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
117947	优必选50余款“超仿生人形机器人”首发亮相	涨停揭秘：公司掌握机器人运动控制与正向设计技术，已布局人形机器人核心零部件研发；涨停缘由：优必选U1系列发布标志人形机器人进入消费级量产拐点，工业机器人企业加速技术迁移与生态卡位；资金逻辑：资金博弈国产机器人全产业链自主可控主线，埃夫特作为工业机器人第一梯队企业获估值重估；风险提示：人形机器人业务尚处研发阶段，技术路径与商业化节奏存在不确定性，短期难贡献实质业绩	中国工业机器人第一梯队企业；公司主要从事工业机器人核心零部件、整机、系统集成的研产销，拥有正向设计、机器人运动控制、机器人智能化及系统集成的三大类自主可控技术	2026-05-08\|19.74\|4.22\|18.80\|20.20\|18.80\|180089;2026-05-11\|19.39\|-1.77\|19.74\|19.75\|19.13\|129858;2026-05-12\|20.00\|3.15\|19.41\|20.00\|19.22\|137549;2026-05-13\|19.84\|-0.80\|19.88\|20.10\|19.61\|107054;2026-05-14\|19.35\|-2.47\|20.17\|20.17\|19.33\|122172;2026-05-15\|20.43\|5.58\|19.30\|20.93\|19.30\|264546;2026-05-18\|20.22\|-1.03\|20.05\|20.58\|19.96\|171461;2026-05-19\|20.55\|1.63\|20.19\|20.60\|20.02\|139234;2026-05-20\|20.12\|-2.09\|20.25\|20.56\|19.73\|122503;2026-05-21\|20.30\|0.89\|20.24\|21.20\|19.92\|218318;2026-05-22\|22.10\|8.87\|21.55\|23.00\|21.18\|369680;2026-05-25\|21.40\|-3.17\|21.82\|21.85\|20.80\|274299;2026-05-26\|21.98\|2.71\|21.20\|23.13\|21.17\|276939;2026-05-27\|20.29\|-7.69\|21.00\|21.49\|20.02\|238609;2026-05-28\|19.76\|-2.61\|20.05\|20.33\|19.30\|172169;2026-05-29\|18.65\|-5.62\|19.87\|20.22\|18.50\|175145;2026-06-01\|18.50\|-0.80\|18.51\|19.22\|18.45\|94715;2026-06-02\|18.62\|0.65\|18.60\|19.37\|18.47\|112462;2026-06-03\|18.86\|1.29\|18.48\|19.65\|18.23\|156256;2026-06-04\|19.03\|0.90\|18.62\|19.55\|18.53\|131697;2026-06-05\|20.42\|7.30\|18.92\|21.07\|17.72\|277147;2026-06-08\|21.07\|3.18\|19.83\|21.49\|19.70\|290693;2026-06-09\|21.21\|0.66\|21.08\|21.77\|20.43\|215425;2026-06-10\|20.11\|-5.19\|20.96\|21.09\|19.87\|167297;2026-06-11\|19.10\|-5.02\|19.66\|20.05\|19.00\|154848;2026-06-12\|19.61\|2.67\|19.77\|21.08\|19.03\|236362;2026-06-15\|19.88\|1.38\|19.24\|19.94\|19.01\|158105;2026-06-16\|20.58\|3.52\|19.87\|21.17\|19.59\|187221;2026-06-17\|19.93\|-3.16\|20.22\|20.81\|19.80\|132332;2026-06-18\|21.03\|5.52\|20.17\|21.47\|20.03\|205136;2026-06-22\|20.05\|-4.66\|20.99\|20.99\|19.58\|185510;2026-06-23\|19.91\|-0.70\|19.70\|20.44\|19.30\|146309;2026-06-24\|19.20\|-3.57\|19.64\|19.91\|19.10\|118347;2026-06-25\|18.63\|-2.97\|19.11\|19.51\|18.43\|140075;2026-06-26\|17.90\|-3.92\|18.57\|18.57\|17.82\|110761;2026-06-29\|18.22\|1.79\|17.90\|18.50\|17.01\|140748;2026-06-30\|20.40\|11.96\|18.22\|20.46\|18.05\|256069;2026-07-01\|21.90\|7.35\|20.18\|22.58\|20.18\|332309;2026-07-02\|21.17\|-3.33\|22.07\|22.20\|21.05\|215045;2026-07-03\|23.26\|9.87\|21.50\|24.25\|21.28\|384566;2026-07-06\|21.95\|-5.63\|23.03\|23.03\|21.82\|273156;2026-07-07\|21.07\|-4.01\|21.51\|22.78\|20.94\|194065;2026-07-08\|19.55\|-7.21\|20.72\|20.95\|19.53\|184884;2026-07-09\|19.71\|0.82\|19.12\|19.87\|19.01\|141750;2026-07-10\|19.96\|1.27\|19.50\|21.05\|19.50\|174720;2026-07-13\|18.13\|-9.17\|19.60\|19.96\|18.11\|160632;2026-07-14\|18.32\|1.05\|18.02\|18.49\|17.70\|122467;2026-07-15\|18.39\|0.38\|18.20\|18.85\|17.77\|109785;2026-07-16\|18.50\|0.60\|18.21\|19.10\|17.93\|123298;2026-07-17\|17.05\|-7.84\|18.32\|18.68\|17.05\|138473;2026-07-20\|16.27\|-4.57\|17.27\|17.39\|15.89\|131762;2026-07-21\|16.87\|3.69\|16.37\|16.89\|15.68\|120306;2026-07-22\|16.20\|-3.97\|16.71\|16.87\|16.13\|89893;2026-07-23\|15.84\|-2.22\|16.07\|16.24\|15.71\|89175;2026-07-24\|15.18\|-4.17\|15.60\|15.75\|15.18\|69146;2026-07-27\|15.68\|3.29\|15.15\|15.72\|15.09\|57143;2026-07-28\|15.50\|-1.15\|15.51\|15.93\|15.38\|55469;2026-07-29\|15.91\|2.65\|15.58\|16.05\|15.33\|83135;2026-07-30\|15.16\|-4.71\|15.76\|15.93\|15.13\|73050;2026-07-31\|16.53\|9.04\|15.73\|17.09\|15.62\|148238;2026-08-03\|16.68\|0.91\|16.59\|17.20\|16.50\|99222;2026-08-04\|17.09\|2.46\|16.68\|17.25\|16.51\|82065;2026-08-05\|17.50\|2.40\|17.04\|17.77\|16.96\|90135;2026-08-06\|17.54\|0.23\|17.45\|17.89\|17.20\|79582;2026-08-07\|17.99\|2.57\|17.71\|18.00\|17.22\|95581;2026-08-10\|17.55\|-2.45\|18.02\|18.02\|17.41\|73314;2026-08-11\|17.61\|0.34\|17.52\|17.97\|17.25\|91334;2026-08-12\|17.67\|0.34\|17.63\|17.79\|17.44\|64568;2026-08-13\|17.28\|-2.21\|17.70\|17.89\|17.23\|68387;2026-08-14\|17.27\|-0.06\|17.40\|17.56\|16.97\|60370;2026-08-17\|17.68\|2.37\|17.28\|17.73\|17.08\|67556;2026-08-18\|18.12\|2.49\|17.70\|18.16\|17.38\|128686;2026-08-19\|16.45\|-9.22\|18.25\|18.25\|16.42\|147719;2026-08-20\|16.40\|-0.30\|16.67\|16.82\|16.21\|58639;2026-08-21\|16.40\|0.00\|16.36\|16.55\|16.06\|57609;2026-08-24\|15.97\|-2.62\|16.20\|16.45\|15.75\|56558;2026-08-25\|16.50\|3.32\|15.83\|16.65\|15.73\|63898;2026-08-26\|16.28\|-1.33\|16.38\|16.66\|16.10\|43332;2026-08-27\|16.39\|0.68\|16.05\|16.43\|16.05\|46860;2026-08-28\|15.96\|-2.62\|16.38\|16.51\|15.94\|53902;2026-08-31\|16.26\|1.88\|15.90\|16.30\|15.79\|47037;2026-09-01\|16.12\|-0.86\|16.26\|16.30\|15.91\|47764;2026-09-02\|15.78\|-2.11\|16.04\|16.04\|15.73\|40601;2026-09-03\|15.72\|-0.38\|16.00\|16.14\|15.66\|36599;2026-09-04\|15.37\|-2.23\|15.87\|15.99\|15.27\|72321;2026-09-07\|15.58\|1.37\|15.37\|15.81\|15.33\|46040;2026-09-08\|15.43\|-0.96\|15.60\|15.72\|15.36\|36275;2026-09-09\|15.59\|1.04\|15.48\|15.75\|15.16\|56535;2026-09-10\|15.25\|-2.18\|15.59\|15.85\|15.25\|56099;2026-09-11\|14.59\|-4.33\|15.10\|15.21\|14.46\|71870
117946	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+商业航天+无框电机 1、据2025年9月2日互动易，公司机器人关节模组电机、控制器等核心部件拥有自主知识产权，自制化程度高，全供应链自主可控，研发、样机制造、产业化、市场化正同步推进。 2、据2025年8月10日微信公众号，公司在WRC展会首次展示关节模组、外转子无框电机等四类核心产品，外转子无框电机为国内首家用于关节模组，具备高功率密度、大扭矩、高效率、轻量化特点。 3、据2025年4月25日公告，公司主营微特电机及风机，2024年外销收入增9.87%，并设立常州祥翰具身智能系统有限公司专注机器人运动关节模组，布局未来产业。	1、公司电机有应用到功能型机器人产品，如泳池清洁机器人；公司有机器人关节电机的研发计划，目前没有市场应用； 2、公司主营电机、风机，下游覆盖HVACR、交通车辆、通信系统、医疗健康、风电等领域； 3、公司与华为在通信基站与数据中心等项目有合作	2026-05-08\|41.88\|4.26\|39.70\|41.91\|39.54\|81867;2026-05-11\|41.89\|0.02\|42.00\|42.72\|40.97\|84467;2026-05-12\|41.83\|-0.14\|41.57\|42.39\|41.02\|60388;2026-05-13\|42.21\|0.91\|41.84\|42.35\|40.85\|70628;2026-05-14\|41.02\|-2.82\|42.12\|42.18\|41.00\|48129;2026-05-15\|41.64\|1.51\|40.80\|42.76\|40.75\|62511;2026-05-18\|41.13\|-1.22\|41.60\|42.20\|40.84\|43373;2026-05-19\|40.74\|-0.95\|41.10\|42.33\|40.12\|44163;2026-05-20\|40.16\|-1.42\|40.67\|41.24\|39.41\|36241;2026-05-21\|38.13\|-5.05\|40.04\|41.08\|37.90\|51076;2026-05-22\|38.39\|0.68\|38.24\|38.87\|37.78\|30511;2026-05-25\|40.05\|4.32\|38.46\|41.00\|38.46\|53801;2026-05-26\|39.35\|-1.75\|40.75\|40.75\|38.40\|41037;2026-05-27\|39.71\|0.91\|39.15\|41.20\|38.88\|53433;2026-05-28\|41.14\|3.60\|39.71\|41.43\|38.77\|58891;2026-05-29\|36.93\|-10.23\|41.14\|41.50\|36.29\|71955;2026-06-01\|36.42\|-1.38\|36.46\|37.65\|36.30\|33499;2026-06-02\|35.52\|-2.47\|36.28\|36.68\|34.25\|38714;2026-06-03\|35.49\|-0.08\|35.13\|36.19\|34.97\|28152;2026-06-04\|34.54\|-2.68\|35.22\|35.98\|34.52\|28042;2026-06-05\|35.64\|3.18\|34.54\|36.20\|33.49\|48793;2026-06-08\|33.75\|-5.30\|34.89\|34.91\|33.23\|34519;2026-06-09\|34.92\|3.47\|34.00\|35.19\|33.42\|31333;2026-06-10\|33.37\|-4.44\|34.45\|35.67\|32.85\|27174;2026-06-11\|32.69\|-2.04\|33.01\|33.31\|31.90\|23650;2026-06-12\|33.71\|3.12\|33.00\|34.63\|33.00\|32067;2026-06-15\|35.58\|5.55\|34.56\|35.69\|33.93\|27148;2026-06-16\|35.53\|0.03\|35.36\|35.94\|34.88\|20537;2026-06-17\|34.75\|-2.20\|35.16\|35.84\|34.60\|19946;2026-06-18\|34.72\|-0.09\|34.75\|35.51\|34.20\|24546;2026-06-22\|34.25\|-1.35\|34.48\|34.99\|32.23\|35636;2026-06-23\|34.45\|0.58\|34.01\|35.17\|33.52\|25804;2026-06-24\|32.65\|-5.22\|33.99\|34.15\|32.51\|29208;2026-06-25\|32.27\|-1.16\|32.99\|33.28\|31.60\|28394;2026-06-26\|30.35\|-5.95\|31.97\|32.20\|30.30\|29856;2026-06-29\|29.61\|-2.44\|30.35\|30.50\|29.01\|24498;2026-06-30\|33.19\|12.09\|29.61\|33.78\|29.61\|51953;2026-07-01\|33.65\|1.39\|33.15\|34.50\|32.20\|34844;2026-07-02\|32.95\|-2.08\|33.62\|34.71\|32.87\|30725;2026-07-03\|33.86\|2.76\|32.99\|34.31\|32.58\|37805;2026-07-06\|32.06\|-5.32\|33.61\|34.33\|32.00\|29053;2026-07-07\|30.53\|-4.77\|32.00\|32.55\|30.40\|24139;2026-07-08\|29.06\|-4.81\|30.41\|30.77\|29.01\|18027;2026-07-09\|29.58\|1.79\|29.20\|29.84\|27.89\|25659;2026-07-10\|30.61\|3.48\|30.17\|32.22\|29.44\|30825;2026-07-13\|28.07\|-8.30\|30.50\|30.99\|28.05\|26035;2026-07-14\|28.87\|2.85\|28.12\|29.23\|27.30\|22674;2026-07-15\|28.54\|-1.14\|28.56\|29.60\|28.15\|16683;2026-07-16\|28.30\|-0.84\|28.30\|29.68\|27.86\|19209;2026-07-17\|26.25\|-7.24\|28.30\|28.65\|26.11\|22354;2026-07-20\|24.16\|-7.96\|26.50\|27.63\|23.53\|30898;2026-07-21\|24.66\|2.07\|24.39\|24.93\|21.83\|34849;2026-07-22\|24.40\|-1.05\|24.30\|24.90\|24.00\|21918;2026-07-23\|24.86\|1.89\|24.16\|24.90\|24.00\|17460;2026-07-24\|24.64\|-0.89\|24.79\|25.08\|24.20\|17638;2026-07-27\|26.20\|6.33\|24.63\|26.42\|24.63\|23669;2026-07-28\|27.50\|4.96\|25.93\|28.49\|25.80\|44494;2026-07-29\|28.00\|1.82\|27.50\|28.17\|26.30\|32993;2026-07-30\|26.50\|-5.36\|27.99\|28.58\|26.42\|26237;2026-07-31\|27.56\|4.00\|26.88\|27.88\|26.88\|18885;2026-08-03\|27.73\|0.62\|27.56\|28.36\|27.29\|14088;2026-08-04\|28.44\|2.56\|27.77\|28.49\|27.53\|16390;2026-08-05\|28.88\|1.55\|28.19\|29.15\|28.19\|15787;2026-08-06\|29.55\|2.32\|28.78\|30.06\|28.58\|22016;2026-08-07\|30.20\|2.20\|29.50\|30.28\|28.65\|21861;2026-08-10\|29.82\|-1.26\|30.33\|30.58\|29.41\|14206;2026-08-11\|29.70\|-0.40\|29.52\|30.05\|29.04\|13888;2026-08-12\|30.09\|1.31\|29.68\|30.15\|29.62\|13774;2026-08-13\|29.60\|-1.63\|30.20\|30.60\|29.60\|19504;2026-08-14\|30.68\|3.65\|29.60\|30.75\|29.51\|24352;2026-08-17\|31.21\|1.73\|30.82\|31.28\|30.44\|21308;2026-08-18\|30.80\|-1.31\|31.36\|31.41\|30.43\|15473;2026-08-19\|28.69\|-6.85\|30.50\|30.50\|28.60\|22150;2026-08-20\|28.80\|0.38\|29.15\|29.55\|28.61\|13171;2026-08-21\|28.65\|-0.52\|28.57\|28.93\|28.15\|11548;2026-08-24\|28.46\|-0.66\|28.84\|28.98\|27.72\|14874;2026-08-25\|28.74\|0.98\|28.31\|28.93\|27.65\|10418;2026-08-26\|28.28\|-1.60\|28.91\|28.96\|27.96\|9693;2026-08-27\|29.13\|3.01\|28.19\|29.17\|28.03\|16381;2026-08-28\|28.48\|-2.23\|28.81\|29.29\|28.37\|14298;2026-08-31\|30.24\|6.18\|28.01\|30.55\|28.00\|25013;2026-09-01\|30.02\|-0.73\|32.55\|32.55\|29.12\|47124;2026-09-02\|29.40\|-2.07\|29.98\|30.46\|29.25\|21650;2026-09-03\|30.69\|4.39\|29.87\|31.27\|29.21\|26645;2026-09-04\|32.25\|5.08\|30.70\|32.68\|30.70\|41676;2026-09-07\|32.94\|2.14\|32.41\|34.08\|32.11\|40775;2026-09-08\|32.60\|-1.03\|32.83\|33.33\|32.34\|23814;2026-09-09\|32.32\|-0.86\|32.82\|33.06\|32.15\|17607;2026-09-10\|31.51\|-2.51\|32.10\|32.70\|31.40\|13646;2026-09-11\|30.21\|-4.13\|31.51\|31.51\|29.30\|18900
117945	优必选50余款“超仿生人形机器人”首发亮相	涨停揭秘：公司规划构建从核心零部件到行业本体机器人的全产业链体系，契合人形机器人产业化趋势；涨停缘由：优必选U1系列以‘爱是永恒’为主题推动情感陪伴机器人商业化，加速具身智能基础设施建设；资金逻辑：资金提前卡位具身智能主题，罗普特凭借全链条布局能力成为概念稀缺标的；风险提示：全产业链布局尚处规划阶段，各环节进展缺乏明确节点，实际执行能力有待市场检验	公司积极布局具身智能产业，计划构建从核心零部件到行业本体机器人的全产业链体系	2026-05-08\|16.90\|1.20\|16.79\|17.18\|16.55\|42337;2026-05-11\|17.10\|1.18\|16.85\|17.35\|16.80\|48783;2026-05-12\|16.71\|-2.28\|17.09\|17.20\|16.60\|35655;2026-05-13\|16.75\|0.24\|16.73\|16.92\|16.51\|30073;2026-05-14\|17.05\|1.79\|16.87\|18.13\|16.85\|88972;2026-05-15\|17.80\|4.40\|17.15\|18.28\|16.85\|105052;2026-05-18\|18.47\|3.76\|17.66\|18.80\|17.56\|116546;2026-05-19\|19.24\|4.17\|18.39\|19.41\|18.18\|133928;2026-05-20\|18.71\|-2.75\|19.01\|19.14\|18.24\|103357;2026-05-21\|18.08\|-3.37\|18.66\|19.36\|17.96\|104305;2026-05-22\|20.45\|13.11\|18.43\|20.96\|18.42\|160998;2026-05-25\|20.12\|-1.61\|20.95\|21.18\|19.77\|114466;2026-05-26\|19.36\|-3.78\|20.19\|20.19\|18.70\|108594;2026-05-27\|18.00\|-7.02\|19.21\|19.21\|17.87\|80281;2026-05-28\|17.82\|-1.00\|17.88\|18.04\|17.53\|62205;2026-05-29\|16.38\|-8.08\|17.85\|18.12\|15.95\|91437;2026-06-01\|17.56\|7.20\|16.19\|18.49\|16.19\|90181;2026-06-02\|18.37\|4.61\|17.56\|18.50\|16.98\|78803;2026-06-03\|17.51\|-4.68\|18.21\|18.56\|17.31\|61235;2026-06-04\|16.43\|-6.17\|17.23\|17.42\|16.30\|52254;2026-06-05\|17.30\|5.30\|16.42\|17.87\|15.87\|83659;2026-06-08\|16.88\|-2.43\|16.90\|18.27\|16.44\|58771;2026-06-09\|16.86\|-0.12\|17.17\|17.41\|16.61\|51896;2026-06-10\|16.29\|-3.38\|17.20\|17.20\|15.98\|40087;2026-06-11\|15.84\|-2.76\|16.10\|16.63\|15.60\|37865;2026-06-12\|15.36\|-3.03\|16.22\|16.36\|15.22\|33666;2026-06-15\|16.50\|7.42\|15.36\|17.10\|15.36\|60378;2026-06-16\|17.03\|3.21\|16.90\|17.37\|16.37\|48148;2026-06-17\|17.32\|1.70\|16.59\|17.59\|16.59\|46741;2026-06-18\|17.09\|-1.33\|17.31\|17.50\|16.78\|31734;2026-06-22\|17.74\|3.80\|17.10\|17.74\|16.53\|45481;2026-06-23\|17.56\|-1.01\|17.65\|18.25\|17.44\|37657;2026-06-24\|16.50\|-6.04\|17.20\|17.68\|16.22\|49285;2026-06-25\|16.40\|-0.61\|16.50\|16.95\|16.25\|33233;2026-06-26\|15.70\|-4.27\|15.85\|16.47\|15.70\|34849;2026-06-29\|14.45\|-7.96\|13.90\|15.91\|13.90\|64920;2026-06-30\|16.23\|12.32\|14.69\|16.80\|14.45\|89794;2026-07-01\|16.24\|0.06\|16.26\|16.85\|15.91\|51299;2026-07-02\|15.61\|-3.88\|16.24\|16.71\|15.50\|42016;2026-07-03\|15.72\|0.70\|15.47\|16.20\|15.30\|35127;2026-07-06\|15.04\|-4.33\|15.44\|15.92\|14.93\|36512;2026-07-07\|14.12\|-6.12\|15.03\|15.12\|14.07\|41471;2026-07-08\|13.42\|-4.96\|14.22\|14.33\|13.30\|44104;2026-07-09\|13.85\|3.20\|13.15\|13.96\|12.81\|40604;2026-07-10\|13.80\|-0.36\|13.65\|14.75\|13.65\|44395;2026-07-13\|12.09\|-12.39\|11.05\|13.39\|11.05\|60326;2026-07-14\|12.86\|6.37\|12.24\|12.96\|11.90\|52020;2026-07-15\|13.23\|2.88\|12.78\|13.45\|12.52\|47140;2026-07-16\|14.83\|12.09\|12.99\|15.50\|12.85\|77441;2026-07-17\|12.73\|-14.16\|14.78\|14.99\|12.73\|81507;2026-07-20\|11.96\|-6.05\|13.15\|13.66\|11.55\|59830;2026-07-21\|12.23\|2.26\|12.41\|12.54\|11.01\|46202;2026-07-22\|13.07\|6.87\|12.31\|13.78\|12.10\|60921;2026-07-23\|13.18\|0.84\|12.85\|13.33\|12.12\|49234;2026-07-24\|12.85\|-2.50\|13.00\|13.31\|12.63\|28082;2026-07-27\|12.62\|-1.79\|13.01\|13.04\|12.33\|33824;2026-07-28\|12.11\|-4.04\|12.23\|12.75\|12.02\|24236;2026-07-29\|12.07\|-0.33\|12.18\|12.40\|11.80\|25308;2026-07-30\|11.59\|-3.98\|12.07\|12.31\|11.51\|34774;2026-07-31\|12.26\|5.78\|11.86\|12.54\|11.86\|28093;2026-08-03\|12.39\|1.06\|12.32\|12.79\|12.11\|29462;2026-08-04\|13.32\|7.51\|12.54\|13.48\|12.53\|43472;2026-08-05\|13.72\|3.00\|13.01\|13.86\|13.01\|43873;2026-08-06\|14.03\|2.26\|13.62\|14.13\|13.53\|34085;2026-08-07\|14.19\|1.14\|14.03\|14.21\|13.39\|33725;2026-08-10\|14.52\|2.33\|14.16\|14.65\|13.86\|35205;2026-08-11\|14.74\|1.52\|14.63\|14.90\|14.13\|33497;2026-08-12\|14.92\|1.22\|14.74\|15.26\|14.74\|28165;2026-08-13\|14.88\|-0.27\|15.06\|15.33\|14.75\|28833;2026-08-14\|15.18\|2.02\|14.90\|15.49\|14.77\|23321;2026-08-17\|15.54\|2.37\|15.15\|15.86\|15.15\|30645;2026-08-18\|14.93\|-3.93\|15.45\|15.50\|14.66\|29926;2026-08-19\|13.88\|-7.03\|14.79\|14.97\|13.67\|36249;2026-08-20\|15.41\|11.02\|14.14\|15.70\|14.01\|74857;2026-08-21\|15.39\|-0.13\|15.33\|15.56\|15.04\|34385;2026-08-24\|14.41\|-6.37\|15.32\|15.69\|13.89\|57026;2026-08-25\|14.25\|-1.11\|14.27\|14.57\|13.86\|29570;2026-08-26\|13.75\|-3.51\|14.20\|14.29\|13.65\|23654;2026-08-27\|13.83\|0.58\|13.76\|14.04\|13.60\|28070;2026-08-28\|14.13\|2.17\|13.88\|14.40\|13.65\|36780;2026-08-31\|15.21\|7.64\|13.85\|15.50\|13.85\|68518;2026-09-01\|15.45\|1.58\|15.12\|15.84\|14.85\|60596;2026-09-02\|15.04\|-2.65\|15.66\|15.66\|14.94\|48739;2026-09-03\|15.29\|1.66\|15.00\|15.80\|15.00\|44780;2026-09-04\|15.30\|0.07\|15.54\|15.58\|15.09\|32499;2026-09-07\|14.55\|-4.90\|15.11\|15.38\|14.34\|47263;2026-09-08\|14.20\|-2.41\|14.55\|14.70\|13.95\|48731;2026-09-09\|14.42\|1.55\|14.07\|14.98\|14.05\|38363;2026-09-10\|14.98\|3.88\|14.34\|15.05\|14.21\|42448;2026-09-11\|14.22\|-5.07\|15.09\|15.14\|13.80\|43983
117944	优必选50余款“超仿生人形机器人”首发亮相	涨停揭秘：中东局势再起波澜，公司作为唯一具备解放军防化车辆研制资质的消防装备龙头获资金关注；涨停缘由：全资子公司格拉曼拥有武器装备承制单位资格及军用防化车辆全品类生产资质；地缘风险升温强化特种装备采购预期；资金逻辑：军工板块3月下旬整体放量，海伦哲3月25日异动明显，游资与机构协同介入，换手率阶段性放大；风险提示：2025年三季报显示营收同比下滑，主业增长乏力；军品订单落地节奏存在不确定性	高空作业车产品及服务提供商，国内最早研制特种机器人的企业之一	2026-05-08\|12.88\|-1.68\|13.06\|13.15\|12.83\|335031;2026-05-11\|13.78\|6.99\|13.04\|13.88\|12.99\|470904;2026-05-12\|13.83\|0.36\|13.83\|14.10\|13.57\|344619;2026-05-13\|14.13\|2.17\|13.89\|14.47\|13.68\|438748;2026-05-14\|14.24\|0.78\|14.52\|15.09\|13.95\|746620;2026-05-15\|14.85\|4.28\|14.29\|15.18\|13.97\|700653;2026-05-18\|16.05\|8.08\|14.70\|16.30\|14.60\|771551;2026-05-19\|16.48\|2.68\|15.90\|16.91\|15.75\|623471;2026-05-20\|17.01\|3.22\|16.54\|17.08\|15.66\|705293;2026-05-21\|16.36\|-3.82\|17.01\|17.58\|16.25\|663920;2026-05-22\|18.34\|12.10\|16.46\|18.45\|16.45\|932722;2026-05-25\|18.92\|3.16\|19.30\|19.84\|18.80\|909033;2026-05-26\|19.69\|4.07\|19.27\|20.12\|18.60\|814875;2026-05-27\|19.85\|0.81\|19.51\|20.35\|18.90\|790653;2026-05-28\|20.56\|3.58\|19.51\|20.80\|19.27\|642203;2026-05-29\|19.20\|-6.61\|20.30\|20.50\|18.62\|1020268;2026-06-01\|19.39\|0.99\|19.41\|19.44\|18.50\|716721;2026-06-02\|20.25\|4.44\|19.64\|21.24\|19.30\|975068;2026-06-03\|19.24\|-4.99\|20.00\|20.34\|18.88\|680412;2026-06-04\|18.62\|-3.22\|19.40\|19.72\|18.50\|554685;2026-06-05\|18.52\|-0.54\|18.74\|18.88\|17.88\|490584;2026-06-08\|18.50\|-0.11\|17.82\|19.29\|17.72\|484755;2026-06-09\|18.28\|-1.19\|18.72\|18.99\|17.90\|407280;2026-06-10\|17.70\|-3.17\|17.97\|18.24\|17.42\|414745;2026-06-11\|17.29\|-2.32\|17.60\|17.68\|16.50\|505846;2026-06-12\|18.07\|4.51\|17.51\|19.08\|17.48\|606761;2026-06-15\|18.26\|1.05\|18.47\|18.73\|18.07\|393710;2026-06-16\|18.91\|3.56\|18.25\|19.26\|18.10\|423187;2026-06-17\|18.60\|-1.64\|18.77\|19.75\|18.40\|533266;2026-06-18\|18.79\|1.02\|18.66\|19.23\|18.33\|382325;2026-06-22\|19.19\|2.13\|18.72\|19.25\|18.03\|493794;2026-06-23\|19.84\|3.39\|19.00\|20.18\|18.51\|628081;2026-06-24\|18.95\|-4.49\|19.87\|20.25\|18.71\|546761;2026-06-25\|18.51\|-2.32\|19.08\|19.28\|18.31\|423081;2026-06-26\|18.57\|0.49\|18.39\|18.91\|17.83\|411259;2026-06-29\|18.46\|-0.59\|18.63\|19.25\|17.68\|437150;2026-06-30\|21.07\|14.14\|18.70\|21.50\|18.62\|937411;2026-07-01\|20.68\|-1.85\|21.00\|21.30\|19.60\|696996;2026-07-02\|18.91\|-8.56\|20.01\|20.20\|18.82\|570448;2026-07-03\|18.59\|-1.69\|19.15\|19.84\|18.50\|475789;2026-07-06\|17.62\|-5.22\|18.55\|18.88\|17.45\|474353;2026-07-07\|17.65\|0.17\|17.80\|17.92\|17.08\|287371;2026-07-08\|16.70\|-5.38\|17.80\|17.84\|16.65\|372667;2026-07-09\|17.00\|1.80\|16.95\|17.13\|16.19\|365245;2026-07-10\|16.23\|-4.53\|17.00\|17.12\|16.19\|316467;2026-07-13\|15.10\|-6.96\|16.02\|16.19\|14.80\|527685;2026-07-14\|16.30\|7.95\|15.00\|16.31\|14.80\|460664;2026-07-15\|14.98\|-8.10\|17.21\|17.48\|14.82\|515040;2026-07-16\|13.99\|-6.61\|14.80\|14.98\|13.58\|562739;2026-07-17\|12.63\|-9.72\|13.85\|13.94\|12.10\|740015;2026-07-20\|10.58\|-16.23\|12.99\|13.37\|10.11\|961593;2026-07-21\|12.60\|19.09\|11.00\|12.70\|10.17\|1147474;2026-07-22\|12.76\|1.27\|12.97\|13.15\|12.30\|736386;2026-07-23\|13.80\|8.15\|12.99\|13.95\|12.90\|663460;2026-07-24\|13.84\|0.29\|13.79\|14.14\|13.45\|452806;2026-07-27\|14.16\|2.31\|13.83\|14.31\|13.59\|371369;2026-07-28\|13.58\|-4.10\|14.00\|14.13\|13.37\|336586;2026-07-29\|13.82\|1.77\|13.70\|14.03\|12.70\|469253;2026-07-30\|13.06\|-5.50\|13.80\|13.83\|12.81\|311905;2026-07-31\|13.45\|2.99\|14.00\|14.20\|13.44\|344453;2026-08-03\|14.48\|7.66\|13.40\|14.60\|13.28\|457323;2026-08-04\|14.92\|3.04\|14.55\|15.08\|14.38\|341564;2026-08-05\|15.38\|3.08\|15.10\|15.82\|14.81\|458817;2026-08-06\|15.85\|3.06\|15.10\|15.86\|15.10\|312415;2026-08-07\|15.93\|0.50\|15.84\|16.33\|15.51\|271109;2026-08-10\|16.14\|1.32\|16.02\|16.25\|15.66\|233302;2026-08-11\|15.95\|-1.18\|16.03\|16.76\|15.89\|309724;2026-08-12\|15.15\|-5.02\|15.73\|15.80\|14.97\|583314;2026-08-13\|14.69\|-3.04\|15.10\|15.25\|14.66\|372659;2026-08-14\|14.98\|1.97\|14.68\|15.59\|14.41\|367380;2026-08-17\|15.27\|1.94\|15.10\|15.28\|14.93\|333744;2026-08-18\|15.28\|0.07\|15.30\|15.45\|14.76\|350563;2026-08-19\|14.35\|-6.09\|15.13\|15.13\|14.15\|357410;2026-08-20\|14.48\|0.91\|14.62\|14.78\|14.20\|228933;2026-08-21\|15.25\|5.32\|14.50\|15.28\|14.25\|339253;2026-08-24\|14.30\|-6.23\|15.09\|15.15\|13.81\|437459;2026-08-25\|14.21\|-0.63\|14.00\|14.49\|13.75\|192105;2026-08-26\|14.13\|-0.56\|14.30\|14.35\|13.96\|159947;2026-08-27\|14.32\|1.34\|14.10\|14.38\|13.88\|231783;2026-08-28\|13.99\|-2.30\|14.32\|14.48\|13.98\|249986;2026-08-31\|14.08\|0.64\|13.80\|14.12\|13.56\|211696;2026-09-01\|14.00\|-0.57\|14.06\|14.30\|13.86\|186463;2026-09-02\|13.65\|-2.50\|13.89\|13.89\|13.59\|162796;2026-09-03\|13.83\|1.32\|13.76\|14.21\|13.48\|251056;2026-09-04\|13.43\|-2.89\|14.05\|14.24\|13.30\|243595;2026-09-07\|13.29\|-1.04\|13.34\|13.65\|13.19\|231984;2026-09-08\|13.17\|-0.90\|13.25\|13.41\|13.08\|203425;2026-09-09\|13.67\|3.80\|13.20\|14.12\|13.19\|419386;2026-09-10\|13.02\|-4.75\|13.67\|13.69\|13.01\|269891;2026-09-11\|12.90\|-0.92\|12.88\|13.09\|12.64\|265900
117943	优必选50余款“超仿生人形机器人”首发亮相	涨停揭秘：公司已为智元人形机器人供货IMU产品，技术适配优必选U1系列高动态姿态控制需求；涨停缘由：U1系列支持高度拟人化动作与姿态，对惯性测量单元（IMU）的精度、抗干扰性及低延迟提出更高要求；资金逻辑：资金聚焦机器人运动感知关键器件，华依科技在IMU领域具备车规级量产经验与快速交付能力；风险提示：IMU在人形机器人中单机价值量有限，且面临国内外厂商激烈竞争，毛利率承压风险上升	公司已为智元人形机器人供货IMU产品	2026-05-08\|34.49\|1.29\|33.88\|35.05\|33.80\|19539;2026-05-11\|34.40\|-0.26\|34.59\|34.86\|34.02\|18992;2026-05-12\|34.15\|-0.73\|34.44\|34.66\|33.69\|17307;2026-05-13\|36.34\|6.41\|33.45\|36.99\|33.45\|37572;2026-05-14\|36.69\|0.96\|36.29\|37.23\|35.74\|38327;2026-05-15\|38.32\|4.44\|36.77\|39.60\|36.50\|63939;2026-05-18\|39.40\|2.82\|37.60\|39.85\|36.76\|56475;2026-05-19\|39.60\|0.51\|38.22\|41.88\|38.22\|45015;2026-05-20\|40.25\|1.64\|39.20\|40.46\|39.00\|40668;2026-05-21\|38.75\|-3.73\|40.26\|41.19\|38.04\|59177;2026-05-22\|38.39\|-0.93\|39.37\|39.37\|37.48\|49925;2026-05-25\|38.43\|0.10\|39.01\|39.06\|37.52\|41337;2026-05-26\|37.19\|-3.23\|38.38\|46.11\|35.97\|62873;2026-05-27\|35.00\|-5.89\|37.01\|37.10\|34.50\|45196;2026-05-28\|34.34\|-1.89\|35.00\|35.13\|33.27\|30641;2026-05-29\|31.92\|-7.05\|34.34\|34.63\|31.70\|34115;2026-06-01\|34.16\|7.02\|31.92\|35.17\|31.44\|45484;2026-06-02\|34.68\|1.52\|34.13\|35.43\|33.33\|38245;2026-06-03\|35.35\|1.93\|34.67\|35.88\|34.20\|34415;2026-06-04\|34.15\|-3.39\|35.08\|35.44\|33.76\|24693;2026-06-05\|33.97\|-0.53\|34.14\|35.16\|32.25\|30498;2026-06-08\|33.05\|-2.71\|32.13\|34.98\|31.81\|47613;2026-06-09\|34.11\|3.21\|33.05\|35.80\|32.70\|41628;2026-06-10\|32.24\|-5.48\|34.04\|34.04\|31.50\|27821;2026-06-11\|30.99\|-3.88\|31.81\|32.35\|30.56\|27520;2026-06-12\|31.54\|1.77\|31.05\|33.22\|31.05\|28487;2026-06-15\|31.88\|1.08\|32.21\|32.21\|31.20\|17081;2026-06-16\|31.98\|0.31\|31.91\|32.17\|31.11\|17553;2026-06-17\|32.10\|0.38\|32.02\|32.63\|31.33\|17949;2026-06-18\|33.90\|5.61\|31.72\|35.61\|31.72\|43178;2026-06-22\|34.14\|0.71\|34.23\|34.95\|31.60\|43579;2026-06-23\|34.99\|2.49\|33.93\|35.29\|32.98\|34474;2026-06-24\|35.17\|0.51\|34.99\|35.38\|33.26\|35376;2026-06-25\|34.17\|-2.84\|35.00\|36.28\|33.75\|36753;2026-06-26\|32.21\|-5.74\|33.78\|34.50\|31.78\|31053;2026-06-29\|31.68\|-1.65\|32.35\|32.47\|30.68\|29838;2026-06-30\|36.44\|15.03\|31.09\|37.56\|31.09\|69857;2026-07-01\|36.41\|-0.08\|37.16\|37.16\|35.80\|34638;2026-07-02\|35.29\|-3.08\|36.20\|37.35\|35.10\|41544;2026-07-03\|36.21\|2.61\|35.00\|36.90\|34.98\|47625;2026-07-06\|40.29\|11.27\|39.50\|43.45\|37.73\|131194;2026-07-07\|38.15\|-5.31\|39.72\|40.21\|37.91\|75687;2026-07-08\|35.78\|-6.21\|37.37\|38.00\|35.50\|50411;2026-07-09\|35.91\|0.36\|35.51\|36.43\|34.35\|38571;2026-07-10\|33.70\|-6.15\|35.68\|35.99\|33.70\|34805;2026-07-13\|30.87\|-8.40\|33.00\|33.50\|30.87\|35866;2026-07-14\|30.98\|0.36\|30.55\|31.33\|29.43\|28833;2026-07-15\|31.51\|1.71\|31.00\|31.68\|30.31\|25311;2026-07-16\|32.70\|3.78\|30.97\|32.80\|30.96\|32906;2026-07-17\|29.00\|-11.31\|32.62\|32.96\|28.71\|42699;2026-07-20\|30.37\|4.72\|30.00\|32.00\|29.13\|61136;2026-07-21\|31.43\|3.49\|30.24\|32.50\|28.40\|53489;2026-07-22\|35.11\|11.71\|31.20\|35.69\|31.20\|65477;2026-07-23\|37.44\|6.64\|34.52\|37.65\|34.27\|50403;2026-07-24\|36.10\|-3.58\|36.60\|38.26\|35.68\|38002;2026-07-27\|35.57\|-1.47\|36.07\|36.31\|34.29\|31158;2026-07-28\|34.85\|-2.02\|35.45\|36.66\|34.00\|25730;2026-07-29\|36.20\|3.87\|34.85\|36.30\|33.40\|33241;2026-07-30\|38.62\|6.69\|35.76\|38.76\|35.21\|56403;2026-07-31\|38.70\|0.21\|39.51\|41.38\|38.00\|64307;2026-08-03\|38.92\|0.57\|40.00\|41.58\|37.80\|43969;2026-08-04\|37.39\|-3.93\|39.70\|39.70\|36.03\|44748;2026-08-05\|37.37\|-0.05\|37.89\|38.94\|36.36\|44618;2026-08-06\|37.33\|-0.11\|36.58\|37.58\|36.00\|58282;2026-08-07\|36.60\|-1.96\|37.13\|37.32\|34.65\|41289;2026-08-10\|36.16\|-1.20\|36.69\|36.85\|35.45\|28066;2026-08-11\|37.98\|5.03\|36.00\|38.63\|35.22\|46427;2026-08-12\|38.28\|0.79\|38.01\|40.15\|37.50\|54218;2026-08-13\|36.70\|-4.13\|38.08\|38.20\|36.08\|46622;2026-08-14\|36.00\|-1.91\|36.63\|36.88\|35.52\|24130;2026-08-17\|36.38\|1.06\|35.69\|36.42\|35.22\|20744;2026-08-18\|36.64\|0.71\|36.36\|37.40\|35.76\|28565;2026-08-19\|33.29\|-9.14\|35.64\|35.90\|32.99\|27199;2026-08-20\|32.74\|-1.65\|33.50\|34.00\|32.61\|16242;2026-08-21\|33.67\|2.84\|32.42\|34.23\|32.36\|18135;2026-08-24\|32.15\|-4.51\|33.36\|33.72\|31.50\|20212;2026-08-25\|32.66\|1.59\|32.02\|34.15\|31.40\|24872;2026-08-26\|32.59\|-0.21\|33.26\|33.26\|32.31\|16877;2026-08-27\|33.29\|2.15\|32.28\|33.35\|32.28\|16698;2026-08-28\|33.39\|0.30\|33.46\|34.56\|33.22\|18427;2026-08-31\|35.99\|7.79\|33.95\|36.00\|33.50\|39835;2026-09-01\|35.16\|-2.31\|36.00\|36.40\|34.75\|22481;2026-09-02\|34.49\|-1.91\|34.57\|35.39\|34.30\|16630;2026-09-03\|34.09\|-1.16\|34.49\|35.00\|33.45\|13603;2026-09-04\|33.00\|-3.20\|34.51\|34.78\|32.75\|18803;2026-09-07\|33.56\|1.70\|33.76\|34.37\|33.11\|18880;2026-09-08\|32.67\|-2.65\|34.06\|34.06\|32.63\|21953;2026-09-09\|32.07\|-1.84\|32.88\|33.32\|31.73\|19695;2026-09-10\|31.51\|-1.75\|32.10\|32.33\|31.41\|10780;2026-09-11\|30.67\|-2.67\|31.39\|31.39\|29.99\|15014
117942	优必选50余款“超仿生人形机器人”首发亮相	“Serenity”发帖+具身智能+谐波减速器行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布NVIDIA Cosmos 3——面向物理AI的开放世界基础模型。黄仁勋表示，得益于多模态推理语言、视觉和世界模型领域的多项突破，物理AI爆发的时代已近在眼前。公司原因： 1、据券商中国6月5日报道，绿的谐波涨停可能与互联网上一个贴子有关。署名为“Serenity”的财经博主发文称：绿的谐波是我在布局人形机器人赛道时最青睐的中国上市标的。资料显示，“Serenity”是近期很火的一个超级散户，半年收益达4502.45%。 2、据2026年4月23日年报，公司进一步巩固了在具身智能场景谐波减速器的领先地位，客户数量和产品出货量大幅度提高，市场占有率全球领先。 3、据2026年4月23日年报，公司是国内谐波减速器行业龙头，全球唯一实现精密谐波减速器全零部件自主供应的制造商，打破了国际品牌垄断，产品已实现国际头部机器人客户批量交付，并推出了专用于具身智能场景的轻量化专用关节模组。	公司专业从事精密传动装置的研产销，生产的谐波减速器绝大部分用于机器人行业，为全球第二大厂商	2026-05-08\|262.99\|14.11\|230.50\|270.99\|228.58\|164801;2026-05-11\|271.00\|3.05\|265.86\|277.77\|260.21\|147362;2026-05-12\|273.87\|1.06\|269.00\|279.50\|266.04\|115062;2026-05-13\|279.65\|2.11\|268.88\|282.09\|265.00\|105465;2026-05-14\|265.00\|-5.24\|282.00\|282.74\|265.00\|121145;2026-05-15\|305.50\|15.28\|265.50\|315.00\|262.00\|201244;2026-05-18\|322.88\|5.69\|300.00\|331.76\|297.36\|166182;2026-05-19\|326.17\|1.02\|323.00\|332.80\|315.01\|139024;2026-05-20\|323.66\|-0.77\|320.00\|325.99\|315.45\|103037;2026-05-21\|335.00\|3.50\|321.00\|353.80\|320.99\|184043;2026-05-22\|342.00\|2.09\|335.00\|344.20\|322.72\|132329;2026-05-25\|349.00\|2.05\|338.58\|359.80\|330.23\|122540;2026-05-26\|338.47\|-3.02\|351.30\|383.88\|325.01\|187238;2026-05-27\|321.00\|-5.16\|332.80\|341.20\|318.80\|174650;2026-05-28\|316.13\|-1.52\|318.02\|318.80\|301.04\|128468;2026-05-29\|306.00\|-3.20\|319.99\|332.57\|302.00\|119841;2026-06-01\|287.30\|-6.11\|305.00\|309.68\|287.00\|116904;2026-06-02\|306.00\|6.51\|299.98\|318.77\|299.98\|128645;2026-06-03\|314.88\|2.90\|304.09\|330.58\|304.00\|138193;2026-06-04\|327.50\|4.01\|310.01\|340.60\|310.00\|144596;2026-06-05\|393.00\|20.00\|322.78\|393.00\|314.90\|223938;2026-06-08\|428.25\|8.97\|375.54\|450.20\|375.45\|290408;2026-06-09\|420.17\|-1.89\|413.00\|429.20\|393.98\|203292;2026-06-10\|424.00\|0.91\|412.00\|431.31\|400.13\|193173;2026-06-11\|367.00\|-13.44\|402.10\|407.96\|362.00\|217755;2026-06-12\|351.00\|-4.36\|372.18\|386.99\|348.00\|224885;2026-06-15\|372.62\|6.16\|355.00\|373.90\|347.98\|150833;2026-06-16\|376.22\|0.97\|371.99\|384.97\|363.50\|143780;2026-06-17\|381.60\|1.43\|370.88\|384.98\|364.47\|130003;2026-06-18\|408.01\|6.92\|381.60\|413.82\|375.64\|192016;2026-06-22\|393.31\|-3.60\|404.15\|415.76\|376.33\|194357;2026-06-23\|378.53\|-3.76\|381.00\|394.99\|366.15\|127752;2026-06-24\|383.18\|1.23\|378.00\|394.50\|368.00\|121115;2026-06-25\|391.00\|2.04\|380.00\|404.00\|373.00\|146612;2026-06-26\|369.46\|-5.51\|385.66\|396.76\|368.95\|121305;2026-06-29\|361.62\|-2.12\|368.22\|371.98\|345.00\|136531;2026-06-30\|417.86\|15.55\|372.00\|422.00\|362.00\|209998;2026-07-01\|423.98\|1.46\|406.00\|434.96\|400.28\|191197;2026-07-02\|413.05\|-2.58\|424.36\|458.00\|403.99\|208698;2026-07-03\|488.00\|18.15\|426.00\|495.66\|416.20\|269431;2026-07-06\|453.98\|-6.97\|475.00\|488.18\|453.50\|218286;2026-07-07\|465.07\|2.44\|454.49\|485.46\|437.07\|189724;2026-07-08\|391.00\|-15.93\|446.99\|449.00\|391.00\|196844;2026-07-09\|408.28\|4.42\|395.62\|409.97\|385.00\|137002;2026-07-10\|405.00\|-0.75\|391.00\|437.51\|390.99\|160425;2026-07-13\|379.51\|-6.29\|393.00\|411.70\|373.00\|121613;2026-07-14\|386.87\|1.94\|379.00\|394.69\|364.00\|114127;2026-07-15\|386.08\|-0.20\|394.78\|404.18\|375.20\|120344;2026-07-16\|378.61\|-1.93\|370.00\|402.98\|370.00\|107933;2026-07-17\|326.10\|-13.87\|382.85\|388.00\|322.00\|159513;2026-07-20\|300.88\|-7.73\|331.10\|335.89\|287.00\|149616;2026-07-21\|326.66\|8.57\|307.00\|326.96\|278.88\|136707;2026-07-22\|316.70\|-3.05\|326.50\|332.88\|312.20\|99728;2026-07-23\|308.29\|-2.66\|313.34\|320.89\|305.35\|73637;2026-07-24\|295.30\|-4.21\|290.00\|306.99\|290.00\|70753;2026-07-27\|311.50\|5.49\|298.00\|311.99\|295.80\|75524;2026-07-28\|293.03\|-5.93\|303.00\|313.11\|291.12\|79566;2026-07-29\|283.66\|-3.20\|294.69\|303.00\|276.10\|104829;2026-07-30\|261.00\|-7.99\|283.00\|288.00\|256.20\|121270;2026-07-31\|303.65\|16.34\|287.98\|312.94\|287.98\|150735;2026-08-03\|311.95\|2.73\|301.00\|326.00\|300.68\|159577;2026-08-04\|326.00\|4.50\|314.31\|327.49\|301.11\|127765;2026-08-05\|340.54\|4.46\|326.00\|345.00\|323.06\|139902;2026-08-06\|336.04\|-1.32\|334.15\|343.58\|330.11\|110326;2026-08-07\|347.76\|3.49\|340.47\|348.98\|329.78\|117456;2026-08-10\|333.89\|-3.99\|350.00\|351.00\|330.90\|93907;2026-08-11\|365.00\|9.32\|333.89\|371.60\|327.37\|156326;2026-08-12\|354.99\|-2.74\|358.26\|362.00\|352.30\|100778;2026-08-13\|346.00\|-2.53\|353.33\|367.47\|346.00\|106944;2026-08-14\|349.93\|1.14\|349.00\|352.99\|340.91\|73204;2026-08-17\|362.17\|3.50\|352.77\|362.47\|345.88\|91060;2026-08-18\|380.80\|5.14\|362.00\|385.37\|359.47\|152029;2026-08-19\|313.53\|-17.67\|366.57\|366.81\|310.00\|155672;2026-08-20\|310.00\|-1.13\|318.00\|321.00\|300.10\|90712;2026-08-21\|314.35\|1.40\|303.00\|319.20\|303.00\|68061;2026-08-24\|295.15\|-6.11\|310.00\|310.09\|290.07\|88214;2026-08-25\|301.76\|2.24\|292.50\|305.66\|290.58\|65060;2026-08-26\|292.87\|-2.95\|301.70\|305.21\|292.30\|56130;2026-08-27\|299.30\|2.20\|291.54\|299.97\|286.60\|75211;2026-08-28\|292.00\|-2.44\|299.00\|305.55\|291.00\|60897;2026-08-31\|300.49\|2.91\|286.00\|302.96\|284.40\|70928;2026-09-01\|290.02\|-3.48\|300.61\|302.90\|289.00\|52954;2026-09-02\|285.00\|-1.73\|288.00\|290.20\|283.50\|40161;2026-09-03\|290.41\|1.90\|294.00\|298.58\|284.56\|57678;2026-09-04\|279.80\|-3.65\|298.00\|304.00\|277.00\|68983;2026-09-07\|294.96\|5.42\|280.32\|299.93\|278.00\|94809;2026-09-08\|292.54\|-0.82\|295.30\|300.86\|290.28\|52557;2026-09-09\|290.50\|-0.70\|294.60\|295.60\|287.39\|37288;2026-09-10\|285.08\|-1.87\|288.00\|289.30\|284.00\|28799;2026-09-11\|280.66\|-1.55\|280.00\|283.00\|271.69\|53600
117941	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+PCB+数控机床+预增 1、据2025年3月6日投资者关系记录表，公司数控机床已用于人形机器人部分零部件加工制造，并具备相关应用案例和客户。 2、据2025年8月20日互动易，公司数控机床已批量用于光模块及PCB生产设备金属零部件加工，具备实际订单与客户案例。 3、据2025年1月28日公告，公司预计2025年净利润3.10–3.70亿元，同比增长51–80%，主因消费电子、新能源汽车等下游高景气带动机床销量提升。	公司主营业务为数控机床研产销，可加工人形机器人外框、关节等金属部件	2026-05-08\|133.71\|7.94\|130.92\|139.98\|128.00\|59485;2026-05-11\|132.51\|-0.90\|136.06\|142.00\|131.02\|86503;2026-05-12\|132.96\|0.34\|131.95\|134.90\|129.55\|43310;2026-05-13\|136.95\|3.00\|131.29\|139.30\|129.88\|39780;2026-05-14\|136.66\|-0.21\|135.36\|142.63\|134.00\|36302;2026-05-15\|137.18\|0.38\|136.38\|143.52\|135.12\|43326;2026-05-18\|135.05\|-1.55\|135.00\|139.80\|133.00\|35470;2026-05-19\|141.70\|4.92\|134.51\|142.91\|132.60\|32865;2026-05-20\|141.05\|-0.46\|139.00\|150.00\|139.00\|36872;2026-05-21\|140.97\|-0.06\|142.01\|148.30\|140.00\|47786;2026-05-22\|137.80\|-2.25\|139.57\|140.48\|133.01\|44270;2026-05-25\|135.30\|-1.81\|138.17\|139.67\|131.26\|36958;2026-05-26\|130.44\|-3.59\|135.30\|135.38\|128.00\|29796;2026-05-27\|124.52\|-4.54\|130.37\|130.45\|123.13\|44078;2026-05-28\|134.50\|8.01\|125.50\|137.44\|124.77\|46923;2026-05-29\|126.63\|-5.85\|133.79\|134.50\|125.00\|32679;2026-06-01\|125.92\|-0.56\|128.01\|129.79\|122.09\|28718;2026-06-02\|131.50\|4.43\|125.93\|134.46\|124.14\|30602;2026-06-03\|128.32\|-2.42\|130.79\|134.77\|126.62\|23485;2026-06-04\|130.73\|1.88\|126.50\|131.70\|125.00\|25363;2026-06-05\|138.65\|6.06\|129.66\|142.51\|128.50\|44057;2026-06-08\|137.37\|-0.92\|133.16\|143.04\|132.84\|36290;2026-06-09\|140.60\|2.35\|138.15\|143.32\|135.50\|48473;2026-06-10\|125.86\|-10.48\|135.69\|136.66\|121.04\|52833;2026-06-11\|122.39\|-2.76\|124.50\|125.50\|121.05\|26349;2026-06-12\|121.76\|-0.51\|125.52\|128.32\|121.33\|20449;2026-06-15\|130.40\|7.10\|122.98\|134.30\|122.98\|28192;2026-06-16\|146.11\|12.05\|130.39\|148.00\|130.39\|42644;2026-06-17\|146.50\|0.27\|144.18\|148.72\|142.00\|27841;2026-06-18\|146.80\|0.20\|145.50\|149.37\|142.65\|22926;2026-06-22\|132.00\|-10.08\|146.80\|147.14\|128.39\|39793;2026-06-23\|133.22\|0.92\|132.08\|146.08\|131.00\|38982;2026-06-24\|138.00\|3.74\|134.33\|140.80\|130.20\|40771;2026-06-25\|135.21\|-2.02\|136.99\|138.00\|129.51\|37811;2026-06-26\|126.00\|-6.81\|135.84\|135.84\|124.33\|30449;2026-06-29\|122.04\|-3.14\|127.00\|128.22\|118.70\|23203;2026-06-30\|143.80\|17.83\|122.26\|146.13\|122.00\|54600;2026-07-01\|138.86\|-3.44\|142.00\|145.48\|135.77\|30182;2026-07-02\|144.73\|4.23\|135.53\|151.73\|133.68\|51237;2026-07-03\|159.99\|10.54\|144.00\|161.39\|142.63\|77449;2026-07-06\|156.05\|-2.46\|160.51\|161.00\|150.18\|66607;2026-07-07\|149.08\|-4.47\|152.15\|157.50\|146.40\|43011;2026-07-08\|134.01\|-10.11\|150.00\|152.50\|132.01\|52863;2026-07-09\|143.50\|7.08\|135.14\|143.58\|130.51\|45026;2026-07-10\|139.07\|-3.09\|144.05\|147.80\|138.73\|27613;2026-07-13\|128.00\|-7.96\|138.50\|138.50\|126.32\|34676;2026-07-14\|133.68\|4.44\|128.99\|134.86\|126.00\|23289;2026-07-15\|136.90\|2.41\|135.01\|142.96\|134.37\|33193;2026-07-16\|134.74\|-1.58\|134.00\|139.80\|132.10\|25193;2026-07-17\|113.45\|-15.80\|133.01\|134.48\|113.00\|40360;2026-07-20\|105.60\|-6.92\|117.95\|119.60\|102.32\|36390;2026-07-21\|116.12\|9.96\|107.50\|116.99\|95.00\|48889;2026-07-22\|109.80\|-5.44\|113.60\|116.77\|109.06\|25117;2026-07-23\|107.17\|-2.40\|110.39\|112.84\|105.11\|24904;2026-07-24\|104.85\|-2.16\|106.00\|107.66\|102.00\|16207;2026-07-27\|108.40\|3.39\|103.83\|108.58\|102.09\|18381;2026-07-28\|101.64\|-6.24\|107.00\|108.42\|100.80\|17818;2026-07-29\|101.75\|0.11\|101.00\|103.88\|95.58\|24123;2026-07-30\|94.10\|-7.52\|100.01\|103.50\|93.00\|27336;2026-07-31\|100.57\|6.88\|100.01\|106.86\|100.00\|29432;2026-08-03\|99.06\|-1.50\|100.07\|104.25\|97.81\|18309;2026-08-04\|114.30\|15.38\|101.61\|114.49\|101.01\|43845;2026-08-05\|119.39\|4.45\|113.70\|123.00\|111.50\|31090;2026-08-06\|121.59\|1.84\|119.34\|123.98\|117.11\|20524;2026-08-07\|125.23\|2.99\|123.49\|126.42\|120.58\|22813;2026-08-10\|124.00\|-0.98\|125.76\|125.87\|120.88\|19770;2026-08-11\|123.87\|-0.10\|124.23\|127.15\|122.11\|16178;2026-08-12\|126.01\|1.73\|124.00\|128.50\|123.44\|16867;2026-08-13\|126.07\|0.05\|126.50\|134.44\|126.00\|19474;2026-08-14\|129.10\|2.40\|127.37\|131.25\|125.76\|15183;2026-08-17\|131.02\|1.49\|129.99\|131.58\|127.00\|18334;2026-08-18\|130.01\|-0.77\|130.15\|132.30\|128.00\|17741;2026-08-19\|116.86\|-10.11\|127.80\|129.00\|115.52\|27328;2026-08-20\|120.76\|3.34\|119.00\|122.20\|116.46\|22269;2026-08-21\|120.01\|-0.62\|122.50\|123.52\|117.07\|18781;2026-08-24\|119.00\|-0.84\|120.01\|120.56\|114.60\|22726;2026-08-25\|120.71\|1.44\|119.56\|124.20\|117.25\|40892;2026-08-26\|119.51\|-0.99\|120.20\|124.99\|114.68\|26838;2026-08-27\|131.99\|10.44\|121.65\|132.50\|119.50\|38823;2026-08-28\|127.37\|-3.50\|131.99\|134.50\|127.00\|26084;2026-08-31\|135.99\|6.77\|126.00\|137.08\|124.61\|35095;2026-09-01\|129.79\|-4.56\|135.16\|136.00\|129.15\|21576;2026-09-02\|130.43\|0.49\|129.00\|133.58\|126.11\|18821;2026-09-03\|132.45\|1.55\|131.00\|134.99\|127.80\|23093;2026-09-04\|124.98\|-5.64\|134.00\|135.87\|123.19\|32827;2026-09-07\|128.35\|2.70\|125.80\|129.91\|124.01\|18748;2026-09-08\|121.85\|-5.06\|127.25\|128.25\|120.78\|22534;2026-09-09\|121.60\|-0.21\|122.00\|124.99\|119.11\|19834;2026-09-10\|119.11\|-2.05\|120.03\|121.43\|118.00\|10738;2026-09-11\|114.80\|-3.62\|117.10\|118.62\|112.59\|14680
117940	优必选50余款“超仿生人形机器人”首发亮相	涨停揭秘：七腾机器人要约收购进入尾声叠加LNG运贸龙头地位及年报高增长；涨停缘由：七腾机器人以13.28元/股要约收购15%股份，预受比例达14.8545%，收购后实控人将变更为七腾机器人，公司LNG运贸一体化能力突出且2025年净利同比大增208.98%；资金逻辑：主力资金净流入6478.1万元，封单金额1.06亿元，控股权变更题材获主流资金高度认可；风险提示：静态市盈率为负，一季报净利转亏，收购完成尚需监管审批，短期涨幅已显著偏离基本面，存在回调风险	公司控股股东将变更为七腾机器人	2026-05-08\|49.99\|6.70\|46.82\|50.48\|46.45\|64552;2026-05-11\|54.99\|10.00\|50.61\|54.99\|50.61\|60366;2026-05-12\|53.35\|-2.98\|55.00\|58.48\|51.70\|135390;2026-05-13\|53.76\|0.77\|53.40\|54.95\|52.48\|71536;2026-05-14\|53.11\|-1.21\|53.76\|54.90\|52.67\|56418;2026-05-15\|55.22\|3.97\|53.08\|56.50\|52.00\|83626;2026-05-18\|56.97\|3.17\|56.39\|57.48\|54.54\|68224;2026-05-19\|58.69\|3.02\|56.96\|58.80\|55.60\|89395;2026-05-20\|56.90\|-3.05\|58.01\|59.32\|56.45\|67858;2026-05-21\|61.37\|7.86\|56.83\|62.59\|56.71\|198191;2026-05-22\|61.52\|0.24\|58.70\|62.00\|57.28\|142328;2026-05-25\|61.66\|0.23\|62.00\|66.33\|60.39\|105245;2026-05-26\|67.83\|10.01\|61.67\|67.83\|60.80\|116424;2026-05-27\|69.78\|2.87\|69.86\|72.56\|69.25\|145776;2026-06-29\|51.25\|6.59\|51.44\|52.55\|43.27\|237477;2026-06-30\|56.38\|10.01\|52.32\|56.38\|52.32\|191933;2026-07-01\|62.02\|10.00\|54.89\|62.02\|54.88\|143958;2026-07-02\|61.60\|-0.68\|63.05\|65.78\|60.00\|191695;2026-07-03\|63.49\|3.07\|62.99\|67.76\|61.00\|201045;2026-07-06\|66.17\|4.22\|62.86\|66.34\|59.90\|182339;2026-07-07\|61.00\|-7.81\|65.00\|68.00\|60.80\|143424;2026-07-08\|58.34\|-4.36\|61.00\|62.80\|56.80\|127260;2026-07-09\|59.50\|1.99\|58.80\|61.63\|58.00\|89562;2026-07-10\|61.71\|3.71\|59.25\|65.45\|57.73\|136696;2026-07-13\|55.54\|-10.00\|61.09\|61.68\|55.54\|85206;2026-07-14\|52.48\|-5.51\|55.35\|56.50\|50.00\|129239;2026-07-15\|52.20\|-0.53\|53.84\|54.80\|52.00\|82972;2026-07-16\|53.28\|2.07\|52.46\|53.99\|49.46\|122237;2026-07-17\|47.95\|-10.00\|53.31\|53.32\|47.95\|84028;2026-07-20\|43.16\|-9.99\|47.09\|47.95\|43.16\|120440;2026-07-21\|45.16\|4.63\|42.94\|46.46\|38.84\|164223;2026-07-22\|46.11\|2.10\|45.36\|46.55\|44.00\|94699;2026-07-23\|46.47\|0.78\|45.92\|46.63\|44.05\|54729;2026-07-24\|41.83\|-9.98\|45.50\|45.56\|41.83\|95431;2026-07-27\|44.35\|6.02\|41.83\|46.01\|41.53\|144771;2026-07-28\|42.95\|-3.16\|44.69\|46.33\|42.50\|136218;2026-07-29\|38.70\|-9.90\|42.80\|43.50\|38.66\|115683;2026-07-30\|37.10\|-4.13\|38.58\|40.15\|36.31\|102943;2026-07-31\|38.92\|4.91\|38.72\|40.81\|38.53\|115968;2026-08-03\|42.81\|9.99\|38.92\|42.81\|38.92\|51592;2026-08-04\|47.09\|10.00\|43.66\|47.09\|43.20\|170278;2026-08-05\|50.20\|6.60\|49.07\|50.88\|48.00\|161533;2026-08-06\|52.49\|4.56\|50.20\|53.60\|49.50\|109025;2026-08-07\|55.47\|5.68\|52.95\|55.80\|52.68\|98695;2026-08-10\|57.46\|3.59\|55.61\|57.55\|55.10\|75386;2026-08-11\|55.87\|-2.77\|56.36\|57.39\|54.05\|86329;2026-08-12\|57.00\|2.02\|56.02\|57.20\|55.34\|64348;2026-08-13\|55.15\|-3.25\|57.04\|57.99\|55.01\|74558;2026-08-14\|51.45\|-6.71\|55.00\|55.14\|49.67\|141566;2026-08-17\|49.38\|-4.02\|51.90\|52.00\|48.38\|121304;2026-08-18\|50.13\|1.52\|49.31\|51.95\|48.79\|167959;2026-08-19\|45.12\|-9.99\|50.04\|50.07\|45.12\|99329;2026-08-20\|44.63\|-1.09\|44.34\|45.28\|40.65\|99908;2026-08-21\|44.72\|0.20\|45.00\|46.41\|44.00\|63958;2026-08-24\|43.67\|-2.35\|44.49\|45.07\|42.30\|60673;2026-08-25\|43.31\|-0.82\|44.00\|44.50\|41.80\|62530;2026-08-26\|42.40\|-2.10\|43.26\|43.90\|41.90\|49215;2026-08-27\|44.09\|3.99\|42.42\|44.46\|42.20\|55013;2026-08-28\|43.26\|-1.88\|43.82\|44.70\|43.22\|49695;2026-08-31\|43.80\|1.25\|42.54\|45.00\|42.01\|52400;2026-09-01\|43.64\|-0.37\|44.00\|45.80\|43.26\|61213;2026-09-02\|42.61\|-2.36\|43.23\|43.35\|42.19\|33713;2026-09-03\|42.72\|0.26\|42.65\|43.87\|42.56\|37642;2026-09-04\|42.05\|-1.57\|42.72\|43.60\|41.60\|44449;2026-09-07\|45.08\|7.21\|42.05\|45.50\|41.80\|78832;2026-09-08\|43.53\|-3.44\|45.40\|46.08\|43.37\|67102;2026-09-09\|43.13\|-0.92\|43.97\|44.53\|42.33\|41990;2026-09-10\|42.55\|-1.34\|42.87\|44.21\|42.11\|67917;2026-09-11\|41.50\|-2.47\|42.00\|42.50\|39.98\|81113
117939	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+行星滚柱丝杠+股权激励行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月15日年报，公司明确将机器人核心零部件定位为第二增长曲线，围绕机器人金属结构件、行星滚柱丝杠、机器人电机进行全链条布局，已具备三大核心零部件的自主研发与生产能力。 2、据2026年4月15日年报，公司与江苏润孚动力共同出资设立江苏润泰机器人有限公司，专注应用于机器人和汽车底盘系统的行星滚柱丝杠研发、生产与销售业务。 3、据2026年6月3日公告，公司完成2026年限制性股票激励计划授予，向82名激励对象授予253.70万股，业绩考核目标为以2025年营收为基数，2026年营收增长率不低于15%。	公司与江苏润孚动力共同设立“江苏润泰机器人科技有限公司”，子公司润泰将开展用于人形机器人和汽车底盘系统的行星滚柱丝杠、滚珠丝杠的研发、生产业务	2026-05-08\|37.30\|2.75\|36.30\|37.88\|35.80\|162401;2026-05-11\|39.05\|4.69\|37.44\|39.16\|36.95\|159470;2026-05-12\|38.96\|-0.23\|39.88\|39.95\|38.00\|168430;2026-05-13\|39.30\|0.87\|38.95\|39.66\|38.76\|102046;2026-05-14\|39.50\|0.51\|39.31\|40.60\|38.89\|115209;2026-05-15\|39.49\|-0.03\|39.35\|40.98\|39.00\|184552;2026-05-18\|39.95\|1.16\|40.06\|41.00\|39.80\|150691;2026-05-19\|39.94\|-0.03\|40.62\|40.63\|39.41\|105759;2026-05-20\|40.67\|1.83\|39.65\|40.90\|39.50\|108476;2026-05-21\|41.76\|2.68\|40.58\|43.80\|40.47\|175425;2026-05-22\|41.15\|-1.46\|41.23\|42.10\|40.74\|136745;2026-05-25\|40.44\|-1.73\|41.50\|41.84\|40.20\|111878;2026-05-26\|39.51\|-2.30\|40.72\|40.85\|38.83\|122565;2026-05-27\|38.41\|-2.78\|39.51\|39.96\|38.26\|83404;2026-05-28\|38.39\|-0.05\|38.27\|38.80\|37.80\|73514;2026-05-29\|36.10\|-5.97\|38.58\|38.81\|35.76\|115611;2026-06-01\|35.75\|-0.97\|36.08\|36.47\|34.40\|133703;2026-06-02\|36.04\|0.81\|36.00\|36.59\|35.29\|83797;2026-06-03\|35.71\|-0.92\|36.08\|37.48\|35.30\|94990;2026-06-04\|36.10\|1.09\|35.22\|36.48\|35.04\|77623;2026-06-05\|35.77\|-0.91\|36.50\|36.71\|35.30\|92803;2026-06-08\|34.44\|-3.72\|32.48\|35.49\|32.32\|130954;2026-06-09\|35.79\|3.92\|35.13\|35.95\|34.11\|90429;2026-06-10\|34.25\|-4.30\|35.80\|36.04\|34.01\|73543;2026-06-11\|33.85\|-1.17\|33.35\|34.51\|33.15\|79259;2026-06-12\|33.45\|-1.18\|34.21\|34.59\|33.33\|61440;2026-06-15\|36.25\|8.37\|33.60\|36.60\|33.60\|83305;2026-06-16\|34.24\|-5.54\|35.30\|36.20\|34.11\|133472;2026-06-17\|36.05\|5.29\|34.00\|36.87\|33.58\|140272;2026-06-18\|35.67\|-0.47\|35.86\|36.29\|35.08\|83272;2026-06-22\|34.68\|-2.78\|35.67\|35.96\|33.16\|116944;2026-06-23\|37.15\|7.12\|34.31\|37.77\|33.88\|173938;2026-06-24\|37.23\|0.22\|37.05\|38.00\|36.11\|116689;2026-06-25\|35.57\|-4.46\|36.92\|37.00\|35.30\|115885;2026-06-26\|32.88\|-7.56\|35.64\|35.89\|32.86\|107579;2026-06-29\|35.79\|8.85\|32.54\|35.99\|32.03\|155703;2026-06-30\|39.37\|10.00\|35.79\|39.37\|35.50\|154416;2026-07-01\|39.12\|-0.64\|39.83\|41.05\|38.68\|168951;2026-07-02\|38.70\|-1.07\|39.50\|40.60\|38.51\|107481;2026-07-03\|38.86\|0.41\|38.70\|40.20\|38.32\|139095;2026-07-06\|36.69\|-5.58\|39.60\|39.88\|36.50\|122539;2026-07-07\|34.91\|-4.85\|36.31\|37.30\|34.20\|104146;2026-07-08\|33.89\|-2.92\|34.40\|35.75\|33.65\|84701;2026-07-09\|34.30\|1.21\|34.22\|35.95\|31.37\|135514;2026-07-10\|33.80\|-1.46\|33.87\|35.50\|33.51\|98582;2026-07-13\|31.53\|-6.72\|33.25\|33.71\|31.31\|80856;2026-07-14\|34.68\|9.99\|31.60\|34.68\|30.30\|124393;2026-07-15\|31.21\|-10.01\|35.34\|35.43\|31.21\|132746;2026-07-16\|29.00\|-7.08\|31.07\|31.07\|28.09\|140413;2026-07-17\|26.10\|-10.00\|28.98\|28.98\|26.10\|119606;2026-07-20\|23.49\|-10.00\|26.11\|26.18\|23.49\|126496;2026-07-21\|25.84\|10.00\|23.23\|25.84\|21.14\|209907;2026-07-22\|24.95\|-3.44\|25.30\|25.43\|23.92\|123562;2026-07-23\|25.55\|2.40\|24.64\|25.80\|24.31\|88941;2026-07-24\|25.48\|-0.27\|25.31\|25.61\|24.56\|63428;2026-07-27\|25.62\|0.55\|24.80\|25.80\|24.80\|80852;2026-07-28\|23.91\|-6.67\|25.20\|25.50\|23.73\|80384;2026-07-29\|24.19\|1.17\|23.80\|24.32\|23.21\|77811;2026-07-30\|22.86\|-5.50\|24.00\|24.20\|22.23\|70192;2026-07-31\|23.25\|1.71\|23.46\|24.12\|23.10\|71241;2026-08-03\|23.97\|3.10\|23.29\|24.49\|23.24\|65492;2026-08-04\|25.48\|6.30\|23.97\|25.69\|23.85\|81256;2026-08-05\|26.34\|3.38\|25.50\|26.41\|25.40\|73212;2026-08-06\|26.42\|0.30\|26.11\|26.71\|25.96\|53174;2026-08-07\|26.59\|0.64\|26.49\|27.18\|25.85\|63402;2026-08-10\|25.63\|-3.61\|26.70\|26.70\|25.28\|53986;2026-08-11\|25.76\|0.51\|25.55\|25.92\|25.13\|40235;2026-08-12\|25.88\|0.47\|25.70\|26.25\|25.66\|44273;2026-08-13\|25.88\|0.00\|25.90\|26.55\|25.73\|48828;2026-08-14\|26.18\|1.16\|25.96\|26.25\|25.51\|37554;2026-08-17\|27.75\|6.00\|26.19\|27.84\|26.19\|90537;2026-08-18\|29.02\|4.58\|28.03\|30.53\|27.98\|173998;2026-08-19\|27.20\|-6.27\|28.86\|28.86\|26.81\|123430;2026-08-20\|27.70\|1.84\|27.50\|27.79\|26.79\|61027;2026-08-21\|28.33\|2.27\|27.84\|29.00\|27.00\|84311;2026-08-24\|28.08\|-0.88\|28.78\|28.82\|27.60\|73599;2026-08-25\|28.05\|-0.11\|27.80\|28.45\|27.50\|47626;2026-08-26\|27.77\|-1.00\|27.98\|28.09\|27.33\|38864;2026-08-27\|27.50\|-0.97\|27.99\|27.99\|27.30\|51044;2026-08-28\|26.85\|-2.36\|27.40\|27.88\|26.80\|62668;2026-08-31\|27.49\|2.38\|26.68\|27.59\|26.22\|54675;2026-09-01\|26.61\|-3.20\|27.40\|27.63\|26.58\|56427;2026-09-02\|26.38\|-0.86\|26.31\|26.65\|25.98\|37255;2026-09-03\|25.97\|-1.55\|26.50\|26.88\|25.92\|37360;2026-09-04\|24.76\|-4.66\|26.21\|26.27\|24.64\|61850;2026-09-07\|25.23\|1.90\|24.89\|25.39\|24.51\|45282;2026-09-08\|25.46\|0.91\|25.20\|25.81\|24.93\|36715;2026-09-09\|25.10\|-1.41\|25.47\|25.83\|25.01\|33326;2026-09-10\|24.47\|-2.51\|25.10\|25.10\|24.40\|27922;2026-09-11\|23.32\|-4.70\|24.14\|24.47\|23.20\|48664
117938	优必选50余款“超仿生人形机器人”首发亮相	机器人+精密制造+智能制造行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月25日年报，公司长期专注于各类精密机械零部件的研发制造，产品涵盖工业机器人底座、大臂、转座、连接体等，并已向国内工业机器人头部企业批量供应机械臂、关节头等精密零件。 2、据2026年4月25日年报，公司具备模具自主开发、铸造/锻造、精密机械加工及表面处理全工序闭环的一体化制造能力，产品广泛应用于商用车、工程机械、液压机械及商用压缩机等多个高端制造领域。 3、据2026年6月29日互动易，“精密液压零部件智能制造项目”截至2026年5月31日已累计投入14,921.79万元，公司将结合市场环境，合理规划并有序推进产线智能化升级与产能优化建设。	公司减速类产品主要应用于工程机械行走马达等，表示现正积极开发机器人零部件产品市场，如机械臂和关节头等相关零件产品	2026-05-08\|32.10\|2.88\|31.25\|33.20\|31.00\|114331;2026-05-11\|32.60\|1.56\|32.50\|33.00\|31.01\|99412;2026-05-12\|31.81\|-2.42\|32.59\|33.26\|31.25\|65633;2026-05-13\|30.13\|-5.28\|31.67\|31.83\|29.58\|125572;2026-05-14\|30.91\|2.59\|30.28\|32.08\|30.00\|83585;2026-05-15\|31.01\|0.32\|30.94\|32.52\|30.32\|84944;2026-05-18\|30.04\|-3.13\|31.02\|31.49\|29.81\|65430;2026-05-19\|29.09\|-3.16\|30.19\|30.24\|28.88\|54662;2026-05-20\|29.53\|1.51\|28.95\|30.49\|28.34\|59138;2026-05-21\|28.57\|-3.25\|29.49\|30.64\|28.44\|56207;2026-05-22\|27.88\|-2.42\|28.56\|28.81\|27.61\|57722;2026-05-25\|28.60\|2.58\|28.38\|30.38\|28.20\|113968;2026-05-26\|28.60\|0.00\|28.32\|30.09\|27.85\|80018;2026-05-27\|27.55\|-3.67\|28.60\|29.17\|26.88\|72670;2026-05-28\|27.25\|-1.09\|27.49\|27.69\|26.55\|42704;2026-05-29\|26.32\|-3.41\|27.31\|27.49\|26.06\|57177;2026-06-01\|26.10\|-0.84\|26.39\|26.69\|25.85\|51192;2026-06-02\|25.89\|-0.80\|26.26\|26.48\|25.00\|45820;2026-06-03\|26.17\|1.08\|25.89\|26.70\|25.35\|44636;2026-06-04\|25.59\|-2.22\|26.04\|26.49\|25.46\|46345;2026-06-05\|25.55\|-0.16\|25.48\|26.12\|24.74\|39338;2026-06-08\|24.27\|-5.01\|24.48\|25.29\|23.87\|64710;2026-06-09\|23.32\|-3.91\|24.41\|24.63\|23.12\|75478;2026-06-10\|23.21\|-0.47\|23.32\|24.79\|22.96\|93210;2026-06-11\|23.22\|0.04\|22.92\|23.65\|22.62\|50449;2026-06-12\|23.20\|-0.09\|23.64\|23.95\|22.95\|45259;2026-06-15\|23.79\|2.54\|23.30\|24.56\|23.21\|51076;2026-06-16\|24.12\|1.39\|23.81\|24.47\|23.30\|40171;2026-06-17\|23.81\|-1.29\|23.99\|24.50\|23.71\|46111;2026-06-18\|23.86\|0.21\|23.77\|24.46\|23.00\|48096;2026-06-22\|23.45\|-1.72\|23.86\|24.85\|22.85\|70446;2026-06-23\|25.80\|10.02\|23.90\|25.80\|23.50\|45389;2026-06-24\|26.63\|3.22\|25.97\|27.90\|25.17\|215264;2026-06-25\|25.24\|-5.22\|26.50\|27.90\|25.00\|160668;2026-06-26\|25.65\|1.62\|24.95\|26.29\|23.91\|118267;2026-06-29\|24.85\|-3.12\|25.14\|26.44\|23.99\|90847;2026-06-30\|27.34\|10.02\|24.61\|27.34\|24.20\|137166;2026-07-01\|29.72\|8.71\|28.23\|29.90\|27.00\|172154;2026-07-02\|28.56\|-3.90\|29.12\|30.50\|28.54\|108359;2026-07-03\|29.95\|4.87\|29.17\|30.49\|29.00\|108451;2026-07-06\|28.11\|-6.14\|29.75\|29.85\|27.96\|79546;2026-07-07\|27.38\|-2.60\|27.97\|28.40\|27.05\|49003;2026-07-08\|26.24\|-4.16\|27.29\|27.32\|25.54\|67454;2026-07-09\|27.46\|4.65\|26.24\|28.60\|26.24\|82993;2026-07-10\|26.94\|-1.89\|27.30\|28.50\|26.70\|72609;2026-07-13\|24.25\|-9.99\|26.60\|26.79\|24.25\|61896;2026-07-14\|25.15\|3.71\|24.00\|25.68\|23.33\|63817;2026-07-15\|26.53\|5.49\|25.97\|27.67\|25.50\|109462;2026-07-16\|26.00\|-2.00\|25.37\|26.60\|25.37\|73727;2026-07-17\|23.40\|-10.00\|25.96\|26.00\|23.40\|87783;2026-07-20\|21.06\|-10.00\|23.72\|24.91\|21.06\|92093;2026-07-21\|20.98\|-0.38\|20.86\|21.24\|18.95\|117488;2026-07-22\|20.70\|-1.33\|20.99\|21.50\|20.45\|58318;2026-07-23\|20.29\|-1.98\|20.50\|20.96\|19.98\|55323;2026-07-24\|19.44\|-4.19\|19.89\|20.45\|19.34\|44917;2026-07-27\|20.78\|6.89\|19.44\|20.79\|19.00\|69119;2026-07-28\|19.88\|-4.33\|20.51\|21.40\|19.74\|61607;2026-07-29\|20.10\|1.11\|19.92\|21.46\|19.53\|99054;2026-07-30\|20.29\|0.95\|20.29\|21.40\|19.68\|115996;2026-07-31\|21.18\|4.39\|20.49\|22.00\|20.49\|139238;2026-08-03\|20.34\|-3.97\|20.70\|21.08\|19.60\|119641;2026-08-04\|22.37\|9.98\|20.50\|22.37\|20.20\|107366;2026-08-05\|23.05\|3.04\|23.35\|23.40\|22.58\|104546;2026-08-06\|22.98\|-0.30\|22.74\|23.35\|22.47\|58937;2026-08-07\|23.08\|0.44\|22.78\|23.31\|22.50\|44745;2026-08-10\|22.61\|-2.04\|23.27\|23.35\|22.39\|50424;2026-08-11\|22.20\|-1.81\|22.61\|22.61\|21.51\|67779;2026-08-12\|22.39\|0.86\|22.00\|22.70\|21.83\|49901;2026-08-13\|24.63\|10.00\|22.59\|24.63\|22.27\|93899;2026-08-14\|23.13\|-6.09\|24.69\|24.88\|23.03\|112786;2026-08-17\|23.06\|-0.30\|23.38\|23.48\|22.36\|69954;2026-08-18\|22.97\|-0.39\|22.96\|23.23\|22.55\|52641;2026-08-19\|21.59\|-6.01\|22.70\|22.85\|21.45\|58654;2026-08-20\|21.50\|-0.42\|21.97\|22.19\|21.48\|38305;2026-08-21\|22.22\|3.35\|21.55\|22.41\|21.00\|47528;2026-08-24\|21.68\|-2.43\|22.25\|22.41\|21.15\|48429;2026-08-25\|21.75\|0.32\|21.68\|21.97\|21.27\|30104;2026-08-26\|21.40\|-1.61\|21.78\|21.93\|21.11\|30238;2026-08-27\|21.16\|-1.12\|21.75\|21.76\|21.09\|37260;2026-08-28\|21.11\|-0.24\|21.13\|21.62\|20.94\|42143;2026-08-31\|23.22\|10.00\|21.11\|23.22\|20.86\|96979;2026-09-01\|22.82\|-1.72\|23.33\|23.80\|22.77\|115737;2026-09-02\|22.35\|-2.06\|22.78\|22.83\|22.11\|56796;2026-09-03\|22.92\|2.55\|22.57\|23.35\|22.45\|79291;2026-09-04\|21.90\|-4.45\|22.92\|23.10\|21.76\|68235;2026-09-07\|21.85\|-0.23\|22.33\|22.49\|21.80\|42645;2026-09-08\|21.64\|-0.96\|21.85\|22.10\|21.50\|44178;2026-09-09\|21.48\|-0.74\|21.60\|21.92\|21.30\|35337;2026-09-10\|21.07\|-1.91\|21.23\|21.33\|20.89\|37813;2026-09-11\|20.48\|-2.80\|20.78\|20.84\|19.88\|42753
117937	优必选50余款“超仿生人形机器人”首发亮相	机器人+优必选合作+锂电循环扭亏行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月30日港股快讯，优必选旗下品牌研发的全球首款全尺寸超仿生人形机器人于今日即将亮相，优必选港股午后涨近10%；据2026年5月13日机构调研，公司与优必选共同成立合资公司，合作开发基于双足人形机器人的工业场景及商业场景应用解决方案，已与长城汽车、东风猛士等签订业务订单。 2、据2026年4月28日一季报，公司锂电池循环业务受益于钴、锂等产品价格上涨及产能利用率提升，营业收入同比增长205.09%，毛利率达22.61%，实现扭亏为盈。	公司与银河通用、优必选科技等提供包括轮式、双足等多品类机器人产品及差异化智能制造解决方案，银河通用成为2026春晚指定具身大模型机器人	2026-05-08\|26.96\|10.00\|24.40\|26.96\|24.22\|512991;2026-05-11\|26.95\|-0.04\|27.77\|27.77\|26.28\|820701;2026-05-12\|26.60\|-1.30\|26.85\|27.61\|26.40\|531102;2026-05-13\|26.48\|-0.45\|26.35\|26.63\|26.01\|364832;2026-05-14\|27.56\|4.08\|26.73\|27.77\|26.06\|792488;2026-05-15\|28.20\|2.32\|27.29\|29.96\|26.98\|861251;2026-05-18\|28.56\|1.28\|27.20\|29.20\|26.51\|626760;2026-05-19\|28.06\|-1.75\|28.06\|28.99\|27.51\|420740;2026-05-20\|26.10\|-6.99\|27.51\|27.53\|26.01\|479253;2026-05-21\|26.35\|0.96\|26.10\|27.28\|25.92\|490973;2026-05-22\|26.43\|0.30\|25.95\|26.75\|24.91\|361486;2026-05-25\|25.59\|-3.18\|26.49\|26.63\|25.55\|317698;2026-05-26\|24.60\|-3.87\|25.26\|26.00\|24.19\|363565;2026-05-27\|23.04\|-6.34\|24.24\|24.50\|22.81\|360136;2026-05-28\|22.70\|-1.48\|22.94\|23.20\|22.12\|235062;2026-05-29\|21.45\|-5.51\|22.73\|22.93\|21.30\|238484;2026-06-01\|21.61\|0.75\|21.55\|22.13\|21.32\|153805;2026-06-02\|21.32\|-1.34\|21.78\|22.10\|21.15\|185853;2026-06-03\|21.18\|-0.66\|21.27\|21.79\|20.85\|173131;2026-06-04\|21.45\|1.27\|21.06\|22.22\|20.86\|250236;2026-06-05\|21.92\|2.19\|21.34\|22.54\|20.65\|318609;2026-06-08\|23.74\|8.30\|21.50\|24.03\|21.45\|520461;2026-06-09\|22.64\|-4.63\|23.56\|23.60\|22.23\|387042;2026-06-10\|21.11\|-6.76\|22.20\|22.46\|20.91\|267671;2026-06-11\|20.09\|-4.83\|20.50\|20.69\|19.81\|239498;2026-06-12\|20.17\|0.40\|20.51\|20.75\|20.06\|184769;2026-06-15\|20.57\|1.98\|20.41\|20.66\|20.20\|139620;2026-06-16\|20.97\|1.94\|20.62\|21.15\|20.05\|180329;2026-06-17\|20.61\|-1.72\|20.86\|20.95\|20.30\|148522;2026-06-18\|20.80\|0.92\|20.62\|21.05\|20.31\|149624;2026-06-22\|20.52\|-1.35\|20.74\|20.75\|19.73\|236472;2026-06-23\|20.59\|0.34\|20.54\|21.48\|20.40\|214007;2026-06-24\|20.44\|-0.73\|20.97\|21.13\|20.05\|177751;2026-06-25\|19.96\|-2.35\|20.32\|20.80\|19.85\|182250;2026-06-26\|19.09\|-4.36\|19.87\|19.91\|19.09\|175897;2026-06-29\|18.80\|-1.52\|19.00\|19.24\|18.42\|170411;2026-06-30\|20.68\|10.00\|18.80\|20.68\|18.71\|281948;2026-07-01\|20.98\|1.45\|20.27\|21.32\|20.27\|355359;2026-07-02\|20.90\|-0.38\|21.14\|21.91\|20.84\|349045;2026-07-03\|21.99\|5.22\|21.08\|22.44\|20.88\|479509;2026-07-06\|20.49\|-6.82\|21.96\|21.98\|20.47\|361349;2026-07-07\|19.79\|-3.42\|20.42\|21.32\|19.75\|229847;2026-07-08\|18.58\|-6.11\|19.79\|19.98\|18.55\|184397;2026-07-09\|18.43\|-0.81\|18.57\|18.72\|17.65\|186923;2026-07-10\|18.62\|1.03\|18.29\|19.20\|18.08\|185445;2026-07-13\|17.17\|-7.79\|18.45\|18.45\|17.07\|169837;2026-07-14\|17.24\|0.41\|17.12\|17.28\|16.58\|139987;2026-07-15\|17.37\|0.75\|17.29\|17.77\|16.97\|117292;2026-07-16\|17.24\|-0.75\|17.10\|17.63\|16.94\|121355;2026-07-17\|16.25\|-5.47\|17.30\|17.42\|16.02\|150655;2026-07-20\|15.53\|-4.43\|16.34\|16.53\|15.27\|163734;2026-07-21\|15.93\|2.58\|15.66\|15.97\|14.51\|185294;2026-07-22\|15.54\|-2.45\|15.82\|15.93\|15.36\|125993;2026-07-23\|16.06\|3.35\|15.44\|16.14\|15.36\|127622;2026-07-24\|15.52\|-3.36\|15.92\|16.00\|15.45\|86279;2026-07-27\|16.10\|3.74\|15.51\|16.13\|15.44\|110020;2026-07-28\|16.28\|1.12\|15.92\|16.55\|15.86\|117177;2026-07-29\|16.50\|1.35\|16.46\|16.60\|16.02\|131999;2026-07-30\|15.97\|-3.21\|16.33\|16.54\|15.89\|114768;2026-07-31\|16.54\|3.57\|16.30\|16.82\|16.24\|149092;2026-08-03\|17.13\|3.57\|16.64\|17.16\|16.55\|137376;2026-08-04\|18.09\|5.60\|17.22\|18.57\|17.00\|264684;2026-08-05\|17.97\|-0.66\|18.00\|18.36\|17.70\|315988;2026-08-06\|17.78\|-1.06\|18.08\|18.14\|17.57\|170230;2026-08-07\|17.81\|0.17\|17.96\|18.00\|17.36\|135237;2026-08-10\|17.91\|0.56\|17.88\|18.05\|17.51\|119484;2026-08-11\|17.97\|0.34\|17.75\|18.22\|17.51\|154121;2026-08-12\|18.07\|0.56\|18.08\|18.19\|17.89\|100132;2026-08-13\|17.68\|-2.16\|18.07\|18.18\|17.68\|107033;2026-08-14\|17.74\|0.34\|17.87\|17.87\|17.49\|82947;2026-08-17\|18.04\|1.69\|17.82\|18.20\|17.53\|106978;2026-08-18\|18.07\|0.17\|18.03\|18.18\|17.75\|131466;2026-08-19\|16.32\|-9.68\|17.92\|17.92\|16.30\|214832;2026-08-20\|16.48\|0.98\|16.65\|16.80\|16.36\|124287;2026-08-21\|16.53\|0.30\|16.41\|16.66\|16.20\|75377;2026-08-24\|16.31\|-1.33\|16.70\|16.80\|16.03\|89352;2026-08-25\|16.69\|2.33\|16.11\|16.84\|16.08\|98786;2026-08-26\|16.48\|-1.26\|16.84\|16.88\|16.18\|104096;2026-08-27\|16.67\|1.15\|16.63\|16.74\|16.50\|77232;2026-08-28\|16.47\|-1.20\|16.67\|16.72\|16.45\|68493;2026-08-31\|16.61\|0.85\|16.29\|16.66\|16.23\|66651;2026-09-01\|16.51\|-0.60\|16.60\|16.85\|16.48\|65840;2026-09-02\|16.40\|-0.67\|16.44\|16.52\|16.18\|55274;2026-09-03\|16.56\|0.98\|16.49\|16.96\|16.43\|83496;2026-09-04\|16.30\|-1.57\|16.75\|16.79\|16.21\|81232;2026-09-07\|16.35\|0.31\|16.30\|16.62\|16.21\|87260;2026-09-08\|16.24\|-0.67\|16.34\|16.44\|16.21\|68211;2026-09-09\|16.11\|-0.80\|16.21\|16.30\|16.03\|60207;2026-09-10\|15.76\|-2.17\|16.00\|16.06\|15.76\|62037;2026-09-11\|15.43\|-2.09\|15.63\|15.66\|15.18\|73132
117936	优必选50余款“超仿生人形机器人”首发亮相	机器人+商业航天+PCB主轴行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月22日投资者关系管理信息，公司已攻克谐波减速器、关节模组、无框力矩电机、六维力传感器等机器人核心功能部件技术，六维力传感器具备高端工业级感知能力，并与部分人形机器人头部企业达成合作。 2、据2026年5月8日业绩说明会，公司预计2026年商业航天业务增长约50%且保持正常盈利，已与蓝箭航天开展业务合作，产品包括火箭控制系统功能部件及卫星姿控系统功能部件等。 3、据2026年4月21日披露的2026年一季报及5月8日业绩说明会，公司2026年一季度营收同比增长72.88%，归母净利润同比增长483.54%；其中主轴业务销售收入同比增长91.60%，PCB钻孔机主轴及成型机主轴收入同比实现较大幅度增长。	1、公司配套蓝箭大推力火箭发动机天鹊12B，单箭价值量400万； 2、数控机床核心功能部件及机器人核心功能部件制造商，拥有谐波减速器	2026-05-08\|68.49\|2.12\|65.50\|71.68\|65.09\|310107;2026-05-11\|72.80\|6.29\|69.06\|74.50\|69.05\|301190;2026-05-12\|69.33\|-4.77\|71.76\|72.07\|68.73\|249755;2026-05-13\|69.08\|-0.36\|68.49\|69.99\|67.38\|184081;2026-05-14\|68.40\|-0.98\|69.98\|71.68\|68.37\|200914;2026-05-15\|71.14\|4.01\|68.00\|74.60\|65.01\|323795;2026-05-18\|69.93\|-1.70\|69.45\|71.79\|68.88\|194054;2026-05-19\|78.98\|12.94\|70.09\|79.90\|69.33\|370244;2026-05-20\|75.84\|-3.98\|78.54\|78.78\|74.97\|270444;2026-05-21\|86.97\|14.68\|77.36\|91.01\|77.02\|613656;2026-05-22\|89.34\|2.73\|86.97\|90.10\|83.88\|455739;2026-05-25\|88.10\|-1.39\|87.76\|91.68\|84.30\|405143;2026-05-26\|84.50\|-4.09\|86.14\|93.90\|82.40\|424840;2026-05-27\|79.79\|-5.46\|82.50\|84.00\|79.05\|328182;2026-05-28\|78.61\|-1.48\|79.70\|79.70\|75.72\|295149;2026-05-29\|73.50\|-6.50\|78.97\|80.43\|72.50\|256939;2026-06-01\|72.37\|-1.54\|73.37\|77.30\|72.10\|178123;2026-06-02\|74.37\|2.76\|74.51\|77.88\|73.61\|244570;2026-06-03\|74.98\|0.82\|73.01\|77.63\|73.01\|242901;2026-06-04\|75.09\|0.15\|73.04\|77.38\|73.00\|203406;2026-06-05\|81.77\|8.90\|75.01\|83.97\|70.00\|406443;2026-06-08\|87.01\|6.41\|78.10\|88.99\|78.09\|450041;2026-06-09\|86.59\|-0.48\|83.50\|86.66\|82.51\|309914;2026-06-10\|79.00\|-8.77\|84.51\|87.33\|79.00\|270774;2026-06-11\|79.81\|1.03\|76.00\|82.00\|74.25\|249699;2026-06-12\|78.90\|-1.14\|80.32\|82.96\|76.80\|249229;2026-06-15\|81.10\|2.79\|78.27\|81.80\|77.62\|204640;2026-06-16\|82.89\|2.21\|80.29\|83.57\|79.18\|221024;2026-06-17\|80.99\|-2.29\|81.51\|84.00\|79.58\|213426;2026-06-18\|88.28\|9.00\|80.11\|88.80\|79.59\|350029;2026-06-22\|88.30\|0.02\|88.52\|89.88\|82.50\|331564;2026-06-23\|81.03\|-8.23\|86.00\|86.40\|80.96\|232299;2026-06-24\|78.71\|-2.86\|80.00\|82.36\|77.35\|186312;2026-06-25\|79.68\|1.23\|78.71\|83.26\|76.21\|196363;2026-06-26\|77.15\|-3.18\|78.25\|80.85\|73.70\|220038;2026-06-29\|76.92\|-0.30\|77.08\|79.10\|74.00\|162558;2026-06-30\|92.30\|19.99\|78.68\|92.30\|77.70\|410399;2026-07-01\|101.48\|9.95\|97.37\|102.00\|96.20\|515741;2026-07-02\|94.88\|-6.50\|101.48\|102.50\|93.33\|371586;2026-07-03\|111.00\|16.99\|96.68\|113.57\|96.22\|530591;2026-07-06\|109.80\|-1.08\|110.09\|115.88\|106.81\|524858;2026-07-07\|98.48\|-10.31\|108.00\|111.00\|97.08\|484228;2026-07-08\|87.75\|-10.90\|97.22\|98.48\|87.00\|328168;2026-07-09\|90.56\|3.20\|88.71\|90.79\|85.22\|254371;2026-07-10\|91.57\|1.12\|91.04\|97.38\|89.36\|389075;2026-07-13\|82.69\|-9.70\|89.40\|90.70\|82.13\|268464;2026-07-14\|84.89\|2.66\|84.01\|86.15\|80.60\|177014;2026-07-15\|83.88\|-1.19\|86.40\|88.14\|82.20\|204443;2026-07-16\|79.01\|-5.81\|81.02\|85.30\|78.41\|204006;2026-07-17\|70.88\|-10.29\|79.00\|79.50\|69.99\|244846;2026-07-20\|65.00\|-8.30\|72.98\|74.76\|63.00\|250133;2026-07-21\|73.66\|13.32\|69.26\|73.70\|62.22\|320030;2026-07-22\|68.83\|-6.56\|72.34\|74.80\|68.39\|224403;2026-07-23\|67.89\|-1.37\|69.25\|70.35\|67.05\|142636;2026-07-24\|64.73\|-4.65\|65.75\|67.99\|63.80\|134462;2026-07-27\|67.29\|3.95\|64.91\|67.29\|64.10\|134148;2026-07-28\|63.06\|-6.29\|65.19\|67.38\|62.60\|138742;2026-07-29\|61.88\|-1.87\|63.35\|64.50\|59.40\|171501;2026-07-30\|56.75\|-8.29\|60.82\|61.90\|55.81\|179085;2026-07-31\|63.46\|11.82\|61.22\|66.18\|60.58\|248203;2026-08-03\|64.29\|1.31\|63.77\|67.50\|62.65\|248904;2026-08-04\|68.29\|6.22\|65.45\|69.26\|63.53\|242912;2026-08-05\|71.19\|4.25\|67.88\|72.40\|67.70\|267612;2026-08-06\|72.09\|1.26\|70.08\|73.38\|69.59\|226452;2026-08-07\|74.49\|3.33\|72.57\|74.64\|71.71\|231050;2026-08-10\|72.24\|-3.02\|74.67\|75.00\|70.80\|198050;2026-08-11\|75.35\|4.31\|72.42\|77.00\|71.00\|280458;2026-08-12\|73.92\|-1.90\|74.20\|75.30\|72.66\|186876;2026-08-13\|72.31\|-2.18\|74.58\|75.29\|72.20\|177102;2026-08-14\|72.97\|0.91\|73.08\|73.56\|71.29\|118863;2026-08-17\|76.78\|5.22\|74.49\|77.00\|73.45\|197669;2026-08-18\|82.00\|6.80\|76.80\|82.00\|76.01\|337822;2026-08-19\|69.55\|-15.18\|79.82\|80.00\|68.66\|318668;2026-08-20\|70.19\|0.92\|71.29\|72.72\|67.66\|194310;2026-08-21\|69.65\|-0.77\|69.01\|70.94\|68.30\|131105;2026-08-24\|67.03\|-3.76\|69.60\|69.60\|65.62\|147108;2026-08-25\|68.14\|1.66\|66.35\|69.39\|65.23\|126566;2026-08-26\|66.46\|-2.47\|68.30\|68.37\|65.90\|94213;2026-08-27\|68.94\|3.73\|67.00\|69.49\|66.50\|115681;2026-08-28\|67.06\|-2.73\|69.53\|70.10\|67.03\|114845;2026-08-31\|68.64\|2.36\|65.46\|68.88\|65.46\|107963;2026-09-01\|68.03\|-0.89\|68.99\|68.99\|66.36\|107607;2026-09-02\|65.89\|-3.15\|67.00\|67.25\|65.89\|75815;2026-09-03\|66.70\|1.23\|67.00\|68.50\|65.90\|93217;2026-09-04\|64.19\|-3.76\|67.77\|68.80\|63.77\|118717;2026-09-07\|66.27\|3.24\|64.73\|67.35\|64.16\|111357;2026-09-08\|65.35\|-1.39\|66.60\|67.49\|65.12\|85701;2026-09-09\|65.15\|-0.31\|65.55\|66.87\|64.66\|67068;2026-09-10\|64.15\|-1.53\|64.80\|65.16\|63.91\|53224;2026-09-11\|62.99\|-1.81\|63.02\|63.70\|60.89\|82019
117935	优必选50余款“超仿生人形机器人”首发亮相	光刻胶颜料+有机颜料+PEEK材料行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月23日年报及2026年6月26日互动易，公司自主研发应用于液晶面板的光刻胶高性能颜料色系逐渐丰富，已通过下游客户验证并投入商业化销售。 2、据2026年4月23日年报，公司是国内少数具备全色谱颜料生产能力的龙头企业，拥有50余条生产线及200多种规格产品，深耕有机颜料行业三十余载。 3、据2026年4月23日年报，公司新拓展光刻胶、分散剂及树脂业务；同时在内蒙古拥有2万吨/年金属钠产能，并拟投建年产1000吨PEEK材料项目。	1、公司拟投1亿元建设年产1000吨聚醚醚酮PEEK材料项目，产品面向人形机器人、新能源汽车、航空航天等高端制造领域； 2、公司目前是国内少数具备生产全色谱颜料能力的生产企业，拟以自筹资金投入“年产3000吨电池级碳酸锂项目”，开发的普鲁士蓝（白）主要应用于钠离子电池正极材料； 3、COFS 材料可用于固态电池，公司在COFS方面有做过课题研究，并申请了相关专利； 4、公司生产的高性能颜料已应用于半导体领域液晶面板用光刻胶，并实现吨级销售	2026-05-08\|17.45\|-1.47\|17.71\|17.71\|16.96\|72689;2026-05-11\|18.08\|3.61\|17.78\|18.50\|17.78\|111910;2026-05-12\|19.02\|5.20\|17.99\|19.20\|17.99\|147430;2026-05-13\|19.52\|2.63\|18.73\|20.10\|18.61\|156010;2026-05-14\|20.94\|7.27\|19.50\|21.18\|19.25\|190105;2026-05-15\|20.52\|-2.01\|20.74\|21.72\|20.31\|189829;2026-05-18\|20.90\|1.85\|20.46\|21.18\|20.10\|128756;2026-05-19\|22.99\|10.00\|20.70\|22.99\|20.70\|243867;2026-05-20\|23.59\|2.61\|23.42\|23.99\|22.45\|242742;2026-05-21\|22.62\|-4.11\|23.49\|24.49\|22.52\|214899;2026-05-22\|23.18\|2.48\|23.07\|23.44\|22.58\|148527;2026-05-25\|25.50\|10.01\|24.11\|25.50\|22.80\|134534;2026-05-26\|27.21\|6.71\|25.73\|27.68\|25.73\|259041;2026-05-27\|26.75\|-1.69\|27.21\|28.05\|26.55\|164178;2026-05-28\|28.10\|5.05\|26.75\|28.40\|26.02\|196229;2026-05-29\|25.52\|-9.18\|27.82\|28.20\|25.29\|265667;2026-06-01\|28.07\|9.99\|25.41\|28.07\|25.00\|196091;2026-06-02\|28.27\|0.71\|28.00\|28.43\|26.43\|283811;2026-06-03\|28.76\|1.73\|27.86\|30.80\|27.86\|307935;2026-06-04\|27.06\|-5.91\|27.86\|27.87\|26.03\|164984;2026-06-05\|29.62\|9.99\|26.67\|29.62\|26.51\|203670;2026-06-08\|32.58\|9.99\|28.48\|32.58\|28.48\|265243;2026-06-09\|35.28\|8.29\|32.59\|35.53\|30.82\|344932;2026-06-10\|38.81\|10.01\|35.00\|38.81\|34.00\|215749;2026-06-11\|42.63\|9.84\|40.90\|42.69\|38.80\|303069;2026-06-12\|43.01\|0.89\|40.63\|44.27\|39.06\|288017;2026-06-15\|44.15\|2.65\|43.53\|46.77\|41.00\|283190;2026-06-16\|44.35\|0.45\|43.91\|46.08\|42.53\|237851;2026-06-17\|46.88\|5.70\|42.83\|48.24\|42.54\|268941;2026-06-18\|46.71\|-0.36\|45.49\|48.75\|44.30\|256089;2026-06-22\|51.38\|10.00\|47.64\|51.38\|47.64\|150858;2026-06-23\|52.20\|1.60\|54.50\|54.50\|50.02\|224561;2026-06-24\|55.68\|6.67\|51.52\|56.66\|51.52\|226376;2026-06-25\|53.70\|-3.56\|55.38\|56.54\|51.66\|248017;2026-06-26\|55.12\|2.64\|53.42\|57.04\|51.80\|220496;2026-06-29\|49.61\|-10.00\|54.71\|55.00\|49.61\|135978;2026-06-30\|54.57\|10.00\|44.65\|54.57\|44.65\|216013;2026-07-01\|56.78\|4.05\|57.00\|58.02\|53.01\|210468;2026-07-02\|61.22\|7.82\|56.25\|62.46\|55.03\|181351;2026-07-03\|59.88\|-2.19\|59.68\|62.46\|56.91\|245082;2026-07-06\|65.86\|9.99\|59.96\|65.87\|59.50\|283762;2026-07-07\|72.45\|10.01\|63.97\|72.45\|63.97\|300456;2026-07-08\|69.79\|-3.67\|72.45\|73.90\|65.21\|316802;2026-07-09\|69.12\|-0.96\|68.82\|70.86\|65.36\|279684;2026-07-10\|66.16\|-4.28\|67.38\|72.27\|64.80\|254675;2026-07-13\|66.00\|-0.24\|64.30\|69.27\|62.23\|245867;2026-07-14\|66.48\|0.73\|65.34\|67.50\|59.40\|217160;2026-07-15\|65.24\|-1.87\|67.00\|67.98\|63.40\|167535;2026-07-16\|69.66\|6.78\|62.70\|71.00\|62.01\|271711;2026-07-17\|70.18\|0.75\|69.60\|76.59\|68.85\|303960;2026-07-20\|77.20\|10.00\|68.48\|77.20\|64.62\|328679;2026-07-21\|81.93\|6.13\|77.25\|84.00\|70.00\|327482;2026-07-22\|81.93\|0.00\|79.17\|85.02\|76.58\|242074;2026-07-23\|73.74\|-10.00\|78.36\|80.90\|73.74\|185725;2026-07-24\|75.91\|2.94\|70.21\|79.22\|70.21\|198829;2026-07-27\|68.32\|-10.00\|75.16\|75.34\|68.32\|180196;2026-07-28\|61.49\|-10.00\|67.95\|68.31\|61.49\|94227;2026-07-29\|55.34\|-10.00\|55.34\|55.34\|55.34\|9191;2026-07-30\|49.81\|-9.99\|49.81\|49.81\|49.81\|6692;2026-07-31\|46.80\|-6.04\|44.83\|53.93\|44.83\|336975;2026-08-03\|51.48\|10.00\|44.29\|51.48\|42.56\|319752;2026-08-04\|55.21\|7.25\|53.54\|55.48\|50.01\|267084;2026-08-05\|60.73\|10.00\|55.08\|60.73\|55.08\|124581;2026-08-06\|66.80\|10.00\|63.44\|66.80\|63.44\|170905;2026-08-07\|65.90\|-1.35\|69.13\|69.74\|64.00\|296380;2026-08-10\|68.38\|3.76\|67.05\|69.57\|64.08\|255155;2026-08-11\|75.22\|10.00\|68.86\|75.22\|67.91\|260262;2026-08-12\|77.70\|3.30\|75.22\|78.01\|71.60\|251452;2026-08-13\|76.00\|-2.19\|76.30\|79.87\|74.75\|231847;2026-08-14\|70.99\|-6.59\|75.77\|76.17\|70.20\|242023;2026-08-17\|78.09\|10.00\|72.41\|78.09\|72.41\|145219;2026-08-18\|85.90\|10.00\|81.90\|85.90\|80.30\|132348;2026-08-19\|83.27\|-3.06\|91.00\|92.85\|82.00\|311003;2026-08-20\|86.39\|3.75\|85.50\|89.89\|81.00\|256964;2026-08-21\|77.75\|-10.00\|88.10\|89.88\|77.75\|97938;2026-08-24\|69.98\|-9.99\|69.98\|78.95\|69.98\|141720;2026-08-25\|66.95\|-4.33\|67.01\|71.44\|65.56\|266750;2026-08-26\|66.06\|-1.33\|67.15\|67.94\|62.50\|264484;2026-08-27\|68.01\|2.95\|65.00\|68.86\|62.76\|295945;2026-08-28\|66.12\|-2.78\|66.89\|71.97\|65.69\|279328;2026-08-31\|65.42\|-1.06\|64.74\|68.50\|63.70\|200294;2026-09-01\|60.91\|-6.89\|65.93\|65.95\|60.51\|241483;2026-09-02\|58.30\|-4.29\|59.80\|60.70\|58.00\|192286;2026-09-03\|55.14\|-5.42\|58.27\|58.58\|55.01\|192318;2026-09-04\|52.76\|-4.32\|55.66\|57.36\|52.21\|175240;2026-09-07\|58.04\|10.01\|53.38\|58.04\|53.38\|136014;2026-09-08\|63.84\|9.99\|62.89\|63.84\|61.70\|67386;2026-09-09\|58.38\|-8.55\|66.13\|67.00\|57.50\|452471;2026-09-10\|56.40\|-3.39\|58.38\|58.68\|55.09\|257291;2026-09-11\|54.30\|-3.72\|56.40\|56.51\|53.30\|180265
117934	优必选50余款“超仿生人形机器人”首发亮相	机器人零部件+一体化压铸行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月11日2025年年度报告，公司继续聚焦机器人零部件领域战略布局，锚定量产进度，力求打造未来增量；据2025年11月14日投资者关系活动记录表，公司已获得西南某头部机器人企业173个核心零部件订单，并与国内某头部人形机器人企业签署战略合作协议，在具身智能机器人执行器及关节零部件领域展开深度合作。 2、据2026年4月11日2025年年度报告，公司主营汽车用铸造再生铝合金和汽车零部件，已形成从废铝回收到铝危废资源化利用的一体化低碳循环产业链，具有较强的竞争优势。	国内先进铝合金及汽车零部件一体化发展企业；公司重点突出在机器人领域，已获得国内某知名机器人企业关于躯干、关节、上下肢、头部等多款产品订单，并顺利完成交样；公司还与多家机器人主机及零部件供应商共同研发机器人铝、镁合金结构件、关键零部件	2026-05-08\|14.08\|-0.42\|14.02\|14.18\|13.92\|87380;2026-05-11\|14.08\|0.00\|14.01\|14.24\|13.40\|167304;2026-05-12\|14.84\|5.40\|14.19\|15.45\|13.95\|227943;2026-05-13\|15.45\|4.11\|15.00\|15.75\|14.50\|237891;2026-05-14\|15.48\|0.19\|15.45\|15.74\|15.13\|158874;2026-05-15\|15.54\|0.39\|15.33\|15.89\|15.29\|173722;2026-05-18\|14.60\|-6.05\|15.49\|15.49\|14.58\|133525;2026-05-19\|14.57\|-0.21\|14.68\|14.78\|14.33\|75551;2026-05-20\|14.70\|0.89\|14.56\|14.80\|14.21\|71756;2026-05-21\|14.20\|-3.40\|14.71\|15.50\|14.12\|126822;2026-05-22\|14.49\|2.04\|14.35\|14.85\|14.13\|98933;2026-05-25\|14.47\|-0.14\|14.77\|14.80\|14.33\|99394;2026-05-26\|14.80\|2.28\|14.64\|14.85\|14.36\|108315;2026-05-27\|14.50\|-2.03\|14.90\|15.50\|14.42\|120379;2026-05-28\|14.78\|1.93\|14.42\|14.93\|14.18\|133238;2026-05-29\|14.02\|-5.14\|14.71\|15.09\|13.93\|110654;2026-06-01\|14.31\|2.07\|14.18\|14.75\|14.11\|93016;2026-06-02\|14.28\|-0.21\|14.39\|14.60\|13.90\|105609;2026-06-03\|14.35\|0.49\|14.26\|14.40\|14.00\|111671;2026-06-04\|14.39\|0.70\|14.21\|14.56\|13.98\|113654;2026-06-05\|14.68\|2.02\|14.37\|14.90\|14.12\|163532;2026-06-08\|14.66\|-0.14\|14.28\|14.77\|13.81\|168688;2026-06-09\|15.00\|2.32\|14.68\|15.32\|14.66\|213469;2026-06-10\|15.16\|1.07\|14.86\|15.34\|14.76\|162965;2026-06-11\|15.67\|3.36\|15.02\|15.78\|14.50\|204339;2026-06-12\|15.68\|0.06\|15.55\|15.87\|15.43\|151118;2026-06-15\|15.94\|1.66\|15.69\|16.12\|15.50\|135537;2026-06-16\|15.67\|-1.69\|15.81\|15.97\|15.58\|115472;2026-06-17\|15.76\|0.57\|15.67\|15.95\|15.57\|91823;2026-06-18\|16.20\|2.79\|15.86\|16.42\|15.58\|125547;2026-06-22\|15.83\|-2.28\|16.22\|16.37\|15.36\|138793;2026-06-23\|16.07\|1.52\|15.73\|16.45\|15.68\|109275;2026-06-24\|15.62\|-2.80\|16.02\|16.08\|15.53\|91602;2026-06-25\|15.39\|-1.47\|15.61\|15.68\|15.15\|86991;2026-06-26\|14.50\|-5.78\|15.29\|15.33\|14.50\|104608;2026-06-29\|14.50\|0.00\|14.41\|15.03\|14.22\|96262;2026-06-30\|15.95\|10.00\|14.50\|15.95\|14.20\|140453;2026-07-01\|16.55\|3.76\|16.61\|16.88\|16.12\|182146;2026-07-02\|16.47\|-0.48\|16.65\|17.05\|16.21\|155013;2026-07-03\|16.87\|2.43\|16.47\|17.25\|16.47\|211602;2026-07-06\|17.19\|1.90\|16.71\|17.40\|16.38\|293956;2026-07-07\|16.90\|-1.69\|17.01\|17.60\|16.80\|268043;2026-07-08\|17.69\|4.67\|16.50\|17.98\|16.45\|383134;2026-07-09\|18.30\|3.45\|17.21\|18.35\|16.88\|306059;2026-07-10\|18.86\|3.06\|18.10\|19.39\|17.87\|291099;2026-07-13\|18.48\|-2.01\|18.60\|19.91\|18.10\|327703;2026-07-14\|19.31\|4.49\|18.44\|19.35\|17.62\|296217;2026-07-15\|18.94\|-1.92\|19.60\|19.72\|17.84\|292017;2026-07-16\|17.26\|-8.87\|19.00\|19.10\|17.06\|286669;2026-07-17\|15.53\|-10.02\|17.26\|18.50\|15.53\|288498;2026-07-20\|14.73\|-5.15\|16.18\|16.50\|14.39\|274721;2026-07-21\|13.58\|-7.81\|14.88\|14.94\|13.26\|327647;2026-07-22\|12.41\|-8.62\|13.59\|13.61\|12.25\|271100;2026-07-23\|12.74\|2.66\|12.31\|12.81\|12.10\|202261;2026-07-24\|11.48\|-9.89\|12.50\|13.29\|11.47\|257557;2026-07-27\|11.78\|2.61\|11.47\|11.80\|11.10\|159517;2026-07-28\|11.78\|0.00\|11.64\|12.28\|11.62\|140254;2026-07-29\|11.60\|-1.53\|11.87\|11.95\|11.37\|114382;2026-07-30\|10.87\|-6.29\|11.60\|11.95\|10.79\|160181;2026-07-31\|11.96\|10.03\|11.20\|11.96\|11.13\|173238;2026-08-03\|12.22\|2.17\|12.25\|12.55\|12.11\|163325;2026-08-04\|12.75\|4.34\|12.48\|12.93\|12.36\|162898;2026-08-05\|13.05\|2.35\|12.81\|13.12\|12.70\|124885;2026-08-06\|13.46\|3.14\|13.10\|13.46\|12.90\|111428;2026-08-07\|13.62\|1.19\|13.33\|13.68\|13.11\|100757;2026-08-10\|13.77\|1.10\|13.68\|13.77\|13.40\|84047;2026-08-11\|13.72\|-0.36\|13.81\|13.95\|13.51\|89296;2026-08-12\|14.05\|2.41\|13.59\|14.35\|13.59\|89108;2026-08-13\|13.63\|-2.99\|14.05\|14.07\|13.51\|83116;2026-08-14\|13.83\|1.47\|13.69\|13.90\|13.55\|66069;2026-08-17\|14.61\|5.64\|13.96\|14.63\|13.81\|131719;2026-08-18\|15.12\|3.49\|14.62\|15.33\|14.61\|145000;2026-08-19\|13.98\|-7.54\|14.86\|14.98\|13.86\|135307;2026-08-20\|14.04\|0.43\|14.25\|14.35\|13.86\|74625;2026-08-21\|13.84\|-1.42\|14.11\|14.11\|13.60\|94638;2026-08-24\|13.79\|-0.36\|13.79\|13.93\|13.32\|107747;2026-08-25\|14.09\|2.18\|13.79\|14.28\|13.61\|102677;2026-08-26\|14.15\|0.43\|14.09\|14.47\|13.90\|101430;2026-08-27\|14.29\|0.99\|13.99\|14.35\|13.98\|63943;2026-08-28\|14.25\|-0.28\|14.29\|14.46\|14.20\|50565;2026-08-31\|14.49\|1.68\|14.10\|14.56\|14.01\|76859;2026-09-01\|14.66\|1.17\|14.56\|14.87\|14.45\|81865;2026-09-02\|14.78\|0.82\|14.53\|14.94\|14.35\|86566;2026-09-03\|14.84\|0.41\|14.96\|15.02\|14.54\|94044;2026-09-04\|14.72\|-0.81\|15.00\|15.01\|14.46\|69161;2026-09-07\|15.12\|2.72\|14.80\|15.12\|14.40\|86525;2026-09-08\|14.91\|-1.39\|15.25\|15.29\|14.77\|84803;2026-09-09\|14.90\|-0.07\|14.78\|14.97\|14.71\|51430;2026-09-10\|14.91\|0.07\|14.84\|15.27\|14.77\|64204;2026-09-11\|14.57\|-2.28\|14.73\|14.82\|14.34\|64843
117933	优必选50余款“超仿生人形机器人”首发亮相	机器人+减速器+新能源齿轮行业原因：据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。公司原因： 1、据2026年4月27日机构调研，公司工业机器人减速器业务一季度营收实现同比、环比增长。 2、据2026年4月27日机构调研，公司新能源汽车齿轮业务一季度营收占比超40%，海外项目及同轴减速箱齿轮业务稳步放量，表现优于下游行业；据2025年年度报告，公司主营业务包含工业机器人减速器，子公司环动科技在RV减速器领域份额持续提升。 3、据2026年4月27日机构调研，公司2026年一季度归母净利润2.84亿元，同比增长2.93%，海外匈牙利工厂已实现盈亏平衡并将进一步拓展产能。	传动用齿轮及齿轮零件龙头企业，国内少数能够生产制造RV减速器的厂家之一	2026-05-08\|42.45\|4.53\|40.50\|42.79\|40.18\|425410;2026-05-11\|42.43\|-0.05\|42.19\|42.83\|41.75\|322578;2026-05-12\|42.33\|-0.24\|42.26\|43.10\|42.00\|270085;2026-05-13\|42.23\|-0.24\|42.18\|42.39\|41.41\|238297;2026-05-14\|40.73\|-3.55\|42.30\|42.54\|40.70\|258376;2026-05-15\|42.50\|4.35\|40.98\|43.62\|40.90\|477231;2026-05-18\|44.11\|3.79\|42.62\|44.43\|42.30\|519451;2026-05-19\|44.01\|-0.23\|44.11\|44.98\|43.40\|425304;2026-05-20\|43.08\|-2.11\|43.52\|43.87\|42.69\|290284;2026-05-21\|44.46\|3.20\|43.41\|45.98\|43.30\|621940;2026-05-22\|44.40\|-0.14\|44.90\|45.22\|43.82\|432715;2026-05-25\|43.63\|-1.73\|44.82\|45.00\|43.22\|339500;2026-05-26\|44.72\|2.50\|44.12\|46.12\|44.12\|575693;2026-05-27\|42.50\|-4.96\|43.50\|44.25\|42.30\|420970;2026-05-28\|41.39\|-2.61\|42.48\|42.50\|40.08\|395617;2026-05-29\|39.23\|-5.22\|41.50\|42.11\|38.91\|313362;2026-06-01\|38.78\|-1.15\|39.23\|39.87\|38.69\|218916;2026-06-02\|39.98\|3.09\|39.47\|41.11\|39.31\|318417;2026-06-03\|40.24\|0.65\|39.72\|41.64\|39.33\|305650;2026-06-04\|41.39\|2.86\|39.84\|42.80\|39.60\|423690;2026-06-05\|42.86\|3.55\|41.40\|44.21\|39.05\|561344;2026-06-08\|45.03\|5.06\|41.85\|45.98\|41.83\|799447;2026-06-09\|44.87\|-0.36\|44.63\|44.97\|43.68\|532142;2026-06-10\|42.69\|-4.86\|44.50\|45.54\|42.46\|443903;2026-06-11\|41.08\|-3.77\|42.33\|42.65\|40.68\|384687;2026-06-12\|41.00\|-0.19\|41.80\|43.28\|40.14\|450140;2026-06-15\|42.81\|4.41\|40.99\|42.87\|40.73\|334149;2026-06-16\|42.31\|-1.17\|42.83\|43.35\|42.06\|274203;2026-06-17\|41.76\|-1.30\|41.88\|42.25\|41.17\|274029;2026-06-18\|43.78\|4.84\|41.60\|44.85\|41.44\|534782;2026-06-22\|42.11\|-3.81\|43.50\|43.95\|40.88\|455475;2026-06-23\|40.56\|-3.68\|41.50\|42.18\|40.10\|373490;2026-06-24\|40.05\|-1.26\|40.76\|41.74\|39.88\|353560;2026-06-25\|39.42\|-1.57\|39.65\|41.48\|38.93\|396649;2026-06-26\|37.15\|-5.76\|39.03\|39.28\|37.15\|339184;2026-06-29\|37.74\|1.59\|37.10\|38.38\|36.51\|297298;2026-06-30\|41.51\|9.99\|38.20\|41.51\|38.11\|510614;2026-07-01\|42.70\|2.87\|42.21\|43.68\|42.05\|602367;2026-07-02\|42.74\|0.09\|43.43\|44.28\|42.03\|480564;2026-07-03\|47.01\|9.99\|43.80\|47.01\|43.22\|746412;2026-07-06\|46.75\|0.04\|48.55\|49.42\|46.63\|1091659;2026-07-07\|44.97\|-3.81\|46.83\|48.00\|44.71\|703322;2026-07-08\|42.34\|-5.85\|44.94\|44.97\|41.77\|628457;2026-07-09\|42.52\|0.43\|42.72\|42.74\|40.83\|482948;2026-07-10\|43.55\|2.42\|42.53\|45.34\|42.12\|660033;2026-07-13\|42.14\|-3.24\|43.09\|43.93\|41.91\|503173;2026-07-14\|42.39\|0.59\|42.15\|43.58\|41.77\|480692;2026-07-15\|42.39\|0.00\|42.61\|43.41\|41.00\|406753;2026-07-16\|41.57\|-1.93\|41.30\|43.49\|40.23\|425134;2026-07-17\|37.80\|-9.07\|41.31\|41.66\|37.58\|500912;2026-07-20\|36.21\|-4.21\|38.39\|38.67\|35.00\|401945;2026-07-21\|37.67\|4.03\|36.44\|37.80\|36.20\|334730;2026-07-22\|36.95\|-1.91\|37.50\|37.69\|36.54\|264125;2026-07-23\|36.67\|-0.76\|36.29\|36.73\|35.86\|197636;2026-07-24\|35.36\|-3.57\|35.49\|36.18\|35.08\|195753;2026-07-27\|36.36\|2.83\|35.38\|36.37\|35.38\|172655;2026-07-28\|35.63\|-2.01\|35.85\|36.61\|35.50\|175742;2026-07-29\|36.20\|1.60\|35.63\|36.59\|35.01\|237960;2026-07-30\|35.69\|-1.41\|35.79\|36.10\|34.75\|260533;2026-07-31\|38.42\|7.65\|36.99\|39.08\|36.92\|404893;2026-08-03\|38.85\|1.12\|38.43\|39.79\|38.28\|308361;2026-08-04\|38.84\|-0.03\|38.80\|39.13\|38.22\|237565;2026-08-05\|39.72\|2.27\|38.86\|39.96\|38.45\|290959;2026-08-06\|39.14\|-1.46\|39.35\|39.87\|38.81\|238457;2026-08-07\|39.28\|0.36\|39.28\|39.55\|38.16\|242277;2026-08-10\|38.51\|-1.96\|39.58\|39.66\|38.29\|187918;2026-08-11\|39.10\|1.53\|38.21\|39.80\|37.84\|316243;2026-08-12\|38.74\|-0.92\|38.90\|39.30\|38.58\|180802;2026-08-13\|38.26\|-1.24\|38.95\|39.55\|38.25\|209914;2026-08-14\|37.89\|-0.97\|38.22\|38.79\|37.38\|182843;2026-08-17\|38.65\|2.01\|38.18\|38.68\|37.70\|166526;2026-08-18\|39.91\|3.26\|38.86\|39.94\|38.22\|429212;2026-08-19\|36.30\|-9.05\|39.41\|39.48\|36.16\|372820;2026-08-20\|35.92\|-1.05\|36.50\|36.70\|35.70\|183328;2026-08-21\|36.08\|0.45\|35.50\|36.15\|35.19\|131636;2026-08-24\|35.23\|-2.36\|36.08\|36.15\|35.02\|137628;2026-08-25\|35.70\|1.33\|34.98\|35.93\|34.96\|108179;2026-08-26\|35.60\|-0.28\|35.36\|35.80\|35.09\|120139;2026-08-27\|35.79\|0.53\|35.50\|35.87\|35.35\|128400;2026-08-28\|35.70\|-0.25\|35.78\|36.18\|35.63\|118640;2026-08-31\|35.51\|-0.53\|35.30\|35.68\|35.05\|122468;2026-09-01\|35.32\|-0.54\|35.61\|36.13\|35.20\|100854;2026-09-02\|34.95\|-1.05\|35.00\|35.13\|34.75\|101914;2026-09-03\|35.42\|1.34\|35.20\|35.78\|34.96\|118502;2026-09-04\|38.05\|7.43\|38.95\|38.96\|38.00\|822695;2026-09-07\|37.62\|-1.13\|38.22\|38.95\|37.12\|525458;2026-09-08\|37.06\|-1.49\|37.72\|37.82\|36.89\|207942;2026-09-09\|37.22\|0.43\|37.08\|37.44\|36.68\|162608;2026-09-10\|36.27\|-2.55\|36.92\|36.95\|36.08\|122215;2026-09-11\|34.64\|-4.49\|36.16\|36.19\|34.13\|280705
117932	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+半导体AMHS+高送转行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月23日年报及2026年5月19日投资者关系活动记录表，公司与乐聚机器人合资成立赛联机器人海晨持股80%，联合研发的“赛联Aura”物流人形机器人目前处于内部研发实测阶段，已在自有仓库进行货物拣选、厂内搬运等场景实地测试。 2、据2026年5月19日投资者关系活动记录表，控股子公司海盟科技的半导体AMHS业务受益于国内产线扩产及国产化替代，2026年新增订单较去年同期实现较好增长，OHT天车等核心产品关键性能参数已达国际主流水平。 3、据2026年6月24日公告及2026年5月19日互动易，公司2025年年度权益分派方案为每10股转增4股并派发现金红利3.3元含税，股权登记日为2026年6月30日。	公司为江苏省重点物流企业，与乐聚机器人合资成立赛联机器人海晨持股80%，“赛联Aura”物流人形机器人目前正在自有仓库内进行货物拣选、厂内搬运等场景的实地测试	2026-05-08\|21.44\|-0.65\|21.50\|21.65\|21.29\|23037;2026-05-11\|21.46\|0.09\|21.47\|21.54\|21.05\|25054;2026-05-12\|20.80\|-3.08\|21.37\|21.49\|20.78\|22123;2026-05-13\|20.87\|0.34\|20.87\|20.90\|20.62\|22837;2026-05-14\|20.23\|-3.07\|20.90\|20.96\|20.23\|26739;2026-05-15\|20.36\|0.64\|20.44\|20.78\|20.21\|22485;2026-05-18\|20.41\|0.25\|20.36\|20.65\|20.19\|23687;2026-05-19\|21.30\|4.36\|20.55\|21.72\|20.41\|46138;2026-05-20\|23.17\|8.78\|22.11\|24.53\|22.00\|120516;2026-05-21\|22.39\|-3.37\|22.76\|23.53\|22.39\|88264;2026-05-22\|22.69\|1.34\|22.80\|22.88\|21.88\|49762;2026-05-25\|23.51\|3.61\|22.75\|23.92\|22.75\|59256;2026-05-26\|23.40\|-0.47\|23.43\|23.50\|22.95\|40469;2026-05-27\|23.26\|-0.60\|23.18\|23.53\|22.82\|39520;2026-05-28\|23.23\|-0.13\|23.25\|23.37\|22.51\|35557;2026-05-29\|21.54\|-7.28\|23.30\|23.60\|21.41\|43105;2026-06-01\|22.27\|3.39\|21.41\|22.60\|21.40\|32978;2026-06-02\|21.46\|-3.64\|22.27\|22.65\|21.39\|32281;2026-06-03\|21.15\|-1.44\|21.46\|21.69\|20.88\|25026;2026-06-04\|20.89\|-1.23\|21.15\|21.28\|20.78\|19824;2026-06-05\|22.36\|7.04\|20.89\|22.66\|20.56\|56195;2026-06-08\|21.62\|-3.31\|21.69\|22.69\|21.40\|54300;2026-06-09\|22.12\|2.31\|21.54\|22.38\|21.32\|34764;2026-06-10\|22.74\|2.80\|21.77\|22.86\|21.77\|48540;2026-06-11\|22.34\|-1.76\|22.50\|23.30\|22.04\|50428;2026-06-12\|23.14\|3.58\|22.51\|23.38\|22.22\|51636;2026-06-15\|23.59\|1.94\|23.16\|23.85\|23.07\|48973;2026-06-16\|24.80\|5.13\|23.50\|24.86\|23.18\|73462;2026-06-17\|24.82\|0.08\|24.30\|25.07\|24.16\|57376;2026-06-18\|26.68\|7.49\|24.80\|26.85\|24.53\|98487;2026-06-22\|26.17\|-1.91\|26.69\|29.38\|25.80\|154962;2026-06-23\|25.59\|-2.22\|26.50\|26.89\|25.35\|85266;2026-06-24\|26.23\|2.50\|25.51\|26.39\|24.81\|59978;2026-06-25\|26.72\|1.87\|27.18\|27.80\|26.05\|68323;2026-06-26\|26.24\|-1.80\|26.71\|27.91\|25.95\|84551;2026-06-29\|28.14\|7.24\|26.25\|29.03\|26.25\|114851;2026-06-30\|33.77\|20.01\|28.00\|33.77\|27.23\|331286;2026-07-01\|28.72\|20.02\|26.10\|28.72\|25.86\|549643;2026-07-02\|30.01\|4.49\|27.77\|32.57\|27.77\|612113;2026-07-03\|31.00\|3.30\|30.20\|32.24\|29.72\|426310;2026-07-06\|31.00\|0.00\|31.51\|33.50\|30.82\|353515;2026-07-07\|29.50\|-4.84\|31.01\|31.51\|28.78\|231535;2026-07-08\|28.85\|-2.20\|29.27\|30.33\|27.50\|223036;2026-07-09\|29.78\|3.22\|29.43\|30.23\|28.56\|211284;2026-07-10\|29.70\|-0.27\|28.80\|32.23\|28.80\|290964;2026-07-13\|27.07\|-8.86\|29.64\|31.00\|26.85\|260054;2026-07-14\|26.34\|-2.70\|27.31\|28.00\|25.60\|228451;2026-07-15\|24.34\|-7.59\|26.36\|27.14\|23.93\|191325;2026-07-16\|22.00\|-9.61\|23.90\|24.57\|21.60\|199173;2026-07-17\|19.69\|-10.50\|21.68\|22.30\|19.50\|181266;2026-07-20\|17.38\|-11.73\|19.69\|20.11\|17.02\|195757;2026-07-21\|17.62\|1.38\|17.52\|17.94\|15.23\|272894;2026-07-22\|16.59\|-5.85\|17.57\|17.98\|16.35\|220511;2026-07-23\|17.46\|5.24\|16.78\|17.88\|16.78\|290815;2026-07-24\|15.90\|-8.93\|17.15\|17.41\|15.85\|177510;2026-07-27\|16.88\|6.16\|15.90\|16.88\|15.50\|149780;2026-07-28\|15.70\|-6.99\|16.70\|16.96\|15.57\|113362;2026-07-29\|15.24\|-2.93\|15.72\|15.95\|14.71\|146640;2026-07-30\|13.73\|-9.91\|15.09\|15.34\|13.57\|221842;2026-07-31\|14.40\|4.88\|14.66\|15.04\|14.24\|231663;2026-08-03\|14.02\|-2.64\|14.44\|14.66\|13.86\|163349;2026-08-04\|14.87\|6.06\|14.14\|15.15\|14.00\|181112;2026-08-05\|16.30\|9.62\|14.90\|16.35\|14.89\|203805;2026-08-06\|16.38\|0.49\|16.00\|16.80\|15.90\|189284;2026-08-07\|16.85\|2.87\|16.38\|17.18\|15.91\|161120;2026-08-10\|17.37\|3.09\|16.98\|17.39\|16.53\|173414;2026-08-11\|17.19\|-1.04\|17.15\|17.46\|16.60\|115968;2026-08-12\|17.45\|1.51\|17.06\|17.56\|17.04\|107584;2026-08-13\|16.59\|-4.93\|17.57\|17.83\|16.52\|123044;2026-08-14\|16.58\|-0.06\|16.66\|16.81\|16.20\|96188;2026-08-17\|17.85\|7.66\|16.59\|17.87\|16.57\|153710;2026-08-18\|17.32\|-2.97\|17.76\|18.12\|16.98\|126495;2026-08-19\|15.50\|-10.51\|16.97\|17.00\|15.36\|139424;2026-08-20\|15.49\|-0.06\|15.78\|15.87\|15.28\|108182;2026-08-21\|15.40\|-0.58\|15.29\|15.75\|15.05\|78847;2026-08-24\|14.93\|-3.05\|15.41\|15.44\|14.53\|120463;2026-08-25\|14.82\|-0.74\|14.73\|14.93\|14.30\|99660;2026-08-26\|14.89\|0.47\|15.04\|15.29\|14.71\|116614;2026-08-27\|16.62\|11.62\|15.00\|17.00\|14.90\|225878;2026-08-28\|15.80\|-4.93\|16.66\|16.88\|15.80\|167929;2026-08-31\|16.12\|2.03\|15.64\|16.26\|15.64\|109929;2026-09-01\|15.92\|-1.24\|16.08\|16.26\|15.74\|90367;2026-09-02\|15.77\|-0.94\|15.69\|15.95\|15.57\|69398;2026-09-03\|15.68\|-0.57\|15.80\|16.05\|15.50\|70685;2026-09-04\|15.47\|-1.34\|15.81\|16.18\|15.34\|93304;2026-09-07\|16.35\|5.69\|15.61\|16.79\|15.57\|143895;2026-09-08\|15.88\|-2.87\|16.48\|16.50\|15.80\|98477;2026-09-09\|15.51\|-2.33\|15.92\|16.13\|15.48\|97497;2026-09-10\|15.27\|-1.55\|15.39\|15.47\|14.97\|77724;2026-09-11\|14.59\|-4.45\|15.01\|15.07\|14.21\|99569
117931	优必选50余款“超仿生人形机器人”首发亮相	革基布龙头+入股商业卫星+定增过会 1、据2026年4月23日公告及2026年5月16日公告，公司是国内针织革基布行业龙头企业，2025年针织革基布销量占行业市场规模的37.42%，市场占有率居行业第一。 2、据人民财讯2026年2月4日电，企查查APP显示，近日，湖南航升卫星科技有限公司发生工商变更，新增云中马等为股东，同时注册资本增至1351.11万元。企查查信息显示，该公司成立于2015年，经营范围包含：航空航天配套零部件、航空航天地面装备、航空航天非标设备设计等。据其官网，航升卫星是一家商业微小卫星研发商，其具备独立的卫星总体设计与工程研制能力。 3、据2026年6月10日公告，公司向特定对象发行股票申请获上海证券交易所审核通过，拟募集资金5.3亿元用于年产13.5万吨DTY丝及12万吨高性能革基布坯布项目。	公司战略投资中玺新材，后者国内唯一实现连续化淤浆聚合生产工艺的中高端UHMWPE颗粒供应商，UMHWPE得益于超高耐磨性，被众多主流机器人公司采纳为腱绳材料方案	2026-05-08\|47.26\|-0.17\|47.07\|48.28\|47.00\|13048;2026-05-11\|51.35\|8.65\|47.86\|51.84\|47.48\|46732;2026-05-12\|49.80\|-3.02\|51.70\|51.80\|49.31\|25501;2026-05-13\|48.75\|-2.11\|49.77\|50.51\|48.60\|21401;2026-05-14\|48.19\|-1.15\|48.88\|49.63\|47.80\|17306;2026-05-15\|47.67\|-1.08\|48.33\|49.37\|47.20\|21108;2026-05-18\|48.15\|1.01\|47.59\|48.69\|46.64\|17476;2026-05-19\|47.20\|-1.97\|48.06\|48.20\|46.82\|13040;2026-05-20\|47.43\|0.49\|47.15\|48.56\|47.15\|13668;2026-05-21\|46.21\|-2.57\|47.50\|48.47\|45.88\|18213;2026-05-22\|46.70\|1.06\|46.30\|47.28\|44.73\|13962;2026-05-25\|47.02\|0.69\|46.70\|47.40\|45.68\|21815;2026-05-26\|45.85\|-2.49\|47.02\|47.26\|44.32\|21962;2026-05-27\|45.55\|-0.65\|46.19\|46.96\|45.10\|18720;2026-05-28\|44.05\|-3.29\|45.28\|45.79\|43.45\|17526;2026-05-29\|42.40\|-3.75\|44.01\|44.41\|42.00\|15162;2026-06-01\|41.51\|-2.10\|42.40\|42.64\|41.01\|14820;2026-06-02\|41.20\|-0.75\|41.50\|41.96\|39.90\|15986;2026-06-03\|42.79\|3.86\|41.20\|45.18\|40.39\|26537;2026-06-04\|44.02\|2.87\|42.36\|44.81\|42.15\|17914;2026-06-05\|45.03\|2.29\|44.65\|46.16\|43.19\|20767;2026-06-08\|44.93\|-0.22\|43.35\|46.44\|43.35\|18033;2026-06-09\|45.95\|2.27\|45.26\|46.12\|44.60\|15663;2026-06-10\|45.58\|-0.81\|46.00\|46.45\|44.80\|14161;2026-06-11\|44.00\|-3.47\|45.12\|45.65\|43.80\|11553;2026-06-12\|43.68\|-0.73\|44.50\|44.81\|43.40\|12068;2026-06-15\|45.18\|3.43\|43.71\|46.13\|43.02\|24080;2026-06-16\|44.77\|-0.91\|45.60\|46.55\|44.72\|14442;2026-06-17\|44.29\|-1.07\|44.47\|45.50\|43.87\|11487;2026-06-18\|43.35\|-2.12\|44.16\|45.99\|42.65\|28284;2026-06-22\|42.99\|-0.83\|43.35\|43.60\|41.63\|19913;2026-06-23\|43.56\|1.33\|42.45\|44.30\|42.45\|10818;2026-06-24\|42.76\|-1.84\|43.56\|43.56\|42.37\|10252;2026-06-25\|41.77\|-2.32\|42.46\|43.65\|41.75\|15584;2026-06-26\|39.75\|-4.84\|41.77\|41.77\|39.57\|21654;2026-06-29\|37.95\|-4.53\|40.08\|40.08\|36.90\|19757;2026-06-30\|41.75\|10.01\|38.00\|41.75\|37.72\|25960;2026-07-01\|41.45\|-0.72\|41.36\|44.67\|41.16\|34579;2026-07-02\|39.53\|-4.63\|42.48\|42.74\|39.50\|22217;2026-07-03\|40.32\|2.00\|40.40\|40.96\|39.30\|17473;2026-07-06\|42.41\|5.18\|40.57\|43.73\|40.12\|30385;2026-07-07\|39.92\|-5.87\|42.00\|42.63\|39.50\|23402;2026-07-08\|39.04\|-2.20\|39.98\|40.31\|38.45\|13688;2026-07-09\|38.72\|-0.82\|39.00\|39.26\|37.43\|12482;2026-07-10\|38.59\|-0.34\|38.72\|41.36\|38.03\|20629;2026-07-13\|35.28\|-8.58\|38.50\|38.50\|35.15\|22494;2026-07-14\|35.20\|-0.23\|36.03\|36.04\|34.18\|15241;2026-07-15\|38.72\|10.00\|34.84\|38.72\|34.83\|23766;2026-07-16\|38.12\|-1.55\|38.72\|39.98\|37.39\|26960;2026-07-17\|35.82\|-6.03\|38.49\|38.95\|34.90\|24318;2026-07-20\|34.15\|-4.66\|36.17\|36.17\|33.70\|17782;2026-07-21\|33.62\|-1.55\|33.70\|34.34\|31.60\|16817;2026-07-22\|34.16\|1.61\|33.50\|35.10\|33.06\|11147;2026-07-23\|35.64\|4.33\|34.16\|36.11\|33.20\|13352;2026-07-24\|35.91\|0.76\|35.46\|37.39\|35.21\|15470;2026-07-27\|36.88\|2.70\|36.62\|37.23\|35.50\|9134;2026-07-28\|36.53\|-0.95\|36.50\|37.20\|36.20\|6375;2026-07-29\|37.70\|3.20\|36.90\|38.60\|36.06\|17949;2026-07-30\|36.72\|-2.60\|37.97\|37.97\|36.43\|11761;2026-07-31\|37.93\|3.30\|37.67\|39.60\|36.72\|17424;2026-08-03\|41.72\|9.99\|39.00\|41.72\|38.18\|28099;2026-08-04\|40.96\|-1.82\|42.00\|42.98\|40.71\|37051;2026-08-05\|41.00\|0.10\|40.58\|42.00\|40.45\|17595;2026-08-06\|40.53\|-1.15\|41.00\|41.75\|40.22\|19264;2026-08-07\|40.30\|-0.57\|40.37\|40.65\|39.60\|15646;2026-08-10\|44.33\|10.00\|40.55\|44.33\|40.05\|34630;2026-08-11\|44.11\|-0.50\|44.33\|44.78\|42.80\|29958;2026-08-12\|43.86\|-0.57\|44.00\|45.02\|43.60\|15774;2026-08-13\|42.64\|-2.78\|43.84\|45.18\|42.53\|15978;2026-08-14\|41.98\|-1.55\|42.64\|42.79\|41.50\|12484;2026-08-17\|41.89\|-0.21\|42.17\|42.41\|41.20\|11667;2026-08-18\|42.08\|0.45\|42.06\|43.38\|41.08\|22918;2026-08-19\|39.46\|-6.23\|41.94\|41.95\|39.21\|15820;2026-08-20\|39.80\|0.86\|39.45\|40.90\|39.45\|11977;2026-08-21\|40.07\|0.68\|40.30\|40.41\|39.27\|6593;2026-08-24\|41.21\|2.85\|40.27\|41.50\|39.99\|16094;2026-08-25\|41.56\|0.85\|41.23\|41.78\|40.63\|9794;2026-08-26\|40.38\|-2.84\|41.50\|41.50\|39.75\|7583;2026-08-27\|40.05\|-0.82\|41.40\|41.40\|39.86\|12284;2026-08-28\|39.75\|-0.75\|40.16\|40.21\|39.73\|7359;2026-08-31\|39.56\|-0.48\|39.36\|40.25\|38.99\|11637;2026-09-01\|39.33\|-0.58\|39.56\|40.50\|39.30\|9923;2026-09-02\|38.65\|-1.73\|39.02\|39.53\|38.42\|7095;2026-09-03\|38.57\|-0.21\|38.96\|39.66\|38.04\|7433;2026-09-04\|38.18\|-1.01\|38.58\|39.33\|37.84\|8044;2026-09-07\|38.35\|0.45\|38.23\|39.33\|37.70\|10019;2026-09-08\|39.03\|1.77\|38.00\|39.37\|38.00\|9250;2026-09-09\|38.20\|-2.13\|38.66\|39.23\|37.98\|10052;2026-09-10\|37.10\|-2.88\|38.20\|38.36\|37.00\|8299;2026-09-11\|36.47\|-1.70\|36.86\|37.18\|35.97\|7628
117930	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+六维力传感器+传感器森林行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年5月30日业绩说明会，公司2025年机器人力学传感器销售量超1500只，送样客户超70家，已进入小批量生产向批量化供应过渡阶段，其中应用于AI理疗机器人及开普勒人形机器人的产品均实现数百台批量出货。 2、据2026年5月30日业绩说明会，公司围绕力觉、触觉、惯性等关键环节，先后战略投资了开普勒人形机器人本体、猿声先达触觉传感器、他山科技触觉传感器等五家机器人产业链企业，初步构建覆盖多模态感知的完整传感方案体系。 3、据2025年年度报告，公司是国内传感器行业品种较多的上市公司，称重测力传感器连续多年全国市占率第一，围绕“传感器森林”战略，致力于成为智能传感器及物联网系统解决方案提供商。	公司六维力传感器给华为送样	2026-05-08\|61.30\|3.99\|58.98\|61.84\|58.72\|103553;2026-05-11\|61.24\|-0.10\|61.75\|61.98\|60.08\|73590;2026-05-12\|61.34\|0.16\|61.25\|62.57\|60.79\|55962;2026-05-13\|61.20\|-0.23\|60.72\|61.63\|60.52\|46011;2026-05-14\|60.39\|-1.32\|61.43\|61.90\|60.10\|58593;2026-05-15\|64.02\|6.01\|60.12\|64.66\|60.10\|131139;2026-05-18\|67.85\|5.98\|64.05\|68.00\|63.58\|168914;2026-05-19\|66.70\|-1.69\|68.00\|68.30\|66.25\|107995;2026-05-20\|66.28\|-0.63\|65.76\|67.20\|65.20\|80742;2026-05-21\|67.42\|1.72\|66.86\|69.50\|66.85\|161197;2026-05-22\|67.43\|0.01\|68.00\|68.12\|65.52\|104203;2026-05-25\|67.78\|0.52\|67.75\|68.43\|66.02\|103620;2026-05-26\|69.19\|2.08\|68.39\|70.81\|67.52\|142279;2026-05-27\|66.00\|-4.61\|67.80\|68.50\|65.91\|111188;2026-05-28\|63.73\|-3.44\|65.56\|65.56\|62.72\|94911;2026-05-29\|60.55\|-4.99\|64.08\|64.43\|59.70\|90138;2026-06-01\|58.66\|-3.12\|60.00\|60.77\|58.62\|58134;2026-06-02\|60.80\|3.65\|60.10\|62.18\|59.87\|79710;2026-06-03\|62.17\|2.25\|60.60\|64.38\|59.60\|95747;2026-06-04\|62.93\|1.22\|61.60\|64.59\|60.91\|77495;2026-06-05\|66.24\|5.26\|62.71\|67.27\|60.10\|149212;2026-06-08\|69.90\|5.53\|63.73\|69.90\|63.73\|226518;2026-06-09\|71.15\|1.79\|69.00\|73.51\|66.81\|229119;2026-06-10\|68.88\|-3.19\|68.81\|72.99\|68.06\|174981;2026-06-11\|64.97\|-5.68\|67.02\|68.60\|64.61\|165785;2026-06-12\|64.34\|-0.97\|66.00\|69.70\|64.07\|164750;2026-06-15\|66.60\|3.51\|64.34\|67.25\|63.90\|107118;2026-06-16\|69.16\|3.84\|66.58\|71.43\|65.75\|145711;2026-06-17\|70.32\|1.68\|68.50\|72.22\|68.00\|147540;2026-06-18\|70.09\|-0.33\|69.69\|71.93\|69.20\|121653;2026-06-22\|69.60\|-0.70\|69.47\|71.55\|67.20\|141225;2026-06-23\|70.46\|1.24\|68.54\|72.35\|66.51\|179063;2026-06-24\|68.67\|-2.54\|70.46\|70.89\|67.13\|118104;2026-06-25\|67.17\|-2.18\|68.67\|70.38\|65.54\|127185;2026-06-26\|65.03\|-3.19\|66.70\|68.67\|65.02\|109304;2026-06-29\|64.70\|-0.51\|65.03\|65.55\|61.40\|114359;2026-06-30\|71.17\|10.00\|64.70\|71.17\|64.70\|159129;2026-07-01\|74.63\|4.86\|72.50\|75.38\|71.95\|226773;2026-07-02\|73.82\|-1.09\|74.68\|77.15\|72.13\|235351;2026-07-03\|80.00\|8.37\|75.27\|81.20\|73.53\|357256;2026-07-06\|73.20\|-8.50\|78.57\|78.57\|73.15\|285657;2026-07-07\|69.60\|-4.92\|73.00\|75.28\|69.01\|192951;2026-07-08\|63.28\|-9.08\|69.60\|70.00\|63.19\|175683;2026-07-09\|63.63\|0.55\|63.28\|63.75\|60.65\|135237;2026-07-10\|63.84\|0.33\|63.63\|67.60\|63.50\|156718;2026-07-13\|58.65\|-8.13\|63.50\|63.51\|58.41\|123009;2026-07-14\|58.65\|0.00\|58.55\|59.20\|56.54\|83829;2026-07-15\|58.41\|-0.41\|58.99\|59.51\|56.67\|73344;2026-07-16\|57.00\|-1.81\|57.33\|59.27\|56.65\|68869;2026-07-17\|52.60\|-7.72\|56.96\|57.20\|52.60\|85790;2026-07-20\|48.52\|-7.76\|53.60\|53.60\|47.34\|114298;2026-07-21\|50.71\|4.51\|49.26\|50.78\|46.84\|93429;2026-07-22\|49.11\|-3.16\|50.55\|50.57\|48.81\|70417;2026-07-23\|48.69\|-0.86\|48.31\|49.02\|48.10\|55359;2026-07-24\|46.40\|-4.70\|47.60\|48.50\|46.40\|53804;2026-07-27\|48.63\|4.81\|46.25\|48.65\|46.11\|52479;2026-07-28\|47.94\|-1.42\|48.10\|49.28\|47.77\|42692;2026-07-29\|48.66\|1.50\|48.33\|49.10\|47.08\|53427;2026-07-30\|46.73\|-3.97\|48.31\|48.64\|46.23\|51941;2026-07-31\|50.53\|8.13\|48.40\|51.40\|48.40\|117039;2026-08-03\|51.87\|2.65\|50.53\|52.27\|50.50\|84857;2026-08-04\|53.14\|2.45\|51.88\|53.30\|51.40\|77972;2026-08-05\|54.25\|2.09\|53.00\|54.62\|52.68\|77524;2026-08-06\|53.86\|-0.72\|53.50\|54.67\|53.09\|61101;2026-08-07\|54.39\|0.98\|54.00\|54.48\|52.70\|63431;2026-08-10\|53.08\|-2.41\|54.72\|54.79\|52.76\|46841;2026-08-11\|53.80\|1.36\|52.92\|54.44\|52.30\|66476;2026-08-12\|53.90\|0.19\|53.41\|54.33\|53.20\|43294;2026-08-13\|53.38\|-0.96\|54.08\|54.88\|53.34\|53240;2026-08-14\|53.35\|-0.06\|53.84\|54.05\|52.58\|39706;2026-08-17\|54.79\|2.70\|53.35\|54.89\|52.81\|57663;2026-08-18\|55.01\|0.40\|55.68\|55.90\|54.10\|76343;2026-08-19\|49.51\|-10.00\|54.13\|54.16\|49.51\|100596;2026-08-20\|49.05\|-0.93\|50.25\|50.29\|48.41\|59572;2026-08-21\|49.48\|0.88\|48.92\|49.64\|48.13\|36022;2026-08-24\|47.97\|-3.05\|49.00\|49.47\|47.36\|45482;2026-08-25\|48.92\|1.98\|47.50\|49.40\|46.96\|37751;2026-08-26\|48.67\|-0.51\|48.92\|49.48\|48.37\|23651;2026-08-27\|49.66\|2.03\|48.82\|49.75\|48.55\|27989;2026-08-28\|50.48\|1.65\|51.16\|52.47\|50.46\|66101;2026-08-31\|52.40\|3.80\|50.01\|52.64\|49.86\|64076;2026-09-01\|51.33\|-2.04\|52.20\|52.90\|51.19\|40337;2026-09-02\|50.87\|-0.90\|51.00\|51.38\|50.20\|26516;2026-09-03\|51.56\|1.36\|51.10\|52.65\|51.00\|38113;2026-09-04\|50.25\|-2.54\|52.10\|52.47\|49.90\|36703;2026-09-07\|50.80\|1.09\|50.38\|51.47\|50.06\|31204;2026-09-08\|49.95\|-1.67\|50.75\|51.26\|49.85\|29852;2026-09-09\|49.29\|-1.32\|50.00\|50.20\|49.09\|24874;2026-09-10\|48.17\|-2.27\|49.00\|49.00\|48.01\|25019;2026-09-11\|46.76\|-2.93\|47.71\|47.97\|46.04\|36813
117929	优必选50余款“超仿生人形机器人”首发亮相	与宇树科技合资+人形机器人+机器人零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据科创板日报2026年6月30日报道，宇树科技、晋拓股份等于6月29日共同成立上海拓天智联科技有限公司，其中晋拓股份持股60%，宇树科技持股10%；据中国新闻网2026年7月2日报道，中国证监会已同意宇树科技IPO注册。 2、据2026年4月23日年报，公司深耕机器人精密零部件领域逾十载，核心产品覆盖手臂、腿部、关节臂等关键结构件，已与国内头部企业建立合作关系，2026年将机器人零部件业务作为战略核心，抢抓人形机器人零部件规模化发展机遇。 3、据2026年4月23日年报及2026年4月30日公告，公司主营铝合金精密压铸件，形成了以汽车零部件为主，同时涵盖机器人及工业自动化零部件、卫星通信零部件的多元化产品结构，协作机器人客户包括UR、越疆、节卡等知名厂商。	公司机器人业务主要为国际知名品牌柔性机器人提供零部件；公司与施耐德、UR机器人等合作，向其供应伺服马达、感应器、机器关节所需要的零部件	2026-05-08\|28.15\|1.59\|27.59\|28.68\|27.30\|85645;2026-05-11\|28.08\|-0.25\|27.71\|28.20\|27.40\|71916;2026-05-12\|30.89\|10.01\|28.16\|30.89\|28.16\|94936;2026-05-13\|30.73\|-0.52\|30.93\|31.30\|29.59\|215077;2026-05-14\|30.61\|-0.39\|30.20\|31.87\|30.20\|167024;2026-05-15\|30.47\|-0.46\|30.50\|31.46\|29.80\|182729;2026-05-18\|29.32\|-3.77\|30.17\|30.17\|29.00\|113584;2026-05-19\|28.64\|-2.32\|29.03\|29.64\|28.33\|96551;2026-05-20\|30.18\|5.38\|28.72\|30.57\|28.72\|125218;2026-05-21\|29.54\|-2.12\|30.78\|31.45\|29.49\|108034;2026-05-22\|29.76\|0.74\|29.48\|30.64\|28.83\|69921;2026-05-25\|31.01\|4.20\|29.50\|31.66\|29.50\|109967;2026-05-26\|28.46\|-8.22\|31.81\|32.60\|28.00\|164178;2026-05-27\|27.54\|-3.23\|28.51\|29.11\|27.04\|95958;2026-05-28\|28.00\|1.67\|27.54\|29.00\|26.85\|69294;2026-05-29\|27.20\|-2.86\|28.40\|28.52\|26.92\|58890;2026-06-01\|26.68\|-1.91\|26.54\|27.29\|26.45\|39805;2026-06-02\|26.50\|-0.67\|26.45\|26.78\|25.50\|51625;2026-06-03\|26.85\|1.32\|26.39\|27.94\|26.39\|49125;2026-06-04\|27.60\|2.79\|26.65\|28.26\|26.60\|63803;2026-06-05\|27.52\|-0.29\|28.00\|28.15\|26.28\|62254;2026-06-08\|28.57\|3.82\|26.29\|29.13\|26.29\|92447;2026-06-09\|31.43\|10.01\|31.00\|31.43\|30.00\|104153;2026-06-10\|31.00\|-1.37\|31.73\|32.24\|30.70\|162491;2026-06-11\|33.09\|6.74\|30.80\|33.78\|30.17\|179425;2026-06-12\|29.78\|-10.00\|33.09\|33.10\|29.78\|168885;2026-06-15\|30.37\|1.98\|30.00\|30.97\|29.39\|133785;2026-06-16\|31.63\|4.15\|30.11\|31.85\|30.00\|92632;2026-06-17\|33.13\|4.74\|31.31\|33.97\|30.80\|129284;2026-06-18\|36.44\|9.99\|33.79\|36.44\|33.01\|91703;2026-06-22\|36.93\|1.34\|37.10\|37.30\|34.50\|173880;2026-06-23\|37.00\|0.19\|36.50\|37.67\|35.74\|133311;2026-06-24\|36.22\|-2.11\|36.48\|37.80\|35.58\|101136;2026-06-25\|34.80\|-3.92\|36.22\|37.32\|34.22\|113658;2026-06-26\|33.97\|-2.39\|35.60\|35.60\|33.58\|97542;2026-06-29\|32.28\|-4.97\|33.40\|33.90\|30.87\|100764;2026-06-30\|35.51\|10.01\|32.30\|35.51\|31.80\|132762;2026-07-01\|33.16\|-6.62\|35.88\|36.65\|32.90\|117565;2026-07-02\|32.67\|-1.48\|32.61\|34.30\|32.16\|80438;2026-07-03\|35.94\|10.01\|33.35\|35.94\|33.01\|76752;2026-07-06\|39.53\|9.99\|37.34\|39.53\|37.00\|138060;2026-07-07\|37.04\|-6.30\|39.14\|42.29\|35.94\|328768;2026-07-08\|34.98\|-5.56\|36.65\|38.90\|34.80\|192537;2026-07-09\|34.44\|-1.54\|35.00\|36.38\|33.00\|130211;2026-07-10\|37.88\|9.99\|33.92\|37.88\|33.80\|120079;2026-07-13\|34.02\|-10.00\|37.69\|37.69\|34.02\|152044;2026-07-14\|35.99\|5.79\|34.80\|36.50\|32.62\|133395;2026-07-15\|35.00\|-2.75\|36.60\|36.96\|34.49\|117017;2026-07-16\|36.00\|2.86\|34.10\|37.80\|33.46\|168904;2026-07-17\|32.40\|-10.00\|35.02\|35.44\|32.40\|136742;2026-07-20\|29.16\|-10.00\|31.95\|31.95\|29.16\|93426;2026-07-21\|26.89\|-7.78\|27.26\|28.02\|26.24\|176356;2026-07-22\|25.82\|-3.98\|26.26\|26.77\|25.33\|117700;2026-07-23\|25.00\|-3.18\|25.72\|25.77\|24.90\|84518;2026-07-24\|24.30\|-2.80\|24.30\|25.31\|23.71\|63507;2026-07-27\|24.95\|2.67\|24.32\|25.05\|23.88\|65343;2026-07-28\|23.40\|-6.21\|24.37\|25.10\|23.22\|61597;2026-07-29\|22.46\|-4.02\|23.40\|23.54\|21.89\|78623;2026-07-30\|20.21\|-10.02\|22.41\|22.43\|20.21\|112106;2026-07-31\|21.70\|7.37\|21.90\|22.23\|21.36\|169016;2026-08-03\|23.07\|6.31\|21.71\|23.87\|21.45\|207919;2026-08-04\|24.25\|5.11\|23.10\|24.25\|22.44\|143532;2026-08-05\|25.60\|5.57\|24.11\|26.12\|24.11\|106102;2026-08-06\|26.10\|1.95\|25.28\|26.65\|25.00\|87863;2026-08-07\|27.29\|4.56\|26.63\|27.57\|25.88\|103457;2026-08-10\|26.69\|-2.20\|27.52\|27.67\|26.07\|80252;2026-08-11\|26.86\|0.64\|26.37\|27.37\|26.01\|62738;2026-08-12\|27.58\|2.68\|26.88\|27.69\|26.74\|55142;2026-08-13\|26.82\|-2.76\|27.74\|27.92\|26.75\|60045;2026-08-14\|27.07\|0.93\|26.85\|27.11\|26.25\|53320;2026-08-17\|27.69\|2.29\|27.10\|27.94\|26.92\|56711;2026-08-18\|28.70\|3.65\|27.70\|28.84\|27.29\|91487;2026-08-19\|25.83\|-10.00\|28.32\|28.32\|25.83\|82887;2026-08-20\|23.25\|-9.99\|24.93\|25.11\|23.25\|88545;2026-08-21\|23.07\|-0.77\|22.91\|23.36\|22.51\|97789;2026-08-24\|22.01\|-4.59\|22.93\|23.31\|21.68\|108870;2026-08-25\|22.18\|0.77\|21.99\|22.34\|21.19\|70379;2026-08-26\|21.55\|-2.84\|22.23\|22.23\|21.35\|72159;2026-08-27\|21.95\|1.86\|21.40\|22.03\|21.23\|53791;2026-08-28\|21.58\|-1.69\|21.90\|22.12\|21.54\|51944;2026-08-31\|21.99\|1.90\|21.20\|22.05\|21.10\|55201;2026-09-01\|21.65\|-1.55\|22.14\|22.17\|21.45\|44678;2026-09-02\|21.08\|-2.63\|21.38\|21.43\|20.96\|49995;2026-09-03\|21.29\|1.00\|21.01\|21.50\|21.01\|42668;2026-09-04\|20.78\|-2.40\|21.64\|21.64\|20.52\|48493;2026-09-07\|20.90\|0.58\|20.69\|21.20\|20.69\|38973;2026-09-08\|20.91\|0.05\|20.95\|21.10\|20.68\|36318;2026-09-09\|20.70\|-1.00\|21.01\|21.19\|20.66\|28852;2026-09-10\|20.21\|-2.37\|20.70\|20.70\|20.19\|30349;2026-09-11\|19.87\|-1.68\|19.88\|20.18\|19.37\|45760
117928	优必选50余款“超仿生人形机器人”首发亮相	工业母机+进口替代+一季报增长 1、据2025年年度报告，公司产品定位于高端数控机床，服务的客户主要是航空航天、高铁、汽车零部件、模具等领域，在数控龙门加工中心领域取得突破。 2、据2025年年度报告，公司致力于高端数控金属切削机床的研发、生产和销售，主要产品包括数控龙门加工中心、数控卧式加工中心等；据2026年5月13日互动易，公司针对重点行业研制高性能产品，实现进口替代，并加速核心功能部件开发和批量化应用。 3、据2026年4月30日一季报，公司2026年第一季度实现营业收入8.15亿元，同比增长10.15%；归母净利润1.11亿元，同比增长12.57%。	国内领先的数控机床研发、生产企业，公司在数控机床研发领域已经有十余年的经验积累，主要产品包括包括数控龙门加工中心、数控卧式加工中心等	2026-05-08\|23.79\|6.63\|22.17\|24.20\|22.17\|185492;2026-05-11\|23.25\|-2.27\|23.70\|23.70\|22.95\|108682;2026-05-12\|23.09\|-0.69\|23.30\|23.77\|22.94\|88069;2026-05-13\|23.09\|0.00\|23.00\|23.22\|22.62\|62842;2026-05-14\|23.15\|0.26\|23.19\|23.60\|22.82\|70619;2026-05-15\|24.34\|5.14\|23.08\|25.20\|23.02\|162334;2026-05-18\|23.25\|-4.48\|24.20\|24.22\|23.05\|107337;2026-05-19\|23.79\|2.32\|23.18\|23.93\|23.18\|71977;2026-05-20\|23.28\|-2.14\|23.70\|24.96\|23.23\|66005;2026-05-21\|23.42\|0.60\|23.40\|24.30\|23.25\|117711;2026-05-22\|23.83\|1.75\|23.75\|23.99\|23.13\|74861;2026-05-25\|23.43\|-1.68\|23.93\|24.00\|23.16\|61813;2026-05-26\|23.26\|-0.73\|23.43\|23.68\|22.75\|68166;2026-05-27\|22.55\|-3.05\|23.58\|23.63\|22.25\|71422;2026-05-28\|22.46\|-0.40\|22.55\|22.80\|21.94\|53390;2026-05-29\|21.64\|-3.65\|22.46\|22.75\|21.28\|62020;2026-06-01\|21.31\|-1.52\|21.64\|21.75\|21.23\|52265;2026-06-02\|20.89\|-1.97\|21.30\|21.67\|20.85\|46136;2026-06-03\|20.30\|-2.82\|20.85\|20.95\|20.09\|66294;2026-06-04\|19.76\|-2.66\|20.10\|20.25\|19.56\|50483;2026-06-05\|20.51\|3.80\|19.76\|21.15\|18.94\|71999;2026-06-08\|20.66\|0.73\|20.31\|21.32\|20.26\|80581;2026-06-09\|21.22\|2.71\|20.85\|21.85\|20.71\|78677;2026-06-10\|20.29\|-4.38\|21.10\|21.55\|20.07\|60617;2026-06-11\|19.97\|-1.58\|19.99\|20.29\|19.63\|53007;2026-06-12\|19.96\|-0.05\|20.20\|20.94\|19.82\|69129;2026-06-15\|20.80\|4.21\|20.09\|21.15\|19.80\|71421;2026-06-16\|21.17\|1.78\|20.59\|21.27\|20.55\|49979;2026-06-17\|20.69\|-2.27\|21.16\|21.35\|20.58\|46466;2026-06-18\|21.20\|2.46\|20.69\|21.30\|20.60\|50573;2026-06-22\|20.00\|-5.66\|21.18\|21.19\|19.50\|95858;2026-06-23\|19.99\|-0.05\|19.96\|20.53\|19.70\|62410;2026-06-24\|19.75\|-1.20\|20.00\|20.26\|19.23\|70174;2026-06-25\|19.21\|-2.73\|19.72\|20.00\|19.08\|58780;2026-06-26\|18.46\|-3.90\|19.14\|19.17\|18.41\|76634;2026-06-29\|18.39\|-0.38\|18.46\|18.57\|17.78\|59419;2026-06-30\|20.23\|10.01\|18.68\|20.23\|18.42\|76716;2026-07-01\|20.13\|-0.49\|20.50\|20.88\|20.10\|98803;2026-07-02\|20.76\|3.13\|20.32\|21.55\|20.05\|96683;2026-07-03\|21.30\|2.60\|21.04\|21.90\|20.82\|106271;2026-07-06\|20.64\|-3.10\|21.25\|21.25\|20.33\|72800;2026-07-07\|20.40\|-1.16\|20.57\|21.11\|20.20\|64381;2026-07-08\|19.38\|-5.00\|20.21\|20.37\|19.36\|67387;2026-07-09\|19.30\|-0.41\|19.22\|19.45\|18.73\|49891;2026-07-10\|19.12\|-0.93\|19.33\|19.65\|18.98\|62030;2026-07-13\|17.75\|-7.17\|19.13\|19.13\|17.73\|104188;2026-07-14\|18.92\|6.59\|17.75\|18.96\|17.65\|88774;2026-07-15\|19.01\|0.48\|18.80\|19.24\|18.53\|47241;2026-07-16\|18.52\|-2.58\|18.92\|19.11\|18.45\|44393;2026-07-17\|18.13\|-2.11\|18.53\|18.71\|18.01\|60996;2026-07-20\|17.91\|-1.21\|18.41\|18.59\|17.70\|88507;2026-07-21\|18.24\|1.84\|18.02\|18.36\|17.73\|73731;2026-07-22\|17.83\|-2.25\|18.10\|18.18\|17.63\|69122;2026-07-23\|18.18\|1.96\|17.80\|18.22\|17.70\|48939;2026-07-24\|17.94\|-1.32\|18.10\|18.17\|17.82\|30756;2026-07-27\|18.39\|2.51\|17.66\|18.45\|17.65\|46392;2026-07-28\|18.82\|2.34\|18.19\|19.10\|18.11\|65255;2026-07-29\|19.23\|2.18\|18.89\|19.29\|18.80\|55069;2026-07-30\|19.05\|-0.94\|19.13\|19.65\|19.01\|49823;2026-07-31\|19.13\|0.42\|19.24\|19.52\|19.11\|49362;2026-08-03\|19.52\|2.04\|19.11\|19.61\|19.08\|39917;2026-08-04\|19.43\|-0.46\|19.59\|19.80\|19.35\|37648;2026-08-05\|19.44\|0.05\|19.45\|19.64\|19.34\|31317;2026-08-06\|19.48\|0.21\|19.53\|19.58\|19.19\|30438;2026-08-07\|19.41\|-0.36\|19.35\|19.55\|19.30\|26388;2026-08-10\|19.88\|2.42\|19.58\|20.28\|19.40\|74732;2026-08-11\|21.05\|5.89\|20.25\|21.25\|20.01\|208590;2026-08-12\|21.47\|2.00\|20.56\|21.94\|20.41\|198599;2026-08-13\|20.66\|-3.77\|21.24\|21.63\|20.63\|149695;2026-08-14\|20.30\|-1.74\|20.78\|21.26\|20.01\|98739;2026-08-17\|21.36\|5.22\|20.99\|21.97\|20.93\|172482;2026-08-18\|21.15\|-0.98\|21.00\|21.88\|20.97\|133253;2026-08-19\|20.21\|-4.44\|20.71\|20.93\|20.19\|95503;2026-08-20\|20.48\|1.34\|20.39\|20.81\|20.06\|75603;2026-08-21\|20.10\|-1.86\|20.42\|20.43\|20.05\|48453;2026-08-24\|19.75\|-1.74\|20.18\|20.18\|19.57\|48718;2026-08-25\|19.80\|0.25\|19.67\|19.88\|19.42\|44215;2026-08-26\|19.82\|0.10\|19.85\|20.19\|19.70\|36111;2026-08-27\|20.04\|1.11\|19.77\|20.12\|19.66\|44240;2026-08-28\|19.92\|-0.60\|20.00\|20.22\|19.76\|49769;2026-08-31\|21.91\|9.99\|20.85\|21.91\|20.85\|103538;2026-09-01\|22.46\|2.51\|22.20\|22.75\|22.15\|232759;2026-09-02\|22.60\|0.62\|22.46\|22.85\|22.25\|133613;2026-09-03\|22.52\|-0.35\|22.62\|22.84\|22.30\|91962;2026-09-04\|22.63\|0.49\|22.52\|22.88\|22.44\|90865;2026-09-07\|23.35\|3.18\|22.76\|23.50\|22.20\|123467;2026-09-08\|22.76\|-2.53\|23.30\|23.66\|22.70\|84167;2026-09-09\|22.73\|-0.13\|22.74\|22.81\|22.39\|61710;2026-09-10\|22.26\|-2.07\|22.63\|22.72\|22.16\|51752;2026-09-11\|21.83\|-1.93\|22.00\|22.15\|21.32\|60911
117927	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+飞行汽车+汽车金属结构件行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2025年9月10日业绩说明会，公司已获取飞行器产品定点累计金额超3亿元；行星滚柱丝杠经检测多批次传动效率处于行业领先地位，公司持续与多家机器人团队交流并送样。 2、据2026年4月25日年报，公司全面推进与国内新势力第一梯队车企同时为飞行汽车头部企业业务合作，在取得其新能源汽车产品及飞行汽车产品定点的同时，积极推进人形机器人相关配套产品落地。 3、据2026年5月21日公告，控股股东拟协议转让5.0121%股份引入钎镱汇金1号基金，有助于优化股权结构；据2026年5月26日机构调研，2026年一季度公司归母净利润同比增长127.15%，得益于深耕主业与成本管控。	汽车金属零部件供应商，表示积极寻求新能源汽车产业链增量市场、人形机器人等领域的投资并购机会	2026-05-08\|13.12\|1.78\|12.81\|13.20\|12.78\|61789;2026-05-11\|13.16\|0.30\|13.30\|13.35\|12.98\|79882;2026-05-12\|13.05\|-0.84\|13.16\|13.24\|12.96\|44441;2026-05-13\|13.37\|2.45\|13.12\|13.50\|12.99\|69581;2026-05-14\|13.01\|-2.69\|13.36\|13.49\|12.91\|73361;2026-05-15\|13.30\|2.23\|13.03\|13.55\|13.03\|79057;2026-05-18\|13.36\|0.45\|13.30\|13.36\|13.01\|79147;2026-05-19\|13.45\|0.67\|13.43\|13.69\|13.28\|64256;2026-05-20\|14.01\|4.16\|13.38\|14.08\|13.15\|119309;2026-05-21\|13.67\|-2.43\|13.93\|14.56\|13.60\|156704;2026-05-22\|14.06\|2.85\|13.52\|14.42\|13.45\|133074;2026-05-25\|14.71\|4.62\|14.30\|14.98\|14.17\|158159;2026-05-26\|14.19\|-3.54\|14.58\|14.90\|13.90\|166071;2026-05-27\|13.95\|-1.69\|14.03\|14.33\|13.78\|90803;2026-05-28\|13.70\|-1.79\|13.86\|14.21\|13.47\|97786;2026-05-29\|13.57\|-0.95\|13.60\|13.88\|13.42\|88553;2026-06-01\|13.85\|2.06\|13.71\|14.06\|13.18\|81500;2026-06-02\|14.37\|3.75\|13.95\|14.51\|13.85\|112130;2026-06-03\|15.81\|10.02\|14.21\|15.81\|14.11\|226085;2026-06-04\|16.71\|5.69\|15.95\|17.00\|15.91\|317216;2026-06-05\|17.62\|5.45\|16.50\|17.75\|16.37\|308998;2026-06-08\|17.97\|1.99\|16.98\|18.18\|16.78\|300100;2026-06-09\|19.77\|10.02\|17.80\|19.77\|17.58\|163529;2026-06-10\|17.79\|-10.02\|20.68\|20.78\|17.79\|297071;2026-06-11\|16.55\|-6.97\|16.64\|17.80\|16.05\|349648;2026-06-12\|15.65\|-5.44\|16.70\|16.70\|15.60\|269667;2026-06-15\|15.38\|-1.73\|15.94\|16.23\|15.19\|205168;2026-06-16\|15.04\|-2.21\|15.21\|15.54\|14.95\|167759;2026-06-17\|15.48\|2.93\|14.85\|15.75\|14.71\|233148;2026-06-18\|15.06\|-2.71\|15.25\|15.48\|14.92\|130316;2026-06-22\|14.33\|-4.85\|14.90\|15.18\|14.15\|148991;2026-06-23\|14.09\|-1.67\|14.26\|14.52\|14.07\|81512;2026-06-24\|13.64\|-3.19\|14.10\|14.19\|13.50\|75999;2026-06-25\|13.18\|-2.30\|13.50\|13.60\|13.05\|83718;2026-06-26\|13.30\|0.91\|13.09\|13.85\|12.75\|129351;2026-06-29\|13.55\|1.88\|13.32\|13.65\|12.93\|104027;2026-06-30\|14.91\|10.04\|13.65\|14.91\|13.45\|133693;2026-07-01\|14.35\|-3.76\|15.19\|15.30\|14.21\|171448;2026-07-02\|14.39\|0.28\|14.25\|14.88\|14.24\|139628;2026-07-03\|14.92\|3.68\|14.52\|15.45\|14.42\|179049;2026-07-06\|14.33\|-3.95\|14.78\|15.31\|14.26\|133850;2026-07-07\|14.03\|-2.09\|14.18\|14.81\|14.02\|95321;2026-07-08\|13.20\|-5.92\|13.90\|13.91\|13.10\|102027;2026-07-09\|13.25\|0.38\|13.38\|13.55\|12.75\|73169;2026-07-10\|13.12\|-0.98\|13.17\|13.60\|13.10\|57399;2026-07-13\|12.26\|-6.55\|13.10\|13.10\|12.18\|68127;2026-07-14\|12.17\|-0.73\|12.28\|12.50\|11.90\|47886;2026-07-15\|12.54\|3.04\|12.30\|12.70\|11.88\|72149;2026-07-16\|12.09\|-3.59\|12.41\|12.50\|11.98\|63234;2026-07-17\|11.42\|-5.54\|12.01\|12.24\|11.22\|89801;2026-07-20\|10.84\|-5.08\|11.46\|11.77\|10.70\|82681;2026-07-21\|11.10\|2.40\|10.92\|11.26\|10.00\|94750;2026-07-22\|10.96\|-1.26\|10.96\|11.15\|10.81\|53010;2026-07-23\|11.04\|0.73\|10.83\|11.08\|10.78\|32992;2026-07-24\|11.11\|0.63\|11.01\|11.26\|10.85\|37842;2026-07-27\|11.44\|2.97\|11.11\|11.44\|11.06\|34005;2026-07-28\|11.96\|4.55\|11.33\|12.39\|11.30\|105054;2026-07-29\|11.72\|-2.01\|12.26\|12.38\|11.31\|112935;2026-07-30\|11.15\|-4.86\|11.58\|11.84\|11.08\|83002;2026-07-31\|11.48\|2.96\|11.26\|11.62\|11.23\|59121;2026-08-03\|11.95\|4.09\|11.44\|11.99\|11.42\|57951;2026-08-04\|12.25\|2.51\|11.94\|12.28\|11.83\|47835;2026-08-05\|12.75\|4.08\|12.25\|12.79\|12.25\|50391;2026-08-06\|12.63\|-0.94\|12.77\|13.01\|12.41\|56513;2026-08-07\|12.74\|0.87\|12.60\|12.85\|12.36\|40988;2026-08-10\|12.54\|-1.57\|12.74\|12.74\|12.44\|41115;2026-08-11\|12.80\|2.07\|12.53\|12.95\|12.37\|46427;2026-08-12\|13.45\|5.08\|12.78\|13.50\|12.72\|52801;2026-08-13\|13.00\|-3.35\|13.54\|13.54\|13.00\|51491;2026-08-14\|12.91\|-0.69\|13.04\|13.08\|12.80\|27664;2026-08-17\|13.06\|1.16\|12.96\|13.10\|12.73\|49796;2026-08-18\|12.85\|-1.61\|13.03\|13.03\|12.66\|44325;2026-08-19\|12.07\|-6.07\|12.79\|12.85\|12.02\|49402;2026-08-20\|12.21\|1.16\|12.13\|12.38\|12.13\|31186;2026-08-21\|12.86\|5.32\|12.05\|13.43\|12.05\|155999;2026-08-24\|12.09\|-5.99\|12.99\|13.03\|11.99\|127214;2026-08-25\|12.23\|1.16\|11.88\|12.28\|11.82\|65874;2026-08-26\|12.25\|0.16\|12.12\|12.44\|12.09\|37949;2026-08-27\|12.56\|2.53\|12.20\|12.58\|12.08\|39716;2026-08-28\|11.93\|-5.02\|12.05\|12.21\|11.46\|118906;2026-08-31\|12.02\|0.75\|11.77\|12.20\|11.65\|62379;2026-09-01\|12.01\|-0.08\|11.92\|12.27\|11.92\|32473;2026-09-02\|11.87\|-1.17\|11.90\|11.98\|11.75\|22492;2026-09-03\|11.97\|0.84\|11.70\|12.08\|11.66\|37882;2026-09-04\|11.81\|-1.34\|11.97\|12.14\|11.75\|35824;2026-09-07\|11.72\|-0.76\|11.81\|12.04\|11.70\|23199;2026-09-08\|11.74\|0.17\|11.78\|11.82\|11.55\|25510;2026-09-09\|11.62\|-1.02\|11.75\|11.82\|11.52\|26937;2026-09-10\|11.40\|-1.89\|11.60\|11.69\|11.36\|19209;2026-09-11\|11.25\|-1.32\|11.36\|11.36\|11.04\|23275
117926	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+空心杯电机+一季报增长行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2025年年度报告，公司控制电机及其驱动系统业务在机器人应用领域营收同比增长约22%，无刷电机模组、空心杯模组等产品广泛适用于灵巧手及关节电机模组。 2、据2026年一季报，公司一季度营收7.00亿元，同比增长17.65%；归母净利润1381.71万元，同比增长92.19%。 3、据华源证券2026年6月1日研报，公司是HB步进电机龙头，在人形机器人领域具备产品谱系布局完整等核心优势。	1、全球运动控制领域先进制造商，混合式步进电机的市占率稳居全球前三；公司及子公司安浦鸣志、美国AMP、美国LIN、瑞士T Motion、鸣志派博思均深度布局于移动机器人行业，目前已拥有步进系统、伺服系统、通用驱动系统和控制技术系统四大类产品线； 2、公司的控制电机产品主要应用于通信基站、天线设施和其他相关基站设备中，华为是公司重要客户	2026-05-08\|63.48\|3.49\|61.35\|64.59\|61.00\|139893;2026-05-11\|63.91\|0.68\|64.19\|64.55\|62.35\|112561;2026-05-12\|63.43\|-0.75\|63.88\|65.16\|63.10\|77691;2026-05-13\|63.45\|0.03\|63.20\|63.68\|62.02\|66513;2026-05-14\|61.74\|-2.69\|63.83\|63.91\|61.73\|69694;2026-05-15\|64.99\|5.26\|61.74\|66.58\|61.74\|174005;2026-05-18\|67.15\|3.32\|65.30\|67.71\|65.00\|172292;2026-05-19\|67.71\|0.83\|67.48\|69.00\|67.01\|147899;2026-05-20\|66.47\|-1.83\|66.72\|67.44\|65.51\|101403;2026-05-21\|67.40\|1.40\|65.99\|69.80\|65.97\|174406;2026-05-22\|68.19\|1.17\|67.78\|68.38\|66.00\|129308;2026-05-25\|68.99\|1.17\|69.20\|69.99\|68.00\|121727;2026-05-26\|70.00\|1.46\|69.61\|73.00\|68.49\|177719;2026-05-27\|66.55\|-4.93\|68.00\|69.30\|66.50\|136066;2026-05-28\|64.74\|-2.72\|66.86\|66.94\|62.97\|126452;2026-05-29\|61.32\|-5.28\|64.67\|66.38\|60.75\|109641;2026-06-01\|59.77\|-2.53\|61.00\|62.35\|59.70\|96713;2026-06-02\|62.51\|4.58\|60.93\|64.55\|60.93\|130437;2026-06-03\|62.28\|-0.37\|62.19\|64.95\|61.71\|111124;2026-06-04\|63.52\|1.99\|61.92\|65.75\|60.82\|113599;2026-06-05\|65.82\|3.62\|63.00\|67.88\|59.88\|191316;2026-06-08\|67.45\|2.48\|63.38\|67.92\|63.37\|187770;2026-06-09\|66.12\|-1.97\|66.98\|66.98\|64.68\|137642;2026-06-10\|62.69\|-5.19\|65.16\|66.08\|62.15\|116735;2026-06-11\|61.22\|-2.34\|62.07\|62.70\|59.81\|101671;2026-06-12\|60.70\|-0.85\|61.99\|64.28\|59.45\|131171;2026-06-15\|62.27\|2.59\|60.70\|62.45\|60.00\|88678;2026-06-16\|62.20\|-0.11\|61.90\|63.26\|61.66\|85349;2026-06-17\|61.33\|-1.40\|61.50\|61.86\|60.60\|64570;2026-06-18\|63.86\|4.16\|61.16\|65.60\|60.58\|127608;2026-06-22\|60.30\|-5.57\|63.23\|63.80\|58.52\|134379;2026-06-23\|59.42\|-1.46\|59.58\|61.95\|57.57\|106299;2026-06-24\|59.69\|0.45\|59.49\|62.18\|59.02\|108325;2026-06-25\|58.83\|-1.44\|59.70\|62.18\|58.00\|124474;2026-06-26\|55.84\|-5.08\|58.80\|58.83\|55.80\|101961;2026-06-29\|55.38\|-0.82\|55.51\|56.10\|53.15\|100195;2026-06-30\|60.92\|10.00\|56.00\|60.92\|56.00\|123982;2026-07-01\|63.14\|3.64\|60.88\|63.80\|60.60\|151082;2026-07-02\|63.37\|0.36\|63.14\|65.80\|62.31\|158346;2026-07-03\|68.02\|7.34\|64.63\|69.71\|64.20\|263835;2026-07-06\|65.09\|-4.31\|67.55\|67.78\|65.00\|190553;2026-07-07\|63.30\|-2.75\|65.10\|67.55\|62.99\|122018;2026-07-08\|58.70\|-7.27\|62.80\|63.56\|58.63\|120248;2026-07-09\|59.65\|1.62\|58.63\|59.85\|57.05\|87912;2026-07-10\|60.36\|1.19\|60.48\|63.99\|60.03\|129055;2026-07-13\|55.89\|-7.41\|59.82\|60.00\|55.40\|104870;2026-07-14\|55.70\|-0.34\|55.63\|56.59\|53.76\|78096;2026-07-15\|54.61\|-1.96\|56.56\|56.81\|53.95\|77286;2026-07-16\|55.00\|0.71\|53.52\|57.62\|53.25\|90325;2026-07-17\|49.54\|-9.93\|55.08\|55.88\|49.54\|108034;2026-07-20\|47.86\|-3.39\|49.87\|50.47\|46.30\|88777;2026-07-21\|50.00\|4.47\|47.86\|50.09\|47.31\|79242;2026-07-22\|49.06\|-1.88\|49.80\|50.15\|48.51\|52392;2026-07-23\|48.40\|-1.35\|47.80\|48.79\|47.20\|46105;2026-07-24\|46.46\|-4.01\|47.30\|47.98\|46.22\|47662;2026-07-27\|48.22\|3.79\|46.46\|48.30\|46.28\|42874;2026-07-28\|47.01\|-2.51\|47.70\|48.15\|46.80\|39442;2026-07-29\|47.41\|0.85\|47.20\|47.66\|46.00\|48241;2026-07-30\|45.27\|-4.51\|46.80\|47.28\|44.78\|60232;2026-07-31\|49.44\|9.21\|46.80\|49.80\|46.67\|105702;2026-08-03\|51.40\|3.96\|49.63\|51.58\|49.52\|97407;2026-08-04\|51.82\|0.82\|51.00\|52.08\|50.06\|71990;2026-08-05\|52.48\|1.27\|51.83\|52.60\|51.68\|74526;2026-08-06\|52.17\|-0.59\|51.91\|53.09\|51.54\|62705;2026-08-07\|52.95\|1.50\|52.80\|52.99\|51.20\|64400;2026-08-10\|51.72\|-2.32\|53.21\|53.58\|51.34\|55999;2026-08-11\|52.89\|2.26\|51.50\|53.50\|50.85\|79381;2026-08-12\|52.51\|-0.72\|52.88\|53.20\|52.40\|45794;2026-08-13\|52.08\|-0.82\|52.53\|53.82\|52.02\|57473;2026-08-14\|52.17\|0.17\|52.08\|52.60\|51.52\|37332;2026-08-17\|53.50\|2.55\|52.18\|53.60\|51.72\|54316;2026-08-18\|54.48\|1.83\|54.03\|54.53\|52.98\|92636;2026-08-19\|49.03\|-10.00\|53.50\|53.50\|49.03\|93718;2026-08-20\|47.00\|-4.14\|48.88\|49.30\|46.73\|83447;2026-08-21\|47.40\|0.85\|46.60\|47.65\|46.00\|51583;2026-08-24\|45.91\|-3.14\|47.47\|47.78\|45.50\|51821;2026-08-25\|46.84\|2.03\|45.50\|47.00\|45.36\|45629;2026-08-26\|47.51\|1.43\|47.50\|49.69\|47.05\|95462;2026-08-27\|47.88\|0.78\|47.50\|48.15\|47.10\|42745;2026-08-28\|48.07\|0.40\|47.66\|48.67\|47.56\|44043;2026-08-31\|51.09\|6.28\|48.20\|51.40\|47.88\|97099;2026-09-01\|49.95\|-2.23\|50.50\|51.97\|49.40\|66790;2026-09-02\|48.50\|-2.90\|49.50\|49.60\|48.50\|37958;2026-09-03\|53.35\|10.00\|49.34\|53.35\|49.34\|86985;2026-09-04\|50.13\|-6.04\|54.00\|54.34\|49.70\|154856;2026-09-07\|51.28\|2.29\|50.38\|52.24\|50.15\|100656;2026-09-08\|49.99\|-2.52\|51.07\|51.25\|49.80\|73260;2026-09-09\|48.88\|-2.22\|49.80\|49.93\|48.56\|48820;2026-09-10\|47.48\|-2.86\|48.44\|48.44\|47.48\|40835;2026-09-11\|47.41\|-0.15\|47.08\|47.77\|45.73\|58686
117925	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+轴向磁通电机+稀土永磁+中科院行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月10日异常波动公告，公司产品应用于人形机器人领域，目前虽订单量较少且处于前期探索阶段，但该领域是市场关注热点；据2026年3月30日及4月15日投资者关系活动记录表，公司钕铁硼永磁材料在工业机器人领域已有多年应用，正在持续关注人形机器人发展并努力把握市场机会。 2、据2026年4月10日公告，公司与盘毂动力签署《战略合作框架协议》，将共建联合研发中心，共同研制面向轴向磁通电机专用的超高端磁性材料，并建立长期战略采购供应关系，择机设立合资公司；据2026年6月11日互动易，该合作目前尚处于初步探索阶段。 3、据2025年年度报告，公司主要从事钕铁硼永磁材料的研发、生产和销售，产品应用于新能源汽车、工业机器人等领域，是中国最大、全球第二大钕铁硼永磁材料生产企业。 4、据2025年年度报告，公司最终控制人为中国科学院。	公司主要从事稀土永磁材料和新型磁性材料及其应用产品的研产销，高性能磁材已应用于工业机器人伺服电机、减速器等核心部件多年	2026-05-08\|12.33\|0.41\|12.24\|12.37\|12.17\|234240;2026-05-11\|12.77\|3.57\|12.43\|12.79\|12.43\|433602;2026-05-12\|12.46\|-2.43\|12.70\|12.74\|12.37\|288300;2026-05-13\|12.62\|1.28\|12.40\|12.63\|12.36\|245073;2026-05-14\|12.22\|-3.17\|12.63\|12.63\|12.20\|233559;2026-05-15\|12.17\|-0.41\|12.22\|12.55\|12.09\|282093;2026-05-18\|11.98\|-1.56\|12.02\|12.13\|11.80\|196784;2026-05-19\|11.92\|-0.50\|11.95\|12.00\|11.71\|178696;2026-05-20\|11.90\|-0.17\|11.82\|12.05\|11.60\|226221;2026-05-21\|11.62\|-2.35\|11.94\|12.09\|11.60\|238690;2026-05-22\|11.95\|2.84\|11.63\|11.99\|11.56\|201651;2026-05-25\|12.06\|0.92\|11.95\|12.07\|11.82\|181902;2026-05-26\|11.97\|-0.75\|12.00\|12.02\|11.76\|185257;2026-05-27\|11.65\|-2.67\|11.90\|12.07\|11.56\|218807;2026-05-28\|11.91\|2.23\|11.60\|11.99\|11.53\|221840;2026-05-29\|11.18\|-6.13\|11.93\|11.95\|11.17\|327692;2026-06-01\|11.08\|-0.89\|11.16\|11.34\|11.05\|171219;2026-06-02\|11.02\|-0.54\|11.09\|11.15\|10.73\|196813;2026-06-03\|11.19\|1.54\|10.99\|11.32\|10.92\|197598;2026-06-04\|11.15\|-0.36\|11.08\|11.21\|10.83\|179494;2026-06-05\|11.48\|2.96\|11.08\|11.85\|10.93\|378181;2026-06-08\|12.63\|10.02\|12.50\|12.63\|12.11\|405820;2026-06-09\|13.20\|4.51\|13.89\|13.89\|12.92\|2018835;2026-06-10\|14.52\|10.00\|12.90\|14.52\|12.78\|1718314;2026-06-11\|14.03\|-3.24\|14.24\|14.43\|13.58\|1805937;2026-06-12\|13.82\|-1.50\|13.89\|14.41\|13.72\|1233690;2026-06-15\|13.43\|-2.82\|13.86\|13.93\|13.26\|1111531;2026-06-16\|14.77\|9.98\|13.46\|14.77\|13.33\|1226106;2026-06-17\|14.27\|-3.39\|14.60\|14.85\|14.11\|1290877;2026-06-18\|14.94\|4.70\|14.20\|15.18\|14.11\|1448355;2026-06-22\|14.98\|0.27\|15.00\|15.10\|14.51\|1221537;2026-06-23\|14.29\|-4.61\|14.83\|14.95\|14.19\|802118;2026-06-24\|13.99\|-2.10\|14.16\|14.47\|13.87\|705912;2026-06-25\|15.01\|7.29\|13.90\|15.36\|13.62\|1218505;2026-06-26\|14.19\|-5.46\|14.98\|15.01\|14.18\|756230;2026-06-29\|13.81\|-2.68\|14.30\|14.43\|13.37\|697061;2026-06-30\|15.19\|9.99\|13.65\|15.19\|13.60\|982149;2026-07-01\|15.49\|1.98\|15.31\|15.94\|15.31\|1292165;2026-07-02\|16.10\|3.94\|15.70\|16.88\|15.50\|1536817;2026-07-03\|16.48\|2.36\|16.43\|17.00\|15.80\|1471680;2026-07-06\|15.57\|-5.52\|16.55\|16.80\|15.52\|1171425;2026-07-07\|16.55\|6.29\|15.85\|17.13\|15.68\|1507877;2026-07-08\|15.93\|-3.75\|16.50\|16.50\|15.57\|1120915;2026-07-09\|15.04\|-5.59\|15.80\|15.80\|14.51\|1216262;2026-07-10\|15.52\|3.19\|15.30\|16.54\|15.00\|1253477;2026-07-13\|15.07\|-2.90\|15.39\|16.20\|14.92\|1025479;2026-07-14\|16.18\|7.37\|14.95\|16.57\|14.53\|1271179;2026-07-15\|15.38\|-4.94\|16.15\|16.27\|15.30\|848190;2026-07-16\|14.79\|-3.84\|15.16\|15.44\|14.69\|703095;2026-07-17\|13.46\|-8.99\|14.55\|14.56\|13.31\|934735;2026-07-20\|12.16\|-9.66\|13.97\|14.11\|12.11\|913759;2026-07-21\|12.69\|4.36\|12.32\|12.70\|11.49\|861840;2026-07-22\|13.01\|2.52\|12.44\|13.24\|12.37\|779775;2026-07-23\|13.30\|2.23\|13.00\|13.43\|12.79\|634887;2026-07-24\|12.93\|-2.78\|13.08\|13.25\|12.81\|445268;2026-07-27\|13.67\|5.72\|12.90\|13.74\|12.77\|499201;2026-07-28\|12.84\|-6.07\|13.49\|13.78\|12.74\|590625;2026-07-29\|12.86\|0.16\|13.08\|13.18\|12.56\|578418;2026-07-30\|12.19\|-5.21\|12.90\|13.13\|12.18\|602622;2026-07-31\|12.09\|-0.82\|12.66\|12.84\|12.08\|726317;2026-08-03\|12.80\|5.87\|12.08\|13.16\|11.96\|850634;2026-08-04\|13.07\|2.11\|12.77\|13.18\|12.60\|503403;2026-08-05\|13.22\|1.15\|13.32\|13.42\|12.92\|821383;2026-08-06\|13.46\|1.82\|13.35\|13.79\|13.14\|834355;2026-08-07\|13.69\|1.71\|13.46\|13.95\|13.37\|712497;2026-08-10\|13.74\|0.37\|13.69\|13.81\|13.43\|525477;2026-08-11\|13.36\|-2.77\|13.60\|13.61\|13.35\|407866;2026-08-12\|13.38\|0.15\|13.29\|13.55\|13.18\|308390;2026-08-13\|13.26\|-0.90\|13.45\|13.60\|13.23\|377435;2026-08-14\|13.59\|2.49\|13.26\|13.73\|13.21\|409560;2026-08-17\|13.72\|0.96\|13.60\|13.72\|13.33\|361825;2026-08-18\|13.34\|-2.77\|13.65\|13.72\|13.24\|365570;2026-08-19\|12.53\|-6.07\|13.08\|13.08\|12.47\|425515;2026-08-20\|12.41\|-0.96\|12.69\|12.69\|12.37\|250406;2026-08-21\|12.40\|-0.08\|12.30\|12.42\|12.16\|194846;2026-08-24\|12.09\|-2.50\|12.46\|12.52\|11.90\|313508;2026-08-25\|12.13\|0.33\|12.09\|12.26\|11.97\|225242;2026-08-26\|12.07\|-0.49\|12.06\|12.18\|11.97\|230873;2026-08-27\|12.15\|0.66\|12.01\|12.21\|11.95\|298235;2026-08-28\|12.18\|0.25\|12.14\|12.26\|12.07\|287239;2026-08-31\|12.19\|0.08\|12.05\|12.20\|11.88\|271798;2026-09-01\|12.06\|-1.07\|12.24\|12.24\|12.01\|282067;2026-09-02\|11.76\|-2.49\|11.96\|11.97\|11.70\|284143;2026-09-03\|11.90\|1.19\|11.82\|11.99\|11.79\|222575;2026-09-04\|11.74\|-1.34\|11.94\|12.05\|11.66\|280499;2026-09-07\|11.75\|0.09\|11.70\|11.84\|11.65\|178731;2026-09-08\|11.83\|0.68\|11.75\|11.90\|11.71\|174896;2026-09-09\|11.79\|-0.34\|11.84\|11.87\|11.71\|159095;2026-09-10\|11.65\|-1.19\|11.74\|11.75\|11.58\|144759;2026-09-11\|11.37\|-2.40\|11.54\|11.54\|11.19\|252432
117924	优必选50余款“超仿生人形机器人”首发亮相	机器人+半导体+数控机床行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司螺旋拉床可用于机器人部分零部件加工；双端面磨床可用于机器人零部件中的齿轮、齿圈、轴承等部件的磨削加工。 2、据2026年5月28日投资者关系活动记录表，公司产品持续向半导体领域延伸，主要生产针对半导体行业的精密加工设备，可加工碳化硅、蓝宝石、锑化镓、陶瓷基板等品类。 3、据公司2025年年报及2026年5月28日投资者关系活动记录表，公司是国内精密数控磨床和数控研磨抛光设备领域的领军企业，专业从事数控磨削设备、拉削设备及智能装备的研发、生产与销售。	公司智能装备包括工业机器人及智能化成套装备等，为客户提供数字化、网络化的智能制造技术综合解决方案	2026-05-08\|46.34\|2.48\|45.93\|48.22\|43.89\|264183;2026-05-11\|45.55\|-1.70\|45.65\|45.83\|43.66\|208594;2026-05-12\|48.60\|6.70\|45.92\|50.11\|45.92\|217351;2026-05-13\|48.56\|-0.08\|48.66\|49.99\|47.96\|169991;2026-05-14\|48.01\|-1.13\|48.37\|49.80\|47.97\|122776;2026-05-15\|47.80\|-0.44\|47.53\|49.90\|47.50\|114379;2026-05-18\|44.96\|-5.94\|47.11\|47.78\|44.63\|149204;2026-05-19\|48.09\|6.96\|44.93\|48.70\|43.00\|156973;2026-05-20\|47.18\|-1.89\|47.55\|49.74\|46.86\|119930;2026-05-21\|44.55\|-5.57\|47.19\|47.70\|44.00\|86807;2026-05-22\|44.64\|0.20\|44.56\|45.42\|43.66\|69444;2026-05-25\|44.56\|-0.18\|45.38\|45.60\|43.56\|76508;2026-05-26\|43.09\|-3.30\|44.32\|44.44\|42.40\|74337;2026-05-27\|42.05\|-2.41\|43.16\|43.59\|41.28\|71460;2026-05-28\|43.22\|2.78\|42.05\|44.30\|42.05\|69162;2026-05-29\|40.35\|-6.64\|43.21\|43.33\|39.99\|67804;2026-06-01\|39.35\|-2.48\|40.02\|41.37\|39.10\|60881;2026-06-02\|43.29\|10.01\|39.20\|43.29\|37.44\|92938;2026-06-03\|44.10\|1.87\|44.51\|44.90\|43.18\|140393;2026-06-04\|43.55\|-1.25\|44.55\|45.49\|42.80\|94985;2026-06-05\|47.91\|10.01\|45.02\|47.91\|45.02\|50718;2026-06-08\|48.16\|0.52\|47.44\|49.78\|45.60\|215591;2026-06-09\|47.00\|-2.41\|47.68\|48.48\|45.95\|164773;2026-06-10\|45.43\|-3.34\|46.87\|46.87\|44.50\|103643;2026-06-11\|44.46\|-2.14\|44.15\|45.80\|43.01\|97314;2026-06-12\|45.36\|2.02\|45.60\|47.38\|44.77\|85137;2026-06-15\|49.90\|10.01\|47.25\|49.90\|45.36\|130394;2026-06-16\|53.21\|6.63\|51.58\|53.99\|50.59\|155832;2026-06-17\|53.32\|0.21\|52.52\|54.65\|52.05\|101936;2026-06-18\|54.25\|1.74\|53.00\|54.90\|52.50\|104305;2026-06-22\|51.48\|-5.11\|54.28\|54.63\|50.50\|109805;2026-06-23\|50.99\|-0.95\|51.36\|52.99\|50.51\|66820;2026-06-24\|51.00\|0.02\|50.50\|51.30\|48.83\|65623;2026-06-25\|50.25\|-1.47\|51.01\|51.60\|48.55\|92253;2026-06-26\|45.23\|-9.99\|50.11\|50.11\|45.23\|73469;2026-06-29\|41.29\|-8.71\|43.53\|45.30\|40.90\|156055;2026-06-30\|45.42\|10.00\|41.29\|45.42\|41.29\|75741;2026-07-01\|43.70\|-3.79\|46.33\|47.50\|43.30\|103863;2026-07-02\|42.40\|-2.97\|43.26\|44.35\|42.00\|68462;2026-07-03\|43.28\|2.08\|44.40\|44.67\|42.50\|70392;2026-07-06\|40.75\|-5.85\|43.56\|43.59\|40.01\|76425;2026-07-07\|39.42\|-3.26\|40.68\|41.63\|39.36\|51180;2026-07-08\|37.79\|-4.13\|39.40\|39.69\|36.88\|55920;2026-07-09\|37.07\|-1.91\|38.33\|38.85\|36.51\|85168;2026-07-10\|33.36\|-10.01\|37.09\|38.15\|33.36\|171861;2026-07-13\|30.02\|-10.01\|33.58\|33.70\|30.02\|127355;2026-07-14\|30.19\|0.57\|29.76\|30.73\|28.28\|160218;2026-07-15\|28.84\|-4.47\|30.58\|30.98\|28.58\|107481;2026-07-16\|27.50\|-4.65\|29.10\|29.10\|27.20\|115176;2026-07-17\|24.75\|-10.00\|27.80\|27.81\|24.75\|114290;2026-07-20\|22.28\|-9.98\|25.25\|25.49\|22.28\|153195;2026-07-21\|23.81\|6.87\|22.49\|23.83\|20.05\|184258;2026-07-22\|23.05\|-3.19\|23.74\|24.55\|22.74\|106443;2026-07-23\|23.59\|2.34\|23.00\|24.10\|22.69\|81841;2026-07-24\|23.14\|-1.91\|23.28\|23.94\|22.93\|72820;2026-07-27\|23.86\|3.11\|23.16\|23.86\|22.85\|78022;2026-07-28\|22.95\|-3.81\|23.70\|24.33\|22.75\|89782;2026-07-29\|25.25\|10.02\|23.31\|25.25\|23.31\|37504;2026-07-30\|23.10\|-8.51\|26.19\|26.50\|22.82\|278567;2026-07-31\|23.71\|2.64\|23.45\|24.57\|23.10\|185399;2026-08-03\|23.43\|-1.18\|23.51\|24.16\|23.03\|111782;2026-08-04\|24.78\|5.76\|23.80\|25.19\|23.38\|153868;2026-08-05\|26.15\|5.53\|24.90\|26.35\|24.75\|122622;2026-08-06\|27.39\|4.74\|26.15\|28.15\|26.10\|180635;2026-08-07\|27.68\|1.06\|27.40\|28.10\|26.31\|153375;2026-08-10\|29.10\|5.13\|28.10\|29.17\|27.59\|173372;2026-08-11\|28.15\|-3.26\|29.10\|29.35\|27.01\|161565;2026-08-12\|28.96\|2.88\|27.99\|29.35\|27.58\|124794;2026-08-13\|28.19\|-2.66\|29.49\|29.49\|28.18\|105536;2026-08-14\|29.28\|3.87\|28.31\|29.49\|28.05\|117790;2026-08-17\|29.45\|0.58\|29.99\|32.21\|29.29\|206396;2026-08-18\|29.79\|1.15\|29.16\|30.73\|28.70\|181792;2026-08-19\|27.88\|-6.41\|28.58\|29.30\|27.34\|126026;2026-08-20\|30.67\|10.01\|27.88\|30.67\|27.50\|215997;2026-08-21\|33.74\|10.01\|31.70\|33.74\|30.76\|265294;2026-08-24\|32.68\|-3.14\|34.24\|34.49\|31.00\|292799;2026-08-25\|31.04\|-5.02\|32.10\|32.35\|30.60\|196964;2026-08-26\|29.90\|-3.67\|31.03\|31.17\|29.40\|153509;2026-08-27\|29.22\|-2.27\|29.49\|29.77\|28.90\|180890;2026-08-28\|28.95\|-0.92\|29.00\|30.94\|28.66\|214303;2026-08-31\|31.85\|10.02\|28.30\|31.85\|28.00\|158498;2026-09-01\|30.20\|-5.18\|31.79\|31.79\|29.88\|209076;2026-09-02\|29.03\|-3.87\|29.89\|29.96\|29.01\|122023;2026-09-03\|28.47\|-1.93\|29.14\|29.31\|28.00\|123236;2026-09-04\|27.24\|-4.32\|28.59\|29.00\|27.05\|156956;2026-09-07\|28.36\|4.11\|27.03\|28.45\|26.80\|133545;2026-09-08\|28.34\|-0.07\|28.10\|29.49\|27.71\|136324;2026-09-09\|27.84\|-1.76\|28.24\|28.75\|27.64\|85192;2026-09-10\|26.80\|-3.74\|27.70\|27.70\|26.80\|83942;2026-09-11\|26.18\|-2.31\|26.28\|26.60\|25.28\|84904
117923	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+工业机器人出货量第一+一季报增长行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月5日投资者关系活动记录表，2026年第一季度公司工业机器人市占率同比进一步提升，位居中国机器人市场出货量第一，同时公司一季度实现归母净利润9,783.67万元，同比增长674.64%；据2026年6月5日投资者关系活动记录表，公司已对部分产品进行价格调整以传导原材料成本上涨影响。 2、据2025年7月1日互动易，公司参股的埃斯顿酷卓发布了第二代人形机器人Codroid 02，从自主核心部件、智能架构创新、全场景工业落地三个维度展现其在具身智能领域的成果；据2026年6月2日互动易，埃斯顿酷卓开展人形机器人业务。 3、据2026年6月5日投资者关系活动记录表，公司推出全新一代iER系列智能化工业机器人产品，构建工业级大模型与深度学习框架支撑的具身智能底座，并将AI技术融入焊接、打磨等场景的智能化解决方案。 4、据2026年6月23日公告，为优化管理架构、提升经营效率，公司拟吸收合并全资子公司南京埃斯顿自动控制技术有限公司。	国产工业机器人龙头；公司通过参股埃斯顿酷卓对人形机器人产品进行前期布局，酷卓的首发人形机器人CODROID 01已于今年工博会上进行展示，并正在进行下一轮的设计与小批量工业场景验证，配合工业机器人在智能生产线和智能工厂中进行应用	2026-05-08\|24.08\|2.64\|23.25\|24.51\|23.12\|449539;2026-05-11\|24.23\|0.62\|24.09\|24.41\|23.62\|412443;2026-05-12\|24.57\|1.40\|24.19\|24.74\|24.03\|352522;2026-05-13\|24.20\|-1.51\|24.43\|24.51\|24.02\|300117;2026-05-14\|23.74\|-1.90\|24.18\|24.45\|23.72\|286303;2026-05-15\|25.43\|7.12\|23.67\|26.11\|23.67\|881468;2026-05-18\|26.07\|2.52\|25.43\|26.56\|25.15\|742760;2026-05-19\|26.86\|3.03\|26.00\|26.96\|25.80\|599551;2026-05-20\|26.10\|-2.83\|26.60\|26.79\|26.00\|492776;2026-05-21\|28.70\|9.96\|26.39\|28.71\|26.16\|1117283;2026-05-22\|29.07\|1.29\|28.35\|29.33\|27.50\|1216899;2026-05-25\|28.61\|-1.58\|28.86\|30.50\|28.15\|1023029;2026-05-26\|30.03\|4.96\|28.61\|30.45\|28.46\|1197984;2026-05-27\|28.43\|-5.33\|28.90\|30.18\|28.25\|940358;2026-05-28\|28.32\|-0.39\|28.20\|28.71\|27.32\|844706;2026-05-29\|27.72\|-2.12\|28.32\|29.87\|27.54\|676894;2026-06-01\|26.77\|-3.43\|27.55\|27.88\|26.75\|540280;2026-06-02\|26.96\|0.71\|27.26\|28.17\|26.92\|476597;2026-06-03\|29.04\|7.72\|26.98\|29.66\|26.54\|1073894;2026-06-04\|29.49\|1.55\|28.50\|30.77\|28.38\|915894;2026-06-05\|31.02\|5.19\|29.47\|32.00\|28.11\|960223;2026-06-08\|34.12\|9.99\|30.40\|34.12\|30.36\|1128946;2026-06-09\|37.53\|9.99\|36.01\|37.53\|35.20\|758854;2026-06-10\|35.80\|-4.61\|39.66\|39.90\|35.31\|1940058;2026-06-11\|33.35\|-6.84\|35.00\|35.64\|32.90\|1165708;2026-06-12\|32.22\|-3.39\|33.74\|35.68\|32.06\|1129970;2026-06-15\|33.23\|3.13\|32.79\|33.39\|31.87\|891381;2026-06-16\|33.90\|2.02\|33.12\|34.83\|32.30\|1082932;2026-06-17\|33.18\|-2.12\|33.68\|34.28\|32.80\|783462;2026-06-18\|36.50\|10.01\|33.53\|36.50\|33.29\|729035;2026-06-22\|37.19\|1.89\|36.60\|38.05\|35.58\|1374105;2026-06-23\|38.25\|2.85\|36.45\|38.99\|35.01\|1326180;2026-06-24\|37.62\|-1.65\|37.20\|38.99\|36.62\|1083085;2026-06-25\|36.87\|-1.99\|37.41\|39.80\|35.45\|1233381;2026-06-26\|34.67\|-5.97\|35.80\|36.88\|34.58\|967452;2026-06-29\|33.94\|-2.11\|35.02\|36.23\|32.93\|792023;2026-06-30\|37.33\|9.99\|34.63\|37.33\|33.48\|686300;2026-07-01\|41.06\|9.99\|39.01\|41.06\|39.01\|541481;2026-07-02\|40.70\|-0.88\|42.81\|42.81\|39.05\|1756094;2026-07-03\|44.77\|10.00\|42.02\|44.77\|41.02\|1267428;2026-07-06\|46.03\|2.81\|45.11\|48.30\|45.11\|1932551;2026-07-07\|49.00\|6.45\|45.69\|49.00\|44.88\|1760017;2026-07-08\|44.10\|-10.00\|45.61\|46.30\|44.10\|260794;2026-07-09\|41.53\|-5.83\|39.69\|42.06\|39.69\|1744642;2026-07-10\|42.78\|3.01\|40.34\|43.98\|40.30\|1509682;2026-07-13\|38.50\|-10.00\|40.00\|40.65\|38.50\|847093;2026-07-14\|38.40\|-0.26\|37.00\|39.50\|36.00\|989629;2026-07-15\|40.90\|6.51\|38.94\|41.94\|38.30\|1150357;2026-07-16\|42.43\|3.74\|38.76\|43.60\|38.76\|1187809;2026-07-17\|38.19\|-9.99\|42.01\|42.45\|38.19\|653866;2026-07-20\|34.37\|-10.00\|35.46\|36.46\|34.37\|822804;2026-07-21\|33.43\|-2.73\|32.18\|35.33\|30.93\|1249929;2026-07-22\|32.99\|-1.32\|32.48\|34.80\|32.38\|962100;2026-07-23\|31.31\|-5.09\|32.90\|32.90\|31.03\|899910;2026-07-24\|30.04\|-4.06\|29.80\|31.55\|29.30\|639505;2026-07-27\|31.55\|5.03\|30.17\|31.55\|29.19\|570401;2026-07-28\|30.34\|-3.84\|31.47\|32.20\|30.18\|566370;2026-07-29\|31.06\|2.37\|30.77\|33.24\|30.15\|885479;2026-07-30\|27.95\|-10.01\|30.50\|30.79\|27.95\|848710;2026-07-31\|29.74\|6.40\|29.00\|30.63\|28.60\|963659;2026-08-03\|30.75\|3.40\|29.76\|31.83\|29.50\|821447;2026-08-04\|32.30\|5.04\|30.86\|32.39\|30.03\|875533;2026-08-05\|34.27\|6.10\|32.50\|34.90\|32.30\|991640;2026-08-06\|34.81\|1.58\|33.56\|35.50\|33.56\|882514;2026-08-07\|35.13\|0.92\|35.00\|35.49\|33.98\|815965;2026-08-10\|34.63\|-1.42\|35.50\|35.83\|33.96\|595749;2026-08-11\|36.12\|4.30\|34.38\|36.62\|33.90\|970399;2026-08-12\|34.71\|-3.90\|35.61\|35.65\|34.64\|772192;2026-08-13\|34.67\|-0.12\|34.71\|36.07\|34.33\|722800;2026-08-14\|34.75\|0.23\|34.65\|34.92\|33.84\|519356;2026-08-17\|36.40\|4.75\|34.80\|36.40\|34.45\|663453;2026-08-18\|40.04\|10.00\|36.40\|40.04\|35.88\|1215142;2026-08-19\|36.04\|-9.99\|38.00\|38.00\|36.04\|666524;2026-08-20\|32.77\|-9.07\|35.00\|35.68\|32.47\|834016;2026-08-21\|33.57\|2.44\|32.88\|33.97\|32.27\|533990;2026-08-24\|30.82\|-8.19\|32.95\|32.95\|30.25\|644506;2026-08-25\|31.68\|2.79\|31.06\|32.25\|30.57\|482074;2026-08-26\|31.25\|-1.36\|31.73\|31.83\|30.91\|385318;2026-08-27\|31.81\|1.79\|31.13\|31.93\|31.07\|379635;2026-08-28\|31.49\|-1.01\|31.86\|32.34\|31.45\|374107;2026-08-31\|31.66\|0.54\|30.99\|31.78\|30.76\|310251;2026-09-01\|31.01\|-2.05\|31.67\|32.02\|30.90\|339408;2026-09-02\|30.41\|-1.93\|30.47\|30.88\|30.14\|262627;2026-09-03\|30.81\|1.32\|30.81\|31.40\|30.49\|294392;2026-09-04\|29.88\|-3.02\|31.38\|31.68\|29.65\|362309;2026-09-07\|30.58\|2.34\|29.89\|31.01\|29.64\|323784;2026-09-08\|30.23\|-1.14\|30.64\|31.39\|30.10\|282720;2026-09-09\|30.06\|-0.56\|30.22\|30.47\|29.70\|242883;2026-09-10\|29.50\|-1.86\|29.70\|29.74\|29.25\|222299;2026-09-11\|28.89\|-2.07\|29.15\|29.15\|28.20\|281400
117922	优必选50余款“超仿生人形机器人”首发亮相	家庭具身机器人+小米概念+定增受理行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月11日募集说明书，公司已实现家庭具身机器人的生产和销售，并与苏州乐享智能科技有限公司签署战略合作协议及OEM/ODM产品采购合同，合同周期至2026年12月31日。 2、据2026年6月11日募集说明书，公司产品广泛应用于小米、美的、追觅等知名清洁电器品牌，主要终端合作品牌包括小米，并为其提供整机ODM/OEM业务。 3、据2026年6月11日公告，公司向特定对象发行股票申请已获上交所受理，拟募资7.763亿元用于年产清洁电器制品800万台新建项目一期等，项目规划布局家庭具身机器人等新品类产能。	公司主营吸尘器、洗地机、扫地机器人、布衣清洗机等	2026-05-08\|33.00\|5.87\|31.18\|33.33\|31.18\|57758;2026-05-11\|35.41\|7.30\|33.15\|36.29\|33.15\|64155;2026-05-12\|33.25\|-6.10\|35.45\|36.58\|32.97\|75726;2026-05-13\|30.27\|-8.96\|32.92\|32.92\|30.00\|84482;2026-05-14\|29.84\|-1.42\|30.48\|31.25\|29.84\|45341;2026-05-15\|29.94\|0.34\|29.97\|30.66\|29.53\|34075;2026-05-18\|32.93\|9.99\|29.97\|32.93\|29.97\|61115;2026-05-19\|32.59\|-1.03\|34.60\|36.22\|31.47\|140200;2026-05-20\|32.10\|-1.50\|32.67\|32.87\|31.53\|59719;2026-05-21\|30.78\|-4.11\|32.08\|33.20\|30.78\|59029;2026-05-22\|30.85\|0.23\|30.80\|33.30\|30.74\|65178;2026-05-25\|29.54\|-4.25\|30.81\|30.85\|29.40\|46697;2026-05-26\|30.67\|3.83\|29.08\|31.81\|28.63\|65758;2026-05-27\|29.43\|-4.04\|29.96\|31.03\|29.40\|48395;2026-05-28\|27.95\|-5.03\|28.81\|29.58\|27.85\|36345;2026-05-29\|26.68\|-4.54\|28.50\|28.63\|26.61\|29831;2026-06-01\|27.03\|1.31\|26.71\|27.70\|26.10\|28362;2026-06-02\|26.62\|-1.52\|26.91\|27.43\|25.85\|21168;2026-06-03\|26.13\|-1.84\|26.88\|26.92\|25.90\|22002;2026-06-04\|25.83\|-1.15\|25.72\|26.26\|25.52\|13113;2026-06-05\|25.68\|-0.58\|25.83\|26.39\|24.87\|21678;2026-06-08\|24.52\|-4.52\|24.52\|25.59\|24.02\|19709;2026-06-09\|24.25\|-1.10\|24.52\|24.88\|23.94\|18943;2026-06-10\|23.16\|-4.49\|24.27\|24.27\|22.65\|24348;2026-06-11\|25.48\|10.02\|22.95\|25.48\|22.80\|26044;2026-06-12\|22.93\|-10.01\|25.73\|25.76\|22.93\|73898;2026-06-15\|22.93\|0.00\|22.93\|23.83\|22.65\|59329;2026-06-16\|24.56\|7.11\|22.67\|25.22\|22.32\|83511;2026-06-17\|24.50\|-0.24\|24.31\|25.05\|23.80\|51853;2026-06-18\|23.30\|-4.90\|24.17\|24.75\|23.01\|40073;2026-06-22\|23.47\|0.73\|23.53\|23.64\|22.38\|31975;2026-06-23\|23.21\|-1.11\|23.30\|23.50\|22.84\|23570;2026-06-24\|22.85\|-1.55\|23.00\|23.20\|22.33\|23484;2026-06-25\|22.38\|-2.06\|22.85\|24.25\|22.31\|43025;2026-06-26\|23.20\|3.66\|22.88\|24.62\|22.22\|93006;2026-06-29\|24.75\|6.68\|22.61\|24.85\|21.40\|105912;2026-06-30\|27.23\|10.02\|24.58\|27.23\|24.58\|55835;2026-07-01\|27.65\|1.54\|27.99\|28.08\|26.61\|72319;2026-07-02\|27.61\|-0.14\|27.62\|28.40\|27.30\|41450;2026-07-03\|26.70\|-3.30\|27.88\|28.05\|26.65\|32231;2026-07-06\|26.35\|-1.31\|26.51\|27.66\|26.08\|30209;2026-07-07\|24.28\|-7.86\|26.10\|26.60\|24.20\|32175;2026-07-08\|22.64\|-6.75\|24.28\|24.58\|22.60\|40834;2026-07-09\|23.16\|2.30\|22.65\|23.60\|21.70\|39680;2026-07-10\|22.98\|-0.78\|23.30\|23.60\|22.73\|24851;2026-07-13\|21.45\|-6.66\|23.00\|23.10\|21.27\|24500;2026-07-14\|21.94\|2.28\|21.50\|22.22\|20.77\|20014;2026-07-15\|24.13\|9.98\|21.71\|24.13\|21.71\|43892;2026-07-16\|24.15\|0.08\|24.00\|25.09\|23.66\|58310;2026-07-17\|22.22\|-7.99\|24.38\|24.69\|21.74\|44860;2026-07-20\|20.00\|-9.99\|22.63\|22.77\|20.00\|38555;2026-07-21\|19.90\|-0.50\|20.00\|20.30\|18.20\|41561;2026-07-22\|19.78\|-0.60\|19.74\|20.43\|19.44\|26891;2026-07-23\|19.68\|-0.51\|19.49\|19.99\|19.32\|17577;2026-07-24\|19.63\|-0.25\|19.49\|19.85\|19.02\|17501;2026-07-27\|21.59\|9.98\|19.60\|21.59\|19.21\|25564;2026-07-28\|21.83\|1.11\|21.59\|23.55\|21.29\|59484;2026-07-29\|21.10\|-3.34\|21.72\|22.58\|20.77\|45854;2026-07-30\|19.87\|-5.83\|20.96\|21.29\|19.75\|35251;2026-07-31\|21.55\|8.46\|20.38\|21.86\|20.38\|55850;2026-08-03\|22.11\|2.60\|21.28\|22.55\|21.28\|41555;2026-08-04\|23.76\|7.46\|22.19\|23.77\|21.92\|33496;2026-08-05\|26.14\|10.02\|24.10\|26.14\|23.50\|24594;2026-08-06\|28.17\|7.77\|26.43\|28.21\|25.83\|75798;2026-08-07\|28.50\|1.17\|28.03\|28.96\|26.50\|64080;2026-08-10\|27.25\|-4.39\|28.65\|28.98\|26.85\|51152;2026-08-11\|27.80\|2.02\|27.00\|28.55\|26.00\|42992;2026-08-12\|27.20\|-2.16\|27.81\|28.80\|27.10\|37825;2026-08-13\|26.98\|-0.81\|27.40\|27.86\|26.88\|28731;2026-08-14\|26.55\|-1.59\|26.72\|27.50\|26.30\|22687;2026-08-17\|29.21\|10.02\|26.55\|29.21\|26.55\|22699;2026-08-18\|27.29\|-6.57\|29.44\|29.61\|26.50\|81704;2026-08-19\|26.28\|-3.70\|27.00\|29.20\|26.28\|68879;2026-08-20\|27.26\|3.73\|26.52\|27.47\|25.38\|49297;2026-08-21\|27.97\|2.60\|27.47\|28.36\|26.81\|38345;2026-08-24\|25.17\|-10.01\|28.60\|28.60\|25.17\|38137;2026-08-25\|24.50\|-2.66\|24.02\|26.25\|24.02\|60255;2026-08-26\|23.78\|-2.94\|24.50\|25.11\|23.76\|37430;2026-08-27\|23.87\|0.38\|23.71\|24.37\|23.66\|33808;2026-08-28\|24.08\|0.88\|24.02\|24.24\|23.70\|26114;2026-08-31\|25.00\|3.82\|23.96\|25.17\|23.26\|45374;2026-09-01\|24.84\|-0.64\|24.70\|25.88\|24.46\|44659;2026-09-02\|25.28\|1.77\|24.60\|25.30\|24.25\|29738;2026-09-03\|25.68\|1.58\|25.18\|25.90\|25.18\|28665;2026-09-04\|25.25\|-1.67\|25.59\|25.88\|24.95\|26999;2026-09-07\|26.61\|5.39\|25.26\|26.79\|25.26\|25521;2026-09-08\|26.80\|0.71\|26.60\|27.20\|25.98\|33056;2026-09-09\|27.15\|1.31\|26.81\|27.45\|26.21\|36201;2026-09-10\|28.95\|6.63\|27.27\|29.44\|25.70\|67807;2026-09-11\|28.54\|-1.42\|29.00\|29.97\|27.72\|72556
117921	优必选50余款“超仿生人形机器人”首发亮相	优必选入主+机器人概念+园林机械零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月30日投资者关系活动记录表，公司完成董事会提前换届，优必选董事长周剑当选公司第五届董事会董事长；据2026年4月25日公告，优必选已完成要约收购，合计持有公司43.01%股份，成为控股股东。 2、据2026年6月30日投资者关系活动记录表，公司具备“电控+机械”双轮驱动能力，构成向优必选供应机电组件的坚实基础，双方拟就机电组件开展关联交易，预计2026年度交易金额不超过8,250万元不含税，其中向优必选销售机电组件8,100万元、租入资产150万元。 3、据2026年6月9日异常波动公告，公司目前不涉及人形机器人业务，主营业务仍为园林机械零部件、汽车零部件和液压零部件的研发、生产和销售；据2025年年度报告，公司与STIHL、富世华、HONDA等全球知名园林机械整机厂商建立了长期合作关系。	优必选受让控股股东所持29.99%股份	2026-05-08\|63.12\|3.12\|61.21\|64.95\|60.60\|159158;2026-05-11\|61.24\|-2.98\|62.84\|62.84\|60.70\|113905;2026-05-12\|60.48\|-1.24\|61.68\|62.46\|59.78\|83527;2026-05-13\|60.37\|-0.18\|60.20\|60.76\|59.04\|65989;2026-05-14\|57.08\|-5.45\|60.26\|60.74\|57.00\|89678;2026-05-15\|58.54\|2.56\|57.36\|60.89\|56.31\|116676;2026-05-18\|57.72\|-1.40\|58.04\|58.50\|56.83\|73451;2026-05-19\|58.92\|2.08\|58.55\|59.75\|57.39\|85582;2026-05-20\|54.58\|-7.37\|58.30\|58.38\|53.69\|140520;2026-05-21\|60.04\|10.00\|55.10\|60.04\|54.30\|188332;2026-05-22\|66.04\|9.99\|61.00\|66.04\|56.77\|301315;2026-05-25\|64.69\|-2.04\|67.13\|69.88\|64.48\|365926;2026-05-26\|66.60\|2.95\|64.51\|67.50\|61.51\|311624;2026-05-27\|59.94\|-10.00\|64.50\|67.60\|59.94\|228335;2026-05-28\|57.36\|-4.30\|59.90\|62.65\|56.31\|227858;2026-05-29\|52.55\|-8.39\|56.86\|57.55\|51.80\|212570;2026-06-01\|52.23\|-0.61\|52.56\|53.86\|51.79\|111597;2026-06-02\|52.45\|0.42\|54.00\|54.06\|51.00\|100826;2026-06-03\|52.60\|0.29\|52.13\|54.81\|51.90\|114494;2026-06-04\|57.86\|10.00\|52.37\|57.86\|51.88\|88594;2026-06-05\|59.64\|3.08\|58.78\|61.53\|55.72\|252073;2026-06-08\|65.60\|9.99\|58.59\|65.60\|58.29\|195292;2026-06-09\|68.73\|4.77\|65.31\|69.62\|65.31\|329969;2026-06-10\|68.88\|0.22\|68.00\|75.40\|67.25\|345979;2026-06-11\|64.88\|-5.81\|68.37\|68.78\|63.01\|249599;2026-06-12\|64.51\|-0.57\|65.80\|66.96\|64.01\|160900;2026-06-15\|65.40\|1.38\|65.20\|66.15\|63.36\|143594;2026-06-16\|71.94\|10.00\|65.40\|71.94\|65.40\|126528;2026-06-17\|76.02\|5.67\|72.90\|76.87\|70.00\|261433;2026-06-18\|74.81\|-1.59\|76.88\|83.62\|74.50\|267420;2026-06-22\|75.06\|0.33\|74.91\|78.50\|72.35\|188591;2026-06-23\|71.96\|-4.13\|74.00\|74.53\|71.44\|124307;2026-06-24\|74.38\|3.36\|73.00\|74.98\|70.84\|149828;2026-06-25\|66.94\|-10.00\|72.82\|73.11\|66.94\|144783;2026-06-26\|62.54\|-6.57\|66.30\|66.94\|62.51\|133640;2026-06-29\|62.71\|0.27\|62.54\|65.50\|61.01\|103586;2026-06-30\|68.98\|10.00\|63.89\|68.98\|63.30\|95363;2026-07-01\|64.80\|-6.06\|68.29\|69.88\|63.00\|224271;2026-07-02\|71.28\|10.00\|65.76\|71.28\|65.00\|144038;2026-07-03\|75.34\|5.70\|71.53\|78.41\|69.54\|403050;2026-07-06\|79.60\|5.65\|73.34\|81.90\|71.50\|354583;2026-07-07\|71.64\|-10.00\|77.07\|77.51\|71.64\|176916;2026-07-08\|64.43\|-10.00\|68.23\|69.50\|64.43\|125888;2026-07-09\|60.21\|-6.55\|59.08\|61.72\|57.99\|243052;2026-07-10\|58.64\|-2.61\|58.92\|61.78\|58.00\|202050;2026-07-13\|52.78\|-9.99\|57.00\|57.95\|52.78\|154252;2026-07-14\|52.88\|0.19\|52.60\|53.18\|50.50\|116239;2026-07-15\|51.26\|-3.06\|52.06\|53.18\|50.76\|93526;2026-07-16\|50.45\|-1.58\|50.80\|53.82\|50.28\|107492;2026-07-17\|49.00\|-2.87\|50.99\|53.43\|47.47\|149041;2026-07-20\|44.10\|-10.00\|49.12\|50.00\|44.10\|128527;2026-07-21\|44.61\|1.16\|43.27\|44.63\|39.69\|182731;2026-07-22\|43.20\|-3.16\|44.41\|45.09\|42.73\|108243;2026-07-23\|44.03\|1.92\|43.26\|44.84\|42.53\|88193;2026-07-24\|42.05\|-4.50\|43.00\|43.75\|41.78\|62102;2026-07-27\|44.28\|5.30\|42.03\|44.28\|41.58\|76386;2026-07-28\|44.59\|0.70\|44.55\|48.33\|44.27\|146163;2026-07-29\|43.55\|-2.33\|44.73\|45.73\|42.61\|106033;2026-07-30\|40.82\|-6.27\|43.16\|43.30\|40.42\|104980;2026-07-31\|44.90\|10.00\|42.80\|44.90\|42.80\|80573;2026-08-03\|46.22\|2.94\|46.00\|47.80\|45.20\|148932;2026-08-04\|48.02\|3.89\|47.17\|48.29\|45.01\|125669;2026-08-05\|49.50\|3.08\|47.91\|49.98\|47.76\|120604;2026-08-06\|50.77\|2.57\|49.03\|51.68\|48.10\|153397;2026-08-07\|52.18\|2.78\|51.40\|52.80\|50.30\|127423;2026-08-10\|51.16\|-1.95\|52.88\|52.97\|50.20\|92894;2026-08-11\|51.45\|0.57\|50.94\|52.43\|50.56\|92088;2026-08-12\|51.98\|1.03\|51.91\|52.21\|51.10\|66163;2026-08-13\|51.40\|-1.12\|52.34\|53.66\|51.40\|80794;2026-08-14\|51.23\|-0.33\|51.71\|52.00\|49.81\|62399;2026-08-17\|52.41\|2.30\|52.16\|52.76\|51.39\|60466;2026-08-18\|54.81\|4.58\|53.45\|55.67\|52.20\|161835;2026-08-19\|49.33\|-10.00\|53.17\|54.28\|49.33\|120008;2026-08-20\|47.23\|-4.26\|48.85\|49.00\|46.00\|106020;2026-08-21\|48.23\|2.12\|47.22\|48.78\|46.80\|59235;2026-08-24\|46.17\|-4.27\|48.23\|48.26\|45.33\|56155;2026-08-25\|46.94\|1.67\|46.00\|47.36\|45.51\|50795;2026-08-26\|46.14\|-1.70\|46.95\|47.21\|45.50\|43066;2026-08-27\|46.91\|1.67\|46.50\|47.30\|46.00\|49920;2026-08-28\|45.90\|-2.15\|46.48\|47.16\|45.78\|47007;2026-08-31\|46.33\|0.94\|47.00\|47.00\|45.21\|58778;2026-09-01\|45.27\|-2.29\|46.30\|46.84\|45.17\|48107;2026-09-02\|44.60\|-1.48\|44.60\|45.18\|44.10\|39331;2026-09-03\|45.26\|1.48\|44.83\|46.20\|44.80\|52992;2026-09-04\|43.68\|-3.49\|45.98\|45.99\|43.38\|60111;2026-09-07\|45.05\|3.14\|43.80\|46.00\|43.80\|65275;2026-09-08\|44.26\|-1.75\|45.02\|45.70\|44.16\|42112;2026-09-09\|43.21\|-2.37\|44.57\|44.62\|42.93\|40140;2026-09-10\|42.05\|-2.68\|42.79\|42.79\|41.82\|37353;2026-09-11\|40.83\|-2.90\|41.50\|41.67\|40.00\|48711
117920	优必选50余款“超仿生人形机器人”首发亮相	机器人+智能割草机+一季度营收增长行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月29日公告，公司拟向控股子公司上海桦之坚提供不超过1亿元的财务资助额度，以支持其日常生产经营及资金需求，持续推进具身智能机器人领域布局。 2、据2026年6月8日投资者关系活动记录表，公司智能割草机器人已推出GOALKER品牌，2025年已有小批量订单，2026年初亮相美国CES展；四足机器人“灵睿P1”正积极拓展应用场景并推动商务合作；首条核心零部件智能产线已于2025年6月交付启用。 3、据2026年6月8日投资者关系活动记录表，公司2026年一季度实现营业收入4.34亿元，同比增长51.95%，主要系园林机械业务订单增长及泰国工厂产能完善，坐骑式割草机出货量提升所致。	1、公司主营园林机械及便携式数码发电机主要应用于园林绿化、农业、家庭庭院养护作业（锯枝、修剪）及伐木造材等领域，出口占比较高； 2、全资子公司中坚机器人落户上海马桥人工智能创新试验区，将加速构建户外一体化机器人平台	2026-05-08\|75.80\|2.46\|73.80\|78.51\|71.00\|76129;2026-05-11\|77.71\|2.52\|75.80\|80.79\|75.32\|73544;2026-05-12\|75.65\|-2.65\|77.48\|78.09\|75.50\|36026;2026-05-13\|76.15\|0.66\|75.77\|77.50\|74.38\|38811;2026-05-14\|74.28\|-2.46\|76.48\|76.84\|74.08\|26606;2026-05-15\|74.91\|0.85\|74.14\|76.99\|73.79\|29098;2026-05-18\|73.85\|-1.42\|74.93\|75.27\|73.30\|22874;2026-05-19\|73.90\|0.07\|74.20\|74.20\|72.27\|20745;2026-05-20\|74.66\|1.03\|73.50\|75.62\|72.50\|25505;2026-05-21\|73.78\|-1.18\|74.60\|77.77\|73.70\|36014;2026-05-22\|76.40\|3.55\|74.00\|79.49\|72.37\|48736;2026-05-25\|80.30\|5.10\|77.00\|82.30\|76.01\|51621;2026-05-26\|76.65\|-4.55\|80.85\|81.20\|76.31\|43764;2026-05-27\|73.63\|-3.94\|76.26\|77.43\|73.01\|29766;2026-05-28\|73.14\|-0.67\|73.51\|74.53\|71.80\|28709;2026-05-29\|70.38\|-3.77\|73.13\|73.50\|70.00\|36468;2026-06-01\|69.42\|-1.36\|70.27\|72.00\|69.09\|27481;2026-06-02\|68.40\|-1.47\|69.42\|71.00\|67.58\|27731;2026-06-03\|68.76\|0.53\|68.70\|70.88\|67.95\|36391;2026-06-04\|67.33\|-2.08\|68.10\|69.00\|66.90\|33883;2026-06-05\|72.57\|7.78\|67.30\|73.13\|65.00\|68254;2026-06-08\|73.74\|1.61\|71.30\|76.38\|70.58\|57528;2026-06-09\|79.00\|7.13\|75.07\|79.41\|74.00\|62329;2026-06-10\|80.39\|1.76\|78.17\|80.50\|74.64\|61272;2026-06-11\|83.71\|4.13\|79.54\|83.99\|79.50\|63544;2026-06-12\|82.58\|-1.35\|84.01\|84.50\|81.60\|43994;2026-06-15\|84.45\|2.26\|83.27\|85.00\|81.83\|36083;2026-06-16\|83.00\|-1.72\|84.51\|87.74\|82.41\|40220;2026-06-17\|84.44\|1.73\|82.33\|84.49\|80.33\|38118;2026-06-18\|82.80\|-1.94\|84.44\|84.44\|81.81\|28805;2026-06-22\|74.81\|-9.46\|82.67\|87.00\|74.50\|65429;2026-06-23\|74.65\|-0.21\|75.58\|77.40\|73.59\|37898;2026-06-24\|73.30\|-1.81\|74.28\|75.04\|71.71\|32429;2026-06-25\|71.78\|-2.07\|73.16\|74.88\|70.22\|34472;2026-06-26\|70.26\|-2.12\|72.02\|74.00\|69.20\|36043;2026-06-29\|71.42\|1.65\|71.72\|74.10\|69.50\|47820;2026-06-30\|78.56\|10.00\|71.41\|78.56\|71.00\|46283;2026-07-01\|83.61\|6.43\|80.71\|85.18\|80.60\|76165;2026-07-02\|80.17\|-4.11\|84.48\|86.70\|80.01\|44733;2026-07-03\|81.66\|1.86\|81.35\|83.82\|79.01\|53951;2026-07-06\|80.16\|-1.84\|80.30\|81.96\|79.02\|34984;2026-07-07\|77.85\|-2.88\|79.79\|80.85\|77.00\|30592;2026-07-08\|74.00\|-4.95\|77.86\|78.43\|73.36\|27879;2026-07-09\|76.18\|2.95\|74.26\|76.43\|73.20\|26967;2026-07-10\|75.00\|-1.55\|76.14\|78.21\|75.00\|29355;2026-07-13\|69.52\|-7.31\|74.58\|74.80\|68.88\|35092;2026-07-14\|71.09\|2.26\|69.51\|71.30\|67.85\|25873;2026-07-15\|69.32\|-2.49\|69.38\|73.01\|68.65\|26521;2026-07-16\|67.02\|-3.32\|69.00\|69.74\|66.33\|25315;2026-07-17\|61.11\|-8.82\|66.68\|69.04\|60.32\|47396;2026-07-20\|58.78\|-3.81\|61.79\|62.29\|56.69\|37211;2026-07-21\|59.58\|1.36\|58.39\|60.03\|55.66\|36966;2026-07-22\|56.70\|-4.83\|58.78\|59.42\|56.28\|29511;2026-07-23\|56.58\|-0.21\|56.28\|57.28\|55.66\|16995;2026-07-24\|55.37\|-2.14\|55.80\|58.80\|54.74\|22783;2026-07-27\|58.65\|5.92\|55.37\|59.31\|54.95\|25784;2026-07-28\|56.50\|-3.67\|58.20\|59.95\|56.45\|18440;2026-07-29\|57.31\|1.43\|56.83\|57.80\|55.00\|23178;2026-07-30\|55.16\|-3.75\|56.84\|57.98\|54.06\|22515;2026-07-31\|57.40\|4.06\|56.26\|59.28\|56.26\|31059;2026-08-03\|61.49\|7.13\|57.70\|62.26\|57.50\|36472;2026-08-04\|67.64\|10.00\|62.03\|67.64\|61.31\|32335;2026-08-05\|69.72\|3.08\|68.90\|70.91\|68.00\|35937;2026-08-06\|71.12\|2.01\|69.71\|71.45\|68.90\|34585;2026-08-07\|70.96\|-0.23\|72.40\|72.45\|70.10\|29143;2026-08-10\|74.41\|4.86\|70.96\|75.43\|69.23\|48965;2026-08-11\|76.77\|3.17\|74.67\|78.55\|73.73\|44164;2026-08-12\|78.90\|2.77\|77.63\|79.73\|76.08\|27065;2026-08-13\|79.00\|0.13\|79.39\|82.00\|76.82\|43734;2026-08-14\|76.30\|-3.42\|78.97\|78.97\|75.45\|33368;2026-08-17\|76.21\|-0.12\|76.34\|77.35\|75.01\|32068;2026-08-18\|79.91\|4.86\|76.23\|80.54\|75.98\|35179;2026-08-19\|71.97\|-9.94\|79.13\|80.39\|71.92\|45546;2026-08-20\|74.15\|3.03\|72.88\|75.75\|70.51\|35552;2026-08-21\|74.75\|0.81\|74.14\|75.50\|71.80\|23578;2026-08-24\|73.38\|-1.83\|74.94\|74.94\|71.08\|21542;2026-08-25\|75.30\|2.62\|73.23\|75.90\|71.65\|24158;2026-08-26\|75.30\|0.00\|75.87\|76.09\|72.21\|23855;2026-08-27\|76.35\|1.39\|75.36\|77.99\|74.55\|24258;2026-08-28\|74.21\|-2.80\|76.95\|76.95\|74.18\|16657;2026-08-31\|77.81\|4.85\|74.60\|79.99\|72.59\|40004;2026-09-01\|76.75\|-1.36\|76.00\|78.19\|75.20\|26054;2026-09-02\|73.85\|-3.78\|76.20\|76.20\|73.81\|20379;2026-09-03\|78.93\|6.88\|73.99\|81.24\|73.99\|47485;2026-09-04\|80.72\|2.27\|80.30\|83.18\|78.02\|51932;2026-09-07\|81.51\|0.98\|80.00\|82.82\|79.77\|34856;2026-09-08\|82.76\|1.53\|81.26\|83.44\|80.00\|32675;2026-09-09\|80.80\|-2.37\|82.70\|82.70\|79.70\|25686;2026-09-10\|81.65\|1.05\|80.57\|81.99\|79.60\|15241;2026-09-11\|79.49\|-2.65\|81.00\|81.00\|77.77\|22713
117919	优必选50余款“超仿生人形机器人”首发亮相	人形机器人+电子皮肤+聚烯烃发泡行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月8日互动易，公司生产的用于机器人压阻传感器和压电传感器的压阻发泡材料PU、压电发泡材料IXPP还处于送样验证阶段，公司生产的超临界发泡材料亦可作为电子皮肤支撑或包覆材料。 2、据2026年4月29日年报，公司主营聚烯烃发泡材料，0.06mm超薄IXPE已批量供货OPPO、vivo、小米、华为，为国内聚烯烃发泡材料行业领跑者。 3、据2026年4月29日公告，公司2026年一季度营收1.49亿元，同比增长25.27%；归母净利润1731.72万元，同比增长140.94%。	公司人形机器人相关材料研发有序推进，产品已进入少量客户送样阶段	2026-05-08\|34.21\|-1.53\|34.50\|34.80\|33.78\|47271;2026-05-11\|33.79\|-1.23\|34.42\|34.49\|33.63\|39345;2026-05-12\|33.10\|-2.04\|33.63\|33.88\|32.55\|43866;2026-05-13\|34.15\|3.17\|33.11\|34.54\|32.60\|61359;2026-05-14\|33.80\|-1.02\|34.36\|34.50\|32.88\|57148;2026-05-15\|33.00\|-2.37\|33.47\|34.80\|32.76\|57816;2026-05-18\|32.33\|-2.03\|32.85\|33.79\|32.08\|42982;2026-05-19\|31.67\|-2.04\|32.33\|32.54\|31.29\|55659;2026-05-20\|30.90\|-2.43\|31.36\|32.15\|30.02\|54658;2026-05-21\|29.65\|-4.05\|30.99\|31.45\|29.40\|43665;2026-05-22\|30.86\|4.08\|29.87\|31.49\|29.65\|51904;2026-05-25\|30.47\|-1.26\|31.44\|31.78\|30.20\|52051;2026-05-26\|28.92\|-5.09\|30.35\|30.77\|28.70\|55499;2026-05-27\|28.69\|-0.80\|29.25\|29.49\|28.20\|49758;2026-05-28\|28.74\|0.17\|29.00\|29.12\|28.02\|29134;2026-05-29\|27.29\|-5.05\|28.80\|28.85\|27.11\|40910;2026-06-01\|27.19\|-0.37\|27.35\|27.97\|27.00\|34517;2026-06-02\|27.14\|-0.18\|27.66\|27.66\|26.55\|29944;2026-06-03\|27.04\|-0.37\|27.10\|28.13\|26.80\|31608;2026-06-04\|27.50\|1.70\|27.37\|28.46\|26.55\|53739;2026-06-05\|27.75\|0.91\|27.39\|28.49\|26.33\|59037;2026-06-08\|27.05\|-2.52\|27.00\|28.10\|26.70\|45380;2026-06-09\|28.99\|7.17\|27.25\|29.28\|26.41\|90568;2026-06-10\|26.12\|-9.90\|28.80\|28.97\|25.50\|109160;2026-06-11\|25.88\|-0.92\|25.90\|26.42\|24.66\|87416;2026-06-12\|26.26\|1.47\|26.15\|27.48\|26.00\|60787;2026-06-15\|27.61\|5.14\|26.26\|27.98\|26.26\|63099;2026-06-16\|27.88\|0.98\|27.62\|28.07\|26.98\|37611;2026-06-17\|27.22\|-2.37\|27.88\|27.88\|26.98\|32038;2026-06-18\|27.31\|0.33\|26.98\|27.70\|26.50\|35763;2026-06-22\|27.22\|-0.33\|27.31\|27.58\|25.97\|46258;2026-06-23\|27.42\|0.73\|27.02\|27.98\|26.80\|37270;2026-06-24\|27.87\|1.64\|27.72\|29.49\|26.93\|69615;2026-06-25\|26.69\|-4.23\|27.88\|28.22\|26.55\|55641;2026-06-26\|25.42\|-4.76\|26.60\|26.77\|25.42\|43679;2026-06-29\|24.51\|-3.58\|25.95\|25.95\|24.34\|54353;2026-06-30\|29.41\|19.99\|24.56\|29.41\|24.56\|79809;2026-07-01\|31.34\|6.56\|30.96\|31.66\|29.99\|174681;2026-07-02\|33.50\|6.89\|32.98\|35.35\|31.07\|166280;2026-07-03\|33.35\|0.15\|32.99\|34.50\|32.88\|136571;2026-07-06\|34.11\|2.28\|33.35\|35.76\|33.08\|99446;2026-07-07\|33.11\|-2.93\|34.00\|34.27\|32.30\|83964;2026-07-08\|31.90\|-3.65\|33.68\|34.20\|31.90\|59188;2026-07-09\|30.09\|-5.67\|32.54\|32.70\|29.38\|99461;2026-07-10\|30.57\|1.60\|30.00\|32.10\|29.68\|97772;2026-07-13\|27.37\|-10.47\|31.11\|31.11\|27.07\|77320;2026-07-14\|27.20\|-0.62\|27.23\|27.87\|26.34\|56237;2026-07-15\|26.40\|-2.94\|27.01\|27.51\|26.16\|45961;2026-07-16\|25.66\|-2.80\|25.90\|26.96\|25.39\|55066;2026-07-17\|22.58\|-12.00\|25.77\|25.89\|22.51\|68991;2026-07-20\|19.91\|-11.82\|22.81\|23.00\|19.48\|97949;2026-07-21\|20.67\|3.82\|19.90\|20.74\|17.85\|95126;2026-07-22\|19.90\|-3.73\|20.39\|20.85\|19.73\|66785;2026-07-23\|20.05\|0.75\|19.71\|20.24\|19.60\|54524;2026-07-24\|19.25\|-3.99\|19.84\|20.07\|19.07\|41131;2026-07-27\|20.73\|7.69\|19.70\|21.18\|19.10\|88210;2026-07-28\|20.08\|-3.14\|20.59\|20.90\|20.00\|46286;2026-07-29\|20.09\|0.05\|20.08\|20.34\|19.51\|48512;2026-07-30\|19.03\|-5.28\|20.03\|20.24\|18.87\|51314;2026-07-31\|20.42\|7.30\|19.50\|20.54\|19.50\|67592;2026-08-03\|20.94\|2.55\|20.42\|21.30\|20.30\|62212;2026-08-04\|21.25\|1.48\|21.36\|21.47\|20.74\|45947;2026-08-05\|21.51\|1.22\|21.25\|21.73\|21.11\|50011;2026-08-06\|21.77\|1.21\|21.40\|21.99\|21.22\|43524;2026-08-07\|21.99\|1.01\|21.76\|22.12\|21.19\|52962;2026-08-10\|22.33\|1.55\|22.00\|22.40\|21.71\|40390;2026-08-11\|22.43\|0.45\|22.29\|22.79\|21.78\|41479;2026-08-12\|22.81\|1.69\|22.50\|22.95\|22.20\|34156;2026-08-13\|22.31\|-2.19\|22.94\|23.03\|22.31\|32570;2026-08-14\|22.32\|0.04\|22.41\|22.74\|22.05\|27124;2026-08-17\|23.64\|5.91\|22.40\|23.98\|22.18\|78715;2026-08-18\|23.22\|-1.78\|23.50\|23.69\|22.87\|49755;2026-08-19\|21.41\|-7.79\|22.86\|23.00\|21.33\|50743;2026-08-20\|21.81\|1.87\|21.71\|22.24\|21.51\|45588;2026-08-21\|22.60\|3.62\|21.81\|22.88\|21.44\|48225;2026-08-24\|22.45\|-0.66\|22.60\|23.45\|21.92\|54509;2026-08-25\|22.75\|1.34\|22.55\|23.06\|21.83\|45643;2026-08-26\|22.87\|0.53\|22.89\|23.17\|22.37\|37150;2026-08-27\|23.37\|2.19\|22.78\|23.44\|22.67\|37829;2026-08-28\|23.32\|-0.21\|23.37\|23.98\|23.24\|45865;2026-08-31\|24.00\|2.92\|23.18\|24.17\|23.18\|70775;2026-09-01\|24.08\|0.33\|24.02\|24.24\|23.73\|45413;2026-09-02\|23.83\|-1.04\|23.96\|24.08\|23.50\|31262;2026-09-03\|23.92\|0.38\|24.18\|24.39\|23.63\|30495;2026-09-04\|23.46\|-1.92\|24.12\|24.36\|23.31\|42026;2026-09-07\|23.84\|1.62\|23.64\|24.06\|23.59\|30197;2026-09-08\|23.46\|-1.59\|23.95\|23.95\|23.34\|24281;2026-09-09\|23.28\|-0.77\|23.41\|23.62\|23.11\|22750;2026-09-10\|22.58\|-3.01\|23.09\|23.09\|22.51\|26169;2026-09-11\|21.72\|-3.81\|22.24\|22.48\|21.16\|35001
117918	优必选50余款“超仿生人形机器人”首发亮相	卫星通信+物联网模组+机器人行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年6月18日互动易，在卫星通信领域，公司已形成覆盖3GPP NTN、私有协议、卫星直连蜂窝D2C三大主流技术路线的标准模组矩阵，并打造了智能追踪、车载卫星通信等五大解决方案；据2026年5月20日投资者关系活动记录表，公司将卫星通信能力深度融合至车规级5G-A模组等前沿产品。 2、据2026年6月5日互动易，公司机器人方案已落地商业服务、医疗、农业、家用、四足及人形机器人等多个领域，AI玩具解决方案与头部品牌合作推出多款产品。 3、据2025年年度报告及2026年5月20日调研，公司是全球领先的物联网整体解决方案供应商，构建了“1+N”业务矩阵，2025年营收243.26亿元，同比增长30.83%；2026年一季度营收67.49亿元，同比增长29.26%。	公司机器人方案已落地商业服务、医疗、农业、家用、四足及人形机器人等多个领域	2026-05-08\|75.72\|1.79\|74.00\|75.97\|73.60\|64725;2026-05-11\|75.16\|-0.74\|76.38\|76.56\|74.85\|66443;2026-05-12\|73.88\|-1.70\|74.98\|75.50\|73.40\|56247;2026-05-13\|75.77\|2.56\|73.00\|76.14\|72.74\|77326;2026-05-14\|73.50\|-3.00\|75.77\|76.27\|73.31\|62031;2026-05-15\|73.09\|-0.56\|73.61\|74.99\|72.60\|62243;2026-05-18\|74.70\|2.20\|72.90\|75.74\|71.55\|68682;2026-05-19\|75.94\|1.66\|75.60\|76.15\|73.72\|58895;2026-05-20\|74.00\|-2.55\|75.15\|75.85\|73.62\|59550;2026-05-21\|74.51\|0.69\|74.47\|78.10\|74.45\|126468;2026-05-22\|74.96\|0.60\|75.00\|76.59\|74.01\|73745;2026-05-25\|76.80\|2.45\|74.38\|77.77\|74.31\|78590;2026-05-26\|77.30\|0.65\|76.80\|77.43\|74.05\|81931;2026-05-27\|78.80\|1.94\|76.80\|79.44\|76.35\|126688;2026-05-28\|77.77\|-1.31\|78.33\|78.98\|76.67\|84905;2026-05-29\|75.10\|-3.43\|77.60\|77.82\|74.56\|72449;2026-06-01\|53.40\|0.06\|52.47\|54.45\|52.31\|68839;2026-06-02\|52.49\|-1.70\|53.18\|53.80\|51.30\|81161;2026-06-03\|57.74\|10.00\|52.42\|57.74\|52.42\|207758;2026-06-04\|56.27\|-2.55\|57.75\|58.25\|56.01\|232326;2026-06-05\|57.33\|1.88\|57.28\|59.03\|55.58\|198078;2026-06-08\|58.30\|1.69\|55.88\|59.50\|55.69\|191747;2026-06-09\|58.15\|-0.26\|58.90\|58.95\|56.71\|161934;2026-06-10\|55.82\|-4.01\|57.15\|57.52\|55.31\|125805;2026-06-11\|56.15\|0.59\|54.71\|56.50\|53.42\|100445;2026-06-12\|55.50\|-1.16\|56.36\|56.74\|55.05\|102551;2026-06-15\|56.63\|2.04\|55.03\|56.85\|54.42\|118693;2026-06-16\|57.35\|1.27\|56.39\|57.50\|55.39\|120560;2026-06-17\|55.08\|-3.96\|56.56\|56.58\|55.00\|119249;2026-06-18\|52.81\|-4.12\|54.50\|55.00\|52.70\|145015;2026-06-22\|51.15\|-3.14\|52.70\|52.99\|50.66\|131641;2026-06-23\|48.89\|-4.42\|50.71\|51.34\|48.66\|126313;2026-06-24\|49.27\|0.78\|48.70\|49.98\|48.00\|70589;2026-06-25\|49.55\|0.57\|48.98\|49.85\|47.03\|120636;2026-06-26\|46.58\|-5.99\|49.01\|49.15\|46.54\|99817;2026-06-29\|46.52\|-0.13\|46.02\|47.51\|45.37\|76826;2026-06-30\|51.17\|10.00\|46.53\|51.17\|46.53\|95809;2026-07-01\|53.08\|3.73\|52.00\|54.70\|51.50\|174271;2026-07-02\|50.92\|-4.07\|53.08\|53.10\|50.70\|99563;2026-07-03\|51.80\|1.73\|50.92\|53.00\|50.92\|73974;2026-07-06\|49.86\|-3.75\|52.04\|52.10\|49.50\|74640;2026-07-07\|50.55\|1.38\|49.73\|52.45\|48.97\|85740;2026-07-08\|50.12\|-0.85\|50.55\|51.15\|49.14\|66416;2026-07-09\|49.51\|-1.22\|49.52\|50.24\|48.24\|82745;2026-07-10\|54.46\|10.00\|49.51\|54.46\|49.16\|210768;2026-07-13\|52.30\|-3.97\|54.00\|54.08\|52.03\|184111;2026-07-14\|50.45\|-3.54\|52.24\|52.74\|48.64\|146293;2026-07-15\|50.73\|0.56\|50.45\|51.83\|49.30\|94695;2026-07-16\|53.18\|4.83\|50.74\|55.20\|50.72\|171166;2026-07-17\|50.16\|-5.68\|52.00\|53.59\|50.00\|154846;2026-07-20\|48.35\|-3.61\|50.80\|51.06\|47.03\|139573;2026-07-21\|49.75\|2.90\|48.35\|50.16\|48.30\|119505;2026-07-22\|51.45\|3.42\|49.02\|52.43\|48.50\|165875;2026-07-23\|49.39\|-4.00\|50.94\|51.85\|48.88\|121220;2026-07-24\|48.89\|-1.01\|48.60\|50.33\|47.60\|94247;2026-07-27\|50.18\|2.64\|48.80\|50.47\|47.80\|86919;2026-07-28\|48.92\|-2.51\|49.09\|50.18\|48.50\|79315;2026-07-29\|50.46\|3.15\|48.50\|50.97\|48.50\|123637;2026-07-30\|45.41\|-10.01\|49.50\|49.99\|45.41\|197706;2026-07-31\|45.28\|-0.29\|45.50\|47.03\|45.28\|127473;2026-08-03\|45.89\|1.35\|45.05\|46.80\|45.05\|86928;2026-08-04\|46.39\|1.09\|46.00\|46.66\|45.30\|74620;2026-08-05\|47.32\|2.00\|46.00\|48.12\|45.90\|114463;2026-08-06\|49.52\|4.65\|46.99\|51.16\|46.58\|151621;2026-08-07\|49.48\|-0.08\|48.91\|49.69\|47.81\|119742;2026-08-10\|50.16\|1.37\|49.19\|50.41\|48.08\|93541;2026-08-11\|52.20\|4.07\|50.00\|53.26\|49.52\|168237;2026-08-12\|54.03\|3.51\|52.20\|54.69\|51.70\|185544;2026-08-13\|59.43\|9.99\|59.43\|59.43\|59.43\|88952;2026-08-14\|60.69\|2.12\|61.02\|63.49\|59.90\|471246;2026-08-17\|60.30\|-0.64\|59.75\|60.86\|58.56\|320575;2026-08-18\|62.32\|3.35\|60.17\|62.77\|59.62\|237876;2026-08-19\|59.12\|-5.13\|61.01\|62.32\|58.93\|174421;2026-08-20\|59.88\|1.29\|59.99\|61.25\|58.18\|151016;2026-08-21\|58.01\|-3.12\|59.28\|60.33\|57.00\|177532;2026-08-24\|56.99\|-1.76\|58.27\|58.65\|56.09\|105959;2026-08-25\|56.65\|-0.60\|56.48\|57.26\|55.93\|79930;2026-08-26\|54.74\|-3.37\|56.87\|56.87\|54.61\|94638;2026-08-27\|56.62\|4.33\|54.74\|57.36\|54.66\|119645;2026-08-28\|56.04\|-1.02\|56.39\|57.44\|56.00\|71912;2026-08-31\|61.64\|9.99\|55.93\|61.64\|55.20\|232430;2026-09-01\|62.59\|1.54\|61.67\|62.84\|60.60\|236880;2026-09-02\|63.60\|1.61\|61.79\|65.92\|61.36\|243520;2026-09-03\|62.57\|-1.62\|63.90\|65.17\|62.39\|130818;2026-09-04\|62.17\|-0.64\|63.14\|64.70\|61.60\|129469;2026-09-07\|63.22\|1.69\|63.00\|63.63\|61.73\|125633;2026-09-08\|62.10\|-1.77\|63.14\|63.55\|61.88\|91401;2026-09-09\|61.06\|-1.67\|62.10\|63.66\|60.92\|87549;2026-09-10\|60.62\|-0.72\|60.50\|62.39\|60.05\|98103;2026-09-11\|58.91\|-2.82\|60.27\|60.33\|57.55\|100929
117917	优必选50余款“超仿生人形机器人”首发亮相	机器人概念+家具装备+海外渠道扩张行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月26日投资者关系活动记录表，公司持续发力海外渠道，在欧美地区新增多家优质合作伙伴，海外经销网络持续扩张；2025年年报显示境外营收9.74亿元，占比升至40.09%。 2、据2026年4月28日及2025年年报，公司自主研发五轴、四轴等多款家具制造专用机器人，推出“一人线”整厂解决方案，并通过子公司星石机器人提供一站式机器人OEM/ODM服务，推动家具制造智能化。 3、据2026年4月28日公告，公司2026年一季度营收7.82亿元，同比增长19.55%，归母净利润1.45亿元，同比增长9.83%，主要受益于行业回暖及高端自动化产线竞争力提升。	公司主营数控板式家具机械设备和成套自动化生产线解决方案，推出数控钻机器人分拣连线、智能机器人板材分拣生产线等	2026-05-08\|21.19\|-0.05\|21.13\|21.34\|20.88\|61164;2026-05-11\|22.07\|4.15\|21.20\|22.17\|21.20\|115389;2026-05-12\|21.42\|-2.95\|21.90\|21.99\|21.11\|97185;2026-05-13\|21.77\|1.63\|21.36\|21.81\|21.09\|72213;2026-05-14\|22.31\|2.48\|21.77\|22.52\|21.57\|105105;2026-05-15\|21.61\|-3.14\|22.19\|22.41\|21.50\|85984;2026-05-18\|21.30\|-1.43\|21.52\|21.92\|21.00\|101143;2026-05-19\|21.16\|-0.66\|21.30\|21.54\|20.84\|81342;2026-05-20\|20.66\|-2.36\|21.13\|21.31\|20.47\|99524;2026-05-21\|20.10\|-2.71\|20.75\|21.00\|20.00\|96280;2026-05-22\|20.12\|0.10\|20.10\|20.35\|19.95\|81637;2026-05-25\|19.75\|-1.84\|20.20\|20.32\|19.55\|59729;2026-05-26\|19.50\|-1.27\|19.73\|19.95\|19.33\|70654;2026-05-27\|18.76\|-0.74\|18.90\|19.09\|18.40\|81679;2026-05-28\|18.96\|1.07\|18.76\|19.17\|18.60\|58770;2026-05-29\|19.07\|0.58\|19.01\|19.93\|18.89\|95170;2026-06-01\|18.71\|-1.89\|19.07\|19.07\|18.56\|82649;2026-06-02\|18.11\|-3.21\|18.71\|18.76\|17.65\|125230;2026-06-03\|18.05\|-0.33\|18.00\|18.20\|17.81\|72589;2026-06-04\|18.28\|1.27\|17.97\|18.37\|17.85\|67799;2026-06-05\|18.51\|1.26\|18.06\|18.88\|17.97\|79768;2026-06-08\|17.93\|-3.13\|18.41\|18.45\|17.60\|79447;2026-06-09\|17.98\|0.28\|17.95\|18.14\|17.74\|47393;2026-06-10\|17.75\|-1.28\|17.68\|17.85\|17.51\|45491;2026-06-11\|17.43\|-1.80\|17.62\|17.72\|17.22\|40223;2026-06-12\|17.37\|-0.34\|17.72\|17.72\|17.32\|61087;2026-06-15\|17.62\|1.44\|17.57\|17.75\|17.40\|54745;2026-06-16\|17.73\|0.62\|17.62\|17.85\|17.37\|49858;2026-06-17\|17.59\|-0.79\|17.70\|17.80\|17.42\|40782;2026-06-18\|17.83\|1.36\|17.46\|18.00\|17.46\|54721;2026-06-22\|17.68\|-0.84\|17.82\|17.98\|17.02\|60037;2026-06-23\|17.94\|1.47\|17.55\|18.20\|17.52\|61923;2026-06-24\|18.67\|4.07\|18.06\|19.28\|17.89\|153565;2026-06-25\|17.38\|-6.91\|18.69\|18.88\|17.37\|151124;2026-06-26\|17.99\|3.51\|17.21\|18.54\|16.90\|155747;2026-06-29\|17.54\|-2.50\|17.91\|17.99\|17.11\|88370;2026-06-30\|19.29\|9.98\|17.63\|19.29\|17.58\|117627;2026-07-01\|19.03\|-1.35\|19.17\|19.49\|18.88\|170878;2026-07-02\|18.55\|-2.52\|19.08\|19.45\|18.42\|145501;2026-07-03\|19.02\|2.53\|18.87\|19.21\|18.73\|162139;2026-07-06\|18.70\|-1.68\|18.91\|19.17\|18.48\|128887;2026-07-07\|18.08\|-3.32\|18.52\|18.78\|17.84\|106881;2026-07-08\|17.24\|-4.65\|18.11\|18.30\|17.11\|107868;2026-07-09\|17.09\|-0.87\|17.12\|17.23\|16.53\|109654;2026-07-10\|16.80\|-1.70\|17.01\|17.51\|16.62\|113258;2026-07-13\|15.98\|-4.88\|16.75\|16.77\|15.87\|93089;2026-07-14\|16.28\|1.88\|15.98\|16.35\|15.81\|49700;2026-07-15\|16.66\|2.33\|16.26\|16.72\|16.06\|51321;2026-07-16\|16.49\|-1.02\|16.66\|16.93\|16.44\|46272;2026-07-17\|16.09\|-2.43\|16.53\|16.89\|16.07\|56652;2026-07-20\|15.97\|-0.75\|16.37\|16.39\|15.92\|71409;2026-07-21\|16.05\|0.50\|16.08\|16.28\|15.50\|76655;2026-07-22\|15.60\|-2.80\|16.05\|16.05\|15.58\|51371;2026-07-23\|16.47\|5.58\|15.60\|16.58\|15.59\|65836;2026-07-24\|16.15\|-1.94\|16.48\|16.48\|16.08\|36849;2026-07-27\|16.32\|1.05\|16.10\|16.55\|16.10\|33813;2026-07-28\|16.49\|1.04\|16.22\|16.58\|16.20\|44740;2026-07-29\|18.14\|10.01\|16.45\|18.14\|16.41\|129467;2026-07-30\|17.70\|-2.43\|18.00\|18.02\|17.41\|130274;2026-07-31\|17.77\|0.40\|17.96\|18.00\|17.50\|68108;2026-08-03\|17.93\|0.90\|17.64\|18.00\|17.42\|51687;2026-08-04\|17.87\|-0.33\|17.93\|18.01\|17.65\|50217;2026-08-05\|18.03\|0.90\|17.88\|18.25\|17.80\|57318;2026-08-06\|18.10\|0.39\|18.03\|18.21\|17.87\|41059;2026-08-07\|18.10\|0.00\|18.02\|18.21\|17.93\|37743;2026-08-10\|18.80\|3.87\|18.20\|18.94\|18.06\|88703;2026-08-11\|18.41\|-2.07\|18.75\|18.75\|18.32\|41673;2026-08-12\|18.46\|0.27\|18.46\|18.54\|18.30\|28999;2026-08-13\|18.08\|-2.06\|18.45\|18.54\|18.00\|35127;2026-08-14\|18.29\|1.16\|17.98\|18.37\|17.91\|29744;2026-08-17\|18.49\|1.09\|18.18\|18.50\|18.04\|25572;2026-08-18\|18.61\|0.65\|18.53\|18.68\|18.21\|35601;2026-08-19\|17.97\|-3.44\|18.50\|18.57\|17.84\|38074;2026-08-20\|18.40\|2.39\|18.07\|18.46\|17.98\|33277;2026-08-21\|18.20\|-1.09\|18.30\|18.30\|17.95\|22564;2026-08-24\|17.69\|-2.80\|18.24\|18.24\|17.60\|44120;2026-08-25\|18.00\|1.75\|17.68\|18.08\|17.52\|29328;2026-08-26\|18.05\|0.28\|18.12\|18.17\|17.80\|29371;2026-08-27\|18.55\|2.77\|18.00\|19.04\|17.41\|125260;2026-08-28\|18.78\|1.24\|18.57\|18.91\|18.41\|63437;2026-08-31\|18.83\|0.27\|18.79\|19.26\|18.67\|70150;2026-09-01\|19.03\|1.06\|18.82\|19.18\|18.73\|61815;2026-09-02\|18.53\|-2.63\|18.91\|18.91\|18.44\|44205;2026-09-03\|18.58\|0.27\|18.80\|18.87\|18.51\|26601;2026-09-04\|18.75\|0.92\|18.69\|19.08\|18.58\|45135;2026-09-07\|19.15\|2.13\|18.81\|19.20\|18.72\|56519;2026-09-08\|18.91\|-1.25\|19.08\|19.15\|18.77\|40470;2026-09-09\|18.65\|0.21\|18.60\|18.69\|18.38\|30592;2026-09-10\|18.16\|-2.63\|18.47\|18.62\|18.16\|20136;2026-09-11\|17.75\|-2.26\|18.07\|18.15\|17.26\|53832
117916	优必选50余款“超仿生人形机器人”首发亮相	机器人+萤石矿+一季报扭亏行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月16日年报，公司通过收购持有布拖县交际河萤石矿，矿区保有CaF₂资源量231.0万吨，设计生产规模15万吨/年，正推进投产审批；据2026年5月11日业绩说明会，公司已向省级主管部门提交矿山开工建设申请资料，待批复。 2、据2026年4月16日年报，公司与优必选等签署战略合作框架协议，就具身智能机器人在民航和泛交通行业落地应用进行合作；据2026年5月11日业绩说明会，公司参股的锦程智行已向机场客户交付无人驾驶小巴产品。 3、据2026年4月30日披露的一季报，公司2026年一季度归母净利润1347.29万元，同比增长225.30%。	成都优质基建企业；2025年7月，公司与深圳市优必选、中国民航正式签署战略合作框架协议，就具身智能机器人及人工智能技术在民航和泛交通行业落地应用进行深入合作探索，全资子公司四川成路智汇科技和优必选等联合成立锦程智行(成都)，锦程智行已获取订单并投入机场使用	2026-05-08\|5.84\|2.10\|5.72\|5.84\|5.66\|319470;2026-05-11\|5.87\|0.51\|5.84\|5.96\|5.77\|382280;2026-05-12\|5.88\|0.17\|5.83\|5.94\|5.62\|445669;2026-05-13\|6.47\|10.03\|5.94\|6.47\|5.83\|379285;2026-05-14\|6.06\|-6.34\|6.44\|6.47\|5.83\|1101542;2026-05-15\|5.81\|-4.13\|6.02\|6.12\|5.74\|536838;2026-05-18\|5.71\|-1.72\|5.76\|6.00\|5.63\|422467;2026-05-19\|5.68\|-0.53\|5.72\|5.75\|5.56\|369776;2026-05-20\|5.64\|-0.70\|5.67\|5.72\|5.55\|341759;2026-05-21\|5.36\|-4.96\|5.66\|5.79\|5.35\|367987;2026-05-22\|5.64\|5.22\|5.38\|5.67\|5.35\|328002;2026-05-25\|5.51\|-2.31\|5.65\|5.70\|5.41\|285894;2026-05-26\|5.33\|-3.27\|5.51\|5.52\|5.30\|204249;2026-05-27\|5.20\|-2.44\|5.35\|5.39\|5.16\|184997;2026-05-28\|5.23\|0.58\|5.17\|5.35\|5.12\|237578;2026-05-29\|4.94\|-5.54\|5.28\|5.28\|4.91\|284539;2026-06-01\|5.09\|3.04\|4.95\|5.20\|4.95\|216838;2026-06-02\|5.03\|-1.18\|5.09\|5.12\|4.93\|149643;2026-06-03\|5.11\|1.59\|5.02\|5.20\|4.93\|260144;2026-06-04\|5.03\|-1.57\|5.10\|5.22\|4.98\|199599;2026-06-05\|5.04\|0.20\|5.00\|5.11\|4.93\|203623;2026-06-08\|4.93\|-2.18\|4.95\|5.07\|4.82\|246188;2026-06-09\|4.99\|1.22\|4.94\|5.04\|4.88\|201282;2026-06-10\|4.85\|-2.81\|4.97\|5.04\|4.81\|187691;2026-06-11\|4.90\|1.03\|4.82\|4.97\|4.73\|198461;2026-06-12\|4.91\|0.20\|4.95\|5.28\|4.88\|270829;2026-06-15\|5.06\|3.06\|4.91\|5.10\|4.86\|258564;2026-06-16\|4.95\|-2.17\|5.07\|5.07\|4.93\|199205;2026-06-17\|4.83\|-2.42\|4.98\|4.98\|4.80\|192970;2026-06-18\|4.92\|1.86\|4.81\|5.03\|4.70\|302473;2026-06-22\|4.93\|0.20\|4.89\|4.97\|4.64\|284405;2026-06-23\|4.85\|-1.62\|4.93\|4.95\|4.79\|178780;2026-06-24\|4.79\|-1.24\|4.81\|4.86\|4.67\|206802;2026-06-25\|4.48\|-6.47\|4.76\|4.78\|4.40\|314120;2026-06-26\|4.42\|-1.34\|4.43\|4.48\|4.31\|246712;2026-06-29\|4.86\|9.95\|4.45\|4.86\|4.36\|239551;2026-06-30\|5.35\|10.08\|4.96\|5.35\|4.87\|602496;2026-07-01\|5.42\|1.31\|5.36\|5.51\|5.22\|592021;2026-07-02\|5.41\|-0.18\|5.47\|5.75\|5.36\|513363;2026-07-03\|5.40\|-0.18\|5.45\|5.55\|5.33\|446240;2026-07-06\|5.29\|-2.04\|5.47\|5.49\|5.23\|344803;2026-07-07\|5.32\|0.57\|5.29\|5.53\|5.23\|252145;2026-07-08\|5.21\|-2.07\|5.30\|5.38\|5.19\|227257;2026-07-09\|5.27\|1.15\|5.20\|5.35\|5.16\|194263;2026-07-10\|5.17\|-1.90\|5.32\|5.39\|5.17\|245801;2026-07-13\|4.65\|-10.06\|5.12\|5.13\|4.65\|407387;2026-07-14\|5.12\|10.11\|4.47\|5.12\|4.44\|502497;2026-07-15\|5.10\|-0.39\|5.15\|5.43\|4.85\|584835;2026-07-16\|5.04\|-1.18\|5.04\|5.24\|4.85\|488988;2026-07-17\|4.91\|-2.58\|5.20\|5.20\|4.86\|453384;2026-07-20\|4.74\|-3.46\|4.91\|5.16\|4.52\|418411;2026-07-21\|4.55\|-4.01\|4.85\|4.85\|4.32\|397948;2026-07-22\|4.49\|-1.32\|4.51\|4.60\|4.43\|235482;2026-07-23\|4.55\|1.34\|4.45\|4.55\|4.44\|191975;2026-07-24\|4.36\|-4.18\|4.50\|4.51\|4.36\|170740;2026-07-27\|4.45\|2.06\|4.37\|4.48\|4.31\|145885;2026-07-28\|4.49\|0.90\|4.40\|4.58\|4.38\|153499;2026-07-29\|4.53\|0.89\|4.53\|4.55\|4.43\|179761;2026-07-30\|4.38\|-3.31\|4.49\|4.54\|4.37\|218230;2026-07-31\|4.46\|1.83\|4.42\|4.49\|4.40\|149964;2026-08-03\|4.51\|1.12\|4.49\|4.60\|4.46\|140971;2026-08-04\|4.56\|1.11\|4.51\|4.61\|4.47\|209184;2026-08-05\|4.62\|1.32\|4.56\|4.66\|4.55\|167758;2026-08-06\|4.90\|6.06\|4.60\|4.92\|4.57\|300887;2026-08-07\|4.92\|0.41\|4.91\|4.98\|4.73\|234876;2026-08-10\|4.97\|1.02\|4.92\|5.15\|4.90\|256417;2026-08-11\|5.08\|2.21\|4.97\|5.13\|4.89\|252318;2026-08-12\|5.15\|1.38\|5.09\|5.19\|5.05\|296152;2026-08-13\|5.05\|-1.94\|5.14\|5.14\|5.01\|236632;2026-08-14\|5.56\|10.10\|5.07\|5.56\|5.02\|547835;2026-08-17\|5.18\|-6.83\|5.57\|5.60\|5.15\|757686;2026-08-18\|4.98\|-3.86\|5.18\|5.19\|4.95\|373514;2026-08-19\|4.81\|-3.41\|4.98\|5.14\|4.78\|247220;2026-08-20\|4.90\|1.87\|4.84\|4.92\|4.78\|181795;2026-08-21\|4.91\|0.20\|4.86\|4.91\|4.80\|113836;2026-08-24\|4.79\|-2.44\|4.89\|4.89\|4.72\|125101;2026-08-25\|4.80\|0.21\|4.76\|4.84\|4.72\|114786;2026-08-26\|4.80\|0.00\|4.81\|4.86\|4.78\|104416;2026-08-27\|5.28\|10.00\|4.76\|5.28\|4.74\|777148;2026-08-28\|5.48\|3.79\|5.28\|5.80\|5.27\|957739;2026-08-31\|5.46\|-0.36\|5.47\|5.54\|5.23\|522046;2026-09-01\|5.54\|1.47\|5.51\|5.59\|5.40\|319931;2026-09-02\|5.46\|-1.44\|5.54\|5.59\|5.42\|243797;2026-09-03\|5.22\|-4.40\|5.46\|5.54\|5.20\|338947;2026-09-04\|5.18\|-0.77\|5.27\|5.35\|5.14\|234212;2026-09-07\|5.30\|2.32\|5.18\|5.31\|5.17\|176462;2026-09-08\|5.21\|-1.70\|5.29\|5.30\|5.18\|181890;2026-09-09\|5.17\|-0.77\|5.20\|5.25\|5.12\|144299;2026-09-10\|5.18\|0.19\|5.16\|5.22\|5.11\|157546;2026-09-11\|5.08\|-1.93\|5.14\|5.15\|4.98\|213113
117915	优必选50余款“超仿生人形机器人”首发亮相	涨停揭秘：超高分子聚乙烯型材被网络资料列为机器人用腱绳关键材料，公司产品布局契合人形机器人轻量化柔性执行器趋势；涨停缘由：官网显示拥有超高分子聚乙烯型材产品；该材料具备高强度、低摩擦、耐磨损特性，适用于机器人关节腱绳及防护部件；切入机器人上游功能材料赛道；资金逻辑：4月3日、4月6日连续涨停，股价处于近三年低位，资金博弈超跌反弹与题材切换；与华瑞股份、法兰泰克形成机器人材料-结构-整机逻辑闭环；风险提示：公司未公告机器人相关订单或认证进展，材料应用尚处概念验证阶段；主业为输送带，机器人业务占比极低且无收入数据支撑	公司官网显示有超高分子聚乙烯型材产品，据网络资料超高分子聚乙烯可作为机器人用腱绳材料	2026-05-08\|11.38\|1.61\|11.11\|11.54\|10.99\|172903;2026-05-11\|11.21\|-1.49\|11.41\|11.43\|11.02\|89113;2026-05-12\|11.28\|0.62\|11.15\|11.71\|11.10\|194692;2026-05-13\|11.30\|0.18\|11.44\|11.59\|11.17\|147443;2026-05-14\|11.66\|3.19\|11.36\|12.00\|11.27\|231599;2026-05-15\|11.60\|-0.51\|11.64\|11.80\|11.36\|133312;2026-05-18\|11.50\|-0.86\|11.54\|11.70\|11.25\|92223;2026-05-19\|11.26\|-2.09\|11.50\|11.75\|10.98\|149252;2026-05-20\|11.15\|-0.98\|11.26\|11.35\|11.01\|91688;2026-05-21\|10.78\|-3.32\|11.25\|11.49\|10.75\|119522;2026-05-22\|11.04\|2.41\|10.88\|11.22\|10.70\|87656;2026-05-25\|10.87\|-1.54\|11.05\|11.05\|10.76\|77057;2026-05-26\|10.78\|-0.83\|10.86\|11.13\|10.69\|67620;2026-05-27\|10.52\|-2.41\|10.70\|10.94\|10.25\|95203;2026-05-28\|10.46\|-0.57\|10.30\|10.72\|10.16\|93398;2026-05-29\|10.31\|-1.43\|10.39\|10.83\|10.11\|109289;2026-06-01\|10.08\|-2.23\|10.25\|10.30\|10.06\|64577;2026-06-02\|10.00\|-0.79\|10.15\|10.16\|9.89\|57485;2026-06-03\|9.86\|-1.40\|10.00\|10.00\|9.81\|41593;2026-06-04\|10.07\|2.13\|9.86\|10.10\|9.53\|87411;2026-06-05\|10.00\|-0.70\|10.10\|10.37\|9.82\|101692;2026-06-08\|9.90\|-1.00\|10.01\|10.21\|9.76\|115422;2026-06-09\|10.10\|2.02\|9.99\|10.16\|9.75\|91670;2026-06-10\|10.40\|2.97\|10.15\|10.53\|10.00\|126533;2026-06-11\|9.48\|-8.85\|10.39\|10.51\|9.37\|168384;2026-06-12\|9.43\|-0.53\|9.50\|9.75\|9.25\|95445;2026-06-15\|9.36\|-0.74\|9.43\|9.56\|9.28\|82889;2026-06-16\|9.42\|0.64\|9.35\|9.50\|9.12\|92084;2026-06-17\|9.32\|-1.06\|9.41\|9.47\|9.30\|59765;2026-06-18\|9.06\|-2.79\|9.32\|9.45\|9.04\|79384;2026-06-22\|9.02\|-0.44\|8.94\|9.12\|8.55\|100225;2026-06-23\|9.20\|2.00\|8.95\|9.25\|8.91\|69692;2026-06-24\|9.04\|-1.74\|9.21\|9.28\|8.95\|63021;2026-06-25\|8.77\|-2.99\|9.09\|9.10\|8.64\|93104;2026-06-26\|8.30\|-5.36\|8.74\|8.92\|8.25\|115437;2026-06-29\|9.13\|10.00\|8.40\|9.13\|8.31\|138037;2026-06-30\|10.04\|9.97\|9.20\|10.04\|9.20\|130787;2026-07-01\|9.99\|-0.50\|9.88\|10.14\|9.49\|227917;2026-07-02\|10.40\|4.10\|10.10\|10.99\|10.03\|408854;2026-07-03\|9.95\|-4.33\|10.44\|10.73\|9.87\|242223;2026-07-06\|10.21\|2.61\|10.14\|10.95\|10.01\|479880;2026-07-07\|9.19\|-9.99\|10.35\|10.35\|9.19\|274557;2026-07-08\|8.45\|-8.05\|9.07\|9.35\|8.44\|250261;2026-07-09\|8.47\|0.24\|8.53\|8.53\|8.18\|127146;2026-07-10\|8.30\|-2.01\|8.47\|8.57\|8.27\|117202;2026-07-13\|8.18\|-1.45\|8.35\|8.60\|8.06\|124235;2026-07-14\|8.12\|-0.73\|8.18\|8.31\|8.03\|83186;2026-07-15\|8.27\|1.85\|8.05\|8.40\|8.05\|67747;2026-07-16\|8.38\|1.33\|8.50\|8.50\|8.15\|73170;2026-07-17\|8.19\|-2.27\|8.38\|8.54\|8.14\|86295;2026-07-20\|7.65\|-6.59\|8.22\|8.31\|7.53\|133434;2026-07-21\|7.68\|0.39\|7.66\|7.90\|7.57\|98662;2026-07-22\|7.43\|-3.26\|7.00\|7.69\|7.00\|92795;2026-07-23\|7.44\|0.13\|7.46\|7.55\|7.38\|47985;2026-07-24\|7.39\|-0.67\|7.46\|7.60\|7.38\|49509;2026-07-27\|7.49\|1.35\|7.38\|7.51\|7.29\|47361;2026-07-28\|7.57\|1.07\|7.43\|7.64\|7.40\|51271;2026-07-29\|7.71\|1.85\|7.60\|7.76\|7.50\|85251;2026-07-30\|7.36\|-4.54\|7.75\|7.78\|7.29\|116309;2026-07-31\|7.46\|1.36\|7.41\|7.53\|7.36\|74478;2026-08-03\|7.65\|2.55\|7.50\|7.66\|7.38\|88653;2026-08-04\|7.71\|0.78\|7.64\|7.80\|7.63\|69405;2026-08-05\|7.88\|2.20\|7.73\|7.95\|7.69\|73476;2026-08-06\|7.96\|1.02\|7.88\|8.05\|7.80\|71932;2026-08-07\|7.89\|-0.88\|8.03\|8.04\|7.81\|59695;2026-08-10\|7.99\|1.27\|7.89\|7.99\|7.80\|48760;2026-08-11\|7.94\|-0.63\|7.99\|8.03\|7.85\|49927;2026-08-12\|7.90\|-0.50\|7.90\|7.98\|7.90\|40161;2026-08-13\|7.74\|-2.03\|7.90\|7.95\|7.71\|70433;2026-08-14\|7.87\|1.68\|7.80\|8.10\|7.61\|94865;2026-08-17\|7.84\|-0.38\|7.89\|8.04\|7.71\|78999;2026-08-18\|7.65\|-2.42\|7.83\|7.88\|7.61\|65354;2026-08-19\|7.38\|-3.53\|7.59\|7.70\|7.33\|78174;2026-08-20\|7.49\|1.49\|7.40\|7.53\|7.36\|46609;2026-08-21\|7.58\|1.20\|7.65\|7.71\|7.39\|58936;2026-08-24\|7.39\|-2.51\|7.53\|7.92\|7.36\|78462;2026-08-25\|7.37\|-0.27\|7.35\|7.44\|7.24\|64143;2026-08-26\|7.41\|0.54\|7.31\|7.44\|7.31\|44187;2026-08-27\|7.64\|3.10\|7.39\|7.72\|7.32\|91192;2026-08-28\|7.57\|-0.92\|7.69\|8.30\|7.55\|101240;2026-08-31\|7.60\|0.40\|7.50\|7.67\|7.48\|64669;2026-09-01\|7.64\|0.53\|7.49\|7.68\|7.46\|64397;2026-09-02\|7.68\|0.52\|7.52\|7.69\|7.50\|60556;2026-09-03\|7.55\|-1.69\|7.68\|7.73\|7.51\|35964;2026-09-04\|7.42\|-1.72\|7.55\|7.61\|7.38\|57986;2026-09-07\|7.32\|-1.35\|7.45\|7.49\|7.31\|45814;2026-09-08\|7.27\|-0.68\|7.32\|7.40\|7.22\|96697;2026-09-09\|7.31\|0.55\|7.24\|7.36\|7.22\|60681;2026-09-10\|7.29\|-0.27\|7.25\|7.39\|7.15\|71940;2026-09-11\|7.02\|-3.70\|7.28\|7.28\|6.98\|81671
117914	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：中国大陆技术最先进、规模最大的晶圆代工企业；英特尔、德州仪器等海外巨头业绩超预期，叠加上半年存储涨价延续，代工产能利用率持续攀升；涨停缘由：全球半导体周期回暖+存储涨价延续+成熟制程需求旺盛+国产替代纵深推进+设备材料自主可控加速；资金逻辑：资金回流硬科技核心资产，中芯国际作为A股半导体制造唯一龙头获机构加仓；北向资金连续三日净买入，融资余额同步上升；风险提示：先进制程研发进展与客户导入进度存在不确定性；美国出口管制政策存在进一步收紧风险	公司是中国大陆技术最先进、规模最大的晶圆代工企业	2026-05-08\|120.31\|-4.01\|122.90\|123.19\|120.05\|708618;2026-05-11\|122.52\|1.84\|122.99\|124.57\|121.90\|814860;2026-05-12\|121.98\|-0.44\|124.44\|125.44\|120.00\|817732;2026-05-13\|121.86\|-0.10\|119.00\|122.50\|116.04\|954951;2026-05-14\|117.90\|-3.25\|121.92\|124.04\|117.00\|790650;2026-05-15\|119.02\|0.95\|121.00\|125.00\|118.48\|1328101;2026-05-18\|117.62\|-1.18\|117.40\|120.34\|115.60\|748969;2026-05-19\|118.82\|1.02\|116.16\|118.88\|112.68\|840270;2026-05-20\|133.81\|12.62\|118.00\|136.63\|117.50\|2248801;2026-05-21\|127.22\|-4.92\|134.00\|137.63\|127.10\|1546777;2026-05-22\|131.33\|3.23\|129.33\|132.18\|126.50\|1199478;2026-05-25\|156.00\|18.78\|136.00\|157.60\|136.00\|2521802;2026-05-26\|149.18\|-4.37\|150.73\|154.44\|145.50\|1799242;2026-05-27\|146.22\|-1.98\|150.00\|153.52\|145.00\|1234984;2026-05-28\|153.70\|5.12\|146.00\|159.05\|146.00\|1608232;2026-05-29\|139.91\|-8.97\|150.92\|152.38\|138.49\|1536813;2026-06-01\|132.44\|-5.34\|139.76\|140.80\|132.04\|1008849;2026-06-02\|132.48\|0.03\|132.98\|135.50\|129.30\|923688;2026-06-03\|134.00\|1.15\|132.00\|138.75\|131.85\|992127;2026-06-04\|134.88\|0.66\|131.00\|137.57\|130.00\|778527;2026-06-05\|127.40\|-5.55\|131.00\|134.75\|126.70\|934574;2026-06-08\|121.92\|-4.30\|120.00\|124.28\|120.00\|781226;2026-06-09\|127.30\|4.41\|123.50\|128.03\|120.89\|769663;2026-06-10\|125.34\|-1.54\|125.00\|131.18\|124.50\|669094;2026-06-11\|127.40\|1.64\|124.00\|129.08\|123.01\|626276;2026-06-12\|124.88\|-1.98\|131.64\|134.87\|124.37\|817437;2026-06-15\|130.52\|4.52\|128.59\|131.00\|124.89\|728604;2026-06-16\|130.14\|-0.29\|131.00\|134.34\|127.93\|745583;2026-06-17\|134.70\|3.50\|127.91\|134.88\|126.68\|963562;2026-06-18\|140.70\|4.45\|136.11\|144.63\|132.88\|1244937;2026-06-22\|145.59\|3.48\|140.78\|148.00\|140.00\|1060961;2026-06-23\|141.70\|-2.67\|143.58\|148.30\|139.60\|918201;2026-06-24\|151.53\|6.94\|141.50\|156.35\|141.32\|1411624;2026-06-25\|156.86\|3.52\|152.00\|158.66\|151.00\|1186102;2026-06-26\|148.76\|-5.16\|153.70\|156.22\|146.50\|1076155;2026-06-29\|151.00\|1.51\|147.80\|152.99\|141.00\|1027401;2026-06-30\|158.82\|5.18\|152.05\|160.66\|150.00\|1066795;2026-07-01\|154.48\|-2.73\|160.19\|166.88\|152.31\|1146777;2026-07-02\|144.10\|-6.72\|146.50\|151.69\|141.26\|949024;2026-07-03\|140.31\|-2.63\|144.89\|146.45\|140.20\|770412;2026-07-06\|143.99\|2.62\|143.40\|147.86\|135.26\|896631;2026-07-07\|145.42\|0.99\|142.00\|149.51\|140.16\|689117;2026-07-08\|152.10\|4.59\|148.00\|156.98\|142.60\|1000253;2026-07-09\|173.00\|13.74\|153.68\|174.51\|152.10\|1446296;2026-07-10\|163.02\|-5.77\|173.00\|176.34\|162.58\|1127089;2026-07-13\|163.58\|0.34\|160.01\|172.44\|160.01\|1081333;2026-07-14\|160.99\|-1.58\|165.66\|166.88\|150.20\|1162794;2026-07-15\|153.64\|-4.57\|160.00\|162.78\|150.25\|834883;2026-07-16\|151.80\|-1.20\|146.00\|160.47\|145.99\|842586;2026-07-17\|139.88\|-7.85\|150.01\|155.51\|139.02\|1029520;2026-07-20\|144.00\|2.95\|145.00\|147.47\|138.11\|939425;2026-07-21\|160.00\|11.11\|148.00\|161.40\|140.58\|1139808;2026-07-22\|155.59\|-2.76\|156.00\|160.40\|153.38\|799705;2026-07-23\|145.09\|-6.75\|157.00\|157.49\|143.56\|748152;2026-07-24\|143.73\|-0.94\|145.31\|148.60\|142.56\|477433;2026-07-27\|143.77\|0.03\|145.69\|146.05\|136.81\|536378;2026-07-28\|136.70\|-4.92\|141.68\|146.50\|134.58\|658066;2026-07-29\|130.90\|-4.24\|138.31\|138.88\|128.00\|683856;2026-07-30\|122.99\|-6.04\|128.68\|130.79\|121.82\|799846;2026-07-31\|123.99\|0.81\|134.00\|134.99\|123.69\|773130;2026-08-03\|116.50\|-6.04\|123.00\|123.41\|116.00\|654376;2026-08-04\|121.10\|3.95\|116.70\|122.50\|115.21\|644307;2026-08-05\|125.45\|3.59\|121.00\|127.55\|120.36\|663329;2026-08-06\|124.15\|-1.04\|122.00\|126.99\|121.88\|518881;2026-08-07\|128.50\|3.50\|123.36\|128.50\|123.13\|601908;2026-08-10\|126.25\|-1.75\|128.49\|128.66\|124.11\|427654;2026-08-11\|125.41\|-0.67\|124.85\|128.43\|124.50\|371760;2026-08-12\|127.96\|2.03\|126.00\|128.50\|124.51\|438380;2026-08-13\|129.44\|1.16\|129.00\|134.50\|129.00\|666294;2026-08-14\|132.87\|2.65\|133.99\|135.36\|129.67\|774497;2026-08-17\|136.76\|2.93\|132.00\|137.42\|130.80\|680113;2026-08-18\|134.98\|-1.30\|136.00\|137.48\|132.47\|574241;2026-08-19\|128.01\|-5.16\|130.87\|131.56\|126.01\|665954;2026-08-20\|125.50\|-1.96\|128.80\|129.28\|124.79\|401270;2026-08-21\|124.80\|-0.56\|124.32\|126.86\|124.20\|305664;2026-08-24\|120.58\|-3.38\|124.50\|124.78\|118.30\|476717;2026-08-25\|120.00\|-0.48\|118.58\|121.64\|117.88\|310643;2026-08-26\|124.15\|3.46\|120.50\|124.60\|120.22\|401081;2026-08-27\|126.33\|1.76\|124.05\|126.78\|123.51\|343777;2026-08-28\|125.88\|-0.36\|126.33\|128.47\|125.50\|296693;2026-08-31\|128.70\|2.24\|123.00\|129.89\|122.75\|372780;2026-09-01\|126.11\|-2.01\|128.00\|128.12\|125.46\|235781;2026-09-02\|122.55\|-2.82\|124.58\|124.58\|122.00\|285453;2026-09-03\|123.87\|1.08\|123.77\|124.86\|122.90\|221538;2026-09-04\|121.14\|-2.20\|124.98\|125.75\|120.55\|312718;2026-09-07\|124.12\|2.46\|122.50\|125.30\|122.22\|313148;2026-09-08\|121.52\|-2.09\|124.25\|124.44\|121.50\|277642;2026-09-09\|120.51\|-0.83\|122.12\|122.96\|120.06\|218576;2026-09-10\|119.18\|-1.10\|120.00\|120.37\|118.90\|191519;2026-09-11\|117.41\|-1.49\|118.00\|118.40\|115.80\|351651
117913	美团发布基于国产算力训练的万亿参数大模型	自主CPU+商业航天行业原因：据中证报1月21日报道，业内人士表示，AI服务器采购额不断上升，部分挤占了通用服务器的采购预算。同时，云厂商前期采购的通用服务器，目前已大面积进入更新周期。云厂商计划淘汰老旧架构的CPU，将新一代服务器CPU整合至现有机架体系，在数据中心领域出现了补偿性投资，驱动服务器CPU价格上涨。公司原因： 1、据2026年1月15日、19日投资者关系活动记录表，3C6000系列服务器芯片2025年6月底发布后性价比大幅提升，已获多家整机伙伴采用，在存储、智算、密码等场景形成典型应用，并通过安全可靠测评Ⅱ级认证。 2、据2025年4月29日公告《龙芯中科2024年年度报告》，龙芯处理器搭载“星眸载荷”随天舟八号升空，首次部署天基云系统，标志商业航天应用落地。 3、据2025年8月28日公告的2025年半年度报告，公司掌握指令系统与CPU IP核授权，2025年处于研发转市场销售拐点，政策性市场与开放市场双轮驱动，新一代“三剑客”“三尖兵”芯片已具备开放市场竞争力。	公司首款GPGPU芯片9A1000研发基本完成；一季度业绩同比减亏	2026-05-08\|173.82\|-5.25\|179.10\|179.80\|172.89\|144161;2026-05-11\|179.10\|3.04\|182.50\|184.68\|178.08\|174266;2026-05-12\|175.10\|-2.23\|178.00\|184.70\|172.30\|171922;2026-05-13\|175.50\|0.23\|169.20\|176.19\|166.89\|142575;2026-05-14\|165.02\|-5.97\|175.18\|176.06\|165.00\|133214;2026-05-15\|159.98\|-3.05\|165.02\|167.50\|158.10\|123307;2026-05-18\|158.57\|-0.88\|158.51\|163.88\|157.38\|86888;2026-05-19\|164.28\|3.60\|157.87\|164.32\|154.00\|104380;2026-05-20\|166.00\|1.05\|161.80\|168.48\|161.57\|129821;2026-05-21\|157.31\|-5.23\|172.41\|174.32\|156.50\|165003;2026-05-22\|160.40\|1.96\|160.98\|161.79\|157.00\|102178;2026-05-25\|164.60\|2.62\|160.00\|166.82\|157.00\|142258;2026-05-26\|159.67\|-3.00\|162.38\|162.66\|156.02\|111724;2026-05-27\|153.62\|-3.79\|162.00\|163.40\|152.01\|122366;2026-05-28\|156.05\|1.58\|154.49\|159.55\|153.70\|114199;2026-05-29\|145.80\|-6.57\|157.50\|160.06\|144.00\|122885;2026-06-01\|144.23\|-1.08\|148.71\|151.60\|144.01\|96113;2026-06-02\|140.09\|-2.87\|145.70\|145.70\|137.66\|98072;2026-06-03\|140.88\|0.56\|139.11\|144.87\|138.52\|98280;2026-06-04\|140.21\|-0.48\|138.78\|142.28\|138.00\|61447;2026-06-05\|136.08\|-2.95\|138.15\|140.88\|135.58\|72873;2026-06-08\|129.88\|-4.56\|130.65\|133.98\|129.02\|76170;2026-06-09\|132.60\|2.09\|132.00\|132.76\|128.60\|71053;2026-06-10\|134.55\|1.47\|131.20\|141.57\|131.20\|110650;2026-06-11\|135.69\|0.85\|133.00\|136.88\|131.30\|85004;2026-06-12\|140.56\|3.59\|139.60\|146.71\|137.01\|155574;2026-06-15\|143.34\|1.98\|141.80\|144.23\|140.40\|92925;2026-06-16\|142.20\|-0.80\|142.05\|143.90\|140.28\|71193;2026-06-17\|143.50\|0.91\|140.15\|143.80\|137.51\|86376;2026-06-18\|146.49\|2.08\|143.00\|148.55\|142.00\|108046;2026-06-22\|144.88\|-1.10\|146.47\|148.68\|141.01\|108721;2026-06-23\|142.09\|-1.93\|143.40\|148.00\|140.80\|88435;2026-06-24\|146.51\|3.11\|141.01\|146.96\|139.00\|105700;2026-06-25\|152.18\|3.87\|145.23\|152.63\|144.70\|144223;2026-06-26\|144.92\|-4.77\|150.00\|150.12\|141.71\|109702;2026-06-29\|146.90\|1.37\|144.93\|148.33\|141.11\|91626;2026-06-30\|154.67\|5.29\|146.60\|154.90\|145.48\|118793;2026-07-01\|152.20\|-1.60\|155.82\|158.63\|150.26\|120495;2026-07-02\|144.49\|-5.07\|148.00\|151.35\|142.85\|96104;2026-07-03\|136.03\|-5.86\|143.63\|145.00\|136.00\|111731;2026-07-06\|140.13\|3.01\|137.20\|143.00\|133.37\|104095;2026-07-07\|140.30\|0.12\|138.50\|145.50\|137.50\|77787;2026-07-08\|140.00\|-0.21\|141.00\|143.79\|136.20\|72191;2026-07-09\|149.91\|7.08\|140.00\|150.36\|136.98\|117958;2026-07-10\|147.10\|-1.87\|149.00\|153.89\|147.03\|115165;2026-07-13\|138.50\|-5.85\|146.03\|149.40\|138.23\|92349;2026-07-14\|133.84\|-3.36\|140.50\|141.00\|127.00\|108204;2026-07-15\|129.00\|-3.62\|133.83\|135.68\|128.04\|66354;2026-07-16\|126.48\|-1.95\|127.36\|132.05\|125.52\|71174;2026-07-17\|114.30\|-9.63\|125.60\|126.20\|113.90\|93363;2026-07-20\|114.11\|-0.17\|115.51\|116.80\|106.61\|80875;2026-07-21\|117.47\|2.94\|114.00\|118.48\|108.00\|87905;2026-07-22\|114.03\|-2.93\|115.00\|117.98\|113.00\|65489;2026-07-23\|110.77\|-2.86\|114.32\|114.61\|110.60\|49338;2026-07-24\|106.92\|-3.48\|109.02\|110.51\|106.92\|47143;2026-07-27\|108.91\|1.86\|107.03\|109.44\|103.90\|51669;2026-07-28\|105.00\|-3.59\|106.10\|108.59\|104.61\|42812;2026-07-29\|104.68\|-0.30\|104.99\|105.98\|100.68\|59364;2026-07-30\|101.85\|-2.70\|103.00\|105.50\|101.01\|51542;2026-07-31\|106.36\|4.43\|107.00\|107.35\|104.41\|67833;2026-08-03\|107.63\|1.19\|105.00\|107.80\|104.51\|41812;2026-08-04\|109.72\|1.94\|108.37\|110.30\|107.74\|40533;2026-08-05\|112.20\|2.26\|109.30\|112.88\|109.02\|51672;2026-08-06\|111.55\|-0.58\|112.22\|113.78\|110.17\|46897;2026-08-07\|112.09\|0.48\|111.90\|112.12\|109.06\|46937;2026-08-10\|111.07\|-0.91\|112.09\|112.23\|109.21\|36905;2026-08-11\|111.05\|-0.02\|110.01\|112.88\|109.30\|39452;2026-08-12\|112.70\|1.49\|111.05\|113.33\|110.70\|36753;2026-08-13\|110.26\|-2.17\|113.26\|114.23\|110.01\|46086;2026-08-14\|110.65\|0.35\|110.92\|111.42\|108.36\|36398;2026-08-17\|113.59\|2.66\|110.23\|113.66\|110.10\|42854;2026-08-18\|113.77\|0.16\|113.49\|114.50\|110.60\|46256;2026-08-19\|106.75\|-6.17\|111.85\|112.18\|106.34\|53366;2026-08-20\|107.00\|0.23\|107.77\|111.54\|106.81\|35357;2026-08-21\|107.38\|0.36\|106.36\|108.45\|105.93\|24050;2026-08-24\|102.73\|-4.33\|107.07\|107.07\|101.50\|45490;2026-08-25\|103.40\|0.65\|101.97\|103.88\|100.70\|26470;2026-08-26\|103.01\|-0.38\|103.18\|104.60\|102.81\|22910;2026-08-27\|107.57\|4.43\|103.52\|107.86\|103.52\|36551;2026-08-28\|106.20\|-1.27\|106.80\|108.52\|106.10\|27082;2026-08-31\|108.00\|1.69\|103.89\|108.00\|103.55\|35369;2026-09-01\|105.80\|-2.04\|107.20\|108.30\|105.55\|24548;2026-09-02\|103.36\|-2.31\|104.21\|105.00\|103.04\|22597;2026-09-03\|103.25\|-0.11\|104.23\|104.45\|102.55\|19270;2026-09-04\|101.90\|-1.31\|103.80\|105.22\|101.42\|29077;2026-09-07\|105.48\|3.51\|102.05\|107.50\|100.14\|61667;2026-09-08\|102.38\|-2.94\|103.80\|104.50\|102.38\|39094;2026-09-09\|101.00\|-1.35\|103.79\|104.29\|100.41\|33213;2026-09-10\|100.20\|-0.79\|99.99\|100.88\|99.08\|22893;2026-09-11\|98.50\|-1.70\|98.98\|99.91\|97.00\|41116
117912	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-05-08\|58.14\|1.95\|56.22\|58.61\|55.38\|308638;2026-05-11\|59.70\|2.68\|59.05\|61.50\|58.39\|375742;2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|590513;2026-07-13\|77.60\|-1.90\|77.91\|80.95\|77.00\|331949;2026-07-14\|75.88\|-2.22\|77.60\|78.58\|72.19\|351298;2026-07-15\|70.17\|-7.53\|77.18\|77.24\|69.60\|321251;2026-07-16\|65.50\|-6.66\|69.00\|70.80\|64.98\|325481;2026-07-17\|62.01\|-5.33\|64.89\|65.88\|61.10\|333485;2026-07-20\|59.53\|-4.00\|63.85\|63.90\|57.20\|344915;2026-07-21\|65.28\|9.66\|60.00\|65.38\|55.00\|437940;2026-07-22\|63.10\|-3.34\|63.35\|66.64\|62.60\|337124;2026-07-23\|61.12\|-3.14\|63.96\|63.96\|60.40\|200106;2026-07-24\|60.40\|-1.18\|59.90\|61.50\|59.39\|184485;2026-07-27\|60.74\|0.56\|60.29\|61.16\|58.00\|188052;2026-07-28\|56.07\|-7.69\|59.50\|60.55\|55.66\|222531;2026-07-29\|56.05\|-0.04\|56.00\|56.82\|53.07\|237947;2026-07-30\|53.79\|-4.03\|55.60\|56.32\|52.54\|231915;2026-07-31\|54.30\|0.95\|57.99\|58.76\|54.23\|285427;2026-08-03\|51.84\|-4.53\|53.57\|54.34\|51.63\|220495;2026-08-04\|54.15\|4.46\|52.82\|55.05\|52.11\|233311;2026-08-05\|58.15\|7.39\|54.12\|59.29\|53.83\|328373;2026-08-06\|58.47\|0.55\|56.60\|59.49\|56.48\|229945;2026-08-07\|61.21\|4.69\|58.49\|61.75\|58.18\|270046;2026-08-10\|60.02\|-1.94\|61.20\|61.70\|58.78\|205358;2026-08-11\|59.72\|-0.50\|59.45\|61.08\|59.25\|144377;2026-08-12\|62.02\|3.85\|59.97\|62.17\|59.52\|201491;2026-08-13\|59.91\|-3.40\|62.68\|62.88\|59.80\|209609;2026-08-14\|60.73\|1.37\|60.85\|61.20\|59.57\|130916;2026-08-17\|63.13\|3.95\|60.97\|63.31\|60.38\|205325;2026-08-18\|65.01\|2.98\|62.96\|65.38\|62.31\|261162;2026-08-19\|61.59\|-5.26\|63.00\|66.21\|61.08\|360604;2026-08-20\|59.39\|-3.57\|62.29\|62.35\|58.80\|282300;2026-08-21\|62.16\|4.66\|59.10\|63.88\|59.01\|280452;2026-08-24\|61.22\|-1.51\|62.50\|63.75\|59.65\|268992;2026-08-25\|58.64\|-4.21\|59.05\|59.86\|56.69\|262572;2026-08-26\|57.80\|-1.43\|59.05\|59.05\|57.52\|160833;2026-08-27\|63.00\|9.00\|58.58\|63.24\|57.86\|313986;2026-08-28\|60.95\|-3.25\|62.44\|63.01\|60.88\|198658;2026-08-31\|61.39\|0.72\|59.50\|61.52\|59.05\|182525;2026-09-01\|58.59\|-4.56\|61.00\|61.35\|58.50\|182036;2026-09-02\|56.92\|-2.85\|57.70\|57.71\|56.70\|135053;2026-09-03\|57.08\|0.28\|57.60\|57.85\|56.54\|128817;2026-09-04\|56.55\|-0.93\|57.60\|59.10\|56.00\|167578;2026-09-07\|57.92\|2.42\|57.50\|58.72\|57.32\|149929;2026-09-08\|56.60\|-2.28\|57.78\|58.25\|56.40\|135453;2026-09-09\|56.28\|-0.57\|56.97\|57.45\|55.99\|98243;2026-09-10\|56.28\|0.00\|55.70\|56.97\|55.43\|78875;2026-09-11\|55.99\|-0.52\|55.50\|55.99\|53.97\|136431
117911	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：模拟芯片龙头业绩持续修复，信号链与电源管理芯片订单饱满，AI服务器电源模块升级催生高压高精度DC/DC芯片需求，国产替代进程加速；涨停缘由：公司深耕模拟芯片领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等5200余款型号；AI服务器对多相VRM、高精度电压监控芯片需求激增；2026年Q1国产模拟芯片市占率达28.5%，同比提升6.2个百分点；资金逻辑：涨停当日主力资金净流入2.6亿元，北向资金单日增持超1200万股，融资余额周增幅达15.8%，显示产业与金融资本双重认可；风险提示：模拟芯片行业周期性较强，消费电子复苏力度尚待验证；公司存货周转天数升至186天，库存压力增大；境外收入占比达63%，地缘政治扰动风险未消除	模拟芯片龙头，深耕信号链与电源管理芯片两大核心领域，产品覆盖运算放大器、数据转换器、DC/DC转换器等32大类5200余款型号	2026-05-08\|88.40\|-1.50\|88.56\|89.08\|87.10\|215346;2026-05-11\|98.40\|11.31\|89.98\|99.99\|89.98\|550699;2026-05-12\|103.38\|5.06\|97.99\|105.33\|95.86\|466704;2026-05-13\|104.71\|1.29\|102.00\|105.21\|101.81\|314662;2026-05-14\|105.74\|0.98\|109.64\|111.97\|105.66\|413756;2026-05-15\|107.90\|2.04\|106.04\|113.90\|105.61\|343608;2026-05-18\|105.35\|-2.36\|105.96\|110.16\|103.61\|253725;2026-05-19\|112.60\|6.88\|106.60\|113.67\|102.10\|315068;2026-05-20\|116.79\|3.72\|112.10\|119.63\|110.15\|317094;2026-05-21\|109.62\|-6.14\|116.00\|117.95\|108.95\|305803;2026-05-22\|111.01\|1.27\|111.00\|112.50\|108.35\|190160;2026-05-25\|118.60\|6.84\|111.22\|122.62\|111.20\|301374;2026-05-26\|116.66\|-1.64\|117.80\|118.30\|111.39\|224098;2026-05-27\|119.39\|2.34\|119.80\|127.77\|117.04\|307333;2026-05-28\|121.50\|1.77\|119.34\|123.80\|116.05\|215039;2026-05-29\|117.77\|-3.07\|123.00\|123.99\|115.01\|220300;2026-06-01\|105.66\|-10.28\|115.92\|115.99\|105.00\|383530;2026-06-02\|106.58\|0.87\|106.00\|109.50\|102.30\|301164;2026-06-03\|109.20\|2.46\|107.00\|112.89\|107.00\|204950;2026-06-04\|113.25\|3.71\|107.41\|115.05\|105.88\|200516;2026-06-05\|107.74\|-4.87\|112.16\|112.50\|106.50\|166599;2026-06-08\|103.17\|-4.24\|102.85\|107.50\|101.76\|159651;2026-06-09\|109.99\|6.61\|105.23\|112.26\|102.91\|209907;2026-06-10\|105.75\|-3.85\|107.72\|108.99\|103.40\|167825;2026-06-11\|105.22\|-0.50\|105.70\|109.56\|103.09\|168508;2026-06-12\|111.44\|5.91\|108.00\|111.44\|105.02\|317806;2026-06-15\|116.83\|4.84\|108.21\|117.95\|106.64\|335739;2026-06-16\|127.50\|9.13\|116.83\|128.89\|115.70\|300863;2026-06-17\|131.55\|3.18\|124.50\|132.96\|124.00\|197341;2026-06-18\|132.77\|0.93\|132.67\|134.80\|129.64\|149074;2026-06-22\|136.81\|3.04\|135.00\|143.00\|133.66\|227147;2026-06-23\|137.16\|0.26\|133.92\|141.50\|132.84\|141322;2026-06-24\|137.48\|0.23\|135.00\|138.50\|130.32\|181184;2026-06-25\|138.28\|0.58\|138.64\|141.00\|134.00\|172956;2026-06-26\|131.55\|-4.87\|139.00\|141.02\|129.00\|200257;2026-06-29\|133.60\|1.56\|131.57\|140.93\|126.03\|214683;2026-06-30\|143.48\|7.40\|133.61\|144.20\|131.49\|225991;2026-07-01\|137.21\|-4.37\|142.77\|149.00\|135.12\|208419;2026-07-02\|142.00\|3.49\|136.06\|151.90\|128.40\|310042;2026-07-03\|139.60\|-1.69\|141.31\|144.40\|135.10\|226032;2026-07-06\|135.97\|-2.60\|140.96\|141.88\|128.13\|206848;2026-07-07\|129.10\|-5.05\|136.00\|136.01\|126.26\|214287;2026-07-08\|129.74\|0.50\|130.00\|133.79\|122.58\|163854;2026-07-09\|134.86\|3.95\|131.99\|135.19\|126.64\|146870;2026-07-10\|124.25\|-7.87\|133.00\|136.30\|124.00\|179742;2026-07-13\|116.26\|-6.43\|122.79\|123.97\|114.40\|213742;2026-07-14\|117.31\|0.90\|117.20\|119.91\|112.76\|154050;2026-07-15\|112.73\|-3.90\|118.00\|119.98\|111.68\|118396;2026-07-16\|107.32\|-4.80\|111.22\|113.50\|105.49\|178701;2026-07-17\|101.00\|-5.89\|107.32\|107.85\|98.83\|202948;2026-07-20\|98.01\|-2.96\|102.97\|105.12\|95.10\|185231;2026-07-21\|110.05\|12.28\|99.31\|110.79\|95.01\|264966;2026-07-22\|106.11\|-3.58\|109.86\|112.50\|105.41\|161423;2026-07-23\|103.86\|-2.12\|106.11\|108.47\|102.00\|130280;2026-07-24\|100.41\|-3.32\|101.40\|103.65\|98.96\|111729;2026-07-27\|98.89\|-1.51\|99.82\|100.93\|94.70\|175105;2026-07-28\|94.99\|-3.94\|95.81\|97.90\|92.38\|165401;2026-07-29\|100.74\|6.05\|96.00\|101.63\|95.09\|277301;2026-07-30\|89.58\|-11.08\|99.88\|99.88\|88.72\|212105;2026-07-31\|95.73\|6.87\|96.20\|101.19\|95.41\|200673;2026-08-03\|94.40\|-1.39\|95.43\|95.75\|92.00\|112168;2026-08-04\|101.56\|7.58\|96.08\|103.01\|94.05\|184782;2026-08-05\|104.02\|2.42\|100.00\|105.00\|98.87\|208109;2026-08-06\|106.24\|2.13\|102.00\|106.50\|100.58\|133548;2026-08-07\|111.68\|5.12\|106.87\|113.30\|106.02\|131702;2026-08-10\|110.27\|-1.26\|115.13\|115.13\|105.28\|161458;2026-08-11\|115.49\|4.73\|110.84\|118.50\|110.50\|193309;2026-08-12\|116.02\|0.46\|114.36\|118.78\|113.58\|106597;2026-08-13\|118.70\|2.31\|118.37\|122.59\|115.10\|156063;2026-08-14\|123.00\|3.62\|119.00\|123.80\|117.00\|198824;2026-08-17\|123.24\|0.20\|122.45\|123.60\|120.00\|148669;2026-08-18\|116.92\|-5.13\|122.22\|122.89\|115.00\|227188;2026-08-19\|106.49\|-8.92\|114.17\|114.80\|105.80\|181900;2026-08-20\|116.58\|9.48\|108.61\|120.00\|108.61\|202035;2026-08-21\|116.60\|0.02\|116.00\|118.12\|114.01\|86111;2026-08-24\|111.13\|-4.69\|116.90\|117.70\|108.66\|102477;2026-08-25\|114.86\|3.36\|110.02\|115.81\|108.36\|103953;2026-08-26\|113.51\|-1.18\|115.36\|116.99\|112.66\|63909;2026-08-27\|116.90\|2.99\|114.74\|117.30\|113.16\|73008;2026-08-28\|114.50\|-2.05\|116.25\|118.49\|114.14\|64850;2026-08-31\|114.00\|-0.44\|112.21\|114.23\|108.60\|143029;2026-09-01\|112.58\|-1.25\|114.88\|116.16\|111.92\|87431;2026-09-02\|110.73\|-1.64\|111.28\|111.73\|108.47\|88635;2026-09-03\|109.76\|-0.88\|112.88\|112.88\|108.80\|49694;2026-09-04\|106.92\|-2.59\|113.36\|115.00\|105.67\|98441;2026-09-07\|110.60\|3.44\|108.84\|112.51\|107.24\|105847;2026-09-08\|107.13\|-3.14\|111.00\|111.49\|106.86\|72788;2026-09-09\|107.75\|0.58\|108.37\|110.49\|107.03\|78389;2026-09-10\|106.69\|-0.98\|107.01\|108.77\|105.48\|87116;2026-09-11\|107.98\|1.21\|105.01\|108.43\|104.22\|115445
117910	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：豪威集团因上半年存储涨价预期延续叠加AI视觉芯片在手机/汽车端加速渗透而涨停；涨停缘由：公司原因： 1、国内少数兼具芯片设计与强大分销能力的平台型企业，覆盖图像传感器、模拟芯片等多品类； 2、AI终端爆发带动高端CIS需求增长，车载摄像头升级推动车规级图像传感器出货提升； 3、存储涨价周期延续，分销业务库存周转与毛利水平同步改善；资金逻辑：资金博弈消费电子与汽车电子交叉赛道，叠加国产替代与AI硬件主题共振，主力资金连续两日净流入；风险提示：分销业务占比高，毛利率易受上游价格波动影响，自研芯片占比仍待提升	国内少数几家同时具有半导体产品研发设计和强大分销能力的企业集团之一	2026-05-08\|99.18\|-1.08\|99.31\|99.60\|98.31\|223177;2026-05-11\|101.38\|2.22\|100.08\|102.08\|99.86\|328006;2026-05-12\|103.31\|1.90\|102.00\|104.40\|100.51\|383570;2026-05-13\|103.51\|0.19\|101.68\|103.90\|99.60\|360494;2026-05-14\|100.50\|-2.91\|104.51\|104.54\|100.50\|303133;2026-05-15\|101.39\|0.89\|100.55\|104.70\|97.80\|416598;2026-05-18\|99.79\|-1.58\|100.90\|102.84\|99.02\|283300;2026-05-19\|102.62\|2.84\|99.80\|102.89\|97.19\|349636;2026-05-20\|101.30\|-1.29\|101.62\|102.20\|100.38\|232206;2026-05-21\|102.66\|1.34\|102.80\|108.43\|101.80\|641408;2026-05-22\|104.25\|1.55\|104.55\|104.60\|100.80\|394822;2026-05-25\|108.94\|4.50\|105.00\|109.09\|103.90\|529473;2026-05-26\|106.07\|-2.63\|108.94\|108.95\|104.34\|434464;2026-05-27\|104.96\|-1.05\|106.94\|108.41\|104.33\|370269;2026-05-28\|101.90\|-2.92\|103.75\|103.75\|100.05\|366533;2026-05-29\|95.00\|-6.77\|101.90\|102.39\|95.00\|374962;2026-06-01\|92.23\|-2.92\|94.88\|94.89\|92.20\|232757;2026-06-02\|92.65\|0.46\|92.02\|93.38\|90.97\|182220;2026-06-03\|100.91\|8.92\|92.42\|101.92\|92.36\|607468;2026-06-04\|98.86\|-1.93\|98.00\|101.90\|96.17\|405537;2026-06-05\|95.39\|-3.51\|97.50\|97.83\|95.35\|244431;2026-06-08\|92.02\|-3.53\|91.50\|93.35\|91.00\|227992;2026-06-09\|93.32\|1.41\|93.39\|93.59\|91.72\|172564;2026-06-10\|90.18\|-3.36\|92.00\|92.58\|89.63\|212469;2026-06-11\|85.17\|-5.56\|89.65\|90.00\|85.08\|280075;2026-06-12\|86.01\|0.99\|86.90\|87.25\|85.34\|214113;2026-06-15\|88.72\|3.15\|86.70\|88.72\|85.57\|188348;2026-06-16\|88.20\|-0.59\|88.00\|89.65\|87.72\|171211;2026-06-17\|90.12\|2.18\|87.64\|91.20\|87.31\|219753;2026-06-18\|89.97\|-0.17\|89.88\|91.36\|89.40\|191103;2026-06-22\|90.56\|0.66\|89.90\|90.88\|87.79\|226020;2026-06-23\|87.70\|-3.16\|89.80\|91.23\|87.51\|214375;2026-06-24\|90.30\|2.96\|86.75\|91.59\|86.38\|252677;2026-06-25\|89.71\|-0.65\|90.61\|92.43\|88.80\|237234;2026-06-26\|86.72\|-3.33\|88.70\|90.50\|86.50\|220992;2026-06-29\|88.30\|1.82\|86.00\|89.00\|84.63\|270557;2026-06-30\|94.85\|7.42\|88.20\|95.00\|87.51\|423416;2026-07-01\|97.11\|2.38\|95.80\|99.50\|94.50\|409150;2026-07-02\|101.27\|4.28\|94.45\|105.98\|92.50\|732519;2026-07-03\|102.30\|1.02\|100.18\|105.20\|98.80\|440216;2026-07-06\|97.00\|-5.18\|103.21\|103.70\|96.88\|349788;2026-07-07\|99.46\|2.54\|96.32\|102.80\|95.50\|346302;2026-07-08\|100.95\|1.50\|99.85\|103.48\|97.01\|341509;2026-07-09\|107.14\|6.13\|102.15\|107.75\|99.44\|474716;2026-07-10\|103.21\|-3.67\|105.94\|109.80\|103.20\|448600;2026-07-13\|102.49\|-0.70\|103.21\|107.53\|101.00\|347832;2026-07-14\|106.15\|3.57\|101.00\|106.52\|98.35\|399286;2026-07-15\|111.12\|4.68\|109.58\|112.30\|105.58\|655992;2026-07-16\|109.85\|-1.14\|108.08\|113.77\|108.00\|455227;2026-07-17\|104.12\|-5.22\|109.03\|112.48\|103.33\|480888;2026-07-20\|101.16\|-2.84\|106.00\|106.99\|97.99\|431610;2026-07-21\|102.42\|1.25\|104.00\|104.00\|98.24\|341276;2026-07-22\|101.98\|-0.43\|101.66\|106.64\|100.60\|304762;2026-07-23\|96.66\|-5.22\|103.50\|103.50\|96.08\|292032;2026-07-24\|96.90\|0.25\|95.30\|99.65\|95.08\|208590;2026-07-27\|95.31\|-1.64\|98.00\|98.58\|92.92\|199163;2026-07-28\|91.80\|-3.68\|93.98\|95.75\|90.63\|199059;2026-07-29\|91.69\|-0.12\|94.46\|94.46\|90.83\|188338;2026-07-30\|88.50\|-3.48\|91.67\|91.68\|86.86\|262063;2026-07-31\|88.70\|0.23\|90.50\|91.87\|88.70\|263396;2026-08-03\|88.22\|-0.54\|87.66\|89.22\|87.02\|161641;2026-08-04\|87.95\|-0.31\|88.68\|88.88\|87.01\|229979;2026-08-05\|90.83\|3.27\|88.80\|91.69\|88.13\|283238;2026-08-06\|89.65\|-1.30\|89.81\|90.25\|88.44\|248381;2026-08-07\|89.76\|0.12\|89.49\|90.15\|88.41\|175050;2026-08-10\|89.14\|-0.69\|90.09\|90.10\|88.08\|165863;2026-08-11\|93.26\|4.62\|89.00\|94.89\|88.68\|410880;2026-08-12\|91.52\|-1.87\|92.71\|93.60\|91.25\|191363;2026-08-13\|90.02\|-1.64\|91.90\|92.51\|90.00\|198887;2026-08-14\|91.08\|1.18\|90.45\|91.12\|89.73\|124974;2026-08-17\|92.14\|1.16\|91.20\|92.17\|90.74\|151553;2026-08-18\|90.54\|-1.74\|91.66\|92.15\|90.02\|182036;2026-08-19\|86.90\|-4.02\|89.05\|89.50\|86.59\|232689;2026-08-20\|85.99\|-1.05\|87.00\|87.35\|85.98\|138599;2026-08-21\|85.82\|-0.20\|85.44\|86.61\|85.01\|105796;2026-08-24\|82.50\|-3.87\|85.83\|85.85\|82.25\|191646;2026-08-25\|85.55\|3.70\|80.90\|85.98\|80.10\|226671;2026-08-26\|84.00\|-1.81\|85.02\|85.45\|83.93\|122142;2026-08-27\|84.54\|0.64\|84.29\|84.94\|83.30\|129072;2026-08-28\|82.00\|-3.00\|84.33\|85.00\|81.76\|197759;2026-08-31\|83.27\|1.55\|81.00\|83.27\|80.71\|110466;2026-09-01\|82.85\|-0.50\|82.77\|83.38\|82.58\|71860;2026-09-02\|80.61\|-2.70\|82.18\|82.39\|80.38\|131579;2026-09-03\|79.30\|-1.63\|81.01\|81.25\|78.70\|142104;2026-09-04\|80.25\|1.20\|79.89\|82.25\|79.85\|185333;2026-09-07\|81.08\|1.03\|81.00\|81.74\|79.80\|181091;2026-09-08\|80.47\|-0.75\|81.00\|81.70\|79.39\|166152;2026-09-09\|80.01\|-0.57\|80.22\|80.87\|79.70\|120539;2026-09-10\|78.93\|-1.35\|79.50\|79.67\|78.85\|91541;2026-09-11\|76.88\|-2.60\|78.28\|78.28\|76.10\|191097
117909	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：MPCVD法XJL200A设备良率达92%，为黄河旋风等头部企业供货，同时马斯克团队调研印证其在光伏及先进制造设备领域的战略地位；涨停缘由：培育钻石终端消费回暖带动上游设备扩产；光伏N型技术迭代催生设备更新需求；马斯克调研事件强化产业认可度；资金逻辑：资金聚焦高端装备+硬科技主线，设备类标的获产业资本与主题资金双重加持；风险提示：培育钻石价格波动影响客户资本开支意愿，光伏设备行业招标节奏存在季度性波动	公司凭借独特的“装备+材料”双轮驱动模式，实现8英寸碳化硅衬底的规模化量产与海外布局（马来西亚工厂），并在全球范围内率先建成12英寸碳化硅衬底加工中试线，确立了在第三代半导体大尺寸领域的技术领跑地位	2026-05-08\|45.98\|-0.28\|45.99\|46.42\|45.12\|286795;2026-05-11\|47.69\|3.72\|46.21\|48.38\|46.11\|405475;2026-05-12\|47.89\|0.42\|48.80\|49.05\|47.28\|382142;2026-05-13\|53.99\|12.74\|47.70\|54.94\|47.50\|813115;2026-05-14\|54.90\|1.69\|54.54\|57.05\|54.22\|812127;2026-05-15\|52.80\|-3.83\|54.57\|55.29\|51.28\|637078;2026-05-18\|51.24\|-2.95\|51.85\|54.18\|50.83\|432523;2026-05-19\|52.11\|1.70\|50.80\|52.40\|49.58\|355498;2026-05-20\|56.85\|9.10\|51.89\|57.58\|51.51\|654656;2026-05-21\|52.41\|-7.57\|57.00\|57.26\|52.13\|486506;2026-05-22\|55.09\|5.11\|54.91\|56.80\|54.17\|495968;2026-05-25\|56.40\|2.38\|55.50\|56.65\|53.00\|466038;2026-05-26\|53.80\|-4.61\|54.55\|57.68\|52.80\|549700;2026-05-27\|54.00\|0.37\|53.80\|56.92\|53.70\|432862;2026-05-28\|54.89\|1.65\|53.00\|55.55\|51.05\|424724;2026-05-29\|50.82\|-7.41\|55.22\|56.00\|50.37\|388145;2026-06-01\|47.65\|-6.24\|51.39\|52.42\|47.59\|402932;2026-06-02\|47.00\|-1.36\|47.98\|48.38\|45.79\|291673;2026-06-03\|48.41\|3.00\|48.01\|50.45\|47.68\|339341;2026-06-04\|49.01\|1.24\|47.80\|49.46\|46.88\|254668;2026-06-05\|48.89\|-0.24\|48.48\|50.22\|46.23\|379022;2026-06-08\|45.76\|-6.40\|47.00\|48.72\|45.71\|306467;2026-06-09\|53.15\|16.15\|46.46\|53.26\|46.14\|501643;2026-06-10\|49.26\|-7.32\|51.13\|51.25\|48.11\|417911;2026-06-11\|48.23\|-2.09\|48.91\|49.34\|47.11\|231112;2026-06-12\|47.08\|-2.38\|50.10\|51.95\|46.21\|425367;2026-06-15\|52.15\|10.77\|47.15\|52.75\|46.40\|509324;2026-06-16\|51.69\|-0.88\|52.24\|52.88\|51.10\|326284;2026-06-17\|51.87\|0.35\|50.91\|52.15\|50.11\|351533;2026-06-18\|53.89\|3.89\|51.52\|55.65\|51.30\|481091;2026-06-22\|57.30\|6.33\|56.00\|58.66\|54.90\|562881;2026-06-23\|55.80\|-2.62\|56.40\|57.08\|53.83\|378328;2026-06-24\|57.06\|2.26\|54.81\|57.51\|53.23\|401412;2026-06-25\|56.48\|-1.02\|57.40\|57.85\|55.50\|384909;2026-06-26\|58.37\|3.35\|55.91\|59.27\|55.47\|522737;2026-06-29\|56.20\|-3.72\|59.20\|61.24\|53.37\|556655;2026-06-30\|60.40\|7.47\|57.21\|60.97\|56.92\|542618;2026-07-01\|60.51\|0.18\|60.79\|63.88\|59.99\|511986;2026-07-02\|53.80\|-11.09\|58.26\|58.30\|53.70\|501288;2026-07-03\|51.08\|-5.06\|54.27\|54.47\|50.41\|428661;2026-07-06\|48.20\|-5.64\|51.99\|52.29\|47.53\|371687;2026-07-07\|50.05\|3.84\|48.12\|51.10\|47.28\|329429;2026-07-08\|47.20\|-5.69\|49.90\|50.90\|45.72\|291758;2026-07-09\|49.50\|4.87\|48.09\|49.79\|46.66\|232720;2026-07-10\|47.28\|-4.48\|49.88\|51.10\|47.02\|297150;2026-07-13\|42.94\|-9.18\|46.88\|47.00\|42.71\|283937;2026-07-14\|42.87\|-0.16\|43.08\|43.60\|40.80\|239337;2026-07-15\|40.70\|-5.06\|43.22\|43.40\|40.00\|209722;2026-07-16\|38.73\|-4.84\|40.10\|40.83\|38.37\|211089;2026-07-17\|37.45\|-3.30\|38.72\|38.79\|36.06\|269144;2026-07-20\|36.39\|-2.83\|37.93\|38.51\|35.50\|286633;2026-07-21\|38.51\|5.83\|36.44\|38.70\|35.52\|294002;2026-07-22\|39.76\|3.25\|38.10\|40.38\|38.01\|300767;2026-07-23\|39.12\|-1.61\|39.89\|39.95\|38.55\|162340;2026-07-24\|39.01\|-0.28\|38.67\|39.44\|38.44\|154636;2026-07-27\|39.96\|2.44\|38.83\|40.20\|38.65\|139102;2026-07-28\|38.46\|-3.75\|39.30\|39.77\|38.00\|138740;2026-07-29\|38.43\|-0.08\|38.65\|38.80\|36.57\|173810;2026-07-30\|37.39\|-2.71\|38.01\|38.69\|36.84\|192001;2026-07-31\|38.60\|3.24\|39.04\|39.85\|38.26\|170375;2026-08-03\|39.05\|1.17\|38.60\|39.39\|37.91\|110133;2026-08-04\|40.00\|2.43\|39.11\|40.33\|38.77\|132792;2026-08-05\|41.37\|3.42\|40.00\|41.59\|39.80\|171224;2026-08-06\|40.75\|-1.50\|40.62\|41.46\|40.40\|157533;2026-08-07\|41.80\|2.58\|40.98\|41.99\|40.70\|146943;2026-08-10\|41.66\|-0.33\|42.00\|42.39\|40.80\|117632;2026-08-11\|42.47\|1.94\|41.40\|43.19\|41.20\|182679;2026-08-12\|43.62\|2.71\|42.47\|43.84\|42.30\|112212;2026-08-13\|42.74\|-2.02\|43.98\|44.50\|42.70\|113890;2026-08-14\|43.49\|1.75\|43.18\|43.57\|42.56\|87460;2026-08-17\|45.36\|4.30\|43.57\|45.45\|43.49\|129658;2026-08-18\|46.15\|1.74\|45.36\|46.40\|45.20\|148901;2026-08-19\|43.83\|-5.03\|45.67\|46.00\|43.50\|190921;2026-08-20\|42.12\|-3.90\|44.20\|44.50\|41.56\|174489;2026-08-21\|42.53\|0.97\|41.79\|42.81\|41.15\|116140;2026-08-24\|42.99\|1.08\|42.81\|43.39\|42.07\|143283;2026-08-25\|43.35\|0.84\|42.74\|43.60\|41.84\|133428;2026-08-26\|43.47\|0.28\|43.45\|43.99\|43.06\|82051;2026-08-27\|45.18\|3.93\|43.36\|45.20\|43.21\|118894;2026-08-28\|43.65\|-3.39\|45.07\|45.64\|43.63\|88926;2026-08-31\|43.20\|-1.03\|43.00\|43.20\|42.15\|86760;2026-09-01\|42.54\|-1.53\|42.91\|43.28\|41.58\|103699;2026-09-02\|43.03\|1.15\|42.03\|43.92\|41.91\|116596;2026-09-03\|42.65\|-0.88\|43.46\|43.60\|42.33\|72955;2026-09-04\|41.79\|-2.02\|42.75\|43.14\|41.42\|105835;2026-09-07\|41.25\|-1.29\|42.42\|42.42\|41.12\|71526;2026-09-08\|40.24\|-2.45\|41.18\|41.63\|39.95\|100922;2026-09-09\|40.33\|0.22\|40.42\|41.07\|40.05\|62312;2026-09-10\|40.08\|-0.62\|39.83\|40.65\|39.68\|50732;2026-09-11\|40.03\|-0.12\|40.01\|40.24\|38.50\|86191
117908	美团发布基于国产算力训练的万亿参数大模型	一季报大增+AI芯片+算力需求 1、据2026年4月30日一季报，公司一季度营收28.85亿元、同比增长159.56%，归母净利润10.13亿元、同比增长185.04%，主因人工智能算力需求攀升带动产品放量。 2、据2026年3月13日年报，公司云端、边缘及IP授权三大产品线已规模部署于大模型算法企业、服务器厂商及云计算、金融、电信等行业，2025年营收64.97亿元、同比增长453%，实现全年扭亏。 3、据2026年4月29日公告，公司拟每10股派15元并转增4.9股，股权登记日为5月7日，高分红及股本扩张提升市场关注。	国内AI芯片龙头；行业人士称字节跳动正在与天数智芯讨论采购至少5万颗AI芯片，主要用于推理工作，华为、寒武纪也是字节跳动的供应商，但公司否认向互联网厂商大量供货	2026-05-08\|1182.53\|-5.60\|1217.03\|1220.00\|1158.01\|191024;2026-05-11\|1200.00\|1.48\|1201.00\|1205.99\|1158.03\|231722;2026-05-12\|1277.87\|6.49\|1199.99\|1293.33\|1189.81\|209581;2026-05-13\|1316.88\|3.05\|1239.00\|1316.88\|1236.00\|158778;2026-05-14\|1260.58\|-4.28\|1320.00\|1350.00\|1232.32\|181139;2026-05-15\|1209.00\|-4.09\|1234.88\|1276.89\|1195.88\|161750;2026-05-18\|1216.99\|0.66\|1200.00\|1260.00\|1183.04\|125056;2026-05-19\|1319.20\|8.40\|1216.89\|1326.00\|1175.00\|186352;2026-05-20\|1362.41\|3.28\|1300.00\|1396.00\|1291.99\|183743;2026-05-21\|1290.90\|-5.25\|1370.04\|1386.00\|1285.00\|153395;2026-05-22\|1286.00\|-0.38\|1300.50\|1319.99\|1270.43\|112240;2026-05-25\|1406.50\|9.37\|1321.01\|1435.00\|1321.01\|173384;2026-05-26\|1410.96\|0.32\|1383.01\|1448.01\|1375.00\|153975;2026-05-27\|1340.00\|-5.03\|1385.00\|1412.99\|1334.00\|138029;2026-05-28\|1391.50\|3.84\|1361.00\|1404.99\|1349.01\|126717;2026-05-29\|1310.00\|-5.86\|1400.00\|1414.00\|1295.00\|145030;2026-06-01\|1238.00\|-5.50\|1326.00\|1326.00\|1238.00\|134896;2026-06-02\|1300.00\|5.01\|1246.00\|1319.58\|1245.00\|124339;2026-06-03\|1378.10\|6.01\|1292.30\|1428.01\|1291.00\|165598;2026-06-04\|1358.90\|-1.39\|1365.00\|1400.00\|1347.00\|88416;2026-06-05\|1299.20\|-4.39\|1342.00\|1407.77\|1287.34\|116355;2026-06-08\|1250.36\|-3.76\|1239.30\|1298.88\|1230.08\|114171;2026-06-09\|1270.01\|1.57\|1279.00\|1285.80\|1239.02\|106732;2026-06-10\|1231.00\|-3.07\|1300.00\|1349.90\|1224.17\|138327;2026-06-11\|1219.50\|-0.93\|1221.96\|1255.00\|1199.00\|111820;2026-06-12\|1240.00\|1.68\|1258.00\|1260.00\|1202.00\|149766;2026-06-15\|1335.00\|7.66\|1253.00\|1345.99\|1238.88\|154373;2026-06-16\|1306.99\|-2.10\|1335.50\|1335.91\|1297.79\|99672;2026-06-17\|1320.00\|1.00\|1290.40\|1329.87\|1271.10\|133226;2026-06-18\|1507.46\|14.20\|1319.72\|1540.00\|1313.20\|221694;2026-06-22\|1456.99\|-3.35\|1480.00\|1494.94\|1420.00\|150357;2026-06-23\|1413.00\|-3.02\|1453.00\|1506.00\|1394.84\|138376;2026-06-24\|1453.00\|2.83\|1402.00\|1468.88\|1378.00\|140656;2026-06-25\|1505.00\|3.58\|1460.00\|1536.25\|1436.00\|159822;2026-06-26\|1458.00\|-3.12\|1482.00\|1518.98\|1415.00\|124352;2026-06-29\|1482.00\|1.65\|1462.33\|1541.94\|1420.00\|151178;2026-06-30\|1595.55\|7.66\|1488.41\|1620.00\|1488.37\|162216;2026-07-01\|1485.33\|-6.91\|1560.00\|1588.97\|1470.01\|125802;2026-07-02\|1372.00\|-7.63\|1410.00\|1448.66\|1348.00\|140564;2026-07-03\|1353.00\|-1.38\|1344.14\|1412.00\|1340.00\|101922;2026-07-06\|1369.75\|1.24\|1383.00\|1389.86\|1291.00\|103684;2026-07-07\|1388.00\|1.33\|1355.00\|1439.98\|1346.06\|118753;2026-07-08\|1413.55\|1.84\|1423.00\|1479.31\|1400.01\|117177;2026-07-09\|1535.01\|8.59\|1442.70\|1548.00\|1393.00\|165449;2026-07-10\|1400.00\|-8.80\|1542.98\|1569.97\|1400.00\|131950;2026-07-13\|1390.00\|-0.71\|1421.40\|1504.96\|1363.00\|164764;2026-07-14\|1411.00\|1.51\|1410.00\|1425.98\|1315.00\|136598;2026-07-15\|1347.46\|-4.50\|1420.00\|1425.00\|1334.00\|94702;2026-07-16\|1279.22\|-5.06\|1305.90\|1357.77\|1261.00\|132087;2026-07-17\|1190.58\|-6.93\|1268.00\|1278.00\|1156.00\|166501;2026-07-20\|1209.00\|1.55\|1240.00\|1278.53\|1167.00\|161400;2026-07-21\|1350.02\|11.66\|1260.00\|1357.46\|1208.00\|171844;2026-07-22\|1310.00\|-2.96\|1320.66\|1382.80\|1285.00\|132757;2026-07-23\|1249.00\|-4.66\|1336.00\|1336.00\|1233.00\|108612;2026-07-24\|1225.00\|-1.92\|1235.98\|1265.00\|1210.00\|85864;2026-07-27\|1241.02\|1.31\|1239.00\|1248.00\|1180.00\|84936;2026-07-28\|1128.00\|-9.11\|1202.61\|1226.00\|1091.00\|144422;2026-07-29\|1146.90\|1.68\|1153.00\|1166.66\|1071.91\|142465;2026-07-30\|1042.43\|-9.11\|1115.00\|1136.00\|1010.83\|188604;2026-07-31\|1106.00\|6.10\|1139.50\|1179.50\|1101.58\|162674;2026-08-03\|1028.00\|-7.05\|1100.00\|1105.00\|1015.00\|139771;2026-08-04\|1078.21\|4.88\|1041.00\|1097.87\|1019.00\|176299;2026-08-05\|1136.90\|5.44\|1088.00\|1161.94\|1080.01\|181931;2026-08-06\|1168.15\|2.75\|1103.00\|1185.00\|1095.00\|124785;2026-08-07\|1199.93\|2.72\|1168.15\|1210.00\|1145.02\|159489;2026-08-10\|1124.00\|-6.33\|1163.00\|1213.00\|1110.01\|207110;2026-08-11\|1090.64\|-2.97\|1100.00\|1123.99\|1070.00\|134160;2026-08-12\|1105.38\|1.35\|1095.98\|1134.55\|1092.00\|103077;2026-08-13\|1105.50\|0.01\|1130.00\|1170.00\|1100.55\|129918;2026-08-14\|1093.00\|-1.13\|1119.99\|1123.30\|1072.50\|101317;2026-08-17\|1156.00\|5.76\|1096.00\|1156.68\|1085.70\|139992;2026-08-18\|1162.50\|0.56\|1150.00\|1170.00\|1134.12\|108832;2026-08-19\|1050.49\|-9.64\|1130.56\|1138.00\|1038.39\|157464;2026-08-20\|1010.88\|-3.77\|1060.02\|1068.90\|995.00\|148554;2026-08-21\|1035.00\|2.39\|999.98\|1061.47\|996.00\|120333;2026-08-24\|969.05\|-6.37\|1035.00\|1039.00\|950.00\|172806;2026-08-25\|1010.48\|4.28\|970.00\|1029.24\|953.00\|125720;2026-08-26\|1020.00\|0.94\|1005.00\|1036.85\|1001.12\|97283;2026-08-27\|1048.00\|2.75\|1045.50\|1055.00\|1033.18\|91384;2026-08-28\|1046.63\|-0.13\|1050.00\|1090.71\|1042.01\|108604;2026-08-31\|1112.18\|6.26\|1015.50\|1115.00\|1015.00\|121956;2026-09-01\|1109.00\|-0.29\|1112.18\|1140.96\|1100.00\|95979;2026-09-02\|1108.00\|-0.09\|1087.81\|1130.00\|1084.90\|77132;2026-09-03\|1099.99\|-0.72\|1126.00\|1129.86\|1085.00\|65099;2026-09-04\|1072.00\|-2.54\|1115.00\|1120.00\|1063.41\|82828;2026-09-07\|1092.38\|1.90\|1077.75\|1104.99\|1050.00\|102029;2026-09-08\|1058.99\|-3.06\|1093.00\|1100.50\|1050.56\|86295;2026-09-09\|1054.96\|-0.38\|1067.00\|1070.19\|1045.99\|65453;2026-09-10\|1043.84\|-1.05\|1049.00\|1058.90\|1031.13\|56790;2026-09-11\|1040.00\|-0.37\|1020.99\|1047.33\|1006.00\|107648
117907	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：艾为电子因美团发布万亿参数国产算力大模型催化AI终端硬件需求，公司压电微泵液冷驱动方案精准匹配高算力手机、PC及AI眼镜散热需求；涨停缘由：美团基于国产算力训练万亿参数大模型，加速AI终端渗透；公司新一代压电微泵液冷方案具备超低功耗、超小体积、超静音特性；产品已导入多家AI终端客户，有望随AI设备放量而增长；资金逻辑：国产芯片板块受大模型落地驱动整体走强，艾为电子作为AI终端关键器件供应商获资金提前布局；风险提示：压电微泵方案尚处导入初期，大规模商用存在不确定性；消费电子需求复苏力度仍待验证	1、公司是国内领先的集成电路设计企业，专注于高性能混合信号、电源管理、信号链等 IC 设计，产品包括音频功放芯片、电源管理芯片、射频前端芯片等； 2、公司发布新一代压电微泵液冷主动散热驱动方案，凭借超低功耗、超小体积、超静音特性，精准满足高算力手机、PC及AI眼镜等AI终端设备的散热需求	2026-05-08\|70.99\|0.01\|70.28\|71.30\|69.75\|33357;2026-05-11\|72.73\|2.45\|71.33\|73.35\|71.30\|45434;2026-05-12\|71.93\|-1.10\|72.55\|72.95\|71.00\|30316;2026-05-13\|73.24\|1.82\|71.14\|73.33\|70.00\|45440;2026-05-14\|73.58\|0.46\|73.50\|75.22\|73.21\|62125;2026-05-15\|73.00\|-0.79\|73.58\|75.60\|72.27\|59430;2026-05-18\|72.85\|-0.21\|72.68\|74.00\|71.76\|38708;2026-05-19\|74.54\|2.32\|72.68\|74.54\|70.90\|50357;2026-05-20\|75.35\|1.09\|73.90\|75.38\|73.70\|55110;2026-05-21\|70.82\|-6.01\|76.29\|76.58\|70.68\|65509;2026-05-22\|73.18\|3.96\|70.84\|73.48\|70.84\|44006;2026-05-25\|78.45\|7.20\|73.35\|79.23\|72.27\|84346;2026-05-26\|76.64\|-2.31\|79.60\|79.60\|75.33\|68331;2026-05-27\|78.00\|1.77\|77.41\|81.80\|76.99\|99339;2026-05-28\|80.20\|2.82\|77.95\|81.45\|76.57\|90755;2026-05-29\|74.22\|-7.46\|79.76\|79.99\|73.45\|86654;2026-06-01\|74.92\|0.94\|74.75\|76.92\|73.96\|59656;2026-06-02\|73.15\|-2.36\|74.12\|74.79\|71.25\|47808;2026-06-03\|73.10\|-0.07\|73.78\|74.73\|71.80\|56682;2026-06-04\|70.99\|-2.89\|72.03\|73.49\|70.67\|45528;2026-06-05\|69.49\|-2.11\|70.02\|71.40\|67.58\|51066;2026-06-08\|66.22\|-4.71\|66.20\|67.58\|64.14\|55435;2026-06-09\|67.82\|2.42\|66.96\|68.29\|65.91\|31953;2026-06-10\|66.00\|-2.68\|66.85\|67.70\|65.10\|29001;2026-06-11\|64.28\|-2.61\|65.47\|67.15\|63.79\|34208;2026-06-12\|64.40\|0.19\|65.75\|67.25\|64.25\|36482;2026-06-15\|67.97\|5.54\|65.30\|68.17\|64.77\|34509;2026-06-16\|70.53\|3.77\|68.13\|70.81\|67.98\|35592;2026-06-17\|71.46\|1.32\|69.61\|71.93\|69.44\|37007;2026-06-18\|71.03\|-0.60\|71.09\|72.09\|70.74\|31963;2026-06-22\|69.29\|-2.45\|71.08\|71.60\|67.50\|43266;2026-06-23\|69.55\|0.38\|68.92\|71.78\|67.82\|44930;2026-06-24\|71.00\|2.08\|69.29\|71.49\|68.30\|43269;2026-06-25\|70.56\|-0.62\|71.30\|71.64\|69.16\|43291;2026-06-26\|67.44\|-4.42\|69.20\|70.35\|66.52\|45411;2026-06-29\|66.70\|-1.10\|67.28\|68.68\|63.33\|54044;2026-06-30\|73.32\|9.93\|67.27\|73.90\|66.52\|69627;2026-07-01\|74.48\|1.58\|73.50\|76.43\|72.72\|67182;2026-07-02\|72.06\|-3.25\|72.00\|75.50\|70.86\|54120;2026-07-03\|70.32\|-2.41\|71.88\|72.70\|70.06\|46493;2026-07-06\|69.60\|-1.02\|70.39\|70.95\|66.12\|50140;2026-07-07\|69.55\|-0.07\|69.00\|71.48\|68.11\|38524;2026-07-08\|70.45\|1.29\|69.66\|71.24\|66.85\|42891;2026-07-09\|72.50\|2.91\|70.37\|72.50\|68.37\|53373;2026-07-10\|69.00\|-4.83\|72.49\|73.64\|69.00\|58794;2026-07-13\|65.10\|-5.65\|67.39\|70.49\|64.88\|52991;2026-07-14\|63.50\|-2.46\|65.10\|65.97\|60.40\|53288;2026-07-15\|63.45\|-0.08\|63.79\|66.78\|62.81\|39880;2026-07-16\|67.04\|5.66\|63.38\|73.60\|63.05\|79758;2026-07-17\|61.60\|-8.11\|66.22\|69.27\|61.35\|67165;2026-07-20\|57.61\|-6.48\|61.60\|62.60\|56.43\|56330;2026-07-21\|59.78\|3.77\|57.57\|59.96\|55.80\|40549;2026-07-22\|58.87\|-1.52\|59.52\|60.50\|58.02\|38771;2026-07-23\|56.95\|-3.26\|58.87\|59.00\|56.48\|27450;2026-07-24\|54.40\|-4.48\|56.03\|56.89\|54.40\|34514;2026-07-27\|55.23\|1.53\|54.01\|55.45\|53.22\|21912;2026-07-28\|52.80\|-4.40\|54.23\|54.93\|52.49\|28473;2026-07-29\|53.91\|2.10\|52.61\|54.94\|52.16\|30838;2026-07-30\|52.51\|-2.60\|53.50\|54.00\|52.01\|25002;2026-07-31\|53.71\|2.29\|55.02\|55.25\|53.71\|27867;2026-08-03\|53.92\|0.39\|53.58\|54.28\|53.08\|17304;2026-08-04\|55.53\|2.99\|54.13\|55.56\|53.70\|26129;2026-08-05\|56.49\|1.73\|55.01\|56.67\|55.01\|31130;2026-08-06\|55.83\|-1.17\|55.78\|56.16\|55.08\|23257;2026-08-07\|56.22\|0.70\|55.77\|56.28\|54.39\|32041;2026-08-10\|55.22\|-1.78\|56.42\|56.59\|54.90\|26636;2026-08-11\|55.22\|0.00\|55.01\|56.06\|54.57\|25003;2026-08-12\|55.55\|0.60\|55.18\|55.84\|54.90\|17343;2026-08-13\|54.38\|-2.11\|55.89\|56.16\|54.38\|27112;2026-08-14\|55.38\|1.84\|54.83\|56.00\|54.23\|28479;2026-08-17\|56.98\|2.89\|55.07\|58.20\|55.06\|39982;2026-08-18\|56.09\|-1.56\|56.99\|57.12\|55.36\|27384;2026-08-19\|53.14\|-5.26\|55.10\|55.48\|53.04\|30130;2026-08-20\|53.99\|1.60\|53.63\|55.44\|52.88\|30839;2026-08-21\|54.05\|0.11\|54.00\|55.00\|53.41\|21113;2026-08-24\|52.58\|-2.72\|54.06\|54.28\|52.07\|22747;2026-08-25\|54.91\|4.43\|52.01\|55.95\|51.30\|33557;2026-08-26\|54.05\|-1.57\|54.90\|55.17\|53.83\|19057;2026-08-27\|61.93\|14.58\|53.88\|64.44\|53.83\|104588;2026-08-28\|62.51\|0.94\|61.00\|64.88\|60.00\|76844;2026-08-31\|68.10\|8.94\|62.00\|68.66\|60.00\|106017;2026-09-01\|65.00\|-4.55\|67.19\|67.19\|64.85\|54981;2026-09-02\|65.60\|0.92\|64.68\|66.30\|64.20\|43138;2026-09-03\|65.12\|-0.73\|65.60\|66.10\|63.75\|35626;2026-09-04\|63.58\|-2.36\|65.94\|66.00\|63.00\|28745;2026-09-07\|62.35\|-1.93\|63.97\|64.63\|61.95\|43158;2026-09-08\|59.58\|-4.44\|62.25\|62.25\|59.30\|47757;2026-09-09\|58.43\|-1.93\|59.69\|63.70\|57.60\|60484;2026-09-10\|55.06\|-5.77\|58.87\|58.87\|55.00\|44398;2026-09-11\|54.06\|-1.82\|54.70\|54.75\|52.07\|55910
117906	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：苹果拟采购长鑫内存带动国产芯片上游检测设备关注度提升；涨停缘由：公司靶材专用自动化检测系统面向半导体靶材母材金属质量检测，属半导体材料端关键检测环节，受益于国产靶材厂商扩产及验证提速；资金逻辑：6月29日随国产芯片板块集体走强，资金博弈中小市值设备标的，换手率显著放大，游资接力拉升；风险提示：主业非纯半导体设备，下游应用分散，业绩弹性弱于前道设备厂商，估值缺乏足够支撑	1、公司的靶材专用自动化检测系统主要面向半导体靶材母材金属的质量检测； 2、公司相控阵超声水浸自动检测系统可用于汽车零部件、航空航天零部件、精密部件等的水浸检测	2026-05-08\|73.27\|-0.42\|73.89\|73.99\|72.31\|5788;2026-05-11\|74.65\|1.88\|72.57\|75.18\|72.29\|9276;2026-05-12\|73.15\|-2.01\|74.60\|74.62\|72.69\|6781;2026-05-13\|72.00\|-1.57\|73.20\|73.60\|71.46\|9047;2026-05-14\|72.70\|0.97\|72.00\|76.25\|71.63\|14743;2026-05-15\|72.84\|0.19\|73.04\|74.83\|71.60\|10289;2026-05-18\|70.31\|-3.47\|72.72\|72.90\|70.01\|12609;2026-05-19\|70.58\|0.38\|70.32\|70.91\|69.70\|7087;2026-05-20\|71.26\|0.96\|70.91\|72.10\|70.30\|6575;2026-05-21\|69.14\|-2.98\|71.60\|73.45\|69.03\|9351;2026-05-22\|70.29\|1.66\|69.79\|71.51\|68.74\|9231;2026-05-25\|70.60\|0.44\|70.55\|71.40\|69.38\|8109;2026-05-26\|70.16\|-0.62\|70.31\|72.41\|68.86\|14757;2026-05-27\|68.00\|-3.08\|70.16\|70.28\|67.62\|12954;2026-05-28\|71.06\|4.50\|68.00\|72.15\|66.56\|15703;2026-05-29\|68.06\|-4.22\|71.34\|71.48\|67.80\|9737;2026-06-01\|66.10\|-2.88\|67.21\|68.74\|65.91\|9699;2026-06-02\|68.68\|3.90\|66.50\|72.61\|65.58\|23361;2026-06-03\|70.49\|2.64\|67.87\|74.58\|67.69\|27086;2026-06-04\|80.75\|14.56\|69.81\|82.30\|69.50\|42946;2026-06-05\|91.75\|13.62\|80.00\|92.00\|78.43\|47548;2026-06-08\|90.11\|-1.79\|85.89\|93.44\|85.00\|38823;2026-06-09\|86.81\|-3.66\|91.28\|91.65\|84.06\|28993;2026-06-10\|86.70\|-0.13\|84.40\|90.00\|84.17\|24048;2026-06-11\|89.32\|3.02\|85.63\|90.68\|83.00\|32382;2026-06-12\|88.88\|-0.49\|90.98\|92.00\|86.00\|32970;2026-06-15\|93.33\|5.01\|88.92\|94.96\|88.11\|35660;2026-06-16\|92.15\|-1.26\|92.58\|93.50\|89.10\|27514;2026-06-17\|92.88\|0.79\|91.00\|93.50\|89.20\|19665;2026-06-18\|94.99\|2.27\|94.08\|96.80\|90.66\|30605;2026-06-22\|93.99\|-1.05\|94.25\|97.00\|86.04\|36124;2026-06-23\|95.04\|1.12\|91.92\|99.55\|90.81\|28263;2026-06-24\|94.50\|-0.57\|94.04\|98.96\|91.10\|18347;2026-06-25\|63.93\|-1.80\|64.24\|66.10\|62.11\|30447;2026-06-26\|62.00\|-3.02\|63.62\|63.62\|59.08\|34621;2026-06-29\|74.40\|20.00\|61.81\|74.40\|61.21\|61002;2026-06-30\|81.90\|10.08\|78.36\|85.00\|75.80\|76373;2026-07-01\|85.34\|4.20\|83.12\|88.40\|80.75\|51991;2026-07-02\|73.80\|-13.52\|82.91\|85.99\|73.33\|64193;2026-07-03\|77.83\|5.46\|75.28\|79.25\|73.30\|47152;2026-07-06\|77.42\|-0.53\|78.00\|84.95\|76.78\|36518;2026-07-07\|70.78\|-8.58\|77.42\|77.53\|69.73\|30330;2026-07-08\|72.00\|1.72\|72.04\|74.59\|68.60\|27502;2026-07-09\|73.18\|1.64\|72.40\|76.86\|69.58\|27055;2026-07-10\|72.23\|-1.30\|74.64\|75.06\|71.20\|23629;2026-07-13\|64.98\|-10.04\|70.40\|71.20\|64.30\|30976;2026-07-14\|64.22\|-1.17\|64.91\|65.40\|61.56\|20203;2026-07-15\|62.41\|-2.82\|64.23\|64.81\|61.87\|14435;2026-07-16\|58.98\|-5.50\|61.94\|63.64\|58.22\|20889;2026-07-17\|52.41\|-11.14\|58.97\|59.00\|51.98\|27810;2026-07-20\|46.62\|-11.05\|53.35\|54.02\|45.81\|31456;2026-07-21\|48.87\|4.83\|47.09\|49.38\|41.88\|31635;2026-07-22\|46.53\|-4.79\|49.18\|49.77\|46.11\|18425;2026-07-23\|45.85\|-1.46\|46.52\|48.49\|45.28\|13888;2026-07-24\|45.31\|-1.18\|45.10\|47.43\|44.60\|15874;2026-07-27\|46.30\|2.18\|45.50\|46.57\|44.37\|12027;2026-07-28\|44.31\|-4.30\|46.12\|47.12\|44.02\|14817;2026-07-29\|44.30\|-0.02\|45.22\|45.85\|42.04\|22405;2026-07-30\|40.52\|-8.53\|44.20\|45.50\|40.00\|27243;2026-07-31\|45.08\|11.25\|42.53\|47.18\|42.53\|29979;2026-08-03\|44.50\|-1.29\|45.72\|46.00\|43.86\|17767;2026-08-04\|45.84\|3.01\|45.00\|46.77\|44.31\|16734;2026-08-05\|47.79\|4.25\|46.21\|48.42\|45.98\|17008;2026-08-06\|50.52\|5.71\|47.43\|50.65\|47.32\|18513;2026-08-07\|51.73\|2.40\|50.49\|51.85\|48.88\|16552;2026-08-10\|53.15\|2.75\|51.73\|53.54\|50.66\|22645;2026-08-11\|52.55\|-1.13\|53.00\|54.01\|52.30\|14190;2026-08-12\|54.30\|3.33\|52.17\|55.11\|52.17\|13276;2026-08-13\|53.78\|-0.96\|54.07\|55.62\|53.52\|11757;2026-08-14\|54.06\|0.52\|54.30\|55.91\|53.05\|12796;2026-08-17\|55.87\|3.35\|54.60\|56.50\|53.63\|14583;2026-08-18\|57.02\|2.06\|55.82\|57.49\|55.32\|15691;2026-08-19\|52.90\|-7.23\|56.02\|57.20\|52.61\|24977;2026-08-20\|55.54\|4.99\|54.00\|57.20\|53.88\|19642;2026-08-21\|56.06\|0.94\|54.78\|56.41\|53.08\|16128;2026-08-24\|55.19\|-1.55\|56.36\|57.40\|53.89\|11912;2026-08-25\|54.70\|-0.89\|54.63\|55.79\|53.34\|10528;2026-08-26\|54.73\|0.05\|54.89\|56.29\|53.62\|11066;2026-08-27\|58.14\|6.23\|55.63\|58.50\|54.00\|17750;2026-08-28\|56.54\|-2.75\|58.38\|59.07\|56.34\|10970;2026-08-31\|56.35\|-0.34\|55.97\|56.50\|55.05\|8908;2026-09-01\|56.09\|-0.46\|56.70\|56.70\|54.92\|8531;2026-09-02\|55.83\|-0.46\|55.53\|56.26\|54.63\|8481;2026-09-03\|57.80\|3.53\|55.99\|58.24\|55.99\|11873;2026-09-04\|58.78\|1.70\|58.75\|59.59\|57.82\|16213;2026-09-07\|58.49\|-0.49\|58.99\|60.53\|58.12\|15854;2026-09-08\|59.02\|0.91\|58.50\|59.56\|57.50\|10584;2026-09-09\|60.09\|1.81\|59.20\|60.39\|58.57\|11482;2026-09-10\|59.81\|-0.47\|60.23\|61.30\|59.50\|9343;2026-09-11\|61.15\|2.24\|59.50\|61.33\|57.17\|16699
117905	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：存储短缺或持续至2027年下半年，AI数据中心建设加速，公司SWIFT1系列芯片适配高带宽视频数据处理需求；涨停缘由：国内RISC-V视频桥接芯片龙头，MIPI收发带宽达17.6Gbps，契合AI服务器视频预处理及边缘推理场景；资金逻辑：资金沿‘算电协同’政策主线向国产芯片上游延伸，RISC-V生态获政策加码，机构调研频次显著提升；风险提示：公司尚未披露与AI服务器厂商批量合作进展，2025年营收规模较小，盈利稳定性待验证	公司是中国RISC-V产业联盟第二届理事会理事，国内领先的半导体和集成电路设计企业之一，SWIFT1家族产品定位高带宽的视频数据处理和桥接可编程系统级芯片市场，产品集成了RISC-V处理器核等资源以实现专用领域的系统级功能，在保持低功耗的前提下，提供高达17.6Gbps 带宽的 MIPI 数据收发能力	2026-05-08\|37.08\|0.32\|36.85\|37.58\|36.09\|125897;2026-05-11\|39.20\|5.72\|37.76\|39.28\|37.21\|174945;2026-05-12\|38.77\|-1.10\|39.26\|39.80\|38.23\|133408;2026-05-13\|39.87\|2.84\|38.20\|40.23\|37.40\|140687;2026-05-14\|39.85\|-0.05\|39.92\|40.85\|38.73\|117957;2026-05-15\|43.88\|10.11\|39.89\|45.60\|39.89\|223001;2026-05-18\|44.50\|1.41\|43.14\|46.98\|42.86\|198289;2026-05-19\|45.88\|3.10\|44.10\|46.13\|43.30\|132052;2026-05-20\|48.40\|5.49\|46.33\|48.77\|46.33\|144011;2026-05-21\|45.00\|-7.02\|48.40\|49.86\|44.95\|179983;2026-05-22\|46.77\|3.93\|46.70\|47.50\|44.91\|139764;2026-05-25\|48.78\|4.30\|46.76\|49.20\|44.51\|145899;2026-05-26\|46.94\|-3.77\|49.00\|49.48\|46.00\|137563;2026-05-27\|45.88\|-2.26\|47.52\|48.13\|45.20\|126957;2026-05-28\|45.20\|-1.48\|45.03\|46.07\|44.52\|108737;2026-05-29\|41.00\|-9.29\|45.20\|45.61\|40.72\|161196;2026-06-01\|46.17\|12.61\|40.86\|49.20\|40.55\|308434;2026-06-02\|43.39\|-6.02\|46.13\|47.40\|43.11\|193415;2026-06-03\|43.44\|0.12\|43.30\|46.34\|42.51\|145743;2026-06-04\|44.46\|2.35\|42.30\|46.53\|42.10\|119901;2026-06-05\|42.27\|-4.93\|43.50\|44.39\|41.98\|112663;2026-06-08\|38.76\|-8.30\|40.05\|41.50\|38.14\|150537;2026-06-09\|40.60\|4.75\|39.50\|41.17\|38.15\|129850;2026-06-10\|39.44\|-2.86\|39.80\|41.00\|38.76\|86745;2026-06-11\|39.38\|-0.15\|39.06\|40.22\|38.00\|85586;2026-06-12\|37.53\|-4.70\|40.52\|41.58\|37.40\|106336;2026-06-15\|39.38\|4.93\|37.83\|39.50\|37.83\|105734;2026-06-16\|40.68\|3.30\|39.47\|41.18\|38.81\|106545;2026-06-17\|43.31\|6.47\|40.24\|43.70\|39.77\|138727;2026-06-18\|43.80\|1.13\|43.38\|44.78\|43.08\|115460;2026-06-22\|41.94\|-4.25\|44.00\|44.44\|40.88\|105604;2026-06-23\|42.66\|1.72\|41.44\|44.20\|41.30\|98825;2026-06-24\|44.70\|4.78\|42.37\|45.26\|41.15\|126955;2026-06-25\|44.27\|-0.96\|44.79\|45.50\|43.03\|135663;2026-06-26\|42.96\|-2.96\|43.80\|44.58\|41.88\|103359;2026-06-29\|41.42\|-3.58\|42.53\|43.58\|39.57\|124849;2026-06-30\|45.60\|10.09\|41.54\|46.25\|41.05\|139854;2026-07-01\|44.44\|-2.54\|46.70\|47.46\|43.93\|120908;2026-07-02\|41.45\|-6.73\|43.56\|45.13\|41.30\|132737;2026-07-03\|40.22\|-2.97\|41.50\|42.00\|40.14\|103546;2026-07-06\|42.03\|4.50\|40.50\|42.80\|39.15\|125491;2026-07-07\|43.50\|3.50\|41.61\|45.09\|40.64\|136058;2026-07-08\|43.40\|-0.23\|44.00\|46.46\|42.00\|139095;2026-07-09\|45.12\|3.96\|43.61\|45.33\|42.60\|123055;2026-07-10\|43.18\|-4.30\|45.55\|46.35\|43.18\|134735;2026-07-13\|39.85\|-7.71\|42.73\|43.77\|39.33\|126794;2026-07-14\|38.33\|-3.81\|40.13\|40.50\|35.80\|143977;2026-07-15\|36.32\|-5.24\|38.59\|39.44\|35.55\|111173;2026-07-16\|36.34\|0.06\|36.85\|40.30\|36.20\|177789;2026-07-17\|30.68\|-15.58\|36.39\|36.64\|30.60\|163759;2026-07-20\|28.92\|-5.74\|31.53\|32.00\|27.70\|175676;2026-07-21\|30.55\|5.64\|29.20\|30.67\|26.61\|131390;2026-07-22\|30.29\|-0.85\|30.18\|31.80\|30.00\|109455;2026-07-23\|29.32\|-3.20\|30.39\|30.80\|29.11\|80468;2026-07-24\|29.06\|-0.89\|29.00\|30.04\|28.79\|70425;2026-07-27\|29.35\|1.00\|29.01\|29.60\|28.15\|80113;2026-07-28\|28.98\|-1.26\|29.02\|30.23\|28.75\|94789;2026-07-29\|28.55\|-1.48\|29.36\|29.45\|27.10\|121271;2026-07-30\|27.30\|-4.38\|28.82\|29.92\|26.82\|94913;2026-07-31\|28.03\|2.67\|29.00\|29.99\|28.02\|112912;2026-08-03\|27.49\|-1.93\|28.05\|29.44\|27.21\|93712;2026-08-04\|29.77\|8.29\|27.77\|29.94\|27.52\|106998;2026-08-05\|31.08\|4.40\|29.75\|31.42\|29.49\|87742;2026-08-06\|31.18\|0.32\|30.51\|31.62\|30.23\|74702;2026-08-07\|32.60\|4.55\|31.10\|32.72\|30.61\|86284;2026-08-10\|32.80\|0.61\|32.88\|32.94\|31.90\|59692;2026-08-11\|32.90\|0.30\|32.61\|33.47\|32.07\|50021;2026-08-12\|33.05\|0.46\|32.90\|33.43\|32.75\|47785;2026-08-13\|32.29\|-2.30\|33.38\|33.70\|32.26\|53498;2026-08-14\|31.86\|-1.33\|32.54\|32.79\|31.45\|74700;2026-08-17\|33.64\|5.59\|31.91\|33.69\|31.76\|84948;2026-08-18\|33.99\|1.04\|33.70\|34.10\|32.91\|66136;2026-08-19\|30.98\|-8.86\|33.10\|33.60\|30.70\|81116;2026-08-20\|31.41\|1.39\|31.47\|32.18\|30.96\|58941;2026-08-21\|31.30\|-0.35\|31.43\|32.00\|30.93\|52267;2026-08-24\|30.00\|-4.15\|31.10\|31.43\|29.39\|62700;2026-08-25\|30.15\|0.50\|29.76\|30.40\|29.20\|56954;2026-08-26\|29.83\|-1.06\|30.57\|30.57\|29.54\|51701;2026-08-27\|31.24\|4.73\|30.16\|31.36\|29.83\|55600;2026-08-28\|31.04\|-0.64\|31.00\|31.96\|30.93\|53511;2026-08-31\|31.42\|1.22\|30.02\|31.80\|30.02\|68313;2026-09-01\|30.57\|-2.71\|31.56\|31.56\|29.85\|75386;2026-09-02\|29.60\|-3.17\|30.09\|30.75\|29.60\|49682;2026-09-03\|30.20\|2.03\|29.85\|30.54\|29.08\|66519;2026-09-04\|29.69\|-1.69\|30.80\|31.87\|29.53\|73445;2026-09-07\|29.84\|0.51\|30.00\|30.28\|29.50\|52859;2026-09-08\|29.15\|-2.31\|29.88\|30.16\|28.95\|56053;2026-09-09\|29.28\|0.45\|29.35\|30.18\|29.03\|62713;2026-09-10\|28.82\|-1.57\|28.99\|29.23\|28.62\|37401;2026-09-11\|28.48\|-1.18\|28.78\|28.86\|27.52\|50303
117904	美团发布基于国产算力训练的万亿参数大模型	H股回购+功率半导体+智能电网大功率模块行业原因：据财联社5月13日报道，受AI数据中心需求影响，2026年开年以来，功率半导体行业迎来一轮密集涨价潮。市场研究机构表示，AIDC将成为第三代半导体的下一个爆发式增长市场，需求强劲且明确。公司原因： 1、据2026年5月13日公告，公司回购注销部分H股后总股本减少1.02亿股，控股股东中车株洲所及一致行动人持股比例被动升至50.15%，触及5%整数倍。 2、据2026年4月17日互动易，在半导体领域，公司从 1964 年开始功率半导体技术研发与产业化，通过持续投入和平台提升，已成长为同时掌握大功率晶闸管、IGBT、IGCT、SiC 器件及其组件技术的 IDM 模式企业代表，拥有芯片—模块—装置—系统完整产业链，并建有 6 英寸双极器件、8 英寸 IGBT 和 8 英寸 SiC 的产业化基地。公司生产的全系列高可靠性IGBT 产品覆盖650V-6500V全电压等级。 3、据2026年4月17日互动易，2025年公司在国内智能电网大功率模块市场的市占率保持在50%左右，获得三山岛海风、沙特柔直等国内外多个项目批量订单，器件交付和相关收入大幅提升。	在半导体领域，公司拥有芯片—模块—装置—系统完整产业链，并建有6英寸双极器件、8英寸IGBT和8英寸SiC的产业化基地	2026-05-08\|48.86\|-1.35\|49.50\|49.50\|48.55\|62209;2026-05-11\|49.28\|0.86\|49.05\|49.89\|48.88\|91100;2026-05-12\|49.41\|0.26\|49.45\|49.92\|48.60\|77723;2026-05-13\|59.29\|20.00\|49.30\|59.29\|48.75\|279657;2026-05-14\|57.14\|-3.63\|61.00\|61.20\|56.08\|436636;2026-05-15\|55.60\|-2.70\|57.11\|58.70\|54.88\|210993;2026-05-18\|53.80\|-3.24\|55.00\|56.46\|53.11\|174984;2026-05-19\|54.85\|1.95\|53.29\|55.09\|52.45\|174899;2026-05-20\|54.43\|-0.77\|54.15\|55.35\|53.72\|130402;2026-05-21\|51.60\|-5.20\|54.87\|55.80\|51.35\|166718;2026-05-22\|59.03\|14.40\|51.90\|59.50\|51.70\|301074;2026-05-25\|59.40\|0.63\|59.04\|61.50\|57.58\|243696;2026-05-26\|58.49\|-1.53\|58.99\|60.20\|57.76\|178696;2026-05-27\|61.88\|5.80\|58.00\|63.90\|58.00\|240467;2026-05-28\|62.60\|1.16\|61.88\|62.88\|60.60\|192804;2026-05-29\|61.00\|-2.56\|64.00\|66.20\|59.69\|258650;2026-06-01\|57.70\|-5.41\|59.55\|59.60\|56.21\|191526;2026-06-02\|56.88\|-1.42\|58.22\|58.42\|56.10\|108027;2026-06-03\|57.14\|0.46\|57.18\|58.95\|56.40\|161751;2026-06-04\|58.15\|1.77\|56.40\|59.88\|56.20\|155419;2026-06-05\|55.40\|-4.73\|57.54\|57.63\|53.59\|184058;2026-06-08\|53.19\|-3.99\|53.95\|54.49\|52.02\|163414;2026-06-09\|57.90\|8.86\|53.74\|58.19\|53.10\|194878;2026-06-10\|54.55\|-5.79\|56.00\|56.78\|53.53\|134419;2026-06-11\|54.78\|0.42\|53.80\|55.49\|53.40\|118695;2026-06-12\|53.07\|-3.12\|55.95\|56.43\|51.64\|209720;2026-06-15\|55.33\|4.26\|52.21\|55.65\|52.12\|163085;2026-06-16\|57.11\|3.22\|55.59\|59.10\|55.59\|159434;2026-06-17\|58.62\|2.64\|56.51\|58.78\|56.30\|121501;2026-06-18\|58.70\|0.14\|58.91\|59.78\|57.99\|163106;2026-06-22\|60.46\|3.00\|59.88\|62.58\|59.40\|220738;2026-06-23\|61.58\|1.85\|59.88\|62.78\|58.50\|208327;2026-06-24\|61.27\|-0.50\|61.00\|63.75\|60.31\|173497;2026-06-25\|60.45\|-1.34\|61.52\|62.30\|59.80\|161860;2026-06-26\|59.63\|-1.36\|60.00\|63.27\|58.80\|209725;2026-06-29\|62.26\|4.41\|62.00\|64.75\|60.05\|295295;2026-06-30\|68.66\|10.28\|63.90\|68.72\|62.68\|312758;2026-07-01\|64.50\|-6.06\|69.25\|69.27\|63.38\|290122;2026-07-02\|59.77\|-7.33\|63.14\|63.62\|59.50\|246431;2026-07-03\|57.49\|-3.81\|59.69\|60.29\|57.44\|163539;2026-07-06\|57.04\|-0.78\|58.00\|58.49\|55.60\|139814;2026-07-07\|55.98\|-1.86\|56.55\|57.56\|55.16\|199992;2026-07-08\|53.17\|-5.02\|55.75\|55.93\|53.17\|152237;2026-07-09\|54.79\|3.05\|53.17\|54.82\|51.91\|155537;2026-07-10\|50.92\|-7.06\|54.78\|55.50\|50.91\|218822;2026-07-13\|49.10\|-3.57\|50.70\|51.03\|48.98\|134063;2026-07-14\|48.18\|-1.87\|49.53\|49.53\|47.04\|129108;2026-07-15\|47.50\|-1.41\|48.26\|48.38\|46.84\|102786;2026-07-16\|47.60\|0.21\|47.50\|48.40\|47.00\|84811;2026-07-17\|45.73\|-3.93\|47.20\|47.60\|44.22\|135021;2026-07-20\|48.08\|5.14\|45.99\|48.30\|44.44\|136190;2026-07-21\|49.29\|2.52\|47.20\|49.62\|47.20\|126152;2026-07-22\|47.00\|-4.65\|48.77\|49.00\|46.78\|90018;2026-07-23\|47.61\|1.30\|47.15\|47.65\|46.81\|55050;2026-07-24\|45.50\|-4.43\|47.06\|47.06\|45.48\|68445;2026-07-27\|46.40\|1.98\|45.49\|46.55\|45.41\|56025;2026-07-28\|45.25\|-2.48\|45.68\|45.80\|45.00\|63134;2026-07-29\|46.99\|3.85\|45.46\|47.38\|45.00\|81509;2026-07-30\|47.21\|0.47\|46.52\|47.78\|46.00\|75339;2026-07-31\|47.28\|0.15\|48.31\|48.87\|47.25\|86766;2026-08-03\|49.80\|5.33\|48.07\|50.15\|47.61\|105038;2026-08-04\|49.90\|0.20\|49.46\|50.14\|49.02\|67634;2026-08-05\|50.15\|0.50\|50.10\|50.53\|49.44\|74751;2026-08-06\|49.74\|-0.82\|49.81\|49.99\|48.79\|71821;2026-08-07\|49.76\|1.43\|49.06\|50.30\|48.70\|64116;2026-08-10\|50.18\|0.84\|49.99\|50.33\|49.39\|59467;2026-08-11\|49.47\|-1.41\|49.88\|51.00\|49.29\|64062;2026-08-12\|50.25\|1.58\|49.00\|50.46\|49.00\|54176;2026-08-13\|49.54\|-1.41\|50.19\|50.89\|49.37\|50050;2026-08-14\|49.25\|-0.59\|49.65\|50.66\|49.09\|48055;2026-08-17\|49.09\|-0.32\|49.50\|49.50\|48.70\|70503;2026-08-18\|49.83\|1.51\|49.00\|50.18\|48.22\|69827;2026-08-19\|49.11\|-1.44\|49.00\|50.12\|48.72\|72748;2026-08-20\|46.95\|-4.40\|49.10\|49.10\|46.57\|93484;2026-08-21\|47.60\|1.38\|46.58\|48.45\|46.58\|51187;2026-08-24\|47.62\|0.04\|47.60\|48.49\|47.31\|48288;2026-08-25\|47.41\|-0.44\|47.59\|47.80\|46.77\|31240;2026-08-26\|47.51\|0.21\|47.50\|48.39\|47.15\|43874;2026-08-27\|48.20\|1.45\|47.40\|48.44\|47.01\|48881;2026-08-28\|47.66\|-1.12\|48.19\|48.19\|47.60\|34148;2026-08-31\|47.08\|-1.22\|47.52\|47.52\|46.03\|70405;2026-09-01\|46.91\|-0.36\|46.89\|47.17\|46.51\|34911;2026-09-02\|46.15\|-1.62\|46.51\|46.57\|45.88\|36273;2026-09-03\|46.12\|-0.07\|46.56\|46.57\|45.84\|27671;2026-09-04\|46.33\|0.46\|46.35\|47.10\|46.00\|39884;2026-09-07\|46.77\|0.95\|46.46\|47.17\|46.40\|42985;2026-09-08\|46.31\|-0.98\|46.63\|46.83\|46.28\|27012;2026-09-09\|46.10\|-0.45\|46.50\|46.58\|45.91\|21710;2026-09-10\|45.70\|-0.87\|45.67\|45.99\|45.33\|22567;2026-09-11\|45.20\|-1.09\|45.80\|45.80\|44.64\|45476
117903	美团发布基于国产算力训练的万亿参数大模型	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-05-08\|83.56\|-0.16\|82.48\|84.87\|80.86\|76439;2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|164828;2026-07-13\|154.31\|-10.81\|166.53\|177.21\|152.44\|147629;2026-07-14\|154.50\|0.12\|155.52\|158.82\|145.50\|99517;2026-07-15\|144.88\|-6.23\|157.74\|161.98\|142.42\|85328;2026-07-16\|127.75\|-11.82\|143.56\|148.79\|125.30\|130442;2026-07-17\|114.26\|-10.56\|127.47\|130.00\|113.48\|109479;2026-07-20\|108.80\|-4.78\|119.48\|123.00\|106.13\|155569;2026-07-21\|123.30\|13.33\|112.50\|124.32\|94.78\|211892;2026-07-22\|115.20\|-6.57\|120.90\|124.99\|113.48\|148480;2026-07-23\|107.29\|-6.87\|118.44\|118.58\|105.96\|109482;2026-07-24\|104.30\|-2.79\|104.50\|109.33\|102.65\|104777;2026-07-27\|109.30\|4.79\|105.00\|110.60\|100.03\|105637;2026-07-28\|102.61\|-6.12\|106.29\|113.55\|101.61\|105375;2026-07-29\|100.28\|-2.27\|102.23\|104.38\|95.08\|120535;2026-07-30\|89.81\|-10.44\|99.98\|102.99\|89.66\|111011;2026-07-31\|93.43\|4.03\|101.55\|105.59\|93.15\|122623;2026-08-03\|84.32\|-9.75\|93.10\|93.19\|83.18\|116866;2026-08-04\|91.05\|7.98\|84.89\|92.20\|83.16\|129832;2026-08-05\|105.25\|15.60\|90.80\|106.36\|90.05\|159563;2026-08-06\|109.60\|4.13\|102.76\|112.37\|101.78\|149100;2026-08-07\|116.15\|5.98\|110.62\|116.90\|107.17\|158440;2026-08-10\|119.22\|2.64\|116.80\|120.18\|113.84\|143595;2026-08-11\|114.14\|-4.26\|117.00\|119.98\|111.67\|119408;2026-08-12\|117.56\|3.00\|115.50\|120.88\|114.00\|101734;2026-08-13\|113.21\|-3.70\|119.99\|122.55\|112.99\|109874;2026-08-14\|119.12\|5.22\|116.00\|119.99\|114.00\|107436;2026-08-17\|123.94\|4.05\|119.00\|124.73\|118.27\|126659;2026-08-18\|134.20\|8.28\|125.00\|135.57\|123.01\|158980;2026-08-19\|116.50\|-13.19\|125.02\|126.90\|113.71\|142183;2026-08-20\|113.00\|-3.00\|118.00\|119.66\|110.36\|119168;2026-08-21\|113.19\|0.17\|113.52\|114.94\|109.80\|73201;2026-08-24\|110.85\|-2.07\|112.39\|113.39\|106.52\|89131;2026-08-25\|107.71\|-2.83\|106.66\|109.60\|103.00\|71511;2026-08-26\|107.19\|-0.48\|108.20\|109.76\|105.30\|56677;2026-08-27\|108.65\|1.36\|101.66\|108.65\|101.07\|150560;2026-08-28\|104.00\|-4.28\|107.10\|109.10\|103.66\|100796;2026-08-31\|103.35\|-0.62\|101.66\|103.97\|98.70\|86197;2026-09-01\|98.49\|-4.70\|103.78\|104.55\|98.34\|70403;2026-09-02\|95.50\|-3.04\|96.00\|97.10\|94.26\|58286;2026-09-03\|98.10\|2.72\|97.28\|100.00\|95.85\|68549;2026-09-04\|93.18\|-5.02\|100.00\|100.78\|92.00\|72423;2026-09-07\|97.31\|4.43\|95.18\|98.79\|93.50\|68993;2026-09-08\|95.12\|-2.25\|98.19\|98.40\|94.56\|53160;2026-09-09\|93.60\|-1.60\|97.01\|97.01\|93.01\|45538;2026-09-10\|93.00\|-0.64\|92.78\|95.10\|91.19\|40060;2026-09-11\|90.04\|-3.18\|90.90\|91.79\|86.33\|57459
117902	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：振芯科技因美团万亿参数大模型依托国产算力训练而涨停，公司北斗关键器件及数模混合IC可支撑边缘AI算力节点建设，新橙北斗卫星应用亦契合AI+政务场景；涨停缘由：美团大模型强化国产AI算力基础设施需求；公司北斗芯片、频率合成器、SDR等产品可用于边缘AI终端及数据中心配套；新橙北斗在应急管理、精准城市等领域具备AI融合潜力；国产替代逻辑持续强化；资金逻辑：国产芯片板块情绪高涨，振芯科技作为具备军民融合属性的信号链龙头获机构与游资共同关注；风险提示：AI相关业务尚未形成明确收入来源；北斗民用市场拓展进度存在不确定性	1、公司主要从事集成电路设计、部分测试和销售，产品以处理模拟和数字信号的数模混合集成电路为主，形成了北斗关键器件、转换器、软件无线电（SDR）、频率合成器、视频接口、硅基多功能MMIC等六大重点系列数百种产品； 2、子公司新橙北斗主要从事北斗+卫星综合应用业务，应用于国土地灾、应急管理、交通运输、精准城市等领域。	2026-05-08\|21.58\|1.31\|21.12\|21.64\|20.87\|191480;2026-05-11\|21.64\|0.28\|21.69\|22.01\|21.42\|177949;2026-05-12\|20.94\|-3.23\|21.67\|21.67\|20.84\|151204;2026-05-13\|21.19\|1.19\|20.94\|21.35\|20.52\|142035;2026-05-14\|20.07\|-5.29\|21.30\|21.33\|20.07\|165924;2026-05-15\|20.30\|1.15\|20.29\|20.78\|19.72\|191085;2026-05-18\|20.21\|-0.44\|20.18\|20.78\|19.86\|104448;2026-05-19\|20.41\|0.99\|20.21\|20.60\|19.94\|167387;2026-05-20\|20.32\|-0.44\|20.25\|20.84\|19.73\|253512;2026-05-21\|19.20\|-5.51\|20.38\|20.40\|19.17\|215827;2026-05-22\|19.26\|0.31\|19.25\|19.43\|18.96\|111316;2026-05-25\|19.19\|-0.36\|19.32\|19.72\|18.90\|128331;2026-05-26\|18.24\|-4.95\|19.01\|19.05\|17.92\|195575;2026-05-27\|18.00\|-1.32\|18.24\|18.83\|17.96\|147131;2026-05-28\|18.19\|1.06\|18.01\|18.27\|17.75\|115481;2026-05-29\|17.23\|-5.28\|18.29\|18.59\|17.14\|150967;2026-06-01\|17.11\|-0.70\|17.16\|17.40\|17.07\|98874;2026-06-02\|16.73\|-2.22\|17.20\|17.20\|16.46\|128994;2026-06-03\|16.85\|0.72\|16.63\|17.23\|16.60\|114254;2026-06-04\|16.75\|-0.59\|16.72\|16.86\|16.55\|87384;2026-06-05\|16.97\|1.31\|16.75\|17.26\|16.49\|133556;2026-06-08\|16.13\|-4.95\|16.61\|16.77\|15.76\|139449;2026-06-09\|16.46\|2.05\|16.24\|16.52\|16.10\|83886;2026-06-10\|16.08\|-2.31\|16.37\|16.56\|15.95\|73286;2026-06-11\|15.84\|-1.49\|15.99\|16.07\|15.56\|78016;2026-06-12\|16.44\|3.79\|15.95\|16.87\|15.95\|133567;2026-06-15\|16.70\|1.58\|16.60\|16.76\|16.45\|92970;2026-06-16\|16.51\|-1.14\|16.73\|16.78\|16.36\|96920;2026-06-17\|16.28\|-1.39\|16.51\|16.63\|16.18\|89125;2026-06-18\|16.19\|-0.55\|16.17\|16.53\|16.01\|84785;2026-06-22\|15.96\|-1.42\|16.17\|16.33\|15.50\|129078;2026-06-23\|15.92\|-0.25\|15.96\|16.51\|15.73\|109759;2026-06-24\|15.76\|-1.00\|16.06\|16.07\|15.45\|95181;2026-06-25\|15.49\|-1.71\|15.73\|15.96\|15.36\|91704;2026-06-26\|14.97\|-3.36\|15.40\|15.44\|14.95\|117340;2026-06-29\|14.65\|-2.14\|14.99\|15.00\|14.44\|136035;2026-06-30\|16.17\|10.38\|14.70\|16.60\|14.59\|248578;2026-07-01\|16.86\|4.27\|16.17\|17.12\|16.09\|228251;2026-07-02\|16.53\|-1.96\|17.00\|17.13\|16.47\|171957;2026-07-03\|16.66\|0.79\|16.64\|16.87\|16.27\|149267;2026-07-06\|16.14\|-3.12\|16.92\|17.15\|16.05\|159154;2026-07-07\|15.49\|-4.03\|16.10\|16.13\|15.37\|110351;2026-07-08\|15.37\|-0.77\|15.55\|15.73\|15.27\|87158;2026-07-09\|15.66\|1.89\|15.40\|15.79\|14.98\|103492;2026-07-10\|16.43\|4.92\|15.67\|17.05\|15.41\|215349;2026-07-13\|15.11\|-8.03\|16.38\|16.39\|15.05\|189022;2026-07-14\|14.81\|-1.99\|15.11\|15.11\|14.46\|139372;2026-07-15\|14.73\|-0.54\|14.75\|14.97\|14.52\|85980;2026-07-16\|14.80\|0.48\|14.62\|14.98\|14.49\|83516;2026-07-17\|14.00\|-5.41\|14.72\|14.86\|14.00\|116576;2026-07-20\|13.73\|-1.93\|13.90\|14.25\|13.35\|107429;2026-07-21\|14.12\|2.84\|13.74\|14.14\|13.26\|126050;2026-07-22\|13.64\|-3.40\|13.91\|14.11\|13.60\|105808;2026-07-23\|13.78\|1.03\|13.62\|13.83\|13.52\|72166;2026-07-24\|13.52\|-1.89\|13.64\|14.09\|13.50\|92269;2026-07-27\|13.85\|2.44\|13.50\|13.94\|13.42\|67332;2026-07-28\|13.81\|-0.29\|13.71\|13.96\|13.68\|63993;2026-07-29\|14.26\|3.26\|13.85\|14.29\|13.65\|101889;2026-07-30\|14.14\|-0.84\|14.13\|14.48\|13.94\|97865;2026-07-31\|14.45\|2.19\|14.43\|14.66\|14.38\|112112;2026-08-03\|14.91\|3.18\|14.53\|14.93\|14.45\|83761;2026-08-04\|15.06\|1.01\|14.95\|15.16\|14.83\|76119;2026-08-05\|15.20\|0.93\|15.09\|15.36\|15.02\|81655;2026-08-06\|14.95\|-1.64\|15.14\|15.27\|14.75\|111498;2026-08-07\|15.31\|2.41\|14.93\|15.40\|14.62\|159052;2026-08-10\|15.28\|-0.20\|15.30\|15.36\|14.96\|78087;2026-08-11\|15.06\|-1.44\|15.30\|15.33\|14.98\|65509;2026-08-12\|15.14\|0.53\|15.05\|15.24\|14.98\|54432;2026-08-13\|14.79\|-2.31\|15.24\|15.24\|14.79\|77581;2026-08-14\|14.86\|0.47\|14.79\|14.98\|14.68\|56110;2026-08-17\|15.17\|2.09\|14.89\|15.20\|14.73\|72998;2026-08-18\|14.92\|-1.65\|15.17\|15.17\|14.78\|72533;2026-08-19\|13.99\|-6.23\|14.99\|15.02\|13.96\|122162;2026-08-20\|14.02\|0.21\|14.23\|14.28\|13.94\|58240;2026-08-21\|14.06\|0.29\|13.97\|14.14\|13.81\|46107;2026-08-24\|13.87\|-1.35\|14.01\|14.14\|13.68\|63769;2026-08-25\|14.26\|2.81\|13.74\|14.30\|13.74\|60540;2026-08-26\|14.30\|0.28\|14.25\|14.47\|14.21\|52197;2026-08-27\|14.24\|-0.42\|14.11\|14.28\|13.88\|76433;2026-08-28\|14.32\|0.56\|14.22\|14.45\|14.21\|49308;2026-08-31\|14.50\|1.26\|14.20\|14.52\|14.13\|58565;2026-09-01\|14.59\|0.62\|14.60\|14.89\|14.41\|76694;2026-09-02\|14.54\|-0.34\|14.50\|14.65\|14.35\|54355;2026-09-03\|14.43\|-0.76\|14.60\|14.64\|14.38\|49247;2026-09-04\|14.50\|0.49\|14.46\|14.84\|14.44\|82233;2026-09-07\|14.43\|-0.48\|14.50\|14.60\|14.37\|56818;2026-09-08\|14.49\|0.42\|14.40\|14.55\|14.29\|55247;2026-09-09\|14.35\|-0.97\|14.46\|14.65\|14.34\|58892;2026-09-10\|14.23\|-0.84\|14.31\|14.37\|14.12\|47801;2026-09-11\|14.03\|-1.41\|14.23\|14.24\|13.81\|67247
117901	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：公司ESP32系列芯片已切入MR设备配套外设及AI智能玩具‘显眼包’供应链，受益于AI硬件终端爆发；叠加海外TikTok生态带动AI玩具出海热潮，订单可见度提升；Wi-Fi MCU全球市占率稳居前三，客户导入节奏加快；涨停缘由：MR产业链配套放量、AI玩具出海需求激增、ESP32芯片在AIoT领域生态优势凸显；资金逻辑：游资与机构协同拉升，资金聚焦AI硬件底层芯片标的，4月20日板块内领涨，成交额环比放大120%；风险提示：MR设备量产进度不及预期可能影响配套需求；AI玩具客户集中度较高，存在单一客户依赖风险	公司的ESP32芯片可以用于MR产业链、AI玩具“显眼包”等	2026-05-08\|174.78\|-2.62\|176.09\|178.80\|173.10\|47742;2026-05-11\|176.68\|1.09\|177.60\|179.48\|175.14\|55395;2026-05-12\|173.93\|-1.56\|176.04\|177.50\|172.00\|41505;2026-05-13\|179.73\|3.33\|172.00\|183.83\|168.19\|74360;2026-05-14\|175.01\|-2.63\|180.50\|180.95\|173.88\|48747;2026-05-15\|178.43\|1.95\|175.01\|185.58\|172.50\|75608;2026-05-18\|183.79\|3.00\|178.43\|188.68\|176.01\|83904;2026-05-19\|189.00\|2.83\|181.96\|191.48\|176.05\|92481;2026-05-20\|188.58\|-0.22\|186.88\|191.88\|182.21\|80982;2026-05-21\|177.72\|-5.76\|188.58\|194.57\|177.00\|99396;2026-05-22\|183.00\|2.97\|181.01\|183.86\|177.00\|58094;2026-05-25\|186.11\|1.70\|182.01\|187.80\|178.98\|62737;2026-05-26\|183.45\|-1.43\|185.08\|185.28\|177.00\|63966;2026-05-27\|181.08\|-1.29\|183.50\|192.50\|180.20\|76930;2026-05-28\|179.13\|-1.08\|178.50\|181.88\|173.58\|64243;2026-05-29\|167.60\|-6.44\|181.30\|181.87\|166.00\|74344;2026-06-01\|164.78\|-1.68\|170.92\|175.68\|164.28\|60319;2026-06-02\|162.72\|-1.25\|165.11\|165.94\|158.50\|46961;2026-06-03\|168.00\|3.24\|165.64\|171.72\|164.24\|58702;2026-06-04\|168.60\|0.36\|165.55\|174.00\|162.77\|40674;2026-06-05\|120.25\|0.15\|118.50\|123.69\|117.07\|59395;2026-06-08\|115.01\|-4.36\|114.00\|117.72\|110.69\|84915;2026-06-09\|119.89\|4.24\|117.19\|120.98\|115.57\|58638;2026-06-10\|116.09\|-3.17\|118.45\|119.49\|115.09\|46835;2026-06-11\|112.44\|-3.14\|115.42\|117.88\|111.12\|48592;2026-06-12\|112.00\|-0.39\|114.54\|116.48\|110.89\|77165;2026-06-15\|119.09\|6.33\|112.78\|119.38\|111.31\|64961;2026-06-16\|121.00\|1.60\|120.00\|123.00\|119.31\|53548;2026-06-17\|122.40\|1.16\|119.46\|122.66\|118.56\|43655;2026-06-18\|127.96\|4.54\|122.50\|130.13\|121.40\|90212;2026-06-22\|123.11\|-3.79\|125.89\|126.60\|120.12\|87680;2026-06-23\|122.50\|-0.50\|122.51\|128.99\|118.98\|77043;2026-06-24\|123.55\|0.86\|121.50\|124.93\|119.28\|62045;2026-06-25\|124.23\|0.55\|123.78\|124.79\|120.37\|81989;2026-06-26\|118.00\|-5.01\|122.43\|123.77\|115.78\|74664;2026-06-29\|115.89\|-1.79\|117.01\|120.47\|110.95\|78870;2026-06-30\|127.92\|10.38\|116.86\|128.30\|115.55\|118333;2026-07-01\|126.76\|-0.91\|129.00\|133.00\|124.81\|92974;2026-07-02\|122.99\|-2.97\|122.95\|129.79\|120.30\|89478;2026-07-03\|120.11\|-2.34\|122.87\|125.85\|119.80\|83623;2026-07-06\|115.64\|-3.72\|121.10\|122.03\|111.11\|102800;2026-07-07\|116.00\|0.31\|114.38\|124.60\|112.58\|98341;2026-07-08\|118.31\|1.99\|118.50\|122.48\|116.68\|104591;2026-07-09\|121.30\|2.53\|118.80\|121.67\|115.09\|90801;2026-07-10\|123.77\|2.04\|122.06\|131.77\|121.51\|128366;2026-07-13\|125.80\|1.64\|121.70\|133.07\|121.38\|135713;2026-07-14\|120.65\|-4.09\|126.60\|129.50\|115.68\|132221;2026-07-15\|116.91\|-3.10\|121.58\|121.80\|112.64\|95730;2026-07-16\|120.61\|3.16\|116.91\|127.76\|116.91\|123890;2026-07-17\|103.88\|-13.87\|119.07\|122.05\|103.56\|142248;2026-07-20\|102.17\|-1.65\|103.88\|106.46\|98.67\|91905;2026-07-21\|106.00\|3.75\|103.48\|106.00\|98.56\|97487;2026-07-22\|112.47\|6.10\|104.02\|115.00\|103.60\|124328;2026-07-23\|103.92\|-7.60\|111.60\|112.50\|103.72\|97480;2026-07-24\|105.16\|1.19\|101.10\|108.20\|99.88\|78094;2026-07-27\|104.23\|-0.88\|104.00\|104.60\|100.00\|63269;2026-07-28\|98.89\|-5.12\|101.90\|103.50\|98.17\|58077;2026-07-29\|97.28\|-1.63\|98.88\|102.87\|96.50\|71436;2026-07-30\|91.88\|-5.55\|96.04\|96.58\|89.02\|87803;2026-07-31\|102.70\|11.78\|98.00\|104.80\|98.00\|112126;2026-08-03\|103.70\|0.97\|102.69\|109.38\|100.50\|80498;2026-08-04\|105.38\|1.62\|105.38\|106.35\|102.50\|60981;2026-08-05\|110.69\|5.04\|105.37\|111.50\|104.38\|87054;2026-08-06\|111.02\|0.30\|109.33\|112.60\|108.01\|66700;2026-08-07\|112.06\|0.94\|110.24\|113.12\|109.36\|53189;2026-08-10\|111.00\|-0.95\|111.35\|112.07\|109.00\|41660;2026-08-11\|114.47\|3.13\|110.00\|117.77\|109.48\|57550;2026-08-12\|114.10\|-0.32\|114.00\|114.98\|112.50\|37542;2026-08-13\|112.00\|-1.84\|115.50\|116.77\|111.57\|49153;2026-08-14\|112.00\|0.00\|112.32\|115.66\|111.10\|43844;2026-08-17\|114.40\|2.14\|112.00\|114.63\|111.31\|44000;2026-08-18\|113.58\|-0.72\|113.80\|114.60\|111.93\|46910;2026-08-19\|110.83\|-2.42\|111.95\|113.78\|109.27\|53179;2026-08-20\|112.20\|1.24\|112.00\|114.12\|109.81\|36944;2026-08-21\|112.21\|0.01\|111.32\|112.80\|109.31\|27724;2026-08-24\|108.31\|-3.48\|112.20\|112.20\|106.11\|36679;2026-08-25\|109.00\|0.64\|106.88\|111.41\|106.80\|26370;2026-08-26\|111.65\|2.43\|108.40\|112.48\|108.40\|34553;2026-08-27\|113.22\|1.41\|112.05\|113.78\|111.10\|34383;2026-08-28\|115.88\|2.35\|113.00\|117.64\|112.03\|50484;2026-08-31\|125.69\|8.47\|114.21\|126.28\|114.21\|85553;2026-09-01\|124.02\|-1.33\|124.99\|127.17\|123.90\|55821;2026-09-02\|117.81\|-5.01\|123.62\|123.80\|117.57\|47703;2026-09-03\|116.39\|-1.21\|118.80\|120.50\|115.45\|34128;2026-09-04\|111.50\|-4.20\|117.50\|118.00\|110.69\|48704;2026-09-07\|113.81\|2.07\|112.28\|114.71\|110.10\|41063;2026-09-08\|111.13\|-2.35\|113.28\|113.75\|110.40\|29357;2026-09-09\|108.38\|-2.47\|110.57\|111.65\|108.12\|29157;2026-09-10\|105.42\|-2.73\|107.85\|107.85\|104.60\|39866;2026-09-11\|103.65\|-1.68\|104.18\|105.32\|101.69\|30530
117900	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：思特威因美团大模型推动AI终端视觉感知升级而涨停，公司为安防及机器视觉CMOS图像传感器龙头，机构预期将进入华为50MP智能手机摄像头供应链；涨停缘由：美团大模型加速AI终端普及，带动高分辨率图像传感器需求；公司在安防、机器视觉领域市占率领先；华为手机影像升级计划明确，50MP主摄方案导入预期增强；AI视觉算法对传感器性能提出更高要求；资金逻辑：AI视觉芯片标的受资金追捧，思特威作为国产CIS龙头获增量资金配置；风险提示：进入华为供应链尚未公告确认；手机CIS市场竞争激烈，毛利率承压风险犹存	安防领域、机器视觉领域领先的CMOS图像传感器供应商；机构预计公司将进入华为智能手机的50MP摄像头供应链	2026-05-08\|89.52\|-1.95\|90.50\|90.60\|88.08\|97356;2026-05-11\|92.27\|3.07\|91.19\|94.93\|90.44\|138952;2026-05-12\|99.50\|7.84\|93.50\|102.26\|92.62\|257884;2026-05-13\|100.50\|1.00\|99.00\|100.93\|96.40\|158048;2026-05-14\|106.00\|5.47\|100.40\|108.85\|100.11\|270491;2026-05-15\|104.45\|-1.46\|106.70\|109.88\|102.58\|177266;2026-05-18\|109.88\|5.20\|105.55\|117.60\|105.55\|237874;2026-05-19\|110.91\|0.94\|110.00\|112.81\|106.66\|227533;2026-05-20\|115.70\|4.32\|110.99\|117.01\|110.77\|223763;2026-05-21\|108.82\|-5.23\|130.25\|132.68\|108.31\|345541;2026-05-22\|115.07\|5.74\|109.81\|117.12\|107.44\|259219;2026-05-25\|113.12\|-1.69\|114.00\|115.75\|109.00\|229957;2026-05-26\|108.71\|-3.90\|111.89\|112.02\|105.50\|195670;2026-05-27\|108.27\|-0.40\|109.28\|113.25\|107.66\|159162;2026-05-28\|106.00\|-2.10\|106.00\|107.88\|103.14\|143820;2026-05-29\|98.88\|-6.72\|106.64\|107.00\|97.66\|144613;2026-06-01\|98.10\|-0.79\|100.00\|101.96\|97.53\|131887;2026-06-02\|96.34\|-1.79\|98.99\|99.77\|94.26\|111000;2026-06-03\|97.00\|0.69\|96.50\|100.22\|95.11\|118082;2026-06-04\|99.68\|2.76\|95.10\|101.92\|94.45\|130659;2026-06-05\|95.35\|-4.34\|99.00\|99.07\|94.75\|103078;2026-06-08\|87.75\|-7.97\|90.00\|92.00\|86.41\|144444;2026-06-09\|90.80\|3.48\|89.10\|91.32\|87.40\|108123;2026-06-10\|89.32\|-1.63\|89.19\|90.58\|88.00\|85557;2026-06-11\|87.70\|-1.81\|89.32\|90.18\|86.66\|81905;2026-06-12\|87.17\|-0.60\|89.50\|90.00\|86.69\|106284;2026-06-15\|94.16\|8.02\|88.25\|95.61\|87.20\|128971;2026-06-16\|95.61\|1.54\|94.00\|96.69\|93.25\|84483;2026-06-17\|101.93\|6.61\|94.25\|102.86\|93.43\|134292;2026-06-18\|102.32\|0.38\|101.97\|103.63\|101.00\|100043;2026-06-22\|95.96\|-6.22\|103.00\|103.00\|93.52\|173898;2026-06-23\|94.95\|-1.05\|95.69\|98.56\|94.00\|118740;2026-06-24\|96.02\|1.13\|94.88\|97.60\|93.41\|119500;2026-06-25\|97.05\|1.07\|96.84\|98.13\|94.52\|147771;2026-06-26\|94.53\|-2.60\|95.90\|98.20\|92.58\|134399;2026-06-29\|97.00\|2.61\|93.96\|97.73\|91.00\|152740;2026-06-30\|107.07\|10.38\|97.01\|107.60\|96.06\|188057;2026-07-01\|102.41\|-4.35\|108.00\|108.47\|100.80\|167337;2026-07-02\|104.29\|1.84\|103.00\|109.50\|99.66\|222900;2026-07-03\|105.46\|1.12\|105.00\|108.97\|101.11\|176357;2026-07-06\|100.60\|-4.61\|105.15\|106.52\|99.29\|154264;2026-07-07\|99.56\|-1.03\|99.01\|103.20\|98.20\|114916;2026-07-08\|104.60\|5.06\|100.44\|106.33\|98.70\|186760;2026-07-09\|105.88\|1.22\|104.00\|106.06\|99.36\|188379;2026-07-10\|99.36\|-6.16\|105.00\|108.70\|99.28\|191606;2026-07-13\|96.71\|-2.67\|98.80\|101.80\|96.11\|152362;2026-07-14\|95.18\|-1.58\|96.90\|97.67\|90.11\|146386;2026-07-15\|95.36\|0.19\|95.31\|98.00\|93.28\|104737;2026-07-16\|98.04\|2.81\|97.60\|102.62\|97.00\|149930;2026-07-17\|89.97\|-8.23\|99.60\|99.68\|89.11\|144174;2026-07-20\|92.55\|2.87\|90.85\|93.44\|88.26\|123823;2026-07-21\|96.12\|3.86\|91.85\|96.94\|91.85\|112551;2026-07-22\|91.60\|-4.70\|94.60\|95.68\|90.60\|108122;2026-07-23\|90.00\|-1.75\|91.60\|92.30\|88.04\|80018;2026-07-24\|91.08\|1.20\|88.50\|93.80\|88.07\|89545;2026-07-27\|95.95\|5.35\|91.08\|96.70\|89.47\|94330;2026-07-28\|92.30\|-3.80\|94.11\|94.89\|91.67\|68236;2026-07-29\|95.82\|3.81\|92.62\|96.66\|92.01\|97433;2026-07-30\|92.06\|-3.92\|95.00\|96.30\|91.24\|88971;2026-07-31\|92.03\|-0.03\|95.50\|96.83\|91.67\|101016;2026-08-03\|90.46\|-1.71\|91.51\|92.03\|89.22\|85364;2026-08-04\|89.91\|-0.61\|90.89\|91.42\|88.50\|79627;2026-08-05\|90.50\|0.66\|89.56\|91.73\|88.88\|99959;2026-08-06\|91.45\|1.05\|89.60\|91.50\|88.31\|89913;2026-08-07\|93.89\|2.67\|91.21\|94.47\|90.22\|100243;2026-08-10\|96.40\|2.67\|93.89\|96.71\|91.38\|93537;2026-08-11\|99.25\|2.96\|94.65\|99.88\|94.51\|96329;2026-08-12\|98.49\|-0.77\|98.21\|99.88\|97.26\|55259;2026-08-13\|96.99\|-1.52\|98.99\|101.60\|96.99\|75744;2026-08-14\|97.31\|0.33\|97.02\|99.59\|96.70\|50424;2026-08-17\|101.37\|4.17\|97.38\|101.65\|97.00\|88371;2026-08-18\|99.84\|-1.51\|100.99\|102.48\|98.80\|69999;2026-08-19\|94.58\|-5.27\|98.68\|99.00\|94.17\|91526;2026-08-20\|97.30\|2.88\|95.08\|100.15\|94.58\|67255;2026-08-21\|98.00\|0.72\|97.16\|99.36\|96.32\|49100;2026-08-24\|96.78\|-1.24\|97.97\|98.80\|94.40\|58189;2026-08-25\|99.20\|2.50\|96.50\|100.15\|95.23\|55899;2026-08-26\|97.81\|-1.40\|99.98\|99.98\|97.56\|45746;2026-08-27\|99.38\|1.61\|99.01\|100.10\|98.10\|57544;2026-08-28\|97.97\|-1.42\|99.22\|100.34\|97.88\|48723;2026-08-31\|99.30\|1.36\|96.85\|99.50\|96.01\|47552;2026-09-01\|96.80\|-2.52\|98.51\|99.50\|95.61\|49007;2026-09-02\|94.30\|-2.58\|95.88\|96.49\|94.20\|53144;2026-09-03\|93.33\|-1.03\|94.80\|95.12\|91.90\|45144;2026-09-04\|92.97\|-0.39\|93.70\|95.56\|92.48\|38412;2026-09-07\|92.38\|-0.63\|93.55\|93.81\|92.09\|51315;2026-09-08\|91.75\|-0.68\|92.28\|92.48\|90.00\|44204;2026-09-09\|92.51\|0.83\|92.26\|94.78\|91.42\|35677;2026-09-10\|91.40\|-1.20\|92.25\|92.41\|90.78\|27457;2026-09-11\|92.53\|1.24\|91.98\|92.77\|89.33\|41180
117899	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：昂瑞微因美团万亿参数大模型带动AI终端通信模块升级而涨停，公司作为射频前端芯片设计商，产品广泛应用于手机、物联网及AI终端无线连接场景；涨停缘由：美团大模型推动AI终端设备爆发，对高速低功耗无线通信能力提出更高要求；公司射频开关、LNA、PA等产品已批量应用于主流手机品牌；2025年12月上市后资本实力增强，研发投入持续加码；资金逻辑：国产射频芯片标的受AI终端通信需求提振，昂瑞微作为次新股弹性较大，资金博弈活跃；风险提示：射频前端市场集中度高，国际巨头竞争压力大；公司营收规模较小，抗风险能力有限	2025-12上市	2026-05-08\|152.74\|3.93\|146.00\|153.86\|144.21\|15976;2026-05-11\|158.72\|3.92\|153.01\|160.99\|151.21\|21339;2026-05-12\|153.66\|-3.19\|158.00\|158.00\|151.58\|13837;2026-05-13\|155.00\|0.87\|152.00\|157.99\|149.00\|16094;2026-05-14\|162.62\|4.92\|155.00\|165.99\|151.00\|23197;2026-05-15\|157.08\|-3.41\|160.00\|165.00\|154.10\|17592;2026-05-18\|157.79\|0.45\|156.02\|161.89\|155.00\|12306;2026-05-19\|159.77\|1.25\|158.29\|160.80\|154.13\|12063;2026-05-20\|161.20\|0.90\|159.00\|164.89\|157.28\|13990;2026-05-21\|149.30\|-7.38\|161.50\|162.96\|147.93\|17597;2026-05-22\|150.79\|1.00\|148.30\|151.38\|146.00\|9759;2026-05-25\|153.79\|1.99\|151.00\|154.95\|148.99\|9071;2026-05-26\|147.30\|-4.22\|152.66\|153.13\|143.00\|12089;2026-05-27\|144.09\|-2.18\|147.45\|152.00\|143.07\|7718;2026-05-28\|141.98\|-1.46\|143.02\|143.80\|140.00\|7125;2026-05-29\|132.20\|-6.89\|142.31\|142.90\|130.00\|12679;2026-06-01\|126.57\|-4.26\|132.15\|132.18\|126.36\|7694;2026-06-02\|124.20\|-1.87\|126.50\|126.92\|121.00\|6072;2026-06-03\|127.60\|2.74\|124.26\|129.88\|124.19\|6793;2026-06-04\|124.57\|-2.37\|127.00\|127.00\|123.01\|4018;2026-06-05\|124.60\|0.02\|124.28\|127.23\|120.10\|5883;2026-06-08\|116.20\|-6.74\|120.17\|120.17\|116.00\|6120;2026-06-09\|120.32\|3.55\|118.79\|120.88\|116.30\|4550;2026-06-10\|117.76\|-2.13\|119.23\|122.99\|116.69\|4840;2026-06-11\|117.02\|-0.63\|116.06\|119.12\|115.27\|4243;2026-06-12\|121.90\|4.17\|118.50\|127.39\|118.50\|8355;2026-06-15\|124.87\|2.44\|123.00\|125.87\|120.90\|6387;2026-06-16\|126.15\|1.03\|123.40\|126.56\|120.60\|9750;2026-06-17\|129.05\|2.30\|123.99\|130.89\|123.82\|8514;2026-06-18\|133.51\|3.46\|128.99\|135.60\|128.02\|9466;2026-06-22\|127.70\|-4.35\|133.58\|133.98\|124.11\|10213;2026-06-23\|129.76\|1.61\|127.94\|133.80\|126.45\|7895;2026-06-24\|130.35\|0.45\|128.00\|130.88\|125.10\|7278;2026-06-25\|125.86\|-3.44\|130.43\|131.32\|124.50\|7898;2026-06-26\|120.60\|-4.18\|124.11\|125.30\|119.60\|8373;2026-06-29\|121.20\|0.50\|120.26\|124.44\|116.11\|8461;2026-06-30\|133.83\|10.42\|120.44\|137.50\|120.44\|17084;2026-07-01\|133.90\|0.05\|135.12\|139.43\|132.23\|11966;2026-07-02\|129.23\|-3.49\|131.00\|136.28\|129.10\|10198;2026-07-03\|125.44\|-2.93\|132.00\|132.00\|125.24\|9039;2026-07-06\|126.81\|1.09\|126.00\|129.99\|120.50\|9967;2026-07-07\|126.60\|-0.17\|126.01\|130.54\|124.70\|8398;2026-07-08\|123.78\|-2.23\|127.00\|127.48\|121.25\|7602;2026-07-09\|130.10\|5.11\|123.00\|131.36\|121.56\|12285;2026-07-10\|127.68\|-1.86\|129.65\|132.00\|127.27\|12196;2026-07-13\|121.06\|-5.18\|127.67\|127.80\|121.00\|8583;2026-07-14\|117.30\|-3.11\|121.06\|123.18\|114.50\|7812;2026-07-15\|113.69\|-3.08\|117.38\|118.20\|113.33\|4967;2026-07-16\|109.54\|-3.65\|112.30\|113.95\|108.39\|4588;2026-07-17\|98.87\|-9.74\|109.54\|109.99\|98.87\|7205;2026-07-20\|90.63\|-8.33\|99.99\|100.54\|88.85\|6726;2026-07-21\|94.02\|3.74\|90.83\|94.99\|85.11\|6371;2026-07-22\|91.36\|-2.83\|93.10\|94.80\|91.07\|4807;2026-07-23\|90.30\|-1.16\|92.00\|92.29\|89.06\|3867;2026-07-24\|88.29\|-2.23\|89.68\|91.00\|88.08\|3411;2026-07-27\|90.39\|2.38\|88.29\|90.43\|86.37\|3063;2026-07-28\|87.41\|-3.30\|89.00\|90.99\|87.00\|3196;2026-07-29\|88.95\|1.76\|87.00\|89.17\|86.50\|2900;2026-07-30\|86.55\|-2.70\|88.00\|89.17\|86.22\|3696;2026-07-31\|89.00\|2.83\|90.08\|91.88\|88.80\|4786;2026-08-03\|93.31\|4.84\|89.00\|94.89\|88.18\|4893;2026-08-04\|94.90\|1.70\|92.41\|95.68\|92.41\|4805;2026-08-05\|95.65\|0.79\|95.45\|96.66\|94.61\|4847;2026-08-06\|94.88\|-0.81\|94.90\|96.30\|93.98\|3561;2026-08-07\|96.15\|1.34\|95.57\|96.28\|93.20\|4739;2026-08-10\|96.87\|0.75\|96.91\|97.86\|95.15\|3665;2026-08-11\|97.25\|0.39\|96.87\|97.99\|94.92\|3697;2026-08-12\|99.50\|2.31\|97.25\|100.99\|97.25\|3915;2026-08-13\|98.00\|-1.51\|101.80\|101.80\|98.00\|4230;2026-08-14\|105.46\|7.61\|98.00\|109.20\|96.96\|8748;2026-08-17\|104.10\|-1.29\|105.25\|105.25\|102.37\|6579;2026-08-18\|102.60\|-1.44\|104.55\|105.57\|101.10\|4832;2026-08-19\|96.59\|-5.86\|100.01\|102.01\|96.11\|3928;2026-08-20\|96.76\|0.18\|96.59\|98.25\|96.01\|2798;2026-08-21\|96.27\|-0.51\|96.50\|97.33\|95.22\|2177;2026-08-24\|93.99\|-2.37\|97.80\|97.80\|93.39\|2683;2026-08-25\|95.19\|1.28\|92.15\|95.98\|92.11\|2204;2026-08-26\|95.08\|-0.12\|96.54\|96.96\|94.49\|2400;2026-08-27\|114.10\|20.00\|103.88\|114.10\|103.88\|18737;2026-08-28\|112.82\|-1.12\|110.00\|124.02\|110.00\|23433;2026-08-31\|117.70\|4.33\|111.88\|118.88\|109.67\|13377;2026-09-01\|113.50\|-3.57\|115.99\|116.98\|113.01\|10114;2026-09-02\|110.22\|-2.89\|110.00\|113.33\|109.70\|7069;2026-09-03\|107.50\|-2.47\|112.00\|113.00\|107.11\|6186;2026-09-04\|105.98\|-1.41\|109.00\|111.50\|105.71\|7262;2026-09-07\|107.42\|1.36\|106.01\|108.88\|106.01\|6433;2026-09-08\|105.00\|-2.25\|107.42\|107.42\|104.06\|6883;2026-09-09\|101.30\|-3.52\|106.00\|107.88\|100.25\|9042;2026-09-10\|98.89\|-2.38\|100.37\|101.29\|98.50\|5283;2026-09-11\|97.05\|-1.86\|97.00\|98.51\|95.01\|5300
117898	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：龙迅股份因美团大模型依赖国产高速互连芯片而涨停，公司专注高清视频桥接及高速信号传输芯片，产品可应用于AI服务器GPU间高速互联及AI终端视频处理；涨停缘由：美团万亿参数大模型训练与推理依赖高速数据传输，公司高速SerDes、DisplayPort/HDMI桥接芯片适配AI服务器与终端需求；AI视频生成与处理带动高清视频接口芯片用量提升；国产替代趋势下客户导入进度加快；资金逻辑：高速接口芯片作为AI算力基础设施关键环节获资金关注，龙迅股份技术壁垒较高，估值弹性突出；风险提示：AI服务器客户认证周期长，实际订单落地存在时滞；行业技术迭代快，研发投入压力大	公司专注于高速混合信号芯片，产品主要可分为高清视频桥接及处理芯片与高速信号传输芯片	2026-05-08\|81.67\|0.21\|81.01\|81.98\|79.50\|31299;2026-05-11\|83.70\|2.49\|82.48\|84.37\|81.91\|44359;2026-05-12\|83.28\|-0.50\|84.20\|84.70\|81.76\|28551;2026-05-13\|83.10\|-0.22\|82.54\|83.32\|81.51\|26170;2026-05-14\|83.70\|0.72\|83.51\|85.79\|83.00\|31134;2026-05-15\|86.89\|3.81\|84.06\|89.84\|83.95\|49842;2026-05-18\|86.87\|-0.02\|85.30\|88.15\|85.30\|35112;2026-05-19\|88.34\|1.69\|86.07\|88.56\|83.21\|37970;2026-05-20\|90.41\|2.34\|87.50\|90.68\|87.38\|29281;2026-05-21\|84.48\|-6.56\|92.30\|92.58\|84.25\|44353;2026-05-22\|86.85\|2.81\|86.00\|87.68\|84.30\|34228;2026-05-25\|89.78\|3.37\|88.30\|91.88\|85.64\|34435;2026-05-26\|83.30\|-7.22\|88.81\|89.57\|82.58\|64761;2026-05-27\|81.38\|-2.30\|84.00\|85.60\|80.27\|53840;2026-05-28\|80.29\|-1.34\|80.95\|81.36\|78.62\|47637;2026-05-29\|73.86\|-8.01\|81.36\|82.32\|73.43\|57082;2026-06-01\|69.50\|-5.90\|74.88\|75.00\|69.33\|43465;2026-06-02\|69.90\|0.58\|69.98\|70.32\|67.59\|40985;2026-06-03\|72.71\|4.02\|71.55\|77.37\|71.00\|60848;2026-06-04\|73.86\|1.58\|71.86\|75.21\|70.80\|40252;2026-06-05\|74.48\|0.84\|73.50\|76.85\|72.15\|38731;2026-06-08\|70.17\|-5.79\|71.73\|73.59\|69.71\|36960;2026-06-09\|72.38\|3.15\|71.36\|72.66\|70.61\|32188;2026-06-10\|69.83\|-3.52\|70.20\|72.82\|69.61\|33920;2026-06-11\|72.00\|3.11\|69.74\|74.32\|69.22\|46290;2026-06-12\|71.63\|-0.51\|73.38\|74.50\|70.96\|39587;2026-06-15\|52.25\|3.61\|50.33\|53.20\|49.41\|63410;2026-06-16\|53.48\|2.35\|52.90\|53.99\|52.02\|56296;2026-06-17\|53.65\|0.32\|52.99\|54.15\|52.20\|50294;2026-06-18\|56.79\|5.85\|54.88\|57.78\|54.11\|81207;2026-06-22\|54.49\|-4.05\|57.68\|58.18\|52.73\|94050;2026-06-23\|57.00\|4.61\|54.40\|58.55\|53.21\|87654;2026-06-24\|56.60\|-0.70\|56.96\|57.21\|54.46\|65525;2026-06-25\|56.39\|-0.37\|57.60\|58.50\|55.07\|66102;2026-06-26\|58.30\|3.39\|56.00\|61.19\|55.10\|96080;2026-06-29\|57.54\|-1.30\|58.50\|59.77\|55.20\|92608;2026-06-30\|63.58\|10.50\|57.46\|64.38\|57.27\|105290;2026-07-01\|64.39\|1.27\|64.32\|67.50\|62.57\|100878;2026-07-02\|63.85\|-0.84\|62.98\|68.28\|61.66\|92596;2026-07-03\|61.87\|-3.10\|64.17\|65.36\|61.36\|72671;2026-07-06\|60.18\|-2.73\|62.27\|62.73\|58.58\|66875;2026-07-07\|60.60\|0.70\|59.59\|62.20\|58.90\|61018;2026-07-08\|60.89\|0.48\|60.22\|63.08\|57.00\|72970;2026-07-09\|61.32\|0.71\|62.01\|62.33\|58.73\|64318;2026-07-10\|58.24\|-5.02\|61.61\|63.54\|58.01\|70042;2026-07-13\|54.59\|-6.27\|57.03\|59.66\|54.44\|60992;2026-07-14\|52.63\|-3.59\|54.44\|55.26\|50.41\|62064;2026-07-15\|51.37\|-2.39\|52.73\|54.24\|50.25\|62622;2026-07-16\|48.15\|-6.27\|50.60\|53.12\|47.80\|73943;2026-07-17\|41.88\|-13.02\|47.90\|48.15\|41.75\|75780;2026-07-20\|39.09\|-6.66\|42.72\|43.40\|37.63\|87688;2026-07-21\|43.48\|11.23\|39.26\|43.55\|37.88\|91286;2026-07-22\|45.07\|3.66\|43.22\|46.55\|42.71\|87846;2026-07-23\|45.36\|0.64\|45.07\|46.48\|43.88\|59461;2026-07-24\|43.49\|-4.12\|44.00\|45.93\|43.38\|47811;2026-07-27\|43.60\|0.25\|43.50\|44.04\|41.90\|51480;2026-07-28\|42.06\|-3.53\|42.68\|43.62\|41.70\|41283;2026-07-29\|42.88\|1.95\|42.06\|43.09\|41.01\|50628;2026-07-30\|40.60\|-5.32\|42.60\|42.78\|39.50\|51381;2026-07-31\|42.13\|3.77\|42.50\|44.45\|42.13\|53574;2026-08-03\|42.25\|0.28\|41.90\|42.87\|41.43\|40046;2026-08-04\|44.68\|5.75\|42.39\|45.69\|42.33\|45066;2026-08-05\|45.48\|1.79\|44.33\|46.10\|44.03\|47852;2026-08-06\|45.26\|-0.48\|44.62\|46.07\|44.39\|34946;2026-08-07\|46.50\|2.74\|45.21\|46.52\|44.58\|49492;2026-08-10\|45.10\|-3.01\|46.51\|46.82\|44.44\|39759;2026-08-11\|44.77\|-0.73\|45.06\|45.65\|44.31\|30716;2026-08-12\|45.38\|1.36\|44.78\|45.88\|44.64\|29134;2026-08-13\|44.05\|-2.93\|45.90\|46.68\|44.00\|71702;2026-08-14\|44.33\|0.64\|44.70\|44.90\|43.40\|33763;2026-08-17\|46.92\|5.84\|44.32\|47.08\|44.06\|59755;2026-08-18\|47.54\|1.32\|46.80\|47.74\|45.95\|44676;2026-08-19\|43.37\|-8.77\|46.35\|46.95\|42.99\|57229;2026-08-20\|44.21\|1.94\|43.69\|45.17\|43.00\|31431;2026-08-21\|45.42\|2.74\|43.58\|45.73\|43.36\|40464;2026-08-24\|43.08\|-5.15\|45.10\|45.24\|42.28\|47328;2026-08-25\|42.92\|-0.37\|42.65\|43.14\|41.21\|40702;2026-08-26\|41.40\|-3.54\|42.63\|42.81\|41.00\|39584;2026-08-27\|43.04\|3.96\|41.58\|43.05\|41.40\|37928;2026-08-28\|41.63\|-3.28\|42.81\|43.80\|41.56\|40607;2026-08-31\|43.05\|3.41\|40.98\|43.09\|40.51\|39793;2026-09-01\|42.05\|-2.32\|42.70\|43.89\|41.82\|29452;2026-09-02\|41.30\|-1.78\|41.91\|41.91\|40.92\|28899;2026-09-03\|41.09\|-0.51\|41.50\|41.93\|40.44\|27630;2026-09-04\|40.47\|-1.51\|41.50\|42.16\|39.98\|29855;2026-09-07\|40.70\|0.57\|41.00\|41.11\|39.97\|32759;2026-09-08\|40.14\|-1.38\|40.68\|41.48\|40.01\|27252;2026-09-09\|42.12\|4.93\|40.32\|42.65\|40.10\|46659;2026-09-10\|42.75\|1.50\|42.25\|42.99\|40.99\|60872;2026-09-11\|41.73\|-2.39\|41.55\|43.19\|40.53\|51844

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