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
110758		庭外重组+深圳国资+智慧城市+AI安防行业原因： 1、据期货日报5月13日报道，CME集团携手Silicon Data宣布年内推出全球首个算力期货，GPU费率指数化交易落地在即。 2、国家数据局最新披露3月我国日均Token调用量突破140万亿，同比激增千倍。公司原因： 1、据2026年4月29日年报及2026年4月18日公告，公司及全资子公司英飞拓仁用向福田企业重组中心提交的庭外重组申请已获受理并启动债权申报，重组协调人确定为中伦、德恒律所，后续或转入预重整、重整程序。 2、据2026年4月29日年报，公司控股股东为深圳市投资控股有限公司，最终控制人为深圳市国资委，具备深圳国资背景。 3、据2026年4月29日年报，公司定位为新型智慧城市建设与运营服务商，围绕智慧园区、智慧楼宇等提供顶层规划、数字底座、AI工程化全链条服务，产品覆盖4K超高清视频监控、人车检测智能识别等，并服务“鹏城云脑 II”等国家项目。		2026-03-09\|3.35\|5.02\|3.24\|3.35\|3.19\|225143;2026-03-10\|3.36\|0.30\|3.42\|3.52\|3.25\|701719;2026-03-11\|3.53\|5.06\|3.38\|3.53\|3.37\|276838;2026-03-12\|3.71\|5.10\|3.60\|3.71\|3.51\|763830;2026-03-13\|3.71\|0.00\|3.71\|3.84\|3.61\|563295;2026-03-16\|3.56\|-4.04\|3.70\|3.79\|3.52\|411187;2026-03-17\|3.59\|0.84\|3.60\|3.73\|3.52\|304978;2026-03-18\|3.42\|-4.74\|3.51\|3.54\|3.41\|287353;2026-03-19\|3.35\|-2.05\|3.43\|3.47\|3.32\|238675;2026-03-20\|3.18\|-5.07\|3.34\|3.41\|3.18\|301835;2026-03-23\|3.19\|0.31\|3.18\|3.32\|3.10\|382429;2026-03-24\|3.35\|5.02\|3.24\|3.35\|3.18\|259134;2026-03-25\|3.52\|5.07\|3.47\|3.52\|3.43\|82159;2026-03-26\|3.69\|4.83\|3.70\|3.70\|3.52\|485331;2026-03-27\|3.62\|-1.90\|3.65\|3.65\|3.53\|266840;2026-03-30\|3.61\|-0.28\|3.54\|3.69\|3.46\|244986;2026-03-31\|3.79\|4.99\|3.79\|3.79\|3.79\|61303;2026-04-01\|3.98\|5.01\|3.98\|3.98\|3.98\|10683;2026-04-02\|4.15\|4.27\|4.17\|4.18\|3.85\|770169;2026-04-03\|3.99\|-3.86\|4.12\|4.16\|3.95\|397465;2026-04-07\|4.19\|5.01\|4.08\|4.19\|4.03\|111002;2026-04-08\|4.40\|5.01\|4.40\|4.40\|4.40\|21940;2026-04-09\|4.62\|5.00\|4.62\|4.62\|4.62\|17439;2026-04-10\|4.85\|4.98\|4.75\|4.85\|4.62\|777140;2026-04-13\|5.09\|4.95\|5.03\|5.09\|4.93\|122131;2026-04-14\|4.97\|-2.36\|5.34\|5.34\|4.84\|1072000;2026-04-15\|4.88\|-1.81\|4.90\|4.95\|4.72\|463173;2026-04-16\|5.12\|4.92\|4.76\|5.12\|4.64\|626989;2026-04-17\|5.38\|5.08\|5.37\|5.38\|5.10\|391421;2026-04-20\|5.51\|2.42\|5.62\|5.65\|5.31\|760071;2026-04-21\|5.23\|-5.08\|5.23\|5.43\|5.23\|499083;2026-04-22\|5.05\|-3.44\|5.08\|5.36\|4.99\|404311;2026-04-23\|4.87\|-3.56\|5.09\|5.16\|4.80\|339403;2026-04-24\|5.11\|4.93\|5.02\|5.11\|4.94\|403568;2026-04-27\|4.85\|-5.09\|4.98\|5.06\|4.85\|327785;2026-04-28\|4.61\|-4.95\|4.67\|4.73\|4.61\|277360;2026-04-30\|4.81\|4.34\|4.40\|4.84\|4.39\|397957;2026-05-06\|4.76\|-1.04\|4.76\|4.96\|4.71\|283285;2026-05-07\|4.55\|-4.41\|4.84\|4.84\|4.52\|304065;2026-05-08\|4.62\|1.54\|4.53\|4.74\|4.46\|216324;2026-05-11\|4.63\|0.22\|4.64\|4.69\|4.43\|188605;2026-05-12\|4.86\|4.97\|4.61\|4.86\|4.60\|166577;2026-05-13\|5.10\|4.94\|5.00\|5.10\|5.00\|120022;2026-05-14\|5.19\|1.76\|5.33\|5.35\|5.05\|312615;2026-05-15\|5.25\|1.16\|5.11\|5.42\|4.96\|274425;2026-05-18\|5.00\|-4.76\|5.16\|5.24\|4.99\|215612;2026-05-19\|4.90\|-2.00\|4.85\|5.00\|4.83\|115126;2026-05-20\|4.68\|-4.49\|4.89\|4.96\|4.66\|177519;2026-05-21\|4.56\|-2.56\|4.73\|4.85\|4.50\|139041;2026-05-22\|4.56\|0.00\|4.55\|4.61\|4.43\|116338;2026-05-25\|4.58\|0.44\|4.55\|4.65\|4.42\|117773;2026-05-26\|4.36\|-4.80\|4.61\|4.75\|4.35\|170170;2026-05-27\|4.58\|5.05\|4.29\|4.58\|4.18\|210683;2026-05-28\|4.36\|-4.80\|4.54\|4.57\|4.35\|187988;2026-05-29\|4.14\|-5.05\|4.33\|4.33\|4.14\|159107;2026-06-01\|4.35\|5.07\|4.16\|4.35\|4.04\|123728;2026-06-02\|4.57\|5.06\|4.42\|4.57\|4.42\|59705;2026-06-03\|4.80\|5.03\|4.80\|4.80\|4.80\|11139;2026-06-04\|4.80\|0.00\|4.88\|4.99\|4.68\|310290;2026-06-05\|4.83\|0.62\|4.80\|5.04\|4.72\|202886;2026-06-08\|4.85\|0.41\|4.75\|4.96\|4.63\|160005;2026-06-09\|4.87\|0.41\|4.86\|4.95\|4.80\|122155;2026-06-10\|4.83\|-0.82\|4.84\|4.88\|4.65\|118355;2026-06-11\|4.78\|-1.04\|4.83\|4.84\|4.69\|65325;2026-06-12\|4.88\|2.09\|4.78\|4.94\|4.70\|109121;2026-06-15\|4.96\|1.64\|4.92\|5.10\|4.92\|106303;2026-06-16\|4.76\|-4.03\|4.90\|4.97\|4.71\|130371;2026-06-17\|4.67\|-1.89\|4.76\|4.89\|4.65\|108796;2026-06-18\|4.71\|0.86\|4.59\|4.80\|4.51\|126667;2026-06-22\|4.54\|-3.61\|4.66\|4.66\|4.47\|123176;2026-06-23\|4.45\|-1.98\|4.51\|4.55\|4.40\|68912;2026-06-24\|4.50\|1.12\|4.45\|4.55\|4.32\|80654;2026-06-25\|4.31\|-4.22\|4.51\|4.52\|4.28\|96759;2026-06-26\|4.25\|-1.39\|4.31\|4.31\|4.12\|79624;2026-06-29\|4.39\|3.29\|4.19\|4.46\|4.12\|124052;2026-06-30\|4.17\|-5.01\|4.30\|4.33\|4.17\|131470;2026-07-01\|4.16\|-0.24\|4.17\|4.22\|3.96\|219290;2026-07-02\|4.27\|2.64\|4.06\|4.36\|4.04\|126241;2026-07-03\|4.48\|4.92\|4.22\|4.48\|4.16\|152632;2026-07-06\|4.54\|1.34\|4.50\|4.70\|4.40\|120566;2026-07-07\|4.30\|-5.29\|4.46\|4.60\|4.25\|95400;2026-07-08\|4.43\|3.02\|4.30\|4.50\|4.26\|77145;2026-07-09\|4.44\|0.23\|4.37\|4.53\|4.37\|69730;2026-07-10\|4.43\|-0.23\|4.46\|4.48\|4.39\|48520;2026-07-13\|4.48\|1.13\|4.51\|4.64\|4.40\|100517;2026-07-14\|4.51\|0.67\|4.48\|4.51\|4.30\|70980;2026-07-15\|4.46\|-1.11\|4.38\|4.52\|4.38\|61961;2026-07-16\|4.46\|0.00\|4.40\|4.49\|4.31\|58334
110757		一季报增长+碳化硅+苹果概念行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月30日投资者关系活动记录表及2026年4月18日一季报，公司2026年第一季度营收6.08亿元，同比增长41.97%，归母净利润2379.68万元，同比增长118.59%，主要系新能源汽车、半导体材料和消费电子等主营业务毛利增加。 2、据2026年4月18日年报，公司半导体材料主要产品为碳化硅单晶晶锭和碳化硅单晶衬底，可广泛应用于新能源汽车主驱逆变器等领域；公司在审慎收缩衬底生产规模的同时，将资金聚焦于技术研发和质量提升。 3、据2026年4月18日年报，公司消费电子产品包括超微细电子线材及无线充电隔磁材料，与富士康等配套厂商合作间接供应苹果等品牌，用于无线充电模块等领域。		2026-03-09\|16.79\|-0.06\|16.51\|16.79\|16.42\|24897;2026-03-10\|17.29\|2.98\|16.90\|17.29\|16.90\|33577;2026-03-11\|17.28\|-0.06\|17.30\|17.50\|17.22\|27749;2026-03-12\|17.19\|-0.52\|17.34\|17.34\|17.13\|16989;2026-03-13\|17.03\|-0.93\|17.16\|17.26\|16.98\|20083;2026-03-16\|17.12\|0.53\|17.00\|17.13\|16.92\|14989;2026-03-17\|16.74\|-2.22\|17.05\|17.18\|16.72\|25756;2026-03-18\|16.74\|0.00\|16.78\|16.82\|16.57\|19119;2026-03-19\|16.46\|-1.67\|16.60\|16.66\|16.40\|23457;2026-03-20\|15.92\|-3.28\|16.50\|16.55\|15.92\|24941;2026-03-23\|15.12\|-5.03\|15.51\|15.79\|15.12\|33148;2026-03-24\|15.15\|0.20\|15.23\|15.24\|14.68\|36847;2026-03-25\|15.60\|2.97\|15.24\|15.66\|15.19\|24716;2026-03-26\|15.24\|-2.31\|15.60\|15.66\|15.19\|21169;2026-03-27\|15.43\|1.25\|15.07\|15.46\|15.01\|19230;2026-03-30\|15.42\|-0.06\|15.16\|15.47\|15.12\|14722;2026-03-31\|15.36\|-0.39\|15.39\|15.70\|15.31\|20581;2026-04-01\|15.40\|0.26\|15.56\|15.60\|15.30\|24088;2026-04-02\|14.88\|-3.38\|15.40\|15.40\|14.83\|29765;2026-04-03\|14.38\|-3.36\|14.93\|14.99\|14.37\|25230;2026-04-07\|14.44\|0.42\|14.38\|14.54\|14.36\|15639;2026-04-08\|15.16\|4.99\|14.70\|15.16\|14.70\|29361;2026-04-09\|15.43\|1.78\|15.12\|15.65\|14.97\|32586;2026-04-10\|15.61\|1.17\|15.49\|15.87\|15.49\|21713;2026-04-13\|16.27\|4.23\|15.50\|16.38\|15.50\|33386;2026-04-14\|16.15\|-0.74\|16.39\|16.48\|15.94\|20512;2026-04-15\|16.44\|1.80\|16.26\|16.72\|16.10\|32003;2026-04-16\|16.65\|1.28\|16.44\|16.81\|16.44\|19300;2026-04-17\|16.72\|0.42\|16.70\|16.78\|16.33\|26957;2026-04-20\|17.56\|5.02\|17.10\|17.56\|17.01\|82295;2026-04-21\|18.12\|3.19\|17.70\|18.42\|17.69\|120050;2026-04-22\|17.80\|-1.77\|17.96\|18.24\|17.62\|57053;2026-04-23\|17.76\|-0.22\|17.69\|17.99\|17.60\|40645;2026-04-24\|18.58\|4.62\|17.63\|18.65\|17.63\|74096;2026-04-27\|18.37\|-1.13\|18.56\|19.05\|18.15\|66212;2026-04-28\|18.42\|0.27\|18.11\|18.75\|17.96\|47394;2026-04-29\|18.58\|0.87\|18.39\|18.88\|18.30\|44423;2026-04-30\|18.08\|-2.69\|18.48\|18.57\|18.04\|35029;2026-05-06\|18.11\|0.17\|18.10\|18.22\|17.78\|61983;2026-05-07\|18.16\|0.28\|18.10\|18.25\|17.96\|35784;2026-05-08\|18.52\|1.98\|18.19\|18.74\|18.02\|39232;2026-05-11\|18.94\|2.27\|18.52\|19.27\|18.29\|48484;2026-05-12\|19.04\|0.53\|19.08\|19.30\|18.75\|31224;2026-05-13\|19.99\|4.99\|18.86\|19.99\|18.80\|35867;2026-05-14\|20.99\|5.00\|20.30\|20.99\|20.30\|24162;2026-05-15\|21.75\|3.62\|22.04\|22.04\|21.28\|142394;2026-05-18\|21.72\|-0.14\|20.66\|22.44\|20.66\|132618;2026-05-19\|21.77\|0.23\|21.56\|22.43\|21.07\|72902;2026-05-20\|22.08\|1.42\|21.60\|22.32\|20.90\|57873;2026-05-21\|21.37\|-3.22\|22.21\|22.95\|21.32\|68759;2026-05-22\|22.44\|5.01\|21.41\|22.44\|21.41\|36444;2026-05-25\|23.56\|4.99\|23.24\|23.56\|22.95\|12189;2026-05-26\|24.74\|5.01\|24.70\|24.74\|24.31\|25533;2026-05-27\|25.61\|3.52\|25.15\|25.95\|24.50\|116154;2026-05-28\|24.97\|-2.50\|25.41\|26.70\|24.40\|72836;2026-05-29\|24.32\|-2.60\|25.05\|25.49\|24.10\|48236;2026-06-01\|23.46\|-3.54\|24.32\|24.49\|23.17\|58662;2026-06-02\|23.49\|0.13\|23.80\|23.97\|22.61\|43419;2026-06-03\|24.66\|4.98\|23.74\|24.66\|23.51\|14141;2026-06-04\|24.88\|0.89\|25.15\|25.80\|24.15\|53187;2026-06-05\|23.64\|-4.98\|24.58\|24.91\|23.64\|34489;2026-06-08\|23.72\|0.34\|22.46\|24.24\|22.46\|27437;2026-06-09\|24.57\|3.58\|24.30\|24.65\|23.71\|21143;2026-06-10\|24.72\|0.61\|24.45\|25.00\|23.88\|29402;2026-06-11\|24.28\|-1.78\|24.40\|24.89\|24.02\|23422;2026-06-12\|25.49\|4.98\|24.68\|25.49\|24.68\|65341;2026-06-15\|26.76\|4.98\|25.50\|26.76\|25.49\|55911;2026-06-16\|26.96\|0.75\|27.30\|27.80\|26.45\|55956;2026-06-17\|27.59\|2.34\|27.50\|28.22\|26.96\|39717;2026-06-18\|28.97\|5.00\|27.59\|28.97\|27.33\|27683;2026-06-22\|30.42\|5.01\|30.42\|30.42\|30.42\|4007;2026-06-23\|31.94\|5.00\|31.94\|31.94\|31.94\|2454;2026-06-24\|33.54\|5.01\|33.00\|33.54\|31.00\|96611;2026-06-25\|35.22\|5.01\|35.22\|35.22\|35.21\|9467;2026-06-26\|36.98\|5.00\|36.98\|36.98\|36.50\|33670;2026-06-29\|35.13\|-5.00\|38.35\|38.35\|35.13\|17227;2026-06-30\|33.37\|-5.01\|33.37\|33.37\|33.37\|19256;2026-07-01\|35.04\|5.00\|33.99\|35.04\|33.99\|18945;2026-07-02\|35.66\|1.77\|35.32\|36.78\|33.50\|74016;2026-07-03\|36.00\|0.95\|34.50\|36.82\|34.50\|42274;2026-07-06\|33.10\|-8.06\|36.87\|37.35\|32.90\|61687;2026-07-07\|32.19\|-2.75\|33.33\|34.59\|30.30\|51190;2026-07-08\|30.40\|-5.56\|32.00\|32.44\|29.84\|33898;2026-07-09\|31.82\|4.67\|31.00\|32.90\|29.50\|35757;2026-07-10\|29.90\|-6.03\|31.61\|32.79\|29.90\|30859;2026-07-13\|28.30\|-5.35\|29.89\|30.29\|28.10\|27333;2026-07-14\|28.94\|2.26\|28.97\|29.35\|27.10\|26003;2026-07-15\|27.80\|-3.94\|27.35\|29.40\|27.35\|29560;2026-07-16\|25.85\|-7.01\|28.00\|28.00\|25.39\|33691
110756	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	人形机器人+华为昇腾+输送机械 1、据2025年8月7日互动易，子公司华运智远已推出挂轨、趴轨、四轮足巡检机器人，并明确将继续加大人形机器人研发力度。 2、据2025年2月21日互动易及2025年5月15日互动易，公司与华为共建“运机集团-华为联合创新中心”，基于昇腾AI、盘古大模型发布矿山AI智能工业机器人，华为矿山军团正对接云南、贵州、埃塞俄比亚等地项目资源。 3、据2025年4月8日年度报告，公司主营节能环保型输送机械成套设备，通用带式、管状带式、水平转弯带式输送机在国内高难度、长距离物料输送市场占有率领先。	公司专注于输送机械装备领域，具有减速器相关产品：圆锥圆柱齿轮减速器和ZJ轴装式减速器	2026-03-09\|35.25\|-1.81\|35.49\|35.55\|34.15\|19490;2026-03-10\|36.25\|2.84\|35.90\|36.39\|35.46\|13618;2026-03-11\|35.00\|-3.45\|36.25\|36.32\|34.82\|17656;2026-03-12\|33.87\|-3.23\|35.01\|35.09\|33.78\|20989;2026-03-13\|33.00\|-2.57\|33.87\|33.87\|32.85\|24156;2026-03-16\|32.66\|-1.03\|33.00\|33.15\|32.02\|23256;2026-03-17\|31.50\|-3.55\|32.80\|32.80\|31.35\|27260;2026-03-18\|32.15\|2.06\|31.80\|32.21\|31.38\|15870;2026-03-19\|30.87\|-3.98\|32.00\|32.08\|30.70\|33321;2026-03-20\|30.57\|-0.97\|30.91\|31.29\|30.40\|24253;2026-03-23\|28.88\|-5.53\|30.30\|30.30\|28.50\|47265;2026-03-24\|29.23\|1.21\|29.68\|29.98\|28.65\|39440;2026-03-25\|29.15\|-0.27\|29.37\|29.95\|28.86\|54934;2026-03-26\|28.19\|-3.29\|29.05\|29.20\|27.82\|38637;2026-03-27\|28.54\|1.24\|27.80\|28.68\|27.78\|22586;2026-03-30\|28.55\|0.04\|28.28\|28.97\|28.00\|20147;2026-03-31\|29.05\|1.75\|28.74\|30.17\|28.58\|48855;2026-04-01\|29.51\|1.58\|29.49\|29.56\|28.72\|37105;2026-04-02\|28.84\|-2.27\|29.50\|29.50\|28.38\|19027;2026-04-03\|27.69\|-3.99\|28.84\|28.84\|27.67\|30825;2026-04-07\|27.72\|0.11\|28.00\|28.00\|27.44\|21318;2026-04-08\|28.77\|3.79\|28.00\|29.25\|28.00\|96098;2026-04-09\|27.73\|-3.61\|28.50\|28.55\|27.50\|55983;2026-04-10\|26.99\|-2.67\|27.50\|27.50\|25.55\|120271;2026-04-13\|27.05\|0.22\|26.88\|27.59\|26.10\|64630;2026-04-14\|26.93\|-0.44\|27.15\|27.40\|26.56\|36146;2026-04-15\|26.58\|-1.30\|26.99\|27.18\|26.51\|31929;2026-04-16\|27.58\|3.76\|26.60\|27.82\|26.32\|61878;2026-04-17\|28.18\|2.18\|27.67\|28.58\|27.37\|56115;2026-04-20\|28.37\|0.67\|28.21\|28.87\|27.85\|49713;2026-04-21\|28.13\|-0.85\|28.32\|28.38\|27.56\|31588;2026-04-22\|28.07\|-0.21\|28.00\|28.45\|27.72\|30947;2026-04-23\|27.70\|-1.32\|28.02\|28.18\|27.30\|28370;2026-04-24\|28.01\|1.12\|27.55\|28.68\|27.46\|38738;2026-04-27\|27.85\|-0.57\|27.99\|28.04\|27.52\|26451;2026-04-28\|27.62\|-0.83\|27.83\|27.84\|26.60\|47735;2026-04-29\|27.64\|0.07\|27.63\|27.96\|27.28\|27537;2026-04-30\|28.11\|1.70\|27.70\|28.17\|27.61\|31170;2026-05-06\|28.09\|-0.07\|28.11\|28.39\|27.78\|33929;2026-05-07\|28.09\|0.00\|28.00\|28.30\|27.70\|33822;2026-05-08\|28.50\|1.46\|28.25\|28.75\|28.18\|40584;2026-05-11\|28.43\|-0.25\|28.60\|28.81\|27.95\|32316;2026-05-12\|27.94\|-1.72\|28.50\|28.51\|27.85\|24352;2026-05-13\|29.92\|7.09\|27.93\|30.73\|27.80\|119530;2026-05-14\|28.85\|-3.58\|30.01\|30.22\|28.70\|70734;2026-05-15\|28.60\|-0.87\|28.79\|29.15\|27.81\|50061;2026-05-18\|26.89\|-5.32\|28.24\|28.60\|26.71\|65155;2026-05-19\|27.57\|2.53\|26.85\|27.90\|26.11\|58439;2026-05-20\|27.88\|1.12\|27.67\|27.97\|27.05\|36716;2026-05-21\|26.26\|-5.81\|27.87\|28.40\|26.21\|43870;2026-05-22\|28.46\|8.38\|26.45\|28.58\|26.01\|60364;2026-05-25\|29.90\|5.06\|29.13\|30.33\|28.68\|92027;2026-05-26\|27.78\|-7.09\|29.60\|29.78\|26.91\|88328;2026-05-27\|26.60\|-4.25\|27.75\|27.78\|26.39\|53593;2026-05-28\|25.53\|-4.02\|26.86\|27.58\|25.44\|67515;2026-05-29\|25.12\|-1.61\|25.52\|25.83\|24.69\|54460;2026-06-01\|24.79\|-1.31\|24.90\|25.45\|24.32\|34851;2026-06-02\|24.57\|-0.89\|24.80\|25.15\|23.60\|50062;2026-06-03\|24.19\|-1.55\|24.60\|24.80\|23.90\|41437;2026-06-04\|24.18\|-0.04\|24.00\|24.60\|23.71\|24367;2026-06-05\|24.48\|1.24\|24.45\|25.36\|23.48\|51704;2026-06-08\|24.13\|-1.43\|24.03\|24.74\|23.74\|35865;2026-06-09\|25.10\|4.02\|24.28\|25.35\|23.40\|50454;2026-06-10\|23.98\|-4.46\|24.98\|25.10\|23.80\|33300;2026-06-11\|24.28\|1.25\|23.85\|24.35\|23.18\|32601;2026-06-12\|24.34\|0.25\|24.50\|24.95\|24.11\|25965;2026-06-15\|26.35\|8.26\|24.42\|26.77\|24.35\|85841;2026-06-16\|26.44\|0.34\|26.48\|26.90\|25.99\|67665;2026-06-17\|26.39\|-0.19\|26.48\|26.93\|25.90\|49033;2026-06-18\|27.32\|3.52\|26.47\|27.58\|26.11\|51468;2026-06-22\|27.84\|1.90\|27.34\|27.88\|26.81\|44966;2026-06-23\|28.00\|0.57\|27.84\|28.59\|27.50\|49597;2026-06-24\|27.85\|-0.54\|27.86\|28.35\|27.42\|41037;2026-06-25\|26.20\|-5.92\|27.57\|28.49\|26.18\|66909;2026-06-26\|24.00\|-8.40\|26.14\|26.40\|23.97\|66732;2026-06-29\|24.18\|0.75\|24.48\|24.80\|23.36\|46987;2026-06-30\|23.79\|-1.61\|24.18\|24.18\|23.41\|32714;2026-07-01\|24.02\|0.97\|23.72\|24.58\|23.05\|38335;2026-07-02\|24.30\|1.17\|23.70\|25.29\|23.59\|35642;2026-07-03\|25.36\|4.36\|24.60\|25.95\|24.35\|36579;2026-07-06\|24.58\|-3.08\|25.32\|25.55\|24.50\|28668;2026-07-07\|23.94\|-2.60\|24.85\|24.85\|23.71\|22489;2026-07-08\|22.94\|-4.18\|23.94\|24.13\|22.67\|30025;2026-07-09\|22.99\|0.22\|22.67\|23.35\|21.85\|36353;2026-07-10\|23.29\|1.30\|22.99\|23.60\|22.42\|36740;2026-07-13\|22.16\|-4.85\|23.14\|23.14\|22.00\|23877;2026-07-14\|23.00\|3.79\|22.16\|23.09\|21.80\|31641;2026-07-15\|23.50\|2.17\|23.24\|23.87\|22.80\|25685;2026-07-16\|22.75\|-3.19\|23.49\|23.57\|22.70\|18261
110755	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	涨停揭秘：机器人专用电缆处于研发验证阶段，直接受益Optimus量产临近及人形机器人线缆定制化需求上升；涨停缘由：公司原因： 1、柔性耐弯折机器人电缆已完成实验室测试，正对接两家整机厂送样； 2、电缆产品具备抗电磁干扰、耐油污、高柔性等特性，满足人形机器人动态布线场景； 3、全球人形机器人线缆单台价值量约300–500元，市场空间随出货量呈指数级增长；资金逻辑：游资主导拉升，三日榜显示四家中小营业部合计买入超4900万元，反映低位补涨与题材扩散逻辑；风险提示：机器人电缆尚未量产，无明确订单公告，研发进展及客户导入进度存在不确定性，属纯预期驱动	公司主要产品含多种电缆，机器人电缆正在研发	2026-03-09\|22.20\|0.41\|22.00\|22.45\|21.88\|104620;2026-03-10\|22.00\|-0.90\|22.20\|22.21\|21.84\|66889;2026-03-11\|22.08\|0.36\|22.06\|22.30\|21.70\|58457;2026-03-12\|22.28\|0.91\|22.02\|22.38\|21.72\|85214;2026-03-13\|22.33\|0.22\|22.20\|22.68\|21.95\|93085;2026-03-16\|22.87\|2.42\|22.44\|23.07\|22.27\|117218;2026-03-17\|23.87\|4.37\|22.79\|24.75\|22.42\|187130;2026-03-18\|25.12\|5.24\|23.46\|26.26\|23.34\|280596;2026-03-19\|24.40\|-2.87\|24.03\|25.00\|23.61\|194713;2026-03-20\|22.40\|-8.20\|23.92\|24.84\|22.20\|174601;2026-03-23\|21.36\|-4.64\|21.26\|22.35\|21.20\|128288;2026-03-24\|22.88\|7.12\|21.80\|23.28\|21.51\|192486;2026-03-25\|22.97\|0.39\|22.89\|23.30\|22.68\|146128;2026-03-26\|22.24\|-3.18\|23.01\|23.10\|22.10\|98128;2026-03-27\|22.55\|1.39\|21.83\|22.80\|21.70\|81671;2026-03-30\|21.93\|-2.75\|22.11\|22.51\|21.06\|87783;2026-03-31\|21.84\|-0.41\|21.86\|22.42\|21.44\|79786;2026-04-01\|22.18\|1.56\|22.28\|22.57\|22.02\|72532;2026-04-02\|21.75\|-1.94\|22.13\|22.80\|21.65\|76003;2026-04-03\|20.07\|-7.72\|22.01\|22.01\|20.03\|102689;2026-04-07\|20.11\|0.20\|20.07\|20.38\|19.73\|52025;2026-04-08\|20.76\|3.23\|20.56\|20.78\|20.37\|58872;2026-04-09\|20.02\|-3.56\|20.58\|20.68\|19.87\|68257;2026-04-10\|20.12\|0.50\|20.18\|20.36\|20.02\|48648;2026-04-13\|20.13\|0.05\|19.98\|20.15\|19.83\|44996;2026-04-14\|19.99\|-0.70\|20.17\|20.22\|19.81\|45095;2026-04-15\|20.35\|1.80\|20.00\|20.59\|19.92\|80868;2026-04-16\|20.38\|0.15\|20.36\|20.40\|20.02\|44490;2026-04-17\|20.23\|-0.74\|20.31\|20.55\|20.10\|34465;2026-04-20\|21.03\|3.95\|20.24\|21.19\|20.10\|93650;2026-04-21\|20.65\|-1.81\|20.90\|20.98\|20.40\|58279;2026-04-22\|20.67\|0.10\|20.50\|20.67\|20.41\|35121;2026-04-23\|20.41\|-1.26\|20.76\|20.92\|20.13\|49783;2026-04-24\|20.23\|-0.88\|20.23\|20.50\|20.06\|38073;2026-04-27\|20.32\|0.44\|20.24\|20.34\|19.92\|30673;2026-04-28\|19.98\|-1.67\|20.20\|20.29\|19.95\|36536;2026-04-29\|20.22\|1.20\|19.93\|20.28\|19.88\|29690;2026-04-30\|20.06\|-0.79\|20.30\|20.30\|20.03\|26606;2026-05-06\|20.39\|1.65\|20.08\|20.46\|20.08\|41802;2026-05-07\|20.65\|1.28\|20.55\|20.66\|20.36\|50263;2026-05-08\|20.88\|1.11\|20.60\|20.89\|20.47\|48169;2026-05-11\|20.84\|-0.19\|21.00\|21.05\|20.66\|45549;2026-05-12\|21.66\|3.93\|20.88\|21.80\|20.78\|117593;2026-05-13\|22.96\|6.00\|21.60\|23.83\|21.40\|173180;2026-05-14\|21.99\|-4.22\|22.90\|22.90\|21.88\|112726;2026-05-15\|21.66\|-1.50\|22.00\|22.20\|21.58\|66958;2026-05-18\|21.80\|0.65\|21.60\|21.85\|21.42\|45964;2026-05-19\|22.02\|1.01\|21.70\|22.03\|21.49\|54630;2026-05-20\|21.42\|-2.72\|22.00\|22.02\|21.26\|47740;2026-05-21\|20.44\|-4.58\|21.39\|21.60\|20.38\|57759;2026-05-22\|20.74\|1.47\|20.50\|20.85\|20.43\|27437;2026-05-25\|20.44\|-1.45\|20.70\|21.15\|20.31\|32722;2026-05-26\|20.20\|-1.17\|20.47\|20.47\|19.95\|38645;2026-05-27\|20.29\|0.79\|20.20\|20.41\|20.05\|27073;2026-05-28\|20.97\|3.35\|20.30\|20.98\|20.22\|43829;2026-05-29\|20.56\|-1.96\|20.90\|20.97\|20.46\|39081;2026-06-01\|21.04\|2.33\|20.46\|21.06\|20.30\|40412;2026-06-02\|21.62\|2.76\|21.10\|21.91\|20.65\|57908;2026-06-03\|21.83\|0.97\|21.41\|21.96\|21.22\|59030;2026-06-04\|20.90\|-4.26\|21.93\|21.93\|20.84\|49000;2026-06-05\|20.46\|-2.11\|20.90\|20.90\|20.28\|38622;2026-06-08\|20.21\|-1.22\|19.99\|20.44\|19.96\|31534;2026-06-09\|20.38\|0.84\|20.18\|20.43\|19.91\|28282;2026-06-10\|20.20\|-0.88\|20.28\|20.28\|19.96\|29318;2026-06-11\|20.42\|1.09\|20.01\|20.45\|20.01\|20907;2026-06-12\|20.58\|0.78\|20.59\|20.60\|20.22\|27287;2026-06-15\|20.62\|0.19\|20.56\|20.79\|20.44\|31724;2026-06-16\|20.20\|-2.04\|20.49\|20.59\|20.14\|29837;2026-06-17\|20.03\|-0.84\|20.14\|20.20\|19.99\|26366;2026-06-18\|20.08\|0.25\|20.06\|20.17\|19.87\|22378;2026-06-22\|18.33\|-8.72\|20.10\|20.12\|18.07\|81934;2026-06-23\|17.60\|-3.98\|18.36\|18.36\|17.58\|45275;2026-06-24\|17.00\|-3.41\|17.56\|17.59\|16.86\|46267;2026-06-25\|16.32\|-4.00\|16.81\|16.97\|16.18\|46204;2026-06-26\|15.70\|-3.80\|16.29\|16.38\|15.68\|35437;2026-06-29\|15.78\|0.51\|15.66\|15.94\|15.39\|32670;2026-06-30\|15.64\|-0.89\|15.82\|15.82\|15.47\|25835;2026-07-01\|15.78\|0.90\|15.60\|15.89\|15.41\|32807;2026-07-02\|15.86\|0.51\|15.75\|16.08\|15.60\|30354;2026-07-03\|16.39\|3.34\|15.92\|16.65\|15.87\|43314;2026-07-06\|16.00\|-2.38\|16.26\|16.37\|15.91\|28294;2026-07-07\|15.28\|-4.50\|15.95\|15.99\|15.28\|24761;2026-07-08\|15.02\|-1.70\|15.29\|15.44\|14.96\|20885;2026-07-09\|14.87\|-1.00\|15.03\|15.10\|14.55\|28250;2026-07-10\|15.12\|1.68\|14.90\|15.35\|14.70\|23188;2026-07-13\|14.69\|-2.84\|15.08\|15.15\|14.64\|19204;2026-07-14\|15.13\|3.00\|14.72\|15.14\|14.66\|19251;2026-07-15\|15.30\|1.12\|15.14\|15.33\|15.03\|17346;2026-07-16\|15.43\|0.85\|15.29\|15.55\|15.16\|20995
110754	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	间接投资宇树科技+造纸+光电子芯片 1、据21世纪经济报道2026年7月2日报道，宇树科技科创板IPO注册获批；公司参与的容腾基金对宇树科技投资额为2000万元，截至目前容腾基金对宇树科技持股比例为1.1868%。 2、据2026年4月1日2025年年度报告，公司主要从事牛皮箱板纸、瓦楞原纸等再生包装纸产品的生产制造，集废纸回收供应、热电联产、再生环保纸生产、纸板纸箱制造于一体。 3、据2025年8月22日互动易，公司通过全资子公司投资浙江矽感锐芯科技有限公司和勒威半导体技术嘉兴有限公司，主要业务涵盖光电子芯片、器件的设计、工艺开发、制造及封装测试。	全资子公司嘉兴荣晟参与的容腾基金有投资宇树机器人，容腾基金对其投资额为2000万元，截至目前持股比例为1.3217%	2026-03-09\|14.95\|10.01\|13.55\|14.95\|13.41\|161423;2026-03-10\|15.67\|4.82\|15.18\|16.35\|15.15\|298387;2026-03-11\|15.57\|-0.64\|15.67\|16.00\|15.45\|206150;2026-03-12\|15.27\|-1.93\|15.65\|15.68\|15.23\|132750;2026-03-13\|14.63\|-4.19\|15.29\|15.32\|14.56\|128680;2026-03-16\|13.99\|-4.37\|14.56\|14.56\|13.71\|124134;2026-03-17\|14.47\|3.43\|14.00\|14.87\|13.85\|178484;2026-03-18\|14.63\|1.11\|14.31\|14.85\|14.02\|137635;2026-03-19\|13.60\|-7.04\|14.53\|14.58\|13.49\|167905;2026-03-20\|14.96\|10.00\|13.93\|14.96\|13.74\|304138;2026-03-23\|13.93\|-6.88\|15.30\|15.72\|13.81\|402850;2026-03-24\|15.32\|9.98\|14.14\|15.32\|14.14\|241755;2026-03-25\|15.26\|-0.39\|15.52\|15.69\|15.13\|340657;2026-03-26\|15.00\|-1.70\|15.27\|15.53\|14.91\|225754;2026-03-27\|15.15\|1.00\|14.99\|15.46\|14.50\|200501;2026-03-30\|15.90\|4.95\|14.80\|16.06\|14.80\|278169;2026-03-31\|15.46\|-2.77\|15.78\|15.95\|15.38\|178722;2026-04-01\|15.16\|-1.94\|15.77\|15.95\|15.03\|178887;2026-04-02\|15.44\|1.85\|15.03\|15.76\|14.92\|197780;2026-04-03\|14.55\|-5.76\|15.23\|15.44\|14.51\|141269;2026-04-07\|14.80\|1.72\|14.54\|15.06\|14.33\|94604;2026-04-08\|15.15\|2.36\|15.04\|15.23\|14.84\|117656;2026-04-09\|15.06\|-0.59\|15.15\|15.15\|14.87\|78093;2026-04-10\|15.60\|3.59\|15.20\|16.05\|15.03\|167423;2026-04-13\|15.78\|1.15\|15.40\|15.89\|15.38\|111313;2026-04-14\|16.00\|1.39\|15.97\|16.54\|15.80\|170121;2026-04-15\|15.75\|-1.56\|15.98\|15.98\|15.56\|91127;2026-04-16\|15.80\|0.32\|15.74\|15.91\|15.60\|77927;2026-04-17\|16.72\|5.82\|15.75\|16.89\|15.52\|197898;2026-04-20\|16.77\|0.30\|16.70\|16.96\|16.50\|157023;2026-04-21\|17.06\|1.73\|16.71\|17.17\|16.55\|116016;2026-04-22\|17.07\|0.06\|16.92\|17.28\|16.73\|115525;2026-04-23\|17.19\|0.70\|17.07\|17.82\|16.89\|145253;2026-04-24\|16.71\|-2.79\|17.03\|17.20\|16.62\|104642;2026-04-27\|17.10\|2.33\|16.66\|17.21\|16.66\|109417;2026-04-28\|17.21\|0.64\|17.30\|17.77\|16.80\|124624;2026-04-29\|17.20\|-0.06\|17.11\|17.35\|16.93\|80454;2026-04-30\|17.40\|1.16\|17.20\|17.65\|17.06\|118216;2026-05-06\|17.74\|1.95\|17.40\|18.21\|17.28\|120409;2026-05-07\|18.07\|1.86\|17.66\|18.15\|17.52\|82555;2026-05-08\|18.61\|2.99\|18.02\|19.13\|17.91\|128512;2026-05-11\|18.13\|-2.58\|18.59\|18.59\|17.81\|140949;2026-05-12\|18.18\|0.28\|18.09\|18.37\|17.17\|131930;2026-05-13\|19.79\|8.86\|18.01\|20.00\|17.93\|229414;2026-05-14\|18.62\|-5.91\|19.49\|20.36\|18.60\|167801;2026-05-15\|18.28\|-1.83\|18.65\|19.20\|18.02\|109038;2026-05-18\|18.26\|-0.11\|18.10\|18.36\|17.60\|78160;2026-05-19\|18.11\|-0.82\|18.26\|18.35\|17.72\|82692;2026-05-20\|17.80\|-1.71\|17.95\|18.24\|17.40\|105015;2026-05-21\|18.35\|3.09\|18.12\|19.58\|17.93\|240028;2026-05-22\|17.80\|-3.00\|18.35\|18.66\|17.80\|139768;2026-05-25\|17.47\|-1.85\|17.79\|17.98\|17.18\|100208;2026-05-26\|17.46\|-0.06\|17.80\|17.80\|17.12\|75075;2026-05-27\|16.84\|-3.55\|17.30\|17.30\|16.75\|78057;2026-05-28\|16.99\|0.89\|16.75\|17.17\|16.45\|60834;2026-05-29\|16.48\|-3.00\|17.00\|17.03\|16.36\|69415;2026-06-01\|16.93\|2.73\|16.50\|17.30\|16.30\|75238;2026-06-02\|16.84\|-0.53\|17.06\|17.23\|16.53\|60943;2026-06-03\|16.46\|-2.26\|16.97\|16.97\|16.26\|83842;2026-06-04\|16.59\|0.79\|16.44\|16.79\|16.20\|52963;2026-06-05\|16.69\|0.60\|16.59\|17.05\|16.01\|97455;2026-06-08\|16.80\|0.66\|16.48\|17.00\|16.18\|118405;2026-06-09\|15.48\|-1.40\|15.53\|15.55\|14.81\|109725;2026-06-10\|14.96\|-3.36\|15.34\|15.58\|14.70\|67992;2026-06-11\|14.80\|-1.07\|14.90\|15.05\|14.52\|48717;2026-06-12\|15.33\|3.58\|15.00\|16.28\|14.74\|110635;2026-06-15\|15.46\|0.85\|15.61\|15.79\|15.30\|52683;2026-06-16\|15.41\|-0.32\|15.47\|15.98\|15.20\|63411;2026-06-17\|15.70\|1.88\|15.41\|15.98\|15.41\|63446;2026-06-18\|15.60\|-0.64\|15.72\|15.90\|15.17\|78319;2026-06-22\|14.52\|-6.92\|15.40\|15.61\|14.27\|116531;2026-06-23\|14.17\|-2.41\|14.50\|14.50\|14.05\|76131;2026-06-24\|13.52\|-4.59\|14.10\|14.19\|13.45\|71147;2026-06-25\|12.94\|-4.29\|13.55\|13.55\|12.70\|96728;2026-06-26\|13.00\|0.46\|12.94\|13.18\|12.66\|70457;2026-06-29\|13.22\|1.69\|12.95\|13.36\|12.57\|70506;2026-06-30\|13.03\|-1.44\|13.35\|13.44\|12.90\|49743;2026-07-01\|13.12\|0.69\|13.00\|13.29\|12.95\|39455;2026-07-02\|13.36\|1.83\|13.05\|13.51\|13.02\|60057;2026-07-03\|14.70\|10.03\|13.50\|14.70\|13.49\|103632;2026-07-06\|14.35\|-2.38\|14.69\|15.14\|14.05\|139896;2026-07-07\|13.59\|-5.30\|14.30\|14.49\|13.57\|65661;2026-07-08\|13.45\|-1.03\|14.06\|14.20\|13.40\|74601;2026-07-09\|13.71\|1.93\|13.47\|13.86\|13.38\|54156;2026-07-10\|13.75\|0.29\|13.63\|14.05\|13.20\|56833;2026-07-13\|13.41\|-2.47\|13.75\|14.02\|13.35\|71006;2026-07-14\|13.76\|2.61\|13.41\|13.77\|13.24\|50166;2026-07-15\|13.89\|0.94\|13.69\|13.92\|13.62\|37075;2026-07-16\|13.65\|-1.73\|13.80\|14.00\|13.53\|63479
110753	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	定增募资10.77亿+具身智能+传感器+IMU 行业原因：国金证券指出，26年是人形机器人0-1兑现的重要节点。特斯拉链预计26Q2第一代量产产品发布，26H1供应链大批量产线建设完成，26M8开启大规模量产。国产链头部本体出货量规模有望从数千台跨越到数万台。全球将会迈入机器人“军备竞赛”。公司原因： 1、据公司2026年6月13日公告，拟向特定对象发行股票募资不超过10.77亿元，用于年产1000万套压力传感器建设项目、年产300万套IMU建设项目、研发中心建设项目及补充流动资金。 2、据公司2026年6月13日公告，具身智能、智能机器人等新兴产业快速发展，为IMU行业开辟全新应用场景，IMU作为具身智能系统的核心感知部件，可广泛应用于家庭服务机器人、医疗康复机器人等场景。 3、据公司2026年6月13日公告，公司在汽车金属高压油箱领域与理想汽车、零跑汽车、奇瑞汽车等整车企业建立了长期稳定合作关系，目前车载IMU模组、高精度IMU模组、高精度组合导航系统P-BOX等产品已达小批量试产送样阶段。	全资子公司苏州顺景持股60%设立苏州思凯灵机器人有限公司，主营机器人及惯性测量单元、压力传感器等核心部件，形成“感知-执行-场景”闭环	2026-03-09\|6.57\|-1.35\|6.66\|6.75\|6.51\|239984;2026-03-10\|6.74\|2.59\|6.61\|6.81\|6.56\|202660;2026-03-11\|7.05\|4.60\|6.72\|7.08\|6.72\|326546;2026-03-12\|7.27\|3.12\|7.02\|7.34\|6.95\|338662;2026-03-13\|7.26\|-0.14\|7.26\|7.34\|7.11\|205686;2026-03-16\|6.90\|-4.96\|7.25\|7.43\|6.90\|340830;2026-03-17\|6.72\|-2.61\|6.82\|6.94\|6.63\|311416;2026-03-18\|6.88\|2.38\|6.74\|6.93\|6.66\|223626;2026-03-19\|6.64\|-3.49\|6.77\|6.88\|6.63\|230566;2026-03-20\|6.71\|1.05\|6.71\|6.77\|6.48\|205936;2026-03-23\|6.37\|-5.07\|6.54\|6.73\|6.37\|243717;2026-03-24\|6.67\|4.71\|6.48\|6.69\|6.27\|240680;2026-03-25\|6.69\|0.30\|6.70\|6.79\|6.60\|195728;2026-03-26\|6.88\|2.84\|6.66\|6.95\|6.63\|255582;2026-03-27\|6.68\|-2.91\|6.65\|6.71\|6.55\|240650;2026-03-30\|6.55\|-1.95\|6.55\|6.63\|6.50\|146292;2026-03-31\|6.39\|-2.44\|6.50\|6.62\|6.37\|147417;2026-04-01\|6.40\|0.16\|6.46\|6.48\|6.29\|135044;2026-04-02\|6.25\|-2.34\|6.38\|6.42\|6.23\|116507;2026-04-03\|6.15\|-1.60\|6.25\|6.33\|6.06\|137225;2026-04-07\|6.25\|1.63\|6.17\|6.39\|6.17\|131540;2026-04-08\|6.45\|3.20\|6.34\|6.45\|6.30\|112238;2026-04-09\|6.45\|0.00\|6.36\|6.48\|6.30\|133383;2026-04-10\|6.49\|0.62\|6.50\|6.55\|6.45\|117289;2026-04-13\|6.64\|2.31\|6.51\|6.70\|6.51\|162255;2026-04-14\|6.91\|4.07\|6.63\|6.92\|6.63\|182897;2026-04-15\|6.74\|-2.46\|6.91\|6.91\|6.70\|186848;2026-04-16\|6.92\|2.67\|6.79\|6.97\|6.72\|190893;2026-04-17\|6.86\|-0.87\|6.92\|6.99\|6.83\|156487;2026-04-21\|6.72\|-2.04\|7.07\|7.19\|6.60\|668517;2026-04-22\|6.37\|-5.21\|6.56\|6.70\|6.31\|520017;2026-04-23\|6.38\|0.16\|6.41\|6.58\|6.21\|317302;2026-04-24\|6.11\|-4.23\|6.27\|6.36\|6.08\|303483;2026-04-27\|5.91\|-3.27\|6.14\|6.14\|5.80\|294266;2026-04-28\|5.91\|0.00\|5.89\|6.01\|5.84\|213749;2026-04-29\|6.10\|3.21\|5.91\|6.15\|5.84\|220247;2026-04-30\|5.86\|-3.93\|6.12\|6.20\|5.84\|338593;2026-05-06\|5.97\|1.88\|5.81\|6.07\|5.60\|322512;2026-05-07\|6.25\|4.69\|5.97\|6.35\|5.97\|378681;2026-05-08\|6.58\|5.28\|6.28\|6.88\|6.21\|883305;2026-05-11\|6.95\|5.62\|6.60\|7.08\|6.60\|898472;2026-05-12\|7.65\|10.07\|7.65\|7.65\|6.96\|1454326;2026-05-13\|8.42\|10.07\|8.42\|8.42\|8.42\|132320;2026-05-14\|9.26\|9.98\|9.26\|9.26\|9.26\|289428;2026-05-15\|8.37\|-9.61\|9.10\|9.10\|8.33\|2591907;2026-05-18\|8.10\|-3.23\|8.41\|8.72\|7.82\|1729567;2026-05-19\|8.33\|2.84\|7.99\|8.58\|7.90\|1521537;2026-05-20\|7.50\|-9.96\|8.33\|8.44\|7.50\|1469625;2026-05-21\|6.90\|-8.00\|7.39\|7.72\|6.90\|1339958;2026-05-22\|6.89\|-0.14\|6.81\|7.04\|6.60\|899519;2026-05-25\|6.51\|-5.52\|6.90\|6.91\|6.43\|704441;2026-05-26\|6.39\|-1.84\|6.51\|6.55\|6.24\|527756;2026-05-27\|6.22\|-2.66\|6.44\|6.51\|6.14\|442267;2026-05-28\|6.17\|-0.80\|6.18\|6.28\|6.06\|407076;2026-05-29\|5.96\|-3.40\|6.25\|6.29\|5.91\|528484;2026-06-01\|6.02\|1.01\|5.88\|6.13\|5.88\|312236;2026-06-02\|6.21\|3.16\|6.04\|6.62\|5.74\|913902;2026-06-03\|6.16\|-0.81\|6.21\|6.46\|6.06\|766918;2026-06-04\|6.04\|-1.95\|6.15\|6.30\|5.98\|515193;2026-06-05\|5.92\|-1.99\|6.06\|6.15\|5.91\|410132;2026-06-08\|5.65\|-4.56\|5.76\|5.94\|5.60\|438878;2026-06-09\|5.59\|-1.06\|5.78\|5.78\|5.52\|342684;2026-06-10\|5.42\|-3.04\|5.50\|5.55\|5.28\|423611;2026-06-11\|5.34\|-1.48\|5.37\|5.45\|5.22\|322295;2026-06-12\|5.35\|0.19\|5.45\|5.51\|5.29\|352655;2026-06-15\|5.89\|10.09\|5.75\|5.89\|5.63\|401123;2026-06-16\|5.67\|-3.74\|5.97\|6.08\|5.67\|849170;2026-06-17\|5.68\|0.18\|5.60\|5.68\|5.43\|526969;2026-06-18\|5.83\|2.64\|5.72\|6.05\|5.54\|574899;2026-06-22\|6.18\|6.00\|5.83\|6.23\|5.73\|673817;2026-06-23\|6.80\|10.03\|6.09\|6.80\|6.04\|904982;2026-06-24\|6.66\|-2.06\|6.68\|6.81\|6.50\|885440;2026-06-25\|6.10\|-8.41\|6.67\|6.76\|6.07\|736125;2026-06-26\|5.79\|-5.08\|6.14\|6.16\|5.75\|561827;2026-06-29\|5.68\|-1.90\|5.74\|5.75\|5.51\|381082;2026-06-30\|6.04\|6.34\|5.68\|6.18\|5.64\|458126;2026-07-01\|5.98\|-0.99\|6.06\|6.11\|5.85\|348591;2026-07-02\|5.88\|-1.67\|5.93\|6.16\|5.85\|346774;2026-07-03\|6.00\|2.04\|5.88\|6.03\|5.85\|309459;2026-07-06\|5.65\|-5.83\|5.99\|6.08\|5.65\|377419;2026-07-07\|5.43\|-3.89\|5.60\|5.70\|5.41\|281540;2026-07-08\|5.28\|-2.76\|5.43\|5.47\|5.27\|249904;2026-07-09\|5.24\|-0.76\|5.29\|5.35\|5.09\|286328;2026-07-10\|5.26\|0.38\|5.23\|5.39\|5.21\|287256;2026-07-13\|4.90\|-6.84\|5.21\|5.22\|4.86\|345271;2026-07-14\|4.98\|1.63\|4.85\|4.98\|4.73\|231187;2026-07-15\|5.16\|3.61\|4.96\|5.45\|4.96\|334753;2026-07-16\|5.04\|-2.33\|5.07\|5.10\|5.00\|188681
110752	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	电源产品+机器人+墨西哥扩产行业原因：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、公司主营各类磁性元器件及开关电源产品，广泛应用于汽车电子、光伏储能、充电桩、AI 服务器电源、消费电子等；目前重点研发 SST 高频变压器、高度集成磁性元器件及自循环液冷等，暂无对外收购资产的计划，专注主业及海内外产能布局。 2、据2026年3月27日年报，公司机器人能源管理项目已至工程样机验证阶段，配套扫地机自动洗拖、抑菌等功能，并同步开发2kW双向逆变储能产品抢占户储红利。 3、据2026年3月27日公告，拟定向增发募资6.5亿元，其中4.5亿元用于墨西哥生产基地，建设期36个月，将新增北美电源产能并与越南基地协同。	1、公司向机器人充电站供应电源控制板、机器狗充电电源，60W-150W机器人/机器狗电源已量产或处于验证阶段； 2、公司是电子变压器主力企业之一，公司已有变压器电感应用于液冷设备和低空经济领域	2026-03-09\|24.88\|-2.24\|24.99\|25.10\|23.72\|168803;2026-03-10\|26.16\|5.14\|25.38\|26.80\|24.76\|212857;2026-03-11\|28.78\|10.02\|26.46\|28.78\|26.46\|229249;2026-03-12\|26.99\|-6.22\|28.24\|28.50\|26.73\|309378;2026-03-13\|25.24\|-6.48\|26.38\|26.40\|25.16\|215873;2026-03-16\|24.86\|-1.51\|25.30\|25.60\|24.20\|148981;2026-03-17\|23.73\|-4.55\|24.97\|25.00\|23.61\|139001;2026-03-18\|24.84\|4.68\|23.73\|25.16\|23.73\|132804;2026-03-19\|23.56\|-5.15\|24.35\|24.49\|23.37\|111519;2026-03-20\|22.75\|-3.44\|23.72\|23.91\|22.71\|129752;2026-03-23\|21.68\|-4.70\|22.35\|23.16\|21.56\|131237;2026-03-24\|22.05\|1.71\|22.30\|22.53\|21.44\|88246;2026-03-25\|23.78\|7.85\|22.23\|24.20\|22.23\|165325;2026-03-26\|26.16\|10.01\|23.75\|26.16\|23.50\|322117;2026-03-27\|23.54\|-10.02\|25.20\|25.60\|23.54\|313652;2026-03-30\|22.68\|-3.65\|22.59\|23.10\|22.24\|267037;2026-03-31\|21.02\|-7.32\|22.55\|22.59\|21.02\|216754;2026-04-01\|21.19\|0.81\|21.43\|21.65\|21.00\|122766;2026-04-02\|20.62\|-2.69\|21.00\|21.39\|20.25\|117210;2026-04-03\|20.09\|-2.57\|20.60\|20.68\|20.00\|72140;2026-04-07\|19.94\|-0.75\|20.25\|20.55\|19.83\|74332;2026-04-08\|21.38\|7.22\|20.51\|21.42\|20.51\|123699;2026-04-09\|22.03\|3.04\|21.00\|22.39\|20.97\|132850;2026-04-10\|22.27\|1.09\|22.23\|22.58\|21.82\|147221;2026-04-13\|22.14\|-0.58\|22.00\|22.48\|21.85\|83967;2026-04-14\|22.49\|1.58\|22.40\|22.65\|22.21\|85523;2026-04-15\|22.07\|-1.87\|22.59\|22.92\|21.96\|98898;2026-04-16\|22.17\|0.45\|22.06\|22.21\|21.71\|76836;2026-04-17\|23.06\|4.01\|22.17\|23.72\|22.03\|174596;2026-04-20\|23.05\|-0.04\|23.06\|23.56\|22.75\|126270;2026-04-21\|21.48\|-6.81\|22.90\|22.96\|21.08\|225239;2026-04-22\|21.86\|1.77\|21.44\|21.87\|21.10\|116311;2026-04-23\|21.86\|0.00\|21.86\|22.59\|21.54\|106996;2026-04-24\|21.43\|-1.97\|21.70\|22.00\|21.34\|67002;2026-04-27\|21.20\|-1.07\|21.51\|21.79\|21.08\|87699;2026-04-28\|19.08\|-10.00\|19.95\|20.35\|19.08\|183344;2026-04-29\|19.62\|2.83\|18.49\|19.77\|18.48\|131976;2026-04-30\|19.31\|-1.58\|19.64\|19.78\|19.15\|110409;2026-05-06\|19.63\|1.66\|19.50\|19.87\|19.50\|86567;2026-05-07\|20.63\|5.09\|19.78\|20.75\|19.78\|110832;2026-05-08\|20.69\|0.29\|20.60\|20.87\|20.27\|79075;2026-05-11\|22.42\|8.36\|20.84\|22.76\|20.84\|261981;2026-05-12\|22.12\|-1.34\|22.58\|22.58\|21.06\|255668;2026-05-13\|24.33\|9.99\|22.19\|24.33\|22.05\|197422;2026-05-14\|26.76\|9.99\|25.00\|26.76\|24.99\|579713;2026-05-15\|25.43\|-4.25\|26.41\|26.95\|24.88\|415785;2026-05-18\|25.08\|-1.38\|25.43\|25.66\|24.46\|268361;2026-05-19\|27.59\|10.01\|25.00\|27.59\|24.86\|297359;2026-05-20\|30.35\|10.00\|29.33\|30.35\|28.56\|427539;2026-05-21\|28.20\|-7.08\|30.36\|30.66\|28.05\|539524;2026-05-22\|28.87\|2.38\|28.75\|30.46\|28.27\|395927;2026-05-25\|28.31\|-1.94\|29.33\|29.89\|27.78\|296591;2026-05-26\|28.54\|0.81\|28.10\|29.97\|27.36\|429552;2026-05-27\|30.14\|5.61\|28.54\|31.23\|28.11\|461623;2026-05-28\|29.96\|-0.60\|29.12\|30.63\|28.70\|474662;2026-05-29\|27.72\|-7.48\|29.40\|29.42\|27.39\|346656;2026-06-01\|26.99\|-2.63\|27.80\|28.32\|26.52\|238714;2026-06-02\|26.37\|-2.30\|26.67\|27.18\|25.70\|179583;2026-06-03\|25.40\|-3.68\|26.11\|27.33\|25.02\|310976;2026-06-04\|25.20\|-0.79\|24.90\|26.09\|24.90\|156189;2026-06-05\|26.01\|3.21\|25.05\|26.70\|23.41\|296566;2026-06-08\|24.06\|-7.50\|25.63\|26.15\|23.86\|184447;2026-06-09\|24.82\|3.16\|25.26\|25.28\|24.10\|155177;2026-06-10\|23.37\|-5.84\|24.80\|24.81\|23.08\|142136;2026-06-11\|22.52\|-3.64\|23.18\|23.35\|22.27\|128690;2026-06-12\|22.05\|-2.09\|23.15\|24.26\|21.86\|164541;2026-06-15\|23.36\|5.94\|22.34\|23.37\|22.34\|159398;2026-06-16\|25.70\|10.02\|23.66\|25.70\|23.20\|105956;2026-06-17\|24.69\|-3.93\|25.83\|26.18\|24.55\|333723;2026-06-18\|24.37\|-1.30\|24.57\|24.84\|24.20\|191867;2026-06-22\|25.03\|2.71\|24.70\|25.96\|24.50\|326777;2026-06-23\|24.21\|-3.28\|24.99\|25.37\|24.03\|276855;2026-06-24\|23.84\|-1.53\|23.72\|24.55\|22.99\|185807;2026-06-25\|22.70\|-4.78\|23.85\|23.90\|22.53\|172302;2026-06-26\|21.52\|-5.20\|22.57\|23.35\|21.40\|176573;2026-06-29\|20.83\|-3.21\|21.51\|22.70\|20.20\|152389;2026-06-30\|21.05\|1.06\|20.98\|21.28\|20.42\|124755;2026-07-01\|20.68\|-1.76\|21.16\|21.58\|20.54\|149940;2026-07-02\|19.70\|-4.74\|20.22\|20.65\|19.63\|154020;2026-07-03\|19.92\|1.12\|19.70\|20.54\|19.60\|126188;2026-07-06\|20.02\|0.50\|19.93\|21.40\|19.80\|197028;2026-07-07\|18.79\|-6.14\|19.90\|20.17\|18.75\|160096;2026-07-08\|17.56\|-6.55\|18.85\|19.03\|17.50\|172332;2026-07-09\|17.75\|1.08\|17.58\|17.83\|16.80\|139710;2026-07-10\|17.40\|-1.97\|17.72\|18.02\|17.37\|118108;2026-07-13\|15.93\|-8.45\|17.23\|17.30\|15.83\|155575;2026-07-14\|16.20\|1.69\|16.00\|16.25\|15.37\|114616;2026-07-15\|15.84\|-2.22\|16.21\|16.59\|15.73\|106902;2026-07-16\|15.26\|-3.66\|15.50\|15.93\|15.16\|104550
110751	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	PCB概念+PI膜+锂电池隔膜设备行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报及2026年5月15日互动易，公司通过控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并联动控股子公司有泽新材的PI膜与FCCL业务，打造“设备+材料”一体化解决方案。 2、据2026年4月29日年报，公司通过控股子公司江西有泽新材布局高性能PI薄膜业务，该产品广泛应用于柔性线路板、半导体、5G通信等领域。 3、据2025年11月28日互动易，目前已成功开拓了湿法锂电池隔膜设备、干法锂电池隔膜设备、隔膜涂覆设备、正负极片涂布设备等一系列新能源设备，公司拥有数十年高端智能装备制造经验，后续将通过产业基金积极拓宽设备新品类，适配产业链技术发展需求。	1、公司机器人目前主要产品为码垛机器人、协作机器人； 2、控股子公司江西有泽新材料生产的PI薄膜可用于固态电池，其高电绝缘、耐高温特性可提升电池安全性，有研究表明相关固态电池能量密度可达300Wh/kg，CPI薄膜可用于电池封装环节	2026-03-09\|53.75\|-4.44\|55.21\|55.25\|52.38\|10589;2026-03-10\|54.86\|2.07\|54.19\|55.18\|54.00\|5911;2026-03-11\|54.65\|-0.38\|55.00\|55.65\|54.40\|7027;2026-03-12\|52.63\|-3.70\|54.47\|54.88\|52.41\|9299;2026-03-13\|52.44\|-0.36\|52.63\|53.45\|52.21\|5186;2026-03-16\|50.33\|-4.02\|52.44\|52.50\|49.97\|15930;2026-03-17\|49.81\|-1.03\|50.78\|50.89\|48.86\|14136;2026-03-18\|50.41\|1.20\|49.57\|50.59\|49.06\|6845;2026-03-19\|49.87\|-1.07\|49.66\|50.99\|49.37\|8681;2026-03-20\|49.42\|-0.90\|49.87\|50.59\|49.11\|5784;2026-03-23\|46.98\|-4.94\|45.82\|50.18\|45.82\|9827;2026-03-24\|47.84\|1.83\|47.92\|48.19\|46.50\|7345;2026-03-25\|48.81\|2.03\|47.94\|49.50\|47.94\|5651;2026-03-26\|47.66\|-2.36\|48.55\|49.45\|47.12\|7504;2026-03-27\|47.85\|0.40\|46.87\|48.66\|46.87\|5208;2026-03-30\|46.71\|-2.38\|46.89\|47.80\|46.16\|8223;2026-03-31\|45.50\|-2.59\|46.60\|47.48\|45.50\|6339;2026-04-01\|48.29\|6.13\|46.41\|48.73\|46.01\|13054;2026-04-02\|51.00\|5.61\|48.98\|51.30\|47.88\|21337;2026-04-03\|52.91\|3.75\|50.50\|53.88\|50.01\|25937;2026-04-07\|52.40\|-0.96\|53.70\|53.74\|50.34\|17038;2026-04-08\|54.60\|4.20\|52.55\|56.30\|52.55\|26989;2026-04-09\|53.60\|-1.83\|53.32\|55.11\|53.32\|18288;2026-04-10\|53.33\|-0.50\|54.00\|54.35\|52.00\|15834;2026-04-13\|51.78\|-2.91\|53.12\|53.25\|51.55\|10959;2026-04-14\|52.33\|1.06\|51.79\|52.88\|51.12\|11512;2026-04-15\|51.98\|-0.67\|52.47\|52.82\|51.78\|6344;2026-04-16\|55.66\|7.08\|52.70\|56.80\|51.53\|25590;2026-04-17\|60.02\|7.83\|55.66\|60.68\|55.00\|26261;2026-04-20\|59.10\|-1.53\|60.02\|60.90\|58.50\|19200;2026-04-21\|58.75\|-0.59\|59.09\|59.95\|58.08\|12799;2026-04-22\|58.50\|-0.43\|58.50\|59.55\|58.01\|9940;2026-04-23\|57.51\|-1.69\|58.50\|58.50\|57.00\|10164;2026-04-24\|58.22\|1.23\|57.28\|58.76\|56.90\|10208;2026-04-27\|57.03\|-2.04\|58.23\|58.24\|55.57\|16148;2026-04-28\|54.30\|-4.79\|56.90\|56.91\|54.00\|11482;2026-04-29\|55.00\|1.29\|53.74\|57.22\|52.58\|17854;2026-04-30\|55.72\|1.31\|54.97\|56.93\|54.09\|15825;2026-05-06\|55.00\|-1.29\|56.34\|56.90\|54.44\|13476;2026-05-07\|58.18\|5.78\|55.00\|58.21\|54.67\|17082;2026-05-08\|59.00\|1.41\|58.00\|59.49\|57.50\|11753;2026-05-11\|60.08\|1.83\|59.54\|61.64\|59.51\|18730;2026-05-12\|58.49\|-2.65\|60.20\|60.48\|57.91\|11040;2026-05-13\|64.34\|10.00\|58.45\|64.34\|57.09\|29579;2026-05-14\|70.77\|9.99\|65.05\|70.77\|64.04\|52570;2026-05-15\|69.80\|-1.37\|70.45\|73.49\|68.21\|53107;2026-05-18\|67.00\|-4.01\|68.35\|70.38\|66.33\|38965;2026-05-19\|64.19\|-4.19\|66.99\|67.35\|62.10\|41319;2026-05-20\|65.79\|2.49\|63.55\|66.45\|62.82\|31953;2026-05-21\|62.14\|-5.55\|64.55\|65.32\|61.80\|25332;2026-05-22\|66.12\|6.40\|62.19\|66.90\|62.19\|27260;2026-05-25\|64.21\|-2.89\|65.12\|66.00\|62.31\|22798;2026-05-26\|61.95\|-3.52\|64.50\|64.88\|61.23\|15982;2026-05-27\|60.57\|-2.23\|62.36\|63.88\|60.00\|14738;2026-05-28\|61.51\|1.55\|60.11\|61.80\|59.29\|12804;2026-05-29\|56.95\|-7.41\|61.59\|61.96\|56.31\|19486;2026-06-01\|54.96\|-3.49\|56.50\|57.44\|54.61\|10477;2026-06-02\|42.00\|7.42\|39.20\|42.30\|35.85\|40561;2026-06-03\|46.20\|10.00\|42.00\|46.20\|41.50\|31966;2026-06-04\|47.00\|1.73\|45.33\|47.95\|43.50\|72527;2026-06-05\|46.46\|-1.15\|46.89\|49.26\|44.89\|73141;2026-06-08\|45.16\|-2.80\|44.00\|46.77\|43.58\|41798;2026-06-09\|48.28\|6.91\|45.17\|49.22\|44.23\|48359;2026-06-10\|45.76\|-5.22\|47.61\|49.10\|44.53\|45286;2026-06-11\|44.63\|-2.47\|45.52\|45.52\|43.68\|28110;2026-06-12\|43.03\|-3.58\|45.16\|46.24\|42.85\|26093;2026-06-15\|45.15\|4.93\|43.54\|45.49\|43.53\|34729;2026-06-16\|45.30\|0.33\|44.94\|46.52\|43.51\|35745;2026-06-17\|49.83\|10.00\|45.00\|49.83\|44.55\|51199;2026-06-18\|49.05\|-1.57\|50.67\|51.98\|48.18\|54729;2026-06-22\|47.77\|-2.61\|49.54\|49.64\|47.00\|35368;2026-06-23\|49.50\|3.62\|47.44\|51.26\|46.63\|62512;2026-06-24\|52.49\|6.04\|48.20\|52.53\|45.68\|79405;2026-06-25\|50.47\|-3.85\|51.02\|51.20\|48.02\|57039;2026-06-26\|50.08\|-0.77\|51.16\|51.50\|48.63\|33836;2026-06-29\|53.60\|7.03\|49.52\|54.99\|49.10\|67010;2026-06-30\|53.13\|-0.88\|53.13\|54.45\|50.95\|47935;2026-07-01\|47.84\|-9.96\|52.72\|52.86\|47.82\|55565;2026-07-02\|43.06\|-9.99\|44.57\|45.86\|43.06\|36855;2026-07-03\|42.75\|-0.72\|42.50\|44.08\|41.15\|30663;2026-07-06\|40.25\|-5.85\|42.71\|43.59\|39.69\|27490;2026-07-07\|39.10\|-2.86\|39.80\|40.25\|39.00\|15364;2026-07-08\|38.84\|-0.67\|38.71\|39.65\|37.92\|16045;2026-07-09\|37.90\|-2.42\|38.50\|39.10\|36.97\|20933;2026-07-10\|37.31\|-1.56\|37.50\|38.54\|37.27\|16256;2026-07-13\|34.31\|-8.04\|37.14\|37.29\|34.16\|19676;2026-07-14\|34.51\|0.58\|34.00\|34.65\|33.31\|17765;2026-07-15\|33.38\|-3.27\|34.01\|34.67\|32.80\|16206;2026-07-16\|33.33\|-0.15\|33.94\|34.54\|32.80\|17751
110750	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	PCB业务+半导体检测+人形机器人行业原因： 1、据财闻，业内消息人士透露，英伟达已与ODM合作伙伴敲定下一代AI芯片Vera Rubin的量产方案，计划于6月进入试产阶段，7月起开始向北美主要云服务商发货。 2、天风证券指出，英伟达全新架构发布带动PCB用量增长2-3倍、价值量提升4-5倍。公司原因： 1、据2026年4月25日年报，公司具身智能方案2025年新签2.26亿元，同比增70.95%，人形机器人大脑域控制器已获智元、银河通用、傅里叶等主流厂商批量订单。 2、据2026年4月25日年报，公司PCB业务2025年AOI检测设备订单同比增74.40%，高端LDI、激光钻孔装备批量交付东山精密、沪电股份等头部客户。 3、据2026年3月28日公告，公司拟10亿元投建苏州高端视觉装备产业化项目，用于具身智能及PCB、半导体检测装备规模化扩产。	公司人形机器人大脑控制器已获得多个知名客户订单，并有更多客户正在验证中	2026-03-09\|59.80\|-3.56\|61.00\|61.00\|58.45\|39483;2026-03-10\|62.31\|4.20\|60.68\|62.56\|60.07\|35653;2026-03-11\|61.07\|-1.99\|62.55\|62.82\|60.92\|26337;2026-03-12\|60.34\|-1.20\|60.77\|61.22\|59.60\|17461;2026-03-13\|58.59\|-2.90\|59.67\|60.50\|58.59\|17599;2026-03-16\|59.28\|1.18\|58.65\|59.40\|57.14\|19212;2026-03-17\|57.12\|-3.64\|59.59\|59.78\|57.08\|15522;2026-03-18\|58.90\|3.12\|57.36\|59.13\|57.05\|18752;2026-03-19\|57.90\|-1.70\|58.00\|59.55\|57.28\|25043;2026-03-20\|59.18\|2.21\|58.70\|60.58\|57.27\|43991;2026-03-23\|54.03\|-8.70\|57.01\|58.94\|53.47\|47700;2026-03-24\|57.39\|6.22\|55.39\|57.57\|54.15\|50410;2026-03-25\|59.19\|3.14\|57.49\|60.30\|57.01\|39549;2026-03-26\|58.34\|-1.44\|59.30\|59.79\|57.63\|20581;2026-03-27\|59.78\|2.47\|57.58\|60.50\|56.98\|30820;2026-03-30\|60.65\|1.46\|58.97\|61.14\|58.43\|24300;2026-03-31\|58.23\|-3.99\|60.54\|60.60\|58.01\|18139;2026-04-01\|60.16\|3.31\|59.20\|60.61\|59.01\|21371;2026-04-02\|58.01\|-3.57\|59.80\|60.15\|57.22\|14958;2026-04-03\|61.41\|5.86\|58.09\|63.50\|56.85\|50493;2026-04-07\|64.35\|4.79\|61.51\|66.36\|61.00\|49779;2026-04-08\|69.08\|7.35\|66.02\|71.90\|65.35\|82517;2026-04-09\|69.82\|1.07\|68.30\|70.66\|67.18\|58309;2026-04-10\|68.51\|-1.88\|69.99\|72.18\|68.51\|42167;2026-04-13\|68.48\|-0.04\|67.67\|70.50\|67.67\|32416;2026-04-14\|69.85\|2.00\|68.45\|70.60\|68.45\|26405;2026-04-15\|69.20\|-0.93\|70.40\|71.68\|68.80\|27506;2026-04-16\|71.93\|3.95\|72.48\|76.00\|70.59\|57152;2026-04-17\|73.87\|2.70\|71.92\|75.33\|70.69\|35087;2026-04-20\|71.94\|-2.61\|73.87\|73.87\|70.69\|40281;2026-04-21\|71.36\|-0.81\|70.61\|72.46\|70.61\|18825;2026-04-22\|72.09\|1.02\|70.60\|72.77\|70.60\|26199;2026-04-23\|68.73\|-4.66\|71.29\|72.13\|67.60\|45600;2026-04-24\|69.04\|0.45\|68.45\|69.98\|68.32\|28618;2026-04-27\|71.65\|3.78\|71.50\|74.55\|70.90\|49682;2026-04-28\|70.30\|-1.88\|71.00\|72.50\|69.50\|26652;2026-04-29\|69.80\|-0.71\|69.92\|70.90\|68.83\|26978;2026-04-30\|72.08\|3.27\|70.70\|72.89\|69.51\|42686;2026-05-06\|71.45\|-0.87\|72.39\|73.08\|70.67\|40764;2026-05-07\|80.17\|12.20\|74.48\|81.36\|71.99\|81581;2026-05-08\|77.88\|-2.86\|79.00\|79.87\|76.90\|45606;2026-05-11\|77.32\|-0.72\|78.32\|78.58\|75.76\|42053;2026-05-12\|77.62\|0.39\|77.08\|79.20\|74.81\|41998;2026-05-13\|93.14\|19.99\|76.17\|93.14\|76.03\|104225;2026-05-14\|90.63\|-2.69\|93.14\|96.99\|89.40\|102283;2026-05-15\|96.45\|6.42\|89.03\|98.99\|89.03\|122777;2026-05-18\|103.90\|7.72\|100.00\|109.44\|100.00\|143939;2026-05-19\|103.31\|-0.57\|104.42\|105.20\|99.66\|86519;2026-05-20\|100.29\|-2.92\|99.46\|103.11\|99.31\|79824;2026-05-21\|95.48\|-4.80\|99.67\|102.99\|94.81\|89379;2026-05-22\|104.30\|9.24\|96.25\|105.28\|96.25\|82916;2026-05-25\|101.32\|-2.86\|103.26\|103.91\|98.88\|76132;2026-05-26\|95.99\|-5.26\|98.81\|101.13\|95.10\|70771;2026-05-27\|104.90\|9.28\|94.05\|108.36\|94.05\|93861;2026-05-28\|112.31\|7.06\|105.00\|115.10\|100.96\|95788;2026-05-29\|101.96\|-9.22\|114.00\|117.74\|100.57\|85199;2026-06-01\|94.70\|-7.12\|102.11\|104.51\|94.00\|67310;2026-06-02\|97.81\|3.28\|95.90\|100.00\|95.38\|58786;2026-06-03\|111.31\|13.80\|100.74\|117.37\|99.03\|103258;2026-06-04\|107.90\|-3.06\|105.75\|114.43\|105.50\|76889;2026-06-05\|105.00\|-2.23\|105.63\|110.01\|102.88\|72229;2026-06-08\|110.38\|5.12\|99.06\|112.00\|97.22\|98842;2026-06-09\|101.30\|-8.23\|108.00\|109.94\|100.00\|122579;2026-06-10\|98.52\|-2.74\|96.20\|98.98\|92.30\|107313;2026-06-11\|95.57\|-2.99\|95.00\|100.50\|93.88\|74847;2026-06-12\|105.49\|10.38\|100.45\|114.60\|99.38\|140714;2026-06-15\|108.60\|2.95\|103.66\|109.00\|103.02\|105740;2026-06-16\|109.36\|0.70\|106.92\|110.89\|105.08\|89074;2026-06-17\|116.20\|6.25\|107.89\|117.44\|107.10\|118294;2026-06-18\|124.42\|7.07\|117.60\|128.88\|115.01\|125015;2026-06-22\|115.00\|-7.57\|124.00\|126.22\|108.00\|133672;2026-06-23\|112.55\|-2.13\|112.43\|114.30\|107.07\|68142;2026-06-24\|120.19\|6.79\|111.00\|120.43\|107.28\|81929;2026-06-25\|117.33\|-2.38\|123.00\|123.86\|112.55\|76524;2026-06-26\|127.92\|9.03\|114.00\|133.22\|114.00\|122486;2026-06-29\|120.92\|-5.47\|128.64\|133.22\|113.23\|115830;2026-06-30\|127.30\|5.28\|119.55\|128.01\|119.55\|78818;2026-07-01\|130.74\|2.70\|127.99\|138.00\|123.34\|111481;2026-07-02\|116.04\|-11.24\|121.52\|128.17\|113.88\|99262;2026-07-03\|110.90\|-4.43\|115.61\|116.85\|109.00\|71721;2026-07-06\|104.50\|-5.77\|111.55\|112.75\|104.00\|70565;2026-07-07\|98.97\|-5.29\|104.29\|104.44\|97.20\|68027;2026-07-08\|98.21\|-0.77\|99.34\|100.99\|95.39\|46053;2026-07-09\|102.87\|4.74\|99.90\|103.70\|95.33\|57483;2026-07-10\|96.49\|-6.20\|104.66\|106.69\|96.00\|62826;2026-07-13\|87.49\|-9.33\|95.80\|96.32\|86.88\|62307;2026-07-14\|90.33\|3.25\|88.43\|91.48\|86.10\|53444;2026-07-15\|86.79\|-3.92\|92.03\|92.10\|85.60\|40776;2026-07-16\|82.00\|-5.52\|85.50\|87.49\|81.00\|46274
110749	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	涨停揭秘：业绩高增叠加机器人概念催化，染料量价齐升与宇树科技间接持股共振；涨停缘由：2026年一季度归母净利润增33.02%、扣非增38.78%，核心染料均价同比+5.01%；受让浙江容腾基金份额间接持有宇树科技，Optimus量产临近强化机器人产业链预期；资金逻辑：主力资金净流入1863.1万元，占总成交额8.57%，换电+染料+机器人三重概念获资金集中博弈；风险提示：机器人业务为间接参股，尚未产生实质性收益；染料价格波动及海外政策变动存在不确定性	公司主要从事中高端染料和纺织助剂的研产销，此前受让浙江容腾基金份额0.8333%，后者投资了宇树科技	2026-03-09\|25.15\|-3.93\|26.00\|26.26\|25.00\|46901;2026-03-10\|24.84\|-1.23\|25.34\|25.50\|24.72\|42107;2026-03-11\|24.54\|-1.21\|25.00\|25.38\|24.41\|41502;2026-03-12\|24.50\|-0.16\|24.54\|24.60\|23.50\|55162;2026-03-13\|23.72\|-3.18\|24.50\|24.86\|23.60\|45234;2026-03-16\|23.77\|0.21\|23.74\|24.18\|23.31\|37215;2026-03-17\|23.14\|-2.65\|23.96\|23.96\|23.02\|27690;2026-03-18\|23.60\|1.99\|23.32\|23.62\|22.92\|24915;2026-03-19\|22.17\|-6.06\|23.25\|23.50\|22.00\|34810;2026-03-20\|21.63\|-2.44\|22.26\|22.50\|21.39\|29237;2026-03-23\|19.47\|-9.99\|21.35\|21.35\|19.47\|55670;2026-03-24\|19.94\|2.41\|19.63\|20.20\|19.41\|39779;2026-03-25\|20.59\|3.26\|20.20\|20.89\|19.87\|44616;2026-03-26\|20.60\|0.05\|20.58\|21.00\|20.00\|26726;2026-03-27\|20.54\|-0.29\|20.27\|20.73\|20.12\|18900;2026-03-30\|21.35\|3.94\|20.40\|21.77\|20.24\|42310;2026-03-31\|22.00\|3.04\|21.70\|23.28\|21.45\|55413;2026-04-01\|21.92\|-0.36\|22.55\|22.85\|21.70\|39146;2026-04-02\|21.10\|-3.74\|21.61\|21.89\|20.83\|27400;2026-04-03\|20.49\|-2.89\|20.70\|21.34\|20.41\|21325;2026-04-07\|21.95\|7.13\|20.49\|22.02\|20.38\|39518;2026-04-08\|22.77\|3.74\|22.39\|22.92\|22.05\|32717;2026-04-09\|22.16\|-2.68\|22.63\|22.70\|22.06\|17964;2026-04-10\|22.06\|-0.45\|22.32\|22.50\|21.91\|22432;2026-04-13\|21.91\|-0.68\|22.00\|22.20\|21.60\|20552;2026-04-14\|21.55\|-1.64\|22.27\|22.27\|21.43\|21900;2026-04-15\|21.58\|0.14\|21.77\|22.08\|21.54\|20881;2026-04-16\|22.21\|2.92\|21.70\|22.33\|21.51\|22201;2026-04-17\|22.17\|-0.18\|22.31\|22.40\|21.96\|16421;2026-04-20\|22.57\|1.80\|22.30\|23.10\|21.90\|37383;2026-04-21\|23.21\|2.84\|22.63\|23.55\|22.35\|30161;2026-04-22\|23.28\|0.30\|23.39\|23.95\|23.02\|29477;2026-04-23\|23.28\|0.00\|23.18\|23.48\|23.02\|25239;2026-04-24\|23.35\|0.30\|23.01\|23.50\|22.78\|27750;2026-04-27\|24.24\|3.81\|23.88\|24.50\|22.88\|72318;2026-04-28\|24.12\|-0.49\|24.00\|25.12\|24.00\|48724;2026-04-29\|24.39\|1.12\|24.09\|24.80\|23.93\|30851;2026-04-30\|24.54\|0.61\|24.58\|24.86\|24.27\|27793;2026-05-06\|25.41\|3.55\|24.54\|25.56\|24.28\|43562;2026-05-07\|25.03\|-1.50\|25.26\|25.27\|24.42\|41048;2026-05-08\|25.28\|1.00\|24.92\|25.64\|24.79\|39905;2026-05-11\|26.09\|3.20\|25.18\|26.95\|25.12\|57821;2026-05-12\|25.82\|-1.03\|26.10\|26.19\|25.52\|28476;2026-05-13\|28.40\|9.99\|25.99\|28.40\|25.60\|78857;2026-05-14\|28.13\|-0.95\|28.50\|28.75\|27.50\|80187;2026-05-15\|29.03\|3.20\|28.58\|29.80\|28.58\|68131;2026-05-18\|28.59\|-1.52\|29.61\|29.61\|27.50\|48068;2026-05-19\|29.22\|2.20\|28.59\|29.59\|28.50\|40473;2026-05-20\|32.14\|9.99\|29.80\|32.14\|29.29\|60671;2026-05-21\|31.78\|-1.12\|32.14\|33.95\|31.14\|103335;2026-05-22\|32.88\|3.46\|32.27\|32.99\|31.01\|69804;2026-05-25\|29.59\|-10.01\|32.72\|32.78\|29.59\|75119;2026-05-26\|29.31\|-0.95\|29.02\|30.50\|27.56\|88859;2026-05-27\|28.29\|-3.48\|28.30\|29.45\|28.05\|55224;2026-05-28\|28.01\|-0.99\|28.10\|28.63\|27.11\|51896;2026-05-29\|26.20\|-6.46\|28.10\|28.12\|25.92\|47668;2026-06-01\|25.31\|-3.40\|25.97\|26.74\|25.26\|38318;2026-06-02\|24.93\|-1.50\|25.20\|25.80\|24.54\|28890;2026-06-03\|25.08\|0.60\|24.98\|25.77\|24.75\|29030;2026-06-04\|24.87\|-0.84\|24.90\|25.50\|24.58\|23617;2026-06-05\|27.21\|9.98\|24.69\|27.21\|24.00\|57436;2026-06-08\|25.55\|-6.10\|26.40\|26.87\|25.43\|69308;2026-06-09\|25.76\|0.82\|26.11\|26.67\|25.00\|34723;2026-06-10\|25.89\|0.50\|25.50\|26.16\|25.24\|31008;2026-06-11\|26.14\|0.97\|25.80\|27.00\|25.58\|52651;2026-06-12\|25.12\|-3.90\|26.00\|26.28\|25.01\|35485;2026-06-15\|25.66\|2.15\|25.63\|25.80\|24.62\|44291;2026-06-16\|25.55\|-0.43\|25.66\|25.98\|25.31\|35582;2026-06-17\|26.02\|1.84\|25.30\|26.40\|25.20\|33452;2026-06-18\|27.18\|4.46\|26.02\|27.48\|25.42\|49403;2026-06-22\|26.30\|-3.24\|27.00\|27.48\|25.42\|64196;2026-06-23\|25.78\|-1.98\|26.00\|26.67\|25.48\|39802;2026-06-24\|25.35\|-1.67\|25.44\|26.47\|25.25\|39527;2026-06-25\|22.82\|-9.98\|25.20\|25.33\|22.82\|70242;2026-06-26\|22.26\|-2.45\|22.09\|22.87\|21.65\|80689;2026-06-29\|21.74\|-2.34\|22.26\|23.20\|21.21\|64457;2026-06-30\|21.34\|-1.84\|21.75\|21.96\|20.90\|44142;2026-07-01\|22.63\|6.04\|21.72\|23.35\|21.25\|54542;2026-07-02\|24.89\|9.99\|22.63\|24.89\|22.61\|29712;2026-07-03\|25.10\|0.84\|24.42\|25.60\|23.81\|77341;2026-07-06\|23.71\|-5.54\|24.96\|25.37\|23.58\|48301;2026-07-07\|23.15\|-2.36\|23.94\|24.49\|23.00\|58813;2026-07-08\|22.28\|-3.76\|23.15\|23.40\|22.25\|32234;2026-07-09\|22.00\|-1.26\|22.10\|22.28\|21.33\|28318;2026-07-10\|21.95\|-0.23\|21.96\|22.70\|21.70\|32392;2026-07-13\|21.97\|0.09\|22.20\|23.46\|21.65\|52555;2026-07-14\|21.75\|-1.00\|21.97\|22.27\|21.06\|32404;2026-07-15\|22.29\|2.48\|21.61\|22.88\|21.48\|38783;2026-07-16\|21.93\|-1.62\|22.20\|22.88\|21.86\|30154
110748		涨停揭秘：五一消费回暖叠加厨房小家电龙头业绩改善；涨停缘由：五一黄金周消费数据超预期提振大消费板块，公司作为厨房小家电自主品牌龙头，2025年营收与净利双增且毛利率提升；资金逻辑：主力资金连续三日净流入，5月11日换手率达8.4%，量价配合良好；风险提示：行业竞争加剧，原材料价格波动影响利润弹性，外销占比提升带来汇率风险	控股股东拟协议转让10%公司股份	2026-03-09\|34.58\|-0.66\|34.73\|34.87\|33.81\|11794;2026-03-10\|35.50\|2.66\|34.75\|35.52\|34.66\|8825;2026-03-11\|34.57\|-2.62\|35.50\|35.96\|34.36\|16877;2026-03-12\|34.28\|-0.84\|35.26\|35.55\|34.01\|12713;2026-03-13\|34.53\|0.73\|34.60\|35.47\|33.99\|14561;2026-03-16\|34.60\|0.20\|34.78\|35.19\|34.44\|9744;2026-03-17\|33.69\|-2.63\|34.67\|35.40\|33.61\|12497;2026-03-18\|34.55\|2.55\|33.83\|34.76\|33.70\|11157;2026-03-19\|33.50\|-3.04\|34.36\|34.54\|33.36\|9888;2026-03-20\|32.58\|-2.75\|33.49\|33.92\|32.40\|10607;2026-03-23\|30.86\|-5.28\|32.13\|32.28\|30.78\|16797;2026-03-24\|32.34\|4.80\|31.80\|32.40\|30.82\|11099;2026-03-25\|32.75\|1.27\|32.97\|32.97\|32.28\|10114;2026-03-26\|31.97\|-2.38\|32.97\|33.07\|31.60\|9213;2026-03-27\|31.93\|-0.13\|30.96\|32.39\|30.96\|12086;2026-03-30\|31.97\|0.13\|32.20\|32.61\|31.43\|12740;2026-03-31\|31.16\|-2.53\|32.50\|32.50\|31.01\|12301;2026-04-01\|31.94\|2.50\|31.98\|32.21\|31.40\|11895;2026-04-02\|31.13\|-2.54\|31.94\|32.24\|30.80\|9361;2026-04-03\|30.00\|-3.63\|32.10\|32.10\|29.66\|12240;2026-04-07\|31.06\|3.53\|30.15\|31.39\|29.64\|10275;2026-04-08\|31.81\|2.41\|31.68\|32.10\|31.43\|10828;2026-04-09\|30.97\|-2.64\|32.06\|32.06\|30.75\|8652;2026-04-10\|31.16\|0.61\|30.98\|31.53\|30.82\|9068;2026-04-13\|31.04\|-0.39\|30.72\|31.12\|30.38\|8184;2026-04-14\|30.80\|-0.77\|31.20\|31.45\|30.40\|11702;2026-04-15\|30.77\|-0.10\|30.81\|31.16\|30.58\|7478;2026-04-16\|31.59\|2.66\|30.78\|31.80\|30.49\|8148;2026-04-17\|31.54\|-0.16\|31.46\|31.73\|31.08\|8517;2026-04-20\|31.79\|0.79\|31.56\|31.98\|30.55\|8183;2026-04-21\|31.57\|-0.69\|31.76\|32.28\|31.26\|8356;2026-04-22\|31.74\|0.54\|31.40\|32.38\|31.40\|8500;2026-04-23\|31.34\|-1.26\|31.66\|31.81\|31.18\|7357;2026-04-24\|32.14\|2.55\|31.32\|32.36\|30.98\|14085;2026-04-27\|32.40\|0.81\|32.45\|32.50\|30.82\|20906;2026-04-28\|33.35\|2.93\|32.34\|33.55\|31.96\|27128;2026-04-29\|34.04\|2.07\|33.12\|34.19\|33.02\|18176;2026-04-30\|34.34\|0.88\|34.30\|34.67\|33.70\|12975;2026-05-06\|36.30\|5.71\|34.50\|36.87\|34.31\|36345;2026-05-07\|36.41\|0.30\|36.25\|37.93\|35.95\|38810;2026-05-08\|37.56\|3.16\|36.39\|37.80\|36.23\|17716;2026-05-11\|41.32\|10.01\|37.95\|41.32\|37.56\|25056;2026-05-12\|45.45\|10.00\|45.45\|45.45\|45.45\|5155;2026-05-13\|50.00\|10.01\|50.00\|50.00\|50.00\|5995;2026-05-14\|55.00\|10.00\|55.00\|55.00\|55.00\|4158;2026-05-15\|60.50\|10.00\|60.50\|60.50\|60.50\|5683;2026-05-18\|66.55\|10.00\|66.55\|66.55\|63.01\|67295;2026-05-19\|73.21\|10.01\|73.17\|73.21\|71.68\|30275;2026-05-20\|80.53\|10.00\|80.53\|80.53\|67.67\|98862;2026-05-21\|88.00\|9.28\|81.00\|88.58\|80.51\|44937;2026-05-22\|79.20\|-10.00\|79.20\|90.00\|79.20\|24084;2026-05-25\|71.28\|-10.00\|73.14\|75.00\|71.28\|82795;2026-05-26\|73.41\|2.99\|71.88\|78.00\|71.28\|72056;2026-05-27\|74.80\|1.89\|71.03\|76.65\|70.18\|55632;2026-05-28\|77.99\|4.26\|72.86\|78.90\|72.00\|49173;2026-05-29\|82.88\|6.27\|79.00\|84.05\|76.38\|48811;2026-06-01\|74.59\|-10.00\|82.88\|87.60\|74.59\|52253;2026-06-02\|67.03\|-9.99\|72.26\|72.60\|67.02\|50237;2026-06-03\|73.73\|10.00\|70.01\|73.73\|70.01\|20395;2026-06-04\|71.68\|-2.78\|75.99\|79.88\|71.45\|90610;2026-06-05\|70.54\|-1.59\|73.36\|77.50\|70.06\|66567;2026-06-08\|68.45\|-2.96\|69.29\|70.54\|66.68\|47964;2026-06-09\|68.21\|-0.35\|69.75\|71.00\|67.10\|30421;2026-06-10\|65.57\|-3.87\|67.94\|68.17\|64.87\|27690;2026-06-11\|68.14\|3.92\|63.98\|68.50\|63.98\|31301;2026-06-12\|68.89\|1.10\|68.35\|70.09\|67.45\|24240;2026-06-15\|70.68\|2.60\|70.00\|71.80\|66.50\|33176;2026-06-16\|64.51\|-8.73\|70.68\|71.88\|63.61\|61624;2026-06-17\|68.95\|6.88\|66.00\|68.98\|59.20\|71526;2026-06-18\|69.28\|0.48\|68.00\|69.70\|64.62\|56908;2026-06-22\|71.51\|3.22\|68.77\|73.88\|67.00\|54576;2026-06-23\|70.41\|-1.54\|70.00\|71.38\|68.88\|34153;2026-06-24\|68.22\|-3.11\|70.00\|70.93\|67.21\|29357;2026-06-25\|68.31\|0.13\|67.41\|71.90\|67.00\|31655;2026-06-26\|67.50\|-1.19\|68.19\|69.05\|64.60\|22539;2026-06-29\|70.70\|4.74\|68.57\|74.25\|67.60\|51338;2026-06-30\|66.97\|-5.28\|71.50\|71.50\|64.67\|40493;2026-07-01\|66.60\|-0.55\|66.84\|67.30\|64.76\|26075;2026-07-02\|64.30\|-3.45\|66.60\|66.60\|63.59\|18433;2026-07-03\|63.50\|-1.24\|64.27\|65.00\|62.83\|12665;2026-07-06\|63.74\|0.38\|63.81\|65.45\|61.64\|13407;2026-07-07\|61.90\|-2.89\|63.65\|63.65\|61.30\|15254;2026-07-08\|60.27\|-2.63\|62.31\|62.47\|59.51\|16576;2026-07-09\|60.33\|0.10\|60.00\|63.77\|58.03\|14611;2026-07-10\|59.81\|-0.86\|60.90\|61.76\|59.50\|10571;2026-07-13\|56.94\|-4.80\|59.80\|59.80\|56.41\|13359;2026-07-14\|59.11\|3.81\|57.21\|59.11\|56.43\|12453;2026-07-15\|55.93\|-5.38\|59.40\|59.47\|55.78\|12479;2026-07-16\|51.33\|-8.22\|55.79\|56.28\|50.34\|27981
110747		股权转让+数字营销+华为概念 1、据2026年5月11日公告，公司控股股东深蕾科技于2026年5月7日签署《第二期股份转让协议》，拟受让汪坤、门庆娟、无锡峻茂合计持有的公司9.99%股份，目前尚需取得深交所合规性确认等程序。 2、据2026年5月14日机构调研，公司数字营销业务专注头部媒体平台，是字节跳动旗下抖音平台巨量引擎综合代理商、巨量千川服务商、巨量本地推综合代理商及小红书蒲公英服务商。 3、据2023年年报及2026年5月14日机构调研，公司主营移动信息服务和数字营销业务，已积累包括华为在内的多家大型优质客户，服务形式涵盖国内短信、国际短信、视频短信、5G消息等。	深圳深蕾科技股份有限公司持股公司比例拟升至23.31%	2026-03-09\|81.76\|-1.38\|81.13\|82.69\|80.11\|18974;2026-03-10\|83.47\|2.09\|82.58\|83.75\|81.81\|18554;2026-03-11\|82.03\|-1.73\|83.52\|84.00\|81.71\|15736;2026-03-12\|80.58\|-1.77\|81.90\|82.38\|79.90\|14198;2026-03-13\|80.61\|0.04\|79.91\|81.88\|79.50\|13055;2026-03-16\|85.00\|5.45\|80.43\|85.90\|80.00\|38092;2026-03-17\|82.16\|-3.34\|84.79\|84.85\|82.04\|19116;2026-03-18\|84.77\|3.18\|82.51\|84.88\|81.90\|23980;2026-03-19\|80.87\|-4.60\|83.11\|83.71\|80.40\|25245;2026-03-20\|80.01\|-1.06\|81.25\|84.65\|80.01\|32558;2026-03-23\|75.06\|-6.19\|78.57\|78.75\|74.01\|29132;2026-03-24\|77.43\|3.16\|76.56\|77.84\|74.29\|23763;2026-03-25\|78.30\|1.12\|78.38\|80.38\|77.90\|17638;2026-03-26\|76.28\|-2.58\|78.20\|78.67\|75.71\|14338;2026-03-27\|76.92\|0.84\|74.61\|77.77\|74.50\|14966;2026-03-30\|76.31\|-0.79\|75.13\|77.07\|75.13\|18102;2026-03-31\|74.83\|-1.94\|76.07\|78.40\|74.83\|16386;2026-04-01\|76.13\|1.74\|76.86\|78.33\|75.02\|19236;2026-04-02\|73.20\|-3.85\|77.18\|77.18\|72.47\|19032;2026-04-03\|72.59\|-0.83\|73.58\|74.96\|71.11\|30275;2026-04-07\|73.86\|1.75\|72.40\|75.00\|72.40\|21129;2026-04-08\|79.22\|7.26\|75.50\|79.80\|75.00\|31729;2026-04-09\|78.23\|-1.25\|77.80\|78.77\|76.08\|24400;2026-04-10\|78.24\|0.01\|78.53\|81.80\|77.84\|24752;2026-04-13\|78.24\|0.00\|77.14\|79.30\|76.68\|20931;2026-04-14\|81.32\|3.94\|78.34\|83.57\|78.30\|47586;2026-04-15\|82.50\|1.45\|81.70\|84.20\|80.35\|39048;2026-04-16\|84.69\|2.65\|82.45\|86.43\|81.02\|41530;2026-04-17\|87.40\|3.20\|84.87\|87.84\|84.00\|46130;2026-04-20\|87.01\|-0.45\|87.17\|87.50\|83.65\|48402;2026-04-21\|87.81\|0.92\|86.30\|89.18\|85.84\|31606;2026-04-22\|88.95\|1.30\|86.90\|89.40\|86.68\|29099;2026-04-23\|101.32\|13.91\|90.55\|105.21\|88.96\|122321;2026-04-24\|93.82\|-7.40\|99.18\|99.99\|93.48\|70194;2026-04-27\|99.40\|5.95\|96.22\|101.61\|92.83\|52644;2026-04-28\|98.50\|-0.91\|99.00\|102.00\|96.35\|40958;2026-04-29\|95.00\|-3.55\|97.65\|100.31\|93.53\|53771;2026-04-30\|94.37\|-0.66\|94.33\|95.21\|91.29\|31474;2026-05-06\|94.57\|0.21\|91.99\|98.80\|91.99\|38248;2026-05-07\|97.06\|2.63\|93.71\|98.38\|92.55\|32650;2026-05-08\|94.60\|-2.53\|96.00\|97.73\|93.72\|29411;2026-05-11\|92.91\|-1.79\|94.57\|96.50\|92.00\|36835;2026-05-12\|111.49\|20.00\|111.49\|111.49\|111.49\|26332;2026-05-13\|133.79\|20.00\|132.98\|133.79\|117.11\|111846;2026-05-14\|149.81\|11.97\|154.22\|160.00\|149.81\|155468;2026-05-15\|166.00\|10.81\|158.55\|173.00\|158.55\|91591;2026-05-18\|181.00\|9.04\|160.10\|192.98\|160.10\|94438;2026-05-19\|176.38\|-2.55\|176.48\|179.00\|169.00\|51225;2026-05-20\|182.95\|3.72\|175.33\|186.68\|171.00\|59269;2026-05-21\|178.90\|-2.21\|185.01\|188.00\|175.96\|45467;2026-05-22\|185.30\|3.58\|181.02\|188.00\|175.95\|45577;2026-05-25\|186.58\|0.69\|180.04\|193.02\|179.58\|66967;2026-05-26\|218.99\|17.37\|209.61\|223.90\|209.61\|121252;2026-05-27\|226.99\|3.65\|207.31\|231.69\|206.00\|91975;2026-05-28\|214.02\|-5.71\|221.84\|226.97\|208.00\|60713;2026-05-29\|207.90\|-2.86\|212.17\|218.65\|202.04\|57567;2026-06-01\|206.87\|-0.50\|204.72\|208.20\|193.02\|45714;2026-06-02\|225.00\|8.76\|202.16\|234.87\|200.01\|70383;2026-06-03\|205.86\|-8.51\|227.25\|227.88\|188.88\|79910;2026-06-04\|197.40\|-4.11\|195.52\|204.80\|195.00\|41067;2026-06-05\|187.70\|-4.91\|196.48\|198.23\|185.80\|45652;2026-06-08\|176.00\|-6.23\|178.00\|189.88\|169.00\|74430;2026-06-09\|170.20\|-3.30\|177.64\|177.80\|165.65\|51113;2026-06-10\|168.86\|-0.79\|168.50\|175.01\|165.11\|45641;2026-06-11\|165.98\|-1.71\|165.02\|169.00\|161.80\|28231;2026-06-12\|163.82\|-1.30\|177.75\|187.00\|163.22\|64559;2026-06-15\|182.00\|11.10\|167.93\|182.70\|165.46\|68981;2026-06-16\|170.45\|-6.35\|180.00\|180.00\|165.88\|61015;2026-06-17\|156.85\|-7.98\|168.40\|170.00\|154.00\|71561;2026-06-18\|159.80\|1.88\|155.68\|165.75\|154.18\|51790;2026-06-22\|158.69\|-0.69\|158.91\|162.50\|154.76\|33937;2026-06-23\|155.29\|-2.14\|157.11\|159.50\|153.00\|28040;2026-06-24\|153.13\|-1.39\|155.39\|156.96\|147.60\|36687;2026-06-25\|151.30\|-1.20\|152.84\|155.61\|150.00\|20957;2026-06-26\|145.00\|-4.16\|151.27\|151.27\|143.01\|22925;2026-06-29\|140.05\|-3.41\|145.20\|147.96\|138.16\|24045;2026-06-30\|147.81\|5.54\|140.00\|160.06\|137.90\|66282;2026-07-01\|149.11\|0.88\|148.12\|153.89\|145.60\|35444;2026-07-02\|139.75\|-6.28\|149.11\|151.36\|138.00\|32412;2026-07-03\|145.36\|4.01\|143.04\|151.95\|140.00\|59031;2026-07-06\|140.20\|-3.55\|141.88\|144.49\|137.87\|38683;2026-07-07\|126.20\|-9.99\|138.73\|143.00\|122.00\|50778;2026-07-08\|123.00\|-2.54\|128.50\|128.50\|121.12\|30732;2026-07-09\|125.20\|1.79\|122.60\|128.21\|120.00\|28070;2026-07-10\|123.81\|-1.11\|125.47\|128.28\|123.00\|24290;2026-07-13\|111.99\|-9.55\|122.00\|123.80\|110.32\|25393;2026-07-14\|114.23\|2.00\|113.08\|114.49\|108.00\|17621;2026-07-15\|112.05\|-1.91\|115.00\|115.60\|112.01\|17508;2026-07-16\|108.00\|-3.61\|112.20\|112.20\|107.08\|19958
110746		DRG/DIP+AI医疗+数据要素+国企行业原因： 1、当地时间1月7日，OpenAI宣布推出“ChatGPT健康”。据界面新闻，1月8日，蚂蚁阿福新版发布一个月后，最新月活跃用户数已达3000万。 2、国家医保局会同财政部1月9日发布《关于做好职工基本医疗保险个人账户跨省共济工作的通知》，进一步优化个人账户共济政策，打破地域限制，强化家庭互助功能，将职工基本医疗保险个人账户共济范围从省内拓展至全国。公司原因： 1、据2025年3月24日年报，公司支付方式改革产品已覆盖全国19省，为湖北省本级、深圳、东莞、湖州等30个省市医保局提供DRG/DIP支付服务。 2、据2025年8月26日互动易，公司基于自研“银海闻语”大模型推出医院智能体“杏捷”、诊所智能体“杏灵”，正陆续落地。 3、据2025年3月24日年报，公司打造公共数据要素能力平台，2024年4月取得发明专利“一种数据要素商品的筛选系统及方法”，2024年12月贵州子公司获医疗数据运营开发授权。 4、公司最终控制人为中国工程物理研究院，属央企背景。	第一大股东久远集团拟筹划以公开征集转让方式转让公司17.16%股份，第二大股东锐锋集团拟转让7.84%股份	2026-03-09\|18.83\|0.70\|18.49\|18.94\|18.26\|79595;2026-03-10\|19.00\|0.90\|19.02\|19.19\|18.81\|77299;2026-03-11\|18.72\|-1.47\|18.99\|19.04\|18.66\|59772;2026-03-12\|18.63\|-0.48\|18.71\|18.77\|18.53\|50042;2026-03-13\|18.29\|-1.82\|18.58\|18.58\|18.27\|56526;2026-03-16\|18.37\|0.44\|18.30\|18.38\|18.16\|44444;2026-03-17\|18.04\|-1.80\|18.41\|18.48\|18.04\|47243;2026-03-18\|18.46\|2.33\|18.10\|18.50\|18.00\|55196;2026-03-19\|18.38\|-0.43\|18.30\|18.70\|18.19\|65348;2026-03-20\|17.54\|-4.57\|18.32\|18.46\|17.51\|95407;2026-03-23\|16.29\|-7.13\|17.27\|17.30\|16.16\|106643;2026-03-24\|16.78\|3.01\|16.61\|16.79\|16.28\|63469;2026-03-25\|16.88\|0.60\|16.78\|17.05\|16.76\|61858;2026-03-26\|16.80\|-0.47\|16.87\|17.48\|16.73\|93004;2026-03-27\|16.74\|-0.36\|16.62\|16.84\|16.36\|72231;2026-03-30\|16.70\|-0.24\|16.45\|16.75\|16.27\|57459;2026-03-31\|16.42\|-1.68\|16.80\|16.92\|16.40\|55107;2026-04-01\|16.51\|0.55\|16.71\|16.79\|16.41\|52465;2026-04-02\|16.10\|-2.48\|16.45\|16.45\|16.02\|63605;2026-04-03\|15.76\|-2.11\|16.21\|16.24\|15.74\|47024;2026-04-07\|15.80\|0.25\|15.76\|15.90\|15.67\|37789;2026-04-08\|16.69\|5.63\|16.16\|16.69\|16.16\|80884;2026-04-09\|16.19\|-3.00\|16.50\|16.52\|16.15\|63332;2026-04-10\|16.44\|1.54\|16.51\|16.66\|16.42\|63785;2026-04-13\|16.43\|-0.06\|16.39\|16.49\|16.28\|50468;2026-04-14\|16.56\|0.79\|16.58\|16.69\|16.39\|50007;2026-04-15\|16.42\|-0.85\|16.60\|16.73\|16.38\|43143;2026-04-16\|16.66\|1.46\|16.45\|16.72\|16.42\|55192;2026-04-17\|16.54\|-0.72\|16.66\|16.67\|16.41\|45786;2026-04-20\|16.70\|0.97\|16.56\|16.79\|16.50\|52724;2026-04-21\|16.44\|-1.56\|16.79\|16.79\|16.33\|67961;2026-04-22\|16.54\|0.61\|16.40\|16.60\|16.31\|54047;2026-04-23\|16.32\|-1.33\|16.55\|16.63\|16.21\|58568;2026-04-24\|16.17\|-0.92\|16.20\|16.33\|15.95\|51513;2026-04-27\|16.26\|0.56\|16.12\|16.30\|15.94\|48127;2026-04-28\|15.66\|-3.69\|16.18\|16.18\|15.57\|80021;2026-04-29\|15.84\|1.15\|15.61\|15.98\|15.60\|63993;2026-04-30\|15.73\|-0.69\|15.78\|15.89\|15.68\|57766;2026-05-06\|15.90\|1.08\|15.77\|16.17\|15.77\|81743;2026-05-07\|16.12\|1.38\|16.02\|16.12\|15.83\|70348;2026-05-08\|16.50\|2.36\|16.12\|16.76\|16.05\|123118;2026-05-11\|16.32\|-1.09\|16.45\|16.54\|16.24\|83821;2026-05-12\|15.96\|-2.21\|16.36\|16.36\|15.86\|90169;2026-05-13\|17.56\|10.03\|17.56\|17.56\|17.31\|191065;2026-05-14\|16.72\|-4.78\|17.40\|17.60\|16.69\|302860;2026-05-15\|16.57\|-0.90\|16.70\|17.05\|16.41\|162430;2026-05-18\|16.61\|0.24\|16.55\|16.83\|16.42\|111152;2026-05-19\|17.19\|3.49\|16.55\|17.28\|16.51\|176195;2026-05-20\|16.70\|-2.85\|16.98\|17.17\|16.67\|119517;2026-05-21\|16.09\|-3.65\|16.76\|16.93\|15.98\|123754;2026-05-22\|15.86\|-1.43\|16.13\|16.19\|15.62\|95577;2026-05-25\|15.38\|-3.03\|15.86\|16.01\|15.19\|110233;2026-05-26\|14.84\|-3.51\|15.26\|15.30\|14.66\|88168;2026-05-27\|14.32\|-3.50\|14.83\|14.93\|14.28\|78151;2026-05-28\|14.58\|1.82\|14.30\|14.58\|13.90\|79373;2026-05-29\|14.16\|-2.88\|14.62\|14.70\|14.10\|65038;2026-06-01\|14.52\|2.54\|14.16\|14.62\|14.10\|63849;2026-06-02\|14.24\|-1.93\|14.59\|14.60\|14.20\|50639;2026-06-03\|13.87\|-2.60\|14.25\|14.26\|13.80\|55339;2026-06-04\|13.51\|-2.60\|13.78\|13.85\|13.41\|51854;2026-06-05\|13.69\|1.33\|13.50\|13.91\|13.48\|55525;2026-06-08\|13.48\|-1.53\|13.26\|13.75\|13.12\|54154;2026-06-09\|13.70\|1.63\|13.54\|13.75\|13.33\|47571;2026-06-10\|13.69\|-0.07\|13.57\|13.85\|13.43\|48011;2026-06-11\|13.23\|-3.36\|13.61\|13.67\|13.13\|51078;2026-06-12\|13.36\|0.98\|13.36\|13.58\|13.20\|60021;2026-06-15\|13.45\|1.43\|13.42\|13.58\|13.29\|48764;2026-06-16\|13.52\|0.52\|13.37\|13.55\|13.26\|42093;2026-06-17\|13.12\|-2.96\|13.46\|13.49\|13.08\|61285;2026-06-18\|13.12\|0.00\|13.11\|13.28\|12.84\|48548;2026-06-22\|13.29\|1.30\|13.12\|13.30\|12.60\|75185;2026-06-23\|13.20\|-0.68\|13.29\|13.54\|13.12\|56316;2026-06-24\|12.74\|-3.48\|13.20\|13.20\|12.63\|59550;2026-06-25\|12.39\|-2.75\|12.68\|12.74\|12.34\|69018;2026-06-26\|11.94\|-3.63\|12.31\|12.34\|11.89\|64280;2026-06-29\|11.93\|-0.08\|11.94\|12.10\|11.66\|63699;2026-06-30\|12.03\|0.84\|11.93\|12.14\|11.79\|49204;2026-07-01\|12.39\|2.99\|12.06\|12.51\|12.00\|61693;2026-07-02\|12.18\|-1.69\|12.33\|12.60\|12.15\|64366;2026-07-03\|12.36\|1.48\|12.15\|12.44\|12.15\|53112;2026-07-06\|12.13\|-1.86\|12.30\|12.46\|12.12\|43258;2026-07-07\|11.80\|-2.72\|12.13\|12.18\|11.80\|43827;2026-07-08\|12.07\|2.29\|11.79\|12.12\|11.71\|72992;2026-07-09\|12.08\|0.08\|12.06\|12.19\|11.83\|55693;2026-07-10\|12.37\|2.40\|12.00\|12.52\|11.86\|83308;2026-07-13\|11.91\|-3.72\|12.28\|12.48\|11.86\|67028;2026-07-14\|12.04\|1.09\|11.86\|12.08\|11.70\|55534;2026-07-15\|12.33\|2.41\|11.98\|12.44\|11.90\|71194;2026-07-16\|12.71\|3.08\|12.32\|12.83\|12.23\|99406
110745		硅光芯片+CPO+功能性器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年5月22日投资者关系活动记录表及2025年6月5日互动易，公司全资子公司可川光子布局高速硅光芯片和光模块，单通道100G硅光芯片已完成首次流片，启动更高速率自研硅光芯片流片计划，为800G/1.6T/3.2T光模块做技术储备；其首条400G/800G高速光模块生产线已正式投产启用。 2、据2026年4月30日年报，公司设立全资子公司可川光子技术苏州有限公司，掌握核心自研设计算法，致力于高速硅光芯片设计和高速光模块的研发、生产。 3、据2026年4月30日年报，公司主营业务为功能性器件的设计、研发、生产和销售，主要产品包括电池类、结构类和光学类功能性器件，客户涵盖ATL、宁德时代、春秋电子等知名企业。	1、知名牛散屠文斌家族举牌公司。 2、子公司可川光子致力于高速硅光芯片和硅光模块的研发和生产，目前首条400G/800G高速光模块生产线已正式投产启用。	2026-03-09\|58.00\|-1.19\|56.60\|58.23\|54.50\|70835;2026-03-10\|60.99\|5.16\|59.16\|62.00\|58.93\|97869;2026-03-11\|60.78\|-0.34\|61.20\|63.38\|59.40\|91310;2026-03-12\|59.51\|-2.09\|59.94\|63.78\|58.18\|85972;2026-03-13\|58.30\|-2.03\|58.70\|63.68\|58.00\|123991;2026-03-16\|64.13\|10.00\|58.99\|64.13\|57.30\|99123;2026-03-17\|57.72\|-10.00\|66.00\|66.00\|57.72\|111661;2026-03-18\|63.49\|10.00\|55.50\|63.49\|54.04\|174951;2026-03-19\|66.20\|4.27\|64.19\|68.84\|61.59\|167177;2026-03-20\|61.21\|-7.54\|67.19\|68.00\|61.21\|134387;2026-03-23\|56.99\|-6.89\|58.56\|60.60\|56.05\|86564;2026-03-24\|59.68\|4.72\|58.25\|61.21\|55.77\|97410;2026-03-25\|65.65\|10.00\|60.60\|65.65\|59.85\|73489;2026-03-26\|64.31\|-2.04\|66.00\|68.00\|64.00\|110001;2026-03-27\|64.19\|-0.19\|63.36\|65.55\|60.60\|81821;2026-03-30\|63.66\|-0.83\|63.66\|65.40\|62.31\|59034;2026-03-31\|65.62\|3.08\|62.38\|66.66\|60.07\|121225;2026-04-01\|64.25\|-2.09\|68.00\|68.15\|63.01\|102958;2026-04-02\|62.09\|-3.36\|63.54\|65.45\|61.50\|69145;2026-04-03\|61.46\|-1.01\|63.33\|64.98\|61.36\|73531;2026-04-07\|61.88\|0.68\|60.83\|64.15\|59.50\|80778;2026-04-08\|64.37\|4.02\|63.18\|64.45\|62.19\|95049;2026-04-09\|66.26\|2.94\|63.06\|67.30\|63.06\|94888;2026-04-10\|69.98\|5.61\|67.03\|71.00\|64.67\|141926;2026-04-13\|70.14\|0.23\|68.85\|72.00\|68.01\|115461;2026-04-14\|70.04\|-0.14\|70.03\|71.50\|68.18\|98781;2026-04-15\|68.88\|-1.66\|70.00\|71.32\|68.50\|78061;2026-04-16\|75.77\|10.00\|68.80\|75.77\|68.20\|64468;2026-04-17\|83.35\|10.00\|79.00\|83.35\|78.08\|112518;2026-04-20\|91.69\|10.01\|87.35\|91.69\|83.33\|193844;2026-04-21\|90.30\|-1.52\|92.02\|94.00\|89.06\|133172;2026-04-22\|91.36\|1.17\|90.40\|92.95\|89.00\|99167;2026-04-23\|94.66\|3.61\|91.92\|98.00\|91.90\|112735;2026-04-24\|91.07\|-3.79\|94.00\|96.41\|87.52\|120067;2026-04-27\|88.92\|-2.36\|91.96\|92.49\|87.60\|76057;2026-04-28\|84.94\|-4.48\|88.89\|89.99\|84.13\|63518;2026-04-29\|86.21\|1.50\|84.65\|87.24\|83.50\|48585;2026-04-30\|81.44\|-5.53\|86.00\|87.44\|81.37\|59837;2026-05-06\|84.86\|4.20\|83.48\|87.46\|83.48\|65198;2026-05-07\|85.69\|0.98\|85.35\|88.99\|84.09\|96677;2026-05-08\|89.26\|4.17\|83.44\|89.49\|82.30\|95453;2026-05-11\|86.68\|-2.89\|91.16\|93.49\|85.06\|139383;2026-05-12\|95.35\|10.00\|95.35\|95.35\|95.35\|17476;2026-05-13\|104.89\|10.01\|104.89\|104.89\|104.89\|34297;2026-05-14\|115.38\|10.00\|115.38\|115.38\|111.50\|74914;2026-05-15\|113.47\|-1.66\|114.89\|120.47\|109.08\|183827;2026-05-18\|103.44\|-8.84\|110.00\|115.97\|102.25\|147639;2026-05-19\|104.50\|1.02\|103.00\|106.53\|99.66\|94383;2026-05-20\|102.39\|-2.02\|102.16\|103.44\|100.00\|83557;2026-05-21\|94.18\|-8.02\|104.52\|104.90\|94.18\|101285;2026-05-22\|97.59\|3.62\|96.53\|98.39\|95.26\|63657;2026-05-25\|101.00\|3.49\|99.68\|101.99\|96.88\|92109;2026-05-26\|97.75\|-3.22\|97.01\|99.90\|95.14\|63459;2026-05-27\|91.88\|-6.01\|94.20\|95.30\|90.20\|72623;2026-05-28\|92.85\|1.06\|91.00\|93.36\|89.10\|58599;2026-05-29\|95.14\|2.47\|94.85\|101.11\|90.80\|88610;2026-06-01\|88.01\|-7.49\|94.00\|97.56\|87.59\|76918;2026-06-02\|92.18\|4.74\|90.05\|94.80\|89.77\|64365;2026-06-03\|94.96\|3.02\|95.91\|98.00\|90.91\|109622;2026-06-04\|94.02\|-0.99\|91.33\|97.43\|91.00\|66033;2026-06-05\|88.70\|-5.66\|92.60\|94.57\|88.46\|68128;2026-06-08\|87.56\|-1.29\|85.00\|91.28\|83.88\|54684;2026-06-09\|89.63\|2.36\|89.99\|90.54\|86.71\|49295;2026-06-10\|85.39\|-4.73\|87.85\|88.00\|83.59\|48199;2026-06-11\|85.80\|0.48\|85.18\|87.20\|84.39\|36010;2026-06-12\|82.53\|-3.81\|87.80\|88.00\|82.33\|44372;2026-06-15\|90.78\|10.00\|82.29\|90.78\|82.29\|53726;2026-06-16\|91.53\|0.83\|92.40\|92.80\|89.65\|68765;2026-06-17\|91.84\|0.34\|90.87\|92.55\|90.00\|57350;2026-06-18\|95.68\|4.18\|91.00\|98.40\|90.10\|92308;2026-06-22\|91.10\|-4.79\|95.00\|95.63\|88.61\|84777;2026-06-23\|90.12\|-1.08\|89.79\|92.07\|86.90\|50629;2026-06-24\|89.25\|-0.97\|88.80\|89.88\|86.54\|45540;2026-06-25\|90.00\|0.84\|90.00\|90.85\|86.88\|55709;2026-06-26\|82.89\|-7.90\|88.36\|89.00\|82.82\|56180;2026-06-29\|77.24\|-6.82\|81.02\|83.00\|74.60\|76510;2026-06-30\|80.99\|4.86\|78.00\|81.86\|75.50\|46866;2026-07-01\|76.88\|-5.07\|80.59\|80.80\|76.00\|47287;2026-07-02\|73.33\|-4.62\|74.03\|76.28\|72.86\|38444;2026-07-03\|75.29\|2.67\|72.48\|78.80\|72.48\|46652;2026-07-06\|72.10\|-4.24\|74.72\|75.48\|70.61\|39298;2026-07-07\|68.90\|-4.44\|71.45\|71.78\|67.50\|34841;2026-07-08\|70.63\|2.51\|69.50\|75.13\|69.50\|54523;2026-07-09\|71.80\|1.66\|71.90\|72.39\|66.49\|52725;2026-07-10\|69.48\|-3.23\|71.13\|73.89\|69.24\|37661;2026-07-13\|63.98\|-7.92\|68.70\|69.40\|63.50\|34394;2026-07-14\|66.19\|3.45\|64.02\|66.67\|62.08\|33604;2026-07-15\|63.66\|-3.82\|66.00\|67.39\|63.53\|31693;2026-07-16\|60.88\|-4.37\|63.00\|64.80\|60.30\|36825
110744		涨停揭秘：威龙股份4月28日涨停，受益于白兰地战略升级落地、有机全产业链优势及渠道优化多重催化；涨停缘由：白兰地销售显著提升，拟将质量下降原酒蒸馏调配并加大研发投入；拥有甘肃、新疆、澳大利亚三大有机葡萄基地；2025年新增52家经销商，前十大合作稳定；资产优化报废600亩低效葡萄地并冲回兴业银行担保纠纷多计提负债2190万元；获3000万元银行授信；年报与一季报披露在即；资金逻辑：主力资金净流入4867.79万元，占总成交额23.25%，酿酒板块当日上涨1.11%，存在板块联动与业绩预期驱动；风险提示：公司2025年预计归母净利润仍为亏损（-6611至-4092万元），行业整体低迷且消费降级压力未消，短期业绩改善可持续性待验证	星河息壤拟3.74亿元转让公司15.10%股份至齐信数科，淄博市财政局将成实控人	2026-03-09\|6.70\|-1.03\|6.69\|6.80\|6.61\|50016;2026-03-10\|6.94\|3.58\|6.72\|6.98\|6.72\|72607;2026-03-11\|6.85\|-1.30\|6.94\|6.98\|6.80\|45156;2026-03-12\|6.78\|-1.02\|6.87\|6.89\|6.74\|49074;2026-03-13\|6.79\|0.15\|6.72\|6.88\|6.72\|50638;2026-03-16\|6.79\|0.00\|6.76\|6.88\|6.75\|52492;2026-03-17\|6.63\|-2.36\|6.78\|6.85\|6.60\|57072;2026-03-18\|6.72\|1.36\|6.66\|6.73\|6.56\|53930;2026-03-19\|6.47\|-3.72\|6.66\|6.71\|6.46\|72193;2026-03-20\|6.06\|-6.34\|6.50\|6.52\|6.06\|131451;2026-03-23\|5.73\|-5.45\|5.93\|5.99\|5.71\|110978;2026-03-24\|6.08\|6.11\|5.89\|6.11\|5.77\|103382;2026-03-25\|6.36\|4.61\|6.09\|6.40\|6.06\|87890;2026-03-26\|6.20\|-2.52\|6.35\|6.40\|6.15\|76602;2026-03-27\|6.28\|1.29\|6.14\|6.39\|6.14\|81173;2026-03-30\|6.38\|1.59\|6.28\|6.40\|6.15\|72381;2026-03-31\|6.31\|-1.10\|6.40\|6.48\|6.28\|86987;2026-04-01\|6.34\|0.48\|6.42\|6.44\|6.27\|55576;2026-04-02\|6.15\|-3.00\|6.34\|6.36\|6.10\|73436;2026-04-03\|5.79\|-5.85\|6.15\|6.15\|5.75\|101228;2026-04-07\|6.08\|5.01\|5.77\|6.08\|5.77\|87894;2026-04-08\|6.34\|4.28\|6.26\|6.37\|6.20\|82656;2026-04-09\|6.14\|-3.15\|6.34\|6.37\|6.13\|72356;2026-04-10\|6.20\|0.98\|6.24\|6.29\|6.14\|59792;2026-04-13\|6.20\|0.00\|6.20\|6.23\|6.06\|47425;2026-04-14\|6.19\|-0.16\|6.26\|6.28\|6.09\|59546;2026-04-15\|6.15\|-0.65\|6.20\|6.21\|6.11\|44847;2026-04-16\|6.34\|3.09\|6.15\|6.36\|6.10\|64527;2026-04-17\|6.31\|-0.47\|6.38\|6.39\|6.25\|60649;2026-04-20\|6.30\|-0.16\|6.32\|6.32\|6.20\|39863;2026-04-21\|6.30\|0.00\|6.30\|6.33\|6.25\|35235;2026-04-22\|6.23\|-1.11\|6.30\|6.30\|6.21\|39889;2026-04-23\|6.17\|-0.96\|6.25\|6.27\|6.14\|55219;2026-04-24\|6.26\|1.46\|6.16\|6.30\|6.10\|56304;2026-04-27\|6.40\|2.24\|6.27\|6.42\|6.11\|78101;2026-04-28\|7.04\|10.00\|6.34\|7.04\|6.31\|306091;2026-04-29\|6.95\|-1.28\|6.35\|7.24\|6.35\|389805;2026-04-30\|7.45\|7.19\|7.09\|7.49\|6.98\|379689;2026-05-13\|8.20\|10.07\|8.20\|8.20\|8.20\|43784;2026-05-14\|9.02\|10.00\|9.02\|9.02\|9.02\|18091;2026-05-15\|9.92\|9.98\|9.92\|9.92\|9.92\|52929;2026-05-18\|10.91\|9.98\|10.91\|10.91\|10.91\|33643;2026-05-19\|12.00\|9.99\|12.00\|12.00\|12.00\|64862;2026-05-20\|13.20\|10.00\|13.20\|13.20\|13.20\|51021;2026-05-21\|14.52\|10.00\|14.52\|14.52\|13.52\|1415663;2026-05-22\|13.07\|-9.99\|13.07\|13.69\|13.07\|847055;2026-05-25\|13.82\|5.74\|13.25\|13.88\|12.93\|910860;2026-05-26\|12.78\|-7.53\|13.93\|14.23\|12.44\|863572;2026-05-27\|11.70\|-8.45\|12.50\|13.01\|11.50\|773936;2026-05-28\|10.90\|-6.84\|11.20\|11.67\|10.82\|650838;2026-05-29\|9.81\|-10.00\|11.00\|11.00\|9.81\|589942;2026-06-01\|9.88\|0.71\|9.69\|10.64\|9.56\|541470;2026-06-02\|9.45\|-4.35\|9.88\|10.18\|9.36\|444864;2026-06-03\|9.12\|-3.49\|9.35\|9.42\|9.03\|361797;2026-06-04\|8.86\|-2.85\|9.04\|9.23\|8.77\|351944;2026-06-05\|8.66\|-2.26\|8.95\|9.04\|8.55\|283420;2026-06-08\|8.26\|-4.62\|8.35\|8.81\|8.10\|341592;2026-06-09\|8.25\|-0.12\|8.31\|8.38\|8.08\|245494;2026-06-10\|8.16\|-1.09\|8.24\|8.46\|8.15\|271150;2026-06-11\|7.98\|-2.21\|8.28\|8.30\|7.87\|266531;2026-06-12\|8.03\|0.63\|8.02\|8.18\|7.91\|245893;2026-06-15\|8.07\|0.50\|8.06\|8.16\|7.98\|207244;2026-06-16\|7.84\|-2.85\|7.89\|8.04\|7.50\|356145;2026-06-17\|7.74\|-1.28\|7.93\|7.97\|7.65\|214815;2026-06-18\|7.85\|1.42\|7.95\|8.33\|7.60\|538439;2026-06-22\|8.10\|3.18\|7.90\|8.17\|7.61\|430420;2026-06-23\|8.08\|-0.25\|8.10\|8.27\|7.97\|320296;2026-06-24\|7.68\|-4.95\|7.97\|8.07\|7.60\|274942;2026-06-25\|7.62\|-0.78\|7.67\|7.82\|7.50\|224837;2026-06-26\|7.45\|-2.23\|7.63\|7.68\|7.37\|196435;2026-06-29\|7.43\|-0.27\|7.50\|7.55\|7.21\|182945;2026-06-30\|7.51\|1.08\|7.38\|7.67\|7.31\|157929;2026-07-01\|7.85\|4.53\|7.50\|7.93\|7.46\|237772;2026-07-02\|7.94\|1.15\|7.80\|8.55\|7.75\|359944;2026-07-03\|8.25\|3.90\|8.00\|8.42\|7.79\|340300;2026-07-06\|7.85\|-4.85\|8.15\|8.30\|7.77\|203001;2026-07-07\|7.70\|-1.91\|7.80\|7.98\|7.68\|162153;2026-07-08\|7.54\|-2.08\|7.67\|7.72\|7.40\|144900;2026-07-09\|7.57\|0.40\|7.61\|7.61\|7.23\|129927;2026-07-10\|7.88\|4.10\|7.59\|8.07\|7.45\|191812;2026-07-13\|7.63\|-3.17\|7.83\|8.03\|7.55\|177923;2026-07-14\|8.15\|6.82\|7.54\|8.16\|7.51\|288795;2026-07-15\|7.88\|-3.31\|8.16\|8.20\|7.74\|269079;2026-07-16\|7.94\|0.76\|7.83\|8.20\|7.73\|207764
110743		燃气轮机零部件+低空经济+航空发动机行业原因： 1、据财闻2月26日报道，商业航天火箭可复用技术试验取得阶段性进展，卫星互联网需求爆发带动航空发动机及高温合金需求。 2、2月25日外媒报道，退役航空发动机改装为燃气轮机为AI数据中心供电，30天交付优势打开新千亿级分布式能源市场。公司原因： 1、据2025年8月23日半年报，公司承担航空发动机及燃气轮机用单晶高温合金及叶片研发与产业化等国家级项目，产品已应用于多型号航空发动机、燃气轮机并具备批量生产能力。 2、据2025年9月19日互动易，上海万泽已与多家海外能源公司就深化合作达成共识，并签署了相关框架采购协议，积极拓展燃气轮机零部件海外市场。 3、据2025年6月4日互动易，公司高温合金叶片、粉末盘已配套无人机涡轴、涡桨发动机，向某中小型航空动力厂商供货，在低空经济领域已有实质性布局。 4、据2025年3月7日年报，公司2024年实现营收10.79亿元、净利1.93亿元，分别同比增长9.93%、9.17%，微生态活菌与高温合金双主业稳健增长。	1、上海万泽与某海外客户签署燃气轮机叶片供货协议，对应地区工业燃气轮机叶片潜在售后市场约2亿美元/年； 2、公司主要为中国航发商用航空发动机有限责任公司提供发动机核心热端部件	2026-03-09\|45.36\|9.99\|39.95\|45.36\|39.20\|436374;2026-03-10\|47.65\|5.05\|47.00\|49.14\|45.29\|375965;2026-03-11\|46.40\|-2.62\|47.45\|47.62\|45.00\|347207;2026-03-12\|44.70\|-3.66\|45.56\|47.05\|43.10\|394452;2026-03-13\|40.57\|-9.24\|43.56\|44.69\|40.23\|428328;2026-03-16\|39.20\|-3.38\|40.43\|40.83\|38.30\|279577;2026-03-17\|39.73\|1.35\|39.85\|41.23\|38.23\|297568;2026-03-18\|43.15\|8.61\|40.10\|43.50\|40.10\|269003;2026-03-19\|41.95\|-2.78\|41.99\|42.74\|40.70\|198977;2026-03-20\|41.43\|-1.24\|42.36\|42.87\|40.82\|182680;2026-03-23\|37.29\|-9.99\|40.64\|41.39\|37.29\|215112;2026-03-24\|39.73\|6.54\|39.75\|40.53\|38.47\|252227;2026-03-25\|41.16\|3.60\|40.49\|42.90\|40.05\|218979;2026-03-26\|40.42\|-1.80\|41.21\|42.03\|39.61\|201418;2026-03-27\|38.30\|-5.24\|39.41\|40.40\|36.80\|286141;2026-03-30\|35.96\|-6.11\|37.21\|37.80\|35.28\|316944;2026-03-31\|35.44\|-1.45\|36.80\|36.96\|35.03\|202575;2026-04-01\|38.98\|9.99\|36.42\|38.98\|36.25\|118369;2026-04-02\|38.37\|-1.56\|39.68\|40.00\|37.40\|234724;2026-04-03\|37.11\|-3.28\|38.30\|38.82\|36.92\|156959;2026-04-07\|35.75\|-3.66\|37.50\|37.53\|35.47\|136720;2026-04-08\|39.33\|10.01\|37.23\|39.33\|37.01\|63715;2026-04-09\|41.53\|5.59\|40.50\|42.36\|39.38\|423281;2026-04-10\|45.68\|9.99\|44.00\|45.68\|43.08\|220938;2026-04-13\|45.98\|0.66\|44.86\|46.60\|43.50\|414162;2026-04-14\|44.49\|-3.24\|46.06\|46.41\|42.00\|377956;2026-04-15\|41.73\|-6.20\|44.30\|45.06\|41.48\|320093;2026-04-16\|43.90\|5.20\|41.50\|45.90\|41.50\|336045;2026-04-17\|43.47\|-0.98\|44.37\|44.88\|42.92\|262714;2026-04-20\|44.52\|2.42\|43.25\|45.86\|42.89\|204744;2026-04-21\|42.18\|-5.26\|44.34\|44.34\|41.31\|213303;2026-04-22\|42.69\|1.21\|42.38\|43.08\|39.32\|307719;2026-04-23\|44.01\|3.09\|45.02\|46.30\|42.81\|365861;2026-04-24\|43.96\|-0.11\|44.20\|45.48\|42.00\|231447;2026-04-27\|41.18\|-6.32\|44.62\|45.32\|40.84\|241592;2026-04-28\|38.98\|-5.34\|40.80\|40.80\|38.39\|206205;2026-04-29\|40.70\|4.41\|38.99\|41.99\|38.27\|223633;2026-04-30\|39.53\|-2.87\|40.30\|41.10\|39.24\|148653;2026-05-06\|40.80\|3.21\|39.58\|41.40\|38.63\|270591;2026-05-07\|42.82\|4.95\|40.50\|43.05\|37.66\|355992;2026-05-08\|39.40\|-7.99\|41.52\|41.61\|39.30\|308969;2026-05-11\|38.37\|-2.61\|39.10\|39.58\|38.10\|237462;2026-05-12\|37.23\|-2.97\|38.99\|39.17\|36.90\|263579;2026-05-13\|40.66\|9.21\|37.24\|40.95\|37.10\|472610;2026-05-14\|38.66\|-4.92\|40.38\|41.51\|38.66\|342843;2026-05-15\|36.88\|-4.60\|39.00\|39.32\|36.51\|202652;2026-05-18\|37.49\|1.65\|37.06\|38.38\|36.48\|171657;2026-05-19\|38.50\|2.69\|37.45\|39.22\|36.81\|192586;2026-05-20\|36.96\|-4.00\|38.19\|38.49\|36.39\|171345;2026-05-21\|35.76\|-3.25\|37.38\|38.67\|35.67\|171466;2026-05-22\|35.91\|0.42\|36.00\|36.75\|34.90\|166723;2026-05-25\|36.00\|0.25\|35.99\|36.78\|35.27\|160940;2026-05-26\|33.70\|-6.39\|35.01\|35.49\|33.20\|261550;2026-05-27\|33.20\|-1.48\|33.70\|34.48\|32.55\|172483;2026-05-28\|36.00\|8.43\|33.23\|36.52\|32.84\|379181;2026-05-29\|32.83\|-8.81\|36.27\|36.97\|32.66\|268721;2026-06-01\|32.33\|-1.52\|33.36\|34.26\|32.06\|192420;2026-06-02\|31.39\|-2.91\|32.46\|33.02\|30.40\|255887;2026-06-03\|30.84\|-1.75\|31.21\|31.57\|30.30\|226045;2026-06-04\|33.05\|7.17\|30.75\|33.50\|30.12\|315041;2026-06-05\|32.50\|-1.66\|33.66\|34.25\|32.04\|223049;2026-06-08\|31.36\|-3.51\|31.88\|32.50\|31.17\|154056;2026-06-09\|31.93\|1.82\|31.98\|32.13\|31.11\|123820;2026-06-10\|28.74\|-9.99\|31.62\|31.85\|28.74\|308550;2026-06-11\|29.42\|2.37\|28.46\|30.04\|28.22\|254844;2026-06-12\|30.42\|3.40\|30.00\|31.82\|29.12\|306994;2026-06-15\|30.52\|0.33\|30.31\|31.06\|29.71\|196656;2026-06-16\|29.75\|-2.52\|30.36\|30.63\|29.67\|175611;2026-06-17\|29.42\|-1.11\|29.76\|30.75\|29.12\|174404;2026-06-18\|32.36\|9.99\|29.88\|32.36\|29.63\|204946;2026-06-22\|31.54\|-2.53\|32.42\|33.08\|30.72\|314170;2026-06-23\|29.98\|-4.95\|31.48\|32.07\|29.69\|177021;2026-06-24\|29.32\|-2.20\|29.91\|29.91\|28.67\|176280;2026-06-25\|28.86\|-1.57\|29.20\|29.96\|28.52\|170391;2026-06-26\|27.40\|-5.06\|28.66\|28.80\|27.37\|148703;2026-06-29\|27.65\|0.91\|27.54\|27.85\|26.77\|167161;2026-06-30\|27.36\|-1.05\|27.38\|28.08\|26.93\|123100;2026-07-01\|29.36\|7.31\|28.23\|30.10\|28.01\|351892;2026-07-02\|30.38\|3.47\|28.23\|31.68\|27.71\|399565;2026-07-03\|32.01\|5.37\|30.39\|33.19\|30.39\|292183;2026-07-06\|32.49\|1.50\|32.25\|34.35\|32.25\|307187;2026-07-07\|31.54\|-2.92\|32.85\|33.44\|31.31\|245756;2026-07-08\|29.54\|-6.34\|31.20\|31.50\|29.43\|236109;2026-07-09\|29.25\|-0.98\|29.75\|29.81\|28.29\|156818;2026-07-10\|29.11\|-0.48\|29.03\|30.47\|28.62\|207116;2026-07-13\|26.32\|-9.58\|29.50\|29.68\|26.25\|210299;2026-07-14\|27.82\|5.70\|26.21\|28.05\|25.81\|220478;2026-07-15\|26.74\|-3.88\|27.78\|27.99\|26.60\|155986;2026-07-16\|25.64\|-4.11\|26.48\|26.74\|25.44\|163271
110742		燃气轮机+船周期+军工动力+央企行业原因： 1、信达证券指出，AI数据中心建设带动电力需求，燃气轮机凭借启动速度快、调峰能力强、碳排放低的优势，成为解决美国等地区电力缺口的核心选择。 2、东吴证券指出，北美缺电是大趋势，继续看好变压器、燃机和SST。公司原因： 1、据东吴证券2026年4月2日研报，公司具备5-50MW小型燃气轮机批量供应能力，技术可直接切换至数据中心等AIDC场景，受益于全球算力租赁市场爆发。 2、据东吴证券研报及2025年6月5日互动易，公司船用低速柴油机市占率国内第一、国际领先，手持订单约620亿元，排产至2028年，2024年船海产业营收231亿元，同比增长27%。 3、据2025年4月26日年报，公司承担海军现役及在研绝大部分电力推进装置研制供货，是舰船动力及传动装备核心供应商，最终控制人为国务院国资委。	公司具备3-50MW小型燃气轮机供应能力，现有应用领域包括天然气长输管线增压、陆上/海上油气平台、工业园区分布式能源等	2026-03-09\|37.66\|-4.08\|38.47\|38.68\|36.68\|699167;2026-03-10\|37.54\|-0.32\|37.85\|38.96\|36.95\|527326;2026-03-11\|36.68\|-2.29\|37.24\|38.42\|35.53\|628452;2026-03-12\|34.58\|-5.73\|36.42\|36.52\|34.11\|662222;2026-03-13\|32.85\|-5.00\|34.10\|34.30\|32.73\|627780;2026-03-16\|32.38\|-1.43\|33.16\|33.44\|31.19\|457871;2026-03-17\|31.76\|-1.91\|32.50\|32.98\|31.52\|357237;2026-03-18\|32.44\|2.14\|31.81\|32.55\|31.56\|350353;2026-03-19\|30.82\|-4.99\|31.88\|32.26\|30.48\|480827;2026-03-20\|31.02\|0.65\|31.13\|31.49\|30.36\|454938;2026-03-23\|29.44\|-5.09\|30.31\|30.90\|29.10\|471704;2026-03-24\|30.82\|4.69\|30.24\|31.18\|29.99\|407170;2026-03-25\|31.96\|3.70\|31.35\|33.01\|31.34\|524227;2026-03-26\|31.19\|-2.41\|31.96\|31.99\|30.90\|292945;2026-03-27\|31.59\|1.28\|30.50\|32.28\|30.28\|365676;2026-03-30\|31.75\|0.51\|30.95\|32.40\|30.70\|290134;2026-03-31\|31.33\|-1.32\|32.00\|33.07\|31.20\|328796;2026-04-01\|32.29\|3.06\|32.11\|33.03\|32.06\|313399;2026-04-02\|32.26\|-0.09\|32.35\|34.00\|31.91\|398062;2026-04-03\|32.80\|1.67\|32.89\|33.39\|32.32\|258257;2026-04-07\|32.45\|-1.07\|33.08\|33.68\|31.24\|442078;2026-04-08\|35.00\|7.86\|33.60\|35.70\|33.14\|583924;2026-04-09\|36.76\|5.03\|34.00\|37.48\|34.00\|490414;2026-04-10\|40.44\|10.01\|39.50\|40.44\|39.50\|446848;2026-04-13\|41.20\|1.88\|39.22\|41.50\|38.50\|897451;2026-04-14\|38.68\|-6.12\|40.61\|41.15\|38.11\|651784;2026-04-15\|36.92\|-4.55\|38.55\|39.05\|36.78\|539386;2026-04-16\|39.00\|5.63\|36.73\|39.50\|36.51\|529544;2026-04-17\|38.21\|-2.03\|38.60\|39.59\|37.81\|333093;2026-04-20\|38.20\|-0.03\|38.21\|39.70\|37.52\|437442;2026-04-21\|37.88\|-0.84\|37.86\|38.18\|36.67\|302738;2026-04-22\|39.41\|4.04\|37.77\|39.65\|37.20\|458001;2026-04-23\|42.26\|7.23\|41.53\|43.35\|41.12\|931195;2026-04-24\|40.40\|-4.40\|43.06\|43.06\|39.70\|587807;2026-04-27\|39.51\|-2.20\|40.39\|40.40\|38.71\|457398;2026-04-28\|39.40\|-0.28\|39.51\|40.10\|39.00\|353477;2026-04-29\|39.87\|1.19\|38.75\|41.08\|38.58\|356936;2026-04-30\|38.57\|-3.26\|41.97\|42.38\|38.51\|579759;2026-05-06\|39.66\|2.83\|39.30\|40.66\|38.70\|506620;2026-05-07\|39.00\|-1.66\|39.52\|39.66\|37.24\|578846;2026-05-08\|38.33\|-1.72\|38.06\|39.33\|38.02\|284220;2026-05-11\|37.89\|-1.15\|38.20\|38.47\|37.11\|388033;2026-05-12\|37.63\|-0.69\|37.95\|38.30\|36.70\|308695;2026-05-13\|41.39\|9.99\|37.88\|41.39\|37.60\|619803;2026-05-14\|39.04\|-5.68\|41.46\|41.91\|38.66\|561966;2026-05-15\|37.05\|-5.10\|38.85\|39.63\|36.49\|486520;2026-05-18\|35.98\|-2.89\|36.52\|37.32\|35.71\|450243;2026-05-19\|37.18\|3.34\|36.27\|37.23\|35.21\|360369;2026-05-20\|36.53\|-1.75\|36.80\|37.08\|35.91\|232249;2026-05-21\|35.17\|-3.72\|36.99\|37.59\|35.00\|376792;2026-05-22\|35.83\|1.88\|35.75\|35.95\|34.87\|261710;2026-05-25\|36.43\|1.67\|35.50\|36.59\|34.62\|323142;2026-05-26\|35.92\|-1.40\|36.26\|36.73\|35.09\|230164;2026-05-27\|37.50\|4.40\|35.93\|38.69\|35.93\|505788;2026-05-28\|39.33\|4.88\|37.12\|39.66\|37.12\|440723;2026-05-29\|37.04\|-5.82\|39.90\|39.90\|36.68\|372856;2026-06-01\|36.53\|-1.38\|37.03\|38.20\|36.30\|310490;2026-06-02\|36.41\|-0.33\|36.11\|36.81\|33.80\|441842;2026-06-03\|36.19\|-0.60\|36.12\|37.82\|35.65\|369014;2026-06-04\|39.81\|10.00\|37.50\|39.81\|37.40\|699240;2026-06-05\|37.59\|-5.58\|40.30\|41.04\|37.46\|671603;2026-06-08\|35.50\|-5.56\|36.65\|37.80\|35.38\|440583;2026-06-09\|35.71\|0.59\|35.51\|36.08\|34.50\|320542;2026-06-10\|33.06\|-7.42\|35.00\|35.20\|32.28\|630349;2026-06-11\|31.37\|-5.11\|33.06\|33.38\|31.08\|500398;2026-06-12\|31.22\|-0.48\|32.90\|33.33\|31.19\|590331;2026-06-15\|31.85\|2.02\|31.42\|32.25\|31.20\|377824;2026-06-16\|31.39\|-1.44\|31.75\|32.35\|31.25\|320162;2026-06-17\|31.86\|1.50\|31.43\|32.81\|31.24\|367989;2026-06-18\|33.11\|3.92\|32.20\|34.56\|32.18\|703116;2026-06-22\|34.80\|5.10\|33.57\|35.50\|33.57\|493755;2026-06-23\|34.18\|-1.78\|34.80\|36.00\|33.93\|343923;2026-06-24\|33.15\|-3.01\|33.81\|34.00\|32.50\|297560;2026-06-25\|32.60\|-1.66\|33.03\|34.40\|32.33\|291732;2026-06-26\|30.11\|-7.64\|32.01\|32.38\|30.02\|448941;2026-06-29\|31.07\|3.19\|30.11\|31.26\|28.99\|468257;2026-06-30\|32.80\|5.57\|30.48\|33.50\|30.26\|473831;2026-07-01\|33.08\|0.85\|33.61\|34.77\|32.77\|382163;2026-07-02\|31.92\|-3.51\|32.09\|33.28\|31.86\|263576;2026-07-03\|33.59\|5.23\|32.10\|34.15\|31.64\|419784;2026-07-06\|35.42\|5.45\|33.60\|36.95\|33.60\|654028;2026-07-07\|34.58\|-2.37\|35.16\|35.93\|33.62\|400403;2026-07-08\|33.02\|-4.51\|34.97\|34.97\|32.90\|271545;2026-07-09\|33.65\|1.91\|32.78\|34.09\|32.25\|389634;2026-07-10\|33.05\|-1.78\|33.65\|34.49\|33.03\|334070;2026-07-13\|31.26\|-5.42\|32.70\|32.70\|30.75\|346517;2026-07-14\|31.48\|0.70\|31.30\|31.85\|30.38\|303764;2026-07-15\|30.67\|-2.57\|31.30\|31.75\|30.06\|246907;2026-07-16\|29.30\|-4.47\|30.15\|30.38\|29.16\|241413
110741		机器人+大缸径曲轴+重卡曲轴龙头行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月11日互动易，公司铸件产品中包括转盘、底座、摇杆等工业机器人类铸件毛坯和成品，目前该部分业务占公司收入比重较小。 2、据2026年6月9日互动易，公司大缸径曲轴、连杆产品订单充足，生产及交付工作均按计划有序推进，正抓紧推进新增产能项目建设；据2026年3月31日投资者关系活动记录表，公司2025年大缸径曲轴、连杆业务收入4.10亿元，同比增长53%，主要受益于全球数据中心建设提速，发电机组用大缸径发动机需求激增，目前生产线满负荷生产。 3、据2025年年报，公司是国内最大的曲轴专业生产企业、国内最大的中重型商用车胀断连杆生产企业，重型发动机曲轴市场占有率达60%，客户涵盖潍柴、康明斯、卡特彼勒等国内外头部发动机厂商。	1、公司大缸径客户60%为潍柴系，20-30%为卡特，大马力连杆与曲轴持续供不应求； 2、全资子公司天润智能主导产品包括自动化装备产品桁架机械手、关节机器人集成应用、智能物流缓存、智能检测系统的研发及应用服务	2026-03-09\|9.53\|-6.66\|9.76\|9.81\|9.23\|805999;2026-03-10\|9.71\|1.89\|9.65\|9.87\|9.61\|451699;2026-03-11\|9.32\|-4.02\|9.74\|9.75\|9.11\|775045;2026-03-12\|9.05\|-2.90\|9.19\|9.34\|8.94\|508615;2026-03-13\|9.18\|1.44\|8.98\|9.74\|8.89\|682155;2026-03-16\|9.18\|0.00\|9.10\|9.22\|8.84\|393785;2026-03-17\|9.10\|-0.87\|9.20\|9.49\|9.05\|361144;2026-03-18\|9.27\|1.87\|9.12\|9.41\|9.07\|312341;2026-03-19\|8.78\|-5.29\|9.10\|9.12\|8.69\|401106;2026-03-20\|8.79\|0.11\|8.96\|9.25\|8.79\|411124;2026-03-23\|8.48\|-3.53\|8.64\|8.97\|8.39\|496511;2026-03-24\|8.95\|5.54\|8.65\|8.98\|8.55\|376109;2026-03-25\|9.15\|2.23\|9.15\|9.40\|9.12\|342568;2026-03-26\|8.99\|-1.75\|9.18\|9.22\|8.89\|180569;2026-03-27\|9.05\|0.67\|8.78\|9.11\|8.75\|179703;2026-03-30\|9.22\|1.88\|8.98\|9.31\|8.90\|263498;2026-03-31\|9.05\|-1.84\|9.31\|9.32\|8.64\|365866;2026-04-01\|9.65\|6.63\|9.25\|9.79\|9.25\|611473;2026-04-02\|9.56\|-0.93\|9.56\|10.11\|9.40\|558587;2026-04-03\|9.45\|-1.15\|9.65\|9.68\|9.40\|312100;2026-04-07\|9.19\|-2.75\|9.44\|9.55\|9.12\|380956;2026-04-08\|10.02\|9.03\|9.54\|10.08\|9.52\|551966;2026-04-09\|10.05\|0.30\|9.81\|10.10\|9.76\|385547;2026-04-10\|10.57\|5.17\|10.18\|10.88\|10.08\|609231;2026-04-13\|10.65\|0.76\|10.45\|10.70\|10.36\|382789;2026-04-14\|10.74\|0.85\|10.65\|11.00\|10.55\|421053;2026-04-15\|10.40\|-3.17\|10.83\|10.83\|10.28\|311390;2026-04-16\|11.15\|7.21\|10.39\|11.25\|10.27\|527146;2026-04-17\|10.91\|-2.15\|11.00\|11.15\|10.83\|268570;2026-04-20\|10.89\|-0.18\|10.91\|11.24\|10.60\|233749;2026-04-21\|10.79\|-0.92\|10.91\|10.91\|10.67\|185113;2026-04-22\|11.16\|3.43\|10.73\|11.20\|10.58\|325051;2026-04-23\|11.18\|0.18\|11.21\|11.68\|10.94\|427968;2026-04-24\|11.09\|-0.81\|11.31\|11.54\|10.98\|192076;2026-04-27\|11.10\|0.09\|11.04\|11.40\|11.00\|233774;2026-04-28\|10.78\|-2.88\|11.29\|11.50\|10.65\|433507;2026-04-29\|11.35\|5.29\|10.75\|11.53\|10.68\|403556;2026-04-30\|11.23\|-1.06\|11.45\|11.45\|11.08\|351185;2026-05-06\|12.35\|9.97\|11.63\|12.35\|11.50\|596603;2026-05-07\|12.51\|1.30\|12.54\|12.60\|12.05\|572392;2026-05-08\|11.35\|-9.27\|12.51\|12.51\|11.26\|855719;2026-05-11\|11.01\|-3.00\|11.38\|11.50\|10.85\|525590;2026-05-12\|11.60\|5.36\|10.92\|11.97\|10.76\|597713;2026-05-13\|12.52\|10.02\|11.46\|12.52\|11.46\|333116;2026-05-14\|12.64\|0.96\|12.51\|13.24\|12.44\|1082233;2026-05-15\|12.36\|-2.22\|12.50\|12.82\|12.11\|530615;2026-05-18\|12.46\|0.81\|12.15\|12.75\|11.66\|701473;2026-05-19\|12.15\|-2.49\|12.34\|12.44\|11.77\|462091;2026-05-20\|12.22\|0.58\|12.02\|12.41\|11.55\|485065;2026-05-21\|11.48\|-6.06\|12.22\|12.22\|11.43\|458672;2026-05-22\|12.07\|5.14\|11.41\|12.20\|11.34\|444639;2026-05-25\|12.35\|2.32\|12.24\|12.72\|12.23\|470699;2026-05-26\|12.29\|-0.49\|12.29\|12.39\|11.78\|294973;2026-05-27\|11.89\|-3.25\|12.20\|12.35\|11.72\|318274;2026-05-28\|11.92\|0.25\|11.78\|12.20\|11.57\|329580;2026-05-29\|11.19\|-6.12\|11.93\|12.01\|11.05\|472771;2026-06-01\|11.00\|-1.70\|11.33\|11.47\|10.93\|325674;2026-06-02\|11.02\|0.18\|11.00\|11.22\|10.67\|249013;2026-06-03\|10.64\|-3.45\|11.02\|11.33\|10.48\|336859;2026-06-04\|10.85\|1.97\|10.56\|11.23\|10.50\|381592;2026-06-05\|10.68\|-1.57\|10.85\|10.95\|10.64\|217196;2026-06-08\|10.19\|-4.59\|10.31\|10.71\|10.08\|312903;2026-06-09\|10.15\|-0.39\|10.29\|10.35\|9.96\|345823;2026-06-10\|9.50\|-6.40\|9.97\|10.13\|9.44\|585609;2026-06-11\|9.13\|-3.89\|9.44\|9.50\|9.06\|476379;2026-06-12\|9.36\|2.52\|9.29\|9.75\|9.27\|363697;2026-06-15\|9.68\|3.42\|9.49\|9.79\|9.41\|352262;2026-06-16\|9.65\|-0.31\|9.70\|9.74\|9.47\|261751;2026-06-17\|10.06\|4.25\|9.66\|10.42\|9.65\|410369;2026-06-18\|11.07\|10.04\|10.09\|11.07\|9.98\|431474;2026-06-22\|11.31\|2.17\|11.02\|11.31\|10.58\|912457;2026-06-23\|10.36\|-8.40\|11.09\|11.09\|10.27\|658774;2026-06-24\|10.16\|-1.93\|10.30\|10.32\|9.91\|371220;2026-06-25\|9.74\|-4.13\|10.10\|10.30\|9.67\|355171;2026-06-26\|9.35\|-4.00\|10.14\|10.21\|9.33\|318679;2026-06-29\|9.37\|0.21\|9.49\|9.53\|9.03\|316125;2026-06-30\|9.65\|2.99\|9.30\|9.78\|9.24\|277489;2026-07-01\|9.64\|-0.10\|9.93\|10.16\|9.51\|321033;2026-07-02\|9.31\|-3.42\|9.63\|9.74\|9.30\|268910;2026-07-03\|10.24\|9.99\|9.32\|10.24\|9.27\|358278;2026-07-06\|10.27\|0.29\|10.17\|10.73\|9.91\|505229;2026-07-07\|9.97\|-2.92\|10.51\|10.74\|9.91\|349503;2026-07-08\|9.41\|-5.62\|9.97\|9.99\|9.28\|357731;2026-07-09\|9.55\|1.49\|9.46\|9.75\|9.15\|258495;2026-07-10\|9.30\|-2.62\|9.50\|9.83\|9.29\|279375;2026-07-13\|8.52\|-8.39\|9.29\|9.70\|8.45\|471043;2026-07-14\|8.60\|0.94\|8.58\|8.73\|8.37\|249075;2026-07-15\|8.47\|-1.51\|8.61\|8.70\|8.35\|224423;2026-07-16\|8.28\|-2.24\|8.43\|8.61\|8.23\|229669
110740		免税重组+海南国资+客运龙头行业原因：据申万宏源5月11日研报，海南自贸港全岛封关落地后，政策红利逐步释放，岛内消费场景有望持续优化，带动海南文旅客流和离岛免税消费同步修复，看好海南免税业绩弹性。公司原因： 1、据2026年5月9日公告，重大资产重组继续推进，拟收购剥离华庭项目后的海旅免税控制权，交易方案正反复论证。 2、据2026年5月12日简式权益变动报告书，第二大股东海南高速5月6-8日已增持121.93万股，并计划12个月内继续增持，金额不低于4000万元。 3、据2026年4月24日年报，公司主营“客运、汽车服务、商业”三大板块，为海南道路客运龙头，最终控制人为海南省国资委。	海南本地股，主营汽车客运、汽车客运站经营以及与之相关的汽车服务	2026-03-09\|19.75\|-2.13\|19.98\|20.10\|19.41\|56520;2026-03-10\|19.92\|0.86\|19.99\|20.05\|19.80\|34988;2026-03-11\|19.62\|-1.51\|19.95\|20.00\|19.54\|34737;2026-03-12\|19.32\|-1.53\|19.68\|19.72\|19.28\|35755;2026-03-13\|19.20\|-0.62\|19.32\|19.52\|19.18\|32334;2026-03-16\|19.33\|0.68\|19.27\|19.43\|19.14\|31045;2026-03-17\|19.30\|-0.16\|19.33\|19.69\|19.26\|39597;2026-03-18\|19.18\|-0.62\|19.45\|19.45\|18.86\|41697;2026-03-19\|18.55\|-3.28\|18.98\|19.08\|18.49\|43847;2026-03-20\|18.07\|-2.59\|18.56\|18.70\|18.07\|39621;2026-03-23\|17.18\|-4.93\|17.69\|17.99\|17.00\|62173;2026-03-24\|17.68\|2.91\|17.48\|17.70\|17.25\|48924;2026-03-25\|18.18\|2.83\|17.68\|18.18\|17.65\|41326;2026-03-26\|17.72\|-2.53\|18.18\|18.29\|17.66\|35764;2026-03-27\|18.02\|1.69\|17.66\|18.29\|17.55\|38707;2026-03-30\|17.88\|-0.78\|17.87\|18.04\|17.68\|31400;2026-03-31\|17.56\|-1.79\|17.91\|18.22\|17.56\|32869;2026-04-01\|17.78\|1.25\|17.80\|17.85\|17.44\|30605;2026-04-02\|17.45\|-1.86\|17.64\|17.74\|17.35\|33151;2026-04-03\|16.93\|-2.98\|17.52\|17.57\|16.85\|39054;2026-04-07\|17.17\|1.42\|17.06\|17.18\|16.87\|26699;2026-04-08\|17.75\|3.38\|17.35\|17.95\|17.30\|38557;2026-04-09\|17.16\|-3.32\|17.66\|17.72\|17.12\|37337;2026-04-10\|17.45\|1.69\|17.22\|17.59\|17.22\|30672;2026-04-13\|17.41\|-0.23\|17.40\|17.56\|17.28\|31659;2026-04-14\|17.55\|0.80\|17.51\|17.58\|17.30\|26454;2026-04-15\|17.42\|-0.74\|17.60\|17.73\|17.40\|31668;2026-04-16\|17.63\|1.21\|17.52\|17.68\|17.32\|39055;2026-04-17\|17.55\|-0.45\|17.56\|17.59\|17.19\|39047;2026-04-20\|17.77\|1.25\|17.57\|18.48\|17.38\|88916;2026-04-21\|17.29\|-2.70\|17.60\|17.86\|17.15\|71255;2026-04-22\|16.90\|-2.26\|17.10\|17.26\|16.76\|49735;2026-04-23\|16.65\|-1.48\|16.80\|16.90\|16.51\|48663;2026-04-24\|16.72\|0.42\|16.63\|16.98\|16.55\|48221;2026-04-27\|16.81\|0.54\|16.49\|16.88\|16.19\|45680;2026-04-28\|16.63\|-1.07\|16.75\|16.94\|16.51\|33561;2026-04-29\|16.54\|-0.54\|16.28\|16.68\|16.27\|38078;2026-04-30\|17.02\|2.90\|16.75\|17.28\|16.55\|61137;2026-05-06\|17.07\|0.29\|16.93\|17.07\|16.64\|49378;2026-05-07\|17.07\|0.00\|17.10\|17.26\|16.99\|42912;2026-05-08\|17.34\|1.58\|17.15\|17.47\|17.00\|53157;2026-05-11\|16.89\|-2.60\|17.23\|17.25\|16.65\|56112;2026-05-12\|16.56\|-1.95\|16.99\|17.09\|16.50\|53650;2026-05-13\|18.22\|10.02\|16.65\|18.22\|16.30\|115601;2026-05-14\|17.73\|-2.69\|18.34\|18.42\|17.71\|149863;2026-05-15\|17.62\|-0.62\|17.89\|18.15\|17.41\|83346;2026-05-18\|17.98\|2.04\|17.79\|18.05\|17.61\|99292;2026-05-19\|17.89\|-0.50\|17.98\|18.32\|17.67\|77826;2026-05-20\|17.96\|0.39\|17.89\|18.06\|17.64\|59063;2026-05-21\|18.45\|2.73\|17.86\|18.60\|17.65\|153352;2026-05-22\|19.01\|3.04\|18.46\|19.06\|18.06\|154900;2026-05-25\|18.76\|-1.32\|18.98\|19.00\|18.46\|99557;2026-05-26\|18.39\|-1.97\|18.56\|18.71\|18.21\|68097;2026-05-27\|17.83\|-3.05\|18.20\|18.22\|17.60\|81397;2026-05-28\|16.47\|-7.63\|17.89\|17.89\|16.47\|104474;2026-05-29\|16.16\|-1.88\|16.00\|16.95\|15.52\|80708;2026-06-01\|16.31\|0.93\|16.00\|16.48\|15.61\|43118;2026-06-02\|15.37\|-5.76\|16.20\|16.27\|15.16\|74224;2026-06-03\|15.70\|2.15\|15.36\|15.72\|15.12\|43323;2026-06-04\|15.10\|-3.82\|15.55\|15.64\|14.90\|54050;2026-06-05\|15.20\|0.66\|15.20\|15.60\|15.03\|42688;2026-06-08\|14.63\|-3.75\|14.80\|15.18\|14.33\|46899;2026-06-09\|14.29\|-2.32\|14.85\|14.85\|14.18\|49648;2026-06-10\|14.20\|-0.63\|14.18\|14.40\|13.97\|42899;2026-06-11\|13.92\|-1.97\|14.09\|14.17\|13.78\|33927;2026-06-12\|14.21\|2.08\|14.10\|14.37\|13.97\|41211;2026-06-15\|14.30\|0.63\|14.39\|14.57\|14.08\|36058;2026-06-16\|14.13\|-1.19\|14.31\|14.37\|13.92\|34166;2026-06-17\|13.71\|-2.97\|14.13\|14.16\|13.63\|39216;2026-06-18\|13.57\|-1.02\|13.71\|13.83\|13.44\|34170;2026-06-22\|13.57\|0.00\|13.46\|13.60\|13.08\|43470;2026-06-23\|13.72\|1.11\|13.52\|14.00\|13.42\|42763;2026-06-24\|13.15\|-4.15\|13.87\|13.87\|12.96\|42737;2026-06-25\|13.01\|-1.06\|13.14\|13.28\|12.86\|39501;2026-06-26\|12.60\|-3.15\|12.79\|13.00\|12.59\|42901;2026-06-29\|12.59\|-0.08\|12.52\|12.67\|12.16\|43058;2026-06-30\|12.55\|-0.32\|12.59\|12.75\|12.42\|37930;2026-07-01\|12.81\|2.07\|12.53\|12.97\|12.33\|48273;2026-07-02\|12.93\|0.94\|12.78\|13.66\|12.78\|61881;2026-07-03\|13.01\|0.62\|13.03\|13.09\|12.75\|39815;2026-07-06\|12.78\|-1.77\|12.97\|13.25\|12.74\|32056;2026-07-07\|12.33\|-3.52\|12.82\|12.84\|12.28\|30312;2026-07-08\|12.23\|-0.81\|12.50\|12.53\|12.14\|24521;2026-07-09\|12.18\|-0.41\|12.15\|12.42\|11.90\|36894;2026-07-10\|12.60\|3.45\|12.15\|12.79\|11.99\|46859;2026-07-13\|12.10\|-3.97\|12.60\|12.68\|12.08\|35175;2026-07-14\|12.17\|0.58\|12.24\|12.25\|11.88\|34321;2026-07-15\|12.49\|2.63\|12.29\|12.64\|12.08\|33988;2026-07-16\|12.65\|1.28\|12.47\|12.77\|12.22\|32565
110739		海南自贸港+低空物流+跨境电商 1、据2026年4月30日年报，海南全岛封关后“零关税”税目占比升至74%，公司海口、三亚、儋州三大智慧物流中心全面运营，直接受益。 2、据2026年4月30日年报，公司是国内唯一同时服务Temu、SHEIN、速卖通、TikTok Shop及京东的跨境电商全链路物流商，2026年将加速东南亚自建+租赁海外仓布局。 3、据2026年4月30日年报，公司在粤港澳大湾区及海南布局适配无人机的顶层停机坪与装卸系统，打造“干线—支线—末端”低空物流网络，对接粤琼跨海低空货运航线。	全程供应链一体化综合物流服务商；公司海南三大枢纽海口、三亚、儋州物流中心已完工或建设中，封关后“零关税”商品税目占比有望升至74%，海南项目将成离岸贸易重要载体	2026-03-09\|9.17\|-1.29\|9.24\|9.24\|9.03\|34173;2026-03-10\|9.32\|1.64\|9.22\|9.37\|9.21\|27814;2026-03-11\|9.25\|-0.75\|9.31\|9.36\|9.22\|24038;2026-03-12\|9.18\|-0.76\|9.27\|9.28\|9.16\|25136;2026-03-13\|9.07\|-1.20\|9.22\|9.22\|9.07\|32705;2026-03-16\|9.11\|0.44\|9.07\|9.13\|9.04\|25140;2026-03-17\|9.02\|-0.99\|9.12\|9.22\|9.00\|36790;2026-03-18\|8.98\|-0.44\|9.09\|9.09\|8.85\|36294;2026-03-19\|8.68\|-3.34\|8.93\|8.93\|8.63\|47004;2026-03-20\|8.49\|-2.19\|8.68\|8.75\|8.46\|40913;2026-03-23\|8.06\|-5.06\|8.45\|8.45\|7.95\|54750;2026-03-24\|8.26\|2.48\|8.21\|8.26\|8.00\|45211;2026-03-25\|8.43\|2.06\|8.27\|8.45\|8.21\|39961;2026-03-26\|8.36\|-0.83\|8.42\|8.55\|8.32\|28400;2026-03-27\|8.43\|0.84\|8.28\|8.44\|8.20\|27036;2026-03-30\|8.50\|0.83\|8.36\|8.51\|8.30\|25122;2026-03-31\|8.42\|-0.94\|8.46\|8.61\|8.39\|25656;2026-04-01\|8.50\|0.95\|8.48\|8.53\|8.38\|27036;2026-04-02\|8.36\|-1.65\|8.44\|8.53\|8.32\|21740;2026-04-03\|8.22\|-1.67\|8.40\|8.40\|8.20\|23065;2026-04-07\|8.33\|1.34\|8.34\|8.38\|8.19\|21624;2026-04-08\|8.61\|3.36\|8.50\|8.61\|8.45\|30322;2026-04-09\|8.37\|-2.79\|8.60\|8.60\|8.36\|34658;2026-04-10\|8.47\|1.19\|8.43\|8.63\|8.43\|28613;2026-04-13\|8.38\|-1.06\|8.47\|8.52\|8.33\|27416;2026-04-14\|8.33\|-0.60\|8.40\|8.44\|8.27\|32527;2026-04-15\|8.31\|-0.24\|8.38\|8.39\|8.30\|22516;2026-04-16\|8.42\|1.32\|8.31\|8.43\|8.29\|31278;2026-04-17\|8.26\|-1.90\|8.41\|8.42\|8.21\|35465;2026-04-20\|8.25\|-0.12\|8.21\|8.31\|8.21\|28523;2026-04-21\|8.24\|-0.12\|8.27\|8.34\|8.17\|28663;2026-04-22\|8.21\|-0.36\|8.24\|8.24\|8.14\|28374;2026-04-23\|8.16\|-0.61\|8.19\|8.21\|8.09\|37800;2026-04-24\|8.11\|-0.61\|8.09\|8.15\|7.98\|44043;2026-04-27\|8.18\|0.86\|8.08\|8.18\|8.00\|28928;2026-04-28\|8.06\|-1.47\|8.18\|8.19\|7.99\|28397;2026-04-29\|8.12\|0.74\|8.05\|8.20\|8.01\|39259;2026-04-30\|7.93\|-2.34\|7.97\|7.98\|7.66\|92835;2026-05-06\|8.07\|1.77\|8.00\|8.16\|7.97\|52997;2026-05-07\|8.01\|-0.74\|8.09\|8.22\|7.98\|51282;2026-05-08\|8.21\|2.50\|8.00\|8.24\|8.00\|57993;2026-05-11\|7.89\|-3.90\|8.33\|8.33\|7.86\|118909;2026-05-12\|7.69\|-2.53\|7.90\|7.90\|7.65\|55410;2026-05-13\|8.46\|10.01\|7.73\|8.46\|7.66\|149264;2026-05-14\|8.72\|3.07\|8.60\|8.84\|8.29\|237585;2026-05-15\|8.37\|-4.01\|8.64\|8.64\|8.31\|132018;2026-05-18\|8.37\|0.00\|8.44\|8.46\|8.23\|82769;2026-05-19\|8.34\|-0.36\|8.36\|8.41\|8.21\|70305;2026-05-20\|8.39\|0.60\|8.29\|8.45\|8.18\|85256;2026-05-21\|8.01\|-4.53\|8.37\|8.37\|8.00\|72635;2026-05-22\|8.04\|0.37\|8.00\|8.13\|7.87\|57312;2026-05-25\|7.98\|-0.75\|7.99\|8.05\|7.85\|44315;2026-05-26\|7.89\|-1.13\|7.98\|7.99\|7.74\|49909;2026-05-27\|7.50\|-4.94\|7.87\|7.87\|7.50\|61782;2026-05-28\|7.42\|-1.07\|7.47\|7.57\|7.32\|34906;2026-05-29\|7.28\|-1.89\|7.45\|7.45\|7.24\|45416;2026-06-01\|7.36\|1.10\|7.29\|7.45\|7.21\|38122;2026-06-02\|7.13\|-3.12\|7.37\|7.37\|7.06\|42962;2026-06-03\|7.03\|-1.40\|7.14\|7.17\|6.98\|30780;2026-06-04\|6.83\|-2.85\|7.02\|7.07\|6.74\|43226;2026-06-05\|6.89\|0.88\|6.82\|6.98\|6.73\|35058;2026-06-08\|6.86\|-0.44\|6.80\|7.10\|6.75\|56104;2026-06-09\|6.80\|-0.87\|6.88\|6.91\|6.76\|36816;2026-06-10\|6.69\|-1.62\|6.79\|6.83\|6.61\|43058;2026-06-11\|6.57\|-1.79\|6.63\|6.70\|6.50\|35316;2026-06-12\|6.68\|1.67\|6.57\|6.75\|6.54\|37697;2026-06-15\|6.77\|1.35\|6.69\|6.98\|6.69\|39942;2026-06-16\|6.72\|-0.74\|6.80\|6.80\|6.65\|28017;2026-06-17\|6.54\|-2.68\|6.75\|6.75\|6.53\|26904;2026-06-18\|6.54\|0.00\|6.53\|6.62\|6.41\|32203;2026-06-22\|6.50\|-0.61\|6.48\|6.53\|6.31\|42744;2026-06-23\|6.58\|1.23\|6.49\|6.65\|6.45\|40126;2026-06-24\|6.33\|-3.80\|6.55\|6.61\|6.27\|42062;2026-06-25\|6.27\|-0.95\|6.33\|6.35\|6.21\|33337;2026-06-26\|6.05\|-3.51\|6.28\|6.29\|5.92\|65595;2026-06-29\|6.09\|0.66\|6.02\|6.19\|5.96\|54096;2026-06-30\|5.99\|-1.64\|6.10\|6.16\|5.95\|44130;2026-07-01\|6.22\|3.84\|5.99\|6.32\|5.99\|52485;2026-07-02\|6.21\|-0.16\|6.25\|6.38\|6.19\|47520;2026-07-03\|6.36\|2.42\|6.22\|6.39\|6.22\|47023;2026-07-06\|6.27\|-1.42\|6.43\|6.45\|6.26\|35917;2026-07-07\|6.05\|-3.51\|6.35\|6.35\|6.05\|45631;2026-07-08\|6.04\|-0.17\|6.06\|6.08\|5.96\|42492;2026-07-09\|5.94\|-1.66\|6.01\|6.07\|5.81\|37784;2026-07-10\|6.07\|2.19\|5.93\|6.21\|5.82\|54031;2026-07-13\|5.90\|-2.80\|6.11\|6.14\|5.88\|41599;2026-07-14\|6.01\|1.86\|5.85\|6.02\|5.81\|37604;2026-07-15\|6.11\|1.66\|5.98\|6.15\|5.94\|46885;2026-07-16\|6.23\|1.96\|6.10\|6.27\|6.03\|46463
110738		盐湖提锂+锂矿布局+金属镍+固废回收行业原因：据证券日报4月24日报道，2026年一季度，锂矿板块7家公司一季度业绩均较上年同期有大幅改善，行业回暖态势显著。碳酸锂价格震荡走高，头部锂矿、盐湖提锂企业迎来盈利修复。公司原因： 1、据2025年8月30日半年报，公司捌千错盐湖提锂项目采用“国际领先水平”电化学脱嵌法技术，为全球首次实地应用；公司围绕盐湖锂矿已在西藏、阿根廷布局，并计划拓展西非尼日利亚及南部非洲硬岩型锂矿资源。 2、据2025年8月30日半年报，公司固危废资源化综合利用业务2025年上半年收入同比上升39.96%，产品主要为电解铜及含金物料。 3、据互动易，公司江西新金叶和汇盈两家企业金属镍设计产能6000吨/年。	公司新能源材料业务构建了上游锂资源开采提炼、下游废旧锂电池回收利用为一体的循环经济体系，已在国内西藏地区，海外阿根廷卡塔马卡省、萨尔塔省布局锂资源；西藏捌千错项目完成了年产2000吨碳酸锂产线的建设	2026-03-09\|6.26\|1.13\|6.08\|6.29\|6.01\|311440;2026-03-10\|6.30\|0.64\|6.29\|6.38\|6.24\|243705;2026-03-11\|6.32\|0.32\|6.30\|6.34\|6.23\|250897;2026-03-12\|6.24\|-1.27\|6.27\|6.30\|6.19\|232693;2026-03-13\|6.37\|2.08\|6.25\|6.44\|6.23\|375253;2026-03-16\|6.12\|-3.92\|6.31\|6.31\|6.04\|390192;2026-03-17\|6.05\|-1.14\|6.12\|6.25\|6.04\|266027;2026-03-18\|5.99\|-0.99\|6.11\|6.11\|5.91\|216170;2026-03-19\|5.68\|-5.18\|5.90\|5.95\|5.63\|285809;2026-03-20\|5.56\|-2.11\|5.73\|5.78\|5.47\|265118;2026-03-23\|5.33\|-4.14\|5.42\|5.65\|5.29\|278156;2026-03-24\|5.69\|6.75\|5.47\|5.70\|5.41\|326237;2026-03-25\|5.85\|2.81\|5.72\|5.87\|5.69\|252362;2026-03-26\|6.01\|2.73\|5.82\|6.24\|5.78\|459739;2026-03-27\|6.61\|9.98\|5.98\|6.61\|5.90\|590039;2026-03-30\|6.83\|3.33\|6.69\|7.05\|6.60\|1477130;2026-03-31\|6.60\|-3.37\|6.71\|6.86\|6.58\|921705;2026-04-01\|6.37\|-3.48\|6.65\|6.71\|6.32\|548447;2026-04-02\|6.42\|0.78\|6.31\|6.77\|6.30\|757620;2026-04-03\|6.04\|-5.92\|6.36\|6.46\|5.93\|558623;2026-04-07\|6.16\|1.99\|6.16\|6.22\|6.04\|360205;2026-04-08\|6.40\|3.90\|6.33\|6.40\|6.13\|342866;2026-04-09\|6.19\|-3.28\|6.33\|6.35\|6.06\|318801;2026-04-10\|6.26\|1.13\|6.29\|6.40\|6.17\|409706;2026-04-13\|6.51\|3.99\|6.23\|6.65\|6.16\|670620;2026-04-14\|6.66\|2.30\|6.49\|6.68\|6.44\|505945;2026-04-15\|6.44\|-3.30\|6.60\|6.69\|6.40\|375572;2026-04-16\|7.08\|9.94\|6.45\|7.08\|6.45\|618612;2026-04-17\|6.83\|-3.53\|6.96\|6.99\|6.73\|1017883;2026-04-20\|6.78\|-0.73\|6.78\|6.90\|6.73\|508546;2026-04-21\|6.68\|-1.47\|6.62\|6.88\|6.47\|745283;2026-04-22\|6.69\|0.15\|6.76\|6.97\|6.65\|650277;2026-04-23\|6.51\|-2.69\|6.71\|6.74\|6.24\|734862;2026-04-24\|7.16\|9.98\|6.50\|7.16\|6.38\|1637894;2026-04-27\|7.24\|1.12\|6.94\|7.50\|6.94\|1576734;2026-04-28\|7.11\|-1.80\|7.15\|7.36\|7.05\|815832;2026-04-29\|7.37\|3.66\|7.06\|7.42\|6.90\|1022071;2026-04-30\|7.72\|4.75\|7.38\|8.03\|7.33\|1293753;2026-05-06\|7.82\|1.30\|7.80\|7.95\|7.57\|1028858;2026-05-07\|7.52\|-3.84\|7.83\|7.94\|7.40\|837060;2026-05-08\|7.83\|4.12\|7.64\|8.27\|7.59\|1587880;2026-05-11\|7.78\|-0.64\|7.82\|7.89\|7.55\|1078411;2026-05-12\|7.39\|-5.01\|8.00\|8.00\|7.31\|935885;2026-05-13\|7.58\|2.57\|7.35\|8.13\|7.27\|1239663;2026-05-14\|7.05\|-6.99\|7.50\|7.50\|7.05\|888795;2026-05-15\|6.83\|-3.12\|6.95\|7.16\|6.75\|642223;2026-05-18\|6.68\|-2.20\|6.72\|6.82\|6.63\|413557;2026-05-19\|6.20\|-7.19\|6.63\|6.63\|6.15\|671603;2026-05-20\|6.22\|0.32\|6.16\|6.38\|5.98\|503998;2026-05-21\|6.01\|-3.38\|6.25\|6.59\|6.00\|582029;2026-05-22\|6.13\|2.00\|6.01\|6.18\|5.92\|367708;2026-05-25\|5.93\|-3.26\|6.14\|6.18\|5.88\|362624;2026-05-26\|5.86\|-1.18\|5.86\|5.91\|5.69\|285643;2026-05-27\|5.62\|-4.10\|5.85\|5.89\|5.55\|367589;2026-05-28\|5.70\|1.42\|5.60\|5.76\|5.58\|253635;2026-05-29\|5.59\|-1.93\|5.71\|5.80\|5.53\|331726;2026-06-01\|5.61\|0.36\|5.55\|5.68\|5.53\|238063;2026-06-02\|5.42\|-3.39\|5.60\|5.61\|5.28\|295109;2026-06-03\|5.37\|-0.92\|5.36\|5.46\|5.30\|207272;2026-06-04\|5.23\|-2.61\|5.37\|5.37\|5.18\|231929;2026-06-05\|5.26\|0.57\|5.21\|5.37\|5.11\|252290;2026-06-08\|5.02\|-4.56\|5.13\|5.26\|4.96\|262719;2026-06-09\|5.17\|2.99\|5.12\|5.20\|5.00\|218972;2026-06-10\|5.09\|-1.55\|5.12\|5.30\|5.01\|285790;2026-06-11\|5.14\|0.98\|5.04\|5.20\|4.98\|277177;2026-06-12\|5.23\|1.75\|5.23\|5.37\|5.09\|309644;2026-06-15\|5.42\|3.63\|5.28\|5.53\|5.28\|337198;2026-06-16\|5.41\|-0.18\|5.40\|5.49\|5.26\|256767;2026-06-17\|5.34\|-1.29\|5.36\|5.45\|5.28\|222752;2026-06-18\|5.18\|-3.00\|5.29\|5.29\|5.14\|233034;2026-06-22\|5.60\|8.11\|5.10\|5.69\|4.98\|577201;2026-06-23\|5.29\|-5.54\|5.55\|5.57\|5.25\|357021;2026-06-24\|5.41\|2.27\|5.28\|5.44\|5.12\|321155;2026-06-25\|5.13\|-5.18\|5.33\|5.45\|5.12\|322103;2026-06-26\|4.80\|-6.43\|5.08\|5.11\|4.80\|337503;2026-06-29\|4.80\|0.00\|4.76\|4.83\|4.58\|224690;2026-06-30\|4.86\|1.25\|4.77\|4.89\|4.72\|197224;2026-07-01\|4.99\|2.67\|4.86\|5.07\|4.76\|244706;2026-07-02\|4.95\|-0.80\|4.97\|5.09\|4.92\|221394;2026-07-03\|4.91\|-0.81\|5.00\|5.03\|4.85\|195768;2026-07-06\|4.95\|0.81\|4.94\|5.26\|4.91\|248826;2026-07-07\|4.82\|-2.63\|4.91\|5.01\|4.78\|190169;2026-07-08\|4.62\|-4.15\|4.80\|4.82\|4.61\|198501;2026-07-09\|4.54\|-1.73\|4.57\|4.65\|4.40\|196652;2026-07-10\|4.58\|0.88\|4.55\|4.68\|4.44\|193741;2026-07-13\|4.32\|-5.68\|4.56\|4.57\|4.31\|193335;2026-07-14\|4.43\|2.55\|4.32\|4.44\|4.24\|185522;2026-07-15\|4.40\|-0.68\|4.36\|4.48\|4.33\|186018;2026-07-16\|4.40\|0.00\|4.38\|4.49\|4.34\|163461
110737		磷酸铁锂+定增扩产+一季报扭亏行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据2026年6月13日公告，公司拟向特定对象发行股票募资不超过14.28亿元，用于年产10万吨高性能磷酸铁锂正极材料改扩建及5万吨新产线项目，并投资不超过8.2亿元新建5万吨高性能磷酸铁锂产线。 2、据2026年4月29日年报，公司主营锂离子电池正极材料业务，磷酸铁锂建成产能22.5万吨、在建7.5万吨，高压实密度产品已配套比亚迪等核心客户。 3、据2026年4月29日公告，公司2026年一季度实现营收13.83亿元，同比增长276.52%，归母净利润7693.40万元，同比扭亏为盈。	公司与中科院青能所共同成立了中科丰元研究院，在固态电池正极材料方面有相应研发布局并持续投入研发；一季度净利润同比增长185.59%	2026-03-09\|18.12\|1.68\|17.13\|18.20\|17.13\|436238;2026-03-10\|17.80\|-1.77\|18.01\|18.38\|17.75\|308685;2026-03-11\|18.30\|2.81\|17.76\|18.70\|17.50\|416422;2026-03-12\|17.95\|-1.91\|18.04\|18.38\|17.82\|228439;2026-03-13\|18.00\|0.28\|18.05\|18.58\|17.78\|283870;2026-03-16\|17.90\|-0.56\|17.79\|18.30\|17.75\|204778;2026-03-17\|17.37\|-2.96\|17.73\|18.22\|17.34\|199508;2026-03-18\|17.08\|-1.67\|17.35\|17.56\|16.75\|198627;2026-03-19\|16.45\|-3.69\|16.75\|17.07\|16.38\|138183;2026-03-20\|16.29\|-0.97\|16.45\|17.18\|16.15\|222325;2026-03-23\|16.56\|1.66\|15.91\|17.36\|15.60\|319179;2026-03-24\|17.37\|4.89\|16.88\|17.38\|16.35\|257348;2026-03-25\|17.50\|0.75\|17.37\|17.65\|17.13\|173327;2026-03-26\|17.52\|0.11\|17.41\|18.00\|17.32\|191436;2026-03-27\|18.25\|4.17\|17.33\|18.33\|17.29\|327740;2026-03-30\|18.07\|-0.99\|18.10\|18.34\|17.68\|202551;2026-03-31\|17.46\|-3.38\|17.80\|18.04\|17.45\|168144;2026-04-01\|17.45\|-0.06\|17.72\|17.93\|17.08\|158342;2026-04-02\|17.01\|-2.52\|17.45\|17.74\|16.91\|139162;2026-04-03\|16.05\|-5.64\|17.03\|17.28\|15.96\|165249;2026-04-07\|16.67\|3.86\|16.05\|16.95\|16.05\|144629;2026-04-08\|17.10\|2.58\|16.83\|17.13\|16.61\|135358;2026-04-09\|16.92\|-1.05\|17.00\|17.44\|16.60\|126815;2026-04-10\|17.31\|2.31\|16.92\|17.59\|16.92\|160825;2026-04-13\|17.72\|2.37\|17.17\|17.75\|17.13\|148185;2026-04-14\|18.26\|3.05\|17.73\|18.28\|17.65\|197230;2026-04-15\|17.61\|-3.56\|18.33\|18.45\|17.51\|148266;2026-04-16\|18.51\|5.11\|17.90\|19.37\|17.61\|510358;2026-04-17\|18.15\|-1.94\|18.59\|18.80\|17.94\|323631;2026-04-20\|18.17\|0.11\|18.14\|18.44\|17.92\|176594;2026-04-21\|17.95\|-1.21\|18.25\|18.33\|17.73\|141204;2026-04-22\|18.04\|0.50\|18.03\|18.60\|17.92\|163130;2026-04-23\|17.87\|-0.94\|17.93\|18.47\|17.34\|218675;2026-04-24\|18.23\|2.01\|17.71\|18.40\|17.62\|190880;2026-04-27\|18.36\|0.71\|18.20\|18.49\|18.03\|151667;2026-04-28\|18.88\|2.83\|18.64\|19.33\|18.38\|253810;2026-04-29\|20.77\|10.01\|19.80\|20.77\|19.56\|244884;2026-04-30\|22.85\|10.01\|22.68\|22.85\|22.22\|130426;2026-05-06\|25.14\|10.02\|23.34\|25.14\|22.78\|693474;2026-05-07\|24.52\|-2.47\|25.15\|26.50\|24.06\|775083;2026-05-08\|24.65\|0.53\|24.78\|26.15\|24.21\|556395;2026-05-11\|25.46\|3.29\|24.65\|25.81\|24.41\|515788;2026-05-12\|24.82\|-2.51\|25.10\|25.28\|24.32\|323446;2026-05-13\|27.30\|9.99\|24.82\|27.30\|24.71\|214307;2026-05-14\|24.57\|-10.00\|27.09\|27.09\|24.57\|391389;2026-05-15\|23.73\|-3.42\|23.35\|24.49\|23.23\|390647;2026-05-18\|24.34\|2.57\|23.70\|25.04\|23.30\|278236;2026-05-19\|23.76\|-2.38\|24.15\|24.32\|23.41\|221273;2026-05-20\|23.58\|-0.76\|23.59\|24.09\|22.70\|211389;2026-05-21\|22.88\|-2.97\|23.89\|24.65\|22.82\|208449;2026-05-22\|23.36\|2.10\|23.02\|23.59\|22.73\|139383;2026-05-25\|22.44\|-3.94\|23.34\|23.63\|22.28\|174833;2026-05-26\|21.90\|-2.41\|22.14\|22.45\|21.55\|143384;2026-05-27\|21.36\|-2.47\|21.68\|22.33\|21.20\|123052;2026-05-28\|21.48\|0.56\|21.36\|21.71\|20.91\|123792;2026-05-29\|21.55\|0.33\|21.63\|22.22\|21.26\|154813;2026-06-01\|21.42\|-0.60\|21.22\|22.20\|21.20\|141062;2026-06-02\|21.00\|-1.96\|21.11\|21.88\|20.30\|149290;2026-06-03\|20.95\|-0.24\|20.83\|21.30\|20.74\|93508;2026-06-04\|20.47\|-2.29\|20.70\|20.78\|20.33\|92769;2026-06-05\|20.82\|1.71\|20.48\|21.00\|19.82\|123646;2026-06-08\|19.75\|-5.14\|20.07\|20.85\|19.37\|124644;2026-06-09\|20.38\|3.19\|20.25\|20.47\|19.60\|107249;2026-06-10\|20.05\|-1.62\|20.10\|20.55\|19.84\|83901;2026-06-11\|20.38\|1.65\|20.11\|20.98\|20.11\|149391;2026-06-12\|21.24\|4.22\|20.53\|22.20\|20.45\|274745;2026-06-15\|22.00\|3.58\|21.21\|22.18\|21.00\|297365;2026-06-16\|24.20\|10.00\|22.02\|24.20\|21.93\|302155;2026-06-17\|24.44\|0.99\|24.01\|24.51\|23.25\|412462;2026-06-18\|26.88\|9.98\|25.61\|26.88\|25.30\|310098;2026-06-22\|29.57\|10.01\|26.80\|29.57\|26.00\|375492;2026-06-23\|29.40\|-0.57\|29.45\|30.58\|28.45\|449057;2026-06-24\|29.81\|1.39\|29.10\|30.02\|27.76\|397292;2026-06-25\|29.18\|-2.11\|29.39\|29.98\|28.41\|284599;2026-06-26\|26.56\|-8.98\|29.01\|29.08\|26.26\|297736;2026-06-29\|25.99\|-2.15\|26.90\|27.37\|25.23\|262094;2026-06-30\|28.59\|10.00\|25.96\|28.59\|25.80\|92440;2026-07-01\|28.92\|1.15\|28.68\|29.16\|27.40\|360824;2026-07-02\|27.34\|-5.46\|28.42\|28.58\|27.12\|202924;2026-07-03\|26.66\|-2.49\|27.34\|27.85\|26.46\|167239;2026-07-06\|27.45\|2.96\|26.47\|29.31\|26.08\|263799;2026-07-07\|26.33\|-4.08\|27.21\|29.36\|26.00\|272044;2026-07-08\|24.65\|-6.38\|26.89\|27.05\|24.20\|244476;2026-07-09\|23.48\|-4.75\|24.42\|24.50\|22.80\|219768;2026-07-10\|22.07\|-6.01\|23.82\|23.89\|22.02\|201353;2026-07-13\|21.38\|-3.13\|21.64\|22.57\|20.87\|225350;2026-07-14\|21.19\|-0.89\|21.51\|21.79\|20.53\|173673;2026-07-15\|20.37\|-3.87\|21.08\|21.48\|20.25\|163447;2026-07-16\|19.27\|-5.40\|20.00\|20.47\|19.15\|168510
110736		自动化设备收购+AI算力+高分子助剂+电磁线漆 1、据经济参考网2026年6月29日报道，键邦股份拟通过全资子公司以现金方式收购及增资取得鑫浩自动化、浩瀚宇腾各55%股权，切入自动化设备领域，实现从传统化工向高端设备产业延伸；据公司2026年6月19日公告，此举有助于加速电子行业客户认证导入，优化业务结构。 2、据2026年6月1日机构调研，公司赛克产品作为高端电磁线漆关键耐热改性单体，终端应用覆盖AI算力配套等新兴产业，科技发展对高性能电磁线提出更高要求，为行业带来新增长动力；据2025年年报，赛克改性体系可强化漆膜介电性能，保障算力设施高可靠运行。 3、据2025年年报，公司主营赛克、钛酸酯等高分子材料环保助剂，与艾伦塔斯集团等全球知名绝缘漆制造商建立长期战略合作；公司2026年一季报显示营收1.62亿元，同比增长4.35%。	公司主营高分子材料环保助剂，产品体系以赛克、钛酸酯、DBM、SBM、乙酰丙酮盐为核心，应用于PVC塑料、绝缘涂料及锂电材料	2026-03-09\|36.73\|-2.73\|37.39\|37.69\|36.13\|59397;2026-03-10\|36.95\|0.60\|37.62\|38.58\|36.67\|26865;2026-03-11\|36.80\|-0.41\|36.75\|37.45\|35.76\|28816;2026-03-12\|36.45\|-0.95\|36.84\|37.45\|35.62\|29739;2026-03-13\|35.38\|-2.94\|35.53\|37.19\|34.83\|41547;2026-03-16\|35.52\|0.40\|35.12\|36.22\|35.01\|27650;2026-03-17\|34.52\|-2.82\|35.35\|35.93\|34.51\|17898;2026-03-18\|34.40\|-0.35\|34.64\|34.77\|33.92\|12132;2026-03-19\|32.83\|-4.56\|34.55\|34.55\|32.50\|19691;2026-03-20\|31.33\|-4.57\|32.72\|33.26\|31.12\|18559;2026-03-23\|28.46\|-9.16\|31.00\|31.48\|28.29\|41147;2026-03-24\|30.38\|6.75\|30.05\|30.61\|28.42\|35401;2026-03-25\|31.88\|4.94\|31.00\|32.88\|30.69\|26700;2026-03-26\|31.67\|-0.66\|31.88\|33.20\|31.30\|38697;2026-03-27\|31.08\|-1.86\|31.11\|32.37\|30.50\|28443;2026-03-30\|32.85\|5.70\|30.89\|33.48\|30.79\|47448;2026-03-31\|32.70\|-0.46\|33.20\|33.96\|32.00\|46171;2026-04-01\|31.31\|-4.25\|33.35\|33.35\|31.21\|35713;2026-04-02\|30.85\|-1.47\|31.22\|31.42\|30.37\|26057;2026-04-03\|30.35\|-1.62\|30.70\|31.09\|29.92\|15889;2026-04-07\|30.54\|0.63\|30.06\|31.13\|30.06\|18597;2026-04-08\|31.36\|2.69\|31.00\|31.86\|30.42\|26143;2026-04-09\|30.38\|-3.12\|31.40\|31.49\|30.01\|27700;2026-04-10\|31.65\|4.18\|30.37\|32.10\|30.37\|46086;2026-04-13\|31.57\|-0.25\|31.71\|31.79\|30.75\|23206;2026-04-14\|31.50\|-0.22\|31.52\|31.94\|30.93\|16015;2026-04-15\|34.65\|10.00\|31.99\|34.65\|31.56\|72168;2026-04-16\|35.85\|3.46\|35.00\|36.50\|34.36\|106822;2026-04-17\|37.42\|4.38\|36.00\|37.50\|35.31\|72394;2026-04-20\|39.80\|6.36\|38.35\|41.00\|37.45\|88111;2026-04-21\|39.62\|-0.45\|40.20\|40.78\|38.30\|55706;2026-04-22\|39.49\|-0.33\|40.02\|40.20\|38.91\|34640;2026-04-23\|41.88\|6.05\|39.80\|43.44\|39.17\|109961;2026-04-24\|41.30\|-1.38\|42.23\|42.70\|40.20\|72721;2026-04-27\|42.26\|2.32\|40.77\|42.58\|39.13\|51743;2026-04-28\|41.87\|-0.92\|42.30\|42.95\|41.00\|36816;2026-04-29\|42.84\|2.32\|42.80\|43.94\|41.80\|47794;2026-04-30\|43.59\|1.75\|42.63\|44.40\|42.12\|40261;2026-05-06\|44.50\|2.09\|44.09\|46.61\|43.20\|47637;2026-05-07\|47.85\|7.53\|44.57\|48.88\|44.36\|48951;2026-05-08\|46.18\|-3.49\|48.33\|49.64\|45.61\|60934;2026-05-11\|48.82\|5.72\|46.13\|49.50\|45.81\|51236;2026-05-12\|47.58\|-2.54\|49.10\|51.99\|47.39\|48937;2026-05-13\|52.34\|10.00\|47.77\|52.34\|47.08\|57550;2026-05-14\|49.80\|-4.85\|52.35\|52.86\|49.80\|46446;2026-05-15\|50.00\|0.40\|49.89\|53.89\|49.47\|51771;2026-05-18\|48.62\|-2.76\|50.00\|51.50\|47.57\|54749;2026-05-19\|49.76\|2.34\|48.47\|50.32\|47.75\|38256;2026-05-20\|51.95\|4.40\|49.27\|53.69\|48.41\|41179;2026-05-21\|51.95\|0.00\|51.30\|54.38\|51.30\|41036;2026-05-22\|53.38\|2.75\|52.87\|55.28\|51.33\|52859;2026-05-25\|52.00\|-2.59\|53.45\|55.47\|49.72\|69163;2026-05-26\|49.95\|-3.94\|51.99\|52.47\|48.85\|52740;2026-05-27\|49.23\|-1.44\|49.98\|50.41\|48.21\|41481;2026-05-28\|51.60\|4.81\|49.22\|51.80\|47.52\|36555;2026-05-29\|47.86\|-7.25\|52.20\|52.40\|47.20\|35538;2026-06-01\|46.33\|-3.20\|47.83\|47.83\|45.77\|39409;2026-06-02\|45.34\|-2.14\|44.72\|46.83\|44.58\|35569;2026-06-03\|45.03\|-0.68\|44.93\|46.26\|44.47\|24344;2026-06-04\|43.48\|-3.44\|43.97\|45.00\|42.86\|40320;2026-06-05\|42.80\|-1.56\|43.18\|43.92\|41.66\|32558;2026-06-08\|38.52\|-10.00\|38.96\|41.59\|38.52\|46652;2026-06-09\|41.87\|8.70\|38.83\|42.37\|38.00\|66799;2026-06-10\|43.58\|4.08\|43.47\|43.90\|40.58\|67530;2026-06-11\|45.75\|4.98\|44.00\|45.84\|42.50\|71548;2026-06-12\|45.10\|-1.42\|44.91\|48.28\|44.77\|51004;2026-06-15\|47.27\|4.81\|45.10\|47.30\|44.99\|41709;2026-06-16\|45.98\|-2.73\|47.19\|47.94\|45.38\|45469;2026-06-17\|50.58\|10.00\|46.99\|50.58\|46.99\|38250;2026-06-18\|54.43\|7.61\|52.00\|55.08\|52.00\|115710;2026-06-22\|51.90\|-4.65\|56.47\|56.47\|48.99\|146054;2026-06-23\|50.00\|-3.66\|52.00\|52.33\|48.24\|81427;2026-06-24\|53.18\|6.36\|49.50\|53.69\|48.03\|71904;2026-06-25\|53.80\|1.17\|52.85\|54.60\|51.20\|62671;2026-06-26\|49.31\|-8.35\|53.86\|55.00\|48.88\|51497;2026-06-29\|44.38\|-10.00\|50.40\|50.45\|44.38\|49714;2026-06-30\|44.81\|0.97\|42.84\|46.50\|41.86\|67945;2026-07-01\|44.19\|-1.38\|45.00\|49.29\|43.65\|102139;2026-07-02\|45.53\|3.03\|44.20\|48.61\|42.19\|123664;2026-07-03\|46.52\|2.17\|46.21\|48.20\|44.53\|91718;2026-07-06\|48.80\|4.90\|46.60\|49.23\|45.70\|69799;2026-07-07\|44.02\|-9.80\|48.29\|48.98\|43.92\|54186;2026-07-08\|48.42\|10.00\|46.00\|48.42\|43.74\|89304;2026-07-09\|44.78\|-7.52\|48.89\|49.00\|43.58\|90142;2026-07-10\|41.65\|-6.99\|43.58\|44.50\|40.45\|77294;2026-07-13\|40.26\|-3.34\|39.96\|41.40\|39.04\|48296;2026-07-14\|40.26\|0.00\|40.23\|42.50\|38.70\|47863;2026-07-15\|37.93\|-5.17\|40.33\|40.33\|37.60\|34798;2026-07-16\|34.90\|-7.99\|36.84\|38.13\|34.81\|50305
110735		涨停揭秘：高温天气提前叠加空调旺季预期与低估值修复；涨停缘由：多地气温突破30℃催化空调需求，公司空调主业边际改善且红外遥控组件具备技术壁垒，2025年营收同比增长9.6%、现金流明显改善；资金逻辑：游资主导拉升，龙虎榜两家一线游资合计买入超3800万元；风险提示：空调主业规模较小，市场竞争激烈，地产链复苏节奏存在不确定性	公司主营空调等制冷产品、空调用红外线遥控等	2026-03-09\|5.25\|-2.23\|5.35\|5.35\|5.25\|105814;2026-03-10\|5.47\|4.19\|5.28\|5.50\|5.28\|123528;2026-03-11\|5.45\|-0.37\|5.47\|5.51\|5.40\|69872;2026-03-12\|5.39\|-1.10\|5.46\|5.52\|5.39\|125033;2026-03-13\|5.44\|0.93\|5.38\|5.52\|5.37\|130610;2026-03-16\|5.37\|-1.29\|5.43\|5.49\|5.35\|98988;2026-03-17\|5.30\|-1.30\|5.38\|5.45\|5.29\|93484;2026-03-18\|5.36\|1.13\|5.30\|5.37\|5.24\|76242;2026-03-19\|5.21\|-2.80\|5.32\|5.38\|5.15\|95462;2026-03-20\|5.06\|-2.88\|5.21\|5.25\|5.05\|114263;2026-03-23\|4.67\|-7.71\|4.99\|4.99\|4.61\|190009;2026-03-24\|4.95\|6.00\|4.74\|4.98\|4.65\|152558;2026-03-25\|5.13\|3.64\|4.99\|5.14\|4.97\|109052;2026-03-26\|5.08\|-0.97\|5.11\|5.21\|5.02\|110097;2026-03-27\|5.15\|1.38\|5.02\|5.18\|5.00\|76153;2026-03-30\|5.18\|0.58\|5.10\|5.21\|5.07\|102881;2026-03-31\|5.15\|-0.58\|5.17\|5.28\|5.12\|99135;2026-04-01\|5.12\|-0.58\|5.21\|5.24\|5.05\|95434;2026-04-02\|5.00\|-2.34\|5.10\|5.12\|4.96\|76755;2026-04-03\|4.78\|-4.40\|5.01\|5.03\|4.77\|106001;2026-04-07\|4.96\|3.77\|4.77\|4.98\|4.75\|104214;2026-04-08\|5.11\|3.02\|5.01\|5.13\|5.00\|85350;2026-04-09\|5.04\|-1.37\|5.11\|5.13\|5.00\|73396;2026-04-10\|5.13\|1.79\|5.06\|5.20\|5.04\|77207;2026-04-13\|5.10\|-0.58\|5.13\|5.13\|5.03\|63230;2026-04-14\|5.07\|-0.59\|5.12\|5.12\|5.02\|64487;2026-04-15\|5.04\|-0.59\|5.11\|5.15\|5.02\|64252;2026-04-16\|5.11\|1.39\|5.05\|5.13\|5.03\|91892;2026-04-17\|5.06\|-0.98\|5.12\|5.13\|5.03\|61981;2026-04-20\|5.14\|1.58\|5.06\|5.15\|5.03\|84543;2026-04-21\|5.16\|0.39\|5.15\|5.17\|5.10\|64810;2026-04-22\|5.16\|0.00\|5.12\|5.20\|5.09\|70933;2026-04-23\|5.18\|0.39\|5.15\|5.20\|5.05\|89127;2026-04-24\|5.25\|1.35\|5.15\|5.28\|5.10\|100957;2026-04-27\|5.29\|0.76\|5.24\|5.30\|5.09\|93785;2026-04-28\|5.29\|0.00\|5.28\|5.34\|5.23\|92834;2026-04-29\|5.35\|1.13\|5.24\|5.38\|5.16\|133973;2026-04-30\|5.42\|1.31\|5.35\|5.44\|5.31\|112567;2026-05-06\|5.43\|0.18\|5.46\|5.48\|5.37\|120027;2026-05-07\|5.40\|-0.55\|5.43\|5.50\|5.37\|104222;2026-05-08\|5.42\|0.37\|5.40\|5.44\|5.37\|77635;2026-05-11\|5.96\|9.96\|5.45\|5.96\|5.42\|227633;2026-05-12\|5.91\|-0.84\|5.96\|6.10\|5.70\|669406;2026-05-13\|6.04\|2.20\|5.91\|6.50\|5.85\|792691;2026-05-14\|5.84\|-3.31\|5.98\|6.19\|5.83\|570120;2026-05-15\|5.68\|-2.74\|5.80\|5.94\|5.65\|368374;2026-05-18\|5.78\|1.76\|5.75\|5.90\|5.70\|283150;2026-05-19\|5.67\|-1.90\|5.84\|5.94\|5.63\|264602;2026-05-20\|5.51\|-2.82\|5.67\|5.73\|5.46\|238479;2026-05-21\|5.23\|-5.08\|5.54\|5.56\|5.20\|242040;2026-05-22\|5.26\|0.57\|5.24\|5.30\|5.10\|162410;2026-05-25\|5.17\|-1.71\|5.30\|5.34\|5.10\|129153;2026-05-26\|5.02\|-2.90\|5.16\|5.17\|4.95\|141571;2026-05-27\|4.89\|-2.59\|5.03\|5.03\|4.86\|113601;2026-05-28\|5.01\|2.45\|4.88\|5.03\|4.84\|129732;2026-05-29\|4.99\|-0.40\|5.03\|5.30\|4.94\|204558;2026-06-01\|5.10\|2.20\|4.94\|5.12\|4.84\|137857;2026-06-02\|4.90\|-3.92\|5.12\|5.12\|4.85\|144217;2026-06-03\|4.85\|-1.02\|4.89\|4.90\|4.79\|89629;2026-06-04\|4.73\|-2.47\|4.84\|4.88\|4.69\|98870;2026-06-05\|4.78\|1.06\|4.75\|4.84\|4.69\|93669;2026-06-08\|4.67\|-2.30\|4.71\|4.80\|4.58\|101617;2026-06-09\|4.64\|-0.64\|4.70\|4.72\|4.58\|84672;2026-06-10\|4.46\|-1.33\|4.53\|4.58\|4.40\|89267;2026-06-11\|4.39\|-1.57\|4.46\|4.50\|4.34\|107000;2026-06-12\|4.46\|1.59\|4.43\|4.49\|4.33\|101592;2026-06-15\|4.45\|-0.22\|4.47\|4.58\|4.43\|97736;2026-06-16\|4.42\|-0.67\|4.46\|4.48\|4.35\|72303;2026-06-17\|4.30\|-2.71\|4.41\|4.41\|4.27\|95070;2026-06-18\|4.25\|-1.16\|4.27\|4.29\|4.18\|85501;2026-06-22\|4.34\|2.12\|4.25\|4.36\|4.08\|98281;2026-06-23\|4.44\|2.30\|4.28\|4.63\|4.26\|154232;2026-06-24\|4.22\|-4.96\|4.48\|4.48\|4.19\|108685;2026-06-25\|4.17\|-1.18\|4.20\|4.24\|4.12\|72893;2026-06-26\|4.08\|-2.16\|4.16\|4.16\|4.04\|67209;2026-06-29\|4.14\|1.47\|4.25\|4.43\|4.02\|176468;2026-06-30\|4.07\|-1.69\|4.13\|4.23\|4.04\|154283;2026-07-01\|4.21\|3.44\|4.08\|4.23\|4.03\|131210;2026-07-02\|4.19\|-0.48\|4.22\|4.35\|4.18\|135878;2026-07-03\|4.29\|2.39\|4.17\|4.32\|4.17\|109292;2026-07-06\|4.34\|1.17\|4.35\|4.40\|4.25\|115290;2026-07-07\|4.17\|-3.92\|4.31\|4.33\|4.15\|89459;2026-07-08\|4.14\|-0.72\|4.17\|4.17\|4.08\|56093;2026-07-09\|4.09\|-1.21\|4.12\|4.16\|4.04\|63606;2026-07-10\|4.20\|2.69\|4.09\|4.26\|4.04\|89321;2026-07-13\|4.11\|-2.14\|4.21\|4.22\|4.09\|70375;2026-07-14\|4.24\|3.16\|4.09\|4.25\|4.07\|77126;2026-07-15\|4.30\|1.42\|4.25\|4.33\|4.19\|71995;2026-07-16\|4.32\|0.47\|4.29\|4.37\|4.22\|74491
110734		拟跨界收购+覆铜板+浓缩果汁 1、据2026年6月16日公告，公司于6月15日签署《股权转让框架协议》，拟以6-8亿元收购宁波甬强科技部分股权并实现控股，标的公司主营集成电路电子信息互连材料，包括覆铜板和半固化片，终端客户包括浪潮信息、中科曙光、中际旭创等。 2、据2026年6月9日投资者关系活动记录表，国内浓缩果汁行业形成安德利与国投中鲁“双龙头”格局，公司2026年2月竞得烟台海升两条生产线，此前收购阿克苏恒通、延安富县恒兴等资产，持续整合行业优质产能。 3、据2025年年度报告，公司是全球主要浓缩果汁加工企业之一，拥有10个加工基地及20条生产线，浓缩苹果汁收入占比约90%，产品外销收入占比约60%-70%。	公司是全球生产规模较大的浓缩果汁加工企业之一	2026-03-09\|38.45\|-3.51\|39.52\|39.88\|38.22\|17365;2026-03-10\|38.91\|1.20\|38.78\|39.14\|38.37\|8871;2026-03-11\|38.32\|-1.52\|38.91\|39.08\|38.27\|10834;2026-03-12\|38.16\|-0.42\|38.44\|38.58\|37.88\|6634;2026-03-13\|38.00\|-0.42\|38.16\|38.61\|37.78\|10238;2026-03-16\|37.93\|-0.18\|38.00\|38.48\|37.45\|11044;2026-03-17\|37.67\|-0.69\|37.91\|38.30\|37.67\|8824;2026-03-18\|38.14\|1.25\|37.85\|38.19\|37.45\|9800;2026-03-19\|36.44\|-4.46\|38.12\|38.12\|36.17\|15037;2026-03-20\|36.46\|0.05\|36.42\|37.56\|35.67\|16602;2026-03-23\|35.81\|-1.78\|36.13\|36.99\|35.40\|18580;2026-03-24\|37.40\|4.44\|36.19\|37.63\|36.06\|16496;2026-03-25\|38.39\|2.65\|37.41\|38.53\|37.41\|15579;2026-03-26\|37.93\|-1.20\|38.58\|39.29\|37.54\|17632;2026-03-27\|38.90\|2.56\|37.80\|38.97\|37.56\|14614;2026-03-30\|39.24\|0.87\|38.60\|39.60\|36.59\|25764;2026-03-31\|40.35\|2.83\|38.98\|43.16\|38.98\|57632;2026-04-01\|37.96\|-5.92\|39.60\|39.98\|37.83\|40589;2026-04-02\|37.53\|-1.13\|37.40\|37.90\|37.07\|18670;2026-04-03\|37.27\|-0.69\|37.44\|37.95\|37.05\|11087;2026-04-07\|39.11\|4.94\|37.90\|39.80\|37.90\|30016;2026-04-08\|40.65\|3.94\|39.38\|40.65\|39.38\|25525;2026-04-09\|41.28\|1.55\|40.94\|42.05\|40.00\|31864;2026-04-10\|42.20\|2.23\|41.36\|42.77\|41.33\|20040;2026-04-13\|42.85\|1.54\|42.19\|43.89\|41.80\|26103;2026-04-14\|44.56\|3.99\|43.00\|44.96\|42.91\|28580;2026-04-15\|44.18\|-0.85\|45.10\|45.80\|43.36\|24936;2026-04-16\|47.17\|6.77\|43.98\|48.10\|43.90\|48454;2026-04-17\|47.90\|1.55\|47.47\|48.15\|46.50\|36722;2026-04-20\|45.80\|-4.38\|48.50\|49.95\|44.22\|62090;2026-04-21\|45.17\|-1.38\|45.84\|46.01\|44.00\|38012;2026-04-22\|46.63\|3.23\|45.80\|48.00\|45.18\|27504;2026-04-23\|47.09\|0.99\|46.60\|47.39\|45.50\|22665;2026-04-24\|46.29\|-1.70\|46.13\|48.19\|45.90\|20897;2026-04-27\|46.10\|-0.41\|46.00\|46.99\|45.50\|18983;2026-04-28\|46.00\|-0.22\|46.19\|47.17\|45.90\|19423;2026-04-29\|45.87\|-0.28\|46.03\|46.10\|45.40\|14883;2026-04-30\|45.84\|-0.07\|45.01\|45.90\|44.60\|21299;2026-05-06\|46.10\|0.57\|46.08\|48.50\|45.89\|24250;2026-05-07\|47.41\|2.84\|46.10\|48.02\|46.10\|21208;2026-05-08\|47.15\|-0.55\|47.10\|47.39\|46.16\|23489;2026-05-11\|48.28\|2.40\|48.00\|48.70\|47.12\|23420;2026-05-12\|53.11\|10.00\|48.29\|53.11\|48.29\|39483;2026-05-13\|56.05\|5.54\|56.20\|58.42\|55.19\|100792;2026-05-14\|59.00\|5.26\|55.64\|61.51\|53.40\|100100;2026-05-15\|58.00\|-1.69\|59.28\|60.82\|58.00\|58068;2026-05-18\|63.09\|8.78\|58.70\|63.80\|58.40\|101723;2026-05-19\|57.79\|-8.40\|63.09\|63.29\|57.60\|95258;2026-05-20\|58.20\|0.71\|57.50\|61.77\|53.75\|116600;2026-05-21\|52.38\|-10.00\|57.50\|57.50\|52.38\|29998;2026-05-22\|50.52\|-3.55\|48.00\|51.00\|48.00\|103350;2026-05-25\|55.57\|10.00\|51.50\|55.57\|51.50\|23694;2026-05-26\|56.05\|0.86\|60.00\|60.00\|54.00\|78246;2026-05-27\|53.70\|-4.19\|55.77\|56.40\|53.58\|37066;2026-05-28\|55.58\|3.50\|54.24\|56.50\|52.14\|38431;2026-05-29\|56.73\|2.07\|56.69\|57.88\|55.00\|43623;2026-06-01\|57.88\|2.03\|57.77\|60.40\|57.23\|50412;2026-06-02\|55.98\|-3.28\|57.88\|58.91\|55.55\|33180;2026-06-03\|54.91\|-1.91\|55.43\|56.07\|53.00\|37480;2026-06-04\|54.55\|-0.66\|54.50\|54.97\|53.69\|21304;2026-06-05\|54.12\|-0.79\|54.88\|54.88\|53.25\|20344;2026-06-08\|57.14\|5.58\|52.27\|57.37\|51.42\|32860;2026-06-09\|61.09\|6.91\|58.01\|61.99\|58.01\|52150;2026-06-10\|61.39\|0.49\|60.90\|65.47\|60.80\|56273;2026-06-11\|58.91\|-4.04\|62.47\|62.88\|58.53\|36157;2026-06-12\|64.80\|10.00\|60.00\|64.80\|60.00\|37595;2026-06-15\|71.28\|10.00\|69.86\|71.28\|65.67\|66760;2026-06-16\|78.41\|10.00\|78.41\|78.41\|75.01\|127661;2026-06-17\|86.10\|9.81\|78.42\|86.25\|78.42\|216883;2026-06-18\|81.70\|-5.11\|84.60\|85.96\|77.49\|155804;2026-06-22\|74.90\|-8.32\|80.56\|82.80\|73.86\|118992;2026-06-23\|72.13\|-3.70\|74.46\|77.20\|70.87\|72261;2026-06-24\|69.67\|-3.41\|72.22\|73.40\|68.19\|54106;2026-06-25\|68.90\|-1.11\|70.22\|71.27\|68.00\|54501;2026-06-26\|64.05\|-7.04\|68.22\|68.22\|63.28\|45570;2026-06-29\|62.68\|-2.14\|64.05\|64.30\|59.78\|79334;2026-06-30\|63.36\|1.08\|62.03\|66.77\|62.03\|53101;2026-07-01\|65.36\|3.16\|62.80\|66.63\|62.02\|46646;2026-07-02\|66.21\|1.30\|64.00\|66.86\|62.98\|53717;2026-07-03\|66.20\|-0.02\|67.32\|68.20\|64.32\|44675;2026-07-06\|63.14\|-4.62\|66.69\|68.19\|63.00\|40260;2026-07-07\|61.44\|-2.69\|62.03\|64.19\|60.20\|31342;2026-07-08\|61.70\|0.42\|61.60\|62.67\|59.85\|20613;2026-07-09\|59.00\|-3.91\|61.40\|61.42\|58.21\|28634;2026-07-10\|59.01\|0.02\|58.85\|62.09\|58.14\|23074;2026-07-13\|56.85\|-3.66\|58.51\|59.41\|56.11\|26331;2026-07-14\|57.00\|0.26\|55.71\|57.54\|54.75\|25051;2026-07-15\|56.15\|-1.49\|57.82\|57.82\|55.60\|17183;2026-07-16\|53.83\|-4.13\|56.00\|56.07\|53.61\|19028
110733		AI设计+时尚鞋履+IP经济 1、据2026年4月28日年报，公司依托行业垂直AI大模型打造“蜻蜓智创”AI设计系统，可秒级生成照片级设计稿，将设计效率提升百倍并降低研发成本。 2、据2026年4月28日年报，公司在产品设计和营销内容层面使用IP加持，如联名“卡皮巴拉”等，赋予产品更高消费者情绪价值。 3、据2026年4月28日年报，公司主营时尚鞋履，构建“全价值链数智化+多品牌矩阵+全域渠道运营”模式，线下门店总计2,718家，以“自然灵感+舒适科技”打造时尚休闲鞋履品牌。	公司为国内优质鞋企，在第三方电商平台的皮鞋品类中有较高的市场占有率	2026-03-09\|5.91\|-0.84\|5.90\|5.98\|5.83\|60162;2026-03-10\|6.03\|2.03\|5.96\|6.08\|5.95\|59476;2026-03-11\|5.95\|-1.33\|6.05\|6.06\|5.91\|55005;2026-03-12\|5.89\|-1.01\|5.95\|5.98\|5.88\|33981;2026-03-13\|5.95\|1.02\|5.91\|6.06\|5.85\|62188;2026-03-16\|5.98\|0.50\|5.92\|6.11\|5.92\|53102;2026-03-17\|5.97\|-0.17\|6.00\|6.11\|5.95\|58508;2026-03-18\|6.02\|0.84\|5.97\|6.02\|5.89\|40493;2026-03-19\|5.80\|-3.65\|5.98\|6.01\|5.77\|63520;2026-03-20\|5.57\|-3.97\|5.81\|5.85\|5.57\|54479;2026-03-23\|5.23\|-6.10\|5.57\|5.57\|5.19\|87101;2026-03-24\|5.53\|5.74\|5.33\|5.54\|5.27\|96616;2026-03-25\|5.60\|1.27\|5.55\|5.61\|5.54\|59518;2026-03-26\|5.54\|-1.07\|5.61\|5.70\|5.51\|46197;2026-03-27\|5.64\|1.81\|5.50\|5.66\|5.50\|45653;2026-03-30\|5.69\|0.89\|5.60\|5.70\|5.57\|45208;2026-03-31\|5.60\|-1.58\|5.69\|5.80\|5.59\|40446;2026-04-01\|5.63\|0.54\|5.69\|5.72\|5.60\|48548;2026-04-02\|5.53\|-1.78\|5.63\|5.63\|5.48\|49708;2026-04-03\|5.31\|-3.98\|5.51\|5.57\|5.28\|66019;2026-04-07\|5.50\|3.58\|5.31\|5.51\|5.26\|57145;2026-04-08\|5.74\|4.36\|5.57\|5.87\|5.57\|86893;2026-04-09\|5.59\|-2.61\|5.68\|5.76\|5.58\|60874;2026-04-10\|5.63\|0.72\|5.61\|5.73\|5.59\|49241;2026-04-13\|5.64\|0.18\|5.68\|5.68\|5.56\|45144;2026-04-14\|5.66\|0.35\|5.69\|5.71\|5.58\|51373;2026-04-15\|5.58\|-1.41\|5.66\|5.75\|5.57\|42649;2026-04-16\|5.68\|1.79\|5.58\|5.70\|5.54\|55340;2026-04-17\|5.56\|-2.11\|5.67\|5.71\|5.53\|63842;2026-04-20\|5.62\|1.08\|5.56\|5.65\|5.52\|45717;2026-04-21\|5.65\|0.53\|5.65\|5.70\|5.59\|47775;2026-04-22\|5.72\|1.24\|5.68\|5.78\|5.61\|59714;2026-04-23\|5.96\|4.20\|5.71\|5.98\|5.66\|140347;2026-04-24\|5.69\|-4.53\|5.82\|5.90\|5.60\|158239;2026-04-27\|6.00\|5.45\|5.66\|6.03\|5.65\|145510;2026-04-28\|6.06\|1.00\|6.00\|6.20\|5.92\|151311;2026-04-29\|6.36\|4.95\|6.06\|6.46\|6.04\|184976;2026-04-30\|6.52\|2.52\|6.36\|6.60\|6.30\|164926;2026-05-06\|6.86\|5.21\|6.52\|6.93\|6.44\|255799;2026-05-07\|7.31\|6.56\|6.82\|7.50\|6.82\|334367;2026-05-08\|7.59\|3.83\|7.31\|7.71\|7.17\|254696;2026-05-11\|7.23\|-4.74\|7.64\|7.97\|7.13\|281317;2026-05-12\|7.33\|1.38\|7.23\|7.48\|7.00\|234127;2026-05-13\|7.71\|5.18\|7.24\|8.06\|7.18\|407689;2026-05-14\|7.75\|0.52\|7.61\|8.20\|7.52\|391380;2026-05-15\|7.96\|2.71\|7.75\|8.52\|7.62\|398052;2026-05-18\|7.47\|-6.16\|7.68\|7.78\|7.22\|312549;2026-05-19\|7.79\|4.28\|7.46\|7.99\|7.33\|268568;2026-05-20\|7.71\|-1.03\|7.78\|8.02\|7.58\|211771;2026-05-21\|7.91\|2.59\|7.65\|8.48\|7.65\|333582;2026-05-22\|7.86\|-0.63\|7.87\|8.09\|7.67\|208656;2026-05-25\|8.16\|3.82\|7.79\|8.26\|7.79\|199416;2026-05-26\|7.73\|-5.27\|8.00\|8.08\|7.69\|190292;2026-05-27\|7.36\|-4.79\|7.74\|7.75\|7.25\|195144;2026-05-28\|7.31\|-0.68\|7.27\|7.58\|7.14\|143625;2026-05-29\|7.25\|-0.82\|7.40\|7.43\|7.19\|117679;2026-06-01\|7.29\|0.55\|7.40\|7.61\|7.00\|124485;2026-06-02\|7.40\|1.51\|7.41\|7.49\|7.12\|134259;2026-06-03\|7.28\|-1.62\|7.33\|7.47\|7.18\|100486;2026-06-04\|7.26\|-0.27\|7.17\|7.37\|7.14\|95183;2026-06-05\|7.33\|0.96\|7.34\|7.57\|7.27\|122958;2026-06-08\|6.92\|-5.59\|7.20\|7.30\|6.82\|120920;2026-06-09\|6.95\|0.43\|6.91\|7.14\|6.81\|104790;2026-06-10\|6.94\|-0.14\|6.90\|7.01\|6.70\|87618;2026-06-11\|6.94\|3.27\|6.67\|6.98\|6.56\|97339;2026-06-12\|6.89\|-0.72\|6.97\|6.98\|6.76\|79846;2026-06-15\|6.69\|-2.90\|6.89\|7.01\|6.62\|110086;2026-06-16\|6.64\|-0.75\|6.69\|6.78\|6.48\|82666;2026-06-17\|6.70\|0.90\|6.65\|6.83\|6.53\|83696;2026-06-18\|6.54\|-2.39\|6.80\|6.80\|6.50\|71023;2026-06-22\|6.09\|-6.88\|6.47\|6.54\|5.99\|130319;2026-06-23\|6.70\|10.02\|6.19\|6.70\|6.10\|195917;2026-06-24\|6.40\|-4.48\|6.59\|6.92\|6.36\|314989;2026-06-25\|6.13\|-4.22\|6.56\|6.57\|6.09\|163360;2026-06-26\|5.81\|-5.22\|6.18\|6.18\|5.70\|176282;2026-06-29\|5.69\|-2.07\|5.76\|5.84\|5.60\|123268;2026-06-30\|5.68\|-0.18\|5.63\|5.76\|5.53\|90036;2026-07-01\|5.80\|2.11\|5.70\|5.84\|5.62\|102003;2026-07-02\|5.98\|3.10\|5.75\|6.05\|5.75\|117500;2026-07-03\|6.08\|1.67\|5.99\|6.18\|5.91\|103202;2026-07-06\|6.03\|-0.82\|6.07\|6.25\|6.00\|80824;2026-07-07\|6.07\|0.66\|6.04\|6.11\|5.80\|78127;2026-07-08\|6.08\|0.16\|6.07\|6.10\|5.83\|61408;2026-07-09\|5.98\|-1.64\|6.05\|6.26\|5.84\|91973;2026-07-10\|5.95\|-0.50\|5.95\|6.16\|5.85\|77310;2026-07-13\|6.02\|1.18\|5.95\|6.06\|5.80\|98611;2026-07-14\|5.89\|-2.16\|5.96\|6.06\|5.85\|76806;2026-07-15\|5.94\|0.85\|5.86\|6.06\|5.85\|56872;2026-07-16\|5.88\|-1.01\|5.90\|6.05\|5.79\|64292
110732		特种水产饲料+生物科技+越南投产行业原因：据中证报，分析指出，当前地缘冲突通过能源和化肥成本、航运成本和风险偏好间接传导，推升农产品价格中枢，厄尔尼诺现象预期升温成为2026年农产品定价的重要外生变量，定价范式从单一供需因素主导转向“供需+成本+安全溢价+气候预期”的复合模式，多链条传导重塑行业运行逻辑。公司原因： 1、据2026年6月10日公告，公司全资子公司广东粤海世铭生物科技有限公司完成工商登记，经营范围包含生物化工产品技术研发等。 2、据2026年4月27日年报，公司专注于特种水产饲料的研发、生产与销售，核心产品包括虾料、海鲈鱼料等，具有生长速度快、饲料系数低等特点，并推行“三高三低”技术战略。 3、据2026年4月27日年报及5月13日机构调研，越南粤海一期10万吨产能已于2025年10月投产，2026年一季度销量增幅超120%，将以越南为支点拓展东南亚市场。	全资子公司湛江粤海水产有限公司经营有条冻、淡晒金鲳鱼、黄花鱼等水产品及水产品预制菜	2026-03-09\|7.70\|2.26\|7.49\|7.82\|7.48\|144102;2026-03-10\|7.62\|-1.04\|7.65\|7.73\|7.58\|80036;2026-03-11\|7.52\|-1.31\|7.64\|7.65\|7.46\|70666;2026-03-12\|7.57\|0.66\|7.53\|7.60\|7.45\|66880;2026-03-13\|7.60\|0.40\|7.56\|7.78\|7.53\|98839;2026-03-16\|7.73\|1.71\|7.66\|7.88\|7.66\|122930;2026-03-17\|7.51\|-2.85\|7.73\|7.79\|7.50\|103499;2026-03-18\|7.46\|-0.67\|7.50\|7.53\|7.39\|55072;2026-03-19\|7.22\|-3.22\|7.42\|7.48\|7.20\|83212;2026-03-20\|6.96\|-3.60\|7.22\|7.28\|6.95\|110016;2026-03-23\|6.47\|-7.04\|6.90\|6.91\|6.43\|121787;2026-03-24\|6.74\|4.17\|6.60\|6.74\|6.46\|89412;2026-03-25\|6.83\|1.34\|6.74\|6.85\|6.69\|59028;2026-03-26\|6.87\|0.59\|6.87\|7.00\|6.82\|69466;2026-03-27\|7.56\|10.04\|6.88\|7.56\|6.88\|182599;2026-03-30\|7.60\|0.53\|7.45\|7.90\|7.34\|357820;2026-03-31\|7.77\|2.24\|7.68\|7.85\|7.65\|263794;2026-04-01\|7.86\|1.16\|7.83\|7.86\|7.68\|165893;2026-04-02\|7.94\|1.02\|7.86\|8.31\|7.83\|188647;2026-04-03\|7.97\|0.38\|8.00\|8.03\|7.82\|184091;2026-04-07\|7.70\|-3.39\|7.92\|7.97\|7.50\|203945;2026-04-08\|7.83\|1.69\|7.70\|7.84\|7.57\|195078;2026-04-09\|7.77\|-0.77\|7.71\|7.95\|7.70\|125460;2026-04-10\|7.81\|0.51\|7.77\|7.98\|7.70\|164390;2026-04-13\|8.02\|2.69\|7.85\|8.11\|7.75\|185097;2026-04-14\|8.14\|1.50\|8.03\|8.14\|7.94\|138583;2026-04-15\|7.98\|-1.97\|8.13\|8.13\|7.88\|118514;2026-04-16\|8.14\|2.00\|7.98\|8.14\|7.92\|129073;2026-04-17\|8.43\|3.56\|8.09\|8.78\|8.09\|247923;2026-04-20\|8.41\|-0.24\|8.47\|8.48\|8.27\|152384;2026-04-21\|8.37\|-0.48\|8.41\|8.56\|8.30\|100744;2026-04-22\|8.47\|1.19\|8.34\|8.54\|8.30\|114056;2026-04-23\|8.41\|-0.71\|8.46\|8.47\|8.26\|108631;2026-04-24\|8.54\|1.55\|8.36\|8.58\|8.35\|143580;2026-04-27\|8.61\|0.82\|8.53\|8.61\|8.13\|185833;2026-04-28\|8.58\|-0.35\|8.53\|8.70\|8.44\|163705;2026-04-29\|8.55\|-0.35\|8.54\|8.84\|8.50\|197644;2026-04-30\|8.47\|-0.94\|8.53\|8.63\|8.40\|126268;2026-05-06\|8.70\|2.72\|8.46\|8.70\|8.31\|171476;2026-05-07\|8.98\|3.22\|8.75\|9.00\|8.60\|200300;2026-05-08\|9.59\|6.79\|8.93\|9.76\|8.90\|419883;2026-05-11\|8.63\|-10.01\|9.86\|9.96\|8.63\|528452;2026-05-12\|8.64\|0.12\|8.45\|8.99\|8.40\|408009;2026-05-13\|9.50\|9.95\|8.64\|9.50\|8.64\|421400;2026-05-14\|9.21\|-3.05\|9.57\|9.65\|9.09\|427762;2026-05-15\|9.07\|-1.52\|9.22\|9.38\|8.96\|220091;2026-05-18\|8.95\|-1.32\|8.98\|9.29\|8.80\|220441;2026-05-19\|8.90\|-0.56\|9.00\|9.18\|8.80\|166309;2026-05-20\|9.79\|10.00\|8.87\|9.79\|8.73\|280834;2026-05-21\|9.24\|-5.62\|9.59\|9.76\|9.23\|433933;2026-05-22\|9.17\|-0.76\|9.22\|9.46\|9.08\|211636;2026-05-25\|8.72\|-4.91\|9.11\|9.23\|8.44\|285319;2026-05-26\|8.60\|-1.38\|8.64\|8.89\|8.50\|155410;2026-05-27\|8.63\|0.35\|8.60\|8.88\|8.46\|191389;2026-05-28\|8.63\|0.00\|8.58\|8.81\|8.48\|138592;2026-05-29\|8.37\|-3.01\|8.60\|8.62\|8.26\|156806;2026-06-01\|8.35\|-0.24\|8.36\|8.49\|8.26\|106922;2026-06-02\|7.92\|-5.15\|8.34\|8.42\|7.89\|173102;2026-06-03\|7.44\|-6.06\|7.91\|7.91\|7.37\|232383;2026-06-04\|7.40\|-0.54\|7.45\|7.78\|7.21\|225769;2026-06-05\|7.33\|-0.95\|7.45\|7.51\|7.20\|126962;2026-06-08\|7.06\|-3.68\|7.20\|7.24\|6.84\|150700;2026-06-09\|7.59\|7.51\|7.20\|7.62\|6.97\|202707;2026-06-10\|7.70\|1.45\|7.55\|7.85\|7.47\|195744;2026-06-11\|7.57\|-1.69\|7.69\|7.84\|7.53\|118311;2026-06-12\|7.45\|-1.59\|7.56\|7.65\|7.37\|120354;2026-06-15\|7.37\|-1.07\|7.47\|7.60\|7.30\|100273;2026-06-16\|7.32\|-0.68\|7.33\|7.35\|7.18\|112322;2026-06-17\|7.16\|-2.19\|7.21\|7.36\|7.10\|133342;2026-06-18\|7.30\|1.96\|7.13\|7.36\|7.07\|129538;2026-06-22\|7.56\|3.56\|7.30\|7.61\|7.22\|178000;2026-06-23\|7.60\|0.53\|7.49\|7.71\|7.46\|143657;2026-06-24\|7.44\|-2.11\|7.58\|7.62\|7.29\|149153;2026-06-25\|7.08\|-4.84\|7.43\|7.45\|7.00\|158329;2026-06-26\|6.96\|-1.69\|6.95\|7.12\|6.88\|116632;2026-06-29\|7.07\|1.58\|6.96\|7.29\|6.65\|173658;2026-06-30\|7.09\|0.28\|7.06\|7.23\|6.91\|112059;2026-07-01\|7.80\|10.01\|7.02\|7.80\|7.01\|255068;2026-07-02\|8.58\|10.00\|7.99\|8.58\|7.99\|330014;2026-07-03\|7.77\|-9.44\|8.38\|8.88\|7.76\|357149;2026-07-06\|7.88\|1.42\|7.89\|8.14\|7.80\|301054;2026-07-07\|8.07\|2.41\|8.03\|8.11\|7.78\|282794;2026-07-08\|7.83\|-2.97\|7.90\|8.13\|7.81\|213053;2026-07-09\|8.11\|3.58\|7.79\|8.20\|7.66\|242856;2026-07-10\|8.10\|-0.12\|8.04\|8.24\|7.95\|181370;2026-07-13\|7.29\|-10.00\|8.02\|8.02\|7.29\|305626;2026-07-14\|7.48\|2.61\|7.11\|7.51\|7.05\|252358;2026-07-15\|7.67\|2.54\|7.43\|7.79\|7.34\|202020;2026-07-16\|7.55\|-1.56\|7.70\|7.86\|7.50\|141365
110731		保健品+宠物经济+增持 1、据2026年4月29日年报，2025年公司拓展了添加公司核心益生菌、植提原料的宠物产品系列，形成了以健康、优质、安全为特色的多品线格局，满足从人群到爱宠的多维度健康需求。据2026年6月16日互动易，公司产品在淘宝、天猫、京东、抖音等相关平台旗舰店销售。 2、据2026年4月29日年报，公司主营业务为保健品、保健食品和保健品原料的研发、生产、销售，以及老年医疗护理机构的运营及管理。公司是中国保健品行业首家A股上市公司。 3、据2026年6月13日公告，控股股东上海韵简于2026年6月12日增持30.06万股，并计划至2026年12月11日前继续增持不超过1550万股占总股本2.00%。	1、公司运营6家营利性护理院/医院，为8家非营利性老年医疗护理机构输出管理咨询服务，总运营床位数近4000张，项目遍布江浙沪近10个城市； 2、公司昂立益生菌卫生巾系列由演员佟丽娅代言，产品特别添加了昂立自有的4株复配菌株和2种益生元	2026-03-09\|5.89\|-2.48\|5.94\|6.03\|5.82\|63982;2026-03-10\|5.99\|1.70\|5.93\|6.01\|5.88\|54752;2026-03-11\|5.89\|-1.67\|5.97\|6.00\|5.86\|44924;2026-03-12\|5.69\|-3.40\|5.88\|5.89\|5.68\|113486;2026-03-13\|5.60\|-1.58\|5.66\|5.74\|5.57\|101888;2026-03-16\|5.68\|1.43\|5.64\|5.71\|5.59\|82006;2026-03-17\|5.56\|-2.11\|5.72\|5.72\|5.55\|87915;2026-03-18\|5.62\|1.08\|5.53\|5.65\|5.53\|84003;2026-03-19\|5.45\|-3.02\|5.57\|5.60\|5.43\|64292;2026-03-20\|5.31\|-2.57\|5.42\|5.55\|5.29\|71382;2026-03-23\|5.00\|-5.84\|5.16\|5.27\|4.97\|90840;2026-03-24\|5.28\|5.60\|5.14\|5.29\|5.06\|111044;2026-03-25\|5.38\|1.89\|5.36\|5.40\|5.28\|58687;2026-03-26\|5.25\|-2.42\|5.40\|5.42\|5.20\|51355;2026-03-27\|5.38\|2.48\|5.28\|5.62\|5.22\|107509;2026-03-30\|5.39\|0.19\|5.35\|5.43\|5.29\|79486;2026-03-31\|5.38\|-0.19\|5.39\|5.49\|5.37\|70402;2026-04-01\|5.48\|1.86\|5.45\|5.54\|5.42\|65466;2026-04-02\|5.39\|-1.64\|5.48\|5.49\|5.35\|51448;2026-04-03\|5.23\|-2.97\|5.37\|5.41\|5.21\|50906;2026-04-07\|5.29\|1.15\|5.23\|5.35\|5.15\|72486;2026-04-08\|5.42\|2.46\|5.35\|5.44\|5.31\|58073;2026-04-09\|5.23\|-3.51\|5.43\|5.43\|5.21\|62932;2026-04-10\|5.26\|0.57\|5.30\|5.34\|5.24\|54330;2026-04-13\|5.27\|0.19\|5.23\|5.30\|5.19\|53321;2026-04-14\|5.22\|-0.95\|5.28\|5.30\|5.15\|68620;2026-04-15\|5.17\|-0.96\|5.21\|5.26\|5.16\|37483;2026-04-16\|5.23\|1.16\|5.16\|5.25\|5.10\|62006;2026-04-17\|5.20\|-0.57\|5.20\|5.23\|5.04\|111013;2026-04-20\|5.23\|0.58\|5.19\|5.23\|5.11\|87069;2026-04-21\|5.18\|-0.96\|5.25\|5.26\|5.12\|65352;2026-04-22\|5.14\|-0.77\|5.12\|5.29\|5.12\|131043;2026-04-23\|5.14\|0.00\|5.14\|5.20\|5.08\|102834;2026-04-24\|4.99\|-2.92\|5.10\|5.13\|4.94\|116843;2026-04-27\|5.11\|2.40\|4.99\|5.12\|4.90\|96932;2026-04-28\|5.10\|-0.20\|5.13\|5.16\|5.04\|65415;2026-04-29\|5.17\|1.37\|5.08\|5.24\|5.08\|86289;2026-04-30\|5.43\|5.03\|5.15\|5.52\|5.13\|189401;2026-05-06\|5.41\|-0.37\|5.46\|5.63\|5.36\|164639;2026-05-07\|5.41\|0.00\|5.41\|5.47\|5.37\|87979;2026-05-08\|5.95\|9.98\|5.37\|5.95\|5.35\|280874;2026-05-11\|6.55\|10.08\|6.49\|6.55\|6.41\|138046;2026-05-12\|7.21\|10.08\|7.21\|7.21\|6.71\|613541;2026-05-13\|7.93\|9.99\|7.78\|7.93\|7.70\|167580;2026-05-14\|7.90\|-0.38\|7.18\|8.38\|7.18\|864729;2026-05-15\|7.46\|-5.57\|7.59\|8.26\|7.27\|520310;2026-05-18\|7.12\|-4.56\|7.18\|7.88\|7.03\|385456;2026-05-19\|6.88\|-3.37\|7.26\|7.52\|6.80\|368546;2026-05-20\|7.57\|10.03\|6.86\|7.57\|6.56\|493075;2026-05-21\|6.84\|-9.64\|8.00\|8.00\|6.81\|500051;2026-05-22\|7.52\|9.94\|6.85\|7.52\|6.85\|342168;2026-05-25\|7.31\|-2.79\|7.49\|7.74\|7.29\|466475;2026-05-26\|7.17\|-1.92\|7.37\|7.38\|6.98\|260346;2026-05-27\|6.91\|-3.63\|7.00\|7.15\|6.86\|188558;2026-05-28\|6.70\|-3.04\|6.85\|6.98\|6.62\|232362;2026-05-29\|7.37\|10.00\|6.70\|7.37\|6.65\|258402;2026-06-01\|7.32\|-0.68\|7.56\|7.56\|7.05\|362272;2026-06-02\|7.01\|-4.24\|7.32\|7.34\|6.91\|245976;2026-06-03\|6.84\|-2.43\|7.01\|7.04\|6.73\|199611;2026-06-04\|6.56\|-4.09\|6.74\|6.83\|6.45\|198508;2026-06-05\|6.45\|-1.68\|6.56\|6.72\|6.35\|168733;2026-06-08\|6.22\|-3.57\|6.28\|6.53\|6.12\|151674;2026-06-09\|6.24\|0.32\|6.22\|6.62\|6.11\|174387;2026-06-10\|6.05\|-3.04\|6.14\|6.23\|5.97\|140574;2026-06-11\|5.92\|-2.15\|5.95\|6.12\|5.84\|92647;2026-06-12\|6.13\|3.55\|5.91\|6.31\|5.81\|166229;2026-06-15\|6.19\|0.98\|6.25\|6.40\|6.10\|171908;2026-06-16\|5.95\|-3.88\|6.13\|6.17\|5.89\|152378;2026-06-17\|5.92\|-0.50\|5.95\|5.96\|5.78\|96242;2026-06-18\|5.82\|-1.69\|5.98\|6.14\|5.76\|109773;2026-06-22\|5.54\|-4.81\|5.90\|5.90\|5.48\|155153;2026-06-23\|5.77\|4.15\|5.54\|6.03\|5.46\|240858;2026-06-24\|5.55\|-3.81\|5.71\|5.75\|5.54\|149551;2026-06-25\|5.58\|0.54\|5.58\|5.76\|5.41\|138590;2026-06-26\|5.36\|-3.94\|5.85\|5.88\|5.32\|193120;2026-06-29\|5.03\|-6.16\|5.35\|5.38\|5.03\|181793;2026-06-30\|4.93\|-1.99\|5.04\|5.17\|4.80\|157164;2026-07-01\|5.06\|2.64\|5.00\|5.13\|4.91\|128426;2026-07-02\|5.18\|2.37\|5.12\|5.36\|5.02\|160100;2026-07-03\|5.70\|10.04\|5.17\|5.70\|5.17\|117216;2026-07-06\|5.79\|1.58\|5.81\|6.22\|5.70\|294307;2026-07-07\|5.46\|-5.70\|5.79\|5.81\|5.43\|149987;2026-07-08\|5.36\|-1.83\|5.56\|5.58\|5.27\|96750;2026-07-09\|5.33\|-0.56\|5.41\|5.42\|5.22\|93878;2026-07-10\|5.34\|0.19\|5.25\|5.45\|5.24\|85884;2026-07-13\|5.13\|-3.93\|5.34\|5.36\|5.13\|81349;2026-07-14\|5.28\|2.92\|5.18\|5.35\|5.04\|100491;2026-07-15\|5.32\|0.76\|5.20\|5.47\|5.16\|110966;2026-07-16\|5.39\|1.32\|5.26\|5.39\|5.21\|72880
110730		ST摘帽预期+精纺呢绒+外销 1、据2026年5月23日公告，公司已收到《行政处罚决定书》，判断未触及重大违法强制退市情形；目前对立案事项已整改完毕，将在收到决定书满12个月后及时申请撤销其他风险警示。 2、据2025年年度报告及2026年5月15日投资者关系管理信息，公司深耕精纺呢绒赛道，主导产品“如意”牌精纺呢绒有1000多个品种，近万种花色；公司研发的“高效短流程嵌入式复合纺纱技术”荣获国家科技进步一等奖，为国家级制造业单项冠军示范企业。 3、据2025年年度报告，公司产品以国际中高端品牌客户为主，外销收入占比达74.22%。	国内毛纺小龙头	2026-03-09\|6.43\|-1.53\|6.50\|6.55\|6.28\|90966;2026-03-10\|6.64\|3.27\|6.55\|6.68\|6.49\|97485;2026-03-11\|6.52\|-1.81\|6.68\|6.73\|6.45\|118557;2026-03-12\|6.36\|-2.45\|6.55\|6.58\|6.30\|87766;2026-03-13\|6.31\|-0.79\|6.36\|6.49\|6.28\|84372;2026-03-16\|6.36\|0.79\|6.30\|6.47\|6.25\|75424;2026-03-17\|6.20\|-2.52\|6.36\|6.47\|6.18\|71843;2026-03-18\|6.42\|3.55\|6.24\|6.44\|6.08\|99262;2026-03-19\|6.40\|-0.31\|6.39\|6.65\|6.25\|223386;2026-03-20\|6.17\|-3.59\|6.42\|6.51\|6.01\|153462;2026-03-23\|5.75\|-6.81\|5.76\|6.22\|5.67\|199387;2026-03-24\|6.11\|6.26\|6.04\|6.11\|5.70\|150060;2026-03-25\|6.23\|1.96\|6.20\|6.27\|6.05\|110280;2026-03-26\|6.17\|-0.96\|6.26\|6.34\|6.05\|129207;2026-03-27\|6.22\|0.81\|6.23\|6.26\|6.07\|85951;2026-03-30\|6.28\|0.96\|6.19\|6.30\|6.10\|86605;2026-03-31\|6.11\|-2.71\|6.30\|6.38\|6.09\|94769;2026-04-01\|6.00\|-1.80\|6.20\|6.28\|5.95\|111042;2026-04-02\|5.66\|-5.67\|5.93\|6.02\|5.57\|114254;2026-04-03\|5.39\|-4.77\|5.51\|5.71\|5.35\|100972;2026-04-07\|5.93\|10.02\|5.50\|5.93\|5.22\|113011;2026-04-08\|6.12\|3.20\|6.08\|6.13\|5.82\|199039;2026-04-09\|6.21\|1.47\|6.26\|6.33\|6.13\|130042;2026-04-10\|6.44\|3.70\|6.30\|6.49\|6.14\|161003;2026-04-13\|6.65\|3.26\|6.45\|6.67\|6.32\|151170;2026-04-14\|6.52\|-1.95\|6.74\|6.81\|6.47\|127667;2026-04-15\|6.44\|-1.23\|6.53\|6.55\|6.39\|72674;2026-04-16\|6.54\|1.55\|6.55\|6.64\|6.33\|101861;2026-04-17\|6.55\|0.15\|6.47\|6.61\|6.47\|78245;2026-04-20\|6.54\|-0.15\|6.52\|6.56\|6.28\|106836;2026-04-21\|6.48\|-0.92\|6.52\|6.62\|6.35\|67730;2026-04-22\|6.25\|-3.55\|6.47\|6.50\|6.22\|89463;2026-04-23\|6.17\|-1.28\|6.24\|6.24\|6.10\|67654;2026-04-24\|6.20\|0.49\|6.17\|6.25\|6.07\|70848;2026-04-27\|6.54\|5.48\|6.26\|6.60\|6.13\|134666;2026-04-28\|6.51\|-0.46\|6.67\|7.19\|6.43\|322711;2026-04-29\|6.86\|5.38\|6.31\|7.01\|6.21\|236621;2026-05-06\|6.52\|-4.96\|6.52\|6.52\|6.52\|6999;2026-05-07\|6.19\|-5.06\|6.19\|6.19\|6.19\|1291;2026-05-08\|5.88\|-5.01\|5.88\|5.88\|5.88\|36026;2026-05-11\|5.59\|-4.93\|5.59\|5.59\|5.59\|52673;2026-05-12\|5.31\|-5.01\|5.45\|5.70\|5.31\|582602;2026-05-13\|5.58\|5.08\|5.40\|5.58\|5.40\|91439;2026-05-14\|5.39\|-3.40\|5.80\|5.80\|5.38\|327978;2026-05-15\|5.20\|-3.52\|5.40\|5.52\|5.17\|172835;2026-05-18\|5.20\|0.00\|5.20\|5.34\|5.05\|104734;2026-05-19\|5.29\|1.73\|5.22\|5.38\|5.20\|105266;2026-05-20\|5.06\|-4.35\|5.28\|5.28\|5.03\|147235;2026-05-21\|4.83\|-4.55\|5.08\|5.11\|4.83\|113113;2026-05-22\|5.07\|4.97\|4.86\|5.07\|4.86\|112860;2026-05-25\|5.10\|0.59\|5.20\|5.32\|4.99\|155460;2026-05-26\|4.89\|-4.12\|5.03\|5.14\|4.85\|82292;2026-05-27\|4.68\|-4.29\|4.90\|4.91\|4.65\|103416;2026-05-28\|4.80\|2.56\|4.66\|4.90\|4.61\|77169;2026-05-29\|4.75\|-1.04\|4.79\|4.86\|4.68\|53219;2026-06-01\|4.99\|5.05\|4.71\|4.99\|4.65\|79498;2026-06-02\|4.96\|-0.60\|5.04\|5.15\|4.91\|78395;2026-06-03\|4.83\|-2.62\|5.00\|5.02\|4.77\|64805;2026-06-04\|4.73\|-2.07\|4.80\|4.83\|4.66\|42104;2026-06-05\|4.79\|1.27\|4.73\|4.84\|4.65\|50382;2026-06-08\|4.62\|-3.55\|4.62\|4.83\|4.55\|48060;2026-06-09\|4.55\|-1.52\|4.61\|4.67\|4.52\|43921;2026-06-10\|4.45\|-2.20\|4.57\|4.66\|4.33\|64306;2026-06-11\|4.36\|-2.02\|4.40\|4.46\|4.29\|41327;2026-06-12\|4.58\|5.05\|4.42\|4.58\|4.37\|49628;2026-06-15\|4.81\|5.02\|4.69\|4.81\|4.69\|27644;2026-06-16\|5.05\|4.99\|4.99\|5.05\|4.86\|43199;2026-06-17\|4.94\|-2.18\|5.15\|5.20\|4.90\|85445;2026-06-18\|4.75\|-3.85\|4.94\|5.02\|4.75\|48797;2026-06-22\|4.64\|-2.32\|4.67\|4.71\|4.51\|42729;2026-06-23\|4.68\|0.86\|4.67\|4.77\|4.54\|31435;2026-06-24\|4.45\|-4.91\|4.69\|4.71\|4.45\|42043;2026-06-25\|4.23\|-4.94\|4.41\|4.46\|4.23\|55882;2026-06-26\|4.09\|-3.31\|4.19\|4.19\|4.02\|59541;2026-06-29\|3.93\|-3.91\|4.06\|4.13\|3.89\|46527;2026-06-30\|4.13\|5.09\|3.99\|4.13\|3.94\|17437;2026-07-01\|4.34\|5.08\|4.30\|4.34\|4.22\|10039;2026-07-02\|4.37\|0.69\|4.50\|4.56\|4.32\|75866;2026-07-03\|4.59\|5.03\|4.43\|4.59\|4.39\|43656;2026-07-06\|4.42\|-3.70\|4.61\|4.72\|4.38\|50831;2026-07-07\|4.07\|-7.92\|4.40\|4.43\|4.05\|46612;2026-07-08\|4.13\|1.47\|4.07\|4.24\|4.00\|44631;2026-07-09\|4.15\|0.48\|4.13\|4.34\|4.11\|44391;2026-07-10\|4.24\|2.17\|4.14\|4.30\|4.08\|37884;2026-07-13\|4.05\|-4.48\|4.22\|4.24\|4.01\|47293;2026-07-14\|4.10\|1.23\|4.01\|4.13\|3.97\|31199;2026-07-15\|4.07\|-0.73\|4.09\|4.19\|4.03\|32796;2026-07-16\|4.13\|1.47\|4.08\|4.18\|4.02\|36888
110729		零售+黄金+杭州金帝入主行业原因：科技板块调整背景下，资金寻求低位避险资产。中信建投此前指出，2025年至今，消费板块整体居后，市场对于消费下行的预期尚未充分反馈，但估值和业绩接近理性区间，机构配置也处于低位。公司原因： 1、据2025年年度报告，公司主营商业零售，旗下核心品牌“宁波二百”为宁波老字号，深度激活黄金珠宝、床上用品、滋补品“三张金名片”，推动线上线下融合与文旅跨业态整合，构建四大新消费场景。 2、据2025年年度报告及2026年一季报，公司自营中国黄金品牌，2025年黄金销售额达4亿元；2026年一季度归母净利润同比增长285.61%，主要因金价波动带动黄金零售业务利润增加。 3、据2025年年度报告及股权过户公告，杭州金帝商业管理有限公司通过司法拍卖取得公司28.96%股份，于2026年1月完成过户，公司控股股东变更为杭州金帝，实际控制人变更为卢斯侃、孔列岚夫妇。	宁波大型百货零售商店	2026-03-09\|12.76\|-0.85\|12.71\|12.83\|12.57\|31942;2026-03-10\|12.97\|1.65\|12.82\|13.01\|12.82\|24246;2026-03-11\|12.79\|-1.39\|13.03\|13.03\|12.75\|21615;2026-03-12\|12.55\|-1.88\|12.86\|12.87\|12.54\|25050;2026-03-13\|12.58\|0.24\|12.60\|12.80\|12.53\|21347;2026-03-16\|12.52\|-0.48\|12.60\|12.72\|12.39\|25096;2026-03-17\|12.35\|-1.36\|12.55\|12.72\|12.34\|24281;2026-03-18\|12.47\|0.97\|12.35\|12.53\|12.26\|21826;2026-03-19\|12.13\|-2.73\|12.40\|12.47\|12.08\|26533;2026-03-20\|11.85\|-2.31\|12.13\|12.24\|11.83\|25482;2026-03-23\|11.26\|-4.98\|11.73\|11.73\|11.11\|33240;2026-03-24\|11.95\|6.13\|11.51\|11.98\|11.40\|45471;2026-03-25\|12.18\|1.92\|11.96\|12.20\|11.95\|23181;2026-03-26\|12.04\|-1.15\|12.20\|12.28\|11.96\|20519;2026-03-27\|12.19\|1.25\|11.90\|12.22\|11.86\|16276;2026-03-30\|12.25\|0.49\|12.20\|12.34\|12.05\|21251;2026-03-31\|11.84\|-3.35\|12.40\|12.49\|11.80\|34929;2026-04-01\|11.92\|0.68\|12.08\|12.13\|11.80\|24247;2026-04-02\|11.81\|-0.92\|11.98\|12.03\|11.73\|23622;2026-04-03\|11.49\|-2.71\|11.86\|11.90\|11.45\|20708;2026-04-07\|11.67\|1.57\|11.38\|11.73\|11.37\|24637;2026-04-08\|12.02\|3.00\|12.19\|12.21\|11.67\|36105;2026-04-09\|11.68\|-2.83\|12.14\|12.14\|11.65\|26039;2026-04-10\|11.94\|2.23\|11.68\|12.11\|11.68\|30128;2026-04-13\|12.02\|0.67\|11.94\|12.05\|11.78\|19936;2026-04-14\|12.03\|0.08\|12.11\|12.15\|11.86\|18653;2026-04-15\|11.84\|-1.58\|12.08\|12.08\|11.82\|20248;2026-04-16\|12.10\|2.20\|11.83\|12.21\|11.76\|32254;2026-04-17\|12.03\|-0.58\|12.10\|12.21\|11.92\|20769;2026-04-20\|12.23\|1.66\|12.05\|12.45\|11.90\|37762;2026-04-21\|12.15\|-0.65\|12.13\|12.55\|12.07\|35733;2026-04-22\|11.99\|-1.32\|12.14\|12.14\|11.95\|25097;2026-04-23\|11.91\|-0.67\|12.03\|12.17\|11.76\|26054;2026-04-24\|12.03\|1.01\|11.92\|12.08\|11.80\|23345;2026-04-27\|12.38\|2.91\|11.94\|12.41\|11.94\|34111;2026-04-28\|12.19\|-1.53\|12.37\|12.50\|12.12\|30845;2026-04-29\|12.37\|1.48\|12.24\|12.48\|12.15\|24144;2026-04-30\|12.71\|2.75\|12.59\|12.91\|12.40\|43587;2026-05-06\|12.65\|-0.47\|12.72\|12.85\|12.52\|35037;2026-05-07\|12.85\|1.58\|12.71\|13.05\|12.53\|43888;2026-05-08\|12.87\|0.16\|12.82\|12.97\|12.55\|46866;2026-05-11\|13.06\|1.48\|12.89\|13.19\|12.83\|35026;2026-05-12\|12.83\|-1.76\|13.11\|13.24\|12.81\|31760;2026-05-13\|14.11\|9.98\|12.95\|14.11\|12.67\|122642;2026-05-14\|15.52\|9.99\|13.88\|15.52\|13.47\|267254;2026-05-15\|13.97\|-9.99\|15.55\|15.55\|13.97\|269340;2026-05-18\|14.74\|5.51\|13.15\|15.37\|13.15\|284874;2026-05-19\|14.17\|-3.87\|14.33\|14.80\|14.01\|169817;2026-05-20\|13.78\|-2.75\|13.95\|14.44\|13.65\|115406;2026-05-21\|14.25\|3.41\|13.85\|14.98\|13.73\|193318;2026-05-22\|14.25\|0.00\|14.26\|14.45\|13.67\|120468;2026-05-25\|13.99\|-1.82\|14.15\|14.25\|13.80\|79500;2026-05-26\|14.54\|3.93\|13.86\|14.61\|13.54\|157224;2026-05-27\|15.03\|3.37\|14.20\|15.26\|14.11\|198775;2026-05-28\|14.10\|-6.19\|14.61\|15.15\|14.01\|167397;2026-05-29\|15.51\|10.00\|14.35\|15.51\|13.90\|272929;2026-06-01\|15.72\|1.62\|14.94\|16.68\|14.94\|301734;2026-06-02\|16.53\|5.15\|15.50\|16.88\|15.13\|291193;2026-06-03\|17.22\|4.17\|16.30\|17.47\|15.52\|246158;2026-06-04\|15.75\|-8.54\|16.71\|17.29\|15.60\|208254;2026-06-05\|15.39\|-2.29\|15.90\|16.88\|15.00\|177095;2026-06-08\|14.65\|-4.81\|14.71\|15.53\|14.28\|149031;2026-06-09\|14.28\|-2.53\|14.60\|14.68\|13.90\|108138;2026-06-10\|14.45\|1.19\|14.29\|15.11\|13.83\|99953;2026-06-11\|14.16\|-2.01\|14.00\|14.60\|13.96\|62850;2026-06-12\|15.58\|10.03\|14.20\|15.58\|14.20\|179493;2026-06-15\|16.24\|4.24\|15.81\|16.45\|15.77\|159781;2026-06-16\|15.91\|-2.03\|16.10\|16.24\|15.64\|116205;2026-06-17\|16.12\|1.32\|15.87\|16.66\|15.50\|144464;2026-06-18\|16.02\|-0.62\|15.88\|16.41\|15.80\|108624;2026-06-22\|15.32\|-4.37\|15.78\|16.33\|14.90\|120078;2026-06-23\|15.07\|-1.63\|15.75\|15.86\|14.94\|77278;2026-06-24\|15.78\|4.71\|14.99\|16.00\|14.90\|113465;2026-06-25\|17.36\|10.01\|15.66\|17.36\|15.66\|118570;2026-06-26\|17.87\|2.94\|18.05\|19.10\|17.51\|310766;2026-06-29\|19.66\|10.02\|17.13\|19.66\|17.13\|180110;2026-06-30\|19.92\|1.32\|18.98\|20.84\|18.71\|241143;2026-07-01\|21.91\|9.99\|19.75\|21.91\|19.70\|131975;2026-07-02\|22.63\|3.29\|21.78\|23.23\|21.01\|247858;2026-07-03\|21.30\|-5.88\|22.63\|24.24\|20.38\|225104;2026-07-06\|20.44\|-4.04\|21.20\|21.69\|19.78\|170743;2026-07-07\|19.46\|-4.79\|20.07\|20.44\|18.83\|121119;2026-07-08\|19.18\|-1.44\|19.52\|19.74\|18.92\|92616;2026-07-09\|19.40\|1.15\|19.19\|20.00\|18.67\|81259;2026-07-10\|20.19\|4.07\|19.49\|21.34\|19.05\|130253;2026-07-13\|19.80\|-1.93\|19.99\|21.29\|19.42\|138205;2026-07-14\|19.12\|-3.43\|20.41\|20.50\|17.97\|142249;2026-07-15\|21.03\|9.99\|18.92\|21.03\|18.92\|114971;2026-07-16\|21.23\|0.95\|21.56\|22.59\|20.88\|236405
110728		药用糖+食糖全产业链+央企行业原因： 6月1日早盘，农业及养殖业板块走强。据新华社，中共中央政治局4月28日会议强调，抓好农业生产，稳定生猪等农产品价格。公司原因： 1、据2026年4月28日年报，公司注射级蔗糖生产线已全面具备生产条件，儿童药用蔗糖获国家药监局CDE“A”状态，药用糖已形成从口服级到注射级的全品类矩阵，规模突破2.3万吨。 2、据2026年4月28日年报，公司为食糖、番茄产业龙头，运营覆盖上游原料至下游销售的全产业链，食糖年营收243.36亿元，番茄年营收21.75亿元，产销量及品牌综合竞争力行业领先。 3、据2026年4月28日年报及公开信息，公司控股股东为中粮集团有限公司，实际控制人为国务院国有资产监督管理委员会，系央企控股上市公司。	国内糖业巨头，覆盖糖全产业链，糖总经营量300万吨，占全国糖总消费量的20%	2026-03-09\|16.16\|2.47\|16.00\|16.60\|15.98\|454266;2026-03-10\|15.94\|-1.36\|15.81\|16.16\|15.80\|222370;2026-03-11\|15.94\|0.00\|15.90\|16.02\|15.83\|145417;2026-03-12\|15.90\|-0.25\|15.91\|15.95\|15.64\|165436;2026-03-13\|15.74\|-1.01\|15.90\|16.15\|15.71\|179058;2026-03-16\|15.71\|-0.19\|15.69\|15.92\|15.54\|174993;2026-03-17\|15.33\|-2.42\|15.71\|15.78\|15.30\|166889;2026-03-18\|15.19\|-0.91\|15.36\|15.41\|14.95\|171492;2026-03-19\|14.78\|-2.70\|15.28\|15.30\|14.61\|194261;2026-03-20\|14.99\|1.42\|15.00\|15.51\|14.86\|310700;2026-03-23\|14.71\|-1.87\|14.90\|15.20\|14.57\|328738;2026-03-24\|14.79\|0.54\|14.76\|15.10\|14.58\|191091;2026-03-25\|14.58\|-1.42\|14.91\|14.93\|14.49\|264808;2026-03-26\|14.48\|-0.69\|14.47\|14.68\|14.41\|166519;2026-03-27\|14.36\|-0.83\|14.32\|14.56\|13.97\|328555;2026-03-30\|14.56\|1.39\|14.31\|14.73\|14.26\|262334;2026-03-31\|14.12\|-3.02\|14.41\|14.53\|14.10\|204017;2026-04-01\|14.20\|0.57\|14.16\|14.30\|14.06\|157835;2026-04-02\|14.00\|-1.41\|14.14\|14.23\|13.93\|154265;2026-04-03\|14.20\|1.43\|13.95\|14.40\|13.93\|292073;2026-04-07\|14.38\|1.27\|14.18\|14.44\|13.98\|177261;2026-04-08\|14.56\|1.25\|14.21\|14.58\|14.21\|196724;2026-04-09\|14.27\|-1.99\|14.47\|14.57\|14.18\|149858;2026-04-10\|14.43\|1.12\|14.35\|14.54\|14.27\|133430;2026-04-13\|14.48\|0.35\|14.45\|14.68\|14.44\|144035;2026-04-14\|14.30\|-1.24\|14.48\|14.55\|14.14\|160599;2026-04-15\|14.04\|-1.82\|14.30\|14.33\|14.02\|187186;2026-04-16\|14.39\|2.49\|14.06\|14.76\|13.86\|281025;2026-04-17\|14.61\|1.53\|14.50\|14.74\|14.29\|235463;2026-04-20\|14.60\|-0.07\|14.62\|14.78\|14.50\|172640;2026-04-21\|14.73\|0.89\|14.64\|15.07\|14.64\|223609;2026-04-22\|14.89\|1.09\|14.71\|15.25\|14.68\|249914;2026-04-23\|14.87\|-0.13\|14.78\|15.10\|14.53\|207068;2026-04-24\|14.83\|-0.27\|14.80\|15.09\|14.73\|169465;2026-04-27\|14.76\|-0.47\|14.75\|14.95\|14.60\|160463;2026-04-28\|14.69\|-0.47\|14.80\|15.15\|14.55\|277968;2026-04-29\|14.82\|0.89\|14.75\|14.89\|14.55\|259524;2026-04-30\|15.05\|1.55\|14.82\|15.12\|14.60\|294136;2026-05-06\|15.78\|4.85\|15.15\|16.08\|15.05\|590968;2026-05-07\|15.33\|-2.85\|15.66\|15.88\|15.23\|410925;2026-05-08\|15.54\|1.37\|15.68\|15.85\|15.25\|373950;2026-05-11\|15.23\|-1.99\|15.35\|15.49\|15.12\|319745;2026-05-12\|14.96\|-1.77\|15.26\|15.34\|14.88\|279496;2026-05-13\|16.46\|10.03\|14.87\|16.46\|14.75\|745374;2026-05-14\|15.89\|-3.46\|16.55\|16.60\|15.75\|668180;2026-05-15\|15.68\|-1.32\|15.90\|16.50\|15.56\|465058;2026-05-18\|15.44\|-1.53\|15.43\|15.87\|15.19\|326421;2026-05-19\|15.66\|1.42\|15.41\|16.16\|15.38\|335267;2026-05-20\|15.35\|-1.98\|15.58\|15.81\|15.31\|272459;2026-05-21\|14.30\|-6.84\|15.33\|15.39\|14.29\|490162;2026-05-22\|14.35\|0.35\|14.30\|14.67\|14.12\|285381;2026-05-25\|13.62\|-5.09\|14.39\|14.44\|13.33\|402132;2026-05-26\|13.37\|-1.84\|13.50\|13.53\|12.99\|309191;2026-05-27\|13.08\|-2.17\|13.37\|13.49\|13.02\|224470;2026-05-28\|12.72\|-2.75\|13.00\|13.08\|12.44\|300280;2026-05-29\|12.90\|1.42\|12.74\|13.12\|12.72\|249912;2026-06-01\|14.19\|10.00\|13.15\|14.19\|13.06\|653257;2026-06-02\|14.15\|-0.28\|14.00\|14.33\|13.81\|463016;2026-06-03\|14.48\|2.33\|14.08\|14.76\|13.94\|464357;2026-06-04\|14.70\|1.52\|14.25\|14.98\|14.20\|438293;2026-06-05\|14.47\|-1.56\|14.45\|15.10\|14.37\|384215;2026-06-08\|13.60\|-6.01\|14.05\|14.30\|13.51\|398904;2026-06-09\|13.48\|-0.88\|13.80\|13.99\|13.32\|245939;2026-06-10\|12.97\|-3.78\|13.47\|13.47\|12.90\|234583;2026-06-11\|12.72\|-1.93\|12.93\|13.02\|12.66\|174793;2026-06-12\|13.36\|5.03\|12.83\|13.52\|12.70\|327870;2026-06-15\|13.81\|3.37\|13.40\|13.82\|13.21\|320888;2026-06-16\|13.24\|-4.13\|13.60\|13.74\|13.22\|264486;2026-06-17\|13.27\|0.23\|13.30\|13.55\|13.11\|173396;2026-06-18\|12.80\|-3.54\|13.23\|13.26\|12.73\|270598;2026-06-22\|12.03\|-6.02\|12.81\|12.83\|11.87\|440667;2026-06-23\|11.59\|-3.66\|11.83\|12.05\|11.49\|397925;2026-06-24\|11.64\|0.43\|11.55\|12.19\|11.44\|328425;2026-06-25\|10.90\|-6.36\|11.45\|11.54\|10.87\|464650;2026-06-26\|10.35\|-5.05\|10.96\|11.00\|10.35\|470459;2026-06-29\|11.21\|8.31\|10.35\|11.35\|9.85\|721486;2026-06-30\|12.33\|9.99\|11.37\|12.33\|11.22\|389780;2026-07-01\|12.89\|4.54\|12.74\|13.29\|12.45\|771975;2026-07-02\|11.87\|-7.91\|12.93\|13.10\|11.74\|649397;2026-07-03\|11.80\|-0.59\|11.91\|12.30\|11.69\|356497;2026-07-06\|12.12\|2.71\|11.81\|12.45\|11.74\|432055;2026-07-07\|11.86\|-2.15\|12.33\|12.38\|11.73\|327041;2026-07-08\|11.50\|-3.04\|11.48\|12.00\|11.39\|289427;2026-07-09\|11.48\|-0.17\|11.30\|11.72\|11.11\|265505;2026-07-10\|12.28\|6.97\|11.46\|12.54\|11.26\|456499;2026-07-13\|11.68\|-4.89\|12.08\|12.16\|11.66\|328621;2026-07-14\|11.82\|1.20\|11.60\|11.87\|11.52\|259159;2026-07-15\|12.02\|1.69\|11.67\|12.21\|11.67\|303345;2026-07-16\|11.79\|-1.91\|11.85\|12.08\|11.70\|251289
110727		间接投资长鑫科技+房地产+合肥国资 1、据2026年6月30日异常波动公告，公司近日股价波动受市场对公司间接投资长鑫科技的关注影响，但公司澄清其通过国联基金间接投资产投壹号的比例较低，间接投资长鑫科技金额极小，不享有控制权，且主营业务不涉及半导体领域，与长鑫科技无业务往来。 2、据2026年4月21日年报，公司主营业务为地产开发与销售，是安徽省首家房地产上市公司，拥有国家壹级开发资质，旗下“琥珀”品牌及全资子公司合肥工投工业科技在安徽省内工业地产领域具备领先地位。 3、据2026年4月21日年报及历史公告，公司控股股东为合肥兴泰金融控股集团有限公司，最终控制人为合肥市人民政府国有资产监督管理委员会。	合肥国资委旗下，安徽首家房地产上市公司；公司为长鑫集成提供厂区、办公区、生活区等专业化项目代建等服务	2026-03-09\|15.87\|0.32\|15.10\|16.65\|14.43\|708936;2026-03-10\|15.97\|0.63\|16.10\|16.44\|15.86\|479882;2026-03-11\|16.18\|1.31\|16.01\|16.34\|15.86\|468837;2026-03-12\|15.88\|-1.85\|16.40\|16.40\|15.66\|389812;2026-03-13\|15.54\|-2.14\|15.80\|16.35\|15.52\|491013;2026-03-16\|15.80\|1.67\|15.30\|16.10\|15.14\|499413;2026-03-17\|15.60\|-1.27\|15.72\|16.58\|15.55\|574628;2026-03-18\|16.08\|3.08\|15.85\|16.19\|15.29\|589250;2026-03-19\|15.46\|-3.86\|15.70\|15.95\|15.15\|500126;2026-03-20\|13.91\|-10.03\|15.60\|15.70\|13.91\|670236;2026-03-23\|12.52\|-9.99\|13.00\|13.30\|12.52\|455817;2026-03-24\|12.90\|3.04\|12.65\|12.95\|12.25\|400702;2026-03-25\|13.02\|0.93\|12.92\|13.28\|12.83\|384125;2026-03-26\|12.47\|-4.22\|12.86\|12.87\|12.41\|304845;2026-03-27\|12.59\|0.96\|12.13\|12.69\|12.05\|255904;2026-03-30\|12.35\|-1.91\|12.29\|12.40\|12.09\|236298;2026-03-31\|12.12\|-1.86\|12.30\|12.94\|11.62\|564065;2026-04-01\|11.90\|-1.82\|12.35\|12.45\|11.79\|387401;2026-04-02\|11.50\|-3.36\|12.01\|12.03\|11.46\|274806;2026-04-03\|11.38\|-1.04\|11.55\|11.59\|11.11\|257256;2026-04-07\|11.19\|-1.67\|11.35\|11.45\|11.15\|176086;2026-04-08\|11.91\|6.43\|11.48\|11.96\|11.32\|335392;2026-04-09\|11.90\|-0.08\|11.87\|12.07\|11.60\|243002;2026-04-10\|11.98\|0.67\|12.15\|12.27\|11.98\|217979;2026-04-13\|12.07\|0.75\|11.90\|12.10\|11.83\|174463;2026-04-14\|12.54\|3.89\|12.30\|13.07\|12.13\|454846;2026-04-15\|12.27\|-2.15\|12.40\|12.68\|12.22\|273819;2026-04-16\|12.36\|0.73\|12.20\|12.48\|12.10\|232956;2026-04-17\|12.71\|2.83\|12.48\|12.92\|12.28\|435803;2026-04-20\|12.38\|-2.60\|12.50\|12.64\|12.34\|310246;2026-04-21\|12.70\|2.58\|12.50\|12.78\|12.20\|325186;2026-04-22\|12.93\|1.81\|12.68\|12.98\|12.56\|246583;2026-04-23\|12.51\|-3.25\|12.95\|12.99\|12.46\|228053;2026-04-24\|12.57\|0.48\|12.50\|12.74\|12.39\|197272;2026-04-27\|12.61\|0.32\|12.54\|12.74\|12.31\|158559;2026-04-28\|12.79\|1.43\|12.72\|13.08\|12.65\|266730;2026-04-29\|12.98\|1.49\|12.66\|13.04\|12.60\|232446;2026-04-30\|13.74\|5.86\|13.03\|14.26\|12.85\|622807;2026-05-06\|13.92\|1.31\|13.74\|14.20\|13.50\|550115;2026-05-07\|14.64\|5.17\|13.93\|14.97\|13.89\|544494;2026-05-08\|14.13\|-3.48\|14.38\|14.47\|14.08\|346912;2026-05-11\|14.87\|5.24\|14.42\|15.54\|14.42\|752878;2026-05-12\|16.36\|10.02\|15.33\|16.36\|14.73\|865697;2026-05-13\|18.00\|10.02\|16.36\|18.00\|16.36\|989958;2026-05-14\|19.80\|10.00\|19.01\|19.80\|18.80\|966667;2026-05-15\|20.76\|4.85\|19.61\|21.75\|18.71\|1605125;2026-05-18\|22.84\|10.02\|22.84\|22.84\|22.84\|62938;2026-05-19\|25.12\|9.98\|23.50\|25.12\|23.20\|1898122;2026-05-20\|25.88\|3.03\|24.03\|26.36\|23.59\|1796060;2026-05-21\|23.29\|-10.01\|25.50\|25.90\|23.29\|1354468;2026-05-22\|21.67\|-6.96\|22.44\|23.65\|21.03\|1738085;2026-05-25\|20.20\|-6.78\|21.35\|21.43\|19.68\|1412530;2026-05-26\|18.90\|-6.44\|19.47\|19.65\|18.56\|1094209;2026-05-27\|18.40\|-2.65\|19.01\|19.57\|18.16\|930943;2026-05-28\|17.80\|-3.26\|18.44\|19.13\|17.43\|936132;2026-05-29\|17.06\|-4.16\|17.41\|17.98\|16.93\|766415;2026-06-01\|17.25\|1.11\|17.20\|17.60\|16.98\|625996;2026-06-02\|16.70\|-3.19\|17.26\|17.48\|16.43\|576582;2026-06-03\|16.87\|1.02\|16.64\|17.05\|16.36\|535255;2026-06-04\|17.04\|1.01\|16.89\|17.58\|16.80\|703138;2026-06-05\|16.18\|-5.05\|16.81\|16.90\|15.83\|734938;2026-06-08\|15.25\|-5.75\|15.61\|16.00\|15.15\|456763;2026-06-09\|15.22\|-0.20\|15.51\|15.71\|15.07\|348920;2026-06-10\|16.74\|9.99\|15.05\|16.74\|14.82\|448833;2026-06-11\|15.60\|-6.81\|16.50\|16.50\|15.20\|801585;2026-06-12\|15.46\|-0.90\|15.96\|16.33\|15.42\|565459;2026-06-15\|16.45\|6.40\|15.92\|16.75\|15.88\|739939;2026-06-16\|16.66\|1.28\|16.69\|17.28\|16.19\|753412;2026-06-17\|17.58\|5.52\|16.50\|18.00\|16.25\|1142790;2026-06-18\|18.77\|6.77\|17.31\|19.24\|17.30\|1202070;2026-06-22\|18.18\|-3.14\|18.82\|19.63\|17.99\|1092879;2026-06-23\|17.00\|-6.49\|17.61\|17.66\|16.39\|815088;2026-06-24\|16.47\|-3.12\|16.64\|16.85\|15.86\|737905;2026-06-25\|15.58\|-5.40\|16.75\|17.22\|15.42\|753526;2026-06-26\|16.71\|7.25\|15.73\|17.14\|15.36\|1052786;2026-06-29\|18.38\|9.99\|17.01\|18.38\|17.01\|1162867;2026-06-30\|20.22\|10.01\|18.20\|20.22\|17.50\|1304378;2026-07-01\|20.20\|-0.10\|20.77\|21.56\|20.08\|1433682;2026-07-02\|19.06\|-5.64\|19.20\|19.90\|18.81\|902079;2026-07-03\|19.22\|0.84\|19.00\|19.98\|18.22\|915104;2026-07-06\|18.45\|-4.01\|18.96\|19.27\|18.15\|607198;2026-07-07\|17.66\|-4.28\|18.21\|18.46\|17.50\|478911;2026-07-08\|17.38\|-1.59\|17.78\|17.96\|16.75\|423431;2026-07-09\|19.12\|10.01\|19.10\|19.12\|18.71\|209799;2026-07-10\|19.43\|1.62\|20.94\|20.94\|19.40\|1347430;2026-07-13\|20.88\|7.46\|18.51\|20.90\|18.51\|1161020;2026-07-14\|18.79\|-10.01\|18.79\|19.37\|18.79\|203207;2026-07-15\|16.91\|-10.01\|16.91\|18.45\|16.91\|954058;2026-07-16\|15.22\|-9.99\|15.46\|15.96\|15.22\|757606
110726		洁净室拓展+装配式建筑+建筑节能+3D打印 1、据2026年4月24日互动易，2025年，公司正式通过国家特种设备工业管道（GC2）资质认证，突破了战略性新兴产业的投标门槛，为拓展洁净室市场注入动能。截至目前为止，尚未有洁净室订单签订。 2、据2026年4月28日年报，公司装配式装修技术已迭代至第七代，现场安装工序减少70%、施工提速50%，全生命周期减碳38%，并主编6部行业标准，是唯一同时拥有“国家住宅产业化基地”和“国家装配式建筑产业基地”的装饰企业。 3、据2026年4月28日年报，公司绿色建材琉晶吊顶板、科岩墙面板等获中国绿色建材三星认证，与龙焱能源战略合作推进建筑光伏一体化，已中标南京中芬项目。 4、据2026年4月28日年报，公司参股全球首家3D建筑打印企业盈创科技，控股智能化龙头万安智能，形成“设计—生产—安装”数字化闭环。	1、国内建筑装饰行业龙头之一，此前是国内唯一一家同时拥有被住建部认定 “国家住宅产业基地”和“国家装配式建筑产业基地”的装饰企业； 2、旗下子公司盈创科技以技术众包模式参与美国超级高铁建设； 3、公司表示将积极探索建筑光伏一体化市场，开拓新的盈利增长点； 4、公司参与了亚运会媒体村、亚运会运动员村、亚运会亚运村国际区（滨水区北区块）幕墙工程、运河亚运公园（原城西公园）项目幕墙工程等项目	2026-03-09\|4.16\|-0.72\|4.12\|4.19\|4.09\|168243;2026-03-10\|4.21\|1.20\|4.20\|4.23\|4.18\|135813;2026-03-11\|4.23\|0.48\|4.23\|4.24\|4.18\|123750;2026-03-12\|4.22\|-0.24\|4.23\|4.27\|4.20\|135683;2026-03-13\|4.19\|-0.71\|4.21\|4.27\|4.18\|143724;2026-03-16\|4.21\|0.48\|4.20\|4.25\|4.15\|124092;2026-03-17\|4.18\|-0.71\|4.21\|4.27\|4.18\|134967;2026-03-18\|4.16\|-0.48\|4.19\|4.20\|4.12\|109104;2026-03-19\|4.06\|-2.40\|4.12\|4.15\|4.03\|126948;2026-03-20\|3.94\|-2.96\|4.08\|4.08\|3.94\|142772;2026-03-23\|3.70\|-6.09\|3.89\|3.90\|3.66\|238970;2026-03-24\|3.82\|3.24\|3.76\|3.82\|3.68\|191411;2026-03-25\|3.89\|1.83\|3.83\|3.91\|3.81\|137667;2026-03-26\|3.86\|-0.77\|3.88\|3.95\|3.84\|100109;2026-03-27\|3.88\|0.52\|3.82\|3.89\|3.80\|101540;2026-03-30\|3.94\|1.55\|3.82\|3.95\|3.81\|124385;2026-03-31\|3.92\|-0.51\|3.92\|4.02\|3.91\|103758;2026-04-01\|3.93\|0.26\|3.97\|4.02\|3.91\|112266;2026-04-02\|3.90\|-0.76\|3.93\|3.95\|3.86\|82867;2026-04-03\|3.73\|-4.36\|3.90\|3.90\|3.72\|127440;2026-04-07\|3.82\|2.41\|3.74\|3.83\|3.71\|111334;2026-04-08\|3.93\|2.88\|3.87\|3.94\|3.86\|114536;2026-04-09\|3.85\|-2.04\|3.94\|3.95\|3.83\|112738;2026-04-10\|3.89\|1.04\|3.87\|3.93\|3.87\|99813;2026-04-13\|3.88\|-0.26\|3.88\|3.89\|3.84\|70665;2026-04-14\|3.89\|0.26\|3.90\|3.90\|3.83\|104262;2026-04-15\|3.87\|-0.51\|3.89\|3.93\|3.85\|110259;2026-04-16\|3.90\|0.78\|3.87\|3.91\|3.85\|97974;2026-04-17\|3.98\|2.05\|3.92\|4.09\|3.92\|259546;2026-04-20\|4.01\|0.75\|3.99\|4.06\|3.94\|215813;2026-04-21\|4.09\|2.00\|4.00\|4.20\|3.99\|232167;2026-04-22\|4.17\|1.96\|4.14\|4.19\|4.10\|204355;2026-04-23\|4.24\|1.68\|4.15\|4.35\|4.12\|431494;2026-04-24\|4.08\|-3.77\|4.22\|4.23\|4.06\|328796;2026-04-27\|4.04\|-0.98\|4.08\|4.09\|4.00\|179199;2026-04-28\|4.14\|2.48\|4.09\|4.19\|4.08\|237455;2026-04-29\|4.16\|0.48\|4.10\|4.18\|4.10\|188148;2026-04-30\|4.18\|0.48\|4.15\|4.21\|4.08\|176569;2026-05-06\|4.28\|2.39\|4.22\|4.31\|4.17\|228206;2026-05-07\|4.35\|1.64\|4.29\|4.37\|4.25\|263987;2026-05-08\|4.29\|-1.38\|4.34\|4.36\|4.24\|238090;2026-05-11\|4.44\|3.50\|4.32\|4.58\|4.26\|425907;2026-05-12\|4.51\|1.58\|4.43\|4.60\|4.41\|423775;2026-05-13\|4.96\|9.98\|4.52\|4.96\|4.46\|535178;2026-05-14\|4.67\|-5.85\|5.03\|5.08\|4.65\|1004702;2026-05-15\|4.52\|-3.21\|4.61\|4.66\|4.48\|522913;2026-05-18\|4.43\|-1.99\|4.50\|4.54\|4.39\|366889;2026-05-19\|4.87\|9.93\|4.45\|4.87\|4.45\|277557;2026-05-20\|4.66\|-4.31\|4.91\|4.95\|4.63\|641473;2026-05-21\|4.44\|-4.72\|4.67\|4.73\|4.41\|488162;2026-05-22\|4.44\|0.00\|4.52\|4.52\|4.35\|316126;2026-05-25\|4.51\|1.58\|4.44\|4.54\|4.40\|288337;2026-05-26\|4.26\|-5.54\|4.46\|4.47\|4.22\|325464;2026-05-27\|4.09\|-3.99\|4.26\|4.28\|4.03\|345217;2026-05-28\|4.09\|0.00\|4.07\|4.20\|4.05\|266283;2026-05-29\|4.13\|0.98\|4.40\|4.50\|4.11\|387718;2026-06-01\|4.39\|6.30\|4.18\|4.42\|4.12\|405848;2026-06-02\|4.26\|-2.96\|4.39\|4.46\|4.24\|282581;2026-06-03\|4.18\|-1.88\|4.26\|4.35\|4.14\|242544;2026-06-04\|4.01\|-4.07\|4.15\|4.19\|3.98\|234380;2026-06-05\|4.04\|0.75\|4.01\|4.14\|4.01\|194989;2026-06-08\|3.93\|-2.72\|3.96\|4.08\|3.87\|207934;2026-06-09\|3.92\|-0.25\|3.93\|3.98\|3.83\|155534;2026-06-10\|3.93\|0.26\|3.90\|3.95\|3.86\|151191;2026-06-11\|3.82\|-2.80\|3.90\|3.91\|3.77\|177342;2026-06-12\|3.82\|0.00\|3.86\|3.87\|3.77\|168596;2026-06-15\|3.78\|-1.05\|3.84\|3.89\|3.75\|223983;2026-06-16\|3.70\|-2.12\|3.78\|3.78\|3.68\|161976;2026-06-17\|3.66\|-1.08\|3.71\|3.72\|3.61\|185009;2026-06-18\|3.60\|-1.64\|3.65\|3.67\|3.59\|149986;2026-06-22\|3.58\|-0.56\|3.58\|3.59\|3.45\|205964;2026-06-23\|3.59\|0.28\|3.57\|3.68\|3.55\|150748;2026-06-24\|3.52\|-1.95\|3.56\|3.61\|3.48\|136636;2026-06-25\|3.46\|-1.70\|3.51\|3.52\|3.45\|114584;2026-06-26\|3.41\|-1.45\|3.46\|3.52\|3.41\|171600;2026-06-29\|3.41\|0.00\|3.41\|3.43\|3.32\|150126;2026-06-30\|3.38\|-0.88\|3.40\|3.41\|3.33\|161381;2026-07-01\|3.44\|1.78\|3.38\|3.47\|3.36\|121824;2026-07-02\|3.47\|0.87\|3.43\|3.52\|3.42\|163462;2026-07-03\|3.39\|1.19\|3.37\|3.43\|3.37\|141002;2026-07-06\|3.38\|-0.29\|3.41\|3.46\|3.37\|117000;2026-07-07\|3.31\|-2.07\|3.38\|3.38\|3.29\|100636;2026-07-08\|3.38\|2.11\|3.32\|3.42\|3.28\|125018;2026-07-09\|3.32\|-1.78\|3.39\|3.40\|3.27\|135022;2026-07-10\|3.37\|1.51\|3.31\|3.43\|3.29\|129899;2026-07-13\|3.30\|-2.08\|3.37\|3.44\|3.29\|132663;2026-07-14\|3.40\|3.03\|3.30\|3.41\|3.29\|128329;2026-07-15\|3.46\|1.76\|3.43\|3.51\|3.38\|124524;2026-07-16\|3.51\|1.45\|3.45\|3.55\|3.43\|145100
110725		核电中标+可控核聚变+岩土工程 1、据2025年10月14日公告，公司中标浙江金七门核电厂1、2号机组陆域取排水项目GE隧道明挖部分、CC井桩基工程，合同金额约7,700万元；2025年10月21日再获中广核流态固化土集约化采购合同7,698万元，覆盖太平岭等5个核电项目。 2、据2025年年度报告，公司明确将可控核聚变列为未来能源重点战略方向，已开展技术攻关并拟通过多元合作模式培育新动能。 3、据2025年年度报告，公司主营岩土工程一体化服务，聚焦核电、港口、水利水电等国家战略领域，与中核二二、中广核等建立长期合作，主编71部国家及行业标准，技术壁垒突出。	公司在岩土工程领域深耕十多年，拥有智能感知超级旋喷技术、多向差速强制搅拌技术、岩土固化剂等，在应对墨脱地区复杂地质环境具有较好的工程应用前景	2026-03-09\|18.90\|-0.79\|18.89\|19.07\|18.61\|17193;2026-03-10\|19.31\|2.17\|19.00\|19.33\|18.97\|15829;2026-03-11\|19.16\|-0.78\|19.34\|19.40\|19.08\|14481;2026-03-12\|18.86\|-1.57\|19.24\|19.24\|18.83\|13804;2026-03-13\|18.99\|0.69\|19.00\|19.39\|18.84\|20912;2026-03-16\|19.13\|0.74\|18.97\|19.36\|18.93\|16953;2026-03-17\|18.74\|-2.04\|19.24\|19.24\|18.72\|18065;2026-03-18\|18.86\|0.64\|18.73\|18.95\|18.62\|12862;2026-03-19\|18.41\|-2.39\|18.75\|18.86\|18.36\|15431;2026-03-20\|17.64\|-4.18\|18.55\|18.61\|17.61\|23776;2026-03-23\|16.76\|-4.99\|17.50\|17.56\|16.64\|29249;2026-03-24\|17.62\|5.13\|17.18\|17.63\|16.79\|36599;2026-03-25\|18.02\|2.27\|17.64\|18.06\|17.63\|24307;2026-03-26\|17.65\|-2.05\|18.02\|18.38\|17.61\|22964;2026-03-27\|17.76\|0.62\|17.60\|17.79\|17.38\|18688;2026-03-30\|17.84\|0.45\|17.63\|17.86\|17.40\|15991;2026-03-31\|17.74\|-0.56\|17.80\|18.10\|17.66\|14639;2026-04-01\|17.70\|-0.23\|18.01\|18.03\|17.56\|17535;2026-04-02\|17.50\|-1.13\|17.63\|17.79\|17.40\|13292;2026-04-03\|16.89\|-3.49\|17.54\|17.55\|16.80\|19726;2026-04-07\|17.30\|2.43\|17.02\|17.48\|16.80\|20172;2026-04-08\|17.94\|3.70\|17.62\|17.98\|17.60\|19385;2026-04-09\|17.42\|-2.90\|17.90\|17.90\|17.35\|19611;2026-04-10\|17.53\|0.63\|17.51\|17.73\|17.51\|18563;2026-04-13\|17.65\|0.68\|17.53\|17.82\|17.38\|15015;2026-04-14\|16.78\|-4.93\|17.70\|17.75\|16.55\|66259;2026-04-15\|16.81\|0.18\|16.78\|16.99\|16.65\|35643;2026-04-16\|17.00\|1.13\|16.86\|17.10\|16.56\|34071;2026-04-17\|17.08\|0.47\|16.97\|17.23\|16.68\|31188;2026-04-20\|17.00\|-0.47\|17.10\|17.10\|16.80\|19495;2026-04-21\|17.04\|0.24\|17.03\|17.13\|16.82\|22144;2026-04-22\|16.55\|-2.88\|17.00\|17.03\|16.47\|38742;2026-04-23\|16.31\|-1.45\|16.55\|16.56\|16.28\|22504;2026-04-24\|16.19\|-0.74\|16.34\|16.34\|15.95\|23763;2026-04-27\|16.40\|1.30\|16.19\|16.49\|15.95\|35151;2026-04-28\|16.64\|1.46\|16.40\|16.90\|16.32\|38884;2026-04-29\|16.76\|0.72\|16.51\|16.88\|16.51\|25668;2026-04-30\|17.05\|1.73\|16.77\|17.18\|16.59\|33209;2026-05-06\|17.02\|-0.18\|17.27\|17.27\|16.96\|28293;2026-05-07\|17.85\|4.88\|17.10\|18.10\|17.02\|70531;2026-05-08\|19.33\|8.29\|18.17\|19.57\|17.76\|131310;2026-05-11\|18.39\|-4.86\|19.33\|19.38\|18.37\|84139;2026-05-12\|17.92\|-2.56\|18.35\|18.55\|17.76\|47450;2026-05-13\|19.71\|9.99\|17.92\|19.71\|17.80\|86056;2026-05-14\|19.31\|-2.03\|19.90\|20.02\|19.31\|97033;2026-05-15\|19.69\|1.97\|19.44\|20.39\|19.20\|96645;2026-05-18\|20.52\|4.22\|19.82\|21.66\|19.78\|197512;2026-05-19\|22.16\|7.99\|20.61\|22.50\|20.38\|204594;2026-05-20\|23.12\|4.33\|21.48\|23.51\|21.27\|170517;2026-05-21\|22.65\|-2.03\|22.66\|23.75\|22.52\|154526;2026-05-22\|22.56\|-0.40\|22.71\|23.38\|22.12\|120260;2026-05-25\|21.46\|-4.88\|22.34\|22.34\|21.14\|103373;2026-05-26\|20.42\|-4.85\|21.30\|21.45\|20.24\|79202;2026-05-27\|19.38\|-5.09\|20.38\|20.85\|19.23\|98097;2026-05-28\|19.16\|-1.14\|19.29\|19.70\|18.75\|58018;2026-05-29\|18.29\|-4.54\|19.15\|19.43\|18.10\|56497;2026-06-01\|17.91\|-2.08\|18.06\|18.58\|17.81\|48876;2026-06-02\|17.22\|-3.85\|17.73\|17.83\|16.77\|54892;2026-06-03\|16.90\|-1.86\|17.07\|17.30\|16.72\|42747;2026-06-04\|17.24\|2.01\|16.80\|18.39\|16.79\|117160;2026-06-05\|16.98\|-1.51\|17.21\|17.73\|16.51\|79783;2026-06-08\|16.75\|-0.89\|16.61\|17.23\|16.21\|60251;2026-06-09\|16.66\|-0.54\|16.96\|17.06\|16.42\|41407;2026-06-10\|16.16\|-3.00\|16.47\|16.90\|15.89\|42088;2026-06-11\|15.82\|-2.10\|16.20\|16.34\|15.50\|40131;2026-06-12\|15.82\|0.00\|15.85\|16.26\|15.42\|46023;2026-06-15\|14.69\|-7.14\|15.82\|16.14\|14.57\|96897;2026-06-16\|15.25\|3.81\|14.69\|15.45\|14.40\|78363;2026-06-17\|14.31\|-6.16\|15.22\|15.22\|14.19\|63554;2026-06-18\|14.23\|-0.56\|14.30\|14.49\|13.92\|41109;2026-06-22\|14.52\|2.04\|14.41\|14.54\|13.50\|56164;2026-06-23\|14.71\|1.31\|14.71\|14.81\|14.20\|58132;2026-06-24\|14.21\|-3.40\|14.71\|14.93\|14.11\|45402;2026-06-25\|13.62\|-4.15\|14.21\|14.21\|13.59\|38072;2026-06-26\|13.07\|-4.04\|13.56\|13.60\|13.05\|46778;2026-06-29\|12.98\|-0.69\|13.00\|13.23\|12.60\|45263;2026-06-30\|12.95\|-0.23\|12.90\|13.35\|12.78\|46045;2026-07-01\|13.57\|4.79\|13.04\|13.91\|12.86\|55499;2026-07-02\|13.50\|-0.52\|13.59\|14.35\|13.45\|48717;2026-07-03\|13.73\|1.70\|13.62\|13.95\|13.40\|42198;2026-07-06\|13.43\|-2.19\|13.73\|13.97\|13.41\|40635;2026-07-07\|12.87\|-4.17\|13.37\|13.42\|12.86\|32178;2026-07-08\|12.88\|0.08\|13.30\|13.30\|12.63\|27934;2026-07-09\|12.92\|0.31\|12.74\|13.23\|12.74\|36561;2026-07-10\|14.21\|9.98\|12.92\|14.21\|12.78\|58122;2026-07-13\|14.73\|3.66\|14.98\|15.60\|14.34\|179679;2026-07-14\|16.20\|9.98\|14.57\|16.20\|13.71\|175943;2026-07-15\|16.70\|3.09\|15.86\|17.10\|15.86\|151714;2026-07-16\|17.78\|6.47\|16.48\|17.96\|16.33\|151810
110724		机器人+萤石矿+一季报扭亏行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月16日年报，公司通过收购持有布拖县交际河萤石矿，矿区保有CaF₂资源量231.0万吨，设计生产规模15万吨/年，正推进投产审批；据2026年5月11日业绩说明会，公司已向省级主管部门提交矿山开工建设申请资料，待批复。 2、据2026年4月16日年报，公司与优必选等签署战略合作框架协议，就具身智能机器人在民航和泛交通行业落地应用进行合作；据2026年5月11日业绩说明会，公司参股的锦程智行已向机场客户交付无人驾驶小巴产品。 3、据2026年4月30日披露的一季报，公司2026年一季度归母净利润1347.29万元，同比增长225.30%。	成都优质基建企业；主要从事公路、桥梁、隧道等交通基础设施建设的施工业务，主要业务集中在以四川省为中心的西部地区	2026-03-09\|5.49\|-0.54\|5.49\|5.59\|5.40\|406770;2026-03-10\|5.53\|0.73\|5.52\|5.62\|5.44\|295517;2026-03-11\|5.49\|-0.72\|5.53\|5.55\|5.40\|302414;2026-03-12\|5.29\|-3.64\|5.49\|5.50\|5.27\|340244;2026-03-13\|5.19\|-1.89\|5.29\|5.33\|5.15\|320383;2026-03-16\|5.26\|1.35\|5.19\|5.36\|5.11\|296484;2026-03-17\|5.14\|-2.28\|5.28\|5.33\|5.14\|207223;2026-03-18\|5.24\|1.95\|5.14\|5.26\|5.07\|256717;2026-03-19\|4.98\|-4.96\|5.12\|5.16\|4.96\|286582;2026-03-20\|4.92\|-1.20\|5.00\|5.06\|4.91\|226814;2026-03-23\|4.68\|-4.88\|4.81\|4.95\|4.64\|382300;2026-03-24\|4.98\|6.41\|4.79\|5.01\|4.67\|361688;2026-03-25\|5.05\|1.41\|4.97\|5.07\|4.91\|265904;2026-03-26\|5.16\|2.18\|5.05\|5.27\|5.02\|401439;2026-03-27\|5.22\|1.16\|5.16\|5.22\|5.07\|276199;2026-03-30\|5.35\|2.49\|5.14\|5.44\|5.14\|286163;2026-03-31\|5.25\|-1.87\|5.32\|5.49\|5.23\|291347;2026-04-01\|5.30\|0.95\|5.36\|5.51\|5.25\|305484;2026-04-02\|5.15\|-2.83\|5.32\|5.33\|5.11\|243224;2026-04-03\|4.96\|-3.69\|5.18\|5.18\|4.93\|216272;2026-04-07\|5.07\|2.22\|5.00\|5.10\|4.93\|194422;2026-04-08\|5.18\|2.17\|5.15\|5.20\|5.12\|190539;2026-04-09\|5.12\|-1.16\|5.15\|5.22\|5.05\|210538;2026-04-10\|5.07\|-0.98\|5.15\|5.24\|5.06\|255336;2026-04-13\|5.06\|-0.20\|5.06\|5.08\|4.94\|195414;2026-04-14\|5.16\|1.98\|5.12\|5.20\|5.04\|243048;2026-04-15\|4.92\|-4.65\|5.17\|5.19\|4.90\|319840;2026-04-16\|5.06\|2.85\|4.96\|5.09\|4.89\|283940;2026-04-17\|5.57\|10.08\|5.06\|5.57\|4.98\|464899;2026-04-20\|5.70\|2.33\|5.86\|5.91\|5.55\|1075988;2026-04-21\|5.58\|-2.11\|5.72\|5.74\|5.50\|470197;2026-04-22\|5.64\|1.08\|5.58\|5.71\|5.50\|379645;2026-04-23\|5.56\|-1.42\|5.58\|5.76\|5.52\|331067;2026-04-24\|5.62\|1.08\|5.56\|5.68\|5.50\|327665;2026-04-27\|5.62\|0.00\|5.61\|5.66\|5.42\|346772;2026-04-28\|5.54\|-1.42\|5.63\|5.65\|5.48\|226908;2026-04-29\|5.50\|-0.72\|5.48\|5.61\|5.44\|244641;2026-04-30\|5.51\|0.18\|5.58\|5.69\|5.39\|362966;2026-05-06\|5.61\|1.81\|5.52\|5.61\|5.39\|361206;2026-05-07\|5.72\|1.96\|5.60\|5.73\|5.55\|333965;2026-05-08\|5.84\|2.10\|5.72\|5.84\|5.66\|319470;2026-05-11\|5.87\|0.51\|5.84\|5.96\|5.77\|382280;2026-05-12\|5.88\|0.17\|5.83\|5.94\|5.62\|445669;2026-05-13\|6.47\|10.03\|5.94\|6.47\|5.83\|379285;2026-05-14\|6.06\|-6.34\|6.44\|6.47\|5.83\|1101542;2026-05-15\|5.81\|-4.13\|6.02\|6.12\|5.74\|536838;2026-05-18\|5.71\|-1.72\|5.76\|6.00\|5.63\|422467;2026-05-19\|5.68\|-0.53\|5.72\|5.75\|5.56\|369776;2026-05-20\|5.64\|-0.70\|5.67\|5.72\|5.55\|341759;2026-05-21\|5.36\|-4.96\|5.66\|5.79\|5.35\|367987;2026-05-22\|5.64\|5.22\|5.38\|5.67\|5.35\|328002;2026-05-25\|5.51\|-2.31\|5.65\|5.70\|5.41\|285894;2026-05-26\|5.33\|-3.27\|5.51\|5.52\|5.30\|204249;2026-05-27\|5.20\|-2.44\|5.35\|5.39\|5.16\|184997;2026-05-28\|5.23\|0.58\|5.17\|5.35\|5.12\|237578;2026-05-29\|4.94\|-5.54\|5.28\|5.28\|4.91\|284539;2026-06-01\|5.09\|3.04\|4.95\|5.20\|4.95\|216838;2026-06-02\|5.03\|-1.18\|5.09\|5.12\|4.93\|149643;2026-06-03\|5.11\|1.59\|5.02\|5.20\|4.93\|260144;2026-06-04\|5.03\|-1.57\|5.10\|5.22\|4.98\|199599;2026-06-05\|5.04\|0.20\|5.00\|5.11\|4.93\|203623;2026-06-08\|4.93\|-2.18\|4.95\|5.07\|4.82\|246188;2026-06-09\|4.99\|1.22\|4.94\|5.04\|4.88\|201282;2026-06-10\|4.85\|-2.81\|4.97\|5.04\|4.81\|187691;2026-06-11\|4.90\|1.03\|4.82\|4.97\|4.73\|198461;2026-06-12\|4.91\|0.20\|4.95\|5.28\|4.88\|270829;2026-06-15\|5.06\|3.06\|4.91\|5.10\|4.86\|258564;2026-06-16\|4.95\|-2.17\|5.07\|5.07\|4.93\|199205;2026-06-17\|4.83\|-2.42\|4.98\|4.98\|4.80\|192970;2026-06-18\|4.92\|1.86\|4.81\|5.03\|4.70\|302473;2026-06-22\|4.93\|0.20\|4.89\|4.97\|4.64\|284405;2026-06-23\|4.85\|-1.62\|4.93\|4.95\|4.79\|178780;2026-06-24\|4.79\|-1.24\|4.81\|4.86\|4.67\|206802;2026-06-25\|4.48\|-6.47\|4.76\|4.78\|4.40\|314120;2026-06-26\|4.42\|-1.34\|4.43\|4.48\|4.31\|246712;2026-06-29\|4.86\|9.95\|4.45\|4.86\|4.36\|239551;2026-06-30\|5.35\|10.08\|4.96\|5.35\|4.87\|602496;2026-07-01\|5.42\|1.31\|5.36\|5.51\|5.22\|592021;2026-07-02\|5.41\|-0.18\|5.47\|5.75\|5.36\|513363;2026-07-03\|5.40\|-0.18\|5.45\|5.55\|5.33\|446240;2026-07-06\|5.29\|-2.04\|5.47\|5.49\|5.23\|344803;2026-07-07\|5.32\|0.57\|5.29\|5.53\|5.23\|252145;2026-07-08\|5.21\|-2.07\|5.30\|5.38\|5.19\|227257;2026-07-09\|5.27\|1.15\|5.20\|5.35\|5.16\|194263;2026-07-10\|5.17\|-1.90\|5.32\|5.39\|5.17\|245801;2026-07-13\|4.65\|-10.06\|5.12\|5.13\|4.65\|407387;2026-07-14\|5.12\|10.11\|4.47\|5.12\|4.44\|502497;2026-07-15\|5.10\|-0.39\|5.15\|5.43\|4.85\|584835;2026-07-16\|5.04\|-1.18\|5.04\|5.24\|4.85\|488988
110723	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	成套开关设备+应用于集成电路+订单增长行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年5月15日机构调研，截至2026年4月28日公司新签合同订单10.86亿元含税，已超过2025年度全年营业收入金额。 2、据2026年4月29日年报，公司成套开关设备主要客户集中在集成电路、国家电网等领域，凭借项目经验服务于多家国内知名半导体企业。 3、据2026年4月29日年报，公司投资业务通过股权直投及私募基金参与，投资项目涵盖集成电路等领域，并持有江苏容汇通用锂业股份有限公司股权。	公司生产的成套开关设备已应用在中芯国际及其下属公司	2026-03-09\|21.35\|0.19\|20.88\|21.50\|20.41\|71361;2026-03-10\|21.65\|1.41\|21.30\|21.79\|21.30\|47269;2026-03-11\|21.42\|-1.06\|21.64\|21.79\|21.33\|48157;2026-03-12\|20.66\|-3.55\|21.51\|21.55\|20.52\|62883;2026-03-13\|20.60\|-0.29\|20.80\|20.97\|20.50\|47270;2026-03-16\|20.15\|-2.18\|20.44\|20.54\|19.78\|53392;2026-03-17\|19.54\|-3.03\|20.19\|20.38\|19.54\|45385;2026-03-18\|19.77\|1.18\|19.55\|19.82\|19.41\|23352;2026-03-19\|19.04\|-3.69\|19.47\|19.65\|18.92\|39443;2026-03-20\|18.91\|-0.68\|19.08\|19.56\|18.63\|44259;2026-03-23\|18.05\|-4.55\|18.50\|19.11\|17.92\|56336;2026-03-24\|18.94\|4.93\|18.49\|19.04\|18.17\|47617;2026-03-25\|19.07\|0.69\|19.04\|19.18\|18.87\|37211;2026-03-26\|19.07\|0.00\|19.05\|19.69\|18.85\|62355;2026-03-27\|19.39\|1.68\|18.80\|19.55\|18.63\|43685;2026-03-30\|19.30\|-0.46\|19.04\|19.42\|19.04\|26252;2026-03-31\|19.09\|-1.09\|19.35\|19.39\|18.83\|31055;2026-04-01\|19.52\|2.25\|19.40\|19.84\|19.25\|43899;2026-04-02\|18.87\|-3.33\|19.55\|19.55\|18.75\|35992;2026-04-03\|18.50\|-1.96\|18.87\|19.20\|18.45\|20031;2026-04-07\|18.54\|0.22\|18.58\|18.79\|18.50\|16959;2026-04-08\|19.03\|2.64\|18.88\|19.13\|18.86\|34579;2026-04-09\|18.48\|-2.89\|18.86\|18.99\|18.40\|33294;2026-04-10\|18.79\|1.68\|18.55\|18.89\|18.55\|26704;2026-04-13\|19.22\|2.29\|18.73\|19.65\|18.60\|53480;2026-04-14\|19.20\|-0.10\|19.41\|19.44\|18.92\|34125;2026-04-15\|18.95\|-1.30\|19.35\|19.46\|18.87\|30668;2026-04-16\|19.21\|1.37\|18.94\|19.28\|18.80\|26036;2026-04-17\|19.00\|-1.09\|19.21\|19.24\|18.88\|27263;2026-04-20\|19.35\|1.84\|19.00\|20.05\|18.93\|58639;2026-04-21\|19.22\|-0.67\|19.40\|19.57\|18.97\|27256;2026-04-22\|19.29\|0.36\|19.10\|19.41\|19.00\|27022;2026-04-23\|18.86\|-2.23\|19.30\|19.38\|18.71\|42124;2026-04-24\|18.84\|-0.11\|18.71\|18.98\|18.51\|22091;2026-04-27\|18.59\|-1.33\|18.83\|18.83\|18.30\|29308;2026-04-28\|18.16\|-2.31\|18.56\|18.56\|17.97\|40557;2026-04-29\|17.59\|-3.14\|17.83\|18.03\|17.10\|57377;2026-04-30\|17.74\|0.85\|17.59\|17.74\|17.25\|32939;2026-05-06\|18.06\|1.80\|17.92\|18.47\|17.92\|38929;2026-05-07\|18.22\|0.89\|18.06\|18.27\|17.97\|33690;2026-05-08\|18.29\|0.38\|18.17\|18.40\|18.06\|29285;2026-05-11\|18.52\|1.26\|18.29\|18.73\|18.21\|36356;2026-05-12\|20.37\|9.99\|18.43\|20.37\|18.42\|98433;2026-05-13\|21.37\|4.91\|21.00\|22.41\|20.99\|307203;2026-05-14\|20.40\|-4.54\|20.99\|21.18\|20.40\|191614;2026-05-15\|20.12\|-1.37\|20.36\|20.77\|20.05\|93174;2026-05-18\|20.75\|3.13\|20.08\|21.12\|19.60\|117330;2026-05-19\|20.80\|0.24\|20.76\|21.19\|20.51\|81049;2026-05-20\|21.68\|4.23\|20.80\|21.78\|20.70\|109871;2026-05-21\|20.35\|-6.13\|21.37\|21.73\|20.25\|92774;2026-05-22\|20.35\|0.00\|20.34\|20.70\|20.04\|53663;2026-05-25\|21.06\|3.49\|20.35\|21.68\|20.15\|105722;2026-05-26\|22.12\|5.03\|20.81\|22.34\|20.81\|126747;2026-05-27\|22.12\|0.00\|21.91\|22.83\|21.68\|107262;2026-05-28\|22.00\|-0.54\|22.04\|22.08\|21.39\|72004;2026-05-29\|20.85\|-5.23\|21.85\|22.00\|20.60\|71862;2026-06-01\|20.44\|-1.97\|20.78\|21.68\|20.31\|64211;2026-06-02\|19.45\|-4.84\|20.49\|20.49\|19.38\|67734;2026-06-03\|18.90\|-2.83\|19.37\|19.49\|18.70\|53063;2026-06-04\|18.11\|-4.18\|18.73\|18.73\|17.87\|58866;2026-06-05\|17.85\|-1.44\|18.10\|18.55\|17.20\|46867;2026-06-08\|16.85\|-5.60\|17.50\|18.10\|16.66\|60539;2026-06-09\|17.61\|4.51\|17.09\|18.54\|16.84\|100761;2026-06-10\|16.71\|-5.11\|17.90\|17.90\|16.66\|61039;2026-06-11\|15.94\|-4.61\|16.63\|16.66\|15.86\|50704;2026-06-12\|16.00\|0.38\|16.30\|16.45\|15.84\|32778;2026-06-15\|16.37\|2.31\|16.13\|16.82\|16.11\|37473;2026-06-16\|18.01\|10.02\|16.48\|18.01\|16.32\|68818;2026-06-17\|18.33\|1.78\|18.56\|19.17\|18.16\|102567;2026-06-18\|18.43\|0.55\|18.75\|19.00\|18.18\|71494;2026-06-22\|20.27\|9.98\|18.81\|20.27\|18.81\|61036;2026-06-23\|21.48\|5.97\|20.60\|22.15\|20.60\|182414;2026-06-24\|23.09\|7.50\|21.33\|23.17\|21.16\|155447;2026-06-25\|22.89\|-0.87\|23.56\|24.72\|22.83\|168593;2026-06-26\|21.28\|-7.03\|22.88\|22.93\|21.28\|114988;2026-06-29\|20.78\|-2.35\|21.78\|22.65\|20.59\|105860;2026-06-30\|21.39\|2.94\|21.28\|21.55\|20.57\|85641;2026-07-01\|20.64\|-3.51\|21.20\|21.67\|20.37\|96602;2026-07-02\|20.15\|-2.37\|20.52\|20.64\|20.00\|57576;2026-07-03\|20.20\|0.25\|20.23\|20.91\|19.94\|61220;2026-07-06\|19.56\|-3.17\|20.32\|20.33\|19.11\|51811;2026-07-07\|18.76\|-1.68\|19.24\|19.37\|18.50\|53684;2026-07-08\|18.03\|-3.89\|18.75\|19.00\|18.00\|41479;2026-07-09\|19.83\|9.98\|18.06\|19.83\|18.06\|30735;2026-07-10\|21.81\|9.98\|21.09\|21.81\|20.75\|95315;2026-07-13\|20.33\|-6.79\|21.45\|22.39\|20.22\|176633;2026-07-14\|20.34\|0.05\|20.34\|20.73\|19.60\|105490;2026-07-15\|20.16\|-0.89\|20.80\|21.19\|19.93\|120536;2026-07-16\|20.49\|1.64\|19.53\|21.11\|19.33\|138884
110722	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	FCBGA载板+半导体转型+国资背景行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、据2026年4月30日年报，公司确立向半导体领域转型，已参股科睿斯27.41%股权，其FCBGA高端封装基板样品完成生产并推进客户认证，产品用于CPU/GPU/AI芯片封装。 2、据2026年4月30日年报，公司新设微封科技、中天数算两家控股子公司，分别聚焦半导体封测设备与算力服务，2026年将“小步快跑”扩大创新业务收入。 3、据2026年4月30日年报，公司控股股东为东阳市国资办控制的地方国企，可整合国资平台及产业链资源支持半导体布局。	公司布局半导体行业的高端载板、存储封测及智能存储芯片领域	2026-03-09\|30.25\|-0.82\|30.00\|30.60\|29.27\|35768;2026-03-10\|30.86\|2.02\|30.85\|31.45\|30.43\|35400;2026-03-11\|30.22\|-2.07\|30.83\|30.86\|29.94\|43186;2026-03-12\|28.96\|-4.17\|30.15\|30.36\|28.89\|37764;2026-03-13\|28.15\|-2.80\|28.90\|29.11\|28.08\|26659;2026-03-16\|28.95\|2.84\|28.50\|29.16\|27.97\|28878;2026-03-17\|28.13\|-2.83\|29.17\|29.43\|28.12\|24626;2026-03-18\|28.86\|2.60\|28.42\|29.08\|28.02\|24465;2026-03-19\|28.61\|-0.87\|28.50\|29.34\|28.33\|30646;2026-03-20\|27.41\|-4.19\|28.62\|28.90\|27.40\|26847;2026-03-23\|25.40\|-7.33\|26.92\|27.00\|24.90\|46592;2026-03-24\|26.80\|5.51\|25.88\|26.99\|25.52\|31761;2026-03-25\|26.77\|-0.11\|26.98\|27.00\|26.45\|26260;2026-03-26\|25.52\|-4.67\|26.72\|26.88\|25.29\|33453;2026-03-27\|26.49\|3.80\|24.90\|27.07\|24.77\|37634;2026-03-30\|26.16\|-1.25\|26.29\|26.49\|25.68\|19827;2026-03-31\|25.82\|-1.30\|26.29\|26.91\|25.79\|21579;2026-04-01\|25.90\|0.31\|26.34\|26.52\|25.66\|23575;2026-04-02\|24.94\|-3.71\|25.90\|25.90\|24.76\|22792;2026-04-03\|25.13\|0.76\|25.92\|25.94\|24.42\|26422;2026-04-07\|25.36\|0.92\|25.25\|26.44\|25.00\|25160;2026-04-08\|26.23\|3.43\|25.76\|26.49\|25.76\|26250;2026-04-09\|25.75\|-1.83\|26.02\|26.12\|25.64\|19149;2026-04-10\|25.95\|0.78\|25.91\|26.38\|25.80\|20753;2026-04-13\|25.44\|-1.97\|25.88\|25.96\|25.30\|17971;2026-04-14\|25.90\|1.81\|25.84\|25.90\|25.20\|20058;2026-04-15\|27.13\|4.75\|26.36\|28.49\|25.95\|103541;2026-04-16\|26.63\|-1.84\|27.33\|27.33\|26.25\|62112;2026-04-17\|27.20\|2.14\|26.60\|28.17\|26.50\|53057;2026-04-20\|25.80\|-5.15\|27.03\|27.03\|25.58\|58999;2026-04-21\|25.88\|0.31\|25.82\|26.00\|25.19\|30081;2026-04-22\|26.20\|1.24\|25.50\|26.52\|25.42\|32242;2026-04-23\|25.11\|-4.16\|26.03\|26.20\|24.89\|35715;2026-04-24\|24.85\|-1.04\|25.00\|25.21\|24.58\|19610;2026-04-27\|23.91\|-3.78\|24.27\|24.56\|23.20\|49863;2026-04-28\|26.30\|10.00\|23.85\|26.30\|23.75\|83921;2026-04-29\|26.55\|0.95\|26.20\|26.67\|25.70\|56512;2026-04-30\|29.21\|10.02\|27.62\|29.21\|27.55\|89930;2026-05-06\|32.13\|10.00\|30.60\|32.13\|30.09\|105244;2026-05-07\|32.14\|0.03\|31.20\|33.61\|30.53\|182206;2026-05-08\|31.68\|-1.43\|32.11\|33.47\|31.34\|138147;2026-05-11\|32.26\|1.83\|32.11\|34.20\|32.11\|138349;2026-05-12\|31.61\|-2.01\|32.25\|32.65\|31.00\|102924;2026-05-13\|32.71\|3.48\|31.35\|34.77\|30.89\|191361;2026-05-14\|32.32\|-1.19\|33.26\|33.28\|32.16\|116108;2026-05-15\|32.43\|0.34\|32.31\|33.73\|31.96\|98434;2026-05-18\|34.66\|6.88\|32.60\|35.67\|32.60\|228186;2026-05-19\|33.99\|-1.93\|35.00\|35.65\|33.70\|130378;2026-05-20\|33.80\|-0.56\|34.06\|35.06\|33.51\|158927;2026-05-21\|30.91\|-8.55\|33.48\|34.27\|30.42\|163829;2026-05-22\|32.51\|5.18\|31.20\|33.00\|30.62\|111042;2026-05-25\|31.70\|-2.49\|32.25\|32.58\|31.30\|76478;2026-05-26\|31.15\|-1.74\|31.65\|31.80\|30.70\|59481;2026-05-27\|30.68\|-1.51\|31.43\|33.50\|29.91\|96009;2026-05-28\|29.94\|-2.41\|30.59\|31.30\|29.50\|64849;2026-05-29\|28.88\|-3.54\|29.65\|30.23\|28.51\|73455;2026-06-01\|27.98\|-3.12\|28.62\|29.20\|27.91\|50670;2026-06-02\|27.25\|-2.61\|28.09\|28.36\|26.77\|54733;2026-06-03\|28.44\|4.37\|27.04\|29.90\|26.89\|108059;2026-06-04\|29.90\|5.13\|27.90\|30.47\|27.90\|97843;2026-06-05\|29.10\|-2.68\|29.92\|30.40\|28.03\|70517;2026-06-08\|27.77\|-4.57\|28.10\|28.53\|27.01\|48206;2026-06-09\|27.85\|0.29\|27.85\|28.58\|27.10\|52919;2026-06-10\|28.32\|1.69\|27.82\|29.54\|27.45\|63830;2026-06-11\|27.06\|-4.45\|28.58\|28.88\|26.85\|46912;2026-06-12\|26.77\|-1.07\|27.70\|28.15\|26.70\|60662;2026-06-15\|28.07\|4.86\|26.78\|28.16\|26.75\|59204;2026-06-16\|30.88\|10.01\|28.04\|30.88\|27.70\|77364;2026-06-17\|33.97\|10.01\|31.67\|33.97\|31.17\|221953;2026-06-18\|37.37\|10.01\|35.70\|37.37\|34.81\|208502;2026-06-22\|38.67\|3.48\|37.35\|38.99\|34.93\|235401;2026-06-23\|37.60\|-2.77\|37.35\|38.58\|36.81\|129461;2026-06-24\|37.76\|0.43\|37.28\|38.15\|35.87\|128967;2026-06-25\|37.12\|-1.69\|38.48\|39.38\|35.34\|180114;2026-06-26\|33.87\|-8.76\|36.80\|36.83\|33.80\|103618;2026-06-29\|33.01\|-2.54\|33.89\|34.61\|31.69\|100867;2026-06-30\|34.00\|3.00\|32.68\|36.31\|32.00\|103235;2026-07-01\|33.83\|-0.50\|34.10\|34.24\|32.55\|90624;2026-07-02\|31.05\|-8.22\|33.33\|33.99\|30.90\|92239;2026-07-03\|30.47\|-1.87\|30.98\|31.56\|30.13\|78485;2026-07-06\|33.52\|10.01\|31.02\|33.52\|31.02\|52229;2026-07-07\|30.17\|-9.99\|33.50\|33.59\|30.17\|107517;2026-07-08\|27.33\|-9.41\|28.44\|29.43\|27.15\|134180;2026-07-09\|28.42\|3.99\|27.81\|28.54\|26.21\|123498;2026-07-10\|31.26\|9.99\|28.49\|31.26\|28.48\|68362;2026-07-13\|28.13\|-10.01\|29.16\|30.11\|28.13\|64914;2026-07-14\|28.85\|2.56\|27.41\|29.00\|26.13\|131539;2026-07-15\|27.50\|-4.68\|28.64\|29.70\|27.10\|87315;2026-07-16\|25.80\|-6.18\|27.14\|28.08\|25.52\|90876
110721	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	PCB概念+PI薄膜+商业航天行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-03-09\|21.65\|-2.91\|21.78\|21.90\|20.95\|48698;2026-03-10\|23.09\|6.65\|21.91\|23.30\|21.91\|63293;2026-03-11\|22.47\|-2.69\|23.25\|23.48\|22.44\|49161;2026-03-12\|21.92\|-2.45\|22.32\|22.70\|21.51\|43524;2026-03-13\|22.58\|3.01\|21.64\|23.13\|21.51\|63153;2026-03-16\|21.56\|-4.52\|22.30\|22.39\|21.40\|40993;2026-03-17\|20.90\|-3.06\|21.58\|22.02\|20.89\|38716;2026-03-18\|21.31\|1.96\|21.00\|21.35\|20.70\|26523;2026-03-19\|20.39\|-4.32\|20.85\|20.95\|20.26\|34745;2026-03-20\|19.83\|-2.75\|20.23\|20.89\|19.79\|42268;2026-03-23\|19.25\|-2.92\|19.11\|20.40\|19.09\|48788;2026-03-24\|20.64\|7.22\|19.83\|21.33\|19.70\|86776;2026-03-25\|20.84\|0.97\|20.23\|21.38\|20.23\|63782;2026-03-26\|19.89\|-4.56\|21.00\|21.12\|19.69\|56845;2026-03-27\|20.29\|2.01\|19.72\|20.63\|19.26\|53396;2026-03-30\|21.33\|5.13\|20.00\|21.66\|19.80\|71991;2026-03-31\|20.38\|-4.45\|21.69\|21.78\|20.32\|53332;2026-04-01\|20.75\|1.82\|20.58\|20.99\|20.23\|46469;2026-04-02\|20.84\|0.43\|20.51\|21.17\|20.21\|62854;2026-04-03\|21.78\|4.51\|20.85\|22.10\|20.85\|112514;2026-04-07\|20.68\|-5.05\|22.03\|22.74\|20.68\|82947;2026-04-08\|21.98\|6.29\|21.50\|21.98\|21.30\|62227;2026-04-09\|20.40\|-7.19\|21.52\|21.84\|20.30\|93144;2026-04-10\|20.36\|-0.20\|20.54\|21.14\|20.36\|47325;2026-04-13\|20.01\|-1.72\|20.21\|20.59\|19.79\|65212;2026-04-14\|20.72\|3.55\|20.30\|21.10\|19.86\|60744;2026-04-15\|20.65\|-0.34\|21.00\|21.65\|20.60\|63388;2026-04-16\|21.44\|3.83\|20.70\|21.94\|20.21\|85307;2026-04-17\|21.70\|1.21\|21.40\|22.28\|21.27\|49765;2026-04-20\|22.19\|2.26\|21.75\|22.36\|21.25\|59149;2026-04-21\|21.95\|-1.08\|22.19\|22.34\|21.70\|39365;2026-04-22\|21.97\|0.09\|21.75\|22.50\|21.45\|39107;2026-04-23\|21.19\|-3.55\|22.00\|22.12\|21.06\|48980;2026-04-24\|20.76\|-2.03\|21.20\|21.20\|20.53\|43974;2026-04-27\|23.92\|15.22\|20.63\|24.68\|20.60\|147444;2026-04-28\|24.88\|4.01\|23.90\|25.82\|23.11\|142847;2026-04-29\|26.55\|6.71\|24.80\|27.37\|24.80\|146840;2026-04-30\|23.99\|-9.64\|28.56\|28.86\|23.73\|226242;2026-05-06\|28.79\|20.01\|24.95\|28.79\|24.75\|176192;2026-05-07\|28.79\|0.00\|29.89\|31.85\|28.63\|320664;2026-05-08\|28.03\|-2.64\|28.49\|29.30\|27.52\|203620;2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|272132;2026-07-13\|31.50\|-16.25\|36.10\|37.00\|31.12\|182829;2026-07-14\|32.80\|4.13\|31.52\|32.86\|30.03\|124886;2026-07-15\|30.40\|-7.32\|32.88\|33.50\|30.31\|95337;2026-07-16\|29.19\|-3.98\|30.35\|30.94\|28.88\|90541
110720	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	功率半导体+GaN+低空经济行业原因： 1、据科创板日报6月15日报道，韩国政府正式启动“超级创新经济项目”，计划投入5000亿韩元集中攻关碳化硅、氮化镓等下一代功率半导体技术，目标2030年实现产能自给率翻倍。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月30日公告，公司拟使用募集资金向控股子公司上海道之增资2亿元，用于“车规级GaN模块产业化项目”建设，以把握氮化镓在高功率密度场景下的应用机遇。 2、据2026年4月30日年报，公司车规级SiC MOSFET模块已获得载人电动商用飞行器定点，首次进入商业航空领域，预计2026年开始批量销售；多个低空飞行器项目已开始批量装机。 3、据证券时报网2026年6月30日报道，多家功率半导体厂商将在7月1日调整产品价格；据机构一致预测，公司2026年净利润有望同比增长44.6%。公司主营IGBT和SiC为主的功率芯片和模块。	公司主营IGBT为主的功率半导体芯片和模块的设计研发和生产	2026-03-09\|99.28\|-0.72\|98.00\|99.89\|96.00\|46128;2026-03-10\|107.46\|8.24\|100.87\|109.21\|100.68\|128818;2026-03-11\|108.08\|0.58\|109.61\|110.80\|107.40\|91307;2026-03-12\|109.06\|0.91\|108.04\|111.00\|107.46\|57153;2026-03-13\|106.90\|-1.98\|107.88\|109.56\|106.60\|41094;2026-03-16\|109.89\|2.80\|106.65\|110.86\|104.79\|67089;2026-03-17\|107.26\|-2.39\|109.50\|110.99\|107.20\|58054;2026-03-18\|111.94\|4.36\|108.58\|114.67\|106.15\|79926;2026-03-19\|107.96\|-3.56\|108.38\|109.40\|107.27\|56979;2026-03-20\|108.77\|0.75\|107.98\|111.66\|105.80\|79644;2026-03-23\|107.02\|-1.61\|106.01\|110.11\|105.06\|79549;2026-03-24\|104.01\|-2.81\|108.90\|109.30\|99.90\|98119;2026-03-25\|105.18\|1.12\|104.35\|107.16\|103.68\|65493;2026-03-26\|107.52\|2.22\|105.18\|112.72\|103.99\|83912;2026-03-27\|109.10\|1.47\|106.00\|109.60\|104.94\|68931;2026-03-30\|107.01\|-1.92\|107.51\|108.74\|104.50\|64708;2026-03-31\|101.45\|-5.20\|107.14\|107.14\|101.45\|70957;2026-04-01\|101.80\|0.34\|103.07\|104.71\|100.50\|57580;2026-04-02\|97.25\|-4.47\|100.85\|100.87\|96.92\|58818;2026-04-03\|97.37\|0.12\|97.60\|98.28\|96.08\|32743;2026-04-07\|97.93\|0.58\|97.45\|98.34\|96.79\|26478;2026-04-08\|101.50\|3.65\|100.44\|101.50\|99.40\|49175;2026-04-09\|99.53\|-1.94\|100.20\|100.50\|99.07\|30169;2026-04-10\|100.70\|1.18\|100.00\|102.50\|100.00\|40690;2026-04-13\|100.16\|-0.54\|99.99\|101.21\|99.62\|27879;2026-04-14\|102.06\|1.90\|101.52\|103.00\|100.88\|49296;2026-04-15\|100.41\|-1.62\|102.80\|102.81\|99.90\|48590;2026-04-16\|99.66\|-0.75\|98.00\|99.71\|97.90\|43478;2026-04-17\|99.46\|-0.20\|99.66\|100.28\|98.88\|29680;2026-04-20\|102.34\|2.90\|99.50\|103.02\|99.46\|52152;2026-04-21\|101.01\|-1.30\|102.01\|102.01\|100.00\|31830;2026-04-22\|101.75\|0.73\|100.88\|101.86\|100.30\|34825;2026-04-23\|106.00\|4.18\|101.70\|110.50\|101.51\|108860;2026-04-24\|108.70\|2.55\|106.08\|110.69\|106.01\|101205;2026-04-27\|110.70\|1.84\|109.00\|111.66\|107.55\|85899;2026-04-28\|111.08\|0.34\|109.39\|113.66\|109.01\|92567;2026-04-29\|109.90\|-1.06\|110.18\|111.06\|106.71\|74424;2026-04-30\|103.92\|-5.44\|102.41\|104.30\|100.25\|135504;2026-05-06\|105.14\|1.17\|105.79\|108.19\|104.69\|90287;2026-05-07\|106.00\|0.82\|106.13\|106.50\|104.44\|69725;2026-05-08\|106.26\|0.25\|105.08\|106.97\|102.40\|93036;2026-05-11\|111.15\|4.60\|107.80\|111.60\|107.17\|124418;2026-05-12\|113.13\|1.78\|110.50\|115.00\|108.88\|117830;2026-05-13\|124.44\|10.00\|111.51\|124.44\|110.23\|154291;2026-05-14\|124.46\|0.02\|130.00\|135.00\|124.26\|264392;2026-05-15\|124.95\|0.39\|126.82\|131.10\|123.09\|167961;2026-05-18\|123.60\|-1.08\|122.99\|128.65\|122.58\|128336;2026-05-19\|123.83\|0.19\|122.50\|123.98\|117.20\|138075;2026-05-20\|127.03\|2.58\|122.81\|129.52\|122.81\|138479;2026-05-21\|122.23\|-3.78\|127.03\|130.97\|121.70\|162744;2026-05-22\|131.75\|7.79\|123.78\|134.40\|122.49\|179546;2026-05-25\|139.56\|5.93\|134.40\|139.56\|131.00\|184784;2026-05-26\|132.94\|-4.74\|136.00\|136.31\|129.00\|159997;2026-05-27\|135.00\|1.55\|134.30\|142.14\|133.10\|175271;2026-05-28\|143.00\|5.93\|132.50\|143.99\|131.50\|188798;2026-05-29\|128.70\|-10.00\|142.61\|143.00\|128.70\|175883;2026-06-01\|117.11\|-9.01\|126.04\|127.00\|116.10\|150564;2026-06-02\|116.91\|-0.17\|117.00\|119.99\|114.66\|96366;2026-06-03\|117.96\|0.90\|118.00\|121.58\|116.00\|107344;2026-06-04\|121.33\|2.86\|117.66\|122.70\|116.00\|93633;2026-06-05\|113.18\|-6.72\|118.95\|118.95\|112.47\|115266;2026-06-08\|106.40\|-5.99\|106.72\|110.21\|105.97\|81714;2026-06-09\|112.00\|5.26\|108.00\|112.96\|105.97\|86604;2026-06-10\|109.91\|-1.87\|109.98\|111.98\|107.60\|67398;2026-06-11\|111.45\|1.40\|108.55\|114.90\|108.30\|66100;2026-06-12\|109.00\|-2.20\|114.44\|115.33\|108.70\|71609;2026-06-15\|116.80\|7.16\|110.50\|117.16\|108.33\|97225;2026-06-16\|124.45\|7.02\|116.92\|127.80\|116.81\|134059;2026-06-17\|130.98\|5.25\|123.36\|132.35\|123.00\|138933;2026-06-18\|130.90\|-0.06\|130.88\|133.25\|129.00\|126426;2026-06-22\|135.59\|3.58\|133.51\|138.00\|132.70\|136874;2026-06-23\|138.80\|2.37\|134.63\|143.80\|133.11\|160454;2026-06-24\|139.20\|0.29\|137.60\|143.28\|134.68\|138495;2026-06-25\|138.22\|-0.70\|139.19\|140.39\|135.60\|107516;2026-06-26\|133.86\|-3.15\|138.32\|141.95\|133.51\|115092;2026-06-29\|139.04\|3.87\|139.89\|146.70\|132.49\|167135;2026-06-30\|152.94\|10.00\|146.03\|152.94\|137.25\|174824;2026-07-01\|151.89\|-0.69\|155.00\|159.69\|149.61\|222072;2026-07-02\|136.89\|-9.88\|143.82\|147.30\|136.70\|179781;2026-07-03\|129.35\|-5.51\|135.96\|136.75\|129.29\|125512;2026-07-06\|126.71\|-2.04\|131.27\|131.98\|122.00\|124475;2026-07-07\|128.45\|1.37\|125.01\|132.75\|124.20\|111146;2026-07-08\|129.28\|0.65\|129.00\|134.99\|125.20\|139483;2026-07-09\|133.40\|3.19\|132.00\|133.70\|127.02\|123482;2026-07-10\|123.81\|-7.19\|133.98\|137.97\|123.79\|162657;2026-07-13\|116.99\|-5.51\|120.50\|125.18\|115.05\|99955;2026-07-14\|116.25\|-0.63\|116.00\|118.00\|110.05\|88155;2026-07-15\|104.71\|-9.93\|114.27\|115.58\|104.63\|129580;2026-07-16\|97.93\|-6.47\|101.94\|105.50\|97.00\|94389
110719	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	CPU增资+定增算力+家电复合材料行业原因： 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5月29日公告，公司拟以简易程序向特定对象发行股票，募投项目为国产智能算力中心，建成后将形成智能计算输出能力并提供算力租赁等服务，预计新增年收入8592万元。 2、据2026年4月11日及4月28日公告，公司以2.33亿元向参股公司熠知电子追加投资，其主营ARM服务器CPU芯片设计，在售芯片已获知名客户认可。 3、据2025年6月12日及2025年8月2日公告，熠知电子拟推出第三代9000系列CPU+NPU融合算力芯片，面向通用云计算及大模型一体机等智算领域。 4、据2026年3月27日年报，公司主营家电外观复合材料PCM/VCM，拥有四条生产线，处于行业领先地位，产品供应三星、LG、美的等全球头部品牌。	公司参股的熠知电子主营CPU及服务器产品	2026-03-09\|61.10\|-4.86\|63.70\|64.00\|58.28\|92787;2026-03-10\|67.21\|10.00\|61.33\|67.21\|61.33\|80677;2026-03-11\|67.04\|-0.25\|66.86\|68.58\|65.80\|89162;2026-03-12\|65.73\|-1.95\|67.00\|67.40\|64.56\|61870;2026-03-13\|63.30\|-3.70\|65.00\|65.98\|63.27\|42142;2026-03-16\|64.32\|1.61\|63.10\|65.88\|63.02\|51773;2026-03-17\|62.63\|-2.63\|65.32\|66.23\|62.28\|52755;2026-03-18\|63.30\|1.07\|63.12\|63.50\|61.50\|34510;2026-03-19\|60.90\|-3.79\|62.44\|62.87\|60.50\|39292;2026-03-20\|60.93\|0.05\|61.18\|62.86\|60.88\|43832;2026-03-23\|54.84\|-10.00\|59.51\|59.78\|54.84\|87595;2026-03-24\|57.61\|5.05\|56.35\|57.63\|55.10\|52176;2026-03-25\|61.00\|5.88\|58.79\|61.77\|58.61\|57103;2026-03-26\|60.85\|-0.25\|61.70\|63.38\|60.00\|45189;2026-03-27\|60.43\|-0.69\|59.26\|61.50\|57.80\|34364;2026-03-30\|60.65\|0.36\|59.52\|61.80\|59.04\|36522;2026-03-31\|60.53\|-0.20\|60.65\|61.86\|60.00\|29897;2026-04-01\|62.87\|3.87\|61.02\|62.88\|61.02\|50076;2026-04-02\|62.67\|-0.32\|62.86\|63.47\|62.06\|32847;2026-04-03\|60.51\|-3.45\|63.23\|63.23\|60.50\|32619;2026-04-07\|59.95\|-0.93\|61.61\|61.61\|59.60\|24630;2026-04-08\|63.99\|6.74\|61.71\|64.75\|61.71\|68387;2026-04-09\|66.75\|4.31\|63.50\|67.48\|62.79\|80562;2026-04-10\|67.78\|1.54\|67.02\|69.49\|66.83\|65899;2026-04-13\|71.59\|5.62\|66.16\|73.99\|65.80\|118758;2026-04-14\|69.83\|-2.46\|71.00\|72.96\|69.51\|86569;2026-04-15\|72.13\|3.29\|69.83\|73.99\|69.20\|96330;2026-04-16\|70.53\|-2.22\|71.01\|72.64\|69.83\|91137;2026-04-17\|74.50\|5.63\|71.60\|75.00\|70.31\|125378;2026-04-20\|74.35\|-0.20\|74.27\|74.99\|71.55\|100057;2026-04-21\|71.17\|-4.28\|73.40\|73.89\|70.70\|62085;2026-04-22\|71.32\|0.21\|71.10\|72.86\|70.80\|48226;2026-04-23\|73.95\|3.69\|72.31\|77.41\|72.22\|114411;2026-04-24\|81.35\|10.01\|81.35\|81.35\|79.00\|228148;2026-04-27\|88.07\|8.26\|86.19\|89.20\|82.00\|343148;2026-04-28\|79.26\|-10.00\|84.00\|87.00\|79.26\|201891;2026-04-29\|76.95\|-2.91\|79.90\|80.19\|74.40\|162695;2026-04-30\|81.28\|5.63\|78.88\|82.48\|76.60\|169605;2026-05-06\|89.41\|10.00\|89.41\|89.41\|88.36\|67449;2026-05-07\|93.46\|4.53\|92.00\|94.50\|89.00\|243885;2026-05-08\|90.40\|-3.27\|91.99\|92.30\|89.02\|127178;2026-05-11\|96.08\|6.28\|95.15\|96.96\|92.46\|146345;2026-05-12\|90.01\|-6.32\|95.34\|96.60\|89.70\|136798;2026-05-13\|99.01\|10.00\|88.00\|99.01\|87.60\|120163;2026-05-14\|103.61\|4.65\|108.91\|108.91\|102.50\|290644;2026-05-15\|93.25\|-10.00\|104.00\|104.00\|93.25\|228181;2026-05-18\|89.70\|-3.81\|93.24\|95.85\|88.80\|185826;2026-05-19\|89.47\|-0.26\|88.82\|90.07\|84.00\|145026;2026-05-20\|94.50\|5.62\|89.00\|95.88\|88.02\|133349;2026-05-21\|97.55\|3.23\|99.96\|103.95\|97.00\|268760;2026-05-22\|102.57\|5.15\|101.49\|106.77\|101.00\|214499;2026-05-25\|102.58\|0.01\|102.00\|103.20\|98.00\|136523;2026-05-26\|99.80\|-2.71\|104.22\|105.00\|98.21\|105245;2026-05-27\|94.82\|-4.99\|100.17\|102.80\|94.00\|116964;2026-05-28\|96.11\|1.36\|95.87\|97.20\|91.00\|85024;2026-05-29\|90.67\|-5.66\|100.90\|101.80\|89.50\|143093;2026-06-01\|87.35\|-3.66\|92.00\|92.94\|86.74\|92058;2026-06-02\|89.84\|2.85\|88.28\|90.60\|86.66\|106065;2026-06-03\|89.27\|-0.63\|88.97\|92.00\|88.15\|76012;2026-06-04\|89.47\|0.22\|89.00\|90.75\|87.45\|67123;2026-06-05\|83.37\|-6.82\|87.96\|88.33\|82.48\|118971;2026-06-08\|78.55\|-5.78\|78.84\|81.59\|76.00\|94152;2026-06-09\|82.42\|4.93\|80.50\|82.50\|79.30\|58811;2026-06-10\|81.12\|-1.58\|81.00\|86.16\|80.00\|79104;2026-06-11\|78.30\|-3.48\|81.30\|81.70\|77.61\|61516;2026-06-12\|78.44\|0.18\|81.00\|82.98\|76.80\|80031;2026-06-15\|82.58\|5.28\|78.93\|82.65\|78.92\|75997;2026-06-16\|82.47\|-0.13\|82.58\|83.52\|81.08\|64537;2026-06-17\|83.38\|1.36\|82.58\|84.75\|81.61\|70959;2026-06-18\|89.19\|6.97\|82.73\|89.89\|82.30\|117803;2026-06-22\|87.13\|-2.31\|89.61\|91.70\|85.00\|121361;2026-06-23\|86.30\|-0.95\|87.13\|92.79\|83.70\|128793;2026-06-24\|88.19\|2.19\|86.29\|89.94\|83.55\|85718;2026-06-25\|89.75\|1.77\|89.21\|91.01\|86.80\|111862;2026-06-26\|86.46\|-3.67\|88.51\|89.50\|84.10\|86700;2026-06-29\|83.52\|-3.40\|86.17\|87.50\|80.00\|86653;2026-06-30\|91.87\|10.00\|82.51\|91.87\|80.60\|116318;2026-07-01\|88.85\|-3.29\|91.97\|96.16\|87.35\|115465;2026-07-02\|87.97\|-0.99\|86.29\|92.58\|83.01\|114823;2026-07-03\|86.00\|-2.24\|87.50\|89.59\|85.35\|65102;2026-07-06\|88.26\|2.63\|90.00\|91.58\|82.00\|114248;2026-07-07\|84.03\|-4.79\|88.00\|89.50\|84.01\|77890;2026-07-08\|78.23\|-6.90\|84.03\|85.49\|78.00\|86562;2026-07-09\|85.16\|8.86\|79.63\|85.80\|75.59\|94582;2026-07-10\|82.52\|-3.10\|87.50\|88.58\|82.30\|69704;2026-07-13\|77.82\|-5.70\|82.02\|83.94\|77.30\|72009;2026-07-14\|75.95\|-2.40\|77.58\|78.29\|72.28\|69833;2026-07-15\|71.69\|-5.61\|77.79\|77.79\|71.00\|65598;2026-07-16\|67.33\|-6.08\|71.59\|72.38\|66.49\|76861
110718	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	硅碳负极+氢能源+回购 1、据2026年5月8日投资者关系活动记录表，公司控股的江西纳尔锂电专注硅碳负极前驱体多孔碳并已量产，下游面向消费电子、低空经济等，2026-2028年目标新赛道收入占比超20%。 2、据2025年年度报告，公司2021年起布局氢能源，已获14项专利，2025年完成对南通亿帆材料收购切入磁性材料，与氢能业务协同。 3、据2026年4月21日公告，公司启动1,500-3,000万元回购计划，4月21日已首次回购144.48万股，用于员工持股或激励。	公司收购菲莱测试不低于51%股权，进入半导体设备、设备零部件等领域	2026-03-09\|10.84\|-1.36\|10.86\|10.94\|10.70\|50191;2026-03-10\|11.13\|2.68\|10.90\|11.14\|10.85\|53495;2026-03-11\|11.12\|-0.09\|11.15\|11.17\|11.04\|36911;2026-03-12\|10.99\|-1.17\|11.12\|11.15\|10.98\|38496;2026-03-13\|10.95\|-0.36\|10.96\|11.13\|10.92\|38778;2026-03-16\|10.98\|0.27\|10.95\|11.05\|10.88\|38204;2026-03-17\|10.75\|-2.09\|11.03\|11.07\|10.73\|46853;2026-03-18\|10.91\|1.49\|10.78\|10.93\|10.64\|35635;2026-03-19\|10.66\|-2.29\|10.85\|10.89\|10.65\|43228;2026-03-20\|10.27\|-3.66\|10.75\|10.76\|10.26\|51820;2026-03-23\|9.60\|-6.52\|10.11\|10.13\|9.51\|69798;2026-03-24\|10.08\|5.00\|9.78\|10.08\|9.61\|48124;2026-03-25\|10.16\|0.79\|10.12\|10.21\|10.04\|44097;2026-03-26\|10.10\|-0.59\|10.15\|10.33\|10.02\|33527;2026-03-27\|10.21\|1.09\|10.14\|10.28\|9.96\|30102;2026-03-30\|10.28\|0.69\|10.11\|10.30\|10.06\|33554;2026-03-31\|10.49\|2.04\|10.30\|11.09\|10.29\|133432;2026-04-01\|10.38\|-1.05\|10.64\|10.73\|10.31\|74249;2026-04-02\|10.25\|-1.25\|10.38\|10.45\|10.16\|48886;2026-04-03\|9.97\|-2.73\|10.20\|10.46\|9.93\|43983;2026-04-07\|10.58\|6.12\|10.00\|10.72\|9.98\|99280;2026-04-08\|10.72\|1.32\|10.63\|10.77\|10.49\|71138;2026-04-09\|10.76\|0.37\|10.62\|10.98\|10.57\|85823;2026-04-10\|11.00\|2.23\|10.84\|11.05\|10.72\|87784;2026-04-13\|11.28\|2.55\|10.95\|11.29\|10.90\|107810;2026-04-14\|11.36\|0.71\|11.32\|11.40\|11.20\|88867;2026-04-15\|11.23\|-1.14\|11.36\|11.40\|11.17\|63075;2026-04-16\|11.29\|0.53\|11.22\|11.34\|11.15\|56848;2026-04-17\|11.23\|-0.53\|11.20\|11.38\|11.16\|52719;2026-04-20\|11.48\|2.23\|11.18\|11.49\|11.18\|64200;2026-04-21\|10.33\|-10.02\|10.85\|10.92\|10.33\|162302;2026-04-22\|10.10\|-2.23\|10.21\|10.33\|9.84\|192517;2026-04-23\|9.85\|-2.48\|10.00\|10.06\|9.80\|98230;2026-04-24\|10.39\|5.48\|9.88\|10.49\|9.77\|148807;2026-04-27\|10.23\|-1.54\|10.39\|10.50\|10.01\|88255;2026-04-28\|10.02\|-2.05\|10.18\|10.24\|9.96\|55105;2026-04-29\|10.11\|0.90\|9.94\|10.20\|9.92\|41070;2026-04-30\|9.99\|-1.19\|10.05\|10.21\|9.97\|42771;2026-05-06\|10.06\|0.70\|10.08\|10.08\|9.98\|53586;2026-05-07\|10.09\|0.30\|10.06\|10.18\|10.02\|42419;2026-05-08\|10.17\|0.79\|10.09\|10.17\|10.00\|45921;2026-05-11\|10.15\|-0.20\|10.17\|10.21\|10.06\|50865;2026-05-12\|10.01\|-1.38\|10.15\|10.18\|9.95\|50311;2026-05-13\|11.01\|9.99\|10.04\|11.01\|9.95\|135271;2026-05-14\|10.53\|-4.36\|11.24\|11.24\|10.53\|183280;2026-05-15\|10.78\|2.37\|10.77\|10.84\|10.55\|111618;2026-05-18\|11.15\|3.43\|10.66\|11.47\|10.33\|191012;2026-05-19\|11.28\|1.17\|11.02\|11.47\|10.93\|127601;2026-05-20\|11.12\|-1.42\|11.19\|11.25\|11.05\|60200;2026-05-21\|10.83\|-2.61\|11.17\|11.34\|10.81\|72650;2026-05-22\|11.33\|4.62\|10.96\|11.59\|10.88\|109812;2026-05-25\|11.24\|-0.79\|11.35\|11.41\|11.07\|75848;2026-05-26\|10.87\|-3.29\|11.18\|11.18\|10.72\|56790;2026-05-27\|10.60\|-2.48\|10.87\|10.90\|10.51\|53714;2026-05-28\|10.77\|1.60\|10.61\|10.93\|10.54\|48130;2026-05-29\|10.28\|-4.55\|10.71\|10.78\|10.23\|62544;2026-06-01\|10.35\|0.68\|10.31\|10.53\|10.21\|37988;2026-06-02\|10.13\|-2.13\|10.50\|10.50\|10.03\|43326;2026-06-03\|10.21\|0.79\|10.12\|10.30\|10.05\|39863;2026-06-04\|10.09\|-1.18\|10.25\|10.42\|10.03\|43894;2026-06-05\|10.11\|0.20\|10.08\|10.20\|9.80\|50179;2026-06-08\|9.57\|-5.34\|9.90\|10.08\|9.53\|54085;2026-06-09\|9.88\|3.24\|9.70\|9.91\|9.56\|37593;2026-06-10\|9.63\|-2.53\|9.79\|9.87\|9.53\|36651;2026-06-11\|9.26\|-3.84\|9.64\|9.65\|9.22\|38275;2026-06-12\|9.38\|1.30\|9.50\|9.54\|9.31\|25619;2026-06-15\|9.46\|0.85\|9.52\|9.62\|9.37\|24096;2026-06-16\|9.47\|0.11\|9.47\|9.52\|9.30\|25133;2026-06-17\|9.33\|-1.48\|9.40\|9.67\|9.26\|58086;2026-06-18\|8.84\|-5.25\|9.33\|9.35\|8.75\|77724;2026-06-22\|8.84\|1.38\|8.70\|8.87\|8.51\|50597;2026-06-23\|8.90\|0.68\|8.85\|9.08\|8.77\|31869;2026-06-24\|8.72\|-2.02\|8.81\|8.93\|8.60\|35432;2026-06-25\|8.43\|-3.33\|8.72\|8.72\|8.37\|47395;2026-06-26\|8.18\|-2.97\|8.43\|8.46\|8.12\|33473;2026-06-29\|8.03\|-1.83\|8.18\|8.24\|7.82\|47207;2026-06-30\|8.22\|2.37\|8.03\|8.36\|7.89\|56056;2026-07-01\|8.27\|0.61\|8.20\|8.36\|8.11\|37901;2026-07-02\|8.28\|0.12\|8.28\|8.49\|8.19\|36612;2026-07-03\|8.39\|1.33\|8.36\|8.45\|8.23\|34155;2026-07-06\|8.35\|-0.48\|8.39\|8.52\|8.30\|30969;2026-07-07\|8.24\|-1.32\|8.32\|8.38\|8.21\|25662;2026-07-08\|8.10\|-1.70\|8.20\|8.26\|8.05\|23347;2026-07-09\|8.08\|-0.25\|8.10\|8.18\|7.84\|31640;2026-07-10\|8.17\|1.11\|8.01\|8.36\|7.96\|32080;2026-07-13\|7.80\|-4.53\|8.17\|8.19\|7.79\|34704;2026-07-14\|8.04\|3.08\|7.82\|8.06\|7.71\|37192;2026-07-15\|8.14\|1.24\|7.96\|8.29\|7.94\|30696;2026-07-16\|8.20\|0.74\|8.12\|8.30\|8.02\|26791
110717	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	高纯四氯化硅涨价+光纤材料+存储芯片行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据上证报2026年6月23日报道，受下游光纤预制棒需求增加拉动，高纯四氯化硅景气度上行，2025年底光纤用9N级高纯四氯化硅长协参考价约2.5万元/吨，今年一季度上行至约4.5万元/吨，阶段性价格涨幅约80%。 2、据2026年5月21日投资者关系活动记录表，公司高纯四氯化硅产能合计3万吨/年，自2025年第四季度开始销量上升，目前基本满负荷运行，下游主要应用于光纤预制棒；据上证报2026年6月23日报道，公司是国内高纯四氯化硅龙头，已实现PCVD芯棒工艺规模化供应，9N级产品销往欧洲市场。 3、据2026年5月21日股票交易风险提示公告，公司电子特气产品应用于存储芯片等领域，但存储芯片相关收入占公司营业收入比重不足1%。	唐山三孚电子材料有限公司是本次反倾销调查申请人。公司电子级二氯二氢硅产品于2023年通过质量验证，已实现批量供应。	2026-03-09\|26.49\|-6.33\|27.25\|27.86\|25.45\|247589;2026-03-10\|27.38\|3.36\|26.60\|28.20\|26.31\|192449;2026-03-11\|30.12\|10.01\|27.37\|30.12\|27.12\|185682;2026-03-12\|28.85\|-4.22\|30.72\|30.87\|28.55\|307526;2026-03-13\|27.20\|-5.72\|28.71\|28.95\|27.14\|207226;2026-03-16\|26.79\|-1.51\|27.53\|27.87\|25.95\|171767;2026-03-17\|24.81\|-7.39\|26.77\|26.94\|24.80\|166140;2026-03-18\|25.33\|2.10\|25.10\|25.50\|24.68\|92894;2026-03-19\|24.14\|-4.70\|25.00\|25.39\|24.00\|97955;2026-03-20\|23.23\|-3.77\|24.05\|24.42\|23.20\|82251;2026-03-23\|21.87\|-5.85\|22.60\|23.18\|21.76\|114280;2026-03-24\|22.22\|1.60\|22.33\|22.45\|21.40\|84161;2026-03-25\|24.44\|9.99\|22.48\|24.44\|22.46\|69815;2026-03-26\|23.57\|-3.56\|24.68\|24.68\|23.56\|143002;2026-03-27\|24.10\|2.25\|23.80\|24.48\|23.45\|125346;2026-03-30\|24.39\|1.20\|23.89\|24.75\|23.49\|102639;2026-03-31\|24.10\|-1.19\|24.16\|24.45\|23.54\|112472;2026-04-01\|24.06\|-0.17\|24.75\|24.81\|23.85\|83928;2026-04-02\|25.15\|4.53\|24.04\|25.60\|23.88\|251688;2026-04-03\|25.89\|2.94\|24.99\|26.49\|24.66\|279367;2026-04-07\|27.80\|7.38\|26.12\|28.38\|26.03\|304501;2026-04-08\|27.88\|0.29\|27.22\|28.34\|26.44\|301605;2026-04-09\|27.88\|0.00\|27.33\|28.12\|26.56\|225767;2026-04-10\|27.21\|-2.40\|27.97\|28.05\|27.10\|183934;2026-04-13\|27.48\|0.99\|26.58\|27.85\|26.47\|158557;2026-04-14\|27.67\|0.69\|27.50\|28.10\|26.99\|146138;2026-04-15\|27.28\|-1.41\|27.99\|28.57\|27.10\|143112;2026-04-16\|26.43\|-3.12\|26.88\|27.00\|26.13\|156312;2026-04-17\|26.81\|1.44\|26.09\|28.11\|26.01\|152944;2026-04-20\|28.65\|6.86\|27.55\|29.18\|27.35\|268883;2026-04-21\|29.17\|1.81\|28.79\|29.77\|28.20\|215845;2026-04-22\|30.30\|3.87\|29.00\|30.72\|28.45\|269868;2026-04-23\|30.54\|0.79\|30.00\|30.96\|29.33\|298644;2026-04-24\|29.78\|-2.49\|29.87\|30.46\|29.31\|203194;2026-04-27\|30.17\|1.31\|30.38\|30.89\|29.98\|183581;2026-04-28\|29.46\|-2.35\|30.08\|30.33\|29.13\|159257;2026-04-29\|29.20\|-0.88\|29.46\|29.90\|28.85\|113726;2026-04-30\|28.22\|-3.36\|29.08\|29.55\|28.20\|135541;2026-05-06\|29.66\|5.10\|28.80\|30.17\|28.53\|162497;2026-05-07\|32.63\|10.01\|30.66\|32.63\|30.66\|161379;2026-05-08\|33.97\|4.11\|33.17\|34.68\|32.80\|388695;2026-05-11\|35.53\|4.59\|35.16\|37.37\|34.77\|345192;2026-05-12\|38.40\|8.08\|35.85\|38.66\|34.70\|382719;2026-05-13\|42.24\|10.00\|37.81\|42.24\|37.50\|179877;2026-05-14\|42.70\|1.09\|44.91\|45.00\|41.48\|398352;2026-05-15\|40.39\|-5.41\|43.00\|45.28\|39.95\|418003;2026-05-18\|44.43\|10.00\|41.00\|44.43\|41.00\|128870;2026-05-19\|48.87\|9.99\|45.53\|48.87\|44.64\|333957;2026-05-20\|53.76\|10.01\|50.96\|53.76\|50.55\|79427;2026-05-21\|50.58\|-5.92\|56.78\|56.78\|50.00\|504077;2026-05-22\|49.68\|-1.78\|51.84\|52.40\|48.90\|381637;2026-05-25\|47.73\|-3.93\|49.68\|49.68\|46.38\|334628;2026-05-26\|43.86\|-8.11\|46.49\|46.80\|43.08\|273050;2026-05-27\|42.60\|-2.87\|44.37\|44.80\|42.20\|220308;2026-05-28\|42.96\|0.85\|43.00\|43.43\|41.84\|194905;2026-05-29\|45.31\|5.47\|42.62\|46.77\|42.51\|446996;2026-06-01\|41.81\|-7.72\|44.50\|45.78\|41.74\|311606;2026-06-02\|43.07\|3.01\|42.00\|44.04\|40.37\|270051;2026-06-03\|47.38\|10.01\|43.67\|47.38\|43.55\|290681;2026-06-04\|48.02\|1.35\|49.00\|50.67\|46.90\|483789;2026-06-05\|52.82\|10.00\|46.80\|52.82\|46.80\|473840;2026-06-08\|52.19\|-1.19\|50.70\|54.47\|47.99\|454633;2026-06-09\|54.53\|4.52\|54.07\|55.35\|50.20\|469377;2026-06-10\|59.98\|9.99\|52.20\|59.98\|52.19\|348051;2026-06-11\|58.97\|-1.68\|62.85\|64.78\|57.08\|665731;2026-06-12\|53.07\|-10.01\|58.17\|58.89\|53.07\|408843;2026-06-15\|54.76\|3.18\|53.07\|54.77\|50.68\|389537;2026-06-16\|57.48\|4.97\|53.90\|58.88\|53.55\|428878;2026-06-17\|55.44\|-3.55\|56.00\|57.38\|54.50\|328265;2026-06-18\|53.82\|-2.92\|55.80\|56.49\|53.35\|311967;2026-06-22\|59.20\|10.00\|55.56\|59.20\|55.56\|225680;2026-06-23\|65.12\|10.00\|64.14\|65.12\|60.00\|384272;2026-06-24\|71.63\|10.00\|66.20\|71.63\|64.08\|518462;2026-06-25\|69.68\|-2.72\|74.24\|75.00\|68.50\|475526;2026-06-26\|75.81\|8.80\|69.68\|76.65\|69.68\|459256;2026-06-29\|74.98\|-1.09\|76.49\|81.82\|70.31\|487045;2026-06-30\|71.65\|-4.44\|73.91\|73.97\|67.60\|371505;2026-07-01\|73.81\|3.01\|70.98\|74.36\|69.21\|348813;2026-07-02\|69.93\|-5.26\|68.88\|74.47\|66.43\|293104;2026-07-03\|64.80\|-7.34\|67.99\|68.97\|63.85\|269201;2026-07-06\|60.71\|-6.31\|66.00\|66.66\|60.44\|206972;2026-07-07\|57.88\|-4.66\|60.69\|61.45\|56.80\|171210;2026-07-08\|53.43\|-7.69\|57.88\|59.19\|53.00\|164821;2026-07-09\|55.92\|4.66\|54.50\|55.92\|52.03\|190067;2026-07-10\|52.79\|-5.60\|56.51\|58.99\|52.79\|220085;2026-07-13\|48.00\|-9.07\|51.00\|53.55\|47.72\|192350;2026-07-14\|50.25\|4.69\|48.66\|50.50\|47.06\|149451;2026-07-15\|49.24\|-2.01\|51.02\|51.56\|48.91\|118432;2026-07-16\|45.41\|-7.78\|48.05\|48.77\|44.78\|138044
110716	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	光刻胶+半导体清洗+季铵化合物行业原因： 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2025年5月13日互动易，公司开发的光刻胶显影液产品已实现批量生产；今日光刻胶板块短线拉升，市场关注公司在该领域的业务布局。 2、据2025年6月13日互动易，公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用。 3、据2026年5月21日投资者关系活动记录表，公司主营季铵盐、季铵碱、季鏻盐、冠醚等催化新材料，为国家级专精特新“小巨人”企业，产品应用于电子化学品等领域。	公司光刻胶显影液、刻蚀液已实现批量生产，四乙基氢氧化铵已在半导体清洗领域实现市场化应用	2026-03-09\|43.76\|-1.00\|44.00\|44.48\|43.00\|15783;2026-03-10\|44.25\|1.12\|43.76\|44.49\|43.52\|15708;2026-03-11\|44.43\|0.41\|44.23\|45.40\|44.04\|26340;2026-03-12\|44.64\|0.47\|44.60\|45.40\|44.35\|20558;2026-03-13\|43.59\|-2.35\|44.64\|44.82\|43.55\|18049;2026-03-16\|43.58\|-0.02\|43.50\|44.30\|42.95\|12896;2026-03-17\|42.11\|-3.37\|43.58\|43.76\|42.10\|13566;2026-03-18\|42.35\|0.57\|42.11\|42.47\|41.44\|10644;2026-03-19\|40.67\|-3.97\|42.28\|42.31\|40.29\|16021;2026-03-20\|39.08\|-3.91\|40.70\|40.89\|39.02\|11338;2026-03-23\|35.20\|-9.93\|38.50\|38.51\|35.20\|29052;2026-03-24\|37.58\|6.76\|36.18\|37.61\|35.97\|22261;2026-03-25\|38.61\|2.74\|38.00\|38.76\|37.61\|13937;2026-03-26\|38.81\|0.52\|38.50\|39.59\|38.46\|15226;2026-03-27\|39.15\|0.88\|38.49\|40.39\|38.49\|10455;2026-03-30\|39.86\|1.81\|38.57\|41.20\|38.57\|12478;2026-03-31\|38.23\|-4.09\|39.65\|40.00\|38.20\|10094;2026-04-01\|38.85\|1.62\|38.80\|39.49\|38.62\|10252;2026-04-02\|38.88\|0.08\|38.80\|39.71\|38.68\|10384;2026-04-03\|37.76\|-2.88\|38.75\|38.90\|37.60\|6593;2026-04-07\|38.31\|1.46\|38.47\|38.60\|37.47\|8008;2026-04-08\|39.33\|2.66\|38.90\|39.33\|38.71\|8975;2026-04-09\|38.57\|-1.93\|39.01\|39.27\|38.38\|7877;2026-04-10\|38.56\|-0.03\|38.63\|39.18\|38.55\|7224;2026-04-13\|38.01\|-1.43\|38.49\|38.49\|38.00\|7958;2026-04-14\|37.78\|-0.61\|38.12\|38.35\|37.50\|9355;2026-04-15\|37.88\|0.26\|37.76\|38.15\|37.61\|7367;2026-04-16\|38.82\|2.48\|37.87\|38.85\|37.54\|9489;2026-04-17\|39.45\|1.62\|38.58\|39.80\|38.55\|11111;2026-04-20\|39.69\|0.61\|39.45\|39.74\|38.90\|9366;2026-04-21\|39.69\|0.00\|39.20\|39.88\|39.20\|6959;2026-04-22\|39.50\|-0.48\|39.75\|39.76\|39.11\|6597;2026-04-23\|37.52\|-5.01\|39.50\|39.50\|37.35\|16185;2026-04-24\|38.22\|1.87\|37.36\|38.40\|37.36\|8648;2026-04-27\|38.86\|1.67\|38.19\|38.88\|37.60\|8209;2026-04-28\|38.37\|-1.26\|38.63\|38.94\|38.01\|7462;2026-04-29\|38.91\|1.41\|38.44\|39.37\|38.23\|10491;2026-04-30\|39.12\|0.54\|38.88\|39.52\|38.85\|10455;2026-05-06\|41.47\|6.01\|39.31\|41.68\|39.30\|28611;2026-05-07\|41.75\|0.68\|41.52\|42.65\|41.47\|19049;2026-05-08\|43.16\|3.38\|41.69\|44.61\|41.22\|40467;2026-05-11\|44.55\|3.22\|44.59\|46.28\|43.96\|44397;2026-05-12\|44.42\|-0.29\|44.35\|45.55\|43.05\|35788;2026-05-13\|48.86\|10.00\|44.29\|48.86\|43.88\|47772;2026-05-14\|52.38\|7.20\|50.62\|53.75\|50.62\|81528;2026-05-15\|53.29\|1.74\|52.89\|55.00\|51.98\|65451;2026-05-18\|53.28\|-0.02\|52.50\|55.86\|51.00\|48358;2026-05-19\|55.96\|5.03\|53.18\|56.67\|52.31\|51329;2026-05-20\|55.31\|-1.16\|55.24\|56.49\|54.00\|52975;2026-05-21\|51.99\|-6.00\|54.45\|56.53\|51.49\|39790;2026-05-22\|55.22\|6.21\|52.18\|55.60\|51.33\|39211;2026-05-25\|54.15\|-1.94\|55.63\|56.00\|52.76\|33882;2026-05-26\|52.30\|-3.42\|53.63\|53.96\|51.81\|25006;2026-05-27\|51.24\|-2.03\|52.00\|55.00\|50.83\|31587;2026-05-28\|51.32\|0.16\|51.00\|51.67\|48.83\|29622;2026-05-29\|47.57\|-7.31\|51.01\|51.46\|46.60\|25312;2026-06-01\|46.80\|-1.62\|46.76\|48.96\|46.76\|18313;2026-06-02\|47.49\|1.47\|46.80\|47.70\|44.86\|19648;2026-06-03\|52.24\|10.00\|47.81\|52.24\|47.81\|9746;2026-06-04\|55.86\|6.93\|53.07\|57.46\|51.80\|84184;2026-06-05\|52.18\|-6.59\|55.00\|55.00\|51.80\|44274;2026-06-08\|48.20\|-7.63\|47.94\|51.00\|47.70\|26946;2026-06-09\|49.31\|2.30\|49.11\|49.90\|48.38\|26103;2026-06-10\|49.90\|1.20\|48.82\|50.25\|48.20\|25302;2026-06-11\|52.58\|5.37\|50.14\|54.89\|48.31\|58056;2026-06-12\|57.84\|10.00\|53.90\|57.84\|52.90\|100784;2026-06-15\|56.20\|-2.84\|58.00\|58.51\|53.33\|94622;2026-06-16\|53.01\|-5.68\|56.00\|56.00\|52.66\|78785;2026-06-17\|51.44\|-2.96\|51.91\|52.59\|50.20\|63547;2026-06-18\|50.41\|-2.00\|51.07\|51.07\|49.23\|41051;2026-06-22\|49.97\|-0.87\|50.82\|51.08\|48.43\|43454;2026-06-23\|52.97\|6.00\|49.00\|53.72\|48.70\|67856;2026-06-24\|49.44\|-6.66\|52.08\|54.40\|49.22\|59567;2026-06-25\|50.12\|1.38\|49.49\|51.50\|47.40\|50613;2026-06-26\|51.18\|2.11\|49.50\|51.50\|46.88\|57067;2026-06-29\|48.50\|-5.24\|51.55\|53.00\|48.08\|49318;2026-06-30\|53.35\|10.00\|47.50\|53.35\|47.11\|41333;2026-07-01\|58.69\|10.01\|55.50\|58.69\|54.10\|66624;2026-07-02\|60.37\|2.86\|57.46\|63.50\|55.50\|116218;2026-07-03\|57.27\|-5.13\|60.13\|61.72\|56.78\|70423;2026-07-06\|56.12\|-2.01\|57.98\|58.96\|54.10\|61209;2026-07-07\|55.24\|-1.57\|55.00\|57.70\|54.29\|47895;2026-07-08\|50.50\|-8.58\|54.11\|55.00\|50.00\|47757;2026-07-09\|51.87\|2.71\|51.74\|52.88\|49.16\|34011;2026-07-10\|50.08\|-3.45\|52.32\|54.16\|50.07\|35467;2026-07-13\|55.09\|10.00\|49.00\|55.09\|49.00\|28146;2026-07-14\|52.85\|-4.07\|55.55\|56.00\|51.04\|60587;2026-07-15\|50.60\|-4.26\|52.85\|53.20\|49.40\|43027;2026-07-16\|51.51\|1.80\|49.59\|55.50\|47.40\|73293
110715	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	AI算力+存储芯片+深圳国资+出海行业原因： 1、高盛研报显示，市场正面临15年来最严重的存储芯片供应短缺。机构预计存储芯片今年二季度价格将持续大幅上涨。 2、三星电子劳资第二轮事后调解13日最终破裂，工会宣布将如期启动总罢工。公司原因： 1、据2026年4月17日年报，公司2025年算力产业链收入18.26亿元，其中AI算力收入10.66亿元，同比增长28.79%，控股子公司卓优云智已交付多个AI算力平台。 2、据2026年4月17日年报及2026年3月12日互动易，公司依托兴怡香港、怡佰电子与美光、三星、铠侠等深度合作，形成“分销+设计+模组+应用”全链条半导体生态，2025年存储分销营收持续增长。 3、据2026年4月17日年报，公司正式启动“产业出海生态联盟”，半导体、AI算力业务重点拓展东南亚、美国市场，并连续三次通过海关AEO高级认证。 4、据2025年年报及投资者关系活动记录表，公司控股股东为深圳市投资控股有限公司，实际控制人为深圳市国资委，具备国资背景，在融资与产业资源方面持续赋能。	公司是国际存储芯片巨头美光科技的总代理，为其提供分销、物流和渠道管理服务	2026-03-09\|5.11\|0.59\|5.03\|5.13\|4.96\|611596;2026-03-10\|5.22\|2.15\|5.15\|5.28\|5.14\|740566;2026-03-11\|5.23\|0.19\|5.22\|5.28\|5.20\|652507;2026-03-12\|5.26\|0.57\|5.21\|5.30\|5.17\|705527;2026-03-13\|5.16\|-1.90\|5.28\|5.30\|5.15\|660065;2026-03-16\|5.39\|4.46\|5.18\|5.39\|5.15\|1262638;2026-03-17\|5.29\|-1.86\|5.42\|5.49\|5.27\|1219297;2026-03-18\|5.40\|2.08\|5.38\|5.47\|5.30\|1123089;2026-03-19\|5.25\|-2.78\|5.31\|5.33\|5.21\|807216;2026-03-20\|5.37\|2.29\|5.28\|5.54\|5.22\|1882191;2026-03-23\|5.18\|-3.54\|5.23\|5.36\|5.13\|1377400;2026-03-24\|5.41\|4.44\|5.28\|5.43\|5.13\|1731296;2026-03-25\|5.49\|1.48\|5.42\|5.55\|5.34\|1541479;2026-03-26\|5.66\|3.10\|5.43\|5.76\|5.40\|2322167;2026-03-27\|5.60\|-1.06\|5.56\|5.70\|5.52\|1462196;2026-03-30\|5.54\|-1.07\|5.52\|5.60\|5.38\|1224483;2026-03-31\|5.74\|3.61\|5.50\|5.78\|5.46\|2094246;2026-04-01\|5.66\|-1.39\|5.70\|5.75\|5.54\|1521683;2026-04-02\|5.38\|-4.95\|5.62\|5.62\|5.36\|1151293;2026-04-03\|5.22\|-2.97\|5.32\|5.52\|5.04\|1346200;2026-04-07\|5.64\|8.05\|5.20\|5.74\|5.14\|2176593;2026-04-08\|5.84\|3.55\|5.70\|5.90\|5.64\|1982745;2026-04-09\|5.73\|-1.88\|5.80\|5.82\|5.70\|1121819;2026-04-10\|5.75\|0.35\|5.75\|5.88\|5.69\|1269341;2026-04-13\|5.73\|-0.35\|5.75\|5.84\|5.40\|2078299;2026-04-14\|5.92\|3.32\|5.85\|6.07\|5.76\|1976815;2026-04-15\|6.02\|1.69\|5.93\|6.13\|5.85\|1694222;2026-04-16\|5.90\|-1.99\|5.97\|6.00\|5.83\|1340856;2026-04-17\|6.12\|3.73\|5.94\|6.48\|5.86\|3089522;2026-04-20\|6.22\|1.63\|6.14\|6.38\|6.08\|2106397;2026-04-21\|6.01\|-3.38\|6.18\|6.19\|5.97\|1320473;2026-04-22\|6.02\|0.17\|5.98\|6.09\|5.78\|1512932;2026-04-23\|5.81\|-3.49\|5.96\|5.99\|5.74\|1147104;2026-04-24\|5.70\|-1.89\|5.77\|5.79\|5.65\|855792;2026-04-27\|5.72\|0.35\|5.70\|5.74\|5.58\|784397;2026-04-28\|5.63\|-1.57\|5.74\|5.75\|5.55\|772763;2026-04-29\|5.76\|2.31\|5.57\|5.90\|5.54\|919630;2026-04-30\|5.59\|-2.95\|5.75\|5.78\|5.52\|941636;2026-05-06\|5.91\|5.72\|5.65\|5.98\|5.65\|1315192;2026-05-07\|6.50\|9.98\|5.98\|6.50\|5.93\|1428121;2026-05-08\|6.83\|5.08\|6.79\|6.99\|6.52\|4403376;2026-05-11\|7.18\|5.12\|7.11\|7.45\|7.05\|3448422;2026-05-12\|6.93\|-3.48\|7.08\|7.14\|6.91\|2385523;2026-05-13\|7.62\|9.96\|6.90\|7.62\|6.85\|2666069;2026-05-14\|7.51\|-1.44\|7.68\|7.93\|7.48\|3664154;2026-05-15\|7.17\|-4.53\|7.49\|7.66\|7.11\|2673120;2026-05-18\|7.25\|1.12\|7.14\|7.34\|7.00\|1654503;2026-05-19\|7.36\|1.52\|7.20\|7.52\|7.16\|1621632;2026-05-20\|7.24\|-1.63\|7.28\|7.44\|7.13\|1485226;2026-05-21\|6.68\|-7.73\|7.31\|7.45\|6.63\|2239991;2026-05-22\|6.94\|3.89\|6.76\|7.10\|6.75\|1608789;2026-05-25\|6.95\|0.14\|7.02\|7.05\|6.81\|1144661;2026-05-26\|6.69\|-3.74\|6.94\|6.94\|6.59\|1138645;2026-05-27\|6.48\|-3.14\|6.80\|7.02\|6.40\|1435892;2026-05-28\|6.43\|-0.77\|6.62\|6.70\|6.29\|1541976;2026-05-29\|6.15\|-4.35\|6.43\|6.46\|6.08\|1378237;2026-06-01\|6.11\|-0.65\|6.15\|6.23\|6.00\|826609;2026-06-02\|6.14\|0.49\|6.15\|6.22\|5.97\|1025655;2026-06-03\|6.24\|1.63\|6.11\|6.42\|6.09\|1429523;2026-06-04\|6.37\|2.08\|6.25\|6.41\|6.18\|1197311;2026-06-05\|7.01\|10.05\|6.52\|7.01\|6.40\|2040713;2026-06-08\|6.40\|-8.70\|6.79\|6.93\|6.31\|2207858;2026-06-09\|6.27\|-2.03\|6.50\|6.55\|6.17\|1323026;2026-06-10\|5.72\|-8.77\|6.17\|6.21\|5.66\|1557745;2026-06-11\|5.44\|-4.90\|5.62\|5.79\|5.41\|1235854;2026-06-12\|5.32\|-2.21\|5.56\|5.60\|5.27\|1116436;2026-06-15\|5.43\|2.07\|5.31\|5.45\|5.29\|910624;2026-06-16\|5.67\|4.42\|5.40\|5.77\|5.39\|1509853;2026-06-17\|5.67\|0.00\|5.73\|5.85\|5.58\|1090793;2026-06-18\|5.67\|0.00\|5.61\|5.75\|5.54\|905113;2026-06-22\|5.48\|-3.35\|5.67\|5.70\|5.34\|1090081;2026-06-23\|5.45\|-0.55\|5.49\|5.65\|5.41\|912075;2026-06-24\|5.35\|-1.83\|5.41\|5.44\|5.28\|786512;2026-06-25\|5.52\|3.18\|5.42\|5.77\|5.29\|1223835;2026-06-26\|5.65\|2.36\|5.35\|5.85\|5.26\|1685201;2026-06-29\|5.24\|-7.26\|5.57\|5.60\|5.14\|1273427;2026-06-30\|5.33\|1.72\|5.25\|5.36\|5.11\|840480;2026-07-01\|5.43\|1.88\|5.44\|5.68\|5.38\|1153412;2026-07-02\|5.13\|-5.52\|5.31\|5.35\|5.11\|1114805;2026-07-03\|4.96\|-3.31\|5.00\|5.11\|4.90\|761616;2026-07-06\|4.79\|-3.43\|5.02\|5.08\|4.76\|722310;2026-07-07\|4.66\|-2.71\|4.78\|4.80\|4.63\|509308;2026-07-08\|4.59\|-1.50\|4.63\|4.66\|4.51\|562155;2026-07-09\|4.70\|2.40\|4.58\|4.74\|4.45\|691854;2026-07-10\|4.85\|3.19\|4.72\|5.12\|4.66\|1146101;2026-07-13\|4.52\|-6.80\|4.82\|4.88\|4.49\|755802;2026-07-14\|4.65\|2.88\|4.50\|4.66\|4.42\|584040;2026-07-15\|4.63\|-0.43\|4.65\|4.71\|4.55\|476059;2026-07-16\|4.68\|1.08\|4.60\|4.73\|4.56\|469207
110714	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	芯片概念+高端木作+前三季度净利增行业原因： 1、台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关。台积电公布2026年资本支出计划最高将达560亿美元，创下该公司历史新高。管理层表示，未来三年资本支出将显著增加。 2、Counterpoint宣告全球存储进入“超级牛市”，DRAM、NAND价格已超2018年高点，AI与服务器需求推升供应商议价力至历史新高。公司原因： 1、据2025年半年报，公司以7000万元增资重庆凌芯微电子并持股35%，布局功率半导体晶圆代工赛道。 2、据2024年年报及2025年半年报，公司主营“梦天木作”门墙柜一体化高端全屋定制，拥有工信部“智能制造试点示范”项目。 3、据2025年10月30日三季报，公司前三季度归母净利润5630.31万元，同比增长37.60%。	公司在家具行业特别是木门领域具有领导地位，此前以7000万元增资重庆凌芯微电子并持股35%，切入功率半导体晶圆代工赛道	2026-03-09\|38.15\|0.13\|37.92\|39.12\|37.00\|74099;2026-03-10\|38.44\|0.76\|38.30\|38.86\|38.15\|29123;2026-03-11\|37.58\|-2.24\|38.46\|38.70\|37.35\|34327;2026-03-12\|36.81\|-2.05\|37.58\|37.98\|36.52\|32796;2026-03-13\|35.85\|-2.61\|36.63\|37.00\|35.73\|26889;2026-03-16\|36.32\|1.31\|35.99\|36.65\|35.64\|29070;2026-03-17\|35.60\|-1.98\|36.12\|36.84\|35.50\|28486;2026-03-18\|35.71\|0.31\|35.50\|35.82\|35.10\|18410;2026-03-19\|34.17\|-4.31\|35.17\|35.71\|33.93\|24844;2026-03-20\|33.62\|-1.61\|34.72\|35.00\|33.30\|23425;2026-03-23\|31.30\|-6.90\|33.00\|33.14\|31.00\|46778;2026-03-24\|32.64\|4.28\|32.08\|32.88\|31.62\|43835;2026-03-25\|32.78\|0.43\|32.96\|33.28\|32.35\|22296;2026-03-26\|31.92\|-2.62\|32.76\|33.31\|31.70\|23887;2026-03-27\|32.44\|1.63\|32.00\|33.25\|31.53\|34368;2026-03-30\|32.23\|-0.65\|32.00\|32.69\|31.83\|26710;2026-03-31\|31.92\|-0.96\|32.65\|32.85\|31.90\|26245;2026-04-01\|32.70\|2.44\|32.62\|32.85\|32.00\|18599;2026-04-02\|31.94\|-2.32\|32.80\|32.80\|31.72\|15788;2026-04-03\|31.68\|-0.81\|31.98\|32.18\|31.35\|15336;2026-04-07\|31.69\|0.03\|31.39\|32.15\|31.10\|17847;2026-04-08\|33.20\|4.76\|32.18\|33.37\|32.18\|27662;2026-04-09\|36.52\|10.00\|33.33\|36.52\|32.50\|58641;2026-04-10\|33.63\|-7.91\|36.52\|37.20\|33.37\|126371;2026-04-13\|31.12\|-7.46\|33.65\|33.65\|31.03\|103483;2026-04-14\|30.15\|-3.12\|30.97\|30.99\|29.63\|79958;2026-04-15\|33.17\|10.02\|30.26\|33.17\|29.90\|110908;2026-04-16\|30.87\|-6.93\|32.50\|32.50\|30.42\|118397;2026-04-17\|30.30\|-1.85\|30.80\|30.80\|29.80\|65853;2026-04-20\|30.91\|2.01\|30.59\|31.49\|30.12\|63533;2026-04-21\|30.79\|-0.39\|30.60\|31.45\|30.40\|40708;2026-04-22\|30.62\|-0.55\|30.77\|31.09\|30.31\|35731;2026-04-23\|29.61\|-3.30\|30.45\|30.45\|29.40\|40821;2026-04-24\|29.42\|-0.64\|29.43\|29.68\|28.83\|33494;2026-04-27\|29.99\|1.94\|29.42\|30.23\|28.69\|34677;2026-04-28\|29.45\|-1.80\|30.00\|30.00\|29.10\|22846;2026-04-29\|29.58\|0.44\|29.06\|30.08\|29.06\|19985;2026-04-30\|29.60\|0.07\|29.62\|29.95\|29.25\|16977;2026-05-06\|29.90\|1.01\|29.63\|30.09\|29.35\|23998;2026-05-07\|29.83\|-0.23\|29.76\|30.10\|29.63\|20496;2026-05-08\|30.22\|1.31\|29.56\|31.98\|29.56\|76565;2026-05-11\|29.96\|-0.86\|30.48\|30.70\|29.89\|43192;2026-05-12\|29.06\|-3.00\|29.84\|30.20\|28.92\|44311;2026-05-13\|31.97\|10.01\|29.50\|31.97\|29.26\|79874;2026-05-14\|28.77\|-10.01\|31.82\|31.88\|28.77\|91811;2026-05-15\|27.95\|-2.85\|28.80\|29.20\|27.62\|60918;2026-05-18\|28.73\|2.79\|27.58\|28.84\|27.33\|48121;2026-05-19\|27.66\|-3.72\|28.70\|28.70\|27.12\|34804;2026-05-20\|27.65\|-0.04\|27.66\|28.18\|26.85\|33120;2026-05-21\|27.91\|0.94\|27.40\|30.42\|27.38\|158430;2026-05-22\|26.11\|-6.45\|28.20\|28.39\|25.13\|132658;2026-05-25\|25.91\|-0.77\|26.10\|26.47\|25.40\|66144;2026-05-26\|25.55\|-1.39\|25.75\|26.55\|25.30\|35140;2026-05-27\|24.92\|-2.47\|25.55\|25.68\|24.71\|30856;2026-05-28\|25.00\|0.32\|24.90\|25.30\|24.65\|25205;2026-05-29\|24.50\|-2.00\|25.30\|25.30\|24.23\|22342;2026-06-01\|24.84\|1.39\|24.50\|25.15\|24.25\|25545;2026-06-02\|24.29\|-2.21\|24.79\|24.92\|24.04\|23528;2026-06-03\|23.85\|-1.81\|24.43\|24.43\|23.64\|25372;2026-06-04\|23.26\|-2.47\|23.62\|23.78\|23.05\|28295;2026-06-05\|23.57\|1.33\|23.26\|23.96\|22.88\|30519;2026-06-08\|24.23\|2.80\|23.00\|25.74\|23.00\|79091;2026-06-09\|23.00\|-5.08\|24.23\|24.40\|22.79\|47742;2026-06-10\|22.91\|-0.39\|22.79\|23.39\|22.60\|35738;2026-06-11\|22.35\|-2.44\|22.89\|23.17\|22.08\|32511;2026-06-12\|22.87\|2.33\|22.75\|23.05\|22.16\|38462;2026-06-15\|22.89\|0.09\|22.59\|23.32\|22.47\|44104;2026-06-16\|22.75\|-0.61\|23.00\|23.09\|22.54\|30784;2026-06-17\|21.95\|-3.52\|22.70\|22.70\|21.81\|26765;2026-06-18\|22.38\|1.96\|21.95\|23.30\|21.66\|46234;2026-06-22\|22.30\|-0.36\|22.38\|22.79\|21.91\|34548;2026-06-23\|22.48\|1.72\|22.07\|22.85\|21.88\|28339;2026-06-24\|21.49\|-4.40\|22.24\|22.71\|21.30\|28998;2026-06-25\|21.86\|1.72\|21.48\|22.76\|21.21\|37482;2026-06-26\|20.75\|-5.08\|21.48\|21.69\|20.57\|47147;2026-06-29\|20.65\|-0.48\|20.65\|20.96\|20.15\|35801;2026-06-30\|20.57\|-0.39\|20.65\|20.76\|20.20\|22795;2026-07-01\|20.98\|1.99\|20.76\|21.37\|20.44\|29657;2026-07-02\|20.99\|0.05\|20.95\|21.50\|20.60\|20335;2026-07-03\|21.57\|2.76\|21.02\|21.88\|20.83\|26883;2026-07-06\|21.25\|-1.48\|21.42\|22.02\|21.24\|26805;2026-07-07\|20.36\|-4.19\|21.39\|21.50\|20.26\|19322;2026-07-08\|20.00\|-1.77\|20.36\|20.36\|19.88\|17179;2026-07-09\|19.99\|-0.05\|19.58\|20.11\|19.40\|20110;2026-07-10\|20.36\|1.85\|19.85\|20.72\|19.66\|30083;2026-07-13\|19.60\|-3.73\|19.81\|20.27\|19.51\|22885;2026-07-14\|19.60\|0.00\|19.58\|19.79\|19.18\|25466;2026-07-15\|19.92\|1.63\|19.60\|20.25\|19.37\|23305;2026-07-16\|19.99\|0.35\|19.80\|20.64\|19.67\|25265
110713	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	电子特气+电力设备+真空灭弧室+央企行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%。 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年4月20日互动易，2025年度公司控股子公司宝光联悦拓展电子特气领域，在氢气基础上拓展高纯氮、六氟化硫、C4气体、氧、氦等多品类产品，形成“氢气为主、多气协同”的业务格局。核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺。 2、据公司2025年年报，宝光智中经营的储能板块提供调频、调压、调峰、备用等电力辅助服务，同步开展工商业储能，提供绿能工厂整体解决方案、源网荷储、光储充一体化系统集成，技术支持等服务。 3、据2025年4月11日年报，公司真空灭弧室在特高压换流变、抽水蓄能发电机断路器实现国产化替代，技术国际领先。 4、据2025年7月10日公告，控股股东宝光集团所持30%股份已无偿划转至中国西电集团，公司实控人仍为国务院国资委。	公司控股子公司宝光联悦拓展电子特气领域，核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺	2026-03-09\|13.97\|1.53\|13.50\|14.00\|13.43\|127454;2026-03-10\|14.03\|0.43\|13.86\|14.26\|13.70\|150054;2026-03-11\|13.88\|-1.07\|13.95\|14.07\|13.75\|92179;2026-03-12\|13.48\|-2.88\|13.85\|13.87\|13.41\|94067;2026-03-13\|13.04\|-3.26\|13.60\|13.66\|13.01\|88725;2026-03-16\|12.46\|-4.45\|12.95\|13.15\|12.38\|107712;2026-03-17\|12.05\|-3.29\|12.46\|12.60\|12.02\|77947;2026-03-18\|12.13\|0.66\|12.10\|12.23\|11.89\|56520;2026-03-19\|11.81\|-2.64\|11.91\|12.00\|11.71\|53277;2026-03-20\|11.40\|-3.47\|11.84\|11.97\|11.40\|64639;2026-03-23\|10.85\|-4.82\|11.39\|11.41\|10.70\|90686;2026-03-24\|11.61\|7.00\|11.04\|11.63\|10.97\|84598;2026-03-25\|11.73\|1.03\|11.75\|11.94\|11.62\|48225;2026-03-26\|11.43\|-2.56\|11.75\|11.80\|11.31\|39283;2026-03-27\|11.60\|1.49\|11.25\|11.63\|11.25\|32176;2026-03-30\|11.58\|-0.17\|11.46\|11.80\|11.22\|73938;2026-03-31\|11.92\|2.94\|11.55\|12.27\|11.39\|100670;2026-04-01\|11.82\|-0.84\|12.17\|12.17\|11.74\|66985;2026-04-02\|11.72\|-0.85\|11.82\|12.24\|11.61\|55795;2026-04-03\|11.28\|-3.75\|11.75\|11.75\|11.24\|42694;2026-04-07\|11.44\|1.42\|11.24\|11.56\|11.23\|34106;2026-04-08\|11.92\|4.20\|11.65\|11.93\|11.62\|34503;2026-04-09\|12.06\|1.17\|11.92\|12.18\|11.73\|45193;2026-04-10\|12.79\|6.05\|12.06\|12.84\|12.06\|167239;2026-04-13\|12.87\|0.63\|12.16\|13.45\|11.70\|254195;2026-04-14\|12.30\|-4.43\|13.03\|13.09\|12.29\|137446;2026-04-15\|12.03\|-2.20\|12.39\|12.40\|11.98\|91089;2026-04-16\|12.02\|-0.08\|12.00\|12.10\|11.80\|74577;2026-04-17\|11.85\|-1.41\|11.99\|11.99\|11.72\|64978;2026-04-20\|11.91\|0.51\|11.87\|11.92\|11.72\|62155;2026-04-21\|11.68\|-1.93\|11.97\|11.97\|11.57\|64058;2026-04-22\|11.65\|-0.26\|11.64\|11.71\|11.56\|50533;2026-04-23\|12.22\|4.89\|11.66\|12.47\|11.41\|160186;2026-04-24\|12.90\|5.56\|12.09\|13.44\|12.01\|316064;2026-04-27\|12.60\|-2.33\|12.65\|12.90\|12.38\|212048;2026-04-28\|13.86\|10.00\|12.51\|13.86\|12.30\|242792;2026-04-29\|15.25\|10.03\|14.60\|15.25\|14.08\|665113;2026-04-30\|16.78\|10.03\|16.50\|16.78\|16.48\|438344;2026-05-06\|18.46\|10.01\|18.25\|18.46\|18.00\|268149;2026-05-07\|17.85\|-3.30\|20.31\|20.31\|17.13\|1100442;2026-05-08\|16.75\|-6.16\|17.60\|17.60\|16.51\|749524;2026-05-11\|18.43\|10.03\|17.09\|18.43\|16.81\|948855;2026-05-12\|17.19\|-6.73\|18.31\|19.20\|16.64\|867835;2026-05-13\|18.91\|10.01\|16.90\|18.91\|16.49\|491730;2026-05-14\|18.94\|0.16\|19.50\|20.80\|18.58\|1124392;2026-05-15\|18.66\|-1.48\|18.80\|19.29\|17.54\|816698;2026-05-18\|16.79\|-10.02\|17.62\|17.67\|16.79\|475559;2026-05-19\|15.11\|-10.01\|15.61\|15.96\|15.11\|685291;2026-05-20\|14.16\|-6.29\|14.72\|15.08\|14.16\|472554;2026-05-21\|13.31\|-6.00\|14.13\|14.30\|13.09\|413592;2026-05-22\|13.54\|1.73\|13.35\|13.61\|13.27\|237917;2026-05-25\|13.34\|-1.48\|13.54\|13.68\|13.19\|241448;2026-05-26\|13.66\|2.40\|13.35\|13.85\|12.76\|424852;2026-05-27\|14.26\|4.39\|13.38\|14.46\|13.06\|461069;2026-05-28\|14.08\|-1.26\|13.90\|14.18\|13.76\|286828;2026-05-29\|13.16\|-6.53\|13.96\|13.96\|13.09\|243647;2026-06-01\|13.88\|5.47\|13.16\|14.08\|13.08\|260544;2026-06-02\|13.23\|-4.68\|13.79\|13.86\|12.90\|230245;2026-06-03\|13.30\|0.53\|13.19\|13.31\|12.77\|195544;2026-06-04\|12.70\|-4.51\|13.08\|13.22\|12.53\|206323;2026-06-05\|12.69\|-0.08\|12.63\|12.92\|12.20\|190799;2026-06-08\|12.09\|-4.73\|12.28\|12.72\|11.90\|155974;2026-06-09\|12.20\|0.91\|12.30\|12.30\|11.87\|115576;2026-06-10\|12.00\|-1.64\|12.19\|12.35\|11.88\|118473;2026-06-11\|12.04\|0.33\|11.91\|12.05\|11.72\|113026;2026-06-12\|11.88\|-1.08\|12.01\|12.22\|11.78\|121420;2026-06-15\|12.25\|3.11\|11.95\|12.26\|11.92\|126438;2026-06-16\|12.54\|2.37\|12.34\|12.79\|12.22\|154609;2026-06-17\|12.29\|-1.99\|12.42\|12.58\|12.25\|116824;2026-06-18\|12.08\|-1.71\|12.25\|12.27\|12.03\|108880;2026-06-22\|12.48\|3.31\|12.07\|12.49\|11.94\|174114;2026-06-23\|13.73\|10.02\|12.68\|13.73\|12.59\|280112;2026-06-24\|15.10\|9.98\|13.88\|15.10\|13.58\|705004;2026-06-25\|15.17\|0.46\|15.00\|15.73\|14.47\|574820;2026-06-26\|14.52\|-4.28\|15.02\|15.17\|14.33\|354583;2026-06-29\|13.70\|-5.65\|14.34\|14.85\|13.40\|326525;2026-06-30\|15.07\|10.00\|13.58\|15.07\|13.07\|346316;2026-07-01\|15.38\|2.06\|15.07\|15.74\|14.90\|441906;2026-07-02\|15.01\|-2.41\|14.90\|15.65\|14.77\|323904;2026-07-03\|15.63\|4.13\|15.00\|15.93\|14.91\|385297;2026-07-06\|16.71\|6.91\|15.63\|17.00\|15.18\|445504;2026-07-07\|16.90\|1.14\|15.99\|17.55\|15.15\|416904;2026-07-08\|15.21\|-10.00\|16.25\|16.90\|15.21\|321137;2026-07-09\|14.84\|-2.43\|14.80\|15.42\|14.16\|351895;2026-07-10\|14.78\|-0.40\|14.80\|15.90\|14.71\|294088;2026-07-13\|13.55\|-8.32\|15.20\|15.70\|13.37\|316352;2026-07-14\|13.31\|-1.77\|13.51\|13.58\|12.88\|213833;2026-07-15\|13.03\|-2.10\|13.17\|13.40\|12.90\|125123;2026-07-16\|12.23\|-6.14\|12.81\|13.00\|12.16\|173639
110712	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	电子特气龙头+存储上游+六氟化钨+央企行业原因： 6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。公司原因： 1、据2026年5月29日及5月14日公告，公司关注到媒体报道及市场传闻涉及日本六氟化钨供应商因原料问题计划减产，受钨相关物项出口管制及开采总量控制政策影响，上游钨原料供应趋紧，近期部分下游客户就六氟化钨产品与公司业务洽谈增加。 2、据2026年5月8日机构调研，公司当前六氟化钨年产能2000吨，产能利用率处于较高水平，产品纯度达6N级，已实现全球主要半导体厂商稳定供应；受下游存储芯片资本支出增长及AI驱动HBM需求拉动，预计需求将持续旺盛。 3、据2026年4月21日年报，公司是国内电子特种气体收入规模最大的企业，2024年集成电路电子特气领域销售收入全球第九、国内第一；已建有三氟化氮年产能18500吨、六氟化钨年产能2000吨，规模位居国内及世界前列。 4、公司最终控制人为国务院国有资产监督管理委员会。	公司电子特种气体产品及三氟甲磺酸主要用于集成电路、半导体照明等行业	2026-03-09\|44.14\|-3.05\|45.08\|45.10\|42.90\|70399;2026-03-10\|44.58\|1.00\|44.81\|45.15\|43.82\|58881;2026-03-11\|45.40\|1.84\|44.60\|46.55\|44.58\|72881;2026-03-12\|46.05\|1.43\|45.46\|46.88\|44.51\|106057;2026-03-13\|45.85\|-0.43\|46.51\|47.68\|44.65\|122281;2026-03-16\|44.56\|-2.81\|45.77\|46.52\|43.90\|103542;2026-03-17\|42.20\|-5.30\|44.61\|44.63\|42.20\|87986;2026-03-18\|42.12\|-0.19\|42.40\|42.50\|41.57\|48141;2026-03-19\|42.24\|0.28\|41.85\|43.88\|41.14\|87048;2026-03-20\|41.66\|-1.37\|41.90\|44.15\|41.50\|83560;2026-03-23\|42.08\|1.01\|41.12\|44.10\|41.08\|112671;2026-03-24\|41.11\|-2.31\|42.14\|42.50\|40.08\|88702;2026-03-25\|41.18\|0.17\|40.80\|41.94\|40.75\|59525;2026-03-26\|40.83\|-0.85\|41.17\|41.75\|40.66\|50992;2026-03-27\|42.58\|4.29\|40.80\|43.18\|40.57\|67635;2026-03-30\|43.84\|2.96\|42.60\|44.00\|42.26\|68642;2026-03-31\|42.56\|-2.92\|43.20\|43.59\|42.50\|50707;2026-04-01\|42.95\|0.92\|43.36\|43.51\|42.61\|31859;2026-04-02\|42.68\|-0.63\|42.53\|43.68\|42.26\|35447;2026-04-03\|51.22\|20.01\|46.46\|51.22\|45.46\|304820;2026-04-07\|53.27\|4.00\|51.98\|54.50\|50.98\|307308;2026-04-08\|54.47\|2.25\|52.81\|54.47\|50.70\|237180;2026-04-09\|57.51\|5.58\|54.47\|60.98\|54.01\|237275;2026-04-10\|60.45\|5.11\|58.66\|62.74\|58.66\|216085;2026-04-13\|60.83\|0.63\|61.05\|64.67\|59.80\|200704;2026-04-14\|61.11\|0.46\|60.84\|62.42\|59.20\|155178;2026-04-15\|60.14\|-1.59\|61.80\|62.41\|59.70\|137164;2026-04-16\|63.51\|5.60\|60.00\|66.00\|58.12\|203480;2026-04-17\|64.31\|1.26\|64.06\|66.52\|63.25\|162058;2026-04-20\|67.57\|5.07\|67.80\|69.45\|65.09\|199436;2026-04-21\|69.30\|2.56\|66.41\|71.08\|63.01\|271207;2026-04-22\|70.10\|1.15\|69.30\|74.07\|66.16\|257129;2026-04-23\|70.81\|1.01\|71.04\|73.74\|69.90\|210332;2026-04-24\|73.08\|3.21\|72.49\|78.92\|71.20\|253079;2026-04-27\|71.40\|-2.30\|73.50\|78.50\|71.17\|275625;2026-04-28\|74.02\|3.67\|71.90\|76.39\|69.65\|259458;2026-04-29\|76.11\|2.82\|73.46\|79.65\|72.80\|190375;2026-04-30\|80.35\|5.57\|79.38\|87.77\|78.34\|269395;2026-05-06\|77.25\|-3.86\|82.00\|82.50\|76.81\|275851;2026-05-07\|78.00\|0.97\|76.20\|80.06\|75.10\|199076;2026-05-08\|79.84\|2.36\|77.17\|81.80\|77.17\|169423;2026-05-11\|95.81\|20.00\|82.60\|95.81\|81.13\|278903;2026-05-12\|98.00\|2.29\|100.60\|101.90\|95.08\|266511;2026-05-13\|117.60\|20.00\|97.65\|117.60\|94.65\|297233;2026-05-14\|141.12\|20.00\|132.00\|141.12\|131.71\|269662;2026-05-15\|145.55\|3.14\|139.53\|151.00\|136.90\|324994;2026-05-18\|135.90\|-6.63\|141.36\|147.64\|131.00\|230016;2026-05-19\|126.13\|-7.19\|131.50\|134.88\|118.40\|209328;2026-05-20\|141.58\|12.25\|126.48\|149.49\|124.68\|247850;2026-05-21\|127.87\|-9.68\|140.00\|141.11\|127.51\|179804;2026-05-22\|130.72\|2.23\|129.30\|135.88\|129.30\|139769;2026-05-25\|134.33\|2.76\|131.00\|135.80\|122.00\|183330;2026-05-26\|142.00\|5.71\|131.10\|143.88\|128.00\|167082;2026-05-27\|155.00\|9.15\|144.00\|165.47\|139.00\|196034;2026-05-28\|174.66\|12.68\|154.00\|175.38\|154.00\|160524;2026-05-29\|174.66\|0.00\|182.00\|182.50\|164.01\|159838;2026-06-01\|169.99\|-2.67\|185.10\|198.66\|166.31\|206602;2026-06-02\|192.00\|12.95\|173.39\|196.58\|173.39\|232035;2026-06-03\|182.66\|-4.86\|192.00\|201.99\|178.77\|260398;2026-06-04\|219.19\|20.00\|199.59\|219.19\|193.90\|200213;2026-06-05\|231.11\|5.44\|229.00\|243.03\|219.14\|254626;2026-06-08\|252.18\|9.12\|231.00\|265.50\|230.68\|248539;2026-06-09\|250.82\|-0.54\|247.00\|262.96\|239.99\|178018;2026-06-10\|292.00\|16.42\|263.00\|298.90\|263.00\|177007;2026-06-11\|349.80\|19.79\|308.06\|349.80\|289.00\|209792;2026-06-12\|302.00\|-13.66\|327.00\|336.93\|279.88\|284423;2026-06-15\|318.30\|5.40\|310.00\|318.92\|280.04\|203330;2026-06-16\|323.00\|1.48\|326.00\|365.00\|318.50\|232170;2026-06-17\|339.70\|5.24\|310.00\|340.00\|300.33\|187377;2026-06-18\|364.00\|7.15\|332.00\|365.00\|323.36\|156310;2026-06-22\|389.99\|7.14\|368.00\|399.50\|366.00\|175441;2026-06-26\|385.60\|-1.13\|406.50\|416.99\|370.00\|182664;2026-06-29\|370.00\|-4.05\|365.15\|393.00\|312.19\|216063;2026-06-30\|349.99\|-5.41\|355.00\|363.00\|331.88\|153399;2026-07-01\|378.61\|8.18\|349.99\|386.00\|347.50\|149479;2026-07-02\|365.00\|-3.59\|353.00\|399.99\|350.13\|149993;2026-07-03\|330.14\|-9.55\|358.00\|369.91\|319.30\|130286;2026-07-06\|302.80\|-8.28\|335.00\|344.00\|301.06\|133450;2026-07-07\|315.99\|4.36\|290.00\|319.90\|280.59\|150212;2026-07-08\|331.00\|4.75\|313.00\|339.99\|309.00\|152598;2026-07-09\|363.60\|9.85\|344.00\|370.00\|328.60\|140176;2026-07-10\|293.99\|-19.14\|341.00\|352.99\|291.80\|198707;2026-07-13\|244.50\|-16.83\|285.00\|309.78\|237.33\|221513;2026-07-14\|248.34\|1.57\|239.00\|256.88\|222.00\|172314;2026-07-15\|250.35\|0.81\|251.57\|258.80\|233.33\|143135;2026-07-16\|255.00\|1.86\|240.00\|262.99\|231.50\|139979
110711	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	涨停揭秘：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-03-09\|87.91\|-4.61\|90.20\|90.59\|84.67\|146416;2026-03-10\|90.01\|2.39\|90.01\|90.80\|87.80\|111336;2026-03-11\|90.72\|0.79\|90.43\|92.85\|90.23\|105664;2026-03-12\|89.03\|-1.86\|89.99\|93.65\|87.81\|101936;2026-03-13\|89.17\|0.16\|88.01\|92.56\|87.04\|115345;2026-03-16\|90.10\|1.04\|89.18\|90.89\|86.20\|112054;2026-03-17\|86.80\|-3.66\|90.07\|90.66\|86.68\|100128;2026-03-18\|91.04\|4.88\|88.08\|92.13\|87.61\|175228;2026-03-19\|85.15\|-6.47\|89.38\|89.60\|84.50\|183428;2026-03-20\|83.06\|-2.45\|85.99\|86.13\|83.02\|101363;2026-03-23\|78.55\|-5.43\|81.01\|81.50\|78.00\|137044;2026-03-24\|78.95\|0.51\|79.74\|79.88\|76.25\|92949;2026-03-25\|82.72\|4.78\|80.57\|84.95\|80.35\|127267;2026-03-26\|80.93\|-2.16\|81.69\|82.97\|80.62\|72389;2026-03-27\|83.21\|2.82\|79.45\|83.92\|78.50\|80556;2026-03-30\|86.18\|3.57\|82.13\|86.90\|82.05\|119310;2026-03-31\|78.74\|-8.63\|84.43\|84.43\|78.70\|163004;2026-04-01\|79.56\|1.04\|81.50\|81.68\|78.61\|116761;2026-04-02\|77.23\|-2.93\|79.56\|80.00\|76.68\|87930;2026-04-03\|78.15\|1.19\|78.02\|80.12\|77.65\|85045;2026-04-07\|78.44\|0.37\|78.68\|79.97\|78.16\|68206;2026-04-08\|83.70\|6.71\|81.26\|83.80\|81.00\|116689;2026-04-09\|84.45\|0.90\|82.65\|85.78\|82.27\|103766;2026-04-10\|85.43\|1.16\|85.25\|86.66\|85.00\|96381;2026-04-13\|85.56\|0.15\|84.50\|86.30\|84.35\|76101;2026-04-14\|88.09\|2.96\|86.85\|88.64\|86.26\|121889;2026-04-15\|86.09\|-2.27\|88.96\|89.50\|85.60\|96891;2026-04-16\|86.12\|0.03\|85.99\|87.04\|84.80\|95919;2026-04-17\|85.90\|-0.26\|85.42\|86.59\|84.43\|90739;2026-04-20\|86.46\|0.65\|85.89\|87.88\|84.79\|102246;2026-04-21\|87.59\|1.31\|86.46\|88.70\|84.92\|104686;2026-04-22\|90.48\|3.30\|87.60\|91.39\|87.21\|133148;2026-04-23\|89.13\|-1.49\|92.00\|92.54\|87.50\|136139;2026-04-24\|89.10\|-0.03\|89.33\|91.00\|88.66\|100789;2026-04-27\|89.12\|0.02\|89.29\|91.42\|88.49\|150006;2026-04-28\|83.62\|-6.17\|83.00\|85.50\|80.50\|266528;2026-04-29\|83.94\|0.38\|83.29\|84.25\|80.25\|146127;2026-04-30\|84.71\|0.92\|85.54\|86.76\|84.45\|118647;2026-05-06\|90.21\|6.49\|87.55\|92.99\|87.55\|217313;2026-05-07\|92.08\|2.07\|91.13\|92.36\|89.83\|143758;2026-05-08\|88.86\|-3.50\|90.52\|90.98\|88.22\|130911;2026-05-11\|94.55\|6.40\|92.78\|97.00\|92.33\|268927;2026-05-12\|93.86\|-0.73\|96.00\|96.53\|92.57\|160399;2026-05-13\|103.25\|10.00\|91.99\|103.25\|91.35\|236592;2026-05-14\|106.90\|3.54\|107.00\|109.99\|104.50\|408573;2026-05-15\|107.46\|0.52\|108.97\|114.80\|106.14\|382605;2026-05-18\|114.19\|6.26\|117.14\|118.21\|113.01\|392406;2026-05-19\|115.96\|1.55\|112.97\|115.96\|107.44\|405614;2026-05-20\|120.56\|3.97\|116.13\|122.98\|116.00\|383040;2026-05-21\|113.90\|-5.52\|122.73\|125.00\|113.63\|425462;2026-05-22\|116.50\|2.28\|114.75\|118.18\|110.32\|345053;2026-05-25\|128.15\|10.00\|119.33\|128.15\|115.55\|393215;2026-05-26\|123.21\|-3.85\|125.54\|126.19\|119.60\|396234;2026-05-27\|118.41\|-3.90\|125.00\|127.48\|117.30\|306556;2026-05-28\|115.36\|-2.58\|114.82\|116.90\|110.94\|280206;2026-05-29\|107.67\|-6.67\|115.84\|117.60\|106.23\|301604;2026-06-01\|104.99\|-2.21\|108.00\|110.80\|104.59\|214901;2026-06-02\|109.63\|4.42\|104.87\|112.00\|103.40\|255249;2026-06-03\|113.80\|3.80\|110.19\|116.00\|110.10\|244695;2026-06-04\|117.78\|3.50\|111.50\|120.00\|111.48\|274044;2026-06-05\|115.00\|-2.36\|113.74\|119.09\|111.41\|258014;2026-06-08\|105.62\|-8.16\|107.66\|110.00\|104.70\|237896;2026-06-09\|111.41\|5.48\|108.79\|111.50\|105.81\|210295;2026-06-10\|122.55\|10.00\|107.95\|122.55\|107.10\|334547;2026-06-11\|134.81\|10.00\|126.22\|134.81\|124.00\|576461;2026-06-12\|132.99\|-1.35\|140.01\|144.50\|131.81\|663193;2026-06-15\|138.83\|4.39\|133.32\|138.88\|128.00\|406589;2026-06-16\|137.76\|-0.77\|137.45\|143.60\|135.05\|366139;2026-06-17\|147.92\|7.38\|137.00\|149.22\|136.00\|374932;2026-06-18\|150.16\|1.51\|146.44\|151.60\|143.85\|317760;2026-06-22\|165.18\|10.00\|152.86\|165.18\|152.86\|347296;2026-06-23\|157.32\|-4.76\|160.03\|167.80\|155.20\|351117;2026-06-24\|173.05\|10.00\|155.00\|173.05\|155.00\|325014;2026-06-25\|181.03\|4.61\|184.00\|186.50\|172.00\|407547;2026-06-26\|188.60\|4.18\|180.00\|195.20\|178.20\|355978;2026-06-29\|207.46\|10.00\|199.13\|207.46\|191.18\|416677;2026-06-30\|224.50\|8.21\|216.24\|228.10\|207.47\|447219;2026-07-01\|236.09\|5.16\|220.00\|246.44\|218.00\|449673;2026-07-02\|212.48\|-10.00\|216.00\|225.88\|212.48\|424821;2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959;2026-07-13\|189.02\|-8.76\|205.01\|209.31\|186.83\|344460;2026-07-14\|187.49\|-0.81\|192.80\|193.50\|174.58\|352871;2026-07-15\|171.30\|-8.64\|190.52\|194.88\|170.05\|304103;2026-07-16\|156.00\|-8.93\|167.44\|169.65\|154.17\|329345
110710	芝商所将推出算力期货市场	AI应用+AI算力+智算中心行业原因： 1、1月8日、1月9日，国产大模型企业智谱与MiniMax陆续正式在港交所主板挂牌上市，1月12日盘中市值均突破千亿港元。 2、据上证报，机构分析指出，以GEO和AI漫剧为代表的新应用形态，正在广告营销和内容生产两大领域催生全新的商业模式与市场空间。公司原因： 1、据2025年4月26日年报，公司全面推进“AI+算力”战略，拥有新一代人工智能算力中心整体解决方案，与头部科技企业深度合作，智算相关营收占比有效提升。 2、据2025年4月26日年报及2025年5月16日互动易，公司基于DeepSeek、百度智能云、豆包等大模型打造智能客服、投标大王等多款AI原生产品，已在金融、制造、能源、教育等行业实现商业化落地。	公司全面推进“AI+算力”战略，拥有新一代人工智能算力中心整体解决方案，并获头部科技企业智能计算ISV核心认证，为华为云软件认证合作伙伴、华为云服务合作伙伴和华为政企金牌合作伙伴	2026-03-09\|30.51\|2.62\|28.50\|32.60\|27.85\|3872354;2026-03-10\|31.83\|4.33\|30.51\|32.57\|29.68\|3705053;2026-03-11\|32.68\|2.67\|31.20\|34.31\|31.19\|4132930;2026-03-12\|31.77\|-2.78\|32.45\|33.50\|30.59\|3532342;2026-03-13\|28.59\|-10.01\|31.00\|31.00\|28.59\|2842279;2026-03-16\|28.48\|-0.38\|28.00\|29.80\|27.23\|2319186;2026-03-17\|26.60\|-6.60\|28.74\|28.86\|26.27\|2308995;2026-03-18\|27.50\|3.38\|26.52\|27.90\|26.26\|1957339;2026-03-19\|27.04\|-1.67\|26.51\|27.90\|26.50\|1553153;2026-03-20\|25.18\|-6.88\|27.20\|27.45\|25.17\|1890166;2026-03-23\|24.38\|-3.18\|24.68\|25.46\|24.15\|1447641;2026-03-24\|24.94\|2.30\|24.90\|25.00\|23.89\|1363165;2026-03-25\|25.60\|2.65\|24.96\|26.18\|24.96\|1535931;2026-03-26\|24.57\|-4.02\|25.40\|25.55\|24.37\|1218721;2026-03-27\|24.80\|0.94\|24.25\|24.80\|24.00\|921980;2026-03-30\|25.59\|3.19\|24.26\|25.75\|24.05\|1525825;2026-03-31\|24.81\|-3.05\|25.30\|26.17\|24.80\|1364017;2026-04-01\|26.47\|6.69\|25.40\|26.70\|25.37\|2205122;2026-04-02\|25.14\|-5.02\|25.90\|26.06\|24.90\|1577051;2026-04-03\|25.15\|0.04\|25.40\|25.65\|24.69\|1137876;2026-04-07\|25.60\|1.79\|25.16\|25.98\|24.97\|1096373;2026-04-08\|27.86\|8.83\|26.37\|28.16\|26.20\|2679640;2026-04-09\|27.35\|-1.83\|27.01\|27.80\|27.01\|1791099;2026-04-10\|27.06\|-1.06\|27.66\|28.06\|27.06\|1596247;2026-04-13\|26.76\|-1.11\|26.63\|27.29\|26.60\|1130939;2026-04-14\|27.32\|2.09\|27.20\|27.79\|27.00\|1624666;2026-04-15\|26.88\|-1.61\|27.55\|27.61\|26.80\|1381010;2026-04-16\|27.99\|4.13\|27.10\|28.17\|26.91\|2092139;2026-04-17\|28.94\|3.39\|27.78\|29.97\|27.60\|2514849;2026-04-20\|28.99\|0.17\|29.40\|29.88\|28.82\|2065206;2026-04-21\|27.90\|-3.76\|28.58\|28.85\|27.62\|1476441;2026-04-22\|28.73\|2.97\|27.93\|28.98\|27.14\|1912161;2026-04-23\|27.52\|-4.21\|28.43\|28.94\|27.41\|1461953;2026-04-24\|27.19\|-1.20\|27.12\|28.38\|26.01\|1713385;2026-04-27\|26.00\|-4.38\|26.90\|26.90\|26.00\|1344362;2026-04-28\|23.40\|-10.00\|23.42\|24.53\|23.40\|1209110;2026-04-29\|22.51\|-3.80\|21.82\|22.83\|21.82\|1464202;2026-04-30\|21.92\|-2.62\|22.31\|22.75\|21.68\|1126137;2026-05-06\|22.84\|4.20\|22.36\|23.16\|22.36\|1175036;2026-05-07\|23.55\|3.11\|22.98\|23.55\|22.78\|1094028;2026-05-08\|23.09\|-1.95\|23.26\|23.79\|23.08\|996858;2026-05-11\|22.84\|-1.08\|23.33\|23.57\|22.70\|1010607;2026-05-12\|22.32\|-2.28\|22.95\|23.00\|22.08\|826655;2026-05-13\|24.38\|9.23\|22.55\|24.55\|22.45\|2336896;2026-05-14\|23.02\|-5.58\|23.98\|24.28\|23.01\|1598111;2026-05-15\|22.94\|-0.35\|22.85\|23.50\|22.80\|945512;2026-05-18\|23.46\|2.27\|23.79\|23.82\|23.26\|856926;2026-05-19\|22.76\|-2.98\|23.00\|23.15\|22.10\|860214;2026-05-20\|22.24\|-2.28\|22.77\|23.14\|22.00\|811736;2026-05-21\|21.09\|-5.17\|22.32\|22.43\|20.76\|924653;2026-05-22\|21.25\|0.76\|21.09\|21.48\|20.34\|825005;2026-05-25\|20.94\|-1.46\|21.28\|21.47\|20.62\|709788;2026-05-26\|20.38\|-2.67\|20.70\|20.89\|20.06\|733339;2026-05-27\|19.43\|-4.66\|20.38\|20.38\|19.36\|795493;2026-05-28\|19.85\|2.16\|19.43\|19.96\|19.31\|666695;2026-05-29\|18.96\|-4.48\|20.25\|20.52\|18.75\|771151;2026-06-01\|19.01\|0.26\|19.03\|19.48\|18.75\|635478;2026-06-02\|18.63\|-2.00\|18.90\|18.99\|17.71\|789249;2026-06-03\|18.55\|-0.43\|18.42\|18.99\|18.31\|550659;2026-06-04\|18.06\|-2.64\|18.20\|18.39\|17.93\|469674;2026-06-05\|17.90\|-0.89\|18.03\|18.29\|17.57\|541853;2026-06-08\|17.11\|-4.41\|17.30\|17.82\|16.89\|538487;2026-06-09\|17.90\|4.62\|17.54\|18.10\|17.06\|698089;2026-06-10\|18.32\|2.35\|18.05\|19.10\|17.90\|1279008;2026-06-11\|17.23\|-5.95\|17.90\|17.99\|17.10\|776668;2026-06-12\|17.45\|1.28\|17.51\|17.77\|17.36\|649199;2026-06-15\|17.87\|2.41\|17.66\|17.91\|17.59\|483141;2026-06-16\|18.03\|0.90\|17.75\|18.15\|17.44\|577840;2026-06-17\|17.74\|-1.61\|17.80\|17.98\|17.60\|464124;2026-06-18\|17.92\|1.01\|17.77\|18.27\|17.51\|608261;2026-06-22\|19.30\|7.70\|17.93\|19.65\|17.92\|1485741;2026-06-23\|18.41\|-4.61\|19.11\|19.44\|18.30\|1027352;2026-06-24\|17.71\|-3.80\|18.01\|18.15\|17.24\|808759;2026-06-25\|16.88\|-4.69\|17.58\|17.73\|16.80\|829655;2026-06-26\|15.84\|-6.16\|16.82\|16.83\|15.83\|717563;2026-06-29\|15.47\|-2.34\|15.85\|15.99\|15.20\|558057;2026-06-30\|15.83\|2.33\|15.40\|16.06\|15.28\|492014;2026-07-01\|16.22\|2.46\|15.70\|16.50\|15.70\|602644;2026-07-02\|15.72\|-3.08\|16.00\|16.74\|15.70\|679270;2026-07-03\|15.49\|-1.46\|15.81\|15.93\|15.47\|450436;2026-07-06\|15.00\|-3.16\|15.27\|15.54\|14.85\|463301;2026-07-07\|14.37\|-4.20\|14.80\|15.07\|14.30\|451979;2026-07-08\|14.67\|2.09\|14.49\|15.32\|14.49\|654362;2026-07-09\|15.05\|2.59\|14.60\|15.10\|14.30\|707974;2026-07-10\|16.56\|10.03\|15.05\|16.56\|14.91\|1129457;2026-07-13\|15.71\|-5.13\|16.59\|16.93\|15.55\|1565639;2026-07-14\|14.95\|-4.84\|15.80\|15.99\|14.40\|992201;2026-07-15\|14.55\|-2.68\|14.35\|15.09\|14.35\|768673;2026-07-16\|14.29\|-1.79\|14.29\|15.05\|14.11\|670271
110709	芝商所将推出算力期货市场	算力租赁+智慧清洁机器人+一季报增长+承诺不减持行业原因： 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23日互动易，公司算力租赁业务经营正常，该业务所属的智云计算板块2025年度营收占总营收1.79%，对公司业绩影响较小。 2、据2026年6月2日互动易，公司智慧清洁机器人集群已形成全场景覆盖能力，产品已于27个省份、超60个城市实现规模化应用；据2026年5月13日机构调研，公司“蜂群”系统销量已突破百台，作业效率提升超50%。 3、据2026年4月28日公告及一季报，公司2026年一季度实现营收39.22亿元，同比增长23.23%；归母净利润2.14亿元，同比增长18.61%。 4、据2026年6月2日公告，公司控股股东宁波盈峰、实际控制人何剑锋及其一致行动人自愿承诺自2026年6月1日起12个月内不减持公司股份。	公司成立智算科技公司；一季度净利润同比增长18.61%	2026-03-09\|8.55\|3.76\|8.20\|8.68\|8.11\|568861;2026-03-10\|8.80\|2.92\|8.59\|8.85\|8.51\|498526;2026-03-11\|9.49\|7.84\|8.82\|9.68\|8.82\|1181899;2026-03-12\|9.30\|-2.00\|9.67\|9.70\|9.28\|762143;2026-03-13\|9.00\|-3.23\|9.32\|9.34\|8.97\|517046;2026-03-16\|8.85\|-1.67\|9.02\|9.10\|8.73\|462132;2026-03-17\|8.79\|-0.68\|8.88\|9.08\|8.78\|329898;2026-03-18\|8.76\|-0.34\|8.80\|8.84\|8.60\|319712;2026-03-19\|8.69\|-0.80\|8.68\|8.79\|8.52\|380413;2026-03-20\|8.44\|-2.88\|8.76\|8.87\|8.40\|401226;2026-03-23\|8.28\|-1.90\|8.25\|8.55\|8.16\|452797;2026-03-24\|8.63\|4.23\|8.39\|8.64\|8.25\|350298;2026-03-25\|9.00\|4.29\|8.71\|9.44\|8.71\|770411;2026-03-26\|8.95\|-0.56\|8.98\|9.17\|8.88\|429351;2026-03-27\|9.01\|0.67\|8.90\|9.12\|8.81\|446620;2026-03-30\|8.74\|-3.00\|8.91\|9.05\|8.70\|418461;2026-03-31\|8.51\|-2.63\|8.74\|9.20\|8.50\|615891;2026-04-01\|9.12\|7.17\|8.98\|9.36\|8.76\|2004974;2026-04-02\|9.31\|2.08\|9.03\|9.70\|9.01\|1405157;2026-04-03\|9.01\|-3.22\|9.26\|9.44\|8.85\|805053;2026-04-07\|9.19\|2.00\|9.11\|9.35\|8.88\|860695;2026-04-08\|9.37\|1.96\|9.45\|9.49\|9.06\|1040862;2026-04-09\|9.50\|1.39\|9.37\|9.74\|9.22\|737384;2026-04-10\|10.24\|7.79\|9.70\|10.45\|9.52\|2212262;2026-04-13\|10.63\|3.81\|10.45\|10.88\|10.23\|1790812;2026-04-14\|11.69\|9.97\|11.54\|11.69\|11.20\|2665083;2026-04-15\|11.88\|1.63\|12.18\|12.28\|11.44\|2862101;2026-04-16\|13.07\|10.02\|12.34\|13.07\|12.15\|1543648;2026-04-17\|14.00\|7.12\|14.01\|14.30\|13.31\|3539556;2026-04-20\|14.10\|0.71\|14.19\|14.58\|13.47\|2720602;2026-04-21\|13.45\|-4.61\|13.61\|13.71\|12.95\|2097957;2026-04-22\|13.65\|1.49\|13.21\|13.87\|12.30\|3130161;2026-04-23\|13.73\|0.59\|13.60\|14.10\|12.88\|2235601;2026-04-24\|12.95\|-5.68\|13.26\|13.40\|12.36\|2559783;2026-04-27\|12.89\|-0.46\|12.48\|13.05\|12.48\|1508955;2026-04-28\|14.18\|10.01\|13.00\|14.18\|12.90\|1978531;2026-04-29\|14.11\|-0.49\|13.70\|14.81\|13.40\|2961044;2026-04-30\|13.57\|-3.83\|14.23\|14.34\|13.35\|2062042;2026-05-06\|14.93\|10.02\|14.30\|14.93\|13.85\|2910878;2026-05-07\|16.42\|9.98\|15.23\|16.42\|14.74\|2882775;2026-05-08\|16.30\|-0.73\|16.30\|17.09\|15.89\|3038849;2026-05-11\|14.83\|-9.02\|15.90\|16.24\|14.70\|3359702;2026-05-12\|13.85\|-6.61\|15.45\|15.50\|13.72\|3172639;2026-05-13\|15.07\|8.81\|13.45\|15.24\|12.91\|4006861;2026-05-14\|14.25\|-5.44\|14.91\|15.51\|14.17\|3047800;2026-05-15\|13.23\|-7.16\|14.25\|14.40\|13.19\|2155043;2026-05-18\|13.10\|-0.98\|13.21\|13.50\|12.88\|1760872;2026-05-19\|13.33\|1.76\|12.98\|13.43\|12.67\|1430497;2026-05-20\|13.08\|-1.88\|13.13\|13.63\|12.92\|1245051;2026-05-21\|12.05\|-7.87\|13.15\|13.20\|11.93\|1803055;2026-05-22\|12.98\|7.72\|12.27\|13.08\|12.00\|2163031;2026-05-25\|12.92\|-0.46\|13.30\|13.45\|12.55\|1776763;2026-05-26\|11.78\|-8.82\|12.51\|12.66\|11.63\|2021745;2026-05-27\|10.97\|-6.88\|11.64\|11.80\|10.85\|1994698;2026-05-28\|11.11\|1.28\|11.11\|11.55\|10.91\|1195442;2026-05-29\|10.69\|-3.78\|11.20\|11.49\|10.39\|1119893;2026-06-01\|10.40\|-2.71\|10.64\|10.84\|10.26\|940877;2026-06-02\|10.83\|4.13\|11.00\|11.25\|10.69\|1605582;2026-06-03\|11.09\|2.40\|10.77\|11.64\|10.44\|1734625;2026-06-04\|11.06\|-0.27\|10.99\|11.15\|10.82\|980273;2026-06-05\|10.60\|-4.16\|10.95\|10.95\|10.50\|1030367;2026-06-08\|10.17\|-4.06\|10.08\|10.66\|10.01\|919251;2026-06-09\|10.21\|0.39\|10.37\|10.47\|10.00\|720058;2026-06-10\|10.08\|-1.27\|10.04\|10.30\|9.63\|1052152;2026-06-11\|9.84\|-2.38\|10.05\|10.07\|9.71\|779342;2026-06-12\|9.85\|0.10\|9.90\|10.23\|9.70\|949047;2026-06-15\|10.34\|4.97\|9.95\|10.34\|9.90\|1038896;2026-06-16\|10.35\|0.10\|10.24\|10.50\|10.15\|819175;2026-06-17\|10.25\|-0.97\|10.26\|10.78\|10.03\|1291962;2026-06-18\|10.20\|-0.49\|10.34\|10.65\|10.15\|1352802;2026-06-22\|10.45\|2.45\|10.40\|10.59\|9.89\|1312487;2026-06-23\|10.02\|-4.11\|10.50\|10.50\|9.96\|1094966;2026-06-24\|11.02\|9.98\|9.94\|11.02\|9.91\|1623198;2026-06-25\|11.81\|7.17\|11.26\|12.12\|11.25\|3037170;2026-06-26\|10.63\|-9.99\|11.51\|11.56\|10.63\|1601848;2026-06-29\|9.57\|-9.97\|10.65\|10.89\|9.57\|2395521;2026-06-30\|10.53\|10.03\|9.65\|10.53\|9.53\|1308156;2026-07-01\|10.26\|-2.56\|10.60\|10.68\|9.99\|1700557;2026-07-02\|10.25\|-0.10\|10.05\|10.85\|10.00\|1264151;2026-07-03\|10.48\|2.24\|10.35\|10.77\|10.20\|984508;2026-07-06\|10.12\|-3.44\|10.54\|10.77\|9.95\|914018;2026-07-07\|9.65\|-4.64\|10.11\|10.33\|9.62\|769235;2026-07-08\|9.35\|-3.11\|9.67\|9.79\|9.32\|676721;2026-07-09\|9.20\|-1.60\|9.31\|9.53\|8.77\|957512;2026-07-10\|9.08\|-1.30\|9.18\|9.50\|9.05\|775926;2026-07-13\|8.23\|-8.04\|9.00\|9.06\|8.14\|904466;2026-07-14\|8.26\|0.36\|8.30\|8.48\|7.96\|656916;2026-07-15\|8.08\|-2.18\|8.30\|8.48\|7.97\|648416;2026-07-16\|8.04\|-0.49\|8.00\|8.44\|7.97\|741664

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