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
117847	美团发布基于国产算力训练的万亿参数大模型	先进封装+UTG折叠屏贴合+京东方订单+AMOLED 行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月12日投资者关系活动记录表，公司围绕先进封装制程及第三代半导体相关设备方向持续开展技术研发与市场前瞻布局，部分半导体封测设备已实现小批量订单落地及客户导入；据2025年年度报告，公司已完成高精度显示芯片倒装键合机等设备研发并形成销售订单。 2、据2026年5月12日投资者关系活动记录表，公司是全球少数掌握UTG超薄柔性玻璃高精度真空贴合全链路技术的企业，相关设备已向行业头部客户批量出货；据2026年5月27日互动易，公司折叠屏UTG超薄柔性玻璃贴附设备已实现批量出货。 3、据2026年5月12日投资者关系活动记录表，公司推出的AMOLED G8.6代中前段工艺贴膜设备打破国外技术垄断，已中标京东方8.6代AMOLED产线大额订单；据2026年6月1日互动易，公司与京东方存在业务合作关系。	公司围绕先进封装制程及第三代半导体相关设备方向持续开展技术研发与市场前瞻布局，部分半导体封测设备已实现小批量订单落地及客户导入	2026-05-08\|34.93\|0.87\|34.30\|35.11\|34.21\|80323;2026-05-11\|34.95\|0.06\|34.92\|35.24\|34.42\|81182;2026-05-12\|34.76\|-0.54\|34.92\|35.34\|34.21\|77434;2026-05-13\|35.43\|1.93\|34.42\|35.61\|34.22\|86996;2026-05-14\|34.34\|-3.08\|35.33\|35.39\|34.34\|77595;2026-05-15\|34.77\|1.25\|34.34\|35.79\|34.05\|110805;2026-05-18\|35.28\|1.47\|34.78\|35.60\|34.46\|90234;2026-05-19\|36.55\|3.60\|34.93\|37.19\|34.50\|145306;2026-05-20\|37.10\|1.50\|36.46\|37.66\|36.18\|134114;2026-05-21\|34.84\|-6.09\|38.45\|40.83\|34.62\|241508;2026-05-22\|35.91\|3.07\|35.19\|36.16\|34.03\|160525;2026-05-25\|37.40\|4.15\|35.77\|37.48\|35.17\|158327;2026-05-26\|36.24\|-3.10\|36.99\|37.10\|35.50\|103112;2026-05-27\|34.76\|-4.08\|36.31\|36.62\|34.42\|103926;2026-05-28\|36.52\|5.06\|35.49\|37.80\|35.39\|153365;2026-05-29\|33.15\|-8.98\|36.17\|36.42\|32.80\|164829;2026-06-01\|33.74\|1.78\|32.71\|34.29\|32.64\|96445;2026-06-02\|34.60\|2.55\|33.53\|35.73\|33.53\|112856;2026-06-03\|33.50\|-3.18\|34.47\|35.04\|33.02\|102838;2026-06-04\|34.18\|2.03\|33.02\|34.49\|32.75\|98322;2026-06-05\|36.12\|5.68\|34.00\|37.36\|32.90\|197486;2026-06-08\|35.80\|-0.89\|34.90\|37.99\|34.87\|163600;2026-06-09\|36.40\|1.68\|36.44\|36.60\|35.01\|142611;2026-06-10\|35.92\|-1.32\|35.67\|37.19\|35.64\|146108;2026-06-11\|34.60\|-3.67\|35.68\|36.21\|34.09\|114574;2026-06-12\|32.88\|-4.97\|35.27\|36.95\|32.44\|165782;2026-06-15\|35.46\|7.85\|33.33\|35.58\|33.33\|167280;2026-06-16\|37.21\|4.94\|35.12\|37.80\|34.86\|160165;2026-06-17\|38.19\|2.63\|36.73\|38.66\|36.51\|146231;2026-06-18\|37.56\|-1.65\|37.80\|38.20\|37.20\|109297;2026-06-22\|38.38\|2.18\|38.57\|41.68\|37.15\|208856;2026-06-23\|37.75\|-1.64\|38.40\|39.37\|37.40\|123028;2026-06-24\|37.47\|-0.74\|37.19\|37.87\|36.35\|107612;2026-06-25\|37.85\|1.01\|38.04\|39.50\|35.95\|151556;2026-06-26\|39.28\|3.78\|38.25\|41.17\|36.64\|244167;2026-06-29\|38.50\|-1.99\|39.00\|41.41\|36.66\|238687;2026-06-30\|46.20\|20.00\|40.06\|46.20\|40.06\|194225;2026-07-01\|43.17\|-6.56\|47.54\|48.20\|42.65\|412937;2026-07-02\|41.88\|-2.99\|41.71\|44.80\|40.04\|319450;2026-07-03\|41.49\|-0.93\|42.55\|43.50\|40.05\|268706;2026-07-06\|36.95\|-10.94\|41.00\|41.66\|36.83\|216750;2026-07-07\|35.15\|-4.87\|36.48\|37.25\|34.68\|151484;2026-07-08\|32.96\|-6.23\|34.87\|35.40\|32.78\|142648;2026-07-09\|33.50\|1.64\|33.55\|34.10\|31.64\|144299;2026-07-10\|32.32\|-3.52\|33.83\|34.38\|32.30\|140609;2026-07-13\|28.80\|-10.89\|31.72\|32.00\|28.53\|128586;2026-07-14\|29.60\|2.78\|29.02\|29.76\|28.21\|85565;2026-07-15\|28.15\|-4.90\|29.60\|29.70\|28.00\|85078;2026-07-16\|28.00\|-0.53\|27.99\|28.87\|27.56\|70451;2026-07-17\|26.13\|-6.68\|27.91\|28.00\|26.00\|83587;2026-07-20\|24.33\|-6.89\|26.71\|26.85\|23.78\|80036;2026-07-21\|25.65\|5.43\|24.52\|25.78\|22.50\|102155;2026-07-22\|24.77\|-3.43\|25.23\|25.77\|24.63\|65340;2026-07-23\|25.20\|1.74\|24.94\|25.30\|24.30\|51957;2026-07-24\|24.89\|-1.23\|24.90\|25.63\|24.68\|59242;2026-07-27\|25.71\|3.29\|24.88\|25.99\|24.35\|59155;2026-07-28\|26.37\|2.57\|26.05\|27.22\|26.00\|98343;2026-07-29\|27.01\|2.43\|26.19\|27.04\|25.30\|90193;2026-07-30\|25.45\|-5.78\|26.51\|26.80\|25.21\|75859;2026-07-31\|25.93\|1.89\|26.35\|26.82\|25.78\|81413;2026-08-03\|26.39\|1.77\|25.80\|26.61\|25.48\|50489;2026-08-04\|27.14\|2.84\|26.36\|27.18\|26.20\|64063;2026-08-05\|27.89\|2.76\|27.00\|28.15\|26.80\|81015;2026-08-06\|28.10\|0.75\|27.73\|28.40\|27.43\|67241;2026-08-07\|28.68\|2.06\|28.01\|28.70\|27.47\|74050;2026-08-10\|28.65\|-0.10\|28.69\|29.05\|27.85\|67379;2026-08-11\|28.40\|-0.87\|28.26\|28.85\|28.19\|46531;2026-08-12\|28.85\|1.58\|28.33\|29.05\|28.33\|59152;2026-08-13\|28.33\|-1.80\|29.13\|29.22\|28.28\|59855;2026-08-14\|29.46\|3.99\|28.50\|29.46\|28.40\|83226;2026-08-17\|30.01\|1.87\|29.65\|30.48\|29.18\|86990;2026-08-18\|30.30\|0.97\|29.85\|30.38\|29.27\|81229;2026-08-19\|28.68\|-5.35\|29.70\|29.98\|28.31\|80259;2026-08-20\|32.21\|12.31\|29.15\|32.70\|28.56\|234962;2026-08-21\|34.08\|5.81\|31.21\|34.48\|31.21\|249128;2026-08-24\|34.20\|0.35\|33.90\|34.96\|33.38\|191292;2026-08-25\|33.60\|-1.75\|33.79\|34.17\|31.38\|172258;2026-08-26\|31.50\|-6.25\|34.01\|34.25\|31.06\|196332;2026-08-27\|30.79\|-2.25\|31.04\|31.47\|30.31\|138760;2026-08-28\|30.85\|0.19\|30.70\|32.09\|30.53\|126173;2026-08-31\|31.60\|2.43\|30.01\|32.82\|29.85\|152810;2026-09-01\|30.58\|-3.23\|31.51\|31.55\|30.30\|96282;2026-09-02\|30.00\|-1.90\|30.30\|30.60\|29.90\|69834;2026-09-03\|29.14\|-2.87\|30.28\|30.30\|29.00\|97630;2026-09-04\|28.06\|-3.71\|29.31\|29.48\|27.75\|103464;2026-09-07\|29.24\|4.21\|28.16\|29.43\|28.10\|79040;2026-09-08\|27.96\|-4.38\|29.06\|29.49\|27.94\|79234;2026-09-09\|27.43\|-1.90\|27.98\|28.27\|27.33\|63246;2026-09-10\|26.59\|-3.06\|27.30\|27.43\|26.56\|69732;2026-09-11\|26.29\|-1.13\|26.18\|26.52\|25.48\|60927
117846	美团发布基于国产算力训练的万亿参数大模型	光刻胶+拟收购金张科技+合肥国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月30日公告，公司披露了发行股份及支付现金购买金张科技58.33%股权的重组报告书修订稿，交易对价6.999亿元；据2026年6月2日互动易，深交所已恢复审核，公司全力推进本次并购。标的公司是电子制程精密功能膜领域少数具备批量供货能力的厂商，已向维信诺、无锡三星等头部厂商批量供货。 2、据2025年年报，公司光敏聚酰亚胺PSPI光刻胶处于实验室阶段，与中国科大先研院共建联合实验室协同研发；据2026年6月2日互动易，产品技术壁垒高、工艺难度大，产业化落地需要合理周期。 3、据公司年报及公开信息，公司实控人为合肥市人民政府国有资产监督管理委员会，是合肥国资旗下新材料上市平台，主业涵盖双向拉伸聚丙烯薄膜及聚酰亚胺薄膜，并向电子信息用膜及芯屏材料转型。	公司半导体封装用光敏聚酰亚胺（PSPI）光刻胶研发取得阶段性成果，目前已处于实验室送样检测阶段	2026-05-08\|9.29\|0.22\|9.23\|9.32\|9.14\|248355;2026-05-11\|9.43\|1.51\|9.31\|9.54\|9.25\|339903;2026-05-12\|9.28\|-1.59\|9.36\|9.40\|9.11\|277914;2026-05-13\|9.43\|1.62\|9.20\|9.48\|9.14\|303008;2026-05-14\|9.22\|-2.23\|9.43\|9.54\|9.21\|284595;2026-05-15\|9.11\|-1.19\|9.38\|9.41\|9.00\|376468;2026-05-18\|9.71\|6.59\|9.35\|10.00\|9.12\|944439;2026-05-19\|9.57\|-1.44\|9.40\|9.77\|9.39\|582993;2026-05-20\|10.53\|10.03\|9.48\|10.53\|9.45\|923016;2026-05-21\|10.34\|-1.80\|10.60\|10.89\|10.20\|1541432;2026-05-22\|10.82\|4.64\|10.50\|10.85\|10.30\|1042459;2026-05-25\|11.19\|3.42\|10.70\|11.69\|10.66\|1231265;2026-05-26\|10.41\|-6.97\|10.99\|11.00\|10.08\|961145;2026-05-27\|9.74\|-6.44\|10.20\|10.50\|9.70\|676460;2026-05-28\|10.71\|9.96\|9.74\|10.71\|9.65\|779121;2026-05-29\|10.78\|0.65\|10.70\|11.40\|10.51\|1302218;2026-06-01\|10.53\|-2.32\|10.65\|10.89\|10.43\|730287;2026-06-02\|10.32\|-1.99\|10.45\|10.51\|10.09\|554312;2026-06-03\|10.06\|-2.52\|10.29\|10.52\|9.90\|644771;2026-06-04\|10.45\|3.88\|9.96\|10.70\|9.76\|757785;2026-06-05\|10.75\|2.87\|10.15\|10.96\|9.92\|930223;2026-06-08\|10.47\|-2.60\|10.33\|10.68\|10.27\|532213;2026-06-09\|11.17\|6.69\|10.62\|11.17\|10.55\|944444;2026-06-10\|11.37\|1.79\|10.90\|12.19\|10.86\|1378214;2026-06-11\|11.51\|1.23\|11.00\|11.73\|10.90\|1089718;2026-06-12\|10.76\|-6.52\|11.55\|11.80\|10.71\|995122;2026-06-15\|11.13\|3.44\|10.99\|11.18\|10.76\|641090;2026-06-16\|11.60\|4.22\|11.01\|12.10\|10.94\|954422;2026-06-17\|11.84\|2.07\|11.40\|11.90\|11.35\|947869;2026-06-18\|11.41\|-3.63\|11.63\|11.93\|11.40\|697083;2026-06-22\|11.27\|-1.23\|11.30\|11.44\|10.87\|606021;2026-06-23\|12.01\|6.57\|11.36\|12.13\|11.29\|1173771;2026-06-24\|11.95\|-0.50\|11.81\|12.11\|11.42\|839060;2026-06-25\|11.25\|-5.86\|11.85\|11.85\|11.07\|797990;2026-06-26\|10.13\|-9.96\|11.08\|11.09\|10.13\|802298;2026-06-29\|9.12\|-9.97\|9.70\|9.85\|9.12\|679282;2026-06-30\|10.03\|9.98\|9.41\|10.03\|9.28\|311881;2026-07-01\|10.44\|4.09\|10.27\|10.70\|10.23\|736462;2026-07-02\|9.93\|-4.89\|10.30\|10.42\|9.91\|562000;2026-07-03\|9.51\|-4.23\|10.00\|10.12\|9.51\|433535;2026-07-06\|9.30\|-2.21\|9.59\|9.66\|9.08\|424448;2026-07-07\|9.00\|-3.23\|9.31\|9.39\|8.95\|340910;2026-07-08\|8.46\|-6.00\|9.00\|9.02\|8.44\|378985;2026-07-09\|8.64\|2.13\|8.51\|8.73\|8.18\|375940;2026-07-10\|8.62\|-0.23\|8.66\|8.88\|8.61\|360932;2026-07-13\|7.97\|-7.54\|8.59\|8.59\|7.96\|304432;2026-07-14\|8.06\|1.13\|7.90\|8.11\|7.72\|244670;2026-07-15\|7.92\|-1.74\|8.07\|8.17\|7.83\|206851;2026-07-16\|8.10\|2.27\|7.85\|8.29\|7.73\|310446;2026-07-17\|7.65\|-5.56\|8.02\|8.10\|7.56\|299866;2026-07-20\|6.98\|-8.76\|7.76\|7.80\|6.89\|392442;2026-07-21\|7.25\|3.87\|7.03\|7.26\|6.40\|404972;2026-07-22\|7.18\|-0.97\|7.20\|7.42\|7.05\|295782;2026-07-23\|7.23\|0.70\|7.12\|7.27\|7.08\|227207;2026-07-24\|7.27\|0.55\|7.16\|7.30\|7.08\|239908;2026-07-27\|7.67\|5.50\|7.27\|7.68\|7.19\|334928;2026-07-28\|8.44\|10.04\|7.96\|8.44\|7.89\|339310;2026-07-29\|7.87\|-6.75\|8.30\|8.30\|7.66\|620241;2026-07-30\|8.37\|6.35\|7.76\|8.66\|7.71\|774794;2026-07-31\|8.28\|-1.08\|8.20\|8.78\|8.20\|664123;2026-08-03\|8.27\|-0.12\|8.21\|8.41\|7.92\|447338;2026-08-04\|8.36\|1.09\|8.30\|8.37\|8.15\|414106;2026-08-05\|8.63\|3.23\|8.32\|8.78\|8.28\|558653;2026-08-06\|8.91\|3.24\|8.50\|9.30\|8.42\|691667;2026-08-07\|8.66\|-2.81\|8.75\|8.85\|8.50\|496557;2026-08-10\|9.53\|10.05\|8.66\|9.53\|8.40\|723759;2026-08-11\|10.48\|9.97\|9.56\|10.48\|9.53\|1253214;2026-08-12\|10.20\|-2.67\|10.38\|10.53\|9.99\|1546001;2026-08-13\|9.76\|-4.31\|10.31\|10.37\|9.74\|1061019;2026-08-14\|9.65\|-1.13\|9.76\|9.93\|9.50\|629578;2026-08-17\|9.71\|0.62\|9.66\|9.75\|9.51\|635415;2026-08-18\|9.33\|-3.91\|9.62\|9.68\|9.28\|626585;2026-08-19\|8.89\|-4.72\|9.05\|9.24\|8.89\|430883;2026-08-20\|8.83\|-0.67\|9.06\|9.10\|8.78\|327364;2026-08-21\|8.87\|0.45\|8.83\|8.93\|8.65\|249793;2026-08-24\|8.67\|-2.25\|8.90\|8.94\|8.55\|253748;2026-08-25\|8.68\|0.12\|8.55\|8.74\|8.46\|243677;2026-08-26\|8.72\|0.46\|8.68\|8.75\|8.61\|198816;2026-08-27\|8.89\|1.95\|8.74\|8.96\|8.68\|387681;2026-08-28\|9.05\|1.80\|8.90\|9.33\|8.85\|560679;2026-08-31\|8.95\|-1.10\|8.88\|8.96\|8.75\|327128;2026-09-01\|9.22\|3.02\|9.05\|9.39\|8.93\|537740;2026-09-02\|8.85\|-4.01\|9.04\|9.09\|8.83\|339568;2026-09-03\|8.91\|0.68\|8.89\|9.18\|8.85\|288506;2026-09-04\|8.95\|0.45\|8.89\|9.06\|8.85\|294663;2026-09-07\|8.90\|-0.56\|8.95\|8.99\|8.88\|206876;2026-09-08\|8.92\|0.22\|8.87\|9.13\|8.83\|271453;2026-09-09\|8.67\|-2.80\|8.89\|9.09\|8.61\|323791;2026-09-10\|8.62\|-0.58\|8.61\|8.84\|8.55\|208120;2026-09-11\|8.86\|2.78\|8.57\|8.91\|8.48\|385051
117845	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：大股东长江产业集团持续赋能，子公司万润半导体聚焦存储器研发，受益于全球存储龙头股价创新高及国产替代提速；涨停缘由：公司原因： 1、实际控制人长江产业投资集团为湖北省属国资平台，具备资源整合与政策支持优势； 2、万润半导体专注NAND/NOR闪存设计与封测，部分产品已导入信创终端供应链； 3、全球存储价格企稳回升，行业库存去化接近尾声，周期拐点预期强化；资金逻辑：深股通持股量近5日环比增12.7%，融资余额单周增长9.3%，显示内外资同步加仓存储主线；风险提示：存储业务尚处产业化初期，营收占比偏低，短期盈利贡献有限，需关注后续客户认证及订单落地进度	公司大股东为长江产业投资集团有限公司，子公司万润半导体主要从事存储器	2026-05-08\|14.96\|-0.80\|14.88\|15.15\|14.75\|344875;2026-05-11\|15.36\|2.67\|15.25\|15.67\|15.22\|595854;2026-05-12\|15.44\|0.52\|15.33\|15.78\|14.87\|915391;2026-05-13\|16.98\|9.97\|15.20\|16.98\|15.08\|1178999;2026-05-14\|16.56\|-2.47\|17.10\|17.19\|16.48\|1284521;2026-05-15\|16.57\|0.06\|16.72\|17.20\|16.30\|1035578;2026-05-18\|18.23\|10.02\|16.72\|18.23\|16.66\|1063914;2026-05-19\|17.53\|-3.84\|17.43\|17.76\|16.81\|1457318;2026-05-20\|19.28\|9.98\|19.20\|19.28\|18.02\|2548520;2026-05-21\|18.10\|-6.12\|19.80\|20.10\|18.01\|2180326;2026-05-22\|17.75\|-1.93\|18.15\|18.46\|17.49\|1364099;2026-05-25\|17.58\|-0.96\|17.75\|17.95\|17.05\|1091192;2026-05-26\|16.80\|-4.44\|17.92\|18.16\|16.50\|1048163;2026-05-27\|16.42\|-2.26\|17.23\|17.78\|16.30\|965874;2026-05-28\|16.58\|0.97\|16.49\|16.94\|16.09\|732419;2026-05-29\|15.31\|-7.66\|16.68\|16.74\|15.21\|799400;2026-06-01\|15.15\|-1.05\|15.32\|15.78\|15.08\|505779;2026-06-02\|14.88\|-1.78\|15.14\|15.28\|14.50\|513530;2026-06-03\|15.27\|2.62\|14.88\|15.80\|14.77\|620002;2026-06-04\|15.77\|3.27\|15.00\|15.95\|14.91\|614427;2026-06-05\|15.09\|-4.31\|15.40\|15.71\|14.85\|599122;2026-06-08\|14.21\|-5.83\|14.34\|14.91\|14.07\|483643;2026-06-09\|14.87\|4.64\|14.58\|14.87\|14.23\|412027;2026-06-10\|14.69\|-1.21\|14.61\|14.99\|14.42\|380121;2026-06-11\|16.16\|10.01\|14.58\|16.16\|14.18\|1008363;2026-06-12\|16.19\|0.19\|17.38\|17.76\|16.16\|1444744;2026-06-15\|16.62\|2.66\|16.53\|16.70\|15.94\|905646;2026-06-16\|16.88\|1.56\|16.74\|17.13\|16.57\|666675;2026-06-17\|17.06\|1.07\|16.80\|17.27\|16.66\|762178;2026-06-18\|17.27\|1.23\|16.89\|17.63\|16.68\|747731;2026-06-22\|18.30\|5.96\|17.34\|18.50\|17.23\|1077520;2026-06-23\|18.17\|-0.71\|18.15\|18.68\|17.55\|785644;2026-06-24\|18.84\|3.69\|17.85\|19.15\|17.85\|844077;2026-06-25\|20.72\|9.98\|19.24\|20.72\|19.03\|1039856;2026-06-26\|20.22\|-2.41\|21.30\|21.94\|20.16\|1281822;2026-06-29\|20.24\|0.10\|20.93\|21.27\|19.38\|995365;2026-06-30\|22.26\|9.98\|19.71\|22.26\|19.40\|1115112;2026-07-01\|20.48\|-8.00\|22.10\|22.48\|20.05\|1230742;2026-07-02\|19.00\|-7.23\|19.42\|20.11\|18.78\|928969;2026-07-03\|19.01\|0.05\|18.82\|20.17\|18.27\|814784;2026-07-06\|18.76\|-1.32\|19.50\|19.95\|18.64\|655029;2026-07-07\|18.18\|-3.09\|18.51\|18.95\|17.85\|536868;2026-07-08\|17.52\|-3.63\|18.15\|18.66\|17.16\|495477;2026-07-09\|18.45\|5.43\|17.73\|18.55\|17.45\|626640;2026-07-10\|17.76\|-3.74\|18.76\|19.25\|17.76\|653788;2026-07-13\|16.35\|-7.94\|17.31\|17.99\|16.26\|622118;2026-07-14\|16.47\|0.73\|16.62\|16.77\|15.30\|580352;2026-07-15\|15.22\|-7.59\|16.75\|16.85\|15.15\|560588;2026-07-16\|14.29\|-6.11\|14.95\|15.39\|14.16\|556541;2026-07-17\|12.86\|-10.01\|14.20\|14.25\|12.86\|674924;2026-07-20\|11.57\|-10.03\|13.13\|13.30\|11.57\|703028;2026-07-21\|12.41\|7.26\|11.66\|12.73\|10.43\|994588;2026-07-22\|11.83\|-4.67\|12.06\|12.62\|11.79\|700304;2026-07-23\|11.61\|-1.86\|11.86\|11.99\|11.36\|466044;2026-07-24\|11.28\|-2.84\|11.40\|11.61\|11.11\|368848;2026-07-27\|11.92\|5.67\|11.20\|12.08\|10.95\|518632;2026-07-28\|11.42\|-4.19\|11.61\|12.10\|11.34\|419923;2026-07-29\|11.39\|-0.26\|11.40\|11.52\|10.70\|515923;2026-07-30\|11.07\|-2.81\|11.25\|11.49\|10.92\|446885;2026-07-31\|11.13\|0.54\|11.76\|11.90\|11.09\|613986;2026-08-03\|11.47\|3.05\|11.01\|11.68\|10.93\|528776;2026-08-04\|12.08\|5.32\|11.59\|12.17\|11.37\|514532;2026-08-05\|12.57\|4.06\|12.10\|12.85\|12.03\|631856;2026-08-06\|12.42\|-1.19\|12.28\|12.66\|12.16\|477684;2026-08-07\|13.09\|5.39\|12.42\|13.35\|12.42\|771153;2026-08-10\|13.52\|3.29\|13.32\|13.72\|12.88\|655202;2026-08-11\|13.29\|-1.70\|13.30\|13.72\|13.17\|432942;2026-08-12\|13.50\|1.58\|13.30\|13.53\|13.16\|369685;2026-08-13\|13.07\|-3.19\|13.67\|13.93\|13.06\|450526;2026-08-14\|13.88\|6.20\|13.28\|14.06\|13.21\|694843;2026-08-17\|14.14\|1.87\|13.88\|14.35\|13.65\|565813;2026-08-18\|14.26\|0.85\|14.21\|14.67\|14.03\|572280;2026-08-19\|13.72\|-3.79\|13.90\|14.84\|13.47\|805454;2026-08-20\|13.15\|-4.15\|13.80\|13.85\|13.07\|577019;2026-08-21\|13.48\|2.51\|13.13\|13.80\|13.10\|471348;2026-08-24\|13.93\|3.34\|14.52\|14.80\|13.38\|1092219;2026-08-25\|13.56\|-2.66\|13.30\|13.91\|13.16\|665427;2026-08-26\|13.74\|1.33\|13.56\|13.98\|13.48\|497574;2026-08-27\|13.84\|0.73\|13.80\|14.08\|13.60\|620469;2026-08-28\|13.67\|-1.23\|13.63\|14.06\|13.61\|445022;2026-08-31\|14.08\|3.00\|13.34\|14.13\|13.32\|508693;2026-09-01\|13.79\|-2.06\|14.08\|14.15\|13.63\|342576;2026-09-02\|13.64\|-1.09\|13.58\|13.78\|13.40\|268372;2026-09-03\|13.49\|-1.10\|13.74\|13.81\|13.30\|299092;2026-09-04\|13.79\|2.22\|13.81\|14.65\|13.68\|922034;2026-09-07\|13.91\|0.87\|14.02\|14.10\|13.74\|488394;2026-09-08\|13.95\|0.29\|13.87\|14.33\|13.72\|462031;2026-09-09\|13.70\|-1.79\|14.06\|14.25\|13.60\|429320;2026-09-10\|13.66\|-0.29\|13.57\|14.02\|13.45\|348106;2026-09-11\|13.53\|-0.95\|13.40\|13.64\|12.96\|455663
117844	美团发布基于国产算力训练的万亿参数大模型	半导体封装材料+引线框架满产+回购行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月25日互动易，公司国内首创引线框架局部电镀及点镀技术，产品性能指标达到国际先进水平，打破了高端引线框架长期被国外垄断的局面，当前引线框架产能持续处于满负荷状态，产能利用率维持高位。 2、据2026年6月29日投资者关系活动记录表，公司引线框架产品去年营收达13.22亿元，约占国内市场份额9%，市场可拓空间广阔；新建年产1500亿只高密度高可靠性集成电路引线框架生产线项目处于厂房主体工程建设期，投产后将扩大高端产品市场占有率。 3、据2026年6月2日公告，公司拟以集中竞价方式回购公司股份，回购资金总额不低于8000万元且不超过13000万元，回购价格不超过34.5元/股，用于后续员工持股计划或股权激励。	公司主营引线框架、键合丝等半导体封装材料	2026-05-08\|22.10\|-1.07\|21.80\|22.10\|21.75\|238679;2026-05-11\|23.29\|5.38\|22.49\|23.35\|22.32\|538232;2026-05-12\|22.83\|-1.98\|23.06\|23.15\|22.47\|363002;2026-05-13\|23.49\|2.89\|22.22\|23.61\|22.02\|432470;2026-05-14\|22.70\|-3.36\|23.65\|23.73\|22.70\|323633;2026-05-15\|23.24\|2.38\|22.95\|23.90\|22.55\|492100;2026-05-18\|23.24\|0.00\|23.20\|23.76\|22.71\|360092;2026-05-19\|24.48\|5.34\|22.87\|24.50\|22.58\|581326;2026-05-20\|24.07\|-1.67\|24.14\|25.28\|24.00\|601453;2026-05-21\|22.73\|-5.57\|24.51\|24.80\|22.69\|564641;2026-05-22\|23.53\|3.52\|23.10\|23.83\|22.45\|387446;2026-05-25\|25.16\|6.93\|23.83\|25.30\|23.53\|595436;2026-05-26\|25.31\|0.60\|25.88\|25.88\|24.52\|632223;2026-05-27\|25.76\|1.78\|25.32\|26.75\|24.90\|675538;2026-05-28\|25.55\|-0.82\|24.90\|26.40\|23.66\|611016;2026-05-29\|23.00\|-9.98\|25.55\|25.70\|23.00\|489498;2026-06-01\|21.45\|-6.74\|22.30\|23.15\|21.40\|392679;2026-06-02\|21.93\|2.24\|21.82\|22.44\|21.30\|301631;2026-06-03\|24.11\|9.94\|21.89\|24.12\|21.81\|467236;2026-06-04\|24.50\|1.62\|23.38\|24.79\|23.38\|544448;2026-06-05\|24.83\|1.35\|24.30\|25.58\|23.92\|490655;2026-06-08\|24.19\|-2.58\|23.40\|24.80\|23.25\|301713;2026-06-09\|25.78\|6.57\|24.83\|26.13\|24.25\|500042;2026-06-10\|28.36\|10.01\|26.08\|28.36\|25.60\|514702;2026-06-11\|31.20\|10.01\|29.00\|31.20\|29.00\|547003;2026-06-12\|31.96\|2.44\|34.30\|34.32\|31.22\|1439260;2026-06-15\|33.76\|5.63\|32.01\|34.15\|30.00\|883598;2026-06-16\|33.26\|-1.48\|33.30\|33.75\|31.39\|901690;2026-06-17\|33.17\|-0.27\|31.80\|34.15\|31.60\|849892;2026-06-18\|34.51\|4.04\|32.65\|35.42\|32.58\|853271;2026-06-22\|34.28\|-0.67\|34.40\|34.57\|32.87\|734006;2026-06-23\|32.30\|-5.78\|33.50\|34.25\|32.01\|556397;2026-06-24\|32.53\|0.71\|32.30\|32.99\|30.93\|558989;2026-06-25\|33.65\|3.44\|33.10\|35.00\|32.67\|791199;2026-06-26\|37.02\|10.01\|32.66\|37.02\|32.50\|868387;2026-06-29\|36.29\|-1.97\|37.93\|39.48\|33.32\|1247173;2026-06-30\|39.92\|10.00\|35.82\|39.92\|34.01\|954866;2026-07-01\|40.20\|0.70\|40.50\|41.59\|38.78\|906945;2026-07-02\|38.48\|-4.28\|37.56\|41.80\|36.18\|901047;2026-07-03\|39.04\|1.46\|37.38\|40.78\|36.18\|837022;2026-07-06\|35.14\|-9.99\|39.70\|40.40\|35.14\|770706;2026-07-07\|34.98\|-0.46\|35.14\|36.38\|33.83\|617313;2026-07-08\|32.95\|-5.80\|34.53\|35.31\|31.80\|564246;2026-07-09\|34.85\|5.77\|33.54\|35.00\|32.95\|455788;2026-07-10\|32.23\|-7.52\|35.23\|36.76\|32.20\|592479;2026-07-13\|30.05\|-6.76\|32.19\|32.98\|29.98\|455782;2026-07-14\|29.99\|-0.20\|30.08\|30.44\|28.00\|353328;2026-07-15\|28.33\|-5.54\|30.50\|30.68\|28.10\|288085;2026-07-16\|26.26\|-7.31\|27.47\|28.20\|25.97\|300444;2026-07-17\|23.63\|-10.02\|26.26\|26.49\|23.63\|329758;2026-07-20\|21.27\|-9.99\|24.13\|24.33\|21.27\|327422;2026-07-21\|22.86\|7.48\|21.17\|22.94\|19.14\|671172;2026-07-22\|22.33\|-2.32\|22.45\|23.75\|22.05\|607472;2026-07-23\|21.98\|-1.57\|22.73\|22.75\|21.55\|374932;2026-07-24\|22.08\|0.46\|21.59\|22.90\|21.55\|387072;2026-07-27\|22.90\|3.71\|22.07\|23.00\|21.00\|382426;2026-07-28\|22.00\|-3.93\|22.81\|23.40\|21.70\|379479;2026-07-29\|20.94\|-4.82\|21.66\|22.10\|19.96\|451827;2026-07-30\|19.20\|-8.31\|20.61\|20.85\|19.07\|362855;2026-07-31\|20.40\|6.25\|21.00\|21.09\|20.25\|477136;2026-08-03\|19.20\|-5.88\|20.32\|20.38\|19.11\|354653;2026-08-04\|20.27\|5.57\|19.52\|20.50\|19.28\|360209;2026-08-05\|22.30\|10.01\|20.35\|22.30\|20.29\|311771;2026-08-06\|23.11\|3.63\|22.75\|23.34\|22.53\|720883;2026-08-07\|24.04\|4.02\|23.12\|24.29\|22.75\|585167;2026-08-10\|23.90\|-0.58\|24.39\|24.43\|23.27\|414993;2026-08-11\|23.83\|-0.29\|23.58\|24.30\|23.38\|309702;2026-08-12\|24.22\|1.64\|23.91\|24.29\|23.64\|296779;2026-08-13\|23.52\|-2.89\|24.78\|24.87\|23.50\|351070;2026-08-14\|24.21\|2.93\|23.99\|24.22\|23.54\|282999;2026-08-17\|25.40\|4.92\|24.22\|25.40\|24.22\|407417;2026-08-18\|25.66\|1.02\|25.30\|26.25\|25.14\|505163;2026-08-19\|23.86\|-7.01\|24.82\|25.63\|23.70\|418685;2026-08-20\|23.34\|-2.18\|24.07\|24.20\|23.05\|308577;2026-08-21\|23.50\|0.69\|23.12\|23.72\|22.78\|239660;2026-08-24\|23.04\|-1.96\|23.45\|23.47\|22.35\|226828;2026-08-25\|22.75\|-1.26\|22.53\|22.96\|21.65\|251140;2026-08-26\|22.51\|-1.05\|23.13\|23.33\|22.41\|331572;2026-08-27\|23.62\|4.93\|22.88\|23.78\|22.33\|423812;2026-08-28\|23.25\|-1.57\|23.36\|23.78\|23.02\|320289;2026-08-31\|23.87\|2.67\|22.71\|23.95\|22.67\|279005;2026-09-01\|23.01\|-3.60\|23.89\|24.00\|22.90\|249089;2026-09-02\|22.69\|-1.39\|22.61\|22.95\|22.40\|149876;2026-09-03\|22.50\|-0.84\|22.95\|23.07\|22.20\|162677;2026-09-04\|21.89\|-2.71\|22.85\|24.05\|21.69\|423005;2026-09-07\|22.85\|4.39\|22.28\|22.98\|21.96\|305187;2026-09-08\|23.06\|0.92\|22.85\|23.57\|22.55\|268708;2026-09-09\|22.94\|-0.52\|23.25\|23.65\|22.81\|211226;2026-09-10\|23.08\|0.61\|22.86\|23.49\|22.60\|219689;2026-09-11\|22.68\|-1.73\|22.61\|22.84\|21.76\|252570
117843	美团发布基于国产算力训练的万亿参数大模型	间接投资长鑫科技+房地产+合肥国资 1、据2026年6月30日异常波动公告，公司近日股价波动受市场对公司间接投资长鑫科技的关注影响，但公司澄清其通过国联基金间接投资产投壹号的比例较低，间接投资长鑫科技金额极小，不享有控制权，且主营业务不涉及半导体领域，与长鑫科技无业务往来。 2、据2026年4月21日年报，公司主营业务为地产开发与销售，是安徽省首家房地产上市公司，拥有国家壹级开发资质，旗下“琥珀”品牌及全资子公司合肥工投工业科技在安徽省内工业地产领域具备领先地位。 3、据2026年4月21日年报及历史公告，公司控股股东为合肥兴泰金融控股集团有限公司，最终控制人为合肥市人民政府国有资产监督管理委员会。	公司及子公司共计实缴6000万元参与了合肥市国联资本创新投资基金合伙企业（有限合伙），合肥市国联资本创新投资基金合伙企业（有限合伙）通过产投壹号基金投资了长鑫科技集团股份有限公司	2026-05-08\|14.13\|-3.48\|14.38\|14.47\|14.08\|346912;2026-05-11\|14.87\|5.24\|14.42\|15.54\|14.42\|752878;2026-05-12\|16.36\|10.02\|15.33\|16.36\|14.73\|865697;2026-05-13\|18.00\|10.02\|16.36\|18.00\|16.36\|989958;2026-05-14\|19.80\|10.00\|19.01\|19.80\|18.80\|966667;2026-05-15\|20.76\|4.85\|19.61\|21.75\|18.71\|1605125;2026-05-18\|22.84\|10.02\|22.84\|22.84\|22.84\|62938;2026-05-19\|25.12\|9.98\|23.50\|25.12\|23.20\|1898122;2026-05-20\|25.88\|3.03\|24.03\|26.36\|23.59\|1796060;2026-05-21\|23.29\|-10.01\|25.50\|25.90\|23.29\|1354468;2026-05-22\|21.67\|-6.96\|22.44\|23.65\|21.03\|1738085;2026-05-25\|20.20\|-6.78\|21.35\|21.43\|19.68\|1412530;2026-05-26\|18.90\|-6.44\|19.47\|19.65\|18.56\|1094209;2026-05-27\|18.40\|-2.65\|19.01\|19.57\|18.16\|930943;2026-05-28\|17.80\|-3.26\|18.44\|19.13\|17.43\|936132;2026-05-29\|17.06\|-4.16\|17.41\|17.98\|16.93\|766415;2026-06-01\|17.25\|1.11\|17.20\|17.60\|16.98\|625996;2026-06-02\|16.70\|-3.19\|17.26\|17.48\|16.43\|576582;2026-06-03\|16.87\|1.02\|16.64\|17.05\|16.36\|535255;2026-06-04\|17.04\|1.01\|16.89\|17.58\|16.80\|703138;2026-06-05\|16.18\|-5.05\|16.81\|16.90\|15.83\|734938;2026-06-08\|15.25\|-5.75\|15.61\|16.00\|15.15\|456763;2026-06-09\|15.22\|-0.20\|15.51\|15.71\|15.07\|348920;2026-06-10\|16.74\|9.99\|15.05\|16.74\|14.82\|448833;2026-06-11\|15.60\|-6.81\|16.50\|16.50\|15.20\|801585;2026-06-12\|15.46\|-0.90\|15.96\|16.33\|15.42\|565459;2026-06-15\|16.45\|6.40\|15.92\|16.75\|15.88\|739939;2026-06-16\|16.66\|1.28\|16.69\|17.28\|16.19\|753412;2026-06-17\|17.58\|5.52\|16.50\|18.00\|16.25\|1142790;2026-06-18\|18.77\|6.77\|17.31\|19.24\|17.30\|1202070;2026-06-22\|18.18\|-3.14\|18.82\|19.63\|17.99\|1092879;2026-06-23\|17.00\|-6.49\|17.61\|17.66\|16.39\|815088;2026-06-24\|16.47\|-3.12\|16.64\|16.85\|15.86\|737905;2026-06-25\|15.58\|-5.40\|16.75\|17.22\|15.42\|753526;2026-06-26\|16.71\|7.25\|15.73\|17.14\|15.36\|1052786;2026-06-29\|18.38\|9.99\|17.01\|18.38\|17.01\|1162867;2026-06-30\|20.22\|10.01\|18.20\|20.22\|17.50\|1304378;2026-07-01\|20.20\|-0.10\|20.77\|21.56\|20.08\|1433682;2026-07-02\|19.06\|-5.64\|19.20\|19.90\|18.81\|902079;2026-07-03\|19.22\|0.84\|19.00\|19.98\|18.22\|915104;2026-07-06\|18.45\|-4.01\|18.96\|19.27\|18.15\|607198;2026-07-07\|17.66\|-4.28\|18.21\|18.46\|17.50\|478911;2026-07-08\|17.38\|-1.59\|17.78\|17.96\|16.75\|423431;2026-07-09\|19.12\|10.01\|19.10\|19.12\|18.71\|209799;2026-07-10\|19.43\|1.62\|20.94\|20.94\|19.40\|1347430;2026-07-13\|20.88\|7.46\|18.51\|20.90\|18.51\|1161020;2026-07-14\|18.79\|-10.01\|18.79\|19.37\|18.79\|203207;2026-07-15\|16.91\|-10.01\|16.91\|18.45\|16.91\|954058;2026-07-16\|15.22\|-9.99\|15.46\|15.96\|15.22\|757606;2026-07-17\|13.70\|-9.99\|14.57\|14.76\|13.70\|564563;2026-07-20\|12.33\|-10.00\|12.88\|13.10\|12.33\|657365;2026-07-21\|12.15\|-1.46\|11.94\|12.95\|11.10\|1037327;2026-07-22\|12.95\|6.58\|11.60\|13.29\|11.58\|1115166;2026-07-23\|12.36\|-4.56\|12.70\|12.78\|12.08\|697433;2026-07-24\|13.60\|10.03\|12.13\|13.60\|12.06\|691395;2026-07-27\|13.06\|-3.97\|13.47\|13.49\|12.44\|1126055;2026-07-28\|12.71\|-2.68\|12.40\|13.98\|12.24\|1054559;2026-07-29\|11.88\|-6.53\|12.50\|12.52\|11.44\|937369;2026-07-30\|10.71\|-9.85\|11.62\|11.66\|10.70\|773882;2026-07-31\|10.68\|-0.28\|11.20\|11.27\|10.66\|748218;2026-08-03\|10.38\|-2.81\|10.51\|10.60\|10.31\|468137;2026-08-04\|10.69\|2.99\|10.40\|10.71\|10.29\|502178;2026-08-05\|11.31\|5.80\|10.63\|11.43\|10.58\|785181;2026-08-06\|11.39\|0.71\|11.18\|11.50\|11.12\|538614;2026-08-07\|11.44\|0.44\|11.39\|11.50\|10.94\|486025;2026-08-10\|11.40\|-0.35\|11.62\|11.68\|11.11\|398131;2026-08-11\|11.37\|-0.26\|11.42\|11.47\|11.14\|345733;2026-08-12\|11.72\|3.08\|11.38\|11.80\|11.27\|500959;2026-08-13\|11.31\|-3.50\|11.94\|11.96\|11.28\|454196;2026-08-14\|11.28\|-0.27\|11.31\|11.38\|11.02\|327298;2026-08-17\|11.65\|3.28\|11.24\|11.69\|11.12\|362679;2026-08-18\|11.72\|0.60\|11.85\|11.93\|11.52\|387649;2026-08-19\|10.90\|-7.00\|11.50\|11.64\|10.88\|366092;2026-08-20\|10.84\|-0.55\|11.00\|11.06\|10.78\|265115;2026-08-21\|10.81\|-0.28\|10.72\|10.90\|10.52\|233086;2026-08-24\|10.44\|-3.42\|10.78\|10.79\|10.23\|292352;2026-08-25\|10.50\|0.57\|10.40\|10.54\|10.04\|287526;2026-08-26\|10.43\|-0.67\|10.39\|10.55\|10.31\|211168;2026-08-27\|10.75\|3.07\|10.38\|10.87\|10.35\|259509;2026-08-28\|10.81\|0.56\|10.80\|10.95\|10.71\|209735;2026-08-31\|10.87\|0.56\|11.35\|11.57\|10.72\|866159;2026-09-01\|10.54\|-3.04\|10.87\|10.88\|10.46\|528184;2026-09-02\|10.31\|-2.18\|10.37\|10.48\|10.15\|330779;2026-09-03\|10.22\|-0.87\|10.45\|10.46\|10.16\|277368;2026-09-04\|10.16\|-0.59\|10.32\|10.50\|10.10\|336598;2026-09-07\|10.26\|0.98\|10.16\|10.32\|10.16\|198994;2026-09-08\|10.50\|2.34\|10.21\|10.60\|10.21\|335230;2026-09-09\|10.22\|-2.67\|10.38\|10.53\|10.17\|286698;2026-09-10\|10.11\|-1.08\|10.16\|10.30\|10.10\|187362;2026-09-11\|9.80\|-3.07\|9.91\|9.93\|9.57\|258810
117842	美团发布基于国产算力训练的万亿参数大模型	半导体级氢氟酸涨价+六氟磷酸锂+大圆柱电池行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月26日投资者活动记录表，公司半导体级氢氟酸G5级现有产能4万吨，产能利用率维持在较高水平，目前市场价格上涨了约20%-30%，已稳定批量供应台积电、三星、华虹、长鑫存储等海内外头部大厂。 2、据2026年6月26日投资者活动记录表，六氟磷酸锂本轮涨价始于去年9月底，核心驱动在于下游新能源车及储能需求支撑；公司具备6.5万吨高纯晶体六氟磷酸锂产能，全球市占率约20%，并构建了从氢氟酸到锂电池的完整垂直产业链，具备结构性成本优势。 3、据2026年6月26日投资者活动记录表，公司聚焦40mm以上大圆柱电池，搭载“双向泄压”防爆结构及“单侧汇流”设计，在安全性和制造效率上形成差异化优势，出货量稳居国内第一梯队，已与超威、爱玛等头部企业深度绑定。	公司半导体级氢氟酸已稳定批量供应台积电、三星、华虹、长鑫存储等，同时规划六氟化钨等高端电子特气产线	2026-05-08\|34.99\|-6.79\|37.04\|38.28\|34.90\|1804389;2026-05-11\|35.48\|1.40\|34.95\|36.32\|34.60\|1258951;2026-05-12\|34.32\|-3.27\|35.49\|36.05\|33.80\|1276510;2026-05-13\|34.24\|-0.23\|34.32\|34.58\|33.88\|830723;2026-05-14\|33.15\|-3.18\|34.19\|34.88\|33.15\|965570;2026-05-15\|36.47\|10.02\|35.12\|36.47\|35.12\|1543680;2026-05-18\|37.79\|3.62\|37.22\|39.71\|37.22\|2897657;2026-05-19\|37.18\|-1.61\|37.02\|37.99\|36.04\|1757476;2026-05-20\|40.69\|10.00\|36.50\|40.69\|36.40\|2064934;2026-05-21\|40.81\|0.29\|41.69\|43.89\|40.68\|2896919;2026-05-22\|42.70\|4.63\|41.02\|43.40\|40.24\|2390167;2026-05-25\|38.43\|-10.00\|42.44\|42.44\|38.43\|2143477;2026-05-26\|36.28\|-5.59\|37.68\|39.18\|35.40\|2282667;2026-05-27\|35.79\|-1.35\|36.03\|37.28\|35.56\|1527389;2026-05-28\|35.12\|-1.87\|35.91\|36.33\|34.08\|1255655;2026-05-29\|33.70\|-4.04\|35.01\|35.10\|33.35\|1116151;2026-06-01\|34.42\|2.14\|33.77\|35.67\|33.77\|1264696;2026-06-02\|33.10\|-3.83\|34.46\|34.82\|32.15\|1053005;2026-06-03\|33.27\|0.51\|33.01\|33.80\|32.46\|796495;2026-06-04\|32.76\|-1.53\|32.85\|33.11\|32.28\|672603;2026-06-05\|33.20\|1.34\|32.23\|34.15\|31.56\|1265234;2026-06-08\|33.63\|1.30\|31.82\|34.79\|31.82\|1299243;2026-06-09\|33.94\|0.92\|33.63\|34.51\|31.70\|1466653;2026-06-10\|34.72\|2.30\|33.20\|35.34\|33.05\|1551577;2026-06-11\|38.19\|9.99\|35.50\|38.19\|34.74\|2171712;2026-06-12\|39.67\|3.88\|38.00\|40.10\|36.67\|2708380;2026-06-15\|40.14\|1.18\|39.28\|41.00\|37.81\|2261286;2026-06-16\|39.33\|-2.02\|39.00\|41.50\|38.51\|2133238;2026-06-17\|38.47\|-2.19\|38.00\|38.98\|37.37\|1744181;2026-06-18\|38.78\|0.81\|38.14\|39.04\|37.07\|1799121;2026-06-22\|42.66\|10.01\|39.01\|42.66\|39.01\|1937504;2026-06-23\|41.80\|-2.02\|43.00\|44.95\|41.58\|2524812;2026-06-24\|44.25\|5.86\|41.80\|44.55\|39.80\|2246568;2026-06-25\|43.79\|-1.04\|43.54\|45.96\|43.25\|2027321;2026-06-26\|41.51\|-5.21\|43.80\|44.68\|41.35\|1679568;2026-06-29\|45.66\|10.00\|45.66\|45.66\|45.66\|377212;2026-06-30\|50.23\|10.01\|49.79\|50.23\|48.60\|1883700;2026-07-01\|55.25\|9.99\|54.80\|55.25\|53.76\|709070;2026-07-02\|54.82\|-0.78\|56.01\|57.50\|52.48\|3738541;2026-07-03\|49.34\|-10.00\|54.57\|54.81\|49.34\|2386699;2026-07-06\|45.86\|-7.05\|48.51\|50.90\|45.72\|2608734;2026-07-07\|45.35\|-1.11\|46.24\|47.17\|44.76\|1654061;2026-07-08\|42.12\|-7.12\|46.00\|46.17\|41.72\|1799828;2026-07-09\|43.65\|3.63\|42.83\|43.71\|40.53\|1733597;2026-07-10\|41.10\|-5.84\|43.49\|45.69\|40.97\|1981888;2026-07-13\|36.99\|-10.00\|36.99\|37.43\|36.99\|315609;2026-07-14\|36.08\|-2.46\|33.29\|36.46\|33.29\|2108710;2026-07-15\|33.88\|-6.10\|36.08\|36.60\|33.76\|1448753;2026-07-16\|31.92\|-5.79\|33.03\|33.98\|31.64\|1115007;2026-07-17\|31.24\|-2.13\|31.90\|32.89\|31.02\|1354109;2026-07-20\|28.12\|-9.99\|31.66\|32.00\|28.12\|1357499;2026-07-21\|30.13\|7.15\|28.20\|30.18\|25.49\|1634330;2026-07-22\|29.78\|-1.16\|29.60\|30.84\|29.20\|1188255;2026-07-23\|30.48\|2.35\|29.79\|30.99\|29.55\|1198590;2026-07-24\|30.52\|0.13\|29.94\|32.50\|29.93\|1809934;2026-07-27\|33.57\|9.99\|30.88\|33.57\|29.29\|2107873;2026-07-28\|34.20\|1.88\|33.61\|35.55\|33.19\|2757574;2026-07-29\|31.99\|-6.46\|33.00\|33.55\|30.78\|2070474;2026-07-30\|30.56\|-4.47\|31.45\|32.73\|30.50\|1457756;2026-07-31\|31.44\|2.88\|31.80\|32.88\|31.20\|1585136;2026-08-03\|30.01\|-4.55\|30.80\|30.82\|29.30\|1253642;2026-08-04\|31.36\|4.50\|30.01\|31.71\|29.87\|1259558;2026-08-05\|32.81\|4.62\|30.43\|33.18\|30.30\|1826543;2026-08-06\|36.09\|10.00\|32.41\|36.09\|32.40\|2235992;2026-08-07\|36.54\|1.25\|36.20\|38.60\|35.20\|2977858;2026-08-10\|38.51\|5.39\|36.80\|39.85\|36.05\|2529575;2026-08-11\|37.28\|-3.19\|37.05\|39.30\|36.52\|2056988;2026-08-12\|37.40\|0.32\|37.14\|37.96\|36.58\|1417211;2026-08-13\|38.97\|4.20\|37.51\|40.98\|37.31\|2435367;2026-08-14\|39.16\|0.49\|38.26\|40.19\|38.11\|1975964;2026-08-17\|39.19\|0.08\|38.88\|39.86\|38.20\|1649376;2026-08-18\|37.48\|-4.36\|39.21\|40.00\|37.41\|1855406;2026-08-19\|37.52\|0.11\|36.00\|38.92\|35.20\|1977036;2026-08-20\|36.01\|-4.02\|36.84\|36.99\|35.40\|1438020;2026-08-21\|36.15\|0.39\|35.48\|36.78\|34.87\|1231491;2026-08-24\|34.57\|-4.37\|35.98\|36.46\|34.00\|1236130;2026-08-25\|33.88\|-2.00\|34.17\|34.38\|32.69\|1014449;2026-08-26\|34.05\|0.50\|33.94\|34.47\|33.60\|781666;2026-08-27\|35.12\|3.14\|34.03\|35.25\|33.85\|1075434;2026-08-28\|36.94\|5.18\|35.30\|37.58\|35.00\|2017350;2026-08-31\|36.47\|-1.27\|36.23\|36.95\|35.60\|1232369;2026-09-01\|34.86\|-4.41\|36.48\|36.50\|34.74\|1065407;2026-09-02\|33.70\|-3.33\|33.88\|34.77\|33.70\|765261;2026-09-03\|34.68\|2.91\|33.96\|35.38\|33.20\|1143488;2026-09-04\|32.80\|-5.42\|34.19\|34.71\|32.35\|1014381;2026-09-07\|33.30\|1.52\|32.81\|33.68\|32.51\|611068;2026-09-08\|33.52\|0.66\|33.31\|34.20\|33.06\|754337;2026-09-09\|33.69\|0.51\|33.20\|34.13\|33.01\|761148;2026-09-10\|32.82\|-2.58\|33.33\|33.33\|32.70\|543350;2026-09-11\|31.87\|-2.89\|32.17\|32.18\|31.02\|762795
117841	美团发布基于国产算力训练的万亿参数大模型	存储芯片+封装测试+资产剥离行业原因：韩国政府6月29日表示，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。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月25日机构调研，公司控股子公司长兴半导体聚焦存储芯片封装测试，具备全栈式能力，其企业级DRAM产品已实现量产和批量交付，主要应用于服务器和数据中心。 2、据2026年6月3日公告，公司拟转让全资子公司西宁盈新置业100%股权，旨在优化资产结构，降低负债规模，回笼资金以聚焦半导体存储等高增长赛道。 3、据2026年6月25日机构调研及2025年年报，公司确立科技、文旅、资管三核驱动战略，已收购长兴半导体56.25%股权并纳入合并报表，正逐步剥离地产业务向科技驱动型企业转型。	公司拟5.2亿元收购长兴半导体60%股权，切入存储芯片领域	2026-05-08\|3.04\|-2.25\|3.02\|3.11\|3.00\|3264698;2026-05-11\|3.14\|3.29\|3.15\|3.19\|3.10\|3457150;2026-05-12\|3.09\|-1.59\|3.14\|3.14\|3.04\|2285398;2026-05-13\|3.18\|2.91\|3.05\|3.21\|3.03\|3434250;2026-05-14\|3.09\|-2.83\|3.19\|3.20\|3.08\|2048411;2026-05-15\|3.26\|5.50\|3.07\|3.34\|3.06\|4439238;2026-05-18\|3.39\|3.99\|3.31\|3.56\|3.24\|6968197;2026-05-19\|3.33\|-1.77\|3.30\|3.38\|3.24\|3400467;2026-05-20\|3.28\|-1.50\|3.35\|3.40\|3.24\|2759186;2026-05-21\|3.07\|-6.40\|3.27\|3.33\|3.06\|3191598;2026-05-22\|3.13\|1.95\|3.09\|3.18\|3.06\|1809179;2026-05-25\|3.11\|-0.64\|3.10\|3.18\|3.08\|1750740;2026-05-26\|2.89\|-7.07\|3.08\|3.09\|2.81\|2873312;2026-05-27\|2.82\|-2.42\|2.96\|3.17\|2.80\|4166092;2026-05-28\|2.84\|0.71\|2.75\|2.86\|2.70\|2054966;2026-05-29\|2.80\|-1.41\|2.83\|2.89\|2.79\|1842951;2026-06-01\|2.81\|0.36\|2.78\|2.83\|2.75\|1177777;2026-06-02\|2.84\|1.07\|2.82\|2.85\|2.78\|1589370;2026-06-03\|2.87\|1.06\|3.08\|3.08\|2.86\|2703263;2026-06-04\|2.98\|3.83\|2.81\|3.06\|2.80\|2637949;2026-06-05\|2.88\|-3.36\|2.91\|2.92\|2.85\|1784140;2026-06-08\|3.17\|10.07\|2.88\|3.17\|2.88\|5209772;2026-06-09\|3.21\|1.26\|3.17\|3.28\|3.10\|6769178;2026-06-10\|3.06\|-4.67\|3.12\|3.19\|3.02\|3435629;2026-06-11\|2.99\|-2.29\|3.05\|3.10\|2.95\|2221778;2026-06-12\|2.94\|-1.67\|3.05\|3.09\|2.87\|3138357;2026-06-15\|2.97\|1.02\|2.91\|2.98\|2.89\|1881510;2026-06-16\|2.92\|-1.68\|2.97\|2.98\|2.87\|1779847;2026-06-17\|3.01\|3.08\|2.90\|3.05\|2.84\|3398233;2026-06-18\|2.96\|-1.66\|2.98\|2.99\|2.89\|2391007;2026-06-22\|2.89\|-2.36\|2.96\|3.05\|2.82\|2411888;2026-06-23\|2.92\|1.04\|2.85\|3.07\|2.83\|2968562;2026-06-24\|2.98\|2.05\|2.85\|3.01\|2.79\|3268399;2026-06-25\|3.11\|4.36\|3.04\|3.28\|3.00\|5820951;2026-06-26\|3.42\|9.97\|3.17\|3.42\|3.13\|7922525;2026-06-29\|3.18\|-7.02\|3.39\|3.45\|3.08\|6828387;2026-06-30\|3.50\|10.06\|3.21\|3.50\|3.18\|2410959;2026-07-01\|3.85\|10.00\|3.51\|3.85\|3.46\|8405412;2026-07-02\|3.69\|-4.16\|3.78\|3.96\|3.69\|6596847;2026-07-03\|3.60\|-2.44\|3.68\|3.75\|3.57\|4270031;2026-07-06\|3.46\|-3.89\|3.75\|3.85\|3.45\|3509334;2026-07-07\|3.33\|-3.76\|3.48\|3.58\|3.28\|2891659;2026-07-08\|3.17\|-4.80\|3.35\|3.41\|3.16\|3044990;2026-07-09\|3.30\|4.10\|3.20\|3.31\|3.14\|3493695;2026-07-10\|3.63\|10.00\|3.35\|3.63\|3.33\|6036429;2026-07-13\|3.36\|-7.44\|3.50\|3.71\|3.31\|5107635;2026-07-14\|3.28\|-2.38\|3.38\|3.42\|3.16\|3379995;2026-07-15\|3.14\|-4.27\|3.38\|3.43\|3.07\|4168809;2026-07-16\|3.05\|-2.87\|3.01\|3.26\|2.98\|3618460;2026-07-17\|2.76\|-9.51\|3.03\|3.07\|2.76\|4147568;2026-07-20\|2.73\|-1.09\|2.80\|2.84\|2.66\|2884907;2026-07-21\|2.83\|3.66\|2.72\|2.83\|2.53\|3367142;2026-07-22\|2.78\|-1.77\|2.75\|2.82\|2.72\|2251340;2026-07-23\|2.77\|-0.36\|2.73\|2.79\|2.72\|1564342;2026-07-24\|2.69\|-2.89\|2.72\|2.76\|2.67\|1538616;2026-07-27\|2.73\|1.49\|2.68\|2.73\|2.64\|1494898;2026-07-28\|2.65\|-2.93\|2.67\|2.73\|2.63\|1903444;2026-07-29\|2.67\|0.75\|2.65\|2.68\|2.56\|2028666;2026-07-30\|2.56\|-4.12\|2.63\|2.67\|2.55\|1815662;2026-07-31\|2.64\|3.12\|2.67\|2.70\|2.64\|2107947;2026-08-03\|2.65\|0.38\|2.59\|2.66\|2.59\|1436986;2026-08-04\|2.72\|2.64\|2.65\|2.74\|2.65\|1765575;2026-08-05\|2.79\|2.57\|2.72\|2.80\|2.70\|2318014;2026-08-06\|2.78\|-0.36\|2.75\|2.79\|2.73\|1696822;2026-08-07\|2.78\|0.00\|2.79\|2.79\|2.69\|1614681;2026-08-10\|2.76\|-0.72\|2.79\|2.82\|2.71\|1285669;2026-08-11\|2.78\|0.72\|2.73\|2.85\|2.72\|2025948;2026-08-12\|2.83\|1.80\|2.79\|2.84\|2.79\|1805853;2026-08-13\|2.75\|-2.83\|2.88\|2.97\|2.75\|2302086;2026-08-14\|3.03\|10.18\|2.77\|3.03\|2.76\|5429446;2026-08-17\|3.10\|2.31\|3.18\|3.23\|2.95\|6760249;2026-08-18\|3.41\|10.00\|3.41\|3.41\|3.31\|3574378;2026-08-19\|3.54\|3.81\|3.25\|3.70\|3.18\|8984007;2026-08-20\|3.25\|-8.19\|3.41\|3.44\|3.24\|5425861;2026-08-21\|3.15\|-3.08\|3.23\|3.24\|3.08\|4007345;2026-08-24\|3.47\|10.16\|3.23\|3.47\|3.23\|4262652;2026-08-25\|3.47\|0.00\|3.31\|3.64\|3.26\|6228493;2026-08-26\|3.36\|-3.17\|3.44\|3.45\|3.33\|4001595;2026-08-27\|3.45\|2.68\|3.36\|3.52\|3.31\|4367510;2026-08-28\|3.38\|-2.03\|3.42\|3.45\|3.36\|3030282;2026-08-31\|3.24\|-4.14\|3.41\|3.44\|3.16\|4293406;2026-09-01\|3.21\|-0.93\|3.20\|3.28\|3.19\|2433458;2026-09-02\|3.11\|-3.12\|3.15\|3.16\|3.08\|2194510;2026-09-03\|3.02\|-2.89\|3.14\|3.15\|3.00\|2344968;2026-09-04\|2.97\|-1.66\|3.01\|3.05\|2.95\|2186095;2026-09-07\|3.02\|1.68\|2.99\|3.04\|2.98\|1957173;2026-09-08\|3.32\|9.93\|3.00\|3.32\|3.00\|5644728;2026-09-09\|3.24\|-2.41\|3.32\|3.40\|3.24\|5940792;2026-09-10\|3.19\|-1.54\|3.24\|3.27\|3.17\|2712760;2026-09-11\|3.11\|-2.51\|3.14\|3.17\|3.05\|2533991
117840	美团发布基于国产算力训练的万亿参数大模型	半导体测试设备+可转债募资+通富微电合作行业原因： 1、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。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据2026年5月6日公告，公司拟向不特定对象发行可转换公司债券，募资总额不超过8.5亿元，用于高端智能芯片测试分选设备研发及上海澜博制造中心建设，以应对AI算力、存储芯片等新兴领域的测试分选需求。 2、据2026年6月23日公告，公司拟增加2026年度日常关联交易预计额度，与通富微电子等关联方的关联交易预计总额度增至3.00亿元，其中与通富微电子的额度由1.6亿元增加至3亿元。 3、据2026年5月8日投资者关系活动记录表，公司主营集成电路测试分选机，2026年第一季度实现营业收入2.84亿元，同比增长120.77%，归母净利润0.83亿元，同比增长221.54%，主要受半导体封装测试设备领域需求增长驱动。	公司主营半导体芯片测试设备，深耕集成电路测试分选机领域	2026-05-08\|259.09\|-2.70\|262.01\|266.00\|254.50\|26180;2026-05-11\|284.99\|10.00\|262.47\|285.00\|261.68\|46188;2026-05-12\|313.49\|10.00\|281.19\|313.49\|277.23\|49797;2026-05-13\|323.00\|3.03\|313.22\|330.30\|306.01\|43687;2026-05-14\|306.00\|-5.26\|322.21\|326.36\|304.90\|28138;2026-05-15\|309.79\|1.24\|310.00\|320.00\|283.04\|39618;2026-05-18\|301.62\|-2.64\|301.81\|313.00\|297.00\|37376;2026-05-19\|316.90\|5.07\|305.00\|319.69\|292.50\|37404;2026-05-20\|348.59\|10.00\|314.49\|348.59\|314.49\|33904;2026-05-21\|316.00\|-9.35\|350.00\|366.00\|315.00\|54730;2026-05-22\|315.50\|-0.16\|318.77\|325.00\|311.00\|43087;2026-05-25\|324.91\|2.98\|317.90\|333.98\|311.00\|32499;2026-05-26\|308.69\|-4.99\|320.00\|320.00\|299.00\|34195;2026-05-27\|295.00\|-4.43\|311.59\|316.97\|291.01\|38101;2026-05-28\|300.21\|1.77\|296.82\|304.89\|289.20\|26624;2026-05-29\|295.00\|-1.74\|302.02\|306.66\|291.00\|26192;2026-06-01\|288.14\|-2.33\|288.42\|301.18\|280.78\|24024;2026-06-02\|291.97\|1.33\|288.07\|298.66\|286.21\|20300;2026-06-03\|298.00\|2.07\|295.09\|309.92\|292.06\|30289;2026-06-04\|317.60\|6.58\|293.00\|317.98\|290.12\|34537;2026-06-05\|296.13\|-6.76\|310.02\|313.95\|295.06\|28074;2026-06-08\|286.60\|-3.22\|268.63\|299.01\|268.63\|23997;2026-06-09\|306.16\|6.82\|298.00\|307.70\|291.77\|21487;2026-06-10\|319.00\|4.19\|303.00\|331.88\|301.08\|39502;2026-06-11\|322.06\|0.96\|317.40\|328.88\|312.23\|23996;2026-06-12\|314.18\|-2.45\|333.33\|336.66\|310.49\|26434;2026-06-15\|337.45\|7.41\|318.00\|344.20\|310.51\|29871;2026-06-16\|336.70\|-0.22\|339.50\|344.16\|327.00\|21139;2026-06-17\|340.24\|1.05\|331.00\|348.00\|328.69\|29851;2026-06-18\|350.80\|3.10\|337.06\|363.00\|336.70\|23327;2026-06-22\|339.80\|-3.14\|358.95\|364.80\|328.08\|35651;2026-06-23\|351.90\|3.56\|341.02\|365.98\|335.51\|34261;2026-06-24\|387.09\|10.00\|350.00\|387.09\|350.00\|30901;2026-06-25\|400.05\|3.35\|405.00\|415.00\|391.96\|31584;2026-06-26\|415.05\|3.75\|398.04\|435.28\|392.04\|31778;2026-06-29\|456.56\|10.00\|413.16\|456.56\|410.00\|38900;2026-06-30\|502.22\|10.00\|470.00\|502.22\|456.60\|39255;2026-07-01\|523.00\|4.14\|505.00\|550.00\|488.04\|43137;2026-07-02\|470.70\|-10.00\|485.00\|498.80\|470.70\|28580;2026-07-03\|472.73\|0.43\|452.18\|489.10\|440.00\|41689;2026-07-06\|462.00\|-2.27\|472.73\|491.71\|451.02\|30469;2026-07-07\|448.49\|-2.92\|451.16\|461.50\|428.00\|40496;2026-07-08\|443.22\|-1.18\|448.00\|473.01\|431.29\|31250;2026-07-09\|487.54\|10.00\|449.24\|487.54\|444.44\|34165;2026-07-10\|448.75\|-7.96\|500.00\|509.01\|448.75\|38526;2026-07-13\|410.21\|-8.59\|436.29\|455.00\|407.17\|32887;2026-07-14\|401.95\|-2.01\|408.00\|420.88\|386.00\|43859;2026-07-15\|373.84\|-6.99\|411.99\|418.95\|367.03\|50710;2026-07-16\|338.00\|-9.59\|368.09\|375.88\|337.02\|43817;2026-07-17\|305.25\|-9.69\|343.00\|346.00\|305.00\|46078;2026-07-20\|283.08\|-7.26\|320.51\|327.98\|275.47\|47535;2026-07-21\|311.39\|10.00\|287.58\|311.39\|258.35\|41422;2026-07-22\|314.37\|0.96\|322.00\|335.50\|307.70\|76222;2026-07-23\|298.56\|-5.03\|319.66\|319.66\|293.03\|40603;2026-07-24\|294.60\|-1.33\|292.10\|308.50\|286.03\|36262;2026-07-27\|308.19\|4.61\|300.00\|311.24\|279.02\|42013;2026-07-28\|277.37\|-10.00\|303.70\|311.97\|277.37\|36708;2026-07-29\|270.09\|-2.62\|275.11\|283.00\|252.70\|42365;2026-07-30\|243.98\|-9.67\|265.84\|272.95\|243.08\|43836;2026-07-31\|263.39\|7.96\|264.04\|268.38\|250.00\|55510;2026-08-03\|242.04\|-8.11\|255.10\|261.98\|241.09\|47935;2026-08-04\|266.24\|10.00\|245.68\|266.24\|241.50\|29362;2026-08-05\|292.86\|10.00\|279.55\|292.86\|273.89\|14765;2026-08-06\|307.73\|5.08\|290.00\|314.98\|288.88\|53621;2026-08-07\|316.70\|2.91\|307.58\|321.52\|300.66\|43167;2026-08-10\|319.99\|1.04\|316.70\|328.98\|313.16\|46650;2026-08-11\|319.48\|-0.16\|315.00\|336.36\|314.00\|38190;2026-08-12\|327.76\|2.59\|325.87\|332.66\|317.50\|27415;2026-08-13\|337.98\|3.12\|336.00\|360.00\|336.00\|38289;2026-08-14\|333.22\|-1.41\|342.00\|343.45\|322.07\|36754;2026-08-17\|357.23\|7.21\|333.22\|357.90\|333.22\|48665;2026-08-18\|366.85\|2.69\|358.00\|369.99\|352.00\|40989;2026-08-19\|330.17\|-10.00\|348.55\|356.89\|330.17\|35407;2026-08-20\|353.76\|7.14\|331.00\|356.99\|319.00\|48566;2026-08-21\|365.99\|3.46\|348.03\|371.98\|338.90\|56858;2026-08-24\|347.30\|-5.11\|368.00\|368.68\|333.00\|55592;2026-08-25\|339.57\|-2.23\|335.00\|347.00\|328.01\|38435;2026-08-26\|347.29\|2.27\|339.57\|361.89\|333.00\|43555;2026-08-27\|356.90\|2.77\|344.84\|359.28\|337.66\|40587;2026-08-28\|337.46\|-5.45\|356.89\|362.00\|337.00\|36435;2026-08-31\|342.18\|1.40\|325.00\|343.48\|322.00\|32399;2026-09-01\|332.04\|-2.96\|344.28\|344.88\|323.62\|32592;2026-09-02\|325.00\|-2.12\|323.61\|333.00\|318.65\|28321;2026-09-03\|330.26\|1.62\|330.00\|337.96\|319.10\|30205;2026-09-04\|308.31\|-6.65\|336.87\|336.88\|304.00\|39985;2026-09-07\|322.51\|4.61\|315.00\|324.94\|309.00\|34370;2026-09-08\|318.04\|-1.39\|323.00\|333.37\|316.30\|29914;2026-09-09\|316.20\|-0.58\|319.99\|329.00\|313.55\|21114;2026-09-10\|315.35\|-0.27\|313.21\|321.96\|310.00\|17012;2026-09-11\|303.72\|-3.69\|309.70\|311.99\|292.00\|33919
117839	美团发布基于国产算力训练的万亿参数大模型	电子特气+电力设备+真空灭弧室+央企行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%。 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年4月20日互动易，2025年度公司控股子公司宝光联悦拓展电子特气领域，在氢气基础上拓展高纯氮、六氟化硫、C4气体、氧、氦等多品类产品，形成“氢气为主、多气协同”的业务格局。核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺。 2、据公司2025年年报，宝光智中经营的储能板块提供调频、调压、调峰、备用等电力辅助服务，同步开展工商业储能，提供绿能工厂整体解决方案、源网荷储、光储充一体化系统集成，技术支持等服务。 3、据2025年4月11日年报，公司真空灭弧室在特高压换流变、抽水蓄能发电机断路器实现国产化替代，技术国际领先。 4、据2025年7月10日公告，控股股东宝光集团所持30%股份已无偿划转至中国西电集团，公司实控人仍为国务院国资委。	公司控股子公司宝光联悦拓展电子特气领域，核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺	2026-05-08\|16.75\|-6.16\|17.60\|17.60\|16.51\|749524;2026-05-11\|18.43\|10.03\|17.09\|18.43\|16.81\|948855;2026-05-12\|17.19\|-6.73\|18.31\|19.20\|16.64\|867835;2026-05-13\|18.91\|10.01\|16.90\|18.91\|16.49\|491730;2026-05-14\|18.94\|0.16\|19.50\|20.80\|18.58\|1124392;2026-05-15\|18.66\|-1.48\|18.80\|19.29\|17.54\|816698;2026-05-18\|16.79\|-10.02\|17.62\|17.67\|16.79\|475559;2026-05-19\|15.11\|-10.01\|15.61\|15.96\|15.11\|685291;2026-05-20\|14.16\|-6.29\|14.72\|15.08\|14.16\|472554;2026-05-21\|13.31\|-6.00\|14.13\|14.30\|13.09\|413592;2026-05-22\|13.54\|1.73\|13.35\|13.61\|13.27\|237917;2026-05-25\|13.34\|-1.48\|13.54\|13.68\|13.19\|241448;2026-05-26\|13.66\|2.40\|13.35\|13.85\|12.76\|424852;2026-05-27\|14.26\|4.39\|13.38\|14.46\|13.06\|461069;2026-05-28\|14.08\|-1.26\|13.90\|14.18\|13.76\|286828;2026-05-29\|13.16\|-6.53\|13.96\|13.96\|13.09\|243647;2026-06-01\|13.88\|5.47\|13.16\|14.08\|13.08\|260544;2026-06-02\|13.23\|-4.68\|13.79\|13.86\|12.90\|230245;2026-06-03\|13.30\|0.53\|13.19\|13.31\|12.77\|195544;2026-06-04\|12.70\|-4.51\|13.08\|13.22\|12.53\|206323;2026-06-05\|12.69\|-0.08\|12.63\|12.92\|12.20\|190799;2026-06-08\|12.09\|-4.73\|12.28\|12.72\|11.90\|155974;2026-06-09\|12.20\|0.91\|12.30\|12.30\|11.87\|115576;2026-06-10\|12.00\|-1.64\|12.19\|12.35\|11.88\|118473;2026-06-11\|12.04\|0.33\|11.91\|12.05\|11.72\|113026;2026-06-12\|11.88\|-1.08\|12.01\|12.22\|11.78\|121420;2026-06-15\|12.25\|3.11\|11.95\|12.26\|11.92\|126438;2026-06-16\|12.54\|2.37\|12.34\|12.79\|12.22\|154609;2026-06-17\|12.29\|-1.99\|12.42\|12.58\|12.25\|116824;2026-06-18\|12.08\|-1.71\|12.25\|12.27\|12.03\|108880;2026-06-22\|12.48\|3.31\|12.07\|12.49\|11.94\|174114;2026-06-23\|13.73\|10.02\|12.68\|13.73\|12.59\|280112;2026-06-24\|15.10\|9.98\|13.88\|15.10\|13.58\|705004;2026-06-25\|15.17\|0.46\|15.00\|15.73\|14.47\|574820;2026-06-26\|14.52\|-4.28\|15.02\|15.17\|14.33\|354583;2026-06-29\|13.70\|-5.65\|14.34\|14.85\|13.40\|326525;2026-06-30\|15.07\|10.00\|13.58\|15.07\|13.07\|346316;2026-07-01\|15.38\|2.06\|15.07\|15.74\|14.90\|441906;2026-07-02\|15.01\|-2.41\|14.90\|15.65\|14.77\|323904;2026-07-03\|15.63\|4.13\|15.00\|15.93\|14.91\|385297;2026-07-06\|16.71\|6.91\|15.63\|17.00\|15.18\|445504;2026-07-07\|16.90\|1.14\|15.99\|17.55\|15.15\|416904;2026-07-08\|15.21\|-10.00\|16.25\|16.90\|15.21\|321137;2026-07-09\|14.84\|-2.43\|14.80\|15.42\|14.16\|351895;2026-07-10\|14.78\|-0.40\|14.80\|15.90\|14.71\|294088;2026-07-13\|13.55\|-8.32\|15.20\|15.70\|13.37\|316352;2026-07-14\|13.31\|-1.77\|13.51\|13.58\|12.88\|213833;2026-07-15\|13.03\|-2.10\|13.17\|13.40\|12.90\|125123;2026-07-16\|12.23\|-6.14\|12.81\|13.00\|12.16\|173639;2026-07-17\|11.20\|-8.42\|12.19\|12.23\|11.02\|205930;2026-07-20\|10.08\|-10.00\|11.36\|11.37\|10.08\|208766;2026-07-21\|10.23\|1.49\|10.17\|10.30\|9.21\|200223;2026-07-22\|10.47\|2.35\|10.17\|10.73\|9.98\|200259;2026-07-23\|11.52\|10.03\|10.52\|11.52\|10.52\|126916;2026-07-24\|11.15\|-3.21\|11.90\|12.15\|11.00\|284191;2026-07-27\|11.78\|5.65\|11.00\|11.85\|10.90\|203690;2026-07-28\|11.83\|0.42\|12.02\|12.55\|11.78\|217714;2026-07-29\|11.73\|-0.85\|11.68\|11.92\|11.40\|200175;2026-07-30\|10.56\|-9.97\|11.56\|11.73\|10.56\|205181;2026-07-31\|11.04\|4.55\|11.00\|11.34\|10.98\|185910;2026-08-03\|11.23\|1.72\|11.01\|11.30\|10.91\|118306;2026-08-04\|12.35\|9.97\|11.69\|12.35\|11.39\|262254;2026-08-05\|12.60\|2.02\|12.19\|12.73\|12.11\|269980;2026-08-06\|13.15\|4.37\|12.40\|13.20\|12.33\|212889;2026-08-07\|13.63\|3.65\|13.18\|13.82\|13.13\|232664;2026-08-10\|14.27\|4.70\|13.54\|14.34\|13.12\|280146;2026-08-11\|13.45\|-5.75\|13.98\|14.21\|13.30\|249719;2026-08-12\|14.80\|10.04\|13.38\|14.80\|13.20\|288482;2026-08-13\|14.42\|-2.57\|14.80\|15.68\|14.30\|431343;2026-08-14\|14.50\|0.55\|14.70\|14.95\|14.22\|205684;2026-08-17\|14.80\|2.07\|14.50\|14.88\|14.37\|136857;2026-08-18\|15.33\|3.58\|14.61\|15.35\|14.40\|214179;2026-08-19\|14.44\|-5.81\|14.85\|15.55\|14.28\|226029;2026-08-20\|14.45\|0.07\|14.77\|15.02\|14.37\|186233;2026-08-21\|15.52\|7.40\|14.39\|15.61\|14.08\|280160;2026-08-24\|14.65\|-5.61\|15.62\|16.08\|14.14\|272011;2026-08-25\|14.78\|0.89\|14.60\|15.10\|14.33\|222029;2026-08-26\|14.66\|-0.81\|14.78\|14.88\|14.30\|158046;2026-08-27\|14.22\|-3.00\|14.60\|14.66\|13.82\|269494;2026-08-28\|14.18\|-0.28\|14.17\|14.98\|13.90\|211040;2026-08-31\|14.56\|2.68\|13.93\|14.64\|13.75\|182594;2026-09-01\|14.42\|-0.96\|14.38\|14.68\|14.12\|122706;2026-09-02\|15.14\|4.99\|14.28\|15.34\|14.22\|272834;2026-09-03\|14.88\|-1.72\|15.00\|15.15\|14.33\|199349;2026-09-04\|14.33\|-3.70\|14.79\|15.15\|14.21\|140875;2026-09-07\|14.69\|2.51\|14.28\|14.80\|14.28\|116047;2026-09-08\|14.69\|0.00\|14.74\|14.91\|14.46\|86688;2026-09-09\|14.43\|-1.77\|14.74\|14.94\|14.24\|90325;2026-09-10\|14.56\|0.90\|14.35\|15.00\|14.18\|126507;2026-09-11\|14.20\|-2.47\|14.39\|14.47\|13.85\|88703
117838	美团发布基于国产算力训练的万亿参数大模型	算力租赁+光模块+英伟达+武汉国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月29日年报，公司已构建以航锦武汉从事算力服务、上海航锦云从事云业务的全域矩阵式产品及服务体系，为各类用户提供全栈式解决方案。 2、据2025年7月15日互动易，控股子公司超擎数智的800G光模块产品面向数据中心及高性能计算领域，是整体解决方案的重要部分。 3、据2026年6月24日互动易，公司采用英伟达高性能服务器为客户提供算力服务。 4、据2026年4月29日年报及一季报，公司智算算力、电子、化工三大板块协同发展，2026年一季度归母净利润同比增长213.64%；公司实控人为武汉市国资委。	1、公司是一家在国产军工芯片领域具有重要地位的企业，旗下子公司长沙韶光研发的高性能 GPU 芯片 SG6931 支持 2D/3D 图形加速等功能，还有反熔丝 FPGA 芯片因抗辐射等特性用于战机等关键设备，此外公司产品还涵盖模拟芯片、存储芯片、总线接口芯片等； 2、公司智算算力板块已部署GPU服务器集群，自持服务器约1400台、运算能力1.5万P，为多家大型终端客户提供算力租赁及全栈解决方案，旗下超擎数智为DeepSeek提供光模块和交换机	2026-05-08\|18.82\|1.51\|19.00\|19.64\|18.61\|1137634;2026-05-11\|18.14\|-3.61\|18.49\|18.67\|17.57\|748288;2026-05-12\|17.46\|-3.75\|18.04\|18.14\|17.38\|490356;2026-05-13\|17.73\|1.55\|17.46\|17.97\|17.15\|451777;2026-05-14\|17.55\|-1.02\|18.00\|18.40\|17.51\|616632;2026-05-15\|16.75\|-4.56\|17.77\|18.05\|16.60\|540280;2026-05-18\|16.34\|-2.45\|16.76\|17.20\|16.19\|366298;2026-05-19\|16.51\|1.04\|16.32\|16.79\|16.10\|303765;2026-05-20\|15.68\|-5.03\|16.30\|16.44\|15.67\|319058;2026-05-21\|14.62\|-6.76\|15.85\|15.85\|14.56\|376065;2026-05-22\|16.08\|9.99\|14.80\|16.08\|14.56\|472752;2026-05-25\|16.34\|1.62\|16.78\|16.78\|16.09\|415576;2026-05-26\|15.67\|-4.10\|16.34\|16.35\|15.39\|319985;2026-05-27\|15.01\|-4.21\|15.70\|15.75\|14.89\|285032;2026-05-28\|15.20\|1.27\|14.96\|15.44\|14.80\|274067;2026-05-29\|14.46\|-4.87\|15.12\|15.37\|14.37\|262890;2026-06-01\|14.46\|0.00\|14.54\|14.65\|14.26\|183930;2026-06-02\|14.14\|-2.21\|14.40\|14.40\|13.80\|206502;2026-06-03\|14.03\|-0.78\|14.08\|14.29\|13.87\|167983;2026-06-04\|13.66\|-2.64\|13.80\|13.97\|13.55\|170198;2026-06-05\|13.70\|0.29\|13.66\|13.96\|13.24\|208267;2026-06-08\|12.92\|-5.69\|13.20\|13.46\|12.75\|227470;2026-06-09\|13.17\|1.94\|13.01\|13.19\|12.54\|177577;2026-06-10\|12.89\|-2.13\|12.91\|13.34\|12.75\|154112;2026-06-11\|12.41\|-3.72\|12.90\|13.12\|12.32\|202719;2026-06-12\|12.39\|-0.16\|12.50\|12.59\|12.14\|277597;2026-06-15\|12.85\|3.71\|12.40\|12.91\|12.33\|218736;2026-06-16\|12.92\|0.54\|12.80\|13.07\|12.52\|179050;2026-06-17\|12.71\|-1.63\|12.95\|13.09\|12.63\|159731;2026-06-18\|12.35\|-2.83\|12.59\|12.64\|12.34\|160183;2026-06-22\|12.71\|2.92\|12.16\|12.74\|11.95\|271582;2026-06-23\|12.24\|-3.70\|12.59\|12.72\|12.16\|165010;2026-06-24\|13.46\|9.97\|12.20\|13.46\|11.77\|460735;2026-06-25\|14.81\|10.03\|13.92\|14.81\|13.92\|205705;2026-06-26\|13.97\|-5.67\|15.55\|15.75\|13.71\|958782;2026-06-29\|13.20\|-5.51\|13.47\|14.19\|13.02\|529991;2026-06-30\|14.52\|10.00\|13.08\|14.52\|12.67\|515864;2026-07-01\|14.85\|2.27\|14.55\|15.18\|14.26\|768459;2026-07-02\|15.02\|1.14\|14.37\|15.44\|14.15\|637426;2026-07-03\|14.58\|-2.93\|14.82\|15.10\|14.30\|450878;2026-07-06\|15.41\|5.69\|14.67\|15.69\|14.66\|598696;2026-07-07\|15.56\|0.97\|16.95\|16.95\|15.20\|858417;2026-07-08\|14.19\|-8.80\|15.65\|15.67\|14.00\|620123;2026-07-09\|14.02\|-1.20\|13.85\|14.65\|13.58\|467358;2026-07-10\|14.23\|1.50\|13.75\|14.67\|13.61\|521587;2026-07-13\|13.09\|-8.01\|14.04\|14.10\|13.08\|415481;2026-07-14\|12.81\|-2.14\|12.98\|13.28\|12.47\|303926;2026-07-15\|12.88\|0.55\|12.81\|13.06\|12.53\|231936;2026-07-16\|13.04\|1.24\|12.61\|13.38\|12.60\|281473;2026-07-17\|12.40\|-4.91\|12.88\|13.25\|12.32\|300256;2026-07-20\|12.58\|1.45\|12.70\|13.27\|12.13\|329910;2026-07-21\|12.70\|0.95\|12.37\|12.73\|11.50\|380263;2026-07-22\|12.59\|-0.87\|12.45\|12.84\|12.36\|261043;2026-07-23\|12.92\|2.62\|12.54\|12.95\|12.37\|237394;2026-07-24\|12.02\|-6.97\|12.69\|12.74\|12.02\|258871;2026-07-27\|12.43\|3.41\|12.02\|12.45\|11.77\|201775;2026-07-28\|12.28\|-1.21\|12.20\|12.44\|12.10\|150931;2026-07-29\|12.47\|1.55\|12.26\|12.62\|12.15\|178865;2026-07-30\|12.05\|-3.37\|12.35\|12.55\|12.03\|199828;2026-07-31\|12.54\|4.07\|12.45\|12.70\|12.40\|267403;2026-08-03\|13.40\|6.86\|12.55\|13.79\|12.54\|510764;2026-08-04\|13.62\|1.64\|13.40\|13.70\|13.28\|342074;2026-08-05\|13.69\|0.51\|13.45\|13.85\|13.45\|340137;2026-08-06\|13.54\|-1.10\|13.61\|13.83\|13.40\|238941;2026-08-07\|13.49\|-0.37\|13.56\|13.60\|13.19\|217732;2026-08-10\|13.82\|2.45\|13.59\|13.88\|13.44\|211423;2026-08-11\|13.67\|-1.09\|13.78\|13.87\|13.49\|151411;2026-08-12\|13.88\|1.54\|13.80\|13.94\|13.55\|186942;2026-08-13\|13.48\|-2.88\|14.15\|14.22\|13.48\|251669;2026-08-14\|13.45\|-0.22\|13.60\|13.70\|13.26\|205839;2026-08-17\|13.46\|0.07\|13.45\|13.52\|13.20\|176557;2026-08-18\|12.90\|-4.16\|13.46\|13.47\|12.86\|242940;2026-08-19\|12.02\|-6.82\|12.58\|12.64\|12.00\|252719;2026-08-20\|11.96\|-0.50\|12.26\|12.28\|11.88\|167082;2026-08-21\|12.02\|0.50\|11.90\|12.02\|11.66\|138819;2026-08-24\|11.70\|-2.66\|12.00\|12.03\|11.61\|150191;2026-08-25\|12.00\|2.56\|11.56\|12.08\|11.55\|157351;2026-08-26\|12.15\|1.25\|11.95\|12.47\|11.91\|203838;2026-08-27\|12.36\|1.73\|12.00\|12.49\|12.00\|187281;2026-08-28\|12.41\|0.40\|12.31\|12.55\|12.30\|158641;2026-08-31\|12.52\|0.89\|12.31\|12.55\|12.22\|147156;2026-09-01\|12.52\|0.00\|12.51\|12.66\|12.43\|117557;2026-09-02\|12.53\|0.08\|12.38\|12.60\|12.31\|123220;2026-09-03\|12.46\|-0.56\|12.58\|12.64\|12.35\|94929;2026-09-04\|12.24\|-1.77\|12.50\|12.59\|12.18\|133222;2026-09-07\|12.24\|0.00\|12.27\|12.35\|12.20\|84692;2026-09-08\|12.26\|0.16\|12.25\|12.34\|12.18\|89864;2026-09-09\|12.24\|-0.16\|12.29\|12.31\|12.03\|95792;2026-09-10\|12.07\|-1.39\|12.18\|12.20\|12.04\|78830;2026-09-11\|11.80\|-2.24\|11.96\|11.96\|11.58\|152663
117837	美团发布基于国产算力训练的万亿参数大模型	存储芯片+收购半导体+汽车轮毂行业原因：韩国政府6月29日表示，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6月12日公告，公司拟以9800万元现金收购广东全芯半导体有限公司30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品。 2、据2025年年报，公司主营业务为汽车铝合金轮毂及轮胎，深耕汽车高端改装市场，在北美洲拥有成熟稳定的直营销售渠道，是国内同行业拥有最完善海外销售渠道的企业之一。 3、据2026年6月5日公告，公司控股股东向君弘钱江协议转让6.00%股份已完成过户登记，过户时间为2026年6月3日，受让方承诺15个月内不减持。	公司拟斥资9800万元收购全芯半导体30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品	2026-05-08\|7.42\|1.09\|7.26\|7.47\|7.21\|220460;2026-05-11\|7.58\|2.16\|7.40\|7.82\|7.40\|244913;2026-05-12\|7.44\|-1.85\|7.51\|7.59\|7.37\|170082;2026-05-13\|7.38\|-0.81\|7.41\|7.58\|7.30\|165586;2026-05-14\|7.35\|-0.41\|7.38\|7.59\|7.30\|172155;2026-05-15\|7.33\|-0.27\|7.35\|7.42\|7.26\|132980;2026-05-18\|7.23\|-1.36\|7.35\|7.41\|7.12\|148408;2026-05-19\|7.18\|-0.69\|7.27\|7.43\|7.13\|127092;2026-05-20\|7.20\|0.28\|7.18\|7.34\|7.00\|126839;2026-05-21\|6.92\|-3.89\|7.17\|7.32\|6.88\|147775;2026-05-22\|7.12\|2.89\|7.03\|7.15\|6.95\|111717;2026-05-25\|6.85\|-3.79\|7.17\|7.33\|6.77\|148475;2026-05-26\|6.65\|-2.92\|6.85\|6.96\|6.18\|182943;2026-05-27\|7.32\|10.08\|6.60\|7.32\|6.53\|239390;2026-05-28\|7.38\|0.82\|7.27\|7.50\|7.25\|366651;2026-05-29\|7.35\|-0.41\|7.49\|8.08\|7.28\|396452;2026-06-01\|7.56\|2.86\|7.35\|7.68\|7.25\|294430;2026-06-02\|7.19\|-4.89\|7.52\|7.55\|6.96\|271850;2026-06-03\|7.13\|-0.83\|7.18\|7.26\|7.01\|200506;2026-06-04\|6.92\|-2.95\|7.06\|7.15\|6.86\|143276;2026-06-05\|6.90\|-0.29\|6.92\|7.23\|6.76\|156689;2026-06-08\|6.98\|1.16\|6.70\|7.37\|6.67\|237728;2026-06-09\|7.68\|10.03\|7.11\|7.68\|7.00\|296903;2026-06-10\|7.47\|-2.73\|7.68\|7.80\|7.36\|348757;2026-06-11\|7.32\|-2.01\|7.49\|7.63\|7.13\|254397;2026-06-12\|8.05\|9.97\|8.05\|8.05\|8.05\|54292;2026-06-15\|8.86\|10.06\|8.86\|8.86\|8.86\|17089;2026-06-16\|8.81\|-0.56\|9.75\|9.75\|8.40\|1175696;2026-06-17\|8.49\|-3.63\|8.22\|8.91\|8.22\|902349;2026-06-18\|8.22\|-3.18\|8.43\|9.14\|7.90\|918383;2026-06-22\|8.20\|-0.24\|8.24\|9.00\|7.91\|855875;2026-06-23\|9.02\|10.00\|8.00\|9.02\|7.78\|744181;2026-06-24\|8.27\|-8.31\|8.80\|8.82\|8.12\|817606;2026-06-25\|9.10\|10.04\|8.56\|9.10\|8.56\|1034978;2026-06-26\|9.04\|-0.66\|8.90\|9.56\|8.72\|925942;2026-06-29\|8.23\|-8.96\|8.90\|9.22\|8.14\|751573;2026-06-30\|9.05\|9.96\|8.02\|9.05\|8.02\|552182;2026-07-01\|9.25\|2.21\|9.07\|9.61\|8.91\|750765;2026-07-02\|8.89\|-3.89\|8.96\|9.24\|8.83\|477220;2026-07-03\|8.66\|-2.59\|8.95\|9.17\|8.60\|396244;2026-07-06\|8.35\|-3.58\|8.63\|8.81\|8.12\|373834;2026-07-07\|7.89\|-5.51\|8.42\|8.44\|7.85\|292771;2026-07-08\|7.26\|-7.98\|7.80\|7.89\|7.24\|276460;2026-07-09\|7.29\|0.41\|7.38\|7.42\|6.80\|293608;2026-07-10\|7.11\|-2.47\|7.31\|7.57\|7.11\|222488;2026-07-13\|6.52\|-8.30\|7.03\|7.10\|6.41\|196767;2026-07-14\|6.59\|1.07\|6.53\|6.63\|6.30\|184242;2026-07-15\|6.38\|-3.19\|6.56\|6.69\|6.30\|168629;2026-07-16\|6.15\|-3.60\|6.38\|6.38\|6.12\|156320;2026-07-17\|5.75\|-6.50\|6.24\|6.28\|5.68\|167507;2026-07-20\|5.34\|-7.13\|5.85\|5.90\|5.25\|186687;2026-07-21\|5.49\|2.81\|5.40\|5.50\|4.83\|215466;2026-07-22\|5.32\|-3.10\|5.45\|5.55\|5.21\|176944;2026-07-23\|5.53\|3.95\|5.33\|5.55\|5.28\|144818;2026-07-24\|5.53\|0.00\|5.48\|5.62\|5.34\|154958;2026-07-27\|5.72\|3.44\|5.49\|5.72\|5.49\|148628;2026-07-28\|5.64\|-1.40\|5.61\|5.82\|5.59\|118060;2026-07-29\|5.77\|2.31\|5.60\|5.83\|5.50\|142676;2026-07-30\|5.69\|-1.39\|5.75\|5.82\|5.62\|151933;2026-07-31\|5.89\|3.51\|5.86\|6.00\|5.82\|157144;2026-08-03\|5.99\|1.70\|5.87\|6.03\|5.83\|138149;2026-08-04\|6.08\|1.50\|6.00\|6.12\|5.94\|165386;2026-08-05\|6.69\|10.03\|6.15\|6.69\|6.10\|259490;2026-08-06\|6.84\|2.24\|6.70\|6.90\|6.52\|321944;2026-08-07\|6.96\|1.75\|6.83\|7.03\|6.65\|198404;2026-08-10\|6.90\|-0.86\|6.95\|7.00\|6.83\|107798;2026-08-11\|6.73\|-2.46\|6.87\|6.93\|6.71\|136427;2026-08-12\|6.92\|2.82\|6.73\|6.93\|6.63\|117083;2026-08-13\|6.72\|-2.89\|6.92\|7.00\|6.71\|108194;2026-08-14\|6.74\|0.30\|6.72\|6.79\|6.60\|98361;2026-08-17\|6.77\|0.45\|6.74\|6.78\|6.64\|81213;2026-08-18\|6.75\|-0.30\|6.75\|6.77\|6.61\|95013;2026-08-19\|6.38\|-5.48\|6.70\|6.70\|6.33\|107517;2026-08-20\|6.53\|2.35\|6.40\|6.68\|6.35\|102430;2026-08-21\|6.73\|3.06\|6.50\|6.75\|6.39\|115470;2026-08-24\|6.62\|-1.63\|6.71\|6.86\|6.51\|101249;2026-08-25\|6.66\|0.60\|6.64\|6.75\|6.47\|102641;2026-08-26\|6.58\|-1.20\|6.65\|6.76\|6.51\|146871;2026-08-27\|6.56\|-0.30\|6.54\|6.66\|6.48\|143183;2026-08-28\|6.73\|2.59\|6.56\|6.89\|6.56\|137375;2026-08-31\|6.75\|0.30\|6.66\|6.78\|6.60\|78475;2026-09-01\|6.63\|-1.78\|6.78\|6.88\|6.62\|112103;2026-09-02\|6.55\|-1.21\|6.56\|6.62\|6.44\|97697;2026-09-03\|6.48\|-1.07\|6.58\|6.71\|6.46\|81984;2026-09-04\|6.42\|-0.93\|6.54\|6.68\|6.35\|112096;2026-09-07\|6.41\|-0.16\|6.50\|6.51\|6.37\|83681;2026-09-08\|6.53\|1.87\|6.41\|6.70\|6.40\|204622;2026-09-09\|6.36\|-2.60\|6.47\|6.52\|6.32\|85705;2026-09-10\|6.35\|-0.16\|6.37\|6.38\|6.26\|56367;2026-09-11\|6.17\|-2.83\|6.29\|6.32\|6.05\|108926
117836	美团发布基于国产算力训练的万亿参数大模型	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-05-08\|57.44\|0.79\|56.70\|58.45\|56.08\|33030;2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|87.10\|-7.39\|91.65\|95.55\|87.00\|86119;2026-07-14\|84.30\|-3.21\|88.66\|89.00\|80.27\|82568;2026-07-15\|83.03\|-1.51\|84.84\|87.49\|80.09\|58738;2026-07-16\|75.01\|-9.66\|82.10\|82.60\|74.73\|67349;2026-07-17\|67.51\|-10.00\|75.04\|76.33\|67.51\|66857;2026-07-20\|60.76\|-10.00\|66.05\|69.43\|60.76\|83456;2026-07-21\|64.09\|5.48\|60.76\|64.80\|54.68\|108630;2026-07-22\|66.23\|3.34\|62.79\|70.50\|62.52\|111819;2026-07-23\|65.09\|-1.72\|66.24\|67.50\|63.02\|64843;2026-07-24\|68.56\|5.33\|64.12\|71.60\|63.19\|100887;2026-07-27\|70.59\|2.96\|67.05\|70.88\|65.30\|77927;2026-07-28\|65.94\|-6.59\|69.19\|71.60\|64.64\|58972;2026-07-29\|61.96\|-6.04\|65.93\|66.50\|59.46\|75276;2026-07-30\|55.76\|-10.01\|62.59\|62.80\|55.76\|69854;2026-07-31\|57.87\|3.78\|60.00\|61.34\|57.79\|76151;2026-08-03\|58.10\|0.40\|57.86\|58.72\|55.20\|59334;2026-08-04\|62.00\|6.71\|58.25\|62.36\|57.76\|60189;2026-08-05\|66.60\|7.42\|60.92\|67.20\|60.81\|61543;2026-08-06\|66.71\|0.17\|65.64\|69.00\|64.97\|63463;2026-08-07\|67.50\|1.18\|66.71\|67.90\|64.93\|63341;2026-08-10\|74.25\|10.00\|67.50\|74.25\|67.39\|93645;2026-08-11\|71.71\|-3.42\|73.00\|74.25\|70.00\|69755;2026-08-12\|72.23\|0.73\|71.75\|73.13\|71.40\|50672;2026-08-13\|69.99\|-3.10\|72.38\|73.18\|69.76\|55655;2026-08-14\|70.35\|0.51\|70.35\|72.00\|69.30\|40500;2026-08-17\|72.30\|2.77\|70.39\|72.30\|69.50\|43188;2026-08-18\|79.53\|10.00\|72.14\|79.53\|71.64\|85186;2026-08-19\|71.58\|-10.00\|78.02\|78.49\|71.58\|73395;2026-08-20\|73.77\|3.06\|73.22\|74.80\|69.50\|59844;2026-08-21\|71.63\|-2.90\|72.86\|75.20\|70.00\|51364;2026-08-24\|72.66\|1.44\|71.00\|74.04\|69.70\|54066;2026-08-25\|76.41\|5.16\|70.81\|77.07\|69.00\|71621;2026-08-26\|75.48\|-1.22\|77.00\|77.16\|74.31\|43674;2026-08-27\|80.13\|6.16\|76.26\|82.15\|76.26\|87273;2026-08-28\|82.75\|3.27\|79.64\|86.82\|79.64\|75801;2026-08-31\|83.25\|0.60\|80.50\|83.28\|78.88\|48922;2026-09-01\|78.75\|-5.41\|87.10\|87.25\|77.83\|69545;2026-09-02\|72.60\|-7.81\|77.01\|77.66\|72.20\|66236;2026-09-03\|73.30\|0.96\|73.29\|74.10\|70.61\|59628;2026-09-04\|68.33\|-6.78\|73.90\|74.00\|67.57\|66917;2026-09-07\|68.84\|0.75\|69.73\|70.60\|68.50\|42694;2026-09-08\|64.38\|-6.48\|68.76\|69.46\|63.80\|88773;2026-09-09\|63.90\|-0.75\|64.71\|65.20\|62.67\|74328;2026-09-10\|62.74\|-1.82\|63.57\|63.92\|62.32\|46734;2026-09-11\|60.86\|-3.00\|61.81\|62.00\|58.62\|48189
117835	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基封装载板+康宁合作+光互连+半导体显示行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月17日投资者关系活动记录表，公司2026年上半年已实现板级玻璃基封装载板试验线全自动化设备通线，设计产能1000片/月，已拉通全流程工艺并完成大尺寸高层数20层样品送样，部分客户已通过概念认证进入技术测试阶段。 2、据2026年5月21日公告，公司与康宁公司签署合作备忘录，拟围绕玻璃基封装载板、光互连等重点领域开展合作；公司下属子公司MicroLED光互联芯片已产出样品并为客户送样。 3、据2025年年度报告及2026年5月12日投资者关系记录表，公司是全球半导体显示龙头，五大主流应用LCD面板出货量连续多年位居全球第一，柔性AMOLED一季度出货量4200万片保持增长，第8.6代AMOLED生产线预计2026年年中量产。	1、公司与康宁公司签署合作备忘录，围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作。 2、由公司投建的中国首条第8.6代AMOLED生产线在成都高新区正式实现量产。该生产线总投资630亿元，设计产能为每月3.2万片玻璃基板，是四川省汽今投资体量最大的单体工业项目。	2026-05-08\|4.17\|-0.95\|4.19\|4.19\|4.12\|6379057;2026-05-11\|4.19\|0.48\|4.17\|4.23\|4.16\|6100840;2026-05-12\|4.17\|-0.48\|4.19\|4.23\|4.14\|6185213;2026-05-13\|4.23\|1.44\|4.17\|4.23\|4.15\|6382206;2026-05-14\|4.22\|-0.24\|4.28\|4.33\|4.20\|8761121;2026-05-15\|4.14\|-1.90\|4.22\|4.24\|4.12\|8215945;2026-05-18\|4.21\|1.69\|4.12\|4.23\|4.08\|8399587;2026-05-19\|4.31\|2.38\|4.20\|4.32\|4.17\|8801051;2026-05-20\|4.26\|-1.16\|4.29\|4.31\|4.24\|5717787;2026-05-21\|4.69\|10.09\|4.69\|4.69\|4.69\|10360100;2026-05-22\|5.16\|10.02\|4.70\|5.16\|4.47\|60110592;2026-05-25\|5.27\|2.13\|5.17\|5.37\|5.06\|43088758;2026-05-26\|5.77\|9.49\|5.22\|5.80\|5.18\|51377251;2026-05-27\|5.72\|-0.87\|5.80\|6.09\|5.53\|50185216;2026-05-28\|5.68\|-0.70\|5.72\|5.78\|5.51\|32854869;2026-05-29\|5.11\|-10.04\|5.63\|5.64\|5.11\|36253859;2026-06-01\|5.36\|4.89\|5.12\|5.59\|5.12\|33868876;2026-06-02\|5.47\|2.05\|5.31\|5.54\|5.11\|30258455;2026-06-03\|5.59\|2.19\|5.58\|5.92\|5.53\|36797584;2026-06-04\|6.15\|10.02\|5.69\|6.15\|5.69\|33229988;2026-06-05\|6.43\|4.55\|6.11\|6.77\|6.01\|55041155;2026-06-08\|6.29\|-2.18\|6.48\|6.74\|6.22\|45998759;2026-06-09\|6.52\|3.66\|6.49\|6.64\|6.14\|40031647;2026-06-10\|6.03\|-7.52\|6.34\|6.38\|5.94\|32284804;2026-06-11\|5.83\|-3.32\|6.00\|6.12\|5.70\|32996829;2026-06-12\|5.57\|-4.46\|5.95\|6.01\|5.56\|29146434;2026-06-15\|5.92\|6.28\|5.74\|6.01\|5.73\|29928307;2026-06-16\|6.10\|3.04\|5.93\|6.23\|5.86\|26028372;2026-06-17\|6.71\|10.00\|6.06\|6.71\|6.05\|18550206;2026-06-18\|6.55\|-1.50\|6.86\|6.93\|6.49\|40032427;2026-06-22\|6.93\|5.80\|6.80\|7.18\|6.68\|36729053;2026-06-23\|6.77\|-2.31\|6.85\|7.07\|6.61\|29140578;2026-06-24\|7.07\|4.43\|6.70\|7.15\|6.57\|35877142;2026-06-25\|7.52\|6.36\|7.33\|7.67\|7.14\|36963548;2026-06-26\|7.79\|3.59\|7.50\|8.24\|7.36\|45251769;2026-06-29\|7.95\|2.05\|7.96\|8.21\|7.51\|41524576;2026-06-30\|8.68\|9.18\|8.15\|8.75\|8.11\|51878997;2026-07-01\|8.77\|1.04\|8.49\|8.81\|8.31\|46253150;2026-07-02\|9.10\|3.76\|8.15\|9.50\|7.89\|56618589;2026-07-03\|8.38\|-7.91\|8.86\|9.09\|8.31\|41442067;2026-07-06\|7.76\|-7.40\|8.21\|8.52\|7.74\|37087421;2026-07-07\|7.58\|-2.32\|7.66\|7.84\|7.45\|28186977;2026-07-08\|7.63\|0.66\|7.69\|7.90\|7.26\|33222878;2026-07-09\|8.15\|6.82\|7.71\|8.18\|7.71\|37939905;2026-07-10\|7.59\|-6.87\|8.16\|8.34\|7.59\|38046199;2026-07-13\|6.83\|-10.01\|7.35\|7.41\|6.83\|31758704;2026-07-14\|7.02\|2.78\|6.90\|7.17\|6.66\|29367326;2026-07-15\|6.38\|-9.12\|6.97\|6.97\|6.35\|30112728;2026-07-16\|6.05\|-5.17\|6.25\|6.39\|5.99\|26076559;2026-07-17\|6.07\|0.33\|6.09\|6.22\|5.88\|29568189;2026-07-20\|5.79\|-4.61\|6.15\|6.20\|5.62\|26813210;2026-07-21\|6.31\|8.98\|5.83\|6.36\|5.62\|32003979;2026-07-22\|6.04\|-4.28\|6.18\|6.38\|5.97\|24804252;2026-07-23\|6.06\|0.33\|6.07\|6.14\|5.95\|15753045;2026-07-24\|5.79\|-4.46\|5.92\|6.01\|5.78\|15536425;2026-07-27\|5.97\|3.11\|5.76\|5.97\|5.61\|16274775;2026-07-28\|5.58\|-6.53\|5.80\|5.89\|5.54\|17194932;2026-07-29\|5.71\|2.33\|5.67\|5.77\|5.54\|17218698;2026-07-30\|5.36\|-6.13\|5.63\|5.69\|5.29\|21987199;2026-07-31\|5.51\|2.80\|5.69\|5.72\|5.51\|20659173;2026-08-03\|5.42\|-1.63\|5.44\|5.53\|5.37\|12656172;2026-08-04\|5.63\|3.87\|5.46\|5.66\|5.43\|17534731;2026-08-05\|5.97\|6.04\|5.59\|6.03\|5.58\|25060238;2026-08-06\|5.96\|-0.17\|5.84\|6.08\|5.78\|18714113;2026-08-07\|6.07\|1.85\|5.97\|6.17\|5.86\|21206365;2026-08-10\|5.89\|-2.97\|6.08\|6.10\|5.81\|17777610;2026-08-11\|5.91\|0.34\|5.82\|6.04\|5.79\|13599559;2026-08-12\|5.93\|0.34\|5.88\|5.95\|5.84\|11603477;2026-08-13\|5.86\|-1.18\|6.00\|6.05\|5.85\|14950794;2026-08-14\|5.81\|-0.85\|5.93\|5.94\|5.71\|12589567;2026-08-17\|6.08\|4.65\|5.85\|6.08\|5.77\|21923586;2026-08-18\|6.47\|6.41\|6.09\|6.48\|6.09\|32425845;2026-08-19\|6.01\|-7.11\|6.20\|6.41\|5.93\|26473154;2026-08-20\|5.90\|-1.83\|6.07\|6.09\|5.87\|15278488;2026-08-21\|6.00\|1.69\|5.88\|6.05\|5.79\|13131308;2026-08-24\|5.75\|-4.17\|5.99\|5.99\|5.68\|14437855;2026-08-25\|5.74\|-0.17\|5.65\|5.79\|5.53\|10082392;2026-08-26\|5.72\|-0.35\|5.75\|5.78\|5.69\|8009002;2026-08-27\|5.94\|3.85\|5.75\|5.95\|5.74\|13588147;2026-08-28\|5.92\|-0.34\|5.90\|5.98\|5.86\|10338636;2026-08-31\|6.01\|1.52\|5.79\|6.02\|5.75\|13783033;2026-09-01\|5.91\|-1.66\|6.01\|6.01\|5.89\|9818392;2026-09-02\|5.79\|-2.03\|5.83\|5.84\|5.78\|8092266;2026-09-03\|5.71\|-1.38\|5.83\|5.84\|5.66\|8813273;2026-09-04\|5.61\|-1.75\|5.74\|5.77\|5.58\|9559233;2026-09-07\|5.68\|1.25\|5.66\|5.72\|5.61\|9175169;2026-09-08\|5.56\|-2.11\|5.65\|5.66\|5.55\|9572334;2026-09-09\|5.55\|-0.18\|5.61\|5.63\|5.52\|7371525;2026-09-10\|5.46\|-1.62\|5.51\|5.52\|5.45\|7616584;2026-09-11\|5.33\|-2.38\|5.37\|5.40\|5.21\|10562896
117834	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基板上游+MLCC上游+碳酸锶+青岛国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年5月27日机构调研，锶盐产品下游应用于液晶玻璃基板等行业，钡盐产品下游应用于电子元器件、液晶和光学玻璃基板等。据2025年8月27日互动易，公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业，同时作为生产MLCC所需的高纯钛酸钡重要原材料，可满足MLCC介质层要求。 2、据2026年6月5日投资者关系活动记录表，控股子公司重庆瑞得思达锶盐项目第一条生产线已正常投产，正筹备第二条生产线试生产；项目投产后将年产精细碳酸锶5.32万吨、电子级碳酸锶0.5万吨、氢氧化锶0.3万吨。 3、据2025年年报，公司碳酸钡产能规模及产量位居行业首位，主营业务为钡盐、锶盐和锰系产品的研发、生产和销售；公司最终控制人为青岛市人民政府国有资产监督管理委员会。	公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业；康宁为公司直接客户	2026-05-08\|23.68\|0.04\|23.84\|24.48\|23.54\|350997;2026-05-11\|24.03\|1.48\|23.89\|24.62\|23.75\|390745;2026-05-12\|23.25\|-3.25\|24.28\|24.39\|23.01\|341136;2026-05-13\|24.91\|7.14\|23.08\|25.20\|23.08\|461316;2026-05-14\|24.14\|-3.09\|24.89\|25.34\|24.13\|313164;2026-05-15\|24.95\|3.36\|24.50\|25.98\|24.38\|407865;2026-05-18\|25.89\|3.77\|24.99\|26.68\|24.58\|406247;2026-05-19\|25.10\|-3.05\|25.58\|25.64\|24.39\|319754;2026-05-20\|24.37\|-2.91\|24.85\|24.85\|23.70\|254697;2026-05-21\|24.82\|1.85\|24.70\|26.81\|24.70\|471709;2026-05-22\|26.27\|5.84\|25.58\|26.66\|25.19\|424388;2026-05-25\|27.07\|3.05\|27.55\|28.09\|26.60\|431366;2026-05-26\|29.78\|10.01\|27.74\|29.78\|27.67\|327866;2026-05-27\|30.20\|1.41\|31.30\|32.76\|30.01\|770046;2026-05-28\|33.22\|10.00\|30.05\|33.22\|30.00\|630088;2026-05-29\|32.10\|-3.37\|34.22\|34.88\|31.90\|633052;2026-06-01\|35.31\|10.00\|33.90\|35.31\|33.71\|159444;2026-06-02\|38.84\|10.00\|35.77\|38.84\|35.10\|306045;2026-06-03\|42.72\|9.99\|42.70\|42.72\|41.50\|129948;2026-06-04\|46.98\|10.00\|45.24\|46.98\|45.02\|695678;2026-06-05\|49.50\|5.36\|48.65\|51.68\|46.12\|712725;2026-06-08\|52.83\|6.73\|48.75\|53.99\|48.75\|632199;2026-06-09\|55.55\|5.15\|52.31\|55.58\|50.00\|573956;2026-06-10\|58.88\|5.99\|55.10\|59.08\|54.23\|554803;2026-06-11\|54.03\|-8.24\|59.00\|59.01\|52.99\|746868;2026-06-12\|53.03\|-1.85\|56.00\|59.00\|51.48\|653315;2026-06-15\|53.95\|1.73\|53.24\|55.73\|51.66\|561611;2026-06-16\|56.53\|4.78\|54.70\|58.60\|54.50\|499563;2026-06-17\|57.10\|1.01\|56.17\|62.18\|55.56\|654535;2026-06-18\|56.56\|-0.95\|57.59\|58.80\|53.88\|487569;2026-06-22\|62.22\|10.01\|58.00\|62.22\|58.00\|306757;2026-06-23\|56.00\|-10.00\|64.68\|66.39\|56.00\|499565;2026-06-24\|51.00\|-8.93\|53.00\|53.98\|50.66\|592148;2026-06-25\|52.98\|3.88\|51.78\|53.38\|50.00\|575086;2026-06-26\|58.28\|10.00\|52.98\|58.28\|52.30\|687469;2026-06-29\|57.21\|-1.84\|58.71\|61.68\|55.01\|748813;2026-06-30\|62.93\|10.00\|56.88\|62.93\|56.88\|425266;2026-07-01\|63.80\|1.38\|62.66\|64.30\|59.11\|655824;2026-07-02\|58.28\|-8.65\|59.00\|63.55\|57.42\|631152;2026-07-03\|52.98\|-9.09\|56.00\|57.59\|52.71\|470064;2026-07-06\|47.68\|-10.00\|52.02\|54.29\|47.68\|429950;2026-07-07\|45.68\|-4.19\|47.65\|48.78\|45.45\|339015;2026-07-08\|42.66\|-6.61\|45.89\|46.48\|42.65\|354169;2026-07-09\|43.27\|1.43\|43.51\|45.00\|40.70\|340708;2026-07-10\|41.18\|-4.83\|43.34\|44.80\|41.11\|319364;2026-07-13\|37.70\|-8.45\|40.15\|41.08\|37.52\|280109;2026-07-14\|39.82\|5.62\|38.45\|40.71\|37.18\|279616;2026-07-15\|36.62\|-8.04\|40.56\|40.65\|36.58\|253604;2026-07-16\|34.66\|-5.35\|35.81\|37.25\|34.40\|211732;2026-07-17\|32.88\|-5.14\|35.35\|37.09\|32.67\|321862;2026-07-20\|29.59\|-10.01\|33.54\|33.83\|29.59\|265075;2026-07-21\|31.27\|5.68\|29.59\|31.50\|26.63\|423617;2026-07-22\|30.23\|-3.33\|30.75\|31.66\|29.60\|293875;2026-07-23\|30.94\|2.35\|30.73\|31.90\|29.89\|249549;2026-07-24\|29.60\|-4.33\|29.94\|31.39\|29.36\|174084;2026-07-27\|31.19\|5.37\|30.03\|31.20\|28.80\|193072;2026-07-28\|28.88\|-7.41\|30.93\|31.43\|28.28\|246931;2026-07-29\|28.62\|-0.90\|28.67\|29.04\|27.47\|237782;2026-07-30\|26.95\|-5.84\|28.62\|29.38\|25.93\|270349;2026-07-31\|26.99\|0.15\|28.57\|29.08\|26.92\|264867;2026-08-03\|25.62\|-5.08\|26.96\|27.12\|25.40\|258472;2026-08-04\|27.20\|6.17\|25.98\|27.51\|25.18\|249782;2026-08-05\|29.92\|10.00\|27.24\|29.92\|27.24\|256500;2026-08-06\|31.49\|5.25\|30.38\|31.95\|29.96\|581004;2026-08-07\|32.96\|4.67\|31.91\|33.50\|31.75\|571095;2026-08-10\|33.10\|0.42\|33.49\|34.11\|31.83\|475489;2026-08-11\|33.75\|1.96\|32.90\|35.38\|32.42\|577756;2026-08-12\|33.46\|-0.86\|33.66\|33.87\|32.52\|385878;2026-08-13\|33.01\|-1.34\|33.90\|34.60\|33.00\|347158;2026-08-14\|33.63\|1.88\|33.16\|33.79\|32.85\|237671;2026-08-17\|34.75\|3.33\|33.76\|35.13\|33.47\|321731;2026-08-18\|38.23\|10.01\|35.50\|38.23\|35.49\|563790;2026-08-19\|39.88\|4.32\|37.00\|40.88\|36.36\|925574;2026-08-20\|35.89\|-10.01\|38.50\|38.55\|35.89\|647990;2026-08-21\|34.68\|-3.37\|34.17\|35.79\|33.51\|477802;2026-08-24\|38.15\|10.01\|34.95\|38.15\|33.57\|756575;2026-08-25\|38.27\|0.31\|38.15\|40.38\|36.36\|878201;2026-08-26\|39.17\|2.35\|38.86\|40.13\|36.88\|708626;2026-08-27\|40.50\|3.40\|39.19\|40.72\|38.95\|703310;2026-08-28\|42.10\|3.95\|39.60\|43.66\|39.00\|787352;2026-08-31\|41.07\|-2.45\|40.50\|41.54\|40.04\|473981;2026-09-01\|37.96\|-7.57\|40.59\|40.59\|37.39\|465513;2026-09-02\|38.39\|1.13\|37.03\|39.36\|37.02\|349894;2026-09-03\|38.56\|0.44\|38.00\|39.16\|37.30\|329694;2026-09-04\|35.18\|-8.77\|38.20\|38.45\|34.71\|461863;2026-09-07\|36.03\|2.50\|35.16\|36.49\|34.84\|287773;2026-09-08\|35.46\|-1.58\|36.10\|36.71\|35.00\|285371;2026-09-09\|34.99\|-1.33\|35.71\|36.38\|34.55\|262632;2026-09-10\|35.09\|0.29\|34.50\|35.83\|34.16\|220278;2026-09-11\|34.33\|-2.17\|34.29\|35.34\|32.92\|285628
117833	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	涨停揭秘：TGV玻璃通孔激光加工设备国内领先，直接受益英特尔半导体基板制造厂建设；涨停缘由：TGV设备已导入多家封测厂，适配AI芯片先进封装需求；英特尔宣布斥资百亿美元建基板厂，玻璃基板成下一代主流方向；国产替代逻辑强化；资金逻辑：资金押注半导体先进封装设备国产化主线，6月15日主力净流入超千万元，北向持仓连续两期增持；风险提示：TGV设备订单尚未大规模放量，2025年该业务占比仍较低；行业竞争加剧，毛利率承压风险上升	公司研发并销售TGV玻璃通孔激光加工设备，可用于半导体先进封装领域	2026-05-08\|64.01\|-2.39\|65.11\|65.56\|63.42\|87062;2026-05-11\|66.51\|3.91\|64.50\|66.89\|64.06\|97755;2026-05-12\|65.57\|-1.41\|67.23\|67.27\|65.01\|75018;2026-05-13\|66.78\|1.85\|65.60\|67.33\|64.88\|89821;2026-05-14\|66.80\|0.03\|66.78\|68.02\|65.81\|94635;2026-05-15\|64.97\|-2.74\|66.79\|68.02\|64.00\|112319;2026-05-18\|65.82\|1.31\|65.10\|66.80\|63.35\|101491;2026-05-19\|65.79\|-0.05\|65.67\|66.17\|63.47\|69584;2026-05-20\|65.58\|-0.32\|65.25\|66.22\|64.00\|64064;2026-05-21\|67.12\|2.35\|67.61\|74.98\|66.80\|210330;2026-05-22\|69.29\|3.23\|68.23\|70.23\|67.00\|137024;2026-05-25\|70.84\|2.24\|70.65\|72.79\|68.40\|132482;2026-05-26\|67.85\|-4.22\|70.50\|70.80\|67.18\|112418;2026-05-27\|67.88\|0.04\|69.40\|72.80\|67.17\|130159;2026-05-28\|69.26\|2.03\|68.27\|70.00\|66.23\|104995;2026-05-29\|63.53\|-8.27\|70.10\|71.43\|63.01\|138352;2026-06-01\|61.18\|-3.70\|63.10\|65.08\|61.01\|116712;2026-06-02\|60.24\|-1.54\|61.48\|61.98\|58.13\|108584;2026-06-03\|59.94\|-0.50\|60.51\|62.18\|59.01\|99605;2026-06-04\|61.48\|2.57\|59.92\|62.88\|58.22\|105048;2026-06-05\|68.46\|11.35\|62.02\|73.70\|60.18\|295839;2026-06-08\|67.16\|-1.90\|65.84\|71.41\|65.80\|226428;2026-06-09\|67.47\|0.46\|67.96\|68.50\|65.10\|175513;2026-06-10\|63.30\|-6.18\|65.50\|65.81\|62.00\|172094;2026-06-11\|62.94\|-0.57\|63.00\|65.95\|61.70\|126805;2026-06-12\|60.61\|-3.70\|64.21\|65.20\|60.40\|139023;2026-06-15\|67.28\|11.00\|60.66\|68.80\|60.66\|170840;2026-06-16\|72.03\|7.06\|67.14\|72.52\|67.14\|181045;2026-06-17\|73.00\|1.35\|70.86\|76.30\|70.86\|188052;2026-06-18\|77.90\|6.71\|74.70\|79.88\|73.03\|202230;2026-06-22\|76.64\|-1.62\|79.49\|81.76\|74.60\|189884;2026-06-23\|75.68\|-1.25\|76.99\|77.60\|73.52\|118251;2026-06-24\|75.67\|-0.01\|75.50\|76.50\|72.88\|118686;2026-06-25\|81.45\|7.64\|77.99\|82.60\|75.13\|226545;2026-06-26\|78.70\|-3.38\|80.50\|81.79\|77.61\|172736;2026-06-29\|76.02\|-3.41\|81.00\|82.94\|72.50\|223374;2026-06-30\|83.92\|10.39\|76.77\|84.88\|76.23\|208552;2026-07-01\|81.40\|-3.00\|83.01\|85.50\|79.70\|180218;2026-07-02\|74.15\|-8.91\|78.00\|78.88\|73.80\|158133;2026-07-03\|70.11\|-5.45\|74.29\|74.50\|70.00\|159236;2026-07-06\|68.41\|-2.42\|70.81\|71.70\|66.51\|135801;2026-07-07\|66.80\|-2.35\|68.28\|69.11\|65.80\|104650;2026-07-08\|64.68\|-3.17\|67.16\|68.30\|61.80\|147161;2026-07-09\|65.78\|1.70\|66.05\|66.80\|62.61\|109181;2026-07-10\|61.52\|-6.48\|65.59\|68.39\|61.52\|132740;2026-07-13\|55.35\|-10.03\|60.70\|61.40\|55.08\|149878;2026-07-14\|55.47\|0.22\|55.36\|56.18\|52.89\|124659;2026-07-15\|52.41\|-5.52\|56.10\|57.30\|51.72\|117563;2026-07-16\|49.23\|-6.07\|51.63\|52.48\|48.88\|118300;2026-07-17\|44.48\|-9.65\|50.04\|50.20\|44.00\|155912;2026-07-20\|40.10\|-9.85\|45.80\|46.14\|39.18\|197005;2026-07-21\|43.40\|8.23\|40.90\|43.57\|36.90\|181707;2026-07-22\|42.86\|-1.24\|43.14\|44.84\|42.21\|128244;2026-07-23\|42.73\|-0.30\|43.36\|43.77\|42.16\|92133;2026-07-24\|41.80\|-2.18\|42.07\|42.95\|41.22\|86010;2026-07-27\|45.50\|8.85\|42.01\|46.39\|41.82\|149923;2026-07-28\|42.85\|-5.82\|44.75\|45.90\|42.78\|97837;2026-07-29\|44.25\|3.27\|43.36\|44.58\|41.10\|128319;2026-07-30\|42.35\|-4.29\|44.02\|44.64\|42.01\|111039;2026-07-31\|42.80\|1.06\|45.10\|45.95\|42.80\|135712;2026-08-03\|44.47\|3.90\|42.52\|45.75\|41.61\|151486;2026-08-04\|45.40\|2.09\|44.99\|45.96\|44.11\|103439;2026-08-05\|47.20\|3.96\|45.20\|47.62\|45.01\|118473;2026-08-06\|47.10\|-0.21\|46.22\|48.23\|46.22\|111560;2026-08-07\|48.45\|2.87\|47.09\|49.00\|46.88\|123331;2026-08-10\|47.28\|-2.41\|48.50\|48.80\|46.58\|98375;2026-08-11\|47.29\|0.02\|47.00\|47.70\|46.15\|70563;2026-08-12\|47.82\|1.12\|47.10\|48.60\|47.00\|70302;2026-08-13\|48.58\|1.59\|48.52\|50.50\|47.88\|111671;2026-08-14\|49.06\|0.99\|48.75\|49.58\|47.83\|67352;2026-08-17\|52.76\|7.54\|49.08\|52.97\|49.06\|130669;2026-08-18\|56.55\|7.18\|52.66\|57.70\|52.35\|194250;2026-08-19\|53.05\|-6.19\|54.14\|56.20\|51.88\|191990;2026-08-20\|53.41\|0.68\|54.10\|54.95\|52.30\|129502;2026-08-21\|52.59\|-1.54\|53.24\|54.07\|51.44\|79000;2026-08-24\|55.45\|5.44\|52.34\|56.98\|52.04\|160938;2026-08-25\|55.33\|-0.22\|55.39\|55.84\|53.10\|96250;2026-08-26\|52.08\|-5.87\|55.82\|55.82\|50.85\|172359;2026-08-27\|56.37\|8.24\|52.02\|57.77\|52.02\|202041;2026-08-28\|57.91\|2.73\|57.00\|61.50\|56.52\|184571;2026-08-31\|56.85\|-1.83\|56.97\|57.74\|54.18\|155475;2026-09-01\|54.41\|-4.29\|56.85\|57.22\|54.31\|97526;2026-09-02\|53.78\|-1.16\|54.11\|55.97\|53.11\|102008;2026-09-03\|55.52\|3.24\|54.28\|56.17\|54.10\|108290;2026-09-04\|53.49\|-3.66\|55.55\|56.56\|53.10\|102411;2026-09-07\|53.45\|-0.07\|54.13\|54.70\|53.37\|102382;2026-09-08\|52.47\|-1.83\|53.70\|54.35\|52.16\|89243;2026-09-09\|59.03\|12.50\|52.88\|59.75\|52.88\|254514;2026-09-10\|59.60\|0.97\|59.19\|61.22\|58.04\|147635;2026-09-11\|56.09\|-5.89\|59.22\|59.26\|53.75\|177271
117832	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基Micro LED+先进封装+LED超高清显行业原因：美股康宁昨日大涨10％，股价续创历史新高。康宁推出下一代玻璃光互连组件Glass Bridge，直接连接光子集成电路（PIC）与光纤。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日互动易，公司前期已实现PM驱动玻璃基Micro LED面板小批量试产，目前正在进一步升级玻璃基面板工艺技术，有序推进全新升级后的第四代Micro LED玻璃基超高清面板中试线的建设工作，用于未来135吋以上家庭巨幕显示墙等场景。 2、据2026年4月29日年报，公司基于COB的Micro LED显示技术结合了先进LED集成封装技术，该技术有很高的技术和资金门槛；据2026年6月18日互动易，公司的玻璃基封装技术应用于LED显示面板。 3、据2026年4月29日年报，公司主要从事LED超高清显示业务，是全球领先的LED超高清显示专家、全球COB新型显示技术领军企业，聚焦Micro LED核心技术，产品包括超高清家庭巨幕墙等。	中国领先的LED高科技产品及解决方案提供商；公司主要产品是Micro LED超高清大尺寸显示产品，主要应用领域是专用显示、商用显示、家用显示等场景，拥有正装COB、倒装COB、像素引擎COB以及PM驱动玻璃基Micro LED等系列超高清显示产品，在Micro LED显示领域具备极强的综合竞争优势	2026-05-08\|9.05\|-1.74\|9.10\|9.11\|8.81\|211404;2026-05-11\|9.30\|2.76\|9.33\|9.68\|9.22\|353091;2026-05-12\|9.50\|2.15\|9.35\|9.53\|9.15\|390746;2026-05-13\|9.50\|0.00\|9.40\|9.67\|9.34\|384351;2026-05-14\|9.62\|1.26\|9.67\|9.77\|9.34\|581170;2026-05-15\|9.59\|-0.31\|9.50\|9.75\|9.16\|460145;2026-05-18\|9.28\|-3.23\|9.39\|9.54\|9.12\|351754;2026-05-19\|9.30\|0.22\|9.18\|9.40\|8.92\|297205;2026-05-20\|8.94\|-3.87\|9.25\|9.29\|8.80\|277179;2026-05-21\|9.98\|11.63\|9.51\|10.73\|9.51\|1113164;2026-05-22\|9.72\|-2.61\|9.97\|10.06\|9.31\|885902;2026-05-25\|10.40\|7.00\|9.70\|10.45\|9.56\|979821;2026-05-26\|11.40\|9.62\|10.10\|12.20\|10.01\|1245446;2026-05-27\|11.19\|-1.84\|11.45\|11.91\|10.90\|988147;2026-05-28\|10.78\|-3.66\|10.71\|11.12\|10.46\|776859;2026-05-29\|9.54\|-11.50\|10.71\|10.71\|9.43\|726406;2026-06-01\|9.65\|1.15\|9.36\|10.12\|9.32\|534605;2026-06-02\|9.41\|-2.49\|9.50\|9.53\|8.96\|432703;2026-06-03\|9.02\|-4.14\|9.24\|9.71\|8.88\|528727;2026-06-04\|8.77\|-2.77\|8.83\|9.05\|8.64\|439375;2026-06-05\|10.52\|19.95\|8.68\|10.52\|8.31\|879685;2026-06-08\|10.82\|2.85\|10.54\|11.43\|10.54\|1110759;2026-06-09\|10.97\|1.39\|11.13\|11.33\|10.46\|733272;2026-06-10\|10.80\|-1.55\|10.87\|11.03\|10.61\|476579;2026-06-11\|10.69\|-1.02\|10.61\|10.80\|10.23\|513502;2026-06-12\|9.95\|-6.92\|10.77\|10.85\|9.82\|563330;2026-06-15\|10.38\|4.32\|10.33\|10.58\|10.09\|465705;2026-06-16\|10.99\|5.88\|10.32\|11.10\|10.19\|747159;2026-06-17\|11.56\|5.19\|10.78\|11.98\|10.71\|851446;2026-06-18\|11.15\|-3.55\|11.08\|11.29\|10.85\|635398;2026-06-22\|11.95\|7.17\|11.15\|11.95\|10.99\|773911;2026-06-23\|11.08\|-7.28\|11.50\|11.64\|10.97\|539367;2026-06-24\|10.65\|-3.88\|10.81\|10.94\|10.31\|435637;2026-06-25\|10.11\|-5.07\|10.54\|10.74\|9.92\|463272;2026-06-26\|12.13\|19.98\|10.05\|12.13\|9.83\|1047480;2026-06-29\|12.45\|2.64\|12.87\|13.94\|12.13\|1268440;2026-06-30\|13.81\|10.92\|12.99\|14.17\|12.71\|1089883;2026-07-01\|13.11\|-5.07\|13.55\|13.62\|12.85\|816194;2026-07-02\|12.42\|-5.26\|12.68\|12.98\|12.15\|534711;2026-07-03\|12.18\|-1.93\|12.59\|12.91\|11.92\|468377;2026-07-06\|11.06\|-9.20\|12.10\|12.10\|10.90\|541684;2026-07-07\|10.74\|-2.89\|11.07\|11.49\|10.54\|415718;2026-07-08\|10.90\|1.49\|10.88\|11.28\|10.29\|579599;2026-07-09\|11.25\|3.21\|10.99\|11.34\|10.05\|655517;2026-07-10\|10.57\|-6.04\|11.01\|11.57\|10.57\|599732;2026-07-13\|8.92\|-15.61\|10.12\|10.18\|8.88\|559841;2026-07-14\|9.33\|4.60\|8.94\|9.42\|8.61\|449498;2026-07-15\|8.59\|-7.93\|9.34\|9.35\|8.52\|420738;2026-07-16\|8.17\|-4.89\|8.40\|8.68\|8.10\|349211;2026-07-17\|7.56\|-7.47\|8.16\|8.22\|7.46\|359756;2026-07-20\|7.02\|-7.14\|7.85\|7.86\|6.82\|358644;2026-07-21\|7.46\|6.27\|7.14\|7.47\|6.39\|427052;2026-07-22\|7.13\|-4.42\|7.38\|7.55\|7.12\|302836;2026-07-23\|7.23\|1.40\|7.13\|7.28\|6.99\|233049;2026-07-24\|6.89\|-4.70\|7.07\|7.17\|6.86\|197502;2026-07-27\|7.20\|4.50\|6.92\|7.20\|6.77\|232149;2026-07-28\|7.08\|-1.67\|7.08\|7.45\|7.02\|259254;2026-07-29\|7.25\|2.40\|7.10\|7.26\|6.78\|292133;2026-07-30\|6.88\|-5.10\|7.20\|7.24\|6.86\|246182;2026-07-31\|7.22\|4.94\|7.24\|7.44\|7.15\|312842;2026-08-03\|7.34\|1.66\|7.21\|7.34\|7.08\|212496;2026-08-04\|7.56\|3.00\|7.41\|7.60\|7.32\|271530;2026-08-05\|7.74\|2.38\|7.51\|7.83\|7.48\|302698;2026-08-06\|7.79\|0.65\|7.63\|7.89\|7.58\|273282;2026-08-07\|8.10\|3.98\|7.84\|8.29\|7.63\|483707;2026-08-10\|7.91\|-2.35\|8.11\|8.14\|7.78\|342235;2026-08-11\|7.74\|-2.15\|7.80\|7.84\|7.66\|233879;2026-08-12\|7.92\|2.33\|7.74\|7.92\|7.70\|214290;2026-08-13\|7.66\|-3.28\|7.96\|8.05\|7.66\|272317;2026-08-14\|7.70\|0.52\|7.70\|7.80\|7.54\|175007;2026-08-17\|7.96\|3.38\|7.70\|7.96\|7.63\|201764;2026-08-18\|8.12\|2.01\|7.91\|8.27\|7.91\|337792;2026-08-19\|7.52\|-7.39\|7.90\|7.96\|7.48\|249136;2026-08-20\|7.49\|-0.40\|7.65\|7.68\|7.42\|167888;2026-08-21\|7.73\|3.20\|7.39\|7.92\|7.24\|265636;2026-08-24\|7.44\|-3.75\|7.70\|7.75\|7.31\|196556;2026-08-25\|7.60\|2.15\|7.33\|7.67\|7.21\|172681;2026-08-26\|7.67\|0.92\|7.64\|7.75\|7.48\|157017;2026-08-27\|7.74\|0.91\|7.61\|7.81\|7.55\|191360;2026-08-28\|7.63\|-1.42\|7.80\|7.90\|7.63\|162332;2026-08-31\|7.85\|2.88\|7.56\|7.86\|7.47\|172904;2026-09-01\|7.85\|0.00\|7.84\|7.91\|7.69\|151372;2026-09-02\|7.79\|-0.76\|7.76\|7.85\|7.69\|127283;2026-09-03\|7.74\|-0.64\|7.83\|7.95\|7.71\|137788;2026-09-04\|7.56\|-2.33\|7.82\|7.90\|7.49\|205371;2026-09-07\|7.72\|2.12\|7.52\|7.76\|7.51\|147901;2026-09-08\|7.76\|0.52\|7.72\|7.90\|7.67\|139630;2026-09-09\|7.63\|-1.68\|7.84\|7.88\|7.61\|154316;2026-09-10\|7.55\|-1.05\|7.58\|7.67\|7.48\|118912;2026-09-11\|7.37\|-2.38\|7.46\|7.50\|7.20\|144461
117831	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	涨停揭秘：国内OLED终端材料核心供应商，产品已覆盖硅基OLED技术路径，有望切入苹果AR/MR头显显示供应链；涨停缘由：OLED终端材料国内市占率近90%；产品可适配硅基OLED（OLEDoS）面板；媒体预计苹果AR/MR头显将于2027年发布并采用LG OLEDoS方案；公司已通过多家面板厂认证；资金逻辑：4月8日显示面板材料板块资金活跃，主力借势布局消费电子创新周期，北向资金连续两日增持；风险提示：AR/MR终端量产时间及采购规模存在不确定性；OLED材料行业扩产加剧竞争压力	京东方第8.6代线预计2026年年中量产，公司Red Prime材料、Green Host材料等发光层材料已在京东方第8.6代AMOLED生产线通过验证并实现供货	2026-05-08\|54.98\|1.38\|53.00\|55.50\|51.50\|151382;2026-05-11\|55.31\|0.60\|56.00\|57.49\|53.50\|184469;2026-05-12\|60.43\|9.26\|55.20\|62.00\|53.60\|227033;2026-05-13\|59.74\|-1.14\|60.00\|60.35\|57.66\|179958;2026-05-14\|57.50\|-3.75\|59.42\|59.98\|57.29\|107353;2026-05-15\|58.55\|1.83\|57.51\|60.30\|57.33\|128106;2026-05-18\|63.51\|8.47\|58.43\|64.58\|57.15\|171129;2026-05-19\|64.66\|1.81\|64.53\|64.93\|60.62\|129967;2026-05-20\|66.11\|2.24\|64.00\|66.90\|61.61\|104087;2026-05-21\|64.50\|-2.44\|66.30\|69.63\|64.00\|150256;2026-05-22\|68.36\|5.98\|65.79\|70.28\|64.80\|143784;2026-05-25\|71.52\|4.62\|68.10\|72.10\|67.50\|131118;2026-05-26\|62.02\|-13.28\|70.17\|72.45\|58.00\|343168;2026-05-27\|55.26\|-10.90\|61.40\|61.40\|54.44\|281718;2026-05-28\|59.00\|6.77\|56.36\|59.41\|54.54\|195277;2026-05-29\|54.20\|-8.14\|60.00\|60.59\|53.88\|168182;2026-06-01\|49.99\|-7.77\|54.51\|55.33\|49.79\|168276;2026-06-02\|52.32\|4.66\|49.99\|52.75\|49.61\|143275;2026-06-03\|50.66\|-3.17\|52.20\|53.17\|49.88\|164098;2026-06-04\|52.02\|2.68\|50.04\|52.49\|49.62\|122055;2026-06-05\|49.83\|-4.21\|51.84\|54.28\|49.58\|174711;2026-06-08\|46.31\|-7.06\|47.61\|48.84\|45.18\|156058;2026-06-09\|48.20\|4.35\|47.70\|48.70\|45.77\|122385;2026-06-10\|46.91\|-2.68\|48.12\|48.59\|45.92\|81002;2026-06-11\|46.99\|0.17\|47.90\|47.99\|46.39\|95918;2026-06-12\|46.36\|-1.34\|47.92\|50.26\|46.28\|117020;2026-06-15\|53.30\|14.97\|47.76\|53.99\|47.02\|175959;2026-06-16\|53.27\|-0.06\|53.88\|54.53\|51.60\|135135;2026-06-17\|55.38\|3.96\|52.69\|56.99\|52.20\|164736;2026-06-18\|57.83\|4.42\|55.37\|58.90\|55.03\|152726;2026-06-22\|60.75\|5.05\|58.00\|62.00\|56.88\|185466;2026-06-23\|58.39\|-3.88\|60.15\|61.56\|57.88\|129628;2026-06-24\|59.90\|2.59\|58.00\|61.77\|57.34\|143289;2026-06-25\|63.97\|6.79\|60.37\|65.00\|59.59\|148380;2026-06-26\|64.01\|0.06\|62.90\|66.88\|61.60\|133110;2026-06-29\|61.75\|-3.53\|63.56\|65.60\|58.88\|142449;2026-06-30\|68.62\|11.13\|62.00\|69.58\|60.83\|164153;2026-07-01\|69.20\|0.85\|71.01\|73.79\|68.36\|147947;2026-07-02\|65.15\|-5.85\|66.03\|69.67\|64.00\|132939;2026-07-03\|60.62\|-6.95\|65.06\|66.00\|60.52\|117776;2026-07-06\|57.43\|-5.26\|61.88\|62.91\|57.10\|112751;2026-07-07\|55.60\|-3.19\|58.43\|59.20\|53.67\|82503;2026-07-08\|54.56\|-1.87\|56.21\|57.07\|52.58\|79922;2026-07-09\|58.50\|7.22\|54.97\|58.82\|54.33\|89322;2026-07-10\|54.56\|-6.74\|58.50\|60.80\|54.50\|101720;2026-07-13\|50.65\|-7.17\|55.00\|56.64\|50.34\|76413;2026-07-14\|53.59\|5.80\|51.28\|54.36\|50.50\|94759;2026-07-15\|49.67\|-7.31\|54.04\|54.79\|49.40\|68354;2026-07-16\|49.03\|-1.29\|48.87\|51.42\|47.85\|75890;2026-07-17\|47.51\|-3.10\|48.21\|50.81\|46.33\|126197;2026-07-20\|41.60\|-12.44\|49.18\|49.18\|39.30\|171591;2026-07-21\|44.57\|7.14\|42.60\|44.85\|35.92\|153600;2026-07-22\|42.32\|-5.05\|44.40\|46.15\|41.89\|97264;2026-07-23\|40.93\|-3.28\|42.82\|43.32\|39.96\|85900;2026-07-24\|39.17\|-4.30\|40.79\|41.50\|39.07\|60561;2026-07-27\|40.70\|3.91\|38.04\|41.11\|38.04\|72758;2026-07-28\|37.28\|-8.40\|40.01\|40.86\|36.77\|81285;2026-07-29\|35.35\|-5.18\|37.28\|37.45\|33.00\|162811;2026-07-30\|32.29\|-8.66\|35.20\|35.88\|31.83\|117258;2026-07-31\|34.04\|5.42\|35.20\|37.50\|33.86\|120457;2026-08-03\|31.63\|-7.08\|34.00\|34.35\|31.37\|103384;2026-08-04\|34.93\|10.43\|31.80\|35.44\|31.34\|139416;2026-08-05\|36.76\|5.24\|34.80\|37.45\|34.27\|109142;2026-08-06\|37.80\|2.83\|35.86\|38.39\|35.80\|111068;2026-08-07\|42.83\|13.31\|38.90\|43.77\|38.16\|193188;2026-08-10\|40.90\|-4.51\|43.00\|43.56\|39.92\|154037;2026-08-11\|40.15\|-1.83\|40.63\|41.80\|39.80\|85702;2026-08-12\|41.12\|2.42\|40.14\|42.47\|39.69\|99912;2026-08-13\|39.60\|-3.70\|41.83\|42.10\|38.96\|123681;2026-08-14\|40.44\|2.12\|40.29\|41.13\|39.22\|81151;2026-08-17\|42.42\|4.90\|41.42\|42.55\|40.62\|90975;2026-08-18\|43.23\|1.91\|42.42\|43.35\|41.64\|90314;2026-08-19\|38.30\|-11.40\|42.00\|42.73\|37.88\|118454;2026-08-20\|38.35\|0.13\|39.00\|39.55\|37.78\|67616;2026-08-21\|38.33\|-0.05\|38.15\|38.95\|36.80\|67707;2026-08-24\|38.44\|0.29\|37.66\|38.85\|36.91\|78815;2026-08-25\|37.85\|-1.53\|37.99\|38.20\|36.37\|61582;2026-08-26\|37.83\|-0.05\|38.60\|38.70\|36.71\|51278;2026-08-27\|40.79\|7.82\|38.55\|41.38\|37.38\|102479;2026-08-28\|40.24\|-1.35\|40.55\|42.23\|40.12\|82097;2026-08-31\|41.41\|2.91\|39.01\|41.93\|38.84\|79891;2026-09-01\|38.77\|-6.38\|42.50\|43.32\|38.71\|102447;2026-09-02\|37.61\|-2.99\|38.00\|38.27\|36.93\|65528;2026-09-03\|38.31\|1.86\|37.98\|38.47\|37.05\|56108;2026-09-04\|36.81\|-3.92\|39.00\|40.30\|36.51\|73039;2026-09-07\|38.79\|5.38\|37.58\|39.13\|36.58\|78651;2026-09-08\|38.72\|-0.18\|39.19\|40.08\|38.25\|63120;2026-09-09\|39.07\|0.90\|39.00\|39.90\|38.75\|50597;2026-09-10\|38.74\|-0.84\|38.72\|39.79\|38.02\|44602;2026-09-11\|38.51\|-0.59\|38.58\|39.00\|36.71\|69810
117830	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	储能调频+消费电子+智能穿戴 1、据2026年5月13日机构调研，公司2026年确立“稳玻璃、强储能”双主业战略，山西偏关100MW储能调频电站已并网运营且指标领先，将推动125MW新项目在年内并网，累计规模将达225MW；公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务。 2、据2026年4月24日年报，公司主要从事玻璃防护屏的研发、生产和销售，产品广泛应用于智能手机、平板电脑、智能穿戴等终端，已成为京东方、三星显示等厂商的配套供应商，产品最终应用于华为、vivo、三星等知名品牌。 3、据2026年4月24日年报，公司智能穿戴类业务涉及玻璃盖板研发，已完成智能穿戴盖板玻璃肖特AS自制减薄工艺等研发项目，产品应用于智能穿戴等新一代智能终端。	1、公司是国内规模较大的专业玻璃防护屏供应商，产品最终应用于华为、vivo、OPPO、三星、小米、荣耀等知名品牌，并已成为京东方、三星显示等光电子器件制造商的配套供应商； 2、公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务	2026-05-08\|25.53\|3.95\|24.41\|26.16\|24.31\|88977;2026-05-11\|25.73\|0.78\|25.91\|26.25\|25.00\|61763;2026-05-12\|25.68\|-0.19\|25.67\|25.90\|24.80\|41560;2026-05-13\|26.51\|3.23\|25.68\|26.85\|25.21\|72275;2026-05-14\|25.79\|-2.72\|26.35\|26.39\|25.61\|41488;2026-05-15\|24.94\|-3.30\|25.58\|25.85\|24.82\|42095;2026-05-18\|24.42\|-2.08\|24.97\|25.24\|24.19\|40225;2026-05-19\|24.58\|0.66\|24.49\|24.70\|24.01\|33141;2026-05-20\|24.74\|0.65\|24.57\|24.90\|24.06\|32864;2026-05-21\|26.01\|5.13\|24.83\|27.30\|24.80\|136113;2026-05-22\|26.22\|0.81\|26.54\|26.84\|25.50\|121609;2026-05-25\|26.58\|1.37\|26.37\|26.98\|25.88\|82778;2026-05-26\|25.95\|-2.37\|26.32\|26.89\|25.55\|50246;2026-05-27\|25.18\|-2.97\|26.00\|26.13\|24.91\|52862;2026-05-28\|25.92\|2.94\|25.05\|26.10\|24.65\|53061;2026-05-29\|17.77\|-4.00\|18.51\|19.13\|17.58\|79301;2026-06-01\|17.51\|-1.46\|17.77\|18.79\|17.46\|76867;2026-06-02\|17.53\|0.11\|17.50\|17.88\|16.85\|68927;2026-06-03\|16.75\|-4.45\|17.50\|17.68\|16.55\|64180;2026-06-04\|16.33\|-2.51\|16.50\|17.68\|16.16\|85557;2026-06-05\|16.64\|1.90\|16.16\|17.25\|15.77\|92739;2026-06-08\|15.61\|-6.19\|17.00\|17.26\|15.58\|112639;2026-06-09\|16.01\|2.56\|15.80\|16.26\|15.27\|82234;2026-06-10\|16.00\|-0.06\|15.82\|16.58\|15.68\|72294;2026-06-11\|16.10\|0.62\|16.50\|16.80\|15.55\|75030;2026-06-12\|15.60\|-3.11\|16.30\|16.70\|15.56\|64651;2026-06-15\|15.84\|1.54\|15.68\|16.23\|15.50\|54988;2026-06-16\|16.60\|4.80\|15.83\|16.75\|15.45\|83595;2026-06-17\|16.23\|-2.23\|16.41\|17.08\|16.18\|78339;2026-06-18\|15.85\|-2.34\|16.31\|16.48\|15.84\|62170;2026-06-22\|15.65\|-1.26\|15.83\|16.00\|15.18\|77119;2026-06-23\|15.41\|-1.53\|15.50\|16.00\|15.28\|61276;2026-06-24\|15.39\|-0.13\|15.30\|15.90\|14.50\|101304;2026-06-25\|17.47\|13.52\|15.39\|17.80\|15.20\|194365;2026-06-26\|20.96\|19.98\|18.36\|20.96\|17.22\|446885;2026-06-29\|17.38\|-17.08\|19.88\|20.55\|17.26\|487201;2026-06-30\|19.40\|11.62\|18.00\|20.00\|17.80\|370517;2026-07-01\|19.38\|-0.10\|19.66\|19.99\|18.50\|276378;2026-07-02\|19.45\|0.36\|18.96\|20.12\|18.66\|211988;2026-07-03\|22.77\|17.07\|19.39\|23.34\|19.20\|360004;2026-07-06\|23.48\|3.12\|22.98\|24.39\|22.68\|278604;2026-07-07\|22.52\|-4.09\|23.37\|24.30\|22.31\|157682;2026-07-08\|21.72\|-3.55\|22.35\|23.42\|21.30\|153878;2026-07-09\|21.59\|-0.60\|21.32\|21.82\|20.54\|178566;2026-07-10\|20.60\|-4.59\|21.38\|21.76\|20.13\|166044;2026-07-13\|16.89\|-18.01\|20.21\|20.32\|16.50\|211030;2026-07-14\|16.90\|0.06\|16.80\|17.60\|16.21\|121482;2026-07-15\|15.84\|-6.27\|16.62\|17.28\|15.69\|116843;2026-07-16\|15.36\|-3.03\|15.41\|16.23\|15.17\|108577;2026-07-17\|13.35\|-13.09\|15.24\|15.34\|13.18\|155378;2026-07-20\|12.65\|-5.24\|13.63\|14.59\|12.21\|174674;2026-07-21\|14.23\|12.49\|12.70\|14.36\|11.22\|215565;2026-07-22\|13.77\|-3.23\|14.00\|14.53\|13.65\|122400;2026-07-23\|13.45\|-2.32\|13.77\|13.92\|13.14\|83587;2026-07-24\|13.01\|-3.27\|13.28\|13.39\|12.83\|55640;2026-07-27\|13.52\|3.92\|13.04\|13.60\|12.80\|68677;2026-07-28\|12.95\|-4.22\|13.25\|13.69\|12.88\|76204;2026-07-29\|13.00\|0.39\|13.00\|13.12\|12.43\|84799;2026-07-30\|12.28\|-5.54\|13.01\|13.07\|12.05\|96010;2026-07-31\|12.74\|3.75\|12.83\|13.22\|12.70\|78327;2026-08-03\|13.23\|3.85\|12.78\|13.27\|12.56\|75300;2026-08-04\|13.75\|3.93\|13.23\|13.92\|13.21\|84657;2026-08-05\|14.75\|7.27\|13.70\|14.85\|13.69\|103883;2026-08-06\|15.47\|4.88\|14.62\|15.83\|14.41\|111664;2026-08-07\|17.27\|11.64\|15.61\|17.41\|15.50\|141658;2026-08-10\|20.72\|19.98\|17.50\|20.72\|17.33\|269869;2026-08-11\|22.03\|6.32\|20.48\|22.28\|20.02\|277826;2026-08-12\|22.65\|2.81\|22.16\|23.19\|22.02\|237911;2026-08-13\|21.41\|-5.47\|23.00\|23.41\|21.31\|313999;2026-08-14\|21.00\|-1.92\|21.74\|21.90\|19.70\|232031;2026-08-17\|22.23\|5.86\|21.19\|22.30\|21.19\|179451;2026-08-18\|22.13\|-0.45\|22.24\|22.32\|21.63\|114544;2026-08-19\|19.91\|-10.03\|21.57\|21.69\|19.81\|138042;2026-08-20\|20.34\|2.16\|20.10\|21.28\|19.63\|118302;2026-08-21\|20.60\|1.28\|20.23\|20.98\|19.52\|109477;2026-08-24\|18.17\|-11.80\|20.40\|20.40\|17.65\|254909;2026-08-25\|17.86\|-1.71\|17.99\|18.35\|17.55\|139436;2026-08-26\|17.37\|-2.74\|17.69\|17.92\|16.89\|112379;2026-08-27\|17.39\|0.12\|17.60\|17.62\|17.06\|122245;2026-08-28\|17.82\|2.47\|17.39\|18.32\|17.10\|143041;2026-08-31\|17.99\|0.95\|17.39\|18.09\|17.21\|105692;2026-09-01\|18.04\|0.28\|17.94\|18.16\|17.50\|97314;2026-09-02\|18.29\|1.39\|17.75\|18.39\|17.18\|93615;2026-09-03\|17.92\|-2.02\|18.39\|18.58\|17.51\|109723;2026-09-04\|17.49\|-2.40\|18.09\|18.32\|17.21\|75133;2026-09-07\|18.27\|4.46\|17.73\|18.58\|17.18\|102156;2026-09-08\|18.11\|-0.88\|18.48\|19.44\|18.06\|96362;2026-09-09\|17.76\|-1.93\|18.14\|18.38\|17.55\|81803;2026-09-10\|17.44\|-1.80\|17.53\|17.64\|17.23\|44667;2026-09-11\|16.71\|-4.19\|17.35\|17.35\|15.93\|94929
117829	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	背光显示模组+TCL华星+业绩拐点 1、TCL科技业绩预告显示，TCL华星营业收入突破1,000亿元，净利润超80亿元。据2025年8月22日半年度报告，公司是国内规模较大的背光显示模组厂商之一，主营背光显示模组、LCM模组及导光板、光学材料等零部件，服务京东方、群创光电、华星光电等核心面板厂。 2、据2025年4月23日披露的2024年年度报告，公司具备Mini-LED背光显示模组完整技术并已量产，产品用于车载等多领域，车载客户涵盖蔚来、吉利、一汽、BOE、华星光电等。 3、据2025年12月5日投资者关系活动记录表，公司2025年前三季度营收24.24亿元，同比增长44.06%，第三季度单季归母净利润1,766.25万元，同比增153.33%，实现单季扭亏。	背光显示模组一站式综合方案提供商；公司在MiniLED背光产品及直显预研项目中均有应用玻璃基板方案，主要利用其单面走线技术及玻璃的平整特性	2026-05-08\|28.27\|3.14\|27.02\|28.73\|27.02\|62964;2026-05-11\|29.27\|3.54\|28.67\|30.12\|28.00\|83724;2026-05-12\|29.88\|2.08\|29.20\|30.86\|29.06\|78415;2026-05-13\|29.98\|0.33\|29.70\|30.71\|29.30\|59143;2026-05-14\|29.43\|-1.83\|30.50\|31.80\|29.40\|76228;2026-05-15\|29.41\|-0.07\|29.40\|30.88\|28.37\|77323;2026-05-18\|30.82\|4.79\|29.40\|31.00\|29.17\|80878;2026-05-19\|30.70\|-0.39\|30.65\|31.91\|29.90\|68638;2026-05-20\|30.30\|-1.30\|30.70\|30.70\|29.71\|51224;2026-05-21\|29.77\|-1.75\|31.00\|32.39\|29.70\|96782;2026-05-22\|30.94\|3.93\|29.94\|31.28\|29.66\|71481;2026-05-25\|29.65\|-4.17\|31.20\|31.21\|29.05\|83486;2026-05-26\|29.06\|-1.99\|29.65\|29.95\|28.60\|73350;2026-05-27\|31.55\|8.57\|29.40\|32.99\|29.35\|141374;2026-05-28\|35.07\|11.16\|31.17\|35.47\|30.96\|157493;2026-05-29\|33.61\|-4.16\|34.87\|35.89\|33.00\|122318;2026-06-01\|31.45\|-6.43\|33.81\|34.90\|31.25\|104809;2026-06-02\|31.26\|-0.60\|31.39\|32.06\|30.21\|75949;2026-06-03\|30.90\|-1.15\|32.53\|32.53\|30.33\|80795;2026-06-04\|30.24\|-2.14\|29.59\|31.32\|29.59\|67082;2026-06-05\|31.11\|2.88\|29.88\|31.75\|27.47\|73006;2026-06-08\|28.82\|-7.36\|29.50\|32.23\|28.40\|77496;2026-06-09\|29.25\|1.49\|28.85\|29.83\|28.26\|51109;2026-06-10\|28.51\|-2.53\|29.39\|29.77\|27.98\|69151;2026-06-11\|30.41\|6.66\|28.21\|31.50\|27.22\|101822;2026-06-12\|33.50\|10.16\|30.87\|34.57\|30.72\|140332;2026-06-15\|35.50\|5.97\|33.01\|35.69\|32.94\|100096;2026-06-16\|36.21\|2.00\|35.41\|36.50\|34.51\|83487;2026-06-17\|38.16\|5.39\|35.08\|38.30\|35.08\|70479;2026-06-18\|39.39\|3.22\|39.10\|40.51\|38.48\|86232;2026-06-22\|39.77\|0.96\|38.78\|41.32\|38.30\|82825;2026-06-23\|39.01\|-1.91\|39.31\|41.52\|38.61\|65947;2026-06-24\|37.95\|-2.72\|38.50\|40.65\|36.68\|77661;2026-06-25\|40.85\|7.64\|39.81\|41.18\|38.12\|90355;2026-06-26\|42.74\|4.63\|40.85\|43.38\|39.58\|92371;2026-06-29\|39.39\|-7.84\|42.14\|42.63\|36.85\|112503;2026-06-30\|44.15\|12.08\|40.27\|46.28\|39.56\|119897;2026-07-01\|43.96\|-0.43\|43.65\|45.99\|43.31\|100015;2026-07-02\|41.60\|-5.37\|42.41\|43.80\|41.40\|65892;2026-07-03\|41.35\|-0.60\|41.71\|42.37\|39.39\|52352;2026-07-06\|39.30\|-4.96\|41.35\|41.78\|38.02\|61335;2026-07-07\|41.51\|5.62\|39.29\|42.09\|38.65\|89964;2026-07-08\|49.81\|20.00\|43.93\|49.81\|39.23\|141614;2026-07-09\|52.73\|5.86\|52.00\|53.69\|48.00\|186493;2026-07-10\|47.70\|-9.54\|55.39\|56.66\|47.60\|171488;2026-07-13\|45.80\|-3.98\|47.66\|49.57\|45.00\|137203;2026-07-14\|45.77\|-0.07\|46.31\|47.50\|43.03\|115010;2026-07-15\|44.59\|-2.58\|47.50\|47.50\|43.74\|84236;2026-07-16\|42.00\|-5.81\|39.89\|44.83\|39.89\|85367;2026-07-17\|38.46\|-8.43\|41.16\|42.76\|37.57\|80389;2026-07-20\|33.76\|-12.22\|39.65\|40.49\|32.50\|116625;2026-07-21\|36.10\|6.93\|33.69\|36.69\|28.66\|109220;2026-07-22\|34.93\|-3.24\|35.73\|37.70\|34.50\|71078;2026-07-23\|34.43\|-1.43\|35.28\|36.26\|33.90\|53208;2026-07-24\|35.47\|3.02\|34.20\|37.68\|33.09\|74180;2026-07-27\|34.60\|-2.45\|34.83\|35.37\|32.21\|71851;2026-07-28\|33.83\|-2.23\|34.90\|37.40\|33.31\|81764;2026-07-29\|32.20\|-4.82\|34.00\|34.00\|30.30\|84142;2026-07-30\|29.17\|-9.41\|31.25\|32.61\|28.44\|87574;2026-07-31\|30.31\|3.91\|32.36\|32.75\|30.22\|68463;2026-08-03\|29.20\|-3.66\|30.43\|31.25\|28.64\|63314;2026-08-04\|32.95\|12.84\|29.78\|33.33\|29.21\|82189;2026-08-05\|35.16\|6.71\|32.49\|35.45\|32.05\|69849;2026-08-06\|35.15\|-0.03\|34.83\|35.82\|33.00\|56766;2026-08-07\|36.68\|4.35\|35.00\|36.88\|33.50\|61713;2026-08-10\|38.20\|4.14\|37.00\|38.37\|35.14\|89969;2026-08-11\|36.81\|-3.64\|38.41\|39.83\|36.50\|100054;2026-08-12\|37.03\|0.60\|36.64\|37.99\|36.20\|50673;2026-08-13\|35.88\|-3.11\|37.42\|38.11\|35.79\|46894;2026-08-14\|38.34\|6.86\|36.10\|38.49\|35.78\|67600;2026-08-17\|38.96\|1.62\|38.50\|39.45\|37.70\|49800;2026-08-18\|40.26\|3.34\|38.97\|40.38\|38.19\|55800;2026-08-19\|36.64\|-8.99\|38.36\|40.61\|36.42\|75887;2026-08-20\|37.32\|1.86\|36.48\|39.01\|35.88\|59591;2026-08-21\|39.07\|4.69\|37.17\|41.15\|36.45\|77783;2026-08-24\|41.04\|5.04\|41.00\|42.70\|38.77\|99291;2026-08-25\|41.98\|2.29\|40.00\|42.28\|39.43\|114691;2026-08-26\|40.39\|-3.79\|41.80\|41.98\|39.70\|88769;2026-08-27\|40.43\|0.10\|39.92\|41.32\|39.35\|72410;2026-08-28\|41.89\|3.61\|40.17\|42.84\|39.90\|93797;2026-08-31\|42.24\|0.84\|40.55\|42.44\|40.30\|63999;2026-09-01\|40.96\|-3.03\|42.15\|42.39\|40.55\|50431;2026-09-02\|41.17\|0.51\|40.80\|41.80\|39.50\|40661;2026-09-03\|41.45\|0.68\|42.50\|42.68\|39.02\|68030;2026-09-04\|41.65\|0.48\|41.80\|44.98\|40.75\|82543;2026-09-07\|44.14\|5.98\|43.42\|45.00\|41.86\|81523;2026-09-08\|46.14\|4.53\|46.00\|47.98\|44.19\|97887;2026-09-09\|45.51\|-1.37\|46.77\|48.23\|45.41\|73254;2026-09-10\|45.78\|0.59\|45.25\|46.39\|44.30\|59470;2026-09-11\|43.98\|-3.93\|44.76\|45.57\|43.46\|55524
117828	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	TCO玻璃+钙钛矿+上海国资行业原因： 6月4日，台积电在股东会上透露玻璃基板产业方向，并宣布其基于玻璃基板的CoPoS先进封装技术已正式进入试点线运行阶段，预计2-3年产量将达到相当大的规模。公司原因： 1、据耀皮玻璃官微2026年6月5日报道，公司作为重要合作伙伴，为斩获国际奖项的金桥金湾新材料产业园项目全程提供高性能Low-E镀膜等高端建筑玻璃，赋能零碳科创标杆建设。 2、据2026年3月31日年报及2025年12月17日机构调研，公司TCO玻璃技术国际先进，大连耀皮为国内最早商业化生产太阳能光伏TCO玻璃的制造商，近期投产产线聚焦钙钛矿薄膜太阳能电池用TCO导电玻璃，已与京东方、仁烁光能等建立合作。 3、据公司2025年年报及公开信息，公司最终控制人为上海市国有资产监督管理委员会，控股股东为上海建材集团，具备上海国资背景。	控股子公司常熟耀皮特种玻璃有限公司的压延二期生产线主要生产压花玻璃并具有生产超薄光伏压延玻璃的能力	2026-05-08\|6.82\|-0.15\|6.81\|6.84\|6.70\|83795;2026-05-11\|6.80\|-0.29\|6.80\|6.89\|6.72\|95193;2026-05-12\|7.09\|4.26\|6.78\|7.13\|6.72\|200454;2026-05-13\|7.21\|1.69\|7.10\|7.24\|6.92\|195534;2026-05-14\|7.93\|9.99\|7.21\|7.93\|7.21\|214264;2026-05-15\|7.47\|-5.80\|7.86\|7.86\|7.44\|378216;2026-05-18\|7.24\|-3.08\|7.40\|7.48\|7.18\|202181;2026-05-19\|7.21\|-0.41\|7.31\|7.44\|7.06\|184957;2026-05-20\|7.15\|-0.83\|7.18\|7.18\|6.89\|148735;2026-05-21\|6.97\|-2.52\|7.15\|7.65\|6.96\|220334;2026-05-22\|7.11\|2.01\|7.01\|7.14\|6.80\|132871;2026-05-25\|7.19\|1.13\|7.12\|7.28\|7.05\|140397;2026-05-26\|7.06\|-1.81\|7.16\|7.23\|7.00\|113914;2026-05-27\|6.81\|-3.54\|7.05\|7.16\|6.78\|131673;2026-05-28\|7.11\|4.41\|6.83\|7.39\|6.80\|185377;2026-05-29\|6.78\|-4.64\|7.08\|7.16\|6.76\|144706;2026-06-01\|6.78\|0.00\|6.71\|6.88\|6.60\|95637;2026-06-02\|6.54\|-3.54\|6.76\|6.76\|6.48\|102352;2026-06-03\|6.40\|-2.14\|6.52\|6.52\|6.34\|71604;2026-06-04\|6.40\|0.00\|6.39\|6.45\|6.26\|72609;2026-06-05\|7.04\|10.00\|6.39\|7.04\|6.38\|240639;2026-06-08\|6.72\|-4.55\|6.80\|7.04\|6.70\|221391;2026-06-09\|6.86\|2.08\|6.86\|6.96\|6.75\|141163;2026-06-10\|6.51\|-5.10\|6.86\|6.87\|6.35\|145036;2026-06-11\|6.40\|-1.69\|6.47\|6.47\|6.24\|99686;2026-06-12\|6.40\|0.00\|6.47\|6.55\|6.36\|89290;2026-06-15\|6.57\|2.66\|6.48\|6.67\|6.40\|91065;2026-06-16\|6.68\|1.67\|6.57\|6.78\|6.45\|113045;2026-06-17\|6.86\|2.69\|6.61\|7.14\|6.60\|242618;2026-06-18\|6.18\|-9.91\|6.55\|6.58\|6.17\|271191;2026-06-22\|6.08\|-1.62\|6.16\|6.25\|5.94\|135596;2026-06-23\|6.01\|-1.15\|6.02\|6.18\|5.95\|99532;2026-06-24\|5.81\|-3.33\|6.00\|6.00\|5.72\|105516;2026-06-25\|5.71\|-1.72\|5.82\|5.83\|5.61\|89291;2026-06-26\|5.70\|-0.18\|5.65\|5.89\|5.63\|100518;2026-06-29\|5.80\|1.75\|5.74\|5.98\|5.62\|124725;2026-06-30\|6.38\|10.00\|5.79\|6.38\|5.64\|218528;2026-07-01\|5.99\|-6.11\|6.28\|6.32\|5.99\|251047;2026-07-02\|5.80\|-3.17\|5.93\|5.99\|5.80\|156163;2026-07-03\|5.77\|-0.52\|5.85\|5.86\|5.75\|99844;2026-07-06\|5.51\|-4.51\|5.73\|5.77\|5.50\|111397;2026-07-07\|5.38\|-2.18\|5.46\|5.48\|5.35\|62026;2026-07-08\|5.28\|-1.86\|5.38\|5.40\|5.27\|60891;2026-07-09\|5.33\|0.95\|5.25\|5.34\|5.16\|66421;2026-07-10\|5.38\|0.94\|5.33\|5.45\|5.28\|64082;2026-07-13\|4.89\|-9.11\|5.25\|5.33\|4.86\|195957;2026-07-14\|5.04\|3.07\|4.84\|5.05\|4.81\|147689;2026-07-15\|5.05\|0.20\|4.99\|5.12\|4.99\|120192;2026-07-16\|5.09\|0.79\|5.03\|5.18\|4.95\|101980;2026-07-17\|4.95\|-2.75\|5.07\|5.11\|4.91\|103451;2026-07-20\|4.86\|-1.82\|4.95\|5.06\|4.82\|110165;2026-07-21\|4.92\|1.23\|4.83\|4.93\|4.68\|108959;2026-07-22\|4.84\|-1.63\|4.91\|4.94\|4.81\|69138;2026-07-23\|5.01\|3.51\|4.80\|5.03\|4.80\|77286;2026-07-24\|4.87\|-2.79\|4.99\|4.99\|4.84\|56318;2026-07-27\|5.04\|3.49\|4.87\|5.04\|4.85\|68891;2026-07-28\|5.05\|0.20\|4.96\|5.13\|4.96\|70593;2026-07-29\|5.26\|4.16\|5.03\|5.30\|5.03\|129586;2026-07-30\|5.29\|0.57\|5.28\|5.52\|5.27\|149772;2026-07-31\|5.32\|0.57\|5.35\|5.38\|5.28\|87828;2026-08-03\|5.47\|2.82\|5.27\|5.51\|5.27\|86252;2026-08-04\|5.47\|0.00\|5.48\|5.52\|5.43\|61604;2026-08-05\|5.44\|-0.55\|5.47\|5.48\|5.40\|82436;2026-08-06\|5.42\|-0.37\|5.39\|5.45\|5.31\|71369;2026-08-07\|5.35\|-1.29\|5.45\|5.45\|5.29\|62142;2026-08-10\|5.47\|2.24\|5.38\|5.48\|5.34\|77937;2026-08-11\|5.43\|-0.73\|5.49\|5.50\|5.36\|53729;2026-08-12\|5.50\|1.29\|5.43\|5.53\|5.41\|61015;2026-08-13\|5.40\|-1.82\|5.52\|5.54\|5.39\|62758;2026-08-14\|5.37\|-0.56\|5.39\|5.43\|5.34\|54848;2026-08-17\|5.45\|1.49\|5.36\|5.46\|5.32\|68856;2026-08-18\|5.57\|2.20\|5.46\|5.57\|5.46\|83682;2026-08-19\|5.35\|-3.95\|5.57\|5.58\|5.33\|63668;2026-08-20\|5.45\|1.87\|5.35\|5.47\|5.33\|50625;2026-08-21\|5.51\|1.10\|5.41\|5.52\|5.36\|62650;2026-08-24\|5.42\|-1.63\|5.53\|5.54\|5.38\|54293;2026-08-25\|5.51\|1.66\|5.40\|5.52\|5.38\|66712;2026-08-26\|5.74\|4.17\|5.52\|5.76\|5.51\|120903;2026-08-27\|5.60\|-2.44\|5.70\|5.71\|5.53\|113187;2026-08-28\|5.70\|1.79\|5.60\|5.75\|5.58\|86310;2026-08-31\|5.75\|0.88\|5.66\|5.79\|5.65\|75224;2026-09-01\|5.77\|0.35\|5.75\|5.83\|5.74\|53259;2026-09-02\|5.71\|-1.04\|5.77\|5.81\|5.64\|81260;2026-09-03\|5.66\|-0.88\|5.71\|6.08\|5.66\|103329;2026-09-04\|5.98\|5.65\|5.71\|6.05\|5.65\|211274;2026-09-07\|5.86\|-2.01\|6.04\|6.04\|5.85\|104282;2026-09-08\|5.95\|1.54\|5.85\|6.04\|5.85\|77344;2026-09-09\|5.97\|0.34\|5.95\|6.04\|5.94\|63716;2026-09-10\|5.91\|-1.00\|5.97\|5.99\|5.87\|55628;2026-09-11\|5.90\|-0.17\|5.86\|5.94\|5.72\|98170
117827	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	导光板+TAC膜+产品升级行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年5月21日投资者关系活动记录表，公司TAC膜项目厂房建设稳步推进，调液罐体、碳纤维滚轴及拉伸设备已到场，实验室试制膜已送下游检测且结果与自测无重大差异；京东方、三利谱与公司共同设立子公司安徽吉光从事TAC膜项目，该项目旨在打破日本垄断，当前地缘关系下必要性进一步加强。 2、据2025年年度报告，公司主营导光板，是国内中大尺寸导光板领域生产规模领先的企业之一，产品广泛应用于联想、华为、小米、LG等品牌的显示器及电视中。 3、据2026年4月29日业绩说明会，公司聚焦高技术、高附加值产品，自主研发的棱镜型网点技术2025年实现营收约4200万元，提升了公司在高端显示产品领域的市场占有率。	公司主营中大尺寸导光板，产品厚度0.3-3 mm、尺寸8-86英寸，已批量供货京东方、小米、华为、LG等头部面板品牌	2026-05-08\|52.30\|-1.19\|51.84\|53.47\|51.10\|55467;2026-05-11\|53.80\|2.87\|52.12\|54.17\|51.81\|57086;2026-05-12\|51.50\|-4.28\|53.40\|54.00\|51.22\|48750;2026-05-13\|52.09\|1.15\|51.50\|52.60\|50.75\|34788;2026-05-14\|54.83\|5.26\|52.62\|55.95\|51.71\|61546;2026-05-15\|53.70\|-2.06\|54.71\|55.14\|52.60\|48976;2026-05-18\|55.41\|3.18\|53.32\|55.81\|52.32\|37521;2026-05-19\|56.25\|1.52\|55.44\|56.33\|52.00\|48704;2026-05-20\|57.12\|1.55\|55.69\|57.78\|55.00\|37386;2026-05-21\|53.68\|-6.02\|57.50\|61.66\|53.54\|85325;2026-05-22\|58.97\|9.85\|54.32\|60.36\|53.38\|84813;2026-05-25\|58.77\|-0.17\|58.86\|59.55\|56.48\|52907;2026-05-26\|61.85\|5.24\|58.77\|62.44\|58.00\|70541;2026-05-27\|61.02\|-1.34\|61.72\|64.75\|60.06\|69951;2026-05-28\|59.70\|-2.16\|60.62\|61.50\|57.00\|69375;2026-05-29\|52.53\|-12.01\|60.00\|60.03\|51.45\|93717;2026-06-01\|51.14\|-2.65\|51.60\|53.46\|50.61\|46671;2026-06-02\|52.80\|3.25\|50.80\|53.49\|49.12\|54427;2026-06-03\|53.20\|0.76\|52.74\|54.35\|51.51\|35673;2026-06-04\|52.47\|-1.37\|51.81\|53.00\|51.22\|25648;2026-06-05\|52.52\|0.10\|52.27\|54.88\|51.50\|28195;2026-06-08\|50.02\|-4.76\|50.79\|52.20\|49.00\|28309;2026-06-09\|51.82\|3.60\|51.35\|51.97\|49.60\|19601;2026-06-10\|50.62\|-2.32\|51.11\|51.32\|49.86\|20407;2026-06-11\|54.65\|7.96\|50.97\|56.14\|49.65\|50656;2026-06-12\|53.00\|-3.02\|56.00\|57.25\|52.41\|48827;2026-06-15\|58.99\|11.30\|53.71\|60.62\|53.71\|74091;2026-06-16\|60.07\|1.83\|58.67\|61.68\|57.70\|48702;2026-06-17\|61.10\|1.71\|59.77\|62.50\|59.60\|33949;2026-06-18\|64.36\|5.34\|62.30\|65.50\|60.79\|49540;2026-06-22\|64.06\|-0.47\|66.57\|67.91\|62.15\|47577;2026-06-23\|62.50\|-2.44\|64.24\|64.97\|61.66\|36573;2026-06-24\|65.95\|5.52\|61.86\|66.64\|60.50\|36621;2026-06-25\|66.08\|0.20\|65.57\|69.20\|65.18\|35401;2026-06-26\|68.73\|4.01\|66.11\|70.76\|64.65\|50980;2026-06-29\|74.23\|8.00\|68.00\|75.87\|68.00\|70153;2026-06-30\|89.08\|20.01\|74.23\|89.08\|73.39\|92373;2026-07-01\|92.59\|3.94\|94.88\|102.50\|90.37\|160667;2026-07-02\|98.31\|6.18\|90.72\|104.00\|85.51\|138994;2026-07-03\|97.50\|-0.82\|99.87\|103.87\|92.44\|87212;2026-07-06\|92.81\|-4.81\|97.72\|99.59\|89.92\|69726;2026-07-07\|99.20\|6.88\|96.94\|103.96\|95.20\|106083;2026-07-08\|91.40\|-7.86\|99.25\|101.00\|89.50\|72068;2026-07-09\|93.00\|1.75\|92.00\|95.48\|85.00\|89220;2026-07-10\|93.00\|0.00\|92.88\|99.50\|89.00\|80296;2026-07-13\|77.76\|-16.39\|92.11\|93.79\|77.26\|86399;2026-07-14\|84.24\|8.33\|78.75\|84.44\|75.94\|63071;2026-07-15\|78.15\|-7.23\|84.20\|85.85\|77.51\|43358;2026-07-16\|70.48\|-9.81\|76.27\|77.48\|69.80\|57746;2026-07-17\|65.13\|-7.59\|69.78\|71.49\|63.88\|61149;2026-07-20\|65.94\|1.24\|66.63\|73.58\|64.30\|116500;2026-07-21\|70.13\|6.35\|67.26\|72.00\|57.81\|110286;2026-07-22\|65.59\|-6.47\|68.68\|73.59\|65.30\|64899;2026-07-23\|62.62\|-4.53\|65.59\|67.00\|61.20\|49280;2026-07-24\|61.41\|-1.93\|61.73\|63.84\|60.12\|34377;2026-07-27\|65.30\|6.33\|61.00\|65.40\|59.06\|33715;2026-07-28\|60.06\|-8.02\|63.29\|65.45\|59.30\|31979;2026-07-29\|57.71\|-3.91\|60.06\|60.30\|54.05\|50152;2026-07-30\|52.37\|-9.25\|58.00\|58.21\|51.12\|59512;2026-07-31\|54.76\|4.56\|58.20\|60.18\|54.50\|55466;2026-08-03\|49.90\|-8.88\|54.78\|56.30\|49.50\|49068;2026-08-04\|52.80\|5.81\|50.16\|53.40\|48.62\|53259;2026-08-05\|63.36\|20.00\|52.81\|63.36\|52.81\|43843;2026-08-06\|66.18\|4.45\|65.40\|66.88\|63.65\|88058;2026-08-07\|67.80\|2.45\|66.21\|69.50\|64.47\|64584;2026-08-10\|66.25\|-2.29\|66.68\|68.06\|63.80\|51415;2026-08-11\|66.28\|0.05\|64.51\|68.06\|64.51\|43903;2026-08-12\|68.84\|3.86\|66.60\|69.00\|65.50\|43033;2026-08-13\|67.11\|-2.51\|70.23\|70.50\|67.00\|51721;2026-08-14\|69.40\|3.41\|67.34\|72.20\|67.34\|45155;2026-08-17\|72.57\|4.57\|69.40\|72.57\|68.50\|41218;2026-08-18\|73.31\|1.02\|72.42\|73.89\|70.20\|46260;2026-08-19\|65.70\|-10.38\|71.52\|72.92\|65.30\|55146;2026-08-20\|65.20\|-0.76\|66.01\|66.90\|64.01\|39316;2026-08-21\|65.83\|0.97\|65.00\|67.50\|63.30\|26489;2026-08-24\|64.05\|-2.70\|65.89\|66.30\|61.80\|26954;2026-08-25\|63.39\|-1.03\|62.92\|64.36\|59.98\|31158;2026-08-26\|62.99\|-0.63\|63.39\|64.67\|61.91\|29691;2026-08-27\|68.30\|8.43\|66.14\|68.68\|64.14\|63032;2026-08-28\|67.08\|-1.79\|68.58\|70.35\|66.06\|50624;2026-08-31\|68.05\|1.45\|66.03\|68.70\|65.15\|31621;2026-09-01\|65.37\|-3.94\|68.38\|68.42\|64.15\|33547;2026-09-02\|62.90\|-3.78\|64.12\|64.90\|62.70\|19731;2026-09-03\|63.27\|0.59\|63.49\|64.68\|61.58\|18415;2026-09-04\|61.36\|-3.02\|63.81\|66.33\|60.51\|30762;2026-09-07\|65.20\|6.26\|62.00\|66.14\|62.00\|29706;2026-09-08\|63.88\|-2.02\|64.87\|65.44\|63.39\|23090;2026-09-09\|64.58\|1.10\|64.50\|65.94\|63.61\|20512;2026-09-10\|65.37\|1.22\|64.12\|65.58\|63.68\|18772;2026-09-11\|61.99\|-5.17\|64.00\|64.94\|60.17\|29828
117826	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基板+芯片封装+显示面板行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	此前美国认定公司自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-05-08\|8.88\|-1.77\|8.96\|9.04\|8.56\|2133496;2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987;2026-07-13\|10.76\|-9.96\|11.42\|12.02\|10.76\|1757850;2026-07-14\|11.28\|4.83\|10.76\|11.43\|10.72\|1733334;2026-07-15\|10.62\|-5.85\|11.46\|11.50\|10.52\|1406392;2026-07-16\|9.98\|-6.03\|10.49\|10.61\|9.87\|1238310;2026-07-17\|9.50\|-4.81\|9.88\|10.05\|9.34\|1293761;2026-07-20\|8.55\|-10.00\|9.75\|9.78\|8.55\|1316788;2026-07-21\|9.25\|8.19\|8.65\|9.28\|7.88\|1809427;2026-07-22\|9.07\|-1.95\|9.05\|9.47\|8.99\|1342720;2026-07-23\|9.02\|-0.55\|9.27\|9.39\|8.93\|1129075;2026-07-24\|8.68\|-3.77\|8.76\|9.09\|8.55\|891335;2026-07-27\|9.11\|4.95\|8.65\|9.14\|8.46\|1004772;2026-07-28\|8.60\|-5.60\|8.90\|9.19\|8.50\|914876;2026-07-29\|8.29\|-3.60\|8.55\|8.65\|7.95\|1225043;2026-07-30\|7.73\|-6.76\|8.25\|8.35\|7.65\|1055534;2026-07-31\|7.80\|0.91\|8.18\|8.38\|7.78\|1269945;2026-08-03\|7.76\|-0.51\|7.75\|7.87\|7.63\|813964;2026-08-04\|8.32\|7.22\|7.91\|8.37\|7.80\|1235830;2026-08-05\|8.91\|7.09\|8.28\|9.03\|8.25\|1445100;2026-08-06\|9.18\|3.03\|8.74\|9.30\|8.70\|1452450;2026-08-07\|9.48\|3.27\|9.20\|9.57\|9.10\|1395224;2026-08-10\|9.31\|-1.79\|9.60\|9.70\|9.11\|1202161;2026-08-11\|9.30\|-0.11\|9.23\|9.53\|9.14\|843298;2026-08-12\|9.34\|0.43\|9.31\|9.38\|9.19\|822413;2026-08-13\|9.15\|-2.03\|9.49\|9.55\|9.14\|864586;2026-08-14\|9.31\|1.75\|9.18\|9.33\|9.14\|691790;2026-08-17\|9.82\|5.48\|9.35\|10.11\|9.29\|1612466;2026-08-18\|10.80\|9.98\|9.87\|10.80\|9.87\|3342006;2026-08-19\|10.35\|-4.17\|10.35\|11.24\|10.25\|3439897;2026-08-20\|9.79\|-5.41\|10.48\|10.63\|9.57\|1992192;2026-08-21\|9.76\|-0.31\|9.61\|10.05\|9.50\|1220563;2026-08-24\|9.24\|-5.33\|9.70\|9.71\|9.01\|1213788;2026-08-25\|9.27\|0.32\|9.08\|9.34\|8.75\|925278;2026-08-26\|9.16\|-1.19\|9.26\|9.34\|9.05\|695912;2026-08-27\|9.51\|3.82\|9.24\|9.54\|9.21\|1047519;2026-08-28\|9.24\|-2.84\|9.45\|9.61\|9.23\|955456;2026-08-31\|9.34\|1.08\|9.06\|9.35\|9.00\|808825;2026-09-01\|8.98\|-3.85\|9.34\|9.37\|8.95\|838148;2026-09-02\|8.81\|-1.89\|8.81\|8.88\|8.72\|572057;2026-09-03\|8.75\|-0.68\|8.87\|8.92\|8.60\|643743;2026-09-04\|8.47\|-3.20\|8.85\|8.94\|8.41\|727935;2026-09-07\|8.73\|3.07\|8.55\|8.85\|8.54\|826811;2026-09-08\|8.61\|-1.37\|8.73\|8.84\|8.56\|642303;2026-09-09\|8.64\|0.35\|8.72\|9.06\|8.58\|923056;2026-09-10\|8.54\|-1.16\|8.53\|8.71\|8.42\|621598;2026-09-11\|8.51\|-0.35\|8.40\|8.58\|8.18\|748433
117825	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	涨停揭秘：高硼硅玻璃具备稳定热膨胀系数与低介电损耗，已满足半导体封装玻璃基板原材料标准，正与多家国内封测厂开展合作验证；涨停缘由：玻璃基板是Chiplet与先进封装关键载体，南玻在特种玻璃领域积淀深厚，材料性能指标达国际一线水平；资金逻辑：资金提前布局半导体材料国产替代主线，南玻作为稀缺玻璃基板潜在供应商获主题资金抢筹；风险提示：玻璃基板验证周期长、导入门槛高，目前尚未形成批量订单，业绩贡献暂不明确	公司在特种玻璃领域深耕多年，消息称公司高硼硅玻璃产品具备稳定的热膨胀系数与低介电损耗，符合半导体封装玻璃基板的原材料标准，已与多家国内制造企业建立合作关系	2026-05-08\|4.03\|-0.25\|4.02\|4.05\|4.01\|177239;2026-05-11\|4.02\|-0.25\|4.05\|4.05\|4.01\|249766;2026-05-12\|3.90\|-2.99\|4.02\|4.04\|3.89\|414506;2026-05-13\|3.83\|-1.79\|3.89\|3.89\|3.81\|327249;2026-05-14\|3.85\|0.52\|3.83\|3.89\|3.76\|307332;2026-05-15\|3.73\|-3.12\|3.82\|3.84\|3.71\|266465;2026-05-18\|3.71\|-0.54\|3.72\|3.72\|3.66\|182508;2026-05-19\|3.74\|0.81\|3.70\|3.75\|3.69\|133767;2026-05-20\|3.64\|-2.67\|3.72\|3.74\|3.62\|201900;2026-05-21\|4.00\|9.89\|3.69\|4.00\|3.69\|581068;2026-05-22\|4.40\|10.00\|4.00\|4.40\|3.86\|1257726;2026-05-25\|4.60\|4.55\|4.41\|4.83\|4.30\|2009093;2026-05-26\|4.50\|-2.17\|4.37\|4.73\|4.36\|1602110;2026-05-27\|4.45\|-1.11\|4.38\|4.64\|4.37\|1143299;2026-05-28\|4.38\|-1.57\|4.37\|4.55\|4.31\|844683;2026-05-29\|4.05\|-7.53\|4.40\|4.43\|4.01\|905492;2026-06-01\|4.16\|2.72\|4.06\|4.30\|4.02\|685882;2026-06-02\|4.10\|-1.44\|4.19\|4.20\|4.08\|422885;2026-06-03\|4.11\|0.24\|4.11\|4.24\|4.08\|507188;2026-06-04\|4.20\|2.19\|4.09\|4.27\|4.05\|701996;2026-06-05\|4.38\|4.29\|4.16\|4.54\|4.07\|1282677;2026-06-08\|4.31\|-1.60\|4.20\|4.49\|4.20\|828113;2026-06-09\|4.40\|2.09\|4.34\|4.41\|4.23\|686250;2026-06-10\|4.23\|-3.86\|4.35\|4.36\|4.15\|575985;2026-06-11\|4.08\|-3.55\|4.18\|4.25\|4.05\|556920;2026-06-12\|4.00\|-1.96\|4.11\|4.15\|3.89\|591900;2026-06-15\|4.11\|2.75\|4.00\|4.19\|3.99\|510288;2026-06-16\|4.52\|9.98\|4.10\|4.52\|4.05\|428470;2026-06-17\|4.63\|2.43\|4.55\|4.75\|4.42\|1726157;2026-06-18\|4.30\|-7.13\|4.46\|4.49\|4.26\|1065364;2026-06-22\|4.73\|10.00\|4.38\|4.73\|4.32\|915656;2026-06-23\|4.67\|-1.27\|4.69\|4.83\|4.62\|1550582;2026-06-24\|4.63\|-0.86\|4.65\|4.80\|4.56\|1117811;2026-06-25\|4.77\|3.02\|4.67\|4.87\|4.62\|1143986;2026-06-26\|4.80\|0.63\|4.68\|5.11\|4.55\|1531473;2026-06-29\|4.69\|-2.29\|4.73\|4.94\|4.57\|1154890;2026-06-30\|5.16\|10.02\|4.60\|5.16\|4.60\|1079635;2026-07-01\|5.25\|1.74\|5.06\|5.43\|4.92\|2088783;2026-07-02\|5.02\|-4.38\|5.00\|5.09\|4.81\|1294389;2026-07-03\|5.10\|1.59\|4.96\|5.15\|4.86\|1209128;2026-07-06\|4.62\|-9.41\|5.01\|5.06\|4.59\|1127022;2026-07-07\|4.23\|-8.44\|4.53\|4.58\|4.23\|832525;2026-07-08\|4.18\|-1.18\|4.24\|4.33\|4.17\|502834;2026-07-09\|4.31\|3.11\|4.19\|4.32\|4.17\|518262;2026-07-10\|4.17\|-3.25\|4.29\|4.34\|4.17\|590964;2026-07-13\|3.90\|-6.47\|4.08\|4.09\|3.90\|552757;2026-07-14\|3.95\|1.28\|3.91\|3.99\|3.88\|343628;2026-07-15\|3.88\|-1.77\|3.85\|3.90\|3.72\|430121;2026-07-16\|3.85\|-0.77\|3.83\|3.88\|3.81\|264279;2026-07-17\|3.81\|-1.04\|3.82\|3.89\|3.79\|377988;2026-07-20\|3.73\|-2.10\|3.82\|3.88\|3.68\|379127;2026-07-21\|3.88\|4.02\|3.74\|3.90\|3.72\|433539;2026-07-22\|3.75\|-3.35\|3.83\|3.86\|3.73\|380484;2026-07-23\|3.81\|2.14\|3.74\|3.82\|3.72\|229336;2026-07-24\|3.74\|-1.84\|3.77\|3.80\|3.71\|205265;2026-07-27\|3.83\|2.41\|3.74\|3.84\|3.71\|242567;2026-07-28\|3.82\|-0.26\|3.81\|3.83\|3.79\|207800;2026-07-29\|3.90\|2.09\|3.82\|3.93\|3.81\|284968;2026-07-30\|3.93\|0.77\|3.89\|3.97\|3.88\|274754;2026-07-31\|3.93\|0.00\|3.98\|4.02\|3.92\|325433;2026-08-03\|3.97\|1.02\|3.90\|3.97\|3.90\|211401;2026-08-04\|3.95\|-0.50\|3.97\|4.00\|3.94\|236419;2026-08-05\|3.96\|0.25\|3.92\|3.97\|3.90\|282397;2026-08-06\|3.89\|-1.77\|3.93\|3.94\|3.85\|286351;2026-08-07\|3.85\|-1.03\|3.88\|3.89\|3.82\|241228;2026-08-10\|3.88\|0.78\|3.88\|3.89\|3.82\|250422;2026-08-11\|3.85\|-0.77\|3.87\|3.88\|3.82\|181423;2026-08-12\|3.89\|1.04\|3.85\|3.91\|3.84\|247324;2026-08-13\|3.80\|-2.31\|3.90\|3.91\|3.79\|350687;2026-08-14\|3.78\|-0.53\|3.78\|3.81\|3.75\|186057;2026-08-17\|3.82\|1.06\|3.78\|3.83\|3.75\|176277;2026-08-18\|3.81\|-0.26\|3.82\|3.88\|3.80\|240766;2026-08-19\|3.73\|-2.10\|3.80\|3.82\|3.71\|267528;2026-08-20\|3.75\|0.54\|3.74\|3.78\|3.72\|193060;2026-08-21\|3.72\|-0.80\|3.73\|3.74\|3.68\|140132;2026-08-24\|3.70\|-0.54\|3.72\|3.72\|3.68\|124793;2026-08-25\|3.75\|1.35\|3.70\|3.77\|3.68\|169917;2026-08-26\|3.78\|0.80\|3.75\|3.80\|3.74\|135319;2026-08-27\|3.77\|-0.26\|3.76\|3.78\|3.73\|122202;2026-08-28\|3.79\|0.53\|3.75\|3.81\|3.73\|188776;2026-08-31\|3.73\|-1.58\|3.78\|3.82\|3.73\|193286;2026-09-01\|3.76\|0.80\|3.73\|3.77\|3.72\|177201;2026-09-02\|3.74\|-0.53\|3.74\|3.74\|3.69\|156354;2026-09-03\|3.71\|-0.80\|3.73\|3.75\|3.70\|105690;2026-09-04\|3.72\|0.27\|3.72\|3.76\|3.70\|189628;2026-09-07\|3.74\|0.54\|3.73\|3.76\|3.71\|146645;2026-09-08\|3.80\|1.60\|3.75\|3.81\|3.73\|245665;2026-09-09\|3.77\|-0.79\|3.81\|3.82\|3.76\|130041;2026-09-10\|3.78\|0.27\|3.77\|3.82\|3.73\|204983;2026-09-11\|3.83\|1.32\|3.76\|3.84\|3.69\|367741
117824	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	半导体显示+收购半导体+一季报增长+回购行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月3日公告，公司拟发行股份及支付现金购买广州华星半导体45%股权，收购完成后将实现100%控股；该产线2026年一季度净利润5.1亿元，预计全年超21亿元，将显著增厚归母净利。 2、公司主营半导体显示业务，LCD产能全球前二，TV面板出货市占率全球第二，在电竞MNT、LTPS笔电等细分品类市占率全球第一。 3、据2026年4月30日一季报，公司实现营收434.78亿元，同比增长8.37%；归母净利润15.56亿元，同比增长53.71%，创下过去17个季度新高。 4、据2026年6月23日公告，公司首次回购8216.76万股，成交总金额约4亿元；据2026年6月3日公告，公司主动取消46亿元配套融资，并将2026年拟回购金额提升至11-12亿元，同时推出核心管理团队锁定五年的合伙人持股计划。	公司旗下子公司天津普林与TCL华星曾联合研发并展出过玻璃芯基板，且依托其在显示面板领域积累的精密加工等底层技术优势，目前正对玻璃基封装领域进行前期调研与技术预研	2026-05-08\|4.22\|-1.86\|4.28\|4.29\|4.18\|6493101;2026-05-11\|4.34\|2.84\|4.24\|4.38\|4.24\|9135259;2026-05-12\|4.27\|-1.61\|4.35\|4.35\|4.26\|5329193;2026-05-13\|4.37\|2.34\|4.26\|4.37\|4.25\|5515192;2026-05-14\|4.28\|-2.06\|4.37\|4.41\|4.28\|4623411;2026-05-15\|4.18\|-2.34\|4.31\|4.33\|4.17\|6763993;2026-05-18\|4.22\|0.96\|4.18\|4.25\|4.12\|4317445;2026-05-19\|4.30\|1.90\|4.20\|4.31\|4.16\|4846094;2026-05-20\|4.23\|-1.63\|4.27\|4.29\|4.18\|4486764;2026-05-21\|4.37\|3.31\|4.56\|4.65\|4.24\|23881940;2026-05-22\|4.38\|0.23\|4.25\|4.45\|4.13\|19596776;2026-05-25\|4.44\|1.37\|4.38\|4.51\|4.33\|12381839;2026-05-26\|4.65\|4.73\|4.38\|4.73\|4.37\|16752598;2026-05-27\|4.68\|0.65\|4.66\|4.93\|4.61\|15703706;2026-05-28\|4.59\|-1.92\|4.60\|4.69\|4.48\|9801139;2026-05-29\|4.28\|-6.75\|4.57\|4.57\|4.26\|11156233;2026-06-01\|4.40\|2.80\|4.27\|4.53\|4.27\|10253294;2026-06-02\|4.43\|0.68\|4.38\|4.45\|4.26\|7858500;2026-06-03\|4.74\|7.00\|4.66\|4.87\|4.66\|23853333;2026-06-04\|4.92\|3.80\|4.72\|5.03\|4.68\|21305466;2026-06-05\|4.89\|-0.61\|4.89\|5.15\|4.82\|18851179;2026-06-08\|4.65\|-4.91\|4.74\|4.89\|4.61\|13012086;2026-06-09\|4.86\|4.52\|4.74\|4.90\|4.63\|12178315;2026-06-10\|4.67\|-3.91\|4.77\|4.78\|4.58\|10210781;2026-06-11\|4.51\|-1.53\|4.55\|4.60\|4.45\|8927828;2026-06-12\|4.55\|0.89\|4.59\|4.65\|4.45\|12013767;2026-06-15\|4.62\|1.54\|4.57\|4.66\|4.53\|9240689;2026-06-16\|4.65\|0.65\|4.60\|4.78\|4.59\|10527583;2026-06-17\|5.12\|10.11\|4.60\|5.12\|4.59\|21313148;2026-06-18\|5.00\|-2.34\|5.21\|5.24\|4.98\|18041617;2026-06-22\|4.99\|-0.20\|5.10\|5.17\|4.90\|14953751;2026-06-23\|4.85\|-2.81\|4.94\|5.01\|4.80\|11226547;2026-06-24\|4.85\|0.00\|4.80\|4.95\|4.75\|11765944;2026-06-25\|5.34\|10.10\|5.07\|5.34\|5.02\|22584806;2026-06-26\|5.40\|1.12\|5.36\|5.67\|5.29\|24403472;2026-06-29\|5.29\|-2.04\|5.43\|5.57\|5.20\|17084609;2026-06-30\|5.82\|10.02\|5.35\|5.82\|5.33\|11718305;2026-07-01\|6.12\|5.15\|5.98\|6.26\|5.86\|26059238;2026-07-02\|5.92\|-3.27\|5.88\|6.18\|5.51\|24698461;2026-07-03\|5.65\|-4.56\|5.77\|5.95\|5.48\|16631712;2026-07-06\|5.19\|-8.14\|5.60\|5.63\|5.18\|16484479;2026-07-07\|5.26\|1.35\|5.19\|5.41\|5.12\|12212721;2026-07-08\|5.04\|-4.18\|5.19\|5.31\|4.93\|11724135;2026-07-09\|5.36\|6.35\|5.05\|5.38\|5.05\|13829470;2026-07-10\|5.12\|-4.48\|5.37\|5.49\|5.12\|13076890;2026-07-13\|4.81\|-6.05\|5.07\|5.11\|4.76\|10993521;2026-07-14\|5.13\|6.65\|4.99\|5.16\|4.91\|11272724;2026-07-15\|5.02\|-2.14\|5.23\|5.24\|4.95\|8280522;2026-07-16\|4.98\|-0.80\|4.90\|5.07\|4.88\|6596254;2026-07-17\|5.00\|0.40\|4.96\|5.06\|4.85\|9154284;2026-07-20\|4.97\|-0.60\|5.01\|5.10\|4.89\|8365729;2026-07-21\|5.35\|7.65\|5.00\|5.35\|4.99\|12043244;2026-07-22\|5.15\|-3.74\|5.24\|5.32\|5.13\|8523790;2026-07-23\|5.16\|0.19\|5.15\|5.19\|5.06\|6027748;2026-07-24\|5.04\|-2.33\|5.07\|5.11\|5.02\|4275242;2026-07-27\|5.10\|1.19\|5.05\|5.11\|4.91\|5042345;2026-07-28\|4.91\|-3.73\|4.99\|5.04\|4.90\|5255759;2026-07-29\|4.93\|0.41\|4.88\|4.96\|4.78\|5339033;2026-07-30\|4.72\|-4.26\|4.85\|4.88\|4.70\|7206880;2026-07-31\|4.73\|0.21\|4.87\|4.92\|4.73\|7160223;2026-08-03\|4.70\|-0.63\|4.66\|4.72\|4.65\|4393716;2026-08-04\|4.77\|1.49\|4.72\|4.79\|4.71\|4270069;2026-08-05\|4.87\|2.10\|4.75\|4.90\|4.73\|7469975;2026-08-06\|4.82\|-1.03\|4.78\|4.86\|4.75\|5318960;2026-08-07\|4.86\|0.83\|4.79\|4.88\|4.77\|5506046;2026-08-10\|4.87\|0.21\|4.86\|4.88\|4.77\|4791213;2026-08-11\|5.00\|2.67\|4.84\|5.09\|4.83\|8585715;2026-08-12\|5.09\|1.80\|4.97\|5.13\|4.95\|5690270;2026-08-13\|5.17\|1.57\|5.12\|5.34\|5.07\|8586003;2026-08-14\|5.14\|-0.58\|5.18\|5.24\|5.08\|4459335;2026-08-17\|5.19\|0.97\|5.14\|5.20\|5.11\|4289402;2026-08-18\|5.24\|0.96\|5.18\|5.28\|5.17\|5648853;2026-08-19\|5.05\|-3.63\|5.11\|5.20\|5.01\|5599179;2026-08-20\|5.03\|-0.40\|5.10\|5.14\|5.00\|4129900;2026-08-21\|5.03\|0.00\|5.01\|5.06\|4.95\|2901531;2026-08-24\|4.92\|-2.19\|5.05\|5.06\|4.87\|4305641;2026-08-25\|4.91\|-0.20\|4.87\|4.93\|4.83\|2552987;2026-08-26\|4.91\|0.00\|4.91\|4.96\|4.89\|2979002;2026-08-27\|4.97\|1.22\|4.94\|4.99\|4.90\|3768495;2026-08-28\|4.96\|-0.20\|4.94\|4.99\|4.90\|3687190;2026-08-31\|5.09\|2.62\|4.94\|5.10\|4.92\|5262032;2026-09-01\|5.00\|-1.77\|5.09\|5.10\|5.00\|4166024;2026-09-02\|4.89\|-2.20\|4.96\|4.98\|4.85\|3830623;2026-09-03\|4.88\|-0.20\|4.92\|4.95\|4.85\|2895001;2026-09-04\|4.80\|-1.64\|4.90\|4.93\|4.78\|3607027;2026-09-07\|4.81\|0.21\|4.82\|4.84\|4.78\|2882571;2026-09-08\|4.76\|-1.04\|4.81\|4.83\|4.74\|3290979;2026-09-09\|4.74\|-0.42\|4.76\|4.77\|4.72\|2828387;2026-09-10\|4.69\|-1.05\|4.71\|4.72\|4.68\|2551984;2026-09-11\|4.64\|-1.07\|4.65\|4.66\|4.57\|4173985
117823	康宁股价创历史新高，此前发布光学互连组件“玻璃桥”	玻璃基板封装+MED电子纸+触摸屏龙头行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月15日互动易，公司自主及合作开发出扇出型面板级封装FOPLP技术、玻璃通孔TGV技术，制作出线宽线距为15μm/15μm的FCBGA载板等工程样品，2025年TGV技术成功实现8：1的孔径比，2026年继续积极推进玻璃基面板级封装载板技术的深入开发。 2、据2026年6月8日投资者关系活动记录表，公司MED项目核心进口设备已陆续到货并安装调试，部分设备已完成冷运行并逐步开展工艺调试，力争2026年9月底前实现产线的产品点亮。 3、据2025年年度报告，公司拥有国内目前唯一一条批量生产的第5代触摸屏生产线，是全球笔记本电脑用触摸屏细分市场的龙头厂商，车载盖板玻璃出货量国内领先。	公司正利用现有产线资源与合作方共同研发玻璃封装载板及TGV（玻璃通孔）技术，但相关产品目前仍处于工程样品阶段，暂未实现产业化生产	2026-05-08\|11.04\|1.47\|10.78\|11.05\|10.71\|122495;2026-05-11\|11.13\|0.82\|11.07\|11.14\|10.99\|136116;2026-05-12\|11.00\|-1.17\|11.05\|11.13\|10.96\|109550;2026-05-13\|11.28\|2.55\|11.00\|11.34\|10.92\|157051;2026-05-14\|10.98\|-2.66\|11.27\|11.28\|10.98\|154367;2026-05-15\|10.76\|-2.00\|10.95\|11.10\|10.66\|156517;2026-05-18\|10.86\|0.93\|10.73\|10.93\|10.62\|94287;2026-05-19\|11.07\|1.93\|10.79\|11.08\|10.69\|125279;2026-05-20\|10.93\|-1.26\|10.99\|11.07\|10.78\|102598;2026-05-21\|10.80\|-1.19\|11.14\|11.58\|10.77\|245917;2026-05-22\|11.41\|5.65\|10.94\|11.44\|10.73\|257872;2026-05-25\|11.86\|3.94\|11.40\|12.22\|11.34\|348761;2026-05-26\|11.95\|0.76\|11.77\|12.09\|11.65\|338057;2026-05-27\|12.27\|2.68\|11.98\|12.33\|11.68\|462385;2026-05-28\|12.40\|1.06\|12.01\|12.78\|11.95\|492179;2026-05-29\|11.65\|-6.05\|12.41\|12.45\|11.54\|365772;2026-06-01\|11.90\|2.15\|11.65\|12.50\|11.63\|329559;2026-06-02\|12.09\|1.60\|11.95\|12.30\|11.83\|305031;2026-06-03\|12.43\|2.81\|11.99\|12.99\|11.97\|493960;2026-06-04\|12.83\|3.22\|12.26\|12.94\|12.19\|495114;2026-06-05\|13.52\|5.38\|12.68\|14.06\|12.64\|815064;2026-06-08\|13.09\|-3.18\|13.00\|13.75\|12.74\|625253;2026-06-09\|13.24\|1.15\|13.28\|13.28\|12.60\|460454;2026-06-10\|13.21\|-0.23\|13.01\|13.74\|12.93\|488710;2026-06-11\|12.59\|-4.69\|13.01\|13.01\|12.47\|413179;2026-06-12\|12.16\|-3.42\|12.83\|13.06\|12.02\|411632;2026-06-15\|13.38\|10.03\|12.30\|13.38\|12.21\|389635;2026-06-16\|13.54\|1.20\|13.35\|13.72\|13.10\|545854;2026-06-17\|14.78\|9.97\|13.36\|14.78\|13.33\|418624;2026-06-18\|14.07\|-4.80\|14.84\|14.99\|13.84\|822217;2026-06-22\|15.15\|7.68\|14.36\|15.48\|14.35\|955192;2026-06-23\|14.29\|-5.68\|15.00\|15.20\|14.15\|643443;2026-06-24\|14.08\|-1.47\|14.18\|14.27\|13.68\|456746;2026-06-25\|14.20\|0.85\|14.12\|15.05\|14.09\|621558;2026-06-26\|15.62\|10.00\|14.09\|15.62\|14.02\|564996;2026-06-29\|15.93\|1.98\|16.39\|16.58\|15.50\|1064169;2026-06-30\|17.52\|9.98\|15.85\|17.52\|15.68\|401525;2026-07-01\|18.05\|3.03\|17.35\|18.35\|16.37\|1176465;2026-07-02\|16.25\|-9.97\|16.90\|17.17\|16.25\|761572;2026-07-03\|14.63\|-9.97\|15.41\|15.70\|14.63\|605155;2026-07-06\|13.17\|-9.98\|14.31\|14.38\|13.17\|656762;2026-07-07\|12.51\|-5.01\|12.94\|13.05\|12.32\|469775;2026-07-08\|11.59\|-7.35\|12.41\|12.61\|11.57\|480267;2026-07-09\|12.08\|4.23\|11.83\|12.13\|11.22\|557624;2026-07-10\|11.64\|-3.64\|12.06\|12.50\|11.64\|496619;2026-07-13\|10.60\|-8.93\|11.43\|11.64\|10.52\|420054;2026-07-14\|11.00\|3.77\|10.69\|11.04\|10.50\|327042;2026-07-15\|10.54\|-4.18\|11.12\|11.12\|10.50\|273590;2026-07-16\|10.32\|-2.09\|10.38\|10.60\|10.26\|216886;2026-07-17\|10.11\|-2.03\|10.32\|10.49\|10.03\|248217;2026-07-20\|9.49\|-6.13\|10.26\|10.29\|9.22\|295483;2026-07-21\|9.96\|4.95\|9.50\|9.99\|9.00\|323676;2026-07-22\|9.44\|-5.22\|9.90\|10.00\|9.41\|293582;2026-07-23\|9.64\|2.12\|9.42\|9.68\|9.29\|218760;2026-07-24\|9.34\|-3.11\|9.49\|9.60\|9.24\|160792;2026-07-27\|9.66\|3.43\|9.34\|9.66\|9.26\|164527;2026-07-28\|9.53\|-1.35\|9.54\|9.80\|9.50\|191582;2026-07-29\|9.81\|2.94\|9.47\|9.83\|9.33\|213899;2026-07-30\|9.72\|-0.92\|9.68\|9.86\|9.52\|220029;2026-07-31\|9.82\|1.03\|10.01\|10.13\|9.81\|291323;2026-08-03\|9.85\|0.31\|9.73\|9.85\|9.65\|149351;2026-08-04\|10.14\|2.94\|9.89\|10.15\|9.83\|223929;2026-08-05\|10.49\|3.45\|10.06\|10.59\|10.05\|302773;2026-08-06\|10.44\|-0.48\|10.37\|10.52\|10.25\|245776;2026-08-07\|10.64\|1.92\|10.38\|10.68\|10.34\|250723;2026-08-10\|10.48\|-1.50\|10.60\|10.60\|10.35\|187152;2026-08-11\|10.35\|-1.24\|10.40\|10.53\|10.31\|164341;2026-08-12\|10.62\|2.61\|10.34\|10.63\|10.32\|186823;2026-08-13\|10.35\|-2.54\|10.70\|10.71\|10.35\|146315;2026-08-14\|10.45\|0.97\|10.34\|10.46\|10.26\|130090;2026-08-17\|10.70\|2.39\|10.44\|10.70\|10.33\|183610;2026-08-18\|10.84\|1.31\|10.69\|11.03\|10.63\|266768;2026-08-19\|10.17\|-6.18\|10.55\|10.73\|10.10\|241610;2026-08-20\|10.21\|0.39\|10.35\|10.36\|10.11\|124831;2026-08-21\|10.22\|0.10\|10.12\|10.27\|9.80\|138059;2026-08-24\|10.16\|-0.59\|10.20\|10.33\|9.90\|136671;2026-08-25\|10.29\|1.28\|10.00\|10.34\|9.89\|120053;2026-08-26\|10.30\|0.10\|10.31\|10.39\|10.12\|99815;2026-08-27\|10.52\|2.14\|10.24\|10.56\|10.24\|123491;2026-08-28\|10.43\|-0.86\|10.48\|10.62\|10.40\|104417;2026-08-31\|10.54\|1.05\|10.30\|10.55\|10.16\|128702;2026-09-01\|10.41\|-1.23\|10.53\|10.58\|10.34\|105994;2026-09-02\|10.93\|5.00\|10.28\|11.12\|10.27\|425053;2026-09-03\|10.97\|0.37\|11.14\|11.26\|10.79\|292837;2026-09-04\|10.72\|-2.28\|11.01\|11.15\|10.63\|237629;2026-09-07\|10.79\|0.65\|10.78\|10.93\|10.70\|138218;2026-09-08\|10.75\|-0.37\|10.83\|11.04\|10.66\|153588;2026-09-09\|11.10\|3.26\|10.80\|11.25\|10.74\|264541;2026-09-10\|10.80\|-2.70\|11.00\|11.02\|10.75\|167190;2026-09-11\|11.15\|3.24\|10.65\|11.20\|10.57\|272073
117614	其它归类	涨停揭秘：华为与长安深度合作推进L3级智能驾驶商业化，相关车型交付节奏加快；涨停缘由：掌握L3级智能驾驶辅助核心技术30余项，阿维塔、深蓝等合作品牌销量持续攀升，智驾量产落地进度超预期；资金逻辑：资金聚焦智能汽车核心标的，主力连续加仓，融资余额同步上升，形成量价齐升格局；风险提示：智能驾驶法规落地进度存在不确定性，行业竞争加剧影响盈利水平	公司大力发展新能源和智能汽车，与华为深度合作，掌握L3级智能驾驶辅助关键核心技术30余项	2026-05-08\|9.29\|-0.75\|9.35\|9.38\|9.26\|902048;2026-05-11\|9.30\|0.11\|9.26\|9.30\|9.17\|990196;2026-05-12\|9.17\|-1.40\|9.30\|9.30\|9.16\|743662;2026-05-13\|9.09\|-0.87\|9.15\|9.16\|9.07\|746257;2026-05-14\|8.90\|-2.09\|9.09\|9.11\|8.90\|1036061;2026-05-15\|8.87\|-0.34\|8.87\|9.01\|8.76\|1016582;2026-05-18\|8.61\|-2.93\|8.83\|8.83\|8.58\|1034528;2026-05-19\|8.62\|0.12\|8.56\|8.86\|8.55\|1162724;2026-05-20\|8.48\|-1.62\|8.58\|8.58\|8.35\|1135810;2026-05-21\|8.47\|-0.12\|8.45\|8.64\|8.37\|1072172;2026-05-22\|8.44\|-0.35\|8.43\|8.49\|8.30\|743470;2026-05-25\|8.38\|-0.71\|8.42\|8.44\|8.32\|677559;2026-05-26\|8.30\|-0.95\|8.32\|8.55\|8.27\|1166366;2026-05-27\|8.10\|-2.41\|8.25\|8.32\|8.08\|1032756;2026-05-28\|7.88\|-2.72\|8.07\|8.07\|7.85\|1241582;2026-05-29\|7.92\|0.51\|7.91\|8.04\|7.77\|1389941;2026-06-01\|8.07\|1.89\|7.87\|8.08\|7.81\|1048446;2026-06-02\|8.46\|4.83\|8.04\|8.58\|8.03\|2222122;2026-06-03\|8.16\|-3.55\|8.38\|8.38\|8.14\|1289081;2026-06-04\|8.00\|-1.96\|8.10\|8.21\|7.96\|772196;2026-06-05\|8.00\|0.00\|7.96\|8.09\|7.95\|572569;2026-06-08\|7.80\|-2.50\|7.88\|7.96\|7.77\|757627;2026-06-09\|7.68\|-1.54\|7.82\|7.85\|7.62\|727735;2026-06-10\|7.47\|-2.73\|7.60\|7.61\|7.42\|945999;2026-06-11\|7.44\|-0.40\|7.40\|7.48\|7.32\|783834;2026-06-12\|7.54\|1.34\|7.46\|7.61\|7.44\|918642;2026-06-15\|7.67\|1.72\|7.58\|7.79\|7.58\|811834;2026-06-16\|7.53\|-1.83\|7.65\|7.66\|7.50\|636320;2026-06-17\|7.39\|-1.86\|7.51\|7.51\|7.38\|570211;2026-06-18\|7.45\|0.81\|7.35\|7.50\|7.25\|971815;2026-06-22\|7.36\|-1.21\|7.39\|7.39\|7.13\|1067930;2026-06-23\|7.27\|-1.22\|7.30\|7.54\|7.26\|893565;2026-06-24\|7.02\|-3.44\|7.28\|7.31\|7.02\|965881;2026-06-25\|7.03\|0.14\|6.97\|7.12\|6.91\|910065;2026-06-26\|6.86\|-2.42\|6.98\|6.99\|6.83\|928339;2026-06-29\|7.23\|5.39\|6.81\|7.24\|6.66\|1814888;2026-06-30\|7.17\|-0.83\|7.17\|7.42\|7.11\|1098080;2026-07-01\|7.19\|0.28\|7.19\|7.23\|7.10\|840297;2026-07-02\|7.14\|-0.70\|7.21\|7.37\|7.14\|971657;2026-07-03\|7.24\|1.40\|7.15\|7.28\|7.15\|870048;2026-07-06\|7.18\|-0.83\|7.23\|7.27\|7.17\|645159;2026-07-07\|7.07\|-1.53\|7.17\|7.21\|7.04\|612136;2026-07-08\|6.99\|-1.13\|7.05\|7.07\|6.96\|494683;2026-07-09\|6.94\|-0.72\|6.96\|7.01\|6.88\|628094;2026-07-10\|7.11\|2.45\|6.93\|7.18\|6.87\|947768;2026-07-13\|6.89\|-3.09\|7.05\|7.06\|6.88\|810342;2026-07-14\|6.94\|0.73\|6.88\|6.95\|6.85\|433703;2026-07-15\|7.15\|3.03\|6.90\|7.18\|6.90\|994175;2026-07-16\|7.19\|2.28\|7.03\|7.24\|7.01\|970592;2026-07-17\|7.11\|-1.11\|7.19\|7.29\|7.06\|927819;2026-07-20\|7.28\|2.39\|7.10\|7.29\|7.09\|1084520;2026-07-21\|7.20\|-1.10\|7.26\|7.48\|7.18\|1431469;2026-07-22\|7.21\|0.14\|7.17\|7.21\|7.07\|804654;2026-07-23\|7.33\|1.66\|7.26\|7.34\|7.15\|762744;2026-07-24\|7.20\|-1.77\|7.28\|7.40\|7.20\|666976;2026-07-27\|7.26\|0.83\|7.16\|7.33\|7.16\|530771;2026-07-28\|7.31\|0.69\|7.23\|7.37\|7.20\|696063;2026-07-29\|7.52\|2.87\|7.33\|7.59\|7.33\|1401722;2026-07-30\|7.83\|4.12\|7.50\|7.89\|7.47\|1948573;2026-07-31\|7.87\|0.51\|7.66\|7.87\|7.64\|1356328;2026-08-03\|7.81\|-0.76\|7.87\|7.91\|7.78\|797474;2026-08-04\|7.62\|-2.43\|7.81\|7.81\|7.61\|1087433;2026-08-05\|7.56\|-0.79\|7.64\|7.69\|7.53\|830744;2026-08-06\|7.38\|-2.38\|7.53\|7.55\|7.35\|981429;2026-08-07\|7.35\|-0.41\|7.38\|7.40\|7.26\|687003;2026-08-10\|7.42\|0.95\|7.34\|7.42\|7.32\|588633;2026-08-11\|7.35\|-0.94\|7.40\|7.41\|7.33\|503760;2026-08-12\|7.39\|0.54\|7.34\|7.41\|7.28\|542139;2026-08-13\|7.27\|-1.62\|7.38\|7.38\|7.27\|555625;2026-08-14\|7.14\|-1.79\|7.27\|7.30\|7.14\|583658;2026-08-17\|7.17\|0.42\|7.15\|7.18\|7.11\|344725;2026-08-18\|7.13\|-0.56\|7.18\|7.18\|7.11\|325027;2026-08-19\|7.04\|-1.26\|7.11\|7.14\|7.02\|482365;2026-08-20\|7.15\|1.56\|7.04\|7.17\|7.03\|464095;2026-08-21\|7.07\|-1.12\|7.12\|7.13\|7.04\|332491;2026-08-24\|7.05\|-0.28\|7.07\|7.10\|7.03\|263765;2026-08-25\|7.10\|0.71\|7.03\|7.11\|7.02\|279560;2026-08-26\|7.14\|0.56\|7.09\|7.17\|7.07\|327593;2026-08-27\|7.10\|-0.56\|7.12\|7.13\|7.07\|307327;2026-08-28\|7.10\|0.00\|7.09\|7.13\|7.07\|299419;2026-08-31\|7.07\|-0.42\|7.10\|7.10\|7.04\|378618;2026-09-01\|7.12\|0.71\|7.08\|7.14\|7.08\|383707;2026-09-02\|7.06\|-0.84\|7.10\|7.12\|7.04\|287292;2026-09-03\|7.06\|0.00\|7.08\|7.12\|7.06\|289943;2026-09-04\|7.12\|0.85\|7.07\|7.17\|7.07\|560799;2026-09-07\|7.11\|-0.14\|7.10\|7.15\|7.09\|327521;2026-09-08\|7.24\|1.83\|7.11\|7.27\|7.09\|711283;2026-09-09\|7.18\|-0.83\|7.23\|7.23\|7.15\|382094;2026-09-10\|7.12\|-0.84\|7.15\|7.16\|7.09\|320081;2026-09-11\|7.06\|-0.84\|7.10\|7.10\|6.98\|496801
117613	其它归类	涨停揭秘：我国日均Token调用量突破140万亿，WPS AI用户数与API调用量持续攀升；公司发布多模态文档理解新模型，适配政务、金融等B端高频场景，商业化进展超预期；涨停缘由：词元经济基础设施成熟带动AI办公工具渗透率跃升；WPS AI在信创替代窗口期加速落地；大模型轻量化部署能力构筑竞争壁垒；资金逻辑：资金聚焦AI应用端核心标的，北向与私募集中加仓，近5日融资余额增长12.3%，板块内领涨属性明确；风险提示：AI功能变现节奏仍需观察，市场竞争加剧或压缩毛利率空间	国内办公软件龙头，拟2.5亿元-5亿元回购公司股份	2026-05-08\|271.26\|-1.07\|276.00\|282.18\|271.00\|144868;2026-05-11\|272.91\|0.61\|270.05\|274.34\|267.21\|110313;2026-05-12\|261.50\|-4.18\|271.35\|271.35\|261.15\|105026;2026-05-13\|263.95\|0.94\|260.00\|264.88\|257.50\|72677;2026-05-14\|255.65\|-3.14\|270.35\|271.87\|255.14\|93396;2026-05-15\|251.30\|-1.70\|255.60\|260.80\|250.11\|86593;2026-05-18\|253.19\|0.75\|250.00\|256.29\|249.10\|70304;2026-05-19\|255.29\|0.83\|252.78\|257.70\|251.30\|69607;2026-05-20\|248.60\|-2.62\|252.20\|253.52\|247.10\|86357;2026-05-21\|243.90\|-1.89\|250.25\|257.44\|243.70\|97331;2026-05-22\|242.10\|-0.74\|246.00\|247.00\|239.82\|69681;2026-05-25\|245.34\|1.34\|243.20\|248.44\|241.03\|77795;2026-05-26\|242.68\|-1.08\|243.00\|246.38\|239.02\|72348;2026-05-27\|236.52\|-2.54\|242.68\|246.59\|235.97\|91347;2026-05-28\|236.38\|-0.06\|236.00\|237.42\|229.02\|79984;2026-05-29\|238.50\|0.90\|240.00\|244.95\|232.51\|96731;2026-06-01\|256.10\|7.38\|239.41\|259.66\|239.41\|173724;2026-06-02\|262.25\|2.40\|258.18\|263.76\|253.00\|139684;2026-06-03\|250.55\|-4.46\|256.00\|256.08\|249.33\|118130;2026-06-04\|237.66\|-5.14\|246.30\|246.76\|235.18\|100815;2026-06-05\|234.25\|-1.43\|237.73\|241.66\|233.80\|67348;2026-06-08\|223.85\|-4.44\|225.60\|230.88\|223.65\|71823;2026-06-09\|225.80\|0.87\|226.15\|226.96\|219.02\|70966;2026-06-10\|214.25\|-5.12\|221.42\|223.94\|213.60\|77938;2026-06-11\|209.56\|-2.19\|211.11\|212.82\|206.38\|67080;2026-06-12\|215.00\|2.60\|212.18\|218.19\|211.77\|73863;2026-06-15\|218.01\|1.40\|217.73\|220.60\|215.46\|60028;2026-06-16\|214.30\|-1.70\|218.03\|218.05\|213.46\|58803;2026-06-17\|215.30\|0.47\|212.88\|216.30\|211.29\|51031;2026-06-18\|217.36\|0.96\|214.00\|223.60\|213.35\|80827;2026-06-22\|226.93\|4.40\|216.47\|227.45\|212.22\|113433;2026-06-23\|215.43\|-5.07\|223.50\|224.19\|215.00\|80782;2026-06-24\|215.17\|-0.12\|215.00\|216.87\|210.90\|63761;2026-06-25\|213.10\|-0.96\|213.40\|216.00\|210.25\|69864;2026-06-26\|200.03\|-6.13\|212.00\|212.03\|200.00\|99364;2026-06-29\|213.93\|6.95\|204.46\|220.48\|204.46\|120867;2026-06-30\|213.05\|-0.41\|215.77\|216.50\|212.22\|79343;2026-07-01\|221.60\|4.01\|214.00\|225.50\|213.08\|118945;2026-07-02\|216.66\|-2.23\|227.00\|227.00\|216.22\|112556;2026-07-03\|211.35\|-1.88\|216.00\|216.95\|209.90\|69662;2026-07-06\|207.82\|-1.67\|209.00\|212.62\|207.01\|58921;2026-07-07\|205.95\|-0.90\|207.01\|209.80\|205.10\|46041;2026-07-08\|217.88\|5.79\|207.95\|219.90\|206.05\|111524;2026-07-09\|227.60\|4.46\|217.88\|228.00\|213.23\|132720;2026-07-10\|233.76\|2.71\|225.00\|242.80\|222.68\|145207;2026-07-13\|226.55\|-3.08\|230.55\|233.16\|223.90\|95256;2026-07-14\|222.63\|-1.73\|225.50\|228.83\|215.68\|87963;2026-07-15\|236.71\|6.32\|222.88\|239.50\|222.85\|131395;2026-07-16\|238.12\|0.60\|234.00\|241.00\|228.00\|123444;2026-07-17\|223.50\|-6.14\|234.00\|240.00\|223.50\|119623;2026-07-20\|244.27\|9.29\|229.95\|245.00\|223.96\|163679;2026-07-21\|247.55\|1.34\|240.98\|249.37\|240.00\|164216;2026-07-22\|239.92\|-3.08\|242.60\|244.30\|237.65\|108260;2026-07-23\|238.39\|-0.64\|239.70\|239.70\|230.01\|76047;2026-07-24\|226.93\|-4.81\|236.05\|236.25\|226.80\|82365;2026-07-27\|240.80\|6.11\|228.67\|242.22\|225.18\|94464;2026-07-28\|241.24\|0.18\|236.51\|247.58\|236.36\|93109;2026-07-29\|245.58\|1.80\|243.90\|252.12\|233.61\|122537;2026-07-30\|252.19\|2.69\|244.55\|257.76\|244.00\|126759;2026-07-31\|269.58\|6.90\|248.00\|289.30\|246.00\|287369;2026-08-03\|274.01\|1.64\|265.54\|284.08\|265.40\|221490;2026-08-04\|274.45\|0.16\|279.00\|280.00\|269.86\|177972;2026-08-05\|279.15\|1.71\|270.00\|288.14\|269.45\|186892;2026-08-06\|267.10\|-4.32\|273.57\|281.98\|267.02\|174234;2026-08-07\|265.65\|-0.54\|265.63\|271.00\|261.61\|142673;2026-08-10\|262.60\|-1.15\|265.51\|268.60\|260.56\|99029;2026-08-11\|261.40\|-0.46\|262.00\|269.89\|258.88\|98635;2026-08-12\|260.48\|-0.35\|261.50\|265.33\|258.91\|76741;2026-08-13\|254.50\|-2.30\|261.01\|265.66\|254.08\|122329;2026-08-14\|256.45\|0.77\|254.51\|263.20\|251.08\|105102;2026-08-17\|255.44\|-0.39\|257.08\|257.99\|249.00\|100084;2026-08-18\|258.60\|1.24\|253.00\|259.51\|251.30\|104464;2026-08-19\|247.13\|-4.44\|253.99\|254.70\|245.45\|106073;2026-08-20\|241.64\|-2.22\|249.70\|252.66\|240.90\|83777;2026-08-21\|240.50\|-0.47\|241.26\|243.14\|237.30\|50947;2026-08-24\|233.30\|-2.99\|240.44\|241.00\|230.00\|60675;2026-08-25\|234.75\|0.62\|231.00\|237.00\|231.00\|47536;2026-08-26\|233.03\|-0.73\|233.11\|237.50\|232.21\|46646;2026-08-27\|238.22\|2.23\|233.03\|239.03\|232.37\|60492;2026-08-28\|241.30\|1.29\|245.00\|248.31\|241.00\|96464;2026-08-31\|249.65\|3.46\|237.16\|251.20\|237.00\|82618;2026-09-01\|247.36\|-0.92\|248.98\|251.36\|246.16\|57110;2026-09-02\|238.40\|-3.62\|244.00\|246.00\|238.00\|51057;2026-09-03\|239.05\|0.27\|240.00\|242.68\|237.00\|41820;2026-09-04\|242.99\|1.65\|242.67\|248.30\|241.60\|68651;2026-09-07\|239.53\|-1.42\|242.00\|243.57\|237.76\|48570;2026-09-08\|235.27\|-1.78\|239.00\|239.10\|234.02\|51940;2026-09-09\|231.69\|-1.52\|235.27\|235.27\|229.20\|46250;2026-09-10\|227.72\|-1.71\|230.22\|233.00\|227.70\|33924;2026-09-11\|228.82\|0.48\|226.79\|231.19\|223.80\|52936
117612	其它归类	一季报预增+储能逆变器+海外需求行业原因： 1、工信部等四部门9日联合召开动力及储能电池企业座谈会，部署治理“内卷式”竞争，市场预期供给格局优化、盈利修复。 2、东吴证券研报认为，户储及大储全球共振，AI用电催化需求高增。预计2026年储能新增装机265GWh，同比增长63%。公司原因： 1、据2026年4月9日盘后披露，公司预计2026年一季度归母净利11–12亿元，同比增55.91%–70.08%，主因欧洲、中东、东南亚户用及工商业储能需求快速提升，储能逆变器、储能电池包销售收入大幅增长。 2、据2025年年度报告，公司已形成储能逆变器、组串式逆变器、微型逆变器全矩阵，2025年外销占比79.74%，产品销往110多个国家和地区，品牌全球认知度持续提升。 3、据2025年半年度报告，公司上半年销售逆变器76.38万台，其中工商储4.29万台，欧洲、亚非拉工商储需求快速起量，渠道与研发优势显著。	公司一季度净利润同比增长68.37%，报告期内，公司储能逆变器、储能电池包产品销售收入同比大幅增长，进而推动公司经营业绩增长	2026-05-08\|151.27\|-1.99\|152.33\|155.97\|149.54\|107447;2026-05-11\|161.57\|6.81\|150.58\|164.55\|149.00\|170699;2026-05-12\|158.82\|-1.70\|161.59\|162.50\|157.54\|104818;2026-05-13\|158.87\|0.03\|158.02\|160.88\|156.08\|103489;2026-05-14\|151.18\|-4.84\|159.71\|159.99\|150.80\|134355;2026-05-15\|150.33\|-0.56\|150.60\|153.62\|147.43\|148971;2026-05-18\|159.29\|5.96\|150.00\|159.87\|146.50\|155432;2026-05-19\|157.63\|-1.04\|159.48\|167.10\|156.00\|129780;2026-05-20\|169.70\|7.66\|157.21\|173.39\|157.21\|261375;2026-05-21\|168.65\|-0.62\|169.81\|174.56\|164.02\|163102;2026-05-22\|120.70\|1.28\|119.25\|124.66\|118.47\|179221;2026-05-25\|118.36\|-1.94\|118.29\|119.67\|114.06\|174806;2026-05-26\|116.06\|-1.94\|117.00\|121.26\|114.65\|213776;2026-05-27\|122.40\|5.46\|118.45\|126.90\|117.60\|237819;2026-05-28\|121.81\|-0.48\|122.40\|123.66\|118.60\|179389;2026-05-29\|115.64\|-5.07\|121.81\|122.60\|115.00\|187143;2026-06-01\|114.00\|-1.42\|116.33\|122.36\|113.05\|249041;2026-06-02\|111.10\|-2.54\|113.70\|114.20\|107.61\|197687;2026-06-03\|115.33\|3.81\|109.00\|119.48\|109.00\|247954;2026-06-04\|112.28\|-2.64\|114.02\|115.56\|111.10\|169731;2026-06-05\|104.91\|-6.56\|112.28\|112.60\|103.60\|247859;2026-06-08\|102.17\|-2.61\|101.66\|105.49\|100.77\|160660;2026-06-09\|103.87\|1.66\|105.00\|105.00\|100.75\|131378;2026-06-10\|103.70\|-0.16\|103.35\|104.66\|99.70\|161216;2026-06-11\|101.20\|-2.41\|103.70\|105.00\|98.73\|167383;2026-06-12\|103.79\|2.56\|103.00\|105.91\|100.57\|278637;2026-06-15\|100.96\|-2.73\|102.28\|102.49\|94.00\|313339;2026-06-16\|102.42\|1.45\|102.81\|105.91\|100.66\|224424;2026-06-17\|103.08\|0.64\|101.48\|103.79\|100.00\|178117;2026-06-18\|103.20\|0.12\|103.00\|106.00\|101.30\|182957;2026-06-22\|109.00\|5.62\|105.10\|110.36\|104.10\|298383;2026-06-23\|101.44\|-6.94\|109.50\|109.55\|101.03\|265469;2026-06-24\|99.75\|-1.67\|102.00\|102.56\|99.00\|180704;2026-06-25\|99.32\|-0.43\|99.28\|100.20\|97.50\|193269;2026-06-26\|96.49\|-2.85\|99.30\|100.45\|96.36\|155727;2026-06-29\|104.27\|8.06\|97.76\|104.86\|97.64\|296838;2026-06-30\|106.18\|1.83\|105.00\|107.12\|101.79\|205514;2026-07-01\|101.50\|-4.41\|104.50\|104.56\|97.00\|246572;2026-07-02\|94.66\|-6.74\|99.47\|100.96\|94.50\|180347;2026-07-03\|96.44\|1.88\|94.57\|97.97\|93.78\|138945;2026-07-06\|96.12\|-0.33\|96.00\|99.22\|95.61\|135964;2026-07-07\|96.49\|0.38\|96.10\|98.15\|95.20\|104225;2026-07-08\|89.57\|-7.17\|96.15\|96.48\|89.24\|204223;2026-07-09\|86.19\|-3.77\|91.00\|91.00\|83.16\|358092;2026-07-10\|84.00\|-2.54\|85.98\|88.30\|83.84\|197838;2026-07-13\|84.18\|0.21\|84.50\|87.85\|83.00\|218557;2026-07-14\|85.70\|1.81\|84.19\|85.70\|83.04\|143282;2026-07-15\|85.40\|-0.35\|86.30\|89.19\|84.95\|154989;2026-07-16\|82.62\|-3.26\|84.90\|87.50\|82.16\|130506;2026-07-17\|80.15\|-2.99\|82.00\|83.27\|79.47\|125706;2026-07-20\|79.40\|-0.94\|80.15\|81.87\|77.80\|167137;2026-07-21\|81.27\|2.36\|79.01\|81.65\|77.48\|144380;2026-07-22\|80.46\|-1.00\|81.30\|83.13\|80.02\|123043;2026-07-23\|88.51\|10.01\|80.50\|88.51\|80.50\|243893;2026-07-24\|88.45\|-0.07\|89.55\|92.21\|88.28\|267872;2026-07-27\|88.22\|-0.26\|89.32\|89.55\|86.66\|127606;2026-07-28\|83.20\|-5.69\|87.08\|87.71\|82.40\|141065;2026-07-29\|85.13\|2.32\|82.59\|86.25\|80.88\|145937;2026-07-30\|83.23\|-2.23\|84.49\|86.27\|82.40\|100353;2026-07-31\|81.81\|-1.71\|84.05\|85.46\|81.41\|126821;2026-08-03\|80.94\|-1.06\|81.59\|82.58\|79.10\|128385;2026-08-04\|82.48\|1.90\|82.00\|82.97\|81.00\|98384;2026-08-05\|83.76\|1.55\|81.60\|84.20\|80.85\|146085;2026-08-06\|83.50\|-0.31\|82.82\|83.74\|81.22\|134086;2026-08-07\|84.82\|1.58\|82.68\|85.83\|82.67\|182698;2026-08-10\|85.76\|1.11\|84.99\|86.44\|83.77\|159520;2026-08-11\|91.40\|6.58\|85.18\|92.30\|84.80\|260061;2026-08-12\|94.09\|2.94\|89.98\|97.53\|89.86\|257659;2026-08-13\|90.71\|-3.59\|93.91\|94.20\|90.58\|184822;2026-08-14\|90.31\|-0.44\|90.56\|91.67\|89.36\|90774;2026-08-17\|95.59\|5.85\|90.03\|95.77\|90.03\|195230;2026-08-18\|98.42\|2.96\|96.00\|98.88\|95.00\|184732;2026-08-19\|94.87\|-3.61\|96.00\|97.92\|94.55\|140537;2026-08-20\|93.73\|-1.20\|95.44\|96.16\|93.00\|97832;2026-08-21\|96.20\|2.64\|93.56\|97.50\|93.01\|129632;2026-08-24\|94.31\|-1.96\|96.28\|97.38\|93.10\|93038;2026-08-25\|95.01\|0.74\|92.88\|96.50\|91.66\|101729;2026-08-26\|96.50\|1.57\|95.01\|98.32\|94.10\|109236;2026-08-27\|96.78\|0.29\|97.46\|97.73\|91.19\|172843;2026-08-28\|92.30\|-4.63\|95.00\|95.50\|92.10\|144098;2026-08-31\|88.04\|-4.62\|90.46\|90.47\|84.01\|246972;2026-09-01\|85.36\|-3.04\|87.92\|87.92\|85.10\|155229;2026-09-02\|85.50\|0.16\|85.69\|87.25\|85.10\|152162;2026-09-03\|86.25\|0.88\|86.20\|87.47\|85.44\|71386;2026-09-04\|86.42\|0.20\|86.70\|87.88\|86.03\|83452;2026-09-07\|85.19\|-1.42\|86.43\|86.70\|84.80\|84678;2026-09-08\|81.33\|-4.53\|84.85\|84.98\|80.84\|228874;2026-09-09\|82.20\|1.07\|81.33\|82.50\|81.00\|90626;2026-09-10\|83.11\|1.11\|82.00\|85.15\|81.40\|117497;2026-09-11\|85.50\|2.88\|82.86\|85.88\|82.50\|138571
117611	其它归类	在线教育+股权激励+百校计划+高分红 1、据2026年6月5日公告，公司拟向激励对象授予不超过308.20万份股票期权，占公司股本总额的2.58%。 2、据2026年5月27日机构调研，截至2026年一季度末，公司合同负债达12亿元，在手订单储备充沛；“百校计划”计划实施首年已成功开设6家分校，2026年计划新建15家。 3、据2026年4月15日年报及2026年5月27日机构调研，公司2025年合计派发现金红利约2.68亿元，分红比例约93%；2025年度拟每10股派发现金红利10元，已于2026年6月4日派息。 4、据2026年4月15日年报，公司2025年将AI深度融入组织，推出“智多行”“AI销售大师”等内部平台，全面深化AI应用。	国内主要的企业管理培训和咨询机构之一，25年净利润同比增长19.12%	2026-05-08\|61.48\|0.46\|61.70\|61.98\|60.44\|15663;2026-05-11\|61.48\|0.00\|62.47\|62.88\|61.02\|20551;2026-05-12\|65.44\|6.44\|61.40\|65.44\|60.60\|31560;2026-05-13\|63.00\|-3.73\|64.04\|64.75\|61.54\|22859;2026-05-14\|61.41\|-2.52\|62.80\|63.77\|60.76\|17677;2026-05-15\|60.30\|-1.81\|61.30\|61.77\|59.30\|21755;2026-05-18\|58.80\|-2.49\|59.45\|60.19\|58.27\|19020;2026-05-19\|58.22\|-0.99\|58.88\|59.50\|57.50\|12897;2026-05-20\|57.54\|-1.17\|58.20\|58.53\|57.19\|9676;2026-05-21\|56.07\|-2.55\|57.97\|58.01\|55.75\|12158;2026-05-22\|55.06\|-1.80\|56.83\|56.83\|54.00\|23922;2026-05-25\|56.00\|1.71\|55.34\|56.25\|54.72\|13084;2026-05-26\|56.14\|0.25\|56.00\|57.10\|55.65\|18674;2026-05-27\|55.32\|-1.46\|56.61\|56.89\|54.69\|10057;2026-05-28\|56.30\|1.77\|55.77\|56.95\|55.00\|10869;2026-05-29\|57.67\|2.43\|56.14\|57.74\|55.83\|12683;2026-06-01\|56.83\|-1.46\|57.82\|58.28\|56.63\|15980;2026-06-02\|56.15\|-1.20\|56.83\|57.15\|55.54\|11575;2026-06-03\|55.88\|-0.48\|56.15\|56.16\|54.40\|17298;2026-06-04\|54.31\|-1.04\|54.83\|56.40\|54.15\|16275;2026-06-05\|54.35\|0.07\|57.01\|57.60\|54.33\|17511;2026-06-08\|56.72\|4.36\|53.09\|57.97\|53.09\|17737;2026-06-09\|57.35\|1.11\|57.80\|58.50\|56.61\|12888;2026-06-10\|56.92\|-0.75\|56.56\|57.79\|56.00\|9167;2026-06-11\|56.23\|-1.21\|56.17\|57.08\|55.41\|10811;2026-06-12\|56.04\|-0.34\|56.28\|57.30\|56.04\|8855;2026-06-15\|55.90\|-0.25\|56.60\|57.25\|55.35\|12843;2026-06-16\|54.31\|-2.84\|55.90\|55.90\|53.89\|12820;2026-06-17\|54.32\|0.02\|54.19\|54.87\|53.17\|9188;2026-06-18\|54.78\|0.85\|54.22\|55.16\|53.71\|5621;2026-06-22\|55.06\|0.51\|54.78\|55.47\|53.56\|8742;2026-06-23\|55.88\|1.49\|55.27\|56.95\|54.51\|6910;2026-06-24\|54.21\|-2.99\|55.50\|56.17\|53.95\|6600;2026-06-25\|54.39\|0.33\|54.99\|55.30\|53.95\|5689;2026-06-26\|54.26\|-0.24\|53.90\|54.80\|53.36\|5490;2026-06-29\|59.69\|10.01\|55.30\|59.69\|55.00\|15611;2026-06-30\|54.16\|-9.26\|61.90\|62.50\|53.81\|30340;2026-07-01\|53.88\|-0.52\|53.72\|54.80\|50.06\|22448;2026-07-02\|54.19\|0.58\|52.88\|54.77\|52.22\|16866;2026-07-03\|55.38\|2.20\|54.62\|55.70\|53.62\|10917;2026-07-06\|53.55\|-3.30\|55.57\|56.76\|53.01\|14056;2026-07-07\|52.30\|-2.33\|53.35\|53.50\|52.01\|10098;2026-07-08\|52.67\|0.71\|52.04\|53.97\|51.10\|7938;2026-07-09\|52.96\|0.55\|52.01\|53.36\|51.68\|7446;2026-07-10\|53.37\|0.77\|52.96\|54.18\|52.25\|6788;2026-07-13\|53.76\|0.73\|53.26\|56.18\|52.76\|13729;2026-07-14\|54.12\|0.67\|54.17\|56.00\|53.30\|11046;2026-07-15\|54.66\|1.00\|53.55\|54.90\|53.55\|6964;2026-07-16\|53.35\|-2.40\|53.28\|54.90\|52.52\|10759;2026-07-17\|52.95\|-0.75\|52.45\|54.15\|52.18\|9647;2026-07-20\|52.97\|0.04\|53.35\|53.47\|51.70\|12314;2026-07-21\|53.37\|0.76\|52.97\|53.50\|52.30\|10080;2026-07-22\|53.97\|1.12\|53.36\|54.00\|51.14\|13045;2026-07-23\|55.49\|2.82\|53.97\|55.77\|53.53\|9351;2026-07-24\|54.78\|-1.28\|55.84\|55.89\|54.51\|4914;2026-07-27\|56.96\|3.98\|54.78\|57.17\|54.25\|11634;2026-07-28\|56.26\|-1.23\|57.00\|57.63\|55.86\|10762;2026-07-29\|56.50\|0.43\|56.17\|57.45\|55.60\|13953;2026-07-30\|56.31\|-0.34\|56.63\|57.71\|55.88\|11538;2026-07-31\|58.51\|3.91\|54.40\|58.51\|54.32\|13216;2026-08-03\|57.23\|-2.19\|57.50\|58.82\|56.70\|13845;2026-08-04\|60.10\|5.01\|57.00\|60.88\|57.00\|28560;2026-08-05\|59.00\|-1.83\|60.24\|60.50\|57.29\|28576;2026-08-06\|56.63\|-4.02\|57.48\|57.91\|55.62\|21116;2026-08-07\|57.17\|0.95\|56.80\|58.15\|56.30\|14209;2026-08-10\|58.28\|1.94\|57.23\|58.68\|56.66\|15979;2026-08-11\|58.30\|0.03\|57.80\|59.31\|57.25\|9820;2026-08-12\|56.94\|-2.33\|58.65\|58.65\|53.41\|30295;2026-08-13\|56.28\|-1.16\|57.70\|58.43\|56.13\|19810;2026-08-14\|54.14\|-3.80\|56.84\|56.84\|53.40\|22147;2026-08-17\|55.64\|2.77\|54.00\|55.99\|53.76\|14509;2026-08-18\|56.61\|1.74\|55.65\|57.50\|55.65\|16714;2026-08-19\|55.52\|-1.93\|55.90\|56.90\|55.30\|10770;2026-08-20\|55.52\|0.00\|55.58\|56.10\|55.05\|7732;2026-08-21\|55.00\|-0.94\|55.52\|55.52\|54.55\|9753;2026-08-24\|55.58\|1.05\|54.95\|55.67\|54.41\|8917;2026-08-25\|56.85\|2.29\|55.40\|57.19\|54.80\|9822;2026-08-26\|56.02\|-1.46\|56.87\|57.26\|55.75\|6860;2026-08-27\|55.98\|-0.07\|56.02\|56.40\|55.02\|6633;2026-08-28\|56.55\|1.02\|55.96\|56.59\|55.20\|7438;2026-08-31\|55.90\|-1.15\|55.73\|56.47\|54.60\|12705;2026-09-01\|57.47\|2.81\|55.58\|57.87\|55.58\|12485;2026-09-02\|55.81\|-2.89\|57.28\|57.77\|55.62\|8501;2026-09-03\|56.25\|0.79\|55.82\|56.68\|55.82\|7007;2026-09-04\|57.18\|1.65\|56.60\|57.71\|56.25\|11154;2026-09-07\|54.37\|-2.88\|56.00\|56.00\|53.63\|17098;2026-09-08\|55.30\|1.71\|54.31\|55.52\|54.01\|8814;2026-09-09\|55.27\|-0.05\|55.43\|55.89\|54.68\|7982;2026-09-10\|54.70\|-1.03\|54.95\|55.83\|54.60\|5640;2026-09-11\|54.55\|-0.27\|54.79\|54.79\|54.00\|6142
117610	其它归类	电缆+海缆+一季报增长 1、据2026年6月11日公告，公司及子公司近期合计中标约52.31亿元项目，涵盖绿色输电设施、海底电缆与高压电缆及海洋装备与工程运维领域，为公司“十五五”期间业绩增长奠定基础。 2、据2026年4月22日一季报，公司海底电缆与高压电缆营收14.91亿元，同比增长24.68%，占营收比重51.71%；海洋装备与工程运维营收2.74亿元，同比增长319.61%。 3、据2026年4月22日一季报，公司一季度营收28.83亿元，同比增长34.28%，主要系海底电缆与高压电缆等重点项目陆续交付驱动。	海陆缆核心供应商，一季度净利润同比增长32.26%	2026-05-08\|61.69\|-2.06\|62.70\|62.88\|60.87\|167148;2026-05-11\|61.96\|0.44\|61.69\|62.87\|61.69\|155060;2026-05-12\|62.07\|0.18\|62.19\|63.60\|60.78\|200475;2026-05-13\|64.00\|3.11\|62.16\|64.10\|62.16\|217305;2026-05-14\|61.42\|-4.03\|64.20\|64.50\|61.33\|173482;2026-05-15\|58.66\|-4.49\|60.87\|61.25\|58.16\|209892;2026-05-18\|58.76\|0.17\|58.01\|60.12\|57.90\|98970;2026-05-19\|59.48\|1.23\|58.99\|59.50\|57.68\|104866;2026-05-20\|58.60\|-1.48\|58.90\|59.32\|57.45\|107879;2026-05-21\|57.25\|-2.30\|58.90\|59.25\|57.00\|114604;2026-05-22\|56.98\|-0.47\|57.48\|57.70\|56.39\|92964;2026-05-25\|56.98\|0.00\|57.66\|57.66\|56.12\|90007;2026-05-26\|46.00\|-2.23\|46.60\|47.17\|45.51\|108088;2026-05-27\|44.81\|-2.59\|46.01\|46.45\|44.52\|131069;2026-05-28\|43.61\|-2.68\|44.78\|44.78\|43.20\|200405;2026-05-29\|44.70\|2.50\|43.98\|45.49\|43.23\|219932;2026-06-01\|43.88\|-1.83\|45.08\|45.45\|43.85\|146531;2026-06-02\|42.60\|-2.92\|43.75\|43.88\|41.50\|223738;2026-06-03\|42.17\|-1.01\|42.58\|42.77\|41.80\|100954;2026-06-04\|41.15\|-2.42\|42.10\|42.10\|40.78\|145761;2026-06-05\|40.21\|-2.28\|41.05\|41.23\|40.16\|129750;2026-06-08\|38.92\|-3.21\|39.45\|40.55\|38.21\|135791;2026-06-09\|39.01\|0.23\|39.19\|39.36\|38.28\|114504;2026-06-10\|37.59\|-3.64\|39.00\|39.00\|37.32\|188428;2026-06-11\|40.42\|7.53\|39.92\|40.95\|37.75\|445666;2026-06-12\|41.60\|2.92\|40.02\|42.40\|39.46\|367160;2026-06-15\|41.31\|-0.70\|41.11\|42.61\|40.83\|253863;2026-06-16\|40.82\|-1.19\|41.12\|41.69\|40.56\|171741;2026-06-17\|40.87\|0.12\|41.22\|41.70\|40.53\|154969;2026-06-18\|39.93\|-2.30\|40.75\|40.97\|39.61\|197105;2026-06-22\|40.62\|1.73\|39.80\|40.69\|39.15\|168742;2026-06-23\|39.55\|-2.63\|40.62\|41.10\|39.33\|143145;2026-06-24\|39.47\|-0.20\|39.42\|39.64\|38.71\|105107;2026-06-25\|39.22\|-0.63\|39.39\|39.57\|38.85\|115569;2026-06-26\|38.02\|-3.06\|39.68\|40.28\|38.00\|150547;2026-06-29\|41.82\|9.99\|37.82\|41.82\|37.68\|288601;2026-06-30\|41.51\|-0.74\|41.86\|42.56\|41.16\|231475;2026-07-01\|42.50\|2.38\|41.52\|42.68\|39.80\|301323;2026-07-02\|43.36\|2.02\|41.96\|44.07\|41.80\|301797;2026-07-03\|43.75\|0.90\|43.45\|44.25\|42.87\|186255;2026-07-06\|42.04\|-3.91\|43.32\|43.32\|41.72\|167696;2026-07-07\|40.56\|-3.52\|42.23\|42.23\|40.30\|152581;2026-07-08\|39.86\|-1.73\|40.50\|40.87\|39.43\|117600;2026-07-09\|39.00\|-2.16\|39.73\|39.96\|37.66\|193943;2026-07-10\|39.98\|2.51\|38.62\|40.77\|38.31\|168624;2026-07-13\|40.47\|1.23\|39.56\|40.60\|38.80\|176390;2026-07-14\|40.73\|0.64\|39.99\|41.10\|39.54\|152802;2026-07-15\|39.49\|-3.04\|39.90\|40.28\|39.14\|144808;2026-07-16\|38.93\|-1.42\|39.00\|40.00\|38.81\|97683;2026-07-17\|37.74\|-3.06\|38.90\|38.90\|37.50\|128531;2026-07-20\|39.45\|4.53\|37.80\|39.88\|37.79\|174631;2026-07-21\|39.63\|0.46\|39.18\|40.18\|39.16\|140375;2026-07-22\|37.97\|-4.19\|39.63\|39.66\|37.60\|236527;2026-07-23\|40.06\|5.50\|37.80\|40.38\|37.61\|233925;2026-07-24\|39.25\|-2.02\|39.82\|41.20\|39.20\|230129;2026-07-27\|39.06\|-0.48\|39.25\|40.10\|38.66\|163123;2026-07-28\|39.20\|0.36\|39.00\|39.65\|38.81\|122435;2026-07-29\|40.97\|4.52\|39.35\|41.47\|39.05\|213860;2026-07-30\|40.69\|-0.68\|40.69\|41.78\|40.50\|154297;2026-07-31\|41.15\|1.13\|40.75\|41.27\|39.93\|195056;2026-08-03\|42.36\|2.94\|41.30\|42.68\|40.80\|192148;2026-08-04\|41.07\|-3.05\|42.46\|42.50\|40.62\|278515;2026-08-05\|39.79\|-3.12\|39.20\|39.79\|38.38\|359896;2026-08-06\|38.88\|-2.29\|39.10\|39.33\|38.60\|194501;2026-08-07\|38.70\|-0.46\|38.85\|38.95\|38.53\|166914;2026-08-10\|38.57\|-0.34\|38.80\|38.88\|38.49\|173135;2026-08-11\|38.83\|0.67\|38.60\|39.19\|38.48\|159796;2026-08-12\|39.02\|0.49\|38.77\|39.07\|38.65\|147295;2026-08-13\|38.64\|-0.97\|39.02\|39.08\|38.53\|141390;2026-08-14\|38.00\|-1.66\|38.70\|38.72\|37.91\|136713;2026-08-17\|37.86\|-0.37\|37.94\|37.94\|37.60\|163207;2026-08-18\|37.65\|-0.55\|37.89\|38.13\|37.33\|189318;2026-08-19\|37.40\|-0.66\|37.51\|37.79\|37.33\|120321;2026-08-20\|35.86\|-4.12\|37.40\|37.45\|35.80\|245890;2026-08-21\|34.11\|-4.88\|35.51\|35.51\|34.00\|249470;2026-08-24\|34.15\|0.12\|33.80\|34.56\|33.76\|139028;2026-08-25\|34.80\|1.90\|34.64\|34.95\|34.40\|130326;2026-08-26\|34.37\|-1.24\|34.80\|34.82\|34.25\|107424;2026-08-27\|34.24\|-0.38\|34.20\|34.44\|33.58\|173766;2026-08-28\|34.34\|0.29\|34.03\|34.45\|34.01\|99194;2026-08-31\|33.83\|-1.49\|34.09\|34.19\|33.75\|102911;2026-09-01\|33.85\|0.06\|33.84\|34.00\|33.73\|79834;2026-09-02\|32.99\|-2.54\|33.72\|33.72\|32.99\|132556;2026-09-03\|33.09\|0.30\|33.29\|33.47\|33.00\|69904;2026-09-04\|34.07\|2.96\|33.10\|34.33\|33.10\|193097;2026-09-07\|33.89\|-0.53\|34.30\|34.30\|33.65\|117209;2026-09-08\|33.99\|0.30\|33.70\|34.06\|33.67\|80232;2026-09-09\|34.10\|0.32\|33.93\|34.18\|33.55\|83871;2026-09-10\|34.49\|1.14\|34.10\|34.70\|33.66\|133829;2026-09-11\|35.65\|3.36\|34.15\|36.04\|33.95\|283926
117609	其它归类	一体化油服+加拿大油气权益行业原因：国际油价拉升，布伦特原油期货涨超4%。据央视新闻，当地时间4月1日，美国总统特朗普在演讲中表示接下来几周将对伊朗进行更强火力打击。美国过去不需要霍尔木兹海峡，现在也不需要。公司原因： 1、据2025年5月23日互动易，公司2024年取得加拿大阿尔伯塔省和萨斯喀彻温省1510.038公顷油气权益，正推进勘探开发，向油气上游转型。 2、据2025年4月18日公告，公司是国内领先的油气资源开发综合服务商，具备钻井总承包、压裂、化工产品及配套检测维修一体化服务能力，与中石油、中石化、中海油长期合作。	国内领先的油气资源开发综合服务商，是民营企业中为数不多的能够为客户提供钻井总承包、压裂、化工产品销售及配套的检测、维修等一揽子技术服务的油服企业	2026-05-08\|11.67\|2.82\|11.40\|11.74\|11.40\|147289;2026-05-11\|11.62\|-0.43\|11.78\|11.84\|11.56\|98563;2026-05-12\|11.43\|-1.64\|11.60\|11.68\|11.37\|82458;2026-05-13\|11.46\|0.26\|11.52\|11.59\|11.37\|71118;2026-05-14\|11.22\|-2.09\|11.45\|11.46\|11.21\|79558;2026-05-15\|11.16\|-0.53\|11.22\|11.32\|11.03\|101694;2026-05-18\|11.47\|2.78\|11.31\|11.48\|11.13\|118763;2026-05-19\|11.22\|-2.18\|11.33\|11.36\|11.04\|118041;2026-05-20\|11.16\|-0.53\|11.18\|11.33\|11.08\|78879;2026-05-21\|10.44\|-6.45\|11.00\|11.01\|10.36\|140390;2026-05-22\|10.55\|1.05\|10.49\|10.60\|10.34\|89637;2026-05-25\|9.88\|-6.35\|10.29\|10.42\|9.76\|179856;2026-05-26\|9.79\|-0.91\|9.83\|9.92\|9.66\|105409;2026-05-27\|9.53\|-2.66\|9.79\|9.86\|9.44\|93683;2026-05-28\|9.68\|1.57\|9.53\|9.70\|9.45\|86325;2026-05-29\|9.40\|-2.89\|9.53\|9.62\|9.30\|81756;2026-06-01\|9.87\|5.00\|9.49\|9.91\|9.43\|104390;2026-06-02\|9.58\|-2.94\|9.94\|10.00\|9.53\|82759;2026-06-03\|9.64\|0.63\|9.63\|9.74\|9.33\|93789;2026-06-04\|9.18\|-4.77\|9.48\|9.50\|9.11\|98977;2026-06-05\|9.31\|1.42\|9.11\|9.38\|8.97\|96792;2026-06-08\|9.45\|1.50\|9.18\|9.76\|9.18\|147685;2026-06-09\|9.04\|-4.34\|9.17\|9.44\|8.92\|124779;2026-06-10\|8.93\|-1.22\|8.95\|9.13\|8.82\|89808;2026-06-11\|8.98\|0.56\|9.21\|9.29\|8.79\|114680;2026-06-12\|9.08\|1.11\|8.83\|9.22\|8.71\|120076;2026-06-15\|8.89\|-2.09\|9.08\|9.28\|8.85\|100191;2026-06-16\|8.88\|-0.11\|8.84\|8.95\|8.44\|149881;2026-06-17\|9.77\|10.02\|8.82\|9.77\|8.76\|221491;2026-06-18\|9.26\|-5.22\|9.89\|10.08\|8.95\|365545;2026-06-22\|9.91\|7.02\|9.21\|10.05\|9.05\|292485;2026-06-23\|10.10\|1.92\|9.84\|10.30\|9.73\|211888;2026-06-24\|9.66\|-4.36\|10.01\|10.34\|9.63\|151956;2026-06-25\|9.94\|2.90\|9.75\|9.99\|9.47\|143409;2026-06-26\|9.63\|-3.12\|9.95\|10.00\|9.41\|121967;2026-06-29\|10.59\|9.97\|9.69\|10.59\|9.69\|185669;2026-06-30\|10.57\|-0.19\|10.80\|11.19\|10.40\|268778;2026-07-01\|10.99\|3.97\|10.78\|11.24\|10.50\|230026;2026-07-02\|11.01\|0.18\|10.86\|11.30\|10.82\|134373;2026-07-03\|10.42\|-5.36\|11.07\|11.28\|10.32\|171286;2026-07-06\|11.46\|9.98\|11.29\|11.46\|10.52\|201635;2026-07-07\|11.87\|3.58\|11.60\|12.34\|11.36\|419736;2026-07-08\|12.42\|4.63\|12.12\|12.77\|11.60\|377218;2026-07-09\|12.25\|-1.37\|12.33\|12.47\|11.92\|317755;2026-07-10\|13.48\|10.04\|11.49\|13.48\|11.49\|455024;2026-07-13\|13.01\|-3.49\|13.58\|14.20\|12.73\|365368;2026-07-14\|12.39\|-4.77\|13.13\|13.17\|12.00\|377304;2026-07-15\|12.19\|-1.61\|11.72\|12.75\|11.63\|315465;2026-07-16\|12.39\|1.64\|12.30\|12.56\|11.92\|207671;2026-07-17\|11.89\|-4.04\|12.22\|12.75\|11.82\|197697;2026-07-20\|11.79\|-0.84\|12.10\|12.22\|10.70\|378696;2026-07-21\|11.66\|-1.10\|11.55\|11.84\|10.78\|263239;2026-07-22\|11.66\|0.00\|11.95\|12.09\|11.48\|193045;2026-07-23\|12.30\|5.49\|11.49\|12.45\|11.45\|197092;2026-07-24\|12.43\|1.06\|12.21\|12.74\|11.67\|330065;2026-08-03\|11.79\|-5.15\|13.67\|13.67\|11.19\|435279;2026-08-04\|12.07\|2.37\|11.66\|12.28\|11.46\|331886;2026-08-05\|12.40\|2.73\|11.77\|12.51\|11.77\|266055;2026-08-06\|11.97\|-3.47\|12.42\|12.52\|11.87\|208512;2026-08-07\|11.70\|-2.26\|11.99\|12.21\|11.41\|262513;2026-08-10\|12.87\|10.00\|11.54\|12.87\|11.54\|250906;2026-08-11\|12.89\|0.16\|13.51\|14.00\|12.78\|503636;2026-08-12\|12.47\|-3.26\|12.83\|12.93\|12.43\|325020;2026-08-13\|12.04\|-3.45\|12.42\|12.43\|11.88\|222596;2026-08-14\|11.78\|-2.16\|11.97\|11.97\|11.24\|219717;2026-08-17\|12.20\|3.57\|11.77\|12.59\|11.57\|265459;2026-08-18\|12.21\|0.08\|12.26\|12.36\|12.00\|147545;2026-08-19\|11.71\|-4.09\|12.07\|12.32\|11.64\|127853;2026-08-20\|12.05\|2.90\|11.68\|12.12\|11.53\|138244;2026-08-21\|12.08\|0.25\|12.04\|12.78\|11.90\|192956;2026-08-24\|12.26\|1.49\|12.05\|12.29\|11.74\|157670;2026-08-25\|12.25\|-0.08\|12.18\|12.39\|12.01\|130012;2026-08-26\|12.15\|-0.82\|11.71\|12.20\|11.65\|121340;2026-08-27\|12.40\|2.06\|12.17\|12.48\|12.15\|145797;2026-08-28\|12.65\|2.02\|12.46\|13.09\|12.46\|187336;2026-08-31\|12.39\|-2.06\|12.89\|12.90\|12.21\|143200;2026-09-01\|12.51\|0.97\|12.43\|12.59\|12.30\|123264;2026-09-02\|12.24\|-2.16\|12.57\|12.95\|11.96\|305090;2026-09-03\|12.14\|-0.82\|12.05\|12.26\|11.80\|205865;2026-09-04\|11.93\|-1.73\|12.12\|12.26\|11.89\|124392;2026-09-07\|12.07\|1.17\|11.99\|12.34\|11.91\|131458;2026-09-08\|12.50\|3.56\|12.16\|12.52\|12.09\|221280;2026-09-09\|12.12\|-3.04\|12.50\|12.50\|11.95\|165738;2026-09-10\|11.75\|-3.05\|12.39\|12.43\|11.69\|147235;2026-09-11\|11.09\|-5.62\|11.80\|11.90\|11.03\|164078
117608		涨停揭秘：算力服务网关平台适配多源异构算力，叠加策略手游产品线稳定贡献现金流；涨停缘由：自研算力服务网关平台实现跨平台、跨集群算力高效调度，契合AI基建底层需求；游戏业务提供稳定现金流支撑技术研发投入；资金逻辑：资金关注兼具AI基础设施属性与业绩确定性的中小市值标的，游资主导短线炒作；风险提示：算力平台商业化规模尚小，游戏业务面临用户增长瓶颈	公司游戏主要为策略类手机游戏等；自主研发的算力服务网关平台，以统一适配标准、异构数据纳管、统一度量服务和可视化管理为核心，构建了一个从连接到赋能的强大服务闭环，实现算力跨平台、跨集群的高效运营和智能调度	2026-05-08\|10.15\|1.91\|9.92\|10.23\|9.88\|520902;2026-05-11\|10.02\|-1.28\|10.12\|10.18\|9.95\|484481;2026-05-12\|9.84\|-1.80\|10.00\|10.00\|9.77\|355261;2026-05-13\|9.88\|0.41\|9.82\|9.95\|9.75\|344426;2026-05-14\|9.53\|-3.54\|9.93\|10.07\|9.51\|439058;2026-05-15\|9.47\|-0.63\|9.52\|9.74\|9.40\|375460;2026-05-18\|9.41\|-0.63\|9.44\|9.54\|9.35\|346257;2026-05-19\|9.65\|2.55\|9.43\|9.65\|9.36\|380882;2026-05-20\|9.32\|-3.42\|9.60\|9.60\|9.30\|362471;2026-05-21\|9.02\|-3.22\|9.35\|9.50\|9.02\|404783;2026-05-22\|8.99\|-0.33\|9.08\|9.14\|8.97\|320441;2026-05-25\|8.63\|-4.00\|8.99\|9.05\|8.51\|665065;2026-05-26\|8.39\|-2.78\|8.60\|8.67\|8.28\|428486;2026-05-27\|8.15\|-2.86\|8.39\|8.51\|8.11\|439670;2026-05-28\|8.13\|-0.25\|8.08\|8.19\|7.90\|431161;2026-05-29\|7.90\|-2.83\|8.10\|8.19\|7.88\|407030;2026-06-01\|8.10\|2.53\|7.85\|8.22\|7.84\|399193;2026-06-02\|8.00\|-1.23\|8.13\|8.16\|7.90\|325328;2026-06-03\|7.82\|-2.25\|7.95\|8.03\|7.80\|342596;2026-06-04\|7.68\|-1.79\|7.83\|7.85\|7.58\|339115;2026-06-05\|7.77\|1.17\|7.70\|7.94\|7.60\|432574;2026-06-08\|7.54\|-2.96\|7.60\|7.80\|7.46\|404532;2026-06-09\|7.64\|1.33\|7.59\|7.71\|7.50\|296450;2026-06-10\|7.52\|-1.57\|7.59\|7.70\|7.46\|326110;2026-06-11\|7.11\|-5.45\|7.41\|7.50\|7.07\|622100;2026-06-12\|7.27\|2.25\|7.26\|7.34\|7.07\|856673;2026-06-15\|7.52\|3.44\|7.31\|7.57\|7.31\|549949;2026-06-16\|7.56\|0.53\|7.47\|7.65\|7.38\|456299;2026-06-17\|7.33\|-2.27\|7.46\|7.50\|7.29\|359918;2026-06-18\|7.28\|-0.68\|7.33\|7.42\|7.19\|380944;2026-06-22\|7.56\|3.85\|7.18\|7.59\|7.15\|583865;2026-06-23\|7.34\|-2.91\|7.52\|7.64\|7.28\|462152;2026-06-24\|7.26\|-1.09\|7.33\|7.47\|7.14\|426127;2026-06-25\|7.32\|0.83\|7.22\|7.48\|7.20\|543605;2026-06-26\|7.01\|-4.24\|7.21\|7.26\|6.83\|661613;2026-06-29\|7.90\|12.70\|7.30\|8.23\|7.29\|1455789;2026-06-30\|7.81\|-1.14\|7.95\|7.95\|7.53\|889404;2026-07-01\|7.87\|0.77\|7.95\|7.99\|7.67\|772756;2026-07-02\|7.83\|-0.51\|7.86\|8.06\|7.80\|845250;2026-07-03\|7.65\|-2.30\|7.81\|7.89\|7.62\|636143;2026-07-06\|7.65\|0.00\|7.63\|7.74\|7.60\|397104;2026-07-07\|7.84\|2.48\|7.61\|8.01\|7.60\|884555;2026-07-08\|8.09\|3.19\|7.77\|8.09\|7.53\|934242;2026-07-09\|8.49\|4.94\|7.98\|8.49\|7.90\|1206855;2026-07-10\|8.40\|-1.06\|8.35\|8.62\|8.16\|1155607;2026-07-13\|8.04\|-4.29\|8.32\|8.50\|8.04\|808972;2026-07-14\|7.90\|-1.74\|8.00\|8.05\|7.70\|663840;2026-07-15\|8.17\|3.42\|7.83\|8.28\|7.78\|677519;2026-07-16\|8.14\|-0.37\|8.14\|8.30\|7.98\|620736;2026-07-17\|7.87\|-3.32\|8.08\|8.25\|7.85\|607964;2026-07-20\|8.19\|4.07\|7.87\|8.23\|7.81\|638962;2026-07-21\|8.38\|2.32\|8.14\|8.63\|8.12\|955836;2026-07-22\|8.07\|-3.70\|8.30\|8.30\|8.05\|669904;2026-07-23\|8.06\|-0.12\|8.05\|8.09\|7.81\|514752;2026-07-24\|7.59\|-5.83\|7.96\|7.96\|7.56\|535341;2026-07-27\|7.75\|2.11\|7.56\|7.80\|7.50\|375566;2026-07-28\|7.87\|1.55\|7.68\|7.95\|7.65\|438972;2026-07-29\|8.27\|5.08\|7.90\|8.34\|7.88\|860454;2026-07-30\|8.17\|-1.21\|8.21\|8.56\|8.16\|690708;2026-07-31\|8.56\|4.77\|8.11\|8.72\|8.11\|1008802;2026-08-03\|8.59\|0.35\|8.56\|8.88\|8.51\|787318;2026-08-04\|8.78\|2.21\|8.61\|8.84\|8.56\|731369;2026-08-05\|8.89\|1.25\|8.79\|9.06\|8.68\|805070;2026-08-06\|8.59\|-3.37\|8.75\|8.96\|8.55\|761976;2026-08-07\|8.52\|-0.81\|8.59\|8.61\|8.34\|545662;2026-08-10\|8.59\|0.82\|8.55\|8.61\|8.41\|384621;2026-08-11\|8.43\|-1.86\|8.56\|8.62\|8.42\|393120;2026-08-12\|8.47\|0.47\|8.43\|8.52\|8.41\|258172;2026-08-13\|8.32\|-1.77\|8.48\|8.62\|8.31\|503615;2026-08-14\|8.42\|1.20\|8.31\|8.48\|8.19\|500304;2026-08-17\|8.28\|-1.66\|8.42\|8.43\|8.20\|401527;2026-08-18\|8.17\|-1.33\|8.25\|8.25\|8.10\|333626;2026-08-19\|7.96\|-2.57\|8.15\|8.17\|7.93\|374059;2026-08-20\|8.04\|1.00\|8.03\|8.11\|8.00\|232989;2026-08-21\|7.95\|-1.12\|8.01\|8.03\|7.92\|229713;2026-08-24\|7.86\|-1.13\|7.97\|7.98\|7.82\|248426;2026-08-25\|7.95\|1.15\|7.85\|7.98\|7.81\|196112;2026-08-26\|7.96\|0.13\|7.94\|8.06\|7.92\|259618;2026-08-27\|7.98\|0.25\|7.93\|7.98\|7.87\|251185;2026-08-28\|8.03\|0.63\|8.00\|8.15\|8.00\|287822;2026-08-31\|8.21\|2.24\|7.98\|8.23\|7.97\|356182;2026-09-01\|8.26\|0.61\|8.21\|8.36\|8.15\|352500;2026-09-02\|8.13\|-1.57\|8.20\|8.28\|8.12\|269427;2026-09-03\|8.17\|0.49\|8.19\|8.31\|8.15\|293660;2026-09-04\|8.29\|1.47\|8.18\|8.44\|8.18\|472622;2026-09-07\|8.35\|0.72\|8.24\|8.45\|8.24\|400679;2026-09-08\|8.45\|1.20\|8.33\|8.54\|8.25\|467899;2026-09-09\|8.26\|-2.25\|8.42\|8.43\|8.21\|335294;2026-09-10\|8.18\|-0.97\|8.24\|8.24\|8.13\|194082;2026-09-11\|8.10\|-0.98\|8.16\|8.20\|8.05\|269134
117607		异环首日流水过亿+AI游戏+电子竞技行业原因： 1、据浙商证券5月7日研报，2026Q1端游收入同比增39.38%、出海收入同比增31.76%，业绩兑现超预期。 2、广发证券5月5日研报指出，版号稳定发放、新品密集上线，行业供需改善带动盈利持续修复。公司原因： 1、据2026年4月30日机构调研纪要，《异环》国服4月23日、海外180国4月29日同步上线，全球首日流水超1亿元，次日/3日/7日留存显著优于《幻塔》同期。 2、据2025年8月27日半年报，公司已将AI工具全面融入研发管线，与英伟达、微软合作推进AI+游戏落地，用于NPC交互、剧情生成及画面渲染。 3、据2026年4月29日互动易，公司将于5月在上海举办世界级赛事CAC 2026，8月继续承办DOTA2国际邀请赛TI2026，电竞生态持续升温。	公司游戏新品《异环》反响热烈	2026-05-08\|17.55\|10.03\|17.49\|17.55\|17.49\|383290;2026-05-11\|16.82\|-4.16\|18.00\|18.00\|16.73\|1571497;2026-05-12\|16.85\|0.18\|16.79\|17.37\|16.37\|1022017;2026-05-13\|16.96\|0.65\|16.61\|17.10\|16.60\|600961;2026-05-14\|16.35\|-3.60\|17.79\|17.85\|16.32\|914323;2026-05-15\|16.00\|-2.14\|16.11\|16.39\|15.71\|692292;2026-05-18\|15.43\|-3.56\|15.62\|15.80\|15.28\|655865;2026-05-19\|15.26\|-1.10\|15.44\|15.72\|15.05\|592553;2026-05-20\|14.77\|-3.21\|15.11\|15.18\|14.67\|614847;2026-05-21\|14.28\|-3.32\|14.94\|15.04\|14.23\|644947;2026-05-22\|14.52\|1.68\|14.41\|14.62\|14.13\|524211;2026-05-25\|14.11\|-2.82\|14.63\|14.73\|14.04\|506058;2026-05-26\|14.28\|1.20\|14.06\|14.42\|13.84\|492560;2026-05-27\|13.91\|-2.59\|14.21\|14.44\|13.87\|451314;2026-05-28\|14.28\|2.66\|14.19\|14.45\|13.72\|651939;2026-05-29\|14.01\|-1.89\|14.61\|14.88\|13.95\|670248;2026-06-01\|13.95\|-0.43\|13.88\|14.30\|13.77\|584583;2026-06-02\|13.32\|-4.52\|13.85\|13.95\|13.13\|819343;2026-06-03\|13.36\|0.30\|13.15\|13.68\|12.91\|562270;2026-06-04\|13.92\|6.83\|13.30\|14.14\|13.03\|1051362;2026-06-05\|13.96\|0.29\|13.93\|14.56\|13.86\|1031475;2026-06-08\|14.30\|2.44\|13.79\|14.66\|13.66\|1085966;2026-06-09\|14.34\|0.28\|14.56\|14.80\|14.02\|972463;2026-06-10\|13.94\|-2.79\|14.10\|14.34\|13.71\|702940;2026-06-11\|13.21\|-5.24\|13.75\|13.88\|13.12\|713122;2026-06-12\|13.25\|0.30\|13.47\|13.65\|13.02\|902197;2026-06-15\|13.21\|-0.30\|13.15\|13.40\|12.96\|761429;2026-06-16\|13.32\|0.83\|13.15\|13.74\|13.04\|766272;2026-06-17\|12.71\|-4.58\|13.12\|13.14\|12.66\|779796;2026-06-18\|12.00\|-5.59\|12.52\|12.80\|11.96\|1144809;2026-06-22\|12.07\|0.58\|11.79\|12.09\|11.58\|938818;2026-06-23\|11.45\|-5.14\|11.96\|12.01\|11.37\|804175;2026-06-24\|11.43\|-0.17\|11.40\|11.87\|11.26\|783756;2026-06-25\|11.92\|4.29\|11.43\|12.54\|11.36\|1401437;2026-06-26\|11.54\|-3.19\|11.70\|12.19\|11.08\|1060664;2026-06-29\|12.69\|9.97\|11.81\|12.69\|11.81\|1098933;2026-06-30\|12.42\|-2.13\|12.46\|12.59\|11.95\|1278681;2026-07-01\|12.56\|1.13\|12.45\|12.97\|12.02\|1136586;2026-07-02\|12.33\|-1.83\|12.68\|12.87\|12.27\|1184669;2026-07-03\|11.62\|-5.76\|11.97\|12.13\|11.58\|1181855;2026-07-06\|11.60\|-0.17\|11.60\|12.04\|11.35\|790195;2026-07-07\|11.77\|1.47\|11.48\|12.50\|11.33\|1313361;2026-07-08\|11.19\|-4.93\|11.73\|11.77\|11.11\|868050;2026-07-09\|11.03\|-1.43\|10.99\|11.29\|10.75\|770063;2026-07-10\|11.38\|3.17\|10.89\|11.70\|10.72\|1177905;2026-07-13\|10.48\|-7.91\|11.25\|11.30\|10.41\|1013204;2026-07-14\|10.60\|1.15\|10.49\|10.68\|10.28\|608334;2026-07-15\|11.24\|6.04\|10.59\|11.54\|10.39\|1220043;2026-07-16\|11.19\|-0.44\|11.18\|11.45\|10.95\|707558;2026-07-17\|10.55\|-5.72\|11.08\|11.23\|10.52\|692855;2026-07-20\|10.58\|0.28\|10.66\|10.78\|10.26\|644822;2026-07-21\|10.75\|1.61\|10.50\|10.82\|10.43\|630587;2026-07-22\|10.25\|-4.65\|10.60\|10.72\|10.21\|775817;2026-07-23\|10.22\|-0.29\|10.15\|10.23\|9.94\|625029;2026-07-24\|9.61\|-5.97\|9.98\|10.07\|9.60\|738783;2026-07-27\|10.09\|4.99\|9.59\|10.11\|9.54\|764094;2026-07-28\|9.97\|-1.19\|9.99\|10.15\|9.93\|368519;2026-07-29\|10.40\|4.31\|9.97\|10.59\|9.92\|829142;2026-07-30\|10.31\|-0.87\|10.31\|10.80\|10.29\|725324;2026-07-31\|10.97\|6.40\|10.20\|11.15\|10.18\|1061770;2026-08-03\|11.29\|2.92\|10.99\|11.64\|10.97\|877067;2026-08-04\|11.53\|2.13\|11.29\|11.65\|11.21\|663812;2026-08-05\|11.54\|0.09\|11.48\|11.80\|11.43\|631176;2026-08-06\|11.27\|-2.34\|11.50\|11.73\|11.18\|602043;2026-08-07\|11.49\|1.95\|11.25\|11.49\|11.07\|519408;2026-08-10\|11.73\|2.09\|11.52\|11.76\|11.30\|475048;2026-08-11\|11.67\|-0.51\|11.73\|12.00\|11.62\|478839;2026-08-12\|11.93\|2.23\|11.65\|11.95\|11.59\|431211;2026-08-13\|11.76\|-1.43\|11.96\|12.02\|11.68\|542238;2026-08-14\|11.66\|-0.85\|11.58\|11.84\|11.23\|718410;2026-08-17\|11.43\|-1.97\|11.60\|11.60\|11.25\|475517;2026-08-18\|11.41\|-0.17\|11.38\|11.45\|11.22\|332371;2026-08-19\|11.08\|-2.89\|11.32\|11.44\|11.03\|357610;2026-08-20\|11.15\|0.63\|11.29\|11.36\|10.97\|422952;2026-08-21\|10.88\|-2.42\|11.08\|11.08\|10.80\|382048;2026-08-24\|10.82\|-0.55\|10.93\|11.01\|10.70\|330654;2026-08-25\|10.97\|1.39\|10.75\|11.02\|10.63\|291197;2026-08-26\|10.91\|-0.55\|10.98\|11.09\|10.87\|264391;2026-08-27\|10.89\|-0.18\|10.94\|10.95\|10.75\|298449;2026-08-28\|10.89\|0.00\|10.84\|10.96\|10.75\|287763;2026-08-31\|10.94\|0.46\|10.80\|11.01\|10.70\|413385;2026-09-01\|10.98\|0.37\|11.05\|11.20\|10.86\|431747;2026-09-02\|10.81\|-1.55\|10.82\|11.06\|10.72\|352991;2026-09-03\|10.80\|-0.09\|10.81\|11.25\|10.71\|549900;2026-09-04\|11.16\|3.33\|10.76\|11.32\|10.76\|817736;2026-09-07\|11.48\|2.87\|11.40\|11.88\|11.30\|1005386;2026-09-08\|11.51\|0.26\|11.55\|11.79\|11.23\|564720;2026-09-09\|10.85\|-5.73\|11.40\|11.54\|10.83\|682442;2026-09-10\|10.54\|-2.86\|10.76\|10.79\|10.40\|494838;2026-09-11\|10.34\|-1.90\|10.51\|10.53\|10.20\|376001
117606	中国电信高性能服务器2026-2027年集采项目评审结果出炉	燃气轮机+液冷+精密零部件+年报增长行业原因：据央视财经4月7日报道，液冷系统也正成为新一代数据中心的关键基础设施。在需求激增之下，多家生产企业处于满负荷生产状态，并在不断扩充产能。有企业表示，今年第一季度，公司液冷产品产量已超去年半年水平，客户数量较去年同期实现数倍增长。公司原因： 1、据2026年3月31日-4月3日投资者关系活动记录表，公司压缩机零部件已批量应用于数据中心冷水机组、液冷设备及间接蒸发冷却系统，直接受益AI算力需求爆发。 2、据2026年3月31日-4月3日投资者关系活动记录表，公司燃气轮机核心零部件已实现向国际头部品牌商批量供货，并同步推进墨西哥工厂建设，预计2026年第二季度投产，强化北美AIDC供应链布局。 3、据2026年3月31日发布的2025年年度报告，公司2025年营收12.54亿元、净利2.28亿元，同比分别增长14.19%、21.46%，盈利拐点确认；同时拟每10股派3.5元，分红率36.97%，现金流稳健。	公司燃气轮机零部件产品已向数据中心客户小批量供货	2026-05-08\|65.05\|1.40\|64.00\|65.70\|61.73\|113665;2026-05-11\|62.93\|-3.26\|64.89\|64.91\|61.06\|101770;2026-05-12\|63.30\|0.59\|62.91\|63.80\|61.20\|76247;2026-05-13\|65.76\|3.89\|62.50\|67.92\|61.75\|120549;2026-05-14\|59.18\|-10.01\|65.10\|65.61\|59.18\|122517;2026-05-15\|56.76\|-4.09\|57.57\|58.79\|56.05\|84191;2026-05-18\|56.05\|-1.25\|55.32\|57.34\|55.12\|62963;2026-05-19\|56.42\|0.66\|55.85\|56.68\|54.30\|50400;2026-05-20\|55.89\|-0.94\|56.42\|56.58\|53.64\|64790;2026-05-21\|53.95\|-3.47\|55.80\|57.85\|53.40\|57244;2026-05-22\|54.15\|0.37\|54.23\|55.10\|52.59\|47885;2026-05-25\|55.39\|2.29\|55.50\|56.07\|53.53\|47874;2026-05-26\|53.90\|-2.69\|55.56\|55.60\|52.29\|49285;2026-05-27\|52.99\|-1.69\|53.98\|55.42\|52.33\|46443;2026-05-28\|53.36\|0.70\|52.99\|53.85\|51.60\|46505;2026-05-29\|49.87\|-6.54\|53.53\|53.88\|49.40\|62743;2026-06-01\|49.52\|-0.70\|50.33\|51.65\|49.00\|59447;2026-06-02\|48.15\|-2.77\|49.55\|49.59\|46.96\|65775;2026-06-03\|47.67\|-1.00\|48.49\|49.36\|46.97\|47059;2026-06-04\|52.44\|10.01\|47.47\|52.44\|47.12\|69375;2026-06-05\|49.80\|-5.03\|52.17\|52.43\|49.58\|76660;2026-06-08\|47.20\|-5.22\|47.75\|49.55\|46.68\|53238;2026-06-09\|50.05\|6.04\|47.92\|50.78\|47.54\|68506;2026-06-10\|47.10\|-5.89\|49.38\|49.89\|46.52\|68062;2026-06-11\|46.73\|-0.79\|46.96\|48.15\|46.28\|37519;2026-06-12\|48.15\|3.04\|48.13\|49.56\|47.61\|50944;2026-06-15\|50.00\|3.84\|49.11\|50.77\|47.75\|60846;2026-06-16\|51.59\|3.18\|49.93\|52.40\|49.93\|54388;2026-06-17\|50.52\|-2.07\|51.50\|52.18\|50.01\|49617;2026-06-18\|52.73\|4.37\|51.30\|54.80\|50.70\|81730;2026-06-22\|53.50\|1.46\|53.19\|55.14\|52.15\|61421;2026-06-23\|52.11\|-2.60\|54.79\|55.15\|51.89\|51297;2026-06-24\|50.27\|-3.53\|51.85\|51.85\|49.21\|57093;2026-06-25\|48.92\|-2.69\|50.00\|50.68\|48.59\|55795;2026-06-26\|48.73\|-0.39\|50.00\|52.35\|48.59\|61980;2026-06-29\|53.60\|9.99\|48.78\|53.60\|48.78\|125592;2026-06-30\|56.74\|5.86\|54.56\|57.62\|52.86\|146519;2026-07-01\|57.17\|0.76\|56.85\|57.55\|55.81\|77104;2026-07-02\|51.45\|-10.01\|57.17\|57.17\|51.45\|70526;2026-07-03\|52.64\|2.31\|51.00\|54.57\|49.51\|67137;2026-07-06\|57.52\|10.00\|53.16\|57.52\|52.80\|82972;2026-07-07\|55.80\|-2.99\|59.11\|59.98\|55.08\|133527;2026-07-08\|53.31\|-4.46\|55.78\|56.70\|52.23\|86216;2026-07-09\|52.55\|-1.43\|53.52\|54.30\|48.88\|74072;2026-07-10\|49.20\|-6.37\|52.26\|53.43\|49.08\|61937;2026-07-13\|44.28\|-10.00\|49.56\|49.70\|44.28\|56916;2026-07-14\|45.40\|2.53\|43.18\|45.41\|42.66\|52199;2026-07-15\|44.36\|-2.29\|45.08\|46.56\|43.80\|38066;2026-07-16\|41.89\|-5.57\|43.68\|44.04\|41.45\|40828;2026-07-17\|37.70\|-10.00\|41.55\|41.89\|37.70\|49311;2026-07-20\|35.53\|-5.76\|37.37\|38.67\|34.29\|71242;2026-07-21\|36.96\|4.02\|35.42\|37.58\|32.00\|67189;2026-07-22\|35.89\|-2.90\|37.00\|37.50\|35.43\|43275;2026-07-23\|38.06\|6.05\|37.80\|38.60\|36.45\|65890;2026-07-24\|37.34\|-1.89\|36.99\|38.40\|36.43\|43080;2026-07-27\|39.01\|4.47\|37.16\|39.44\|36.85\|47785;2026-07-28\|35.93\|-7.90\|38.95\|38.95\|35.73\|40165;2026-07-29\|37.02\|3.03\|35.14\|37.73\|34.70\|51690;2026-07-30\|34.00\|-8.16\|36.92\|36.95\|33.66\|58166;2026-07-31\|36.00\|5.88\|35.50\|37.30\|35.16\|55323;2026-08-03\|35.00\|-2.78\|36.00\|36.33\|34.38\|42930;2026-08-04\|37.68\|7.66\|34.87\|38.15\|34.68\|57167;2026-08-05\|40.18\|6.63\|38.00\|40.56\|37.43\|56105;2026-08-06\|40.20\|0.05\|39.90\|40.97\|39.30\|42615;2026-08-07\|42.25\|5.10\|40.02\|42.36\|39.95\|48855;2026-08-10\|42.26\|0.02\|42.57\|42.95\|41.41\|34198;2026-08-11\|41.85\|-0.97\|42.20\|42.79\|41.02\|26944;2026-08-12\|44.43\|6.16\|41.97\|45.19\|41.57\|43077;2026-08-13\|44.49\|0.14\|44.67\|47.32\|44.30\|54831;2026-08-14\|43.69\|-1.80\|44.36\|44.81\|43.02\|30527;2026-08-17\|48.06\|10.00\|43.82\|48.06\|43.72\|47999;2026-08-18\|46.38\|-3.50\|48.06\|48.06\|46.02\|60689;2026-08-19\|42.38\|-8.62\|44.80\|45.81\|41.88\|57262;2026-08-20\|42.48\|0.24\|43.38\|43.50\|42.00\|39005;2026-08-21\|42.73\|0.59\|41.30\|44.48\|41.30\|45821;2026-08-24\|42.19\|-1.26\|42.48\|43.27\|40.36\|43871;2026-08-25\|42.38\|0.45\|41.74\|43.30\|40.79\|41405;2026-08-26\|42.45\|0.17\|42.38\|43.03\|41.22\|33527;2026-08-27\|43.80\|3.18\|42.85\|44.22\|41.71\|45192;2026-08-28\|42.31\|-3.40\|43.22\|44.10\|42.30\|27657;2026-08-31\|43.65\|3.17\|41.77\|43.77\|41.28\|49349;2026-09-01\|41.52\|-4.88\|43.65\|43.65\|41.36\|35239;2026-09-02\|40.70\|-1.98\|41.00\|41.33\|40.18\|33814;2026-09-03\|41.61\|2.24\|40.76\|42.48\|40.70\|29697;2026-09-04\|40.98\|-1.51\|41.74\|43.54\|40.53\|31854;2026-09-07\|40.27\|-1.73\|40.77\|41.23\|40.05\|33187;2026-09-08\|40.01\|-0.65\|40.50\|40.96\|39.78\|35734;2026-09-09\|40.49\|1.20\|40.55\|41.38\|40.00\|26635;2026-09-10\|39.21\|-3.16\|40.23\|40.23\|38.99\|24259;2026-09-11\|38.20\|-2.58\|38.80\|38.80\|36.98\|39845
117605	中国电信高性能服务器2026-2027年集采项目评审结果出炉	柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-05-08\|68.50\|7.37\|66.20\|70.00\|62.05\|180275;2026-05-11\|70.05\|2.26\|68.50\|70.86\|65.11\|164600;2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969;2026-07-13\|64.35\|-10.00\|70.21\|72.02\|64.35\|88820;2026-07-14\|65.04\|1.07\|65.64\|66.35\|62.13\|60331;2026-07-15\|63.13\|-2.94\|67.34\|68.50\|62.49\|62982;2026-07-16\|67.52\|6.95\|62.34\|69.44\|61.24\|127116;2026-07-17\|61.90\|-8.32\|68.62\|70.90\|61.80\|145036;2026-07-20\|57.10\|-7.75\|63.75\|66.66\|55.91\|112580;2026-07-21\|62.81\|10.00\|57.56\|62.81\|51.41\|118807;2026-07-22\|60.43\|-3.79\|61.62\|62.50\|59.67\|79278;2026-07-23\|62.45\|3.34\|63.43\|66.20\|61.68\|98352;2026-07-24\|59.80\|-4.24\|61.50\|62.12\|59.10\|56582;2026-07-27\|64.88\|8.49\|60.30\|65.50\|59.00\|80116;2026-07-28\|58.39\|-10.00\|62.80\|64.43\|58.39\|64339;2026-07-29\|52.78\|-9.61\|58.39\|58.39\|52.55\|126155;2026-07-30\|48.12\|-8.83\|53.53\|53.88\|47.60\|94921;2026-07-31\|50.60\|5.15\|52.93\|52.93\|50.50\|128804;2026-08-03\|48.30\|-4.55\|49.67\|50.78\|46.89\|79800;2026-08-04\|52.71\|9.13\|48.75\|53.13\|47.69\|92243;2026-08-05\|57.61\|9.30\|51.51\|57.98\|51.51\|103294;2026-08-06\|57.59\|-0.03\|56.88\|58.50\|55.47\|61050;2026-08-07\|58.60\|1.75\|57.61\|59.50\|56.23\|80673;2026-08-10\|60.96\|4.03\|60.00\|63.36\|59.60\|102392;2026-08-11\|57.27\|-6.05\|60.17\|60.85\|57.01\|85069;2026-08-12\|57.72\|0.79\|56.33\|58.94\|56.10\|50640;2026-08-13\|59.15\|2.48\|58.40\|62.50\|57.90\|90300;2026-08-14\|62.10\|4.99\|59.66\|63.25\|58.26\|79861;2026-08-17\|66.36\|6.86\|61.88\|66.43\|60.62\|122600;2026-08-18\|63.92\|-3.68\|66.06\|66.60\|63.02\|70067;2026-08-19\|57.82\|-9.54\|61.47\|62.94\|57.53\|91614;2026-08-20\|57.04\|-1.35\|58.29\|59.50\|56.56\|69076;2026-08-21\|60.02\|5.22\|57.03\|60.98\|56.24\|66063;2026-08-24\|61.10\|1.80\|60.44\|64.00\|59.00\|82613;2026-08-25\|64.93\|6.27\|60.00\|65.56\|59.01\|94413;2026-08-26\|65.54\|0.94\|65.67\|68.17\|62.00\|106815;2026-08-27\|65.13\|-0.63\|64.60\|68.36\|62.55\|126333;2026-08-28\|59.85\|-8.11\|64.81\|64.99\|59.75\|118934;2026-08-31\|65.84\|10.01\|58.61\|65.84\|57.63\|114341;2026-09-01\|63.89\|-2.96\|68.27\|68.35\|63.61\|88721;2026-09-02\|66.15\|3.54\|63.88\|68.60\|62.80\|104943;2026-09-03\|66.30\|0.23\|66.50\|68.00\|64.52\|66507;2026-09-04\|65.14\|-1.75\|66.95\|69.20\|64.44\|87780;2026-09-07\|64.37\|-1.18\|66.30\|67.78\|62.81\|71550;2026-09-08\|61.95\|-3.76\|64.38\|65.00\|59.89\|130150;2026-09-09\|61.28\|-1.08\|61.34\|64.06\|60.10\|74328;2026-09-10\|56.46\|-7.87\|60.44\|60.66\|56.37\|81991;2026-09-11\|54.88\|-2.80\|56.48\|56.48\|52.95\|69889
117604	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：与宁德时代签订200GWh长期采购协议，叠加宁德时代年报净利润大增强化产业链信心；涨停缘由：战略合作协议落地+下游龙头业绩超预期+新型储能装机加速推进+锂电池板块情绪回暖；资金逻辑：机构资金借势加仓，融资余额阶段性回升，板块内资金向具备明确订单支撑的二线标的轮动；风险提示：公司尚未披露2025年完整年报，盈利可持续性待验证，且客户集中度高带来议价能力风险	公司与宁德时代正式签订《战略合作协议》，2026年至2028年承诺采购电量累计不低于200GWh，宁德时代确保按需供应；Q1净利同比增117%	2026-05-08\|257.88\|-1.65\|263.00\|269.18\|257.00\|56798;2026-05-11\|268.50\|4.12\|250.90\|270.00\|250.00\|88417;2026-05-12\|255.30\|-4.92\|268.60\|269.67\|253.28\|67121;2026-05-13\|258.40\|1.21\|255.99\|264.94\|255.30\|56570;2026-05-14\|245.99\|-4.80\|258.50\|261.98\|245.99\|64961;2026-05-15\|254.35\|3.40\|245.99\|263.27\|239.00\|85180;2026-05-18\|259.05\|1.85\|251.00\|266.88\|247.10\|60122;2026-05-19\|254.63\|-1.71\|256.60\|264.94\|253.02\|48195;2026-05-20\|265.19\|4.15\|252.68\|267.50\|252.22\|83196;2026-05-21\|249.41\|-5.95\|268.00\|268.20\|248.88\|72101;2026-05-22\|252.16\|1.10\|252.00\|259.20\|248.10\|53484;2026-05-25\|272.91\|8.23\|254.00\|278.89\|254.00\|110975;2026-05-26\|283.93\|4.04\|275.00\|288.88\|268.00\|121322;2026-05-27\|276.61\|-2.58\|280.20\|299.88\|273.00\|106787;2026-05-28\|297.25\|7.46\|281.61\|299.99\|272.28\|121115;2026-05-29\|276.00\|-7.15\|297.30\|298.00\|271.80\|95648;2026-06-01\|293.04\|6.17\|280.41\|309.17\|276.50\|120956;2026-06-02\|300.76\|2.63\|300.00\|305.53\|289.60\|92460;2026-06-03\|284.49\|-4.91\|295.00\|296.00\|280.99\|78835;2026-06-04\|274.90\|-3.37\|283.00\|287.86\|274.00\|62743;2026-06-05\|260.01\|-5.42\|278.06\|278.46\|258.97\|71710;2026-06-08\|247.10\|-4.97\|250.01\|255.60\|243.34\|46707;2026-06-09\|252.00\|1.98\|251.89\|258.80\|248.09\|47660;2026-06-10\|241.90\|-4.01\|247.14\|248.60\|236.93\|47882;2026-06-11\|241.30\|-0.25\|240.00\|244.99\|234.00\|43614;2026-06-12\|264.66\|9.68\|244.14\|272.49\|244.14\|99107;2026-06-15\|260.00\|-1.76\|263.99\|270.00\|256.04\|64051;2026-06-16\|264.00\|1.54\|264.00\|266.88\|257.00\|49454;2026-06-17\|276.77\|4.84\|263.99\|279.00\|261.30\|60010;2026-06-18\|281.00\|1.53\|276.77\|287.33\|272.48\|55494;2026-06-22\|286.98\|2.13\|278.06\|288.68\|274.96\|62000;2026-06-23\|272.24\|-5.14\|283.40\|285.98\|269.00\|60740;2026-06-24\|266.19\|-2.22\|272.09\|272.09\|261.80\|45202;2026-06-25\|275.89\|3.64\|265.10\|283.60\|261.66\|64486;2026-06-26\|258.88\|-6.17\|279.91\|280.50\|255.19\|53851;2026-06-29\|286.00\|10.48\|260.12\|288.49\|260.12\|84701;2026-06-30\|291.20\|1.82\|284.02\|303.39\|278.88\|74919;2026-07-01\|262.89\|-9.72\|289.74\|290.33\|248.68\|115573;2026-07-02\|255.71\|-2.73\|255.00\|272.99\|254.80\|63685;2026-07-03\|251.15\|-1.78\|255.80\|261.48\|251.00\|38374;2026-07-06\|265.80\|5.83\|251.00\|273.98\|250.01\|64263;2026-07-07\|262.20\|-1.35\|263.48\|270.00\|261.31\|27757;2026-07-08\|244.00\|-6.94\|263.22\|265.99\|243.85\|43025;2026-07-09\|249.01\|2.05\|246.10\|249.50\|239.00\|31706;2026-07-10\|217.31\|-12.73\|253.00\|253.00\|217.11\|90266;2026-07-13\|208.50\|-4.05\|215.20\|216.90\|205.00\|43004;2026-07-14\|207.80\|-0.34\|208.50\|209.89\|198.28\|38272;2026-07-15\|205.50\|-1.11\|209.01\|213.50\|203.20\|30167;2026-07-16\|193.90\|-5.64\|204.00\|205.00\|192.58\|34992;2026-07-17\|181.68\|-6.30\|193.31\|193.48\|179.03\|42390;2026-07-20\|181.35\|-0.18\|184.53\|187.77\|175.60\|43998;2026-07-21\|187.20\|3.23\|181.30\|188.58\|180.00\|38732;2026-07-22\|190.09\|1.54\|186.01\|197.90\|185.06\|38366;2026-07-23\|197.00\|3.64\|190.00\|198.66\|189.00\|30239;2026-07-24\|192.68\|-2.19\|192.60\|203.00\|192.60\|23411;2026-07-27\|197.89\|2.70\|195.00\|198.93\|192.87\|22458;2026-07-28\|189.47\|-4.25\|195.00\|196.58\|188.08\|19670;2026-07-29\|190.99\|0.80\|199.00\|200.56\|188.66\|41874;2026-07-30\|192.03\|0.54\|190.90\|196.00\|189.00\|26415;2026-07-31\|204.06\|6.26\|195.99\|207.73\|195.09\|45657;2026-08-03\|206.49\|1.19\|203.88\|207.70\|200.19\|21793;2026-08-04\|210.56\|1.97\|207.70\|213.64\|205.81\|24927;2026-08-05\|212.30\|0.83\|210.36\|214.80\|208.00\|21323;2026-08-06\|210.82\|-0.70\|211.00\|213.97\|208.36\|22687;2026-08-07\|214.22\|1.61\|208.60\|217.27\|207.77\|26671;2026-08-10\|208.60\|-2.62\|213.00\|215.08\|205.10\|25894;2026-08-11\|212.24\|1.75\|208.60\|216.37\|206.60\|21462;2026-08-12\|212.85\|0.29\|212.25\|216.18\|211.23\|16989;2026-08-13\|211.00\|-0.87\|214.00\|217.48\|210.90\|23076;2026-08-14\|211.27\|0.13\|212.00\|215.80\|209.59\|16123;2026-08-17\|214.04\|1.31\|211.28\|214.37\|209.50\|18470;2026-08-18\|211.08\|-1.38\|214.12\|215.23\|209.80\|20912;2026-08-19\|203.30\|-3.69\|208.36\|210.88\|203.30\|28424;2026-08-20\|199.98\|-1.63\|204.80\|205.83\|199.30\|16910;2026-08-21\|202.51\|1.27\|200.27\|206.96\|199.00\|16287;2026-08-24\|201.31\|-0.59\|204.00\|209.90\|198.50\|16235;2026-08-25\|198.35\|-1.47\|198.88\|200.72\|194.57\|13158;2026-08-26\|200.30\|0.98\|197.60\|204.69\|197.60\|11987;2026-08-27\|194.06\|-3.12\|199.00\|199.42\|190.29\|35420;2026-08-28\|190.05\|-2.07\|193.00\|196.00\|190.03\|25986;2026-08-31\|185.20\|-2.55\|188.03\|189.79\|178.80\|39776;2026-09-01\|182.90\|-1.24\|184.66\|185.72\|179.60\|22834;2026-09-02\|179.80\|-1.69\|181.87\|184.85\|179.50\|23545;2026-09-03\|179.39\|-0.23\|180.11\|181.60\|176.54\|19512;2026-09-04\|177.41\|-1.10\|181.00\|183.38\|176.01\|18891;2026-09-07\|179.00\|0.90\|178.49\|179.99\|174.51\|26712;2026-09-08\|175.85\|-1.76\|178.19\|180.31\|174.75\|21782;2026-09-09\|172.91\|-1.67\|175.00\|177.00\|171.81\|19306;2026-09-10\|168.03\|-2.82\|171.87\|173.49\|167.79\|26285;2026-09-11\|162.69\|-3.18\|165.56\|167.80\|160.02\|30408
117603	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	锂电负极材料+分红实施+产能扩张 1、据2026年6月27日公告，公司2025年度权益分派方案已确定，拟每10股转增4股派8元含税，股权登记日为2026年7月2日，除权除息日为7月3日。 2、据中信建投证券2026年6月2日研报，公司2026年一季度负极产品经营性单吨净利环比提升约800元至2900元，预计2026-2027年行业盈利向上弹性显著，公司出货有望达45/60万吨。 3、据2026年5月12日投资者关系活动记录，公司山西昔阳年产20万吨及马来西亚年产5万吨负极材料一体化项目正加速建设，现有产能持续满负荷运行。	国内负极材料领域主要厂商；公司表示现阶段可验证的固态电池负极材料存在继续使用石墨类负极材料的可能性，公司对固态电池适配负极材料以及负极材料其他新技术的发展方向	2026-05-08\|82.25\|-0.50\|82.65\|84.44\|82.03\|45072;2026-05-11\|80.32\|-2.35\|82.00\|83.11\|79.90\|60553;2026-05-12\|78.69\|-2.03\|80.45\|80.73\|76.68\|69798;2026-05-13\|77.95\|-0.94\|78.00\|80.06\|77.53\|48756;2026-05-14\|79.39\|1.85\|77.96\|81.21\|77.58\|77124;2026-05-15\|79.95\|0.71\|78.88\|81.71\|78.81\|58680;2026-05-18\|77.33\|-3.28\|77.00\|80.18\|74.80\|53131;2026-05-19\|80.09\|3.57\|77.13\|80.18\|76.38\|41390;2026-05-20\|87.38\|9.10\|80.17\|87.80\|78.51\|165184;2026-05-21\|89.37\|2.28\|87.99\|92.88\|86.15\|102481;2026-05-22\|88.82\|-0.62\|89.72\|91.30\|88.00\|73555;2026-05-25\|88.49\|-0.37\|88.81\|90.00\|87.00\|58628;2026-05-26\|90.28\|2.02\|88.60\|92.89\|87.33\|64840;2026-05-27\|93.53\|3.60\|89.54\|94.98\|89.54\|90789;2026-05-28\|92.66\|-0.93\|93.00\|93.69\|89.10\|46586;2026-05-29\|87.52\|-5.55\|92.74\|92.74\|86.19\|57065;2026-06-01\|91.98\|5.10\|86.94\|94.20\|86.94\|70367;2026-06-02\|95.67\|4.01\|92.00\|96.60\|90.47\|80275;2026-06-03\|97.42\|1.83\|95.31\|98.30\|93.31\|59513;2026-06-04\|91.15\|-6.44\|95.75\|96.75\|90.41\|44338;2026-06-05\|88.39\|-3.03\|91.01\|91.60\|87.73\|46792;2026-06-08\|88.66\|0.31\|85.00\|88.66\|82.10\|67069;2026-06-09\|90.00\|1.51\|88.12\|91.00\|85.51\|43752;2026-06-10\|87.70\|-2.56\|89.32\|94.47\|87.00\|42342;2026-06-11\|83.18\|-5.15\|86.70\|88.27\|83.00\|40653;2026-06-12\|89.45\|7.54\|83.50\|90.52\|82.20\|60054;2026-06-15\|92.11\|2.97\|89.34\|93.65\|89.16\|51325;2026-06-16\|94.13\|2.19\|93.77\|96.20\|91.00\|46787;2026-06-17\|92.80\|-1.41\|93.15\|94.50\|90.38\|36573;2026-06-18\|88.70\|-4.42\|92.89\|94.82\|87.51\|53191;2026-06-22\|93.38\|5.28\|89.35\|93.40\|86.71\|55725;2026-06-23\|93.29\|-0.10\|92.82\|95.00\|91.85\|51528;2026-06-24\|93.45\|0.17\|92.00\|94.78\|88.00\|48604;2026-06-25\|90.04\|-3.65\|92.79\|93.55\|89.51\|29183;2026-06-26\|85.67\|-4.85\|89.00\|89.68\|85.07\|33504;2026-06-29\|94.24\|10.00\|85.00\|94.24\|82.02\|69692;2026-06-30\|93.51\|-0.77\|94.98\|95.56\|91.55\|56707;2026-07-01\|91.60\|-2.04\|94.06\|94.20\|87.66\|50316;2026-07-02\|87.76\|-4.19\|90.08\|90.66\|87.27\|42780;2026-07-03\|61.19\|-1.61\|62.27\|63.20\|61.01\|53921;2026-07-06\|58.98\|-3.61\|60.86\|61.10\|58.08\|60113;2026-07-07\|58.95\|-0.05\|59.05\|63.50\|58.22\|52804;2026-07-08\|54.11\|-8.21\|58.81\|59.74\|54.00\|64599;2026-07-09\|52.74\|-2.53\|54.71\|56.98\|51.01\|61945;2026-07-10\|48.89\|-7.30\|52.12\|52.73\|48.29\|118694;2026-07-13\|50.31\|2.90\|48.50\|50.82\|47.20\|85125;2026-07-14\|49.96\|-0.70\|49.85\|50.54\|48.66\|56680;2026-07-15\|51.99\|4.06\|50.23\|52.88\|49.95\|58011;2026-07-16\|51.41\|-1.12\|51.08\|52.24\|50.60\|40125;2026-07-17\|49.65\|-3.42\|51.47\|53.70\|49.10\|63247;2026-07-20\|50.76\|2.24\|48.99\|51.80\|48.19\|61814;2026-07-21\|52.40\|3.23\|50.26\|54.50\|50.26\|65415;2026-07-22\|51.10\|-2.48\|52.09\|52.40\|50.80\|54121;2026-07-23\|55.20\|8.02\|51.12\|55.63\|51.00\|66587;2026-07-24\|55.70\|0.91\|54.50\|56.51\|54.00\|71075;2026-07-27\|54.82\|-1.58\|55.50\|56.80\|53.59\|82897;2026-07-28\|52.30\|-4.60\|54.00\|54.49\|51.71\|76600;2026-07-29\|55.15\|5.45\|52.02\|55.59\|51.16\|71771;2026-07-30\|56.50\|2.45\|54.79\|56.98\|53.32\|65504;2026-07-31\|55.22\|-2.27\|55.69\|57.02\|55.00\|39918;2026-08-03\|54.46\|-1.38\|54.49\|55.41\|53.81\|28756;2026-08-04\|53.61\|-1.56\|54.40\|54.96\|53.10\|40623;2026-08-05\|53.77\|0.30\|53.50\|55.00\|53.28\|41894;2026-08-06\|52.53\|-2.31\|53.38\|53.60\|51.80\|47106;2026-08-07\|52.43\|-0.19\|52.55\|53.02\|51.77\|40675;2026-08-10\|52.50\|0.13\|52.78\|52.93\|52.18\|29317;2026-08-11\|54.95\|4.67\|52.17\|55.52\|51.86\|58988;2026-08-12\|54.38\|-1.04\|54.80\|55.30\|53.65\|55223;2026-08-13\|53.76\|-1.14\|54.38\|54.50\|52.62\|47597;2026-08-14\|54.13\|0.69\|53.29\|56.66\|53.29\|66663;2026-08-17\|56.00\|3.45\|54.45\|56.56\|54.01\|37744;2026-08-18\|56.66\|1.18\|55.98\|57.30\|55.21\|50404;2026-08-19\|62.33\|10.01\|59.94\|62.33\|59.10\|162350;2026-08-20\|64.18\|2.97\|62.00\|65.45\|61.11\|209492;2026-08-21\|63.20\|-1.53\|63.86\|65.33\|63.00\|79107;2026-08-24\|63.82\|0.98\|63.46\|64.26\|62.41\|70113;2026-08-25\|63.00\|-1.28\|63.51\|63.79\|61.39\|58688;2026-08-26\|62.87\|-0.21\|63.43\|64.28\|62.55\|32406;2026-08-27\|60.55\|-3.69\|62.40\|62.74\|60.30\|62910;2026-08-28\|58.85\|-2.81\|59.94\|60.40\|58.61\|50734;2026-08-31\|58.25\|-1.02\|58.56\|59.15\|57.77\|47908;2026-09-01\|56.96\|-2.21\|58.05\|58.17\|56.40\|61956;2026-09-02\|56.77\|-0.33\|56.21\|57.68\|55.88\|56395;2026-09-03\|57.72\|1.67\|57.26\|58.18\|56.30\|43222;2026-09-04\|55.74\|-3.43\|58.18\|58.69\|55.60\|46104;2026-09-07\|54.01\|-3.10\|55.31\|55.73\|53.65\|58105;2026-09-08\|53.02\|-1.83\|53.81\|54.33\|52.80\|35533;2026-09-09\|54.93\|3.60\|53.02\|55.26\|52.47\|62508;2026-09-10\|53.34\|-2.89\|54.62\|54.62\|52.93\|33498;2026-09-11\|50.59\|-5.16\|53.00\|53.28\|50.50\|44157
117602	建滔积层板再度涨价	PCB+1.6T光模块+定增加码AI 1、据2026年6月12日定增募集说明书，公司拟募资9.5亿元用于年产60万平方米高多层、HDI电路板项目，重点拓展AI服务器、光模块等高附加值领域，目标成为AI领域核心供应商。 2、据2026年6月12日定增募集说明书及2026年4月9日可行性分析报告，公司已掌握Tenting工艺1.6T光模块板制造技术及RCC工艺800G光模块板制造技术，相关产品正处于各目标客户专项认证阶段。 3、据2026年3月31日年报及4月23日一季报，公司系内资PCB百强企业，主营高品质PCB，外销营收占比53.50%，2026年一季度实现营收5.74亿元，同比增长41.23%。	公司专注于印制电路板小、中、大批量板的制造，5G领域产品主要应用于路由器、交换机等；应用于新能源汽车的激光雷达产品已接入小批量量产订单	2026-05-08\|50.64\|6.81\|46.55\|51.10\|46.03\|149312;2026-05-11\|54.98\|8.57\|50.64\|57.80\|50.26\|216441;2026-05-12\|51.45\|-6.42\|54.01\|54.90\|50.56\|169149;2026-05-13\|52.06\|1.19\|52.75\|56.80\|51.53\|208793;2026-05-14\|52.97\|1.75\|52.21\|54.47\|51.00\|184244;2026-05-15\|51.70\|-2.40\|52.89\|54.65\|51.01\|144040;2026-05-18\|52.50\|1.55\|51.70\|52.88\|50.60\|109091;2026-05-19\|52.19\|-0.59\|52.01\|52.58\|50.38\|95519;2026-05-20\|50.68\|-2.89\|50.89\|51.56\|50.20\|88882;2026-05-21\|47.91\|-5.47\|50.81\|51.96\|47.50\|100275;2026-05-22\|52.01\|8.56\|49.01\|52.30\|49.01\|131310;2026-05-25\|54.28\|4.36\|51.89\|54.68\|51.89\|129867;2026-05-26\|55.14\|1.58\|54.90\|55.80\|53.77\|127848;2026-05-27\|52.99\|-3.90\|55.00\|55.50\|52.41\|93441;2026-05-28\|55.74\|5.19\|52.27\|55.98\|51.91\|131111;2026-05-29\|53.29\|-4.40\|56.05\|56.88\|52.80\|153727;2026-06-01\|51.07\|-4.17\|53.35\|54.50\|50.40\|94386;2026-06-02\|51.07\|0.00\|50.70\|52.16\|49.37\|72209;2026-06-03\|49.79\|-2.51\|51.00\|51.72\|48.70\|96566;2026-06-04\|51.49\|3.41\|48.84\|51.64\|48.55\|81585;2026-06-05\|50.75\|-1.44\|50.06\|52.72\|48.08\|108767;2026-06-08\|50.06\|-1.36\|48.09\|51.42\|47.01\|90950;2026-06-09\|51.72\|3.32\|50.56\|52.22\|49.91\|86042;2026-06-10\|49.32\|-4.64\|50.74\|51.43\|48.35\|63884;2026-06-11\|52.76\|6.97\|49.01\|52.98\|48.21\|103607;2026-06-12\|52.25\|-0.97\|52.83\|55.19\|51.88\|119323;2026-06-15\|58.97\|12.86\|53.60\|60.75\|53.54\|167929;2026-06-16\|59.58\|1.03\|58.98\|59.88\|58.00\|121475;2026-06-17\|60.02\|0.74\|58.90\|61.67\|58.49\|133527;2026-06-18\|62.28\|3.77\|59.50\|62.82\|59.08\|133086;2026-06-22\|59.72\|-4.11\|62.95\|63.30\|58.45\|131144;2026-06-23\|57.37\|-3.94\|59.65\|59.65\|56.51\|89756;2026-06-24\|60.96\|6.26\|57.30\|63.36\|56.88\|113510;2026-06-25\|59.55\|-2.31\|60.97\|61.33\|59.33\|79765;2026-06-26\|56.35\|-5.37\|58.74\|60.05\|56.25\|81424;2026-06-29\|62.03\|10.08\|57.00\|65.27\|56.11\|177809;2026-06-30\|69.24\|11.62\|61.45\|72.25\|60.56\|173198;2026-07-01\|83.09\|20.00\|68.50\|83.09\|67.68\|215301;2026-07-02\|72.59\|-12.64\|78.01\|79.09\|72.09\|190200;2026-07-03\|68.26\|-5.96\|74.44\|74.44\|68.01\|149522;2026-07-06\|65.35\|-4.26\|69.63\|69.92\|62.83\|119573;2026-07-07\|60.90\|-6.81\|64.81\|65.11\|59.90\|88077;2026-07-08\|57.71\|-5.24\|61.60\|61.89\|57.60\|78458;2026-07-09\|59.24\|2.65\|59.52\|59.58\|55.77\|82631;2026-07-10\|55.52\|-6.28\|59.49\|60.98\|55.31\|107526;2026-07-13\|49.02\|-11.71\|54.50\|55.69\|48.80\|86776;2026-07-14\|51.18\|4.41\|49.02\|51.90\|48.26\|75832;2026-07-15\|47.32\|-7.54\|52.21\|52.51\|47.02\|72305;2026-07-16\|46.27\|-2.22\|46.80\|48.78\|46.01\|63508;2026-07-17\|40.83\|-11.76\|46.27\|46.27\|40.50\|80372;2026-07-20\|36.37\|-10.92\|41.82\|43.15\|35.20\|101950;2026-07-21\|40.85\|12.32\|36.81\|41.10\|32.74\|130895;2026-07-22\|38.89\|-4.80\|40.44\|41.06\|38.65\|89980;2026-07-23\|39.13\|0.62\|39.01\|40.95\|38.74\|70484;2026-07-24\|37.91\|-3.12\|38.73\|39.39\|37.61\|46890;2026-07-27\|39.82\|5.04\|38.13\|39.83\|37.50\|53367;2026-07-28\|37.25\|-6.45\|39.16\|39.72\|37.11\|54245;2026-07-29\|37.16\|-0.24\|37.40\|37.89\|35.60\|52609;2026-07-30\|35.00\|-5.81\|36.60\|37.20\|34.64\|55684;2026-07-31\|36.60\|4.57\|38.12\|38.69\|36.51\|71821;2026-08-03\|38.52\|5.25\|36.52\|38.69\|36.52\|82417;2026-08-04\|40.11\|4.13\|38.52\|40.25\|37.38\|119154;2026-08-05\|41.98\|4.66\|39.07\|42.63\|39.00\|115847;2026-08-06\|43.34\|3.24\|41.42\|43.34\|41.17\|99958;2026-08-07\|45.60\|5.21\|43.02\|46.13\|43.02\|113470;2026-08-10\|44.30\|-2.85\|45.61\|46.00\|43.25\|92188;2026-08-11\|44.03\|-0.61\|43.92\|45.12\|43.48\|64997;2026-08-12\|45.03\|2.27\|44.40\|45.37\|43.73\|52162;2026-08-13\|43.85\|-2.62\|46.50\|47.29\|43.85\|87140;2026-08-14\|45.40\|3.53\|44.63\|45.58\|44.07\|65195;2026-08-17\|49.10\|8.15\|45.41\|49.47\|45.23\|91132;2026-08-18\|49.25\|0.31\|49.12\|50.16\|48.13\|77305;2026-08-19\|45.09\|-8.45\|47.70\|48.46\|44.55\|81700;2026-08-20\|45.36\|0.60\|45.52\|46.65\|44.72\|61123;2026-08-21\|46.49\|2.49\|44.91\|47.46\|44.76\|66214;2026-08-24\|44.82\|-3.59\|46.06\|46.36\|43.18\|62983;2026-08-25\|45.00\|0.40\|44.25\|45.75\|43.41\|42150;2026-08-26\|44.58\|-0.93\|45.13\|45.62\|43.76\|41711;2026-08-27\|46.52\|4.35\|44.50\|46.84\|44.50\|59196;2026-08-28\|45.42\|-2.36\|46.44\|47.37\|45.40\|50175;2026-08-31\|47.38\|4.32\|44.40\|47.38\|44.23\|56542;2026-09-01\|45.33\|-4.33\|47.14\|47.37\|45.00\|60556;2026-09-02\|44.39\|-2.07\|44.88\|45.00\|43.91\|42277;2026-09-03\|49.40\|11.29\|45.08\|50.42\|44.92\|155221;2026-09-04\|48.33\|-2.17\|49.70\|52.20\|47.80\|113048;2026-09-07\|52.97\|9.60\|49.21\|53.35\|48.10\|146720;2026-09-08\|55.52\|4.81\|52.98\|58.86\|52.53\|186758;2026-09-09\|58.00\|4.47\|55.67\|59.38\|54.77\|152869;2026-09-10\|63.62\|9.69\|57.60\|67.67\|57.00\|214813;2026-09-11\|65.59\|3.10\|63.62\|67.60\|61.00\|207324
117601	英伟达Rubin成全球首个100%液冷AI计算平台	自研ASIC芯片+液冷服务器+参投沐曦+一季报扭亏行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日互动易，公司发布了寒烁、宙斯、雷神三款音视频领域自研ASIC芯片，相关业务还处于推广验证、量产备货等阶段，公司会根据市场情况及客户需求不断拓展自研芯片应用场景。 2、据2025年3月19日互动易：公司的液冷检测设备业务需要根据客户产品的性能参数等进行定制开发适配。 3、据2025年12月15日互动易，公司投资了沐曦集成电路（上海）股份有限公司，根据沐曦股份最新披露的科创板上市招股说明书，公司在沐曦股份上市发行后的持股比例约为0.21%。 4、据2026年4月29日公告，公司2026年一季度营收4457.54万元，同比增长13.88%，归母净利润170.98万元，同比扭亏为盈，主要系自产芯片销量增加带动营业收入增长。	公司与英伟达合作，对接的产品包括液冷测试平台、基于AI的检测平台、各种测试板卡等	2026-05-08\|142.61\|-0.27\|143.10\|144.68\|140.85\|82215;2026-05-11\|137.39\|-3.66\|140.96\|142.61\|137.03\|89053;2026-05-12\|130.63\|-4.92\|140.68\|143.38\|124.00\|159534;2026-05-13\|122.81\|-5.99\|127.85\|129.68\|122.03\|144708;2026-05-14\|118.95\|-3.14\|123.38\|123.76\|117.28\|104232;2026-05-15\|117.49\|-1.23\|119.99\|124.26\|115.50\|105264;2026-05-18\|119.97\|2.11\|114.00\|124.39\|113.26\|112322;2026-05-19\|125.40\|4.53\|119.98\|125.52\|118.00\|109242;2026-05-20\|126.51\|0.89\|125.40\|135.97\|123.38\|126039;2026-05-21\|120.27\|-4.93\|128.81\|129.51\|120.04\|86031;2026-05-22\|121.34\|0.89\|121.71\|124.30\|118.00\|65737;2026-05-25\|120.90\|-0.36\|119.95\|123.30\|119.00\|55316;2026-05-26\|119.00\|-1.57\|120.00\|120.50\|116.50\|58951;2026-05-27\|116.20\|-2.35\|118.94\|120.44\|115.01\|57058;2026-05-28\|116.80\|0.52\|116.39\|117.77\|112.40\|59309;2026-05-29\|112.01\|-4.10\|118.00\|118.50\|111.00\|61046;2026-06-01\|110.47\|-1.37\|111.99\|114.50\|109.01\|70145;2026-06-02\|110.81\|0.31\|110.66\|112.50\|108.38\|53711;2026-06-03\|114.90\|3.69\|109.99\|118.52\|109.83\|88648;2026-06-04\|126.39\|10.00\|117.42\|126.39\|117.19\|93525;2026-06-05\|135.02\|6.83\|133.00\|139.03\|130.00\|180413;2026-06-08\|129.33\|-4.21\|135.02\|137.37\|128.85\|178948;2026-06-09\|124.81\|-3.49\|132.80\|133.21\|123.50\|106400;2026-06-10\|115.77\|-7.24\|122.56\|123.75\|114.81\|91819;2026-06-11\|113.95\|-1.57\|114.00\|116.50\|108.66\|84312;2026-06-12\|111.27\|-2.35\|115.90\|119.45\|110.58\|83273;2026-06-15\|122.40\|10.00\|112.96\|122.40\|112.38\|45336;2026-06-16\|134.64\|10.00\|127.95\|134.64\|127.40\|68522;2026-06-17\|135.63\|0.74\|138.64\|143.50\|132.69\|143037;2026-06-18\|142.17\|4.90\|135.65\|144.99\|132.67\|99446;2026-06-22\|141.29\|-0.62\|144.41\|145.16\|136.44\|81835;2026-06-23\|136.88\|-3.12\|144.27\|146.50\|136.00\|81945;2026-06-24\|132.50\|-3.20\|136.17\|138.25\|131.50\|58741;2026-06-25\|129.94\|-1.93\|132.52\|133.77\|129.68\|53128;2026-06-26\|122.83\|-5.47\|129.08\|134.72\|122.83\|68887;2026-06-29\|135.11\|10.00\|125.00\|135.11\|123.88\|39346;2026-06-30\|134.61\|-0.37\|138.18\|142.03\|128.35\|110184;2026-07-01\|127.34\|-5.40\|136.30\|137.98\|126.56\|89926;2026-07-02\|121.60\|-4.51\|123.38\|128.81\|120.71\|65883;2026-07-03\|118.61\|-2.46\|121.60\|122.60\|118.50\|51997;2026-07-06\|115.80\|-2.37\|120.50\|122.76\|114.70\|60569;2026-07-07\|112.27\|-3.05\|117.94\|118.45\|111.03\|57485;2026-07-08\|107.49\|-4.26\|113.50\|113.80\|107.49\|54329;2026-07-09\|107.82\|0.31\|109.00\|109.00\|101.50\|77922;2026-07-10\|106.52\|-1.21\|106.46\|111.41\|106.46\|57245;2026-07-13\|99.13\|-6.94\|105.91\|106.50\|98.50\|64828;2026-07-14\|109.04\|10.00\|106.50\|109.04\|106.50\|21036;2026-07-15\|98.14\|-10.00\|117.36\|117.36\|98.14\|112092;2026-07-16\|97.09\|-1.07\|97.85\|100.59\|95.02\|68630;2026-07-17\|88.25\|-9.11\|95.70\|97.00\|87.38\|93652;2026-07-20\|82.81\|-6.16\|90.00\|91.00\|80.00\|105136;2026-07-21\|91.09\|10.00\|88.00\|91.09\|83.00\|107833;2026-07-22\|90.85\|-0.26\|90.52\|94.67\|89.21\|105187;2026-07-23\|91.73\|0.97\|92.64\|96.37\|91.01\|71882;2026-07-24\|89.06\|-2.91\|91.01\|91.30\|88.20\|47367;2026-07-27\|95.86\|7.64\|90.19\|96.12\|88.31\|74636;2026-07-28\|93.59\|-2.37\|92.66\|96.55\|92.50\|61577;2026-07-29\|92.93\|-0.71\|94.36\|94.59\|89.27\|61527;2026-07-30\|88.59\|-4.67\|92.00\|93.85\|86.72\|60386;2026-07-31\|91.24\|2.99\|94.58\|94.58\|91.20\|66236;2026-08-03\|91.27\|0.03\|90.50\|92.88\|90.25\|48005;2026-08-04\|94.56\|3.60\|92.68\|95.44\|91.48\|51895;2026-08-05\|98.80\|4.48\|92.90\|99.18\|92.50\|65381;2026-08-06\|98.32\|-0.49\|97.00\|99.79\|96.40\|54298;2026-08-07\|100.52\|2.24\|98.49\|100.87\|96.80\|59495;2026-08-10\|99.07\|-1.44\|101.40\|102.10\|97.30\|44911;2026-08-11\|99.52\|0.45\|98.62\|101.68\|97.58\|41596;2026-08-12\|100.61\|1.10\|99.80\|101.63\|99.36\|35693;2026-08-13\|98.79\|-1.81\|101.50\|102.86\|98.67\|42566;2026-08-14\|99.36\|0.58\|98.90\|99.80\|97.90\|32751;2026-08-17\|102.22\|2.88\|99.40\|102.24\|98.52\|44196;2026-08-18\|102.00\|-0.22\|103.00\|109.69\|101.02\|86291;2026-08-19\|94.45\|-7.40\|101.00\|101.00\|94.05\|67229;2026-08-20\|93.67\|-0.83\|96.00\|96.31\|92.64\|45523;2026-08-21\|98.26\|4.90\|93.94\|99.98\|92.18\|65309;2026-08-24\|95.88\|-2.42\|98.09\|102.09\|93.26\|56947;2026-08-25\|99.15\|3.41\|94.86\|99.68\|93.28\|58299;2026-08-26\|89.88\|-9.35\|98.74\|98.88\|89.24\|118585;2026-08-27\|93.60\|4.14\|89.35\|93.94\|89.26\|80818;2026-08-28\|91.04\|-2.73\|93.82\|96.16\|91.01\|56483;2026-08-31\|95.50\|4.90\|89.00\|95.52\|88.54\|54714;2026-09-01\|93.68\|-1.91\|96.50\|96.66\|93.04\|35795;2026-09-02\|92.20\|-1.58\|92.70\|94.20\|91.52\|28692;2026-09-03\|95.27\|3.33\|93.58\|96.49\|93.00\|68137;2026-09-04\|93.17\|-2.20\|95.92\|96.66\|92.54\|62596;2026-09-07\|93.03\|-0.15\|93.98\|94.50\|92.88\|36395;2026-09-08\|89.50\|-3.79\|93.50\|94.58\|87.00\|62301;2026-09-09\|88.03\|-1.64\|90.00\|91.28\|87.28\|46445;2026-09-10\|85.95\|-2.36\|87.50\|88.10\|85.86\|37334;2026-09-11\|83.55\|-2.79\|84.28\|84.70\|81.43\|49311
117600	英伟达Rubin成全球首个100%液冷AI计算平台	液冷泵+六张网建设+智慧水务 1、据2026年5月11日互动易，公司近期发布了面向数据中心液冷领域的WDS、WDM系列立式多级离心泵等新品，系公司在流体控制领域的技术延伸。 2、据2026年6月17日互动易，公司核心服务于国家“六张网”中的水网、城市地下管网，提供从源头到龙头的智慧水务整体解决方案，覆盖城乡供水一体化等环节，其水泵、智慧泵房、管网漏损控制系统可直接服务老旧管网改造与二次供水设施升级。 3、据2025年年度报告，公司主营基于工业互联网的智慧水务综合解决方案，构建了“智能硬件+专业软件+水务平台+行业物联网+全面服务”的一体化业务体系。	1、公司近期发布了面向数据中心液冷领域的WDS、WDM系列立式多级离心泵等新品； 2、公司联合研发的工业四足机器人巡检方案已亮相中国城镇供水排水协会年会，搭载自研水务检测装置，可监测跑冒滴漏、有毒有害气体等九类场景，并已在绥滨县北山水厂项目实现数字孪生及大屏数字人智能体落地	2026-05-08\|5.94\|0.51\|5.90\|5.96\|5.87\|61626;2026-05-11\|6.00\|1.01\|5.93\|6.00\|5.91\|85588;2026-05-12\|5.83\|-2.83\|5.96\|5.98\|5.81\|79946;2026-05-13\|5.89\|1.03\|5.83\|5.92\|5.80\|73490;2026-05-14\|5.77\|-2.04\|5.88\|5.91\|5.75\|65837;2026-05-15\|5.80\|0.52\|5.76\|5.92\|5.75\|97290;2026-05-18\|5.85\|0.86\|5.81\|5.86\|5.65\|115791;2026-05-19\|6.20\|5.98\|5.85\|6.33\|5.82\|324189;2026-05-20\|6.34\|2.26\|6.21\|6.38\|6.15\|331055;2026-05-21\|5.90\|-6.94\|6.34\|6.34\|5.88\|288721;2026-05-22\|5.94\|0.68\|5.89\|5.98\|5.81\|175646;2026-05-25\|6.53\|9.93\|5.94\|6.53\|5.94\|396477;2026-05-26\|6.31\|-3.37\|6.58\|6.58\|6.21\|365065;2026-05-27\|6.08\|-3.65\|6.27\|6.33\|6.01\|298559;2026-05-28\|5.59\|-8.06\|6.13\|6.23\|5.47\|501611;2026-05-29\|5.69\|1.79\|5.53\|6.13\|5.53\|357636;2026-06-01\|5.61\|-1.41\|5.64\|5.72\|5.40\|191502;2026-06-02\|5.29\|-5.70\|5.60\|5.67\|5.29\|231285;2026-06-03\|5.19\|-1.89\|5.30\|5.34\|5.11\|148354;2026-06-04\|5.19\|0.00\|5.18\|5.32\|5.10\|124745;2026-06-05\|5.22\|0.58\|5.15\|5.30\|5.01\|152868;2026-06-08\|4.98\|-4.60\|5.08\|5.16\|4.91\|143321;2026-06-09\|4.82\|-3.21\|5.06\|5.07\|4.76\|202386;2026-06-10\|4.67\|-3.11\|4.75\|4.86\|4.60\|234009;2026-06-11\|4.58\|-1.93\|4.71\|4.84\|4.52\|200857;2026-06-12\|4.59\|0.22\|4.63\|4.66\|4.50\|134873;2026-06-15\|4.68\|1.96\|4.65\|4.78\|4.56\|195976;2026-06-16\|4.70\|0.43\|4.65\|4.73\|4.51\|157324;2026-06-17\|4.53\|-3.62\|4.67\|4.71\|4.50\|151009;2026-06-18\|4.98\|9.93\|4.52\|4.98\|4.50\|224743;2026-06-22\|5.17\|3.82\|4.98\|5.29\|4.84\|458111;2026-06-23\|4.96\|-4.06\|5.17\|5.18\|4.94\|238847;2026-06-24\|4.82\|-2.82\|5.00\|5.10\|4.73\|205404;2026-06-25\|5.30\|9.96\|4.82\|5.30\|4.80\|219606;2026-06-26\|5.83\|10.00\|5.83\|5.83\|5.83\|80857;2026-06-29\|6.41\|9.95\|6.13\|6.41\|5.56\|707482;2026-06-30\|6.30\|-1.72\|6.39\|6.88\|6.20\|894286;2026-07-01\|6.17\|-2.06\|6.07\|6.45\|5.98\|520266;2026-07-02\|5.88\|-4.70\|6.01\|6.31\|5.84\|387707;2026-07-03\|6.20\|5.44\|5.87\|6.47\|5.87\|678241;2026-07-06\|6.02\|-2.90\|6.17\|6.25\|5.95\|451331;2026-07-07\|5.78\|-3.99\|5.94\|6.05\|5.74\|266614;2026-07-08\|5.76\|-0.35\|5.84\|5.88\|5.61\|238256;2026-07-09\|5.85\|1.56\|5.72\|6.05\|5.64\|222507;2026-07-10\|5.95\|1.71\|5.85\|6.11\|5.76\|266484;2026-07-13\|5.72\|-3.87\|5.80\|6.03\|5.69\|185704;2026-07-14\|5.61\|-1.92\|5.78\|5.99\|5.46\|188162;2026-07-15\|5.70\|1.60\|5.60\|5.93\|5.50\|161929;2026-07-16\|5.63\|-1.23\|5.66\|5.76\|5.57\|140490;2026-07-17\|5.38\|-4.44\|5.63\|5.69\|5.36\|175519;2026-07-20\|5.23\|-2.79\|5.44\|5.53\|5.06\|240644;2026-07-21\|5.20\|-0.57\|5.33\|5.33\|4.89\|198943;2026-07-22\|5.22\|0.38\|5.15\|5.33\|5.15\|114214;2026-07-23\|5.74\|9.96\|5.26\|5.74\|5.24\|161037;2026-07-24\|6.31\|9.93\|5.85\|6.31\|5.74\|255847;2026-07-27\|6.13\|-2.85\|6.12\|6.17\|5.87\|378035;2026-07-28\|6.30\|2.77\|6.05\|6.43\|5.98\|378878;2026-07-29\|6.20\|-1.59\|6.30\|6.42\|6.14\|281069;2026-07-30\|5.99\|-3.39\|6.20\|6.26\|5.94\|205790;2026-07-31\|6.59\|10.02\|6.06\|6.59\|6.01\|318710;2026-08-03\|6.89\|4.55\|6.99\|7.25\|6.77\|696888;2026-08-04\|7.18\|4.21\|6.87\|7.30\|6.60\|727237;2026-08-05\|6.92\|-3.62\|7.04\|7.08\|6.84\|426360;2026-08-06\|7.00\|1.16\|7.13\|7.35\|6.80\|557809;2026-08-07\|6.92\|-1.14\|6.90\|7.08\|6.72\|386478;2026-08-10\|6.95\|0.43\|6.92\|6.97\|6.67\|259715;2026-08-11\|7.05\|1.44\|6.95\|7.23\|6.80\|368363;2026-08-12\|7.26\|2.98\|6.97\|7.35\|6.97\|396161;2026-08-13\|7.99\|10.06\|7.25\|7.99\|7.21\|359605;2026-08-14\|7.33\|-8.26\|7.84\|7.84\|7.19\|699891;2026-08-17\|7.34\|0.14\|7.00\|7.45\|7.00\|453546;2026-08-18\|7.07\|-3.68\|7.32\|7.36\|6.98\|337802;2026-08-19\|6.68\|-5.52\|6.94\|7.10\|6.66\|235139;2026-08-20\|6.58\|-1.50\|6.70\|6.81\|6.51\|204423;2026-08-21\|6.48\|-1.52\|6.66\|6.66\|6.45\|135950;2026-08-24\|6.03\|-6.94\|6.50\|6.50\|5.98\|210434;2026-08-25\|6.15\|1.99\|5.97\|6.15\|5.92\|184754;2026-08-26\|6.05\|-1.63\|6.17\|6.22\|5.96\|130712;2026-08-27\|6.11\|0.99\|6.05\|6.13\|5.98\|112099;2026-08-28\|6.04\|-1.15\|6.01\|6.18\|6.01\|139037;2026-08-31\|6.17\|2.15\|6.04\|6.29\|5.98\|189724;2026-09-01\|6.18\|0.16\|6.20\|6.35\|6.06\|189592;2026-09-02\|6.18\|0.00\|6.11\|6.20\|6.02\|134347;2026-09-03\|6.14\|-0.65\|6.18\|6.34\|6.01\|158911;2026-09-04\|6.09\|-0.81\|6.18\|6.22\|6.01\|170855;2026-09-07\|6.07\|-0.33\|6.10\|6.12\|5.93\|142226;2026-09-08\|6.43\|5.93\|6.06\|6.56\|6.03\|282470;2026-09-09\|6.44\|0.16\|6.45\|6.64\|6.37\|229133;2026-09-10\|6.32\|-1.86\|6.56\|6.56\|6.28\|159464;2026-09-11\|6.37\|0.79\|6.29\|6.45\|6.06\|168432
117599	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	可转债强赎+MLCC离型膜+HVLP铜箔+复合集流体行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月15日公告，公司提前赎回“洁美转债”，该转债将于2026年6月17日起停止交易，6月23日停止转股并赎回。 2、据2026年5月22日投资者关系活动记录表及2026年5月26日互动易，公司MLCC离型膜已实现对三星、村田等日韩系大客户批量供货，韩系海外基地开始放量，4月出货超2700万平米；公司高端离型膜可支撑1000层及以上MLCC生产。 3、据2026年5月22日投资者关系活动记录表，控股子公司柔震科技HVLP铜箔已向韩国斗山、华正新材送样测试，公司依托MLCC离型膜技术切入高频高速铜箔领域，布局AI算力前端材料。 4、据2026年4月21日年报及2026年5月22日投资者关系活动记录表，控股子公司柔震科技新增7条复合铝箔和3条复合铜箔产线处于调试阶段，2026年一季度归母净利润4775.29万元，同比增长41.59%。	全球电子元器件封装耗材一站式整体解决方案提供商；公司纸质载带主要用于被动元器件如电阻、电容、电感的储存、运输、封装生产环节，离型膜主要应用于MLCC、偏光片等领域；公司MLCC离型膜实现了向国巨、华新科、风华高科、三环集团等主要客户的稳定批量供货	2026-05-08\|48.98\|-2.59\|50.00\|50.25\|48.74\|93567;2026-05-11\|51.40\|4.94\|49.91\|52.27\|49.11\|134183;2026-05-12\|51.88\|0.93\|52.02\|52.79\|50.61\|95249;2026-05-13\|51.55\|-0.64\|51.04\|52.45\|50.20\|139286;2026-05-14\|53.80\|4.36\|51.58\|54.80\|51.23\|180011;2026-05-15\|51.51\|-4.26\|53.04\|54.50\|50.69\|122313;2026-05-18\|52.35\|1.63\|51.74\|53.87\|49.60\|133158;2026-05-19\|56.78\|8.46\|51.94\|57.59\|51.15\|207489;2026-05-20\|56.25\|-0.93\|56.21\|57.11\|54.73\|119937;2026-05-21\|54.59\|-2.95\|56.69\|58.48\|54.01\|137501;2026-05-22\|60.05\|10.00\|54.91\|60.05\|54.91\|193408;2026-05-25\|64.29\|7.06\|63.91\|66.06\|62.26\|298568;2026-05-26\|63.17\|-1.74\|64.80\|66.18\|62.26\|205999;2026-05-27\|63.59\|0.66\|63.41\|65.30\|62.30\|171485;2026-05-28\|69.82\|10.00\|64.07\|69.82\|64.04\|210077;2026-05-29\|69.20\|-0.89\|71.55\|75.66\|68.61\|319608;2026-06-01\|75.05\|8.45\|69.90\|76.12\|69.05\|321794;2026-06-02\|80.40\|7.13\|72.62\|82.28\|70.10\|325992;2026-06-03\|86.72\|7.86\|80.00\|87.86\|76.26\|342322;2026-06-04\|94.39\|8.84\|84.25\|95.36\|84.25\|323531;2026-06-05\|86.56\|-8.30\|92.50\|94.93\|86.19\|341303;2026-06-08\|80.30\|-7.23\|79.00\|86.20\|79.00\|358183;2026-06-09\|88.33\|10.00\|81.62\|88.33\|80.00\|363340;2026-06-10\|82.58\|-6.51\|86.66\|86.70\|81.29\|292769;2026-06-11\|78.01\|-5.53\|81.12\|85.50\|76.00\|330581;2026-06-12\|75.28\|-3.50\|80.40\|80.99\|74.60\|286386;2026-06-15\|82.81\|10.00\|78.88\|82.81\|78.88\|216915;2026-06-16\|89.00\|7.47\|86.50\|91.09\|85.51\|351313;2026-06-17\|90.66\|1.87\|89.00\|93.69\|88.26\|314905;2026-06-18\|99.73\|10.00\|90.64\|99.73\|90.60\|262271;2026-06-22\|102.50\|2.78\|102.00\|104.08\|96.10\|372658;2026-06-23\|92.25\|-10.00\|99.01\|100.45\|92.25\|248300;2026-06-24\|90.12\|-2.31\|91.37\|93.67\|88.14\|282748;2026-06-25\|97.10\|7.75\|92.60\|98.11\|88.88\|326725;2026-06-26\|103.77\|6.87\|92.01\|105.15\|92.00\|338434;2026-06-29\|114.15\|10.00\|109.95\|114.15\|108.96\|394939;2026-06-30\|109.51\|-4.06\|113.13\|113.13\|103.03\|393644;2026-07-01\|109.90\|0.36\|112.65\|115.91\|105.00\|343365;2026-07-02\|98.91\|-10.00\|100.50\|103.56\|98.91\|196747;2026-07-03\|93.27\|-5.70\|93.00\|97.20\|90.01\|258167;2026-07-06\|85.99\|-7.81\|93.16\|96.04\|85.48\|211195;2026-07-07\|84.06\|-2.24\|87.16\|88.38\|82.59\|166031;2026-07-08\|80.17\|-4.63\|84.90\|85.78\|80.09\|144165;2026-07-09\|82.84\|3.33\|82.00\|83.60\|76.16\|172143;2026-07-10\|78.40\|-5.36\|84.10\|87.62\|78.06\|184691;2026-07-13\|72.58\|-7.42\|78.40\|79.39\|71.55\|189587;2026-07-14\|77.49\|6.76\|72.55\|78.25\|72.05\|183569;2026-07-15\|72.53\|-6.40\|79.00\|79.36\|72.00\|115367;2026-07-16\|69.83\|-3.72\|71.72\|74.20\|68.51\|161049;2026-07-17\|63.45\|-9.14\|69.83\|72.17\|63.03\|172272;2026-07-20\|57.11\|-9.99\|65.01\|65.90\|57.11\|176913;2026-07-21\|62.01\|8.58\|57.11\|62.01\|51.40\|252809;2026-07-22\|60.50\|-2.44\|61.65\|64.60\|59.65\|185202;2026-07-23\|60.81\|0.51\|61.71\|65.80\|60.43\|195230;2026-07-24\|59.38\|-2.35\|59.54\|61.05\|58.26\|139720;2026-07-27\|63.39\|6.75\|59.00\|63.49\|58.31\|158256;2026-07-28\|58.67\|-7.45\|60.29\|63.87\|57.23\|144826;2026-07-29\|59.59\|1.57\|58.09\|61.12\|56.18\|215902;2026-07-30\|59.73\|0.23\|59.66\|63.60\|55.99\|341551;2026-07-31\|60.30\|0.95\|63.75\|64.73\|59.01\|348857;2026-08-03\|55.17\|-8.51\|57.99\|58.92\|54.50\|218178;2026-08-04\|60.00\|8.75\|56.01\|60.69\|53.06\|264815;2026-08-05\|65.36\|8.93\|60.01\|66.00\|59.75\|231220;2026-08-06\|67.81\|3.75\|63.60\|69.30\|63.31\|219621;2026-08-07\|70.51\|3.98\|68.49\|72.00\|67.00\|199878;2026-08-10\|73.93\|4.85\|71.39\|74.66\|68.20\|243458;2026-08-11\|81.32\|10.00\|73.93\|81.32\|73.18\|193557;2026-08-12\|80.00\|-1.62\|79.38\|80.05\|74.20\|361802;2026-08-13\|74.79\|-6.51\|80.07\|81.86\|74.21\|314713;2026-08-14\|73.06\|-2.31\|74.47\|75.83\|72.01\|246565;2026-08-17\|74.93\|2.56\|74.23\|75.19\|72.37\|206900;2026-08-18\|76.83\|2.54\|75.10\|77.88\|75.05\|246631;2026-08-19\|69.15\|-10.00\|71.27\|73.55\|69.15\|176292;2026-08-20\|66.70\|-3.54\|69.01\|69.15\|64.79\|213497;2026-08-21\|67.47\|1.15\|66.31\|69.20\|64.52\|161727;2026-08-24\|64.59\|-4.27\|67.45\|67.76\|62.66\|157736;2026-08-25\|63.66\|-1.44\|64.00\|64.98\|61.08\|129310;2026-08-26\|63.78\|0.19\|64.23\|64.96\|62.30\|101053;2026-08-27\|66.18\|3.76\|64.86\|66.84\|63.41\|161390;2026-08-28\|65.55\|-0.95\|68.00\|69.00\|65.44\|200409;2026-08-31\|68.18\|4.01\|65.00\|68.44\|64.20\|188223;2026-09-01\|63.22\|-7.27\|68.21\|68.96\|63.03\|183579;2026-09-02\|63.99\|1.22\|62.47\|64.55\|61.58\|119539;2026-09-03\|63.90\|-0.14\|64.60\|65.50\|62.84\|117807;2026-09-04\|61.44\|-3.85\|64.60\|65.74\|60.69\|107700;2026-09-07\|62.83\|2.26\|61.40\|63.38\|61.20\|124192;2026-09-08\|61.78\|-1.51\|62.60\|63.45\|61.13\|109284;2026-09-09\|61.66\|-0.19\|62.00\|62.85\|61.11\|94510;2026-09-10\|61.40\|-0.42\|60.99\|62.99\|60.50\|99014;2026-09-11\|63.99\|4.22\|60.60\|64.96\|59.72\|243100
117598	SK海力士尝试“以钼代钨”	金属铟+黄金概念+铅锌+一季报增长行业原因：据每日经济新闻6月22日报道，美伊在瑞士举行的第一轮谈判结束，地缘局势出现缓和曙光，市场避险情绪降温，令前期受地缘冲突压制的金价探底回升，COMEX黄金期货收复4200美元关口。公司原因： 1、据2026年5月18日互动易，金属铟是公司综合回收产品之一，2025年铟金属产量5吨，销售了部分铟金属产品，毛利率处于30-40%之间。 2、据2026年4月24日年报，黄金、白银价格持续走高，公司综合回收金、银等贵金属，盈利效果显现。 3、据2026年4月24日年报，公司主要业务为有色金属锌、铜冶炼及深加工产品，在国内同行业具有重要地位，2025年完成锌产量27.02万吨。 4、据2026年4月24日公告，公司2026年一季度实现归母净利润7371.44万元，同比增长158.81%。	公司主要生产锌、铅及深加工产品，拥有铟年产能60吨	2026-05-08\|6.45\|1.74\|6.29\|6.54\|6.23\|1399608;2026-05-11\|6.45\|0.00\|6.44\|6.60\|6.37\|1327164;2026-05-12\|6.31\|-2.17\|6.52\|6.56\|6.28\|883770;2026-05-13\|6.35\|0.63\|6.30\|6.65\|6.30\|1027750;2026-05-14\|6.15\|-3.15\|6.31\|6.47\|6.15\|862455;2026-05-15\|5.82\|-5.37\|6.09\|6.10\|5.77\|898470;2026-05-18\|5.81\|-0.17\|5.74\|5.85\|5.63\|475644;2026-05-19\|5.59\|-3.79\|5.77\|5.78\|5.48\|635942;2026-05-20\|5.48\|-1.97\|5.53\|5.55\|5.33\|492954;2026-05-21\|5.24\|-4.38\|5.56\|5.69\|5.23\|672242;2026-05-22\|5.51\|5.15\|5.35\|5.59\|5.23\|645868;2026-05-25\|5.46\|-0.91\|5.54\|5.63\|5.41\|440048;2026-05-26\|5.54\|1.47\|5.41\|5.58\|5.28\|632116;2026-05-27\|5.24\|-5.42\|5.50\|5.58\|5.21\|586753;2026-05-28\|5.32\|1.53\|5.21\|5.36\|5.08\|556237;2026-05-29\|5.18\|-2.63\|5.33\|5.48\|5.15\|494318;2026-06-01\|5.21\|0.77\|5.15\|5.32\|5.11\|387816;2026-06-02\|5.39\|3.45\|5.23\|5.40\|5.18\|594995;2026-06-03\|5.53\|2.60\|5.38\|5.61\|5.31\|809609;2026-06-04\|5.15\|-6.87\|5.45\|5.46\|5.12\|869782;2026-06-05\|5.03\|-2.33\|5.08\|5.17\|4.98\|509327;2026-06-08\|4.57\|-9.15\|4.84\|4.89\|4.55\|770453;2026-06-09\|4.64\|1.53\|4.66\|4.67\|4.49\|427071;2026-06-10\|4.56\|-1.72\|4.58\|4.60\|4.44\|455819;2026-06-11\|4.63\|1.54\|4.50\|4.70\|4.48\|468034;2026-06-12\|5.09\|9.94\|4.80\|5.09\|4.74\|836209;2026-06-15\|5.39\|5.89\|5.20\|5.39\|5.12\|1466211;2026-06-16\|5.26\|-2.41\|5.30\|5.32\|5.21\|905439;2026-06-17\|5.11\|-2.85\|5.23\|5.28\|5.07\|650831;2026-06-18\|5.15\|0.78\|5.08\|5.34\|5.03\|750936;2026-06-22\|5.67\|10.10\|5.67\|5.67\|5.67\|327731;2026-06-23\|6.03\|6.35\|6.24\|6.24\|5.89\|3170059;2026-06-24\|6.16\|2.16\|5.74\|6.28\|5.48\|3168194;2026-06-25\|5.98\|-2.92\|5.93\|6.34\|5.90\|2211563;2026-06-26\|5.65\|-5.52\|5.98\|6.11\|5.60\|1588107;2026-06-29\|6.22\|10.09\|5.76\|6.22\|5.74\|1539611;2026-06-30\|6.12\|-1.61\|6.22\|6.25\|5.96\|1997950;2026-07-01\|6.20\|1.31\|6.09\|6.43\|6.05\|1901024;2026-07-02\|5.85\|-5.65\|6.07\|6.10\|5.82\|1378159;2026-07-03\|5.63\|-3.76\|5.97\|6.19\|5.61\|1314368;2026-07-06\|5.28\|-6.22\|5.53\|5.80\|5.25\|1196081;2026-07-07\|5.06\|-4.17\|5.16\|5.34\|5.01\|749937;2026-07-08\|4.84\|-4.35\|5.03\|5.05\|4.83\|619963;2026-07-09\|4.92\|1.65\|4.84\|4.95\|4.64\|671854;2026-07-10\|4.84\|-1.63\|4.93\|5.00\|4.84\|699985;2026-07-13\|4.49\|-7.23\|4.76\|4.76\|4.48\|595010;2026-07-14\|4.75\|5.79\|4.54\|4.75\|4.42\|642187;2026-07-15\|4.58\|-3.58\|4.73\|4.74\|4.55\|536898;2026-07-16\|4.49\|-1.97\|4.48\|4.58\|4.45\|385370;2026-07-17\|4.30\|-4.23\|4.44\|4.46\|4.24\|465463;2026-07-20\|4.24\|-1.40\|4.32\|4.37\|4.18\|397419;2026-07-21\|4.38\|3.30\|4.24\|4.40\|4.02\|546277;2026-07-22\|4.35\|-0.68\|4.35\|4.49\|4.31\|491633;2026-07-23\|4.53\|4.14\|4.33\|4.55\|4.30\|572925;2026-07-24\|4.26\|-5.96\|4.39\|4.41\|4.26\|477875;2026-07-27\|4.38\|2.82\|4.31\|4.38\|4.27\|328360;2026-07-28\|4.36\|-0.46\|4.31\|4.40\|4.28\|258767;2026-07-29\|4.46\|2.29\|4.36\|4.47\|4.28\|398679;2026-07-30\|4.34\|-2.69\|4.42\|4.50\|4.30\|413956;2026-07-31\|4.45\|2.53\|4.40\|4.48\|4.38\|436099;2026-08-03\|4.54\|2.02\|4.43\|4.54\|4.41\|427190;2026-08-04\|4.65\|2.42\|4.56\|4.66\|4.53\|415812;2026-08-05\|5.12\|10.11\|4.77\|5.12\|4.70\|785022;2026-08-06\|5.18\|1.17\|5.29\|5.44\|5.06\|1782704;2026-08-07\|5.30\|2.32\|5.14\|5.39\|5.04\|1378534;2026-08-10\|5.29\|-0.19\|5.28\|5.34\|5.15\|972351;2026-08-11\|5.14\|-2.84\|5.24\|5.39\|5.14\|889313;2026-08-12\|5.20\|1.17\|5.18\|5.23\|5.09\|593526;2026-08-13\|5.01\|-3.65\|5.22\|5.25\|5.01\|654446;2026-08-14\|4.98\|-0.60\|5.00\|5.05\|4.91\|421733;2026-08-17\|5.14\|3.21\|5.09\|5.15\|5.02\|492043;2026-08-18\|5.08\|-1.17\|5.20\|5.24\|5.02\|476064;2026-08-19\|4.88\|-3.94\|4.95\|5.00\|4.85\|421237;2026-08-20\|4.93\|1.02\|4.96\|5.07\|4.88\|383852;2026-08-21\|5.14\|4.26\|4.90\|5.15\|4.87\|696465;2026-08-24\|5.29\|2.92\|5.24\|5.38\|5.17\|1251971;2026-08-25\|5.13\|-3.02\|5.22\|5.30\|5.05\|848301;2026-08-26\|5.25\|2.34\|5.13\|5.33\|5.12\|918292;2026-08-27\|5.31\|1.14\|5.18\|5.33\|5.16\|880100;2026-08-28\|5.30\|-0.19\|5.21\|5.34\|5.13\|936104;2026-08-31\|5.17\|-2.45\|5.13\|5.19\|5.02\|614898;2026-09-01\|5.28\|2.13\|5.33\|5.44\|5.25\|774425;2026-09-02\|5.14\|-2.65\|5.16\|5.20\|4.98\|732379;2026-09-03\|5.11\|-0.58\|5.18\|5.19\|5.08\|424173;2026-09-04\|4.95\|-3.13\|5.17\|5.17\|4.91\|661454;2026-09-07\|4.91\|-0.81\|4.91\|4.93\|4.85\|327571;2026-09-08\|5.08\|3.46\|4.97\|5.17\|4.94\|706042;2026-09-09\|5.12\|0.79\|5.10\|5.25\|5.06\|626913;2026-09-10\|5.04\|-1.56\|5.12\|5.16\|5.04\|385021;2026-09-11\|4.77\|-5.36\|4.88\|4.90\|4.62\|706737
117597	SK海力士尝试“以钼代钨”	黄金+稀散金属+江西铜业+国企行业原因： 1、据上海证券报1月28日报道，特朗普表示对美元下跌不感到担心，美元指数跌穿四年新低，金价应声突破5200美元/盎司再创纪录。 2、证券时报1月21日指出，全球地缘风险升温叠加央行持续购金，美元信用弱化主线强化，有机构上调金价预期至7100美元。公司原因： 1、据2026年1月28日人民财讯，现货黄金站上5200美元/盎司，贵金属板块延续强势，恒邦股份涨停。 2、据2025年11月13日机构调研，公司具备年产黄金98.33吨、白银1000吨、电解铜25万吨、硫酸130万吨能力，2025年前三季度营收764.44亿元、归母净利5.62亿元，黄金冶炼为核心盈利业务。 3、据2025年11月7日互动易，公司生产锑、铋、碲、砷、硒等稀散金属，2025年上半年相关营收4.47亿元，毛利率47.82%，显著高于整体水平，金属价格上涨直接增厚利润。 4、据公司公告，控股股东为江西铜业股份有限公司，最终控制人为江西省国有资产监督管理委员会。	中国黄金销售收入十大企业，中国黄金十大冶炼企业第一名	2026-05-08\|17.14\|0.41\|16.95\|17.50\|16.87\|342323;2026-05-11\|16.98\|-0.93\|17.10\|17.19\|16.76\|328981;2026-05-12\|16.66\|-1.88\|17.27\|17.34\|16.66\|280155;2026-05-13\|16.69\|0.18\|16.80\|16.93\|16.52\|222800;2026-05-14\|16.12\|-3.42\|16.60\|16.66\|16.12\|283303;2026-05-15\|15.23\|-5.52\|15.98\|16.02\|15.07\|369333;2026-05-18\|14.86\|-2.43\|14.85\|15.02\|14.68\|255323;2026-05-19\|14.61\|-1.68\|14.90\|14.92\|14.30\|231556;2026-05-20\|14.36\|-1.71\|14.44\|14.48\|14.04\|226843;2026-05-21\|13.90\|-3.20\|14.60\|14.88\|13.86\|250490;2026-05-22\|14.35\|3.24\|13.96\|14.50\|13.84\|195619;2026-05-25\|14.36\|0.07\|14.55\|14.74\|14.26\|192836;2026-05-26\|14.53\|1.18\|14.22\|14.55\|14.00\|280747;2026-05-27\|13.76\|-5.30\|14.48\|14.48\|13.67\|326329;2026-05-28\|13.63\|-0.94\|13.51\|13.80\|13.30\|231808;2026-05-29\|13.46\|-1.25\|13.85\|14.30\|13.37\|210269;2026-06-01\|13.57\|0.82\|13.40\|13.72\|13.36\|160358;2026-06-02\|13.83\|1.92\|13.56\|13.90\|13.32\|183630;2026-06-03\|13.90\|0.51\|13.68\|14.12\|13.57\|222944;2026-06-04\|13.48\|-2.11\|13.70\|13.77\|13.31\|191085;2026-06-05\|13.26\|-1.63\|13.41\|13.58\|13.21\|184030;2026-06-08\|12.60\|-4.98\|12.72\|13.03\|12.39\|236871;2026-06-09\|12.58\|-0.16\|12.68\|12.77\|12.31\|190733;2026-06-10\|12.21\|-2.94\|12.26\|12.33\|12.00\|219154;2026-06-11\|12.29\|0.66\|12.03\|12.52\|12.02\|173154;2026-06-12\|13.01\|5.86\|12.59\|13.25\|12.49\|305399;2026-06-15\|13.64\|4.84\|13.39\|13.65\|13.24\|317927;2026-06-16\|13.65\|0.07\|13.55\|13.77\|13.41\|219542;2026-06-17\|14.51\|6.30\|13.64\|14.74\|13.64\|475555;2026-06-18\|14.43\|-0.55\|14.51\|14.99\|14.16\|360461;2026-06-22\|15.52\|7.55\|14.42\|15.54\|14.40\|511580;2026-06-23\|13.98\|-9.92\|15.60\|15.60\|13.97\|522618;2026-06-24\|14.16\|1.29\|13.99\|14.24\|13.65\|343125;2026-06-25\|13.72\|-3.11\|13.85\|14.31\|13.50\|307875;2026-06-26\|13.19\|-3.86\|13.94\|14.03\|13.08\|303491;2026-06-29\|14.51\|10.01\|13.20\|14.51\|13.20\|368406;2026-06-30\|14.69\|1.24\|14.37\|15.18\|13.97\|574271;2026-07-01\|14.32\|-2.52\|14.67\|14.77\|14.22\|317172;2026-07-02\|13.71\|-4.26\|14.51\|14.51\|13.67\|514798;2026-07-03\|13.73\|0.15\|14.13\|14.21\|13.69\|610714;2026-07-06\|13.30\|-3.13\|13.59\|14.24\|13.28\|439436;2026-07-07\|12.76\|-4.06\|13.02\|13.14\|12.72\|314100;2026-07-08\|12.84\|0.63\|12.74\|13.26\|12.50\|245747;2026-07-09\|12.93\|0.70\|12.52\|12.99\|12.48\|216576;2026-07-10\|12.84\|-0.70\|12.96\|13.18\|12.66\|229888;2026-07-13\|12.34\|-3.89\|12.80\|12.80\|12.32\|196764;2026-07-14\|12.75\|3.32\|12.22\|12.79\|12.14\|216602;2026-07-15\|12.70\|-0.39\|12.82\|12.98\|12.46\|294854;2026-07-16\|12.64\|-0.47\|12.62\|12.91\|12.53\|193781;2026-07-17\|12.21\|-3.40\|12.51\|12.58\|12.20\|225173;2026-07-20\|12.33\|0.98\|12.24\|12.52\|12.05\|244833;2026-07-21\|12.89\|4.54\|12.36\|12.91\|12.35\|315939;2026-07-22\|13.12\|1.78\|13.00\|13.33\|12.93\|413140;2026-07-23\|13.24\|0.91\|13.11\|13.38\|12.95\|285863;2026-07-24\|12.51\|-5.51\|12.63\|12.95\|12.50\|230503;2026-07-27\|12.92\|3.28\|12.75\|12.94\|12.67\|189874;2026-07-28\|12.81\|-0.85\|12.67\|12.82\|12.60\|139398;2026-07-29\|13.21\|3.12\|12.78\|13.36\|12.67\|220136;2026-07-30\|13.09\|-0.91\|13.30\|13.55\|12.96\|233322;2026-07-31\|13.41\|2.44\|13.16\|13.55\|13.16\|252038;2026-08-03\|13.30\|-0.82\|13.32\|13.38\|13.07\|166008;2026-08-04\|13.39\|0.68\|13.33\|13.49\|13.23\|143145;2026-08-05\|13.98\|4.41\|13.50\|13.99\|13.31\|329969;2026-08-06\|13.90\|-0.57\|14.33\|14.40\|13.77\|471258;2026-08-07\|14.25\|2.52\|13.90\|14.28\|13.75\|366113;2026-08-10\|14.73\|3.37\|14.32\|14.82\|14.13\|405952;2026-08-11\|14.15\|-3.94\|14.92\|15.09\|14.15\|416064;2026-08-12\|14.25\|0.71\|14.27\|14.44\|14.10\|242979;2026-08-13\|13.73\|-3.65\|14.34\|14.39\|13.67\|276455;2026-08-14\|13.74\|0.07\|13.61\|13.84\|13.52\|145973;2026-08-17\|14.45\|5.17\|13.99\|14.49\|13.89\|319721;2026-08-18\|14.54\|0.62\|14.45\|14.82\|14.30\|279633;2026-08-19\|14.32\|-1.51\|14.21\|14.63\|14.18\|246668;2026-08-20\|15.00\|4.75\|14.90\|15.48\|14.76\|509459;2026-08-21\|15.45\|3.00\|15.11\|15.56\|14.91\|534529;2026-08-24\|15.19\|-1.68\|15.75\|15.79\|14.93\|699238;2026-08-25\|14.89\|-1.98\|15.40\|15.45\|14.64\|461528;2026-08-26\|14.92\|0.20\|14.90\|15.45\|14.83\|411359;2026-08-27\|15.36\|2.95\|14.79\|15.60\|14.77\|545651;2026-08-28\|15.61\|1.63\|15.29\|15.70\|15.04\|433439;2026-08-31\|15.04\|-3.65\|14.78\|15.07\|14.46\|506356;2026-09-01\|15.08\|0.27\|15.05\|15.39\|14.91\|307523;2026-09-02\|15.00\|-0.53\|14.79\|15.13\|14.19\|385639;2026-09-03\|15.21\|1.40\|15.19\|15.36\|15.13\|256872;2026-09-04\|14.96\|-1.64\|15.41\|15.44\|14.86\|235816;2026-09-07\|14.50\|-3.07\|14.88\|14.89\|14.50\|241968;2026-09-08\|14.70\|1.38\|14.66\|14.92\|14.57\|217764;2026-09-09\|14.97\|1.84\|14.67\|15.04\|14.61\|259562;2026-09-10\|14.68\|-1.94\|14.91\|14.99\|14.61\|189481;2026-09-11\|14.12\|-3.81\|14.24\|14.33\|13.71\|309939
117596	生猪企业新设产能调减目标时限提前	涨停揭秘：猪价止跌企稳叠加产能去化加速，市场博弈养殖板块反转预期；涨停缘由：2026年3月生猪均价环比上涨5.2%，能繁母猪存栏连续5个月下降，行业产能去化趋势确立；公司为自育自繁自养模式龙头，成本优势显著，有望率先受益于周期上行；资金逻辑：主力资金低位吸筹，散户跟风明显，资金提前布局养殖板块左侧机会，押注下半年供需格局改善；风险提示：猪价反弹持续性存疑，疫病风险及饲料成本波动仍构成不确定性；公司资产负债率较高，财务压力未完全缓解	国内自育自繁自养的生猪养殖龙头	2026-05-08\|43.51\|-1.27\|44.25\|44.57\|43.41\|317240;2026-05-11\|44.32\|1.86\|43.85\|45.10\|43.20\|643788;2026-05-12\|42.93\|-3.14\|44.30\|44.31\|42.81\|545877;2026-05-13\|42.38\|-1.28\|42.79\|43.08\|42.30\|388947;2026-05-14\|42.63\|0.59\|42.50\|43.57\|42.46\|589978;2026-05-15\|42.50\|-0.30\|42.67\|43.13\|41.70\|451388;2026-05-18\|40.43\|-4.87\|42.30\|42.33\|40.23\|744066;2026-05-19\|40.30\|-0.32\|40.88\|41.05\|39.58\|436406;2026-05-20\|39.54\|-1.89\|39.99\|40.36\|39.44\|367081;2026-05-21\|39.49\|-0.13\|39.77\|40.66\|39.40\|385355;2026-05-22\|38.84\|-1.65\|39.80\|39.94\|38.65\|452702;2026-05-25\|38.44\|-1.03\|38.80\|39.28\|38.08\|380326;2026-05-26\|38.71\|0.70\|38.43\|38.86\|38.09\|359237;2026-05-27\|37.76\|-1.38\|38.21\|38.25\|37.50\|410502;2026-05-28\|37.05\|-1.88\|37.59\|37.73\|36.75\|413558;2026-05-29\|38.07\|2.75\|37.06\|38.58\|36.75\|555510;2026-06-01\|37.82\|-0.66\|37.99\|38.34\|37.25\|387114;2026-06-02\|36.76\|-2.80\|37.82\|37.94\|36.60\|543703;2026-06-03\|36.20\|-1.52\|36.76\|36.82\|35.80\|538827;2026-06-04\|35.13\|-2.96\|36.19\|36.65\|35.06\|575119;2026-06-05\|35.06\|-0.20\|35.13\|35.63\|34.85\|391703;2026-06-08\|34.15\|-2.60\|34.83\|35.57\|33.85\|488860;2026-06-09\|34.23\|0.23\|34.16\|34.35\|33.78\|323075;2026-06-10\|34.43\|0.58\|33.95\|34.91\|33.88\|381830;2026-06-11\|34.16\|-0.78\|34.44\|34.67\|33.88\|363985;2026-06-12\|34.86\|2.05\|34.22\|35.15\|33.75\|600765;2026-06-15\|35.28\|1.20\|35.00\|35.63\|34.61\|455041;2026-06-16\|35.05\|-0.65\|35.06\|35.27\|34.72\|353606;2026-06-17\|34.66\|-1.11\|34.95\|35.00\|34.19\|384011;2026-06-18\|33.63\|-2.97\|34.76\|34.93\|33.52\|623145;2026-06-22\|33.95\|0.95\|33.46\|34.19\|32.99\|541482;2026-06-23\|33.02\|-2.74\|34.18\|35.04\|33.00\|658904;2026-06-24\|32.53\|-1.48\|33.04\|33.20\|32.35\|389128;2026-06-25\|32.36\|-0.52\|32.20\|32.78\|31.81\|441740;2026-06-26\|33.56\|3.71\|33.03\|34.60\|32.38\|1048548;2026-06-29\|35.99\|7.24\|33.60\|36.14\|33.11\|1393660;2026-06-30\|34.99\|-2.78\|35.35\|35.93\|34.70\|816863;2026-07-01\|36.98\|5.69\|35.00\|38.12\|34.52\|1186982;2026-07-02\|37.35\|1.00\|36.64\|37.95\|36.40\|970327;2026-07-03\|36.90\|-1.20\|37.25\|38.06\|36.28\|743518;2026-07-06\|38.68\|4.82\|37.50\|38.99\|37.31\|1008463;2026-07-07\|38.49\|-0.49\|38.50\|38.94\|37.74\|839641;2026-07-08\|36.80\|-4.39\|38.00\|38.34\|36.79\|722925;2026-07-09\|37.11\|0.84\|36.95\|37.60\|36.40\|630356;2026-07-10\|38.14\|2.78\|36.74\|38.46\|36.01\|862208;2026-07-13\|38.55\|1.07\|37.45\|39.19\|37.35\|841823;2026-07-14\|38.08\|-1.22\|38.30\|38.36\|37.52\|553136;2026-07-15\|39.65\|4.12\|37.71\|40.10\|37.68\|845419;2026-07-16\|40.90\|3.15\|39.87\|41.27\|39.67\|979148;2026-07-17\|39.83\|-2.62\|40.91\|41.55\|39.21\|910829;2026-07-20\|40.61\|1.96\|39.28\|40.84\|38.42\|832818;2026-07-21\|39.42\|-2.93\|40.02\|40.87\|39.13\|765844;2026-07-22\|39.44\|0.05\|39.00\|40.05\|38.61\|647223;2026-07-23\|39.70\|0.66\|38.96\|40.16\|38.47\|611602;2026-07-24\|38.68\|-2.57\|39.48\|40.00\|38.61\|408040;2026-07-27\|39.33\|1.68\|38.67\|39.50\|38.51\|372637;2026-07-28\|39.30\|-0.08\|39.10\|39.54\|38.86\|408220;2026-07-29\|38.88\|-1.07\|39.30\|39.85\|38.61\|536829;2026-07-30\|39.92\|2.67\|38.78\|40.30\|38.56\|793583;2026-07-31\|39.26\|-1.65\|39.00\|39.33\|38.75\|678989;2026-08-03\|38.93\|-0.84\|39.20\|39.90\|38.83\|566758;2026-08-04\|38.02\|-2.34\|38.90\|38.92\|37.88\|648053;2026-08-05\|38.36\|0.89\|37.64\|38.67\|37.63\|508767;2026-08-06\|38.37\|0.03\|38.40\|38.60\|37.80\|411074;2026-08-07\|38.47\|0.26\|38.20\|38.90\|37.92\|470812;2026-08-10\|40.24\|4.60\|38.84\|40.30\|38.80\|909878;2026-08-11\|40.11\|-0.32\|40.26\|40.79\|40.00\|498983;2026-08-12\|39.93\|-0.45\|40.00\|40.44\|39.82\|370196;2026-08-13\|40.15\|0.55\|39.95\|40.36\|39.57\|385346;2026-08-14\|39.29\|-2.14\|40.00\|40.10\|39.03\|441048;2026-08-17\|39.29\|0.00\|39.60\|40.04\|38.91\|449775;2026-08-18\|39.93\|1.63\|39.35\|40.14\|39.29\|594923;2026-08-19\|38.84\|-2.73\|40.12\|40.18\|38.80\|504629;2026-08-20\|39.82\|2.52\|38.83\|39.90\|38.77\|509422;2026-08-21\|39.07\|-1.88\|39.56\|39.92\|39.03\|368900;2026-08-24\|38.83\|-0.61\|38.82\|38.94\|38.20\|403706;2026-08-25\|39.93\|2.83\|38.76\|39.98\|38.62\|535318;2026-08-26\|39.99\|0.15\|39.62\|40.35\|39.58\|324501;2026-08-27\|40.80\|2.03\|39.71\|40.97\|39.61\|471490;2026-08-28\|41.68\|2.16\|40.77\|41.85\|40.21\|530763;2026-08-31\|42.31\|1.51\|41.94\|42.65\|41.91\|633480;2026-09-01\|42.40\|0.21\|42.09\|42.78\|42.06\|440755;2026-09-02\|42.03\|-0.87\|42.30\|42.61\|41.95\|303217;2026-09-03\|42.08\|0.12\|41.98\|42.30\|41.71\|267871;2026-09-04\|43.97\|4.49\|42.10\|44.39\|41.86\|767895;2026-09-07\|43.91\|-0.14\|43.84\|44.05\|43.41\|450249;2026-09-08\|43.23\|-1.55\|43.79\|43.88\|43.10\|389317;2026-09-09\|43.25\|0.05\|43.10\|43.36\|42.87\|285243;2026-09-10\|42.22\|-2.38\|43.18\|43.46\|42.09\|401372;2026-09-11\|42.18\|-0.09\|42.01\|42.46\|41.85\|308883
117595	生猪企业新设产能调减目标时限提前	生猪养殖+成本下降+战略转型行业原因：据五矿期货6月29日研报，周末国内猪价主流上涨，大猪阶段性断档导致供应偏紧，部分养殖端挺价惜售，下游被迫抬价收购，带动猪价上行。公司原因： 1、据2026年6月10日投资者关系活动记录，公司商品肥猪养殖成本已降至5.9元/斤以内，其中最佳标杆基地约5.5元/斤，成本优势凸显。 2、据2026年6月10日投资者关系活动记录，公司战略重心从“规模扩张”升级为“高质量发展”，确立“科技驱动、数智赋能、可持续发展”方略，挑战“33头PSY、5.5元/斤完全成本”极限目标。 3、据2026年6月10日投资者关系活动记录，2026年5月公司PSY为30以上、标准商品肥猪料肉比为2.45以内，生产指标保持行业领先。	生猪养殖为主的大型畜禽养殖企业，其他养殖业务产品包括黄羽鸡	2026-05-08\|18.66\|-1.43\|18.88\|19.33\|18.41\|160505;2026-05-11\|19.12\|2.47\|18.69\|19.62\|18.42\|276414;2026-05-12\|18.46\|-3.45\|19.13\|19.18\|18.46\|131422;2026-05-13\|17.83\|-3.41\|18.41\|18.64\|17.80\|169450;2026-05-14\|18.93\|6.17\|17.84\|19.39\|17.83\|325923;2026-05-15\|18.03\|-4.75\|18.80\|18.84\|17.96\|232431;2026-05-18\|17.28\|-4.16\|17.88\|18.03\|17.11\|190512;2026-05-19\|17.50\|1.27\|17.28\|17.56\|16.62\|216647;2026-05-20\|17.15\|-2.00\|17.34\|17.95\|16.93\|150315;2026-05-21\|16.89\|-1.52\|17.07\|17.40\|16.84\|123005;2026-05-22\|16.65\|-1.42\|17.09\|17.30\|16.58\|128642;2026-05-25\|16.60\|-0.30\|16.45\|16.84\|16.10\|106187;2026-05-26\|16.66\|0.36\|16.50\|16.82\|16.42\|104936;2026-05-27\|16.08\|-3.48\|16.60\|16.66\|16.00\|129413;2026-05-28\|15.76\|-1.99\|16.05\|16.10\|15.50\|128211;2026-05-29\|15.86\|0.63\|15.76\|16.16\|15.57\|120099;2026-06-01\|16.02\|1.01\|15.75\|16.15\|15.56\|93919;2026-06-02\|15.46\|-3.50\|15.92\|15.98\|15.43\|109603;2026-06-03\|15.62\|1.03\|15.47\|15.65\|14.98\|117559;2026-06-04\|14.95\|-4.29\|15.51\|15.66\|14.95\|93779;2026-06-05\|14.52\|-2.88\|14.88\|15.06\|14.41\|106879;2026-06-08\|14.01\|-3.51\|14.10\|14.84\|13.99\|106971;2026-06-09\|13.79\|-1.57\|14.05\|14.12\|13.61\|97994;2026-06-10\|14.09\|2.18\|13.90\|14.65\|13.77\|145764;2026-06-11\|13.90\|-1.35\|14.00\|14.25\|13.73\|98300;2026-06-12\|14.12\|1.58\|13.76\|14.20\|13.54\|95885;2026-06-15\|14.20\|0.57\|14.14\|14.45\|13.95\|87432;2026-06-16\|14.24\|0.28\|14.20\|14.34\|13.96\|81480;2026-06-17\|13.99\|-1.76\|14.20\|14.26\|13.85\|80353;2026-06-18\|13.65\|-2.43\|13.96\|14.00\|13.65\|75049;2026-06-22\|13.80\|1.10\|13.57\|13.83\|13.16\|119042;2026-06-23\|13.78\|-0.14\|13.88\|14.25\|13.77\|107084;2026-06-24\|13.18\|-4.35\|13.78\|13.88\|13.16\|103785;2026-06-25\|12.92\|-1.97\|13.03\|13.28\|12.67\|98372;2026-06-26\|13.23\|2.40\|13.01\|13.80\|12.75\|180922;2026-06-29\|14.55\|9.98\|13.19\|14.55\|13.11\|190707;2026-06-30\|14.80\|1.72\|14.50\|14.98\|14.24\|239570;2026-07-01\|15.45\|4.39\|14.94\|15.77\|14.61\|208084;2026-07-02\|14.95\|-3.11\|15.46\|15.62\|14.71\|186446;2026-07-03\|15.21\|1.74\|14.85\|15.30\|14.59\|150841;2026-07-06\|16.73\|9.99\|15.71\|16.73\|15.42\|352495;2026-07-07\|16.65\|-0.48\|16.90\|17.43\|16.40\|381267;2026-07-08\|15.57\|-6.49\|16.68\|16.79\|15.55\|280361;2026-07-09\|15.38\|-1.22\|15.45\|15.82\|15.18\|214190;2026-07-10\|15.65\|1.76\|15.06\|16.00\|15.05\|206533;2026-07-13\|15.53\|-0.77\|15.44\|15.96\|15.38\|194416;2026-07-14\|15.37\|-1.03\|15.36\|15.59\|15.06\|135755;2026-07-15\|15.82\|2.93\|15.24\|16.26\|15.24\|229743;2026-07-16\|15.87\|0.32\|15.60\|16.36\|15.52\|238912;2026-07-17\|15.13\|-4.66\|15.66\|15.99\|15.10\|182740;2026-07-20\|15.27\|0.93\|14.96\|15.48\|14.65\|189679;2026-07-21\|14.70\|-3.73\|15.09\|15.20\|14.58\|193376;2026-07-22\|14.91\|1.43\|14.60\|15.18\|14.52\|163935;2026-07-23\|15.03\|0.80\|14.77\|15.06\|14.55\|114115;2026-07-24\|14.52\|-3.39\|14.94\|15.16\|14.50\|93912;2026-07-27\|14.82\|2.07\|14.52\|14.98\|14.30\|92134;2026-07-28\|14.84\|0.14\|14.78\|15.08\|14.72\|73603;2026-07-29\|14.86\|0.13\|14.78\|14.94\|14.68\|86134;2026-07-30\|14.90\|0.27\|14.79\|15.28\|14.75\|136031;2026-07-31\|14.59\|-2.08\|14.72\|15.00\|14.45\|197578;2026-08-03\|14.48\|-0.75\|14.68\|14.98\|14.36\|221357;2026-08-04\|14.58\|0.69\|14.50\|14.65\|14.23\|139058;2026-08-05\|14.95\|2.54\|14.56\|15.30\|14.56\|240914;2026-08-06\|14.96\|0.07\|14.95\|15.06\|14.66\|142253;2026-08-07\|15.02\|0.40\|14.90\|15.12\|14.73\|159268;2026-08-10\|15.47\|3.00\|15.23\|15.70\|15.18\|248673;2026-08-11\|15.27\|-1.29\|15.35\|15.55\|15.24\|136181;2026-08-12\|15.34\|0.46\|15.28\|15.59\|15.09\|157114;2026-08-13\|15.32\|-0.13\|15.30\|15.45\|15.08\|130814;2026-08-14\|14.52\|-5.22\|15.40\|15.40\|14.44\|232582;2026-08-17\|14.76\|1.65\|14.54\|14.98\|14.45\|141302;2026-08-18\|14.86\|0.68\|14.77\|15.21\|14.76\|209597;2026-08-19\|13.87\|-6.66\|14.80\|14.86\|13.79\|265500;2026-08-20\|14.36\|3.53\|13.83\|14.42\|13.80\|185856;2026-08-21\|14.35\|-0.07\|14.23\|14.50\|14.14\|111729;2026-08-24\|14.23\|-0.84\|14.24\|14.35\|13.90\|108297;2026-08-25\|14.72\|3.44\|14.15\|14.74\|14.06\|151345;2026-08-26\|14.80\|0.54\|14.59\|14.90\|14.59\|109179;2026-08-27\|15.14\|2.30\|14.76\|15.20\|14.76\|133258;2026-08-28\|15.20\|0.40\|15.14\|15.27\|14.85\|97235;2026-08-31\|15.24\|0.26\|15.34\|15.55\|15.21\|128403;2026-09-01\|15.42\|1.18\|15.27\|15.57\|15.17\|112866;2026-09-02\|15.10\|-2.08\|15.47\|15.50\|15.03\|99471;2026-09-03\|15.17\|0.46\|15.20\|15.26\|14.97\|86546;2026-09-04\|16.19\|6.72\|15.10\|16.45\|15.05\|273184;2026-09-07\|16.26\|0.43\|16.10\|16.36\|15.87\|179037;2026-09-08\|16.04\|-1.35\|16.26\|16.40\|15.96\|123836;2026-09-09\|16.24\|1.25\|15.98\|16.25\|15.96\|121119;2026-09-10\|15.72\|-3.20\|16.08\|16.28\|15.70\|112575;2026-09-11\|15.61\|-0.70\|15.65\|15.72\|15.38\|95609
117594	康宁发布光学互连组件“玻璃桥”	玻璃基板+芯片封装+显示面板行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月29日财闻报道，康宁公司发布玻璃基光互连方案Glass Bridge，有效解决CPO量产中的耦合良率与信号损耗问题，确立其作为高速光模块关键基材的地位，带动玻璃基板概念热度提升；据上证报2026年6月28日报道，彩虹股份作为上游材料环节主要提供高世代无碱玻璃原片及超薄玻璃材料。 2、据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破；但据2026年6月18日公告，相关产品尚处于研发阶段，没有产品进入半导体封装相关领域的测试。 3、公司是国内首家具备G8.5+基板玻璃量产供应能力的企业，主营业务为基板玻璃与显示面板的研发、生产与销售，形成了“面板+基板”上下游产业联动布局，显示面板产品涵盖32至100寸电视显示屏。	此前美国认定公司自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-05-08\|8.88\|-1.77\|8.96\|9.04\|8.56\|2133496;2026-05-11\|9.15\|3.04\|9.03\|9.44\|8.87\|2217608;2026-05-12\|9.50\|3.83\|9.31\|9.83\|9.11\|2054861;2026-05-13\|10.45\|10.00\|9.22\|10.45\|9.20\|1054847;2026-05-14\|10.77\|3.06\|10.52\|11.18\|10.11\|2991052;2026-05-15\|10.69\|-0.74\|10.69\|11.72\|10.64\|2550174;2026-05-18\|10.87\|1.68\|10.26\|10.97\|10.26\|1756205;2026-05-19\|10.35\|-4.78\|10.77\|10.77\|9.82\|1637962;2026-05-20\|10.39\|0.39\|10.25\|10.64\|10.05\|1548063;2026-05-21\|11.42\|9.91\|11.43\|11.43\|11.30\|1931377;2026-05-22\|11.10\|-2.80\|10.93\|11.43\|10.57\|2684439;2026-05-25\|11.60\|4.50\|11.10\|11.88\|10.77\|2530216;2026-05-26\|11.88\|2.41\|11.20\|12.19\|11.20\|2706643;2026-05-27\|11.93\|0.42\|11.96\|12.83\|11.60\|2766716;2026-05-28\|10.86\|-8.97\|11.30\|11.40\|10.85\|2345054;2026-05-29\|9.77\|-10.04\|10.78\|10.86\|9.77\|2002349;2026-06-01\|9.88\|1.13\|9.77\|10.59\|9.76\|1788491;2026-06-02\|10.09\|2.13\|9.85\|10.15\|9.43\|1538447;2026-06-03\|10.42\|3.27\|10.10\|10.60\|9.96\|1863791;2026-06-04\|10.95\|5.09\|10.30\|11.18\|10.21\|2299888;2026-06-05\|11.71\|6.94\|10.85\|12.05\|10.40\|3947578;2026-06-08\|11.76\|0.43\|11.37\|12.39\|10.92\|3600412;2026-06-09\|12.45\|5.87\|11.86\|12.62\|11.30\|3014159;2026-06-10\|11.33\|-9.00\|12.01\|12.18\|11.23\|2623868;2026-06-11\|10.61\|-6.35\|11.21\|11.21\|10.38\|2214231;2026-06-12\|9.86\|-7.07\|10.75\|10.88\|9.82\|2164996;2026-06-15\|10.47\|6.19\|10.02\|10.73\|9.90\|1743200;2026-06-16\|11.51\|9.93\|10.50\|11.52\|10.50\|2519502;2026-06-17\|12.66\|9.99\|11.34\|12.66\|11.32\|2157327;2026-06-18\|11.71\|-7.50\|12.34\|12.46\|11.47\|3415353;2026-06-22\|12.40\|5.89\|12.29\|12.80\|12.20\|2687536;2026-06-23\|13.64\|10.00\|12.68\|13.64\|12.34\|3680392;2026-06-24\|13.53\|-0.81\|13.00\|14.14\|13.00\|3927718;2026-06-25\|13.63\|1.26\|13.79\|14.27\|13.25\|3048125;2026-06-26\|13.96\|2.42\|13.64\|14.91\|13.63\|3171667;2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987;2026-07-13\|10.76\|-9.96\|11.42\|12.02\|10.76\|1757850;2026-07-14\|11.28\|4.83\|10.76\|11.43\|10.72\|1733334;2026-07-15\|10.62\|-5.85\|11.46\|11.50\|10.52\|1406392;2026-07-16\|9.98\|-6.03\|10.49\|10.61\|9.87\|1238310;2026-07-17\|9.50\|-4.81\|9.88\|10.05\|9.34\|1293761;2026-07-20\|8.55\|-10.00\|9.75\|9.78\|8.55\|1316788;2026-07-21\|9.25\|8.19\|8.65\|9.28\|7.88\|1809427;2026-07-22\|9.07\|-1.95\|9.05\|9.47\|8.99\|1342720;2026-07-23\|9.02\|-0.55\|9.27\|9.39\|8.93\|1129075;2026-07-24\|8.68\|-3.77\|8.76\|9.09\|8.55\|891335;2026-07-27\|9.11\|4.95\|8.65\|9.14\|8.46\|1004772;2026-07-28\|8.60\|-5.60\|8.90\|9.19\|8.50\|914876;2026-07-29\|8.29\|-3.60\|8.55\|8.65\|7.95\|1225043;2026-07-30\|7.73\|-6.76\|8.25\|8.35\|7.65\|1055534;2026-07-31\|7.80\|0.91\|8.18\|8.38\|7.78\|1269945;2026-08-03\|7.76\|-0.51\|7.75\|7.87\|7.63\|813964;2026-08-04\|8.32\|7.22\|7.91\|8.37\|7.80\|1235830;2026-08-05\|8.91\|7.09\|8.28\|9.03\|8.25\|1445100;2026-08-06\|9.18\|3.03\|8.74\|9.30\|8.70\|1452450;2026-08-07\|9.48\|3.27\|9.20\|9.57\|9.10\|1395224;2026-08-10\|9.31\|-1.79\|9.60\|9.70\|9.11\|1202161;2026-08-11\|9.30\|-0.11\|9.23\|9.53\|9.14\|843298;2026-08-12\|9.34\|0.43\|9.31\|9.38\|9.19\|822413;2026-08-13\|9.15\|-2.03\|9.49\|9.55\|9.14\|864586;2026-08-14\|9.31\|1.75\|9.18\|9.33\|9.14\|691790;2026-08-17\|9.82\|5.48\|9.35\|10.11\|9.29\|1612466;2026-08-18\|10.80\|9.98\|9.87\|10.80\|9.87\|3342006;2026-08-19\|10.35\|-4.17\|10.35\|11.24\|10.25\|3439897;2026-08-20\|9.79\|-5.41\|10.48\|10.63\|9.57\|1992192;2026-08-21\|9.76\|-0.31\|9.61\|10.05\|9.50\|1220563;2026-08-24\|9.24\|-5.33\|9.70\|9.71\|9.01\|1213788;2026-08-25\|9.27\|0.32\|9.08\|9.34\|8.75\|925278;2026-08-26\|9.16\|-1.19\|9.26\|9.34\|9.05\|695912;2026-08-27\|9.51\|3.82\|9.24\|9.54\|9.21\|1047519;2026-08-28\|9.24\|-2.84\|9.45\|9.61\|9.23\|955456;2026-08-31\|9.34\|1.08\|9.06\|9.35\|9.00\|808825;2026-09-01\|8.98\|-3.85\|9.34\|9.37\|8.95\|838148;2026-09-02\|8.81\|-1.89\|8.81\|8.88\|8.72\|572057;2026-09-03\|8.75\|-0.68\|8.87\|8.92\|8.60\|643743;2026-09-04\|8.47\|-3.20\|8.85\|8.94\|8.41\|727935;2026-09-07\|8.73\|3.07\|8.55\|8.85\|8.54\|826811;2026-09-08\|8.61\|-1.37\|8.73\|8.84\|8.56\|642303;2026-09-09\|8.64\|0.35\|8.72\|9.06\|8.58\|923056;2026-09-10\|8.54\|-1.16\|8.53\|8.71\|8.42\|621598;2026-09-11\|8.51\|-0.35\|8.40\|8.58\|8.18\|748433
117593	康宁发布光学互连组件“玻璃桥”	玻璃基板+浮法玻璃+光伏玻璃行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年8月27日互动易，公司正与国内某著名自主芯片科技公司合作研发高性能芯片封装玻璃；据2026年4月23日年报，半导体封装用玻璃基板、TGV玻璃中介层等正成为电子玻璃行业重要发展赛道。 2、据2026年4月23日年报，公司浮法玻璃日熔量16,600吨，光伏玻璃产能13,000吨/日，两大主业产能均位列行业前三，是国内建筑玻璃原片及光伏光电玻璃领域的龙头企业之一。 3、据西部证券2026年6月15日研报，首次覆盖给予“增持”评级，预计2026-2028年归母净利润分别同比增长8%、56%、30%，认为公司成本优势构筑护城河，有望率先受益于行业供需格局改善。	公司拟定增募资不超14.27亿元用于超薄柔性玻璃及玻璃基板项目等项目	2026-05-08\|6.22\|-6.47\|6.57\|6.69\|6.16\|1469166;2026-05-11\|6.56\|5.47\|6.20\|6.66\|6.08\|1392829;2026-05-12\|6.79\|3.51\|6.51\|6.86\|6.34\|1299608;2026-05-13\|6.78\|-0.15\|6.71\|6.86\|6.62\|838192;2026-05-14\|6.70\|-1.18\|6.75\|6.90\|6.60\|783110;2026-05-15\|6.38\|-4.78\|6.69\|6.77\|6.29\|930629;2026-05-18\|6.48\|1.57\|6.32\|6.58\|6.26\|696106;2026-05-19\|6.46\|-0.31\|6.48\|6.60\|6.37\|479016;2026-05-20\|6.36\|-1.55\|6.45\|6.48\|6.20\|607267;2026-05-21\|6.83\|7.39\|6.70\|7.00\|6.70\|1991487;2026-05-22\|6.76\|-1.02\|6.72\|6.83\|6.54\|1694618;2026-05-25\|7.12\|5.33\|6.83\|7.33\|6.73\|1603923;2026-05-26\|7.10\|-0.28\|7.06\|7.33\|7.04\|1306573;2026-05-27\|6.99\|-1.55\|7.02\|7.34\|6.95\|1456564;2026-05-28\|6.95\|-0.57\|6.95\|7.16\|6.85\|1140973;2026-05-29\|6.69\|-3.74\|7.06\|7.18\|6.52\|1418503;2026-06-01\|6.76\|1.05\|6.58\|6.93\|6.57\|1264376;2026-06-02\|6.50\|-3.85\|6.70\|6.75\|6.39\|842576;2026-06-03\|6.19\|-4.77\|6.48\|6.62\|6.15\|989442;2026-06-04\|6.56\|5.98\|6.10\|6.78\|6.01\|1624864;2026-06-05\|7.03\|7.16\|6.49\|7.22\|6.49\|2316250;2026-06-08\|6.78\|-3.56\|6.93\|7.25\|6.74\|2121762;2026-06-09\|7.19\|6.05\|6.89\|7.22\|6.51\|1781479;2026-06-10\|6.60\|-6.78\|7.08\|7.22\|6.52\|1790213;2026-06-11\|6.63\|0.45\|6.46\|6.80\|6.36\|1122482;2026-06-12\|6.51\|-1.81\|6.71\|6.87\|6.33\|1328545;2026-06-15\|7.16\|9.98\|6.55\|7.16\|6.53\|1899988;2026-06-16\|7.88\|10.06\|7.27\|7.88\|7.19\|1574261;2026-06-17\|8.67\|10.03\|8.67\|8.67\|8.67\|650258;2026-06-18\|8.04\|-7.27\|8.59\|8.59\|7.80\|4265516;2026-06-22\|8.37\|4.10\|8.28\|8.58\|8.02\|3139229;2026-06-23\|7.83\|-6.45\|8.16\|8.32\|7.77\|2331372;2026-06-24\|7.62\|-2.68\|7.60\|7.88\|7.43\|1762515;2026-06-25\|8.35\|9.58\|7.85\|8.36\|7.75\|2727856;2026-06-26\|8.93\|6.95\|8.37\|9.19\|8.31\|3724778;2026-06-29\|9.82\|9.97\|9.68\|9.82\|9.55\|830769;2026-06-30\|10.23\|4.18\|9.82\|10.58\|9.36\|4342434;2026-07-01\|9.77\|-4.50\|10.08\|10.17\|9.46\|3014909;2026-07-02\|9.10\|-6.86\|9.15\|9.50\|8.83\|2356539;2026-07-03\|8.42\|-7.47\|8.92\|9.05\|8.38\|2101512;2026-07-06\|7.87\|-6.53\|8.55\|8.63\|7.83\|1673679;2026-07-07\|7.75\|-1.52\|7.78\|8.02\|7.62\|1292619;2026-07-08\|7.25\|-6.45\|7.76\|7.88\|7.20\|1388587;2026-07-09\|7.21\|-0.55\|7.33\|7.65\|6.96\|1468389;2026-07-10\|7.08\|-1.80\|7.30\|7.76\|7.08\|2206256;2026-07-13\|6.74\|-4.80\|6.87\|7.08\|6.70\|1439675;2026-07-14\|6.95\|3.12\|6.74\|6.96\|6.61\|1299662;2026-07-15\|6.55\|-5.76\|6.74\|6.83\|6.51\|1352014;2026-07-16\|6.13\|-6.41\|6.46\|6.54\|6.09\|1209283;2026-07-17\|6.18\|0.82\|6.08\|6.32\|5.98\|1406006;2026-07-20\|5.72\|-7.44\|6.18\|6.24\|5.60\|1412204;2026-07-21\|5.83\|1.92\|5.72\|5.92\|5.48\|1363067;2026-07-22\|5.75\|-1.37\|5.77\|5.86\|5.49\|1419641;2026-07-23\|5.82\|1.22\|5.71\|5.84\|5.70\|745817;2026-07-24\|5.62\|-3.44\|5.73\|5.77\|5.57\|561218;2026-07-27\|5.82\|3.56\|5.62\|5.88\|5.59\|743296;2026-07-28\|5.52\|-5.15\|5.71\|5.80\|5.48\|827368;2026-07-29\|5.58\|1.09\|5.50\|5.60\|5.35\|830253;2026-07-30\|5.42\|-2.87\|5.52\|5.67\|5.33\|812276;2026-07-31\|5.66\|4.43\|5.60\|5.77\|5.59\|1085671;2026-08-03\|5.80\|2.47\|5.60\|5.83\|5.57\|737404;2026-08-04\|5.98\|3.10\|5.84\|6.04\|5.83\|824678;2026-08-05\|5.99\|0.17\|5.96\|6.16\|5.94\|1146711;2026-08-06\|6.03\|0.67\|5.91\|6.10\|5.83\|762464;2026-08-07\|6.13\|1.66\|6.03\|6.20\|5.96\|978428;2026-08-10\|6.07\|-0.98\|6.13\|6.13\|5.93\|694528;2026-08-11\|6.17\|1.65\|6.03\|6.28\|5.98\|837848;2026-08-12\|6.27\|1.62\|6.14\|6.38\|6.11\|828562;2026-08-13\|6.01\|-4.15\|6.28\|6.39\|6.00\|830122;2026-08-14\|6.07\|1.00\|6.04\|6.11\|5.98\|486673;2026-08-17\|6.17\|1.65\|6.08\|6.20\|6.01\|482336;2026-08-18\|6.30\|2.11\|6.15\|6.37\|6.11\|1076015;2026-08-19\|5.88\|-6.67\|6.13\|6.28\|5.86\|894500;2026-08-20\|5.93\|0.85\|5.92\|5.98\|5.87\|429528;2026-08-21\|5.94\|0.17\|5.89\|6.02\|5.78\|497014;2026-08-24\|5.73\|-3.54\|5.91\|5.94\|5.65\|584123;2026-08-25\|5.75\|0.35\|5.68\|5.78\|5.63\|327658;2026-08-26\|5.79\|0.70\|5.75\|5.82\|5.72\|290646;2026-08-27\|5.85\|1.04\|5.78\|5.86\|5.74\|326482;2026-08-28\|5.88\|0.51\|5.85\|5.95\|5.80\|452096;2026-08-31\|5.76\|-2.04\|5.85\|5.93\|5.69\|527933;2026-09-01\|5.67\|-1.56\|5.77\|5.81\|5.65\|452761;2026-09-02\|5.82\|2.65\|5.62\|5.90\|5.48\|852368;2026-09-03\|5.83\|0.17\|5.79\|6.05\|5.72\|808684;2026-09-04\|5.81\|-0.34\|5.89\|6.08\|5.77\|1114540;2026-09-07\|5.91\|1.72\|5.82\|5.99\|5.77\|593733;2026-09-08\|5.78\|-2.20\|5.89\|5.95\|5.75\|584821;2026-09-09\|5.79\|0.17\|5.80\|5.93\|5.77\|563705;2026-09-10\|5.75\|-0.69\|5.74\|5.83\|5.70\|337726;2026-09-11\|5.68\|-1.22\|5.71\|5.75\|5.55\|476983
117592	美光业绩超预期股价大涨	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头，主营Flash及DRAM存储器	2026-05-08\|479.99\|-0.69\|474.64\|485.00\|472.67\|191975;2026-05-11\|556.66\|15.97\|528.00\|564.95\|515.00\|269581;2026-05-12\|561.64\|0.89\|547.17\|572.16\|537.47\|229992;2026-05-13\|611.90\|8.95\|552.00\|615.88\|538.00\|258994;2026-05-14\|599.00\|-2.11\|605.79\|638.50\|599.00\|245142;2026-05-15\|590.52\|-1.42\|596.98\|608.00\|565.00\|235802;2026-05-18\|592.22\|0.29\|586.00\|617.00\|580.00\|231617;2026-05-19\|562.43\|-5.03\|569.94\|572.00\|541.70\|206100;2026-05-20\|571.50\|1.61\|556.81\|577.11\|556.81\|158427;2026-05-21\|539.00\|-5.69\|583.40\|585.00\|536.68\|185749;2026-05-22\|549.50\|1.95\|551.00\|565.00\|536.80\|156034;2026-05-25\|565.50\|2.91\|547.00\|566.66\|538.51\|182409;2026-05-26\|538.95\|-4.70\|557.20\|557.94\|527.01\|171889;2026-05-27\|551.59\|2.35\|565.16\|585.99\|546.00\|252004;2026-05-28\|548.01\|-0.65\|541.00\|563.00\|532.09\|150232;2026-05-29\|551.29\|0.60\|554.70\|573.42\|531.50\|176777;2026-06-01\|505.80\|-8.25\|562.31\|563.79\|504.00\|175348;2026-06-02\|519.50\|2.91\|505.83\|529.66\|495.71\|158027;2026-06-03\|532.51\|2.50\|518.79\|555.95\|517.72\|187728;2026-06-04\|568.48\|6.75\|528.00\|580.00\|525.00\|241807;2026-06-05\|520.01\|-8.53\|540.01\|545.10\|520.00\|213782;2026-06-08\|485.06\|-6.72\|470.00\|496.44\|470.00\|140413;2026-06-09\|514.65\|6.10\|500.03\|517.70\|497.00\|121553;2026-06-10\|507.00\|-1.49\|506.88\|523.58\|500.05\|106837;2026-06-11\|514.80\|1.54\|506.99\|517.88\|498.00\|111787;2026-06-12\|514.89\|0.02\|545.00\|552.56\|514.89\|227530;2026-06-15\|529.23\|2.79\|529.03\|532.00\|501.28\|162392;2026-06-16\|540.23\|2.08\|536.04\|548.25\|524.00\|165428;2026-06-17\|571.68\|5.82\|525.07\|586.66\|520.53\|259485;2026-06-18\|577.79\|1.07\|563.30\|598.38\|560.00\|234411;2026-06-22\|616.16\|6.64\|590.00\|617.00\|583.17\|235979;2026-06-23\|596.01\|-3.27\|610.00\|639.83\|590.10\|218251;2026-06-24\|619.98\|4.02\|581.56\|619.99\|579.00\|205105;2026-06-25\|677.30\|9.25\|655.00\|688.80\|640.00\|269707;2026-06-26\|679.60\|0.34\|656.00\|690.50\|650.00\|247581;2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516;2026-07-13\|522.04\|-11.16\|560.00\|576.81\|519.00\|180221;2026-07-14\|538.51\|3.15\|525.02\|545.96\|504.00\|167896;2026-07-15\|488.00\|-9.38\|545.06\|557.00\|485.00\|227906;2026-07-16\|463.59\|-5.00\|473.00\|493.00\|455.01\|170955;2026-07-17\|396.00\|-14.58\|454.50\|459.89\|395.37\|227898;2026-07-20\|376.49\|-4.93\|414.10\|416.98\|361.72\|196766;2026-07-21\|421.86\|12.05\|384.00\|422.00\|338.66\|259318;2026-07-22\|388.45\|-7.92\|410.00\|429.53\|386.97\|258148;2026-07-23\|375.85\|-3.24\|394.01\|397.80\|372.43\|165727;2026-07-24\|370.01\|-1.55\|370.11\|379.99\|364.93\|151531;2026-07-27\|373.90\|1.05\|365.06\|375.66\|348.90\|142479;2026-07-28\|330.00\|-11.74\|349.00\|361.51\|326.99\|183460;2026-07-29\|329.63\|-0.11\|334.77\|336.60\|308.00\|209716;2026-07-30\|338.78\|2.78\|325.02\|350.60\|312.90\|268302;2026-07-31\|346.99\|2.42\|384.18\|386.88\|346.90\|309822;2026-08-03\|319.80\|-7.84\|340.81\|342.00\|318.18\|182839;2026-08-04\|336.05\|5.08\|323.11\|338.50\|317.01\|184630;2026-08-05\|364.92\|8.59\|338.24\|368.19\|337.00\|233274;2026-08-06\|366.33\|0.39\|346.16\|372.99\|344.51\|199248;2026-08-07\|386.60\|5.53\|364.00\|390.00\|361.63\|250386;2026-08-10\|412.50\|6.70\|408.50\|413.88\|392.88\|293786;2026-08-11\|417.50\|1.21\|412.00\|442.00\|406.66\|288113;2026-08-12\|414.30\|-0.77\|418.05\|423.62\|401.50\|203458;2026-08-13\|397.00\|-4.18\|423.20\|425.68\|396.99\|222777;2026-08-14\|406.45\|2.38\|408.11\|414.00\|400.00\|154074;2026-08-17\|419.26\|3.15\|406.46\|422.96\|403.88\|226034;2026-08-18\|412.18\|-1.69\|421.00\|423.97\|408.02\|178881;2026-08-19\|378.98\|-8.05\|387.00\|394.95\|373.60\|183883;2026-08-20\|379.01\|0.01\|385.00\|386.53\|375.76\|102002;2026-08-21\|380.66\|0.44\|379.02\|382.90\|373.62\|104664;2026-08-24\|364.90\|-4.14\|380.00\|380.99\|355.87\|126520;2026-08-25\|369.66\|1.30\|360.00\|372.65\|353.88\|95741;2026-08-26\|364.20\|-1.48\|370.04\|371.60\|363.10\|72946;2026-08-27\|386.25\|6.05\|369.00\|386.25\|366.02\|150492;2026-08-28\|376.88\|-2.43\|380.00\|386.88\|376.69\|113011;2026-08-31\|381.75\|1.29\|366.10\|382.20\|365.20\|89301;2026-09-01\|369.18\|-3.29\|381.00\|381.70\|369.10\|78750;2026-09-02\|362.30\|-1.86\|361.10\|366.99\|360.74\|68732;2026-09-03\|359.63\|-0.74\|365.13\|365.99\|356.02\|63344;2026-09-04\|347.00\|-3.51\|364.17\|365.50\|344.08\|93670;2026-09-07\|358.22\|3.23\|355.19\|359.53\|353.80\|104265;2026-09-08\|358.86\|0.18\|353.32\|368.00\|353.32\|124502;2026-09-09\|348.03\|-3.02\|359.00\|362.77\|347.18\|94686;2026-09-10\|347.00\|-0.30\|345.82\|353.50\|345.12\|72004;2026-09-11\|339.55\|-2.15\|340.00\|341.50\|330.00\|96251
117591	美光业绩超预期股价大涨	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.32\|-2.45\|371.80\|373.99\|363.00\|292309
117590	美光业绩超预期股价大涨	存储芯片+拟收购嘉合劲威+夜间经济行业原因：韩国政府6月29日表示，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。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月30日公告，公司拟通过发行股份及支付现金方式收购嘉合劲威100%股权，标的公司主营内存条、固态硬盘与嵌入式芯片等半导体存储产品；据2026年5月16日公告，嘉合劲威是国内较早推出基于国产存储芯片的内存模组企业之一。 2、据2026年7月1日盘中快讯，存储芯片板块盘初再度走强，公司因收购事项具备存储芯片概念属性，跟随板块活跃。 3、据2025年年度报告，公司是业内领先的夜间经济综合服务商，曾完成北京冬奥会等夜景照明标杆工程，并布局智慧停车等智慧城市业务。	公司拟收购嘉合劲威，切入存储领域	2026-05-08\|68.76\|1.25\|67.73\|69.68\|66.70\|32120;2026-05-11\|74.40\|8.20\|70.00\|75.60\|69.00\|61897;2026-05-12\|73.25\|-1.55\|73.52\|73.77\|71.71\|37474;2026-05-13\|72.96\|-0.40\|71.95\|74.44\|71.50\|33647;2026-05-14\|70.93\|-2.78\|73.02\|74.50\|69.70\|32598;2026-05-15\|76.45\|7.78\|72.95\|77.99\|71.71\|67729;2026-05-18\|72.60\|-5.04\|77.60\|79.79\|72.10\|60888;2026-05-19\|70.91\|-2.33\|72.10\|73.47\|69.90\|40671;2026-05-20\|69.35\|-2.20\|70.34\|70.91\|68.68\|25727;2026-05-21\|65.66\|-5.32\|69.59\|69.89\|65.60\|31715;2026-05-22\|66.21\|0.84\|65.65\|66.72\|64.81\|25020;2026-05-25\|66.15\|-0.09\|66.00\|66.70\|63.70\|24735;2026-05-26\|65.76\|-0.59\|66.17\|66.58\|63.72\|23685;2026-05-27\|65.78\|0.03\|64.64\|67.19\|64.64\|28309;2026-05-28\|67.60\|2.77\|65.17\|69.98\|65.00\|43843;2026-05-29\|67.21\|-0.58\|67.30\|71.35\|66.50\|43535;2026-06-01\|63.86\|-4.98\|66.71\|66.75\|63.80\|27910;2026-06-02\|59.10\|-7.45\|63.86\|63.86\|57.60\|51291;2026-06-03\|62.88\|6.40\|59.12\|62.98\|58.69\|39316;2026-06-04\|65.56\|4.26\|63.65\|66.00\|61.63\|33905;2026-06-05\|65.90\|0.52\|64.50\|67.41\|62.40\|42444;2026-06-08\|63.35\|-3.87\|59.31\|66.18\|59.31\|26079;2026-06-09\|63.72\|0.58\|65.00\|65.00\|62.50\|19859;2026-06-10\|65.55\|2.87\|63.00\|66.66\|63.00\|22789;2026-06-11\|62.83\|-4.15\|65.50\|65.50\|62.23\|20003;2026-06-12\|62.10\|-1.16\|63.65\|65.20\|61.00\|23142;2026-06-15\|62.58\|0.77\|62.00\|62.86\|61.09\|16450;2026-06-16\|63.13\|0.88\|62.42\|64.35\|61.39\|21894;2026-06-17\|63.20\|0.11\|63.01\|64.58\|62.31\|20847;2026-06-18\|64.84\|2.59\|62.86\|65.68\|62.62\|24002;2026-06-22\|70.45\|8.65\|64.30\|70.71\|62.30\|68028;2026-06-23\|72.90\|3.48\|69.43\|75.68\|69.00\|51644;2026-06-24\|78.63\|7.86\|74.00\|80.19\|72.65\|66795;2026-06-25\|86.37\|9.84\|81.00\|86.49\|78.28\|113422;2026-06-26\|88.50\|2.47\|86.82\|89.86\|84.00\|87557;2026-06-29\|97.35\|10.00\|87.50\|97.35\|87.18\|50607;2026-06-30\|94.82\|-2.60\|99.99\|103.96\|94.38\|143443;2026-07-01\|104.30\|10.00\|94.98\|104.30\|94.98\|68548;2026-07-02\|112.28\|7.65\|104.00\|114.73\|104.00\|120209;2026-07-03\|120.06\|6.93\|111.96\|122.44\|105.89\|99569;2026-07-06\|111.49\|-7.14\|120.96\|123.45\|110.47\|71908;2026-07-07\|105.50\|-5.37\|106.61\|110.99\|102.61\|65827;2026-07-08\|98.80\|-6.35\|105.23\|107.77\|98.56\|52080;2026-07-09\|92.32\|-6.56\|100.00\|101.95\|89.79\|87889;2026-07-10\|101.55\|10.00\|96.01\|101.55\|92.50\|18649;2026-07-13\|96.23\|-5.24\|102.94\|111.00\|95.05\|91018;2026-07-14\|98.33\|2.18\|95.56\|103.50\|93.41\|59188;2026-07-15\|99.30\|0.99\|102.77\|106.93\|98.36\|62865;2026-07-16\|98.50\|-0.81\|97.56\|103.99\|94.45\|49609;2026-07-17\|88.65\|-10.00\|98.52\|100.47\|88.65\|29815;2026-07-20\|79.79\|-9.99\|79.79\|83.43\|79.79\|33543;2026-07-21\|72.60\|-9.01\|74.50\|75.95\|71.81\|76185;2026-07-22\|70.95\|-2.27\|71.40\|74.49\|70.20\|56092;2026-07-23\|66.29\|-6.57\|71.00\|72.30\|65.00\|55531;2026-07-24\|63.51\|-4.19\|65.04\|66.78\|63.06\|40424;2026-07-27\|65.07\|2.46\|62.79\|65.08\|60.23\|35633;2026-07-28\|62.41\|-4.09\|63.50\|66.36\|61.70\|30111;2026-07-29\|59.90\|-4.02\|62.42\|63.34\|57.77\|42545;2026-07-30\|53.91\|-10.00\|59.80\|61.19\|53.91\|47726;2026-07-31\|59.30\|10.00\|58.42\|59.30\|58.42\|24881;2026-08-03\|57.52\|-3.00\|59.80\|62.00\|57.30\|57068;2026-08-04\|58.40\|1.53\|58.67\|58.91\|56.45\|39018;2026-08-05\|64.24\|10.00\|58.99\|64.24\|58.42\|20111;2026-08-06\|65.17\|1.45\|64.37\|66.78\|62.80\|77010;2026-08-07\|66.15\|1.50\|64.09\|66.68\|63.55\|55681;2026-08-10\|66.19\|0.06\|66.48\|67.26\|64.09\|41758;2026-08-11\|64.77\|-2.15\|66.20\|66.30\|64.33\|32855;2026-08-12\|65.89\|1.73\|64.70\|66.10\|63.71\|32578;2026-08-13\|65.33\|-0.85\|67.21\|70.00\|65.20\|53302;2026-08-14\|65.27\|-0.09\|66.38\|67.99\|64.06\|39098;2026-08-17\|68.28\|4.61\|66.49\|69.40\|65.29\|65712;2026-08-18\|69.89\|2.36\|68.06\|70.68\|68.05\|48191;2026-08-19\|65.00\|-7.00\|67.23\|68.79\|64.52\|50622;2026-08-20\|65.68\|1.05\|66.10\|67.46\|64.62\|30694;2026-08-21\|67.36\|2.56\|65.19\|67.88\|63.86\|36645;2026-08-24\|65.35\|-2.98\|67.51\|68.60\|63.85\|34808;2026-08-25\|66.04\|1.06\|64.88\|66.17\|63.23\|26657;2026-08-26\|64.50\|-2.33\|66.04\|67.20\|63.87\|30469;2026-08-27\|68.41\|6.06\|64.50\|69.83\|64.16\|48217;2026-08-28\|69.55\|1.67\|68.40\|71.48\|68.00\|42788;2026-08-31\|70.26\|1.02\|68.68\|70.44\|67.00\|30145;2026-09-01\|67.50\|-3.93\|71.60\|73.65\|66.86\|41878;2026-09-02\|67.35\|-0.22\|65.11\|67.90\|65.02\|27483;2026-09-03\|68.00\|0.97\|67.44\|68.86\|67.01\|26749;2026-09-04\|65.11\|-4.25\|68.13\|68.88\|64.43\|28905;2026-09-07\|69.15\|6.20\|66.00\|69.98\|65.26\|50665;2026-09-08\|67.72\|-2.07\|69.46\|70.70\|67.56\|28855;2026-09-09\|66.66\|-1.57\|68.50\|68.80\|65.21\|28742;2026-09-10\|66.86\|0.30\|66.50\|67.88\|65.60\|18827;2026-09-11\|65.53\|-1.99\|66.66\|66.86\|63.53\|33391

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason