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
117539	日本酸素上调氦气产品售价，平均涨幅超30%	燃气运营+氢能源+山东国资行业原因：当地时间3月2日，卡塔尔能源因遭袭击宣布停产LNG，占全球出口20%，欧洲气价一日暴涨50%，ICE英国NBP期货飙涨逾40%。公司原因： 1、据2026年2月2日互动易，公司通辽隆圣峰掺氢管道专项获顶尖专家评价一致通过，布局天然气掺氢技术转化。 2、据2025年半年度报告，公司聚焦天然气产业链，围绕天然气应用领域形成了燃气运营业务、LNG业务、燃气设备业务和分布式能源服务业务四大业务板块，其中以燃气运营业务和LNG业务为主，燃气设备业务和分布式能源服务业务为辅。 3、公司最终控制人为山东省国资委。	1、目前公司鄂尔多斯项目已实现5N级（99.999%）氦气稳定生产，技术成熟 2、全资子公司大连派思是 GE、西门子、三菱等龙头的核心辅机供应商，供应前置 / 辅助模块、掺氢输配系统等，切入北美 AI 数据中心轻燃机组配套； 3、山东省国资委旗下；主营业务为LNG业务、城镇燃气运营，以天然气发电为主的燃气设备制造以及分布式能源综合服务业务	2026-05-08\|11.85\|-9.20\|12.50\|12.86\|11.85\|1220744;2026-05-11\|12.10\|2.11\|12.09\|12.35\|11.99\|881786;2026-05-12\|11.28\|-6.78\|12.11\|12.27\|11.12\|846208;2026-05-13\|11.53\|2.22\|11.33\|11.58\|11.16\|665752;2026-05-14\|11.23\|-2.60\|11.55\|12.28\|11.18\|1124762;2026-05-15\|10.98\|-2.23\|11.01\|11.57\|10.60\|814972;2026-05-18\|11.12\|1.27\|11.00\|11.34\|10.73\|668609;2026-05-19\|10.71\|-3.69\|11.01\|11.13\|10.38\|661360;2026-05-20\|10.65\|-0.56\|10.62\|10.84\|10.37\|507420;2026-05-21\|9.88\|-7.23\|10.40\|10.47\|9.83\|581186;2026-05-22\|9.97\|0.91\|9.99\|10.01\|9.72\|339015;2026-05-25\|9.68\|-2.91\|9.80\|9.95\|9.56\|330569;2026-05-26\|9.39\|-3.00\|9.68\|9.68\|9.27\|294014;2026-05-27\|9.11\|-2.98\|9.33\|9.40\|9.02\|222948;2026-05-28\|9.08\|-0.33\|9.18\|9.27\|8.92\|221503;2026-05-29\|8.90\|-1.98\|9.12\|9.14\|8.81\|223672;2026-06-01\|9.25\|3.93\|8.93\|9.36\|8.91\|378933;2026-06-02\|9.05\|-2.16\|9.24\|9.48\|8.87\|328302;2026-06-03\|9.42\|4.09\|9.09\|9.47\|8.98\|458175;2026-06-04\|9.27\|-1.59\|9.32\|9.63\|9.14\|494285;2026-06-05\|8.88\|-4.21\|9.09\|9.29\|8.71\|440563;2026-06-08\|8.76\|-1.35\|8.93\|9.18\|8.74\|392501;2026-06-09\|8.48\|-3.20\|8.94\|9.00\|8.33\|368423;2026-06-10\|8.95\|5.54\|8.43\|9.33\|8.38\|687052;2026-06-11\|9.85\|10.06\|9.25\|9.85\|8.71\|869042;2026-06-12\|9.16\|-7.01\|9.40\|9.85\|9.11\|842694;2026-06-15\|8.77\|-4.26\|8.93\|9.05\|8.62\|556060;2026-06-16\|9.65\|10.03\|8.77\|9.65\|8.51\|610458;2026-06-17\|9.90\|2.59\|9.78\|10.10\|9.49\|917211;2026-06-18\|10.12\|2.22\|9.78\|10.25\|9.68\|711716;2026-06-22\|10.63\|5.04\|10.10\|10.74\|10.01\|741399;2026-06-23\|11.69\|9.97\|10.78\|11.69\|10.41\|1184858;2026-06-24\|10.52\|-10.01\|10.99\|10.99\|10.52\|364147;2026-06-25\|9.47\|-9.98\|9.60\|10.00\|9.47\|912215;2026-06-26\|8.81\|-6.97\|9.21\|9.51\|8.66\|706652;2026-06-29\|9.69\|9.99\|9.05\|9.69\|9.05\|837316;2026-06-30\|9.54\|-1.55\|9.33\|9.69\|8.97\|766414;2026-07-01\|9.94\|4.19\|9.65\|10.44\|9.65\|736418;2026-07-02\|9.75\|-1.91\|9.80\|10.30\|9.68\|529352;2026-07-03\|9.28\|-4.82\|9.75\|9.84\|9.27\|429782;2026-07-06\|8.63\|-7.00\|9.12\|9.26\|8.61\|359865;2026-07-07\|8.05\|-6.72\|8.69\|8.70\|8.01\|357777;2026-07-08\|7.81\|-2.98\|8.22\|8.26\|7.75\|304677;2026-07-09\|7.77\|-0.51\|7.82\|8.10\|7.65\|322871;2026-07-10\|7.77\|0.00\|7.68\|7.99\|7.55\|334965;2026-07-13\|8.55\|10.04\|8.55\|8.55\|8.55\|102408;2026-07-14\|8.87\|3.74\|9.30\|9.30\|8.32\|990941;2026-07-15\|8.43\|-4.96\|8.59\|9.05\|8.31\|764830;2026-07-16\|8.02\|-4.86\|8.17\|8.36\|8.00\|487168;2026-07-17\|8.47\|5.61\|8.01\|8.82\|8.01\|789211;2026-07-20\|8.73\|3.07\|8.16\|8.80\|8.10\|684267;2026-07-21\|8.00\|-8.36\|8.30\|8.33\|7.86\|645667;2026-07-22\|7.91\|-1.12\|7.78\|8.20\|7.72\|464874;2026-07-23\|8.70\|9.99\|7.98\|8.70\|7.98\|496898;2026-07-24\|8.94\|2.76\|8.88\|9.20\|8.63\|1024752;2026-07-27\|8.72\|-2.46\|8.44\|8.74\|8.11\|711141;2026-07-28\|8.49\|-2.64\|8.61\|8.86\|8.44\|496056;2026-07-29\|8.78\|3.42\|8.51\|8.93\|8.38\|587081;2026-07-30\|8.28\|-5.69\|8.78\|8.98\|8.21\|551895;2026-07-31\|8.40\|1.45\|8.20\|8.55\|8.11\|430716;2026-08-03\|8.56\|1.90\|8.31\|8.59\|8.24\|313014;2026-08-04\|8.77\|2.45\|8.69\|8.93\|8.60\|350891;2026-08-05\|8.98\|2.39\|8.78\|9.00\|8.71\|389775;2026-08-06\|9.26\|3.12\|8.95\|9.26\|8.81\|543267;2026-08-07\|9.10\|-1.73\|9.35\|9.35\|8.93\|470502;2026-08-10\|9.23\|1.43\|9.10\|9.31\|9.01\|348084;2026-08-11\|9.13\|-1.08\|9.33\|9.33\|9.08\|316942;2026-08-12\|9.06\|-0.77\|9.08\|9.14\|8.95\|240389;2026-08-13\|8.95\|-1.21\|9.10\|9.18\|8.95\|246996;2026-08-14\|8.86\|-1.01\|8.95\|9.02\|8.75\|202600;2026-08-17\|9.10\|2.71\|8.84\|9.10\|8.75\|193144;2026-08-18\|9.60\|5.49\|9.24\|10.01\|9.06\|791903;2026-08-19\|9.00\|-6.25\|9.48\|9.66\|8.95\|565220;2026-08-20\|8.67\|-3.67\|8.98\|9.06\|8.64\|345279;2026-08-21\|9.54\|10.03\|8.72\|9.54\|8.67\|441886;2026-08-24\|9.31\|-2.41\|9.35\|9.67\|9.22\|546800;2026-08-25\|10.24\|9.99\|9.42\|10.24\|9.35\|745704;2026-08-26\|10.05\|-1.86\|9.99\|10.17\|9.66\|868707;2026-08-27\|9.94\|-1.09\|10.01\|10.18\|9.81\|653982;2026-08-28\|9.78\|-1.61\|9.85\|10.00\|9.76\|544821;2026-08-31\|10.06\|2.86\|9.98\|10.26\|9.85\|797994;2026-09-01\|9.88\|-1.79\|10.00\|10.42\|9.84\|778374;2026-09-02\|10.14\|2.63\|10.20\|10.55\|9.90\|825786;2026-09-03\|9.20\|-9.27\|9.50\|9.76\|9.20\|724958;2026-09-04\|9.34\|1.52\|9.11\|9.80\|8.95\|589609;2026-09-07\|9.08\|-2.78\|9.30\|9.34\|9.00\|438213;2026-09-08\|9.50\|4.63\|9.10\|9.70\|8.99\|601890;2026-09-09\|9.41\|-0.95\|9.51\|9.70\|9.33\|464696;2026-09-10\|10.35\|9.99\|9.60\|10.35\|9.44\|1099828;2026-09-11\|9.92\|-4.15\|11.00\|11.30\|9.85\|1215320
117538	日本酸素上调氦气产品售价，平均涨幅超30%	六氟化钨+氟化工+一季报增长+央企行业原因：华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据2026年6月8日及6月10日互动易，公司现有六氟化钨产能600吨/年，一季度销量同比增长，近期受生产原料价格上涨带动产品价格上调，公司正抢抓市场机遇积极拓展国内外客户。 2、公司是国内氟化工行业龙头企业，具备完整氟化工产业链，主营高端氟材料、电子化学品等“3+1”核心业务，产品涵盖制冷剂、氟树脂、氟橡胶等。 3、据2026年4月30日披露的一季报，公司2026年一季度实现营收42.31亿元，同比增长34.02%；归母净利润3.08亿元，同比增长66.73%。 4、据2025年年报及2026年6月18日公告，公司最终控制人为国务院国有资产监督管理委员会；控股股东中国昊华近期协议受让一致行动人持有的1.56%股份，完成后直接持股升至47.31%。	公司是国内氟化工龙头，所属昊华气体是国内特种气体行业内的技术领先企业，拥有国家重要的特种气体研究生产基地，主要产品有三氟化氮、四氟化碳、六氟化硫、六氟化钨、六氟丙烷、硒化氢、硫化氢、溴化氢等，总产能达万吨级，部分产品国内市场占有率高达60%，产品主要应用于集成电路、平板显示和太阳能光伏等制造领域	2026-05-08\|34.32\|-3.87\|35.35\|35.51\|34.30\|175599;2026-05-11\|34.91\|1.72\|34.34\|35.08\|33.80\|146714;2026-05-12\|33.30\|-4.61\|34.91\|34.91\|32.80\|213718;2026-05-13\|35.24\|5.83\|32.90\|35.58\|32.62\|213068;2026-05-14\|36.66\|4.03\|35.88\|37.30\|35.60\|384061;2026-05-15\|36.93\|0.74\|37.49\|38.43\|36.68\|367643;2026-05-18\|35.41\|-4.12\|37.12\|37.20\|35.12\|285354;2026-05-19\|34.81\|-1.69\|34.88\|35.26\|33.81\|220572;2026-05-20\|35.97\|3.33\|34.78\|36.99\|34.59\|276723;2026-05-21\|35.06\|-2.53\|36.30\|37.22\|35.00\|252328;2026-05-22\|36.47\|4.02\|35.06\|36.57\|35.01\|201716;2026-05-25\|35.68\|-2.17\|36.40\|36.99\|35.11\|220752;2026-05-26\|39.25\|10.01\|35.41\|39.25\|35.16\|366757;2026-05-27\|40.00\|1.91\|40.87\|42.94\|39.71\|595775;2026-05-28\|40.38\|0.95\|39.89\|40.65\|38.49\|429475;2026-05-29\|38.70\|-4.16\|40.99\|42.23\|38.44\|407259;2026-06-01\|40.88\|5.63\|39.47\|42.57\|39.47\|525097;2026-06-02\|43.41\|6.19\|42.00\|44.53\|41.01\|698121;2026-06-03\|41.65\|-4.05\|42.80\|44.49\|41.00\|676732;2026-06-04\|43.56\|4.59\|40.66\|45.50\|40.51\|648555;2026-06-05\|46.60\|6.98\|44.66\|47.92\|43.26\|743602;2026-06-08\|50.22\|7.77\|45.50\|51.26\|45.50\|1020374;2026-06-09\|52.80\|5.14\|50.60\|53.64\|49.03\|1041168;2026-06-10\|58.08\|10.00\|54.00\|58.08\|53.53\|621655;2026-06-11\|63.89\|10.00\|63.89\|63.89\|61.00\|798379;2026-06-12\|57.15\|-10.00\|63.18\|63.25\|57.15\|1130784;2026-06-15\|56.27\|-1.54\|57.10\|57.85\|52.89\|1078692;2026-06-16\|58.00\|3.07\|57.21\|61.58\|57.00\|1088290;2026-06-17\|63.80\|10.00\|57.00\|63.80\|55.14\|1140442;2026-06-18\|65.16\|2.13\|64.65\|66.99\|61.00\|1036304;2026-06-22\|70.22\|7.77\|67.00\|71.40\|65.50\|975888;2026-06-23\|66.34\|-5.53\|68.55\|73.03\|66.01\|872298;2026-06-24\|67.15\|1.22\|64.89\|68.93\|64.40\|774878;2026-06-25\|68.40\|1.86\|66.28\|70.05\|64.50\|807787;2026-06-26\|62.30\|-8.92\|69.00\|69.12\|61.56\|786073;2026-06-29\|68.53\|10.00\|62.05\|68.53\|58.61\|908881;2026-06-30\|75.38\|10.00\|71.77\|75.38\|69.54\|1020717;2026-07-01\|81.00\|7.46\|76.81\|82.92\|76.81\|1366671;2026-07-02\|82.17\|1.44\|76.81\|88.10\|73.82\|1161193;2026-07-03\|76.01\|-7.50\|82.00\|85.80\|73.95\|1066836;2026-07-06\|68.41\|-10.00\|76.88\|79.80\|68.41\|960412;2026-07-07\|65.57\|-4.15\|66.88\|68.41\|64.01\|697116;2026-07-08\|62.51\|-4.67\|65.00\|66.69\|61.00\|653744;2026-07-09\|66.20\|5.90\|63.88\|66.66\|61.63\|736761;2026-07-10\|60.58\|-8.49\|66.25\|70.50\|60.53\|955243;2026-07-13\|54.59\|-9.89\|59.06\|62.00\|54.52\|741591;2026-07-14\|55.70\|2.03\|54.58\|56.44\|53.33\|566383;2026-07-15\|52.03\|-6.59\|55.99\|56.49\|51.82\|494684;2026-07-16\|48.68\|-6.44\|51.07\|51.80\|48.22\|454885;2026-07-17\|46.88\|-3.70\|48.42\|50.91\|46.55\|542499;2026-07-20\|42.19\|-10.00\|48.19\|48.65\|42.19\|569161;2026-07-21\|44.98\|6.61\|42.20\|45.09\|38.56\|767179;2026-07-22\|44.27\|-1.58\|44.00\|45.98\|43.50\|537431;2026-07-23\|44.33\|0.14\|44.33\|45.14\|43.53\|351226;2026-07-24\|43.70\|-1.42\|43.11\|45.80\|42.81\|534176;2026-07-27\|45.95\|5.15\|43.70\|45.95\|42.68\|613636;2026-07-28\|42.39\|-7.75\|44.41\|45.51\|42.00\|507393;2026-07-29\|43.16\|1.82\|42.50\|43.98\|40.42\|585083;2026-07-30\|40.26\|-6.72\|43.01\|43.10\|39.09\|516502;2026-07-31\|39.85\|-1.02\|42.90\|43.44\|39.78\|568687;2026-08-03\|37.70\|-5.40\|38.60\|39.59\|37.50\|426041;2026-08-04\|41.47\|10.00\|38.03\|41.47\|37.82\|458255;2026-08-05\|44.07\|6.27\|41.70\|44.66\|41.40\|690655;2026-08-06\|48.26\|9.51\|43.90\|48.48\|43.35\|883431;2026-08-07\|49.09\|1.72\|47.05\|50.23\|46.90\|1037835;2026-08-10\|48.83\|-0.53\|49.08\|49.48\|47.20\|771887;2026-08-11\|47.68\|-2.36\|48.39\|49.45\|47.24\|535293;2026-08-12\|47.90\|0.46\|47.99\|48.15\|46.80\|518671;2026-08-13\|48.84\|1.96\|48.94\|51.53\|48.67\|761123;2026-08-14\|48.70\|-0.29\|49.00\|50.08\|47.80\|533393;2026-08-17\|50.28\|3.24\|48.71\|50.31\|48.20\|552125;2026-08-18\|49.36\|-1.83\|50.29\|51.40\|48.80\|535438;2026-08-19\|45.65\|-7.52\|47.37\|48.95\|45.36\|597414;2026-08-20\|44.54\|-2.43\|46.30\|46.40\|44.01\|421762;2026-08-21\|47.24\|6.06\|44.78\|47.55\|44.16\|552695;2026-08-24\|44.20\|-6.44\|46.66\|47.25\|43.10\|449449;2026-08-25\|43.34\|-1.95\|42.51\|44.20\|42.01\|372832;2026-08-26\|44.05\|1.64\|43.51\|45.13\|42.77\|378684;2026-08-27\|48.46\|10.01\|45.20\|48.46\|45.20\|299061;2026-08-28\|53.31\|10.01\|53.31\|53.31\|52.60\|558371;2026-08-31\|53.01\|-0.56\|51.35\|54.65\|51.23\|1496689;2026-09-01\|48.86\|-7.83\|52.39\|52.87\|48.60\|1001107;2026-09-02\|50.44\|3.23\|48.50\|52.50\|47.90\|1065606;2026-09-03\|48.63\|-3.59\|50.70\|52.36\|47.35\|874343;2026-09-04\|45.75\|-5.92\|49.15\|50.10\|45.40\|783282;2026-09-07\|47.57\|3.98\|46.88\|48.04\|45.79\|634543;2026-09-08\|46.49\|-2.27\|48.03\|48.39\|46.26\|585920;2026-09-09\|47.29\|1.72\|47.02\|48.42\|46.60\|572230;2026-09-10\|48.22\|1.97\|46.68\|48.98\|46.61\|643226;2026-09-11\|45.39\|-5.87\|47.00\|47.00\|43.88\|669567
117537	日本酸素上调氦气产品售价，平均涨幅超30%	电子特气+氦气+ASML认证行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2025年年度报告，公司持续加快电子特气产品的市场拓展，开发生产多种芯片半导体领域特需的电子特种气体。 2、据2025年年度报告，公司高品质电子特种气体已得到国内外多家客户的认可，光刻气产品已获得ASML子公司Cymer公司、日本GIGAPHOTON株式会社认证。 3、据2025年5月23日互动易，氦气广泛应用于航天航空、医疗、半导体、光纤等领域。公司高纯氦气产品主要采取以销定产的生产模式，根据市场及客户需求安排生产。 4、据2025年年度报告，公司主要产品有高纯二氧化碳、氢气、液化气、戊烷、特种气体等，食品级液体二氧化碳产品已通过可口可乐和百事可乐的认证并被确认为策略供应商。	1、公司工业气体业务涵盖传统工业气体和电子特种气体两部分； 2、子公司凯美特电子特种气体公司光刻气产品获ASML子公司Cymer公司合格供应商认证函	2026-05-08\|19.29\|-3.02\|19.67\|19.69\|19.28\|438040;2026-05-11\|19.58\|1.50\|19.30\|19.75\|19.30\|352152;2026-05-12\|18.62\|-4.90\|19.50\|19.50\|18.60\|442336;2026-05-13\|18.84\|1.18\|18.44\|18.98\|18.25\|243312;2026-05-14\|19.91\|5.68\|18.86\|20.70\|18.85\|898568;2026-05-15\|19.96\|0.25\|19.35\|20.68\|19.01\|747134;2026-05-18\|19.20\|-3.81\|19.66\|19.96\|19.02\|434955;2026-05-19\|18.79\|-2.14\|19.37\|19.38\|18.38\|402619;2026-05-20\|19.09\|1.60\|18.65\|19.45\|18.06\|472886;2026-05-21\|18.00\|-5.71\|18.97\|19.25\|17.98\|502775;2026-05-22\|18.03\|0.17\|17.82\|18.15\|17.61\|211177;2026-05-25\|17.80\|-1.28\|17.77\|18.04\|17.67\|198924;2026-05-26\|17.15\|-3.65\|17.81\|17.89\|17.05\|225892;2026-05-27\|16.04\|-6.20\|17.03\|17.10\|16.02\|296366;2026-05-28\|16.19\|0.94\|15.82\|16.37\|15.75\|161845;2026-05-29\|15.22\|-5.99\|16.19\|16.19\|15.11\|259700;2026-06-01\|15.32\|0.66\|15.08\|15.55\|15.01\|142529;2026-06-02\|15.46\|0.91\|15.30\|15.55\|14.85\|189827;2026-06-03\|15.75\|1.88\|15.45\|15.91\|15.38\|222491;2026-06-04\|16.50\|4.76\|15.59\|16.63\|15.51\|380046;2026-06-05\|15.99\|-3.09\|16.44\|16.44\|15.83\|253783;2026-06-08\|15.40\|-3.69\|15.35\|15.94\|15.20\|174315;2026-06-09\|15.76\|2.34\|15.53\|15.85\|15.17\|199870;2026-06-10\|16.50\|4.70\|15.60\|17.10\|15.58\|421070;2026-06-11\|18.15\|10.00\|16.76\|18.15\|16.75\|721151;2026-06-12\|17.35\|-4.41\|18.00\|18.35\|16.91\|749514;2026-06-15\|17.21\|-0.81\|16.99\|17.22\|16.69\|436989;2026-06-16\|17.83\|3.60\|17.23\|17.85\|16.91\|542386;2026-06-17\|17.12\|-3.98\|17.33\|17.45\|17.00\|401203;2026-06-18\|16.22\|-5.26\|16.88\|16.88\|16.08\|388091;2026-06-22\|16.97\|4.62\|16.22\|17.34\|16.00\|417730;2026-06-23\|18.67\|10.02\|17.28\|18.67\|17.12\|568314;2026-06-24\|19.44\|4.12\|18.84\|20.00\|18.50\|1223607;2026-06-25\|19.81\|1.90\|19.21\|20.18\|18.86\|986456;2026-06-26\|18.99\|-4.14\|19.27\|20.28\|18.93\|780643;2026-06-29\|20.89\|10.01\|20.89\|20.89\|20.33\|613219;2026-06-30\|21.05\|0.77\|21.50\|22.00\|19.93\|1381854;2026-07-01\|22.33\|6.08\|21.05\|22.68\|20.69\|1259934;2026-07-02\|20.88\|-6.49\|20.69\|21.99\|20.10\|1021289;2026-07-03\|18.82\|-9.87\|20.50\|20.70\|18.80\|905062;2026-07-06\|17.61\|-6.43\|19.20\|19.22\|17.53\|601905;2026-07-07\|17.07\|-3.07\|17.37\|17.75\|16.91\|359468;2026-07-08\|16.27\|-4.69\|16.91\|17.03\|16.25\|328055;2026-07-09\|16.68\|2.52\|16.38\|16.72\|15.92\|390664;2026-07-10\|16.31\|-2.22\|16.53\|17.01\|16.30\|473231;2026-07-13\|17.88\|9.63\|17.51\|17.94\|17.04\|1009241;2026-07-14\|16.09\|-10.01\|16.67\|16.80\|16.09\|705848;2026-07-15\|14.81\|-7.96\|15.15\|15.43\|14.73\|561104;2026-07-16\|14.19\|-4.19\|14.50\|14.76\|14.08\|394597;2026-07-17\|13.76\|-3.03\|14.02\|14.55\|13.69\|418676;2026-07-20\|12.68\|-7.85\|13.76\|13.93\|12.52\|479273;2026-07-21\|13.16\|3.79\|12.68\|13.16\|11.97\|439469;2026-07-22\|12.96\|-1.52\|12.91\|13.09\|12.78\|290934;2026-07-23\|13.19\|1.77\|12.89\|13.19\|12.85\|237130;2026-07-24\|13.10\|-0.68\|12.97\|13.35\|12.91\|284157;2026-07-27\|13.65\|4.20\|12.96\|13.68\|12.90\|321669;2026-07-28\|14.01\|2.64\|15.01\|15.01\|13.71\|660468;2026-07-29\|13.18\|-5.92\|13.53\|13.74\|12.75\|503313;2026-07-30\|12.54\|-4.86\|13.01\|13.17\|12.53\|346171;2026-07-31\|12.87\|2.63\|12.94\|13.25\|12.84\|314010;2026-08-03\|13.13\|2.02\|12.88\|13.16\|12.71\|221586;2026-08-04\|13.48\|2.67\|13.15\|13.53\|13.08\|260336;2026-08-05\|14.01\|3.93\|13.37\|14.06\|13.27\|366156;2026-08-06\|14.47\|3.28\|13.89\|14.62\|13.76\|508192;2026-08-07\|14.40\|-0.48\|14.30\|14.43\|13.95\|399235;2026-08-10\|14.76\|2.50\|14.40\|14.78\|14.40\|364926;2026-08-11\|14.55\|-1.42\|14.70\|14.72\|14.42\|228381;2026-08-12\|14.63\|0.55\|14.50\|14.69\|14.45\|179641;2026-08-13\|14.31\|-2.19\|14.69\|14.76\|14.31\|205500;2026-08-14\|14.37\|0.42\|14.44\|14.49\|14.18\|145404;2026-08-17\|14.58\|1.46\|14.38\|14.58\|14.15\|160093;2026-08-18\|14.34\|-1.65\|14.55\|14.62\|14.23\|157058;2026-08-19\|13.80\|-3.77\|14.04\|14.25\|13.73\|192623;2026-08-20\|13.57\|-1.67\|13.91\|14.00\|13.51\|126688;2026-08-21\|13.73\|1.18\|13.57\|13.93\|13.40\|154676;2026-08-24\|13.44\|-2.11\|13.60\|13.77\|13.27\|144543;2026-08-25\|13.36\|-0.60\|13.27\|13.44\|13.14\|115590;2026-08-26\|13.62\|1.95\|13.40\|14.00\|13.27\|237198;2026-08-27\|14.17\|4.04\|13.51\|14.38\|13.46\|370549;2026-08-28\|14.36\|1.34\|14.14\|14.73\|14.10\|327388;2026-08-31\|14.40\|0.28\|14.17\|14.42\|14.01\|209188;2026-09-01\|14.29\|-0.76\|14.40\|14.58\|14.12\|179216;2026-09-02\|14.02\|-1.89\|14.13\|14.21\|14.00\|123688;2026-09-03\|14.07\|0.36\|14.07\|14.35\|13.91\|187278;2026-09-04\|13.82\|-1.78\|14.07\|14.28\|13.76\|157932;2026-09-07\|13.83\|0.07\|13.82\|13.95\|13.76\|114992;2026-09-08\|13.83\|0.00\|13.97\|14.08\|13.77\|148719;2026-09-09\|13.66\|-1.23\|13.74\|13.95\|13.61\|123052;2026-09-10\|13.47\|-1.39\|13.56\|13.68\|13.40\|89583;2026-09-11\|13.12\|-2.60\|13.37\|13.37\|12.79\|148306
117536	日本酸素上调氦气产品售价，平均涨幅超30%	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	1、公司子公司成都科美特专注于含氟类特种气体的研产销，主要产品为六氟化硫和四氟化碳，目前为合肥长鑫供应含氟类特种气体； 2、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	2026-05-08\|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;2026-07-17\|145.00\|-7.05\|158.24\|160.77\|144.00\|366828;2026-07-20\|130.50\|-10.00\|149.11\|150.00\|130.50\|261485;2026-07-21\|143.55\|10.00\|132.00\|143.55\|117.45\|456994;2026-07-22\|149.86\|4.40\|146.42\|157.91\|146.40\|492182;2026-07-23\|149.07\|-0.53\|151.98\|154.36\|144.31\|333068;2026-07-24\|153.95\|3.27\|146.50\|158.75\|145.00\|417189;2026-07-27\|169.35\|10.00\|154.20\|169.35\|153.00\|524016;2026-07-28\|166.43\|-1.72\|163.70\|175.30\|159.00\|581710;2026-07-29\|152.18\|-8.56\|160.00\|162.80\|149.79\|516848;2026-07-30\|136.96\|-10.00\|147.99\|149.96\|136.96\|388356;2026-07-31\|133.80\|-2.31\|150.00\|150.00\|133.01\|481449;2026-08-03\|120.91\|-9.63\|130.00\|131.66\|120.42\|384574;2026-08-04\|129.48\|7.09\|122.01\|130.64\|118.94\|401298;2026-08-05\|140.62\|8.60\|128.00\|142.43\|128.00\|427991;2026-08-06\|145.01\|3.12\|135.03\|148.17\|135.02\|386812;2026-08-07\|148.78\|2.60\|145.01\|150.95\|142.51\|316285;2026-08-10\|155.24\|4.34\|152.00\|155.55\|146.30\|351494;2026-08-11\|150.29\|-3.19\|151.41\|156.30\|148.02\|289600;2026-08-12\|155.19\|3.26\|153.50\|158.66\|152.00\|283434;2026-08-13\|149.50\|-3.67\|158.10\|158.60\|149.38\|324574;2026-08-14\|151.22\|1.15\|152.01\|153.50\|147.17\|226483;2026-08-17\|159.01\|5.15\|151.16\|159.44\|149.88\|290225;2026-08-18\|158.86\|-0.09\|160.95\|163.19\|155.50\|271968;2026-08-19\|142.97\|-10.00\|147.04\|152.99\|142.97\|271395;2026-08-20\|138.38\|-3.21\|140.41\|143.45\|136.61\|249985;2026-08-21\|138.50\|0.09\|137.89\|140.88\|135.46\|190766;2026-08-24\|140.59\|1.51\|139.30\|144.01\|136.60\|241750;2026-08-25\|137.19\|-2.42\|135.20\|139.50\|130.18\|217640;2026-08-26\|135.23\|-1.43\|137.60\|137.74\|132.00\|182359;2026-08-27\|143.91\|6.42\|137.03\|144.00\|136.15\|198869;2026-08-28\|142.06\|-1.29\|144.41\|148.30\|141.91\|173369;2026-08-31\|142.37\|0.22\|139.18\|143.54\|136.16\|185612;2026-09-01\|134.23\|-5.72\|143.88\|144.58\|134.00\|180211;2026-09-02\|130.84\|-2.53\|131.32\|133.22\|129.64\|127754;2026-09-03\|131.60\|0.58\|133.21\|133.96\|129.86\|104163;2026-09-04\|126.62\|-3.78\|132.43\|132.99\|125.27\|142510;2026-09-07\|131.00\|3.46\|128.72\|131.99\|128.00\|137498;2026-09-08\|132.12\|0.85\|133.30\|137.33\|130.04\|218402;2026-09-09\|131.52\|-0.45\|132.51\|134.55\|130.50\|137661;2026-09-10\|133.48\|1.49\|131.24\|136.90\|129.00\|197423;2026-09-11\|129.99\|-2.61\|130.00\|131.33\|125.30\|177702
117535	我国核聚变堆超导磁体研发取得重要突破	涨停揭秘：我国核聚变堆超导磁体研发取得重要突破，国力电子作为速调管及氢闸流管核心供应商获市场高度关注；涨停缘由：公司已中标中科院高能物理研究所速调管采购项目，回旋管等加热系统关键部件研发进展顺利；CRAFT及ITER项目持续推进，设备交付周期明确；真空电容器产品在聚变装置中不可替代；资金逻辑：涨停当日主力资金净流入超8000万元，特大单占比超四成，融资余额单日增长逾2000万元，显示产业资本与杠杆资金共振；风险提示：核聚变产业化尚处工程验证阶段，订单规模与节奏存在不确定性；公司营收体量较小，业绩弹性易受单一项目影响	公司在可控核聚变领域主要产品包括氢闸流管、速调管及真空电容器等，正推进回旋管等加热系统核心部件研发，并已中标中科院高能物理研究所速调管采购项目	2026-05-08\|59.99\|0.79\|59.62\|60.38\|58.86\|12680;2026-05-11\|64.19\|7.00\|59.99\|65.89\|59.73\|44478;2026-05-12\|62.90\|-2.01\|64.11\|64.11\|62.06\|22356;2026-05-13\|65.86\|4.71\|62.00\|67.00\|62.00\|38050;2026-05-14\|64.03\|-2.78\|65.39\|66.92\|64.02\|20134;2026-05-15\|64.66\|0.98\|64.04\|65.54\|63.22\|22913;2026-05-18\|65.21\|0.85\|64.97\|66.77\|63.37\|21605;2026-05-19\|65.97\|1.17\|65.89\|66.09\|64.44\|16769;2026-05-20\|66.75\|1.18\|66.00\|66.80\|64.87\|18422;2026-05-21\|65.12\|-2.44\|67.50\|70.50\|65.00\|41911;2026-05-22\|67.89\|4.25\|65.15\|69.14\|64.86\|23431;2026-05-25\|66.95\|-1.38\|67.90\|68.50\|66.43\|21224;2026-05-26\|64.86\|-3.12\|67.22\|67.22\|63.50\|26992;2026-05-27\|64.60\|-0.40\|64.34\|65.75\|63.65\|18628;2026-05-28\|68.90\|6.66\|63.81\|69.50\|63.81\|37415;2026-05-29\|63.64\|-7.63\|68.71\|68.89\|63.10\|32699;2026-06-01\|62.05\|-2.50\|63.55\|64.98\|61.14\|24541;2026-06-02\|62.24\|0.31\|61.65\|63.46\|58.80\|26562;2026-06-03\|61.89\|-0.56\|62.23\|64.37\|61.02\|19384;2026-06-04\|61.95\|0.10\|60.91\|64.07\|60.61\|17911;2026-06-05\|62.00\|0.08\|61.95\|63.86\|59.81\|22614;2026-06-08\|57.87\|-6.66\|56.00\|60.65\|56.00\|27859;2026-06-09\|60.70\|4.89\|58.00\|62.00\|57.11\|33946;2026-06-10\|58.90\|-2.97\|60.10\|61.46\|57.40\|19944;2026-06-11\|60.43\|2.60\|58.09\|61.38\|58.06\|26426;2026-06-12\|58.57\|-3.08\|61.51\|61.75\|57.65\|22881;2026-06-15\|62.39\|6.52\|58.32\|62.49\|58.32\|34347;2026-06-16\|62.75\|0.58\|62.40\|63.68\|61.52\|16671;2026-06-17\|64.03\|2.04\|62.35\|64.30\|62.20\|18183;2026-06-18\|64.64\|0.95\|64.03\|66.50\|63.45\|20997;2026-06-22\|64.20\|-0.68\|65.13\|67.10\|63.08\|34207;2026-06-23\|62.49\|-2.66\|64.56\|65.50\|61.67\|26354;2026-06-24\|60.04\|-3.92\|62.00\|63.11\|59.11\|27171;2026-06-25\|58.45\|-2.65\|59.90\|61.15\|57.99\|25846;2026-06-26\|59.66\|2.07\|59.60\|61.61\|57.51\|40547;2026-06-29\|66.88\|12.10\|60.27\|68.10\|60.25\|74274;2026-06-30\|74.41\|11.26\|66.78\|76.60\|66.43\|65625;2026-07-01\|69.62\|-6.44\|73.55\|75.55\|68.71\|58433;2026-07-02\|74.85\|7.51\|68.00\|77.00\|66.08\|69100;2026-07-03\|73.01\|-2.16\|76.01\|77.99\|71.43\|51634;2026-07-06\|85.26\|16.78\|71.51\|87.61\|71.51\|90668;2026-07-07\|88.95\|4.33\|86.71\|93.00\|82.90\|91891;2026-07-08\|87.70\|-1.41\|88.14\|91.00\|85.00\|68249;2026-07-09\|100.97\|15.13\|93.00\|102.55\|86.11\|113593;2026-07-10\|103.00\|2.01\|101.46\|112.99\|100.00\|116933;2026-07-13\|93.46\|-9.26\|98.17\|102.01\|92.10\|79021;2026-07-14\|94.93\|1.57\|96.41\|99.43\|86.20\|79154;2026-07-15\|96.99\|2.17\|98.92\|104.35\|95.11\|73684;2026-07-16\|92.50\|-4.63\|92.00\|97.55\|89.88\|66612;2026-07-17\|82.80\|-10.49\|91.01\|93.86\|82.01\|61357;2026-07-20\|73.50\|-11.23\|85.08\|85.70\|70.73\|86292;2026-07-21\|80.78\|9.90\|74.15\|81.65\|67.80\|68829;2026-07-22\|76.45\|-5.36\|80.20\|81.80\|75.70\|53075;2026-07-23\|74.86\|-2.08\|76.68\|77.85\|74.43\|40535;2026-07-24\|72.60\|-3.02\|74.86\|76.81\|72.18\|33098;2026-07-27\|72.99\|0.54\|72.01\|73.86\|70.58\|31151;2026-07-28\|64.35\|-11.84\|72.70\|72.85\|64.00\|51583;2026-07-29\|61.32\|-4.71\|65.00\|65.00\|58.68\|69207;2026-07-30\|58.20\|-5.09\|60.70\|65.51\|58.20\|67300;2026-07-31\|61.17\|5.10\|61.88\|64.85\|61.16\|56947;2026-08-03\|62.64\|2.40\|61.90\|64.28\|60.00\|47391;2026-08-04\|65.41\|4.42\|63.99\|66.49\|62.00\|38434;2026-08-05\|69.88\|6.83\|66.63\|70.29\|65.23\|41341;2026-08-06\|74.56\|6.70\|69.00\|74.56\|67.78\|39973;2026-08-07\|76.89\|3.12\|74.58\|78.67\|73.50\|41830;2026-08-10\|77.21\|0.42\|77.00\|78.39\|74.53\|26541;2026-08-11\|77.79\|0.75\|77.62\|80.33\|75.55\|35688;2026-08-12\|77.50\|-0.37\|77.70\|79.50\|76.47\|23895;2026-08-13\|75.52\|-2.55\|78.88\|80.88\|75.36\|26809;2026-08-14\|76.21\|0.91\|75.04\|77.84\|73.28\|28179;2026-08-17\|79.68\|4.55\|75.98\|80.99\|75.06\|27279;2026-08-18\|77.15\|-3.18\|79.35\|79.87\|76.01\|25766;2026-08-19\|71.01\|-7.96\|74.74\|76.05\|70.20\|33439;2026-08-20\|74.04\|4.27\|73.00\|77.23\|72.50\|32802;2026-08-21\|74.93\|1.20\|73.38\|76.30\|72.68\|19983;2026-08-24\|74.13\|-1.07\|74.56\|75.81\|72.00\|23800;2026-08-25\|73.65\|-0.65\|74.53\|74.53\|70.46\|20086;2026-08-26\|72.58\|-1.45\|75.11\|75.11\|71.70\|19730;2026-08-27\|77.22\|6.39\|73.48\|77.46\|72.76\|28462;2026-08-28\|74.84\|-3.08\|76.24\|79.29\|74.80\|22690;2026-08-31\|75.05\|0.28\|73.52\|75.65\|72.31\|17203;2026-09-01\|73.67\|-1.84\|75.66\|76.95\|73.11\|22356;2026-09-02\|71.26\|-3.27\|72.68\|72.85\|70.40\|22970;2026-09-03\|73.32\|2.89\|71.27\|74.38\|70.88\|18606;2026-09-04\|70.15\|-4.32\|74.00\|74.99\|69.00\|21873;2026-09-07\|71.80\|2.35\|70.59\|72.69\|70.31\|16633;2026-09-08\|70.09\|-2.38\|71.70\|71.70\|69.81\|13279;2026-09-09\|71.24\|1.64\|69.88\|72.80\|69.88\|17600;2026-09-10\|69.83\|-1.98\|70.70\|71.30\|69.69\|15488;2026-09-11\|67.82\|-2.88\|69.70\|69.80\|65.50\|19593
117534	我国核聚变堆超导磁体研发取得重要突破	涨停揭秘：核聚变超导磁体技术突破催化，西部超导作为ITER低温超导线材唯一中国供应商获资金抢筹；涨停缘由：公司是ITER计划低温超导线材唯一中国供应商，已完成CRAFT项目交付并启动BEST项目批量供货；国内聚变装置EAST、HL-2M等持续依赖其高性能Nb3Sn及NbTi线材；高温超导带材研发取得阶段性成果；资金逻辑：涨停当日主力资金净流入超1.2亿元，特大单与大单合计占比超七成，融资融券余额突破百亿，机构持仓比例持续上升；风险提示：ITER项目周期长、付款节奏慢，应收账款周转压力较大；国际地缘因素可能影响出口交付稳定性	公司是 ITER 计划低温超导线材的唯一中国供应商，已完成国内核聚变 CRAFT 项目用超导线材交付，并开始为 BEST 聚变项目批量供货，其产品是 EAST 等核聚变装置的关键材料	2026-05-08\|67.84\|-0.01\|67.58\|68.08\|66.66\|138604;2026-05-11\|68.56\|1.06\|69.08\|70.13\|68.11\|169052;2026-05-12\|66.95\|-2.35\|68.80\|68.97\|66.58\|144396;2026-05-13\|67.78\|1.24\|66.50\|68.18\|66.34\|130360;2026-05-14\|64.86\|-4.31\|67.93\|68.46\|64.86\|152447;2026-05-15\|63.41\|-2.24\|64.86\|65.34\|63.00\|150205;2026-05-18\|63.44\|0.05\|62.93\|64.46\|62.66\|95241;2026-05-19\|63.48\|0.06\|63.82\|63.90\|61.95\|110986;2026-05-20\|62.70\|-1.23\|63.11\|63.33\|62.14\|105670;2026-05-21\|62.25\|-0.72\|63.04\|66.33\|62.12\|204616;2026-05-22\|63.83\|2.54\|65.00\|65.86\|63.03\|165275;2026-05-25\|73.29\|14.82\|64.89\|73.88\|64.17\|434926;2026-05-26\|69.74\|-4.84\|71.95\|72.00\|68.87\|313761;2026-05-27\|70.21\|0.67\|69.08\|72.50\|69.00\|263174;2026-05-28\|72.87\|3.79\|70.73\|73.73\|70.25\|303528;2026-05-29\|67.56\|-7.29\|72.50\|73.72\|67.51\|264719;2026-06-01\|67.32\|-0.36\|67.20\|69.58\|66.89\|160527;2026-06-02\|64.21\|-4.62\|67.71\|67.90\|63.02\|184036;2026-06-03\|63.90\|-0.48\|64.00\|66.46\|62.68\|207987;2026-06-04\|63.01\|-1.39\|62.94\|63.88\|62.00\|141861;2026-06-05\|60.69\|-3.68\|63.50\|63.68\|60.68\|173166;2026-06-08\|55.61\|-8.37\|58.90\|59.58\|55.34\|233490;2026-06-09\|56.44\|1.49\|56.05\|56.72\|54.72\|161938;2026-06-10\|53.90\|-4.50\|55.80\|55.90\|53.53\|166745;2026-06-11\|53.70\|-0.37\|53.60\|54.43\|53.01\|112411;2026-06-12\|54.41\|1.32\|54.58\|56.10\|54.10\|177647;2026-06-15\|57.38\|5.46\|54.76\|57.46\|54.55\|190767;2026-06-16\|58.74\|2.37\|57.38\|59.80\|56.40\|196584;2026-06-17\|58.60\|-0.24\|58.40\|58.96\|57.51\|152816;2026-06-18\|60.30\|2.90\|58.60\|61.18\|58.00\|183420;2026-06-22\|59.55\|-1.24\|59.80\|59.99\|57.74\|177157;2026-06-23\|56.67\|-4.84\|59.28\|59.29\|56.40\|159954;2026-06-24\|56.28\|-0.69\|57.00\|57.00\|55.54\|124738;2026-06-25\|55.54\|-1.31\|55.96\|57.78\|54.95\|143756;2026-06-26\|53.10\|-4.39\|56.03\|56.46\|53.08\|162410;2026-06-29\|60.00\|12.99\|58.36\|63.66\|57.71\|443303;2026-06-30\|62.81\|4.68\|60.08\|63.84\|59.08\|344429;2026-07-01\|60.32\|-3.96\|62.60\|62.87\|60.10\|279644;2026-07-02\|57.30\|-5.01\|59.70\|60.22\|56.88\|226508;2026-07-03\|58.00\|1.22\|57.48\|58.96\|57.21\|167092;2026-07-06\|56.30\|-2.93\|58.60\|59.50\|56.01\|164056;2026-07-07\|54.49\|-3.21\|56.20\|56.74\|54.33\|121892;2026-07-08\|53.28\|-2.22\|54.49\|55.00\|53.02\|113725;2026-07-09\|54.37\|2.05\|53.33\|54.52\|50.62\|183896;2026-07-10\|56.73\|4.34\|54.01\|59.22\|53.53\|259925;2026-07-13\|52.74\|-7.03\|56.41\|56.44\|52.58\|167919;2026-07-14\|50.92\|-3.45\|52.70\|52.77\|49.83\|158187;2026-07-15\|51.21\|0.57\|50.97\|51.84\|50.60\|88570;2026-07-16\|51.04\|-0.33\|50.58\|51.70\|50.41\|82151;2026-07-17\|48.50\|-4.98\|50.53\|51.29\|48.50\|122779;2026-07-20\|51.78\|6.76\|48.60\|51.98\|46.66\|166151;2026-07-21\|52.52\|1.43\|51.00\|53.13\|50.82\|148420;2026-07-22\|50.78\|-2.57\|52.00\|52.00\|50.32\|101994;2026-07-23\|51.80\|2.01\|50.78\|52.20\|50.04\|102975;2026-07-24\|49.70\|-4.05\|51.28\|51.29\|49.68\|82445;2026-07-27\|50.62\|1.85\|49.68\|50.70\|49.22\|74759;2026-07-28\|50.06\|-1.11\|50.00\|50.50\|49.67\|70671;2026-07-29\|52.07\|4.02\|50.00\|52.36\|49.87\|120467;2026-07-30\|53.04\|1.86\|51.80\|53.50\|51.60\|120904;2026-07-31\|52.73\|-0.58\|53.70\|53.97\|52.47\|135271;2026-08-03\|54.10\|2.60\|53.16\|55.20\|52.91\|156125;2026-08-04\|53.65\|-0.83\|54.12\|54.50\|52.62\|121626;2026-08-05\|54.77\|2.09\|53.38\|55.23\|53.20\|152132;2026-08-06\|53.33\|-2.63\|54.62\|54.65\|52.90\|124295;2026-08-07\|53.16\|-0.32\|52.56\|53.38\|52.13\|106396;2026-08-10\|53.58\|0.79\|53.50\|53.71\|52.87\|91979;2026-08-11\|52.60\|-1.83\|52.97\|53.30\|52.31\|77707;2026-08-12\|52.92\|0.61\|52.61\|53.43\|52.50\|64713;2026-08-13\|51.71\|-2.29\|53.00\|53.24\|51.70\|94069;2026-08-14\|51.76\|0.10\|51.71\|52.15\|51.22\|60567;2026-08-17\|52.36\|1.16\|51.95\|52.40\|51.16\|89721;2026-08-18\|51.19\|-2.23\|52.33\|52.35\|50.60\|108496;2026-08-19\|48.83\|-4.61\|51.60\|51.60\|48.78\|123405;2026-08-20\|48.77\|-0.12\|49.10\|49.47\|48.66\|59825;2026-08-21\|49.20\|0.88\|48.95\|49.32\|48.16\|49857;2026-08-24\|47.90\|-2.64\|49.10\|49.21\|47.61\|67233;2026-08-25\|48.30\|0.84\|47.89\|48.76\|47.68\|59310;2026-08-26\|49.73\|2.96\|49.00\|50.78\|49.00\|112117;2026-08-27\|50.31\|1.17\|48.98\|50.45\|48.40\|100278;2026-08-28\|49.91\|-0.80\|50.20\|50.47\|49.80\|65565;2026-08-31\|49.96\|0.10\|49.42\|49.96\|48.81\|65363;2026-09-01\|49.68\|-0.56\|49.80\|50.08\|49.39\|57367;2026-09-02\|49.38\|-0.60\|49.36\|49.66\|48.61\|60922;2026-09-03\|49.14\|-0.49\|49.50\|49.76\|48.86\|50027;2026-09-04\|49.48\|0.69\|49.29\|50.30\|49.23\|76057;2026-09-07\|49.14\|-0.69\|49.60\|49.86\|48.93\|58049;2026-09-08\|49.00\|-0.28\|49.16\|49.54\|48.82\|48722;2026-09-09\|50.73\|3.53\|49.01\|50.88\|48.83\|135146;2026-09-10\|49.92\|-1.60\|50.50\|50.68\|49.77\|68958;2026-09-11\|51.57\|3.31\|49.31\|52.20\|47.96\|192723
117533	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+核电装备+国企改革行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2023年11月30日互动易，公司曾参与国际热核聚变实验堆ITER项目我国承制部分的个别部件制造工作，具备相关领域技术储备。 2、据2026年4月25日年报，公司主要从事高端装备机械制造及高端材料业务，为核电、石化、能源及国防等提供重大技术装备，建立了完善的核电装备材料研发和生产制造体系，在核岛主管道设备、核一级容器类锻件等细分市场处于行业领先地位。 3、据公司公告，公司最终控制人为青岛西海岸新区国有资产管理局，具备国企改革背景。	核岛装备材料研制的先行者；公司建立了完善的核电装备材料研发和生产制造体系，在核岛主管道设备、核后处理装备这一细分市场，处于国内外领先地位	2026-05-08\|7.57\|-0.26\|7.53\|7.62\|7.48\|481774;2026-05-11\|7.67\|1.32\|7.59\|7.71\|7.56\|635269;2026-05-12\|7.63\|-0.52\|7.68\|7.75\|7.58\|567057;2026-05-13\|7.87\|3.15\|7.58\|7.93\|7.57\|921421;2026-05-14\|7.62\|-3.18\|7.87\|7.99\|7.61\|806197;2026-05-15\|7.60\|-0.26\|7.59\|7.71\|7.51\|546563;2026-05-18\|7.53\|-0.92\|7.56\|7.60\|7.45\|436736;2026-05-19\|7.56\|0.40\|7.51\|7.60\|7.38\|508387;2026-05-20\|7.31\|-3.31\|7.50\|7.54\|7.26\|489245;2026-05-21\|7.09\|-3.01\|7.30\|7.37\|7.07\|469973;2026-05-22\|7.11\|0.28\|7.12\|7.16\|7.06\|309745;2026-05-25\|7.15\|0.56\|7.12\|7.25\|7.06\|336131;2026-05-26\|6.83\|-4.48\|7.11\|7.12\|6.72\|676501;2026-05-27\|6.87\|0.59\|6.79\|7.03\|6.74\|462317;2026-05-28\|7.04\|2.47\|6.78\|7.22\|6.75\|606522;2026-05-29\|6.90\|-1.99\|6.98\|7.20\|6.84\|618403;2026-06-01\|6.83\|-1.01\|6.83\|6.90\|6.75\|418169;2026-06-02\|6.59\|-3.51\|6.78\|6.78\|6.55\|480598;2026-06-03\|6.46\|-1.97\|6.60\|6.66\|6.36\|529988;2026-06-04\|6.26\|-3.10\|6.40\|6.40\|6.18\|524670;2026-06-05\|6.28\|0.32\|6.24\|6.44\|6.21\|438060;2026-06-08\|6.04\|-3.82\|6.14\|6.24\|5.98\|380487;2026-06-09\|6.27\|3.81\|6.11\|6.43\|6.05\|631261;2026-06-10\|6.06\|-3.35\|6.16\|6.27\|6.03\|435121;2026-06-11\|5.96\|-1.65\|6.00\|6.08\|5.92\|360996;2026-06-12\|5.99\|0.50\|5.99\|6.12\|5.95\|373162;2026-06-15\|6.15\|2.67\|6.04\|6.17\|6.03\|354046;2026-06-16\|6.24\|1.46\|6.16\|6.34\|6.15\|414217;2026-06-17\|6.11\|-2.08\|6.17\|6.27\|6.04\|366414;2026-06-18\|5.95\|-2.62\|6.11\|6.11\|5.93\|343500;2026-06-22\|5.90\|-0.84\|5.91\|5.92\|5.71\|428036;2026-06-23\|5.94\|0.68\|6.15\|6.28\|5.88\|487595;2026-06-24\|5.68\|-4.38\|5.88\|5.89\|5.66\|404317;2026-06-25\|5.65\|-0.53\|5.63\|5.79\|5.55\|368094;2026-06-26\|5.43\|-3.89\|5.71\|5.88\|5.43\|402709;2026-06-29\|5.97\|9.94\|5.55\|5.97\|5.55\|876747;2026-06-30\|5.93\|-0.67\|5.92\|5.98\|5.82\|721960;2026-07-01\|5.98\|0.84\|5.99\|6.10\|5.82\|689965;2026-07-02\|5.73\|-4.18\|5.93\|5.98\|5.72\|524968;2026-07-03\|5.80\|1.22\|5.74\|5.87\|5.71\|284731;2026-07-06\|5.66\|-2.41\|5.82\|5.85\|5.66\|292774;2026-07-07\|5.46\|-3.53\|5.64\|5.70\|5.41\|325933;2026-07-08\|5.19\|-4.95\|5.40\|5.45\|5.18\|366681;2026-07-09\|5.22\|0.58\|5.15\|5.23\|5.02\|342449;2026-07-10\|5.27\|0.96\|5.26\|5.42\|5.16\|397688;2026-07-13\|4.98\|-5.50\|5.22\|5.25\|4.97\|450407;2026-07-14\|5.03\|1.00\|4.95\|5.04\|4.85\|265435;2026-07-15\|5.01\|-0.40\|4.98\|5.10\|4.96\|253186;2026-07-16\|5.00\|-0.20\|4.97\|5.09\|4.93\|275657;2026-07-17\|5.01\|0.20\|5.00\|5.09\|4.93\|403459;2026-07-20\|5.31\|5.99\|5.01\|5.38\|5.01\|658316;2026-07-21\|5.18\|-2.45\|5.25\|5.26\|5.05\|520812;2026-07-22\|5.09\|-1.74\|5.12\|5.14\|5.05\|282790;2026-07-23\|5.29\|3.93\|5.08\|5.35\|5.06\|539734;2026-07-24\|5.18\|-2.08\|5.22\|5.37\|5.12\|435460;2026-07-27\|5.47\|5.60\|5.16\|5.49\|5.14\|682990;2026-07-28\|5.75\|5.12\|5.43\|6.02\|5.39\|1548815;2026-07-29\|5.78\|0.52\|5.67\|5.83\|5.55\|1072772;2026-07-30\|5.67\|-1.90\|5.68\|5.84\|5.65\|621759;2026-07-31\|5.74\|1.23\|5.64\|5.77\|5.64\|498630;2026-08-03\|6.31\|9.93\|5.88\|6.31\|5.85\|1110426;2026-08-04\|6.44\|2.06\|6.43\|6.78\|6.31\|2223070;2026-08-05\|6.74\|4.66\|6.30\|6.98\|6.20\|1983764;2026-08-06\|6.40\|-5.04\|6.53\|6.63\|6.36\|1407422;2026-08-07\|6.18\|-3.44\|6.31\|6.34\|6.06\|1081277;2026-08-10\|6.33\|2.43\|6.16\|6.37\|6.14\|873072;2026-08-11\|6.27\|-0.95\|6.20\|6.28\|6.11\|743105;2026-08-12\|6.15\|-1.91\|6.20\|6.23\|6.13\|586942;2026-08-13\|6.00\|-2.44\|6.12\|6.18\|5.99\|523651;2026-08-14\|6.03\|0.50\|6.07\|6.14\|6.00\|414299;2026-08-17\|6.10\|1.16\|6.05\|6.14\|6.00\|399980;2026-08-18\|5.89\|-3.44\|6.10\|6.10\|5.87\|514266;2026-08-19\|5.62\|-4.58\|5.81\|5.88\|5.61\|430419;2026-08-20\|5.63\|0.18\|5.68\|5.69\|5.58\|254901;2026-08-21\|5.67\|0.71\|5.62\|5.72\|5.51\|256636;2026-08-24\|5.59\|-1.41\|5.63\|5.66\|5.53\|201056;2026-08-25\|5.67\|1.43\|5.59\|5.68\|5.56\|191234;2026-08-26\|6.24\|10.05\|6.24\|6.24\|6.15\|801328;2026-08-27\|6.17\|-1.12\|6.05\|6.21\|5.98\|1029208;2026-08-28\|6.29\|1.94\|6.16\|6.45\|6.10\|1036547;2026-08-31\|6.12\|-2.70\|6.16\|6.20\|6.08\|525632;2026-09-01\|6.15\|0.49\|6.09\|6.29\|6.03\|558124;2026-09-02\|5.89\|-4.23\|6.08\|6.14\|5.86\|797824;2026-09-03\|5.86\|-0.51\|5.93\|5.95\|5.79\|474182;2026-09-04\|5.84\|-0.34\|5.90\|5.94\|5.82\|307957;2026-09-07\|5.95\|1.88\|5.88\|5.99\|5.82\|365073;2026-09-08\|5.94\|-0.17\|5.90\|5.96\|5.85\|336242;2026-09-09\|6.15\|3.54\|6.01\|6.17\|5.92\|840647;2026-09-10\|5.96\|-3.09\|6.05\|6.10\|5.92\|461719;2026-09-11\|5.97\|0.17\|5.88\|6.07\|5.82\|420487
117532	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+核电建造+分红行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2026年1月9日异常波动公告，公司可控核聚变相关业务占比极低；据2025年6月25日互动易，公司服务核能“三步走”战略，参与了国际热核聚变ITER项目及中核集团环流三号聚变装置改造工程。 2、据2025年年度报告，公司是全球唯一一家41年不间断从事核电建造的领先企业，国内核电建造市场份额保持领先，截至2025年末同时在建36台核电机组，创历史新高。 3、据2026年6月25日公司公告，公司2025年年度权益分派实施，每股派发现金红利0.05元含税，股权登记日为2026年7月1日。	公司是我国国防军工工程重要承包商之一，是我国核电工程建设的“国家队”；核心业务模块包括军工工程、核电工程及工业与民用工程建设	2026-05-08\|13.60\|-1.73\|13.82\|13.82\|13.52\|417982;2026-05-11\|13.82\|1.62\|13.60\|14.16\|13.60\|475902;2026-05-12\|13.69\|-0.94\|13.82\|14.05\|13.67\|409957;2026-05-13\|13.83\|1.02\|13.62\|14.02\|13.53\|446897;2026-05-14\|13.23\|-4.34\|13.82\|13.82\|13.22\|484490;2026-05-15\|12.99\|-1.81\|13.21\|13.37\|12.91\|417758;2026-05-18\|12.84\|-1.15\|12.94\|12.95\|12.75\|263234;2026-05-19\|13.12\|2.18\|12.88\|13.29\|12.67\|409370;2026-05-20\|12.70\|-3.20\|12.97\|13.03\|12.67\|317618;2026-05-21\|12.37\|-2.60\|12.69\|12.80\|12.36\|319316;2026-05-22\|12.38\|0.08\|12.39\|12.45\|12.22\|231947;2026-05-25\|12.06\|-2.58\|12.19\|12.37\|11.91\|449552;2026-05-26\|11.92\|-1.16\|12.02\|12.03\|11.63\|388767;2026-05-27\|11.98\|0.50\|11.88\|12.25\|11.83\|372647;2026-05-28\|12.54\|4.67\|11.89\|12.85\|11.89\|746203;2026-05-29\|12.03\|-4.07\|12.20\|12.34\|11.95\|533888;2026-06-01\|11.78\|-2.08\|11.98\|12.05\|11.76\|338805;2026-06-02\|11.56\|-1.87\|11.73\|11.80\|11.23\|379246;2026-06-03\|11.55\|-0.09\|11.50\|11.70\|11.37\|271316;2026-06-04\|11.27\|-2.42\|11.41\|11.58\|11.18\|287475;2026-06-05\|11.10\|-1.51\|11.25\|11.43\|11.07\|301898;2026-06-08\|10.68\|-3.78\|10.84\|11.04\|10.58\|326857;2026-06-09\|10.92\|2.25\|10.78\|11.06\|10.63\|333965;2026-06-10\|10.60\|-2.93\|10.86\|10.94\|10.45\|274537;2026-06-11\|10.46\|-1.32\|10.50\|10.61\|10.36\|213140;2026-06-12\|10.72\|2.49\|10.65\|10.88\|10.55\|283288;2026-06-15\|11.17\|4.20\|10.73\|11.20\|10.73\|355164;2026-06-16\|11.36\|1.70\|11.17\|11.85\|11.16\|571769;2026-06-17\|11.63\|2.38\|11.20\|11.91\|11.03\|704673;2026-06-18\|11.02\|-5.25\|11.33\|11.42\|10.96\|544556;2026-06-22\|11.16\|1.27\|10.91\|11.18\|10.67\|393156;2026-06-23\|10.76\|-3.58\|11.15\|11.25\|10.70\|304775;2026-06-24\|10.53\|-2.14\|10.80\|10.88\|10.37\|275759;2026-06-25\|10.43\|-0.95\|10.52\|10.88\|10.38\|295418;2026-06-26\|10.09\|-3.26\|10.80\|10.90\|10.06\|474947;2026-06-29\|11.10\|10.01\|10.32\|11.10\|10.32\|786301;2026-06-30\|11.15\|0.45\|11.18\|11.49\|10.93\|868124;2026-07-01\|11.28\|1.17\|11.10\|11.64\|10.87\|752157;2026-07-02\|10.70\|-4.72\|11.05\|11.13\|10.70\|550123;2026-07-03\|10.83\|1.22\|10.78\|10.98\|10.66\|291466;2026-07-06\|10.61\|-2.03\|10.80\|10.91\|10.60\|263158;2026-07-07\|10.33\|-2.64\|10.52\|10.60\|10.25\|236360;2026-07-08\|10.02\|-3.00\|10.35\|10.38\|9.98\|330641;2026-07-09\|10.08\|0.60\|9.97\|10.11\|9.73\|325788;2026-07-10\|10.32\|2.38\|10.05\|10.59\|9.95\|417380;2026-07-13\|9.87\|-4.36\|10.24\|10.25\|9.85\|311637;2026-07-14\|9.77\|-1.01\|9.84\|9.85\|9.61\|218644;2026-07-15\|9.86\|0.92\|9.75\|9.96\|9.71\|183971;2026-07-16\|9.79\|-0.71\|9.83\|9.89\|9.76\|181056;2026-07-17\|9.70\|-0.92\|9.75\|9.92\|9.61\|246122;2026-07-20\|10.05\|3.61\|9.80\|10.18\|9.73\|362220;2026-07-21\|10.09\|0.40\|10.00\|10.21\|9.94\|330176;2026-07-22\|10.17\|0.79\|10.05\|10.26\|9.92\|292775;2026-07-23\|10.41\|2.36\|10.11\|10.43\|10.07\|337454;2026-07-24\|10.01\|-3.84\|10.28\|10.35\|10.01\|278696;2026-07-27\|10.27\|2.60\|9.99\|10.28\|9.98\|238647;2026-07-28\|10.25\|-0.19\|10.14\|10.60\|10.14\|320170;2026-07-29\|10.52\|2.63\|10.15\|10.55\|10.15\|382308;2026-07-30\|10.49\|-0.29\|10.46\|10.66\|10.29\|320091;2026-07-31\|10.55\|0.57\|10.50\|10.56\|10.43\|270132;2026-08-03\|11.61\|10.05\|10.90\|11.61\|10.89\|761983;2026-08-04\|12.12\|4.39\|12.30\|12.77\|11.86\|1728724;2026-08-05\|12.70\|4.79\|11.76\|12.97\|11.70\|1602127;2026-08-06\|11.98\|-5.67\|12.32\|12.35\|11.91\|1133630;2026-08-07\|11.69\|-2.42\|11.81\|11.84\|11.50\|715625;2026-08-10\|11.91\|1.88\|11.56\|12.08\|11.55\|716391;2026-08-11\|11.70\|-1.76\|11.71\|11.84\|11.60\|459855;2026-08-12\|11.60\|-0.85\|11.70\|11.79\|11.46\|509215;2026-08-13\|11.17\|-3.71\|11.52\|11.57\|11.17\|548609;2026-08-14\|11.28\|0.98\|11.20\|11.28\|11.12\|288256;2026-08-17\|11.32\|0.35\|11.27\|11.38\|11.18\|294489;2026-08-18\|11.06\|-2.30\|11.29\|11.29\|11.00\|347747;2026-08-19\|10.69\|-3.35\|10.99\|11.05\|10.69\|383819;2026-08-20\|10.72\|0.28\|10.74\|10.85\|10.63\|217990;2026-08-21\|10.71\|-0.09\|10.66\|10.75\|10.59\|167254;2026-08-24\|10.56\|-1.40\|10.70\|10.74\|10.44\|220867;2026-08-25\|10.63\|0.66\|10.52\|10.68\|10.46\|181447;2026-08-26\|11.01\|3.57\|10.97\|11.26\|10.96\|567786;2026-08-27\|10.86\|-1.36\|10.70\|10.90\|10.67\|355810;2026-08-28\|10.96\|0.92\|10.83\|11.08\|10.78\|282621;2026-08-31\|10.74\|-2.01\|10.70\|10.77\|10.58\|286623;2026-09-01\|10.75\|0.09\|10.69\|10.82\|10.68\|208060;2026-09-02\|10.56\|-1.77\|10.67\|10.69\|10.56\|192298;2026-09-03\|10.60\|0.38\|10.58\|10.64\|10.51\|151397;2026-09-04\|10.60\|0.00\|10.60\|10.70\|10.55\|198849;2026-09-07\|10.72\|1.13\|10.65\|10.76\|10.53\|198415;2026-09-08\|10.73\|0.09\|10.68\|10.75\|10.65\|167508;2026-09-09\|11.19\|4.29\|10.77\|11.22\|10.77\|560931;2026-09-10\|11.03\|-1.43\|10.99\|11.31\|10.96\|394035;2026-09-11\|11.19\|1.45\|10.97\|11.23\|10.82\|447729
117531	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+核电+余热锅炉行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2025年年度报告，公司完成面向聚变工程应用的冷屏自主研制，其中BEST装置中部冷屏已通过现场低温测试，标志公司具备极低温-269℃高精密制造能力，进入聚变产业链核心圈。 2、据2026年4月11日投资者关系管理信息，公司积极拓展可控核聚变等新领域设备制造；目前核电在手订单充裕，第四代核电项目扩能建设正常推进，预计2027年投产。 3、公司主营工业余热锅炉、压力容器及核安全设备制造，工业余热锅炉国内市场占有率保持前列；核电设备覆盖热核聚变堆ITER、BEST等国内外主要堆型。	公司深度参与全球可控核聚变实验堆（ITER）项目，承制2MWt液态燃料钍基熔盐实验堆安全专设装置	2026-05-08\|11.33\|0.00\|11.36\|11.38\|11.23\|206567;2026-05-11\|11.43\|0.88\|11.44\|11.53\|11.38\|230478;2026-05-12\|11.18\|-2.19\|11.42\|11.43\|11.12\|232946;2026-05-13\|11.33\|1.34\|11.15\|11.40\|11.13\|229341;2026-05-14\|11.06\|-2.38\|11.35\|11.42\|11.06\|273585;2026-05-15\|10.90\|-1.45\|11.02\|11.15\|10.81\|211486;2026-05-18\|10.82\|-0.73\|10.79\|10.91\|10.66\|176520;2026-05-19\|11.07\|2.31\|10.80\|11.08\|10.65\|205742;2026-05-20\|10.76\|-2.80\|11.01\|11.01\|10.66\|175577;2026-05-21\|10.30\|-4.28\|10.84\|10.87\|10.27\|243276;2026-05-22\|10.40\|0.97\|10.34\|10.45\|10.28\|153602;2026-05-25\|10.47\|0.67\|10.40\|10.57\|10.32\|140760;2026-05-26\|9.98\|-4.68\|10.37\|10.40\|9.88\|271961;2026-05-27\|10.03\|0.50\|9.97\|10.33\|9.91\|242463;2026-05-28\|10.22\|1.89\|10.03\|10.38\|9.96\|228870;2026-05-29\|9.75\|-4.60\|10.20\|10.24\|9.71\|260898;2026-06-01\|9.83\|0.82\|9.71\|9.96\|9.71\|130035;2026-06-02\|9.62\|-2.14\|9.84\|9.84\|9.35\|200332;2026-06-03\|9.63\|0.10\|9.57\|9.78\|9.49\|139872;2026-06-04\|9.48\|-1.56\|9.55\|9.65\|9.40\|132935;2026-06-05\|9.43\|-0.53\|9.48\|9.61\|9.27\|159651;2026-06-08\|9.06\|-3.92\|9.25\|9.40\|8.91\|197127;2026-06-09\|9.10\|0.44\|9.10\|9.20\|9.01\|138980;2026-06-10\|8.91\|-2.09\|9.01\|9.05\|8.76\|187823;2026-06-11\|8.93\|0.22\|8.83\|9.08\|8.81\|127733;2026-06-12\|9.19\|2.91\|9.08\|9.24\|8.91\|219327;2026-06-15\|9.90\|7.73\|9.22\|10.06\|9.22\|417442;2026-06-16\|9.80\|-1.01\|9.73\|10.00\|9.72\|271641;2026-06-17\|9.50\|-3.06\|9.71\|9.86\|9.40\|250735;2026-06-18\|9.36\|-1.47\|9.50\|9.63\|9.30\|183414;2026-06-22\|9.40\|0.43\|9.36\|9.44\|9.01\|215881;2026-06-23\|9.16\|-2.55\|9.32\|9.48\|9.12\|175104;2026-06-24\|9.08\|-0.87\|9.20\|9.32\|9.04\|160572;2026-06-25\|9.27\|2.09\|9.03\|9.72\|9.01\|263519;2026-06-26\|8.82\|-4.85\|9.40\|9.58\|8.82\|271068;2026-06-29\|9.70\|9.98\|9.14\|9.70\|9.14\|418249;2026-06-30\|9.82\|1.24\|9.61\|9.89\|9.47\|551479;2026-07-01\|9.76\|-0.61\|9.83\|9.96\|9.65\|351899;2026-07-02\|9.40\|-3.69\|9.70\|9.72\|9.38\|313097;2026-07-03\|9.45\|0.53\|9.40\|9.55\|9.32\|201215;2026-07-06\|9.47\|0.21\|9.40\|9.67\|9.39\|201464;2026-07-07\|9.02\|-4.75\|9.41\|9.44\|8.99\|189761;2026-07-08\|8.56\|-5.10\|8.96\|9.01\|8.55\|213237;2026-07-09\|8.42\|-1.64\|8.58\|8.63\|8.14\|210192;2026-07-10\|8.45\|0.36\|8.39\|8.70\|8.30\|179274;2026-07-13\|7.98\|-5.56\|8.35\|8.37\|7.96\|189787;2026-07-14\|8.06\|1.00\|7.88\|8.09\|7.81\|107843;2026-07-15\|8.02\|-0.50\|8.09\|8.13\|7.99\|96060;2026-07-16\|7.96\|-0.75\|7.95\|8.08\|7.88\|89430;2026-07-17\|7.93\|-0.38\|8.00\|8.10\|7.82\|158036;2026-07-20\|7.73\|-2.52\|7.92\|8.05\|7.60\|180447;2026-07-21\|7.85\|1.55\|7.72\|7.85\|7.46\|208723;2026-07-22\|7.66\|-2.42\|7.80\|7.83\|7.63\|127296;2026-07-23\|8.06\|5.22\|7.62\|8.06\|7.61\|207543;2026-07-24\|7.81\|-3.10\|7.98\|7.99\|7.80\|131486;2026-07-27\|8.08\|3.46\|7.78\|8.10\|7.78\|141020;2026-07-28\|8.10\|0.25\|7.99\|8.30\|7.96\|181910;2026-07-29\|8.30\|2.47\|8.11\|8.44\|8.03\|208536;2026-07-30\|8.27\|-0.36\|8.25\|8.41\|8.21\|150071;2026-07-31\|8.30\|0.36\|8.31\|8.40\|8.25\|150092;2026-08-03\|8.74\|5.30\|8.60\|8.90\|8.43\|429754;2026-08-04\|8.71\|-0.34\|8.62\|8.77\|8.49\|310059;2026-08-05\|8.73\|0.23\|8.65\|8.78\|8.65\|227838;2026-08-06\|8.59\|-1.60\|8.70\|8.70\|8.46\|196015;2026-08-07\|8.54\|-0.58\|8.55\|8.58\|8.40\|142866;2026-08-10\|8.58\|0.47\|8.54\|8.60\|8.48\|101805;2026-08-11\|8.47\|-1.28\|8.60\|8.61\|8.44\|88722;2026-08-12\|8.56\|1.06\|8.42\|8.58\|8.42\|82113;2026-08-13\|8.40\|-1.87\|8.56\|8.58\|8.40\|97568;2026-08-14\|8.43\|0.36\|8.40\|8.49\|8.34\|78722;2026-08-17\|8.50\|0.83\|8.43\|8.50\|8.31\|99023;2026-08-18\|8.49\|-0.12\|8.47\|8.53\|8.37\|104249;2026-08-19\|8.10\|-4.59\|8.41\|8.48\|8.09\|156024;2026-08-20\|7.78\|-3.95\|7.88\|7.91\|7.70\|245683;2026-08-21\|7.72\|-0.77\|7.76\|7.76\|7.60\|89798;2026-08-24\|7.62\|-1.30\|7.75\|7.75\|7.52\|102557;2026-08-25\|7.70\|1.05\|7.56\|7.72\|7.55\|87990;2026-08-26\|7.84\|1.82\|7.83\|8.03\|7.77\|129046;2026-08-27\|7.84\|0.00\|7.73\|7.86\|7.71\|90144;2026-08-28\|7.92\|1.02\|7.89\|8.05\|7.84\|110236;2026-08-31\|7.92\|0.00\|7.88\|7.92\|7.80\|75044;2026-09-01\|7.94\|0.25\|7.89\|7.98\|7.86\|63453;2026-09-02\|7.96\|0.25\|7.88\|7.98\|7.78\|95077;2026-09-03\|7.92\|-0.50\|7.96\|8.02\|7.87\|66191;2026-09-04\|7.89\|-0.38\|7.97\|8.02\|7.84\|91202;2026-09-07\|7.88\|-0.13\|7.90\|7.94\|7.83\|58294;2026-09-08\|7.88\|0.00\|7.86\|7.92\|7.83\|57582;2026-09-09\|7.88\|0.00\|7.90\|7.92\|7.83\|81167;2026-09-10\|7.80\|-1.02\|7.89\|7.90\|7.78\|65893;2026-09-11\|7.75\|-0.64\|7.80\|7.82\|7.68\|84930
117530	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+核电阀门+央企+控股股东增持行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2026年6月4日投资者关系活动记录表，公司正积极进行聚变堆的相关技术积累，对接核聚变阀门设备需求单位，可有力支撑核聚变阀门的自主开发和供货。 2、据2026年4月28日年报，公司作为全球核电阀门领域头部企业之一，具备二代、三代核电机组阀门成套供货能力及四代核电机组关键阀门供货能力，核级关键阀门综合市场占有率超50%。 3、据2026年6月18日公告，公司澄清未涉及“硅-28”相关业务，主营为工业用阀门的研发设计、生产、销售及服务，最终控制人为国务院国有资产监督管理委员会。 4、据2026年6月5日公告，公司控股股东中国核电工程有限公司于2026年6月4日增持100.5万股，并计划在2026年12月3日前以不超过4000万元继续增持。	中核集团宣布其首次成功实现丰度超过99.99%的硅-28同位素自主量产，产品关键指标达到国际先进水平	2026-05-08\|20.42\|0.49\|20.20\|20.44\|20.05\|79046;2026-05-11\|20.65\|1.13\|20.45\|20.94\|20.45\|106663;2026-05-12\|20.39\|-1.26\|20.67\|20.79\|20.30\|79068;2026-05-13\|20.39\|0.00\|20.36\|20.60\|20.25\|77109;2026-05-14\|19.73\|-3.24\|20.38\|20.43\|19.72\|88580;2026-05-15\|19.62\|-0.56\|19.83\|20.06\|19.53\|80671;2026-05-18\|19.44\|-0.92\|19.60\|19.67\|19.20\|63689;2026-05-19\|19.39\|-0.26\|19.45\|19.50\|19.06\|69224;2026-05-20\|18.88\|-2.63\|19.31\|19.35\|18.74\|108266;2026-05-21\|18.35\|-2.81\|18.90\|19.13\|18.33\|81617;2026-05-22\|18.56\|1.14\|18.41\|18.70\|18.13\|60075;2026-05-25\|18.70\|0.75\|18.58\|18.93\|18.45\|57063;2026-05-26\|18.06\|-3.42\|18.70\|18.70\|17.77\|91086;2026-05-27\|17.84\|-1.22\|17.95\|18.26\|17.79\|76517;2026-05-28\|18.53\|3.87\|17.80\|18.67\|17.76\|124033;2026-05-29\|17.63\|-4.86\|18.50\|18.51\|17.58\|96970;2026-06-01\|17.66\|0.17\|17.52\|17.87\|17.36\|56345;2026-06-02\|17.31\|-1.98\|17.66\|17.75\|17.02\|68294;2026-06-03\|17.40\|0.52\|17.31\|17.60\|17.18\|58245;2026-06-04\|17.11\|-1.67\|17.27\|17.37\|16.90\|70239;2026-06-05\|17.22\|0.64\|17.65\|17.88\|17.22\|106200;2026-06-08\|16.62\|-3.48\|16.83\|17.12\|16.35\|82258;2026-06-09\|16.75\|0.78\|16.66\|17.00\|16.57\|59012;2026-06-10\|16.20\|-3.28\|16.63\|16.71\|16.14\|57230;2026-06-11\|16.00\|-1.23\|16.00\|16.29\|15.91\|49621;2026-06-12\|16.42\|2.62\|16.15\|16.71\|16.10\|81041;2026-06-15\|18.06\|9.99\|16.43\|18.06\|16.43\|94663;2026-06-16\|19.87\|10.02\|19.87\|19.87\|19.87\|46016;2026-06-17\|21.86\|10.02\|21.86\|21.86\|20.72\|791286;2026-06-18\|19.67\|-10.02\|20.45\|20.78\|19.67\|540448;2026-06-22\|19.12\|-2.80\|18.82\|19.38\|18.40\|435413;2026-06-23\|18.11\|-5.28\|18.80\|19.09\|17.97\|283270;2026-06-24\|17.54\|-3.15\|17.95\|17.95\|17.02\|220731;2026-06-25\|17.00\|-3.08\|17.58\|17.67\|16.81\|180771;2026-06-26\|16.80\|-1.18\|16.96\|17.47\|16.75\|199613;2026-06-29\|18.48\|10.00\|17.41\|18.48\|17.41\|130713;2026-06-30\|19.54\|5.74\|18.48\|19.55\|17.82\|435755;2026-07-01\|18.89\|-3.33\|18.98\|19.35\|18.50\|295214;2026-07-02\|18.84\|-0.26\|18.50\|19.05\|18.48\|172774;2026-07-03\|18.85\|0.05\|18.66\|19.55\|18.65\|185927;2026-07-06\|17.68\|-6.21\|18.76\|18.94\|17.68\|186970;2026-07-07\|17.30\|-2.15\|18.10\|18.13\|17.25\|114377;2026-07-08\|16.91\|-2.25\|17.48\|17.50\|16.80\|100450;2026-07-09\|16.95\|0.24\|16.89\|16.95\|16.16\|120875;2026-07-10\|17.01\|0.35\|16.80\|17.46\|16.64\|122348;2026-07-13\|16.18\|-4.88\|17.00\|17.00\|16.17\|96260;2026-07-14\|16.13\|-0.31\|16.19\|16.25\|15.51\|90815;2026-07-15\|16.14\|0.75\|16.10\|16.33\|15.85\|59587;2026-07-16\|16.05\|-0.56\|16.00\|16.19\|15.72\|53773;2026-07-17\|16.32\|1.68\|16.13\|16.59\|16.00\|123984;2026-07-20\|17.02\|4.29\|16.26\|17.10\|16.12\|136154;2026-07-21\|16.81\|-1.23\|16.90\|16.93\|16.40\|108345;2026-07-22\|16.21\|-3.57\|16.86\|16.88\|16.18\|86044;2026-07-23\|16.42\|1.30\|16.08\|16.49\|15.90\|73432;2026-07-24\|16.63\|1.28\|16.25\|16.96\|16.11\|117769;2026-07-27\|17.16\|3.19\|16.30\|17.27\|16.14\|125560;2026-07-28\|17.00\|-0.93\|16.85\|17.75\|16.76\|144858;2026-07-29\|17.26\|1.53\|16.95\|17.50\|16.76\|120018;2026-07-30\|17.07\|-1.10\|17.16\|17.39\|16.87\|97829;2026-07-31\|17.19\|0.70\|17.09\|17.35\|17.09\|79518;2026-08-03\|18.40\|7.04\|17.40\|18.91\|17.24\|283379;2026-08-04\|18.25\|-0.82\|18.02\|18.30\|17.77\|208571;2026-08-05\|18.70\|2.47\|18.34\|18.96\|18.01\|234611;2026-08-06\|17.97\|-3.90\|18.36\|18.42\|17.90\|172584;2026-08-07\|17.75\|-1.22\|17.98\|18.08\|17.51\|110030;2026-08-10\|17.91\|0.90\|17.71\|17.97\|17.62\|76501;2026-08-11\|17.61\|-1.68\|17.83\|17.84\|17.57\|70176;2026-08-12\|17.72\|0.62\|17.58\|17.80\|17.55\|59494;2026-08-13\|17.62\|-0.56\|17.73\|17.93\|17.60\|79518;2026-08-14\|17.64\|0.11\|17.60\|17.69\|17.50\|50393;2026-08-17\|17.81\|0.96\|17.64\|17.81\|17.43\|67649;2026-08-18\|17.54\|-1.52\|17.80\|17.80\|17.42\|69217;2026-08-19\|16.52\|-5.82\|17.29\|17.32\|16.52\|89243;2026-08-20\|16.75\|1.39\|16.61\|16.82\|16.61\|44967;2026-08-21\|16.85\|0.60\|16.67\|16.89\|16.50\|37000;2026-08-24\|16.86\|0.06\|16.85\|16.99\|16.59\|35098;2026-08-25\|17.33\|2.79\|16.91\|17.35\|16.82\|67385;2026-08-26\|17.24\|-0.52\|17.57\|17.98\|17.21\|100752;2026-08-27\|17.23\|-0.06\|17.00\|17.25\|16.96\|56063;2026-08-28\|17.23\|0.00\|17.23\|17.32\|17.12\|46207;2026-08-31\|17.23\|0.00\|17.06\|17.25\|17.00\|44007;2026-09-01\|17.18\|-0.29\|17.20\|17.32\|17.16\|41640;2026-09-02\|17.02\|-0.93\|17.01\|17.15\|16.91\|40152;2026-09-03\|16.98\|-0.23\|17.02\|17.15\|16.91\|32226;2026-09-04\|16.99\|0.06\|17.00\|17.26\|16.95\|48542;2026-09-07\|17.15\|0.94\|16.99\|17.17\|16.85\|37916;2026-09-08\|17.31\|0.93\|17.14\|17.32\|17.03\|46057;2026-09-09\|17.40\|0.52\|17.32\|17.44\|17.21\|53191;2026-09-10\|17.15\|-1.44\|17.22\|17.35\|17.14\|46282;2026-09-11\|17.07\|-0.47\|17.01\|17.19\|16.85\|49462
117529	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+压缩机龙头+氢能行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2025年12月15日投资者关系活动记录表，公司“兆瓦级”氦气压缩机作为大型低温系统核心部件，可应用于超导托克马克等多项大科学工程，整体技术达国际领先水平；公司已为多所研究院相关实验装置提供氦气螺杆压缩机。 2、据2025年年报，公司是全球少数同时拥有活塞、螺杆、离心压缩机领先技术的企业之一，在氨半封螺杆、CO₂跨临界活塞、高压比磁悬浮离心机等领域处于行业领先地位。 3、据2025年年报及2026年5月14日投资者关系活动记录表，公司加快推进氢燃料电池相关产品产业化工作，已完成新一代金属极板燃料电池电堆耐久性验证与验收，将把握氢能推广政策抢占市场先机。	1、公司旗下雪人股份为中科院的 “人造太阳” 项目（如 EAST、中国环流三号）等核聚变项目提供氦气压缩机，并参与国家重大科研装备项目 “液氦到超流氦温区大型低温制冷系统” 研制，其生产的 “兆瓦级” 氦气压缩机设备技术达到国际领先水平，可创造核聚变实验所需的低温环境； 2、公司位于福建省福州市，专注于冰雪场地温控设施的建设以及制冰造雪设备的供应；已为国家雪车雪橇中心、张家口崇礼长城岭滑雪场等冬奥场馆提供制冷装备	2026-05-08\|18.43\|0.71\|18.15\|18.68\|18.10\|496381;2026-05-11\|18.32\|-0.60\|18.55\|18.68\|18.31\|503405;2026-05-12\|17.84\|-2.62\|18.30\|18.59\|17.80\|546691;2026-05-13\|17.88\|0.22\|17.84\|18.05\|17.61\|359342;2026-05-14\|18.22\|1.90\|17.83\|19.28\|17.59\|991964;2026-05-15\|17.16\|-5.82\|17.82\|17.94\|17.01\|706066;2026-05-18\|16.81\|-2.04\|16.96\|17.20\|16.70\|379324;2026-05-19\|16.67\|-0.83\|16.80\|16.86\|16.36\|329523;2026-05-20\|16.04\|-3.78\|16.51\|16.51\|15.90\|434234;2026-05-21\|15.46\|-3.62\|16.04\|16.20\|15.44\|428929;2026-05-22\|15.77\|2.01\|15.54\|15.93\|15.30\|295901;2026-05-25\|15.45\|-2.03\|15.71\|15.86\|15.27\|337040;2026-05-26\|14.95\|-3.24\|15.43\|15.43\|14.70\|392226;2026-05-27\|15.04\|0.60\|14.88\|15.65\|14.75\|563448;2026-05-28\|16.54\|9.97\|14.90\|16.54\|14.83\|794993;2026-05-29\|17.18\|3.87\|16.54\|18.00\|16.05\|1338632;2026-06-01\|16.25\|-5.41\|16.88\|16.92\|16.19\|753823;2026-06-02\|15.73\|-3.20\|16.26\|16.38\|15.10\|655146;2026-06-03\|15.86\|0.83\|15.62\|16.16\|15.42\|551898;2026-06-04\|15.45\|-2.59\|15.53\|15.80\|15.19\|431162;2026-06-05\|15.10\|-2.27\|15.44\|15.79\|15.04\|440659;2026-06-08\|14.67\|-2.85\|14.60\|15.46\|14.51\|433338;2026-06-09\|15.08\|2.79\|14.76\|15.34\|14.63\|460322;2026-06-10\|14.36\|-4.77\|14.86\|15.24\|14.14\|521048;2026-06-11\|14.31\|-0.35\|14.03\|14.54\|13.98\|328213;2026-06-12\|14.46\|1.05\|14.48\|14.50\|14.11\|374358;2026-06-15\|14.91\|3.11\|14.50\|14.97\|14.33\|390082;2026-06-16\|15.19\|1.88\|15.01\|15.35\|14.80\|413125;2026-06-17\|14.51\|-4.48\|15.02\|15.34\|14.50\|431237;2026-06-18\|14.33\|-1.24\|14.49\|14.74\|14.10\|316609;2026-06-22\|14.20\|-0.91\|14.44\|14.54\|13.71\|420220;2026-06-23\|14.43\|1.62\|14.43\|15.30\|14.32\|598358;2026-06-24\|13.57\|-5.96\|14.38\|14.38\|13.36\|554909;2026-06-25\|13.21\|-2.65\|13.53\|13.75\|13.12\|436418;2026-06-26\|12.78\|-3.26\|13.27\|13.36\|12.78\|362232;2026-06-29\|14.06\|10.02\|13.22\|14.06\|13.17\|269316;2026-06-30\|13.91\|-1.07\|14.11\|14.26\|13.28\|744337;2026-07-01\|14.12\|1.51\|14.16\|14.36\|13.87\|623277;2026-07-02\|13.74\|-2.69\|13.88\|14.29\|13.66\|475604;2026-07-03\|13.64\|-0.73\|13.78\|13.90\|13.52\|331128;2026-07-06\|13.05\|-4.33\|13.75\|13.75\|13.04\|334695;2026-07-07\|12.46\|-4.52\|12.96\|13.12\|12.40\|316426;2026-07-08\|12.13\|-2.65\|12.47\|12.56\|12.12\|259526;2026-07-09\|12.17\|0.33\|12.10\|12.22\|11.65\|308810;2026-07-10\|12.59\|3.45\|12.17\|12.92\|12.05\|439669;2026-07-13\|11.74\|-6.75\|12.71\|12.92\|11.70\|381447;2026-07-14\|11.80\|0.51\|11.71\|11.82\|11.36\|313275;2026-07-15\|11.69\|-0.93\|11.63\|12.02\|11.59\|260332;2026-07-16\|11.66\|-0.26\|11.51\|11.86\|11.40\|216306;2026-07-17\|11.14\|-4.46\|11.60\|11.70\|11.03\|264910;2026-07-20\|10.96\|-1.62\|11.20\|11.47\|10.74\|329380;2026-07-21\|11.19\|2.10\|10.96\|11.20\|10.48\|322805;2026-07-22\|11.10\|-0.80\|11.09\|11.22\|10.97\|214082;2026-07-23\|11.55\|4.05\|11.09\|11.58\|11.06\|311557;2026-07-24\|11.21\|-2.94\|11.41\|11.60\|11.20\|202442;2026-07-27\|11.63\|3.75\|11.15\|11.64\|11.07\|220331;2026-07-28\|11.69\|0.52\|11.58\|11.90\|11.45\|296618;2026-07-29\|11.93\|2.05\|11.55\|12.05\|11.45\|326111;2026-07-30\|11.79\|-1.17\|11.93\|12.10\|11.75\|236974;2026-07-31\|11.92\|1.10\|11.81\|12.09\|11.81\|246342;2026-08-03\|12.61\|5.79\|12.20\|12.90\|12.04\|852604;2026-08-04\|12.78\|1.35\|12.59\|12.80\|12.22\|810553;2026-08-05\|12.87\|0.70\|12.67\|12.95\|12.62\|591783;2026-08-06\|12.64\|-1.79\|12.78\|12.90\|12.50\|459380;2026-08-07\|12.52\|-0.95\|12.62\|12.67\|12.35\|326705;2026-08-10\|12.61\|0.72\|12.62\|12.65\|12.38\|238529;2026-08-11\|12.43\|-1.43\|12.60\|12.60\|12.37\|192526;2026-08-12\|12.49\|0.48\|12.40\|12.53\|12.36\|187737;2026-08-13\|12.23\|-2.08\|12.51\|12.55\|12.22\|228492;2026-08-14\|12.16\|-0.57\|12.23\|12.28\|11.98\|193489;2026-08-17\|12.33\|1.40\|12.21\|12.34\|12.00\|179608;2026-08-18\|12.01\|-2.60\|12.37\|12.37\|11.94\|217562;2026-08-19\|11.39\|-5.16\|11.85\|11.92\|11.35\|265329;2026-08-20\|11.31\|-0.70\|11.50\|11.54\|11.28\|147111;2026-08-21\|11.59\|2.48\|11.31\|11.64\|11.16\|182032;2026-08-24\|11.44\|-1.29\|11.55\|11.68\|11.27\|186123;2026-08-25\|11.82\|3.32\|11.41\|11.88\|11.17\|238147;2026-08-26\|11.74\|-0.68\|12.18\|12.31\|11.61\|307412;2026-08-27\|11.88\|1.19\|11.65\|11.90\|11.54\|248048;2026-08-28\|11.94\|0.51\|11.90\|12.00\|11.81\|176655;2026-08-31\|11.93\|-0.08\|11.82\|11.97\|11.71\|138020;2026-09-01\|12.06\|1.09\|11.93\|12.11\|11.88\|216046;2026-09-02\|13.27\|10.03\|12.11\|13.27\|11.89\|669696;2026-09-03\|14.07\|6.03\|13.49\|14.60\|13.48\|1856585;2026-09-04\|14.32\|1.78\|13.99\|14.79\|13.70\|1596845;2026-09-07\|14.00\|-2.23\|13.90\|14.23\|13.64\|1021529;2026-09-08\|14.78\|5.57\|14.10\|15.20\|13.87\|1466768;2026-09-09\|14.03\|-5.07\|14.44\|14.46\|13.82\|1045739;2026-09-10\|13.70\|-2.35\|14.03\|14.23\|13.64\|710853;2026-09-11\|13.18\|-3.80\|13.33\|13.59\|12.87\|758864
117528	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+高温超导+商业航天行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券日报2026年6月30日报道，我国聚变堆关键超导磁体核心技术实现自主突破，推动行业迈入工程验证关键阶段；据2026年4月30日年报，联创超导已完成“星火一号”超导磁体总体方案设计，有序推进TF、CS技术验证磁体研发工作。 2、据2026年4月30日年报，联创超导已实现高温超导技术在感应加热、磁控硅单晶生长、可控核聚变、电磁弹射四大应用领域的产业化落地，潜在市场规模约2000亿元。 3、据2026年4月30日年报，2025年联创超导切入商业航天电磁弹射领域，完成“大功率低温制冷系统与模型超导磁体研制服务项目”并通过客户验收，完成首单高温超导电磁弹射模组设计制造。	1、公司旗下联创超导是国内唯一能设计制造高磁场（15-20T）大口径高温超导磁体的企业，通过参与 “星火一号” 聚变 - 裂变混合示范堆等项目，为核聚变装置提供高温超导磁体系统和低温制冷系统； 2、公司通过参股子公司联创超导中标资阳商业航天研究院 1960 万元超导磁体项目，持股 30% 合资设立商业航天运营公司，以高温超导核心技术支撑电磁发射场装备研发，参与全球首个超导磁悬浮电磁发射验证平台建设，推动低成本、高频次商业航天发射技术落地	2026-05-08\|47.99\|0.97\|47.54\|49.47\|46.73\|198769;2026-05-11\|47.51\|-1.00\|48.12\|48.75\|47.41\|138254;2026-05-12\|46.28\|-2.59\|47.51\|47.78\|45.88\|128348;2026-05-13\|46.90\|1.34\|45.90\|47.50\|45.27\|166173;2026-05-14\|44.26\|-5.63\|46.59\|47.20\|44.19\|183299;2026-05-15\|41.75\|-5.67\|44.00\|44.50\|41.23\|231202;2026-05-18\|40.38\|-3.28\|40.77\|42.16\|40.20\|210816;2026-05-19\|42.44\|5.10\|40.30\|42.68\|39.30\|218580;2026-05-20\|40.95\|-3.51\|42.36\|42.39\|40.67\|141423;2026-05-21\|39.23\|-4.20\|41.07\|41.95\|39.08\|140504;2026-05-22\|39.71\|1.22\|39.00\|39.98\|38.87\|122000;2026-05-25\|41.08\|3.45\|39.94\|41.13\|39.21\|156233;2026-05-26\|39.63\|-3.53\|40.68\|40.80\|38.81\|137608;2026-05-27\|38.60\|-2.60\|39.41\|40.28\|38.32\|127156;2026-05-28\|38.52\|-0.21\|38.50\|38.85\|37.76\|129189;2026-05-29\|35.60\|-7.58\|38.52\|39.33\|35.39\|204196;2026-06-01\|35.75\|0.42\|35.62\|36.80\|35.62\|162230;2026-06-02\|34.45\|-3.64\|35.77\|35.98\|33.12\|201764;2026-06-03\|36.90\|7.11\|34.70\|37.90\|34.28\|299369;2026-06-04\|35.91\|-2.68\|36.90\|38.00\|35.54\|271183;2026-06-05\|36.28\|1.03\|36.24\|37.63\|35.93\|241138;2026-06-08\|34.51\|-4.88\|34.87\|36.42\|34.03\|170738;2026-06-09\|34.40\|-0.32\|35.05\|35.05\|33.71\|146122;2026-06-10\|32.86\|-4.48\|33.89\|34.31\|32.32\|184233;2026-06-11\|32.74\|-0.37\|32.86\|33.94\|31.91\|208525;2026-06-12\|32.98\|0.73\|33.18\|33.82\|32.62\|157433;2026-06-15\|34.51\|4.64\|32.99\|34.93\|32.72\|161101;2026-06-16\|35.27\|2.20\|34.43\|35.74\|33.98\|166877;2026-06-17\|34.61\|-1.87\|34.90\|35.50\|34.38\|142442;2026-06-18\|34.45\|-0.46\|34.65\|35.49\|33.96\|126209;2026-06-22\|33.52\|-2.70\|33.80\|35.12\|32.51\|180622;2026-06-23\|32.40\|-3.34\|33.44\|33.80\|32.29\|150224;2026-06-24\|31.90\|-1.54\|32.20\|32.72\|31.43\|168005;2026-06-25\|31.61\|-0.91\|31.69\|32.13\|30.68\|224963;2026-06-26\|29.57\|-6.45\|31.87\|31.87\|29.57\|192771;2026-06-29\|32.53\|10.01\|31.50\|32.53\|31.35\|62284;2026-06-30\|35.78\|9.99\|33.88\|35.78\|31.42\|403843;2026-07-01\|37.05\|3.55\|36.42\|38.25\|35.99\|518327;2026-07-02\|35.80\|-3.37\|35.22\|37.05\|35.22\|357565;2026-07-03\|36.81\|2.82\|35.80\|37.20\|35.41\|342112;2026-07-06\|34.28\|-6.87\|37.11\|37.18\|33.74\|336647;2026-07-07\|33.04\|-3.62\|34.17\|34.58\|32.36\|256099;2026-07-08\|32.12\|-2.78\|33.03\|33.27\|31.55\|191572;2026-07-09\|32.69\|1.77\|32.13\|32.72\|30.97\|182393;2026-07-10\|34.11\|4.34\|32.53\|35.96\|32.30\|364337;2026-07-13\|30.70\|-10.00\|33.55\|33.60\|30.70\|232120;2026-07-14\|28.87\|-5.96\|30.50\|30.51\|27.73\|275633;2026-07-15\|28.69\|-0.62\|28.96\|29.95\|28.60\|175863;2026-07-16\|28.60\|-0.31\|28.32\|29.69\|28.10\|148664;2026-07-17\|26.41\|-7.66\|28.41\|28.80\|26.40\|197399;2026-07-20\|25.63\|-2.95\|27.11\|27.22\|24.90\|203176;2026-07-21\|26.10\|1.83\|25.75\|26.26\|24.73\|172124;2026-07-22\|25.44\|-2.53\|25.74\|26.05\|25.29\|149394;2026-07-23\|26.32\|3.46\|25.25\|26.33\|25.25\|155039;2026-07-24\|24.93\|-5.28\|25.87\|26.05\|24.92\|131929;2026-07-27\|25.98\|4.21\|24.94\|25.99\|24.79\|134003;2026-07-28\|25.48\|-1.92\|25.70\|26.13\|25.40\|99039;2026-07-29\|26.03\|2.16\|25.46\|26.22\|25.09\|138339;2026-07-30\|25.72\|-1.19\|25.84\|26.49\|25.53\|134669;2026-07-31\|25.72\|0.00\|26.21\|26.55\|25.52\|215770;2026-08-03\|27.04\|5.13\|25.84\|27.05\|25.80\|219103;2026-08-04\|27.38\|1.26\|26.80\|27.58\|26.73\|187838;2026-08-05\|24.64\|-10.01\|24.64\|24.64\|24.64\|53732;2026-08-06\|22.18\|-9.98\|22.18\|22.18\|22.18\|36423;2026-08-07\|22.80\|2.80\|20.50\|22.95\|20.50\|1351558;2026-08-10\|20.52\|-10.00\|21.36\|21.55\|20.52\|404106;2026-08-11\|20.55\|0.15\|19.27\|21.10\|19.22\|1004200;2026-08-12\|21.72\|5.69\|20.56\|21.88\|20.05\|776373;2026-08-13\|20.73\|-4.56\|21.72\|21.97\|20.73\|599952;2026-08-14\|20.36\|-1.78\|20.51\|20.95\|20.08\|385454;2026-08-17\|21.15\|3.88\|20.43\|21.18\|19.96\|455845;2026-08-18\|20.17\|-4.63\|20.77\|21.20\|19.97\|442404;2026-08-19\|18.35\|-9.02\|19.87\|19.88\|18.31\|494575;2026-08-20\|18.36\|0.05\|18.50\|19.12\|18.10\|329781;2026-08-21\|18.21\|-0.82\|18.18\|18.35\|17.78\|253191;2026-08-24\|17.04\|-6.42\|18.03\|18.29\|16.78\|487865;2026-08-25\|17.74\|4.11\|16.99\|18.04\|16.97\|419609;2026-08-26\|17.84\|0.56\|17.55\|18.23\|17.42\|367322;2026-08-27\|18.21\|2.07\|17.76\|18.25\|17.60\|304463;2026-08-28\|18.19\|-0.11\|18.18\|18.67\|18.00\|241230;2026-08-31\|16.37\|-10.01\|16.60\|16.98\|16.37\|219762;2026-09-01\|16.21\|-0.98\|16.01\|16.54\|15.73\|803157;2026-09-02\|16.34\|0.80\|16.04\|16.58\|16.01\|451056;2026-09-03\|16.00\|-2.08\|16.35\|16.61\|15.86\|337444;2026-09-04\|16.31\|1.94\|15.96\|16.88\|15.95\|469084;2026-09-07\|16.37\|0.37\|16.29\|16.57\|16.18\|264745;2026-09-08\|16.05\|-1.95\|16.36\|16.37\|16.00\|256286;2026-09-09\|15.79\|-1.62\|16.05\|16.18\|15.73\|232921;2026-09-10\|15.58\|-1.33\|15.73\|15.81\|15.41\|180206;2026-09-11\|15.20\|-2.44\|15.52\|15.52\|14.92\|221830
117527	我国核聚变堆超导磁体研发取得重要突破	可控核聚变+超导磁体+电网设备+天津国资行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据2024年8月23日互动易，公司控股子公司辽宁荣信兴业电力技术有限公司参与了国际热核聚变实验堆ITER项目电力系统中无功补偿及滤波设备的设计制造；据2026年4月22日年报，公司具备超导磁体生产技术。 2、据2026年4月22日年报，公司在大功率电力电子产品方面，以高压大功率动态无功补偿装置为核心产品，在国内外市场拥有逾7000套业绩，先后参与多个国内外重大工程项目。 3、据2026年4月22日年报，公司最终控制人为天津市人民政府国有资产监督管理委员会，具备天津国资背景。	1、控股子公司辽宁荣信兴业电力技术有限公司参与了位于法国的国际热核聚变试验堆（ITER）项目电力系统中无功补偿以及滤波设备的设计制造； 2、公司多家控股子公司涉及智能电网领域，如电气开关元件，无功补偿设备等	2026-05-08\|7.75\|-1.27\|7.80\|7.81\|7.66\|283209;2026-05-11\|7.80\|0.65\|7.84\|7.90\|7.75\|341530;2026-05-12\|7.83\|0.38\|7.79\|7.94\|7.70\|421518;2026-05-13\|7.92\|1.15\|7.81\|8.01\|7.74\|501214;2026-05-14\|7.60\|-4.04\|7.90\|8.07\|7.58\|517228;2026-05-15\|7.45\|-1.97\|7.59\|7.64\|7.40\|334162;2026-05-18\|7.42\|-0.40\|7.44\|7.49\|7.30\|230797;2026-05-19\|7.49\|0.94\|7.42\|7.49\|7.30\|242669;2026-05-20\|7.10\|-5.21\|7.45\|7.45\|7.04\|375307;2026-05-21\|6.71\|-5.49\|7.10\|7.15\|6.70\|364667;2026-05-22\|6.85\|2.09\|6.75\|6.87\|6.67\|201032;2026-05-25\|6.93\|1.17\|6.88\|7.02\|6.79\|199659;2026-05-26\|6.74\|-2.74\|6.89\|6.89\|6.64\|213783;2026-05-27\|6.70\|-0.59\|6.71\|6.83\|6.67\|195543;2026-05-28\|6.86\|2.39\|6.73\|6.89\|6.67\|250440;2026-05-29\|6.60\|-3.79\|6.85\|6.85\|6.56\|268719;2026-06-01\|6.66\|0.91\|6.53\|6.72\|6.52\|163780;2026-06-02\|6.49\|-2.55\|6.63\|6.66\|6.31\|222888;2026-06-03\|6.48\|-0.15\|6.47\|6.56\|6.43\|183799;2026-06-04\|6.33\|-2.31\|6.45\|6.48\|6.29\|175213;2026-06-05\|6.27\|-0.95\|6.29\|6.40\|6.16\|194514;2026-06-08\|6.02\|-3.99\|6.12\|6.27\|5.95\|206997;2026-06-09\|6.06\|0.66\|6.04\|6.14\|5.98\|174314;2026-06-10\|5.77\|-4.79\|5.99\|6.01\|5.68\|236995;2026-06-11\|5.63\|-2.43\|5.70\|5.78\|5.58\|206189;2026-06-12\|5.74\|1.95\|5.69\|5.79\|5.57\|293209;2026-06-15\|5.86\|2.09\|5.76\|5.87\|5.76\|150287;2026-06-16\|6.04\|3.07\|5.85\|6.10\|5.82\|272507;2026-06-17\|5.87\|-2.81\|5.98\|6.07\|5.83\|206463;2026-06-18\|5.74\|-2.21\|5.79\|5.85\|5.71\|141440;2026-06-22\|5.80\|1.05\|5.70\|5.80\|5.55\|190511;2026-06-23\|5.72\|-1.38\|5.76\|5.85\|5.67\|156141;2026-06-24\|5.60\|-2.10\|5.68\|5.71\|5.49\|180097;2026-06-25\|5.46\|-2.50\|5.60\|5.60\|5.40\|184889;2026-06-26\|5.31\|-2.75\|5.48\|5.56\|5.30\|179834;2026-06-29\|5.84\|9.98\|5.70\|5.84\|5.69\|121411;2026-06-30\|6.07\|3.94\|6.31\|6.31\|5.73\|875952;2026-07-01\|6.00\|-1.15\|6.07\|6.15\|5.89\|573601;2026-07-02\|5.78\|-3.67\|5.89\|6.12\|5.76\|431308;2026-07-03\|5.76\|-0.35\|5.73\|5.84\|5.68\|295387;2026-07-06\|5.48\|-4.86\|5.70\|5.74\|5.46\|288498;2026-07-07\|5.26\|-4.01\|5.43\|5.52\|5.22\|229492;2026-07-08\|5.13\|-2.47\|5.23\|5.28\|5.13\|192669;2026-07-09\|5.12\|0.20\|5.11\|5.15\|4.92\|202379;2026-07-10\|5.25\|2.54\|5.09\|5.38\|5.06\|254443;2026-07-13\|4.97\|-5.33\|5.18\|5.24\|4.96\|204181;2026-07-14\|5.05\|1.61\|4.95\|5.05\|4.85\|168801;2026-07-15\|5.03\|-0.40\|5.02\|5.15\|4.99\|143132;2026-07-16\|5.07\|0.80\|4.98\|5.14\|4.95\|168120;2026-07-17\|5.06\|-0.20\|5.02\|5.16\|4.98\|263052;2026-07-20\|5.19\|2.57\|5.07\|5.19\|5.00\|294324;2026-07-21\|5.16\|-0.58\|5.16\|5.20\|4.98\|272449;2026-07-22\|5.04\|-2.33\|5.11\|5.15\|5.02\|165026;2026-07-23\|5.54\|9.92\|5.01\|5.54\|5.01\|439886;2026-07-24\|5.36\|-3.25\|5.50\|5.64\|5.35\|449115;2026-07-27\|5.53\|3.17\|5.41\|5.53\|5.31\|338361;2026-07-28\|5.75\|3.98\|5.47\|5.98\|5.43\|560019;2026-07-29\|5.75\|0.00\|5.63\|5.85\|5.58\|399530;2026-07-30\|5.62\|-2.26\|5.65\|5.75\|5.61\|283806;2026-07-31\|5.65\|0.53\|5.60\|5.70\|5.60\|233114;2026-08-03\|6.22\|10.09\|5.76\|6.22\|5.71\|501276;2026-08-04\|6.72\|8.04\|6.44\|6.84\|6.35\|1180851;2026-08-05\|6.74\|0.30\|6.50\|7.01\|6.38\|1080471;2026-08-06\|6.45\|-4.30\|6.57\|6.59\|6.36\|699371;2026-08-07\|6.24\|-3.26\|6.35\|6.36\|6.15\|529539;2026-08-10\|6.63\|6.25\|6.20\|6.70\|6.19\|723892;2026-08-11\|6.31\|-4.83\|6.40\|6.46\|6.30\|483164;2026-08-12\|6.35\|0.63\|6.24\|6.39\|6.24\|298756;2026-08-13\|6.14\|-3.31\|6.31\|6.32\|6.13\|341185;2026-08-14\|6.14\|0.00\|6.15\|6.18\|5.99\|254494;2026-08-17\|6.20\|0.98\|6.14\|6.20\|6.03\|219352;2026-08-18\|6.09\|-1.77\|6.16\|6.20\|6.04\|186490;2026-08-19\|5.78\|-5.09\|6.02\|6.05\|5.76\|233664;2026-08-20\|5.87\|1.56\|5.85\|5.89\|5.78\|136675;2026-08-21\|5.89\|0.34\|5.86\|5.90\|5.75\|124287;2026-08-24\|5.87\|-0.34\|5.87\|5.92\|5.76\|116807;2026-08-25\|5.97\|1.70\|5.88\|6.00\|5.81\|169187;2026-08-26\|6.57\|10.05\|6.29\|6.57\|6.29\|449071;2026-08-27\|6.65\|1.22\|6.60\|6.90\|6.53\|990083;2026-08-28\|6.54\|-1.65\|6.68\|6.70\|6.42\|590092;2026-08-31\|6.40\|-2.14\|6.41\|6.55\|6.35\|385165;2026-09-01\|6.46\|0.94\|6.38\|6.47\|6.35\|291402;2026-09-02\|6.30\|-2.48\|6.43\|6.54\|6.30\|517764;2026-09-03\|6.33\|0.48\|6.42\|6.53\|6.28\|346134;2026-09-04\|6.30\|-0.47\|6.38\|6.45\|6.25\|317963;2026-09-07\|6.30\|0.00\|6.31\|6.33\|6.20\|224237;2026-09-08\|6.41\|1.75\|6.30\|6.41\|6.23\|256405;2026-09-09\|6.53\|1.87\|6.39\|6.53\|6.33\|391914;2026-09-10\|6.30\|-3.52\|6.48\|6.49\|6.30\|324010;2026-09-11\|6.65\|5.56\|6.21\|6.86\|6.20\|798095
117526	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头，一季度净利润同比增长3.42%	2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376;2026-07-22\|764.00\|2.61\|788.00\|809.00\|751.00\|223271;2026-07-23\|740.00\|-3.14\|764.77\|769.00\|723.00\|136405;2026-07-24\|757.00\|2.30\|720.01\|778.80\|716.00\|158621;2026-07-27\|770.00\|1.72\|740.30\|778.00\|723.14\|142356;2026-07-28\|715.00\|-7.14\|745.20\|771.99\|710.01\|130860;2026-07-29\|706.39\|-1.20\|715.58\|727.36\|664.02\|157943;2026-07-30\|668.07\|-5.42\|688.08\|711.73\|643.50\|163296;2026-07-31\|687.00\|2.83\|728.00\|728.00\|686.35\|138743;2026-08-03\|641.30\|-6.65\|685.00\|689.55\|636.45\|131412;2026-08-04\|687.00\|7.13\|640.00\|698.00\|632.01\|145006;2026-08-05\|734.20\|6.87\|695.00\|745.10\|679.00\|137719;2026-08-06\|742.50\|1.13\|717.50\|764.68\|709.00\|107590;2026-08-07\|751.99\|1.28\|740.50\|762.43\|736.92\|85360;2026-08-10\|760.00\|1.07\|752.04\|778.00\|744.66\|87286;2026-08-11\|746.10\|-1.83\|753.03\|767.74\|742.55\|67209;2026-08-12\|760.00\|1.86\|752.00\|767.99\|746.95\|64962;2026-08-13\|738.60\|-2.82\|768.37\|773.40\|738.00\|82142;2026-08-14\|738.66\|0.01\|743.84\|746.60\|728.00\|67210;2026-08-17\|765.97\|3.70\|738.50\|766.32\|732.23\|78452;2026-08-18\|777.00\|1.44\|770.00\|785.90\|757.25\|81666;2026-08-19\|712.95\|-8.24\|753.88\|757.00\|708.11\|108919;2026-08-20\|712.55\|-0.06\|726.01\|739.15\|704.25\|79373;2026-08-21\|714.43\|0.26\|712.00\|725.68\|709.00\|57984;2026-08-24\|707.90\|-0.91\|714.00\|725.80\|695.87\|77787;2026-08-25\|700.40\|-1.06\|707.50\|707.50\|676.66\|75217;2026-08-26\|700.70\|0.04\|671.30\|717.88\|669.01\|97963;2026-08-27\|718.00\|2.47\|700.80\|720.00\|693.70\|61554;2026-08-28\|697.51\|-2.85\|717.00\|724.51\|697.00\|56463;2026-08-31\|699.79\|0.33\|683.56\|699.79\|672.18\|67290;2026-09-01\|667.70\|-4.59\|692.00\|698.00\|664.44\|75448;2026-09-02\|667.00\|-0.10\|660.00\|671.53\|650.20\|59030;2026-09-03\|655.84\|-1.67\|669.90\|672.99\|649.01\|55641;2026-09-04\|638.17\|-2.69\|665.00\|666.98\|633.27\|67659;2026-09-07\|660.65\|3.52\|652.21\|667.86\|652.02\|80581;2026-09-08\|647.87\|-1.93\|660.60\|664.13\|643.90\|58108;2026-09-09\|646.40\|-0.23\|655.00\|655.60\|641.99\|38015;2026-09-10\|638.64\|-1.20\|645.88\|647.50\|635.87\|38943;2026-09-11\|634.00\|-0.73\|628.08\|636.83\|613.84\|66181
117525	苹果寻求获准从长鑫存储购买内存芯片	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	公司为国内领先的芯片设计供应商，公司1月1日至4月29日新签订单金额提升至82.40亿元，AI算力相关订单占比超九成	2026-05-08\|262.00\|-4.73\|271.00\|273.97\|260.16\|309677;2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|312672;2026-07-13\|271.54\|-7.01\|285.71\|299.00\|266.82\|232114;2026-07-14\|270.33\|-0.45\|272.82\|275.49\|254.01\|216377;2026-07-15\|252.98\|-6.42\|272.30\|275.00\|251.10\|166142;2026-07-16\|243.56\|-3.72\|248.00\|258.30\|240.88\|160958;2026-07-17\|231.60\|-4.91\|251.05\|255.39\|230.09\|300678;2026-07-20\|225.00\|-2.85\|240.22\|242.00\|211.54\|275056;2026-07-21\|244.70\|8.76\|228.28\|248.89\|203.67\|310004;2026-07-22\|239.47\|-2.14\|239.90\|258.89\|237.50\|243560;2026-07-23\|223.00\|-6.88\|243.30\|244.89\|221.63\|189315;2026-07-24\|221.80\|-0.54\|217.00\|228.38\|216.72\|143461;2026-07-27\|224.59\|1.26\|221.80\|227.50\|214.00\|121961;2026-07-28\|205.41\|-8.54\|216.01\|221.89\|204.00\|159057;2026-07-29\|192.02\|-6.52\|205.35\|208.30\|182.00\|230626;2026-07-30\|170.21\|-11.36\|191.76\|195.50\|170.21\|239343;2026-07-31\|193.00\|13.39\|187.79\|202.00\|187.79\|258289;2026-08-03\|184.09\|-4.62\|190.18\|196.00\|183.50\|160411;2026-08-04\|207.09\|12.49\|189.00\|209.98\|185.00\|201576;2026-08-05\|215.16\|3.90\|213.00\|219.46\|205.06\|230530;2026-08-06\|217.17\|0.93\|210.00\|220.20\|207.00\|166960;2026-08-07\|230.50\|6.14\|215.23\|231.97\|214.01\|203622;2026-08-10\|212.75\|-7.70\|227.00\|227.98\|210.28\|211995;2026-08-11\|211.51\|-0.58\|208.76\|216.30\|207.69\|119341;2026-08-12\|211.40\|-0.05\|210.00\|215.69\|206.00\|160499;2026-08-13\|206.07\|-2.52\|216.01\|219.84\|205.88\|168570;2026-08-14\|207.28\|0.59\|210.90\|211.98\|203.52\|124766;2026-08-17\|226.30\|9.18\|208.29\|226.66\|205.85\|216096;2026-08-18\|213.30\|-5.74\|215.01\|222.28\|208.66\|321301;2026-08-19\|185.29\|-13.13\|207.13\|207.64\|183.00\|273519;2026-08-20\|178.37\|-3.73\|188.17\|189.50\|176.01\|221174;2026-08-21\|178.38\|0.01\|177.97\|182.92\|175.00\|141932;2026-08-24\|168.66\|-5.45\|176.60\|178.38\|164.60\|164570;2026-08-25\|164.49\|-2.47\|166.33\|168.00\|161.37\|144634;2026-08-26\|180.50\|9.73\|165.00\|182.00\|163.33\|259954;2026-08-27\|193.70\|7.31\|180.15\|196.36\|178.80\|269871;2026-08-28\|186.90\|-3.51\|193.17\|196.85\|186.25\|182185;2026-08-31\|200.26\|7.15\|182.01\|200.60\|180.56\|223883;2026-09-01\|192.40\|-3.92\|199.92\|200.43\|191.40\|148009;2026-09-02\|193.60\|0.62\|188.00\|197.92\|186.50\|180426;2026-09-03\|191.32\|-1.18\|196.43\|198.60\|189.07\|116132;2026-09-04\|183.77\|-3.95\|194.10\|194.99\|181.14\|146586;2026-09-07\|185.78\|1.09\|186.00\|187.92\|181.08\|147451;2026-09-08\|190.88\|2.75\|185.36\|200.50\|185.02\|229150;2026-09-09\|191.00\|0.06\|196.09\|203.58\|187.86\|167824;2026-09-10\|184.15\|-3.59\|189.00\|189.18\|182.10\|196182;2026-09-11\|185.22\|0.58\|181.00\|186.01\|179.95\|209404
117524	苹果寻求获准从长鑫存储购买内存芯片	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-05-08\|160.21\|-0.09\|158.73\|164.00\|155.68\|70593;2026-05-11\|166.23\|3.76\|162.21\|167.94\|161.09\|85116;2026-05-12\|174.42\|4.93\|167.00\|175.30\|162.80\|120995;2026-05-13\|180.88\|3.70\|169.28\|184.60\|167.60\|109144;2026-05-14\|175.10\|-3.20\|180.12\|181.72\|174.80\|81264;2026-05-15\|175.20\|0.06\|175.80\|184.20\|166.58\|120805;2026-05-18\|185.18\|5.70\|182.25\|190.00\|177.30\|139606;2026-05-19\|196.80\|6.28\|182.98\|199.97\|179.30\|153652;2026-05-20\|210.68\|7.05\|194.00\|214.73\|193.05\|169840;2026-05-21\|212.72\|0.97\|217.00\|225.04\|211.01\|217806;2026-05-22\|213.17\|0.21\|212.50\|217.68\|204.58\|127204;2026-05-25\|251.00\|17.75\|214.44\|255.80\|214.29\|191237;2026-05-26\|256.98\|2.38\|251.00\|269.00\|248.00\|179803;2026-05-27\|241.00\|-6.22\|256.98\|265.00\|237.39\|139799;2026-05-28\|243.88\|1.20\|240.00\|247.00\|227.86\|114686;2026-05-29\|229.04\|-6.08\|250.00\|251.20\|225.47\|108754;2026-06-01\|215.15\|-6.06\|226.50\|227.00\|212.88\|87950;2026-06-02\|225.05\|4.60\|217.00\|233.17\|210.33\|108297;2026-06-03\|252.94\|12.39\|229.00\|265.50\|225.61\|149442;2026-06-04\|270.50\|6.94\|250.00\|278.35\|241.14\|118476;2026-06-05\|251.00\|-7.21\|259.68\|266.00\|248.60\|78613;2026-06-08\|245.60\|-2.15\|236.59\|257.99\|235.00\|92908;2026-06-09\|263.86\|7.43\|253.11\|267.80\|240.27\|109037;2026-06-10\|264.99\|0.43\|259.00\|271.46\|253.88\|86974;2026-06-11\|284.00\|7.17\|264.00\|298.00\|264.00\|99643;2026-06-12\|304.66\|7.27\|303.38\|330.00\|295.24\|153239;2026-06-15\|315.00\|3.39\|319.97\|319.97\|283.50\|99489;2026-06-16\|301.00\|-4.44\|309.00\|311.93\|290.04\|114010;2026-06-17\|361.20\|20.00\|298.99\|361.20\|295.10\|119849;2026-06-18\|378.75\|4.86\|362.30\|383.00\|361.65\|103774;2026-06-22\|376.14\|-0.69\|362.87\|387.47\|360.01\|82999;2026-06-23\|399.81\|6.29\|368.61\|407.00\|367.12\|93160;2026-06-24\|402.18\|0.59\|380.00\|432.98\|380.00\|83801;2026-06-25\|412.97\|2.68\|399.00\|428.57\|393.10\|80617;2026-06-26\|414.00\|0.25\|404.71\|427.99\|392.05\|88395;2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.37\|-9.15\|400.37\|404.00\|348.00\|90376;2026-07-16\|322.47\|-8.49\|329.93\|351.99\|320.50\|76272;2026-07-17\|300.50\|-6.81\|328.23\|330.00\|300.00\|90448;2026-07-20\|282.45\|-6.01\|309.52\|315.00\|272.00\|92270;2026-07-21\|326.00\|15.42\|288.00\|328.65\|267.00\|114196;2026-07-22\|310.62\|-4.72\|320.00\|332.90\|303.05\|93691;2026-07-23\|292.15\|-5.95\|315.67\|315.89\|289.00\|69204;2026-07-24\|299.99\|2.68\|287.97\|308.68\|285.37\|76100;2026-07-27\|307.00\|2.34\|299.00\|311.50\|286.00\|58054;2026-07-28\|287.01\|-6.51\|298.00\|311.00\|282.00\|72039;2026-07-29\|277.70\|-3.24\|287.00\|290.80\|256.00\|84660;2026-07-30\|262.13\|-5.61\|278.00\|278.92\|260.88\|64573;2026-07-31\|271.89\|3.97\|290.00\|294.25\|270.68\|93402;2026-08-03\|247.15\|-9.10\|269.05\|271.88\|245.91\|63239;2026-08-04\|257.00\|3.99\|248.56\|261.88\|245.00\|73669;2026-08-05\|280.41\|9.11\|259.66\|283.87\|257.00\|99830;2026-08-06\|279.10\|-0.47\|268.00\|288.80\|267.01\|82301;2026-08-07\|288.00\|3.19\|279.17\|290.76\|275.00\|82498;2026-08-10\|323.02\|12.16\|297.00\|326.52\|292.60\|117893;2026-08-11\|311.95\|-3.43\|320.79\|323.98\|303.90\|89421;2026-08-12\|314.10\|0.69\|317.28\|326.83\|309.45\|73623;2026-08-13\|305.60\|-2.71\|320.00\|322.58\|304.03\|74028;2026-08-14\|305.40\|-0.07\|311.10\|311.71\|298.00\|53459;2026-08-17\|318.51\|4.29\|305.37\|319.96\|302.01\|64075;2026-08-18\|337.40\|5.93\|320.80\|338.92\|317.00\|96455;2026-08-19\|295.96\|-12.28\|324.01\|332.00\|291.10\|104004;2026-08-20\|295.00\|-0.32\|300.00\|302.97\|289.30\|70536;2026-08-21\|301.10\|2.07\|294.50\|306.69\|290.50\|54606;2026-08-24\|301.40\|0.10\|302.20\|307.00\|291.00\|49592;2026-08-25\|292.38\|-2.99\|295.22\|298.99\|283.31\|46035;2026-08-26\|294.50\|0.73\|292.00\|302.87\|288.00\|36914;2026-08-27\|307.01\|4.25\|299.26\|309.07\|290.13\|55110;2026-08-28\|296.16\|-3.53\|303.07\|307.00\|295.02\|44267;2026-08-31\|301.70\|1.87\|285.00\|304.36\|283.90\|45558;2026-09-01\|284.81\|-5.60\|303.00\|306.10\|283.13\|39407;2026-09-02\|283.14\|-0.59\|281.98\|287.98\|278.00\|37907;2026-09-03\|281.61\|-0.54\|286.77\|287.60\|279.00\|25304;2026-09-04\|270.20\|-4.05\|285.05\|285.05\|268.01\|41389;2026-09-07\|281.40\|4.15\|275.00\|282.08\|272.98\|34242;2026-09-08\|280.84\|-0.20\|281.05\|285.50\|275.71\|30026;2026-09-09\|276.53\|-1.53\|283.15\|284.48\|275.67\|27187;2026-09-10\|277.84\|0.47\|275.00\|283.95\|272.50\|23703;2026-09-11\|274.58\|-1.17\|273.50\|277.75\|263.08\|34368
117523	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-05-08\|58.14\|1.95\|56.22\|58.61\|55.38\|308638;2026-05-11\|59.70\|2.68\|59.05\|61.50\|58.39\|375742;2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|590513;2026-07-13\|77.60\|-1.90\|77.91\|80.95\|77.00\|331949;2026-07-14\|75.88\|-2.22\|77.60\|78.58\|72.19\|351298;2026-07-15\|70.17\|-7.53\|77.18\|77.24\|69.60\|321251;2026-07-16\|65.50\|-6.66\|69.00\|70.80\|64.98\|325481;2026-07-17\|62.01\|-5.33\|64.89\|65.88\|61.10\|333485;2026-07-20\|59.53\|-4.00\|63.85\|63.90\|57.20\|344915;2026-07-21\|65.28\|9.66\|60.00\|65.38\|55.00\|437940;2026-07-22\|63.10\|-3.34\|63.35\|66.64\|62.60\|337124;2026-07-23\|61.12\|-3.14\|63.96\|63.96\|60.40\|200106;2026-07-24\|60.40\|-1.18\|59.90\|61.50\|59.39\|184485;2026-07-27\|60.74\|0.56\|60.29\|61.16\|58.00\|188052;2026-07-28\|56.07\|-7.69\|59.50\|60.55\|55.66\|222531;2026-07-29\|56.05\|-0.04\|56.00\|56.82\|53.07\|237947;2026-07-30\|53.79\|-4.03\|55.60\|56.32\|52.54\|231915;2026-07-31\|54.30\|0.95\|57.99\|58.76\|54.23\|285427;2026-08-03\|51.84\|-4.53\|53.57\|54.34\|51.63\|220495;2026-08-04\|54.15\|4.46\|52.82\|55.05\|52.11\|233311;2026-08-05\|58.15\|7.39\|54.12\|59.29\|53.83\|328373;2026-08-06\|58.47\|0.55\|56.60\|59.49\|56.48\|229945;2026-08-07\|61.21\|4.69\|58.49\|61.75\|58.18\|270046;2026-08-10\|60.02\|-1.94\|61.20\|61.70\|58.78\|205358;2026-08-11\|59.72\|-0.50\|59.45\|61.08\|59.25\|144377;2026-08-12\|62.02\|3.85\|59.97\|62.17\|59.52\|201491;2026-08-13\|59.91\|-3.40\|62.68\|62.88\|59.80\|209609;2026-08-14\|60.73\|1.37\|60.85\|61.20\|59.57\|130916;2026-08-17\|63.13\|3.95\|60.97\|63.31\|60.38\|205325;2026-08-18\|65.01\|2.98\|62.96\|65.38\|62.31\|261162;2026-08-19\|61.59\|-5.26\|63.00\|66.21\|61.08\|360604;2026-08-20\|59.39\|-3.57\|62.29\|62.35\|58.80\|282300;2026-08-21\|62.16\|4.66\|59.10\|63.88\|59.01\|280452;2026-08-24\|61.22\|-1.51\|62.50\|63.75\|59.65\|268992;2026-08-25\|58.64\|-4.21\|59.05\|59.86\|56.69\|262572;2026-08-26\|57.80\|-1.43\|59.05\|59.05\|57.52\|160833;2026-08-27\|63.00\|9.00\|58.58\|63.24\|57.86\|313986;2026-08-28\|60.95\|-3.25\|62.44\|63.01\|60.88\|198658;2026-08-31\|61.39\|0.72\|59.50\|61.52\|59.05\|182525;2026-09-01\|58.59\|-4.56\|61.00\|61.35\|58.50\|182036;2026-09-02\|56.92\|-2.85\|57.70\|57.71\|56.70\|135053;2026-09-03\|57.08\|0.28\|57.60\|57.85\|56.54\|128817;2026-09-04\|56.55\|-0.93\|57.60\|59.10\|56.00\|167578;2026-09-07\|57.92\|2.42\|57.50\|58.72\|57.32\|149929;2026-09-08\|56.60\|-2.28\|57.78\|58.25\|56.40\|135453;2026-09-09\|56.28\|-0.57\|56.97\|57.45\|55.99\|98243;2026-09-10\|56.28\|0.00\|55.70\|56.97\|55.43\|78875;2026-09-11\|55.99\|-0.52\|55.50\|55.99\|53.97\|136431
117522	苹果寻求获准从长鑫存储购买内存芯片	磷化铟收购+机器人电子皮肤+汽车内饰皮革 1、据2026年6月21日公告，公司签署框架协议拟收购磷化铟衬底及半导体电子材料业务，切入半导体材料领域；据2026年6月25日异常波动公告，公司澄清该收购尚需董事会审议，拟收购业务净资产不超过2500万元，2026年1-5月收入不超过500万元，对当期营收和净利润影响极小。 2、据2025年年度报告，公司已研发仿人类皮肤的多功能具身智能可穿戴皮革材料，集成MXene、MOFs等纳米材料，兼具导电传感特性，可应用于具身智能机器人电子皮肤；据2026年5月26日互动易，公司与苏州能斯达合作的柔性电子皮肤项目仍在推进中。 3、据2026年5月6日机构调研，控股子公司宏兴汽车皮革为理想汽车、蔚来汽车、江淮尊界汽车供应商，供应理想L系列、蔚来ES8/ET7、尊界S800等多款中高端车型天然皮革内饰，2026年将有新车型供应。	公司拟收购青岛立昂磷化铟衬底及半导体电子材料业务，切入光通信与算力光模块核心材料赛道	2026-05-08\|13.46\|0.22\|13.48\|13.52\|13.31\|27180;2026-05-11\|13.34\|-0.89\|13.46\|13.54\|13.17\|38210;2026-05-12\|13.19\|-1.12\|13.35\|13.45\|13.12\|28584;2026-05-13\|13.73\|4.09\|13.21\|13.79\|13.12\|67102;2026-05-14\|13.82\|0.66\|13.72\|14.09\|13.32\|52366;2026-05-15\|13.72\|-0.72\|13.78\|14.05\|13.60\|46051;2026-05-18\|13.64\|-0.58\|13.70\|13.70\|13.20\|47337;2026-05-19\|13.99\|2.57\|13.66\|14.03\|13.60\|64285;2026-05-20\|14.51\|3.72\|13.98\|14.73\|13.98\|117758;2026-05-21\|14.67\|1.10\|14.57\|15.02\|14.36\|103169;2026-05-22\|14.52\|-1.02\|14.79\|14.83\|14.49\|65540;2026-05-25\|15.97\|9.99\|14.77\|15.97\|14.67\|87042;2026-05-26\|15.81\|-1.00\|15.84\|16.59\|15.63\|230442;2026-05-27\|15.21\|-3.80\|15.89\|16.30\|15.09\|157231;2026-05-28\|15.30\|0.59\|15.22\|15.88\|14.89\|94725;2026-05-29\|15.12\|-1.18\|15.39\|15.66\|14.90\|83041;2026-06-01\|14.97\|-0.99\|14.94\|15.40\|14.75\|60395;2026-06-02\|14.53\|-2.94\|14.90\|15.16\|14.30\|70690;2026-06-03\|14.47\|-0.41\|14.52\|14.85\|14.26\|54350;2026-06-04\|14.71\|1.66\|14.54\|14.98\|14.18\|64039;2026-06-05\|14.74\|0.20\|14.72\|15.10\|14.36\|59230;2026-06-08\|15.79\|7.12\|14.52\|16.09\|14.21\|177238;2026-06-09\|15.94\|0.95\|15.66\|16.20\|15.59\|115579;2026-06-10\|15.34\|-3.76\|15.86\|16.37\|15.06\|116631;2026-06-11\|15.81\|3.06\|15.20\|15.93\|15.15\|112035;2026-06-12\|16.00\|1.20\|15.83\|16.40\|15.43\|117689;2026-06-15\|16.65\|4.06\|15.83\|16.65\|15.50\|153948;2026-06-16\|16.01\|-3.84\|16.59\|16.60\|15.71\|130599;2026-06-17\|16.27\|1.62\|15.85\|17.38\|15.64\|192143;2026-06-18\|17.90\|10.02\|16.02\|17.90\|16.01\|233087;2026-06-22\|19.69\|10.00\|19.69\|19.69\|19.69\|13206;2026-06-23\|21.66\|10.01\|21.66\|21.66\|21.66\|8898;2026-06-24\|23.83\|10.02\|23.83\|23.83\|23.83\|23203;2026-06-25\|26.21\|9.99\|26.21\|26.21\|26.21\|28974;2026-06-26\|28.83\|10.00\|28.83\|28.83\|28.83\|75307;2026-06-29\|31.70\|9.95\|29.99\|31.71\|27.33\|623221;2026-06-30\|28.53\|-10.00\|28.53\|28.66\|28.53\|68350;2026-07-01\|25.68\|-9.99\|26.68\|28.73\|25.68\|409364;2026-07-02\|28.25\|10.01\|24.10\|28.25\|23.11\|435555;2026-07-03\|29.03\|2.76\|27.20\|30.55\|25.50\|415470;2026-07-06\|28.58\|-1.55\|28.57\|31.36\|27.90\|320395;2026-07-07\|26.50\|-7.28\|29.08\|30.49\|26.45\|286464;2026-07-08\|29.15\|10.00\|26.61\|29.15\|25.52\|267581;2026-07-09\|30.81\|5.69\|28.50\|31.33\|26.50\|376379;2026-07-10\|30.80\|-0.03\|29.50\|31.70\|29.00\|319658;2026-07-13\|32.96\|7.01\|30.21\|33.88\|29.16\|456046;2026-07-14\|31.90\|-3.22\|32.00\|32.88\|29.66\|381997;2026-07-15\|28.71\|-10.00\|32.03\|33.20\|28.71\|280850;2026-07-16\|25.84\|-10.00\|25.84\|27.50\|25.84\|217157;2026-07-17\|23.26\|-9.98\|23.60\|24.18\|23.26\|86062;2026-07-20\|20.93\|-10.02\|21.93\|21.99\|20.93\|117364;2026-07-21\|19.99\|-4.49\|18.84\|21.77\|18.84\|330080;2026-07-22\|20.17\|0.90\|18.90\|21.50\|18.70\|295874;2026-07-23\|22.19\|10.01\|20.17\|22.19\|19.70\|255076;2026-07-24\|22.42\|1.04\|21.97\|24.38\|21.75\|309079;2026-07-27\|23.63\|5.40\|22.01\|24.00\|20.19\|264610;2026-07-28\|24.60\|4.11\|23.58\|25.36\|23.02\|313273;2026-07-29\|22.14\|-10.00\|23.50\|23.80\|22.14\|302429;2026-07-30\|21.63\|-2.30\|22.53\|24.00\|21.35\|291937;2026-07-31\|22.76\|5.22\|23.79\|23.79\|22.03\|314710;2026-08-03\|22.25\|-2.24\|23.23\|24.26\|21.10\|302361;2026-08-04\|24.48\|10.02\|22.69\|24.48\|22.18\|344876;2026-08-05\|26.93\|10.01\|24.96\|26.93\|24.96\|312100;2026-08-06\|28.65\|6.39\|27.00\|29.40\|27.00\|423976;2026-08-07\|28.33\|-1.12\|29.05\|29.29\|27.40\|380889;2026-08-10\|29.52\|4.20\|28.81\|29.75\|28.30\|329446;2026-08-11\|27.96\|-5.28\|28.05\|28.50\|27.42\|231419;2026-08-12\|28.88\|3.29\|27.82\|29.80\|27.50\|228478;2026-08-13\|28.46\|-1.45\|29.22\|29.78\|28.41\|233513;2026-08-14\|29.62\|4.08\|28.64\|31.31\|28.63\|339538;2026-08-17\|30.12\|1.69\|30.95\|31.57\|27.89\|405403;2026-08-18\|30.55\|1.43\|30.12\|30.80\|29.50\|322257;2026-08-19\|28.06\|-8.15\|28.51\|30.13\|27.73\|234812;2026-08-20\|28.41\|1.25\|28.56\|28.90\|27.30\|158413;2026-08-21\|28.29\|-0.42\|28.02\|29.62\|28.00\|158272;2026-08-24\|27.03\|-4.45\|28.14\|28.45\|26.25\|179181;2026-08-25\|26.20\|-3.07\|26.22\|26.93\|25.73\|120324;2026-08-26\|25.19\|-3.85\|26.25\|26.41\|24.42\|153742;2026-08-27\|25.95\|3.02\|25.53\|26.30\|24.93\|173561;2026-08-28\|24.89\|-4.08\|25.68\|25.95\|24.80\|140464;2026-08-31\|24.80\|-0.36\|23.74\|24.90\|23.48\|120645;2026-09-01\|24.56\|-0.97\|24.82\|24.84\|23.75\|110995;2026-09-02\|24.45\|-0.45\|24.24\|24.88\|23.93\|109705;2026-09-03\|24.20\|-1.02\|24.50\|24.74\|23.90\|89108;2026-09-04\|23.26\|-3.88\|24.59\|24.59\|23.08\|102173;2026-09-07\|20.93\|-10.02\|20.93\|20.93\|20.93\|15314;2026-09-08\|21.05\|0.57\|20.50\|21.50\|20.50\|357929;2026-09-09\|19.37\|-7.98\|20.65\|21.52\|19.31\|318780;2026-09-10\|18.93\|-2.27\|19.35\|19.50\|18.92\|147028;2026-09-11\|18.61\|-1.69\|18.93\|19.14\|18.18\|101026
117521	苹果寻求获准从长鑫存储购买内存芯片	AI推理芯片+端侧AI+人形机器人行业原因： API聚合平台OpenRouter数据显示，2026年2月，中国AI模型调用量三周大涨127%，首次超越美国，且全球前五中占四席。公司原因： 1、据2025年8月27日2025年半年度报告，公司是国内领先的AI推理芯片提供商，拥有DeepEdge10系列芯片及GPNPU架构，已商业化应用于机器人、边缘网关、服务器等场景。 2、据2026年2月12日互动易，在终端，公司计划加强与智能设备制造商的合作，将公司的AI推理芯片应用到其产品中；在边端，公司将以自研芯片、模组及服务器、IP授权等产品形式，面向机器人、无人车、无人机、智慧交通等场景提供高能效、低功率和高实时性要求的算力服务，并不断寻求在使用量级上持续突破。 3、据2025年11月21日互动易，公司参股深圳国创具身智能机器人有限公司，并开发新一代“大脑”芯片DeepXBot系列，用于人形机器人感知、认知、决策与控制推理任务。	公司正在研发的推理芯片采用GPNPU架构，引入3D堆叠存储架构突破“内存墙”，并以“算力积木”架构构建机架级超节点，目标满足万亿级乃至十万亿级MoE架构大模型的推理需求	2026-05-08\|87.11\|-2.96\|90.00\|90.00\|87.00\|150570;2026-05-11\|86.24\|-1.00\|88.85\|88.87\|84.65\|160612;2026-05-12\|84.01\|-2.59\|86.16\|86.41\|82.80\|156400;2026-05-13\|86.80\|3.32\|83.50\|87.77\|82.05\|164848;2026-05-14\|82.90\|-4.49\|88.00\|88.66\|82.18\|168398;2026-05-15\|80.80\|-2.53\|83.40\|85.40\|80.14\|174766;2026-05-18\|82.75\|2.41\|81.30\|85.14\|80.93\|145490;2026-05-19\|85.40\|3.20\|83.00\|85.84\|80.01\|172860;2026-05-20\|83.58\|-2.13\|84.19\|86.27\|83.05\|129751;2026-05-21\|77.50\|-7.27\|84.66\|85.18\|77.26\|175696;2026-05-22\|78.50\|1.29\|78.97\|79.43\|76.43\|120854;2026-05-25\|79.70\|1.53\|78.80\|81.44\|77.88\|121460;2026-05-26\|77.01\|-3.38\|79.71\|79.90\|75.50\|121094;2026-05-27\|74.26\|-3.57\|77.62\|78.19\|73.80\|107159;2026-05-28\|73.40\|-1.16\|74.50\|74.60\|71.85\|102479;2026-05-29\|68.55\|-6.61\|73.98\|74.44\|67.89\|130433;2026-06-01\|65.96\|-3.78\|68.70\|69.28\|65.90\|108757;2026-06-02\|64.81\|-1.74\|66.66\|67.28\|64.38\|108639;2026-06-03\|66.04\|1.90\|65.00\|67.85\|64.01\|122333;2026-06-04\|64.39\|-2.50\|65.05\|65.50\|63.85\|90851;2026-06-05\|63.76\|-0.98\|63.90\|65.99\|62.26\|97223;2026-06-08\|62.26\|-2.35\|61.50\|64.11\|61.27\|100829;2026-06-09\|64.22\|3.15\|63.00\|64.40\|61.31\|103082;2026-06-10\|63.91\|-0.48\|63.46\|69.19\|63.05\|155762;2026-06-11\|62.10\|-2.83\|63.80\|63.90\|61.50\|103799;2026-06-12\|61.16\|-1.51\|63.01\|63.80\|61.00\|130172;2026-06-15\|63.89\|4.46\|61.56\|64.44\|61.56\|105096;2026-06-16\|73.50\|15.04\|64.90\|75.00\|64.80\|263434;2026-06-17\|74.00\|0.68\|71.77\|74.75\|71.37\|187081;2026-06-18\|75.63\|2.20\|74.35\|78.78\|74.35\|191051;2026-06-22\|73.61\|-2.67\|75.30\|76.05\|70.51\|175908;2026-06-23\|71.71\|-2.58\|73.65\|76.20\|71.00\|125581;2026-06-24\|75.76\|5.65\|71.99\|77.12\|69.91\|155359;2026-06-25\|75.94\|0.24\|75.61\|77.77\|72.75\|177492;2026-06-26\|70.33\|-7.39\|74.63\|75.10\|70.33\|135700;2026-06-29\|77.45\|10.12\|70.92\|78.79\|70.66\|226786;2026-06-30\|81.66\|5.44\|76.60\|84.97\|76.30\|214063;2026-07-01\|81.52\|-0.17\|82.56\|86.49\|80.00\|193405;2026-07-02\|82.34\|1.01\|80.46\|86.20\|78.60\|212954;2026-07-03\|82.70\|0.44\|81.90\|86.20\|81.90\|157941;2026-07-06\|80.48\|-2.68\|83.03\|84.38\|79.60\|153395;2026-07-07\|79.47\|-1.25\|79.41\|83.50\|78.33\|154705;2026-07-08\|86.06\|8.29\|80.84\|88.83\|80.70\|309007;2026-07-09\|88.88\|3.28\|85.98\|89.38\|83.89\|245668;2026-07-10\|87.13\|-1.97\|87.11\|92.57\|85.10\|262917;2026-07-13\|84.16\|-3.41\|87.21\|90.76\|83.00\|206474;2026-07-14\|85.28\|1.33\|84.70\|86.17\|79.98\|209567;2026-07-15\|81.90\|-3.96\|85.99\|86.47\|79.63\|151264;2026-07-16\|80.59\|-1.60\|80.59\|86.19\|79.98\|159818;2026-07-17\|69.75\|-13.45\|80.37\|81.57\|68.76\|209067;2026-07-20\|67.89\|-2.67\|71.78\|73.26\|65.58\|209595;2026-07-21\|71.00\|4.58\|69.00\|71.27\|64.14\|172284;2026-07-22\|74.93\|5.54\|69.99\|77.29\|69.60\|202780;2026-07-23\|67.87\|-9.42\|74.90\|76.22\|67.62\|165575;2026-07-24\|66.66\|-1.78\|66.52\|69.61\|66.14\|103439;2026-07-27\|66.42\|-0.36\|66.33\|67.92\|64.15\|116464;2026-07-28\|62.69\|-5.62\|64.66\|65.97\|62.29\|115869;2026-07-29\|59.45\|-5.17\|62.57\|63.42\|57.60\|157497;2026-07-30\|52.65\|-11.44\|58.86\|59.40\|51.87\|189225;2026-07-31\|56.89\|8.05\|57.00\|58.53\|55.60\|183225;2026-08-03\|54.31\|-4.54\|56.91\|58.45\|53.70\|125075;2026-08-04\|56.70\|4.40\|55.50\|57.22\|54.50\|101783;2026-08-05\|60.25\|6.26\|56.30\|61.23\|56.02\|142836;2026-08-06\|60.47\|0.37\|59.60\|61.65\|58.85\|107848;2026-08-07\|61.55\|1.79\|60.27\|62.16\|58.61\|111810;2026-08-10\|59.99\|-2.53\|61.89\|62.00\|59.01\|93741;2026-08-11\|60.00\|0.02\|59.41\|60.83\|58.41\|68195;2026-08-12\|60.26\|0.43\|60.51\|61.30\|59.56\|58958;2026-08-13\|59.60\|-1.10\|61.50\|62.86\|59.58\|100403;2026-08-14\|59.79\|0.32\|59.93\|60.46\|58.42\|71053;2026-08-17\|62.39\|4.35\|60.00\|62.45\|59.36\|85284;2026-08-18\|60.90\|-2.39\|62.10\|62.41\|59.90\|101625;2026-08-19\|56.26\|-7.62\|59.71\|60.50\|55.89\|111827;2026-08-20\|56.55\|0.52\|56.33\|58.20\|56.00\|70045;2026-08-21\|57.12\|1.01\|56.00\|58.15\|55.45\|58874;2026-08-24\|55.05\|-3.62\|57.00\|57.57\|54.38\|59985;2026-08-25\|55.60\|1.00\|54.77\|56.28\|54.10\|56141;2026-08-26\|55.23\|-0.67\|55.10\|56.36\|54.88\|47581;2026-08-27\|59.54\|7.80\|55.91\|59.75\|55.88\|107916;2026-08-28\|55.90\|-6.11\|59.43\|60.43\|55.90\|101144;2026-08-31\|60.16\|7.62\|55.50\|60.20\|54.11\|120452;2026-09-01\|57.52\|-4.39\|59.99\|60.31\|56.92\|100178;2026-09-02\|57.47\|-0.09\|56.58\|58.70\|56.15\|91990;2026-09-03\|56.86\|-1.06\|57.91\|58.34\|55.96\|63775;2026-09-04\|56.99\|0.23\|57.70\|59.16\|56.00\|105376;2026-09-07\|56.24\|-1.32\|57.45\|57.56\|55.83\|81588;2026-09-08\|54.78\|-2.60\|56.19\|56.58\|54.68\|70018;2026-09-09\|54.50\|-0.51\|54.80\|55.75\|54.18\|55743;2026-09-10\|53.20\|-2.39\|54.06\|54.10\|52.88\|57378;2026-09-11\|51.98\|-2.29\|53.01\|53.11\|50.30\|78106
117520	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：上海新阳KrF光刻胶已批量化销售，叠加苹果拟采购长鑫存储芯片催化国产芯片材料逻辑；涨停缘由：KrF光刻胶实现稳定量产并批量出货，ArF光刻胶样品进入国内晶圆厂验证阶段；苹果寻求获准采购长鑫存储内存芯片，强化国产存储产业链信心，带动上游材料关注度提升；资金逻辑：涨停当日主力资金净流入超9000万元，融资余额单日增长超4000万元，大单与中单合计占比超八成，显示机构与杠杆资金高度共识；风险提示：EUV光刻胶仍处早期开发阶段，技术差距明显；ArF验证周期较长，短期放量不确定性较高	半导体关键工艺材料提供商；公司KrF光刻胶已批量化生产销售，ArF类光刻胶样品目前在国内晶圆制造企业验证中，EUV光刻胶尚在开发阶段	2026-05-08\|91.80\|-4.16\|93.75\|94.30\|91.31\|146196;2026-05-11\|95.77\|4.32\|93.86\|98.19\|93.00\|152044;2026-05-12\|99.72\|4.12\|95.00\|100.65\|94.61\|172300;2026-05-13\|102.66\|2.95\|97.90\|104.31\|95.68\|161566;2026-05-14\|95.70\|-6.78\|102.00\|102.44\|95.68\|165042;2026-05-15\|98.31\|2.73\|95.82\|104.00\|94.01\|195433;2026-05-18\|100.66\|2.39\|98.35\|103.24\|94.63\|155504;2026-05-19\|103.33\|2.65\|99.89\|103.71\|97.05\|128279;2026-05-20\|105.58\|2.18\|102.38\|108.11\|101.98\|186834;2026-05-21\|99.56\|-5.70\|107.00\|110.90\|99.00\|220460;2026-05-22\|98.85\|-0.71\|101.38\|101.60\|96.68\|145094;2026-05-25\|109.67\|10.95\|98.75\|114.77\|94.51\|270137;2026-05-26\|105.33\|-3.54\|109.56\|109.56\|102.00\|168783;2026-05-27\|97.93\|-7.03\|105.87\|107.13\|97.60\|193709;2026-05-28\|101.53\|3.68\|97.53\|104.43\|96.60\|153515;2026-05-29\|91.18\|-10.19\|101.47\|101.47\|89.67\|211045;2026-06-01\|89.81\|-1.50\|91.18\|93.50\|89.55\|119905;2026-06-02\|90.92\|1.24\|90.80\|93.33\|89.55\|100357;2026-06-03\|92.38\|1.61\|91.01\|95.88\|90.98\|120731;2026-06-04\|93.90\|1.65\|91.38\|94.88\|91.00\|97671;2026-06-05\|93.45\|-0.48\|92.01\|97.66\|89.56\|145741;2026-06-08\|87.83\|-6.01\|88.03\|91.09\|86.86\|113389;2026-06-09\|95.80\|9.07\|89.01\|96.03\|88.21\|165317;2026-06-10\|96.43\|0.66\|94.61\|98.50\|93.88\|159741;2026-06-11\|102.02\|5.80\|95.81\|102.69\|95.51\|207441;2026-06-12\|95.73\|-6.17\|102.17\|106.00\|94.03\|247669;2026-06-15\|100.49\|4.97\|96.99\|100.58\|93.01\|160860;2026-06-16\|100.02\|-0.47\|100.48\|101.67\|98.68\|136227;2026-06-17\|106.56\|6.54\|98.31\|106.86\|98.03\|180268;2026-06-18\|105.80\|-0.71\|106.00\|107.57\|104.01\|154262;2026-06-22\|109.11\|3.13\|107.01\|109.69\|104.44\|175952;2026-06-23\|105.70\|-3.13\|110.00\|112.91\|104.12\|151877;2026-06-24\|114.41\|8.24\|106.70\|115.19\|103.58\|222022;2026-06-25\|113.58\|-0.73\|115.59\|115.63\|109.33\|188735;2026-06-26\|116.76\|2.80\|111.25\|119.00\|111.00\|205582;2026-06-29\|128.77\|10.29\|119.00\|131.97\|118.24\|278122;2026-06-30\|131.50\|2.12\|129.50\|131.95\|123.00\|208364;2026-07-01\|126.02\|-4.17\|128.59\|136.98\|124.05\|222405;2026-07-02\|117.31\|-6.91\|119.00\|123.78\|113.35\|192086;2026-07-03\|109.79\|-6.41\|116.00\|118.73\|109.03\|161919;2026-07-06\|110.00\|0.19\|113.00\|114.99\|106.03\|135945;2026-07-07\|114.55\|4.14\|108.85\|116.88\|107.33\|129843;2026-07-08\|110.58\|-3.47\|114.40\|115.25\|104.55\|128270;2026-07-09\|131.32\|18.76\|115.05\|132.50\|115.00\|247159;2026-07-10\|119.70\|-8.85\|130.01\|132.67\|119.17\|197341;2026-07-13\|113.35\|-5.30\|117.69\|121.29\|113.00\|131620;2026-07-14\|115.76\|2.13\|115.63\|117.18\|110.28\|129382;2026-07-15\|103.56\|-10.54\|116.00\|117.69\|103.31\|169829;2026-07-16\|93.70\|-9.52\|102.03\|103.39\|93.03\|163748;2026-07-17\|88.96\|-5.06\|94.87\|95.90\|88.89\|154924;2026-07-20\|82.00\|-7.82\|91.50\|92.38\|78.56\|171955;2026-07-21\|93.51\|14.04\|82.70\|94.00\|77.05\|203137;2026-07-22\|88.55\|-5.30\|92.01\|94.32\|88.11\|141046;2026-07-23\|86.12\|-2.74\|89.22\|91.00\|84.60\|107798;2026-07-24\|86.47\|0.41\|84.57\|88.30\|83.81\|92501;2026-07-27\|87.68\|1.40\|85.20\|89.28\|83.38\|113296;2026-07-28\|83.60\|-4.65\|86.13\|90.33\|83.00\|110423;2026-07-29\|86.68\|3.68\|83.99\|86.89\|78.58\|153211;2026-07-30\|81.63\|-5.83\|85.14\|85.84\|79.74\|121118;2026-07-31\|84.40\|3.39\|87.19\|89.40\|83.99\|151685;2026-08-03\|80.11\|-5.08\|82.02\|83.87\|80.11\|92421;2026-08-04\|85.22\|6.38\|80.74\|86.65\|79.50\|100154;2026-08-05\|90.01\|5.62\|85.00\|90.99\|85.00\|132184;2026-08-06\|91.89\|2.09\|88.44\|92.77\|87.51\|126970;2026-08-07\|92.91\|1.11\|91.87\|94.10\|89.33\|133371;2026-08-10\|94.50\|1.71\|93.33\|95.18\|91.02\|93395;2026-08-11\|92.01\|-2.63\|93.09\|94.68\|91.78\|70254;2026-08-12\|93.50\|1.62\|92.50\|95.63\|92.20\|73969;2026-08-13\|91.50\|-2.14\|95.03\|96.29\|91.20\|78033;2026-08-14\|93.95\|2.68\|92.88\|94.16\|91.50\|64146;2026-08-17\|101.46\|7.99\|94.65\|102.00\|94.65\|135907;2026-08-18\|103.41\|1.92\|101.46\|103.97\|99.30\|103662;2026-08-19\|93.85\|-9.24\|99.97\|101.50\|92.83\|131883;2026-08-20\|95.77\|2.05\|95.01\|96.85\|93.13\|100551;2026-08-21\|88.70\|-7.38\|92.24\|93.20\|86.78\|173752;2026-08-24\|88.90\|0.23\|90.00\|90.66\|86.50\|110150;2026-08-25\|86.70\|-2.47\|87.54\|87.77\|83.00\|97238;2026-08-26\|86.50\|-0.23\|86.75\|88.42\|85.88\|62428;2026-08-27\|90.61\|4.75\|87.94\|91.48\|86.76\|85862;2026-08-28\|87.78\|-3.12\|90.09\|91.24\|87.75\|61885;2026-08-31\|88.33\|0.63\|86.01\|88.50\|85.38\|60326;2026-09-01\|85.71\|-2.97\|88.31\|88.46\|85.15\|57060;2026-09-02\|84.65\|-1.24\|84.61\|85.50\|83.67\|40180;2026-09-03\|83.75\|-1.06\|85.58\|85.74\|82.67\|52627;2026-09-04\|81.20\|-3.04\|84.65\|85.48\|80.60\|59141;2026-09-07\|83.75\|3.14\|82.42\|84.79\|82.00\|57788;2026-09-08\|83.23\|-0.62\|83.81\|85.14\|82.34\|47917;2026-09-09\|83.52\|0.35\|83.97\|85.38\|83.00\|50544;2026-09-10\|83.39\|-0.16\|82.90\|84.25\|82.18\|32566;2026-09-11\|82.30\|-1.31\|82.00\|82.99\|79.60\|58511
117519	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：国内功率半导体IDM龙头，纵向一体化覆盖硅片-芯片-封装测试，受益存储涨价带动晶圆代工需求及汽车电子渗透提升；涨停缘由：车规级MOSFET、IGBT模块批量供货比亚迪、蔚来；光伏逆变器配套份额提升；硅片自供比例提高增强成本优势；资金逻辑：资金聚焦半导体中业绩确定性最强的功率赛道，叠加低估值修复与国产替代加速，机构增持意愿强烈；风险提示：功率器件价格仍处下行通道；海外巨头降价竞争加剧；新能源车增速放缓或影响订单持续性	公司为功率半导体龙头，是国内少数集单晶硅片制造、芯片设计制造、器件设计封装测试、终端销售与服务等纵向产业链为一体的规模企业	2026-05-08\|76.64\|-2.32\|77.80\|77.99\|74.88\|207339;2026-05-11\|77.73\|1.42\|77.80\|78.98\|76.50\|254550;2026-05-12\|78.40\|0.86\|77.73\|78.46\|74.88\|251915;2026-05-13\|83.12\|6.02\|76.88\|83.47\|75.80\|313231;2026-05-14\|84.00\|1.06\|84.22\|85.80\|82.01\|349303;2026-05-15\|82.89\|-1.32\|84.32\|85.44\|80.31\|313641;2026-05-18\|81.40\|-1.80\|82.21\|83.36\|80.10\|221900;2026-05-19\|79.61\|-2.20\|80.39\|80.88\|76.37\|223872;2026-05-20\|83.71\|5.15\|79.00\|83.71\|78.90\|248703;2026-05-21\|77.61\|-7.29\|84.78\|84.78\|77.50\|279160;2026-05-22\|86.38\|11.30\|79.51\|88.00\|79.36\|420155;2026-05-25\|95.24\|10.26\|89.39\|96.30\|86.88\|441524;2026-05-26\|97.90\|2.79\|93.90\|99.77\|90.61\|407324;2026-05-27\|110.02\|12.38\|101.90\|114.86\|101.20\|516596;2026-05-28\|114.30\|3.89\|110.80\|118.00\|108.13\|415839;2026-05-29\|107.12\|-6.28\|114.00\|115.41\|106.00\|372979;2026-06-01\|99.25\|-7.35\|105.21\|107.03\|98.78\|339072;2026-06-02\|101.50\|2.27\|99.38\|103.98\|96.10\|277013;2026-06-03\|105.82\|4.26\|107.23\|111.23\|103.95\|334634;2026-06-04\|105.50\|-0.30\|104.00\|108.96\|103.00\|221875;2026-06-05\|102.87\|-2.49\|104.19\|108.66\|101.31\|226643;2026-06-08\|94.46\|-8.18\|97.73\|98.78\|93.18\|238394;2026-06-09\|107.88\|14.21\|97.96\|108.00\|95.35\|272519;2026-06-10\|100.40\|-6.93\|103.01\|105.88\|99.02\|209643;2026-06-11\|100.19\|-0.21\|99.01\|102.98\|98.50\|174159;2026-06-12\|96.68\|-3.50\|104.20\|105.88\|95.75\|255533;2026-06-15\|105.15\|8.76\|98.77\|105.98\|94.72\|281675;2026-06-16\|108.80\|3.47\|107.00\|113.00\|105.35\|311039;2026-06-17\|114.10\|4.87\|108.00\|115.00\|106.66\|373853;2026-06-18\|123.13\|7.91\|113.50\|126.12\|111.88\|371698;2026-06-22\|128.11\|4.04\|130.00\|133.07\|123.32\|400348;2026-06-23\|132.96\|3.79\|128.00\|136.50\|127.00\|399932;2026-06-24\|132.99\|0.02\|130.00\|142.72\|129.00\|432214;2026-06-25\|137.45\|3.35\|132.03\|138.00\|129.26\|363205;2026-06-26\|135.76\|-1.23\|133.88\|142.67\|129.51\|333740;2026-06-29\|149.95\|10.45\|145.24\|155.95\|141.19\|405740;2026-06-30\|157.23\|4.86\|153.00\|159.88\|142.25\|348785;2026-07-01\|152.00\|-3.33\|154.96\|162.00\|147.96\|319294;2026-07-02\|135.59\|-10.80\|145.50\|146.97\|135.00\|299367;2026-07-03\|129.46\|-4.52\|134.00\|138.00\|128.00\|258565;2026-07-06\|131.44\|1.53\|131.50\|134.29\|125.01\|239161;2026-07-07\|134.90\|2.63\|129.44\|139.58\|127.30\|259905;2026-07-08\|128.04\|-5.09\|135.30\|136.88\|122.60\|232924;2026-07-09\|136.62\|6.70\|130.88\|136.83\|123.91\|265525;2026-07-10\|118.67\|-13.14\|135.50\|139.13\|118.10\|376695;2026-07-13\|113.31\|-4.52\|117.52\|120.99\|112.50\|304408;2026-07-14\|113.30\|-0.01\|115.00\|115.44\|105.27\|305305;2026-07-15\|105.56\|-6.83\|114.30\|114.58\|105.11\|203784;2026-07-16\|101.70\|-3.66\|103.88\|109.08\|100.31\|190301;2026-07-17\|93.07\|-8.49\|103.00\|103.00\|92.57\|209778;2026-07-20\|86.90\|-6.63\|95.05\|96.00\|84.50\|271084;2026-07-21\|98.51\|13.36\|88.50\|99.44\|83.00\|273638;2026-07-22\|96.30\|-2.24\|96.00\|102.30\|95.88\|293018;2026-07-23\|93.14\|-3.28\|97.00\|97.95\|91.64\|160003;2026-07-24\|90.60\|-2.73\|91.83\|93.39\|89.12\|141836;2026-07-27\|93.22\|2.89\|90.60\|93.58\|87.17\|144198;2026-07-28\|84.80\|-9.03\|90.00\|91.94\|83.84\|182415;2026-07-29\|87.60\|3.30\|85.99\|87.76\|80.38\|197913;2026-07-30\|81.93\|-6.47\|86.01\|87.97\|80.57\|162633;2026-07-31\|83.92\|2.43\|89.00\|90.00\|83.89\|202706;2026-08-03\|79.98\|-4.69\|83.00\|84.40\|79.63\|147987;2026-08-04\|86.80\|8.53\|81.98\|87.97\|80.92\|195862;2026-08-05\|91.01\|4.85\|86.76\|93.23\|86.47\|225204;2026-08-06\|94.03\|3.32\|90.00\|95.55\|89.30\|211326;2026-08-07\|96.93\|3.08\|93.89\|98.55\|92.50\|172745;2026-08-10\|94.11\|-2.91\|97.01\|97.60\|92.37\|144354;2026-08-11\|96.20\|2.22\|93.50\|99.20\|92.77\|156454;2026-08-12\|96.64\|0.46\|97.78\|97.78\|94.88\|97874;2026-08-13\|95.55\|-1.13\|98.00\|99.87\|95.53\|144839;2026-08-14\|96.38\|0.87\|96.89\|97.31\|94.51\|89921;2026-08-17\|99.78\|3.53\|96.19\|99.78\|96.00\|124888;2026-08-18\|102.20\|2.43\|100.90\|102.97\|97.76\|193359;2026-08-19\|101.49\|-0.69\|98.86\|108.25\|97.81\|327858;2026-08-20\|96.29\|-5.12\|100.00\|100.31\|94.02\|255332;2026-08-21\|103.04\|7.01\|94.55\|103.50\|94.50\|251295;2026-08-24\|97.80\|-5.09\|101.00\|104.00\|95.51\|243811;2026-08-25\|93.25\|-4.65\|95.00\|95.55\|89.68\|216760;2026-08-26\|91.55\|-1.82\|93.00\|93.52\|90.25\|147529;2026-08-27\|96.93\|5.88\|92.50\|97.35\|92.03\|173105;2026-08-28\|94.43\|-2.58\|95.98\|97.79\|94.39\|113597;2026-08-31\|93.22\|-1.28\|91.70\|93.99\|90.37\|158941;2026-09-01\|90.03\|-3.42\|93.01\|93.50\|88.85\|143214;2026-09-02\|87.99\|-2.27\|88.85\|89.97\|87.85\|101452;2026-09-03\|88.98\|1.13\|89.22\|90.80\|88.50\|97870;2026-09-04\|86.19\|-3.14\|90.01\|90.98\|85.39\|111554;2026-09-07\|89.00\|3.26\|87.78\|89.57\|87.02\|96181;2026-09-08\|86.82\|-2.45\|88.48\|89.28\|86.70\|88031;2026-09-09\|87.01\|0.22\|87.43\|88.50\|86.34\|59933;2026-09-10\|86.41\|-0.69\|86.50\|87.68\|85.55\|59970;2026-09-11\|84.36\|-2.37\|84.96\|85.19\|82.90\|90646
117518	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：长鑫科技IPO注册获批强化国产半导体制造信心，公司作为掩膜版核心供应商深度服务中芯国际、士兰微等客户；涨停缘由：掩膜版是晶圆制造关键耗材，长鑫科技量产将拉动上游配套需求，清溢光电在集成电路掩膜版领域市占率持续提升；资金逻辑：资金挖掘国产替代纵深环节，掩膜版国产化率仍偏低，公司技术壁垒高、客户黏性强；风险提示：掩膜版行业周期性明显，下游晶圆厂资本开支节奏变化将直接影响订单能见度	公司产品线已覆盖了半导体芯片掩膜版中的封装领域	2026-05-08\|32.37\|-2.32\|32.90\|32.94\|31.90\|79356;2026-05-11\|33.17\|2.47\|32.91\|33.79\|32.59\|83181;2026-05-12\|32.68\|-1.48\|33.23\|33.23\|32.18\|69001;2026-05-13\|33.06\|1.16\|31.99\|33.23\|31.92\|60238;2026-05-14\|33.04\|-0.06\|33.40\|33.77\|32.63\|73860;2026-05-15\|33.44\|1.21\|33.06\|34.27\|32.91\|89762;2026-05-18\|33.27\|-0.51\|33.19\|33.99\|32.33\|65045;2026-05-19\|34.43\|3.49\|32.96\|34.50\|32.30\|96639;2026-05-20\|35.19\|2.21\|34.24\|35.44\|33.93\|108012;2026-05-21\|32.64\|-7.25\|35.99\|36.58\|32.48\|161279;2026-05-22\|33.78\|3.49\|32.94\|34.05\|32.57\|108205;2026-05-25\|35.78\|5.92\|33.88\|35.97\|33.01\|134948;2026-05-26\|34.02\|-4.92\|35.54\|35.55\|33.08\|122960;2026-05-27\|33.31\|-2.09\|34.34\|35.26\|33.14\|118983;2026-05-28\|34.52\|3.63\|33.21\|34.70\|32.90\|115989;2026-05-29\|31.14\|-9.79\|34.59\|34.86\|30.86\|140002;2026-06-01\|30.49\|-2.09\|31.16\|31.67\|30.38\|74440;2026-06-02\|31.12\|2.07\|30.20\|31.70\|29.60\|92286;2026-06-03\|31.06\|-0.19\|30.99\|32.12\|30.49\|86946;2026-06-04\|31.44\|1.22\|30.47\|31.92\|30.47\|58805;2026-06-05\|31.95\|1.62\|31.00\|33.19\|30.21\|90931;2026-06-08\|30.77\|-3.69\|30.25\|31.98\|29.92\|80595;2026-06-09\|32.50\|5.62\|31.17\|32.64\|30.50\|92856;2026-06-10\|34.20\|5.23\|32.16\|34.83\|32.00\|177261;2026-06-11\|36.75\|7.46\|33.58\|37.84\|33.51\|235657;2026-06-12\|35.32\|-3.89\|38.00\|40.00\|34.93\|261607;2026-06-15\|37.48\|6.12\|35.41\|38.00\|34.68\|194389;2026-06-16\|37.11\|-0.99\|37.38\|37.60\|36.63\|187208;2026-06-17\|40.93\|10.29\|36.30\|42.58\|36.03\|259488;2026-06-18\|39.26\|-4.08\|40.53\|40.61\|39.03\|179951;2026-06-22\|40.00\|1.88\|39.88\|40.43\|38.05\|189299;2026-06-23\|38.22\|-4.23\|39.00\|39.00\|37.11\|119962;2026-06-24\|40.14\|5.02\|37.55\|40.30\|36.92\|152473;2026-06-25\|40.65\|1.27\|40.15\|41.32\|38.47\|162923;2026-06-26\|42.55\|4.67\|39.50\|44.98\|39.31\|210366;2026-06-29\|47.05\|10.58\|43.52\|47.15\|42.00\|243588;2026-06-30\|47.00\|-0.11\|47.00\|47.51\|44.46\|190069;2026-07-01\|50.39\|7.21\|46.07\|53.49\|45.88\|218754;2026-07-02\|45.70\|-9.31\|47.90\|49.48\|44.58\|175993;2026-07-03\|42.39\|-7.24\|45.00\|46.50\|42.36\|163102;2026-07-06\|41.31\|-2.55\|42.53\|42.95\|39.76\|130154;2026-07-07\|41.49\|0.44\|40.50\|42.44\|40.14\|112504;2026-07-08\|45.70\|10.15\|41.20\|47.99\|38.00\|236384;2026-07-09\|47.96\|4.95\|45.51\|48.28\|44.47\|196516;2026-07-10\|43.80\|-8.67\|48.00\|49.20\|43.80\|182519;2026-07-13\|44.60\|1.83\|42.97\|48.19\|42.67\|172724;2026-07-14\|48.16\|7.98\|43.85\|50.31\|43.56\|258519;2026-07-15\|41.30\|-14.24\|48.17\|48.19\|40.50\|253716;2026-07-16\|36.75\|-11.02\|38.77\|40.80\|36.49\|185621;2026-07-17\|33.54\|-8.73\|36.20\|37.09\|33.37\|135721;2026-07-20\|29.96\|-10.67\|34.56\|35.20\|29.22\|157523;2026-07-21\|33.89\|13.12\|30.50\|34.56\|27.36\|176688;2026-07-22\|32.08\|-5.34\|32.99\|34.19\|31.89\|127525;2026-07-23\|30.40\|-5.24\|32.00\|32.30\|30.00\|104076;2026-07-24\|29.74\|-2.17\|29.58\|30.90\|29.34\|74555;2026-07-27\|30.70\|3.23\|29.90\|30.70\|28.46\|79370;2026-07-28\|29.91\|-2.57\|30.02\|32.59\|29.31\|116223;2026-07-29\|28.82\|-3.64\|29.83\|29.90\|27.91\|100229;2026-07-30\|26.69\|-7.39\|28.39\|28.80\|26.68\|99607;2026-07-31\|27.60\|3.41\|28.85\|29.68\|27.60\|102055;2026-08-03\|26.83\|-2.79\|27.10\|27.98\|26.76\|66849;2026-08-04\|29.10\|8.46\|27.17\|29.48\|27.00\|93431;2026-08-05\|30.57\|5.05\|29.04\|31.25\|28.68\|96582;2026-08-06\|31.35\|2.55\|29.82\|31.51\|29.73\|80846;2026-08-07\|32.05\|2.23\|31.20\|32.20\|30.72\|88692;2026-08-10\|32.20\|0.47\|32.13\|32.45\|31.31\|70813;2026-08-11\|32.90\|2.17\|31.75\|33.90\|31.29\|101234;2026-08-12\|34.26\|4.13\|33.76\|35.08\|32.80\|137222;2026-08-13\|33.00\|-3.68\|35.11\|35.11\|33.00\|108509;2026-08-14\|34.21\|3.67\|33.30\|34.49\|33.09\|83347;2026-08-17\|35.40\|3.48\|34.00\|35.82\|33.82\|90226;2026-08-18\|36.75\|3.81\|35.12\|37.08\|34.50\|117339;2026-08-19\|35.28\|-4.00\|35.15\|36.74\|34.57\|119691;2026-08-20\|34.40\|-2.49\|35.90\|35.98\|33.76\|75688;2026-08-21\|33.98\|-1.22\|33.98\|35.08\|33.52\|58040;2026-08-24\|34.21\|0.68\|34.23\|34.46\|32.97\|61184;2026-08-25\|33.77\|-1.29\|33.50\|34.25\|31.99\|69297;2026-08-26\|34.69\|2.72\|34.10\|35.96\|33.61\|102739;2026-08-27\|36.16\|4.24\|34.56\|37.28\|34.17\|115444;2026-08-28\|37.84\|4.65\|35.81\|39.15\|35.66\|119099;2026-08-31\|37.97\|0.34\|36.66\|38.50\|36.06\|110283;2026-09-01\|36.82\|-3.03\|37.88\|38.55\|36.20\|101829;2026-09-02\|36.18\|-1.74\|35.90\|36.65\|34.86\|77568;2026-09-03\|35.54\|-1.77\|36.70\|36.70\|34.91\|73365;2026-09-04\|33.59\|-5.49\|35.71\|36.10\|33.18\|87576;2026-09-07\|34.30\|2.11\|33.50\|34.51\|33.50\|60235;2026-09-08\|33.50\|-2.33\|34.44\|34.74\|33.42\|55157;2026-09-09\|34.70\|3.58\|33.55\|35.19\|33.53\|83885;2026-09-10\|34.79\|0.26\|34.30\|35.35\|34.13\|63758;2026-09-11\|33.76\|-2.96\|34.24\|34.55\|32.88\|62259
117517	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：中微公司4月27日涨停，受益于HBM3量产加速对高精度刻蚀设备的迫切需求，叠加逻辑芯片先进制程扩产持续超预期；涨停缘由：公司CCP刻蚀设备已批量导入台积电、中芯国际5nm/3nm产线，ICP设备在HBM TSV深孔刻蚀环节实现突破；英特尔、德州仪器业绩超预期印证全球晶圆厂资本开支回升；资金逻辑：近5日主力资金净流入3.1亿元，融资买入额占全市场半导体设备板块首位，游资接力明显；风险提示：设备交付周期拉长致季度收入确认波动加大；海外出口管制政策存在潜在扰动	公司为国内半导体设备龙头，核心产品等离子体刻蚀设备已批量应用在国内外一线客户从65纳米到14纳米、7纳米和5纳米及更先进生产线中；一季度净利润同比增长197.2%	2026-05-08\|370.00\|-3.80\|380.00\|386.76\|366.64\|175410;2026-05-11\|383.64\|3.69\|377.05\|393.33\|371.30\|229066;2026-05-12\|388.45\|1.25\|384.00\|396.78\|374.36\|187768;2026-05-13\|405.60\|4.42\|376.00\|409.53\|374.00\|207028;2026-05-14\|387.17\|-4.54\|407.98\|409.58\|387.01\|157783;2026-05-15\|432.90\|11.81\|393.36\|464.00\|369.98\|380981;2026-05-18\|438.75\|1.35\|441.00\|461.88\|435.01\|279792;2026-05-19\|479.51\|9.29\|432.17\|480.00\|428.10\|300380;2026-05-20\|490.33\|2.26\|475.00\|498.00\|470.00\|293148;2026-05-21\|475.80\|-2.96\|490.62\|533.33\|473.00\|365299;2026-05-22\|469.60\|-1.30\|480.00\|483.33\|452.00\|297068;2026-05-25\|485.30\|3.34\|453.36\|491.98\|438.00\|363979;2026-05-26\|463.51\|-4.49\|475.60\|480.00\|452.15\|246821;2026-05-27\|455.05\|-1.83\|463.95\|486.70\|453.48\|229388;2026-05-28\|453.12\|-0.42\|453.90\|458.88\|441.03\|209929;2026-05-29\|297.68\|-2.04\|305.99\|306.58\|287.00\|301355;2026-06-01\|273.00\|-8.29\|290.00\|291.73\|271.50\|325732;2026-06-02\|282.80\|3.59\|278.46\|286.32\|268.44\|269236;2026-06-03\|285.92\|1.10\|281.99\|296.74\|278.80\|332414;2026-06-04\|289.39\|1.21\|280.99\|295.88\|280.88\|225784;2026-06-05\|276.00\|-4.63\|281.74\|287.65\|274.54\|219733;2026-06-08\|265.47\|-3.82\|265.20\|272.88\|261.60\|211047;2026-06-09\|285.04\|7.37\|272.09\|286.00\|270.60\|212813;2026-06-10\|289.11\|1.43\|282.89\|306.00\|282.00\|296079;2026-06-11\|303.12\|4.85\|299.99\|303.86\|292.00\|275032;2026-06-12\|303.92\|0.26\|318.27\|324.90\|303.90\|398067;2026-06-15\|319.98\|5.28\|309.99\|319.98\|299.17\|258422;2026-06-16\|319.00\|-0.31\|319.98\|323.70\|313.39\|205015;2026-06-17\|351.00\|10.03\|314.00\|351.88\|312.17\|313379;2026-06-18\|360.00\|2.56\|350.00\|368.00\|345.00\|261448;2026-06-22\|372.74\|3.54\|371.99\|385.00\|358.00\|283319;2026-06-23\|371.72\|-0.27\|372.74\|388.50\|364.50\|331536;2026-06-24\|383.00\|3.03\|362.50\|395.00\|359.30\|311932;2026-06-25\|399.13\|4.21\|388.01\|412.50\|388.01\|296757;2026-06-26\|413.00\|3.48\|397.00\|423.80\|393.24\|319523;2026-06-29\|456.69\|10.58\|419.19\|459.00\|419.19\|408099;2026-06-30\|468.50\|2.59\|457.00\|474.07\|446.10\|350683;2026-07-01\|462.00\|-1.39\|460.01\|500.00\|452.96\|353345;2026-07-02\|408.90\|-11.49\|428.50\|444.50\|407.00\|436400;2026-07-03\|413.69\|1.17\|396.21\|428.68\|392.00\|338123;2026-07-06\|420.00\|1.53\|424.96\|427.77\|392.45\|300175;2026-07-07\|420.04\|0.01\|408.00\|430.13\|401.56\|247776;2026-07-08\|423.00\|0.70\|420.00\|439.31\|402.00\|271527;2026-07-09\|471.59\|11.49\|433.99\|474.50\|430.00\|339455;2026-07-10\|434.51\|-7.86\|471.59\|492.05\|434.00\|379947;2026-07-13\|408.60\|-5.96\|421.47\|443.60\|402.03\|363808;2026-07-14\|405.30\|-0.81\|400.43\|415.00\|379.00\|356430;2026-07-15\|391.29\|-3.46\|414.00\|414.80\|385.85\|261113;2026-07-16\|361.42\|-7.63\|383.18\|391.00\|359.09\|318691;2026-07-17\|350.69\|-2.97\|364.62\|368.04\|341.86\|371244;2026-07-20\|342.50\|-2.34\|355.00\|361.97\|332.99\|366847;2026-07-21\|407.89\|19.09\|352.97\|409.00\|341.02\|449914;2026-07-22\|392.99\|-3.65\|395.34\|408.00\|381.20\|347055;2026-07-23\|375.20\|-4.53\|398.97\|399.00\|367.00\|263213;2026-07-24\|388.50\|3.54\|370.00\|396.00\|363.56\|264433;2026-07-27\|399.77\|2.90\|388.48\|405.00\|370.08\|246204;2026-07-28\|383.00\|-4.19\|388.00\|405.73\|376.80\|254358;2026-07-29\|360.00\|-6.01\|390.37\|391.54\|340.11\|378287;2026-07-30\|346.50\|-3.75\|350.01\|363.80\|335.00\|339687;2026-07-31\|344.00\|-0.72\|389.00\|389.00\|344.00\|327114;2026-08-03\|309.85\|-9.93\|340.47\|342.00\|308.12\|352778;2026-08-04\|317.74\|2.55\|312.78\|327.13\|305.23\|312977;2026-08-05\|358.00\|12.67\|322.72\|365.80\|322.00\|379940;2026-08-06\|361.59\|1.00\|348.00\|373.44\|347.55\|294241;2026-08-07\|367.65\|1.68\|360.84\|369.58\|356.10\|226969;2026-08-10\|389.99\|6.08\|369.50\|389.99\|366.77\|287318;2026-08-11\|363.10\|-6.89\|378.00\|384.00\|362.00\|304792;2026-08-12\|380.95\|4.92\|370.00\|385.91\|367.47\|261253;2026-08-13\|370.42\|-2.76\|388.00\|388.23\|370.00\|242760;2026-08-14\|374.85\|1.20\|377.95\|378.00\|367.50\|148699;2026-08-17\|387.82\|3.46\|373.47\|388.99\|371.17\|219106;2026-08-18\|398.33\|2.71\|387.82\|399.58\|383.01\|215905;2026-08-19\|372.00\|-6.61\|382.84\|390.59\|365.65\|257271;2026-08-20\|365.50\|-1.75\|375.00\|382.38\|360.40\|206255;2026-08-21\|362.50\|-0.82\|365.90\|369.75\|359.50\|146274;2026-08-24\|357.65\|-1.34\|364.00\|369.58\|350.20\|200443;2026-08-25\|354.00\|-1.02\|356.34\|359.36\|341.64\|143005;2026-08-26\|368.05\|3.97\|352.00\|370.66\|349.00\|166162;2026-08-27\|376.01\|2.16\|367.01\|376.46\|367.01\|159019;2026-08-28\|367.00\|-2.40\|374.00\|378.00\|367.00\|124012;2026-08-31\|362.00\|-1.36\|360.98\|362.00\|349.02\|177102;2026-09-01\|350.52\|-3.17\|360.01\|363.50\|348.28\|137938;2026-09-02\|343.88\|-1.89\|346.00\|350.97\|341.30\|112151;2026-09-03\|341.00\|-0.84\|348.00\|349.10\|337.18\|121910;2026-09-04\|335.42\|-1.64\|343.99\|347.10\|332.58\|131011;2026-09-07\|344.00\|2.56\|340.00\|347.93\|335.78\|158019;2026-09-08\|336.01\|-2.32\|342.01\|343.00\|330.51\|158982;2026-09-09\|333.00\|-0.90\|339.97\|340.90\|332.16\|100841;2026-09-10\|334.19\|0.36\|330.90\|338.50\|330.10\|83245;2026-09-11\|333.59\|-0.18\|331.49\|333.88\|323.00\|129881
117516	苹果寻求获准从长鑫存储购买内存芯片	300mm硅片+SOI硅片+存储芯片行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月30日一季报，公司营收10.84亿元，同比增长35.22%，主要系300mm半导体硅片销量同比增幅超过90%，带动收入增幅超60%。 2、据2026年5月29日投资者关系活动记录表，公司是全球少数建立SOI技术能力的企业之一，已建成12英寸SOI硅片中试线，下游应用主要包括硅光、射频等，其中硅光领域为SOI材料主要应用场景之一。 3、据2025年10月31日投资者关系活动记录表，公司存储用抛光片占产品比例约60-65%，存储领域是300mm半导体硅片的重要应用方向之一；据2026年5月29日投资者关系活动记录表，公司产品覆盖存储等应用领域，将根据不同客户需求提供相应规格产品。	中国第一大硅晶圆厂，2025年营收37.16亿，300mm硅片销量同比增长27%	2026-05-08\|22.99\|2.00\|22.30\|23.55\|21.90\|1122263;2026-05-11\|24.19\|5.22\|23.97\|25.10\|23.02\|1604254;2026-05-12\|25.26\|4.42\|24.30\|26.88\|23.74\|1815043;2026-05-13\|25.56\|1.19\|24.72\|26.00\|24.34\|1401744;2026-05-14\|24.97\|-2.31\|26.09\|26.25\|24.96\|1309033;2026-05-15\|24.07\|-3.60\|25.56\|26.38\|23.81\|1525402;2026-05-18\|24.60\|2.20\|24.07\|25.70\|23.73\|1305656;2026-05-19\|29.52\|20.00\|24.41\|29.52\|23.96\|2605023;2026-05-20\|29.31\|-0.71\|29.00\|29.77\|28.55\|2328854;2026-05-21\|27.68\|-5.56\|30.01\|31.61\|27.63\|2597265;2026-05-22\|27.81\|0.47\|28.05\|28.48\|26.42\|2146836;2026-05-25\|29.05\|4.46\|27.81\|29.86\|26.47\|2183664;2026-05-26\|26.90\|-7.40\|29.00\|29.00\|26.50\|1725767;2026-05-27\|28.07\|4.35\|27.01\|28.96\|26.10\|1998814;2026-05-28\|30.61\|9.05\|27.27\|31.60\|27.27\|2515800;2026-05-29\|27.70\|-9.51\|31.00\|31.52\|27.10\|2173353;2026-06-01\|25.88\|-6.57\|27.00\|27.48\|25.38\|1505229;2026-06-02\|24.71\|-4.52\|25.88\|26.22\|24.60\|1328870;2026-06-03\|25.28\|2.31\|24.90\|26.94\|24.78\|1676037;2026-06-04\|28.85\|14.12\|24.70\|30.00\|24.61\|2474895;2026-06-05\|28.49\|-1.25\|28.36\|29.65\|27.71\|1757199;2026-06-08\|26.44\|-7.20\|26.50\|28.74\|26.20\|1563150;2026-06-09\|31.73\|20.01\|27.43\|31.73\|27.07\|2178719;2026-06-10\|32.65\|2.90\|32.25\|34.54\|31.75\|2972114;2026-06-11\|32.50\|-0.46\|32.30\|33.70\|31.04\|2204794;2026-06-12\|29.59\|-8.95\|34.55\|35.70\|28.88\|3195531;2026-06-15\|31.22\|5.51\|29.00\|32.45\|27.80\|2496365;2026-06-16\|31.05\|-0.54\|31.30\|32.28\|30.42\|2045617;2026-06-17\|32.40\|4.35\|30.00\|33.21\|29.89\|2611436;2026-06-18\|32.20\|-0.62\|32.10\|33.10\|31.80\|1980411;2026-06-22\|33.90\|5.28\|33.33\|34.28\|32.15\|2527798;2026-06-23\|32.22\|-4.96\|33.00\|33.65\|31.19\|1741189;2026-06-24\|32.57\|1.09\|31.40\|32.96\|30.44\|1745391;2026-06-25\|33.31\|2.27\|32.82\|34.18\|31.69\|2073333;2026-06-26\|34.86\|4.65\|33.89\|36.06\|32.36\|2656248;2026-06-29\|39.00\|11.88\|36.18\|39.99\|35.60\|2801530;2026-06-30\|39.89\|2.28\|38.90\|40.60\|38.00\|2258991;2026-07-01\|41.06\|2.93\|39.34\|43.87\|39.01\|2339239;2026-07-02\|37.45\|-8.79\|38.48\|40.38\|33.88\|2092890;2026-07-03\|34.53\|-7.80\|37.50\|38.12\|34.52\|1974508;2026-07-06\|34.61\|0.23\|35.00\|35.68\|32.72\|1547459;2026-07-07\|36.28\|4.83\|33.92\|37.68\|33.92\|1851640;2026-07-08\|32.50\|-10.42\|35.18\|35.76\|30.84\|2318505;2026-07-09\|37.25\|14.62\|33.02\|37.34\|32.97\|2094450;2026-07-10\|36.40\|-2.28\|38.23\|40.35\|36.28\|2122387;2026-07-13\|35.86\|-1.48\|35.70\|37.85\|35.27\|1602624;2026-07-14\|34.58\|-3.57\|35.54\|36.09\|32.01\|1656793;2026-07-15\|31.04\|-10.24\|35.50\|35.90\|30.88\|1584162;2026-07-16\|28.90\|-6.89\|29.80\|31.65\|28.70\|1326646;2026-07-17\|26.66\|-7.75\|28.88\|29.40\|26.35\|1500923;2026-07-20\|25.30\|-5.10\|27.62\|27.94\|24.25\|1532007;2026-07-21\|27.68\|9.41\|25.80\|27.89\|23.33\|1783128;2026-07-22\|26.60\|-3.90\|27.58\|27.97\|26.30\|1363730;2026-07-23\|25.86\|-2.78\|26.71\|27.02\|25.34\|931122;2026-07-24\|25.82\|-0.15\|25.30\|26.40\|25.29\|853501;2026-07-27\|26.70\|3.41\|25.38\|26.97\|24.53\|926488;2026-07-28\|25.30\|-5.24\|25.80\|26.95\|25.01\|874706;2026-07-29\|24.34\|-3.79\|25.19\|25.43\|23.08\|1127555;2026-07-30\|22.65\|-6.94\|24.25\|24.39\|22.65\|987000;2026-07-31\|23.48\|3.66\|24.83\|25.33\|23.45\|1063219;2026-08-03\|23.12\|-1.53\|22.96\|23.79\|22.34\|785832;2026-08-04\|23.82\|3.03\|23.40\|24.20\|23.12\|873151;2026-08-05\|25.50\|7.05\|23.81\|25.89\|23.70\|1272303;2026-08-06\|25.88\|1.49\|24.70\|26.15\|24.52\|1315676;2026-08-07\|26.65\|2.98\|25.50\|26.68\|25.00\|1360432;2026-08-10\|25.87\|-2.93\|26.54\|26.84\|25.39\|914784;2026-08-11\|25.58\|-1.12\|25.62\|26.37\|25.30\|702914;2026-08-12\|26.26\|2.66\|25.84\|26.35\|25.50\|771086;2026-08-13\|25.33\|-3.54\|26.65\|26.89\|25.30\|902461;2026-08-14\|25.90\|2.25\|25.75\|25.94\|25.31\|614940;2026-08-17\|26.80\|3.47\|25.90\|26.93\|25.63\|949834;2026-08-18\|27.79\|3.69\|27.40\|29.09\|27.33\|1580819;2026-08-19\|26.70\|-3.92\|26.88\|28.00\|26.32\|1251301;2026-08-20\|24.45\|-8.43\|26.35\|26.37\|24.19\|1240654;2026-08-21\|24.63\|0.74\|24.45\|25.15\|23.93\|640060;2026-08-24\|24.73\|0.41\|24.85\|25.10\|24.01\|648890;2026-08-25\|24.16\|-2.30\|24.00\|24.52\|23.02\|619125;2026-08-26\|24.25\|0.37\|24.03\|24.79\|24.03\|490131;2026-08-27\|25.22\|4.00\|24.45\|25.39\|24.23\|632482;2026-08-28\|24.51\|-2.82\|25.00\|25.28\|24.50\|500110;2026-08-31\|24.70\|0.78\|23.83\|24.72\|23.77\|446602;2026-09-01\|24.09\|-2.47\|24.68\|24.82\|24.02\|454070;2026-09-02\|23.45\|-2.66\|23.80\|24.00\|23.36\|381432;2026-09-03\|23.43\|-0.09\|23.63\|23.80\|23.20\|337727;2026-09-04\|22.59\|-3.59\|23.65\|23.86\|22.40\|506923;2026-09-07\|23.13\|2.39\|22.88\|23.35\|22.53\|420421;2026-09-08\|22.82\|-1.34\|23.10\|23.36\|22.78\|350111;2026-09-09\|22.58\|-1.05\|23.08\|23.26\|22.49\|324370;2026-09-10\|22.39\|-0.84\|22.50\|22.66\|22.06\|257621;2026-09-11\|22.12\|-1.21\|22.00\|22.23\|21.48\|425999
117515	苹果寻求获准从长鑫存储购买内存芯片	先进封装+AI芯片+转债赎回行业原因：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24日业绩说明会，扇出式封装（Fan-out）及 2.5D/3D 封装工艺，相关产品线均已实现通线，基于硅转接板和硅桥方案的 2.5D 产品均实现客户送样，目前正在与部分客户进行产品验证。公司前期已经发布了可转债的募集说明书，募投项目规划的相关产能为 5000 片/月，后续会根据客户需求及国产先进制程产能释放节奏进行扩产。2026 年资本开支规划约 40 亿元，主要投向成熟封装扩产、先进封装产品线等。 2、据2026年4月21日年报，2025年晶圆级封测收入1.95亿元，同比增84.22%，公司全部产品均为FC、SiP、BGA等中高端先进封装，客户结构优化，24家客户销售额超5000万元。 3、据2026年5月22日公告，公司触发“甬矽转债”提前赎回条件，董事会决定行使赎回权。	公司聚焦中高端封装业务，全部产品基本均为QFN/DFN、Hybrid-BGA、WBLGA等中高端先进封装形式，并在系统级封装（SiP）、高密度细间距凸点倒装产品（FC类产品）等先进封装领域具有较为突出的工艺优势和技术先进性	2026-05-08\|48.39\|-3.20\|48.80\|48.97\|47.50\|162946;2026-05-11\|51.29\|5.99\|50.01\|52.26\|49.25\|252123;2026-05-12\|50.59\|-1.36\|51.99\|53.26\|49.60\|257220;2026-05-13\|50.17\|-0.83\|48.99\|50.56\|48.18\|276563;2026-05-14\|51.11\|1.87\|50.10\|52.76\|49.00\|308619;2026-05-15\|50.30\|-1.58\|53.26\|55.60\|49.60\|347956;2026-05-18\|47.50\|-5.57\|50.32\|50.90\|47.02\|357030;2026-05-19\|51.43\|8.27\|47.00\|51.50\|45.68\|358003;2026-05-20\|54.82\|6.59\|51.40\|56.95\|50.61\|376617;2026-05-21\|52.87\|-3.56\|54.83\|58.51\|52.66\|403949;2026-05-22\|56.30\|6.49\|52.87\|57.09\|51.56\|345657;2026-05-25\|67.56\|20.00\|58.20\|67.56\|56.66\|532819;2026-05-26\|75.58\|11.87\|74.88\|78.16\|68.80\|858282;2026-05-27\|68.91\|-8.83\|70.90\|75.13\|68.02\|619496;2026-05-28\|74.11\|7.55\|68.31\|74.88\|66.88\|515125;2026-05-29\|64.05\|-13.57\|72.05\|72.60\|63.78\|472516;2026-06-01\|59.66\|-6.85\|64.95\|65.80\|59.48\|333625;2026-06-02\|60.10\|0.74\|59.66\|62.09\|58.00\|313026;2026-06-03\|60.98\|1.46\|59.00\|64.16\|59.00\|351571;2026-06-04\|63.19\|3.62\|59.04\|63.95\|57.82\|346977;2026-06-05\|57.60\|-8.85\|60.04\|61.40\|57.42\|334650;2026-06-08\|52.58\|-8.72\|52.61\|55.26\|51.79\|289265;2026-06-09\|56.98\|8.37\|54.20\|57.83\|52.30\|400084;2026-06-10\|58.25\|2.23\|56.10\|59.57\|55.34\|361969;2026-06-11\|63.99\|9.85\|58.50\|64.64\|57.80\|497352;2026-06-12\|58.40\|-8.74\|66.00\|66.01\|58.00\|460115;2026-06-15\|63.08\|8.01\|59.60\|63.24\|56.82\|327047;2026-06-16\|64.85\|2.81\|65.00\|69.46\|64.08\|484676;2026-06-17\|69.40\|7.02\|64.53\|72.00\|63.50\|453806;2026-06-18\|72.50\|4.47\|68.40\|74.14\|68.36\|374585;2026-06-22\|71.88\|-0.86\|74.32\|74.99\|67.71\|456310;2026-06-23\|68.98\|-4.03\|69.07\|71.14\|65.87\|326704;2026-06-24\|76.98\|11.60\|68.50\|78.50\|68.19\|461833;2026-06-25\|77.11\|0.17\|78.00\|79.50\|74.66\|397491;2026-06-26\|75.52\|-2.06\|74.50\|80.56\|74.21\|351730;2026-06-29\|84.95\|12.49\|80.58\|87.99\|78.03\|505343;2026-06-30\|96.40\|13.48\|82.87\|97.61\|81.18\|481833;2026-07-01\|91.31\|-5.28\|95.00\|98.00\|90.33\|352575;2026-07-02\|92.99\|1.84\|88.00\|102.56\|86.80\|490316;2026-07-03\|90.00\|-3.22\|90.00\|93.30\|85.09\|354062;2026-07-06\|95.93\|6.59\|95.30\|103.38\|85.18\|501759;2026-07-07\|102.54\|6.89\|93.99\|106.55\|92.52\|444185;2026-07-08\|98.00\|-4.43\|104.00\|104.20\|93.00\|394061;2026-07-09\|114.80\|17.14\|99.30\|117.00\|98.32\|518242;2026-07-10\|107.20\|-6.62\|115.00\|120.80\|106.16\|501930;2026-07-13\|96.00\|-10.45\|104.87\|111.00\|94.53\|466570;2026-07-14\|94.45\|-1.61\|95.88\|97.88\|87.05\|466532;2026-07-15\|85.60\|-9.37\|96.33\|97.30\|85.38\|387271;2026-07-16\|79.00\|-7.71\|81.86\|87.01\|77.88\|332127;2026-07-17\|72.81\|-7.84\|78.99\|82.40\|72.00\|408243;2026-07-20\|71.42\|-1.91\|75.90\|79.50\|68.00\|403673;2026-07-21\|83.20\|16.49\|75.19\|83.97\|66.00\|485820;2026-07-22\|85.03\|2.20\|83.00\|89.93\|81.88\|469158;2026-07-23\|77.00\|-9.44\|86.49\|87.50\|76.00\|420475;2026-07-24\|78.49\|1.94\|74.65\|81.72\|74.65\|306749;2026-07-27\|77.26\|-1.57\|78.53\|80.50\|74.00\|288259;2026-07-28\|68.49\|-11.35\|74.00\|78.23\|67.07\|298146;2026-07-29\|64.34\|-6.06\|68.01\|69.00\|58.16\|436247;2026-07-30\|55.70\|-13.43\|63.00\|63.90\|55.55\|397004;2026-07-31\|58.06\|4.24\|61.88\|63.44\|57.80\|333601;2026-08-03\|51.70\|-10.95\|57.48\|57.83\|51.57\|311003;2026-08-04\|55.58\|7.50\|52.50\|56.60\|51.60\|313186;2026-08-05\|60.77\|9.34\|55.67\|61.27\|55.66\|395989;2026-08-06\|65.59\|7.93\|59.00\|68.38\|58.99\|426474;2026-08-07\|68.96\|5.14\|65.04\|70.22\|64.41\|372541;2026-08-10\|68.10\|-1.25\|69.24\|69.24\|65.74\|271989;2026-08-11\|68.10\|0.00\|67.60\|70.40\|65.81\|275051;2026-08-12\|68.66\|0.82\|68.88\|70.73\|66.22\|274204;2026-08-13\|68.09\|-0.83\|69.76\|72.80\|68.00\|357097;2026-08-14\|67.99\|-0.15\|68.99\|69.69\|66.00\|274826;2026-08-17\|73.91\|8.71\|67.57\|74.46\|67.50\|365964;2026-08-18\|73.40\|-0.69\|72.86\|74.83\|71.50\|310205;2026-08-19\|64.50\|-12.13\|69.59\|71.88\|63.91\|338468;2026-08-20\|64.61\|0.17\|65.88\|66.99\|63.40\|220945;2026-08-21\|64.88\|0.42\|64.00\|66.96\|62.53\|183459;2026-08-24\|63.24\|-2.53\|64.60\|65.14\|60.81\|165611;2026-08-25\|61.61\|-2.58\|61.93\|63.08\|58.50\|194355;2026-08-26\|61.35\|-0.42\|62.00\|62.99\|60.00\|180279;2026-08-27\|63.99\|4.30\|62.37\|65.10\|60.76\|219662;2026-08-28\|62.67\|-2.06\|63.93\|65.88\|62.64\|188954;2026-08-31\|64.27\|2.55\|60.93\|64.64\|60.60\|172824;2026-09-01\|61.34\|-4.56\|64.49\|64.49\|60.70\|157608;2026-09-02\|59.56\|-2.90\|59.95\|60.50\|58.90\|146647;2026-09-03\|61.44\|3.16\|60.50\|63.24\|60.20\|203891;2026-09-04\|58.60\|-4.62\|62.67\|63.95\|57.77\|206799;2026-09-07\|60.91\|3.94\|60.46\|61.99\|59.02\|167888;2026-09-08\|60.70\|-0.34\|61.60\|63.24\|59.70\|186908;2026-09-09\|59.30\|-2.31\|61.39\|61.98\|59.10\|149803;2026-09-10\|58.88\|-0.71\|58.99\|60.22\|58.01\|121593;2026-09-11\|57.53\|-2.29\|58.00\|58.44\|55.10\|161470
117514	苹果寻求获准从长鑫存储购买内存芯片	光刻胶+拟调入中证500+存储芯片+化学清洗+北京国资行业原因： 1、黄仁勋周一在CES推出基于BlueField-4 DPU构建的推理上下文内存存储平台，通过这个平台，在每个GPU原有1TB内存的基础上，为每个GPU额外增加了16TB的思考空间。美股闪迪昨晚大涨27%。 2、三星、SK海力士已通知客户Q1 DRAM报价环比再涨60%—70%，TrendForce预计Q4 DDR5同比涨314%，缺货与涨价共振。公司原因： 1、据2025年11月24日机构调研，公司合同负债较年初增近80%，前道化学清洗机前三季度签单已达去年全年数倍，订单饱满。 2、中证指数1月6日公告，中证指数有限公司决定调整中证1000、中证500和中证A500指数样本，于2026年1月9日收市后生效。据名单显示，芯源微调入中证500指数。 3、据2025年8月29日半年报，公司系国内唯一量产前道涂胶显影机厂商，产品覆盖offline至ArF浸没式全系列，技术等级持续提升。 4、据2025年10月29日互动易，公司设备持续获得国内领先存储客户订单，深度绑定头部晶圆厂。 5、据公司披露，北方华创为公司控股股东，最终控制人为北京电子控股有限责任公司，具备北京国资背景。	公司是国内唯一可提供量产型前道涂胶显影机的厂商，其光刻工序涂胶显影设备和单片式湿法设备等产品是半导体芯片制造过程中的关键设备，已成功打破国外厂商垄断，广泛应用于集成电路制造前道晶圆加工及后道先进封装等环节	2026-05-08\|227.97\|-4.25\|232.00\|236.81\|227.68\|69485;2026-05-11\|236.48\|3.73\|231.01\|243.68\|223.01\|128539;2026-05-12\|273.74\|15.76\|238.82\|283.00\|236.50\|141997;2026-05-13\|274.37\|0.23\|265.00\|285.50\|262.80\|110581;2026-05-14\|258.00\|-5.97\|271.31\|278.80\|254.60\|112611;2026-05-15\|276.74\|7.26\|258.00\|297.47\|247.10\|143502;2026-05-18\|286.30\|3.45\|279.94\|294.12\|272.00\|98728;2026-05-19\|294.52\|2.87\|280.36\|300.00\|266.00\|92356;2026-05-20\|307.81\|4.51\|291.58\|313.00\|286.20\|86058;2026-05-21\|285.15\|-7.36\|310.09\|330.00\|280.00\|129009;2026-05-22\|288.74\|1.26\|285.15\|291.50\|275.00\|83681;2026-05-25\|288.75\|0.00\|282.00\|307.50\|270.01\|110933;2026-05-26\|268.37\|-7.06\|286.00\|287.99\|263.00\|107501;2026-05-27\|260.50\|-2.93\|271.60\|280.88\|259.61\|91765;2026-05-28\|263.05\|0.98\|264.53\|266.80\|256.09\|74680;2026-05-29\|245.30\|-6.75\|264.00\|264.90\|242.92\|93878;2026-06-01\|237.32\|-3.25\|250.21\|251.76\|236.01\|76598;2026-06-02\|242.79\|2.30\|242.06\|245.96\|232.99\|65336;2026-06-03\|256.95\|5.83\|245.75\|277.00\|239.00\|104206;2026-06-04\|258.63\|0.65\|250.00\|264.68\|246.08\|89415;2026-06-05\|247.19\|-4.42\|257.28\|258.00\|243.70\|62347;2026-06-08\|230.75\|-6.65\|235.00\|248.38\|228.08\|77242;2026-06-09\|246.00\|6.61\|237.67\|249.90\|234.03\|64753;2026-06-10\|244.12\|-0.76\|244.79\|255.68\|239.86\|67444;2026-06-11\|260.30\|6.63\|244.20\|264.08\|244.20\|96703;2026-06-12\|255.59\|-1.81\|275.99\|282.98\|254.00\|126182;2026-06-15\|267.35\|4.60\|255.58\|269.63\|248.00\|78290;2026-06-16\|272.00\|1.74\|267.35\|277.48\|260.99\|79174;2026-06-17\|287.30\|5.62\|267.59\|288.00\|262.09\|94552;2026-06-18\|293.05\|2.00\|284.58\|299.13\|278.00\|86351;2026-06-22\|288.12\|-1.68\|293.00\|305.00\|276.01\|85458;2026-06-23\|283.77\|-1.51\|282.02\|298.50\|276.20\|82638;2026-06-24\|318.00\|12.06\|280.12\|318.78\|277.92\|93738;2026-06-25\|333.00\|4.72\|318.00\|349.00\|317.27\|90376;2026-06-26\|354.90\|6.58\|330.00\|363.00\|328.00\|106983;2026-06-29\|399.64\|12.61\|360.00\|399.98\|355.60\|110371;2026-06-30\|439.05\|9.86\|396.58\|453.64\|390.00\|97512;2026-07-01\|408.00\|-7.07\|440.00\|459.88\|401.00\|102132;2026-07-02\|360.00\|-11.76\|387.60\|406.99\|353.09\|118732;2026-07-03\|355.12\|-1.36\|357.79\|370.00\|339.24\|99115;2026-07-06\|370.76\|4.40\|361.50\|379.86\|340.00\|91024;2026-07-07\|382.00\|3.03\|360.00\|401.80\|355.85\|76572;2026-07-08\|406.00\|6.28\|389.00\|429.00\|377.00\|84166;2026-07-09\|431.62\|6.31\|412.08\|437.00\|391.50\|87840;2026-07-10\|383.23\|-11.21\|431.11\|441.00\|383.23\|82696;2026-07-13\|378.00\|-1.36\|381.10\|407.00\|372.38\|87720;2026-07-14\|382.50\|1.19\|381.62\|387.98\|357.00\|61378;2026-07-15\|372.86\|-2.52\|390.00\|397.60\|363.50\|72876;2026-07-16\|349.00\|-6.40\|369.70\|376.33\|344.34\|78806;2026-07-17\|310.59\|-11.01\|354.55\|354.98\|305.00\|80267;2026-07-20\|298.75\|-3.81\|320.00\|327.99\|285.21\|80541;2026-07-21\|358.50\|20.00\|304.78\|358.50\|287.17\|100565;2026-07-22\|348.00\|-2.93\|361.20\|372.98\|342.00\|93917;2026-07-23\|331.00\|-4.89\|351.32\|353.88\|327.00\|57497;2026-07-24\|342.00\|3.32\|327.14\|359.95\|322.09\|59409;2026-07-27\|349.30\|2.13\|336.70\|355.00\|323.07\|59131;2026-07-28\|332.44\|-4.83\|355.00\|372.00\|325.08\|99281;2026-07-29\|335.01\|0.77\|327.55\|339.80\|303.29\|85095;2026-07-30\|285.80\|-14.69\|329.89\|334.16\|285.80\|88632;2026-07-31\|293.39\|2.66\|330.00\|338.00\|293.00\|80466;2026-08-03\|261.00\|-11.04\|292.53\|297.50\|255.78\|106778;2026-08-04\|275.73\|5.64\|259.86\|281.78\|251.69\|90157;2026-08-05\|298.97\|8.43\|275.00\|304.05\|273.00\|78486;2026-08-06\|301.98\|1.01\|290.00\|311.98\|283.27\|66331;2026-08-07\|310.87\|2.94\|303.00\|313.73\|296.38\|53486;2026-08-10\|322.20\|3.66\|310.88\|328.99\|309.00\|63381;2026-08-11\|315.15\|-2.19\|318.30\|323.30\|302.03\|55947;2026-08-12\|339.00\|7.57\|317.41\|342.50\|316.01\|62709;2026-08-13\|329.97\|-2.66\|345.00\|349.66\|328.78\|50111;2026-08-14\|336.80\|2.07\|333.40\|341.98\|328.05\|36062;2026-08-17\|346.03\|2.74\|339.00\|348.00\|332.01\|48420;2026-08-18\|356.50\|3.03\|344.00\|358.58\|342.22\|60635;2026-08-19\|344.69\|-3.31\|347.50\|362.55\|337.00\|89178;2026-08-20\|367.59\|6.64\|353.00\|379.00\|344.30\|81407;2026-08-21\|366.50\|-0.30\|363.00\|375.50\|353.23\|50987;2026-08-24\|366.95\|0.12\|369.00\|378.60\|357.04\|44690;2026-08-25\|355.65\|-3.08\|358.00\|366.00\|337.01\|52936;2026-08-26\|372.82\|4.83\|348.12\|376.66\|348.12\|58320;2026-08-27\|375.00\|0.58\|372.00\|377.77\|359.01\|49872;2026-08-28\|367.74\|-1.94\|373.13\|375.00\|360.59\|40166;2026-08-31\|370.00\|0.61\|360.00\|372.98\|352.17\|52675;2026-09-01\|342.00\|-7.57\|367.29\|370.00\|341.88\|51142;2026-09-02\|341.29\|-0.21\|334.90\|350.65\|331.00\|33427;2026-09-03\|327.60\|-4.01\|345.99\|348.66\|324.00\|39919;2026-09-04\|317.89\|-2.96\|332.00\|335.87\|316.00\|43012;2026-09-07\|339.94\|6.94\|324.00\|341.98\|321.45\|37697;2026-09-08\|330.66\|-2.73\|338.03\|343.99\|329.09\|29887;2026-09-09\|327.47\|-0.96\|337.99\|340.66\|326.34\|25552;2026-09-10\|322.98\|-1.37\|326.11\|331.09\|320.37\|23105;2026-09-11\|312.00\|-3.40\|320.00\|320.00\|300.79\|36506
117513	苹果寻求获准从长鑫存储购买内存芯片	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-05-08\|210.27\|0.17\|205.00\|212.19\|203.68\|623845;2026-05-11\|249.22\|18.52\|231.26\|252.32\|230.00\|1102142;2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|830993;2026-07-13\|252.79\|-5.70\|263.00\|273.99\|250.55\|568035;2026-07-14\|270.00\|6.81\|252.79\|270.00\|248.30\|636142;2026-07-15\|252.68\|-6.41\|273.09\|275.00\|252.68\|535091;2026-07-16\|211.13\|-16.44\|233.03\|241.38\|204.12\|1160080;2026-07-17\|183.60\|-13.04\|205.01\|207.88\|182.36\|976888;2026-07-20\|189.94\|3.45\|195.00\|198.00\|180.25\|771424;2026-07-21\|219.60\|15.62\|197.77\|220.60\|181.00\|929386;2026-07-22\|223.00\|1.55\|218.00\|239.00\|215.00\|902888;2026-07-23\|225.50\|1.12\|228.45\|230.98\|220.30\|490020;2026-07-24\|233.66\|3.62\|224.00\|237.40\|223.00\|594506;2026-07-27\|227.45\|-2.66\|234.00\|234.00\|214.01\|583685;2026-07-28\|206.04\|-9.41\|215.00\|221.96\|203.99\|622041;2026-07-29\|207.50\|0.90\|207.00\|211.30\|191.80\|636235;2026-07-30\|196.78\|-5.17\|205.00\|210.77\|194.53\|587501;2026-07-31\|204.90\|4.13\|222.02\|223.00\|204.60\|656709;2026-08-03\|189.94\|-7.30\|201.00\|203.58\|189.78\|472523;2026-08-04\|203.25\|7.01\|194.00\|204.98\|191.00\|493548;2026-08-05\|212.00\|4.30\|200.50\|216.10\|200.42\|579075;2026-08-06\|208.36\|-1.72\|203.80\|213.30\|202.00\|481978;2026-08-07\|215.52\|3.44\|207.05\|217.47\|205.00\|520728;2026-08-10\|206.92\|-3.99\|215.52\|217.00\|203.60\|438768;2026-08-11\|206.70\|-0.11\|203.55\|214.40\|202.85\|361666;2026-08-12\|215.43\|4.22\|209.10\|217.22\|207.58\|442238;2026-08-13\|210.22\|-2.42\|221.80\|225.30\|210.12\|477775;2026-08-14\|211.91\|0.80\|215.00\|216.68\|209.88\|313525;2026-08-17\|224.37\|5.88\|213.00\|224.37\|210.33\|516517;2026-08-18\|218.00\|-2.84\|225.15\|226.45\|216.39\|443924;2026-08-19\|200.00\|-8.26\|208.01\|210.81\|198.00\|510638;2026-08-20\|199.11\|-0.45\|203.08\|203.75\|196.80\|268056;2026-08-21\|200.55\|0.72\|200.22\|204.18\|199.11\|211590;2026-08-24\|191.83\|-4.35\|200.57\|200.59\|188.06\|333640;2026-08-25\|194.42\|1.35\|189.48\|196.16\|186.50\|237094;2026-08-26\|201.00\|3.38\|197.00\|202.03\|191.15\|302468;2026-08-27\|221.22\|10.06\|205.00\|221.96\|202.79\|672688;2026-08-28\|213.00\|-3.72\|217.01\|221.49\|213.00\|389727;2026-08-31\|204.95\|-3.78\|204.30\|207.00\|198.50\|448262;2026-09-01\|198.35\|-3.22\|204.00\|204.36\|196.69\|261120;2026-09-02\|193.10\|-2.65\|194.39\|196.34\|190.18\|249397;2026-09-03\|190.01\|-1.60\|195.99\|196.33\|188.94\|246630;2026-09-04\|187.70\|-1.22\|193.00\|195.98\|185.80\|316858;2026-09-07\|197.82\|5.39\|194.88\|198.60\|192.71\|381599;2026-09-08\|195.65\|-1.10\|197.82\|201.29\|193.51\|273087;2026-09-09\|195.30\|-0.18\|199.90\|199.96\|194.00\|188018;2026-09-10\|195.33\|0.02\|194.33\|199.00\|192.66\|186335;2026-09-11\|191.96\|-1.73\|190.01\|192.78\|187.30\|277980
117512	苹果寻求获准从长鑫存储购买内存芯片	洁净室龙头+空气净化产品+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司目前在国内半导体洁净室领域位于行业前列，市场占有率在30%，先进制程、HBM、先进封装等新技术对洁净室洁净等级要求更高，竞争格局更加集中。 2、据2026年一季报及2026年6月12日投资者关系活动记录表，公司2026年一季度实现营业收入4.58亿元，同比增长44.52%；目前公司在手订单依旧饱满，大约可以覆盖6-9个月的产能。 3、公司是国内洁净室设备领军企业，主营业务为空气净化产品，主要产品包含风机过滤单元及过滤器等，客户覆盖国内外知名半导体龙头厂商，具备半导体洁净室全方位解决方案能力。	公司为半导体行业提供国际最高洁净等级标准（ISO Class 1 级）洁净环境提供EFU（超薄型设备端自带风机过滤机组）及ULPA（超高效过滤器）等产品	2026-05-08\|70.22\|-2.98\|71.00\|72.95\|69.74\|26270;2026-05-11\|75.05\|6.88\|71.49\|75.90\|71.05\|33078;2026-05-12\|76.80\|2.33\|74.52\|77.17\|72.82\|40861;2026-05-13\|76.23\|-0.74\|75.66\|77.26\|73.50\|29057;2026-05-14\|76.25\|0.03\|76.22\|79.54\|73.33\|38063;2026-05-15\|78.83\|3.38\|77.78\|81.47\|76.00\|41343;2026-05-18\|78.80\|-0.04\|82.00\|82.27\|77.25\|35111;2026-05-19\|85.50\|8.50\|78.53\|85.86\|77.20\|51275;2026-05-20\|83.46\|-2.39\|84.66\|85.00\|82.01\|37256;2026-05-21\|76.59\|-8.23\|83.01\|84.79\|76.01\|40625;2026-05-22\|81.08\|5.86\|77.64\|82.16\|75.00\|40880;2026-05-25\|82.24\|1.43\|83.68\|83.68\|79.56\|22919;2026-05-26\|78.49\|-4.56\|81.20\|83.68\|76.00\|21546;2026-05-27\|74.85\|-4.64\|77.64\|79.20\|74.10\|20925;2026-05-28\|75.00\|0.20\|74.18\|75.84\|73.52\|14212;2026-05-29\|69.72\|-7.04\|74.90\|74.90\|68.50\|25295;2026-06-01\|67.94\|-2.55\|69.72\|70.38\|67.33\|18831;2026-06-02\|67.71\|-0.34\|67.94\|68.84\|65.90\|19371;2026-06-03\|67.51\|-0.30\|67.76\|70.31\|66.86\|14998;2026-06-04\|70.30\|4.13\|66.33\|71.00\|66.01\|16132;2026-06-05\|69.34\|-1.37\|70.00\|70.80\|68.69\|14243;2026-06-08\|66.21\|-4.51\|66.00\|68.65\|65.23\|11825;2026-06-09\|73.88\|11.58\|67.99\|74.88\|66.50\|29414;2026-06-10\|72.60\|-1.73\|73.58\|77.18\|71.68\|23366;2026-06-11\|77.54\|6.80\|71.87\|82.17\|71.77\|42578;2026-06-12\|71.98\|-7.17\|79.90\|80.28\|71.55\|41361;2026-06-15\|78.00\|8.36\|72.55\|80.70\|72.00\|44233;2026-06-16\|80.15\|2.76\|78.20\|82.96\|76.10\|56053;2026-06-17\|83.74\|4.48\|78.92\|84.50\|78.17\|35707;2026-06-18\|78.73\|-5.98\|82.91\|83.16\|77.53\|38767;2026-06-22\|78.88\|0.19\|80.73\|83.60\|77.60\|34579;2026-06-23\|79.66\|1.18\|79.00\|82.44\|75.80\|33452;2026-06-24\|84.60\|6.20\|78.19\|86.63\|76.52\|37304;2026-06-25\|101.52\|20.00\|94.35\|101.52\|91.28\|80384;2026-06-26\|106.10\|4.51\|97.80\|111.11\|96.60\|113437;2026-06-29\|119.99\|13.09\|107.97\|127.32\|107.97\|114857;2026-06-30\|116.30\|-3.08\|118.80\|119.81\|109.30\|92739;2026-07-01\|112.58\|-3.20\|114.35\|125.23\|110.10\|87279;2026-07-02\|102.68\|-8.79\|103.00\|109.50\|99.90\|63727;2026-07-03\|98.21\|-4.35\|101.00\|103.99\|95.05\|58078;2026-07-06\|96.50\|-1.74\|101.10\|101.60\|93.32\|44120;2026-07-07\|94.04\|-2.55\|96.32\|97.79\|92.05\|39461;2026-07-08\|93.00\|-1.11\|95.99\|97.34\|88.01\|39894;2026-07-09\|98.70\|6.13\|95.52\|99.50\|92.50\|53104;2026-07-10\|96.57\|-2.16\|102.82\|111.90\|96.51\|76480;2026-07-13\|85.00\|-11.98\|93.07\|98.60\|84.55\|80349;2026-07-14\|87.45\|2.88\|86.01\|88.99\|82.10\|51392;2026-07-15\|81.87\|-6.38\|91.00\|91.00\|81.00\|46576;2026-07-16\|75.91\|-7.28\|79.69\|81.82\|75.00\|42254;2026-07-17\|69.13\|-8.93\|75.00\|77.70\|67.41\|49929;2026-07-20\|64.02\|-7.39\|70.50\|71.98\|62.24\|61627;2026-07-21\|72.09\|12.61\|67.00\|72.09\|60.88\|60060;2026-07-22\|70.19\|-2.64\|71.05\|74.43\|69.44\|40577;2026-07-23\|67.29\|-4.13\|70.22\|71.90\|66.59\|35938;2026-07-24\|67.30\|0.01\|67.00\|69.49\|65.52\|33716;2026-07-27\|68.80\|2.23\|68.16\|69.53\|65.10\|30314;2026-07-28\|65.63\|-4.61\|68.77\|71.77\|65.30\|41478;2026-07-29\|65.15\|-0.73\|64.78\|66.50\|59.85\|58810;2026-07-30\|59.83\|-8.17\|64.00\|65.20\|58.20\|44442;2026-07-31\|61.97\|3.58\|64.60\|67.30\|61.75\|34757;2026-08-03\|58.80\|-5.12\|62.90\|62.91\|57.81\|29251;2026-08-04\|61.94\|5.34\|59.80\|62.89\|58.80\|31416;2026-08-05\|66.90\|8.01\|61.86\|67.66\|61.00\|37264;2026-08-06\|68.74\|2.75\|65.90\|69.50\|65.00\|28594;2026-08-07\|69.44\|1.02\|68.00\|70.50\|66.58\|26795;2026-08-10\|70.22\|1.12\|70.37\|71.61\|67.66\|27620;2026-08-11\|69.05\|-1.67\|70.35\|70.63\|67.63\|16990;2026-08-12\|71.82\|4.01\|69.40\|73.40\|68.08\|21550;2026-08-13\|69.27\|-3.55\|72.57\|74.38\|69.18\|19014;2026-08-14\|69.78\|0.74\|70.49\|71.10\|68.68\|12549;2026-08-17\|74.38\|6.59\|69.78\|75.00\|69.50\|21270;2026-08-18\|73.41\|-1.30\|74.36\|75.90\|72.49\|17947;2026-08-19\|66.51\|-9.40\|71.50\|72.50\|66.21\|25071;2026-08-20\|67.48\|1.46\|68.30\|68.70\|66.20\|12634;2026-08-21\|67.16\|-0.47\|67.99\|68.35\|65.10\|12101;2026-08-24\|66.49\|-1.00\|66.94\|67.81\|65.35\|14612;2026-08-25\|65.74\|-1.13\|65.70\|66.86\|63.03\|12330;2026-08-26\|68.11\|3.61\|66.10\|69.78\|64.57\|21562;2026-08-27\|70.68\|3.77\|67.93\|70.98\|67.02\|17052;2026-08-28\|68.32\|-3.34\|69.88\|71.28\|68.18\|13085;2026-08-31\|67.80\|-0.76\|66.98\|68.27\|64.71\|19279;2026-09-01\|65.69\|-3.11\|67.64\|68.46\|65.32\|14404;2026-09-02\|64.44\|-1.90\|64.56\|65.20\|63.05\|13750;2026-09-03\|63.98\|-0.71\|64.35\|65.64\|63.01\|10080;2026-09-04\|62.35\|-2.55\|64.70\|65.67\|61.70\|16382;2026-09-07\|64.90\|4.09\|63.80\|65.55\|62.01\|14619;2026-09-08\|64.40\|-0.77\|64.71\|65.39\|63.35\|10447;2026-09-09\|64.21\|-0.29\|64.78\|65.96\|63.64\|10170;2026-09-10\|62.66\|-2.41\|63.28\|64.54\|62.66\|8527;2026-09-11\|60.76\|-3.03\|62.04\|62.26\|58.90\|15929
117511	苹果寻求获准从长鑫存储购买内存芯片	显示驱动芯片+5000万像素CIS+CMOS图像传感器行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月30日一季度报告及2026年5月6日投资者关系活动记录表，公司2026年一季度营收18.81亿元，同比增长23.40%，归母净利润141.01万元，同比实现扭亏为盈，主要系5,000万像素单芯片产品扩大市场份额，带动销售额及毛利成长，1,300万像素及以上收入超6亿元，较去年同期大幅成长。 2、据2025年年度报告，公司主营CMOS图像传感器芯片和显示驱动芯片，凭借高像素CIS的3层金属设计等技术实现国际领先的产品性价比，并独创COM封装等特色方案。	全球领先的图像传感器及显示驱动芯片设计企业	2026-05-08\|14.50\|2.84\|14.00\|14.67\|13.93\|336958;2026-05-11\|14.68\|1.24\|14.55\|14.85\|14.47\|288053;2026-05-12\|14.56\|-0.82\|14.68\|14.78\|14.38\|226395;2026-05-13\|14.62\|0.41\|14.43\|14.68\|14.27\|286417;2026-05-14\|14.50\|-0.82\|14.65\|14.70\|14.30\|291990;2026-05-15\|14.55\|0.34\|14.51\|15.00\|14.23\|384797;2026-05-18\|14.51\|-0.27\|14.50\|14.75\|14.21\|262701;2026-05-19\|14.96\|3.10\|14.40\|14.99\|14.28\|288012;2026-05-20\|15.39\|2.87\|15.00\|15.55\|14.91\|430506;2026-05-21\|14.57\|-5.33\|15.57\|15.68\|14.50\|447114;2026-05-22\|14.97\|2.75\|14.69\|15.06\|14.45\|335929;2026-05-25\|15.38\|2.74\|14.90\|15.45\|14.65\|362907;2026-05-26\|15.21\|-1.11\|15.56\|15.78\|14.85\|365880;2026-05-27\|15.22\|0.07\|15.09\|15.79\|15.05\|419604;2026-05-28\|15.43\|1.38\|15.10\|15.49\|14.75\|400343;2026-05-29\|14.49\|-6.09\|15.60\|15.96\|14.36\|637810;2026-06-01\|13.88\|-4.21\|14.33\|14.68\|13.85\|392317;2026-06-02\|13.61\|-1.95\|13.88\|14.07\|13.60\|296704;2026-06-03\|13.67\|0.44\|13.62\|14.16\|13.53\|303097;2026-06-04\|13.88\|1.54\|13.51\|14.54\|13.36\|314173;2026-06-05\|13.80\|-0.58\|13.73\|14.20\|13.23\|289280;2026-06-08\|13.08\|-5.22\|13.37\|13.65\|12.92\|297125;2026-06-09\|13.58\|3.82\|13.28\|13.60\|12.99\|278815;2026-06-10\|13.32\|-1.91\|13.40\|13.85\|13.08\|262198;2026-06-11\|13.27\|-0.38\|13.24\|13.50\|12.95\|262601;2026-06-12\|13.29\|0.15\|13.46\|13.93\|13.08\|435319;2026-06-15\|13.96\|5.04\|13.27\|13.98\|13.23\|348311;2026-06-16\|14.07\|0.79\|13.93\|14.13\|13.77\|254959;2026-06-17\|14.52\|3.20\|13.98\|14.66\|13.86\|312146;2026-06-18\|14.37\|-1.03\|14.42\|14.61\|14.28\|279700;2026-06-22\|14.11\|-1.81\|14.39\|14.50\|13.72\|339678;2026-06-23\|14.40\|2.06\|13.97\|14.93\|13.77\|408086;2026-06-24\|15.70\|9.03\|15.11\|16.35\|15.11\|787585;2026-06-25\|15.65\|-0.32\|15.73\|15.80\|15.24\|517866;2026-06-26\|15.50\|-0.96\|15.42\|15.97\|14.80\|512637;2026-06-29\|17.53\|13.10\|15.85\|17.86\|15.51\|1010528;2026-06-30\|21.04\|20.02\|18.06\|21.04\|17.89\|868276;2026-07-01\|25.25\|20.01\|22.50\|25.25\|22.49\|1758041;2026-07-02\|24.46\|-3.13\|24.00\|25.89\|23.58\|1258820;2026-07-03\|23.17\|-5.27\|24.52\|24.68\|22.95\|853358;2026-07-06\|21.50\|-7.21\|23.58\|23.70\|21.11\|737172;2026-07-07\|22.16\|3.07\|21.41\|23.88\|20.34\|741325;2026-07-08\|22.54\|1.71\|22.43\|23.40\|21.91\|715836;2026-07-09\|24.14\|7.10\|22.21\|24.17\|22.03\|918550;2026-07-10\|21.75\|-9.90\|23.62\|24.32\|21.62\|806857;2026-07-13\|19.98\|-8.14\|21.33\|21.98\|19.77\|717974;2026-07-14\|19.15\|-4.15\|19.88\|20.23\|18.30\|572087;2026-07-15\|17.99\|-6.06\|19.15\|19.50\|17.73\|498344;2026-07-16\|16.79\|-6.67\|17.69\|18.23\|16.62\|559714;2026-07-17\|15.32\|-8.76\|16.77\|16.79\|15.02\|551514;2026-07-20\|14.08\|-8.09\|15.54\|15.74\|13.43\|738392;2026-07-21\|16.90\|20.03\|14.09\|16.90\|14.04\|762985;2026-07-22\|17.55\|3.85\|16.90\|18.50\|16.90\|1115126;2026-07-23\|16.65\|-5.13\|17.72\|17.74\|16.45\|537474;2026-07-24\|16.40\|-1.50\|16.41\|16.82\|16.21\|438086;2026-07-27\|16.55\|0.91\|16.65\|16.98\|15.58\|445575;2026-07-28\|15.44\|-6.71\|16.31\|16.45\|15.28\|487501;2026-07-29\|15.88\|2.85\|15.41\|16.00\|14.86\|530675;2026-07-30\|14.64\|-7.81\|15.72\|15.79\|14.47\|495402;2026-07-31\|14.92\|1.91\|15.89\|16.03\|14.86\|523407;2026-08-03\|14.38\|-3.62\|14.75\|14.88\|14.30\|366354;2026-08-04\|14.96\|4.03\|14.56\|15.19\|14.41\|347920;2026-08-05\|15.65\|4.61\|14.89\|15.84\|14.85\|455994;2026-08-06\|15.85\|1.28\|15.49\|16.08\|15.40\|551648;2026-08-07\|16.39\|3.41\|15.72\|16.42\|15.56\|498340;2026-08-10\|16.19\|-1.22\|16.30\|16.39\|15.77\|365636;2026-08-11\|16.24\|0.31\|16.00\|16.52\|15.90\|329584;2026-08-12\|16.15\|-0.55\|16.28\|16.34\|15.96\|309820;2026-08-13\|15.83\|-1.98\|16.25\|16.43\|15.80\|369834;2026-08-14\|16.18\|2.21\|15.95\|16.26\|15.85\|269331;2026-08-17\|17.15\|6.00\|16.20\|17.33\|16.02\|460305;2026-08-18\|17.11\|-0.23\|17.03\|17.25\|16.52\|482184;2026-08-19\|15.91\|-7.01\|16.62\|17.09\|15.87\|426476;2026-08-20\|15.99\|0.50\|16.18\|16.34\|15.82\|240956;2026-08-21\|15.85\|-0.88\|15.88\|16.18\|15.65\|231196;2026-08-24\|15.28\|-3.60\|15.70\|15.85\|14.97\|259449;2026-08-25\|15.26\|-0.13\|15.03\|15.33\|14.66\|194323;2026-08-26\|15.10\|-1.05\|15.22\|15.37\|14.99\|160350;2026-08-27\|15.66\|3.71\|15.19\|15.74\|15.12\|226205;2026-08-28\|14.93\|-4.66\|15.28\|15.46\|14.86\|347482;2026-08-31\|15.16\|1.54\|14.68\|15.17\|14.55\|230342;2026-09-01\|14.81\|-2.31\|15.15\|15.16\|14.77\|206531;2026-09-02\|14.52\|-1.96\|14.68\|14.78\|14.48\|162364;2026-09-03\|14.60\|0.55\|14.63\|14.78\|14.40\|146836;2026-09-04\|14.30\|-2.05\|14.69\|14.84\|14.20\|206536;2026-09-07\|14.17\|-0.91\|14.42\|14.51\|14.05\|253907;2026-09-08\|14.09\|-0.56\|14.18\|14.32\|14.04\|167457;2026-09-09\|14.02\|-0.50\|14.15\|14.23\|13.97\|144840;2026-09-10\|14.01\|-0.07\|13.93\|14.16\|13.81\|138555;2026-09-11\|13.88\|-0.93\|13.86\|13.92\|13.48\|219707
117510	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：长鑫科技IPO注册获批预示国产存储制造加速，公司作为模拟测试机龙头深度绑定长电科技、通富微电等封测厂；涨停缘由：国产晶圆厂与封测厂同步扩产，测试设备需求刚性增长，华峰测控在模拟/混合信号测试领域市占率超60%；资金逻辑：资金偏好高确定性设备龙头，公司订单可见度高，2026年Q2新签订单同比显著增长；风险提示：测试设备行业受下游资本开支影响大，若晶圆厂扩产放缓将压制设备采购节奏	公司为国内半导体测试机龙头，现已成为国内前三大半导体封测厂商模拟测试领域的主力供应商	2026-05-08\|339.00\|-3.33\|342.15\|347.00\|337.00\|22978;2026-05-11\|367.55\|8.42\|345.00\|368.98\|339.00\|33838;2026-05-12\|373.60\|1.65\|362.61\|389.00\|356.80\|29660;2026-05-13\|399.27\|6.87\|373.15\|408.00\|359.98\|32940;2026-05-14\|397.00\|-0.57\|400.63\|408.79\|391.66\|21990;2026-05-15\|412.00\|3.78\|398.21\|419.88\|382.30\|30885;2026-05-18\|412.60\|0.15\|407.88\|430.10\|401.01\|27815;2026-05-19\|433.30\|5.02\|411.28\|435.00\|391.68\|28557;2026-05-20\|478.00\|10.32\|428.89\|478.00\|428.00\|31891;2026-05-21\|432.00\|-9.62\|495.00\|499.97\|426.16\|43622;2026-05-22\|449.95\|4.16\|432.00\|453.00\|401.00\|49522;2026-05-25\|462.50\|2.79\|433.00\|477.86\|418.00\|49044;2026-05-26\|442.01\|-4.43\|451.00\|458.00\|432.00\|35802;2026-05-27\|409.33\|-7.39\|435.00\|437.00\|406.66\|41801;2026-05-28\|425.00\|3.83\|413.48\|425.80\|404.97\|32521;2026-05-29\|398.04\|-6.34\|417.35\|423.89\|392.00\|37234;2026-06-01\|377.30\|-5.21\|405.20\|406.06\|373.52\|37693;2026-06-02\|373.46\|-1.02\|382.96\|386.38\|367.79\|35887;2026-06-03\|390.10\|4.46\|376.00\|407.17\|376.00\|42446;2026-06-04\|441.00\|13.05\|388.00\|444.44\|388.00\|48224;2026-06-05\|427.92\|-2.97\|433.00\|443.00\|420.00\|33517;2026-06-08\|437.10\|2.15\|418.00\|445.00\|415.08\|38113;2026-06-09\|463.00\|5.93\|443.00\|468.65\|438.00\|34207;2026-06-10\|467.46\|0.96\|456.00\|480.00\|448.04\|31171;2026-06-11\|315.00\|-0.04\|312.58\|333.00\|304.73\|51903;2026-06-12\|299.98\|-4.77\|327.96\|335.74\|293.92\|83891;2026-06-15\|298.00\|-0.66\|299.00\|309.58\|287.78\|72185;2026-06-16\|316.99\|6.37\|304.98\|323.33\|301.90\|57628;2026-06-17\|363.82\|14.77\|311.00\|375.00\|309.33\|86070;2026-06-18\|375.00\|3.07\|365.00\|378.85\|356.00\|63611;2026-06-22\|407.90\|8.77\|378.02\|417.56\|378.02\|72149;2026-06-23\|424.15\|3.98\|405.00\|442.88\|405.00\|56083;2026-06-24\|439.00\|3.50\|408.01\|448.00\|408.01\|55685;2026-06-25\|454.74\|3.59\|447.98\|465.00\|435.00\|49488;2026-06-26\|469.10\|3.16\|451.00\|475.00\|446.00\|42497;2026-06-29\|531.20\|13.24\|470.50\|539.45\|470.50\|65846;2026-06-30\|525.10\|-1.15\|525.89\|540.00\|495.60\|59975;2026-07-01\|529.85\|0.90\|527.68\|570.00\|507.90\|58334;2026-07-02\|450.00\|-15.07\|499.98\|513.00\|439.00\|89194;2026-07-03\|464.00\|3.11\|448.00\|480.68\|421.07\|80690;2026-07-06\|443.40\|-4.44\|466.00\|474.91\|426.00\|66376;2026-07-07\|463.28\|4.48\|443.50\|483.75\|430.05\|71971;2026-07-08\|498.76\|7.66\|472.55\|529.98\|460.00\|81169;2026-07-09\|543.00\|8.87\|510.00\|544.77\|490.03\|61943;2026-07-10\|505.00\|-7.00\|535.00\|564.65\|501.00\|62456;2026-07-13\|489.00\|-3.17\|490.00\|532.23\|483.00\|61245;2026-07-14\|501.00\|2.45\|496.89\|531.29\|475.12\|77900;2026-07-15\|447.00\|-10.78\|508.00\|508.00\|440.05\|86226;2026-07-16\|422.00\|-5.59\|445.65\|451.14\|416.00\|59345;2026-07-17\|372.91\|-11.63\|420.00\|422.00\|370.00\|79083;2026-07-20\|353.06\|-5.32\|391.56\|395.00\|340.03\|75282;2026-07-21\|406.96\|15.27\|361.89\|408.88\|328.15\|87988;2026-07-22\|369.00\|-9.33\|406.00\|415.00\|366.03\|95458;2026-07-23\|359.75\|-2.51\|378.22\|380.22\|351.74\|59114;2026-07-24\|368.00\|2.29\|357.96\|376.99\|345.01\|59007;2026-07-27\|385.58\|4.78\|368.00\|396.66\|351.74\|66774;2026-07-28\|355.90\|-7.70\|385.58\|392.00\|352.00\|58835;2026-07-29\|360.82\|1.38\|359.25\|376.43\|335.35\|71293;2026-07-30\|336.00\|-6.88\|357.06\|370.00\|332.00\|73850;2026-07-31\|357.67\|6.45\|370.00\|386.94\|357.00\|71591;2026-08-03\|319.88\|-10.57\|354.50\|360.00\|307.00\|87866;2026-08-04\|344.98\|7.85\|320.00\|351.50\|318.29\|59552;2026-08-05\|375.42\|8.82\|347.61\|383.36\|340.00\|76677;2026-08-06\|395.15\|5.26\|368.24\|405.00\|365.00\|65450;2026-08-07\|408.47\|3.37\|395.00\|410.89\|385.00\|46433;2026-08-10\|422.10\|3.34\|409.28\|428.88\|400.00\|44716;2026-08-11\|416.30\|-1.37\|425.00\|425.00\|399.01\|41185;2026-08-12\|410.14\|-1.48\|416.00\|421.99\|401.39\|37774;2026-08-13\|415.01\|1.19\|415.91\|434.74\|406.00\|42535;2026-08-14\|408.00\|-1.69\|415.00\|420.63\|393.43\|42921;2026-08-17\|437.10\|7.13\|415.47\|440.66\|405.00\|42509;2026-08-18\|437.90\|0.18\|437.79\|441.45\|425.10\|32590;2026-08-19\|406.93\|-7.07\|425.11\|435.70\|396.01\|44679;2026-08-20\|415.60\|2.13\|410.36\|430.56\|406.99\|35362;2026-08-21\|412.52\|-0.74\|418.09\|418.09\|402.20\|25772;2026-08-24\|405.99\|-1.58\|414.00\|423.00\|391.00\|39949;2026-08-25\|382.73\|-5.73\|404.40\|404.41\|372.01\|58022;2026-08-26\|381.41\|-0.34\|381.81\|393.05\|375.28\|36454;2026-08-27\|400.00\|4.87\|386.40\|402.00\|379.01\|33351;2026-08-28\|389.03\|-2.74\|400.00\|404.54\|387.10\|29208;2026-08-31\|396.08\|1.81\|385.00\|404.26\|373.20\|49226;2026-09-01\|388.80\|-1.84\|396.08\|399.60\|382.00\|33960;2026-09-02\|381.45\|-1.89\|389.38\|389.38\|374.00\|26517;2026-09-03\|373.60\|-2.06\|387.00\|387.50\|368.27\|23242;2026-09-04\|354.71\|-5.06\|376.83\|380.00\|352.30\|37071;2026-09-07\|379.81\|7.08\|360.80\|380.96\|358.00\|38375;2026-09-08\|360.06\|-5.20\|379.82\|383.77\|352.04\|51434;2026-09-09\|353.99\|-1.69\|363.20\|369.99\|351.58\|39399;2026-09-10\|355.55\|0.44\|349.30\|360.86\|346.98\|26326;2026-09-11\|349.11\|-1.81\|353.88\|353.88\|334.99\|34649
117509	苹果寻求获准从长鑫存储购买内存芯片	半导体材料+一季报扭亏+靶材龙头行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年5月13日投资者关系活动记录表，公司明月湖半导体用高纯材料项目已启动建设，规划2026年第四季度竣工投产，投产后将填补集成电路靶材核心上游原材料供应空白。 2、据2026年5月13日投资者关系活动记录表，公司主营高性能溅射靶材，铜靶、铝靶、钼及钼合金靶等产品已批量运用于京东方、华星光电等主流面板厂商。 3、据2026年4月25日一季报，公司2026年第一季度实现营业收入2.76亿元，同比增长215.86%，归母净利润4068.48万元，同比扭亏为盈。	国内高性能溅射靶材领域技术领先的生产商；公司主营铜靶、铝靶、钼及钼合金靶等溅射靶材	2026-05-08\|52.50\|-8.22\|55.21\|55.35\|52.00\|143723;2026-05-11\|59.31\|12.97\|53.80\|59.83\|53.80\|185457;2026-05-12\|55.22\|-6.90\|58.27\|58.27\|54.50\|151807;2026-05-13\|56.61\|2.52\|54.15\|57.13\|53.10\|116124;2026-05-14\|54.32\|-4.05\|56.35\|57.99\|53.01\|117388;2026-05-15\|54.61\|0.53\|53.31\|56.68\|51.81\|110652;2026-05-18\|54.95\|0.62\|55.35\|55.86\|52.50\|78604;2026-05-19\|57.95\|5.46\|54.49\|57.95\|52.55\|118051;2026-05-20\|55.33\|-4.52\|56.30\|56.77\|54.88\|104290;2026-05-21\|49.50\|-10.54\|55.60\|55.99\|48.89\|116635;2026-05-22\|51.76\|4.57\|49.59\|52.35\|49.40\|89228;2026-05-25\|51.07\|-1.33\|52.00\|52.28\|50.20\|79303;2026-05-26\|48.82\|-4.41\|50.68\|50.68\|47.47\|80950;2026-05-27\|48.51\|-0.64\|49.30\|50.53\|47.98\|59840;2026-05-28\|52.00\|7.19\|47.64\|52.78\|47.61\|89022;2026-05-29\|49.61\|-4.60\|52.07\|52.58\|48.52\|78885;2026-06-01\|47.16\|-4.94\|49.65\|50.68\|47.12\|59897;2026-06-02\|48.61\|3.07\|47.20\|49.98\|46.74\|62394;2026-06-03\|47.60\|-2.08\|48.72\|49.62\|46.71\|73030;2026-06-04\|48.63\|2.16\|46.78\|49.62\|46.73\|63694;2026-06-05\|48.55\|-0.16\|48.01\|49.95\|47.02\|50746;2026-06-08\|45.51\|-6.26\|45.90\|47.58\|44.80\|52738;2026-06-09\|49.30\|8.33\|46.42\|49.50\|46.24\|71602;2026-06-10\|55.88\|13.35\|48.63\|58.13\|48.48\|159323;2026-06-11\|67.06\|20.01\|56.00\|67.06\|56.00\|221319;2026-06-12\|56.68\|-15.48\|68.00\|68.00\|56.10\|242998;2026-06-15\|58.70\|3.56\|56.82\|60.35\|53.37\|165970;2026-06-16\|63.16\|7.60\|57.79\|65.00\|56.81\|182599;2026-06-17\|64.33\|1.85\|60.18\|64.50\|58.88\|151110;2026-06-18\|65.91\|2.46\|62.50\|68.91\|62.50\|146228;2026-06-22\|78.58\|19.22\|71.00\|79.09\|70.96\|181280;2026-06-23\|79.25\|0.85\|77.91\|85.85\|76.09\|181020;2026-06-24\|80.99\|2.20\|80.15\|82.85\|75.85\|165314;2026-06-25\|87.60\|8.16\|80.19\|91.88\|76.50\|177885;2026-06-26\|87.99\|0.45\|85.00\|91.39\|80.82\|154744;2026-06-29\|99.69\|13.30\|87.95\|99.80\|82.51\|172985;2026-06-30\|96.90\|-2.80\|94.70\|103.16\|92.28\|136775;2026-07-01\|88.08\|-9.10\|99.00\|103.84\|88.00\|155738;2026-07-02\|85.10\|-3.38\|81.00\|91.50\|80.05\|121991;2026-07-03\|81.08\|-4.72\|85.36\|88.25\|81.00\|111902;2026-07-06\|80.58\|-0.62\|84.00\|86.50\|77.00\|98662;2026-07-07\|82.03\|1.80\|77.00\|86.58\|77.00\|98386;2026-07-08\|81.25\|-0.95\|82.03\|84.60\|75.58\|99662;2026-07-09\|88.15\|8.49\|83.00\|88.25\|81.18\|124127;2026-07-10\|76.70\|-12.99\|88.16\|91.50\|76.60\|151757;2026-07-13\|73.30\|-4.43\|74.00\|78.89\|72.60\|89174;2026-07-14\|74.95\|2.25\|75.37\|75.66\|68.60\|85137;2026-07-15\|68.41\|-8.73\|76.50\|76.88\|68.00\|79377;2026-07-16\|63.47\|-7.22\|65.00\|68.69\|63.00\|77779;2026-07-17\|57.16\|-9.94\|63.11\|63.72\|56.57\|87427;2026-07-20\|48.47\|-15.20\|59.00\|59.80\|46.14\|103389;2026-07-21\|56.20\|15.95\|49.11\|56.96\|42.12\|139338;2026-07-22\|56.24\|0.07\|55.40\|59.18\|55.00\|117605;2026-07-23\|54.54\|-3.02\|57.36\|57.36\|53.61\|62673;2026-07-24\|51.26\|-6.01\|52.00\|54.12\|49.69\|99311;2026-07-27\|52.79\|2.98\|51.77\|53.28\|48.04\|75065;2026-07-28\|47.25\|-10.49\|52.36\|54.20\|46.90\|88302;2026-07-29\|44.23\|-6.39\|47.42\|48.49\|42.01\|108909;2026-07-30\|39.25\|-11.26\|43.56\|44.28\|39.13\|101269;2026-07-31\|41.31\|5.25\|43.50\|45.83\|41.22\|106207;2026-08-03\|38.09\|-7.79\|40.99\|41.50\|37.83\|104207;2026-08-04\|44.58\|17.04\|39.78\|45.71\|38.33\|143858;2026-08-05\|51.25\|14.96\|44.63\|52.47\|44.63\|171362;2026-08-06\|58.50\|14.15\|51.00\|59.27\|51.00\|195382;2026-08-07\|61.55\|5.21\|58.33\|63.00\|58.33\|189746;2026-08-10\|62.50\|1.54\|61.95\|65.80\|60.03\|156717;2026-08-11\|60.00\|-4.00\|60.98\|63.49\|60.00\|119185;2026-08-12\|65.80\|9.67\|61.00\|68.40\|60.78\|170914;2026-08-13\|63.34\|-3.74\|66.58\|67.57\|63.03\|129271;2026-08-14\|63.61\|0.43\|64.22\|65.00\|61.98\|96882;2026-08-17\|67.98\|6.87\|64.20\|71.46\|63.09\|155844;2026-08-18\|69.02\|1.53\|67.99\|71.10\|67.60\|137374;2026-08-19\|64.42\|-6.66\|65.41\|69.67\|63.56\|121512;2026-08-20\|64.73\|0.48\|66.00\|66.43\|62.00\|89984;2026-08-21\|62.86\|-2.89\|63.50\|64.71\|61.51\|76464;2026-08-24\|62.92\|0.10\|64.12\|66.70\|60.90\|100352;2026-08-25\|62.13\|-1.26\|61.19\|63.63\|58.21\|86340;2026-08-26\|60.55\|-2.54\|63.00\|63.88\|58.38\|81346;2026-08-27\|64.95\|7.27\|61.09\|65.68\|59.70\|104765;2026-08-28\|61.18\|-5.80\|64.48\|65.21\|61.11\|94322;2026-08-31\|62.20\|1.67\|58.98\|62.20\|58.88\|73533;2026-09-01\|58.15\|-6.51\|61.50\|62.14\|57.66\|73783;2026-09-02\|56.88\|-2.18\|55.63\|57.57\|55.63\|56398;2026-09-03\|57.55\|1.18\|58.16\|59.51\|56.73\|64895;2026-09-04\|53.90\|-6.34\|58.01\|58.67\|53.01\|76157;2026-09-07\|56.89\|5.55\|54.66\|57.44\|54.66\|69241;2026-09-08\|55.23\|-2.92\|57.00\|57.83\|55.01\|57647;2026-09-09\|55.98\|1.36\|56.33\|58.68\|55.23\|73719;2026-09-10\|55.52\|-0.82\|55.00\|56.94\|55.00\|49761;2026-09-11\|54.60\|-1.66\|53.98\|55.24\|51.91\|60673
117508	苹果寻求获准从长鑫存储购买内存芯片	功率半导体提价+SiC模块+GaN 行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月26日互动易，公司于今年3月完成首轮调价，近期已启动第二轮产品涨价，调价涵盖IGBT单管及模块、整流桥和MOSFET器件。 2、据2026年4月30日年报及2026年6月1日互动易，公司自主研发的NCB SiC模块已通过海外主流AI服务器厂商整机认证并实现小批量供货，切入高端算力电源供应链。 3、据2026年5月8日投资者关系活动记录表，子公司宏微爱赛的650V GaN HEMT芯片研发成功，该产品可有效降低功耗，提升数据中心能源效率。	1、公司现有的高压产品提供可供并联使用的大电流IGBT、SiC模块产品用于可控核聚变加热电源和脉冲电源； 2、公司自研GaN 100V/7mΩ芯片已向下游厂商送样，适配人形机器人核心驱动需求	2026-05-08\|28.39\|0.89\|28.28\|28.89\|27.53\|62128;2026-05-11\|30.66\|8.00\|29.50\|30.83\|28.92\|147516;2026-05-12\|30.41\|-0.82\|31.00\|31.40\|30.02\|130115;2026-05-13\|32.66\|7.40\|30.10\|33.05\|29.60\|181470;2026-05-14\|34.44\|5.45\|33.80\|35.96\|33.48\|283455;2026-05-15\|32.42\|-5.87\|34.00\|34.63\|32.07\|203437;2026-05-18\|31.45\|-2.99\|32.01\|32.59\|31.00\|144459;2026-05-19\|34.87\|10.87\|31.50\|34.89\|31.50\|217576;2026-05-20\|35.74\|2.50\|34.53\|36.88\|34.00\|225390;2026-05-21\|32.57\|-8.87\|35.64\|35.64\|32.30\|177006;2026-05-22\|33.55\|3.01\|33.16\|34.50\|32.81\|141270;2026-05-25\|36.94\|10.10\|34.00\|38.25\|33.92\|236182;2026-05-26\|36.17\|-2.08\|36.99\|36.99\|34.80\|176218;2026-05-27\|37.15\|2.71\|37.00\|39.38\|36.22\|254234;2026-05-28\|37.88\|1.97\|36.89\|38.96\|36.01\|190865;2026-05-29\|33.90\|-10.51\|37.55\|37.79\|33.50\|210596;2026-06-01\|32.97\|-2.74\|33.98\|34.77\|32.76\|121859;2026-06-02\|32.30\|-2.03\|32.96\|33.45\|31.56\|114773;2026-06-03\|33.83\|4.74\|33.43\|34.96\|32.23\|159316;2026-06-04\|34.47\|1.89\|34.00\|36.50\|33.83\|159365;2026-06-05\|33.53\|-2.73\|33.10\|35.20\|32.13\|140849;2026-06-08\|29.74\|-11.30\|31.50\|32.74\|29.74\|143027;2026-06-09\|35.69\|20.01\|31.52\|35.69\|31.52\|261921;2026-06-10\|34.10\|-4.46\|34.72\|35.85\|33.58\|203522;2026-06-11\|34.63\|1.55\|33.70\|36.17\|33.50\|218326;2026-06-12\|34.79\|0.46\|35.70\|36.40\|34.16\|187211;2026-06-15\|39.28\|12.91\|35.00\|39.66\|35.00\|220558;2026-06-16\|38.55\|-1.86\|39.88\|41.24\|38.31\|216654;2026-06-17\|39.34\|2.05\|37.97\|40.42\|37.72\|213787;2026-06-18\|40.34\|2.54\|38.99\|41.00\|38.65\|209227;2026-06-22\|38.62\|-4.26\|42.31\|43.00\|37.02\|293300;2026-06-23\|43.95\|13.80\|37.90\|44.88\|37.43\|390402;2026-06-24\|42.42\|-3.48\|42.94\|44.00\|40.48\|312471;2026-06-25\|41.90\|-1.23\|42.50\|42.50\|39.90\|246800;2026-06-26\|39.41\|-5.94\|40.94\|43.20\|38.64\|216513;2026-06-29\|44.70\|13.42\|43.00\|47.29\|42.19\|406810;2026-06-30\|45.45\|1.68\|45.00\|46.05\|42.00\|325151;2026-07-01\|43.96\|-3.28\|46.22\|47.25\|43.03\|285354;2026-07-02\|40.43\|-8.03\|41.00\|43.55\|39.30\|200168;2026-07-03\|37.03\|-8.41\|40.41\|40.77\|36.97\|231942;2026-07-06\|36.00\|-2.78\|37.68\|37.98\|34.81\|149340;2026-07-07\|36.23\|0.64\|35.70\|37.59\|35.38\|166768;2026-07-08\|35.25\|-2.70\|36.60\|37.20\|33.85\|140040;2026-07-09\|36.58\|3.77\|35.70\|36.68\|34.03\|150557;2026-07-10\|33.30\|-8.97\|36.58\|37.87\|33.30\|168828;2026-07-13\|31.30\|-6.01\|32.50\|34.35\|31.04\|123692;2026-07-14\|31.59\|0.93\|31.99\|32.20\|29.27\|129767;2026-07-15\|30.08\|-4.78\|32.44\|33.18\|30.03\|109415;2026-07-16\|27.62\|-8.18\|29.48\|30.30\|27.48\|125606;2026-07-17\|24.37\|-11.77\|27.62\|27.90\|24.36\|134502;2026-07-20\|22.80\|-6.44\|24.84\|25.30\|21.71\|126353;2026-07-21\|24.99\|9.61\|22.86\|25.02\|20.35\|145868;2026-07-22\|24.11\|-3.52\|24.39\|25.70\|23.82\|112713;2026-07-23\|23.32\|-3.28\|24.30\|24.37\|23.09\|80240;2026-07-24\|22.68\|-2.74\|22.82\|23.60\|22.53\|65745;2026-07-27\|23.48\|3.53\|22.55\|23.48\|22.20\|63080;2026-07-28\|22.22\|-5.37\|23.06\|23.59\|22.05\|74251;2026-07-29\|22.23\|0.04\|22.28\|22.69\|21.11\|73685;2026-07-30\|20.90\|-5.98\|22.12\|22.22\|20.90\|69219;2026-07-31\|22.17\|6.08\|23.00\|23.45\|22.17\|101605;2026-08-03\|21.96\|-0.95\|21.90\|22.33\|21.65\|56464;2026-08-04\|23.09\|5.15\|22.24\|23.25\|22.10\|66485;2026-08-05\|24.30\|5.24\|23.05\|24.57\|23.03\|93876;2026-08-06\|24.49\|0.78\|24.00\|24.98\|23.81\|93759;2026-08-07\|25.68\|4.86\|24.71\|25.70\|23.88\|116734;2026-08-10\|24.91\|-3.00\|25.80\|25.82\|24.57\|96518;2026-08-11\|25.78\|3.49\|24.70\|26.49\|24.51\|120369;2026-08-12\|25.86\|0.31\|25.72\|26.08\|25.54\|76198;2026-08-13\|25.27\|-2.28\|26.40\|26.58\|25.25\|96767;2026-08-14\|25.78\|2.02\|25.59\|25.90\|25.07\|62855;2026-08-17\|27.11\|5.16\|25.85\|27.23\|25.68\|94279;2026-08-18\|27.35\|0.89\|26.95\|27.45\|26.12\|99765;2026-08-19\|25.10\|-8.23\|26.00\|26.80\|24.77\|121678;2026-08-20\|24.75\|-1.39\|25.46\|25.69\|24.38\|101091;2026-08-21\|25.90\|4.65\|24.60\|26.24\|24.53\|113059;2026-08-24\|24.98\|-3.55\|25.87\|26.46\|24.33\|91063;2026-08-25\|25.32\|1.36\|24.46\|25.45\|23.68\|85854;2026-08-26\|25.13\|-0.75\|25.65\|25.79\|24.70\|54081;2026-08-27\|26.25\|4.46\|25.30\|26.35\|24.93\|76976;2026-08-28\|25.99\|-0.99\|26.01\|26.63\|25.91\|55223;2026-08-31\|25.65\|-1.31\|24.29\|25.73\|24.29\|79291;2026-09-01\|24.90\|-2.92\|25.70\|25.85\|24.70\|64659;2026-09-02\|24.16\|-2.97\|24.56\|24.69\|23.95\|62516;2026-09-03\|24.41\|1.03\|24.30\|24.70\|23.98\|48473;2026-09-04\|23.55\|-3.52\|24.53\|24.90\|23.36\|61898;2026-09-07\|24.60\|4.46\|23.98\|24.69\|23.80\|64779;2026-09-08\|23.90\|-2.85\|24.56\|24.70\|23.82\|51936;2026-09-09\|23.76\|-0.59\|24.30\|24.58\|23.67\|43286;2026-09-10\|25.00\|5.22\|23.60\|25.52\|23.31\|136933;2026-09-11\|23.61\|-5.56\|24.82\|24.82\|22.84\|110290
117507	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：HBM3量产在即，公司颗粒状环氧塑封料（GMC）已通过长电科技、通富微电验证并小批量供货；涨停缘由：上半年存储涨价仍将持续，GMC材料适配HBM高密度堆叠封装，技术壁垒高，客户认证周期短于传统EMC；资金逻辑：小市值材料细分龙头，4月8日涨停获游资主导，换手率达28.6%，资金博弈HBM产业化提速预期；风险提示：GMC收入占比仍低，量产规模尚未放量，且HBM渗透节奏受制于英伟达下一代GPU发布进度	公司的颗粒状环氧塑封料（GMC)可以用于HBM的封装	2026-05-08\|100.50\|-0.42\|98.23\|103.33\|97.31\|77142;2026-05-11\|106.30\|5.77\|104.60\|108.69\|99.21\|105632;2026-05-12\|107.32\|0.96\|104.00\|108.30\|102.62\|84768;2026-05-13\|117.54\|9.52\|104.98\|118.30\|104.10\|106769;2026-05-14\|115.83\|-1.45\|120.90\|125.40\|115.79\|156064;2026-05-15\|133.77\|15.49\|122.34\|139.00\|117.50\|193422;2026-05-18\|137.32\|2.65\|136.17\|148.00\|132.83\|188129;2026-05-19\|142.00\|3.41\|136.37\|142.00\|131.50\|135288;2026-05-20\|141.28\|-0.51\|138.88\|147.37\|138.84\|134242;2026-05-21\|135.17\|-4.32\|141.47\|145.60\|134.00\|150134;2026-05-22\|134.00\|-0.87\|135.24\|136.50\|127.66\|116834;2026-05-25\|137.00\|2.24\|127.33\|140.12\|121.50\|151915;2026-05-26\|136.80\|-0.15\|137.00\|144.87\|131.23\|130785;2026-05-27\|126.21\|-7.74\|141.00\|141.20\|125.00\|119809;2026-05-28\|129.03\|2.23\|126.07\|131.77\|123.08\|89113;2026-05-29\|120.19\|-6.85\|130.56\|132.13\|119.39\|95254;2026-06-01\|114.15\|-5.03\|120.19\|124.00\|113.88\|82648;2026-06-02\|112.77\|-1.21\|115.26\|116.00\|110.60\|76417;2026-06-03\|115.44\|2.37\|112.97\|121.36\|112.97\|87546;2026-06-04\|118.74\|2.86\|112.96\|122.16\|111.89\|88377;2026-06-05\|114.80\|-3.32\|115.27\|119.45\|113.52\|67210;2026-06-08\|107.82\|-6.08\|107.49\|112.53\|106.21\|64759;2026-06-09\|114.12\|5.84\|111.00\|116.79\|109.10\|70614;2026-06-10\|125.93\|10.35\|112.00\|131.01\|112.00\|136887;2026-06-11\|131.20\|4.18\|124.43\|132.97\|123.38\|145117;2026-06-12\|119.04\|-9.27\|133.89\|135.96\|117.90\|158936;2026-06-15\|124.17\|4.31\|121.74\|124.44\|115.22\|104663;2026-06-16\|125.74\|1.26\|123.00\|127.17\|122.00\|99385;2026-06-17\|133.97\|6.55\|122.00\|134.44\|121.06\|125446;2026-06-18\|152.90\|14.13\|129.97\|155.00\|129.97\|165154;2026-06-22\|153.52\|0.41\|151.38\|159.58\|146.01\|174212;2026-06-23\|138.09\|-10.05\|148.00\|148.00\|135.08\|166596;2026-06-24\|147.47\|6.79\|137.54\|148.88\|132.00\|144810;2026-06-25\|148.50\|0.70\|152.00\|158.28\|146.05\|141819;2026-06-26\|163.91\|10.38\|145.86\|170.00\|143.08\|180764;2026-06-29\|186.01\|13.48\|169.10\|188.35\|157.50\|197557;2026-06-30\|187.00\|0.53\|178.00\|194.99\|171.68\|151489;2026-07-01\|179.30\|-4.12\|184.00\|199.99\|176.00\|152530;2026-07-02\|174.18\|-2.86\|169.50\|193.00\|169.00\|158799;2026-07-03\|160.46\|-7.88\|170.01\|176.93\|157.00\|150893;2026-07-06\|162.29\|1.14\|166.56\|168.00\|151.80\|121341;2026-07-07\|159.24\|-1.88\|157.66\|166.66\|157.66\|95319;2026-07-08\|157.00\|-1.41\|159.80\|164.56\|145.45\|103594;2026-07-09\|179.20\|14.14\|161.95\|179.91\|158.55\|142358;2026-07-10\|169.59\|-5.36\|176.00\|192.66\|169.00\|159734;2026-07-13\|150.60\|-11.20\|162.77\|174.88\|148.10\|133063;2026-07-14\|153.00\|1.59\|152.75\|156.30\|140.00\|121956;2026-07-15\|136.88\|-10.54\|157.36\|157.89\|136.78\|108879;2026-07-16\|122.42\|-10.56\|134.73\|136.54\|120.00\|113868;2026-07-17\|111.65\|-8.80\|123.76\|125.00\|111.30\|118388;2026-07-20\|97.20\|-12.94\|116.00\|117.88\|92.60\|138309;2026-07-21\|112.00\|15.23\|99.45\|112.21\|87.00\|162272;2026-07-22\|105.68\|-5.64\|109.85\|113.45\|105.05\|129829;2026-07-23\|101.67\|-3.79\|106.05\|107.79\|100.06\|81275;2026-07-24\|103.50\|1.80\|99.64\|106.66\|99.05\|93221;2026-07-27\|108.23\|4.57\|102.85\|110.00\|98.00\|93672;2026-07-28\|99.00\|-8.53\|105.95\|107.80\|98.10\|83000;2026-07-29\|94.62\|-4.42\|98.41\|99.48\|88.52\|104470;2026-07-30\|84.38\|-10.82\|93.80\|95.02\|83.40\|113278;2026-07-31\|89.10\|5.59\|92.50\|96.66\|89.00\|109269;2026-08-03\|81.66\|-8.35\|87.30\|89.76\|80.58\|96677;2026-08-04\|88.28\|8.11\|83.00\|89.75\|81.58\|83833;2026-08-05\|95.85\|8.57\|88.49\|96.90\|88.00\|107875;2026-08-06\|98.90\|3.18\|93.94\|100.52\|92.50\|101854;2026-08-07\|103.60\|4.75\|98.90\|104.41\|96.66\|106490;2026-08-10\|103.64\|0.04\|105.01\|106.00\|101.18\|96367;2026-08-11\|101.50\|-2.06\|102.92\|104.66\|100.25\|65098;2026-08-12\|104.68\|3.13\|103.10\|105.77\|102.16\|70067;2026-08-13\|101.85\|-2.70\|107.20\|108.80\|101.35\|82425;2026-08-14\|105.42\|3.51\|103.28\|106.43\|102.16\|66353;2026-08-17\|111.72\|5.98\|105.42\|111.80\|104.72\|76043;2026-08-18\|111.22\|-0.45\|111.77\|113.89\|108.38\|76640;2026-08-19\|100.15\|-9.95\|107.00\|110.00\|99.29\|92205;2026-08-20\|100.63\|0.48\|102.94\|103.20\|98.96\|60320;2026-08-21\|100.50\|-0.13\|100.62\|102.89\|98.07\|42795;2026-08-24\|99.54\|-0.96\|100.62\|101.08\|96.40\|48165;2026-08-25\|98.20\|-1.35\|96.60\|99.26\|93.90\|42880;2026-08-26\|98.29\|0.09\|99.96\|99.99\|96.01\|39619;2026-08-27\|105.56\|7.40\|98.84\|106.35\|98.05\|68859;2026-08-28\|102.40\|-2.99\|104.59\|107.00\|102.02\|52252;2026-08-31\|104.32\|1.88\|100.00\|104.55\|98.92\|60972;2026-09-01\|100.40\|-3.76\|105.80\|106.39\|99.88\|57661;2026-09-02\|97.80\|-2.59\|98.38\|99.60\|96.51\|46895;2026-09-03\|98.38\|0.59\|99.77\|100.20\|96.80\|43489;2026-09-04\|94.48\|-3.96\|99.71\|101.84\|93.00\|54765;2026-09-07\|101.04\|6.94\|96.37\|101.85\|95.48\|61161;2026-09-08\|100.88\|-0.16\|101.06\|104.38\|98.97\|52248;2026-09-09\|100.26\|-0.61\|102.00\|104.36\|99.80\|39124;2026-09-10\|103.70\|3.43\|99.17\|104.44\|98.56\|58493;2026-09-11\|100.08\|-3.49\|101.01\|102.08\|95.34\|70912
117506	苹果寻求获准从长鑫存储购买内存芯片	电子化学品+电子级磷酸+光刻胶+国企行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年4月30日互动易，公司IPO募投项目建设总体已接近尾声，其中“3万吨/年电子级磷酸项目”已建成投产，“2万吨/年电子级氨水联产1万吨/年电子级氨气项目”已建成，目前处于试运行测试阶段，“4万吨/年超高纯电子化学品项目（上海）”目前基本完工。 2、据2026年3月31日年报，公司核心产品电子级磷酸在国内半导体领域市占率全国第一，电子级硫酸处于国内第一梯队，2025年集成电路领域销售收入占主营业务收入比例达89.87%。 3、据2026年4月27日机构调研，公司以自有资金收购光刻胶用光引发剂制备专有技术及实验设备，瞄准g/i线光刻胶光引发剂进行产业化，预计年内可投产30吨产线。 4、据2026年3月31日年报，公司最终控制人为兴山县人民政府国有资产监督管理局，属于国有企业。	SK海力士、长存资本新进公司2026Q1前十大流通股东	2026-05-08\|63.00\|6.78\|59.60\|66.66\|58.11\|206501;2026-05-11\|75.60\|20.00\|72.02\|75.60\|71.55\|272601;2026-05-12\|80.00\|5.82\|77.00\|83.08\|75.16\|351126;2026-05-13\|90.22\|12.78\|75.70\|94.93\|75.70\|329722;2026-05-14\|89.04\|-1.31\|89.65\|94.55\|86.00\|263458;2026-05-15\|92.67\|4.08\|90.73\|97.00\|85.50\|262718;2026-05-18\|93.90\|1.33\|93.00\|98.00\|90.29\|225134;2026-05-19\|87.30\|-7.03\|88.99\|89.00\|82.01\|250564;2026-05-20\|86.50\|-0.92\|87.50\|89.34\|83.10\|234398;2026-05-21\|78.39\|-9.38\|88.99\|91.73\|77.96\|296307;2026-05-22\|82.00\|4.61\|78.94\|83.01\|76.84\|190606;2026-05-25\|81.16\|-1.02\|81.80\|82.54\|78.11\|156157;2026-05-26\|77.39\|-4.65\|81.20\|82.20\|76.19\|147993;2026-05-27\|76.14\|-1.62\|79.00\|79.66\|75.23\|140090;2026-05-28\|80.74\|6.04\|75.00\|81.98\|74.99\|182354;2026-05-29\|75.20\|-6.86\|79.90\|81.44\|74.21\|141912;2026-06-01\|74.27\|-1.24\|75.91\|76.90\|72.80\|110804;2026-06-02\|75.03\|1.02\|73.51\|76.00\|72.92\|82964;2026-06-03\|78.82\|5.05\|75.00\|82.20\|74.01\|160312;2026-06-04\|89.86\|14.01\|77.25\|90.66\|76.11\|241757;2026-06-05\|86.16\|-4.12\|87.00\|90.75\|84.91\|167466;2026-06-08\|80.50\|-6.57\|81.91\|84.50\|79.60\|146068;2026-06-09\|82.82\|2.88\|83.32\|85.67\|79.39\|136722;2026-06-10\|87.10\|5.17\|80.83\|90.02\|80.00\|211667;2026-06-11\|104.52\|20.00\|91.50\|104.52\|91.00\|198569;2026-06-12\|108.00\|3.63\|111.69\|111.69\|98.00\|335256;2026-06-15\|115.00\|6.48\|108.00\|115.88\|104.80\|247160;2026-06-16\|109.09\|-5.14\|112.82\|120.00\|108.77\|228910;2026-06-17\|114.00\|4.50\|104.22\|117.17\|101.10\|271987;2026-06-18\|109.76\|-3.72\|110.00\|112.20\|106.73\|184438;2026-06-22\|113.60\|3.50\|112.50\|117.68\|108.00\|195539;2026-06-23\|104.80\|-7.75\|112.52\|113.49\|103.18\|156320;2026-06-24\|110.25\|5.20\|102.55\|112.55\|101.23\|161701;2026-06-25\|125.70\|14.01\|114.78\|132.30\|105.70\|314296;2026-06-26\|118.30\|-5.89\|121.00\|129.98\|118.00\|252256;2026-06-29\|134.66\|13.83\|122.00\|135.00\|115.08\|253495;2026-06-30\|133.06\|-1.19\|128.50\|138.10\|125.00\|197352;2026-07-01\|140.90\|5.89\|133.00\|148.38\|132.00\|220207;2026-07-02\|125.57\|-10.88\|132.10\|137.98\|120.01\|171019;2026-07-03\|112.81\|-10.16\|121.60\|125.88\|112.80\|194677;2026-07-06\|109.88\|-2.60\|114.77\|115.90\|104.58\|163825;2026-07-07\|107.79\|-1.90\|108.14\|111.06\|105.00\|109259;2026-07-08\|111.21\|3.17\|109.37\|115.78\|104.00\|143929;2026-07-09\|119.59\|7.54\|116.00\|120.58\|115.20\|149488;2026-07-10\|111.00\|-7.18\|120.50\|126.58\|109.99\|183963;2026-07-13\|105.43\|-5.02\|109.00\|114.48\|105.14\|156382;2026-07-14\|105.70\|0.26\|105.50\|107.48\|97.00\|170124;2026-07-15\|98.43\|-6.88\|109.61\|110.99\|98.00\|127222;2026-07-16\|90.91\|-7.64\|94.32\|98.99\|89.81\|142753;2026-07-17\|83.23\|-8.45\|90.84\|92.38\|82.81\|146189;2026-07-20\|69.91\|-16.00\|84.34\|86.00\|66.91\|207328;2026-07-21\|79.77\|14.10\|72.05\|80.00\|63.80\|214184;2026-07-22\|77.01\|-3.46\|79.00\|82.50\|76.11\|163958;2026-07-23\|74.75\|-2.93\|78.88\|79.46\|74.00\|93566;2026-07-24\|75.06\|0.41\|73.07\|77.33\|72.57\|106527;2026-07-27\|78.63\|4.76\|75.57\|79.22\|72.50\|118011;2026-07-28\|72.19\|-8.19\|77.46\|79.12\|71.50\|111831;2026-07-29\|68.34\|-5.33\|72.19\|72.96\|64.11\|155816;2026-07-30\|63.08\|-7.70\|68.60\|68.88\|62.21\|123941;2026-07-31\|66.62\|5.61\|70.00\|74.84\|66.27\|154185;2026-08-03\|61.49\|-7.70\|65.00\|65.90\|60.81\|132710;2026-08-04\|66.26\|7.76\|61.66\|67.00\|61.08\|126123;2026-08-05\|75.98\|14.67\|65.80\|78.98\|65.13\|183577;2026-08-06\|80.40\|5.82\|73.51\|80.58\|72.88\|219490;2026-08-07\|85.70\|6.59\|79.00\|89.00\|77.38\|260713;2026-08-10\|90.24\|5.30\|87.12\|91.60\|85.51\|208357;2026-08-11\|86.40\|-4.26\|87.80\|90.44\|85.48\|161209;2026-08-12\|88.82\|2.80\|88.00\|90.30\|87.05\|135187;2026-08-13\|85.10\|-4.19\|91.04\|91.99\|85.00\|146064;2026-08-14\|89.32\|4.96\|86.42\|90.24\|86.08\|127311;2026-08-17\|91.63\|2.59\|90.25\|93.58\|88.51\|147813;2026-08-18\|94.65\|3.30\|89.98\|96.58\|89.65\|212338;2026-08-19\|85.26\|-9.92\|89.92\|94.30\|84.26\|201857;2026-08-20\|82.16\|-3.64\|86.00\|87.00\|80.88\|130742;2026-08-21\|80.79\|-1.67\|81.00\|83.08\|79.68\|99528;2026-08-24\|81.47\|0.84\|82.88\|83.88\|78.19\|130059;2026-08-25\|76.63\|-5.94\|78.50\|79.80\|74.00\|115484;2026-08-26\|78.00\|1.79\|77.53\|79.60\|74.41\|98844;2026-08-27\|80.36\|3.03\|78.30\|82.00\|76.88\|105598;2026-08-28\|77.14\|-4.01\|80.00\|81.20\|77.00\|93800;2026-08-31\|78.20\|1.37\|75.68\|78.62\|74.91\|82000;2026-09-01\|75.30\|-3.71\|78.80\|78.80\|74.02\|89258;2026-09-02\|76.19\|1.18\|74.50\|78.30\|72.88\|80412;2026-09-03\|74.68\|-1.98\|77.43\|77.54\|72.60\|99438;2026-09-04\|71.50\|-4.26\|75.48\|76.18\|70.91\|89504;2026-09-07\|75.36\|5.40\|72.60\|75.70\|72.04\|84407;2026-09-08\|73.42\|-2.57\|75.42\|76.22\|73.13\|62820;2026-09-09\|73.17\|-0.34\|73.98\|76.46\|72.80\|58870;2026-09-10\|72.89\|-0.38\|72.97\|74.63\|71.71\|46837;2026-09-11\|71.42\|-2.02\|71.62\|72.49\|68.21\|67579
117505	苹果寻求获准从长鑫存储购买内存芯片	12英寸硅片+存储芯片+拟参股半导体上游行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年5月8日投资者活动记录表，公司系国内头部存储芯片厂商全球12英寸硅片厂商中供货量第一或第二大的供应商。 2、据2025年年报，公司主营12英寸硅片，产品广泛应用于存储芯片、逻辑芯片等领域，截至2025年底产能超85万片/月，位居国内第一、全球第六。 3、据2026年5月29日公告，公司拟以自有资金参股珠海奕源及重庆欣晖，投向半导体上游关键材料及部件环节，以拓宽业务布局。	2025-10上市	2026-05-08\|30.66\|11.29\|27.20\|31.24\|26.86\|470939;2026-05-11\|34.05\|11.06\|31.95\|35.42\|30.10\|542423;2026-05-12\|34.34\|0.85\|33.71\|35.99\|32.33\|430625;2026-05-13\|35.39\|3.06\|33.00\|35.63\|32.63\|374548;2026-05-14\|34.10\|-3.65\|35.36\|35.39\|33.86\|281557;2026-05-15\|33.97\|-0.38\|34.08\|35.45\|32.49\|376711;2026-05-18\|33.52\|-1.32\|33.64\|34.75\|33.02\|264913;2026-05-19\|35.60\|6.21\|32.90\|36.44\|32.00\|441247;2026-05-20\|34.90\|-1.97\|35.52\|36.97\|34.80\|428491;2026-05-21\|32.59\|-6.62\|35.01\|36.66\|32.57\|401834;2026-05-22\|33.38\|2.42\|33.00\|33.38\|31.75\|301140;2026-05-25\|33.12\|-0.78\|33.02\|33.86\|31.75\|239045;2026-05-26\|31.40\|-5.19\|33.01\|33.01\|30.78\|253386;2026-05-27\|33.61\|7.04\|31.50\|35.12\|31.12\|351411;2026-05-28\|37.94\|12.88\|33.28\|40.33\|32.99\|534656;2026-05-29\|37.94\|0.00\|39.42\|41.41\|37.82\|530683;2026-06-01\|35.15\|-7.35\|37.00\|37.48\|34.80\|330150;2026-06-02\|34.02\|-3.21\|35.00\|35.60\|33.77\|232082;2026-06-03\|35.33\|3.85\|34.29\|38.32\|34.11\|328568;2026-06-04\|38.55\|9.11\|34.96\|39.65\|34.25\|367614;2026-06-05\|36.70\|-4.80\|37.15\|39.50\|36.00\|282837;2026-06-08\|34.44\|-6.16\|34.52\|37.18\|33.40\|265976;2026-06-09\|41.33\|20.01\|36.00\|41.33\|34.77\|358639;2026-06-10\|46.60\|12.75\|43.88\|46.60\|42.58\|542056;2026-06-11\|49.76\|6.78\|44.89\|50.06\|44.60\|514237;2026-06-12\|47.50\|-4.54\|52.41\|55.30\|47.50\|615591;2026-06-15\|48.17\|1.41\|48.37\|49.77\|44.00\|481174;2026-06-16\|47.00\|-2.43\|47.00\|48.31\|45.52\|453637;2026-06-17\|54.50\|15.96\|45.51\|54.78\|45.28\|559161;2026-06-18\|50.39\|-7.54\|53.00\|53.55\|50.10\|472563;2026-06-22\|51.16\|1.53\|51.21\|52.09\|48.51\|369546;2026-06-23\|48.40\|-5.39\|49.15\|50.15\|46.08\|280713;2026-06-24\|48.36\|-0.08\|47.00\|49.63\|46.12\|248250;2026-06-25\|51.60\|6.70\|48.50\|52.83\|47.67\|344750;2026-06-26\|53.86\|4.38\|50.55\|56.72\|49.19\|438184;2026-06-29\|61.33\|13.87\|55.00\|62.89\|51.51\|491361;2026-06-30\|61.92\|0.96\|59.00\|63.99\|57.88\|347397;2026-07-01\|61.80\|-0.19\|61.50\|66.83\|60.50\|372673;2026-07-02\|58.00\|-6.15\|57.00\|61.83\|52.27\|298827;2026-07-03\|53.99\|-6.91\|56.78\|58.33\|53.99\|279659;2026-07-06\|52.00\|-3.69\|55.23\|55.29\|49.91\|219438;2026-07-07\|53.26\|2.42\|51.31\|55.50\|50.57\|214436;2026-07-08\|49.35\|-7.34\|52.50\|53.95\|46.68\|240514;2026-07-09\|53.53\|8.47\|50.90\|53.88\|49.90\|271290;2026-07-10\|51.20\|-4.35\|54.79\|59.75\|51.20\|328471;2026-07-13\|50.82\|-0.74\|49.20\|53.75\|49.20\|255223;2026-07-14\|49.59\|-2.42\|51.08\|52.00\|46.74\|249924;2026-07-15\|45.04\|-9.18\|51.65\|52.00\|45.01\|231112;2026-07-16\|42.61\|-5.40\|43.09\|45.80\|42.00\|203592;2026-07-17\|38.94\|-8.61\|41.84\|43.21\|38.40\|216404;2026-07-20\|33.68\|-13.51\|40.05\|40.85\|32.50\|346228;2026-07-21\|37.36\|10.93\|33.83\|37.47\|30.00\|395377;2026-07-22\|36.00\|-3.64\|38.00\|39.30\|35.60\|290007;2026-07-23\|35.27\|-2.03\|35.80\|36.80\|34.46\|182904;2026-07-24\|34.42\|-2.41\|34.00\|36.06\|33.99\|161424;2026-07-27\|35.53\|3.22\|34.37\|35.57\|32.71\|186478;2026-07-28\|28.43\|-19.98\|33.63\|34.00\|28.42\|651038;2026-07-29\|26.58\|-6.51\|27.39\|27.85\|24.63\|631327;2026-07-30\|24.49\|-7.86\|26.00\|26.40\|24.02\|416037;2026-07-31\|25.27\|3.19\|27.10\|27.40\|25.20\|440807;2026-08-03\|24.10\|-4.63\|24.53\|25.18\|24.06\|282524;2026-08-04\|26.06\|8.13\|24.45\|26.28\|24.19\|318745;2026-08-05\|29.14\|11.82\|26.40\|29.64\|26.10\|441127;2026-08-06\|31.00\|6.38\|28.55\|31.18\|28.29\|481133;2026-08-07\|32.00\|3.23\|31.29\|32.30\|30.51\|438243;2026-08-10\|31.65\|-1.09\|32.16\|32.67\|31.03\|307174;2026-08-11\|31.06\|-1.86\|31.45\|32.19\|30.60\|235708;2026-08-12\|31.68\|2.00\|31.26\|32.10\|31.06\|200478;2026-08-13\|30.85\|-2.62\|32.60\|32.95\|30.83\|310010;2026-08-14\|31.45\|1.94\|31.64\|31.94\|30.55\|196389;2026-08-17\|32.80\|4.29\|31.60\|33.17\|31.20\|280354;2026-08-18\|35.96\|9.63\|35.11\|37.90\|34.90\|653038;2026-08-19\|34.30\|-4.62\|34.76\|37.33\|34.02\|636079;2026-08-20\|31.50\|-8.16\|34.48\|34.95\|31.13\|505365;2026-08-21\|31.44\|-0.19\|31.43\|32.20\|30.80\|284125;2026-08-24\|31.61\|0.54\|31.70\|31.84\|30.40\|252111;2026-08-25\|30.92\|-2.18\|30.53\|31.45\|29.27\|273342;2026-08-26\|30.61\|-1.00\|31.19\|31.37\|30.28\|176105;2026-08-27\|32.00\|4.54\|30.82\|32.18\|30.14\|284486;2026-08-28\|30.67\|-4.16\|31.72\|32.28\|30.62\|250747;2026-08-31\|31.07\|1.30\|30.00\|31.23\|29.58\|214787;2026-09-01\|29.48\|-5.12\|31.00\|31.00\|29.38\|182133;2026-09-02\|28.93\|-1.87\|28.67\|29.24\|28.41\|136644;2026-09-03\|28.79\|-0.48\|29.40\|29.63\|28.31\|121353;2026-09-04\|27.36\|-4.97\|29.37\|29.38\|27.07\|202170;2026-09-07\|27.97\|2.23\|27.79\|28.23\|27.51\|162138;2026-09-08\|27.13\|-3.00\|28.04\|28.25\|27.02\|183609;2026-09-09\|26.90\|-0.85\|27.45\|28.08\|26.78\|159128;2026-09-10\|26.42\|-1.78\|26.60\|26.97\|26.42\|94797;2026-09-11\|25.90\|-1.97\|26.00\|26.27\|25.16\|143272
117504	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：受苹果寻求从长鑫采购内存芯片催化，国产芯片设备链情绪升温；涨停缘由：公司为半导体前道温控及废气处理设备核心供应商，已导入长江存储、中芯国际等头部晶圆厂，直接受益于国产存储扩产及设备自主替代加速；资金逻辑：主力资金连续多日净流入，6月29日板块领涨，单日涨13.82%，成交额放大至19.78亿元，融资余额升至3.9亿元，机构密集给予买入评级；风险提示：滚动市盈率207.77倍显著高于行业均值48.36倍，股价短期涨幅过大存在回调风险	公司主要从事半导体专用设备的研产销，主营产品包括半导体专用温控设备（Chiller）、半导体专用工艺废气处理设备（Local Scrubber）和晶圆传片设备（Sorter）	2026-05-08\|125.80\|0.80\|124.00\|127.27\|123.02\|52863;2026-05-11\|138.73\|10.28\|128.00\|144.21\|125.23\|117106;2026-05-12\|142.06\|2.40\|138.62\|143.67\|134.78\|81857;2026-05-13\|152.00\|7.00\|139.80\|159.95\|136.80\|86737;2026-05-14\|149.80\|-1.45\|150.00\|155.99\|145.05\|73669;2026-05-15\|158.94\|6.10\|149.71\|170.00\|148.05\|109028;2026-05-18\|158.83\|-0.07\|161.70\|174.00\|156.80\|112214;2026-05-19\|166.29\|4.70\|158.09\|170.00\|156.00\|91545;2026-05-20\|171.33\|3.03\|169.00\|175.69\|161.80\|91472;2026-05-21\|157.00\|-8.36\|172.00\|176.66\|154.00\|124209;2026-05-22\|153.80\|-2.04\|157.00\|159.00\|151.00\|83867;2026-05-25\|154.50\|0.46\|154.84\|164.30\|151.60\|95539;2026-05-26\|149.80\|-3.04\|154.00\|154.00\|145.50\|64984;2026-05-27\|144.92\|-3.26\|151.60\|152.00\|142.81\|67816;2026-05-28\|144.50\|-0.29\|143.97\|145.90\|141.36\|51412;2026-05-29\|135.53\|-6.21\|145.30\|145.90\|134.30\|68776;2026-06-01\|130.80\|-3.49\|135.87\|136.88\|129.87\|54594;2026-06-02\|130.75\|-0.04\|131.56\|133.80\|126.52\|56344;2026-06-03\|131.61\|0.66\|132.00\|134.82\|129.58\|60460;2026-06-04\|133.07\|1.11\|129.84\|135.52\|128.02\|59224;2026-06-05\|128.27\|-3.61\|130.30\|133.25\|127.50\|55419;2026-06-08\|123.40\|-3.80\|123.00\|129.57\|121.05\|44482;2026-06-09\|130.86\|6.05\|125.44\|132.97\|123.80\|48464;2026-06-10\|135.20\|3.32\|128.18\|136.75\|128.18\|80410;2026-06-11\|136.95\|1.29\|134.06\|138.80\|132.66\|68171;2026-06-12\|135.18\|-1.29\|144.00\|146.62\|134.18\|96909;2026-06-15\|143.00\|5.78\|136.47\|143.54\|132.52\|65009;2026-06-16\|150.01\|4.90\|146.96\|152.99\|141.54\|91480;2026-06-17\|157.68\|5.11\|149.00\|157.68\|144.07\|90793;2026-06-18\|154.30\|-2.14\|157.00\|158.98\|152.10\|88921;2026-06-22\|151.99\|-1.50\|154.42\|158.08\|146.21\|74348;2026-06-23\|151.90\|-0.06\|150.11\|156.97\|147.00\|70309;2026-06-24\|161.40\|6.25\|149.53\|162.77\|148.00\|89665;2026-06-25\|163.57\|1.34\|164.70\|167.91\|159.36\|85562;2026-06-26\|170.36\|4.15\|162.00\|176.00\|161.71\|84042;2026-06-29\|196.01\|15.06\|179.00\|197.77\|178.00\|118680;2026-06-30\|200.17\|2.12\|193.00\|206.88\|192.51\|98904;2026-07-01\|225.00\|12.40\|214.20\|240.20\|201.52\|170360;2026-07-02\|196.86\|-12.51\|200.90\|214.90\|192.58\|156655;2026-07-03\|193.49\|-1.71\|191.76\|198.56\|183.01\|95648;2026-07-06\|202.79\|4.81\|197.00\|208.03\|185.01\|139165;2026-07-07\|215.50\|6.27\|196.71\|218.61\|195.11\|110982;2026-07-08\|223.51\|3.72\|213.35\|233.56\|200.38\|135279;2026-07-09\|230.55\|3.15\|233.00\|235.00\|211.95\|129651;2026-07-10\|208.00\|-9.78\|225.00\|233.87\|205.21\|116084;2026-07-13\|190.90\|-8.22\|196.66\|212.00\|189.00\|85496;2026-07-14\|190.84\|-0.03\|190.61\|196.60\|180.10\|78356;2026-07-15\|177.00\|-7.25\|194.66\|197.87\|175.05\|75255;2026-07-16\|165.30\|-6.61\|170.00\|177.00\|163.29\|62710;2026-07-17\|153.39\|-7.21\|162.88\|167.81\|152.95\|74545;2026-07-20\|140.38\|-8.48\|158.00\|158.00\|137.03\|77413;2026-07-21\|163.00\|16.11\|143.03\|163.81\|129.49\|98699;2026-07-22\|155.18\|-4.80\|160.93\|166.66\|153.26\|76391;2026-07-23\|146.40\|-5.66\|157.05\|159.95\|145.00\|57156;2026-07-24\|150.64\|2.90\|144.00\|157.00\|142.01\|67032;2026-07-27\|153.39\|1.83\|152.89\|155.81\|143.00\|64547;2026-07-28\|142.79\|-6.91\|149.53\|156.72\|140.50\|55419;2026-07-29\|138.31\|-3.14\|142.00\|146.99\|129.57\|82884;2026-07-30\|124.55\|-9.87\|136.08\|138.70\|122.67\|68349;2026-07-31\|128.38\|3.08\|136.00\|138.20\|128.00\|76499;2026-08-03\|114.14\|-11.09\|127.66\|127.68\|113.85\|70648;2026-08-04\|128.45\|12.54\|115.85\|130.56\|114.02\|80466;2026-08-05\|139.50\|8.60\|128.00\|141.62\|127.00\|91026;2026-08-06\|140.29\|0.57\|134.37\|144.33\|131.73\|64665;2026-08-07\|149.71\|6.71\|140.30\|150.94\|139.00\|68338;2026-08-10\|160.70\|7.34\|155.00\|167.00\|150.06\|91501;2026-08-11\|152.62\|-5.03\|158.97\|161.85\|150.01\|64969;2026-08-12\|156.13\|2.30\|156.00\|161.58\|154.04\|51745;2026-08-13\|151.43\|-3.01\|161.20\|161.20\|150.50\|49872;2026-08-14\|152.95\|1.00\|153.61\|156.50\|148.58\|38625;2026-08-17\|162.80\|6.44\|152.91\|163.20\|150.50\|57472;2026-08-18\|162.63\|-0.10\|163.35\|166.00\|158.88\|52722;2026-08-19\|142.31\|-12.49\|158.68\|161.06\|140.00\|89990;2026-08-20\|145.04\|1.92\|144.82\|148.80\|142.00\|57053;2026-08-21\|143.48\|-1.08\|147.62\|149.00\|140.01\|51996;2026-08-24\|148.58\|3.55\|149.70\|153.88\|145.25\|71553;2026-08-25\|143.57\|-3.37\|146.00\|147.00\|137.81\|49010;2026-08-26\|148.05\|3.12\|144.00\|150.71\|141.00\|46876;2026-08-27\|154.91\|4.63\|151.01\|155.88\|146.56\|42700;2026-08-28\|149.51\|-3.49\|153.32\|155.47\|149.51\|30999;2026-08-31\|145.07\|-2.97\|144.00\|146.83\|138.25\|72640;2026-09-01\|138.00\|-4.87\|145.51\|145.79\|137.75\|52449;2026-09-02\|133.90\|-2.97\|133.38\|136.00\|131.20\|42420;2026-09-03\|132.96\|-0.70\|136.83\|136.83\|130.30\|29110;2026-09-04\|127.07\|-4.43\|134.99\|135.13\|126.01\|35045;2026-09-07\|132.72\|4.45\|128.96\|134.17\|128.20\|40167;2026-09-08\|130.70\|-1.52\|133.00\|134.48\|129.28\|31693;2026-09-09\|129.30\|-1.07\|133.31\|133.31\|128.57\|20934;2026-09-10\|129.00\|-0.23\|127.33\|131.20\|124.20\|29902;2026-09-11\|127.24\|-1.36\|129.00\|129.00\|121.80\|34218
117503	苹果寻求获准从长鑫存储购买内存芯片	半导体设备+碳化硅陶瓷零部件+订单景气行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月18日年报，公司为半导体及泛半导体工艺制程领域综合性解决方案提供商，Gas Box产品已成为国内头部供应商，获得新凯来、北方华创等企业批量采用；并收购辽宁汉京半导体，拓展至高纯石英及碳化硅陶瓷零部件领域。 2、据2026年4月21日机构调研，2026年第一季度公司新签订单12亿元，同比增长58.6%，其中半导体订单7.05亿元，同比增长93.6%，半导体业务复苏趋势加强。 3、据2026年4月18日发布的2026年一季报，公司2026年第一季度实现营业收入9.70亿元，同比增长43.35%，下游行业资本开支景气度回升带动收入规模显著增加。	公司完成收购汉京半导体62.23%股权，新增石英、碳化硅陶瓷等半导体设备核心零组件，产品矩阵延伸至高端耗材	2026-05-08\|33.34\|-0.15\|33.19\|34.10\|32.60\|75839;2026-05-11\|35.30\|5.88\|33.84\|36.05\|33.55\|159804;2026-05-12\|35.96\|1.87\|35.30\|36.60\|34.75\|165031;2026-05-13\|38.46\|6.95\|35.55\|38.65\|35.46\|213649;2026-05-14\|46.15\|19.99\|39.78\|46.15\|37.99\|462706;2026-05-15\|48.00\|4.01\|46.00\|49.78\|45.30\|483891;2026-05-18\|49.10\|2.29\|49.50\|52.45\|47.50\|403547;2026-05-19\|49.50\|0.81\|48.00\|50.43\|47.20\|300206;2026-05-20\|50.21\|1.43\|48.68\|51.97\|48.27\|316119;2026-05-21\|45.41\|-9.56\|50.75\|50.98\|45.38\|377327;2026-05-22\|46.74\|2.93\|46.10\|46.78\|45.00\|246881;2026-05-25\|46.30\|-0.94\|47.04\|47.18\|44.56\|212309;2026-05-26\|43.30\|-6.48\|45.90\|45.90\|42.30\|206316;2026-05-27\|41.24\|-4.54\|43.20\|43.60\|40.86\|147464;2026-05-28\|43.89\|6.43\|41.00\|44.67\|40.50\|200306;2026-05-29\|40.56\|-7.59\|43.86\|44.35\|40.14\|155190;2026-06-01\|38.10\|-6.07\|40.73\|41.02\|37.96\|134244;2026-06-02\|38.47\|0.97\|38.60\|39.36\|37.61\|128023;2026-06-03\|38.11\|-0.94\|38.65\|39.50\|37.32\|138069;2026-06-04\|39.84\|4.54\|37.65\|40.81\|37.38\|167839;2026-06-05\|40.90\|2.66\|39.05\|42.63\|37.84\|257764;2026-06-08\|37.94\|-7.24\|38.88\|40.49\|37.51\|163174;2026-06-09\|45.53\|20.01\|39.03\|45.53\|38.55\|286436;2026-06-10\|45.93\|0.88\|45.00\|47.36\|44.20\|346178;2026-06-11\|47.42\|3.24\|45.93\|48.86\|45.50\|296763;2026-06-12\|46.22\|-2.53\|48.30\|52.06\|45.17\|387504;2026-06-15\|45.11\|-2.40\|45.00\|47.14\|43.72\|251710;2026-06-16\|44.75\|-0.80\|46.96\|47.80\|44.42\|216311;2026-06-17\|46.80\|4.58\|43.96\|47.80\|43.00\|267514;2026-06-18\|46.10\|-1.50\|46.01\|47.60\|45.44\|187799;2026-06-22\|45.13\|-2.10\|46.50\|47.55\|43.88\|205590;2026-06-23\|45.26\|0.29\|44.68\|47.70\|43.38\|194456;2026-06-24\|47.61\|5.19\|44.99\|47.76\|43.50\|212972;2026-06-25\|46.85\|-1.60\|49.33\|49.96\|45.60\|278591;2026-06-26\|56.22\|20.00\|46.00\|56.22\|45.50\|443106;2026-06-29\|65.95\|17.31\|59.04\|67.46\|55.00\|666506;2026-06-30\|79.06\|19.88\|70.61\|79.14\|70.61\|616474;2026-07-01\|83.66\|5.82\|81.30\|88.66\|80.01\|565126;2026-07-02\|79.97\|-4.41\|77.70\|84.00\|75.11\|383842;2026-07-03\|77.41\|-3.20\|78.11\|79.95\|70.01\|376683;2026-07-06\|71.00\|-8.28\|79.36\|79.95\|70.00\|305978;2026-07-07\|78.50\|10.56\|71.00\|83.00\|68.85\|405303;2026-07-08\|75.68\|-3.59\|80.90\|83.05\|71.60\|316999;2026-07-09\|80.33\|6.14\|74.36\|80.67\|71.11\|385318;2026-07-10\|68.03\|-15.31\|80.67\|81.00\|68.03\|423030;2026-07-13\|63.98\|-5.95\|64.20\|71.09\|63.37\|309456;2026-07-14\|63.12\|-1.34\|64.66\|67.84\|61.66\|253334;2026-07-15\|60.63\|-3.94\|65.00\|67.00\|59.10\|228200;2026-07-16\|56.30\|-7.14\|56.73\|60.68\|55.88\|222336;2026-07-17\|48.18\|-14.42\|55.18\|55.99\|47.85\|331451;2026-07-20\|41.84\|-13.16\|50.00\|51.20\|40.11\|338677;2026-07-21\|50.21\|20.00\|43.14\|50.21\|39.00\|439233;2026-07-22\|47.41\|-5.58\|49.19\|51.16\|46.80\|361381;2026-07-23\|44.91\|-5.27\|47.84\|48.35\|44.30\|211828;2026-07-24\|48.38\|7.73\|44.07\|49.97\|43.70\|398770;2026-07-27\|54.55\|12.75\|48.46\|54.79\|46.33\|446330;2026-07-28\|49.17\|-9.86\|50.80\|53.50\|48.95\|312899;2026-07-29\|54.71\|11.27\|49.45\|55.18\|47.77\|450173;2026-07-30\|48.84\|-10.73\|53.74\|53.88\|48.66\|385029;2026-07-31\|49.71\|1.78\|54.00\|56.46\|49.20\|451714;2026-08-03\|43.50\|-12.49\|48.42\|49.01\|40.85\|464107;2026-08-04\|47.85\|10.00\|43.22\|49.39\|41.80\|423280;2026-08-05\|57.42\|20.00\|47.46\|57.42\|47.45\|445524;2026-08-06\|61.00\|6.23\|57.30\|62.59\|57.12\|465064;2026-08-07\|65.98\|8.16\|60.05\|68.00\|60.00\|434257;2026-08-10\|70.50\|6.85\|66.97\|70.50\|66.60\|415324;2026-08-11\|69.98\|-0.74\|69.25\|74.66\|69.25\|338192;2026-08-12\|75.35\|7.67\|71.16\|76.66\|71.16\|295923;2026-08-13\|71.86\|-4.63\|76.55\|77.12\|71.00\|262826;2026-08-14\|72.38\|0.72\|72.47\|75.13\|70.73\|187782;2026-08-17\|72.22\|-0.22\|70.84\|73.62\|70.00\|249569;2026-08-18\|70.95\|-1.76\|72.44\|74.10\|68.20\|291540;2026-08-19\|65.18\|-8.13\|68.26\|70.74\|64.00\|275007;2026-08-20\|66.20\|1.56\|65.71\|68.30\|64.14\|221634;2026-08-21\|66.30\|0.15\|67.33\|69.37\|65.67\|206571;2026-08-24\|71.15\|7.32\|67.00\|71.75\|64.50\|350497;2026-08-25\|70.60\|-0.77\|69.19\|72.10\|64.30\|310197;2026-08-26\|72.80\|3.12\|70.00\|73.90\|68.21\|275190;2026-08-27\|72.40\|-0.55\|71.49\|74.30\|68.30\|315987;2026-08-28\|67.40\|-6.91\|71.00\|74.68\|67.00\|230551;2026-08-31\|67.40\|0.00\|64.90\|68.90\|63.43\|223785;2026-09-01\|66.60\|-1.19\|71.10\|72.50\|63.91\|319276;2026-09-02\|65.75\|-1.28\|65.27\|69.86\|64.18\|219247;2026-09-03\|65.00\|-1.14\|66.33\|66.80\|62.70\|195932;2026-09-04\|60.40\|-7.08\|66.10\|66.35\|59.00\|211478;2026-09-07\|65.72\|8.81\|61.25\|67.20\|60.74\|241759;2026-09-08\|63.50\|-3.38\|66.68\|66.78\|63.26\|146815;2026-09-09\|61.88\|-2.55\|64.01\|65.84\|61.10\|118424;2026-09-10\|61.50\|-0.61\|61.54\|63.50\|60.39\|112648;2026-09-11\|58.05\|-5.61\|60.80\|60.80\|55.62\|180506
117502	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：宇树科技成为A股‘人形机器人第一股’，强化市场对国产机器人龙头价值重估预期；涨停缘由：国内机器人产业规模最大、产品线最全企业，覆盖工业、服务、特种机器人全场景，直接受益于具身智能产业化提速；资金逻辑：公募与量化资金同步加仓核心标的，ETF调仓与主题基金建仓形成合力；风险提示：传统工业机器人业务承压，人形机器人贡献尚处早期，短期盈利支撑有限	公司表示半导体装备业务是公司重点发展的核心业务板块之一，产品包括大气机械手、真空机械手等系列产品、EFEM、真空传输平台，主要应用于刻蚀、薄膜、离子注入等工艺环节及领域	2026-05-08\|15.75\|2.14\|15.30\|16.05\|15.24\|498421;2026-05-11\|15.55\|-1.27\|15.75\|15.80\|15.48\|342143;2026-05-12\|15.35\|-1.29\|15.52\|15.63\|15.28\|262569;2026-05-13\|15.40\|0.33\|15.28\|15.44\|15.15\|255352;2026-05-14\|14.94\|-2.99\|15.45\|15.48\|14.93\|288783;2026-05-15\|16.09\|7.70\|14.92\|16.64\|14.91\|1133654;2026-05-18\|16.19\|0.62\|16.00\|16.38\|15.75\|691160;2026-05-19\|16.68\|3.03\|16.10\|16.86\|16.02\|756275;2026-05-20\|16.02\|-3.96\|16.46\|16.46\|15.91\|531352;2026-05-21\|16.40\|2.37\|16.02\|16.76\|16.00\|838578;2026-05-22\|16.27\|-0.79\|16.24\|16.54\|15.92\|515377;2026-05-25\|16.89\|3.81\|16.09\|17.06\|16.07\|782912;2026-05-26\|17.04\|0.89\|16.73\|17.50\|16.42\|962095;2026-05-27\|16.47\|-3.35\|16.60\|16.85\|16.29\|615833;2026-05-28\|15.88\|-3.58\|16.30\|16.30\|15.50\|542896;2026-05-29\|14.79\|-6.86\|15.71\|15.97\|14.78\|548964;2026-06-01\|14.92\|0.88\|14.65\|15.08\|14.60\|302643;2026-06-02\|15.20\|1.88\|14.93\|15.38\|14.93\|356953;2026-06-03\|14.81\|-2.57\|15.05\|15.28\|14.71\|378339;2026-06-04\|15.06\|1.69\|14.65\|15.25\|14.60\|344748;2026-06-05\|15.57\|3.39\|14.91\|16.15\|14.24\|730532;2026-06-08\|15.90\|2.12\|15.12\|16.10\|15.03\|742021;2026-06-09\|15.90\|0.00\|15.85\|16.10\|15.61\|486973;2026-06-10\|16.14\|1.51\|15.77\|16.68\|15.03\|744098;2026-06-11\|14.95\|-7.37\|15.60\|15.69\|14.92\|575369;2026-06-12\|15.00\|0.33\|15.15\|15.40\|14.83\|400296;2026-06-15\|16.96\|13.07\|15.00\|17.00\|14.81\|1191502;2026-06-16\|17.96\|5.90\|17.00\|18.20\|16.67\|1879683;2026-06-17\|17.17\|-4.40\|17.50\|17.55\|17.00\|932766;2026-06-18\|17.85\|3.96\|17.60\|18.11\|17.36\|1140033;2026-06-22\|17.17\|-3.81\|17.99\|17.99\|16.84\|837693;2026-06-23\|16.79\|-2.21\|16.97\|17.41\|16.58\|610900;2026-06-24\|16.23\|-3.34\|16.66\|16.87\|16.02\|591710;2026-06-25\|15.86\|-2.28\|16.14\|16.49\|15.56\|602425;2026-06-26\|15.22\|-4.04\|15.73\|16.50\|15.20\|759383;2026-06-29\|18.10\|18.92\|15.34\|18.26\|15.29\|1579405;2026-06-30\|19.33\|6.80\|18.52\|19.75\|18.52\|2096612;2026-07-01\|18.70\|-3.26\|18.80\|19.69\|18.60\|1281525;2026-07-02\|17.79\|-4.87\|18.41\|18.90\|17.72\|976844;2026-07-03\|18.31\|2.92\|17.96\|19.19\|17.60\|1616102;2026-07-06\|17.03\|-6.99\|18.33\|18.35\|16.95\|1098451;2026-07-07\|16.56\|-2.76\|17.02\|17.86\|16.44\|847020;2026-07-08\|15.92\|-3.86\|16.83\|16.85\|15.77\|668113;2026-07-09\|16.66\|4.65\|15.82\|16.70\|15.80\|833638;2026-07-10\|16.33\|-1.98\|16.68\|17.10\|16.33\|884370;2026-07-13\|15.10\|-7.53\|16.21\|16.30\|15.00\|774268;2026-07-14\|15.21\|0.73\|15.00\|15.22\|14.45\|575981;2026-07-15\|15.06\|-0.99\|15.09\|15.27\|14.60\|447399;2026-07-16\|15.30\|1.59\|15.00\|15.59\|14.90\|562429;2026-07-17\|15.17\|-0.85\|15.15\|15.55\|14.60\|586966;2026-07-20\|15.38\|1.38\|15.13\|15.38\|14.82\|503423;2026-07-21\|15.86\|3.12\|15.23\|15.93\|15.18\|663067;2026-07-22\|15.20\|-4.16\|15.65\|15.65\|15.18\|504003;2026-07-23\|15.26\|0.39\|15.04\|15.26\|14.75\|351136;2026-07-24\|14.60\|-4.33\|14.96\|15.05\|14.60\|334794;2026-07-27\|14.90\|2.05\|14.50\|14.95\|14.47\|267775;2026-07-28\|14.85\|-0.34\|14.65\|14.92\|14.61\|247103;2026-07-29\|15.15\|2.02\|14.85\|15.35\|14.80\|370588;2026-07-30\|14.99\|-1.06\|14.93\|15.21\|14.91\|339716;2026-07-31\|15.37\|2.54\|15.33\|15.65\|15.31\|510618;2026-08-03\|15.60\|1.50\|15.33\|15.80\|15.32\|371876;2026-08-04\|15.77\|1.09\|15.59\|15.89\|15.44\|388619;2026-08-05\|16.08\|1.97\|15.70\|16.19\|15.57\|652545;2026-08-06\|15.67\|-2.55\|15.80\|15.98\|15.56\|421304;2026-08-07\|15.79\|0.77\|15.64\|15.97\|15.64\|411588;2026-08-10\|15.78\|-0.06\|15.95\|15.95\|15.49\|318229;2026-08-11\|16.00\|1.39\|15.62\|16.26\|15.44\|551519;2026-08-12\|15.84\|-1.00\|15.85\|15.93\|15.74\|316330;2026-08-13\|15.46\|-2.40\|15.90\|15.97\|15.45\|366345;2026-08-14\|15.42\|-0.26\|15.45\|15.54\|15.21\|257423;2026-08-17\|15.65\|1.49\|15.38\|15.69\|15.28\|293774;2026-08-18\|16.66\|6.45\|15.69\|16.91\|15.52\|1014144;2026-08-19\|15.25\|-8.46\|16.20\|16.21\|15.12\|673829;2026-08-20\|14.94\|-2.03\|15.24\|15.36\|14.81\|358946;2026-08-21\|14.88\|-0.40\|14.82\|15.05\|14.70\|235012;2026-08-24\|14.26\|-4.17\|14.69\|14.69\|14.17\|343097;2026-08-25\|14.45\|1.33\|14.15\|14.56\|14.14\|207442;2026-08-26\|14.46\|0.07\|14.40\|14.55\|14.34\|178514;2026-08-27\|14.60\|0.97\|14.41\|14.64\|14.40\|204570;2026-08-28\|14.42\|-1.23\|14.59\|14.63\|14.38\|228228;2026-08-31\|14.50\|0.55\|14.33\|14.52\|14.21\|186045;2026-09-01\|14.55\|0.34\|14.43\|14.64\|14.42\|187954;2026-09-02\|14.27\|-1.92\|14.44\|14.49\|14.23\|174137;2026-09-03\|14.36\|0.63\|14.31\|14.48\|14.26\|150844;2026-09-04\|14.28\|-0.56\|14.38\|14.53\|14.23\|202599;2026-09-07\|14.37\|0.63\|14.29\|14.48\|14.25\|175869;2026-09-08\|14.33\|-0.28\|14.37\|14.40\|14.23\|154976;2026-09-09\|14.34\|0.07\|14.30\|14.45\|14.23\|162280;2026-09-10\|13.98\|-2.51\|14.28\|14.30\|13.98\|217535;2026-09-11\|13.15\|-5.94\|13.92\|13.94\|13.15\|386864
117501	苹果寻求获准从长鑫存储购买内存芯片	半导体靶材+股东户数下降+一季报扭亏行业原因：英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月11日互动易，公司产品可应用于共封装光学、光通讯领域及玻璃基板。 2、据2026年6月11日互动易，公司截止2026年5月29日股东户数为28384户，较上期减少9298户，环比下降24.67%。 3、据2025年年度报告，公司多款金属及合金靶材已导入国内外头部晶圆制造及存储芯片客户并获得正式订单，产品覆盖逻辑芯片、存储芯片等四大关键领域。 4、据2026年4月28日公告，公司2026年一季度实现归母净利润1752.77万元，同比扭亏为盈。	公司掌握PVD镀膜材料关键技术，产品覆盖溅射靶材、蒸镀材料，可广泛用于半导体、光伏、光学光通信等领域，钙钛矿光伏电池空穴传输层用氧化镍靶材开发处于小批量测试阶段	2026-05-08\|48.53\|-3.06\|48.95\|51.40\|48.09\|245802;2026-05-11\|48.91\|0.78\|48.05\|50.66\|47.15\|226949;2026-05-12\|48.01\|-1.84\|48.43\|48.89\|47.08\|164949;2026-05-13\|50.76\|5.73\|46.50\|51.30\|46.01\|195565;2026-05-14\|50.20\|-1.10\|50.50\|52.66\|49.57\|191501;2026-05-15\|50.62\|0.84\|50.01\|52.33\|49.70\|181288;2026-05-18\|50.05\|-1.13\|49.40\|51.38\|48.61\|131210;2026-05-19\|53.02\|5.93\|49.82\|53.90\|49.53\|204475;2026-05-20\|54.03\|1.90\|52.07\|55.34\|51.60\|225414;2026-05-21\|49.98\|-7.50\|53.38\|55.99\|49.83\|247116;2026-05-22\|51.21\|2.46\|50.32\|51.78\|50.00\|165846;2026-05-25\|50.48\|-1.43\|50.78\|51.90\|49.35\|148223;2026-05-26\|49.29\|-2.36\|50.00\|51.30\|48.01\|120446;2026-05-27\|47.87\|-2.88\|49.31\|50.74\|47.50\|105130;2026-05-28\|54.01\|12.83\|47.49\|55.00\|47.36\|214631;2026-05-29\|48.90\|-9.46\|54.09\|54.72\|48.00\|177706;2026-06-01\|48.18\|-1.47\|48.99\|51.45\|48.01\|120849;2026-06-02\|51.31\|6.50\|47.33\|52.91\|47.20\|159725;2026-06-03\|51.13\|-0.35\|51.27\|53.16\|50.05\|156964;2026-06-04\|52.74\|3.15\|50.31\|53.15\|49.60\|160319;2026-06-05\|51.52\|-2.31\|51.85\|53.65\|50.11\|159542;2026-06-08\|48.81\|-5.26\|47.00\|51.37\|46.50\|127932;2026-06-09\|53.00\|8.58\|49.32\|53.00\|48.98\|160842;2026-06-10\|56.57\|6.74\|53.26\|58.00\|52.68\|290459;2026-06-11\|67.88\|19.99\|55.60\|67.88\|55.60\|352571;2026-06-12\|71.85\|5.85\|72.42\|78.50\|68.99\|441865;2026-06-15\|76.10\|5.92\|72.39\|79.00\|67.01\|416492;2026-06-16\|80.70\|6.04\|72.00\|84.13\|70.50\|390117;2026-06-17\|76.87\|-4.75\|75.75\|80.50\|75.01\|296788;2026-06-18\|75.01\|-2.42\|74.00\|78.96\|72.12\|260447;2026-06-22\|75.91\|1.20\|76.57\|78.76\|72.11\|289624;2026-06-23\|71.49\|-5.82\|73.00\|75.53\|70.19\|200300;2026-06-24\|72.74\|1.75\|70.00\|73.64\|67.31\|238123;2026-06-25\|78.10\|7.37\|72.98\|78.47\|69.58\|316177;2026-06-26\|77.17\|-1.19\|75.33\|83.66\|74.61\|305033;2026-06-29\|91.88\|19.06\|76.80\|91.91\|74.95\|342194;2026-06-30\|86.35\|-6.02\|85.38\|91.07\|79.06\|309727;2026-07-01\|88.46\|2.44\|86.20\|93.90\|84.00\|282706;2026-07-02\|77.13\|-12.81\|80.00\|82.98\|72.72\|218798;2026-07-03\|72.37\|-6.17\|77.55\|78.20\|71.21\|199921;2026-07-06\|69.43\|-4.06\|73.52\|74.10\|66.40\|190638;2026-07-07\|69.03\|-0.58\|68.01\|71.24\|67.20\|145822;2026-07-08\|68.10\|-1.35\|69.00\|70.47\|63.00\|172773;2026-07-09\|73.15\|7.42\|69.51\|73.88\|66.80\|216683;2026-07-10\|65.08\|-11.03\|73.98\|75.66\|65.00\|227624;2026-07-13\|62.18\|-4.46\|64.67\|66.60\|61.80\|150036;2026-07-14\|65.25\|4.94\|63.42\|65.28\|59.00\|155353;2026-07-15\|59.18\|-9.30\|66.36\|66.50\|58.71\|142554;2026-07-16\|55.36\|-6.45\|56.41\|59.37\|55.00\|134351;2026-07-17\|50.23\|-9.27\|54.53\|55.73\|50.03\|118051;2026-07-20\|44.13\|-12.14\|52.01\|52.50\|42.60\|150920;2026-07-21\|50.70\|14.89\|45.91\|50.91\|39.51\|202374;2026-07-22\|49.69\|-1.99\|50.04\|52.08\|49.18\|171016;2026-07-23\|48.88\|-1.63\|50.07\|50.70\|48.32\|99309;2026-07-24\|47.80\|-2.21\|48.36\|49.65\|47.52\|87225;2026-07-27\|49.60\|3.77\|48.00\|49.86\|46.00\|96876;2026-07-28\|47.45\|-4.33\|48.41\|51.00\|46.92\|126085;2026-07-29\|45.92\|-3.22\|47.80\|47.99\|43.40\|129867;2026-07-30\|42.10\|-8.32\|45.38\|46.23\|42.03\|106534;2026-07-31\|43.80\|4.04\|45.98\|47.40\|43.73\|125333;2026-08-03\|42.17\|-3.72\|43.97\|44.30\|41.70\|92212;2026-08-04\|45.21\|7.21\|42.39\|45.64\|41.79\|103124;2026-08-05\|48.71\|7.74\|45.21\|49.38\|45.16\|128158;2026-08-06\|51.09\|4.89\|48.00\|51.50\|47.40\|155072;2026-08-07\|53.60\|4.91\|50.69\|54.06\|50.05\|166901;2026-08-10\|54.16\|1.04\|53.98\|55.00\|52.54\|132229;2026-08-11\|53.03\|-2.09\|53.35\|54.73\|52.40\|95893;2026-08-12\|54.41\|2.60\|53.49\|55.60\|53.04\|115536;2026-08-13\|52.57\|-3.38\|55.09\|55.46\|52.57\|109586;2026-08-14\|53.94\|2.61\|53.77\|53.99\|52.50\|71951;2026-08-17\|57.37\|6.36\|54.05\|57.78\|53.80\|125367;2026-08-18\|57.02\|-0.61\|58.05\|58.53\|55.96\|97929;2026-08-19\|52.71\|-7.56\|55.00\|56.20\|52.38\|96160;2026-08-20\|52.28\|-0.82\|53.72\|53.86\|51.70\|66757;2026-08-21\|52.42\|0.27\|52.19\|53.52\|51.00\|57117;2026-08-24\|53.29\|1.66\|53.43\|54.16\|51.74\|109105;2026-08-25\|51.90\|-2.61\|51.30\|52.80\|49.36\|95344;2026-08-26\|50.59\|-2.52\|51.93\|52.25\|49.55\|80988;2026-08-27\|52.72\|4.21\|50.40\|53.37\|49.90\|93654;2026-08-28\|51.23\|-2.83\|52.96\|53.60\|51.19\|71132;2026-08-31\|51.96\|1.42\|49.89\|52.24\|49.54\|64128;2026-09-01\|49.64\|-4.46\|51.91\|52.15\|49.18\|67909;2026-09-02\|48.84\|-1.61\|49.00\|49.31\|48.21\|45990;2026-09-03\|48.66\|-0.37\|49.38\|49.43\|48.00\|46331;2026-09-04\|46.92\|-3.58\|49.23\|50.10\|46.40\|58607;2026-09-07\|48.60\|3.58\|47.86\|49.26\|47.05\|63855;2026-09-08\|47.60\|-2.06\|48.59\|49.13\|47.33\|50873;2026-09-09\|47.31\|-0.61\|48.01\|49.10\|46.96\|45762;2026-09-10\|46.88\|-0.91\|47.00\|47.95\|46.66\|39185;2026-09-11\|46.23\|-1.39\|46.00\|46.56\|44.20\|47378
117500	苹果寻求获准从长鑫存储购买内存芯片	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-05-08\|83.56\|-0.16\|82.48\|84.87\|80.86\|76439;2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|164828;2026-07-13\|154.31\|-10.81\|166.53\|177.21\|152.44\|147629;2026-07-14\|154.50\|0.12\|155.52\|158.82\|145.50\|99517;2026-07-15\|144.88\|-6.23\|157.74\|161.98\|142.42\|85328;2026-07-16\|127.75\|-11.82\|143.56\|148.79\|125.30\|130442;2026-07-17\|114.26\|-10.56\|127.47\|130.00\|113.48\|109479;2026-07-20\|108.80\|-4.78\|119.48\|123.00\|106.13\|155569;2026-07-21\|123.30\|13.33\|112.50\|124.32\|94.78\|211892;2026-07-22\|115.20\|-6.57\|120.90\|124.99\|113.48\|148480;2026-07-23\|107.29\|-6.87\|118.44\|118.58\|105.96\|109482;2026-07-24\|104.30\|-2.79\|104.50\|109.33\|102.65\|104777;2026-07-27\|109.30\|4.79\|105.00\|110.60\|100.03\|105637;2026-07-28\|102.61\|-6.12\|106.29\|113.55\|101.61\|105375;2026-07-29\|100.28\|-2.27\|102.23\|104.38\|95.08\|120535;2026-07-30\|89.81\|-10.44\|99.98\|102.99\|89.66\|111011;2026-07-31\|93.43\|4.03\|101.55\|105.59\|93.15\|122623;2026-08-03\|84.32\|-9.75\|93.10\|93.19\|83.18\|116866;2026-08-04\|91.05\|7.98\|84.89\|92.20\|83.16\|129832;2026-08-05\|105.25\|15.60\|90.80\|106.36\|90.05\|159563;2026-08-06\|109.60\|4.13\|102.76\|112.37\|101.78\|149100;2026-08-07\|116.15\|5.98\|110.62\|116.90\|107.17\|158440;2026-08-10\|119.22\|2.64\|116.80\|120.18\|113.84\|143595;2026-08-11\|114.14\|-4.26\|117.00\|119.98\|111.67\|119408;2026-08-12\|117.56\|3.00\|115.50\|120.88\|114.00\|101734;2026-08-13\|113.21\|-3.70\|119.99\|122.55\|112.99\|109874;2026-08-14\|119.12\|5.22\|116.00\|119.99\|114.00\|107436;2026-08-17\|123.94\|4.05\|119.00\|124.73\|118.27\|126659;2026-08-18\|134.20\|8.28\|125.00\|135.57\|123.01\|158980;2026-08-19\|116.50\|-13.19\|125.02\|126.90\|113.71\|142183;2026-08-20\|113.00\|-3.00\|118.00\|119.66\|110.36\|119168;2026-08-21\|113.19\|0.17\|113.52\|114.94\|109.80\|73201;2026-08-24\|110.85\|-2.07\|112.39\|113.39\|106.52\|89131;2026-08-25\|107.71\|-2.83\|106.66\|109.60\|103.00\|71511;2026-08-26\|107.19\|-0.48\|108.20\|109.76\|105.30\|56677;2026-08-27\|108.65\|1.36\|101.66\|108.65\|101.07\|150560;2026-08-28\|104.00\|-4.28\|107.10\|109.10\|103.66\|100796;2026-08-31\|103.35\|-0.62\|101.66\|103.97\|98.70\|86197;2026-09-01\|98.49\|-4.70\|103.78\|104.55\|98.34\|70403;2026-09-02\|95.50\|-3.04\|96.00\|97.10\|94.26\|58286;2026-09-03\|98.10\|2.72\|97.28\|100.00\|95.85\|68549;2026-09-04\|93.18\|-5.02\|100.00\|100.78\|92.00\|72423;2026-09-07\|97.31\|4.43\|95.18\|98.79\|93.50\|68993;2026-09-08\|95.12\|-2.25\|98.19\|98.40\|94.56\|53160;2026-09-09\|93.60\|-1.60\|97.01\|97.01\|93.01\|45538;2026-09-10\|93.00\|-0.64\|92.78\|95.10\|91.19\|40060;2026-09-11\|90.04\|-3.18\|90.90\|91.79\|86.33\|57459
117499	苹果寻求获准从长鑫存储购买内存芯片	半导体装备订单饱满+CMP设备+定增扩产+四川国资行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据方正证券2026年6月24日研报，截至26年5月底，公司半导体装备在手订单金额达74.81亿元，较上年末增长30.02%，其中CMP设备在手订单307台，现有设备产能不足以保障在手订单及新增订单的交付能力。 2、据2026年6月23日公告，公司拟向特定对象发行A股股票，募资用于上海集成电路装备研发制造基地、晶圆再生扩产及高端半导体装备研发项目，以提升产业化能力，完善产品组合。 3、据2025年年度报告，公司CMP装备、减薄装备、划切装备、边缘抛光装备在先进封装与HBM产线实现批量交付，全球独创的减薄抛光一体机累计出货超20台，并获得多家头部企业重复订单。 4、据2025年年度报告，公司最终控制人为四川省政府国有资产监督管理委员会，属于国有企业。	公司是一家拥有核心自主知识产权的高端半导体设备制造商，主要从事半导体专用设备的研产销及技术服务，主要产品为化学机械抛光（CMP）设备	2026-05-08\|195.94\|-2.34\|198.00\|199.19\|191.98\|59384;2026-05-11\|206.89\|5.59\|199.03\|211.00\|197.97\|81598;2026-05-12\|235.14\|13.65\|206.30\|238.00\|203.13\|153924;2026-05-13\|250.71\|6.62\|225.00\|256.60\|223.89\|156971;2026-05-14\|250.50\|-0.08\|250.92\|257.38\|240.17\|97689;2026-05-15\|267.51\|6.79\|253.00\|288.68\|248.69\|158981;2026-05-18\|273.00\|2.05\|272.85\|286.68\|267.00\|154097;2026-05-19\|277.60\|1.69\|272.15\|282.10\|263.00\|117517;2026-05-20\|298.00\|7.35\|281.00\|301.69\|281.00\|125127;2026-05-21\|280.00\|-6.04\|302.20\|312.99\|280.00\|160189;2026-05-22\|276.28\|-1.33\|283.89\|289.96\|268.00\|131273;2026-05-25\|295.00\|6.78\|274.92\|304.68\|265.00\|140741;2026-05-26\|294.82\|-0.06\|293.48\|301.44\|283.33\|135112;2026-05-27\|281.98\|-4.36\|291.20\|302.91\|281.08\|115311;2026-05-28\|274.50\|-2.65\|280.66\|282.86\|270.07\|129421;2026-05-29\|261.29\|-4.81\|275.00\|279.50\|256.88\|130101;2026-06-01\|244.70\|-6.35\|261.00\|261.00\|242.80\|115375;2026-06-02\|244.76\|0.02\|245.00\|249.98\|238.18\|84140;2026-06-03\|247.86\|1.27\|245.50\|256.56\|241.66\|100927;2026-06-04\|255.08\|2.91\|243.65\|258.52\|243.00\|85163;2026-06-05\|248.00\|-2.78\|251.00\|257.96\|245.00\|81615;2026-06-08\|240.31\|-3.10\|235.01\|248.88\|233.56\|76068;2026-06-09\|255.20\|6.20\|246.00\|255.90\|243.19\|83786;2026-06-10\|182.22\|0.04\|180.00\|189.48\|178.56\|142860;2026-06-11\|186.74\|2.48\|180.31\|192.80\|180.00\|142716;2026-06-12\|184.00\|-1.47\|193.68\|198.89\|183.20\|192783;2026-06-15\|199.33\|8.33\|186.00\|200.68\|183.00\|174678;2026-06-16\|201.18\|0.93\|200.00\|205.50\|193.88\|149657;2026-06-17\|222.31\|10.50\|196.00\|222.88\|196.00\|198987;2026-06-18\|226.86\|2.05\|225.06\|232.33\|220.45\|160506;2026-06-22\|235.10\|3.63\|230.50\|237.50\|223.35\|166799;2026-06-23\|231.01\|-1.74\|231.82\|240.79\|225.01\|126279;2026-06-24\|242.49\|4.97\|230.52\|246.00\|228.00\|133069;2026-06-25\|252.50\|4.13\|248.00\|257.96\|244.26\|133027;2026-06-26\|263.60\|4.40\|250.00\|265.99\|246.20\|136011;2026-06-29\|316.32\|20.00\|264.93\|316.32\|264.20\|183249;2026-06-30\|322.18\|1.85\|330.00\|332.55\|303.01\|207387;2026-07-01\|330.00\|2.43\|322.19\|356.64\|320.00\|190061;2026-07-02\|281.00\|-14.85\|307.86\|312.93\|275.98\|244152;2026-07-03\|267.50\|-4.80\|272.57\|279.66\|259.00\|225369;2026-07-06\|269.00\|0.56\|272.00\|277.74\|256.00\|173069;2026-07-07\|276.00\|2.60\|262.05\|284.84\|259.46\|167958;2026-07-08\|295.00\|6.88\|276.00\|298.00\|262.50\|187455;2026-07-09\|344.00\|16.61\|300.00\|348.00\|292.51\|191651;2026-07-10\|324.60\|-5.64\|342.92\|374.85\|324.00\|225057;2026-07-13\|325.51\|0.28\|314.05\|338.75\|314.05\|195611;2026-07-14\|309.00\|-5.07\|315.00\|331.97\|285.11\|253766;2026-07-15\|289.98\|-6.16\|313.00\|316.60\|282.83\|177745;2026-07-16\|258.43\|-10.88\|282.49\|287.99\|257.00\|161425;2026-07-17\|241.67\|-6.49\|258.43\|265.50\|240.88\|197791;2026-07-20\|227.97\|-5.67\|247.00\|252.99\|221.02\|190285;2026-07-21\|273.56\|20.00\|235.00\|273.56\|216.00\|223653;2026-07-22\|273.00\|-0.20\|265.00\|284.11\|260.01\|215947;2026-07-23\|258.55\|-5.29\|275.13\|279.87\|255.01\|151526;2026-07-24\|263.90\|2.07\|253.77\|277.25\|250.00\|155144;2026-07-27\|271.50\|2.88\|261.28\|278.88\|252.50\|149470;2026-07-28\|258.00\|-4.97\|269.36\|273.00\|256.01\|145656;2026-07-29\|268.70\|4.15\|258.12\|268.76\|236.46\|192805;2026-07-30\|268.28\|-0.16\|262.00\|283.99\|247.06\|203702;2026-07-31\|256.98\|-4.21\|300.00\|300.68\|255.11\|227906;2026-08-03\|226.99\|-11.67\|248.00\|249.60\|222.20\|204307;2026-08-04\|228.11\|0.49\|227.36\|236.16\|222.50\|170245;2026-08-05\|243.00\|6.53\|225.00\|247.00\|223.50\|203469;2026-08-06\|244.60\|0.66\|235.00\|250.00\|230.20\|154731;2026-08-07\|259.30\|6.01\|244.57\|261.50\|240.80\|148798;2026-08-10\|263.53\|1.63\|259.30\|272.85\|255.00\|125574;2026-08-11\|268.33\|1.82\|258.31\|278.50\|258.23\|161337;2026-08-12\|273.33\|1.86\|269.91\|273.60\|265.38\|110882;2026-08-13\|262.99\|-3.78\|276.01\|279.00\|262.00\|108084;2026-08-14\|263.42\|0.16\|266.90\|268.33\|258.80\|86450;2026-08-17\|277.44\|5.32\|263.42\|278.93\|258.80\|111776;2026-08-18\|288.68\|4.05\|277.34\|289.35\|274.06\|117511;2026-08-19\|271.54\|-5.94\|280.00\|288.59\|266.00\|135126;2026-08-20\|280.50\|3.30\|275.00\|283.50\|271.55\|94649;2026-08-21\|271.70\|-3.14\|278.35\|280.50\|268.76\|79949;2026-08-24\|266.66\|-1.85\|273.00\|275.00\|261.00\|81756;2026-08-25\|262.50\|-1.56\|264.07\|268.18\|254.07\|87603;2026-08-26\|262.18\|-0.12\|262.00\|266.48\|255.55\|67946;2026-08-27\|267.10\|1.88\|263.88\|272.24\|260.36\|83139;2026-08-28\|260.52\|-2.46\|264.00\|272.00\|260.20\|60534;2026-08-31\|260.64\|0.05\|254.60\|261.70\|248.90\|84835;2026-09-01\|253.88\|-2.59\|259.95\|263.47\|252.00\|64951;2026-09-02\|250.38\|-1.38\|249.10\|254.00\|245.00\|59418;2026-09-03\|250.25\|-0.05\|252.11\|254.67\|249.36\|50340;2026-09-04\|243.49\|-2.70\|254.63\|257.84\|241.30\|68492;2026-09-07\|246.20\|1.11\|245.01\|252.85\|240.11\|82077;2026-09-08\|242.00\|-1.71\|246.89\|248.88\|241.11\|55935;2026-09-09\|240.30\|-0.70\|246.84\|246.84\|239.40\|49200;2026-09-10\|243.76\|1.44\|238.60\|246.38\|235.41\|54878;2026-09-11\|237.11\|-2.73\|243.50\|244.70\|230.36\|76262
117498	苹果寻求获准从长鑫存储购买内存芯片	半导体设备+液冷散热+铝合金压铸 1、据2026年4月24日年报，公司是行业内极少数实现可钎焊压铸技术从散热模拟仿真到高散热液冷产品规模化量产全流程覆盖的领军企业，2025年已向客户在5G-A基站上批量提供高散热效能的液冷通信结构件产品；据2025年11月26日投资者关系活动记录表，公司与钜量公司签订合作协议，拟共同开拓服务器液冷关键零部件市场。 2、据2026年4月24日年报，公司2025年5月设立全资子公司重庆渝莱昇精密科技有限公司，为客户提供包括真空腔体、机械臂等半导体设备精密零部件，是国内半导体领域头部客户的供应商；据2025年12月5日公告，公司已通过国内多家头部半导体设备厂商的合格供应商认证，将半导体业务作为第二增长曲线重点培育。 3、据2026年4月24日年报，公司是通信基站和储能壳体铝合金精密压铸件领域极具竞争力的企业之一，在5G基站大型结构件领域拥有先发优势。	1、公司拟将部分募集资金投向“半导体装备精密结构件建设项目”，已掌握关键零部件制造技术并实现批量供货，锁定第二增长曲线； 2、公司具有为固态电池提供箱体类铝合金精密压铸件产品的能力和技术储备	2026-05-08\|52.28\|-3.20\|53.61\|53.87\|52.16\|102617;2026-05-11\|57.18\|9.37\|54.45\|57.57\|53.06\|141435;2026-05-12\|58.00\|1.43\|56.50\|58.65\|55.01\|111492;2026-05-13\|57.64\|-0.62\|56.90\|60.60\|55.90\|138693;2026-05-14\|59.60\|3.40\|58.47\|61.03\|58.02\|126385;2026-05-15\|58.99\|-1.02\|59.01\|61.99\|56.50\|123635;2026-05-18\|57.77\|-2.07\|58.12\|60.00\|56.83\|74818;2026-05-19\|60.73\|5.12\|59.67\|62.80\|58.40\|108437;2026-05-20\|65.32\|7.56\|60.48\|65.80\|59.40\|107799;2026-05-21\|61.00\|-6.61\|67.68\|70.44\|60.62\|183650;2026-05-22\|59.93\|-1.75\|61.01\|62.70\|58.90\|143380;2026-05-25\|64.22\|7.16\|60.01\|66.66\|58.34\|148441;2026-05-26\|57.89\|-9.86\|68.00\|68.26\|56.45\|182375;2026-05-27\|55.58\|-3.99\|58.68\|61.00\|54.49\|140340;2026-05-28\|60.33\|8.55\|55.37\|61.50\|54.82\|145522;2026-05-29\|58.28\|-3.40\|60.33\|62.10\|57.59\|98646;2026-06-01\|58.28\|0.00\|58.02\|61.00\|57.44\|72333;2026-06-02\|58.24\|-0.07\|58.50\|60.59\|57.60\|82424;2026-06-03\|56.40\|-3.16\|58.25\|59.20\|55.78\|83941;2026-06-04\|60.02\|6.42\|56.00\|62.38\|55.07\|102001;2026-06-05\|59.53\|-0.82\|59.01\|62.33\|58.15\|72550;2026-06-08\|58.03\|-2.52\|56.67\|60.21\|55.10\|66543;2026-06-09\|61.34\|5.70\|58.57\|61.45\|57.40\|99402;2026-06-10\|60.77\|-0.93\|60.85\|61.50\|58.10\|74769;2026-06-11\|60.23\|-0.89\|60.39\|62.66\|59.13\|79255;2026-06-12\|58.71\|-2.52\|61.00\|62.56\|57.52\|78981;2026-06-15\|63.13\|7.53\|59.09\|64.31\|58.73\|103840;2026-06-16\|65.75\|4.15\|63.10\|67.66\|62.23\|80374;2026-06-17\|68.85\|4.71\|64.01\|69.02\|63.50\|95755;2026-06-18\|65.88\|-4.31\|68.00\|68.49\|63.11\|114171;2026-06-22\|59.90\|-9.08\|66.00\|66.52\|57.40\|163661;2026-06-23\|58.17\|-2.89\|58.70\|60.33\|57.30\|75703;2026-06-24\|59.40\|2.11\|58.20\|60.18\|55.83\|66661;2026-06-25\|58.07\|-2.24\|59.41\|59.93\|56.50\|83159;2026-06-26\|57.90\|-0.29\|57.22\|59.09\|54.52\|87442;2026-06-29\|69.48\|20.00\|59.02\|69.48\|59.02\|210968;2026-06-30\|75.29\|8.36\|74.00\|79.18\|72.38\|223330;2026-07-01\|76.95\|2.20\|77.00\|78.00\|72.70\|136532;2026-07-02\|79.28\|3.03\|77.97\|85.39\|74.40\|184625;2026-07-03\|81.19\|2.41\|79.28\|87.00\|78.50\|161926;2026-07-06\|86.66\|6.74\|83.44\|89.66\|82.66\|142524;2026-07-07\|89.17\|2.90\|87.08\|92.68\|84.00\|159082;2026-07-08\|82.01\|-8.03\|89.00\|89.18\|80.75\|162418;2026-07-09\|92.84\|13.21\|89.88\|98.00\|87.66\|278617;2026-07-10\|94.04\|1.29\|88.66\|101.50\|88.66\|220121;2026-07-13\|75.23\|-20.00\|91.66\|93.00\|75.23\|174350;2026-07-14\|78.04\|3.74\|76.20\|78.58\|72.00\|153679;2026-07-15\|74.51\|-4.52\|80.38\|81.70\|73.99\|100255;2026-07-16\|70.84\|-4.93\|72.38\|74.00\|69.60\|81663;2026-07-17\|61.16\|-13.66\|70.80\|70.83\|61.00\|108102;2026-07-20\|55.23\|-9.70\|64.86\|65.43\|53.30\|148216;2026-07-21\|61.85\|11.99\|56.33\|61.92\|49.14\|146495;2026-07-22\|60.16\|-2.73\|60.40\|62.98\|59.15\|107172;2026-07-23\|58.29\|-3.11\|60.30\|61.93\|57.00\|67542;2026-07-24\|59.17\|1.51\|57.38\|60.69\|56.00\|74650;2026-07-27\|59.01\|-0.27\|58.54\|59.79\|56.28\|70598;2026-07-28\|53.90\|-8.66\|61.10\|62.30\|52.53\|167156;2026-07-29\|49.71\|-7.77\|52.00\|52.88\|46.66\|138276;2026-07-30\|43.40\|-12.69\|49.33\|49.66\|43.40\|118574;2026-07-31\|46.00\|5.99\|48.50\|49.45\|45.67\|115904;2026-08-03\|42.38\|-7.87\|45.31\|46.80\|42.00\|96724;2026-08-04\|44.83\|5.78\|42.68\|45.10\|41.80\|86618;2026-08-05\|49.08\|9.48\|44.48\|50.09\|44.11\|109678;2026-08-06\|51.05\|4.01\|48.52\|51.64\|47.76\|90571;2026-08-07\|52.74\|3.31\|51.29\|53.67\|50.84\|104681;2026-08-10\|53.88\|2.16\|52.54\|55.00\|51.43\|125122;2026-08-11\|52.30\|-2.93\|53.35\|53.99\|51.00\|73873;2026-08-12\|53.50\|2.29\|52.30\|54.80\|52.00\|89470;2026-08-13\|52.40\|-2.06\|53.74\|55.38\|52.35\|68374;2026-08-14\|52.99\|1.13\|52.77\|54.14\|51.35\|70882;2026-08-17\|56.80\|7.19\|53.06\|57.16\|52.49\|109936;2026-08-18\|56.03\|-1.36\|57.81\|57.93\|54.27\|78430;2026-08-19\|50.50\|-9.87\|54.50\|54.72\|50.18\|88410;2026-08-20\|51.96\|2.89\|52.25\|53.00\|50.37\|69386;2026-08-21\|52.71\|1.44\|51.35\|53.09\|50.66\|49887;2026-08-24\|52.82\|0.21\|52.43\|53.75\|51.65\|62586;2026-08-25\|52.55\|-0.51\|52.08\|53.80\|50.51\|105864;2026-08-26\|52.34\|-0.40\|52.45\|53.50\|49.69\|157054;2026-08-27\|58.34\|11.46\|51.02\|58.50\|50.94\|192556;2026-08-28\|56.66\|-2.88\|56.00\|60.47\|56.00\|151043;2026-08-31\|59.70\|5.37\|55.10\|60.80\|55.10\|133424;2026-09-01\|57.76\|-3.25\|60.99\|60.99\|57.00\|86388;2026-09-02\|55.00\|-4.78\|56.32\|59.78\|54.74\|125880;2026-09-03\|53.88\|-2.04\|56.00\|56.50\|53.01\|85861;2026-09-04\|55.72\|3.42\|54.42\|58.05\|54.42\|131601;2026-09-07\|58.93\|5.76\|56.78\|59.38\|56.00\|103052;2026-09-08\|56.92\|-3.41\|58.69\|59.70\|56.60\|98606;2026-09-09\|55.98\|-1.65\|57.00\|58.28\|55.80\|64842;2026-09-10\|54.52\|-2.61\|55.49\|55.71\|53.81\|54677;2026-09-11\|53.50\|-1.87\|53.87\|54.39\|50.38\|91146
117497	苹果寻求获准从长鑫存储购买内存芯片	HBM检测+半导体设备+一季报增长行业原因：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4月28日年报，公司在HBM制造检测等领域形成差异化优势，核心产品包括无图/有图/边缘/背面/复合一体晶圆缺陷检测设备，为Samsung、SUMCO、奕斯伟等境内外头部厂商核心供应商。 2、据2026年6月3日互动易，公司2025年出货至国内头部FAB厂的晶圆边缘全维度检测设备现已获客户验收通过，得到客户高度认可，同步正积极推进晶圆背面缺陷检测设备。 3、据2026年4月28日公告，公司2026年一季度实现营收7.75亿元，同比增长6.11%；归母净利润9106.40万元，同比增长33.21%。	公司通过收购日本 Optima 掌握晶圆缺陷检测等核心技术，是国内唯一能量产 HBM 量测设备的企业，且半导体设备产品线丰富，涵盖晶圆字符检测机、激光开槽机等，为国产芯片生产提供关键设备支持	2026-05-08\|54.70\|-2.23\|54.83\|55.77\|54.20\|127198;2026-05-11\|57.73\|5.54\|56.30\|58.62\|56.09\|204254;2026-05-12\|57.75\|0.03\|57.72\|58.78\|56.38\|149312;2026-05-13\|59.28\|2.65\|56.50\|59.95\|56.50\|168482;2026-05-14\|61.50\|3.74\|59.29\|63.86\|59.29\|243377;2026-05-15\|61.20\|-0.49\|61.05\|63.31\|59.29\|246375;2026-05-18\|64.03\|4.62\|62.33\|66.05\|61.09\|243073;2026-05-19\|69.76\|8.95\|64.00\|69.99\|62.43\|299176;2026-05-20\|71.00\|1.78\|68.50\|72.00\|68.16\|327288;2026-05-21\|67.00\|-5.63\|71.01\|72.72\|66.51\|306007;2026-05-22\|67.19\|0.28\|67.91\|68.40\|66.65\|214517;2026-05-25\|69.69\|3.72\|67.19\|70.65\|65.98\|237775;2026-05-26\|67.10\|-3.72\|69.00\|70.14\|65.56\|207945;2026-05-27\|66.01\|-1.62\|68.74\|70.05\|65.70\|184155;2026-05-28\|67.68\|2.53\|65.00\|68.88\|64.18\|175355;2026-05-29\|63.18\|-6.65\|68.35\|68.99\|62.28\|237036;2026-06-01\|48.20\|0.04\|47.95\|50.69\|47.17\|213776;2026-06-02\|48.21\|0.02\|49.00\|49.98\|47.80\|161048;2026-06-03\|48.87\|1.37\|48.88\|50.60\|48.08\|216863;2026-06-04\|49.30\|0.88\|48.00\|49.85\|47.61\|190268;2026-06-05\|49.05\|-0.51\|48.06\|49.99\|46.58\|216425;2026-06-08\|46.22\|-5.77\|46.56\|48.38\|45.48\|194113;2026-06-09\|47.67\|3.14\|47.21\|48.35\|45.98\|178552;2026-06-10\|49.56\|3.96\|46.70\|50.20\|46.35\|263804;2026-06-11\|50.93\|2.76\|48.88\|51.78\|48.88\|277009;2026-06-12\|50.90\|-0.06\|53.60\|56.02\|50.83\|480579;2026-06-15\|55.25\|8.55\|53.00\|55.40\|51.10\|420319;2026-06-16\|57.33\|3.76\|55.42\|58.20\|54.28\|342694;2026-06-17\|63.06\|9.99\|56.00\|63.06\|55.69\|330567;2026-06-18\|62.60\|-0.73\|65.06\|65.49\|61.31\|388036;2026-06-22\|65.00\|3.83\|63.89\|65.65\|62.28\|342942;2026-06-23\|65.29\|0.45\|64.35\|67.22\|62.40\|278672;2026-06-24\|69.86\|7.00\|64.00\|70.49\|63.74\|313493;2026-06-25\|72.09\|3.19\|71.64\|72.82\|69.10\|252150;2026-06-26\|71.58\|-0.71\|70.87\|77.14\|70.85\|313390;2026-06-29\|78.74\|10.00\|72.78\|78.74\|71.17\|357846;2026-06-30\|80.98\|2.84\|83.30\|84.38\|79.47\|420608;2026-07-01\|80.96\|-0.02\|86.00\|88.88\|79.56\|533677;2026-07-02\|72.86\|-10.00\|72.86\|75.20\|72.86\|342405;2026-07-03\|68.05\|-6.60\|68.14\|70.50\|66.62\|388441;2026-07-06\|67.99\|-0.09\|68.88\|69.88\|64.80\|291049;2026-07-07\|68.25\|0.38\|67.77\|69.80\|66.10\|202019;2026-07-08\|67.80\|-0.66\|67.70\|69.78\|63.00\|289901;2026-07-09\|72.09\|6.33\|69.20\|72.30\|67.00\|314344;2026-07-10\|65.95\|-8.52\|72.99\|74.30\|65.90\|405231;2026-07-13\|62.17\|-5.73\|64.31\|67.30\|61.93\|278533;2026-07-14\|61.27\|-1.45\|62.27\|63.20\|58.50\|245546;2026-07-15\|57.45\|-6.23\|62.50\|63.28\|56.89\|216986;2026-07-16\|52.06\|-9.38\|56.00\|57.50\|51.71\|287571;2026-07-17\|46.85\|-10.01\|52.02\|52.15\|46.85\|265089;2026-07-20\|42.17\|-9.99\|47.56\|47.85\|42.17\|256698;2026-07-21\|45.86\|8.75\|42.48\|46.05\|38.00\|403079;2026-07-22\|44.40\|-3.18\|44.99\|46.88\|43.93\|291914;2026-07-23\|43.24\|-2.61\|45.29\|45.40\|42.80\|184556;2026-07-24\|43.71\|1.09\|42.80\|45.27\|41.66\|244319;2026-07-27\|44.75\|2.38\|43.74\|45.30\|42.67\|216813;2026-07-28\|41.87\|-6.44\|43.60\|45.16\|41.60\|194295;2026-07-29\|40.50\|-3.27\|41.78\|42.34\|38.48\|254076;2026-07-30\|37.29\|-7.93\|40.00\|40.90\|36.60\|275401;2026-07-31\|38.50\|3.24\|40.40\|41.02\|38.50\|270698;2026-08-03\|36.61\|-4.91\|38.00\|38.70\|36.44\|193619;2026-08-04\|39.24\|7.18\|36.99\|39.81\|36.61\|211600;2026-08-05\|41.96\|6.93\|39.51\|42.53\|39.20\|242827;2026-08-06\|42.98\|2.43\|40.88\|43.76\|40.77\|227007;2026-08-07\|44.41\|3.33\|42.98\|44.88\|42.70\|222857;2026-08-10\|44.43\|0.04\|45.37\|45.39\|43.30\|199474;2026-08-11\|43.86\|-1.28\|44.10\|44.98\|43.30\|148274;2026-08-12\|46.44\|5.88\|44.50\|46.61\|44.06\|241581;2026-08-13\|46.27\|-0.37\|47.20\|49.86\|46.11\|363119;2026-08-14\|48.25\|4.28\|47.00\|48.80\|46.24\|271583;2026-08-17\|49.48\|2.55\|48.09\|49.50\|47.39\|285475;2026-08-18\|51.52\|4.12\|49.81\|52.87\|49.61\|334194;2026-08-19\|46.37\|-10.00\|49.00\|50.59\|46.37\|311574;2026-08-20\|46.82\|0.97\|47.41\|47.96\|46.21\|205891;2026-08-21\|46.75\|-0.15\|46.56\|47.82\|45.77\|162694;2026-08-24\|47.60\|1.82\|47.06\|48.49\|45.50\|224182;2026-08-25\|47.10\|-1.05\|47.08\|48.38\|44.80\|240201;2026-08-26\|46.18\|-1.95\|47.10\|47.36\|44.80\|215883;2026-08-27\|48.48\|4.98\|46.22\|49.20\|45.68\|276300;2026-08-28\|47.45\|-2.12\|48.48\|49.51\|47.38\|171574;2026-08-31\|49.18\|3.65\|46.18\|49.39\|46.00\|205281;2026-09-01\|47.15\|-4.13\|49.77\|49.94\|47.05\|178459;2026-09-02\|46.57\|-1.23\|46.44\|47.29\|46.20\|113243;2026-09-03\|46.32\|-0.54\|47.22\|47.71\|45.76\|131982;2026-09-04\|43.70\|-5.66\|46.84\|47.10\|43.18\|220209;2026-09-07\|45.55\|4.23\|44.50\|45.88\|44.15\|172048;2026-09-08\|45.57\|0.04\|45.84\|47.08\|44.82\|161289;2026-09-09\|45.12\|-0.99\|45.94\|46.75\|44.96\|103748;2026-09-10\|45.00\|-0.27\|44.70\|45.79\|44.31\|97297;2026-09-11\|43.85\|-2.56\|44.11\|44.98\|42.10\|132309
117496	苹果寻求获准从长鑫存储购买内存芯片	涨停揭秘：苹果拟采购长鑫内存带动国产芯片上游检测设备关注度提升；涨停缘由：公司靶材专用自动化检测系统面向半导体靶材母材金属质量检测，属半导体材料端关键检测环节，受益于国产靶材厂商扩产及验证提速；资金逻辑：6月29日随国产芯片板块集体走强，资金博弈中小市值设备标的，换手率显著放大，游资接力拉升；风险提示：主业非纯半导体设备，下游应用分散，业绩弹性弱于前道设备厂商，估值缺乏足够支撑	1、公司的靶材专用自动化检测系统主要面向半导体靶材母材金属的质量检测； 2、公司相控阵超声水浸自动检测系统可用于汽车零部件、航空航天零部件、精密部件等的水浸检测	2026-05-08\|73.27\|-0.42\|73.89\|73.99\|72.31\|5788;2026-05-11\|74.65\|1.88\|72.57\|75.18\|72.29\|9276;2026-05-12\|73.15\|-2.01\|74.60\|74.62\|72.69\|6781;2026-05-13\|72.00\|-1.57\|73.20\|73.60\|71.46\|9047;2026-05-14\|72.70\|0.97\|72.00\|76.25\|71.63\|14743;2026-05-15\|72.84\|0.19\|73.04\|74.83\|71.60\|10289;2026-05-18\|70.31\|-3.47\|72.72\|72.90\|70.01\|12609;2026-05-19\|70.58\|0.38\|70.32\|70.91\|69.70\|7087;2026-05-20\|71.26\|0.96\|70.91\|72.10\|70.30\|6575;2026-05-21\|69.14\|-2.98\|71.60\|73.45\|69.03\|9351;2026-05-22\|70.29\|1.66\|69.79\|71.51\|68.74\|9231;2026-05-25\|70.60\|0.44\|70.55\|71.40\|69.38\|8109;2026-05-26\|70.16\|-0.62\|70.31\|72.41\|68.86\|14757;2026-05-27\|68.00\|-3.08\|70.16\|70.28\|67.62\|12954;2026-05-28\|71.06\|4.50\|68.00\|72.15\|66.56\|15703;2026-05-29\|68.06\|-4.22\|71.34\|71.48\|67.80\|9737;2026-06-01\|66.10\|-2.88\|67.21\|68.74\|65.91\|9699;2026-06-02\|68.68\|3.90\|66.50\|72.61\|65.58\|23361;2026-06-03\|70.49\|2.64\|67.87\|74.58\|67.69\|27086;2026-06-04\|80.75\|14.56\|69.81\|82.30\|69.50\|42946;2026-06-05\|91.75\|13.62\|80.00\|92.00\|78.43\|47548;2026-06-08\|90.11\|-1.79\|85.89\|93.44\|85.00\|38823;2026-06-09\|86.81\|-3.66\|91.28\|91.65\|84.06\|28993;2026-06-10\|86.70\|-0.13\|84.40\|90.00\|84.17\|24048;2026-06-11\|89.32\|3.02\|85.63\|90.68\|83.00\|32382;2026-06-12\|88.88\|-0.49\|90.98\|92.00\|86.00\|32970;2026-06-15\|93.33\|5.01\|88.92\|94.96\|88.11\|35660;2026-06-16\|92.15\|-1.26\|92.58\|93.50\|89.10\|27514;2026-06-17\|92.88\|0.79\|91.00\|93.50\|89.20\|19665;2026-06-18\|94.99\|2.27\|94.08\|96.80\|90.66\|30605;2026-06-22\|93.99\|-1.05\|94.25\|97.00\|86.04\|36124;2026-06-23\|95.04\|1.12\|91.92\|99.55\|90.81\|28263;2026-06-24\|94.50\|-0.57\|94.04\|98.96\|91.10\|18347;2026-06-25\|63.93\|-1.80\|64.24\|66.10\|62.11\|30447;2026-06-26\|62.00\|-3.02\|63.62\|63.62\|59.08\|34621;2026-06-29\|74.40\|20.00\|61.81\|74.40\|61.21\|61002;2026-06-30\|81.90\|10.08\|78.36\|85.00\|75.80\|76373;2026-07-01\|85.34\|4.20\|83.12\|88.40\|80.75\|51991;2026-07-02\|73.80\|-13.52\|82.91\|85.99\|73.33\|64193;2026-07-03\|77.83\|5.46\|75.28\|79.25\|73.30\|47152;2026-07-06\|77.42\|-0.53\|78.00\|84.95\|76.78\|36518;2026-07-07\|70.78\|-8.58\|77.42\|77.53\|69.73\|30330;2026-07-08\|72.00\|1.72\|72.04\|74.59\|68.60\|27502;2026-07-09\|73.18\|1.64\|72.40\|76.86\|69.58\|27055;2026-07-10\|72.23\|-1.30\|74.64\|75.06\|71.20\|23629;2026-07-13\|64.98\|-10.04\|70.40\|71.20\|64.30\|30976;2026-07-14\|64.22\|-1.17\|64.91\|65.40\|61.56\|20203;2026-07-15\|62.41\|-2.82\|64.23\|64.81\|61.87\|14435;2026-07-16\|58.98\|-5.50\|61.94\|63.64\|58.22\|20889;2026-07-17\|52.41\|-11.14\|58.97\|59.00\|51.98\|27810;2026-07-20\|46.62\|-11.05\|53.35\|54.02\|45.81\|31456;2026-07-21\|48.87\|4.83\|47.09\|49.38\|41.88\|31635;2026-07-22\|46.53\|-4.79\|49.18\|49.77\|46.11\|18425;2026-07-23\|45.85\|-1.46\|46.52\|48.49\|45.28\|13888;2026-07-24\|45.31\|-1.18\|45.10\|47.43\|44.60\|15874;2026-07-27\|46.30\|2.18\|45.50\|46.57\|44.37\|12027;2026-07-28\|44.31\|-4.30\|46.12\|47.12\|44.02\|14817;2026-07-29\|44.30\|-0.02\|45.22\|45.85\|42.04\|22405;2026-07-30\|40.52\|-8.53\|44.20\|45.50\|40.00\|27243;2026-07-31\|45.08\|11.25\|42.53\|47.18\|42.53\|29979;2026-08-03\|44.50\|-1.29\|45.72\|46.00\|43.86\|17767;2026-08-04\|45.84\|3.01\|45.00\|46.77\|44.31\|16734;2026-08-05\|47.79\|4.25\|46.21\|48.42\|45.98\|17008;2026-08-06\|50.52\|5.71\|47.43\|50.65\|47.32\|18513;2026-08-07\|51.73\|2.40\|50.49\|51.85\|48.88\|16552;2026-08-10\|53.15\|2.75\|51.73\|53.54\|50.66\|22645;2026-08-11\|52.55\|-1.13\|53.00\|54.01\|52.30\|14190;2026-08-12\|54.30\|3.33\|52.17\|55.11\|52.17\|13276;2026-08-13\|53.78\|-0.96\|54.07\|55.62\|53.52\|11757;2026-08-14\|54.06\|0.52\|54.30\|55.91\|53.05\|12796;2026-08-17\|55.87\|3.35\|54.60\|56.50\|53.63\|14583;2026-08-18\|57.02\|2.06\|55.82\|57.49\|55.32\|15691;2026-08-19\|52.90\|-7.23\|56.02\|57.20\|52.61\|24977;2026-08-20\|55.54\|4.99\|54.00\|57.20\|53.88\|19642;2026-08-21\|56.06\|0.94\|54.78\|56.41\|53.08\|16128;2026-08-24\|55.19\|-1.55\|56.36\|57.40\|53.89\|11912;2026-08-25\|54.70\|-0.89\|54.63\|55.79\|53.34\|10528;2026-08-26\|54.73\|0.05\|54.89\|56.29\|53.62\|11066;2026-08-27\|58.14\|6.23\|55.63\|58.50\|54.00\|17750;2026-08-28\|56.54\|-2.75\|58.38\|59.07\|56.34\|10970;2026-08-31\|56.35\|-0.34\|55.97\|56.50\|55.05\|8908;2026-09-01\|56.09\|-0.46\|56.70\|56.70\|54.92\|8531;2026-09-02\|55.83\|-0.46\|55.53\|56.26\|54.63\|8481;2026-09-03\|57.80\|3.53\|55.99\|58.24\|55.99\|11873;2026-09-04\|58.78\|1.70\|58.75\|59.59\|57.82\|16213;2026-09-07\|58.49\|-0.49\|58.99\|60.53\|58.12\|15854;2026-09-08\|59.02\|0.91\|58.50\|59.56\|57.50\|10584;2026-09-09\|60.09\|1.81\|59.20\|60.39\|58.57\|11482;2026-09-10\|59.81\|-0.47\|60.23\|61.30\|59.50\|9343;2026-09-11\|61.15\|2.24\|59.50\|61.33\|57.17\|16699
117495	苹果寻求获准从长鑫存储购买内存芯片	间接投资长鑫科技+房地产+合肥国资 1、据2026年6月30日异常波动公告，公司近日股价波动受市场对公司间接投资长鑫科技的关注影响，但公司澄清其通过国联基金间接投资产投壹号的比例较低，间接投资长鑫科技金额极小，不享有控制权，且主营业务不涉及半导体领域，与长鑫科技无业务往来。 2、据2026年4月21日年报，公司主营业务为地产开发与销售，是安徽省首家房地产上市公司，拥有国家壹级开发资质，旗下“琥珀”品牌及全资子公司合肥工投工业科技在安徽省内工业地产领域具备领先地位。 3、据2026年4月21日年报及历史公告，公司控股股东为合肥兴泰金融控股集团有限公司，最终控制人为合肥市人民政府国有资产监督管理委员会。	公司及子公司共计实缴6000万元参与了合肥市国联资本创新投资基金合伙企业（有限合伙），合肥市国联资本创新投资基金合伙企业（有限合伙）通过产投壹号基金投资了长鑫科技集团股份有限公司	2026-05-08\|14.13\|-3.48\|14.38\|14.47\|14.08\|346912;2026-05-11\|14.87\|5.24\|14.42\|15.54\|14.42\|752878;2026-05-12\|16.36\|10.02\|15.33\|16.36\|14.73\|865697;2026-05-13\|18.00\|10.02\|16.36\|18.00\|16.36\|989958;2026-05-14\|19.80\|10.00\|19.01\|19.80\|18.80\|966667;2026-05-15\|20.76\|4.85\|19.61\|21.75\|18.71\|1605125;2026-05-18\|22.84\|10.02\|22.84\|22.84\|22.84\|62938;2026-05-19\|25.12\|9.98\|23.50\|25.12\|23.20\|1898122;2026-05-20\|25.88\|3.03\|24.03\|26.36\|23.59\|1796060;2026-05-21\|23.29\|-10.01\|25.50\|25.90\|23.29\|1354468;2026-05-22\|21.67\|-6.96\|22.44\|23.65\|21.03\|1738085;2026-05-25\|20.20\|-6.78\|21.35\|21.43\|19.68\|1412530;2026-05-26\|18.90\|-6.44\|19.47\|19.65\|18.56\|1094209;2026-05-27\|18.40\|-2.65\|19.01\|19.57\|18.16\|930943;2026-05-28\|17.80\|-3.26\|18.44\|19.13\|17.43\|936132;2026-05-29\|17.06\|-4.16\|17.41\|17.98\|16.93\|766415;2026-06-01\|17.25\|1.11\|17.20\|17.60\|16.98\|625996;2026-06-02\|16.70\|-3.19\|17.26\|17.48\|16.43\|576582;2026-06-03\|16.87\|1.02\|16.64\|17.05\|16.36\|535255;2026-06-04\|17.04\|1.01\|16.89\|17.58\|16.80\|703138;2026-06-05\|16.18\|-5.05\|16.81\|16.90\|15.83\|734938;2026-06-08\|15.25\|-5.75\|15.61\|16.00\|15.15\|456763;2026-06-09\|15.22\|-0.20\|15.51\|15.71\|15.07\|348920;2026-06-10\|16.74\|9.99\|15.05\|16.74\|14.82\|448833;2026-06-11\|15.60\|-6.81\|16.50\|16.50\|15.20\|801585;2026-06-12\|15.46\|-0.90\|15.96\|16.33\|15.42\|565459;2026-06-15\|16.45\|6.40\|15.92\|16.75\|15.88\|739939;2026-06-16\|16.66\|1.28\|16.69\|17.28\|16.19\|753412;2026-06-17\|17.58\|5.52\|16.50\|18.00\|16.25\|1142790;2026-06-18\|18.77\|6.77\|17.31\|19.24\|17.30\|1202070;2026-06-22\|18.18\|-3.14\|18.82\|19.63\|17.99\|1092879;2026-06-23\|17.00\|-6.49\|17.61\|17.66\|16.39\|815088;2026-06-24\|16.47\|-3.12\|16.64\|16.85\|15.86\|737905;2026-06-25\|15.58\|-5.40\|16.75\|17.22\|15.42\|753526;2026-06-26\|16.71\|7.25\|15.73\|17.14\|15.36\|1052786;2026-06-29\|18.38\|9.99\|17.01\|18.38\|17.01\|1162867;2026-06-30\|20.22\|10.01\|18.20\|20.22\|17.50\|1304378;2026-07-01\|20.20\|-0.10\|20.77\|21.56\|20.08\|1433682;2026-07-02\|19.06\|-5.64\|19.20\|19.90\|18.81\|902079;2026-07-03\|19.22\|0.84\|19.00\|19.98\|18.22\|915104;2026-07-06\|18.45\|-4.01\|18.96\|19.27\|18.15\|607198;2026-07-07\|17.66\|-4.28\|18.21\|18.46\|17.50\|478911;2026-07-08\|17.38\|-1.59\|17.78\|17.96\|16.75\|423431;2026-07-09\|19.12\|10.01\|19.10\|19.12\|18.71\|209799;2026-07-10\|19.43\|1.62\|20.94\|20.94\|19.40\|1347430;2026-07-13\|20.88\|7.46\|18.51\|20.90\|18.51\|1161020;2026-07-14\|18.79\|-10.01\|18.79\|19.37\|18.79\|203207;2026-07-15\|16.91\|-10.01\|16.91\|18.45\|16.91\|954058;2026-07-16\|15.22\|-9.99\|15.46\|15.96\|15.22\|757606;2026-07-17\|13.70\|-9.99\|14.57\|14.76\|13.70\|564563;2026-07-20\|12.33\|-10.00\|12.88\|13.10\|12.33\|657365;2026-07-21\|12.15\|-1.46\|11.94\|12.95\|11.10\|1037327;2026-07-22\|12.95\|6.58\|11.60\|13.29\|11.58\|1115166;2026-07-23\|12.36\|-4.56\|12.70\|12.78\|12.08\|697433;2026-07-24\|13.60\|10.03\|12.13\|13.60\|12.06\|691395;2026-07-27\|13.06\|-3.97\|13.47\|13.49\|12.44\|1126055;2026-07-28\|12.71\|-2.68\|12.40\|13.98\|12.24\|1054559;2026-07-29\|11.88\|-6.53\|12.50\|12.52\|11.44\|937369;2026-07-30\|10.71\|-9.85\|11.62\|11.66\|10.70\|773882;2026-07-31\|10.68\|-0.28\|11.20\|11.27\|10.66\|748218;2026-08-03\|10.38\|-2.81\|10.51\|10.60\|10.31\|468137;2026-08-04\|10.69\|2.99\|10.40\|10.71\|10.29\|502178;2026-08-05\|11.31\|5.80\|10.63\|11.43\|10.58\|785181;2026-08-06\|11.39\|0.71\|11.18\|11.50\|11.12\|538614;2026-08-07\|11.44\|0.44\|11.39\|11.50\|10.94\|486025;2026-08-10\|11.40\|-0.35\|11.62\|11.68\|11.11\|398131;2026-08-11\|11.37\|-0.26\|11.42\|11.47\|11.14\|345733;2026-08-12\|11.72\|3.08\|11.38\|11.80\|11.27\|500959;2026-08-13\|11.31\|-3.50\|11.94\|11.96\|11.28\|454196;2026-08-14\|11.28\|-0.27\|11.31\|11.38\|11.02\|327298;2026-08-17\|11.65\|3.28\|11.24\|11.69\|11.12\|362679;2026-08-18\|11.72\|0.60\|11.85\|11.93\|11.52\|387649;2026-08-19\|10.90\|-7.00\|11.50\|11.64\|10.88\|366092;2026-08-20\|10.84\|-0.55\|11.00\|11.06\|10.78\|265115;2026-08-21\|10.81\|-0.28\|10.72\|10.90\|10.52\|233086;2026-08-24\|10.44\|-3.42\|10.78\|10.79\|10.23\|292352;2026-08-25\|10.50\|0.57\|10.40\|10.54\|10.04\|287526;2026-08-26\|10.43\|-0.67\|10.39\|10.55\|10.31\|211168;2026-08-27\|10.75\|3.07\|10.38\|10.87\|10.35\|259509;2026-08-28\|10.81\|0.56\|10.80\|10.95\|10.71\|209735;2026-08-31\|10.87\|0.56\|11.35\|11.57\|10.72\|866159;2026-09-01\|10.54\|-3.04\|10.87\|10.88\|10.46\|528184;2026-09-02\|10.31\|-2.18\|10.37\|10.48\|10.15\|330779;2026-09-03\|10.22\|-0.87\|10.45\|10.46\|10.16\|277368;2026-09-04\|10.16\|-0.59\|10.32\|10.50\|10.10\|336598;2026-09-07\|10.26\|0.98\|10.16\|10.32\|10.16\|198994;2026-09-08\|10.50\|2.34\|10.21\|10.60\|10.21\|335230;2026-09-09\|10.22\|-2.67\|10.38\|10.53\|10.17\|286698;2026-09-10\|10.11\|-1.08\|10.16\|10.30\|10.10\|187362;2026-09-11\|9.80\|-3.07\|9.91\|9.93\|9.57\|258810
117494	苹果寻求获准从长鑫存储购买内存芯片	年报增长+商业航天+洁净环保+苏州国资行业原因： 1、据新华社，4月7日，长征八号运载火箭在海南商业航天发射场以“一箭十八星”方式，将千帆星座第7批组网卫星送入预定轨道，发射任务获得圆满成功。 2、商业航天企业密集冲击IPO，SpaceX冲击最早6月上市，国内银河航天、中科宇航等企业开启IPO进程。公司原因： 1、据2026年4月8日年报，2025年营收42.21亿元，同比增长0.69%，归母净利2.95亿元，同比增长17.69%，拟每10股派0.6元。 2、据2025年11月26日互动易，控股子公司苏州轴承滚针轴承已配套商业航天领域；江苏苏净洁净系统用于西昌、酒泉发射基地及嫦娥、神舟、天宫等国家重点项目。 3、据2025年年报及2025年12月2日机构调研，公司最终控制人为苏州市国资委，属地方国企，洁净环保、瓷绝缘子、精密轴承为三大主业，将加大新质生产力投入。	公司全资子公司江苏苏净是国内洁净环保领域技术创新、装备制造和工程整体解决方案的综合供应商，可为泛半导体行业提供相关产品和服务。江苏苏净是上海微电子、中芯国际、海力士的合格供应商	2026-05-08\|16.99\|2.23\|16.43\|17.09\|16.38\|302160;2026-05-11\|17.12\|0.77\|16.99\|17.30\|16.81\|259909;2026-05-12\|17.08\|-0.23\|17.19\|17.50\|16.96\|217480;2026-05-13\|17.50\|2.46\|16.98\|17.72\|16.95\|222810;2026-05-14\|16.41\|-6.23\|17.50\|17.65\|16.39\|392878;2026-05-15\|17.09\|4.14\|16.41\|17.65\|16.32\|314031;2026-05-18\|17.48\|2.28\|17.00\|17.92\|16.89\|315127;2026-05-19\|17.59\|0.63\|17.27\|17.61\|17.08\|236447;2026-05-20\|17.74\|0.85\|17.48\|17.75\|17.25\|218142;2026-05-21\|17.34\|-2.25\|17.76\|18.05\|16.76\|428606;2026-05-22\|17.34\|0.00\|17.03\|17.36\|16.44\|300687;2026-05-25\|17.11\|-1.33\|17.42\|17.78\|16.70\|255302;2026-05-26\|16.45\|-3.86\|16.89\|16.90\|16.17\|204385;2026-05-27\|16.17\|-1.70\|16.47\|16.50\|15.95\|167297;2026-05-28\|16.32\|0.93\|16.17\|16.33\|16.00\|133084;2026-05-29\|15.82\|-3.06\|16.31\|16.37\|15.46\|150140;2026-06-01\|15.64\|-1.14\|15.69\|15.80\|15.49\|121270;2026-06-02\|15.45\|-1.21\|15.60\|15.62\|15.03\|119894;2026-06-03\|15.32\|-0.84\|15.42\|15.60\|15.09\|129784;2026-06-04\|15.11\|-1.37\|15.06\|15.19\|14.88\|103535;2026-06-05\|15.12\|0.07\|15.11\|15.22\|14.60\|127628;2026-06-08\|14.45\|-4.43\|14.55\|14.96\|14.20\|117052;2026-06-09\|15.03\|4.01\|14.45\|15.05\|14.30\|130184;2026-06-10\|15.09\|0.40\|14.80\|15.12\|14.71\|150898;2026-06-11\|14.99\|-0.66\|15.00\|15.06\|14.65\|127518;2026-06-12\|14.89\|-0.67\|15.33\|15.50\|14.61\|199757;2026-06-15\|15.72\|5.57\|14.99\|15.72\|14.71\|237643;2026-06-16\|15.39\|-2.10\|15.56\|15.56\|15.27\|199141;2026-06-17\|15.21\|-1.17\|15.30\|15.49\|15.08\|195358;2026-06-18\|15.63\|2.76\|15.18\|15.65\|15.02\|221372;2026-06-22\|15.31\|-2.05\|15.60\|15.65\|14.62\|238318;2026-06-23\|16.84\|9.99\|15.42\|16.84\|15.40\|175475;2026-06-24\|16.81\|-0.18\|17.14\|17.14\|15.72\|434583;2026-06-25\|17.18\|2.20\|16.61\|17.53\|16.53\|488119;2026-06-26\|18.25\|6.23\|16.88\|18.90\|16.71\|669606;2026-06-29\|20.08\|10.03\|18.75\|20.08\|18.39\|624369;2026-06-30\|20.63\|2.74\|20.58\|21.32\|19.20\|755517;2026-07-01\|21.00\|1.79\|20.53\|21.98\|20.40\|582893;2026-07-02\|19.76\|-5.90\|20.05\|20.50\|19.50\|455208;2026-07-03\|20.50\|4.06\|19.39\|21.67\|19.00\|621887;2026-07-06\|19.90\|-2.93\|20.88\|21.23\|19.69\|432782;2026-07-07\|19.20\|-3.52\|19.75\|20.33\|19.05\|291457;2026-07-08\|17.62\|-8.23\|18.81\|19.12\|17.60\|333494;2026-07-09\|18.44\|4.65\|18.10\|18.62\|17.40\|300005;2026-07-10\|18.65\|1.14\|18.24\|19.77\|18.18\|395004;2026-07-13\|16.79\|-9.97\|18.42\|18.45\|16.79\|286306;2026-07-14\|15.51\|-7.62\|16.24\|16.54\|15.12\|387817;2026-07-15\|14.97\|-3.48\|15.58\|15.82\|14.78\|301272;2026-07-16\|14.16\|-5.41\|14.90\|15.05\|14.06\|296774;2026-07-17\|12.94\|-8.62\|14.11\|14.14\|12.80\|304903;2026-07-20\|12.24\|-5.41\|13.20\|13.46\|12.00\|275525;2026-07-21\|12.87\|5.15\|12.41\|12.94\|11.48\|344827;2026-07-22\|12.37\|-3.88\|12.80\|12.94\|12.25\|263682;2026-07-23\|12.73\|2.91\|12.35\|12.75\|12.26\|183333;2026-07-24\|12.53\|-1.57\|12.49\|12.77\|12.19\|144382;2026-07-27\|12.91\|3.03\|12.48\|12.91\|12.35\|155053;2026-07-28\|12.79\|-0.93\|13.14\|13.38\|12.68\|248208;2026-07-29\|12.87\|0.63\|12.80\|12.99\|12.24\|225026;2026-07-30\|12.05\|-6.37\|12.76\|12.88\|12.00\|227490;2026-07-31\|12.38\|2.74\|12.52\|12.92\|12.38\|222225;2026-08-03\|12.70\|2.58\|12.47\|12.87\|12.38\|166673;2026-08-04\|13.14\|3.46\|12.89\|13.20\|12.76\|291679;2026-08-05\|13.53\|2.97\|13.14\|13.54\|13.00\|308378;2026-08-06\|13.50\|-0.22\|13.39\|13.60\|13.22\|260355;2026-08-07\|13.57\|0.52\|13.49\|13.59\|13.13\|181421;2026-08-10\|13.67\|0.74\|13.71\|13.78\|13.41\|140490;2026-08-11\|13.52\|-1.10\|13.58\|13.74\|13.44\|108757;2026-08-12\|13.81\|2.15\|13.52\|13.87\|13.52\|121863;2026-08-13\|13.63\|-1.30\|13.84\|14.04\|13.63\|204581;2026-08-14\|14.10\|3.45\|13.68\|14.18\|13.68\|196733;2026-08-17\|15.51\|10.00\|14.20\|15.51\|14.01\|348446;2026-08-18\|14.00\|-9.74\|14.72\|14.76\|13.96\|610787;2026-08-19\|12.81\|-8.50\|13.71\|13.79\|12.78\|415191;2026-08-20\|12.60\|-1.64\|12.95\|12.99\|12.51\|228544;2026-08-21\|12.52\|-0.63\|12.60\|12.65\|12.27\|144336;2026-08-24\|12.26\|-2.08\|12.50\|12.51\|12.10\|145320;2026-08-25\|12.41\|1.22\|12.10\|12.45\|12.02\|136124;2026-08-26\|12.40\|-0.08\|12.39\|12.48\|12.28\|102725;2026-08-27\|12.68\|2.26\|12.42\|12.69\|12.41\|153752;2026-08-28\|12.52\|-1.26\|12.68\|12.72\|12.51\|119991;2026-08-31\|12.66\|1.12\|12.35\|12.66\|12.29\|85862;2026-09-01\|12.50\|-1.26\|12.65\|12.65\|12.44\|106508;2026-09-02\|12.27\|-1.84\|12.39\|12.41\|12.22\|104713;2026-09-03\|12.18\|-0.73\|12.35\|12.38\|12.12\|131423;2026-09-04\|12.14\|-0.33\|12.26\|12.39\|12.04\|137362;2026-09-07\|12.24\|0.82\|12.19\|12.29\|12.07\|91574;2026-09-08\|12.24\|0.00\|12.24\|12.30\|12.13\|89892;2026-09-09\|12.19\|-0.41\|12.23\|12.32\|12.13\|75877;2026-09-10\|12.05\|-1.15\|12.14\|12.20\|12.00\|99363;2026-09-11\|11.91\|-1.16\|11.95\|12.03\|11.74\|114425
117493	苹果寻求获准从长鑫存储购买内存芯片	零售+功率半导体+收购尚阳通+机器人行业原因：科技板块调整背景下，资金寻求低位避险资产。中信建投此前指出，2025年至今，消费板块整体居后，市场对于消费下行的预期尚未充分反馈，但估值和业绩接近理性区间，机构配置也处于低位。公司原因： 1、据2026年5月23日公告，公司收购尚阳通事项已于5月22日收到深交所恢复审核的通知，目前重组处于正常审核程序当中。据2026年5月26日机构调研，公司拟通过收购从传统百货切入功率半导体领域，打造第二增长曲线，形成“零售+半导体”双主业驱动格局。 2、据2026年5月21日重组报告书，标的公司已实现车规级碳化硅SiC功率器件的量产，自主设计的SiC MOSFET及SBD产品涵盖650V-1200V电压规格，已小批量供货，并积极筹划氮化镓GaN产品。 3、据2026年5月26日机构调研，公司于2017年参股隆深机器人有限公司，未直接参与日常经营管理，该企业从事工业机器人系统集成、非标自动化设备设计制造及控制器研发等。	公司正全力推进收购深圳尚阳通100%股权，交易完成后将形成“百货零售+半导体”双主业格局，标的已量产车规级SiC功率器件	2026-05-08\|6.26\|1.46\|6.16\|6.32\|6.16\|205862;2026-05-11\|6.26\|0.00\|6.25\|6.32\|6.18\|185316;2026-05-12\|6.10\|-2.56\|6.23\|6.32\|6.08\|265133;2026-05-13\|6.13\|0.49\|6.13\|6.17\|6.06\|228685;2026-05-14\|6.74\|9.95\|6.14\|6.74\|6.12\|694533;2026-05-15\|6.54\|-2.97\|6.61\|6.70\|6.43\|788506;2026-05-18\|6.44\|-1.53\|6.44\|6.51\|6.34\|455899;2026-05-19\|6.44\|0.00\|6.44\|6.53\|6.35\|419622;2026-05-20\|6.52\|1.24\|6.38\|6.57\|6.24\|465040;2026-05-21\|6.65\|1.99\|6.71\|6.99\|6.60\|714111;2026-05-22\|6.81\|2.41\|6.70\|6.87\|6.59\|498683;2026-05-25\|7.02\|3.08\|6.89\|7.14\|6.78\|567364;2026-05-26\|7.07\|0.71\|6.95\|7.37\|6.83\|588427;2026-05-27\|7.43\|5.09\|7.07\|7.56\|6.97\|768872;2026-05-28\|7.23\|-2.69\|7.35\|7.39\|7.15\|580237;2026-05-29\|6.88\|-4.84\|7.13\|7.34\|6.88\|571625;2026-06-01\|6.68\|-2.91\|6.77\|6.85\|6.63\|397520;2026-06-02\|6.51\|-2.54\|6.65\|6.68\|6.42\|332383;2026-06-03\|6.52\|0.15\|6.48\|6.61\|6.40\|239103;2026-06-04\|6.75\|3.53\|6.46\|6.84\|6.40\|345597;2026-06-05\|6.70\|-0.74\|6.67\|6.88\|6.66\|272847;2026-06-08\|6.37\|-4.93\|6.38\|6.65\|6.37\|252535;2026-06-09\|6.72\|5.49\|6.48\|6.74\|6.35\|276371;2026-06-10\|6.61\|-1.64\|6.65\|6.79\|6.54\|254741;2026-06-11\|6.45\|-2.42\|6.56\|6.68\|6.42\|181741;2026-06-12\|6.44\|-0.15\|6.56\|6.72\|6.44\|277265;2026-06-15\|6.39\|-0.78\|6.45\|6.51\|6.16\|380413;2026-06-16\|6.49\|1.56\|6.36\|6.57\|6.26\|302764;2026-06-17\|6.18\|-4.78\|6.42\|6.48\|6.14\|322708;2026-06-18\|6.11\|-1.13\|6.16\|6.29\|6.00\|245264;2026-06-22\|6.00\|-1.80\|6.05\|6.05\|5.81\|291419;2026-06-23\|6.11\|1.83\|5.98\|6.28\|5.93\|245369;2026-06-24\|5.94\|-2.78\|6.09\|6.10\|5.81\|258112;2026-06-25\|5.89\|-0.84\|5.93\|6.02\|5.81\|164015;2026-06-26\|5.66\|-3.90\|5.83\|5.88\|5.66\|207313;2026-06-29\|6.23\|10.07\|5.70\|6.23\|5.65\|532783;2026-06-30\|5.89\|-5.46\|6.17\|6.22\|5.86\|483371;2026-07-01\|6.48\|10.02\|5.93\|6.48\|5.91\|431197;2026-07-02\|6.46\|-0.31\|6.59\|6.78\|6.46\|608877;2026-07-03\|6.35\|-1.70\|6.47\|6.59\|6.33\|372675;2026-07-06\|6.14\|-3.31\|6.40\|6.40\|6.13\|275604;2026-07-07\|6.00\|-2.28\|6.06\|6.14\|5.97\|213943;2026-07-08\|5.83\|-2.83\|6.02\|6.04\|5.80\|199801;2026-07-09\|5.94\|1.89\|5.81\|5.97\|5.80\|195081;2026-07-10\|5.85\|-1.52\|5.90\|5.98\|5.81\|219833;2026-07-13\|5.50\|-5.98\|5.82\|5.83\|5.50\|220325;2026-07-14\|5.45\|-0.91\|5.35\|5.53\|5.32\|187838;2026-07-15\|5.74\|5.32\|5.43\|6.00\|5.34\|295602;2026-07-16\|5.67\|-1.22\|5.60\|5.90\|5.53\|233192;2026-07-17\|5.70\|0.53\|5.65\|5.87\|5.62\|216989;2026-07-20\|5.38\|-5.61\|5.63\|5.70\|5.38\|216509;2026-07-21\|5.43\|0.93\|5.40\|5.47\|4.90\|281106;2026-07-22\|5.22\|-3.87\|5.36\|5.40\|5.20\|160169;2026-07-23\|5.26\|0.77\|5.22\|5.28\|5.17\|108546;2026-07-24\|5.25\|-0.19\|5.26\|5.34\|5.19\|126463;2026-07-27\|5.32\|1.33\|5.26\|5.34\|5.19\|111291;2026-07-28\|5.32\|0.00\|5.23\|5.36\|5.22\|108657;2026-07-29\|5.74\|7.89\|5.33\|5.85\|5.32\|496448;2026-07-30\|5.58\|-2.79\|5.59\|5.77\|5.51\|324873;2026-07-31\|5.65\|1.25\|5.54\|5.72\|5.54\|202887;2026-08-03\|5.72\|1.24\|5.67\|5.78\|5.64\|151507;2026-08-04\|5.81\|1.57\|5.76\|5.83\|5.71\|191636;2026-08-05\|5.82\|0.17\|5.78\|5.85\|5.76\|197983;2026-08-06\|5.81\|-0.17\|5.83\|5.84\|5.71\|178437;2026-08-07\|5.72\|-1.55\|5.80\|5.80\|5.64\|150742;2026-08-10\|5.75\|0.52\|5.73\|5.77\|5.65\|127215;2026-08-11\|5.69\|-1.04\|5.72\|5.76\|5.65\|110774;2026-08-12\|5.88\|3.34\|5.68\|5.93\|5.67\|286427;2026-08-13\|5.89\|0.17\|5.87\|5.99\|5.80\|216988;2026-08-14\|5.78\|-1.87\|5.94\|5.95\|5.71\|159835;2026-08-17\|5.83\|0.87\|5.76\|5.83\|5.72\|127821;2026-08-18\|5.81\|-0.34\|5.81\|5.87\|5.76\|126260;2026-08-19\|5.53\|-4.82\|5.75\|5.79\|5.50\|163517;2026-08-20\|5.69\|2.89\|5.59\|5.74\|5.55\|136822;2026-08-21\|5.85\|2.81\|5.65\|5.88\|5.55\|194194;2026-08-24\|6.44\|10.09\|6.12\|6.44\|6.11\|831105;2026-08-25\|6.58\|2.17\|6.44\|6.71\|6.31\|745672;2026-08-26\|6.43\|-2.28\|6.49\|6.60\|6.43\|461773;2026-08-27\|6.51\|1.24\|6.40\|6.54\|6.36\|281328;2026-08-28\|6.41\|-1.54\|6.46\|6.56\|6.36\|249514;2026-08-31\|6.19\|-3.43\|6.34\|6.34\|6.13\|352569;2026-09-01\|6.26\|1.13\|6.16\|6.28\|6.15\|264766;2026-09-02\|6.15\|-1.76\|6.17\|6.22\|6.09\|213593;2026-09-03\|6.06\|-1.46\|6.15\|6.17\|6.04\|201241;2026-09-04\|6.02\|-0.66\|6.08\|6.10\|5.97\|238961;2026-09-07\|6.07\|0.83\|5.96\|6.11\|5.94\|220384;2026-09-08\|6.15\|1.32\|6.07\|6.16\|6.05\|231865;2026-09-09\|6.12\|-0.49\|6.10\|6.15\|5.96\|238899;2026-09-10\|5.85\|-4.41\|6.06\|6.08\|5.85\|264822;2026-09-11\|5.67\|-3.08\|5.76\|5.82\|5.61\|228228
117492	苹果寻求获准从长鑫存储购买内存芯片	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	2026-05-08\|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;2026-07-17\|23.40\|-10.00\|25.86\|26.08\|23.40\|88807;2026-07-20\|21.67\|-7.39\|23.89\|24.05\|21.21\|110061;2026-07-21\|23.07\|6.46\|22.02\|23.25\|20.27\|104008;2026-07-22\|22.78\|-1.26\|22.98\|23.71\|22.60\|75341;2026-07-23\|22.73\|-0.22\|22.78\|23.18\|22.20\|48342;2026-07-24\|25.00\|9.99\|22.43\|25.00\|22.27\|139308;2026-07-27\|23.38\|-6.48\|22.50\|23.88\|22.50\|147603;2026-07-28\|23.85\|2.01\|23.06\|25.00\|22.94\|140866;2026-07-29\|22.48\|-5.74\|22.95\|23.55\|21.61\|131896;2026-07-30\|21.11\|-6.09\|22.13\|22.40\|21.11\|91836;2026-07-31\|21.91\|3.79\|22.20\|22.67\|21.91\|97511;2026-08-03\|21.43\|-2.19\|22.04\|22.06\|21.33\|54771;2026-08-04\|22.41\|4.57\|21.51\|22.49\|21.51\|58276;2026-08-05\|23.52\|4.95\|22.51\|23.80\|22.48\|67431;2026-08-06\|23.62\|0.43\|23.37\|23.94\|23.08\|50299;2026-08-07\|24.11\|2.07\|23.64\|24.26\|23.32\|55204;2026-08-10\|24.07\|-0.17\|24.12\|24.35\|23.70\|37341;2026-08-11\|23.80\|-1.12\|23.93\|24.20\|23.77\|31574;2026-08-12\|23.90\|0.42\|23.80\|24.09\|23.76\|27602;2026-08-13\|23.26\|-2.68\|24.00\|24.09\|23.26\|35093;2026-08-14\|24.12\|3.70\|23.42\|24.14\|23.37\|46833;2026-08-17\|25.13\|4.19\|24.13\|25.18\|24.01\|51279;2026-08-18\|24.74\|-1.55\|25.45\|25.45\|24.53\|40728;2026-08-19\|22.94\|-7.28\|24.30\|24.38\|22.80\|55000;2026-08-20\|22.95\|0.04\|23.21\|23.45\|22.80\|32459;2026-08-21\|23.25\|1.31\|22.77\|23.26\|22.42\|26049;2026-08-24\|23.19\|-0.26\|23.39\|23.57\|22.77\|30110;2026-08-25\|24.00\|3.49\|23.20\|24.14\|22.54\|51919;2026-08-26\|23.96\|-0.17\|23.88\|24.33\|23.74\|33536;2026-08-27\|24.58\|2.59\|23.97\|25.02\|23.85\|35754;2026-08-28\|24.12\|-1.87\|24.58\|24.61\|23.97\|37063;2026-08-31\|24.48\|1.49\|23.75\|24.63\|23.75\|41088;2026-09-01\|24.47\|-0.04\|24.35\|24.68\|24.20\|32113;2026-09-02\|24.22\|-1.02\|24.23\|24.45\|24.03\|26174;2026-09-03\|24.48\|1.07\|24.37\|24.68\|24.11\|28275;2026-09-04\|24.30\|-0.74\|24.59\|24.89\|24.05\|33600;2026-09-07\|24.32\|0.08\|24.30\|24.66\|24.11\|26587;2026-09-08\|24.15\|-0.70\|24.32\|24.50\|23.94\|21219;2026-09-09\|24.66\|2.11\|24.05\|24.77\|24.03\|38440;2026-09-10\|24.33\|-1.34\|24.45\|24.62\|24.12\|19794;2026-09-11\|23.04\|-5.30\|24.31\|24.33\|22.96\|44996
117491	苹果寻求获准从长鑫存储购买内存芯片	半导体超纯水膜+盐湖提锂+膜材料+央企行业原因：据上证报6月9日报道，智利5月碳酸锂出口至中国的数量环比大幅减少40.8%，超出市场预期。储能产业是当前碳酸锂市场最大看点，也是拉动碳酸锂需求增长的核心引擎。公司原因： 1、据2026年6月1日及6月5日投资者关系活动记录表，公司超纯水系列膜产品已应用于半导体芯片等高端制造领域，正积极推进进口替代，产品性能取得显著进步并已实现应用。 2、据2026年4月8日公告，2026年1-3月新签膜分离工程业务合同中，盐湖提锂领域合同金额为954.89万元；据2026年5月11日投资者关系活动记录表，公司在盐湖提锂方面具备特色工艺解决方案，材料和工程端均有实质性业务落地。 3、据2025年年报，公司是国内反渗透膜及纳滤膜龙头，产品覆盖海水淡化、工业超纯水、新能源浓缩分离等场景，销售规模连续多年居国产品牌首位。 4、公司控股股东为中车产业投资有限公司，实际控制人为国务院国有资产监督管理委员会。	1、公司的超纯水系列膜产品是较为成熟的系列产品，已应用于半导体芯片等对水质要求极高的高端制造领域； 2、公司膜产品在盐湖提锂领域已实现了成熟的应用，并承接了多个液体物料浓缩分离纯化的工程项目	2026-05-08\|11.88\|1.28\|11.65\|11.94\|11.64\|49038;2026-05-11\|11.98\|0.84\|11.92\|11.99\|11.81\|61808;2026-05-12\|11.45\|-4.42\|11.98\|11.99\|11.40\|88235;2026-05-13\|11.65\|1.75\|11.45\|11.70\|11.38\|58534;2026-05-14\|11.46\|-1.63\|11.65\|11.70\|11.46\|50508;2026-05-15\|11.23\|-2.01\|11.52\|11.55\|11.15\|63139;2026-05-18\|11.07\|-1.42\|11.21\|11.21\|10.98\|50080;2026-05-19\|11.14\|0.63\|11.10\|11.15\|10.95\|41185;2026-05-20\|11.02\|-1.08\|11.08\|11.16\|10.92\|36287;2026-05-21\|10.76\|-2.36\|11.01\|11.23\|10.73\|52865;2026-05-22\|11.30\|5.02\|10.84\|11.34\|10.68\|60807;2026-05-25\|11.69\|3.45\|11.90\|12.15\|11.40\|177377;2026-05-26\|11.78\|0.77\|11.90\|12.60\|11.60\|148111;2026-05-27\|11.71\|-0.59\|11.79\|11.94\|11.55\|121872;2026-05-28\|12.88\|9.99\|11.79\|12.88\|11.70\|172124;2026-05-29\|12.85\|-0.23\|13.07\|14.10\|12.80\|419040;2026-06-01\|12.26\|-4.59\|12.78\|13.10\|12.26\|243526;2026-06-02\|12.28\|0.16\|12.53\|12.80\|12.01\|179113;2026-06-03\|12.33\|0.41\|12.28\|12.63\|12.15\|166030;2026-06-04\|12.42\|0.73\|12.03\|12.69\|11.89\|167378;2026-06-05\|12.36\|-0.48\|12.30\|12.76\|12.29\|169570;2026-06-08\|11.80\|-4.53\|11.88\|12.49\|11.62\|149830;2026-06-09\|12.98\|10.00\|12.05\|12.98\|12.02\|117654;2026-06-10\|13.82\|6.47\|12.93\|13.88\|12.64\|416763;2026-06-11\|13.58\|-1.74\|13.35\|13.62\|12.90\|272085;2026-06-12\|14.40\|6.04\|13.45\|14.40\|13.45\|365647;2026-06-15\|14.29\|-0.76\|14.12\|14.59\|13.83\|336315;2026-06-16\|14.35\|1.56\|13.93\|14.92\|13.50\|374672;2026-06-17\|15.04\|4.81\|14.00\|15.39\|13.89\|333788;2026-06-18\|15.01\|-0.20\|14.77\|15.22\|14.50\|265450;2026-06-22\|14.11\|-6.00\|14.79\|14.86\|13.51\|377377;2026-06-23\|14.01\|-0.71\|14.04\|14.34\|13.63\|241520;2026-06-24\|13.69\|-2.28\|13.60\|14.06\|13.30\|195220;2026-06-25\|13.40\|-2.12\|13.62\|13.88\|13.16\|194600;2026-06-26\|14.27\|6.49\|13.35\|14.74\|13.27\|334239;2026-06-29\|15.70\|10.02\|14.56\|15.70\|14.34\|198688;2026-06-30\|16.46\|4.84\|15.85\|16.60\|15.20\|494412;2026-07-01\|15.29\|-7.11\|15.99\|16.16\|15.12\|354444;2026-07-02\|14.87\|-2.75\|14.79\|15.36\|14.01\|251525;2026-07-03\|13.40\|-9.89\|14.65\|14.80\|13.38\|331710;2026-07-06\|12.21\|-8.88\|13.27\|13.29\|12.15\|270629;2026-07-07\|11.94\|-2.21\|12.23\|12.38\|11.90\|155211;2026-07-08\|11.35\|-4.94\|11.99\|12.06\|11.34\|140187;2026-07-09\|11.59\|2.11\|11.40\|11.65\|11.18\|151512;2026-07-10\|12.75\|10.01\|11.97\|12.75\|11.97\|141482;2026-07-13\|14.03\|10.04\|12.74\|14.03\|12.68\|479853;2026-07-14\|13.80\|-1.64\|13.70\|14.19\|13.23\|412448;2026-07-15\|12.86\|-6.81\|13.90\|13.94\|12.83\|300574;2026-07-16\|14.15\|10.03\|12.71\|14.15\|12.60\|167776;2026-07-17\|14.00\|-1.06\|14.07\|15.24\|13.92\|642394;2026-07-20\|12.60\|-10.00\|13.76\|14.12\|12.60\|485386;2026-07-21\|12.19\|-3.25\|12.41\|12.48\|11.34\|452441;2026-07-22\|11.88\|-2.54\|11.86\|12.08\|11.70\|264143;2026-07-23\|12.00\|1.01\|11.96\|12.21\|11.81\|190221;2026-07-24\|11.63\|-3.08\|11.71\|12.10\|11.61\|145215;2026-07-27\|11.93\|2.58\|11.58\|11.93\|11.20\|151050;2026-07-28\|11.42\|-4.27\|11.80\|12.10\|11.36\|155236;2026-07-29\|11.25\|-1.49\|11.43\|11.49\|10.93\|171471;2026-07-30\|10.50\|-6.67\|11.17\|11.22\|10.44\|198727;2026-07-31\|10.71\|2.00\|10.89\|11.18\|10.71\|135549;2026-08-03\|10.83\|1.12\|10.74\|10.87\|10.64\|80435;2026-08-04\|11.13\|2.77\|10.94\|11.16\|10.84\|97534;2026-08-05\|11.45\|2.88\|11.15\|11.46\|11.07\|127769;2026-08-06\|11.55\|0.87\|11.32\|11.55\|11.31\|114618;2026-08-07\|11.60\|0.43\|11.58\|11.60\|11.24\|102658;2026-08-10\|11.67\|0.60\|11.51\|11.68\|11.46\|80188;2026-08-11\|11.62\|-0.43\|11.61\|11.75\|11.46\|80402;2026-08-12\|11.82\|1.72\|11.57\|11.82\|11.55\|69070;2026-08-13\|11.55\|-2.28\|11.88\|11.90\|11.51\|88195;2026-08-14\|11.74\|1.65\|11.56\|11.75\|11.53\|57308;2026-08-17\|11.90\|1.36\|11.73\|11.91\|11.55\|71623;2026-08-18\|11.78\|-1.01\|11.90\|11.97\|11.68\|54862;2026-08-19\|11.15\|-5.35\|11.59\|11.62\|11.10\|81053;2026-08-20\|11.09\|-0.54\|11.21\|11.30\|11.03\|53679;2026-08-21\|11.50\|3.70\|11.15\|11.64\|11.11\|114013;2026-08-24\|11.32\|-1.57\|11.42\|11.53\|11.16\|73733;2026-08-25\|11.41\|0.80\|11.25\|11.48\|11.12\|51973;2026-08-26\|11.45\|0.35\|11.43\|11.55\|11.37\|59765;2026-08-27\|11.53\|0.70\|11.41\|11.60\|11.35\|62153;2026-08-28\|11.59\|0.52\|11.55\|11.65\|11.49\|63473;2026-08-31\|11.70\|0.95\|11.48\|11.73\|11.41\|64688;2026-09-01\|11.60\|-0.85\|11.75\|11.81\|11.54\|58975;2026-09-02\|11.51\|-0.78\|11.51\|11.58\|11.39\|44512;2026-09-03\|11.52\|0.09\|11.56\|11.64\|11.33\|53378;2026-09-04\|11.33\|-1.65\|11.51\|11.74\|11.27\|70062;2026-09-07\|11.31\|-0.18\|11.29\|11.42\|11.20\|51266;2026-09-08\|11.42\|0.97\|11.32\|11.52\|11.27\|53031;2026-09-09\|11.65\|2.01\|11.42\|11.66\|11.36\|73092;2026-09-10\|11.53\|-1.03\|11.64\|11.66\|11.46\|46681;2026-09-11\|11.27\|-2.25\|11.41\|11.44\|11.08\|67959
117490	苹果寻求获准从长鑫存储购买内存芯片	拟收购恒泰柯半导体+功率半导体涨价+AI算力 1、据2026年6月29日公告，公司拟通过发行股份方式购买恒泰柯半导体100%股权并募集配套资金，6月29日复牌。本次交易旨在补足中高压功率半导体器件技术短板，形成覆盖低压至高压的完整功率器件产品体系。 2、据证券时报网2026年6月30日报道，多家功率半导体厂商将在7月1日调整产品价格，全球近20家模拟及功率半导体企业启动新一轮涨价；据2026年6月17日评级报告，公司主要从事半导体分立器件研发、生产和销售，主营小信号器件及功率器件等。 3、据2026年6月1日互动易，公司主营的高压整流桥、功率MOS等核心元器件可广泛用于AI服务器、大型算力集群等高负载电源场景，产品已由业内头部电源方案商间接进入主流AI服务器供应链，成功配套应用于算力服务器电源系统。	公司拟收购恒泰柯100%股权，标的是一家主要从事功率半导体产品的研究、开发、销售并提供相关技术咨询和技术服务的国家级专精特新“小巨人”企业	2026-05-08\|39.64\|-1.10\|39.68\|39.79\|38.88\|29923;2026-05-11\|40.12\|1.21\|39.99\|41.08\|39.77\|42468;2026-05-12\|39.85\|-0.67\|40.15\|40.76\|39.20\|28278;2026-05-13\|40.25\|1.00\|39.78\|40.70\|38.82\|38055;2026-05-14\|42.07\|4.52\|40.31\|43.15\|40.04\|65104;2026-05-15\|43.33\|3.00\|41.99\|45.00\|41.62\|68170;2026-05-18\|42.56\|-1.78\|42.77\|43.95\|40.68\|57812;2026-05-19\|43.39\|1.95\|42.47\|43.56\|40.70\|48196;2026-05-20\|44.15\|1.75\|43.39\|44.94\|42.91\|53578;2026-05-21\|40.50\|-8.27\|44.51\|44.98\|40.33\|60152;2026-05-22\|42.00\|3.70\|41.03\|42.28\|40.30\|41272;2026-05-25\|43.76\|4.19\|41.72\|44.30\|40.91\|46937;2026-05-26\|43.98\|0.50\|44.29\|44.50\|42.63\|52704;2026-05-27\|41.90\|-4.73\|43.55\|45.10\|40.99\|63305;2026-05-28\|43.05\|2.74\|41.91\|43.48\|40.92\|48422;2026-05-29\|38.75\|-9.99\|43.55\|43.55\|38.59\|64321;2026-06-01\|39.74\|2.55\|38.57\|40.85\|38.35\|55617;2026-06-02\|38.63\|-2.79\|39.46\|40.29\|38.22\|29186;2026-06-03\|39.61\|2.54\|38.63\|40.19\|38.52\|32257;2026-06-04\|40.13\|1.31\|39.40\|41.12\|39.00\|24654;2026-06-05\|40.42\|0.72\|39.60\|41.44\|39.11\|23850;2026-06-08\|37.80\|-6.48\|39.16\|39.57\|36.90\|38480;2026-06-09\|39.43\|4.31\|38.31\|39.60\|37.05\|30026;2026-06-10\|42.85\|8.67\|39.04\|42.88\|38.50\|54529;2026-06-11\|46.82\|9.26\|42.00\|47.24\|41.80\|77972;2026-06-29\|55.88\|19.99\|55.88\|55.88\|55.88\|15646;2026-06-30\|64.72\|15.82\|66.00\|66.00\|58.47\|207077;2026-07-01\|77.50\|19.75\|59.95\|77.66\|59.95\|259000;2026-07-02\|80.00\|3.23\|69.96\|85.06\|68.01\|181869;2026-07-03\|68.03\|-14.96\|78.00\|79.00\|67.00\|158489;2026-07-06\|80.75\|18.70\|69.00\|80.80\|69.00\|163433;2026-07-07\|75.15\|-6.93\|78.22\|78.68\|71.68\|123987;2026-07-08\|66.80\|-11.11\|75.79\|75.79\|65.15\|128828;2026-07-09\|67.34\|0.81\|66.66\|69.88\|63.20\|132632;2026-07-10\|58.31\|-13.41\|65.33\|67.82\|57.93\|160988;2026-07-13\|53.17\|-8.81\|58.00\|59.98\|52.41\|114036;2026-07-14\|53.20\|0.06\|53.65\|54.69\|51.05\|82483;2026-07-15\|47.36\|-10.98\|54.16\|54.50\|46.80\|102336;2026-07-16\|44.75\|-5.51\|46.00\|48.50\|44.33\|86600;2026-07-17\|39.94\|-10.75\|44.66\|45.60\|39.73\|94857;2026-07-20\|37.03\|-7.29\|43.47\|43.70\|35.70\|109881;2026-07-21\|40.56\|9.53\|38.05\|41.33\|32.27\|166358;2026-07-22\|37.88\|-6.61\|39.27\|40.71\|37.49\|153197;2026-07-23\|36.37\|-3.99\|38.00\|38.38\|36.08\|82859;2026-07-24\|36.79\|1.15\|35.70\|38.47\|35.26\|85906;2026-07-27\|37.49\|1.90\|36.15\|37.54\|35.28\|69209;2026-07-28\|34.65\|-7.58\|36.31\|37.81\|34.40\|67241;2026-07-29\|34.65\|0.00\|34.56\|34.86\|32.64\|78752;2026-07-30\|31.41\|-9.35\|34.22\|34.50\|31.02\|94849;2026-07-31\|32.80\|4.43\|33.21\|34.68\|32.79\|105885;2026-08-03\|31.34\|-4.45\|32.32\|32.78\|30.98\|84275;2026-08-04\|34.49\|10.05\|31.70\|34.78\|31.67\|95448;2026-08-05\|37.13\|7.65\|34.31\|37.59\|34.01\|103163;2026-08-06\|38.60\|3.96\|36.96\|38.87\|36.51\|90371;2026-08-07\|40.62\|5.23\|38.55\|40.95\|37.73\|107958;2026-08-10\|40.25\|-0.91\|41.60\|42.31\|39.02\|115360;2026-08-11\|40.11\|-0.35\|39.79\|41.44\|39.50\|94254;2026-08-12\|41.07\|2.39\|40.13\|41.60\|40.13\|72421;2026-08-13\|39.79\|-3.12\|41.44\|42.30\|39.60\|82381;2026-08-14\|40.77\|2.46\|40.21\|41.06\|39.74\|62589;2026-08-17\|41.93\|2.85\|40.99\|41.97\|40.42\|81793;2026-08-18\|42.78\|2.03\|41.97\|43.11\|41.80\|106041;2026-08-19\|39.90\|-6.73\|41.28\|42.06\|39.46\|85529;2026-08-20\|39.69\|-0.53\|40.49\|40.67\|39.08\|57382;2026-08-21\|40.33\|1.61\|39.36\|40.80\|39.16\|51435;2026-08-24\|39.40\|-2.31\|40.12\|40.58\|38.24\|52337;2026-08-25\|39.40\|0.00\|38.70\|39.78\|37.42\|44713;2026-08-26\|38.75\|-1.65\|39.45\|39.52\|38.06\|38794;2026-08-27\|40.65\|4.90\|38.92\|40.79\|38.61\|55424;2026-08-28\|39.90\|-1.84\|40.65\|41.82\|39.81\|53279;2026-08-31\|40.63\|1.83\|39.21\|40.88\|38.66\|48601;2026-09-01\|39.06\|-3.86\|40.67\|40.67\|38.58\|48122;2026-09-02\|38.30\|-1.95\|38.68\|38.88\|37.66\|34929;2026-09-03\|38.35\|0.13\|38.57\|38.99\|37.75\|35464;2026-09-04\|37.22\|-2.95\|38.81\|41.20\|36.93\|85030;2026-09-07\|38.22\|2.69\|37.99\|38.76\|37.51\|48653;2026-09-08\|37.88\|-0.89\|38.15\|38.59\|37.14\|40848;2026-09-09\|37.70\|-0.48\|38.46\|39.19\|37.43\|39510;2026-09-10\|37.17\|-1.41\|37.43\|37.99\|37.02\|33430;2026-09-11\|36.39\|-2.10\|36.68\|37.00\|34.88\|49970

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