|119.96\|113.99\|104760;2026-04-27\|119.00\|0.84\|116.66\|121.50\|114.19\|96802;2026-04-28\|122.62\|3.04\|118.63\|124.78\|117.23\|111682;2026-04-29\|119.62\|-2.45\|115.17\|123.00\|115.17\|117294;2026-04-30\|131.58\|10.00\|119.70\|131.58\|119.70\|164131;2026-05-06\|130.00\|-1.20\|138.00\|139.00\|127.20\|162507;2026-05-07\|130.04\|0.03\|130.10\|132.00\|126.78\|101528;2026-05-08\|134.30\|3.28\|129.00\|137.60\|127.80\|97289;2026-05-11\|137.96\|2.73\|135.40\|142.50\|134.30\|127522;2026-05-12\|134.67\|-2.38\|138.94\|139.80\|132.23\|72222;2026-05-13\|129.50\|-3.84\|133.48\|133.89\|126.16\|147330;2026-05-14\|121.25\|-6.37\|128.82\|129.97\|120.60\|129855;2026-05-15\|123.00\|1.44\|121.49\|126.00\|119.98\|93587;2026-05-18\|117.99\|-4.07\|120.49\|122.60\|116.61\|114748;2026-05-19\|129.79\|10.00\|117.41\|129.79\|113.75\|216770;2026-05-20\|137.45\|5.90\|132.39\|138.59\|128.50\|177606;2026-05-21\|139.36\|1.39\|140.00\|148.90\|138.50\|183576;2026-05-22\|153.30\|10.00\|150.96\|153.30\|148.00\|98850;2026-05-25\|166.87\|8.85\|168.63\|168.63\|163.67\|274676;2026-05-26\|159.50\|-4.42\|162.20\|168.19\|155.68\|200320;2026-05-27\|165.86\|3.99\|162.69\|172.80\|158.01\|210014;2026-05-28\|182.45\|10.00\|175.00\|182.45\|171.40\|191321;2026-05-29\|178.33\|-2.26\|185.62\|189.01\|176.00\|188893;2026-06-01\|178.78\|0.25\|180.93\|193.58\|178.18\|215348;2026-06-02\|190.64\|6.63\|180.00\|194.58\|170.08\|214223;2026-06-03\|190.05\|-0.31\|193.69\|195.60\|185.70\|171593;2026-06-04\|188.00\|-1.08\|186.63\|198.67\|184.08\|160208;2026-06-05\|178.41\|-5.10\|183.55\|187.55\|175.08\|160278;2026-06-08\|173.00\|-3.03\|166.80\|181.00\|165.96\|161298;2026-06-09\|190.30\|10.00\|178.00\|190.30\|174.00\|131068;2026-06-10\|194.00\|1.94\|192.70\|196.60\|185.10\|167443;2026-06-11\|181.00\|-6.70\|192.00\|200.80\|178.00\|167727;2026-06-12\|177.01\|-2.20\|187.30\|192.58\|176.30\|151035;2026-06-15\|194.71\|10.00\|184.00\|194.71\|182.88\|109085;2026-06-16\|213.00\|9.39\|200.00\|214.18\|196.60\|154352;2026-06-17\|210.28\|-1.28\|210.00\|215.99\|199.98\|194113;2026-06-18\|231.31\|10.00\|210.19\|231.31\|205.90\|98832;2026-06-22\|245.89\|6.30\|241.05\|247.49\|231.35\|176449;2026-06-23\|224.00\|-8.90\|238.00\|238.00\|221.30\|161405;2026-06-24\|224.50\|0.22\|223.16\|232.76\|220.01\|121343;2026-06-25\|246.84\|10.00\|225.40\|246.84\|222.50\|76329;2026-06-26\|264.00\|6.95\|255.00\|271.52\|254.00\|199845;2026-06-29\|279.50\|5.87\|273.84\|290.30\|266.00\|180684;2026-06-30\|271.30\|-2.93\|288.88\|296.30\|264.10\|149586;2026-07-01\|273.46\|0.80\|270.00\|285.73\|268.97\|120933;2026-07-02\|246.11\|-10.00\|254.00\|264.00\|246.11\|124296;2026-07-03\|238.10\|-3.25\|234.59\|251.40\|224.66\|129184;2026-07-06\|218.74\|-8.13\|239.59\|244.40\|217.86\|126049;2026-07-07\|212.53\|-2.84\|219.84\|222.50\|207.80\|111864;2026-07-08\|202.80\|-4.58\|215.00\|223.10\|202.03\|97722;2026-07-09\|206.95\|2.05\|208.00\|212.00\|189.01\|176880;2026-07-10\|199.75\|-3.48\|213.00\|225.00\|199.00\|147860;2026-07-13\|183.99\|-7.89\|190.00\|200.65\|180.50\|154418;2026-07-14\|196.30\|6.69\|185.50\|197.18\|181.24\|125086;2026-07-15\|183.54\|-6.50\|202.99\|206.58\|182.25\|100182
111599	英伟达VR200NVL72服务器将使用约60万个MLCC	涨停揭秘：控股子公司华冠电容主营铝电解电容器，产品覆盖片式及导电高分子类；参股优必选等AI独角兽，珠海国资委控股背景强化其在AI产业生态中的资源整合预期；涨停缘由：AI硬件配套电容需求增长、参股AI企业带来估值映射、地方国资平台整合预期升温；资金逻辑：主力资金与游资协同拉升，叠加机器人、AI概念全天强势，资金偏好具备产业+资本双轮驱动属性标的；风险提示：华冠电容未明确进入英伟达或主流AI服务器供应链，AI生态投资尚未产生实质性业绩贡献	1、控股子公司华冠电容主营铝电解电容器的研产销，核心产品有片式、导电高分子等多种类型铝电解电容器； 2、珠海国企，实控人珠海国资委，珠海金控旗下唯一控股的上市平台，参股优必选等人工智能独角兽公司	2026-03-05\|14.61\|1.46\|14.67\|14.78\|14.52\|69692;2026-03-06\|14.83\|1.51\|14.58\|14.86\|14.50\|63670;2026-03-09\|14.68\|-1.01\|14.56\|14.72\|14.42\|64211;2026-03-10\|14.88\|1.36\|14.87\|14.92\|14.76\|51429;2026-03-11\|14.82\|-0.40\|14.95\|14.96\|14.76\|42610;2026-03-12\|14.75\|-0.47\|14.80\|14.84\|14.63\|43700;2026-03-13\|14.55\|-1.36\|14.74\|14.81\|14.54\|46037;2026-03-16\|14.65\|0.69\|14.53\|14.78\|14.53\|52299;2026-03-17\|14.44\|-1.43\|14.65\|14.87\|14.40\|59959;2026-03-18\|14.56\|0.83\|14.44\|14.59\|14.37\|46131;2026-03-19\|14.32\|-1.65\|14.41\|14.48\|14.22\|63789;2026-03-20\|13.92\|-2.79\|14.43\|14.43\|13.90\|64827;2026-03-23\|13.19\|-5.24\|13.74\|13.74\|13.09\|88374;2026-03-24\|13.62\|3.26\|13.39\|13.63\|13.31\|58916;2026-03-25\|13.73\|0.81\|13.77\|13.79\|13.65\|46697;2026-03-26\|13.42\|-2.26\|13.72\|13.80\|13.35\|51065;2026-03-27\|13.45\|0.22\|13.21\|13.51\|13.20\|41039;2026-03-30\|13.42\|-0.22\|13.42\|13.49\|13.21\|37585;2026-03-31\|13.27\|-1.12\|13.46\|13.57\|13.23\|42862;2026-04-01\|13.41\|1.05\|13.50\|13.57\|13.30\|39052;2026-04-02\|13.14\|-2.01\|13.39\|13.43\|13.04\|43426;2026-04-03\|13.18\|0.30\|13.20\|13.81\|13.10\|89317;2026-04-07\|13.24\|0.46\|13.13\|13.39\|13.09\|66097;2026-04-08\|13.67\|3.25\|13.51\|13.67\|13.41\|86096;2026-04-09\|13.43\|-1.76\|13.55\|13.67\|13.31\|61530;2026-04-10\|13.66\|1.71\|13.55\|13.80\|13.51\|81572;2026-04-13\|13.63\|-0.22\|13.55\|13.69\|13.51\|48195;2026-04-14\|13.79\|1.17\|13.72\|13.84\|13.64\|53732;2026-04-15\|13.65\|-1.02\|13.80\|14.08\|13.63\|58288;2026-04-16\|13.80\|1.10\|13.68\|13.81\|13.56\|52234;2026-04-17\|13.76\|-0.29\|13.72\|13.78\|13.51\|58949;2026-04-20\|13.80\|0.29\|13.86\|13.88\|13.72\|56337;2026-04-21\|13.71\|-0.65\|13.78\|13.81\|13.57\|46361;2026-04-22\|13.83\|0.88\|13.69\|13.88\|13.63\|54375;2026-04-23\|13.70\|-0.94\|13.88\|14.05\|13.67\|69431;2026-04-24\|13.73\|0.22\|13.65\|13.87\|13.48\|65941;2026-04-27\|12.70\|-7.50\|13.16\|13.17\|12.36\|205738;2026-04-28\|12.60\|-0.79\|12.68\|12.82\|12.56\|68136;2026-04-29\|12.70\|0.79\|12.57\|12.75\|12.54\|51059;2026-04-30\|12.66\|-0.32\|12.74\|12.80\|12.58\|57152;2026-05-06\|12.61\|-0.39\|12.72\|12.88\|12.56\|86037;2026-05-07\|12.62\|0.08\|12.63\|12.74\|12.58\|48841;2026-05-08\|12.79\|1.35\|12.58\|12.81\|12.57\|79624;2026-05-11\|12.80\|0.08\|12.88\|12.89\|12.71\|60701;2026-05-12\|12.39\|-3.20\|12.80\|12.88\|12.37\|92554;2026-05-13\|12.33\|-0.48\|12.33\|12.38\|12.19\|59946;2026-05-14\|12.12\|-1.70\|12.36\|12.46\|12.11\|58494;2026-05-15\|11.89\|-1.90\|12.12\|12.14\|11.80\|64975;2026-05-18\|12.20\|2.61\|11.83\|12.36\|11.79\|87434;2026-05-19\|12.42\|1.80\|12.23\|12.53\|12.10\|75680;2026-05-20\|12.44\|0.16\|12.45\|12.59\|12.14\|71375;2026-05-21\|12.40\|-0.32\|12.91\|13.33\|12.38\|198258;2026-05-22\|13.64\|10.00\|12.43\|13.64\|12.43\|275506;2026-05-25\|13.42\|-1.61\|13.90\|13.99\|13.30\|222799;2026-05-26\|12.94\|-3.58\|13.38\|13.53\|12.76\|153155;2026-05-27\|12.85\|-0.70\|13.00\|13.12\|12.53\|139887;2026-05-28\|13.26\|3.19\|12.86\|13.62\|12.85\|228328;2026-05-29\|12.11\|-8.67\|13.21\|13.30\|12.03\|207527;2026-06-01\|12.17\|0.50\|12.00\|12.33\|11.86\|92334;2026-06-02\|12.38\|1.73\|12.17\|12.76\|11.77\|146965;2026-06-03\|11.93\|-3.63\|12.26\|12.34\|11.85\|104992;2026-06-04\|12.35\|3.52\|11.82\|12.46\|11.78\|116530;2026-06-05\|12.98\|5.10\|12.28\|13.40\|12.28\|224650;2026-06-08\|12.41\|-4.39\|12.74\|13.17\|12.25\|140193;2026-06-09\|12.33\|-0.64\|12.51\|12.65\|12.02\|100448;2026-06-10\|11.88\|-3.65\|12.14\|12.30\|11.51\|124678;2026-06-11\|11.53\|-2.95\|11.72\|11.84\|11.35\|81322;2026-06-12\|11.55\|0.17\|11.63\|11.86\|11.43\|79684;2026-06-15\|12.00\|3.90\|11.60\|12.19\|11.53\|107155;2026-06-16\|12.02\|0.17\|12.05\|12.12\|11.84\|73335;2026-06-17\|11.75\|-2.25\|12.00\|12.16\|11.65\|75734;2026-06-18\|11.71\|-0.34\|12.31\|12.53\|11.71\|124850;2026-06-22\|12.07\|3.07\|11.71\|12.10\|11.15\|137013;2026-06-23\|11.82\|-2.07\|11.96\|12.10\|11.75\|75053;2026-06-24\|11.35\|-3.98\|11.81\|11.81\|11.25\|77158;2026-06-25\|11.14\|-1.85\|11.31\|11.40\|11.08\|55163;2026-06-26\|10.69\|-4.04\|11.06\|11.06\|10.69\|62506;2026-06-29\|10.64\|-0.47\|10.64\|10.78\|10.40\|53757;2026-06-30\|10.74\|0.94\|10.65\|10.81\|10.45\|50215;2026-07-01\|11.15\|3.82\|10.71\|11.36\|10.67\|77637;2026-07-02\|10.87\|-1.63\|11.09\|11.19\|10.85\|47799;2026-07-03\|11.07\|1.84\|11.00\|11.14\|10.86\|46997;2026-07-06\|10.81\|-2.35\|11.10\|11.10\|10.79\|39140;2026-07-07\|10.44\|-3.42\|10.87\|10.88\|10.43\|35382;2026-07-08\|10.45\|0.10\|10.41\|10.54\|10.30\|35605;2026-07-09\|10.37\|-0.77\|10.46\|10.46\|10.11\|47271;2026-07-10\|10.53\|1.54\|10.40\|10.78\|10.22\|62062;2026-07-13\|10.06\|-4.46\|10.45\|10.53\|10.05\|45496;2026-07-14\|10.22\|1.59\|10.09\|10.23\|9.91\|40231;2026-07-15\|10.42\|1.96\|10.39\|10.53\|10.24\|64244
111598	英伟达VR200NVL72服务器将使用约60万个MLCC	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-03-05\|38.42\|-0.34\|39.30\|39.45\|37.95\|124832;2026-03-06\|38.61\|0.49\|38.12\|39.11\|37.61\|96723;2026-03-09\|36.53\|-5.39\|37.50\|37.51\|35.78\|180555;2026-03-10\|39.16\|7.20\|37.90\|39.54\|37.90\|201830;2026-03-11\|39.01\|-0.38\|39.24\|39.65\|38.69\|109239;2026-03-12\|38.50\|-1.31\|38.83\|39.14\|37.82\|88091;2026-03-13\|37.20\|-3.38\|38.25\|38.33\|37.10\|85378;2026-03-16\|37.78\|1.56\|37.21\|38.06\|36.50\|91212;2026-03-17\|37.30\|-1.27\|37.78\|37.93\|37.05\|72712;2026-03-18\|37.88\|1.55\|37.30\|37.98\|37.12\|72109;2026-03-19\|36.90\|-2.59\|37.39\|37.48\|36.76\|61639;2026-03-20\|36.00\|-2.44\|37.10\|37.36\|35.98\|67795;2026-03-23\|33.84\|-6.00\|35.16\|35.30\|33.48\|94637;2026-03-24\|34.70\|2.54\|34.58\|34.77\|33.68\|66432;2026-03-25\|35.36\|1.90\|34.98\|35.64\|34.98\|59060;2026-03-26\|34.57\|-2.23\|35.12\|35.26\|34.31\|43624;2026-03-27\|34.52\|-0.14\|34.05\|34.85\|33.90\|49599;2026-03-30\|34.32\|-0.58\|33.50\|34.49\|33.50\|49844;2026-03-31\|33.98\|-0.99\|34.24\|34.92\|33.90\|57837;2026-04-01\|33.82\|-0.47\|34.88\|34.98\|33.50\|93074;2026-04-02\|31.66\|-6.39\|33.68\|33.68\|31.45\|145053;2026-04-03\|31.90\|0.76\|31.80\|31.99\|30.99\|77384;2026-04-07\|30.99\|-2.85\|31.93\|32.05\|30.91\|95526;2026-04-08\|32.82\|5.91\|31.80\|32.84\|31.55\|161215;2026-04-09\|32.11\|-2.16\|32.55\|32.55\|31.93\|102972;2026-04-10\|32.36\|0.78\|32.30\|32.84\|32.20\|73185;2026-04-13\|32.65\|0.90\|32.02\|32.85\|31.92\|83204;2026-04-14\|33.26\|1.87\|32.73\|33.48\|32.57\|95503;2026-04-15\|33.11\|-0.45\|33.66\|34.10\|33.05\|96363;2026-04-16\|33.20\|0.27\|33.11\|33.29\|32.90\|76862;2026-04-17\|34.82\|4.88\|33.16\|35.17\|33.00\|174568;2026-04-20\|35.14\|0.92\|34.83\|35.47\|34.51\|127917;2026-04-21\|35.45\|0.88\|35.38\|35.60\|34.88\|90051;2026-04-22\|35.84\|1.10\|35.45\|36.03\|35.10\|94898;2026-04-23\|34.84\|-2.79\|35.80\|35.83\|34.55\|93214;2026-04-24\|34.45\|-1.12\|34.78\|35.08\|34.40\|67173;2026-04-27\|34.58\|0.38\|34.49\|34.94\|34.25\|71321;2026-04-28\|35.20\|1.79\|34.65\|35.76\|34.08\|151880;2026-04-29\|32.51\|-7.64\|32.35\|33.05\|31.75\|267354;2026-04-30\|32.51\|0.00\|32.20\|33.10\|32.15\|110530;2026-05-06\|33.00\|1.51\|32.90\|33.98\|32.90\|108234;2026-05-07\|32.87\|-0.39\|33.12\|33.24\|32.56\|96421;2026-05-08\|33.48\|1.86\|32.73\|33.59\|32.30\|125054;2026-05-11\|34.54\|3.17\|33.98\|35.19\|33.78\|160486;2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552;2026-07-13\|53.51\|-9.99\|57.97\|60.38\|53.51\|285843;2026-07-14\|56.01\|4.67\|52.88\|56.35\|50.70\|415520;2026-07-15\|55.41\|-1.07\|57.79\|58.64\|54.23\|247275
111597	发改委：将加快具身智能训练基础设施建设	染料涨价+机器人皮肤+光伏减亏行业原因：据浙江龙盛2月6日调研公告，公司分散染料主要产品分散黑报价近期累计上涨3000元/吨，还原物近期产品价格报价有一定幅度的上调。公司原因： 1、据2026年2月3日互动易，公司主营分散染料产品已随行业趋势进行价格调整，有效传导上游成本压力，目前产品价格呈稳定上行态势。 2、据2025年12月9日公告，公司拟出资300万元与钛深科技共设双曲线智能公司，持股30%，切入机器人皮肤及柔性触觉传感赛道。 3、据2026年1月20日业绩预增公告，公司预计2025年实现归属于上市公司股东的净利润为4,000万元至5,000万元，同比增长81.67%至127.08%。业绩预增的主要原因包括公司聚焦主业，推动产品结构调整，加大高水洗高日晒牢度染料销售，以及控股子公司福莱蒽特(嘉兴)新材料有限公司光伏胶膜生产线停产，亏损减少。	1、公司拟出资300万元与钛深科技共设双曲线智能机器人公司，持股30%，切入机器人皮肤及柔性触觉传感赛道； 2、控股子公司福莱蒽特新能源产品包括POE、EVA太阳能电池封装胶膜； 3、公司主营业务为分散染料及其滤饼的研产销，主要产品为分散染料，用于涤纶及其混纺织物的染色	2026-03-05\|28.00\|-0.36\|28.38\|28.76\|27.80\|14853;2026-03-06\|28.23\|0.82\|28.04\|28.49\|27.91\|14378;2026-03-09\|27.28\|-3.37\|27.86\|27.86\|26.58\|24908;2026-03-10\|27.79\|1.87\|27.57\|28.13\|27.45\|14585;2026-03-11\|27.25\|-1.94\|28.09\|28.09\|27.25\|17748;2026-03-12\|26.85\|-1.47\|27.38\|27.48\|26.60\|16683;2026-03-13\|27.13\|1.04\|26.86\|27.47\|26.80\|17198;2026-03-16\|28.32\|4.39\|27.03\|28.35\|26.81\|21802;2026-03-17\|28.14\|-0.64\|28.32\|29.00\|27.93\|22520;2026-03-18\|28.15\|0.04\|28.16\|28.44\|27.91\|18478;2026-03-19\|28.20\|0.18\|28.14\|29.23\|27.88\|32941;2026-03-20\|26.84\|-4.82\|28.12\|28.20\|26.81\|21697;2026-03-23\|24.31\|-9.43\|26.76\|26.76\|24.16\|41618;2026-03-24\|25.75\|5.92\|24.84\|25.90\|24.60\|37516;2026-03-25\|27.01\|4.89\|25.95\|27.33\|25.79\|28017;2026-03-26\|26.67\|-1.26\|27.07\|27.48\|26.53\|20418;2026-03-27\|27.25\|2.17\|26.48\|27.36\|26.48\|17761;2026-03-30\|28.04\|2.90\|27.05\|28.18\|26.94\|23647;2026-03-31\|28.36\|1.14\|28.10\|29.20\|28.05\|30544;2026-04-01\|28.63\|0.95\|28.87\|28.89\|27.81\|20752;2026-04-02\|28.82\|0.66\|28.55\|28.98\|28.35\|15034;2026-04-03\|28.85\|0.10\|28.79\|29.85\|28.29\|27904;2026-04-07\|30.38\|5.30\|29.39\|30.62\|29.00\|36557;2026-04-08\|30.45\|0.23\|30.56\|30.88\|29.90\|38624;2026-04-09\|30.73\|0.92\|30.24\|30.90\|30.02\|25848;2026-04-10\|30.79\|0.20\|30.87\|31.37\|30.61\|21971;2026-04-13\|31.59\|2.60\|31.00\|31.64\|30.70\|23469;2026-04-14\|30.67\|-2.91\|31.64\|31.70\|30.37\|37973;2026-04-15\|30.64\|-0.10\|30.67\|30.88\|30.20\|19152;2026-04-16\|31.08\|1.44\|30.69\|31.43\|30.55\|17111;2026-04-17\|31.74\|2.12\|31.14\|31.82\|30.92\|19038;2026-04-20\|31.85\|0.35\|31.77\|32.49\|31.25\|25723;2026-04-21\|33.25\|4.40\|31.65\|33.78\|31.53\|47932;2026-04-22\|33.27\|0.06\|33.21\|33.98\|32.60\|27136;2026-04-23\|32.80\|-1.41\|33.39\|33.88\|32.74\|19003;2026-04-24\|32.34\|-1.40\|32.58\|32.82\|32.11\|19967;2026-04-27\|32.48\|0.43\|32.16\|33.18\|32.16\|16752;2026-04-28\|31.58\|-2.77\|32.20\|32.79\|31.48\|22085;2026-04-29\|31.69\|0.35\|31.51\|32.23\|31.47\|19437;2026-04-30\|32.90\|3.82\|31.74\|33.12\|31.74\|33502;2026-05-06\|31.47\|-4.35\|32.91\|33.32\|31.25\|41551;2026-05-07\|31.57\|0.32\|31.36\|31.98\|30.96\|32202;2026-05-08\|34.73\|10.01\|31.54\|34.73\|31.45\|45245;2026-05-11\|35.73\|2.88\|36.00\|37.15\|35.08\|122712;2026-05-12\|34.80\|-2.60\|35.73\|35.78\|34.12\|56002;2026-05-13\|35.60\|2.30\|34.80\|36.10\|34.24\|83855;2026-05-14\|35.21\|-1.10\|35.60\|36.20\|35.20\|51439;2026-05-15\|35.71\|1.42\|35.30\|36.58\|35.22\|48066;2026-05-18\|36.79\|3.02\|35.36\|37.27\|34.80\|71072;2026-05-19\|35.77\|-2.77\|36.43\|38.29\|35.35\|58176;2026-05-20\|35.72\|-0.14\|35.56\|36.32\|35.07\|39462;2026-05-21\|37.58\|5.21\|35.89\|38.63\|35.20\|98915;2026-05-22\|36.60\|-2.61\|41.34\|41.34\|33.97\|166126;2026-05-25\|40.26\|10.00\|35.02\|40.26\|35.02\|106353;2026-05-26\|40.66\|0.99\|40.00\|44.29\|39.40\|214024;2026-05-27\|40.60\|-0.15\|40.00\|41.46\|38.90\|109532;2026-05-28\|37.39\|-7.91\|40.03\|41.42\|37.00\|117123;2026-05-29\|37.95\|1.50\|37.53\|40.40\|36.27\|106413;2026-06-01\|41.75\|10.01\|37.08\|41.75\|36.30\|107330;2026-06-02\|42.00\|0.60\|41.55\|42.89\|40.10\|120611;2026-06-03\|41.00\|-2.38\|41.88\|42.00\|40.01\|80500;2026-06-04\|40.06\|-2.29\|40.71\|40.72\|39.17\|59843;2026-06-05\|43.01\|7.36\|39.66\|43.07\|39.11\|111564;2026-06-08\|42.97\|-0.09\|40.36\|43.37\|40.33\|76324;2026-06-09\|42.50\|-1.09\|42.16\|42.97\|41.00\|61724;2026-06-10\|44.28\|4.19\|41.89\|45.47\|41.88\|95705;2026-06-11\|47.34\|6.91\|43.78\|48.69\|42.65\|108074;2026-06-12\|45.60\|-3.68\|46.98\|48.88\|45.16\|101809;2026-06-15\|46.65\|2.30\|44.81\|46.80\|43.51\|87142;2026-06-16\|47.90\|2.68\|46.00\|47.90\|44.10\|93899;2026-06-17\|51.44\|7.39\|47.01\|52.69\|46.80\|101906;2026-06-18\|50.23\|-2.35\|50.42\|51.39\|49.65\|70409;2026-06-22\|52.40\|4.32\|49.84\|52.69\|49.16\|88529;2026-06-23\|48.68\|-7.10\|51.66\|52.93\|48.00\|69359;2026-06-24\|43.81\|-10.00\|47.52\|47.92\|43.81\|87362;2026-06-25\|39.43\|-10.00\|43.80\|43.80\|39.43\|106812;2026-06-26\|39.32\|-0.28\|39.00\|40.80\|38.08\|83191;2026-06-29\|36.07\|-8.27\|38.53\|39.39\|35.84\|88568;2026-06-30\|35.29\|-2.16\|36.55\|36.57\|34.65\|64317;2026-07-01\|35.46\|0.48\|35.16\|35.78\|34.26\|50231;2026-07-02\|34.80\|-1.86\|35.33\|37.83\|34.60\|57316;2026-07-03\|31.86\|-8.45\|34.80\|35.29\|31.80\|85659;2026-07-06\|31.70\|-0.50\|32.49\|33.24\|31.42\|57651;2026-07-07\|30.13\|-4.95\|31.66\|31.79\|30.01\|50199;2026-07-08\|29.60\|-1.76\|30.50\|30.50\|28.59\|49107;2026-07-09\|28.42\|-3.99\|30.30\|30.30\|27.40\|60681;2026-07-10\|28.78\|1.27\|28.49\|29.78\|28.02\|58369;2026-07-13\|26.71\|-7.19\|28.66\|28.77\|26.60\|43729;2026-07-14\|27.30\|2.21\|27.06\|27.44\|26.19\|38142;2026-07-15\|26.31\|-3.27\|27.03\|27.64\|26.16\|30429
111596	发改委：将加快具身智能训练基础设施建设	折叠屏+苹果产业链+人形机器人行业原因：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17日机构调研，折叠屏、AI手机已成为消费电子关键赛道，公司已与国内外知名消费电子终端品牌客户展开合作，实现批量生产出货，并将深度配合客户各款新折叠屏智能终端产品的开发；据2026年6月8日互动易，公司已有折叠屏相关技术储备，为相关客户提供配套产品，将抓住机遇期推进更多产品量产供货。 2、据2026年3月28日年报，人形机器人精密零部件与公司原有新能源汽车零部件技术共源，公司已进行相关技术拓展和业务规划；据2026年4月16日投资者关系活动，公司正推进人形机器人相关技术开发和业务合作。 3、据2026年3月28日年报及2026年4月17日机构调研，公司主营消费电子精密功能件及结构件，覆盖智能手机等终端，苹果为长期核心客户，前五大客户销售占比53.08%。	公司正利用新能源汽车精密结构件技术经验，推进人形机器人相关零部件的技术拓展和业务规划	2026-03-05\|14.57\|4.74\|14.19\|14.88\|14.18\|185335;2026-03-06\|14.68\|0.76\|14.50\|14.77\|14.28\|109501;2026-03-09\|14.81\|0.89\|14.54\|14.86\|14.15\|151333;2026-03-10\|15.39\|3.92\|14.89\|15.86\|14.89\|339906;2026-03-11\|15.25\|-0.91\|15.47\|15.50\|15.19\|209013;2026-03-12\|15.37\|0.79\|15.18\|15.53\|15.10\|170940;2026-03-13\|15.16\|-1.37\|15.40\|15.49\|15.10\|117921;2026-03-16\|15.19\|0.20\|15.07\|15.22\|14.82\|115820;2026-03-17\|14.59\|-3.95\|15.25\|15.27\|14.57\|124869;2026-03-18\|15.01\|2.88\|14.66\|15.06\|14.60\|111392;2026-03-19\|14.70\|-2.07\|14.82\|14.89\|14.63\|84330;2026-03-20\|14.22\|-3.27\|14.87\|14.91\|14.22\|94834;2026-03-23\|12.80\|-9.99\|14.12\|14.12\|12.80\|233962;2026-03-24\|13.32\|4.06\|13.26\|13.34\|12.80\|139458;2026-03-25\|14.04\|5.41\|13.30\|14.20\|13.30\|187875;2026-03-26\|13.90\|-1.00\|14.06\|14.56\|13.87\|120376;2026-03-27\|14.10\|1.44\|13.92\|14.14\|13.69\|77256;2026-03-30\|13.45\|-4.61\|13.89\|13.91\|13.23\|147438;2026-03-31\|13.41\|-0.30\|13.42\|13.84\|13.20\|130966;2026-04-01\|13.90\|3.65\|13.76\|13.96\|13.60\|110398;2026-04-02\|13.47\|-3.09\|13.80\|14.23\|13.41\|119530;2026-04-03\|13.91\|3.27\|13.62\|14.28\|13.26\|165327;2026-04-07\|13.74\|-1.22\|14.40\|14.72\|13.56\|252712;2026-04-08\|14.32\|4.22\|13.93\|14.33\|13.85\|226152;2026-04-09\|15.75\|9.99\|14.12\|15.75\|14.04\|367508;2026-04-10\|15.47\|-1.78\|15.60\|16.01\|15.19\|471778;2026-04-13\|15.53\|0.39\|15.41\|15.78\|15.39\|233099;2026-04-14\|15.46\|-0.45\|15.71\|15.75\|15.29\|264762;2026-04-15\|15.85\|2.52\|15.46\|16.26\|15.34\|379115;2026-04-16\|15.96\|0.69\|15.77\|15.98\|15.66\|283672;2026-04-17\|16.50\|3.38\|16.10\|17.12\|15.84\|373248;2026-04-20\|16.80\|1.82\|16.63\|17.20\|16.43\|297980;2026-04-21\|16.64\|-0.95\|16.67\|16.87\|16.55\|179150;2026-04-22\|17.41\|4.63\|16.57\|17.63\|16.55\|303178;2026-04-23\|16.60\|-4.65\|17.25\|17.39\|16.52\|268012;2026-04-24\|16.31\|-1.75\|16.64\|16.90\|16.19\|212978;2026-04-27\|16.70\|2.39\|16.34\|17.00\|16.26\|195474;2026-04-28\|16.24\|-2.75\|16.63\|16.75\|16.17\|186165;2026-04-29\|16.57\|2.03\|16.23\|16.90\|16.15\|179458;2026-04-30\|16.50\|-0.42\|16.57\|16.74\|16.16\|141765;2026-05-06\|16.55\|0.30\|16.64\|16.82\|16.43\|178303;2026-05-07\|16.86\|1.87\|16.58\|17.04\|16.50\|190795;2026-05-08\|16.86\|0.00\|16.72\|17.05\|16.61\|154391;2026-05-11\|16.58\|-1.66\|16.94\|16.94\|16.46\|182867;2026-05-12\|16.76\|2.01\|16.50\|17.08\|16.41\|232238;2026-05-13\|16.98\|1.31\|16.64\|17.19\|16.50\|233864;2026-05-14\|16.89\|-0.53\|17.31\|18.15\|16.83\|322601;2026-05-15\|16.76\|-0.77\|16.93\|17.17\|16.53\|252519;2026-05-18\|18.44\|10.02\|16.46\|18.44\|16.40\|459706;2026-05-19\|17.66\|-4.23\|18.08\|18.27\|17.29\|595910;2026-05-20\|17.87\|1.19\|17.66\|18.16\|17.40\|515990;2026-05-21\|17.42\|-2.52\|17.87\|18.32\|17.37\|501854;2026-05-22\|18.90\|8.50\|17.45\|19.16\|17.27\|801230;2026-05-25\|18.97\|0.37\|19.20\|19.25\|18.52\|518382;2026-05-26\|18.37\|-3.16\|18.71\|18.92\|18.15\|401422;2026-05-27\|18.02\|-1.91\|18.21\|18.67\|17.74\|342326;2026-05-28\|17.23\|-4.38\|17.92\|19.43\|16.78\|648982;2026-05-29\|16.64\|-3.42\|17.23\|17.78\|16.41\|479746;2026-06-01\|17.00\|2.16\|16.61\|17.58\|16.61\|342404;2026-06-02\|17.42\|2.47\|16.98\|17.90\|16.82\|323668;2026-06-03\|17.02\|-2.30\|17.18\|17.56\|16.76\|279005;2026-06-04\|17.25\|1.35\|16.79\|17.61\|16.74\|250926;2026-06-05\|17.65\|2.32\|17.08\|18.08\|16.61\|409176;2026-06-08\|16.54\|-6.29\|17.10\|17.59\|16.40\|306664;2026-06-09\|17.06\|3.14\|16.90\|17.18\|16.50\|270829;2026-06-10\|16.77\|-1.70\|16.86\|16.96\|16.11\|249065;2026-06-11\|16.27\|-2.98\|16.63\|16.79\|16.04\|214862;2026-06-12\|15.86\|-2.52\|16.66\|17.15\|15.74\|326281;2026-06-15\|17.45\|10.03\|16.02\|17.45\|16.01\|368808;2026-06-16\|18.45\|5.73\|17.52\|18.60\|17.19\|451691;2026-06-17\|18.37\|-0.43\|18.28\|18.82\|18.12\|273896;2026-06-18\|18.20\|-0.93\|18.30\|18.50\|18.03\|225728;2026-06-22\|18.10\|-0.55\|18.30\|18.50\|17.55\|254222;2026-06-23\|18.02\|-0.44\|17.93\|18.39\|17.60\|207418;2026-06-24\|18.03\|0.06\|17.87\|18.36\|17.35\|260532;2026-06-25\|18.44\|2.27\|18.23\|19.83\|18.12\|594922;2026-06-26\|19.55\|6.02\|18.30\|19.94\|17.95\|665206;2026-06-29\|19.87\|1.64\|19.18\|20.60\|19.15\|676265;2026-06-30\|20.45\|2.92\|19.88\|20.75\|19.08\|573333;2026-07-01\|22.50\|10.02\|22.50\|22.50\|22.50\|57205;2026-07-02\|21.24\|-5.60\|23.74\|24.74\|21.08\|1139522;2026-07-03\|23.36\|9.98\|21.88\|23.36\|21.42\|495242;2026-07-06\|21.02\|-10.02\|23.14\|23.14\|21.02\|666750;2026-07-07\|19.84\|-5.61\|19.93\|20.79\|19.16\|572250;2026-07-08\|17.89\|-9.83\|19.72\|19.93\|17.86\|610630;2026-07-09\|17.81\|-0.45\|18.06\|18.16\|16.75\|543550;2026-07-10\|17.36\|-2.53\|17.76\|18.27\|17.35\|423049;2026-07-13\|15.70\|-9.56\|17.22\|17.92\|15.63\|399459;2026-07-14\|16.03\|2.10\|15.96\|16.23\|15.48\|292546;2026-07-15\|15.48\|-3.43\|16.20\|16.50\|15.36\|317474
111595	发改委：将加快具身智能训练基础设施建设	机器人+电机+股权激励行业原因： 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5月12日机构调研，公司2026年一季度营收同比增长91.05%至5.17亿元，主因系2025年收购的凌臣采集开始并表所致，凌臣采集收入占集团总收入比例超过50%；据2025年8月18日公告及2025年年度报告，公司收购的凌臣采集为下游智能装备和工业机器人客户提供运动控制、精密传动等核心零部件和机器人模组，并代理ABB、KUKA机器人。 2、据2025年年度报告，公司主营电机及电动工具整机，年产能超2,000万台，客户包括百得、TTI、博世等全球电动工具行业领先企业。 3、据2026年5月19日公告，公司发布《2026年限制性股票激励计划草案》，拟向激励对象授予限制性股票总计380万股，其中首次授予304万股。	电机生产供应商，人形机器人用电机在技术方面与公司现有的电机有相通之处，公司亦会开展调研以评估拓展相关业务的可行性和必要性	2026-03-05\|29.21\|2.06\|29.16\|29.67\|29.00\|12695;2026-03-06\|30.21\|3.42\|29.27\|30.32\|29.09\|13805;2026-03-09\|29.80\|-1.36\|29.78\|30.10\|29.10\|12811;2026-03-10\|30.69\|2.99\|29.97\|30.75\|29.97\|12644;2026-03-11\|30.43\|-0.85\|30.78\|30.78\|30.36\|9929;2026-03-12\|29.63\|-2.63\|30.53\|30.53\|29.50\|12074;2026-03-13\|29.30\|-1.11\|29.64\|29.99\|29.14\|10027;2026-03-16\|29.34\|0.14\|29.24\|29.50\|29.02\|8998;2026-03-17\|28.30\|-3.54\|29.69\|29.69\|28.30\|12213;2026-03-18\|28.22\|-0.28\|28.30\|28.67\|27.81\|20299;2026-03-19\|27.73\|-1.74\|28.02\|28.21\|27.67\|15270;2026-03-20\|27.00\|-2.63\|27.73\|28.10\|27.00\|15219;2026-03-23\|26.20\|-2.96\|26.25\|27.68\|26.04\|21145;2026-03-24\|28.29\|7.98\|26.80\|28.73\|26.79\|33323;2026-03-25\|28.84\|1.94\|28.50\|29.69\|28.10\|27777;2026-03-26\|28.83\|-0.03\|28.74\|29.28\|28.00\|16896;2026-03-27\|28.35\|-1.66\|28.55\|28.80\|28.11\|14075;2026-03-30\|28.27\|-0.28\|28.04\|28.87\|28.00\|9792;2026-03-31\|27.66\|-2.16\|28.33\|28.58\|27.58\|16004;2026-04-01\|28.99\|4.81\|28.25\|28.99\|27.61\|23265;2026-04-02\|28.49\|-1.72\|29.06\|29.36\|28.19\|15858;2026-04-03\|28.06\|-1.51\|28.49\|29.50\|28.02\|21563;2026-04-07\|27.72\|-1.21\|28.06\|28.25\|27.43\|19401;2026-04-08\|28.67\|3.43\|28.39\|28.70\|28.00\|16903;2026-04-09\|28.09\|-2.02\|28.45\|28.67\|28.04\|10998;2026-04-10\|28.30\|0.75\|28.19\|28.78\|28.17\|8571;2026-04-13\|28.21\|-0.32\|28.21\|28.39\|27.90\|13334;2026-04-14\|28.39\|0.64\|28.38\|28.58\|28.05\|8021;2026-04-15\|28.16\|-0.81\|28.61\|28.85\|28.10\|10284;2026-04-16\|29.33\|4.15\|28.15\|29.74\|28.05\|26981;2026-04-17\|29.10\|-0.78\|29.32\|29.32\|28.84\|13363;2026-04-20\|28.91\|-0.65\|29.14\|29.23\|28.59\|16849;2026-04-21\|29.96\|3.63\|28.91\|31.39\|28.78\|47856;2026-04-22\|30.33\|1.24\|29.79\|30.75\|29.53\|26232;2026-04-23\|29.58\|-2.47\|30.10\|30.10\|29.23\|21295;2026-04-24\|28.78\|-2.70\|28.64\|29.11\|28.27\|18098;2026-04-27\|29.90\|3.89\|28.84\|30.00\|28.54\|23350;2026-04-28\|29.55\|-1.17\|29.60\|30.23\|29.35\|20058;2026-04-29\|30.14\|2.00\|29.37\|30.68\|29.31\|25314;2026-04-30\|30.60\|1.53\|30.50\|30.96\|30.15\|18999;2026-05-06\|30.66\|0.20\|30.69\|31.03\|30.39\|20463;2026-05-07\|30.90\|0.78\|30.66\|31.16\|30.57\|17533;2026-05-08\|32.15\|4.05\|30.90\|32.32\|30.66\|35341;2026-05-11\|31.94\|-0.65\|32.15\|32.15\|31.55\|22316;2026-05-12\|32.41\|1.47\|31.94\|32.58\|31.73\|30135;2026-05-13\|32.05\|-1.11\|32.32\|32.47\|31.70\|23304;2026-05-14\|31.05\|-3.12\|32.04\|32.05\|31.05\|26847;2026-05-15\|33.05\|6.44\|31.31\|33.73\|31.25\|70015;2026-05-18\|36.70\|11.04\|33.06\|37.18\|32.38\|102229;2026-05-19\|36.16\|-1.47\|36.49\|37.20\|35.27\|67703;2026-05-20\|34.99\|-3.24\|35.80\|36.49\|34.56\|52731;2026-05-21\|34.26\|-2.09\|34.74\|37.16\|34.00\|49446;2026-05-22\|41.11\|19.99\|34.87\|41.11\|34.87\|116040;2026-05-25\|42.80\|4.11\|39.33\|43.53\|39.33\|121380;2026-05-26\|41.36\|-3.36\|42.80\|43.28\|40.88\|68313;2026-05-27\|41.35\|-0.02\|41.36\|42.60\|40.52\|59863;2026-05-28\|44.18\|6.84\|41.24\|46.20\|40.33\|97842;2026-05-29\|43.02\|-2.63\|43.86\|47.10\|42.00\|86106;2026-06-01\|40.30\|-6.32\|43.38\|43.39\|40.00\|62626;2026-06-02\|44.49\|10.40\|40.14\|45.92\|39.82\|80667;2026-06-03\|48.56\|9.15\|43.87\|51.66\|43.87\|98342;2026-06-04\|48.68\|0.25\|47.83\|49.88\|47.30\|67329;2026-06-05\|53.01\|8.89\|49.00\|54.69\|48.47\|95376;2026-06-08\|50.35\|-5.02\|52.06\|53.16\|49.11\|77870;2026-06-09\|50.06\|-0.58\|49.88\|50.78\|48.80\|58995;2026-06-10\|49.06\|-2.00\|48.76\|52.19\|48.01\|57863;2026-06-11\|44.48\|-9.34\|49.11\|49.21\|44.00\|75420;2026-06-12\|46.73\|5.06\|45.40\|49.57\|44.06\|68896;2026-06-15\|47.50\|1.65\|46.49\|48.29\|46.00\|44848;2026-06-16\|47.66\|0.34\|46.69\|48.17\|45.78\|42465;2026-06-17\|46.01\|-3.46\|47.19\|47.55\|45.33\|40546;2026-06-18\|44.06\|-4.24\|45.65\|46.83\|43.80\|48314;2026-06-22\|51.53\|16.95\|44.00\|52.00\|42.00\|83329;2026-06-23\|51.53\|0.00\|49.40\|56.56\|48.40\|98850;2026-06-24\|54.08\|4.95\|52.56\|54.50\|50.20\|77136;2026-06-25\|56.51\|4.49\|54.26\|58.29\|52.10\|71517;2026-06-26\|53.30\|-5.68\|56.73\|59.41\|52.66\|54851;2026-06-29\|54.35\|1.97\|54.00\|59.28\|52.22\|72795;2026-06-30\|56.00\|3.04\|54.06\|56.65\|52.20\|54112;2026-07-01\|56.71\|1.27\|55.67\|58.30\|55.08\|51515;2026-07-02\|58.80\|3.69\|55.37\|62.98\|52.80\|70814;2026-07-03\|59.38\|0.99\|58.96\|63.24\|58.10\|72955;2026-07-06\|54.50\|-8.22\|58.97\|61.65\|53.52\|64344;2026-07-07\|51.31\|-5.85\|54.50\|54.60\|51.00\|35287;2026-07-08\|48.59\|-4.84\|51.55\|51.89\|48.43\|26886;2026-07-09\|51.86\|6.73\|48.51\|52.78\|47.87\|41626;2026-07-10\|51.63\|-0.44\|51.96\|53.57\|51.26\|33539;2026-07-13\|48.83\|-5.42\|50.91\|51.60\|48.60\|27453;2026-07-14\|48.50\|-0.68\|48.84\|50.10\|47.38\|31173;2026-07-15\|51.55\|6.29\|49.39\|52.35\|48.50\|45370
111594	发改委：将加快具身智能训练基础设施建设	液冷服务器+AIoT平台+机器人概念+AI应用行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	1、公司达实久信医用物流机器人目前已在多个试点医院落地运行； 2、公司与华为在智慧空间领域一直保持着深度合作	2026-03-05\|2.85\|1.06\|2.87\|2.92\|2.83\|819334;2026-03-06\|2.89\|1.40\|2.82\|2.89\|2.80\|541987;2026-03-09\|2.88\|-0.35\|2.86\|2.89\|2.82\|539988;2026-03-10\|2.89\|0.35\|2.89\|2.94\|2.85\|513131;2026-03-11\|2.87\|-0.69\|2.89\|2.90\|2.86\|386196;2026-03-12\|2.86\|-0.35\|2.86\|2.90\|2.85\|354039;2026-03-13\|2.82\|-1.40\|2.85\|2.86\|2.81\|481068;2026-03-16\|2.83\|0.35\|2.81\|2.85\|2.80\|340429;2026-03-17\|2.83\|0.00\|2.83\|2.91\|2.82\|723170;2026-03-18\|2.86\|1.06\|2.85\|2.88\|2.82\|487404;2026-03-19\|2.80\|-2.10\|2.84\|2.87\|2.79\|565978;2026-03-20\|2.69\|-3.93\|2.81\|2.82\|2.69\|670302;2026-03-23\|2.53\|-5.95\|2.65\|2.65\|2.51\|665781;2026-03-24\|2.64\|4.35\|2.59\|2.64\|2.53\|552362;2026-03-25\|2.68\|1.52\|2.64\|2.71\|2.63\|406332;2026-03-26\|2.61\|-2.61\|2.67\|2.72\|2.59\|393771;2026-03-27\|2.64\|1.15\|2.57\|2.65\|2.57\|287754;2026-03-30\|2.65\|0.38\|2.60\|2.66\|2.57\|330075;2026-03-31\|2.59\|-2.26\|2.65\|2.70\|2.59\|356755;2026-04-01\|2.61\|0.77\|2.65\|2.65\|2.59\|290996;2026-04-02\|2.55\|-2.30\|2.61\|2.61\|2.53\|356084;2026-04-03\|2.45\|-3.92\|2.56\|2.57\|2.44\|410281;2026-04-07\|2.48\|1.22\|2.44\|2.49\|2.43\|324912;2026-04-08\|2.73\|10.08\|2.54\|2.73\|2.54\|627770;2026-04-09\|2.74\|0.37\|2.79\|2.80\|2.70\|1510476;2026-04-10\|2.69\|-1.82\|2.72\|2.74\|2.67\|785273;2026-04-13\|2.72\|1.12\|2.68\|2.74\|2.67\|593909;2026-04-14\|2.71\|-0.37\|2.73\|2.76\|2.67\|519330;2026-04-15\|2.64\|-2.58\|2.72\|2.72\|2.64\|382769;2026-04-16\|2.90\|9.85\|2.65\|2.90\|2.64\|1248514;2026-04-17\|2.87\|-1.03\|2.87\|2.97\|2.81\|1808638;2026-04-20\|2.90\|1.05\|2.84\|2.98\|2.84\|1229347;2026-04-21\|2.85\|-1.72\|2.90\|2.91\|2.83\|724206;2026-04-22\|2.81\|-1.40\|2.84\|2.85\|2.78\|615193;2026-04-23\|2.80\|-0.36\|2.83\|2.84\|2.76\|515189;2026-04-24\|2.76\|-1.43\|2.78\|2.79\|2.72\|486157;2026-04-27\|2.82\|2.17\|2.74\|2.84\|2.65\|732717;2026-04-28\|2.74\|-2.84\|2.81\|2.81\|2.73\|466502;2026-04-29\|2.79\|1.82\|2.71\|2.83\|2.70\|526380;2026-04-30\|2.90\|3.94\|2.82\|2.94\|2.80\|1155061;2026-05-06\|2.97\|2.41\|2.91\|2.99\|2.91\|1010207;2026-05-07\|3.03\|2.02\|3.00\|3.07\|3.00\|904632;2026-05-08\|3.02\|-0.33\|3.03\|3.05\|3.00\|748744;2026-05-11\|3.03\|0.33\|3.03\|3.08\|3.00\|691143;2026-05-12\|2.95\|-2.64\|3.01\|3.02\|2.93\|639026;2026-05-13\|3.03\|2.71\|2.98\|3.05\|2.95\|693225;2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.90\|-7.94\|3.14\|3.17\|2.87\|1756097;2026-07-14\|2.93\|1.03\|2.89\|2.93\|2.78\|1476188;2026-07-15\|2.95\|0.68\|2.94\|3.03\|2.92\|1320780
111593	发改委：将加快具身智能训练基础设施建设	澄清机器人概念+物料输送设备+出海 1、据2026年6月1日异动公告，公司再次澄清前期市场讨论的“机器人”概念，明确表示公司主要针对产品生产加工过程进行自动化、智能化改造，并未涉及机器人及相关零部件的生产制造业务，产品亦未应用于机器人领域。 2、据2025年年度报告，公司主营业务为物料输送设备的研发、设计、制造和销售，主要产品包括板链斗式提升机、胶带斗式提升机等多系列输送设备及其配件，广泛应用于水泥建材、港口、钢铁、化工等行业。 3、据2025年年度报告及2026年5月27日互动易，公司依托总包商协同出海与自营直接出口“双轮驱动”模式，持续拓展非洲、东南亚、中东等新兴市场，中标多个海外大型水泥熟料生产线项目，直接及间接出口订单整体实现较大增长。	公司通过持续实施自动化、智能化改造，更新迭代生产设备，在物料输送设备制造领域的生产工艺已相对成熟，应用了机器人自动焊接技术，机器人视觉识别自动上下料、自动装箱等技术	2026-03-05\|59.05\|-6.67\|62.80\|64.50\|58.50\|43728;2026-03-06\|60.04\|1.68\|59.21\|61.15\|59.07\|27306;2026-03-09\|56.10\|-6.56\|59.15\|59.50\|54.04\|31426;2026-03-10\|57.57\|2.62\|56.78\|58.86\|55.87\|22004;2026-03-11\|55.68\|-3.28\|58.14\|58.14\|55.60\|14873;2026-03-12\|54.05\|-2.93\|55.75\|55.90\|53.86\|12209;2026-03-13\|53.97\|-0.15\|54.48\|54.82\|53.70\|10239;2026-03-16\|53.38\|-1.09\|54.19\|54.42\|52.51\|9617;2026-03-17\|51.58\|-3.37\|53.80\|53.80\|51.37\|12838;2026-03-18\|51.65\|0.14\|51.78\|52.04\|51.20\|11917;2026-03-19\|49.47\|-4.22\|51.20\|51.39\|49.13\|12389;2026-03-20\|47.78\|-3.42\|49.87\|49.96\|47.74\|14831;2026-03-23\|46.27\|-3.16\|48.10\|48.37\|44.75\|19100;2026-03-24\|47.85\|3.41\|47.50\|47.96\|46.00\|17457;2026-03-25\|48.21\|0.75\|48.30\|48.68\|47.72\|12175;2026-03-26\|47.00\|-2.51\|48.49\|48.59\|46.83\|9916;2026-03-27\|47.75\|1.60\|46.49\|48.29\|46.00\|12240;2026-03-30\|48.25\|1.05\|48.21\|48.33\|47.25\|15931;2026-03-31\|49.00\|1.55\|48.26\|51.69\|48.01\|28179;2026-04-01\|49.10\|0.20\|49.80\|50.86\|48.00\|24753;2026-04-02\|47.69\|-2.87\|48.70\|48.98\|47.05\|14552;2026-04-03\|46.57\|-2.35\|48.00\|48.00\|46.26\|10288;2026-04-07\|46.79\|0.47\|46.26\|47.38\|46.26\|9611;2026-04-08\|49.78\|6.39\|47.99\|49.95\|47.99\|17061;2026-04-09\|48.16\|-3.25\|49.95\|49.95\|48.01\|12243;2026-04-10\|49.61\|3.01\|48.59\|50.35\|48.55\|13722;2026-04-13\|48.88\|-1.47\|49.26\|49.26\|48.20\|10431;2026-04-14\|49.80\|1.88\|49.05\|49.80\|48.84\|9667;2026-04-15\|49.08\|-1.45\|50.20\|50.50\|48.87\|8725;2026-04-16\|50.13\|2.14\|49.11\|50.49\|49.01\|9794;2026-04-17\|50.60\|0.94\|50.23\|50.70\|49.60\|8562;2026-04-20\|50.95\|0.69\|50.72\|51.15\|50.11\|10055;2026-04-21\|50.67\|-0.55\|51.01\|51.03\|49.90\|9355;2026-04-22\|50.15\|-1.03\|50.50\|50.50\|49.60\|10778;2026-04-23\|48.76\|-2.77\|50.00\|50.10\|48.15\|10980;2026-04-24\|48.84\|0.16\|48.36\|49.15\|47.76\|8029;2026-04-27\|49.56\|1.47\|49.00\|49.69\|47.91\|8754;2026-04-28\|48.40\|-2.34\|49.20\|49.55\|47.86\|7746;2026-04-29\|50.02\|3.35\|48.40\|51.72\|47.80\|16533;2026-04-30\|50.54\|1.04\|49.99\|51.08\|49.00\|12198;2026-05-06\|50.63\|0.18\|50.70\|51.50\|50.01\|11261;2026-05-07\|51.76\|2.23\|50.64\|53.13\|50.60\|17130;2026-05-08\|51.87\|0.21\|51.77\|52.23\|50.80\|10290;2026-05-11\|52.13\|0.50\|52.15\|52.95\|51.20\|12531;2026-05-12\|50.60\|-2.94\|52.25\|52.32\|50.41\|9752;2026-05-13\|49.91\|-1.36\|51.12\|51.14\|49.76\|9969;2026-05-14\|48.65\|-2.52\|50.02\|50.20\|48.11\|12160;2026-05-15\|48.80\|0.31\|49.00\|50.40\|48.60\|10155;2026-05-18\|50.01\|2.48\|49.35\|50.50\|48.48\|11252;2026-05-19\|49.64\|-0.74\|50.50\|50.50\|49.03\|8174;2026-05-20\|48.87\|-1.55\|49.46\|49.74\|48.51\|7334;2026-05-21\|53.76\|10.01\|49.01\|53.76\|49.00\|19781;2026-05-22\|59.14\|10.01\|55.00\|59.14\|55.00\|41035;2026-05-25\|58.00\|-1.93\|60.00\|65.05\|57.30\|72074;2026-05-26\|63.30\|9.14\|57.47\|63.80\|55.70\|65871;2026-05-27\|56.97\|-10.00\|60.14\|60.30\|56.97\|21115;2026-05-28\|51.27\|-10.01\|51.35\|53.80\|51.27\|14926;2026-05-29\|46.14\|-10.01\|49.02\|52.00\|46.14\|50221;2026-06-01\|49.81\|7.95\|45.62\|50.75\|44.62\|46573;2026-06-02\|48.50\|-2.63\|50.20\|50.92\|47.72\|32829;2026-06-03\|46.95\|-3.20\|48.96\|48.99\|46.40\|20782;2026-06-04\|46.25\|-1.49\|47.80\|47.87\|45.55\|15186;2026-06-05\|46.91\|1.43\|46.72\|47.75\|44.86\|15420;2026-06-08\|44.46\|-4.59\|45.00\|46.30\|43.50\|14642;2026-06-09\|44.89\|0.97\|44.98\|45.90\|43.88\|12723;2026-06-10\|43.50\|-3.10\|44.43\|45.41\|42.91\|14169;2026-06-11\|43.10\|-0.92\|45.35\|45.35\|42.45\|9807;2026-06-12\|43.21\|0.26\|43.95\|46.43\|43.20\|15027;2026-06-15\|43.71\|1.16\|43.56\|45.74\|43.13\|12737;2026-06-16\|42.77\|-2.15\|44.44\|44.44\|41.96\|12189;2026-06-17\|41.69\|-2.53\|42.42\|42.50\|41.60\|10480;2026-06-18\|41.31\|-0.91\|42.20\|42.20\|40.83\|10912;2026-06-22\|41.62\|0.75\|41.42\|41.75\|39.80\|14435;2026-06-23\|45.78\|10.00\|41.60\|45.78\|40.90\|14981;2026-06-24\|43.20\|-5.64\|45.80\|46.00\|42.08\|28297;2026-06-25\|41.61\|-3.68\|44.00\|44.28\|40.81\|22982;2026-06-26\|39.88\|-4.16\|42.02\|42.04\|39.83\|15557;2026-06-29\|39.26\|-1.55\|39.86\|40.60\|38.60\|13287;2026-06-30\|39.51\|0.64\|39.18\|40.30\|38.81\|11726;2026-07-01\|41.14\|4.13\|39.49\|41.39\|39.09\|12855;2026-07-02\|42.19\|2.55\|40.85\|44.81\|40.56\|18320;2026-07-03\|43.45\|2.99\|42.16\|44.13\|41.90\|11406;2026-07-06\|42.07\|-3.18\|42.99\|44.67\|41.78\|10853;2026-07-07\|39.99\|-4.94\|42.11\|42.47\|39.72\|9706;2026-07-08\|38.93\|-2.65\|40.08\|40.90\|38.89\|7547;2026-07-09\|39.46\|1.36\|38.69\|40.15\|38.20\|7713;2026-07-10\|40.15\|1.75\|39.31\|41.17\|39.16\|7817;2026-07-13\|37.59\|-6.38\|40.00\|40.13\|37.38\|8879;2026-07-14\|38.83\|3.30\|37.52\|38.99\|36.89\|8249;2026-07-15\|39.02\|0.49\|38.60\|40.16\|38.02\|7717
111592	发改委：将加快具身智能训练基础设施建设	炭黑+白炭黑+产能扩张行业原因： 1、据国投期货4月7日指出，美伊冲突升级致霍尔木兹海峡封锁，中东甲醇出口受阻，全球供给收缩。 2、油价高企放大煤化工替代经济性，煤制烯烃价差优势凸显，强化板块盈利预期。公司原因： 1、据2025年半年度报告，公司炭黑已投产能64.5万吨/年、白炭黑3.5万吨/年，规模国内领先，客户涵盖米其林、大陆马牌等全球头部轮胎企业。 2、据2025年半年度报告及2025年4月10日投资者关系记录，山西龙星碳基新材料、重庆项目等拟逐步投产，产能释放有望扩大经营规模。 3、据2025年9月15日互动易，公司携手复旦、中科院等攻关碳基新材料与绿色降碳技术，累计获专利122项。	国内炭黑行业骨干企业，产量规模国内第三，有储备导电炭黑技术，据网络资料，高端炭黑是人形机器人电子皮肤必不可少材料；董事长刘鹏达增持0.33%股份	2026-03-05\|6.43\|1.10\|6.48\|6.60\|6.37\|109949;2026-03-06\|6.67\|3.73\|6.41\|6.68\|6.39\|116307;2026-03-09\|6.70\|0.45\|6.67\|6.83\|6.60\|171345;2026-03-10\|6.62\|-1.19\|6.67\|6.71\|6.58\|125845;2026-03-11\|6.67\|0.76\|6.63\|6.68\|6.56\|97136;2026-03-12\|6.74\|1.05\|6.68\|6.88\|6.68\|168292;2026-03-13\|6.91\|2.52\|6.74\|6.93\|6.72\|236555;2026-03-16\|6.72\|-2.75\|6.83\|6.93\|6.64\|196006;2026-03-17\|6.57\|-2.23\|6.73\|6.86\|6.56\|121537;2026-03-18\|6.55\|-0.30\|6.60\|6.61\|6.50\|87423;2026-03-19\|6.26\|-4.43\|6.56\|6.57\|6.23\|136325;2026-03-20\|5.73\|-8.47\|6.31\|6.33\|5.72\|279927;2026-03-23\|5.57\|-2.79\|5.65\|5.83\|5.42\|189396;2026-03-24\|5.85\|5.03\|5.69\|5.87\|5.45\|155164;2026-03-25\|5.83\|-0.34\|5.81\|5.91\|5.79\|84585;2026-03-26\|5.81\|-0.34\|5.83\|5.95\|5.75\|67962;2026-03-27\|5.97\|2.75\|5.75\|5.98\|5.73\|94371;2026-03-30\|5.96\|-0.17\|5.90\|6.06\|5.83\|82135;2026-03-31\|5.83\|-2.18\|5.93\|6.02\|5.82\|87293;2026-04-01\|5.91\|1.37\|5.90\|5.97\|5.82\|109641;2026-04-02\|5.81\|-1.69\|5.91\|5.93\|5.71\|89682;2026-04-03\|5.47\|-5.85\|5.81\|5.81\|5.43\|131690;2026-04-07\|6.02\|10.05\|5.51\|6.02\|5.47\|154250;2026-04-08\|6.22\|3.32\|6.17\|6.30\|6.07\|400982;2026-04-09\|6.05\|-2.73\|6.08\|6.16\|5.92\|239840;2026-04-10\|5.91\|-2.31\|6.05\|6.06\|5.87\|175176;2026-04-13\|5.89\|-0.34\|5.94\|6.03\|5.85\|111556;2026-04-14\|5.86\|-0.51\|5.95\|5.95\|5.76\|138748;2026-04-15\|5.78\|-1.37\|5.86\|5.86\|5.74\|92804;2026-04-16\|5.84\|1.04\|5.80\|5.86\|5.73\|93676;2026-04-17\|5.68\|-2.74\|5.83\|5.84\|5.65\|125669;2026-04-20\|5.72\|0.70\|5.66\|5.73\|5.66\|75130;2026-04-21\|5.73\|0.17\|5.68\|5.75\|5.58\|98102;2026-04-22\|5.79\|1.05\|5.70\|5.83\|5.67\|108360;2026-04-23\|5.79\|0.00\|5.76\|5.90\|5.70\|103199;2026-04-24\|5.84\|0.86\|5.75\|5.85\|5.67\|104592;2026-04-27\|6.20\|6.16\|5.84\|6.42\|5.70\|381869;2026-04-28\|6.09\|-1.77\|6.18\|6.23\|6.04\|231224;2026-04-29\|6.37\|4.60\|6.03\|6.55\|5.97\|321592;2026-04-30\|6.24\|-2.04\|6.24\|6.40\|6.18\|232132;2026-05-06\|6.47\|3.69\|6.30\|6.53\|6.16\|287400;2026-05-07\|6.42\|-0.77\|6.54\|6.55\|6.39\|194609;2026-05-08\|6.37\|-0.78\|6.37\|6.52\|6.30\|153299;2026-05-11\|6.20\|-2.67\|6.39\|6.40\|6.17\|160785;2026-05-12\|6.06\|-2.26\|6.20\|6.21\|6.03\|101484;2026-05-13\|6.16\|1.65\|6.11\|6.36\|6.04\|154090;2026-05-14\|6.02\|-2.27\|6.20\|6.20\|6.02\|117594;2026-05-15\|6.10\|1.33\|6.05\|6.27\|6.02\|162164;2026-05-18\|5.89\|-3.44\|6.09\|6.09\|5.76\|164034;2026-05-19\|6.09\|3.40\|6.09\|6.28\|5.98\|251224;2026-05-20\|6.70\|10.02\|6.09\|6.70\|6.04\|398927;2026-05-21\|7.37\|10.00\|6.82\|7.37\|6.72\|1377504;2026-05-22\|8.11\|10.04\|7.49\|8.11\|6.95\|939762;2026-05-25\|7.85\|-3.21\|8.59\|8.92\|7.51\|1300823;2026-05-26\|7.39\|-5.86\|7.96\|8.30\|7.17\|1452542;2026-05-27\|7.30\|-1.22\|7.21\|7.98\|7.03\|1052580;2026-05-28\|6.57\|-10.00\|6.93\|6.93\|6.57\|449096;2026-05-29\|5.91\|-10.05\|6.20\|6.27\|5.91\|827894;2026-06-01\|5.85\|-1.02\|5.78\|5.98\|5.63\|504489;2026-06-02\|5.63\|-3.76\|5.81\|5.84\|5.51\|475752;2026-06-03\|5.58\|-0.89\|5.56\|5.68\|5.52\|352851;2026-06-04\|5.49\|-1.61\|5.56\|5.59\|5.42\|269633;2026-06-05\|5.49\|0.00\|5.50\|5.56\|5.25\|331985;2026-06-08\|5.17\|-5.83\|5.30\|5.45\|5.14\|307203;2026-06-09\|5.39\|4.26\|5.28\|5.40\|5.15\|257243;2026-06-10\|5.19\|-3.71\|5.37\|5.40\|5.13\|240689;2026-06-11\|5.16\|-0.58\|5.15\|5.23\|5.05\|159089;2026-06-12\|5.18\|0.39\|5.27\|5.29\|5.11\|180490;2026-06-15\|5.22\|0.77\|5.25\|5.34\|5.21\|206053;2026-06-16\|5.16\|-1.15\|5.28\|5.28\|5.10\|182683;2026-06-17\|4.98\|-3.49\|5.14\|5.14\|4.97\|213631;2026-06-18\|5.48\|10.04\|4.98\|5.48\|4.97\|398019;2026-06-22\|5.64\|2.92\|5.48\|5.67\|5.25\|499248;2026-06-23\|5.85\|3.72\|5.60\|6.10\|5.55\|714413;2026-06-24\|5.58\|-4.62\|5.72\|5.90\|5.55\|440800;2026-06-25\|5.37\|-3.76\|5.60\|5.88\|5.27\|391074;2026-06-26\|5.12\|-4.66\|5.34\|5.37\|5.11\|324922;2026-06-29\|5.03\|-1.76\|5.20\|5.47\|4.98\|307514;2026-06-30\|4.93\|-1.99\|4.98\|5.06\|4.90\|209773;2026-07-01\|5.42\|9.94\|4.96\|5.42\|4.91\|306538;2026-07-02\|5.36\|-1.11\|5.34\|5.56\|5.29\|341287;2026-07-03\|5.27\|-1.68\|5.46\|5.47\|5.26\|225215;2026-07-06\|5.16\|-2.09\|5.31\|5.42\|5.16\|202153;2026-07-07\|5.08\|-1.55\|5.15\|5.19\|5.04\|154409;2026-07-08\|4.96\|-2.36\|5.07\|5.09\|4.84\|180382;2026-07-09\|4.87\|-1.81\|4.96\|5.02\|4.75\|212229;2026-07-10\|4.90\|0.62\|4.80\|5.02\|4.75\|184798;2026-07-13\|4.63\|-5.51\|4.90\|4.92\|4.61\|173286;2026-07-14\|4.71\|1.73\|4.63\|4.73\|4.52\|133909;2026-07-15\|4.71\|0.00\|4.68\|4.79\|4.66\|107337
111591	发改委：将加快具身智能训练基础设施建设	机器人+创新药+房地产行业原因： 1、据新华社，5月28日，国务院印发《城市更新“十五五”规划》。据多家机构测算，“十五五”期间城市更新市场总容量预计达15万亿元至20万亿元。 2、据上证报，5月，北京二手住房成交量超1.6万套，同比上涨约12%。至此，北京二手房成交量在4月之后，再次创下近5年同期新高。公司原因： 1、据2025年8月27日半年度报告，公司控股杭州南江机器人50.82%，南江机器人主营AGV及智能搬运机器人，产品已应用于智能制造与智慧物流。 2、据2025年8月11日公告，公司拟以不超3亿元现金增资上海海和药物，完成后将持有其不低于5%股权，切入创新药赛道。 3、据2026年4月25日年度报告，公司主营房地产开发，聚焦上海、苏州改善型住宅，2026年将深耕核心城市补充优质项目储备。	公司控股的南江机器人主要产品包括为面向3C制造行业、医药行业、汽车制造行业和光伏行业中的智慧物流环节而设计的智能移动机器人iAGV系列、智能搬运机器人iCarrier系列以及相应的智能调度系统	2026-03-05\|2.51\|-2.71\|2.56\|2.62\|2.50\|351940;2026-03-06\|2.59\|3.19\|2.50\|2.60\|2.49\|277973;2026-03-09\|2.53\|-2.32\|2.58\|2.58\|2.51\|282249;2026-03-10\|2.55\|0.79\|2.55\|2.57\|2.54\|202728;2026-03-11\|2.55\|0.00\|2.55\|2.56\|2.53\|175016;2026-03-12\|2.56\|0.39\|2.55\|2.59\|2.54\|232089;2026-03-13\|2.55\|-0.39\|2.55\|2.62\|2.54\|284930;2026-03-16\|2.57\|0.78\|2.56\|2.62\|2.55\|236360;2026-03-17\|2.64\|2.72\|2.58\|2.72\|2.57\|603265;2026-03-18\|2.56\|-3.03\|2.63\|2.63\|2.53\|379565;2026-03-19\|2.48\|-3.12\|2.54\|2.57\|2.47\|297680;2026-03-20\|2.44\|-1.61\|2.48\|2.50\|2.40\|290011;2026-03-23\|2.28\|-6.56\|2.40\|2.41\|2.25\|340708;2026-03-24\|2.42\|6.14\|2.32\|2.45\|2.29\|445050;2026-03-25\|2.48\|2.48\|2.42\|2.48\|2.40\|330777;2026-03-26\|2.44\|-1.61\|2.48\|2.51\|2.42\|186632;2026-03-27\|2.47\|1.23\|2.42\|2.47\|2.40\|166484;2026-03-30\|2.46\|-0.40\|2.44\|2.47\|2.39\|207050;2026-03-31\|2.43\|-1.22\|2.47\|2.54\|2.43\|204968;2026-04-01\|2.45\|0.82\|2.47\|2.49\|2.40\|204310;2026-04-02\|2.40\|-2.04\|2.44\|2.45\|2.38\|194504;2026-04-03\|2.29\|-4.58\|2.40\|2.42\|2.28\|206857;2026-04-07\|2.35\|2.62\|2.30\|2.37\|2.27\|223024;2026-04-08\|2.42\|2.98\|2.39\|2.43\|2.37\|258352;2026-04-09\|2.34\|-3.31\|2.42\|2.42\|2.34\|231951;2026-04-10\|2.39\|2.14\|2.35\|2.46\|2.35\|189653;2026-04-13\|2.41\|0.84\|2.37\|2.43\|2.36\|231194;2026-04-14\|2.46\|2.07\|2.42\|2.47\|2.40\|316538;2026-04-15\|2.37\|-3.66\|2.47\|2.47\|2.36\|322755;2026-04-16\|2.39\|0.84\|2.37\|2.40\|2.35\|180922;2026-04-17\|2.35\|-1.67\|2.40\|2.40\|2.32\|303027;2026-04-20\|2.33\|-0.85\|2.34\|2.35\|2.31\|241377;2026-04-21\|2.30\|-1.29\|2.33\|2.33\|2.28\|266705;2026-04-22\|2.30\|0.00\|2.28\|2.32\|2.27\|199503;2026-04-23\|2.26\|-1.74\|2.30\|2.31\|2.25\|245919;2026-04-24\|2.29\|1.33\|2.25\|2.30\|2.23\|251774;2026-04-27\|2.43\|6.11\|2.30\|2.44\|2.29\|543614;2026-04-28\|2.48\|2.06\|2.40\|2.53\|2.40\|544283;2026-04-29\|2.52\|1.61\|2.47\|2.53\|2.46\|410981;2026-04-30\|2.57\|1.98\|2.51\|2.59\|2.50\|407359;2026-05-06\|2.55\|-0.78\|2.58\|2.59\|2.53\|345791;2026-05-07\|2.54\|-0.39\|2.57\|2.59\|2.53\|319044;2026-05-08\|2.57\|1.18\|2.55\|2.58\|2.53\|310626;2026-05-11\|2.56\|-0.39\|2.57\|2.61\|2.55\|352408;2026-05-12\|2.57\|0.39\|2.57\|2.60\|2.52\|364400;2026-05-13\|2.55\|-0.78\|2.55\|2.59\|2.53\|293787;2026-05-14\|2.52\|-1.18\|2.56\|2.58\|2.52\|295201;2026-05-15\|2.47\|-1.98\|2.51\|2.53\|2.44\|311527;2026-05-18\|2.53\|2.43\|2.47\|2.56\|2.41\|373785;2026-05-19\|2.52\|-0.40\|2.56\|2.60\|2.47\|248144;2026-05-20\|2.49\|-1.19\|2.51\|2.52\|2.47\|213720;2026-05-21\|2.36\|-5.22\|2.49\|2.52\|2.34\|277902;2026-05-22\|2.60\|10.17\|2.36\|2.60\|2.36\|521165;2026-05-25\|2.86\|10.00\|2.69\|2.86\|2.66\|817154;2026-05-26\|2.80\|-2.10\|2.88\|3.04\|2.76\|2120925;2026-05-27\|2.73\|-2.50\|2.80\|2.81\|2.68\|1143813;2026-05-28\|2.70\|-1.10\|2.70\|2.89\|2.65\|888435;2026-05-29\|2.65\|-1.85\|2.83\|2.92\|2.64\|954312;2026-06-01\|2.92\|10.19\|2.66\|2.92\|2.55\|795695;2026-06-02\|2.85\|-2.40\|2.95\|3.07\|2.84\|1788070;2026-06-03\|2.89\|1.40\|2.82\|2.89\|2.75\|1289983;2026-06-04\|2.77\|-4.15\|2.81\|2.94\|2.76\|737142;2026-06-05\|2.77\|0.00\|2.81\|2.99\|2.73\|932967;2026-06-08\|2.78\|0.36\|2.70\|2.90\|2.64\|917337;2026-06-09\|2.66\|-4.32\|2.76\|2.79\|2.50\|927967;2026-06-10\|2.54\|-4.51\|2.60\|2.65\|2.51\|563132;2026-06-11\|2.45\|-3.54\|2.51\|2.57\|2.41\|505349;2026-06-12\|2.46\|0.41\|2.48\|2.53\|2.40\|450538;2026-06-15\|2.41\|-2.03\|2.46\|2.50\|2.38\|501257;2026-06-16\|2.36\|-2.07\|2.41\|2.42\|2.30\|415431;2026-06-17\|2.25\|-4.66\|2.34\|2.36\|2.24\|536491;2026-06-18\|2.17\|-3.56\|2.25\|2.26\|2.16\|502016;2026-06-22\|2.15\|-0.92\|2.16\|2.16\|2.07\|498044;2026-06-23\|2.19\|1.86\|2.13\|2.26\|2.12\|452805;2026-06-24\|2.09\|-4.57\|2.17\|2.19\|2.04\|468497;2026-06-25\|2.08\|-0.48\|2.12\|2.13\|2.04\|289982;2026-06-26\|1.97\|-5.29\|2.08\|2.08\|1.96\|491553;2026-06-29\|1.97\|0.00\|1.97\|1.98\|1.89\|347656;2026-06-30\|1.99\|1.02\|1.96\|2.01\|1.92\|349978;2026-07-01\|2.04\|2.51\|1.99\|2.07\|1.98\|320784;2026-07-02\|2.18\|6.86\|2.07\|2.24\|2.07\|889350;2026-07-03\|2.13\|-2.29\|2.14\|2.24\|2.11\|643802;2026-07-06\|2.08\|-2.35\|2.12\|2.15\|2.07\|390106;2026-07-07\|2.01\|-3.37\|2.07\|2.09\|1.99\|269456;2026-07-08\|2.00\|-0.50\|2.01\|2.03\|1.97\|226896;2026-07-09\|2.00\|0.00\|1.99\|2.03\|1.96\|269950;2026-07-10\|2.06\|3.00\|1.99\|2.11\|1.96\|358395;2026-07-13\|1.96\|-4.85\|2.05\|2.07\|1.95\|338648;2026-07-14\|2.02\|3.06\|1.96\|2.04\|1.93\|247703;2026-07-15\|2.10\|3.96\|1.99\|2.11\|1.98\|402402
111590	发改委：将加快具身智能训练基础设施建设	人形机器人+800V高压连接器+换向器龙头行业原因： 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5月15日投资者关系活动记录表，公司正积极布局人形机器人、AI数据中心等战略新兴领域，用技术创新驱动国产替代，培育第二增长曲线。 2、据2026年4月29日投资者关系活动记录表，公司近年定点国内外头部新能源车企的800V高压连接器、轻量化集成母排等项目已陆续量产，并持续获得新定点。 3、据2025年度报告，公司换向器产销量全球第一，产品配套奔驰、丰田、博世、采埃孚等全球头部车企及Tier1，横向延伸至新能源汽车三电、智能驾驶等核心模块。	公司正积极布局人形机器人、AI数据中心等战略新兴领域	2026-03-05\|16.14\|1.64\|16.20\|16.45\|16.10\|55745;2026-03-06\|16.26\|0.74\|16.11\|16.37\|16.06\|49211;2026-03-09\|16.08\|-1.11\|16.04\|16.15\|15.60\|79767;2026-03-10\|16.50\|2.61\|16.18\|16.54\|16.18\|63604;2026-03-11\|16.58\|0.48\|16.51\|16.65\|16.44\|54319;2026-03-12\|16.27\|-1.87\|16.53\|16.57\|16.23\|47215;2026-03-13\|16.32\|0.31\|16.40\|16.68\|16.26\|71892;2026-03-16\|16.16\|-0.98\|16.38\|16.40\|15.97\|60017;2026-03-17\|15.67\|-3.03\|16.16\|16.24\|15.63\|60588;2026-03-18\|16.00\|2.11\|15.72\|16.02\|15.56\|50478;2026-03-19\|15.62\|-2.38\|15.84\|16.04\|15.57\|61813;2026-03-20\|15.35\|-1.73\|15.66\|15.89\|15.32\|54969;2026-03-23\|14.39\|-6.25\|15.09\|15.13\|14.31\|77133;2026-03-24\|14.75\|2.50\|14.79\|14.84\|14.37\|50270;2026-03-25\|14.91\|1.08\|14.82\|15.02\|14.80\|42355;2026-03-26\|14.75\|-1.07\|14.88\|15.13\|14.67\|36889;2026-03-27\|14.85\|0.68\|14.51\|14.93\|14.51\|32328;2026-03-30\|14.78\|-0.47\|14.80\|14.85\|14.54\|33528;2026-03-31\|14.62\|-1.08\|14.81\|14.99\|14.62\|42267;2026-04-01\|14.94\|2.19\|14.98\|15.02\|14.80\|41286;2026-04-02\|14.62\|-2.14\|14.95\|14.95\|14.52\|32313;2026-04-03\|14.29\|-2.26\|14.69\|14.74\|14.28\|29552;2026-04-07\|14.54\|1.75\|14.39\|14.59\|14.35\|33995;2026-04-08\|15.18\|4.40\|14.81\|15.19\|14.80\|50462;2026-04-09\|15.24\|0.40\|15.19\|15.38\|15.03\|47248;2026-04-10\|15.59\|2.30\|15.33\|15.74\|15.32\|52194;2026-04-13\|15.76\|1.09\|15.52\|15.88\|15.46\|53823;2026-04-14\|15.79\|0.19\|15.97\|15.98\|15.61\|41165;2026-04-15\|15.87\|0.51\|15.96\|16.25\|15.76\|77136;2026-04-16\|15.83\|-0.25\|15.93\|15.96\|15.63\|71489;2026-04-17\|15.90\|0.44\|15.78\|15.95\|15.71\|42723;2026-04-20\|15.93\|0.19\|15.85\|16.03\|15.77\|41590;2026-04-21\|15.88\|-0.31\|15.90\|15.92\|15.77\|35132;2026-04-22\|15.90\|0.13\|15.88\|15.96\|15.81\|36016;2026-04-23\|15.82\|-0.50\|15.86\|16.16\|15.76\|45640;2026-04-24\|15.97\|0.95\|15.72\|16.10\|15.61\|73471;2026-04-27\|15.69\|-1.75\|15.97\|16.10\|15.52\|61907;2026-04-28\|15.79\|0.64\|15.70\|16.16\|15.35\|95893;2026-04-29\|16.18\|2.47\|15.70\|16.32\|15.56\|91194;2026-04-30\|16.24\|0.37\|16.15\|16.38\|16.05\|55898;2026-05-06\|16.24\|0.00\|16.24\|16.32\|16.15\|72295;2026-05-07\|16.87\|3.88\|16.24\|17.13\|16.22\|148880;2026-05-08\|17.07\|1.19\|16.84\|17.07\|16.70\|91252;2026-05-11\|16.78\|-1.70\|17.10\|17.10\|16.72\|87370;2026-05-12\|16.56\|-1.31\|16.78\|16.95\|16.55\|73343;2026-05-13\|16.86\|1.81\|16.54\|16.98\|16.43\|67194;2026-05-14\|16.36\|-2.97\|16.85\|16.88\|16.35\|58416;2026-05-15\|16.71\|2.14\|16.46\|16.96\|16.27\|88195;2026-05-18\|16.52\|0.30\|16.42\|16.53\|16.15\|58195;2026-05-19\|16.58\|0.36\|16.65\|16.76\|16.31\|62074;2026-05-20\|16.31\|-1.63\|16.50\|16.57\|16.21\|47726;2026-05-21\|16.08\|-1.41\|16.35\|16.67\|16.03\|84014;2026-05-22\|17.69\|10.01\|16.23\|17.69\|15.94\|213673;2026-05-25\|18.60\|5.14\|18.19\|19.33\|17.82\|413924;2026-05-26\|18.20\|-2.15\|18.49\|18.94\|17.95\|261201;2026-05-27\|17.43\|-4.23\|18.20\|18.20\|17.31\|202244;2026-05-28\|17.68\|1.43\|17.28\|17.95\|17.22\|188699;2026-05-29\|18.20\|2.94\|17.65\|18.78\|17.62\|294007;2026-06-01\|18.03\|-0.93\|18.21\|18.46\|17.93\|199767;2026-06-02\|18.99\|5.32\|18.00\|19.00\|17.72\|349594;2026-06-03\|19.67\|3.58\|18.50\|20.03\|18.49\|394034;2026-06-04\|20.85\|6.00\|19.48\|20.88\|19.04\|361344;2026-06-05\|20.00\|-4.08\|20.30\|21.35\|19.60\|332921;2026-06-08\|18.31\|-8.45\|19.00\|19.68\|18.19\|258633;2026-06-09\|17.63\|-3.71\|18.51\|18.69\|17.36\|263376;2026-06-10\|18.56\|5.28\|17.73\|19.28\|17.65\|266032;2026-06-11\|17.28\|-6.90\|18.05\|18.35\|17.05\|236733;2026-06-12\|16.62\|-3.82\|17.39\|17.62\|16.51\|200454;2026-06-15\|17.45\|4.99\|16.70\|17.75\|16.70\|156412;2026-06-16\|17.35\|-0.57\|17.53\|17.66\|17.20\|120859;2026-06-17\|17.15\|-1.15\|17.34\|17.65\|16.95\|165929;2026-06-18\|16.81\|-1.98\|17.04\|17.18\|16.66\|118568;2026-06-22\|15.99\|-4.88\|16.80\|16.81\|15.35\|195423;2026-06-23\|15.92\|-0.44\|15.89\|16.20\|15.55\|99592;2026-06-24\|15.43\|-3.08\|15.71\|15.88\|15.30\|104518;2026-06-25\|14.96\|-3.05\|15.40\|15.43\|14.75\|113677;2026-06-26\|14.30\|-4.41\|14.87\|14.95\|14.26\|85057;2026-06-29\|13.81\|-3.43\|14.30\|14.36\|13.55\|94071;2026-06-30\|14.24\|3.11\|13.76\|14.45\|13.71\|97015;2026-07-01\|14.50\|1.83\|14.24\|14.75\|14.20\|97140;2026-07-02\|14.70\|1.38\|14.29\|15.32\|14.29\|112794;2026-07-03\|15.41\|4.83\|14.78\|15.87\|14.76\|147275;2026-07-06\|15.06\|-2.27\|15.50\|15.51\|14.91\|89319;2026-07-07\|14.43\|-4.18\|15.05\|15.30\|14.40\|77861;2026-07-08\|13.80\|-4.37\|14.50\|14.50\|13.77\|64850;2026-07-09\|13.74\|-0.43\|13.74\|13.93\|13.12\|76677;2026-07-10\|13.78\|0.29\|13.72\|14.13\|13.62\|62928;2026-07-13\|12.92\|-6.24\|13.60\|13.69\|12.90\|63278;2026-07-14\|13.26\|2.63\|12.86\|13.26\|12.81\|57732;2026-07-15\|13.19\|-0.53\|13.21\|13.46\|13.05\|39049
111589	发改委：将加快具身智能训练基础设施建设	优必选入主+机器人概念+园林机械零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月30日投资者关系活动记录表，公司完成董事会提前换届，优必选董事长周剑当选公司第五届董事会董事长；据2026年4月25日公告，优必选已完成要约收购，合计持有公司43.01%股份，成为控股股东。 2、据2026年6月30日投资者关系活动记录表，公司具备“电控+机械”双轮驱动能力，构成向优必选供应机电组件的坚实基础，双方拟就机电组件开展关联交易，预计2026年度交易金额不超过8,250万元不含税，其中向优必选销售机电组件8,100万元、租入资产150万元。 3、据2026年6月9日异常波动公告，公司目前不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售；据2025年年度报告，公司与STIHL、富世华、HONDA等全球知名园林机械整机厂商建立了长期合作关系。	优必选受让控股股东所持29.99%股份	2026-03-05\|81.07\|0.85\|81.50\|82.87\|80.17\|126371;2026-03-06\|80.62\|-0.56\|80.47\|83.56\|80.28\|131537;2026-03-09\|78.25\|-2.94\|78.00\|78.90\|76.36\|145562;2026-03-10\|83.81\|7.11\|79.31\|85.86\|78.87\|203735;2026-03-11\|78.10\|-6.81\|82.50\|84.75\|76.70\|233835;2026-03-12\|74.16\|-5.04\|79.69\|79.69\|73.73\|189529;2026-03-13\|81.58\|10.01\|79.88\|81.58\|79.88\|79442;2026-03-16\|73.42\|-10.00\|82.10\|83.00\|73.42\|242033;2026-03-17\|71.17\|-3.06\|73.11\|74.20\|70.90\|160828;2026-03-18\|71.60\|0.60\|71.06\|71.89\|70.23\|106884;2026-03-19\|68.30\|-4.61\|71.62\|71.72\|67.98\|132413;2026-03-20\|66.32\|-2.90\|69.32\|69.96\|66.02\|116485;2026-03-23\|66.25\|-0.11\|65.37\|71.56\|65.36\|171973;2026-03-24\|67.50\|1.89\|67.50\|68.66\|65.30\|109969;2026-03-25\|67.89\|0.58\|67.61\|68.98\|67.15\|99650;2026-03-26\|67.27\|-0.91\|68.00\|69.20\|66.79\|83371;2026-03-27\|68.26\|1.47\|65.61\|68.30\|65.61\|79271;2026-03-30\|68.61\|0.51\|67.01\|68.70\|66.73\|67422;2026-03-31\|67.78\|-1.21\|68.63\|69.83\|67.47\|84557;2026-04-01\|70.05\|3.35\|69.38\|72.60\|68.50\|155312;2026-04-02\|66.43\|-5.17\|70.05\|71.30\|66.38\|129842;2026-04-03\|65.45\|-1.48\|67.50\|67.67\|63.87\|106623;2026-04-07\|65.45\|0.00\|65.59\|66.00\|64.76\|50465;2026-04-08\|68.71\|4.98\|67.06\|68.87\|66.77\|92086;2026-04-09\|68.74\|0.04\|67.52\|70.07\|67.30\|82061;2026-04-10\|68.27\|-0.68\|69.00\|70.68\|68.25\|74481;2026-04-13\|68.80\|0.78\|67.80\|68.99\|67.80\|56585;2026-04-14\|69.73\|1.35\|68.91\|69.83\|68.26\|80290;2026-04-15\|68.63\|-1.58\|69.70\|70.93\|68.40\|83250;2026-04-16\|70.16\|2.23\|69.40\|70.92\|68.51\|94338;2026-04-17\|70.50\|0.48\|69.43\|72.01\|69.12\|100649;2026-04-20\|69.25\|-1.77\|70.48\|70.48\|66.90\|112696;2026-04-27\|62.33\|-9.99\|68.58\|68.58\|62.33\|149720;2026-04-28\|58.50\|-6.14\|60.00\|60.77\|57.88\|193687;2026-04-29\|57.07\|-2.44\|58.50\|58.92\|56.95\|122534;2026-04-30\|57.38\|0.54\|57.30\|58.51\|57.00\|88208;2026-05-06\|58.38\|1.74\|58.00\|58.97\|58.00\|95856;2026-05-07\|61.21\|4.85\|58.35\|62.45\|57.95\|124606;2026-05-08\|63.12\|3.12\|61.21\|64.95\|60.60\|159158;2026-05-11\|61.24\|-2.98\|62.84\|62.84\|60.70\|113905;2026-05-12\|60.48\|-1.24\|61.68\|62.46\|59.78\|83527;2026-05-13\|60.37\|-0.18\|60.20\|60.76\|59.04\|65989;2026-05-14\|57.08\|-5.45\|60.26\|60.74\|57.00\|89678;2026-05-15\|58.54\|2.56\|57.36\|60.89\|56.31\|116676;2026-05-18\|57.72\|-1.40\|58.04\|58.50\|56.83\|73451;2026-05-19\|58.92\|2.08\|58.55\|59.75\|57.39\|85582;2026-05-20\|54.58\|-7.37\|58.30\|58.38\|53.69\|140520;2026-05-21\|60.04\|10.00\|55.10\|60.04\|54.30\|188332;2026-05-22\|66.04\|9.99\|61.00\|66.04\|56.77\|301315;2026-05-25\|64.69\|-2.04\|67.13\|69.88\|64.48\|365926;2026-05-26\|66.60\|2.95\|64.51\|67.50\|61.51\|311624;2026-05-27\|59.94\|-10.00\|64.50\|67.60\|59.94\|228335;2026-05-28\|57.36\|-4.30\|59.90\|62.65\|56.31\|227858;2026-05-29\|52.55\|-8.39\|56.86\|57.55\|51.80\|212570;2026-06-01\|52.23\|-0.61\|52.56\|53.86\|51.79\|111597;2026-06-02\|52.45\|0.42\|54.00\|54.06\|51.00\|100826;2026-06-03\|52.60\|0.29\|52.13\|54.81\|51.90\|114494;2026-06-04\|57.86\|10.00\|52.37\|57.86\|51.88\|88594;2026-06-05\|59.64\|3.08\|58.78\|61.53\|55.72\|252073;2026-06-08\|65.60\|9.99\|58.59\|65.60\|58.29\|195292;2026-06-09\|68.73\|4.77\|65.31\|69.62\|65.31\|329969;2026-06-10\|68.88\|0.22\|68.00\|75.40\|67.25\|345979;2026-06-11\|64.88\|-5.81\|68.37\|68.78\|63.01\|249599;2026-06-12\|64.51\|-0.57\|65.80\|66.96\|64.01\|160900;2026-06-15\|65.40\|1.38\|65.20\|66.15\|63.36\|143594;2026-06-16\|71.94\|10.00\|65.40\|71.94\|65.40\|126528;2026-06-17\|76.02\|5.67\|72.90\|76.87\|70.00\|261433;2026-06-18\|74.81\|-1.59\|76.88\|83.62\|74.50\|267420;2026-06-22\|75.06\|0.33\|74.91\|78.50\|72.35\|188591;2026-06-23\|71.96\|-4.13\|74.00\|74.53\|71.44\|124307;2026-06-24\|74.38\|3.36\|73.00\|74.98\|70.84\|149828;2026-06-25\|66.94\|-10.00\|72.82\|73.11\|66.94\|144783;2026-06-26\|62.54\|-6.57\|66.30\|66.94\|62.51\|133640;2026-06-29\|62.71\|0.27\|62.54\|65.50\|61.01\|103586;2026-06-30\|68.98\|10.00\|63.89\|68.98\|63.30\|95363;2026-07-01\|64.80\|-6.06\|68.29\|69.88\|63.00\|224271;2026-07-02\|71.28\|10.00\|65.76\|71.28\|65.00\|144038;2026-07-03\|75.34\|5.70\|71.53\|78.41\|69.54\|403050;2026-07-06\|79.60\|5.65\|73.34\|81.90\|71.50\|354583;2026-07-07\|71.64\|-10.00\|77.07\|77.51\|71.64\|176916;2026-07-08\|64.43\|-10.00\|68.23\|69.50\|64.43\|125888;2026-07-09\|60.21\|-6.55\|59.08\|61.72\|57.99\|243052;2026-07-10\|58.64\|-2.61\|58.92\|61.78\|58.00\|202050;2026-07-13\|52.78\|-9.99\|57.00\|57.95\|52.78\|154252;2026-07-14\|52.88\|0.19\|52.60\|53.18\|50.50\|116239;2026-07-15\|51.40\|-2.80\|52.06\|53.18\|50.76\|90652
111588	发改委：将加快具身智能训练基础设施建设	机器人+AI应用+汽车电子行业原因： 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24日年报，公司柔性自动化装备与工业机器人系统深度配套新能源汽车电驱、电控、功率半导体模组及智能辅助驾驶系统，并延伸至医用包材、半导体胶带、物流等场景。 2、据2026年4月24日年报，公司成立AI子公司，已完成人工行为识别、AI报价系统及工业设计图纸AI生成等研发，计划对外销售形成新增长点。 3、据2026年4月22日公告，公司以2.9亿元增资控股上海壹徕50.98%股权，切入汽车电子产品制造及绿色电力领域，强化产业链协同。	1、公司在光通讯领域研发的自动化组装测试装备已供货至光通讯器件生产商Finisar； 2、公司为柔性自动化装备与工业机器人系统应用供应商；产品主要应用在汽车电子、汽车内饰等领域；此前研发并制造特斯拉Model3车型的座椅驱动电机装配测试生产线	2026-03-05\|26.73\|5.03\|25.81\|26.98\|25.70\|229939;2026-03-06\|27.50\|2.88\|26.07\|27.50\|25.05\|281350;2026-03-09\|26.20\|-4.73\|26.75\|26.75\|25.31\|206157;2026-03-10\|26.23\|0.11\|26.10\|26.65\|25.74\|133478;2026-03-11\|25.58\|-2.48\|25.98\|26.50\|25.33\|168520;2026-03-12\|23.02\|-10.01\|25.10\|25.33\|23.02\|275861;2026-03-13\|22.57\|-1.95\|22.80\|23.29\|22.33\|133736;2026-03-16\|22.19\|-1.68\|22.70\|22.79\|21.73\|121714;2026-03-17\|21.48\|-3.20\|22.41\|22.41\|21.45\|97368;2026-03-18\|21.74\|1.21\|21.44\|21.83\|21.28\|71547;2026-03-19\|20.73\|-4.65\|21.39\|21.44\|20.63\|96076;2026-03-20\|19.83\|-4.34\|20.90\|20.96\|19.81\|87480;2026-03-23\|18.66\|-5.90\|19.43\|19.92\|18.50\|129645;2026-03-24\|19.63\|5.20\|19.17\|19.63\|18.74\|113564;2026-03-25\|20.01\|1.94\|19.90\|20.13\|19.70\|91862;2026-03-26\|19.58\|-2.15\|19.85\|20.05\|19.44\|66451;2026-03-27\|20.48\|4.60\|19.12\|21.14\|19.10\|165633;2026-03-30\|20.98\|2.44\|20.03\|21.28\|20.01\|123678;2026-03-31\|20.40\|-2.76\|21.02\|21.06\|20.40\|76753;2026-04-01\|20.71\|1.52\|20.85\|20.85\|20.47\|58788;2026-04-02\|20.41\|-1.45\|20.62\|20.80\|20.23\|50707;2026-04-03\|20.74\|1.62\|20.30\|20.96\|20.24\|84859;2026-04-07\|21.50\|3.66\|20.59\|21.77\|20.52\|128371;2026-04-08\|22.42\|4.28\|21.80\|22.45\|21.47\|159012;2026-04-09\|22.52\|0.45\|21.92\|22.84\|21.68\|118350;2026-04-10\|22.56\|0.18\|22.73\|23.00\|22.44\|95160;2026-04-13\|23.24\|3.01\|22.45\|23.46\|22.28\|107858;2026-04-14\|23.86\|2.67\|23.24\|24.18\|23.05\|146292;2026-04-15\|24.32\|1.93\|23.75\|25.00\|23.24\|198225;2026-04-16\|24.54\|0.90\|24.18\|24.92\|24.17\|133532;2026-04-17\|24.31\|-0.94\|24.41\|24.48\|23.89\|133930;2026-04-20\|24.33\|0.08\|24.28\|24.75\|23.99\|138726;2026-04-21\|24.92\|2.42\|24.30\|24.95\|24.15\|115826;2026-04-22\|22.77\|-8.63\|24.95\|24.96\|22.43\|268458;2026-04-23\|22.33\|-1.93\|22.71\|22.98\|22.27\|133975;2026-04-24\|22.09\|-1.07\|22.02\|22.75\|21.60\|116580;2026-04-27\|22.39\|1.36\|22.01\|22.54\|21.50\|85380;2026-04-28\|22.50\|0.49\|22.30\|22.97\|21.97\|82654;2026-04-29\|22.71\|0.93\|22.51\|23.58\|22.31\|93308;2026-04-30\|22.29\|-1.85\|22.67\|22.86\|22.29\|60453;2026-05-06\|22.15\|-0.63\|22.23\|23.52\|21.80\|154419;2026-05-07\|22.69\|2.44\|22.26\|22.84\|22.07\|95906;2026-05-08\|23.99\|5.73\|22.50\|24.78\|22.43\|221773;2026-05-11\|23.58\|-1.71\|24.22\|24.25\|23.53\|125812;2026-05-12\|22.92\|-2.80\|23.60\|23.74\|22.68\|92716;2026-05-13\|23.95\|4.49\|22.70\|24.35\|22.51\|166384;2026-05-14\|23.05\|-3.76\|23.94\|23.96\|22.85\|106481;2026-05-15\|23.20\|0.65\|22.95\|23.94\|22.95\|104594;2026-05-18\|22.55\|-2.80\|23.20\|23.20\|22.37\|106546;2026-05-19\|22.78\|1.02\|22.38\|22.88\|22.27\|69210;2026-05-20\|22.32\|-2.02\|22.61\|22.78\|21.64\|95039;2026-05-21\|21.52\|-3.58\|22.55\|22.77\|21.52\|92006;2026-05-22\|23.67\|9.99\|21.52\|23.67\|21.33\|147100;2026-05-25\|24.15\|2.03\|24.44\|24.96\|23.71\|217156;2026-05-26\|23.82\|-1.37\|24.38\|24.50\|23.40\|160510;2026-05-27\|21.96\|-7.81\|23.80\|23.80\|21.64\|170452;2026-05-28\|22.01\|0.23\|21.95\|23.48\|21.50\|161124;2026-05-29\|20.64\|-6.22\|21.92\|22.29\|20.51\|130446;2026-06-01\|20.20\|-2.13\|20.50\|20.71\|20.05\|99118;2026-06-02\|20.36\|0.84\|20.15\|20.53\|19.66\|76442;2026-06-03\|21.80\|7.07\|20.38\|21.99\|20.35\|142821;2026-06-04\|21.35\|-2.06\|22.02\|22.54\|21.34\|118354;2026-06-05\|21.66\|1.45\|21.14\|22.30\|20.61\|103698;2026-06-08\|21.71\|0.23\|21.20\|22.47\|21.10\|107044;2026-06-09\|21.31\|-1.84\|21.71\|22.10\|21.24\|76699;2026-06-10\|20.61\|-3.28\|21.04\|21.95\|20.34\|83408;2026-06-11\|19.72\|-4.32\|20.22\|20.56\|19.45\|83728;2026-06-12\|19.62\|-0.51\|19.80\|20.59\|19.38\|102652;2026-06-15\|19.89\|1.38\|19.61\|20.08\|19.51\|85154;2026-06-16\|20.91\|5.13\|19.98\|21.22\|19.69\|127507;2026-06-17\|21.63\|3.44\|20.96\|22.43\|20.78\|123065;2026-06-18\|21.50\|-0.60\|21.70\|21.99\|21.18\|86432;2026-06-22\|20.43\|-4.98\|21.50\|21.59\|19.99\|110810;2026-06-23\|20.08\|-1.71\|20.84\|21.41\|20.05\|92761;2026-06-24\|19.62\|-2.29\|19.92\|20.13\|18.87\|106127;2026-06-25\|18.46\|-5.91\|19.62\|19.62\|18.18\|116183;2026-06-26\|17.50\|-5.20\|18.48\|18.48\|17.48\|85219;2026-06-29\|17.10\|-2.29\|17.55\|17.55\|16.75\|83013;2026-06-30\|17.41\|1.81\|17.16\|17.50\|16.85\|71270;2026-07-01\|17.54\|0.75\|17.40\|17.68\|17.19\|70051;2026-07-02\|17.51\|-0.17\|17.60\|18.42\|17.30\|89453;2026-07-03\|18.38\|4.97\|17.51\|18.72\|17.49\|122136;2026-07-06\|17.35\|-5.60\|18.20\|18.50\|17.32\|97008;2026-07-07\|16.35\|-5.76\|17.35\|17.58\|16.29\|71137;2026-07-08\|15.80\|-3.36\|16.36\|16.37\|15.74\|57705;2026-07-09\|15.89\|0.57\|15.89\|16.04\|15.22\|60421;2026-07-10\|16.15\|1.64\|15.88\|16.58\|15.77\|65179;2026-07-13\|15.06\|-6.75\|16.14\|16.14\|15.02\|64280;2026-07-14\|15.18\|0.80\|15.10\|15.18\|14.51\|51980;2026-07-15\|15.26\|0.53\|15.12\|15.64\|14.87\|50196
111587	特斯拉官宣监督版FSD登陆中国	光学器件+机器视觉+车载光学行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月29日互动易，公司的微棱镜、模造玻璃透镜阵列、硅透镜阵列等光模块光学器件正在送样评测阶段。公司具备光模块所需玻璃镜片、硅透镜的技术储备，与光模块整机业务属不同范畴。 2、据2026年5月18日投资者关系记录表，公司镜头和影像模组已用于机器视觉相关产业，并已成立智能感知事业部适应机器视觉发展需求。 3、据2025年年度报告，公司是全球ADAS镜头主力供应商，持续深化与Mobileye、Nvidia、地平线等平台战略合作，深耕车载光学领域。	1、公司车载镜头（车内监控、前视ADAS、盲区监控）已获得特斯拉的认证通过，已有正式订单 2、公司表示将继续深化与Nvidia等国际知名高级汽车辅助安全驾驶方案公司的战略合作； 3、高清广角镜头和全景影像模组的全球领先企业，华为是公司的重要客户	2026-03-05\|11.15\|1.55\|11.23\|11.54\|11.06\|670814;2026-03-06\|10.84\|-2.78\|11.05\|11.14\|10.76\|528632;2026-03-09\|10.45\|-3.60\|10.62\|10.62\|10.12\|626978;2026-03-10\|10.51\|0.57\|10.64\|10.80\|10.46\|384342;2026-03-11\|10.60\|0.86\|10.50\|10.81\|10.50\|373709;2026-03-12\|10.47\|-1.23\|10.52\|10.72\|10.40\|316624;2026-03-13\|10.27\|-1.91\|10.34\|10.55\|10.27\|276645;2026-03-16\|10.37\|0.97\|10.20\|10.37\|10.08\|280591;2026-03-17\|10.09\|-2.70\|10.39\|10.45\|10.08\|283811;2026-03-18\|10.17\|0.79\|10.12\|10.20\|10.04\|200123;2026-03-19\|9.92\|-2.46\|10.00\|10.12\|9.90\|260484;2026-03-20\|9.72\|-2.02\|9.93\|10.15\|9.71\|257946;2026-03-23\|8.84\|-9.05\|9.34\|9.56\|8.80\|490992;2026-03-24\|8.98\|1.58\|9.03\|9.05\|8.68\|305028;2026-03-25\|9.05\|0.78\|9.09\|9.14\|9.01\|211159;2026-03-26\|8.91\|-1.55\|8.99\|9.23\|8.89\|260658;2026-03-27\|8.92\|0.11\|8.82\|8.96\|8.77\|180860;2026-03-30\|8.81\|-1.23\|8.80\|8.85\|8.60\|220239;2026-03-31\|8.69\|-1.36\|8.78\|8.89\|8.67\|181019;2026-04-01\|8.86\|1.96\|8.85\|8.89\|8.75\|163113;2026-04-02\|8.68\|-2.03\|8.89\|9.04\|8.65\|218268;2026-04-03\|8.90\|2.53\|8.79\|9.04\|8.57\|351692;2026-04-07\|9.01\|1.24\|8.86\|9.05\|8.86\|216538;2026-04-08\|9.27\|2.89\|9.15\|9.27\|9.10\|305738;2026-04-09\|9.17\|-1.08\|9.14\|9.38\|9.11\|233102;2026-04-10\|9.24\|0.76\|9.27\|9.38\|9.20\|243107;2026-04-13\|9.14\|-1.08\|9.20\|9.25\|9.11\|188872;2026-04-14\|9.10\|-0.44\|9.22\|9.25\|9.03\|214501;2026-04-15\|9.05\|-0.55\|9.16\|9.19\|9.00\|183359;2026-04-16\|9.23\|1.99\|9.15\|9.35\|9.05\|296289;2026-04-17\|9.12\|-1.19\|9.18\|9.20\|9.04\|228378;2026-04-20\|9.11\|-0.11\|9.10\|9.20\|9.07\|189911;2026-04-21\|8.97\|-1.54\|9.10\|9.11\|8.89\|263737;2026-04-22\|9.07\|1.11\|8.92\|9.10\|8.89\|220506;2026-04-23\|8.91\|-1.76\|9.07\|9.10\|8.86\|257139;2026-04-24\|8.78\|-1.46\|8.89\|8.95\|8.77\|175599;2026-04-27\|9.05\|3.08\|8.73\|9.07\|8.58\|301970;2026-04-28\|8.15\|-9.94\|8.15\|8.25\|8.15\|423405;2026-04-29\|7.90\|-3.07\|7.77\|7.99\|7.70\|650873;2026-04-30\|7.68\|-2.78\|7.85\|7.93\|7.61\|438472;2026-05-06\|7.90\|2.86\|7.78\|7.98\|7.70\|387500;2026-05-07\|8.12\|2.78\|7.90\|8.15\|7.85\|331502;2026-05-08\|8.43\|3.82\|8.12\|8.63\|8.00\|572289;2026-05-11\|8.76\|3.91\|8.59\|9.07\|8.41\|785743;2026-05-12\|8.67\|-1.03\|8.68\|8.76\|8.50\|452133;2026-05-13\|9.00\|3.81\|8.60\|9.13\|8.56\|565357;2026-05-14\|8.62\|-4.22\|9.06\|9.10\|8.62\|405815;2026-05-15\|8.38\|-2.78\|8.62\|8.74\|8.30\|353120;2026-05-18\|8.65\|3.22\|8.36\|8.85\|8.31\|360109;2026-05-19\|8.83\|2.08\|8.82\|8.94\|8.64\|404282;2026-05-20\|8.51\|-3.62\|8.75\|8.82\|8.47\|301034;2026-05-21\|9.36\|9.99\|8.77\|9.36\|8.77\|705547;2026-05-22\|10.30\|10.04\|10.09\|10.30\|9.52\|2058104;2026-05-25\|10.32\|0.19\|10.31\|10.93\|10.13\|2187767;2026-05-26\|10.78\|4.46\|10.44\|10.83\|10.21\|1776398;2026-05-27\|10.02\|-7.05\|10.44\|10.83\|9.86\|1565813;2026-05-28\|9.78\|-2.40\|9.87\|10.18\|9.51\|1121939;2026-05-29\|9.21\|-5.83\|10.60\|10.69\|9.03\|1246387;2026-06-01\|9.52\|3.37\|9.03\|9.84\|9.03\|862146;2026-06-02\|9.21\|-3.26\|9.37\|9.45\|9.02\|693347;2026-06-03\|8.91\|-3.26\|9.21\|9.44\|8.78\|849316;2026-06-04\|8.85\|-0.67\|8.70\|9.14\|8.61\|561639;2026-06-05\|9.09\|2.71\|8.81\|9.45\|8.47\|901607;2026-06-08\|8.62\|-5.17\|8.71\|8.98\|8.57\|557325;2026-06-09\|8.90\|3.25\|8.79\|9.28\|8.56\|670612;2026-06-10\|8.37\|-5.96\|8.75\|8.78\|8.27\|622062;2026-06-11\|7.96\|-4.90\|8.25\|8.29\|7.90\|475568;2026-06-12\|7.86\|-1.26\|8.12\|8.26\|7.83\|423359;2026-06-15\|8.15\|3.69\|7.92\|8.16\|7.91\|390107;2026-06-16\|8.49\|4.17\|8.15\|8.80\|8.01\|581862;2026-06-17\|8.70\|2.47\|8.40\|8.79\|8.40\|549263;2026-06-18\|8.61\|-1.03\|8.61\|8.66\|8.35\|438756;2026-06-22\|8.29\|-3.72\|8.61\|8.75\|8.14\|465032;2026-06-23\|8.15\|-1.69\|8.22\|8.52\|8.13\|375740;2026-06-24\|8.00\|-1.84\|8.10\|8.15\|7.84\|391874;2026-06-25\|7.38\|-7.75\|7.95\|8.05\|7.31\|649694;2026-06-26\|7.25\|-1.76\|7.33\|7.59\|7.20\|475648;2026-06-29\|6.88\|-5.10\|7.20\|7.32\|6.74\|500741;2026-06-30\|7.57\|10.03\|6.96\|7.57\|6.93\|392627;2026-07-01\|7.57\|0.00\|7.70\|7.86\|7.51\|657372;2026-07-02\|7.32\|-3.30\|7.57\|7.79\|7.30\|448899;2026-07-03\|7.42\|1.37\|7.36\|7.59\|7.20\|413116;2026-07-06\|6.99\|-5.80\|7.43\|7.46\|6.97\|425959;2026-07-07\|6.73\|-3.72\|7.06\|7.10\|6.71\|318229;2026-07-08\|6.55\|-2.67\|6.70\|6.74\|6.42\|285312;2026-07-09\|6.72\|2.60\|6.58\|6.74\|6.37\|330251;2026-07-10\|6.76\|0.60\|6.67\|6.89\|6.60\|324023;2026-07-13\|6.19\|-8.43\|6.69\|6.69\|6.15\|377744;2026-07-14\|6.10\|-1.45\|6.18\|6.21\|5.90\|314393;2026-07-15\|6.09\|-0.16\|6.02\|6.21\|5.92\|302135
111586	特斯拉官宣监督版FSD登陆中国	超级电容用材料+铝箔材+SiC控制器+实控人变更行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年4月14日公告，公司原实控人谭帼英向陈运协议转让股份已完成过户，陈运通过直接持股5.04%及表决权委托合计控制公司20.14%的表决权，成为公司控股股东及实际控制人。 2、据2026年4月29日年报，公司重卡多合一控制器已实现小批量生产，面向商用车的系列集成控制器产品中，轻卡多合一产品兼容800V SiC平台并已步入小批量生产阶段。据2026年5月15日机构调研，公司高功率密度SiC电机控制器已获得整车企业部分车型的定点。 3、据2025年6月27日公告，公司依托传统低压化成箔技术积累和新能源汽车产业链资源优势，开发了涂碳刻蚀铝箔材，超级电容用材料是公司重点发展的领域。	公司智能滑板底盘搭载百度Apollo9.0自动驾驶系统，已实现小批量销售，应用于物流配送、安防等场景	2026-03-05\|15.81\|0.06\|16.11\|16.18\|15.71\|65599;2026-03-06\|15.96\|0.95\|15.81\|16.04\|15.63\|70696;2026-03-09\|15.44\|-3.26\|15.74\|15.77\|15.09\|118071;2026-03-10\|15.62\|1.17\|15.46\|15.77\|15.23\|78030;2026-03-11\|15.76\|0.90\|15.62\|15.78\|15.45\|70274;2026-03-12\|15.52\|-1.52\|15.72\|15.82\|15.39\|74187;2026-03-13\|15.35\|-1.10\|15.41\|15.80\|15.30\|58565;2026-03-16\|15.53\|1.17\|15.40\|15.55\|15.21\|59811;2026-03-17\|15.18\|-2.25\|15.64\|15.83\|15.15\|59019;2026-03-18\|15.34\|1.05\|15.27\|15.43\|15.11\|40526;2026-03-19\|14.65\|-4.50\|15.17\|15.22\|14.51\|85688;2026-03-20\|14.18\|-3.21\|14.72\|14.95\|14.11\|60609;2026-03-23\|12.96\|-8.60\|13.88\|13.93\|12.82\|122482;2026-03-24\|13.26\|2.31\|13.36\|13.42\|12.80\|91650;2026-03-25\|13.17\|-0.68\|13.30\|13.47\|13.10\|79720;2026-03-26\|12.91\|-1.97\|13.17\|13.28\|12.80\|67845;2026-03-27\|12.96\|0.39\|12.81\|13.20\|12.75\|60761;2026-03-30\|12.86\|-0.77\|12.80\|12.95\|12.63\|75956;2026-03-31\|12.40\|-3.58\|12.88\|12.93\|12.35\|87643;2026-04-01\|12.80\|3.23\|12.65\|12.80\|12.50\|70521;2026-04-02\|12.92\|0.94\|12.80\|13.38\|12.61\|124914;2026-04-03\|13.06\|1.08\|12.93\|13.35\|12.85\|130765;2026-04-07\|13.03\|-0.23\|13.06\|13.35\|12.83\|118303;2026-04-08\|13.44\|3.15\|13.25\|13.56\|13.10\|130580;2026-04-09\|14.34\|6.70\|13.40\|14.78\|13.21\|229706;2026-04-10\|14.69\|2.44\|14.32\|15.06\|14.19\|257422;2026-04-13\|14.37\|-2.18\|14.53\|14.75\|14.25\|124007;2026-04-14\|14.25\|-0.84\|14.66\|14.75\|14.15\|96991;2026-04-15\|14.03\|-1.54\|14.28\|14.55\|13.95\|91386;2026-04-16\|14.21\|1.28\|14.18\|14.38\|14.01\|74667;2026-04-17\|14.50\|2.04\|14.34\|14.68\|13.94\|98544;2026-04-20\|14.29\|-1.45\|14.48\|14.67\|14.17\|71567;2026-04-21\|14.50\|1.47\|14.28\|14.69\|14.12\|99035;2026-04-22\|14.53\|0.21\|14.52\|14.88\|14.32\|79493;2026-04-23\|14.14\|-2.68\|14.45\|14.50\|13.95\|77448;2026-04-24\|14.19\|0.35\|14.11\|14.39\|13.99\|55082;2026-04-27\|14.07\|-0.85\|14.20\|14.27\|13.80\|56760;2026-04-28\|13.77\|-2.13\|14.08\|14.12\|13.69\|62026;2026-04-29\|14.14\|2.69\|13.71\|14.43\|13.66\|88374;2026-04-30\|14.08\|-0.42\|14.20\|14.28\|13.80\|77620;2026-05-06\|14.31\|1.63\|14.08\|14.34\|13.94\|77660;2026-05-07\|14.83\|3.63\|14.44\|15.20\|14.39\|145779;2026-05-08\|14.90\|0.47\|14.79\|14.98\|14.56\|82879;2026-05-11\|15.04\|0.94\|15.00\|15.19\|14.80\|102570;2026-05-12\|15.05\|0.07\|15.04\|15.23\|14.82\|71377;2026-05-13\|15.20\|1.00\|15.00\|15.65\|14.89\|98614;2026-05-14\|15.15\|-0.33\|15.42\|15.47\|15.05\|74034;2026-05-15\|14.67\|-3.17\|15.15\|15.20\|14.59\|91733;2026-05-18\|14.83\|1.09\|14.68\|14.88\|14.42\|77950;2026-05-19\|15.55\|4.86\|14.98\|16.22\|14.72\|191838;2026-05-20\|14.95\|-3.86\|15.30\|15.40\|14.86\|123170;2026-05-21\|15.26\|2.07\|14.88\|16.06\|14.88\|193710;2026-05-22\|16.79\|10.03\|15.28\|16.79\|15.21\|406549;2026-05-25\|16.48\|-1.85\|17.09\|17.90\|16.33\|495149;2026-05-26\|15.85\|-3.82\|16.45\|16.56\|15.68\|283306;2026-05-27\|15.28\|-3.60\|16.18\|16.80\|15.12\|216137;2026-05-28\|16.81\|10.01\|15.14\|16.81\|15.14\|181437;2026-05-29\|18.49\|9.99\|18.49\|18.49\|16.85\|546937;2026-06-01\|18.48\|-0.05\|19.28\|20.34\|18.47\|771228;2026-06-02\|20.33\|10.01\|17.68\|20.33\|17.49\|729993;2026-06-03\|18.80\|-7.53\|19.67\|20.32\|18.36\|590394;2026-06-04\|20.68\|10.00\|18.62\|20.68\|18.31\|282159;2026-06-05\|19.78\|-4.35\|20.74\|21.25\|19.51\|503606;2026-06-08\|19.25\|-2.68\|18.51\|20.06\|18.50\|289649;2026-06-09\|19.31\|0.31\|19.10\|19.77\|17.96\|364018;2026-06-10\|18.70\|-3.16\|18.81\|19.60\|18.22\|250442;2026-06-11\|17.86\|-4.49\|18.30\|19.22\|17.62\|261074;2026-06-12\|17.11\|-4.20\|18.18\|18.19\|17.11\|225580;2026-06-15\|18.82\|9.99\|17.12\|18.82\|17.12\|162603;2026-06-16\|20.70\|9.99\|19.09\|20.70\|19.06\|473983;2026-06-17\|20.78\|0.39\|21.41\|21.95\|20.36\|395645;2026-06-18\|21.51\|3.51\|20.95\|22.18\|20.83\|307347;2026-06-22\|20.77\|-3.44\|21.51\|21.80\|19.70\|266695;2026-06-23\|20.78\|0.05\|20.70\|22.08\|20.60\|280528;2026-06-24\|20.11\|-3.22\|20.48\|20.70\|19.72\|225525;2026-06-25\|20.32\|1.04\|20.31\|21.07\|19.72\|245357;2026-06-26\|20.24\|-0.39\|20.01\|20.98\|19.73\|280797;2026-06-29\|18.97\|-6.27\|20.60\|20.84\|18.22\|292443;2026-06-30\|19.20\|1.21\|18.93\|19.32\|18.51\|188680;2026-07-01\|19.38\|0.94\|19.24\|19.74\|18.50\|216983;2026-07-02\|18.43\|-4.90\|19.15\|19.21\|18.40\|146580;2026-07-03\|18.33\|-0.54\|18.48\|19.31\|18.08\|181439;2026-07-06\|17.27\|-5.78\|18.23\|18.25\|17.17\|154747;2026-07-07\|16.65\|-3.59\|17.12\|17.55\|16.51\|89454;2026-07-08\|16.30\|-2.10\|16.70\|16.85\|15.83\|97790;2026-07-09\|16.30\|0.00\|16.28\|16.31\|15.42\|90570;2026-07-10\|15.72\|-3.56\|16.26\|16.33\|15.72\|96392;2026-07-13\|14.75\|-6.17\|15.72\|15.72\|14.72\|101845;2026-07-14\|14.86\|0.75\|14.75\|14.95\|14.34\|73771;2026-07-15\|15.10\|1.62\|14.83\|15.19\|14.41\|75612
111585	长鑫科技科创板IPO将于5月27日上会；长江存储启动IPO辅导	半导体洁净室+有机涂层板+中芯国际 1、据2025年8月22日半年报，公司高洁净、抗静电有机涂层板已批量供应中芯国际等集成电路厂房洁净室建设。 2、据2026年4月24日年报，公司深耕有机涂层板行业二十余年，产品应用于集成电路厂房、医疗场所等，2026年将推出1-2款净化类新产品以抢抓算力与半导体扩产带来的洁净室需求。 3、据2026年4月24日一季报，公司2026年一季度营收8953万元，同比增长26.78%，亏损同比缩小30.94%。	公司有多款产品可满足于半导体洁净室的不同需求	2026-03-05\|4.55\|-0.22\|4.66\|4.68\|4.52\|208031;2026-03-06\|4.91\|7.91\|4.50\|4.98\|4.50\|447030;2026-03-09\|4.89\|-0.41\|4.83\|4.91\|4.74\|303898;2026-03-10\|5.05\|3.27\|4.92\|5.09\|4.87\|337279;2026-03-11\|4.88\|-3.37\|5.03\|5.05\|4.82\|278795;2026-03-12\|5.37\|10.04\|4.88\|5.37\|4.75\|544195;2026-03-13\|5.51\|2.61\|5.45\|5.87\|5.31\|1039358;2026-03-16\|5.58\|1.27\|5.48\|5.65\|5.42\|571041;2026-03-17\|5.49\|-1.61\|5.64\|6.14\|5.44\|1368420;2026-03-18\|5.20\|-5.28\|5.57\|5.64\|5.01\|1170791;2026-03-19\|4.89\|-5.96\|5.06\|5.27\|4.83\|698416;2026-03-20\|4.63\|-5.32\|4.89\|4.98\|4.58\|571227;2026-03-23\|4.24\|-8.42\|4.51\|4.52\|4.17\|463478;2026-03-24\|4.55\|7.31\|4.38\|4.56\|4.27\|484281;2026-03-25\|4.68\|2.86\|4.59\|4.88\|4.59\|438976;2026-03-26\|4.52\|-3.42\|4.72\|4.77\|4.45\|265625;2026-03-27\|4.75\|5.09\|4.44\|4.97\|4.44\|516450;2026-03-30\|4.69\|-1.26\|4.79\|4.83\|4.62\|341021;2026-03-31\|4.65\|-0.85\|4.72\|4.88\|4.65\|255754;2026-04-01\|4.61\|-0.86\|4.78\|4.80\|4.54\|239765;2026-04-02\|4.43\|-3.90\|4.64\|4.65\|4.37\|232686;2026-04-03\|4.23\|-4.51\|4.44\|4.49\|4.17\|222413;2026-04-07\|4.35\|2.84\|4.22\|4.38\|4.18\|193775;2026-04-08\|4.49\|3.22\|4.43\|4.50\|4.41\|193021;2026-04-09\|4.44\|-1.11\|4.49\|4.49\|4.37\|148748;2026-04-10\|4.58\|3.15\|4.47\|4.67\|4.40\|167386;2026-04-13\|4.73\|3.28\|4.53\|4.75\|4.50\|211005;2026-04-14\|4.75\|0.42\|4.75\|4.75\|4.63\|169661;2026-04-15\|4.70\|-1.05\|4.75\|4.82\|4.70\|144776;2026-04-16\|4.86\|3.40\|4.71\|4.88\|4.71\|192311;2026-04-17\|4.78\|-1.65\|4.85\|4.86\|4.73\|150807;2026-04-20\|4.90\|2.51\|4.82\|4.93\|4.69\|162008;2026-04-21\|4.87\|-0.61\|4.89\|4.93\|4.82\|135536;2026-04-22\|4.82\|-1.03\|4.89\|4.89\|4.78\|136155;2026-04-23\|4.68\|-2.90\|4.82\|4.83\|4.66\|185558;2026-04-24\|4.98\|6.41\|4.66\|5.13\|4.66\|407602;2026-04-27\|5.11\|2.61\|4.94\|5.15\|4.86\|319164;2026-04-28\|5.62\|9.98\|5.16\|5.62\|5.12\|420211;2026-04-29\|6.18\|9.96\|5.70\|6.18\|5.65\|348103;2026-04-30\|5.93\|-4.05\|6.41\|6.60\|5.89\|1320656;2026-05-06\|6.09\|2.70\|6.06\|6.32\|5.93\|984351;2026-05-07\|6.41\|5.25\|6.07\|6.58\|5.86\|933521;2026-05-08\|6.57\|2.50\|6.38\|6.77\|6.36\|705744;2026-05-11\|6.46\|-1.67\|6.48\|6.67\|6.39\|489317;2026-05-12\|6.32\|-2.17\|6.40\|6.45\|6.23\|459717;2026-05-13\|6.24\|-1.27\|6.27\|6.41\|6.16\|310539;2026-05-14\|6.19\|-0.80\|6.26\|6.34\|6.12\|300678;2026-05-15\|6.18\|-0.16\|6.19\|6.32\|6.11\|303649;2026-05-18\|6.37\|3.07\|6.15\|6.44\|5.97\|394974;2026-05-19\|6.26\|-1.73\|6.38\|6.56\|6.19\|364298;2026-05-20\|6.34\|1.28\|6.31\|6.37\|6.19\|286809;2026-05-21\|5.95\|-6.15\|6.34\|6.40\|5.84\|319858;2026-05-22\|6.38\|7.23\|6.01\|6.55\|6.00\|592745;2026-05-25\|6.48\|1.57\|6.56\|6.71\|6.32\|525197;2026-05-26\|6.07\|-6.33\|6.46\|6.47\|5.96\|414272;2026-05-27\|5.85\|-3.62\|5.99\|6.07\|5.78\|309076;2026-05-28\|5.87\|0.34\|5.84\|5.93\|5.71\|242558;2026-05-29\|5.61\|-4.43\|5.88\|5.99\|5.53\|247869;2026-06-01\|5.50\|-1.96\|5.57\|5.74\|5.46\|217886;2026-06-02\|5.24\|-4.73\|5.58\|5.58\|5.15\|300332;2026-06-03\|5.18\|-1.15\|5.22\|5.32\|5.10\|232191;2026-06-04\|5.06\|-2.32\|5.16\|5.17\|4.99\|178174;2026-06-05\|5.03\|-0.59\|5.05\|5.16\|4.86\|242925;2026-06-08\|4.79\|-4.77\|4.97\|5.07\|4.74\|220793;2026-06-09\|4.81\|0.42\|4.89\|4.93\|4.74\|190001;2026-06-10\|4.71\|-2.08\|4.74\|4.80\|4.56\|190145;2026-06-11\|4.63\|-1.70\|4.70\|4.75\|4.54\|192564;2026-06-12\|4.84\|4.54\|4.76\|4.90\|4.58\|254464;2026-06-15\|4.66\|-3.72\|4.86\|4.95\|4.61\|276523;2026-06-16\|4.88\|4.72\|4.62\|5.03\|4.53\|368932;2026-06-17\|4.67\|-4.30\|4.86\|5.13\|4.64\|328813;2026-06-18\|4.65\|-0.43\|4.64\|4.73\|4.45\|366354;2026-06-22\|4.56\|-1.94\|4.63\|4.67\|4.39\|268611;2026-06-23\|4.54\|-0.44\|4.57\|4.66\|4.51\|213934;2026-06-24\|4.39\|-3.30\|4.50\|4.56\|4.28\|218029;2026-06-25\|4.31\|-1.82\|4.41\|4.43\|4.25\|193061;2026-06-26\|4.31\|0.00\|4.28\|4.38\|4.19\|201481;2026-06-29\|4.17\|-3.25\|4.31\|4.34\|4.04\|233316;2026-06-30\|4.26\|2.16\|4.19\|4.31\|4.08\|252301;2026-07-01\|4.19\|-1.64\|4.19\|4.28\|4.04\|235341;2026-07-02\|4.61\|10.02\|4.17\|4.61\|4.13\|183994;2026-07-03\|4.15\|-9.98\|4.56\|4.56\|4.15\|509886;2026-07-06\|4.13\|-0.48\|4.04\|4.32\|3.97\|591300;2026-07-07\|4.36\|5.57\|4.11\|4.52\|4.08\|764583;2026-07-08\|4.11\|-5.73\|4.29\|4.53\|4.06\|583739;2026-07-09\|4.27\|3.89\|4.14\|4.28\|4.02\|548030;2026-07-10\|4.13\|-3.28\|4.25\|4.31\|4.07\|464063;2026-07-13\|3.81\|-7.75\|4.15\|4.15\|3.80\|344878;2026-07-14\|3.89\|2.10\|3.83\|3.90\|3.70\|282154;2026-07-15\|3.88\|-0.26\|3.89\|4.03\|3.83\|214639

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