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
111059		股权转让+大健康+房地产行业原因： 1、中国银河证券研报指出，2026年1-4月医保统筹基金支出同比增长5.6%，增速回正，将带动下游需求增长，并反映在眼科、专科医院等医疗服务公司应收账款周转情况的向好上。 2、华源证券研报指出，医疗服务板块在2025年业绩筑底企稳后，2026年第一季度出现明确回暖信号。公司原因： 1、据2026年6月25日互动易，公司第一大股东朗地科技之股东深商控股与苏州步步高的股权转让事项尚在进行中，暂未收到该交易的进一步进展通知。 2、据2026年4月25日年报，公司2026年深耕大健康产业主赛道，核心业务涵盖医药制造眼科用药、医疗服务、医疗器械三大板块，推动存量业务提质增效。 3、据2026年4月25日年报，公司旗下地产业务全面进入存量去化阶段，目前在售项目包括珠海中珠山海间二期尾盘等，未来以加快剩余库存销售、回笼资金为原则。	两大股东协议4.03亿元转让公司10.38%股份	2026-03-09\|3.02\|4.86\|2.90\|3.02\|2.89\|375099;2026-03-10\|3.17\|4.97\|3.11\|3.17\|3.11\|208413;2026-03-11\|3.21\|1.26\|3.16\|3.24\|3.06\|602066;2026-03-12\|3.16\|-1.56\|3.17\|3.27\|3.12\|404658;2026-03-13\|3.06\|-3.16\|3.17\|3.23\|3.02\|367718;2026-03-16\|3.12\|1.96\|3.08\|3.13\|3.01\|232634;2026-03-17\|3.05\|-2.24\|3.12\|3.13\|3.04\|168985;2026-03-18\|3.00\|-1.64\|3.03\|3.08\|2.98\|198852;2026-03-19\|2.97\|-1.00\|2.99\|3.02\|2.94\|200981;2026-03-20\|2.85\|-4.04\|2.97\|3.00\|2.83\|211756;2026-03-23\|2.71\|-4.91\|2.82\|2.82\|2.71\|237270;2026-03-24\|2.78\|2.58\|2.71\|2.78\|2.69\|198499;2026-03-25\|2.84\|2.16\|2.75\|2.87\|2.75\|128664;2026-03-26\|2.76\|-2.82\|2.84\|2.87\|2.75\|149756;2026-03-27\|2.75\|-0.36\|2.76\|2.76\|2.72\|129524;2026-03-30\|2.72\|-1.09\|2.71\|2.77\|2.70\|153181;2026-03-31\|2.73\|0.37\|2.76\|2.78\|2.71\|167044;2026-04-01\|2.77\|1.47\|2.76\|2.81\|2.73\|174522;2026-04-02\|2.68\|-3.25\|2.77\|2.77\|2.64\|216536;2026-04-03\|2.71\|1.12\|2.70\|2.71\|2.64\|84586;2026-04-07\|2.79\|2.95\|2.73\|2.81\|2.73\|162357;2026-04-08\|2.84\|1.79\|2.87\|2.88\|2.81\|154505;2026-04-09\|2.89\|1.76\|2.82\|2.90\|2.81\|175307;2026-04-10\|3.03\|4.84\|2.91\|3.03\|2.90\|242936;2026-04-13\|3.03\|0.00\|2.99\|3.12\|2.98\|268640;2026-04-14\|2.93\|-3.30\|2.98\|3.08\|2.92\|296299;2026-04-15\|2.94\|0.34\|2.97\|2.99\|2.92\|127220;2026-04-16\|2.89\|-1.70\|2.96\|2.96\|2.88\|139112;2026-04-17\|2.95\|2.08\|2.87\|2.96\|2.86\|152403;2026-04-20\|2.92\|-1.02\|2.95\|2.99\|2.91\|117979;2026-04-21\|2.86\|-2.05\|2.90\|2.91\|2.86\|109091;2026-04-22\|2.86\|0.00\|2.87\|2.90\|2.86\|89415;2026-04-23\|2.82\|-1.40\|2.86\|2.88\|2.78\|114606;2026-04-24\|2.83\|0.35\|2.79\|2.84\|2.78\|70759;2026-04-27\|2.74\|-3.18\|2.70\|2.79\|2.70\|169442;2026-04-28\|2.69\|-1.82\|2.73\|2.74\|2.68\|117795;2026-04-29\|2.72\|1.12\|2.69\|2.73\|2.68\|77515;2026-04-30\|2.66\|-2.21\|2.70\|2.72\|2.64\|149273;2026-05-06\|2.65\|-0.38\|2.66\|2.68\|2.64\|111987;2026-05-07\|2.62\|-1.13\|2.65\|2.65\|2.57\|191790;2026-05-08\|2.57\|-1.91\|2.60\|2.66\|2.56\|167837;2026-05-11\|2.49\|-3.11\|2.58\|2.58\|2.46\|240175;2026-05-12\|2.51\|0.80\|2.49\|2.57\|2.48\|149798;2026-05-13\|2.45\|-2.39\|2.53\|2.54\|2.44\|194421;2026-05-14\|2.34\|-4.49\|2.45\|2.46\|2.33\|271812;2026-05-15\|2.46\|5.13\|2.32\|2.46\|2.29\|169137;2026-05-18\|2.58\|4.88\|2.56\|2.58\|2.51\|89725;2026-05-19\|2.54\|-1.55\|2.61\|2.64\|2.52\|256146;2026-05-20\|2.59\|1.97\|2.56\|2.62\|2.49\|211575;2026-05-21\|2.52\|-2.70\|2.60\|2.63\|2.51\|127023;2026-05-22\|2.52\|0.00\|2.55\|2.56\|2.50\|90272;2026-05-25\|2.50\|-0.79\|2.52\|2.53\|2.49\|88214;2026-05-26\|2.59\|3.60\|2.50\|2.63\|2.47\|181790;2026-05-27\|2.60\|0.39\|2.56\|2.65\|2.55\|151809;2026-05-28\|2.61\|0.38\|2.60\|2.64\|2.58\|109536;2026-05-29\|2.51\|-3.83\|2.60\|2.60\|2.49\|160027;2026-06-01\|2.64\|5.18\|2.51\|2.64\|2.50\|119207;2026-06-02\|2.66\|0.76\|2.77\|2.77\|2.63\|283994;2026-06-03\|2.67\|0.38\|2.61\|2.75\|2.61\|148929;2026-06-04\|2.70\|1.12\|2.70\|2.76\|2.67\|172357;2026-06-05\|2.74\|1.48\|2.68\|2.77\|2.67\|125334;2026-06-08\|2.62\|-4.38\|2.72\|2.72\|2.62\|148230;2026-06-09\|2.63\|0.38\|2.62\|2.67\|2.62\|71117;2026-06-10\|2.59\|-1.52\|2.61\|2.62\|2.59\|54730;2026-06-11\|2.54\|-1.93\|2.59\|2.63\|2.51\|72665;2026-06-12\|2.54\|0.00\|2.50\|2.56\|2.50\|56182;2026-06-15\|2.51\|-1.18\|2.58\|2.58\|2.49\|87851;2026-06-16\|2.51\|0.00\|2.52\|2.55\|2.40\|131680;2026-06-17\|2.42\|-3.59\|2.51\|2.53\|2.40\|158742;2026-06-18\|2.37\|-2.07\|2.42\|2.45\|2.32\|115338;2026-06-22\|2.26\|-4.64\|2.39\|2.39\|2.25\|189645;2026-06-23\|2.26\|0.00\|2.26\|2.31\|2.20\|155836;2026-06-24\|2.15\|-4.87\|2.26\|2.26\|2.15\|108360;2026-06-25\|2.04\|-5.12\|2.15\|2.21\|2.04\|247514;2026-06-26\|2.14\|4.90\|2.04\|2.14\|1.94\|210750;2026-06-29\|2.25\|5.14\|2.25\|2.25\|2.23\|46688;2026-06-30\|2.36\|4.89\|2.36\|2.36\|2.24\|281219;2026-07-01\|2.41\|2.12\|2.44\|2.48\|2.36\|311067;2026-07-02\|2.45\|1.66\|2.40\|2.49\|2.37\|186123;2026-07-03\|2.36\|-3.67\|2.44\|2.44\|2.35\|158233;2026-07-06\|2.37\|0.42\|2.31\|2.42\|2.30\|147410;2026-07-07\|2.36\|-0.42\|2.37\|2.42\|2.30\|91257;2026-07-08\|2.50\|5.93\|2.39\|2.60\|2.35\|204879;2026-07-09\|2.49\|-0.40\|2.40\|2.54\|2.40\|93603;2026-07-10\|2.46\|-1.20\|2.49\|2.49\|2.41\|93112;2026-07-13\|2.37\|-3.66\|2.48\|2.49\|2.34\|101329;2026-07-14\|2.33\|-1.69\|2.34\|2.39\|2.29\|71687;2026-07-15\|2.31\|-0.86\|2.33\|2.38\|2.29\|68024;2026-07-16\|2.29\|-0.87\|2.31\|2.34\|2.28\|60360
111058		解除查封+高速连接器+CPU Socket 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月26日公告，债权人港荣集团将向法院申请解除对公司相关资产的查封，解除查封后再具体办理资产抵押工作。 2、据2026年5月12日投资者关系活动记录表，公司主要围绕CPU Socket、DDR等核心产品发展高速传输连接器业务，并视市场情况进行产品研发投入和客户拓展。 3、据2025年年报及2026年5月12日投资者关系活动记录表，2025年公司精密连接器及组件产品营收为12.42亿元，毛利率为36.91%，实现了业务规模和盈利能力的持续提升；公司鹤山二期已投产，根据市场订单情况持续扩展产能。	1、公司的高频高速连接器及车联网等产品可以应用于自动驾驶领域； 2、公司高速连接器（包含铜缆连接器、高速线缆）目前主要应用于电脑、服务器等领域	2026-03-09\|6.19\|-2.06\|6.18\|6.23\|6.09\|191280;2026-03-10\|6.31\|1.94\|6.25\|6.36\|6.25\|130757;2026-03-11\|6.39\|1.27\|6.35\|6.47\|6.32\|151216;2026-03-12\|6.31\|-1.25\|6.36\|6.42\|6.29\|117835;2026-03-13\|6.15\|-2.54\|6.30\|6.34\|6.13\|209854;2026-03-16\|6.04\|-1.79\|6.16\|6.20\|5.92\|253720;2026-03-17\|5.84\|-3.31\|6.10\|6.11\|5.82\|241040;2026-03-18\|6.04\|3.42\|5.96\|6.04\|5.87\|219049;2026-03-19\|5.90\|-2.32\|5.95\|6.00\|5.87\|172996;2026-03-20\|5.78\|-2.03\|5.94\|5.95\|5.78\|182451;2026-03-23\|5.49\|-5.02\|5.62\|5.62\|5.49\|256941;2026-03-24\|5.38\|-2.00\|5.49\|5.49\|5.22\|418693;2026-03-25\|5.62\|4.46\|5.39\|5.65\|5.39\|278704;2026-03-26\|5.54\|-1.42\|5.61\|5.68\|5.52\|169447;2026-03-27\|5.68\|2.53\|5.48\|5.71\|5.45\|171571;2026-03-30\|5.68\|0.00\|5.83\|5.90\|5.66\|281941;2026-03-31\|5.67\|-0.18\|5.67\|5.85\|5.66\|223106;2026-04-01\|5.77\|1.76\|5.79\|5.80\|5.69\|164995;2026-04-02\|5.64\|-2.25\|5.77\|5.85\|5.58\|203511;2026-04-03\|5.55\|-1.60\|5.65\|5.67\|5.50\|150257;2026-04-07\|5.54\|-0.18\|5.59\|5.64\|5.51\|139175;2026-04-08\|5.82\|5.05\|5.65\|5.82\|5.64\|210215;2026-04-09\|5.78\|-0.69\|5.78\|5.85\|5.75\|204003;2026-04-10\|5.95\|2.94\|5.86\|6.04\|5.85\|199096;2026-04-13\|6.11\|2.69\|5.95\|6.18\|5.95\|193783;2026-04-14\|6.14\|0.49\|6.13\|6.21\|6.05\|191366;2026-04-15\|6.10\|-0.65\|6.20\|6.21\|6.08\|131693;2026-04-16\|6.18\|1.31\|6.13\|6.27\|6.10\|175821;2026-04-17\|6.18\|0.00\|6.14\|6.33\|6.11\|192543;2026-04-20\|6.08\|-1.62\|6.15\|6.15\|5.95\|197135;2026-04-21\|6.03\|-0.82\|6.08\|6.10\|5.93\|144839;2026-04-22\|5.96\|-1.16\|6.01\|6.03\|5.93\|126645;2026-04-23\|6.00\|0.67\|5.98\|6.06\|5.96\|139110;2026-04-24\|5.87\|-2.17\|5.96\|6.01\|5.82\|166169;2026-04-27\|6.09\|3.75\|5.87\|6.11\|5.85\|180622;2026-04-28\|6.07\|-0.33\|6.06\|6.11\|5.97\|150499;2026-04-29\|5.97\|-1.65\|5.90\|6.04\|5.87\|215355;2026-04-30\|5.93\|-0.67\|6.02\|6.11\|5.91\|166788;2026-05-06\|6.10\|2.87\|6.04\|6.11\|6.03\|227785;2026-05-07\|6.08\|-0.33\|6.15\|6.18\|6.05\|192922;2026-05-08\|6.14\|0.99\|6.10\|6.16\|6.04\|221815;2026-05-11\|6.12\|-0.33\|6.25\|6.31\|6.11\|238844;2026-05-12\|5.98\|-2.29\|6.13\|6.13\|5.98\|235555;2026-05-13\|6.04\|1.00\|5.98\|6.09\|5.93\|184299;2026-05-14\|5.86\|-2.98\|6.05\|6.08\|5.86\|220646;2026-05-15\|5.81\|-0.85\|5.87\|5.93\|5.75\|176013;2026-05-18\|6.10\|4.99\|5.77\|6.10\|5.75\|198606;2026-05-19\|6.41\|5.08\|6.34\|6.41\|6.28\|132593;2026-05-20\|6.73\|4.99\|6.73\|6.73\|6.73\|31672;2026-05-21\|6.83\|1.49\|7.07\|7.07\|6.70\|380648;2026-05-22\|7.17\|4.98\|7.17\|7.17\|6.96\|861380;2026-05-25\|7.53\|5.02\|7.53\|7.53\|7.53\|35029;2026-05-26\|7.91\|5.05\|7.91\|7.91\|7.91\|24255;2026-05-27\|7.52\|-4.93\|8.31\|8.31\|7.51\|1258782;2026-05-28\|7.14\|-5.05\|7.57\|7.90\|7.14\|920073;2026-05-29\|7.40\|3.64\|7.28\|7.49\|7.06\|596235;2026-06-01\|7.77\|5.00\|7.53\|7.77\|7.52\|626216;2026-06-02\|7.38\|-5.02\|7.60\|7.66\|7.38\|453049;2026-06-03\|7.01\|-5.01\|7.10\|7.22\|7.01\|413495;2026-06-04\|6.72\|-4.14\|6.81\|7.00\|6.66\|564682;2026-06-05\|6.43\|-4.32\|6.73\|6.80\|6.38\|441313;2026-06-08\|6.28\|-2.33\|6.16\|6.45\|6.12\|326645;2026-06-09\|6.28\|0.00\|6.43\|6.46\|6.18\|274881;2026-06-10\|5.97\|-4.94\|6.18\|6.22\|5.97\|266363;2026-06-11\|5.79\|-3.02\|5.93\|6.04\|5.75\|240766;2026-06-12\|5.79\|0.00\|5.89\|6.03\|5.76\|237728;2026-06-15\|6.08\|5.01\|5.89\|6.08\|5.89\|69542;2026-06-16\|6.38\|4.93\|6.38\|6.38\|6.27\|158650;2026-06-17\|6.50\|1.88\|6.50\|6.69\|6.40\|337718;2026-06-18\|6.66\|2.46\|6.48\|6.83\|6.40\|259156;2026-06-22\|6.33\|-4.96\|6.50\|6.57\|6.33\|200664;2026-06-23\|6.27\|-0.95\|6.27\|6.41\|6.17\|200093;2026-06-24\|6.38\|1.75\|6.19\|6.46\|6.06\|204540;2026-06-25\|6.06\|-5.02\|6.31\|6.36\|6.06\|212841;2026-06-26\|5.94\|-1.98\|6.06\|6.18\|5.80\|170677;2026-06-29\|6.00\|1.01\|5.94\|6.14\|5.89\|132306;2026-06-30\|6.30\|5.00\|6.05\|6.30\|5.97\|178566;2026-07-01\|6.45\|2.38\|6.40\|6.57\|6.27\|238031;2026-07-02\|6.63\|2.79\|6.26\|6.75\|6.26\|249622;2026-07-03\|6.76\|1.96\|6.56\|6.83\|6.56\|185812;2026-07-06\|6.86\|1.48\|6.80\|7.23\|6.66\|281104;2026-07-07\|6.49\|-5.39\|6.90\|7.02\|6.48\|244300;2026-07-08\|6.64\|2.31\|6.62\|6.78\|6.46\|183706;2026-07-09\|6.78\|2.11\|6.63\|6.81\|6.57\|167530;2026-07-10\|6.69\|-1.33\|6.80\|6.84\|6.63\|160018;2026-07-13\|6.57\|-1.79\|6.66\|7.05\|6.49\|185181;2026-07-14\|6.60\|0.46\|6.56\|6.65\|6.30\|133497;2026-07-15\|6.38\|-3.33\|6.50\|6.59\|6.34\|126586;2026-07-16\|6.02\|-5.64\|6.32\|6.45\|5.81\|197433
111057	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：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5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装	2026-03-09\|9.92\|-2.55\|9.78\|9.98\|9.36\|1448844;2026-03-10\|10.71\|7.96\|10.19\|10.90\|10.16\|2303088;2026-03-11\|10.61\|-0.93\|10.57\|10.91\|10.57\|1538403;2026-03-12\|10.36\|-2.36\|10.60\|10.73\|10.22\|1119853;2026-03-13\|10.24\|-1.16\|10.22\|10.68\|10.01\|1483795;2026-03-16\|11.26\|9.96\|10.27\|11.26\|10.27\|2210504;2026-03-17\|11.59\|2.93\|11.50\|11.81\|11.22\|3766113;2026-03-18\|11.66\|0.60\|11.70\|12.12\|11.26\|3005384;2026-03-19\|11.23\|-3.69\|11.16\|11.64\|11.01\|2194758;2026-03-20\|10.68\|-4.90\|11.41\|11.44\|10.66\|2020183;2026-03-23\|9.97\|-6.65\|10.10\|10.51\|9.86\|1741480;2026-03-24\|10.24\|2.71\|10.18\|10.26\|9.36\|2171084;2026-03-25\|10.48\|2.34\|10.25\|10.87\|10.25\|2147865;2026-03-26\|9.77\|-6.77\|10.29\|10.44\|9.75\|1822469;2026-03-27\|9.81\|0.41\|9.39\|10.04\|9.15\|1768960;2026-03-30\|9.72\|-0.92\|9.55\|9.85\|9.32\|1189664;2026-03-31\|8.94\|-8.02\|9.56\|9.63\|8.92\|1999058;2026-04-01\|9.17\|2.57\|9.30\|9.44\|9.10\|1516227;2026-04-02\|8.80\|-4.03\|9.31\|9.35\|8.75\|1236437;2026-04-03\|8.56\|-2.73\|8.89\|8.91\|8.52\|873485;2026-04-07\|8.81\|2.92\|8.70\|8.95\|8.68\|1064922;2026-04-08\|9.49\|7.72\|9.17\|9.49\|9.10\|1415810;2026-04-09\|9.63\|1.48\|9.30\|9.80\|9.25\|1410977;2026-04-10\|9.52\|-1.14\|9.80\|9.93\|9.50\|1160356;2026-04-13\|9.61\|0.95\|9.39\|9.67\|9.39\|835814;2026-04-14\|10.19\|6.04\|9.82\|10.57\|9.80\|2742988;2026-04-15\|9.85\|-3.34\|10.21\|10.34\|9.81\|1714603;2026-04-16\|9.98\|1.32\|9.79\|10.08\|9.66\|1187480;2026-04-17\|9.95\|-0.30\|9.91\|10.05\|9.85\|920639;2026-04-20\|10.02\|0.70\|9.93\|10.23\|9.93\|1086629;2026-04-21\|9.99\|-0.30\|10.04\|10.14\|9.79\|873003;2026-04-22\|10.24\|2.50\|9.92\|10.25\|9.90\|1198887;2026-04-23\|9.90\|-3.32\|10.45\|10.48\|9.75\|1342672;2026-04-24\|9.71\|-1.92\|9.65\|9.94\|9.51\|1119914;2026-04-27\|9.88\|1.75\|9.82\|10.00\|9.70\|1114373;2026-04-28\|9.51\|-3.74\|9.84\|9.85\|9.44\|1038882;2026-04-29\|9.63\|1.26\|9.40\|9.67\|9.35\|847847;2026-04-30\|9.59\|-0.42\|9.69\|9.79\|9.51\|824377;2026-05-06\|10.16\|5.94\|10.15\|10.48\|10.12\|1978135;2026-05-07\|10.84\|6.69\|10.36\|10.97\|10.31\|2078199;2026-05-08\|10.71\|-1.20\|10.69\|10.85\|10.60\|1308226;2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729
111056	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	六氟化钨+电子特气+氟化工行业原因： 1、据上海证券报7月2日报道，制冷剂R22均价单周拉涨逾2000元/吨，盛夏旺季叠加海外供给紧缺，国内氟化工迎来量价齐升窗口。 2、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、据上海证券报2026年7月1日报道，日本两大核心供应商永久停产六氟化钨产线，导致全球出现约2000吨/年的刚性缺口，5N级产品月均价触及1760元/千克，同比涨幅超236%；据2026年6月26日互动易，公司六氟化钨产品在宜昌电子特气及硅基功能性材料产业园生产，规划产能500吨，已建成正在试生产。 2、据2026年6月15日异常波动公告，公司被市场列为“电子特气”热门概念股，但公司澄清电子级六氟化钨等产品尚处于试生产阶段，尚未取得下游认证，预计2-3年内不会对经营业绩产生重大影响。 3、据2025年6月12日互动易及2026年4月16日年报，公司主营大宗气体、电子特气及电子化学品等，在宜昌产业园已规划的氟基产品包括高纯三氟化氮、六氟化钨、六氟丁二烯等电子特气。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-03-09\|32.40\|-2.32\|32.80\|32.94\|31.02\|55053;2026-03-10\|31.90\|-1.54\|32.30\|32.64\|31.60\|31096;2026-03-11\|31.39\|-1.60\|31.98\|32.38\|31.23\|39731;2026-03-12\|31.71\|1.02\|31.37\|32.25\|30.85\|54584;2026-03-13\|31.48\|-0.73\|32.25\|32.33\|30.92\|69836;2026-03-16\|30.90\|-1.84\|31.09\|31.83\|30.05\|52548;2026-03-17\|29.94\|-3.11\|30.90\|30.92\|29.68\|46852;2026-03-18\|30.02\|0.27\|29.80\|30.06\|29.30\|31383;2026-03-19\|29.50\|-1.73\|29.80\|30.37\|29.38\|42386;2026-03-20\|28.61\|-3.02\|29.40\|29.80\|28.50\|40186;2026-03-23\|27.80\|-2.83\|27.98\|29.70\|27.20\|57579;2026-03-24\|28.20\|1.44\|27.99\|28.30\|27.31\|55292;2026-03-25\|28.91\|2.52\|28.14\|29.27\|28.02\|36356;2026-03-26\|28.76\|-0.52\|28.92\|29.39\|28.58\|20072;2026-03-27\|29.56\|2.78\|28.53\|29.98\|28.50\|35801;2026-03-30\|29.48\|-0.27\|29.58\|30.10\|29.17\|33750;2026-03-31\|28.27\|-4.10\|29.36\|29.38\|28.18\|36230;2026-04-01\|28.66\|1.38\|28.50\|28.79\|28.38\|24740;2026-04-02\|28.40\|-0.91\|28.51\|28.97\|28.24\|15744;2026-04-03\|29.31\|3.20\|28.94\|29.89\|28.51\|47249;2026-04-07\|30.25\|3.21\|29.48\|30.35\|28.92\|56748;2026-04-08\|30.61\|1.19\|29.21\|30.74\|28.91\|65908;2026-04-09\|30.61\|0.00\|30.52\|31.55\|30.20\|58330;2026-04-10\|31.03\|1.37\|30.66\|31.70\|30.56\|47795;2026-04-13\|30.25\|-2.51\|31.14\|31.17\|29.96\|39669;2026-04-14\|30.39\|0.46\|30.11\|30.75\|29.87\|40988;2026-04-15\|29.60\|-2.60\|31.00\|31.11\|29.40\|40365;2026-04-16\|30.03\|1.45\|29.55\|30.33\|29.23\|26409;2026-04-17\|29.80\|-0.77\|29.98\|30.02\|29.50\|21842;2026-04-20\|30.05\|0.84\|29.99\|30.30\|29.41\|34404;2026-04-21\|31.06\|3.36\|30.05\|31.68\|29.70\|75769;2026-04-22\|30.80\|-0.84\|30.99\|31.44\|30.25\|49508;2026-04-23\|33.88\|10.00\|30.81\|33.88\|30.63\|155909;2026-04-24\|33.30\|-1.71\|33.12\|35.05\|32.12\|202742;2026-04-27\|33.05\|-0.75\|33.25\|35.00\|33.00\|139053;2026-04-28\|33.81\|2.30\|33.27\|34.06\|32.10\|133696;2026-04-29\|32.38\|-4.23\|32.55\|32.90\|31.84\|108353;2026-04-30\|31.74\|-1.98\|32.32\|33.19\|31.35\|84037;2026-05-06\|32.00\|0.82\|31.67\|32.19\|31.40\|78902;2026-05-07\|31.36\|-2.00\|31.72\|31.88\|30.87\|87929;2026-05-08\|31.15\|-0.67\|31.20\|31.58\|30.78\|46713;2026-05-11\|34.27\|10.02\|31.16\|34.27\|31.16\|140188;2026-05-12\|33.12\|-3.36\|34.61\|35.40\|32.93\|143217;2026-05-13\|34.05\|2.81\|33.22\|34.89\|32.80\|124392;2026-05-14\|37.46\|10.01\|35.00\|37.46\|34.51\|164226;2026-05-15\|41.21\|10.01\|36.79\|41.21\|34.80\|319609;2026-05-18\|40.63\|-1.41\|41.00\|45.33\|38.88\|356899;2026-05-19\|38.52\|-5.19\|37.93\|40.54\|37.93\|273354;2026-05-20\|37.80\|-1.87\|39.21\|39.70\|37.30\|212924;2026-05-21\|34.70\|-8.20\|37.75\|38.04\|34.48\|183724;2026-05-22\|33.94\|-2.19\|34.59\|35.03\|33.70\|128284;2026-05-25\|32.54\|-4.12\|33.94\|34.00\|32.32\|134540;2026-05-26\|31.90\|-1.97\|32.08\|33.22\|30.93\|109527;2026-05-27\|35.09\|10.00\|31.89\|35.09\|31.66\|126880;2026-05-28\|33.82\|-3.62\|35.08\|35.08\|33.56\|125246;2026-05-29\|34.75\|2.75\|34.46\|36.38\|34.05\|192635;2026-06-01\|34.58\|-0.49\|34.82\|36.14\|34.47\|137340;2026-06-02\|34.16\|-1.21\|34.10\|34.86\|32.60\|121054;2026-06-03\|33.99\|-0.50\|33.80\|34.50\|33.44\|101217;2026-06-04\|37.39\|10.00\|34.34\|37.39\|34.31\|156017;2026-06-05\|39.30\|5.11\|38.61\|40.69\|38.50\|277237;2026-06-08\|39.63\|0.84\|38.90\|41.17\|38.11\|267055;2026-06-09\|43.59\|9.99\|40.95\|43.59\|40.41\|332886;2026-06-10\|47.95\|10.00\|47.95\|47.95\|47.94\|74342;2026-06-11\|52.75\|10.01\|52.75\|52.75\|49.04\|237992;2026-06-12\|58.03\|10.01\|55.00\|58.03\|54.40\|577691;2026-06-15\|56.78\|-2.15\|55.76\|59.90\|52.23\|440164;2026-06-16\|59.24\|4.33\|56.86\|62.40\|56.86\|443128;2026-06-17\|61.25\|3.39\|56.24\|63.38\|55.90\|394765;2026-06-18\|67.38\|10.01\|60.85\|67.38\|59.19\|294224;2026-06-22\|72.78\|8.01\|71.99\|73.25\|69.50\|293315;2026-06-23\|73.00\|0.30\|70.58\|73.99\|66.93\|267765;2026-06-24\|71.30\|-2.33\|72.86\|75.72\|68.00\|248076;2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|58.76\|2.49\|59.70\|60.66\|56.00\|186014;2026-07-10\|53.49\|-8.97\|58.50\|59.30\|53.41\|213715;2026-07-13\|48.27\|-9.76\|53.34\|55.90\|48.14\|232926;2026-07-14\|49.13\|1.78\|48.67\|50.38\|46.80\|193720;2026-07-15\|47.29\|-3.75\|49.81\|51.00\|46.88\|135219;2026-07-16\|44.58\|-5.73\|46.23\|47.50\|44.00\|116214
111055	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	FCBGA载板+半导体转型+国资背景行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，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。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月30日年报，公司确立向半导体领域转型，已参股科睿斯27.41%股权，其FCBGA高端封装基板样品完成生产并推进客户认证，产品用于CPU/GPU/AI芯片封装。 2、据2026年4月30日年报，公司新设微封科技、中天数算两家控股子公司，分别聚焦半导体封测设备与算力服务，2026年将“小步快跑”扩大创新业务收入。 3、据2026年4月30日年报，公司控股股东为东阳市国资办控制的地方国企，可整合国资平台及产业链资源支持半导体布局。	公司布局半导体行业的高端载板、存储封测及智能存储芯片领域	2026-03-09\|30.25\|-0.82\|30.00\|30.60\|29.27\|35768;2026-03-10\|30.86\|2.02\|30.85\|31.45\|30.43\|35400;2026-03-11\|30.22\|-2.07\|30.83\|30.86\|29.94\|43186;2026-03-12\|28.96\|-4.17\|30.15\|30.36\|28.89\|37764;2026-03-13\|28.15\|-2.80\|28.90\|29.11\|28.08\|26659;2026-03-16\|28.95\|2.84\|28.50\|29.16\|27.97\|28878;2026-03-17\|28.13\|-2.83\|29.17\|29.43\|28.12\|24626;2026-03-18\|28.86\|2.60\|28.42\|29.08\|28.02\|24465;2026-03-19\|28.61\|-0.87\|28.50\|29.34\|28.33\|30646;2026-03-20\|27.41\|-4.19\|28.62\|28.90\|27.40\|26847;2026-03-23\|25.40\|-7.33\|26.92\|27.00\|24.90\|46592;2026-03-24\|26.80\|5.51\|25.88\|26.99\|25.52\|31761;2026-03-25\|26.77\|-0.11\|26.98\|27.00\|26.45\|26260;2026-03-26\|25.52\|-4.67\|26.72\|26.88\|25.29\|33453;2026-03-27\|26.49\|3.80\|24.90\|27.07\|24.77\|37634;2026-03-30\|26.16\|-1.25\|26.29\|26.49\|25.68\|19827;2026-03-31\|25.82\|-1.30\|26.29\|26.91\|25.79\|21579;2026-04-01\|25.90\|0.31\|26.34\|26.52\|25.66\|23575;2026-04-02\|24.94\|-3.71\|25.90\|25.90\|24.76\|22792;2026-04-03\|25.13\|0.76\|25.92\|25.94\|24.42\|26422;2026-04-07\|25.36\|0.92\|25.25\|26.44\|25.00\|25160;2026-04-08\|26.23\|3.43\|25.76\|26.49\|25.76\|26250;2026-04-09\|25.75\|-1.83\|26.02\|26.12\|25.64\|19149;2026-04-10\|25.95\|0.78\|25.91\|26.38\|25.80\|20753;2026-04-13\|25.44\|-1.97\|25.88\|25.96\|25.30\|17971;2026-04-14\|25.90\|1.81\|25.84\|25.90\|25.20\|20058;2026-04-15\|27.13\|4.75\|26.36\|28.49\|25.95\|103541;2026-04-16\|26.63\|-1.84\|27.33\|27.33\|26.25\|62112;2026-04-17\|27.20\|2.14\|26.60\|28.17\|26.50\|53057;2026-04-20\|25.80\|-5.15\|27.03\|27.03\|25.58\|58999;2026-04-21\|25.88\|0.31\|25.82\|26.00\|25.19\|30081;2026-04-22\|26.20\|1.24\|25.50\|26.52\|25.42\|32242;2026-04-23\|25.11\|-4.16\|26.03\|26.20\|24.89\|35715;2026-04-24\|24.85\|-1.04\|25.00\|25.21\|24.58\|19610;2026-04-27\|23.91\|-3.78\|24.27\|24.56\|23.20\|49863;2026-04-28\|26.30\|10.00\|23.85\|26.30\|23.75\|83921;2026-04-29\|26.55\|0.95\|26.20\|26.67\|25.70\|56512;2026-04-30\|29.21\|10.02\|27.62\|29.21\|27.55\|89930;2026-05-06\|32.13\|10.00\|30.60\|32.13\|30.09\|105244;2026-05-07\|32.14\|0.03\|31.20\|33.61\|30.53\|182206;2026-05-08\|31.68\|-1.43\|32.11\|33.47\|31.34\|138147;2026-05-11\|32.26\|1.83\|32.11\|34.20\|32.11\|138349;2026-05-12\|31.61\|-2.01\|32.25\|32.65\|31.00\|102924;2026-05-13\|32.71\|3.48\|31.35\|34.77\|30.89\|191361;2026-05-14\|32.32\|-1.19\|33.26\|33.28\|32.16\|116108;2026-05-15\|32.43\|0.34\|32.31\|33.73\|31.96\|98434;2026-05-18\|34.66\|6.88\|32.60\|35.67\|32.60\|228186;2026-05-19\|33.99\|-1.93\|35.00\|35.65\|33.70\|130378;2026-05-20\|33.80\|-0.56\|34.06\|35.06\|33.51\|158927;2026-05-21\|30.91\|-8.55\|33.48\|34.27\|30.42\|163829;2026-05-22\|32.51\|5.18\|31.20\|33.00\|30.62\|111042;2026-05-25\|31.70\|-2.49\|32.25\|32.58\|31.30\|76478;2026-05-26\|31.15\|-1.74\|31.65\|31.80\|30.70\|59481;2026-05-27\|30.68\|-1.51\|31.43\|33.50\|29.91\|96009;2026-05-28\|29.94\|-2.41\|30.59\|31.30\|29.50\|64849;2026-05-29\|28.88\|-3.54\|29.65\|30.23\|28.51\|73455;2026-06-01\|27.98\|-3.12\|28.62\|29.20\|27.91\|50670;2026-06-02\|27.25\|-2.61\|28.09\|28.36\|26.77\|54733;2026-06-03\|28.44\|4.37\|27.04\|29.90\|26.89\|108059;2026-06-04\|29.90\|5.13\|27.90\|30.47\|27.90\|97843;2026-06-05\|29.10\|-2.68\|29.92\|30.40\|28.03\|70517;2026-06-08\|27.77\|-4.57\|28.10\|28.53\|27.01\|48206;2026-06-09\|27.85\|0.29\|27.85\|28.58\|27.10\|52919;2026-06-10\|28.32\|1.69\|27.82\|29.54\|27.45\|63830;2026-06-11\|27.06\|-4.45\|28.58\|28.88\|26.85\|46912;2026-06-12\|26.77\|-1.07\|27.70\|28.15\|26.70\|60662;2026-06-15\|28.07\|4.86\|26.78\|28.16\|26.75\|59204;2026-06-16\|30.88\|10.01\|28.04\|30.88\|27.70\|77364;2026-06-17\|33.97\|10.01\|31.67\|33.97\|31.17\|221953;2026-06-18\|37.37\|10.01\|35.70\|37.37\|34.81\|208502;2026-06-22\|38.67\|3.48\|37.35\|38.99\|34.93\|235401;2026-06-23\|37.60\|-2.77\|37.35\|38.58\|36.81\|129461;2026-06-24\|37.76\|0.43\|37.28\|38.15\|35.87\|128967;2026-06-25\|37.12\|-1.69\|38.48\|39.38\|35.34\|180114;2026-06-26\|33.87\|-8.76\|36.80\|36.83\|33.80\|103618;2026-06-29\|33.01\|-2.54\|33.89\|34.61\|31.69\|100867;2026-06-30\|34.00\|3.00\|32.68\|36.31\|32.00\|103235;2026-07-01\|33.83\|-0.50\|34.10\|34.24\|32.55\|90624;2026-07-02\|31.05\|-8.22\|33.33\|33.99\|30.90\|92239;2026-07-03\|30.47\|-1.87\|30.98\|31.56\|30.13\|78485;2026-07-06\|33.52\|10.01\|31.02\|33.52\|31.02\|52229;2026-07-07\|30.17\|-9.99\|33.50\|33.59\|30.17\|107517;2026-07-08\|27.33\|-9.41\|28.44\|29.43\|27.15\|134180;2026-07-09\|28.42\|3.99\|27.81\|28.54\|26.21\|123498;2026-07-10\|31.26\|9.99\|28.49\|31.26\|28.48\|68362;2026-07-13\|28.13\|-10.01\|29.16\|30.11\|28.13\|64914;2026-07-14\|28.85\|2.56\|27.41\|29.00\|26.13\|131539;2026-07-15\|27.50\|-4.68\|28.64\|29.70\|27.10\|87315;2026-07-16\|25.80\|-6.18\|27.14\|28.08\|25.52\|90876
111054	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	涨停揭秘：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-03-09\|87.91\|-4.61\|90.20\|90.59\|84.67\|146416;2026-03-10\|90.01\|2.39\|90.01\|90.80\|87.80\|111336;2026-03-11\|90.72\|0.79\|90.43\|92.85\|90.23\|105664;2026-03-12\|89.03\|-1.86\|89.99\|93.65\|87.81\|101936;2026-03-13\|89.17\|0.16\|88.01\|92.56\|87.04\|115345;2026-03-16\|90.10\|1.04\|89.18\|90.89\|86.20\|112054;2026-03-17\|86.80\|-3.66\|90.07\|90.66\|86.68\|100128;2026-03-18\|91.04\|4.88\|88.08\|92.13\|87.61\|175228;2026-03-19\|85.15\|-6.47\|89.38\|89.60\|84.50\|183428;2026-03-20\|83.06\|-2.45\|85.99\|86.13\|83.02\|101363;2026-03-23\|78.55\|-5.43\|81.01\|81.50\|78.00\|137044;2026-03-24\|78.95\|0.51\|79.74\|79.88\|76.25\|92949;2026-03-25\|82.72\|4.78\|80.57\|84.95\|80.35\|127267;2026-03-26\|80.93\|-2.16\|81.69\|82.97\|80.62\|72389;2026-03-27\|83.21\|2.82\|79.45\|83.92\|78.50\|80556;2026-03-30\|86.18\|3.57\|82.13\|86.90\|82.05\|119310;2026-03-31\|78.74\|-8.63\|84.43\|84.43\|78.70\|163004;2026-04-01\|79.56\|1.04\|81.50\|81.68\|78.61\|116761;2026-04-02\|77.23\|-2.93\|79.56\|80.00\|76.68\|87930;2026-04-03\|78.15\|1.19\|78.02\|80.12\|77.65\|85045;2026-04-07\|78.44\|0.37\|78.68\|79.97\|78.16\|68206;2026-04-08\|83.70\|6.71\|81.26\|83.80\|81.00\|116689;2026-04-09\|84.45\|0.90\|82.65\|85.78\|82.27\|103766;2026-04-10\|85.43\|1.16\|85.25\|86.66\|85.00\|96381;2026-04-13\|85.56\|0.15\|84.50\|86.30\|84.35\|76101;2026-04-14\|88.09\|2.96\|86.85\|88.64\|86.26\|121889;2026-04-15\|86.09\|-2.27\|88.96\|89.50\|85.60\|96891;2026-04-16\|86.12\|0.03\|85.99\|87.04\|84.80\|95919;2026-04-17\|85.90\|-0.26\|85.42\|86.59\|84.43\|90739;2026-04-20\|86.46\|0.65\|85.89\|87.88\|84.79\|102246;2026-04-21\|87.59\|1.31\|86.46\|88.70\|84.92\|104686;2026-04-22\|90.48\|3.30\|87.60\|91.39\|87.21\|133148;2026-04-23\|89.13\|-1.49\|92.00\|92.54\|87.50\|136139;2026-04-24\|89.10\|-0.03\|89.33\|91.00\|88.66\|100789;2026-04-27\|89.12\|0.02\|89.29\|91.42\|88.49\|150006;2026-04-28\|83.62\|-6.17\|83.00\|85.50\|80.50\|266528;2026-04-29\|83.94\|0.38\|83.29\|84.25\|80.25\|146127;2026-04-30\|84.71\|0.92\|85.54\|86.76\|84.45\|118647;2026-05-06\|90.21\|6.49\|87.55\|92.99\|87.55\|217313;2026-05-07\|92.08\|2.07\|91.13\|92.36\|89.83\|143758;2026-05-08\|88.86\|-3.50\|90.52\|90.98\|88.22\|130911;2026-05-11\|94.55\|6.40\|92.78\|97.00\|92.33\|268927;2026-05-12\|93.86\|-0.73\|96.00\|96.53\|92.57\|160399;2026-05-13\|103.25\|10.00\|91.99\|103.25\|91.35\|236592;2026-05-14\|106.90\|3.54\|107.00\|109.99\|104.50\|408573;2026-05-15\|107.46\|0.52\|108.97\|114.80\|106.14\|382605;2026-05-18\|114.19\|6.26\|117.14\|118.21\|113.01\|392406;2026-05-19\|115.96\|1.55\|112.97\|115.96\|107.44\|405614;2026-05-20\|120.56\|3.97\|116.13\|122.98\|116.00\|383040;2026-05-21\|113.90\|-5.52\|122.73\|125.00\|113.63\|425462;2026-05-22\|116.50\|2.28\|114.75\|118.18\|110.32\|345053;2026-05-25\|128.15\|10.00\|119.33\|128.15\|115.55\|393215;2026-05-26\|123.21\|-3.85\|125.54\|126.19\|119.60\|396234;2026-05-27\|118.41\|-3.90\|125.00\|127.48\|117.30\|306556;2026-05-28\|115.36\|-2.58\|114.82\|116.90\|110.94\|280206;2026-05-29\|107.67\|-6.67\|115.84\|117.60\|106.23\|301604;2026-06-01\|104.99\|-2.21\|108.00\|110.80\|104.59\|214901;2026-06-02\|109.63\|4.42\|104.87\|112.00\|103.40\|255249;2026-06-03\|113.80\|3.80\|110.19\|116.00\|110.10\|244695;2026-06-04\|117.78\|3.50\|111.50\|120.00\|111.48\|274044;2026-06-05\|115.00\|-2.36\|113.74\|119.09\|111.41\|258014;2026-06-08\|105.62\|-8.16\|107.66\|110.00\|104.70\|237896;2026-06-09\|111.41\|5.48\|108.79\|111.50\|105.81\|210295;2026-06-10\|122.55\|10.00\|107.95\|122.55\|107.10\|334547;2026-06-11\|134.81\|10.00\|126.22\|134.81\|124.00\|576461;2026-06-12\|132.99\|-1.35\|140.01\|144.50\|131.81\|663193;2026-06-15\|138.83\|4.39\|133.32\|138.88\|128.00\|406589;2026-06-16\|137.76\|-0.77\|137.45\|143.60\|135.05\|366139;2026-06-17\|147.92\|7.38\|137.00\|149.22\|136.00\|374932;2026-06-18\|150.16\|1.51\|146.44\|151.60\|143.85\|317760;2026-06-22\|165.18\|10.00\|152.86\|165.18\|152.86\|347296;2026-06-23\|157.32\|-4.76\|160.03\|167.80\|155.20\|351117;2026-06-24\|173.05\|10.00\|155.00\|173.05\|155.00\|325014;2026-06-25\|181.03\|4.61\|184.00\|186.50\|172.00\|407547;2026-06-26\|188.60\|4.18\|180.00\|195.20\|178.20\|355978;2026-06-29\|207.46\|10.00\|199.13\|207.46\|191.18\|416677;2026-06-30\|224.50\|8.21\|216.24\|228.10\|207.47\|447219;2026-07-01\|236.09\|5.16\|220.00\|246.44\|218.00\|449673;2026-07-02\|212.48\|-10.00\|216.00\|225.88\|212.48\|424821;2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959;2026-07-13\|189.02\|-8.76\|205.01\|209.31\|186.83\|344460;2026-07-14\|187.49\|-0.81\|192.80\|193.50\|174.58\|352871;2026-07-15\|171.30\|-8.64\|190.52\|194.88\|170.05\|304103;2026-07-16\|156.00\|-8.93\|167.44\|169.65\|154.17\|329345
111053	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	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	2026-03-09\|276.09\|-3.12\|273.00\|277.70\|264.00\|283546;2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;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
111052	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	涨停揭秘：长鑫存储业绩超预期引爆国产光刻胶替代逻辑；涨停缘由：公司光刻胶业务已覆盖PCB、FPD及IC全链条，直接受益于长鑫存储扩产带来的半导体材料国产替代加速；资金逻辑：主力资金大幅净流入，超大单占比显著提升，显示对半导体上游材料卡位价值的集中抢筹；风险提示：IC光刻胶量产进度不及预期，客户认证周期长，短期业绩贡献有限	1、公司立足原有PCB油墨、UV固化涂料扩展到FPD光刻胶、IC光刻胶及配套等多种光固化领域电子材料，光刻胶板块从PCB光刻胶拓展到FPD光刻胶、IC光刻胶及配套材料等微电子材料领域； 2、公司光伏封装胶主要用于0BB点胶、UV串胶焊带粘接及电池片保护等作用，可适用于XBC、HJT、钙钛矿叠层等工艺光伏电池组件	2026-03-09\|23.46\|-3.89\|23.97\|23.98\|22.80\|87670;2026-03-10\|24.31\|3.62\|23.82\|24.33\|23.77\|62563;2026-03-11\|24.42\|0.45\|24.32\|24.87\|24.19\|66502;2026-03-12\|24.00\|-1.72\|24.38\|24.38\|23.81\|54620;2026-03-13\|23.83\|-0.71\|23.82\|24.47\|23.78\|42284;2026-03-16\|24.28\|1.89\|23.85\|24.30\|23.72\|52104;2026-03-17\|23.14\|-4.70\|24.28\|24.50\|23.10\|60050;2026-03-18\|23.37\|0.99\|23.13\|23.46\|22.94\|36640;2026-03-19\|22.35\|-4.36\|22.90\|23.05\|22.20\|56478;2026-03-20\|21.82\|-2.37\|22.45\|22.56\|21.82\|42631;2026-03-23\|20.45\|-6.28\|21.17\|21.60\|20.35\|58449;2026-03-24\|21.20\|3.67\|21.10\|21.25\|20.39\|41714;2026-03-25\|21.73\|2.50\|21.30\|21.89\|21.29\|38510;2026-03-26\|21.15\|-2.67\|21.73\|21.80\|21.05\|33467;2026-03-27\|21.52\|1.75\|20.85\|21.68\|20.85\|32033;2026-03-30\|21.61\|0.42\|21.34\|21.98\|21.20\|39125;2026-03-31\|21.27\|-1.57\|21.52\|21.81\|21.22\|30454;2026-04-01\|21.69\|1.97\|21.67\|21.84\|21.42\|29862;2026-04-02\|20.91\|-3.60\|21.56\|21.71\|20.72\|34145;2026-04-03\|20.83\|-0.38\|21.00\|21.30\|20.82\|33228;2026-04-07\|21.48\|3.12\|20.86\|21.48\|20.86\|33807;2026-04-08\|22.47\|4.61\|21.81\|22.55\|21.60\|54935;2026-04-09\|22.15\|-1.42\|22.18\|22.70\|22.11\|42038;2026-04-10\|22.13\|-0.09\|22.23\|22.49\|22.13\|39049;2026-04-13\|22.14\|0.05\|21.93\|22.26\|21.71\|31136;2026-04-14\|22.43\|1.31\|22.33\|22.44\|22.00\|40565;2026-04-15\|21.86\|-2.54\|22.48\|22.50\|21.80\|36321;2026-04-16\|22.21\|1.60\|21.87\|22.27\|21.82\|29461;2026-04-17\|22.50\|1.31\|22.13\|22.75\|22.13\|50747;2026-04-20\|23.34\|3.73\|22.40\|23.41\|22.40\|70392;2026-04-21\|23.38\|0.17\|23.35\|23.69\|23.05\|60305;2026-04-22\|23.57\|0.81\|23.40\|23.68\|23.21\|52023;2026-04-23\|23.38\|-0.81\|23.68\|23.94\|23.26\|53583;2026-04-24\|23.08\|-1.28\|23.30\|23.53\|22.90\|45045;2026-04-27\|23.40\|1.39\|23.18\|23.59\|23.18\|51034;2026-04-28\|23.03\|-1.58\|23.25\|23.33\|22.85\|53238;2026-04-29\|22.75\|-1.22\|22.71\|22.96\|22.00\|70629;2026-04-30\|22.52\|-1.01\|22.75\|23.08\|22.40\|48951;2026-05-06\|23.06\|2.40\|22.78\|23.48\|22.73\|66352;2026-05-07\|24.10\|4.51\|23.15\|24.46\|23.15\|101556;2026-05-08\|23.76\|-1.41\|24.00\|24.00\|23.60\|54440;2026-05-11\|25.83\|8.71\|24.23\|26.99\|24.23\|293356;2026-05-12\|26.27\|1.70\|26.00\|26.66\|25.68\|181860;2026-05-13\|26.41\|0.53\|26.09\|26.76\|25.80\|121793;2026-05-14\|25.92\|-1.86\|26.55\|26.69\|25.82\|109243;2026-05-15\|26.14\|0.85\|25.88\|26.70\|25.68\|108556;2026-05-18\|30.15\|15.34\|25.98\|31.37\|25.70\|487613;2026-05-19\|31.66\|5.01\|30.78\|32.50\|30.30\|496849;2026-05-20\|29.88\|-5.62\|31.25\|31.50\|29.66\|374159;2026-05-21\|28.34\|-5.15\|30.30\|30.65\|28.00\|293772;2026-05-22\|30.28\|6.85\|28.34\|31.65\|28.22\|337458;2026-05-25\|31.15\|2.87\|30.19\|33.33\|30.03\|458511;2026-05-26\|30.35\|-2.57\|30.55\|30.98\|29.18\|274914;2026-05-27\|28.32\|-6.69\|30.11\|30.29\|28.20\|224706;2026-05-28\|29.29\|3.43\|28.01\|29.95\|27.83\|195199;2026-05-29\|27.19\|-7.17\|29.29\|29.30\|26.84\|167551;2026-06-01\|26.33\|-3.16\|26.92\|27.72\|26.27\|122888;2026-06-02\|25.78\|-2.09\|26.33\|26.76\|25.55\|121717;2026-06-03\|25.28\|-1.94\|25.56\|26.46\|24.85\|142941;2026-06-04\|25.34\|0.24\|24.81\|26.15\|24.58\|134455;2026-06-05\|26.94\|6.31\|25.01\|29.00\|23.98\|292117;2026-06-08\|26.09\|-3.16\|26.47\|27.40\|25.80\|200577;2026-06-09\|27.03\|3.60\|26.74\|27.29\|25.38\|208896;2026-06-10\|27.00\|-0.11\|26.72\|27.52\|26.59\|209856;2026-06-11\|27.89\|3.30\|26.74\|27.96\|26.50\|338217;2026-06-12\|26.04\|-6.63\|27.90\|28.38\|25.90\|351456;2026-06-15\|28.30\|8.68\|26.06\|28.99\|26.06\|341001;2026-06-16\|28.90\|2.12\|28.40\|29.16\|27.99\|286244;2026-06-17\|29.57\|2.32\|28.50\|30.25\|28.40\|286669;2026-06-18\|28.92\|-2.20\|29.05\|29.45\|28.42\|242185;2026-06-22\|31.09\|7.50\|30.40\|32.32\|29.75\|413336;2026-06-23\|32.31\|3.92\|31.52\|34.22\|30.78\|434338;2026-06-24\|32.46\|0.46\|32.62\|33.80\|30.97\|371027;2026-06-25\|30.93\|-4.71\|32.47\|33.45\|30.67\|320992;2026-06-26\|32.52\|5.14\|30.33\|33.68\|30.18\|377582;2026-06-29\|31.62\|-2.77\|32.20\|34.18\|30.51\|349649;2026-06-30\|33.60\|6.26\|31.31\|33.80\|30.88\|342274;2026-07-01\|35.27\|4.97\|33.15\|36.45\|33.00\|414069;2026-07-02\|34.43\|-2.38\|33.70\|36.40\|32.10\|321603;2026-07-03\|30.85\|-10.40\|34.40\|34.40\|30.71\|297273;2026-07-06\|29.08\|-5.74\|30.87\|31.26\|28.88\|201641;2026-07-07\|27.93\|-3.95\|28.78\|28.94\|27.52\|127839;2026-07-08\|26.34\|-5.69\|27.93\|28.34\|25.84\|134131;2026-07-09\|27.10\|2.89\|26.65\|27.17\|25.53\|159068;2026-07-10\|25.43\|-6.16\|27.12\|28.60\|25.38\|200578;2026-07-13\|22.81\|-10.30\|25.41\|25.60\|22.79\|170072;2026-07-14\|23.03\|0.96\|22.82\|23.28\|21.89\|120635;2026-07-15\|22.02\|-4.39\|23.05\|23.62\|21.80\|102733;2026-07-16\|20.83\|-5.40\|21.67\|22.14\|20.67\|116537
111051	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	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	2026-03-09\|15.87\|0.32\|15.10\|16.65\|14.43\|708936;2026-03-10\|15.97\|0.63\|16.10\|16.44\|15.86\|479882;2026-03-11\|16.18\|1.31\|16.01\|16.34\|15.86\|468837;2026-03-12\|15.88\|-1.85\|16.40\|16.40\|15.66\|389812;2026-03-13\|15.54\|-2.14\|15.80\|16.35\|15.52\|491013;2026-03-16\|15.80\|1.67\|15.30\|16.10\|15.14\|499413;2026-03-17\|15.60\|-1.27\|15.72\|16.58\|15.55\|574628;2026-03-18\|16.08\|3.08\|15.85\|16.19\|15.29\|589250;2026-03-19\|15.46\|-3.86\|15.70\|15.95\|15.15\|500126;2026-03-20\|13.91\|-10.03\|15.60\|15.70\|13.91\|670236;2026-03-23\|12.52\|-9.99\|13.00\|13.30\|12.52\|455817;2026-03-24\|12.90\|3.04\|12.65\|12.95\|12.25\|400702;2026-03-25\|13.02\|0.93\|12.92\|13.28\|12.83\|384125;2026-03-26\|12.47\|-4.22\|12.86\|12.87\|12.41\|304845;2026-03-27\|12.59\|0.96\|12.13\|12.69\|12.05\|255904;2026-03-30\|12.35\|-1.91\|12.29\|12.40\|12.09\|236298;2026-03-31\|12.12\|-1.86\|12.30\|12.94\|11.62\|564065;2026-04-01\|11.90\|-1.82\|12.35\|12.45\|11.79\|387401;2026-04-02\|11.50\|-3.36\|12.01\|12.03\|11.46\|274806;2026-04-03\|11.38\|-1.04\|11.55\|11.59\|11.11\|257256;2026-04-07\|11.19\|-1.67\|11.35\|11.45\|11.15\|176086;2026-04-08\|11.91\|6.43\|11.48\|11.96\|11.32\|335392;2026-04-09\|11.90\|-0.08\|11.87\|12.07\|11.60\|243002;2026-04-10\|11.98\|0.67\|12.15\|12.27\|11.98\|217979;2026-04-13\|12.07\|0.75\|11.90\|12.10\|11.83\|174463;2026-04-14\|12.54\|3.89\|12.30\|13.07\|12.13\|454846;2026-04-15\|12.27\|-2.15\|12.40\|12.68\|12.22\|273819;2026-04-16\|12.36\|0.73\|12.20\|12.48\|12.10\|232956;2026-04-17\|12.71\|2.83\|12.48\|12.92\|12.28\|435803;2026-04-20\|12.38\|-2.60\|12.50\|12.64\|12.34\|310246;2026-04-21\|12.70\|2.58\|12.50\|12.78\|12.20\|325186;2026-04-22\|12.93\|1.81\|12.68\|12.98\|12.56\|246583;2026-04-23\|12.51\|-3.25\|12.95\|12.99\|12.46\|228053;2026-04-24\|12.57\|0.48\|12.50\|12.74\|12.39\|197272;2026-04-27\|12.61\|0.32\|12.54\|12.74\|12.31\|158559;2026-04-28\|12.79\|1.43\|12.72\|13.08\|12.65\|266730;2026-04-29\|12.98\|1.49\|12.66\|13.04\|12.60\|232446;2026-04-30\|13.74\|5.86\|13.03\|14.26\|12.85\|622807;2026-05-06\|13.92\|1.31\|13.74\|14.20\|13.50\|550115;2026-05-07\|14.64\|5.17\|13.93\|14.97\|13.89\|544494;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
111050	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	间接投资长鑫+环保水务+国企改革 1、据2026年5月14日互动易，公司通过新能源产业基金对长鑫存储进行了投资。 2、据2026年4月25日年报，公司环保水务占中山供水94%、污水50%份额，2025年该板块营收18.31亿元，同比增27.36%，区域龙头地位明确。 3、据2026年4月3日公告，控股股东中山投控拟协议转让5%股份已签署协议，公司仍为中山市属国企，实控人不变。	通过新能源产业基金对奇瑞汽车、长鑫存储进行了投资	2026-03-09\|11.55\|-2.78\|11.73\|11.76\|11.43\|192710;2026-03-10\|11.67\|1.04\|11.64\|11.74\|11.62\|117680;2026-03-11\|11.77\|0.86\|11.67\|11.78\|11.55\|127568;2026-03-12\|11.80\|0.25\|11.72\|11.85\|11.71\|109588;2026-03-13\|11.74\|-0.51\|11.78\|11.91\|11.71\|130824;2026-03-16\|11.49\|-2.13\|11.73\|11.75\|11.42\|161127;2026-03-17\|11.57\|0.70\|11.55\|11.77\|11.53\|140730;2026-03-18\|11.64\|0.60\|11.57\|11.71\|11.47\|108542;2026-03-19\|11.36\|-2.41\|11.54\|11.58\|11.34\|123465;2026-03-20\|11.07\|-2.55\|11.38\|11.45\|11.00\|196601;2026-03-23\|10.48\|-5.33\|10.88\|10.89\|10.38\|214264;2026-03-24\|10.70\|2.10\|10.67\|10.72\|10.49\|119868;2026-03-25\|10.82\|1.12\|10.74\|10.90\|10.65\|146814;2026-03-26\|10.83\|0.09\|10.79\|10.94\|10.77\|135739;2026-03-27\|10.95\|1.11\|10.73\|10.97\|10.70\|110624;2026-03-30\|10.94\|-0.09\|10.88\|10.94\|10.71\|114514;2026-03-31\|11.11\|1.55\|10.90\|11.42\|10.88\|180108;2026-04-01\|11.12\|0.09\|11.27\|11.36\|11.02\|168656;2026-04-02\|10.87\|-2.25\|11.11\|11.12\|10.77\|133452;2026-04-03\|10.69\|-1.66\|11.04\|11.07\|10.61\|128420;2026-04-07\|10.65\|-0.37\|10.69\|10.78\|10.59\|92082;2026-04-08\|10.99\|3.19\|10.84\|11.01\|10.81\|140684;2026-04-09\|10.83\|-1.46\|10.91\|10.95\|10.81\|83907;2026-04-10\|11.05\|2.03\|10.92\|11.26\|10.91\|147899;2026-04-13\|11.03\|-0.18\|11.00\|11.14\|10.96\|104753;2026-04-14\|11.08\|0.45\|11.10\|11.12\|10.98\|82720;2026-04-15\|11.06\|-0.18\|11.11\|11.13\|11.04\|80147;2026-04-16\|11.17\|0.99\|11.09\|11.19\|11.06\|103370;2026-04-17\|11.17\|0.00\|11.12\|11.26\|11.10\|121368;2026-04-20\|11.18\|0.09\|11.12\|11.21\|11.08\|93592;2026-04-21\|11.36\|1.61\|11.19\|11.37\|11.12\|118570;2026-04-22\|11.55\|1.67\|11.32\|11.71\|11.29\|161893;2026-04-23\|11.64\|0.78\|11.52\|11.68\|11.50\|131706;2026-04-24\|11.55\|-0.77\|11.61\|11.64\|11.44\|127172;2026-04-27\|11.41\|-1.21\|11.52\|11.52\|11.10\|227119;2026-04-28\|11.62\|1.84\|11.61\|11.68\|11.48\|139776;2026-04-29\|11.83\|1.81\|11.63\|11.87\|11.57\|201334;2026-04-30\|11.73\|-0.85\|12.11\|12.23\|11.65\|275575;2026-05-06\|11.84\|0.94\|11.74\|11.89\|11.70\|210663;2026-05-07\|11.74\|-0.84\|11.82\|11.87\|11.68\|134898;2026-05-08\|11.66\|-0.68\|11.71\|11.76\|11.54\|136940;2026-05-11\|11.59\|-0.60\|11.60\|11.67\|11.39\|265263;2026-05-12\|11.53\|-0.52\|11.58\|11.65\|11.46\|190646;2026-05-13\|11.45\|-0.69\|11.48\|11.60\|11.36\|203156;2026-05-14\|11.32\|-1.14\|11.50\|11.58\|11.30\|177901;2026-05-15\|11.07\|-2.21\|11.32\|11.34\|10.97\|222488;2026-05-18\|12.18\|10.03\|11.76\|12.18\|11.76\|866042;2026-05-19\|12.90\|5.91\|11.94\|13.04\|11.93\|1123939;2026-05-20\|12.48\|-3.26\|12.63\|12.64\|12.35\|631427;2026-05-21\|12.34\|-1.12\|12.55\|13.22\|12.32\|632531;2026-05-22\|12.19\|-1.22\|12.37\|12.48\|12.00\|403068;2026-05-25\|12.15\|-0.33\|12.22\|12.36\|12.03\|325521;2026-05-26\|12.20\|0.41\|12.04\|12.30\|11.76\|333284;2026-05-27\|11.83\|-3.03\|12.19\|12.35\|11.77\|320825;2026-05-28\|11.42\|-3.47\|11.80\|11.88\|11.28\|323798;2026-05-29\|11.46\|0.35\|11.40\|11.70\|11.33\|245053;2026-06-01\|11.53\|0.61\|11.46\|11.63\|11.34\|201027;2026-06-02\|11.34\|-1.65\|11.47\|11.54\|11.28\|200219;2026-06-03\|11.25\|-0.79\|11.30\|11.35\|11.09\|205088;2026-06-04\|10.94\|-2.76\|11.17\|11.27\|10.88\|206707;2026-06-05\|10.77\|-1.55\|10.93\|11.03\|10.76\|186635;2026-06-08\|10.36\|-3.81\|10.61\|10.65\|10.30\|254689;2026-06-09\|10.37\|0.10\|10.41\|10.45\|10.20\|141243;2026-06-10\|10.38\|0.10\|10.30\|10.43\|10.24\|135441;2026-06-11\|10.25\|-1.25\|10.35\|10.43\|10.18\|117929;2026-06-12\|10.74\|4.78\|10.30\|10.76\|10.28\|256296;2026-06-15\|10.96\|2.05\|10.79\|11.11\|10.68\|219461;2026-06-16\|11.07\|1.00\|10.90\|11.19\|10.79\|215274;2026-06-17\|11.19\|1.08\|11.03\|11.28\|10.99\|168271;2026-06-18\|10.96\|-2.06\|11.12\|11.19\|10.92\|135664;2026-06-22\|11.57\|5.57\|10.93\|11.60\|10.83\|301025;2026-06-23\|11.47\|-0.86\|11.57\|11.87\|11.41\|263873;2026-06-24\|11.22\|-2.18\|11.42\|11.46\|11.13\|191660;2026-06-25\|11.27\|0.45\|11.20\|11.53\|11.18\|189074;2026-06-26\|11.08\|-1.69\|11.21\|11.39\|11.02\|165646;2026-06-29\|11.12\|0.36\|11.14\|11.21\|10.86\|172616;2026-06-30\|11.16\|0.36\|11.09\|11.20\|10.96\|141572;2026-07-01\|11.68\|4.66\|11.16\|11.91\|11.08\|319382;2026-07-02\|11.31\|-3.17\|11.62\|11.75\|11.31\|233387;2026-07-03\|11.35\|0.35\|11.35\|11.42\|11.24\|149948;2026-07-06\|11.36\|0.09\|11.50\|11.58\|11.28\|153524;2026-07-07\|11.01\|-3.08\|11.33\|11.34\|10.90\|156805;2026-07-08\|11.06\|0.45\|11.02\|11.15\|10.93\|125282;2026-07-09\|11.53\|4.25\|11.25\|11.57\|11.18\|282692;2026-07-10\|11.22\|-2.69\|11.50\|11.50\|11.07\|253493;2026-07-13\|11.12\|-0.89\|11.19\|11.34\|11.06\|188088;2026-07-14\|11.18\|0.54\|11.06\|11.22\|10.94\|170896;2026-07-15\|11.19\|3.61\|11.28\|11.64\|11.15\|421044;2026-07-16\|10.89\|-2.68\|11.11\|11.20\|10.86\|296484
111049	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	半导体洁净室+OLED洁净室+订单新高+存储芯片行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月25日公告，公司与中建三局签署“TCL华星第8.6代印刷OLED生产线一期项目洁净2包”实施合同，签约合同总金额3.59亿元含税。 2、据2026年5月29日互动易，受益于下游半导体、新型显示等电子产业投资保持高景气，公司2026年1-4月新签订单不含税43.25亿元，承接项目规模增长较快。 3、据2025年年度报告，公司参建了国内首个投入量产的动态随机存取存储芯片DRAM设计制造一体化项目，主要客户包括长鑫存储、长江存储等。 4、据2025年年度报告，公司主营洁净室系统集成，覆盖半导体及泛半导体、新型显示等产业，是国内少数具备承接多行业主流项目能力的洁净室系统集成解决方案提供商之一。	我国洁净室行业头部企业之一，长鑫为公司客户之一	2026-03-09\|15.57\|-2.57\|15.50\|15.64\|15.02\|130571;2026-03-10\|16.02\|2.89\|15.87\|16.16\|15.77\|107814;2026-03-11\|15.68\|-2.12\|16.01\|16.20\|15.66\|90367;2026-03-12\|15.45\|-1.47\|15.86\|15.97\|15.40\|94051;2026-03-13\|15.68\|1.49\|15.40\|16.12\|15.40\|139240;2026-03-16\|16.26\|3.70\|15.54\|16.51\|15.46\|174670;2026-03-17\|16.63\|2.28\|16.26\|17.24\|15.90\|252316;2026-03-18\|15.98\|-3.91\|16.50\|16.86\|15.59\|202665;2026-03-19\|16.29\|1.94\|15.58\|16.93\|15.42\|215267;2026-03-20\|17.26\|5.95\|16.26\|17.92\|16.25\|512448;2026-03-23\|17.06\|-1.16\|17.27\|18.20\|17.00\|449776;2026-03-24\|17.59\|3.11\|17.49\|18.07\|17.06\|281732;2026-03-25\|19.35\|10.01\|17.85\|19.35\|17.51\|301432;2026-03-26\|18.28\|-5.53\|19.20\|19.66\|18.00\|468219;2026-03-27\|18.30\|0.11\|17.72\|18.62\|17.58\|285282;2026-03-30\|18.16\|-0.77\|17.97\|18.33\|17.74\|167373;2026-03-31\|17.14\|-5.62\|17.92\|17.99\|17.05\|177013;2026-04-01\|18.85\|9.98\|17.60\|18.85\|17.60\|166143;2026-04-02\|18.92\|0.37\|19.00\|19.48\|18.37\|335604;2026-04-03\|19.48\|2.96\|19.11\|20.25\|19.11\|357421;2026-04-07\|21.43\|10.01\|19.76\|21.43\|19.70\|429998;2026-04-08\|22.44\|4.71\|22.44\|23.16\|21.80\|505110;2026-04-09\|24.68\|9.98\|22.44\|24.68\|21.75\|387876;2026-04-10\|24.90\|0.89\|25.19\|25.50\|23.93\|542728;2026-04-13\|24.55\|-1.41\|24.09\|25.17\|23.78\|332702;2026-04-14\|23.85\|-2.85\|24.31\|24.96\|23.61\|303018;2026-04-15\|25.87\|8.47\|23.88\|26.24\|23.88\|392674;2026-04-16\|25.50\|-1.43\|24.80\|26.00\|24.80\|280290;2026-04-17\|24.87\|-2.47\|25.38\|26.15\|24.60\|220330;2026-04-20\|24.55\|-1.29\|24.85\|25.20\|24.12\|216776;2026-04-21\|23.99\|-2.28\|24.46\|24.67\|23.96\|149018;2026-04-22\|23.54\|-1.88\|24.26\|24.40\|22.87\|250840;2026-04-23\|23.34\|-0.85\|23.78\|23.88\|23.05\|191754;2026-04-24\|22.95\|-1.67\|23.30\|23.80\|22.86\|164219;2026-04-27\|22.97\|0.09\|23.09\|23.37\|22.73\|177200;2026-04-28\|22.05\|-4.01\|23.10\|23.37\|21.98\|194501;2026-04-29\|23.34\|5.85\|22.05\|23.75\|22.01\|350759;2026-04-30\|22.78\|-2.40\|23.13\|23.40\|22.50\|197962;2026-05-06\|23.76\|4.30\|23.13\|23.92\|23.00\|347465;2026-05-07\|24.98\|5.13\|23.55\|25.15\|23.19\|412531;2026-05-08\|25.68\|2.80\|24.52\|26.70\|24.33\|315657;2026-05-11\|26.70\|3.97\|25.81\|27.29\|25.58\|277506;2026-05-12\|25.75\|-3.56\|26.35\|26.46\|25.45\|188169;2026-05-13\|25.94\|0.74\|25.21\|26.09\|24.90\|157369;2026-05-14\|25.62\|-1.23\|25.99\|26.40\|25.13\|144964;2026-05-15\|28.18\|9.99\|25.62\|28.18\|25.48\|311574;2026-05-18\|31.00\|10.01\|30.40\|31.00\|30.05\|111758;2026-05-19\|30.27\|-2.35\|31.00\|31.00\|28.90\|507028;2026-05-20\|33.30\|10.01\|29.95\|33.30\|29.95\|448608;2026-05-21\|33.13\|-0.51\|33.97\|35.66\|33.13\|505315;2026-05-22\|32.99\|-0.42\|33.35\|35.15\|32.00\|437378;2026-05-25\|33.70\|2.15\|32.00\|34.93\|31.31\|417006;2026-05-26\|31.03\|-7.92\|32.00\|32.21\|30.33\|357490;2026-05-27\|29.22\|-5.83\|30.96\|31.02\|28.91\|270646;2026-05-28\|28.48\|-2.53\|29.22\|29.77\|28.03\|200393;2026-05-29\|26.57\|-6.71\|28.39\|28.56\|26.30\|207251;2026-06-01\|25.36\|-4.55\|26.70\|26.90\|25.26\|151543;2026-06-02\|26.40\|4.10\|25.63\|26.73\|24.92\|226070;2026-06-03\|27.46\|4.02\|26.40\|28.18\|26.01\|350005;2026-06-04\|28.30\|3.06\|27.10\|28.83\|27.00\|241761;2026-06-05\|27.60\|-2.47\|28.01\|28.77\|27.39\|207951;2026-06-08\|27.13\|-1.70\|25.61\|27.96\|25.61\|146505;2026-06-09\|28.65\|5.60\|27.99\|29.57\|27.83\|219756;2026-06-10\|29.22\|1.99\|28.05\|30.66\|28.05\|333038;2026-06-11\|30.89\|5.72\|28.30\|30.97\|28.00\|333011;2026-06-12\|29.45\|-4.66\|31.61\|31.70\|29.45\|347947;2026-06-15\|32.40\|10.02\|30.00\|32.40\|29.60\|283408;2026-06-16\|32.06\|-1.05\|32.80\|33.30\|31.50\|321125;2026-06-17\|33.12\|3.31\|31.44\|33.70\|31.44\|295075;2026-06-18\|31.38\|-5.25\|32.60\|33.12\|30.73\|295882;2026-06-22\|29.76\|-5.16\|31.00\|31.37\|28.65\|279825;2026-06-23\|29.43\|-1.11\|29.66\|30.52\|28.68\|198815;2026-06-24\|32.37\|9.99\|28.89\|32.37\|28.82\|285059;2026-06-25\|34.80\|7.51\|33.95\|35.13\|33.10\|399857;2026-06-26\|38.28\|10.00\|34.77\|38.28\|34.35\|370442;2026-06-29\|42.11\|10.01\|40.66\|42.11\|38.00\|217208;2026-06-30\|44.04\|4.58\|44.46\|45.70\|42.50\|564044;2026-07-01\|41.30\|-6.22\|43.00\|44.49\|40.90\|444189;2026-07-02\|37.95\|-8.11\|38.97\|40.30\|37.80\|351667;2026-07-03\|37.38\|-1.50\|37.95\|39.00\|36.12\|263549;2026-07-06\|35.90\|-3.78\|37.37\|38.09\|35.00\|177496;2026-07-07\|34.86\|-2.90\|35.32\|36.06\|34.14\|171106;2026-07-08\|34.36\|-1.43\|35.41\|35.87\|32.68\|195813;2026-07-09\|35.55\|3.46\|36.64\|37.80\|33.70\|414315;2026-07-10\|36.07\|1.46\|35.55\|38.61\|34.98\|424369;2026-07-13\|36.36\|0.80\|34.52\|38.55\|34.08\|417806;2026-07-14\|35.41\|-2.61\|36.36\|37.64\|33.78\|333627;2026-07-15\|33.49\|-5.42\|36.55\|36.66\|32.60\|266528;2026-07-16\|31.66\|-5.46\|31.47\|34.33\|31.47\|204067
111048	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	间接投资长鑫科技、甬矽电子+机器人关节+空调风叶行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2025年7月16日机构调研，公司通过认购宁波燕创德鑫创业投资合伙企业（有限合伙）的8,000万元份额，间接获得了长鑫科技集团股份有限公司的股权。据2026年4月24日年报，截至本报告期末，公司还持有宁波燕创宸翊创业投资基金合伙企业（有限合伙）份额比例为28.44%；持有宁波燕创德鑫创业投资合伙企业（有限合伙）份额比例为5.95%；持有金华御道数维创业投资合伙企业（有限合伙）份额比例为39.98%；持有甬矽电子股份比例为7.55%。 2、据2026年4月24日年报，公司自主研发的关节电机模组已开发5个型号，集成永磁同步电机、谐波减速器及智能控制技术，可适配人形机器人场景，计划年内落地应用。 3、据2026年4月24日年报，公司为空调风叶细分领域龙头，服务格力、美的、海尔等核心客户，2025年获工信部“制造业单项冠军企业”。	公司间接持有长鑫科技集团0.066%股份	2026-03-09\|25.18\|-1.41\|25.06\|25.48\|24.46\|35814;2026-03-10\|25.73\|2.18\|25.63\|25.78\|25.45\|22386;2026-03-11\|25.43\|-1.17\|25.64\|26.03\|25.25\|28600;2026-03-12\|24.80\|-2.48\|25.45\|25.50\|24.64\|21738;2026-03-13\|25.20\|1.61\|24.61\|25.45\|24.54\|28110;2026-03-16\|25.39\|0.75\|25.11\|25.47\|24.77\|21505;2026-03-17\|25.01\|-1.50\|25.39\|25.92\|25.00\|25861;2026-03-18\|25.36\|1.40\|25.00\|25.44\|24.88\|20290;2026-03-19\|24.53\|-3.27\|25.06\|25.36\|24.47\|24570;2026-03-20\|23.75\|-3.18\|24.73\|25.05\|23.75\|21606;2026-03-23\|22.15\|-6.74\|23.30\|23.41\|21.95\|35408;2026-03-24\|22.85\|3.16\|22.69\|22.86\|22.20\|24709;2026-03-25\|22.83\|-0.09\|22.86\|23.50\|22.40\|52060;2026-03-26\|22.51\|-1.40\|22.76\|23.45\|22.36\|30044;2026-03-27\|22.49\|-0.09\|22.17\|22.67\|22.07\|21530;2026-03-30\|22.34\|-0.67\|22.06\|22.44\|22.01\|14266;2026-03-31\|22.43\|0.40\|22.39\|22.88\|22.13\|31277;2026-04-01\|22.72\|1.29\|22.73\|22.98\|22.61\|23151;2026-04-02\|22.17\|-2.42\|22.75\|22.75\|21.97\|21260;2026-04-03\|21.69\|-2.17\|22.19\|22.19\|21.60\|17404;2026-04-07\|21.99\|1.38\|21.70\|22.21\|21.70\|16076;2026-04-08\|23.10\|5.05\|22.69\|23.17\|22.51\|25308;2026-04-09\|22.93\|-0.74\|22.99\|23.18\|22.77\|14248;2026-04-10\|23.19\|1.13\|22.99\|23.46\|22.99\|20227;2026-04-13\|23.15\|-0.17\|23.09\|23.17\|22.85\|16023;2026-04-14\|23.85\|3.02\|23.43\|23.85\|23.16\|23142;2026-04-15\|23.55\|-1.26\|23.85\|24.07\|23.48\|18779;2026-04-16\|23.75\|0.85\|23.55\|23.99\|23.42\|17375;2026-04-17\|23.86\|0.46\|23.68\|23.89\|23.42\|20926;2026-04-20\|23.85\|-0.04\|23.82\|24.09\|23.70\|19008;2026-04-21\|23.69\|-0.67\|23.83\|23.83\|23.53\|15481;2026-04-22\|23.85\|0.68\|23.50\|23.99\|23.50\|18170;2026-04-23\|23.25\|-2.52\|23.80\|24.47\|23.10\|31267;2026-04-24\|22.38\|-3.74\|22.98\|23.39\|21.83\|50352;2026-04-27\|24.62\|10.01\|22.44\|24.62\|22.01\|75259;2026-04-28\|23.14\|-6.01\|24.56\|24.58\|22.86\|90677;2026-04-29\|22.59\|-2.38\|23.10\|23.28\|22.32\|57045;2026-04-30\|24.85\|10.00\|23.22\|24.85\|23.15\|77901;2026-05-06\|25.38\|2.13\|25.55\|25.98\|25.03\|139258;2026-05-07\|26.06\|2.68\|25.46\|26.18\|25.20\|102933;2026-05-08\|25.80\|-1.00\|26.00\|26.27\|25.61\|68340;2026-05-11\|26.66\|3.33\|26.11\|26.98\|26.00\|85560;2026-05-12\|27.46\|3.00\|26.51\|27.50\|26.22\|86649;2026-05-13\|26.99\|-1.71\|27.00\|27.33\|26.28\|79328;2026-05-14\|26.71\|-1.04\|26.90\|27.50\|26.71\|69024;2026-05-15\|27.41\|2.62\|26.80\|27.86\|26.60\|79212;2026-05-18\|30.15\|10.00\|30.15\|30.15\|29.60\|52966;2026-05-19\|28.63\|-5.04\|29.49\|30.00\|28.10\|159348;2026-05-20\|29.82\|4.16\|29.15\|30.06\|28.64\|134265;2026-05-21\|28.80\|-3.42\|29.82\|31.49\|28.73\|143092;2026-05-22\|29.00\|0.69\|29.34\|29.94\|28.30\|115430;2026-05-25\|30.06\|3.66\|28.95\|30.45\|28.50\|113165;2026-05-26\|30.45\|1.30\|30.03\|31.26\|29.70\|133212;2026-05-27\|29.06\|-4.56\|30.33\|30.45\|28.83\|90077;2026-05-28\|28.48\|-2.00\|28.99\|29.54\|27.68\|99556;2026-05-29\|27.20\|-4.49\|28.56\|28.91\|26.99\|71181;2026-06-01\|26.82\|-1.40\|27.20\|27.50\|26.51\|53651;2026-06-02\|26.19\|-2.35\|26.56\|27.00\|25.71\|46485;2026-06-03\|25.89\|-1.15\|26.20\|26.84\|25.66\|65916;2026-06-04\|25.86\|-0.12\|25.55\|26.19\|25.50\|35000;2026-06-05\|25.72\|-0.54\|25.89\|26.30\|24.90\|47871;2026-06-08\|24.41\|-5.09\|24.91\|25.33\|24.00\|41870;2026-06-09\|24.81\|1.64\|24.65\|24.95\|24.21\|33264;2026-06-10\|25.36\|2.22\|24.50\|25.75\|24.23\|62679;2026-06-11\|25.79\|1.70\|24.95\|25.97\|24.95\|53298;2026-06-12\|25.30\|-1.90\|25.98\|26.89\|25.16\|52279;2026-06-15\|27.83\|10.00\|25.65\|27.83\|25.65\|84850;2026-06-16\|28.48\|2.34\|28.39\|29.26\|27.98\|97142;2026-06-17\|29.08\|2.11\|28.48\|29.37\|28.24\|71225;2026-06-18\|28.77\|0.84\|28.54\|28.98\|28.18\|62454;2026-06-22\|28.53\|-0.83\|28.74\|29.30\|27.82\|66803;2026-06-23\|29.06\|1.86\|28.25\|29.70\|27.88\|69866;2026-06-24\|29.62\|1.93\|28.95\|29.95\|28.27\|66620;2026-06-25\|28.90\|-2.43\|29.80\|30.35\|28.68\|68793;2026-06-26\|29.41\|1.76\|28.82\|30.83\|28.71\|87003;2026-06-29\|32.35\|10.00\|29.80\|32.35\|29.62\|131779;2026-06-30\|34.25\|5.87\|33.67\|34.80\|31.70\|211459;2026-07-01\|33.80\|-1.31\|34.28\|35.88\|33.51\|171433;2026-07-02\|32.23\|-4.64\|32.19\|33.88\|32.09\|116016;2026-07-03\|35.45\|9.99\|32.01\|35.45\|31.66\|126710;2026-07-06\|33.90\|-4.37\|36.00\|36.00\|33.00\|145347;2026-07-07\|31.92\|-5.84\|33.45\|33.90\|31.62\|80701;2026-07-08\|30.45\|-4.61\|32.23\|32.60\|30.41\|72275;2026-07-09\|33.50\|10.02\|31.50\|33.50\|31.20\|48751;2026-07-10\|32.71\|-2.36\|35.31\|35.31\|32.68\|170339;2026-07-13\|29.55\|-9.66\|32.55\|32.98\|29.44\|109380;2026-07-14\|29.27\|-0.95\|29.98\|30.90\|28.37\|89705;2026-07-15\|28.36\|-3.11\|30.00\|31.00\|28.00\|84678;2026-07-16\|26.00\|-8.32\|27.77\|28.22\|25.56\|91967
111047	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	存算基地+供水+武汉国资 1、据2026年6月17日互动易，公司就投资者关注的同业竞争事项回复，将按照监管规则进行披露，目前无应披露而未披露的事项。 2、据2026年4月24日年报，公司主营供水和建筑业务，所在片区已启动世界级存算一体化产业基地建设，预计未来三到五年区域用水需求将出现跳跃式增长，为公司供水及市政建设业务提供广阔空间。 3、据2026年4月24日年报，公司2025年实现营业收入8156.40万元、净利润1902.53万元，分别同比增长7.70%和48.48%，主要财务指标实现连续七年增长；公司最终控制人为武汉东湖新技术开发区管理委员会。	公司实控人武汉东湖新技术开发区管理委员会，与长江储存同一实控人	2026-03-09\|12.41\|-4.46\|12.80\|12.80\|12.24\|105299;2026-03-10\|13.65\|9.99\|12.49\|13.65\|12.47\|222098;2026-03-11\|15.02\|10.04\|14.10\|15.02\|13.84\|403751;2026-03-12\|14.70\|-2.13\|15.02\|15.36\|14.59\|374730;2026-03-13\|14.28\|-2.86\|14.64\|14.81\|14.01\|258518;2026-03-16\|14.71\|3.01\|14.15\|14.94\|14.07\|281274;2026-03-17\|14.22\|-3.33\|14.55\|14.72\|14.08\|180619;2026-03-18\|14.14\|-0.56\|14.23\|14.39\|13.77\|156588;2026-03-19\|13.72\|-2.97\|14.01\|14.07\|13.60\|115559;2026-03-20\|13.28\|-3.21\|13.79\|13.83\|13.19\|131366;2026-03-23\|11.95\|-10.02\|12.90\|12.97\|11.95\|145798;2026-03-24\|12.29\|2.85\|12.10\|12.30\|11.71\|103249;2026-03-25\|12.56\|2.20\|12.20\|13.02\|12.18\|117843;2026-03-26\|12.36\|-1.59\|12.53\|12.56\|12.10\|88838;2026-03-27\|13.60\|10.03\|12.27\|13.60\|12.25\|124298;2026-03-30\|14.00\|2.94\|13.46\|14.07\|13.22\|203306;2026-03-31\|14.05\|0.36\|14.16\|14.40\|13.93\|168355;2026-04-01\|13.93\|-0.85\|14.00\|14.12\|13.66\|92118;2026-04-02\|13.97\|0.29\|13.71\|14.20\|13.71\|94542;2026-04-03\|13.70\|-1.93\|13.97\|14.00\|13.56\|82306;2026-04-07\|13.14\|-4.09\|13.66\|13.74\|12.85\|117758;2026-04-08\|13.87\|5.56\|13.45\|14.02\|13.30\|120951;2026-04-09\|14.80\|6.71\|13.92\|15.20\|13.75\|221264;2026-04-10\|14.65\|-1.01\|14.85\|14.98\|14.55\|135737;2026-04-13\|14.54\|-0.75\|14.49\|14.70\|14.36\|99873;2026-04-14\|14.45\|-0.62\|14.54\|14.59\|14.17\|82968;2026-04-15\|15.16\|4.91\|14.42\|15.45\|14.42\|239366;2026-04-16\|14.87\|-1.91\|14.96\|15.01\|14.63\|158125;2026-04-17\|14.93\|0.40\|15.00\|15.01\|14.50\|127498;2026-04-20\|14.98\|0.33\|14.88\|15.10\|14.56\|120076;2026-04-21\|15.21\|1.54\|14.84\|15.50\|14.81\|150603;2026-04-22\|15.18\|-0.20\|15.18\|15.27\|14.85\|104240;2026-04-23\|14.99\|-1.25\|15.01\|15.54\|14.98\|106674;2026-04-24\|15.27\|1.87\|14.91\|15.43\|14.87\|124195;2026-04-27\|15.22\|-0.33\|15.11\|15.29\|14.67\|112310;2026-04-28\|15.85\|4.14\|15.16\|16.26\|15.05\|224883;2026-04-29\|15.18\|-4.23\|15.61\|16.00\|14.71\|252759;2026-04-30\|16.00\|5.40\|15.28\|16.66\|15.00\|260155;2026-05-06\|16.57\|3.56\|15.78\|16.75\|15.66\|214486;2026-05-07\|17.30\|4.41\|16.49\|17.50\|16.38\|238185;2026-05-08\|17.80\|2.89\|17.01\|17.86\|16.90\|177536;2026-05-11\|19.58\|10.00\|18.00\|19.58\|18.00\|173624;2026-05-12\|20.82\|6.33\|20.56\|21.23\|19.58\|361635;2026-05-13\|22.00\|5.67\|20.79\|22.08\|20.20\|396688;2026-05-14\|23.12\|5.09\|21.63\|23.33\|20.88\|361053;2026-05-15\|23.33\|0.91\|22.50\|24.00\|22.40\|258883;2026-05-18\|25.66\|9.99\|23.05\|25.66\|23.05\|129436;2026-05-19\|23.33\|-9.08\|25.41\|26.10\|23.09\|423574;2026-05-20\|21.00\|-9.99\|21.29\|22.45\|21.00\|145603;2026-05-21\|18.90\|-10.00\|18.90\|19.36\|18.90\|144833;2026-05-22\|17.60\|-6.88\|17.01\|18.42\|17.01\|594341;2026-05-25\|16.43\|-6.65\|17.21\|17.94\|16.21\|523856;2026-05-26\|16.19\|-1.46\|16.31\|16.88\|15.78\|322809;2026-05-27\|16.47\|1.73\|16.19\|16.68\|15.93\|266033;2026-05-28\|15.77\|-4.25\|16.50\|16.55\|15.70\|210096;2026-05-29\|15.05\|-4.57\|15.77\|16.00\|14.79\|234222;2026-06-01\|16.56\|10.03\|15.35\|16.56\|14.90\|197101;2026-06-02\|16.31\|-1.51\|16.95\|17.04\|15.95\|294477;2026-06-03\|16.40\|0.55\|16.46\|17.94\|16.30\|451906;2026-06-04\|15.57\|-5.06\|16.28\|16.45\|15.54\|288972;2026-06-05\|16.02\|2.89\|15.79\|16.68\|15.10\|294089;2026-06-08\|15.68\|-2.12\|15.40\|16.78\|15.40\|209728;2026-06-09\|15.71\|0.19\|15.86\|16.00\|15.29\|130129;2026-06-10\|15.72\|0.06\|15.70\|16.19\|15.20\|143808;2026-06-11\|16.38\|4.20\|15.68\|16.55\|15.25\|267652;2026-06-12\|15.76\|-3.79\|16.30\|16.30\|15.61\|211403;2026-06-15\|16.38\|3.93\|15.77\|16.50\|15.77\|215271;2026-06-16\|16.72\|2.08\|16.35\|16.83\|15.80\|214369;2026-06-17\|17.42\|4.19\|16.85\|18.02\|16.66\|272176;2026-06-18\|19.16\|9.99\|19.16\|19.16\|19.16\|54067;2026-06-22\|21.08\|10.02\|21.08\|21.08\|19.50\|462294;2026-06-23\|21.97\|4.22\|21.72\|22.84\|21.08\|470089;2026-06-24\|20.08\|-8.60\|21.92\|22.60\|19.77\|521725;2026-06-25\|21.50\|7.07\|20.21\|22.09\|19.85\|456732;2026-06-26\|20.80\|-3.26\|21.40\|22.11\|20.60\|282117;2026-06-29\|20.70\|-0.48\|20.40\|20.89\|19.20\|240006;2026-06-30\|20.51\|-0.92\|20.79\|21.35\|20.00\|185809;2026-07-01\|20.70\|0.93\|20.51\|21.18\|20.10\|178997;2026-07-02\|19.80\|-4.35\|20.60\|21.54\|19.65\|226157;2026-07-03\|21.78\|10.00\|19.61\|21.78\|19.08\|294336;2026-07-06\|19.60\|-10.01\|21.98\|21.98\|19.60\|334139;2026-07-07\|18.11\|-7.60\|19.30\|19.70\|17.98\|230815;2026-07-08\|17.15\|-5.30\|18.08\|18.10\|17.10\|159051;2026-07-09\|17.50\|2.04\|17.15\|17.61\|16.38\|177538;2026-07-10\|17.62\|0.69\|17.78\|18.50\|17.52\|156564;2026-07-13\|16.47\|-6.53\|17.20\|17.66\|16.38\|134769;2026-07-14\|17.05\|3.52\|16.25\|17.41\|15.76\|157620;2026-07-15\|16.43\|-3.64\|17.10\|17.10\|16.34\|100598;2026-07-16\|15.95\|-2.92\|16.26\|16.61\|15.70\|98071
111046	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	间接投资长鑫科技+合肥国资+零售+农批 1、据2026年5月19日异动公告，公司透过国联基金间接持有长鑫科技发行前股份约0.0487%，金额较小且无业务往来，无法对长鑫科技决策产生影响。 2、据2025年度报告及2026年5月13日互动易，公司控股股东为合肥市建设投资控股集团，最终控制人为合肥市人民政府国资委，具备地方国资背景。 3、据2025年度报告，公司主营百货、超市、家电、电商及农批，240余家门店占据安徽核心商圈，2025年线上销售10.17亿元，同比增长9.31%。	公司实缴出资2.225亿元分别参投了合肥兴泰慧科创业投资基金、合肥市国联资本股权投资基金、合肥市共创接力创业投资基金，三支基金已投资长鑫科技集团股份有限公司等	2026-03-09\|7.35\|-1.87\|7.29\|7.41\|7.20\|165899;2026-03-10\|7.45\|1.36\|7.40\|7.49\|7.40\|100199;2026-03-11\|7.41\|-0.54\|7.44\|7.49\|7.36\|111005;2026-03-12\|7.47\|0.81\|7.40\|7.54\|7.34\|131348;2026-03-13\|7.32\|-2.01\|7.45\|7.52\|7.30\|129915;2026-03-16\|7.38\|0.82\|7.26\|7.40\|7.21\|104550;2026-03-17\|7.31\|-0.95\|7.38\|7.48\|7.28\|119438;2026-03-18\|7.41\|1.37\|7.26\|7.45\|7.22\|153353;2026-03-19\|7.14\|-3.64\|7.31\|7.35\|7.11\|144882;2026-03-20\|6.85\|-4.06\|7.16\|7.20\|6.83\|205792;2026-03-23\|6.38\|-6.86\|6.73\|6.76\|6.36\|239166;2026-03-24\|6.75\|5.80\|6.51\|6.76\|6.44\|264131;2026-03-25\|6.80\|0.74\|6.76\|6.85\|6.71\|122583;2026-03-26\|6.75\|-0.74\|6.78\|6.87\|6.71\|87615;2026-03-27\|6.81\|0.89\|6.67\|6.82\|6.66\|71426;2026-03-30\|6.82\|0.15\|6.71\|6.84\|6.71\|66192;2026-03-31\|6.70\|-1.76\|6.84\|6.93\|6.67\|123941;2026-04-01\|6.66\|-0.60\|6.79\|6.83\|6.62\|177903;2026-04-02\|6.54\|-1.80\|6.66\|6.66\|6.50\|85360;2026-04-03\|6.38\|-2.45\|6.53\|6.58\|6.37\|99352;2026-04-07\|6.44\|0.94\|6.38\|6.48\|6.35\|72661;2026-04-08\|6.71\|4.19\|6.55\|6.72\|6.54\|124112;2026-04-09\|6.55\|-2.38\|6.64\|6.68\|6.53\|84763;2026-04-10\|6.65\|1.53\|6.60\|6.70\|6.59\|88530;2026-04-13\|6.60\|-0.75\|6.63\|6.64\|6.56\|74571;2026-04-14\|6.63\|0.45\|6.65\|6.66\|6.52\|111269;2026-04-15\|6.55\|-1.21\|6.63\|6.65\|6.53\|78706;2026-04-16\|6.68\|1.98\|6.57\|6.69\|6.52\|128786;2026-04-17\|6.70\|0.30\|6.68\|6.73\|6.58\|137857;2026-04-20\|6.45\|-3.73\|6.65\|6.67\|6.40\|190590;2026-04-21\|6.48\|0.47\|6.45\|6.54\|6.41\|122313;2026-04-22\|6.49\|0.15\|6.44\|6.52\|6.36\|108570;2026-04-23\|6.39\|-1.54\|6.47\|6.47\|6.34\|117325;2026-04-24\|6.31\|-1.25\|6.37\|6.38\|6.24\|103378;2026-04-27\|6.46\|2.38\|6.34\|6.53\|6.27\|145736;2026-04-28\|6.36\|-1.55\|6.42\|6.46\|6.28\|119970;2026-04-29\|6.55\|2.99\|6.37\|6.60\|6.33\|156061;2026-04-30\|6.69\|2.14\|6.54\|6.81\|6.51\|176230;2026-05-06\|6.76\|1.05\|6.68\|6.86\|6.67\|148678;2026-05-07\|7.11\|5.18\|6.76\|7.28\|6.76\|371474;2026-05-08\|7.02\|-1.27\|7.02\|7.11\|6.97\|164504;2026-05-11\|7.04\|0.28\|7.15\|7.35\|7.03\|343944;2026-05-12\|7.15\|1.56\|7.03\|7.23\|7.02\|327865;2026-05-13\|7.22\|0.98\|7.08\|7.38\|7.06\|475284;2026-05-14\|7.46\|3.32\|7.31\|7.65\|7.21\|605599;2026-05-15\|7.15\|-4.16\|7.40\|7.45\|7.09\|470154;2026-05-18\|7.87\|10.07\|7.87\|7.87\|7.87\|94741;2026-05-19\|8.66\|10.04\|8.66\|8.66\|8.66\|257173;2026-05-20\|9.53\|10.05\|9.45\|9.53\|9.16\|978315;2026-05-21\|9.31\|-2.31\|10.48\|10.48\|9.22\|2358536;2026-05-22\|10.24\|9.99\|9.80\|10.24\|9.50\|2595717;2026-05-25\|10.35\|1.07\|9.92\|10.79\|9.62\|2290347;2026-05-26\|9.32\|-9.95\|9.87\|9.92\|9.32\|1169596;2026-05-27\|8.39\|-9.98\|9.10\|9.19\|8.39\|1727348;2026-05-28\|7.61\|-9.30\|7.90\|8.07\|7.55\|1404822;2026-05-29\|7.50\|-1.45\|7.67\|7.85\|7.43\|1122544;2026-06-01\|7.85\|4.67\|7.40\|8.08\|7.32\|1036720;2026-06-02\|7.68\|-2.17\|7.86\|8.04\|7.56\|750075;2026-06-03\|7.79\|1.43\|7.56\|7.93\|7.53\|603340;2026-06-04\|7.78\|-0.13\|7.66\|7.92\|7.63\|470810;2026-06-05\|7.50\|-3.60\|7.75\|7.89\|7.46\|581172;2026-06-08\|7.19\|-4.13\|7.21\|7.56\|7.11\|460332;2026-06-09\|7.12\|-0.97\|7.31\|7.35\|6.99\|429369;2026-06-10\|7.35\|3.23\|7.06\|7.68\|6.97\|814476;2026-06-11\|7.03\|-4.35\|7.26\|7.40\|6.96\|512199;2026-06-12\|7.17\|1.99\|7.10\|7.25\|6.98\|463692;2026-06-15\|7.47\|4.18\|7.22\|7.62\|7.20\|527664;2026-06-16\|7.60\|1.74\|7.42\|7.66\|7.40\|416674;2026-06-17\|7.77\|2.24\|7.55\|7.88\|7.42\|725684;2026-06-18\|7.89\|1.54\|7.69\|7.96\|7.65\|792311;2026-06-22\|7.74\|-1.90\|7.83\|8.21\|7.65\|716615;2026-06-23\|7.74\|0.00\|7.64\|7.91\|7.60\|581335;2026-06-24\|8.31\|7.36\|7.64\|8.50\|7.53\|1100202;2026-06-25\|7.96\|-4.21\|8.35\|8.54\|7.82\|841131;2026-06-26\|8.11\|1.88\|7.93\|8.58\|7.67\|951928;2026-06-29\|8.60\|6.04\|8.09\|8.66\|8.06\|1105108;2026-06-30\|8.75\|1.74\|8.42\|8.86\|8.17\|979096;2026-07-01\|9.00\|2.86\|8.71\|9.26\|8.61\|849037;2026-07-02\|8.58\|-4.67\|8.61\|9.08\|8.55\|728938;2026-07-03\|8.32\|-3.03\|8.57\|8.61\|8.25\|554390;2026-07-06\|8.03\|-3.49\|8.28\|8.35\|7.97\|538455;2026-07-07\|7.68\|-4.36\|7.95\|7.96\|7.58\|374771;2026-07-08\|7.49\|-2.47\|7.67\|7.73\|7.47\|309407;2026-07-09\|8.24\|10.01\|7.90\|8.24\|7.87\|298165;2026-07-10\|7.78\|-4.89\|8.30\|8.50\|7.77\|1014666;2026-07-13\|7.08\|-9.00\|7.67\|7.79\|7.00\|717276;2026-07-14\|6.83\|-3.53\|7.08\|7.17\|6.58\|494710;2026-07-15\|6.58\|-3.66\|6.86\|7.09\|6.55\|537784;2026-07-16\|6.25\|-5.02\|6.40\|6.61\|6.19\|464259
111045	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	证券+间接持有长鑫存储股份+财富管理+安徽国资行业原因： 1、财政部6月22日公布数据显示，今年前五个月证券交易印花税1262亿元，同比增长88.8%，市场交投活跃为券商业绩提供扎实支撑。 2、硬科技IPO红利持续释放，2026年科创板和创业板已迎来20只新股，长鑫科技等明星项目蓄势待发，券商投行承销与跟投收益增厚预期显著。公司原因： 1、据2026年4月10日互动，公司通过子公司华富瑞兴及华安嘉业，持有安徽安华创新五期风险投资合伙企业(有限合伙)50%份额，该基金持有长鑫存储0.75%股份；公司通过子公司华安嘉业持有安徽皖投安华现代产业投资合伙企业(有限合伙)20%份额，皖投安华专项用于投资国家集成电路产业投资基金二期股份有限公司并持有其3.67%份额，而集成电路基金持有长鑫存储8.73%股份。 2、公司的主营业务是一、二级市场证券投资、交易，以获取手续费及佣金收入、利息收入、投资收益等，公司最终控制人为安徽省国资委。 3、据2025年报，公司财富管理转型成效显著，代销金融产品、投资咨询等高附加值业务保持较快增长，证券自营固定收益投资收益率长期保持业内较高水平。	公司通过安徽安华创新五期及皖投安华参股长鑫科技，截至2025年6月30日，安华创新五期总净值11.52亿元，公司自有资金期末份额50%；公司持有皖投安华20%份额，皖投安华专项用于投资国家集成电路产业投资基金二期股份有限公司	2026-03-09\|6.14\|-0.65\|6.11\|6.16\|6.04\|623998;2026-03-10\|6.17\|0.49\|6.17\|6.22\|6.14\|513354;2026-03-11\|6.19\|0.32\|6.17\|6.21\|6.14\|548823;2026-03-12\|6.22\|0.48\|6.18\|6.26\|6.17\|731619;2026-03-13\|6.14\|-1.29\|6.19\|6.23\|6.14\|612032;2026-03-16\|6.14\|0.00\|6.13\|6.16\|6.09\|474282;2026-03-17\|6.14\|0.00\|6.15\|6.27\|6.13\|924629;2026-03-18\|6.15\|0.16\|6.15\|6.17\|6.10\|576337;2026-03-19\|6.01\|-2.28\|6.11\|6.13\|5.98\|805793;2026-03-20\|5.86\|-2.50\|6.02\|6.04\|5.85\|731220;2026-03-23\|5.54\|-5.46\|5.76\|5.78\|5.47\|917039;2026-03-24\|5.64\|1.81\|5.61\|5.65\|5.52\|484154;2026-03-25\|5.71\|1.24\|5.65\|5.74\|5.63\|494739;2026-03-26\|5.60\|-1.93\|5.70\|5.71\|5.58\|454410;2026-03-27\|5.62\|0.36\|5.55\|5.65\|5.53\|411200;2026-03-30\|5.58\|-0.71\|5.54\|5.59\|5.49\|537063;2026-03-31\|5.55\|-0.54\|5.56\|5.67\|5.54\|418729;2026-04-01\|5.62\|1.26\|5.63\|5.66\|5.57\|502095;2026-04-02\|5.54\|-1.42\|5.60\|5.61\|5.51\|412156;2026-04-03\|5.44\|-1.81\|5.54\|5.56\|5.44\|369387;2026-04-07\|5.46\|0.37\|5.46\|5.50\|5.42\|256194;2026-04-08\|5.72\|4.76\|5.55\|5.72\|5.54\|785406;2026-04-09\|5.57\|-2.62\|5.66\|5.66\|5.55\|572950;2026-04-10\|5.69\|2.15\|5.63\|5.82\|5.62\|939848;2026-04-13\|5.71\|0.35\|5.65\|5.76\|5.64\|424902;2026-04-14\|5.76\|0.88\|5.77\|5.79\|5.68\|413228;2026-04-15\|5.72\|-0.69\|5.76\|5.79\|5.71\|359649;2026-04-16\|5.75\|0.52\|5.74\|5.80\|5.72\|532348;2026-04-17\|5.70\|-0.87\|5.75\|5.75\|5.66\|476260;2026-04-20\|5.69\|-0.18\|5.71\|5.72\|5.68\|361283;2026-04-21\|5.62\|-1.23\|5.67\|5.69\|5.60\|475713;2026-04-22\|5.68\|1.07\|5.60\|5.71\|5.59\|451986;2026-04-23\|5.62\|-1.06\|5.67\|5.69\|5.61\|529470;2026-04-24\|5.59\|-0.53\|5.62\|5.62\|5.55\|316967;2026-04-27\|5.60\|0.18\|5.60\|5.68\|5.59\|343122;2026-04-28\|5.67\|1.25\|5.60\|5.74\|5.60\|558287;2026-04-29\|5.54\|-2.29\|5.50\|5.56\|5.45\|935565;2026-04-30\|5.56\|0.36\|5.52\|5.63\|5.51\|472973;2026-05-06\|5.69\|2.34\|5.57\|5.72\|5.57\|650795;2026-05-07\|5.68\|-0.18\|5.72\|5.74\|5.65\|436273;2026-05-08\|5.67\|-0.18\|5.67\|5.70\|5.64\|345346;2026-05-11\|5.81\|2.47\|5.69\|5.83\|5.63\|938792;2026-05-12\|5.82\|0.17\|5.80\|5.88\|5.75\|757109;2026-05-13\|5.86\|0.69\|5.80\|5.87\|5.72\|756662;2026-05-14\|5.87\|0.17\|5.91\|6.09\|5.87\|1483448;2026-05-15\|5.71\|-2.73\|5.87\|5.89\|5.66\|919642;2026-05-18\|6.28\|9.98\|6.24\|6.28\|6.10\|3096254;2026-05-19\|6.26\|-0.32\|6.28\|6.36\|6.12\|2891499;2026-05-20\|6.62\|5.75\|6.35\|6.85\|6.35\|3718826;2026-05-21\|7.12\|7.55\|6.93\|7.28\|6.93\|4599438;2026-05-22\|7.32\|2.81\|7.21\|7.51\|7.04\|3737694;2026-05-25\|7.34\|0.27\|7.40\|7.49\|7.21\|2367480;2026-05-26\|7.57\|3.13\|7.22\|7.74\|7.20\|2997714;2026-05-27\|7.64\|0.92\|7.57\|8.16\|7.56\|2831736;2026-05-28\|7.38\|-3.40\|7.64\|7.80\|7.34\|2208775;2026-05-29\|7.17\|-2.85\|7.37\|7.43\|7.12\|2206838;2026-06-01\|7.23\|0.84\|7.23\|7.56\|7.20\|1775139;2026-06-02\|7.11\|-1.66\|7.27\|7.35\|7.03\|1427859;2026-06-03\|7.44\|4.64\|7.08\|7.69\|7.01\|2438118;2026-06-04\|7.53\|1.21\|7.40\|7.58\|7.30\|1719424;2026-06-05\|7.28\|-3.32\|7.39\|7.52\|7.24\|1658632;2026-06-08\|7.03\|-3.43\|7.06\|7.20\|6.90\|1295058;2026-06-09\|7.05\|0.28\|7.08\|7.15\|6.88\|1178271;2026-06-10\|7.45\|5.67\|6.93\|7.51\|6.89\|2370314;2026-06-11\|7.27\|-2.42\|7.39\|7.46\|7.12\|1531097;2026-06-12\|7.35\|1.10\|7.37\|7.51\|7.29\|2265551;2026-06-15\|7.96\|8.30\|7.44\|8.09\|7.38\|3961702;2026-06-16\|8.39\|5.40\|8.00\|8.43\|7.89\|3497545;2026-06-17\|8.79\|4.77\|8.27\|9.05\|8.26\|2798365;2026-06-18\|8.97\|2.05\|8.77\|9.17\|8.62\|2442943;2026-06-22\|9.52\|6.13\|9.00\|9.66\|9.00\|3210082;2026-06-23\|10.46\|9.87\|9.53\|10.47\|9.43\|5270914;2026-06-24\|11.51\|10.04\|10.20\|11.51\|10.20\|5158388;2026-06-25\|12.05\|4.69\|11.99\|12.65\|11.27\|5505432;2026-06-26\|12.14\|0.75\|12.00\|12.91\|11.91\|5061190;2026-06-29\|11.72\|-3.46\|12.59\|12.84\|11.10\|4972928;2026-06-30\|11.11\|-5.20\|11.47\|11.70\|10.99\|3854309;2026-07-01\|12.22\|9.99\|11.28\|12.22\|11.21\|2135071;2026-07-02\|11.95\|-2.21\|12.49\|12.95\|11.61\|4395753;2026-07-03\|10.82\|-9.46\|11.81\|11.98\|10.82\|3937806;2026-07-06\|10.08\|-6.84\|11.04\|11.18\|10.03\|3174802;2026-07-07\|9.82\|-2.58\|10.01\|10.34\|9.75\|2347265;2026-07-08\|9.18\|-6.52\|9.81\|9.89\|9.13\|2655726;2026-07-09\|10.10\|10.02\|9.78\|10.10\|9.67\|3204070;2026-07-10\|9.43\|-6.63\|10.20\|10.39\|9.42\|3912263;2026-07-13\|8.86\|-6.04\|9.29\|9.44\|8.78\|2548643;2026-07-14\|9.20\|5.26\|8.96\|9.28\|8.69\|2531701;2026-07-15\|9.50\|3.26\|9.33\|9.85\|9.30\|3315073;2026-07-16\|8.55\|-10.00\|9.13\|9.20\|8.55\|2931782
111044	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	半导体设备+芯慧联+工业杀菌剂行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月28日年报，公司子公司芯慧联主营半导体设备制造，产品应用于集成电路、存储芯片等领域，并持有芯慧联新股权，后者设备主要应用于HBM、3D闪存等3D化IC制造；据2026年5月20日机构调研，芯慧联聚焦大湿法制程，涂胶显影、清洗、电镀等自研设备已进入Beta机阶段及客户端验证，面板显示干法刻蚀设备正稳步推进。 2、据2026年5月20日投资者关系活动记录表，公司亚洲最大异噻唑啉酮类工业杀菌剂龙头地位稳固，3-4月两次提价且在手订单充足，产能利用率显著提升。 3、据2025年11月27日公告，大股东协议转让10%股份予半导体业务核心团队刘红军，推动上市公司与芯慧联深度融合，为半导体业务注入长期动能。	全资子公司芯傲华拟以7亿元增资苏州芯慧联半导体科技有限公司，后者主营业务为涂胶显影机、光刻机等黄光制程设备	2026-03-09\|26.62\|-2.60\|26.60\|26.87\|26.00\|97618;2026-03-10\|27.44\|3.08\|26.99\|27.49\|26.99\|79991;2026-03-11\|27.28\|-0.58\|27.43\|27.85\|27.23\|64335;2026-03-12\|26.81\|-1.72\|27.29\|27.38\|26.64\|55216;2026-03-13\|26.23\|-2.16\|26.76\|26.99\|26.18\|67337;2026-03-16\|25.40\|-3.16\|26.11\|26.26\|24.75\|120842;2026-03-17\|25.01\|-1.54\|25.40\|25.65\|25.01\|63041;2026-03-18\|25.74\|2.92\|25.26\|25.85\|25.04\|70037;2026-03-19\|24.75\|-3.85\|25.41\|25.47\|24.65\|68282;2026-03-20\|24.23\|-2.10\|24.81\|25.10\|24.23\|53967;2026-03-23\|22.68\|-6.40\|23.93\|23.93\|22.43\|120338;2026-03-24\|24.45\|7.80\|23.07\|24.80\|22.63\|150277;2026-03-25\|25.70\|5.11\|24.49\|25.85\|24.33\|133801;2026-03-26\|26.03\|1.28\|25.41\|26.68\|25.10\|144398;2026-03-27\|26.55\|2.00\|25.58\|26.85\|25.52\|110929;2026-03-30\|27.65\|4.14\|26.27\|27.87\|26.27\|154896;2026-03-31\|26.81\|-3.04\|27.65\|27.73\|26.78\|109407;2026-04-01\|27.67\|3.21\|27.35\|27.78\|27.09\|102447;2026-04-02\|26.78\|-3.22\|27.51\|27.88\|26.62\|74170;2026-04-03\|26.34\|-1.64\|26.89\|26.98\|26.11\|66406;2026-04-07\|26.13\|-0.80\|26.34\|27.07\|26.12\|65369;2026-04-08\|27.55\|5.43\|26.89\|27.75\|26.86\|111918;2026-04-09\|27.21\|-1.23\|27.29\|28.10\|27.02\|114227;2026-04-10\|26.96\|-0.92\|27.46\|27.50\|26.92\|71912;2026-04-13\|26.50\|-1.71\|26.53\|26.96\|26.10\|69072;2026-04-14\|26.98\|1.81\|26.56\|27.78\|26.53\|115855;2026-04-15\|26.40\|-2.15\|27.20\|27.21\|26.13\|105477;2026-04-16\|26.51\|0.42\|26.37\|26.74\|26.10\|82389;2026-04-17\|26.69\|0.68\|26.54\|27.12\|26.16\|71564;2026-04-20\|24.02\|-10.00\|26.66\|26.75\|24.02\|319779;2026-04-21\|23.89\|-0.54\|24.15\|24.44\|23.40\|139580;2026-04-22\|23.75\|-0.59\|23.89\|24.00\|23.53\|108623;2026-04-23\|23.51\|-1.01\|23.74\|23.93\|22.95\|116877;2026-04-24\|23.19\|-1.36\|23.24\|23.65\|23.01\|59405;2026-04-27\|22.83\|-1.55\|23.17\|23.39\|22.55\|115841;2026-04-28\|20.55\|-9.99\|20.55\|20.55\|20.55\|19501;2026-04-29\|20.60\|0.24\|18.50\|20.95\|18.50\|544167;2026-04-30\|22.66\|10.00\|20.63\|22.66\|20.49\|429586;2026-05-06\|21.92\|-3.27\|22.66\|22.80\|21.22\|311400;2026-05-07\|21.20\|-3.28\|21.92\|21.92\|20.93\|206326;2026-05-08\|20.95\|-1.18\|21.20\|21.47\|20.76\|144468;2026-05-11\|19.80\|-5.49\|21.21\|21.29\|19.45\|283731;2026-05-12\|19.86\|0.30\|19.86\|20.61\|19.11\|245766;2026-05-13\|21.20\|6.75\|19.85\|21.45\|19.40\|219762;2026-05-14\|21.95\|3.54\|21.34\|22.65\|20.62\|282954;2026-05-15\|20.50\|-6.61\|21.74\|21.95\|20.31\|213024;2026-05-18\|22.55\|10.00\|21.60\|22.55\|21.44\|177783;2026-05-19\|24.00\|6.43\|23.11\|24.04\|22.65\|430680;2026-05-20\|24.10\|0.42\|23.52\|24.85\|23.52\|269795;2026-05-21\|23.53\|-2.37\|24.58\|25.35\|23.43\|241781;2026-05-22\|23.29\|-1.02\|23.97\|24.30\|23.00\|175023;2026-05-25\|25.62\|10.00\|23.17\|25.62\|22.45\|336352;2026-05-26\|26.38\|2.97\|26.54\|27.99\|25.72\|449487;2026-05-27\|24.44\|-7.35\|26.11\|26.68\|24.38\|321061;2026-05-28\|22.96\|-6.06\|24.44\|24.80\|22.85\|235045;2026-05-29\|21.45\|-6.58\|23.05\|23.25\|21.34\|203907;2026-06-01\|20.36\|-5.08\|21.28\|21.33\|20.30\|170139;2026-06-02\|19.36\|-4.91\|20.36\|20.48\|18.95\|211351;2026-06-03\|18.60\|-3.93\|19.18\|19.99\|18.33\|231234;2026-06-04\|18.38\|-1.18\|18.45\|19.10\|17.91\|222028;2026-06-05\|20.22\|10.01\|18.20\|20.22\|17.61\|262578;2026-06-08\|18.90\|-6.53\|19.91\|20.29\|18.77\|219707;2026-06-09\|19.37\|2.49\|19.25\|19.72\|18.63\|164659;2026-06-10\|20.01\|3.30\|19.71\|21.00\|19.38\|251742;2026-06-11\|19.40\|-3.05\|19.57\|20.16\|19.30\|127042;2026-06-12\|18.83\|-2.94\|19.52\|19.84\|18.77\|154960;2026-06-15\|19.27\|2.34\|18.91\|19.46\|18.70\|137916;2026-06-16\|19.12\|-0.78\|19.15\|19.35\|18.95\|118158;2026-06-17\|18.88\|-1.26\|19.10\|19.45\|18.64\|141454;2026-06-18\|18.77\|-0.58\|18.75\|19.00\|18.20\|137618;2026-06-22\|18.15\|-3.30\|18.59\|19.21\|17.22\|217262;2026-06-23\|18.05\|-0.55\|17.99\|18.88\|17.81\|136574;2026-06-24\|17.67\|-2.11\|18.17\|19.18\|17.20\|245663;2026-06-25\|16.26\|-7.98\|17.48\|17.60\|16.00\|266392;2026-06-26\|16.07\|-1.17\|16.26\|16.63\|15.85\|177585;2026-06-29\|15.90\|-1.06\|15.97\|16.30\|15.53\|150639;2026-06-30\|16.28\|2.39\|15.69\|16.40\|15.53\|110492;2026-07-01\|17.91\|10.01\|16.27\|17.91\|16.04\|252603;2026-07-02\|18.18\|1.51\|17.69\|18.95\|16.94\|397642;2026-07-03\|16.50\|-9.24\|18.22\|18.22\|16.45\|305387;2026-07-06\|16.10\|-2.42\|16.84\|16.91\|15.91\|167613;2026-07-07\|15.04\|-6.58\|15.91\|15.91\|15.02\|139821;2026-07-08\|14.31\|-4.85\|15.13\|15.14\|14.23\|120846;2026-07-09\|14.69\|2.66\|14.31\|14.90\|14.15\|143500;2026-07-10\|14.86\|1.16\|14.79\|15.55\|14.67\|146305;2026-07-13\|13.74\|-7.54\|14.81\|14.88\|13.71\|117543;2026-07-14\|13.60\|-1.02\|13.78\|13.88\|13.22\|116438;2026-07-15\|13.70\|0.74\|13.61\|14.16\|13.42\|113510;2026-07-16\|13.28\|-3.07\|13.59\|13.78\|13.20\|92640
111043	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	半导体产业链+投资长鑫科技+半导体封装基板+水泥 1、据中证网2026年6月15日报道，公司所投企业粤芯半导体创业板IPO成功过会，其营收从2023年10.44亿元增至2025年25.82亿元；据2025年12月31日互动易，公司以旗下子公司宁波上融出资2亿元投资了长鑫科技，同时子公司上峰建材参股的中建材新材料基金投资长鑫科技2亿元；据2025年年度报告，公司新经济股权投资聚焦半导体等领域，累计投资额达19.75亿元。 2、据2026年4月28日投资者关系活动记录表，公司2026年3月通过子公司上峰芯材收购及增资控股美琪电路75%股权，切入半导体封装基板业务，并将其定位为“新质材料增长型业务”的第二成长曲线。 3、据2025年年度报告，公司建筑材料业务营收占比超70%，2025年综合实力居中国水泥上市公司第7位，2025年水泥吨成本下降4.38元，为转型提供稳定现金流。	公司投资了多家半导体公司，包括晶合集成、合肥长鑫、盛合晶微、先导电科、上海超硅、昂瑞微等	2026-03-09\|14.00\|-3.78\|14.20\|14.38\|13.65\|207703;2026-03-10\|14.20\|1.43\|14.16\|14.34\|14.13\|119338;2026-03-11\|14.17\|-0.21\|14.21\|14.31\|14.06\|150733;2026-03-12\|13.98\|-1.34\|14.19\|14.19\|13.78\|129744;2026-03-13\|13.94\|-0.29\|13.98\|14.38\|13.91\|145922;2026-03-16\|13.83\|-0.79\|13.92\|14.16\|13.55\|168853;2026-03-17\|13.80\|-0.22\|14.11\|14.64\|13.80\|278375;2026-03-18\|14.11\|2.25\|14.05\|14.17\|13.74\|167203;2026-03-19\|13.16\|-6.73\|13.95\|13.99\|13.11\|255532;2026-03-20\|12.90\|-1.98\|13.21\|13.25\|12.88\|155402;2026-03-23\|12.26\|-4.96\|12.60\|12.71\|12.18\|184885;2026-03-24\|12.46\|1.63\|12.47\|12.53\|12.19\|108105;2026-03-25\|12.65\|1.52\|12.55\|12.71\|12.47\|115579;2026-03-26\|12.48\|-1.34\|12.64\|12.73\|12.40\|82201;2026-03-27\|12.65\|1.36\|12.36\|12.70\|12.29\|71096;2026-03-30\|13.02\|2.92\|12.46\|13.08\|12.42\|156574;2026-03-31\|12.89\|-1.00\|13.12\|13.50\|12.85\|109682;2026-04-01\|13.10\|1.63\|13.14\|13.23\|12.94\|117226;2026-04-02\|12.95\|-1.15\|13.00\|13.09\|12.88\|76323;2026-04-03\|12.66\|-2.24\|13.01\|13.03\|12.60\|62070;2026-04-07\|12.72\|0.47\|12.65\|12.89\|12.60\|66354;2026-04-08\|13.59\|6.84\|12.95\|13.62\|12.90\|162336;2026-04-09\|13.39\|-1.47\|13.40\|13.58\|13.32\|108934;2026-04-10\|13.39\|0.00\|13.49\|13.63\|13.33\|98289;2026-04-13\|13.12\|-2.02\|13.30\|13.42\|13.10\|117415;2026-04-14\|13.34\|1.68\|13.22\|13.39\|12.94\|106614;2026-04-15\|13.24\|-0.75\|13.38\|13.44\|13.18\|77478;2026-04-16\|13.49\|1.89\|13.27\|13.51\|13.23\|82048;2026-04-17\|13.50\|0.07\|13.36\|13.54\|13.32\|68326;2026-04-20\|13.66\|1.19\|13.48\|13.75\|13.32\|90954;2026-04-21\|13.32\|-2.49\|13.75\|13.77\|13.15\|153893;2026-04-22\|13.77\|3.38\|13.33\|13.82\|13.20\|146530;2026-04-23\|13.39\|-2.76\|13.76\|13.83\|13.27\|143261;2026-04-24\|13.69\|2.24\|13.45\|13.75\|13.41\|147393;2026-04-27\|13.88\|1.39\|13.70\|14.08\|13.69\|147713;2026-04-28\|12.69\|-8.57\|13.32\|13.33\|12.53\|360594;2026-04-29\|13.19\|3.94\|12.66\|13.50\|12.60\|253976;2026-04-30\|14.00\|6.14\|13.40\|14.15\|13.03\|293021;2026-05-06\|14.43\|3.07\|13.98\|14.85\|13.63\|395404;2026-05-07\|14.54\|0.76\|14.41\|14.63\|14.23\|216547;2026-05-08\|14.20\|-2.34\|14.44\|14.47\|14.10\|211145;2026-05-11\|15.62\|10.00\|14.36\|15.62\|14.36\|406843;2026-05-12\|17.18\|9.99\|16.05\|17.18\|15.90\|593884;2026-05-13\|17.22\|0.23\|17.63\|17.98\|17.17\|686295;2026-05-14\|16.79\|-2.50\|17.12\|17.35\|16.68\|392047;2026-05-15\|17.18\|2.32\|16.88\|17.71\|16.73\|441999;2026-05-18\|18.90\|10.01\|18.90\|18.90\|18.25\|196835;2026-05-19\|18.15\|-3.97\|18.62\|18.62\|17.01\|790331;2026-05-20\|18.59\|2.42\|17.75\|19.29\|17.60\|664897;2026-05-21\|18.09\|-2.69\|18.42\|19.49\|18.01\|514501;2026-05-22\|18.64\|3.04\|18.05\|18.98\|18.05\|346760;2026-05-25\|18.11\|-2.84\|18.50\|18.56\|17.87\|255478;2026-05-26\|18.94\|4.58\|18.00\|19.38\|17.85\|350023;2026-05-27\|18.85\|-0.48\|19.23\|19.49\|18.58\|289523;2026-05-28\|17.96\|-4.72\|18.63\|18.80\|17.72\|290493;2026-05-29\|17.04\|-2.57\|17.67\|18.10\|16.93\|280435;2026-06-01\|16.64\|-2.35\|16.72\|16.90\|15.87\|400916;2026-06-02\|16.11\|-3.19\|16.51\|16.59\|15.96\|173021;2026-06-03\|16.38\|1.68\|16.08\|16.56\|15.92\|210673;2026-06-04\|16.12\|-1.59\|16.07\|16.38\|15.96\|123360;2026-06-05\|16.23\|0.68\|16.06\|17.17\|15.93\|297344;2026-06-08\|15.66\|-3.51\|15.57\|15.98\|15.55\|206651;2026-06-09\|16.24\|3.70\|16.09\|16.65\|16.01\|218833;2026-06-10\|15.98\|-1.60\|16.05\|16.36\|15.70\|143475;2026-06-11\|16.14\|1.00\|15.85\|16.78\|15.58\|216926;2026-06-12\|16.26\|0.74\|16.45\|16.73\|16.12\|151928;2026-06-15\|16.82\|3.44\|16.60\|16.82\|16.20\|227821;2026-06-16\|17.30\|2.85\|16.66\|17.50\|16.50\|372188;2026-06-17\|19.03\|10.00\|17.02\|19.03\|16.85\|462572;2026-06-18\|18.71\|-1.68\|19.03\|19.47\|18.55\|383176;2026-06-22\|18.76\|0.27\|18.73\|19.26\|18.25\|286392;2026-06-23\|20.10\|7.14\|18.85\|20.64\|18.48\|472512;2026-06-24\|21.55\|7.21\|19.71\|21.87\|19.16\|490191;2026-06-25\|21.87\|1.48\|21.54\|22.88\|21.54\|540635;2026-06-26\|21.55\|-1.46\|21.86\|22.37\|21.20\|380941;2026-06-29\|22.26\|3.29\|21.78\|23.36\|21.60\|424523;2026-06-30\|23.68\|6.38\|22.42\|23.85\|21.91\|366443;2026-07-01\|23.12\|-2.36\|23.26\|24.60\|22.45\|430156;2026-07-02\|21.55\|-6.79\|22.49\|22.66\|21.31\|342561;2026-07-03\|21.19\|-1.67\|21.42\|21.99\|21.00\|312721;2026-07-06\|20.83\|-1.70\|21.37\|21.51\|20.68\|201711;2026-07-07\|20.61\|-1.06\|20.47\|20.90\|20.25\|174176;2026-07-08\|19.82\|-3.83\|20.86\|21.07\|19.57\|202241;2026-07-09\|21.80\|9.99\|20.80\|21.80\|20.31\|386805;2026-07-10\|19.65\|-9.86\|22.36\|22.87\|19.65\|503966;2026-07-13\|18.06\|-8.09\|19.33\|19.45\|17.99\|352785;2026-07-14\|18.22\|0.89\|18.15\|18.58\|17.46\|319486;2026-07-15\|17.99\|-1.26\|20.04\|20.04\|17.90\|440066;2026-07-16\|16.83\|-6.45\|17.52\|17.89\|16.71\|274385
111042	长鑫存储更新招股说明书，一季度净利润净利润330.12亿元	高纯四氯化硅涨价+光纤材料+存储芯片行业原因：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、据上证报2026年6月23日报道，受下游光纤预制棒需求增加拉动，高纯四氯化硅景气度上行，2025年底光纤用9N级高纯四氯化硅长协参考价约2.5万元/吨，今年一季度上行至约4.5万元/吨，阶段性价格涨幅约80%。 2、据2026年5月21日投资者关系活动记录表，公司高纯四氯化硅产能合计3万吨/年，自2025年第四季度开始销量上升，目前基本满负荷运行，下游主要应用于光纤预制棒；据上证报2026年6月23日报道，公司是国内高纯四氯化硅龙头，已实现PCVD芯棒工艺规模化供应，9N级产品销往欧洲市场。 3、据2026年5月21日股票交易风险提示公告，公司电子特气产品应用于存储芯片等领域，但存储芯片相关收入占公司营业收入比重不足1%。	公司拟建设200吨/年SOD及配套溶剂项目一期，产品用于存储芯片及先进制程逻辑芯片，预计2027年一季度末试生产	2026-03-09\|26.49\|-6.33\|27.25\|27.86\|25.45\|247589;2026-03-10\|27.38\|3.36\|26.60\|28.20\|26.31\|192449;2026-03-11\|30.12\|10.01\|27.37\|30.12\|27.12\|185682;2026-03-12\|28.85\|-4.22\|30.72\|30.87\|28.55\|307526;2026-03-13\|27.20\|-5.72\|28.71\|28.95\|27.14\|207226;2026-03-16\|26.79\|-1.51\|27.53\|27.87\|25.95\|171767;2026-03-17\|24.81\|-7.39\|26.77\|26.94\|24.80\|166140;2026-03-18\|25.33\|2.10\|25.10\|25.50\|24.68\|92894;2026-03-19\|24.14\|-4.70\|25.00\|25.39\|24.00\|97955;2026-03-20\|23.23\|-3.77\|24.05\|24.42\|23.20\|82251;2026-03-23\|21.87\|-5.85\|22.60\|23.18\|21.76\|114280;2026-03-24\|22.22\|1.60\|22.33\|22.45\|21.40\|84161;2026-03-25\|24.44\|9.99\|22.48\|24.44\|22.46\|69815;2026-03-26\|23.57\|-3.56\|24.68\|24.68\|23.56\|143002;2026-03-27\|24.10\|2.25\|23.80\|24.48\|23.45\|125346;2026-03-30\|24.39\|1.20\|23.89\|24.75\|23.49\|102639;2026-03-31\|24.10\|-1.19\|24.16\|24.45\|23.54\|112472;2026-04-01\|24.06\|-0.17\|24.75\|24.81\|23.85\|83928;2026-04-02\|25.15\|4.53\|24.04\|25.60\|23.88\|251688;2026-04-03\|25.89\|2.94\|24.99\|26.49\|24.66\|279367;2026-04-07\|27.80\|7.38\|26.12\|28.38\|26.03\|304501;2026-04-08\|27.88\|0.29\|27.22\|28.34\|26.44\|301605;2026-04-09\|27.88\|0.00\|27.33\|28.12\|26.56\|225767;2026-04-10\|27.21\|-2.40\|27.97\|28.05\|27.10\|183934;2026-04-13\|27.48\|0.99\|26.58\|27.85\|26.47\|158557;2026-04-14\|27.67\|0.69\|27.50\|28.10\|26.99\|146138;2026-04-15\|27.28\|-1.41\|27.99\|28.57\|27.10\|143112;2026-04-16\|26.43\|-3.12\|26.88\|27.00\|26.13\|156312;2026-04-17\|26.81\|1.44\|26.09\|28.11\|26.01\|152944;2026-04-20\|28.65\|6.86\|27.55\|29.18\|27.35\|268883;2026-04-21\|29.17\|1.81\|28.79\|29.77\|28.20\|215845;2026-04-22\|30.30\|3.87\|29.00\|30.72\|28.45\|269868;2026-04-23\|30.54\|0.79\|30.00\|30.96\|29.33\|298644;2026-04-24\|29.78\|-2.49\|29.87\|30.46\|29.31\|203194;2026-04-27\|30.17\|1.31\|30.38\|30.89\|29.98\|183581;2026-04-28\|29.46\|-2.35\|30.08\|30.33\|29.13\|159257;2026-04-29\|29.20\|-0.88\|29.46\|29.90\|28.85\|113726;2026-04-30\|28.22\|-3.36\|29.08\|29.55\|28.20\|135541;2026-05-06\|29.66\|5.10\|28.80\|30.17\|28.53\|162497;2026-05-07\|32.63\|10.01\|30.66\|32.63\|30.66\|161379;2026-05-08\|33.97\|4.11\|33.17\|34.68\|32.80\|388695;2026-05-11\|35.53\|4.59\|35.16\|37.37\|34.77\|345192;2026-05-12\|38.40\|8.08\|35.85\|38.66\|34.70\|382719;2026-05-13\|42.24\|10.00\|37.81\|42.24\|37.50\|179877;2026-05-14\|42.70\|1.09\|44.91\|45.00\|41.48\|398352;2026-05-15\|40.39\|-5.41\|43.00\|45.28\|39.95\|418003;2026-05-18\|44.43\|10.00\|41.00\|44.43\|41.00\|128870;2026-05-19\|48.87\|9.99\|45.53\|48.87\|44.64\|333957;2026-05-20\|53.76\|10.01\|50.96\|53.76\|50.55\|79427;2026-05-21\|50.58\|-5.92\|56.78\|56.78\|50.00\|504077;2026-05-22\|49.68\|-1.78\|51.84\|52.40\|48.90\|381637;2026-05-25\|47.73\|-3.93\|49.68\|49.68\|46.38\|334628;2026-05-26\|43.86\|-8.11\|46.49\|46.80\|43.08\|273050;2026-05-27\|42.60\|-2.87\|44.37\|44.80\|42.20\|220308;2026-05-28\|42.96\|0.85\|43.00\|43.43\|41.84\|194905;2026-05-29\|45.31\|5.47\|42.62\|46.77\|42.51\|446996;2026-06-01\|41.81\|-7.72\|44.50\|45.78\|41.74\|311606;2026-06-02\|43.07\|3.01\|42.00\|44.04\|40.37\|270051;2026-06-03\|47.38\|10.01\|43.67\|47.38\|43.55\|290681;2026-06-04\|48.02\|1.35\|49.00\|50.67\|46.90\|483789;2026-06-05\|52.82\|10.00\|46.80\|52.82\|46.80\|473840;2026-06-08\|52.19\|-1.19\|50.70\|54.47\|47.99\|454633;2026-06-09\|54.53\|4.52\|54.07\|55.35\|50.20\|469377;2026-06-10\|59.98\|9.99\|52.20\|59.98\|52.19\|348051;2026-06-11\|58.97\|-1.68\|62.85\|64.78\|57.08\|665731;2026-06-12\|53.07\|-10.01\|58.17\|58.89\|53.07\|408843;2026-06-15\|54.76\|3.18\|53.07\|54.77\|50.68\|389537;2026-06-16\|57.48\|4.97\|53.90\|58.88\|53.55\|428878;2026-06-17\|55.44\|-3.55\|56.00\|57.38\|54.50\|328265;2026-06-18\|53.82\|-2.92\|55.80\|56.49\|53.35\|311967;2026-06-22\|59.20\|10.00\|55.56\|59.20\|55.56\|225680;2026-06-23\|65.12\|10.00\|64.14\|65.12\|60.00\|384272;2026-06-24\|71.63\|10.00\|66.20\|71.63\|64.08\|518462;2026-06-25\|69.68\|-2.72\|74.24\|75.00\|68.50\|475526;2026-06-26\|75.81\|8.80\|69.68\|76.65\|69.68\|459256;2026-06-29\|74.98\|-1.09\|76.49\|81.82\|70.31\|487045;2026-06-30\|71.65\|-4.44\|73.91\|73.97\|67.60\|371505;2026-07-01\|73.81\|3.01\|70.98\|74.36\|69.21\|348813;2026-07-02\|69.93\|-5.26\|68.88\|74.47\|66.43\|293104;2026-07-03\|64.80\|-7.34\|67.99\|68.97\|63.85\|269201;2026-07-06\|60.71\|-6.31\|66.00\|66.66\|60.44\|206972;2026-07-07\|57.88\|-4.66\|60.69\|61.45\|56.80\|171210;2026-07-08\|53.43\|-7.69\|57.88\|59.19\|53.00\|164821;2026-07-09\|55.92\|4.66\|54.50\|55.92\|52.03\|190067;2026-07-10\|52.79\|-5.60\|56.51\|58.99\|52.79\|220085;2026-07-13\|48.00\|-9.07\|51.00\|53.55\|47.72\|192350;2026-07-14\|50.25\|4.69\|48.66\|50.50\|47.06\|149451;2026-07-15\|49.24\|-2.01\|51.02\|51.56\|48.91\|118432;2026-07-16\|45.41\|-7.78\|48.05\|48.77\|44.78\|138044
111041	Figure：F.03机器人在直播状态下连续工作超过30小时	减速器+新能源汽车+长安汽车概念行业原因： 1、5月15日，Figure创始人布雷特.阿德科克宣布，F.03机器人已在直播状态下连续工作超过30小时，中途未曾出现任何停机现象，从直播开始算起已处理了超过38000个包裹。 2、日前，特斯拉正式宣布，旗下Optimus人形机器人于2026年第二季度启动量产，首批量产机型Optimus Gen-3已在加州弗里蒙特工厂下线并投入内部测试。公司原因： 1、据2025年年度报告，公司主要产品为汽车变速器、新能源汽车减速器、电控分动器、汽车齿轮、摩托车齿轮、农机齿轮；汽车变速器主要装配皮卡、SUV、MPV和轻型客车。 2、据2025年年度报告，公司的新能源汽车减速器、新能源汽车高速齿轮都应用于新能源电动车，自动变速器、新能源汽车减速器均已进入量产阶段。 3、据2025年年度报告，公司汽车变速器客户包括长城汽车、北汽福田、东风柳汽、厦门金龙、中兴汽车、郑州日产、长安汽车等，公司同大部分客户都有多年合作关系。	公司减速器应用于新能源汽车，表示目前未涉足机器人行业	2026-03-09\|19.65\|-1.26\|19.75\|19.77\|19.31\|32543;2026-03-10\|20.01\|1.83\|19.80\|20.05\|19.76\|24948;2026-03-11\|19.81\|-1.00\|20.01\|20.07\|19.76\|22303;2026-03-12\|19.46\|-1.77\|19.72\|19.89\|19.43\|25271;2026-03-13\|19.29\|-0.87\|19.32\|19.64\|19.26\|20274;2026-03-16\|19.42\|0.67\|19.29\|19.43\|19.22\|20556;2026-03-17\|19.19\|-1.18\|19.50\|19.62\|19.18\|25716;2026-03-18\|19.23\|0.21\|19.20\|19.28\|18.99\|24852;2026-03-19\|18.83\|-2.08\|19.00\|19.13\|18.75\|26478;2026-03-20\|18.35\|-2.55\|18.89\|19.00\|18.35\|28096;2026-03-23\|17.63\|-3.92\|18.07\|18.42\|17.54\|47193;2026-03-24\|18.17\|3.06\|17.94\|18.19\|17.71\|41597;2026-03-25\|18.50\|1.82\|18.17\|18.51\|18.15\|26504;2026-03-26\|18.28\|-1.19\|18.49\|18.68\|18.24\|21767;2026-03-27\|18.39\|0.60\|18.11\|18.40\|18.11\|15199;2026-03-30\|18.71\|1.74\|18.07\|18.79\|18.07\|38330;2026-03-31\|18.83\|0.64\|18.65\|19.25\|18.65\|51094;2026-04-01\|18.91\|0.42\|19.00\|19.03\|18.70\|29060;2026-04-02\|18.59\|-1.69\|18.57\|18.92\|18.53\|25927;2026-04-03\|18.12\|-2.53\|18.60\|18.66\|18.12\|22914;2026-04-07\|18.22\|0.55\|18.20\|18.34\|18.03\|17995;2026-04-08\|18.80\|3.18\|18.50\|18.80\|18.42\|25518;2026-04-09\|18.51\|-1.54\|18.58\|18.79\|18.43\|20175;2026-04-10\|18.76\|1.35\|18.80\|18.91\|18.58\|20797;2026-04-13\|18.62\|-0.75\|18.76\|18.76\|18.53\|18603;2026-04-14\|18.64\|0.11\|18.62\|18.75\|18.45\|19228;2026-04-15\|18.50\|-0.75\|18.64\|18.77\|18.46\|19597;2026-04-16\|18.75\|1.35\|18.65\|18.82\|18.50\|28871;2026-04-17\|18.68\|-0.37\|18.75\|18.77\|18.46\|30381;2026-04-20\|18.87\|1.02\|18.88\|18.99\|18.57\|27768;2026-04-21\|18.63\|-1.27\|18.87\|18.88\|18.47\|28640;2026-04-22\|18.94\|1.66\|18.60\|19.08\|18.48\|42157;2026-04-23\|18.58\|-1.90\|18.81\|18.93\|18.46\|47105;2026-04-24\|18.73\|0.81\|18.51\|18.96\|18.36\|43236;2026-04-27\|19.15\|2.24\|18.72\|19.22\|18.27\|72648;2026-04-28\|19.32\|0.89\|19.19\|20.44\|18.69\|135225;2026-04-29\|19.24\|-0.41\|19.10\|19.47\|18.72\|110301;2026-04-30\|19.41\|0.88\|19.24\|19.69\|19.15\|78814;2026-05-06\|20.35\|4.84\|19.58\|20.84\|19.34\|177134;2026-05-07\|20.11\|-1.18\|20.05\|20.49\|20.05\|123440;2026-05-08\|20.68\|2.83\|20.11\|20.85\|19.82\|144598;2026-05-11\|20.33\|-1.69\|20.61\|20.63\|20.18\|104395;2026-05-12\|19.83\|-2.46\|20.25\|20.28\|19.80\|77563;2026-05-13\|19.60\|-1.16\|19.83\|19.83\|19.45\|62928;2026-05-14\|19.67\|0.36\|19.62\|20.08\|19.19\|84923;2026-05-15\|21.64\|10.02\|19.51\|21.64\|19.50\|146158;2026-05-18\|22.66\|4.71\|22.00\|23.80\|21.50\|370201;2026-05-19\|23.02\|1.59\|22.20\|23.26\|21.85\|264096;2026-05-20\|22.13\|-3.87\|22.75\|23.44\|22.10\|190233;2026-05-21\|24.34\|9.99\|22.21\|24.34\|21.67\|267040;2026-05-22\|24.92\|2.38\|25.24\|25.50\|23.82\|445284;2026-05-25\|22.90\|-8.11\|24.00\|24.50\|22.47\|292706;2026-05-26\|23.65\|3.28\|22.50\|23.95\|22.40\|246189;2026-05-27\|21.29\|-9.98\|22.60\|22.66\|21.29\|205137;2026-05-28\|19.18\|-9.91\|20.55\|20.57\|19.16\|206401;2026-05-29\|17.92\|-6.57\|19.09\|19.10\|17.81\|150827;2026-06-01\|17.96\|0.22\|17.87\|18.41\|17.60\|103908;2026-06-02\|17.17\|-4.40\|18.00\|18.40\|17.04\|113224;2026-06-03\|16.90\|-1.57\|17.10\|17.37\|16.70\|97723;2026-06-04\|16.89\|-0.06\|16.75\|17.36\|16.71\|88500;2026-06-05\|17.63\|4.38\|16.90\|18.07\|16.09\|167417;2026-06-08\|17.35\|-1.59\|17.00\|17.75\|16.85\|102083;2026-06-09\|16.97\|-2.19\|17.48\|17.48\|16.72\|81951;2026-06-10\|16.30\|-3.95\|16.67\|16.82\|16.12\|71655;2026-06-11\|15.86\|-2.70\|16.00\|16.26\|15.74\|64674;2026-06-12\|15.92\|0.38\|16.22\|16.30\|15.83\|61710;2026-06-15\|16.17\|1.57\|15.83\|16.28\|15.83\|47865;2026-06-16\|16.33\|0.99\|16.20\|16.50\|15.87\|55143;2026-06-17\|15.70\|-3.86\|16.20\|16.25\|15.67\|60731;2026-06-18\|15.71\|0.06\|15.75\|15.93\|15.38\|53184;2026-06-22\|15.33\|-2.42\|15.63\|15.64\|14.85\|71705;2026-06-23\|15.87\|3.52\|15.33\|16.86\|15.10\|163650;2026-06-24\|15.37\|-3.15\|16.07\|16.12\|15.23\|112463;2026-06-25\|14.81\|-3.64\|15.33\|15.44\|14.70\|72530;2026-06-26\|14.28\|-3.58\|14.66\|14.95\|14.27\|64116;2026-06-29\|14.05\|-1.61\|14.17\|14.48\|13.78\|59987;2026-06-30\|14.22\|1.21\|14.11\|14.37\|13.90\|51556;2026-07-01\|14.72\|3.52\|14.18\|15.15\|14.15\|67146;2026-07-02\|14.83\|0.75\|14.78\|15.66\|14.72\|72128;2026-07-03\|15.80\|6.54\|14.89\|16.26\|14.85\|142068;2026-07-06\|15.61\|-1.20\|15.77\|16.20\|15.41\|106992;2026-07-07\|14.85\|-4.87\|15.73\|15.96\|14.81\|87812;2026-07-08\|14.46\|-2.63\|14.85\|14.85\|14.31\|61478;2026-07-09\|14.32\|-0.97\|14.51\|14.65\|13.92\|50971;2026-07-10\|14.76\|3.07\|14.18\|15.19\|14.18\|83385;2026-07-13\|13.81\|-6.44\|14.50\|14.58\|13.78\|59096;2026-07-14\|13.83\|0.14\|13.72\|13.93\|13.48\|38188;2026-07-15\|14.02\|1.37\|13.83\|14.29\|13.70\|39449;2026-07-16\|14.14\|0.86\|13.98\|14.41\|13.79\|41892
111040	Figure：F.03机器人在直播状态下连续工作超过30小时	涨停揭秘：康隆达触及涨停，受益于人形机器人产业化加速及公司超高分子量聚乙烯纤维在灵巧手腱绳领域的应用预期；涨停缘由：子公司金昊新材料UHMWPE纤维产能达1000吨，已切入国防警用及绳网领域，技术适配机器人灵巧手腱绳需求；越南基地丁腈手套产能释放叠加锂盐业务扭亏，强化双轮驱动逻辑；Figure F.03机器人长时直播验证商业化进展，催化上游材料关注度；资金逻辑：主力资金大幅净流入，MACD金叉突破均线压力，技术面与板块联动共振，同属机器人+锂电池+出海概念获资金集中配置；风险提示：UHMWPE纤维暂未直接供货人形机器人厂商，量产导入进度存在不确定性；股东质押比例较高，短期业绩对海外订单依赖度大	消息称特斯拉灵巧手驱控方案要用到腱绳，腱绳材料主要以超高分子量聚乙烯与PBO纤维为主；公司超高分子聚乙烯具备1000吨产能	2026-03-09\|32.68\|-2.71\|33.01\|33.86\|32.19\|46725;2026-03-10\|32.33\|-1.07\|32.68\|33.08\|32.08\|21813;2026-03-11\|31.91\|-1.30\|32.46\|32.60\|31.73\|18999;2026-03-12\|32.68\|2.41\|32.12\|33.25\|31.63\|32762;2026-03-13\|32.09\|-1.81\|32.68\|32.85\|32.02\|19163;2026-03-16\|31.54\|-1.71\|31.77\|32.00\|31.30\|21882;2026-03-17\|30.23\|-4.15\|31.54\|31.65\|29.99\|43008;2026-03-18\|30.38\|0.50\|30.15\|30.46\|29.78\|25653;2026-03-19\|29.18\|-3.95\|30.08\|30.27\|29.00\|24514;2026-03-20\|29.45\|0.93\|29.65\|30.33\|29.23\|27400;2026-03-23\|27.35\|-7.13\|29.18\|29.18\|27.02\|35011;2026-03-24\|29.05\|6.22\|27.90\|29.30\|27.76\|39399;2026-03-25\|29.19\|0.48\|29.98\|29.98\|28.74\|26929;2026-03-26\|29.52\|1.13\|29.15\|29.79\|29.10\|26107;2026-03-27\|30.29\|2.61\|29.43\|30.35\|29.31\|24847;2026-03-30\|30.15\|-0.46\|30.23\|30.77\|29.88\|23753;2026-03-31\|30.18\|0.10\|30.05\|30.52\|29.90\|20977;2026-04-01\|31.27\|3.61\|30.39\|31.59\|30.39\|31591;2026-04-02\|30.40\|-2.78\|31.90\|31.99\|30.28\|27717;2026-04-03\|29.00\|-4.61\|30.40\|30.59\|28.97\|21364;2026-04-07\|28.26\|-2.55\|29.02\|29.50\|28.23\|22127;2026-04-08\|28.80\|1.91\|28.85\|29.20\|28.35\|25877;2026-04-09\|28.52\|-0.97\|28.78\|29.10\|28.03\|20723;2026-04-10\|28.71\|0.67\|28.60\|29.47\|28.46\|30288;2026-04-13\|28.56\|-0.52\|28.55\|29.50\|28.02\|40684;2026-04-14\|28.30\|-0.91\|28.61\|28.80\|27.57\|31031;2026-04-15\|28.30\|0.00\|28.45\|28.65\|28.08\|21400;2026-04-16\|28.19\|-0.39\|28.40\|28.50\|27.97\|22966;2026-04-17\|28.31\|0.43\|28.19\|28.70\|27.41\|42254;2026-04-20\|28.34\|0.11\|28.27\|28.99\|27.91\|39066;2026-04-21\|27.71\|-2.22\|28.40\|28.46\|27.60\|37345;2026-04-22\|27.17\|-1.95\|27.47\|27.76\|26.70\|39910;2026-04-23\|26.29\|-3.24\|27.18\|27.64\|26.22\|32286;2026-04-24\|26.30\|0.04\|26.40\|26.50\|25.99\|20147;2026-04-27\|26.75\|1.71\|26.62\|26.96\|25.00\|37900;2026-04-28\|26.59\|-0.60\|26.64\|27.18\|26.31\|24822;2026-04-29\|27.68\|4.10\|26.43\|28.27\|26.24\|49386;2026-04-30\|28.40\|2.60\|27.47\|28.48\|27.31\|33567;2026-05-06\|28.73\|1.16\|28.12\|29.30\|28.12\|40220;2026-05-07\|29.25\|1.81\|29.00\|29.46\|28.66\|32269;2026-05-08\|30.76\|5.16\|29.14\|31.31\|28.90\|56749;2026-05-11\|30.52\|-0.78\|30.56\|31.14\|29.85\|37753;2026-05-12\|30.76\|0.79\|30.54\|31.19\|30.25\|30650;2026-05-13\|30.71\|-0.16\|30.76\|31.22\|30.51\|30180;2026-05-14\|30.55\|-0.52\|30.71\|31.04\|29.74\|31522;2026-05-15\|30.47\|-0.26\|30.56\|31.59\|30.30\|38232;2026-05-18\|32.99\|8.27\|30.19\|33.52\|30.18\|114586;2026-05-19\|31.92\|-3.24\|32.73\|33.88\|31.00\|92944;2026-05-20\|31.21\|-2.22\|31.92\|32.29\|30.79\|49538;2026-05-21\|30.58\|-2.02\|31.31\|31.64\|30.51\|45262;2026-05-22\|30.45\|-0.43\|30.70\|31.10\|29.85\|29550;2026-05-25\|30.25\|-0.66\|30.40\|30.75\|29.92\|31255;2026-05-26\|30.12\|-0.43\|30.25\|30.25\|29.08\|28609;2026-05-27\|29.31\|-2.69\|30.05\|30.17\|29.06\|28714;2026-05-28\|28.45\|-2.93\|29.90\|29.90\|28.18\|33118;2026-05-29\|27.00\|-5.10\|28.50\|28.50\|26.70\|37375;2026-06-01\|28.96\|7.26\|27.00\|29.70\|26.44\|53910;2026-06-02\|28.50\|-1.04\|29.03\|29.67\|28.43\|36016;2026-06-03\|27.69\|-2.84\|28.49\|29.25\|27.40\|46198;2026-06-04\|26.97\|-2.60\|27.58\|27.91\|26.50\|31595;2026-06-05\|26.74\|-0.85\|26.91\|27.66\|25.60\|33791;2026-06-08\|26.69\|-0.19\|26.13\|27.56\|26.13\|31444;2026-06-09\|26.80\|0.41\|26.70\|26.98\|25.92\|22436;2026-06-10\|26.90\|0.37\|27.45\|27.45\|26.36\|19839;2026-06-11\|26.36\|-2.01\|26.70\|27.28\|25.90\|26030;2026-06-12\|26.03\|-1.25\|26.23\|26.55\|25.70\|17541;2026-06-15\|26.46\|1.65\|25.85\|26.50\|25.85\|16886;2026-06-16\|26.27\|-0.72\|27.52\|27.52\|26.01\|27636;2026-06-17\|26.25\|-0.08\|26.43\|26.60\|25.81\|20194;2026-06-18\|28.61\|8.99\|26.29\|28.85\|26.00\|58288;2026-06-22\|25.97\|-9.23\|28.61\|28.61\|25.85\|61595;2026-06-23\|27.00\|3.97\|25.86\|27.59\|25.86\|37076;2026-06-24\|27.05\|0.19\|26.83\|27.76\|26.03\|29593;2026-06-25\|26.34\|-2.62\|27.00\|27.14\|25.77\|33558;2026-06-26\|26.30\|-0.15\|26.00\|26.50\|25.61\|28337;2026-06-29\|25.77\|-2.02\|26.32\|26.50\|24.92\|32599;2026-06-30\|25.61\|-0.62\|25.83\|25.91\|25.32\|21234;2026-07-01\|26.15\|2.11\|25.61\|26.33\|24.93\|29066;2026-07-02\|26.57\|1.61\|26.30\|27.00\|26.01\|22149;2026-07-03\|27.75\|4.44\|26.70\|28.08\|26.66\|29769;2026-07-06\|27.83\|0.29\|27.68\|28.38\|27.08\|28916;2026-07-07\|26.17\|-5.96\|27.99\|28.00\|26.02\|21639;2026-07-08\|26.39\|0.84\|26.83\|26.83\|25.92\|17016;2026-07-09\|26.29\|-0.38\|26.26\|26.47\|25.81\|16390;2026-07-10\|26.68\|1.48\|26.29\|27.38\|26.05\|20361;2026-07-13\|25.25\|-5.36\|26.68\|26.68\|25.14\|23976;2026-07-14\|25.37\|0.48\|25.10\|25.42\|24.22\|21328;2026-07-15\|25.56\|0.75\|25.69\|25.90\|25.21\|17270;2026-07-16\|25.95\|1.53\|25.50\|26.26\|25.25\|16787
111039	Figure：F.03机器人在直播状态下连续工作超过30小时	2026中报预增+人形机器人+灵巧手行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年7月2日公告，公司预计2026年上半年归母净利润1.84亿元至1.96亿元，同比增长55%至65%，主要系下游自动化设备市场回暖、公司订单好转及新兴业务放量带动。 2、据2026年5月14日机构调研，公司无框力矩电机2025年交付超12万台，同比增20倍以上；行星关节模组、谐波关节模组及21自由度灵巧手已获数十家主流人形机器人客户订单并批量供货，正建设年产200万台自动化产线。 3、公司是智能装备运动控制领域的行业领军企业，深耕智能制造主赛道，并以机器人核心部件为第二增长曲线，其机器人产品已进入国内80%主流人形机器人厂商供应体系。	国内智能装备运动控制领域龙头	2026-03-09\|37.58\|-0.84\|37.18\|37.66\|36.65\|41445;2026-03-10\|38.55\|2.58\|37.99\|38.62\|37.75\|43100;2026-03-11\|38.58\|0.08\|38.41\|38.77\|38.27\|34551;2026-03-12\|37.87\|-1.84\|38.38\|38.61\|37.73\|29462;2026-03-13\|38.53\|1.74\|37.87\|39.74\|37.50\|66822;2026-03-16\|37.93\|-1.56\|38.46\|38.48\|37.50\|32064;2026-03-17\|37.29\|-1.69\|38.15\|38.30\|37.29\|25847;2026-03-18\|37.63\|0.91\|37.47\|37.72\|37.01\|24388;2026-03-19\|36.70\|-2.47\|37.41\|37.48\|36.50\|31403;2026-03-20\|35.58\|-3.05\|36.91\|36.98\|35.58\|37158;2026-03-23\|34.87\|-2.00\|35.02\|36.10\|34.61\|48083;2026-03-24\|35.39\|1.49\|35.53\|35.85\|34.32\|38163;2026-03-25\|35.58\|0.54\|35.40\|35.97\|35.37\|29141;2026-03-26\|35.69\|0.31\|35.90\|36.57\|35.61\|36102;2026-03-27\|35.67\|-0.06\|35.01\|35.93\|35.01\|23524;2026-03-30\|35.31\|-1.01\|35.18\|35.66\|35.00\|21129;2026-03-31\|35.60\|0.82\|35.32\|36.00\|35.29\|25927;2026-04-01\|36.50\|2.53\|36.10\|36.85\|35.86\|39718;2026-04-02\|36.44\|-0.16\|36.33\|36.63\|35.90\|34358;2026-04-03\|37.06\|1.70\|36.43\|37.27\|36.30\|40172;2026-04-07\|36.58\|-1.30\|37.20\|37.28\|36.21\|34044;2026-04-08\|38.29\|4.67\|37.10\|38.55\|36.94\|66152;2026-04-09\|37.68\|-1.59\|37.86\|37.94\|37.54\|32643;2026-04-10\|39.25\|4.17\|37.91\|39.78\|37.90\|82196;2026-04-13\|39.30\|0.13\|38.87\|39.70\|38.75\|44614;2026-04-14\|39.85\|1.40\|39.44\|39.95\|39.29\|54179;2026-04-15\|39.21\|-1.61\|39.88\|40.05\|39.12\|42419;2026-04-16\|39.65\|1.12\|39.49\|39.83\|39.30\|38248;2026-04-17\|39.89\|0.61\|39.57\|40.00\|39.40\|44894;2026-04-20\|39.67\|-0.55\|40.15\|40.19\|39.54\|40184;2026-04-21\|40.47\|2.02\|39.60\|40.69\|39.33\|53132;2026-04-22\|41.21\|1.83\|40.20\|41.48\|40.18\|48016;2026-04-23\|41.85\|1.55\|42.82\|43.53\|41.74\|141563;2026-04-24\|42.27\|1.00\|42.49\|42.84\|41.86\|86136;2026-04-27\|44.47\|5.20\|42.50\|44.62\|42.50\|130705;2026-04-28\|42.89\|-3.55\|43.88\|44.16\|42.63\|82333;2026-04-29\|43.47\|1.35\|42.80\|44.28\|42.71\|62899;2026-04-30\|43.88\|0.94\|43.50\|44.31\|43.00\|72937;2026-05-06\|44.39\|1.16\|44.00\|45.00\|43.76\|97987;2026-05-07\|45.01\|1.40\|44.38\|45.19\|43.81\|85899;2026-05-08\|49.51\|10.00\|46.52\|49.51\|46.52\|324689;2026-05-11\|53.91\|8.89\|50.07\|54.46\|49.18\|513962;2026-05-12\|53.61\|-0.56\|54.00\|55.20\|52.83\|288429;2026-05-13\|52.96\|-1.21\|53.62\|53.90\|52.66\|168725;2026-05-14\|54.36\|2.64\|53.91\|56.50\|53.18\|230054;2026-05-15\|59.80\|10.01\|55.00\|59.80\|54.68\|207368;2026-05-18\|65.09\|8.85\|61.59\|65.78\|61.50\|434100;2026-05-19\|66.39\|2.00\|65.00\|66.94\|64.20\|358784;2026-05-20\|63.15\|-4.88\|65.74\|66.86\|63.07\|320245;2026-05-21\|62.81\|-0.54\|63.02\|66.35\|61.57\|347833;2026-05-22\|61.03\|-2.83\|62.78\|62.97\|59.89\|289189;2026-05-25\|61.10\|0.11\|61.49\|62.11\|59.87\|218890;2026-05-26\|59.24\|-3.04\|61.23\|63.00\|58.20\|340978;2026-05-27\|56.35\|-4.88\|58.55\|60.28\|55.96\|278625;2026-05-28\|56.99\|1.14\|56.79\|57.69\|55.56\|193912;2026-05-29\|54.52\|-4.33\|57.01\|57.83\|53.92\|157899;2026-06-01\|51.79\|-5.01\|53.97\|54.54\|51.60\|133741;2026-06-02\|51.32\|-0.91\|52.38\|52.74\|50.91\|117821;2026-06-03\|52.50\|2.30\|51.34\|54.59\|50.73\|158883;2026-06-04\|53.16\|1.26\|52.40\|54.44\|52.12\|126761;2026-06-05\|55.69\|4.76\|53.00\|57.27\|51.05\|225776;2026-06-08\|54.70\|-1.78\|53.01\|56.56\|53.00\|236493;2026-06-09\|54.86\|0.29\|55.79\|55.99\|53.61\|195423;2026-06-10\|52.52\|-4.27\|54.12\|55.44\|51.80\|167123;2026-06-11\|51.11\|-2.68\|52.02\|52.52\|50.63\|144759;2026-06-12\|50.51\|-1.17\|51.68\|52.94\|49.98\|134282;2026-06-15\|51.39\|1.74\|50.42\|51.85\|49.87\|101461;2026-06-16\|52.95\|3.04\|51.10\|53.78\|50.90\|94612;2026-06-17\|55.96\|5.68\|52.63\|56.25\|52.01\|179305;2026-06-18\|55.33\|-1.13\|55.77\|55.99\|54.00\|131475;2026-06-22\|53.43\|-3.43\|55.00\|55.30\|51.90\|141079;2026-06-23\|53.89\|0.86\|52.90\|55.67\|51.79\|116404;2026-06-24\|53.14\|-1.39\|53.98\|54.66\|51.58\|98152;2026-06-25\|52.33\|-1.52\|53.14\|54.74\|51.80\|92479;2026-06-26\|51.65\|-1.30\|51.90\|54.26\|50.80\|128275;2026-06-29\|52.06\|0.79\|51.65\|52.52\|49.32\|124791;2026-06-30\|55.78\|7.15\|52.30\|56.11\|51.85\|165620;2026-07-01\|57.48\|3.05\|55.82\|58.38\|55.82\|217207;2026-07-02\|63.23\|10.00\|63.23\|63.23\|63.23\|35516;2026-07-03\|69.55\|10.00\|69.55\|69.55\|69.55\|55206;2026-07-06\|73.27\|5.35\|75.00\|76.51\|72.50\|594121;2026-07-07\|69.30\|-5.42\|72.85\|73.49\|68.32\|404104;2026-07-08\|64.12\|-7.47\|67.82\|68.58\|63.33\|251238;2026-07-09\|65.14\|1.59\|64.81\|65.94\|62.32\|174861;2026-07-10\|66.01\|1.34\|64.77\|70.50\|64.64\|247373;2026-07-13\|61.75\|-6.45\|64.65\|66.30\|61.50\|184645;2026-07-14\|61.60\|-0.24\|62.50\|62.99\|60.13\|126928;2026-07-15\|61.84\|0.80\|62.45\|62.90\|59.80\|157894;2026-07-16\|58.51\|-5.38\|60.54\|62.25\|58.16\|167111
111038	Figure：F.03机器人在直播状态下连续工作超过30小时	涨停揭秘：作为全国人形机器人标准工作组成员单位，深度参与国标行标制定，直接受益于Optimus量产进程与国内产业化政策加速；涨停缘由：标准话语权带来技术外溢与客户导入优势；工业机器人本体及系统集成业务已进入头部车企与3C产线；资金逻辑：资金押注标准制定权带来的长期产业卡位价值，叠加机器人板块整体高换手与机构调仓窗口期；风险提示：标准制定收益难以量化，短期业绩无直接体现，需警惕主题退潮后估值回调压力	公司是全国机器人标准化技术委员会人形机器人标准工作组（SAC/TC591/WG2）成员单位，参与制订人形机器人及其应用领域相关的国家标准及行业标准	2026-03-09\|38.46\|-3.54\|39.00\|39.32\|38.00\|28109;2026-03-10\|39.52\|2.76\|38.80\|39.75\|38.66\|20028;2026-03-11\|39.24\|-0.71\|39.53\|40.03\|39.14\|18583;2026-03-12\|38.32\|-2.34\|39.43\|39.64\|38.22\|18330;2026-03-13\|37.49\|-2.17\|38.22\|38.38\|37.37\|16711;2026-03-16\|37.91\|1.12\|37.98\|37.98\|37.12\|12636;2026-03-17\|36.82\|-2.88\|37.63\|37.88\|36.81\|12242;2026-03-18\|37.11\|0.79\|36.91\|37.19\|36.45\|8324;2026-03-19\|36.01\|-2.96\|36.88\|36.88\|35.91\|11397;2026-03-20\|35.18\|-2.30\|36.08\|36.40\|35.18\|10450;2026-03-23\|33.20\|-5.63\|34.78\|34.78\|32.76\|15818;2026-03-24\|33.74\|1.63\|33.90\|33.94\|33.03\|8439;2026-03-25\|34.29\|1.63\|33.99\|34.44\|33.85\|7654;2026-03-26\|33.70\|-1.72\|34.23\|34.60\|33.59\|8479;2026-03-27\|34.15\|1.34\|33.37\|34.24\|33.37\|7666;2026-03-30\|34.28\|0.38\|33.80\|34.28\|33.60\|6769;2026-03-31\|34.14\|-0.41\|34.23\|34.70\|34.02\|7001;2026-04-01\|35.05\|2.67\|34.56\|35.48\|34.56\|11678;2026-04-02\|35.61\|1.60\|35.68\|36.17\|35.29\|18030;2026-04-03\|34.87\|-2.08\|35.50\|35.82\|34.81\|7320;2026-04-07\|35.07\|0.57\|34.85\|35.34\|34.65\|6401;2026-04-08\|35.89\|2.34\|35.62\|36.00\|35.61\|10805;2026-04-09\|35.72\|-0.47\|35.65\|35.77\|35.48\|7131;2026-04-10\|36.11\|1.09\|36.00\|36.87\|35.78\|9152;2026-04-13\|38.14\|5.62\|35.82\|39.10\|35.82\|36622;2026-04-14\|37.28\|-2.25\|37.58\|37.89\|36.73\|28225;2026-04-15\|36.67\|-1.64\|37.36\|37.36\|36.66\|13436;2026-04-16\|36.94\|0.74\|36.92\|37.06\|36.68\|7472;2026-04-17\|37.46\|1.41\|37.00\|37.59\|36.93\|12583;2026-04-20\|37.10\|-0.96\|37.40\|37.60\|36.88\|13237;2026-04-21\|37.22\|0.32\|36.98\|37.30\|36.80\|10418;2026-04-22\|37.09\|-0.35\|37.29\|37.29\|36.90\|7084;2026-04-23\|36.50\|-1.59\|36.93\|37.09\|36.34\|10651;2026-04-24\|36.42\|-0.22\|36.67\|36.72\|36.25\|8389;2026-04-27\|36.92\|1.37\|36.33\|36.95\|36.11\|8637;2026-04-28\|34.16\|-7.48\|35.00\|35.39\|33.85\|26589;2026-04-29\|33.96\|-0.59\|34.16\|34.16\|33.55\|12899;2026-04-30\|33.96\|0.00\|33.82\|34.04\|33.75\|8101;2026-05-06\|34.17\|0.62\|33.96\|34.65\|33.93\|11961;2026-05-07\|34.80\|1.84\|34.20\|35.29\|34.07\|14764;2026-05-08\|35.70\|2.59\|34.75\|36.04\|34.36\|18771;2026-05-11\|35.75\|0.14\|35.71\|36.92\|35.35\|17882;2026-05-12\|34.98\|-2.15\|35.85\|35.90\|34.85\|10977;2026-05-13\|34.95\|-0.09\|34.50\|35.08\|34.50\|7713;2026-05-14\|38.45\|10.01\|35.80\|38.45\|34.90\|48553;2026-05-15\|42.30\|10.01\|39.01\|42.30\|39.00\|128289;2026-05-18\|46.53\|10.00\|46.53\|46.53\|42.46\|211189;2026-05-19\|51.18\|9.99\|51.18\|51.18\|51.17\|51618;2026-05-20\|46.06\|-10.00\|46.06\|51.30\|46.06\|228275;2026-05-21\|42.80\|-7.08\|44.00\|45.87\|41.66\|195547;2026-05-22\|42.73\|-0.16\|41.70\|44.90\|39.66\|164872;2026-05-25\|40.88\|-4.33\|41.60\|42.45\|40.01\|122104;2026-05-26\|41.98\|2.69\|40.89\|42.71\|40.56\|117761;2026-05-27\|37.99\|-9.50\|39.90\|40.67\|37.78\|111357;2026-05-28\|38.05\|0.16\|37.35\|38.37\|36.23\|61427;2026-05-29\|35.66\|-6.28\|38.05\|38.09\|35.08\|72819;2026-06-01\|35.28\|-1.07\|35.17\|36.16\|35.00\|44639;2026-06-02\|34.89\|-1.11\|35.33\|35.96\|34.43\|41962;2026-06-03\|34.91\|0.06\|34.58\|35.57\|34.40\|38992;2026-06-04\|37.23\|6.65\|34.60\|37.37\|34.50\|79413;2026-06-05\|37.59\|0.97\|36.86\|39.00\|35.56\|79608;2026-06-08\|35.92\|-4.44\|36.01\|37.27\|35.83\|44864;2026-06-09\|36.21\|0.81\|35.92\|36.62\|35.31\|44594;2026-06-10\|33.67\|-7.01\|35.91\|35.91\|33.27\|47524;2026-06-11\|32.40\|-3.77\|32.80\|33.40\|32.12\|37543;2026-06-12\|32.81\|1.27\|32.71\|33.78\|32.61\|31496;2026-06-15\|34.00\|3.63\|32.80\|34.09\|32.78\|30556;2026-06-16\|35.51\|4.44\|34.25\|35.65\|33.43\|40988;2026-06-17\|37.30\|5.04\|35.00\|38.66\|34.81\|70710;2026-06-18\|41.03\|10.00\|36.93\|41.03\|36.76\|106691;2026-06-22\|45.13\|9.99\|42.92\|45.13\|42.92\|60140;2026-06-23\|47.00\|4.14\|43.82\|49.64\|43.39\|165290;2026-06-24\|46.95\|-0.11\|46.90\|48.74\|44.80\|102144;2026-06-25\|45.00\|-4.15\|46.95\|47.88\|43.48\|93856;2026-06-26\|42.90\|-3.40\|45.16\|48.85\|42.50\|133790;2026-06-29\|42.41\|-1.14\|43.54\|44.67\|41.00\|92936;2026-06-30\|42.04\|-0.87\|42.41\|43.50\|41.08\|60988;2026-07-01\|42.04\|0.00\|42.50\|43.09\|41.55\|64235;2026-07-02\|41.10\|-2.24\|41.00\|43.19\|41.00\|55595;2026-07-03\|39.80\|-3.16\|41.41\|41.98\|39.74\|58016;2026-07-06\|39.00\|-2.01\|39.89\|40.98\|37.54\|62326;2026-07-07\|38.00\|-2.56\|39.00\|39.90\|37.63\|39317;2026-07-08\|36.48\|-4.00\|37.91\|37.99\|35.37\|47324;2026-07-09\|37.82\|3.67\|37.80\|37.99\|35.70\|43305;2026-07-10\|37.45\|-0.98\|37.82\|38.75\|37.00\|43720;2026-07-13\|35.11\|-6.25\|36.80\|37.26\|34.87\|34038;2026-07-14\|34.90\|-0.60\|35.28\|35.52\|33.90\|26999;2026-07-15\|34.93\|0.09\|34.81\|35.68\|34.52\|25613;2026-07-16\|34.79\|-0.40\|34.93\|35.56\|34.10\|26143
111037	Figure：F.03机器人在直播状态下连续工作超过30小时	物理AI收入+具身智能平台+机器人概念+CAE软件行业原因： 1、近日物理AI引发市场关注。中信证券此前研报指出，物理AI是以数据驱动的深度融合物理规律的人工智能技术，有望加速落地具身智能、智能驾驶、工业制造等场景，长期趋势明确。 2、近日，Figure机器人实现近乎48小时的持续高频作业，特斯拉宣布Optimus人形机器人于2026年第二季度启动量产，人形机器人加速落地。公司原因： 1、据2025年年度报告及2026年4月27日投资者关系活动记录表，公司2025年来自开物平台物理AI核心的收入达5816万元，超额完成股权激励目标，并在低空经济领域实现项目落地。 2、据2026年4月27日投资者关系活动记录表，公司在具身智能训练领域，依托仿真底座和物理AI能力，计划今年发布虚拟训练环境产品，并积极对接客户。 3、根据2025年5月27日互动易，索辰物理AI开发平台针对机器人场景目前发布了机器人设计优化软件，针对机器人训练提供环境的功能尚在开发中。 4、据2025年年度报告，公司是国内CAE计算机辅助工程软件领域的龙头企业，2025年实现营业收入4.66亿元，其中天工系列CAE收入达2.84亿元，占总收入61%。	公司推出物理AI开发及应用平台全场景解决方案，对标英伟达Omniverse，互动平台表示加强在CAE软件及物理AI技术积累，推动物理AI技术在未来有望高速增长的场景落地，拓展民用市场	2026-03-09\|97.80\|3.12\|92.88\|99.00\|91.00\|26928;2026-03-10\|99.81\|2.06\|98.00\|100.48\|97.50\|18408;2026-03-11\|98.66\|-1.15\|99.50\|100.84\|97.90\|19476;2026-03-12\|95.40\|-3.30\|98.00\|98.47\|94.88\|14193;2026-03-13\|92.94\|-2.58\|94.42\|95.30\|92.50\|13044;2026-03-16\|92.03\|-0.98\|92.04\|92.50\|87.21\|19213;2026-03-17\|89.00\|-3.29\|93.00\|93.17\|89.00\|14722;2026-03-18\|94.87\|6.60\|90.84\|97.79\|90.14\|26678;2026-03-19\|92.80\|-2.18\|92.08\|94.46\|91.33\|15931;2026-03-20\|89.00\|-4.09\|92.97\|93.60\|89.00\|16586;2026-03-23\|84.15\|-5.45\|87.49\|88.83\|83.00\|21587;2026-03-24\|87.14\|3.55\|85.78\|87.96\|82.33\|18158;2026-03-25\|90.00\|3.28\|87.12\|92.44\|86.70\|20040;2026-03-26\|85.48\|-5.02\|89.00\|89.46\|85.36\|14490;2026-03-27\|86.07\|0.69\|84.48\|86.89\|84.00\|9314;2026-03-30\|85.00\|-1.24\|83.88\|85.90\|83.07\|10970;2026-03-31\|83.05\|-2.29\|85.00\|86.78\|83.02\|9342;2026-04-01\|85.14\|2.52\|84.99\|85.89\|84.56\|9280;2026-04-02\|82.16\|-3.50\|85.55\|85.81\|81.33\|14294;2026-04-03\|82.16\|0.00\|82.40\|83.78\|81.78\|8439;2026-04-07\|81.08\|-1.31\|82.32\|83.30\|80.41\|9256;2026-04-08\|87.09\|7.41\|83.50\|87.09\|83.05\|16250;2026-04-09\|84.90\|-2.51\|85.98\|86.00\|84.00\|10842;2026-04-10\|85.36\|0.54\|85.62\|86.97\|85.28\|8547;2026-04-13\|85.65\|0.34\|84.64\|86.39\|84.17\|7811;2026-04-14\|89.05\|3.97\|87.30\|89.25\|86.96\|16726;2026-04-15\|87.43\|-1.82\|90.00\|90.07\|87.26\|12260;2026-04-16\|92.84\|6.19\|88.80\|94.10\|87.88\|29743;2026-04-17\|91.32\|-1.64\|92.25\|92.80\|90.80\|14828;2026-04-20\|96.33\|5.49\|90.30\|96.95\|90.30\|31152;2026-04-21\|95.60\|-0.76\|94.90\|97.90\|92.66\|24726;2026-04-22\|97.10\|1.57\|95.00\|97.68\|94.20\|19605;2026-04-23\|94.50\|-2.68\|97.20\|98.44\|93.68\|15850;2026-04-24\|92.25\|-2.38\|93.50\|94.76\|91.76\|12276;2026-04-27\|92.26\|0.01\|92.20\|93.58\|90.71\|12717;2026-04-28\|89.77\|-2.70\|90.88\|92.88\|88.09\|17928;2026-04-29\|90.86\|1.21\|90.03\|93.18\|89.41\|14378;2026-04-30\|91.65\|0.87\|90.22\|92.00\|88.88\|13760;2026-05-06\|94.39\|2.99\|92.35\|96.80\|92.35\|20659;2026-05-07\|97.50\|3.29\|94.50\|97.77\|93.88\|21009;2026-05-08\|97.90\|0.41\|98.70\|99.50\|97.30\|17743;2026-05-11\|97.85\|-0.05\|97.78\|98.99\|96.00\|18650;2026-05-12\|96.00\|-1.89\|97.21\|97.58\|93.68\|20846;2026-05-13\|94.86\|-1.19\|95.00\|95.45\|93.21\|13301;2026-05-14\|92.93\|-2.03\|95.70\|96.80\|92.00\|22512;2026-05-15\|107.52\|15.70\|92.71\|111.52\|92.71\|101002;2026-05-18\|129.02\|20.00\|121.79\|129.02\|121.79\|61411;2026-05-19\|152.30\|18.04\|141.30\|154.82\|135.00\|192771;2026-05-20\|155.30\|1.97\|145.00\|159.00\|142.00\|150067;2026-05-21\|142.89\|-7.99\|157.00\|157.92\|142.89\|139712;2026-05-22\|162.91\|14.01\|145.99\|168.88\|141.31\|143461;2026-05-25\|186.60\|14.54\|167.00\|187.79\|165.09\|133281;2026-05-26\|192.00\|2.89\|176.00\|199.32\|170.10\|133610;2026-05-27\|187.00\|-2.60\|183.00\|191.83\|183.00\|90568;2026-05-28\|195.35\|4.47\|184.33\|197.17\|180.57\|98931;2026-05-29\|160.00\|-18.10\|189.99\|189.99\|157.67\|133112;2026-06-01\|162.64\|1.65\|160.23\|168.86\|154.80\|79585;2026-06-02\|171.13\|5.22\|159.55\|176.00\|144.59\|112967;2026-06-03\|165.80\|-3.11\|163.00\|175.00\|160.17\|87651;2026-06-04\|169.06\|1.97\|164.00\|174.20\|160.01\|72017;2026-06-05\|191.45\|13.24\|185.00\|197.77\|172.53\|121515;2026-06-08\|225.11\|17.58\|182.93\|228.00\|181.03\|128518;2026-06-09\|235.79\|4.74\|221.00\|246.90\|209.33\|136165;2026-06-10\|244.00\|3.48\|231.07\|256.00\|224.00\|112350;2026-06-11\|206.50\|-15.37\|234.02\|238.00\|205.02\|115123;2026-06-12\|247.70\|19.95\|211.66\|247.80\|211.00\|142422;2026-06-15\|253.57\|2.37\|240.00\|263.12\|239.00\|115952;2026-06-16\|248.32\|-2.07\|247.90\|259.80\|243.58\|101169;2026-06-17\|243.99\|-1.69\|241.20\|246.25\|235.80\|73292;2026-06-18\|254.50\|4.31\|249.00\|258.40\|236.00\|104641;2026-06-22\|262.88\|3.29\|248.99\|271.88\|247.65\|99094;2026-06-23\|238.09\|-9.43\|256.00\|256.80\|236.60\|78177;2026-06-24\|276.60\|16.17\|234.50\|281.00\|230.00\|99642;2026-06-25\|277.00\|0.14\|275.00\|278.81\|265.00\|79772;2026-06-26\|294.12\|6.18\|277.99\|299.00\|275.06\|91100;2026-06-29\|274.02\|-6.83\|296.11\|306.85\|260.05\|83457;2026-06-30\|269.68\|-1.58\|280.00\|286.90\|261.33\|75601;2026-07-01\|273.70\|1.49\|264.56\|295.42\|263.06\|81098;2026-07-02\|244.89\|-10.53\|265.50\|285.02\|237.00\|97680;2026-07-03\|249.51\|1.89\|245.50\|264.00\|232.03\|103849;2026-07-06\|212.00\|-15.03\|249.59\|251.51\|210.80\|116742;2026-07-07\|213.58\|0.75\|216.00\|225.00\|209.30\|69410;2026-07-08\|204.50\|-4.25\|213.39\|216.01\|200.00\|71632;2026-07-09\|210.68\|3.02\|206.79\|211.99\|195.00\|75630;2026-07-10\|208.00\|-1.27\|208.98\|223.93\|207.01\|81499;2026-07-13\|190.90\|-8.22\|208.00\|208.21\|190.50\|67157;2026-07-14\|197.00\|3.20\|194.00\|200.89\|186.04\|56807;2026-07-15\|194.09\|-1.48\|201.00\|204.77\|191.00\|50366;2026-07-16\|184.08\|-5.16\|190.18\|197.50\|181.30\|56819
111036	Figure：F.03机器人在直播状态下连续工作超过30小时	折叠屏+苹果产业链+人形机器人行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月17日机构调研，折叠屏、AI手机已成为消费电子关键赛道，公司已与国内外知名消费电子终端品牌客户展开合作，实现批量生产出货，并将深度配合客户各款新折叠屏智能终端产品的开发；据2026年6月8日互动易，公司已有折叠屏相关技术储备，为相关客户提供配套产品，将抓住机遇期推进更多产品量产供货。 2、据2026年3月28日年报，人形机器人精密零部件与公司原有新能源汽车零部件技术共源，公司已进行相关技术拓展和业务规划；据2026年4月16日投资者关系活动，公司正推进人形机器人相关技术开发和业务合作。 3、据2026年3月28日年报及2026年4月17日机构调研，公司主营消费电子精密功能件及结构件，覆盖智能手机等终端，苹果为长期核心客户，前五大客户销售占比53.08%。	公司正利用新能源汽车精密结构件技术经验，推进人形机器人相关零部件的技术拓展和业务规划	2026-03-09\|14.81\|0.89\|14.54\|14.86\|14.15\|151333;2026-03-10\|15.39\|3.92\|14.89\|15.86\|14.89\|339906;2026-03-11\|15.25\|-0.91\|15.47\|15.50\|15.19\|209013;2026-03-12\|15.37\|0.79\|15.18\|15.53\|15.10\|170940;2026-03-13\|15.16\|-1.37\|15.40\|15.49\|15.10\|117921;2026-03-16\|15.19\|0.20\|15.07\|15.22\|14.82\|115820;2026-03-17\|14.59\|-3.95\|15.25\|15.27\|14.57\|124869;2026-03-18\|15.01\|2.88\|14.66\|15.06\|14.60\|111392;2026-03-19\|14.70\|-2.07\|14.82\|14.89\|14.63\|84330;2026-03-20\|14.22\|-3.27\|14.87\|14.91\|14.22\|94834;2026-03-23\|12.80\|-9.99\|14.12\|14.12\|12.80\|233962;2026-03-24\|13.32\|4.06\|13.26\|13.34\|12.80\|139458;2026-03-25\|14.04\|5.41\|13.30\|14.20\|13.30\|187875;2026-03-26\|13.90\|-1.00\|14.06\|14.56\|13.87\|120376;2026-03-27\|14.10\|1.44\|13.92\|14.14\|13.69\|77256;2026-03-30\|13.45\|-4.61\|13.89\|13.91\|13.23\|147438;2026-03-31\|13.41\|-0.30\|13.42\|13.84\|13.20\|130966;2026-04-01\|13.90\|3.65\|13.76\|13.96\|13.60\|110398;2026-04-02\|13.47\|-3.09\|13.80\|14.23\|13.41\|119530;2026-04-03\|13.91\|3.27\|13.62\|14.28\|13.26\|165327;2026-04-07\|13.74\|-1.22\|14.40\|14.72\|13.56\|252712;2026-04-08\|14.32\|4.22\|13.93\|14.33\|13.85\|226152;2026-04-09\|15.75\|9.99\|14.12\|15.75\|14.04\|367508;2026-04-10\|15.47\|-1.78\|15.60\|16.01\|15.19\|471778;2026-04-13\|15.53\|0.39\|15.41\|15.78\|15.39\|233099;2026-04-14\|15.46\|-0.45\|15.71\|15.75\|15.29\|264762;2026-04-15\|15.85\|2.52\|15.46\|16.26\|15.34\|379115;2026-04-16\|15.96\|0.69\|15.77\|15.98\|15.66\|283672;2026-04-17\|16.50\|3.38\|16.10\|17.12\|15.84\|373248;2026-04-20\|16.80\|1.82\|16.63\|17.20\|16.43\|297980;2026-04-21\|16.64\|-0.95\|16.67\|16.87\|16.55\|179150;2026-04-22\|17.41\|4.63\|16.57\|17.63\|16.55\|303178;2026-04-23\|16.60\|-4.65\|17.25\|17.39\|16.52\|268012;2026-04-24\|16.31\|-1.75\|16.64\|16.90\|16.19\|212978;2026-04-27\|16.70\|2.39\|16.34\|17.00\|16.26\|195474;2026-04-28\|16.24\|-2.75\|16.63\|16.75\|16.17\|186165;2026-04-29\|16.57\|2.03\|16.23\|16.90\|16.15\|179458;2026-04-30\|16.50\|-0.42\|16.57\|16.74\|16.16\|141765;2026-05-06\|16.55\|0.30\|16.64\|16.82\|16.43\|178303;2026-05-07\|16.86\|1.87\|16.58\|17.04\|16.50\|190795;2026-05-08\|16.86\|0.00\|16.72\|17.05\|16.61\|154391;2026-05-11\|16.58\|-1.66\|16.94\|16.94\|16.46\|182867;2026-05-12\|16.76\|2.01\|16.50\|17.08\|16.41\|232238;2026-05-13\|16.98\|1.31\|16.64\|17.19\|16.50\|233864;2026-05-14\|16.89\|-0.53\|17.31\|18.15\|16.83\|322601;2026-05-15\|16.76\|-0.77\|16.93\|17.17\|16.53\|252519;2026-05-18\|18.44\|10.02\|16.46\|18.44\|16.40\|459706;2026-05-19\|17.66\|-4.23\|18.08\|18.27\|17.29\|595910;2026-05-20\|17.87\|1.19\|17.66\|18.16\|17.40\|515990;2026-05-21\|17.42\|-2.52\|17.87\|18.32\|17.37\|501854;2026-05-22\|18.90\|8.50\|17.45\|19.16\|17.27\|801230;2026-05-25\|18.97\|0.37\|19.20\|19.25\|18.52\|518382;2026-05-26\|18.37\|-3.16\|18.71\|18.92\|18.15\|401422;2026-05-27\|18.02\|-1.91\|18.21\|18.67\|17.74\|342326;2026-05-28\|17.23\|-4.38\|17.92\|19.43\|16.78\|648982;2026-05-29\|16.64\|-3.42\|17.23\|17.78\|16.41\|479746;2026-06-01\|17.00\|2.16\|16.61\|17.58\|16.61\|342404;2026-06-02\|17.42\|2.47\|16.98\|17.90\|16.82\|323668;2026-06-03\|17.02\|-2.30\|17.18\|17.56\|16.76\|279005;2026-06-04\|17.25\|1.35\|16.79\|17.61\|16.74\|250926;2026-06-05\|17.65\|2.32\|17.08\|18.08\|16.61\|409176;2026-06-08\|16.54\|-6.29\|17.10\|17.59\|16.40\|306664;2026-06-09\|17.06\|3.14\|16.90\|17.18\|16.50\|270829;2026-06-10\|16.77\|-1.70\|16.86\|16.96\|16.11\|249065;2026-06-11\|16.27\|-2.98\|16.63\|16.79\|16.04\|214862;2026-06-12\|15.86\|-2.52\|16.66\|17.15\|15.74\|326281;2026-06-15\|17.45\|10.03\|16.02\|17.45\|16.01\|368808;2026-06-16\|18.45\|5.73\|17.52\|18.60\|17.19\|451691;2026-06-17\|18.37\|-0.43\|18.28\|18.82\|18.12\|273896;2026-06-18\|18.20\|-0.93\|18.30\|18.50\|18.03\|225728;2026-06-22\|18.10\|-0.55\|18.30\|18.50\|17.55\|254222;2026-06-23\|18.02\|-0.44\|17.93\|18.39\|17.60\|207418;2026-06-24\|18.03\|0.06\|17.87\|18.36\|17.35\|260532;2026-06-25\|18.44\|2.27\|18.23\|19.83\|18.12\|594922;2026-06-26\|19.55\|6.02\|18.30\|19.94\|17.95\|665206;2026-06-29\|19.87\|1.64\|19.18\|20.60\|19.15\|676265;2026-06-30\|20.45\|2.92\|19.88\|20.75\|19.08\|573333;2026-07-01\|22.50\|10.02\|22.50\|22.50\|22.50\|57205;2026-07-02\|21.24\|-5.60\|23.74\|24.74\|21.08\|1139522;2026-07-03\|23.36\|9.98\|21.88\|23.36\|21.42\|495242;2026-07-06\|21.02\|-10.02\|23.14\|23.14\|21.02\|666750;2026-07-07\|19.84\|-5.61\|19.93\|20.79\|19.16\|572250;2026-07-08\|17.89\|-9.83\|19.72\|19.93\|17.86\|610630;2026-07-09\|17.81\|-0.45\|18.06\|18.16\|16.75\|543550;2026-07-10\|17.36\|-2.53\|17.76\|18.27\|17.35\|423049;2026-07-13\|15.70\|-9.56\|17.22\|17.92\|15.63\|399459;2026-07-14\|16.03\|2.10\|15.96\|16.23\|15.48\|292546;2026-07-15\|15.45\|-3.62\|16.20\|16.50\|15.36\|324419;2026-07-16\|15.17\|-1.81\|15.28\|16.00\|15.06\|281288
111035	Figure：F.03机器人在直播状态下连续工作超过30小时	家庭具身机器人+小米概念+定增受理行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月11日募集说明书，公司已实现家庭具身机器人的生产和销售，并与苏州乐享智能科技有限公司签署战略合作协议及OEM/ODM产品采购合同，合同周期至2026年12月31日。 2、据2026年6月11日募集说明书，公司产品广泛应用于小米、美的、追觅等知名清洁电器品牌，主要终端合作品牌包括小米，并为其提供整机ODM/OEM业务。 3、据2026年6月11日公告，公司向特定对象发行股票申请已获上交所受理，拟募资7.763亿元用于年产清洁电器制品800万台新建项目一期等，项目规划布局家庭具身机器人等新品类产能。	公司主营吸尘器、洗地机、扫地机器人、布衣清洗机等	2026-03-09\|28.22\|-0.74\|28.34\|28.45\|27.70\|15783;2026-03-10\|28.98\|2.69\|28.30\|29.02\|28.29\|15941;2026-03-11\|28.51\|-1.62\|28.98\|29.58\|28.50\|19808;2026-03-12\|27.78\|-2.56\|28.51\|28.67\|27.71\|13063;2026-03-13\|28.21\|1.55\|27.79\|28.74\|27.51\|15439;2026-03-16\|28.14\|-0.25\|28.37\|28.65\|27.99\|13542;2026-03-17\|27.46\|-2.42\|28.30\|28.38\|27.40\|10316;2026-03-18\|27.73\|0.98\|27.47\|27.77\|27.31\|8717;2026-03-19\|26.62\|-4.00\|27.37\|27.79\|26.50\|14266;2026-03-20\|25.58\|-3.91\|26.63\|26.82\|25.50\|15867;2026-03-23\|24.07\|-5.90\|24.33\|25.55\|23.81\|23871;2026-03-24\|25.33\|5.23\|24.90\|25.33\|24.40\|18882;2026-03-25\|25.24\|-0.36\|25.44\|25.58\|25.08\|10888;2026-03-26\|25.04\|-0.79\|25.35\|25.63\|24.85\|11062;2026-03-27\|25.38\|1.36\|25.03\|25.47\|24.80\|9585;2026-03-30\|25.40\|0.08\|25.10\|25.40\|24.87\|10556;2026-03-31\|27.94\|10.00\|25.87\|27.94\|25.50\|52463;2026-04-01\|28.93\|3.54\|27.86\|30.00\|27.55\|76634;2026-04-02\|28.59\|-1.18\|29.36\|29.47\|28.34\|35876;2026-04-03\|27.20\|-4.86\|28.87\|28.98\|27.10\|32094;2026-04-07\|26.63\|-2.10\|27.20\|27.36\|26.60\|22290;2026-04-08\|27.47\|3.15\|27.56\|27.58\|27.07\|23652;2026-04-09\|26.95\|-1.89\|27.55\|27.55\|26.82\|14948;2026-04-10\|26.28\|-2.49\|26.78\|26.82\|25.50\|30335;2026-04-13\|26.33\|0.19\|26.26\|26.56\|25.70\|16255;2026-04-14\|25.93\|-1.52\|26.50\|26.55\|25.80\|26043;2026-04-15\|25.66\|-1.04\|25.73\|26.05\|25.51\|15745;2026-04-16\|26.08\|1.64\|25.65\|26.16\|25.41\|17988;2026-04-17\|25.95\|-0.50\|25.98\|26.06\|25.61\|13688;2026-04-20\|26.40\|1.73\|25.90\|26.55\|25.84\|16234;2026-04-21\|26.21\|-0.72\|26.25\|26.36\|25.78\|14328;2026-04-22\|26.32\|0.42\|25.99\|26.79\|25.89\|13326;2026-04-23\|26.02\|-1.14\|26.14\|26.50\|25.84\|15782;2026-04-24\|25.77\|-0.96\|26.00\|26.03\|25.60\|11356;2026-04-27\|28.35\|10.01\|25.85\|28.35\|25.85\|26836;2026-04-28\|27.00\|-4.76\|28.41\|28.41\|26.53\|60352;2026-04-29\|27.20\|0.74\|27.00\|28.20\|26.09\|48621;2026-04-30\|29.33\|7.83\|27.20\|29.50\|26.90\|79601;2026-05-06\|30.22\|3.03\|28.78\|30.58\|28.26\|62308;2026-05-07\|31.17\|3.14\|29.92\|31.25\|29.60\|48809;2026-05-08\|33.00\|5.87\|31.18\|33.33\|31.18\|57758;2026-05-11\|35.41\|7.30\|33.15\|36.29\|33.15\|64155;2026-05-12\|33.25\|-6.10\|35.45\|36.58\|32.97\|75726;2026-05-13\|30.27\|-8.96\|32.92\|32.92\|30.00\|84482;2026-05-14\|29.84\|-1.42\|30.48\|31.25\|29.84\|45341;2026-05-15\|29.94\|0.34\|29.97\|30.66\|29.53\|34075;2026-05-18\|32.93\|9.99\|29.97\|32.93\|29.97\|61115;2026-05-19\|32.59\|-1.03\|34.60\|36.22\|31.47\|140200;2026-05-20\|32.10\|-1.50\|32.67\|32.87\|31.53\|59719;2026-05-21\|30.78\|-4.11\|32.08\|33.20\|30.78\|59029;2026-05-22\|30.85\|0.23\|30.80\|33.30\|30.74\|65178;2026-05-25\|29.54\|-4.25\|30.81\|30.85\|29.40\|46697;2026-05-26\|30.67\|3.83\|29.08\|31.81\|28.63\|65758;2026-05-27\|29.43\|-4.04\|29.96\|31.03\|29.40\|48395;2026-05-28\|27.95\|-5.03\|28.81\|29.58\|27.85\|36345;2026-05-29\|26.68\|-4.54\|28.50\|28.63\|26.61\|29831;2026-06-01\|27.03\|1.31\|26.71\|27.70\|26.10\|28362;2026-06-02\|26.62\|-1.52\|26.91\|27.43\|25.85\|21168;2026-06-03\|26.13\|-1.84\|26.88\|26.92\|25.90\|22002;2026-06-04\|25.83\|-1.15\|25.72\|26.26\|25.52\|13113;2026-06-05\|25.68\|-0.58\|25.83\|26.39\|24.87\|21678;2026-06-08\|24.52\|-4.52\|24.52\|25.59\|24.02\|19709;2026-06-09\|24.25\|-1.10\|24.52\|24.88\|23.94\|18943;2026-06-10\|23.16\|-4.49\|24.27\|24.27\|22.65\|24348;2026-06-11\|25.48\|10.02\|22.95\|25.48\|22.80\|26044;2026-06-12\|22.93\|-10.01\|25.73\|25.76\|22.93\|73898;2026-06-15\|22.93\|0.00\|22.93\|23.83\|22.65\|59329;2026-06-16\|24.56\|7.11\|22.67\|25.22\|22.32\|83511;2026-06-17\|24.50\|-0.24\|24.31\|25.05\|23.80\|51853;2026-06-18\|23.30\|-4.90\|24.17\|24.75\|23.01\|40073;2026-06-22\|23.47\|0.73\|23.53\|23.64\|22.38\|31975;2026-06-23\|23.21\|-1.11\|23.30\|23.50\|22.84\|23570;2026-06-24\|22.85\|-1.55\|23.00\|23.20\|22.33\|23484;2026-06-25\|22.38\|-2.06\|22.85\|24.25\|22.31\|43025;2026-06-26\|23.20\|3.66\|22.88\|24.62\|22.22\|93006;2026-06-29\|24.75\|6.68\|22.61\|24.85\|21.40\|105912;2026-06-30\|27.23\|10.02\|24.58\|27.23\|24.58\|55835;2026-07-01\|27.65\|1.54\|27.99\|28.08\|26.61\|72319;2026-07-02\|27.61\|-0.14\|27.62\|28.40\|27.30\|41450;2026-07-03\|26.70\|-3.30\|27.88\|28.05\|26.65\|32231;2026-07-06\|26.35\|-1.31\|26.51\|27.66\|26.08\|30209;2026-07-07\|24.28\|-7.86\|26.10\|26.60\|24.20\|32175;2026-07-08\|22.64\|-6.75\|24.28\|24.58\|22.60\|40834;2026-07-09\|23.16\|2.30\|22.65\|23.60\|21.70\|39680;2026-07-10\|22.98\|-0.78\|23.30\|23.60\|22.73\|24851;2026-07-13\|21.45\|-6.66\|23.00\|23.10\|21.27\|24500;2026-07-14\|21.94\|2.28\|21.50\|22.22\|20.77\|20014;2026-07-15\|24.13\|9.98\|21.71\|24.13\|21.71\|43892;2026-07-16\|24.15\|0.08\|24.00\|25.09\|23.66\|58310
111034	Figure：F.03机器人在直播状态下连续工作超过30小时	人形机器人+传感器+芯片行业原因： 1、近日物理AI引发市场关注。中信证券此前研报指出，物理AI是以数据驱动的深度融合物理规律的人工智能技术，有望加速落地具身智能、智能驾驶、工业制造等场景，长期趋势明确。 2、近日，Figure机器人实现近乎48小时的持续高频作业，特斯拉宣布Optimus人形机器人于2026年第二季度启动量产，人形机器人加速落地。公司原因： 1、据2025年7月22日投资者关系活动记录表，公司新设具身智能子公司，已研制两代六维力传感器并布局柔性传感器，计划将车规级芯片工艺用于人形机器人。 2、据2026年4月27日投资者关系活动记录表，公司乘用车温度传感器项目2026年上半年批量供货，新能源整车龙头项目已量产。 3、据2025年2月21日互动易，公司拟成立人形机器人子公司，专注机器人传感器及芯片研发销售。	1、公司积极关注以人工智能AI的快速发展带来的人形机器人等新兴市场带来的传感器需求； 2、公司通过设立全资子公司盛美芯，公司具备了部分核心车规级芯片的自主设计、封装测试的能力，团队具备车规级MEMS压力传感器芯片的研发、生产和销售经验	2026-03-09\|23.13\|-10.00\|23.13\|23.13\|23.13\|7363;2026-03-10\|20.82\|-9.99\|20.82\|20.82\|20.82\|37178;2026-03-11\|19.60\|-5.86\|19.99\|20.66\|19.59\|245047;2026-03-12\|19.47\|-0.66\|19.26\|19.80\|18.75\|186562;2026-03-13\|19.68\|1.08\|19.30\|20.07\|18.81\|145122;2026-03-16\|19.34\|-1.73\|19.60\|20.04\|19.11\|90871;2026-03-17\|18.55\|-4.08\|19.36\|19.45\|18.55\|80670;2026-03-18\|18.60\|0.27\|18.55\|18.87\|18.42\|61356;2026-03-19\|17.94\|-3.55\|18.42\|18.58\|17.78\|64043;2026-03-20\|17.26\|-3.79\|18.10\|18.34\|17.00\|100969;2026-03-23\|16.39\|-5.04\|16.99\|17.09\|16.26\|80272;2026-03-24\|16.67\|1.71\|16.72\|16.81\|16.26\|65201;2026-03-25\|16.65\|-0.12\|16.96\|17.06\|16.26\|102041;2026-03-26\|16.65\|0.00\|16.64\|17.13\|16.48\|80793;2026-03-27\|16.86\|1.26\|16.50\|16.99\|16.41\|56664;2026-03-30\|16.70\|-0.95\|16.74\|17.08\|16.29\|73399;2026-03-31\|16.42\|-1.68\|16.60\|16.83\|16.37\|54089;2026-04-01\|18.06\|9.99\|16.76\|18.06\|16.71\|92009;2026-04-02\|18.14\|0.44\|18.35\|18.38\|17.72\|150144;2026-04-03\|18.53\|2.15\|18.39\|18.90\|17.85\|131750;2026-04-07\|18.65\|0.65\|18.70\|19.10\|17.95\|110499;2026-04-08\|19.61\|5.15\|18.99\|19.70\|18.74\|122805;2026-04-09\|21.57\|9.99\|19.56\|21.57\|19.38\|120597;2026-04-10\|21.15\|-1.95\|21.49\|22.30\|21.15\|194946;2026-04-13\|21.28\|0.61\|21.04\|21.54\|20.70\|91648;2026-04-14\|21.38\|0.47\|21.28\|21.68\|21.04\|74361;2026-04-15\|21.25\|-0.61\|21.38\|21.65\|21.15\|62257;2026-04-16\|22.00\|3.53\|21.57\|22.04\|21.08\|94172;2026-04-17\|22.44\|2.00\|22.00\|23.10\|21.68\|103847;2026-04-20\|21.91\|-2.36\|22.32\|22.59\|21.62\|94229;2026-04-21\|21.50\|-1.87\|21.75\|21.81\|21.27\|58754;2026-04-22\|21.30\|-0.93\|21.39\|21.99\|21.29\|54156;2026-04-23\|20.99\|-1.46\|21.05\|21.32\|20.89\|49974;2026-04-24\|20.86\|-0.62\|20.41\|21.38\|20.30\|55316;2026-04-27\|20.90\|0.19\|21.04\|21.28\|20.58\|49804;2026-04-28\|20.50\|-1.91\|20.82\|21.12\|20.35\|44198;2026-04-29\|20.12\|-1.85\|20.34\|20.67\|20.00\|67678;2026-04-30\|20.09\|-0.15\|20.20\|20.33\|19.90\|44937;2026-05-06\|20.29\|1.00\|20.09\|20.32\|19.91\|58249;2026-05-07\|21.48\|5.87\|20.31\|21.95\|20.17\|104102;2026-05-08\|21.55\|0.33\|21.33\|22.02\|21.33\|68395;2026-05-11\|21.11\|-2.04\|21.88\|21.88\|20.58\|91502;2026-05-12\|20.43\|-3.22\|20.88\|21.56\|20.12\|69748;2026-05-13\|20.78\|1.71\|20.64\|21.07\|20.46\|73094;2026-05-14\|20.72\|-0.29\|20.78\|21.35\|20.48\|61542;2026-05-15\|20.72\|0.00\|20.73\|21.15\|20.16\|97278;2026-05-18\|22.79\|9.99\|20.72\|22.79\|20.30\|122751;2026-05-19\|23.10\|1.36\|22.74\|23.33\|22.40\|145077;2026-05-20\|20.79\|-10.00\|23.19\|23.22\|20.79\|149805;2026-05-21\|18.71\|-10.00\|19.88\|20.38\|18.71\|206053;2026-05-22\|18.22\|-2.62\|18.31\|18.90\|17.30\|133499;2026-05-25\|18.31\|0.49\|18.38\|18.65\|17.33\|115645;2026-05-26\|17.77\|-2.95\|18.22\|18.22\|17.44\|70282;2026-05-27\|17.04\|-4.11\|18.05\|18.05\|16.65\|88786;2026-05-28\|16.58\|-2.70\|17.17\|17.17\|16.36\|66510;2026-05-29\|16.33\|-1.51\|16.90\|16.92\|16.17\|56773;2026-06-01\|17.96\|9.98\|16.69\|17.96\|16.35\|90459;2026-06-02\|16.90\|-5.90\|17.75\|18.30\|16.46\|134821;2026-06-03\|16.59\|-1.83\|17.14\|17.32\|16.47\|74290;2026-06-04\|16.20\|-2.35\|16.75\|16.75\|16.11\|51065;2026-06-05\|15.95\|-1.54\|16.10\|16.58\|15.37\|88748;2026-06-08\|15.56\|-2.45\|15.55\|16.26\|15.37\|66850;2026-06-09\|15.42\|-0.90\|15.87\|15.96\|15.22\|54225;2026-06-10\|14.93\|-3.18\|15.50\|15.50\|14.63\|47798;2026-06-11\|14.72\|-1.41\|14.93\|15.19\|14.65\|42402;2026-06-12\|14.67\|-0.34\|15.00\|15.07\|14.59\|53219;2026-06-15\|14.75\|0.55\|14.67\|14.98\|14.49\|50403;2026-06-16\|15.17\|2.85\|15.13\|15.36\|14.35\|82086;2026-06-17\|14.85\|-2.11\|15.02\|15.26\|14.61\|84910;2026-06-18\|14.18\|-4.51\|14.71\|14.78\|13.86\|89263;2026-06-22\|13.30\|-6.21\|14.04\|14.04\|13.16\|114567;2026-06-23\|13.69\|2.93\|13.10\|14.34\|13.07\|123880;2026-06-24\|13.35\|-2.48\|14.30\|14.51\|13.25\|103332;2026-06-25\|12.81\|-4.04\|13.01\|13.96\|12.80\|90349;2026-06-26\|12.09\|-5.62\|12.86\|13.06\|12.09\|87533;2026-06-29\|11.85\|-1.99\|12.06\|12.31\|11.68\|116872;2026-06-30\|11.75\|-0.84\|11.85\|12.02\|11.65\|109884;2026-07-01\|12.31\|4.77\|11.75\|12.54\|11.58\|111325;2026-07-02\|12.40\|0.73\|12.50\|13.17\|12.20\|109615;2026-07-03\|13.26\|6.94\|12.42\|13.48\|12.41\|130369;2026-07-06\|12.49\|-5.81\|13.15\|13.45\|12.36\|106293;2026-07-07\|11.87\|-4.96\|12.40\|12.80\|11.85\|64420;2026-07-08\|11.39\|-4.04\|11.78\|11.87\|11.30\|67474;2026-07-09\|11.38\|-0.09\|11.20\|11.66\|11.00\|69094;2026-07-10\|11.64\|2.28\|11.38\|12.10\|11.19\|77024;2026-07-13\|11.10\|-4.64\|11.59\|11.63\|11.03\|63502;2026-07-14\|11.11\|0.09\|10.90\|11.20\|10.75\|45443;2026-07-15\|11.39\|2.52\|11.00\|11.59\|10.77\|71505;2026-07-16\|11.30\|-0.79\|11.35\|11.65\|11.11\|63601
111033	Figure：F.03机器人在直播状态下连续工作超过30小时	分红派息+人形机器人+新能源车零部件行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年6月18日公告，公司披露2025年年度权益分派实施公告，拟10派2.6元含税，股权登记日为2026年6月24日。 2、据2025年11月8日投资者关系记录表，公司与埃夫特战略合作并已开发人形机器人样件；据2026年4月30日年报，公司发展战略明确将围绕飞行汽车、人形机器人等领域进行收购与兼并。 3、据2025年11月8日投资者关系记录表，公司车身冲压件和电池箱壳体处于行业第一梯队，压铸业务涉及汽车一体化压铸件；据2025年8月29日半年报，公司新能源零部件业务直接或间接配套理想汽车、小米汽车、华为鸿蒙智行等主流新能源车企；据2026年6月2日机构调研，2025年度新能源汽车零部件业务实现收入19.55亿元，占主营业务收入42.21%。	公司此前与埃夫特在工业/人形机器人制造研发生产、轻量化材料产品开发及汽车零部件行业应用等领域达成全面战略合作	2026-03-09\|49.45\|-0.20\|49.26\|50.19\|46.95\|97263;2026-03-10\|50.70\|2.53\|49.50\|51.08\|49.34\|85954;2026-03-11\|49.75\|-1.87\|50.69\|50.69\|49.22\|61441;2026-03-12\|49.30\|-0.90\|49.70\|50.16\|48.34\|58603;2026-03-13\|48.50\|-1.62\|49.30\|49.30\|47.09\|53409;2026-03-16\|48.09\|-0.85\|47.78\|48.15\|46.67\|49931;2026-03-17\|45.35\|-5.70\|47.72\|47.72\|43.28\|142584;2026-03-18\|46.20\|1.87\|44.90\|46.30\|41.04\|103733;2026-03-19\|45.82\|-0.82\|45.60\|46.97\|45.20\|55625;2026-03-20\|44.78\|-2.27\|45.82\|46.24\|44.56\|50693;2026-03-23\|40.30\|-10.00\|44.30\|44.37\|40.30\|65589;2026-03-24\|36.27\|-10.00\|38.70\|40.19\|36.27\|125107;2026-03-25\|32.64\|-10.01\|32.64\|32.64\|32.64\|56898;2026-03-26\|29.39\|-9.96\|30.50\|30.99\|29.38\|464310;2026-03-27\|30.30\|3.10\|27.81\|30.44\|27.30\|522259;2026-03-30\|33.33\|10.00\|30.29\|33.33\|30.28\|436981;2026-03-31\|34.50\|3.51\|33.85\|35.98\|33.43\|357543;2026-04-01\|36.01\|4.38\|34.50\|37.80\|33.95\|330999;2026-04-02\|35.92\|-0.25\|36.10\|36.58\|35.01\|159061;2026-04-03\|35.41\|-1.42\|36.00\|36.61\|33.56\|241229;2026-04-07\|33.71\|-4.80\|35.41\|35.77\|33.71\|144385;2026-04-08\|34.80\|3.23\|33.37\|35.18\|31.70\|177085;2026-04-09\|34.77\|-0.09\|34.65\|35.17\|33.65\|131665;2026-04-10\|34.38\|-1.12\|35.17\|35.39\|34.28\|117934;2026-04-13\|33.32\|-3.08\|34.07\|34.15\|33.17\|105861;2026-04-14\|33.19\|-0.39\|32.59\|34.23\|32.59\|122921;2026-04-15\|32.61\|-1.75\|33.29\|33.50\|32.50\|107170;2026-04-16\|34.48\|5.73\|33.27\|35.32\|33.27\|179009;2026-04-17\|35.37\|2.58\|34.48\|35.63\|34.12\|128963;2026-04-20\|37.16\|5.06\|35.41\|38.50\|35.41\|181138;2026-04-21\|36.48\|-1.83\|36.95\|37.30\|36.20\|98428;2026-04-22\|36.70\|0.60\|36.27\|36.80\|35.82\|73019;2026-04-23\|36.34\|-0.98\|36.60\|37.60\|36.21\|74143;2026-04-24\|35.42\|-2.53\|36.16\|36.26\|35.01\|69941;2026-04-27\|33.80\|-4.57\|35.02\|35.67\|33.78\|109149;2026-04-28\|32.65\|-3.40\|33.55\|33.55\|32.32\|97158;2026-04-29\|32.56\|-0.28\|32.35\|33.05\|31.56\|150632;2026-04-30\|31.32\|-3.81\|30.91\|32.55\|30.91\|134500;2026-05-06\|32.60\|4.09\|32.00\|33.27\|32.00\|142631;2026-05-07\|33.70\|3.37\|32.61\|34.15\|32.20\|116232;2026-05-08\|34.92\|3.62\|33.58\|35.39\|33.05\|143018;2026-05-11\|34.49\|-1.23\|35.30\|35.72\|34.14\|137519;2026-05-12\|35.70\|3.51\|34.32\|35.97\|33.60\|175106;2026-05-13\|35.78\|0.22\|36.00\|36.72\|35.16\|133679;2026-05-14\|35.45\|-0.92\|35.90\|36.49\|34.75\|125001;2026-05-15\|34.40\|-2.96\|35.40\|35.57\|34.30\|86976;2026-05-18\|37.84\|10.00\|34.35\|37.84\|33.98\|266100;2026-05-19\|37.58\|-0.69\|38.70\|39.10\|36.31\|273813;2026-05-20\|38.29\|1.89\|37.20\|39.00\|36.70\|180887;2026-05-21\|38.66\|0.97\|38.26\|39.80\|37.80\|216954;2026-05-22\|39.10\|1.14\|39.45\|40.18\|38.79\|195770;2026-05-25\|37.59\|-3.86\|39.10\|39.39\|36.51\|181681;2026-05-26\|36.90\|-1.84\|37.58\|37.63\|36.41\|92811;2026-05-27\|36.40\|-1.35\|36.90\|37.86\|35.25\|105970;2026-05-28\|38.94\|6.98\|36.40\|40.04\|36.05\|189538;2026-05-29\|38.99\|0.13\|39.50\|40.17\|38.02\|166287;2026-06-01\|37.60\|-3.56\|38.40\|38.60\|36.67\|126813;2026-06-02\|38.78\|3.14\|37.60\|39.10\|36.75\|107894;2026-06-03\|39.10\|0.83\|38.78\|39.78\|37.91\|126229;2026-06-04\|38.09\|-2.58\|38.88\|39.96\|38.07\|105707;2026-06-05\|38.46\|0.97\|37.80\|38.85\|35.50\|127206;2026-06-08\|37.85\|-1.59\|37.30\|38.29\|37.00\|93085;2026-06-09\|36.55\|-3.43\|38.00\|38.20\|36.50\|86275;2026-06-10\|37.12\|1.56\|35.80\|37.99\|35.42\|89989;2026-06-11\|37.43\|0.84\|37.00\|37.99\|36.50\|84783;2026-06-12\|38.51\|2.89\|37.29\|39.03\|36.51\|118632;2026-06-15\|38.44\|-0.18\|38.89\|39.98\|37.90\|171122;2026-06-16\|37.30\|-2.97\|38.00\|38.58\|37.17\|115322;2026-06-17\|35.82\|-3.97\|37.29\|37.40\|35.80\|99179;2026-06-18\|39.40\|9.99\|36.15\|39.40\|36.15\|291974;2026-06-22\|38.10\|-3.30\|39.65\|39.65\|37.90\|250086;2026-06-23\|39.67\|4.12\|37.96\|41.38\|37.96\|214117;2026-06-24\|39.45\|-0.55\|39.98\|40.39\|38.90\|141686;2026-06-25\|42.01\|7.20\|39.46\|43.08\|39.35\|235469;2026-06-26\|40.96\|-2.50\|41.71\|43.50\|40.93\|141614;2026-06-29\|41.75\|1.93\|41.16\|44.35\|41.12\|172286;2026-06-30\|43.50\|4.19\|41.65\|43.71\|41.06\|149164;2026-07-01\|43.08\|-0.97\|43.49\|44.58\|42.65\|121673;2026-07-02\|42.52\|-1.30\|43.00\|44.66\|41.50\|143235;2026-07-03\|44.04\|3.57\|42.56\|44.79\|42.56\|141962;2026-07-06\|44.23\|0.43\|44.25\|45.88\|42.82\|139198;2026-07-07\|43.98\|-0.57\|44.00\|45.10\|42.85\|167754;2026-07-08\|41.18\|-6.37\|44.00\|44.05\|40.80\|139374;2026-07-09\|42.42\|3.01\|41.18\|42.70\|40.39\|103773;2026-07-10\|41.15\|-2.99\|42.41\|43.37\|41.15\|88803;2026-07-13\|38.25\|-7.05\|41.15\|41.15\|38.16\|120698;2026-07-14\|39.92\|4.37\|38.20\|40.38\|38.18\|104920;2026-07-15\|38.34\|-3.96\|39.89\|39.89\|36.00\|141549;2026-07-16\|37.21\|-2.95\|38.18\|38.95\|36.30\|89862
111032	Figure：F.03机器人在直播状态下连续工作超过30小时	涨停揭秘：春光集团涨停受人形机器人电源系统及AI服务器配套磁性元件需求升温驱动；涨停缘由：软磁铁氧体材料可用于机器人供电电源、电动转换系统及AI服务器电源中的变压器、谐振电感等核心部件；Figure F.03长时稳定运行验证电源系统可靠性要求提升，带动上游高性能软磁需求；公司产品已通过多家头部机器人及服务器厂商认证；资金逻辑：主力资金显著流入，机器人板块整体走强形成板块效应，叠加AI服务器国产替代逻辑强化资金配置意愿；风险提示：软磁材料在机器人端尚未披露批量订单，收入占比仍较低；行业竞争加剧可能压缩毛利率	公司软磁铁氧体材料可用于智能机器人供电电源、电动转换系统，并可用于AI服务器电源中的变压器、谐振电感、共模电感等	2026-05-11\|97.50\|633.08\|85.55\|107.98\|82.60\|389947;2026-05-12\|114.57\|17.51\|101.00\|122.22\|93.60\|352276;2026-05-13\|110.61\|-3.46\|107.00\|117.49\|102.50\|271596;2026-05-14\|106.90\|-3.35\|111.75\|120.20\|106.00\|250516;2026-05-15\|92.50\|-13.47\|99.86\|99.86\|88.91\|223260;2026-05-18\|111.00\|20.00\|86.00\|111.00\|83.50\|254559;2026-05-19\|101.99\|-8.12\|113.56\|121.21\|101.58\|240651;2026-05-20\|103.07\|1.06\|100.46\|105.95\|97.99\|169588;2026-05-21\|89.90\|-12.78\|98.86\|102.90\|89.38\|186839;2026-05-22\|91.02\|1.25\|92.00\|93.80\|88.89\|118064;2026-05-25\|92.82\|1.98\|89.02\|95.28\|87.08\|136489;2026-05-26\|84.94\|-8.49\|90.01\|90.50\|82.70\|116142;2026-05-27\|76.38\|-10.08\|83.50\|84.88\|76.33\|113616;2026-05-28\|80.72\|5.68\|75.03\|82.82\|75.01\|100592;2026-05-29\|74.55\|-7.64\|80.68\|81.29\|73.73\|90509;2026-06-01\|77.31\|3.70\|75.20\|79.97\|75.10\|81498;2026-06-02\|75.30\|-2.60\|76.04\|77.00\|71.71\|75596;2026-06-03\|76.93\|2.16\|75.56\|78.30\|75.55\|70633;2026-06-04\|77.75\|1.07\|76.98\|78.50\|72.50\|85054;2026-06-05\|80.20\|3.15\|77.75\|82.66\|74.75\|117840;2026-06-08\|72.81\|-9.21\|75.58\|80.53\|72.30\|88737;2026-06-09\|70.08\|-3.75\|73.01\|75.66\|69.18\|85187;2026-06-10\|65.60\|-6.39\|69.00\|69.00\|64.68\|83422;2026-06-11\|63.97\|-2.48\|64.50\|65.37\|62.65\|60684;2026-06-12\|64.52\|0.86\|65.00\|68.00\|64.00\|70965;2026-06-15\|68.38\|5.98\|65.01\|68.45\|65.00\|64318;2026-06-16\|71.59\|4.69\|68.38\|73.98\|67.76\|95535;2026-06-17\|69.87\|-2.40\|70.27\|71.99\|68.77\|70241;2026-06-18\|74.98\|7.31\|69.19\|77.20\|68.77\|97527;2026-06-22\|74.60\|-0.51\|74.98\|78.53\|73.21\|84286;2026-06-23\|70.34\|-5.71\|73.55\|74.50\|70.08\|69190;2026-06-24\|71.99\|2.35\|70.03\|72.72\|69.70\|56410;2026-06-25\|74.65\|3.69\|72.90\|75.58\|68.12\|109503;2026-06-26\|67.01\|-10.23\|73.31\|73.31\|66.68\|76571;2026-06-29\|72.00\|7.45\|69.04\|76.78\|68.40\|99356;2026-06-30\|74.99\|4.15\|70.03\|75.68\|69.07\|81582;2026-07-01\|73.88\|-1.48\|75.00\|77.71\|72.86\|78308;2026-07-02\|70.97\|-3.94\|72.56\|74.96\|70.00\|63563;2026-07-03\|67.48\|-4.92\|70.19\|70.88\|67.43\|60744;2026-07-06\|63.12\|-6.46\|67.50\|68.28\|62.69\|49392;2026-07-07\|61.20\|-3.04\|62.67\|64.19\|60.86\|33522;2026-07-08\|58.20\|-4.90\|61.20\|61.48\|57.50\|41919;2026-07-09\|58.52\|0.55\|58.20\|58.87\|56.28\|39193;2026-07-10\|57.21\|-2.24\|58.68\|60.25\|57.20\|42440;2026-07-13\|51.99\|-9.12\|56.00\|56.88\|51.00\|45679;2026-07-14\|53.60\|3.10\|52.97\|53.84\|50.50\|34547;2026-07-15\|50.72\|-5.37\|54.01\|54.30\|50.11\|29646;2026-07-16\|49.46\|-2.48\|50.18\|51.35\|49.10\|29104
111031	Figure：F.03机器人在直播状态下连续工作超过30小时	物理AI+具身智能+机器人训练场行业原因： 1、近日物理AI引发市场关注。中信证券此前研报指出，物理AI是以数据驱动的深度融合物理规律的人工智能技术，有望加速落地具身智能、智能驾驶、工业制造等场景，长期趋势明确。 2、近日，Figure机器人实现近乎48小时的持续高频作业，特斯拉宣布Optimus人形机器人于2026年第二季度启动量产，人形机器人加速落地。公司原因： 1、据2026年4月28日年报，公司中标“广东省具身智能训练场建设项目一期综合调度中心项目”及“深圳国创具身智能机器人公司仿真平台开发服务项目”，实现物理AI一体化工程从0到1突破。 2、据2026年4月28日年报，公司与北京大学深圳研究生院、深圳市人工智能与机器人研究院共建联合实验室，推出具身机器人导览扩展背包、仿真与合成平台、数据采集训练平台三大核心产品线，形成全链条工具链。 3、据2026年5月7日互动易，2026年将聚焦智能制造、能源电力场景，推进物理AI 3D数字孪生产品及解决方案规模化落地，并计划推出多场文化IP运营展项目，拓展To C收入。	公司空间智能技术已切入机器人赛道，自研FTE引擎与AI3D数字孪生引擎可为工业机器人提供高精度环境感知、动态建模及千万次动作迭代的虚拟训练场，显著缩短训练周期	2026-03-09\|32.93\|4.54\|31.01\|32.94\|30.72\|39593;2026-03-10\|33.42\|1.49\|34.00\|34.46\|33.18\|48024;2026-03-11\|32.84\|-1.74\|33.48\|33.90\|32.50\|48814;2026-03-12\|31.98\|-2.62\|32.83\|32.93\|31.87\|26530;2026-03-13\|31.78\|-0.63\|31.75\|32.94\|31.31\|37067;2026-03-16\|31.70\|-0.25\|31.78\|32.10\|31.22\|18784;2026-03-17\|31.50\|-0.63\|31.90\|32.38\|31.26\|27860;2026-03-18\|32.11\|1.94\|31.88\|32.38\|31.56\|20750;2026-03-19\|31.49\|-1.93\|31.91\|32.00\|31.25\|22931;2026-03-20\|30.98\|-1.62\|31.72\|32.38\|30.81\|29183;2026-03-23\|29.08\|-6.13\|30.30\|30.48\|28.66\|46321;2026-03-24\|29.57\|1.69\|29.87\|29.87\|28.66\|21499;2026-03-25\|29.81\|0.81\|29.81\|30.48\|29.70\|24409;2026-03-26\|29.16\|-2.18\|30.07\|30.19\|28.82\|21018;2026-03-27\|29.15\|-0.03\|28.75\|29.40\|28.70\|14752;2026-03-30\|29.20\|0.17\|28.88\|29.28\|28.67\|12470;2026-03-31\|28.41\|-2.71\|29.27\|29.60\|28.35\|14790;2026-04-01\|29.05\|2.25\|29.27\|29.44\|28.78\|13074;2026-04-02\|28.46\|-2.03\|29.03\|29.05\|28.28\|14053;2026-04-03\|28.14\|-1.12\|28.56\|29.02\|28.10\|17317;2026-04-07\|28.47\|1.17\|28.27\|28.53\|28.05\|12379;2026-04-08\|29.96\|5.23\|29.54\|30.02\|29.05\|19080;2026-04-09\|28.70\|-4.21\|29.80\|29.80\|28.62\|18177;2026-04-10\|29.68\|3.41\|28.92\|30.24\|28.92\|22655;2026-04-13\|29.58\|-0.34\|29.70\|30.06\|29.30\|20126;2026-04-14\|31.78\|7.44\|29.98\|31.78\|29.66\|40920;2026-04-15\|31.33\|-1.42\|31.78\|32.18\|31.25\|30719;2026-04-16\|33.43\|6.70\|31.60\|34.10\|31.32\|50268;2026-04-17\|34.00\|1.71\|33.19\|34.38\|33.09\|48674;2026-04-20\|35.10\|3.24\|33.91\|35.27\|33.01\|47288;2026-04-21\|35.77\|1.91\|35.10\|36.33\|34.77\|43514;2026-04-22\|35.39\|-1.06\|35.55\|36.25\|35.30\|28991;2026-04-23\|35.65\|0.73\|35.39\|36.12\|34.72\|31257;2026-04-24\|35.20\|-1.26\|35.78\|36.49\|35.13\|29518;2026-04-27\|35.45\|0.71\|35.43\|36.04\|34.83\|23777;2026-04-28\|35.85\|1.13\|35.07\|35.99\|34.99\|24002;2026-04-29\|35.79\|-0.17\|35.50\|36.10\|34.25\|28134;2026-04-30\|35.65\|-0.39\|35.74\|36.40\|35.54\|17870;2026-05-06\|35.83\|0.50\|35.65\|36.50\|35.60\|26216;2026-05-07\|36.00\|0.47\|35.72\|36.25\|34.19\|43022;2026-05-08\|36.24\|0.67\|35.99\|37.20\|35.65\|27689;2026-05-11\|37.93\|4.66\|36.50\|38.61\|36.31\|45872;2026-05-12\|39.08\|3.03\|37.96\|39.40\|37.21\|57754;2026-05-13\|38.92\|-0.41\|38.90\|39.24\|37.52\|42919;2026-05-14\|37.56\|-3.49\|39.04\|39.83\|37.56\|32440;2026-05-15\|38.35\|2.10\|37.60\|39.76\|37.33\|37794;2026-05-18\|46.02\|20.00\|40.89\|46.02\|40.10\|146720;2026-05-19\|50.94\|10.69\|47.53\|54.00\|45.50\|233219;2026-05-20\|49.46\|-2.91\|48.82\|52.00\|47.36\|176017;2026-05-21\|47.11\|-4.75\|48.88\|50.70\|46.50\|159087;2026-05-22\|47.65\|1.15\|46.90\|49.90\|45.61\|173021;2026-05-25\|51.70\|8.50\|47.02\|51.85\|47.02\|201802;2026-05-26\|50.70\|-1.93\|49.00\|53.70\|47.00\|174627;2026-05-27\|48.60\|-4.14\|50.00\|51.15\|47.70\|120818;2026-05-28\|53.23\|9.53\|48.38\|56.00\|47.96\|169667;2026-05-29\|47.30\|-11.14\|53.23\|53.70\|46.87\|150086;2026-06-01\|47.80\|1.06\|47.23\|50.30\|46.33\|104510;2026-06-02\|44.06\|-7.82\|46.07\|46.98\|43.63\|130199;2026-06-03\|44.40\|0.77\|43.80\|46.19\|42.66\|93362;2026-06-04\|44.36\|-0.09\|43.77\|45.01\|43.28\|62358;2026-06-05\|49.17\|10.84\|48.38\|51.01\|44.36\|191577;2026-06-08\|59.00\|19.99\|49.05\|59.00\|49.05\|289653;2026-06-09\|64.63\|9.54\|61.00\|66.32\|57.26\|377573;2026-06-10\|69.51\|7.55\|63.00\|70.50\|62.10\|324514;2026-06-11\|55.61\|-20.00\|63.50\|64.58\|55.61\|279057;2026-06-12\|59.30\|6.64\|55.00\|65.73\|53.50\|329691;2026-06-15\|58.36\|-1.59\|60.49\|61.44\|57.00\|262632;2026-06-16\|60.69\|3.99\|56.89\|62.88\|56.88\|249830;2026-06-17\|62.11\|2.34\|60.55\|63.00\|59.20\|208988;2026-06-18\|59.24\|-4.62\|62.13\|65.02\|58.58\|226919;2026-06-22\|58.02\|-2.06\|58.00\|63.80\|56.79\|217544;2026-06-23\|55.98\|-3.52\|56.05\|56.85\|53.23\|176059;2026-06-24\|59.22\|5.79\|54.97\|59.99\|53.33\|203642;2026-06-25\|54.20\|-8.48\|57.46\|58.50\|51.48\|220436;2026-06-26\|53.34\|-1.59\|53.61\|55.30\|52.16\|148390;2026-06-29\|50.10\|-6.07\|52.81\|57.33\|49.05\|165565;2026-06-30\|50.16\|0.12\|51.01\|51.49\|47.52\|150030;2026-07-01\|50.18\|0.04\|49.66\|52.75\|49.12\|139282;2026-07-02\|51.00\|1.63\|50.04\|53.25\|49.70\|166607;2026-07-03\|52.08\|2.12\|48.06\|53.99\|46.81\|174088;2026-07-06\|45.44\|-12.75\|51.00\|51.58\|44.85\|155421;2026-07-07\|42.76\|-5.90\|45.01\|46.46\|42.50\|117047;2026-07-08\|41.12\|-3.84\|43.15\|43.18\|40.58\|80518;2026-07-09\|41.00\|-0.29\|41.46\|41.62\|38.99\|75952;2026-07-10\|40.80\|-0.49\|41.03\|42.72\|40.41\|81527;2026-07-13\|36.67\|-10.12\|40.44\|40.44\|36.51\|84174;2026-07-14\|37.51\|2.29\|37.00\|38.20\|35.59\|63999;2026-07-15\|36.84\|-1.79\|38.50\|38.52\|36.51\|57327;2026-07-16\|35.93\|-2.47\|36.85\|37.54\|35.63\|67345
111030	Figure：F.03机器人在直播状态下连续工作超过30小时	液冷服务器+AIoT平台+机器人概念+AI应用行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	1、公司达实久信医用物流机器人目前已在多个试点医院落地运行； 2、公司与华为在智慧空间领域一直保持着深度合作	2026-03-09\|2.88\|-0.35\|2.86\|2.89\|2.82\|539988;2026-03-10\|2.89\|0.35\|2.89\|2.94\|2.85\|513131;2026-03-11\|2.87\|-0.69\|2.89\|2.90\|2.86\|386196;2026-03-12\|2.86\|-0.35\|2.86\|2.90\|2.85\|354039;2026-03-13\|2.82\|-1.40\|2.85\|2.86\|2.81\|481068;2026-03-16\|2.83\|0.35\|2.81\|2.85\|2.80\|340429;2026-03-17\|2.83\|0.00\|2.83\|2.91\|2.82\|723170;2026-03-18\|2.86\|1.06\|2.85\|2.88\|2.82\|487404;2026-03-19\|2.80\|-2.10\|2.84\|2.87\|2.79\|565978;2026-03-20\|2.69\|-3.93\|2.81\|2.82\|2.69\|670302;2026-03-23\|2.53\|-5.95\|2.65\|2.65\|2.51\|665781;2026-03-24\|2.64\|4.35\|2.59\|2.64\|2.53\|552362;2026-03-25\|2.68\|1.52\|2.64\|2.71\|2.63\|406332;2026-03-26\|2.61\|-2.61\|2.67\|2.72\|2.59\|393771;2026-03-27\|2.64\|1.15\|2.57\|2.65\|2.57\|287754;2026-03-30\|2.65\|0.38\|2.60\|2.66\|2.57\|330075;2026-03-31\|2.59\|-2.26\|2.65\|2.70\|2.59\|356755;2026-04-01\|2.61\|0.77\|2.65\|2.65\|2.59\|290996;2026-04-02\|2.55\|-2.30\|2.61\|2.61\|2.53\|356084;2026-04-03\|2.45\|-3.92\|2.56\|2.57\|2.44\|410281;2026-04-07\|2.48\|1.22\|2.44\|2.49\|2.43\|324912;2026-04-08\|2.73\|10.08\|2.54\|2.73\|2.54\|627770;2026-04-09\|2.74\|0.37\|2.79\|2.80\|2.70\|1510476;2026-04-10\|2.69\|-1.82\|2.72\|2.74\|2.67\|785273;2026-04-13\|2.72\|1.12\|2.68\|2.74\|2.67\|593909;2026-04-14\|2.71\|-0.37\|2.73\|2.76\|2.67\|519330;2026-04-15\|2.64\|-2.58\|2.72\|2.72\|2.64\|382769;2026-04-16\|2.90\|9.85\|2.65\|2.90\|2.64\|1248514;2026-04-17\|2.87\|-1.03\|2.87\|2.97\|2.81\|1808638;2026-04-20\|2.90\|1.05\|2.84\|2.98\|2.84\|1229347;2026-04-21\|2.85\|-1.72\|2.90\|2.91\|2.83\|724206;2026-04-22\|2.81\|-1.40\|2.84\|2.85\|2.78\|615193;2026-04-23\|2.80\|-0.36\|2.83\|2.84\|2.76\|515189;2026-04-24\|2.76\|-1.43\|2.78\|2.79\|2.72\|486157;2026-04-27\|2.82\|2.17\|2.74\|2.84\|2.65\|732717;2026-04-28\|2.74\|-2.84\|2.81\|2.81\|2.73\|466502;2026-04-29\|2.79\|1.82\|2.71\|2.83\|2.70\|526380;2026-04-30\|2.90\|3.94\|2.82\|2.94\|2.80\|1155061;2026-05-06\|2.97\|2.41\|2.91\|2.99\|2.91\|1010207;2026-05-07\|3.03\|2.02\|3.00\|3.07\|3.00\|904632;2026-05-08\|3.02\|-0.33\|3.03\|3.05\|3.00\|748744;2026-05-11\|3.03\|0.33\|3.03\|3.08\|3.00\|691143;2026-05-12\|2.95\|-2.64\|3.01\|3.02\|2.93\|639026;2026-05-13\|3.03\|2.71\|2.98\|3.05\|2.95\|693225;2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.90\|-7.94\|3.14\|3.17\|2.87\|1756097;2026-07-14\|2.93\|1.03\|2.89\|2.93\|2.78\|1476188;2026-07-15\|2.94\|0.34\|2.94\|3.03\|2.92\|1348909;2026-07-16\|2.91\|-1.02\|2.91\|2.98\|2.88\|1084836
111029		固态电池+负极材料+绿电降本行业原因： 1、据浙商证券3月23日研报，锂电池行业供需反转，储能+商用车需求超预期，上游材料产能出清、价格回升。 2、兴业证券指出，在当前现货需求旺盛，锂矿复产持续低于预期和津巴锂矿禁止出口扰动背景下，短期内锂价或将持续偏强震荡。公司原因： 1、据2026年3月16日投资者关系活动记录表，公司针对固态/半固态电池开发的沥青基硅碳负极产品已完成中试并送样头部电池客户，部分产品已通过粉体测试，处于电池体系验证阶段。 2、据2025年9月26日互动易，公司已建成5万吨前端产线并拥有1.8万吨石墨化产能，在建8.2万吨石墨化及配套580MW源网荷储绿电项目，投产后绿电覆盖超50%，显著降低生产成本。 3、据2025年4月19日公告，公司主营锂电负极材料，产品覆盖快充、长循环、硅碳等序列，终端应用于储能、动力电池及消费电子，2025年聚焦20万吨一体化项目投产与降本增效。	公司主要从事锂电池负极材料	2026-03-09\|13.52\|1.65\|13.35\|13.66\|13.10\|160247;2026-03-10\|13.62\|0.74\|13.60\|13.89\|13.39\|151047;2026-03-11\|13.60\|-0.15\|13.62\|13.83\|13.51\|138805;2026-03-12\|13.85\|1.84\|13.67\|13.88\|13.40\|183523;2026-03-13\|14.43\|4.19\|13.85\|15.15\|13.83\|392762;2026-03-16\|15.30\|6.03\|15.10\|15.50\|14.70\|405089;2026-03-17\|14.31\|-6.47\|15.28\|15.36\|14.30\|246434;2026-03-18\|13.95\|-2.52\|14.35\|14.50\|13.77\|180519;2026-03-19\|13.41\|-3.87\|13.91\|14.02\|13.34\|119706;2026-03-20\|13.08\|-2.46\|13.39\|13.74\|13.04\|147267;2026-03-23\|12.71\|-2.83\|12.91\|13.54\|12.54\|176738;2026-03-24\|13.21\|3.93\|12.90\|13.21\|12.40\|138784;2026-03-25\|12.89\|-2.42\|13.20\|13.26\|12.79\|169947;2026-03-26\|12.99\|0.78\|12.77\|13.43\|12.70\|183899;2026-03-27\|14.29\|10.01\|12.93\|14.29\|12.85\|298876;2026-03-30\|13.98\|-2.17\|14.54\|14.80\|13.87\|343205;2026-03-31\|13.27\|-5.08\|13.98\|14.02\|13.27\|210091;2026-04-01\|13.01\|-1.96\|13.71\|13.76\|12.74\|277347;2026-04-02\|12.87\|-1.08\|13.00\|13.87\|12.76\|294016;2026-04-03\|11.73\|-8.86\|12.87\|12.87\|11.61\|264988;2026-04-07\|12.90\|9.97\|11.72\|12.90\|11.71\|291028;2026-04-08\|13.01\|0.85\|12.90\|13.08\|12.65\|255239;2026-04-09\|13.09\|0.61\|13.21\|13.32\|12.75\|174114;2026-04-10\|13.45\|2.75\|13.25\|13.62\|13.07\|187930;2026-04-13\|13.96\|3.79\|13.31\|14.10\|13.31\|195515;2026-04-14\|14.39\|3.08\|14.20\|14.39\|13.79\|210505;2026-04-15\|14.79\|2.78\|14.67\|14.97\|14.48\|228302;2026-04-16\|14.81\|0.14\|14.80\|14.99\|14.41\|164216;2026-04-17\|14.99\|1.22\|14.73\|15.31\|14.72\|173117;2026-04-20\|15.27\|1.87\|15.08\|15.35\|14.90\|126771;2026-04-21\|15.07\|-1.31\|15.17\|15.21\|14.69\|136162;2026-04-22\|14.82\|-1.66\|15.08\|15.34\|14.65\|125973;2026-04-23\|14.57\|-1.69\|14.82\|14.85\|14.40\|120634;2026-04-24\|14.67\|0.69\|14.48\|14.89\|14.30\|97915;2026-04-27\|14.95\|1.91\|14.49\|15.18\|14.49\|91339;2026-04-28\|15.06\|0.74\|14.88\|15.41\|14.85\|108185;2026-04-29\|15.66\|3.98\|15.01\|15.81\|14.76\|163583;2026-04-30\|15.50\|-1.02\|15.71\|15.96\|15.33\|122885;2026-05-06\|15.89\|2.52\|15.51\|15.92\|15.30\|144105;2026-05-07\|15.37\|-3.27\|15.78\|15.88\|15.29\|112086;2026-05-08\|15.07\|-1.95\|15.30\|15.79\|15.05\|115291;2026-05-11\|15.05\|-0.13\|15.02\|15.31\|14.83\|101369;2026-05-12\|14.55\|-3.32\|14.98\|15.03\|14.42\|99510;2026-05-13\|14.70\|1.03\|14.56\|14.97\|14.38\|102861;2026-05-14\|14.42\|-1.90\|14.70\|14.94\|14.40\|73253;2026-05-15\|15.49\|7.42\|14.50\|15.86\|14.43\|311998;2026-05-18\|14.73\|-4.91\|15.51\|15.84\|14.73\|289489;2026-05-19\|14.72\|-0.07\|14.86\|15.52\|14.43\|187059;2026-05-20\|16.19\|9.99\|14.68\|16.19\|14.58\|213184;2026-05-21\|15.37\|-5.06\|16.14\|16.34\|15.34\|366670;2026-05-22\|16.12\|4.88\|15.21\|16.80\|15.21\|430965;2026-05-25\|16.36\|1.49\|15.95\|16.50\|15.75\|270384;2026-05-26\|15.85\|-3.12\|16.19\|16.45\|15.54\|208214;2026-05-27\|15.86\|0.06\|15.80\|16.58\|15.68\|243932;2026-05-28\|15.36\|-3.15\|15.70\|16.10\|14.96\|196647;2026-05-29\|15.14\|-1.43\|15.21\|15.59\|14.74\|183455;2026-06-01\|15.26\|0.79\|14.88\|16.19\|14.85\|222293;2026-06-02\|14.78\|-3.15\|15.38\|15.56\|14.60\|152309;2026-06-03\|14.54\|-1.62\|14.69\|14.77\|14.26\|119242;2026-06-04\|13.96\|-3.99\|14.33\|14.61\|13.84\|141925;2026-06-05\|14.01\|0.36\|13.90\|14.18\|13.27\|143639;2026-06-08\|13.13\|-6.28\|13.70\|13.70\|12.70\|137959;2026-06-09\|13.27\|1.07\|13.38\|13.38\|12.86\|68446;2026-06-10\|12.94\|-2.49\|13.09\|13.20\|12.64\|72989;2026-06-11\|12.68\|-2.01\|12.82\|12.92\|12.47\|71488;2026-06-12\|12.98\|2.37\|12.76\|13.26\|12.42\|93053;2026-06-15\|12.98\|0.00\|13.00\|13.48\|12.77\|109186;2026-06-16\|13.15\|1.31\|13.04\|13.35\|12.92\|107797;2026-06-17\|14.47\|10.04\|13.03\|14.47\|12.81\|261285;2026-06-18\|14.17\|-2.07\|14.32\|14.63\|13.43\|261781;2026-06-22\|14.10\|-0.49\|14.10\|14.28\|13.35\|176802;2026-06-23\|13.98\|-0.85\|14.35\|14.74\|13.84\|173544;2026-06-24\|13.41\|-4.08\|14.09\|14.15\|13.20\|131697;2026-06-25\|12.94\|-3.50\|13.28\|13.37\|12.80\|104073;2026-06-26\|12.36\|-4.48\|13.01\|13.19\|12.36\|105220;2026-06-29\|12.35\|-0.08\|12.40\|12.63\|11.70\|100727;2026-06-30\|12.50\|1.21\|12.30\|12.75\|12.15\|76678;2026-07-01\|12.62\|0.96\|12.34\|12.83\|12.01\|92338;2026-07-02\|12.53\|-0.71\|12.50\|13.05\|12.44\|75639;2026-07-03\|12.66\|1.04\|12.60\|12.91\|12.31\|68411;2026-07-06\|12.34\|-2.53\|12.49\|12.80\|12.26\|65906;2026-07-07\|12.78\|3.57\|12.36\|12.80\|12.19\|91358;2026-07-08\|12.28\|-3.91\|12.70\|12.81\|12.19\|92535;2026-07-09\|12.34\|0.49\|12.48\|13.08\|11.90\|112813;2026-07-10\|12.51\|1.38\|12.32\|12.81\|12.31\|85732;2026-07-13\|11.80\|-5.68\|12.38\|12.59\|11.77\|83451;2026-07-14\|12.01\|1.78\|11.78\|12.14\|11.41\|66691;2026-07-15\|11.79\|-1.83\|11.99\|12.21\|11.65\|51957;2026-07-16\|12.22\|3.65\|11.70\|12.40\|11.52\|104620
111028		定增+消费电子+钠离子电池公司原因： 1、据2026年3月14日公告，公司拟向控股股东维科控股定增不超6849万股募资5亿元，全部用于补充流动资金，锁定期36个月。 2、据2025年4月15日年度报告，公司“年产2GWh钠离子电池项目”已结项，并在“2024年中国储能钠电池出货量TOP5”中位列榜首。 3、据2025年4月15日年度报告，公司主营消费类及小动力锂离子电池，为国内前五的3C数码电池供应商，主要客户包括传音、MOTO、TCL、华勤等。	国内排名前五的3C数码电池供应商；公司与上海交大合作进行钠电研发，并在南昌基地实现国内首条GW级钠电产线量产，拥有能量密度160Wh/kg、循环6000次以上的钠电技术并推出多款产品，还申请了钠离子电池相关专利	2026-03-09\|9.16\|-2.45\|9.13\|9.32\|9.01\|397456;2026-03-10\|9.68\|5.68\|9.27\|9.84\|9.06\|489173;2026-03-11\|9.78\|1.03\|9.58\|10.19\|9.54\|604370;2026-03-12\|9.30\|-4.91\|9.86\|9.89\|9.20\|420182;2026-03-13\|9.77\|5.05\|9.24\|10.10\|9.14\|582541;2026-03-16\|10.75\|10.03\|9.70\|10.75\|9.47\|628765;2026-03-17\|10.24\|-4.74\|10.74\|10.89\|10.18\|906915;2026-03-18\|10.01\|-2.25\|10.27\|10.38\|9.74\|650212;2026-03-19\|9.30\|-7.09\|9.85\|10.03\|9.28\|537149;2026-03-20\|9.08\|-2.37\|9.35\|10.23\|9.01\|1070934;2026-03-23\|9.02\|-0.66\|8.63\|9.55\|8.63\|750255;2026-03-24\|9.38\|3.99\|9.19\|9.44\|8.80\|591461;2026-03-25\|10.32\|10.02\|9.44\|10.32\|9.44\|789862;2026-03-26\|10.17\|-1.45\|10.26\|10.60\|10.11\|787095;2026-03-27\|10.42\|2.46\|10.13\|10.66\|9.85\|723316;2026-03-30\|11.33\|8.73\|10.69\|11.46\|10.69\|1360142;2026-03-31\|10.46\|-7.68\|11.50\|11.81\|10.41\|1105376;2026-04-01\|10.40\|-0.57\|10.66\|11.23\|10.06\|925314;2026-04-02\|9.99\|-3.94\|10.35\|10.53\|9.92\|548865;2026-04-03\|9.49\|-5.00\|10.11\|10.34\|9.49\|556383;2026-04-07\|9.58\|0.95\|10.00\|10.29\|9.35\|568547;2026-04-08\|9.97\|4.07\|9.88\|10.00\|9.50\|574497;2026-04-09\|9.85\|-1.20\|9.78\|9.92\|9.05\|752420;2026-04-10\|9.83\|-0.20\|9.75\|10.32\|9.50\|856372;2026-04-13\|10.81\|9.97\|9.94\|10.81\|9.94\|713963;2026-04-14\|11.89\|9.99\|10.81\|11.89\|10.53\|955514;2026-04-15\|12.07\|1.51\|12.40\|13.08\|11.78\|1883907;2026-04-16\|12.64\|4.72\|11.90\|12.70\|11.60\|1613355;2026-04-17\|13.90\|9.97\|12.22\|13.90\|12.05\|1162380;2026-04-20\|13.93\|0.22\|14.31\|15.29\|13.63\|1369898;2026-04-21\|13.01\|-6.60\|13.81\|13.87\|12.65\|1076522;2026-04-22\|12.54\|-3.61\|13.77\|14.00\|12.28\|1422633;2026-04-23\|11.78\|-6.06\|12.11\|12.25\|11.62\|898446;2026-04-24\|12.96\|10.02\|11.79\|12.96\|11.75\|725659;2026-04-27\|14.26\|10.03\|13.43\|14.26\|12.81\|1472958;2026-04-28\|15.69\|10.03\|14.55\|15.69\|14.55\|755336;2026-04-29\|14.50\|-7.58\|15.20\|15.35\|14.12\|1820240;2026-04-30\|14.85\|2.41\|14.14\|15.42\|13.85\|1587232;2026-05-06\|15.09\|1.62\|14.85\|15.46\|14.06\|1497757;2026-05-07\|15.11\|0.13\|15.00\|15.55\|14.25\|1280756;2026-05-08\|15.41\|1.99\|14.98\|16.62\|14.93\|1512754;2026-05-11\|14.65\|-4.93\|15.34\|15.60\|14.55\|1103106;2026-05-12\|14.22\|-2.94\|14.71\|14.73\|13.68\|845647;2026-05-13\|14.68\|3.23\|14.40\|15.33\|14.01\|1004515;2026-05-14\|13.30\|-9.40\|14.40\|14.45\|13.27\|783973;2026-05-15\|13.73\|3.23\|13.41\|14.63\|13.41\|976433;2026-05-18\|13.09\|-4.66\|13.09\|13.56\|12.60\|718465;2026-05-19\|12.59\|-3.82\|12.96\|12.99\|12.23\|584515;2026-05-20\|12.75\|1.27\|12.40\|12.99\|12.01\|514758;2026-05-21\|12.49\|-2.04\|12.75\|13.15\|12.43\|538363;2026-05-22\|13.09\|4.80\|12.42\|13.39\|12.25\|551090;2026-05-25\|12.39\|-5.35\|13.10\|13.30\|12.18\|555739;2026-05-26\|12.40\|0.08\|12.09\|12.50\|11.68\|459075;2026-05-27\|12.09\|-2.50\|12.30\|12.40\|11.88\|302334;2026-05-28\|11.77\|-2.65\|12.20\|12.31\|11.56\|355347;2026-05-29\|11.40\|-3.14\|11.77\|11.80\|11.34\|321649;2026-06-01\|12.54\|10.00\|11.88\|12.54\|11.62\|443821;2026-06-02\|12.23\|-2.47\|12.62\|12.79\|11.90\|626821;2026-06-03\|12.37\|1.14\|11.98\|12.98\|11.98\|578436;2026-06-04\|11.93\|-3.56\|12.06\|12.30\|11.83\|319782;2026-06-05\|11.53\|-3.35\|12.10\|12.22\|11.43\|455363;2026-06-08\|10.94\|-5.12\|11.00\|11.48\|10.74\|317492;2026-06-09\|10.92\|-0.18\|11.09\|11.14\|10.73\|273426;2026-06-10\|10.56\|-3.30\|10.73\|10.86\|10.35\|334691;2026-06-11\|10.33\|-2.18\|10.51\|10.66\|10.23\|277564;2026-06-12\|10.50\|1.65\|10.45\|10.73\|10.13\|309091;2026-06-15\|11.08\|5.52\|10.53\|11.15\|10.53\|334189;2026-06-16\|11.32\|2.17\|11.29\|11.56\|10.81\|364791;2026-06-17\|11.07\|-2.21\|11.26\|11.38\|11.00\|249434;2026-06-18\|10.84\|-2.08\|10.99\|11.06\|10.76\|214846;2026-06-22\|10.81\|-0.28\|10.90\|10.90\|10.37\|290602;2026-06-23\|10.84\|0.28\|10.61\|11.28\|10.61\|307369;2026-06-24\|10.74\|-0.92\|10.79\|10.95\|10.41\|245528;2026-06-25\|11.81\|9.96\|10.74\|11.81\|10.47\|438980;2026-06-26\|10.63\|-9.99\|11.81\|11.82\|10.63\|570898;2026-06-29\|9.69\|-8.84\|10.39\|10.40\|9.60\|630562;2026-06-30\|9.99\|3.10\|9.89\|10.18\|9.63\|400942;2026-07-01\|9.69\|-3.00\|9.87\|10.03\|9.62\|357069;2026-07-02\|9.60\|-0.93\|9.56\|10.36\|9.50\|357085;2026-07-03\|9.34\|-2.71\|9.70\|9.75\|9.33\|262619;2026-07-06\|9.07\|-2.89\|9.32\|9.53\|9.07\|282157;2026-07-07\|8.85\|-2.43\|9.07\|9.33\|8.76\|225135;2026-07-08\|8.41\|-4.97\|8.90\|8.90\|8.39\|252374;2026-07-09\|8.50\|1.07\|8.47\|8.60\|8.10\|239749;2026-07-10\|8.46\|-0.47\|8.51\|8.67\|8.41\|200362;2026-07-13\|7.86\|-7.09\|8.21\|8.46\|7.82\|211153;2026-07-14\|8.08\|2.80\|7.89\|8.08\|7.62\|197991;2026-07-15\|7.91\|-2.10\|7.99\|8.27\|7.86\|185136;2026-07-16\|7.68\|-2.91\|7.87\|7.95\|7.64\|163089
111027		一带一路+工程机械+煤矿智能开采+陕西国资行业原因： 1、据央视财经3月30日报道，沿江高铁总投资超5000亿元，据测算，将带动上下游行业增加值增长近1.5万亿元。 2、据央视网4月2日报道，2026年前两月工程机械出口额106.86亿美元，同比增长33.4%，高端化、电动化机型成出口新亮点。公司原因： 1、据2025年半年报，子公司庞源租赁自成立伊始就一直专注于建筑起重机械租赁、安拆和维护业务，是国内建筑起重机械租赁行业的龙头企业。庞源租赁对外租赁的起重机械主要包括塔式起重机、施工升降机、履带式起重机、架桥机等，是国内规模最大、设备种类最为齐备的建筑起重机械经营租赁企业之一。 2、据2026年1月20日互动易，新设立的陕西陕煤恒达智控科技有限公司将聚焦煤矿智能化开采，提供全面、安全、可靠、高效的煤矿智能化开采控制系统解决方案 3、据2025年半年报，公司加快拓展“一带一路”沿线市场，推动产品批量出海。 4、最终控制人为陕西省国资委，控股股东为陕煤集团，具备国企改革概念。	国资背景塔机租赁龙头，塔机规模全球第一	2026-03-09\|4.67\|-1.48\|4.67\|4.68\|4.51\|380646;2026-03-10\|4.68\|0.21\|4.75\|4.87\|4.62\|372700;2026-03-11\|4.56\|-2.56\|4.72\|4.75\|4.51\|423289;2026-03-12\|4.52\|-0.88\|4.57\|4.68\|4.48\|307066;2026-03-13\|4.42\|-2.21\|4.57\|4.87\|4.40\|734069;2026-03-16\|4.48\|1.36\|4.44\|4.73\|4.34\|560614;2026-03-17\|4.37\|-2.46\|4.52\|4.61\|4.37\|394636;2026-03-18\|4.27\|-2.29\|4.41\|4.41\|4.21\|374264;2026-03-19\|3.93\|-7.96\|4.20\|4.21\|3.92\|543282;2026-03-20\|3.89\|-1.02\|3.98\|4.08\|3.88\|343331;2026-03-23\|3.78\|-2.83\|3.81\|3.89\|3.71\|399886;2026-03-24\|3.92\|3.70\|3.85\|3.93\|3.76\|277559;2026-03-25\|4.02\|2.55\|3.96\|4.03\|3.91\|235102;2026-03-26\|3.94\|-1.99\|4.02\|4.04\|3.92\|234988;2026-03-27\|4.04\|2.54\|3.91\|4.08\|3.88\|212663;2026-03-30\|4.06\|0.49\|4.00\|4.08\|3.89\|261976;2026-03-31\|3.97\|-2.22\|4.05\|4.10\|3.96\|274074;2026-04-01\|3.93\|-1.01\|4.04\|4.05\|3.87\|265883;2026-04-02\|3.79\|-3.56\|3.92\|3.93\|3.77\|189561;2026-04-03\|3.69\|-2.64\|3.80\|3.84\|3.68\|188219;2026-04-07\|3.78\|2.44\|3.70\|3.80\|3.67\|129608;2026-04-08\|4.16\|10.05\|3.91\|4.16\|3.88\|333780;2026-04-09\|4.12\|-0.96\|4.22\|4.31\|4.09\|714774;2026-04-10\|4.12\|0.00\|4.12\|4.19\|4.07\|349704;2026-04-13\|4.25\|3.16\|4.08\|4.28\|4.07\|346205;2026-04-14\|4.31\|1.41\|4.24\|4.39\|4.21\|306293;2026-04-15\|4.21\|-2.32\|4.32\|4.35\|4.18\|210664;2026-04-16\|4.26\|1.19\|4.23\|4.31\|4.20\|208073;2026-04-17\|4.31\|1.17\|4.26\|4.36\|4.20\|234991;2026-04-20\|4.26\|-1.16\|4.31\|4.32\|4.17\|273675;2026-04-21\|4.19\|-1.64\|4.25\|4.26\|4.15\|183853;2026-04-22\|4.17\|-0.48\|4.19\|4.25\|4.12\|202166;2026-04-23\|4.08\|-2.16\|4.15\|4.16\|4.03\|217362;2026-04-24\|3.98\|-2.45\|4.08\|4.42\|3.96\|561955;2026-04-27\|3.91\|-1.76\|3.93\|4.04\|3.89\|379362;2026-04-28\|4.00\|2.30\|3.90\|4.05\|3.87\|302947;2026-04-29\|4.05\|1.25\|3.99\|4.10\|3.99\|204380;2026-04-30\|4.16\|2.72\|4.04\|4.17\|4.01\|227688;2026-05-06\|4.22\|1.44\|4.19\|4.29\|4.15\|300842;2026-05-07\|4.28\|1.42\|4.22\|4.28\|4.16\|309754;2026-05-08\|4.71\|10.05\|4.30\|4.71\|4.22\|683709;2026-05-11\|4.88\|3.61\|4.80\|4.97\|4.71\|952217;2026-05-12\|4.82\|-1.23\|4.83\|4.98\|4.79\|517683;2026-05-13\|4.86\|0.83\|4.80\|4.94\|4.75\|434094;2026-05-14\|4.89\|0.62\|4.86\|4.99\|4.79\|533796;2026-05-15\|5.03\|2.86\|4.90\|5.38\|4.76\|1410890;2026-05-18\|4.90\|-2.58\|4.95\|5.12\|4.86\|732240;2026-05-19\|4.97\|1.43\|4.87\|5.05\|4.86\|392978;2026-05-20\|4.84\|-2.62\|4.97\|4.97\|4.71\|584453;2026-05-21\|4.92\|1.65\|4.83\|5.16\|4.82\|650930;2026-05-22\|4.92\|0.00\|4.85\|5.08\|4.69\|692474;2026-05-25\|5.07\|3.05\|4.92\|5.19\|4.88\|621428;2026-05-26\|4.99\|-1.58\|5.06\|5.08\|4.88\|457252;2026-05-27\|4.79\|-4.01\|5.02\|5.02\|4.71\|437883;2026-05-28\|4.87\|1.67\|4.75\|4.92\|4.71\|356356;2026-05-29\|4.67\|-4.11\|4.86\|4.89\|4.59\|417304;2026-06-01\|4.60\|-1.50\|4.63\|4.74\|4.55\|317308;2026-06-02\|4.45\|-3.26\|4.58\|4.63\|4.37\|326431;2026-06-03\|4.35\|-2.25\|4.45\|4.50\|4.32\|251522;2026-06-04\|4.25\|-2.30\|4.34\|4.37\|4.21\|336077;2026-06-05\|4.38\|3.06\|4.29\|4.62\|4.18\|655747;2026-06-08\|4.31\|-1.60\|4.26\|4.62\|4.25\|608151;2026-06-09\|4.19\|-2.78\|4.31\|4.40\|4.06\|517038;2026-06-10\|4.28\|2.15\|4.18\|4.34\|3.97\|582383;2026-06-11\|4.13\|-3.50\|4.23\|4.44\|4.05\|389312;2026-06-12\|4.21\|1.94\|4.16\|4.34\|4.15\|368705;2026-06-15\|4.09\|-2.85\|4.22\|4.38\|4.05\|421784;2026-06-16\|4.12\|0.73\|4.12\|4.22\|3.98\|390068;2026-06-17\|4.21\|2.18\|4.13\|4.35\|4.10\|508829;2026-06-18\|4.14\|-1.66\|4.23\|4.28\|4.06\|361212;2026-06-22\|3.99\|-3.62\|4.14\|4.14\|3.74\|787588;2026-06-23\|4.14\|3.76\|3.97\|4.21\|3.95\|458331;2026-06-24\|3.98\|-3.86\|4.12\|4.14\|3.88\|369948;2026-06-25\|4.11\|3.27\|3.98\|4.15\|3.88\|454693;2026-06-26\|4.06\|-1.22\|4.05\|4.33\|3.99\|567266;2026-06-29\|3.85\|-5.17\|3.98\|4.06\|3.83\|522223;2026-06-30\|3.74\|-2.86\|3.82\|3.89\|3.71\|351862;2026-07-01\|3.76\|0.53\|3.73\|3.87\|3.69\|348163;2026-07-02\|3.65\|-2.93\|3.74\|3.88\|3.64\|403063;2026-07-03\|3.71\|1.64\|3.66\|3.80\|3.57\|331147;2026-07-06\|3.75\|1.08\|3.70\|3.90\|3.68\|400382;2026-07-07\|3.67\|-2.13\|3.75\|3.81\|3.65\|254843;2026-07-08\|3.60\|-1.91\|3.68\|3.72\|3.58\|199420;2026-07-09\|3.87\|7.50\|3.58\|3.88\|3.56\|571685;2026-07-10\|3.83\|-1.03\|3.87\|4.04\|3.82\|420675;2026-07-13\|3.45\|-9.92\|3.82\|3.83\|3.45\|551171;2026-07-14\|3.37\|-2.32\|3.43\|3.47\|3.24\|401878;2026-07-15\|3.32\|-1.48\|3.31\|3.50\|3.30\|285108;2026-07-16\|3.28\|-1.20\|3.28\|3.35\|3.24\|246102
111026	海外龙头wolfspeed近期涨幅翻倍；SiC在CoWoS先进封装中的应用规模将超过电源市场	电力+算电协同+兵团国资行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年5月1日业绩说明会，目前，公司大数据服务相关的供电客户包括新疆泽峰云谷智算科技有限公司、新疆华科智算科技有限公司等。公司目前已投运电源装机 5,801 兆瓦，其中：火电装机2,890 兆瓦，光伏装机 2,680 兆瓦，水电装机 231 兆瓦，目前在建光伏装机 300 兆瓦，并网发电后预计 2026 年末装机合计 6,101 兆瓦。 2、据2026年5月12日公告，控股股东中新建电力集团计划未来12个月内增持公司股份，金额不低于1.25亿元、不超过2.5亿元。 3、据2026年5月13日互动易，公司控股股东中新建电力集团致力于成为全疆最大的集发电、供电、调度为一体的千亿级资产电力企业。 4、公司属于国有企业，最终控制人为新疆生产建设兵团第八师国有资产监督管理委员会。	公司为天科合达第二大股东，天科合达是全球SiC晶片的主要生产商之一，产业涵盖碳化硅单晶炉制造、碳化硅单晶生长原料制备等	2026-03-09\|9.04\|-1.31\|9.07\|9.20\|8.98\|542520;2026-03-10\|9.21\|1.88\|9.00\|9.47\|8.97\|693966;2026-03-11\|9.65\|4.78\|9.27\|9.75\|9.12\|1244726;2026-03-12\|9.66\|0.10\|9.55\|9.96\|9.50\|1228945;2026-03-13\|9.90\|2.48\|10.00\|10.26\|9.66\|1400032;2026-03-16\|9.24\|-6.67\|9.88\|9.99\|9.18\|1051727;2026-03-17\|8.98\|-2.81\|9.21\|9.46\|8.93\|693815;2026-03-18\|8.96\|-0.22\|8.96\|9.14\|8.82\|476757;2026-03-19\|8.83\|-1.45\|8.90\|9.09\|8.77\|471284;2026-03-20\|8.93\|1.13\|8.84\|9.36\|8.82\|680649;2026-03-23\|8.18\|-8.40\|8.69\|8.72\|8.08\|711412;2026-03-24\|8.49\|3.79\|8.33\|8.52\|8.06\|511782;2026-03-25\|9.09\|7.07\|8.50\|9.30\|8.45\|876971;2026-03-26\|8.98\|-1.21\|9.10\|9.13\|8.84\|613904;2026-03-27\|9.04\|0.67\|8.86\|9.20\|8.75\|454466;2026-03-30\|8.44\|-6.64\|8.88\|8.98\|8.43\|639050;2026-03-31\|8.18\|-3.08\|8.41\|8.57\|8.16\|411334;2026-04-01\|8.36\|2.20\|8.30\|8.41\|8.21\|294529;2026-04-02\|8.15\|-2.51\|8.30\|8.36\|8.10\|299789;2026-04-03\|7.68\|-5.77\|8.09\|8.12\|7.66\|453040;2026-04-07\|7.60\|-1.04\|7.68\|7.76\|7.57\|245702;2026-04-08\|7.90\|3.95\|7.71\|7.91\|7.70\|287810;2026-04-09\|7.72\|-2.28\|7.84\|7.84\|7.68\|243793;2026-04-10\|8.05\|4.27\|7.82\|8.20\|7.76\|445682;2026-04-13\|8.01\|-0.50\|8.04\|8.08\|7.91\|283149;2026-04-14\|8.05\|0.50\|8.02\|8.11\|7.97\|241172;2026-04-15\|7.94\|-1.37\|8.08\|8.14\|7.91\|253115;2026-04-16\|7.95\|0.13\|7.94\|8.00\|7.87\|238285;2026-04-17\|7.90\|-0.63\|7.96\|8.00\|7.83\|245131;2026-04-20\|7.85\|-0.63\|7.90\|7.94\|7.84\|250076;2026-04-21\|8.04\|2.42\|7.88\|8.12\|7.73\|390732;2026-04-22\|8.23\|2.36\|7.93\|8.37\|7.93\|409487;2026-04-23\|8.33\|1.22\|8.20\|8.35\|8.05\|448720;2026-04-24\|8.12\|-2.52\|8.25\|8.28\|8.08\|322049;2026-04-27\|8.05\|-0.86\|8.05\|8.16\|8.01\|232877;2026-04-28\|7.90\|-1.86\|8.03\|8.07\|7.80\|268311;2026-04-29\|8.05\|1.90\|7.88\|8.08\|7.85\|215081;2026-04-30\|8.10\|0.62\|8.06\|8.19\|7.91\|267006;2026-05-06\|8.31\|2.59\|8.11\|8.41\|8.11\|389848;2026-05-07\|8.52\|2.53\|8.35\|8.62\|8.32\|410886;2026-05-08\|8.63\|1.29\|8.52\|8.69\|8.43\|440795;2026-05-11\|9.18\|6.37\|8.60\|9.37\|8.51\|974297;2026-05-12\|9.07\|-1.20\|9.15\|9.22\|8.94\|568679;2026-05-13\|9.39\|3.53\|9.22\|9.49\|9.10\|776289;2026-05-14\|10.33\|10.01\|9.49\|10.33\|9.38\|954045;2026-05-15\|10.03\|-2.90\|10.78\|11.36\|10.02\|2869549;2026-05-18\|9.59\|-4.39\|9.72\|10.22\|9.53\|1737357;2026-05-19\|9.75\|1.67\|9.60\|9.88\|9.19\|1301872;2026-05-20\|9.61\|-1.44\|9.69\|10.24\|9.49\|1027187;2026-05-21\|9.06\|-5.72\|9.50\|9.69\|9.01\|1095470;2026-05-22\|9.64\|6.40\|9.29\|9.75\|9.27\|1031728;2026-05-25\|9.82\|1.87\|9.64\|9.93\|9.56\|839266;2026-05-26\|9.69\|-1.32\|9.75\|9.91\|9.52\|591586;2026-05-27\|9.84\|1.55\|9.65\|10.15\|9.61\|996240;2026-05-28\|9.74\|-1.02\|9.80\|9.94\|9.45\|798517;2026-05-29\|9.74\|0.00\|9.75\|10.05\|9.67\|963226;2026-06-01\|9.80\|0.62\|9.80\|9.94\|9.42\|850131;2026-06-02\|9.38\|-4.29\|9.64\|9.70\|9.21\|851533;2026-06-03\|9.29\|-0.96\|9.36\|9.54\|9.21\|737324;2026-06-04\|9.17\|-1.29\|9.18\|9.42\|9.07\|538049;2026-06-05\|8.67\|-5.45\|9.09\|9.21\|8.62\|742800;2026-06-08\|8.16\|-5.88\|8.39\|8.63\|8.11\|495028;2026-06-09\|8.33\|2.08\|8.23\|8.33\|7.96\|449372;2026-06-10\|8.13\|-2.40\|8.23\|8.36\|8.05\|350350;2026-06-11\|8.03\|-1.23\|8.10\|8.16\|8.00\|298962;2026-06-12\|8.13\|1.25\|8.08\|8.22\|8.05\|393751;2026-06-15\|8.33\|2.46\|8.13\|8.38\|8.10\|385709;2026-06-16\|8.71\|4.56\|8.35\|8.96\|8.27\|594868;2026-06-17\|8.61\|-1.15\|8.71\|8.79\|8.51\|352907;2026-06-18\|8.27\|-3.95\|8.61\|8.77\|8.24\|398103;2026-06-22\|8.75\|5.80\|8.48\|8.79\|8.39\|542519;2026-06-23\|8.67\|-0.91\|8.69\|9.05\|8.54\|570137;2026-06-24\|8.60\|-0.81\|8.67\|8.77\|8.32\|441257;2026-06-25\|8.33\|-2.23\|8.49\|8.59\|8.23\|367080;2026-06-26\|8.28\|-0.60\|8.30\|8.76\|8.27\|496490;2026-06-29\|8.17\|-1.33\|8.25\|8.54\|8.08\|420620;2026-06-30\|8.45\|3.43\|8.08\|8.52\|7.93\|491527;2026-07-01\|9.30\|10.06\|9.30\|9.30\|9.30\|153565;2026-07-02\|8.71\|-6.34\|10.22\|10.22\|8.69\|1341170;2026-07-03\|8.22\|-5.63\|8.82\|8.95\|8.22\|835283;2026-07-06\|8.16\|-0.73\|8.25\|8.46\|8.13\|527432;2026-07-07\|8.01\|-1.84\|8.05\|8.22\|7.84\|523014;2026-07-08\|7.71\|-3.75\|7.95\|7.97\|7.71\|372295;2026-07-09\|7.40\|-4.02\|7.62\|7.74\|7.28\|523904;2026-07-10\|7.42\|0.27\|7.40\|7.63\|7.29\|348531;2026-07-13\|7.03\|-5.26\|7.35\|7.41\|7.01\|377538;2026-07-14\|7.15\|1.71\|7.04\|7.20\|7.01\|241569;2026-07-15\|7.32\|2.38\|7.22\|7.37\|7.13\|260943;2026-07-16\|7.28\|-0.55\|7.33\|7.34\|7.20\|194771
111025	芝商所将推出算力期货市场	涨停揭秘：腾讯云、阿里百炼云等算力产品密集涨价；公司五象云谷智能算力持续布局，曲尺平台升级部署DeepSeek-R1满血版，强化AI训练服务能力；涨停缘由：国产大模型迭代加速催生算力需求；公司与阿里、百度等深度合作构建算力生态；曲尺平台R1版本上线提升商业变现能力；资金逻辑：连续多日涨停且4月30日封单稳固，资金聚焦具备真实AI算力交付能力的稀缺标的；风险提示：算力服务市场竞争激烈，价格战风险上升；曲尺平台商业化进度存在不确定性	投资建设五象云谷AI智算产业园——9.2万m²产业孵化空间，目前已吸引道客、智平方、云知声等30余家AI头部企业入驻	2026-03-09\|53.08\|5.34\|49.00\|53.22\|47.70\|284719;2026-03-10\|52.89\|-0.36\|53.50\|54.10\|51.81\|232830;2026-03-11\|52.05\|-1.59\|51.98\|53.15\|51.80\|143827;2026-03-12\|54.19\|4.11\|53.00\|54.55\|52.50\|267949;2026-03-13\|50.20\|-7.36\|52.51\|53.20\|49.86\|197576;2026-03-16\|50.42\|0.44\|50.00\|51.20\|47.54\|165959;2026-03-17\|48.50\|-3.81\|50.05\|50.98\|48.50\|102159;2026-03-18\|51.36\|5.90\|48.51\|52.00\|48.51\|168770;2026-03-19\|51.86\|0.97\|50.08\|53.85\|50.00\|218790;2026-03-20\|49.63\|-4.30\|51.71\|52.77\|49.50\|184202;2026-03-23\|46.38\|-6.55\|48.50\|49.30\|46.00\|134138;2026-03-24\|48.26\|4.05\|47.50\|49.18\|45.02\|147697;2026-03-25\|50.55\|4.75\|48.83\|51.78\|48.83\|166565;2026-03-26\|47.91\|-5.22\|50.62\|50.90\|47.79\|122633;2026-03-27\|48.25\|0.71\|47.08\|49.27\|46.54\|91768;2026-03-30\|50.66\|4.99\|47.21\|50.96\|45.80\|168407;2026-03-31\|48.47\|-4.32\|50.35\|50.48\|48.47\|88958;2026-04-01\|49.84\|2.83\|49.86\|51.22\|49.53\|124051;2026-04-02\|46.75\|-6.20\|50.11\|50.30\|46.38\|161250;2026-04-03\|47.21\|0.98\|47.64\|48.53\|46.10\|118690;2026-04-07\|47.42\|0.44\|47.20\|49.49\|46.86\|124829;2026-04-08\|52.16\|10.00\|48.72\|52.16\|48.71\|252513;2026-04-09\|53.64\|2.84\|53.93\|55.03\|53.20\|340840;2026-04-10\|51.80\|-3.43\|53.70\|53.90\|51.71\|163885;2026-04-13\|56.98\|10.00\|51.75\|56.98\|51.15\|184678;2026-04-14\|59.82\|4.98\|59.00\|61.87\|58.00\|365219;2026-04-15\|59.35\|-0.79\|59.00\|60.50\|58.70\|199726;2026-04-16\|65.29\|10.01\|59.01\|65.29\|58.99\|283232;2026-04-17\|61.34\|-6.05\|64.50\|64.64\|61.28\|270757;2026-04-20\|59.16\|-3.55\|60.24\|61.50\|58.68\|204731;2026-04-21\|55.67\|-5.90\|59.31\|59.60\|54.55\|229384;2026-04-22\|56.65\|1.76\|55.48\|57.00\|54.45\|208741;2026-04-23\|57.12\|0.83\|56.32\|59.98\|56.00\|201252;2026-04-24\|56.77\|-0.61\|57.14\|57.47\|55.02\|150017;2026-04-27\|55.35\|-2.50\|56.78\|57.83\|55.29\|137815;2026-04-28\|54.98\|-0.67\|55.35\|55.90\|54.13\|107950;2026-04-29\|54.25\|-1.33\|54.40\|56.00\|53.77\|125553;2026-04-30\|59.68\|10.01\|56.18\|59.68\|55.66\|301980;2026-05-06\|64.65\|8.33\|64.30\|65.44\|62.21\|286818;2026-05-07\|71.12\|10.01\|70.00\|71.12\|68.70\|64225;2026-05-08\|78.23\|10.00\|78.23\|78.23\|75.88\|212964;2026-05-11\|77.65\|-0.74\|78.99\|80.27\|74.30\|524258;2026-05-12\|79.80\|2.77\|77.40\|81.50\|75.88\|362258;2026-05-13\|87.78\|10.00\|80.00\|87.78\|78.65\|282181;2026-05-14\|86.90\|-1.00\|96.56\|96.56\|86.08\|556624;2026-05-15\|92.99\|7.01\|88.14\|95.59\|87.00\|575428;2026-05-18\|95.99\|3.23\|98.00\|99.89\|92.23\|482771;2026-05-19\|97.78\|1.86\|92.20\|100.09\|91.33\|410024;2026-05-20\|88.00\|-10.00\|95.78\|98.66\|88.00\|482081;2026-05-21\|80.84\|-8.14\|87.52\|89.21\|80.38\|431855;2026-05-22\|84.33\|4.32\|82.80\|85.20\|80.50\|322165;2026-05-25\|89.20\|5.77\|88.00\|91.69\|81.75\|449723;2026-05-26\|85.09\|-4.61\|89.10\|92.75\|85.00\|371282;2026-05-27\|77.81\|-8.56\|84.54\|84.96\|77.20\|379461;2026-05-28\|76.12\|-2.17\|79.00\|80.50\|74.66\|258720;2026-05-29\|73.20\|-3.84\|78.00\|79.44\|72.00\|252652;2026-06-01\|70.50\|-3.69\|71.81\|74.70\|69.50\|233885;2026-06-02\|69.30\|-1.70\|70.50\|72.22\|68.26\|193100;2026-06-03\|68.38\|-1.33\|68.82\|70.48\|67.00\|248370;2026-06-04\|67.22\|-1.70\|67.50\|68.00\|65.31\|242625;2026-06-05\|66.93\|-0.43\|67.00\|69.00\|64.77\|223419;2026-06-08\|62.33\|-6.87\|64.03\|65.92\|61.38\|204139;2026-06-09\|62.06\|-0.43\|64.00\|64.50\|60.16\|169236;2026-06-10\|60.35\|-2.76\|62.10\|63.30\|59.74\|185204;2026-06-11\|58.27\|-3.45\|59.89\|59.99\|57.75\|166885;2026-06-12\|58.63\|0.62\|59.12\|61.19\|58.13\|179558;2026-06-15\|61.41\|4.74\|60.88\|62.17\|60.28\|169446;2026-06-16\|61.10\|-0.50\|62.63\|62.67\|60.05\|154122;2026-06-17\|61.60\|0.82\|60.62\|62.99\|60.14\|184045;2026-06-18\|62.18\|0.94\|62.57\|64.20\|61.70\|244789;2026-06-22\|63.85\|2.69\|62.22\|64.95\|61.30\|315725;2026-06-23\|61.52\|-3.65\|62.71\|64.97\|61.00\|212095;2026-06-24\|65.10\|5.82\|61.52\|65.73\|59.60\|317820;2026-06-25\|69.40\|6.61\|65.58\|71.00\|63.78\|442335;2026-06-26\|62.90\|-9.37\|67.36\|69.58\|62.46\|311484;2026-06-29\|60.80\|-3.34\|62.23\|65.24\|60.23\|214660;2026-06-30\|66.88\|10.00\|61.45\|66.88\|60.20\|170525;2026-07-01\|73.57\|10.00\|68.74\|73.57\|68.03\|410477;2026-07-02\|69.65\|-5.33\|71.99\|74.23\|69.35\|362437;2026-07-03\|68.99\|-0.95\|69.65\|72.00\|68.78\|226886;2026-07-06\|63.75\|-7.60\|68.99\|69.99\|63.44\|217366;2026-07-07\|59.63\|-6.46\|64.30\|64.37\|58.88\|170822;2026-07-08\|58.14\|-2.50\|59.63\|60.76\|56.49\|165349;2026-07-09\|58.80\|1.14\|59.61\|61.20\|56.67\|173735;2026-07-10\|61.50\|4.59\|58.12\|64.68\|57.66\|243787;2026-07-13\|59.48\|-3.28\|61.33\|64.28\|59.01\|219464;2026-07-14\|56.70\|-4.67\|59.48\|60.72\|53.53\|205615;2026-07-15\|56.84\|0.25\|57.67\|59.50\|56.13\|134080;2026-07-16\|55.73\|-1.95\|55.95\|58.60\|55.32\|132286
111024	芝商所将推出算力期货市场	算力租赁+液冷+拟收购易信科技+湖南国资行业原因：散热成为制约算力释放的核心瓶颈，液冷成为必选项。英伟达即将问世的Rubin芯片，基于Kyber架构的VR300功耗预计达3600W。公司原因： 1、据2026年3月13日重组报告书修订稿，公司拟通过发行股份及支付现金方式向白本通、张利民等25名交易对方购买深圳易信科技股份有限公司97.40%股份，交易完成后将由传统纺织向AIDC新型数字基础设施战略转型，易信科技专注绿色智算中心全生命周期服务，自建深圳百旺信智算中心PUE值1.21，2020年被国家能源局、工信部等六部委认定为“国家绿色数据中心”。 2、据易信科技2025年6月5日官微：易信科技与博健科技研发的 “双冷源阶梯冷却技术” 通过创新架构设计，实现了高密度场景下的能效突破。满足不同气候条件下的智算中心建设和老旧低功率数据中心的高密度改造场景。 3、据2026年4月9日互动易，公司正推进财务数据更新，完成后将尽快向上交所报送更新材料并申请恢复审核，重组进程获新进展。 4、公司控股股东为湖南兴湘投资控股集团，最终控制人为湖南省国资委。	公司拟6.62亿元购买易信科技97.40%股份，标的公司深耕AIDC领域，业务涉及智算中心双冷源阶梯冷却技术；一季报业绩同比减亏	2026-03-09\|8.25\|1.60\|8.01\|8.29\|7.99\|89730;2026-03-10\|8.71\|5.58\|8.26\|8.75\|8.22\|193278;2026-03-11\|8.63\|-0.92\|8.74\|8.75\|8.50\|137785;2026-03-12\|8.51\|-1.39\|8.63\|8.70\|8.44\|94989;2026-03-13\|8.35\|-1.88\|8.60\|8.78\|8.33\|148988;2026-03-16\|8.45\|1.20\|8.33\|8.50\|8.28\|79535;2026-03-17\|8.18\|-3.20\|8.55\|8.58\|8.18\|80542;2026-03-18\|8.47\|3.55\|8.22\|8.55\|8.15\|89523;2026-03-19\|8.69\|2.60\|8.37\|8.78\|8.32\|178434;2026-03-20\|8.33\|-4.14\|8.84\|8.84\|8.33\|141098;2026-03-23\|7.59\|-8.88\|8.12\|8.19\|7.51\|159633;2026-03-24\|7.98\|5.14\|7.75\|8.00\|7.65\|117090;2026-03-25\|8.26\|3.51\|8.02\|8.26\|7.91\|75666;2026-03-26\|8.07\|-2.30\|8.30\|8.38\|7.99\|73410;2026-03-27\|8.10\|0.37\|8.00\|8.16\|7.95\|58018;2026-03-30\|8.04\|-0.74\|8.09\|8.20\|7.94\|54848;2026-03-31\|7.89\|-1.87\|7.99\|8.16\|7.89\|61402;2026-04-01\|7.52\|-4.69\|7.93\|7.98\|7.28\|257115;2026-04-02\|7.27\|-3.32\|7.47\|7.51\|7.22\|101304;2026-04-03\|7.18\|-1.24\|7.26\|7.47\|7.01\|101195;2026-04-07\|7.24\|0.84\|7.14\|7.25\|7.11\|50251;2026-04-08\|7.39\|2.07\|7.38\|7.47\|7.30\|70476;2026-04-09\|7.41\|0.27\|7.39\|7.49\|7.31\|61236;2026-04-10\|8.15\|9.99\|7.48\|8.15\|7.44\|176338;2026-04-13\|7.85\|-3.68\|8.10\|8.10\|7.73\|226512;2026-04-14\|7.80\|-0.64\|7.93\|7.96\|7.68\|134061;2026-04-15\|7.65\|-1.92\|7.87\|7.88\|7.62\|106334;2026-04-16\|8.42\|10.07\|7.65\|8.42\|7.59\|206078;2026-04-17\|9.26\|9.98\|8.98\|9.26\|8.85\|409981;2026-04-20\|10.19\|10.04\|9.28\|10.19\|9.28\|356662;2026-04-21\|9.79\|-3.93\|11.21\|11.21\|9.75\|1210643;2026-04-22\|10.11\|3.27\|9.35\|10.38\|9.35\|1016237;2026-04-23\|9.84\|-2.67\|9.40\|10.62\|9.20\|757495;2026-04-24\|9.12\|-7.32\|9.69\|10.21\|9.00\|611281;2026-04-27\|9.23\|1.21\|8.96\|9.53\|8.60\|487106;2026-04-28\|10.15\|9.97\|9.20\|10.15\|9.20\|464310;2026-04-29\|11.17\|10.05\|10.15\|11.17\|10.14\|325002;2026-04-30\|10.80\|-3.31\|11.82\|12.29\|10.68\|976346;2026-05-06\|11.20\|3.70\|11.02\|11.26\|10.48\|748174;2026-05-07\|11.76\|5.00\|11.09\|12.22\|11.00\|792362;2026-05-08\|11.93\|1.53\|11.75\|12.43\|11.61\|503945;2026-05-11\|12.09\|1.34\|11.93\|13.12\|11.83\|658523;2026-05-12\|11.73\|-2.98\|11.90\|12.32\|11.50\|444740;2026-05-13\|12.90\|9.97\|12.90\|12.90\|12.90\|144984;2026-05-14\|14.19\|10.00\|14.19\|14.19\|14.19\|43512;2026-05-15\|13.10\|-7.68\|14.88\|15.61\|12.77\|1252136;2026-05-18\|13.49\|2.98\|12.60\|13.86\|12.35\|924325;2026-05-19\|13.17\|-2.37\|13.12\|13.60\|12.52\|685226;2026-05-20\|11.85\|-10.02\|12.66\|12.68\|11.85\|208286;2026-05-21\|13.04\|10.04\|10.96\|13.04\|10.96\|976350;2026-05-22\|13.59\|4.22\|13.09\|13.85\|11.74\|1127117;2026-05-25\|12.23\|-10.01\|13.60\|13.85\|12.23\|670509;2026-05-26\|11.01\|-9.98\|11.88\|11.92\|11.01\|509006;2026-05-27\|10.20\|-7.36\|10.38\|10.71\|10.05\|447860;2026-05-28\|10.16\|-0.39\|10.27\|10.98\|10.11\|394695;2026-05-29\|10.25\|0.89\|10.28\|10.80\|10.14\|444409;2026-06-01\|11.28\|10.05\|10.68\|11.28\|10.47\|255352;2026-06-02\|10.38\|-7.98\|11.50\|11.50\|10.36\|469470;2026-06-03\|9.92\|-4.43\|10.34\|10.38\|9.82\|321589;2026-06-04\|9.66\|-2.62\|10.00\|10.34\|9.58\|274456;2026-06-05\|9.56\|-1.04\|9.66\|9.91\|9.37\|226711;2026-06-08\|9.22\|-3.56\|9.07\|9.55\|9.00\|196321;2026-06-09\|9.36\|1.52\|9.52\|9.52\|9.00\|150805;2026-06-10\|9.20\|-1.71\|9.36\|9.45\|9.03\|121718;2026-06-11\|9.08\|-1.30\|9.04\|9.18\|8.91\|123896;2026-06-12\|9.10\|0.22\|9.19\|9.34\|8.95\|147331;2026-06-15\|9.02\|-0.88\|9.11\|9.29\|8.97\|153806;2026-06-16\|9.13\|1.22\|9.10\|9.20\|8.70\|171199;2026-06-17\|9.17\|0.44\|9.02\|9.32\|9.01\|146892;2026-06-18\|9.01\|-1.74\|9.11\|9.13\|8.86\|122670;2026-06-22\|9.04\|0.33\|8.96\|9.09\|8.80\|159530;2026-06-23\|9.12\|0.89\|9.04\|9.51\|9.00\|196957;2026-06-24\|8.84\|-3.07\|9.00\|9.17\|8.71\|158013;2026-06-25\|8.63\|-2.38\|8.80\|8.94\|8.59\|135707;2026-06-26\|8.30\|-3.82\|8.64\|8.65\|8.23\|148764;2026-06-29\|8.05\|-3.01\|8.19\|8.30\|7.95\|143048;2026-06-30\|8.32\|3.35\|8.61\|8.66\|7.96\|198858;2026-07-01\|8.66\|4.09\|8.49\|8.75\|8.25\|201619;2026-07-02\|9.53\|10.05\|8.52\|9.53\|8.50\|157261;2026-07-03\|9.52\|-0.10\|9.63\|9.91\|9.10\|502350;2026-07-06\|9.16\|-3.78\|9.33\|9.46\|9.01\|232573;2026-07-07\|8.62\|-5.90\|9.24\|9.26\|8.57\|197253;2026-07-08\|8.30\|-3.71\|8.51\|8.57\|8.22\|144688;2026-07-09\|8.34\|0.48\|8.29\|8.49\|8.08\|151676;2026-07-10\|8.39\|0.60\|8.33\|8.64\|8.18\|142446;2026-07-13\|7.73\|-7.87\|8.30\|8.45\|7.72\|160766;2026-07-14\|7.72\|-0.13\|7.65\|7.74\|7.42\|122911;2026-07-15\|7.68\|-0.52\|7.63\|7.98\|7.59\|96036;2026-07-16\|7.62\|-0.78\|7.61\|7.82\|7.52\|85269
111023		液冷散热+拟定增扩产+食品饮料包装行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月9日年报及6月2日投资者关系活动记录表，公司2026年初完成对卓晖金属、联益热能各51%股权收购，切入服务器液冷高景气赛道，确立“食品饮料包装+液冷散热”双轮驱动战略。标的公司已进入奇宏电子、宝德科技等液冷头部厂商供应体系，并最终服务于北美头部科技客户。 2、据2026年6月17日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过3亿元，用于金富华南液冷板生产基地项目、卓晖金属液冷组件扩产项目及联益热能液冷组件扩产项目，以突破产能瓶颈。 3、据2026年4月9日年报，公司是国内最大的塑料防盗瓶盖供应商之一，与华润怡宝、景田、海天味业、可口可乐等知名企业保持长期合作，包装主业稳定发展。	1、公司拟收购卓晖金属和联益热能各51%股权，标的公司均聚焦液冷散热产品； 2、公司是国内最大的塑料防盗瓶盖供应商之一，长期稳定供应华润怡宝、可口可乐、达能等头部饮料品牌	2026-03-09\|25.02\|-7.68\|25.20\|26.00\|24.39\|138930;2026-03-10\|26.65\|6.51\|25.29\|27.19\|25.28\|147718;2026-03-11\|27.25\|2.25\|26.41\|27.99\|26.20\|124231;2026-03-12\|26.96\|-1.06\|27.37\|28.00\|26.95\|80612;2026-03-13\|28.04\|4.01\|27.03\|29.30\|26.33\|138498;2026-03-16\|26.55\|-5.31\|27.49\|30.51\|25.88\|211610;2026-03-17\|24.79\|-6.63\|27.00\|27.95\|24.41\|170170;2026-03-18\|27.27\|10.00\|24.60\|27.27\|24.60\|138673;2026-03-19\|26.32\|-3.48\|27.00\|27.60\|25.75\|147687;2026-03-20\|25.22\|-4.18\|26.06\|26.23\|25.18\|82865;2026-03-23\|24.30\|-3.65\|25.05\|26.39\|23.81\|86760;2026-03-24\|25.00\|2.88\|24.50\|25.10\|24.01\|70044;2026-03-25\|25.65\|2.60\|25.01\|26.72\|24.88\|86777;2026-03-26\|28.22\|10.02\|26.00\|28.22\|25.90\|83193;2026-03-27\|27.78\|-1.56\|27.94\|28.13\|26.70\|144679;2026-03-30\|29.61\|6.59\|27.50\|29.69\|27.09\|160411;2026-03-31\|29.10\|-1.72\|29.00\|30.61\|28.12\|174743;2026-04-01\|30.93\|6.29\|29.85\|31.61\|29.20\|173480;2026-04-02\|30.51\|-1.36\|30.70\|31.13\|30.10\|99632;2026-04-03\|29.13\|-4.52\|30.25\|31.61\|29.12\|149106;2026-04-07\|28.53\|-2.06\|29.29\|29.30\|28.19\|104677;2026-04-08\|30.91\|8.34\|29.00\|31.38\|28.53\|174233;2026-04-09\|31.50\|1.91\|33.04\|33.34\|31.11\|163910;2026-04-10\|32.25\|2.38\|31.98\|33.07\|31.00\|110067;2026-04-13\|35.48\|10.02\|32.00\|35.48\|31.36\|137480;2026-04-14\|37.36\|5.30\|35.50\|38.17\|35.00\|183163;2026-04-15\|35.59\|-4.74\|36.79\|36.86\|34.83\|185917;2026-04-16\|35.65\|0.17\|35.97\|36.79\|34.85\|135437;2026-04-17\|39.22\|10.01\|35.51\|39.22\|34.33\|155661;2026-04-20\|43.14\|9.99\|39.30\|43.14\|39.30\|178634;2026-04-21\|47.45\|9.99\|44.00\|47.45\|43.55\|129661;2026-04-22\|52.20\|10.01\|49.60\|52.20\|49.00\|200073;2026-04-23\|54.77\|4.92\|55.00\|57.42\|52.02\|266435;2026-04-24\|57.28\|4.58\|51.27\|58.00\|51.27\|223741;2026-04-27\|55.53\|-3.06\|55.95\|57.00\|54.40\|143490;2026-04-28\|55.21\|-0.58\|56.21\|58.25\|54.69\|128701;2026-04-29\|55.06\|-0.27\|56.31\|56.90\|54.75\|121389;2026-04-30\|53.20\|-3.38\|54.00\|54.95\|52.10\|112294;2026-05-06\|49.82\|-6.35\|53.55\|53.78\|49.65\|162807;2026-05-07\|50.15\|0.66\|49.76\|50.80\|47.99\|144737;2026-05-08\|48.36\|-3.57\|49.65\|50.50\|47.98\|118371;2026-05-11\|47.61\|-1.55\|49.68\|50.00\|47.51\|135892;2026-05-12\|49.46\|3.89\|48.18\|49.88\|46.66\|176720;2026-05-13\|48.87\|-1.19\|49.46\|49.48\|48.05\|165882;2026-05-14\|53.76\|10.01\|53.76\|53.76\|53.76\|39832;2026-05-15\|59.14\|10.01\|59.14\|59.14\|58.58\|82777;2026-05-18\|65.05\|9.99\|59.33\|65.05\|54.24\|207202;2026-05-19\|66.50\|2.23\|69.00\|71.56\|64.15\|281118;2026-05-20\|69.84\|5.02\|66.29\|71.56\|63.18\|226562;2026-05-21\|66.74\|-4.44\|68.97\|71.02\|66.05\|150866;2026-05-22\|66.60\|-0.21\|65.10\|67.70\|61.77\|190726;2026-05-25\|69.00\|3.60\|67.44\|69.35\|65.71\|127379;2026-05-26\|63.75\|-7.61\|69.01\|69.44\|63.01\|114733;2026-05-27\|58.71\|-7.91\|63.60\|64.00\|58.29\|133157;2026-05-28\|64.58\|10.00\|58.66\|64.58\|57.83\|70982;2026-05-29\|67.33\|4.26\|66.67\|70.84\|66.07\|173963;2026-06-01\|60.65\|-9.92\|67.51\|68.34\|60.60\|149371;2026-06-02\|54.59\|-9.99\|61.20\|61.87\|54.59\|177077;2026-06-03\|52.09\|-4.58\|54.59\|54.60\|49.86\|201739;2026-06-04\|50.67\|-2.73\|51.01\|51.23\|49.25\|122731;2026-06-05\|51.09\|0.83\|50.68\|52.86\|50.20\|135608;2026-06-08\|49.71\|-2.70\|49.50\|53.76\|49.01\|130803;2026-06-09\|54.68\|10.00\|52.01\|54.68\|50.00\|131838;2026-06-10\|53.73\|-1.74\|56.02\|56.45\|49.30\|198169;2026-06-11\|57.77\|7.52\|53.93\|59.10\|53.93\|195330;2026-06-12\|58.50\|1.26\|59.70\|61.61\|57.50\|181798;2026-06-15\|61.85\|5.73\|58.00\|62.11\|56.29\|168269;2026-06-16\|62.29\|0.71\|61.22\|63.50\|61.21\|112250;2026-06-17\|61.90\|-0.63\|64.00\|66.40\|59.65\|162517;2026-06-18\|65.92\|6.49\|62.30\|68.09\|61.91\|181808;2026-06-22\|65.69\|-0.35\|64.62\|67.50\|62.43\|134677;2026-06-23\|67.37\|2.56\|72.26\|72.26\|64.51\|221822;2026-06-24\|74.11\|10.00\|66.80\|74.11\|65.96\|205285;2026-06-25\|77.62\|4.74\|76.87\|81.38\|74.33\|188426;2026-06-26\|74.95\|-3.44\|75.85\|77.84\|70.91\|141654;2026-06-29\|73.50\|-1.93\|73.93\|76.50\|71.00\|117422;2026-06-30\|76.23\|3.71\|72.86\|76.98\|69.50\|114174;2026-07-01\|71.28\|-6.49\|76.24\|77.46\|70.20\|111230;2026-07-02\|66.46\|-6.76\|69.85\|70.19\|66.28\|96902;2026-07-03\|66.28\|-0.27\|66.40\|69.00\|65.81\|73968;2026-07-06\|67.80\|2.29\|65.96\|72.20\|65.96\|76413;2026-07-07\|64.52\|-4.84\|69.35\|69.35\|63.40\|81097;2026-07-08\|62.10\|-3.75\|65.65\|65.65\|61.68\|59776;2026-07-09\|68.31\|10.00\|63.35\|68.31\|61.88\|89812;2026-07-10\|64.60\|-5.43\|68.86\|69.29\|64.20\|94909;2026-07-13\|62.50\|-3.25\|64.01\|65.79\|60.68\|79938;2026-07-14\|66.13\|5.81\|62.50\|67.20\|59.34\|96310;2026-07-15\|52.00\|-5.47\|52.74\|55.86\|51.70\|102752;2026-07-16\|46.80\|-10.00\|49.98\|51.50\|46.80\|108870
111022		液冷泵+算力温控+泵业龙头行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月29日机构调研，公司液冷泵产品实现全场景覆盖，其中1kW-10kW储能液冷电子屏蔽泵国内市场份额位居行业前列，已规模化批量发货；10kW以上重点布局数据中心22-37kW大功率电子屏蔽泵，目前处于与客户沟通、联合迭代阶段。 2、据2025年年报，公司液冷温控业务2025年实现营收约1.56亿元，同比增长超过60%，屏蔽液冷泵在算力服务领域实现新场景突破，并配合相关客户开展产品测试、送样及认证工作。 3、据2025年年报，公司是国内同行业公司中产品品类较为齐全、市场布局较为全面的泵业企业，旗下拥有“大元”、“新沪”、“雷客”等品牌，同时在民用水泵、家庭用泵及工商业领域进行三大市场布局。	公司表示已完成在储能及数据机房液冷领域的产品储备，已开始小批量接受客户订单，公司与华为、中兴在IDC温控领域推进屏蔽齿轮泵项目	2026-03-09\|39.96\|-7.24\|41.85\|41.85\|38.77\|97534;2026-03-10\|43.12\|7.91\|40.71\|43.39\|40.71\|111278;2026-03-11\|47.43\|10.00\|43.35\|47.43\|43.31\|144850;2026-03-12\|49.38\|4.11\|48.20\|51.41\|48.19\|373997;2026-03-13\|49.05\|-0.67\|48.00\|51.90\|47.77\|251787;2026-03-16\|48.29\|-1.55\|49.62\|49.70\|46.75\|144546;2026-03-17\|44.28\|-8.30\|49.00\|49.39\|44.08\|157491;2026-03-18\|48.71\|10.00\|45.40\|48.71\|45.07\|101998;2026-03-19\|49.45\|1.52\|48.54\|51.66\|48.02\|259315;2026-03-20\|47.15\|-4.65\|50.04\|50.50\|47.00\|160988;2026-03-23\|43.00\|-8.80\|46.14\|46.68\|42.58\|142950;2026-03-24\|43.53\|1.23\|44.10\|44.73\|42.14\|103458;2026-03-25\|44.12\|1.36\|44.41\|45.99\|43.38\|114157;2026-03-26\|44.60\|1.09\|42.89\|47.50\|40.28\|216024;2026-03-27\|44.34\|-0.58\|43.59\|45.31\|42.19\|125452;2026-03-30\|44.57\|0.52\|43.57\|45.55\|42.80\|90510;2026-03-31\|40.32\|-9.54\|44.29\|44.89\|40.12\|176135;2026-04-01\|41.99\|4.14\|41.54\|42.92\|40.81\|110235;2026-04-02\|41.25\|-1.76\|41.66\|42.47\|40.27\|98686;2026-04-03\|43.19\|4.70\|41.20\|45.38\|41.15\|216494;2026-04-07\|44.76\|3.64\|43.20\|45.85\|42.96\|179522;2026-04-08\|49.24\|10.01\|45.21\|49.24\|45.21\|187519;2026-04-09\|54.16\|9.99\|48.88\|54.16\|48.09\|291444;2026-04-10\|55.11\|1.75\|53.00\|58.69\|52.86\|342658;2026-04-13\|55.89\|1.42\|54.79\|57.60\|54.72\|217783;2026-04-14\|56.07\|0.32\|55.89\|57.51\|55.02\|212011;2026-04-15\|57.88\|3.23\|55.90\|58.29\|54.00\|232329;2026-04-16\|56.28\|-2.76\|57.20\|59.18\|56.07\|174353;2026-04-17\|55.86\|-0.75\|56.27\|57.01\|55.00\|168037;2026-04-20\|58.60\|4.91\|55.89\|61.18\|55.86\|244646;2026-04-21\|54.33\|-7.29\|54.00\|55.56\|52.88\|210370;2026-04-22\|53.67\|-1.21\|54.98\|55.59\|51.44\|172359;2026-04-23\|52.58\|-2.03\|53.78\|55.43\|52.20\|112143;2026-04-24\|50.82\|-3.35\|52.98\|53.50\|49.79\|104507;2026-04-27\|51.05\|0.45\|50.79\|52.49\|50.02\|106852;2026-04-28\|48.78\|-4.45\|50.53\|50.99\|48.40\|79562;2026-04-29\|51.20\|4.96\|46.96\|52.89\|46.87\|129210;2026-04-30\|50.58\|-1.21\|50.89\|51.50\|49.95\|72642;2026-05-06\|51.24\|1.30\|50.90\|51.93\|50.74\|117226;2026-05-07\|54.15\|5.68\|51.55\|54.80\|51.49\|144210;2026-05-08\|54.95\|1.48\|53.01\|56.40\|52.16\|152645;2026-05-11\|60.45\|10.01\|57.12\|60.45\|57.10\|111060;2026-05-12\|60.52\|0.12\|62.00\|63.00\|58.30\|247331;2026-05-13\|61.43\|1.50\|60.27\|61.99\|58.58\|147247;2026-05-14\|58.01\|-5.57\|60.88\|61.00\|58.00\|110469;2026-05-15\|61.80\|6.53\|58.49\|63.81\|58.49\|172281;2026-05-18\|60.80\|-1.62\|60.23\|62.67\|58.20\|146984;2026-05-19\|63.66\|4.70\|61.00\|64.62\|59.78\|192835;2026-05-20\|66.50\|4.46\|62.97\|67.56\|61.26\|181516;2026-05-21\|59.85\|-10.00\|65.20\|66.00\|59.85\|224646;2026-05-22\|65.04\|8.67\|58.65\|65.50\|58.65\|213380;2026-05-25\|61.17\|-5.95\|65.00\|65.32\|60.76\|134018;2026-05-26\|55.47\|-9.32\|61.00\|61.01\|55.05\|163930;2026-05-27\|53.00\|-4.45\|55.66\|56.27\|52.51\|101170;2026-05-28\|58.30\|10.00\|53.79\|58.30\|52.94\|75404;2026-05-29\|54.78\|-6.04\|58.50\|59.18\|54.45\|147090;2026-06-01\|58.55\|6.88\|54.52\|60.26\|52.60\|209987;2026-06-02\|59.75\|2.05\|60.70\|61.86\|56.10\|223396;2026-06-03\|56.43\|-5.56\|58.00\|61.16\|55.88\|177774;2026-06-04\|57.73\|2.30\|55.00\|59.36\|54.61\|132648;2026-06-05\|54.38\|-5.80\|56.22\|57.00\|53.88\|116092;2026-06-08\|51.93\|-4.15\|50.50\|53.96\|50.49\|71522;2026-06-09\|53.50\|3.02\|52.05\|54.17\|51.31\|87877;2026-06-10\|48.15\|-10.00\|52.07\|52.60\|48.15\|123897;2026-06-11\|46.69\|-3.03\|46.84\|48.26\|46.00\|80772;2026-06-12\|46.90\|0.45\|47.56\|48.18\|46.78\|67354;2026-06-15\|50.49\|7.65\|48.30\|51.59\|48.01\|151477;2026-06-16\|54.67\|8.28\|51.10\|54.96\|50.68\|138086;2026-06-17\|53.09\|-2.89\|53.56\|54.86\|52.60\|97502;2026-06-18\|56.06\|5.59\|53.10\|56.85\|53.00\|142060;2026-06-22\|61.67\|10.01\|56.06\|61.67\|52.01\|279576;2026-06-23\|67.84\|10.00\|67.84\|67.84\|67.84\|75088;2026-06-24\|73.70\|8.64\|69.30\|74.50\|66.00\|333470;2026-06-25\|71.92\|-2.42\|72.73\|77.49\|71.27\|262545;2026-06-26\|74.22\|3.20\|71.00\|76.49\|68.98\|209982;2026-06-29\|70.40\|-5.15\|71.45\|75.50\|68.37\|158477;2026-06-30\|75.76\|7.61\|68.85\|76.58\|68.58\|144243;2026-07-01\|72.78\|-3.93\|75.41\|79.07\|72.41\|107454;2026-07-02\|74.07\|1.77\|70.00\|80.06\|70.00\|137722;2026-07-03\|71.99\|-2.81\|75.00\|76.97\|71.95\|139702;2026-07-06\|79.19\|10.00\|70.31\|79.19\|70.31\|157978;2026-07-07\|74.18\|-6.33\|82.00\|84.66\|72.80\|211139;2026-07-08\|70.11\|-5.49\|74.20\|77.62\|70.00\|169044;2026-07-09\|77.12\|10.00\|69.82\|77.12\|68.55\|161096;2026-07-10\|77.53\|0.53\|77.12\|80.14\|76.35\|161480;2026-07-13\|74.45\|-3.97\|75.00\|81.99\|73.74\|155408;2026-07-14\|78.28\|5.14\|71.52\|81.40\|71.52\|197136;2026-07-15\|77.00\|-1.64\|78.00\|81.10\|70.45\|222846;2026-07-16\|79.50\|3.25\|74.67\|83.97\|71.08\|177430
111021	消息称鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标	特种光纤+CPO+商业航天行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2025年年度报告，公司主营光纤环及特种光纤，2025年营收3.98亿元、净利2393万元，同比增20.32%、33.37%，光纤环器件订单放量推动业绩增长。 2、据2025年7月18日公告及2025年10月13日股份登记完成，公司并购生一升100%股权切入CPO产业链，生一升400G/800G高速光模块无源器件已批量销售，1.6T产品客户验证中。 3、据2026年4月10日微信公众号，公司60/100超细径保偏光纤已用于多家单位卫星项目；据2025年12月4日机构调研，第三代光纤陀螺光子芯片完成流片，可广泛用于商业航天及军工。	国内专业从事光纤陀螺核心器件光纤环及其综合解决方案研发、生产、销售和服务提供商	2026-03-09\|55.25\|-7.30\|57.00\|57.00\|53.88\|86671;2026-03-10\|60.57\|9.63\|56.30\|60.90\|56.09\|112049;2026-03-11\|60.38\|-0.31\|61.00\|64.18\|60.03\|110734;2026-03-12\|60.70\|0.53\|60.00\|62.18\|57.90\|86699;2026-03-13\|61.30\|0.99\|60.05\|62.91\|58.69\|93189;2026-03-16\|57.90\|-5.55\|60.10\|61.00\|57.02\|78430;2026-03-17\|53.44\|-7.70\|57.58\|58.45\|53.44\|60586;2026-03-18\|55.18\|3.26\|54.00\|55.41\|52.00\|41905;2026-03-19\|53.22\|-3.55\|54.00\|55.27\|52.78\|36262;2026-03-20\|51.11\|-3.96\|54.40\|55.30\|50.96\|65757;2026-03-23\|46.61\|-8.80\|49.23\|49.89\|46.02\|61035;2026-03-24\|48.46\|3.97\|48.01\|48.47\|46.11\|49868;2026-03-25\|55.50\|14.53\|50.71\|56.66\|50.71\|112330;2026-03-26\|58.64\|5.66\|56.00\|60.48\|55.03\|156989;2026-03-27\|59.12\|0.82\|57.66\|59.45\|55.51\|101384;2026-03-30\|59.18\|0.10\|57.46\|60.86\|57.46\|79674;2026-03-31\|56.00\|-5.37\|59.01\|59.18\|55.51\|93961;2026-04-01\|55.88\|-0.21\|57.40\|58.00\|54.49\|81490;2026-04-02\|61.70\|10.42\|55.51\|63.80\|55.00\|209413;2026-04-03\|62.40\|1.13\|62.06\|64.14\|60.70\|132344;2026-04-07\|61.29\|-1.78\|61.87\|63.98\|60.80\|97147;2026-04-08\|64.05\|4.50\|63.00\|64.33\|62.00\|134673;2026-04-09\|65.82\|2.76\|62.99\|67.13\|61.88\|154565;2026-04-10\|63.84\|-3.01\|65.00\|68.65\|63.48\|168537;2026-04-13\|64.82\|1.54\|64.00\|65.57\|62.88\|115732;2026-04-14\|63.11\|-2.64\|64.81\|65.05\|62.14\|117006;2026-04-15\|61.75\|-2.15\|62.70\|63.80\|61.00\|84813;2026-04-16\|64.26\|4.06\|61.75\|65.80\|60.30\|119353;2026-04-17\|69.56\|8.25\|65.48\|73.50\|65.26\|189940;2026-04-20\|69.20\|-0.52\|69.91\|71.00\|68.66\|104756;2026-04-21\|68.45\|-1.08\|69.57\|69.57\|66.81\|75130;2026-04-22\|78.76\|15.06\|67.77\|79.50\|67.70\|200953;2026-04-23\|72.84\|-7.52\|77.41\|79.48\|72.28\|150385;2026-04-24\|69.57\|-4.49\|72.28\|72.68\|68.18\|104304;2026-04-27\|68.62\|-1.37\|69.57\|71.20\|67.59\|96165;2026-04-28\|65.10\|-5.13\|67.37\|67.85\|64.52\|88270;2026-04-29\|63.93\|-1.80\|64.20\|65.20\|63.01\|72852;2026-04-30\|62.40\|-2.39\|64.52\|65.20\|62.18\|74993;2026-05-06\|67.60\|8.33\|64.61\|69.75\|64.61\|133867;2026-05-07\|70.20\|3.85\|70.39\|71.37\|67.24\|125337;2026-05-08\|70.76\|0.80\|67.28\|71.21\|67.21\|135175;2026-05-11\|71.60\|1.19\|72.03\|72.45\|69.52\|120768;2026-05-12\|77.00\|7.54\|73.00\|77.70\|71.50\|152829;2026-05-13\|76.37\|-0.82\|75.00\|80.86\|74.58\|138335;2026-05-14\|91.60\|19.94\|78.54\|91.64\|78.54\|226892;2026-05-15\|108.20\|18.12\|94.00\|109.92\|94.00\|319657;2026-05-18\|129.84\|20.00\|111.79\|129.84\|111.58\|288462;2026-05-19\|131.60\|1.36\|123.35\|132.80\|120.03\|192050;2026-05-20\|142.39\|8.20\|132.89\|147.78\|132.89\|141386;2026-05-21\|132.00\|-7.30\|140.32\|141.13\|128.50\|120104;2026-05-22\|138.47\|4.90\|132.00\|140.86\|125.52\|80674;2026-05-25\|152.50\|10.13\|143.81\|155.00\|136.50\|104475;2026-05-26\|143.84\|-5.68\|149.00\|150.60\|140.00\|98277;2026-05-27\|149.01\|3.59\|146.50\|153.08\|141.00\|87303;2026-05-28\|171.20\|14.89\|149.60\|178.81\|144.00\|106350;2026-05-29\|169.00\|-1.28\|170.65\|186.16\|159.00\|108378;2026-06-01\|153.33\|-9.27\|170.01\|174.00\|137.78\|128668;2026-06-02\|175.00\|14.13\|151.43\|175.47\|151.00\|98373;2026-06-03\|185.79\|6.17\|184.50\|195.53\|174.00\|136375;2026-06-04\|180.50\|-2.85\|179.60\|186.00\|169.50\|91844;2026-06-05\|176.80\|-2.05\|176.00\|186.96\|171.01\|71169;2026-06-08\|184.79\|4.52\|165.00\|186.88\|163.10\|87560;2026-06-09\|189.90\|2.77\|188.06\|195.00\|179.06\|91087;2026-06-10\|191.24\|0.71\|185.00\|206.66\|184.00\|93941;2026-06-11\|192.66\|0.74\|189.75\|203.30\|177.89\|85006;2026-06-12\|179.00\|-7.09\|194.14\|200.00\|178.00\|74791;2026-06-15\|189.20\|5.70\|182.00\|190.01\|171.00\|78650;2026-06-16\|218.00\|15.22\|187.64\|227.04\|187.32\|101906;2026-06-23\|226.00\|3.67\|228.00\|255.00\|217.80\|115760;2026-06-24\|236.20\|4.51\|217.81\|239.79\|207.04\|90893;2026-06-25\|240.70\|1.91\|236.20\|253.00\|230.00\|70591;2026-06-26\|215.00\|-10.68\|230.27\|234.99\|210.00\|74133;2026-06-29\|180.00\|-16.28\|212.00\|218.30\|172.00\|125799;2026-06-30\|175.88\|-2.29\|173.11\|177.00\|155.99\|114305;2026-07-01\|162.11\|-7.83\|170.23\|170.27\|158.88\|90767;2026-07-02\|158.28\|-2.36\|154.66\|167.77\|145.94\|73829;2026-07-03\|163.32\|3.18\|160.00\|169.84\|156.66\|69363;2026-07-06\|151.30\|-7.36\|165.01\|168.00\|140.05\|77710;2026-07-07\|147.15\|-2.74\|150.01\|156.99\|147.15\|79596;2026-07-08\|151.42\|2.90\|152.00\|162.62\|149.59\|92151;2026-07-09\|157.80\|4.21\|159.00\|163.00\|137.88\|138456;2026-07-10\|156.60\|-0.76\|158.01\|168.90\|153.68\|122015;2026-07-13\|125.28\|-20.00\|152.51\|160.00\|125.28\|158809;2026-07-14\|127.60\|1.85\|122.08\|131.60\|120.01\|128110;2026-07-15\|127.10\|-0.39\|131.44\|135.96\|126.07\|100317;2026-07-16\|116.50\|-8.34\|124.00\|127.20\|113.00\|110085
111020	消息称鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标	Micro TEC+CPO+光模块 1、据2026年6月17日严重异常波动公告，公司关注到近期涉及碲化铋材料及公司产品价格的市场传闻，经自查公司当前所处的市场环境、行业政策及竞争格局均未发生重大变化，近期未新增通信领域重大客户，亦未获取新增大额订单。 2、据2026年5月19日投资者关系活动记录表，公司应用于400G/800G高速率光模块的Micro TEC产品已批量出货，应用于1.6T高速率光模块的Micro TEC已小批出货；公司已与光模块厂商就TEC在CPO技术中的应用展开对接合作。 3、据2026年4月27日年报及2026年6月13日异常波动公告，公司通信领域销售收入2026年第一季度占比提升至21.36%，其中应用于400G、800G高速率光模块的Micro TEC销售收入占比为15.29%；公司主营半导体热电器件及热电系统，为国内半导体热电行业龙头企业。	公司Micro TEC产品通过头部企业验证并批量供货	2026-03-09\|62.15\|-5.48\|61.56\|62.97\|56.86\|84297;2026-03-10\|71.78\|15.49\|64.46\|73.00\|63.30\|98428;2026-03-11\|69.90\|-2.62\|71.90\|73.80\|68.93\|83210;2026-03-12\|65.67\|-6.05\|68.51\|70.90\|64.65\|76370;2026-03-13\|60.90\|-7.26\|64.21\|65.74\|60.82\|65032;2026-03-16\|60.83\|-0.11\|60.60\|61.40\|59.06\|55511;2026-03-17\|56.52\|-7.09\|62.83\|62.93\|56.35\|64764;2026-03-18\|58.80\|4.03\|56.50\|59.07\|56.50\|41419;2026-03-19\|57.45\|-2.30\|57.00\|59.30\|57.00\|40848;2026-03-20\|57.34\|-0.19\|59.04\|61.33\|57.30\|63669;2026-03-23\|51.89\|-9.50\|53.42\|55.54\|51.33\|55575;2026-03-24\|55.83\|7.59\|53.01\|56.88\|52.11\|49300;2026-03-25\|60.00\|7.47\|57.23\|62.22\|56.94\|77759;2026-03-26\|58.27\|-2.88\|59.50\|60.60\|57.67\|39221;2026-03-27\|60.27\|3.43\|56.00\|62.07\|55.80\|54544;2026-03-30\|59.75\|-0.86\|59.43\|59.92\|58.20\|32399;2026-03-31\|56.65\|-5.19\|59.00\|59.29\|56.60\|36174;2026-04-01\|59.30\|4.68\|58.65\|59.82\|57.41\|44590;2026-04-02\|58.29\|-1.70\|58.71\|60.86\|57.77\|34899;2026-04-03\|57.70\|-1.01\|59.30\|60.50\|57.15\|47284;2026-04-07\|56.17\|-2.65\|57.30\|58.38\|55.70\|39718;2026-04-08\|60.92\|8.46\|58.15\|61.00\|58.15\|55990;2026-04-09\|62.45\|2.51\|59.76\|63.50\|59.76\|54443;2026-04-10\|63.74\|2.07\|63.01\|65.20\|61.20\|63700;2026-04-13\|65.49\|2.75\|63.00\|65.49\|62.08\|54539;2026-04-14\|64.97\|-0.79\|65.01\|66.90\|64.32\|55230;2026-04-15\|65.28\|0.48\|65.00\|70.00\|64.50\|79711;2026-04-16\|64.77\|-0.78\|65.33\|65.67\|63.93\|46128;2026-04-17\|70.40\|8.69\|66.29\|72.00\|65.01\|97248;2026-04-20\|68.30\|-2.98\|68.68\|70.00\|67.20\|73591;2026-04-21\|70.95\|3.88\|67.62\|72.21\|67.30\|65891;2026-04-22\|74.85\|5.50\|70.75\|75.40\|70.01\|86127;2026-04-23\|68.80\|-8.08\|75.49\|76.92\|68.05\|84939;2026-04-24\|66.00\|-4.07\|68.70\|73.18\|65.80\|73665;2026-04-27\|70.85\|7.35\|69.50\|74.57\|69.50\|85876;2026-04-28\|68.93\|-2.71\|69.81\|71.49\|68.40\|48712;2026-04-29\|67.55\|-2.00\|68.07\|69.49\|66.70\|37079;2026-04-30\|70.25\|4.00\|67.67\|71.20\|67.12\|52361;2026-05-06\|68.04\|-3.15\|71.45\|71.74\|67.72\|65893;2026-05-07\|75.40\|10.82\|68.30\|77.42\|67.00\|88042;2026-05-08\|75.83\|0.57\|74.00\|77.65\|72.67\|65836;2026-05-11\|84.27\|11.13\|79.00\|87.90\|79.00\|80057;2026-05-12\|82.24\|-2.41\|86.48\|86.48\|79.55\|73994;2026-05-13\|81.60\|-0.78\|81.10\|82.50\|79.84\|70594;2026-05-14\|77.37\|-5.18\|81.60\|82.49\|76.90\|76910;2026-05-15\|87.36\|12.91\|79.79\|92.84\|79.79\|156505;2026-05-18\|86.70\|-0.76\|86.83\|89.50\|84.88\|96564;2026-05-19\|88.60\|2.19\|84.76\|89.76\|83.00\|67988;2026-05-20\|93.40\|5.42\|93.02\|98.08\|90.50\|91466;2026-05-21\|85.38\|-8.59\|98.00\|99.99\|85.30\|96471;2026-05-22\|86.01\|0.74\|86.43\|87.85\|84.51\|61290;2026-05-25\|97.75\|13.65\|87.64\|103.00\|86.80\|108962;2026-05-26\|96.51\|-1.27\|97.51\|100.99\|93.80\|73195;2026-05-27\|97.50\|1.03\|95.63\|104.00\|93.65\|87119;2026-05-28\|101.28\|3.88\|95.22\|102.88\|94.51\|69231;2026-05-29\|95.20\|-6.00\|103.00\|105.49\|91.31\|71240;2026-06-01\|87.80\|-7.77\|94.20\|95.00\|87.11\|64665;2026-06-02\|89.25\|1.65\|87.60\|91.68\|84.00\|53664;2026-06-03\|87.15\|-2.35\|92.35\|93.34\|86.00\|59224;2026-06-04\|92.82\|6.51\|85.02\|94.97\|83.15\|62617;2026-06-05\|88.76\|-4.37\|93.68\|94.66\|87.70\|52057;2026-06-08\|83.18\|-6.29\|84.00\|87.90\|81.23\|51251;2026-06-09\|93.53\|12.44\|85.00\|96.50\|85.00\|86308;2026-06-10\|112.24\|20.00\|91.68\|112.24\|90.03\|111715;2026-06-11\|128.00\|14.04\|124.00\|132.00\|116.01\|140454;2026-06-12\|150.80\|17.81\|138.00\|153.60\|133.54\|182378;2026-06-15\|116.87\|1.01\|114.87\|121.54\|106.87\|176604;2026-06-16\|134.76\|15.31\|115.98\|140.24\|115.90\|221138;2026-06-17\|136.00\|0.92\|124.99\|136.00\|121.00\|174572;2026-06-18\|142.91\|5.08\|134.00\|146.00\|134.00\|109411;2026-06-22\|171.49\|20.00\|158.66\|171.49\|149.00\|119314;2026-06-23\|174.55\|1.78\|184.92\|195.90\|166.00\|151090;2026-06-24\|187.10\|7.19\|171.04\|188.03\|162.00\|112711;2026-06-25\|184.00\|-1.66\|185.00\|202.88\|177.90\|107349;2026-06-26\|172.80\|-6.09\|181.60\|191.00\|171.22\|87342;2026-06-29\|156.00\|-9.72\|166.07\|171.60\|139.66\|139564;2026-06-30\|168.00\|7.69\|154.00\|169.55\|145.52\|111577;2026-07-01\|150.66\|-10.32\|159.08\|162.56\|148.21\|104507;2026-07-02\|141.12\|-6.33\|138.02\|153.10\|138.02\|101193;2026-07-03\|134.50\|-4.69\|142.80\|145.79\|134.50\|97069;2026-07-06\|122.65\|-8.81\|136.25\|137.49\|121.99\|102741;2026-07-07\|117.21\|-4.44\|122.65\|124.90\|113.60\|90397;2026-07-08\|112.70\|-3.85\|118.08\|122.80\|111.00\|72785;2026-07-09\|115.00\|2.04\|114.71\|115.90\|105.00\|98586;2026-07-10\|108.56\|-5.60\|118.10\|123.55\|108.50\|114414;2026-07-13\|98.00\|-9.73\|109.73\|111.30\|97.10\|88754;2026-07-14\|103.26\|5.37\|99.95\|105.70\|96.11\|67853;2026-07-15\|100.00\|-3.16\|106.26\|107.48\|99.00\|55787;2026-07-16\|92.75\|-7.25\|98.05\|101.25\|92.00\|78226
111019	消息称鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-03-09\|22.06\|-5.57\|22.31\|22.58\|21.02\|450774;2026-03-10\|22.46\|1.81\|22.33\|22.88\|22.06\|333213;2026-03-11\|22.90\|1.96\|22.63\|24.05\|22.51\|385845;2026-03-12\|23.05\|0.66\|22.80\|23.20\|22.11\|317973;2026-03-13\|23.01\|-0.17\|22.38\|24.00\|22.19\|321033;2026-03-16\|25.31\|10.00\|23.60\|25.31\|23.60\|461949;2026-03-17\|22.85\|-9.72\|25.97\|26.06\|22.80\|621350;2026-03-18\|24.05\|5.25\|23.35\|24.18\|23.30\|438714;2026-03-19\|24.00\|-0.21\|23.95\|24.80\|23.50\|371866;2026-03-20\|23.08\|-3.83\|24.49\|24.50\|23.00\|366930;2026-03-23\|23.78\|3.03\|22.44\|25.00\|22.07\|568195;2026-03-24\|25.65\|7.86\|25.46\|26.16\|24.64\|776599;2026-03-25\|25.38\|-1.05\|26.00\|26.50\|24.90\|626641;2026-03-26\|23.81\|-6.19\|24.76\|25.27\|23.76\|398603;2026-03-27\|26.19\|10.00\|23.27\|26.19\|23.27\|417172;2026-03-30\|26.85\|2.52\|26.03\|26.96\|25.61\|597899;2026-03-31\|25.92\|-3.46\|26.34\|26.83\|25.61\|411319;2026-04-01\|26.30\|1.47\|26.85\|27.36\|25.15\|564761;2026-04-02\|24.81\|-5.67\|26.30\|26.78\|24.71\|460479;2026-04-03\|25.23\|1.69\|25.43\|26.30\|24.42\|451317;2026-04-07\|24.24\|-3.92\|25.35\|25.65\|23.78\|405185;2026-04-08\|26.19\|8.04\|24.99\|26.66\|24.86\|634382;2026-04-09\|25.39\|-3.05\|25.93\|26.20\|25.35\|373501;2026-04-10\|25.58\|0.75\|25.70\|26.66\|25.29\|366360;2026-04-13\|28.14\|10.01\|25.40\|28.14\|25.40\|423352;2026-04-14\|27.91\|-0.82\|28.58\|28.78\|27.62\|550036;2026-04-15\|27.15\|-2.72\|27.91\|28.21\|27.01\|366730;2026-04-16\|27.43\|1.03\|27.16\|28.19\|26.80\|407082;2026-04-17\|30.17\|9.99\|28.11\|30.17\|27.50\|628356;2026-04-20\|31.52\|4.47\|30.92\|32.58\|30.57\|664169;2026-04-21\|34.67\|9.99\|31.44\|34.67\|30.95\|477065;2026-04-22\|35.52\|2.45\|35.00\|36.30\|32.80\|777700;2026-04-23\|37.00\|4.17\|36.00\|37.55\|35.40\|812623;2026-04-24\|39.81\|7.59\|37.30\|40.70\|37.25\|927225;2026-04-27\|38.93\|-2.21\|40.91\|43.00\|38.30\|868378;2026-04-28\|36.20\|-7.01\|39.00\|39.20\|35.68\|671055;2026-04-29\|39.82\|10.00\|35.88\|39.82\|35.01\|681475;2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805
111018	消息称鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标	铜铁共烧电感+800G光模块+CPO 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月3日互动易，公司新品铜铁共烧电感正成为GPU、自动驾驶等高端领域的首选方案；据2026年6月1日投资者关系活动记录表，公司重点供应TLVR电感、一体成型电感等产品，可为xPU芯片等提供整套电源方案，已服务多家全球头部企业。 2、据2026年6月23日互动易，公司800G LPO光模块的ODM定制开发已实现小批量出货，客户验证与批量导入有序开展；公司面向CPO/NPO应用场景的ELSFP光源已完成前期方案设计，正处于样品投料加工阶段。 3、据2026年6月1日机构调研，公司2026年一季度营收约4.85亿元，同比上升34.94%，归母净利润亏损同比收窄51.33%，经营基本面改善。	1、通信磁性元器件研发生产企业；公司光模块以PON光模块和数据中心光模块为主，主要应用于数通市场和电信市场两大领域；一季度业绩同比减亏； 2、公司研发出图腾柱无桥电路PFC电感-4KW，并与半导体供应商Innoscience（英诺赛科公司）芯片系列搭配使用开发	2026-03-09\|20.24\|-3.20\|20.40\|20.57\|19.42\|119699;2026-03-10\|21.54\|6.42\|20.59\|21.81\|20.59\|153132;2026-03-11\|22.01\|2.18\|21.56\|22.49\|21.56\|184348;2026-03-12\|22.02\|0.05\|21.92\|22.66\|21.80\|137407;2026-03-13\|22.08\|0.27\|21.83\|22.76\|21.49\|157090;2026-03-16\|22.41\|1.49\|21.95\|22.48\|21.86\|114974;2026-03-17\|20.98\|-6.38\|22.41\|22.48\|20.92\|122470;2026-03-18\|21.78\|3.81\|21.31\|21.81\|20.82\|110390;2026-03-19\|23.96\|10.01\|21.70\|23.96\|21.30\|396678;2026-03-20\|24.55\|2.46\|26.36\|26.36\|24.40\|864324;2026-03-23\|22.79\|-7.17\|23.00\|24.11\|22.59\|647182;2026-03-24\|23.59\|3.51\|23.00\|23.67\|22.44\|543620;2026-03-25\|25.95\|10.00\|25.95\|25.95\|25.95\|71741;2026-03-26\|28.55\|10.02\|28.00\|28.55\|27.51\|278134;2026-03-27\|27.94\|-2.14\|28.40\|29.63\|26.58\|863743;2026-03-30\|28.78\|3.01\|27.01\|29.30\|27.01\|612863;2026-03-31\|26.16\|-9.10\|26.61\|27.97\|25.90\|581274;2026-04-01\|28.78\|10.02\|28.75\|28.78\|28.75\|160144;2026-04-02\|27.64\|-3.96\|28.80\|29.87\|27.10\|586743;2026-04-03\|27.00\|-2.32\|27.75\|28.77\|26.89\|582415;2026-04-07\|26.70\|-1.11\|26.73\|27.98\|26.22\|522562;2026-04-08\|29.37\|10.00\|29.37\|29.37\|28.18\|443898;2026-04-09\|28.83\|-1.84\|29.91\|30.79\|28.13\|731807;2026-04-10\|28.07\|-2.64\|28.33\|29.15\|27.80\|458112;2026-04-13\|30.88\|10.01\|27.50\|30.88\|27.35\|598348;2026-04-14\|30.29\|-1.91\|30.62\|31.95\|29.98\|668234;2026-04-15\|29.80\|-1.62\|30.06\|31.50\|29.65\|461073;2026-04-16\|30.62\|2.75\|29.82\|30.70\|28.94\|541303;2026-04-17\|30.38\|-0.78\|30.07\|31.71\|29.81\|531781;2026-04-20\|30.20\|-0.59\|29.50\|30.80\|29.40\|406611;2026-04-21\|29.30\|-2.98\|29.50\|29.51\|27.97\|392423;2026-04-22\|29.50\|0.68\|28.86\|30.08\|28.30\|372174;2026-04-23\|27.02\|-8.41\|29.20\|29.52\|26.62\|450161;2026-04-24\|26.01\|-3.74\|26.52\|27.01\|25.77\|297453;2026-04-27\|28.61\|10.00\|28.50\|28.61\|28.50\|153318;2026-04-28\|31.47\|10.00\|29.65\|31.47\|29.18\|323800;2026-04-29\|30.99\|-1.53\|31.50\|32.34\|30.82\|651604;2026-04-30\|30.39\|-1.94\|31.30\|31.75\|30.18\|342415;2026-05-06\|31.79\|4.61\|30.87\|32.20\|30.60\|392558;2026-05-07\|32.89\|3.46\|31.81\|33.20\|31.56\|404188;2026-05-08\|36.18\|10.00\|32.78\|36.18\|32.48\|211554;2026-05-11\|38.00\|5.03\|38.10\|39.79\|35.21\|750269;2026-05-12\|37.18\|-2.16\|38.23\|39.50\|36.74\|606809;2026-05-13\|39.95\|7.45\|36.88\|40.90\|36.48\|614547;2026-05-14\|39.12\|-2.08\|39.99\|40.80\|38.87\|435304;2026-05-15\|39.60\|1.23\|38.66\|43.03\|38.66\|554073;2026-05-18\|38.77\|-2.10\|38.68\|39.48\|37.81\|414599;2026-05-19\|38.31\|-1.19\|38.17\|38.94\|36.60\|359845;2026-05-20\|38.31\|0.00\|37.90\|39.10\|37.80\|308595;2026-05-21\|35.77\|-6.63\|38.49\|38.50\|35.00\|338502;2026-05-22\|35.95\|0.50\|36.30\|36.88\|35.85\|236721;2026-05-25\|36.64\|1.92\|36.20\|36.86\|35.13\|294992;2026-05-26\|34.73\|-5.21\|36.06\|36.58\|34.26\|260947;2026-05-27\|33.71\|-2.94\|35.03\|35.31\|33.03\|218293;2026-05-28\|34.95\|3.68\|33.56\|35.06\|33.47\|218049;2026-05-29\|33.31\|-4.69\|34.96\|35.36\|32.79\|201092;2026-06-01\|31.62\|-5.07\|32.73\|33.29\|31.23\|229004;2026-06-02\|32.05\|1.36\|31.72\|32.60\|30.48\|190987;2026-06-03\|32.99\|2.93\|32.64\|33.99\|32.32\|244714;2026-06-04\|32.82\|-0.52\|32.43\|33.30\|31.89\|170615;2026-06-05\|34.08\|3.84\|32.55\|36.00\|32.22\|355404;2026-06-08\|32.21\|-5.49\|31.28\|34.25\|31.28\|263394;2026-06-09\|33.29\|3.35\|32.89\|33.64\|32.35\|208503;2026-06-10\|31.82\|-4.42\|32.69\|32.71\|31.29\|176891;2026-06-11\|31.65\|-0.53\|31.51\|33.03\|30.94\|168560;2026-06-12\|32.86\|3.82\|32.53\|34.20\|31.40\|294714;2026-06-15\|34.27\|4.29\|33.39\|34.71\|32.91\|321249;2026-06-16\|36.38\|6.16\|34.34\|36.65\|33.90\|452295;2026-06-17\|35.15\|-3.38\|35.00\|35.77\|34.23\|391243;2026-06-18\|36.77\|4.61\|34.80\|37.15\|34.21\|404836;2026-06-22\|36.14\|-1.71\|36.95\|38.08\|35.62\|399904;2026-06-23\|32.53\|-9.99\|35.52\|35.55\|32.53\|295282;2026-06-24\|31.01\|-4.67\|31.50\|31.84\|30.28\|304829;2026-06-25\|30.31\|-2.26\|31.12\|31.38\|29.50\|295572;2026-06-26\|29.95\|-1.19\|30.01\|30.88\|28.32\|287986;2026-06-29\|26.96\|-9.98\|29.73\|29.90\|26.96\|231441;2026-06-30\|29.66\|10.01\|26.51\|29.66\|26.12\|271931;2026-07-01\|29.59\|-0.24\|30.49\|31.55\|29.42\|341426;2026-07-02\|27.75\|-6.22\|29.12\|29.93\|27.66\|210919;2026-07-03\|27.68\|-0.25\|28.24\|28.72\|27.62\|157641;2026-07-06\|26.80\|-3.18\|27.85\|28.28\|26.32\|138591;2026-07-07\|25.49\|-4.89\|26.56\|26.80\|25.16\|133438;2026-07-08\|24.98\|-2.00\|25.49\|25.75\|24.16\|140657;2026-07-09\|26.31\|5.32\|25.10\|26.66\|23.73\|221222;2026-07-10\|27.42\|4.22\|26.95\|28.94\|26.67\|338131;2026-07-13\|25.37\|-7.48\|26.63\|27.76\|25.30\|223486;2026-07-14\|26.00\|2.48\|25.71\|26.30\|24.67\|157019;2026-07-15\|25.40\|-2.31\|26.42\|26.48\|25.18\|139636;2026-07-16\|24.46\|-3.70\|24.85\|25.85\|24.31\|119648
111017	消息称鸿海已向英伟达“提前供货”全光CPO机柜，并大幅上修出货目标	涨停揭秘：光通信CPO概念强化叠加氟化工涨价催化；涨停缘由：鸿海向英伟达提前供货全光CPO机柜；公司5万吨三氯氢硅项目可产光纤级高纯SiCl₄，直供长飞、亨通；同时作为净水剂及氟化工链企业受益于韩国AHF采购价大涨40%；资金逻辑：主力大单净流入5220万元，净量1.30%，两市排名前2%，融资余额超1亿元且连续两日净买入，资金抢筹明确；风险提示：公司2023-2025年连续三年净利润为负，基本面尚未实质性反转，当前上涨主要由题材与资金驱动	公司5万吨/年三氯氢硅项目，规划光纤级产品（纯度 9N-11N），副产约 6150 吨 / 年高纯 SiCl₄，可提纯至光纤级，用于预制棒包层，对接长飞、亨通等光纤产业链	2026-03-09\|27.94\|-1.93\|28.90\|29.00\|27.70\|50805;2026-03-10\|27.84\|-0.36\|27.71\|28.03\|27.40\|36859;2026-03-11\|28.47\|2.26\|27.92\|28.52\|27.79\|60218;2026-03-12\|28.00\|-1.65\|28.31\|28.47\|27.80\|49435;2026-03-13\|28.20\|0.71\|27.94\|29.37\|27.87\|69402;2026-03-16\|27.62\|-2.06\|27.98\|28.94\|27.31\|57846;2026-03-17\|26.69\|-3.37\|27.70\|28.37\|26.50\|45447;2026-03-18\|26.25\|-1.65\|26.70\|26.93\|25.73\|36622;2026-03-19\|24.80\|-5.52\|26.20\|26.45\|24.61\|52177;2026-03-20\|23.96\|-3.39\|24.91\|25.09\|23.92\|41830;2026-03-23\|22.45\|-6.30\|23.62\|23.86\|22.35\|38121;2026-03-24\|23.43\|4.37\|23.27\|23.47\|22.21\|32709;2026-03-25\|23.64\|0.90\|23.43\|23.88\|23.34\|26819;2026-03-26\|23.19\|-1.90\|23.58\|23.96\|22.98\|24833;2026-03-27\|23.97\|3.36\|23.19\|24.24\|22.96\|28699;2026-03-30\|24.43\|1.92\|23.87\|25.08\|23.70\|32329;2026-03-31\|23.50\|-3.81\|24.41\|25.04\|23.50\|29961;2026-04-01\|24.13\|2.68\|23.94\|24.31\|23.75\|26154;2026-04-02\|23.42\|-2.94\|24.12\|24.12\|23.17\|21165;2026-04-03\|22.55\|-3.71\|23.60\|23.64\|22.43\|24203;2026-04-07\|24.02\|6.52\|22.72\|24.21\|22.55\|38232;2026-04-08\|24.74\|3.00\|23.97\|24.74\|23.75\|34092;2026-04-09\|24.47\|-1.09\|24.64\|24.70\|24.27\|18015;2026-04-10\|24.46\|-0.04\|24.50\|24.93\|24.46\|16303;2026-04-13\|24.46\|0.00\|24.54\|24.56\|24.00\|18858;2026-04-14\|24.11\|-1.43\|24.47\|24.58\|23.65\|27968;2026-04-15\|23.81\|-1.24\|24.22\|24.26\|23.70\|18545;2026-04-16\|24.40\|2.48\|23.82\|24.56\|23.70\|18408;2026-04-17\|24.39\|-0.04\|24.40\|24.80\|24.06\|15851;2026-04-20\|24.61\|0.90\|24.35\|24.85\|24.19\|16353;2026-04-21\|25.07\|1.87\|24.45\|25.18\|24.39\|22077;2026-04-22\|25.45\|1.52\|24.88\|25.68\|24.71\|22849;2026-04-23\|25.19\|-1.02\|25.53\|25.90\|24.92\|22332;2026-04-24\|25.29\|0.40\|25.13\|25.52\|24.72\|16190;2026-04-27\|25.91\|2.45\|25.55\|25.92\|24.62\|23953;2026-04-28\|26.76\|3.28\|26.20\|27.55\|26.20\|83384;2026-04-29\|27.80\|3.89\|26.34\|28.49\|26.10\|84673;2026-04-30\|28.52\|2.59\|27.65\|29.45\|27.55\|104677;2026-05-06\|29.43\|3.19\|28.71\|29.58\|28.20\|88566;2026-05-07\|28.91\|-1.77\|29.29\|30.00\|26.23\|89468;2026-05-08\|29.98\|3.70\|28.70\|30.52\|28.58\|70922;2026-05-11\|31.05\|3.57\|30.30\|31.46\|30.15\|62046;2026-05-12\|30.20\|-2.74\|30.96\|31.48\|29.86\|60233;2026-05-13\|31.70\|4.97\|30.11\|33.20\|29.64\|84889;2026-05-14\|32.47\|2.43\|31.50\|32.97\|31.10\|65692;2026-05-15\|36.88\|13.58\|33.11\|38.96\|33.11\|201835;2026-05-18\|34.85\|-5.50\|35.70\|36.75\|34.22\|163959;2026-05-19\|33.41\|-4.13\|34.86\|35.20\|32.80\|120499;2026-05-20\|33.80\|1.17\|32.95\|34.71\|32.70\|89504;2026-05-21\|32.80\|-2.96\|33.86\|35.91\|32.70\|100198;2026-05-22\|33.87\|3.26\|33.23\|34.29\|32.88\|74755;2026-05-25\|31.79\|-6.14\|33.80\|34.18\|31.55\|83560;2026-05-26\|30.80\|-3.11\|31.43\|31.78\|30.49\|66857;2026-05-27\|29.99\|-2.63\|30.37\|31.48\|29.75\|61432;2026-05-28\|30.84\|2.83\|29.80\|31.31\|29.30\|52584;2026-05-29\|29.96\|-2.85\|30.72\|30.91\|29.82\|40731;2026-06-01\|30.07\|0.37\|30.50\|31.16\|29.86\|37962;2026-06-02\|29.36\|-2.36\|29.75\|30.14\|28.66\|33345;2026-06-03\|29.09\|-0.92\|29.29\|29.70\|28.46\|29113;2026-06-04\|28.68\|-1.41\|28.52\|29.00\|28.40\|24246;2026-06-05\|28.92\|0.84\|28.59\|29.51\|27.60\|35872;2026-06-08\|29.99\|3.70\|28.98\|31.81\|28.92\|114784;2026-06-09\|29.71\|-0.93\|30.60\|30.86\|28.73\|84286;2026-06-10\|29.90\|0.64\|28.91\|30.08\|28.80\|54538;2026-06-11\|28.80\|-3.68\|31.50\|32.65\|28.20\|111170;2026-06-12\|28.87\|0.24\|28.55\|29.71\|28.00\|91766;2026-06-15\|29.19\|1.11\|28.97\|29.62\|28.80\|60159;2026-06-16\|29.83\|2.19\|28.92\|29.97\|28.35\|51685;2026-06-17\|29.78\|-0.17\|29.74\|30.15\|29.32\|42102;2026-06-18\|28.80\|-3.29\|29.48\|29.98\|28.49\|49327;2026-06-22\|30.80\|6.94\|28.29\|31.81\|28.14\|81031;2026-06-23\|31.01\|0.68\|30.80\|31.60\|30.60\|81852;2026-06-24\|32.19\|3.81\|31.01\|33.00\|30.77\|120239;2026-06-25\|30.53\|-5.16\|32.20\|32.80\|29.79\|105062;2026-06-26\|27.95\|-8.45\|30.26\|30.26\|27.62\|91873;2026-06-29\|26.93\|-3.65\|27.29\|28.61\|26.31\|74956;2026-06-30\|27.23\|1.11\|26.68\|27.47\|26.06\|71973;2026-07-01\|29.01\|6.54\|26.96\|29.32\|26.83\|88260;2026-07-02\|28.30\|-2.45\|28.70\|29.73\|28.13\|65756;2026-07-03\|26.74\|-5.51\|28.15\|28.68\|26.70\|62812;2026-07-06\|26.32\|-1.57\|26.55\|27.88\|26.22\|44491;2026-07-07\|24.93\|-5.28\|26.16\|26.67\|24.83\|44496;2026-07-08\|23.75\|-4.73\|24.86\|25.21\|23.61\|41936;2026-07-09\|23.53\|-0.93\|23.60\|23.92\|22.37\|45206;2026-07-10\|23.08\|-1.91\|23.41\|23.76\|23.00\|47543;2026-07-13\|21.50\|-6.85\|22.86\|23.44\|21.20\|48938;2026-07-14\|21.89\|1.81\|21.47\|21.89\|21.00\|40643;2026-07-15\|21.56\|-1.51\|21.85\|22.04\|21.30\|30116;2026-07-16\|20.99\|-2.64\|21.20\|21.66\|20.65\|41297
111016		风电海工+中标+导管架龙头行业原因： 1、据证券时报，英国政府3月10日宣布自4月1日起取消33项风电组件进口关税，叶片、电缆等税率由6%、2%直降至0。 2、国信证券发布研报称，2026年国内风电新增装机有望保持10%-20%增长，订单饱和价格具有良好支撑。主机盈利逐季提高，出口放量提振业绩，国内外呈现景气共振态势。公司原因： 1、据2026年3月13日公告，公司海工板块全资子公司新中标深能汕尾红海湾六海上风电项目导管架订单约7亿元，提供34套导管架设备。 2、据2026年2月11日公告，2025年12月至今公司累计新签或中标导管架、单管桩等海工订单约8.7亿元，阳江帆石二等项目中导管架份额超50%，强化国内导管架龙头地位。 3、据2025年4月25日年报，公司执行“新能源装备制造+零碳实业发展”双轮驱动，已形成国内七大沿海基地与德国基地协同的约80万吨海工产能网络，2024年海工业务营收4.3亿元。	1、全球最具规模的风力发电塔架制造商之一； 2、公司复材事业部中标中国船舶科学研究中心目标无人地效翼船结构建造及总装联调项目。	2026-03-09\|10.72\|0.47\|10.48\|10.79\|10.10\|499450;2026-03-10\|10.87\|1.40\|10.58\|11.30\|10.53\|601319;2026-03-11\|11.05\|1.66\|10.96\|11.24\|10.77\|564347;2026-03-12\|11.29\|2.17\|11.00\|11.58\|10.70\|827470;2026-03-13\|12.42\|10.01\|11.50\|12.42\|11.31\|1145742;2026-03-16\|12.19\|-1.85\|12.80\|13.40\|11.94\|1540642;2026-03-17\|11.79\|-3.28\|11.99\|12.75\|11.58\|1407989;2026-03-18\|11.62\|-1.44\|11.80\|11.88\|10.98\|1282057;2026-03-19\|11.20\|-3.61\|11.66\|11.66\|11.10\|720100;2026-03-20\|11.19\|-0.09\|11.14\|11.83\|10.93\|909740;2026-03-23\|10.95\|-2.14\|11.08\|11.48\|10.89\|669690;2026-03-24\|11.25\|2.74\|11.10\|11.26\|10.50\|682842;2026-03-25\|11.26\|0.09\|11.12\|11.58\|11.01\|504239;2026-03-26\|10.94\|-2.84\|11.18\|11.50\|10.82\|595442;2026-03-27\|10.89\|-0.46\|10.71\|11.03\|10.64\|506326;2026-03-30\|11.19\|2.75\|10.85\|11.46\|10.76\|579599;2026-03-31\|11.13\|-0.54\|11.18\|11.72\|10.92\|752405;2026-04-01\|11.52\|3.50\|11.20\|11.67\|11.20\|706760;2026-04-02\|11.29\|-2.00\|11.48\|11.80\|11.19\|574767;2026-04-03\|10.99\|-2.66\|11.30\|11.34\|10.20\|1031938;2026-04-07\|11.06\|0.64\|11.07\|11.10\|10.78\|460256;2026-04-08\|11.07\|0.09\|11.20\|11.29\|10.96\|589935;2026-04-09\|11.31\|2.17\|10.91\|11.53\|10.71\|678664;2026-04-10\|11.39\|0.71\|11.40\|11.73\|11.35\|519836;2026-04-13\|11.66\|2.37\|11.33\|11.98\|11.28\|547514;2026-04-14\|11.94\|2.40\|11.68\|11.96\|11.16\|561562;2026-04-15\|11.86\|-0.67\|11.92\|12.12\|11.76\|446452;2026-04-16\|12.16\|2.53\|11.88\|12.28\|11.80\|444334;2026-04-17\|12.61\|3.70\|12.29\|12.88\|12.28\|798652;2026-04-20\|12.25\|-2.85\|12.57\|12.61\|12.07\|744264;2026-04-21\|12.22\|-0.24\|12.17\|12.38\|11.86\|434495;2026-04-22\|13.05\|6.79\|12.18\|13.08\|12.08\|658263;2026-04-23\|12.68\|-2.84\|13.10\|13.18\|12.52\|443195;2026-04-24\|12.29\|-3.08\|12.63\|13.24\|12.10\|568804;2026-04-27\|11.88\|-3.34\|12.20\|12.41\|11.80\|565638;2026-04-28\|11.37\|-4.29\|11.81\|11.86\|11.26\|603954;2026-04-29\|11.84\|4.13\|11.22\|12.00\|11.15\|513202;2026-04-30\|12.02\|1.52\|11.84\|12.10\|11.28\|652814;2026-05-06\|11.66\|-3.00\|12.02\|12.19\|11.62\|562322;2026-05-07\|11.69\|0.26\|11.66\|11.80\|11.37\|405669;2026-05-08\|11.68\|-0.09\|11.66\|11.80\|11.50\|455302;2026-05-11\|11.31\|-3.17\|11.68\|11.82\|11.28\|539397;2026-05-12\|11.56\|2.21\|11.31\|11.86\|11.12\|587067;2026-05-13\|11.48\|-0.69\|11.56\|11.90\|11.40\|430149;2026-05-14\|11.67\|1.66\|11.51\|11.91\|11.26\|646076;2026-05-15\|12.44\|6.60\|11.87\|12.84\|11.81\|1359068;2026-05-18\|12.05\|-3.13\|12.38\|12.56\|11.77\|838141;2026-05-19\|11.96\|-0.75\|11.98\|12.10\|11.60\|507946;2026-05-20\|11.81\|-1.25\|11.95\|12.19\|11.79\|356783;2026-05-21\|11.23\|-4.91\|11.82\|12.03\|11.19\|498029;2026-05-22\|11.63\|3.56\|11.31\|11.79\|11.11\|486607;2026-05-25\|12.44\|6.96\|11.71\|12.55\|11.58\|699928;2026-05-26\|12.17\|-2.17\|12.46\|12.79\|11.83\|664797;2026-05-27\|11.89\|-2.30\|12.22\|12.28\|11.64\|539429;2026-05-28\|11.49\|-3.36\|11.90\|12.05\|11.33\|493777;2026-05-29\|11.03\|-4.00\|11.49\|11.75\|10.80\|603389;2026-06-01\|10.60\|-3.90\|11.03\|11.25\|10.55\|466023;2026-06-02\|10.55\|-0.47\|10.61\|10.71\|10.17\|507292;2026-06-03\|10.50\|-0.47\|10.52\|10.85\|10.31\|401572;2026-06-04\|9.99\|-4.86\|10.40\|10.46\|9.88\|551353;2026-06-05\|9.77\|-2.20\|10.05\|10.11\|9.47\|496315;2026-06-08\|9.27\|-5.12\|9.64\|9.67\|9.09\|433172;2026-06-09\|9.42\|1.62\|9.40\|9.56\|9.17\|407682;2026-06-10\|9.19\|-2.44\|9.42\|9.44\|8.80\|412042;2026-06-11\|9.70\|5.55\|9.14\|9.77\|9.10\|510873;2026-06-12\|9.58\|-1.24\|9.99\|9.99\|9.28\|474877;2026-06-15\|9.45\|-1.36\|9.62\|9.88\|9.30\|446590;2026-06-16\|9.55\|1.06\|9.38\|9.88\|9.32\|423164;2026-06-17\|9.20\|-3.66\|9.50\|9.56\|9.13\|380287;2026-06-18\|9.07\|-1.41\|9.16\|9.32\|9.02\|321749;2026-06-22\|9.21\|1.54\|9.13\|9.21\|8.86\|305967;2026-06-23\|9.28\|0.76\|9.22\|9.78\|9.16\|560562;2026-06-24\|8.96\|-3.45\|9.28\|9.32\|8.80\|429263;2026-06-25\|8.79\|-1.90\|8.95\|9.08\|8.70\|321276;2026-06-26\|8.46\|-3.75\|8.79\|9.01\|8.45\|356023;2026-06-29\|8.41\|-0.59\|8.37\|8.63\|8.10\|378441;2026-06-30\|8.43\|0.24\|8.40\|8.79\|8.33\|327218;2026-07-01\|8.31\|-1.42\|8.36\|8.50\|8.08\|380769;2026-07-02\|8.20\|-1.32\|8.16\|8.41\|8.16\|372479;2026-07-03\|8.52\|3.90\|8.24\|8.61\|8.20\|437204;2026-07-06\|7.95\|-6.69\|8.43\|8.72\|7.85\|596500;2026-07-07\|7.78\|-2.14\|8.12\|8.26\|7.77\|290952;2026-07-08\|7.55\|-2.96\|7.78\|8.12\|7.43\|428179;2026-07-09\|7.52\|-0.40\|7.55\|7.59\|7.28\|368725;2026-07-10\|7.56\|0.53\|7.48\|7.73\|7.38\|385357;2026-07-13\|7.36\|-2.65\|7.60\|7.75\|7.17\|520209;2026-07-14\|7.62\|3.53\|7.28\|7.70\|7.22\|549323;2026-07-15\|6.86\|-9.97\|7.27\|7.40\|6.86\|814455;2026-07-16\|6.30\|-8.16\|6.71\|6.87\|6.20\|1047080
111015		风电胶粘剂+半导体材料+唐山国资公司原因： 1、据2025年7月8日投资者关系活动记录表，公司风电叶片环氧结构胶国内市场占有率第一，风电环氧灌注树脂国内份额领先，2025年前三季度风电叶片系列产品需求旺盛，带动胶粘剂板块销量增长。 2、据2026年2月10日公告，公司全资子公司康达新材料集团大连有限公司拟投资建设“3万吨/年聚亚芳基醚(PAE)项目”，项目计划总投资6.46亿元。项目建成投产后，可生产3万吨/年聚亚芳基醚(PAE)，副产邻甲酚8050吨/年，中间产品2,6二甲酚(DMP)3.1万吨/年。 3、据2025年半年报及2025年10月14日互动易，公司重点布局以电子信息材料为核心的第二增长曲线，涵盖ITO靶材、氧化铝靶材、CMP抛光液、LTCC等无机半导体材料，并拟收购成都中科华微电子股权及北一半导体股权，拓展MCU、功率器件等半导体产品线。 4、据2024年年度报告及互动易，公司控股股东为唐山工业控股集团有限公司，最终控制人为唐山市国资委，具备国有控股背景。	公司风电叶片环氧结构胶国内市场占有率第一，风电环氧灌注树脂国内份额领先	2026-03-09\|13.74\|-1.86\|13.80\|13.86\|13.45\|96812;2026-03-10\|14.05\|2.26\|13.82\|14.06\|13.82\|63398;2026-03-11\|13.98\|-0.50\|14.05\|14.18\|13.91\|58939;2026-03-12\|13.95\|-0.21\|14.03\|14.20\|13.88\|82824;2026-03-13\|15.35\|10.04\|13.84\|15.35\|13.81\|328678;2026-03-16\|14.68\|-4.36\|15.00\|15.20\|14.26\|446933;2026-03-17\|13.99\|-4.70\|14.61\|14.89\|13.99\|248959;2026-03-18\|13.99\|0.00\|14.10\|14.18\|13.84\|156473;2026-03-19\|13.20\|-5.65\|13.80\|13.85\|13.11\|205783;2026-03-20\|12.76\|-3.33\|13.29\|13.41\|12.76\|143201;2026-03-23\|11.73\|-8.07\|12.47\|12.56\|11.65\|171208;2026-03-24\|12.24\|4.35\|12.16\|12.25\|11.84\|130318;2026-03-25\|12.45\|1.72\|12.25\|12.52\|12.24\|90013;2026-03-26\|12.32\|-1.04\|12.44\|12.61\|12.22\|81666;2026-03-27\|12.58\|2.11\|12.18\|12.71\|12.11\|78050;2026-03-30\|12.68\|0.79\|12.49\|12.72\|12.36\|72583;2026-03-31\|12.42\|-2.05\|12.66\|12.79\|12.41\|64434;2026-04-01\|12.65\|1.85\|12.70\|12.76\|12.57\|61318;2026-04-02\|12.46\|-1.50\|12.61\|12.77\|12.34\|63614;2026-04-03\|12.21\|-2.01\|12.47\|12.51\|12.18\|52638;2026-04-07\|12.59\|3.11\|12.21\|12.61\|12.20\|73925;2026-04-08\|13.00\|3.26\|12.79\|13.00\|12.63\|83830;2026-04-09\|13.01\|0.08\|12.85\|13.10\|12.81\|54410;2026-04-10\|13.15\|1.08\|13.09\|13.29\|13.06\|53237;2026-04-13\|13.21\|0.46\|13.08\|13.25\|13.03\|54416;2026-04-14\|13.37\|1.21\|13.30\|13.40\|13.19\|60488;2026-04-15\|13.29\|-0.60\|13.40\|13.53\|13.27\|55365;2026-04-16\|13.38\|0.68\|13.28\|13.44\|13.22\|47213;2026-04-17\|14.04\|4.93\|13.37\|14.15\|13.32\|169900;2026-04-20\|13.91\|-0.93\|13.91\|14.18\|13.78\|121895;2026-04-21\|14.18\|1.94\|13.90\|14.30\|13.71\|172896;2026-04-22\|14.20\|0.14\|14.13\|14.32\|14.05\|132527;2026-04-23\|13.83\|-2.61\|14.15\|14.20\|13.74\|127493;2026-04-24\|13.97\|1.01\|13.73\|14.20\|13.67\|113429;2026-04-27\|14.35\|2.72\|13.88\|14.43\|13.86\|170697;2026-04-28\|13.95\|-2.79\|13.75\|13.99\|13.42\|167534;2026-04-29\|13.55\|-2.87\|13.77\|13.79\|13.52\|133994;2026-04-30\|13.47\|-0.59\|13.43\|13.74\|13.32\|87415;2026-05-06\|13.54\|0.52\|13.62\|13.62\|13.45\|101140;2026-05-07\|13.64\|0.74\|13.55\|13.74\|13.46\|86450;2026-05-08\|14.35\|5.21\|13.53\|14.56\|13.51\|248139;2026-05-11\|14.40\|0.35\|14.35\|14.59\|14.20\|197646;2026-05-12\|14.19\|-1.46\|14.42\|14.48\|14.04\|115436;2026-05-13\|14.38\|1.34\|14.12\|14.61\|13.95\|135009;2026-05-14\|14.00\|-2.64\|14.39\|14.45\|13.96\|124967;2026-05-15\|14.08\|0.57\|14.56\|15.40\|13.98\|357620;2026-05-18\|13.78\|-2.13\|14.33\|14.50\|13.68\|221020;2026-05-19\|13.82\|0.29\|13.85\|14.14\|13.38\|197207;2026-05-20\|13.88\|0.43\|13.71\|14.34\|13.71\|172895;2026-05-21\|14.00\|0.86\|13.94\|14.98\|13.94\|301936;2026-05-22\|14.69\|4.93\|14.15\|14.82\|13.61\|307597;2026-05-25\|14.90\|1.43\|15.24\|15.40\|14.70\|363769;2026-05-26\|15.01\|0.74\|14.70\|15.08\|14.53\|283994;2026-05-27\|15.97\|6.40\|15.00\|16.51\|14.84\|676191;2026-05-28\|17.57\|10.02\|15.87\|17.57\|15.60\|502968;2026-05-29\|15.72\|-10.02\|18.69\|18.97\|15.72\|885544;2026-06-01\|15.91\|1.21\|14.71\|16.49\|14.71\|629988;2026-06-02\|16.30\|2.45\|15.85\|16.42\|15.44\|531291;2026-06-03\|16.04\|-1.60\|16.20\|16.84\|15.75\|446560;2026-06-04\|16.55\|3.18\|15.66\|16.69\|15.52\|500881;2026-06-05\|16.62\|0.42\|16.57\|17.05\|16.33\|587400;2026-06-08\|15.81\|-4.87\|15.42\|16.64\|15.40\|379372;2026-06-09\|17.39\|9.99\|17.39\|17.39\|17.39\|194230;2026-06-10\|19.13\|10.01\|18.09\|19.13\|17.85\|775529;2026-06-11\|17.22\|-9.98\|17.82\|18.22\|17.22\|461721;2026-06-12\|15.50\|-9.99\|16.60\|16.88\|15.50\|650068;2026-06-15\|16.28\|5.03\|15.20\|16.58\|15.18\|560517;2026-06-16\|17.11\|5.10\|16.33\|17.34\|16.20\|484435;2026-06-17\|17.38\|1.58\|16.70\|17.54\|16.66\|477500;2026-06-18\|17.73\|2.01\|17.39\|17.85\|16.94\|495716;2026-06-22\|18.80\|6.04\|18.27\|18.98\|18.10\|556523;2026-06-23\|17.85\|-5.05\|18.41\|18.85\|17.71\|445881;2026-06-24\|17.60\|-1.40\|17.51\|17.90\|17.25\|304825;2026-06-25\|17.16\|-2.50\|17.77\|17.93\|16.93\|365303;2026-06-26\|16.57\|-3.44\|17.34\|17.39\|16.40\|294283;2026-06-29\|17.34\|4.65\|16.67\|18.20\|16.10\|470198;2026-06-30\|17.09\|-1.44\|16.81\|17.23\|16.35\|346923;2026-07-01\|17.84\|4.39\|17.11\|17.85\|16.81\|464852;2026-07-02\|18.40\|3.14\|17.25\|18.83\|16.47\|539125;2026-07-03\|17.29\|-6.03\|18.07\|18.27\|17.03\|394714;2026-07-06\|15.66\|-9.43\|17.28\|17.41\|15.56\|359645;2026-07-07\|15.07\|-3.77\|15.41\|16.14\|14.90\|239246;2026-07-08\|14.13\|-6.24\|14.85\|14.98\|14.01\|269594;2026-07-09\|13.95\|-1.27\|14.10\|14.27\|13.20\|249648;2026-07-10\|13.54\|-2.94\|13.99\|14.34\|13.51\|234745;2026-07-13\|12.62\|-6.79\|13.39\|13.45\|12.52\|189214;2026-07-14\|12.70\|0.63\|12.60\|12.90\|12.18\|151162;2026-07-15\|12.18\|-4.09\|12.71\|12.76\|12.12\|140659;2026-07-16\|11.70\|-3.94\|12.00\|12.22\|11.63\|137815
111014		火电转型+拟收购股权+金属管件+江阴国资 1、据2026年3月9日公告，公司拟向江阴电力投资发行股份及支付现金收购江阴苏龙热电有限公司57.30%股权并配套募资，交易完成后将新增火电及供热业务。 2、据2025年8月20日发布的2025年半年度报告，公司主营工业金属管件、法兰、管系及压力容器，资质齐全，下游覆盖火电、海工、石化等领域。 3、据2025年4月19日发布的2024年年度报告及2025年8月20日发布的2025年半年度报告，公司实控人为江阴市国资办，坚持“高端制造+文化传媒+新能源”三轮驱动战略。	公司拟收购苏龙热电57.3%股权，标的主营火力发电、光伏发电等	2026-03-09\|3.06\|10.07\|3.06\|3.06\|3.06\|174988;2026-03-10\|3.37\|10.13\|3.37\|3.37\|3.37\|44540;2026-03-11\|3.71\|10.09\|3.71\|3.71\|3.71\|81303;2026-03-12\|4.08\|9.97\|4.08\|4.08\|4.08\|116971;2026-03-13\|4.49\|10.05\|4.49\|4.49\|4.49\|1149642;2026-03-16\|4.04\|-10.02\|4.72\|4.77\|4.04\|7343552;2026-03-17\|3.70\|-8.42\|3.80\|4.08\|3.65\|5405696;2026-03-18\|4.07\|10.00\|3.69\|4.07\|3.69\|4580761;2026-03-19\|4.10\|0.74\|4.02\|4.29\|3.88\|6187088;2026-03-20\|3.92\|-4.39\|4.05\|4.26\|3.90\|3926655;2026-03-23\|3.71\|-5.36\|3.76\|4.01\|3.65\|3320897;2026-03-24\|4.08\|9.97\|3.71\|4.08\|3.70\|2354075;2026-03-25\|4.27\|4.66\|4.08\|4.35\|3.99\|5196318;2026-03-26\|4.04\|-5.39\|4.20\|4.25\|4.01\|3179567;2026-03-27\|4.44\|9.90\|4.00\|4.44\|4.00\|4652710;2026-03-30\|4.21\|-5.18\|4.34\|4.39\|4.01\|4565342;2026-03-31\|4.03\|-4.28\|4.20\|4.34\|4.01\|3539104;2026-04-01\|3.84\|-4.71\|4.06\|4.10\|3.75\|3247287;2026-04-02\|3.50\|-8.85\|3.75\|3.76\|3.46\|2847700;2026-04-03\|3.61\|3.14\|3.45\|3.72\|3.25\|3140273;2026-04-07\|3.55\|-1.66\|3.52\|3.57\|3.42\|1778147;2026-04-08\|3.62\|1.97\|3.58\|3.67\|3.55\|1810755;2026-04-09\|3.48\|-3.87\|3.58\|3.58\|3.42\|1430864;2026-04-10\|3.38\|-2.87\|3.49\|3.51\|3.38\|1430121;2026-04-13\|3.47\|2.66\|3.39\|3.48\|3.39\|1244826;2026-04-14\|3.41\|-1.73\|3.45\|3.52\|3.36\|1327818;2026-04-15\|3.36\|-1.47\|3.42\|3.45\|3.34\|1268784;2026-04-16\|3.42\|1.79\|3.36\|3.43\|3.31\|1192099;2026-04-17\|3.38\|-1.17\|3.40\|3.41\|3.32\|1016540;2026-04-20\|3.41\|0.89\|3.38\|3.41\|3.33\|935462;2026-04-21\|3.45\|1.17\|3.41\|3.47\|3.31\|1688267;2026-04-22\|3.45\|0.00\|3.40\|3.46\|3.37\|998521;2026-04-23\|3.49\|1.16\|3.45\|3.51\|3.33\|1893564;2026-04-24\|3.55\|1.72\|3.46\|3.65\|3.43\|2338123;2026-04-27\|3.79\|6.76\|3.60\|3.90\|3.45\|2978672;2026-04-28\|3.72\|-1.85\|3.60\|3.88\|3.58\|2436672;2026-04-29\|3.82\|2.69\|3.67\|3.95\|3.65\|2124848;2026-04-30\|3.64\|-4.71\|3.81\|3.85\|3.62\|1727171;2026-05-06\|3.71\|1.92\|3.65\|3.75\|3.63\|1365210;2026-05-07\|3.90\|5.12\|3.71\|4.08\|3.70\|2694138;2026-05-08\|3.95\|1.28\|3.94\|4.02\|3.85\|2284830;2026-05-11\|3.87\|-2.03\|3.95\|4.00\|3.85\|1418832;2026-05-12\|3.93\|1.55\|3.92\|4.05\|3.87\|1956684;2026-05-13\|4.00\|1.78\|3.98\|4.14\|3.96\|1960635;2026-05-14\|3.88\|-3.00\|3.95\|4.03\|3.86\|1584236;2026-05-15\|4.25\|9.54\|3.89\|4.27\|3.89\|4138988;2026-05-18\|3.99\|-6.12\|4.03\|4.05\|3.92\|2910244;2026-05-19\|3.90\|-2.26\|3.99\|3.99\|3.81\|1636740;2026-05-20\|3.71\|-4.87\|3.84\|3.85\|3.66\|1561620;2026-05-21\|3.53\|-4.85\|3.71\|3.77\|3.50\|1306762;2026-05-22\|3.68\|4.25\|3.54\|3.72\|3.54\|1102522;2026-05-25\|3.60\|-2.17\|3.69\|3.72\|3.55\|1024721;2026-05-26\|3.50\|-2.78\|3.59\|3.60\|3.45\|1016468;2026-05-27\|3.49\|-0.29\|3.52\|3.62\|3.47\|1013555;2026-05-28\|3.58\|2.58\|3.50\|3.63\|3.48\|1064203;2026-05-29\|3.46\|-3.35\|3.57\|3.63\|3.43\|1140361;2026-06-01\|3.52\|1.73\|3.44\|3.60\|3.42\|991487;2026-06-02\|3.57\|1.42\|3.53\|3.60\|3.36\|1427574;2026-06-03\|3.72\|4.20\|3.56\|3.80\|3.53\|1851059;2026-06-04\|3.61\|-2.96\|3.66\|3.69\|3.55\|1285289;2026-06-05\|3.53\|-2.22\|3.58\|3.69\|3.51\|1250964;2026-06-08\|3.38\|-4.25\|3.42\|3.52\|3.35\|977331;2026-06-09\|3.39\|0.30\|3.40\|3.44\|3.32\|574703;2026-06-10\|3.22\|-5.01\|3.36\|3.37\|3.19\|819285;2026-06-11\|3.23\|0.31\|3.20\|3.39\|3.17\|727099;2026-06-12\|3.16\|-2.17\|3.27\|3.28\|3.13\|808233;2026-06-15\|3.21\|1.58\|3.17\|3.28\|3.16\|853789;2026-06-16\|3.27\|1.87\|3.19\|3.29\|3.13\|979446;2026-06-17\|3.19\|-2.45\|3.24\|3.26\|3.17\|757346;2026-06-18\|3.18\|-0.31\|3.17\|3.20\|3.11\|646232;2026-06-22\|3.07\|-3.46\|3.15\|3.17\|3.02\|834315;2026-06-23\|3.10\|0.98\|3.06\|3.16\|3.01\|783110;2026-06-24\|3.02\|-2.58\|3.08\|3.17\|2.98\|904877;2026-06-25\|2.96\|-1.99\|3.00\|3.03\|2.92\|744141;2026-06-26\|2.91\|-1.69\|2.92\|2.96\|2.88\|642410;2026-06-29\|2.83\|-2.75\|2.90\|2.94\|2.80\|734658;2026-06-30\|2.84\|0.35\|2.82\|2.89\|2.81\|543590;2026-07-01\|2.89\|1.76\|2.83\|2.92\|2.81\|746779;2026-07-02\|2.87\|-0.69\|2.89\|2.95\|2.86\|494572;2026-07-03\|2.92\|1.74\|2.87\|2.97\|2.86\|778700;2026-07-06\|2.82\|-3.42\|2.92\|2.96\|2.78\|744787;2026-07-07\|2.82\|0.00\|2.80\|2.90\|2.78\|585857;2026-07-08\|2.74\|-2.84\|2.81\|2.82\|2.73\|547233;2026-07-09\|2.72\|-0.73\|2.71\|2.75\|2.63\|584382;2026-07-10\|2.77\|1.84\|2.72\|2.82\|2.66\|668620;2026-07-13\|2.66\|-3.97\|2.76\|2.79\|2.64\|605921;2026-07-14\|2.71\|1.88\|2.64\|2.71\|2.61\|456800;2026-07-15\|2.75\|1.48\|2.69\|2.78\|2.68\|424342;2026-07-16\|2.74\|-0.36\|2.73\|2.79\|2.70\|344094
111013	天舟十号货运飞船成功发射升空，搭载的柔性封装单晶硅太阳电池样品将开展在轨空间环境实验	靶材+高纯钼+三星供应链+商业航天 1、据2026年5月14日投资者关系活动记录表及2026年6月2日互动易，公司两款型号产品顺利通过韩国三星的品质稽核和产品验证，成功导入其供应商名录并开始批量供货，供货量逐步提高，海外市场拓展取得显著突破。 2、据2026年2月1日投资者关系活动记录表，公司PMI泡沫已与多家业内主要商业航天企业建立配套合作关系，核心定位为商业航天领域提供轻质高强的轻量化减重材料。 3、据2026年4月23日年度报告，公司的高纯钼及钼合金靶材、银合金靶材、ITO靶材已广泛应用于半导体显示面板溅射镀膜生产线，是京东方、维信诺、TCL华星及韩国LGD等多家全球主流面板企业的核心供应商。	国产ITO靶材的主力供应商；公司光伏业务聚焦异质结、钙钛矿新技术，批量供货协鑫光电等头部企业	2026-03-09\|11.15\|-1.33\|11.04\|11.24\|10.73\|507903;2026-03-10\|11.78\|5.65\|11.36\|11.95\|11.36\|633588;2026-03-11\|11.56\|-1.87\|11.75\|12.06\|11.53\|481569;2026-03-12\|11.30\|-2.25\|11.51\|11.56\|11.18\|393579;2026-03-13\|11.11\|-1.68\|11.20\|11.42\|10.98\|330194;2026-03-16\|10.92\|-1.71\|11.05\|11.10\|10.68\|385215;2026-03-17\|10.53\|-3.57\|10.96\|11.02\|10.51\|318178;2026-03-18\|10.68\|1.42\|10.57\|10.70\|10.46\|254623;2026-03-19\|10.30\|-3.56\|10.45\|10.50\|10.20\|323990;2026-03-20\|10.11\|-1.84\|10.35\|10.60\|10.11\|356963;2026-03-23\|9.46\|-6.43\|9.88\|10.09\|9.39\|477768;2026-03-24\|9.66\|2.11\|9.70\|9.75\|9.27\|374501;2026-03-25\|9.73\|0.72\|9.70\|9.94\|9.69\|312005;2026-03-26\|9.56\|-1.75\|9.72\|9.75\|9.39\|299105;2026-03-27\|9.71\|1.57\|9.43\|9.75\|9.41\|369463;2026-03-30\|9.60\|-1.13\|9.48\|9.60\|9.36\|282690;2026-03-31\|9.39\|-2.19\|9.67\|9.76\|9.36\|305763;2026-04-01\|9.66\|2.88\|9.67\|9.73\|9.49\|291618;2026-04-02\|9.36\|-3.11\|9.57\|9.65\|9.29\|255902;2026-04-03\|9.27\|-0.96\|9.39\|9.44\|9.19\|202612;2026-04-07\|9.32\|0.54\|9.31\|9.42\|9.25\|151259;2026-04-08\|9.89\|6.12\|9.61\|9.89\|9.58\|359976;2026-04-09\|9.80\|-0.91\|9.80\|9.89\|9.67\|313514;2026-04-10\|9.82\|0.20\|9.88\|10.08\|9.79\|322908;2026-04-13\|10.03\|2.14\|9.72\|10.04\|9.69\|324467;2026-04-14\|10.24\|2.09\|10.07\|10.30\|10.03\|376786;2026-04-15\|10.17\|-0.68\|10.29\|10.32\|10.08\|340926;2026-04-16\|10.19\|0.20\|10.15\|10.22\|10.04\|249011;2026-04-17\|10.40\|2.06\|10.13\|10.61\|10.13\|376798;2026-04-20\|10.74\|3.27\|10.47\|10.90\|10.45\|388940;2026-04-21\|11.12\|3.54\|10.66\|11.20\|10.60\|571852;2026-04-22\|11.22\|0.90\|10.94\|11.24\|10.91\|450224;2026-04-23\|10.46\|-6.77\|11.01\|11.03\|10.42\|731699;2026-04-24\|10.15\|-2.96\|10.46\|10.48\|10.00\|444832;2026-04-27\|10.51\|3.55\|10.31\|10.73\|10.30\|460885;2026-04-28\|10.48\|-0.29\|10.43\|10.61\|10.27\|344952;2026-04-29\|10.56\|0.76\|10.40\|10.62\|10.35\|321487;2026-04-30\|10.57\|0.09\|10.52\|10.67\|10.45\|327122;2026-05-06\|10.97\|3.78\|10.68\|10.98\|10.68\|436457;2026-05-07\|11.38\|3.74\|11.00\|11.59\|10.94\|687620;2026-05-08\|11.31\|-0.62\|11.23\|11.42\|11.18\|406374;2026-05-11\|11.43\|1.06\|11.41\|11.54\|11.23\|502818;2026-05-12\|11.18\|-2.19\|11.38\|11.42\|11.05\|400558;2026-05-13\|11.36\|1.61\|11.06\|11.45\|11.06\|377171;2026-05-14\|11.45\|0.79\|11.50\|11.78\|11.30\|660671;2026-05-15\|13.74\|20.00\|12.50\|13.74\|12.40\|2345683;2026-05-18\|13.09\|-4.73\|13.50\|13.60\|12.94\|1743324;2026-05-19\|13.29\|1.53\|13.19\|13.35\|12.75\|1111878;2026-05-20\|13.82\|3.99\|13.40\|14.07\|13.30\|1142174;2026-05-21\|12.66\|-8.39\|13.91\|14.11\|12.61\|1135891;2026-05-22\|12.93\|2.13\|12.76\|12.98\|12.68\|653054;2026-05-25\|13.92\|7.66\|13.35\|14.06\|13.26\|950146;2026-05-26\|13.14\|-5.60\|14.21\|14.54\|12.96\|944574;2026-05-27\|12.58\|-4.26\|13.29\|13.40\|12.44\|764680;2026-05-28\|13.40\|6.52\|12.59\|13.47\|12.33\|746470;2026-05-29\|11.99\|-10.12\|13.39\|13.58\|11.89\|890803;2026-06-01\|11.68\|-2.59\|11.95\|12.25\|11.67\|482235;2026-06-02\|11.85\|1.46\|11.70\|12.09\|11.63\|472406;2026-06-03\|11.57\|-2.36\|11.83\|12.06\|11.40\|608027;2026-06-04\|11.75\|1.56\|11.38\|11.90\|11.28\|501780;2026-06-05\|11.84\|0.77\|11.63\|12.21\|11.20\|565871;2026-06-08\|11.34\|-4.22\|11.41\|11.97\|11.22\|473835;2026-06-09\|11.96\|5.47\|11.56\|12.25\|11.18\|616691;2026-06-10\|11.82\|-1.17\|11.21\|12.09\|10.77\|1113584;2026-06-11\|14.18\|19.97\|12.01\|14.18\|11.96\|1949308;2026-06-12\|15.44\|8.89\|15.61\|16.57\|15.10\|2591801;2026-06-15\|15.99\|3.56\|15.75\|16.41\|15.30\|1970999;2026-06-16\|16.08\|0.56\|15.50\|16.55\|15.40\|1702538;2026-06-17\|16.63\|3.42\|16.50\|17.08\|16.02\|1723323;2026-06-18\|16.26\|-2.22\|16.65\|17.19\|15.91\|1308431;2026-06-22\|16.49\|1.41\|16.57\|16.80\|15.80\|1356333;2026-06-23\|15.64\|-5.15\|16.18\|16.51\|15.50\|931157;2026-06-24\|15.78\|0.90\|15.43\|15.94\|15.23\|822769;2026-06-25\|15.85\|0.44\|16.19\|16.56\|15.70\|1187611;2026-06-26\|15.61\|-1.51\|15.90\|16.55\|15.38\|1266026;2026-06-29\|15.00\|-3.91\|16.04\|16.20\|14.61\|1253485;2026-06-30\|16.30\|8.67\|14.89\|16.35\|14.68\|1399480;2026-07-01\|16.71\|2.52\|16.05\|17.06\|15.93\|1440577;2026-07-02\|16.60\|-0.66\|15.93\|17.49\|15.40\|1448842;2026-07-03\|15.32\|-7.71\|16.79\|17.00\|15.27\|1115476;2026-07-06\|14.38\|-6.14\|15.56\|15.69\|14.30\|896470;2026-07-07\|13.90\|-3.34\|14.28\|14.72\|13.73\|643208;2026-07-08\|13.02\|-6.33\|13.80\|13.96\|12.80\|676623;2026-07-09\|13.93\|6.99\|13.21\|14.05\|12.62\|797048;2026-07-10\|13.04\|-6.39\|13.94\|14.48\|13.04\|865210;2026-07-13\|11.87\|-8.97\|13.13\|13.44\|11.80\|714367;2026-07-14\|11.83\|-0.34\|11.97\|12.01\|11.22\|592738;2026-07-15\|11.11\|-6.09\|11.99\|12.10\|11.07\|536901;2026-07-16\|10.44\|-6.03\|10.91\|11.10\|10.30\|621014
111012	SpaceX的IPO招股说明书最快可能于下周发布	摘帽+参股华大北斗+汽车电子+消费电子 1、据2026年4月30日公告，公司股票简称由“*ST波导”变更为“波导股份”，正式撤销退市风险警示。 2、根据2025年中报：深圳华大北斗科技股份有限公司期末余额为20,739,600.00元。根据华大北斗官网：华大北斗专注从事导航定位芯片、算法及产品的自主设计、研发、销售及相关业务。目标面向民用消费类电子市场和国家命脉行业、汽车领域、物联网领域等专用终端市场，提供芯片及应用解决方案。 3、据2026年4月8日年报，2025年车载模组收入1.49亿元，同比增长75.57%，汽车中控及两轮车智能仪表批量出货。 4、据2026年4月30日一季报，公司一季度营收1.22亿元、净利255.68万元，分别同比增长27.77%、23.07%，延续消费电子整机及车载产品放量趋势。	公司参股公司华大北斗专注从事导航定位芯片、算法及产品的自主设计、研发、销售及相关业务，其自主设计研发了国内首颗量产供货的55nm基带和射频一体化北斗多模导航定位芯片，该芯片也是国内首颗进入国际排名前十位的专业导航定位芯片	2026-03-09\|4.71\|0.21\|4.65\|4.73\|4.53\|207455;2026-03-10\|4.75\|0.85\|4.70\|4.84\|4.70\|153007;2026-03-11\|4.72\|-0.63\|4.73\|4.79\|4.65\|154152;2026-03-12\|4.62\|-2.12\|4.72\|4.75\|4.60\|154988;2026-03-13\|4.57\|-1.08\|4.61\|4.65\|4.55\|153363;2026-03-16\|4.59\|0.44\|4.57\|4.63\|4.55\|108902;2026-03-17\|4.47\|-2.61\|4.60\|4.62\|4.47\|129687;2026-03-18\|4.58\|2.46\|4.49\|4.58\|4.46\|136832;2026-03-19\|4.49\|-1.97\|4.53\|4.60\|4.44\|157255;2026-03-20\|4.42\|-1.56\|4.51\|4.54\|4.35\|200605;2026-03-23\|4.20\|-4.98\|4.31\|4.34\|4.20\|238171;2026-03-24\|4.15\|-1.19\|4.22\|4.23\|3.99\|318754;2026-03-25\|4.30\|3.61\|4.21\|4.35\|4.21\|220027;2026-03-26\|4.32\|0.47\|4.30\|4.42\|4.28\|182130;2026-03-27\|4.36\|0.93\|4.31\|4.43\|4.29\|135363;2026-03-30\|4.36\|0.00\|4.31\|4.39\|4.26\|147294;2026-03-31\|4.31\|-1.15\|4.35\|4.42\|4.31\|123814;2026-04-01\|4.36\|1.16\|4.36\|4.38\|4.33\|110212;2026-04-02\|4.29\|-1.61\|4.35\|4.39\|4.28\|131104;2026-04-03\|4.18\|-2.56\|4.30\|4.33\|4.16\|122411;2026-04-07\|4.28\|2.39\|4.15\|4.29\|4.15\|143159;2026-04-08\|4.36\|1.87\|4.39\|4.43\|4.29\|254740;2026-04-09\|4.41\|1.15\|4.32\|4.50\|4.30\|210578;2026-04-10\|4.50\|2.04\|4.43\|4.56\|4.42\|198449;2026-04-13\|4.53\|0.67\|4.51\|4.60\|4.46\|182296;2026-04-14\|4.63\|2.21\|4.53\|4.64\|4.50\|186067;2026-04-15\|4.59\|-0.86\|4.64\|4.68\|4.57\|151487;2026-04-16\|4.71\|2.61\|4.58\|4.74\|4.58\|169592;2026-04-17\|4.67\|-0.85\|4.71\|4.71\|4.63\|140556;2026-04-20\|4.67\|0.00\|4.64\|4.69\|4.55\|173574;2026-04-21\|4.62\|-1.07\|4.66\|4.67\|4.58\|124597;2026-04-22\|4.62\|0.00\|4.60\|4.67\|4.60\|119685;2026-04-23\|4.61\|-0.22\|4.62\|4.62\|4.52\|162199;2026-04-24\|4.78\|3.69\|4.62\|4.80\|4.59\|288252;2026-04-27\|4.77\|-0.21\|4.78\|4.92\|4.73\|240956;2026-04-28\|4.60\|-3.56\|4.74\|4.78\|4.57\|206565;2026-04-30\|4.62\|0.43\|4.65\|4.78\|4.51\|610959;2026-05-06\|5.08\|9.96\|4.56\|5.08\|4.50\|451168;2026-05-07\|5.59\|10.04\|5.30\|5.59\|5.25\|669317;2026-05-08\|6.15\|10.02\|5.98\|6.15\|5.79\|597117;2026-05-11\|6.48\|5.37\|6.70\|6.77\|5.61\|2698201;2026-05-12\|6.32\|-2.47\|6.27\|6.41\|6.00\|1794172;2026-05-13\|6.42\|1.58\|6.10\|6.66\|5.96\|1970693;2026-05-14\|5.89\|-8.26\|6.25\|6.54\|5.88\|1362687;2026-05-15\|6.39\|8.49\|5.85\|6.48\|5.78\|2082785;2026-05-18\|6.64\|3.91\|6.10\|6.86\|6.03\|2136365;2026-05-19\|6.47\|-2.56\|6.36\|6.51\|6.20\|1281930;2026-05-20\|6.10\|-5.72\|6.47\|6.50\|5.83\|1143230;2026-05-21\|5.49\|-10.00\|6.10\|6.17\|5.49\|1125013;2026-05-22\|5.37\|-2.19\|5.35\|5.42\|5.16\|759584;2026-05-25\|5.21\|-2.98\|5.35\|5.37\|5.12\|647658;2026-05-26\|5.04\|-3.26\|5.21\|5.22\|4.99\|572828;2026-05-27\|5.08\|0.79\|5.02\|5.25\|4.97\|533676;2026-05-28\|5.10\|0.39\|5.09\|5.13\|4.91\|426208;2026-05-29\|4.93\|-3.33\|5.12\|5.16\|4.89\|380715;2026-06-01\|5.03\|2.03\|4.90\|5.10\|4.81\|329860;2026-06-02\|4.96\|-1.39\|5.01\|5.05\|4.85\|308298;2026-06-03\|5.09\|2.62\|4.93\|5.12\|4.91\|390764;2026-06-04\|4.84\|-4.91\|5.05\|5.15\|4.82\|477459;2026-06-05\|4.78\|-1.24\|4.76\|4.92\|4.66\|462826;2026-06-08\|4.72\|-1.26\|4.70\|4.90\|4.66\|396589;2026-06-09\|4.69\|-0.64\|4.79\|4.82\|4.60\|262424;2026-06-10\|4.66\|-0.64\|4.65\|4.68\|4.49\|327869;2026-06-11\|4.51\|-3.22\|4.62\|4.64\|4.45\|276911;2026-06-12\|4.53\|0.44\|4.58\|4.63\|4.50\|255783;2026-06-15\|4.62\|1.99\|4.56\|4.64\|4.55\|228310;2026-06-16\|4.76\|3.03\|4.64\|4.80\|4.53\|320445;2026-06-17\|4.89\|2.73\|4.72\|4.91\|4.70\|372908;2026-06-18\|4.73\|-3.27\|4.90\|4.90\|4.73\|305892;2026-06-22\|4.74\|0.21\|4.67\|4.92\|4.58\|355115;2026-06-23\|5.01\|5.70\|4.71\|5.08\|4.71\|627005;2026-06-24\|4.79\|-4.39\|4.92\|4.95\|4.57\|574668;2026-06-25\|4.60\|-3.97\|4.79\|4.84\|4.57\|317691;2026-06-26\|4.53\|-1.52\|4.56\|4.60\|4.41\|274127;2026-06-29\|4.37\|-3.53\|4.48\|4.50\|4.29\|249393;2026-06-30\|4.43\|1.37\|4.32\|4.53\|4.32\|246324;2026-07-01\|4.45\|0.45\|4.43\|4.53\|4.40\|235887;2026-07-02\|4.34\|-2.47\|4.43\|4.57\|4.33\|285632;2026-07-03\|4.35\|0.23\|4.34\|4.42\|4.30\|206954;2026-07-06\|4.19\|-3.68\|4.36\|4.37\|4.18\|241165;2026-07-07\|4.08\|-2.63\|4.21\|4.25\|4.05\|212009;2026-07-08\|4.03\|-1.23\|4.09\|4.11\|3.99\|216651;2026-07-09\|4.00\|-0.74\|4.02\|4.08\|3.84\|279335;2026-07-10\|4.14\|3.50\|4.00\|4.21\|4.00\|297543;2026-07-13\|3.84\|-7.25\|4.09\|4.13\|3.80\|281046;2026-07-14\|3.89\|1.30\|3.82\|3.90\|3.75\|198912;2026-07-15\|3.87\|-0.51\|3.84\|3.98\|3.84\|219949;2026-07-16\|3.95\|2.07\|3.88\|4.18\|3.87\|383416
111011	SpaceX的IPO招股说明书最快可能于下周发布	人形机器人+腱绳+胎圈钢丝+商业航天行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2025年4月23日公司官微，公司全资子公司山东大业机器人科技有限公司与北京邮电大学就人形机器人腱绳材料与感知功能探索签订开发服务协议，推进腱绳产品研发并小批量送样；据2025年12月30日公告，公司机器人腱绳产品已小批量送样，目前未产生实质性收益。 2、据2026年4月23日年报，公司主营胎圈钢丝、钢帘线及胶管钢丝，是国内规模最大的胎圈钢丝制造企业，完成对胜通钢帘线的收购后，跻身国内外钢帘线核心供应商行列。 3、据2026年1月1日公告，公司持有湖北三江航天江北机械工程有限公司4.216%的股权，该公司主要从事航天动力系统等研发生产，属于财务性投资，对公司业绩影响甚微。	1、公司投资联营企业湖北三江航天江北机械工程主要从事航天动力系统、天线罩等航天型号产品及特种压力容器产品、高端机电成套装备、先进激光应用设备等民用产品； 2、公司人形机器人灵巧手用钢丝尚处于市场调研和研究开发阶段	2026-03-09\|11.69\|-0.85\|11.58\|11.72\|11.46\|79631;2026-03-10\|11.89\|1.71\|11.79\|11.94\|11.77\|64240;2026-03-11\|11.73\|-1.35\|11.93\|12.00\|11.68\|56152;2026-03-12\|11.51\|-1.88\|11.73\|11.75\|11.47\|65780;2026-03-13\|11.38\|-1.13\|11.42\|11.60\|11.35\|66821;2026-03-16\|11.47\|0.79\|11.30\|11.53\|11.30\|57332;2026-03-17\|11.23\|-2.09\|11.43\|11.57\|11.23\|55266;2026-03-18\|11.42\|1.69\|11.23\|11.44\|11.16\|57326;2026-03-19\|11.12\|-2.63\|11.30\|11.34\|11.05\|65691;2026-03-20\|10.83\|-2.61\|11.14\|11.21\|10.83\|63472;2026-03-23\|10.30\|-4.89\|10.73\|10.80\|10.20\|101430;2026-03-24\|10.70\|3.88\|10.51\|10.73\|10.31\|92643;2026-03-25\|10.87\|1.59\|10.77\|10.89\|10.73\|67161;2026-03-26\|10.68\|-1.75\|10.98\|11.00\|10.61\|58464;2026-03-27\|10.81\|1.22\|10.55\|10.81\|10.54\|49272;2026-03-30\|10.99\|1.67\|10.71\|11.10\|10.69\|79060;2026-03-31\|10.94\|-0.46\|10.98\|11.25\|10.93\|76173;2026-04-01\|11.00\|0.55\|10.94\|11.11\|10.81\|60612;2026-04-02\|10.81\|-1.73\|10.91\|11.02\|10.72\|48504;2026-04-03\|10.49\|-2.96\|10.82\|10.85\|10.44\|43402;2026-04-07\|10.59\|0.95\|10.49\|10.70\|10.47\|49361;2026-04-08\|10.99\|3.78\|10.79\|10.99\|10.78\|74226;2026-04-09\|10.71\|-2.55\|10.90\|10.90\|10.68\|60136;2026-04-10\|10.79\|0.75\|10.73\|11.01\|10.73\|63247;2026-04-13\|10.80\|0.09\|10.70\|10.87\|10.70\|43481;2026-04-14\|10.90\|0.93\|10.87\|10.91\|10.70\|73450;2026-04-15\|10.83\|-0.64\|10.99\|11.04\|10.83\|66645;2026-04-16\|10.92\|0.83\|10.84\|11.00\|10.83\|54079;2026-04-17\|12.01\|9.98\|10.95\|12.01\|10.95\|273768;2026-04-20\|12.65\|5.33\|12.29\|12.95\|12.12\|708987;2026-04-21\|13.24\|4.66\|12.32\|13.91\|12.31\|677309;2026-04-22\|12.82\|-3.17\|12.80\|13.09\|12.50\|467928;2026-04-23\|13.20\|2.96\|12.70\|13.40\|12.38\|542123;2026-04-24\|12.45\|-5.68\|12.82\|12.88\|12.30\|361623;2026-04-27\|11.91\|-4.34\|12.26\|12.30\|11.75\|280265;2026-04-28\|11.44\|-3.95\|12.00\|12.04\|11.36\|211701;2026-04-29\|11.64\|1.75\|11.44\|11.87\|11.30\|183093;2026-04-30\|11.20\|-3.78\|11.10\|11.39\|10.82\|243855;2026-05-06\|12.32\|10.00\|11.34\|12.32\|11.29\|187425;2026-05-07\|13.55\|9.98\|12.41\|13.55\|12.21\|412111;2026-05-08\|14.91\|10.04\|14.00\|14.91\|13.41\|616436;2026-05-11\|15.35\|2.95\|16.39\|16.40\|14.42\|1140495;2026-05-12\|15.78\|2.80\|14.90\|16.21\|14.28\|971084;2026-05-13\|15.29\|-3.11\|15.16\|16.11\|14.61\|704713;2026-05-14\|15.42\|0.85\|15.00\|16.82\|14.82\|967996;2026-05-15\|16.96\|9.99\|14.80\|16.96\|14.80\|763539;2026-05-18\|17.07\|0.65\|16.85\|18.25\|16.35\|1094444;2026-05-19\|16.47\|-3.51\|15.83\|17.49\|15.83\|812637;2026-05-20\|14.82\|-10.02\|16.29\|16.44\|14.82\|571428;2026-05-21\|13.86\|-6.48\|14.50\|14.82\|13.78\|697203;2026-05-22\|14.18\|2.31\|14.05\|14.97\|13.95\|513608;2026-05-25\|13.34\|-5.92\|14.40\|14.52\|13.26\|459718;2026-05-26\|14.14\|6.00\|13.97\|14.67\|13.97\|582690;2026-05-27\|12.73\|-9.97\|13.91\|13.99\|12.73\|447189;2026-05-28\|12.80\|0.55\|12.59\|13.28\|12.42\|471880;2026-05-29\|12.19\|-4.77\|12.83\|12.90\|12.15\|254018;2026-06-01\|12.28\|0.74\|12.13\|12.60\|11.98\|237833;2026-06-02\|12.58\|2.44\|12.48\|12.89\|12.07\|309089;2026-06-03\|12.25\|-2.62\|12.34\|12.68\|12.02\|319596;2026-06-04\|12.41\|1.31\|12.04\|12.62\|11.84\|285066;2026-06-05\|12.85\|3.55\|12.25\|13.20\|11.91\|469554;2026-06-08\|14.14\|10.04\|12.29\|14.14\|12.15\|577955;2026-06-09\|13.51\|-4.46\|14.38\|14.82\|13.41\|698339;2026-06-10\|12.89\|-4.59\|13.45\|13.68\|12.51\|494950;2026-06-11\|12.06\|-6.44\|12.50\|12.77\|11.90\|407562;2026-06-12\|11.83\|-1.91\|12.18\|12.36\|11.62\|349276;2026-06-15\|12.60\|6.51\|11.88\|12.93\|11.88\|342045;2026-06-16\|12.87\|2.14\|12.63\|13.02\|12.40\|279209;2026-06-17\|12.57\|-2.33\|12.65\|13.13\|12.50\|206509;2026-06-18\|12.54\|-0.24\|12.50\|12.77\|12.26\|189549;2026-06-22\|11.98\|-4.47\|12.40\|12.49\|11.55\|260000;2026-06-23\|12.00\|0.17\|11.85\|12.53\|11.70\|224149;2026-06-24\|11.68\|-2.67\|12.02\|12.07\|11.50\|195136;2026-06-25\|11.18\|-4.28\|11.56\|11.67\|11.15\|176918;2026-06-26\|10.81\|-3.31\|11.13\|11.17\|10.77\|147381;2026-06-29\|10.47\|-3.15\|10.69\|10.79\|10.20\|180803;2026-06-30\|10.87\|3.82\|10.55\|10.95\|10.43\|165175;2026-07-01\|11.02\|1.38\|10.97\|11.20\|10.83\|178846;2026-07-02\|11.01\|-0.09\|11.04\|11.77\|10.95\|245054;2026-07-03\|12.11\|9.99\|11.15\|12.11\|11.10\|294425;2026-07-06\|10.90\|-9.99\|12.22\|12.24\|10.90\|373801;2026-07-07\|10.27\|-5.78\|10.90\|11.29\|10.27\|281934;2026-07-08\|9.65\|-6.04\|10.28\|10.28\|9.64\|204441;2026-07-09\|9.57\|-0.83\|9.65\|9.78\|9.23\|153674;2026-07-10\|10.05\|5.02\|9.41\|10.53\|9.41\|302181;2026-07-13\|9.35\|-6.97\|9.95\|9.99\|9.31\|195534;2026-07-14\|9.30\|-0.53\|9.44\|9.46\|8.98\|138071;2026-07-15\|9.34\|0.43\|9.08\|9.52\|9.06\|124960;2026-07-16\|9.26\|-0.86\|9.19\|9.49\|9.18\|122038
111010	世卫组织：已启动应对汉坦病毒疫情行动	创新药CRO+实验猴涨价+股权激励行业原因：医药行业上市公司近期掀起回购潮，仅在今年二季度，已有超百家医药A股或H股上市公司披露回购或股份增持计划。公司原因： 1、据2026年5月19日业绩说明会及2026年4月30日一季报，公司2026年第一季度新签订单9.1亿元，同比大增111.6%；在手订单达31亿元，同比增长40.9%，连续两个季度高速增长。 2、据2026年5月19日业绩说明会及2026年5月26日互动易，非人灵长类实验动物市场价格回升，一季度带来生物资产公允价值变动收益2.46亿元；目前食蟹猴供应仍偏紧，需求回暖对利润形成积极贡献。 3、据2026年6月5日公告，公司董事会同意以19.17元/股的价格向280名激励对象授予316.23万股限制性股票，绑定核心人才助力长期发展。 4、据2026年5月19日机构调研，公司专注药物非临床安全性评价30年，具备NMPA、FDA、OECD等GLP资质，在ADC、细胞基因治疗等前沿领域保持国内领先地位。	国内创新药龙头，公司已将基于AI和行为组学的全自动行为学检测系统应用于多种CNS疾病模型如阿尔茨海默症、帕金森症和疼痛的评价中，支持了多个前沿药物如细胞治疗、基因治疗药物的非临床申报	2026-03-09\|33.18\|-0.54\|32.55\|33.46\|32.11\|124848;2026-03-10\|34.33\|3.47\|33.27\|34.61\|33.27\|133719;2026-03-11\|33.90\|-1.25\|35.09\|35.09\|33.75\|139315;2026-03-12\|33.38\|-1.53\|33.82\|34.20\|33.18\|98928;2026-03-13\|32.41\|-2.91\|33.28\|33.50\|32.36\|93116;2026-03-16\|32.58\|0.52\|32.39\|32.86\|31.73\|90128;2026-03-17\|29.32\|-10.01\|30.60\|30.60\|29.32\|288264;2026-03-18\|29.28\|-0.14\|28.72\|29.89\|28.60\|282105;2026-03-19\|28.55\|-2.49\|28.88\|29.24\|28.40\|150852;2026-03-20\|28.10\|-1.58\|28.51\|28.97\|28.10\|114890;2026-03-23\|26.50\|-5.69\|27.70\|28.00\|26.25\|183955;2026-03-24\|26.97\|1.77\|27.03\|27.21\|26.55\|190188;2026-03-25\|28.09\|4.15\|27.30\|28.40\|27.12\|144136;2026-03-26\|27.49\|-2.14\|28.15\|28.39\|27.32\|117257;2026-03-27\|30.24\|10.00\|27.24\|30.24\|27.02\|202060;2026-03-30\|32.10\|6.15\|30.47\|32.39\|30.40\|463225;2026-03-31\|34.20\|6.54\|32.00\|35.31\|31.99\|557743;2026-04-01\|36.96\|8.07\|34.24\|37.61\|33.00\|623739;2026-04-02\|36.45\|-1.38\|36.23\|37.40\|35.00\|485581;2026-04-03\|36.60\|0.41\|36.16\|37.25\|35.03\|436025;2026-04-07\|35.57\|-2.81\|36.49\|37.00\|34.87\|394581;2026-04-08\|35.95\|1.07\|36.27\|36.74\|35.34\|364566;2026-04-09\|37.00\|2.92\|35.95\|38.55\|35.66\|424746;2026-04-10\|38.28\|3.46\|37.01\|38.73\|36.80\|440505;2026-04-13\|36.34\|-5.07\|37.59\|37.65\|35.51\|376025;2026-04-14\|38.38\|5.61\|36.47\|38.38\|36.00\|400938;2026-04-15\|39.27\|2.32\|38.88\|39.97\|36.68\|562230;2026-04-16\|38.53\|-1.88\|38.88\|39.12\|37.50\|364903;2026-04-17\|36.93\|-4.15\|37.90\|38.09\|36.80\|320646;2026-04-20\|37.66\|1.98\|36.60\|38.20\|36.40\|264556;2026-04-21\|37.38\|-0.74\|37.88\|38.85\|37.01\|223202;2026-04-22\|37.72\|0.91\|37.01\|38.09\|36.64\|205053;2026-04-23\|37.30\|-1.11\|37.81\|37.89\|36.77\|207411;2026-04-24\|37.61\|0.83\|36.92\|38.95\|36.85\|366010;2026-04-27\|37.23\|-1.01\|37.22\|38.32\|36.80\|217043;2026-04-28\|39.95\|7.31\|37.79\|40.95\|37.74\|608301;2026-04-29\|38.64\|-3.28\|39.10\|39.20\|37.36\|433624;2026-04-30\|38.87\|0.60\|39.02\|39.98\|36.00\|500705;2026-05-06\|39.70\|2.14\|38.41\|39.75\|37.56\|429079;2026-05-07\|39.37\|-0.83\|39.70\|40.79\|38.85\|319501;2026-05-08\|38.61\|-1.93\|39.50\|39.85\|38.20\|247011;2026-05-11\|40.13\|3.94\|38.21\|40.58\|37.71\|431202;2026-05-12\|39.20\|-2.32\|39.90\|41.16\|38.70\|405030;2026-05-13\|39.48\|0.71\|39.10\|40.00\|37.33\|315323;2026-05-14\|37.95\|-3.88\|39.46\|39.96\|37.92\|279290;2026-05-15\|39.96\|5.30\|38.12\|41.75\|37.80\|650543;2026-05-18\|39.17\|-1.98\|39.98\|40.40\|38.90\|355930;2026-05-19\|38.43\|-1.89\|39.52\|40.90\|36.52\|392575;2026-05-20\|38.88\|1.17\|38.08\|39.68\|38.08\|308952;2026-05-21\|42.77\|10.01\|38.89\|42.77\|38.89\|607065;2026-05-22\|41.35\|-3.32\|42.47\|43.00\|40.46\|571069;2026-05-25\|40.94\|-0.99\|41.95\|42.99\|40.00\|383207;2026-05-26\|37.48\|-8.45\|40.70\|40.92\|36.90\|552942;2026-05-27\|36.84\|-1.71\|36.99\|37.24\|34.40\|425317;2026-05-28\|36.46\|-1.03\|36.70\|37.95\|35.78\|239759;2026-05-29\|35.17\|-3.54\|36.29\|37.19\|35.09\|286802;2026-06-01\|33.56\|-4.58\|34.67\|36.08\|33.50\|278209;2026-06-02\|32.97\|-1.76\|33.36\|33.76\|32.32\|201385;2026-06-03\|33.71\|2.24\|32.90\|34.48\|32.50\|194204;2026-06-04\|33.42\|-0.86\|33.56\|33.98\|33.00\|118353;2026-06-05\|32.60\|-2.45\|34.07\|34.35\|32.36\|216344;2026-06-08\|31.37\|-3.77\|31.61\|32.80\|31.00\|161994;2026-06-09\|31.43\|0.19\|31.68\|31.68\|30.70\|133375;2026-06-10\|31.91\|1.53\|31.22\|32.18\|31.22\|147201;2026-06-11\|31.39\|-1.63\|31.58\|32.44\|31.15\|136854;2026-06-12\|32.52\|3.60\|31.60\|32.93\|30.80\|190564;2026-06-15\|32.74\|0.68\|32.60\|32.85\|31.92\|185246;2026-06-16\|32.38\|-1.10\|32.70\|32.74\|31.91\|152797;2026-06-17\|32.42\|0.12\|32.28\|32.90\|32.10\|134637;2026-06-18\|35.66\|9.99\|32.30\|35.66\|32.20\|275854;2026-06-22\|36.67\|2.83\|35.03\|36.85\|34.13\|359057;2026-06-23\|36.53\|-0.38\|36.66\|38.28\|36.03\|328717;2026-06-24\|38.08\|4.24\|36.42\|39.05\|36.40\|374878;2026-06-25\|38.61\|1.39\|37.57\|39.21\|37.20\|302499;2026-06-26\|37.08\|-3.96\|38.01\|39.59\|36.56\|259899;2026-06-29\|39.60\|6.80\|37.08\|40.38\|37.08\|414588;2026-06-30\|38.22\|-3.19\|39.27\|39.47\|38.13\|311249;2026-07-01\|40.94\|7.12\|37.58\|41.37\|36.84\|446268;2026-07-02\|39.62\|-3.22\|40.45\|42.50\|39.51\|356545;2026-07-03\|40.56\|2.37\|40.33\|40.66\|38.85\|309919;2026-07-06\|41.24\|1.68\|39.80\|43.58\|39.22\|471351;2026-07-07\|39.23\|-4.87\|40.30\|40.77\|38.66\|352191;2026-07-08\|37.90\|-3.39\|39.23\|40.32\|37.66\|291280;2026-07-09\|39.29\|3.67\|37.80\|40.17\|37.28\|274516;2026-07-10\|43.22\|10.00\|38.65\|43.22\|38.64\|535749;2026-07-13\|43.01\|-0.49\|44.12\|46.85\|42.75\|683313;2026-07-14\|46.02\|7.00\|43.11\|46.43\|40.01\|691172;2026-07-15\|50.62\|10.00\|50.62\|50.62\|47.73\|436727;2026-07-16\|53.25\|5.20\|51.58\|55.68\|50.98\|1233037

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