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
111559		股权转让+氢能源+农药行业原因： 1、据新华社3月3日报道，伊朗关闭霍尔木兹海峡，全球化肥运输咽喉受阻，尿素期货一夜跳涨破530美元/吨，伊朗占全球尿素出口10%，供给缺口预期急剧放大。 2、春耕临近，各地肥企满负荷复产，国家铁路与工信系统密集保供，需求端集中释放，强化涨价传导。公司原因： 1、据2026年3月6日公告，公司拟以1.1亿元转让所持江苏大丰农商行3.9%股权，分三期收款，可提升资金流动性。 2、据2025年8月26日半年报，公司推进绿氨储运、氢能转化及成品油经营许可，4.3万立方液氨低温罐项目已于2024年7月备案，建成后储运销转能力将达100万吨。 3、据2025年8月26日半年报，公司系全球最大咪鲜胺原药生产企业之一，小分子肥特肥收入同比增长386%，拥有完整抗重茬产品矩阵。	大型农药生产企业，申请撤销退市风险警示及其他风险警示	2026-03-09\|2.04\|-1.92\|2.13\|2.18\|2.04\|757990;2026-03-10\|2.05\|0.49\|2.01\|2.10\|2.01\|511278;2026-03-11\|2.12\|3.41\|2.07\|2.15\|2.04\|688310;2026-03-12\|2.18\|2.83\|2.12\|2.21\|2.10\|630542;2026-03-13\|2.13\|-2.29\|2.17\|2.18\|2.10\|524556;2026-03-16\|2.14\|0.47\|2.14\|2.19\|2.12\|368992;2026-03-17\|2.05\|-4.21\|2.14\|2.16\|2.03\|451194;2026-03-18\|2.10\|2.44\|2.09\|2.13\|2.06\|342082;2026-03-19\|2.01\|-4.29\|2.06\|2.08\|2.00\|476170;2026-03-20\|2.01\|0.00\|2.01\|2.05\|2.00\|253291;2026-03-23\|1.91\|-4.98\|1.91\|1.91\|1.91\|105103;2026-03-24\|1.82\|-4.71\|1.83\|1.86\|1.81\|592170;2026-03-25\|1.86\|2.20\|1.86\|1.89\|1.82\|390688;2026-03-26\|1.88\|1.08\|1.86\|1.91\|1.84\|304439;2026-03-27\|1.93\|2.66\|1.86\|1.96\|1.85\|289083;2026-03-30\|1.94\|0.52\|1.91\|1.95\|1.89\|212553;2026-03-31\|1.93\|-0.52\|1.94\|2.00\|1.93\|272456;2026-04-01\|1.99\|3.11\|1.96\|1.99\|1.94\|257932;2026-04-02\|2.00\|0.50\|1.98\|2.05\|1.97\|280032;2026-04-03\|1.93\|-3.50\|2.01\|2.02\|1.90\|316123;2026-04-07\|1.93\|0.00\|1.94\|1.97\|1.87\|232924;2026-04-08\|1.87\|-3.11\|1.91\|1.96\|1.83\|511966;2026-04-09\|1.89\|1.07\|1.86\|1.91\|1.85\|313179;2026-04-10\|1.92\|1.59\|1.89\|1.94\|1.89\|234248;2026-04-13\|1.96\|2.08\|1.91\|1.98\|1.91\|262977;2026-04-14\|2.04\|4.08\|1.96\|2.04\|1.96\|318883;2026-04-15\|2.05\|0.49\|2.05\|2.12\|2.04\|441079;2026-04-16\|1.97\|-3.90\|2.06\|2.08\|1.95\|460997;2026-04-17\|2.02\|2.54\|1.96\|2.03\|1.96\|336376;2026-04-20\|2.12\|4.95\|2.12\|2.12\|2.12\|27252;2026-04-21\|2.16\|1.89\|2.23\|2.23\|2.12\|877370;2026-04-22\|2.21\|2.31\|2.19\|2.26\|2.12\|666596;2026-04-23\|2.18\|-1.36\|2.21\|2.23\|2.16\|364877;2026-04-24\|2.17\|-0.46\|2.17\|2.18\|2.13\|278316;2026-04-27\|2.16\|-0.46\|2.15\|2.16\|2.12\|238745;2026-04-28\|2.18\|0.93\|2.14\|2.20\|2.12\|262614;2026-04-29\|2.15\|-1.38\|2.17\|2.18\|2.14\|237796;2026-04-30\|2.12\|-1.40\|2.14\|2.16\|2.06\|299528;2026-05-06\|2.13\|0.47\|2.11\|2.14\|2.11\|187773;2026-05-07\|2.24\|5.16\|2.13\|2.24\|2.12\|532585;2026-05-08\|2.29\|2.23\|2.22\|2.31\|2.20\|413471;2026-05-11\|2.34\|2.18\|2.30\|2.40\|2.30\|479133;2026-05-12\|2.35\|0.43\|2.36\|2.37\|2.27\|367650;2026-05-13\|2.45\|4.26\|2.35\|2.47\|2.35\|355557;2026-05-14\|2.37\|-3.27\|2.40\|2.41\|2.34\|336885;2026-05-15\|2.41\|1.69\|2.37\|2.44\|2.35\|232763;2026-05-18\|2.34\|-2.90\|2.41\|2.41\|2.34\|153349;2026-05-19\|2.38\|1.71\|2.36\|2.41\|2.35\|134565;2026-05-20\|2.49\|4.62\|2.36\|2.49\|2.35\|277210;2026-05-21\|2.50\|0.40\|2.48\|2.58\|2.45\|316322;2026-05-22\|2.63\|5.20\|2.51\|2.63\|2.49\|397312;2026-05-25\|2.68\|1.90\|2.62\|2.72\|2.60\|326418;2026-05-26\|2.75\|2.61\|2.66\|2.76\|2.62\|271961;2026-05-27\|2.63\|-4.36\|2.72\|2.77\|2.61\|410398;2026-05-28\|2.66\|1.14\|2.63\|2.67\|2.56\|262953;2026-05-29\|2.57\|-3.38\|2.65\|2.66\|2.53\|262389;2026-06-01\|2.60\|1.17\|2.56\|2.62\|2.51\|162765;2026-06-02\|2.58\|-0.77\|2.59\|2.63\|2.55\|149855;2026-06-03\|2.51\|-2.71\|2.58\|2.61\|2.46\|277088;2026-06-04\|2.38\|-5.18\|2.47\|2.49\|2.38\|227733;2026-06-05\|2.38\|0.00\|2.37\|2.45\|2.29\|286578;2026-06-08\|2.26\|-5.04\|2.33\|2.38\|2.26\|242971;2026-06-09\|2.30\|1.77\|2.28\|2.31\|2.26\|158361;2026-06-10\|2.20\|-4.35\|2.30\|2.33\|2.19\|280577;2026-06-11\|2.23\|1.36\|2.18\|2.25\|2.15\|203330;2026-06-12\|2.34\|4.93\|2.25\|2.34\|2.25\|219978;2026-06-15\|2.33\|-0.43\|2.37\|2.42\|2.30\|259577;2026-06-16\|2.36\|1.29\|2.33\|2.38\|2.23\|188246;2026-06-18\|2.22\|-5.93\|2.43\|2.51\|2.19\|896300;2026-06-22\|2.17\|-2.25\|2.23\|2.34\|2.11\|588491;2026-06-23\|2.10\|-3.23\|2.14\|2.22\|2.09\|495366;2026-06-24\|2.03\|-3.33\|2.05\|2.11\|1.98\|513263;2026-06-25\|1.90\|-6.40\|2.05\|2.05\|1.87\|513225;2026-06-26\|1.90\|0.00\|1.90\|1.96\|1.84\|400442;2026-06-29\|1.87\|-1.58\|1.90\|1.93\|1.81\|294931;2026-06-30\|1.85\|-1.07\|1.86\|1.92\|1.83\|277085;2026-07-01\|1.99\|7.57\|1.87\|2.04\|1.86\|786617;2026-07-02\|2.03\|2.01\|2.05\|2.19\|2.00\|865147;2026-07-03\|2.23\|9.85\|2.04\|2.23\|2.04\|1043766;2026-07-06\|2.27\|1.79\|2.24\|2.30\|2.19\|759581;2026-07-07\|2.10\|-7.49\|2.27\|2.27\|2.08\|558203;2026-07-08\|2.07\|-1.43\|2.12\|2.15\|2.02\|315605;2026-07-09\|2.03\|-1.93\|2.06\|2.06\|1.97\|294785;2026-07-10\|2.08\|2.46\|2.04\|2.10\|2.00\|278330;2026-07-13\|1.96\|-5.77\|2.06\|2.08\|1.94\|263020;2026-07-14\|2.00\|2.04\|1.94\|2.01\|1.92\|171789;2026-07-15\|2.04\|2.00\|1.98\|2.08\|1.98\|225532;2026-07-16\|2.03\|-0.49\|2.02\|2.08\|1.98\|223181
111558		元件+碳酸锂+申请摘帽行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。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4月28日年报，公司深耕石英晶体元器件领域20余年，是国内主要厂商之一，具备年产各类电子元器件20亿只的能力，产品已在高通、紫光展锐等头部平台完成导入认证。 2、据2026年4月28日年报，公司2025年新设全资子公司开展电池级碳酸锂业务，已形成年产5000吨产能并实现收入1.02亿元，形成“电子元器件+锂电新材料”双主业格局。 3、据2026年5月28日及5月13日异常波动公告，公司已向深交所提交撤销退市风险警示的申请，目前尚在审核中。	公司一季度业绩同比减亏	2026-03-09\|8.06\|-2.18\|8.24\|8.30\|8.02\|25780;2026-03-10\|8.05\|-0.12\|8.07\|8.18\|7.97\|19404;2026-03-11\|8.04\|-0.12\|8.07\|8.10\|8.00\|12307;2026-03-12\|7.92\|-1.49\|8.06\|8.09\|7.89\|18453;2026-03-13\|7.91\|-0.13\|7.99\|8.03\|7.80\|19292;2026-03-16\|7.90\|-0.13\|7.90\|7.93\|7.81\|17768;2026-03-17\|7.95\|0.63\|7.93\|8.14\|7.90\|23759;2026-03-18\|7.97\|0.25\|7.90\|8.03\|7.83\|15007;2026-03-19\|7.71\|-3.26\|7.93\|7.93\|7.62\|32379;2026-03-20\|7.32\|-5.06\|7.78\|7.78\|7.32\|41435;2026-03-23\|6.96\|-4.92\|7.17\|7.20\|6.95\|35488;2026-03-24\|7.31\|5.03\|7.15\|7.31\|6.96\|24327;2026-03-25\|7.68\|5.06\|7.37\|7.68\|7.37\|10952;2026-03-26\|8.06\|4.95\|7.95\|8.06\|7.68\|54566;2026-03-27\|8.46\|4.96\|8.26\|8.46\|8.09\|45624;2026-03-30\|8.52\|0.71\|8.63\|8.85\|8.30\|69760;2026-03-31\|8.31\|-2.46\|8.59\|8.67\|8.27\|42832;2026-04-01\|8.20\|-1.32\|8.40\|8.49\|8.14\|34350;2026-04-02\|8.19\|-0.12\|8.14\|8.22\|8.07\|16646;2026-04-03\|8.10\|-1.10\|8.20\|8.45\|8.09\|24885;2026-04-07\|8.27\|2.10\|8.06\|8.46\|8.06\|21039;2026-04-08\|8.19\|-0.97\|8.23\|8.36\|8.07\|32907;2026-04-09\|8.15\|-0.49\|8.27\|8.27\|8.11\|13825;2026-04-10\|8.56\|5.03\|8.11\|8.56\|8.11\|19434;2026-04-13\|8.99\|5.02\|8.74\|8.99\|8.74\|20601;2026-04-14\|9.20\|2.34\|9.10\|9.44\|9.05\|70760;2026-04-15\|9.33\|1.41\|9.33\|9.36\|9.07\|37174;2026-04-16\|9.33\|0.00\|9.43\|9.75\|9.20\|55966;2026-04-17\|9.52\|2.04\|9.35\|9.74\|9.26\|42619;2026-04-20\|9.33\|-2.00\|9.40\|9.58\|9.23\|38382;2026-04-21\|9.43\|1.07\|9.34\|9.60\|9.34\|24075;2026-04-22\|9.42\|-0.11\|9.33\|9.47\|9.26\|21074;2026-04-23\|9.39\|-0.32\|9.33\|9.41\|9.27\|20252;2026-04-24\|9.75\|3.83\|9.37\|9.82\|9.27\|43885;2026-04-27\|10.16\|4.21\|10.16\|10.24\|9.90\|68964;2026-04-28\|9.74\|-4.13\|10.49\|10.50\|9.71\|84005;2026-04-29\|10.23\|5.03\|9.75\|10.23\|9.60\|50378;2026-04-30\|10.56\|3.23\|10.50\|10.74\|10.44\|122546;2026-05-06\|11.09\|5.02\|10.71\|11.09\|10.33\|123465;2026-05-07\|11.45\|3.25\|11.11\|11.59\|10.93\|107718;2026-05-08\|12.02\|4.98\|11.44\|12.02\|11.44\|79876;2026-05-11\|12.62\|4.99\|12.43\|12.62\|12.39\|34006;2026-05-12\|13.25\|4.99\|13.25\|13.25\|13.00\|79897;2026-05-13\|13.91\|4.98\|13.80\|13.91\|13.25\|69511;2026-05-14\|14.61\|5.03\|14.60\|14.61\|14.51\|17644;2026-05-15\|13.88\|-5.00\|15.19\|15.34\|13.88\|116619;2026-05-18\|13.19\|-4.97\|13.19\|13.19\|13.19\|12664;2026-05-19\|13.32\|0.99\|12.90\|13.58\|12.53\|173306;2026-05-20\|13.39\|0.53\|13.29\|13.99\|13.05\|105780;2026-05-21\|12.92\|-3.51\|13.18\|13.88\|12.75\|98454;2026-05-22\|13.57\|5.03\|13.14\|13.57\|13.05\|63136;2026-05-25\|14.25\|5.01\|14.24\|14.25\|14.15\|12224;2026-05-26\|14.74\|3.44\|14.82\|14.96\|14.23\|134050;2026-05-27\|15.48\|5.02\|14.66\|15.48\|14.65\|117948;2026-05-28\|15.68\|1.29\|15.50\|16.00\|15.23\|95577;2026-05-29\|15.10\|-3.70\|15.66\|15.96\|14.90\|88033;2026-06-01\|14.35\|-4.97\|15.11\|15.26\|14.35\|56017;2026-06-02\|14.10\|-1.74\|14.50\|14.78\|13.86\|54908;2026-06-03\|13.78\|-2.27\|14.28\|14.60\|13.65\|78242;2026-06-04\|13.09\|-5.01\|13.78\|14.05\|13.09\|78160;2026-06-05\|13.23\|1.07\|13.08\|13.35\|12.62\|61979;2026-06-08\|12.79\|-3.33\|13.30\|13.30\|12.66\|44523;2026-06-09\|13.43\|5.00\|12.90\|13.43\|12.90\|28734;2026-06-10\|13.88\|3.35\|14.00\|14.10\|13.70\|66032;2026-06-11\|13.83\|-0.36\|13.58\|14.28\|13.53\|45976;2026-06-12\|13.23\|-4.34\|13.87\|14.00\|13.15\|42296;2026-06-15\|13.32\|0.68\|13.23\|13.60\|12.92\|31177;2026-06-16\|13.29\|-0.23\|13.33\|13.59\|12.86\|37433;2026-06-17\|13.37\|0.60\|13.30\|13.93\|13.15\|33728;2026-06-18\|13.03\|-2.54\|13.06\|13.39\|13.02\|32402;2026-06-22\|12.38\|-4.99\|12.90\|13.09\|12.38\|38050;2026-06-23\|12.18\|-1.62\|12.30\|12.39\|11.84\|57706;2026-06-24\|12.22\|0.33\|12.30\|12.64\|11.62\|56965;2026-06-25\|12.04\|-1.47\|12.23\|12.28\|11.90\|32883;2026-06-26\|12.20\|1.33\|11.99\|12.57\|11.83\|28970;2026-06-29\|11.59\|-5.00\|12.18\|12.18\|11.59\|29535;2026-06-30\|11.33\|-2.24\|11.30\|11.49\|11.01\|29138;2026-07-01\|11.90\|5.03\|11.53\|11.90\|11.45\|41697;2026-07-02\|12.28\|3.19\|11.69\|12.43\|11.50\|53473;2026-07-03\|12.89\|4.97\|12.37\|12.89\|12.36\|29623;2026-07-06\|12.08\|-6.28\|13.26\|13.60\|12.01\|60794;2026-07-07\|11.85\|-1.90\|12.09\|12.30\|11.82\|26053;2026-07-08\|12.00\|1.27\|11.90\|12.28\|11.65\|20027;2026-07-09\|11.88\|-1.00\|12.19\|12.25\|11.66\|20218;2026-07-10\|11.97\|0.76\|11.88\|12.49\|11.61\|28172;2026-07-13\|11.57\|-3.34\|12.09\|12.19\|11.40\|24103;2026-07-14\|11.44\|-1.12\|11.31\|11.90\|11.03\|23353;2026-07-15\|11.59\|1.31\|11.66\|11.66\|11.30\|14735;2026-07-16\|11.26\|-2.85\|11.62\|11.62\|11.10\|11254
111557		新能源转型+宁夏国资+扭亏为盈行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2025年7月11日股东会决议及2025年8月29日半年报，公司重大资产重组已置出轴承资产，置入光伏发电、风力发电及储能电站资产，转型新能源运营。据2026年3月9日互动易，公司主营业务为风力发电、光伏发电及储能电站的投资开发和运营，以及船舶电器的生产与销售。 2、据2025年8月29日半年报，宁夏国有资本运营集团为公司控股股东，宁夏回族自治区人民政府为实际控制人。 3、据2026年1月29日业绩预告，公司预计2025年度净利润6900万元至9000万元，同比扭亏为盈，主因新能源资产并表及轴承资产剥离。	股东宝塔石化2亿股股份完成拍卖过户	2026-03-09\|6.35\|2.42\|6.16\|6.36\|6.10\|143809;2026-03-10\|6.38\|0.47\|6.39\|6.40\|6.31\|87781;2026-03-11\|6.55\|2.66\|6.37\|6.69\|6.34\|204318;2026-03-12\|6.62\|1.07\|6.58\|6.71\|6.55\|196635;2026-03-13\|6.51\|-1.66\|6.64\|6.70\|6.47\|146658;2026-03-16\|6.47\|-0.61\|6.45\|6.55\|6.44\|85064;2026-03-17\|6.54\|1.08\|6.48\|6.66\|6.46\|173644;2026-03-18\|6.46\|-1.22\|6.53\|6.63\|6.37\|141383;2026-03-19\|6.26\|-3.10\|6.40\|6.46\|6.25\|126930;2026-03-20\|6.19\|-1.12\|6.30\|6.38\|6.15\|107768;2026-03-23\|5.88\|-5.01\|5.97\|6.03\|5.88\|168321;2026-03-24\|6.02\|2.38\|5.94\|6.04\|5.79\|138932;2026-03-25\|6.32\|4.98\|6.12\|6.32\|6.05\|168250;2026-03-26\|6.44\|1.90\|6.42\|6.60\|6.37\|244282;2026-03-27\|6.44\|0.00\|6.37\|6.60\|6.36\|154948;2026-03-30\|6.45\|0.16\|6.35\|6.54\|6.35\|172132;2026-03-31\|6.41\|-0.62\|6.50\|6.64\|6.41\|171934;2026-04-01\|6.49\|1.25\|6.50\|6.54\|6.42\|109747;2026-04-02\|6.31\|-2.77\|6.46\|6.54\|6.27\|131553;2026-04-03\|6.17\|-2.22\|6.31\|6.42\|6.13\|126867;2026-04-07\|6.13\|-0.65\|6.07\|6.26\|6.06\|89652;2026-04-08\|6.26\|2.12\|6.30\|6.32\|6.20\|103262;2026-04-09\|6.16\|-1.60\|6.23\|6.24\|6.11\|86820;2026-04-10\|6.25\|1.46\|6.17\|6.30\|6.17\|86471;2026-04-13\|6.35\|1.60\|6.20\|6.38\|6.20\|96893;2026-04-14\|6.49\|2.20\|6.40\|6.52\|6.29\|164891;2026-04-15\|6.46\|-0.46\|6.52\|6.61\|6.44\|143345;2026-04-16\|6.58\|1.86\|6.43\|6.59\|6.42\|115415;2026-04-17\|6.88\|4.56\|6.65\|6.91\|6.64\|286093;2026-04-20\|6.76\|-1.74\|6.88\|7.10\|6.64\|323746;2026-04-21\|6.64\|-1.78\|6.80\|6.81\|6.60\|134414;2026-04-22\|6.61\|-0.45\|6.67\|6.73\|6.53\|125819;2026-04-23\|6.56\|-0.76\|6.63\|6.70\|6.52\|124834;2026-04-24\|6.71\|2.29\|6.52\|6.77\|6.52\|164672;2026-04-27\|6.47\|-3.58\|6.62\|6.65\|6.46\|179176;2026-04-28\|6.41\|-0.93\|6.39\|6.50\|6.36\|98596;2026-04-29\|6.40\|-0.16\|6.43\|6.48\|6.37\|120921;2026-04-30\|6.36\|-0.62\|6.34\|6.41\|6.32\|118531;2026-05-06\|6.51\|2.36\|6.39\|6.52\|6.38\|122717;2026-05-07\|6.65\|2.15\|6.48\|6.65\|6.47\|146246;2026-05-08\|6.84\|2.86\|6.66\|6.98\|6.59\|221617;2026-05-11\|6.84\|0.00\|6.82\|6.95\|6.73\|179190;2026-05-12\|6.94\|1.46\|6.83\|7.05\|6.81\|154227;2026-05-13\|7.10\|2.31\|6.80\|7.16\|6.79\|221576;2026-05-14\|7.24\|1.97\|7.14\|7.46\|7.14\|359085;2026-05-15\|7.60\|4.97\|7.19\|7.60\|7.19\|317745;2026-05-18\|7.44\|-2.11\|7.69\|7.77\|7.31\|310205;2026-05-19\|7.75\|4.17\|7.40\|7.75\|7.30\|225749;2026-05-20\|7.76\|0.13\|7.63\|7.87\|7.60\|188532;2026-05-21\|7.55\|-2.71\|7.76\|7.83\|7.49\|153501;2026-05-22\|7.93\|5.03\|7.65\|7.93\|7.51\|240819;2026-05-25\|8.05\|1.51\|8.10\|8.20\|7.84\|246919;2026-05-26\|7.89\|-1.99\|7.98\|7.98\|7.70\|223263;2026-05-27\|7.92\|0.38\|7.80\|7.99\|7.79\|128436;2026-05-28\|8.06\|1.77\|7.85\|8.11\|7.80\|134631;2026-05-29\|8.03\|-0.37\|8.05\|8.15\|7.85\|164065;2026-06-01\|7.80\|-2.86\|7.88\|7.98\|7.71\|131811;2026-06-02\|7.70\|-1.28\|7.76\|7.91\|7.64\|141871;2026-06-03\|7.32\|-4.94\|7.62\|7.73\|7.32\|282320;2026-06-04\|6.95\|-5.05\|7.30\|7.37\|6.95\|333728;2026-06-05\|7.07\|1.73\|7.00\|7.20\|6.82\|234043;2026-06-08\|6.91\|-2.26\|6.80\|7.10\|6.72\|151060;2026-06-09\|6.82\|-1.30\|6.92\|7.02\|6.78\|121858;2026-06-10\|6.54\|-4.11\|6.82\|6.82\|6.48\|183996;2026-06-11\|6.21\|-5.05\|6.51\|6.55\|6.21\|203127;2026-06-12\|6.35\|2.25\|6.32\|6.48\|6.28\|154183;2026-06-15\|6.36\|0.16\|6.39\|6.60\|6.26\|171228;2026-06-16\|6.62\|4.09\|6.35\|6.68\|6.33\|221193;2026-06-17\|6.54\|-1.21\|6.56\|6.70\|6.50\|169395;2026-06-18\|6.42\|-1.83\|6.53\|6.54\|6.29\|169677;2026-06-22\|6.10\|-4.98\|6.30\|6.30\|6.10\|168096;2026-06-23\|6.05\|-0.82\|6.03\|6.14\|5.90\|158878;2026-06-24\|5.87\|-2.98\|5.98\|6.04\|5.76\|183120;2026-06-25\|5.58\|-4.94\|5.84\|5.90\|5.58\|161634;2026-06-26\|5.70\|2.15\|5.45\|5.80\|5.45\|162625;2026-06-29\|5.42\|-4.91\|5.65\|5.68\|5.42\|124566;2026-06-30\|5.15\|-4.98\|5.25\|5.28\|5.15\|245269;2026-07-02\|5.67\|10.10\|5.67\|5.67\|5.67\|14415;2026-07-03\|6.24\|10.05\|6.24\|6.24\|6.24\|152110;2026-07-06\|6.42\|2.88\|6.10\|6.65\|5.90\|733225;2026-07-07\|6.00\|-6.54\|6.11\|6.35\|5.86\|499829;2026-07-08\|5.58\|-7.00\|5.85\|5.85\|5.57\|306064;2026-07-09\|5.50\|-1.43\|5.49\|5.74\|5.38\|227780;2026-07-10\|5.64\|2.55\|5.54\|5.71\|5.40\|268875;2026-07-13\|5.15\|-8.69\|5.56\|5.56\|5.12\|319947;2026-07-14\|4.89\|-5.05\|5.11\|5.19\|4.86\|294460;2026-07-15\|4.94\|1.02\|4.89\|5.06\|4.81\|202458;2026-07-16\|4.88\|-1.21\|4.90\|5.06\|4.81\|195069
111556		控制权变更+复牌+碳基新材料+智能制造行业原因：据证券时报网7月2日报道，今天市场大跌的主因还是昨晚Meta搅局。据彭博援引知情人士透露，Meta正在制定一项全新的云业务计划，旨在向外部客户出售计算资源。该消息让市场认为，算力开始过剩，大厂的资本开支可能会下降，投资逻辑也因此生变。昨晚，美光、闪迪等大牛股疯狂杀跌就是此因。公司原因： 1、据2026年6月30日公告，公司控股股东科翔高新拟以2.9元/股向东泰能源转让14.76%股份，总价5.47亿元，公司实控人将变更为王建英，股票于6月30日复牌。 2、据2026年6月30日上海证券报报道，新入主方东泰能源深耕高端碳基新材料核心赛道，聚焦碳基储能材料与高端装备制造，旗下公司主营MOFs超级电容与硅碳锂电负极材料。 3、据2026年5月8日投资者关系活动记录表，公司主营精密数显量具量仪、智能物流分拣设备、过程装备及真空镀膜设备业务，2026年一季度营收同比增长12.43%。	国内中小型全自动快递分拣装备的重要生产厂家；公司致力于智能快递分拣装备的研发、生产和销售，涵盖了全自动快递分拣装备系列产品和智慧物流园区解决方案等方向	2026-03-09\|3.15\|-1.87\|3.17\|3.20\|3.09\|413889;2026-03-10\|3.21\|1.90\|3.18\|3.22\|3.17\|369978;2026-03-11\|3.53\|9.97\|3.20\|3.53\|3.19\|1800426;2026-03-12\|3.46\|-1.98\|3.58\|3.63\|3.44\|1624956;2026-03-13\|3.47\|0.29\|3.46\|3.56\|3.38\|1236059;2026-03-16\|3.54\|2.02\|3.48\|3.61\|3.46\|1050891;2026-03-17\|3.79\|7.06\|3.54\|3.89\|3.49\|1980818;2026-03-18\|3.59\|-5.28\|3.70\|3.70\|3.41\|1550782;2026-03-19\|3.48\|-3.06\|3.50\|3.65\|3.41\|868143;2026-03-20\|3.29\|-5.46\|3.44\|3.50\|3.23\|879562;2026-03-23\|3.19\|-3.04\|3.24\|3.31\|3.10\|755222;2026-03-24\|3.24\|1.57\|3.24\|3.26\|3.12\|530071;2026-03-25\|3.29\|1.54\|3.24\|3.30\|3.21\|450037;2026-03-26\|3.16\|-3.95\|3.27\|3.31\|3.14\|467405;2026-03-27\|3.22\|1.90\|3.10\|3.22\|3.09\|319271;2026-03-30\|3.17\|-1.55\|3.18\|3.21\|3.11\|312103;2026-03-31\|3.11\|-1.89\|3.18\|3.22\|3.10\|345026;2026-04-01\|3.16\|1.61\|3.16\|3.18\|3.12\|314405;2026-04-02\|3.04\|-3.80\|3.15\|3.16\|3.03\|414421;2026-04-03\|2.77\|-8.88\|3.04\|3.06\|2.74\|701743;2026-04-07\|2.83\|2.17\|2.76\|2.83\|2.69\|443234;2026-04-08\|2.98\|5.30\|2.90\|2.99\|2.86\|524899;2026-04-09\|2.90\|-2.68\|2.95\|3.02\|2.88\|382891;2026-04-10\|2.97\|2.41\|2.93\|3.04\|2.92\|449967;2026-04-13\|2.88\|-3.03\|2.83\|2.91\|2.78\|716361;2026-04-14\|2.78\|-3.47\|2.95\|2.96\|2.73\|697033;2026-04-15\|2.58\|-7.19\|2.78\|2.79\|2.57\|870901;2026-04-16\|2.68\|3.88\|2.58\|2.69\|2.47\|890270;2026-04-17\|2.57\|-4.10\|2.66\|2.66\|2.53\|693263;2026-04-20\|2.61\|1.56\|2.60\|2.65\|2.55\|464397;2026-04-21\|2.51\|-3.83\|2.58\|2.62\|2.49\|492314;2026-04-22\|2.53\|0.80\|2.49\|2.53\|2.47\|306523;2026-04-23\|2.42\|-4.35\|2.52\|2.53\|2.40\|482502;2026-04-24\|2.39\|-1.24\|2.39\|2.42\|2.33\|447949;2026-04-27\|2.63\|10.04\|2.37\|2.63\|2.25\|1336238;2026-04-28\|2.89\|9.89\|2.70\|2.89\|2.70\|1211716;2026-04-30\|2.75\|-4.84\|2.75\|2.75\|2.75\|61095;2026-05-06\|2.61\|-5.09\|2.61\|2.61\|2.61\|26540;2026-05-07\|2.48\|-4.98\|2.48\|2.48\|2.48\|154548;2026-05-08\|2.52\|1.61\|2.36\|2.60\|2.36\|2015374;2026-05-11\|2.59\|2.78\|2.50\|2.63\|2.43\|1042632;2026-05-12\|2.72\|5.02\|2.63\|2.72\|2.63\|201830;2026-05-13\|2.86\|5.15\|2.86\|2.86\|2.86\|58490;2026-05-14\|2.83\|-1.05\|2.93\|2.98\|2.73\|1241048;2026-05-15\|2.97\|4.95\|2.81\|2.97\|2.80\|997105;2026-05-18\|2.82\|-5.05\|2.82\|2.82\|2.82\|165837;2026-05-19\|2.68\|-4.96\|2.68\|2.68\|2.68\|148823;2026-05-20\|2.55\|-4.85\|2.62\|2.78\|2.55\|1208419;2026-05-21\|2.44\|-4.31\|2.45\|2.57\|2.42\|684754;2026-05-22\|2.56\|4.92\|2.51\|2.56\|2.46\|390784;2026-05-25\|2.69\|5.08\|2.55\|2.69\|2.52\|412391;2026-05-26\|2.78\|3.35\|2.75\|2.82\|2.70\|714920;2026-05-27\|2.66\|-4.32\|2.73\|2.79\|2.64\|501378;2026-05-28\|2.73\|2.63\|2.71\|2.77\|2.66\|334969;2026-05-29\|2.65\|-2.93\|2.73\|2.77\|2.63\|327768;2026-06-01\|2.70\|1.89\|2.62\|2.77\|2.60\|243453;2026-06-02\|2.72\|0.74\|2.71\|2.77\|2.65\|326857;2026-06-03\|2.62\|-3.68\|2.73\|2.73\|2.60\|295513;2026-06-04\|2.49\|-4.96\|2.58\|2.60\|2.49\|296402;2026-06-05\|2.50\|0.40\|2.48\|2.55\|2.48\|182608;2026-06-08\|2.38\|-4.80\|2.43\|2.48\|2.38\|222108;2026-06-09\|2.45\|2.94\|2.41\|2.49\|2.38\|216668;2026-06-10\|2.33\|-4.90\|2.41\|2.43\|2.33\|215507;2026-06-11\|2.21\|-5.15\|2.29\|2.30\|2.21\|251661;2026-06-12\|2.20\|-0.45\|2.21\|2.25\|2.18\|255715;2026-06-15\|2.20\|0.00\|2.19\|2.26\|2.12\|281191;2026-06-16\|2.17\|-1.36\|2.21\|2.23\|2.09\|400293;2026-06-17\|2.07\|-4.61\|2.17\|2.17\|2.06\|282478;2026-06-18\|2.05\|-0.97\|2.05\|2.10\|1.99\|348113;2026-06-22\|2.15\|4.88\|2.15\|2.15\|2.15\|105192;2026-06-30\|2.26\|5.12\|2.26\|2.26\|2.26\|13989;2026-07-01\|2.37\|4.87\|2.37\|2.37\|2.37\|7474;2026-07-02\|2.49\|5.06\|2.49\|2.49\|2.49\|11270;2026-07-03\|2.61\|4.82\|2.61\|2.61\|2.61\|18713;2026-07-06\|2.87\|9.96\|2.87\|2.87\|2.87\|63705;2026-07-07\|2.70\|-5.92\|2.97\|2.97\|2.60\|1220273;2026-07-08\|2.86\|5.93\|2.68\|2.94\|2.66\|860892;2026-07-09\|2.84\|-0.70\|2.79\|3.00\|2.76\|650607;2026-07-10\|2.78\|-2.11\|2.78\|2.85\|2.71\|418398;2026-07-13\|2.63\|-5.40\|2.76\|2.87\|2.60\|368793;2026-07-14\|2.64\|0.38\|2.60\|2.68\|2.53\|248893;2026-07-15\|2.60\|-1.52\|2.63\|2.67\|2.56\|179209;2026-07-16\|2.67\|2.69\|2.57\|2.71\|2.56\|261351
111555		碳酸锂+郴州锂矿+控制权拟变更公司原因： 1、据2025年半年度报告，公司已于2023年9月完成注册地迁至郴州临武县，依托当地锂矿推进“采矿+选矿+碳酸锂”纵向一体化项目，一期1万吨碳酸锂冶炼产线有序建设中。 2、据2026年2月28日进展公告，控股股东上海领亿、温萍与山南锑金于2025年11月28日签署股份转让协议，山南锑金拟受让7.7646%股份并将成为第一大股东，控制权拟变更。 3、据2024年年度报告，公司主营锂云母、碳酸锂，已形成“采矿+选矿+基础锂电原料生产”完整产业链，2024年碳酸锂低迷期仍保持稳定运营。	公司业务主要包括锂矿选矿、基础性锂电原料锂盐加工及冶炼业务等，通过收购嘉宇矿业74.3%股权，新增钨锡铅锌矿开采业务	2026-03-09\|28.00\|4.91\|27.60\|28.31\|26.60\|389727;2026-03-10\|30.01\|7.18\|28.00\|30.70\|28.00\|346595;2026-03-11\|33.01\|10.00\|32.14\|33.01\|31.80\|230931;2026-03-12\|33.45\|1.33\|33.40\|35.68\|32.43\|583247;2026-03-13\|30.11\|-9.99\|32.76\|33.75\|30.11\|321419;2026-03-16\|29.01\|-3.65\|28.79\|30.32\|28.16\|394122;2026-03-17\|28.71\|-1.03\|29.02\|30.70\|28.62\|293057;2026-03-18\|31.58\|10.00\|29.74\|31.58\|29.22\|214696;2026-03-19\|28.42\|-10.01\|32.15\|32.68\|28.42\|288865;2026-03-20\|28.12\|-1.06\|29.84\|29.96\|28.12\|261303;2026-03-23\|26.25\|-6.65\|27.54\|28.15\|26.18\|213369;2026-03-24\|27.82\|5.98\|26.78\|27.87\|25.65\|248469;2026-03-25\|27.87\|0.18\|28.50\|29.00\|27.41\|175905;2026-03-26\|26.67\|-4.31\|27.70\|27.99\|26.46\|160460;2026-03-27\|26.85\|0.67\|26.01\|28.17\|26.01\|224046;2026-03-30\|26.66\|-0.71\|26.76\|26.76\|25.00\|212782;2026-03-31\|25.38\|-4.80\|26.67\|26.72\|24.65\|182947;2026-04-01\|24.92\|-1.81\|25.70\|25.70\|24.56\|144645;2026-04-02\|23.97\|-3.81\|24.67\|25.20\|23.53\|165219;2026-04-03\|23.28\|-2.88\|24.00\|24.49\|23.23\|93048;2026-04-07\|23.49\|0.90\|23.57\|24.00\|23.11\|96364;2026-04-08\|24.90\|6.00\|24.00\|25.28\|24.00\|141521;2026-04-09\|25.00\|0.40\|24.31\|25.36\|23.76\|141614;2026-04-10\|26.25\|5.00\|25.06\|27.50\|24.87\|333805;2026-04-13\|28.38\|8.11\|26.25\|28.66\|25.56\|362456;2026-04-14\|28.76\|1.34\|28.40\|29.36\|27.17\|390576;2026-04-15\|28.93\|0.59\|29.44\|30.10\|28.80\|258451;2026-04-16\|28.75\|-0.62\|28.94\|30.06\|28.01\|275111;2026-04-17\|28.79\|0.14\|28.36\|29.97\|28.13\|235829;2026-04-20\|28.83\|0.14\|28.58\|29.46\|27.80\|205370;2026-04-21\|28.93\|0.35\|29.00\|29.60\|28.37\|160206;2026-04-22\|30.76\|6.33\|28.51\|30.98\|28.20\|299385;2026-04-23\|31.59\|2.70\|30.80\|31.85\|29.10\|282751;2026-04-24\|31.56\|-0.10\|31.01\|33.85\|30.90\|273903;2026-04-27\|31.49\|-0.22\|31.00\|32.29\|30.03\|268651;2026-04-28\|31.69\|0.64\|31.28\|32.08\|29.68\|244457;2026-04-29\|34.00\|7.29\|31.30\|34.38\|31.01\|312217;2026-05-06\|32.30\|-5.00\|32.30\|32.30\|32.30\|6539;2026-05-07\|30.69\|-4.98\|30.69\|30.69\|30.69\|5394;2026-05-08\|29.16\|-4.99\|29.16\|29.16\|29.16\|4983;2026-05-11\|27.70\|-5.01\|27.70\|27.70\|27.70\|1219;2026-05-12\|26.32\|-4.98\|26.32\|26.32\|26.32\|1585;2026-05-13\|25.00\|-5.02\|25.00\|25.00\|25.00\|705;2026-05-14\|23.75\|-5.00\|23.75\|23.75\|23.75\|2737;2026-05-15\|22.56\|-5.01\|22.56\|22.91\|22.56\|239175;2026-05-18\|21.43\|-5.01\|21.43\|21.43\|21.43\|34338;2026-05-19\|20.36\|-4.99\|20.36\|20.36\|20.36\|2421;2026-05-20\|19.34\|-5.01\|19.34\|19.34\|19.34\|6443;2026-05-21\|18.37\|-5.02\|18.37\|18.37\|18.37\|8930;2026-05-22\|19.29\|5.01\|17.70\|19.29\|17.45\|435478;2026-05-25\|20.25\|4.98\|19.57\|20.25\|19.57\|53998;2026-05-26\|21.26\|4.99\|21.26\|21.26\|21.26\|19580;2026-05-27\|20.63\|-2.96\|22.32\|22.32\|20.20\|384958;2026-05-28\|19.60\|-4.99\|20.11\|21.03\|19.60\|192427;2026-05-29\|18.62\|-5.00\|20.01\|20.18\|18.62\|138656;2026-06-01\|19.55\|4.99\|17.77\|19.55\|17.69\|174278;2026-06-02\|20.53\|5.01\|19.59\|20.53\|19.59\|116267;2026-06-03\|21.56\|5.02\|21.45\|21.56\|21.08\|76831;2026-06-04\|22.64\|5.01\|22.64\|22.64\|21.12\|210331;2026-06-05\|23.20\|2.47\|22.51\|23.77\|22.50\|225691;2026-06-08\|22.04\|-5.00\|22.05\|22.45\|22.04\|37504;2026-06-09\|20.94\|-4.99\|20.94\|20.94\|20.94\|27675;2026-06-10\|19.89\|-5.01\|19.89\|19.89\|19.89\|7599;2026-06-11\|18.90\|-4.98\|18.90\|18.90\|18.90\|8070;2026-06-12\|17.96\|-4.97\|17.96\|17.96\|17.96\|23761;2026-06-15\|17.06\|-5.01\|17.06\|17.06\|17.06\|3055;2026-06-16\|16.21\|-4.98\|16.21\|16.21\|16.21\|2846;2026-06-17\|15.40\|-5.00\|15.40\|15.40\|15.40\|1438;2026-06-18\|14.63\|-5.00\|14.63\|14.63\|14.63\|14423;2026-06-22\|13.90\|-4.99\|13.90\|13.90\|13.90\|5657;2026-06-23\|13.88\|-0.14\|13.21\|14.60\|13.21\|496740;2026-06-24\|13.19\|-4.97\|13.19\|13.19\|13.19\|34986;2026-06-25\|12.53\|-5.00\|12.53\|12.53\|12.53\|27765;2026-06-26\|11.90\|-5.03\|12.31\|12.48\|11.90\|203471;2026-06-29\|11.31\|-4.96\|11.31\|11.45\|11.31\|47498;2026-06-30\|10.74\|-5.04\|10.74\|10.74\|10.74\|8552;2026-07-01\|11.28\|5.03\|10.95\|11.28\|10.95\|204515;2026-07-02\|11.84\|4.96\|11.84\|11.84\|11.84\|2883;2026-07-03\|12.43\|4.98\|12.43\|12.43\|12.43\|7338;2026-07-06\|11.65\|-6.28\|12.40\|13.67\|11.64\|507129;2026-07-07\|10.49\|-9.96\|11.65\|11.92\|10.49\|250813;2026-07-08\|10.84\|3.34\|9.84\|11.28\|9.70\|339174;2026-07-09\|11.60\|7.01\|10.82\|11.92\|10.62\|289423;2026-07-10\|11.25\|-3.02\|11.80\|12.25\|11.23\|274519;2026-07-13\|11.55\|2.67\|11.55\|11.92\|11.19\|211582;2026-07-14\|10.91\|-5.54\|11.47\|11.74\|10.52\|212962;2026-07-15\|9.90\|-9.26\|10.50\|10.65\|9.82\|290775;2026-07-16\|9.83\|-0.71\|9.65\|10.25\|9.63\|150007
111554		AI微短剧+长沙国资+扭亏行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2026年2月2日互动易，公司与通义千问、豆包、阶跃星辰合作共建数字视频垂类大模型及微短剧智能生产平台。 2、据2026年1月17日公告，公司预计2025年归母净利润2700–3000万元，同比扭亏，营收3.3–3.45亿元，体育赛事及音视频算料业务贡献增量。 3、据2025年半年度报告，公司主营纪录片、文化综艺、短剧等视频内容投制运营，最终控制人为长沙市人民政府国有资产监督管理委员会。	具有全国影响力的综合性传媒集团；公司主要从事综艺、纪录片、影视剧、短视频等视频内容的生产和运营	2026-03-09\|20.77\|0.00\|20.47\|20.83\|20.29\|10990;2026-03-10\|20.97\|0.96\|20.88\|21.10\|20.75\|10065;2026-03-11\|20.98\|0.05\|20.99\|21.02\|20.80\|5635;2026-03-12\|20.78\|-0.95\|20.94\|20.95\|20.71\|5229;2026-03-13\|20.59\|-0.91\|20.58\|20.80\|20.46\|9768;2026-03-16\|20.68\|0.44\|20.59\|20.89\|20.51\|14110;2026-03-17\|20.57\|-0.53\|20.79\|20.79\|20.50\|8406;2026-03-18\|20.82\|1.22\|20.51\|20.83\|20.43\|8308;2026-03-19\|20.41\|-1.97\|20.61\|20.76\|20.12\|13122;2026-03-20\|19.73\|-3.33\|20.39\|20.68\|19.71\|11491;2026-03-23\|18.74\|-5.02\|19.25\|19.38\|18.74\|13647;2026-03-24\|18.92\|0.96\|18.90\|18.93\|18.00\|13856;2026-03-25\|19.39\|2.48\|19.00\|19.44\|18.80\|7945;2026-03-26\|19.30\|-0.46\|19.57\|19.58\|18.91\|10837;2026-03-27\|19.53\|1.19\|19.18\|19.57\|19.04\|7390;2026-03-30\|19.54\|0.05\|19.15\|19.55\|19.15\|4770;2026-03-31\|19.49\|-0.26\|19.47\|19.78\|19.25\|6538;2026-04-01\|19.63\|0.72\|19.49\|19.66\|19.47\|7589;2026-04-02\|19.35\|-1.43\|19.53\|19.55\|19.09\|9373;2026-04-03\|19.04\|-1.60\|19.43\|19.44\|19.03\|5367;2026-04-07\|18.85\|-1.00\|18.99\|19.16\|18.76\|8305;2026-04-08\|19.61\|4.03\|19.10\|19.63\|19.10\|16849;2026-04-09\|20.08\|2.40\|19.52\|20.15\|19.49\|15900;2026-04-10\|20.08\|0.00\|20.05\|20.30\|19.95\|12780;2026-04-13\|21.08\|4.98\|20.20\|21.08\|20.20\|16696;2026-04-14\|21.65\|2.70\|22.00\|22.00\|21.40\|45067;2026-04-15\|21.74\|0.42\|21.65\|21.90\|21.47\|20828;2026-04-16\|22.10\|1.66\|22.00\|22.65\|21.98\|26954;2026-04-17\|22.20\|0.45\|21.83\|22.45\|21.83\|28058;2026-04-20\|21.37\|-3.74\|22.16\|22.16\|21.10\|44800;2026-04-21\|22.01\|2.99\|21.37\|22.02\|21.37\|23958;2026-04-22\|22.42\|1.86\|22.02\|22.52\|22.00\|26645;2026-04-23\|21.79\|-2.81\|22.40\|22.56\|21.75\|22235;2026-04-24\|22.04\|1.15\|21.69\|22.10\|21.27\|21165;2026-04-27\|23.14\|4.99\|22.32\|23.14\|21.82\|37881;2026-04-28\|23.99\|3.67\|23.16\|24.16\|23.16\|47507;2026-04-29\|23.84\|-0.63\|24.25\|24.45\|23.78\|33288;2026-04-30\|24.63\|3.31\|23.40\|24.88\|23.34\|37977;2026-05-06\|24.88\|1.01\|24.70\|25.30\|24.37\|32827;2026-05-07\|25.10\|0.88\|24.60\|26.12\|24.60\|53073;2026-05-08\|25.94\|3.35\|25.13\|26.18\|25.12\|43859;2026-05-11\|25.91\|-0.12\|25.93\|26.42\|25.18\|34959;2026-05-12\|24.61\|-5.02\|26.06\|26.09\|24.61\|36805;2026-05-13\|24.84\|0.93\|24.40\|25.10\|24.25\|28598;2026-05-14\|24.43\|-1.65\|24.63\|24.98\|23.73\|38769;2026-05-15\|24.82\|1.60\|24.53\|25.00\|24.10\|23307;2026-05-18\|23.58\|-5.00\|24.46\|24.60\|23.58\|21495;2026-05-19\|23.43\|-0.64\|23.29\|23.69\|22.73\|19120;2026-05-20\|23.18\|-1.07\|23.43\|23.55\|23.04\|14494;2026-05-21\|23.02\|-0.69\|23.49\|23.70\|22.89\|16936;2026-05-22\|24.17\|5.00\|23.22\|24.17\|23.22\|26360;2026-05-25\|24.96\|3.27\|24.30\|25.08\|24.03\|37793;2026-05-26\|24.81\|-0.28\|24.86\|24.90\|24.15\|19173;2026-05-27\|24.60\|-0.85\|24.64\|24.79\|24.08\|14946;2026-05-28\|25.25\|2.64\|24.50\|25.55\|24.17\|16327;2026-05-29\|24.95\|-1.19\|25.14\|25.56\|24.52\|17770;2026-06-02\|24.09\|-3.45\|26.00\|27.20\|23.10\|93502;2026-06-03\|21.68\|-10.00\|22.62\|23.16\|21.68\|81556;2026-06-04\|20.60\|-4.98\|20.80\|21.39\|20.52\|50653;2026-06-05\|20.32\|-1.36\|20.44\|20.96\|19.67\|56863;2026-06-08\|19.63\|-3.40\|20.22\|21.06\|19.40\|53952;2026-06-09\|19.29\|-1.73\|19.70\|19.90\|19.00\|46371;2026-06-10\|19.32\|0.16\|19.12\|20.20\|19.00\|46874;2026-06-11\|18.52\|-4.14\|19.16\|19.16\|18.17\|46468;2026-06-12\|18.54\|0.11\|18.60\|18.96\|17.74\|42900;2026-06-15\|18.63\|0.49\|18.54\|19.05\|18.54\|33131;2026-06-16\|20.49\|9.98\|18.42\|20.49\|17.94\|59335;2026-06-25\|19.10\|-6.78\|19.80\|20.46\|18.44\|121710;2026-06-26\|17.91\|-6.23\|18.51\|18.58\|17.45\|66307;2026-06-29\|17.05\|-4.80\|17.55\|17.80\|16.66\|49391;2026-06-30\|17.90\|4.99\|17.10\|17.97\|16.86\|39527;2026-07-01\|17.68\|-1.23\|17.86\|18.19\|17.45\|37562;2026-07-02\|17.66\|-0.11\|17.81\|18.33\|17.60\|34952;2026-07-03\|17.61\|-0.28\|17.67\|18.10\|17.43\|28924;2026-07-06\|17.80\|1.08\|17.63\|18.15\|17.43\|30111;2026-07-07\|16.82\|-5.51\|17.74\|17.93\|16.81\|30935;2026-07-08\|16.45\|-2.20\|16.70\|16.98\|16.29\|26828;2026-07-09\|16.15\|-1.82\|16.70\|16.70\|15.90\|23716;2026-07-10\|16.46\|1.92\|16.20\|16.85\|15.94\|28977;2026-07-13\|15.47\|-6.01\|16.31\|16.60\|15.47\|28926;2026-07-14\|15.81\|2.20\|15.59\|15.88\|15.35\|20802;2026-07-15\|15.96\|0.95\|15.84\|16.16\|15.70\|19641;2026-07-16\|16.48\|3.26\|15.81\|16.75\|15.67\|28356
111553		ST摘帽申请+托育服务+母婴用品 1、据2026年4月16日公告，审计机构出具了标准无保留意见的审计报告，公司2025年年度报告不存在《股票上市规则》规定的退市情形，公司已向深圳证券交易所正式提交撤销退市风险警示的申请。 2、据2025年半年度报告及公司战略，公司基于“产品+服务+互联网”战略，开辟托育服务等新业务，打造拉比母婴协同生态圈。 3、据2026年4月16日年报，公司深耕母婴消费品行业，旗下“拉比”等核心品牌覆盖0至16岁婴幼儿、青少年及全家消费品，2025年营业收入同比增长71.86%。	国内知名母婴消费品品牌运营商	2026-03-09\|6.68\|-1.18\|6.69\|6.70\|6.56\|18452;2026-03-10\|6.81\|1.95\|6.67\|6.86\|6.65\|40771;2026-03-11\|6.76\|-0.73\|6.80\|6.86\|6.74\|22926;2026-03-12\|6.83\|1.04\|6.78\|6.89\|6.73\|29427;2026-03-13\|7.01\|2.64\|6.83\|7.16\|6.83\|52281;2026-03-16\|6.90\|-1.57\|7.04\|7.05\|6.86\|32102;2026-03-17\|6.84\|-0.87\|6.91\|6.95\|6.82\|24716;2026-03-18\|7.03\|2.78\|6.84\|7.05\|6.84\|34149;2026-03-19\|6.87\|-2.28\|6.96\|6.99\|6.84\|26688;2026-03-20\|6.71\|-2.33\|6.93\|6.93\|6.69\|24930;2026-03-23\|6.44\|-4.02\|6.48\|6.60\|6.42\|29317;2026-03-24\|6.72\|4.35\|6.58\|6.74\|6.44\|21943;2026-03-25\|6.83\|1.64\|6.78\|6.83\|6.69\|21485;2026-03-26\|6.80\|-0.44\|6.83\|6.88\|6.75\|15324;2026-03-27\|6.96\|2.35\|6.80\|6.98\|6.74\|17743;2026-03-30\|6.99\|0.43\|6.88\|7.09\|6.88\|21803;2026-03-31\|7.22\|3.29\|7.01\|7.34\|6.98\|81248;2026-04-01\|7.36\|1.94\|7.30\|7.52\|7.22\|63699;2026-04-02\|7.19\|-2.31\|7.33\|7.38\|7.10\|31811;2026-04-03\|7.12\|-0.97\|7.16\|7.25\|7.01\|18036;2026-04-07\|7.21\|1.26\|6.81\|7.38\|6.81\|29745;2026-04-08\|7.20\|-0.14\|7.22\|7.35\|7.13\|31398;2026-04-09\|7.36\|2.22\|7.18\|7.42\|7.18\|38178;2026-04-10\|7.32\|-0.54\|7.37\|7.55\|7.23\|41118;2026-04-13\|7.50\|2.46\|7.30\|7.50\|7.26\|35373;2026-04-14\|7.77\|3.60\|7.47\|7.82\|7.46\|48734;2026-04-15\|7.50\|-3.47\|7.80\|7.81\|7.50\|38074;2026-04-16\|7.77\|3.60\|7.80\|7.88\|7.64\|145266;2026-04-17\|7.84\|0.90\|7.72\|7.88\|7.62\|80008;2026-04-20\|8.17\|4.21\|7.73\|8.21\|7.73\|72282;2026-04-21\|8.04\|-1.59\|8.25\|8.26\|8.02\|41148;2026-04-22\|7.98\|-0.75\|8.05\|8.14\|7.88\|38706;2026-04-23\|7.90\|-1.00\|7.99\|8.10\|7.85\|39906;2026-04-24\|8.16\|3.29\|8.05\|8.17\|7.86\|51985;2026-04-27\|8.18\|0.25\|8.16\|8.49\|8.15\|49176;2026-04-28\|8.14\|-0.49\|8.11\|8.28\|8.11\|24117;2026-04-29\|8.42\|3.44\|8.10\|8.42\|8.08\|50038;2026-04-30\|8.71\|3.44\|8.39\|8.75\|8.39\|47868;2026-05-06\|8.63\|-0.92\|8.70\|8.81\|8.44\|56119;2026-05-07\|8.68\|0.58\|8.72\|8.72\|8.54\|29560;2026-05-08\|8.88\|2.30\|8.72\|8.92\|8.68\|34955;2026-05-11\|9.20\|3.60\|8.91\|9.20\|8.91\|39300;2026-05-12\|9.15\|-0.54\|9.20\|9.35\|9.02\|39069;2026-05-13\|9.19\|0.44\|9.15\|9.25\|9.01\|31962;2026-05-14\|9.12\|-0.76\|9.19\|9.28\|9.07\|27924;2026-05-15\|8.95\|-1.86\|9.10\|9.25\|8.78\|39041;2026-05-18\|8.56\|-4.36\|8.95\|8.96\|8.50\|54025;2026-05-19\|8.73\|1.99\|8.58\|8.80\|8.50\|26026;2026-05-20\|8.77\|0.46\|8.66\|8.80\|8.57\|22027;2026-05-21\|8.81\|0.46\|8.70\|9.10\|8.69\|40404;2026-05-22\|9.25\|4.99\|8.91\|9.25\|8.80\|50184;2026-05-25\|9.68\|4.65\|9.38\|9.71\|9.38\|85973;2026-05-26\|9.78\|1.03\|9.68\|9.87\|9.41\|61919;2026-05-27\|9.54\|-2.45\|9.70\|9.89\|9.45\|47343;2026-05-28\|9.59\|0.52\|9.53\|9.79\|9.52\|28894;2026-05-29\|9.31\|-2.92\|9.59\|9.72\|9.21\|34080;2026-06-01\|9.23\|-0.86\|9.40\|9.40\|9.14\|26043;2026-06-02\|9.00\|-2.49\|9.18\|9.18\|8.90\|40058;2026-06-03\|8.71\|-3.22\|9.06\|9.06\|8.64\|27462;2026-06-04\|8.89\|2.07\|8.73\|9.06\|8.73\|25908;2026-06-05\|8.70\|-2.14\|8.99\|8.99\|8.65\|21032;2026-06-08\|8.38\|-3.68\|8.70\|8.70\|8.30\|30226;2026-06-09\|8.43\|0.60\|8.40\|8.60\|8.32\|12605;2026-06-10\|8.18\|-2.97\|8.44\|8.44\|8.05\|25131;2026-06-11\|8.11\|-0.86\|8.10\|8.22\|8.06\|12462;2026-06-12\|8.29\|2.22\|8.13\|8.35\|8.13\|15723;2026-06-15\|8.70\|4.95\|8.33\|8.70\|8.14\|29799;2026-06-16\|8.81\|1.26\|8.74\|8.85\|8.48\|25203;2026-06-17\|8.82\|0.11\|8.94\|9.02\|8.77\|20031;2026-06-22\|8.43\|-3.88\|8.80\|8.97\|8.01\|77536;2026-06-23\|8.51\|0.95\|8.35\|8.86\|8.35\|54983;2026-06-24\|8.26\|-2.94\|8.50\|8.50\|8.08\|46849;2026-06-25\|7.90\|-4.36\|8.36\|8.36\|7.82\|42684;2026-06-26\|8.01\|1.39\|7.90\|8.16\|7.68\|48691;2026-06-29\|8.54\|6.62\|8.00\|8.65\|7.82\|59650;2026-06-30\|8.57\|0.35\|8.44\|8.72\|8.38\|37352;2026-07-01\|8.71\|1.63\|8.56\|8.94\|8.50\|42831;2026-07-02\|8.57\|-1.61\|8.73\|8.85\|8.52\|31782;2026-07-03\|8.61\|0.47\|8.58\|8.77\|8.41\|39810;2026-07-06\|8.60\|-0.12\|8.62\|8.77\|8.39\|46987;2026-07-07\|8.18\|-4.88\|8.54\|8.64\|8.15\|37385;2026-07-08\|8.16\|-0.24\|8.18\|8.25\|8.10\|20786;2026-07-09\|8.11\|-0.61\|8.14\|8.34\|8.01\|30146;2026-07-10\|8.03\|-0.99\|8.34\|8.34\|7.94\|26789;2026-07-13\|7.60\|-5.35\|7.95\|8.06\|7.53\|40661;2026-07-14\|7.64\|0.53\|7.58\|7.72\|7.48\|24863;2026-07-15\|7.66\|0.26\|7.64\|7.79\|7.53\|26202;2026-07-16\|7.71\|0.65\|7.65\|7.87\|7.51\|26609
111552		ST摘帽预期+汽车铝型材+业绩改善行业原因：五矿期货指出，美伊谈判不确定性仍大，仍需关注谈判进展。产业上看铜矿供应维持紧张，废铜原料供应同样偏紧，尽管下游临近淡季，但国内累库压力仍不大。在COMEX-LME铜价差偏强的背景下，短期铜价支撑较强，预计维持高位震荡走势。公司原因： 1、据2026年5月27日互动易，2026年第一季度公司营业收入同比增长17.78%，归母净利润亏损同比收窄38.65%，营收同比改善，亏损同比收窄。 2、据2026年5月19日投资者关系活动记录表，公司确定了以汽车零部件为主的发展方向，并积极采取措施力争撤销退市风险警示；据2026年5月12日及5月14日互动易，间接控股股东江苏步步高置业有限公司已累计向上市公司提供财务资助1.5亿元，并拟追加2000万元无息借款。 3、据2025年年报，公司主要从事工业铝型材、汽车轻量化产品及新能源产品的研发与生产，产品如新能源电池壳体、防撞梁等已在高端车型中广泛应用。	国内工业与建筑铝型材供应商之一；公司光伏边框及支架产品已纳入新能源业务板块，客户覆盖汽车、光伏、轨道交通等多领域	2026-03-09\|2.00\|0.50\|1.98\|2.01\|1.95\|666770;2026-03-10\|1.99\|-0.50\|2.01\|2.02\|1.97\|576418;2026-03-11\|1.96\|-1.51\|1.98\|1.98\|1.95\|621016;2026-03-12\|1.96\|0.00\|1.96\|1.98\|1.95\|534179;2026-03-13\|1.94\|-1.02\|1.95\|1.98\|1.93\|724222;2026-03-16\|2.03\|4.64\|1.93\|2.03\|1.93\|1496328;2026-03-17\|2.00\|-1.48\|2.04\|2.07\|1.99\|802498;2026-03-18\|1.96\|-2.00\|2.00\|2.01\|1.95\|655134;2026-03-19\|1.93\|-1.53\|1.94\|1.96\|1.92\|637091;2026-03-20\|1.89\|-2.07\|1.93\|1.94\|1.88\|638535;2026-03-23\|1.73\|-8.47\|1.85\|1.86\|1.71\|1061686;2026-03-24\|1.84\|6.36\|1.77\|1.85\|1.75\|988188;2026-03-25\|1.87\|1.63\|1.85\|1.87\|1.83\|736537;2026-03-26\|1.79\|-4.28\|1.86\|1.87\|1.78\|653458;2026-03-27\|1.85\|3.35\|1.77\|1.86\|1.76\|634240;2026-03-30\|2.04\|10.27\|1.95\|2.04\|1.94\|1331276;2026-03-31\|2.07\|1.47\|2.07\|2.16\|2.05\|2950428;2026-04-01\|1.98\|-4.35\|2.05\|2.06\|1.95\|1740135;2026-04-02\|1.90\|-4.04\|1.99\|2.00\|1.89\|1077938;2026-04-03\|1.96\|3.16\|1.89\|2.03\|1.81\|1465586;2026-04-07\|1.91\|-2.55\|1.92\|1.93\|1.85\|793130;2026-04-08\|1.94\|1.57\|1.90\|1.94\|1.89\|885549;2026-04-09\|1.88\|-3.09\|1.91\|1.92\|1.87\|657902;2026-04-10\|1.86\|-1.06\|1.88\|1.90\|1.86\|532045;2026-04-13\|1.85\|-0.54\|1.83\|1.86\|1.82\|492766;2026-04-14\|1.84\|-0.54\|1.86\|1.88\|1.80\|656283;2026-04-15\|1.80\|-2.17\|1.84\|1.84\|1.78\|597166;2026-04-16\|1.82\|1.11\|1.79\|1.83\|1.79\|411215;2026-04-17\|1.84\|1.10\|1.75\|1.85\|1.64\|2253121;2026-04-20\|1.96\|6.52\|1.78\|2.00\|1.73\|2649433;2026-04-21\|1.84\|-6.12\|1.95\|1.95\|1.82\|1655396;2026-04-22\|1.75\|-4.89\|1.82\|1.83\|1.74\|1144096;2026-04-23\|1.71\|-2.29\|1.75\|1.75\|1.69\|719894;2026-04-24\|1.68\|-1.75\|1.68\|1.71\|1.66\|723042;2026-04-27\|1.60\|-4.76\|1.65\|1.65\|1.55\|1216590;2026-04-28\|1.56\|-2.50\|1.58\|1.60\|1.55\|808473;2026-04-30\|1.48\|-5.13\|1.48\|1.48\|1.48\|207046;2026-05-06\|1.41\|-4.73\|1.41\|1.41\|1.41\|130481;2026-05-07\|1.34\|-4.96\|1.34\|1.34\|1.34\|165164;2026-05-08\|1.27\|-5.22\|1.27\|1.27\|1.27\|176428;2026-05-11\|1.33\|4.72\|1.22\|1.33\|1.22\|1331553;2026-05-12\|1.40\|5.26\|1.40\|1.40\|1.40\|81565;2026-05-13\|1.47\|5.00\|1.47\|1.47\|1.40\|1475238;2026-05-14\|1.54\|4.76\|1.47\|1.54\|1.46\|1103381;2026-05-15\|1.46\|-5.19\|1.54\|1.58\|1.46\|1067985;2026-05-18\|1.42\|-2.74\|1.49\|1.50\|1.39\|740509;2026-05-19\|1.44\|1.41\|1.41\|1.44\|1.35\|603982;2026-05-20\|1.37\|-4.86\|1.41\|1.42\|1.37\|456855;2026-05-21\|1.39\|1.46\|1.39\|1.43\|1.38\|476970;2026-05-22\|1.46\|5.04\|1.40\|1.46\|1.38\|556871;2026-05-25\|1.49\|2.05\|1.50\|1.53\|1.47\|791262;2026-05-26\|1.44\|-3.36\|1.49\|1.50\|1.42\|583409;2026-05-27\|1.45\|0.69\|1.44\|1.50\|1.42\|455793;2026-05-28\|1.47\|1.38\|1.44\|1.48\|1.42\|315683;2026-05-29\|1.44\|-2.04\|1.45\|1.49\|1.43\|372039;2026-06-01\|1.43\|-0.69\|1.43\|1.44\|1.40\|387629;2026-06-02\|1.50\|4.90\|1.44\|1.50\|1.44\|621190;2026-06-03\|1.58\|5.33\|1.58\|1.58\|1.58\|71064;2026-06-04\|1.66\|5.06\|1.66\|1.66\|1.66\|64155;2026-06-05\|1.70\|2.41\|1.66\|1.74\|1.58\|1701965;2026-06-08\|1.62\|-4.71\|1.63\|1.72\|1.62\|858045;2026-06-09\|1.58\|-2.47\|1.63\|1.66\|1.57\|479590;2026-06-10\|1.50\|-5.06\|1.56\|1.58\|1.50\|483862;2026-06-11\|1.51\|0.67\|1.48\|1.53\|1.43\|457788;2026-06-12\|1.49\|-1.32\|1.52\|1.54\|1.48\|355186;2026-06-15\|1.51\|1.34\|1.50\|1.56\|1.50\|330007;2026-06-16\|1.50\|-0.66\|1.49\|1.51\|1.45\|345226;2026-06-17\|1.44\|-4.00\|1.49\|1.49\|1.44\|333955;2026-06-18\|1.39\|-3.47\|1.43\|1.45\|1.38\|359927;2026-06-22\|1.36\|-2.16\|1.40\|1.42\|1.32\|398830;2026-06-23\|1.35\|-0.74\|1.35\|1.41\|1.34\|340762;2026-06-24\|1.29\|-4.44\|1.33\|1.34\|1.28\|382613;2026-06-25\|1.24\|-3.88\|1.29\|1.30\|1.23\|355578;2026-06-26\|1.25\|0.81\|1.25\|1.29\|1.19\|403789;2026-06-29\|1.22\|-2.40\|1.25\|1.26\|1.20\|281589;2026-06-30\|1.27\|4.10\|1.21\|1.27\|1.19\|286019;2026-07-01\|1.30\|2.36\|1.24\|1.32\|1.24\|415644;2026-07-02\|1.32\|1.54\|1.29\|1.34\|1.28\|302011;2026-07-03\|1.39\|5.30\|1.32\|1.39\|1.31\|373402;2026-07-06\|1.35\|-2.88\|1.40\|1.44\|1.34\|427778;2026-07-07\|1.24\|-8.15\|1.35\|1.35\|1.22\|509822;2026-07-08\|1.31\|5.65\|1.26\|1.35\|1.26\|403878;2026-07-09\|1.32\|0.76\|1.28\|1.35\|1.27\|339688;2026-07-10\|1.31\|-0.76\|1.31\|1.33\|1.27\|285352;2026-07-13\|1.28\|-2.29\|1.33\|1.34\|1.27\|255761;2026-07-14\|1.31\|2.34\|1.28\|1.33\|1.26\|257865;2026-07-15\|1.30\|-0.76\|1.30\|1.31\|1.28\|206314;2026-07-16\|1.33\|2.31\|1.29\|1.34\|1.28\|351733
111551		ST板块+积极化解相关风险+农田建设+河南国资 1、据2026年7月1日互动易，公司被实施其他风险警示后，正积极通过各类举措化解相关风险，包括加快推进存量资产盘活、以资抵债相关工作，加大清收工作力度，同时进一步聚焦主业提质、强化成本管控与市场拓展等。 2、据2026年5月19日业绩说明会，公司依托先发优势在高标准农田领域已累计中标高标准农田建设的面积超百万亩，中标规模已在河南省前列；公司明确“一体两翼”发展战略，其中一翼“乡村振兴”主要包含数智农业、轻资产文旅综合运营等方向。 3、据2026年5月19日业绩说明会，公司控股股东为河南省豫资保障房管理运营有限公司，实控人为河南省人民政府国有资产监督管理委员会；控股股东2026年度计划向公司提供42亿元关联借款额度及34亿元融资担保额度支持。	公司实际控制人变更为河南省国资委；公司通过产业基金参股英国西布朗足球俱乐部；体育产业项目上，公司积极在全国范围内参与体育公园、全民健身中心、公共体育场馆、体育特色小镇等体育产业项目的建设工作	2026-03-09\|2.67\|-0.37\|2.65\|2.69\|2.61\|352249;2026-03-10\|2.75\|3.00\|2.69\|2.77\|2.68\|530008;2026-03-11\|2.74\|-0.36\|2.76\|2.77\|2.71\|429656;2026-03-12\|2.71\|-1.09\|2.73\|2.76\|2.70\|341296;2026-03-13\|2.72\|0.37\|2.71\|2.78\|2.70\|506058;2026-03-16\|2.79\|2.57\|2.72\|2.80\|2.71\|516343;2026-03-17\|2.75\|-1.43\|2.78\|2.84\|2.74\|386987;2026-03-18\|2.74\|-0.36\|2.77\|2.77\|2.71\|331167;2026-03-19\|2.72\|-0.73\|2.74\|2.78\|2.71\|383612;2026-03-20\|2.68\|-1.47\|2.75\|2.80\|2.67\|503113;2026-03-23\|2.55\|-4.85\|2.62\|2.70\|2.53\|588025;2026-03-24\|2.72\|6.67\|2.64\|2.74\|2.57\|640171;2026-03-25\|2.80\|2.94\|2.73\|2.82\|2.69\|581219;2026-03-26\|2.82\|0.71\|2.80\|2.93\|2.78\|1106006;2026-03-27\|2.79\|-1.06\|2.80\|2.83\|2.76\|690142;2026-03-30\|2.89\|3.58\|2.75\|2.92\|2.74\|1160193;2026-03-31\|2.86\|-1.04\|2.87\|2.98\|2.82\|973484;2026-04-01\|2.80\|-2.10\|2.89\|3.03\|2.75\|1555109;2026-04-02\|2.71\|-3.21\|2.81\|2.87\|2.70\|1108178;2026-04-03\|2.52\|-7.01\|2.73\|2.75\|2.51\|884201;2026-04-07\|2.77\|9.92\|2.55\|2.77\|2.52\|812148;2026-04-08\|2.83\|2.17\|2.85\|2.85\|2.73\|985301;2026-04-09\|2.73\|-3.53\|2.85\|2.85\|2.72\|770911;2026-04-10\|2.59\|-5.13\|2.77\|2.78\|2.57\|1024701;2026-04-13\|2.70\|4.25\|2.56\|2.85\|2.56\|1132833;2026-04-14\|2.68\|-0.74\|2.64\|2.73\|2.63\|780750;2026-04-15\|2.59\|-3.36\|2.68\|2.68\|2.59\|575300;2026-04-16\|2.60\|0.39\|2.59\|2.62\|2.56\|433724;2026-04-17\|2.57\|-1.15\|2.59\|2.60\|2.53\|407300;2026-04-20\|2.58\|0.39\|2.57\|2.58\|2.52\|324538;2026-04-21\|2.54\|-1.55\|2.57\|2.58\|2.53\|227810;2026-04-22\|2.47\|-2.76\|2.53\|2.54\|2.46\|396339;2026-04-23\|2.40\|-2.83\|2.46\|2.47\|2.39\|421532;2026-04-24\|2.42\|0.83\|2.38\|2.46\|2.37\|245677;2026-04-28\|2.30\|-4.96\|2.30\|2.30\|2.30\|12191;2026-04-29\|2.19\|-4.78\|2.19\|2.19\|2.19\|11561;2026-04-30\|2.08\|-5.02\|2.08\|2.08\|2.08\|20277;2026-05-06\|1.98\|-4.81\|1.98\|1.98\|1.98\|36123;2026-05-07\|1.88\|-5.05\|1.88\|1.88\|1.88\|86177;2026-05-08\|1.79\|-4.79\|1.79\|1.79\|1.79\|83389;2026-05-11\|1.70\|-5.03\|1.70\|1.70\|1.70\|81953;2026-05-12\|1.79\|5.29\|1.70\|1.79\|1.70\|880832;2026-05-13\|1.78\|-0.56\|1.79\|1.85\|1.71\|987255;2026-05-14\|1.69\|-5.06\|1.74\|1.76\|1.69\|628502;2026-05-15\|1.61\|-4.73\|1.65\|1.67\|1.61\|510329;2026-05-18\|1.69\|4.97\|1.55\|1.69\|1.53\|649518;2026-05-19\|1.73\|2.37\|1.69\|1.77\|1.66\|584874;2026-05-20\|1.68\|-2.89\|1.71\|1.73\|1.68\|379341;2026-05-21\|1.60\|-4.76\|1.67\|1.69\|1.60\|308057;2026-05-22\|1.68\|5.00\|1.62\|1.68\|1.61\|306526;2026-05-25\|1.62\|-3.57\|1.66\|1.67\|1.60\|389032;2026-05-26\|1.56\|-3.70\|1.60\|1.62\|1.55\|245526;2026-05-27\|1.50\|-3.85\|1.55\|1.59\|1.48\|310704;2026-05-28\|1.58\|5.33\|1.52\|1.58\|1.50\|310418;2026-05-29\|1.60\|1.27\|1.57\|1.66\|1.56\|405897;2026-06-01\|1.68\|5.00\|1.60\|1.68\|1.59\|318964;2026-06-02\|1.68\|0.00\|1.71\|1.73\|1.65\|368194;2026-06-03\|1.62\|-3.57\|1.68\|1.70\|1.61\|289275;2026-06-04\|1.65\|1.85\|1.59\|1.70\|1.56\|302430;2026-06-05\|1.63\|-1.21\|1.62\|1.67\|1.60\|218808;2026-06-08\|1.58\|-3.07\|1.60\|1.63\|1.57\|162600;2026-06-09\|1.57\|-0.63\|1.60\|1.61\|1.55\|120446;2026-06-10\|1.52\|-3.18\|1.55\|1.57\|1.51\|161926;2026-06-11\|1.51\|-0.66\|1.51\|1.54\|1.50\|114729;2026-06-12\|1.52\|0.66\|1.52\|1.55\|1.50\|138980;2026-06-15\|1.51\|-0.66\|1.53\|1.56\|1.50\|139951;2026-06-16\|1.53\|1.32\|1.52\|1.54\|1.48\|189377;2026-06-17\|1.49\|-2.61\|1.53\|1.53\|1.48\|180581;2026-06-18\|1.42\|-4.70\|1.46\|1.47\|1.42\|237010;2026-06-22\|1.38\|-2.82\|1.42\|1.43\|1.35\|253275;2026-06-23\|1.37\|-0.72\|1.37\|1.43\|1.36\|202983;2026-06-24\|1.30\|-5.11\|1.36\|1.37\|1.30\|244610;2026-06-25\|1.24\|-4.62\|1.28\|1.28\|1.24\|252386;2026-06-26\|1.26\|1.61\|1.20\|1.28\|1.18\|378653;2026-06-29\|1.20\|-4.76\|1.24\|1.24\|1.20\|233891;2026-06-30\|1.21\|0.83\|1.18\|1.25\|1.18\|168310;2026-07-01\|1.26\|4.13\|1.21\|1.27\|1.21\|306716;2026-07-02\|1.32\|4.76\|1.27\|1.32\|1.25\|213612;2026-07-03\|1.36\|3.03\|1.35\|1.38\|1.31\|408214;2026-07-06\|1.33\|-2.21\|1.35\|1.43\|1.31\|329958;2026-07-07\|1.26\|-5.26\|1.31\|1.32\|1.24\|255621;2026-07-08\|1.32\|4.76\|1.25\|1.35\|1.24\|311858;2026-07-09\|1.30\|-1.52\|1.33\|1.38\|1.27\|363400;2026-07-10\|1.33\|2.31\|1.32\|1.36\|1.30\|268021;2026-07-13\|1.28\|-3.76\|1.34\|1.37\|1.27\|294642;2026-07-14\|1.34\|4.69\|1.28\|1.34\|1.27\|263523;2026-07-15\|1.32\|-1.49\|1.32\|1.36\|1.30\|261495;2026-07-16\|1.39\|5.30\|1.31\|1.39\|1.31\|407946
111550	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	算力服务器PCB+业绩预增+产能扩张行业原因： 1、在英伟达GTC大会上，CEO黄仁勋宣布推出Nvidia Groq 3 LPU芯片，将其正式纳入Vera Rubin平台体系，作为下一代AI数据中心的核心推理加速组件。 2、天风国际分析师郭明錤报告指出，在英伟达入股Groq之后，LPU出货量预测已大幅上调，较历史年产量实现约10倍以上的数量级增长。LPU/LPX机架的规模化量产将对PCB供应链产生重大影响。公司原因： 1、据2026年1月16日公告，公司预计2025年净利润9.80-10.20亿元，同比增长44.95%-50.87%，主因算力基础设施需求旺盛。 2、据2025年12月23日机构调研，广州工厂技改、黄石工厂技改及泰国一期爬产预计2026年合计新增产能20亿元以上。 3、据2025年10月9日互动易，公司PCB产品已用于AI服务器、交换机、光模块等核心设备。	公司拥有CPU PCB产品	2026-03-09\|109.30\|-1.11\|107.00\|109.93\|100.51\|89272;2026-03-10\|120.23\|10.00\|111.96\|120.23\|111.30\|75082;2026-03-11\|124.10\|3.22\|123.74\|127.88\|122.57\|117888;2026-03-12\|119.90\|-3.38\|124.00\|127.49\|118.16\|94297;2026-03-13\|119.57\|-0.28\|119.08\|122.18\|115.60\|98519;2026-03-16\|117.00\|-2.15\|118.95\|118.95\|114.36\|75988;2026-03-17\|108.80\|-7.01\|118.33\|119.33\|108.50\|78175;2026-03-18\|119.68\|10.00\|110.45\|119.68\|109.56\|91640;2026-03-19\|115.73\|-3.30\|119.00\|120.08\|114.80\|94368;2026-03-20\|110.03\|-4.93\|116.95\|117.49\|109.79\|110693;2026-03-23\|99.03\|-10.00\|106.00\|106.00\|99.03\|108138;2026-03-24\|102.88\|3.89\|101.00\|103.38\|99.08\|75587;2026-03-25\|106.47\|3.49\|105.75\|109.60\|105.45\|79106;2026-03-26\|114.93\|7.95\|107.00\|117.12\|106.77\|187712;2026-03-27\|114.87\|-0.05\|112.58\|117.61\|110.81\|155033;2026-03-30\|117.35\|2.16\|111.00\|120.45\|111.00\|110661;2026-03-31\|116.33\|-0.87\|117.43\|122.00\|114.00\|95364;2026-04-01\|120.35\|3.46\|119.50\|124.00\|118.00\|98704;2026-04-02\|115.79\|-3.79\|120.88\|121.00\|115.00\|65891;2026-04-03\|116.90\|0.96\|116.65\|122.26\|115.60\|78305;2026-04-07\|114.20\|-2.31\|116.40\|117.80\|112.85\|73288;2026-04-08\|125.62\|10.00\|118.77\|125.62\|117.61\|88975;2026-04-09\|127.12\|1.19\|128.13\|133.70\|126.14\|141250;2026-04-10\|126.81\|-0.24\|128.00\|130.51\|125.10\|109530;2026-04-13\|132.00\|4.09\|126.62\|133.67\|126.61\|129923;2026-04-14\|133.08\|0.82\|133.20\|138.50\|130.50\|134776;2026-04-15\|127.86\|-3.92\|132.88\|133.21\|127.36\|100742;2026-04-16\|135.65\|6.09\|128.97\|136.66\|128.02\|98440;2026-04-17\|149.22\|10.00\|137.02\|149.22\|137.02\|105939;2026-04-20\|148.30\|-0.62\|151.90\|153.88\|146.24\|130231;2026-04-21\|158.30\|6.74\|148.30\|159.80\|147.80\|119000;2026-04-22\|158.52\|0.14\|158.28\|163.06\|156.48\|105070;2026-04-23\|168.38\|6.22\|160.12\|172.88\|157.00\|148424;2026-04-24\|170.60\|1.32\|171.83\|185.22\|167.80\|177282;2026-04-27\|172.20\|0.94\|174.86\|179.61\|170.00\|115582;2026-04-28\|165.11\|-4.12\|172.17\|175.00\|164.00\|119783;2026-04-29\|164.00\|-0.67\|163.01\|167.10\|159.22\|92775;2026-04-30\|163.25\|-0.46\|165.02\|169.18\|161.60\|94561;2026-05-06\|179.58\|10.00\|169.51\|179.58\|169.51\|110066;2026-05-07\|180.32\|0.41\|183.17\|183.99\|175.20\|131937;2026-05-08\|173.00\|-4.06\|177.08\|178.87\|172.13\|82814;2026-05-11\|190.30\|10.00\|177.77\|190.30\|177.77\|135817;2026-05-12\|190.68\|0.20\|194.30\|194.95\|185.88\|92123;2026-05-13\|194.78\|2.15\|187.88\|197.32\|186.35\|94527;2026-05-14\|186.00\|-4.51\|196.58\|197.87\|185.82\|72021;2026-05-15\|180.68\|-2.86\|186.81\|188.80\|176.90\|74349;2026-05-18\|178.80\|-1.04\|178.51\|182.40\|175.68\|68469;2026-05-19\|176.32\|-1.39\|176.36\|177.90\|168.50\|72983;2026-05-20\|179.33\|1.71\|176.50\|181.00\|175.78\|72841;2026-05-21\|178.90\|-0.24\|183.60\|192.50\|176.88\|93356;2026-05-22\|195.01\|9.01\|181.20\|196.79\|180.20\|133358;2026-05-25\|191.00\|-2.06\|196.01\|197.50\|184.00\|115882;2026-05-26\|193.41\|1.26\|193.30\|199.00\|187.33\|103466;2026-05-27\|182.09\|-5.85\|191.95\|194.80\|179.50\|103409;2026-05-28\|185.30\|1.76\|181.05\|186.88\|176.88\|83300;2026-05-29\|196.48\|6.03\|197.00\|199.74\|189.77\|135225;2026-06-01\|182.30\|-7.22\|195.50\|196.68\|176.83\|168770;2026-06-02\|181.06\|-0.68\|182.09\|186.25\|173.00\|100550;2026-06-03\|177.55\|-1.94\|180.00\|189.20\|173.68\|117713;2026-06-04\|182.61\|2.85\|173.98\|183.83\|173.20\|98281;2026-06-05\|174.02\|-4.70\|179.06\|180.46\|172.55\|72563;2026-06-08\|175.60\|0.91\|167.12\|179.66\|164.00\|80112;2026-06-09\|189.25\|7.77\|179.98\|190.68\|177.91\|99426;2026-06-10\|181.40\|-4.15\|189.39\|189.39\|178.85\|80399;2026-06-11\|176.72\|-2.58\|181.44\|184.50\|174.00\|46213;2026-06-12\|178.40\|0.95\|182.00\|188.50\|177.67\|76991;2026-06-15\|192.46\|7.88\|182.02\|192.50\|179.54\|94608;2026-06-16\|194.95\|1.29\|193.02\|197.18\|187.92\|83111;2026-06-17\|205.80\|5.57\|190.60\|206.66\|190.60\|112220;2026-06-18\|201.46\|-2.11\|205.80\|206.00\|200.01\|90376;2026-06-22\|192.10\|-4.65\|205.00\|205.01\|188.36\|111000;2026-06-23\|182.90\|-4.79\|190.18\|190.58\|180.67\|84005;2026-06-24\|184.00\|0.60\|182.00\|185.30\|178.89\|81609;2026-06-25\|200.80\|9.13\|186.00\|201.65\|180.56\|132174;2026-06-26\|220.88\|10.00\|210.29\|220.88\|207.11\|195892;2026-06-29\|220.49\|-0.18\|225.00\|228.98\|214.00\|186014;2026-06-30\|237.25\|7.60\|222.40\|238.26\|214.08\|139939;2026-07-01\|216.50\|-8.75\|235.20\|236.59\|213.53\|164572;2026-07-02\|196.80\|-9.10\|211.05\|212.83\|194.89\|115331;2026-07-03\|203.00\|3.15\|193.29\|211.11\|193.04\|94886;2026-07-06\|191.74\|-5.55\|203.99\|207.00\|185.55\|87019;2026-07-07\|184.37\|-3.84\|191.00\|193.00\|178.57\|68185;2026-07-08\|181.50\|-1.56\|190.38\|199.89\|179.84\|146278;2026-07-09\|183.32\|1.00\|185.00\|186.00\|168.10\|161702;2026-07-10\|175.26\|-4.06\|183.88\|190.18\|174.38\|117883;2026-07-13\|169.10\|-3.51\|175.66\|179.90\|168.02\|77418;2026-07-14\|186.01\|10.00\|170.53\|186.01\|168.38\|136420;2026-07-15\|196.50\|5.64\|197.00\|204.61\|193.27\|193788;2026-07-16\|195.63\|-0.44\|192.57\|206.19\|186.78\|130326
111549	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-03-09\|44.60\|-0.87\|43.33\|44.85\|42.00\|471289;2026-03-10\|46.71\|4.73\|45.67\|47.11\|45.60\|453096;2026-03-11\|46.08\|-1.35\|46.72\|47.57\|45.92\|331670;2026-03-12\|46.01\|-0.15\|45.87\|47.08\|44.90\|336905;2026-03-13\|45.98\|-0.07\|46.00\|47.00\|45.11\|456380;2026-03-16\|45.53\|-0.98\|46.50\|46.66\|43.63\|461948;2026-03-17\|42.51\|-6.63\|45.90\|46.00\|42.47\|448295;2026-03-18\|44.01\|3.53\|43.15\|44.07\|42.16\|346496;2026-03-19\|41.94\|-4.70\|42.86\|43.10\|41.67\|319071;2026-03-20\|41.54\|-0.95\|42.47\|42.98\|41.30\|375472;2026-03-23\|39.04\|-6.02\|40.54\|41.17\|38.90\|425074;2026-03-24\|40.30\|3.23\|39.90\|40.69\|38.45\|349609;2026-03-25\|41.19\|2.21\|41.00\|42.58\|40.90\|363084;2026-03-26\|40.41\|-1.89\|41.20\|41.96\|40.29\|286534;2026-03-27\|40.08\|-0.82\|39.62\|40.71\|38.80\|309202;2026-03-30\|40.85\|1.92\|39.65\|41.29\|39.11\|351984;2026-03-31\|39.27\|-3.87\|40.49\|40.78\|39.11\|281041;2026-04-01\|41.17\|4.84\|41.58\|42.80\|40.91\|450337;2026-04-02\|39.52\|-4.01\|41.17\|41.29\|39.13\|266604;2026-04-03\|39.72\|0.51\|39.91\|40.95\|39.68\|283310;2026-04-07\|40.67\|2.39\|39.98\|41.48\|39.80\|334457;2026-04-08\|43.73\|7.52\|42.18\|43.78\|41.73\|533849;2026-04-09\|43.09\|-1.46\|42.86\|43.86\|42.60\|321901;2026-04-10\|45.58\|5.78\|43.80\|46.38\|43.71\|583640;2026-04-13\|50.14\|10.00\|45.00\|50.14\|45.00\|639829;2026-04-14\|51.70\|3.11\|50.53\|51.93\|49.14\|832143;2026-04-15\|48.51\|-6.17\|50.70\|51.88\|47.99\|754519;2026-04-16\|48.85\|0.70\|48.76\|50.16\|48.03\|508442;2026-04-17\|49.30\|0.92\|48.24\|50.38\|47.73\|557821;2026-04-20\|49.29\|-0.02\|49.38\|51.30\|49.00\|527669;2026-04-21\|50.73\|2.92\|49.30\|51.19\|49.30\|514540;2026-04-22\|51.73\|1.97\|50.60\|51.81\|49.88\|552113;2026-04-23\|53.12\|2.69\|52.70\|55.30\|52.40\|760744;2026-04-24\|52.52\|-1.13\|52.00\|53.40\|50.86\|443825;2026-04-27\|52.07\|-0.86\|53.56\|54.24\|51.80\|447717;2026-04-28\|53.38\|2.52\|52.15\|54.93\|51.01\|538013;2026-04-29\|56.90\|6.59\|52.75\|57.58\|52.66\|581743;2026-04-30\|55.17\|-3.04\|57.01\|57.23\|53.51\|485406;2026-05-06\|60.69\|10.01\|56.21\|60.69\|56.21\|454719;2026-05-07\|63.18\|4.10\|62.95\|63.85\|60.52\|591766;2026-05-08\|62.40\|-1.23\|62.36\|64.93\|61.18\|395113;2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|66.64\|-6.00\|69.48\|71.68\|65.88\|507589;2026-07-14\|72.35\|8.57\|66.60\|72.92\|65.31\|507603;2026-07-15\|67.62\|-6.54\|72.29\|74.00\|67.39\|377886;2026-07-16\|60.86\|-10.00\|65.00\|65.88\|60.86\|487919
111548	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB钻针+AI算力+业绩高增行业原因：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，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年3月27日年报，公司PCB钻针全球市占率前二，已批量供应AI服务器客户，并完成50倍高长径比钻针技术储备。 2、据2026年4月16日公告，公司2026年一季度实现营收8.14亿元，同比增长92.33%；归母净利润2.61亿元，同比增长259.00%。 3、据2026年4月20日机构调研，公司目前订单充足，钻针月产能已达1.3亿支，并计划根据下游需求稳步推进新增产能释放。	公司为全球PCB钻针龙头，客户覆盖胜宏科技、深南电路、方正科技、景旺电子等国内外 PCB 知名厂商。	2026-03-09\|186.30\|-2.82\|186.00\|190.18\|171.11\|39064;2026-03-10\|194.87\|4.60\|188.07\|196.88\|188.07\|31020;2026-03-11\|191.55\|-1.70\|195.00\|201.57\|190.08\|25734;2026-03-12\|182.33\|-4.81\|190.26\|194.36\|180.00\|33946;2026-03-13\|180.80\|-0.84\|180.79\|184.42\|178.22\|24521;2026-03-16\|193.50\|7.02\|182.80\|195.98\|179.00\|39961;2026-03-17\|184.20\|-4.81\|193.51\|198.51\|183.65\|31105;2026-03-18\|187.47\|1.78\|185.13\|189.60\|184.17\|25231;2026-03-19\|179.98\|-4.00\|183.20\|185.99\|178.10\|24445;2026-03-20\|177.59\|-1.33\|182.41\|185.00\|175.68\|39847;2026-03-23\|166.03\|-6.51\|173.87\|178.00\|165.08\|28080;2026-03-24\|173.62\|4.57\|170.14\|174.99\|167.01\|24766;2026-03-25\|182.26\|4.98\|174.63\|182.98\|174.63\|27022;2026-03-26\|181.11\|-0.63\|181.51\|184.97\|179.23\|22001;2026-03-27\|181.52\|0.23\|176.19\|186.71\|172.17\|28953;2026-03-30\|193.08\|6.37\|180.00\|196.00\|179.00\|46264;2026-03-31\|192.96\|-0.06\|192.70\|197.00\|187.60\|42010;2026-04-01\|193.90\|0.49\|198.31\|198.50\|190.36\|29102;2026-04-02\|185.21\|-4.48\|192.15\|194.34\|184.04\|25630;2026-04-03\|193.11\|4.27\|186.24\|199.30\|186.24\|37902;2026-04-07\|194.95\|0.95\|192.16\|201.77\|192.16\|26196;2026-04-08\|211.01\|8.24\|202.77\|211.95\|200.00\|41061;2026-04-09\|205.95\|-2.40\|208.79\|216.10\|205.02\|36360;2026-04-10\|214.71\|4.25\|206.03\|218.88\|205.00\|36924;2026-04-13\|211.58\|-1.46\|212.00\|214.30\|209.51\|35064;2026-04-14\|228.55\|8.02\|213.00\|229.00\|212.08\|45369;2026-04-15\|217.30\|-4.92\|230.00\|243.70\|212.30\|82534;2026-04-16\|216.64\|-0.30\|220.00\|224.00\|207.02\|79568;2026-04-17\|225.22\|3.96\|217.17\|227.94\|209.43\|57806;2026-04-20\|227.50\|1.01\|225.83\|243.50\|224.30\|54864;2026-04-21\|227.00\|-0.22\|226.00\|228.68\|222.53\|36391;2026-04-22\|236.69\|4.27\|228.00\|236.99\|223.59\|44996;2026-04-23\|223.35\|-5.64\|236.70\|239.88\|220.01\|50714;2026-04-24\|216.68\|-2.99\|223.38\|227.80\|215.13\|35645;2026-04-27\|229.16\|5.76\|220.00\|237.55\|219.49\|50790;2026-04-28\|223.00\|-2.48\|228.50\|230.67\|220.81\|33789;2026-04-29\|228.00\|2.24\|222.99\|235.00\|220.82\|35196;2026-04-30\|234.66\|2.92\|228.31\|235.85\|225.01\|29979;2026-05-06\|237.55\|1.23\|235.00\|244.57\|231.00\|44772;2026-05-07\|235.06\|-1.05\|237.00\|238.89\|227.28\|36118;2026-05-08\|237.38\|0.99\|231.34\|243.50\|226.96\|41512;2026-05-11\|235.35\|-0.86\|238.50\|239.88\|228.00\|40933;2026-05-12\|237.97\|1.11\|237.35\|238.50\|230.02\|36579;2026-05-13\|236.77\|-0.50\|231.59\|241.16\|228.08\|49415;2026-05-14\|226.00\|-4.55\|239.01\|241.00\|223.82\|45048;2026-05-15\|247.69\|9.60\|228.21\|250.99\|226.62\|86784;2026-05-18\|253.68\|2.42\|240.00\|258.00\|225.00\|71987;2026-05-19\|247.99\|-2.24\|253.61\|258.61\|237.96\|36980;2026-05-20\|248.05\|0.02\|246.71\|252.30\|244.12\|32180;2026-05-21\|258.86\|4.36\|249.20\|277.75\|249.00\|60100;2026-05-22\|310.63\|20.00\|262.00\|310.63\|262.00\|61797;2026-05-25\|327.49\|5.43\|330.01\|332.66\|308.11\|74993;2026-05-26\|327.23\|-0.08\|320.94\|334.28\|301.58\|98271;2026-05-27\|347.08\|6.07\|326.94\|354.98\|322.01\|91063;2026-05-28\|369.62\|6.49\|343.90\|377.10\|336.89\|77398;2026-05-29\|350.72\|-5.11\|368.00\|368.11\|346.00\|60038;2026-06-01\|338.37\|-3.52\|344.42\|355.86\|331.11\|66862;2026-06-02\|344.28\|1.75\|338.37\|357.32\|338.04\|53579;2026-06-03\|384.74\|11.75\|344.28\|403.00\|338.11\|80372;2026-06-04\|408.52\|6.18\|378.00\|416.27\|372.00\|65833;2026-06-05\|395.91\|-3.09\|408.50\|425.80\|390.32\|56730;2026-06-08\|424.63\|7.25\|388.00\|443.99\|375.73\|65748;2026-06-09\|439.30\|3.45\|425.00\|443.90\|411.63\|56572;2026-06-10\|432.20\|-1.62\|433.64\|437.00\|414.58\|47385;2026-06-11\|430.89\|-0.30\|429.65\|444.00\|415.00\|44250;2026-06-12\|471.30\|9.38\|443.82\|477.37\|438.81\|65617;2026-06-15\|553.56\|17.45\|477.42\|556.00\|459.00\|58300;2026-06-16\|553.58\|0.00\|549.00\|577.65\|534.90\|63788;2026-06-17\|590.00\|6.58\|539.00\|598.68\|536.01\|55554;2026-06-18\|600.00\|1.69\|570.10\|628.18\|570.01\|42140;2026-06-22\|659.60\|9.93\|605.00\|666.00\|600.00\|48439;2026-06-23\|600.00\|-9.04\|644.80\|644.80\|583.87\|53247;2026-06-24\|620.00\|3.33\|580.83\|635.90\|580.06\|47566;2026-06-25\|640.50\|3.31\|620.00\|649.99\|603.18\|40364;2026-06-26\|590.00\|-7.88\|640.00\|662.30\|589.07\|55708;2026-06-29\|553.80\|-6.14\|579.39\|588.00\|530.00\|82700;2026-06-30\|550.90\|-0.52\|557.16\|565.00\|526.80\|72275;2026-07-01\|555.30\|0.80\|551.69\|565.20\|532.00\|69906;2026-07-02\|531.00\|-4.38\|537.99\|566.76\|527.00\|56934;2026-07-03\|518.04\|-2.44\|527.54\|539.00\|510.77\|50277;2026-07-06\|486.00\|-6.18\|509.89\|528.81\|484.07\|58562;2026-07-07\|488.89\|0.59\|493.32\|503.32\|479.00\|37914;2026-07-08\|473.08\|-3.23\|498.67\|502.00\|471.32\|37963;2026-07-09\|484.08\|2.33\|486.45\|489.00\|450.30\|47557;2026-07-10\|466.94\|-3.54\|490.00\|505.98\|465.00\|50230;2026-07-13\|437.70\|-6.26\|465.52\|466.69\|431.00\|60164;2026-07-14\|495.85\|13.29\|445.80\|499.58\|442.00\|70076;2026-07-15\|467.88\|-5.64\|503.66\|505.50\|466.15\|52072;2026-07-16\|463.19\|-1.00\|452.88\|481.94\|449.55\|44970
111547	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	覆铜板龙头+AI PCB+上证50调入行业原因： 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、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-09\|60.92\|-4.81\|61.38\|61.72\|58.07\|561772;2026-03-10\|64.41\|5.73\|62.40\|64.49\|62.36\|541019;2026-03-11\|63.50\|-1.41\|65.00\|65.82\|63.15\|409653;2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841
111546	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：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，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-03-09\|86.65\|-3.45\|88.78\|88.78\|83.00\|16986;2026-03-10\|91.40\|5.48\|88.38\|92.18\|88.38\|14997;2026-03-11\|95.80\|4.81\|91.67\|101.00\|91.67\|37805;2026-03-12\|101.00\|5.43\|98.94\|104.99\|98.52\|52823;2026-03-13\|96.01\|-4.94\|99.50\|99.50\|95.55\|21748;2026-03-16\|93.42\|-2.70\|94.80\|95.98\|91.17\|17934;2026-03-17\|86.87\|-7.01\|95.03\|95.80\|86.87\|20499;2026-03-18\|87.51\|0.74\|88.16\|88.58\|86.00\|14790;2026-03-19\|86.07\|-1.65\|86.07\|88.13\|84.20\|16148;2026-03-20\|84.62\|-1.68\|87.29\|90.02\|84.29\|21543;2026-03-23\|77.03\|-8.97\|83.20\|83.99\|76.69\|20996;2026-03-24\|82.20\|6.71\|80.00\|82.67\|76.68\|17727;2026-03-25\|82.91\|0.86\|82.76\|85.90\|82.74\|16736;2026-03-26\|79.70\|-3.87\|82.56\|83.46\|79.12\|11760;2026-03-27\|82.89\|4.00\|78.55\|85.80\|77.51\|17598;2026-03-30\|83.50\|0.74\|81.81\|83.92\|81.30\|14444;2026-03-31\|81.22\|-2.73\|82.19\|84.30\|80.58\|16571;2026-04-01\|84.80\|4.41\|82.80\|86.30\|82.80\|21831;2026-04-02\|79.84\|-5.85\|85.39\|85.39\|79.08\|16019;2026-04-03\|79.79\|-0.06\|79.54\|81.84\|79.40\|9638;2026-04-07\|80.45\|0.83\|80.38\|83.89\|79.81\|13179;2026-04-08\|88.90\|10.50\|83.30\|89.27\|82.99\|24137;2026-04-09\|87.45\|-1.63\|87.53\|89.22\|87.01\|16531;2026-04-10\|88.02\|0.65\|88.01\|89.58\|86.72\|17604;2026-04-13\|90.88\|3.25\|86.90\|91.98\|86.72\|21531;2026-04-14\|92.36\|1.63\|91.87\|95.42\|90.89\|25338;2026-04-15\|90.90\|-1.58\|94.21\|94.96\|90.40\|17605;2026-04-16\|90.63\|-0.30\|90.89\|92.50\|89.84\|18850;2026-04-17\|95.19\|5.03\|90.64\|98.76\|90.36\|34891;2026-04-20\|93.54\|-1.73\|95.20\|99.88\|91.51\|38840;2026-04-21\|112.25\|20.00\|96.88\|112.25\|91.76\|94599;2026-04-22\|124.47\|10.89\|113.52\|127.19\|113.37\|96420;2026-04-23\|117.73\|-5.42\|125.00\|125.21\|115.08\|78725;2026-04-24\|119.30\|1.33\|116.80\|125.32\|113.00\|61240;2026-04-27\|138.72\|16.28\|132.00\|143.16\|132.00\|110282;2026-04-28\|141.92\|2.31\|142.09\|148.26\|134.80\|84424;2026-04-29\|137.70\|-2.97\|136.04\|149.00\|136.04\|82159;2026-04-30\|147.52\|7.13\|135.19\|150.53\|135.19\|81057;2026-05-06\|166.98\|13.19\|148.82\|176.99\|148.50\|88484;2026-05-07\|165.97\|-0.60\|166.97\|169.99\|161.11\|43155;2026-05-08\|165.10\|-0.52\|164.00\|171.88\|159.01\|53968;2026-05-11\|158.50\|-4.00\|163.27\|167.72\|152.20\|57890;2026-05-12\|157.29\|-0.76\|157.50\|159.70\|149.32\|64011;2026-05-13\|163.48\|3.94\|155.00\|166.99\|153.58\|50319;2026-05-14\|158.00\|-3.35\|163.09\|165.80\|155.01\|39291;2026-05-15\|147.96\|-6.35\|156.94\|161.00\|144.99\|50040;2026-05-18\|141.90\|-4.10\|148.66\|150.66\|140.88\|51739;2026-05-19\|142.44\|0.38\|143.00\|143.79\|134.87\|42970;2026-05-20\|143.21\|0.54\|141.00\|144.60\|136.75\|37787;2026-05-21\|138.18\|-3.51\|147.01\|154.00\|138.18\|67490;2026-05-22\|165.82\|20.00\|139.00\|165.82\|139.00\|66702;2026-05-25\|174.70\|5.36\|180.00\|180.00\|168.01\|104944;2026-05-26\|167.20\|-4.29\|172.00\|176.70\|163.50\|58919;2026-05-27\|153.88\|-7.97\|167.28\|168.88\|151.88\|59455;2026-05-28\|159.45\|3.62\|153.75\|162.48\|150.00\|61981;2026-05-29\|146.00\|-8.44\|157.00\|158.06\|142.88\|71537;2026-06-01\|138.57\|-5.09\|148.92\|153.88\|135.99\|47996;2026-06-02\|143.20\|3.34\|138.65\|146.93\|131.12\|51068;2026-06-03\|138.50\|-3.28\|140.00\|146.89\|135.57\|50316;2026-06-04\|146.44\|5.73\|135.94\|149.87\|135.30\|51121;2026-06-05\|137.68\|-5.98\|142.43\|145.77\|137.28\|29203;2026-06-08\|130.00\|-5.58\|128.10\|135.38\|128.00\|38440;2026-06-09\|147.72\|13.63\|134.10\|150.05\|131.90\|52898;2026-06-10\|160.00\|8.31\|145.99\|162.64\|144.00\|78171;2026-06-11\|178.00\|11.25\|160.00\|187.00\|160.00\|85724;2026-06-12\|191.50\|7.58\|193.00\|211.00\|182.33\|78336;2026-06-15\|227.20\|18.64\|200.10\|229.80\|200.10\|84561;2026-06-16\|231.80\|2.02\|230.00\|244.88\|224.89\|77524;2026-06-17\|232.31\|0.22\|231.90\|238.80\|221.98\|56123;2026-06-18\|236.00\|1.59\|228.13\|239.68\|224.00\|49317;2026-06-22\|253.80\|7.54\|248.00\|257.92\|236.33\|52642;2026-06-23\|229.61\|-9.53\|250.00\|250.98\|226.14\|53750;2026-06-24\|229.44\|-0.07\|229.00\|234.60\|219.00\|45563;2026-06-25\|231.46\|0.88\|230.00\|234.04\|222.00\|37993;2026-06-26\|230.12\|-0.58\|225.00\|235.74\|220.01\|38084;2026-06-29\|222.00\|-3.53\|229.01\|243.38\|209.99\|59023;2026-06-30\|249.60\|12.43\|222.00\|254.79\|221.78\|49732;2026-07-01\|270.08\|8.21\|268.00\|290.00\|257.08\|52764;2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|36415;2026-07-13\|167.96\|-12.99\|193.81\|198.00\|166.17\|44608;2026-07-14\|181.07\|7.81\|171.00\|183.00\|165.02\|34055;2026-07-15\|178.34\|-1.51\|185.36\|190.97\|177.02\|37446;2026-07-16\|164.82\|-7.58\|178.34\|182.10\|161.41\|31719
111545	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	高速电子树脂+覆铜板上游+一季报增长行业原因： 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4月23日一季报，公司2026年第一季度归母净利润1.87亿元，同比增长103.35%，其中高速电子树脂销售收入2.58亿元，同比增长131.42%，受益于人工智能、算力升级等新兴领域发展。 2、据2026年4月23日年报，公司双马来酰亚胺树脂、碳氢树脂等核心产品已通过国内外一线覆铜板厂商，配套应用于英伟达、华为、苹果、英特尔等主流服务器体系，深度嵌入全球AI算力建设上游核心供应链。 3、据2026年6月2日及5月29日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”预计6月30日前具备投料试生产条件，投产后将新增3500吨碳氢树脂产能。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-03-09\|29.75\|-3.00\|29.77\|30.00\|28.11\|576190;2026-03-10\|31.39\|5.51\|30.50\|31.85\|30.35\|609080;2026-03-11\|32.03\|2.04\|31.60\|32.91\|31.60\|647877;2026-03-12\|31.96\|-0.22\|32.04\|33.06\|31.52\|574256;2026-03-13\|33.19\|3.85\|31.65\|33.50\|31.20\|740294;2026-03-16\|32.76\|-1.30\|33.19\|33.19\|30.79\|639698;2026-03-17\|31.08\|-5.13\|33.03\|33.57\|31.05\|479405;2026-03-18\|31.78\|2.25\|31.08\|32.22\|30.60\|420679;2026-03-19\|30.80\|-3.08\|31.00\|31.88\|30.50\|427876;2026-03-20\|30.76\|-0.13\|31.06\|31.57\|30.55\|346862;2026-03-23\|28.85\|-6.21\|29.70\|30.04\|28.20\|481659;2026-03-24\|29.03\|0.62\|29.51\|29.52\|27.40\|411276;2026-03-25\|30.47\|4.96\|29.71\|31.14\|29.52\|497557;2026-03-26\|29.60\|-2.86\|30.20\|30.44\|29.46\|285526;2026-03-27\|30.05\|1.52\|28.60\|30.88\|28.60\|344852;2026-03-30\|30.37\|1.06\|29.74\|31.05\|29.28\|289581;2026-03-31\|29.35\|-3.36\|30.38\|30.67\|29.08\|321366;2026-04-01\|30.53\|4.02\|30.50\|31.14\|30.15\|396623;2026-04-02\|29.40\|-3.70\|30.25\|30.50\|29.17\|286338;2026-04-03\|30.60\|4.08\|29.70\|31.31\|29.12\|538540;2026-04-07\|32.30\|5.56\|31.77\|33.60\|31.77\|749800;2026-04-08\|33.34\|3.22\|33.55\|33.63\|32.61\|642352;2026-04-09\|33.54\|0.60\|32.67\|33.95\|32.66\|466133;2026-04-10\|33.55\|0.03\|33.70\|34.58\|33.55\|455119;2026-04-13\|34.79\|3.70\|33.23\|35.22\|33.23\|601206;2026-04-14\|34.02\|-2.21\|35.42\|35.53\|33.66\|664254;2026-04-15\|33.08\|-2.76\|34.18\|34.20\|32.64\|505521;2026-04-16\|34.01\|2.81\|33.08\|34.69\|32.59\|451540;2026-04-17\|36.73\|8.00\|34.18\|37.41\|34.00\|957437;2026-04-20\|35.65\|-2.94\|36.51\|36.65\|35.42\|652571;2026-04-21\|36.07\|1.18\|35.15\|36.20\|34.98\|515737;2026-04-22\|36.64\|1.58\|35.70\|36.77\|35.45\|609260;2026-04-23\|34.13\|-6.85\|36.65\|36.78\|34.00\|912446;2026-04-24\|34.20\|0.21\|34.13\|34.75\|33.65\|446402;2026-04-27\|36.07\|5.47\|34.90\|36.50\|34.85\|611948;2026-04-28\|35.59\|-1.33\|36.17\|36.70\|35.02\|590248;2026-04-29\|38.66\|8.63\|35.59\|39.15\|35.59\|1342625;2026-04-30\|39.14\|1.24\|39.00\|39.99\|37.72\|992017;2026-05-06\|41.05\|4.88\|40.00\|41.97\|39.15\|872304;2026-05-07\|45.16\|10.01\|41.46\|45.16\|41.46\|879132;2026-05-08\|46.10\|2.08\|46.25\|47.73\|45.01\|1166896;2026-05-11\|45.80\|-0.65\|45.90\|46.90\|44.63\|923605;2026-05-12\|47.25\|3.17\|46.50\|47.80\|44.29\|980235;2026-05-13\|49.60\|4.97\|46.64\|49.99\|46.14\|1036949;2026-05-14\|46.27\|-6.71\|49.11\|49.11\|46.00\|909811;2026-05-15\|45.58\|-1.49\|47.00\|47.26\|43.80\|703102;2026-05-18\|45.50\|-0.18\|45.40\|46.40\|44.80\|524255;2026-05-19\|47.82\|5.10\|45.62\|48.10\|44.65\|758707;2026-05-20\|51.49\|7.67\|47.60\|51.74\|47.25\|903225;2026-05-21\|47.68\|-7.40\|51.60\|52.67\|47.00\|837584;2026-05-22\|52.45\|10.00\|48.58\|52.45\|48.45\|842267;2026-05-25\|53.74\|2.46\|54.00\|55.25\|52.80\|859852;2026-05-26\|53.30\|-0.82\|52.25\|54.98\|52.01\|717181;2026-05-27\|52.25\|-1.97\|53.50\|55.75\|51.76\|809207;2026-05-28\|54.43\|4.17\|51.83\|55.00\|50.52\|814796;2026-05-29\|50.00\|-8.14\|55.50\|55.68\|48.99\|1028040;2026-06-01\|47.79\|-4.42\|49.80\|50.95\|47.18\|830464;2026-06-02\|51.35\|7.45\|48.23\|52.40\|45.99\|863894;2026-06-03\|56.49\|10.01\|52.00\|56.49\|52.00\|1419459;2026-06-04\|59.60\|5.51\|55.45\|60.50\|54.72\|1106340;2026-06-05\|56.76\|-4.77\|59.16\|60.00\|56.07\|813662;2026-06-08\|54.20\|-4.51\|52.32\|56.47\|52.32\|770513;2026-06-09\|59.62\|10.00\|58.71\|59.62\|57.76\|946282;2026-06-10\|62.35\|4.58\|62.57\|64.34\|61.10\|1483503;2026-06-11\|61.72\|-1.01\|61.55\|63.50\|58.75\|1114909;2026-06-12\|61.06\|-1.07\|62.23\|65.33\|61.00\|1228030;2026-06-15\|65.22\|6.81\|61.00\|66.44\|61.00\|955605;2026-06-16\|71.74\|10.00\|65.50\|71.74\|65.50\|654593;2026-06-17\|73.20\|2.04\|72.50\|76.68\|72.01\|1105571;2026-06-18\|74.83\|2.23\|71.00\|77.77\|71.00\|864885;2026-06-22\|79.83\|6.68\|77.00\|80.46\|75.61\|857648;2026-06-23\|71.85\|-10.00\|78.00\|78.30\|71.85\|897303;2026-06-24\|74.55\|3.76\|71.74\|74.55\|68.96\|836476;2026-06-25\|77.58\|4.06\|75.00\|80.00\|72.25\|898905;2026-06-26\|73.65\|-5.07\|75.30\|76.00\|70.40\|772684;2026-06-29\|67.33\|-8.58\|72.00\|73.15\|66.29\|909612;2026-06-30\|70.79\|5.14\|68.00\|71.83\|67.53\|631929;2026-07-01\|67.28\|-4.96\|70.79\|70.79\|66.45\|634963;2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158;2026-07-13\|49.49\|-9.38\|54.99\|55.43\|49.19\|650896;2026-07-14\|53.95\|9.01\|49.48\|54.44\|49.04\|805372;2026-07-15\|51.49\|-4.56\|56.00\|56.77\|51.34\|597720;2026-07-16\|48.78\|-5.26\|49.88\|52.24\|48.19\|536197
111544	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-03-09\|255.10\|-3.29\|250.60\|258.48\|240.66\|109483;2026-03-10\|263.66\|3.36\|260.61\|267.75\|259.00\|84764;2026-03-11\|259.60\|-1.54\|263.00\|266.90\|258.00\|77504;2026-03-12\|252.61\|-2.69\|258.00\|263.00\|249.50\|68849;2026-03-13\|250.23\|-0.94\|250.00\|256.38\|243.50\|104134;2026-03-16\|256.00\|2.31\|248.23\|256.50\|243.51\|107596;2026-03-17\|254.40\|-0.62\|263.66\|268.30\|254.00\|145604;2026-03-18\|264.93\|4.14\|259.79\|265.66\|251.08\|120279;2026-03-19\|249.99\|-5.64\|255.00\|258.10\|248.00\|113599;2026-03-20\|249.68\|-0.12\|251.82\|256.77\|248.01\|78897;2026-03-23\|233.49\|-6.48\|239.00\|241.03\|230.01\|86967;2026-03-24\|235.03\|0.66\|236.81\|236.99\|228.09\|64455;2026-03-25\|237.99\|1.26\|237.88\|246.99\|237.00\|88227;2026-03-26\|232.30\|-2.39\|236.60\|239.82\|231.78\|64590;2026-03-27\|233.18\|0.38\|226.07\|237.23\|224.00\|75796;2026-03-30\|225.58\|-3.26\|228.99\|230.19\|218.50\|104351;2026-03-31\|219.51\|-2.69\|225.17\|225.32\|217.68\|86014;2026-04-01\|231.00\|5.23\|225.80\|231.70\|223.88\|108849;2026-04-02\|219.00\|-5.19\|228.34\|229.00\|218.00\|91608;2026-04-03\|212.78\|-2.84\|220.06\|221.00\|211.00\|103330;2026-04-07\|215.92\|1.48\|214.00\|219.33\|213.45\|84064;2026-04-08\|237.51\|10.00\|222.70\|237.51\|222.33\|155389;2026-04-09\|243.00\|2.31\|237.04\|244.88\|236.00\|153479;2026-04-10\|262.03\|7.83\|245.00\|267.30\|245.00\|228835;2026-04-13\|268.69\|2.54\|259.00\|269.90\|259.00\|141789;2026-04-14\|285.77\|6.36\|272.14\|291.90\|268.78\|147089;2026-04-15\|270.93\|-5.19\|284.98\|285.00\|269.16\|142927;2026-04-16\|270.14\|-0.29\|270.86\|272.21\|266.34\|99760;2026-04-17\|283.06\|4.78\|269.45\|288.88\|266.03\|133507;2026-04-20\|287.62\|1.61\|285.83\|298.00\|285.00\|111578;2026-04-21\|295.33\|2.68\|285.00\|296.64\|282.49\|122227;2026-04-22\|301.30\|2.02\|296.82\|302.80\|293.00\|104824;2026-04-23\|301.30\|0.00\|301.40\|309.93\|294.30\|122339;2026-04-24\|301.36\|0.02\|305.00\|313.00\|293.45\|152830;2026-04-27\|321.80\|6.78\|307.39\|330.98\|307.39\|138290;2026-04-28\|314.93\|-2.13\|321.32\|321.84\|308.00\|120918;2026-04-29\|314.51\|-0.13\|308.50\|318.34\|302.00\|97424;2026-04-30\|312.50\|-0.64\|318.68\|322.75\|308.21\|102497;2026-05-06\|318.75\|2.00\|325.41\|337.77\|318.49\|119537;2026-05-07\|323.50\|1.49\|322.75\|329.00\|318.16\|85179;2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471
111543	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-03-09\|65.11\|-0.84\|64.60\|65.85\|61.64\|658924;2026-03-10\|66.46\|2.07\|66.08\|66.61\|62.50\|593772;2026-03-11\|62.85\|-5.43\|67.69\|69.20\|62.40\|948286;2026-03-12\|62.30\|-0.88\|62.51\|64.50\|61.01\|687058;2026-03-13\|56.07\|-10.00\|59.70\|59.70\|56.07\|1232874;2026-03-16\|55.19\|-1.57\|54.61\|56.24\|53.49\|910102;2026-03-17\|53.55\|-2.97\|54.53\|55.84\|53.41\|643134;2026-03-18\|54.44\|1.66\|54.28\|55.20\|53.49\|443201;2026-03-19\|51.39\|-5.60\|53.20\|53.46\|50.97\|739162;2026-03-20\|50.09\|-2.53\|52.41\|52.68\|49.74\|532683;2026-03-23\|47.76\|-4.65\|48.50\|50.00\|47.20\|551973;2026-03-24\|49.74\|4.15\|48.81\|49.74\|46.64\|727319;2026-03-25\|49.55\|-0.38\|51.14\|51.78\|48.77\|808340;2026-03-26\|47.11\|-4.92\|49.81\|49.98\|46.70\|601809;2026-03-27\|48.62\|3.21\|46.89\|49.41\|46.40\|683203;2026-03-30\|48.82\|0.41\|49.99\|50.22\|47.80\|542773;2026-03-31\|47.71\|-2.27\|49.79\|49.92\|47.20\|498101;2026-04-01\|48.87\|2.43\|48.73\|49.33\|48.03\|478495;2026-04-02\|46.17\|-5.52\|48.00\|48.16\|45.55\|541320;2026-04-03\|46.27\|0.22\|46.86\|47.24\|46.00\|355314;2026-04-07\|47.64\|2.96\|46.87\|48.54\|46.57\|454108;2026-04-08\|49.45\|3.80\|49.00\|49.83\|48.22\|881840;2026-04-09\|49.15\|-0.61\|48.42\|50.10\|47.93\|523657;2026-04-10\|48.98\|-0.35\|49.20\|49.87\|47.20\|898393;2026-04-13\|48.35\|-1.29\|48.30\|49.30\|46.95\|637699;2026-04-14\|49.94\|3.29\|49.18\|50.54\|48.36\|854611;2026-04-15\|47.18\|-5.53\|50.96\|51.01\|46.80\|1200172;2026-04-16\|51.90\|10.00\|47.61\|51.90\|45.60\|1247225;2026-04-17\|56.12\|8.13\|53.50\|57.09\|53.37\|1945776;2026-04-20\|58.54\|4.31\|57.16\|60.75\|57.16\|1441616;2026-04-21\|57.81\|-1.25\|58.00\|58.69\|56.88\|725388;2026-04-22\|58.13\|0.55\|57.74\|59.66\|56.71\|953165;2026-04-23\|56.57\|-2.68\|57.78\|58.20\|55.00\|917873;2026-04-24\|55.18\|-2.46\|55.31\|56.92\|53.30\|752655;2026-04-27\|53.83\|-2.45\|54.01\|56.74\|53.55\|871141;2026-04-28\|52.10\|-3.21\|53.82\|54.50\|51.13\|681152;2026-04-29\|57.31\|10.00\|52.07\|57.31\|51.80\|826627;2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126
111542	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：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，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-03-09\|74.19\|-1.62\|73.00\|74.66\|69.50\|843676;2026-03-10\|76.65\|3.32\|76.00\|77.50\|75.71\|697454;2026-03-11\|77.24\|0.77\|76.40\|77.50\|75.45\|633625;2026-03-12\|76.34\|-1.17\|76.16\|79.21\|75.02\|691429;2026-03-13\|81.18\|6.34\|76.36\|83.48\|76.25\|1311108;2026-03-16\|83.95\|3.41\|81.40\|85.49\|78.50\|1271611;2026-03-17\|85.59\|1.95\|87.00\|90.10\|85.42\|1744113;2026-03-18\|91.00\|6.32\|88.01\|93.96\|86.30\|1524717;2026-03-19\|86.33\|-5.13\|88.55\|90.00\|85.77\|1081706;2026-03-20\|84.30\|-2.35\|88.00\|88.88\|84.10\|913768;2026-03-23\|80.24\|-4.82\|81.95\|83.20\|79.80\|837347;2026-03-24\|82.29\|2.55\|81.03\|82.77\|79.21\|792680;2026-03-25\|82.52\|0.28\|83.30\|85.39\|81.76\|909748;2026-03-26\|79.01\|-4.25\|82.00\|82.19\|78.26\|845083;2026-03-27\|80.64\|2.06\|77.03\|82.61\|76.49\|677577;2026-03-30\|79.19\|-1.80\|79.00\|79.58\|77.69\|444366;2026-03-31\|75.97\|-4.07\|78.80\|78.94\|75.35\|636128;2026-04-01\|79.29\|4.37\|78.50\|79.81\|77.81\|658092;2026-04-02\|76.27\|-3.81\|79.00\|79.10\|75.89\|527276;2026-04-03\|76.32\|0.07\|77.39\|78.28\|76.12\|496661;2026-04-07\|76.43\|0.14\|76.51\|77.85\|75.33\|503529;2026-04-08\|84.07\|10.00\|79.30\|84.07\|78.83\|995135;2026-04-09\|85.84\|2.11\|84.68\|87.11\|84.15\|1013954;2026-04-10\|88.32\|2.89\|86.56\|89.66\|85.04\|881901;2026-04-13\|88.67\|0.40\|86.50\|90.62\|86.41\|754932;2026-04-14\|97.54\|10.00\|91.68\|97.54\|90.88\|937441;2026-04-15\|92.78\|-4.88\|98.60\|99.13\|92.00\|1336258;2026-04-16\|94.40\|1.75\|92.25\|95.46\|91.91\|772929;2026-04-17\|97.66\|3.45\|93.68\|99.38\|93.60\|930208;2026-04-20\|98.00\|0.35\|97.00\|101.32\|96.35\|782441;2026-04-21\|99.82\|1.86\|96.51\|101.00\|95.85\|715613;2026-04-22\|103.27\|3.46\|99.92\|104.00\|99.38\|729964;2026-04-23\|106.62\|3.24\|105.03\|109.26\|103.27\|991674;2026-04-24\|102.38\|-3.98\|105.98\|107.84\|99.82\|932245;2026-04-27\|104.95\|2.51\|104.01\|106.88\|103.20\|703903;2026-04-28\|101.88\|-2.93\|104.94\|105.33\|101.11\|525078;2026-04-29\|101.98\|0.10\|101.00\|104.14\|99.05\|548251;2026-04-30\|102.57\|0.58\|103.62\|105.66\|102.20\|473253;2026-05-06\|104.79\|2.16\|104.90\|107.50\|103.90\|661115;2026-05-07\|107.88\|2.95\|104.82\|108.80\|102.81\|683633;2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543
111541	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	投建高阶HDI+1.6T光模块+HDI龙头行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月25日公告，公司全资子公司赣州红板拟使用不超过9亿元投资建设高阶HDI精密电路板生产线设备升级智能化改造项目，布局COB直显赛道，提升高附加值产品占比。 2、据2026年6月16日互动易，公司光模块PCB相关产品已顺利完成800G、1.6T规格的技术验证，下游合作客户覆盖行业内多家头部企业，目前1.6T光模块PCB产品正常小批量生产中。 3、据2026年4月2日招股说明书及2026年5月15日机构调研，公司深耕HDI领域二十年，是行业领先的HDI板制造商，产品涵盖HDI板、IC载板等，主要客户包括OPPO、vivo、荣耀、传音、比亚迪、英特尔等。	公司面向光模块领域开展了800G三阶盲孔光模块PCB产品、高传输速率光模块电路板等多项研发项目，有生产1.6T光模块电路板的技术能力，相关业务正根据客户需求有序推进	2026-04-08\|57.70\|225.99\|52.00\|67.59\|49.00\|640788;2026-04-09\|50.27\|-12.88\|53.60\|54.44\|50.11\|483109;2026-04-10\|55.08\|9.57\|52.00\|57.76\|51.50\|505477;2026-04-13\|62.82\|14.05\|54.13\|69.97\|54.13\|514468;2026-04-14\|62.18\|-1.02\|64.70\|65.33\|59.00\|435093;2026-04-15\|68.40\|10.00\|60.36\|68.40\|60.33\|256538;2026-04-16\|68.69\|0.42\|70.00\|72.62\|64.00\|462966;2026-04-17\|67.29\|-2.04\|66.70\|70.73\|66.61\|356016;2026-04-20\|62.91\|-6.51\|65.73\|65.75\|62.56\|334094;2026-04-21\|62.00\|-1.45\|61.50\|63.60\|60.25\|233367;2026-04-22\|63.67\|2.69\|61.16\|64.18\|60.60\|243053;2026-04-23\|59.06\|-7.24\|62.70\|63.19\|59.01\|236586;2026-04-24\|60.10\|1.76\|59.80\|61.47\|59.36\|157888;2026-04-27\|63.54\|5.72\|61.57\|64.27\|61.56\|227779;2026-04-28\|62.99\|-0.87\|62.00\|66.58\|61.51\|209031;2026-04-29\|61.72\|-2.02\|60.91\|62.70\|59.91\|167767;2026-04-30\|61.73\|0.02\|62.63\|64.00\|61.15\|148620;2026-05-06\|66.98\|8.50\|64.98\|67.77\|63.51\|277376;2026-05-07\|73.68\|10.00\|65.87\|73.68\|65.87\|333263;2026-05-08\|81.05\|10.00\|75.00\|81.05\|74.51\|185136;2026-05-11\|89.16\|10.01\|89.16\|89.16\|89.16\|26207;2026-05-12\|93.20\|4.53\|98.08\|98.08\|89.03\|447087;2026-05-13\|94.71\|1.62\|90.37\|99.89\|89.89\|385212;2026-05-14\|85.56\|-9.66\|91.50\|94.50\|85.27\|344482;2026-05-15\|83.80\|-2.06\|83.51\|87.33\|81.60\|212195;2026-05-18\|90.05\|7.46\|83.64\|91.87\|83.64\|276894;2026-05-19\|86.80\|-3.61\|88.00\|90.08\|85.15\|203002;2026-05-20\|89.91\|3.58\|85.22\|93.67\|83.50\|244979;2026-05-21\|96.01\|6.78\|91.79\|98.90\|90.02\|385669;2026-05-22\|105.61\|10.00\|97.50\|105.61\|96.96\|324889;2026-05-25\|108.30\|2.55\|105.00\|115.15\|101.99\|331036;2026-05-26\|112.96\|4.30\|104.00\|115.00\|100.00\|274256;2026-05-27\|104.01\|-7.92\|109.07\|113.58\|103.00\|228969;2026-05-28\|103.53\|-0.46\|100.23\|108.40\|98.00\|205371;2026-05-29\|101.89\|-1.58\|104.00\|108.00\|98.60\|176268;2026-06-01\|91.70\|-10.00\|99.00\|99.99\|91.70\|187936;2026-06-02\|97.11\|5.90\|91.70\|100.00\|88.08\|232982;2026-06-03\|97.72\|0.63\|96.73\|103.25\|95.68\|238375;2026-06-04\|106.99\|9.49\|95.11\|107.49\|94.00\|236813;2026-06-05\|98.48\|-7.95\|104.49\|106.25\|98.45\|191709;2026-06-08\|90.18\|-8.43\|89.80\|95.19\|89.80\|140391;2026-06-09\|93.21\|3.36\|93.00\|95.00\|89.12\|128342;2026-06-10\|83.89\|-10.00\|90.28\|91.10\|83.89\|179592;2026-06-11\|78.80\|-6.07\|80.96\|82.43\|77.20\|172329;2026-06-12\|75.67\|-3.97\|81.22\|82.00\|75.00\|170830;2026-06-15\|80.91\|6.92\|77.18\|81.35\|76.20\|162434;2026-06-16\|85.99\|6.28\|81.97\|88.00\|80.92\|193613;2026-06-17\|89.31\|3.86\|83.50\|91.80\|83.16\|195798;2026-06-18\|90.18\|0.97\|89.00\|93.48\|86.70\|186514;2026-06-22\|88.50\|-1.86\|90.16\|91.20\|86.51\|160666;2026-06-23\|88.00\|-0.56\|87.02\|89.33\|83.38\|145213;2026-06-24\|86.33\|-1.90\|86.35\|88.72\|84.84\|127528;2026-06-25\|94.96\|10.00\|90.60\|94.96\|90.02\|118936;2026-06-26\|92.74\|-2.34\|98.60\|101.50\|90.50\|219702;2026-06-29\|102.01\|10.00\|91.20\|102.01\|84.98\|274405;2026-06-30\|112.21\|10.00\|100.98\|112.21\|98.50\|314606;2026-07-01\|104.69\|-6.70\|109.88\|122.10\|103.22\|318478;2026-07-02\|96.65\|-7.68\|99.63\|107.54\|96.51\|225675;2026-07-03\|97.90\|1.29\|95.89\|101.50\|93.48\|184006;2026-07-06\|94.92\|-3.04\|98.81\|102.86\|92.90\|150697;2026-07-07\|89.74\|-5.46\|94.86\|97.12\|87.91\|138876;2026-07-08\|86.39\|-3.73\|89.74\|90.80\|84.05\|102067;2026-07-09\|93.80\|8.58\|89.00\|94.32\|87.28\|167903;2026-07-10\|91.05\|-2.93\|94.00\|99.93\|91.05\|179290;2026-07-13\|87.85\|-3.51\|89.74\|92.50\|86.57\|128304;2026-07-14\|94.50\|7.57\|87.28\|94.84\|86.00\|162936;2026-07-15\|85.05\|-10.00\|94.00\|94.20\|85.05\|158907;2026-07-16\|91.45\|7.53\|79.56\|93.56\|76.55\|265928
111540	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	MLCC涨价+投资建厂+存储芯片测试行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月4日及6月2日互动易，鉴于市场环境变化，公司MLCC产品已实施价格调整；公司电子元器件业务产线整体产能利用率处于较高水平，伴随下游客户逐步认证放量及行业产品价格回暖，产品毛利率有望局部改善。 2、据2026年6月5日公告，公司拟联合竞买深圳市龙华区一地块，投资建设高端半导体及自动化设备研发生产基地项目，投资总额预计不超过3亿元。 3、据2026年5月15日互动易，公司2025年度在研项目包括CP及FT自动分选测试技术，拟研发面向存储芯片晶圆Die及颗粒的自动化测试分选设备，实现芯片好坏等级精准分选并定位物理损坏位置，适配DDR4/DDR5迭代需求，满足AI算力增长带动的市场测试需求。	1、公司是业务涉及PCBA插损检测设备等自动化设备； 2、公司正研发面向DDR4/DDR5存储芯片的FT/CP自动分选测试设备，满足AI算力带动的测试需求；新凯来与上海宇量昇都为公司客户。	2026-03-09\|24.40\|-3.25\|24.50\|24.50\|23.52\|119746;2026-03-10\|25.21\|3.32\|24.84\|25.26\|24.68\|80366;2026-03-11\|24.83\|-1.51\|25.28\|25.54\|24.70\|66743;2026-03-12\|23.94\|-3.58\|24.72\|24.72\|23.93\|73543;2026-03-13\|23.38\|-2.34\|23.75\|24.06\|23.31\|62955;2026-03-16\|24.26\|3.76\|23.30\|25.10\|23.09\|102758;2026-03-17\|23.50\|-3.13\|24.51\|24.60\|23.42\|84390;2026-03-18\|24.00\|2.13\|23.50\|24.00\|23.38\|62047;2026-03-19\|22.94\|-4.42\|23.55\|23.68\|22.82\|83996;2026-03-20\|22.21\|-3.18\|23.02\|23.30\|22.21\|65779;2026-03-23\|20.60\|-7.25\|21.58\|21.98\|20.35\|114668;2026-03-24\|21.59\|4.81\|21.02\|21.62\|20.66\|97001;2026-03-25\|21.78\|0.88\|21.79\|22.21\|21.60\|70021;2026-03-26\|21.06\|-3.31\|21.69\|21.88\|20.96\|49052;2026-03-27\|21.47\|1.95\|20.69\|21.59\|20.62\|48498;2026-03-30\|21.88\|1.91\|21.18\|21.98\|20.98\|60610;2026-03-31\|21.44\|-2.01\|21.88\|22.12\|21.44\|47997;2026-04-01\|21.96\|2.43\|21.99\|22.33\|21.51\|75924;2026-04-02\|21.19\|-3.51\|21.70\|21.95\|21.00\|58468;2026-04-03\|20.93\|-1.23\|21.23\|21.40\|20.80\|43093;2026-04-07\|21.31\|1.82\|21.15\|21.50\|21.12\|40758;2026-04-08\|22.76\|6.80\|21.93\|22.90\|21.83\|92947;2026-04-09\|22.62\|-0.62\|22.44\|22.90\|22.44\|56962;2026-04-10\|22.50\|-0.53\|22.74\|22.95\|22.49\|54719;2026-04-13\|23.42\|4.09\|22.34\|24.20\|22.25\|139183;2026-04-14\|24.40\|4.18\|24.45\|25.63\|23.55\|234861;2026-04-15\|24.79\|1.60\|24.11\|25.78\|23.67\|262344;2026-04-16\|24.79\|0.00\|24.34\|24.96\|23.98\|142287;2026-04-17\|25.28\|1.98\|24.60\|26.05\|24.53\|207639;2026-04-20\|25.13\|-0.59\|25.56\|25.90\|24.91\|170207;2026-04-21\|24.61\|-2.07\|24.50\|24.98\|24.46\|124667;2026-04-22\|25.17\|2.28\|24.30\|25.30\|24.30\|119146;2026-04-23\|24.40\|-3.06\|25.50\|25.67\|24.26\|105294;2026-04-24\|24.63\|0.94\|24.10\|25.19\|24.08\|109023;2026-04-27\|25.73\|4.47\|25.01\|25.86\|24.66\|176787;2026-04-28\|25.12\|-2.37\|25.48\|25.75\|24.93\|103050;2026-04-29\|24.90\|-0.88\|24.80\|25.20\|24.67\|82136;2026-04-30\|25.25\|1.41\|24.92\|25.40\|24.92\|82001;2026-05-06\|26.33\|4.28\|25.60\|26.58\|25.39\|143269;2026-05-07\|27.75\|5.39\|26.33\|28.65\|26.25\|266858;2026-05-08\|28.25\|1.80\|27.50\|28.50\|27.09\|235458;2026-05-11\|28.35\|0.35\|28.50\|28.80\|27.89\|193814;2026-05-12\|28.58\|0.81\|28.60\|29.39\|27.66\|233188;2026-05-13\|28.15\|-1.50\|27.92\|28.37\|27.71\|157086;2026-05-14\|27.71\|-1.56\|28.52\|28.66\|27.56\|149675;2026-05-15\|28.51\|2.89\|27.56\|29.36\|27.38\|220234;2026-05-18\|28.35\|-0.56\|28.00\|28.76\|27.51\|131219;2026-05-19\|30.30\|6.88\|28.07\|30.38\|27.76\|307663;2026-05-20\|36.36\|20.00\|33.04\|36.36\|32.52\|629801;2026-05-21\|35.70\|-1.82\|34.19\|37.20\|33.90\|778731;2026-05-22\|42.84\|20.00\|36.00\|42.84\|36.00\|829880;2026-05-25\|43.03\|0.44\|46.02\|46.77\|41.82\|835404;2026-05-26\|45.99\|6.88\|42.10\|46.44\|40.06\|766800;2026-05-27\|43.91\|-4.52\|45.04\|48.50\|43.73\|615087;2026-05-28\|45.51\|3.64\|45.39\|48.22\|44.52\|577067;2026-05-29\|44.34\|-2.57\|46.32\|47.99\|42.29\|625899;2026-06-01\|46.30\|4.42\|43.31\|51.31\|43.31\|684476;2026-06-02\|53.50\|15.55\|45.47\|53.76\|44.44\|712600;2026-06-03\|54.08\|1.08\|52.94\|55.04\|51.35\|621956;2026-06-04\|59.36\|9.76\|55.80\|62.88\|54.26\|610551;2026-06-05\|56.23\|-5.27\|57.00\|59.36\|54.70\|572834;2026-06-08\|50.81\|-9.64\|53.94\|55.15\|50.00\|509029;2026-06-09\|60.97\|20.00\|51.95\|60.97\|50.30\|522024;2026-06-10\|61.90\|1.53\|63.29\|64.80\|60.52\|516052;2026-06-11\|58.26\|-5.88\|60.90\|62.83\|56.91\|479295;2026-06-12\|50.87\|-12.68\|58.74\|59.34\|50.40\|572636;2026-06-15\|58.30\|14.61\|53.90\|58.40\|53.50\|541111;2026-06-16\|60.21\|3.28\|57.70\|61.86\|56.16\|567688;2026-06-17\|65.32\|8.49\|58.00\|65.38\|57.14\|572824;2026-06-18\|68.62\|5.05\|63.00\|75.18\|63.00\|542570;2026-06-22\|67.88\|-1.08\|68.00\|68.63\|64.52\|457028;2026-06-23\|70.32\|3.59\|67.72\|72.28\|66.60\|592240;2026-06-24\|74.95\|6.58\|68.93\|76.95\|68.50\|520647;2026-06-25\|84.91\|13.29\|74.63\|86.79\|69.00\|553770;2026-06-26\|73.07\|-13.94\|78.00\|79.70\|72.73\|433244;2026-06-29\|76.07\|4.11\|74.99\|78.00\|69.89\|334279;2026-06-30\|72.25\|-5.02\|73.45\|73.45\|67.00\|301816;2026-07-01\|71.02\|-1.70\|72.70\|76.18\|70.50\|269619;2026-07-02\|61.99\|-12.71\|65.75\|68.00\|60.00\|290949;2026-07-03\|58.09\|-6.29\|61.08\|62.38\|57.03\|262163;2026-07-06\|57.33\|-1.31\|60.21\|61.97\|56.00\|228100;2026-07-07\|59.77\|4.26\|57.66\|60.15\|55.66\|236734;2026-07-08\|62.80\|5.07\|60.01\|64.00\|60.01\|306265;2026-07-09\|60.20\|-4.14\|62.15\|63.00\|51.00\|408866;2026-07-10\|55.70\|-7.48\|59.81\|60.93\|55.60\|325580;2026-07-13\|51.62\|-7.33\|55.00\|57.19\|51.03\|261256;2026-07-14\|55.08\|6.70\|52.38\|55.25\|49.89\|230326;2026-07-15\|51.00\|-7.41\|56.03\|56.65\|50.78\|176507;2026-07-16\|48.40\|-5.10\|49.77\|51.66\|47.00\|177336
111539	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	电子布涨价+特种电子布+AI算力行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据证券时报2026年6月15日报道，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，核心驱动力来自AI算力需求带来的结构性增长。 2、据2026年4月10日年报，AI算力硬件迭代催生PCB行业结构性增长，预计低介电、低热膨胀系数等高功能性特种电子布需求将大幅增长，公司2025年特种电子布收入1.78亿元，同比大增1327%。 3、据2026年6月13日公告，公司全资子公司黄石宏和投资约80亿元建设“高性能电子材料产业园项目”，近日已取得相关地块不动产权证，项目取得实质进展。	公司是全球高端电子级玻璃纤维布龙头，极薄布、低介电、低CTE特种电子布技术国际领先，为AI服务器PCB核心上游材料	2026-03-09\|68.80\|-0.61\|67.99\|69.08\|65.01\|218344;2026-03-10\|73.43\|6.73\|70.30\|75.00\|69.00\|393119;2026-03-11\|73.06\|-0.50\|73.55\|75.98\|72.00\|299613;2026-03-12\|72.58\|-0.66\|71.99\|75.60\|71.16\|242521;2026-03-13\|70.58\|-2.76\|71.18\|73.60\|69.15\|180092;2026-03-16\|71.41\|1.18\|72.00\|72.30\|68.30\|166805;2026-03-17\|66.00\|-7.58\|72.95\|73.80\|65.77\|202924;2026-03-18\|69.30\|5.00\|67.18\|69.78\|65.85\|199113;2026-03-19\|66.10\|-4.62\|67.80\|68.50\|66.03\|118507;2026-03-20\|64.10\|-3.03\|67.36\|68.78\|64.10\|143036;2026-03-23\|60.77\|-5.20\|62.70\|64.00\|60.48\|155588;2026-03-24\|63.73\|4.87\|62.00\|64.11\|59.68\|155457;2026-03-25\|66.42\|4.22\|66.68\|68.73\|65.81\|164718;2026-03-26\|66.24\|-0.27\|65.50\|68.91\|65.13\|153704;2026-03-27\|65.58\|-1.00\|64.56\|66.88\|63.90\|116134;2026-03-30\|72.14\|10.00\|65.40\|72.14\|64.54\|287144;2026-03-31\|70.05\|-2.90\|71.60\|73.00\|69.08\|280408;2026-04-01\|72.93\|4.11\|75.24\|77.06\|70.50\|389460;2026-04-02\|68.36\|-6.27\|70.51\|70.51\|67.03\|251965;2026-04-03\|68.00\|-0.53\|68.36\|70.99\|67.06\|206215;2026-04-07\|69.00\|1.47\|67.97\|71.39\|67.88\|174396;2026-04-08\|74.17\|7.49\|71.98\|74.38\|69.80\|273386;2026-04-09\|76.20\|2.74\|72.50\|77.18\|72.15\|231438;2026-04-10\|81.18\|6.54\|77.20\|83.82\|75.27\|340850;2026-04-13\|89.30\|10.00\|81.18\|89.30\|80.94\|182436;2026-04-14\|98.00\|9.74\|95.00\|98.23\|94.00\|352806;2026-04-15\|102.07\|4.15\|98.27\|107.80\|98.26\|488342;2026-04-16\|101.50\|-0.56\|102.00\|104.99\|98.88\|321930;2026-04-17\|105.30\|3.74\|97.69\|109.57\|97.69\|333423;2026-04-20\|103.96\|-1.27\|103.00\|108.86\|102.02\|314331;2026-04-21\|106.42\|2.37\|105.00\|108.00\|102.86\|248906;2026-04-22\|107.35\|0.87\|106.60\|109.90\|101.00\|247874;2026-04-23\|105.89\|-1.36\|112.00\|113.56\|104.90\|277569;2026-04-24\|107.00\|1.05\|103.72\|110.00\|103.57\|253884;2026-04-27\|106.41\|-0.55\|108.54\|111.77\|105.55\|221873;2026-04-28\|109.65\|3.04\|107.00\|113.42\|104.20\|262285;2026-04-29\|120.62\|10.00\|108.52\|120.62\|108.52\|156402;2026-04-30\|119.10\|-1.26\|125.00\|125.50\|111.16\|375010;2026-05-06\|131.01\|10.00\|122.50\|131.01\|122.26\|131119;2026-05-07\|144.11\|10.00\|135.00\|144.11\|135.00\|221060;2026-05-08\|148.87\|3.30\|144.98\|151.08\|138.68\|237760;2026-05-11\|149.98\|0.75\|147.93\|153.20\|140.79\|281994;2026-05-12\|148.31\|-1.11\|147.00\|151.00\|143.55\|209959;2026-05-13\|146.22\|-1.41\|143.50\|147.64\|140.20\|208616;2026-05-14\|141.83\|-3.00\|146.00\|147.80\|140.12\|176225;2026-05-15\|134.10\|-5.45\|141.62\|142.60\|132.00\|221019;2026-05-18\|131.48\|-1.95\|134.10\|134.90\|130.00\|182559;2026-05-19\|137.21\|4.36\|131.48\|137.98\|127.89\|223859;2026-05-20\|145.00\|5.68\|135.84\|147.01\|134.00\|249481;2026-05-21\|144.88\|-0.08\|148.00\|155.99\|141.50\|287969;2026-05-22\|159.37\|10.00\|148.00\|159.37\|147.99\|194299;2026-05-25\|175.31\|10.00\|167.49\|175.31\|164.50\|204415;2026-05-26\|183.90\|4.90\|175.31\|190.87\|171.50\|237878;2026-05-27\|179.92\|-2.16\|183.50\|189.02\|178.60\|212829;2026-05-28\|197.91\|10.00\|181.00\|197.91\|181.00\|162620;2026-05-29\|202.15\|2.14\|208.00\|208.00\|194.92\|219822;2026-06-01\|181.94\|-10.00\|181.94\|191.10\|181.94\|60384;2026-06-02\|198.80\|9.27\|163.75\|200.13\|163.75\|292713;2026-06-03\|197.37\|-0.72\|195.00\|207.67\|190.05\|241477;2026-06-04\|195.01\|-1.20\|194.00\|198.61\|192.59\|144992;2026-06-05\|196.06\|0.54\|192.00\|210.49\|190.10\|173625;2026-06-08\|188.56\|-3.83\|186.60\|195.00\|182.30\|175007;2026-06-09\|207.34\|10.00\|197.02\|207.34\|192.00\|156555;2026-06-10\|197.85\|-4.58\|201.21\|203.33\|188.00\|217331;2026-06-11\|211.00\|6.65\|196.80\|215.00\|193.77\|192094;2026-06-12\|207.89\|-1.47\|216.00\|225.01\|207.89\|182911;2026-06-15\|228.68\|10.00\|212.05\|228.68\|203.55\|166999;2026-06-16\|251.55\|10.00\|237.02\|251.55\|234.66\|132057;2026-06-17\|258.90\|2.92\|256.00\|276.00\|253.00\|226130;2026-06-18\|257.80\|-0.42\|244.70\|264.30\|244.70\|187693;2026-06-22\|263.01\|2.02\|257.75\|274.07\|251.18\|179393;2026-06-23\|247.90\|-5.75\|260.36\|260.36\|242.42\|134577;2026-06-24\|267.98\|8.10\|243.01\|272.00\|243.01\|151449;2026-06-25\|276.76\|3.28\|267.99\|287.59\|262.00\|149074;2026-06-26\|297.00\|7.31\|275.39\|304.00\|275.39\|171651;2026-06-29\|267.30\|-10.00\|287.00\|287.00\|267.30\|141737;2026-06-30\|265.33\|-0.74\|256.02\|280.00\|256.02\|159550;2026-07-01\|255.97\|-3.53\|268.55\|269.90\|249.40\|139817;2026-07-02\|233.23\|-8.88\|244.90\|253.20\|233.00\|160706;2026-07-03\|238.00\|2.05\|233.24\|251.90\|228.70\|170933;2026-07-06\|219.33\|-7.84\|238.23\|241.74\|214.20\|185478;2026-07-07\|218.35\|-0.45\|219.34\|224.78\|213.01\|125276;2026-07-08\|205.00\|-6.11\|222.72\|223.99\|204.68\|148503;2026-07-09\|213.65\|4.22\|209.04\|215.00\|201.18\|154554;2026-07-10\|206.03\|-3.57\|215.00\|224.14\|206.00\|144108;2026-07-13\|189.00\|-8.27\|202.00\|206.29\|185.45\|156227;2026-07-14\|206.05\|9.02\|189.02\|207.90\|186.56\|163230;2026-07-15\|190.20\|-7.69\|206.00\|209.83\|190.02\|142118;2026-07-16\|177.00\|-6.94\|178.04\|187.88\|173.79\|154728
111538	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	AI算力PCB+光模块+减持完成+珠海国资行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月8日互动易及2026年4月9日年报，公司主营PCB，聚焦AI服务器、800G及1.6T光模块、交换机等高增长赛道，高层高阶UHD产品已通过头部厂商认证并批量交付。 2、据2025年4月8日互动易，光模块领域为公司重点布局方向之一，公司已批量生产应用于800G等光模块产品的PCB；据2025年9月27日公告，公司已成功开发1.6T光模块产品并实现规模化生产。 3、据2026年6月23日公告，公司股东方正信息产业减持计划期限届满，累计减持1.26亿股占总股本2.96%，减持压力释放。 4、公司最终控制人为珠海市人民政府国有资产监督管理委员会。	公司PCB业务产品主要包括高密度互连板、多层板、系统板、大型背板、金手指板和车载板等，在服务存储和光模块领域均有应用，华为是公司PCB业务的主要客户之一	2026-03-09\|10.51\|-1.78\|10.53\|10.55\|10.18\|949611;2026-03-10\|10.86\|3.33\|10.65\|10.88\|10.63\|850621;2026-03-11\|10.72\|-1.29\|10.86\|10.99\|10.68\|646747;2026-03-12\|10.52\|-1.87\|10.68\|10.87\|10.44\|691708;2026-03-13\|10.52\|0.00\|10.44\|10.65\|10.40\|659966;2026-03-16\|10.73\|2.00\|10.53\|10.80\|10.40\|791436;2026-03-17\|10.40\|-3.08\|10.78\|10.96\|10.37\|899429;2026-03-18\|10.52\|1.15\|10.42\|10.56\|10.24\|742693;2026-03-19\|10.15\|-3.52\|10.38\|10.44\|10.09\|741386;2026-03-20\|10.00\|-1.48\|10.17\|10.35\|9.89\|792902;2026-03-23\|9.35\|-6.50\|9.73\|9.81\|9.26\|1075040;2026-03-24\|9.80\|4.81\|9.53\|9.83\|9.37\|1015364;2026-03-25\|10.05\|2.55\|9.90\|10.12\|9.86\|745823;2026-03-26\|9.93\|-1.19\|10.02\|10.15\|9.90\|613010;2026-03-27\|9.89\|-0.40\|9.76\|9.99\|9.68\|456005;2026-03-30\|10.00\|1.11\|9.70\|10.02\|9.68\|521439;2026-03-31\|9.88\|-1.20\|9.91\|10.28\|9.88\|650252;2026-04-01\|10.06\|1.82\|10.08\|10.20\|9.95\|547730;2026-04-02\|9.70\|-3.58\|10.00\|10.05\|9.66\|554189;2026-04-03\|9.63\|-0.72\|9.80\|9.83\|9.61\|356557;2026-04-07\|9.78\|1.56\|9.63\|9.87\|9.63\|429159;2026-04-08\|10.38\|6.13\|9.98\|10.38\|9.98\|1041885;2026-04-09\|10.16\|-2.12\|10.30\|10.40\|10.10\|968222;2026-04-10\|10.11\|-0.49\|10.26\|10.28\|10.09\|714768;2026-04-13\|10.49\|3.76\|10.00\|10.65\|9.97\|1364085;2026-04-14\|10.76\|2.57\|10.48\|10.78\|10.38\|1356109;2026-04-15\|10.36\|-3.72\|10.80\|10.81\|10.31\|1064213;2026-04-16\|10.46\|0.97\|10.40\|10.49\|10.28\|862457;2026-04-17\|10.68\|2.10\|10.43\|10.88\|10.28\|1334957;2026-04-20\|11.75\|10.02\|11.08\|11.75\|11.08\|1996869;2026-04-21\|11.46\|-2.47\|11.64\|11.64\|11.28\|2678861;2026-04-22\|11.82\|3.14\|11.40\|11.85\|11.36\|2258454;2026-04-23\|11.67\|-1.27\|11.80\|11.91\|11.51\|1793464;2026-04-24\|11.52\|-1.29\|11.65\|11.73\|11.28\|1351014;2026-04-27\|11.95\|3.73\|11.60\|12.08\|11.45\|2506964;2026-04-28\|11.60\|-2.93\|12.20\|12.31\|11.29\|2600159;2026-04-29\|11.81\|1.81\|11.36\|12.10\|11.36\|2370169;2026-04-30\|11.67\|-1.19\|11.85\|12.07\|11.61\|1475002;2026-05-06\|11.86\|1.63\|11.88\|11.99\|11.74\|1999962;2026-05-07\|12.06\|1.69\|11.91\|12.16\|11.76\|2113403;2026-05-08\|12.12\|0.50\|11.88\|12.25\|11.75\|2034952;2026-05-11\|13.33\|9.98\|12.42\|13.33\|12.40\|4102778;2026-05-12\|14.31\|7.35\|13.85\|14.66\|13.85\|7247675;2026-05-13\|14.20\|-0.77\|14.18\|14.66\|13.66\|4962694;2026-05-14\|13.20\|-7.04\|14.21\|14.34\|13.19\|3307934;2026-05-15\|12.50\|-5.30\|13.28\|13.55\|12.33\|2569316;2026-05-18\|12.70\|1.60\|12.34\|12.99\|12.19\|2144912;2026-05-19\|12.36\|-2.68\|12.58\|12.58\|12.00\|1928038;2026-05-20\|12.03\|-2.67\|12.31\|12.48\|11.94\|1583024;2026-05-21\|11.63\|-3.33\|12.17\|12.60\|11.60\|2517951;2026-05-22\|12.79\|9.97\|11.90\|12.79\|11.90\|3422879;2026-05-25\|13.01\|1.72\|13.02\|13.35\|12.71\|3213028;2026-05-26\|13.43\|3.23\|12.95\|13.55\|12.71\|3601770;2026-05-27\|13.04\|-2.90\|13.19\|13.38\|12.80\|2673216;2026-05-28\|12.96\|-0.61\|12.91\|13.09\|12.68\|1844341;2026-05-29\|13.43\|3.63\|13.11\|14.26\|13.10\|4866250;2026-06-01\|12.43\|-7.45\|13.25\|13.45\|12.29\|3506024;2026-06-02\|12.67\|1.93\|12.50\|12.97\|12.05\|2675988;2026-06-03\|12.36\|-2.45\|12.66\|12.94\|12.17\|2471080;2026-06-04\|12.62\|2.10\|12.13\|12.91\|12.04\|2353332;2026-06-05\|12.42\|-1.58\|12.50\|12.92\|12.20\|2097238;2026-06-08\|12.05\|-2.98\|11.68\|12.49\|11.52\|2109326;2026-06-09\|12.38\|2.74\|12.27\|12.61\|12.07\|1714877;2026-06-10\|11.89\|-3.96\|12.22\|12.38\|11.67\|1677197;2026-06-11\|11.72\|-1.43\|11.80\|11.95\|11.52\|1464319;2026-06-12\|12.89\|9.98\|11.96\|12.89\|11.88\|3701538;2026-06-15\|13.45\|4.34\|12.90\|13.46\|12.65\|3405429;2026-06-16\|14.10\|4.83\|13.45\|14.42\|13.28\|3358067;2026-06-17\|14.35\|1.77\|13.82\|15.07\|13.82\|3821603;2026-06-18\|14.40\|0.35\|14.41\|14.61\|14.20\|2506993;2026-06-22\|14.05\|-2.43\|14.60\|14.67\|13.77\|2510173;2026-06-23\|13.43\|-4.41\|13.88\|14.10\|13.31\|1967048;2026-06-24\|13.29\|-1.04\|13.43\|13.64\|13.05\|1735064;2026-06-25\|14.16\|6.55\|13.38\|14.54\|13.10\|3343162;2026-06-26\|13.00\|-8.19\|13.99\|14.18\|12.96\|2536010;2026-06-29\|12.58\|-3.23\|12.96\|13.09\|12.02\|2386767;2026-06-30\|13.84\|10.02\|12.57\|13.84\|12.48\|1941252;2026-07-01\|13.97\|0.94\|14.50\|14.98\|13.85\|3924336;2026-07-02\|14.92\|6.80\|13.62\|15.37\|13.42\|5254854;2026-07-03\|15.12\|1.34\|15.18\|15.76\|14.41\|4802318;2026-07-06\|14.99\|-0.86\|15.35\|15.86\|14.60\|3594878;2026-07-07\|14.70\|-1.93\|15.00\|15.85\|14.48\|3322522;2026-07-08\|13.30\|-9.52\|14.89\|14.99\|13.25\|3633941;2026-07-09\|13.88\|4.36\|13.64\|13.96\|12.93\|2954272;2026-07-10\|13.18\|-5.04\|14.08\|14.45\|13.13\|2426505;2026-07-13\|12.18\|-7.59\|13.00\|13.94\|12.01\|3367181;2026-07-14\|12.63\|3.69\|12.18\|12.85\|11.65\|2882840;2026-07-15\|11.71\|-7.28\|12.69\|12.80\|11.61\|2371878;2026-07-16\|11.68\|-0.26\|11.40\|11.98\|11.01\|2035245
111537	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	黑磷+PCB概念+CSR增韧剂+一季报增长行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年5月21日投资者关系管理信息，公司控股子公司瑞丰玥能黑磷吨级中试装置调试工作已完成，并已小批量投料试验。黑磷是一种二维半导体材料，在新能源电池负极材料、半导体等领域有潜在应用价值。 2、据2026年5月21日及2026年2月24日投资者关系管理信息，公司CSR增韧剂等工程塑料助剂产品可用于覆铜板、PCB板等领域，正与国内部分客户进行技术对接及产品验证，已实现小批量出货。 3、据2026年4月15日公告，公司2026年一季度实现归母净利润2023.54万元，同比增长282.99%。	公司CSR增韧剂产于2025年取得突破，并实现小批量出货，主要用于汽车、覆铜板、风电、封装等领域环氧树脂等树脂材料或复合材料的增韧改性	2026-03-09\|11.94\|-1.40\|11.97\|12.04\|11.75\|80955;2026-03-10\|12.16\|1.84\|12.00\|12.22\|11.92\|72690;2026-03-11\|14.15\|16.37\|12.37\|14.48\|12.22\|350407;2026-03-12\|15.04\|6.29\|15.01\|16.60\|14.57\|683917;2026-03-13\|15.20\|1.06\|16.22\|16.54\|14.81\|589890;2026-03-16\|17.46\|14.87\|15.51\|18.20\|15.51\|722056;2026-03-17\|15.37\|-11.97\|16.66\|17.30\|15.03\|671385;2026-03-18\|15.09\|-1.82\|15.09\|15.77\|14.57\|502716;2026-03-19\|14.00\|-7.22\|14.66\|15.28\|13.90\|430833;2026-03-20\|14.36\|2.57\|13.96\|15.10\|13.80\|447685;2026-03-23\|13.40\|-6.69\|13.60\|14.10\|13.26\|317264;2026-03-24\|13.67\|2.01\|13.60\|13.70\|12.96\|294498;2026-03-25\|14.10\|3.15\|13.60\|14.39\|13.53\|319524;2026-03-26\|13.37\|-5.18\|13.96\|14.32\|13.35\|260791;2026-03-27\|13.78\|3.07\|13.23\|13.96\|13.14\|232734;2026-03-30\|13.43\|-2.54\|13.50\|13.64\|13.20\|185216;2026-03-31\|12.68\|-5.58\|13.41\|13.55\|12.66\|205443;2026-04-01\|13.21\|4.18\|12.98\|13.66\|12.98\|198711;2026-04-02\|13.05\|-1.21\|13.37\|13.46\|12.86\|159245;2026-04-03\|12.66\|-2.99\|13.06\|13.30\|12.54\|126719;2026-04-07\|13.40\|5.85\|12.69\|13.62\|12.68\|173797;2026-04-08\|13.95\|4.10\|13.98\|14.30\|13.45\|221997;2026-04-09\|14.05\|0.72\|13.80\|14.20\|13.54\|204786;2026-04-10\|13.95\|-0.71\|14.04\|14.19\|13.85\|154450;2026-04-13\|14.60\|4.66\|13.88\|14.66\|13.86\|252766;2026-04-14\|15.01\|2.81\|14.51\|15.17\|14.33\|304588;2026-04-15\|15.31\|2.00\|14.36\|15.65\|14.03\|482562;2026-04-16\|15.84\|3.46\|15.04\|16.37\|14.92\|418962;2026-04-17\|17.18\|8.46\|15.80\|17.70\|15.80\|414853;2026-04-20\|17.36\|1.05\|17.23\|18.05\|16.68\|357085;2026-04-21\|16.45\|-5.24\|17.36\|17.36\|16.40\|308887;2026-04-22\|17.22\|4.68\|16.81\|17.32\|16.25\|261344;2026-04-23\|17.58\|2.09\|17.18\|18.10\|16.50\|303695;2026-04-24\|17.09\|-2.79\|17.32\|17.44\|16.74\|219354;2026-04-27\|17.85\|4.45\|17.08\|18.48\|16.88\|234013;2026-04-28\|19.72\|10.48\|18.71\|20.30\|18.30\|395770;2026-04-29\|18.59\|-5.73\|19.44\|19.72\|18.55\|388233;2026-04-30\|17.64\|-5.11\|18.65\|18.75\|17.55\|314059;2026-05-06\|17.99\|1.98\|17.31\|18.33\|17.13\|329219;2026-05-07\|19.07\|6.00\|17.98\|19.38\|17.76\|292203;2026-05-08\|18.27\|-4.20\|18.59\|19.30\|18.22\|219925;2026-05-11\|18.00\|-1.48\|18.28\|18.50\|17.80\|194897;2026-05-12\|19.48\|8.22\|17.91\|19.74\|17.55\|441720;2026-05-13\|20.43\|4.88\|19.00\|21.00\|18.80\|405790;2026-05-14\|19.20\|-6.02\|20.05\|20.90\|19.16\|330664;2026-05-15\|18.34\|-4.48\|19.04\|19.28\|18.14\|250133;2026-05-18\|19.30\|5.23\|18.02\|19.80\|18.02\|271097;2026-05-19\|18.60\|-3.63\|19.17\|19.89\|18.44\|233068;2026-05-20\|18.60\|0.00\|18.51\|18.99\|18.11\|200597;2026-05-21\|17.39\|-6.51\|18.46\|19.07\|17.20\|227232;2026-05-22\|20.87\|20.01\|17.68\|20.87\|17.60\|435626;2026-05-25\|20.78\|-0.43\|21.36\|21.80\|20.50\|453285;2026-05-26\|20.39\|-1.88\|20.72\|20.95\|19.70\|326898;2026-05-27\|18.67\|-8.44\|20.60\|20.63\|18.38\|389200;2026-05-28\|18.88\|1.12\|18.80\|19.50\|18.35\|331099;2026-05-29\|18.85\|-0.16\|19.20\|19.87\|18.50\|425122;2026-06-01\|18.63\|-1.17\|18.52\|19.09\|18.00\|320974;2026-06-02\|20.01\|7.41\|18.29\|20.27\|17.86\|457317;2026-06-03\|19.39\|-3.10\|19.83\|20.18\|18.91\|321712;2026-06-04\|18.08\|-6.76\|19.08\|19.45\|17.11\|408798;2026-06-05\|17.82\|-1.44\|17.86\|18.58\|17.17\|308678;2026-06-08\|17.70\|-0.67\|16.85\|17.99\|16.70\|267590;2026-06-09\|19.08\|7.80\|17.93\|19.19\|17.93\|331977;2026-06-10\|19.10\|0.10\|19.12\|19.98\|18.66\|225384;2026-06-11\|18.73\|-1.47\|18.88\|19.31\|18.26\|171488;2026-06-12\|18.11\|-3.31\|19.19\|19.87\|18.00\|266796;2026-06-15\|19.75\|9.06\|18.50\|19.88\|18.40\|337886;2026-06-16\|20.53\|3.95\|19.80\|20.59\|19.30\|307801;2026-06-17\|20.85\|1.56\|20.20\|21.83\|20.00\|398937;2026-06-18\|19.55\|-6.24\|20.44\|20.70\|19.39\|348374;2026-06-22\|23.46\|20.00\|19.95\|23.46\|19.94\|639004;2026-06-23\|21.14\|-9.89\|23.66\|24.00\|20.86\|582277;2026-06-24\|22.10\|4.54\|21.52\|22.86\|19.93\|593584;2026-06-25\|20.73\|-6.20\|22.40\|22.60\|20.60\|449774;2026-06-26\|22.76\|9.79\|20.62\|23.98\|19.89\|623494;2026-06-29\|22.24\|-2.28\|23.18\|24.18\|21.34\|533114;2026-06-30\|21.74\|-2.25\|21.70\|22.00\|21.02\|409365;2026-07-01\|22.56\|3.77\|21.62\|23.02\|20.93\|497937;2026-07-02\|20.69\|-8.29\|21.46\|21.95\|20.31\|338999;2026-07-03\|18.55\|-10.34\|20.40\|20.69\|18.50\|357161;2026-07-06\|18.71\|0.86\|18.37\|19.23\|17.56\|268423;2026-07-07\|17.13\|-8.44\|18.49\|18.88\|16.94\|239065;2026-07-08\|16.12\|-5.90\|17.35\|17.37\|16.06\|206822;2026-07-09\|16.11\|-0.06\|16.18\|16.45\|15.36\|198160;2026-07-10\|15.41\|-4.35\|16.11\|16.50\|15.40\|201806;2026-07-13\|14.43\|-6.36\|15.37\|15.79\|14.25\|187925;2026-07-14\|15.05\|4.30\|14.69\|15.22\|14.28\|162407;2026-07-15\|14.63\|-2.79\|15.10\|15.23\|14.50\|120491;2026-07-16\|13.92\|-4.85\|14.50\|14.70\|13.80\|128071
111536	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB化学品+AI算力+股权激励行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月15日公告，公司作为国内PCB化学品龙头，充分受益于AI及高性能计算发展，PCB化学品业务2025年营收占比达70.24%，连续三年高速增长。 2、据2026年6月2日互动易，子公司东硕科技研发的IC封装基板专用酸铜添加剂已通过多家客户验证并批量应用，打破国外垄断，适用于高端电镀需求；据2025年年报，高速光模块键合剂已通过1.6T性能测试，产品终端覆盖人工智能等产业链。 3、据2026年6月13日公告，公司2026年第二次临时股东会审议通过了《2026年限制性股票激励计划》，有助于激发管理层及核心员工积极性；据2026年一季报，公司一季度归母净利润4114.51万元，同比增长63.19%。	1、国内PCB化学品的领先厂商；公司主要产品包括PCB化学品，PCB化学品的功能主要应用于集成电路互连技术； 2、消息称公司在硫化锂的生产上选择了固态和固相合成的干法路线，已在下游固态电池客户中处于领先地位	2026-03-09\|20.33\|-2.87\|20.51\|20.59\|19.60\|232132;2026-03-10\|20.82\|2.41\|20.66\|21.02\|20.59\|131334;2026-03-11\|21.05\|1.10\|20.84\|21.48\|20.80\|136897;2026-03-12\|20.61\|-2.09\|21.01\|21.01\|20.34\|122885;2026-03-13\|20.60\|-0.05\|20.43\|21.25\|20.40\|146019;2026-03-16\|21.00\|1.94\|20.55\|21.00\|20.40\|132925;2026-03-17\|19.93\|-5.10\|21.00\|21.15\|19.90\|174984;2026-03-18\|19.94\|0.05\|19.99\|20.08\|19.53\|128479;2026-03-19\|18.92\|-5.12\|19.59\|19.63\|18.90\|169414;2026-03-20\|18.51\|-2.17\|18.98\|19.17\|18.47\|122461;2026-03-23\|17.47\|-5.62\|18.00\|18.48\|17.40\|161104;2026-03-24\|17.82\|2.00\|17.82\|17.96\|17.03\|130508;2026-03-25\|18.10\|1.57\|17.94\|18.26\|17.87\|110314;2026-03-26\|18.28\|0.99\|18.05\|18.66\|17.96\|128569;2026-03-27\|18.79\|2.79\|18.01\|18.91\|18.00\|129108;2026-03-30\|18.72\|-0.37\|18.58\|18.94\|18.35\|88169;2026-03-31\|17.87\|-4.54\|18.75\|18.76\|17.83\|158950;2026-04-01\|18.15\|1.57\|18.28\|18.28\|17.95\|87879;2026-04-02\|17.19\|-5.29\|17.71\|17.87\|17.07\|172120;2026-04-03\|16.51\|-3.96\|17.25\|17.39\|16.41\|130529;2026-04-07\|17.04\|3.21\|16.75\|17.18\|16.75\|112933;2026-04-08\|17.60\|3.29\|17.36\|17.60\|17.32\|93214;2026-04-09\|17.39\|-1.19\|17.40\|17.54\|17.29\|64753;2026-04-10\|18.05\|3.80\|17.50\|18.25\|17.49\|128725;2026-04-13\|18.92\|4.82\|18.05\|18.98\|17.99\|155801;2026-04-14\|19.70\|4.12\|19.00\|20.18\|19.00\|253496;2026-04-15\|18.75\|-4.82\|19.72\|19.85\|18.70\|212682;2026-04-16\|19.24\|2.61\|18.95\|19.33\|18.68\|161357;2026-04-17\|19.54\|1.56\|19.11\|19.65\|19.09\|153566;2026-04-20\|19.60\|0.31\|19.50\|19.97\|19.41\|142580;2026-04-21\|19.97\|1.89\|19.44\|20.17\|19.28\|201838;2026-04-22\|20.19\|1.10\|19.97\|20.38\|19.88\|194158;2026-04-23\|20.27\|0.40\|20.40\|20.69\|19.95\|268653;2026-04-24\|20.24\|-0.15\|20.01\|20.41\|19.93\|152687;2026-04-27\|22.26\|9.98\|20.10\|22.26\|20.10\|387740;2026-04-28\|21.91\|-1.57\|22.05\|22.35\|21.23\|422873;2026-04-29\|21.75\|-0.73\|21.80\|21.91\|21.19\|336272;2026-04-30\|21.70\|-0.23\|21.76\|22.18\|21.58\|249529;2026-05-06\|22.42\|3.32\|22.13\|22.65\|21.85\|342663;2026-05-07\|22.44\|0.09\|22.22\|22.75\|22.05\|285197;2026-05-08\|22.13\|-1.38\|22.21\|22.60\|22.04\|241146;2026-05-11\|22.86\|3.30\|22.20\|23.07\|22.13\|341760;2026-05-12\|22.49\|-1.19\|22.85\|22.87\|21.91\|266404;2026-05-13\|23.66\|5.20\|22.25\|23.99\|22.25\|448889;2026-05-14\|22.78\|-3.72\|23.60\|23.60\|22.74\|272514;2026-05-15\|22.79\|0.04\|22.78\|23.80\|22.57\|284861;2026-05-18\|23.90\|4.87\|22.62\|24.45\|22.50\|371866;2026-05-19\|23.12\|-3.26\|23.60\|23.68\|22.75\|305936;2026-05-20\|23.57\|1.95\|22.96\|23.80\|22.90\|262943;2026-05-21\|23.05\|-2.21\|23.91\|25.12\|22.96\|445453;2026-05-22\|25.36\|10.02\|23.90\|25.36\|23.77\|754509;2026-05-25\|27.90\|10.02\|26.75\|27.90\|26.68\|443883;2026-05-26\|28.13\|0.82\|28.00\|29.08\|27.27\|1016346;2026-05-27\|29.95\|6.47\|27.81\|30.23\|27.48\|859667;2026-05-28\|31.16\|4.04\|29.00\|31.16\|28.85\|817732;2026-05-29\|28.86\|-7.38\|30.40\|30.50\|28.51\|721965;2026-06-01\|27.35\|-5.23\|28.36\|29.20\|27.15\|511365;2026-06-02\|27.15\|-0.73\|27.25\|27.94\|26.25\|384181;2026-06-03\|28.22\|3.94\|27.31\|29.10\|26.85\|539864;2026-06-04\|28.43\|0.74\|27.72\|28.96\|27.56\|384704;2026-06-05\|27.98\|-1.58\|27.85\|29.18\|27.01\|440042;2026-06-08\|25.74\|-8.01\|26.66\|27.12\|25.31\|479342;2026-06-09\|28.31\|9.98\|26.50\|28.31\|26.30\|334800;2026-06-10\|28.55\|0.85\|28.38\|28.97\|27.86\|479685;2026-06-11\|27.63\|-3.22\|28.39\|28.80\|27.40\|414652;2026-06-12\|29.63\|7.24\|28.15\|30.39\|27.39\|742384;2026-06-15\|32.59\|9.99\|31.16\|32.59\|31.10\|335334;2026-06-16\|35.85\|10.00\|35.85\|35.85\|35.85\|46802;2026-06-17\|39.44\|10.01\|38.68\|39.44\|38.65\|206054;2026-06-18\|41.30\|4.72\|39.79\|41.48\|38.41\|1137927;2026-06-22\|41.56\|0.63\|41.15\|42.15\|38.66\|874198;2026-06-23\|37.40\|-10.01\|40.00\|40.31\|37.40\|347505;2026-06-24\|34.97\|-6.50\|34.99\|36.50\|34.11\|796351;2026-06-25\|36.85\|5.38\|35.44\|37.00\|34.27\|760213;2026-06-26\|39.11\|6.13\|36.01\|39.50\|35.90\|764848;2026-06-29\|35.20\|-10.00\|38.46\|39.40\|35.20\|530660;2026-06-30\|35.74\|1.53\|34.60\|36.50\|33.30\|530033;2026-07-01\|35.59\|-0.42\|35.90\|36.96\|34.90\|498010;2026-07-02\|34.35\|-3.48\|34.15\|36.88\|33.01\|483508;2026-07-03\|33.34\|-2.94\|32.93\|35.30\|32.05\|465039;2026-07-06\|31.62\|-5.16\|33.50\|33.98\|31.05\|349635;2026-07-07\|32.72\|3.48\|31.65\|34.78\|31.50\|484182;2026-07-08\|31.09\|-4.98\|33.69\|33.85\|30.51\|362822;2026-07-09\|32.50\|4.54\|31.72\|32.88\|29.90\|382892;2026-07-10\|30.42\|-6.40\|33.15\|33.33\|30.42\|366396;2026-07-13\|27.38\|-9.99\|29.94\|30.67\|27.38\|319473;2026-07-14\|29.50\|7.74\|27.31\|29.95\|27.25\|332702;2026-07-15\|28.61\|-3.02\|29.99\|30.20\|28.50\|238217;2026-07-16\|27.21\|-4.89\|27.90\|29.17\|26.85\|232198
111535	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-03-09\|13.41\|-2.69\|13.47\|13.53\|12.93\|450858;2026-03-10\|14.02\|4.55\|13.58\|14.16\|13.51\|556748;2026-03-11\|15.42\|9.99\|14.36\|15.42\|14.36\|824478;2026-03-12\|15.60\|1.17\|15.34\|16.29\|15.04\|1442539;2026-03-13\|15.43\|-1.09\|15.30\|15.87\|15.11\|737921;2026-03-16\|15.41\|-0.13\|15.43\|15.69\|15.15\|641158;2026-03-17\|14.56\|-5.52\|15.71\|15.74\|14.54\|695084;2026-03-18\|14.73\|1.17\|14.37\|14.83\|14.22\|563782;2026-03-19\|14.14\|-4.01\|14.25\|14.53\|14.03\|381226;2026-03-20\|13.48\|-4.67\|14.26\|14.56\|13.48\|424830;2026-03-23\|12.43\|-7.79\|12.90\|13.44\|12.22\|575432;2026-03-24\|12.99\|4.51\|12.73\|13.07\|12.26\|454142;2026-03-25\|13.70\|5.47\|13.05\|14.08\|13.05\|462919;2026-03-26\|13.49\|-1.53\|13.67\|14.02\|13.37\|328931;2026-03-27\|13.33\|-1.19\|13.17\|13.62\|12.90\|330411;2026-03-30\|13.28\|-0.38\|13.19\|13.35\|12.87\|252237;2026-03-31\|12.67\|-4.59\|13.11\|13.35\|12.58\|334411;2026-04-01\|13.28\|4.81\|13.01\|13.68\|13.01\|350790;2026-04-02\|12.68\|-4.52\|13.20\|13.25\|12.57\|272901;2026-04-03\|12.61\|-0.55\|12.75\|12.92\|12.47\|259544;2026-04-07\|12.64\|0.24\|12.62\|12.95\|12.52\|209653;2026-04-08\|13.63\|7.83\|13.05\|13.66\|12.96\|374328;2026-04-09\|13.96\|2.42\|13.45\|14.03\|13.42\|443201;2026-04-10\|13.85\|-0.79\|14.08\|14.20\|13.81\|342189;2026-04-13\|14.19\|2.45\|13.69\|14.30\|13.61\|368869;2026-04-14\|14.26\|0.49\|14.33\|14.46\|14.10\|401734;2026-04-15\|14.24\|-0.14\|14.32\|14.50\|14.12\|340310;2026-04-16\|14.33\|0.63\|14.20\|14.48\|14.01\|272857;2026-04-17\|14.63\|2.09\|14.31\|14.74\|14.26\|354070;2026-04-20\|14.99\|2.46\|14.72\|15.04\|14.51\|465362;2026-04-21\|15.69\|4.67\|14.80\|15.80\|14.74\|650311;2026-04-22\|16.51\|5.23\|15.53\|16.70\|15.51\|685355;2026-04-23\|16.04\|-2.85\|16.48\|16.88\|15.92\|600870;2026-04-24\|16.10\|0.37\|15.81\|16.66\|15.55\|587263;2026-04-27\|15.92\|-1.12\|16.10\|16.36\|15.65\|426944;2026-04-28\|15.54\|-2.39\|14.96\|16.11\|14.93\|702908;2026-04-29\|15.80\|1.67\|15.51\|16.11\|15.00\|387295;2026-04-30\|15.50\|-1.90\|15.91\|15.97\|15.32\|328016;2026-05-06\|17.05\|10.00\|16.38\|17.05\|16.28\|121770;2026-05-07\|17.99\|5.51\|18.76\|18.76\|17.47\|1090850;2026-05-08\|18.38\|2.17\|17.96\|18.54\|17.30\|761956;2026-05-11\|20.22\|10.01\|19.00\|20.22\|18.49\|1171315;2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.62\|-6.21\|18.07\|18.38\|16.58\|331640;2026-07-16\|15.76\|-5.17\|16.76\|16.76\|15.66\|317917
111534	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	AI PCB+PCB扩产+量子计算行业原因：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，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日互动易，公司深耕PCB行业二十年，主营业务为PCB的研发、生产和销售，是一家专注于中高端样板和小批量板的PCB企业。公司 1.6T 光模块PCB产品前可开展样板生产。 2、根据2026年1月26日互动易，量子技术相关 PCB 属于高端印制电路板领域，契合公司在高端 PCB 及前沿应用领域的研发布局。目前，公司已有量子技术相关 PCB 产品的样板试制。 3、据2026年5月20日互动易，南通96万平方米多层板、HDI板项目预计年中投产，产能释放支撑AI服务器、光模块等订单增长。	公司是一家专注于中高端样板和小批量板的PCB企业，产品广泛应用于工业控制、通信设备、汽车电子、消费电子、医疗健康和半导体测试等应用领域	2026-03-09\|108.99\|-2.61\|108.50\|109.49\|104.16\|28883;2026-03-10\|116.17\|6.59\|111.02\|120.73\|111.02\|41610;2026-03-11\|114.30\|-1.61\|117.11\|118.45\|113.66\|27955;2026-03-12\|111.65\|-2.32\|113.88\|115.35\|109.81\|24451;2026-03-13\|112.17\|0.47\|111.01\|114.58\|109.48\|22257;2026-03-16\|114.87\|2.41\|111.65\|114.87\|107.45\|25366;2026-03-17\|107.80\|-6.15\|114.30\|114.30\|107.00\|27549;2026-03-18\|110.38\|2.39\|108.91\|110.98\|107.75\|18882;2026-03-19\|107.13\|-2.94\|108.95\|110.80\|106.44\|17461;2026-03-20\|104.73\|-2.24\|108.85\|111.30\|104.71\|23321;2026-03-23\|96.51\|-7.85\|102.25\|103.18\|96.03\|25015;2026-03-24\|101.45\|5.12\|99.14\|101.55\|97.77\|19614;2026-03-25\|102.74\|1.27\|101.61\|104.45\|101.61\|17392;2026-03-26\|100.30\|-2.37\|102.21\|103.89\|99.60\|12415;2026-03-27\|100.40\|0.10\|98.90\|101.46\|98.45\|12532;2026-03-30\|99.96\|-0.44\|98.40\|100.55\|97.05\|11460;2026-03-31\|97.06\|-2.90\|99.95\|100.48\|96.50\|12299;2026-04-01\|101.54\|4.62\|100.18\|103.81\|100.00\|20019;2026-04-02\|98.41\|-3.08\|101.22\|101.54\|97.80\|11819;2026-04-03\|98.73\|0.33\|99.98\|101.35\|98.49\|11429;2026-04-07\|99.93\|1.22\|98.74\|101.64\|98.74\|11804;2026-04-08\|106.87\|6.94\|103.60\|106.88\|102.28\|22878;2026-04-09\|106.88\|0.01\|105.50\|107.80\|105.10\|20882;2026-04-10\|104.25\|-2.46\|106.20\|106.66\|104.00\|24350;2026-04-13\|107.83\|3.43\|103.37\|108.16\|103.00\|23673;2026-04-14\|110.02\|2.03\|108.54\|110.75\|107.21\|26971;2026-04-15\|108.25\|-1.61\|110.96\|113.44\|107.71\|23437;2026-04-16\|108.30\|0.05\|108.58\|109.55\|107.00\|21308;2026-04-17\|110.68\|2.20\|107.96\|111.64\|107.65\|26715;2026-04-20\|112.99\|2.09\|111.00\|114.60\|109.82\|28002;2026-04-21\|112.30\|-0.61\|111.69\|112.95\|110.54\|19273;2026-04-22\|114.69\|2.13\|111.74\|116.00\|110.80\|24905;2026-04-23\|110.67\|-3.51\|114.85\|114.99\|109.00\|24465;2026-04-24\|106.48\|-3.79\|108.68\|110.39\|105.71\|22390;2026-04-27\|107.78\|1.22\|106.54\|110.36\|105.98\|17548;2026-04-28\|107.22\|-0.52\|107.78\|109.44\|105.03\|18474;2026-04-29\|106.18\|-0.97\|106.28\|108.80\|104.88\|16319;2026-04-30\|104.92\|-1.19\|107.20\|107.88\|104.60\|15121;2026-05-06\|107.60\|2.55\|106.80\|111.08\|106.80\|21921;2026-05-07\|110.94\|3.10\|107.61\|111.18\|106.80\|23914;2026-05-08\|113.94\|2.70\|110.35\|114.50\|109.30\|27069;2026-05-11\|115.25\|1.15\|114.00\|116.16\|112.33\|30041;2026-05-12\|113.16\|-1.81\|114.70\|115.98\|112.96\|25558;2026-05-13\|115.89\|2.41\|112.18\|116.65\|111.06\|30866;2026-05-14\|112.25\|-3.14\|116.91\|116.91\|112.08\|27250;2026-05-15\|111.20\|-0.94\|112.25\|115.38\|109.77\|25589;2026-05-18\|113.18\|1.78\|109.86\|114.65\|109.50\|22279;2026-05-19\|113.96\|0.69\|112.40\|114.66\|109.18\|21796;2026-05-20\|117.96\|3.97\|113.45\|118.99\|112.72\|37695;2026-05-21\|112.65\|-4.50\|118.50\|121.84\|112.60\|41104;2026-05-22\|135.18\|20.00\|114.61\|135.18\|114.61\|89095;2026-05-25\|135.75\|0.42\|145.99\|147.45\|134.00\|89911;2026-05-26\|144.00\|6.08\|134.00\|145.87\|134.00\|80667;2026-05-27\|131.11\|-8.95\|137.99\|139.00\|130.59\|60254;2026-05-28\|133.74\|2.01\|128.76\|133.98\|126.50\|47519;2026-05-29\|136.45\|2.03\|131.33\|144.45\|128.49\|70866;2026-06-01\|124.68\|-8.63\|136.00\|139.31\|123.52\|51645;2026-06-02\|124.12\|-0.45\|123.00\|127.73\|120.50\|43892;2026-06-03\|125.80\|1.35\|124.00\|128.10\|122.56\|44755;2026-06-04\|120.90\|-3.90\|122.01\|123.88\|117.70\|44682;2026-06-05\|115.56\|-4.42\|118.73\|119.89\|114.00\|36818;2026-06-08\|106.90\|-7.49\|106.47\|112.00\|105.23\|35625;2026-06-09\|111.83\|4.61\|109.22\|112.08\|107.77\|28319;2026-06-10\|107.46\|-3.91\|109.64\|111.65\|105.98\|21833;2026-06-11\|107.63\|0.16\|106.02\|108.48\|103.56\|21375;2026-06-12\|108.74\|1.03\|110.77\|115.55\|108.02\|30459;2026-06-15\|115.28\|6.01\|110.00\|115.45\|109.98\|33363;2026-06-16\|117.25\|1.71\|115.29\|118.44\|115.00\|32004;2026-06-17\|121.24\|3.40\|116.08\|122.56\|115.63\|37492;2026-06-18\|120.73\|-0.42\|119.99\|121.80\|118.36\|27271;2026-06-22\|119.05\|-1.39\|121.00\|121.44\|114.18\|34250;2026-06-23\|115.15\|-3.28\|118.01\|118.86\|113.30\|24060;2026-06-24\|117.00\|1.61\|113.80\|117.49\|113.80\|22784;2026-06-25\|113.85\|-2.69\|118.00\|118.00\|113.21\|27112;2026-06-26\|108.12\|-5.03\|113.18\|113.30\|107.01\|25786;2026-06-29\|99.35\|-8.11\|108.00\|110.28\|96.06\|32737;2026-06-30\|105.45\|6.14\|99.35\|107.23\|98.66\|22795;2026-07-01\|105.37\|-0.08\|106.00\|109.16\|104.44\|20491;2026-07-02\|99.90\|-5.19\|103.28\|104.50\|99.41\|19363;2026-07-03\|98.65\|-1.25\|99.91\|101.85\|98.00\|17383;2026-07-06\|94.09\|-4.62\|99.20\|99.64\|92.66\|22102;2026-07-07\|90.80\|-3.50\|93.59\|94.97\|89.39\|16247;2026-07-08\|87.12\|-4.05\|90.81\|91.76\|86.40\|14900;2026-07-09\|89.85\|3.13\|87.96\|90.16\|83.84\|19951;2026-07-10\|87.85\|-2.23\|89.88\|92.18\|87.52\|17927;2026-07-13\|79.63\|-9.36\|86.70\|88.40\|79.50\|21049;2026-07-14\|84.51\|6.13\|80.50\|84.77\|78.88\|20528;2026-07-15\|80.73\|-4.47\|84.68\|85.68\|80.00\|16365;2026-07-16\|78.96\|-2.19\|79.52\|81.57\|77.67\|15180
111533	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB钻针+AI服务器钻针+厦芝精密并购行业原因： 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4月30日投资者关系活动记录表，厦芝精密51%股权已完成交割，其AI服务器PCB钻针、极小径微钻订单旺盛，产能规模已接近全球第五，并计划2026年底月产能由1500万支扩至4000万支。 2、据2026年5月1日进展公告，发行股份收购厦芝精密剩余49%股权事项正与监管层沟通，预计5月快速推进，完成后将形成LED照明+PCB钻针双主业。 3、据2026年5月22日财闻，公司与关联方新设厦门市伊戈尔超硬涂层科技公司，强化高端涂层钻针配套能力。	公司拟收购厦门厦芝精密科技有限公司51%股权，标的为全球PCB龙头客户提供专业的微孔加工技术解决方案；其核心产品为PCB、FPC、IC载板以及AI PCB加工用钨钢微钻	2026-03-09\|108.88\|0.00\|107.00\|110.02\|100.06\|63931;2026-03-10\|113.78\|4.50\|110.01\|117.99\|108.00\|65322;2026-03-11\|106.42\|-6.47\|113.66\|114.50\|105.29\|59842;2026-03-12\|104.00\|-2.27\|106.45\|107.80\|102.80\|46342;2026-03-13\|103.28\|-0.69\|102.50\|106.00\|101.13\|31888;2026-03-16\|110.50\|6.99\|106.40\|111.89\|103.59\|59206;2026-03-17\|101.82\|-7.86\|111.60\|112.00\|101.48\|47753;2026-03-18\|103.06\|1.22\|102.66\|107.30\|100.00\|34250;2026-03-19\|98.22\|-4.70\|99.74\|101.25\|97.80\|32818;2026-03-20\|95.07\|-3.21\|99.30\|100.97\|95.00\|26585;2026-03-23\|89.95\|-5.39\|92.53\|94.03\|89.29\|31492;2026-03-24\|95.22\|5.86\|92.06\|95.35\|90.35\|28245;2026-03-25\|98.60\|3.55\|96.80\|101.60\|95.58\|39694;2026-03-26\|97.03\|-1.59\|97.55\|99.80\|95.58\|20082;2026-03-27\|100.90\|3.99\|95.27\|102.68\|95.14\|26791;2026-03-30\|102.42\|1.51\|100.18\|103.83\|99.00\|28759;2026-03-31\|100.02\|-2.34\|103.60\|103.96\|98.70\|21766;2026-04-01\|100.61\|0.59\|101.54\|103.98\|99.51\|16745;2026-04-02\|99.35\|-1.25\|99.99\|102.09\|98.25\|16118;2026-04-03\|103.00\|3.67\|98.81\|103.80\|98.51\|24611;2026-04-07\|114.01\|10.69\|105.80\|120.04\|105.55\|62367;2026-04-08\|126.00\|10.52\|116.29\|128.66\|115.09\|64346;2026-04-09\|136.20\|8.10\|125.98\|139.80\|125.60\|75565;2026-04-10\|143.00\|4.99\|132.45\|145.98\|130.24\|68832;2026-04-13\|142.00\|-0.70\|145.57\|149.59\|140.55\|48929;2026-04-14\|149.10\|5.00\|143.01\|152.50\|141.00\|42753;2026-04-15\|151.87\|1.86\|147.00\|154.97\|147.00\|35861;2026-04-16\|155.80\|2.59\|149.10\|157.31\|141.00\|50242;2026-04-17\|150.73\|-3.25\|152.12\|157.32\|149.78\|36776;2026-04-20\|149.13\|-1.06\|153.44\|162.93\|144.80\|52389;2026-04-21\|147.00\|-1.43\|148.26\|150.99\|144.23\|25514;2026-04-22\|154.34\|4.99\|147.02\|155.50\|146.01\|35139;2026-04-23\|150.49\|-2.49\|156.01\|157.50\|149.50\|22972;2026-04-24\|141.63\|-5.89\|149.30\|150.02\|139.02\|26582;2026-04-27\|142.40\|0.54\|144.00\|144.79\|140.00\|23864;2026-04-28\|137.52\|-3.43\|140.99\|141.03\|133.99\|25731;2026-04-29\|145.14\|5.54\|137.04\|150.71\|133.36\|45395;2026-04-30\|157.00\|8.17\|146.59\|158.50\|144.49\|51848;2026-05-06\|155.20\|-1.15\|157.13\|160.79\|149.31\|38278;2026-05-07\|164.90\|6.25\|154.34\|168.04\|153.00\|41957;2026-05-08\|163.53\|-0.83\|160.03\|167.77\|159.01\|24825;2026-05-11\|172.00\|5.18\|164.00\|175.57\|163.58\|34955;2026-05-12\|174.79\|1.62\|170.80\|176.60\|165.23\|24806;2026-05-13\|180.37\|3.19\|173.14\|189.66\|173.14\|35022;2026-05-14\|183.22\|1.58\|187.68\|195.45\|181.00\|25453;2026-05-15\|181.80\|-0.78\|184.00\|191.99\|177.00\|23500;2026-05-18\|195.14\|7.34\|180.89\|199.80\|175.21\|34583;2026-05-19\|199.86\|2.42\|195.30\|205.97\|191.86\|32376;2026-05-20\|206.32\|3.23\|196.49\|212.78\|195.87\|31865;2026-05-21\|198.94\|-3.58\|214.69\|214.70\|195.00\|40502;2026-05-22\|238.73\|20.00\|202.71\|238.73\|202.71\|54736;2026-05-25\|263.55\|10.40\|254.81\|268.88\|240.10\|61361;2026-05-26\|247.54\|-6.07\|250.99\|257.88\|236.88\|50298;2026-05-27\|240.11\|-3.00\|247.53\|250.98\|235.18\|32184;2026-05-28\|179.82\|5.05\|171.22\|182.88\|167.00\|47040;2026-05-29\|168.05\|-6.55\|179.82\|179.83\|166.10\|42220;2026-06-01\|152.50\|-9.25\|166.09\|169.68\|151.99\|58945;2026-06-02\|168.90\|10.75\|152.00\|170.60\|149.11\|46182;2026-06-03\|172.04\|1.86\|175.00\|180.68\|165.56\|62655;2026-06-04\|195.73\|13.77\|170.00\|202.02\|170.00\|63945;2026-06-05\|194.85\|-0.45\|193.00\|205.00\|193.00\|48457;2026-06-08\|185.92\|-4.58\|170.85\|198.62\|170.85\|44422;2026-06-09\|203.00\|9.19\|195.01\|205.31\|181.28\|50540;2026-06-10\|187.01\|-7.88\|205.00\|206.20\|181.18\|49263;2026-06-11\|183.47\|-1.89\|183.64\|190.79\|180.60\|29159;2026-06-12\|187.72\|2.32\|196.00\|201.10\|183.47\|46357;2026-06-15\|225.26\|20.00\|189.99\|225.26\|182.25\|62209;2026-06-16\|232.52\|3.22\|225.23\|240.50\|220.50\|53324;2026-06-17\|233.99\|0.63\|231.23\|243.76\|225.08\|45328;2026-06-18\|240.77\|2.90\|229.31\|251.25\|227.00\|41796;2026-06-22\|227.50\|-5.51\|244.98\|255.23\|217.70\|60737;2026-06-23\|200.98\|-11.66\|225.76\|227.80\|198.00\|66118;2026-06-24\|195.80\|-2.58\|202.80\|206.18\|193.53\|58437;2026-06-25\|190.01\|-2.96\|196.00\|202.90\|177.10\|80296;2026-06-26\|190.62\|0.32\|189.08\|202.50\|185.70\|62178;2026-06-29\|200.00\|4.92\|193.29\|204.56\|180.50\|72010;2026-06-30\|183.92\|-8.04\|190.25\|193.67\|173.00\|80350;2026-07-01\|178.21\|-3.10\|182.80\|187.99\|175.11\|50673;2026-07-02\|169.85\|-4.69\|174.74\|178.89\|168.16\|41190;2026-07-03\|169.12\|-0.43\|166.80\|175.89\|164.38\|32218;2026-07-06\|152.65\|-9.74\|169.00\|169.88\|147.00\|57401;2026-07-07\|147.88\|-3.12\|153.49\|154.67\|144.72\|29880;2026-07-08\|146.66\|-0.82\|150.49\|152.88\|142.50\|32191;2026-07-09\|147.77\|0.76\|149.00\|150.46\|140.00\|41096;2026-07-10\|142.03\|-3.88\|152.21\|163.34\|142.03\|51828;2026-07-13\|132.00\|-7.06\|142.00\|144.00\|131.30\|49301;2026-07-14\|152.00\|15.15\|133.85\|158.40\|133.01\|84375;2026-07-15\|144.61\|-4.86\|150.48\|154.97\|143.50\|52823;2026-07-16\|139.29\|-3.68\|141.40\|148.82\|137.36\|38044
111532	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	AI PCB+汽车PCB+800G光模块行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据公司2025年年报，公司积极布局AI算力基础设施领域，目前，公司已实现应用于AI基础设施及其他应用的多种高端PCB大规模量产，包括40层以上HLC、6阶22层HDI、采用mSAP工艺的14层HDI以及多层PTFE FPC等。高速网络通信领域，公司已为多家光模块头部客户稳定批量供货800G光模块产品，同时积极推动1.6T光模块量产出货。 2、据2026年4月10日投资者关系活动记录表，公司将持续强化全球第一大汽车 PCB 供应商的领先优势，加速打造 AI 数据基础设施业务增长新动能，关注 AI 端侧应用落地带来的新兴业务机会。 3、据2026年4月10日投资者关系活动记录表，珠海金湾基地部分升级产线在 2025 年已投产见效，新建高阶 HDI 工厂计划于 2026 年中试产，泰国生产基地预计于 2026年内投产。公司近年的投资扩产重点围绕面向 AI 算力数据中心的高阶 HDI、超高多层、SLP 等产品开展，并保持一定规模的其他品类产品扩产	国内少数产品类型覆盖RPCB、FPC和MPCB的厂商	2026-03-09\|58.45\|-6.13\|60.60\|60.77\|56.41\|365767;2026-03-10\|61.93\|5.95\|60.00\|62.15\|59.78\|268581;2026-03-11\|62.45\|0.84\|62.05\|63.80\|61.09\|238409;2026-03-12\|63.66\|1.94\|62.90\|65.84\|62.55\|366881;2026-03-13\|62.14\|-2.39\|62.89\|63.88\|61.42\|268062;2026-03-16\|63.45\|2.11\|61.90\|63.68\|60.00\|231553;2026-03-17\|61.06\|-3.77\|65.36\|66.28\|61.00\|290433;2026-03-18\|62.07\|1.65\|61.46\|62.68\|60.50\|196719;2026-03-19\|59.69\|-3.83\|60.50\|61.02\|59.25\|220961;2026-03-20\|57.95\|-2.92\|60.00\|60.78\|57.90\|217654;2026-03-23\|55.99\|-3.38\|56.37\|59.35\|55.77\|213941;2026-03-24\|56.54\|0.98\|57.20\|57.38\|55.15\|171039;2026-03-25\|58.35\|3.20\|57.00\|59.80\|56.75\|224601;2026-03-26\|57.38\|-1.66\|57.77\|58.56\|57.11\|133238;2026-03-27\|56.59\|-1.38\|55.95\|57.55\|55.30\|165045;2026-03-30\|55.20\|-2.46\|54.56\|55.69\|54.05\|175366;2026-03-31\|56.38\|2.14\|56.43\|58.60\|54.85\|272713;2026-04-01\|56.73\|0.62\|58.30\|58.35\|56.14\|193317;2026-04-02\|54.17\|-4.51\|55.88\|56.57\|53.90\|185565;2026-04-03\|53.89\|-0.52\|54.68\|54.98\|53.68\|135073;2026-04-07\|54.59\|1.30\|54.25\|55.42\|53.99\|146324;2026-04-08\|58.86\|7.82\|56.00\|58.90\|55.98\|313941;2026-04-09\|59.08\|0.37\|57.90\|59.69\|57.50\|222068;2026-04-10\|59.43\|0.59\|59.80\|60.45\|58.59\|223509;2026-04-13\|60.88\|2.44\|58.50\|61.47\|58.40\|258542;2026-04-14\|62.60\|2.83\|61.58\|63.80\|60.60\|369998;2026-04-15\|60.41\|-3.50\|62.95\|62.98\|60.15\|288715;2026-04-16\|63.35\|4.87\|60.50\|63.99\|60.15\|369331;2026-04-17\|66.20\|4.50\|63.16\|67.50\|62.98\|507564;2026-04-20\|64.72\|-2.24\|65.40\|66.52\|64.50\|404913;2026-04-21\|65.17\|0.70\|64.06\|65.38\|63.60\|267552;2026-04-22\|68.95\|5.80\|64.78\|69.28\|64.40\|564689;2026-04-23\|70.00\|1.52\|67.90\|71.43\|66.93\|816714;2026-04-24\|68.50\|-2.14\|71.12\|72.87\|68.44\|633324;2026-04-27\|75.35\|10.00\|71.37\|75.35\|70.90\|434254;2026-04-28\|73.32\|-2.69\|75.34\|75.99\|71.99\|537366;2026-04-29\|72.85\|-0.64\|72.58\|74.35\|70.61\|387275;2026-04-30\|70.17\|-3.68\|73.54\|73.78\|69.75\|352674;2026-05-06\|70.17\|0.00\|71.50\|72.17\|69.70\|439171;2026-05-07\|74.23\|5.79\|70.90\|76.33\|69.50\|547102;2026-05-08\|74.50\|0.36\|73.00\|77.36\|72.60\|391678;2026-05-11\|75.85\|1.81\|74.40\|76.45\|72.80\|470756;2026-05-12\|76.17\|0.42\|76.20\|77.48\|73.88\|433237;2026-05-13\|78.12\|2.56\|74.93\|80.50\|74.90\|554925;2026-05-14\|74.00\|-5.27\|78.12\|78.44\|74.00\|400707;2026-05-15\|71.43\|-3.47\|74.01\|75.35\|70.85\|311821;2026-05-18\|73.54\|3.75\|70.13\|74.00\|69.46\|293391;2026-05-19\|71.28\|-3.07\|72.93\|72.93\|68.06\|324124;2026-05-20\|76.26\|6.99\|71.58\|77.77\|71.50\|520628;2026-05-21\|75.00\|-1.65\|77.48\|81.00\|74.91\|571667;2026-05-22\|82.50\|10.00\|78.40\|82.50\|78.40\|446157;2026-05-25\|86.92\|5.36\|87.99\|89.70\|84.61\|713205;2026-05-26\|87.50\|0.67\|85.00\|89.90\|84.48\|567528;2026-05-27\|82.45\|-5.77\|86.93\|87.00\|81.75\|504206;2026-05-28\|81.22\|-1.49\|81.60\|82.63\|78.68\|385421;2026-05-29\|79.18\|-2.51\|81.74\|84.24\|77.50\|394039;2026-06-01\|72.00\|-9.07\|78.71\|81.50\|71.91\|467796;2026-06-02\|75.58\|4.97\|72.63\|76.45\|69.20\|432526;2026-06-03\|74.28\|-1.72\|75.09\|77.30\|72.94\|415160;2026-06-04\|75.30\|1.37\|73.08\|76.35\|72.50\|339605;2026-06-05\|71.33\|-5.27\|73.00\|74.76\|70.91\|336382;2026-06-08\|68.96\|-3.32\|67.04\|72.80\|67.04\|311557;2026-06-09\|72.21\|4.71\|70.20\|73.40\|69.30\|350753;2026-06-10\|75.34\|4.33\|75.00\|78.88\|74.50\|558671;2026-06-11\|75.80\|0.61\|75.25\|78.50\|73.56\|417414;2026-06-12\|73.10\|-3.56\|78.00\|78.00\|73.10\|394069;2026-06-15\|79.48\|8.73\|75.15\|79.70\|74.11\|407764;2026-06-16\|78.15\|-1.67\|79.94\|79.94\|77.11\|463086;2026-06-17\|80.76\|3.34\|77.00\|82.77\|76.76\|515303;2026-06-18\|81.06\|0.37\|79.23\|82.44\|78.31\|519518;2026-06-22\|76.59\|-5.51\|81.22\|82.00\|75.62\|595216;2026-06-23\|72.96\|-4.74\|75.51\|75.85\|71.60\|372238;2026-06-24\|72.90\|-0.08\|72.82\|74.07\|71.30\|300294;2026-06-25\|77.63\|6.49\|73.31\|79.54\|71.52\|526432;2026-06-26\|72.63\|-6.44\|76.08\|76.48\|71.82\|361679;2026-06-29\|68.59\|-5.56\|72.17\|73.88\|67.00\|352685;2026-06-30\|72.41\|5.57\|68.59\|73.00\|68.10\|281286;2026-07-01\|68.21\|-5.80\|72.42\|73.35\|68.00\|318194;2026-07-02\|66.17\|-2.99\|66.16\|70.16\|64.00\|251926;2026-07-03\|71.97\|8.77\|66.05\|72.79\|65.00\|557886;2026-07-06\|67.78\|-5.82\|71.78\|71.78\|65.81\|403006;2026-07-07\|64.34\|-5.08\|66.80\|69.25\|63.60\|258396;2026-07-08\|62.50\|-2.86\|65.00\|65.50\|61.54\|195060;2026-07-09\|68.25\|9.20\|63.88\|68.68\|63.60\|393196;2026-07-10\|70.05\|2.64\|68.73\|73.69\|68.26\|440017;2026-07-13\|65.63\|-6.31\|68.88\|70.93\|65.02\|256201;2026-07-14\|69.12\|5.32\|66.70\|70.06\|63.98\|335874;2026-07-15\|65.58\|-5.12\|69.69\|70.60\|65.52\|242571;2026-07-16\|70.79\|7.94\|64.01\|72.14\|63.01\|641647
111531	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-03-09\|19.52\|-0.51\|19.38\|19.65\|18.80\|64221;2026-03-10\|19.76\|1.23\|19.63\|19.98\|19.47\|48139;2026-03-11\|19.44\|-1.62\|19.82\|20.28\|19.40\|47891;2026-03-12\|19.08\|-1.85\|19.37\|19.54\|18.98\|38442;2026-03-13\|18.91\|-0.89\|19.00\|19.25\|18.78\|38112;2026-03-16\|18.55\|-1.90\|18.75\|18.88\|17.92\|86502;2026-03-17\|18.15\|-2.16\|18.55\|18.66\|18.08\|67288;2026-03-18\|18.31\|0.88\|18.20\|18.32\|18.05\|39804;2026-03-19\|17.35\|-5.24\|18.00\|18.12\|17.29\|55865;2026-03-20\|16.99\|-2.07\|17.51\|17.60\|16.98\|50961;2026-03-23\|15.29\|-10.01\|16.50\|16.55\|15.29\|114678;2026-03-24\|15.73\|2.88\|15.59\|15.77\|15.19\|91596;2026-03-25\|16.23\|3.18\|16.30\|16.70\|15.90\|84938;2026-03-26\|15.75\|-2.96\|16.09\|16.37\|15.66\|48278;2026-03-27\|15.90\|0.95\|15.55\|16.04\|15.26\|42573;2026-03-30\|16.38\|3.02\|15.80\|16.39\|15.63\|64964;2026-03-31\|16.00\|-2.32\|16.40\|16.56\|15.95\|51169;2026-04-01\|16.37\|2.31\|16.36\|16.56\|16.25\|46863;2026-04-02\|16.06\|-1.89\|16.27\|16.44\|15.90\|39902;2026-04-03\|15.80\|-1.62\|16.10\|16.27\|15.77\|32501;2026-04-07\|16.55\|4.75\|15.75\|16.78\|15.75\|57013;2026-04-08\|17.52\|5.86\|17.30\|17.56\|17.08\|60407;2026-04-09\|17.68\|0.91\|17.30\|17.87\|17.16\|59687;2026-04-10\|18.42\|4.19\|18.19\|18.99\|18.05\|88575;2026-04-13\|19.28\|4.67\|18.31\|19.40\|18.09\|113953;2026-04-14\|19.06\|-1.14\|20.40\|20.50\|18.92\|288361;2026-04-15\|20.36\|6.82\|19.78\|20.97\|19.63\|377993;2026-04-16\|21.52\|5.70\|20.16\|21.66\|19.90\|341269;2026-04-17\|21.11\|-1.91\|21.40\|21.60\|20.55\|213203;2026-04-20\|20.76\|-1.66\|20.72\|21.20\|20.51\|154432;2026-04-21\|21.91\|5.54\|20.41\|22.50\|20.41\|215553;2026-04-22\|22.02\|0.50\|21.88\|22.40\|21.69\|121073;2026-04-23\|21.51\|-2.32\|22.00\|22.08\|21.33\|101700;2026-04-24\|20.90\|-2.84\|21.28\|21.35\|20.71\|89159;2026-04-27\|21.52\|2.97\|20.90\|21.96\|20.90\|164185;2026-04-28\|21.98\|2.14\|21.50\|22.68\|21.30\|200347;2026-04-29\|22.42\|2.00\|21.98\|22.85\|21.70\|144332;2026-04-30\|22.07\|-1.56\|22.40\|22.54\|21.83\|101658;2026-05-06\|22.85\|3.53\|22.42\|23.13\|22.30\|145520;2026-05-07\|25.14\|10.02\|23.45\|25.14\|23.38\|126044;2026-05-08\|27.65\|9.98\|26.19\|27.65\|25.68\|113905;2026-05-11\|30.42\|10.02\|30.33\|30.42\|27.81\|415362;2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.66\|-4.36\|59.94\|60.50\|54.28\|192735;2026-07-16\|54.25\|-2.53\|53.71\|57.19\|52.50\|163006
111530	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB+AI算力扩产+光模块行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-03-09\|50.37\|-5.32\|50.97\|50.97\|48.38\|293122;2026-03-10\|52.50\|4.23\|51.46\|52.77\|51.26\|208901;2026-03-11\|53.12\|1.18\|52.80\|53.82\|52.50\|208659;2026-03-12\|52.33\|-1.49\|52.53\|53.85\|51.82\|178207;2026-03-13\|51.13\|-2.29\|50.84\|52.33\|49.98\|359019;2026-03-16\|53.85\|5.32\|50.89\|54.89\|50.36\|395259;2026-03-17\|51.50\|-4.36\|54.50\|54.97\|51.48\|292440;2026-03-18\|54.90\|6.60\|52.71\|55.47\|51.81\|486471;2026-03-19\|53.25\|-3.01\|53.50\|54.54\|52.90\|281191;2026-03-20\|52.03\|-2.29\|53.80\|54.64\|52.00\|298326;2026-03-23\|49.13\|-5.57\|50.66\|51.19\|49.00\|252558;2026-03-24\|49.99\|1.75\|50.00\|50.20\|48.13\|179486;2026-03-25\|51.37\|2.76\|50.50\|52.17\|50.16\|225592;2026-03-26\|50.45\|-1.79\|51.00\|52.39\|50.20\|183349;2026-03-27\|50.18\|-0.54\|49.50\|51.30\|48.76\|186479;2026-03-30\|50.65\|0.94\|48.71\|50.81\|48.00\|245703;2026-03-31\|52.17\|3.00\|50.65\|54.56\|49.87\|430367;2026-04-01\|53.61\|2.76\|54.25\|54.35\|53.04\|302065;2026-04-02\|50.95\|-4.96\|53.58\|53.98\|50.62\|260672;2026-04-03\|50.87\|-0.16\|51.52\|52.59\|50.70\|211690;2026-04-07\|50.93\|0.12\|51.50\|52.28\|50.01\|181919;2026-04-08\|54.67\|7.34\|52.39\|54.79\|52.36\|381904;2026-04-09\|55.60\|1.70\|53.80\|55.99\|53.60\|353290;2026-04-10\|56.30\|1.26\|56.01\|57.39\|55.06\|354266;2026-04-13\|57.90\|2.84\|56.15\|58.21\|55.64\|387980;2026-04-14\|60.33\|4.20\|59.05\|61.97\|59.01\|516779;2026-04-15\|59.42\|-1.51\|60.55\|61.99\|59.14\|423852;2026-04-16\|61.00\|2.66\|59.40\|62.53\|59.18\|391483;2026-04-17\|62.12\|1.84\|60.95\|62.18\|60.24\|392260;2026-04-20\|65.87\|6.04\|62.00\|66.95\|61.50\|519865;2026-04-21\|69.25\|5.13\|65.87\|70.80\|65.07\|465806;2026-04-22\|76.18\|10.01\|69.28\|76.18\|69.25\|485982;2026-04-23\|75.42\|-1.00\|77.43\|78.66\|74.55\|678748;2026-04-24\|71.59\|-5.08\|74.89\|76.21\|70.20\|519999;2026-04-27\|77.18\|7.81\|72.73\|77.73\|72.00\|525925;2026-04-28\|74.62\|-3.32\|77.49\|78.01\|73.77\|324332;2026-04-29\|72.82\|-2.41\|73.47\|75.13\|72.33\|312841;2026-04-30\|72.05\|-1.06\|72.82\|74.28\|71.54\|368791;2026-05-06\|75.13\|4.27\|73.00\|75.45\|71.68\|530975;2026-05-07\|75.83\|0.93\|75.33\|76.95\|73.10\|377916;2026-05-08\|75.54\|-0.38\|74.79\|77.22\|74.12\|340159;2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579
111529	京东方与康宁公司签署玻璃基板合作备忘录	国家电投入主+碳酸锶+30万吨天青石项目行业原因：据自然资源部4月29日消息，我国新一轮找矿突破战略行动取得一系列新突破，矿产资源家底进一步夯实，有力保障了国家能源资源安全。截至“十四五”末，我国稀土、钨、锡等14种矿产储量居世界第一位，煤炭、铁、锂等9种矿产储量居世界前四位。公司原因： 1、据2026年3月10日公告，黄河公司与青海国投、青海发投签署《一致行动协议》，公司实际控制人变更为国家电力投资集团。 2、据2025年年度报告，公司正筹建30万吨天青石精选及4.5万吨碳酸锶项目，投产后将贯通矿山—锶盐—合金全产业链。 3、据2025年年度报告，公司主要产品包括碳酸锶（含工业级碳酸锶、电子级碳酸锶）、金属锶、铝锶合金、硝酸锶、氢氧化锶和副产品硫磺、亚硫酸钠。公司拥有位于青海省海西州茫崖市大风山地区的锶矿，矿区面积25平方公里，保有储量约1,500万吨；目前公司已形成年产2万吨碳酸锶、2000吨金属锶及5000吨铝锶合金生产规模。	公司主营锶盐系列产品的生产和销售，可应用于液晶玻璃基板等	2026-03-09\|22.02\|-10.01\|24.90\|25.35\|22.02\|517404;2026-03-10\|21.15\|-3.95\|20.84\|22.73\|20.72\|433836;2026-03-11\|21.63\|2.27\|20.81\|21.99\|20.23\|405060;2026-03-12\|23.79\|9.99\|22.00\|23.79\|21.51\|574943;2026-03-13\|24.85\|4.46\|24.31\|25.58\|23.40\|597669;2026-03-16\|25.30\|1.81\|24.80\|27.18\|23.37\|609222;2026-03-17\|25.11\|-0.75\|25.00\|26.36\|24.65\|472354;2026-03-18\|22.85\|-9.00\|25.11\|25.11\|22.70\|406171;2026-03-19\|21.35\|-6.56\|23.52\|23.94\|21.10\|382987;2026-03-20\|19.84\|-7.07\|20.92\|21.00\|19.80\|301563;2026-03-23\|18.80\|-5.24\|18.87\|20.34\|18.58\|263763;2026-03-24\|18.63\|-0.90\|18.80\|18.92\|17.89\|263512;2026-03-25\|18.51\|-0.64\|18.36\|18.88\|18.00\|221911;2026-03-26\|17.96\|-2.97\|18.30\|18.67\|17.76\|196239;2026-03-27\|18.63\|3.73\|18.01\|19.53\|17.87\|290895;2026-03-30\|18.29\|-1.82\|19.32\|19.73\|18.10\|246070;2026-03-31\|17.43\|-4.70\|18.36\|18.84\|17.42\|232236;2026-04-01\|17.56\|0.75\|17.78\|18.04\|17.52\|178059;2026-04-02\|17.48\|-0.46\|17.60\|18.04\|17.41\|148250;2026-04-03\|16.33\|-6.58\|17.25\|17.40\|16.14\|243241;2026-04-07\|16.92\|3.61\|16.32\|17.05\|16.19\|180744;2026-04-08\|17.08\|0.95\|16.51\|17.16\|16.41\|154528;2026-04-09\|17.25\|1.00\|17.01\|17.33\|16.57\|168571;2026-04-10\|17.03\|-1.28\|17.12\|17.44\|17.00\|114433;2026-04-13\|17.95\|5.40\|17.45\|18.32\|17.10\|266138;2026-04-14\|17.35\|-3.34\|17.70\|17.77\|17.15\|207089;2026-04-15\|17.14\|-1.21\|17.20\|17.39\|17.00\|152873;2026-04-16\|18.23\|6.36\|17.02\|18.39\|17.01\|238724;2026-04-17\|18.08\|-0.82\|18.56\|18.84\|18.02\|204457;2026-04-20\|18.88\|4.42\|18.33\|19.15\|18.20\|212923;2026-04-21\|18.59\|-1.54\|18.82\|19.14\|18.05\|152848;2026-04-22\|18.82\|1.24\|18.61\|19.14\|18.37\|163901;2026-04-23\|18.30\|-2.76\|18.67\|18.89\|18.02\|138600;2026-04-24\|18.05\|-1.37\|18.41\|18.56\|17.68\|124884;2026-04-27\|18.31\|1.44\|17.60\|18.99\|17.12\|198445;2026-04-28\|18.26\|-0.27\|18.28\|18.47\|17.82\|109656;2026-04-29\|20.09\|10.02\|18.26\|20.09\|17.86\|190582;2026-04-30\|22.10\|10.01\|20.95\|22.10\|20.60\|474412;2026-05-06\|21.66\|-1.99\|22.10\|22.70\|21.23\|367678;2026-05-07\|22.43\|3.55\|21.44\|22.65\|20.95\|330844;2026-05-08\|23.10\|2.99\|22.38\|23.53\|22.20\|265540;2026-05-11\|24.77\|7.23\|23.10\|25.41\|23.01\|348255;2026-05-12\|25.40\|2.54\|25.28\|25.76\|24.00\|293851;2026-05-13\|25.47\|0.28\|25.20\|26.80\|25.01\|219315;2026-05-14\|25.19\|-1.10\|25.65\|27.43\|25.19\|258517;2026-05-15\|25.20\|0.04\|25.19\|25.77\|24.89\|199869;2026-05-18\|27.72\|10.00\|25.01\|27.72\|25.01\|189767;2026-05-19\|27.54\|-0.65\|28.00\|28.83\|27.40\|296552;2026-05-20\|27.72\|0.65\|27.54\|27.80\|26.44\|213228;2026-05-21\|27.15\|-2.06\|27.32\|29.87\|27.15\|306285;2026-05-22\|29.87\|10.02\|27.40\|29.87\|27.39\|223966;2026-05-25\|32.05\|7.30\|30.89\|32.50\|30.64\|304691;2026-05-26\|31.60\|-1.40\|32.03\|33.17\|30.90\|282779;2026-05-27\|29.15\|-7.75\|31.69\|32.39\|28.44\|383315;2026-05-28\|30.05\|3.09\|29.00\|30.74\|28.68\|263065;2026-05-29\|29.36\|-2.30\|29.26\|30.86\|28.40\|217798;2026-06-01\|29.71\|1.19\|28.70\|31.82\|28.70\|183294;2026-06-02\|28.92\|-2.66\|29.20\|30.03\|28.50\|156068;2026-06-03\|29.83\|3.15\|28.51\|30.81\|28.51\|216140;2026-06-04\|29.91\|0.27\|29.50\|30.33\|28.80\|187294;2026-06-05\|32.90\|10.00\|29.50\|32.90\|28.50\|219025;2026-06-08\|30.01\|-8.78\|33.20\|33.35\|29.78\|338834;2026-06-09\|28.61\|-4.67\|30.34\|30.56\|27.90\|257191;2026-06-10\|28.82\|0.73\|28.61\|28.95\|27.18\|234620;2026-06-11\|29.22\|1.39\|28.91\|29.33\|27.50\|181603;2026-06-12\|28.05\|-4.00\|29.23\|31.22\|27.78\|215318;2026-06-15\|28.33\|1.00\|28.10\|29.67\|27.48\|226452;2026-06-16\|27.78\|-1.94\|28.05\|29.09\|27.50\|165735;2026-06-17\|27.11\|-2.41\|27.50\|28.80\|26.72\|207156;2026-06-18\|25.09\|-7.45\|26.64\|26.64\|24.58\|286194;2026-06-22\|25.24\|0.60\|25.65\|25.65\|24.10\|200678;2026-06-23\|23.85\|-5.51\|25.25\|25.25\|23.67\|149710;2026-06-24\|22.74\|-4.65\|23.50\|23.83\|22.67\|150695;2026-06-25\|21.97\|-3.39\|22.80\|23.10\|21.75\|146468;2026-06-26\|21.26\|-3.23\|21.76\|22.52\|21.19\|154281;2026-06-29\|19.43\|-8.61\|21.31\|21.63\|19.19\|196574;2026-06-30\|20.53\|5.66\|19.88\|21.09\|19.00\|205246;2026-07-01\|20.73\|0.97\|21.00\|22.58\|19.91\|424690;2026-07-02\|18.82\|-9.21\|20.00\|20.45\|18.80\|335089;2026-07-03\|18.00\|-4.36\|19.30\|19.33\|17.97\|192859;2026-07-06\|17.22\|-4.33\|18.20\|18.88\|17.20\|203197;2026-07-07\|16.37\|-4.94\|17.23\|17.35\|16.25\|145381;2026-07-08\|15.92\|-2.75\|16.59\|16.77\|15.77\|127275;2026-07-09\|15.59\|-2.07\|16.00\|16.25\|15.09\|156240;2026-07-10\|15.68\|0.58\|15.57\|16.13\|15.43\|155910;2026-07-13\|14.23\|-9.25\|15.79\|15.80\|14.23\|145867;2026-07-14\|15.18\|6.68\|14.45\|15.30\|14.22\|180003;2026-07-15\|14.99\|-1.25\|15.60\|15.89\|14.97\|166003;2026-07-16\|14.17\|-5.47\|14.85\|15.08\|14.13\|128814
111528	京东方与康宁公司签署玻璃基板合作备忘录	PCB化学品+电镀添加剂+先进封装+一季报增长行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2026年5月11日投资者关系活动记录表，公司TGV电镀添加剂已实现批量出货并逐步放量，是部分头部客户核心供应商，正配合客户量产计划推进产业化进程。 2、据东北证券2026年6月11日研报，公司沉铜/电镀化学品产品通过英伟达认证；据2026年5月11日投资者关系活动记录表，适配AI算力高端PCB的SkyStrate VF系列电镀添加剂已通过部分IC载板厂量产导入。 3、据2026年4月28日公告，公司2026年一季度实现营收1.45亿元，同比增长42.41%，归母净利润2993.86万元，同比增长57.79%，高毛利电镀添加剂销售占比提升驱动利润增速高于营收增速。	1、公司主要从事PCB所需要的专用电子化学品，前期已有TGV相关玻璃基板通孔填孔的研发和技术储备； 2、公司先进封装的产品主要聚焦于RDL、bumping、TSV和TGV,其相关的电镀添加剂已经研发完成，并处于下游客户持续验证阶段	2026-03-09\|85.22\|-1.88\|84.00\|86.81\|80.57\|36096;2026-03-10\|88.61\|3.98\|86.13\|89.99\|85.50\|31304;2026-03-11\|86.53\|-2.35\|89.46\|90.68\|86.50\|31718;2026-03-12\|83.77\|-3.19\|86.20\|87.22\|82.68\|35107;2026-03-13\|83.65\|-0.14\|84.00\|89.69\|83.00\|32843;2026-03-16\|82.42\|-1.47\|83.78\|83.78\|80.00\|31402;2026-03-17\|78.01\|-5.35\|83.77\|84.77\|78.01\|34168;2026-03-18\|78.50\|0.63\|78.88\|79.65\|77.35\|17924;2026-03-19\|74.62\|-4.94\|77.00\|77.99\|74.21\|18320;2026-03-20\|72.42\|-2.95\|74.42\|76.50\|72.07\|20149;2026-03-23\|66.31\|-8.44\|71.55\|71.55\|65.88\|30333;2026-03-24\|75.88\|14.43\|69.00\|77.00\|66.33\|44750;2026-03-25\|78.28\|3.16\|78.00\|80.76\|77.00\|47755;2026-03-26\|74.30\|-5.08\|76.88\|77.43\|74.01\|32162;2026-03-27\|77.82\|4.74\|73.62\|80.33\|71.66\|43763;2026-03-30\|79.20\|1.77\|75.76\|80.75\|75.76\|31775;2026-03-31\|78.95\|-0.32\|78.81\|83.93\|77.88\|38204;2026-04-01\|79.48\|0.67\|82.00\|82.50\|78.69\|28162;2026-04-02\|76.90\|-3.25\|79.08\|79.91\|75.50\|29876;2026-04-03\|75.70\|-1.56\|77.52\|78.72\|75.59\|19352;2026-04-07\|77.55\|2.44\|75.99\|80.60\|75.70\|25483;2026-04-08\|87.30\|12.57\|80.15\|89.49\|79.10\|68551;2026-04-09\|88.78\|1.70\|86.30\|88.88\|84.82\|40814;2026-04-10\|88.28\|-0.56\|91.54\|96.98\|87.60\|72427;2026-04-13\|86.24\|-2.31\|86.80\|88.56\|85.66\|53160;2026-04-14\|87.13\|1.03\|86.98\|90.51\|86.45\|56773;2026-04-15\|98.56\|13.12\|87.97\|100.80\|86.93\|104961;2026-04-16\|94.16\|-4.46\|98.50\|98.50\|93.86\|60585;2026-04-17\|97.35\|3.39\|92.86\|100.56\|91.88\|66764;2026-04-20\|94.36\|-3.07\|97.00\|98.80\|93.30\|58451;2026-04-21\|94.08\|-0.30\|93.28\|94.69\|92.03\|33446;2026-04-22\|96.80\|2.89\|94.26\|98.50\|93.97\|39762;2026-04-23\|92.80\|-4.13\|97.10\|98.50\|91.71\|34817;2026-04-24\|89.32\|-3.75\|93.40\|94.79\|87.66\|38942;2026-04-27\|94.58\|5.89\|90.00\|96.85\|89.60\|38836;2026-04-28\|99.80\|5.52\|95.60\|101.89\|93.23\|69928;2026-04-29\|94.08\|-5.73\|97.00\|99.60\|93.87\|55426;2026-04-30\|93.22\|-0.91\|94.65\|95.85\|92.51\|30418;2026-05-06\|99.30\|6.52\|94.38\|100.30\|94.18\|68377;2026-05-07\|103.48\|4.21\|100.00\|105.77\|98.66\|64988;2026-05-08\|100.98\|-2.42\|102.14\|106.10\|100.00\|50061;2026-05-11\|121.18\|20.00\|103.00\|121.18\|102.80\|99897;2026-05-12\|131.76\|8.73\|130.50\|135.00\|122.50\|99974;2026-05-13\|136.50\|3.60\|130.00\|137.98\|127.70\|84338;2026-05-14\|148.00\|8.42\|132.00\|152.00\|127.55\|127612;2026-05-15\|139.90\|-5.47\|139.12\|150.05\|138.56\|94483;2026-05-18\|143.80\|2.79\|139.05\|148.03\|137.00\|100022;2026-05-19\|155.10\|7.86\|147.00\|156.88\|147.00\|101630;2026-05-20\|148.77\|-4.08\|157.99\|165.00\|143.79\|80534;2026-05-21\|142.35\|-4.32\|167.00\|173.42\|140.22\|125115;2026-05-22\|170.82\|20.00\|149.94\|170.82\|149.94\|77574;2026-05-25\|183.00\|7.13\|186.20\|189.66\|176.49\|121105;2026-05-26\|178.13\|-2.66\|180.00\|182.00\|165.11\|103596;2026-05-27\|167.13\|-6.18\|182.99\|182.99\|163.89\|100157;2026-05-28\|169.77\|1.58\|162.01\|174.53\|158.00\|92136;2026-05-29\|165.33\|-2.62\|169.46\|184.00\|163.30\|127375;2026-06-01\|159.89\|-3.29\|164.00\|167.89\|152.81\|72362;2026-06-02\|162.17\|1.43\|157.00\|163.45\|147.10\|80359;2026-06-03\|158.39\|-2.33\|161.12\|162.90\|153.20\|70321;2026-06-04\|171.68\|8.39\|155.39\|175.00\|155.00\|94303;2026-06-05\|176.50\|2.81\|166.12\|187.88\|161.77\|104518;2026-06-08\|177.56\|0.60\|164.80\|182.98\|160.80\|68803;2026-06-09\|181.00\|1.94\|183.00\|187.87\|170.80\|59657;2026-06-10\|169.01\|-6.62\|174.21\|177.38\|164.08\|52407;2026-06-11\|162.45\|-3.88\|165.41\|171.98\|159.02\|39455;2026-06-12\|154.44\|-4.93\|168.51\|172.39\|152.53\|63782;2026-06-15\|185.33\|20.00\|160.00\|185.33\|158.22\|89751;2026-06-16\|195.26\|5.36\|189.93\|202.89\|180.00\|119785;2026-06-17\|196.12\|0.44\|193.99\|213.88\|190.01\|109182;2026-06-18\|194.65\|-0.75\|196.51\|205.90\|190.44\|84169;2026-06-22\|187.50\|-3.67\|195.78\|199.97\|181.80\|85714;2026-06-23\|170.07\|-9.30\|180.00\|183.00\|168.51\|73120;2026-06-24\|171.90\|1.08\|168.80\|172.88\|164.00\|66973;2026-06-25\|186.33\|8.39\|180.00\|199.80\|174.00\|105512;2026-06-26\|198.81\|6.70\|181.11\|202.50\|175.33\|113605;2026-06-29\|191.33\|-3.76\|199.92\|201.01\|169.00\|110190;2026-06-30\|207.95\|8.77\|186.00\|209.94\|177.50\|90616;2026-07-01\|196.65\|-5.43\|201.00\|207.00\|187.06\|84233;2026-07-02\|175.33\|-10.84\|183.00\|189.98\|173.04\|64657;2026-07-03\|163.80\|-6.58\|172.55\|176.97\|163.20\|63287;2026-07-06\|150.18\|-8.31\|162.84\|166.66\|150.00\|62350;2026-07-07\|150.00\|-0.12\|148.14\|155.75\|145.00\|46427;2026-07-08\|141.20\|-5.87\|151.23\|155.30\|140.18\|47176;2026-07-09\|149.37\|5.79\|145.66\|150.67\|139.66\|54602;2026-07-10\|140.02\|-6.26\|153.90\|155.54\|140.01\|50577;2026-07-13\|129.10\|-7.80\|139.90\|143.80\|128.29\|57972;2026-07-14\|136.61\|5.82\|131.60\|139.00\|127.07\|47393;2026-07-15\|129.00\|-5.57\|139.12\|139.87\|128.46\|38655;2026-07-16\|121.85\|-5.54\|125.97\|129.98\|120.00\|42097
111527	京东方与康宁公司签署玻璃基板合作备忘录	AI服务器测试+MLCC设备+PCB+定增行业原因： 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5日公告，公司拟向特定对象发行A股股票，募资用于服务器检测设备及散热模组零部件产能建设项目，巩固高端测试装备及算力领域竞争优势。 2、据2026年5月14日互动易，公司已获英伟达Vendor Code，2025年业务已切入其量产产线；公司为英伟达、亚马逊等提供AI服务器ICT、FCT等测试解决方案。 3、据2026年6月12日互动易，公司控股子公司MLCC高速叠层及测试分选设备面向高端市场，满足车规及AI高端产品生产需求，正推进设备迭代。 4、据2025年4月22日互动易，公司为新能源汽车领域提供PCB板测试设备及整线自动化解决方案，与T客户、比亚迪等头部企业合作。	1、子公司博捷芯（深圳）半导体有限公司的划片机具备切割玻璃基板的技术能力，划片机已实现微米级定位精度，崩边率控制在1%以内，支持分层划切工艺，可针对不同厚度的玻璃基板提供定制化解决方案； 2、子公司博捷芯（深圳）半导体有限公司的划片机已适用于光通信行业，具备磷化铟衬底切割技术能力；参股公司珠海鼎泰芯源产品主要应用于光纤通信、光探测器等领域； 3、公司自研液冷散热方案已植入GPU测试设备，面向英伟达、微软、阿里等全球头部服务器厂商供货，并推进从设备向零部件供应的战略转型	2026-03-09\|73.81\|-4.75\|75.35\|75.42\|71.56\|52149;2026-03-10\|77.22\|4.62\|75.64\|78.10\|75.64\|42652;2026-03-11\|77.61\|0.51\|77.00\|81.78\|77.00\|50487;2026-03-12\|78.80\|1.53\|78.28\|79.95\|76.60\|46736;2026-03-13\|75.06\|-4.75\|78.01\|78.49\|75.01\|34763;2026-03-16\|74.34\|-0.96\|74.99\|75.10\|72.72\|29559;2026-03-17\|70.69\|-4.91\|74.98\|75.09\|70.60\|47525;2026-03-18\|74.00\|4.68\|71.06\|74.50\|70.60\|38517;2026-03-19\|72.53\|-1.99\|72.83\|74.32\|72.16\|33167;2026-03-20\|70.61\|-2.65\|73.04\|74.59\|70.61\|31372;2026-03-23\|65.95\|-6.60\|69.00\|69.50\|65.60\|47060;2026-03-24\|68.46\|3.81\|67.71\|68.48\|65.80\|29296;2026-03-25\|71.68\|4.70\|69.47\|72.86\|68.90\|41312;2026-03-26\|70.75\|-1.30\|71.72\|72.35\|70.22\|21545;2026-03-27\|71.66\|1.29\|69.66\|72.85\|68.70\|25672;2026-03-30\|72.10\|0.61\|70.60\|74.04\|70.00\|30224;2026-03-31\|70.20\|-2.64\|72.08\|72.66\|70.11\|30164;2026-04-01\|71.56\|1.94\|72.16\|73.06\|70.68\|30306;2026-04-02\|69.44\|-2.96\|71.20\|71.28\|69.01\|25153;2026-04-03\|69.26\|-0.26\|69.72\|70.38\|69.20\|18741;2026-04-07\|71.82\|3.70\|70.86\|73.00\|70.86\|41467;2026-04-08\|79.00\|10.00\|73.74\|79.00\|73.22\|104622;2026-04-09\|86.90\|10.00\|83.21\|86.90\|81.76\|114849;2026-04-10\|88.63\|1.99\|86.64\|90.67\|86.52\|229108;2026-04-13\|88.26\|-0.42\|88.80\|93.00\|87.03\|132089;2026-04-14\|87.20\|-1.20\|88.29\|88.80\|86.38\|93012;2026-04-15\|86.92\|-0.32\|87.72\|90.87\|86.75\|91552;2026-04-16\|90.88\|4.56\|86.66\|91.66\|86.16\|107134;2026-04-17\|99.97\|10.00\|96.00\|99.97\|91.00\|136934;2026-04-20\|95.10\|-4.87\|98.00\|98.50\|92.33\|162521;2026-04-21\|98.83\|3.92\|93.20\|101.10\|92.21\|156058;2026-04-22\|105.54\|6.79\|98.85\|106.19\|98.85\|124029;2026-04-23\|112.61\|6.70\|106.80\|115.50\|105.00\|148363;2026-04-24\|115.73\|2.77\|112.30\|119.50\|112.30\|158795;2026-04-27\|117.26\|1.32\|118.51\|123.43\|115.00\|144359;2026-04-28\|114.47\|-2.38\|117.29\|119.98\|113.36\|120295;2026-04-29\|110.11\|-3.81\|113.50\|114.47\|107.58\|125121;2026-04-30\|110.38\|0.25\|111.25\|112.86\|107.90\|90732;2026-05-06\|120.46\|9.13\|115.00\|121.42\|113.97\|118752;2026-05-07\|124.40\|3.27\|120.02\|124.99\|118.10\|99421;2026-05-08\|124.45\|0.04\|121.40\|127.64\|119.10\|109185;2026-05-11\|105.44\|10.01\|100.29\|105.44\|100.00\|67979;2026-05-12\|111.49\|5.74\|110.79\|114.80\|106.50\|224289;2026-05-13\|111.56\|0.06\|111.50\|113.44\|109.26\|142870;2026-05-14\|114.50\|2.64\|111.80\|118.78\|108.68\|167133;2026-05-15\|114.99\|0.43\|116.22\|123.85\|112.00\|203396;2026-05-18\|120.00\|4.36\|117.14\|124.50\|116.88\|156000;2026-05-19\|119.10\|-0.75\|118.00\|121.00\|112.58\|140417;2026-05-20\|119.08\|-0.02\|119.10\|121.42\|117.00\|101339;2026-05-21\|110.50\|-7.21\|120.00\|121.00\|109.80\|145816;2026-05-22\|121.55\|10.00\|111.90\|121.55\|111.90\|95141;2026-05-25\|133.71\|10.00\|129.20\|133.71\|128.11\|119524;2026-05-26\|126.95\|-5.06\|138.70\|140.68\|125.00\|228131;2026-05-27\|122.07\|-3.84\|126.06\|127.20\|121.30\|147439;2026-05-28\|134.28\|10.00\|121.38\|134.28\|118.00\|155778;2026-05-29\|144.30\|7.46\|140.99\|147.71\|139.50\|242162;2026-06-01\|135.07\|-6.40\|148.96\|151.94\|134.77\|222829;2026-06-02\|148.58\|10.00\|136.38\|148.58\|136.38\|60950;2026-06-03\|148.00\|-0.39\|154.86\|157.97\|145.60\|202454;2026-06-04\|143.60\|-2.97\|144.99\|147.00\|141.86\|153148;2026-06-05\|132.32\|-7.86\|140.01\|143.08\|131.77\|171587;2026-06-08\|119.09\|-10.00\|123.77\|126.58\|119.09\|165115;2026-06-09\|126.94\|6.59\|122.55\|127.99\|120.90\|132316;2026-06-10\|120.66\|-4.95\|124.89\|126.49\|118.79\|96445;2026-06-11\|122.62\|1.62\|119.89\|128.25\|119.45\|117300;2026-06-12\|121.37\|-1.02\|128.90\|129.90\|120.58\|118271;2026-06-15\|133.51\|10.00\|123.99\|133.51\|123.94\|104629;2026-06-16\|136.87\|2.52\|136.00\|140.98\|135.46\|125795;2026-06-17\|142.57\|4.16\|136.63\|147.25\|135.50\|132244;2026-06-18\|136.80\|-4.05\|140.85\|149.60\|130.00\|248223;2026-06-22\|150.48\|10.00\|139.50\|150.48\|139.50\|196809;2026-06-23\|144.60\|-3.91\|149.96\|150.00\|137.19\|165371;2026-06-24\|151.32\|4.65\|143.56\|152.70\|142.50\|167134;2026-06-25\|156.18\|3.21\|150.00\|156.66\|145.60\|194795;2026-06-26\|144.43\|-7.52\|149.77\|155.54\|143.24\|124400;2026-06-29\|138.00\|-4.45\|144.03\|150.77\|132.80\|125423;2026-06-30\|142.00\|2.90\|137.00\|143.98\|133.50\|90045;2026-07-01\|135.40\|-4.65\|140.58\|143.39\|134.60\|88427;2026-07-02\|123.69\|-8.65\|130.01\|131.40\|122.57\|93980;2026-07-03\|122.40\|-1.04\|122.05\|126.50\|119.00\|70342;2026-07-06\|120.44\|-1.60\|121.00\|126.59\|116.60\|75153;2026-07-07\|115.64\|-3.99\|119.71\|121.50\|113.14\|64775;2026-07-08\|110.32\|-4.60\|117.00\|118.18\|109.47\|63474;2026-07-09\|121.35\|10.00\|113.00\|121.35\|111.45\|91607;2026-07-10\|120.80\|-0.45\|123.53\|130.30\|120.80\|126733;2026-07-13\|113.20\|-6.29\|121.99\|125.65\|110.18\|102023;2026-07-14\|124.52\|10.00\|116.00\|124.52\|115.84\|118168;2026-07-15\|112.07\|-10.00\|129.00\|130.00\|112.07\|139851;2026-07-16\|100.86\|-10.00\|106.88\|108.43\|100.86\|111394
111526	京东方与康宁公司签署玻璃基板合作备忘录	涨停揭秘：高硼硅玻璃具备稳定热膨胀系数与低介电损耗，已满足半导体封装玻璃基板原材料标准，正与多家国内封测厂开展合作验证；涨停缘由：玻璃基板是Chiplet与先进封装关键载体，南玻在特种玻璃领域积淀深厚，材料性能指标达国际一线水平；资金逻辑：资金提前布局半导体材料国产替代主线，南玻作为稀缺玻璃基板潜在供应商获主题资金抢筹；风险提示：玻璃基板验证周期长、导入门槛高，目前尚未形成批量订单，业绩贡献暂不明确	公司在特种玻璃领域深耕多年，消息称公司高硼硅玻璃产品具备稳定的热膨胀系数与低介电损耗，符合半导体封装玻璃基板的原材料标准，已与多家国内制造企业建立合作关系	2026-03-09\|4.84\|0.00\|4.88\|4.90\|4.79\|486680;2026-03-10\|4.86\|0.41\|4.85\|4.91\|4.80\|424979;2026-03-11\|4.94\|1.65\|4.85\|4.94\|4.78\|553002;2026-03-12\|4.94\|0.00\|4.90\|4.95\|4.87\|415989;2026-03-13\|4.87\|-1.42\|4.91\|4.96\|4.85\|411411;2026-03-16\|4.82\|-1.03\|4.85\|4.91\|4.78\|333979;2026-03-17\|4.81\|-0.21\|4.84\|4.92\|4.81\|308690;2026-03-18\|4.74\|-1.46\|4.82\|4.85\|4.71\|283412;2026-03-19\|4.63\|-2.32\|4.71\|4.72\|4.61\|307303;2026-03-20\|4.55\|-1.73\|4.68\|4.69\|4.55\|327921;2026-03-23\|4.38\|-3.74\|4.51\|4.54\|4.35\|453527;2026-03-24\|4.45\|1.60\|4.43\|4.46\|4.36\|263144;2026-03-25\|4.53\|1.80\|4.46\|4.57\|4.44\|280612;2026-03-26\|4.52\|-0.22\|4.53\|4.58\|4.50\|208316;2026-03-27\|4.54\|0.44\|4.49\|4.55\|4.47\|168411;2026-03-30\|4.54\|0.00\|4.49\|4.54\|4.43\|186584;2026-03-31\|4.45\|-1.98\|4.53\|4.57\|4.45\|214150;2026-04-01\|4.50\|1.12\|4.53\|4.54\|4.47\|171161;2026-04-02\|4.45\|-1.11\|4.49\|4.52\|4.42\|194117;2026-04-03\|4.35\|-2.25\|4.45\|4.46\|4.34\|199095;2026-04-07\|4.39\|0.92\|4.35\|4.41\|4.35\|148962;2026-04-08\|4.47\|1.82\|4.45\|4.48\|4.42\|206008;2026-04-09\|4.43\|-0.89\|4.45\|4.47\|4.42\|149691;2026-04-10\|4.49\|1.35\|4.45\|4.53\|4.44\|177422;2026-04-13\|4.54\|1.11\|4.46\|4.55\|4.45\|192787;2026-04-14\|4.54\|0.00\|4.55\|4.57\|4.50\|165680;2026-04-15\|4.49\|-1.10\|4.53\|4.55\|4.49\|129086;2026-04-16\|4.54\|1.11\|4.48\|4.56\|4.48\|168800;2026-04-17\|4.53\|-0.22\|4.54\|4.56\|4.48\|126055;2026-04-20\|4.53\|0.00\|4.52\|4.57\|4.48\|146635;2026-04-21\|4.53\|0.00\|4.54\|4.56\|4.52\|134400;2026-04-22\|4.51\|-0.44\|4.52\|4.55\|4.49\|131740;2026-04-23\|4.47\|-0.89\|4.51\|4.52\|4.43\|169229;2026-04-24\|4.45\|-0.45\|4.45\|4.49\|4.44\|134731;2026-04-27\|4.44\|-0.22\|4.43\|4.47\|4.42\|135817;2026-04-28\|4.03\|-9.23\|4.34\|4.40\|4.00\|727483;2026-04-29\|4.06\|0.74\|4.01\|4.09\|4.01\|270496;2026-04-30\|4.03\|-0.74\|4.06\|4.08\|4.02\|207822;2026-05-06\|4.03\|0.00\|4.04\|4.08\|3.99\|297358;2026-05-07\|4.04\|0.25\|4.03\|4.05\|4.01\|206052;2026-05-08\|4.03\|-0.25\|4.02\|4.05\|4.01\|177239;2026-05-11\|4.02\|-0.25\|4.05\|4.05\|4.01\|249766;2026-05-12\|3.90\|-2.99\|4.02\|4.04\|3.89\|414506;2026-05-13\|3.83\|-1.79\|3.89\|3.89\|3.81\|327249;2026-05-14\|3.85\|0.52\|3.83\|3.89\|3.76\|307332;2026-05-15\|3.73\|-3.12\|3.82\|3.84\|3.71\|266465;2026-05-18\|3.71\|-0.54\|3.72\|3.72\|3.66\|182508;2026-05-19\|3.74\|0.81\|3.70\|3.75\|3.69\|133767;2026-05-20\|3.64\|-2.67\|3.72\|3.74\|3.62\|201900;2026-05-21\|4.00\|9.89\|3.69\|4.00\|3.69\|581068;2026-05-22\|4.40\|10.00\|4.00\|4.40\|3.86\|1257726;2026-05-25\|4.60\|4.55\|4.41\|4.83\|4.30\|2009093;2026-05-26\|4.50\|-2.17\|4.37\|4.73\|4.36\|1602110;2026-05-27\|4.45\|-1.11\|4.38\|4.64\|4.37\|1143299;2026-05-28\|4.38\|-1.57\|4.37\|4.55\|4.31\|844683;2026-05-29\|4.05\|-7.53\|4.40\|4.43\|4.01\|905492;2026-06-01\|4.16\|2.72\|4.06\|4.30\|4.02\|685882;2026-06-02\|4.10\|-1.44\|4.19\|4.20\|4.08\|422885;2026-06-03\|4.11\|0.24\|4.11\|4.24\|4.08\|507188;2026-06-04\|4.20\|2.19\|4.09\|4.27\|4.05\|701996;2026-06-05\|4.38\|4.29\|4.16\|4.54\|4.07\|1282677;2026-06-08\|4.31\|-1.60\|4.20\|4.49\|4.20\|828113;2026-06-09\|4.40\|2.09\|4.34\|4.41\|4.23\|686250;2026-06-10\|4.23\|-3.86\|4.35\|4.36\|4.15\|575985;2026-06-11\|4.08\|-3.55\|4.18\|4.25\|4.05\|556920;2026-06-12\|4.00\|-1.96\|4.11\|4.15\|3.89\|591900;2026-06-15\|4.11\|2.75\|4.00\|4.19\|3.99\|510288;2026-06-16\|4.52\|9.98\|4.10\|4.52\|4.05\|428470;2026-06-17\|4.63\|2.43\|4.55\|4.75\|4.42\|1726157;2026-06-18\|4.30\|-7.13\|4.46\|4.49\|4.26\|1065364;2026-06-22\|4.73\|10.00\|4.38\|4.73\|4.32\|915656;2026-06-23\|4.67\|-1.27\|4.69\|4.83\|4.62\|1550582;2026-06-24\|4.63\|-0.86\|4.65\|4.80\|4.56\|1117811;2026-06-25\|4.77\|3.02\|4.67\|4.87\|4.62\|1143986;2026-06-26\|4.80\|0.63\|4.68\|5.11\|4.55\|1531473;2026-06-29\|4.69\|-2.29\|4.73\|4.94\|4.57\|1154890;2026-06-30\|5.16\|10.02\|4.60\|5.16\|4.60\|1079635;2026-07-01\|5.25\|1.74\|5.06\|5.43\|4.92\|2088783;2026-07-02\|5.02\|-4.38\|5.00\|5.09\|4.81\|1294389;2026-07-03\|5.10\|1.59\|4.96\|5.15\|4.86\|1209128;2026-07-06\|4.62\|-9.41\|5.01\|5.06\|4.59\|1127022;2026-07-07\|4.23\|-8.44\|4.53\|4.58\|4.23\|832525;2026-07-08\|4.18\|-1.18\|4.24\|4.33\|4.17\|502834;2026-07-09\|4.31\|3.11\|4.19\|4.32\|4.17\|518262;2026-07-10\|4.17\|-3.25\|4.29\|4.34\|4.17\|590964;2026-07-13\|3.90\|-6.47\|4.08\|4.09\|3.90\|552757;2026-07-14\|3.95\|1.28\|3.91\|3.99\|3.88\|343628;2026-07-15\|3.88\|-1.77\|3.85\|3.90\|3.72\|430121;2026-07-16\|3.85\|-0.77\|3.83\|3.88\|3.81\|264279
111525	京东方与康宁公司签署玻璃基板合作备忘录	玻璃基封装载板+康宁合作+光互连+半导体显示行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月17日投资者关系活动记录表，公司2026年上半年已实现板级玻璃基封装载板试验线全自动化设备通线，设计产能1000片/月，已拉通全流程工艺并完成大尺寸高层数20层样品送样，部分客户已通过概念认证进入技术测试阶段。 2、据2026年5月21日公告，公司与康宁公司签署合作备忘录，拟围绕玻璃基封装载板、光互连等重点领域开展合作；公司下属子公司MicroLED光互联芯片已产出样品并为客户送样。 3、据2025年年度报告及2026年5月12日投资者关系记录表，公司是全球半导体显示龙头，五大主流应用LCD面板出货量连续多年位居全球第一，柔性AMOLED一季度出货量4200万片保持增长，第8.6代AMOLED生产线预计2026年年中量产。	公司与康宁公司签署合作备忘录，围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作	2026-03-09\|4.31\|-1.37\|4.31\|4.33\|4.22\|8427998;2026-03-10\|4.35\|0.93\|4.35\|4.39\|4.33\|5721243;2026-03-11\|4.39\|0.92\|4.34\|4.40\|4.33\|5817267;2026-03-12\|4.42\|0.68\|4.40\|4.47\|4.38\|7535264;2026-03-13\|4.36\|-1.36\|4.40\|4.45\|4.35\|5289828;2026-03-16\|4.23\|-2.98\|4.34\|4.34\|4.20\|9061153;2026-03-17\|4.18\|-1.18\|4.25\|4.27\|4.18\|5143566;2026-03-18\|4.20\|0.48\|4.23\|4.23\|4.15\|5050721;2026-03-19\|4.09\|-2.62\|4.15\|4.16\|4.08\|5203475;2026-03-20\|4.08\|-0.24\|4.11\|4.15\|4.07\|4842912;2026-03-23\|3.87\|-5.15\|4.01\|4.02\|3.85\|9139187;2026-03-24\|4.00\|3.36\|3.92\|4.00\|3.90\|5840204;2026-03-25\|3.99\|-0.25\|4.03\|4.04\|3.98\|4393007;2026-03-26\|3.94\|-1.25\|3.99\|4.01\|3.93\|3942963;2026-03-27\|3.95\|0.25\|3.91\|3.97\|3.90\|3566305;2026-03-30\|3.94\|-0.25\|3.91\|3.95\|3.89\|3567123;2026-03-31\|3.91\|-0.76\|3.93\|3.97\|3.90\|3892818;2026-04-01\|4.01\|2.56\|4.01\|4.06\|3.97\|5831404;2026-04-02\|3.95\|-1.50\|4.01\|4.01\|3.93\|3903945;2026-04-03\|3.93\|-0.51\|3.96\|3.97\|3.92\|2770514;2026-04-07\|3.91\|-0.51\|3.95\|3.95\|3.89\|3465296;2026-04-08\|4.03\|3.07\|3.98\|4.04\|3.95\|5790905;2026-04-09\|4.01\|-0.50\|3.99\|4.03\|3.97\|4182506;2026-04-10\|4.04\|0.75\|4.05\|4.08\|4.03\|4622698;2026-04-13\|4.03\|-0.25\|4.01\|4.04\|3.99\|4046436;2026-04-14\|4.02\|-0.25\|4.05\|4.08\|3.99\|4426941;2026-04-15\|4.00\|-0.50\|4.04\|4.06\|4.00\|5348928;2026-04-16\|4.03\|0.75\|4.01\|4.04\|3.98\|4154285;2026-04-17\|4.02\|-0.25\|4.01\|4.04\|4.00\|3098677;2026-04-20\|4.19\|4.23\|4.06\|4.24\|4.05\|11904594;2026-04-21\|4.22\|0.72\|4.19\|4.34\|4.14\|11348024;2026-04-22\|4.27\|1.18\|4.20\|4.28\|4.20\|6812882;2026-04-23\|4.19\|-1.87\|4.26\|4.29\|4.17\|6914901;2026-04-24\|4.13\|-1.43\|4.17\|4.19\|4.11\|4600998;2026-04-27\|4.21\|1.94\|4.15\|4.22\|4.13\|4824066;2026-04-28\|4.15\|-1.43\|4.20\|4.21\|4.14\|3954386;2026-04-29\|4.17\|0.48\|4.14\|4.18\|4.12\|4140091;2026-04-30\|4.08\|-2.16\|4.13\|4.18\|4.08\|7454049;2026-05-06\|4.18\|2.45\|4.11\|4.22\|4.09\|8280385;2026-05-07\|4.21\|0.72\|4.20\|4.25\|4.16\|6650426;2026-05-08\|4.17\|-0.95\|4.19\|4.19\|4.12\|6379057;2026-05-11\|4.19\|0.48\|4.17\|4.23\|4.16\|6100840;2026-05-12\|4.17\|-0.48\|4.19\|4.23\|4.14\|6185213;2026-05-13\|4.23\|1.44\|4.17\|4.23\|4.15\|6382206;2026-05-14\|4.22\|-0.24\|4.28\|4.33\|4.20\|8761121;2026-05-15\|4.14\|-1.90\|4.22\|4.24\|4.12\|8215945;2026-05-18\|4.21\|1.69\|4.12\|4.23\|4.08\|8399587;2026-05-19\|4.31\|2.38\|4.20\|4.32\|4.17\|8801051;2026-05-20\|4.26\|-1.16\|4.29\|4.31\|4.24\|5717787;2026-05-21\|4.69\|10.09\|4.69\|4.69\|4.69\|10360100;2026-05-22\|5.16\|10.02\|4.70\|5.16\|4.47\|60110592;2026-05-25\|5.27\|2.13\|5.17\|5.37\|5.06\|43088758;2026-05-26\|5.77\|9.49\|5.22\|5.80\|5.18\|51377251;2026-05-27\|5.72\|-0.87\|5.80\|6.09\|5.53\|50185216;2026-05-28\|5.68\|-0.70\|5.72\|5.78\|5.51\|32854869;2026-05-29\|5.11\|-10.04\|5.63\|5.64\|5.11\|36253859;2026-06-01\|5.36\|4.89\|5.12\|5.59\|5.12\|33868876;2026-06-02\|5.47\|2.05\|5.31\|5.54\|5.11\|30258455;2026-06-03\|5.59\|2.19\|5.58\|5.92\|5.53\|36797584;2026-06-04\|6.15\|10.02\|5.69\|6.15\|5.69\|33229988;2026-06-05\|6.43\|4.55\|6.11\|6.77\|6.01\|55041155;2026-06-08\|6.29\|-2.18\|6.48\|6.74\|6.22\|45998759;2026-06-09\|6.52\|3.66\|6.49\|6.64\|6.14\|40031647;2026-06-10\|6.03\|-7.52\|6.34\|6.38\|5.94\|32284804;2026-06-11\|5.83\|-3.32\|6.00\|6.12\|5.70\|32996829;2026-06-12\|5.57\|-4.46\|5.95\|6.01\|5.56\|29146434;2026-06-15\|5.92\|6.28\|5.74\|6.01\|5.73\|29928307;2026-06-16\|6.10\|3.04\|5.93\|6.23\|5.86\|26028372;2026-06-17\|6.71\|10.00\|6.06\|6.71\|6.05\|18550206;2026-06-18\|6.55\|-1.50\|6.86\|6.93\|6.49\|40032427;2026-06-22\|6.93\|5.80\|6.80\|7.18\|6.68\|36729053;2026-06-23\|6.77\|-2.31\|6.85\|7.07\|6.61\|29140578;2026-06-24\|7.07\|4.43\|6.70\|7.15\|6.57\|35877142;2026-06-25\|7.52\|6.36\|7.33\|7.67\|7.14\|36963548;2026-06-26\|7.79\|3.59\|7.50\|8.24\|7.36\|45251769;2026-06-29\|7.95\|2.05\|7.96\|8.21\|7.51\|41524576;2026-06-30\|8.68\|9.18\|8.15\|8.75\|8.11\|51878997;2026-07-01\|8.77\|1.04\|8.49\|8.81\|8.31\|46253150;2026-07-02\|9.10\|3.76\|8.15\|9.50\|7.89\|56618589;2026-07-03\|8.38\|-7.91\|8.86\|9.09\|8.31\|41442067;2026-07-06\|7.76\|-7.40\|8.21\|8.52\|7.74\|37087421;2026-07-07\|7.58\|-2.32\|7.66\|7.84\|7.45\|28186977;2026-07-08\|7.63\|0.66\|7.69\|7.90\|7.26\|33222878;2026-07-09\|8.15\|6.82\|7.71\|8.18\|7.71\|37939905;2026-07-10\|7.59\|-6.87\|8.16\|8.34\|7.59\|38046199;2026-07-13\|6.83\|-10.01\|7.35\|7.41\|6.83\|31758704;2026-07-14\|7.02\|2.78\|6.90\|7.17\|6.66\|29367326;2026-07-15\|6.38\|-9.12\|6.97\|6.97\|6.35\|30112728;2026-07-16\|6.05\|-5.17\|6.25\|6.39\|5.99\|26076559
111524		涨停揭秘：大众消费品板块结构性改善趋势显现，公司聚焦B端速冻面米制品，一季度净利润同比+5.4%；涨停缘由：专注餐饮供应链，绑定头部连锁餐饮客户；一季度净利润同比增长5.4%；受益于餐饮业复苏及预制菜渗透率提升；政策支持食品工业高质量发展；资金逻辑：机构资金缓慢加仓，餐饮产业链配置逻辑强化，低估值+细分龙头属性增强配置吸引力；风险提示：B端客户集中度高，议价能力偏弱，原材料成本上行压力未完全传导，盈利弹性有限	公司聚焦速冻面米制品餐饮市场，主营业务为面向餐饮企业的速冻面米制品的研产销；一季度净利润同比增长5.4%	2026-03-09\|37.15\|-2.42\|37.80\|37.96\|36.62\|21379;2026-03-10\|37.70\|1.48\|37.50\|38.07\|37.26\|17911;2026-03-11\|36.38\|-3.50\|37.70\|37.91\|36.31\|22706;2026-03-12\|35.62\|-2.09\|36.35\|36.47\|35.40\|22160;2026-03-13\|35.48\|-0.39\|35.50\|36.07\|35.33\|14740;2026-03-16\|36.97\|4.20\|35.40\|37.10\|35.14\|29212;2026-03-17\|36.82\|-0.41\|37.02\|37.66\|36.60\|21302;2026-03-18\|36.40\|-1.14\|36.90\|36.95\|36.11\|13175;2026-03-19\|36.55\|0.41\|36.35\|36.80\|35.50\|19334;2026-03-20\|36.70\|0.41\|36.57\|37.77\|36.40\|26939;2026-03-23\|33.71\|-8.15\|36.36\|36.48\|33.25\|39896;2026-03-24\|34.65\|2.79\|34.40\|34.80\|33.87\|21248;2026-03-25\|34.85\|0.58\|34.72\|34.96\|34.51\|10205;2026-03-26\|34.89\|0.11\|35.19\|35.49\|34.58\|13796;2026-03-27\|36.23\|3.84\|34.79\|36.79\|34.29\|32824;2026-03-30\|38.05\|5.02\|35.55\|38.16\|35.51\|45306;2026-03-31\|37.87\|-0.47\|38.25\|39.43\|37.75\|34234;2026-04-01\|39.77\|5.02\|38.40\|40.31\|38.20\|53090;2026-04-02\|39.88\|0.28\|39.51\|39.96\|39.01\|27711;2026-04-03\|38.63\|-3.13\|39.84\|40.30\|38.40\|25833;2026-04-07\|38.11\|-1.35\|38.63\|38.82\|37.80\|17140;2026-04-08\|38.84\|1.92\|38.52\|39.19\|38.27\|22141;2026-04-09\|38.55\|-0.75\|38.70\|38.80\|38.10\|14463;2026-04-10\|38.70\|0.39\|38.74\|39.29\|38.60\|15144;2026-04-13\|38.20\|-1.29\|38.68\|38.90\|37.20\|22198;2026-04-14\|37.97\|-0.60\|38.74\|38.74\|37.70\|23962;2026-04-15\|38.28\|0.82\|38.00\|39.09\|37.93\|29238;2026-04-16\|38.75\|1.23\|38.38\|38.95\|37.80\|34003;2026-04-17\|39.49\|1.91\|39.00\|39.50\|38.44\|28425;2026-04-20\|39.53\|0.10\|39.50\|39.63\|38.72\|25037;2026-04-21\|39.63\|0.25\|39.53\|39.85\|39.24\|17472;2026-04-22\|39.45\|-0.45\|39.63\|40.00\|39.27\|20172;2026-04-23\|43.40\|10.01\|39.46\|43.40\|39.30\|82388;2026-04-24\|43.11\|-0.67\|43.41\|44.51\|42.32\|61363;2026-04-27\|46.00\|6.70\|43.15\|46.62\|42.88\|124275;2026-04-28\|46.21\|0.46\|45.80\|46.70\|44.73\|57552;2026-04-29\|42.60\|-7.81\|47.00\|49.20\|41.59\|153873;2026-04-30\|46.86\|10.00\|41.97\|46.86\|41.80\|97854;2026-05-06\|48.36\|3.20\|47.01\|49.42\|46.30\|95864;2026-05-07\|48.20\|-0.33\|48.66\|49.12\|46.95\|62657;2026-05-08\|49.01\|1.68\|48.01\|49.36\|46.99\|75364;2026-05-11\|47.63\|-2.82\|49.54\|49.80\|47.50\|46684;2026-05-12\|46.36\|-2.67\|47.52\|48.80\|46.01\|74728;2026-05-13\|44.39\|-4.25\|45.90\|46.31\|43.80\|76328;2026-05-14\|39.95\|-10.00\|44.41\|44.47\|39.95\|89821;2026-05-15\|40.80\|2.13\|38.58\|41.55\|37.07\|110797;2026-05-18\|41.99\|2.92\|41.11\|42.16\|40.18\|67250;2026-05-19\|44.47\|5.91\|42.39\|44.78\|42.30\|61971;2026-05-20\|45.60\|2.54\|45.50\|46.08\|44.50\|72453;2026-05-21\|41.04\|-10.00\|45.87\|46.50\|41.04\|101867;2026-05-22\|42.50\|3.56\|41.44\|45.14\|39.80\|116567;2026-05-25\|44.01\|3.55\|42.08\|44.20\|41.84\|53623;2026-05-26\|42.45\|-3.54\|43.06\|43.80\|41.19\|48854;2026-05-27\|41.83\|-1.46\|42.25\|42.54\|40.20\|36544;2026-05-28\|40.44\|-3.32\|42.22\|42.40\|40.06\|42022;2026-05-29\|39.31\|-2.79\|40.44\|40.79\|38.92\|29022;2026-06-01\|39.82\|1.30\|39.30\|40.49\|39.06\|24480;2026-06-02\|39.15\|-1.68\|39.65\|39.97\|38.60\|23276;2026-06-03\|39.00\|-0.38\|39.53\|40.04\|38.55\|25823;2026-06-04\|38.70\|-0.77\|39.33\|39.33\|38.16\|22047;2026-06-05\|38.21\|-1.27\|38.90\|39.07\|37.66\|23467;2026-06-08\|38.47\|0.68\|37.72\|40.25\|37.07\|50629;2026-06-09\|42.32\|10.01\|39.24\|42.32\|38.89\|99608;2026-06-10\|43.00\|1.61\|44.06\|44.06\|41.80\|96468;2026-06-11\|41.75\|-2.91\|43.01\|44.66\|40.61\|70266;2026-06-12\|42.66\|2.18\|41.75\|44.75\|41.20\|79968;2026-06-15\|40.80\|-4.36\|43.00\|43.28\|39.39\|83682;2026-06-16\|41.64\|2.06\|40.50\|41.84\|39.81\|45588;2026-06-17\|40.28\|-3.27\|41.56\|41.56\|39.60\|40273;2026-06-18\|42.20\|4.77\|40.60\|42.48\|39.75\|48811;2026-06-22\|43.29\|2.58\|42.20\|43.38\|40.24\|62427;2026-06-23\|40.00\|-7.60\|43.70\|43.70\|39.10\|93936;2026-06-24\|37.79\|-5.53\|39.40\|39.69\|37.60\|57490;2026-06-25\|35.61\|-5.77\|37.79\|37.86\|35.00\|48007;2026-06-26\|39.17\|10.00\|35.10\|39.17\|34.29\|69436;2026-06-29\|35.25\|-10.01\|38.42\|38.42\|35.25\|54997;2026-06-30\|36.90\|4.68\|34.15\|38.48\|33.18\|73333;2026-07-01\|37.28\|1.03\|37.26\|37.55\|35.73\|45685;2026-07-02\|39.02\|4.67\|37.25\|39.49\|36.82\|51614;2026-07-03\|37.46\|-4.00\|39.83\|39.85\|36.90\|45331;2026-07-06\|35.98\|-3.95\|37.46\|37.46\|35.91\|26989;2026-07-07\|35.20\|-2.17\|35.42\|36.28\|34.90\|31308;2026-07-08\|35.10\|-0.28\|34.99\|35.95\|34.53\|25241;2026-07-09\|34.00\|-3.13\|34.90\|35.49\|33.51\|37534;2026-07-10\|34.73\|2.15\|33.51\|35.98\|33.51\|43430;2026-07-13\|35.42\|1.99\|34.90\|36.13\|34.35\|42348;2026-07-14\|36.48\|2.99\|35.60\|36.58\|34.16\|38409;2026-07-15\|35.64\|-2.30\|36.32\|36.46\|35.13\|26488;2026-07-16\|35.14\|-1.40\|35.64\|36.15\|34.83\|23416
111523		涨停揭秘：政治局会议强调保障民生与公共卫生安全，子公司杀菌纸巾产品具备出口资质及专利授权；涨停缘由：子公司都合纸业主营杀菌纸巾等日常用品，拥有日本eleten株式会社世界专利技术授权；具备出口经营权；可能受公共卫生政策关注度提升及外贸回暖预期催化；资金逻辑：游资主导炒作，题材辨识度高，小市值+冷门消费防疫属性易获短线资金关注；风险提示：主业转型尚不清晰，收入规模小且波动大，缺乏持续业绩支撑，纯主题炒作风险突出	子公司江门市都合纸业科技业务，由子公司零度大健康与都合纸业开展经营，后者拥有日本eleten 株式会社世界专利技术的授权；江门都合具有出口经营权，主要从事杀菌纸巾类产品及日常用品的贸易	2026-03-09\|13.23\|-0.30\|13.15\|13.42\|12.91\|73906;2026-03-10\|14.09\|6.50\|13.33\|14.15\|13.00\|119528;2026-03-11\|14.15\|0.43\|14.17\|14.30\|13.81\|63538;2026-03-12\|13.98\|-1.20\|14.12\|14.14\|13.59\|103551;2026-03-13\|13.69\|-2.07\|14.23\|14.27\|13.64\|105292;2026-03-16\|14.07\|2.78\|13.71\|14.25\|13.52\|110693;2026-03-17\|14.58\|3.62\|14.08\|14.85\|13.95\|109408;2026-03-18\|14.92\|2.33\|14.58\|14.97\|14.42\|97126;2026-03-19\|14.42\|-3.35\|14.84\|14.84\|14.32\|100979;2026-03-20\|14.02\|-2.77\|14.53\|14.70\|13.95\|75494;2026-03-23\|13.20\|-5.85\|13.89\|13.89\|13.06\|90381;2026-03-24\|13.85\|4.92\|13.59\|13.89\|13.46\|78219;2026-03-25\|13.55\|-2.17\|13.89\|14.00\|13.40\|66933;2026-03-26\|13.33\|-1.62\|13.65\|13.74\|13.22\|47249;2026-03-27\|13.24\|-0.68\|13.20\|13.48\|13.17\|46614;2026-03-30\|13.20\|-0.30\|13.11\|13.32\|12.81\|61478;2026-03-31\|12.95\|-1.89\|13.45\|13.45\|12.87\|54497;2026-04-01\|13.11\|1.24\|13.15\|13.45\|13.01\|56216;2026-04-02\|12.87\|-1.83\|13.04\|13.05\|12.71\|53003;2026-04-03\|12.37\|-3.88\|12.87\|12.99\|12.33\|66388;2026-04-07\|12.30\|-0.57\|12.43\|12.63\|12.08\|55057;2026-04-08\|12.82\|4.23\|12.63\|12.91\|12.37\|68591;2026-04-09\|13.40\|4.52\|12.72\|13.53\|12.50\|94981;2026-04-10\|13.68\|2.09\|13.40\|13.82\|13.28\|73578;2026-04-13\|13.32\|-2.63\|13.67\|13.82\|13.20\|87174;2026-04-14\|13.36\|0.30\|13.41\|13.55\|13.23\|48615;2026-04-15\|13.39\|0.22\|13.39\|13.58\|13.29\|54428;2026-04-16\|13.69\|2.24\|13.39\|13.85\|13.28\|75270;2026-04-17\|13.59\|-0.73\|13.72\|13.76\|13.42\|61306;2026-04-20\|13.83\|1.77\|13.59\|14.08\|13.51\|79587;2026-04-21\|13.73\|-0.72\|13.83\|13.96\|13.48\|50243;2026-04-22\|13.84\|0.80\|13.82\|13.93\|13.56\|44681;2026-04-23\|13.68\|-1.16\|13.83\|13.90\|13.55\|38963;2026-04-24\|13.85\|1.24\|13.70\|13.98\|13.58\|39770;2026-04-27\|13.97\|0.87\|13.85\|14.15\|13.62\|50208;2026-04-28\|14.53\|4.01\|13.96\|14.60\|13.71\|89860;2026-04-29\|14.10\|-2.96\|14.40\|14.40\|13.73\|119091;2026-04-30\|15.51\|10.00\|14.11\|15.51\|14.08\|115943;2026-05-06\|15.97\|2.97\|16.41\|16.41\|15.20\|177640;2026-05-07\|17.02\|6.57\|16.09\|17.40\|15.68\|141742;2026-05-08\|17.21\|1.12\|17.12\|17.79\|16.65\|194333;2026-05-11\|16.50\|-4.13\|17.15\|17.19\|16.26\|247592;2026-05-12\|14.85\|-10.00\|16.45\|16.65\|14.85\|261762;2026-05-13\|13.52\|-8.96\|14.70\|14.75\|13.37\|368182;2026-05-14\|12.86\|-4.88\|13.70\|13.84\|12.79\|227631;2026-05-15\|12.69\|-1.32\|12.73\|12.78\|12.16\|158450;2026-05-18\|12.24\|-3.55\|12.64\|12.75\|12.19\|136662;2026-05-19\|12.34\|0.82\|12.26\|12.42\|11.94\|96386;2026-05-20\|12.49\|1.22\|12.35\|12.80\|12.06\|103536;2026-05-21\|11.62\|-6.97\|12.50\|12.72\|11.58\|130774;2026-05-22\|12.46\|7.23\|11.62\|12.78\|11.62\|309780;2026-05-25\|12.59\|1.04\|13.47\|13.68\|12.12\|264070;2026-05-26\|12.23\|-2.86\|12.39\|12.59\|12.05\|114760;2026-05-27\|11.98\|-2.04\|12.19\|12.42\|11.88\|77280;2026-05-28\|11.89\|-0.75\|12.06\|12.08\|11.63\|66880;2026-05-29\|11.33\|-4.71\|12.00\|12.09\|11.19\|112212;2026-06-01\|11.61\|2.47\|11.18\|11.87\|11.14\|99468;2026-06-02\|12.10\|4.22\|11.62\|12.29\|11.62\|125320;2026-06-03\|11.99\|-0.91\|12.08\|12.49\|11.82\|81150;2026-06-04\|12.45\|3.84\|11.94\|12.63\|11.80\|107275;2026-06-05\|12.31\|-1.12\|12.43\|12.55\|12.13\|84727;2026-06-08\|12.24\|-0.57\|12.32\|12.58\|12.00\|111474;2026-06-09\|13.13\|7.27\|12.24\|13.22\|12.24\|148948;2026-06-10\|13.84\|5.41\|13.20\|14.44\|12.94\|192086;2026-06-11\|13.93\|0.65\|13.50\|14.15\|13.48\|128837;2026-06-12\|14.08\|1.08\|14.19\|14.34\|13.84\|107596;2026-06-15\|14.09\|0.07\|14.08\|14.28\|13.75\|95604;2026-06-16\|14.34\|1.77\|14.22\|14.53\|14.10\|69193;2026-06-17\|13.64\|-4.88\|14.26\|14.30\|13.29\|128530;2026-06-18\|13.68\|0.29\|13.60\|14.00\|13.35\|77215;2026-06-22\|13.19\|-3.58\|13.52\|13.75\|12.86\|107080;2026-06-23\|13.22\|0.23\|13.18\|13.49\|12.79\|88854;2026-06-24\|13.63\|3.10\|13.46\|13.63\|12.99\|78531;2026-06-25\|13.03\|-4.40\|13.60\|13.78\|12.87\|84133;2026-06-26\|12.66\|-2.84\|12.75\|12.90\|12.30\|62342;2026-06-29\|12.29\|-2.92\|12.63\|12.78\|12.20\|59304;2026-06-30\|12.40\|0.90\|12.29\|12.48\|12.06\|75317;2026-07-01\|12.29\|-0.89\|12.60\|12.60\|12.10\|59869;2026-07-02\|12.00\|-2.36\|12.15\|12.65\|11.94\|70735;2026-07-03\|12.10\|0.83\|12.06\|12.46\|11.94\|66766;2026-07-06\|12.88\|6.45\|12.10\|13.31\|12.10\|177208;2026-07-07\|11.59\|-10.02\|13.50\|13.50\|11.59\|167956;2026-07-08\|11.20\|-3.37\|11.81\|11.88\|11.20\|73979;2026-07-09\|10.85\|-3.12\|11.10\|11.24\|10.62\|79917;2026-07-10\|11.10\|2.30\|10.85\|11.42\|10.80\|71319;2026-07-13\|10.01\|-9.82\|11.07\|11.22\|9.99\|111821;2026-07-14\|10.18\|1.70\|10.07\|10.42\|9.96\|86336;2026-07-15\|10.21\|0.29\|10.14\|10.52\|9.93\|75721;2026-07-16\|10.10\|-1.08\|10.11\|10.38\|9.99\|55686
111522		涨停揭秘：狮头股份4月14日涨停，作为成功转型电商服务商的企业，受益于1-2月社零增速转正及宠粮、美妆等高景气细分赛道增长，叠加次新属性与小市值弹性吸引资金关注；涨停缘由：已转型为专注宠粮、美妆、食品及日化领域的电商服务商，客户与GMV持续增长；1-2月社零总额同比增长2.8%，消费复苏信号增强；小市值+次新定位，资金博弈活跃度高；资金逻辑：游资主导主题炒作，围绕“消费复苏+电商服务”主线挖掘低位弹性标的，换手率高体现短线资金接力特征；风险提示：电商服务业务盈利能力尚不稳定，毛利率低于传统制造业；客户集中度较高，存在单一客户依赖风险；转型成效需持续跟踪季度经营数据验证	公司转型成为电商服务提供商，涉及宠粮、美妆、食品和日化用品等领域	2026-03-09\|12.41\|4.55\|11.86\|12.55\|11.53\|223908;2026-03-10\|12.40\|-0.08\|12.42\|12.88\|12.23\|181867;2026-03-11\|12.60\|1.61\|12.38\|12.89\|12.30\|154650;2026-03-12\|12.19\|-3.25\|12.48\|12.71\|12.12\|98228;2026-03-13\|12.09\|-0.82\|12.19\|12.41\|12.05\|73983;2026-03-16\|12.35\|2.15\|12.01\|12.58\|12.01\|91818;2026-03-17\|11.85\|-4.05\|12.41\|12.69\|11.80\|68061;2026-03-18\|12.26\|3.46\|11.66\|12.57\|11.66\|101774;2026-03-19\|11.91\|-2.85\|12.11\|12.43\|11.85\|72749;2026-03-20\|11.45\|-3.86\|11.89\|12.57\|11.33\|118337;2026-03-23\|10.67\|-6.81\|11.38\|11.38\|10.61\|117147;2026-03-24\|11.74\|10.03\|10.95\|11.74\|10.95\|139947;2026-03-25\|12.91\|9.97\|11.91\|12.91\|11.90\|329760;2026-03-26\|12.92\|0.08\|13.00\|13.38\|12.74\|338494;2026-03-27\|14.21\|9.98\|13.17\|14.21\|12.72\|239580;2026-03-30\|15.63\|9.99\|14.21\|15.63\|14.20\|533450;2026-03-31\|14.67\|-6.14\|15.18\|15.80\|14.50\|374833;2026-04-01\|15.00\|2.25\|15.00\|15.33\|14.27\|329088;2026-04-02\|14.09\|-6.07\|14.80\|15.15\|13.89\|279883;2026-04-03\|14.00\|-0.64\|14.40\|14.40\|13.52\|211973;2026-04-07\|14.01\|0.07\|13.97\|14.20\|13.53\|197824;2026-04-08\|14.40\|2.78\|14.50\|14.55\|13.70\|236559;2026-04-09\|15.08\|4.72\|14.40\|15.30\|13.86\|263217;2026-04-10\|14.79\|-1.92\|15.35\|15.95\|14.61\|281180;2026-04-13\|14.50\|-1.96\|14.51\|14.78\|14.08\|171598;2026-04-14\|15.95\|10.00\|14.83\|15.95\|14.56\|268952;2026-04-15\|15.96\|0.06\|16.40\|16.44\|15.46\|339341;2026-04-16\|16.27\|1.94\|15.96\|16.41\|15.31\|233692;2026-04-17\|17.07\|4.92\|16.19\|17.57\|16.18\|234362;2026-04-20\|16.58\|-2.87\|17.36\|17.47\|16.41\|180989;2026-04-21\|16.18\|-2.41\|16.34\|16.62\|15.70\|182666;2026-04-22\|16.54\|2.23\|15.91\|16.88\|15.65\|188780;2026-04-23\|16.12\|-2.54\|16.41\|16.69\|16.07\|125392;2026-04-24\|16.87\|4.65\|15.83\|17.28\|15.83\|198114;2026-04-27\|17.49\|3.68\|17.02\|18.28\|17.02\|220299;2026-04-28\|17.08\|-2.34\|17.03\|17.45\|16.50\|131228;2026-04-29\|18.35\|7.44\|16.91\|18.78\|16.91\|192950;2026-04-30\|17.56\|-4.31\|18.36\|18.73\|16.52\|365683;2026-05-06\|18.72\|6.61\|17.37\|19.32\|17.37\|354882;2026-05-07\|20.59\|9.99\|19.29\|20.59\|19.28\|413528;2026-05-08\|20.40\|-0.92\|20.79\|21.40\|19.63\|385224;2026-05-11\|19.23\|-5.74\|20.37\|20.40\|18.86\|370508;2026-05-12\|19.07\|-0.83\|19.09\|19.37\|18.30\|255521;2026-05-13\|18.25\|-4.30\|18.80\|19.96\|17.16\|527003;2026-05-14\|16.43\|-9.97\|17.80\|18.22\|16.43\|337065;2026-05-15\|16.44\|0.06\|15.76\|17.28\|15.70\|273109;2026-05-18\|17.15\|4.32\|16.26\|17.30\|16.01\|270338;2026-05-19\|15.44\|-9.97\|16.96\|17.31\|15.44\|220704;2026-05-20\|13.90\|-9.97\|15.33\|15.40\|13.90\|221441;2026-05-21\|13.50\|-2.88\|13.66\|14.32\|13.38\|291118;2026-05-22\|14.85\|10.00\|13.71\|14.85\|13.62\|114047;2026-05-25\|16.34\|10.03\|16.34\|16.34\|14.94\|407267;2026-05-26\|16.16\|-1.10\|15.60\|16.98\|15.44\|319088;2026-05-27\|16.26\|0.62\|16.10\|17.20\|16.10\|278973;2026-05-28\|15.59\|-4.12\|16.13\|16.52\|15.33\|196494;2026-05-29\|14.56\|-6.61\|15.65\|15.68\|14.38\|169865;2026-06-01\|16.02\|10.03\|13.36\|16.02\|13.36\|244261;2026-06-02\|15.24\|-4.87\|16.00\|16.10\|14.80\|205456;2026-06-03\|14.99\|-1.64\|15.24\|15.55\|14.77\|107398;2026-06-04\|14.75\|-1.60\|14.92\|15.03\|14.57\|83791;2026-06-05\|14.00\|-5.08\|14.50\|14.90\|13.92\|124054;2026-06-08\|15.40\|10.00\|13.39\|15.40\|13.39\|140081;2026-06-09\|15.72\|2.08\|16.17\|16.17\|15.10\|219850;2026-06-10\|14.87\|-5.41\|15.78\|16.18\|14.82\|129984;2026-06-11\|14.85\|-0.13\|15.02\|15.48\|14.55\|95461;2026-06-12\|16.34\|10.03\|15.20\|16.34\|14.83\|171687;2026-06-15\|16.30\|-0.24\|16.89\|17.18\|16.30\|244523;2026-06-16\|16.06\|-1.47\|16.31\|16.58\|15.89\|149344;2026-06-17\|16.04\|-0.12\|16.20\|16.20\|15.76\|145532;2026-06-18\|14.44\|-9.98\|15.88\|16.44\|14.44\|254223;2026-06-22\|14.86\|2.91\|14.01\|14.88\|13.62\|199309;2026-06-23\|14.34\|-3.50\|14.65\|14.67\|13.98\|122370;2026-06-24\|13.92\|-2.93\|14.29\|14.36\|13.61\|94373;2026-06-25\|13.02\|-6.47\|13.69\|13.94\|12.71\|165640;2026-06-26\|14.32\|9.98\|13.01\|14.32\|13.00\|180928;2026-06-29\|15.10\|5.45\|14.32\|15.46\|13.30\|250208;2026-06-30\|16.31\|8.01\|16.20\|16.46\|15.37\|241835;2026-07-01\|17.00\|4.23\|16.31\|17.10\|16.00\|218253;2026-07-02\|17.27\|1.59\|16.68\|17.72\|16.28\|236791;2026-07-03\|16.83\|-2.55\|16.92\|17.50\|16.77\|124295;2026-07-06\|15.83\|-5.94\|16.73\|16.73\|15.16\|160453;2026-07-07\|15.92\|0.57\|16.09\|16.56\|15.40\|109032;2026-07-08\|16.32\|2.51\|15.90\|16.60\|15.77\|119782;2026-07-09\|17.45\|6.92\|16.01\|17.65\|15.60\|150625;2026-07-10\|17.20\|-1.43\|17.80\|17.89\|17.10\|118674;2026-07-13\|15.48\|-10.00\|17.52\|17.53\|15.48\|104665;2026-07-14\|14.93\|-3.55\|15.53\|15.64\|14.58\|118742;2026-07-15\|16.42\|9.98\|15.23\|16.42\|15.08\|88830;2026-07-16\|17.23\|4.93\|16.65\|17.30\|15.80\|228454
111521		保健品+宠物经济+增持 1、据2026年4月29日年报，2025年公司拓展了添加公司核心益生菌、植提原料的宠物产品系列，形成了以健康、优质、安全为特色的多品线格局，满足从人群到爱宠的多维度健康需求。据2026年6月16日互动易，公司产品在淘宝、天猫、京东、抖音等相关平台旗舰店销售。 2、据2026年4月29日年报，公司主营业务为保健品、保健食品和保健品原料的研发、生产、销售，以及老年医疗护理机构的运营及管理。公司是中国保健品行业首家A股上市公司。 3、据2026年6月13日公告，控股股东上海韵简于2026年6月12日增持30.06万股，并计划至2026年12月11日前继续增持不超过1550万股占总股本2.00%。	1、公司运营6家营利性护理院/医院，为8家非营利性老年医疗护理机构输出管理咨询服务，总运营床位数近4000张，项目遍布江浙沪近10个城市； 2、公司昂立益生菌卫生巾系列由演员佟丽娅代言，产品特别添加了昂立自有的4株复配菌株和2种益生元	2026-03-09\|5.89\|-2.48\|5.94\|6.03\|5.82\|63982;2026-03-10\|5.99\|1.70\|5.93\|6.01\|5.88\|54752;2026-03-11\|5.89\|-1.67\|5.97\|6.00\|5.86\|44924;2026-03-12\|5.69\|-3.40\|5.88\|5.89\|5.68\|113486;2026-03-13\|5.60\|-1.58\|5.66\|5.74\|5.57\|101888;2026-03-16\|5.68\|1.43\|5.64\|5.71\|5.59\|82006;2026-03-17\|5.56\|-2.11\|5.72\|5.72\|5.55\|87915;2026-03-18\|5.62\|1.08\|5.53\|5.65\|5.53\|84003;2026-03-19\|5.45\|-3.02\|5.57\|5.60\|5.43\|64292;2026-03-20\|5.31\|-2.57\|5.42\|5.55\|5.29\|71382;2026-03-23\|5.00\|-5.84\|5.16\|5.27\|4.97\|90840;2026-03-24\|5.28\|5.60\|5.14\|5.29\|5.06\|111044;2026-03-25\|5.38\|1.89\|5.36\|5.40\|5.28\|58687;2026-03-26\|5.25\|-2.42\|5.40\|5.42\|5.20\|51355;2026-03-27\|5.38\|2.48\|5.28\|5.62\|5.22\|107509;2026-03-30\|5.39\|0.19\|5.35\|5.43\|5.29\|79486;2026-03-31\|5.38\|-0.19\|5.39\|5.49\|5.37\|70402;2026-04-01\|5.48\|1.86\|5.45\|5.54\|5.42\|65466;2026-04-02\|5.39\|-1.64\|5.48\|5.49\|5.35\|51448;2026-04-03\|5.23\|-2.97\|5.37\|5.41\|5.21\|50906;2026-04-07\|5.29\|1.15\|5.23\|5.35\|5.15\|72486;2026-04-08\|5.42\|2.46\|5.35\|5.44\|5.31\|58073;2026-04-09\|5.23\|-3.51\|5.43\|5.43\|5.21\|62932;2026-04-10\|5.26\|0.57\|5.30\|5.34\|5.24\|54330;2026-04-13\|5.27\|0.19\|5.23\|5.30\|5.19\|53321;2026-04-14\|5.22\|-0.95\|5.28\|5.30\|5.15\|68620;2026-04-15\|5.17\|-0.96\|5.21\|5.26\|5.16\|37483;2026-04-16\|5.23\|1.16\|5.16\|5.25\|5.10\|62006;2026-04-17\|5.20\|-0.57\|5.20\|5.23\|5.04\|111013;2026-04-20\|5.23\|0.58\|5.19\|5.23\|5.11\|87069;2026-04-21\|5.18\|-0.96\|5.25\|5.26\|5.12\|65352;2026-04-22\|5.14\|-0.77\|5.12\|5.29\|5.12\|131043;2026-04-23\|5.14\|0.00\|5.14\|5.20\|5.08\|102834;2026-04-24\|4.99\|-2.92\|5.10\|5.13\|4.94\|116843;2026-04-27\|5.11\|2.40\|4.99\|5.12\|4.90\|96932;2026-04-28\|5.10\|-0.20\|5.13\|5.16\|5.04\|65415;2026-04-29\|5.17\|1.37\|5.08\|5.24\|5.08\|86289;2026-04-30\|5.43\|5.03\|5.15\|5.52\|5.13\|189401;2026-05-06\|5.41\|-0.37\|5.46\|5.63\|5.36\|164639;2026-05-07\|5.41\|0.00\|5.41\|5.47\|5.37\|87979;2026-05-08\|5.95\|9.98\|5.37\|5.95\|5.35\|280874;2026-05-11\|6.55\|10.08\|6.49\|6.55\|6.41\|138046;2026-05-12\|7.21\|10.08\|7.21\|7.21\|6.71\|613541;2026-05-13\|7.93\|9.99\|7.78\|7.93\|7.70\|167580;2026-05-14\|7.90\|-0.38\|7.18\|8.38\|7.18\|864729;2026-05-15\|7.46\|-5.57\|7.59\|8.26\|7.27\|520310;2026-05-18\|7.12\|-4.56\|7.18\|7.88\|7.03\|385456;2026-05-19\|6.88\|-3.37\|7.26\|7.52\|6.80\|368546;2026-05-20\|7.57\|10.03\|6.86\|7.57\|6.56\|493075;2026-05-21\|6.84\|-9.64\|8.00\|8.00\|6.81\|500051;2026-05-22\|7.52\|9.94\|6.85\|7.52\|6.85\|342168;2026-05-25\|7.31\|-2.79\|7.49\|7.74\|7.29\|466475;2026-05-26\|7.17\|-1.92\|7.37\|7.38\|6.98\|260346;2026-05-27\|6.91\|-3.63\|7.00\|7.15\|6.86\|188558;2026-05-28\|6.70\|-3.04\|6.85\|6.98\|6.62\|232362;2026-05-29\|7.37\|10.00\|6.70\|7.37\|6.65\|258402;2026-06-01\|7.32\|-0.68\|7.56\|7.56\|7.05\|362272;2026-06-02\|7.01\|-4.24\|7.32\|7.34\|6.91\|245976;2026-06-03\|6.84\|-2.43\|7.01\|7.04\|6.73\|199611;2026-06-04\|6.56\|-4.09\|6.74\|6.83\|6.45\|198508;2026-06-05\|6.45\|-1.68\|6.56\|6.72\|6.35\|168733;2026-06-08\|6.22\|-3.57\|6.28\|6.53\|6.12\|151674;2026-06-09\|6.24\|0.32\|6.22\|6.62\|6.11\|174387;2026-06-10\|6.05\|-3.04\|6.14\|6.23\|5.97\|140574;2026-06-11\|5.92\|-2.15\|5.95\|6.12\|5.84\|92647;2026-06-12\|6.13\|3.55\|5.91\|6.31\|5.81\|166229;2026-06-15\|6.19\|0.98\|6.25\|6.40\|6.10\|171908;2026-06-16\|5.95\|-3.88\|6.13\|6.17\|5.89\|152378;2026-06-17\|5.92\|-0.50\|5.95\|5.96\|5.78\|96242;2026-06-18\|5.82\|-1.69\|5.98\|6.14\|5.76\|109773;2026-06-22\|5.54\|-4.81\|5.90\|5.90\|5.48\|155153;2026-06-23\|5.77\|4.15\|5.54\|6.03\|5.46\|240858;2026-06-24\|5.55\|-3.81\|5.71\|5.75\|5.54\|149551;2026-06-25\|5.58\|0.54\|5.58\|5.76\|5.41\|138590;2026-06-26\|5.36\|-3.94\|5.85\|5.88\|5.32\|193120;2026-06-29\|5.03\|-6.16\|5.35\|5.38\|5.03\|181793;2026-06-30\|4.93\|-1.99\|5.04\|5.17\|4.80\|157164;2026-07-01\|5.06\|2.64\|5.00\|5.13\|4.91\|128426;2026-07-02\|5.18\|2.37\|5.12\|5.36\|5.02\|160100;2026-07-03\|5.70\|10.04\|5.17\|5.70\|5.17\|117216;2026-07-06\|5.79\|1.58\|5.81\|6.22\|5.70\|294307;2026-07-07\|5.46\|-5.70\|5.79\|5.81\|5.43\|149987;2026-07-08\|5.36\|-1.83\|5.56\|5.58\|5.27\|96750;2026-07-09\|5.33\|-0.56\|5.41\|5.42\|5.22\|93878;2026-07-10\|5.34\|0.19\|5.25\|5.45\|5.24\|85884;2026-07-13\|5.13\|-3.93\|5.34\|5.36\|5.13\|81349;2026-07-14\|5.28\|2.92\|5.18\|5.35\|5.04\|100491;2026-07-15\|5.32\|0.76\|5.20\|5.47\|5.16\|110966;2026-07-16\|5.39\|1.32\|5.26\|5.39\|5.21\|72880
111520		造纸+数码喷墨纸+热电联产+绿色包装 1、据2026年4月28日年报，公司“年产60万吨数码喷墨纸产业升级项目”一期已于2025年4月投产，二期产能释放预期明确，高附加值产品销售额占比已达35%。 2、据2026年4月28日年报，公司推广无覆膜、单一材质可回收结构及生物基涂层材料，推动“以纸代塑”在食品、医药、电商领域应用，并搭建智能工厂实现全流程自动化。 3、据2026年4月28日年报，公司集废纸利用、热电联产、生态造纸、绿色包装于一体，形成完整产业链，具备成本控制与盈利稳定性优势。	公司主营业务为“集废纸利用、热电联产、原纸、瓦楞纸板、瓦楞纸箱的生产、销售等多个环节”，主要产品包括瓦楞纸箱及相关、原纸两大类，公司的原纸产品为工业包装用纸，不涉及食品用纸领域	2026-03-09\|9.09\|0.55\|9.03\|9.09\|8.96\|36074;2026-03-10\|9.20\|1.21\|9.10\|9.20\|9.06\|30114;2026-03-11\|9.15\|-0.54\|9.18\|9.21\|9.12\|31706;2026-03-12\|9.03\|-1.31\|9.21\|9.21\|9.02\|24812;2026-03-13\|8.99\|-0.44\|8.99\|9.12\|8.95\|19506;2026-03-16\|8.99\|0.00\|8.92\|9.07\|8.86\|23429;2026-03-17\|8.85\|-1.56\|9.03\|9.03\|8.85\|17061;2026-03-18\|9.19\|3.84\|8.85\|9.21\|8.81\|62541;2026-03-19\|9.06\|-1.41\|9.07\|9.23\|9.00\|46817;2026-03-20\|9.00\|-0.66\|9.06\|9.15\|8.92\|36565;2026-03-23\|8.50\|-5.56\|8.86\|9.03\|8.35\|75213;2026-03-24\|8.93\|5.06\|8.56\|9.03\|8.56\|68007;2026-03-25\|9.13\|2.24\|8.96\|9.18\|8.86\|43377;2026-03-26\|9.24\|1.20\|9.14\|9.30\|9.10\|50332;2026-03-27\|9.25\|0.11\|9.14\|9.28\|9.14\|30974;2026-03-30\|9.27\|0.22\|9.21\|9.38\|9.15\|33046;2026-03-31\|9.08\|-2.05\|9.30\|9.32\|9.06\|41224;2026-04-01\|9.08\|0.00\|9.12\|9.22\|8.82\|62051;2026-04-02\|9.00\|-0.88\|9.09\|9.20\|8.90\|36268;2026-04-03\|8.71\|-3.22\|8.88\|9.00\|8.50\|50975;2026-04-07\|8.69\|-0.23\|8.69\|8.97\|8.63\|62359;2026-04-08\|8.92\|2.65\|8.77\|8.93\|8.70\|35478;2026-04-09\|8.64\|-3.14\|8.91\|8.96\|8.58\|42854;2026-04-10\|8.89\|2.89\|8.70\|8.94\|8.66\|39148;2026-04-13\|8.94\|0.56\|8.96\|9.00\|8.88\|35667;2026-04-14\|8.99\|0.56\|8.95\|9.11\|8.88\|36561;2026-04-15\|9.00\|0.11\|9.07\|9.07\|8.94\|26029;2026-04-16\|8.97\|-0.33\|9.01\|9.03\|8.90\|27049;2026-04-17\|9.05\|0.89\|9.01\|9.10\|8.90\|44749;2026-04-20\|9.19\|1.55\|9.04\|9.26\|8.96\|42356;2026-04-21\|9.21\|0.22\|9.21\|9.22\|9.08\|45949;2026-04-22\|9.09\|-1.30\|9.21\|9.21\|9.05\|33537;2026-04-23\|9.10\|0.11\|9.11\|9.22\|9.04\|33888;2026-04-24\|8.98\|-1.32\|9.06\|9.11\|8.86\|37402;2026-04-27\|9.17\|2.12\|9.03\|9.21\|8.91\|53377;2026-04-28\|9.20\|0.33\|9.07\|9.21\|8.91\|71644;2026-04-29\|9.12\|-0.87\|9.19\|9.21\|9.08\|46776;2026-04-30\|9.18\|0.66\|9.11\|9.27\|9.09\|37255;2026-05-06\|9.27\|0.98\|9.20\|9.28\|9.15\|40649;2026-05-07\|9.29\|0.22\|9.28\|9.29\|9.21\|30863;2026-05-08\|9.31\|0.22\|9.26\|9.31\|9.21\|30764;2026-05-11\|9.38\|0.75\|9.35\|9.43\|9.21\|45848;2026-05-12\|9.32\|-0.64\|9.38\|9.46\|9.28\|50256;2026-05-13\|9.38\|0.64\|9.30\|9.43\|9.27\|32996;2026-05-14\|9.29\|-0.96\|9.37\|9.41\|9.29\|32443;2026-05-15\|9.42\|1.40\|9.32\|9.44\|9.22\|54068;2026-05-18\|9.62\|2.12\|9.52\|9.63\|9.35\|79815;2026-05-19\|9.69\|0.73\|9.58\|9.71\|9.49\|82068;2026-05-20\|9.84\|1.55\|9.68\|9.93\|9.62\|92623;2026-05-21\|9.89\|0.51\|9.78\|9.95\|9.70\|98424;2026-05-22\|10.88\|10.01\|9.91\|10.88\|9.59\|333950;2026-05-25\|11.52\|5.88\|10.18\|11.95\|9.92\|508354;2026-05-26\|11.82\|2.60\|10.80\|12.50\|10.80\|390478;2026-05-27\|10.99\|-7.02\|11.71\|12.38\|10.78\|322379;2026-05-28\|9.89\|-10.01\|10.78\|10.79\|9.89\|301104;2026-05-29\|8.90\|-10.01\|9.61\|9.64\|8.90\|227321;2026-06-01\|8.10\|-8.99\|8.21\|8.54\|8.09\|205441;2026-06-02\|7.71\|-4.81\|8.15\|8.17\|7.63\|183449;2026-06-03\|7.50\|-2.72\|7.71\|7.72\|7.41\|140307;2026-06-04\|7.23\|-3.60\|7.40\|7.51\|7.17\|119424;2026-06-05\|7.27\|0.55\|7.22\|7.38\|7.20\|99890;2026-06-08\|7.10\|-2.34\|7.14\|7.40\|7.04\|97121;2026-06-09\|7.04\|0.14\|7.24\|7.28\|6.92\|70655;2026-06-10\|6.84\|-2.84\|6.99\|7.04\|6.78\|88411;2026-06-11\|6.87\|0.44\|6.80\|6.91\|6.76\|72310;2026-06-12\|6.88\|0.15\|6.92\|6.94\|6.67\|69821;2026-06-15\|6.97\|1.31\|6.88\|7.07\|6.86\|68183;2026-06-16\|6.83\|-2.01\|7.03\|7.03\|6.70\|70044;2026-06-17\|6.65\|-2.64\|6.77\|6.83\|6.62\|68734;2026-06-18\|6.60\|-0.75\|6.68\|6.70\|6.53\|53570;2026-06-22\|6.64\|0.61\|6.67\|6.67\|6.43\|64975;2026-06-23\|6.86\|3.31\|6.62\|6.92\|6.61\|84039;2026-06-24\|6.57\|-4.23\|6.87\|6.88\|6.47\|69303;2026-06-25\|6.45\|-1.83\|6.55\|6.55\|6.40\|54172;2026-06-26\|6.28\|-2.64\|6.45\|6.45\|6.28\|43222;2026-06-29\|6.31\|0.48\|6.28\|6.37\|6.11\|56945;2026-06-30\|6.18\|-2.06\|6.30\|6.36\|6.17\|54715;2026-07-01\|6.31\|2.10\|6.18\|6.35\|6.14\|77717;2026-07-02\|6.38\|1.11\|6.31\|6.51\|6.30\|61808;2026-07-03\|6.58\|3.13\|6.45\|6.66\|6.39\|74756;2026-07-06\|6.55\|-0.46\|6.54\|6.69\|6.49\|48521;2026-07-07\|6.37\|-2.75\|6.63\|6.63\|6.36\|45934;2026-07-08\|6.33\|-0.63\|6.41\|6.44\|6.26\|42761;2026-07-09\|6.26\|-1.11\|6.27\|6.38\|6.16\|47660;2026-07-10\|6.41\|2.40\|6.20\|6.49\|6.15\|51440;2026-07-13\|6.17\|-3.74\|6.41\|6.41\|6.15\|46029;2026-07-14\|6.39\|3.57\|6.16\|6.41\|6.12\|60211;2026-07-15\|6.38\|-0.16\|6.36\|6.49\|6.35\|40003;2026-07-16\|6.50\|1.88\|6.37\|6.61\|6.28\|63869
111519		拟收购+合成生物+饲料 1、据2026年5月26日公告，公司拟通过现金方式收购希杰国际控股持有的希杰沈阳饲料有限公司、希杰天津饲料有限公司及希杰聊城饲料有限公司各100%股权，暂定交易价格为1.25亿元，目标公司在饲料领域拥有成熟的生产基地、商标及技术积累。 2、据2026年5月11日投资者关系管理信息，公司依托全国唯一的农业农村部饲料合成生物技术重点实验室，将合成生物学作为提升核心竞争力的关键方向，该实验室已明确饲用微生物资源收集、饲用氨基酸维生素合成生物技术等6大研究方向。 3、据2026年5月11日机构调研，公司主营业务为饲料销售，2025年饲料业务收入占主营收入99.60%，实现营业收入135,505.85万元，同比上升33.48%；其中猪饲料销售收入121,018.17万元，禽类饲料销售收入同比增长233.64%。	公司的主要产品为猪用饲料；已具备合成生物技术的研发实力，并已成功应用到饲料产品中	2026-03-09\|14.55\|0.34\|14.50\|14.73\|14.21\|43958;2026-03-10\|14.68\|0.89\|14.55\|14.68\|14.30\|48830;2026-03-11\|14.50\|-1.23\|14.72\|14.82\|14.39\|33350;2026-03-12\|14.33\|-1.17\|14.52\|14.57\|14.06\|30288;2026-03-13\|15.76\|9.98\|14.29\|15.76\|14.19\|59373;2026-03-16\|14.50\|-7.99\|17.34\|17.34\|14.18\|251167;2026-03-17\|14.08\|-2.90\|13.89\|14.25\|13.53\|167095;2026-03-18\|14.03\|-0.36\|13.90\|14.37\|13.73\|102520;2026-03-19\|14.01\|-0.14\|13.98\|14.38\|13.93\|89300;2026-03-20\|13.36\|-4.64\|14.04\|14.30\|13.28\|84070;2026-03-23\|12.44\|-6.89\|13.19\|13.24\|12.34\|83840;2026-03-24\|13.16\|5.79\|13.00\|13.16\|12.45\|70156;2026-03-25\|13.48\|2.43\|13.25\|13.59\|13.20\|45814;2026-03-26\|13.44\|-0.30\|13.52\|13.74\|13.23\|33151;2026-03-27\|13.95\|3.79\|13.41\|13.95\|13.14\|41920;2026-03-30\|14.24\|2.08\|13.84\|14.24\|13.83\|42547;2026-03-31\|13.88\|-2.53\|14.29\|14.38\|13.81\|30868;2026-04-01\|14.08\|1.44\|14.04\|14.18\|13.79\|30792;2026-04-02\|13.66\|-2.98\|14.08\|14.19\|13.49\|38158;2026-04-03\|13.11\|-4.03\|13.69\|13.72\|13.00\|36270;2026-04-07\|13.61\|3.81\|12.66\|13.80\|12.66\|43905;2026-04-08\|14.09\|3.53\|13.89\|14.13\|13.55\|36571;2026-04-09\|13.84\|-1.77\|14.09\|14.15\|13.71\|24621;2026-04-10\|13.95\|0.79\|13.87\|14.05\|13.73\|24520;2026-04-13\|14.12\|1.22\|13.98\|14.13\|13.78\|24917;2026-04-14\|14.17\|0.35\|14.28\|14.28\|13.92\|30311;2026-04-15\|13.96\|-1.48\|14.16\|14.20\|13.90\|26585;2026-04-16\|14.27\|2.22\|13.95\|14.27\|13.83\|32688;2026-04-17\|14.21\|-0.42\|14.32\|14.32\|14.02\|28634;2026-04-20\|15.63\|9.99\|14.09\|15.63\|14.09\|98531;2026-04-21\|15.14\|-3.13\|15.00\|16.47\|14.82\|233607;2026-04-22\|14.93\|-1.39\|15.08\|15.29\|14.66\|143744;2026-04-23\|14.50\|-2.88\|14.93\|15.06\|14.45\|79132;2026-04-24\|14.47\|-0.21\|14.39\|14.75\|14.36\|68002;2026-04-27\|14.65\|1.24\|14.50\|14.69\|14.20\|57403;2026-04-28\|15.07\|2.87\|14.80\|15.30\|14.70\|85227;2026-04-29\|15.32\|1.66\|15.06\|15.47\|15.01\|76520;2026-04-30\|15.50\|1.17\|15.42\|15.65\|15.27\|61818;2026-05-06\|15.43\|-0.45\|15.60\|15.74\|15.22\|64861;2026-05-07\|15.13\|-1.94\|15.43\|15.46\|15.05\|42365;2026-05-08\|15.28\|0.99\|15.14\|15.28\|15.01\|33926;2026-05-11\|15.57\|1.90\|15.22\|15.65\|15.17\|56444;2026-05-12\|15.35\|-1.41\|15.54\|15.66\|15.08\|57695;2026-05-13\|15.25\|-0.65\|15.49\|15.54\|15.09\|41582;2026-05-14\|15.91\|4.33\|15.44\|16.11\|15.01\|76366;2026-05-15\|15.56\|-2.20\|15.68\|15.90\|15.22\|65017;2026-05-18\|15.57\|0.06\|15.51\|15.64\|15.12\|40183;2026-05-19\|15.50\|-0.45\|15.59\|15.86\|15.25\|40637;2026-05-20\|15.41\|-0.58\|15.50\|15.56\|15.25\|27224;2026-05-21\|15.01\|-2.60\|15.43\|15.52\|14.92\|67914;2026-05-22\|16.51\|9.99\|15.22\|16.51\|15.05\|87200;2026-05-25\|16.92\|2.48\|17.00\|17.03\|16.21\|194680;2026-05-26\|18.61\|9.99\|16.92\|18.61\|16.70\|149108;2026-05-27\|16.75\|-9.99\|16.75\|17.71\|16.75\|130361;2026-05-28\|16.55\|-1.19\|16.44\|17.34\|15.63\|226592;2026-05-29\|14.90\|-9.97\|16.50\|16.94\|14.90\|128450;2026-06-01\|14.76\|-0.94\|13.56\|14.94\|13.56\|154922;2026-06-02\|14.39\|-2.51\|14.69\|15.09\|13.94\|104940;2026-06-03\|14.16\|-1.60\|14.34\|14.68\|14.01\|64885;2026-06-04\|13.66\|-3.53\|14.06\|14.30\|13.46\|57243;2026-06-05\|13.87\|1.54\|13.80\|14.06\|13.27\|59304;2026-06-08\|13.46\|-2.96\|13.57\|14.55\|13.15\|60089;2026-06-09\|13.18\|-2.08\|13.65\|13.74\|12.99\|56101;2026-06-10\|13.11\|-0.53\|13.11\|13.32\|12.77\|37887;2026-06-11\|12.83\|-2.14\|12.85\|13.02\|12.65\|33485;2026-06-12\|12.85\|0.16\|12.90\|13.10\|12.55\|33160;2026-06-15\|12.56\|-2.26\|12.89\|13.10\|12.40\|43587;2026-06-16\|12.54\|-0.16\|12.40\|12.59\|12.11\|43372;2026-06-17\|12.14\|-3.19\|12.41\|12.49\|12.04\|42670;2026-06-18\|12.07\|-0.58\|12.02\|12.23\|11.88\|39465;2026-06-22\|12.10\|0.25\|11.95\|12.10\|11.63\|30622;2026-06-23\|12.15\|0.41\|12.07\|12.44\|11.98\|32372;2026-06-24\|11.66\|-4.03\|12.17\|12.35\|11.55\|43148;2026-06-25\|11.31\|-3.00\|11.58\|11.64\|11.15\|39714;2026-06-26\|11.10\|-1.86\|11.28\|11.32\|10.88\|40598;2026-06-29\|11.05\|-0.45\|11.13\|11.13\|10.50\|54887;2026-06-30\|10.84\|-1.90\|11.02\|11.17\|10.67\|42830;2026-07-01\|11.43\|5.44\|10.82\|11.64\|10.71\|66600;2026-07-02\|11.50\|0.61\|11.43\|11.75\|10.89\|57602;2026-07-03\|11.58\|0.70\|11.50\|11.68\|11.32\|49769;2026-07-06\|11.42\|-1.38\|11.61\|11.80\|11.34\|37618;2026-07-07\|11.13\|-2.54\|11.43\|11.45\|11.02\|38173;2026-07-08\|10.94\|-1.71\|11.13\|11.16\|10.77\|29209;2026-07-09\|10.77\|-1.55\|10.85\|11.05\|10.50\|33495;2026-07-10\|11.18\|3.81\|10.74\|11.27\|10.50\|43245;2026-07-13\|10.72\|-4.11\|11.01\|11.14\|10.70\|40118;2026-07-14\|11.21\|4.57\|10.72\|11.25\|10.47\|48841;2026-07-15\|11.41\|1.78\|11.21\|11.55\|11.00\|45940;2026-07-16\|11.51\|0.88\|11.28\|11.69\|11.28\|37580
111518		塑木外销+募投产能+退税到账 1、据2025年8月28日半年报及2025年12月16日机构调研，公司自主品牌“NewTechWood”已进驻Home Depot、Lowe’s等全球渠道，境外营收占比96.60%，募投项目“新型环保塑木型材产业化项目一期”2026年起陆续投产，产能释放将显著提升供应能力。 2、据2026年5月20日互动易，美国子公司已收到部分退税款项，相关收益将按准则计入财务报表。	公司主要从事塑木复合材料，主要产品为户外地板、墙板、组合地板等新型环保塑木型材	2026-03-09\|26.50\|-1.34\|26.80\|26.83\|25.50\|38912;2026-03-10\|27.62\|4.23\|27.10\|27.99\|26.66\|48280;2026-03-11\|27.07\|-1.99\|27.90\|28.00\|26.96\|34020;2026-03-12\|27.19\|0.44\|27.07\|28.05\|26.60\|35312;2026-03-13\|25.18\|-7.39\|27.21\|27.47\|24.88\|69286;2026-03-16\|25.01\|-0.68\|25.18\|26.06\|24.81\|45676;2026-03-17\|23.68\|-5.32\|25.27\|25.71\|23.50\|43314;2026-03-18\|26.32\|11.15\|23.63\|26.55\|23.56\|96370;2026-03-19\|25.40\|-3.50\|25.55\|26.18\|25.01\|48935;2026-03-20\|24.34\|-4.17\|25.28\|25.78\|24.18\|42944;2026-03-23\|21.72\|-10.76\|24.00\|24.20\|21.36\|63595;2026-03-24\|22.40\|3.13\|22.70\|23.38\|21.89\|55865;2026-03-25\|23.44\|4.64\|22.53\|23.58\|22.47\|38260;2026-03-26\|23.85\|1.75\|23.87\|23.87\|22.81\|32926;2026-03-27\|23.30\|-2.31\|23.86\|23.86\|22.94\|31484;2026-03-30\|22.77\|-2.27\|23.16\|23.20\|22.45\|29982;2026-03-31\|22.08\|-3.03\|22.75\|23.18\|21.96\|23024;2026-04-01\|21.61\|-2.13\|22.59\|22.80\|21.37\|29414;2026-04-02\|20.84\|-3.56\|21.72\|21.72\|20.64\|34474;2026-04-03\|20.55\|-1.39\|20.94\|21.45\|20.23\|28822;2026-04-07\|20.86\|1.51\|20.55\|21.23\|20.44\|18615;2026-04-08\|21.48\|2.97\|21.66\|21.66\|21.00\|40424;2026-04-09\|20.60\|-4.10\|21.41\|21.43\|20.39\|29004;2026-04-10\|20.78\|0.87\|20.90\|21.38\|20.70\|22967;2026-04-13\|20.73\|-0.24\|20.71\|20.83\|20.35\|20233;2026-04-14\|21.21\|2.32\|20.83\|21.71\|20.52\|50965;2026-04-15\|22.05\|3.96\|21.94\|23.38\|21.28\|94784;2026-04-16\|21.69\|-1.63\|22.41\|22.78\|21.48\|63345;2026-04-17\|21.52\|-0.78\|21.48\|21.80\|21.33\|34773;2026-04-20\|22.52\|4.65\|21.53\|22.76\|21.35\|46448;2026-04-21\|22.42\|-0.44\|22.43\|23.20\|22.05\|36360;2026-04-22\|23.83\|6.29\|22.46\|24.08\|22.00\|75173;2026-04-23\|26.75\|12.25\|24.58\|27.88\|23.84\|197069;2026-04-24\|29.30\|9.53\|29.17\|30.93\|27.65\|245355;2026-04-27\|31.95\|9.04\|29.00\|32.57\|27.85\|183319;2026-04-28\|30.48\|-4.60\|31.97\|32.10\|30.02\|127292;2026-04-29\|30.21\|-0.89\|30.93\|31.40\|29.31\|100841;2026-04-30\|34.35\|13.70\|31.17\|34.81\|30.72\|136653;2026-05-06\|35.22\|2.53\|34.46\|36.42\|33.05\|135382;2026-05-07\|35.95\|2.07\|34.87\|35.95\|34.23\|106360;2026-05-08\|35.89\|-0.17\|35.76\|36.98\|34.08\|97736;2026-05-11\|35.50\|-1.09\|36.50\|38.40\|34.80\|90497;2026-05-12\|33.93\|-4.42\|34.94\|35.79\|33.38\|98009;2026-05-13\|36.28\|6.93\|33.50\|37.27\|33.11\|105579;2026-05-14\|35.31\|-2.67\|36.35\|37.26\|34.90\|66627;2026-05-15\|35.53\|0.62\|35.04\|36.20\|33.93\|62328;2026-05-18\|34.43\|-3.10\|34.67\|36.18\|34.00\|80027;2026-05-19\|35.99\|4.53\|34.21\|36.20\|34.08\|66114;2026-05-20\|34.16\|-5.08\|35.26\|36.26\|32.80\|80517;2026-05-21\|33.44\|-2.11\|34.31\|36.14\|33.20\|85707;2026-05-22\|40.13\|20.01\|33.94\|40.13\|33.42\|102400;2026-05-25\|41.31\|2.94\|40.84\|43.33\|40.21\|174109;2026-05-26\|41.00\|-0.75\|41.00\|42.93\|39.68\|103677;2026-05-27\|41.29\|0.71\|41.53\|42.49\|39.80\|100838;2026-05-28\|40.05\|-3.00\|41.29\|41.87\|38.40\|108464;2026-05-29\|36.86\|-7.96\|39.24\|40.00\|36.50\|89886;2026-06-01\|35.47\|-3.77\|36.47\|36.85\|35.20\|49559;2026-06-02\|35.57\|0.28\|35.33\|35.97\|34.20\|32929;2026-06-03\|36.77\|3.37\|35.73\|37.73\|35.22\|62791;2026-06-04\|34.48\|-6.23\|36.42\|37.34\|34.03\|70382;2026-06-05\|35.00\|1.51\|35.00\|36.50\|33.19\|59522;2026-06-08\|34.08\|-2.63\|34.02\|35.99\|33.00\|55475;2026-06-09\|35.14\|3.11\|34.76\|35.26\|33.66\|53584;2026-06-10\|35.00\|-0.40\|34.81\|36.00\|34.00\|46548;2026-06-11\|34.64\|-1.03\|34.37\|35.49\|33.00\|40744;2026-06-12\|37.08\|7.04\|35.00\|37.99\|34.70\|79753;2026-06-15\|38.30\|3.29\|36.90\|38.30\|35.95\|81036;2026-06-16\|37.33\|-2.53\|37.53\|38.53\|36.76\|63545;2026-06-17\|41.32\|10.69\|36.00\|41.54\|36.00\|91337;2026-06-18\|41.14\|-0.44\|40.58\|41.54\|39.60\|69069;2026-06-22\|41.27\|0.32\|41.16\|44.00\|39.77\|65382;2026-06-23\|41.17\|-0.24\|40.81\|42.00\|40.22\|43898;2026-06-24\|38.63\|-6.17\|41.00\|41.17\|37.05\|59283;2026-06-25\|38.18\|-1.16\|38.30\|40.59\|37.55\|58129;2026-06-26\|41.60\|8.96\|38.20\|42.66\|37.27\|62117;2026-06-29\|38.89\|-6.51\|40.80\|41.75\|37.40\|53179;2026-06-30\|43.76\|12.52\|39.25\|44.30\|38.20\|64156;2026-07-01\|46.23\|5.64\|43.63\|46.50\|42.36\|76333;2026-07-02\|48.88\|5.73\|45.59\|50.95\|45.19\|94073;2026-07-03\|53.90\|10.27\|46.45\|54.49\|46.29\|101543;2026-07-06\|52.80\|-2.04\|55.00\|55.18\|51.20\|85753;2026-07-07\|52.64\|-0.30\|52.98\|53.92\|50.80\|57661;2026-07-08\|49.01\|-6.90\|51.87\|52.78\|48.14\|68493;2026-07-09\|48.30\|-1.45\|49.02\|49.98\|47.20\|50560;2026-07-10\|55.43\|14.76\|48.50\|57.15\|47.55\|116946;2026-07-13\|44.63\|-19.48\|52.00\|54.00\|44.34\|93769;2026-07-14\|43.43\|-2.69\|45.00\|46.40\|42.00\|71915;2026-07-15\|43.27\|-0.37\|43.43\|44.89\|41.85\|49224;2026-07-16\|39.90\|-7.68\|41.87\|42.98\|39.50\|48284
111517		皮鞋+C2M+大股东再质押+业绩扭亏 1、公司主要从事皮鞋及皮具产品的研发、生产与销售，实施以“奥康”品牌为主，“康龙”、“斯凯奇”及“彪马”等品牌为辅的多品牌运营模式。 2、据2025年年度报告，公司智能产线覆盖超70%制造环节，推进个性化设计与小单快反模式落地，强化C2M模式。 3、据2026年4月28日一季报，公司2026年第一季度实现归母净利润2539.00万元，同比扭亏为盈。 4、据2026年6月18日公告，公司实际控制人王振滔于6月15日及16日将其持有的3600万股股份解除质押后再次进行质押。	公司为定位中高端商务时尚的国内皮鞋龙头，一季度业绩扭亏为盈	2026-03-09\|9.64\|0.42\|9.61\|9.68\|9.17\|89786;2026-03-10\|9.94\|3.11\|9.67\|9.96\|9.55\|76602;2026-03-11\|9.81\|-1.31\|9.94\|10.01\|9.77\|66379;2026-03-12\|9.70\|-1.12\|9.79\|9.95\|9.62\|68133;2026-03-13\|9.19\|-5.26\|9.70\|9.72\|8.77\|181490;2026-03-16\|8.97\|-2.39\|8.91\|9.06\|8.77\|78364;2026-03-17\|8.79\|-2.01\|9.11\|9.11\|8.75\|64852;2026-03-18\|8.91\|1.37\|8.73\|9.01\|8.69\|73635;2026-03-19\|8.65\|-2.92\|8.79\|8.88\|8.56\|73780;2026-03-20\|8.54\|-1.27\|8.65\|8.69\|8.50\|61433;2026-03-23\|8.26\|-3.28\|8.48\|8.51\|8.12\|85019;2026-03-24\|8.89\|7.63\|8.47\|8.96\|8.30\|93998;2026-03-25\|9.35\|5.17\|8.88\|9.35\|8.84\|93351;2026-03-26\|9.42\|0.75\|9.27\|9.44\|9.15\|64663;2026-03-27\|8.97\|-4.78\|9.30\|9.30\|8.72\|127373;2026-03-30\|9.20\|2.56\|8.84\|9.20\|8.75\|79765;2026-03-31\|9.02\|-1.96\|9.17\|9.35\|8.92\|63157;2026-04-01\|9.06\|0.44\|9.09\|9.27\|9.00\|49255;2026-04-02\|8.95\|-1.21\|9.06\|9.06\|8.83\|43875;2026-04-03\|9.16\|2.35\|8.90\|9.16\|8.81\|64221;2026-04-07\|8.82\|-3.71\|9.20\|9.25\|8.74\|65173;2026-04-08\|9.29\|5.33\|8.85\|9.39\|8.85\|100324;2026-04-09\|9.11\|-1.94\|9.28\|9.29\|9.04\|56158;2026-04-10\|9.10\|-0.11\|9.11\|9.33\|9.08\|50755;2026-04-13\|9.10\|0.00\|8.99\|9.12\|8.94\|39843;2026-04-14\|9.12\|0.22\|9.13\|9.30\|9.07\|40658;2026-04-15\|9.48\|3.95\|9.18\|9.65\|9.08\|118346;2026-04-16\|9.28\|-2.11\|9.45\|9.70\|9.20\|89730;2026-04-17\|9.30\|0.22\|9.21\|9.40\|9.14\|67066;2026-04-20\|9.19\|-1.18\|9.31\|9.37\|9.14\|56764;2026-04-21\|9.25\|0.65\|9.17\|9.27\|8.78\|124562;2026-04-22\|8.84\|-4.43\|9.18\|9.18\|8.82\|118261;2026-04-23\|8.63\|-2.38\|8.84\|8.88\|8.63\|57317;2026-04-24\|8.62\|-0.12\|8.65\|8.72\|8.55\|61327;2026-04-27\|8.87\|2.90\|8.66\|8.91\|8.56\|127793;2026-04-28\|8.38\|-5.52\|8.89\|8.96\|8.36\|159416;2026-04-29\|8.48\|1.19\|8.38\|8.59\|8.33\|88742;2026-04-30\|8.23\|-2.95\|8.52\|8.52\|8.20\|136542;2026-05-06\|9.05\|9.96\|8.31\|9.05\|8.28\|168969;2026-05-07\|9.36\|3.43\|9.13\|9.57\|9.05\|267691;2026-05-08\|9.79\|4.59\|9.55\|9.84\|9.40\|171972;2026-05-11\|9.20\|-6.03\|9.62\|9.80\|9.17\|170404;2026-05-12\|9.17\|-0.33\|9.25\|9.33\|9.13\|111023;2026-05-13\|9.22\|0.55\|9.20\|9.26\|9.01\|94680;2026-05-14\|9.03\|-2.06\|9.22\|9.25\|9.03\|105884;2026-05-15\|8.90\|-1.44\|9.03\|9.10\|8.81\|104168;2026-05-18\|8.81\|-1.01\|8.84\|8.91\|8.68\|86674;2026-05-19\|9.04\|2.61\|8.81\|9.40\|8.81\|151510;2026-05-20\|9.15\|1.22\|8.99\|9.19\|8.90\|69861;2026-05-21\|8.81\|-3.72\|9.21\|9.22\|8.71\|96581;2026-05-22\|9.69\|9.99\|8.78\|9.69\|8.78\|198759;2026-05-25\|10.66\|10.01\|9.90\|10.66\|9.73\|433136;2026-05-26\|10.79\|1.22\|11.05\|11.73\|10.52\|546863;2026-05-27\|10.56\|-2.13\|10.60\|10.78\|10.17\|360789;2026-05-28\|10.27\|-2.75\|10.56\|10.61\|10.13\|207390;2026-05-29\|10.11\|-1.56\|10.30\|10.53\|9.97\|212614;2026-06-01\|9.94\|-1.68\|10.08\|11.12\|9.72\|315696;2026-06-02\|10.45\|5.13\|9.98\|10.50\|9.82\|256804;2026-06-03\|10.83\|3.64\|10.45\|10.95\|10.11\|243583;2026-06-04\|10.77\|-0.55\|10.95\|11.12\|10.58\|189092;2026-06-05\|10.60\|-1.58\|10.83\|10.99\|10.25\|195957;2026-06-08\|10.21\|-3.68\|10.31\|10.55\|9.96\|181745;2026-06-09\|10.33\|1.18\|10.49\|10.67\|10.23\|109560;2026-06-10\|10.64\|3.00\|10.33\|10.76\|10.11\|172233;2026-06-11\|9.58\|-9.96\|10.48\|10.57\|9.58\|223196;2026-06-12\|9.64\|0.63\|9.77\|9.98\|9.47\|197232;2026-06-15\|10.38\|7.68\|9.63\|10.38\|9.53\|161709;2026-06-16\|11.02\|6.17\|10.38\|11.17\|10.34\|210130;2026-06-17\|10.81\|-1.91\|10.90\|11.09\|10.67\|158577;2026-06-18\|11.89\|9.99\|10.88\|11.89\|10.83\|406653;2026-06-22\|12.72\|6.98\|11.98\|12.95\|11.98\|443656;2026-06-23\|12.85\|1.02\|12.70\|13.29\|12.50\|273351;2026-06-24\|14.14\|10.04\|13.20\|14.14\|13.19\|321703;2026-07-02\|12.73\|-9.97\|12.73\|12.73\|12.73\|5595;2026-07-03\|11.46\|-9.98\|11.46\|11.46\|11.46\|1552;2026-07-06\|10.31\|-10.03\|10.31\|10.31\|10.31\|28666;2026-07-07\|9.28\|-9.99\|9.28\|9.28\|9.28\|42800;2026-07-08\|8.38\|-9.70\|8.98\|9.20\|8.35\|722933;2026-07-09\|7.54\|-10.02\|7.80\|7.88\|7.54\|438680;2026-07-10\|7.24\|-3.98\|7.28\|7.58\|7.21\|473913;2026-07-13\|7.01\|-3.18\|7.25\|7.41\|6.96\|377880;2026-07-14\|7.15\|2.00\|6.99\|7.15\|6.75\|304643;2026-07-15\|6.99\|-2.24\|7.06\|7.20\|6.98\|233582;2026-07-16\|6.84\|-2.15\|6.87\|6.99\|6.81\|168112
111516		粮食深加工+黄原胶投产+制糖+参股券商 1、据公司2025年年报，公司的主营业务主要为生物发酵技术应用、粮食深加工及制糖业务，主要产品为谷朊粉、食用酒精、黄原胶以及食糖。目前，公司制糖业务以与其他糖企合作委托加工原糖形式为主，业务规模较小。 2、据2026年5月20日投资者关系活动记录表，在小麦加工方面，公司子公司裕维生物围绕小麦深加工持续开展技术研发和产业化探索，形成了小麦淀粉浆高值化梯次利用的相关技术路径。在玉米深加工方面，公司黄原胶业务以玉米淀粉为主要原料，将当地玉米从传统粮饲用途拓展至高附加值生物化工领域。 3、据公司2025年年报，报告期内，公司实现净利润5,902.02万元，去年同期为2,544.51万元，较上年同期大幅增加。主要原因：黄原胶投入生产增收；对联营企业金融街证券的投资收益较上年有所增加；公司对外出售了奶牛场资产及相关配套设施；协议收回了垫付征地补偿款。	国内甜菜制糖企业唯一的上市公司	2026-03-09\|13.43\|0.52\|13.35\|13.60\|12.90\|103286;2026-03-10\|13.43\|0.00\|13.43\|13.72\|13.19\|96423;2026-03-11\|13.31\|-0.89\|13.57\|13.57\|13.23\|67294;2026-03-12\|13.30\|-0.08\|13.35\|13.38\|13.14\|60292;2026-03-13\|12.95\|-2.63\|13.26\|13.37\|12.90\|58259;2026-03-16\|12.85\|-0.77\|12.91\|13.07\|12.83\|48008;2026-03-17\|12.37\|-3.74\|12.86\|12.96\|12.30\|74322;2026-03-18\|12.11\|-2.10\|12.32\|12.59\|12.02\|63299;2026-03-19\|12.30\|1.57\|12.10\|12.50\|11.98\|58117;2026-03-20\|11.98\|-2.60\|12.18\|12.29\|11.75\|56645;2026-03-23\|11.21\|-6.43\|11.87\|11.87\|11.21\|95947;2026-03-24\|10.89\|-2.85\|11.43\|11.49\|10.31\|167954;2026-03-25\|11.98\|10.01\|10.90\|11.98\|10.83\|112089;2026-03-26\|12.49\|4.26\|12.14\|12.86\|12.03\|183387;2026-03-27\|12.18\|-2.48\|12.54\|12.55\|12.09\|96777;2026-03-30\|12.56\|3.12\|12.29\|12.67\|12.18\|99386;2026-03-31\|12.11\|-3.58\|12.42\|12.72\|12.09\|62545;2026-04-01\|12.18\|0.58\|12.30\|12.38\|12.09\|40486;2026-04-02\|11.80\|-3.12\|12.11\|12.20\|11.70\|59691;2026-04-03\|11.63\|-1.44\|11.71\|11.96\|11.54\|58086;2026-04-07\|11.75\|1.03\|11.68\|11.86\|11.50\|39906;2026-04-08\|12.06\|2.64\|11.68\|12.06\|11.68\|38982;2026-04-09\|12.01\|-0.41\|11.98\|12.13\|11.89\|36749;2026-04-10\|12.02\|0.08\|12.34\|12.34\|12.01\|43867;2026-04-13\|11.83\|-1.58\|11.90\|11.98\|11.73\|43428;2026-04-14\|11.76\|-0.59\|11.82\|11.94\|11.60\|53372;2026-04-15\|12.00\|2.04\|11.76\|12.20\|11.70\|47662;2026-04-16\|12.30\|2.50\|11.99\|12.47\|11.95\|59888;2026-04-17\|12.67\|3.01\|12.28\|12.78\|12.18\|61794;2026-04-20\|12.74\|0.55\|13.00\|13.36\|12.53\|128002;2026-04-21\|12.76\|0.16\|12.73\|13.12\|12.61\|62733;2026-04-22\|12.86\|0.78\|12.80\|13.20\|12.75\|99921;2026-04-23\|13.25\|3.03\|12.86\|13.44\|12.76\|156644;2026-04-24\|12.89\|-2.72\|13.22\|13.22\|12.33\|138573;2026-04-27\|12.70\|-1.47\|12.90\|13.03\|12.51\|62547;2026-04-28\|12.87\|1.34\|12.70\|13.02\|12.38\|73095;2026-04-29\|13.10\|1.79\|12.76\|13.17\|12.60\|170158;2026-04-30\|12.70\|-3.05\|13.05\|13.05\|12.66\|144779;2026-05-06\|12.79\|0.71\|12.59\|12.83\|12.40\|86730;2026-05-07\|12.86\|0.55\|12.97\|13.08\|12.57\|82768;2026-05-08\|12.54\|-2.49\|12.86\|12.88\|12.52\|71282;2026-05-11\|12.09\|-3.59\|12.50\|12.50\|12.05\|97078;2026-05-12\|11.91\|-1.49\|12.09\|12.09\|11.79\|47175;2026-05-13\|12.07\|1.34\|11.91\|12.14\|11.70\|75935;2026-05-14\|11.60\|-3.89\|12.09\|12.09\|11.53\|73691;2026-05-15\|11.00\|-5.17\|11.58\|11.58\|10.87\|99284;2026-05-18\|10.93\|-0.64\|10.88\|10.99\|10.75\|59955;2026-05-19\|10.96\|0.27\|10.93\|11.09\|10.77\|36046;2026-05-20\|10.92\|-0.36\|11.02\|11.14\|10.86\|43745;2026-05-21\|10.66\|-2.38\|10.95\|11.00\|10.60\|64462;2026-05-22\|11.73\|10.04\|10.64\|11.73\|10.42\|117915;2026-05-25\|11.31\|-3.58\|11.67\|11.67\|11.16\|104541;2026-05-26\|11.21\|-0.88\|11.30\|11.32\|10.95\|84696;2026-05-27\|10.90\|-2.77\|11.31\|11.31\|10.85\|73750;2026-05-28\|10.95\|0.46\|10.94\|11.03\|10.79\|55774;2026-05-29\|10.68\|-2.47\|10.88\|10.94\|10.61\|44364;2026-06-01\|10.84\|1.50\|10.38\|10.90\|10.38\|32816;2026-06-02\|10.51\|-3.04\|10.83\|10.85\|10.43\|44568;2026-06-03\|10.24\|-2.57\|10.50\|10.50\|10.11\|67351;2026-06-04\|10.75\|4.98\|10.23\|11.03\|10.22\|95650;2026-06-05\|10.86\|1.02\|10.88\|11.25\|10.81\|66191;2026-06-08\|10.55\|-2.85\|10.49\|10.84\|10.48\|50818;2026-06-09\|10.45\|-0.95\|10.56\|10.71\|10.22\|43460;2026-06-10\|11.10\|6.42\|10.30\|11.10\|10.30\|69425;2026-06-11\|10.68\|-3.78\|10.98\|10.98\|10.56\|41489;2026-06-12\|10.96\|2.62\|10.72\|11.24\|10.66\|56913;2026-06-15\|11.02\|0.55\|10.94\|11.07\|10.88\|38853;2026-06-16\|11.16\|1.27\|11.02\|11.28\|10.88\|80058;2026-06-17\|11.33\|1.52\|11.10\|11.49\|11.04\|84825;2026-06-18\|11.60\|2.38\|11.30\|11.72\|11.03\|131585;2026-06-22\|11.27\|-2.84\|11.60\|12.14\|11.07\|87883;2026-06-23\|11.40\|1.15\|11.27\|11.59\|11.12\|82420;2026-06-24\|11.10\|-2.63\|11.40\|11.51\|10.91\|94688;2026-06-25\|10.03\|-9.64\|11.06\|11.18\|9.99\|197145;2026-06-26\|9.56\|-4.69\|10.29\|10.34\|9.20\|122236;2026-06-29\|9.32\|-2.51\|9.60\|9.77\|8.94\|166372;2026-06-30\|9.10\|-2.36\|9.32\|9.57\|9.01\|102604;2026-07-01\|9.23\|1.43\|9.00\|9.45\|8.91\|96191;2026-07-02\|9.11\|-1.30\|9.21\|9.35\|9.07\|41695;2026-07-03\|9.19\|0.88\|9.14\|9.44\|9.11\|55198;2026-07-06\|9.09\|-1.09\|9.18\|9.29\|8.98\|54790;2026-07-07\|8.93\|-1.76\|9.04\|9.04\|8.77\|54259;2026-07-08\|8.76\|-1.90\|8.85\|8.88\|8.63\|32415;2026-07-09\|8.77\|0.11\|8.68\|8.82\|8.49\|56430;2026-07-10\|8.85\|0.91\|8.77\|9.04\|8.62\|53796;2026-07-13\|8.74\|-1.24\|8.83\|8.90\|8.48\|37752;2026-07-14\|8.65\|-1.03\|8.72\|8.77\|8.06\|113955;2026-07-15\|8.69\|0.46\|8.68\|9.12\|8.66\|113148;2026-07-16\|8.65\|-0.46\|8.60\|8.73\|8.52\|49173
111515		铝板带箔+有色金属+特斯拉行业原因： 1、据上海证券报1月28日报道，现货黄金早盘首次突破5200美元/盎司，再创历史新高，年内累计涨幅超20%。美元指数跌穿四年新低，特朗普对美元贬值表态引发市场担忧。 2、金银等价格持续上涨，比价效应带动铜、铝、钨等工业金属加速上涨。公司原因： 1、据2025年8月19日半年报，公司“年产45万吨新能源汽车用高端铝板带箔智能化项目”投产后将新增15万吨高端铝板带箔及30万吨热轧坯料，缓解热轧瓶颈并提升成本优势。 2、据2025年7月29日公告，公司与客户签订2025-2029年合计不低于36万吨的供货合同，预计总金额超72亿元。 3、据2020年9月18日互动平台回复，公司下游客户主要为汽车行业一级零部件供应商，相当比例的客户是为奔驰、宝马、奥迪、特斯拉等高端车型配套的知名汽配供应商。	1、中国铝箔材十强企业；公司主要从事铝板带箔的研产销，产品主要分为铝热传输材料和新能源汽车用电池料，客户包括日本电装、比亚迪、奔驰、特斯拉等知名汽配供应商； 2、公司生产的是热泵部件中相关散热器组件所使用的的热传输材料	2026-03-09\|22.23\|-0.31\|22.18\|22.41\|21.60\|110910;2026-03-10\|22.30\|0.31\|22.19\|22.57\|22.00\|66655;2026-03-11\|22.39\|0.40\|22.59\|22.61\|22.23\|61886;2026-03-12\|22.54\|0.67\|22.39\|22.99\|22.20\|83472;2026-03-13\|21.60\|-4.17\|22.48\|22.82\|21.57\|95168;2026-03-16\|21.19\|-1.90\|21.54\|21.59\|20.56\|100620;2026-03-17\|20.89\|-1.42\|21.10\|21.31\|20.81\|50606;2026-03-18\|20.77\|-0.57\|20.87\|20.98\|20.58\|41420;2026-03-19\|20.00\|-3.71\|20.52\|20.63\|19.90\|66716;2026-03-20\|19.58\|-2.10\|19.85\|20.30\|19.50\|68764;2026-03-23\|18.78\|-4.09\|19.16\|19.53\|18.60\|77802;2026-03-24\|19.28\|2.66\|19.15\|19.28\|18.81\|77872;2026-03-25\|20.00\|3.73\|19.56\|20.28\|19.50\|108072;2026-03-26\|18.88\|-5.60\|19.80\|19.80\|18.72\|147786;2026-03-27\|18.72\|-0.85\|18.70\|18.85\|18.42\|122452;2026-03-30\|19.85\|6.04\|19.70\|19.95\|19.02\|243937;2026-03-31\|19.36\|-2.47\|19.69\|19.79\|19.05\|155368;2026-04-01\|19.67\|1.60\|19.67\|19.82\|19.31\|108564;2026-04-02\|19.06\|-3.10\|19.75\|19.84\|18.95\|84611;2026-04-03\|18.66\|-2.10\|18.90\|19.12\|18.50\|58255;2026-04-07\|19.20\|2.89\|18.60\|19.70\|18.56\|81008;2026-04-08\|20.19\|5.16\|19.66\|20.21\|19.55\|131109;2026-04-09\|20.31\|0.59\|20.11\|20.66\|19.88\|153795;2026-04-10\|19.88\|-2.12\|20.38\|20.42\|19.81\|101927;2026-04-13\|19.86\|-0.10\|19.81\|19.90\|19.45\|67906;2026-04-14\|20.14\|1.41\|20.00\|20.50\|19.96\|67054;2026-04-15\|19.82\|-1.59\|20.27\|20.39\|19.75\|59421;2026-04-16\|20.05\|1.16\|19.86\|20.68\|19.86\|92603;2026-04-17\|20.91\|4.29\|20.05\|20.93\|19.91\|124870;2026-04-20\|20.28\|-3.01\|20.73\|20.85\|20.15\|108081;2026-04-21\|19.99\|-1.43\|20.22\|20.22\|19.86\|60231;2026-04-22\|20.05\|0.30\|19.89\|20.36\|19.69\|92659;2026-04-23\|19.40\|-3.24\|20.05\|20.05\|19.31\|87633;2026-04-24\|19.52\|0.62\|19.39\|19.84\|19.26\|55366;2026-04-27\|19.62\|0.51\|19.43\|19.93\|19.11\|53957;2026-04-28\|18.50\|-5.71\|19.36\|19.39\|18.49\|114300;2026-04-29\|18.80\|1.62\|18.49\|18.95\|18.44\|53796;2026-04-30\|18.52\|-1.49\|18.66\|18.79\|18.21\|66471;2026-05-06\|18.50\|-0.11\|18.52\|18.75\|18.39\|96676;2026-05-07\|19.09\|3.19\|18.58\|19.31\|18.52\|104799;2026-05-08\|18.99\|-0.52\|19.01\|19.09\|18.71\|103420;2026-05-11\|18.80\|-1.00\|19.00\|19.10\|18.73\|86928;2026-05-12\|18.84\|0.21\|18.85\|19.05\|18.61\|58048;2026-05-13\|18.88\|0.21\|18.85\|19.18\|18.70\|60237;2026-05-14\|18.29\|-3.12\|18.87\|18.88\|18.22\|84144;2026-05-15\|17.89\|-2.19\|18.21\|18.31\|17.77\|72593;2026-05-18\|17.85\|-0.22\|17.73\|17.87\|17.40\|79740;2026-05-19\|18.47\|3.47\|18.01\|18.78\|17.65\|97662;2026-05-20\|19.21\|4.01\|18.56\|19.86\|18.52\|172366;2026-05-21\|18.39\|-4.27\|18.88\|19.34\|18.25\|122650;2026-05-22\|20.07\|9.14\|18.40\|20.23\|18.40\|258130;2026-05-25\|19.50\|-2.84\|20.50\|20.78\|19.50\|168180;2026-05-26\|19.65\|0.77\|19.64\|19.99\|19.27\|193162;2026-05-27\|18.48\|-5.95\|19.46\|19.58\|18.42\|173843;2026-05-28\|18.70\|1.19\|18.28\|18.76\|17.64\|146955;2026-05-29\|20.57\|10.00\|18.61\|20.57\|18.53\|317678;2026-06-01\|20.26\|-1.51\|20.26\|21.15\|20.26\|278306;2026-06-02\|20.39\|0.64\|20.40\|20.68\|20.10\|184280;2026-06-03\|21.17\|3.83\|20.61\|21.19\|20.40\|315888;2026-06-04\|21.40\|1.09\|20.92\|21.52\|20.17\|251713;2026-06-05\|20.50\|-4.21\|21.10\|21.18\|20.48\|181067;2026-06-08\|19.05\|-5.69\|19.23\|19.66\|18.73\|126487;2026-06-09\|18.13\|-4.83\|19.05\|19.05\|18.00\|163189;2026-06-10\|17.65\|-2.65\|17.98\|18.00\|17.24\|129916;2026-06-11\|16.82\|-4.70\|17.48\|17.78\|16.79\|132995;2026-06-12\|17.40\|3.45\|16.90\|17.40\|16.36\|151764;2026-06-15\|17.84\|2.53\|17.23\|18.00\|17.04\|177362;2026-06-16\|16.98\|-4.82\|17.63\|17.63\|16.90\|145801;2026-06-17\|16.41\|-3.36\|16.90\|17.19\|16.39\|122492;2026-06-18\|16.05\|-2.19\|16.30\|16.56\|15.82\|133086;2026-06-22\|15.91\|-0.87\|16.04\|16.15\|15.30\|188131;2026-06-23\|15.28\|-3.96\|15.79\|15.88\|15.18\|153620;2026-06-24\|15.01\|-1.77\|15.27\|15.31\|14.91\|92583;2026-06-25\|14.61\|-2.66\|14.79\|15.02\|14.50\|124395;2026-06-26\|14.13\|-3.29\|14.73\|14.84\|14.02\|106530;2026-06-29\|14.47\|2.41\|14.13\|14.72\|13.68\|132451;2026-06-30\|14.10\|-2.56\|14.25\|14.35\|13.98\|69745;2026-07-01\|14.02\|-0.57\|14.09\|14.28\|13.81\|85529;2026-07-02\|13.82\|-1.43\|14.06\|14.27\|13.79\|111961;2026-07-03\|14.22\|2.89\|13.93\|14.33\|13.93\|113040;2026-07-06\|14.86\|4.50\|14.23\|14.88\|14.08\|139727;2026-07-07\|14.93\|0.47\|14.60\|15.10\|14.35\|182506;2026-07-08\|14.31\|-4.15\|14.80\|14.94\|14.27\|100433;2026-07-09\|13.80\|-3.56\|14.21\|14.30\|13.61\|114453;2026-07-10\|14.44\|4.64\|13.80\|14.74\|13.68\|157993;2026-07-13\|14.35\|-0.62\|14.29\|14.40\|14.05\|85651;2026-07-14\|14.66\|2.16\|14.24\|14.86\|14.17\|105650;2026-07-15\|14.46\|-1.36\|14.64\|14.70\|14.30\|81432;2026-07-16\|14.05\|-2.84\|14.38\|14.54\|13.98\|94775
111514		铅锌铜+铟+稀有金属+广东国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年4月22日年报及2026年5月27日机构调研，公司主要从事铜、铅、锌等有色金属的采、选、冶，并综合回收金、银、镓、锗、铟等稀有稀散稀贵金属，是国内铅锌行业龙头企业，直接掌控的已探明铜铅锌等有色金属资源总量超千万吨。 2、据2026年4月22日年报及2026年5月27日机构调研，公司锚定新“一体两翼”战略，将金、银、镓、锗、铟等稀有稀散稀贵金属的高效回收与高纯化制备作为重点发展方向，并壮大高端新材料产业集群。 3、据2026年4月22日年报及公开信息，公司控股股东为广东省广晟控股集团有限公司，实际控制人为广东省人民政府国有资产监督管理委员会。	跨国铅锌龙头；全资子公司加拿大全球星矿业主营铜金银矿等勘探、开采、加工、销售，保有金金属资源量90吨	2026-03-09\|7.40\|-1.99\|7.34\|7.45\|7.12\|1593470;2026-03-10\|7.44\|0.54\|7.53\|7.57\|7.37\|1011767;2026-03-11\|7.35\|-1.21\|7.47\|7.51\|7.33\|1008979;2026-03-12\|7.31\|-0.54\|7.29\|7.43\|7.22\|1128103;2026-03-13\|7.18\|-1.78\|7.23\|7.57\|7.16\|1579809;2026-03-16\|6.91\|-3.76\|7.12\|7.15\|6.77\|1656816;2026-03-17\|6.71\|-2.89\|6.94\|6.97\|6.71\|1137607;2026-03-18\|6.65\|-0.89\|6.75\|6.76\|6.55\|1000448;2026-03-19\|6.27\|-5.71\|6.45\|6.50\|6.21\|1545792;2026-03-20\|6.16\|-1.75\|6.35\|6.37\|6.16\|1173856;2026-03-23\|5.78\|-6.17\|6.00\|6.10\|5.71\|1640639;2026-03-24\|6.08\|5.19\|5.92\|6.09\|5.78\|1480015;2026-03-25\|6.13\|0.82\|6.20\|6.26\|6.09\|1426136;2026-03-26\|6.06\|-1.14\|6.09\|6.17\|6.00\|931520;2026-03-27\|6.14\|1.32\|5.94\|6.19\|5.91\|922413;2026-03-30\|6.23\|1.47\|6.12\|6.24\|6.06\|959615;2026-03-31\|6.12\|-1.77\|6.23\|6.29\|6.11\|863382;2026-04-01\|6.23\|1.80\|6.28\|6.31\|6.16\|767466;2026-04-02\|6.09\|-2.25\|6.21\|6.22\|6.03\|676939;2026-04-03\|5.99\|-1.64\|6.10\|6.12\|5.96\|574224;2026-04-07\|6.07\|1.34\|5.98\|6.10\|5.98\|543444;2026-04-08\|6.44\|6.10\|6.26\|6.44\|6.25\|1292917;2026-04-09\|6.30\|-2.17\|6.32\|6.38\|6.25\|702203;2026-04-10\|6.28\|-0.32\|6.35\|6.44\|6.27\|811670;2026-04-13\|6.35\|1.11\|6.24\|6.37\|6.20\|657475;2026-04-14\|6.43\|1.26\|6.43\|6.48\|6.34\|793838;2026-04-15\|6.38\|-0.78\|6.49\|6.58\|6.37\|910436;2026-04-16\|6.55\|2.66\|6.39\|6.56\|6.39\|961134;2026-04-17\|6.75\|3.05\|6.62\|6.81\|6.60\|1360097;2026-04-20\|6.87\|1.78\|6.78\|6.97\|6.78\|1313730;2026-04-21\|6.79\|-1.16\|6.85\|6.85\|6.73\|756500;2026-04-22\|6.81\|0.29\|6.51\|6.85\|6.48\|1618494;2026-04-23\|6.49\|-4.70\|6.84\|6.84\|6.44\|1453876;2026-04-24\|6.49\|0.00\|6.44\|6.56\|6.35\|905486;2026-04-27\|6.58\|1.39\|6.57\|6.72\|6.52\|949545;2026-04-28\|6.39\|-2.89\|6.55\|6.56\|6.35\|847427;2026-04-29\|6.65\|4.07\|6.35\|6.69\|6.31\|1158165;2026-04-30\|6.75\|1.50\|6.68\|6.88\|6.67\|1534571;2026-05-06\|7.43\|10.07\|6.78\|7.43\|6.75\|2704200;2026-05-07\|8.08\|8.75\|7.71\|8.17\|7.59\|7235814;2026-05-08\|7.95\|-1.61\|7.81\|8.23\|7.77\|4315316;2026-05-11\|8.50\|6.92\|8.17\|8.75\|8.17\|6175870;2026-05-12\|7.76\|-8.71\|8.20\|8.28\|7.65\|6186792;2026-05-13\|7.76\|0.00\|7.68\|7.87\|7.65\|3263001;2026-05-14\|7.90\|1.80\|7.98\|8.35\|7.90\|3827442;2026-05-15\|7.40\|-6.33\|7.86\|7.91\|7.32\|3036213;2026-05-18\|7.35\|-0.68\|7.25\|7.47\|7.11\|1608852;2026-05-19\|7.30\|-0.68\|7.34\|7.34\|7.00\|1862014;2026-05-20\|7.25\|-0.68\|7.19\|7.35\|7.12\|1397240;2026-05-21\|6.88\|-5.10\|7.35\|7.50\|6.85\|2008286;2026-05-22\|7.57\|10.03\|6.99\|7.57\|6.87\|1784372;2026-05-25\|7.70\|1.72\|7.76\|7.99\|7.54\|3465222;2026-05-26\|7.90\|2.60\|7.69\|8.02\|7.43\|3347421;2026-05-27\|7.55\|-4.43\|7.80\|7.89\|7.48\|2226804;2026-05-28\|7.78\|3.05\|7.53\|7.88\|7.34\|2452256;2026-05-29\|7.71\|-0.90\|8.12\|8.27\|7.64\|3649204;2026-06-01\|7.68\|-0.39\|7.71\|8.01\|7.66\|2316878;2026-06-02\|7.84\|2.08\|7.74\|7.93\|7.54\|2294167;2026-06-03\|8.17\|4.21\|7.78\|8.44\|7.72\|4121981;2026-06-04\|7.80\|-4.53\|8.04\|8.05\|7.77\|2812784;2026-06-05\|7.45\|-4.49\|7.70\|7.75\|7.38\|2718313;2026-06-08\|6.95\|-6.71\|7.06\|7.37\|6.88\|2507789;2026-06-09\|7.16\|3.02\|7.10\|7.25\|6.98\|1903886;2026-06-10\|6.95\|-2.93\|7.03\|7.15\|6.85\|1846361;2026-06-11\|7.17\|3.17\|6.93\|7.35\|6.91\|2316934;2026-06-12\|7.56\|5.44\|7.34\|7.82\|7.25\|3382302;2026-06-15\|7.92\|4.76\|7.80\|7.94\|7.69\|3246671;2026-06-16\|8.02\|1.26\|7.92\|8.15\|7.82\|2670615;2026-06-17\|7.97\|-0.62\|8.00\|8.22\|7.91\|2344046;2026-06-18\|8.01\|0.50\|8.04\|8.28\|7.85\|2504299;2026-06-22\|8.81\|9.99\|8.19\|8.81\|8.09\|4448663;2026-06-23\|7.93\|-9.99\|8.87\|8.91\|7.93\|4617544;2026-06-24\|8.17\|3.03\|7.89\|8.23\|7.67\|3515559;2026-06-25\|7.96\|-2.57\|8.09\|8.46\|7.88\|2981901;2026-06-26\|7.68\|-3.52\|7.96\|8.29\|7.59\|3091166;2026-06-29\|7.82\|1.82\|7.71\|8.07\|7.66\|2636690;2026-06-30\|7.57\|-3.20\|7.68\|7.69\|7.43\|2195536;2026-07-01\|7.65\|1.06\|7.50\|7.84\|7.43\|1812000;2026-07-02\|7.41\|-3.14\|7.62\|7.76\|7.32\|2087074;2026-07-03\|7.23\|-2.43\|7.54\|7.58\|7.22\|2008341;2026-07-06\|7.38\|2.07\|7.51\|7.95\|7.31\|4032932;2026-07-07\|6.87\|-6.91\|7.16\|7.21\|6.85\|2701512;2026-07-08\|6.59\|-4.08\|6.83\|6.88\|6.59\|1458175;2026-07-09\|6.49\|-0.76\|6.54\|6.59\|6.19\|1748243;2026-07-10\|6.49\|0.00\|6.51\|6.67\|6.46\|1327694;2026-07-13\|6.11\|-5.86\|6.41\|6.41\|6.10\|1255225;2026-07-14\|6.45\|5.56\|6.11\|6.45\|6.07\|1285916;2026-07-15\|6.26\|-2.95\|6.45\|6.46\|6.24\|1006220;2026-07-16\|6.24\|-0.32\|6.19\|6.34\|6.16\|808748
111513		石英砂+氯碱化工+锡钨钽行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月15日异动公告及2026年5月18日机构调研，公司子公司广西有色栗木矿业投资实施的60万吨/年采矿改造工程、150万吨/年选矿项目及钽铌钨、锡资源冶炼综合利用技改项目一期工程正按计划推进建设，尚未达产达效。 2、据2026年5月18日机构调研，公司石英砂项目正根据客户需求持续进行工艺改进、调试与认证，截至目前尚未形成业绩。 3、据2026年4月25日年报，公司深耕氯碱行业五十余载，目前主营业务仍为氯碱化工，主导产品为聚氯乙烯树脂PVC和碱产品，“金路”牌聚氯乙烯树脂被确定为大商所PVC期货指定交割品牌。 4、据2026年6月2日公告，公司第一大股东、实际控制人、董事长刘江东基于自身资金需求已得到解决，决定提前终止减持计划。	1、子公司栗木矿业已获“开工令”，60万吨/年采矿改造、150万吨/年选矿及钽铌钨、锡资源冶炼综合利用技改一期项目全面启动，建成后有望形成新利润增长点； 2、公司半导体新材料项目为建立一套半导体新材料-4N8高纯石英砂生产线	2026-03-09\|19.24\|-4.61\|19.63\|19.79\|18.20\|560998;2026-03-10\|18.99\|-1.30\|19.66\|19.86\|18.81\|491327;2026-03-11\|18.84\|-0.79\|19.19\|20.22\|18.84\|533382;2026-03-12\|18.28\|-2.97\|18.84\|18.96\|18.03\|452733;2026-03-13\|16.83\|-7.93\|18.00\|18.19\|16.66\|684847;2026-03-16\|16.76\|-0.42\|16.88\|17.19\|16.00\|489160;2026-03-17\|16.65\|-0.66\|16.88\|17.52\|16.64\|454699;2026-03-18\|16.64\|-0.06\|16.68\|16.87\|16.10\|340034;2026-03-19\|14.98\|-9.98\|16.00\|16.27\|14.98\|566906;2026-03-20\|15.26\|1.87\|15.34\|15.91\|15.15\|612644;2026-03-23\|14.00\|-8.26\|14.44\|14.90\|13.78\|781708;2026-03-24\|14.73\|5.21\|14.50\|14.81\|13.87\|557765;2026-03-25\|14.80\|0.48\|15.40\|15.69\|14.72\|598411;2026-03-26\|13.99\|-5.47\|14.81\|14.90\|13.90\|513617;2026-03-27\|14.86\|6.22\|13.92\|15.20\|13.89\|587969;2026-03-30\|15.15\|1.95\|14.70\|15.38\|14.38\|569786;2026-03-31\|14.75\|-2.64\|15.27\|15.56\|14.70\|364119;2026-04-01\|15.02\|1.83\|15.25\|15.68\|14.88\|424400;2026-04-02\|14.12\|-5.99\|14.71\|14.87\|13.90\|428685;2026-04-03\|13.99\|-0.92\|14.37\|14.43\|13.78\|322009;2026-04-07\|14.36\|2.64\|14.07\|14.60\|14.07\|331490;2026-04-08\|15.62\|8.77\|15.00\|15.73\|14.87\|642659;2026-04-09\|15.36\|-1.66\|15.32\|15.85\|14.85\|446689;2026-04-10\|14.66\|-4.56\|15.36\|15.75\|14.62\|493717;2026-04-13\|14.51\|-1.02\|14.31\|14.74\|14.31\|351480;2026-04-14\|14.92\|2.83\|14.80\|15.10\|14.55\|371860;2026-04-15\|14.38\|-3.62\|15.79\|15.81\|14.35\|575837;2026-04-16\|15.15\|5.35\|14.38\|15.20\|13.90\|601985;2026-04-17\|15.03\|-0.79\|15.00\|15.23\|14.70\|402750;2026-04-20\|15.10\|0.47\|14.87\|15.44\|14.55\|447212;2026-04-21\|14.90\|-1.32\|15.03\|15.35\|14.43\|436690;2026-04-22\|14.75\|-1.01\|14.79\|15.09\|14.56\|376607;2026-04-23\|13.62\|-7.66\|14.68\|14.79\|13.35\|750924;2026-04-24\|13.75\|0.95\|13.42\|13.90\|13.18\|461747;2026-04-27\|13.08\|-4.87\|13.68\|13.86\|12.89\|453879;2026-04-28\|13.20\|0.92\|13.01\|13.34\|12.71\|442400;2026-04-29\|13.94\|5.61\|13.07\|14.23\|13.00\|454920;2026-04-30\|14.14\|1.43\|13.94\|14.28\|13.80\|307916;2026-05-06\|15.45\|9.26\|14.11\|15.52\|13.99\|615585;2026-05-07\|16.63\|7.64\|16.35\|16.77\|15.74\|816149;2026-05-08\|16.44\|-1.14\|16.41\|17.00\|16.09\|524330;2026-05-11\|16.71\|1.64\|16.46\|17.10\|16.02\|568098;2026-05-12\|16.65\|-0.36\|17.21\|17.44\|16.51\|425385;2026-05-13\|16.61\|-0.24\|16.85\|17.15\|16.31\|408926;2026-05-14\|14.95\|-9.99\|16.77\|17.12\|14.95\|758523;2026-05-15\|14.03\|-6.15\|14.75\|14.90\|13.85\|608528;2026-05-18\|13.82\|-1.50\|13.88\|14.19\|13.37\|370976;2026-05-19\|13.73\|-0.65\|13.82\|13.98\|13.17\|396563;2026-05-20\|13.40\|-2.40\|13.60\|13.74\|13.20\|361040;2026-05-21\|13.58\|1.34\|13.75\|14.56\|13.56\|566582;2026-05-22\|14.94\|10.01\|13.90\|14.94\|13.60\|323628;2026-05-25\|16.43\|9.97\|15.62\|16.43\|15.60\|1149298;2026-05-26\|18.07\|9.98\|16.55\|18.07\|16.19\|823586;2026-05-27\|18.00\|-0.39\|18.59\|19.32\|17.90\|1171087;2026-05-28\|17.75\|-1.39\|17.92\|18.21\|17.20\|720615;2026-05-29\|16.65\|-6.20\|17.82\|17.98\|16.39\|596796;2026-06-01\|18.32\|10.03\|16.70\|18.32\|16.69\|283743;2026-06-02\|19.58\|6.88\|18.40\|19.75\|17.62\|1132674;2026-06-03\|19.18\|-2.04\|19.56\|20.08\|18.81\|719170;2026-06-04\|19.23\|0.26\|18.87\|19.73\|18.42\|503578;2026-06-05\|18.50\|-3.80\|18.65\|19.14\|18.17\|416173;2026-06-08\|16.78\|-9.30\|17.30\|17.65\|16.65\|520703;2026-06-09\|16.80\|0.12\|17.28\|17.29\|16.02\|534877;2026-06-10\|16.01\|-4.70\|16.42\|17.05\|15.62\|434734;2026-06-11\|17.61\|9.99\|15.93\|17.61\|15.68\|340417;2026-06-12\|19.37\|9.99\|18.21\|19.37\|18.21\|727202;2026-06-15\|21.31\|10.02\|21.30\|21.31\|21.27\|164743;2026-06-16\|22.95\|7.70\|22.00\|23.28\|21.35\|1232268;2026-06-17\|22.02\|-4.05\|22.71\|22.94\|21.48\|857102;2026-06-18\|22.10\|0.36\|21.93\|22.38\|21.46\|549231;2026-06-22\|24.31\|10.00\|21.70\|24.31\|21.50\|268281;2026-06-23\|24.10\|-0.86\|24.89\|25.91\|23.65\|1005458;2026-06-24\|24.53\|1.78\|23.67\|24.96\|23.40\|663168;2026-06-25\|26.00\|5.99\|24.29\|26.50\|23.41\|689430;2026-06-26\|25.33\|-2.58\|25.94\|26.60\|24.10\|499200;2026-06-29\|26.30\|3.83\|25.16\|27.85\|24.75\|708339;2026-06-30\|24.84\|-5.55\|25.36\|25.58\|23.80\|719610;2026-07-01\|24.76\|-0.32\|24.56\|27.32\|24.39\|967181;2026-07-02\|22.89\|-7.55\|24.48\|25.00\|22.65\|737873;2026-07-03\|22.03\|-3.76\|23.50\|23.60\|21.75\|546212;2026-07-06\|20.71\|-5.99\|21.79\|22.69\|20.40\|531299;2026-07-07\|19.68\|-4.97\|20.63\|21.44\|19.50\|425013;2026-07-08\|19.43\|-1.27\|19.71\|20.82\|18.84\|545207;2026-07-09\|19.48\|0.26\|19.37\|20.08\|18.45\|479980;2026-07-10\|18.90\|-2.98\|19.52\|20.15\|18.76\|440375;2026-07-13\|17.01\|-10.00\|18.80\|18.93\|17.01\|472797;2026-07-14\|17.76\|4.41\|16.89\|17.84\|16.28\|543241;2026-07-15\|18.29\|2.98\|18.11\|19.38\|17.63\|642385;2026-07-16\|17.09\|-6.56\|17.81\|18.27\|16.82\|463746
111512		PCB铜箔+全产业链铜+ECSA分红+安徽国资行业原因： 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5月8日投资者关系管理信息，控股子公司铜冠铜箔高端产品年产量超2.46万吨，同比大幅增长186%，HVLP等高端铜箔实现首次出口，该业务板块已扭亏为盈。 2、据2025年年度报告，公司是集铜采选、冶炼、加工、贸易为一体的大型全产业链铜生产企业，主要产品涵盖阴极铜、硫酸、黄金、白银、铜箔及铜板带等。公司最终控制人为安徽省人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年5月29日互动易，境外子公司ECSA已向中铁建铜冠实施现金分红，中铁建铜冠向公司派发现金分红人民币20.42亿元，2026年具体分红情况请关注后续公告。	公司是大型全产业链铜生产企业，黄金主要是在铜冶炼过程中作为伴生产品产出；一季度净利润同比增长19.12%	2026-03-09\|7.28\|-2.54\|7.25\|7.33\|7.10\|3532261;2026-03-10\|7.32\|0.55\|7.40\|7.43\|7.28\|2446664;2026-03-11\|7.22\|-1.37\|7.37\|7.39\|7.17\|2771084;2026-03-12\|7.15\|-0.97\|7.16\|7.28\|7.10\|2571227;2026-03-13\|6.95\|-2.80\|7.10\|7.20\|6.93\|3523446;2026-03-16\|6.65\|-4.32\|6.84\|6.86\|6.46\|4869391;2026-03-17\|6.59\|-0.90\|6.68\|6.78\|6.58\|2666086;2026-03-18\|6.50\|-1.37\|6.56\|6.62\|6.41\|2870400;2026-03-19\|6.08\|-6.46\|6.25\|6.34\|6.03\|4291927;2026-03-20\|5.96\|-1.97\|6.17\|6.19\|5.94\|3152897;2026-03-23\|5.59\|-6.21\|5.81\|5.89\|5.54\|4559001;2026-03-24\|5.81\|3.94\|5.77\|5.81\|5.59\|4103965;2026-03-25\|5.91\|1.72\|5.95\|6.03\|5.88\|3943393;2026-03-26\|5.78\|-2.20\|5.90\|5.95\|5.74\|2534665;2026-03-27\|5.86\|1.38\|5.69\|5.90\|5.67\|2276542;2026-03-30\|5.92\|1.02\|5.82\|5.92\|5.78\|2287439;2026-03-31\|5.81\|-1.86\|5.94\|6.03\|5.81\|2558582;2026-04-01\|5.98\|2.93\|6.01\|6.07\|5.89\|2575984;2026-04-02\|5.83\|-2.51\|5.97\|5.97\|5.78\|1923073;2026-04-03\|5.75\|-1.37\|5.85\|5.87\|5.73\|1204138;2026-04-07\|5.82\|1.22\|5.76\|5.85\|5.72\|1433338;2026-04-08\|6.19\|6.36\|6.03\|6.20\|6.01\|3718742;2026-04-09\|6.10\|-1.45\|6.09\|6.16\|6.05\|2391245;2026-04-10\|6.09\|-0.16\|6.16\|6.20\|6.08\|2142748;2026-04-13\|6.23\|2.30\|6.06\|6.25\|6.05\|2590448;2026-04-14\|6.34\|1.77\|6.40\|6.45\|6.26\|2833100;2026-04-15\|6.27\|-1.10\|6.48\|6.54\|6.22\|3215993;2026-04-16\|6.32\|0.80\|6.25\|6.33\|6.22\|2089313;2026-04-17\|6.43\|1.74\|6.31\|6.52\|6.31\|3003686;2026-04-20\|6.52\|1.40\|6.45\|6.64\|6.45\|3261970;2026-04-21\|6.45\|-1.07\|6.47\|6.49\|6.32\|2170028;2026-04-22\|6.53\|1.24\|6.40\|6.54\|6.37\|2209756;2026-04-23\|6.30\|-3.52\|6.60\|6.67\|6.27\|3030319;2026-04-24\|6.29\|-0.16\|6.23\|6.34\|6.15\|2137061;2026-04-27\|6.29\|0.00\|6.26\|6.36\|6.24\|1683474;2026-04-28\|6.24\|-0.79\|6.25\|6.28\|6.10\|2058528;2026-04-29\|6.33\|1.44\|5.97\|6.35\|5.94\|2921875;2026-04-30\|6.15\|-2.84\|6.29\|6.33\|6.10\|2639645;2026-05-06\|6.50\|5.69\|6.20\|6.51\|6.15\|4296946;2026-05-07\|6.55\|0.77\|6.59\|6.67\|6.45\|3469375;2026-05-08\|6.67\|1.83\|6.49\|6.72\|6.46\|3803654;2026-05-11\|6.88\|3.15\|6.67\|6.95\|6.67\|4911185;2026-05-12\|6.89\|0.15\|7.00\|7.07\|6.82\|4226099;2026-05-13\|6.98\|1.31\|7.03\|7.20\|6.93\|3935042;2026-05-14\|6.69\|-4.15\|6.91\|7.00\|6.69\|3638247;2026-05-15\|6.22\|-7.03\|6.64\|6.64\|6.20\|4346349;2026-05-18\|6.08\|-2.25\|6.05\|6.11\|5.96\|2854703;2026-05-19\|6.02\|-0.99\|6.08\|6.09\|5.91\|2405440;2026-05-20\|5.92\|-1.66\|5.95\|5.98\|5.77\|2521720;2026-05-21\|5.78\|-2.36\|6.03\|6.11\|5.77\|2709766;2026-05-22\|6.36\|10.03\|5.81\|6.36\|5.75\|4910185;2026-05-25\|6.74\|5.97\|6.50\|6.85\|6.45\|6869013;2026-05-26\|6.83\|1.34\|6.70\|6.88\|6.50\|5106067;2026-05-27\|6.46\|-5.42\|6.77\|6.83\|6.43\|3551125;2026-05-28\|6.75\|4.49\|6.44\|6.84\|6.29\|5117202;2026-05-29\|6.90\|2.22\|6.86\|7.23\|6.85\|7484839;2026-06-01\|6.82\|-1.16\|6.90\|7.05\|6.80\|4149544;2026-06-02\|7.08\|3.81\|7.01\|7.15\|6.86\|5482674;2026-06-03\|7.07\|-0.14\|6.95\|7.30\|6.91\|6519553;2026-06-04\|6.69\|-5.37\|6.85\|6.87\|6.66\|4810775;2026-06-05\|6.49\|-2.99\|6.65\|6.81\|6.45\|3388795;2026-06-08\|5.93\|-7.92\|6.04\|6.23\|5.90\|4411175;2026-06-09\|6.25\|5.40\|6.13\|6.33\|6.01\|4441406;2026-06-10\|6.35\|1.60\|6.12\|6.43\|6.06\|4427973;2026-06-11\|6.45\|1.57\|6.38\|6.63\|6.29\|4041024;2026-06-12\|7.10\|10.08\|6.60\|7.10\|6.55\|6289787;2026-06-15\|7.66\|7.89\|7.30\|7.71\|7.27\|12467210;2026-06-16\|7.57\|-1.17\|7.56\|7.68\|7.38\|8239902;2026-06-17\|7.56\|-0.13\|7.56\|7.70\|7.33\|5992500;2026-06-18\|7.65\|1.19\|7.39\|8.02\|7.38\|8560395;2026-06-22\|7.93\|3.66\|7.75\|7.94\|7.42\|8390157;2026-06-23\|7.14\|-9.96\|7.86\|7.86\|7.14\|6956245;2026-06-24\|6.94\|-2.80\|6.88\|6.99\|6.60\|8128319;2026-06-25\|6.68\|-3.75\|6.74\|6.87\|6.63\|4891447;2026-06-26\|6.22\|-6.89\|6.76\|6.79\|6.19\|5297523;2026-06-29\|6.37\|2.41\|6.24\|6.41\|6.22\|4074871;2026-06-30\|6.36\|-0.16\|6.25\|6.42\|6.15\|3370825;2026-07-01\|6.29\|-1.10\|6.32\|6.48\|6.20\|3630308;2026-07-02\|6.21\|-1.27\|6.32\|6.44\|6.15\|4520819;2026-07-03\|6.47\|4.19\|6.32\|6.59\|6.29\|4911445;2026-07-06\|6.30\|-2.63\|6.47\|6.68\|6.28\|3884741;2026-07-07\|6.08\|-3.49\|6.20\|6.24\|6.04\|2755132;2026-07-08\|6.04\|-0.66\|6.02\|6.15\|5.98\|2015072;2026-07-09\|6.02\|-0.33\|6.00\|6.08\|5.72\|3459696;2026-07-10\|6.10\|1.33\|6.08\|6.29\|6.01\|2970223;2026-07-13\|5.86\|-3.93\|5.98\|5.99\|5.85\|2146662;2026-07-14\|6.19\|5.63\|5.89\|6.24\|5.87\|3395168;2026-07-15\|6.06\|-2.10\|6.19\|6.22\|6.03\|2421443;2026-07-16\|6.05\|-0.17\|5.98\|6.14\|5.96\|1958607
111511		铟+锗价上涨+钼资源+央企行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月16日互动易，呼伦贝尔驰宏100吨/年铟锭和高纯铟生产项目正在开展前期工作，项目将分两期进行建设，其中一期为40吨/年产能建设，预计于2026年底前建成；二期60吨/年产能项目将根据市场情况择机推进。 2、据2026年6月16日互动易，锗价自2026年1月的13600元/千克上涨至5月的22500元/千克，公司锗产品销售价格会随市场价格波动而同步调整；公司2026年一季度锗金属产量15.73吨。 3、据2025年年报，公司控股的岔路口钼铅锌矿为世界特大型斑岩型单体钼矿山，保有钼金属量246.7万吨，公司正积极推进该矿采矿证办理。 4、据2025年年报，公司最终控制人为国务院国有资产监督管理委员会，控股股东为中国铜业有限公司。	公司为中铝集团旗下，主要从事锌、铅、锗业务	2026-03-09\|9.69\|-1.42\|9.63\|9.74\|9.28\|1292847;2026-03-10\|9.83\|1.44\|9.85\|9.92\|9.70\|962883;2026-03-11\|9.97\|1.42\|9.84\|10.20\|9.84\|1486379;2026-03-12\|9.98\|0.10\|9.90\|10.15\|9.80\|1164059;2026-03-13\|9.88\|-1.00\|9.85\|10.23\|9.82\|1445135;2026-03-16\|9.38\|-5.06\|9.75\|9.78\|9.17\|1788383;2026-03-17\|9.06\|-3.41\|9.40\|9.48\|9.04\|997017;2026-03-18\|8.92\|-1.55\|9.06\|9.11\|8.78\|1154300;2026-03-19\|8.17\|-8.41\|8.65\|8.70\|8.09\|1950147;2026-03-20\|8.10\|-0.86\|8.17\|8.40\|8.08\|1339944;2026-03-23\|7.54\|-6.91\|7.88\|8.02\|7.45\|2057400;2026-03-24\|7.78\|3.18\|7.70\|7.80\|7.46\|1369382;2026-03-25\|7.95\|2.19\|7.95\|8.06\|7.86\|1470446;2026-03-26\|7.85\|-1.26\|7.94\|8.00\|7.80\|805846;2026-03-27\|7.95\|1.27\|7.46\|8.06\|7.41\|1553168;2026-03-30\|8.04\|1.13\|7.91\|8.08\|7.85\|1175994;2026-03-31\|7.86\|-2.24\|8.04\|8.10\|7.81\|1002295;2026-04-01\|7.98\|1.53\|8.06\|8.09\|7.90\|772214;2026-04-02\|7.83\|-1.88\|7.93\|7.99\|7.75\|734929;2026-04-03\|7.70\|-1.66\|7.85\|7.89\|7.69\|503728;2026-04-07\|7.82\|1.56\|7.70\|7.87\|7.69\|547306;2026-04-08\|8.30\|6.14\|8.09\|8.32\|8.06\|1304114;2026-04-09\|8.20\|-1.20\|8.22\|8.31\|8.17\|691115;2026-04-10\|8.23\|0.37\|8.29\|8.39\|8.21\|770877;2026-04-13\|8.34\|1.34\|8.19\|8.40\|8.16\|900717;2026-04-14\|8.41\|0.84\|8.44\|8.53\|8.33\|847920;2026-04-15\|8.21\|-2.38\|8.46\|8.55\|8.18\|861372;2026-04-16\|8.39\|2.19\|8.25\|8.42\|8.24\|756654;2026-04-17\|8.85\|5.48\|8.40\|9.03\|8.36\|2010381;2026-04-20\|9.18\|3.73\|8.86\|9.43\|8.86\|2018969;2026-04-21\|8.99\|-2.07\|9.19\|9.21\|8.90\|1097120;2026-04-22\|9.52\|5.90\|8.99\|9.64\|8.90\|2224139;2026-04-23\|9.11\|-4.31\|9.50\|9.55\|9.01\|1762369;2026-04-24\|9.14\|0.33\|9.02\|9.23\|8.88\|1391549;2026-04-27\|8.99\|-1.64\|9.14\|9.20\|8.97\|929626;2026-04-28\|8.73\|-2.89\|8.88\|8.92\|8.64\|1007301;2026-04-29\|9.07\|3.89\|8.73\|9.08\|8.72\|1259376;2026-04-30\|8.98\|-0.99\|8.99\|9.10\|8.86\|957512;2026-05-06\|9.36\|4.23\|9.02\|9.45\|8.98\|1755964;2026-05-07\|9.67\|3.31\|9.40\|9.75\|9.33\|1870109;2026-05-08\|10.01\|3.52\|9.54\|10.08\|9.51\|2204606;2026-05-11\|10.21\|2.00\|10.16\|10.72\|10.10\|2840074;2026-05-12\|10.21\|0.00\|10.41\|10.46\|9.97\|2046915;2026-05-13\|10.67\|4.51\|10.12\|10.80\|10.09\|2838848;2026-05-14\|10.88\|1.97\|10.72\|11.38\|10.68\|3439889;2026-05-15\|9.95\|-8.55\|10.88\|10.96\|9.90\|3162312;2026-05-18\|10.03\|0.80\|9.84\|10.25\|9.61\|2045982;2026-05-19\|9.93\|-1.00\|9.94\|9.99\|9.67\|1411284;2026-05-20\|9.97\|0.40\|9.80\|10.09\|9.63\|1439678;2026-05-21\|9.24\|-7.32\|10.09\|10.35\|9.20\|2449076;2026-05-22\|10.16\|9.96\|9.24\|10.16\|9.24\|2638567;2026-05-25\|10.07\|-0.89\|10.30\|10.40\|9.97\|2029172;2026-05-26\|10.13\|1.30\|9.92\|10.21\|9.73\|1787009;2026-05-27\|9.62\|-5.03\|10.09\|10.20\|9.56\|1623185;2026-05-28\|9.98\|3.74\|9.53\|10.08\|9.29\|2132693;2026-05-29\|9.52\|-4.61\|10.01\|10.22\|9.43\|1852401;2026-06-01\|9.42\|-1.05\|9.38\|9.79\|9.35\|1357465;2026-06-02\|9.71\|3.08\|9.50\|9.80\|9.18\|1575887;2026-06-03\|10.00\|2.99\|9.72\|10.29\|9.59\|2222474;2026-06-04\|9.38\|-6.20\|9.87\|9.87\|9.35\|2219846;2026-06-05\|8.94\|-4.69\|9.28\|9.37\|8.90\|1799223;2026-06-08\|8.24\|-7.83\|8.48\|8.66\|8.11\|1788215;2026-06-09\|8.45\|2.55\|8.35\|8.48\|8.10\|1176098;2026-06-10\|8.21\|-2.84\|8.24\|8.30\|8.07\|1094841;2026-06-11\|8.44\|2.80\|8.18\|8.57\|8.15\|1190736;2026-06-12\|9.28\|9.95\|8.74\|9.28\|8.74\|1385499;2026-06-15\|10.12\|9.05\|9.74\|10.16\|9.57\|3769448;2026-06-16\|10.07\|-0.49\|9.95\|10.31\|9.88\|2783019;2026-06-17\|10.10\|0.30\|10.04\|10.43\|9.88\|2341410;2026-06-18\|10.28\|1.78\|10.00\|10.55\|9.99\|2572724;2026-06-22\|11.31\|10.02\|10.71\|11.31\|10.55\|2602505;2026-06-23\|11.00\|-2.74\|11.88\|12.18\|10.81\|5823625;2026-06-24\|12.10\|10.00\|10.89\|12.10\|10.50\|4781126;2026-06-25\|12.31\|1.74\|12.09\|12.78\|12.00\|5017651;2026-06-26\|12.54\|1.87\|12.20\|13.22\|11.97\|4428498;2026-06-29\|12.80\|2.07\|12.65\|13.50\|12.16\|4748577;2026-06-30\|12.11\|-5.39\|12.42\|12.50\|11.65\|3457197;2026-07-01\|12.22\|0.91\|12.00\|12.93\|11.80\|3335807;2026-07-02\|11.63\|-4.83\|11.81\|12.16\|11.40\|2735265;2026-07-03\|10.95\|-5.85\|11.67\|11.80\|10.91\|2764010;2026-07-06\|10.75\|-1.83\|11.06\|11.68\|10.69\|2524838;2026-07-07\|10.34\|-3.81\|10.65\|10.89\|10.23\|1801330;2026-07-08\|9.60\|-7.16\|10.33\|10.40\|9.58\|2116848;2026-07-09\|9.79\|1.98\|9.59\|9.82\|9.19\|1926070;2026-07-10\|9.51\|-2.86\|9.79\|10.13\|9.51\|1932245;2026-07-13\|8.90\|-6.41\|9.33\|9.39\|8.85\|1667644;2026-07-14\|9.79\|10.00\|9.01\|9.79\|9.00\|2419057;2026-07-15\|9.44\|-3.58\|9.94\|10.08\|9.42\|1998501;2026-07-16\|9.33\|-1.17\|9.32\|9.59\|9.21\|1576530
111510		半导体上游+铝电子新材料+氧化铝项目+一季度净利增 1、据2026年4月9日业绩说明会，公司防城港年产240万吨氧化铝项目将于2026年上半年投产，临港布局带来低成本铝土矿运输优势，投产后将显著延伸上游产业链并增强盈利。 2、据2025年度报告，公司是全球最大的高纯铝研发和生产基地之一，主营高纯铝、电子铝箔、电极箔等铝电子新材料，产品用于半导体、汽车轻量化等国家战略领域，技术领先且市占率居前。 3、据2026年4月21日一季报，公司一季度归母净利润2.65亿元，同比增长19.52%，盈利改善叠加西部大开发区位优势，强化市场关注。	1、公司是新疆铝加工行业龙头，超高纯铝溅射靶基材实现批量供应； 2、参股公司成都富江机械制造有限公司拥有武器装备科研生产许可证、武器装备承制资格证、武器装备质量体系认证、武器装备科研生产保密资格证，军工资质齐全	2026-03-09\|9.36\|3.31\|9.16\|9.46\|8.98\|837713;2026-03-10\|9.13\|-2.46\|9.22\|9.32\|9.06\|624927;2026-03-11\|9.23\|1.10\|9.15\|9.32\|9.07\|520422;2026-03-12\|10.01\|8.45\|9.26\|10.15\|9.25\|2140970;2026-03-13\|9.48\|-5.29\|10.00\|10.08\|9.43\|1690666;2026-03-16\|9.29\|-2.00\|9.65\|9.84\|9.25\|1091546;2026-03-17\|8.80\|-5.27\|9.40\|9.55\|8.77\|981362;2026-03-18\|8.78\|-0.23\|8.80\|8.98\|8.60\|605150;2026-03-19\|8.47\|-3.53\|8.66\|8.67\|8.35\|737180;2026-03-20\|8.05\|-4.96\|8.39\|8.60\|8.05\|636630;2026-03-23\|7.81\|-2.98\|7.88\|8.13\|7.73\|506565;2026-03-24\|8.00\|2.43\|7.97\|8.01\|7.76\|363536;2026-03-25\|8.25\|3.12\|8.08\|8.38\|8.08\|432500;2026-03-26\|8.06\|-2.30\|8.20\|8.25\|8.02\|303699;2026-03-27\|8.22\|1.99\|7.95\|8.24\|7.95\|263866;2026-03-30\|8.43\|2.55\|8.51\|8.60\|8.30\|683975;2026-03-31\|7.99\|-5.22\|8.35\|8.40\|7.98\|565357;2026-04-01\|8.06\|0.88\|8.13\|8.16\|8.00\|310351;2026-04-02\|8.01\|-0.62\|8.10\|8.19\|7.98\|287091;2026-04-03\|7.81\|-2.50\|7.98\|8.04\|7.81\|297206;2026-04-07\|8.09\|3.59\|7.83\|8.12\|7.83\|312377;2026-04-08\|8.28\|2.35\|8.25\|8.30\|8.15\|346860;2026-04-09\|8.35\|0.85\|8.21\|8.35\|8.15\|288447;2026-04-10\|8.44\|1.08\|8.38\|8.52\|8.29\|372057;2026-04-13\|8.48\|0.47\|8.43\|8.56\|8.34\|332166;2026-04-14\|8.51\|0.35\|8.54\|8.64\|8.42\|262905;2026-04-15\|8.40\|-1.29\|8.51\|8.55\|8.38\|250562;2026-04-16\|8.60\|2.38\|8.43\|8.64\|8.43\|285571;2026-04-17\|8.70\|1.16\|8.56\|8.72\|8.54\|268337;2026-04-20\|8.77\|0.80\|8.73\|8.91\|8.70\|309406;2026-04-21\|8.68\|-1.03\|8.76\|8.79\|8.66\|381433;2026-04-22\|8.94\|3.00\|8.65\|9.24\|8.65\|572865;2026-04-23\|8.75\|-2.13\|8.94\|8.96\|8.72\|381384;2026-04-24\|8.64\|-1.26\|8.70\|8.81\|8.52\|309602;2026-04-27\|8.66\|0.23\|8.65\|8.75\|8.61\|217457;2026-04-28\|8.48\|-2.08\|8.62\|8.63\|8.46\|226566;2026-04-29\|8.77\|3.42\|8.45\|8.80\|8.43\|263060;2026-04-30\|8.62\|-1.71\|8.73\|8.74\|8.53\|284036;2026-05-06\|8.74\|1.39\|8.66\|8.76\|8.62\|310741;2026-05-07\|8.69\|-0.57\|8.74\|8.76\|8.61\|287318;2026-05-08\|8.57\|-1.38\|8.69\|8.69\|8.46\|382098;2026-05-11\|8.62\|0.58\|8.61\|8.71\|8.57\|361781;2026-05-12\|8.68\|0.70\|8.68\|8.76\|8.61\|339092;2026-05-13\|8.81\|1.50\|8.67\|8.84\|8.65\|324354;2026-05-14\|8.58\|-2.61\|8.81\|8.87\|8.58\|313447;2026-05-15\|8.25\|-3.85\|8.52\|8.55\|8.20\|413038;2026-05-18\|8.44\|2.30\|8.25\|8.52\|8.10\|316388;2026-05-19\|9.19\|8.89\|8.45\|9.25\|8.34\|902437;2026-05-20\|9.23\|0.44\|9.12\|9.44\|9.09\|740964;2026-05-21\|9.37\|1.52\|9.26\|9.79\|9.19\|856357;2026-05-22\|10.31\|10.03\|9.37\|10.31\|9.33\|1009731;2026-05-25\|11.05\|7.18\|10.74\|11.34\|10.50\|2331497;2026-05-26\|11.27\|1.99\|10.84\|11.46\|10.50\|1792944;2026-05-27\|11.73\|4.08\|11.16\|11.91\|11.14\|1451651;2026-05-28\|12.05\|2.73\|11.62\|12.27\|11.20\|1481495;2026-05-29\|11.58\|-3.90\|12.20\|12.38\|11.46\|1120966;2026-06-01\|11.82\|2.07\|11.40\|12.34\|11.39\|1117513;2026-06-02\|11.83\|0.08\|11.98\|12.00\|11.49\|725666;2026-06-03\|11.31\|-4.40\|11.75\|11.93\|11.22\|879367;2026-06-04\|10.85\|-4.07\|11.24\|11.25\|10.77\|882844;2026-06-05\|11.05\|1.84\|10.87\|11.70\|10.58\|799620;2026-06-08\|10.43\|-5.61\|10.64\|10.99\|10.25\|731073;2026-06-09\|10.38\|-0.48\|10.52\|10.60\|9.90\|578459;2026-06-10\|10.89\|4.91\|10.20\|11.20\|10.08\|877840;2026-06-11\|11.14\|2.30\|10.76\|11.52\|10.61\|1010660;2026-06-12\|10.92\|-0.82\|11.26\|11.51\|10.80\|918651;2026-06-15\|11.35\|3.94\|11.07\|11.45\|10.95\|920930;2026-06-16\|12.49\|10.04\|11.15\|12.49\|11.03\|1096694;2026-06-17\|12.30\|-1.52\|12.49\|13.44\|12.14\|2018987;2026-06-18\|13.14\|6.83\|12.78\|13.28\|12.35\|1457880;2026-06-22\|14.29\|8.75\|13.68\|14.41\|13.46\|1529643;2026-06-23\|13.62\|-4.69\|13.80\|14.15\|13.45\|1102858;2026-06-24\|14.65\|7.56\|13.52\|14.81\|13.22\|1382643;2026-06-25\|16.12\|10.03\|15.50\|16.12\|15.50\|678054;2026-06-26\|16.12\|0.00\|16.88\|17.28\|15.67\|1943542;2026-06-29\|14.96\|-7.20\|16.23\|16.76\|14.69\|1502041;2026-06-30\|15.89\|6.22\|15.35\|16.31\|15.01\|1198714;2026-07-01\|16.04\|0.94\|15.90\|16.62\|15.57\|1186642;2026-07-02\|14.98\|-6.61\|15.50\|15.97\|14.80\|908377;2026-07-03\|14.20\|-5.21\|14.98\|15.00\|13.90\|1033265;2026-07-06\|13.67\|-3.73\|14.24\|14.50\|13.49\|786303;2026-07-07\|12.82\|-6.22\|13.52\|13.81\|12.77\|739232;2026-07-08\|12.50\|-2.50\|12.75\|13.00\|12.08\|799034;2026-07-09\|12.17\|-2.64\|12.50\|12.68\|11.40\|990695;2026-07-10\|11.75\|-3.45\|12.30\|12.53\|11.75\|696734;2026-07-13\|10.58\|-9.96\|11.50\|11.73\|10.58\|670994;2026-07-14\|11.26\|6.43\|10.79\|11.38\|10.37\|760287;2026-07-15\|10.81\|-4.00\|11.38\|11.38\|10.69\|490480;2026-07-16\|10.40\|-3.79\|10.71\|11.00\|10.32\|475023

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