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
117208		算力中心+家装AI+摘帽申请行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月28日年报，公司2025年完成重整，2025年归母净利润3644.52万元，净资产转正，同日董事会决议向深交所申请撤销退市风险警示。 2、据2025年12月22日重整计划，产业投资人华著科技承诺将其智算中心资产无偿捐赠并协助公司在2026年6月30日前具备承接算力中心集成服务订单条件，未来全部新订单由公司承接。 3、据2026年4月28日年报，公司为中国A股首家家装上市公司，拥有93项软件著作权，星耀SaaS系统实现AI设计、供应链直采、模块化施工闭环，深耕高端地产及豪宅市场。	控股股东拟向公司无偿捐赠的和林格尔智算中心	2026-05-11\|12.40\|-4.17\|12.65\|12.80\|12.34\|201251;2026-05-12\|12.30\|-0.81\|12.38\|12.63\|12.20\|159124;2026-05-13\|12.92\|5.04\|12.38\|12.92\|12.32\|213297;2026-05-14\|13.57\|5.03\|13.16\|13.57\|13.00\|168655;2026-05-15\|13.66\|0.66\|13.79\|14.24\|13.39\|297643;2026-05-18\|13.16\|-3.66\|13.46\|13.57\|12.99\|148891;2026-05-19\|13.82\|5.02\|13.37\|13.82\|13.13\|153345;2026-05-20\|14.26\|3.18\|13.82\|14.49\|13.63\|180509;2026-05-21\|13.55\|-4.98\|14.08\|14.19\|13.55\|176834;2026-05-22\|13.99\|3.25\|13.58\|14.20\|13.30\|144067;2026-05-25\|13.65\|-2.43\|13.87\|13.95\|13.51\|114253;2026-05-26\|13.04\|-4.47\|13.65\|13.65\|12.97\|163132;2026-05-27\|12.39\|-4.98\|12.93\|12.99\|12.39\|159237;2026-05-28\|12.54\|1.21\|12.35\|12.80\|12.19\|132847;2026-05-29\|11.91\|-5.02\|12.45\|12.50\|11.91\|145856;2026-06-01\|11.73\|-1.51\|11.51\|11.98\|11.51\|111978;2026-06-02\|12.32\|5.03\|11.92\|12.32\|11.66\|167538;2026-06-03\|11.78\|-4.38\|12.20\|12.20\|11.70\|162476;2026-06-04\|11.43\|-2.97\|11.78\|11.92\|11.21\|123826;2026-06-05\|11.54\|0.96\|11.44\|11.78\|11.13\|94925;2026-06-08\|11.25\|-2.51\|11.11\|11.58\|10.96\|106178;2026-06-09\|10.71\|-4.80\|11.20\|11.36\|10.70\|127516;2026-06-10\|10.17\|-5.04\|10.66\|10.66\|10.17\|99004;2026-06-11\|10.23\|0.59\|10.31\|10.43\|9.72\|138480;2026-06-12\|10.39\|1.56\|10.30\|10.68\|10.15\|111163;2026-06-15\|10.45\|0.58\|10.12\|10.58\|10.12\|79709;2026-06-16\|10.54\|0.86\|10.30\|10.66\|10.06\|140297;2026-06-17\|10.35\|-1.80\|10.50\|10.78\|10.23\|110731;2026-06-18\|10.87\|5.02\|10.60\|10.87\|10.56\|83701;2026-06-22\|11.03\|1.47\|11.10\|11.38\|10.70\|153742;2026-06-23\|10.98\|-0.45\|10.85\|11.29\|10.82\|98309;2026-06-24\|11.53\|5.01\|11.00\|11.53\|10.73\|150892;2026-06-25\|12.08\|4.77\|11.70\|12.11\|11.70\|164129;2026-06-26\|12.68\|4.97\|11.87\|12.68\|11.80\|166623;2026-06-29\|12.15\|-4.18\|12.68\|12.92\|12.06\|151797;2026-06-30\|12.67\|4.28\|12.02\|12.76\|11.72\|135291;2026-07-01\|12.16\|-4.03\|12.50\|12.74\|12.12\|129516;2026-07-02\|12.42\|2.14\|11.98\|12.68\|11.83\|116447;2026-07-03\|12.79\|2.98\|12.31\|12.95\|12.20\|114005;2026-07-06\|12.44\|-2.74\|12.54\|12.86\|12.33\|91065;2026-07-07\|11.29\|-9.24\|12.24\|12.40\|11.20\|154019;2026-07-08\|11.39\|0.89\|11.00\|11.70\|10.85\|132249;2026-07-09\|10.88\|-4.48\|11.31\|11.43\|10.75\|140527;2026-07-10\|10.97\|0.83\|10.88\|11.30\|10.73\|105942;2026-07-13\|10.29\|-6.20\|10.88\|11.09\|10.16\|120088;2026-07-14\|10.10\|-1.85\|10.40\|10.40\|9.87\|138100;2026-07-15\|10.18\|0.79\|10.28\|10.46\|10.06\|91174;2026-07-16\|10.03\|-1.47\|9.99\|10.35\|9.91\|78013;2026-07-20\|9.03\|-9.97\|10.19\|10.40\|9.03\|202036;2026-07-21\|9.06\|0.33\|8.56\|9.74\|8.13\|317266;2026-07-22\|8.78\|-3.09\|8.94\|9.48\|8.68\|186090;2026-07-23\|9.66\|10.02\|9.01\|9.66\|8.93\|162129;2026-07-24\|9.36\|-3.11\|10.21\|10.37\|9.36\|291366;2026-07-27\|9.67\|3.31\|9.96\|10.28\|9.42\|233317;2026-07-28\|8.83\|-8.69\|9.48\|9.61\|8.75\|243615;2026-07-29\|9.06\|2.60\|8.85\|9.32\|8.70\|217434;2026-07-30\|8.82\|-2.65\|8.97\|9.32\|8.82\|170220;2026-07-31\|9.27\|5.10\|9.04\|9.55\|9.04\|212392;2026-08-03\|9.24\|-0.32\|9.34\|9.61\|9.16\|178148;2026-08-04\|9.67\|4.65\|9.39\|9.86\|9.30\|239827;2026-08-05\|10.00\|3.41\|9.60\|10.33\|9.60\|225037;2026-08-06\|9.78\|-2.20\|9.93\|9.93\|9.64\|176389;2026-08-07\|9.73\|-0.51\|9.68\|9.86\|9.58\|157897;2026-08-10\|9.60\|-1.34\|9.73\|9.73\|9.39\|156655;2026-08-11\|9.78\|1.88\|9.51\|9.95\|9.45\|180996;2026-08-12\|10.09\|3.17\|9.76\|10.14\|9.76\|141880;2026-08-13\|10.15\|0.59\|10.14\|10.50\|10.05\|210170;2026-08-14\|10.30\|1.48\|10.30\|10.34\|10.00\|178319;2026-08-17\|10.25\|-0.49\|10.49\|10.54\|9.95\|198891;2026-08-18\|9.94\|-3.02\|10.12\|10.39\|9.89\|164307;2026-08-19\|9.33\|-6.14\|9.77\|9.88\|9.29\|180994;2026-08-20\|9.45\|1.29\|9.46\|9.56\|9.30\|127635;2026-08-21\|9.31\|-1.48\|9.35\|9.48\|9.16\|119589;2026-08-24\|9.05\|-2.79\|9.48\|9.55\|8.99\|142583;2026-08-25\|9.96\|10.06\|8.95\|9.96\|8.87\|157511;2026-08-26\|9.71\|-2.51\|10.00\|10.38\|9.68\|264829;2026-08-27\|9.68\|-0.31\|9.69\|9.82\|9.57\|157141;2026-08-28\|9.60\|-0.83\|9.60\|9.74\|9.51\|92799;2026-08-31\|9.48\|-1.25\|9.51\|9.60\|9.36\|90984;2026-09-01\|9.45\|-0.32\|9.43\|9.52\|9.38\|85005;2026-09-02\|9.53\|0.85\|9.30\|9.67\|9.19\|129436;2026-09-03\|9.24\|-3.04\|9.55\|9.56\|9.18\|104348;2026-09-04\|9.18\|-0.65\|9.27\|9.42\|9.15\|84149;2026-09-07\|9.83\|7.08\|9.10\|10.10\|9.09\|379465;2026-09-08\|9.87\|0.41\|9.92\|10.29\|9.80\|314503;2026-09-09\|9.70\|-1.72\|9.95\|9.99\|9.59\|160652;2026-09-10\|9.55\|-1.55\|9.58\|9.70\|9.41\|137371;2026-09-11\|9.61\|0.63\|9.40\|9.76\|9.16\|187878;2026-09-14\|9.93\|3.33\|9.55\|10.10\|9.52\|170672
117207		申请撤销ST+物业管理+固废资源化行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月24日互动易，公司主要银行账户已全部完成解冻，日常经营资金收付已恢复正常；据2026年6月29日公告，公司已就触及的股票交易其他风险警示事项向深交所提交撤销全部申请，目前尚需审核。 2、据2026年4月23日年报及2026年5月8日机构调研，公司聚焦科技园区物业管理服务主业，打造“园区管理+招商运营+政策赋能”三位一体的产业生态体系。 3、据2026年4月23日年报及2026年5月8日机构调研，公司开拓环境保护与资源循环再生产业，聚焦固废处理与资源再生利用，培育第二增长曲线。	公司申请撤销股票交易其他风险警示	2026-05-11\|3.07\|-0.65\|3.10\|3.14\|3.07\|140768;2026-05-12\|3.03\|-1.30\|3.09\|3.11\|3.03\|139107;2026-05-13\|3.06\|0.99\|3.07\|3.11\|3.02\|128789;2026-05-14\|3.02\|-1.31\|3.06\|3.07\|3.01\|129845;2026-05-15\|3.03\|0.33\|3.05\|3.06\|2.99\|110831;2026-05-18\|3.18\|4.95\|3.04\|3.18\|2.98\|214566;2026-05-19\|3.09\|-2.83\|3.18\|3.18\|3.08\|162929;2026-05-20\|3.10\|0.32\|3.08\|3.18\|3.04\|122424;2026-05-21\|3.05\|-1.61\|3.10\|3.13\|3.05\|91272;2026-05-22\|3.08\|0.98\|3.04\|3.09\|3.03\|66072;2026-05-25\|3.02\|-1.95\|3.09\|3.09\|3.01\|101652;2026-05-26\|2.99\|-0.99\|3.02\|3.04\|2.98\|80377;2026-05-27\|2.99\|0.00\|3.00\|3.02\|2.97\|54802;2026-05-28\|2.96\|-1.00\|2.99\|2.99\|2.95\|76641;2026-05-29\|2.96\|0.00\|2.98\|3.05\|2.94\|103688;2026-06-01\|3.00\|1.35\|2.95\|3.03\|2.94\|88901;2026-06-02\|2.99\|-0.33\|2.99\|2.99\|2.95\|72595;2026-06-03\|2.97\|-0.67\|2.99\|3.00\|2.95\|64912;2026-06-04\|2.94\|-1.01\|2.95\|2.96\|2.94\|65728;2026-06-05\|2.94\|0.00\|2.94\|2.96\|2.93\|57106;2026-06-08\|2.84\|-3.40\|2.92\|2.92\|2.83\|98815;2026-06-09\|2.78\|-2.11\|2.85\|2.88\|2.78\|73436;2026-06-10\|2.73\|-1.80\|2.80\|2.84\|2.68\|113748;2026-06-11\|2.63\|-3.66\|2.69\|2.72\|2.60\|100460;2026-06-12\|2.62\|-0.38\|2.63\|2.67\|2.61\|84467;2026-06-15\|2.60\|-0.76\|2.60\|2.67\|2.58\|90949;2026-06-16\|2.55\|-1.92\|2.61\|2.61\|2.53\|124118;2026-06-17\|2.52\|-1.18\|2.56\|2.63\|2.52\|122238;2026-06-18\|2.50\|-0.79\|2.56\|2.56\|2.46\|123894;2026-06-22\|2.38\|-4.80\|2.49\|2.49\|2.38\|146289;2026-06-23\|2.50\|5.04\|2.50\|2.50\|2.50\|19354;2026-06-24\|2.63\|5.20\|2.63\|2.63\|2.63\|11030;2026-06-25\|2.76\|4.94\|2.76\|2.76\|2.76\|57045;2026-06-26\|2.90\|5.07\|2.85\|2.90\|2.77\|357492;2026-06-29\|3.05\|5.17\|2.97\|3.05\|2.88\|303254;2026-06-30\|3.20\|4.92\|3.19\|3.20\|3.09\|208952;2026-07-01\|3.36\|5.00\|3.36\|3.36\|3.28\|117367;2026-07-02\|3.27\|-2.68\|3.53\|3.53\|3.21\|601255;2026-07-03\|3.43\|4.89\|3.22\|3.43\|3.19\|326613;2026-07-06\|3.26\|-4.96\|3.40\|3.51\|3.19\|355648;2026-07-07\|3.22\|-1.23\|3.28\|3.38\|3.16\|208966;2026-07-08\|3.15\|-2.17\|3.21\|3.22\|3.11\|165198;2026-07-09\|3.15\|0.00\|3.12\|3.23\|3.11\|152837;2026-07-10\|3.27\|3.81\|3.12\|3.30\|3.10\|176797;2026-07-13\|3.10\|-5.20\|3.26\|3.26\|3.07\|176794;2026-07-14\|3.08\|-0.65\|3.09\|3.14\|3.05\|108286;2026-07-15\|3.05\|-0.97\|3.09\|3.10\|3.03\|86219;2026-07-16\|3.05\|0.00\|3.04\|3.07\|2.99\|91476;2026-07-17\|2.99\|-1.97\|3.04\|3.10\|2.98\|139789;2026-07-20\|2.73\|-8.70\|3.00\|3.00\|2.69\|195148;2026-07-21\|2.76\|1.10\|2.74\|2.83\|2.64\|145715;2026-07-22\|2.79\|1.09\|2.75\|2.82\|2.72\|81753;2026-07-23\|2.86\|2.51\|2.80\|2.87\|2.79\|89893;2026-07-24\|2.80\|-2.10\|2.84\|2.86\|2.80\|51981;2026-07-27\|2.86\|2.14\|2.81\|2.86\|2.80\|61241;2026-07-28\|2.85\|-0.35\|2.85\|2.89\|2.82\|50469;2026-07-29\|2.94\|3.16\|2.86\|3.06\|2.84\|144229;2026-07-30\|2.98\|1.36\|2.97\|3.04\|2.94\|92969;2026-07-31\|3.05\|2.35\|2.99\|3.05\|2.96\|79065;2026-08-03\|3.11\|1.97\|3.05\|3.14\|3.03\|84310;2026-08-04\|3.14\|0.96\|3.13\|3.16\|3.08\|69858;2026-08-05\|3.18\|1.27\|3.12\|3.20\|3.12\|82920;2026-08-06\|3.23\|1.57\|3.18\|3.23\|3.13\|122988;2026-08-07\|3.20\|-0.93\|3.20\|3.22\|3.16\|103015;2026-08-10\|3.16\|-1.25\|3.19\|3.20\|3.12\|105572;2026-08-11\|3.16\|0.00\|3.15\|3.18\|3.13\|54859;2026-08-12\|3.17\|0.32\|3.16\|3.18\|3.13\|60912;2026-08-13\|3.19\|0.63\|3.17\|3.21\|3.14\|56915;2026-08-14\|3.19\|0.00\|3.20\|3.22\|3.16\|58081;2026-08-17\|3.24\|1.57\|3.20\|3.30\|3.15\|91319;2026-08-18\|3.24\|0.00\|3.25\|3.25\|3.20\|69098;2026-08-19\|3.14\|-3.09\|3.24\|3.25\|3.13\|78407;2026-08-20\|3.19\|1.59\|3.16\|3.19\|3.14\|65761;2026-08-21\|3.19\|0.00\|3.16\|3.19\|3.15\|42421;2026-08-24\|3.13\|-1.88\|3.17\|3.19\|3.12\|69280;2026-08-25\|3.14\|0.32\|3.13\|3.15\|3.12\|39821;2026-08-26\|3.17\|0.96\|3.14\|3.17\|3.13\|44168;2026-08-27\|3.19\|0.63\|3.17\|3.19\|3.15\|44641;2026-08-28\|3.18\|-0.31\|3.18\|3.24\|3.15\|68445;2026-08-31\|3.14\|-1.26\|3.21\|3.21\|3.13\|57261;2026-09-01\|3.11\|-0.96\|3.15\|3.15\|3.10\|70402;2026-09-02\|3.10\|-0.32\|3.08\|3.12\|3.07\|40948;2026-09-03\|3.06\|-1.29\|3.08\|3.10\|3.05\|55717;2026-09-04\|3.10\|1.31\|3.04\|3.11\|3.04\|67697;2026-09-07\|3.10\|0.00\|3.07\|3.12\|3.06\|45205;2026-09-08\|3.07\|-0.97\|3.10\|3.12\|3.07\|52800;2026-09-09\|3.05\|-0.65\|3.07\|3.09\|3.05\|30096;2026-09-10\|3.04\|-0.33\|3.04\|3.07\|3.00\|42233;2026-09-11\|3.00\|-1.32\|3.02\|3.03\|2.98\|68053;2026-09-14\|2.99\|-0.33\|2.99\|3.00\|2.95\|39233
117206	消息称台积电先进制程代工将全线涨价	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	2026-05-11\|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;2026-09-14\|100.10\|0.02\|97.83\|100.72\|96.08\|48660
117205	消息称台积电先进制程代工将全线涨价	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-05-11\|112.88\|8.96\|104.03\|115.89\|103.66\|242042;2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570;2026-07-13\|141.06\|-3.10\|148.48\|149.99\|140.00\|134918;2026-07-14\|140.00\|-0.75\|141.71\|144.68\|132.01\|121001;2026-07-15\|132.54\|-5.33\|142.01\|142.85\|130.58\|97930;2026-07-16\|121.11\|-8.62\|127.23\|132.82\|120.03\|141968;2026-07-17\|106.06\|-12.43\|119.09\|121.66\|104.77\|139710;2026-07-20\|92.35\|-12.93\|110.00\|111.40\|89.24\|162227;2026-07-21\|107.17\|16.05\|94.21\|108.17\|84.70\|202673;2026-07-22\|100.90\|-5.85\|104.99\|108.98\|100.00\|149297;2026-07-23\|95.15\|-5.70\|101.95\|102.84\|94.10\|134789;2026-07-24\|94.60\|-0.58\|93.44\|96.12\|91.30\|140075;2026-07-27\|100.10\|5.81\|94.60\|101.00\|89.59\|136708;2026-07-28\|93.01\|-7.08\|100.00\|104.28\|92.60\|139088;2026-07-29\|88.08\|-5.30\|92.59\|94.10\|83.31\|155067;2026-07-30\|78.84\|-10.49\|86.75\|87.68\|78.02\|142202;2026-07-31\|84.60\|7.31\|86.00\|90.80\|84.00\|163591;2026-08-03\|77.45\|-8.45\|84.60\|84.88\|76.50\|131905;2026-08-04\|85.55\|10.46\|78.00\|87.06\|76.93\|155345;2026-08-05\|93.73\|9.56\|86.00\|95.53\|85.80\|152054;2026-08-06\|95.57\|1.96\|91.50\|98.50\|90.10\|136821;2026-08-07\|100.94\|5.62\|95.84\|101.98\|93.10\|125520;2026-08-10\|105.02\|4.04\|101.01\|106.98\|101.01\|152824;2026-08-11\|103.50\|-1.45\|102.72\|107.33\|100.50\|109746;2026-08-12\|106.21\|2.62\|104.22\|109.50\|103.23\|121840;2026-08-13\|102.97\|-3.05\|107.65\|108.78\|102.94\|101578;2026-08-14\|105.33\|2.29\|104.05\|106.86\|103.47\|75964;2026-08-17\|109.09\|3.57\|105.99\|111.20\|103.27\|97635;2026-08-18\|113.58\|4.12\|109.12\|115.49\|109.12\|148163;2026-08-19\|103.83\|-8.58\|109.14\|111.31\|102.42\|140048;2026-08-20\|99.80\|-3.88\|104.01\|105.00\|98.61\|156183;2026-08-21\|98.27\|-1.53\|99.91\|101.80\|95.64\|107780;2026-08-24\|102.90\|4.71\|103.61\|106.00\|97.76\|180935;2026-08-25\|99.34\|-3.46\|100.48\|101.56\|94.24\|119853;2026-08-26\|98.99\|-0.35\|99.67\|100.59\|96.52\|80766;2026-08-27\|103.04\|4.09\|99.13\|103.55\|97.21\|93158;2026-08-28\|98.45\|-4.45\|102.50\|103.74\|98.28\|83048;2026-08-31\|99.85\|1.42\|96.09\|100.10\|95.20\|74051;2026-09-01\|94.66\|-5.20\|99.20\|100.30\|94.54\|75132;2026-09-02\|92.98\|-1.77\|92.80\|94.18\|91.32\|61797;2026-09-03\|91.98\|-1.08\|93.53\|94.66\|90.07\|62122;2026-09-04\|86.92\|-5.50\|92.62\|94.26\|86.25\|81905;2026-09-07\|90.09\|3.65\|88.30\|91.06\|86.60\|86667;2026-09-08\|89.56\|-0.59\|89.89\|91.90\|88.28\|66399;2026-09-09\|88.74\|-0.92\|90.51\|91.88\|88.11\|47614;2026-09-10\|88.65\|-0.10\|88.25\|89.50\|87.10\|40612;2026-09-11\|85.79\|-3.23\|88.44\|88.45\|82.91\|52946;2026-09-14\|85.99\|0.23\|84.52\|86.98\|83.29\|45169
117204	消息称台积电先进制程代工将全线涨价	半导体设备+存储芯片+业绩大增行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商；一季度净利润同比增长89.22%	2026-05-11\|70.31\|20.00\|60.03\|70.31\|58.96\|111973;2026-05-12\|67.13\|-4.52\|71.57\|72.00\|66.00\|138249;2026-05-13\|68.11\|1.46\|65.02\|69.28\|64.60\|131314;2026-05-14\|66.10\|-2.95\|66.39\|70.02\|65.52\|94708;2026-05-15\|65.50\|-0.91\|66.35\|67.50\|63.12\|94355;2026-05-18\|69.82\|6.60\|65.81\|71.99\|65.00\|125001;2026-05-19\|74.35\|6.49\|68.02\|74.38\|66.06\|114483;2026-05-20\|76.16\|2.43\|73.27\|76.36\|72.57\|88596;2026-05-21\|68.94\|-9.29\|76.16\|79.58\|68.06\|107069;2026-05-22\|69.32\|0.55\|70.25\|70.55\|67.40\|87184;2026-05-25\|71.03\|2.47\|69.28\|71.62\|66.74\|85579;2026-05-26\|70.10\|-1.31\|70.28\|71.30\|68.30\|63223;2026-05-27\|68.45\|-2.35\|72.34\|73.50\|67.50\|53180;2026-05-28\|77.60\|13.37\|68.17\|78.96\|67.50\|92270;2026-05-29\|78.51\|1.17\|77.70\|84.60\|75.55\|95666;2026-06-01\|73.90\|-5.87\|78.51\|80.80\|73.51\|77594;2026-06-02\|73.88\|-0.03\|74.26\|75.72\|70.75\|69765;2026-06-03\|74.21\|0.45\|73.00\|76.67\|72.00\|64678;2026-06-04\|72.65\|-2.10\|72.50\|75.50\|71.21\|51593;2026-06-05\|69.12\|-4.86\|70.11\|72.44\|68.20\|60134;2026-06-08\|63.22\|-8.54\|64.21\|68.00\|62.30\|66521;2026-06-09\|65.76\|4.02\|64.90\|66.27\|63.27\|50361;2026-06-10\|67.28\|2.31\|64.10\|68.49\|64.10\|63029;2026-06-11\|67.28\|0.00\|66.83\|69.49\|66.24\|45751;2026-06-12\|67.00\|-0.42\|70.78\|73.89\|66.63\|68354;2026-06-15\|71.08\|6.09\|67.88\|71.44\|66.08\|49728;2026-06-16\|74.15\|4.32\|73.61\|74.89\|71.26\|54539;2026-06-17\|75.38\|1.66\|72.00\|76.12\|71.79\|64407;2026-06-18\|78.00\|3.48\|76.27\|78.88\|75.00\|57124;2026-06-22\|81.83\|4.91\|80.05\|84.42\|78.13\|90837;2026-06-23\|78.90\|-3.58\|80.43\|81.80\|75.60\|71981;2026-06-24\|81.66\|3.50\|78.30\|82.30\|76.16\|66033;2026-06-25\|78.88\|-3.40\|78.66\|82.60\|75.50\|88383;2026-06-26\|88.10\|11.69\|78.51\|89.98\|77.22\|95719;2026-06-29\|79.75\|-9.48\|87.10\|89.37\|75.00\|109760;2026-06-30\|95.70\|20.00\|79.45\|95.70\|79.45\|85825;2026-07-01\|90.47\|-5.46\|99.74\|103.00\|90.00\|134507;2026-07-02\|89.85\|-0.69\|84.18\|98.38\|83.82\|115373;2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|203674;2026-07-13\|102.00\|-13.73\|117.99\|122.09\|100.15\|155169;2026-07-14\|106.50\|4.41\|104.55\|108.50\|96.47\|120182;2026-07-15\|98.59\|-7.43\|108.63\|112.89\|97.03\|91700;2026-07-16\|87.48\|-11.27\|94.72\|98.87\|86.35\|89314;2026-07-17\|76.60\|-12.44\|88.20\|89.00\|76.18\|83788;2026-07-20\|65.78\|-14.13\|80.43\|80.99\|64.17\|104006;2026-07-21\|78.94\|20.01\|67.62\|78.94\|57.18\|122711;2026-07-22\|81.86\|3.70\|80.60\|89.88\|80.00\|152041;2026-07-23\|77.00\|-5.94\|82.01\|83.00\|74.75\|89479;2026-07-24\|77.60\|0.78\|76.30\|81.37\|74.00\|97279;2026-07-27\|77.45\|-0.19\|75.37\|79.85\|73.72\|80305;2026-07-28\|69.17\|-10.69\|73.66\|77.82\|68.24\|91748;2026-07-29\|66.50\|-3.86\|69.05\|71.30\|63.18\|95953;2026-07-30\|60.00\|-9.77\|65.99\|68.00\|59.24\|107189;2026-07-31\|62.40\|4.00\|68.02\|70.87\|62.13\|117349;2026-08-03\|57.38\|-8.04\|61.67\|62.40\|57.00\|98422;2026-08-04\|65.85\|14.76\|58.66\|66.84\|58.66\|98719;2026-08-05\|70.48\|7.03\|64.81\|72.38\|64.76\|99274;2026-08-06\|73.89\|4.84\|68.25\|74.38\|68.25\|88952;2026-08-07\|76.95\|4.14\|73.00\|77.65\|72.98\|79032;2026-08-10\|78.47\|1.98\|77.30\|80.09\|74.00\|94779;2026-08-11\|77.01\|-1.86\|77.52\|79.22\|74.60\|68172;2026-08-12\|81.78\|6.19\|78.00\|85.98\|77.50\|88950;2026-08-13\|78.95\|-3.46\|84.00\|84.17\|78.95\|73221;2026-08-14\|82.92\|5.03\|81.25\|85.00\|80.00\|72773;2026-08-17\|84.09\|1.41\|84.78\|84.78\|81.12\|79321;2026-08-18\|85.00\|1.08\|86.00\|87.20\|83.10\|77175;2026-08-19\|74.37\|-12.51\|81.02\|83.00\|74.15\|89945;2026-08-20\|75.97\|2.15\|77.40\|79.33\|73.86\|64350;2026-08-21\|91.16\|19.99\|76.03\|91.16\|76.01\|127822;2026-08-24\|89.10\|-2.26\|92.00\|94.00\|86.10\|115151;2026-08-25\|88.54\|-0.63\|88.66\|91.29\|83.34\|92023;2026-08-26\|86.98\|-1.76\|89.46\|90.44\|82.50\|85243;2026-08-27\|88.28\|1.49\|87.30\|89.89\|86.02\|102590;2026-08-28\|82.40\|-6.66\|86.50\|88.27\|82.01\|85546;2026-08-31\|85.99\|4.36\|79.95\|86.50\|79.71\|66137;2026-09-01\|80.60\|-6.27\|85.00\|85.98\|80.10\|59573;2026-09-02\|79.68\|-1.14\|79.01\|81.28\|78.60\|45070;2026-09-03\|79.43\|-0.31\|82.94\|83.95\|76.97\|56077;2026-09-04\|75.40\|-5.07\|80.98\|81.00\|74.60\|61554;2026-09-07\|79.75\|5.77\|77.98\|81.66\|76.88\|77969;2026-09-08\|79.40\|-0.44\|79.59\|82.19\|77.08\|60287;2026-09-09\|79.10\|-0.38\|80.14\|81.56\|77.91\|43464;2026-09-10\|79.50\|0.51\|78.39\|80.50\|77.26\|37845;2026-09-11\|76.93\|-3.23\|77.56\|78.45\|74.00\|55182;2026-09-14\|76.22\|-0.92\|75.00\|77.38\|73.28\|45979
117203	消息称台积电先进制程代工将全线涨价	涨停揭秘：液冷渗透率提升催生专业检测需求，公司CP-US1008显微镜切入AI服务器液冷板质检核心环节；涨停缘由：Anthropic新模型Mythos引发AI服务器液冷散热刚性需求；公司超声波扫描显微镜CP-US1008已实现批量发货，覆盖主流服务器厂商质检流程；资金逻辑：资金挖掘AI硬件链中‘检测’这一高壁垒细分环节，骄成超声作为国产替代唯一标的获主题资金高度关注；风险提示：设备单价高、客户认证周期长，后续放量节奏存在不确定性	1、超声波焊接设备龙头，拟收购骄成半导体40%股权实现全资控股，以整合研发资源与市场渠道，强化半导体设备业务管控； 2、公司自主研发的AI服务器液冷板超声波扫描显微镜CP-US1008持续发货，切入数据中心液冷检测赛道	2026-05-11\|156.75\|10.96\|142.77\|165.00\|142.64\|57876;2026-05-12\|161.22\|2.85\|159.15\|166.00\|155.21\|49062;2026-05-13\|166.55\|3.31\|159.80\|172.01\|155.56\|50134;2026-05-14\|160.50\|-3.63\|166.00\|169.00\|160.35\|38896;2026-05-15\|163.90\|2.12\|161.14\|169.07\|152.50\|42385;2026-05-18\|162.00\|-1.16\|166.20\|169.88\|156.20\|33122;2026-05-19\|165.89\|2.40\|160.90\|166.80\|153.09\|36292;2026-05-20\|175.90\|6.03\|163.99\|177.00\|163.25\|49472;2026-05-21\|155.70\|-11.48\|175.42\|178.91\|154.00\|70564;2026-05-22\|157.45\|1.12\|158.64\|163.00\|152.00\|50303;2026-05-25\|165.51\|5.12\|156.00\|168.60\|152.50\|51570;2026-05-26\|157.17\|-5.04\|169.00\|169.69\|153.56\|52284;2026-05-27\|152.84\|-2.75\|161.50\|166.00\|150.10\|59196;2026-05-28\|158.25\|3.54\|150.28\|159.33\|149.13\|43345;2026-05-29\|155.92\|-1.47\|160.00\|162.44\|153.16\|44817;2026-06-01\|149.04\|-4.30\|154.51\|160.51\|147.08\|39723;2026-06-02\|156.58\|5.06\|150.31\|159.05\|145.10\|51060;2026-06-03\|158.60\|1.29\|156.00\|167.60\|155.60\|42491;2026-06-04\|166.00\|4.67\|157.25\|167.00\|153.20\|41450;2026-06-05\|161.01\|-3.01\|163.00\|166.00\|157.11\|28348;2026-06-08\|149.56\|-7.11\|156.00\|157.68\|148.45\|37870;2026-06-09\|160.19\|7.11\|152.00\|161.99\|152.00\|35767;2026-06-10\|160.49\|0.19\|157.50\|165.60\|156.08\|32482;2026-06-11\|162.90\|1.50\|161.47\|171.00\|159.35\|39726;2026-06-12\|154.73\|-5.02\|168.00\|169.30\|150.00\|58761;2026-06-15\|164.52\|6.33\|153.67\|165.10\|152.11\|47041;2026-06-16\|167.23\|1.65\|164.50\|169.30\|161.20\|49111;2026-06-17\|174.15\|4.14\|165.85\|174.30\|162.62\|45643;2026-06-18\|169.31\|-2.78\|171.02\|172.44\|166.83\|50073;2026-06-22\|165.10\|-2.49\|170.95\|174.59\|159.23\|61077;2026-06-23\|172.30\|4.36\|162.67\|177.00\|160.00\|61943;2026-06-24\|175.20\|1.68\|169.30\|178.00\|167.00\|55500;2026-06-25\|178.99\|2.16\|178.52\|183.00\|176.02\|52547;2026-06-26\|201.99\|12.85\|179.00\|208.35\|176.93\|76911;2026-06-29\|218.03\|7.94\|195.00\|221.96\|183.00\|89503;2026-06-30\|227.18\|4.20\|211.30\|235.04\|207.99\|64862;2026-07-01\|231.00\|1.68\|230.00\|238.28\|216.16\|57310;2026-07-02\|221.71\|-4.02\|220.00\|239.12\|208.88\|59416;2026-07-03\|207.00\|-6.63\|215.35\|221.00\|204.50\|55909;2026-07-06\|213.15\|2.97\|210.00\|219.97\|201.06\|48721;2026-07-07\|229.79\|7.81\|210.08\|230.00\|205.63\|52685;2026-07-08\|223.77\|-2.62\|227.00\|235.66\|208.00\|57817;2026-07-09\|241.80\|8.06\|226.05\|242.88\|218.57\|54488;2026-07-10\|203.89\|-15.68\|241.81\|248.00\|203.89\|76042;2026-07-13\|200.50\|-1.66\|197.01\|218.80\|197.01\|56165;2026-07-14\|200.46\|-0.02\|202.95\|212.22\|197.00\|42957;2026-07-15\|188.00\|-6.22\|202.47\|209.00\|187.02\|50319;2026-07-16\|174.99\|-6.92\|180.88\|190.97\|173.06\|47485;2026-07-17\|154.80\|-11.54\|172.68\|175.00\|153.00\|57155;2026-07-20\|140.49\|-9.24\|158.33\|160.53\|134.09\|71345;2026-07-21\|166.24\|18.33\|143.28\|167.57\|133.00\|72499;2026-07-22\|162.09\|-2.50\|166.24\|173.28\|160.75\|50608;2026-07-23\|153.96\|-5.02\|165.33\|166.00\|153.00\|39248;2026-07-24\|153.01\|-0.62\|150.15\|159.00\|150.14\|34318;2026-07-27\|155.09\|1.36\|154.00\|156.63\|147.04\|44833;2026-07-28\|140.53\|-9.39\|149.90\|154.90\|139.04\|40709;2026-07-29\|134.02\|-4.63\|140.45\|143.34\|126.12\|69428;2026-07-30\|119.99\|-10.47\|131.99\|135.40\|118.47\|49102;2026-07-31\|126.64\|5.54\|133.00\|138.50\|126.10\|49407;2026-08-03\|116.23\|-8.22\|126.64\|127.68\|115.35\|44320;2026-08-04\|124.20\|6.86\|117.74\|126.88\|115.15\|39064;2026-08-05\|134.45\|8.25\|125.00\|138.10\|123.87\|48100;2026-08-06\|138.02\|2.66\|134.33\|142.10\|132.00\|45803;2026-08-07\|149.47\|8.30\|140.17\|152.85\|139.00\|60405;2026-08-10\|152.00\|1.69\|149.00\|152.65\|144.68\|58930;2026-08-11\|149.09\|-1.91\|154.42\|158.00\|143.70\|42850;2026-08-12\|165.00\|10.67\|150.19\|168.00\|144.01\|90720;2026-08-13\|174.00\|5.45\|166.00\|185.48\|164.00\|107120;2026-08-14\|177.50\|2.01\|180.00\|186.00\|174.39\|67934;2026-08-17\|188.30\|6.08\|172.59\|192.80\|172.59\|71226;2026-08-18\|204.71\|8.71\|195.00\|212.01\|194.00\|80841;2026-08-19\|190.79\|-6.80\|192.53\|204.12\|185.13\|81682;2026-08-20\|191.32\|0.28\|193.52\|198.00\|180.00\|66408;2026-08-21\|192.72\|0.73\|189.26\|197.32\|186.98\|54433;2026-08-24\|193.10\|0.20\|197.00\|206.53\|188.00\|47240;2026-08-25\|187.64\|-2.83\|189.24\|191.50\|179.07\|44626;2026-08-26\|185.87\|-0.94\|191.90\|191.90\|183.23\|27276;2026-08-27\|192.60\|3.62\|189.49\|193.60\|184.03\|35285;2026-08-28\|187.30\|-2.75\|191.19\|192.99\|185.66\|26685;2026-08-31\|184.91\|-1.28\|179.69\|185.58\|177.03\|41689;2026-09-01\|178.49\|-3.47\|183.46\|187.13\|176.80\|33866;2026-09-02\|174.99\|-1.96\|177.50\|177.78\|172.00\|28199;2026-09-03\|172.40\|-1.48\|177.78\|178.68\|169.60\|28112;2026-09-04\|161.77\|-6.17\|173.30\|176.00\|159.69\|46411;2026-09-07\|172.90\|6.88\|163.00\|173.90\|162.00\|36746;2026-09-08\|171.90\|-0.58\|171.90\|178.90\|170.00\|30176;2026-09-09\|170.50\|-0.81\|172.81\|178.73\|169.83\|25507;2026-09-10\|167.83\|-1.57\|169.11\|172.32\|167.00\|18868;2026-09-11\|163.66\|-2.48\|164.00\|165.53\|155.00\|37365;2026-09-14\|162.45\|-0.74\|160.00\|164.26\|155.30\|23261
117202	消息称台积电先进制程代工将全线涨价	算力+石化仓储+交割资质行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2025年12月6日公告，公司出资3000万元设立宏川智算，持股60%，布局“东数西算”京津冀节点智算基础设施，探索化工仓储物流工业大模型。 2、据2026年4月29日年报，公司运营罐容518万立方米、化工仓容15万平方米，拥有甲醇、乙二醇等五大期货品种指定交割库资质，形成区域集群与交割溢价优势。 3、据2026年4月30日投资者关系活动记录表，公司拟以仓储基础设施发行公募REITs，盘活存量资产，拓宽融资渠道，支撑“三条成长曲线”战略落地。	子公司宏川智算完成一批企业级DDR5内存条交付，已顺利送达至国内某头部GPU设计厂商，用于其AI算力芯片的服务器验证与算力中心建设	2026-05-11\|16.25\|1.31\|15.39\|16.50\|15.26\|548133;2026-05-12\|15.67\|-3.57\|16.25\|16.42\|15.28\|308487;2026-05-13\|16.65\|6.25\|15.88\|16.88\|15.76\|404322;2026-05-14\|15.80\|-5.11\|16.59\|16.79\|15.76\|263255;2026-05-15\|15.15\|-4.11\|15.76\|15.80\|14.94\|203030;2026-05-18\|14.78\|-2.44\|15.30\|15.39\|14.69\|160134;2026-05-19\|14.43\|-2.37\|14.91\|14.91\|14.00\|159788;2026-05-20\|15.09\|4.57\|14.38\|15.33\|14.20\|223230;2026-05-21\|13.93\|-7.69\|14.92\|15.04\|13.85\|150528;2026-05-22\|14.07\|1.00\|14.19\|14.86\|13.31\|208337;2026-05-25\|13.87\|-1.42\|14.15\|14.77\|13.75\|131936;2026-05-26\|13.22\|-4.69\|13.80\|14.02\|13.06\|126721;2026-05-27\|12.40\|-6.20\|13.20\|13.33\|11.97\|151017;2026-05-28\|12.43\|0.24\|12.38\|12.76\|12.30\|111905;2026-05-29\|11.75\|-5.47\|12.43\|12.45\|11.65\|141924;2026-06-01\|11.32\|-3.66\|11.66\|11.69\|11.15\|150541;2026-06-02\|10.45\|-7.69\|11.28\|11.38\|10.30\|244722;2026-06-03\|10.17\|-2.68\|10.52\|10.68\|10.02\|175322;2026-06-04\|9.79\|-3.74\|10.30\|10.32\|9.70\|151905;2026-06-05\|9.91\|1.23\|9.82\|10.14\|9.64\|163254;2026-06-08\|9.51\|-4.04\|9.80\|10.05\|9.39\|134439;2026-06-09\|9.73\|2.31\|9.65\|9.86\|9.52\|116567;2026-06-10\|9.28\|-4.62\|9.64\|9.72\|9.18\|123423;2026-06-11\|9.22\|-0.65\|9.21\|9.42\|9.02\|98005;2026-06-12\|9.87\|7.05\|9.33\|10.09\|9.26\|190513;2026-06-15\|10.04\|1.72\|10.14\|10.14\|9.75\|141097;2026-06-16\|9.69\|-3.49\|10.14\|10.14\|9.60\|111316;2026-06-17\|9.43\|-2.68\|9.63\|9.69\|9.35\|83758;2026-06-18\|9.31\|-1.27\|9.45\|9.50\|9.24\|78242;2026-06-22\|9.15\|-1.72\|9.20\|9.21\|8.79\|127526;2026-06-23\|9.13\|-0.22\|9.11\|9.34\|9.05\|96875;2026-06-24\|8.92\|-2.30\|9.20\|9.39\|8.78\|114573;2026-06-25\|8.57\|-3.92\|8.82\|8.92\|8.55\|124553;2026-06-26\|9.43\|10.04\|8.95\|9.43\|8.40\|195468;2026-06-29\|9.48\|0.53\|9.90\|10.25\|9.27\|485115;2026-06-30\|9.20\|-2.95\|9.39\|9.59\|8.90\|297406;2026-07-01\|10.12\|10.00\|9.64\|10.12\|9.16\|338314;2026-07-02\|9.95\|-1.68\|10.08\|10.60\|9.92\|391361;2026-07-03\|9.82\|-1.31\|10.06\|10.41\|9.80\|229792;2026-07-06\|9.64\|-1.83\|9.91\|10.05\|9.61\|169488;2026-07-07\|9.26\|-3.94\|9.64\|9.76\|9.21\|136002;2026-07-08\|8.96\|-3.24\|9.25\|9.27\|8.96\|111276;2026-07-09\|9.00\|0.45\|8.93\|9.13\|8.78\|117733;2026-07-10\|8.95\|-0.56\|8.99\|9.19\|8.73\|130175;2026-07-13\|8.34\|-6.82\|8.87\|8.98\|8.32\|134353;2026-07-14\|8.32\|-0.24\|8.30\|8.35\|8.06\|106278;2026-07-15\|8.45\|1.56\|8.30\|8.57\|8.28\|108450;2026-07-16\|8.53\|0.95\|8.35\|8.79\|8.19\|116721;2026-07-17\|8.21\|-3.75\|8.54\|8.83\|8.10\|140613;2026-07-20\|8.19\|-0.24\|8.22\|8.60\|8.05\|136901;2026-07-21\|8.15\|-0.49\|8.21\|8.22\|7.64\|145692;2026-07-22\|8.02\|-1.60\|8.08\|8.21\|7.95\|78102;2026-07-23\|8.32\|3.74\|8.02\|8.33\|7.95\|86882;2026-07-24\|7.98\|-4.09\|8.15\|8.24\|7.96\|73998;2026-07-27\|8.18\|2.51\|7.96\|8.21\|7.91\|85042;2026-07-28\|8.16\|-0.24\|8.06\|8.31\|8.06\|72723;2026-07-29\|8.44\|3.43\|8.22\|8.48\|8.09\|88974;2026-07-30\|8.24\|-2.37\|8.41\|8.53\|8.22\|88256;2026-07-31\|8.50\|3.16\|8.33\|8.55\|8.31\|87202;2026-08-03\|8.70\|2.35\|8.50\|8.72\|8.43\|64728;2026-08-04\|8.88\|2.07\|8.90\|9.09\|8.69\|103521;2026-08-05\|8.96\|0.90\|8.91\|9.02\|8.81\|104786;2026-08-06\|9.08\|1.34\|8.91\|9.13\|8.81\|89322;2026-08-07\|8.90\|-1.98\|9.08\|9.09\|8.81\|80926;2026-08-10\|9.02\|1.35\|8.90\|9.11\|8.82\|71264;2026-08-11\|8.94\|-0.89\|9.03\|9.05\|8.91\|48406;2026-08-12\|9.01\|0.78\|8.95\|9.03\|8.88\|45239;2026-08-13\|9.12\|1.22\|9.10\|9.54\|9.03\|155990;2026-08-14\|8.95\|-1.86\|9.12\|9.19\|8.81\|98525;2026-08-17\|9.05\|1.12\|8.88\|9.09\|8.80\|77716;2026-08-18\|8.96\|-0.99\|9.10\|9.10\|8.84\|58113;2026-08-19\|8.56\|-4.46\|8.89\|8.92\|8.55\|68102;2026-08-20\|8.70\|1.64\|8.65\|8.87\|8.56\|64245;2026-08-21\|8.72\|0.23\|8.66\|8.75\|8.58\|42932;2026-08-24\|8.54\|-2.06\|8.72\|8.78\|8.45\|64561;2026-08-25\|8.80\|3.04\|8.48\|8.84\|8.48\|63657;2026-08-26\|8.86\|0.68\|8.84\|8.91\|8.71\|48859;2026-08-27\|8.91\|0.56\|8.76\|8.91\|8.76\|52251;2026-08-28\|9.23\|3.59\|8.91\|9.31\|8.86\|119638;2026-08-31\|9.39\|1.73\|9.20\|9.44\|9.11\|113439;2026-09-01\|9.54\|1.60\|9.39\|9.74\|9.36\|134805;2026-09-02\|9.69\|1.57\|9.54\|9.90\|9.47\|137578;2026-09-03\|9.64\|-0.52\|9.73\|9.85\|9.60\|134700;2026-09-04\|9.49\|-1.56\|9.69\|9.73\|9.40\|97304;2026-09-07\|9.49\|0.00\|9.49\|9.54\|9.40\|63644;2026-09-08\|9.58\|0.95\|9.49\|9.65\|9.41\|70548;2026-09-09\|9.61\|0.31\|9.58\|9.64\|9.49\|43098;2026-09-10\|9.56\|-0.52\|9.53\|9.74\|9.51\|50996;2026-09-11\|9.11\|-4.71\|9.55\|9.55\|8.85\|105684;2026-09-14\|9.28\|1.87\|9.03\|9.30\|9.02\|67314
117201	消息称台积电先进制程代工将全线涨价	存储芯片+封装测试+资产剥离行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月25日机构调研，公司控股子公司长兴半导体聚焦存储芯片封装测试，具备全栈式能力，其企业级DRAM产品已实现量产和批量交付，主要应用于服务器和数据中心。 2、据2026年6月3日公告，公司拟转让全资子公司西宁盈新置业100%股权，旨在优化资产结构，降低负债规模，回笼资金以聚焦半导体存储等高增长赛道。 3、据2026年6月25日机构调研及2025年年报，公司确立科技、文旅、资管三核驱动战略，已收购长兴半导体56.25%股权并纳入合并报表，正逐步剥离地产业务向科技驱动型企业转型。	公司拟5.2亿元收购长兴半导体60%股权，切入存储芯片领域	2026-05-11\|3.14\|3.29\|3.15\|3.19\|3.10\|3457150;2026-05-12\|3.09\|-1.59\|3.14\|3.14\|3.04\|2285398;2026-05-13\|3.18\|2.91\|3.05\|3.21\|3.03\|3434250;2026-05-14\|3.09\|-2.83\|3.19\|3.20\|3.08\|2048411;2026-05-15\|3.26\|5.50\|3.07\|3.34\|3.06\|4439238;2026-05-18\|3.39\|3.99\|3.31\|3.56\|3.24\|6968197;2026-05-19\|3.33\|-1.77\|3.30\|3.38\|3.24\|3400467;2026-05-20\|3.28\|-1.50\|3.35\|3.40\|3.24\|2759186;2026-05-21\|3.07\|-6.40\|3.27\|3.33\|3.06\|3191598;2026-05-22\|3.13\|1.95\|3.09\|3.18\|3.06\|1809179;2026-05-25\|3.11\|-0.64\|3.10\|3.18\|3.08\|1750740;2026-05-26\|2.89\|-7.07\|3.08\|3.09\|2.81\|2873312;2026-05-27\|2.82\|-2.42\|2.96\|3.17\|2.80\|4166092;2026-05-28\|2.84\|0.71\|2.75\|2.86\|2.70\|2054966;2026-05-29\|2.80\|-1.41\|2.83\|2.89\|2.79\|1842951;2026-06-01\|2.81\|0.36\|2.78\|2.83\|2.75\|1177777;2026-06-02\|2.84\|1.07\|2.82\|2.85\|2.78\|1589370;2026-06-03\|2.87\|1.06\|3.08\|3.08\|2.86\|2703263;2026-06-04\|2.98\|3.83\|2.81\|3.06\|2.80\|2637949;2026-06-05\|2.88\|-3.36\|2.91\|2.92\|2.85\|1784140;2026-06-08\|3.17\|10.07\|2.88\|3.17\|2.88\|5209772;2026-06-09\|3.21\|1.26\|3.17\|3.28\|3.10\|6769178;2026-06-10\|3.06\|-4.67\|3.12\|3.19\|3.02\|3435629;2026-06-11\|2.99\|-2.29\|3.05\|3.10\|2.95\|2221778;2026-06-12\|2.94\|-1.67\|3.05\|3.09\|2.87\|3138357;2026-06-15\|2.97\|1.02\|2.91\|2.98\|2.89\|1881510;2026-06-16\|2.92\|-1.68\|2.97\|2.98\|2.87\|1779847;2026-06-17\|3.01\|3.08\|2.90\|3.05\|2.84\|3398233;2026-06-18\|2.96\|-1.66\|2.98\|2.99\|2.89\|2391007;2026-06-22\|2.89\|-2.36\|2.96\|3.05\|2.82\|2411888;2026-06-23\|2.92\|1.04\|2.85\|3.07\|2.83\|2968562;2026-06-24\|2.98\|2.05\|2.85\|3.01\|2.79\|3268399;2026-06-25\|3.11\|4.36\|3.04\|3.28\|3.00\|5820951;2026-06-26\|3.42\|9.97\|3.17\|3.42\|3.13\|7922525;2026-06-29\|3.18\|-7.02\|3.39\|3.45\|3.08\|6828387;2026-06-30\|3.50\|10.06\|3.21\|3.50\|3.18\|2410959;2026-07-01\|3.85\|10.00\|3.51\|3.85\|3.46\|8405412;2026-07-02\|3.69\|-4.16\|3.78\|3.96\|3.69\|6596847;2026-07-03\|3.60\|-2.44\|3.68\|3.75\|3.57\|4270031;2026-07-06\|3.46\|-3.89\|3.75\|3.85\|3.45\|3509334;2026-07-07\|3.33\|-3.76\|3.48\|3.58\|3.28\|2891659;2026-07-08\|3.17\|-4.80\|3.35\|3.41\|3.16\|3044990;2026-07-09\|3.30\|4.10\|3.20\|3.31\|3.14\|3493695;2026-07-10\|3.63\|10.00\|3.35\|3.63\|3.33\|6036429;2026-07-13\|3.36\|-7.44\|3.50\|3.71\|3.31\|5107635;2026-07-14\|3.28\|-2.38\|3.38\|3.42\|3.16\|3379995;2026-07-15\|3.14\|-4.27\|3.38\|3.43\|3.07\|4168809;2026-07-16\|3.05\|-2.87\|3.01\|3.26\|2.98\|3618460;2026-07-17\|2.76\|-9.51\|3.03\|3.07\|2.76\|4147568;2026-07-20\|2.73\|-1.09\|2.80\|2.84\|2.66\|2884907;2026-07-21\|2.83\|3.66\|2.72\|2.83\|2.53\|3367142;2026-07-22\|2.78\|-1.77\|2.75\|2.82\|2.72\|2251340;2026-07-23\|2.77\|-0.36\|2.73\|2.79\|2.72\|1564342;2026-07-24\|2.69\|-2.89\|2.72\|2.76\|2.67\|1538616;2026-07-27\|2.73\|1.49\|2.68\|2.73\|2.64\|1494898;2026-07-28\|2.65\|-2.93\|2.67\|2.73\|2.63\|1903444;2026-07-29\|2.67\|0.75\|2.65\|2.68\|2.56\|2028666;2026-07-30\|2.56\|-4.12\|2.63\|2.67\|2.55\|1815662;2026-07-31\|2.64\|3.12\|2.67\|2.70\|2.64\|2107947;2026-08-03\|2.65\|0.38\|2.59\|2.66\|2.59\|1436986;2026-08-04\|2.72\|2.64\|2.65\|2.74\|2.65\|1765575;2026-08-05\|2.79\|2.57\|2.72\|2.80\|2.70\|2318014;2026-08-06\|2.78\|-0.36\|2.75\|2.79\|2.73\|1696822;2026-08-07\|2.78\|0.00\|2.79\|2.79\|2.69\|1614681;2026-08-10\|2.76\|-0.72\|2.79\|2.82\|2.71\|1285669;2026-08-11\|2.78\|0.72\|2.73\|2.85\|2.72\|2025948;2026-08-12\|2.83\|1.80\|2.79\|2.84\|2.79\|1805853;2026-08-13\|2.75\|-2.83\|2.88\|2.97\|2.75\|2302086;2026-08-14\|3.03\|10.18\|2.77\|3.03\|2.76\|5429446;2026-08-17\|3.10\|2.31\|3.18\|3.23\|2.95\|6760249;2026-08-18\|3.41\|10.00\|3.41\|3.41\|3.31\|3574378;2026-08-19\|3.54\|3.81\|3.25\|3.70\|3.18\|8984007;2026-08-20\|3.25\|-8.19\|3.41\|3.44\|3.24\|5425861;2026-08-21\|3.15\|-3.08\|3.23\|3.24\|3.08\|4007345;2026-08-24\|3.47\|10.16\|3.23\|3.47\|3.23\|4262652;2026-08-25\|3.47\|0.00\|3.31\|3.64\|3.26\|6228493;2026-08-26\|3.36\|-3.17\|3.44\|3.45\|3.33\|4001595;2026-08-27\|3.45\|2.68\|3.36\|3.52\|3.31\|4367510;2026-08-28\|3.38\|-2.03\|3.42\|3.45\|3.36\|3030282;2026-08-31\|3.24\|-4.14\|3.41\|3.44\|3.16\|4293406;2026-09-01\|3.21\|-0.93\|3.20\|3.28\|3.19\|2433458;2026-09-02\|3.11\|-3.12\|3.15\|3.16\|3.08\|2194510;2026-09-03\|3.02\|-2.89\|3.14\|3.15\|3.00\|2344968;2026-09-04\|2.97\|-1.66\|3.01\|3.05\|2.95\|2186095;2026-09-07\|3.02\|1.68\|2.99\|3.04\|2.98\|1957173;2026-09-08\|3.32\|9.93\|3.00\|3.32\|3.00\|5644728;2026-09-09\|3.24\|-2.41\|3.32\|3.40\|3.24\|5940792;2026-09-10\|3.19\|-1.54\|3.24\|3.27\|3.17\|2712760;2026-09-11\|3.11\|-2.51\|3.14\|3.17\|3.05\|2533991;2026-09-14\|3.10\|-0.32\|3.08\|3.12\|3.07\|1649641
117200	消息称台积电先进制程代工将全线涨价	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	2026-05-11\|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;2026-09-14\|59.48\|2.46\|57.10\|59.80\|55.20\|152513
117199	消息称台积电先进制程代工将全线涨价	半导体封装材料+引线框架满产+回购行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月25日互动易，公司国内首创引线框架局部电镀及点镀技术，产品性能指标达到国际先进水平，打破了高端引线框架长期被国外垄断的局面，当前引线框架产能持续处于满负荷状态，产能利用率维持高位。 2、据2026年6月29日投资者关系活动记录表，公司引线框架产品去年营收达13.22亿元，约占国内市场份额9%，市场可拓空间广阔；新建年产1500亿只高密度高可靠性集成电路引线框架生产线项目处于厂房主体工程建设期，投产后将扩大高端产品市场占有率。 3、据2026年6月2日公告，公司拟以集中竞价方式回购公司股份，回购资金总额不低于8000万元且不超过13000万元，回购价格不超过34.5元/股，用于后续员工持股计划或股权激励。	公司主营引线框架、键合丝等半导体封装材料	2026-05-11\|23.29\|5.38\|22.49\|23.35\|22.32\|538232;2026-05-12\|22.83\|-1.98\|23.06\|23.15\|22.47\|363002;2026-05-13\|23.49\|2.89\|22.22\|23.61\|22.02\|432470;2026-05-14\|22.70\|-3.36\|23.65\|23.73\|22.70\|323633;2026-05-15\|23.24\|2.38\|22.95\|23.90\|22.55\|492100;2026-05-18\|23.24\|0.00\|23.20\|23.76\|22.71\|360092;2026-05-19\|24.48\|5.34\|22.87\|24.50\|22.58\|581326;2026-05-20\|24.07\|-1.67\|24.14\|25.28\|24.00\|601453;2026-05-21\|22.73\|-5.57\|24.51\|24.80\|22.69\|564641;2026-05-22\|23.53\|3.52\|23.10\|23.83\|22.45\|387446;2026-05-25\|25.16\|6.93\|23.83\|25.30\|23.53\|595436;2026-05-26\|25.31\|0.60\|25.88\|25.88\|24.52\|632223;2026-05-27\|25.76\|1.78\|25.32\|26.75\|24.90\|675538;2026-05-28\|25.55\|-0.82\|24.90\|26.40\|23.66\|611016;2026-05-29\|23.00\|-9.98\|25.55\|25.70\|23.00\|489498;2026-06-01\|21.45\|-6.74\|22.30\|23.15\|21.40\|392679;2026-06-02\|21.93\|2.24\|21.82\|22.44\|21.30\|301631;2026-06-03\|24.11\|9.94\|21.89\|24.12\|21.81\|467236;2026-06-04\|24.50\|1.62\|23.38\|24.79\|23.38\|544448;2026-06-05\|24.83\|1.35\|24.30\|25.58\|23.92\|490655;2026-06-08\|24.19\|-2.58\|23.40\|24.80\|23.25\|301713;2026-06-09\|25.78\|6.57\|24.83\|26.13\|24.25\|500042;2026-06-10\|28.36\|10.01\|26.08\|28.36\|25.60\|514702;2026-06-11\|31.20\|10.01\|29.00\|31.20\|29.00\|547003;2026-06-12\|31.96\|2.44\|34.30\|34.32\|31.22\|1439260;2026-06-15\|33.76\|5.63\|32.01\|34.15\|30.00\|883598;2026-06-16\|33.26\|-1.48\|33.30\|33.75\|31.39\|901690;2026-06-17\|33.17\|-0.27\|31.80\|34.15\|31.60\|849892;2026-06-18\|34.51\|4.04\|32.65\|35.42\|32.58\|853271;2026-06-22\|34.28\|-0.67\|34.40\|34.57\|32.87\|734006;2026-06-23\|32.30\|-5.78\|33.50\|34.25\|32.01\|556397;2026-06-24\|32.53\|0.71\|32.30\|32.99\|30.93\|558989;2026-06-25\|33.65\|3.44\|33.10\|35.00\|32.67\|791199;2026-06-26\|37.02\|10.01\|32.66\|37.02\|32.50\|868387;2026-06-29\|36.29\|-1.97\|37.93\|39.48\|33.32\|1247173;2026-06-30\|39.92\|10.00\|35.82\|39.92\|34.01\|954866;2026-07-01\|40.20\|0.70\|40.50\|41.59\|38.78\|906945;2026-07-02\|38.48\|-4.28\|37.56\|41.80\|36.18\|901047;2026-07-03\|39.04\|1.46\|37.38\|40.78\|36.18\|837022;2026-07-06\|35.14\|-9.99\|39.70\|40.40\|35.14\|770706;2026-07-07\|34.98\|-0.46\|35.14\|36.38\|33.83\|617313;2026-07-08\|32.95\|-5.80\|34.53\|35.31\|31.80\|564246;2026-07-09\|34.85\|5.77\|33.54\|35.00\|32.95\|455788;2026-07-10\|32.23\|-7.52\|35.23\|36.76\|32.20\|592479;2026-07-13\|30.05\|-6.76\|32.19\|32.98\|29.98\|455782;2026-07-14\|29.99\|-0.20\|30.08\|30.44\|28.00\|353328;2026-07-15\|28.33\|-5.54\|30.50\|30.68\|28.10\|288085;2026-07-16\|26.26\|-7.31\|27.47\|28.20\|25.97\|300444;2026-07-17\|23.63\|-10.02\|26.26\|26.49\|23.63\|329758;2026-07-20\|21.27\|-9.99\|24.13\|24.33\|21.27\|327422;2026-07-21\|22.86\|7.48\|21.17\|22.94\|19.14\|671172;2026-07-22\|22.33\|-2.32\|22.45\|23.75\|22.05\|607472;2026-07-23\|21.98\|-1.57\|22.73\|22.75\|21.55\|374932;2026-07-24\|22.08\|0.46\|21.59\|22.90\|21.55\|387072;2026-07-27\|22.90\|3.71\|22.07\|23.00\|21.00\|382426;2026-07-28\|22.00\|-3.93\|22.81\|23.40\|21.70\|379479;2026-07-29\|20.94\|-4.82\|21.66\|22.10\|19.96\|451827;2026-07-30\|19.20\|-8.31\|20.61\|20.85\|19.07\|362855;2026-07-31\|20.40\|6.25\|21.00\|21.09\|20.25\|477136;2026-08-03\|19.20\|-5.88\|20.32\|20.38\|19.11\|354653;2026-08-04\|20.27\|5.57\|19.52\|20.50\|19.28\|360209;2026-08-05\|22.30\|10.01\|20.35\|22.30\|20.29\|311771;2026-08-06\|23.11\|3.63\|22.75\|23.34\|22.53\|720883;2026-08-07\|24.04\|4.02\|23.12\|24.29\|22.75\|585167;2026-08-10\|23.90\|-0.58\|24.39\|24.43\|23.27\|414993;2026-08-11\|23.83\|-0.29\|23.58\|24.30\|23.38\|309702;2026-08-12\|24.22\|1.64\|23.91\|24.29\|23.64\|296779;2026-08-13\|23.52\|-2.89\|24.78\|24.87\|23.50\|351070;2026-08-14\|24.21\|2.93\|23.99\|24.22\|23.54\|282999;2026-08-17\|25.40\|4.92\|24.22\|25.40\|24.22\|407417;2026-08-18\|25.66\|1.02\|25.30\|26.25\|25.14\|505163;2026-08-19\|23.86\|-7.01\|24.82\|25.63\|23.70\|418685;2026-08-20\|23.34\|-2.18\|24.07\|24.20\|23.05\|308577;2026-08-21\|23.50\|0.69\|23.12\|23.72\|22.78\|239660;2026-08-24\|23.04\|-1.96\|23.45\|23.47\|22.35\|226828;2026-08-25\|22.75\|-1.26\|22.53\|22.96\|21.65\|251140;2026-08-26\|22.51\|-1.05\|23.13\|23.33\|22.41\|331572;2026-08-27\|23.62\|4.93\|22.88\|23.78\|22.33\|423812;2026-08-28\|23.25\|-1.57\|23.36\|23.78\|23.02\|320289;2026-08-31\|23.87\|2.67\|22.71\|23.95\|22.67\|279005;2026-09-01\|23.01\|-3.60\|23.89\|24.00\|22.90\|249089;2026-09-02\|22.69\|-1.39\|22.61\|22.95\|22.40\|149876;2026-09-03\|22.50\|-0.84\|22.95\|23.07\|22.20\|162677;2026-09-04\|21.89\|-2.71\|22.85\|24.05\|21.69\|423005;2026-09-07\|22.85\|4.39\|22.28\|22.98\|21.96\|305187;2026-09-08\|23.06\|0.92\|22.85\|23.57\|22.55\|268708;2026-09-09\|22.94\|-0.52\|23.25\|23.65\|22.81\|211226;2026-09-10\|23.08\|0.61\|22.86\|23.49\|22.60\|219689;2026-09-11\|22.68\|-1.73\|22.61\|22.84\|21.76\|252570;2026-09-14\|24.13\|6.39\|22.48\|24.68\|21.98\|491180
117198	消息称台积电先进制程代工将全线涨价	GPU投资+芯片布局+纸包装行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年5月20日进展公告，公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司拟以5.5亿元取得芯瞳半导体22.9831%股权，标的公司专注高性能图形处理器芯片设计。 2、据2026年5月13日互动易，公司此前1.5亿元参股的浙江曲速科技专注AI大模型推理芯片，目前研发与市场拓展正常推进。 3、据2025年度报告，公司主营瓦楞纸箱、精品烟包、高端酒包等纸包装产品，是国内领先的纸包装综合解决方案供应商，生产基地已覆盖浙江、江苏、四川、湖北、新疆、贵州、海南等地。	公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司以5.5亿元取得芯瞳半导体22.9831%股权，标的公司是国内专注于通用高性能图形处理器芯片设计研发与销售的先驱企业	2026-05-11\|17.00\|0.18\|16.97\|17.39\|16.39\|512936;2026-05-12\|16.75\|-1.47\|17.18\|17.18\|16.50\|297591;2026-05-13\|16.65\|-0.60\|16.49\|17.05\|16.28\|334483;2026-05-14\|15.95\|-4.20\|16.52\|16.85\|15.84\|352845;2026-05-15\|15.55\|-2.51\|15.93\|16.08\|15.36\|276779;2026-05-18\|15.62\|0.45\|15.28\|15.77\|15.06\|231592;2026-05-19\|16.09\|3.01\|15.49\|16.48\|15.18\|359765;2026-05-20\|17.70\|10.01\|16.95\|17.70\|16.50\|518361;2026-05-21\|16.77\|-5.25\|17.64\|17.87\|16.68\|753787;2026-05-22\|16.23\|-3.22\|16.84\|17.08\|16.11\|431346;2026-05-25\|16.07\|-0.99\|16.25\|16.96\|16.00\|349398;2026-05-26\|15.89\|-1.12\|16.00\|16.25\|15.31\|304946;2026-05-27\|16.13\|1.51\|15.75\|16.40\|15.23\|379426;2026-05-28\|15.95\|-1.12\|16.60\|16.65\|15.11\|429209;2026-05-29\|15.61\|-2.13\|15.80\|16.66\|15.40\|339453;2026-06-01\|16.26\|4.16\|15.40\|16.70\|15.38\|379741;2026-06-02\|17.89\|10.02\|16.06\|17.89\|16.02\|806652;2026-06-03\|18.90\|5.65\|17.85\|19.30\|17.51\|827563;2026-06-04\|18.50\|-2.12\|18.50\|18.95\|18.20\|430841;2026-06-05\|18.70\|1.08\|18.80\|19.56\|18.44\|575907;2026-06-08\|18.24\|-2.46\|17.95\|18.96\|17.84\|369473;2026-06-09\|17.44\|-4.39\|18.32\|18.40\|16.83\|418775;2026-06-10\|19.18\|9.98\|17.43\|19.18\|16.80\|617450;2026-06-11\|19.00\|-0.94\|19.11\|19.67\|18.50\|586291;2026-06-12\|18.38\|-3.26\|19.00\|19.13\|17.77\|474452;2026-06-15\|18.55\|0.92\|18.44\|18.70\|18.15\|336944;2026-06-16\|18.13\|-2.26\|18.23\|18.45\|17.83\|369165;2026-06-17\|18.45\|1.76\|18.28\|18.78\|17.44\|536188;2026-06-18\|19.45\|5.42\|18.15\|19.80\|17.81\|664983;2026-06-22\|19.59\|0.93\|19.08\|19.95\|17.89\|700658;2026-06-23\|18.40\|-6.07\|19.04\|19.38\|18.08\|445298;2026-06-24\|17.95\|-2.45\|18.00\|18.20\|17.23\|318453;2026-06-25\|17.10\|-4.74\|18.08\|18.15\|17.10\|334047;2026-06-26\|18.81\|10.00\|17.98\|18.81\|17.75\|480913;2026-06-29\|20.35\|8.19\|18.36\|20.69\|18.30\|1111110;2026-06-30\|20.29\|-0.29\|20.26\|20.35\|18.70\|752054;2026-07-01\|20.92\|3.10\|20.56\|21.73\|20.16\|526950;2026-07-02\|19.79\|-5.40\|20.40\|21.64\|19.62\|428557;2026-07-03\|18.90\|-4.50\|19.82\|19.84\|18.83\|385821;2026-07-06\|17.97\|-4.92\|18.99\|19.50\|17.85\|331475;2026-07-07\|16.81\|-6.46\|18.25\|18.53\|16.60\|376895;2026-07-08\|16.13\|-4.05\|16.80\|16.90\|15.86\|304305;2026-07-09\|16.83\|4.34\|16.08\|16.92\|15.48\|384838;2026-07-10\|15.18\|-9.80\|16.18\|16.70\|15.17\|435996;2026-07-13\|14.42\|-5.01\|14.87\|15.27\|14.20\|328702;2026-07-14\|15.45\|7.14\|14.71\|15.86\|14.61\|498938;2026-07-15\|14.50\|-6.15\|15.60\|15.67\|14.35\|280888;2026-07-16\|14.03\|-3.24\|14.48\|15.08\|13.93\|264352;2026-07-17\|13.05\|-6.99\|13.90\|14.20\|12.95\|274054;2026-07-20\|12.30\|-5.75\|13.31\|13.43\|11.86\|325429;2026-07-21\|12.69\|3.17\|12.15\|13.49\|11.19\|351227;2026-07-22\|12.69\|0.00\|12.50\|12.99\|12.40\|253578;2026-07-23\|12.57\|-0.95\|12.63\|12.83\|12.40\|174711;2026-07-24\|12.34\|-1.83\|12.34\|12.74\|12.18\|143272;2026-07-27\|12.74\|3.24\|12.43\|12.75\|12.03\|166946;2026-07-28\|12.66\|-0.63\|12.74\|13.20\|12.40\|218945;2026-07-29\|12.50\|-1.26\|12.73\|12.78\|12.07\|202440;2026-07-30\|12.03\|-3.76\|12.44\|12.81\|11.91\|243208;2026-07-31\|12.50\|3.91\|12.50\|12.96\|12.45\|247738;2026-08-03\|12.49\|-0.08\|12.53\|12.78\|12.29\|129499;2026-08-04\|13.27\|6.25\|12.60\|13.33\|12.49\|213418;2026-08-05\|14.10\|6.25\|13.18\|14.39\|13.17\|247238;2026-08-06\|14.44\|2.41\|14.18\|14.50\|14.00\|208121;2026-08-07\|14.45\|0.07\|14.45\|14.79\|14.32\|165768;2026-08-10\|14.73\|1.94\|14.46\|14.74\|14.27\|134712;2026-08-11\|14.40\|-2.24\|14.73\|14.73\|14.13\|134918;2026-08-12\|14.28\|-0.83\|14.43\|14.65\|14.23\|176910;2026-08-13\|14.18\|-0.70\|14.47\|14.83\|14.00\|155438;2026-08-14\|14.23\|0.35\|14.18\|14.34\|13.91\|114288;2026-08-17\|14.69\|3.23\|14.32\|14.78\|14.19\|145458;2026-08-18\|14.38\|-2.11\|14.90\|15.02\|14.35\|159730;2026-08-19\|13.14\|-8.62\|13.88\|14.13\|13.12\|187152;2026-08-20\|13.14\|0.00\|13.40\|13.45\|13.03\|142903;2026-08-21\|13.40\|1.98\|13.15\|13.59\|13.00\|102255;2026-08-24\|13.10\|-2.24\|13.55\|13.55\|12.83\|104564;2026-08-25\|14.41\|10.00\|12.93\|14.41\|12.73\|157800;2026-08-26\|14.64\|1.60\|14.41\|14.88\|13.83\|491106;2026-08-27\|15.39\|5.12\|14.57\|15.64\|14.50\|427172;2026-08-28\|15.90\|3.31\|15.39\|16.07\|15.25\|341087;2026-08-31\|16.01\|0.69\|15.58\|16.36\|15.50\|285503;2026-09-01\|16.30\|1.81\|15.96\|16.46\|15.94\|289299;2026-09-02\|16.40\|0.61\|16.39\|17.37\|16.11\|454886;2026-09-03\|16.77\|2.26\|16.50\|17.20\|16.33\|315670;2026-09-04\|16.25\|-3.10\|16.80\|16.87\|16.09\|248915;2026-09-07\|16.31\|0.37\|16.25\|16.46\|15.83\|186775;2026-09-08\|15.92\|-2.39\|16.35\|16.58\|15.76\|165210;2026-09-09\|16.43\|3.20\|15.81\|16.58\|15.81\|231332;2026-09-10\|16.21\|-1.34\|16.20\|16.45\|16.00\|134517;2026-09-11\|16.00\|-1.30\|16.10\|16.28\|15.75\|158915;2026-09-14\|15.77\|-1.44\|15.98\|16.24\|15.73\|142140
117197	消息称台积电先进制程代工将全线涨价	氢能源+芯长征入主+一季报扭亏 1、据2026年7月1日公告，公司拟转让参股公司启盘科技5.5%股权，转让价格不低于2200万元，预计将在2026年度产生不低于1650万元利润，对公司财务状况产生积极影响。 2、据2026年4月3日公告，芯长征已完成受让公司24.73%股份成为控股股东，朱阳军成为实控人。据2025年年报，公司未来将与控股股东共享半导体行业市场资源，以半导体污水处理为切入点，探索以半导体企业为代表的工业服务。 3、据2026年4月30日一季报，公司一季度归母净利润1724.61万元，同比增长459.36%，主要系持续落实降本增效措施，业务盈利改善且期间费用显著下降。	公司控股股东变更为芯长征，其核心业务包括硅基芯片及模组系列、第三代半导体芯片及模组系列（SiC、GaN）及功率器件检测装备	2026-05-11\|12.63\|1.28\|12.49\|12.72\|12.39\|128350;2026-05-12\|12.10\|-4.20\|12.54\|12.56\|12.05\|102700;2026-05-13\|12.41\|2.56\|12.13\|12.59\|12.00\|100442;2026-05-14\|13.65\|9.99\|12.44\|13.65\|12.10\|272160;2026-05-15\|13.81\|1.17\|13.66\|14.20\|13.17\|343877;2026-05-18\|14.58\|5.58\|13.51\|15.05\|13.48\|308324;2026-05-19\|14.15\|-2.95\|14.44\|14.44\|13.74\|211810;2026-05-20\|13.89\|-1.84\|13.70\|14.44\|13.17\|185070;2026-05-21\|13.06\|-5.98\|13.75\|14.12\|12.93\|186445;2026-05-22\|12.76\|-2.30\|13.05\|13.45\|12.55\|150340;2026-05-25\|12.33\|-3.37\|12.85\|12.91\|11.88\|162857;2026-05-26\|11.80\|-4.30\|12.22\|12.22\|11.60\|116617;2026-05-27\|11.39\|-3.47\|11.74\|11.79\|11.30\|81842;2026-05-28\|11.59\|1.76\|11.43\|11.64\|11.24\|62316;2026-05-29\|10.97\|-5.35\|11.72\|11.73\|10.89\|102641;2026-06-01\|11.56\|5.38\|10.83\|11.73\|10.81\|89341;2026-06-02\|11.29\|-2.34\|11.66\|11.66\|11.22\|51446;2026-06-03\|11.20\|-0.80\|11.29\|11.34\|11.11\|44289;2026-06-04\|12.32\|10.00\|11.19\|12.32\|11.19\|136366;2026-06-05\|12.36\|0.32\|12.26\|12.78\|12.17\|151045;2026-06-08\|11.97\|-3.16\|12.34\|12.44\|11.82\|83240;2026-06-09\|11.95\|-0.17\|12.08\|12.42\|11.84\|75948;2026-06-10\|11.68\|-2.26\|11.94\|12.02\|11.59\|60970;2026-06-11\|11.63\|-0.43\|11.65\|11.75\|11.40\|51036;2026-06-12\|11.60\|-0.26\|11.71\|11.95\|11.33\|65779;2026-06-15\|12.16\|4.83\|11.63\|12.57\|11.61\|104838;2026-06-16\|12.27\|0.90\|12.10\|12.37\|11.76\|89616;2026-06-17\|11.73\|-4.40\|12.21\|12.45\|11.68\|83475;2026-06-18\|11.65\|-0.68\|11.74\|11.84\|11.40\|55973;2026-06-22\|11.26\|-3.35\|11.65\|11.65\|11.01\|80164;2026-06-23\|11.36\|0.89\|11.19\|11.66\|11.15\|50021;2026-06-24\|12.01\|5.72\|11.32\|12.32\|10.86\|128284;2026-06-25\|11.67\|-2.83\|11.95\|11.99\|11.49\|72481;2026-06-26\|12.84\|10.03\|11.63\|12.84\|11.61\|157030;2026-06-29\|13.05\|1.64\|13.18\|13.78\|12.86\|279558;2026-06-30\|13.49\|3.37\|13.10\|13.50\|12.78\|167893;2026-07-01\|13.53\|0.30\|13.49\|14.10\|13.25\|182149;2026-07-02\|13.09\|-3.25\|13.29\|13.54\|13.01\|117058;2026-07-03\|14.15\|8.10\|13.08\|14.40\|13.08\|276094;2026-07-06\|15.57\|10.04\|14.85\|15.57\|14.64\|404125;2026-07-07\|15.82\|1.61\|15.59\|16.18\|15.20\|320647;2026-07-08\|15.84\|0.13\|15.90\|16.60\|14.99\|276649;2026-07-09\|16.15\|1.96\|15.93\|16.30\|15.15\|224628;2026-07-10\|15.92\|-1.42\|15.88\|16.50\|15.60\|179835;2026-07-13\|15.24\|-4.27\|15.92\|16.26\|15.10\|166675;2026-07-14\|15.50\|1.71\|15.21\|15.91\|15.00\|161512;2026-07-15\|14.45\|-6.77\|15.17\|15.54\|13.96\|199967;2026-07-16\|14.10\|-2.42\|14.05\|14.64\|14.00\|116664;2026-07-17\|13.74\|-2.55\|14.06\|14.44\|13.58\|151093;2026-07-20\|12.37\|-9.97\|13.88\|13.97\|12.37\|148449;2026-07-21\|12.52\|1.21\|12.37\|12.71\|11.15\|181462;2026-07-22\|12.38\|-1.12\|12.30\|12.83\|12.14\|94397;2026-07-23\|13.03\|5.25\|12.60\|13.08\|11.99\|171814;2026-07-24\|12.85\|-1.38\|12.78\|13.64\|12.59\|211519;2026-07-27\|11.76\|-8.48\|13.40\|13.40\|11.57\|268583;2026-07-28\|11.21\|-4.68\|11.30\|11.94\|11.01\|150789;2026-07-29\|10.96\|-2.23\|11.07\|11.32\|10.78\|134236;2026-07-30\|10.30\|-6.02\|10.79\|11.20\|10.28\|139051;2026-07-31\|10.95\|6.31\|10.70\|11.14\|10.53\|159540;2026-08-03\|11.05\|0.91\|11.08\|11.16\|10.79\|68025;2026-08-04\|11.43\|3.44\|11.09\|11.66\|11.05\|82904;2026-08-05\|12.23\|7.00\|11.43\|12.57\|11.40\|182847;2026-08-06\|12.50\|2.21\|12.37\|12.66\|11.90\|127230;2026-08-07\|12.43\|-0.56\|12.47\|12.65\|12.20\|72533;2026-08-10\|13.08\|5.23\|12.43\|13.19\|12.32\|93583;2026-08-11\|12.68\|-3.06\|12.76\|13.16\|12.51\|78137;2026-08-12\|12.91\|1.81\|12.70\|13.30\|12.70\|73660;2026-08-13\|14.20\|9.99\|12.95\|14.20\|12.95\|162316;2026-08-14\|14.12\|-0.56\|14.16\|14.68\|13.71\|204719;2026-08-17\|14.61\|3.47\|14.12\|14.65\|14.00\|139968;2026-08-18\|14.76\|1.03\|14.45\|14.86\|14.36\|100322;2026-08-19\|13.96\|-5.42\|14.49\|14.72\|13.75\|125251;2026-08-20\|14.55\|4.23\|14.03\|15.07\|13.90\|130410;2026-08-21\|14.19\|-2.47\|14.55\|14.65\|14.16\|97914;2026-08-24\|14.39\|1.41\|14.11\|14.75\|13.48\|173096;2026-08-25\|14.19\|-1.39\|14.29\|14.40\|13.89\|80941;2026-08-26\|14.10\|-0.63\|14.16\|14.44\|13.94\|72539;2026-08-27\|13.98\|-0.85\|14.15\|14.21\|13.84\|71263;2026-08-28\|13.95\|-0.21\|13.97\|14.06\|13.79\|47884;2026-08-31\|14.18\|1.65\|13.82\|14.30\|13.67\|68216;2026-09-01\|14.08\|-0.71\|14.18\|14.18\|13.62\|65321;2026-09-02\|14.01\|-0.50\|13.91\|14.50\|13.81\|60099;2026-09-03\|14.10\|0.64\|14.08\|14.45\|13.99\|56445;2026-09-04\|13.59\|-3.62\|14.23\|14.39\|13.55\|78154;2026-09-07\|14.23\|4.71\|13.61\|14.52\|13.61\|89797;2026-09-08\|14.45\|1.55\|14.28\|14.75\|14.08\|88258;2026-09-09\|15.12\|4.64\|14.45\|15.45\|14.45\|136908;2026-09-10\|14.61\|-3.37\|15.00\|15.21\|14.57\|91054;2026-09-11\|14.21\|-2.74\|14.50\|14.55\|13.75\|101522;2026-09-14\|14.16\|-0.35\|14.16\|14.53\|13.86\|67149
117196	消息称台积电先进制程代工将全线涨价	半导体洁净室+PCB+可转债批复行业原因：光大证券指出，一系列经济数据表明，人工智能基础设施的持续高涨，使高端算力芯片和存储芯片等算力建设硬件方面的需求成为最确定的主线。公司原因： 1、据2026年6月17日公告，公司向不特定对象发行可转换公司债券申请获得上海证券交易所上市审核委员会审核通过，拟募资用于含泰国项目在内的高科技产业专项工程。 2、据2026年5月29日机构调研，公司已陆续在泰国、越南和大陆市场承接来自PCB行业的洁净室工程订单，2025年度境外营收12.54亿元，同比增长85.11%，占总营收比例提升至41.99%。 3、据2026年6月27日异常波动公告，公司主营洁净室系统集成工程，具备半导体全产业链洁净室施工能力，服务涵盖IC制造、封测等环节，与下游头部客户建立长期合作。	公司提供英诺赛科（苏州）半导体禅额眼帘洁净室工程服务，核心技术覆盖气流管理、微分子污染控制等领域，已实现量产配套	2026-05-11\|106.20\|3.26\|104.00\|108.78\|103.68\|32830;2026-05-12\|102.99\|-3.02\|106.00\|106.95\|101.30\|29417;2026-05-13\|104.41\|1.38\|102.60\|106.29\|100.90\|23083;2026-05-14\|106.79\|2.28\|104.40\|109.63\|101.62\|39472;2026-05-15\|110.75\|3.71\|105.97\|114.99\|105.50\|60045;2026-05-18\|110.98\|0.21\|110.85\|113.98\|108.30\|49849;2026-05-19\|122.08\|10.00\|115.00\|122.08\|107.00\|52947;2026-05-20\|128.21\|5.02\|123.50\|133.95\|120.09\|66562;2026-05-21\|115.39\|-10.00\|124.50\|126.58\|115.39\|51684;2026-05-22\|112.82\|-2.23\|115.30\|116.55\|107.10\|42366;2026-05-25\|109.68\|-2.78\|113.04\|114.05\|108.00\|31840;2026-05-26\|104.20\|-5.00\|108.18\|108.40\|100.03\|38223;2026-05-27\|112.38\|7.85\|104.21\|114.49\|104.03\|46211;2026-05-28\|112.45\|0.06\|111.15\|114.38\|110.17\|30376;2026-05-29\|103.66\|-7.82\|113.85\|114.00\|103.25\|33138;2026-06-01\|101.64\|-1.95\|102.35\|106.23\|101.06\|19504;2026-06-02\|98.97\|-2.63\|100.51\|102.60\|96.10\|24939;2026-06-03\|97.19\|-1.80\|98.98\|100.46\|96.50\|29047;2026-06-04\|100.10\|2.99\|96.72\|101.20\|94.00\|24874;2026-06-05\|101.02\|0.92\|100.29\|104.61\|98.01\|28523;2026-06-08\|96.85\|-4.13\|93.00\|103.00\|93.00\|20403;2026-06-09\|106.54\|10.01\|97.58\|106.54\|97.58\|20786;2026-06-10\|106.12\|-0.39\|108.70\|115.70\|106.00\|70031;2026-06-11\|115.03\|8.40\|104.85\|115.06\|103.69\|66540;2026-06-12\|113.27\|-0.97\|115.99\|118.50\|111.01\|56969;2026-06-15\|111.88\|-1.23\|112.00\|113.17\|106.90\|42303;2026-06-16\|115.18\|2.95\|111.00\|115.32\|107.76\|49512;2026-06-17\|120.16\|4.32\|111.72\|123.22\|110.00\|57302;2026-06-18\|112.84\|-6.09\|117.00\|119.88\|110.56\|42622;2026-06-22\|110.19\|-2.35\|112.84\|114.01\|106.77\|35107;2026-06-23\|110.45\|0.24\|108.00\|114.00\|106.40\|29196;2026-06-24\|117.60\|6.47\|112.30\|120.60\|111.39\|55201;2026-06-25\|123.25\|4.80\|122.00\|129.33\|120.53\|62976;2026-06-26\|135.58\|10.00\|123.21\|135.58\|120.55\|36841;2026-06-29\|149.14\|10.00\|140.30\|149.14\|134.97\|85054;2026-06-30\|146.50\|-1.77\|153.00\|157.00\|142.50\|77525;2026-07-01\|144.00\|-1.71\|148.00\|149.35\|141.57\|55752;2026-07-02\|129.60\|-10.00\|135.00\|143.75\|129.60\|53580;2026-07-03\|125.40\|-3.24\|129.60\|130.70\|124.00\|40506;2026-07-06\|119.12\|-5.01\|127.35\|127.49\|116.00\|28949;2026-07-07\|115.56\|-2.99\|118.00\|119.92\|114.05\|29214;2026-07-08\|113.60\|-1.70\|115.77\|119.23\|109.20\|30607;2026-07-09\|113.61\|0.01\|114.47\|117.39\|109.40\|31489;2026-07-10\|114.99\|1.21\|115.99\|122.16\|113.87\|61828;2026-07-13\|111.66\|-2.90\|110.01\|118.10\|110.00\|39468;2026-07-14\|112.50\|0.75\|110.93\|116.66\|105.00\|45450;2026-07-15\|101.25\|-10.00\|113.83\|113.83\|101.25\|39334;2026-07-16\|91.13\|-10.00\|95.69\|98.00\|91.13\|41365;2026-07-17\|82.02\|-10.00\|90.35\|91.00\|82.02\|41431;2026-07-20\|73.82\|-10.00\|82.02\|82.88\|73.82\|36712;2026-07-21\|80.11\|8.52\|73.82\|80.19\|66.44\|65098;2026-07-22\|75.77\|-5.42\|77.34\|80.46\|74.93\|41852;2026-07-23\|74.51\|-1.66\|75.72\|77.70\|73.86\|25743;2026-07-24\|73.18\|-1.78\|73.05\|77.24\|72.21\|23462;2026-07-27\|76.26\|4.21\|73.50\|76.26\|71.71\|27505;2026-07-28\|70.65\|-7.36\|74.68\|76.98\|70.00\|27405;2026-07-29\|77.72\|10.01\|77.72\|77.72\|77.72\|14793;2026-07-30\|69.95\|-10.00\|81.22\|81.22\|69.95\|36076;2026-07-31\|73.23\|4.69\|72.00\|75.78\|70.77\|70582;2026-08-03\|67.00\|-8.51\|72.80\|72.80\|66.68\|45000;2026-08-04\|73.70\|10.00\|68.03\|73.70\|66.78\|52997;2026-08-05\|77.87\|5.66\|73.88\|78.99\|73.30\|45090;2026-08-06\|80.54\|3.43\|77.00\|81.88\|76.26\|37629;2026-08-07\|82.60\|2.56\|81.26\|82.99\|78.60\|31762;2026-08-10\|83.06\|0.56\|83.36\|83.36\|79.70\|31097;2026-08-11\|83.98\|1.11\|82.00\|84.56\|81.69\|25322;2026-08-12\|84.68\|0.83\|85.26\|85.80\|83.24\|23159;2026-08-13\|85.31\|0.74\|85.10\|87.98\|85.00\|29703;2026-08-14\|86.89\|1.85\|85.98\|87.50\|83.83\|25399;2026-08-17\|91.56\|5.37\|86.89\|91.65\|86.58\|38781;2026-08-18\|90.58\|-1.07\|91.21\|92.58\|88.41\|31675;2026-08-19\|83.45\|-7.87\|87.00\|88.84\|82.80\|28637;2026-08-20\|82.86\|-0.71\|85.60\|85.85\|82.12\|25669;2026-08-21\|82.29\|-0.69\|82.54\|83.79\|80.90\|27874;2026-08-24\|80.10\|-2.66\|82.20\|82.54\|77.95\|27855;2026-08-25\|79.54\|-0.70\|78.38\|80.39\|75.72\|17066;2026-08-26\|79.18\|-0.45\|79.85\|80.49\|78.54\|14651;2026-08-27\|80.28\|1.39\|78.57\|80.75\|77.28\|21342;2026-08-28\|81.16\|1.10\|79.80\|84.80\|79.80\|29323;2026-08-31\|80.41\|-0.92\|80.00\|81.75\|78.02\|22604;2026-09-01\|78.36\|-2.55\|80.41\|80.46\|77.88\|18616;2026-09-02\|77.01\|-1.72\|77.20\|77.75\|76.03\|14065;2026-09-03\|78.03\|1.32\|77.60\|79.88\|77.44\|19763;2026-09-04\|76.20\|-2.35\|79.20\|80.86\|75.60\|24244;2026-09-07\|77.83\|2.14\|77.00\|78.57\|76.50\|16626;2026-09-08\|85.61\|10.00\|78.12\|85.61\|77.00\|47128;2026-09-09\|85.08\|-0.62\|85.20\|92.37\|84.75\|73622;2026-09-10\|83.21\|-2.20\|84.86\|86.88\|82.83\|43303;2026-09-11\|79.76\|-4.15\|81.83\|83.21\|77.50\|36526;2026-09-14\|79.52\|-0.30\|79.26\|80.98\|77.10\|22106
117195	消息称台积电先进制程代工将全线涨价	半导体洁净室+OLED洁净室+订单新高+存储芯片行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月25日公告，公司与中建三局签署“TCL华星第8.6代印刷OLED生产线一期项目洁净2包”实施合同，签约合同总金额3.59亿元含税。 2、据2026年5月29日互动易，受益于下游半导体、新型显示等电子产业投资保持高景气，公司2026年1-4月新签订单不含税43.25亿元，承接项目规模增长较快。 3、据2025年年度报告，公司参建了国内首个投入量产的动态随机存取存储芯片DRAM设计制造一体化项目，主要客户包括长鑫存储、长江存储等。 4、据2025年年度报告，公司主营洁净室系统集成，覆盖半导体及泛半导体、新型显示等产业，是国内少数具备承接多行业主流项目能力的洁净室系统集成解决方案提供商之一。	我国洁净室行业头部企业之一，长鑫为公司客户之一	2026-05-11\|26.70\|3.97\|25.81\|27.29\|25.58\|277506;2026-05-12\|25.75\|-3.56\|26.35\|26.46\|25.45\|188169;2026-05-13\|25.94\|0.74\|25.21\|26.09\|24.90\|157369;2026-05-14\|25.62\|-1.23\|25.99\|26.40\|25.13\|144964;2026-05-15\|28.18\|9.99\|25.62\|28.18\|25.48\|311574;2026-05-18\|31.00\|10.01\|30.40\|31.00\|30.05\|111758;2026-05-19\|30.27\|-2.35\|31.00\|31.00\|28.90\|507028;2026-05-20\|33.30\|10.01\|29.95\|33.30\|29.95\|448608;2026-05-21\|33.13\|-0.51\|33.97\|35.66\|33.13\|505315;2026-05-22\|32.99\|-0.42\|33.35\|35.15\|32.00\|437378;2026-05-25\|33.70\|2.15\|32.00\|34.93\|31.31\|417006;2026-05-26\|31.03\|-7.92\|32.00\|32.21\|30.33\|357490;2026-05-27\|29.22\|-5.83\|30.96\|31.02\|28.91\|270646;2026-05-28\|28.48\|-2.53\|29.22\|29.77\|28.03\|200393;2026-05-29\|26.57\|-6.71\|28.39\|28.56\|26.30\|207251;2026-06-01\|25.36\|-4.55\|26.70\|26.90\|25.26\|151543;2026-06-02\|26.40\|4.10\|25.63\|26.73\|24.92\|226070;2026-06-03\|27.46\|4.02\|26.40\|28.18\|26.01\|350005;2026-06-04\|28.30\|3.06\|27.10\|28.83\|27.00\|241761;2026-06-05\|27.60\|-2.47\|28.01\|28.77\|27.39\|207951;2026-06-08\|27.13\|-1.70\|25.61\|27.96\|25.61\|146505;2026-06-09\|28.65\|5.60\|27.99\|29.57\|27.83\|219756;2026-06-10\|29.22\|1.99\|28.05\|30.66\|28.05\|333038;2026-06-11\|30.89\|5.72\|28.30\|30.97\|28.00\|333011;2026-06-12\|29.45\|-4.66\|31.61\|31.70\|29.45\|347947;2026-06-15\|32.40\|10.02\|30.00\|32.40\|29.60\|283408;2026-06-16\|32.06\|-1.05\|32.80\|33.30\|31.50\|321125;2026-06-17\|33.12\|3.31\|31.44\|33.70\|31.44\|295075;2026-06-18\|31.38\|-5.25\|32.60\|33.12\|30.73\|295882;2026-06-22\|29.76\|-5.16\|31.00\|31.37\|28.65\|279825;2026-06-23\|29.43\|-1.11\|29.66\|30.52\|28.68\|198815;2026-06-24\|32.37\|9.99\|28.89\|32.37\|28.82\|285059;2026-06-25\|34.80\|7.51\|33.95\|35.13\|33.10\|399857;2026-06-26\|38.28\|10.00\|34.77\|38.28\|34.35\|370442;2026-06-29\|42.11\|10.01\|40.66\|42.11\|38.00\|217208;2026-06-30\|44.04\|4.58\|44.46\|45.70\|42.50\|564044;2026-07-01\|41.30\|-6.22\|43.00\|44.49\|40.90\|444189;2026-07-02\|37.95\|-8.11\|38.97\|40.30\|37.80\|351667;2026-07-03\|37.38\|-1.50\|37.95\|39.00\|36.12\|263549;2026-07-06\|35.90\|-3.78\|37.37\|38.09\|35.00\|177496;2026-07-07\|34.86\|-2.90\|35.32\|36.06\|34.14\|171106;2026-07-08\|34.36\|-1.43\|35.41\|35.87\|32.68\|195813;2026-07-09\|35.55\|3.46\|36.64\|37.80\|33.70\|414315;2026-07-10\|36.07\|1.46\|35.55\|38.61\|34.98\|424369;2026-07-13\|36.36\|0.80\|34.52\|38.55\|34.08\|417806;2026-07-14\|35.41\|-2.61\|36.36\|37.64\|33.78\|333627;2026-07-15\|33.49\|-5.42\|36.55\|36.66\|32.60\|266528;2026-07-16\|31.66\|-5.46\|31.47\|34.33\|31.47\|204067;2026-07-17\|30.44\|-3.85\|31.46\|33.53\|30.27\|261155;2026-07-20\|27.40\|-9.99\|30.99\|31.00\|27.40\|181224;2026-07-21\|28.76\|4.96\|26.37\|28.94\|24.66\|351660;2026-07-22\|28.75\|-0.03\|28.00\|29.48\|27.74\|201470;2026-07-23\|28.11\|-2.23\|28.80\|29.98\|27.90\|134008;2026-07-24\|28.38\|0.96\|27.82\|29.77\|27.50\|179116;2026-07-27\|30.00\|5.71\|28.40\|30.18\|26.58\|194676;2026-07-28\|27.10\|-9.67\|29.01\|29.90\|27.01\|185715;2026-07-29\|26.16\|-3.47\|27.04\|28.28\|24.80\|183082;2026-07-30\|23.54\|-10.02\|25.85\|26.17\|23.54\|140521;2026-07-31\|23.93\|1.66\|25.00\|25.42\|23.88\|166853;2026-08-03\|21.90\|-8.48\|23.93\|24.00\|21.66\|193698;2026-08-04\|23.19\|5.89\|22.26\|23.54\|21.54\|184701;2026-08-05\|24.72\|6.60\|23.30\|25.20\|23.23\|172604;2026-08-06\|25.40\|2.75\|24.42\|25.60\|24.16\|164899;2026-08-07\|26.15\|2.95\|25.40\|26.50\|25.20\|150435;2026-08-10\|26.30\|0.57\|26.16\|26.60\|25.70\|125631;2026-08-11\|26.33\|0.11\|26.24\|26.77\|25.57\|112846;2026-08-12\|26.68\|1.33\|26.85\|27.01\|26.30\|142721;2026-08-13\|26.16\|-1.95\|26.91\|27.58\|26.10\|136306;2026-08-14\|26.81\|2.48\|26.46\|27.68\|26.28\|115605;2026-08-17\|28.38\|5.86\|26.80\|28.66\|26.62\|170026;2026-08-18\|27.90\|-1.69\|28.30\|29.08\|27.40\|149625;2026-08-19\|25.26\|-9.46\|26.97\|27.50\|25.20\|141918;2026-08-20\|25.18\|-0.32\|25.91\|25.94\|25.01\|130439;2026-08-21\|25.35\|0.68\|25.18\|25.86\|24.69\|78554;2026-08-24\|25.20\|-0.59\|25.36\|25.68\|24.30\|115312;2026-08-25\|24.81\|-1.55\|24.80\|25.20\|23.88\|89378;2026-08-26\|25.84\|4.15\|26.00\|26.30\|25.20\|159002;2026-08-27\|27.11\|4.91\|26.31\|27.20\|25.41\|168725;2026-08-28\|25.82\|-4.76\|26.90\|27.16\|25.71\|140619;2026-08-31\|25.62\|-0.77\|25.22\|25.81\|24.92\|100580;2026-09-01\|24.30\|-5.15\|25.62\|25.62\|24.14\|127598;2026-09-02\|23.92\|-1.56\|23.98\|24.22\|23.63\|73742;2026-09-03\|23.92\|0.00\|23.97\|24.23\|23.58\|62101;2026-09-04\|23.28\|-2.68\|23.97\|24.40\|23.07\|77391;2026-09-07\|23.67\|1.68\|23.40\|23.94\|23.40\|72312;2026-09-08\|23.98\|1.31\|23.60\|24.59\|23.20\|112614;2026-09-09\|23.82\|-0.67\|24.18\|24.98\|23.58\|89387;2026-09-10\|23.37\|-1.89\|23.59\|23.83\|23.33\|55692;2026-09-11\|22.83\|-2.31\|22.98\|23.30\|22.08\|79943;2026-09-14\|22.86\|0.13\|22.69\|23.00\|22.36\|57947
117194	消息称台积电先进制程代工将全线涨价	半导体工程+并购重组+浓缩苹果汁+央企行业原因： 1、6月12日早间，日韩股市开盘大涨，韩国KOSPI指数暴涨超8%，三星电子暴涨超12%，SK海力士一度大涨超9%。隔夜美股芯片股集体飙升，费城半导体指数创超一年来最大涨幅。 2、据央视新闻报道，特朗普称鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年5月13日公告，公司拟发行股份收购中国电子工程设计院100%股权已回复交易所问询，标的公司承担了国内首个12英寸3D闪存芯片生产线等多个半导体项目的设计与总包，服务中芯国际、长鑫存储等头部客户，在半导体产线领域占据重要地位。 2、据2026年6月5日及6月11日互动易，公司收购电子院的重组相关工作正在推进中；电子院子公司世源科技获重大中标候选人公示，尽管因重组未完成暂未纳入公司信披范围，但彰显了标的资产在电子信息产业工程服务领域的竞争力。 3、据2026年3月28日年报，公司是国内浓缩苹果汁行业龙头，产品外销占比高，并与全球知名食品企业保持稳定合作；控股股东为国投集团，实控人为国务院国资委，重组后将形成电子信息服务与浓缩果汁双主业格局。	公司拟收购的中国电子工程设计院承担第一条由国内企业主导的12英寸3D闪存芯片生产线等多条集成电路产线设计总包	2026-05-11\|24.17\|3.64\|23.33\|24.68\|23.31\|74878;2026-05-12\|24.45\|1.16\|24.00\|24.50\|23.83\|57787;2026-05-13\|24.61\|0.65\|24.50\|25.88\|24.12\|119629;2026-05-14\|23.94\|-2.72\|24.88\|25.19\|23.90\|103271;2026-05-15\|24.63\|2.88\|23.92\|25.18\|23.80\|99905;2026-05-18\|25.44\|3.29\|24.64\|25.50\|24.64\|85223;2026-05-19\|25.14\|-1.18\|25.44\|25.78\|24.79\|60589;2026-05-20\|27.65\|9.98\|24.93\|27.65\|24.93\|101087;2026-05-21\|25.84\|-6.55\|27.92\|28.97\|25.55\|193780;2026-05-22\|26.36\|2.01\|25.84\|26.63\|25.00\|116804;2026-05-25\|26.74\|1.44\|26.20\|27.05\|26.00\|88754;2026-05-26\|25.68\|-3.96\|26.39\|26.70\|25.14\|95957;2026-05-27\|25.29\|-1.52\|25.81\|26.47\|24.81\|91688;2026-05-28\|25.68\|1.54\|24.80\|25.84\|24.80\|50177;2026-05-29\|25.18\|-1.95\|25.62\|25.99\|24.90\|52347;2026-06-01\|25.66\|1.91\|25.25\|26.49\|25.23\|65722;2026-06-02\|24.94\|-2.81\|25.60\|25.79\|24.50\|65617;2026-06-03\|24.65\|-1.16\|24.94\|25.42\|24.50\|47815;2026-06-04\|24.19\|-1.87\|24.83\|24.83\|24.08\|44501;2026-06-05\|24.20\|0.04\|24.40\|24.48\|23.50\|41851;2026-06-08\|23.41\|-3.26\|23.49\|23.82\|22.95\|48119;2026-06-09\|24.69\|5.47\|23.60\|24.78\|23.31\|55234;2026-06-10\|24.73\|0.16\|24.50\|24.97\|24.20\|39084;2026-06-11\|23.83\|-3.64\|24.44\|24.88\|23.52\|39568;2026-06-12\|26.21\|9.99\|24.15\|26.21\|24.15\|57938;2026-06-15\|25.66\|-2.10\|26.72\|26.72\|24.93\|109773;2026-06-16\|24.91\|-2.92\|25.68\|25.86\|24.71\|77803;2026-06-17\|25.51\|2.41\|24.16\|26.50\|23.98\|91619;2026-06-18\|26.06\|2.16\|25.97\|26.59\|25.25\|80789;2026-06-22\|25.46\|-2.30\|26.10\|26.10\|25.01\|67593;2026-06-23\|25.06\|-1.57\|25.24\|26.45\|24.81\|71530;2026-06-24\|23.96\|-4.39\|24.99\|24.99\|23.27\|87342;2026-06-25\|26.36\|10.02\|24.10\|26.36\|23.60\|114021;2026-06-26\|29.00\|10.02\|27.36\|29.00\|26.90\|98970;2026-06-29\|29.02\|0.07\|30.50\|31.90\|28.00\|430069;2026-06-30\|30.17\|3.96\|29.16\|30.38\|27.49\|323060;2026-07-01\|29.35\|-2.72\|28.71\|31.35\|27.52\|316045;2026-07-02\|28.49\|-2.93\|28.02\|29.69\|27.85\|222271;2026-07-03\|27.00\|-5.23\|28.49\|28.51\|26.85\|145053;2026-07-06\|25.14\|-6.89\|26.68\|27.09\|25.13\|133222;2026-07-07\|24.79\|-1.39\|25.30\|25.66\|24.27\|70924;2026-07-08\|23.50\|-5.20\|24.81\|25.10\|23.47\|71636;2026-07-09\|23.59\|0.38\|24.23\|24.23\|22.50\|71702;2026-07-10\|24.63\|4.41\|23.85\|25.95\|23.61\|162648;2026-07-13\|25.30\|2.72\|24.08\|26.40\|24.08\|154413;2026-07-14\|25.15\|-0.59\|24.66\|25.95\|23.77\|105956;2026-07-15\|25.65\|1.99\|25.15\|26.27\|24.41\|91356;2026-07-16\|23.96\|-6.59\|25.63\|25.63\|23.88\|85512;2026-07-17\|22.02\|-8.10\|23.69\|23.97\|21.58\|91996;2026-07-20\|20.19\|-8.31\|22.20\|22.68\|19.90\|104915;2026-07-21\|20.81\|3.07\|20.48\|20.95\|18.90\|99573;2026-07-22\|20.10\|-3.41\|20.86\|21.35\|19.94\|62562;2026-07-23\|22.11\|10.00\|21.00\|22.11\|20.87\|28093;2026-07-24\|21.43\|-3.08\|24.31\|24.32\|21.32\|145125;2026-07-27\|23.57\|9.99\|21.36\|23.57\|21.36\|81705;2026-07-28\|23.60\|0.13\|23.88\|24.58\|23.41\|132447;2026-07-29\|23.98\|1.61\|23.60\|24.80\|23.30\|81981;2026-07-30\|22.97\|-4.21\|23.97\|24.33\|22.96\|75296;2026-07-31\|24.34\|5.96\|24.35\|24.49\|23.53\|83047;2026-08-03\|26.77\|9.98\|24.84\|26.77\|24.84\|119132;2026-08-04\|27.61\|3.14\|27.25\|27.78\|26.41\|118618;2026-08-05\|28.87\|4.56\|27.48\|29.10\|27.35\|105982;2026-08-06\|30.51\|5.68\|28.92\|31.76\|28.88\|214863;2026-08-07\|28.19\|-7.60\|30.41\|30.64\|27.88\|261802;2026-08-10\|28.15\|-0.14\|28.99\|28.99\|26.50\|171851;2026-08-11\|28.81\|2.34\|27.87\|28.99\|27.13\|121070;2026-08-12\|27.93\|-3.05\|29.99\|30.01\|27.65\|138445;2026-08-13\|25.76\|-7.77\|27.85\|27.89\|25.69\|158664;2026-08-14\|25.74\|-0.08\|25.68\|25.98\|25.14\|83387;2026-08-17\|26.31\|2.21\|25.75\|26.36\|25.25\|80098;2026-08-18\|26.13\|-0.68\|26.42\|26.45\|25.86\|62204;2026-08-19\|24.97\|-4.44\|25.80\|25.98\|24.95\|66359;2026-08-20\|25.22\|1.00\|25.13\|25.47\|24.81\|54189;2026-08-21\|25.43\|0.83\|25.23\|25.55\|24.62\|47956;2026-08-24\|25.94\|2.01\|25.43\|27.74\|25.43\|123654;2026-08-25\|26.02\|0.31\|25.60\|26.09\|24.91\|68249;2026-08-26\|26.10\|0.31\|25.93\|27.08\|25.81\|66596;2026-08-27\|25.34\|-2.91\|26.49\|26.49\|24.96\|101321;2026-08-28\|25.12\|-0.87\|25.00\|25.42\|24.80\|67007;2026-08-31\|25.56\|1.75\|24.79\|26.80\|24.53\|75030;2026-09-01\|25.35\|-0.82\|25.25\|25.79\|25.07\|41117;2026-09-02\|25.46\|0.43\|25.01\|25.82\|24.84\|56115;2026-09-03\|25.85\|1.53\|25.60\|26.10\|25.36\|53106;2026-09-04\|25.79\|-0.23\|25.86\|26.30\|25.55\|45503;2026-09-07\|25.22\|-2.21\|25.80\|26.00\|25.00\|44569;2026-09-08\|25.29\|0.28\|25.28\|25.77\|24.96\|40925;2026-09-09\|25.62\|1.30\|25.29\|25.64\|25.12\|36013;2026-09-10\|25.12\|-1.95\|25.36\|25.69\|24.98\|43335;2026-09-11\|25.24\|0.48\|24.96\|25.31\|24.60\|51081;2026-09-14\|25.58\|1.35\|25.19\|25.94\|24.90\|49209
117193	消息称台积电先进制程代工将全线涨价	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	2026-05-11\|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;2026-09-14\|18.65\|0.21\|19.00\|19.01\|18.31\|78594
117192	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	涨停揭秘：金风科技6月26日涨停，或受长征十乙火箭海南发射在即催化，市场挖掘航天+风电交叉题材，叠加其参股蓝箭航天的协同预期；涨停缘由：国内风电整机龙头，技术路线覆盖陆上与海上；持有蓝箭航天8.3%股权，后者为国内商业航天主力火箭研制方；航天发射密集期提升高端装备产业链关注度；资金逻辑：事件驱动型资金快速涌入高端装备板块，该股成交额显著放大，融资余额连续两日增加，杠杆资金参与积极；风险提示：航天业务占比较小，实际业绩贡献微弱；风电行业招标价格持续下行压制盈利空间；海外市场拓展面临地缘政治风险	国内风电龙头，对蓝箭航天空间科技的持股比例为8.3%	2026-05-11\|28.16\|-1.16\|28.90\|28.99\|28.00\|2246451;2026-05-12\|27.27\|-3.16\|28.06\|28.07\|27.01\|1946375;2026-05-13\|27.80\|1.94\|27.07\|27.94\|26.88\|1761552;2026-05-14\|26.03\|-6.37\|27.95\|28.00\|25.98\|2302553;2026-05-15\|25.09\|-3.61\|25.90\|26.35\|24.83\|1736128;2026-05-18\|25.79\|2.79\|25.00\|26.30\|25.00\|1462306;2026-05-19\|25.42\|-1.43\|25.56\|25.73\|25.13\|1042342;2026-05-20\|25.30\|-0.47\|25.20\|25.36\|24.69\|1158381;2026-05-21\|24.73\|-2.25\|25.49\|26.09\|24.61\|1779915;2026-05-22\|25.20\|1.90\|24.74\|25.25\|24.30\|1171680;2026-05-25\|24.88\|-1.27\|25.20\|25.28\|24.30\|1547898;2026-05-26\|24.51\|-1.49\|24.68\|24.75\|23.75\|1479360;2026-05-27\|23.60\|-3.71\|24.67\|24.96\|23.45\|1382654;2026-05-28\|24.30\|2.97\|23.60\|24.46\|23.48\|1336150;2026-05-29\|23.42\|-3.62\|24.15\|24.26\|23.32\|1387422;2026-06-01\|23.46\|0.17\|23.88\|24.08\|23.37\|1015201;2026-06-02\|23.24\|-0.94\|23.23\|23.39\|22.36\|1147135;2026-06-03\|23.61\|1.59\|23.10\|24.03\|22.80\|1241902;2026-06-04\|23.63\|0.08\|23.35\|23.75\|23.20\|791043;2026-06-05\|23.00\|-2.67\|23.85\|23.95\|22.97\|1164389;2026-06-08\|21.69\|-5.70\|22.17\|22.98\|21.58\|1211201;2026-06-09\|22.00\|1.43\|21.93\|22.08\|21.26\|1018540;2026-06-10\|21.25\|-3.41\|22.00\|22.29\|21.03\|1053771;2026-06-11\|21.13\|-0.56\|21.01\|21.28\|20.80\|842004;2026-06-12\|21.43\|1.42\|21.56\|22.30\|21.30\|1697071;2026-06-15\|21.34\|-0.42\|21.53\|21.66\|20.91\|1293343;2026-06-16\|21.77\|2.02\|21.69\|22.41\|21.39\|1443310;2026-06-17\|21.98\|0.96\|21.67\|22.10\|21.42\|1058409;2026-06-18\|22.49\|2.32\|21.89\|23.05\|21.83\|1441352;2026-06-22\|22.94\|2.00\|22.49\|22.95\|21.66\|1494541;2026-06-23\|21.75\|-5.19\|22.63\|23.05\|21.64\|1335052;2026-06-24\|22.20\|2.07\|21.55\|22.42\|21.04\|1191123;2026-06-25\|21.90\|-1.35\|22.00\|22.66\|21.58\|1299602;2026-06-26\|23.33\|6.53\|22.51\|23.90\|22.26\|3029974;2026-06-29\|21.73\|-6.86\|22.76\|22.84\|21.38\|2275479;2026-06-30\|23.90\|9.99\|22.89\|23.90\|22.89\|2060240;2026-07-01\|24.66\|3.18\|23.90\|25.06\|23.19\|3230984;2026-07-02\|23.51\|-4.66\|24.11\|24.60\|23.49\|2177889;2026-07-03\|24.59\|4.59\|23.50\|24.98\|23.50\|2147252;2026-07-06\|23.91\|-2.77\|24.73\|24.98\|23.52\|1699005;2026-07-07\|22.19\|-7.19\|23.53\|23.70\|22.03\|1551794;2026-07-08\|21.04\|-5.18\|21.96\|22.15\|21.02\|1228579;2026-07-09\|20.33\|-3.37\|20.82\|20.98\|19.71\|1504076;2026-07-10\|22.36\|9.99\|20.47\|22.36\|19.93\|2676621;2026-07-13\|20.27\|-9.35\|21.73\|21.85\|20.20\|1953213;2026-07-14\|19.17\|-5.43\|20.00\|20.00\|18.46\|1496265;2026-07-15\|18.88\|-1.51\|18.99\|19.38\|18.82\|849600;2026-07-16\|18.59\|-1.54\|18.48\|19.07\|17.93\|814783;2026-07-17\|17.01\|-8.50\|18.49\|18.59\|17.00\|1256735;2026-07-20\|17.03\|0.12\|17.40\|17.49\|16.69\|1049471;2026-07-21\|17.55\|3.05\|17.13\|17.62\|16.61\|1022635;2026-07-22\|17.51\|-0.23\|17.44\|18.08\|17.36\|922421;2026-07-23\|18.37\|4.91\|17.51\|18.38\|17.38\|1217526;2026-07-24\|17.62\|-4.08\|18.08\|18.20\|17.61\|890913;2026-07-27\|18.15\|3.01\|17.60\|18.18\|17.52\|753109;2026-07-28\|17.99\|-0.88\|18.15\|18.53\|17.90\|863133;2026-07-29\|18.08\|0.50\|18.00\|18.20\|17.52\|758524;2026-07-30\|18.01\|-0.39\|18.00\|18.35\|17.83\|821684;2026-07-31\|18.39\|2.11\|18.17\|18.66\|18.17\|965476;2026-08-03\|19.24\|4.62\|18.42\|19.39\|18.42\|1444605;2026-08-04\|19.49\|1.30\|19.40\|19.58\|18.94\|1275987;2026-08-05\|20.16\|3.44\|19.50\|20.35\|19.50\|1405974;2026-08-06\|20.76\|2.98\|20.10\|21.58\|20.09\|1757665;2026-08-07\|21.80\|6.03\|20.43\|21.88\|20.43\|1943990;2026-08-10\|21.68\|-0.55\|21.90\|21.90\|20.88\|1852180;2026-08-11\|19.92\|-8.12\|20.01\|20.34\|19.76\|2266539;2026-08-12\|20.44\|2.61\|19.89\|20.95\|19.57\|1335640;2026-08-13\|20.93\|2.40\|20.77\|21.41\|20.62\|1498883;2026-08-14\|20.93\|0.00\|20.94\|21.15\|20.48\|920121;2026-08-17\|21.76\|3.97\|21.40\|21.76\|21.01\|1214202;2026-08-18\|22.01\|1.15\|21.75\|22.18\|21.30\|1461523;2026-08-19\|22.03\|0.09\|24.21\|24.21\|22.00\|4082222;2026-08-20\|19.84\|-9.94\|21.50\|21.53\|19.83\|2693746;2026-08-21\|19.19\|-3.28\|19.24\|19.50\|18.90\|1588410;2026-08-24\|18.30\|-4.64\|18.90\|19.10\|18.00\|1346046;2026-08-25\|18.46\|0.87\|18.13\|18.62\|18.08\|811666;2026-08-26\|18.61\|0.81\|18.60\|19.02\|18.60\|1013218;2026-08-27\|18.74\|0.70\|18.45\|18.76\|18.35\|903370;2026-08-28\|18.41\|-1.76\|18.64\|18.67\|18.38\|841335;2026-08-31\|18.34\|-0.38\|18.18\|18.37\|18.05\|639341;2026-09-01\|18.19\|-0.82\|18.29\|18.48\|18.16\|664417;2026-09-02\|17.80\|-2.14\|18.06\|18.06\|17.77\|664213;2026-09-03\|17.70\|-0.56\|17.99\|18.01\|17.63\|558467;2026-09-04\|17.49\|-1.19\|17.82\|17.90\|17.36\|790965;2026-09-07\|17.65\|0.91\|17.51\|17.71\|17.38\|508622;2026-09-08\|17.75\|0.57\|17.66\|17.84\|17.56\|542429;2026-09-09\|17.85\|0.56\|17.70\|17.94\|17.60\|566857;2026-09-10\|18.14\|1.62\|17.69\|18.35\|17.53\|970877;2026-09-11\|18.60\|2.54\|18.01\|18.61\|17.89\|1434485;2026-09-14\|19.31\|3.82\|18.62\|19.36\|18.33\|1531339
117191	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	商业航天+固态电池+业绩增长+次新股行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2026年4月29日一季报，公司一季度营收4.68亿元，同比增长87.19%，归母净利润1490万元，同比扭亏为盈。 2、据2026年2月25日互动易，公司在国网星座已发布卫星研制计划中参与比例达82%，千帆星座实现宇航电源系统独家配套。 3、据2026年4月23日年报，公司固态电池正极材料项目已完成，材料比容量≥200mAh/g、循环寿命1000次，技术水平国内先进。 4、电科蓝天于2026-02-10上市，公司主营业务为电能源产品及系统的研发、生产、销售及服务。	2026-02上市	2026-05-11\|92.15\|7.60\|88.81\|94.92\|88.81\|387198;2026-05-12\|91.50\|-0.71\|92.15\|94.87\|88.17\|252537;2026-05-13\|90.50\|-1.09\|91.17\|93.18\|86.55\|304685;2026-05-14\|80.35\|-11.22\|89.00\|89.50\|80.31\|331911;2026-05-15\|78.54\|-2.25\|80.78\|81.50\|77.45\|215289;2026-05-18\|81.48\|3.74\|78.01\|83.60\|78.01\|255083;2026-05-19\|80.91\|-0.70\|81.58\|86.08\|79.55\|236728;2026-05-20\|79.05\|-2.30\|80.35\|81.58\|78.67\|169130;2026-05-21\|77.00\|-2.59\|80.60\|81.51\|77.00\|203733;2026-05-22\|79.85\|3.70\|78.08\|79.87\|76.48\|180547;2026-05-25\|77.19\|-3.33\|80.60\|80.77\|73.82\|208081;2026-05-26\|73.21\|-5.16\|77.00\|77.10\|71.57\|182670;2026-05-27\|74.79\|2.16\|74.56\|77.77\|73.40\|191850;2026-05-28\|75.63\|1.12\|74.60\|78.50\|74.40\|167216;2026-05-29\|68.87\|-8.94\|76.89\|76.90\|68.55\|196862;2026-06-01\|65.20\|-5.33\|69.00\|69.00\|65.15\|128002;2026-06-02\|65.58\|0.58\|65.41\|66.28\|63.47\|106900;2026-06-03\|68.83\|4.96\|65.18\|70.19\|64.81\|177016;2026-06-04\|68.67\|-0.23\|67.02\|69.95\|66.12\|108297;2026-06-05\|73.20\|6.60\|71.94\|74.80\|70.91\|218319;2026-06-08\|70.58\|-3.58\|69.96\|75.38\|69.83\|166079;2026-06-09\|68.26\|-3.29\|70.60\|70.71\|66.00\|154193;2026-06-10\|65.41\|-4.18\|68.01\|69.48\|64.70\|109999;2026-06-11\|66.66\|1.91\|65.39\|66.80\|62.30\|131815;2026-06-12\|66.19\|-0.71\|67.90\|70.60\|66.19\|159299;2026-06-15\|66.17\|-0.03\|65.00\|66.30\|62.56\|145986;2026-06-16\|64.71\|-2.21\|67.46\|68.69\|64.58\|152092;2026-06-17\|67.00\|3.54\|63.44\|68.63\|63.00\|163560;2026-06-18\|69.80\|4.18\|65.40\|70.37\|64.64\|186113;2026-06-22\|65.53\|-6.12\|69.40\|69.48\|63.95\|182628;2026-06-23\|60.81\|-7.20\|64.48\|64.49\|60.63\|145280;2026-06-24\|64.03\|5.30\|60.50\|64.62\|60.29\|123088;2026-06-25\|63.60\|-0.67\|62.97\|66.87\|62.81\|121612;2026-06-26\|70.55\|10.93\|63.00\|73.50\|61.75\|311905;2026-06-29\|72.68\|3.02\|69.15\|73.50\|69.15\|203668;2026-06-30\|74.15\|2.02\|73.68\|75.04\|71.33\|182009;2026-07-01\|73.18\|-1.31\|73.20\|75.80\|72.12\|178647;2026-07-02\|73.22\|0.05\|71.80\|75.46\|70.88\|170112;2026-07-03\|78.70\|7.48\|73.50\|81.18\|73.21\|268715;2026-07-06\|70.29\|-10.69\|78.50\|79.50\|70.25\|230239;2026-07-07\|69.19\|-1.56\|70.00\|72.84\|68.55\|106101;2026-07-08\|66.01\|-4.60\|69.01\|69.99\|66.01\|101037;2026-07-09\|71.42\|8.20\|66.10\|71.50\|66.07\|149298;2026-07-10\|78.30\|9.63\|71.00\|85.49\|69.59\|345970;2026-07-13\|67.96\|-13.21\|75.00\|75.39\|67.77\|237387;2026-07-14\|64.00\|-5.83\|66.20\|67.07\|60.66\|158412;2026-07-15\|62.14\|-2.91\|63.14\|64.98\|61.49\|102616;2026-07-16\|58.32\|-6.15\|61.00\|62.14\|58.05\|112527;2026-07-17\|51.20\|-12.10\|58.00\|58.19\|50.90\|141108;2026-07-20\|48.01\|-6.23\|52.00\|52.50\|46.68\|115225;2026-07-21\|49.48\|3.06\|48.50\|49.95\|45.18\|127522;2026-07-22\|47.36\|-4.28\|49.00\|50.47\|47.08\|121016;2026-07-23\|48.32\|2.03\|47.04\|49.09\|46.88\|82118;2026-07-24\|45.60\|-5.63\|47.00\|48.02\|45.60\|74699;2026-07-27\|46.90\|2.85\|45.13\|47.10\|45.01\|67762;2026-07-28\|44.69\|-4.71\|45.99\|47.50\|44.43\|74471;2026-07-29\|44.40\|-0.65\|44.73\|45.09\|42.65\|76088;2026-07-30\|41.35\|-6.87\|43.90\|44.47\|41.14\|87238;2026-07-31\|43.17\|4.40\|42.80\|44.86\|42.80\|104243;2026-08-03\|45.00\|4.24\|42.80\|46.00\|42.51\|95648;2026-08-04\|47.98\|6.62\|45.50\|48.10\|45.06\|106944;2026-08-05\|49.40\|2.96\|47.60\|50.18\|47.60\|109643;2026-08-06\|49.64\|0.49\|48.56\|50.17\|48.50\|97308;2026-08-07\|50.55\|1.83\|49.60\|50.75\|48.65\|96799;2026-08-10\|50.80\|0.49\|50.55\|50.80\|48.28\|154905;2026-08-11\|47.99\|-5.53\|48.27\|48.81\|46.00\|134567;2026-08-12\|49.22\|2.56\|48.02\|49.81\|47.71\|89772;2026-08-13\|49.40\|0.37\|49.80\|50.59\|49.38\|80561;2026-08-14\|49.60\|0.40\|49.86\|50.25\|48.51\|58407;2026-08-17\|50.96\|2.74\|49.98\|50.98\|49.46\|80988;2026-08-18\|51.21\|0.49\|51.20\|51.99\|50.40\|100222;2026-08-19\|46.08\|-10.02\|53.50\|53.55\|46.00\|229007;2026-08-20\|45.88\|-0.43\|46.77\|47.54\|45.71\|108499;2026-08-21\|46.92\|2.27\|45.90\|47.18\|45.44\|75563;2026-08-24\|44.72\|-4.69\|46.51\|46.82\|44.16\|84017;2026-08-25\|45.33\|1.36\|44.11\|45.57\|43.05\|56676;2026-08-26\|44.77\|-1.24\|45.40\|45.57\|44.43\|40898;2026-08-27\|46.07\|2.90\|45.12\|46.10\|44.78\|53630;2026-08-28\|45.02\|-2.28\|46.08\|46.46\|44.91\|54329;2026-08-31\|46.05\|2.29\|44.70\|46.10\|44.53\|56235;2026-09-01\|45.21\|-1.82\|46.04\|46.13\|45.09\|46930;2026-09-02\|44.50\|-1.57\|45.00\|45.35\|44.35\|42953;2026-09-03\|44.05\|-1.01\|44.67\|44.76\|43.57\|39614;2026-09-04\|43.91\|-0.32\|44.35\|45.50\|43.62\|50359;2026-09-07\|43.87\|-0.09\|44.35\|44.35\|43.48\|39292;2026-09-08\|43.88\|0.02\|43.85\|44.80\|43.53\|45158;2026-09-09\|43.35\|-1.21\|44.00\|44.20\|43.30\|41045;2026-09-10\|42.85\|-1.15\|43.20\|43.60\|42.51\|40310;2026-09-11\|42.09\|-1.77\|42.40\|42.78\|41.35\|60935;2026-09-14\|42.20\|0.26\|41.94\|42.50\|41.49\|34869
117190	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	涨停揭秘：长征火箭密集首飞叠加地缘冲突升级，公司红外热成像军用配套稳固，星间激光通信产品适配卫星产业；涨停缘由：航天光学与红外探测双重受益，星间激光通信为低轨星座刚需，公司产品已通过航天级环境测试；资金逻辑：军工电子细分龙头，一季度扣非净利润同比+20.01%，业绩与事件双驱动，资金偏好高壁垒+强主题属性标的；风险提示：军品订单具有不连续性，星间激光通信尚处导入期，收入占比低，短期业绩支撑有限，需防范主题炒作退潮风险	1、公司以红外热成像技术为核心，产品覆盖军民两大领域：军用方面，为通用军械、单兵、海陆空装备等提供配套，是十大军工集团下属分 / 子公司的供应商； 2、公司星间激光通讯产品可应用于卫星产业，适配航天级振动、冲击环境； 3、公司为巡检机器人产品配套过红外组件	2026-05-11\|44.64\|-0.13\|44.44\|45.42\|43.36\|35164;2026-05-12\|47.47\|6.34\|44.62\|48.49\|44.39\|48702;2026-05-13\|46.78\|-1.45\|47.01\|49.77\|46.50\|48930;2026-05-14\|44.62\|-4.62\|47.88\|47.98\|44.00\|44547;2026-05-15\|44.10\|-1.17\|44.00\|46.27\|43.21\|26556;2026-05-18\|41.32\|-6.30\|43.57\|43.99\|40.50\|42980;2026-05-19\|39.73\|-3.85\|41.17\|42.49\|39.40\|31799;2026-05-20\|38.88\|-2.14\|39.43\|39.65\|37.83\|34286;2026-05-21\|37.05\|-4.71\|38.50\|39.90\|36.76\|25066;2026-05-22\|37.56\|1.38\|37.36\|38.42\|36.30\|20367;2026-05-25\|38.45\|2.37\|37.97\|39.18\|37.09\|24207;2026-05-26\|34.70\|-9.75\|38.03\|38.03\|34.06\|29436;2026-05-27\|35.97\|3.66\|35.56\|36.26\|34.82\|20283;2026-05-28\|34.56\|-3.92\|36.56\|36.56\|33.36\|15102;2026-05-29\|32.91\|-4.77\|35.05\|35.50\|32.78\|14525;2026-06-01\|34.50\|4.83\|33.75\|35.50\|32.79\|15639;2026-06-02\|34.05\|-1.30\|34.78\|34.84\|33.20\|11016;2026-06-03\|34.50\|1.32\|34.20\|35.00\|32.52\|21783;2026-06-04\|34.30\|-0.58\|34.51\|38.13\|33.81\|30634;2026-06-05\|34.64\|0.99\|33.96\|35.40\|32.67\|14845;2026-06-08\|34.63\|-0.03\|32.82\|35.96\|32.80\|18013;2026-06-09\|36.13\|4.33\|35.28\|38.28\|35.22\|34691;2026-06-10\|34.41\|-4.76\|35.81\|37.73\|33.82\|31048;2026-06-11\|34.10\|-0.90\|33.60\|34.93\|33.31\|17887;2026-06-12\|34.68\|1.70\|35.00\|35.57\|34.24\|20431;2026-06-15\|35.49\|2.34\|35.05\|36.40\|34.50\|21684;2026-06-16\|36.55\|2.99\|35.27\|37.20\|35.27\|19801;2026-06-17\|35.26\|-3.53\|36.85\|36.85\|34.50\|19251;2026-06-18\|34.48\|-2.21\|34.56\|35.41\|34.22\|17619;2026-06-22\|34.23\|-0.73\|34.00\|34.48\|32.25\|26267;2026-06-23\|34.28\|0.15\|34.19\|34.75\|33.50\|16379;2026-06-24\|32.94\|-3.91\|34.00\|34.67\|32.35\|15995;2026-06-25\|33.12\|0.55\|34.00\|34.64\|32.25\|21841;2026-06-26\|36.99\|11.68\|32.95\|38.87\|32.95\|63849;2026-06-29\|39.44\|6.62\|36.20\|39.92\|36.20\|55697;2026-06-30\|44.40\|12.58\|39.79\|44.80\|39.13\|62434;2026-07-01\|46.47\|4.66\|44.98\|47.49\|42.81\|60323;2026-07-02\|44.53\|-4.17\|45.50\|46.99\|44.28\|41265;2026-07-03\|46.77\|5.03\|44.53\|47.88\|43.45\|35469;2026-07-06\|43.40\|-7.21\|46.63\|46.95\|42.62\|31728;2026-07-07\|37.20\|-14.29\|42.83\|43.72\|37.00\|45026;2026-07-08\|35.99\|-3.25\|37.00\|37.71\|35.51\|30392;2026-07-09\|35.02\|-2.70\|32.51\|37.33\|32.51\|34915;2026-07-10\|35.77\|2.14\|35.67\|38.78\|34.40\|35910;2026-07-13\|32.25\|-9.84\|34.16\|35.89\|32.20\|27595;2026-07-14\|33.11\|2.67\|32.20\|33.96\|31.14\|26604;2026-07-15\|31.52\|-4.80\|33.11\|33.62\|31.23\|21412;2026-07-16\|30.24\|-4.06\|31.16\|31.99\|30.05\|21964;2026-07-17\|26.71\|-11.67\|30.07\|30.39\|26.54\|30664;2026-07-20\|24.83\|-7.04\|27.72\|27.98\|24.36\|34743;2026-07-21\|25.98\|4.63\|25.14\|26.38\|22.02\|31993;2026-07-22\|25.25\|-2.81\|26.01\|26.50\|25.03\|17964;2026-07-23\|25.82\|2.26\|25.16\|26.20\|24.71\|15299;2026-07-24\|25.38\|-1.70\|25.52\|25.90\|24.91\|11933;2026-07-27\|26.01\|2.48\|24.98\|26.20\|24.98\|13113;2026-07-28\|24.90\|-4.27\|25.95\|26.19\|24.80\|17106;2026-07-29\|24.90\|0.00\|25.10\|25.26\|23.85\|20165;2026-07-30\|23.79\|-4.46\|24.94\|25.39\|23.45\|18144;2026-07-31\|25.16\|5.76\|25.61\|26.49\|24.63\|17861;2026-08-03\|26.48\|5.25\|24.99\|26.78\|24.95\|21674;2026-08-04\|27.50\|3.85\|27.00\|27.96\|26.48\|18680;2026-08-05\|27.95\|1.64\|27.70\|28.87\|27.51\|13141;2026-08-06\|28.68\|2.61\|27.79\|29.30\|27.70\|16869;2026-08-07\|29.19\|1.78\|28.70\|29.45\|28.20\|13018;2026-08-10\|29.39\|0.69\|29.19\|29.48\|28.52\|18127;2026-08-11\|29.63\|0.82\|29.30\|30.31\|28.61\|18895;2026-08-12\|30.23\|2.02\|29.52\|30.48\|29.52\|10161;2026-08-13\|29.50\|-2.41\|30.24\|30.58\|29.34\|12177;2026-08-14\|28.99\|-1.73\|29.08\|29.99\|28.50\|16919;2026-08-17\|30.54\|5.35\|29.25\|30.88\|28.51\|17132;2026-08-18\|29.83\|-2.32\|30.65\|30.88\|29.30\|13093;2026-08-19\|28.05\|-5.97\|30.24\|31.86\|27.55\|19593;2026-08-20\|28.45\|1.43\|28.29\|28.96\|28.00\|11567;2026-08-21\|28.42\|-0.11\|27.80\|30.00\|27.61\|12865;2026-08-24\|27.88\|-1.90\|28.14\|28.99\|27.42\|12089;2026-08-25\|28.48\|2.15\|27.50\|28.73\|27.16\|11874;2026-08-26\|28.54\|0.21\|28.48\|28.95\|27.75\|8881;2026-08-27\|28.49\|-0.18\|28.31\|28.88\|27.69\|11334;2026-08-28\|28.78\|1.02\|28.66\|29.20\|28.25\|10046;2026-08-31\|29.63\|2.95\|28.08\|30.17\|28.08\|19684;2026-09-01\|28.95\|-2.29\|29.55\|29.81\|28.50\|10893;2026-09-02\|29.64\|2.38\|28.66\|29.98\|28.53\|14696;2026-09-03\|28.88\|-2.56\|29.60\|32.20\|28.40\|21119;2026-09-04\|28.27\|-2.11\|28.88\|30.98\|28.10\|23865;2026-09-07\|28.25\|-0.07\|28.50\|28.90\|27.65\|21217;2026-09-08\|28.08\|-0.60\|28.27\|28.52\|27.91\|11395;2026-09-09\|28.04\|-0.14\|28.24\|28.47\|27.86\|9342;2026-09-10\|28.02\|-0.07\|27.87\|28.50\|27.50\|11140;2026-09-11\|27.37\|-2.32\|27.92\|27.98\|26.58\|9332;2026-09-14\|27.20\|-0.62\|27.20\|27.56\|26.60\|8220
117189	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	涨停揭秘：千帆星座载荷唯一供应商+航天商业化提速；涨停缘由：公司为上海垣信‘千帆星座’G60星链计划星上基站及相控阵天线唯一供应商；SpaceX上市后全球航天商业化关注度飙升，国内低轨卫星互联网建设加速推进；资金逻辑：航天军工板块资金大幅回流，6月17日主力净流入超4100万元，涨停封单超8万手，游资与机构协同做多；风险提示：订单执行周期长，业绩释放滞后，卫星发射进度存在不确定性，估值已处历史高位	公司是上海垣信实施的“千帆星座“G60星链计别中载荷的唯一供应商，为其提供星上基站、相控阵天线等关键设备	2026-05-11\|48.16\|5.08\|46.27\|49.44\|45.78\|821044;2026-05-12\|46.50\|-3.45\|47.80\|47.80\|46.03\|487187;2026-05-13\|45.84\|-1.42\|46.28\|46.88\|45.58\|376535;2026-05-14\|43.63\|-4.82\|45.89\|46.26\|43.61\|437628;2026-05-15\|42.63\|-2.29\|43.76\|44.00\|42.09\|329412;2026-05-18\|42.90\|0.63\|42.65\|44.58\|42.60\|348892;2026-05-19\|41.78\|-2.61\|42.81\|42.86\|40.92\|320756;2026-05-20\|41.40\|-0.91\|41.03\|41.70\|40.65\|239694;2026-05-21\|39.60\|-4.35\|41.52\|42.08\|39.51\|337589;2026-05-22\|40.18\|1.46\|40.22\|40.30\|38.88\|221609;2026-05-25\|39.67\|-1.27\|40.89\|40.89\|39.14\|301427;2026-05-26\|37.33\|-5.90\|39.30\|39.49\|36.64\|343115;2026-05-27\|36.18\|-3.08\|38.07\|38.25\|35.81\|252606;2026-05-28\|36.55\|1.02\|36.22\|37.45\|35.63\|251475;2026-05-29\|33.63\|-7.99\|36.55\|36.57\|33.22\|387477;2026-06-01\|32.20\|-4.25\|33.71\|33.88\|32.16\|309655;2026-06-02\|33.54\|4.16\|32.66\|34.28\|31.33\|409909;2026-06-03\|35.37\|5.46\|33.55\|36.39\|33.20\|445816;2026-06-04\|34.87\|-1.41\|34.91\|36.00\|34.57\|243998;2026-06-05\|36.94\|5.94\|36.45\|38.31\|35.50\|535865;2026-06-08\|35.61\|-3.60\|36.08\|38.48\|35.56\|469831;2026-06-09\|36.88\|3.57\|36.05\|37.00\|34.73\|333583;2026-06-10\|37.32\|1.19\|37.88\|39.57\|37.19\|427542;2026-06-11\|37.88\|1.50\|36.93\|38.20\|35.70\|379673;2026-06-12\|36.66\|-3.22\|39.00\|39.25\|36.40\|395968;2026-06-15\|36.12\|-1.47\|36.72\|36.80\|35.11\|313175;2026-06-16\|35.20\|-2.55\|36.84\|37.42\|35.18\|320839;2026-06-17\|38.86\|10.40\|36.05\|40.44\|36.05\|672632;2026-06-18\|40.90\|5.25\|37.71\|41.80\|37.71\|562380;2026-06-22\|39.80\|-2.69\|40.90\|41.49\|38.50\|463364;2026-06-23\|39.65\|-0.38\|39.20\|41.43\|38.50\|362148;2026-06-24\|41.70\|5.17\|39.65\|42.32\|38.59\|512656;2026-06-25\|40.44\|-3.02\|41.13\|41.66\|39.43\|424154;2026-06-26\|45.25\|11.89\|39.60\|46.88\|39.32\|871898;2026-06-29\|43.90\|-2.98\|45.02\|45.62\|43.29\|466427;2026-06-30\|45.65\|3.99\|45.10\|46.33\|44.37\|507328;2026-07-01\|45.72\|0.15\|44.90\|46.16\|44.13\|488026;2026-07-02\|44.00\|-3.76\|44.86\|46.02\|43.89\|413849;2026-07-03\|46.40\|5.45\|44.02\|47.50\|44.02\|582364;2026-07-06\|41.22\|-11.16\|47.10\|47.58\|41.16\|604432;2026-07-07\|41.49\|0.66\|41.82\|43.11\|40.52\|325681;2026-07-08\|39.90\|-3.83\|41.01\|43.59\|39.87\|392877;2026-07-09\|42.72\|7.07\|40.11\|43.08\|39.35\|407967;2026-07-10\|45.43\|6.34\|42.47\|49.94\|41.30\|947252;2026-07-13\|39.95\|-12.06\|44.54\|44.99\|38.60\|602565;2026-07-14\|36.74\|-8.04\|39.21\|39.79\|35.58\|471046;2026-07-15\|35.82\|-2.50\|36.77\|37.60\|35.59\|302762;2026-07-16\|34.15\|-4.66\|35.05\|36.44\|33.89\|261995;2026-07-17\|30.25\|-11.42\|33.90\|34.30\|30.25\|355245;2026-07-20\|28.62\|-5.39\|31.45\|31.66\|27.52\|360034;2026-07-21\|29.77\|4.02\|29.00\|29.95\|26.25\|415370;2026-07-22\|29.10\|-2.25\|29.40\|30.25\|28.82\|318906;2026-07-23\|28.97\|-0.45\|29.00\|29.60\|28.60\|213349;2026-07-24\|27.45\|-5.25\|28.39\|28.94\|27.45\|201434;2026-07-27\|29.85\|8.74\|28.20\|30.49\|28.00\|335287;2026-07-28\|28.64\|-4.05\|29.58\|30.33\|28.38\|214939;2026-07-29\|29.05\|1.43\|28.91\|29.10\|27.63\|234434;2026-07-30\|27.78\|-4.37\|28.99\|29.38\|27.57\|199106;2026-07-31\|29.06\|4.61\|29.08\|30.17\|28.80\|261941;2026-08-03\|29.99\|3.20\|29.05\|30.40\|28.72\|244880;2026-08-04\|30.85\|2.87\|30.42\|31.25\|29.93\|246104;2026-08-05\|32.08\|3.99\|30.88\|32.49\|30.71\|280282;2026-08-06\|32.12\|0.12\|31.68\|32.84\|31.51\|238775;2026-08-07\|32.93\|2.52\|32.40\|33.11\|31.66\|285059;2026-08-10\|33.13\|0.61\|33.49\|33.49\|31.61\|295734;2026-08-11\|31.11\|-6.10\|31.36\|31.80\|30.69\|355808;2026-08-12\|31.71\|1.93\|31.02\|31.96\|30.82\|225572;2026-08-13\|31.68\|-0.09\|32.10\|32.80\|31.67\|215093;2026-08-14\|32.30\|1.96\|31.92\|32.40\|31.15\|176714;2026-08-17\|33.19\|2.76\|32.35\|33.20\|32.01\|188879;2026-08-18\|33.59\|1.21\|33.00\|33.99\|32.75\|265012;2026-08-19\|30.58\|-8.96\|34.00\|34.50\|30.49\|482284;2026-08-20\|28.70\|-6.15\|30.80\|31.05\|28.41\|423167;2026-08-21\|28.49\|-0.73\|28.44\|29.07\|28.11\|202465;2026-08-24\|27.04\|-5.09\|28.26\|28.29\|26.48\|254550;2026-08-25\|27.70\|2.44\|26.78\|27.95\|26.47\|168673;2026-08-26\|27.40\|-1.08\|27.98\|27.98\|27.03\|123305;2026-08-27\|29.25\|6.75\|27.47\|29.38\|27.44\|260098;2026-08-28\|28.58\|-2.29\|28.50\|29.07\|28.28\|214103;2026-08-31\|29.05\|1.64\|28.31\|29.25\|28.04\|177048;2026-09-01\|28.67\|-1.31\|29.00\|29.18\|28.15\|137971;2026-09-02\|28.29\|-1.33\|28.29\|28.62\|28.05\|110819;2026-09-03\|28.21\|-0.28\|28.56\|28.57\|27.70\|133234;2026-09-04\|27.94\|-0.96\|28.55\|29.17\|27.77\|152999;2026-09-07\|27.80\|-0.50\|27.99\|28.33\|27.75\|103412;2026-09-08\|27.52\|-1.01\|27.72\|28.29\|27.42\|120010;2026-09-09\|27.24\|-1.02\|27.50\|27.84\|27.19\|109252;2026-09-10\|27.11\|-0.48\|27.13\|27.56\|26.71\|99032;2026-09-11\|26.57\|-1.99\|26.80\|27.00\|25.94\|170835;2026-09-14\|27.24\|2.52\|26.57\|27.59\|26.19\|131918
117188	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	涨停揭秘：航天概念强化叠加储能项目落地及三季报业绩暴增484.69%；涨停缘由：持有厦门麟德基金9.73%股权，间接参股江苏天兵航天；10MW/20MWh用户侧储能项目已投产；前三季度归母净利润7385万元同比大增484.69%；资金逻辑：航天主题热度升温，SpaceX拟IPO催化商业航天产业链，叠加高弹性业绩与低估值共振吸引增量资金；风险提示：创投收益存在不确定性，储能业务尚未贡献显著利润，短期涨幅较大存回调压力	公司持有厦门麟德股权投资合伙企业（有限合伙）9.73%股权，厦门麟德股权投资合伙企业（有限合伙）持有江苏天兵航天科技股份有限公司0.27%股权	2026-05-11\|30.85\|2.25\|30.30\|31.08\|30.08\|32427;2026-05-12\|33.92\|9.95\|30.54\|34.27\|30.40\|75152;2026-05-13\|33.18\|-2.18\|33.34\|33.93\|32.80\|48486;2026-05-14\|31.89\|-3.89\|33.18\|33.33\|31.13\|37458;2026-05-15\|31.50\|-1.22\|31.92\|32.87\|31.18\|24505;2026-05-18\|31.76\|0.83\|31.34\|31.88\|30.03\|34188;2026-05-19\|33.61\|5.82\|31.56\|34.18\|31.47\|51275;2026-05-20\|32.15\|-4.34\|33.58\|35.19\|32.00\|35496;2026-05-21\|30.30\|-5.75\|32.38\|32.61\|30.23\|33743;2026-05-22\|33.26\|9.77\|30.59\|33.60\|30.00\|45454;2026-05-25\|32.12\|-3.43\|33.76\|33.97\|31.60\|31102;2026-05-26\|31.47\|-2.02\|32.02\|32.11\|30.51\|24229;2026-05-27\|31.60\|0.41\|31.48\|33.15\|31.39\|32713;2026-05-28\|33.78\|7.75\|31.20\|34.09\|31.00\|58533;2026-05-29\|34.11\|0.98\|33.74\|34.41\|33.01\|46403;2026-06-01\|32.60\|-4.43\|33.50\|34.07\|32.33\|38789;2026-06-02\|31.22\|-4.23\|32.47\|32.47\|30.50\|34346;2026-06-03\|28.84\|-7.62\|31.06\|31.75\|28.29\|47379;2026-06-04\|29.27\|1.49\|28.74\|30.18\|28.20\|38856;2026-06-05\|28.36\|-3.11\|29.18\|29.48\|27.80\|31073;2026-06-08\|26.82\|-5.43\|27.60\|28.37\|26.38\|22924;2026-06-09\|27.35\|1.98\|27.14\|27.99\|26.51\|19367;2026-06-10\|27.65\|1.10\|27.32\|29.98\|27.25\|31641;2026-06-11\|27.03\|-2.24\|28.00\|28.20\|26.42\|21244;2026-06-12\|27.06\|0.11\|27.37\|27.77\|26.71\|14408;2026-06-15\|27.30\|0.89\|27.17\|28.03\|27.00\|15375;2026-06-16\|27.08\|-0.81\|27.32\|27.56\|26.80\|13173;2026-06-17\|26.36\|-2.66\|27.08\|27.30\|26.36\|18541;2026-06-18\|28.49\|8.08\|26.28\|28.77\|25.60\|40811;2026-06-22\|29.94\|5.09\|28.79\|30.15\|26.83\|45886;2026-06-23\|29.40\|-1.80\|29.60\|29.97\|28.73\|24062;2026-06-24\|28.50\|-3.06\|29.20\|30.30\|28.18\|19878;2026-06-25\|28.43\|-0.25\|28.00\|30.40\|28.00\|36457;2026-06-26\|31.95\|12.38\|28.72\|32.00\|28.60\|75851;2026-06-29\|32.15\|0.63\|32.00\|32.74\|30.60\|58718;2026-06-30\|30.26\|-5.88\|32.30\|32.45\|29.26\|58303;2026-07-01\|28.82\|-4.76\|30.36\|30.40\|28.61\|40533;2026-07-02\|30.03\|4.20\|28.42\|32.88\|28.10\|58094;2026-07-03\|31.30\|4.23\|29.20\|32.24\|28.71\|57710;2026-07-06\|31.12\|-0.58\|31.58\|33.00\|30.66\|44237;2026-07-07\|30.22\|-2.89\|31.06\|31.36\|29.76\|28309;2026-07-08\|28.68\|-5.10\|30.12\|30.17\|28.52\|21243;2026-07-09\|31.05\|8.26\|28.40\|31.09\|28.21\|47889;2026-07-10\|30.01\|-3.35\|30.96\|31.50\|29.96\|30466;2026-07-13\|26.94\|-10.23\|29.97\|29.97\|26.82\|35769;2026-07-14\|28.00\|3.93\|27.26\|28.22\|26.31\|21065;2026-07-15\|27.86\|-0.50\|27.93\|28.49\|27.11\|13527;2026-07-16\|28.40\|1.94\|27.57\|28.73\|27.11\|17486;2026-07-17\|26.21\|-7.71\|28.38\|28.72\|26.15\|19255;2026-07-20\|24.89\|-5.04\|26.48\|26.89\|24.40\|20328;2026-07-21\|24.33\|-2.25\|25.15\|25.47\|22.40\|24425;2026-07-22\|23.80\|-2.18\|24.09\|24.66\|23.69\|14473;2026-07-23\|22.98\|-3.45\|23.69\|23.80\|22.60\|21048;2026-07-24\|21.62\|-5.92\|22.71\|22.82\|21.55\|20244;2026-07-27\|22.01\|1.80\|21.99\|22.46\|21.50\|15360;2026-07-28\|21.74\|-1.23\|21.72\|22.30\|21.57\|11222;2026-07-29\|23.32\|7.27\|21.69\|24.18\|21.69\|30886;2026-07-30\|22.34\|-4.20\|23.06\|23.44\|22.30\|17879;2026-07-31\|23.49\|5.15\|22.62\|23.73\|22.55\|18686;2026-08-03\|23.56\|0.30\|23.55\|23.70\|23.17\|11382;2026-08-04\|23.90\|1.44\|23.60\|24.08\|23.30\|11759;2026-08-05\|24.20\|1.26\|23.90\|24.28\|23.80\|12199;2026-08-06\|25.16\|3.97\|24.16\|25.29\|23.90\|18126;2026-08-07\|24.87\|-1.15\|25.18\|25.29\|24.53\|12232;2026-08-10\|25.25\|1.53\|24.87\|25.26\|24.35\|11436;2026-08-11\|25.26\|0.04\|25.07\|25.56\|24.75\|9488;2026-08-12\|25.37\|0.44\|25.26\|25.81\|25.16\|6065;2026-08-13\|24.64\|-2.88\|25.60\|25.80\|24.64\|10660;2026-08-14\|24.90\|1.06\|24.53\|25.19\|24.40\|9947;2026-08-17\|25.72\|3.29\|25.00\|26.10\|24.70\|21148;2026-08-18\|29.00\|12.75\|26.20\|30.00\|25.68\|66903;2026-08-19\|29.24\|0.83\|28.69\|30.20\|28.22\|55597;2026-08-20\|29.37\|0.44\|29.01\|29.47\|28.28\|32782;2026-08-21\|31.21\|6.26\|29.22\|31.43\|28.18\|48048;2026-08-24\|27.46\|-12.02\|30.76\|30.89\|27.01\|47849;2026-08-25\|28.75\|4.70\|27.39\|28.98\|26.88\|36373;2026-08-26\|27.16\|-5.53\|28.64\|28.64\|26.67\|36638;2026-08-27\|27.11\|-0.18\|27.00\|27.49\|26.66\|25951;2026-08-28\|27.37\|0.96\|26.95\|27.58\|26.83\|15236;2026-08-31\|27.05\|-1.17\|26.97\|27.58\|26.60\|18626;2026-09-01\|26.38\|-2.48\|27.00\|27.00\|26.30\|21338;2026-09-02\|28.18\|6.82\|26.23\|28.30\|25.55\|43733;2026-09-03\|26.66\|-5.39\|28.19\|28.37\|26.51\|31066;2026-09-04\|26.28\|-1.43\|26.60\|27.16\|26.11\|18130;2026-09-07\|26.44\|0.61\|26.28\|26.85\|26.20\|12525;2026-09-08\|26.74\|1.13\|26.61\|26.90\|26.22\|21450;2026-09-09\|26.67\|-0.26\|26.76\|27.53\|26.45\|15349;2026-09-10\|27.89\|4.57\|26.53\|28.50\|26.41\|42682;2026-09-11\|26.55\|-4.80\|27.75\|27.89\|25.90\|31910;2026-09-14\|26.65\|0.38\|26.41\|27.26\|26.13\|18138
117187	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	商业航天+扭亏为盈+大家居定制行业原因： 1、据央视新闻2月7日报道，我国成功发射可重复使用试验航天器，技术验证将大幅降低发射成本，推动商业航天进入高频发射常态化阶段。 2、埃隆·马斯克2月8日表示，SpaceX已将重点转向在月球上建造一座“自我成长的城市”，不到10年时间或许就能实现。公司原因： 1、据2026年1月29日业绩预告，公司预计2025年净利润900–1280万元，同比由亏转盈，主因降本增效、应收账款回款改善及约2350万元非经常性收益。 2、据2025年4月21日年报及2026年1月12日互动易，公司参股航聚科技5.8018%，后者WS系列柔性可复用防热材料已用于蓝箭航天朱雀三号箭体，航聚科技处于上市辅导阶段。 3、据2025年8月28日半年度报告，公司主营定制衣柜及配套家居、精品五金、智能五金、系统门窗等“大家居”业务，具备全品类一站式高端定制解决方案。	公司完成对“星途氦能”的数千万元天使轮投资，旨在切入月球氦-3商业化开采	2026-05-11\|26.48\|3.36\|25.89\|27.50\|25.89\|159301;2026-05-12\|25.42\|-4.00\|26.35\|26.89\|25.02\|112689;2026-05-13\|24.36\|-4.17\|25.44\|26.41\|24.05\|117593;2026-05-14\|24.01\|-1.44\|24.40\|24.74\|23.61\|102616;2026-05-15\|24.08\|0.29\|24.00\|24.47\|23.52\|73908;2026-05-18\|25.24\|4.82\|23.84\|26.28\|23.61\|135595;2026-05-19\|25.55\|1.23\|25.26\|25.70\|24.36\|91042;2026-05-20\|24.68\|-3.41\|25.30\|25.38\|24.23\|78762;2026-05-21\|23.39\|-5.23\|24.90\|25.42\|23.33\|76070;2026-05-22\|23.91\|2.22\|23.50\|24.40\|23.41\|61219;2026-05-25\|23.12\|-3.30\|23.80\|24.25\|22.66\|62210;2026-05-26\|22.57\|-2.38\|23.39\|23.39\|22.22\|48113;2026-05-27\|22.45\|-0.53\|22.51\|22.72\|21.69\|65337;2026-05-28\|22.01\|-1.96\|22.88\|22.97\|21.33\|90547;2026-05-29\|21.00\|-4.59\|22.02\|23.25\|20.80\|88339;2026-06-01\|22.55\|7.38\|20.79\|23.50\|20.50\|116163;2026-06-02\|21.92\|-2.79\|22.51\|22.71\|21.41\|60848;2026-06-03\|22.77\|3.88\|22.19\|23.40\|21.75\|79705;2026-06-04\|22.96\|0.83\|22.59\|23.22\|22.10\|52547;2026-06-05\|22.08\|-3.83\|23.06\|23.17\|21.91\|53862;2026-06-08\|20.98\|-4.98\|21.89\|21.89\|18.18\|61963;2026-06-09\|21.76\|3.72\|21.03\|21.86\|20.74\|53520;2026-06-10\|22.00\|1.10\|21.78\|22.10\|21.13\|44085;2026-06-11\|21.29\|-3.23\|21.64\|22.49\|21.09\|50524;2026-06-12\|21.20\|-0.42\|21.67\|22.04\|20.92\|36329;2026-06-15\|21.23\|0.14\|21.34\|21.49\|20.00\|76719;2026-06-16\|22.23\|4.71\|21.24\|22.68\|20.80\|91440;2026-06-17\|21.13\|-4.95\|21.95\|22.44\|21.06\|68826;2026-06-18\|22.55\|6.72\|20.98\|22.88\|20.62\|115087;2026-06-22\|22.44\|-0.49\|22.26\|24.24\|21.68\|119902;2026-06-23\|22.85\|1.83\|22.22\|23.18\|22.00\|70744;2026-06-24\|22.65\|-0.88\|22.48\|22.88\|20.71\|98637;2026-06-25\|24.07\|6.27\|22.65\|24.77\|22.50\|137679;2026-06-26\|27.49\|14.21\|23.64\|28.42\|23.20\|224721;2026-06-29\|27.35\|-0.51\|28.55\|28.83\|26.65\|157317;2026-06-30\|26.85\|-1.83\|27.35\|27.66\|25.92\|101713;2026-07-01\|25.69\|-4.32\|26.66\|27.46\|25.50\|90520;2026-07-02\|25.79\|0.39\|25.30\|26.95\|25.00\|92560;2026-07-03\|24.56\|-4.77\|25.66\|25.66\|24.44\|68400;2026-07-06\|24.97\|1.67\|24.33\|25.35\|24.30\|62753;2026-07-07\|23.98\|-3.96\|24.97\|25.68\|23.70\|61478;2026-07-08\|23.38\|-2.50\|24.18\|24.22\|23.28\|33542;2026-07-09\|23.84\|1.97\|23.50\|23.98\|22.80\|44289;2026-07-10\|23.50\|-1.43\|24.08\|25.10\|23.01\|68550;2026-07-13\|20.85\|-11.28\|23.35\|23.44\|20.59\|69217;2026-07-14\|20.86\|0.05\|20.76\|21.15\|20.10\|37993;2026-07-15\|20.62\|-1.15\|21.09\|21.50\|20.11\|34151;2026-07-16\|20.47\|-0.73\|21.43\|21.43\|20.08\|38429;2026-07-17\|18.31\|-10.55\|20.31\|20.93\|18.09\|85801;2026-07-20\|16.98\|-7.26\|19.19\|19.19\|16.48\|65320;2026-07-21\|17.15\|1.00\|16.88\|17.28\|15.03\|70815;2026-07-22\|16.80\|-2.04\|17.14\|17.66\|16.53\|37676;2026-07-23\|17.20\|2.38\|16.79\|17.56\|16.70\|42592;2026-07-24\|17.11\|-0.52\|17.14\|17.58\|16.65\|46194;2026-07-27\|17.51\|2.34\|17.30\|17.63\|16.77\|34479;2026-07-28\|17.17\|-1.94\|17.91\|18.49\|16.87\|50922;2026-07-29\|17.04\|-0.76\|17.31\|17.96\|16.82\|49830;2026-07-30\|15.56\|-8.69\|16.85\|17.22\|15.50\|49396;2026-07-31\|16.79\|7.90\|16.23\|17.49\|16.02\|77053;2026-08-03\|16.81\|0.12\|17.13\|17.40\|16.61\|43993;2026-08-04\|18.73\|11.42\|16.92\|18.78\|16.92\|64824;2026-08-05\|19.59\|4.59\|18.70\|19.64\|18.35\|45443;2026-08-06\|20.38\|4.03\|19.48\|21.03\|19.18\|61204;2026-08-07\|22.10\|8.44\|20.56\|22.25\|19.91\|69345;2026-08-10\|23.50\|6.33\|22.40\|23.53\|22.05\|72437;2026-08-11\|23.37\|-0.55\|23.00\|23.41\|21.80\|64234;2026-08-12\|23.84\|2.01\|23.08\|24.30\|22.89\|50347;2026-08-13\|23.30\|-2.27\|24.20\|24.20\|22.79\|88342;2026-08-14\|22.87\|-1.85\|23.37\|23.93\|21.83\|142635;2026-08-17\|24.40\|6.69\|23.10\|24.40\|22.02\|92149;2026-08-18\|24.97\|2.34\|24.30\|25.25\|24.11\|62254;2026-08-19\|23.20\|-7.09\|24.73\|25.00\|23.00\|66656;2026-08-20\|23.38\|0.78\|24.13\|24.49\|23.04\|52107;2026-08-21\|23.94\|2.40\|23.76\|24.57\|23.07\|66174;2026-08-24\|24.30\|1.50\|23.91\|24.55\|23.07\|87992;2026-08-25\|25.57\|5.23\|24.29\|25.97\|23.77\|75795;2026-08-26\|24.58\|-3.87\|25.44\|25.90\|24.50\|46266;2026-08-27\|24.92\|1.38\|24.78\|25.34\|24.25\|46179;2026-08-28\|24.87\|-0.20\|24.91\|25.42\|24.84\|32790;2026-08-31\|25.86\|3.98\|25.27\|26.16\|24.77\|47882;2026-09-01\|25.31\|-2.13\|25.95\|26.12\|24.94\|32273;2026-09-02\|25.09\|-0.87\|25.14\|25.28\|24.70\|20007;2026-09-03\|25.32\|0.92\|25.13\|25.88\|25.09\|27901;2026-09-04\|25.62\|1.18\|25.66\|26.17\|25.22\|39545;2026-09-07\|25.56\|-0.23\|25.97\|26.33\|25.33\|42813;2026-09-08\|25.72\|0.63\|25.56\|26.49\|25.00\|60538;2026-09-09\|25.08\|-2.49\|25.94\|25.94\|24.70\|41835;2026-09-10\|24.58\|-1.99\|24.98\|25.50\|24.54\|42857;2026-09-11\|23.96\|-2.52\|24.43\|24.58\|23.52\|36247;2026-09-14\|24.44\|2.00\|23.94\|24.60\|23.52\|35611
117186	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	卫星制造+商业航天+年报增长+央企行业原因：据中国航天报，4月17日，国家航天局在京召开2026年“中国航天日”新闻发布会。发布会介绍，2026年中国航天任务继续密集实施，天问二号将接近目标小行星，开展近距离探测；载人航天工程将实施神舟二十三号等载人飞船任务；多型重复使用火箭将开展飞行验证；商业航天将以高水平安全保障高质量发展。公司原因： 1、据2026年3月31日披露的2025年年报，公司2025年营收61.03亿元、同比增长18.35%，归母净利润3555.67万元、同比增长27.38%，全年完成“张衡一号”02星等科研任务并参与卫星互联网星座配套。 2、据2025年11月17日机构调研纪要，公司2024年成功发射24颗小/微小卫星，正承担低轨卫星互联网星上载荷、地面信关站基带处理设备及宽带通信终端等核心配套。 3、公司最终控制人为国务院国资委，控股股东为中国空间技术研究院，具备央企背景。	国内卫星制造龙头，北斗主要提供商之一，主营小卫星 / 微小卫星研制、宇航部组件配套、卫星通导遥终端及地面应用系统集成，提供卫星运营服务与天地一体信息解决方案	2026-05-11\|116.11\|1.69\|115.40\|119.50\|113.54\|700996;2026-05-12\|111.66\|-3.83\|115.00\|115.80\|111.53\|603719;2026-05-13\|112.00\|0.30\|110.00\|113.30\|107.80\|586872;2026-05-14\|100.80\|-10.00\|111.81\|111.81\|100.80\|797345;2026-05-15\|95.82\|-4.94\|99.00\|100.70\|95.25\|716412;2026-05-18\|96.92\|1.15\|95.00\|99.55\|95.00\|467567;2026-05-19\|87.23\|-10.00\|90.66\|91.99\|87.23\|772156;2026-05-20\|86.36\|-1.00\|85.00\|87.88\|84.84\|582973;2026-05-21\|85.27\|-1.26\|86.36\|89.17\|85.16\|537371;2026-05-22\|85.19\|-0.09\|85.70\|86.73\|83.75\|385738;2026-05-25\|87.84\|3.11\|86.00\|88.34\|85.00\|516410;2026-05-26\|84.54\|-3.76\|86.38\|86.50\|82.88\|457320;2026-05-27\|82.00\|-3.00\|85.96\|86.30\|81.00\|404889;2026-05-28\|81.97\|-0.04\|81.50\|83.50\|79.85\|334857;2026-05-29\|76.93\|-6.15\|81.88\|82.00\|76.27\|468881;2026-06-01\|76.60\|-0.43\|76.27\|78.68\|76.27\|320835;2026-06-02\|76.40\|-0.26\|77.20\|77.38\|73.01\|352756;2026-06-03\|81.58\|6.78\|76.40\|84.00\|76.00\|616043;2026-06-04\|80.28\|-1.59\|80.00\|81.28\|79.00\|363830;2026-06-05\|84.95\|5.82\|82.46\|85.00\|80.50\|765745;2026-06-08\|82.20\|-3.24\|82.00\|86.66\|81.00\|566485;2026-06-09\|79.85\|-2.86\|82.21\|82.21\|77.59\|479346;2026-06-10\|77.62\|-2.79\|79.90\|82.18\|76.71\|366288;2026-06-11\|78.03\|0.53\|76.50\|79.21\|75.29\|388127;2026-06-12\|78.00\|-0.04\|79.53\|81.72\|78.00\|577779;2026-06-15\|75.86\|-2.74\|76.99\|77.20\|73.93\|496596;2026-06-16\|75.26\|-0.79\|77.45\|77.80\|75.14\|416621;2026-06-17\|75.79\|0.70\|74.51\|77.77\|74.11\|453433;2026-06-18\|76.52\|0.96\|74.51\|77.54\|73.80\|454695;2026-06-22\|75.80\|-0.94\|75.60\|76.00\|72.68\|505315;2026-06-23\|71.57\|-5.58\|74.92\|75.14\|71.07\|419536;2026-06-24\|71.80\|0.32\|70.99\|72.58\|68.79\|386184;2026-06-25\|70.70\|-1.53\|71.80\|73.18\|70.16\|312142;2026-06-26\|77.77\|10.00\|70.38\|77.77\|68.68\|901579;2026-06-29\|81.02\|4.18\|78.00\|81.80\|74.93\|886366;2026-06-30\|82.05\|1.27\|82.00\|84.17\|80.75\|764893;2026-07-01\|85.65\|4.39\|82.00\|87.58\|80.84\|789941;2026-07-02\|81.50\|-4.85\|84.00\|87.20\|81.32\|635006;2026-07-03\|86.30\|5.89\|80.06\|88.76\|80.06\|676072;2026-07-06\|83.15\|-3.65\|87.85\|88.87\|82.45\|557950;2026-07-07\|79.48\|-4.41\|83.15\|84.78\|78.30\|457122;2026-07-08\|77.93\|-1.95\|79.40\|81.83\|76.85\|387254;2026-07-09\|81.84\|5.02\|77.92\|82.00\|77.50\|437020;2026-07-10\|90.02\|10.00\|81.19\|90.02\|78.60\|625601;2026-07-13\|91.26\|1.38\|93.50\|99.00\|86.00\|1493576;2026-07-14\|82.13\|-10.00\|86.00\|87.60\|82.13\|256501;2026-07-15\|73.92\|-10.00\|77.09\|79.79\|73.92\|841158;2026-07-16\|69.16\|-6.44\|70.03\|73.83\|67.20\|691284;2026-07-17\|62.35\|-9.85\|68.00\|68.85\|62.24\|674653;2026-07-20\|59.48\|-4.60\|63.80\|64.09\|57.39\|517499;2026-07-21\|61.29\|3.04\|59.48\|61.68\|54.71\|568201;2026-07-22\|59.61\|-2.74\|59.92\|64.28\|59.51\|498180;2026-07-23\|61.07\|2.45\|58.69\|62.20\|58.69\|431509;2026-07-24\|57.78\|-5.37\|59.95\|60.58\|57.75\|300240;2026-07-27\|59.70\|3.32\|57.60\|59.95\|57.06\|277273;2026-07-28\|57.94\|-2.95\|58.91\|60.68\|57.50\|274527;2026-07-29\|57.69\|-0.43\|58.42\|59.00\|55.81\|265286;2026-07-30\|54.79\|-5.03\|57.55\|57.78\|54.75\|297678;2026-07-31\|57.44\|4.84\|56.01\|58.30\|56.01\|375607;2026-08-03\|59.77\|4.06\|57.45\|60.23\|56.80\|389979;2026-08-04\|61.84\|3.46\|60.02\|62.16\|59.76\|378386;2026-08-05\|63.13\|2.09\|61.88\|63.78\|61.88\|384853;2026-08-06\|65.33\|3.48\|62.50\|66.40\|62.40\|471162;2026-08-07\|68.68\|5.13\|65.85\|69.73\|64.69\|527344;2026-08-10\|69.13\|0.66\|69.60\|69.99\|65.92\|528455;2026-08-11\|63.52\|-8.12\|65.77\|66.80\|62.31\|619148;2026-08-12\|65.57\|3.23\|63.51\|66.28\|63.00\|394226;2026-08-13\|66.10\|0.81\|65.89\|67.64\|65.88\|357138;2026-08-14\|66.84\|1.12\|66.59\|67.97\|65.04\|263864;2026-08-17\|68.86\|3.02\|67.45\|68.95\|66.96\|301243;2026-08-18\|69.00\|0.20\|68.40\|69.72\|67.84\|346334;2026-08-19\|67.51\|-2.16\|72.00\|72.78\|66.17\|914577;2026-08-20\|61.44\|-8.99\|65.03\|65.59\|61.43\|664783;2026-08-21\|62.10\|1.07\|61.00\|62.88\|60.90\|352997;2026-08-24\|59.40\|-4.35\|61.90\|61.93\|58.58\|359133;2026-08-25\|60.24\|1.41\|58.86\|60.40\|58.02\|229550;2026-08-26\|60.20\|-0.07\|60.24\|60.85\|59.52\|176390;2026-08-27\|61.60\|2.33\|59.95\|61.82\|59.93\|219069;2026-08-28\|60.23\|-2.22\|61.28\|61.71\|60.17\|210545;2026-08-31\|60.41\|0.30\|59.00\|61.28\|58.93\|200547;2026-09-01\|59.42\|-1.64\|60.30\|60.30\|59.39\|166354;2026-09-02\|58.67\|-1.26\|58.99\|59.67\|58.28\|180173;2026-09-03\|57.90\|-1.31\|59.10\|59.17\|57.64\|166715;2026-09-04\|57.62\|-0.48\|58.38\|58.97\|57.38\|197179;2026-09-07\|57.72\|0.17\|57.67\|57.93\|57.04\|162684;2026-09-08\|57.86\|0.24\|57.75\|58.68\|57.52\|170441;2026-09-09\|58.36\|0.86\|57.89\|58.89\|57.35\|222549;2026-09-10\|58.73\|0.63\|57.68\|59.30\|57.58\|245886;2026-09-11\|57.94\|-1.35\|58.09\|58.79\|56.65\|236098;2026-09-14\|57.29\|-1.12\|57.80\|58.15\|57.16\|133634
117185	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	航天央企+氢能装备+液力传动行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、公司控股股东为西安航天科技工业有限公司，实际控制人为中国航天科技集团有限公司，最终控制人为国务院国有资产监督管理委员会。 2、据2026年1月30日互动易，公司子公司航天元新主营液力变矩器及宇航产品加工业务。 3、据2025年年报，公司整合液力传动产业及机加配套业务优势资源，成立西安元新航天动力流体装备有限公司，并以此为标的引入外部资本3亿元，推动规模化发展。 4、据2025年年报，公司加快推进氢能产业项目1000套/年液氢气瓶产线落成，为后续获得项目订单奠定基础。	航天科技集团下属上市公司；公司大股东是航天科技集团下属航天六院，其是我国液体火箭发动机主要研制单位	2026-05-11\|38.19\|-0.75\|39.86\|39.90\|37.85\|887505;2026-05-12\|38.50\|0.81\|38.26\|40.57\|37.46\|705247;2026-05-13\|40.12\|4.21\|38.30\|40.50\|37.81\|701901;2026-05-14\|36.71\|-8.50\|39.85\|39.85\|36.50\|586742;2026-05-15\|35.27\|-3.92\|36.05\|37.08\|35.25\|363276;2026-05-18\|35.40\|0.37\|34.89\|36.39\|34.83\|311126;2026-05-19\|34.67\|-2.06\|34.98\|34.98\|33.80\|313431;2026-05-20\|33.63\|-3.00\|34.23\|34.39\|33.30\|268993;2026-05-21\|32.50\|-3.36\|33.72\|34.18\|32.44\|282528;2026-05-22\|32.43\|-0.22\|32.51\|32.81\|31.98\|209943;2026-05-25\|32.84\|1.26\|32.90\|33.75\|32.42\|233556;2026-05-26\|29.86\|-9.07\|32.50\|32.52\|29.56\|466357;2026-05-27\|28.07\|-5.99\|29.88\|30.02\|27.88\|402305;2026-05-28\|28.15\|0.28\|27.90\|28.71\|27.47\|314736;2026-05-29\|26.15\|-7.10\|27.92\|27.92\|25.96\|354061;2026-06-01\|25.72\|-1.64\|26.15\|26.59\|25.70\|206445;2026-06-02\|25.33\|-1.52\|26.00\|26.08\|24.31\|282199;2026-06-03\|25.80\|1.86\|25.27\|26.78\|25.00\|320243;2026-06-04\|25.02\|-3.02\|25.65\|25.75\|24.89\|188745;2026-06-05\|25.86\|3.36\|25.22\|26.41\|24.68\|393938;2026-06-08\|26.20\|1.31\|25.00\|27.55\|24.89\|478421;2026-06-09\|25.19\|-3.85\|26.21\|26.21\|24.52\|343767;2026-06-10\|24.37\|-3.26\|24.81\|25.38\|23.82\|309880;2026-06-11\|23.60\|-3.16\|24.00\|24.18\|23.35\|288418;2026-06-12\|25.08\|6.27\|24.08\|25.96\|23.91\|685490;2026-06-15\|24.29\|-3.15\|24.70\|24.83\|24.08\|422108;2026-06-16\|24.42\|0.54\|24.70\|25.15\|24.20\|301371;2026-06-17\|24.50\|0.33\|24.17\|25.15\|24.12\|288230;2026-06-18\|24.88\|1.55\|24.22\|25.29\|24.01\|318854;2026-06-22\|24.39\|-1.97\|24.86\|24.86\|23.19\|336165;2026-06-23\|23.61\|-3.20\|24.10\|24.19\|23.55\|199017;2026-06-24\|24.61\|4.24\|23.61\|24.93\|22.86\|341058;2026-06-25\|23.88\|-2.97\|24.40\|25.48\|23.78\|277074;2026-06-26\|26.27\|10.01\|23.81\|26.27\|23.06\|618826;2026-06-29\|27.13\|3.27\|26.48\|27.75\|25.70\|845019;2026-06-30\|28.02\|3.28\|26.90\|28.44\|26.41\|669587;2026-07-01\|29.46\|5.14\|27.50\|29.80\|27.50\|629412;2026-07-02\|28.00\|-4.96\|28.96\|30.23\|27.79\|587571;2026-07-03\|28.02\|0.07\|28.17\|29.80\|27.51\|591586;2026-07-06\|25.95\|-7.39\|28.44\|28.80\|25.73\|518600;2026-07-07\|24.95\|-3.85\|25.86\|27.28\|24.75\|355595;2026-07-08\|23.66\|-5.17\|24.90\|25.29\|23.66\|291933;2026-07-09\|25.20\|6.51\|23.66\|25.22\|23.28\|360251;2026-07-10\|27.72\|10.00\|25.10\|27.72\|24.35\|420491;2026-07-13\|24.95\|-9.99\|27.03\|27.40\|24.95\|504012;2026-07-14\|22.46\|-9.98\|23.26\|23.60\|22.46\|123484;2026-07-15\|20.21\|-10.02\|21.01\|21.76\|20.21\|481987;2026-07-16\|19.25\|-4.75\|19.85\|20.18\|19.02\|352419;2026-07-17\|17.75\|-7.79\|19.03\|19.27\|17.48\|368189;2026-07-20\|17.32\|-2.42\|17.75\|18.07\|16.01\|462862;2026-07-21\|17.40\|0.46\|16.90\|17.95\|15.71\|525593;2026-07-22\|16.98\|-2.41\|17.10\|17.84\|16.82\|375936;2026-07-23\|18.68\|10.01\|16.78\|18.68\|16.71\|528182;2026-07-24\|17.20\|-7.92\|18.15\|19.33\|17.20\|549933;2026-07-27\|18.15\|5.52\|17.20\|18.34\|17.08\|405365;2026-07-28\|17.49\|-3.64\|18.15\|18.45\|17.45\|257960;2026-07-29\|17.70\|1.20\|17.59\|17.85\|16.96\|246463;2026-07-30\|16.83\|-4.92\|17.53\|17.71\|16.71\|243331;2026-07-31\|17.48\|3.86\|17.20\|17.79\|17.18\|280051;2026-08-03\|18.06\|3.32\|17.52\|18.25\|17.48\|228834;2026-08-04\|18.64\|3.21\|18.19\|18.68\|18.03\|225851;2026-08-05\|19.01\|1.99\|18.70\|19.16\|18.70\|240820;2026-08-06\|19.56\|2.89\|18.91\|19.87\|18.80\|344644;2026-08-07\|20.28\|3.68\|19.60\|20.40\|19.26\|337763;2026-08-10\|20.70\|2.07\|20.38\|20.80\|19.72\|336408;2026-08-11\|19.58\|-5.41\|19.58\|19.99\|19.36\|366367;2026-08-12\|20.02\|2.25\|19.58\|20.25\|19.40\|242909;2026-08-13\|19.66\|-1.80\|20.42\|20.44\|19.66\|198366;2026-08-14\|19.86\|1.02\|19.72\|19.90\|19.35\|159408;2026-08-17\|20.57\|3.58\|20.00\|20.59\|19.85\|171279;2026-08-18\|20.42\|-0.73\|20.57\|20.72\|20.13\|164709;2026-08-19\|18.59\|-8.96\|21.00\|21.09\|18.38\|622082;2026-08-20\|18.04\|-2.96\|18.93\|18.97\|17.94\|319681;2026-08-21\|18.31\|1.50\|18.07\|18.47\|17.68\|197345;2026-08-24\|17.80\|-2.79\|18.28\|18.31\|17.47\|180923;2026-08-25\|18.18\|2.13\|17.60\|18.32\|17.44\|141067;2026-08-26\|18.06\|-0.66\|18.22\|18.28\|17.86\|106677;2026-08-27\|18.34\|1.55\|18.04\|18.37\|17.90\|121621;2026-08-28\|18.24\|-0.55\|18.30\|18.45\|18.18\|112137;2026-08-31\|18.36\|0.66\|18.06\|18.39\|18.01\|112785;2026-09-01\|18.25\|-0.60\|18.31\|18.43\|18.10\|102435;2026-09-02\|18.26\|0.05\|18.07\|18.50\|17.93\|128522;2026-09-03\|18.20\|-0.33\|18.23\|18.39\|18.07\|97591;2026-09-04\|18.24\|0.22\|18.31\|18.76\|18.13\|178710;2026-09-07\|18.17\|-0.38\|18.25\|18.28\|18.02\|104610;2026-09-08\|18.93\|4.18\|18.16\|19.91\|18.10\|391819;2026-09-09\|19.08\|0.79\|18.78\|19.86\|18.78\|375548;2026-09-10\|20.08\|5.24\|19.17\|20.75\|19.02\|672848;2026-09-11\|19.45\|-3.14\|19.83\|20.35\|19.05\|435077;2026-09-14\|19.68\|1.18\|19.50\|20.08\|19.01\|419472
117184	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	3D打印+商业航天+液冷服务器+铝挤压模具行业原因：国内两大头部商业火箭企业蓝箭航天、中科宇航正同步冲刺科创板，同台竞逐A股“商业航天第一股”，上交所此前出台专项上市指引，允许商业火箭企业适用科创板第五套上市标准，打开行业资本化通道。公司原因： 1、据中泰证券2026年6月22日研报，公司参股九宇建木，设立控股子公司江宇科技，深度布局DED技术方案，能形成“3D打印+精加工+热处理”的闭环交付能力；据2026年5月12日业绩说明会，公司计划依托模具与精密制造根基，布局3D打印技术，切入新兴领域赛道。 2、据2026年3月3日异常波动公告，公司较少部分产品间接应用于商业航天领域，2025年间接应用于商业航天板块营收约25万元，占比极低。 3、2025年9月26日互动易：江宇科技为公司55%控股的子公司，成立于25年9月19日，目前主要从事用于服务器液冷相关的3D打印产品的研发工作，目前已有部分样品。 4、据2026年5月12日业绩说明会，公司已成为国内铝型材挤压模具及挤压配套设备行业的领先企业，具备“模具+设备+精密零部件”一站式协同优势，2025年实现外销收入3.88亿元，同比增长37.86%。	1、近期公司基于微通道挤压技术开发出新一代液冷模块，采用铝合金一体成型工艺，支持更窄流道（≤100μm）和更高热密度； 2、公司的相关模具产品可以用于航空航天方向	2026-05-11\|206.10\|-5.14\|225.00\|225.00\|205.00\|22778;2026-05-12\|190.50\|-7.57\|206.09\|207.00\|186.03\|24087;2026-05-13\|197.99\|3.93\|188.01\|200.00\|186.68\|16252;2026-05-14\|187.69\|-5.20\|196.00\|197.10\|187.50\|15904;2026-05-15\|177.48\|-5.44\|186.01\|187.64\|175.41\|18648;2026-05-18\|178.07\|0.33\|177.48\|183.39\|176.53\|13553;2026-05-19\|171.70\|-3.58\|177.48\|178.49\|163.25\|23275;2026-05-20\|172.50\|0.47\|170.00\|173.97\|169.01\|10659;2026-05-21\|164.82\|-4.45\|174.50\|174.66\|164.00\|12754;2026-05-22\|168.32\|2.12\|166.66\|169.85\|164.32\|9624;2026-05-25\|170.00\|1.00\|171.69\|173.00\|166.00\|10354;2026-05-26\|159.85\|-5.97\|171.69\|171.69\|157.10\|17336;2026-05-27\|160.62\|0.48\|159.90\|162.50\|154.47\|14178;2026-05-28\|162.70\|1.29\|159.04\|165.38\|158.18\|9985;2026-05-29\|110.12\|-5.01\|116.00\|116.10\|109.00\|14516;2026-06-01\|106.12\|-3.63\|110.00\|111.00\|105.05\|21417;2026-06-02\|103.75\|-2.23\|106.27\|107.25\|102.07\|16127;2026-06-03\|105.07\|1.27\|103.83\|107.34\|102.22\|20364;2026-06-04\|105.65\|0.55\|104.00\|106.98\|103.24\|13054;2026-06-05\|116.22\|10.00\|105.13\|116.22\|102.59\|26062;2026-06-08\|123.81\|6.53\|114.07\|123.86\|112.12\|60969;2026-06-09\|117.65\|-4.98\|119.60\|119.80\|113.00\|44095;2026-06-10\|106.62\|-9.38\|112.79\|114.87\|105.89\|32002;2026-06-11\|109.18\|2.40\|104.00\|110.10\|102.00\|24173;2026-06-12\|109.02\|-0.15\|109.93\|116.00\|105.00\|36208;2026-06-15\|109.84\|0.75\|107.99\|109.91\|106.00\|21480;2026-06-16\|112.79\|2.69\|110.47\|117.60\|110.47\|34633;2026-06-17\|114.06\|1.13\|110.94\|118.80\|110.00\|31263;2026-06-18\|117.17\|2.73\|112.61\|118.32\|112.23\|30508;2026-06-22\|107.01\|-8.67\|117.00\|117.00\|105.45\|37405;2026-06-23\|103.69\|-3.10\|108.57\|108.57\|102.11\|21677;2026-06-24\|106.29\|2.51\|102.67\|108.00\|100.00\|25724;2026-06-25\|104.88\|-1.33\|105.26\|109.28\|102.99\|21619;2026-06-26\|115.37\|10.00\|104.88\|115.37\|101.20\|39723;2026-06-29\|114.75\|-0.54\|118.51\|120.25\|111.60\|39959;2026-06-30\|116.29\|1.34\|118.20\|119.12\|113.50\|38256;2026-07-01\|119.99\|3.18\|116.39\|121.16\|115.28\|38161;2026-07-02\|113.83\|-5.13\|117.83\|122.02\|113.83\|29578;2026-07-03\|125.21\|10.00\|113.21\|125.21\|113.21\|52522;2026-07-06\|115.19\|-8.00\|127.00\|132.23\|114.60\|60989;2026-07-07\|106.80\|-7.28\|112.00\|114.83\|104.19\|39564;2026-07-08\|100.40\|-5.99\|107.10\|107.87\|100.38\|24410;2026-07-09\|99.06\|-1.33\|100.41\|102.14\|93.00\|36091;2026-07-10\|103.90\|4.89\|98.98\|108.97\|97.68\|54320;2026-07-13\|93.51\|-10.00\|102.65\|102.65\|93.51\|18965;2026-07-14\|84.16\|-10.00\|89.00\|90.00\|84.16\|24189;2026-07-15\|83.73\|-0.51\|83.64\|85.60\|82.00\|23080;2026-07-16\|79.60\|-4.93\|82.16\|83.98\|79.20\|25538;2026-07-17\|74.47\|-6.44\|79.60\|80.39\|72.60\|21014;2026-07-20\|67.02\|-10.00\|75.58\|76.70\|67.02\|23023;2026-07-21\|70.12\|4.63\|65.85\|70.34\|60.60\|30242;2026-07-22\|68.46\|-2.37\|69.18\|71.34\|67.80\|22848;2026-07-23\|69.10\|0.93\|68.27\|70.86\|67.50\|25972;2026-07-24\|67.10\|-2.89\|67.86\|69.35\|66.16\|15347;2026-07-27\|70.29\|4.75\|67.14\|70.65\|66.45\|16461;2026-07-28\|66.90\|-4.82\|70.15\|71.31\|66.80\|12790;2026-07-29\|65.52\|-2.06\|67.21\|67.98\|64.14\|14070;2026-07-30\|61.20\|-6.59\|65.22\|66.14\|61.05\|15691;2026-07-31\|67.32\|10.00\|62.67\|67.32\|62.67\|10706;2026-08-03\|68.86\|2.29\|67.32\|69.22\|65.33\|26848;2026-08-04\|70.45\|2.31\|70.23\|70.83\|67.61\|20477;2026-08-05\|73.28\|4.02\|70.37\|74.09\|70.23\|20324;2026-08-06\|76.49\|4.38\|73.54\|77.73\|72.68\|32879;2026-08-07\|77.70\|1.58\|76.47\|77.85\|73.91\|22633;2026-08-10\|76.55\|-1.48\|77.94\|79.25\|75.00\|15932;2026-08-11\|75.00\|-2.02\|75.03\|75.98\|73.51\|15140;2026-08-12\|76.66\|2.21\|74.86\|77.38\|74.52\|13325;2026-08-13\|75.70\|-1.25\|76.95\|78.37\|75.66\|12691;2026-08-14\|76.20\|0.66\|76.23\|76.57\|75.23\|13160;2026-08-17\|78.38\|2.86\|77.00\|78.40\|75.29\|13189;2026-08-18\|78.13\|-0.32\|79.25\|79.31\|76.58\|15088;2026-08-19\|85.94\|10.00\|78.82\|85.94\|77.00\|62625;2026-08-20\|82.25\|-4.29\|85.08\|87.99\|77.35\|70047;2026-08-21\|80.33\|-2.33\|78.10\|81.40\|75.11\|42076;2026-08-24\|81.15\|1.02\|79.25\|84.80\|76.79\|51415;2026-08-25\|81.92\|0.95\|78.61\|84.50\|78.58\|47969;2026-08-26\|78.59\|-4.06\|82.25\|83.50\|77.36\|49217;2026-08-27\|81.58\|3.80\|78.39\|82.26\|75.82\|49699;2026-08-28\|79.68\|-2.33\|81.58\|83.00\|79.50\|27205;2026-08-31\|84.74\|6.35\|78.60\|85.50\|78.10\|45687;2026-09-01\|84.33\|-0.48\|84.82\|86.88\|81.21\|34157;2026-09-02\|85.21\|1.04\|83.89\|88.28\|83.30\|34751;2026-09-03\|85.30\|0.11\|86.47\|87.50\|83.08\|27008;2026-09-04\|79.00\|-7.39\|85.95\|85.95\|78.50\|35089;2026-09-07\|80.42\|1.80\|79.00\|80.82\|78.49\|19286;2026-09-08\|80.17\|-0.31\|80.02\|81.74\|79.20\|16504;2026-09-09\|77.83\|-2.31\|80.01\|80.52\|77.48\|17314;2026-09-10\|75.65\|-2.80\|77.49\|77.98\|75.62\|17157;2026-09-11\|73.80\|-2.45\|74.50\|75.06\|71.70\|15748;2026-09-14\|73.24\|-0.76\|73.50\|74.00\|72.08\|9438
117183	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	钽铌涨价+小型固体火箭+江西国资 1、据2026年6月15日互动易，氧化钽价格一路走高，根据亚洲金属网最新数据，目前国内五氧化二钽出厂价格约4,500元/公斤，公司钽铌产品产销两旺；据2026年6月15日互动易，公司钽铌业务储备了可满足半年以上生产的矿石原料，业务板块受到市场价格上涨的积极影响，有助于提升利润水平。 2、据2026年4月16日年报，公司全资子公司新余国泰已实现13种型号小型固体火箭发动机助推器产品稳定量产，正加速推进年产5万发自动化产线建设；据2026年4月30日投资者关系活动记录表，因行业技术进步和预计需求上涨建设该产线，目前阶段年订单量约4,000发。 3、据2025年年报，公司已构建“民爆一体化+军工新材料+轨交自动化及信息化产业”产业格局；公司最终控制人为江西省国有资产监督管理委员会。	江西省内最大的民爆器材生产企业；全资子公司新余国泰自主研发生产的小型固体火箭发动机应用于固定翼无人靶机的发射，使其迅速飞离发射器并加速达到预定飞行速度	2026-05-11\|14.77\|0.20\|14.88\|15.03\|14.61\|198394;2026-05-12\|14.45\|-2.17\|14.81\|14.88\|14.29\|186575;2026-05-13\|15.27\|5.67\|14.44\|15.56\|14.40\|327328;2026-05-14\|14.35\|-6.02\|15.28\|15.29\|14.31\|277072;2026-05-15\|14.35\|0.00\|14.33\|14.84\|14.18\|209596;2026-05-18\|14.55\|1.39\|14.29\|14.61\|14.10\|141124;2026-05-19\|14.25\|-2.06\|14.53\|14.63\|13.92\|182654;2026-05-20\|13.93\|-2.25\|14.14\|14.29\|13.82\|130797;2026-05-21\|13.28\|-4.67\|13.92\|14.09\|13.20\|160877;2026-05-22\|13.60\|2.41\|13.32\|13.74\|13.14\|130475;2026-05-25\|14.50\|6.62\|14.00\|14.96\|14.00\|480452;2026-05-26\|14.15\|-2.41\|14.30\|14.30\|13.80\|290259;2026-05-27\|13.83\|-2.26\|14.00\|14.48\|13.78\|179449;2026-05-28\|15.21\|9.98\|13.79\|15.21\|13.79\|483814;2026-05-29\|15.09\|-0.79\|15.50\|15.94\|14.95\|494589;2026-06-01\|15.48\|2.58\|15.07\|15.99\|14.95\|342345;2026-06-02\|15.40\|-0.52\|15.39\|15.84\|15.20\|205353;2026-06-03\|15.41\|0.06\|15.39\|15.55\|15.03\|199091;2026-06-04\|15.07\|-2.21\|15.20\|15.50\|14.92\|140535;2026-06-05\|14.75\|-2.12\|15.00\|15.12\|14.47\|163406;2026-06-08\|13.30\|-9.83\|14.18\|14.50\|13.28\|332027;2026-06-09\|13.15\|-1.13\|13.35\|13.39\|12.75\|201109;2026-06-10\|12.49\|-5.02\|13.00\|13.00\|12.26\|235626;2026-06-11\|12.83\|2.72\|12.31\|13.32\|12.12\|230920;2026-06-12\|12.75\|-0.62\|12.80\|13.23\|12.68\|159652;2026-06-15\|13.01\|2.04\|12.89\|13.15\|12.84\|125214;2026-06-16\|13.54\|4.07\|13.05\|13.99\|13.02\|228333;2026-06-17\|13.26\|-2.07\|13.43\|13.68\|13.18\|159817;2026-06-18\|13.61\|2.64\|13.23\|13.89\|13.06\|168754;2026-06-22\|14.32\|5.22\|13.74\|14.50\|13.33\|269919;2026-06-23\|14.00\|-2.23\|14.33\|14.53\|13.90\|183021;2026-06-24\|13.81\|-1.36\|13.90\|14.15\|13.66\|129696;2026-06-25\|14.03\|1.59\|13.73\|14.41\|13.36\|226132;2026-06-26\|15.43\|9.98\|14.29\|15.43\|14.29\|536161;2026-06-29\|16.05\|4.02\|15.50\|16.48\|15.21\|613085;2026-06-30\|16.51\|2.87\|15.99\|16.64\|15.65\|420943;2026-07-01\|16.21\|-1.82\|16.45\|17.05\|16.00\|340714;2026-07-02\|15.70\|-2.36\|15.75\|16.62\|15.64\|274704;2026-07-03\|15.49\|-1.34\|15.60\|16.08\|15.38\|198253;2026-07-06\|14.68\|-5.23\|15.48\|15.68\|14.60\|265738;2026-07-07\|13.82\|-5.86\|14.34\|14.75\|13.73\|182400;2026-07-08\|13.02\|-5.79\|13.75\|13.81\|12.96\|248860;2026-07-09\|12.80\|-1.69\|13.28\|13.28\|12.26\|259137;2026-07-10\|12.83\|0.23\|12.95\|13.30\|12.65\|249542;2026-07-13\|11.88\|-7.40\|12.80\|12.82\|11.81\|298762;2026-07-14\|11.75\|-1.09\|11.90\|11.94\|11.36\|179172;2026-07-15\|11.52\|-1.96\|11.83\|11.94\|11.46\|133830;2026-07-16\|11.25\|-2.34\|11.53\|11.58\|11.21\|122603;2026-07-17\|11.20\|-0.44\|11.20\|11.56\|11.13\|154407;2026-07-20\|10.71\|-4.38\|11.25\|11.38\|10.61\|191975;2026-07-21\|11.09\|3.55\|10.75\|11.09\|10.28\|161302;2026-07-22\|10.92\|-1.53\|10.87\|11.49\|10.74\|114640;2026-07-23\|11.19\|2.47\|10.92\|11.22\|10.73\|91066;2026-07-24\|10.75\|-3.93\|11.06\|11.10\|10.74\|72703;2026-07-27\|10.99\|2.23\|10.65\|11.02\|10.65\|58308;2026-07-28\|10.87\|-1.09\|10.85\|11.08\|10.81\|55972;2026-07-29\|11.33\|4.23\|10.96\|11.35\|10.77\|126211;2026-07-30\|11.16\|-1.50\|11.21\|11.36\|10.97\|90170;2026-07-31\|11.36\|1.79\|11.30\|11.43\|11.22\|79199;2026-08-03\|11.55\|1.67\|11.33\|11.60\|11.27\|81494;2026-08-04\|11.59\|0.35\|11.54\|11.75\|11.47\|75642;2026-08-05\|11.92\|2.85\|11.57\|11.94\|11.52\|123583;2026-08-06\|12.04\|1.01\|11.99\|12.16\|11.79\|132048;2026-08-07\|12.03\|-0.08\|12.35\|12.38\|11.80\|122368;2026-08-10\|12.21\|1.50\|12.02\|12.21\|11.93\|91850;2026-08-11\|12.04\|-1.39\|12.29\|12.42\|12.04\|101882;2026-08-12\|12.10\|0.50\|12.01\|12.20\|11.90\|80468;2026-08-13\|11.83\|-2.23\|12.14\|12.20\|11.82\|80853;2026-08-14\|11.92\|0.76\|11.90\|11.99\|11.80\|68410;2026-08-17\|12.13\|1.76\|11.89\|12.16\|11.83\|68611;2026-08-18\|12.06\|-0.58\|12.13\|12.30\|11.91\|59394;2026-08-19\|11.47\|-4.89\|12.00\|12.00\|11.43\|104371;2026-08-20\|11.56\|0.78\|11.66\|11.73\|11.51\|51430;2026-08-21\|11.65\|0.78\|11.49\|11.68\|11.33\|47758;2026-08-24\|11.76\|0.94\|11.66\|11.80\|11.56\|62549;2026-08-25\|11.51\|-2.13\|11.30\|11.54\|11.01\|96737;2026-08-26\|11.54\|0.26\|11.49\|11.70\|11.45\|57220;2026-08-27\|11.73\|1.65\|11.59\|11.81\|11.47\|69733;2026-08-28\|11.72\|-0.09\|11.80\|11.82\|11.65\|57728;2026-08-31\|11.54\|-1.54\|11.55\|11.72\|11.44\|68012;2026-09-01\|11.58\|0.35\|11.58\|11.66\|11.51\|53721;2026-09-02\|11.62\|0.35\|11.51\|11.67\|11.24\|89212;2026-09-03\|11.87\|2.15\|11.62\|12.07\|11.56\|115852;2026-09-04\|11.80\|-0.59\|11.90\|11.94\|11.69\|77432;2026-09-07\|11.76\|-0.34\|11.85\|11.89\|11.62\|61606;2026-09-08\|11.99\|1.96\|11.71\|12.02\|11.71\|91637;2026-09-09\|12.07\|0.67\|12.00\|12.12\|11.91\|84984;2026-09-10\|11.80\|-2.24\|12.05\|12.05\|11.79\|58489;2026-09-11\|11.53\|-2.29\|11.72\|11.72\|11.40\|63394;2026-09-14\|11.43\|-0.87\|11.50\|11.54\|11.32\|56979
117182	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	硅片+光伏+液冷服务器行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据2025年年报，公司光伏产品主要为大尺寸单晶硅棒、硅片、高效光伏组件等，应用于光伏行业的电池片制造及下游光伏电站建设。 2、据2026年6月18日互动易，公司在液冷领域具有业务及技术储备，响应天云智算中心需求，为其配备了空冷冷水一体式液冷机组，可有效提高能效比、降低能耗，确保数据中心稳定运行。 3、公司主营业务为节能节水装备、新能源装备及光伏产品，其溴化锂冷热机组、空冷塔产品荣获制造业单项冠军，多晶硅还原炉市占率连续多年超65%。	公司获得3个海外订单，共计12台高效换热器设备，将用于Space X星舰发射基地扩建配套的燃料生产系统。	2026-05-11\|6.46\|0.94\|6.42\|6.55\|6.41\|767345;2026-05-12\|6.37\|-1.39\|6.55\|6.66\|6.30\|1008679;2026-05-13\|6.33\|-0.63\|6.35\|6.41\|6.22\|766949;2026-05-14\|6.96\|9.95\|6.34\|6.96\|6.34\|3375118;2026-05-15\|6.76\|-2.87\|6.89\|7.00\|6.47\|3153897;2026-05-18\|6.55\|-3.11\|6.59\|6.72\|6.48\|1608709;2026-05-19\|7.21\|10.08\|6.62\|7.21\|6.61\|1813250;2026-05-20\|7.32\|1.53\|7.35\|7.71\|7.26\|4200186;2026-05-21\|7.80\|6.56\|7.31\|7.86\|7.10\|3757766;2026-05-22\|7.65\|-1.92\|7.52\|7.82\|7.50\|2550251;2026-05-25\|7.32\|-4.31\|7.60\|7.60\|7.16\|2268622;2026-05-26\|6.83\|-6.69\|7.21\|7.57\|6.65\|2332979;2026-05-27\|6.15\|-9.96\|6.70\|6.91\|6.15\|2325862;2026-05-28\|6.03\|-1.95\|6.01\|6.13\|5.63\|1659542;2026-05-29\|5.43\|-9.95\|5.97\|5.97\|5.43\|1914767;2026-06-01\|5.35\|-1.47\|5.46\|5.58\|5.34\|1052760;2026-06-02\|5.04\|-5.79\|5.34\|5.35\|4.93\|1463660;2026-06-03\|4.91\|-2.58\|5.00\|5.03\|4.85\|971506;2026-06-04\|4.97\|1.22\|4.90\|5.07\|4.80\|1239307;2026-06-05\|4.99\|0.40\|4.93\|5.05\|4.71\|1186404;2026-06-08\|4.80\|-3.81\|4.79\|4.99\|4.71\|823554;2026-06-09\|4.85\|1.04\|4.85\|4.86\|4.65\|779705;2026-06-10\|4.96\|2.27\|4.80\|5.06\|4.61\|1189010;2026-06-11\|5.16\|4.03\|4.88\|5.22\|4.83\|1493968;2026-06-12\|5.04\|-2.33\|5.12\|5.28\|5.04\|1053000;2026-06-15\|4.94\|-1.98\|5.02\|5.02\|4.89\|807063;2026-06-16\|5.00\|1.21\|4.89\|5.05\|4.74\|956086;2026-06-17\|5.04\|0.80\|4.96\|5.10\|4.88\|1007708;2026-06-18\|4.74\|-5.95\|4.97\|4.98\|4.74\|936495;2026-06-22\|4.65\|-1.90\|4.71\|4.73\|4.47\|902189;2026-06-23\|4.51\|-3.01\|4.60\|4.71\|4.48\|701564;2026-06-24\|4.37\|-3.10\|4.50\|4.50\|4.26\|917557;2026-06-25\|4.40\|0.69\|4.38\|4.68\|4.32\|951995;2026-06-26\|4.84\|10.00\|4.40\|4.84\|4.39\|1224653;2026-06-29\|4.88\|0.83\|4.80\|4.97\|4.70\|1613864;2026-06-30\|4.99\|2.25\|4.80\|5.02\|4.78\|1206674;2026-07-01\|5.12\|2.61\|4.98\|5.13\|4.77\|1406146;2026-07-02\|4.80\|-6.25\|5.00\|5.05\|4.80\|1083961;2026-07-03\|4.67\|-2.71\|4.80\|4.86\|4.66\|791546;2026-07-06\|4.80\|2.78\|4.71\|5.05\|4.69\|984319;2026-07-07\|4.43\|-7.71\|4.69\|4.70\|4.43\|839920;2026-07-08\|4.46\|0.68\|4.42\|4.49\|4.26\|524547;2026-07-09\|4.33\|-2.91\|4.40\|4.47\|4.26\|570211;2026-07-10\|4.60\|6.24\|4.36\|4.76\|4.29\|1303585;2026-07-13\|4.20\|-8.70\|4.49\|4.51\|4.20\|967519;2026-07-14\|4.20\|0.00\|4.15\|4.22\|4.05\|466770;2026-07-15\|4.13\|-1.67\|4.12\|4.20\|4.08\|416156;2026-07-16\|4.15\|0.48\|4.13\|4.20\|4.09\|365073;2026-07-17\|4.01\|-3.37\|4.14\|4.18\|4.00\|456095;2026-07-20\|3.73\|-6.98\|3.94\|3.99\|3.62\|912728;2026-07-21\|3.77\|1.07\|3.68\|3.78\|3.55\|625215;2026-07-22\|3.77\|0.00\|3.73\|3.84\|3.71\|487852;2026-07-23\|3.94\|4.51\|3.76\|3.97\|3.75\|599655;2026-07-24\|3.82\|-3.05\|3.89\|3.94\|3.81\|373033;2026-07-27\|3.94\|3.14\|3.84\|3.94\|3.79\|388038;2026-07-28\|3.91\|-0.76\|3.88\|3.99\|3.88\|359477;2026-07-29\|4.00\|2.30\|3.89\|4.03\|3.85\|517429;2026-07-30\|4.00\|0.00\|3.98\|4.10\|3.95\|477799;2026-07-31\|4.06\|1.50\|4.00\|4.10\|4.00\|372252;2026-08-03\|4.29\|5.67\|4.09\|4.30\|4.09\|709705;2026-08-04\|4.33\|0.93\|4.24\|4.35\|4.24\|539691;2026-08-05\|4.35\|0.46\|4.34\|4.39\|4.30\|523158;2026-08-06\|4.32\|-0.69\|4.33\|4.39\|4.25\|466130;2026-08-07\|4.34\|0.46\|4.33\|4.46\|4.25\|495573;2026-08-10\|4.38\|0.92\|4.35\|4.40\|4.26\|359602;2026-08-11\|4.39\|0.23\|4.40\|4.43\|4.32\|361325;2026-08-12\|4.48\|2.05\|4.53\|4.58\|4.38\|721784;2026-08-13\|4.35\|-2.90\|4.49\|4.52\|4.35\|517680;2026-08-14\|4.33\|-0.46\|4.35\|4.39\|4.25\|423390;2026-08-17\|4.41\|1.85\|4.33\|4.42\|4.32\|402336;2026-08-18\|4.41\|0.00\|4.41\|4.44\|4.36\|359351;2026-08-19\|4.16\|-5.67\|4.36\|4.39\|4.14\|496566;2026-08-20\|4.16\|0.00\|4.18\|4.21\|4.14\|320128;2026-08-21\|4.21\|1.20\|4.15\|4.34\|4.12\|419653;2026-08-24\|4.19\|-0.48\|4.20\|4.32\|4.13\|410185;2026-08-25\|4.27\|1.91\|4.17\|4.30\|4.15\|407998;2026-08-26\|4.35\|1.87\|4.27\|4.40\|4.27\|389816;2026-08-27\|4.34\|-0.23\|4.33\|4.35\|4.22\|401338;2026-08-28\|4.39\|1.15\|4.34\|4.42\|4.31\|384874;2026-08-31\|4.29\|-2.28\|4.33\|4.36\|4.26\|354613;2026-09-01\|4.30\|0.23\|4.28\|4.35\|4.27\|256712;2026-09-02\|4.28\|-0.47\|4.38\|4.39\|4.21\|341956;2026-09-03\|4.22\|-1.40\|4.28\|4.33\|4.18\|327956;2026-09-04\|4.21\|-0.24\|4.21\|4.33\|4.19\|402552;2026-09-07\|4.34\|3.09\|4.22\|4.34\|4.19\|391740;2026-09-08\|4.37\|0.69\|4.34\|4.40\|4.31\|324138;2026-09-09\|4.35\|-0.46\|4.43\|4.44\|4.31\|297608;2026-09-10\|4.32\|-0.69\|4.32\|4.38\|4.25\|288362;2026-09-11\|4.22\|-2.31\|4.30\|4.30\|4.14\|353769;2026-09-14\|4.23\|0.24\|4.23\|4.26\|4.16\|219184
117181	长征十乙火箭已转运至海南商发2号工位，预计7月10-13日发射	涨停揭秘：SpaceX上市预期叠加亚马逊拟收购Globalstar加剧星链竞争；公司为航天科技集团运载火箭技术研究院旗下唯一上市公司，一季度净利润同比增长20.98%；涨停缘由：国家队航天平台稀缺性凸显；商业航天竞争白热化提升配套保障需求；一季报业绩增速领先同业；资金逻辑：连续两日涨停且4月30日封单积极，资金聚焦航天央企核心资产；风险提示：公司业务集中于运载火箭系统集成，单一客户依赖度较高；市场化机制尚待完善	航天科技集团旗下，运载火箭技术研究院旗下唯一上市公司，依托自主研发的粉煤加压气化技术，可生产合成氨、甲醇等原料气体，旗下航天氢能新乡气体公司为晋开延化提供原料气	2026-05-11\|44.41\|-1.64\|45.18\|45.37\|43.25\|365090;2026-05-12\|42.94\|-3.31\|43.41\|46.46\|42.30\|454692;2026-05-13\|42.46\|-1.12\|42.20\|43.79\|41.77\|270056;2026-05-14\|39.71\|-6.48\|42.38\|42.38\|39.71\|269482;2026-05-15\|38.74\|-2.44\|39.90\|40.28\|38.23\|200075;2026-05-18\|39.80\|2.74\|38.30\|41.83\|38.20\|266531;2026-05-19\|42.40\|6.53\|39.30\|42.78\|38.28\|338412;2026-05-20\|40.02\|-5.61\|42.21\|43.34\|39.89\|341526;2026-05-21\|38.50\|-3.80\|40.02\|40.79\|38.26\|185892;2026-05-22\|38.65\|0.39\|38.69\|39.30\|37.60\|127322;2026-05-25\|37.70\|-2.46\|39.00\|39.32\|37.21\|151797;2026-05-26\|35.76\|-5.15\|37.25\|37.25\|35.17\|171736;2026-05-27\|34.68\|-3.02\|35.87\|37.77\|34.26\|265945;2026-05-28\|35.00\|0.92\|34.69\|35.76\|34.42\|180331;2026-05-29\|32.60\|-6.67\|35.00\|35.20\|32.48\|178994;2026-06-01\|32.33\|-0.83\|32.53\|33.00\|32.24\|124458;2026-06-02\|32.03\|-0.93\|32.60\|32.80\|31.27\|123255;2026-06-03\|32.52\|1.53\|31.80\|33.44\|31.74\|142233;2026-06-04\|33.07\|1.69\|32.18\|33.91\|32.05\|186545;2026-06-05\|33.17\|0.30\|33.47\|34.08\|32.20\|211731;2026-06-08\|31.51\|-5.00\|32.00\|33.45\|31.35\|160170;2026-06-09\|31.12\|-1.24\|31.64\|31.80\|30.65\|145587;2026-06-10\|30.69\|-1.38\|31.03\|31.48\|29.95\|135561;2026-06-11\|30.24\|-1.47\|30.37\|30.79\|29.75\|110513;2026-06-12\|30.93\|2.28\|30.60\|32.00\|29.99\|151610;2026-06-15\|30.56\|-1.20\|30.49\|30.99\|30.13\|112152;2026-06-16\|31.14\|1.90\|32.00\|32.24\|30.50\|210210;2026-06-17\|31.72\|1.86\|31.40\|32.60\|31.14\|210091;2026-06-18\|33.03\|4.13\|31.48\|33.73\|31.21\|255049;2026-06-22\|34.65\|4.90\|33.09\|34.70\|32.88\|307514;2026-06-23\|33.96\|-1.99\|34.07\|35.11\|33.05\|233455;2026-06-24\|37.36\|10.01\|34.41\|37.36\|33.40\|196129;2026-06-25\|39.59\|5.97\|40.84\|41.10\|39.11\|607996;2026-06-26\|43.55\|10.00\|39.50\|43.55\|39.50\|326659;2026-06-29\|39.87\|-8.45\|42.73\|44.05\|39.61\|426930;2026-06-30\|38.56\|-3.29\|39.87\|40.84\|37.50\|377100;2026-07-01\|39.50\|2.44\|38.60\|41.10\|38.60\|293860;2026-07-02\|41.43\|4.89\|39.28\|43.45\|39.28\|357258;2026-07-03\|42.25\|1.98\|41.20\|43.50\|40.96\|340156;2026-07-06\|39.37\|-6.82\|43.52\|44.02\|38.73\|293505;2026-07-07\|40.89\|3.86\|39.80\|43.31\|39.80\|394148;2026-07-08\|39.61\|-3.13\|41.00\|41.93\|38.58\|302993;2026-07-09\|40.08\|1.19\|39.75\|41.00\|38.61\|298511;2026-07-10\|44.09\|10.01\|40.22\|44.09\|38.08\|344493;2026-07-13\|39.68\|-10.00\|43.00\|43.00\|39.68\|222379;2026-07-14\|35.71\|-10.01\|35.71\|35.71\|35.71\|22722;2026-07-15\|32.14\|-10.00\|32.14\|32.58\|32.14\|124681;2026-07-16\|28.93\|-9.99\|29.09\|29.78\|28.93\|403974;2026-07-17\|26.04\|-9.99\|27.30\|27.80\|26.04\|352847;2026-07-20\|23.48\|-9.83\|25.51\|25.78\|23.44\|404656;2026-07-21\|24.18\|2.98\|24.00\|24.73\|21.86\|440729;2026-07-22\|22.40\|-7.36\|23.00\|24.33\|22.40\|397286;2026-07-23\|22.45\|0.22\|22.24\|23.28\|22.24\|329050;2026-07-24\|21.26\|-5.30\|22.25\|22.50\|21.25\|232921;2026-07-27\|22.16\|4.23\|21.43\|22.19\|20.92\|211050;2026-07-28\|21.46\|-3.16\|21.85\|22.43\|21.32\|166280;2026-07-29\|21.14\|-1.49\|21.46\|21.59\|20.56\|211125;2026-07-30\|20.62\|-2.46\|20.99\|21.38\|20.41\|199416;2026-07-31\|21.46\|4.07\|21.00\|22.34\|21.00\|283369;2026-08-03\|21.83\|1.72\|21.46\|22.10\|21.36\|181186;2026-08-04\|22.36\|2.43\|22.27\|22.60\|21.63\|216377;2026-08-05\|23.02\|2.95\|22.38\|23.13\|22.31\|188588;2026-08-06\|23.59\|2.48\|22.80\|23.70\|22.73\|212148;2026-08-07\|24.04\|1.91\|23.61\|24.12\|23.12\|213679;2026-08-10\|24.19\|0.62\|24.20\|24.32\|23.25\|174932;2026-08-11\|23.39\|-3.31\|23.81\|23.84\|23.09\|158552;2026-08-12\|24.00\|2.61\|23.31\|24.06\|23.17\|232182;2026-08-13\|23.80\|-0.83\|24.20\|24.66\|23.80\|181265;2026-08-14\|23.87\|0.29\|23.80\|23.99\|23.37\|119531;2026-08-17\|24.44\|2.39\|24.10\|24.44\|23.85\|132571;2026-08-18\|24.23\|-0.86\|24.42\|24.60\|23.90\|107604;2026-08-19\|21.95\|-9.41\|24.60\|24.60\|21.92\|351975;2026-08-20\|21.85\|-0.46\|22.20\|22.29\|21.55\|171374;2026-08-21\|22.00\|0.69\|21.95\|22.10\|21.59\|152876;2026-08-24\|21.20\|-3.64\|21.90\|22.09\|20.90\|148281;2026-08-25\|21.57\|1.75\|21.21\|21.69\|20.74\|107925;2026-08-26\|21.54\|-0.14\|21.50\|21.68\|21.16\|90344;2026-08-27\|21.80\|1.21\|21.30\|21.87\|21.25\|101100;2026-08-28\|21.87\|0.32\|21.75\|22.18\|21.63\|102616;2026-08-31\|22.24\|1.69\|21.72\|22.30\|21.55\|94263;2026-09-01\|21.94\|-1.35\|22.24\|22.24\|21.82\|85240;2026-09-02\|21.95\|0.05\|21.83\|22.10\|21.64\|82083;2026-09-03\|21.70\|-1.14\|21.89\|22.04\|21.54\|67110;2026-09-04\|21.66\|-0.18\|21.81\|22.11\|21.52\|97170;2026-09-07\|21.53\|-0.60\|21.66\|21.79\|21.46\|74211;2026-09-08\|21.72\|0.88\|21.50\|22.05\|21.40\|77290;2026-09-09\|21.89\|0.78\|21.72\|22.14\|21.60\|80326;2026-09-10\|21.98\|0.41\|21.81\|22.22\|21.62\|100549;2026-09-11\|21.53\|-2.05\|21.82\|22.02\|21.06\|106697;2026-09-14\|21.39\|-0.65\|21.40\|21.65\|21.25\|58238
117180	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	液冷服务器+半导体核心零部件+泛半导体行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日投资者关系活动记录，公司在数据中心液冷领域主营CDU、Manifold等产品，主要应用于服务器及数据中心的液冷系统。 2、据2026年5月8日投资者关系活动记录，公司全资子公司拟投资20亿元建设半导体核心零部件项目，正处于前期筹备阶段，并探讨与核心客户进行产能共建、股权合作的可能。 3、据2025年年度报告，在泛半导体领域，公司产品已通过美国排名前二的半导体应用设备厂商认证并成为其一级供应商，填补了国内超高纯应用材料的空白。 4、据2026年4月28日年报及2026年一季报，公司2026年一季度营收7.68亿元，同比增长14.15%，其中泛半导体业务收入及新签订单呈现良好增长态势。	公司有部分产品已经成功应用到洁净、清洗等领域，光刻机领域根据结构图纸是有机会可以使用到公司的真空系统产品，表示努力试图跟ASML接触	2026-05-11\|54.65\|2.88\|53.89\|55.86\|53.80\|204069;2026-05-12\|59.68\|9.20\|54.57\|59.95\|54.40\|488516;2026-05-13\|59.20\|-0.80\|58.50\|59.49\|57.52\|261878;2026-05-14\|62.91\|6.27\|60.55\|65.00\|58.98\|500747;2026-05-15\|63.43\|0.83\|62.90\|67.90\|61.61\|451341;2026-05-18\|61.89\|-2.43\|63.44\|64.99\|61.39\|335499;2026-05-19\|67.11\|8.43\|61.50\|68.80\|61.27\|396251;2026-05-20\|68.68\|2.34\|66.57\|68.96\|65.18\|352446;2026-05-21\|63.40\|-7.69\|67.67\|68.80\|63.18\|347829;2026-05-22\|66.80\|5.36\|63.95\|68.50\|63.21\|276901;2026-05-25\|67.94\|1.71\|66.80\|69.00\|64.11\|374699;2026-05-26\|61.36\|-9.69\|65.96\|66.00\|60.00\|376633;2026-05-27\|57.06\|-7.01\|60.54\|61.49\|56.75\|290231;2026-05-28\|61.21\|7.27\|56.83\|62.00\|56.70\|262480;2026-05-29\|56.24\|-8.12\|61.20\|61.20\|55.80\|201389;2026-06-01\|54.25\|-3.54\|56.00\|57.18\|54.00\|123490;2026-06-02\|53.83\|-0.77\|54.32\|55.58\|53.13\|143100;2026-06-03\|54.20\|0.69\|53.51\|55.85\|53.50\|146819;2026-06-04\|60.70\|11.99\|53.50\|61.98\|53.10\|358418;2026-06-05\|64.29\|5.91\|63.00\|68.50\|60.72\|465623;2026-06-08\|61.58\|-4.22\|61.78\|65.02\|60.66\|254679;2026-06-09\|73.90\|20.01\|63.90\|73.90\|63.10\|408194;2026-06-10\|72.90\|-1.35\|74.00\|74.89\|71.78\|352765;2026-06-11\|72.78\|-0.16\|71.70\|76.60\|71.42\|347668;2026-06-12\|73.14\|0.49\|79.21\|82.48\|73.00\|378515;2026-06-15\|75.41\|3.10\|73.00\|75.82\|70.14\|274807;2026-06-16\|75.30\|-0.15\|75.41\|76.58\|74.30\|233180;2026-06-17\|78.30\|3.98\|74.28\|79.10\|74.03\|258546;2026-06-18\|82.97\|5.96\|76.51\|83.33\|75.75\|325987;2026-06-22\|82.21\|-0.92\|83.63\|84.00\|78.25\|301650;2026-06-23\|78.84\|-4.10\|80.95\|81.80\|78.05\|203715;2026-06-24\|83.85\|6.35\|77.04\|85.48\|77.03\|238800;2026-06-25\|81.11\|-3.27\|83.99\|84.56\|79.86\|242373;2026-06-26\|92.90\|14.54\|81.80\|97.33\|81.60\|508498;2026-06-29\|103.60\|11.52\|96.53\|105.36\|94.70\|487276;2026-06-30\|100.46\|-3.03\|102.52\|106.78\|98.03\|312806;2026-07-01\|103.88\|3.40\|102.47\|107.60\|99.03\|302153;2026-07-02\|94.01\|-9.50\|100.99\|101.04\|93.86\|259584;2026-07-03\|91.55\|-2.62\|95.00\|96.00\|89.88\|187178;2026-07-06\|86.99\|-4.98\|92.06\|92.56\|83.58\|221949;2026-07-07\|87.88\|1.02\|85.87\|90.15\|85.08\|162638;2026-07-08\|86.26\|-1.84\|88.88\|89.96\|81.01\|192109;2026-07-09\|95.00\|10.13\|87.81\|96.00\|86.50\|238933;2026-07-10\|83.35\|-12.26\|96.00\|96.00\|83.14\|283124;2026-07-13\|79.52\|-4.60\|83.75\|85.94\|78.80\|197383;2026-07-14\|78.78\|-0.93\|80.79\|80.79\|75.50\|150904;2026-07-15\|73.37\|-6.81\|80.00\|81.66\|72.60\|146394;2026-07-16\|67.82\|-7.56\|71.48\|72.90\|67.16\|161976;2026-07-17\|62.51\|-7.83\|66.90\|68.50\|62.28\|169165;2026-07-20\|54.00\|-13.61\|64.00\|65.07\|51.60\|270120;2026-07-21\|60.62\|12.26\|54.65\|60.68\|50.02\|287136;2026-07-22\|57.36\|-5.38\|59.45\|60.82\|57.10\|186580;2026-07-23\|55.72\|-2.86\|57.75\|58.99\|55.12\|144549;2026-07-24\|56.18\|0.83\|54.72\|58.29\|54.00\|208574;2026-07-27\|59.72\|6.30\|56.18\|59.85\|54.71\|220833;2026-07-28\|55.90\|-6.40\|63.15\|67.05\|54.30\|599061;2026-07-29\|49.50\|-11.45\|53.26\|53.92\|47.22\|491783;2026-07-30\|44.02\|-11.07\|47.02\|48.75\|44.00\|366611;2026-07-31\|45.59\|3.57\|48.35\|49.72\|45.50\|326791;2026-08-03\|43.25\|-5.13\|46.27\|46.60\|43.01\|205699;2026-08-04\|47.49\|9.80\|44.00\|48.20\|43.50\|268919;2026-08-05\|52.50\|10.55\|47.50\|53.21\|47.11\|300200;2026-08-06\|54.90\|4.57\|51.77\|55.62\|51.00\|265689;2026-08-07\|59.28\|7.98\|54.78\|59.48\|53.70\|301710;2026-08-10\|59.61\|0.56\|59.10\|60.87\|57.58\|222544;2026-08-11\|58.05\|-2.62\|59.49\|60.13\|57.36\|185473;2026-08-12\|60.20\|3.70\|59.13\|61.99\|57.92\|245383;2026-08-13\|59.11\|-1.81\|60.83\|62.18\|59.01\|190849;2026-08-14\|59.82\|1.20\|60.10\|60.45\|58.40\|148118;2026-08-17\|63.46\|6.08\|60.11\|63.99\|59.64\|193733;2026-08-18\|62.27\|-1.88\|63.01\|63.89\|61.15\|163768;2026-08-19\|57.96\|-6.92\|60.29\|61.36\|57.63\|189752;2026-08-20\|58.03\|0.12\|59.12\|60.00\|57.42\|122959;2026-08-21\|58.10\|0.12\|57.30\|59.58\|56.56\|92446;2026-08-24\|59.12\|1.76\|58.09\|59.66\|57.02\|149474;2026-08-25\|57.54\|-2.67\|57.60\|58.45\|55.10\|145299;2026-08-26\|58.92\|2.40\|57.65\|59.58\|56.10\|131365;2026-08-27\|60.89\|3.34\|59.50\|62.08\|58.96\|134492;2026-08-28\|59.28\|-2.64\|60.64\|61.36\|59.07\|108601;2026-08-31\|59.27\|-0.02\|57.42\|59.57\|57.01\|107769;2026-09-01\|56.81\|-4.15\|59.02\|59.26\|56.43\|109617;2026-09-02\|56.12\|-1.21\|56.00\|57.60\|55.03\|177827;2026-09-03\|56.49\|0.66\|56.59\|57.66\|55.41\|129614;2026-09-04\|53.68\|-4.97\|56.71\|57.45\|53.18\|124279;2026-09-07\|55.53\|3.45\|54.64\|56.36\|53.78\|106812;2026-09-08\|55.14\|-0.70\|55.53\|56.88\|54.03\|115943;2026-09-09\|54.45\|-1.25\|55.03\|56.70\|54.27\|104055;2026-09-10\|53.60\|-1.56\|54.06\|54.48\|53.26\|70174;2026-09-11\|52.04\|-2.91\|53.03\|53.25\|50.24\|80158;2026-09-14\|53.55\|2.90\|51.90\|54.08\|50.60\|88485
117179	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	半导体设备+一季报扭亏行业原因：美光科技6月24日发布超预期财报及强劲季度指引，强化扩产带来的上游设备需求逻辑。美光科技高管强调，AI催生的结构性需求将持续放大存储供需失衡，行业紧缺格局至少延续至2027年之后。公司原因： 1、据2025年年度报告，公司是国内半导体设备精密零部件领军企业，具备先进制程所需高精密、高洁净度金属零部件的研发与量产能力，产品覆盖刻蚀、薄膜沉积等关键工艺领域。 2、据2025年年度报告，公司聚焦先进制程，新增匀气盘、特殊涂层、加热盘、静电卡盘及阀门五大产品专项，其中匀气盘与特殊涂层已完成客户验证并实现规模化量产。 3、据2026年4月30日一季报，公司2026年第一季度实现营业收入10.43亿元，同比增长36.84%，归母净利润5794.49万元，同比实现扭亏为盈。	公司结构零部件（基板、冷却板等）多种产品应用于光刻机、涂胶显影设备，主要客户有上海微电子、芯源微	2026-05-11\|122.90\|1.10\|122.15\|124.66\|116.00\|116153;2026-05-12\|130.51\|6.19\|120.20\|133.00\|119.05\|110544;2026-05-13\|133.57\|2.34\|127.13\|135.00\|124.19\|85534;2026-05-14\|142.03\|6.33\|133.00\|148.00\|132.00\|109728;2026-05-15\|162.27\|14.25\|144.28\|168.00\|141.51\|125781;2026-05-18\|169.85\|4.67\|158.09\|176.80\|155.74\|121394;2026-05-19\|174.90\|2.97\|168.16\|181.88\|163.10\|104380;2026-05-20\|187.50\|7.20\|172.78\|188.28\|168.01\|107113;2026-05-21\|163.58\|-12.76\|181.90\|188.00\|163.58\|124504;2026-05-22\|167.07\|2.13\|165.00\|173.30\|160.01\|93051;2026-05-25\|173.44\|3.81\|165.00\|177.50\|160.00\|86585;2026-05-26\|164.00\|-5.44\|171.50\|175.00\|159.50\|87521;2026-05-27\|158.80\|-3.17\|165.00\|171.00\|158.13\|80914;2026-05-28\|163.37\|2.88\|158.21\|165.78\|155.55\|73096;2026-05-29\|150.51\|-7.87\|166.64\|166.95\|148.52\|81911;2026-06-01\|142.10\|-5.59\|150.99\|153.72\|142.02\|79930;2026-06-02\|140.00\|-1.48\|144.28\|145.01\|139.30\|88669;2026-06-03\|143.36\|2.40\|141.05\|149.50\|140.01\|97685;2026-06-04\|146.99\|2.53\|142.16\|150.34\|140.25\|76655;2026-06-05\|145.30\|-1.15\|143.86\|153.08\|140.32\|69507;2026-06-08\|137.16\|-5.60\|137.90\|145.50\|134.64\|74696;2026-06-09\|164.59\|20.00\|141.00\|164.59\|140.00\|152461;2026-06-10\|165.00\|0.25\|166.65\|174.36\|159.30\|143935;2026-06-11\|175.68\|6.47\|165.93\|178.57\|165.00\|133875;2026-06-12\|182.00\|3.60\|197.88\|197.88\|179.00\|170306;2026-06-15\|191.96\|5.47\|187.46\|195.36\|180.08\|102405;2026-06-16\|189.54\|-1.26\|191.98\|197.84\|186.98\|96335;2026-06-17\|200.80\|5.94\|185.00\|202.25\|185.00\|122998;2026-06-18\|203.30\|1.25\|201.00\|207.80\|196.78\|98179;2026-06-22\|204.00\|0.34\|201.27\|210.31\|195.10\|79479;2026-06-23\|204.98\|0.48\|200.33\|211.58\|198.01\|73926;2026-06-24\|221.32\|7.97\|204.00\|228.50\|198.36\|98226;2026-06-25\|229.00\|3.47\|225.75\|239.97\|215.00\|97694;2026-06-26\|274.80\|20.00\|220.92\|274.80\|219.50\|119508;2026-06-29\|298.00\|8.44\|275.00\|300.00\|262.86\|146188;2026-06-30\|306.25\|2.77\|290.36\|315.00\|283.00\|110971;2026-07-01\|295.34\|-3.56\|298.23\|333.33\|286.05\|132907;2026-07-02\|248.07\|-16.01\|285.00\|286.05\|242.00\|187283;2026-07-03\|244.84\|-1.30\|240.00\|252.54\|232.08\|130346;2026-07-06\|246.98\|0.87\|247.97\|256.00\|238.88\|93353;2026-07-07\|254.72\|3.13\|244.59\|262.33\|237.00\|77562;2026-07-08\|265.20\|4.11\|259.81\|278.60\|248.08\|102242;2026-07-09\|286.66\|8.09\|273.00\|286.66\|255.00\|106896;2026-07-10\|260.00\|-9.30\|281.00\|295.00\|258.00\|111078;2026-07-13\|253.63\|-2.45\|251.08\|268.58\|245.88\|98538;2026-07-14\|251.01\|-1.03\|249.66\|262.50\|239.00\|90564;2026-07-15\|231.15\|-7.91\|254.00\|257.94\|230.02\|104594;2026-07-16\|216.64\|-6.28\|225.00\|235.66\|215.00\|96539;2026-07-17\|193.99\|-10.46\|220.97\|221.23\|193.99\|94976;2026-07-20\|170.70\|-12.01\|207.46\|207.46\|163.00\|133318;2026-07-21\|204.10\|19.57\|175.96\|204.84\|151.00\|160475;2026-07-22\|192.23\|-5.82\|204.10\|206.11\|190.10\|130218;2026-07-23\|186.81\|-2.82\|196.04\|197.84\|184.20\|79377;2026-07-24\|187.00\|0.10\|189.26\|193.86\|177.15\|73209;2026-07-27\|199.00\|6.42\|188.00\|199.94\|177.76\|95183;2026-07-28\|180.97\|-9.06\|204.00\|206.00\|178.88\|120054;2026-07-29\|176.64\|-2.39\|182.00\|183.75\|160.15\|137054;2026-07-30\|164.00\|-7.16\|175.64\|177.10\|161.00\|95545;2026-07-31\|165.01\|0.62\|180.26\|182.26\|164.36\|115140;2026-08-03\|146.84\|-11.01\|156.00\|163.00\|146.04\|129528;2026-08-04\|154.66\|5.33\|149.04\|157.60\|144.00\|112095;2026-08-05\|173.64\|12.27\|156.98\|177.50\|154.46\|140605;2026-08-06\|183.80\|5.85\|167.61\|187.31\|166.00\|126748;2026-08-07\|195.51\|6.37\|182.29\|198.00\|182.29\|104624;2026-08-10\|210.00\|7.41\|196.00\|215.65\|194.02\|123091;2026-08-11\|206.88\|-1.49\|208.00\|216.63\|204.03\|84426;2026-08-12\|217.09\|4.94\|209.72\|222.66\|209.72\|84522;2026-08-13\|209.42\|-3.53\|221.43\|221.99\|208.10\|86823;2026-08-14\|209.55\|0.06\|215.01\|216.50\|206.12\|72980;2026-08-17\|224.18\|6.98\|208.76\|226.50\|206.00\|81185;2026-08-18\|230.04\|2.61\|223.00\|231.80\|219.00\|82348;2026-08-19\|211.00\|-8.28\|218.54\|229.00\|207.00\|98904;2026-08-20\|208.11\|-1.37\|213.93\|215.90\|206.12\|66414;2026-08-21\|209.00\|0.43\|209.86\|213.96\|206.21\|47837;2026-08-24\|207.25\|-0.84\|209.00\|217.55\|202.00\|71388;2026-08-25\|199.92\|-3.54\|205.00\|205.00\|192.00\|78188;2026-08-26\|206.40\|3.24\|203.00\|211.66\|197.00\|61786;2026-08-27\|215.00\|4.17\|207.30\|216.99\|203.80\|63038;2026-08-28\|206.55\|-3.93\|213.83\|220.00\|206.40\|64777;2026-08-31\|204.63\|-0.93\|201.00\|208.65\|194.01\|94923;2026-09-01\|192.00\|-6.17\|202.53\|204.89\|192.00\|73065;2026-09-02\|188.61\|-1.77\|190.49\|191.84\|184.50\|57082;2026-09-03\|186.75\|-0.99\|190.00\|191.00\|183.26\|52350;2026-09-04\|179.10\|-4.10\|189.88\|190.29\|177.20\|58784;2026-09-07\|184.77\|3.17\|182.48\|187.31\|180.24\|53209;2026-09-08\|180.47\|-2.33\|183.75\|187.18\|179.11\|39881;2026-09-09\|179.16\|-0.73\|182.99\|184.86\|179.00\|34714;2026-09-10\|177.00\|-1.21\|178.79\|180.91\|175.02\|29979;2026-09-11\|172.55\|-2.51\|175.51\|175.51\|165.29\|54887;2026-09-14\|174.87\|1.34\|170.44\|176.33\|168.60\|43493
117178	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	参股半导体检测公司+海力士+工业母机+机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2025年11月10日互动易，苏州芯测（主要从事半导体检测业务）为公司持股23.81%参股公司。据2024年3月26日互动易，为海力士等企业提供存储芯片检测产品的为公司持股23.81%的参股公司苏州芯测电子有限公司。 2、据2026年6月30日互动易，公司控股孙公司2025年度实现营业收入0.50亿元，FilmCut大张切割撕膜等设备取得订单突破，为精密激光加工设备业务拓展增添了新动能。面向非金属材料加工方向，公司将坚定推进精密激光加工设备业务的发展，持续提升艾欧斯行业解决方案的能力。 3、据2026年5月8日投资者关系活动记录表，公司能够提供行业领先的线性和水平多关节机器人本体，以及基于工业机器人集成应用的行业解决方案，服务于汽车、工程机械、军工、船舶、航空航天等高端领域。 4、据2025年年报及2026年5月8日投资者关系活动记录表，公司是国内金属成形机床骨干企业，2025年该业务收入同比增长19.74%，数控折弯机行业领先地位持续扩大；伺服压力机销量持续攀升。	1、参股公司威迈芯材正稳步推进光刻胶主材料产品的国产化进程，目前已经完成了国内客户订单的突破；威迈芯材全资子公司韩国WIMAS主要从事半导体高端光刻胶的核心主材料的研发、生产和销售； 2、公司产品包含线性和水平多关节机器人	2026-05-11\|11.06\|1.65\|11.01\|11.19\|10.93\|294288;2026-05-12\|11.45\|3.53\|11.05\|11.45\|10.79\|450598;2026-05-13\|11.92\|4.10\|11.34\|12.60\|10.88\|1185320;2026-05-14\|11.50\|-3.52\|11.95\|12.30\|11.48\|745839;2026-05-15\|11.34\|-1.39\|11.56\|11.66\|11.23\|530968;2026-05-18\|11.21\|-1.15\|11.40\|11.42\|11.11\|420484;2026-05-19\|11.30\|0.80\|11.06\|11.35\|11.01\|333786;2026-05-20\|11.10\|-1.77\|11.06\|11.44\|10.90\|406266;2026-05-21\|10.72\|-2.81\|11.15\|11.45\|10.68\|400779;2026-05-22\|11.00\|2.61\|10.89\|11.09\|10.67\|260267;2026-05-25\|10.91\|-0.82\|11.02\|11.10\|10.70\|254245;2026-05-26\|10.46\|-4.12\|10.90\|10.91\|10.27\|307379;2026-05-27\|10.16\|-2.87\|10.67\|11.18\|10.10\|377961;2026-05-28\|10.54\|3.74\|10.16\|10.68\|10.00\|326352;2026-05-29\|9.78\|-7.21\|10.58\|10.62\|9.70\|353286;2026-06-01\|9.61\|-1.74\|9.84\|9.91\|9.58\|249622;2026-06-02\|10.09\|4.99\|10.00\|10.52\|9.59\|669488;2026-06-03\|9.73\|-3.57\|9.89\|10.16\|9.66\|446447;2026-06-04\|9.70\|-0.31\|9.61\|10.00\|9.57\|294686;2026-06-05\|9.94\|2.47\|9.67\|10.19\|9.19\|418284;2026-06-08\|9.74\|-2.01\|9.67\|10.04\|9.55\|262222;2026-06-09\|10.00\|2.67\|9.83\|10.00\|9.77\|275732;2026-06-10\|9.77\|-2.30\|9.88\|9.93\|9.55\|280622;2026-06-11\|9.98\|2.15\|9.66\|10.16\|9.48\|419464;2026-06-12\|9.45\|-5.31\|10.18\|10.38\|9.37\|551612;2026-06-15\|10.06\|6.46\|9.71\|10.39\|9.59\|566499;2026-06-16\|10.31\|2.49\|9.99\|10.35\|9.95\|371640;2026-06-17\|10.55\|2.33\|10.22\|10.59\|10.15\|320966;2026-06-18\|10.85\|2.84\|10.49\|10.94\|10.35\|452024;2026-06-22\|10.58\|-2.49\|10.77\|10.83\|10.26\|424520;2026-06-23\|10.54\|-0.38\|10.50\|10.82\|10.43\|348222;2026-06-24\|10.88\|3.23\|10.46\|10.89\|10.40\|438325;2026-06-25\|11.19\|2.85\|10.89\|11.59\|10.76\|764623;2026-06-26\|12.31\|10.01\|11.07\|12.31\|11.03\|1103498;2026-06-29\|13.00\|5.61\|12.50\|13.54\|11.88\|1699795;2026-06-30\|12.71\|-2.23\|12.40\|12.88\|12.29\|1177322;2026-07-01\|13.98\|9.99\|13.98\|13.98\|13.98\|206742;2026-07-02\|15.38\|10.01\|15.20\|15.38\|14.66\|941393;2026-07-03\|14.24\|-7.41\|14.20\|15.05\|13.84\|1660753;2026-07-06\|13.25\|-6.95\|14.32\|14.47\|12.82\|1243507;2026-07-07\|13.15\|-0.75\|12.95\|13.79\|12.65\|859475;2026-07-08\|12.05\|-8.37\|12.94\|13.15\|11.90\|839085;2026-07-09\|11.96\|-0.75\|12.26\|12.38\|11.54\|681205;2026-07-10\|11.79\|-1.42\|12.50\|13.16\|11.78\|1080336;2026-07-13\|10.78\|-8.57\|11.64\|11.90\|10.68\|777055;2026-07-14\|10.59\|-1.76\|10.75\|10.89\|10.32\|557823;2026-07-15\|10.99\|3.78\|11.00\|11.50\|10.38\|751320;2026-07-16\|10.91\|-0.73\|10.88\|11.13\|10.64\|508916;2026-07-17\|9.82\|-9.99\|10.81\|10.99\|9.82\|521296;2026-07-20\|8.95\|-8.86\|9.84\|9.91\|8.84\|609970;2026-07-21\|9.35\|4.47\|9.06\|9.35\|8.32\|541970;2026-07-22\|8.95\|-4.28\|9.25\|9.37\|8.91\|401063;2026-07-23\|9.00\|0.56\|8.96\|9.14\|8.83\|281054;2026-07-24\|8.75\|-2.78\|8.83\|9.00\|8.69\|224464;2026-07-27\|9.20\|5.14\|8.83\|9.20\|8.68\|296880;2026-07-28\|9.01\|-2.07\|8.95\|9.34\|8.93\|290524;2026-07-29\|8.92\|-1.00\|9.03\|9.03\|8.64\|336936;2026-07-30\|8.51\|-4.60\|8.81\|8.94\|8.44\|310366;2026-07-31\|8.80\|3.41\|8.98\|9.09\|8.78\|348813;2026-08-03\|8.94\|1.59\|8.81\|8.95\|8.75\|216196;2026-08-04\|9.19\|2.80\|8.97\|9.22\|8.92\|279148;2026-08-05\|9.46\|2.94\|9.18\|9.52\|9.11\|336685;2026-08-06\|9.53\|0.74\|9.33\|9.65\|9.28\|312174;2026-08-07\|9.68\|1.57\|9.54\|9.74\|9.38\|293599;2026-08-10\|9.78\|1.03\|9.68\|9.85\|9.51\|266976;2026-08-11\|9.81\|0.31\|9.78\|10.08\|9.72\|354926;2026-08-12\|10.04\|2.34\|9.86\|10.09\|9.84\|314832;2026-08-13\|9.74\|-2.99\|10.11\|10.14\|9.73\|322672;2026-08-14\|10.00\|2.67\|9.88\|10.04\|9.74\|238192;2026-08-17\|10.17\|1.70\|10.14\|10.17\|9.91\|233332;2026-08-18\|10.08\|-0.89\|10.16\|10.19\|9.98\|200116;2026-08-19\|9.44\|-6.35\|9.89\|9.92\|9.39\|275550;2026-08-20\|9.45\|0.11\|9.55\|9.64\|9.40\|153469;2026-08-21\|9.46\|0.11\|9.43\|9.52\|9.19\|133182;2026-08-24\|9.22\|-2.54\|9.40\|9.45\|9.03\|153464;2026-08-25\|9.20\|-0.22\|9.04\|9.26\|8.82\|217817;2026-08-26\|9.02\|-1.96\|9.22\|9.26\|8.94\|165538;2026-08-27\|9.20\|2.00\|9.03\|9.24\|8.99\|163170;2026-08-28\|9.11\|-0.98\|9.17\|9.29\|9.09\|138874;2026-08-31\|9.25\|1.54\|9.00\|9.25\|8.96\|173726;2026-09-01\|9.13\|-1.30\|9.20\|9.22\|9.01\|186848;2026-09-02\|9.04\|-0.99\|9.04\|9.11\|8.93\|146313;2026-09-03\|9.04\|0.00\|9.07\|9.14\|8.96\|131463;2026-09-04\|8.87\|-1.88\|9.07\|9.16\|8.81\|219225;2026-09-07\|8.96\|1.01\|8.92\|9.01\|8.87\|133645;2026-09-08\|9.00\|0.45\|8.99\|9.05\|8.91\|136994;2026-09-09\|9.06\|0.67\|9.01\|9.23\|8.97\|204620;2026-09-10\|9.13\|0.77\|8.99\|9.31\|8.92\|326487;2026-09-11\|8.98\|-1.64\|9.00\|9.14\|8.76\|289082;2026-09-14\|9.01\|0.33\|8.90\|9.13\|8.82\|174784
117177	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	涨停揭秘：国内半导体光刻胶用酚醛树脂核心供应商，产品已批量应用于KrF光刻胶，直接受益海外大厂EUV设备采购潮；涨停缘由：SK海力士300亿美元扩产计划拉动EUV及配套光刻胶需求；公司酚醛树脂为光刻胶关键成膜树脂；国产替代加速验证；资金逻辑：资金沿半导体设备→材料→上游化学品传导，酚醛树脂作为细分隐形冠军获资金挖掘；风险提示：光刻胶树脂业务占比较小，当前业绩贡献有限，短期更多为题材驱动	公司已研发成功半导体光刻胶用酚醛树脂、特种半导体封装用酚醛树脂等一批特种有机合成功能新材料	2026-05-11\|16.26\|0.49\|16.18\|16.33\|16.06\|47839;2026-05-12\|16.07\|-1.17\|16.18\|16.23\|15.91\|37972;2026-05-13\|16.46\|2.43\|16.00\|16.68\|15.96\|64694;2026-05-14\|16.52\|0.36\|16.46\|16.78\|16.32\|66366;2026-05-15\|16.92\|2.42\|16.52\|17.12\|16.52\|92295;2026-05-18\|16.66\|-1.54\|16.71\|16.88\|16.32\|69112;2026-05-19\|16.75\|0.54\|16.61\|16.93\|16.43\|48270;2026-05-20\|16.73\|-0.12\|16.71\|16.82\|16.47\|43605;2026-05-21\|15.89\|-5.02\|16.75\|16.77\|15.84\|67221;2026-05-22\|16.55\|4.15\|15.90\|16.65\|15.87\|64008;2026-05-25\|16.36\|-1.15\|16.58\|16.65\|16.25\|43769;2026-05-26\|16.03\|-2.02\|16.30\|16.31\|15.86\|45617;2026-05-27\|15.80\|-1.43\|16.00\|16.18\|15.64\|45235;2026-05-28\|16.24\|2.78\|15.58\|16.35\|15.51\|49500;2026-05-29\|15.32\|-5.67\|16.21\|16.25\|15.26\|53012;2026-06-01\|15.53\|1.37\|15.29\|15.73\|15.27\|38046;2026-06-02\|15.14\|-2.51\|15.52\|15.68\|15.03\|33933;2026-06-03\|15.18\|0.26\|15.13\|15.46\|14.96\|37665;2026-06-04\|14.74\|-2.90\|14.91\|15.19\|14.59\|43003;2026-06-05\|14.94\|1.36\|14.62\|15.22\|14.30\|49869;2026-06-08\|14.34\|-4.02\|14.59\|15.10\|14.08\|40121;2026-06-09\|14.97\|4.39\|14.77\|15.36\|14.47\|83755;2026-06-10\|15.34\|2.47\|14.81\|15.55\|14.80\|73676;2026-06-11\|15.01\|-2.15\|15.10\|15.33\|14.74\|54413;2026-06-12\|15.09\|0.53\|15.28\|15.48\|14.85\|50802;2026-06-15\|15.45\|2.39\|15.02\|15.64\|15.01\|48465;2026-06-16\|15.52\|0.45\|15.40\|15.70\|15.22\|44173;2026-06-17\|15.24\|-1.80\|15.45\|15.59\|15.08\|46560;2026-06-18\|11.40\|-1.98\|11.46\|11.62\|11.20\|70267;2026-06-22\|12.18\|6.84\|11.51\|12.19\|11.37\|145759;2026-06-23\|12.00\|-1.48\|12.19\|12.60\|11.93\|112788;2026-06-24\|12.08\|0.67\|12.09\|12.53\|11.82\|105988;2026-06-25\|11.12\|-7.95\|11.90\|12.30\|11.06\|140235;2026-06-26\|12.23\|9.98\|11.01\|12.23\|10.82\|120305;2026-06-29\|13.45\|9.98\|12.66\|13.45\|12.60\|170503;2026-06-30\|14.80\|10.04\|14.45\|14.80\|14.14\|130055;2026-07-01\|14.40\|-2.70\|16.25\|16.28\|14.14\|725082;2026-07-02\|15.84\|10.00\|13.42\|15.84\|12.99\|539613;2026-07-03\|14.70\|-7.20\|15.01\|15.87\|14.68\|536956;2026-07-06\|15.85\|7.82\|14.67\|16.17\|14.67\|617584;2026-07-07\|14.87\|-6.18\|14.50\|15.80\|14.27\|477814;2026-07-08\|16.36\|10.02\|14.90\|16.36\|14.81\|490311;2026-07-09\|18.00\|10.02\|17.00\|18.00\|16.35\|670688;2026-07-10\|18.80\|4.44\|17.36\|19.80\|17.00\|829035;2026-07-13\|16.92\|-10.00\|16.94\|18.24\|16.92\|533759;2026-07-14\|15.23\|-9.99\|16.00\|16.30\|15.23\|468990;2026-07-15\|13.71\|-9.98\|15.02\|15.38\|13.71\|390032;2026-07-16\|12.34\|-9.99\|12.85\|13.08\|12.34\|407443;2026-07-17\|11.28\|-8.59\|12.24\|12.33\|11.22\|339356;2026-07-20\|10.24\|-9.22\|11.45\|11.60\|10.15\|317397;2026-07-21\|10.79\|5.37\|10.44\|10.86\|9.68\|357199;2026-07-22\|10.43\|-3.34\|10.41\|10.80\|10.37\|261997;2026-07-23\|10.55\|1.15\|10.48\|10.56\|10.26\|175667;2026-07-24\|10.80\|2.37\|10.45\|11.30\|10.21\|415297;2026-07-27\|11.16\|3.33\|11.50\|11.50\|10.63\|407003;2026-07-28\|12.28\|10.04\|11.00\|12.28\|10.99\|292051;2026-07-29\|11.51\|-6.27\|11.97\|12.05\|11.09\|479259;2026-07-30\|10.54\|-8.43\|11.25\|11.40\|10.52\|331548;2026-07-31\|10.61\|0.66\|10.96\|11.10\|10.60\|305592;2026-08-03\|10.37\|-2.26\|10.60\|10.72\|10.28\|224317;2026-08-04\|10.85\|4.63\|10.40\|10.89\|10.30\|255586;2026-08-05\|11.94\|10.05\|10.89\|11.94\|10.87\|341807;2026-08-06\|12.52\|4.86\|12.06\|12.62\|12.00\|544128;2026-08-07\|12.67\|1.20\|12.32\|12.70\|12.18\|418572;2026-08-10\|13.01\|2.68\|12.74\|13.08\|12.60\|300623;2026-08-11\|12.92\|-0.69\|12.90\|13.11\|12.76\|240750;2026-08-12\|13.31\|3.02\|13.00\|13.58\|12.99\|260156;2026-08-13\|12.98\|-2.48\|13.31\|13.40\|12.98\|224623;2026-08-14\|13.04\|0.46\|13.06\|13.27\|12.71\|170089;2026-08-17\|13.29\|1.92\|13.04\|13.31\|12.78\|138851;2026-08-18\|13.43\|1.05\|13.18\|13.63\|13.11\|169136;2026-08-19\|12.65\|-5.81\|13.09\|13.37\|12.64\|167645;2026-08-20\|12.50\|-1.19\|12.82\|12.93\|12.35\|134485;2026-08-21\|12.52\|0.16\|12.31\|12.63\|12.13\|110792;2026-08-24\|12.46\|-0.48\|12.48\|12.54\|12.21\|97909;2026-08-25\|12.26\|-1.61\|12.23\|12.31\|11.85\|99404;2026-08-26\|12.07\|-1.55\|12.43\|12.45\|11.88\|97103;2026-08-27\|12.25\|1.49\|11.99\|12.35\|11.96\|94819;2026-08-28\|12.30\|0.41\|12.24\|12.48\|12.12\|87949;2026-08-31\|12.16\|-1.14\|12.13\|12.29\|12.03\|90036;2026-09-01\|12.05\|-0.90\|12.25\|12.29\|11.91\|99508;2026-09-02\|11.80\|-2.07\|11.90\|11.96\|11.69\|77166;2026-09-03\|11.59\|-1.78\|11.98\|11.99\|11.50\|83363;2026-09-04\|11.35\|-2.07\|11.70\|11.86\|11.26\|75271;2026-09-07\|11.48\|1.15\|11.38\|11.60\|11.31\|75294;2026-09-08\|11.49\|0.09\|11.42\|11.58\|11.35\|69700;2026-09-09\|11.68\|1.65\|11.47\|12.15\|11.47\|164676;2026-09-10\|11.30\|-3.25\|11.51\|11.56\|11.28\|111580;2026-09-11\|11.12\|-1.59\|11.11\|11.30\|10.84\|91569;2026-09-14\|11.35\|2.07\|10.98\|11.38\|10.96\|64605
117176	SK海力士计划募资近300亿美元，用于晶圆厂建设和EUV光刻机采购	光刻胶树脂+H股上市行业原因：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18日年报，公司是国内半导体光刻胶龙头企业，产品涵盖ArF、KrF、I线、G线光刻胶，是国内8-12英寸集成电路产线核心本土材料供应商，主要国内客户包括中芯国际、华虹集团、长江存储等。 2、据2026年6月18日互动易，公司已实现光刻胶专用核心树脂自主化生产，并推进ArF及KrF光刻胶等高端产品的开发和客户认证。 3、据2026年6月12日异常波动公告，公司正积极推进发行H股并在香港联交所主板挂牌上市事宜。	此前多家晶圆厂加速验证导入公司子公司北京科华的KrF光刻胶	2026-05-11\|57.35\|3.18\|56.02\|57.87\|55.20\|215946;2026-05-12\|56.86\|-0.85\|57.36\|57.38\|55.70\|153692;2026-05-13\|58.54\|2.95\|56.00\|58.68\|55.50\|227198;2026-05-14\|56.62\|-3.28\|58.99\|59.10\|56.60\|171956;2026-05-15\|57.58\|1.70\|56.66\|59.50\|56.50\|236213;2026-05-18\|60.02\|4.24\|57.92\|60.97\|57.20\|282641;2026-05-19\|60.46\|0.73\|58.91\|60.46\|58.45\|214629;2026-05-20\|62.88\|4.00\|59.94\|63.30\|59.90\|278486;2026-05-21\|57.56\|-8.46\|64.17\|64.40\|56.68\|356173;2026-05-22\|58.84\|2.22\|57.02\|59.59\|57.02\|207173;2026-05-25\|61.88\|5.17\|59.40\|63.55\|57.99\|282782;2026-05-26\|59.60\|-3.68\|61.80\|61.80\|58.41\|202147;2026-05-27\|55.88\|-6.24\|59.50\|59.67\|55.30\|205317;2026-05-28\|57.23\|2.42\|55.49\|57.64\|54.00\|162546;2026-05-29\|52.68\|-7.95\|56.56\|56.87\|52.31\|183569;2026-06-01\|50.89\|-2.47\|52.01\|52.92\|50.78\|99242;2026-06-02\|52.32\|2.81\|51.31\|53.03\|49.85\|124849;2026-06-03\|52.60\|0.54\|52.00\|53.71\|51.60\|113037;2026-06-04\|53.65\|2.00\|52.01\|53.89\|51.70\|114024;2026-06-05\|54.82\|2.18\|53.00\|56.75\|51.26\|218532;2026-06-08\|51.96\|-5.22\|51.72\|53.58\|51.71\|138304;2026-06-09\|56.06\|7.89\|52.80\|56.33\|52.00\|204144;2026-06-10\|59.77\|6.62\|55.51\|60.97\|55.42\|358794;2026-06-11\|64.30\|7.58\|59.38\|65.75\|59.00\|551011;2026-06-12\|59.43\|-7.57\|65.59\|66.80\|59.08\|525502;2026-06-15\|62.06\|4.43\|61.50\|62.68\|59.61\|305505;2026-06-16\|63.99\|3.11\|62.04\|64.58\|62.01\|245351;2026-06-17\|67.82\|5.99\|62.00\|68.47\|62.00\|313585;2026-06-18\|65.98\|-2.71\|66.80\|67.00\|65.15\|291773;2026-06-22\|69.16\|4.82\|66.90\|69.85\|66.39\|333249;2026-06-23\|70.20\|1.50\|73.86\|73.97\|68.98\|386555;2026-06-24\|77.22\|10.00\|69.92\|77.22\|69.30\|369417;2026-06-25\|78.03\|1.05\|80.00\|81.51\|75.68\|462539;2026-06-26\|85.83\|10.00\|77.50\|85.83\|76.50\|358826;2026-06-29\|94.41\|10.00\|90.00\|94.41\|89.90\|611337;2026-06-30\|97.98\|3.78\|93.99\|98.44\|88.15\|536691;2026-07-01\|92.49\|-5.60\|96.12\|102.28\|91.08\|481794;2026-07-02\|97.71\|5.64\|87.45\|100.68\|83.24\|579844;2026-07-03\|89.08\|-8.83\|94.82\|97.00\|88.01\|419951;2026-07-06\|83.69\|-6.05\|90.44\|92.30\|82.70\|358295;2026-07-07\|84.87\|1.41\|82.98\|86.90\|80.80\|270447;2026-07-08\|83.07\|-2.12\|84.86\|86.20\|79.85\|220355;2026-07-09\|89.56\|7.81\|84.70\|89.95\|83.00\|328143;2026-07-10\|82.75\|-7.60\|90.92\|92.85\|82.56\|400440;2026-07-13\|79.62\|-3.78\|81.54\|83.99\|79.29\|258299;2026-07-14\|78.89\|-0.92\|78.62\|79.95\|74.79\|249002;2026-07-15\|74.45\|-5.63\|80.60\|80.95\|73.81\|190218;2026-07-16\|69.98\|-6.00\|71.51\|74.58\|69.55\|211322;2026-07-17\|67.50\|-3.54\|69.26\|71.80\|67.50\|241624;2026-07-20\|60.75\|-10.00\|68.85\|69.42\|60.75\|264307;2026-07-21\|66.50\|9.46\|61.00\|66.50\|56.13\|311157;2026-07-22\|66.17\|-0.50\|65.00\|68.79\|64.75\|255441;2026-07-23\|64.11\|-3.11\|66.40\|66.80\|63.28\|156748;2026-07-24\|63.44\|-1.05\|62.88\|65.20\|62.35\|151767;2026-07-27\|65.26\|2.87\|63.11\|65.65\|61.12\|170819;2026-07-28\|64.72\|-0.83\|67.25\|68.87\|63.70\|381474;2026-07-29\|59.08\|-8.71\|63.92\|64.18\|58.25\|327424;2026-07-30\|53.73\|-9.06\|57.86\|58.86\|53.44\|258958;2026-07-31\|54.19\|0.86\|56.97\|58.20\|54.13\|233785;2026-08-03\|50.77\|-6.31\|53.50\|54.34\|50.71\|200846;2026-08-04\|53.80\|5.97\|51.33\|54.32\|50.81\|171030;2026-08-05\|58.13\|8.05\|54.24\|58.86\|54.00\|208902;2026-08-06\|62.16\|6.93\|57.55\|62.89\|57.00\|281466;2026-08-07\|64.52\|3.80\|62.35\|64.90\|61.00\|301436;2026-08-10\|65.58\|1.64\|65.40\|65.58\|62.65\|248012;2026-08-11\|64.68\|-1.37\|64.79\|66.38\|64.30\|170007;2026-08-12\|64.63\|-0.08\|65.20\|65.95\|64.15\|158935;2026-08-13\|63.21\|-2.20\|65.40\|65.91\|63.19\|177519;2026-08-14\|64.51\|2.06\|63.56\|65.28\|63.45\|131312;2026-08-17\|67.80\|5.10\|64.88\|67.80\|64.58\|195608;2026-08-18\|70.57\|4.09\|68.25\|71.20\|67.25\|318954;2026-08-19\|68.00\|-3.64\|67.00\|72.96\|67.00\|305829;2026-08-20\|65.36\|-3.88\|68.98\|69.66\|64.53\|238433;2026-08-21\|64.47\|-1.36\|65.47\|66.65\|63.92\|144407;2026-08-24\|63.95\|-0.81\|64.62\|65.10\|62.30\|165852;2026-08-25\|62.13\|-2.85\|62.31\|63.18\|59.84\|154760;2026-08-26\|61.99\|-0.23\|62.78\|62.87\|60.69\|113483;2026-08-27\|63.98\|3.21\|62.16\|64.46\|61.51\|146066;2026-08-28\|62.36\|-2.53\|63.50\|65.10\|62.13\|133090;2026-08-31\|63.00\|1.03\|61.03\|63.28\|61.02\|112505;2026-09-01\|60.71\|-3.63\|63.02\|63.16\|60.50\|102168;2026-09-02\|59.86\|-1.40\|60.44\|60.96\|59.47\|74224;2026-09-03\|59.22\|-1.07\|60.29\|60.44\|58.50\|72860;2026-09-04\|57.16\|-3.48\|59.70\|60.28\|56.72\|102486;2026-09-07\|58.81\|2.89\|57.60\|59.16\|56.94\|118992;2026-09-08\|59.29\|0.82\|58.50\|61.00\|58.21\|121673;2026-09-09\|65.22\|10.00\|59.60\|65.22\|59.60\|334952;2026-09-10\|64.51\|-1.09\|65.22\|65.76\|63.52\|251469;2026-09-11\|63.25\|-1.95\|63.22\|64.43\|61.86\|193001;2026-09-14\|66.80\|5.61\|62.04\|66.96\|61.40\|280720
117175	台媒报道称行业释放出新一轮涨价信号	半导体硅片+供货晶圆厂+12英寸扩产行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年4月4日年报，公司12英寸外延片产能已扩至48万片/年，郑州二期2026年底将再增6万片/月，届时总产能达10万片/月，订单饱满。 2、据2026年4月4日年报，公司具备从晶体成长到外延生长的一体化制造能力，向台积电、华虹宏力等全球前十大晶圆代工厂中的7家供货，12英寸产品毛利率处于行业前列。 3、据2025年12月26日投资者关系记录，公司12英寸CIS外延片已锁定国内目标客户并完成送样，应用于5000万像素手机及车规级CIS，已实现小批量生产。	公司主要产品为半导体硅外延片，主要用于制备功率器件和模拟芯片等	2026-05-11\|27.84\|6.67\|26.00\|28.18\|25.62\|324993;2026-05-12\|27.72\|-0.43\|28.10\|29.27\|26.77\|210199;2026-05-13\|27.26\|-1.66\|26.82\|27.60\|26.67\|182047;2026-05-14\|26.26\|-3.67\|27.04\|27.20\|26.20\|161438;2026-05-15\|25.75\|-1.94\|26.30\|26.93\|25.40\|142872;2026-05-18\|25.19\|-2.17\|25.75\|26.66\|24.90\|200101;2026-05-19\|26.80\|6.39\|25.00\|26.94\|23.88\|256122;2026-05-20\|32.16\|20.00\|27.16\|32.16\|26.94\|399100;2026-05-21\|26.90\|-16.36\|30.87\|31.18\|26.81\|532147;2026-05-22\|26.65\|-0.93\|27.10\|27.17\|26.18\|307152;2026-05-25\|27.73\|4.05\|26.40\|28.19\|25.60\|317755;2026-05-26\|26.40\|-4.80\|27.33\|27.38\|25.76\|215236;2026-05-27\|26.84\|1.67\|26.43\|27.65\|25.86\|243117;2026-05-28\|28.38\|5.74\|26.10\|29.21\|25.87\|340981;2026-05-29\|25.90\|-8.74\|28.50\|28.90\|25.58\|266137;2026-06-01\|25.45\|-1.74\|26.29\|26.78\|24.80\|172599;2026-06-02\|24.40\|-4.13\|25.99\|25.99\|24.31\|162644;2026-06-03\|25.10\|2.87\|24.45\|26.09\|24.20\|186253;2026-06-04\|26.55\|5.78\|24.50\|27.37\|24.20\|208803;2026-06-05\|25.63\|-3.47\|26.07\|26.96\|24.83\|165725;2026-06-08\|24.70\|-3.63\|23.90\|26.27\|23.90\|146448;2026-06-09\|29.12\|17.89\|25.05\|29.30\|25.05\|311806;2026-06-10\|28.94\|-0.62\|28.00\|30.19\|27.97\|316650;2026-06-11\|28.68\|-0.90\|28.79\|29.50\|28.30\|210422;2026-06-12\|27.27\|-4.92\|29.87\|30.50\|26.82\|286961;2026-06-15\|28.96\|6.20\|27.82\|29.33\|26.32\|233844;2026-06-16\|29.57\|2.11\|28.79\|29.80\|28.51\|244995;2026-06-17\|30.42\|2.87\|28.67\|30.48\|28.60\|288944;2026-06-18\|29.87\|-1.81\|30.00\|30.93\|29.71\|254277;2026-06-22\|29.93\|0.20\|30.19\|30.47\|29.12\|231215;2026-06-23\|29.85\|-0.27\|29.30\|30.45\|28.40\|191959;2026-06-24\|29.88\|0.10\|29.41\|30.36\|28.50\|208506;2026-06-25\|29.21\|-2.24\|29.85\|30.39\|28.88\|223783;2026-06-26\|33.88\|15.99\|29.50\|34.80\|29.50\|421875;2026-06-29\|35.80\|5.67\|35.33\|36.32\|33.41\|436868;2026-06-30\|35.95\|0.42\|35.45\|37.00\|34.60\|329659;2026-07-01\|38.10\|5.98\|35.30\|40.28\|35.21\|369886;2026-07-02\|35.48\|-6.88\|36.33\|38.83\|34.38\|304480;2026-07-03\|31.95\|-9.95\|35.46\|35.65\|31.81\|314783;2026-07-06\|30.97\|-3.07\|32.59\|33.20\|29.62\|205667;2026-07-07\|35.71\|15.31\|30.50\|35.81\|30.38\|333683;2026-07-08\|33.56\|-6.02\|35.00\|37.51\|32.89\|246634;2026-07-09\|40.27\|19.99\|33.55\|40.27\|33.55\|283656;2026-07-10\|43.38\|7.72\|44.00\|48.32\|43.18\|551802;2026-07-13\|46.25\|6.62\|43.30\|49.86\|43.30\|421159;2026-07-14\|42.40\|-8.32\|43.94\|45.98\|38.99\|400328;2026-07-15\|39.38\|-7.12\|43.25\|44.44\|38.38\|265566;2026-07-16\|36.15\|-8.20\|38.59\|39.34\|35.67\|249936;2026-07-17\|32.34\|-10.54\|35.73\|37.70\|32.00\|299329;2026-07-20\|30.61\|-5.35\|33.62\|35.21\|29.36\|306781;2026-07-21\|33.04\|7.94\|31.00\|33.25\|26.70\|367994;2026-07-22\|30.83\|-6.69\|32.11\|33.77\|30.61\|288530;2026-07-23\|29.03\|-5.84\|30.90\|31.19\|28.56\|183684;2026-07-24\|29.09\|0.21\|28.32\|31.90\|28.00\|243385;2026-07-27\|29.71\|2.13\|28.26\|30.20\|27.22\|197090;2026-07-28\|27.64\|-6.97\|28.60\|30.27\|27.32\|185510;2026-07-29\|25.85\|-6.48\|27.40\|27.64\|24.62\|238612;2026-07-30\|23.42\|-9.40\|25.85\|25.94\|23.30\|197847;2026-07-31\|23.80\|1.62\|25.59\|25.98\|23.79\|202284;2026-08-03\|23.86\|0.25\|23.51\|24.68\|23.33\|216941;2026-08-04\|25.39\|6.41\|23.95\|25.53\|23.60\|202663;2026-08-05\|27.04\|6.50\|25.53\|27.75\|25.26\|230115;2026-08-06\|28.74\|6.29\|26.63\|29.06\|26.26\|252267;2026-08-07\|28.98\|0.84\|28.16\|29.24\|27.80\|234834;2026-08-10\|29.13\|0.52\|29.00\|29.39\|28.37\|190231;2026-08-11\|28.77\|-1.24\|29.08\|29.42\|28.11\|142565;2026-08-12\|29.25\|1.67\|28.76\|29.47\|28.63\|103809;2026-08-13\|28.27\|-3.02\|29.40\|29.76\|28.05\|122856;2026-08-14\|28.53\|0.92\|28.90\|28.90\|27.81\|99073;2026-08-17\|30.56\|7.12\|28.49\|30.59\|28.25\|157117;2026-08-18\|31.59\|3.37\|30.00\|33.21\|30.00\|285302;2026-08-19\|29.85\|-5.51\|30.80\|31.97\|29.62\|208689;2026-08-20\|29.63\|-0.74\|30.26\|30.63\|28.52\|156232;2026-08-21\|29.11\|-1.75\|29.70\|30.22\|28.89\|112958;2026-08-24\|29.79\|2.34\|29.60\|29.88\|28.08\|142192;2026-08-25\|28.94\|-2.85\|29.38\|29.38\|27.35\|138097;2026-08-26\|28.54\|-1.38\|28.81\|29.00\|27.88\|102235;2026-08-27\|29.83\|4.52\|28.80\|29.95\|28.15\|119432;2026-08-28\|28.85\|-3.29\|29.80\|29.97\|28.80\|103568;2026-08-31\|28.00\|-2.95\|27.48\|28.23\|26.34\|168473;2026-09-01\|27.14\|-3.07\|27.76\|28.10\|26.88\|98420;2026-09-02\|26.56\|-2.14\|26.75\|26.82\|25.93\|105737;2026-09-03\|26.35\|-0.79\|26.94\|27.03\|25.94\|57523;2026-09-04\|25.07\|-4.86\|26.62\|26.75\|24.85\|92095;2026-09-07\|25.81\|2.95\|25.72\|25.97\|24.96\|75652;2026-09-08\|25.45\|-1.39\|25.82\|26.19\|25.36\|62360;2026-09-09\|25.28\|-0.67\|25.69\|26.06\|25.14\|49568;2026-09-10\|24.92\|-1.42\|25.06\|25.37\|24.72\|41241;2026-09-11\|24.19\|-2.93\|23.90\|24.49\|23.43\|76177;2026-09-14\|24.65\|1.90\|23.94\|24.97\|23.50\|62281
117174	台媒报道称行业释放出新一轮涨价信号	半导体材料+高纯四氯化硅+光纤概念+锂电池行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年5月22日互动易，公司电子级HMDS是光刻工艺中硅衬底晶圆增粘、疏水处理的必需化学试剂，已实现稳定规模出货，广泛应用于半导体及平板显示领域。公司电子级六甲基二硅氮烷产品已向国内外多家半导体及面板显示领域头部客户稳定供应，并在部分应用端成功实现进口替代。 2、据2026年6月8日互动易，公司高纯四氯化硅、硅酸乙酯产品是光纤预制棒生产的主要原料，公司将持续深耕电子级化学品领域，积极拓展包括光纤在内的各类应用场景。 3、据2025年8月11日互动易，公司与锂电池电解液头部企业保持长期稳定合作，相关产品在提高锂电池技术指标方面发挥关键作用。	公司专业从事有机硅精细化学品的研产销，配套用于平板显示、电子、半导体、芯片等相关领域的电子级六甲基二硅氮烷产品，已向国内多家半导体客户提供产品服务，并在部分主要应用端实现进口产品的替代	2026-05-11\|18.62\|0.38\|18.70\|18.85\|18.52\|56447;2026-05-12\|18.26\|-1.93\|18.63\|18.64\|18.03\|82949;2026-05-13\|18.80\|2.96\|18.10\|19.13\|18.00\|75854;2026-05-14\|19.09\|1.54\|18.81\|19.34\|18.67\|87402;2026-05-15\|19.51\|2.20\|19.08\|19.88\|19.06\|101171;2026-05-18\|19.67\|0.82\|19.52\|19.88\|19.11\|77358;2026-05-19\|20.16\|2.49\|19.50\|20.28\|19.47\|74365;2026-05-20\|20.35\|0.94\|20.00\|20.37\|19.82\|67045;2026-05-21\|19.70\|-3.19\|20.15\|21.07\|19.50\|131794;2026-05-22\|19.81\|0.56\|19.70\|20.20\|19.20\|114655;2026-05-25\|20.08\|1.36\|19.84\|20.39\|19.65\|82141;2026-05-26\|19.57\|-2.54\|19.88\|19.88\|19.32\|70973;2026-05-27\|18.89\|-3.47\|19.55\|19.76\|18.80\|78362;2026-05-28\|19.26\|1.96\|18.81\|19.37\|18.55\|48462;2026-05-29\|17.85\|-7.32\|19.14\|19.50\|17.79\|74233;2026-06-01\|18.20\|1.96\|17.80\|18.70\|17.43\|67800;2026-06-02\|18.40\|1.10\|18.19\|18.55\|17.68\|47382;2026-06-03\|19.48\|5.87\|18.40\|20.22\|18.39\|112414;2026-06-04\|19.70\|1.13\|19.10\|19.93\|19.10\|94300;2026-06-05\|19.84\|0.71\|19.55\|20.23\|19.27\|76959;2026-06-08\|19.62\|-1.11\|19.39\|20.34\|19.08\|81334;2026-06-09\|20.76\|5.81\|19.63\|20.86\|19.63\|117980;2026-06-10\|22.84\|10.02\|20.61\|22.84\|20.50\|112183;2026-06-11\|25.12\|9.98\|23.50\|25.12\|23.45\|378590;2026-06-12\|22.61\|-9.99\|23.80\|24.88\|22.61\|311251;2026-06-15\|22.33\|-1.24\|21.60\|22.60\|21.50\|249359;2026-06-16\|23.22\|3.99\|22.19\|23.50\|21.81\|248721;2026-06-17\|24.86\|7.06\|22.73\|24.92\|22.51\|273890;2026-06-18\|23.06\|-7.24\|24.00\|24.01\|22.37\|215853;2026-06-22\|21.84\|-5.29\|22.88\|22.88\|21.28\|223594;2026-06-23\|21.05\|-3.62\|21.88\|22.10\|20.84\|143376;2026-06-24\|22.80\|8.31\|20.73\|23.16\|20.41\|238493;2026-06-25\|23.04\|1.05\|22.52\|23.35\|22.52\|180654;2026-06-26\|25.34\|9.98\|23.02\|25.34\|22.66\|209512;2026-06-29\|27.87\|9.98\|26.00\|27.87\|25.30\|332146;2026-06-30\|28.58\|2.55\|26.60\|30.60\|26.31\|354314;2026-07-01\|30.23\|5.77\|27.85\|30.99\|27.76\|298860;2026-07-02\|28.76\|-4.86\|28.63\|30.97\|27.21\|274167;2026-07-03\|26.88\|-6.54\|28.48\|29.00\|26.78\|224905;2026-07-06\|29.57\|10.01\|27.48\|29.57\|27.09\|124721;2026-07-07\|27.20\|-8.01\|30.00\|30.06\|26.91\|258812;2026-07-08\|25.69\|-5.55\|27.19\|27.30\|25.52\|173422;2026-07-09\|25.71\|0.08\|25.66\|26.47\|24.78\|160467;2026-07-10\|28.28\|10.00\|26.80\|28.28\|26.47\|106748;2026-07-13\|25.45\|-10.01\|26.68\|27.09\|25.45\|182972;2026-07-14\|24.50\|-3.73\|24.48\|24.89\|23.36\|163747;2026-07-15\|24.76\|1.06\|24.91\|25.16\|23.20\|134728;2026-07-16\|15.56\|-7.55\|16.24\|17.14\|15.41\|191775;2026-07-17\|14.23\|-8.55\|15.34\|16.35\|14.05\|188184;2026-07-20\|12.81\|-9.98\|14.51\|14.80\|12.81\|201782;2026-07-21\|13.60\|6.17\|12.81\|13.60\|11.53\|222514;2026-07-22\|12.96\|-4.71\|13.26\|13.93\|12.88\|154066;2026-07-23\|12.90\|-0.46\|13.09\|13.32\|12.71\|100677;2026-07-24\|12.85\|-0.39\|12.76\|13.26\|12.64\|95637;2026-07-27\|13.69\|6.54\|12.80\|13.69\|12.61\|146073;2026-07-28\|12.84\|-6.21\|13.44\|14.03\|12.69\|146599;2026-07-29\|12.63\|-1.64\|12.81\|12.96\|12.20\|145360;2026-07-30\|11.79\|-6.65\|12.49\|12.62\|11.73\|136474;2026-07-31\|12.15\|3.05\|12.22\|12.68\|12.12\|140637;2026-08-03\|12.05\|-0.82\|12.16\|12.22\|11.93\|80771;2026-08-04\|12.63\|4.81\|12.25\|12.70\|12.16\|109321;2026-08-05\|13.17\|4.28\|12.60\|13.27\|12.55\|117121;2026-08-06\|13.60\|3.27\|13.12\|13.71\|13.00\|117078;2026-08-07\|14.08\|3.53\|13.68\|14.14\|13.37\|129843;2026-08-10\|14.10\|0.14\|14.10\|14.24\|13.84\|104141;2026-08-11\|13.87\|-1.63\|14.08\|14.12\|13.77\|89069;2026-08-12\|14.06\|1.37\|13.89\|14.23\|13.83\|85285;2026-08-13\|13.67\|-2.77\|14.16\|14.35\|13.67\|85028;2026-08-14\|14.02\|2.56\|13.62\|14.02\|13.62\|73883;2026-08-17\|14.48\|3.28\|14.10\|14.50\|13.93\|113786;2026-08-18\|14.66\|1.24\|14.41\|14.77\|14.36\|106863;2026-08-19\|13.82\|-5.73\|14.45\|14.53\|13.71\|96817;2026-08-20\|13.59\|-1.66\|13.94\|14.00\|13.53\|68755;2026-08-21\|13.75\|1.18\|13.59\|13.76\|13.28\|56572;2026-08-24\|13.82\|0.51\|13.68\|14.09\|13.48\|88496;2026-08-25\|13.40\|-3.04\|13.59\|13.68\|13.06\|88643;2026-08-26\|13.26\|-1.04\|13.36\|13.43\|13.12\|57616;2026-08-27\|13.83\|4.30\|13.26\|13.89\|13.25\|84105;2026-08-28\|14.13\|2.17\|13.71\|14.40\|13.69\|92923;2026-08-31\|14.05\|-0.57\|13.95\|14.05\|13.67\|70222;2026-09-01\|13.80\|-1.78\|14.04\|14.04\|13.64\|62146;2026-09-02\|13.89\|0.65\|13.67\|14.07\|13.51\|85257;2026-09-03\|14.04\|1.08\|13.89\|14.27\|13.54\|106182;2026-09-04\|13.47\|-4.06\|14.00\|14.19\|13.34\|128367;2026-09-07\|13.59\|0.89\|13.50\|13.68\|13.40\|66526;2026-09-08\|13.91\|2.35\|13.63\|13.96\|13.61\|76583;2026-09-09\|13.70\|-1.51\|13.83\|14.22\|13.65\|59226;2026-09-10\|13.42\|-2.04\|13.63\|13.71\|13.40\|53681;2026-09-11\|13.20\|-1.64\|13.35\|13.35\|12.85\|64524;2026-09-14\|13.40\|1.52\|13.02\|13.50\|12.90\|46609
117173	台媒报道称行业释放出新一轮涨价信号	半导体硅片+硅片涨价预期+拟收购晶隆半导体行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据2026年6月10日公告，公司拟通过公开摘牌方式参与收购安徽晶隆半导体科技有限公司60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案；据2026年6月26日公告，该收购议案已获股东大会通过。 2、据2026年6月1日机构调研，公司目前订单饱满，产能稼动率持续保持高位，当前市场对半导体硅片价格上涨的预期较强，公司将在订单商洽中积极争取更有利的价格空间。 3、据2026年3月27日年报及2026年6月1日机构调研，公司深耕8英寸抛光及外延硅片，下游功率半导体订单饱满，8英寸硅片产销量创历史新高；预计2026年第二季度末8英寸硅片产能将达到30万片/月。	国内半导体材料龙头企业，主要产品包括半导体硅抛光片、刻蚀设备用硅材料、半导体区熔硅单晶等，主要用于分立器件、功率器件、集成电路、刻蚀设备用硅部件等的制造	2026-05-11\|19.05\|6.66\|18.31\|19.91\|18.31\|480139;2026-05-12\|18.67\|-1.99\|18.71\|19.27\|18.40\|284260;2026-05-13\|19.16\|2.62\|18.33\|19.35\|18.23\|295864;2026-05-14\|19.18\|0.10\|19.30\|19.65\|18.76\|271808;2026-05-15\|18.81\|-1.93\|19.35\|19.95\|18.50\|335376;2026-05-18\|19.74\|4.94\|18.61\|20.63\|18.36\|398054;2026-05-19\|21.36\|8.21\|19.31\|21.72\|18.80\|479189;2026-05-20\|21.07\|-1.36\|20.59\|21.35\|20.41\|423107;2026-05-21\|19.17\|-9.02\|21.00\|21.60\|19.15\|464131;2026-05-22\|19.50\|1.72\|19.45\|19.78\|18.80\|334562;2026-05-25\|19.88\|1.95\|19.80\|20.39\|19.18\|316418;2026-05-26\|19.21\|-3.37\|19.71\|19.71\|18.75\|272936;2026-05-27\|19.49\|1.46\|19.66\|20.17\|18.81\|303272;2026-05-28\|20.60\|5.70\|19.20\|20.88\|18.89\|411267;2026-05-29\|19.09\|-7.33\|20.50\|20.56\|18.89\|347650;2026-06-01\|17.94\|-6.02\|19.09\|19.09\|17.87\|242590;2026-06-02\|18.05\|0.61\|18.02\|18.58\|17.55\|228513;2026-06-03\|19.10\|5.82\|18.00\|20.23\|17.83\|323343;2026-06-04\|20.52\|7.43\|18.69\|20.85\|18.40\|375610;2026-06-05\|19.89\|-3.07\|20.20\|20.78\|19.50\|254446;2026-06-08\|19.67\|-1.11\|18.60\|20.70\|18.60\|306441;2026-06-09\|22.70\|15.40\|20.16\|23.17\|19.40\|573468;2026-06-10\|23.87\|5.15\|22.48\|24.94\|22.37\|671907;2026-06-11\|23.18\|-2.89\|22.80\|24.45\|22.58\|537678;2026-06-12\|21.00\|-9.40\|24.00\|24.10\|20.34\|666267;2026-06-15\|25.12\|19.62\|20.61\|25.20\|19.67\|795713;2026-06-16\|25.59\|1.87\|24.70\|26.18\|24.35\|686383;2026-06-17\|26.26\|2.62\|24.93\|27.16\|24.63\|689965;2026-06-18\|25.44\|-3.12\|25.90\|26.99\|25.30\|549207;2026-06-22\|25.34\|-0.39\|25.80\|25.80\|24.36\|483016;2026-06-23\|24.26\|-4.26\|24.70\|25.15\|23.50\|392124;2026-06-24\|24.03\|-0.74\|24.03\|24.45\|23.27\|350001;2026-06-25\|25.75\|7.16\|24.48\|25.88\|23.77\|507326;2026-06-26\|30.90\|20.00\|25.02\|30.90\|24.77\|739508;2026-06-29\|37.08\|20.00\|32.50\|37.08\|31.53\|944736;2026-06-30\|39.97\|7.79\|38.50\|41.21\|37.00\|961205;2026-07-01\|45.80\|14.59\|39.00\|46.30\|38.52\|845185;2026-07-02\|45.91\|0.24\|41.33\|48.79\|37.50\|857264;2026-07-03\|42.19\|-8.10\|44.50\|45.77\|39.01\|828298;2026-07-06\|38.45\|-8.86\|42.70\|43.42\|37.57\|651333;2026-07-07\|46.14\|20.00\|38.98\|46.14\|38.13\|765660;2026-07-08\|44.81\|-2.88\|47.86\|50.10\|44.30\|894276;2026-07-09\|53.77\|20.00\|45.93\|53.77\|44.82\|844235;2026-07-10\|56.60\|5.26\|52.31\|60.78\|50.02\|835425;2026-07-13\|49.10\|-13.25\|51.50\|55.41\|46.71\|656869;2026-07-14\|48.38\|-1.47\|49.00\|49.00\|41.11\|594041;2026-07-15\|41.46\|-14.30\|47.18\|47.37\|41.46\|455586;2026-07-16\|36.96\|-10.85\|39.65\|41.37\|36.60\|470869;2026-07-17\|38.88\|5.19\|36.50\|40.99\|34.10\|620113;2026-07-20\|42.27\|8.72\|40.00\|44.44\|38.91\|636224;2026-07-21\|46.51\|10.03\|40.30\|47.16\|33.82\|766787;2026-07-22\|43.31\|-6.88\|43.33\|46.32\|43.00\|599964;2026-07-23\|40.85\|-5.68\|43.33\|44.35\|39.30\|457884;2026-07-24\|36.82\|-9.87\|40.00\|40.98\|36.80\|543961;2026-07-27\|39.99\|8.61\|35.00\|40.93\|35.00\|589780;2026-07-28\|39.99\|0.00\|38.59\|42.42\|38.50\|619672;2026-07-29\|36.07\|-9.80\|39.02\|39.66\|34.30\|645512;2026-07-30\|28.88\|-19.93\|35.66\|36.30\|28.86\|709429;2026-07-31\|29.18\|1.04\|32.00\|32.80\|29.01\|660506;2026-08-03\|26.68\|-8.57\|28.59\|29.04\|26.05\|567736;2026-08-04\|28.03\|5.06\|26.91\|28.51\|26.16\|499446;2026-08-05\|32.97\|17.62\|27.95\|33.64\|27.73\|839486;2026-08-06\|37.85\|14.80\|31.35\|38.70\|31.35\|943549;2026-08-07\|38.93\|2.85\|37.86\|39.50\|37.11\|861449;2026-08-10\|41.74\|7.22\|39.18\|42.95\|38.75\|792712;2026-08-11\|40.20\|-3.69\|40.32\|43.23\|39.50\|773282;2026-08-12\|40.70\|1.24\|40.54\|41.27\|39.50\|564921;2026-08-13\|39.37\|-3.27\|41.79\|43.00\|39.03\|671411;2026-08-14\|41.00\|4.14\|40.50\|41.87\|39.68\|635777;2026-08-17\|43.62\|6.39\|41.06\|45.00\|40.23\|759753;2026-08-18\|49.48\|13.43\|43.62\|49.90\|43.62\|893592;2026-08-19\|48.03\|-2.93\|46.00\|50.91\|45.55\|919185;2026-08-20\|44.98\|-6.35\|49.10\|49.18\|43.00\|713697;2026-08-21\|44.20\|-1.73\|44.98\|45.75\|43.37\|485077;2026-08-24\|48.29\|9.25\|44.00\|48.50\|42.35\|682216;2026-08-25\|45.22\|-6.36\|46.07\|46.93\|43.92\|552525;2026-08-26\|41.91\|-7.32\|45.00\|45.40\|41.81\|536679;2026-08-27\|45.99\|9.74\|41.99\|47.98\|41.93\|669748;2026-08-28\|45.22\|-1.67\|45.33\|46.68\|43.88\|645596;2026-09-14\|46.15\|2.06\|43.00\|52.87\|37.66\|790622
117172	台媒报道称行业释放出新一轮涨价信号	功能性硅烷+气凝胶+产能释放行业原因： 1、据21世纪经济报道3月6日报道，中东颗粒尿素三日跳涨130美元/吨，钛白粉、塑料、抗氧化剂等多品种密集提价，化工品“金三银四”涨价潮确认。 2、财闻3月6日称，两会政府工作报告明确实施碳排放总量和强度双控制度，高耗能产能天花板显现，龙头盈利空间打开。公司原因： 1、据2026年1月13日机构调研纪要，全资子公司安徽晨光“年产30万吨功能性硅烷项目”一期已试生产，宁夏晨光“年产30万吨硅基及气凝胶新材料项目”一期已正式投产，并继续推进二期及三期规划。 2、据2025年4月26日2024年年度报告，公司主营功能性硅烷基础原料、中间体及成品，产品覆盖氨基硅烷、环氧基硅烷、乙烯基硅烷等，下游应用于汽车、风电、光伏、轮胎、建筑等领域，产业链完整度居行业前列。 3、据2026年3月6日盘中快讯，化工板块整体拉升，环氧丙烷等方向领涨，公司作为有机硅产业链核心供应商直接受益涨价情绪。	1、公司铜陵“年产30万吨功能性硅烷项目”规划气凝胶产能5000吨，宁夏中卫规划“年产30万吨硅基及气凝胶新材料项目”，主要生产三氯氢硅、正硅酸乙酯、乙烯基硅烷、苯基硅烷和气凝胶材料； 2、在太阳能相关应用中，三氯氢硅可用于多晶硅制造，偶联剂产品可用于EVA、POE胶膜，以提升使用寿命，也可用于光伏组件中背板的密封胶、灌封胶中	2026-05-11\|14.23\|-0.49\|14.43\|14.54\|14.14\|42749;2026-05-12\|13.98\|-1.76\|14.32\|14.37\|13.85\|32551;2026-05-13\|13.84\|-1.00\|14.01\|14.01\|13.80\|28682;2026-05-14\|15.22\|9.97\|13.86\|15.22\|13.86\|81756;2026-05-15\|15.39\|1.12\|15.30\|15.90\|15.00\|252001;2026-05-18\|15.13\|-1.69\|15.22\|15.54\|14.95\|119427;2026-05-19\|15.29\|1.06\|15.27\|15.45\|15.03\|105730;2026-05-20\|15.65\|2.35\|15.20\|15.74\|15.16\|149847;2026-05-21\|15.69\|0.26\|15.50\|16.19\|15.32\|173172;2026-05-22\|15.89\|1.27\|15.69\|16.02\|15.32\|140997;2026-05-25\|15.85\|-0.25\|15.93\|16.09\|15.67\|114187;2026-05-26\|15.67\|-1.14\|15.50\|16.05\|15.23\|119483;2026-05-27\|15.23\|-2.81\|15.67\|15.79\|14.91\|105644;2026-05-28\|15.83\|3.94\|15.34\|16.16\|15.34\|117179;2026-05-29\|14.25\|-9.98\|15.83\|15.83\|14.25\|116785;2026-06-01\|14.16\|-0.63\|14.07\|14.55\|13.82\|69574;2026-06-02\|13.32\|-5.93\|14.16\|14.28\|12.91\|97713;2026-06-03\|13.30\|-0.15\|13.27\|14.00\|13.10\|71993;2026-06-04\|12.91\|-2.93\|13.07\|13.30\|12.73\|75850;2026-06-05\|12.98\|0.54\|12.80\|13.27\|12.26\|62582;2026-06-08\|12.23\|-5.78\|12.80\|12.87\|12.08\|51507;2026-06-09\|12.86\|5.15\|12.46\|13.23\|12.08\|72863;2026-06-10\|13.07\|1.63\|12.73\|13.62\|12.73\|60948;2026-06-11\|13.09\|0.15\|12.97\|13.24\|12.82\|47547;2026-06-12\|13.22\|0.99\|13.11\|13.85\|13.11\|64933;2026-06-15\|13.57\|2.65\|13.28\|13.80\|13.20\|66107;2026-06-16\|14.02\|3.32\|13.85\|14.19\|13.34\|88262;2026-06-17\|13.70\|-2.28\|13.88\|14.12\|13.65\|65305;2026-06-18\|13.14\|-4.09\|13.70\|13.83\|13.10\|64305;2026-06-22\|13.98\|6.39\|13.08\|14.13\|12.78\|109476;2026-06-23\|13.59\|-2.79\|13.85\|13.93\|13.42\|66347;2026-06-24\|13.28\|-2.28\|13.21\|13.80\|12.98\|53654;2026-06-25\|12.98\|-2.26\|13.31\|13.88\|12.76\|82209;2026-06-26\|14.28\|10.02\|12.97\|14.28\|12.60\|109487;2026-06-29\|14.31\|0.21\|14.20\|14.70\|13.79\|168152;2026-06-30\|14.69\|2.66\|14.44\|14.85\|13.80\|137822;2026-07-01\|14.57\|-0.82\|14.74\|15.03\|14.48\|105051;2026-07-02\|14.36\|-1.44\|14.42\|14.95\|14.00\|82531;2026-07-03\|13.45\|-6.34\|14.43\|14.43\|13.45\|91976;2026-07-06\|13.19\|-1.93\|13.37\|14.00\|13.18\|67982;2026-07-07\|14.51\|10.01\|13.08\|14.51\|12.91\|103183;2026-07-08\|14.09\|-2.89\|14.47\|14.68\|13.99\|144186;2026-07-09\|14.10\|0.07\|14.20\|14.20\|13.65\|111794;2026-07-10\|13.38\|-5.11\|14.13\|14.49\|13.38\|121805;2026-07-13\|12.04\|-10.01\|13.18\|13.30\|12.04\|113818;2026-07-14\|11.33\|-5.90\|11.80\|11.80\|11.15\|83801;2026-07-15\|11.19\|-1.24\|11.19\|11.57\|10.95\|51419;2026-07-16\|10.73\|-4.11\|11.20\|11.20\|10.63\|63546;2026-07-17\|10.26\|-4.38\|10.70\|10.83\|10.15\|53649;2026-07-20\|9.58\|-6.63\|10.26\|10.41\|9.48\|62717;2026-07-21\|9.56\|-0.21\|9.68\|9.68\|8.92\|77820;2026-07-22\|9.25\|-3.24\|9.50\|9.60\|9.19\|56613;2026-07-23\|9.57\|3.46\|9.22\|9.59\|9.22\|43561;2026-07-24\|9.36\|-2.19\|9.56\|9.56\|9.25\|32399;2026-07-27\|9.79\|4.59\|9.35\|9.80\|9.35\|43090;2026-07-28\|9.77\|-0.20\|9.70\|10.03\|9.69\|44058;2026-07-29\|9.95\|1.84\|9.89\|9.97\|9.67\|39416;2026-07-30\|9.81\|-1.41\|9.86\|10.07\|9.74\|39985;2026-07-31\|9.91\|1.02\|9.90\|10.05\|9.85\|32998;2026-08-03\|10.15\|2.42\|9.93\|10.18\|9.88\|37536;2026-08-04\|10.22\|0.69\|10.15\|10.28\|10.06\|38717;2026-08-05\|10.42\|1.96\|10.18\|10.49\|10.18\|34059;2026-08-06\|10.84\|4.03\|10.35\|10.84\|10.34\|54883;2026-08-07\|10.75\|-0.83\|10.75\|11.08\|10.50\|46166;2026-08-10\|10.99\|2.23\|10.77\|11.03\|10.62\|37274;2026-08-11\|10.89\|-0.91\|10.89\|10.99\|10.72\|25435;2026-08-12\|11.03\|1.29\|10.89\|11.05\|10.78\|25534;2026-08-13\|10.74\|-2.63\|11.14\|11.14\|10.74\|32173;2026-08-14\|10.76\|0.19\|10.79\|10.88\|10.61\|32896;2026-08-17\|11.09\|3.07\|10.83\|11.12\|10.73\|29892;2026-08-18\|11.11\|0.18\|11.08\|11.22\|10.96\|32649;2026-08-19\|10.75\|-3.24\|11.11\|11.30\|10.72\|37711;2026-08-20\|10.67\|-0.74\|10.88\|10.88\|10.63\|24793;2026-08-21\|10.80\|1.22\|10.55\|10.84\|10.51\|24034;2026-08-24\|10.71\|-0.83\|10.83\|11.09\|10.56\|26110;2026-08-25\|10.75\|0.37\|10.63\|10.79\|10.50\|29014;2026-08-26\|10.78\|0.28\|10.79\|10.90\|10.64\|22834;2026-08-27\|10.98\|1.86\|10.69\|10.99\|10.67\|33827;2026-08-28\|11.17\|1.73\|11.00\|11.21\|10.93\|32205;2026-08-31\|11.26\|0.81\|11.05\|11.28\|11.05\|22392;2026-09-01\|11.12\|-1.24\|11.26\|11.38\|11.09\|26743;2026-09-02\|11.52\|3.60\|11.13\|11.68\|10.99\|60199;2026-09-03\|11.54\|0.17\|11.50\|11.78\|11.31\|75793;2026-09-04\|11.30\|-2.08\|11.59\|11.72\|11.26\|50429;2026-09-07\|11.32\|0.18\|11.26\|11.48\|11.20\|27204;2026-09-08\|11.61\|2.56\|11.31\|11.68\|11.31\|32578;2026-09-09\|11.67\|0.52\|11.61\|11.83\|11.56\|29390;2026-09-10\|11.46\|-1.80\|11.58\|11.74\|11.35\|21568;2026-09-11\|11.18\|-2.44\|11.30\|11.37\|11.01\|26420;2026-09-14\|11.24\|0.54\|11.18\|11.43\|11.08\|21358
117171	台媒报道称行业释放出新一轮涨价信号	半导体硅片+光伏硅片行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据财闻2026年6月26日报道，6月以来半导体硅片赛道热度走高，TCL中环同步布局半导体与光伏硅片，车规级硅片认证持续推进。据2025年年报，公司半导体材料业务营收及出货量继续稳居国内半导体硅片行业前列。 2、据2026年一季报，公司组件出货实现2.9GW，同比增长超50%，陆续入围、中标央企集采项目。据2025年年报，光伏电池组件板块营收同比增长60.45%，营收占比达32.10%。 3、公司光伏硅片市占率全球第一。据2026年4月2日机构调研，公司硅片板块盈利端显著改善，EBITDA已转正。	1、子公司鑫芯半导体致力于300mm半导体硅片研发与制造，产品应用以逻辑芯片、存储芯片等先进制程方向为主； 2、业内人士称马斯克团队上周调研的光伏企业包括TCL中环、晶科能源、晶盛机电等	2026-05-11\|9.09\|1.79\|8.95\|9.19\|8.95\|1131729;2026-05-12\|9.62\|5.83\|9.09\|10.00\|8.93\|3936543;2026-05-13\|10.19\|5.93\|9.60\|10.31\|9.55\|3760871;2026-05-14\|10.09\|-0.98\|10.18\|10.37\|9.87\|2559970;2026-05-15\|9.83\|-2.58\|10.04\|10.26\|9.35\|2554396;2026-05-18\|9.36\|-4.78\|9.66\|9.70\|9.30\|1516649;2026-05-19\|9.81\|4.81\|9.38\|10.07\|9.24\|2291402;2026-05-20\|9.62\|-1.94\|9.84\|9.88\|9.56\|1309221;2026-05-21\|9.12\|-5.20\|9.74\|9.81\|9.08\|1505759;2026-05-22\|9.36\|2.63\|9.23\|9.49\|9.03\|1252019;2026-05-25\|9.22\|-1.50\|9.37\|9.43\|9.04\|1109874;2026-05-26\|9.03\|-2.06\|9.16\|9.40\|8.89\|1385679;2026-05-27\|9.93\|9.97\|9.00\|9.93\|9.00\|2254093;2026-05-28\|10.44\|5.14\|9.89\|10.61\|9.81\|4810571;2026-05-29\|9.75\|-6.61\|10.33\|10.43\|9.55\|2986782;2026-06-01\|9.56\|-1.95\|9.75\|10.07\|9.54\|1903955;2026-06-02\|9.12\|-4.60\|9.56\|9.62\|8.91\|1931910;2026-06-03\|9.13\|0.11\|9.08\|9.53\|9.02\|1675694;2026-06-04\|9.55\|4.60\|9.04\|9.73\|8.92\|2260491;2026-06-05\|9.42\|-1.36\|9.46\|9.80\|9.30\|1858030;2026-06-08\|8.92\|-5.31\|9.14\|9.69\|8.91\|2173392;2026-06-09\|9.81\|9.98\|9.10\|9.81\|8.43\|3135369;2026-06-10\|10.13\|3.26\|10.00\|10.30\|9.81\|4770240;2026-06-11\|10.13\|0.00\|10.10\|10.18\|9.80\|2614571;2026-06-12\|9.98\|-1.48\|10.38\|11.14\|9.98\|5124436;2026-06-15\|10.26\|2.81\|9.98\|10.33\|9.70\|3298648;2026-06-16\|10.33\|0.68\|10.21\|10.49\|10.16\|2428760;2026-06-17\|10.71\|3.68\|10.24\|10.80\|10.02\|3657870;2026-06-18\|10.26\|-4.20\|10.66\|10.66\|10.20\|2533287;2026-06-22\|10.41\|1.46\|10.35\|10.59\|10.10\|2324617;2026-06-23\|9.84\|-5.48\|10.25\|10.32\|9.78\|2278814;2026-06-24\|9.50\|-3.46\|9.67\|9.75\|9.34\|1808946;2026-06-25\|10.17\|7.05\|9.51\|10.30\|9.39\|3255206;2026-06-26\|11.19\|10.03\|10.23\|11.19\|10.17\|5190640;2026-06-29\|11.73\|4.83\|11.48\|11.78\|11.20\|5709481;2026-06-30\|12.02\|2.47\|11.67\|12.12\|11.34\|4732536;2026-07-01\|11.90\|-1.00\|11.87\|12.44\|11.54\|4859255;2026-07-02\|11.03\|-7.31\|11.42\|11.59\|10.97\|3640490;2026-07-03\|10.37\|-5.98\|11.25\|11.36\|10.34\|3149074;2026-07-06\|10.02\|-3.38\|10.47\|10.67\|9.84\|2488884;2026-07-07\|11.02\|9.98\|10.02\|11.02\|9.88\|3529552;2026-07-08\|10.69\|-2.99\|11.28\|11.42\|10.42\|3442099;2026-07-09\|11.03\|3.18\|10.80\|11.10\|10.60\|3327567;2026-07-10\|10.66\|-3.35\|11.03\|11.39\|10.65\|3435440;2026-07-13\|10.49\|-1.59\|10.48\|11.20\|10.40\|2658224;2026-07-14\|10.08\|-3.91\|10.20\|10.60\|9.81\|2903828;2026-07-15\|9.69\|-3.87\|10.30\|10.41\|9.51\|2249662;2026-07-16\|9.13\|-5.78\|9.48\|9.65\|9.10\|1856646;2026-07-17\|9.12\|-0.11\|9.14\|9.48\|8.83\|2160955;2026-07-20\|8.75\|-4.06\|9.35\|9.41\|8.60\|1823351;2026-07-21\|8.99\|2.74\|8.75\|9.04\|8.35\|1933803;2026-07-22\|8.73\|-2.89\|8.88\|9.04\|8.68\|1483646;2026-07-23\|8.86\|1.49\|8.68\|8.99\|8.57\|1236003;2026-07-24\|8.50\|-4.06\|8.69\|8.79\|8.50\|908572;2026-07-27\|8.65\|1.76\|8.50\|8.71\|8.40\|773186;2026-07-28\|8.55\|-1.16\|8.50\|8.70\|8.46\|728802;2026-07-29\|8.62\|0.82\|8.50\|8.63\|8.30\|1001133;2026-07-30\|8.85\|2.67\|8.52\|8.96\|8.52\|1413916;2026-07-31\|8.83\|-0.23\|9.02\|9.09\|8.81\|1109283;2026-08-03\|9.06\|2.60\|8.75\|9.13\|8.72\|1149012;2026-08-04\|9.04\|-0.22\|9.06\|9.09\|8.97\|1012795;2026-08-05\|9.14\|1.11\|9.01\|9.20\|8.96\|1132996;2026-08-06\|8.87\|-2.95\|9.02\|9.04\|8.81\|1174422;2026-08-07\|8.90\|0.34\|8.78\|9.00\|8.78\|1007878;2026-08-10\|8.92\|0.22\|8.83\|8.97\|8.80\|795004;2026-08-11\|9.29\|4.15\|8.89\|9.54\|8.87\|2000992;2026-08-12\|9.42\|1.40\|9.20\|9.51\|9.15\|1320962;2026-08-13\|9.32\|-1.06\|9.42\|9.50\|9.30\|996424;2026-08-14\|9.34\|0.21\|9.37\|9.49\|9.22\|785925;2026-08-17\|9.63\|3.10\|9.48\|9.76\|9.39\|1422563;2026-08-18\|9.95\|3.32\|9.61\|10.05\|9.58\|1692204;2026-08-19\|9.85\|-1.00\|9.70\|9.99\|9.66\|1765098;2026-08-20\|9.53\|-3.25\|9.85\|9.96\|9.49\|1291877;2026-08-21\|9.50\|-0.31\|9.49\|9.66\|9.44\|696403;2026-08-24\|9.35\|-1.58\|9.54\|9.82\|9.30\|893760;2026-08-25\|9.22\|-1.39\|9.25\|9.32\|9.12\|680929;2026-08-26\|9.24\|0.22\|9.22\|9.39\|9.21\|603570;2026-08-27\|9.19\|-0.54\|9.21\|9.23\|9.01\|843601;2026-08-28\|9.82\|6.86\|9.19\|10.00\|9.14\|2166530;2026-08-31\|9.51\|-3.16\|9.67\|9.70\|9.38\|1179150;2026-09-01\|9.57\|0.63\|9.44\|9.60\|9.43\|685967;2026-09-02\|9.30\|-2.82\|9.46\|9.50\|9.27\|629286;2026-09-03\|9.27\|-0.32\|9.41\|9.48\|9.27\|475994;2026-09-04\|9.14\|-1.40\|9.34\|9.37\|9.13\|604317;2026-09-07\|9.20\|0.66\|9.13\|9.22\|9.07\|440476;2026-09-08\|9.28\|0.87\|9.18\|9.31\|9.13\|447412;2026-09-09\|9.11\|-1.83\|9.23\|9.28\|9.08\|465223;2026-09-10\|8.86\|-2.74\|9.05\|9.06\|8.85\|590136;2026-09-11\|8.69\|-1.92\|8.79\|8.90\|8.68\|515228;2026-09-14\|8.74\|0.58\|8.68\|8.79\|8.66\|332074
117170	康宁发布光学互连组件“玻璃桥”	涨停揭秘：福耀玻璃6月26日涨停，直接受康宁发布‘玻璃桥’光学互连组件催化，市场预期公司有望切入AI服务器光互联核心部件供应链；涨停缘由：全球汽车玻璃龙头，技术积累深厚；玻璃基板在高频高速信号传输中具低损耗优势，适配AI服务器光模块封装升级需求；公司已布局精密玻璃加工与镀膜工艺，具备技术延展基础；资金逻辑：科技硬件板块资金向‘卡脖子’环节迁移，玻璃基板作为新晋热点获资金聚焦；该股北向持仓稳定，主力资金连续3日净流入，显示机构认可长期价值；风险提示：玻璃基板业务尚处导入期，未形成明确收入；AI服务器渗透率提升节奏存在不确定性；消费电子需求疲软拖累短期业绩	全球汽车玻璃龙头，市占率全球第一	2026-05-11\|59.40\|-0.98\|59.98\|60.01\|59.25\|148785;2026-05-12\|59.45\|0.08\|59.41\|59.63\|59.11\|123222;2026-05-13\|57.14\|-1.91\|58.01\|58.22\|56.89\|179031;2026-05-14\|56.71\|-0.75\|57.16\|57.48\|56.64\|114125;2026-05-15\|56.00\|-1.25\|57.41\|57.45\|55.91\|157416;2026-05-18\|55.41\|-1.05\|56.01\|56.12\|54.08\|183599;2026-05-19\|55.08\|-0.60\|55.41\|55.70\|54.68\|98657;2026-05-20\|54.29\|-1.43\|55.18\|55.20\|54.04\|117556;2026-05-21\|54.34\|0.09\|54.31\|55.32\|54.29\|132226;2026-05-22\|55.27\|1.71\|54.60\|55.45\|53.80\|173428;2026-05-25\|53.83\|-2.61\|55.27\|55.27\|53.63\|150680;2026-05-26\|53.49\|-0.63\|53.83\|54.21\|53.11\|140885;2026-05-27\|52.75\|-1.38\|53.30\|53.38\|52.22\|153854;2026-05-28\|51.99\|-1.44\|52.75\|52.75\|51.75\|104494;2026-05-29\|52.66\|1.29\|52.09\|53.29\|51.41\|165118;2026-06-01\|52.48\|-0.34\|52.66\|53.08\|52.06\|113250;2026-06-02\|54.24\|3.35\|52.50\|54.35\|52.35\|203596;2026-06-03\|53.88\|-0.66\|54.14\|54.14\|53.25\|100136;2026-06-04\|53.50\|-0.71\|53.58\|54.08\|53.18\|100031;2026-06-05\|53.60\|0.19\|53.42\|53.97\|53.20\|83960;2026-06-08\|53.15\|-0.84\|53.25\|53.37\|52.52\|94720;2026-06-09\|53.41\|0.49\|53.14\|53.98\|52.76\|90732;2026-06-10\|53.05\|-0.67\|53.20\|53.41\|52.46\|80849;2026-06-11\|52.41\|-1.21\|53.10\|53.13\|51.88\|90761;2026-06-12\|52.35\|-0.11\|52.50\|52.95\|51.95\|102578;2026-06-15\|52.41\|0.11\|52.60\|52.88\|51.88\|103292;2026-06-16\|50.65\|-3.36\|52.22\|52.29\|50.35\|163843;2026-06-17\|50.69\|0.08\|50.25\|50.95\|49.64\|107461;2026-06-18\|49.95\|-1.46\|50.48\|50.83\|49.83\|97751;2026-06-22\|50.05\|0.20\|49.64\|50.49\|48.50\|139292;2026-06-23\|49.25\|-1.60\|50.06\|50.45\|49.03\|117799;2026-06-24\|48.13\|-2.27\|49.14\|49.55\|48.11\|128096;2026-06-25\|48.01\|-0.25\|48.12\|48.40\|47.53\|178369;2026-06-26\|50.43\|5.04\|48.07\|50.66\|47.80\|303282;2026-06-29\|52.15\|3.41\|50.30\|52.19\|49.50\|269868;2026-06-30\|50.44\|-3.28\|51.58\|52.45\|50.30\|139505;2026-07-01\|50.00\|-0.87\|49.67\|50.72\|49.21\|111540;2026-07-02\|49.81\|-0.38\|50.09\|50.46\|49.37\|127537;2026-07-03\|50.93\|2.25\|49.90\|51.66\|49.87\|129128;2026-07-06\|53.78\|5.60\|51.26\|54.15\|50.73\|282637;2026-07-07\|53.08\|-1.30\|53.69\|54.00\|52.84\|180461;2026-07-08\|51.81\|-2.39\|52.90\|52.95\|51.66\|173866;2026-07-09\|50.68\|-2.18\|51.43\|51.70\|50.45\|115603;2026-07-10\|50.79\|0.22\|50.58\|51.63\|49.89\|114954;2026-07-13\|51.00\|0.41\|50.61\|51.04\|49.86\|131472;2026-07-14\|50.70\|-0.59\|50.44\|50.70\|49.98\|78327;2026-07-15\|52.90\|4.34\|50.90\|53.27\|50.58\|173690;2026-07-16\|53.00\|0.19\|52.80\|53.68\|52.11\|131310;2026-07-17\|53.88\|1.66\|53.74\|54.39\|53.13\|203929;2026-07-20\|54.94\|1.97\|53.74\|54.96\|53.56\|160485;2026-07-21\|54.80\|-0.25\|54.98\|56.66\|54.17\|180478;2026-07-22\|55.69\|1.62\|54.28\|55.80\|54.03\|159548;2026-07-23\|56.41\|1.29\|55.14\|56.53\|55.00\|116158;2026-07-24\|55.67\|-1.31\|56.40\|56.80\|55.57\|77249;2026-07-27\|55.28\|-0.70\|55.55\|56.10\|55.00\|128585;2026-07-28\|56.32\|1.88\|55.21\|56.38\|55.10\|112278;2026-07-29\|59.10\|4.94\|56.40\|59.48\|56.35\|269303;2026-07-30\|59.80\|1.18\|59.00\|60.00\|58.70\|184613;2026-07-31\|59.70\|-0.17\|58.20\|59.74\|57.70\|163220;2026-08-03\|57.81\|-3.17\|59.70\|59.89\|57.75\|154962;2026-08-04\|56.93\|-1.52\|57.81\|57.98\|56.71\|145240;2026-08-05\|56.58\|-0.61\|56.88\|57.18\|56.13\|128299;2026-08-06\|56.05\|-0.94\|56.58\|56.58\|55.85\|96033;2026-08-07\|55.40\|-1.16\|56.20\|56.40\|55.18\|126318;2026-08-10\|56.59\|2.15\|55.09\|56.75\|55.00\|115539;2026-08-11\|55.79\|-1.41\|56.60\|56.95\|55.70\|83035;2026-08-12\|55.43\|-0.65\|55.55\|55.70\|54.83\|79022;2026-08-13\|54.87\|-1.01\|55.59\|55.59\|54.71\|73231;2026-08-14\|56.27\|2.55\|54.71\|56.48\|54.30\|143794;2026-08-17\|55.66\|-1.08\|56.28\|56.28\|55.00\|91144;2026-08-18\|56.16\|0.90\|55.60\|56.35\|55.42\|73412;2026-08-19\|57.90\|3.10\|54.91\|58.47\|54.90\|319405;2026-08-20\|57.82\|-0.14\|57.35\|58.08\|56.90\|140638;2026-08-21\|56.76\|-1.83\|57.82\|58.52\|56.69\|76560;2026-08-24\|56.49\|-0.48\|56.61\|57.15\|56.09\|70695;2026-08-25\|57.67\|2.09\|56.80\|58.10\|56.36\|136722;2026-08-26\|57.20\|-0.81\|57.37\|57.79\|56.88\|57789;2026-08-27\|56.80\|-0.70\|56.92\|57.30\|56.32\|75492;2026-08-28\|57.36\|0.99\|56.74\|57.57\|56.40\|70812;2026-08-31\|56.59\|-1.34\|57.34\|57.49\|55.90\|109705;2026-09-01\|57.85\|2.23\|56.50\|58.49\|56.32\|113543;2026-09-02\|56.37\|-2.56\|57.92\|58.45\|56.30\|82392;2026-09-03\|57.01\|1.14\|56.40\|57.35\|56.40\|72442;2026-09-04\|57.33\|0.56\|57.00\|57.92\|56.05\|87443;2026-09-07\|55.75\|-2.76\|57.20\|57.67\|55.51\|132297;2026-09-08\|54.17\|-2.83\|55.88\|55.98\|54.10\|149746;2026-09-09\|55.14\|1.79\|54.30\|55.52\|53.85\|105739;2026-09-10\|54.30\|-1.52\|55.15\|55.22\|54.20\|92211;2026-09-11\|54.01\|-0.53\|54.50\|54.50\|53.90\|51004;2026-09-14\|53.88\|-0.24\|53.85\|54.38\|53.80\|48226
117169	康宁发布光学互连组件“玻璃桥”	算力+TGV玻璃基板+UTG+国企 1、据2026年5月28日公告，公司子公司芜湖长信智算拟以自有或自筹资金向多家供应商采购服务器，采购合同总金额预计不超过人民币30亿元；据2026年6月8日互动易，子公司长信智算与联通青海绿电签署五年期、含税2.62亿元算力服务合同，落地算力租赁订单。 2、据2026年6月10日互动易，公司UTG业务已进入荣耀等头部客户供应链，TGV玻璃基板技术正积极布局，致力于以业绩增长支撑内在价值提升。 3、据2026年5月20日投资者关系活动记录表，2026年子公司东信光电再获荣耀Magic V6项目订单，UTG产品在折叠手机领域已全面取代CPI；据2026年4月27日年报，公司积极推动UTG在光伏、航空航天等高端领域落地。 4、据2026年5月20日投资者关系活动记录表，公司实际控制人为安徽省投资集团控股有限公司，最终控制人为安徽省国有资产监督管理委员会。	公司子公司芜湖东信光电科技有限公司专注于可折叠玻璃及相关器件的研发、制造与销售，是国内UTG（超薄柔性玻璃）领域的先行者和核心供应商。东信光电深耕UTG/UFG玻璃单体、贴合盖板及Coating盖板等全系列产品	2026-05-11\|7.29\|0.28\|7.37\|7.42\|7.24\|1508754;2026-05-12\|7.26\|-0.41\|7.27\|7.42\|7.19\|1283153;2026-05-13\|7.52\|3.58\|7.20\|7.57\|7.12\|1622519;2026-05-14\|7.27\|-3.32\|7.52\|7.52\|7.27\|1300819;2026-05-15\|7.10\|-2.34\|7.29\|7.35\|7.02\|1252068;2026-05-18\|7.21\|1.55\|7.13\|7.32\|7.08\|1012177;2026-05-19\|7.15\|-0.83\|7.18\|7.24\|6.99\|1146966;2026-05-20\|7.02\|-1.82\|7.10\|7.19\|6.97\|930646;2026-05-21\|7.09\|1.00\|7.69\|7.99\|7.08\|2932794;2026-05-22\|7.19\|1.41\|7.21\|7.27\|6.86\|2087609;2026-05-25\|7.37\|2.50\|7.31\|7.45\|7.17\|1728314;2026-05-26\|7.34\|-0.41\|7.31\|7.49\|7.20\|1662379;2026-05-27\|7.89\|7.49\|7.38\|8.00\|7.35\|4071721;2026-05-28\|7.87\|-0.25\|7.80\|8.16\|7.59\|3016634;2026-05-29\|7.10\|-9.78\|7.75\|7.77\|7.04\|2993165;2026-06-01\|7.16\|0.85\|7.02\|7.58\|7.02\|2061714;2026-06-02\|7.23\|0.98\|7.05\|7.30\|7.00\|1582407;2026-06-03\|8.09\|12.67\|7.33\|8.50\|7.30\|5268374;2026-06-04\|8.42\|4.08\|7.81\|8.50\|7.81\|4193629;2026-06-05\|8.36\|-0.71\|8.23\|8.80\|8.10\|3952396;2026-06-08\|8.07\|-3.47\|8.15\|8.44\|8.03\|2714124;2026-06-09\|8.55\|5.95\|8.25\|8.63\|8.01\|3522490;2026-06-10\|8.12\|-5.03\|8.33\|8.35\|8.02\|2359953;2026-06-11\|7.79\|-4.06\|7.97\|8.03\|7.60\|2333664;2026-06-12\|7.46\|-4.24\|8.00\|8.20\|7.38\|3069808;2026-06-15\|7.84\|5.09\|7.58\|8.04\|7.57\|2514126;2026-06-16\|8.81\|12.37\|7.82\|9.03\|7.72\|4057047;2026-06-17\|10.57\|19.98\|9.56\|10.57\|9.56\|4203793;2026-06-18\|10.37\|-1.89\|10.50\|10.97\|9.77\|6447791;2026-06-22\|10.39\|0.19\|11.03\|11.23\|10.19\|4026745;2026-06-23\|9.90\|-4.72\|10.25\|10.44\|9.79\|2735897;2026-06-24\|9.81\|-0.91\|9.80\|9.89\|9.35\|3003725;2026-06-25\|10.29\|4.89\|10.11\|10.98\|9.99\|4367796;2026-06-26\|11.67\|13.41\|10.50\|12.35\|10.46\|6184972;2026-06-29\|11.10\|-4.88\|11.72\|12.26\|10.73\|4851981;2026-06-30\|11.60\|4.50\|11.48\|12.15\|11.30\|4537685;2026-07-01\|11.09\|-4.40\|11.55\|11.75\|10.84\|4165598;2026-07-02\|10.51\|-5.23\|10.32\|11.10\|9.88\|3094963;2026-07-03\|9.88\|-5.99\|10.42\|10.48\|9.82\|2483628;2026-07-06\|9.18\|-7.08\|9.95\|10.03\|9.14\|2467549;2026-07-07\|8.89\|-3.16\|9.12\|9.27\|8.76\|1665495;2026-07-08\|8.42\|-5.29\|8.99\|9.05\|8.38\|1805648;2026-07-09\|8.90\|5.70\|8.58\|8.92\|8.46\|2068145;2026-07-10\|8.50\|-4.49\|8.98\|9.30\|8.50\|2477990;2026-07-13\|7.63\|-10.24\|8.38\|8.50\|7.60\|2027226;2026-07-14\|7.90\|3.54\|7.77\|7.93\|7.44\|1650194;2026-07-15\|7.36\|-6.84\|7.98\|7.99\|7.30\|1555533;2026-07-16\|7.09\|-3.67\|7.25\|7.44\|7.01\|1466198;2026-07-17\|6.59\|-7.05\|7.10\|7.13\|6.52\|1662071;2026-07-20\|6.29\|-4.55\|6.81\|6.86\|6.13\|1651450;2026-07-21\|6.87\|9.22\|6.38\|6.87\|6.02\|2235785;2026-07-22\|6.57\|-4.37\|6.75\|6.93\|6.53\|1664417;2026-07-23\|6.72\|2.28\|6.64\|6.80\|6.50\|1348771;2026-07-24\|6.61\|-1.64\|6.55\|6.80\|6.48\|1090895;2026-07-27\|6.95\|5.14\|6.63\|6.96\|6.49\|1656746;2026-07-28\|6.66\|-4.17\|6.77\|6.86\|6.61\|1440385;2026-07-29\|6.76\|1.50\|6.65\|6.77\|6.35\|1459312;2026-07-30\|6.41\|-5.18\|6.64\|6.71\|6.38\|1286458;2026-07-31\|6.67\|4.06\|6.75\|7.07\|6.66\|2146666;2026-08-03\|6.75\|1.20\|6.61\|6.78\|6.58\|1050229;2026-08-04\|7.02\|4.00\|6.82\|7.10\|6.82\|1599174;2026-08-05\|7.55\|7.55\|6.96\|7.86\|6.94\|2535174;2026-08-06\|7.83\|3.71\|7.36\|8.01\|7.28\|2715043;2026-08-07\|7.87\|0.51\|7.72\|8.14\|7.55\|2698728;2026-08-10\|7.69\|-2.29\|7.90\|8.07\|7.61\|1425535;2026-08-11\|7.58\|-1.43\|7.60\|7.74\|7.52\|1112367;2026-08-12\|7.68\|1.32\|7.62\|7.72\|7.55\|930058;2026-08-13\|7.52\|-2.08\|7.75\|7.85\|7.52\|1274098;2026-08-14\|7.58\|0.80\|7.60\|7.62\|7.43\|916697;2026-08-17\|7.79\|2.77\|7.56\|7.80\|7.51\|1231185;2026-08-18\|7.87\|1.03\|7.78\|8.04\|7.75\|1816315;2026-08-19\|7.20\|-8.51\|7.61\|7.75\|7.15\|1604060;2026-08-20\|7.30\|1.39\|7.29\|7.48\|7.18\|1005278;2026-08-21\|7.31\|0.14\|7.24\|7.35\|7.10\|819492;2026-08-24\|6.99\|-4.38\|7.28\|7.29\|6.81\|1022278;2026-08-25\|7.01\|0.29\|6.87\|7.08\|6.72\|819738;2026-08-26\|6.94\|-1.00\|7.01\|7.07\|6.83\|783265;2026-08-27\|7.10\|2.31\|6.95\|7.13\|6.94\|870650;2026-08-28\|6.99\|-1.55\|7.05\|7.21\|6.98\|916581;2026-08-31\|7.14\|2.15\|6.84\|7.14\|6.78\|801786;2026-09-01\|7.05\|-1.26\|7.12\|7.13\|6.97\|736003;2026-09-02\|6.93\|-1.70\|6.95\|6.97\|6.85\|668127;2026-09-03\|6.85\|-1.15\|6.97\|7.04\|6.76\|710688;2026-09-04\|6.73\|-1.75\|6.90\|6.98\|6.68\|874366;2026-09-07\|6.91\|2.67\|6.77\|6.95\|6.76\|799174;2026-09-08\|6.89\|-0.29\|6.90\|6.97\|6.84\|669418;2026-09-09\|7.32\|6.24\|6.93\|7.35\|6.92\|2308549;2026-09-10\|7.01\|-4.24\|7.22\|7.25\|7.00\|1329008;2026-09-11\|6.89\|-1.71\|6.87\|6.96\|6.71\|1106031;2026-09-14\|6.92\|0.44\|6.82\|7.00\|6.71\|692643
117168	康宁发布光学互连组件“玻璃桥”	玻璃基板上游+MLCC上游+碳酸锶+青岛国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年5月27日机构调研，锶盐产品下游应用于液晶玻璃基板等行业，钡盐产品下游应用于电子元器件、液晶和光学玻璃基板等。据2025年8月27日互动易，公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业，同时作为生产MLCC所需的高纯钛酸钡重要原材料，可满足MLCC介质层要求。 2、据2026年6月5日投资者关系活动记录表，控股子公司重庆瑞得思达锶盐项目第一条生产线已正常投产，正筹备第二条生产线试生产；项目投产后将年产精细碳酸锶5.32万吨、电子级碳酸锶0.5万吨、氢氧化锶0.3万吨。 3、据2025年年报，公司碳酸钡产能规模及产量位居行业首位，主营业务为钡盐、锶盐和锰系产品的研发、生产和销售；公司最终控制人为青岛市人民政府国有资产监督管理委员会。	康宁为公司直接客户	2026-05-11\|24.03\|1.48\|23.89\|24.62\|23.75\|390745;2026-05-12\|23.25\|-3.25\|24.28\|24.39\|23.01\|341136;2026-05-13\|24.91\|7.14\|23.08\|25.20\|23.08\|461316;2026-05-14\|24.14\|-3.09\|24.89\|25.34\|24.13\|313164;2026-05-15\|24.95\|3.36\|24.50\|25.98\|24.38\|407865;2026-05-18\|25.89\|3.77\|24.99\|26.68\|24.58\|406247;2026-05-19\|25.10\|-3.05\|25.58\|25.64\|24.39\|319754;2026-05-20\|24.37\|-2.91\|24.85\|24.85\|23.70\|254697;2026-05-21\|24.82\|1.85\|24.70\|26.81\|24.70\|471709;2026-05-22\|26.27\|5.84\|25.58\|26.66\|25.19\|424388;2026-05-25\|27.07\|3.05\|27.55\|28.09\|26.60\|431366;2026-05-26\|29.78\|10.01\|27.74\|29.78\|27.67\|327866;2026-05-27\|30.20\|1.41\|31.30\|32.76\|30.01\|770046;2026-05-28\|33.22\|10.00\|30.05\|33.22\|30.00\|630088;2026-05-29\|32.10\|-3.37\|34.22\|34.88\|31.90\|633052;2026-06-01\|35.31\|10.00\|33.90\|35.31\|33.71\|159444;2026-06-02\|38.84\|10.00\|35.77\|38.84\|35.10\|306045;2026-06-03\|42.72\|9.99\|42.70\|42.72\|41.50\|129948;2026-06-04\|46.98\|10.00\|45.24\|46.98\|45.02\|695678;2026-06-05\|49.50\|5.36\|48.65\|51.68\|46.12\|712725;2026-06-08\|52.83\|6.73\|48.75\|53.99\|48.75\|632199;2026-06-09\|55.55\|5.15\|52.31\|55.58\|50.00\|573956;2026-06-10\|58.88\|5.99\|55.10\|59.08\|54.23\|554803;2026-06-11\|54.03\|-8.24\|59.00\|59.01\|52.99\|746868;2026-06-12\|53.03\|-1.85\|56.00\|59.00\|51.48\|653315;2026-06-15\|53.95\|1.73\|53.24\|55.73\|51.66\|561611;2026-06-16\|56.53\|4.78\|54.70\|58.60\|54.50\|499563;2026-06-17\|57.10\|1.01\|56.17\|62.18\|55.56\|654535;2026-06-18\|56.56\|-0.95\|57.59\|58.80\|53.88\|487569;2026-06-22\|62.22\|10.01\|58.00\|62.22\|58.00\|306757;2026-06-23\|56.00\|-10.00\|64.68\|66.39\|56.00\|499565;2026-06-24\|51.00\|-8.93\|53.00\|53.98\|50.66\|592148;2026-06-25\|52.98\|3.88\|51.78\|53.38\|50.00\|575086;2026-06-26\|58.28\|10.00\|52.98\|58.28\|52.30\|687469;2026-06-29\|57.21\|-1.84\|58.71\|61.68\|55.01\|748813;2026-06-30\|62.93\|10.00\|56.88\|62.93\|56.88\|425266;2026-07-01\|63.80\|1.38\|62.66\|64.30\|59.11\|655824;2026-07-02\|58.28\|-8.65\|59.00\|63.55\|57.42\|631152;2026-07-03\|52.98\|-9.09\|56.00\|57.59\|52.71\|470064;2026-07-06\|47.68\|-10.00\|52.02\|54.29\|47.68\|429950;2026-07-07\|45.68\|-4.19\|47.65\|48.78\|45.45\|339015;2026-07-08\|42.66\|-6.61\|45.89\|46.48\|42.65\|354169;2026-07-09\|43.27\|1.43\|43.51\|45.00\|40.70\|340708;2026-07-10\|41.18\|-4.83\|43.34\|44.80\|41.11\|319364;2026-07-13\|37.70\|-8.45\|40.15\|41.08\|37.52\|280109;2026-07-14\|39.82\|5.62\|38.45\|40.71\|37.18\|279616;2026-07-15\|36.62\|-8.04\|40.56\|40.65\|36.58\|253604;2026-07-16\|34.66\|-5.35\|35.81\|37.25\|34.40\|211732;2026-07-17\|32.88\|-5.14\|35.35\|37.09\|32.67\|321862;2026-07-20\|29.59\|-10.01\|33.54\|33.83\|29.59\|265075;2026-07-21\|31.27\|5.68\|29.59\|31.50\|26.63\|423617;2026-07-22\|30.23\|-3.33\|30.75\|31.66\|29.60\|293875;2026-07-23\|30.94\|2.35\|30.73\|31.90\|29.89\|249549;2026-07-24\|29.60\|-4.33\|29.94\|31.39\|29.36\|174084;2026-07-27\|31.19\|5.37\|30.03\|31.20\|28.80\|193072;2026-07-28\|28.88\|-7.41\|30.93\|31.43\|28.28\|246931;2026-07-29\|28.62\|-0.90\|28.67\|29.04\|27.47\|237782;2026-07-30\|26.95\|-5.84\|28.62\|29.38\|25.93\|270349;2026-07-31\|26.99\|0.15\|28.57\|29.08\|26.92\|264867;2026-08-03\|25.62\|-5.08\|26.96\|27.12\|25.40\|258472;2026-08-04\|27.20\|6.17\|25.98\|27.51\|25.18\|249782;2026-08-05\|29.92\|10.00\|27.24\|29.92\|27.24\|256500;2026-08-06\|31.49\|5.25\|30.38\|31.95\|29.96\|581004;2026-08-07\|32.96\|4.67\|31.91\|33.50\|31.75\|571095;2026-08-10\|33.10\|0.42\|33.49\|34.11\|31.83\|475489;2026-08-11\|33.75\|1.96\|32.90\|35.38\|32.42\|577756;2026-08-12\|33.46\|-0.86\|33.66\|33.87\|32.52\|385878;2026-08-13\|33.01\|-1.34\|33.90\|34.60\|33.00\|347158;2026-08-14\|33.63\|1.88\|33.16\|33.79\|32.85\|237671;2026-08-17\|34.75\|3.33\|33.76\|35.13\|33.47\|321731;2026-08-18\|38.23\|10.01\|35.50\|38.23\|35.49\|563790;2026-08-19\|39.88\|4.32\|37.00\|40.88\|36.36\|925574;2026-08-20\|35.89\|-10.01\|38.50\|38.55\|35.89\|647990;2026-08-21\|34.68\|-3.37\|34.17\|35.79\|33.51\|477802;2026-08-24\|38.15\|10.01\|34.95\|38.15\|33.57\|756575;2026-08-25\|38.27\|0.31\|38.15\|40.38\|36.36\|878201;2026-08-26\|39.17\|2.35\|38.86\|40.13\|36.88\|708626;2026-08-27\|40.50\|3.40\|39.19\|40.72\|38.95\|703310;2026-08-28\|42.10\|3.95\|39.60\|43.66\|39.00\|787352;2026-08-31\|41.07\|-2.45\|40.50\|41.54\|40.04\|473981;2026-09-01\|37.96\|-7.57\|40.59\|40.59\|37.39\|465513;2026-09-02\|38.39\|1.13\|37.03\|39.36\|37.02\|349894;2026-09-03\|38.56\|0.44\|38.00\|39.16\|37.30\|329694;2026-09-04\|35.18\|-8.77\|38.20\|38.45\|34.71\|461863;2026-09-07\|36.03\|2.50\|35.16\|36.49\|34.84\|287773;2026-09-08\|35.46\|-1.58\|36.10\|36.71\|35.00\|285371;2026-09-09\|34.99\|-1.33\|35.71\|36.38\|34.55\|262632;2026-09-10\|35.09\|0.29\|34.50\|35.83\|34.16\|220278;2026-09-11\|34.33\|-2.17\|34.29\|35.34\|32.92\|285628;2026-09-14\|35.30\|2.83\|34.00\|35.60\|33.41\|263791
117167	康宁发布光学互连组件“玻璃桥”	UTG+国企+先进封装行业原因： 1、甬矽电子拟投资103亿元建设高端封测项目，长电科技拟78亿元投建高端封测工厂，通富微电42.2亿定增通过，国内封测龙头集中启动大规模扩产。 2、据国金证券6月28日研报，AI算力芯片需求旺盛，先进封装产能紧缺，封测企业持续扩张先进封装产能，产业链有望深度受益。公司原因： 1、据2026年6月26日及6月18日互动易，公司超薄柔性玻璃UTG产品已实现向下游客户批量交付，满足市场现有需求，但尚未满产。 2、据公司2025年年报，公司最终控制人为国务院国有资产监督管理委员会，属于国有企业。 3、据2026年3月31日年报及2026年1月15日机构调研，公司高纯超细球形二氧化硅产品可用于半导体封装领域，样品已通过客户验证并形成小批量销售；电子封装用球形粉体材料项目已于2026年1月完成转固并实现常态化稳产运行。	公司UTG（超薄柔性玻璃）项目主体生产线已基本建成，相关产品已实现向下游客户批量交付，剩余产能生产线处于调试、验证阶段，预计2026年4月项目可完全达到使用状态	2026-05-11\|16.92\|2.36\|17.30\|17.57\|16.82\|864013;2026-05-12\|17.70\|4.61\|16.97\|18.08\|16.68\|1072081;2026-05-13\|18.20\|2.82\|17.50\|18.73\|17.43\|992917;2026-05-14\|18.30\|0.55\|18.30\|18.87\|17.63\|992132;2026-05-15\|17.44\|-4.70\|18.20\|18.58\|17.23\|1083338;2026-05-18\|18.01\|3.27\|17.24\|18.47\|17.00\|947241;2026-05-19\|18.27\|1.44\|17.84\|18.44\|17.57\|612007;2026-05-20\|18.15\|-0.66\|17.98\|18.49\|17.67\|621704;2026-05-21\|18.30\|0.83\|19.15\|19.70\|18.30\|1574460;2026-05-22\|18.55\|1.37\|18.41\|18.95\|17.63\|990425;2026-05-25\|20.03\|7.98\|18.85\|20.29\|18.81\|1064046;2026-05-26\|19.67\|-1.80\|19.85\|20.99\|19.51\|1279463;2026-05-27\|18.97\|-3.56\|20.15\|20.50\|18.72\|1157563;2026-05-28\|19.12\|0.79\|18.81\|19.24\|17.93\|977184;2026-05-29\|17.93\|-6.22\|18.98\|19.27\|17.76\|883114;2026-06-01\|18.34\|2.29\|17.89\|19.30\|17.89\|897372;2026-06-02\|18.84\|2.73\|18.27\|19.06\|17.85\|810877;2026-06-03\|18.55\|-1.54\|18.80\|19.55\|18.20\|954645;2026-06-04\|19.74\|6.42\|18.30\|20.12\|18.10\|1228990;2026-06-05\|21.71\|9.98\|19.94\|21.71\|19.70\|1407316;2026-06-08\|22.05\|1.57\|21.11\|23.88\|21.11\|2125548;2026-06-09\|22.74\|3.13\|22.24\|22.95\|20.55\|1781058;2026-06-10\|20.68\|-9.06\|21.83\|21.90\|20.55\|1342209;2026-06-11\|20.59\|-0.44\|20.17\|21.44\|19.51\|1120477;2026-06-12\|19.00\|-7.72\|20.68\|21.33\|18.85\|1376249;2026-06-15\|20.48\|8.07\|19.26\|20.60\|19.00\|1099353;2026-06-16\|21.94\|7.13\|20.49\|22.08\|20.26\|1062701;2026-06-17\|24.13\|9.98\|21.80\|24.13\|21.70\|671931;2026-06-18\|23.32\|-3.36\|24.01\|24.61\|22.40\|1407080;2026-06-22\|25.65\|9.99\|25.18\|25.65\|24.82\|789741;2026-06-23\|25.61\|-0.16\|26.51\|27.17\|25.14\|1805374;2026-06-24\|27.85\|8.75\|25.35\|27.97\|24.71\|1667364;2026-06-25\|26.91\|-3.38\|27.80\|29.24\|26.55\|1693702;2026-06-26\|29.60\|10.00\|26.93\|29.60\|26.80\|1532902;2026-06-29\|31.48\|6.35\|30.99\|32.56\|29.48\|2448615;2026-06-30\|32.58\|3.49\|31.46\|33.67\|30.40\|2020287;2026-07-01\|29.65\|-8.99\|30.70\|31.47\|29.32\|1942252;2026-07-02\|26.75\|-9.78\|27.58\|28.70\|26.69\|1554293;2026-07-03\|25.39\|-5.08\|26.42\|26.74\|25.05\|1165983;2026-07-06\|23.55\|-7.25\|25.11\|26.08\|23.36\|1069394;2026-07-07\|23.48\|-0.30\|23.49\|24.27\|22.98\|763297;2026-07-08\|21.93\|-6.60\|23.48\|23.89\|21.78\|862613;2026-07-09\|23.33\|6.38\|22.30\|23.38\|21.81\|973899;2026-07-10\|22.13\|-5.14\|23.54\|24.35\|22.13\|1017406;2026-07-13\|19.92\|-9.99\|21.62\|21.98\|19.92\|888438;2026-07-14\|20.63\|3.56\|20.20\|20.85\|19.36\|701753;2026-07-15\|18.88\|-8.48\|21.00\|21.05\|18.85\|649082;2026-07-16\|17.62\|-6.67\|18.55\|18.96\|17.47\|751919;2026-07-17\|16.14\|-8.40\|17.62\|17.68\|15.99\|756430;2026-07-20\|14.61\|-9.48\|16.60\|16.73\|14.53\|821019;2026-07-21\|16.07\|9.99\|14.79\|16.07\|13.80\|880872;2026-07-22\|16.28\|1.31\|16.15\|17.25\|16.11\|1123798;2026-07-23\|16.23\|-0.31\|16.61\|17.03\|16.05\|797795;2026-07-24\|15.55\|-4.19\|15.90\|16.13\|15.38\|558530;2026-07-27\|16.39\|5.40\|15.56\|16.50\|15.22\|599968;2026-07-28\|16.03\|-2.20\|16.50\|17.11\|15.82\|858013;2026-07-29\|15.67\|-2.25\|15.80\|16.09\|14.97\|808483;2026-07-30\|14.81\|-5.49\|15.68\|15.87\|14.61\|715573;2026-07-31\|15.03\|1.49\|15.50\|16.09\|15.03\|767266;2026-08-03\|14.81\|-1.46\|14.80\|15.25\|14.66\|478876;2026-08-04\|16.01\|8.10\|15.05\|16.15\|14.98\|762155;2026-08-05\|17.08\|6.68\|15.80\|17.61\|15.80\|842986;2026-08-06\|17.57\|2.87\|16.90\|17.79\|16.77\|776427;2026-08-07\|18.20\|3.59\|17.61\|18.32\|17.49\|776981;2026-08-10\|17.86\|-1.87\|18.21\|18.30\|17.45\|629798;2026-08-11\|18.01\|0.84\|17.58\|18.59\|17.58\|680084;2026-08-12\|18.20\|1.05\|17.96\|18.30\|17.77\|430765;2026-08-13\|17.77\|-2.36\|18.31\|18.55\|17.76\|511883;2026-08-14\|18.59\|4.61\|17.81\|18.64\|17.65\|539225;2026-08-17\|19.24\|3.50\|18.60\|19.32\|18.52\|750088;2026-08-18\|19.58\|1.77\|19.24\|20.20\|19.10\|961983;2026-08-19\|18.03\|-7.92\|18.63\|19.40\|17.86\|830472;2026-08-20\|18.05\|0.11\|18.20\|18.55\|17.77\|546606;2026-08-21\|18.08\|0.17\|17.91\|18.24\|17.43\|481351;2026-08-24\|17.49\|-3.26\|18.08\|18.08\|16.96\|447565;2026-08-25\|17.81\|1.83\|17.08\|18.13\|16.61\|484545;2026-08-26\|17.45\|-2.02\|17.81\|17.85\|17.01\|428227;2026-08-27\|18.09\|3.67\|17.66\|18.35\|17.40\|531223;2026-08-28\|17.88\|-1.16\|18.07\|18.58\|17.83\|494333;2026-08-31\|18.39\|2.85\|17.41\|18.50\|17.39\|549776;2026-09-01\|17.64\|-4.08\|18.41\|18.43\|17.50\|489630;2026-09-02\|17.30\|-1.93\|17.41\|17.60\|17.18\|324331;2026-09-03\|17.28\|-0.12\|17.41\|17.68\|16.98\|345115;2026-09-04\|16.62\|-3.82\|17.39\|17.69\|16.46\|473745;2026-09-07\|17.13\|3.07\|16.78\|17.26\|16.71\|363902;2026-09-08\|16.80\|-1.93\|17.12\|17.38\|16.68\|352986;2026-09-09\|16.96\|0.95\|16.90\|17.40\|16.85\|434411;2026-09-10\|16.81\|-0.88\|16.78\|17.07\|16.54\|249691;2026-09-11\|16.61\|-1.19\|16.58\|16.89\|16.03\|345314;2026-09-14\|17.18\|3.43\|16.45\|17.28\|16.25\|410420
117166	康宁发布光学互连组件“玻璃桥”	玻璃基Micro LED+先进封装+LED超高清显行业原因：美股康宁昨日大涨10％，股价续创历史新高。康宁推出下一代玻璃光互连组件Glass Bridge，直接连接光子集成电路（PIC）与光纤。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日互动易，公司前期已实现PM驱动玻璃基Micro LED面板小批量试产，目前正在进一步升级玻璃基面板工艺技术，有序推进全新升级后的第四代Micro LED玻璃基超高清面板中试线的建设工作，用于未来135吋以上家庭巨幕显示墙等场景。 2、据2026年4月29日年报，公司基于COB的Micro LED显示技术结合了先进LED集成封装技术，该技术有很高的技术和资金门槛；据2026年6月18日互动易，公司的玻璃基封装技术应用于LED显示面板。 3、据2026年4月29日年报，公司主要从事LED超高清显示业务，是全球领先的LED超高清显示专家、全球COB新型显示技术领军企业，聚焦Micro LED核心技术，产品包括超高清家庭巨幕墙等。	中国领先的LED高科技产品及解决方案提供商；公司主要产品是Micro LED超高清大尺寸显示产品，主要应用领域是专用显示、商用显示、家用显示等场景，拥有正装COB、倒装COB、像素引擎COB以及PM驱动玻璃基Micro LED等系列超高清显示产品，在Micro LED显示领域具备极强的综合竞争优势	2026-05-11\|9.30\|2.76\|9.33\|9.68\|9.22\|353091;2026-05-12\|9.50\|2.15\|9.35\|9.53\|9.15\|390746;2026-05-13\|9.50\|0.00\|9.40\|9.67\|9.34\|384351;2026-05-14\|9.62\|1.26\|9.67\|9.77\|9.34\|581170;2026-05-15\|9.59\|-0.31\|9.50\|9.75\|9.16\|460145;2026-05-18\|9.28\|-3.23\|9.39\|9.54\|9.12\|351754;2026-05-19\|9.30\|0.22\|9.18\|9.40\|8.92\|297205;2026-05-20\|8.94\|-3.87\|9.25\|9.29\|8.80\|277179;2026-05-21\|9.98\|11.63\|9.51\|10.73\|9.51\|1113164;2026-05-22\|9.72\|-2.61\|9.97\|10.06\|9.31\|885902;2026-05-25\|10.40\|7.00\|9.70\|10.45\|9.56\|979821;2026-05-26\|11.40\|9.62\|10.10\|12.20\|10.01\|1245446;2026-05-27\|11.19\|-1.84\|11.45\|11.91\|10.90\|988147;2026-05-28\|10.78\|-3.66\|10.71\|11.12\|10.46\|776859;2026-05-29\|9.54\|-11.50\|10.71\|10.71\|9.43\|726406;2026-06-01\|9.65\|1.15\|9.36\|10.12\|9.32\|534605;2026-06-02\|9.41\|-2.49\|9.50\|9.53\|8.96\|432703;2026-06-03\|9.02\|-4.14\|9.24\|9.71\|8.88\|528727;2026-06-04\|8.77\|-2.77\|8.83\|9.05\|8.64\|439375;2026-06-05\|10.52\|19.95\|8.68\|10.52\|8.31\|879685;2026-06-08\|10.82\|2.85\|10.54\|11.43\|10.54\|1110759;2026-06-09\|10.97\|1.39\|11.13\|11.33\|10.46\|733272;2026-06-10\|10.80\|-1.55\|10.87\|11.03\|10.61\|476579;2026-06-11\|10.69\|-1.02\|10.61\|10.80\|10.23\|513502;2026-06-12\|9.95\|-6.92\|10.77\|10.85\|9.82\|563330;2026-06-15\|10.38\|4.32\|10.33\|10.58\|10.09\|465705;2026-06-16\|10.99\|5.88\|10.32\|11.10\|10.19\|747159;2026-06-17\|11.56\|5.19\|10.78\|11.98\|10.71\|851446;2026-06-18\|11.15\|-3.55\|11.08\|11.29\|10.85\|635398;2026-06-22\|11.95\|7.17\|11.15\|11.95\|10.99\|773911;2026-06-23\|11.08\|-7.28\|11.50\|11.64\|10.97\|539367;2026-06-24\|10.65\|-3.88\|10.81\|10.94\|10.31\|435637;2026-06-25\|10.11\|-5.07\|10.54\|10.74\|9.92\|463272;2026-06-26\|12.13\|19.98\|10.05\|12.13\|9.83\|1047480;2026-06-29\|12.45\|2.64\|12.87\|13.94\|12.13\|1268440;2026-06-30\|13.81\|10.92\|12.99\|14.17\|12.71\|1089883;2026-07-01\|13.11\|-5.07\|13.55\|13.62\|12.85\|816194;2026-07-02\|12.42\|-5.26\|12.68\|12.98\|12.15\|534711;2026-07-03\|12.18\|-1.93\|12.59\|12.91\|11.92\|468377;2026-07-06\|11.06\|-9.20\|12.10\|12.10\|10.90\|541684;2026-07-07\|10.74\|-2.89\|11.07\|11.49\|10.54\|415718;2026-07-08\|10.90\|1.49\|10.88\|11.28\|10.29\|579599;2026-07-09\|11.25\|3.21\|10.99\|11.34\|10.05\|655517;2026-07-10\|10.57\|-6.04\|11.01\|11.57\|10.57\|599732;2026-07-13\|8.92\|-15.61\|10.12\|10.18\|8.88\|559841;2026-07-14\|9.33\|4.60\|8.94\|9.42\|8.61\|449498;2026-07-15\|8.59\|-7.93\|9.34\|9.35\|8.52\|420738;2026-07-16\|8.17\|-4.89\|8.40\|8.68\|8.10\|349211;2026-07-17\|7.56\|-7.47\|8.16\|8.22\|7.46\|359756;2026-07-20\|7.02\|-7.14\|7.85\|7.86\|6.82\|358644;2026-07-21\|7.46\|6.27\|7.14\|7.47\|6.39\|427052;2026-07-22\|7.13\|-4.42\|7.38\|7.55\|7.12\|302836;2026-07-23\|7.23\|1.40\|7.13\|7.28\|6.99\|233049;2026-07-24\|6.89\|-4.70\|7.07\|7.17\|6.86\|197502;2026-07-27\|7.20\|4.50\|6.92\|7.20\|6.77\|232149;2026-07-28\|7.08\|-1.67\|7.08\|7.45\|7.02\|259254;2026-07-29\|7.25\|2.40\|7.10\|7.26\|6.78\|292133;2026-07-30\|6.88\|-5.10\|7.20\|7.24\|6.86\|246182;2026-07-31\|7.22\|4.94\|7.24\|7.44\|7.15\|312842;2026-08-03\|7.34\|1.66\|7.21\|7.34\|7.08\|212496;2026-08-04\|7.56\|3.00\|7.41\|7.60\|7.32\|271530;2026-08-05\|7.74\|2.38\|7.51\|7.83\|7.48\|302698;2026-08-06\|7.79\|0.65\|7.63\|7.89\|7.58\|273282;2026-08-07\|8.10\|3.98\|7.84\|8.29\|7.63\|483707;2026-08-10\|7.91\|-2.35\|8.11\|8.14\|7.78\|342235;2026-08-11\|7.74\|-2.15\|7.80\|7.84\|7.66\|233879;2026-08-12\|7.92\|2.33\|7.74\|7.92\|7.70\|214290;2026-08-13\|7.66\|-3.28\|7.96\|8.05\|7.66\|272317;2026-08-14\|7.70\|0.52\|7.70\|7.80\|7.54\|175007;2026-08-17\|7.96\|3.38\|7.70\|7.96\|7.63\|201764;2026-08-18\|8.12\|2.01\|7.91\|8.27\|7.91\|337792;2026-08-19\|7.52\|-7.39\|7.90\|7.96\|7.48\|249136;2026-08-20\|7.49\|-0.40\|7.65\|7.68\|7.42\|167888;2026-08-21\|7.73\|3.20\|7.39\|7.92\|7.24\|265636;2026-08-24\|7.44\|-3.75\|7.70\|7.75\|7.31\|196556;2026-08-25\|7.60\|2.15\|7.33\|7.67\|7.21\|172681;2026-08-26\|7.67\|0.92\|7.64\|7.75\|7.48\|157017;2026-08-27\|7.74\|0.91\|7.61\|7.81\|7.55\|191360;2026-08-28\|7.63\|-1.42\|7.80\|7.90\|7.63\|162332;2026-08-31\|7.85\|2.88\|7.56\|7.86\|7.47\|172904;2026-09-01\|7.85\|0.00\|7.84\|7.91\|7.69\|151372;2026-09-02\|7.79\|-0.76\|7.76\|7.85\|7.69\|127283;2026-09-03\|7.74\|-0.64\|7.83\|7.95\|7.71\|137788;2026-09-04\|7.56\|-2.33\|7.82\|7.90\|7.49\|205371;2026-09-07\|7.72\|2.12\|7.52\|7.76\|7.51\|147901;2026-09-08\|7.76\|0.52\|7.72\|7.90\|7.67\|139630;2026-09-09\|7.63\|-1.68\|7.84\|7.88\|7.61\|154316;2026-09-10\|7.55\|-1.05\|7.58\|7.67\|7.48\|118912;2026-09-11\|7.37\|-2.38\|7.46\|7.50\|7.20\|144461;2026-09-14\|7.49\|1.63\|7.36\|7.57\|7.22\|125333
117165	康宁发布光学互连组件“玻璃桥”	储能调频+消费电子+智能穿戴 1、据2026年5月13日机构调研，公司2026年确立“稳玻璃、强储能”双主业战略，山西偏关100MW储能调频电站已并网运营且指标领先，将推动125MW新项目在年内并网，累计规模将达225MW；公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务。 2、据2026年4月24日年报，公司主要从事玻璃防护屏的研发、生产和销售，产品广泛应用于智能手机、平板电脑、智能穿戴等终端，已成为京东方、三星显示等厂商的配套供应商，产品最终应用于华为、vivo、三星等知名品牌。 3、据2026年4月24日年报，公司智能穿戴类业务涉及玻璃盖板研发，已完成智能穿戴盖板玻璃肖特AS自制减薄工艺等研发项目，产品应用于智能穿戴等新一代智能终端。	1、公司是国内规模较大的专业玻璃防护屏供应商，产品最终应用于华为、vivo、OPPO、三星、小米、荣耀等知名品牌，并已成为京东方、三星显示等光电子器件制造商的配套供应商； 2、公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务	2026-05-11\|25.73\|0.78\|25.91\|26.25\|25.00\|61763;2026-05-12\|25.68\|-0.19\|25.67\|25.90\|24.80\|41560;2026-05-13\|26.51\|3.23\|25.68\|26.85\|25.21\|72275;2026-05-14\|25.79\|-2.72\|26.35\|26.39\|25.61\|41488;2026-05-15\|24.94\|-3.30\|25.58\|25.85\|24.82\|42095;2026-05-18\|24.42\|-2.08\|24.97\|25.24\|24.19\|40225;2026-05-19\|24.58\|0.66\|24.49\|24.70\|24.01\|33141;2026-05-20\|24.74\|0.65\|24.57\|24.90\|24.06\|32864;2026-05-21\|26.01\|5.13\|24.83\|27.30\|24.80\|136113;2026-05-22\|26.22\|0.81\|26.54\|26.84\|25.50\|121609;2026-05-25\|26.58\|1.37\|26.37\|26.98\|25.88\|82778;2026-05-26\|25.95\|-2.37\|26.32\|26.89\|25.55\|50246;2026-05-27\|25.18\|-2.97\|26.00\|26.13\|24.91\|52862;2026-05-28\|25.92\|2.94\|25.05\|26.10\|24.65\|53061;2026-05-29\|17.77\|-4.00\|18.51\|19.13\|17.58\|79301;2026-06-01\|17.51\|-1.46\|17.77\|18.79\|17.46\|76867;2026-06-02\|17.53\|0.11\|17.50\|17.88\|16.85\|68927;2026-06-03\|16.75\|-4.45\|17.50\|17.68\|16.55\|64180;2026-06-04\|16.33\|-2.51\|16.50\|17.68\|16.16\|85557;2026-06-05\|16.64\|1.90\|16.16\|17.25\|15.77\|92739;2026-06-08\|15.61\|-6.19\|17.00\|17.26\|15.58\|112639;2026-06-09\|16.01\|2.56\|15.80\|16.26\|15.27\|82234;2026-06-10\|16.00\|-0.06\|15.82\|16.58\|15.68\|72294;2026-06-11\|16.10\|0.62\|16.50\|16.80\|15.55\|75030;2026-06-12\|15.60\|-3.11\|16.30\|16.70\|15.56\|64651;2026-06-15\|15.84\|1.54\|15.68\|16.23\|15.50\|54988;2026-06-16\|16.60\|4.80\|15.83\|16.75\|15.45\|83595;2026-06-17\|16.23\|-2.23\|16.41\|17.08\|16.18\|78339;2026-06-18\|15.85\|-2.34\|16.31\|16.48\|15.84\|62170;2026-06-22\|15.65\|-1.26\|15.83\|16.00\|15.18\|77119;2026-06-23\|15.41\|-1.53\|15.50\|16.00\|15.28\|61276;2026-06-24\|15.39\|-0.13\|15.30\|15.90\|14.50\|101304;2026-06-25\|17.47\|13.52\|15.39\|17.80\|15.20\|194365;2026-06-26\|20.96\|19.98\|18.36\|20.96\|17.22\|446885;2026-06-29\|17.38\|-17.08\|19.88\|20.55\|17.26\|487201;2026-06-30\|19.40\|11.62\|18.00\|20.00\|17.80\|370517;2026-07-01\|19.38\|-0.10\|19.66\|19.99\|18.50\|276378;2026-07-02\|19.45\|0.36\|18.96\|20.12\|18.66\|211988;2026-07-03\|22.77\|17.07\|19.39\|23.34\|19.20\|360004;2026-07-06\|23.48\|3.12\|22.98\|24.39\|22.68\|278604;2026-07-07\|22.52\|-4.09\|23.37\|24.30\|22.31\|157682;2026-07-08\|21.72\|-3.55\|22.35\|23.42\|21.30\|153878;2026-07-09\|21.59\|-0.60\|21.32\|21.82\|20.54\|178566;2026-07-10\|20.60\|-4.59\|21.38\|21.76\|20.13\|166044;2026-07-13\|16.89\|-18.01\|20.21\|20.32\|16.50\|211030;2026-07-14\|16.90\|0.06\|16.80\|17.60\|16.21\|121482;2026-07-15\|15.84\|-6.27\|16.62\|17.28\|15.69\|116843;2026-07-16\|15.36\|-3.03\|15.41\|16.23\|15.17\|108577;2026-07-17\|13.35\|-13.09\|15.24\|15.34\|13.18\|155378;2026-07-20\|12.65\|-5.24\|13.63\|14.59\|12.21\|174674;2026-07-21\|14.23\|12.49\|12.70\|14.36\|11.22\|215565;2026-07-22\|13.77\|-3.23\|14.00\|14.53\|13.65\|122400;2026-07-23\|13.45\|-2.32\|13.77\|13.92\|13.14\|83587;2026-07-24\|13.01\|-3.27\|13.28\|13.39\|12.83\|55640;2026-07-27\|13.52\|3.92\|13.04\|13.60\|12.80\|68677;2026-07-28\|12.95\|-4.22\|13.25\|13.69\|12.88\|76204;2026-07-29\|13.00\|0.39\|13.00\|13.12\|12.43\|84799;2026-07-30\|12.28\|-5.54\|13.01\|13.07\|12.05\|96010;2026-07-31\|12.74\|3.75\|12.83\|13.22\|12.70\|78327;2026-08-03\|13.23\|3.85\|12.78\|13.27\|12.56\|75300;2026-08-04\|13.75\|3.93\|13.23\|13.92\|13.21\|84657;2026-08-05\|14.75\|7.27\|13.70\|14.85\|13.69\|103883;2026-08-06\|15.47\|4.88\|14.62\|15.83\|14.41\|111664;2026-08-07\|17.27\|11.64\|15.61\|17.41\|15.50\|141658;2026-08-10\|20.72\|19.98\|17.50\|20.72\|17.33\|269869;2026-08-11\|22.03\|6.32\|20.48\|22.28\|20.02\|277826;2026-08-12\|22.65\|2.81\|22.16\|23.19\|22.02\|237911;2026-08-13\|21.41\|-5.47\|23.00\|23.41\|21.31\|313999;2026-08-14\|21.00\|-1.92\|21.74\|21.90\|19.70\|232031;2026-08-17\|22.23\|5.86\|21.19\|22.30\|21.19\|179451;2026-08-18\|22.13\|-0.45\|22.24\|22.32\|21.63\|114544;2026-08-19\|19.91\|-10.03\|21.57\|21.69\|19.81\|138042;2026-08-20\|20.34\|2.16\|20.10\|21.28\|19.63\|118302;2026-08-21\|20.60\|1.28\|20.23\|20.98\|19.52\|109477;2026-08-24\|18.17\|-11.80\|20.40\|20.40\|17.65\|254909;2026-08-25\|17.86\|-1.71\|17.99\|18.35\|17.55\|139436;2026-08-26\|17.37\|-2.74\|17.69\|17.92\|16.89\|112379;2026-08-27\|17.39\|0.12\|17.60\|17.62\|17.06\|122245;2026-08-28\|17.82\|2.47\|17.39\|18.32\|17.10\|143041;2026-08-31\|17.99\|0.95\|17.39\|18.09\|17.21\|105692;2026-09-01\|18.04\|0.28\|17.94\|18.16\|17.50\|97314;2026-09-02\|18.29\|1.39\|17.75\|18.39\|17.18\|93615;2026-09-03\|17.92\|-2.02\|18.39\|18.58\|17.51\|109723;2026-09-04\|17.49\|-2.40\|18.09\|18.32\|17.21\|75133;2026-09-07\|18.27\|4.46\|17.73\|18.58\|17.18\|102156;2026-09-08\|18.11\|-0.88\|18.48\|19.44\|18.06\|96362;2026-09-09\|17.76\|-1.93\|18.14\|18.38\|17.55\|81803;2026-09-10\|17.44\|-1.80\|17.53\|17.64\|17.23\|44667;2026-09-11\|16.71\|-4.19\|17.35\|17.35\|15.93\|94929;2026-09-14\|17.18\|2.81\|16.99\|17.40\|16.34\|75027
117164	康宁发布光学互连组件“玻璃桥”	玻璃基板封装+MED电子纸+触摸屏龙头行业原因： 1、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。 2、5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。公司原因： 1、据2026年6月15日互动易，公司自主及合作开发出扇出型面板级封装FOPLP技术、玻璃通孔TGV技术，制作出线宽线距为15μm/15μm的FCBGA载板等工程样品，2025年TGV技术成功实现8：1的孔径比，2026年继续积极推进玻璃基面板级封装载板技术的深入开发。 2、据2026年6月8日投资者关系活动记录表，公司MED项目核心进口设备已陆续到货并安装调试，部分设备已完成冷运行并逐步开展工艺调试，力争2026年9月底前实现产线的产品点亮。 3、据2025年年度报告，公司拥有国内目前唯一一条批量生产的第5代触摸屏生产线，是全球笔记本电脑用触摸屏细分市场的龙头厂商，车载盖板玻璃出货量国内领先。	公司正利用现有产线资源与合作方共同研发玻璃封装载板及TGV（玻璃通孔）技术，但相关产品目前仍处于工程样品阶段，暂未实现产业化生产	2026-05-11\|11.13\|0.82\|11.07\|11.14\|10.99\|136116;2026-05-12\|11.00\|-1.17\|11.05\|11.13\|10.96\|109550;2026-05-13\|11.28\|2.55\|11.00\|11.34\|10.92\|157051;2026-05-14\|10.98\|-2.66\|11.27\|11.28\|10.98\|154367;2026-05-15\|10.76\|-2.00\|10.95\|11.10\|10.66\|156517;2026-05-18\|10.86\|0.93\|10.73\|10.93\|10.62\|94287;2026-05-19\|11.07\|1.93\|10.79\|11.08\|10.69\|125279;2026-05-20\|10.93\|-1.26\|10.99\|11.07\|10.78\|102598;2026-05-21\|10.80\|-1.19\|11.14\|11.58\|10.77\|245917;2026-05-22\|11.41\|5.65\|10.94\|11.44\|10.73\|257872;2026-05-25\|11.86\|3.94\|11.40\|12.22\|11.34\|348761;2026-05-26\|11.95\|0.76\|11.77\|12.09\|11.65\|338057;2026-05-27\|12.27\|2.68\|11.98\|12.33\|11.68\|462385;2026-05-28\|12.40\|1.06\|12.01\|12.78\|11.95\|492179;2026-05-29\|11.65\|-6.05\|12.41\|12.45\|11.54\|365772;2026-06-01\|11.90\|2.15\|11.65\|12.50\|11.63\|329559;2026-06-02\|12.09\|1.60\|11.95\|12.30\|11.83\|305031;2026-06-03\|12.43\|2.81\|11.99\|12.99\|11.97\|493960;2026-06-04\|12.83\|3.22\|12.26\|12.94\|12.19\|495114;2026-06-05\|13.52\|5.38\|12.68\|14.06\|12.64\|815064;2026-06-08\|13.09\|-3.18\|13.00\|13.75\|12.74\|625253;2026-06-09\|13.24\|1.15\|13.28\|13.28\|12.60\|460454;2026-06-10\|13.21\|-0.23\|13.01\|13.74\|12.93\|488710;2026-06-11\|12.59\|-4.69\|13.01\|13.01\|12.47\|413179;2026-06-12\|12.16\|-3.42\|12.83\|13.06\|12.02\|411632;2026-06-15\|13.38\|10.03\|12.30\|13.38\|12.21\|389635;2026-06-16\|13.54\|1.20\|13.35\|13.72\|13.10\|545854;2026-06-17\|14.78\|9.97\|13.36\|14.78\|13.33\|418624;2026-06-18\|14.07\|-4.80\|14.84\|14.99\|13.84\|822217;2026-06-22\|15.15\|7.68\|14.36\|15.48\|14.35\|955192;2026-06-23\|14.29\|-5.68\|15.00\|15.20\|14.15\|643443;2026-06-24\|14.08\|-1.47\|14.18\|14.27\|13.68\|456746;2026-06-25\|14.20\|0.85\|14.12\|15.05\|14.09\|621558;2026-06-26\|15.62\|10.00\|14.09\|15.62\|14.02\|564996;2026-06-29\|15.93\|1.98\|16.39\|16.58\|15.50\|1064169;2026-06-30\|17.52\|9.98\|15.85\|17.52\|15.68\|401525;2026-07-01\|18.05\|3.03\|17.35\|18.35\|16.37\|1176465;2026-07-02\|16.25\|-9.97\|16.90\|17.17\|16.25\|761572;2026-07-03\|14.63\|-9.97\|15.41\|15.70\|14.63\|605155;2026-07-06\|13.17\|-9.98\|14.31\|14.38\|13.17\|656762;2026-07-07\|12.51\|-5.01\|12.94\|13.05\|12.32\|469775;2026-07-08\|11.59\|-7.35\|12.41\|12.61\|11.57\|480267;2026-07-09\|12.08\|4.23\|11.83\|12.13\|11.22\|557624;2026-07-10\|11.64\|-3.64\|12.06\|12.50\|11.64\|496619;2026-07-13\|10.60\|-8.93\|11.43\|11.64\|10.52\|420054;2026-07-14\|11.00\|3.77\|10.69\|11.04\|10.50\|327042;2026-07-15\|10.54\|-4.18\|11.12\|11.12\|10.50\|273590;2026-07-16\|10.32\|-2.09\|10.38\|10.60\|10.26\|216886;2026-07-17\|10.11\|-2.03\|10.32\|10.49\|10.03\|248217;2026-07-20\|9.49\|-6.13\|10.26\|10.29\|9.22\|295483;2026-07-21\|9.96\|4.95\|9.50\|9.99\|9.00\|323676;2026-07-22\|9.44\|-5.22\|9.90\|10.00\|9.41\|293582;2026-07-23\|9.64\|2.12\|9.42\|9.68\|9.29\|218760;2026-07-24\|9.34\|-3.11\|9.49\|9.60\|9.24\|160792;2026-07-27\|9.66\|3.43\|9.34\|9.66\|9.26\|164527;2026-07-28\|9.53\|-1.35\|9.54\|9.80\|9.50\|191582;2026-07-29\|9.81\|2.94\|9.47\|9.83\|9.33\|213899;2026-07-30\|9.72\|-0.92\|9.68\|9.86\|9.52\|220029;2026-07-31\|9.82\|1.03\|10.01\|10.13\|9.81\|291323;2026-08-03\|9.85\|0.31\|9.73\|9.85\|9.65\|149351;2026-08-04\|10.14\|2.94\|9.89\|10.15\|9.83\|223929;2026-08-05\|10.49\|3.45\|10.06\|10.59\|10.05\|302773;2026-08-06\|10.44\|-0.48\|10.37\|10.52\|10.25\|245776;2026-08-07\|10.64\|1.92\|10.38\|10.68\|10.34\|250723;2026-08-10\|10.48\|-1.50\|10.60\|10.60\|10.35\|187152;2026-08-11\|10.35\|-1.24\|10.40\|10.53\|10.31\|164341;2026-08-12\|10.62\|2.61\|10.34\|10.63\|10.32\|186823;2026-08-13\|10.35\|-2.54\|10.70\|10.71\|10.35\|146315;2026-08-14\|10.45\|0.97\|10.34\|10.46\|10.26\|130090;2026-08-17\|10.70\|2.39\|10.44\|10.70\|10.33\|183610;2026-08-18\|10.84\|1.31\|10.69\|11.03\|10.63\|266768;2026-08-19\|10.17\|-6.18\|10.55\|10.73\|10.10\|241610;2026-08-20\|10.21\|0.39\|10.35\|10.36\|10.11\|124831;2026-08-21\|10.22\|0.10\|10.12\|10.27\|9.80\|138059;2026-08-24\|10.16\|-0.59\|10.20\|10.33\|9.90\|136671;2026-08-25\|10.29\|1.28\|10.00\|10.34\|9.89\|120053;2026-08-26\|10.30\|0.10\|10.31\|10.39\|10.12\|99815;2026-08-27\|10.52\|2.14\|10.24\|10.56\|10.24\|123491;2026-08-28\|10.43\|-0.86\|10.48\|10.62\|10.40\|104417;2026-08-31\|10.54\|1.05\|10.30\|10.55\|10.16\|128702;2026-09-01\|10.41\|-1.23\|10.53\|10.58\|10.34\|105994;2026-09-02\|10.93\|5.00\|10.28\|11.12\|10.27\|425053;2026-09-03\|10.97\|0.37\|11.14\|11.26\|10.79\|292837;2026-09-04\|10.72\|-2.28\|11.01\|11.15\|10.63\|237629;2026-09-07\|10.79\|0.65\|10.78\|10.93\|10.70\|138218;2026-09-08\|10.75\|-0.37\|10.83\|11.04\|10.66\|153588;2026-09-09\|11.10\|3.26\|10.80\|11.25\|10.74\|264541;2026-09-10\|10.80\|-2.70\|11.00\|11.02\|10.75\|167190;2026-09-11\|11.15\|3.24\|10.65\|11.20\|10.57\|272073;2026-09-14\|11.58\|3.86\|11.18\|11.60\|11.05\|434413
117163	康宁发布光学互连组件“玻璃桥”	玻璃晶圆+微棱镜量产+AR/VR拓展行业原因：报道称，苹果公司已开始测试先进的玻璃基板，用于代号为“Baltra”的AI服务器芯片。公司原因： 1、据2025年半年度报告，公司持续开展微棱镜、旋涂、玻璃晶圆、微纳光学半导体光刻、光学盖板等项目研发。公司红外截止滤光片、生物识别滤光片基石业务稳健，新产品微棱镜实现稳定量产。 2、据2025年8月19日互动易，公司正积极拓展与下游光波导模组厂商及终端厂商合作。 3、据2025年半年度报告，公司与舜宇光学、丘钛科技、欧菲光等国内主要摄像头模组厂商及日本旭硝子等全球光学玻璃企业保持长期稳定合作，客户资源优势显著。	公司表示拓展TGV技术在光学领域的应用	2026-05-11\|18.39\|2.28\|18.26\|19.09\|18.13\|274416;2026-05-12\|18.85\|2.50\|18.20\|19.18\|18.10\|266306;2026-05-13\|18.77\|-0.42\|18.53\|19.38\|18.50\|253947;2026-05-14\|19.27\|2.66\|18.89\|19.76\|18.65\|327804;2026-05-15\|18.25\|-5.29\|19.08\|19.16\|18.07\|303699;2026-05-18\|18.36\|0.60\|17.98\|18.49\|17.88\|162116;2026-05-19\|18.57\|1.14\|18.25\|18.59\|17.80\|139216;2026-05-20\|18.26\|-1.67\|18.39\|18.50\|18.00\|109762;2026-05-21\|19.69\|7.83\|20.09\|20.09\|19.30\|200021;2026-05-22\|18.98\|-3.61\|19.10\|19.39\|17.83\|474189;2026-05-25\|19.10\|0.63\|19.31\|19.49\|18.75\|304616;2026-05-26\|19.72\|3.25\|18.97\|19.92\|18.69\|383764;2026-05-27\|19.88\|0.81\|19.71\|20.87\|19.32\|413922;2026-05-28\|19.81\|-0.35\|19.57\|20.68\|19.46\|357218;2026-05-29\|18.48\|-6.71\|19.79\|19.89\|18.32\|314733;2026-06-01\|19.00\|2.81\|18.34\|19.90\|18.33\|230930;2026-06-02\|20.90\|10.00\|18.51\|20.90\|18.36\|291185;2026-06-03\|20.29\|-2.92\|20.85\|21.06\|20.00\|465896;2026-06-04\|20.50\|1.03\|19.81\|20.83\|19.55\|420960;2026-06-05\|21.65\|6.13\|19.80\|22.39\|19.70\|558260;2026-06-08\|20.59\|-4.90\|20.70\|22.02\|20.20\|435992;2026-06-09\|20.86\|1.31\|21.01\|21.20\|19.76\|356342;2026-06-10\|21.35\|2.35\|20.07\|21.56\|19.20\|485433;2026-06-11\|19.22\|-9.98\|20.45\|20.65\|19.22\|305678;2026-06-12\|17.30\|-9.99\|18.28\|18.69\|17.30\|185056;2026-06-15\|17.43\|0.75\|16.22\|17.84\|16.22\|420828;2026-06-16\|17.87\|2.52\|17.42\|18.27\|16.66\|363936;2026-06-17\|18.50\|3.53\|17.62\|19.18\|17.53\|383929;2026-06-18\|17.29\|-6.54\|18.40\|18.40\|17.26\|353284;2026-06-22\|17.01\|-1.62\|17.50\|17.86\|16.68\|283544;2026-06-23\|18.71\|9.99\|17.07\|18.71\|17.07\|381694;2026-06-24\|18.01\|-3.74\|18.52\|18.70\|17.52\|379034;2026-06-25\|17.58\|-2.39\|18.80\|19.00\|17.38\|357550;2026-06-26\|19.34\|10.01\|17.80\|19.34\|17.45\|539605;2026-06-29\|20.96\|8.38\|20.01\|21.27\|19.80\|688086;2026-06-30\|21.98\|4.87\|19.95\|22.36\|19.95\|646849;2026-07-01\|20.66\|-6.01\|20.85\|21.18\|20.06\|486271;2026-07-02\|18.79\|-9.05\|19.53\|19.81\|18.59\|407744;2026-07-03\|17.61\|-6.28\|18.53\|18.74\|17.50\|301328;2026-07-06\|16.22\|-7.89\|17.62\|17.73\|16.20\|280592;2026-07-07\|15.56\|-4.07\|16.00\|16.32\|15.37\|194170;2026-07-08\|14.78\|-5.01\|15.45\|15.60\|14.71\|176721;2026-07-09\|14.80\|0.14\|14.82\|15.37\|14.17\|192779;2026-07-10\|14.40\|-2.70\|14.66\|15.16\|14.40\|218845;2026-07-13\|13.38\|-7.08\|14.40\|14.50\|13.30\|171862;2026-07-14\|13.60\|1.64\|13.36\|13.64\|13.03\|144158;2026-07-15\|13.18\|-3.09\|13.68\|13.77\|13.17\|129226;2026-07-16\|13.00\|-1.37\|13.00\|13.44\|12.96\|119114;2026-07-17\|12.03\|-7.46\|13.00\|13.04\|11.98\|161254;2026-07-20\|11.20\|-6.90\|12.25\|12.32\|10.96\|174273;2026-07-21\|11.85\|5.80\|11.29\|11.85\|10.42\|208702;2026-07-22\|11.53\|-2.70\|11.65\|11.88\|11.50\|134761;2026-07-23\|11.75\|1.91\|11.53\|11.76\|11.42\|91742;2026-07-24\|11.49\|-2.21\|11.59\|11.70\|11.30\|78237;2026-07-27\|11.95\|4.00\|11.33\|11.98\|11.33\|104399;2026-07-28\|11.99\|0.33\|11.77\|12.35\|11.75\|110655;2026-07-29\|12.03\|0.33\|11.88\|12.04\|11.60\|96322;2026-07-30\|11.61\|-3.49\|11.95\|12.06\|11.56\|89162;2026-07-31\|11.93\|2.76\|12.24\|12.24\|11.92\|104348;2026-08-03\|12.13\|1.68\|11.96\|12.15\|11.88\|73299;2026-08-04\|12.60\|3.87\|12.20\|12.69\|12.17\|103770;2026-08-05\|12.97\|2.94\|12.62\|13.04\|12.52\|120906;2026-08-06\|13.15\|1.39\|12.90\|13.20\|12.82\|113286;2026-08-07\|13.37\|1.67\|13.16\|13.38\|12.91\|108416;2026-08-10\|13.25\|-0.90\|13.40\|13.45\|12.95\|87664;2026-08-11\|13.03\|-1.66\|13.06\|13.15\|12.80\|125124;2026-08-12\|13.22\|1.46\|13.02\|13.24\|12.96\|75958;2026-08-13\|12.86\|-2.72\|13.32\|13.37\|12.86\|84827;2026-08-14\|13.04\|1.40\|12.90\|13.07\|12.81\|68593;2026-08-17\|13.31\|2.07\|13.16\|13.32\|12.91\|76173;2026-08-18\|13.55\|1.80\|13.25\|13.90\|13.23\|201689;2026-08-19\|12.83\|-5.31\|13.00\|13.44\|12.80\|157998;2026-08-20\|12.74\|-0.70\|13.02\|13.11\|12.64\|87858;2026-08-21\|12.80\|0.47\|12.60\|12.89\|12.39\|78155;2026-08-24\|12.44\|-2.81\|12.76\|12.86\|12.24\|63505;2026-08-25\|12.70\|2.09\|12.40\|12.77\|12.14\|66974;2026-08-26\|12.57\|-1.02\|12.71\|12.74\|12.36\|52954;2026-08-27\|12.78\|1.67\|12.62\|12.82\|12.56\|57182;2026-08-28\|12.94\|1.25\|12.75\|13.16\|12.72\|70572;2026-08-31\|13.20\|2.01\|12.86\|13.23\|12.77\|68019;2026-09-01\|13.13\|-0.53\|13.25\|13.28\|12.99\|60221;2026-09-02\|13.05\|-0.61\|12.95\|13.13\|12.88\|45770;2026-09-03\|13.00\|-0.38\|13.03\|13.26\|12.88\|53961;2026-09-04\|12.82\|-1.38\|13.05\|13.18\|12.72\|62608;2026-09-07\|12.96\|1.09\|12.77\|13.04\|12.77\|46312;2026-09-08\|13.28\|2.47\|12.90\|13.50\|12.90\|116599;2026-09-09\|13.07\|-1.58\|13.25\|13.35\|12.99\|75747;2026-09-10\|12.83\|-1.84\|13.01\|13.01\|12.72\|49666;2026-09-11\|12.86\|0.23\|12.61\|13.00\|12.52\|68982;2026-09-14\|13.17\|2.41\|12.76\|13.24\|12.60\|79273
117053	其它归类	工业污水处理+智慧水务+控制权变更 1、据2026年4月29日年报，公司聚焦工业污水处理和优质供水主营业务，深耕高难度难降解工业污水技术，拥有异相类芬顿、微氧低耗高浓度活性污泥法等核心技术，并以BOT、ROT、EPC等组合模式为客户提供系统化服务。 2、据2026年6月2日互动易，公司控股股东、实际控制人控制权变更事宜仍在持续推进中，该事项此前已披露拟发生变更的提示性公告。 3、据2026年5月22日业绩说明会及2025年年报，公司发展战略包括利用鸿蒙数字基座赋能，发展智慧水务、智能装备制造等新质生产力，并已构建“Hy-smart”智慧水务系统，运用数字孪生技术提供智慧化管理解决方案。	公司专注深海资源开发装备，覆盖油气开采、海水淡化及环保处理，技术适配高压环境	2026-05-11\|14.31\|3.77\|13.82\|14.41\|13.82\|102928;2026-05-12\|14.37\|0.42\|14.22\|14.75\|14.15\|99203;2026-05-13\|14.82\|3.13\|14.33\|14.90\|14.30\|95290;2026-05-14\|14.26\|-3.78\|14.90\|14.92\|14.23\|71465;2026-05-15\|14.61\|2.45\|14.23\|15.00\|14.16\|107478;2026-05-18\|14.34\|-1.85\|14.51\|14.61\|14.15\|65043;2026-05-19\|14.51\|1.19\|14.34\|14.59\|13.96\|61934;2026-05-20\|14.34\|-1.17\|14.44\|14.57\|14.19\|48680;2026-05-21\|13.55\|-5.51\|14.27\|14.45\|13.54\|56919;2026-05-22\|13.61\|0.44\|13.59\|13.86\|13.39\|62736;2026-05-25\|13.28\|-2.42\|13.64\|14.38\|13.25\|79985;2026-05-26\|12.92\|-2.71\|13.24\|13.25\|12.76\|63233;2026-05-27\|12.41\|-3.95\|12.85\|12.92\|12.22\|56136;2026-05-28\|12.52\|0.89\|12.48\|12.57\|12.04\|52007;2026-05-29\|11.91\|-4.87\|12.41\|12.56\|11.85\|44961;2026-06-01\|12.34\|3.61\|11.92\|12.71\|11.86\|68850;2026-06-02\|12.18\|-1.30\|12.40\|12.45\|11.94\|47742;2026-06-03\|11.80\|-3.12\|12.17\|12.20\|11.72\|43936;2026-06-04\|11.57\|-1.95\|11.68\|11.87\|11.45\|35611;2026-06-05\|11.81\|2.07\|11.62\|11.96\|11.33\|46451;2026-06-08\|11.70\|-0.93\|11.40\|12.17\|11.20\|50274;2026-06-09\|11.56\|-1.20\|11.80\|11.92\|11.45\|38510;2026-06-10\|11.28\|-2.42\|11.48\|11.67\|10.99\|39427;2026-06-11\|11.03\|-2.22\|11.20\|11.35\|10.89\|29118;2026-06-12\|11.29\|2.36\|11.23\|11.42\|10.97\|39737;2026-06-15\|11.29\|0.00\|11.29\|11.60\|11.10\|36689;2026-06-16\|11.43\|1.24\|11.26\|11.68\|11.12\|48784;2026-06-17\|11.00\|-3.76\|11.53\|11.85\|10.97\|62122;2026-06-18\|10.83\|-1.55\|10.99\|11.08\|10.61\|46125;2026-06-22\|11.11\|2.59\|10.69\|11.13\|10.40\|59909;2026-06-23\|13.33\|19.98\|11.08\|13.33\|10.97\|209511;2026-06-24\|13.20\|-0.98\|13.45\|14.42\|13.05\|240441;2026-06-25\|14.57\|10.38\|13.72\|14.68\|13.48\|207451;2026-06-26\|14.02\|-3.77\|14.46\|14.90\|13.71\|156988;2026-06-29\|12.93\|-7.77\|14.18\|14.25\|12.72\|125924;2026-06-30\|12.85\|-0.62\|12.88\|13.04\|12.43\|103613;2026-07-01\|12.86\|0.08\|12.81\|13.44\|12.41\|130842;2026-07-02\|12.23\|-4.90\|12.80\|13.17\|12.20\|87854;2026-07-03\|12.22\|-0.08\|12.36\|12.80\|12.03\|89304;2026-07-06\|12.69\|3.85\|11.76\|13.03\|11.57\|159912;2026-07-07\|13.08\|3.07\|12.60\|13.99\|12.53\|188899;2026-07-08\|12.59\|-3.75\|13.06\|13.29\|12.53\|114897;2026-07-09\|13.35\|6.04\|12.58\|13.52\|12.47\|146332;2026-07-10\|13.56\|1.57\|13.31\|13.95\|12.96\|122981;2026-07-13\|11.84\|-12.68\|13.48\|13.79\|11.77\|117383;2026-07-14\|11.75\|-0.76\|11.94\|12.01\|11.03\|98958;2026-07-15\|12.00\|2.13\|11.72\|12.30\|11.55\|77718;2026-07-16\|11.81\|-1.58\|12.00\|12.10\|11.70\|61810;2026-07-17\|10.76\|-8.89\|11.81\|11.95\|10.59\|80525;2026-07-20\|9.32\|-13.38\|10.67\|10.99\|9.08\|155538;2026-07-21\|9.40\|0.86\|9.45\|9.50\|8.55\|133826;2026-07-22\|9.16\|-2.55\|9.26\|9.49\|9.07\|76346;2026-07-23\|9.72\|6.11\|9.16\|9.76\|9.07\|86597;2026-07-24\|9.33\|-4.01\|9.61\|9.71\|9.22\|63200;2026-07-27\|9.60\|2.89\|9.30\|9.67\|9.16\|44396;2026-07-28\|9.58\|-0.21\|9.58\|9.84\|9.49\|43318;2026-07-29\|9.85\|2.82\|9.47\|9.92\|9.47\|69996;2026-07-30\|9.63\|-2.23\|9.89\|10.30\|9.59\|66789;2026-07-31\|9.92\|3.01\|9.78\|10.10\|9.78\|48013;2026-08-03\|10.39\|4.74\|10.02\|10.43\|9.94\|54768;2026-08-04\|10.48\|0.87\|10.49\|10.67\|10.33\|43728;2026-08-05\|10.63\|1.43\|10.49\|10.72\|10.45\|36162;2026-08-06\|11.43\|7.53\|10.61\|11.54\|10.60\|121977;2026-08-07\|11.83\|3.50\|11.48\|11.95\|10.98\|112823;2026-08-10\|11.78\|-0.42\|11.83\|11.93\|11.44\|59750;2026-08-11\|11.82\|0.34\|11.78\|12.03\|11.54\|39226;2026-08-12\|11.92\|0.85\|11.89\|12.10\|11.82\|43624;2026-08-13\|11.77\|-1.26\|11.89\|12.15\|11.72\|48824;2026-08-14\|11.95\|1.53\|11.82\|12.02\|11.62\|45787;2026-08-17\|12.20\|2.09\|12.11\|12.31\|11.93\|39284;2026-08-18\|12.06\|-1.15\|12.12\|12.32\|11.92\|33494;2026-08-19\|11.43\|-5.22\|12.00\|12.00\|11.31\|45488;2026-08-20\|11.53\|0.87\|11.43\|11.60\|11.24\|37289;2026-08-21\|11.57\|0.35\|11.40\|11.58\|11.32\|41560;2026-08-24\|11.66\|0.78\|11.49\|11.84\|11.21\|48112;2026-08-25\|12.13\|4.03\|11.55\|12.24\|11.38\|68226;2026-08-26\|12.64\|4.20\|12.12\|12.73\|12.07\|73545;2026-08-27\|11.99\|-5.14\|12.79\|12.79\|11.78\|81752;2026-08-28\|12.20\|1.75\|12.02\|12.47\|11.96\|62970;2026-08-31\|12.15\|-0.41\|12.14\|12.26\|11.95\|38064;2026-09-01\|12.41\|2.14\|12.12\|12.49\|12.12\|37195;2026-09-02\|12.60\|1.53\|12.35\|12.69\|12.26\|45230;2026-09-03\|13.49\|7.06\|12.57\|13.87\|12.35\|152352;2026-09-04\|14.66\|8.67\|13.80\|14.79\|13.80\|208900;2026-09-07\|14.99\|2.25\|14.93\|15.44\|14.38\|194845;2026-09-08\|13.55\|-9.61\|15.05\|15.05\|12.45\|376065;2026-09-09\|12.91\|-4.72\|12.80\|14.09\|12.62\|281618;2026-09-10\|13.16\|1.94\|12.80\|14.05\|12.46\|286127;2026-09-11\|12.52\|-4.86\|13.08\|13.08\|12.18\|210757;2026-09-14\|12.08\|-3.51\|12.29\|12.54\|12.01\|134043
117052	其它归类	氢煤混烧突破+央企 1、据证券时报，6月7日，龙源技术依托“40兆瓦锅炉洁净燃烧工程实验室”搭建的大容量氢煤混烧中试试验装置，首次实现了50%绿氢大比例掺烧以及100%纯氢燃烧，标志着我国在燃煤锅炉绿色零碳燃料替代利用领域迈入世界领先行列。 2、据2026年5月15日互动易，公司正积极推进掺氢/混氨燃烧、熔盐储能、电锅炉调峰等前沿技术产业化，公司正从电力装备企业稳步迈向能源科技企业。 3、公司控股股东为国家能源集团科技环保有限公司，最终控制人为国务院国有资产监督管理委员会。	公司依托“40兆瓦锅炉洁净燃烧工程实验室”搭建的大容量氢煤混烧中试试验装置，首次实现了50%绿氢大比例掺烧以及100%纯氢燃烧，标志着我国在燃煤锅炉绿色零碳燃料替代利用领域迈入世界领先行列	2026-05-11\|6.93\|0.43\|6.90\|7.00\|6.88\|67690;2026-05-12\|6.81\|-1.73\|6.89\|6.95\|6.79\|64482;2026-05-13\|6.96\|2.20\|6.80\|7.03\|6.79\|117226;2026-05-14\|6.73\|-3.30\|6.97\|6.97\|6.72\|98679;2026-05-15\|6.65\|-1.19\|6.71\|6.77\|6.61\|75862;2026-05-18\|6.71\|0.90\|6.60\|6.73\|6.60\|74439;2026-05-19\|6.88\|2.53\|6.67\|6.89\|6.67\|85746;2026-05-20\|6.73\|-2.18\|6.82\|6.87\|6.67\|71589;2026-05-21\|6.50\|-3.42\|6.73\|6.82\|6.48\|90824;2026-05-22\|6.74\|3.69\|6.51\|6.77\|6.42\|102459;2026-05-25\|6.73\|2.12\|6.63\|6.81\|6.58\|91138;2026-05-26\|6.40\|-4.90\|6.70\|6.70\|6.32\|92127;2026-05-27\|6.23\|-2.66\|6.39\|6.44\|6.16\|86408;2026-05-28\|6.33\|1.61\|6.25\|6.35\|6.14\|67099;2026-05-29\|6.15\|-2.84\|6.35\|6.35\|6.10\|77702;2026-06-01\|6.33\|2.93\|6.15\|6.38\|6.11\|61900;2026-06-02\|6.18\|-2.37\|6.32\|6.33\|6.11\|67475;2026-06-03\|6.05\|-2.10\|6.20\|6.20\|6.02\|65268;2026-06-04\|5.94\|-1.82\|6.00\|6.08\|5.87\|67487;2026-06-05\|5.98\|0.67\|5.90\|6.08\|5.77\|68337;2026-06-08\|7.18\|20.07\|6.67\|7.18\|6.50\|245598;2026-06-09\|7.17\|-0.14\|7.55\|7.95\|7.01\|654194;2026-06-10\|6.86\|-4.32\|7.02\|7.06\|6.76\|353687;2026-06-11\|6.62\|-3.50\|6.81\|7.26\|6.57\|350482;2026-06-12\|6.79\|2.57\|6.69\|6.87\|6.32\|341202;2026-06-15\|6.49\|-4.42\|6.63\|6.76\|6.44\|310241;2026-06-16\|6.79\|4.62\|6.44\|6.97\|6.38\|324532;2026-06-17\|7.17\|5.60\|6.66\|7.20\|6.48\|402535;2026-06-18\|7.02\|-2.09\|7.01\|7.10\|6.89\|260054;2026-06-22\|7.07\|0.71\|7.05\|7.27\|6.99\|305632;2026-06-23\|7.12\|0.71\|6.99\|7.28\|6.88\|259101;2026-06-24\|6.83\|-4.07\|7.00\|7.22\|6.75\|258325;2026-06-25\|7.66\|12.15\|6.98\|7.88\|6.98\|483557;2026-06-26\|7.41\|-3.26\|7.61\|7.77\|7.35\|300684;2026-06-29\|7.06\|-4.72\|7.46\|7.49\|6.88\|290935;2026-06-30\|7.07\|0.14\|6.95\|7.27\|6.82\|243079;2026-07-01\|7.13\|0.85\|7.01\|7.23\|6.74\|316853;2026-07-02\|7.16\|0.42\|6.99\|7.35\|6.81\|290829;2026-07-03\|7.35\|2.65\|7.09\|7.46\|7.05\|243465;2026-07-06\|7.51\|2.18\|7.29\|7.65\|7.25\|326824;2026-07-07\|7.75\|3.20\|7.40\|7.77\|7.29\|327900;2026-07-08\|7.20\|-7.10\|7.57\|7.72\|7.16\|298019;2026-07-09\|6.91\|-4.03\|7.14\|7.25\|6.74\|254751;2026-07-10\|8.18\|18.38\|6.91\|8.29\|6.82\|790130;2026-07-13\|7.81\|-4.52\|7.90\|8.14\|7.77\|509291;2026-07-14\|7.86\|0.64\|7.81\|8.00\|7.68\|328595;2026-07-15\|8.66\|10.18\|7.95\|8.68\|7.77\|625992;2026-07-16\|8.37\|-3.35\|8.34\|8.85\|8.20\|488108;2026-07-17\|9.10\|8.72\|8.18\|9.77\|8.00\|837992;2026-07-20\|9.72\|6.81\|9.12\|10.34\|8.89\|852489;2026-07-21\|8.68\|-10.70\|9.33\|9.47\|7.78\|762848;2026-07-22\|10.20\|17.51\|8.54\|10.34\|8.38\|909004;2026-07-23\|9.97\|-2.25\|10.43\|10.86\|9.82\|1045466;2026-07-24\|9.19\|-7.82\|9.62\|10.21\|9.07\|738532;2026-07-27\|9.78\|6.42\|9.01\|9.97\|8.94\|615393;2026-07-28\|8.81\|-9.92\|9.49\|9.74\|8.71\|594296;2026-07-29\|8.46\|-3.97\|8.71\|8.84\|8.18\|493617;2026-07-30\|7.44\|-12.06\|8.34\|8.46\|7.43\|565231;2026-07-31\|7.52\|1.08\|7.53\|7.81\|7.50\|396640;2026-08-03\|7.71\|2.53\|7.60\|7.79\|7.51\|301479;2026-08-04\|7.95\|3.11\|7.75\|8.12\|7.70\|372774;2026-08-05\|8.03\|1.01\|7.83\|8.08\|7.80\|314929;2026-08-06\|7.98\|-0.62\|7.93\|8.02\|7.83\|253965;2026-08-07\|7.88\|-1.25\|7.93\|7.96\|7.69\|222937;2026-08-10\|8.16\|3.55\|7.98\|8.18\|7.90\|332792;2026-08-11\|8.82\|8.09\|8.28\|9.34\|8.18\|729602;2026-08-12\|9.10\|3.17\|8.91\|9.29\|8.71\|567985;2026-08-13\|8.89\|-2.31\|9.26\|9.35\|8.89\|460360;2026-08-14\|8.60\|-3.26\|8.95\|8.97\|8.42\|385378;2026-08-17\|8.33\|-3.14\|8.49\|8.55\|8.27\|292063;2026-08-18\|8.44\|1.32\|8.38\|8.85\|8.31\|408498;2026-08-19\|7.67\|-9.12\|8.23\|8.24\|7.64\|373409;2026-08-20\|7.60\|-0.91\|7.74\|7.78\|7.50\|203144;2026-08-21\|7.60\|0.00\|7.61\|7.65\|7.43\|174055;2026-08-24\|7.58\|-0.26\|7.60\|7.66\|7.38\|158128;2026-08-25\|7.74\|2.11\|7.56\|7.76\|7.41\|164640;2026-08-26\|7.66\|-1.03\|7.67\|7.76\|7.60\|131169;2026-08-27\|7.69\|0.39\|7.65\|7.70\|7.53\|129895;2026-08-28\|7.62\|-0.91\|7.68\|7.69\|7.54\|158357;2026-08-31\|7.79\|2.23\|7.57\|7.81\|7.44\|202346;2026-09-01\|7.77\|-0.26\|7.75\|7.83\|7.70\|138542;2026-09-02\|7.82\|0.64\|7.78\|8.08\|7.72\|250189;2026-09-03\|7.50\|-4.09\|7.80\|7.84\|7.46\|228927;2026-09-04\|7.46\|-0.53\|7.48\|7.64\|7.44\|147550;2026-09-07\|7.45\|-0.13\|7.46\|7.50\|7.39\|100202;2026-09-08\|7.47\|0.27\|7.44\|7.48\|7.40\|109595;2026-09-09\|7.42\|-0.67\|7.45\|7.52\|7.36\|98661;2026-09-10\|7.41\|-0.13\|7.40\|7.42\|7.17\|140402;2026-09-11\|7.26\|-2.02\|7.37\|7.38\|7.22\|92705;2026-09-14\|7.23\|-0.41\|7.26\|7.33\|7.19\|78139
117051	其它归类	涨停揭秘：拟发6.5亿可转债加码动力电池及储能CCS与新能源连接器项目，叠加华为供应链认证落地；涨停缘由：募投方向紧扣新能源车与AI硬件结构件升级趋势，微纳米压印技术支撑光学精密制造能力；资金逻辑：近期放量明显，散户持续接筹，主力短期获利了结不改中期布局逻辑；风险提示：可转债尚待证监会注册，存在审核不确定性，且无担保偿债风险需关注，新能源项目短期难贡献业绩	1、公司超小型防水轻触开关已通过华为等厂商审厂验收； 2、公司所称微纳米压印模具开发技术，是指使用微纳米级别的模具，通过对膜材料的压印，实现图像转移的技术	2026-05-11\|47.54\|0.89\|47.54\|48.82\|47.36\|46612;2026-05-12\|47.20\|-0.72\|47.60\|47.78\|46.88\|33544;2026-05-13\|46.97\|-0.49\|46.60\|47.70\|46.50\|40336;2026-05-14\|47.97\|2.13\|47.05\|49.37\|45.50\|70766;2026-05-15\|49.50\|3.19\|47.83\|51.25\|47.82\|66948;2026-05-18\|48.30\|-2.42\|48.34\|49.47\|47.20\|50485;2026-05-19\|48.06\|-0.50\|48.25\|49.27\|47.62\|32571;2026-05-20\|48.02\|-0.08\|48.00\|48.23\|47.10\|29038;2026-05-21\|46.18\|-3.83\|48.03\|51.00\|46.01\|40783;2026-05-22\|47.43\|2.71\|46.30\|48.08\|45.31\|44873;2026-05-25\|48.00\|1.20\|47.50\|49.43\|46.96\|44582;2026-05-26\|48.00\|0.00\|47.38\|48.70\|47.10\|38451;2026-05-27\|49.70\|3.54\|48.00\|50.34\|47.14\|72034;2026-05-28\|50.23\|1.07\|49.50\|50.90\|48.67\|58248;2026-05-29\|47.70\|-5.04\|50.41\|51.34\|46.76\|62157;2026-06-01\|47.15\|-1.15\|47.41\|49.58\|46.57\|35905;2026-06-02\|47.55\|0.85\|47.00\|49.50\|46.96\|50362;2026-06-03\|46.44\|-2.33\|47.29\|48.36\|45.54\|48694;2026-06-04\|45.52\|-1.98\|45.88\|47.10\|45.12\|38222;2026-06-05\|46.06\|1.19\|45.00\|46.99\|43.90\|43308;2026-06-08\|45.25\|-1.76\|45.00\|47.99\|44.15\|69740;2026-06-09\|45.47\|0.49\|45.71\|46.78\|44.55\|48423;2026-06-10\|44.37\|-2.42\|44.45\|45.76\|43.50\|39678;2026-06-11\|45.00\|1.42\|43.65\|45.19\|43.01\|36826;2026-06-12\|46.70\|3.78\|45.90\|48.34\|44.49\|65436;2026-06-15\|47.58\|1.88\|46.86\|48.16\|46.25\|45344;2026-06-16\|50.62\|6.39\|47.58\|52.02\|47.02\|94173;2026-06-17\|51.14\|1.03\|50.00\|51.84\|50.00\|46029;2026-06-18\|54.14\|5.87\|51.14\|55.48\|50.50\|66826;2026-06-22\|54.14\|0.00\|53.91\|55.25\|50.65\|75618;2026-06-23\|54.63\|0.91\|54.14\|56.28\|53.20\|63998;2026-06-24\|56.76\|3.90\|54.12\|57.10\|53.50\|61070;2026-06-25\|64.11\|12.95\|57.50\|64.87\|57.00\|115318;2026-06-26\|63.84\|-0.42\|66.19\|66.66\|61.83\|98753;2026-06-29\|57.25\|-10.32\|64.40\|64.50\|56.00\|108069;2026-06-30\|58.22\|1.69\|57.49\|59.07\|56.41\|65479;2026-07-01\|57.53\|-1.19\|58.20\|58.99\|56.45\|55477;2026-07-02\|53.58\|-6.87\|56.50\|58.50\|53.12\|77767;2026-07-03\|54.82\|2.31\|54.00\|55.89\|52.80\|57567;2026-07-06\|56.04\|2.23\|54.82\|58.16\|54.60\|60568;2026-07-07\|55.16\|-1.57\|55.21\|56.50\|54.02\|42159;2026-07-08\|54.51\|-1.18\|55.72\|55.72\|52.88\|43906;2026-07-09\|56.57\|3.78\|55.06\|56.91\|52.82\|48363;2026-07-10\|56.00\|-1.01\|56.01\|58.49\|55.50\|51988;2026-07-13\|49.99\|-10.73\|56.00\|56.03\|49.39\|81424;2026-07-14\|50.58\|1.18\|50.00\|50.58\|47.31\|57098;2026-07-15\|48.65\|-3.82\|51.00\|51.10\|48.30\|36845;2026-07-16\|48.80\|0.31\|48.01\|52.20\|47.38\|53000;2026-07-17\|43.66\|-10.53\|49.20\|49.20\|43.04\|66024;2026-07-20\|39.76\|-8.93\|44.00\|44.88\|38.50\|62959;2026-07-21\|43.75\|10.04\|39.58\|43.86\|36.57\|64681;2026-07-22\|41.75\|-4.57\|43.00\|44.38\|41.50\|35389;2026-07-23\|41.30\|-1.08\|41.80\|42.48\|40.50\|22204;2026-07-24\|40.86\|-1.07\|41.30\|42.10\|40.22\|23719;2026-07-27\|42.74\|4.60\|41.30\|42.80\|39.95\|26088;2026-07-28\|40.95\|-4.19\|42.33\|42.84\|40.55\|20542;2026-07-29\|40.80\|-0.37\|40.80\|41.29\|38.83\|32010;2026-07-30\|38.39\|-5.91\|41.39\|41.39\|38.02\|32441;2026-07-31\|40.46\|5.39\|40.18\|42.56\|40.13\|33854;2026-08-03\|40.66\|0.49\|40.33\|41.78\|40.01\|22798;2026-08-04\|43.01\|5.78\|40.68\|43.68\|40.35\|27169;2026-08-05\|45.11\|4.88\|42.77\|45.31\|42.39\|35812;2026-08-06\|48.28\|7.03\|44.30\|48.50\|44.01\|50033;2026-08-07\|50.15\|3.87\|48.68\|50.50\|46.71\|54865;2026-08-10\|50.23\|0.16\|51.00\|51.00\|48.40\|31628;2026-08-11\|51.91\|3.34\|50.00\|53.19\|49.63\|46209;2026-08-12\|52.05\|0.27\|52.07\|52.94\|51.71\|23846;2026-08-13\|51.65\|-0.77\|52.75\|53.39\|51.60\|30971;2026-08-14\|54.32\|5.17\|52.03\|54.50\|51.67\|44040;2026-08-17\|54.49\|0.31\|54.00\|55.09\|52.81\|47111;2026-08-18\|57.95\|6.35\|54.49\|58.10\|54.04\|47249;2026-08-19\|53.35\|-7.94\|57.70\|57.70\|52.82\|87370;2026-08-20\|55.75\|4.50\|54.50\|57.50\|53.30\|62503;2026-08-21\|54.79\|-1.72\|55.19\|55.40\|52.20\|47075;2026-08-24\|53.49\|-2.37\|54.01\|54.99\|51.98\|40604;2026-08-25\|54.90\|2.64\|51.80\|55.47\|51.20\|55893;2026-08-26\|55.42\|0.95\|55.77\|55.77\|53.60\|35066;2026-08-27\|56.06\|1.15\|55.42\|56.69\|54.70\|29948;2026-08-28\|54.58\|-2.64\|56.22\|56.65\|54.50\|30344;2026-08-31\|59.32\|8.68\|53.97\|59.78\|53.51\|57949;2026-09-01\|58.39\|-1.57\|59.97\|60.15\|57.07\|42200;2026-09-02\|58.31\|-0.14\|57.80\|58.84\|56.67\|30436;2026-09-03\|57.53\|-1.34\|59.10\|59.41\|54.22\|49194;2026-09-04\|55.76\|-3.08\|58.38\|58.67\|55.11\|29921;2026-09-07\|56.50\|1.33\|55.59\|57.17\|55.09\|28507;2026-09-08\|58.87\|4.19\|56.50\|59.70\|55.79\|46706;2026-09-09\|58.88\|0.02\|59.06\|59.49\|58.02\|22661;2026-09-10\|58.13\|-1.27\|58.50\|59.17\|57.63\|22077;2026-09-11\|58.15\|0.03\|57.37\|58.58\|55.50\|33095;2026-09-14\|59.41\|2.17\|57.99\|61.50\|56.79\|46260
117050	其它归类	储能+风电设备+氢能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年3月26日年报，公司500kW-20MW级IGBT制氢电源已在国内多地稳定运行，并推出效率更高的SiC制氢电源及hopeEMS绿电柔性制氢能量管理系统，成为国内首家长期运行的大功率MW级制氢电源厂商。 2、据2026年3月26日年报，公司提供覆盖发电侧、电网侧、用户侧及微电网的储能系统整体解决方案，构网型储能变流器已取得多项国际国内认证并实现批量发货。 3、据2026年3月26日年报，公司风电变流器已配套全球最大26MW海上风电机组并网，海上风电市场占有率持续提升。	公司携储能、光伏、氢能多个系列核心装备亮相Intersolar Europe 2026德国展，多款新品迎来海外首展，组串式/集中式储能变流器已实现海外市场GW级批量出货	2026-05-11\|56.65\|10.00\|51.80\|56.65\|51.80\|492669;2026-05-12\|56.24\|-0.72\|56.10\|57.99\|55.15\|496352;2026-05-13\|61.86\|9.99\|58.02\|61.86\|56.90\|224075;2026-05-14\|61.55\|-0.29\|63.40\|66.36\|61.50\|539930;2026-05-15\|58.76\|-4.53\|61.98\|62.44\|56.80\|476158;2026-05-18\|57.90\|-1.46\|58.00\|59.28\|56.68\|376400;2026-05-19\|58.79\|1.54\|58.00\|59.55\|56.08\|333910;2026-05-20\|60.93\|3.64\|59.01\|61.29\|58.18\|362779;2026-05-21\|56.85\|-6.70\|61.50\|62.38\|56.70\|376151;2026-05-22\|58.13\|2.25\|57.32\|58.18\|55.55\|338476;2026-05-25\|59.90\|3.04\|58.00\|60.21\|56.22\|304862;2026-05-26\|60.91\|1.69\|59.36\|61.35\|56.10\|345110;2026-05-27\|62.85\|3.19\|62.00\|67.00\|61.00\|443909;2026-05-28\|60.29\|-4.07\|63.90\|63.90\|58.40\|447646;2026-05-29\|55.66\|-7.68\|60.29\|60.75\|54.47\|401730;2026-06-01\|53.00\|-4.78\|56.00\|56.02\|51.64\|360181;2026-06-02\|53.41\|0.77\|53.00\|54.37\|50.59\|267077;2026-06-03\|54.10\|1.29\|53.40\|55.75\|52.96\|291274;2026-06-04\|56.00\|3.51\|53.56\|58.00\|52.90\|327567;2026-06-05\|54.43\|-2.80\|55.00\|55.95\|53.20\|241937;2026-06-08\|53.37\|-1.95\|51.75\|56.00\|51.00\|252646;2026-06-09\|54.20\|1.56\|54.36\|54.65\|52.19\|222342;2026-06-10\|51.09\|-5.74\|53.64\|53.88\|50.68\|240124;2026-06-11\|49.92\|-2.29\|51.56\|51.86\|49.50\|208006;2026-06-12\|46.88\|-6.09\|51.13\|51.88\|45.76\|407632;2026-06-15\|49.34\|5.25\|47.00\|49.60\|46.56\|278023;2026-06-16\|51.54\|4.46\|49.34\|52.09\|49.01\|258049;2026-06-17\|52.48\|1.82\|50.80\|52.81\|50.53\|213179;2026-06-18\|52.59\|0.21\|51.95\|53.50\|51.95\|182743;2026-06-22\|50.20\|-4.54\|52.59\|53.50\|49.10\|281951;2026-06-23\|48.71\|-2.97\|51.20\|51.48\|48.20\|200852;2026-06-24\|50.15\|2.96\|48.81\|50.95\|47.57\|222077;2026-06-25\|55.17\|10.01\|50.61\|55.17\|49.35\|332722;2026-06-26\|52.03\|-5.69\|55.99\|56.27\|50.97\|454094;2026-06-29\|51.13\|-1.73\|51.52\|52.95\|48.35\|324680;2026-06-30\|52.89\|3.44\|52.61\|56.08\|52.53\|425087;2026-07-01\|48.43\|-8.43\|53.00\|53.35\|47.70\|472886;2026-07-02\|44.08\|-8.98\|47.11\|47.75\|43.72\|355807;2026-07-03\|43.52\|-1.27\|44.15\|44.90\|43.13\|215496;2026-07-06\|44.16\|1.47\|43.60\|46.46\|43.60\|224322;2026-07-07\|43.24\|-2.08\|44.80\|44.86\|42.80\|154377;2026-07-08\|41.02\|-5.13\|43.32\|43.97\|40.71\|158146;2026-07-09\|44.16\|7.65\|41.80\|44.49\|40.66\|222938;2026-07-10\|42.45\|-3.87\|44.99\|45.98\|42.42\|181452;2026-07-13\|39.82\|-6.20\|42.25\|43.25\|39.60\|192265;2026-07-14\|40.64\|2.06\|39.88\|40.67\|37.83\|191432;2026-07-15\|36.61\|-9.92\|40.84\|40.85\|36.60\|291290;2026-07-16\|35.25\|-3.71\|37.26\|37.56\|34.90\|215721;2026-07-17\|32.25\|-8.51\|35.48\|35.48\|31.73\|253490;2026-07-20\|29.03\|-9.98\|32.80\|32.95\|29.03\|280537;2026-07-21\|30.45\|4.89\|29.65\|30.65\|26.82\|362074;2026-07-22\|29.56\|-2.92\|30.13\|31.20\|29.28\|223320;2026-07-23\|30.06\|1.69\|29.65\|30.55\|29.31\|197029;2026-07-24\|29.35\|-2.36\|29.50\|30.79\|29.21\|165860;2026-07-27\|31.13\|6.06\|29.35\|31.31\|29.32\|214411;2026-07-28\|28.75\|-7.65\|30.98\|31.48\|28.56\|256996;2026-07-29\|28.96\|0.73\|28.65\|29.45\|27.81\|273510;2026-07-30\|27.08\|-6.49\|28.93\|29.20\|27.00\|250779;2026-07-31\|28.17\|4.03\|28.44\|29.66\|28.16\|240839;2026-08-03\|28.21\|0.14\|28.18\|28.53\|27.84\|161817;2026-08-04\|29.90\|5.99\|28.37\|29.98\|28.20\|242917;2026-08-05\|32.41\|8.39\|29.46\|32.65\|29.45\|346324;2026-08-06\|32.07\|-1.05\|32.35\|32.84\|31.66\|292028;2026-08-07\|32.97\|2.81\|32.10\|33.37\|31.58\|275048;2026-08-10\|32.30\|-2.03\|33.20\|33.68\|31.42\|269011;2026-08-11\|33.67\|4.24\|32.10\|34.60\|31.93\|368192;2026-08-12\|34.49\|2.44\|33.41\|34.87\|32.88\|315716;2026-08-13\|34.35\|-0.41\|34.50\|35.85\|34.19\|289189;2026-08-14\|34.44\|0.26\|35.00\|35.08\|34.10\|219711;2026-08-17\|35.43\|2.87\|34.44\|35.46\|34.27\|213860;2026-08-18\|34.07\|-3.84\|35.43\|35.46\|33.65\|267877;2026-08-19\|31.55\|-7.40\|33.00\|33.39\|31.22\|248120;2026-08-20\|31.42\|-0.41\|32.18\|32.21\|31.02\|150323;2026-08-21\|31.72\|0.95\|31.35\|32.50\|30.97\|145497;2026-08-24\|30.78\|-2.96\|31.65\|31.75\|30.01\|145917;2026-08-25\|30.67\|-0.36\|30.41\|31.13\|29.78\|137340;2026-08-26\|31.41\|2.41\|30.80\|31.72\|30.35\|179593;2026-08-27\|32.14\|2.32\|31.97\|32.31\|31.03\|204586;2026-08-28\|31.41\|-2.27\|32.00\|32.60\|31.37\|165401;2026-08-31\|32.15\|2.36\|30.90\|32.35\|30.50\|164806;2026-09-01\|31.48\|-2.08\|32.15\|32.66\|31.40\|129153;2026-09-02\|31.10\|-1.21\|31.11\|31.35\|30.67\|94178;2026-09-03\|33.07\|6.33\|31.44\|33.46\|30.90\|243927;2026-09-04\|30.94\|-6.44\|33.46\|34.52\|30.66\|329649;2026-09-07\|31.70\|2.46\|30.93\|32.06\|30.73\|179196;2026-09-08\|31.80\|0.32\|31.87\|32.35\|30.93\|216214;2026-09-09\|31.12\|-2.14\|31.75\|32.17\|30.87\|143256;2026-09-10\|30.65\|-1.51\|30.92\|31.23\|30.43\|107800;2026-09-11\|29.74\|-2.97\|30.35\|30.39\|29.15\|158917;2026-09-14\|29.44\|-1.01\|29.48\|29.94\|28.88\|107072

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