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
116994	中国电信高性能服务器2026-2027年集采项目评审结果出炉	AI智算+装配式建筑+集成吊顶 1、据2026年6月5日投资者关系记录，公司新业务服务于AI智算行业，专注于满足客户算力调度、存算协同等需求，其控股子公司天枢星通负责的全域超链接算力调度平台项目已取得主管部门备案批复及电信业务许可，但目前尚未产生营业收入和利润。 2、据2026年6月11日异常波动公告，公司主营业务为集成吊顶、集成墙面等产品的研发、生产和销售，产品主要应用于建筑室内装修、装饰，主营业务未发生重大变化。 3、据2026年4月28日年报，公司为集成吊顶和装配式内装行业领先企业，参与制定15项行业标准，并聚焦存量房焕新、老旧小区改造等场景，加快模块化、快装化产品的研发，推动公司向装配式建装解决方案服务商转型。	设立全资子公司北宸星穹，服务于AI智算行业，满足客户算力调度、存算协同及推理响应需求	2026-05-11\|95.16\|-3.62\|98.73\|99.95\|95.04\|26882;2026-05-12\|92.77\|-2.51\|95.33\|95.36\|92.51\|20991;2026-05-13\|92.25\|-0.56\|93.29\|93.40\|91.28\|14599;2026-05-14\|89.79\|-2.67\|92.13\|92.15\|88.90\|24135;2026-05-15\|89.00\|-0.88\|89.76\|91.80\|88.21\|17780;2026-05-18\|97.90\|10.00\|89.00\|97.90\|88.38\|37359;2026-05-19\|104.38\|6.62\|99.80\|107.69\|97.90\|61858;2026-05-20\|102.94\|-1.38\|106.47\|107.38\|101.25\|33483;2026-05-21\|98.65\|-4.17\|102.80\|105.50\|97.90\|24481;2026-05-22\|99.00\|0.35\|99.15\|99.94\|94.81\|25707;2026-05-25\|97.10\|-1.92\|100.50\|101.80\|95.00\|19458;2026-05-26\|95.90\|-1.24\|96.96\|97.08\|93.50\|14208;2026-05-27\|97.74\|1.92\|95.38\|105.49\|95.38\|46749;2026-05-28\|93.58\|-4.26\|98.10\|98.94\|90.81\|33971;2026-05-29\|92.12\|-1.56\|94.53\|96.55\|92.00\|18875;2026-06-01\|92.95\|0.90\|92.12\|95.48\|89.61\|15329;2026-06-02\|92.93\|-0.02\|93.10\|93.22\|90.66\|10744;2026-06-03\|91.97\|-1.03\|92.74\|94.42\|90.62\|12921;2026-06-04\|91.48\|-0.53\|92.21\|93.80\|90.01\|13052;2026-06-05\|98.28\|7.43\|93.04\|99.88\|91.30\|38244;2026-06-08\|96.33\|-1.98\|95.48\|102.00\|93.50\|34725;2026-06-09\|105.96\|10.00\|97.29\|105.96\|92.86\|48189;2026-06-10\|116.56\|10.00\|109.95\|116.56\|109.10\|41823;2026-06-11\|126.99\|8.95\|118.00\|128.22\|118.00\|99367;2026-06-12\|130.01\|2.38\|130.05\|136.60\|124.47\|82739;2026-06-15\|134.20\|3.22\|129.04\|135.99\|122.50\|60877;2026-06-16\|132.26\|-1.45\|133.50\|143.90\|128.96\|63952;2026-06-17\|131.10\|-0.88\|135.30\|140.60\|130.56\|37958;2026-06-18\|132.09\|0.76\|137.65\|137.65\|124.66\|50886;2026-06-22\|128.00\|-3.10\|132.27\|132.67\|126.13\|39063;2026-06-23\|123.00\|-3.91\|128.88\|131.00\|121.39\|36404;2026-06-24\|122.00\|-0.81\|120.81\|125.00\|120.01\|25977;2026-06-25\|134.20\|10.00\|122.08\|134.20\|122.08\|33871;2026-06-26\|128.68\|-4.11\|139.29\|140.95\|128.35\|36656;2026-06-29\|125.40\|-2.55\|128.53\|131.55\|120.12\|41241;2026-06-30\|112.86\|-10.00\|125.50\|126.98\|112.86\|67424;2026-07-01\|109.88\|-2.64\|114.77\|115.00\|109.11\|25069;2026-07-02\|107.30\|-2.35\|107.70\|114.33\|107.08\|28194;2026-07-03\|104.00\|-3.08\|109.91\|109.91\|103.62\|23657;2026-07-06\|97.52\|-6.23\|104.04\|105.15\|96.67\|19721;2026-07-07\|94.73\|-2.86\|98.11\|98.96\|91.27\|21085;2026-07-08\|89.78\|-5.23\|94.41\|95.97\|89.01\|18416;2026-07-09\|91.71\|2.15\|90.10\|92.19\|85.50\|21244;2026-07-10\|90.78\|-1.01\|91.10\|93.30\|89.40\|17094;2026-07-13\|83.91\|-7.57\|90.64\|90.82\|83.04\|28415;2026-07-14\|87.15\|3.86\|84.70\|87.80\|81.87\|18304;2026-07-15\|87.25\|0.11\|88.89\|89.23\|85.93\|14800;2026-07-16\|84.77\|-2.84\|88.09\|89.67\|84.00\|25465;2026-07-17\|76.66\|-9.57\|85.73\|86.12\|76.40\|20706;2026-07-20\|72.00\|-6.08\|77.36\|79.83\|71.38\|28793;2026-07-21\|79.20\|10.00\|73.11\|79.20\|66.33\|30973;2026-07-22\|78.83\|-0.47\|80.00\|82.88\|77.75\|27740;2026-07-23\|79.22\|0.49\|79.61\|81.00\|77.36\|16773;2026-07-24\|78.22\|-1.26\|80.00\|80.01\|77.02\|14959;2026-07-27\|79.22\|1.28\|77.50\|79.55\|76.35\|15108;2026-07-28\|74.98\|-5.35\|78.60\|79.83\|74.34\|12787;2026-07-29\|72.74\|-2.99\|75.12\|75.12\|71.03\|14100;2026-07-30\|66.66\|-8.36\|72.44\|73.00\|66.66\|17627;2026-07-31\|73.33\|10.01\|68.89\|73.33\|68.89\|17691;2026-08-03\|68.15\|-7.06\|73.33\|73.57\|67.46\|22744;2026-08-04\|71.07\|4.28\|68.17\|71.98\|67.61\|18436;2026-08-05\|75.92\|6.82\|71.08\|76.36\|70.62\|22483;2026-08-06\|80.71\|6.31\|75.00\|82.06\|74.52\|29667;2026-08-07\|80.30\|-0.51\|80.29\|81.58\|77.81\|19401;2026-08-10\|78.08\|-2.76\|80.71\|80.91\|76.28\|15659;2026-08-11\|77.50\|-0.74\|77.75\|78.70\|75.00\|9919;2026-08-12\|78.63\|1.46\|77.73\|80.34\|77.00\|13078;2026-08-13\|76.81\|-2.31\|79.60\|81.00\|76.71\|11881;2026-08-14\|78.38\|2.04\|77.35\|78.39\|75.66\|11771;2026-08-17\|80.83\|3.13\|78.40\|80.88\|77.95\|13432;2026-08-18\|84.57\|4.63\|80.50\|85.43\|80.10\|26432;2026-08-19\|76.11\|-10.00\|82.72\|84.00\|76.11\|21183;2026-08-20\|75.05\|-1.39\|75.35\|76.86\|73.72\|13874;2026-08-21\|76.16\|1.48\|74.00\|76.67\|73.55\|8551;2026-08-24\|75.14\|-1.34\|76.40\|76.40\|73.27\|9835;2026-08-25\|73.90\|-1.65\|73.20\|74.84\|72.08\|9861;2026-08-26\|74.54\|0.87\|74.25\|75.79\|73.18\|8231;2026-08-27\|76.07\|2.05\|74.79\|77.42\|74.32\|9221;2026-08-28\|75.47\|-0.79\|76.07\|77.20\|74.84\|8258;2026-08-31\|79.30\|5.07\|74.94\|79.70\|73.88\|13440;2026-09-01\|77.89\|-1.78\|78.85\|78.88\|76.40\|9397;2026-09-02\|78.11\|0.28\|77.12\|78.90\|76.11\|9261;2026-09-03\|79.38\|1.63\|78.85\|80.85\|77.78\|11856;2026-09-04\|77.50\|-2.37\|80.40\|80.40\|77.03\|12189;2026-09-07\|77.46\|-0.05\|77.56\|79.00\|76.30\|9137;2026-09-08\|77.76\|0.39\|77.00\|79.98\|76.60\|8852;2026-09-09\|78.18\|0.54\|77.76\|80.00\|77.46\|7437;2026-09-10\|76.43\|-2.24\|78.20\|78.81\|76.23\|6250;2026-09-11\|75.71\|-0.94\|76.43\|76.60\|73.50\|8503;2026-09-14\|74.10\|-2.13\|74.79\|75.00\|73.21\|7198
116993	中国电信高性能服务器2026-2027年集采项目评审结果出炉	业绩高增+算力租赁+半导体材料行业原因：据财闻，阿里云、腾讯云、百度智能云等头部云厂商近期相继上调AI算力产品价格，涨幅普遍在5%至50%之间。海外H100 GPU租赁价格5个月内上涨40%，全行业进入量价齐升的高景气周期。公司原因： 1、据公司2025年年报，公司2025年营收34.52亿元、净利3.09亿元，同比增30.45%、52.59%；2026Q1营收10.16亿元、净利1.43亿元，同比增28.01%、42.06%，味精市占率领先，松茸鲜、酱油等战略大单品放量。 2、据公司2025年年报，子公司莲花科创4月9日以9,250.57万元受让纽菲斯46%股权，布局电子绝缘积层胶膜，延伸半导体材料产业链。 3、据公司2025年年报，在算力业务方面，公司在原有toB服务基础上，积极拓展toC市场，与算力芯片厂商、模型商合作推出“token工厂”模式，面向C端客户提供灵活、高性价比的算力服务。同时，公司持续加大AIAgent及Skills的研发投入，结合AI智能终端硬件，打造面向C端客户的应用场景 4、据公司2025年年报，公司“消费+AI科技”双轮驱动，莲花紫星2025年算力服务收入1.22亿元、同比增51.13%，已部署智算中心并拓展金融、医疗等行业客户。	1、国内在产味精生产商历史最悠久的企业，一季度净利润增长42%； 2、公司将以莲花科创为项目实施主体，积极引入行业实力战略合作伙伴，开展智能计算中心项目合作，在国内主要的算力节点，建设智算中心，高效推动算力租赁业务落地	2026-05-11\|10.30\|-1.90\|10.50\|10.67\|9.80\|3447625;2026-05-12\|9.99\|-3.01\|10.15\|10.21\|9.81\|2231384;2026-05-13\|10.72\|7.31\|9.85\|10.85\|9.80\|3208937;2026-05-14\|10.54\|-1.68\|10.82\|11.13\|10.25\|2659825;2026-05-15\|10.34\|-1.90\|10.33\|10.84\|10.28\|2139465;2026-05-18\|10.51\|1.64\|10.36\|10.63\|10.06\|2161129;2026-05-19\|11.56\|9.99\|10.59\|11.56\|10.11\|3801553;2026-05-20\|11.03\|-4.58\|11.60\|11.85\|10.95\|3220014;2026-05-21\|10.68\|-3.17\|11.01\|11.49\|10.45\|2776940;2026-05-22\|11.75\|10.02\|10.90\|11.75\|10.86\|2206096;2026-05-25\|12.93\|10.04\|12.05\|12.93\|12.04\|2522410;2026-05-26\|13.19\|2.01\|12.99\|13.70\|12.81\|3987848;2026-05-27\|11.87\|-10.01\|13.19\|13.23\|11.87\|2101580;2026-05-28\|10.95\|-7.75\|11.31\|11.55\|10.68\|3952472;2026-05-29\|10.15\|-7.31\|10.80\|11.03\|10.02\|2545786;2026-06-01\|9.84\|-3.05\|10.00\|10.79\|9.77\|2442938;2026-06-02\|9.64\|-2.03\|9.69\|10.03\|9.09\|2590740;2026-06-03\|9.55\|-0.93\|9.46\|10.04\|9.40\|1819509;2026-06-04\|9.47\|-0.84\|9.41\|9.59\|9.22\|1545447;2026-06-05\|10.13\|6.97\|9.51\|10.30\|9.17\|3332113;2026-06-08\|10.49\|3.55\|9.68\|10.70\|9.62\|3325287;2026-06-09\|11.54\|10.01\|10.48\|11.54\|10.25\|4106870;2026-06-10\|11.62\|0.69\|11.15\|11.80\|10.88\|3363927;2026-06-11\|12.63\|8.69\|11.30\|12.76\|11.30\|3622486;2026-06-12\|11.57\|-8.39\|12.35\|12.95\|11.54\|3312389;2026-06-15\|12.12\|4.75\|11.60\|12.20\|11.15\|3008177;2026-06-16\|13.33\|9.98\|12.10\|13.33\|11.87\|2759662;2026-06-17\|14.66\|9.98\|13.57\|14.66\|13.54\|2080088;2026-06-18\|14.28\|-2.59\|14.89\|15.50\|14.07\|3536446;2026-06-22\|14.40\|0.84\|14.55\|15.70\|13.92\|2931682;2026-06-23\|14.37\|-0.21\|15.02\|15.06\|13.96\|2807592;2026-06-24\|14.18\|-1.32\|13.98\|14.64\|13.36\|2534826;2026-06-25\|15.60\|10.01\|14.20\|15.60\|14.20\|1585048;2026-06-26\|14.30\|-8.33\|15.75\|15.93\|14.10\|2806805;2026-06-29\|13.32\|-6.85\|14.14\|14.58\|13.25\|2236804;2026-06-30\|14.00\|5.11\|13.35\|14.20\|12.97\|1765133;2026-07-01\|12.97\|-7.36\|14.00\|14.35\|12.83\|2074686;2026-07-02\|12.25\|-5.55\|12.50\|13.02\|12.20\|1863301;2026-07-03\|11.82\|-3.51\|12.25\|12.38\|11.81\|1683773;2026-07-06\|11.54\|-2.37\|12.06\|12.23\|11.47\|1308897;2026-07-07\|11.10\|-3.81\|11.60\|11.88\|11.00\|1296792;2026-07-08\|10.89\|-1.89\|11.20\|11.45\|10.69\|1300125;2026-07-09\|11.00\|1.01\|10.93\|11.24\|10.51\|1440420;2026-07-10\|10.92\|-0.73\|11.00\|11.51\|10.88\|1834704;2026-07-13\|11.05\|1.19\|10.70\|11.48\|10.66\|2467815;2026-07-14\|9.95\|-9.95\|10.70\|10.71\|9.95\|466793;2026-07-15\|10.25\|3.02\|9.30\|10.95\|9.30\|2734814;2026-07-16\|9.92\|-3.22\|9.94\|10.40\|9.80\|1682109;2026-07-17\|8.93\|-9.98\|9.82\|9.87\|8.93\|1827368;2026-07-20\|8.14\|-8.85\|9.10\|9.39\|8.04\|2311746;2026-07-21\|8.61\|5.77\|8.30\|8.63\|7.51\|2253909;2026-07-22\|8.56\|-0.58\|8.51\|8.89\|8.45\|1602137;2026-07-23\|8.71\|1.75\|8.57\|8.95\|8.50\|1486582;2026-07-24\|8.48\|-2.64\|8.51\|8.73\|8.40\|962892;2026-07-27\|8.83\|4.13\|8.38\|8.84\|8.30\|1206454;2026-07-28\|8.56\|-3.06\|8.80\|9.08\|8.50\|1283470;2026-07-29\|8.39\|-1.99\|8.59\|8.63\|8.13\|1283378;2026-07-30\|7.78\|-7.27\|8.40\|8.58\|7.68\|1642102;2026-07-31\|8.13\|4.50\|8.21\|8.48\|8.12\|1878967;2026-08-03\|8.36\|2.83\|8.17\|8.63\|8.05\|1907538;2026-08-04\|9.20\|10.05\|8.45\|9.20\|8.45\|1892891;2026-08-05\|9.58\|4.13\|9.25\|9.70\|9.15\|3311138;2026-08-06\|9.68\|1.04\|9.48\|9.83\|9.40\|2419217;2026-08-07\|9.89\|2.17\|9.65\|9.99\|9.33\|2290558;2026-08-10\|10.88\|10.01\|10.28\|10.88\|9.81\|2803378;2026-08-11\|10.61\|-2.48\|10.87\|11.15\|10.47\|3160931;2026-08-12\|11.45\|7.92\|10.82\|11.55\|10.45\|3518065;2026-08-13\|10.93\|-4.54\|11.60\|12.19\|10.87\|3736171;2026-08-14\|12.02\|9.97\|10.93\|12.02\|10.75\|3020837;2026-08-17\|13.13\|9.23\|12.62\|13.22\|12.34\|5030257;2026-08-18\|12.90\|-1.75\|13.07\|13.38\|12.57\|3586018;2026-08-19\|11.61\|-10.00\|12.32\|12.68\|11.61\|2429881;2026-08-20\|11.02\|-5.08\|11.56\|11.72\|10.92\|2413565;2026-08-21\|11.62\|5.44\|11.02\|11.71\|10.94\|2781678;2026-08-24\|11.33\|-2.50\|11.50\|11.70\|11.04\|1719018;2026-08-25\|11.55\|1.94\|10.99\|11.70\|10.80\|1925810;2026-08-26\|11.35\|-1.73\|11.55\|11.80\|11.15\|1497546;2026-08-27\|11.69\|3.00\|11.42\|11.82\|11.32\|1944317;2026-08-28\|11.94\|2.14\|11.71\|12.38\|11.69\|2719716;2026-08-31\|11.57\|-3.10\|11.71\|12.08\|11.43\|2165779;2026-09-01\|11.63\|0.52\|11.69\|12.16\|11.37\|2345789;2026-09-02\|11.86\|1.98\|11.22\|12.16\|11.01\|2893822;2026-09-03\|12.38\|4.38\|11.87\|12.50\|11.76\|3309549;2026-09-04\|11.88\|-4.04\|12.30\|12.33\|11.45\|2804656;2026-09-07\|12.55\|5.64\|11.69\|12.72\|11.42\|2990127;2026-09-08\|12.39\|-1.27\|12.40\|12.74\|12.18\|2452679;2026-09-09\|12.03\|-2.91\|12.40\|12.58\|12.02\|1938858;2026-09-10\|11.79\|-2.00\|11.76\|12.10\|11.32\|1794075;2026-09-11\|11.98\|1.61\|11.48\|12.28\|11.43\|2056199;2026-09-14\|13.18\|10.02\|11.70\|13.18\|11.53\|2853636
116992	中国电信高性能服务器2026-2027年集采项目评审结果出炉	算力合作+存储芯片+人形机器人行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月27日公告，公司全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元；据2026年6月3日互动易，公司正积极推进协议落地交付工作。 2、据2026年6月4日互动易，公司收购的NAO人形机器人在教育、科研领域的全球部署量超2万台，目前正全力推出新一代NAO系列产品，并推出适用于教育、康复、老人陪护等场景的机器人及机器人潮玩系列产品。 3、据2025年1月15日及2024年12月12日互动易，公司参股的苏州亿铸智能科技是一家将新型存储器ReRAM与存算一体架构相结合的大算力AI芯片公司。	1、公司参股的苏州亿铸智能科技有限公司是一家将新型存储器ReRAM及存算一体创新计算架构相结合，面向数据中心、云计算等场景的大算力AI芯片公司； 2、人工智能智慧口岸应用领域领先企业之一，已建立了机器人产品线，包括室内/外巡检机器人、协作机器人、车底查验机器人、测温机器人、协运机器人等	2026-05-11\|60.02\|-4.35\|62.75\|63.20\|59.79\|166712;2026-05-12\|59.00\|-1.70\|61.00\|62.55\|58.50\|149373;2026-05-13\|63.10\|6.95\|58.80\|64.25\|57.05\|236401;2026-05-14\|69.41\|10.00\|64.23\|69.41\|63.12\|233401;2026-05-15\|69.49\|0.12\|69.88\|70.80\|65.06\|211543;2026-05-18\|63.70\|-8.33\|68.00\|68.66\|63.30\|179144;2026-05-19\|62.52\|-1.85\|64.30\|65.20\|60.88\|136797;2026-05-20\|62.22\|-0.48\|62.54\|63.36\|60.66\|98194;2026-05-21\|61.30\|-1.32\|62.45\|66.56\|61.02\|163398;2026-05-22\|63.53\|3.64\|61.80\|64.45\|60.93\|135561;2026-05-25\|59.39\|-6.52\|62.90\|63.48\|58.01\|160343;2026-05-26\|57.40\|-3.35\|59.40\|59.50\|56.27\|105434;2026-05-27\|52.31\|-8.87\|59.52\|60.08\|51.66\|220800;2026-05-28\|51.70\|-1.17\|50.99\|52.25\|49.16\|158152;2026-05-29\|46.53\|-10.00\|51.70\|52.00\|46.53\|152703;2026-06-01\|48.47\|4.17\|47.00\|49.78\|46.31\|120039;2026-06-02\|47.22\|-2.58\|48.47\|48.75\|46.66\|72081;2026-06-03\|47.89\|1.42\|47.22\|48.34\|46.00\|84155;2026-06-04\|47.26\|-1.32\|47.40\|48.26\|46.60\|58429;2026-06-05\|46.77\|-1.04\|47.12\|47.59\|45.71\|63447;2026-06-08\|45.15\|-3.46\|44.44\|46.55\|44.31\|57252;2026-06-09\|45.06\|-0.20\|46.05\|46.36\|44.50\|42965;2026-06-10\|44.32\|-1.64\|44.44\|44.99\|43.71\|39754;2026-06-11\|43.27\|-2.37\|43.77\|44.05\|42.50\|45572;2026-06-12\|44.96\|3.91\|43.41\|45.84\|43.29\|62114;2026-06-15\|49.46\|10.01\|45.50\|49.46\|45.01\|78703;2026-06-16\|54.41\|10.01\|52.52\|54.41\|52.52\|87290;2026-06-17\|53.84\|-1.05\|55.93\|56.50\|53.53\|179676;2026-06-18\|55.78\|3.60\|55.02\|59.22\|55.02\|175966;2026-06-22\|59.02\|5.81\|58.37\|59.75\|55.90\|203109;2026-06-23\|60.00\|1.66\|58.80\|61.64\|58.31\|137985;2026-06-24\|66.00\|10.00\|58.82\|66.00\|58.31\|168574;2026-06-25\|72.60\|10.00\|70.68\|72.60\|66.15\|86629;2026-06-26\|75.20\|3.58\|72.27\|77.88\|72.27\|274186;2026-06-29\|74.20\|-1.33\|75.13\|76.78\|72.00\|156991;2026-06-30\|79.00\|6.47\|75.11\|81.62\|74.78\|150232;2026-07-01\|78.30\|-0.89\|77.90\|81.03\|76.05\|141431;2026-07-02\|71.89\|-8.19\|75.50\|78.00\|71.34\|140044;2026-07-03\|70.85\|-1.45\|71.89\|75.39\|70.04\|102744;2026-07-06\|71.51\|0.93\|72.15\|74.80\|70.55\|105830;2026-07-07\|66.52\|-6.98\|71.00\|71.51\|65.87\|101162;2026-07-08\|69.79\|4.92\|68.70\|72.00\|65.19\|134658;2026-07-09\|62.81\|-10.00\|66.97\|67.00\|62.81\|98410;2026-07-10\|58.96\|-6.13\|60.53\|64.60\|58.96\|216290;2026-07-13\|59.01\|0.08\|58.98\|63.13\|57.80\|150033;2026-07-14\|58.50\|-0.86\|59.64\|61.49\|56.00\|108564;2026-07-15\|55.20\|-5.64\|59.09\|59.15\|54.70\|77918;2026-07-16\|54.75\|-0.82\|54.63\|57.44\|53.50\|88878;2026-07-17\|49.28\|-9.99\|54.89\|54.89\|49.28\|99116;2026-07-20\|48.34\|-1.91\|50.78\|54.10\|46.92\|115598;2026-07-21\|49.57\|2.54\|48.00\|49.74\|43.51\|125424;2026-07-22\|48.67\|-1.82\|48.73\|50.36\|48.06\|87401;2026-07-23\|49.63\|1.97\|49.00\|51.11\|48.10\|93554;2026-07-24\|46.76\|-5.78\|48.50\|49.54\|46.59\|71179;2026-07-27\|47.48\|1.54\|46.45\|47.50\|44.85\|73108;2026-07-28\|45.07\|-5.08\|47.32\|48.15\|44.73\|63583;2026-07-29\|41.95\|-6.92\|45.06\|45.08\|40.88\|92849;2026-07-30\|37.76\|-9.99\|41.79\|42.48\|37.76\|94833;2026-07-31\|40.64\|7.63\|40.00\|41.54\|38.86\|146187;2026-08-03\|40.74\|0.25\|40.36\|42.00\|39.80\|125217;2026-08-04\|44.81\|9.99\|41.40\|44.81\|41.35\|61635;2026-08-05\|49.29\|10.00\|47.95\|49.29\|46.03\|177689;2026-08-06\|49.22\|-0.14\|48.79\|51.50\|48.03\|225577;2026-08-07\|52.82\|7.31\|49.45\|54.14\|48.77\|227912;2026-08-10\|56.76\|7.46\|52.83\|57.00\|52.12\|213173;2026-08-11\|52.17\|-8.09\|55.00\|55.59\|51.50\|193943;2026-08-12\|53.49\|2.53\|53.02\|56.50\|53.02\|163335;2026-08-13\|53.45\|-0.07\|55.07\|56.75\|53.41\|162353;2026-08-14\|53.05\|-0.75\|53.07\|53.45\|51.76\|157484;2026-08-17\|56.61\|6.71\|52.90\|56.84\|52.90\|140116;2026-08-18\|55.71\|-1.59\|56.65\|56.92\|54.37\|117866;2026-08-19\|50.42\|-9.50\|54.50\|54.50\|50.15\|116095;2026-08-20\|50.50\|0.16\|50.50\|51.90\|49.55\|93186;2026-08-21\|50.05\|-0.89\|50.20\|51.46\|49.10\|77646;2026-08-24\|47.70\|-4.70\|50.20\|50.23\|46.23\|99574;2026-08-25\|47.57\|-0.27\|47.00\|48.18\|45.47\|68302;2026-08-26\|46.59\|-2.06\|47.61\|48.02\|45.58\|64600;2026-08-27\|48.27\|3.61\|46.87\|48.49\|46.84\|75895;2026-08-28\|46.80\|-3.05\|48.28\|49.74\|46.80\|85177;2026-08-31\|49.04\|4.79\|46.50\|49.08\|45.62\|84147;2026-09-01\|47.41\|-3.32\|48.84\|49.29\|47.07\|66904;2026-09-02\|47.38\|-0.06\|46.55\|47.99\|46.35\|51115;2026-09-03\|48.04\|1.39\|48.00\|48.73\|47.22\|63381;2026-09-04\|46.76\|-2.66\|48.28\|49.37\|46.32\|69164;2026-09-07\|48.56\|3.85\|47.15\|49.09\|46.56\|76626;2026-09-08\|48.15\|-0.84\|49.01\|49.69\|47.89\|80991;2026-09-09\|47.40\|-1.56\|48.76\|48.98\|47.00\|57438;2026-09-10\|47.46\|0.13\|47.04\|48.15\|46.22\|57008;2026-09-11\|47.01\|-0.95\|46.74\|47.74\|45.10\|61201;2026-09-14\|47.05\|0.09\|46.44\|47.75\|45.44\|42048
116991	MPO、FAU、CPO等行业新技术受关注	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-05-11\|331.92\|1.72\|333.33\|335.00\|318.10\|464232;2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014;2026-07-27\|209.19\|2.84\|201.76\|210.32\|200.10\|258245;2026-07-28\|181.56\|-13.21\|198.11\|202.98\|180.01\|445775;2026-07-29\|182.09\|0.29\|182.50\|185.07\|170.63\|433603;2026-07-30\|160.10\|-12.08\|180.03\|180.76\|155.55\|578976;2026-07-31\|171.01\|6.81\|180.00\|185.03\|170.93\|548857;2026-08-03\|180.50\|5.55\|170.97\|187.50\|168.50\|559978;2026-08-04\|212.00\|17.45\|189.98\|216.00\|188.18\|783303;2026-08-05\|216.85\|2.29\|198.00\|218.20\|193.00\|859537;2026-08-06\|225.28\|3.89\|208.00\|228.00\|202.00\|677501;2026-08-07\|230.68\|2.40\|230.00\|236.82\|224.96\|609932;2026-08-10\|223.03\|-3.32\|233.21\|235.00\|216.68\|466718;2026-08-11\|222.49\|-0.24\|218.22\|228.58\|216.88\|318683;2026-08-12\|240.05\|7.89\|224.01\|248.50\|221.99\|534737;2026-08-13\|257.16\|7.13\|250.10\|271.40\|250.10\|646795;2026-08-14\|267.71\|4.10\|262.01\|267.71\|252.00\|524891;2026-08-17\|286.56\|7.04\|278.00\|291.80\|274.59\|631593;2026-08-18\|291.44\|1.70\|288.00\|295.00\|279.36\|547692;2026-08-19\|277.40\|-4.82\|272.00\|289.70\|267.89\|631652;2026-08-20\|276.25\|-0.41\|282.50\|284.00\|260.50\|517374;2026-08-21\|273.08\|-1.15\|276.10\|288.00\|269.65\|504443;2026-08-24\|249.50\|-8.63\|268.88\|270.94\|241.00\|644778;2026-08-25\|257.10\|3.05\|249.50\|264.72\|241.80\|451097;2026-08-26\|253.58\|-1.37\|256.97\|256.97\|245.01\|368214;2026-08-27\|267.16\|5.36\|258.39\|276.66\|256.48\|519430;2026-08-28\|263.58\|-1.34\|266.20\|274.99\|261.92\|338960;2026-08-31\|263.00\|-0.22\|255.01\|264.59\|253.68\|286960;2026-09-01\|251.77\|-4.27\|261.05\|261.95\|247.20\|330521;2026-09-02\|250.00\|-0.70\|247.86\|255.69\|237.80\|416345;2026-09-03\|248.81\|-0.48\|253.00\|253.99\|243.96\|254888;2026-09-04\|248.70\|-0.04\|252.01\|262.68\|246.02\|385892;2026-09-07\|267.00\|7.36\|256.22\|268.87\|254.40\|519294;2026-09-08\|258.50\|-3.18\|265.10\|273.33\|256.80\|410935;2026-09-09\|258.03\|-0.18\|270.00\|270.88\|256.13\|300596;2026-09-10\|269.00\|4.25\|253.92\|276.99\|253.07\|509837;2026-09-11\|261.96\|-2.62\|264.00\|270.89\|254.60\|455444;2026-09-14\|256.96\|-1.91\|254.65\|267.58\|250.01\|326583
116990	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：布局航天级超薄玻璃（UTG）光伏封装方案，适配长征系列火箭密集首飞及英伟达‘太空计算’平台对高可靠性封装材料的需求；涨停缘由：航天产业化提速拉动高端封装材料需求；UTG在光伏BIPV及卫星载荷领域应用拓展；特斯拉中国光伏设备采购预期升温；资金逻辑：资金借势航天+光伏双热点轮动，叠加UTG技术稀缺性，吸引主题资金快速聚集；风险提示：航天级UTG认证周期长，量产规模有限，光伏封装业务占比仍较低，短期难成业绩支柱	1、全资子公司蓝思光电完成对空芯光纤企业同昇光电控股权的战略收购，正式切入光通信及AI算力硬件赛道，打通高端光电元器件全产业链； 2、公司此前将TGV玻璃基板、HDD玻璃硬盘作为重点研发方向，并作为主要起草单位参与了《3D封装玻璃通孔（TGV）工艺技术规范》团体标准的制定	2026-05-11\|30.82\|7.95\|28.86\|31.16\|28.66\|1869653;2026-05-12\|30.48\|-1.10\|30.25\|30.65\|29.69\|1292718;2026-05-13\|32.69\|7.25\|30.09\|33.14\|29.89\|1810127;2026-05-14\|32.31\|-1.16\|32.70\|33.50\|31.60\|1767367;2026-05-15\|34.21\|5.88\|34.00\|35.00\|33.16\|2626004;2026-05-18\|38.70\|13.12\|35.35\|40.50\|34.40\|3221783;2026-05-19\|37.96\|-1.91\|38.00\|39.42\|37.01\|2399764;2026-05-20\|36.31\|-4.35\|37.20\|37.48\|36.10\|1909340;2026-05-21\|36.51\|0.55\|36.99\|38.12\|35.75\|2363901;2026-05-22\|38.40\|5.18\|35.86\|38.55\|35.26\|2220880;2026-05-25\|39.52\|2.92\|38.60\|40.47\|38.60\|2199453;2026-05-26\|38.48\|-2.63\|39.01\|39.36\|37.40\|1572084;2026-05-27\|40.28\|4.68\|38.10\|41.00\|37.45\|2163896;2026-05-28\|40.23\|-0.12\|39.80\|41.70\|39.50\|1918413;2026-05-29\|40.50\|0.67\|39.90\|41.30\|38.13\|1979247;2026-06-01\|41.83\|3.28\|40.71\|42.88\|39.90\|2159002;2026-06-02\|41.23\|-1.43\|41.68\|43.00\|40.30\|1730263;2026-06-03\|44.39\|7.66\|41.10\|46.80\|40.29\|2858563;2026-06-04\|43.64\|-1.69\|44.03\|45.17\|43.05\|1779391;2026-06-05\|45.61\|4.51\|43.11\|47.79\|41.99\|2301436;2026-06-08\|42.64\|-6.51\|43.20\|45.40\|42.57\|1984135;2026-06-09\|44.78\|5.02\|43.41\|45.24\|40.76\|2089711;2026-06-10\|42.11\|-5.96\|43.52\|43.80\|40.80\|1800967;2026-06-11\|42.68\|1.35\|41.18\|42.93\|40.62\|1391332;2026-06-12\|41.14\|-3.61\|44.00\|47.55\|41.13\|2312564;2026-06-15\|45.98\|11.76\|43.10\|46.46\|42.18\|2320500;2026-06-16\|48.35\|5.15\|45.33\|50.60\|45.30\|2406560;2026-06-17\|51.21\|5.92\|47.80\|51.65\|47.80\|1970201;2026-06-18\|55.77\|8.90\|51.24\|58.01\|51.24\|2160358;2026-06-22\|53.81\|-3.51\|56.89\|57.10\|53.40\|2496356;2026-06-23\|53.32\|-0.91\|53.80\|56.25\|52.51\|1903093;2026-06-24\|52.92\|-0.75\|52.26\|53.96\|50.39\|1746077;2026-06-25\|55.72\|5.29\|53.86\|58.50\|52.82\|2142999;2026-06-26\|55.59\|-0.23\|54.32\|57.48\|53.00\|1857354;2026-06-29\|51.83\|-6.76\|56.58\|57.00\|50.40\|1950390;2026-06-30\|53.66\|3.53\|52.00\|54.80\|49.69\|1662137;2026-07-01\|53.42\|-0.45\|53.80\|56.41\|52.68\|1550203;2026-07-02\|50.69\|-5.11\|51.30\|54.55\|49.78\|1427952;2026-07-03\|52.42\|3.41\|51.21\|53.38\|50.00\|1329898;2026-07-06\|51.31\|-1.27\|51.30\|53.28\|50.08\|1102384;2026-07-07\|51.85\|1.05\|51.37\|53.20\|50.70\|1226272;2026-07-08\|46.05\|-11.19\|51.07\|51.34\|45.06\|1871542;2026-07-09\|46.73\|1.48\|46.35\|46.89\|43.63\|1785474;2026-07-10\|43.64\|-6.61\|46.33\|47.12\|43.60\|1474420;2026-07-13\|39.53\|-9.42\|42.85\|43.32\|39.49\|1359928;2026-07-14\|40.32\|2.00\|39.59\|40.82\|38.12\|1109720;2026-07-15\|38.81\|-3.75\|40.38\|40.70\|38.72\|742339;2026-07-16\|38.30\|-1.31\|39.00\|40.92\|37.72\|1113317;2026-07-17\|34.24\|-10.60\|38.20\|38.39\|33.83\|1493725;2026-07-20\|34.22\|-0.06\|35.94\|36.43\|32.92\|1324309;2026-07-21\|38.29\|11.89\|34.80\|38.35\|31.77\|1754662;2026-07-22\|36.80\|-3.89\|37.80\|39.00\|36.46\|1221161;2026-07-23\|36.58\|-0.60\|37.27\|38.48\|36.03\|895700;2026-07-24\|37.32\|2.02\|36.34\|39.00\|35.90\|1401944;2026-07-27\|36.63\|-1.85\|36.95\|37.44\|34.60\|1765997;2026-07-28\|33.86\|-7.56\|35.01\|36.10\|33.49\|1255094;2026-07-29\|33.39\|-1.39\|33.80\|34.27\|31.86\|1169945;2026-07-30\|30.83\|-7.67\|32.78\|33.49\|30.80\|1220529;2026-07-31\|31.58\|2.43\|33.12\|33.69\|31.57\|1291061;2026-08-03\|31.57\|-0.03\|31.38\|32.10\|30.98\|734406;2026-08-04\|32.95\|4.37\|32.00\|33.20\|31.58\|1020226;2026-08-05\|35.09\|6.49\|32.80\|35.67\|32.58\|1490791;2026-08-06\|34.82\|-0.77\|34.30\|35.58\|34.24\|1099273;2026-08-07\|35.90\|3.10\|35.10\|36.80\|35.00\|1439688;2026-08-10\|34.89\|-2.81\|36.20\|36.50\|34.23\|968702;2026-08-11\|34.60\|-0.83\|34.50\|35.19\|33.92\|755483;2026-08-12\|35.25\|1.88\|34.49\|35.59\|34.19\|773027;2026-08-13\|34.65\|-1.70\|35.62\|36.05\|34.64\|885430;2026-08-14\|35.74\|3.15\|35.16\|35.85\|34.72\|938790;2026-08-17\|36.99\|3.50\|35.60\|36.99\|35.22\|1204111;2026-08-18\|39.12\|5.76\|36.98\|39.22\|36.67\|1854521;2026-08-19\|36.15\|-7.59\|37.76\|38.35\|35.89\|1483985;2026-08-20\|37.98\|5.06\|36.80\|38.35\|36.36\|1387413;2026-08-21\|37.19\|-2.08\|37.30\|37.80\|36.47\|1029227;2026-08-24\|37.95\|2.04\|37.31\|38.10\|36.52\|1218741;2026-08-25\|37.90\|-0.13\|37.49\|39.00\|35.79\|1309981;2026-08-26\|39.02\|2.96\|37.91\|39.60\|37.91\|1273314;2026-08-27\|39.05\|0.08\|39.08\|39.27\|38.38\|1067287;2026-08-28\|38.23\|-2.10\|39.06\|40.09\|38.19\|1219966;2026-08-31\|38.93\|1.83\|37.08\|39.10\|36.89\|950719;2026-09-01\|37.30\|-4.19\|38.90\|38.90\|37.24\|866180;2026-09-02\|36.91\|-1.05\|37.00\|37.82\|36.78\|626182;2026-09-03\|35.87\|-2.82\|37.14\|37.46\|35.21\|964614;2026-09-04\|35.14\|-2.04\|36.20\|36.83\|34.79\|755282;2026-09-07\|35.78\|1.82\|35.30\|36.11\|35.15\|633516;2026-09-08\|34.60\|-3.30\|35.76\|35.76\|34.51\|742587;2026-09-09\|35.12\|1.50\|34.98\|35.35\|34.55\|584264;2026-09-10\|33.81\|-3.73\|34.52\|34.66\|33.59\|747776;2026-09-11\|33.27\|-1.60\|33.70\|34.77\|32.95\|790453;2026-09-14\|33.27\|0.00\|33.04\|33.96\|32.55\|560849
116989	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司1.6T光模块订单相对于去年增幅很大	2026-05-11\|563.70\|2.18\|554.00\|569.99\|525.25\|581077;2026-05-12\|592.52\|5.11\|575.00\|599.75\|570.91\|524973;2026-05-13\|628.99\|6.16\|585.11\|630.79\|582.18\|423739;2026-05-14\|617.90\|-1.76\|641.50\|653.70\|606.90\|382290;2026-05-15\|610.05\|-1.27\|617.00\|629.68\|586.28\|356062;2026-05-18\|599.92\|-1.66\|599.00\|617.27\|593.00\|292637;2026-05-19\|572.50\|-4.57\|599.51\|599.91\|560.31\|339052;2026-05-20\|587.97\|2.70\|575.39\|600.88\|571.51\|326624;2026-05-21\|566.00\|-3.74\|588.33\|603.53\|565.27\|328097;2026-05-22\|606.77\|7.20\|577.33\|613.88\|570.00\|404278;2026-05-25\|659.01\|8.61\|620.13\|660.06\|595.01\|476893;2026-05-26\|700.00\|6.22\|656.00\|703.58\|655.00\|463532;2026-05-27\|695.00\|-0.71\|690.53\|715.00\|683.83\|351379;2026-05-28\|718.34\|3.36\|695.00\|727.00\|671.77\|339478;2026-05-29\|706.45\|-1.66\|718.00\|733.99\|701.01\|332555;2026-06-01\|679.82\|-3.77\|709.14\|713.73\|673.10\|295925;2026-06-02\|747.00\|9.88\|696.00\|752.00\|693.10\|387107;2026-06-03\|782.25\|4.72\|760.00\|815.98\|758.07\|426909;2026-06-04\|775.94\|-0.81\|773.46\|785.97\|764.00\|254101;2026-06-05\|748.00\|-3.60\|790.00\|818.38\|730.00\|441765;2026-06-08\|725.00\|-3.07\|711.11\|745.00\|705.89\|322561;2026-06-09\|785.73\|8.38\|748.89\|795.00\|738.00\|348609;2026-06-10\|772.50\|-1.68\|770.00\|799.75\|760.10\|308882;2026-06-11\|526.00\|-4.55\|552.00\|575.00\|498.67\|667564;2026-06-12\|506.46\|-3.71\|540.00\|544.98\|502.80\|654443;2026-06-15\|540.49\|6.72\|515.00\|540.88\|490.13\|612302;2026-06-16\|549.00\|1.57\|541.51\|561.77\|535.01\|405700;2026-06-17\|557.88\|1.62\|545.70\|558.50\|537.11\|389548;2026-06-18\|581.48\|4.23\|552.66\|588.00\|551.18\|428749;2026-06-22\|579.97\|-0.26\|584.10\|591.00\|560.00\|455114;2026-06-23\|552.00\|-4.82\|575.00\|587.00\|540.00\|444398;2026-06-24\|555.30\|0.60\|552.00\|574.48\|546.00\|405643;2026-06-25\|610.49\|9.94\|560.00\|610.80\|550.06\|694274;2026-06-26\|566.00\|-7.29\|598.00\|598.00\|550.00\|617733;2026-06-29\|556.96\|-1.60\|556.00\|576.00\|524.22\|518139;2026-06-30\|607.00\|8.98\|565.43\|612.86\|555.78\|584424;2026-07-01\|575.56\|-5.18\|608.00\|618.87\|566.56\|476237;2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|512.50\|-2.02\|518.00\|541.74\|502.88\|411305;2026-07-14\|568.82\|10.99\|525.00\|568.82\|515.55\|649039;2026-07-15\|556.00\|-2.25\|565.00\|579.42\|551.00\|443385;2026-07-16\|542.60\|-2.41\|530.00\|558.00\|526.21\|408753;2026-07-17\|482.88\|-11.01\|518.00\|520.90\|452.96\|760025;2026-07-20\|510.00\|5.62\|512.00\|523.96\|481.50\|681692;2026-07-21\|551.77\|8.19\|519.00\|554.40\|490.99\|757063;2026-07-22\|508.80\|-7.79\|540.00\|551.60\|506.16\|626754;2026-07-23\|497.30\|-2.26\|517.72\|523.83\|493.36\|442701;2026-07-24\|476.02\|-4.28\|481.94\|495.65\|476.00\|336974;2026-07-27\|491.00\|3.15\|466.14\|492.41\|459.50\|357034;2026-07-28\|406.90\|-17.13\|460.00\|469.99\|403.92\|772843;2026-07-29\|421.20\|3.51\|407.13\|429.22\|393.50\|650077;2026-07-30\|371.10\|-11.89\|410.21\|414.02\|347.00\|963230;2026-07-31\|396.01\|6.71\|418.01\|430.40\|395.88\|749477;2026-08-03\|394.08\|-0.49\|389.96\|405.00\|379.00\|404709;2026-08-04\|448.00\|13.68\|409.00\|453.18\|409.00\|692583;2026-08-05\|424.30\|-5.29\|400.00\|438.36\|400.00\|871013;2026-08-06\|421.87\|-0.57\|413.00\|439.84\|397.09\|514458;2026-08-07\|420.95\|-0.22\|430.34\|448.62\|413.18\|598278;2026-08-10\|399.60\|-5.07\|420.06\|424.24\|388.28\|668240;2026-08-11\|415.30\|3.93\|410.20\|420.58\|398.88\|483612;2026-08-12\|428.20\|3.11\|410.01\|441.80\|409.50\|437323;2026-08-13\|429.90\|0.40\|444.40\|452.88\|428.27\|439716;2026-08-14\|448.08\|4.23\|435.51\|449.97\|426.50\|388188;2026-08-17\|466.68\|4.15\|448.00\|472.00\|427.60\|589653;2026-08-18\|452.21\|-3.10\|465.01\|467.67\|446.46\|389274;2026-08-19\|411.50\|-9.00\|432.00\|439.80\|407.02\|540016;2026-08-20\|414.02\|0.61\|418.00\|420.50\|406.12\|284175;2026-08-21\|442.00\|6.76\|427.01\|443.67\|420.06\|477808;2026-08-24\|412.00\|-6.79\|445.01\|450.00\|400.00\|494600;2026-08-25\|400.87\|-2.70\|405.00\|413.02\|395.00\|350271;2026-08-26\|398.78\|-0.52\|402.36\|408.50\|385.00\|342266;2026-08-27\|409.10\|2.59\|406.00\|413.50\|402.51\|364496;2026-08-28\|399.00\|-2.47\|405.24\|427.10\|398.99\|425602;2026-08-31\|401.87\|0.72\|385.00\|406.03\|385.00\|312034;2026-09-01\|402.81\|0.23\|401.78\|415.00\|388.00\|375858;2026-09-02\|386.70\|-4.00\|393.00\|395.00\|378.56\|356342;2026-09-03\|384.76\|-0.50\|392.11\|397.79\|380.47\|260500;2026-09-04\|386.00\|0.32\|392.45\|398.00\|382.20\|299405;2026-09-07\|417.20\|8.08\|397.98\|419.33\|395.00\|512218;2026-09-08\|416.40\|-0.19\|419.33\|431.34\|413.86\|369420;2026-09-09\|414.80\|-0.38\|435.00\|435.65\|411.57\|285202;2026-09-10\|410.90\|-0.94\|407.01\|419.46\|404.18\|218893;2026-09-11\|423.00\|2.94\|408.80\|426.30\|408.10\|422914;2026-09-14\|401.90\|-4.99\|410.30\|411.91\|398.00\|322093
116988	MPO、FAU、CPO等行业新技术受关注	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328;2026-09-09\|34.12\|4.95\|33.40\|34.39\|33.21\|2644969;2026-09-10\|33.30\|-2.40\|33.70\|33.90\|33.24\|1278551;2026-09-11\|34.49\|3.57\|32.66\|34.56\|32.66\|2655209;2026-09-14\|33.90\|-1.71\|33.84\|34.78\|32.82\|1830675
116987	MPO、FAU、CPO等行业新技术受关注	光纤激光器+特种光纤+AI智能体+央企行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月3日锐科激光官微，公司发布搭载大语言模型的激光操作系统AI智能体“小锐”，以自然语言交互重构激光设备操作逻辑，融合十余年沉淀的激光工艺参数数据库，让激光切割、焊接等操作“开口即会”。 2、据2026年6月2日互动易，子公司睿芯公司产品可广泛应用于光纤激光、激光通信、星间激光通信等领域；据2026年5月15日机构调研，公司光通信领域重点布局光纤放大器相关业务，已研制耐辐照特种光纤并实现保偏光纤小批量供货。 3、据2025年年度报告，公司打造六大类激光器产品矩阵，研制出220kW超高功率光纤激光器等多款产品，2025年生产激光器18.91万台。 4、公司最终控制人为国务院国有资产监督管理委员会。	航天科工集团旗下，国内光纤激光器龙头，旗下睿芯光纤耐辐照特种光纤进入验证阶段，可为太空算力中心及卫星互联网提供国产化光通信核心器件	2026-05-11\|38.25\|1.54\|38.13\|39.16\|37.68\|326018;2026-05-12\|38.89\|1.67\|38.09\|39.18\|37.51\|396185;2026-05-13\|39.43\|1.39\|37.70\|39.54\|37.57\|364319;2026-05-14\|37.70\|-4.39\|39.66\|39.69\|37.59\|318626;2026-05-15\|37.27\|-1.14\|37.75\|38.38\|36.58\|268587;2026-05-18\|38.01\|1.99\|37.09\|39.29\|36.96\|293688;2026-05-19\|40.46\|6.45\|38.19\|40.89\|37.40\|450279;2026-05-20\|39.41\|-2.60\|39.99\|40.22\|38.65\|338808;2026-05-21\|37.81\|-4.06\|40.40\|41.37\|37.75\|454354;2026-05-22\|39.10\|3.41\|37.99\|40.08\|37.80\|306008;2026-05-25\|39.75\|1.66\|39.10\|39.99\|37.83\|324662;2026-05-26\|38.08\|-4.20\|39.28\|40.50\|36.95\|315322;2026-05-27\|36.21\|-4.91\|39.23\|41.48\|36.06\|471209;2026-05-28\|40.32\|11.35\|36.22\|41.80\|35.47\|581663;2026-05-29\|40.23\|-0.12\|41.81\|42.50\|39.80\|549873;2026-06-01\|39.10\|-2.81\|40.02\|41.55\|38.87\|395246;2026-06-02\|40.66\|3.99\|39.11\|42.28\|38.30\|453568;2026-06-03\|47.87\|17.73\|41.39\|48.79\|40.96\|894371;2026-06-04\|47.00\|-1.82\|47.81\|49.44\|46.40\|687565;2026-06-05\|46.33\|-1.43\|46.20\|48.98\|44.62\|669016;2026-06-08\|43.16\|-6.84\|43.93\|45.47\|42.68\|477592;2026-06-09\|45.15\|4.61\|44.77\|46.50\|44.40\|425326;2026-06-10\|46.98\|4.05\|44.04\|50.30\|43.60\|559660;2026-06-11\|48.85\|3.98\|46.67\|49.94\|46.18\|547820;2026-06-12\|47.96\|-1.82\|49.70\|52.26\|47.70\|661880;2026-06-15\|51.89\|8.19\|48.06\|52.80\|48.06\|528978;2026-06-16\|55.66\|7.27\|51.15\|57.36\|51.08\|548324;2026-06-17\|54.93\|-1.31\|54.00\|56.79\|53.51\|491564;2026-06-18\|54.05\|-1.60\|54.94\|57.10\|53.82\|387606;2026-06-22\|55.05\|1.85\|55.02\|56.49\|52.79\|475380;2026-06-23\|54.66\|-0.71\|54.54\|57.77\|52.79\|421120;2026-06-24\|52.83\|-3.35\|54.60\|55.45\|51.56\|427184;2026-06-25\|59.18\|12.02\|53.18\|59.44\|51.70\|572748;2026-06-26\|54.38\|-8.11\|57.98\|58.48\|53.45\|443425;2026-06-29\|51.60\|-5.11\|54.97\|56.11\|49.73\|410447;2026-06-30\|53.09\|2.89\|52.63\|54.15\|50.56\|331888;2026-07-01\|48.76\|-8.16\|52.90\|53.98\|48.05\|525083;2026-07-02\|46.33\|-4.98\|47.06\|48.98\|45.70\|333129;2026-07-03\|45.36\|-2.09\|46.00\|47.30\|44.75\|245803;2026-07-06\|43.05\|-5.09\|45.60\|46.28\|42.40\|238765;2026-07-07\|41.76\|-3.00\|42.87\|43.43\|41.10\|179762;2026-07-08\|40.30\|-3.50\|41.76\|42.33\|39.95\|213778;2026-07-09\|41.57\|3.15\|40.78\|41.92\|39.40\|235857;2026-07-10\|40.77\|-1.92\|41.70\|43.18\|40.77\|307128;2026-07-13\|36.77\|-9.81\|40.76\|40.76\|36.69\|278968;2026-07-14\|37.10\|0.90\|37.42\|37.72\|35.31\|215069;2026-07-15\|35.60\|-4.04\|37.60\|37.99\|35.40\|179056;2026-07-16\|34.06\|-4.33\|34.80\|36.19\|33.85\|203433;2026-07-17\|31.35\|-7.96\|34.01\|34.75\|31.22\|233444;2026-07-20\|29.97\|-4.40\|31.99\|32.55\|29.23\|263149;2026-07-21\|34.37\|14.68\|32.00\|34.56\|29.70\|450013;2026-07-22\|33.84\|-1.54\|34.30\|35.27\|33.59\|324090;2026-07-23\|34.11\|0.80\|34.18\|34.83\|33.57\|203440;2026-07-24\|33.19\|-2.70\|33.74\|34.00\|32.77\|172343;2026-07-27\|34.11\|2.77\|33.22\|34.26\|32.60\|180952;2026-07-28\|32.26\|-5.42\|33.33\|33.75\|32.03\|172826;2026-07-29\|32.44\|0.56\|32.44\|32.57\|30.85\|190347;2026-07-30\|30.15\|-7.06\|31.90\|32.36\|30.05\|208434;2026-07-31\|31.83\|5.57\|32.00\|33.38\|31.83\|266416;2026-08-03\|32.45\|1.95\|31.89\|32.62\|31.51\|155350;2026-08-04\|33.94\|4.59\|32.93\|34.37\|32.56\|215966;2026-08-05\|35.26\|3.89\|33.41\|35.80\|33.25\|254404;2026-08-06\|35.25\|-0.03\|34.87\|35.81\|34.30\|195405;2026-08-07\|36.10\|2.41\|35.24\|36.18\|34.49\|233723;2026-08-10\|35.33\|-2.13\|36.55\|36.68\|34.74\|199388;2026-08-11\|35.27\|-0.17\|34.85\|35.76\|34.69\|126913;2026-08-12\|35.94\|1.90\|35.48\|36.91\|35.37\|192568;2026-08-13\|35.69\|-0.70\|36.70\|36.88\|35.60\|193563;2026-08-14\|36.65\|2.69\|35.84\|36.72\|35.70\|165053;2026-08-17\|37.66\|2.76\|36.71\|37.66\|36.28\|200670;2026-08-18\|37.70\|0.11\|37.66\|38.23\|36.75\|192600;2026-08-19\|34.72\|-7.90\|36.58\|36.70\|34.58\|192149;2026-08-20\|35.38\|1.90\|35.23\|36.15\|34.73\|140930;2026-08-21\|36.63\|3.53\|35.11\|37.80\|34.63\|194458;2026-08-24\|35.42\|-3.30\|36.94\|36.97\|34.51\|154530;2026-08-25\|35.70\|0.79\|34.77\|36.24\|34.03\|120169;2026-08-26\|35.23\|-1.32\|35.80\|36.00\|34.58\|110228;2026-08-27\|37.17\|5.51\|35.35\|37.48\|35.35\|224753;2026-08-28\|37.58\|1.10\|37.07\|38.71\|37.05\|209354;2026-08-31\|39.76\|5.80\|37.68\|39.99\|37.28\|310540;2026-09-01\|37.86\|-4.78\|39.05\|39.50\|37.42\|245394;2026-09-02\|37.38\|-1.27\|37.09\|37.86\|37.04\|128520;2026-09-03\|37.64\|0.70\|37.64\|38.10\|36.45\|205585;2026-09-04\|38.69\|2.79\|37.58\|40.50\|37.58\|356060;2026-09-07\|39.78\|2.82\|39.04\|39.94\|38.30\|292446;2026-09-08\|39.98\|0.50\|40.53\|40.75\|39.08\|261462;2026-09-09\|41.59\|4.03\|40.40\|41.88\|40.14\|270245;2026-09-10\|40.45\|-2.74\|41.59\|42.00\|40.42\|215648;2026-09-11\|39.26\|-2.94\|39.80\|40.94\|38.20\|285162;2026-09-14\|40.57\|3.34\|38.80\|40.66\|37.82\|263614
116986	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：参股铱加科技切入1.6T光芯片重大专项，光模块已用于数据中心智算，受益CPO与MPO新技术迭代；涨停缘由：1.6T光芯片代表高速光互连突破，公司铜缆高速连接器产能充足，与光模块形成协同配套；资金逻辑：AI算力升级驱动光通信板块走强，6月25日主力与游资合力推升，成交额创月内新高；风险提示：参股比例未明，收益贡献受限，1.6T产业化仍处早期，光模块行业竞争加剧致毛利率承压	子公司中兴系统参股的铱加科技聚焦光芯片及高中低速光模块研发制造，已入选深圳市科创局1.6T光芯片重大专项，其光模块产品已在轨道交通、数据中心智算等领域应用	2026-05-11\|7.58\|-1.43\|7.63\|7.64\|7.50\|169635;2026-05-12\|7.55\|-0.40\|7.58\|7.74\|7.51\|136564;2026-05-13\|7.63\|1.06\|7.53\|7.66\|7.50\|100540;2026-05-14\|7.41\|-2.88\|7.64\|7.65\|7.40\|126319;2026-05-15\|7.23\|-2.43\|7.39\|7.45\|7.16\|152000;2026-05-18\|7.26\|0.41\|7.16\|7.29\|7.15\|95453;2026-05-19\|7.33\|0.96\|7.22\|7.36\|7.18\|81805;2026-05-20\|7.18\|-2.05\|7.30\|7.32\|7.13\|106951;2026-05-21\|7.02\|-2.23\|7.24\|7.54\|7.01\|192768;2026-05-22\|7.13\|1.57\|7.04\|7.19\|6.87\|146848;2026-05-25\|7.18\|0.70\|7.16\|7.23\|7.08\|101359;2026-05-26\|7.11\|-0.97\|7.18\|7.22\|6.98\|114934;2026-05-27\|7.14\|0.42\|7.31\|7.56\|7.08\|252060;2026-05-28\|7.78\|8.96\|7.08\|7.83\|7.05\|394433;2026-05-29\|8.30\|6.68\|8.17\|9.19\|8.17\|1017983;2026-06-01\|8.54\|2.89\|8.30\|8.96\|8.03\|876372;2026-06-02\|8.61\|0.82\|8.33\|8.80\|8.33\|557202;2026-06-03\|8.35\|-3.02\|8.98\|8.98\|8.20\|558743;2026-06-04\|8.16\|-2.28\|8.09\|8.35\|8.05\|337060;2026-06-05\|7.98\|-2.21\|8.08\|8.29\|7.79\|364683;2026-06-08\|9.09\|13.91\|7.91\|9.15\|7.82\|1039793;2026-06-09\|8.92\|-1.87\|8.94\|9.06\|8.70\|633966;2026-06-10\|9.22\|3.36\|8.72\|9.41\|8.70\|831291;2026-06-11\|8.87\|-3.80\|9.02\|9.17\|8.77\|515428;2026-06-12\|9.12\|2.82\|8.77\|9.25\|8.60\|594064;2026-06-15\|9.51\|4.28\|9.06\|9.62\|8.97\|675754;2026-06-16\|9.24\|-2.84\|9.31\|9.55\|9.19\|555120;2026-06-17\|9.35\|1.19\|9.13\|9.35\|8.95\|464413;2026-06-18\|8.51\|-8.98\|9.23\|9.23\|8.48\|771564;2026-06-22\|8.71\|2.35\|8.52\|8.75\|8.26\|484797;2026-06-23\|8.92\|2.41\|8.70\|9.27\|8.54\|449883;2026-06-24\|9.80\|9.87\|8.84\|10.01\|8.76\|1076071;2026-06-25\|11.02\|12.45\|9.71\|11.37\|9.58\|1295657;2026-06-26\|10.91\|-1.00\|11.46\|11.77\|10.80\|1116488;2026-06-29\|10.71\|-1.83\|10.77\|11.19\|10.50\|776048;2026-06-30\|11.33\|5.79\|10.61\|11.45\|10.43\|862660;2026-07-01\|11.15\|-1.59\|11.23\|11.68\|11.05\|694252;2026-07-02\|10.73\|-3.77\|10.80\|11.20\|10.61\|514918;2026-07-03\|10.26\|-4.38\|10.90\|10.91\|9.83\|595750;2026-07-06\|9.83\|-4.19\|10.19\|10.32\|9.70\|401570;2026-07-07\|9.25\|-5.90\|9.71\|9.82\|9.09\|365014;2026-07-08\|8.33\|-9.95\|9.28\|9.39\|8.29\|579147;2026-07-09\|8.23\|-1.20\|8.34\|8.59\|8.04\|472214;2026-07-10\|7.93\|-3.65\|8.15\|8.52\|7.93\|581443;2026-07-13\|7.36\|-7.19\|7.78\|7.85\|7.30\|499027;2026-07-14\|7.36\|0.00\|7.38\|7.46\|7.11\|354610;2026-07-15\|7.46\|1.36\|7.42\|7.58\|7.12\|426726;2026-07-16\|7.36\|-1.34\|7.33\|7.55\|7.26\|384291;2026-07-17\|6.61\|-10.19\|7.30\|7.33\|6.60\|516009;2026-07-20\|6.08\|-8.02\|6.67\|6.77\|5.99\|416691;2026-07-21\|6.25\|2.80\|6.17\|6.25\|5.67\|417239;2026-07-22\|6.11\|-2.24\|6.16\|6.37\|6.08\|250477;2026-07-23\|6.20\|1.47\|6.14\|6.24\|6.02\|221681;2026-07-24\|6.02\|-2.90\|6.10\|6.22\|6.00\|180686;2026-07-27\|6.38\|5.98\|5.98\|6.38\|5.97\|291102;2026-07-28\|6.26\|-1.88\|6.34\|6.44\|6.21\|222256;2026-07-29\|6.40\|2.24\|6.27\|6.40\|6.12\|297019;2026-07-30\|6.09\|-4.84\|6.35\|6.41\|6.01\|304231;2026-07-31\|6.30\|3.45\|6.29\|6.42\|6.23\|343485;2026-08-03\|6.47\|2.70\|6.39\|6.47\|6.25\|299199;2026-08-04\|6.58\|1.70\|6.52\|6.62\|6.45\|225952;2026-08-05\|6.72\|2.13\|6.51\|6.78\|6.51\|285058;2026-08-06\|6.82\|1.49\|6.66\|6.83\|6.63\|250122;2026-08-07\|6.79\|-0.44\|6.83\|6.87\|6.60\|231231;2026-08-10\|6.88\|1.33\|6.79\|6.98\|6.60\|286481;2026-08-11\|6.88\|0.00\|6.83\|6.95\|6.74\|199713;2026-08-12\|7.08\|2.91\|6.84\|7.23\|6.84\|285875;2026-08-13\|7.72\|9.04\|7.15\|7.97\|7.03\|638535;2026-08-14\|9.26\|19.95\|7.75\|9.26\|7.70\|1080726;2026-08-17\|9.55\|3.13\|8.73\|9.70\|8.61\|1203022;2026-08-18\|9.16\|-4.08\|9.35\|9.63\|8.84\|834865;2026-08-19\|8.70\|-5.02\|8.90\|9.21\|8.58\|618300;2026-08-20\|9.00\|3.45\|8.87\|9.06\|8.41\|540404;2026-08-21\|9.00\|0.00\|9.20\|9.26\|8.80\|535988;2026-08-24\|8.91\|-1.00\|8.92\|9.12\|8.65\|490379;2026-08-25\|9.11\|2.24\|8.89\|9.23\|8.75\|555368;2026-08-26\|9.30\|2.09\|9.07\|9.69\|9.04\|770600;2026-08-27\|9.56\|2.80\|9.29\|9.63\|9.02\|656337;2026-08-28\|9.43\|-1.36\|9.59\|9.74\|9.08\|703630;2026-08-31\|7.98\|-15.38\|9.01\|9.05\|7.96\|983593;2026-09-01\|8.02\|0.50\|8.00\|8.26\|7.87\|608382;2026-09-02\|7.79\|-2.87\|7.77\|7.94\|7.66\|383267;2026-09-03\|7.54\|-3.21\|7.82\|7.82\|7.44\|337274;2026-09-04\|7.36\|-2.39\|7.63\|7.65\|7.30\|276063;2026-09-07\|7.52\|2.17\|7.36\|7.63\|7.34\|251206;2026-09-08\|7.31\|-2.79\|7.45\|7.50\|7.27\|231588;2026-09-09\|7.27\|-0.55\|7.31\|7.46\|7.23\|207885;2026-09-10\|7.18\|-1.24\|7.20\|7.29\|7.10\|171313;2026-09-11\|7.08\|-1.39\|7.11\|7.18\|6.89\|201416;2026-09-14\|7.13\|0.71\|7.03\|7.21\|6.99\|156787
116985	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：全资子公司通宇航空为成飞核心供应商，海富光子量子激光雷达契合航天遥感与量子科技双重热点；涨停缘由：成都航空制造基地2024年投产释放产能；量子探测激光雷达已用于大气监测卫星载荷；深度参与C919产业链；资金逻辑：资金沿航天产业链向中下游延伸，优先选择有量产能力+技术卡位的平台型公司，机构与游资协同推升；风险提示：航空零部件业务受主机厂交付节奏影响大；量子业务尚处产业化初期，收入占比低且盈利模式未清晰	公司参股34%的子公司山东海富光子科技股份有限公司主营光纤激光器	2026-05-11\|11.74\|0.09\|11.76\|11.96\|11.41\|231652;2026-05-12\|12.05\|2.64\|11.70\|12.10\|11.58\|277022;2026-05-13\|11.98\|-0.58\|11.90\|12.11\|11.67\|251520;2026-05-14\|11.60\|-3.17\|11.98\|12.07\|11.56\|198100;2026-05-15\|11.33\|-2.33\|11.60\|11.76\|11.21\|186464;2026-05-18\|11.41\|0.71\|11.31\|11.66\|11.15\|185834;2026-05-19\|11.41\|0.00\|11.45\|11.45\|11.01\|171419;2026-05-20\|11.41\|0.00\|11.31\|11.63\|11.11\|158098;2026-05-21\|10.77\|-5.61\|11.55\|11.79\|10.70\|267428;2026-05-22\|10.91\|1.30\|10.92\|11.08\|10.63\|177330;2026-05-25\|10.86\|-0.46\|10.90\|11.04\|10.59\|197642;2026-05-26\|10.50\|-3.31\|11.09\|11.10\|10.35\|229410;2026-05-27\|10.30\|-1.90\|10.49\|10.63\|10.21\|191380;2026-05-28\|11.13\|8.06\|10.26\|11.42\|10.11\|275074;2026-05-29\|11.09\|-0.36\|11.33\|12.25\|11.00\|429233;2026-06-01\|11.01\|-0.72\|11.14\|11.19\|10.63\|280787;2026-06-02\|11.02\|0.09\|10.98\|11.24\|10.86\|194232;2026-06-03\|11.29\|2.45\|10.97\|11.73\|10.85\|380505;2026-06-04\|10.85\|-3.90\|10.98\|11.20\|10.57\|276625;2026-06-05\|10.81\|-0.37\|10.82\|11.27\|10.55\|248412;2026-06-08\|10.13\|-6.29\|10.46\|10.81\|10.00\|221665;2026-06-09\|10.50\|3.65\|10.23\|10.58\|10.00\|201319;2026-06-10\|10.00\|-4.76\|10.29\|10.37\|9.89\|199136;2026-06-11\|9.95\|-0.50\|9.90\|10.18\|9.85\|138666;2026-06-12\|9.77\|-1.81\|10.08\|10.26\|9.71\|162980;2026-06-15\|10.85\|11.05\|9.86\|10.88\|9.80\|344606;2026-06-16\|11.30\|4.15\|10.85\|11.44\|10.52\|293030;2026-06-17\|11.35\|0.44\|11.06\|11.59\|11.01\|235825;2026-06-18\|10.78\|-5.02\|11.25\|11.45\|10.68\|273303;2026-06-22\|11.31\|4.92\|10.78\|11.33\|10.52\|328286;2026-06-23\|11.33\|0.18\|11.25\|11.58\|10.89\|257640;2026-06-24\|11.68\|3.09\|11.15\|11.88\|11.15\|337743;2026-06-25\|13.55\|16.01\|11.90\|14.02\|11.85\|1137796;2026-06-26\|12.40\|-8.49\|13.60\|13.77\|12.31\|870025;2026-06-29\|11.90\|-4.03\|12.69\|12.95\|11.45\|645874;2026-06-30\|11.90\|0.00\|11.75\|12.15\|11.36\|426317;2026-07-01\|11.60\|-2.52\|11.93\|12.24\|11.36\|534337;2026-07-02\|11.37\|-1.98\|11.21\|12.09\|10.87\|502314;2026-07-03\|11.43\|0.53\|11.48\|11.70\|11.05\|299167;2026-07-06\|10.73\|-6.12\|11.40\|11.69\|10.63\|360635;2026-07-07\|10.30\|-4.01\|10.54\|10.88\|10.19\|256710;2026-07-08\|9.96\|-3.30\|10.39\|10.39\|9.81\|245327;2026-07-09\|10.07\|1.10\|9.96\|10.32\|9.73\|215150;2026-07-10\|9.93\|-1.39\|10.00\|10.50\|9.91\|248000;2026-07-13\|8.99\|-9.47\|9.90\|9.99\|8.96\|279007;2026-07-14\|9.24\|2.78\|9.06\|9.25\|8.62\|188931;2026-07-15\|9.11\|-1.41\|9.25\|9.36\|8.96\|160156;2026-07-16\|9.94\|9.11\|9.01\|9.99\|8.76\|367107;2026-07-17\|8.81\|-11.37\|9.84\|9.86\|8.71\|296770;2026-07-20\|8.10\|-8.06\|8.92\|9.05\|7.93\|210636;2026-07-21\|8.39\|3.58\|8.17\|8.42\|7.33\|231955;2026-07-22\|8.10\|-3.46\|8.25\|8.43\|8.03\|158553;2026-07-23\|8.56\|5.68\|8.20\|8.68\|8.20\|179129;2026-07-24\|8.16\|-4.67\|8.41\|8.54\|8.16\|127078;2026-07-27\|8.50\|4.17\|8.22\|8.52\|8.10\|119325;2026-07-28\|8.29\|-2.47\|8.39\|8.57\|8.23\|115281;2026-07-29\|8.45\|1.93\|8.28\|8.47\|8.03\|112521;2026-07-30\|8.84\|4.62\|8.45\|9.05\|8.38\|259834;2026-07-31\|9.08\|2.71\|8.99\|9.27\|8.99\|186773;2026-08-03\|9.36\|3.08\|8.98\|9.40\|8.95\|172849;2026-08-04\|9.86\|5.34\|9.38\|9.92\|9.24\|169869;2026-08-05\|10.45\|5.98\|9.96\|10.64\|9.96\|285548;2026-08-06\|10.55\|0.96\|10.38\|10.60\|10.27\|188429;2026-08-07\|11.47\|8.72\|10.57\|11.65\|10.46\|326931;2026-08-10\|11.92\|3.92\|11.44\|12.07\|11.20\|307898;2026-08-11\|11.61\|-2.60\|11.70\|11.97\|11.31\|252048;2026-08-12\|11.94\|2.84\|11.56\|12.03\|11.44\|210036;2026-08-13\|11.50\|-3.69\|12.24\|12.24\|11.49\|223394;2026-08-14\|12.19\|6.00\|11.68\|12.27\|11.42\|396170;2026-08-17\|12.03\|-1.31\|12.16\|12.16\|11.72\|241818;2026-08-18\|12.11\|0.67\|12.02\|12.20\|11.86\|148619;2026-08-19\|11.25\|-7.10\|11.88\|12.07\|11.20\|227333;2026-08-20\|11.67\|3.73\|11.50\|11.72\|11.30\|155018;2026-08-21\|11.75\|0.69\|11.68\|11.92\|11.41\|140967;2026-08-24\|11.72\|-0.26\|11.75\|11.93\|11.41\|142835;2026-08-25\|11.97\|2.13\|11.65\|12.20\|11.31\|197411;2026-08-26\|11.83\|-1.17\|12.00\|12.06\|11.56\|174195;2026-08-27\|13.03\|10.14\|11.99\|13.11\|11.80\|424584;2026-08-28\|13.09\|0.46\|12.94\|13.27\|12.76\|366999;2026-08-31\|13.57\|3.67\|13.22\|13.85\|13.18\|297976;2026-09-01\|13.66\|0.66\|13.57\|13.78\|13.34\|225274;2026-09-02\|13.40\|-1.90\|13.49\|13.66\|13.32\|178759;2026-09-03\|13.51\|0.82\|13.51\|13.71\|13.20\|216677;2026-09-04\|13.35\|-1.18\|13.71\|13.78\|13.20\|199666;2026-09-07\|13.57\|1.65\|13.40\|13.70\|13.30\|260814;2026-09-08\|13.95\|2.80\|13.57\|14.12\|13.51\|259929;2026-09-09\|14.33\|2.72\|14.02\|14.68\|13.85\|264157;2026-09-10\|13.86\|-3.28\|14.20\|14.35\|13.60\|224557;2026-09-11\|13.75\|-0.79\|13.65\|13.90\|13.23\|287502;2026-09-14\|12.42\|-9.67\|13.24\|13.49\|12.40\|497178
116984	MPO、FAU、CPO等行业新技术受关注	CPO+激光器+业绩预增行业原因： 2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。公司原因： 1、据2025年9月16日互动易，公司MPO、MMC已通过senko、uscon认证并扩产，FAU已在国内头部光模块厂批量出货，CPO架构下单设备用量达传统模块3–5倍。 2、据2026年1月30日公告，公司预计2025年净利润2.62–3.09亿元，同比增长97.69%–132.88%，主因全球激光器需求提升及光通信业务快速放量。 3、据2025年8月27日半年度报告，公司500W MOPA脉冲激光器已定向用于动力电池极片切割与清洗，并持续配合固态电池工艺优化。	1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等；一季度净利润同比增长170.98%； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印；2025年净利同比预增98%-133%	2026-05-11\|375.04\|0.01\|386.50\|388.47\|363.88\|38475;2026-05-12\|369.99\|-1.35\|375.00\|388.00\|355.00\|47271;2026-05-13\|369.00\|-0.27\|361.28\|375.20\|356.50\|35846;2026-05-14\|374.00\|1.35\|366.88\|389.68\|366.88\|42925;2026-05-15\|394.80\|5.56\|386.00\|422.88\|385.55\|57916;2026-05-18\|399.00\|1.06\|382.00\|410.99\|370.33\|44925;2026-05-19\|405.90\|1.73\|390.54\|411.68\|378.00\|42160;2026-05-20\|405.50\|-0.10\|400.00\|407.66\|388.00\|34716;2026-05-21\|380.00\|-6.29\|415.00\|424.42\|380.00\|36782;2026-05-22\|449.45\|18.28\|387.22\|453.97\|386.81\|49355;2026-05-25\|444.63\|-1.07\|450.00\|454.90\|427.20\|38383;2026-05-26\|451.59\|1.57\|440.62\|465.88\|436.18\|39940;2026-05-27\|422.00\|-6.55\|459.59\|460.00\|413.20\|41534;2026-05-28\|431.17\|2.17\|417.70\|437.00\|398.11\|42369;2026-05-29\|388.60\|-9.87\|423.00\|428.90\|384.01\|48462;2026-06-01\|369.83\|-4.83\|396.37\|403.00\|366.03\|45216;2026-06-02\|380.80\|2.97\|377.63\|390.77\|360.57\|38027;2026-06-03\|402.00\|5.57\|393.00\|419.88\|391.83\|45385;2026-06-04\|401.78\|-0.05\|383.00\|404.88\|382.23\|32760;2026-06-05\|374.00\|-6.91\|392.00\|404.66\|370.00\|42686;2026-06-08\|349.09\|-6.66\|343.99\|364.48\|343.99\|55678;2026-06-09\|367.08\|5.15\|357.00\|369.98\|348.00\|30625;2026-06-10\|365.58\|-0.41\|360.10\|373.68\|352.14\|32836;2026-06-11\|365.30\|-0.08\|366.00\|374.15\|358.80\|28314;2026-06-12\|370.56\|1.44\|376.26\|389.99\|362.00\|40344;2026-06-15\|417.30\|12.61\|375.00\|417.75\|367.80\|55529;2026-06-16\|448.94\|7.81\|419.99\|454.08\|417.73\|47110;2026-06-17\|445.00\|-0.88\|442.50\|458.06\|440.01\|40525;2026-06-18\|449.00\|0.90\|443.00\|456.63\|437.00\|30763;2026-06-22\|442.67\|-1.41\|456.00\|463.02\|436.00\|32583;2026-06-23\|421.20\|-4.85\|439.00\|448.58\|418.10\|33184;2026-06-24\|418.94\|-0.54\|420.00\|427.80\|405.00\|38745;2026-06-25\|498.29\|18.94\|415.06\|502.44\|400.60\|81129;2026-06-26\|472.81\|-5.11\|483.34\|499.27\|465.12\|62212;2026-06-29\|442.01\|-6.51\|472.81\|488.00\|433.02\|47909;2026-06-30\|470.00\|6.33\|444.00\|477.83\|430.01\|39006;2026-07-01\|433.00\|-7.87\|468.20\|473.38\|428.29\|39595;2026-07-02\|386.88\|-10.65\|411.59\|419.88\|383.54\|44109;2026-07-03\|395.00\|2.10\|380.46\|412.98\|378.18\|39560;2026-07-06\|391.56\|-0.87\|400.00\|413.57\|384.28\|29279;2026-07-07\|395.61\|1.03\|391.77\|404.79\|382.10\|25563;2026-07-08\|389.81\|-1.47\|403.32\|410.00\|383.26\|27650;2026-07-09\|445.00\|14.16\|402.00\|448.00\|378.88\|50099;2026-07-10\|414.02\|-6.96\|444.00\|461.65\|410.00\|41866;2026-07-13\|393.50\|-4.96\|414.97\|428.00\|387.18\|41083;2026-07-14\|427.80\|8.72\|396.98\|430.99\|387.00\|46300;2026-07-15\|407.03\|-4.86\|432.00\|436.19\|403.18\|34160;2026-07-16\|372.50\|-8.48\|388.00\|406.56\|366.67\|38315;2026-07-17\|322.78\|-13.35\|366.49\|368.73\|322.00\|50550;2026-07-20\|295.70\|-8.39\|339.00\|352.85\|283.00\|55419;2026-07-21\|338.51\|14.48\|307.00\|338.86\|272.55\|56951;2026-07-22\|343.65\|1.52\|336.00\|364.60\|334.93\|53551;2026-07-23\|332.57\|-3.22\|348.15\|353.88\|327.99\|29399;2026-07-24\|326.26\|-1.90\|330.59\|337.86\|318.55\|27524;2026-07-27\|335.00\|2.68\|321.68\|343.00\|320.02\|26022;2026-07-28\|292.05\|-12.82\|318.99\|326.90\|290.49\|46650;2026-07-29\|298.60\|2.24\|291.00\|308.02\|273.38\|52718;2026-07-30\|254.42\|-14.80\|289.99\|295.44\|247.00\|58916;2026-07-31\|278.00\|9.27\|290.00\|298.89\|277.01\|44078;2026-08-03\|267.57\|-3.75\|268.00\|278.99\|261.05\|33060;2026-08-04\|301.30\|12.61\|279.55\|302.00\|271.76\|45047;2026-08-05\|311.17\|3.28\|285.00\|314.00\|280.03\|52716;2026-08-06\|315.40\|1.36\|304.79\|325.99\|301.12\|31222;2026-08-07\|342.81\|8.69\|318.00\|351.80\|315.00\|43801;2026-08-10\|340.60\|-0.64\|346.24\|356.55\|328.23\|37611;2026-08-11\|343.00\|0.70\|336.00\|349.90\|328.00\|29026;2026-08-12\|361.99\|5.54\|343.98\|376.66\|340.43\|39591;2026-08-13\|377.70\|4.34\|370.00\|405.00\|365.00\|47526;2026-08-14\|404.31\|7.05\|379.59\|406.25\|377.00\|40533;2026-08-17\|415.00\|2.64\|412.00\|426.90\|397.30\|40114;2026-08-18\|419.99\|1.20\|413.71\|422.00\|403.00\|43952;2026-08-19\|387.42\|-7.75\|404.00\|411.00\|382.00\|49957;2026-08-20\|408.90\|5.54\|398.00\|417.30\|383.48\|44948;2026-08-21\|410.89\|0.49\|407.01\|424.23\|403.00\|32373;2026-08-24\|409.30\|-0.39\|410.00\|427.36\|396.00\|39364;2026-08-25\|415.10\|1.42\|401.12\|423.88\|393.00\|41252;2026-08-26\|392.80\|-5.37\|410.00\|411.00\|363.61\|68704;2026-08-27\|417.22\|6.22\|394.00\|419.98\|390.00\|44321;2026-08-28\|402.50\|-3.53\|416.33\|425.37\|402.50\|24067;2026-08-31\|398.00\|-1.12\|392.80\|404.83\|390.01\|27133;2026-09-01\|384.31\|-3.44\|398.04\|401.80\|378.22\|31625;2026-09-02\|378.00\|-1.64\|380.50\|385.96\|375.74\|20147;2026-09-03\|373.49\|-1.19\|379.00\|385.00\|367.00\|21328;2026-09-04\|361.29\|-3.27\|383.00\|389.03\|357.04\|30365;2026-09-07\|406.50\|12.51\|367.79\|408.76\|365.00\|40086;2026-09-08\|393.06\|-3.31\|409.64\|414.60\|391.30\|25978;2026-09-09\|395.85\|0.71\|404.83\|414.50\|393.93\|25403;2026-09-10\|407.97\|3.06\|393.85\|412.00\|392.17\|24992;2026-09-11\|391.79\|-3.97\|398.00\|406.82\|380.00\|34246;2026-09-14\|393.00\|0.31\|380.00\|401.45\|378.00\|21452
116983	MPO、FAU、CPO等行业新技术受关注	核电石墨+固态电池+炭素龙头行业原因：据澎湃新闻报道，3月2日举行的中核集团两会代表委员记者见面会上，中国核电党委书记、董事长卢铁忠表示，科技巨头、AI企业纷纷选择与核电合作或准备自建核电，主要看中的是核电能够长期稳定地为算力运行提供清洁、低碳、高效的能源。与此同时，AI也在进一步促进核电发展。公司原因： 1、据2025年11月14日互动易，公司及控股子公司成都炭材已取得民用核安全设备制造许可证，高温气冷堆炭/石墨堆内构件、钍基熔盐堆用TEMR超细颗粒核级石墨及可控核聚变石墨铠甲等产品已量产销售。 2、据2025年11月7日互动易，公司锂电硅碳负极、钠电硬碳负极及氧化物固态电解质等关键材料实验室技术突破，性能达行业一流，正推进中试及产业化。 3、据2025年8月27日半年报，公司主营石墨电极、核电用炭素材料、石墨烯等，是全球领先的炭素制品供应商，与宁德时代、晶泰科技、华为技术等共建高水平联合研发平台。	1、国内炭素龙头；公司石墨烯散热垫片正与英伟达对接；控股子公司成都炭材在光纤领域已与国内企业合作多年，成为其稳定的石墨材料供应商； 2、公司及控股子公司成都炭材已取得民用核安全设备制造许可证，高温气冷堆炭/石墨堆内构件、钍基熔盐堆用TEMR超细颗粒核级石墨及可控核聚变石墨铠甲等产品已量产销售	2026-05-11\|5.79\|1.22\|5.72\|5.90\|5.70\|832505;2026-05-12\|5.68\|-1.90\|5.80\|5.80\|5.64\|546116;2026-05-13\|5.76\|1.41\|5.68\|5.79\|5.65\|666367;2026-05-14\|5.57\|-3.30\|5.76\|5.76\|5.56\|601416;2026-05-15\|5.42\|-2.69\|5.58\|5.61\|5.38\|622746;2026-05-18\|5.41\|-0.18\|5.40\|5.48\|5.33\|465745;2026-05-19\|5.41\|0.00\|5.39\|5.41\|5.31\|539188;2026-05-20\|5.28\|-2.40\|5.38\|5.38\|5.22\|459670;2026-05-21\|5.05\|-4.36\|5.27\|5.38\|5.04\|782244;2026-05-22\|5.15\|1.98\|5.06\|5.20\|5.04\|494178;2026-05-25\|5.13\|-0.39\|5.13\|5.19\|5.04\|361572;2026-05-26\|5.13\|0.00\|5.13\|5.15\|5.03\|440300;2026-05-27\|5.21\|1.56\|5.12\|5.31\|5.10\|673635;2026-05-28\|5.17\|-0.77\|5.19\|5.26\|5.07\|456684;2026-05-29\|5.03\|-2.71\|5.17\|5.19\|5.02\|549824;2026-06-01\|5.09\|1.19\|5.00\|5.16\|4.98\|406436;2026-06-02\|4.98\|-2.16\|5.09\|5.13\|4.92\|478910;2026-06-03\|5.48\|10.04\|4.99\|5.48\|4.97\|1750849;2026-06-04\|5.30\|-3.28\|5.39\|5.44\|5.30\|1272365;2026-06-05\|5.83\|10.00\|5.44\|5.83\|5.43\|1299309;2026-06-08\|6.10\|4.63\|5.79\|6.33\|5.71\|3284675;2026-06-09\|5.82\|-4.59\|5.90\|5.94\|5.72\|1880914;2026-06-10\|5.67\|-2.58\|5.75\|6.03\|5.63\|1476961;2026-06-11\|5.74\|1.23\|5.58\|5.96\|5.51\|1441818;2026-06-12\|5.70\|-0.70\|5.64\|5.87\|5.53\|1302359;2026-06-15\|6.00\|5.26\|5.76\|6.04\|5.70\|1680148;2026-06-16\|6.03\|0.50\|5.93\|6.11\|5.85\|1515458;2026-06-17\|6.08\|0.83\|5.96\|6.18\|5.82\|1622546;2026-06-18\|5.82\|-4.28\|6.01\|6.04\|5.75\|1278122;2026-06-22\|6.28\|7.90\|5.71\|6.40\|5.68\|2428742;2026-06-23\|6.32\|0.64\|6.19\|6.41\|6.12\|1879480;2026-06-24\|6.15\|-2.69\|6.23\|6.30\|6.03\|1345458;2026-06-25\|6.77\|10.08\|6.15\|6.77\|6.08\|2657061;2026-06-26\|6.47\|-4.29\|6.66\|6.78\|6.40\|2422584;2026-06-29\|5.83\|-9.89\|6.54\|6.74\|5.82\|2574356;2026-06-30\|6.17\|5.83\|5.80\|6.29\|5.73\|2078288;2026-07-01\|6.08\|-1.46\|6.16\|6.48\|6.04\|1871465;2026-07-02\|6.20\|1.97\|6.01\|6.38\|5.81\|1860108;2026-07-03\|5.79\|-6.61\|6.12\|6.18\|5.78\|1878403;2026-07-06\|5.50\|-5.01\|5.80\|6.01\|5.48\|1453865;2026-07-07\|5.40\|-1.82\|5.50\|5.64\|5.37\|884290;2026-07-08\|5.15\|-4.63\|5.34\|5.42\|5.11\|976309;2026-07-09\|5.14\|-0.19\|5.14\|5.22\|4.98\|784043;2026-07-10\|5.15\|0.19\|5.16\|5.24\|5.08\|736272;2026-07-13\|5.00\|-2.91\|5.13\|5.14\|4.98\|595922;2026-07-14\|5.08\|1.60\|5.01\|5.09\|4.92\|473386;2026-07-15\|5.10\|0.39\|5.08\|5.14\|5.03\|420900;2026-07-16\|5.05\|-0.98\|5.09\|5.10\|5.01\|414266;2026-07-17\|4.97\|-1.58\|5.04\|5.07\|4.93\|473915;2026-07-20\|5.04\|1.41\|4.98\|5.07\|4.95\|516659;2026-07-21\|5.18\|2.78\|5.00\|5.18\|4.97\|622812;2026-07-22\|5.12\|-1.16\|5.16\|5.22\|5.09\|431648;2026-07-23\|5.19\|1.37\|5.10\|5.19\|5.07\|413775;2026-07-24\|5.02\|-3.28\|5.14\|5.18\|5.01\|414846;2026-07-27\|5.09\|1.39\|5.02\|5.10\|5.01\|297042;2026-07-28\|5.04\|-0.98\|5.03\|5.08\|5.03\|307128;2026-07-29\|5.15\|2.18\|5.04\|5.18\|5.04\|446262;2026-07-30\|5.16\|0.19\|5.14\|5.20\|5.10\|374152;2026-07-31\|5.18\|0.39\|5.18\|5.22\|5.15\|443727;2026-08-03\|5.29\|2.12\|5.17\|5.29\|5.16\|430375;2026-08-04\|5.25\|-0.76\|5.26\|5.29\|5.21\|474329;2026-08-05\|5.26\|0.19\|5.25\|5.29\|5.21\|497995;2026-08-06\|5.21\|-0.95\|5.27\|5.31\|5.16\|479786;2026-08-07\|5.19\|-0.38\|5.18\|5.21\|5.13\|373903;2026-08-10\|5.22\|0.58\|5.20\|5.23\|5.16\|391838;2026-08-11\|5.16\|-1.15\|5.20\|5.22\|5.14\|355474;2026-08-12\|5.21\|0.97\|5.16\|5.23\|5.14\|368391;2026-08-13\|5.35\|2.69\|5.20\|5.43\|5.17\|1081245;2026-08-14\|5.29\|-1.12\|5.33\|5.45\|5.27\|708642;2026-08-17\|5.25\|-0.76\|5.29\|5.32\|5.17\|609938;2026-08-18\|5.23\|-0.38\|5.22\|5.28\|5.19\|447739;2026-08-19\|5.06\|-3.25\|5.20\|5.23\|5.05\|580911;2026-08-20\|5.08\|0.40\|5.07\|5.12\|5.05\|309116;2026-08-21\|5.08\|0.00\|5.08\|5.09\|4.99\|286875;2026-08-24\|5.04\|-0.79\|5.07\|5.11\|5.02\|238839;2026-08-25\|5.06\|0.40\|5.02\|5.08\|5.01\|227843;2026-08-26\|5.10\|0.79\|5.06\|5.13\|5.05\|281173;2026-08-27\|5.11\|0.20\|5.08\|5.11\|5.06\|292525;2026-08-28\|5.12\|0.20\|5.13\|5.14\|5.09\|295654;2026-08-31\|5.28\|3.12\|5.20\|5.31\|5.17\|764311;2026-09-01\|5.31\|0.57\|5.24\|5.38\|5.24\|636591;2026-09-02\|5.22\|-1.69\|5.27\|5.28\|5.19\|393220;2026-09-03\|5.21\|-0.19\|5.22\|5.27\|5.18\|357168;2026-09-04\|5.21\|0.00\|5.22\|5.27\|5.18\|355591;2026-09-07\|5.18\|-0.58\|5.19\|5.21\|5.16\|280027;2026-09-08\|5.26\|1.54\|5.17\|5.31\|5.16\|451212;2026-09-09\|5.29\|0.57\|5.25\|5.30\|5.22\|417263;2026-09-10\|5.27\|-0.38\|5.26\|5.31\|5.21\|353654;2026-09-11\|5.21\|-1.14\|5.24\|5.24\|5.13\|420500;2026-09-14\|5.18\|-0.58\|5.19\|5.20\|5.09\|300167
116982	MPO、FAU、CPO等行业新技术受关注	光通信材料+防务业务扭亏+央企行业原因： 1、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。 2、亚马逊近日宣布与康宁达成多年期数十亿光纤合作协议用于算力中心建设，此前英伟达、微软、Meta等科技巨头已与康宁签署巨额光纤及光连接长协。公司原因： 1、据2026年1月9日互动易，公司自主研发的光通信核心材料GP，具有高消光比等技术优势，已供给光隔离器用户；据2025年12月4日公司官微，公司光纤皮料管通过全流程验证并获200吨订单，可实现批量生产，满足4微米超细光纤生产要求。 2、据2026年4月25日年报，公司防务板块聚焦大型武器系统、精确制导导引头等业务，2025年营业收入同比增长193.69%，净利润实现扭亏为盈。 3、公司控股股东为北方光电集团有限公司，实际控制人为中国兵器工业集团有限公司，最终控制人为国务院国有资产监督管理委员会。	兵工集团唯一光电上市平台，陆军光电武器装备核心供应商；公司光通信核心材料GP是光模块光隔离器中的核心材料	2026-05-11\|27.28\|10.00\|26.07\|27.28\|26.05\|340924;2026-05-12\|29.08\|6.60\|29.99\|29.99\|27.83\|865882;2026-05-13\|29.12\|0.14\|28.20\|29.71\|27.65\|629401;2026-05-14\|29.30\|0.62\|29.30\|30.89\|28.80\|602755;2026-05-15\|28.10\|-4.10\|29.68\|30.89\|27.71\|592783;2026-05-18\|27.30\|-2.85\|27.62\|28.24\|26.93\|433927;2026-05-19\|26.99\|-1.14\|27.00\|27.10\|25.96\|322676;2026-05-20\|28.20\|4.48\|26.99\|29.22\|26.91\|503164;2026-05-21\|26.22\|-7.02\|28.16\|28.17\|26.08\|369119;2026-05-22\|26.82\|2.29\|26.88\|27.27\|26.41\|303171;2026-05-25\|26.39\|-1.60\|26.86\|27.20\|25.33\|329052;2026-05-26\|26.50\|0.42\|26.10\|27.41\|25.66\|342742;2026-05-27\|25.27\|-4.64\|26.51\|27.27\|25.19\|313648;2026-05-28\|25.45\|0.71\|25.20\|25.60\|24.25\|310326;2026-05-29\|26.88\|5.62\|25.50\|28.00\|25.44\|602451;2026-06-01\|25.70\|-4.39\|26.71\|27.44\|25.57\|489976;2026-06-02\|26.67\|3.77\|25.67\|27.33\|24.49\|422872;2026-06-03\|26.66\|-0.04\|27.05\|27.85\|26.20\|457421;2026-06-04\|27.15\|1.84\|25.88\|27.69\|25.80\|402425;2026-06-05\|26.60\|-2.03\|26.35\|28.35\|25.73\|479281;2026-06-08\|25.38\|-4.59\|24.49\|27.06\|24.30\|393020;2026-06-09\|26.20\|3.23\|26.15\|27.24\|25.62\|386193;2026-06-10\|25.21\|-3.78\|25.94\|25.94\|24.87\|292966;2026-06-11\|25.72\|2.02\|24.80\|26.51\|24.65\|319732;2026-06-12\|25.05\|-2.60\|26.50\|26.64\|24.87\|373306;2026-06-15\|27.07\|8.06\|25.04\|27.20\|24.65\|438777;2026-06-16\|27.54\|1.74\|27.00\|27.85\|26.80\|407344;2026-06-17\|26.67\|-3.05\|26.82\|27.65\|26.46\|318831;2026-06-18\|28.22\|5.81\|26.63\|28.49\|26.59\|529206;2026-06-22\|27.75\|-1.67\|28.49\|28.60\|26.31\|610285;2026-06-23\|28.75\|3.60\|27.00\|29.40\|25.71\|740468;2026-06-24\|26.52\|-7.76\|28.29\|28.29\|26.01\|595483;2026-06-25\|29.17\|9.99\|25.98\|29.17\|25.44\|526637;2026-06-26\|30.21\|3.57\|28.78\|30.85\|26.80\|827866;2026-06-29\|29.10\|-3.67\|29.70\|31.56\|28.46\|615967;2026-06-30\|32.01\|10.00\|29.79\|32.01\|29.62\|427057;2026-07-01\|31.89\|-0.37\|32.50\|33.55\|30.54\|667969;2026-07-02\|28.70\|-10.00\|30.10\|30.20\|28.70\|409792;2026-07-03\|25.83\|-10.00\|27.35\|27.65\|25.83\|444340;2026-07-06\|23.71\|-8.21\|25.25\|26.00\|23.25\|430361;2026-07-07\|22.90\|-3.42\|23.14\|23.73\|22.51\|225973;2026-07-08\|21.30\|-6.99\|22.90\|23.15\|21.23\|267454;2026-07-09\|22.32\|4.79\|21.50\|22.46\|20.71\|278548;2026-07-10\|21.95\|-1.66\|22.30\|23.24\|21.93\|284383;2026-07-13\|19.76\|-9.98\|21.60\|21.84\|19.76\|230805;2026-07-14\|20.25\|2.48\|19.76\|20.32\|19.00\|184482;2026-07-15\|19.32\|-4.59\|20.50\|20.58\|19.25\|139954;2026-07-16\|18.22\|-5.69\|19.00\|19.33\|18.01\|200242;2026-07-17\|16.70\|-8.34\|18.30\|18.35\|16.50\|206901;2026-07-20\|15.86\|-5.03\|17.18\|17.33\|15.44\|228282;2026-07-21\|17.11\|7.88\|16.00\|17.26\|14.60\|275492;2026-07-22\|16.61\|-2.92\|16.90\|17.41\|16.50\|188433;2026-07-23\|17.08\|2.83\|16.66\|17.29\|16.62\|160000;2026-07-24\|16.84\|-1.41\|16.80\|17.73\|16.71\|222460;2026-07-27\|17.22\|2.26\|16.60\|17.27\|16.40\|176924;2026-07-28\|16.76\|-2.67\|16.92\|17.50\|16.56\|158111;2026-07-29\|16.40\|-2.15\|16.57\|16.74\|15.83\|177512;2026-07-30\|15.48\|-5.61\|16.12\|16.48\|15.29\|155796;2026-07-31\|16.13\|4.20\|16.30\|16.74\|16.11\|203035;2026-08-03\|16.38\|1.55\|16.00\|16.42\|15.99\|122020;2026-08-04\|17.06\|4.15\|16.59\|17.14\|16.44\|140170;2026-08-05\|17.73\|3.93\|16.80\|17.98\|16.80\|210086;2026-08-06\|17.89\|0.90\|17.52\|18.09\|17.50\|177998;2026-08-07\|18.24\|1.96\|18.10\|18.34\|17.51\|201385;2026-08-10\|18.06\|-0.99\|18.37\|18.38\|17.71\|149763;2026-08-11\|17.87\|-1.05\|17.76\|18.13\|17.63\|141000;2026-08-12\|18.06\|1.06\|17.88\|18.25\|17.83\|117458;2026-08-13\|17.99\|-0.39\|18.08\|18.51\|17.97\|162955;2026-08-14\|18.25\|1.45\|18.08\|18.29\|17.91\|125972;2026-08-17\|18.87\|3.40\|18.25\|18.95\|18.20\|162157;2026-08-18\|18.64\|-1.22\|18.83\|18.99\|18.30\|132062;2026-08-19\|17.43\|-6.49\|18.20\|18.49\|17.27\|168159;2026-08-20\|17.39\|-0.23\|17.55\|17.82\|17.27\|97584;2026-08-21\|17.61\|1.27\|17.35\|17.83\|17.04\|83721;2026-08-24\|17.28\|-1.87\|17.61\|17.71\|16.94\|90976;2026-08-25\|17.56\|1.62\|17.01\|17.83\|16.83\|89163;2026-08-26\|17.47\|-0.51\|17.57\|17.66\|17.19\|79026;2026-08-27\|18.66\|6.81\|17.55\|18.99\|17.43\|222888;2026-08-28\|18.18\|-2.57\|18.18\|18.80\|18.13\|184380;2026-08-31\|18.25\|0.39\|17.97\|18.29\|17.80\|118653;2026-09-01\|17.95\|-1.64\|18.24\|18.24\|17.75\|95231;2026-09-02\|18.22\|1.50\|17.72\|18.49\|17.72\|229504;2026-09-03\|17.91\|-1.70\|18.10\|18.18\|17.75\|158610;2026-09-04\|17.80\|-0.61\|18.10\|18.39\|17.66\|161711;2026-09-07\|18.06\|1.46\|17.80\|18.18\|17.60\|121239;2026-09-08\|18.08\|0.11\|18.01\|18.23\|17.90\|104923;2026-09-09\|18.59\|2.82\|18.16\|18.99\|18.08\|226327;2026-09-10\|18.16\|-2.31\|18.55\|18.63\|18.05\|147836;2026-09-11\|19.98\|10.02\|17.90\|19.98\|17.80\|465422;2026-09-14\|20.58\|3.00\|20.19\|20.88\|19.80\|734945
116981	MPO、FAU、CPO等行业新技术受关注	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-05-11\|32.08\|10.01\|30.00\|32.08\|29.30\|1320818;2026-05-12\|32.66\|1.81\|33.97\|34.00\|31.03\|2437124;2026-05-13\|35.07\|7.38\|32.00\|35.30\|32.00\|2026505;2026-05-14\|32.80\|-6.47\|34.39\|35.55\|32.46\|2066419;2026-05-15\|29.52\|-10.00\|32.60\|33.38\|29.52\|2016091;2026-05-18\|30.08\|1.90\|29.00\|30.77\|29.00\|1442605;2026-05-19\|29.48\|-1.99\|29.54\|29.87\|27.96\|1405300;2026-05-20\|28.71\|-2.61\|29.39\|29.45\|28.10\|1144851;2026-05-21\|27.50\|-4.21\|29.28\|29.50\|27.04\|1403608;2026-05-22\|29.26\|6.40\|28.10\|29.88\|27.90\|1410654;2026-05-25\|31.31\|7.01\|29.63\|31.43\|28.94\|1724802;2026-05-26\|28.86\|-7.83\|30.76\|31.25\|28.29\|1602669;2026-05-27\|31.21\|8.14\|28.59\|31.75\|28.00\|2522521;2026-05-28\|34.33\|10.00\|30.50\|34.33\|29.59\|2218723;2026-05-29\|32.73\|-4.66\|34.00\|34.82\|32.12\|2087071;2026-06-01\|30.60\|-6.51\|32.14\|32.50\|29.46\|1919729;2026-06-02\|32.00\|4.58\|30.50\|32.60\|29.85\|1599639;2026-06-03\|31.50\|-1.56\|33.29\|33.70\|30.51\|1927744;2026-06-04\|29.77\|-5.49\|30.58\|31.32\|29.61\|1516819;2026-06-05\|29.42\|-1.18\|29.47\|32.16\|29.15\|1879502;2026-06-08\|26.78\|-8.97\|27.93\|28.49\|26.49\|1362992;2026-06-09\|29.46\|10.01\|27.80\|29.46\|27.06\|1503356;2026-06-10\|29.08\|-1.29\|29.30\|30.15\|28.38\|1309455;2026-06-11\|29.31\|0.79\|28.75\|30.73\|28.75\|1422375;2026-06-12\|28.25\|-3.62\|30.09\|30.34\|28.06\|1188992;2026-06-15\|30.94\|9.52\|29.15\|31.05\|28.41\|1582483;2026-06-16\|32.39\|4.69\|31.44\|32.88\|30.86\|1287542;2026-06-17\|33.41\|3.15\|31.70\|33.80\|31.68\|1390896;2026-06-18\|32.88\|-1.59\|33.35\|34.29\|32.70\|1222860;2026-06-22\|34.46\|4.81\|33.55\|35.00\|32.55\|1807323;2026-06-23\|32.49\|-5.72\|34.10\|34.57\|32.11\|1373309;2026-06-24\|32.36\|-0.40\|31.99\|33.92\|31.11\|1262431;2026-06-25\|35.60\|10.01\|32.99\|35.60\|32.95\|1638789;2026-06-26\|32.75\|-8.01\|36.52\|37.37\|32.34\|2400963;2026-06-29\|30.14\|-7.97\|32.75\|33.00\|29.48\|1764150;2026-06-30\|30.84\|2.32\|30.06\|31.74\|29.30\|1131699;2026-07-01\|29.94\|-2.92\|30.63\|31.07\|29.21\|1152264;2026-07-02\|27.90\|-6.81\|28.60\|29.58\|27.57\|1015200;2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|21.51\|-10.00\|23.50\|23.80\|21.51\|852473;2026-07-14\|22.97\|6.79\|21.55\|23.15\|21.10\|950171;2026-07-15\|23.43\|2.00\|22.50\|24.17\|22.31\|1304508;2026-07-16\|21.36\|-8.83\|22.40\|22.99\|21.10\|867290;2026-07-17\|19.22\|-10.02\|21.54\|21.61\|19.22\|1094017;2026-07-20\|17.39\|-9.52\|19.89\|20.18\|17.30\|1109904;2026-07-21\|19.13\|10.01\|17.89\|19.13\|15.68\|1005536;2026-07-22\|19.15\|0.10\|19.04\|20.10\|18.96\|1157088;2026-07-23\|18.95\|-1.04\|19.53\|19.95\|18.64\|694034;2026-07-24\|18.35\|-3.17\|18.58\|19.16\|18.11\|580593;2026-07-27\|19.60\|6.81\|18.65\|19.60\|18.04\|769679;2026-07-28\|18.54\|-5.41\|19.12\|20.20\|18.35\|787585;2026-07-29\|18.21\|-1.78\|18.52\|18.59\|17.17\|791393;2026-07-30\|16.39\|-9.99\|18.03\|18.38\|16.39\|956635;2026-07-31\|16.61\|1.34\|17.60\|18.01\|16.59\|1091656;2026-08-03\|16.47\|-0.84\|16.60\|16.88\|16.15\|645511;2026-08-04\|18.12\|10.02\|16.85\|18.12\|16.59\|826008;2026-08-05\|19.68\|8.61\|17.70\|19.93\|17.68\|1476726;2026-08-06\|21.65\|10.01\|19.48\|21.65\|19.34\|1609317;2026-08-07\|23.01\|6.28\|21.65\|23.20\|21.09\|1869564;2026-08-10\|23.48\|2.04\|23.50\|24.50\|22.82\|1663870;2026-08-11\|23.25\|-0.98\|22.98\|24.08\|22.50\|1170952;2026-08-12\|24.24\|4.26\|23.44\|24.66\|23.17\|1024500;2026-08-13\|24.21\|-0.12\|24.57\|26.14\|24.00\|1497464;2026-08-14\|24.98\|3.18\|24.21\|25.60\|23.50\|1304679;2026-08-17\|27.48\|10.01\|25.11\|27.48\|24.80\|1145016;2026-08-18\|29.39\|6.95\|27.30\|29.87\|27.20\|2074701;2026-08-19\|26.65\|-9.32\|27.50\|28.54\|26.45\|1773990;2026-08-20\|27.89\|4.65\|27.26\|28.49\|26.20\|1391037;2026-08-21\|27.27\|-2.22\|27.84\|28.47\|26.86\|1083813;2026-08-24\|26.07\|-4.40\|27.27\|27.55\|25.39\|1094382;2026-08-25\|27.41\|5.14\|25.48\|28.68\|25.42\|1794574;2026-08-26\|26.50\|-3.32\|26.88\|27.59\|25.80\|1303084;2026-08-27\|29.15\|10.00\|27.03\|29.15\|26.80\|1309900;2026-08-28\|28.94\|-0.72\|29.80\|30.23\|28.56\|1586123;2026-08-31\|28.42\|-1.80\|28.20\|29.22\|27.92\|972142;2026-09-01\|26.98\|-5.07\|28.41\|28.41\|26.98\|767811;2026-09-02\|26.46\|-1.93\|26.38\|27.12\|26.15\|682007;2026-09-03\|27.44\|3.70\|26.99\|27.85\|25.70\|1034051;2026-09-04\|26.26\|-4.30\|27.45\|28.25\|26.01\|900845;2026-09-07\|28.89\|10.02\|27.37\|28.89\|27.11\|783874;2026-09-08\|30.08\|4.12\|29.89\|31.00\|29.50\|1749373;2026-09-09\|29.36\|-2.39\|30.46\|31.00\|29.29\|1113811;2026-09-10\|28.34\|-3.47\|29.20\|29.35\|28.24\|752267;2026-09-11\|27.48\|-3.03\|27.70\|28.79\|26.48\|864787;2026-09-14\|30.23\|10.01\|27.00\|30.23\|26.30\|809668
116980	MPO、FAU、CPO等行业新技术受关注	光通信测试+AI眼镜+测量仪器行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司拟收购伽蓝特100%股权，后者专注光通信模块和光芯片测试	2026-05-11\|85.13\|1.18\|85.00\|88.00\|80.10\|160644;2026-05-12\|82.50\|-3.09\|86.82\|87.50\|81.22\|138473;2026-05-13\|86.06\|4.32\|81.75\|87.49\|80.28\|134349;2026-05-14\|94.67\|10.00\|87.61\|94.67\|82.39\|165788;2026-05-15\|96.27\|1.69\|96.00\|104.00\|92.77\|217579;2026-05-18\|105.90\|10.00\|94.03\|105.90\|94.03\|129471;2026-05-19\|103.65\|-2.12\|104.74\|107.22\|97.49\|198296;2026-05-20\|111.02\|7.11\|102.46\|112.88\|95.59\|181190;2026-05-21\|105.80\|-4.70\|112.81\|114.91\|100.00\|166784;2026-05-22\|116.38\|10.00\|103.90\|116.38\|102.92\|154007;2026-05-25\|128.02\|10.00\|121.23\|128.02\|121.01\|119840;2026-05-26\|115.50\|-9.78\|133.55\|133.55\|115.22\|218482;2026-05-27\|117.72\|1.92\|111.01\|123.00\|107.67\|181374;2026-05-28\|113.60\|-3.50\|117.39\|117.39\|106.16\|153654;2026-05-29\|109.22\|-3.86\|115.66\|116.55\|107.25\|138600;2026-06-01\|101.93\|-6.67\|108.35\|109.20\|101.30\|120951;2026-06-02\|112.12\|10.00\|101.00\|112.12\|99.81\|97230;2026-06-03\|122.39\|9.16\|118.68\|123.33\|117.77\|152330;2026-06-04\|127.20\|3.93\|123.46\|130.10\|120.87\|155723;2026-06-05\|125.09\|-1.66\|129.68\|132.56\|124.28\|126321;2026-06-08\|118.00\|-5.67\|118.60\|123.60\|116.00\|91774;2026-06-09\|120.02\|1.71\|119.00\|125.00\|118.23\|106091;2026-06-10\|116.62\|-2.83\|119.19\|120.35\|113.20\|99795;2026-06-11\|116.81\|0.16\|115.12\|120.19\|114.11\|87998;2026-06-12\|106.81\|-8.56\|119.16\|121.93\|106.42\|144023;2026-06-15\|112.98\|5.78\|110.01\|116.88\|106.00\|128932;2026-06-16\|122.60\|8.51\|114.40\|124.28\|107.88\|180540;2026-06-17\|125.55\|2.41\|118.27\|126.80\|118.27\|135989;2026-06-18\|131.35\|4.62\|126.01\|135.95\|126.00\|108222;2026-06-22\|118.23\|-9.99\|130.73\|131.30\|118.22\|159572;2026-06-23\|113.95\|-3.62\|115.11\|119.36\|113.10\|89396;2026-06-24\|112.57\|-1.21\|112.95\|115.00\|108.80\|96936;2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422;2026-07-14\|92.85\|6.98\|86.66\|93.06\|85.10\|79538;2026-07-15\|102.14\|10.01\|102.14\|102.14\|101.45\|50710;2026-07-16\|107.37\|5.12\|98.90\|112.35\|98.00\|181730;2026-07-17\|96.63\|-10.00\|106.30\|107.50\|96.63\|114938;2026-07-20\|86.97\|-10.00\|93.57\|97.87\|86.97\|127749;2026-07-21\|92.40\|6.24\|88.36\|92.45\|78.27\|125554;2026-07-22\|87.48\|-5.32\|91.08\|94.12\|86.23\|103333;2026-07-23\|84.59\|-3.30\|87.74\|90.89\|83.50\|79436;2026-07-24\|81.90\|-3.18\|83.07\|85.30\|80.23\|59485;2026-07-27\|84.50\|3.17\|82.00\|85.00\|79.60\|59556;2026-07-28\|76.05\|-10.00\|80.97\|83.82\|76.05\|73669;2026-07-29\|70.59\|-7.18\|75.13\|75.40\|68.46\|128486;2026-07-30\|63.53\|-10.00\|70.92\|71.16\|63.53\|78248;2026-07-31\|66.26\|4.30\|68.70\|69.80\|66.23\|101412;2026-08-03\|62.93\|-5.03\|65.07\|66.66\|62.06\|83758;2026-08-04\|69.22\|10.00\|65.01\|69.22\|63.20\|51963;2026-08-05\|76.14\|10.00\|68.57\|76.14\|67.06\|131624;2026-08-06\|79.03\|3.80\|75.63\|80.55\|74.00\|109091;2026-08-07\|82.79\|4.76\|79.71\|83.75\|78.30\|89798;2026-08-10\|84.52\|2.09\|83.04\|86.13\|81.40\|80686;2026-08-11\|84.10\|-0.50\|83.26\|85.30\|80.73\|54578;2026-08-12\|87.35\|3.86\|84.11\|90.00\|83.55\|71788;2026-08-13\|90.21\|3.27\|88.88\|94.29\|87.88\|101923;2026-08-14\|95.08\|5.40\|90.58\|99.23\|90.58\|140247;2026-08-17\|100.20\|5.38\|95.15\|100.56\|91.55\|125149;2026-08-18\|105.26\|5.05\|102.00\|107.50\|102.00\|130736;2026-08-19\|94.73\|-10.00\|101.20\|102.88\|94.73\|106251;2026-08-20\|97.99\|3.44\|97.99\|101.00\|93.00\|100896;2026-08-21\|98.44\|0.46\|98.03\|107.79\|97.41\|183010;2026-08-24\|93.98\|-4.53\|103.02\|103.05\|91.05\|140167;2026-08-25\|94.52\|0.57\|91.68\|96.90\|90.85\|86204;2026-08-26\|92.77\|-1.85\|98.38\|98.70\|91.28\|84024;2026-08-27\|102.05\|10.00\|94.80\|102.05\|94.09\|111938;2026-08-28\|100.89\|-1.14\|104.01\|106.45\|100.63\|107849;2026-08-31\|101.30\|0.41\|99.88\|103.38\|98.31\|81763;2026-09-01\|99.97\|-1.31\|101.50\|102.00\|96.57\|79369;2026-09-02\|96.96\|-3.01\|98.39\|99.15\|96.23\|53544;2026-09-03\|106.66\|10.00\|100.00\|106.66\|99.25\|148611;2026-09-04\|107.36\|0.66\|114.53\|117.33\|106.56\|178643;2026-09-07\|118.10\|10.00\|110.04\|118.10\|107.56\|112061;2026-09-08\|129.91\|10.00\|124.88\|129.91\|121.50\|178356;2026-09-09\|134.32\|3.39\|132.50\|137.37\|128.08\|170904;2026-09-10\|132.91\|-1.05\|134.00\|134.99\|129.52\|96860;2026-09-11\|127.20\|-4.30\|131.70\|132.45\|122.99\|114372;2026-09-14\|123.48\|-2.92\|124.84\|126.70\|119.56\|102165
116979	MPO、FAU、CPO等行业新技术受关注	高速光模块发布+算力配套+商业航天+央企行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据证券时报网2026年6月23日报道，公司发布25G系列高速光模块新产品，突破了COB封装、高速电信号传输等核心工艺瓶颈，填补了公司相关产品空白。 2、据2026年5月11日及6月22日互动易，公司为算力领域客户提供高速背板连接器、液冷连接器及线缆组件等产品，并已批量供货；2025年来自商业航天及算力领域配套产品收入占营业收入8%左右。 3、据2026年4月20日投资者关系活动记录表，商业航天是公司“十五五”重点投入产业，部分电子元器件已获下游客户认可并应用。 4、据2025年年度报告，公司控股股东为航天江南集团有限公司，实际控制人为国务院国有资产监督管理委员会。	1、国内光通信器件行业的重点骨干企业；控股子公司江苏奥雷光电有限公司主营业务为光模块、光互连产品研制生产，产品主要应用于防务、通信、视频监控和工业控制等领域； 2、中航科工集团旗下，航天连接器龙头，市场占比超过70%	2026-05-11\|76.36\|0.87\|76.68\|78.01\|74.79\|307182;2026-05-12\|74.90\|-1.91\|76.36\|77.95\|73.82\|252473;2026-05-13\|73.79\|-1.48\|74.10\|74.57\|72.04\|235088;2026-05-14\|70.26\|-4.78\|75.10\|75.88\|70.23\|225379;2026-05-15\|69.41\|-1.21\|69.90\|71.23\|67.60\|207349;2026-05-18\|68.00\|-2.03\|69.51\|71.54\|67.74\|253193;2026-05-19\|72.91\|7.22\|67.80\|73.41\|66.40\|321289;2026-05-20\|73.61\|0.96\|73.53\|75.32\|71.44\|240258;2026-05-21\|72.22\|-1.89\|73.96\|78.93\|72.02\|378651;2026-05-22\|74.80\|3.57\|73.00\|76.22\|70.64\|249481;2026-05-25\|76.70\|2.54\|75.20\|77.60\|73.35\|293798;2026-05-26\|73.50\|-4.17\|76.00\|77.50\|72.32\|225589;2026-05-27\|69.49\|-5.46\|73.54\|76.30\|69.18\|265342;2026-05-28\|70.51\|1.47\|69.83\|71.50\|68.38\|181542;2026-05-29\|65.15\|-7.60\|70.39\|71.30\|64.85\|216667;2026-06-01\|61.42\|-5.73\|65.16\|65.97\|61.30\|182180;2026-06-02\|60.75\|-1.09\|62.00\|62.01\|58.99\|180827;2026-06-03\|65.24\|7.39\|60.75\|66.83\|60.66\|317216;2026-06-04\|67.91\|4.09\|66.65\|69.90\|66.51\|342862;2026-06-05\|64.80\|-4.58\|67.91\|67.91\|64.27\|229902;2026-06-08\|59.68\|-7.90\|62.11\|64.03\|59.35\|228225;2026-06-09\|61.36\|2.81\|60.50\|61.80\|58.04\|211084;2026-06-10\|62.41\|1.71\|61.02\|63.32\|59.89\|214167;2026-06-11\|66.06\|5.85\|63.91\|67.94\|62.88\|372755;2026-06-12\|64.05\|-3.04\|66.86\|69.17\|63.81\|258172;2026-06-15\|65.88\|2.86\|64.61\|66.98\|63.38\|176320;2026-06-16\|63.12\|-4.19\|66.00\|66.50\|62.66\|197598;2026-06-17\|63.40\|0.44\|63.63\|65.35\|62.33\|173263;2026-06-18\|63.53\|0.20\|62.80\|65.45\|62.18\|154411;2026-06-22\|60.18\|-5.27\|63.89\|65.49\|59.60\|224725;2026-06-23\|60.55\|0.61\|59.62\|61.98\|56.80\|225009;2026-06-24\|66.61\|10.01\|61.85\|66.61\|61.80\|143767;2026-06-25\|73.27\|10.00\|69.80\|73.27\|69.41\|543041;2026-06-26\|72.46\|-1.11\|73.73\|74.00\|69.86\|321246;2026-06-29\|71.75\|-0.98\|73.00\|75.14\|69.90\|239601;2026-06-30\|76.22\|6.23\|73.50\|78.12\|72.09\|359023;2026-07-01\|80.20\|5.22\|76.20\|81.93\|75.29\|392127;2026-07-02\|83.10\|3.62\|78.00\|87.80\|77.08\|376085;2026-07-03\|83.70\|0.72\|84.75\|90.69\|83.34\|316390;2026-07-06\|92.07\|10.00\|86.23\|92.07\|83.33\|288224;2026-07-07\|90.15\|-2.09\|93.72\|93.87\|87.20\|365134;2026-07-08\|86.30\|-4.27\|93.50\|95.88\|86.08\|370641;2026-07-09\|83.76\|-2.94\|86.54\|87.98\|78.00\|405437;2026-07-10\|79.29\|-5.34\|83.63\|88.84\|79.29\|495203;2026-07-13\|76.00\|-4.15\|78.31\|81.40\|74.49\|347077;2026-07-14\|74.37\|-2.14\|76.00\|78.43\|70.84\|278996;2026-07-15\|70.36\|-5.39\|73.92\|74.59\|70.02\|164477;2026-07-16\|72.08\|2.44\|69.41\|75.36\|69.01\|224985;2026-07-17\|64.76\|-9.99\|71.63\|72.00\|64.76\|222576;2026-07-20\|63.58\|-1.82\|67.18\|69.01\|61.70\|219007;2026-07-21\|66.98\|5.35\|64.50\|67.16\|58.46\|229406;2026-07-22\|69.55\|3.84\|65.11\|73.25\|65.00\|289819;2026-07-23\|66.14\|-4.90\|69.55\|72.50\|65.40\|206597;2026-07-24\|65.90\|-0.36\|64.05\|68.74\|64.05\|144216;2026-07-27\|67.73\|2.78\|65.90\|68.00\|63.89\|151786;2026-07-28\|61.62\|-9.02\|66.79\|67.70\|61.18\|155838;2026-07-29\|61.08\|-0.88\|62.00\|62.99\|58.30\|148114;2026-07-30\|57.16\|-6.42\|61.00\|61.35\|54.97\|191144;2026-07-31\|61.37\|7.37\|59.96\|62.77\|59.20\|200753;2026-08-03\|61.39\|0.03\|63.99\|64.92\|60.66\|171567;2026-08-04\|63.47\|3.39\|63.50\|64.68\|62.20\|156475;2026-08-05\|66.33\|4.51\|63.00\|67.42\|62.56\|201808;2026-08-06\|65.51\|-1.24\|64.00\|66.90\|63.71\|180358;2026-08-07\|65.77\|0.40\|65.25\|66.48\|63.84\|161482;2026-08-10\|64.28\|-2.27\|66.20\|66.55\|62.81\|152849;2026-08-11\|64.05\|-0.36\|62.82\|65.47\|61.80\|133066;2026-08-12\|64.49\|0.69\|63.81\|66.53\|63.81\|114854;2026-08-13\|64.96\|0.73\|65.60\|66.88\|64.76\|161100;2026-08-14\|64.22\|-1.14\|65.01\|67.48\|63.56\|121416;2026-08-17\|65.16\|1.46\|64.11\|65.50\|63.61\|128686;2026-08-18\|71.68\|10.01\|65.38\|71.68\|64.35\|291436;2026-08-19\|64.51\|-10.00\|71.26\|71.50\|64.51\|372781;2026-08-20\|60.78\|-5.78\|63.62\|64.50\|60.10\|248996;2026-08-21\|62.67\|3.11\|60.29\|63.59\|59.31\|165410;2026-08-24\|59.37\|-5.27\|63.89\|64.37\|57.70\|161401;2026-08-25\|60.67\|2.19\|58.59\|61.50\|57.88\|110257;2026-08-26\|60.52\|-0.25\|60.78\|61.81\|60.27\|76612;2026-08-27\|62.81\|3.78\|61.74\|63.00\|60.52\|144384;2026-08-28\|62.35\|-0.73\|62.10\|63.78\|62.10\|102015;2026-08-31\|65.51\|5.07\|61.50\|66.66\|61.18\|171557;2026-09-01\|66.80\|1.97\|65.49\|67.37\|64.63\|177308;2026-09-02\|66.42\|-0.57\|66.59\|67.40\|64.80\|120935;2026-09-03\|66.77\|0.53\|66.90\|67.24\|65.10\|82220;2026-09-04\|64.18\|-3.88\|67.03\|67.57\|63.76\|110776;2026-09-07\|67.40\|5.02\|64.99\|68.20\|63.00\|139630;2026-09-08\|65.57\|-2.72\|66.95\|67.13\|65.31\|90544;2026-09-09\|64.20\|-2.09\|65.88\|66.94\|63.69\|109102;2026-09-10\|63.40\|-1.25\|63.51\|65.05\|63.10\|72237;2026-09-11\|63.01\|-0.62\|62.55\|63.88\|60.30\|111996;2026-09-14\|65.30\|3.63\|62.39\|65.75\|62.00\|96703
116978	MPO、FAU、CPO等行业新技术受关注	光纤概念+高纯四氯化硅+含硫硅烷+券商推荐 1、据上海证券报2026年6月23日报道，受AI算力及通信网络升级带动，光纤用高纯四氯化硅进入景气上行周期，9N级产品长协价阶段性涨幅约80%，行业供需缺口持续扩大。 2、据2026年6月5日互动易，公司重点布局2万吨光纤级高纯四氯化硅及5000吨电子级正硅酸乙酯项目，性能对标9N级，以满足AI算力及半导体产业需求；项目达产后总体毛利率较好。 3、据2025年年度报告，公司含硫硅烷偶联剂连续多年全球市场占有率第一，为国内功能性硅烷行业龙头企业之一。 4、据方正证券2026年6月23日研报，认为公司主业有望迎来反转，高纯四氯化硅及纳米硅业务将打开成长空间，首次覆盖给予“推荐”评级。	1、公司重点布局2万吨光纤级高纯四氯化硅和5000吨电子级正硅酸乙酯项目，以满足AI算力及半导体产业需求，具备高纯硅烷产品的生产工艺技术，能较快实现量产落地； 2、国内功能性硅烷行业龙头企业；公司具备完整的“硅块-三氯氢硅-中间体-功能性硅烷-气相白炭黑”绿色循环产业链，相关产品和技术适用于液体硅胶	2026-05-11\|12.13\|-8.11\|13.19\|13.19\|11.89\|586258;2026-05-12\|12.09\|-0.33\|12.24\|12.55\|12.00\|296193;2026-05-13\|11.10\|-8.19\|12.19\|12.19\|10.92\|678274;2026-05-14\|12.21\|10.00\|11.40\|12.21\|11.40\|334433;2026-05-15\|11.80\|-3.36\|12.58\|13.23\|11.57\|732663;2026-05-18\|11.90\|0.85\|11.56\|12.24\|11.22\|445844;2026-05-19\|12.01\|0.92\|11.88\|12.05\|11.74\|247962;2026-05-20\|12.25\|2.00\|12.28\|12.51\|11.55\|387534;2026-05-21\|11.81\|-3.59\|12.30\|12.83\|11.75\|372143;2026-05-22\|12.99\|9.99\|12.00\|12.99\|11.80\|404200;2026-05-25\|12.74\|-1.92\|12.99\|13.04\|12.23\|448954;2026-05-26\|12.19\|-4.32\|12.68\|12.94\|12.16\|249212;2026-05-27\|11.48\|-5.82\|12.18\|12.18\|11.10\|378130;2026-05-28\|11.70\|1.92\|11.56\|11.85\|11.19\|265731;2026-05-29\|11.03\|-5.73\|11.67\|12.08\|10.86\|286457;2026-06-01\|10.68\|-3.17\|10.81\|11.00\|10.25\|257496;2026-06-02\|10.66\|-0.19\|10.78\|10.87\|10.49\|185573;2026-06-03\|10.71\|0.47\|10.79\|10.94\|10.47\|202461;2026-06-04\|11.20\|4.58\|10.68\|11.36\|10.57\|261522;2026-06-05\|10.84\|-3.21\|11.19\|11.55\|10.81\|303366;2026-06-08\|10.10\|-6.83\|10.37\|10.60\|9.98\|234412;2026-06-09\|10.57\|4.65\|10.24\|10.65\|9.96\|171998;2026-06-10\|10.71\|1.32\|10.35\|11.18\|10.34\|205240;2026-06-11\|10.55\|-1.49\|10.64\|10.81\|10.19\|161931;2026-06-12\|10.15\|-3.79\|10.60\|10.82\|10.07\|207492;2026-06-15\|10.35\|1.97\|10.16\|10.42\|9.99\|232655;2026-06-16\|11.00\|6.28\|10.35\|11.29\|10.21\|291354;2026-06-17\|10.77\|-2.09\|10.95\|11.03\|10.66\|200520;2026-06-18\|10.71\|-0.56\|10.65\|10.75\|10.20\|224172;2026-06-22\|9.82\|-8.31\|10.90\|11.43\|9.64\|464802;2026-06-23\|10.80\|9.98\|10.02\|10.80\|9.67\|233442;2026-06-24\|11.88\|10.00\|11.23\|11.88\|10.82\|683281;2026-06-25\|13.07\|10.02\|13.07\|13.07\|13.07\|149548;2026-06-26\|14.38\|10.02\|13.59\|14.38\|13.13\|1513870;2026-06-29\|13.98\|-2.78\|14.20\|14.90\|13.50\|1109184;2026-06-30\|13.03\|-6.80\|13.70\|13.97\|12.58\|1023712;2026-07-01\|12.85\|-1.38\|12.80\|13.83\|12.58\|871541;2026-07-02\|12.63\|-1.71\|12.25\|13.43\|12.01\|642889;2026-07-03\|11.93\|-5.54\|12.36\|12.62\|11.71\|557748;2026-07-06\|10.99\|-7.88\|11.92\|12.20\|10.93\|475104;2026-07-07\|11.15\|1.46\|11.15\|11.66\|10.66\|521460;2026-07-08\|10.45\|-6.28\|11.13\|11.28\|10.43\|350360;2026-07-09\|10.76\|2.97\|10.60\|11.13\|10.28\|347212;2026-07-10\|10.31\|-4.18\|10.62\|10.91\|10.30\|304822;2026-07-13\|9.28\|-9.99\|10.11\|10.20\|9.28\|355892;2026-07-14\|9.39\|1.19\|9.22\|9.65\|9.04\|251798;2026-07-15\|9.19\|-2.13\|9.39\|9.53\|9.10\|212915;2026-07-16\|8.62\|-6.20\|9.08\|9.16\|8.53\|278668;2026-07-17\|7.89\|-8.47\|8.50\|8.60\|7.77\|358069;2026-07-20\|7.10\|-10.01\|7.99\|7.99\|7.10\|440524;2026-07-21\|7.31\|2.96\|7.20\|7.31\|6.39\|470271;2026-07-22\|7.00\|-4.24\|7.29\|7.33\|6.93\|284517;2026-07-23\|7.34\|4.86\|7.01\|7.42\|6.95\|309819;2026-07-24\|7.09\|-3.41\|7.27\|7.44\|7.08\|247434;2026-07-27\|7.53\|6.21\|7.09\|7.57\|6.93\|269251;2026-07-28\|7.25\|-3.72\|7.46\|7.70\|7.18\|218251;2026-07-29\|7.16\|-1.24\|7.25\|7.26\|6.91\|293934;2026-07-30\|6.84\|-4.47\|7.18\|7.23\|6.70\|248669;2026-07-31\|7.01\|2.49\|7.09\|7.32\|7.01\|228740;2026-08-03\|7.10\|1.28\|7.03\|7.13\|6.94\|173692;2026-08-04\|7.34\|3.38\|7.12\|7.37\|7.11\|229893;2026-08-05\|7.70\|4.90\|7.31\|7.75\|7.26\|359476;2026-08-06\|8.47\|10.00\|7.48\|8.47\|7.44\|371196;2026-08-07\|8.46\|-0.12\|8.68\|8.73\|8.00\|731239;2026-08-10\|8.29\|-2.01\|8.46\|8.49\|8.10\|371740;2026-08-11\|8.22\|-0.84\|8.21\|8.29\|8.08\|211942;2026-08-12\|8.56\|4.14\|8.23\|8.69\|8.19\|303468;2026-08-13\|8.38\|-2.10\|8.65\|8.78\|8.33\|274056;2026-08-14\|8.31\|-0.84\|8.40\|8.45\|8.19\|195711;2026-08-17\|8.50\|2.29\|8.24\|8.54\|8.24\|199798;2026-08-18\|8.48\|-0.24\|8.48\|8.65\|8.34\|217387;2026-08-19\|7.96\|-6.13\|8.28\|8.48\|7.92\|217586;2026-08-20\|8.03\|0.88\|8.03\|8.19\|7.90\|156797;2026-08-21\|7.97\|-0.75\|8.04\|8.10\|7.84\|163133;2026-08-24\|7.74\|-2.89\|7.90\|7.99\|7.56\|194868;2026-08-25\|7.76\|0.26\|7.74\|7.82\|7.47\|143723;2026-08-26\|7.78\|0.26\|8.01\|8.08\|7.62\|163093;2026-08-27\|8.13\|4.50\|7.75\|8.25\|7.73\|225808;2026-08-28\|8.29\|1.97\|8.05\|8.45\|8.05\|201517;2026-08-31\|8.24\|-0.60\|8.18\|8.27\|8.11\|132005;2026-09-01\|8.00\|-2.91\|8.40\|8.40\|7.99\|159928;2026-09-02\|7.95\|-0.62\|7.92\|8.05\|7.76\|200795;2026-09-03\|8.00\|0.63\|7.92\|8.09\|7.86\|139738;2026-09-04\|7.89\|-1.38\|8.05\|8.18\|7.82\|156839;2026-09-07\|7.90\|0.13\|7.92\|7.98\|7.81\|108591;2026-09-08\|8.04\|1.77\|7.90\|8.16\|7.90\|148189;2026-09-09\|8.23\|2.36\|8.00\|8.57\|8.00\|280276;2026-09-10\|8.05\|-2.19\|8.13\|8.28\|8.01\|202934;2026-09-11\|8.06\|0.12\|7.95\|8.15\|7.75\|193213;2026-09-14\|8.21\|1.86\|7.99\|8.30\|7.84\|186469
116977	MPO、FAU、CPO等行业新技术受关注	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-05-11\|12.03\|3.44\|11.76\|12.04\|11.71\|362752;2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.46\|-5.21\|14.06\|14.35\|13.30\|332172;2026-07-14\|13.46\|0.00\|13.40\|13.65\|13.19\|327656;2026-07-15\|13.05\|-3.05\|13.65\|13.91\|12.98\|333476;2026-07-16\|12.44\|-4.67\|12.88\|13.20\|12.37\|297137;2026-07-17\|11.75\|-5.55\|12.50\|12.55\|11.63\|310262;2026-07-20\|11.00\|-6.38\|11.96\|12.26\|10.69\|452590;2026-07-21\|11.32\|2.91\|10.97\|11.48\|10.29\|413417;2026-07-22\|11.12\|-1.77\|11.19\|11.42\|10.98\|274997;2026-07-23\|11.34\|1.98\|11.01\|11.39\|11.01\|234157;2026-07-24\|11.15\|-1.68\|11.23\|11.64\|11.10\|278318;2026-07-27\|11.87\|6.46\|11.16\|11.93\|11.11\|297891;2026-07-28\|11.48\|-3.29\|11.83\|11.99\|11.42\|243287;2026-07-29\|11.50\|0.17\|11.45\|11.55\|11.15\|261045;2026-07-30\|11.13\|-3.22\|11.43\|11.64\|11.01\|257799;2026-07-31\|11.40\|2.43\|11.51\|11.88\|11.40\|261178;2026-08-03\|11.62\|1.93\|11.46\|11.65\|11.32\|192051;2026-08-04\|11.83\|1.81\|11.64\|11.85\|11.52\|190984;2026-08-05\|12.24\|3.47\|11.79\|12.35\|11.78\|289440;2026-08-06\|12.35\|0.90\|12.16\|12.42\|12.08\|234777;2026-08-07\|12.53\|1.46\|12.36\|12.59\|12.07\|258150;2026-08-10\|12.60\|0.56\|12.59\|12.62\|12.32\|193210;2026-08-11\|12.56\|-0.32\|12.49\|12.79\|12.45\|180051;2026-08-12\|12.79\|1.83\|12.57\|12.88\|12.55\|207485;2026-08-13\|12.46\|-2.58\|12.85\|12.90\|12.46\|216224;2026-08-14\|12.75\|2.33\|12.50\|12.89\|12.45\|229076;2026-08-17\|12.99\|1.88\|12.86\|13.04\|12.65\|171075;2026-08-18\|12.81\|-1.39\|13.00\|13.15\|12.70\|176377;2026-08-19\|12.13\|-5.31\|12.68\|12.68\|12.04\|235890;2026-08-20\|12.18\|0.41\|12.24\|12.28\|12.11\|142380;2026-08-21\|12.40\|1.81\|12.11\|12.61\|11.91\|157734;2026-08-24\|12.13\|-2.18\|12.40\|12.46\|11.83\|155865;2026-08-25\|12.25\|0.99\|12.12\|12.35\|12.01\|134038;2026-08-26\|12.28\|0.24\|12.25\|12.47\|12.12\|129556;2026-08-27\|12.77\|3.99\|12.26\|12.77\|12.23\|213586;2026-08-28\|12.77\|0.00\|12.74\|12.93\|12.69\|144310;2026-08-31\|13.13\|2.82\|12.65\|13.18\|12.58\|227856;2026-09-01\|13.05\|-0.61\|13.12\|13.42\|12.86\|192568;2026-09-02\|13.02\|-0.23\|12.92\|13.08\|12.75\|182578;2026-09-03\|12.87\|-1.15\|13.02\|13.14\|12.78\|122850;2026-09-04\|12.73\|-1.09\|12.95\|13.07\|12.62\|137417;2026-09-07\|12.62\|-0.86\|12.71\|12.80\|12.59\|128609;2026-09-08\|12.62\|0.00\|12.66\|12.89\|12.55\|129417;2026-09-09\|12.57\|-0.40\|12.63\|12.82\|12.53\|137296;2026-09-10\|12.32\|-1.99\|12.55\|12.58\|12.30\|135878;2026-09-11\|12.15\|-1.38\|12.22\|12.27\|11.90\|175520;2026-09-14\|12.17\|0.16\|12.03\|12.20\|11.91\|93625
116976	消息称台积电先进制程代工将全线涨价	“CPU+DCU”+AI算力+一季报高增行业原因： 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、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商	2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|416793;2026-07-22\|331.60\|-3.75\|338.00\|349.00\|324.69\|328879;2026-07-23\|312.00\|-5.91\|334.82\|335.35\|310.18\|256534;2026-07-24\|314.28\|0.73\|311.00\|319.36\|303.00\|198105;2026-07-27\|313.59\|-0.22\|315.93\|315.93\|301.10\|211023;2026-07-28\|298.28\|-4.88\|307.99\|314.80\|293.15\|251172;2026-07-29\|284.00\|-4.79\|303.94\|304.80\|273.55\|305065;2026-07-30\|273.42\|-3.73\|284.58\|288.00\|265.05\|292423;2026-07-31\|277.00\|1.31\|292.00\|294.00\|277.00\|294871;2026-08-03\|261.00\|-5.78\|277.00\|277.90\|259.40\|241351;2026-08-04\|275.35\|5.50\|263.99\|277.80\|259.50\|218248;2026-08-05\|288.85\|4.90\|280.00\|293.48\|277.00\|265616;2026-08-06\|291.05\|0.76\|283.32\|294.80\|282.32\|162588;2026-08-07\|295.75\|1.61\|291.03\|298.76\|288.55\|193139;2026-08-10\|290.44\|-1.80\|295.70\|295.74\|285.73\|170518;2026-08-11\|287.01\|-1.18\|285.79\|292.77\|285.51\|122357;2026-08-12\|287.66\|0.23\|289.05\|290.50\|283.59\|133994;2026-08-13\|286.00\|-0.58\|293.30\|296.99\|285.36\|186107;2026-08-14\|280.99\|-1.75\|289.97\|289.97\|276.60\|190316;2026-08-17\|288.80\|2.78\|281.00\|288.80\|279.33\|233567;2026-08-18\|280.08\|-3.02\|287.94\|288.00\|273.00\|269220;2026-08-19\|259.74\|-7.26\|273.05\|273.46\|256.11\|285990;2026-08-20\|246.33\|-5.16\|261.99\|262.02\|244.16\|308842;2026-08-21\|246.21\|-0.05\|245.00\|249.32\|242.22\|214408;2026-08-24\|230.81\|-6.25\|246.00\|246.00\|227.07\|295050;2026-08-25\|232.06\|0.54\|226.98\|234.59\|225.75\|182566;2026-08-26\|230.96\|-0.47\|232.00\|233.48\|228.20\|198812;2026-08-27\|245.97\|6.50\|240.00\|249.67\|240.00\|312713;2026-08-28\|245.49\|-0.20\|244.10\|254.80\|244.00\|228614;2026-08-31\|253.90\|3.43\|239.50\|254.05\|238.33\|187456;2026-09-01\|250.43\|-1.37\|252.25\|256.60\|248.51\|149575;2026-09-02\|247.21\|-1.29\|247.39\|249.85\|243.60\|139569;2026-09-03\|246.20\|-0.41\|250.01\|250.66\|244.18\|103568;2026-09-04\|243.67\|-1.03\|249.00\|251.38\|241.49\|135030;2026-09-07\|242.71\|-0.39\|246.00\|246.94\|234.06\|235448;2026-09-08\|236.90\|-2.39\|246.00\|247.99\|236.28\|179187;2026-09-09\|235.80\|-0.46\|242.00\|246.88\|234.32\|166308;2026-09-10\|232.37\|-1.45\|232.00\|234.99\|230.66\|130787;2026-09-11\|230.89\|-0.64\|228.02\|231.50\|225.37\|190054;2026-09-14\|223.69\|-3.12\|225.60\|227.80\|220.77\|147998
116975	消息称台积电先进制程代工将全线涨价	股权激励+半导体物流+化工供应链 1、据2026年7月3日公告，公司发布2026年股票期权激励计划；据2026年6月9日公告，公司此前已披露相关激励计划草案。 2、据申万宏源2026年7月2日研报，AI带动下半导体物流景气上行，公司通过服务壁垒构筑差异化优势，将服务领域拓宽至芯片半导体领域；据2026年5月6日机构调研，公司2026年第一季度货量增长部分来自芯片半导体行业客户服务履约完成带来的增量。 3、据2026年6月10日跟踪评级报告，公司是国内领先的专业智能供应链综合服务商，提供以货运代理、仓储和运输为核心的一站式综合物流服务，2025年供应链物流业务收入72.60亿元，同比增长5.04%。	第三方化工供应链龙头；公司服务领域已拓宽至芯片半导体领域	2026-05-11\|57.82\|0.29\|57.68\|58.40\|56.48\|18211;2026-05-12\|56.79\|-1.78\|57.87\|57.87\|56.50\|15261;2026-05-13\|56.91\|0.21\|56.87\|57.13\|56.40\|8191;2026-05-14\|55.02\|-3.32\|56.90\|57.29\|55.02\|19869;2026-05-15\|54.56\|-0.84\|55.20\|55.66\|54.06\|18617;2026-05-18\|52.63\|-3.54\|54.56\|54.84\|52.30\|20791;2026-05-19\|53.08\|0.85\|53.15\|53.20\|52.51\|11787;2026-05-20\|52.52\|-1.05\|52.35\|52.60\|51.20\|27965;2026-05-21\|51.22\|-2.48\|52.54\|53.18\|51.22\|16718;2026-05-22\|51.68\|0.90\|51.50\|52.01\|51.06\|10484;2026-05-25\|56.20\|8.75\|52.60\|56.85\|52.50\|62815;2026-05-26\|54.04\|-3.84\|55.03\|57.78\|54.04\|52114;2026-05-27\|54.70\|3.13\|53.71\|56.09\|53.13\|50762;2026-05-28\|56.03\|2.43\|56.04\|56.48\|53.00\|63992;2026-05-29\|55.42\|-1.09\|55.92\|57.81\|54.80\|66232;2026-06-01\|57.66\|4.04\|55.39\|58.86\|55.15\|69472;2026-06-02\|56.28\|-2.39\|57.71\|58.16\|56.20\|40822;2026-06-03\|56.72\|0.78\|56.40\|59.00\|56.13\|49750;2026-06-04\|53.07\|-6.44\|56.20\|56.55\|52.26\|62014;2026-06-05\|52.51\|-1.06\|53.00\|53.59\|51.82\|31539;2026-06-08\|49.48\|-5.77\|51.20\|52.22\|48.90\|42304;2026-06-09\|53.18\|7.48\|52.00\|53.83\|51.33\|45649;2026-06-10\|55.30\|3.99\|53.52\|56.80\|52.55\|48971;2026-06-11\|54.69\|-1.10\|54.38\|55.38\|53.70\|29050;2026-06-12\|57.65\|5.41\|54.70\|58.17\|54.70\|45323;2026-06-15\|58.50\|1.47\|58.25\|58.70\|56.93\|36825;2026-06-16\|58.75\|0.43\|59.50\|59.73\|56.70\|41791;2026-06-17\|60.89\|3.64\|58.74\|61.61\|57.13\|52734;2026-06-18\|60.30\|-0.97\|60.50\|61.88\|59.31\|31667;2026-06-22\|62.05\|2.90\|59.80\|63.30\|59.49\|43954;2026-06-23\|62.52\|0.76\|62.00\|64.17\|61.05\|31895;2026-06-24\|68.77\|10.00\|62.42\|68.77\|62.00\|77776;2026-06-25\|75.65\|10.00\|70.88\|75.65\|70.88\|124872;2026-06-26\|76.02\|0.49\|75.00\|77.87\|73.01\|94979;2026-06-29\|72.88\|-4.13\|76.24\|77.00\|71.81\|70948;2026-06-30\|71.17\|-2.35\|72.88\|74.00\|69.71\|73664;2026-07-01\|76.65\|7.70\|71.85\|76.93\|71.28\|66407;2026-07-02\|72.03\|-6.03\|74.00\|76.31\|71.50\|56517;2026-07-03\|79.23\|10.00\|72.52\|79.23\|72.52\|36134;2026-07-06\|78.35\|-1.11\|80.00\|81.00\|75.00\|114769;2026-07-07\|79.52\|1.49\|77.96\|83.97\|77.50\|80968;2026-07-08\|76.12\|-4.28\|78.71\|79.97\|73.85\|78031;2026-07-09\|76.01\|-0.14\|76.00\|76.86\|74.01\|57631;2026-07-10\|74.59\|-1.87\|76.90\|77.20\|74.17\|45175;2026-07-13\|71.80\|-3.74\|73.67\|77.50\|70.83\|54938;2026-07-14\|73.21\|1.96\|71.38\|73.28\|70.10\|60438;2026-07-15\|72.00\|-1.65\|73.07\|73.25\|66.71\|91367;2026-07-16\|64.80\|-10.00\|69.75\|70.56\|64.80\|63662;2026-07-17\|63.41\|-2.15\|64.97\|67.73\|63.20\|61971;2026-07-20\|62.70\|-1.12\|63.41\|65.18\|61.30\|50768;2026-07-21\|66.05\|5.34\|62.37\|66.50\|61.88\|48112;2026-07-22\|65.30\|-1.14\|66.00\|66.49\|64.02\|30860;2026-07-23\|63.53\|-2.71\|64.00\|65.78\|62.51\|29248;2026-07-24\|62.64\|-1.40\|63.33\|63.55\|62.00\|19127;2026-07-27\|63.99\|2.16\|62.38\|63.99\|61.87\|24821;2026-07-28\|62.47\|-2.38\|64.76\|64.76\|62.00\|27069;2026-07-29\|60.75\|-2.75\|62.49\|62.65\|59.00\|43885;2026-07-30\|59.65\|-1.81\|60.72\|61.97\|57.72\|37052;2026-07-31\|58.55\|-1.84\|60.50\|61.36\|58.50\|27936;2026-08-03\|59.48\|1.59\|58.89\|59.76\|58.30\|22016;2026-08-04\|60.80\|2.22\|59.48\|61.80\|59.31\|29007;2026-08-05\|62.40\|2.63\|60.56\|63.44\|60.31\|23429;2026-08-06\|67.30\|7.85\|62.71\|67.76\|62.43\|57733;2026-08-07\|68.10\|1.19\|66.72\|68.56\|65.88\|43333;2026-08-10\|67.29\|-1.19\|68.10\|68.75\|65.89\|28895;2026-08-11\|65.84\|-2.15\|66.97\|67.29\|65.51\|24519;2026-08-12\|67.03\|1.81\|66.16\|67.49\|65.86\|28360;2026-08-13\|68.75\|2.57\|67.60\|69.99\|66.80\|50934;2026-08-14\|65.56\|-4.64\|66.19\|67.34\|64.01\|56651;2026-08-17\|66.58\|1.56\|65.55\|66.68\|63.60\|37019;2026-08-18\|68.98\|3.60\|66.85\|69.50\|65.48\|38015;2026-08-19\|64.69\|-6.22\|68.20\|69.88\|64.28\|34288;2026-08-20\|67.40\|4.19\|65.20\|68.13\|64.75\|28976;2026-08-21\|66.27\|-1.68\|67.99\|68.11\|65.88\|18404;2026-08-24\|63.60\|-4.03\|66.14\|66.98\|63.00\|19039;2026-08-25\|63.66\|0.09\|63.63\|64.57\|62.33\|16977;2026-08-26\|63.42\|-0.38\|63.19\|64.89\|63.19\|10486;2026-08-27\|64.22\|1.26\|63.30\|64.50\|63.00\|13700;2026-08-28\|64.51\|0.45\|64.38\|65.14\|63.64\|16006;2026-08-31\|62.36\|-3.33\|64.35\|64.35\|61.90\|17723;2026-09-01\|61.92\|-0.71\|62.32\|62.68\|61.62\|14425;2026-09-02\|60.70\|-1.97\|61.95\|62.00\|59.88\|18027;2026-09-03\|61.01\|0.51\|61.00\|61.37\|59.91\|13597;2026-09-04\|63.29\|3.74\|61.35\|64.68\|60.98\|30890;2026-09-07\|66.38\|4.88\|63.46\|66.95\|62.20\|40195;2026-09-08\|66.61\|0.35\|66.35\|67.88\|65.20\|26622;2026-09-09\|66.72\|0.17\|66.99\|67.30\|65.75\|18316;2026-09-10\|67.08\|0.54\|66.13\|67.56\|65.79\|11927;2026-09-11\|64.61\|-3.68\|67.32\|67.38\|62.89\|22597;2026-09-14\|65.05\|0.68\|65.20\|65.20\|63.67\|13320
116974	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电先进制程代工全线涨价消息催化，公司第四代北斗高精度SoC芯片已规模化量产并出货数百万片；涨停缘由：SoC芯片采用先进制程，涨价预期强化利润修复逻辑，北斗高精度定位在智能驾驶与无人机等领域加速渗透；资金逻辑：半导体芯片板块资金回流明显，6月25日主力大幅净流入，北向持仓提升；风险提示：代工涨价或抑制下游采购意愿，高精度导航市场竞争加剧，海外市场拓展存地缘政治风险	公司第四代北斗高精度SoC芯片实现规模化量产，芯片及板卡模组累计出货量达数百万片	2026-05-11\|47.01\|-1.07\|47.40\|47.65\|46.38\|16543;2026-05-12\|46.10\|-1.94\|47.30\|47.30\|45.38\|11297;2026-05-13\|46.03\|-0.15\|46.00\|46.20\|45.31\|11961;2026-05-14\|45.09\|-2.04\|46.03\|46.16\|44.40\|13878;2026-05-15\|45.00\|-0.20\|45.00\|45.49\|44.01\|14666;2026-05-18\|44.78\|-0.49\|44.62\|45.19\|44.18\|9157;2026-05-19\|44.08\|-1.56\|44.84\|44.95\|43.20\|13952;2026-05-20\|43.38\|-1.59\|43.75\|43.98\|42.80\|13072;2026-05-21\|42.20\|-2.72\|43.39\|44.80\|41.60\|15661;2026-05-22\|42.73\|1.26\|42.20\|42.73\|41.47\|14387;2026-05-25\|42.65\|-0.19\|42.55\|42.94\|41.70\|9724;2026-05-26\|41.55\|-2.58\|42.65\|42.67\|40.60\|14403;2026-05-27\|40.33\|-2.94\|41.38\|41.45\|40.00\|13304;2026-05-28\|40.76\|1.07\|40.09\|41.33\|39.20\|9078;2026-05-29\|38.17\|-6.35\|40.79\|40.90\|38.10\|15571;2026-06-01\|37.64\|-1.39\|38.17\|38.66\|37.40\|13719;2026-06-02\|37.58\|-0.16\|37.56\|38.27\|36.00\|10930;2026-06-03\|37.55\|-0.08\|37.57\|38.50\|37.01\|12561;2026-06-04\|38.06\|1.36\|37.16\|38.44\|36.81\|9958;2026-06-05\|40.03\|5.18\|38.00\|41.00\|37.15\|19051;2026-06-08\|38.48\|-3.87\|39.38\|40.25\|37.70\|12515;2026-06-09\|38.88\|1.04\|39.01\|39.02\|38.07\|9315;2026-06-10\|38.88\|0.00\|38.53\|39.09\|37.05\|13006;2026-06-11\|37.47\|-3.63\|38.19\|38.50\|37.11\|9262;2026-06-12\|38.75\|3.42\|37.90\|39.89\|37.90\|13983;2026-06-15\|39.28\|1.37\|38.80\|39.48\|38.33\|8996;2026-06-16\|39.50\|0.56\|39.89\|39.90\|38.80\|11406;2026-06-17\|39.11\|-0.99\|39.07\|39.85\|38.69\|8925;2026-06-18\|40.75\|4.19\|39.06\|41.73\|38.40\|20528;2026-06-22\|39.27\|-3.63\|41.55\|41.55\|38.40\|12873;2026-06-23\|38.18\|-2.78\|38.93\|39.25\|37.99\|8704;2026-06-24\|38.34\|0.42\|38.08\|39.10\|37.12\|8051;2026-06-25\|42.80\|11.63\|38.20\|43.50\|38.20\|44180;2026-06-26\|41.30\|-3.50\|42.53\|42.59\|39.87\|22763;2026-06-29\|40.10\|-2.91\|41.30\|41.67\|38.59\|17694;2026-06-30\|41.44\|3.34\|40.32\|42.16\|39.95\|13031;2026-07-01\|42.92\|3.57\|42.19\|43.34\|40.90\|20721;2026-07-02\|29.97\|0.98\|29.68\|30.98\|29.00\|23334;2026-07-03\|29.90\|-0.23\|29.80\|30.36\|29.07\|18374;2026-07-06\|29.00\|-3.01\|30.12\|30.55\|28.62\|17435;2026-07-07\|26.91\|-7.21\|29.26\|29.44\|26.64\|14396;2026-07-08\|26.09\|-3.05\|26.90\|27.48\|25.80\|13434;2026-07-09\|26.46\|1.42\|26.78\|26.78\|25.00\|12503;2026-07-10\|27.91\|5.48\|26.21\|29.69\|26.21\|29423;2026-07-13\|25.80\|-7.56\|28.20\|28.20\|25.43\|22631;2026-07-14\|25.39\|-1.59\|25.80\|25.80\|24.32\|13672;2026-07-15\|24.88\|-2.01\|25.31\|25.55\|24.73\|9890;2026-07-16\|24.63\|-1.00\|24.51\|25.28\|24.51\|6824;2026-07-17\|23.49\|-4.63\|24.61\|24.96\|23.25\|13117;2026-07-20\|21.43\|-8.77\|23.58\|23.87\|21.04\|11479;2026-07-21\|21.54\|0.51\|21.41\|21.89\|19.33\|20950;2026-07-22\|20.68\|-3.99\|21.49\|21.67\|20.61\|10574;2026-07-23\|20.90\|1.06\|20.57\|21.19\|20.20\|7228;2026-07-24\|21.10\|0.96\|20.69\|21.29\|20.40\|8947;2026-07-27\|21.16\|0.28\|20.99\|21.40\|20.60\|5564;2026-07-28\|20.94\|-1.04\|21.00\|21.87\|20.70\|8043;2026-07-29\|21.20\|1.24\|20.81\|21.36\|20.59\|9783;2026-07-30\|21.10\|-0.47\|21.00\|21.64\|20.91\|7087;2026-07-31\|21.82\|3.41\|21.28\|21.99\|21.28\|8831;2026-08-03\|22.58\|3.48\|21.85\|22.79\|21.63\|11230;2026-08-04\|23.88\|5.76\|22.76\|23.96\|22.45\|14830;2026-08-05\|24.01\|0.54\|23.45\|24.05\|23.45\|10788;2026-08-06\|24.30\|1.21\|23.85\|24.30\|23.67\|8954;2026-08-07\|24.42\|0.49\|23.70\|24.56\|23.70\|11128;2026-08-10\|24.91\|2.01\|24.70\|24.99\|23.70\|10512;2026-08-11\|24.24\|-2.69\|24.87\|24.88\|24.07\|7201;2026-08-12\|24.28\|0.17\|24.36\|24.58\|24.00\|7180;2026-08-13\|24.58\|1.24\|24.70\|24.99\|24.28\|10079;2026-08-14\|24.34\|-0.98\|24.56\|24.68\|24.00\|7349;2026-08-17\|26.32\|8.13\|24.50\|26.70\|24.44\|22135;2026-08-18\|25.70\|-2.36\|26.59\|26.59\|25.21\|11398;2026-08-19\|24.03\|-6.50\|25.70\|26.11\|24.03\|12185;2026-08-20\|24.72\|2.87\|24.05\|25.22\|24.03\|11853;2026-08-21\|24.80\|0.32\|24.45\|24.91\|24.23\|6378;2026-08-24\|23.65\|-4.64\|24.85\|24.95\|23.15\|11609;2026-08-25\|24.77\|4.74\|23.33\|25.07\|23.33\|13001;2026-08-26\|24.87\|0.40\|24.78\|25.14\|24.40\|8871;2026-08-27\|24.81\|-0.24\|24.60\|25.18\|24.55\|8615;2026-08-28\|24.39\|-1.69\|24.57\|24.83\|24.22\|7909;2026-08-31\|24.10\|-1.19\|24.01\|24.34\|23.50\|11151;2026-09-01\|24.16\|0.25\|24.11\|24.70\|23.93\|8711;2026-09-02\|24.13\|-0.12\|24.12\|24.36\|23.70\|7817;2026-09-03\|23.93\|-0.83\|24.26\|24.62\|23.90\|6756;2026-09-04\|23.90\|-0.13\|24.04\|24.50\|23.81\|10203;2026-09-07\|23.73\|-0.71\|24.00\|24.33\|23.54\|8878;2026-09-08\|23.43\|-1.26\|23.78\|24.05\|23.42\|6688;2026-09-09\|23.23\|-0.85\|23.50\|23.73\|22.92\|8015;2026-09-10\|22.68\|-2.37\|23.01\|23.15\|22.46\|8313;2026-09-11\|22.25\|-1.90\|22.69\|22.89\|21.88\|7823;2026-09-14\|22.63\|1.71\|21.72\|22.68\|21.50\|5702
116973	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电先进制程代工全线涨价，公司为国内稀缺eSIM芯片封测供应商，受益涨价传导与订单转移；涨停缘由：eSIM封测技术壁垒高，已实现规模化量产并覆盖主流物联网模组厂商，国产替代加速；资金逻辑：封测板块关注度提升，6月25日放量涨停，主力净流入显著；风险提示：eSIM业务占比仍低，客户集中度高，技术迭代快致产能爬坡存不确定性	公司的主要业务包括智能卡业务、蚀刻引线框架业务以及物联网eSIM芯片封测业务	2026-05-11\|62.97\|2.91\|61.98\|64.05\|61.70\|35148;2026-05-12\|61.76\|-1.92\|62.53\|62.84\|61.23\|21061;2026-05-13\|62.48\|1.17\|61.23\|62.77\|60.31\|26835;2026-05-14\|61.67\|-1.30\|63.58\|63.75\|61.50\|26993;2026-05-15\|61.17\|-0.81\|61.52\|62.96\|59.81\|29136;2026-05-18\|60.67\|-0.82\|60.99\|61.99\|60.00\|18042;2026-05-19\|62.13\|2.41\|60.30\|62.16\|59.60\|26390;2026-05-20\|63.66\|2.46\|61.84\|64.85\|61.63\|44863;2026-05-21\|65.58\|3.02\|63.89\|71.00\|63.15\|93068;2026-05-22\|65.00\|-0.88\|65.58\|65.91\|63.62\|59889;2026-05-25\|67.68\|4.12\|64.50\|67.88\|62.41\|72102;2026-05-26\|63.89\|-5.60\|66.47\|66.50\|63.10\|43903;2026-05-27\|62.95\|-0.69\|63.20\|66.52\|62.73\|32317;2026-05-28\|59.10\|-6.12\|61.98\|61.98\|58.36\|38819;2026-05-29\|55.51\|-6.07\|59.98\|60.38\|55.13\|29373;2026-06-01\|53.47\|-3.67\|54.51\|55.50\|53.35\|21689;2026-06-02\|50.20\|-6.12\|53.05\|53.39\|49.26\|36966;2026-06-03\|53.80\|7.17\|50.25\|56.65\|50.25\|50941;2026-06-04\|52.50\|-2.42\|52.31\|53.88\|51.30\|29158;2026-06-05\|53.15\|1.24\|51.89\|54.40\|51.32\|25225;2026-06-08\|50.85\|-4.33\|51.18\|52.33\|50.68\|19518;2026-06-09\|55.11\|8.38\|51.49\|56.36\|51.49\|34404;2026-06-10\|57.93\|5.12\|54.23\|61.77\|54.21\|54657;2026-06-11\|59.99\|3.56\|56.98\|60.55\|56.00\|44935;2026-06-12\|62.65\|4.43\|60.20\|64.85\|59.80\|85323;2026-06-15\|58.61\|-6.45\|62.64\|62.64\|57.78\|65085;2026-06-16\|56.67\|-3.31\|57.50\|57.50\|54.90\|48869;2026-06-17\|60.99\|7.62\|55.25\|62.32\|54.54\|70503;2026-06-18\|64.05\|5.02\|59.88\|68.88\|59.88\|98861;2026-06-22\|60.66\|-5.29\|64.26\|64.99\|60.00\|88843;2026-06-23\|60.80\|0.23\|60.00\|66.66\|59.33\|76672;2026-06-24\|60.25\|-0.90\|59.60\|61.05\|58.18\|61999;2026-06-25\|67.38\|11.83\|60.55\|71.00\|58.48\|155472;2026-06-26\|68.70\|1.96\|66.98\|71.61\|64.27\|143556;2026-06-29\|72.41\|5.40\|69.50\|73.27\|65.13\|141668;2026-06-30\|78.84\|8.88\|73.48\|82.95\|73.00\|171688;2026-07-01\|73.50\|-6.77\|78.88\|79.00\|73.01\|133398;2026-07-02\|67.62\|-8.00\|69.55\|72.86\|67.62\|103738;2026-07-03\|65.92\|-2.51\|66.78\|68.34\|64.30\|89143;2026-07-06\|64.35\|-2.38\|66.00\|67.77\|63.36\|57947;2026-07-07\|63.87\|-0.75\|63.90\|66.00\|62.82\|49181;2026-07-08\|62.01\|-2.91\|63.58\|65.69\|60.10\|49635;2026-07-09\|63.04\|1.66\|63.00\|63.37\|60.79\|66528;2026-07-10\|59.40\|-5.77\|63.54\|65.27\|59.40\|76331;2026-07-13\|55.30\|-6.90\|58.62\|59.99\|55.20\|52684;2026-07-14\|54.57\|-1.32\|55.24\|55.99\|52.34\|40292;2026-07-15\|52.00\|-4.71\|54.57\|55.30\|51.34\|40255;2026-07-16\|49.30\|-5.19\|51.56\|52.59\|49.04\|44905;2026-07-17\|44.85\|-9.03\|48.80\|49.29\|44.45\|48156;2026-07-20\|40.64\|-9.39\|45.71\|46.09\|39.21\|63242;2026-07-21\|43.57\|7.21\|41.00\|43.73\|38.40\|69426;2026-07-22\|43.20\|-0.85\|43.10\|44.85\|42.51\|53544;2026-07-23\|42.15\|-2.43\|43.00\|43.43\|41.79\|30173;2026-07-24\|41.60\|-1.30\|41.40\|42.60\|41.10\|28220;2026-07-27\|42.89\|3.10\|41.86\|42.90\|40.83\|30407;2026-07-28\|41.33\|-3.64\|42.42\|43.13\|41.05\|28693;2026-07-29\|40.64\|-1.67\|41.43\|41.91\|39.01\|38765;2026-07-30\|38.75\|-4.65\|40.20\|40.96\|38.06\|32112;2026-07-31\|40.79\|5.26\|40.88\|42.48\|40.38\|45005;2026-08-03\|41.43\|1.57\|40.73\|41.50\|40.27\|28703;2026-08-04\|43.38\|4.71\|42.01\|43.78\|41.40\|36004;2026-08-05\|45.02\|3.78\|43.01\|45.48\|42.88\|36032;2026-08-06\|44.99\|-0.07\|44.32\|45.35\|43.92\|37170;2026-08-07\|45.70\|1.58\|44.34\|46.10\|43.97\|36767;2026-08-10\|45.77\|0.15\|46.09\|46.15\|45.03\|25632;2026-08-11\|45.98\|0.46\|45.81\|47.23\|45.52\|33085;2026-08-12\|46.70\|1.57\|46.17\|47.28\|45.71\|30238;2026-08-13\|45.20\|-3.21\|47.18\|47.20\|45.20\|29857;2026-08-14\|45.90\|1.55\|45.25\|46.16\|45.25\|23570;2026-08-17\|47.26\|2.96\|45.81\|47.40\|45.70\|27778;2026-08-18\|47.57\|0.66\|46.88\|47.96\|46.50\|28858;2026-08-19\|44.60\|-6.24\|46.86\|46.98\|44.40\|33006;2026-08-20\|44.68\|0.18\|45.49\|46.35\|44.33\|31176;2026-08-21\|44.47\|-0.47\|44.13\|45.07\|43.30\|28469;2026-08-24\|44.28\|-0.43\|44.17\|44.77\|43.22\|20824;2026-08-25\|44.36\|0.18\|43.60\|44.56\|42.73\|19562;2026-08-26\|44.03\|-0.74\|44.40\|44.85\|43.58\|14363;2026-08-27\|45.39\|3.09\|44.24\|45.55\|44.04\|21677;2026-08-28\|44.70\|-1.52\|45.36\|46.10\|44.62\|19951;2026-08-31\|45.98\|2.86\|44.01\|45.99\|44.01\|19111;2026-09-01\|45.06\|-2.00\|45.61\|45.99\|44.93\|18841;2026-09-02\|44.88\|-0.40\|44.48\|45.17\|44.20\|13463;2026-09-03\|44.67\|-0.47\|45.38\|45.56\|44.22\|13911;2026-09-04\|44.15\|-1.16\|44.70\|46.05\|43.83\|22172;2026-09-07\|44.63\|1.09\|44.47\|45.15\|44.23\|17638;2026-09-08\|44.70\|0.16\|44.61\|46.14\|44.20\|23129;2026-09-09\|44.16\|-1.21\|45.00\|45.40\|44.06\|16705;2026-09-10\|43.87\|-0.66\|43.80\|44.35\|43.33\|14695;2026-09-11\|42.68\|-2.71\|43.48\|43.66\|41.80\|18809;2026-09-14\|43.15\|1.10\|42.18\|43.50\|41.88\|15253
116972	消息称台积电先进制程代工将全线涨价	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	公司为国内领先的芯片设计供应商，公司1月1日至4月29日新签订单金额提升至82.40亿元，AI算力相关订单占比超九成	2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|312672;2026-07-13\|271.54\|-7.01\|285.71\|299.00\|266.82\|232114;2026-07-14\|270.33\|-0.45\|272.82\|275.49\|254.01\|216377;2026-07-15\|252.98\|-6.42\|272.30\|275.00\|251.10\|166142;2026-07-16\|243.56\|-3.72\|248.00\|258.30\|240.88\|160958;2026-07-17\|231.60\|-4.91\|251.05\|255.39\|230.09\|300678;2026-07-20\|225.00\|-2.85\|240.22\|242.00\|211.54\|275056;2026-07-21\|244.70\|8.76\|228.28\|248.89\|203.67\|310004;2026-07-22\|239.47\|-2.14\|239.90\|258.89\|237.50\|243560;2026-07-23\|223.00\|-6.88\|243.30\|244.89\|221.63\|189315;2026-07-24\|221.80\|-0.54\|217.00\|228.38\|216.72\|143461;2026-07-27\|224.59\|1.26\|221.80\|227.50\|214.00\|121961;2026-07-28\|205.41\|-8.54\|216.01\|221.89\|204.00\|159057;2026-07-29\|192.02\|-6.52\|205.35\|208.30\|182.00\|230626;2026-07-30\|170.21\|-11.36\|191.76\|195.50\|170.21\|239343;2026-07-31\|193.00\|13.39\|187.79\|202.00\|187.79\|258289;2026-08-03\|184.09\|-4.62\|190.18\|196.00\|183.50\|160411;2026-08-04\|207.09\|12.49\|189.00\|209.98\|185.00\|201576;2026-08-05\|215.16\|3.90\|213.00\|219.46\|205.06\|230530;2026-08-06\|217.17\|0.93\|210.00\|220.20\|207.00\|166960;2026-08-07\|230.50\|6.14\|215.23\|231.97\|214.01\|203622;2026-08-10\|212.75\|-7.70\|227.00\|227.98\|210.28\|211995;2026-08-11\|211.51\|-0.58\|208.76\|216.30\|207.69\|119341;2026-08-12\|211.40\|-0.05\|210.00\|215.69\|206.00\|160499;2026-08-13\|206.07\|-2.52\|216.01\|219.84\|205.88\|168570;2026-08-14\|207.28\|0.59\|210.90\|211.98\|203.52\|124766;2026-08-17\|226.30\|9.18\|208.29\|226.66\|205.85\|216096;2026-08-18\|213.30\|-5.74\|215.01\|222.28\|208.66\|321301;2026-08-19\|185.29\|-13.13\|207.13\|207.64\|183.00\|273519;2026-08-20\|178.37\|-3.73\|188.17\|189.50\|176.01\|221174;2026-08-21\|178.38\|0.01\|177.97\|182.92\|175.00\|141932;2026-08-24\|168.66\|-5.45\|176.60\|178.38\|164.60\|164570;2026-08-25\|164.49\|-2.47\|166.33\|168.00\|161.37\|144634;2026-08-26\|180.50\|9.73\|165.00\|182.00\|163.33\|259954;2026-08-27\|193.70\|7.31\|180.15\|196.36\|178.80\|269871;2026-08-28\|186.90\|-3.51\|193.17\|196.85\|186.25\|182185;2026-08-31\|200.26\|7.15\|182.01\|200.60\|180.56\|223883;2026-09-01\|192.40\|-3.92\|199.92\|200.43\|191.40\|148009;2026-09-02\|193.60\|0.62\|188.00\|197.92\|186.50\|180426;2026-09-03\|191.32\|-1.18\|196.43\|198.60\|189.07\|116132;2026-09-04\|183.77\|-3.95\|194.10\|194.99\|181.14\|146586;2026-09-07\|185.78\|1.09\|186.00\|187.92\|181.08\|147451;2026-09-08\|190.88\|2.75\|185.36\|200.50\|185.02\|229150;2026-09-09\|191.00\|0.06\|196.09\|203.58\|187.86\|167824;2026-09-10\|184.15\|-3.59\|189.00\|189.18\|182.10\|196182;2026-09-11\|185.22\|0.58\|181.00\|186.01\|179.95\|209404;2026-09-14\|179.24\|-3.23\|179.00\|182.21\|174.11\|191443
116971	消息称台积电先进制程代工将全线涨价	MCU涨价+高速光模块MCU 1、据2026年6月22日互动易，公司持续跟踪CPO共封装光学前沿技术，CPO光引擎所需MCU与现有800G/1.6T可插拔光模块主控MCU核心技术基础相近，公司依托现有技术储备具备适配开发能力。 2、据2026年6月15日互动易，公司N32H493系列MCU在算力中心高速光模块领域，主要用于800G/1.6T等高速光模块，承担控制、监控、协议处理等功能，目前正在推进客户导入验证工作。 3、据2026年6月2日互动易，受AI算力需求拉动及上游成本上行，MCU行业已出现普遍涨价，公司于今年4月起对芯片产品进行合理调价，芯片销量一季度同比实现增长；据2025年年度报告，公司深耕MCU自主研发二十余年，是国内MCU领域核心厂商，业务覆盖消费电子、工业控制、汽车电子等，并前瞻布局AI与边缘计算、机器人等新兴赛道。	公司是国内专业从事超大规模信息安全芯片和通讯芯片产品以及整体解决方案的IC公司；与IBM合作共同打造EDA（电子设计自动化）云平台	2026-05-11\|25.24\|-1.37\|25.34\|25.90\|25.00\|734744;2026-05-12\|25.03\|-0.83\|25.10\|25.90\|24.84\|609149;2026-05-13\|25.93\|3.60\|24.60\|26.35\|24.51\|763058;2026-05-14\|25.25\|-2.62\|26.00\|26.93\|25.25\|721338;2026-05-15\|24.90\|-1.39\|25.34\|25.91\|24.67\|603396;2026-05-18\|27.64\|11.00\|25.56\|27.84\|25.05\|1229554;2026-05-19\|28.39\|2.71\|26.97\|28.50\|26.13\|1097841;2026-05-20\|27.91\|-1.69\|28.57\|29.15\|27.70\|782217;2026-05-21\|26.06\|-6.63\|28.05\|28.27\|25.90\|889064;2026-05-22\|26.31\|0.96\|26.26\|26.91\|25.88\|549242;2026-05-25\|26.47\|0.61\|26.01\|26.68\|25.36\|689534;2026-05-26\|26.00\|-1.78\|26.20\|26.69\|24.80\|731357;2026-05-27\|24.97\|-3.96\|25.89\|26.24\|24.61\|580369;2026-05-28\|24.90\|-0.28\|24.70\|25.15\|24.13\|427927;2026-05-29\|22.97\|-7.75\|24.91\|24.93\|22.79\|594401;2026-06-01\|22.65\|-1.39\|23.60\|24.29\|22.63\|399842;2026-06-02\|23.38\|3.22\|22.65\|23.65\|21.82\|506250;2026-06-03\|24.70\|5.65\|23.40\|25.98\|23.40\|822113;2026-06-04\|24.19\|-2.06\|24.28\|25.09\|24.05\|436403;2026-06-05\|23.52\|-2.77\|23.81\|24.50\|23.00\|458695;2026-06-08\|21.49\|-8.63\|22.44\|22.76\|21.22\|419371;2026-06-09\|22.77\|5.96\|22.01\|23.00\|21.37\|419935;2026-06-10\|21.71\|-4.66\|22.32\|22.85\|21.42\|306784;2026-06-11\|22.56\|3.92\|21.70\|22.98\|21.52\|512081;2026-06-12\|21.47\|-4.83\|22.96\|23.54\|21.33\|513996;2026-06-15\|22.22\|3.49\|21.65\|22.23\|21.19\|346276;2026-06-16\|23.12\|4.05\|22.26\|23.50\|22.00\|458520;2026-06-17\|23.15\|0.13\|22.61\|23.44\|22.60\|327684;2026-06-18\|23.33\|0.78\|23.20\|23.77\|22.83\|387657;2026-06-22\|23.10\|-0.99\|23.31\|23.98\|22.22\|450465;2026-06-23\|26.73\|15.71\|23.06\|27.72\|22.88\|1649366;2026-06-24\|25.78\|-3.55\|26.00\|26.07\|24.83\|1146499;2026-06-25\|29.03\|12.61\|25.73\|30.00\|25.50\|1577524;2026-06-26\|28.11\|-3.17\|28.46\|29.72\|28.05\|961212;2026-06-29\|27.53\|-2.06\|28.43\|29.22\|26.18\|878672;2026-06-30\|31.35\|13.88\|27.41\|31.80\|26.71\|1338463;2026-07-01\|30.75\|-1.91\|31.88\|33.51\|30.32\|1192490;2026-07-02\|30.38\|-1.20\|29.50\|33.00\|28.80\|1065541;2026-07-03\|29.05\|-4.38\|30.00\|30.38\|28.68\|696673;2026-07-06\|28.36\|-2.38\|29.39\|30.06\|27.58\|631331;2026-07-07\|27.54\|-2.89\|28.08\|28.52\|26.70\|525075;2026-07-08\|27.06\|-1.74\|27.54\|28.22\|25.75\|568874;2026-07-09\|27.65\|2.18\|27.60\|27.83\|26.40\|549929;2026-07-10\|25.59\|-7.45\|27.70\|28.64\|25.58\|801312;2026-07-13\|23.64\|-7.62\|25.15\|25.64\|23.45\|558147;2026-07-14\|23.50\|-0.59\|23.70\|23.92\|22.01\|490808;2026-07-15\|22.42\|-4.60\|23.99\|24.50\|22.25\|455953;2026-07-16\|21.11\|-5.84\|22.11\|22.64\|20.95\|498326;2026-07-17\|19.24\|-8.86\|20.90\|21.93\|19.20\|810347;2026-07-20\|17.56\|-8.73\|19.65\|19.78\|16.92\|701289;2026-07-21\|18.66\|6.26\|17.79\|18.71\|16.00\|675362;2026-07-22\|18.16\|-2.68\|18.32\|18.98\|18.07\|522076;2026-07-23\|17.82\|-1.87\|18.04\|18.39\|17.60\|360777;2026-07-24\|17.27\|-3.09\|17.47\|17.99\|17.27\|342262;2026-07-27\|17.68\|2.37\|17.30\|17.69\|16.74\|300682;2026-07-28\|16.84\|-4.75\|17.35\|17.74\|16.75\|337544;2026-07-29\|16.75\|-0.53\|16.84\|16.93\|16.03\|391308;2026-07-30\|15.84\|-5.43\|16.53\|16.69\|15.70\|387873;2026-07-31\|16.19\|2.21\|16.83\|17.38\|16.16\|601957;2026-08-03\|16.42\|1.42\|16.19\|16.63\|16.08\|351384;2026-08-04\|18.10\|10.23\|16.71\|18.14\|16.42\|598728;2026-08-05\|18.48\|2.10\|17.50\|18.66\|17.50\|732284;2026-08-06\|18.82\|1.84\|18.20\|19.33\|18.05\|629188;2026-08-07\|19.31\|2.60\|18.79\|19.42\|18.37\|523046;2026-08-10\|19.17\|-0.72\|19.41\|19.90\|18.87\|342447;2026-08-11\|19.90\|3.81\|19.00\|20.40\|18.90\|541932;2026-08-12\|20.08\|0.90\|20.12\|21.10\|19.91\|691850;2026-08-13\|19.56\|-2.59\|20.39\|20.39\|19.55\|485237;2026-08-14\|19.69\|0.66\|19.89\|19.95\|19.25\|308949;2026-08-17\|20.56\|4.42\|19.71\|20.68\|19.51\|432793;2026-08-18\|20.78\|1.07\|20.50\|21.29\|20.31\|456821;2026-08-19\|19.37\|-6.79\|20.16\|20.59\|19.31\|411671;2026-08-20\|19.19\|-0.93\|19.68\|19.75\|18.98\|291349;2026-08-21\|19.41\|1.15\|19.01\|19.71\|18.96\|230955;2026-08-24\|19.72\|1.60\|19.49\|20.88\|19.41\|587871;2026-08-25\|20.22\|2.54\|19.42\|20.44\|19.00\|468413;2026-08-26\|20.16\|-0.30\|20.19\|20.53\|19.87\|402595;2026-08-27\|20.47\|1.54\|20.05\|20.59\|19.88\|414789;2026-08-28\|20.29\|-0.88\|20.29\|20.76\|20.21\|326363;2026-08-31\|20.85\|2.76\|19.97\|20.90\|19.85\|380062;2026-09-01\|21.11\|1.25\|20.87\|21.77\|20.80\|422544;2026-09-02\|20.94\|-0.81\|21.35\|21.58\|20.68\|356600;2026-09-03\|20.61\|-1.58\|21.16\|21.18\|20.40\|284287;2026-09-04\|19.94\|-3.25\|20.75\|20.98\|19.75\|334635;2026-09-07\|20.12\|0.90\|20.22\|20.25\|19.99\|238066;2026-09-08\|19.85\|-1.34\|20.01\|20.47\|19.75\|240931;2026-09-09\|19.63\|-1.11\|19.95\|20.41\|19.51\|278029;2026-09-10\|19.64\|0.05\|19.42\|19.97\|19.32\|184926;2026-09-11\|19.30\|-1.73\|19.31\|19.44\|18.83\|239595;2026-09-14\|19.57\|1.40\|19.11\|19.75\|18.93\|197982
116970	消息称台积电先进制程代工将全线涨价	涨停揭秘：公司SPD5 EEPROM产品通过澜起科技及内存模组厂商测试认证，叠加闪迪股价创历史新高，存储芯片板块情绪回暖，带动EEPROM龙头上涨；涨停缘由：SPD5 EEPROM及SPD5+TSEEPROM通过下游内存模组厂商认证；DDR5渗透率快速提升拉动配套芯片需求；公司为国内EEPROM绝对龙头，市占率超40%；存储行业库存去化接近尾声；资金逻辑：资金回流半导体细分赛道，公司估值处于历史30%分位，叠加技术面MACD底背离，触发反弹行情；风险提示：SPD芯片单价较低，对整体营收拉动有限；内存模组厂商集中度高，议价能力偏弱。	公司为国内EEPROM龙头，针对最新的DDR5内存技术，公司与澜起科技合作开发的SPD5 EEPROM、SPD5+TSEEPROM产品己通过部分下游内存模组厂商的测试认证	2026-05-11\|151.53\|15.98\|138.02\|154.19\|136.50\|245474;2026-05-12\|158.70\|4.73\|150.00\|165.87\|148.80\|232570;2026-05-13\|168.36\|6.09\|156.00\|171.26\|151.00\|215267;2026-05-14\|171.70\|1.98\|177.00\|180.88\|169.10\|228378;2026-05-15\|163.00\|-5.07\|178.00\|181.81\|159.50\|206536;2026-05-18\|159.57\|-2.10\|166.00\|166.58\|158.79\|166053;2026-05-19\|164.83\|3.30\|155.58\|165.38\|150.99\|146366;2026-05-20\|165.00\|0.10\|164.00\|167.67\|160.55\|128894;2026-05-21\|153.90\|-6.73\|169.50\|176.50\|153.01\|155396;2026-05-22\|156.58\|1.74\|155.58\|158.50\|151.80\|129315;2026-05-25\|155.37\|-0.77\|156.50\|156.98\|149.71\|130852;2026-05-26\|147.50\|-5.07\|153.00\|154.88\|144.05\|128333;2026-05-27\|141.41\|-4.13\|152.30\|153.00\|140.09\|126145;2026-05-28\|141.47\|0.04\|140.76\|144.50\|137.50\|98586;2026-05-29\|132.97\|-6.01\|142.00\|142.89\|131.00\|113711;2026-06-01\|127.67\|-3.99\|138.00\|140.18\|127.02\|95094;2026-06-02\|127.20\|-0.37\|131.11\|131.11\|123.62\|82571;2026-06-03\|136.28\|7.14\|129.30\|145.55\|128.30\|155313;2026-06-04\|137.60\|0.97\|135.51\|140.21\|134.00\|99181;2026-06-05\|129.58\|-5.83\|132.00\|134.86\|128.60\|94411;2026-06-08\|121.43\|-6.29\|123.00\|125.70\|119.50\|87973;2026-06-09\|126.58\|4.24\|124.30\|127.45\|121.30\|77599;2026-06-10\|123.30\|-2.59\|124.50\|127.44\|120.50\|67010;2026-06-11\|121.00\|-1.87\|123.38\|124.50\|119.70\|60583;2026-06-12\|121.51\|0.42\|126.00\|130.50\|120.79\|109308;2026-06-15\|131.79\|8.46\|123.00\|133.33\|119.86\|109024;2026-06-16\|131.97\|0.14\|133.90\|135.33\|130.53\|84932;2026-06-17\|139.11\|5.41\|130.01\|139.49\|128.21\|140345;2026-06-18\|138.91\|-0.14\|138.00\|141.88\|137.00\|124407;2026-06-22\|136.99\|-1.38\|138.90\|142.56\|131.55\|144022;2026-06-23\|138.23\|0.91\|135.00\|146.66\|130.00\|147535;2026-06-24\|165.88\|20.00\|134.89\|165.88\|134.00\|266658;2026-06-25\|187.80\|13.21\|175.00\|188.50\|170.90\|313793;2026-06-26\|189.44\|0.87\|190.00\|200.00\|184.58\|237944;2026-06-29\|202.00\|6.63\|191.68\|203.87\|182.00\|220267;2026-06-30\|212.60\|5.25\|206.98\|219.80\|195.51\|192963;2026-07-01\|215.00\|1.13\|214.61\|228.98\|211.50\|188939;2026-07-02\|195.99\|-8.84\|199.60\|210.39\|191.03\|164649;2026-07-03\|204.00\|4.09\|191.92\|211.49\|189.00\|147334;2026-07-06\|214.99\|5.39\|210.12\|221.50\|197.77\|180473;2026-07-07\|212.54\|-1.14\|208.00\|212.54\|186.00\|187028;2026-07-08\|191.69\|-9.81\|205.80\|216.70\|190.02\|176131;2026-07-09\|217.12\|13.27\|199.83\|218.65\|185.88\|195460;2026-07-10\|204.01\|-6.04\|218.02\|235.99\|204.01\|174192;2026-07-13\|185.00\|-9.32\|198.08\|204.00\|182.88\|130063;2026-07-14\|197.93\|6.99\|186.55\|199.00\|184.02\|115443;2026-07-15\|173.32\|-12.43\|204.00\|204.93\|171.88\|149757;2026-07-16\|158.29\|-8.67\|166.36\|174.89\|156.30\|122041;2026-07-17\|132.10\|-16.55\|156.22\|157.90\|130.03\|157162;2026-07-20\|118.50\|-10.30\|138.10\|140.00\|112.00\|161968;2026-07-21\|133.92\|13.01\|121.10\|135.31\|105.40\|204335;2026-07-22\|132.41\|-1.13\|131.39\|141.49\|129.00\|145799;2026-07-23\|124.00\|-6.35\|135.00\|136.38\|123.00\|100847;2026-07-24\|127.52\|2.84\|122.02\|132.00\|120.01\|109503;2026-07-27\|131.23\|2.91\|128.58\|132.50\|120.03\|110966;2026-07-28\|116.64\|-11.12\|125.92\|130.90\|115.23\|113437;2026-07-29\|115.20\|-1.23\|115.88\|118.83\|107.22\|133413;2026-07-30\|110.67\|-3.93\|113.99\|117.99\|108.20\|121375;2026-07-31\|112.63\|1.77\|123.60\|125.35\|112.20\|138659;2026-08-03\|103.00\|-8.55\|110.00\|111.50\|102.20\|102758;2026-08-04\|112.50\|9.22\|103.21\|114.87\|101.50\|89509;2026-08-05\|120.00\|6.67\|112.00\|121.61\|111.61\|106899;2026-08-06\|120.36\|0.30\|115.58\|123.00\|115.00\|86008;2026-08-07\|128.72\|6.95\|121.55\|129.91\|118.78\|125658;2026-08-10\|131.10\|1.85\|129.98\|134.43\|125.74\|108940;2026-08-11\|128.99\|-1.61\|129.35\|132.96\|126.50\|82529;2026-08-12\|140.40\|8.85\|129.58\|140.97\|127.89\|136246;2026-08-13\|138.88\|-1.08\|145.54\|148.26\|138.53\|150334;2026-08-14\|143.81\|3.55\|142.00\|146.38\|140.36\|91596;2026-08-17\|145.20\|0.97\|143.00\|145.95\|138.69\|128756;2026-08-18\|150.00\|3.31\|147.25\|154.00\|144.21\|134732;2026-08-19\|141.40\|-5.73\|140.90\|153.50\|137.77\|151136;2026-08-20\|140.93\|-0.33\|144.00\|144.00\|136.95\|108010;2026-08-21\|138.89\|-1.45\|141.98\|143.98\|136.02\|90062;2026-08-24\|132.41\|-4.67\|138.00\|138.00\|128.86\|82067;2026-08-25\|130.03\|-1.80\|130.72\|132.17\|124.00\|70595;2026-08-26\|130.50\|0.36\|132.50\|132.83\|125.01\|65280;2026-08-27\|139.83\|7.15\|131.01\|141.99\|130.62\|94281;2026-08-28\|135.82\|-2.87\|139.64\|145.17\|135.78\|69708;2026-08-31\|141.03\|3.84\|132.89\|142.25\|132.00\|65165;2026-09-01\|134.56\|-4.59\|140.19\|142.40\|133.09\|66611;2026-09-02\|130.05\|-3.35\|131.87\|133.66\|129.03\|43872;2026-09-03\|132.06\|1.55\|131.00\|134.47\|129.18\|48586;2026-09-04\|125.26\|-5.15\|133.99\|134.40\|124.10\|63005;2026-09-07\|137.79\|10.00\|130.00\|142.13\|128.52\|117956;2026-09-08\|139.22\|1.04\|138.00\|146.00\|137.00\|71151;2026-09-09\|134.60\|-3.32\|141.00\|141.62\|134.03\|58215;2026-09-10\|132.77\|-1.36\|133.89\|137.43\|132.03\|55260;2026-09-11\|129.67\|-2.33\|129.90\|133.98\|124.35\|87211;2026-09-14\|128.92\|-0.58\|126.00\|130.32\|123.01\|48905
116969	消息称台积电先进制程代工将全线涨价	真空镀膜+苹果链+半导体应用 1、据2025年5月8日机构调研，公司真空镀膜设备已供货苹果产业链，2024年相关销售额8431.93万元，占主营收入16.21%，主要客户包括富士康、比亚迪。 2、据2026年3月31日互动易，公司主要产品或服务为真空镀膜设备以及配套的工艺服务支持，下游应用具体包括智能手机、摄像头、屏幕显示、汽车配件、航空玻璃、磁性材料、半导体电子传感器、精密光学元器件等。	公司的光刻掩膜版设备主要应用于集成电路、平板显示等领域	2026-05-11\|179.55\|5.18\|170.71\|181.88\|170.71\|56795;2026-05-12\|199.50\|11.11\|178.33\|201.00\|173.00\|90547;2026-05-13\|194.74\|-2.39\|204.51\|208.00\|190.62\|76190;2026-05-14\|195.15\|0.21\|201.72\|203.00\|184.15\|83247;2026-05-15\|188.58\|-3.37\|191.98\|203.00\|185.64\|64966;2026-05-18\|185.39\|-1.69\|186.08\|192.99\|182.80\|41723;2026-05-19\|193.70\|4.48\|183.13\|195.00\|181.66\|49343;2026-05-20\|205.00\|5.83\|192.50\|216.28\|188.28\|63726;2026-05-21\|187.00\|-8.78\|208.11\|215.80\|183.00\|71794;2026-05-22\|202.30\|8.24\|189.14\|208.00\|185.00\|69541;2026-05-25\|210.50\|4.05\|200.00\|214.97\|199.01\|54781;2026-05-26\|197.50\|-6.18\|209.48\|210.50\|193.02\|50075;2026-05-27\|182.05\|-7.82\|197.88\|200.01\|178.74\|55686;2026-05-28\|193.55\|6.32\|181.50\|195.66\|179.12\|49003;2026-05-29\|177.00\|-8.55\|192.40\|193.55\|175.19\|53542;2026-06-01\|166.49\|-5.94\|175.00\|178.84\|165.33\|44502;2026-06-02\|164.67\|-1.09\|166.00\|169.62\|161.60\|36814;2026-06-03\|163.81\|-0.52\|162.62\|172.00\|160.00\|41205;2026-06-04\|169.73\|3.61\|161.97\|171.80\|160.50\|50792;2026-06-05\|168.20\|-0.90\|171.59\|178.84\|161.00\|68263;2026-06-08\|157.56\|-6.33\|158.62\|165.00\|154.55\|46054;2026-06-09\|162.20\|2.94\|161.16\|165.00\|157.85\|37640;2026-06-10\|157.72\|-2.76\|159.20\|164.20\|155.60\|30610;2026-06-11\|159.00\|0.81\|158.68\|165.55\|157.00\|41631;2026-06-12\|164.16\|3.25\|163.99\|170.10\|162.50\|49478;2026-06-15\|173.12\|5.46\|162.34\|173.80\|158.69\|55040;2026-06-16\|174.61\|0.86\|172.26\|176.77\|165.68\|68299;2026-06-17\|202.00\|15.69\|169.20\|206.01\|167.49\|100435;2026-06-18\|210.61\|4.26\|193.03\|212.98\|193.00\|85514;2026-06-22\|206.58\|-1.91\|214.20\|215.80\|198.36\|58392;2026-06-23\|200.23\|-3.07\|207.00\|209.92\|198.00\|48693;2026-06-24\|200.00\|-0.11\|198.97\|205.00\|194.00\|42429;2026-06-25\|227.01\|13.51\|202.81\|240.00\|200.10\|93293;2026-06-26\|243.80\|7.40\|248.10\|253.35\|234.31\|103446;2026-06-29\|261.12\|7.10\|245.70\|276.28\|245.70\|88113;2026-06-30\|288.64\|10.54\|264.01\|294.50\|264.01\|75519;2026-07-01\|284.80\|-1.33\|286.14\|289.79\|273.78\|66854;2026-07-02\|259.00\|-9.06\|267.75\|277.62\|256.61\|62496;2026-07-03\|250.13\|-3.42\|260.49\|265.57\|247.85\|39472;2026-07-06\|248.25\|-0.75\|250.00\|262.58\|243.00\|42586;2026-07-07\|243.09\|-2.08\|247.45\|250.99\|237.00\|32146;2026-07-08\|251.66\|3.53\|242.67\|259.46\|228.98\|50296;2026-07-09\|274.64\|9.13\|255.01\|276.00\|247.43\|56289;2026-07-10\|273.05\|-0.58\|271.37\|295.00\|271.37\|61907;2026-07-13\|253.54\|-7.15\|267.69\|282.00\|252.91\|43495;2026-07-14\|252.34\|-0.47\|257.61\|262.80\|241.40\|38753;2026-07-15\|241.61\|-4.25\|259.00\|261.55\|236.80\|34678;2026-07-16\|225.45\|-6.69\|231.19\|242.36\|223.21\|38376;2026-07-17\|197.54\|-12.38\|223.33\|224.98\|194.21\|44252;2026-07-20\|169.15\|-14.37\|201.59\|204.99\|163.71\|56250;2026-07-21\|179.92\|6.37\|171.61\|180.00\|150.11\|71963;2026-07-22\|168.50\|-6.35\|178.41\|181.06\|167.66\|51313;2026-07-23\|161.10\|-4.39\|169.54\|173.87\|159.00\|37594;2026-07-24\|159.01\|-1.30\|158.00\|166.64\|156.26\|34968;2026-07-27\|165.29\|3.95\|159.86\|165.86\|153.59\|34573;2026-07-28\|157.04\|-4.99\|176.10\|178.82\|154.95\|88784;2026-07-29\|136.50\|-13.08\|154.16\|155.00\|132.00\|84457;2026-07-30\|118.30\|-13.33\|135.24\|138.66\|117.00\|65101;2026-07-31\|126.14\|6.63\|130.19\|135.48\|126.02\|58327;2026-08-03\|118.71\|-5.89\|126.13\|128.50\|117.20\|46867;2026-08-04\|133.31\|12.30\|120.42\|133.80\|118.58\|46426;2026-08-05\|151.50\|13.64\|131.21\|153.65\|131.21\|68224;2026-08-06\|157.37\|3.87\|148.15\|161.34\|146.88\|75227;2026-08-07\|175.68\|11.63\|158.00\|177.15\|155.50\|66778;2026-08-10\|174.26\|-0.81\|176.23\|179.08\|167.62\|49524;2026-08-11\|173.70\|-0.32\|173.49\|177.58\|169.00\|41056;2026-08-12\|177.04\|1.92\|174.58\|180.39\|173.05\|36652;2026-08-13\|167.47\|-5.41\|180.00\|183.00\|165.50\|52272;2026-08-14\|169.00\|0.91\|170.00\|172.00\|163.80\|34009;2026-08-17\|177.54\|5.05\|169.66\|177.98\|168.22\|33005;2026-08-18\|178.53\|0.56\|177.71\|181.88\|175.77\|39104;2026-08-19\|159.47\|-10.68\|173.42\|174.86\|158.66\|44611;2026-08-20\|160.09\|0.39\|161.04\|164.35\|158.71\|32483;2026-08-21\|168.52\|5.27\|159.58\|173.88\|156.59\|43273;2026-08-24\|174.21\|3.38\|168.45\|178.96\|164.41\|61388;2026-08-25\|170.92\|-1.89\|171.49\|172.66\|161.00\|43996;2026-08-26\|169.27\|-0.97\|172.50\|175.00\|165.50\|35982;2026-08-27\|180.39\|6.57\|165.32\|182.88\|164.09\|51845;2026-08-28\|175.41\|-2.76\|182.92\|182.92\|175.22\|38027;2026-08-31\|189.03\|7.76\|174.66\|192.38\|170.86\|54112;2026-09-01\|173.00\|-8.48\|199.33\|203.33\|171.00\|73511;2026-09-02\|177.12\|2.38\|168.01\|182.50\|161.84\|66320;2026-09-03\|179.20\|1.17\|180.00\|183.35\|175.08\|38117;2026-09-04\|164.16\|-8.39\|179.49\|185.49\|163.02\|54471;2026-09-07\|176.00\|7.21\|165.80\|181.60\|165.30\|61253;2026-09-08\|175.40\|-0.34\|175.41\|178.99\|170.28\|35066;2026-09-09\|170.80\|-2.62\|176.01\|180.97\|170.01\|29273;2026-09-10\|167.30\|-2.05\|168.07\|175.20\|166.57\|22974;2026-09-11\|158.88\|-5.03\|163.72\|165.00\|151.70\|39149;2026-09-14\|163.60\|2.97\|155.66\|166.65\|151.95\|41695
116968	消息称台积电先进制程代工将全线涨价	电子化学品+电子级磷酸+光刻胶+国企行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年4月30日互动易，公司IPO募投项目建设总体已接近尾声，其中“3万吨/年电子级磷酸项目”已建成投产，“2万吨/年电子级氨水联产1万吨/年电子级氨气项目”已建成，目前处于试运行测试阶段，“4万吨/年超高纯电子化学品项目（上海）”目前基本完工。 2、据2026年3月31日年报，公司核心产品电子级磷酸在国内半导体领域市占率全国第一，电子级硫酸处于国内第一梯队，2025年集成电路领域销售收入占主营业务收入比例达89.87%。 3、据2026年4月27日机构调研，公司以自有资金收购光刻胶用光引发剂制备专有技术及实验设备，瞄准g/i线光刻胶光引发剂进行产业化，预计年内可投产30吨产线。 4、据2026年3月31日年报，公司最终控制人为兴山县人民政府国有资产监督管理局，属于国有企业。	SK海力士、长存资本新进公司2026Q1前十大流通股东	2026-05-11\|75.60\|20.00\|72.02\|75.60\|71.55\|272601;2026-05-12\|80.00\|5.82\|77.00\|83.08\|75.16\|351126;2026-05-13\|90.22\|12.78\|75.70\|94.93\|75.70\|329722;2026-05-14\|89.04\|-1.31\|89.65\|94.55\|86.00\|263458;2026-05-15\|92.67\|4.08\|90.73\|97.00\|85.50\|262718;2026-05-18\|93.90\|1.33\|93.00\|98.00\|90.29\|225134;2026-05-19\|87.30\|-7.03\|88.99\|89.00\|82.01\|250564;2026-05-20\|86.50\|-0.92\|87.50\|89.34\|83.10\|234398;2026-05-21\|78.39\|-9.38\|88.99\|91.73\|77.96\|296307;2026-05-22\|82.00\|4.61\|78.94\|83.01\|76.84\|190606;2026-05-25\|81.16\|-1.02\|81.80\|82.54\|78.11\|156157;2026-05-26\|77.39\|-4.65\|81.20\|82.20\|76.19\|147993;2026-05-27\|76.14\|-1.62\|79.00\|79.66\|75.23\|140090;2026-05-28\|80.74\|6.04\|75.00\|81.98\|74.99\|182354;2026-05-29\|75.20\|-6.86\|79.90\|81.44\|74.21\|141912;2026-06-01\|74.27\|-1.24\|75.91\|76.90\|72.80\|110804;2026-06-02\|75.03\|1.02\|73.51\|76.00\|72.92\|82964;2026-06-03\|78.82\|5.05\|75.00\|82.20\|74.01\|160312;2026-06-04\|89.86\|14.01\|77.25\|90.66\|76.11\|241757;2026-06-05\|86.16\|-4.12\|87.00\|90.75\|84.91\|167466;2026-06-08\|80.50\|-6.57\|81.91\|84.50\|79.60\|146068;2026-06-09\|82.82\|2.88\|83.32\|85.67\|79.39\|136722;2026-06-10\|87.10\|5.17\|80.83\|90.02\|80.00\|211667;2026-06-11\|104.52\|20.00\|91.50\|104.52\|91.00\|198569;2026-06-12\|108.00\|3.63\|111.69\|111.69\|98.00\|335256;2026-06-15\|115.00\|6.48\|108.00\|115.88\|104.80\|247160;2026-06-16\|109.09\|-5.14\|112.82\|120.00\|108.77\|228910;2026-06-17\|114.00\|4.50\|104.22\|117.17\|101.10\|271987;2026-06-18\|109.76\|-3.72\|110.00\|112.20\|106.73\|184438;2026-06-22\|113.60\|3.50\|112.50\|117.68\|108.00\|195539;2026-06-23\|104.80\|-7.75\|112.52\|113.49\|103.18\|156320;2026-06-24\|110.25\|5.20\|102.55\|112.55\|101.23\|161701;2026-06-25\|125.70\|14.01\|114.78\|132.30\|105.70\|314296;2026-06-26\|118.30\|-5.89\|121.00\|129.98\|118.00\|252256;2026-06-29\|134.66\|13.83\|122.00\|135.00\|115.08\|253495;2026-06-30\|133.06\|-1.19\|128.50\|138.10\|125.00\|197352;2026-07-01\|140.90\|5.89\|133.00\|148.38\|132.00\|220207;2026-07-02\|125.57\|-10.88\|132.10\|137.98\|120.01\|171019;2026-07-03\|112.81\|-10.16\|121.60\|125.88\|112.80\|194677;2026-07-06\|109.88\|-2.60\|114.77\|115.90\|104.58\|163825;2026-07-07\|107.79\|-1.90\|108.14\|111.06\|105.00\|109259;2026-07-08\|111.21\|3.17\|109.37\|115.78\|104.00\|143929;2026-07-09\|119.59\|7.54\|116.00\|120.58\|115.20\|149488;2026-07-10\|111.00\|-7.18\|120.50\|126.58\|109.99\|183963;2026-07-13\|105.43\|-5.02\|109.00\|114.48\|105.14\|156382;2026-07-14\|105.70\|0.26\|105.50\|107.48\|97.00\|170124;2026-07-15\|98.43\|-6.88\|109.61\|110.99\|98.00\|127222;2026-07-16\|90.91\|-7.64\|94.32\|98.99\|89.81\|142753;2026-07-17\|83.23\|-8.45\|90.84\|92.38\|82.81\|146189;2026-07-20\|69.91\|-16.00\|84.34\|86.00\|66.91\|207328;2026-07-21\|79.77\|14.10\|72.05\|80.00\|63.80\|214184;2026-07-22\|77.01\|-3.46\|79.00\|82.50\|76.11\|163958;2026-07-23\|74.75\|-2.93\|78.88\|79.46\|74.00\|93566;2026-07-24\|75.06\|0.41\|73.07\|77.33\|72.57\|106527;2026-07-27\|78.63\|4.76\|75.57\|79.22\|72.50\|118011;2026-07-28\|72.19\|-8.19\|77.46\|79.12\|71.50\|111831;2026-07-29\|68.34\|-5.33\|72.19\|72.96\|64.11\|155816;2026-07-30\|63.08\|-7.70\|68.60\|68.88\|62.21\|123941;2026-07-31\|66.62\|5.61\|70.00\|74.84\|66.27\|154185;2026-08-03\|61.49\|-7.70\|65.00\|65.90\|60.81\|132710;2026-08-04\|66.26\|7.76\|61.66\|67.00\|61.08\|126123;2026-08-05\|75.98\|14.67\|65.80\|78.98\|65.13\|183577;2026-08-06\|80.40\|5.82\|73.51\|80.58\|72.88\|219490;2026-08-07\|85.70\|6.59\|79.00\|89.00\|77.38\|260713;2026-08-10\|90.24\|5.30\|87.12\|91.60\|85.51\|208357;2026-08-11\|86.40\|-4.26\|87.80\|90.44\|85.48\|161209;2026-08-12\|88.82\|2.80\|88.00\|90.30\|87.05\|135187;2026-08-13\|85.10\|-4.19\|91.04\|91.99\|85.00\|146064;2026-08-14\|89.32\|4.96\|86.42\|90.24\|86.08\|127311;2026-08-17\|91.63\|2.59\|90.25\|93.58\|88.51\|147813;2026-08-18\|94.65\|3.30\|89.98\|96.58\|89.65\|212338;2026-08-19\|85.26\|-9.92\|89.92\|94.30\|84.26\|201857;2026-08-20\|82.16\|-3.64\|86.00\|87.00\|80.88\|130742;2026-08-21\|80.79\|-1.67\|81.00\|83.08\|79.68\|99528;2026-08-24\|81.47\|0.84\|82.88\|83.88\|78.19\|130059;2026-08-25\|76.63\|-5.94\|78.50\|79.80\|74.00\|115484;2026-08-26\|78.00\|1.79\|77.53\|79.60\|74.41\|98844;2026-08-27\|80.36\|3.03\|78.30\|82.00\|76.88\|105598;2026-08-28\|77.14\|-4.01\|80.00\|81.20\|77.00\|93800;2026-08-31\|78.20\|1.37\|75.68\|78.62\|74.91\|82000;2026-09-01\|75.30\|-3.71\|78.80\|78.80\|74.02\|89258;2026-09-02\|76.19\|1.18\|74.50\|78.30\|72.88\|80412;2026-09-03\|74.68\|-1.98\|77.43\|77.54\|72.60\|99438;2026-09-04\|71.50\|-4.26\|75.48\|76.18\|70.91\|89504;2026-09-07\|75.36\|5.40\|72.60\|75.70\|72.04\|84407;2026-09-08\|73.42\|-2.57\|75.42\|76.22\|73.13\|62820;2026-09-09\|73.17\|-0.34\|73.98\|76.46\|72.80\|58870;2026-09-10\|72.89\|-0.38\|72.97\|74.63\|71.71\|46837;2026-09-11\|71.42\|-2.02\|71.62\|72.49\|68.21\|67579;2026-09-14\|71.42\|0.00\|69.71\|71.98\|69.00\|45685
116967	消息称台积电先进制程代工将全线涨价	HITS先进封装+存储芯片+显示驱动封测行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年6月18日公告，公司拟出资4亿元与关联方共同设立合资公司合肥晶瑞旺科技有限公司，布局HITS先进封装工艺平台，旨在把握人工智能及高性能计算领域的市场增长机遇。 2、据2026年3月20日年报，公司2025年以战略投资方式切入DRAM封测业务，形成“显示+存储”双轮驱动格局，投资标的鑫丰科技为境内少数具备LPDDR5量产封装能力的厂商。 3、据2026年3月20日年报，公司是全球少数可以实现显示驱动芯片封装测试服务一体化的企业，已跻身全球显示驱动芯片封测领域第一梯队，2025年营收达178,313.55万元，同比增长18.79%。	国内显示驱动芯片封测领域龙头，以前段金凸块制造为核心，具备显示驱动芯片全制程封装测试综合服务能力	2026-05-11\|18.65\|2.42\|18.67\|19.23\|18.38\|729804;2026-05-12\|18.34\|-1.66\|18.70\|18.73\|18.07\|485792;2026-05-13\|20.01\|9.11\|17.98\|20.42\|17.70\|1146872;2026-05-14\|19.18\|-4.15\|19.88\|19.88\|19.07\|771040;2026-05-15\|19.31\|0.68\|19.50\|19.85\|18.57\|698544;2026-05-18\|20.82\|7.82\|20.30\|22.65\|19.43\|1266115;2026-05-19\|20.43\|-1.87\|20.51\|20.64\|19.54\|866397;2026-05-20\|20.74\|1.77\|20.35\|21.20\|20.13\|727934;2026-05-21\|19.40\|-6.46\|20.81\|21.48\|19.06\|876415;2026-05-22\|19.75\|1.80\|19.50\|19.94\|18.60\|760722;2026-05-25\|21.89\|10.84\|19.60\|22.50\|19.12\|1087388;2026-05-26\|21.60\|-1.32\|22.18\|22.88\|20.84\|882451;2026-05-27\|20.19\|-6.53\|21.76\|22.17\|19.98\|758401;2026-05-28\|22.50\|11.44\|20.36\|23.05\|20.10\|966814;2026-05-29\|21.10\|-6.22\|22.50\|22.90\|20.85\|797638;2026-06-01\|19.74\|-6.45\|20.88\|21.50\|19.70\|634573;2026-06-02\|19.58\|-0.81\|19.68\|20.08\|18.71\|580321;2026-06-03\|19.37\|-1.07\|19.52\|20.44\|19.19\|575959;2026-06-04\|20.18\|4.18\|18.90\|20.71\|18.83\|579622;2026-06-05\|22.50\|11.50\|19.80\|23.50\|19.02\|1363364;2026-06-08\|22.48\|-0.09\|21.02\|23.36\|20.80\|939086;2026-06-09\|23.96\|6.58\|23.28\|24.38\|22.53\|838026;2026-06-10\|24.55\|2.46\|23.55\|25.19\|23.08\|802368;2026-06-11\|25.20\|2.65\|25.41\|28.24\|24.51\|1457710;2026-06-12\|24.44\|-3.02\|25.95\|26.35\|24.25\|951473;2026-06-15\|26.70\|9.25\|24.66\|26.80\|23.51\|829241;2026-06-16\|26.96\|0.97\|27.47\|28.86\|26.70\|858244;2026-06-17\|28.82\|6.90\|27.00\|28.98\|26.41\|899758;2026-06-18\|30.05\|4.27\|29.88\|32.10\|29.41\|1112989;2026-06-22\|29.94\|-0.37\|30.53\|31.57\|28.82\|844975;2026-06-23\|30.17\|0.77\|30.80\|32.50\|29.44\|825660;2026-06-24\|36.20\|19.99\|32.00\|36.20\|32.00\|845099;2026-06-25\|41.30\|14.09\|40.00\|43.30\|39.00\|1652702;2026-06-26\|39.30\|-4.84\|40.00\|40.77\|38.38\|993193;2026-06-29\|40.02\|1.83\|39.60\|41.00\|35.10\|1202982;2026-06-30\|39.70\|-0.80\|39.80\|40.90\|38.29\|972585;2026-07-01\|40.35\|1.64\|40.88\|41.56\|38.20\|922856;2026-07-02\|39.07\|-3.17\|38.60\|43.03\|36.54\|992592;2026-07-03\|35.31\|-9.62\|38.46\|38.98\|35.13\|911266;2026-07-06\|35.95\|1.81\|36.57\|37.87\|34.17\|883580;2026-07-07\|36.80\|2.36\|35.67\|37.75\|34.58\|581561;2026-07-08\|34.65\|-5.84\|36.80\|37.89\|33.26\|592453;2026-07-09\|39.65\|14.43\|36.96\|39.74\|35.93\|927595;2026-07-10\|35.60\|-10.21\|39.66\|40.44\|35.60\|865662;2026-07-13\|31.30\|-12.08\|34.66\|35.80\|31.10\|828929;2026-07-14\|32.58\|4.09\|32.52\|33.12\|29.95\|739672;2026-07-15\|29.87\|-8.32\|33.97\|34.55\|29.00\|712484;2026-07-16\|27.66\|-7.40\|28.10\|29.96\|27.50\|651685;2026-07-17\|25.45\|-7.99\|27.66\|28.55\|25.41\|784265;2026-07-20\|23.56\|-7.43\|26.70\|27.26\|22.60\|960499;2026-07-21\|27.57\|17.02\|24.02\|27.77\|21.18\|987149;2026-07-22\|27.35\|-0.80\|27.40\|29.35\|26.90\|951687;2026-07-23\|24.79\|-9.36\|27.21\|27.68\|24.60\|728570;2026-07-24\|25.05\|1.05\|24.03\|25.85\|24.03\|635396;2026-07-27\|24.96\|-0.36\|25.06\|25.75\|23.35\|530196;2026-07-28\|22.42\|-10.18\|24.29\|25.06\|22.15\|604576;2026-07-29\|21.07\|-6.02\|22.39\|22.82\|19.75\|793675;2026-07-30\|18.68\|-11.34\|20.97\|21.40\|18.55\|807110;2026-07-31\|19.77\|5.84\|20.85\|21.54\|19.75\|702973;2026-08-03\|18.05\|-8.70\|19.51\|19.84\|17.93\|583011;2026-08-04\|20.00\|10.80\|18.48\|20.17\|18.09\|601600;2026-08-05\|21.70\|8.50\|20.05\|22.20\|20.05\|754110;2026-08-06\|23.58\|8.66\|21.52\|24.96\|21.47\|923554;2026-08-07\|25.25\|7.08\|23.40\|25.73\|23.00\|836226;2026-08-10\|24.46\|-3.13\|25.30\|25.58\|24.01\|535208;2026-08-11\|24.29\|-0.69\|24.35\|24.98\|23.62\|439232;2026-08-12\|24.58\|1.19\|24.51\|25.15\|23.95\|444212;2026-08-13\|24.02\|-2.28\|24.49\|25.59\|23.81\|740607;2026-08-14\|24.17\|0.62\|24.50\|24.68\|23.39\|455749;2026-08-17\|25.95\|7.36\|24.11\|26.18\|24.07\|698540;2026-08-18\|25.96\|0.04\|25.86\|26.80\|25.20\|507380;2026-08-19\|22.94\|-11.63\|24.72\|25.61\|22.65\|664532;2026-08-20\|23.10\|0.70\|23.45\|24.27\|22.70\|436884;2026-08-21\|23.01\|-0.39\|23.29\|23.72\|22.51\|318197;2026-08-24\|23.30\|1.26\|23.01\|23.44\|22.26\|446747;2026-08-25\|22.53\|-3.30\|23.00\|23.10\|21.72\|428397;2026-08-26\|22.53\|0.00\|22.78\|22.84\|21.86\|300991;2026-08-27\|23.78\|5.55\|22.75\|23.92\|22.46\|364034;2026-08-28\|24.46\|2.86\|23.70\|25.80\|23.63\|648102;2026-08-31\|25.41\|3.88\|23.90\|25.87\|23.47\|582641;2026-09-01\|25.34\|-0.28\|25.58\|25.99\|24.76\|482609;2026-09-02\|24.75\|-2.33\|24.80\|25.38\|24.20\|409729;2026-09-03\|24.06\|-2.79\|25.40\|27.18\|22.78\|996402;2026-09-04\|23.86\|-0.83\|24.59\|26.57\|23.36\|885214;2026-09-07\|25.52\|6.96\|24.26\|25.77\|23.02\|787823;2026-09-08\|26.72\|4.70\|25.88\|27.46\|25.30\|840437;2026-09-09\|25.80\|-3.44\|26.89\|26.98\|25.68\|497822;2026-09-10\|25.10\|-2.71\|25.35\|26.19\|25.03\|365331;2026-09-11\|23.89\|-4.82\|24.45\|24.80\|22.87\|503698;2026-09-14\|23.99\|0.42\|23.37\|24.34\|22.95\|345925
116966	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电先进制程代工全线涨价，公司功率芯片与运动控制器双主线受益于产业链价值再分配；涨停缘由：功率芯片及控制器均依赖先进制程，涨价推动盈利修复，电动两轮车智能化升级拉动控制器需求；资金逻辑：功率半导体与机器人交叉板块资金活跃，6月25日量价齐升，主力与游资同步介入；风险提示：功率芯片业务规模小，客户导入周期长，运动控制器竞争激烈，原材料价格波动影响毛利	公司主要从事运动控制产品、功率芯片的研产销，主要产品可以具体分为晶圆、封装成品和运动控制器、运动控制模块等四类	2026-05-11\|43.80\|1.72\|43.08\|44.18\|42.89\|15930;2026-05-12\|42.82\|-2.24\|43.77\|44.10\|42.33\|16111;2026-05-13\|43.10\|0.65\|42.65\|43.46\|42.19\|12175;2026-05-14\|43.33\|0.53\|43.32\|43.86\|42.76\|13114;2026-05-15\|42.93\|-0.92\|43.26\|43.77\|42.55\|11518;2026-05-18\|43.70\|1.79\|43.04\|44.17\|42.62\|13375;2026-05-19\|43.56\|-0.32\|43.71\|44.10\|42.85\|10470;2026-05-20\|44.10\|1.24\|43.56\|44.55\|43.30\|16738;2026-05-21\|42.28\|-4.13\|44.21\|45.00\|42.21\|25417;2026-05-22\|43.97\|4.00\|42.28\|44.38\|41.64\|25572;2026-05-25\|43.10\|-1.98\|44.10\|44.39\|42.44\|25079;2026-05-26\|42.44\|-1.53\|42.80\|43.15\|41.88\|17552;2026-05-27\|41.15\|-3.04\|42.54\|42.54\|40.87\|18545;2026-05-28\|41.50\|0.85\|41.14\|41.90\|40.04\|13420;2026-05-29\|38.98\|-6.07\|41.50\|42.24\|38.38\|20155;2026-06-01\|39.45\|1.21\|39.10\|40.25\|38.66\|13218;2026-06-02\|38.32\|-2.86\|39.45\|40.12\|37.94\|12241;2026-06-03\|45.88\|19.73\|38.31\|45.88\|37.90\|19652;2026-06-04\|43.87\|-4.38\|41.30\|44.32\|39.62\|88645;2026-06-05\|47.45\|8.16\|41.66\|47.50\|40.03\|109177;2026-06-08\|45.58\|-3.94\|44.79\|49.35\|44.77\|103672;2026-06-09\|48.71\|6.87\|45.17\|49.22\|44.66\|98925;2026-06-10\|49.28\|1.17\|47.12\|50.40\|46.59\|88708;2026-06-11\|46.00\|-6.66\|48.26\|48.30\|45.39\|64927;2026-06-12\|45.19\|-1.76\|46.52\|47.80\|44.36\|59304;2026-06-15\|48.22\|6.71\|45.19\|48.39\|44.50\|63497;2026-06-16\|49.99\|3.89\|47.50\|52.25\|46.91\|84587;2026-06-17\|50.55\|1.12\|48.93\|51.14\|48.26\|57462;2026-06-18\|48.18\|-4.69\|50.05\|50.38\|48.18\|51414;2026-06-22\|47.50\|-1.41\|47.82\|48.13\|45.89\|51859;2026-06-23\|49.18\|3.54\|47.00\|49.66\|45.95\|57310;2026-06-24\|46.83\|-4.78\|48.00\|48.58\|46.20\|41102;2026-06-25\|54.63\|16.66\|46.50\|55.99\|45.77\|105737;2026-06-26\|54.23\|-0.73\|55.01\|56.88\|52.85\|71117;2026-06-29\|57.02\|5.14\|54.50\|59.33\|52.30\|76265;2026-06-30\|55.88\|-2.00\|56.03\|58.50\|55.28\|61075;2026-07-01\|53.82\|-3.69\|55.00\|56.42\|52.73\|56329;2026-07-02\|52.17\|-3.07\|52.49\|53.80\|50.10\|37125;2026-07-03\|54.07\|3.64\|52.41\|54.07\|50.67\|40166;2026-07-06\|52.93\|-2.11\|54.24\|56.09\|50.86\|36299;2026-07-07\|45.50\|-14.04\|52.70\|52.94\|44.72\|53927;2026-07-08\|41.74\|-8.26\|45.04\|45.50\|41.65\|41644;2026-07-09\|43.05\|3.14\|42.11\|43.20\|40.95\|31498;2026-07-10\|42.65\|-0.93\|42.69\|44.79\|42.42\|30277;2026-07-13\|39.32\|-7.81\|42.01\|42.23\|39.18\|28185;2026-07-14\|40.35\|2.62\|39.32\|40.39\|38.58\|22321;2026-07-15\|38.20\|-5.33\|40.33\|40.39\|38.00\|29310;2026-07-16\|36.50\|-4.45\|37.66\|38.33\|36.26\|25718;2026-07-17\|33.87\|-7.21\|36.35\|36.48\|33.56\|26726;2026-07-20\|31.00\|-8.47\|34.55\|34.78\|30.40\|31983;2026-07-21\|32.95\|6.29\|31.14\|32.95\|28.75\|33114;2026-07-22\|31.96\|-3.00\|32.61\|33.14\|31.70\|21561;2026-07-23\|32.25\|0.91\|31.99\|32.70\|31.83\|17156;2026-07-24\|33.11\|2.67\|32.00\|34.22\|31.56\|32515;2026-07-27\|33.48\|1.12\|32.70\|33.81\|32.50\|23153;2026-07-28\|33.00\|-1.43\|32.86\|34.19\|32.73\|22383;2026-07-29\|33.26\|0.79\|32.85\|33.49\|32.02\|20628;2026-07-30\|32.64\|-1.86\|33.13\|33.59\|32.36\|19856;2026-07-31\|33.86\|3.74\|33.34\|34.52\|33.34\|22836;2026-08-03\|34.49\|1.86\|33.56\|35.02\|33.56\|18093;2026-08-04\|35.18\|2.00\|34.65\|35.48\|34.29\|15356;2026-08-05\|36.14\|2.73\|35.27\|36.33\|35.00\|15676;2026-08-06\|37.40\|3.49\|35.99\|37.59\|35.45\|23795;2026-08-07\|37.56\|0.43\|37.00\|38.26\|36.86\|22167;2026-08-10\|38.59\|2.74\|37.80\|38.87\|37.28\|18040;2026-08-11\|37.95\|-1.66\|38.26\|38.36\|37.28\|16940;2026-08-12\|38.10\|0.40\|37.95\|38.26\|37.86\|10628;2026-08-13\|37.39\|-1.86\|38.20\|38.69\|37.39\|18508;2026-08-14\|37.80\|1.10\|37.39\|38.10\|37.39\|12734;2026-08-17\|39.05\|3.31\|37.85\|39.13\|37.39\|14422;2026-08-18\|38.30\|-1.92\|39.28\|39.29\|38.14\|11747;2026-08-19\|36.57\|-4.52\|37.78\|37.89\|36.47\|16840;2026-08-20\|37.47\|2.46\|37.31\|38.66\|36.84\|15104;2026-08-21\|37.61\|0.37\|37.10\|37.75\|36.68\|12692;2026-08-24\|37.14\|-1.25\|38.06\|38.08\|36.33\|12173;2026-08-25\|36.27\|-2.34\|36.01\|36.66\|35.38\|20012;2026-08-26\|35.69\|-1.60\|36.08\|36.63\|34.96\|16529;2026-08-27\|36.00\|0.87\|35.93\|36.45\|35.40\|12770;2026-08-28\|35.88\|-0.33\|36.16\|36.70\|35.88\|9442;2026-08-31\|36.68\|2.23\|35.88\|36.88\|35.35\|10513;2026-09-01\|35.56\|-3.05\|36.70\|36.76\|35.50\|13591;2026-09-02\|35.50\|-0.17\|35.30\|35.90\|34.73\|12330;2026-09-03\|35.25\|-0.70\|35.80\|36.03\|35.16\|8218;2026-09-04\|34.99\|-0.74\|35.57\|35.96\|34.61\|10753;2026-09-07\|35.05\|0.17\|35.21\|35.46\|34.74\|8493;2026-09-08\|34.95\|-0.29\|35.06\|35.18\|34.57\|8994;2026-09-09\|34.33\|-1.77\|34.71\|35.11\|34.07\|11409;2026-09-10\|33.95\|-1.11\|34.45\|34.45\|33.70\|10325;2026-09-11\|33.20\|-2.21\|33.60\|33.65\|32.41\|10971;2026-09-14\|33.54\|1.02\|32.99\|33.89\|32.65\|8180
116965	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电先进制程代工全线涨价，公司依托苹果链检测技术向半导体测试设备延伸，切入晶圆厂验证环节；涨停缘由：半导体测试设备国产替代空间大，涨价加速晶圆厂设备采购，检测环节优先受益；资金逻辑：半导体设备板块资金回流，6月25日主力大幅净流入，机构调研频次提升；风险提示：半导体检测设备尚处验证期，订单落地存不确定性，研发投入大致短期业绩承压，客户集中度高	国内领先的定制化工业自动化检测方案提供商；公司客户主要为苹果产业链企业，将在现有产品及技术基础上，进一步拓展产品向半导体等其他领域延伸，创造新的利润增长点	2026-05-11\|60.09\|4.05\|57.30\|61.88\|57.30\|28174;2026-05-12\|58.01\|-3.46\|59.74\|60.99\|56.66\|22264;2026-05-13\|58.65\|1.10\|57.33\|60.39\|57.10\|18381;2026-05-14\|57.55\|-1.88\|58.65\|59.83\|56.66\|13798;2026-05-15\|59.83\|3.96\|58.03\|61.19\|57.05\|18445;2026-05-18\|59.88\|0.08\|58.55\|61.50\|57.88\|15455;2026-05-19\|60.00\|0.20\|60.87\|60.87\|58.70\|13132;2026-05-20\|60.90\|1.50\|59.94\|60.90\|58.97\|14647;2026-05-21\|57.06\|-6.31\|61.14\|62.15\|56.87\|22831;2026-05-22\|59.55\|4.36\|57.31\|59.82\|57.31\|18242;2026-05-25\|60.23\|1.14\|59.32\|60.51\|58.16\|17293;2026-05-26\|58.10\|-3.54\|60.00\|61.25\|57.30\|12755;2026-05-27\|57.15\|-1.64\|58.57\|58.66\|56.61\|12748;2026-05-28\|57.64\|0.86\|57.15\|59.11\|56.24\|14347;2026-05-29\|55.00\|-4.58\|57.34\|59.23\|53.88\|15165;2026-06-01\|53.42\|-2.87\|53.64\|55.24\|52.63\|17213;2026-06-02\|52.03\|-2.60\|52.87\|54.11\|51.51\|15449;2026-06-03\|52.66\|1.21\|52.67\|54.61\|51.77\|16012;2026-06-04\|55.62\|5.62\|52.00\|55.72\|51.42\|23691;2026-06-05\|56.20\|1.04\|56.33\|59.90\|53.81\|30091;2026-06-08\|53.62\|-4.59\|53.42\|56.68\|52.68\|18133;2026-06-09\|53.20\|-0.78\|54.69\|55.55\|52.86\|11674;2026-06-10\|51.89\|-2.46\|52.14\|53.20\|50.10\|14425;2026-06-11\|55.14\|6.26\|51.06\|55.50\|51.06\|15657;2026-06-12\|52.30\|-5.15\|54.70\|56.38\|51.68\|13430;2026-06-15\|53.09\|1.51\|52.44\|54.00\|52.43\|7716;2026-06-16\|56.50\|6.42\|53.09\|56.50\|52.41\|16185;2026-06-17\|58.45\|3.45\|55.98\|59.18\|55.92\|18503;2026-06-18\|58.96\|0.87\|58.35\|59.20\|56.88\|15540;2026-06-22\|52.00\|-11.80\|58.96\|59.29\|50.77\|24621;2026-06-23\|54.11\|4.06\|51.48\|55.10\|51.48\|20908;2026-06-24\|56.10\|3.68\|53.31\|56.50\|52.82\|19105;2026-06-25\|66.36\|18.29\|57.29\|66.65\|56.00\|40120;2026-06-26\|70.31\|5.95\|66.31\|72.36\|63.56\|52949;2026-06-29\|71.44\|1.61\|71.15\|73.67\|68.50\|40327;2026-06-30\|82.25\|15.13\|75.01\|82.80\|71.58\|38297;2026-07-01\|82.99\|0.90\|82.32\|84.95\|78.01\|32908;2026-07-02\|76.93\|-7.30\|82.35\|82.51\|76.44\|29284;2026-07-03\|75.80\|-1.47\|76.80\|79.09\|73.30\|22536;2026-07-06\|76.65\|1.12\|78.16\|80.00\|73.66\|21571;2026-07-07\|77.40\|0.98\|73.31\|79.88\|73.31\|24040;2026-07-08\|72.60\|-6.20\|77.41\|77.41\|67.10\|35796;2026-07-09\|75.90\|4.55\|73.71\|76.20\|71.95\|20247;2026-07-10\|76.97\|1.41\|74.00\|79.40\|74.00\|18132;2026-07-13\|70.17\|-8.83\|75.88\|77.16\|70.10\|26960;2026-07-14\|69.68\|-0.70\|70.20\|70.48\|64.08\|25911;2026-07-15\|53.32\|7.24\|50.13\|57.80\|49.02\|46175;2026-07-16\|50.71\|-4.89\|51.71\|53.39\|48.80\|35683;2026-07-17\|47.00\|-7.32\|51.94\|53.10\|46.00\|35280;2026-07-20\|41.26\|-12.21\|47.89\|47.95\|39.39\|39037;2026-07-21\|41.91\|1.58\|39.16\|42.98\|34.86\|36201;2026-07-22\|41.27\|-1.53\|40.48\|43.20\|40.01\|25941;2026-07-23\|43.92\|6.42\|40.07\|44.50\|40.07\|30765;2026-07-24\|45.11\|2.71\|43.33\|45.88\|42.50\|27474;2026-07-27\|48.98\|8.58\|43.95\|49.18\|43.95\|23660;2026-07-28\|47.11\|-3.82\|48.41\|49.50\|46.30\|18971;2026-07-29\|46.00\|-2.36\|47.11\|48.05\|44.30\|16210;2026-07-30\|42.07\|-8.54\|45.35\|46.13\|41.02\|24148;2026-07-31\|45.29\|7.65\|44.00\|47.71\|43.98\|23968;2026-08-03\|46.62\|2.94\|45.19\|48.00\|44.91\|19590;2026-08-04\|51.95\|11.43\|46.97\|52.44\|46.51\|21417;2026-08-05\|54.00\|3.95\|52.00\|54.66\|51.00\|28037;2026-08-06\|55.48\|2.74\|53.73\|56.80\|52.60\|29037;2026-08-07\|54.51\|-1.75\|56.00\|56.66\|53.70\|23602;2026-08-10\|56.18\|3.06\|54.00\|56.25\|52.70\|32346;2026-08-11\|53.46\|-4.84\|54.82\|57.63\|53.02\|15087;2026-08-12\|59.90\|12.05\|53.46\|59.90\|53.46\|39459;2026-08-13\|64.54\|7.75\|60.95\|67.42\|59.90\|38062;2026-08-14\|69.37\|7.48\|64.07\|71.50\|64.07\|46447;2026-08-17\|71.76\|3.45\|69.68\|72.00\|65.99\|36092;2026-08-18\|72.65\|1.24\|73.19\|73.44\|71.24\|24300;2026-08-19\|68.08\|-6.29\|71.20\|72.84\|66.37\|34390;2026-08-20\|69.68\|2.35\|69.13\|72.40\|68.17\|23984;2026-08-21\|68.26\|-2.04\|71.07\|71.14\|67.00\|16325;2026-08-24\|65.72\|-3.72\|67.60\|69.63\|63.66\|20471;2026-08-25\|63.37\|-3.58\|64.67\|66.00\|62.15\|24649;2026-08-26\|63.02\|-0.55\|63.37\|64.66\|61.65\|19787;2026-08-27\|65.70\|4.25\|63.13\|66.00\|61.99\|19243;2026-08-28\|64.45\|-1.90\|64.74\|66.68\|63.34\|19139;2026-08-31\|66.09\|2.54\|63.31\|68.00\|62.29\|29096;2026-09-01\|62.90\|-4.83\|67.41\|67.41\|61.50\|22246;2026-09-02\|60.90\|-3.18\|64.00\|64.00\|60.52\|10814;2026-09-03\|61.41\|0.84\|61.38\|62.46\|59.96\|14927;2026-09-04\|58.90\|-4.09\|61.30\|64.00\|58.50\|20590;2026-09-07\|60.13\|2.09\|58.79\|60.40\|58.17\|14427;2026-09-08\|63.00\|4.77\|59.80\|63.00\|58.70\|17785;2026-09-09\|58.80\|-6.67\|63.80\|63.80\|58.80\|21412;2026-09-10\|57.89\|-1.55\|58.49\|59.41\|56.77\|14796;2026-09-11\|59.05\|2.00\|57.40\|60.80\|55.51\|20523;2026-09-14\|58.31\|-1.25\|58.75\|59.60\|57.80\|24486
116964	消息称台积电先进制程代工将全线涨价	洁净室龙头+空气净化产品+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司目前在国内半导体洁净室领域位于行业前列，市场占有率在30%，先进制程、HBM、先进封装等新技术对洁净室洁净等级要求更高，竞争格局更加集中。 2、据2026年一季报及2026年6月12日投资者关系活动记录表，公司2026年一季度实现营业收入4.58亿元，同比增长44.52%；目前公司在手订单依旧饱满，大约可以覆盖6-9个月的产能。 3、公司是国内洁净室设备领军企业，主营业务为空气净化产品，主要产品包含风机过滤单元及过滤器等，客户覆盖国内外知名半导体龙头厂商，具备半导体洁净室全方位解决方案能力。	公司为半导体行业提供国际最高洁净等级标准（ISO Class 1 级）洁净环境提供EFU（超薄型设备端自带风机过滤机组）及ULPA（超高效过滤器）等产品	2026-05-11\|75.05\|6.88\|71.49\|75.90\|71.05\|33078;2026-05-12\|76.80\|2.33\|74.52\|77.17\|72.82\|40861;2026-05-13\|76.23\|-0.74\|75.66\|77.26\|73.50\|29057;2026-05-14\|76.25\|0.03\|76.22\|79.54\|73.33\|38063;2026-05-15\|78.83\|3.38\|77.78\|81.47\|76.00\|41343;2026-05-18\|78.80\|-0.04\|82.00\|82.27\|77.25\|35111;2026-05-19\|85.50\|8.50\|78.53\|85.86\|77.20\|51275;2026-05-20\|83.46\|-2.39\|84.66\|85.00\|82.01\|37256;2026-05-21\|76.59\|-8.23\|83.01\|84.79\|76.01\|40625;2026-05-22\|81.08\|5.86\|77.64\|82.16\|75.00\|40880;2026-05-25\|82.24\|1.43\|83.68\|83.68\|79.56\|22919;2026-05-26\|78.49\|-4.56\|81.20\|83.68\|76.00\|21546;2026-05-27\|74.85\|-4.64\|77.64\|79.20\|74.10\|20925;2026-05-28\|75.00\|0.20\|74.18\|75.84\|73.52\|14212;2026-05-29\|69.72\|-7.04\|74.90\|74.90\|68.50\|25295;2026-06-01\|67.94\|-2.55\|69.72\|70.38\|67.33\|18831;2026-06-02\|67.71\|-0.34\|67.94\|68.84\|65.90\|19371;2026-06-03\|67.51\|-0.30\|67.76\|70.31\|66.86\|14998;2026-06-04\|70.30\|4.13\|66.33\|71.00\|66.01\|16132;2026-06-05\|69.34\|-1.37\|70.00\|70.80\|68.69\|14243;2026-06-08\|66.21\|-4.51\|66.00\|68.65\|65.23\|11825;2026-06-09\|73.88\|11.58\|67.99\|74.88\|66.50\|29414;2026-06-10\|72.60\|-1.73\|73.58\|77.18\|71.68\|23366;2026-06-11\|77.54\|6.80\|71.87\|82.17\|71.77\|42578;2026-06-12\|71.98\|-7.17\|79.90\|80.28\|71.55\|41361;2026-06-15\|78.00\|8.36\|72.55\|80.70\|72.00\|44233;2026-06-16\|80.15\|2.76\|78.20\|82.96\|76.10\|56053;2026-06-17\|83.74\|4.48\|78.92\|84.50\|78.17\|35707;2026-06-18\|78.73\|-5.98\|82.91\|83.16\|77.53\|38767;2026-06-22\|78.88\|0.19\|80.73\|83.60\|77.60\|34579;2026-06-23\|79.66\|1.18\|79.00\|82.44\|75.80\|33452;2026-06-24\|84.60\|6.20\|78.19\|86.63\|76.52\|37304;2026-06-25\|101.52\|20.00\|94.35\|101.52\|91.28\|80384;2026-06-26\|106.10\|4.51\|97.80\|111.11\|96.60\|113437;2026-06-29\|119.99\|13.09\|107.97\|127.32\|107.97\|114857;2026-06-30\|116.30\|-3.08\|118.80\|119.81\|109.30\|92739;2026-07-01\|112.58\|-3.20\|114.35\|125.23\|110.10\|87279;2026-07-02\|102.68\|-8.79\|103.00\|109.50\|99.90\|63727;2026-07-03\|98.21\|-4.35\|101.00\|103.99\|95.05\|58078;2026-07-06\|96.50\|-1.74\|101.10\|101.60\|93.32\|44120;2026-07-07\|94.04\|-2.55\|96.32\|97.79\|92.05\|39461;2026-07-08\|93.00\|-1.11\|95.99\|97.34\|88.01\|39894;2026-07-09\|98.70\|6.13\|95.52\|99.50\|92.50\|53104;2026-07-10\|96.57\|-2.16\|102.82\|111.90\|96.51\|76480;2026-07-13\|85.00\|-11.98\|93.07\|98.60\|84.55\|80349;2026-07-14\|87.45\|2.88\|86.01\|88.99\|82.10\|51392;2026-07-15\|81.87\|-6.38\|91.00\|91.00\|81.00\|46576;2026-07-16\|75.91\|-7.28\|79.69\|81.82\|75.00\|42254;2026-07-17\|69.13\|-8.93\|75.00\|77.70\|67.41\|49929;2026-07-20\|64.02\|-7.39\|70.50\|71.98\|62.24\|61627;2026-07-21\|72.09\|12.61\|67.00\|72.09\|60.88\|60060;2026-07-22\|70.19\|-2.64\|71.05\|74.43\|69.44\|40577;2026-07-23\|67.29\|-4.13\|70.22\|71.90\|66.59\|35938;2026-07-24\|67.30\|0.01\|67.00\|69.49\|65.52\|33716;2026-07-27\|68.80\|2.23\|68.16\|69.53\|65.10\|30314;2026-07-28\|65.63\|-4.61\|68.77\|71.77\|65.30\|41478;2026-07-29\|65.15\|-0.73\|64.78\|66.50\|59.85\|58810;2026-07-30\|59.83\|-8.17\|64.00\|65.20\|58.20\|44442;2026-07-31\|61.97\|3.58\|64.60\|67.30\|61.75\|34757;2026-08-03\|58.80\|-5.12\|62.90\|62.91\|57.81\|29251;2026-08-04\|61.94\|5.34\|59.80\|62.89\|58.80\|31416;2026-08-05\|66.90\|8.01\|61.86\|67.66\|61.00\|37264;2026-08-06\|68.74\|2.75\|65.90\|69.50\|65.00\|28594;2026-08-07\|69.44\|1.02\|68.00\|70.50\|66.58\|26795;2026-08-10\|70.22\|1.12\|70.37\|71.61\|67.66\|27620;2026-08-11\|69.05\|-1.67\|70.35\|70.63\|67.63\|16990;2026-08-12\|71.82\|4.01\|69.40\|73.40\|68.08\|21550;2026-08-13\|69.27\|-3.55\|72.57\|74.38\|69.18\|19014;2026-08-14\|69.78\|0.74\|70.49\|71.10\|68.68\|12549;2026-08-17\|74.38\|6.59\|69.78\|75.00\|69.50\|21270;2026-08-18\|73.41\|-1.30\|74.36\|75.90\|72.49\|17947;2026-08-19\|66.51\|-9.40\|71.50\|72.50\|66.21\|25071;2026-08-20\|67.48\|1.46\|68.30\|68.70\|66.20\|12634;2026-08-21\|67.16\|-0.47\|67.99\|68.35\|65.10\|12101;2026-08-24\|66.49\|-1.00\|66.94\|67.81\|65.35\|14612;2026-08-25\|65.74\|-1.13\|65.70\|66.86\|63.03\|12330;2026-08-26\|68.11\|3.61\|66.10\|69.78\|64.57\|21562;2026-08-27\|70.68\|3.77\|67.93\|70.98\|67.02\|17052;2026-08-28\|68.32\|-3.34\|69.88\|71.28\|68.18\|13085;2026-08-31\|67.80\|-0.76\|66.98\|68.27\|64.71\|19279;2026-09-01\|65.69\|-3.11\|67.64\|68.46\|65.32\|14404;2026-09-02\|64.44\|-1.90\|64.56\|65.20\|63.05\|13750;2026-09-03\|63.98\|-0.71\|64.35\|65.64\|63.01\|10080;2026-09-04\|62.35\|-2.55\|64.70\|65.67\|61.70\|16382;2026-09-07\|64.90\|4.09\|63.80\|65.55\|62.01\|14619;2026-09-08\|64.40\|-0.77\|64.71\|65.39\|63.35\|10447;2026-09-09\|64.21\|-0.29\|64.78\|65.96\|63.64\|10170;2026-09-10\|62.66\|-2.41\|63.28\|64.54\|62.66\|8527;2026-09-11\|60.76\|-3.03\|62.04\|62.26\|58.90\|15929;2026-09-14\|60.87\|0.18\|60.34\|61.79\|59.05\|8746
116963	消息称台积电先进制程代工将全线涨价	模拟芯片+光模块+人形机器人行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年4月30日投资者关系活动记录表，公司是国内为数不多的全产品线布局光模块模拟芯片的企业，高效率大电流电源已应用于光模块头部客户，多款产品在光迅科技、华工正源、剑桥科技等国内头部光模块厂商中出货，并向海外头部厂商Coherent送样测试。 2、据2025年年报，公司低电压/超低功耗USB3.2Gen1 Redriver产品已应用到国内头部机器人中，并投资了全球实现高自由度灵巧手千台量产的企业灵心巧手，同时正在研发磁编码、马达驱动等产品以丰富机器人产品矩阵。 3、据2025年年报，公司主营高性能模拟芯片，产品覆盖信号链与电源管理，应用范围涵盖手机、电脑、汽车、服务器、光模块、智能穿戴、机器人和工业等领域，2025年毛利率为42.86%。	公司拟收购荣湃半导体100%股权，后者专注于高性能、高品质模拟芯片的设计、研发与销售，产品包括数字隔离器、隔离接口、隔离驱动、隔离采样、光MOS等系列产品，应用于汽车电子、工业控制、新能源、智能电表、智能家电等众多领域	2026-05-11\|32.51\|-2.69\|33.50\|33.80\|32.03\|184007;2026-05-12\|34.20\|5.20\|32.99\|34.98\|31.63\|195294;2026-05-13\|35.92\|5.03\|33.48\|36.96\|33.07\|261389;2026-05-14\|37.12\|3.34\|36.20\|38.27\|35.33\|227052;2026-05-15\|34.69\|-6.55\|37.42\|40.79\|34.34\|323043;2026-05-18\|37.57\|8.30\|34.40\|38.88\|34.37\|262035;2026-05-19\|40.70\|8.33\|37.20\|41.27\|37.20\|234618;2026-05-20\|42.28\|3.88\|41.56\|42.36\|39.00\|190271;2026-05-21\|43.00\|1.70\|42.75\|45.49\|41.50\|233082;2026-05-22\|43.95\|2.21\|44.00\|45.48\|42.44\|207984;2026-05-25\|47.35\|7.74\|45.15\|52.52\|44.51\|257549;2026-05-26\|44.80\|-5.39\|47.06\|47.32\|44.10\|165246;2026-05-27\|44.90\|0.22\|45.50\|48.50\|44.00\|196043;2026-05-28\|46.63\|3.85\|43.95\|47.36\|42.98\|160207;2026-05-29\|44.92\|-3.67\|47.51\|49.99\|44.00\|182698;2026-06-01\|40.58\|-9.66\|44.00\|44.44\|40.50\|201167;2026-06-02\|39.43\|-2.83\|40.58\|41.55\|38.78\|137669;2026-06-03\|41.95\|6.39\|40.37\|44.30\|40.30\|164366;2026-06-04\|40.87\|-2.57\|40.80\|42.18\|40.35\|123828;2026-06-05\|38.33\|-6.21\|41.30\|41.35\|38.11\|149077;2026-06-08\|38.85\|1.36\|35.33\|42.30\|35.24\|201392;2026-06-09\|42.07\|8.29\|40.80\|42.99\|38.36\|125448;2026-06-10\|40.60\|-3.29\|41.21\|41.99\|38.90\|123657;2026-06-11\|41.00\|0.99\|41.58\|44.64\|40.70\|218743;2026-06-12\|41.20\|0.49\|42.27\|43.60\|40.95\|171426;2026-06-15\|43.79\|6.29\|42.02\|44.80\|40.68\|213737;2026-06-16\|46.45\|6.07\|43.38\|47.00\|42.90\|181527;2026-06-17\|50.38\|8.46\|45.55\|51.13\|44.63\|186187;2026-06-18\|48.00\|-4.72\|51.25\|51.35\|47.75\|175839;2026-06-22\|43.99\|-8.35\|49.00\|49.50\|42.40\|258547;2026-06-23\|43.76\|-0.52\|43.00\|45.08\|42.03\|141781;2026-06-24\|43.25\|-1.17\|43.14\|44.17\|41.63\|136090;2026-06-25\|51.90\|20.00\|44.45\|51.90\|42.96\|313944;2026-06-26\|51.51\|-0.75\|52.10\|55.01\|50.07\|250387;2026-06-29\|49.00\|-4.87\|51.76\|54.66\|46.91\|225006;2026-06-30\|53.50\|9.18\|48.10\|54.25\|48.02\|170936;2026-07-01\|53.19\|-0.58\|53.00\|55.00\|51.50\|146320;2026-07-02\|49.02\|-7.84\|49.99\|53.83\|48.60\|134686;2026-07-03\|47.20\|-3.71\|48.28\|50.59\|47.00\|119424;2026-07-06\|44.67\|-5.36\|47.20\|48.53\|43.33\|128432;2026-07-07\|43.65\|-2.28\|44.56\|45.00\|42.23\|79477;2026-07-08\|42.82\|-1.90\|44.00\|45.30\|41.16\|98442;2026-07-09\|44.90\|4.86\|43.82\|44.97\|42.10\|90684;2026-07-10\|41.37\|-7.86\|45.00\|45.71\|41.00\|128925;2026-07-13\|43.08\|4.13\|40.90\|45.88\|40.80\|168884;2026-07-14\|45.76\|6.22\|43.62\|47.95\|43.23\|183317;2026-07-15\|43.32\|-5.33\|46.68\|47.68\|41.68\|121870;2026-07-16\|39.00\|-9.97\|42.69\|43.80\|38.76\|100479;2026-07-17\|33.64\|-13.74\|39.00\|39.99\|33.40\|142427;2026-07-20\|29.00\|-13.79\|34.60\|35.65\|28.00\|176018;2026-07-21\|31.33\|8.03\|29.73\|31.33\|25.00\|163648;2026-07-22\|32.52\|3.80\|31.00\|34.50\|30.71\|136239;2026-07-23\|31.50\|-3.14\|32.78\|33.50\|31.00\|97072;2026-07-24\|29.97\|-4.86\|30.22\|31.58\|29.76\|81872;2026-07-27\|30.70\|2.44\|29.80\|30.84\|29.04\|66797;2026-07-28\|28.07\|-8.57\|29.90\|30.80\|27.90\|81694;2026-07-29\|27.91\|-0.57\|27.83\|29.75\|26.28\|106518;2026-07-30\|24.17\|-13.40\|27.60\|28.38\|24.06\|171835;2026-07-31\|27.54\|13.94\|26.54\|28.66\|26.00\|146784;2026-08-03\|25.56\|-7.19\|27.71\|27.74\|25.34\|104414;2026-08-04\|27.72\|8.45\|26.01\|28.07\|25.68\|102093;2026-08-05\|29.77\|7.40\|27.70\|30.35\|27.48\|112250;2026-08-06\|30.83\|3.56\|29.18\|31.49\|28.88\|97899;2026-08-07\|32.12\|4.18\|31.30\|32.39\|30.19\|100996;2026-08-10\|32.12\|0.00\|32.80\|33.03\|31.02\|78335;2026-08-11\|32.53\|1.28\|31.50\|33.50\|31.21\|78339;2026-08-12\|32.78\|0.77\|32.33\|33.05\|32.00\|56087;2026-08-13\|32.64\|-0.43\|33.00\|34.88\|32.60\|84870;2026-08-14\|33.66\|3.12\|33.00\|34.36\|32.83\|71515;2026-08-17\|36.45\|8.29\|33.43\|36.56\|33.43\|97967;2026-08-18\|35.25\|-3.29\|36.29\|37.98\|34.45\|121883;2026-08-19\|32.26\|-8.48\|34.02\|35.50\|31.74\|106598;2026-08-20\|33.31\|3.25\|33.00\|35.47\|32.02\|118452;2026-08-21\|33.62\|0.93\|33.13\|34.22\|32.32\|81301;2026-08-24\|32.68\|-2.80\|34.37\|34.90\|31.77\|146433;2026-08-25\|33.33\|1.99\|32.06\|33.75\|31.45\|113967;2026-08-26\|32.26\|-3.21\|33.53\|33.71\|31.69\|82713;2026-08-27\|34.51\|6.97\|32.35\|34.66\|31.70\|141446;2026-08-28\|35.18\|1.94\|34.49\|36.90\|34.00\|165941;2026-08-31\|36.97\|5.09\|34.00\|37.50\|34.00\|149668;2026-09-01\|35.70\|-3.44\|36.92\|37.44\|35.57\|88340;2026-09-02\|36.69\|2.77\|35.01\|37.39\|34.64\|103492;2026-09-03\|37.75\|2.89\|37.38\|38.20\|36.00\|103803;2026-09-04\|35.48\|-6.01\|38.68\|38.71\|34.97\|113290;2026-09-07\|38.07\|7.30\|36.00\|38.30\|35.98\|127747;2026-09-08\|36.62\|-3.81\|39.00\|39.20\|36.50\|96174;2026-09-09\|36.26\|-0.98\|37.23\|38.25\|36.02\|80510;2026-09-10\|35.95\|-0.85\|35.82\|36.55\|34.94\|83939;2026-09-11\|35.37\|-1.61\|35.20\|36.03\|33.15\|97956;2026-09-14\|40.05\|13.23\|35.00\|40.82\|34.21\|21841922
116962	消息称台积电先进制程代工将全线涨价	页岩气收购+氦气+天然气+贵州国资行业原因：据CCTV国际时讯，当地时间6月8日，美国总统特朗普在参加一场为南卡罗来纳州联邦参议员格雷厄姆举行的电话助选活动时表示，美国将在未来两周内对伊朗取得“全面胜利”，届时油价将大幅下跌。美伊双方目前仍在进行谈判。公司原因： 1、据2026年5月30日公告，公司拟发行股份购买贵州页岩气勘探开发有限责任公司100%股权，目前审计、评估及尽职调查等工作正在有序推进中；据近日贵州媒体报道，标的公司实现高纯气体生产领域零的突破，高纯氦气日均产出超200立方米。 2、据2025年8月29日披露的2025年半年度报告，公司是贵州省供气规模最大、管网覆盖最广的城市燃气专业运营商，具备多气源供应优势，正推动向氢能等新能源领域延伸。 3、据2026年2月25日公告及公司信息，公司控股股东为贵州乌江能源投资有限公司，实际控制人为贵州省人民政府国有资产监督管理委员会。	公司拟发行股份购买贵州页岩气勘探开发有限责任公司100%股权，标的公司实现高纯气体生产领域零的突破，高纯氦气日均产出超200立方米	2026-05-11\|6.42\|0.00\|6.42\|6.44\|6.39\|101276;2026-05-12\|6.34\|-1.25\|6.41\|6.46\|6.32\|89190;2026-05-13\|6.97\|9.94\|6.35\|6.97\|6.34\|600042;2026-05-14\|7.67\|10.04\|7.03\|7.67\|6.93\|960505;2026-05-15\|8.01\|4.43\|7.80\|8.30\|7.35\|1469611;2026-05-18\|8.81\|9.99\|7.62\|8.81\|7.62\|924622;2026-05-19\|9.69\|9.99\|9.40\|9.69\|9.30\|582541;2026-05-20\|9.83\|1.44\|10.29\|10.66\|9.80\|2209158;2026-05-21\|9.99\|1.63\|9.29\|10.15\|9.06\|1623165;2026-05-22\|10.42\|4.30\|9.65\|10.64\|9.60\|1322899;2026-05-25\|9.90\|-4.99\|10.08\|10.35\|9.77\|833324;2026-05-26\|10.03\|1.31\|9.90\|10.48\|9.71\|817942;2026-05-27\|9.65\|-3.79\|9.86\|10.42\|9.56\|638325;2026-05-28\|9.54\|-1.14\|9.56\|9.75\|9.18\|509107;2026-05-29\|9.35\|-1.99\|9.53\|9.62\|9.10\|444383;2026-06-01\|9.82\|5.03\|9.38\|10.28\|9.24\|627302;2026-06-02\|9.63\|-1.93\|9.72\|9.94\|9.33\|493371;2026-06-03\|9.26\|-3.84\|9.54\|9.63\|9.21\|396604;2026-06-04\|8.79\|-5.08\|9.17\|9.19\|8.70\|485284;2026-06-05\|8.66\|-1.48\|8.65\|8.91\|8.33\|448816;2026-06-08\|8.31\|-4.04\|8.41\|8.63\|8.06\|493749;2026-06-09\|9.14\|9.99\|8.23\|9.14\|8.00\|361110;2026-06-10\|9.31\|1.86\|9.07\|9.52\|8.81\|661254;2026-06-11\|9.18\|-1.40\|9.30\|9.56\|9.02\|453095;2026-06-12\|8.78\|-4.36\|9.06\|9.50\|8.78\|391754;2026-06-15\|8.72\|-0.57\|8.66\|8.96\|8.60\|392624;2026-06-16\|8.30\|-4.82\|8.71\|8.85\|8.28\|403484;2026-06-17\|8.04\|-3.13\|8.27\|8.41\|7.98\|487720;2026-06-18\|7.89\|-1.87\|8.03\|8.05\|7.75\|311489;2026-06-22\|7.63\|-3.30\|7.88\|7.89\|7.38\|325406;2026-06-23\|7.83\|2.62\|7.79\|8.08\|7.48\|341616;2026-06-24\|7.26\|-7.28\|7.73\|7.79\|7.21\|345381;2026-06-25\|7.99\|10.06\|7.25\|7.99\|7.03\|442926;2026-06-26\|7.26\|-9.14\|8.14\|8.14\|7.19\|813587;2026-06-29\|6.80\|-6.34\|7.26\|7.30\|6.77\|450956;2026-06-30\|6.64\|-2.35\|6.86\|6.93\|6.50\|381640;2026-07-01\|6.90\|3.92\|6.64\|7.30\|6.57\|509717;2026-07-02\|6.89\|-0.14\|6.88\|7.26\|6.80\|437362;2026-07-03\|6.80\|-1.31\|6.93\|6.99\|6.75\|265241;2026-07-06\|6.68\|-1.76\|6.75\|7.00\|6.62\|247651;2026-07-07\|6.36\|-4.79\|6.62\|6.70\|6.33\|240685;2026-07-08\|6.25\|-1.73\|6.58\|6.58\|6.20\|261943;2026-07-09\|6.18\|-1.12\|6.25\|6.32\|6.12\|202801;2026-07-10\|6.19\|0.16\|6.18\|6.26\|6.07\|225443;2026-07-13\|5.98\|-3.39\|6.26\|6.36\|5.95\|416174;2026-07-14\|6.03\|0.84\|5.92\|6.04\|5.80\|271941;2026-07-15\|6.08\|0.83\|6.00\|6.12\|5.95\|269276;2026-07-16\|6.00\|-1.32\|6.08\|6.10\|5.98\|254777;2026-07-17\|5.87\|-2.17\|6.00\|6.16\|5.83\|534886;2026-07-20\|5.90\|0.51\|5.88\|6.01\|5.79\|385426;2026-07-21\|5.76\|-2.37\|5.89\|5.89\|5.52\|421032;2026-07-22\|5.78\|0.35\|5.70\|5.83\|5.68\|247259;2026-07-23\|6.13\|6.06\|5.75\|6.15\|5.70\|436068;2026-07-24\|5.92\|-3.43\|6.10\|6.19\|5.89\|317407;2026-07-27\|5.97\|0.84\|5.80\|5.98\|5.78\|282194;2026-07-28\|5.99\|0.34\|5.96\|6.08\|5.90\|230826;2026-07-29\|6.08\|1.50\|5.99\|6.13\|5.95\|275380;2026-07-30\|6.06\|-0.33\|6.08\|6.19\|6.00\|287311;2026-07-31\|6.17\|1.82\|6.07\|6.19\|6.02\|268827;2026-08-03\|6.34\|2.76\|6.17\|6.35\|6.17\|243692;2026-08-04\|6.41\|1.10\|6.36\|6.47\|6.34\|225168;2026-08-05\|6.35\|-0.94\|6.41\|6.44\|6.31\|276758;2026-08-06\|6.36\|0.16\|6.31\|6.38\|6.24\|193591;2026-08-07\|6.31\|-0.79\|6.36\|6.37\|6.24\|169310;2026-08-10\|6.45\|2.22\|6.32\|6.45\|6.28\|205063;2026-08-11\|6.42\|-0.47\|6.46\|6.47\|6.35\|141940;2026-08-12\|6.46\|0.62\|6.39\|6.47\|6.35\|129801;2026-08-13\|6.43\|-0.46\|6.45\|6.63\|6.35\|286763;2026-08-14\|6.29\|-2.18\|6.40\|6.43\|6.24\|221464;2026-08-17\|6.31\|0.32\|6.25\|6.31\|6.18\|162910;2026-08-18\|6.42\|1.74\|6.29\|6.74\|6.29\|565744;2026-08-19\|6.12\|-4.67\|6.36\|6.44\|6.07\|422751;2026-08-20\|6.16\|0.65\|6.11\|6.23\|6.10\|189462;2026-08-21\|6.11\|-0.81\|6.27\|6.45\|6.10\|486263;2026-08-24\|6.06\|-0.82\|6.11\|6.14\|5.97\|280051;2026-08-25\|6.23\|2.81\|6.05\|6.28\|6.02\|303157;2026-08-26\|6.35\|1.93\|6.19\|6.47\|6.19\|271710;2026-08-27\|6.21\|-2.20\|6.22\|6.25\|6.05\|359179;2026-08-28\|6.36\|2.42\|6.18\|6.40\|6.18\|324244;2026-08-31\|6.40\|0.63\|6.38\|6.47\|6.30\|253958;2026-09-01\|6.43\|0.47\|6.63\|6.90\|6.39\|869149;2026-09-02\|7.07\|9.95\|6.71\|7.07\|6.50\|752417;2026-09-03\|6.74\|-4.67\|7.00\|7.24\|6.73\|1175323;2026-09-04\|6.75\|0.15\|6.74\|6.95\|6.63\|809340;2026-09-07\|6.59\|-2.37\|6.76\|6.80\|6.56\|569292;2026-09-08\|7.25\|10.02\|6.57\|7.25\|6.54\|604076;2026-09-09\|7.45\|2.76\|7.52\|7.68\|7.35\|1470563;2026-09-10\|7.58\|1.75\|7.48\|8.15\|7.48\|1454148;2026-09-11\|7.14\|-5.80\|7.73\|7.87\|7.09\|1146691;2026-09-14\|6.93\|-2.94\|7.22\|7.36\|6.85\|749144
116961	消息称台积电先进制程代工将全线涨价	半导体设备+先进封装+股东增资行业原因：美光科技6月24日发布超预期财报及强劲季度指引，强化扩产带来的上游设备需求逻辑。美光科技高管强调，AI催生的结构性需求将持续放大存储供需失衡，行业紧缺格局至少延续至2027年之后。公司原因： 1、据2026年4月30日年报，公司是国内高纯工艺系统及湿法设备主要供应商，其半导体湿法设备聚焦晶圆制造前道工艺，可覆盖逻辑电路、高密度存储等多个领域，已实现28纳米节点全工艺覆盖并在更先进制程取得突破。 2、据2026年4月14日机构调研，公司在先进封装领域看到明确增量机会，将逐步拓展该市场。 3、据2026年6月24日公告，公司控股股东蒋渊拟对控股子公司至微半导体增资不超过2亿元，以增强其资金实力。	公司成为国内领先的核心工艺设备及系统专业供应商，与深圳新凯来多年保持合作	2026-05-11\|26.50\|3.80\|25.99\|26.67\|25.80\|214318;2026-05-12\|26.87\|1.40\|26.51\|27.05\|26.00\|232111;2026-05-13\|27.52\|2.42\|26.35\|27.95\|26.20\|262661;2026-05-14\|28.63\|4.03\|27.52\|28.77\|26.82\|397920;2026-05-15\|28.57\|-0.21\|28.64\|30.44\|28.55\|582940;2026-05-18\|28.38\|-0.67\|28.16\|28.99\|27.37\|360630;2026-05-19\|29.04\|2.33\|28.05\|29.28\|27.55\|323978;2026-05-20\|31.05\|6.92\|29.10\|31.82\|29.05\|548262;2026-05-21\|30.18\|-2.80\|30.65\|31.77\|29.92\|487517;2026-05-22\|29.84\|-1.13\|29.89\|30.12\|28.88\|343162;2026-05-25\|30.90\|3.55\|29.73\|30.99\|28.91\|371304;2026-05-26\|29.37\|-4.95\|30.50\|30.50\|28.40\|310776;2026-05-27\|27.94\|-4.87\|29.20\|29.72\|27.81\|256115;2026-05-28\|27.69\|-0.89\|26.96\|28.36\|26.60\|294529;2026-05-29\|24.92\|-10.00\|27.53\|27.53\|24.92\|302679;2026-06-01\|24.53\|-1.56\|24.92\|25.54\|24.50\|180818;2026-06-02\|25.34\|3.30\|24.48\|26.63\|23.95\|289255;2026-06-03\|25.65\|1.22\|25.22\|26.65\|25.22\|197089;2026-06-04\|26.57\|3.59\|25.37\|27.06\|25.12\|223704;2026-06-05\|26.04\|-1.99\|26.21\|27.10\|25.33\|196338;2026-06-08\|25.96\|-0.31\|25.01\|26.79\|25.01\|184231;2026-06-09\|27.52\|6.01\|26.28\|27.58\|25.75\|252551;2026-06-10\|27.35\|-0.62\|26.95\|28.33\|26.92\|189284;2026-06-11\|28.46\|4.06\|27.20\|28.71\|27.06\|311366;2026-06-12\|26.68\|-6.25\|29.06\|29.20\|26.53\|403540;2026-06-15\|27.51\|3.11\|27.35\|27.59\|26.30\|233933;2026-06-16\|28.70\|4.33\|27.79\|29.50\|27.66\|340327;2026-06-17\|28.93\|0.80\|28.25\|29.08\|28.15\|269740;2026-06-18\|29.32\|1.35\|28.66\|30.37\|28.50\|398410;2026-06-22\|30.83\|5.15\|29.72\|31.22\|29.51\|440819;2026-06-23\|31.34\|1.65\|30.43\|32.42\|30.16\|446989;2026-06-24\|31.43\|0.29\|31.20\|31.86\|30.39\|365134;2026-06-25\|34.57\|9.99\|31.78\|34.57\|30.75\|620694;2026-06-26\|35.49\|2.66\|34.00\|36.18\|33.80\|815471;2026-06-29\|35.39\|-0.28\|36.00\|37.22\|33.61\|725290;2026-06-30\|35.40\|0.03\|34.50\|37.00\|34.41\|562394;2026-07-01\|36.70\|3.67\|35.38\|38.21\|34.88\|650303;2026-07-02\|35.44\|-3.43\|34.16\|37.55\|33.03\|580798;2026-07-03\|32.68\|-7.79\|35.44\|35.67\|32.51\|473843;2026-07-06\|33.18\|1.53\|33.29\|34.33\|31.18\|410629;2026-07-07\|33.90\|2.17\|32.64\|35.40\|32.31\|368438;2026-07-08\|32.31\|-4.69\|33.90\|34.23\|31.00\|289533;2026-07-09\|33.62\|4.05\|33.00\|33.97\|32.00\|323693;2026-07-10\|33.32\|-0.89\|34.00\|36.98\|33.30\|632084;2026-07-13\|31.00\|-6.96\|29.99\|33.95\|29.99\|573796;2026-07-14\|29.80\|-3.87\|30.45\|31.43\|28.84\|394570;2026-07-15\|28.08\|-5.77\|30.49\|30.80\|27.71\|308329;2026-07-16\|26.69\|-4.95\|27.20\|28.76\|26.45\|299359;2026-07-17\|24.02\|-10.00\|26.33\|26.70\|24.02\|306737;2026-07-20\|21.62\|-9.99\|23.96\|24.10\|21.62\|313188;2026-07-21\|22.21\|2.73\|21.03\|22.27\|19.46\|577739;2026-07-22\|21.26\|-4.28\|21.44\|22.60\|21.08\|387357;2026-07-23\|20.56\|-3.29\|21.23\|21.66\|20.38\|226654;2026-07-24\|22.62\|10.02\|20.30\|22.62\|20.13\|190751;2026-07-27\|24.88\|9.99\|23.76\|24.88\|23.50\|356503;2026-07-28\|26.00\|4.50\|27.37\|27.37\|25.71\|926853;2026-07-29\|24.77\|-4.73\|25.10\|25.71\|23.40\|847606;2026-07-30\|22.29\|-10.01\|23.66\|23.97\|22.29\|492269;2026-07-31\|21.70\|-2.65\|23.28\|23.40\|21.70\|767698;2026-08-03\|21.20\|-2.30\|21.00\|21.87\|20.77\|416821;2026-08-04\|21.84\|3.02\|21.41\|22.17\|20.92\|482406;2026-08-05\|23.16\|6.04\|21.50\|23.47\|21.50\|616918;2026-08-06\|23.59\|1.86\|22.57\|23.84\|22.50\|501567;2026-08-07\|23.79\|0.85\|23.42\|24.02\|23.00\|438211;2026-08-10\|25.08\|5.42\|24.18\|25.41\|24.05\|463541;2026-08-11\|24.82\|-1.04\|24.73\|25.50\|24.50\|347594;2026-08-12\|27.30\|9.99\|25.03\|27.30\|24.96\|251739;2026-08-13\|26.30\|-3.66\|28.03\|28.58\|26.20\|559333;2026-08-14\|26.05\|-0.95\|27.00\|27.28\|25.61\|349911;2026-08-17\|27.14\|4.18\|26.08\|27.61\|25.66\|507083;2026-08-18\|27.66\|1.92\|26.95\|28.27\|26.95\|466183;2026-08-19\|25.98\|-6.07\|26.52\|27.59\|25.89\|355109;2026-08-20\|25.36\|-2.39\|26.33\|26.36\|25.14\|237222;2026-08-21\|25.41\|0.20\|25.18\|25.86\|24.80\|169473;2026-08-24\|25.50\|0.35\|25.40\|25.80\|24.92\|223403;2026-08-25\|25.69\|0.75\|24.68\|26.00\|24.11\|286099;2026-08-26\|24.72\|-3.78\|25.82\|25.89\|24.52\|204623;2026-08-27\|25.63\|3.68\|24.84\|26.19\|24.43\|258996;2026-08-28\|25.02\|-2.38\|25.55\|26.22\|24.99\|234029;2026-08-31\|25.01\|-0.04\|24.54\|25.08\|24.33\|149515;2026-09-01\|24.10\|-3.64\|25.10\|25.10\|24.00\|164417;2026-09-02\|24.26\|0.66\|23.77\|24.55\|23.50\|160745;2026-09-03\|24.63\|1.53\|24.45\|25.02\|23.98\|188216;2026-09-04\|23.29\|-5.44\|24.98\|25.15\|23.07\|241878;2026-09-07\|24.17\|3.78\|23.70\|24.48\|23.33\|212643;2026-09-08\|23.80\|-1.53\|24.08\|24.38\|23.67\|149664;2026-09-09\|23.41\|-1.64\|23.98\|24.22\|23.26\|126838;2026-09-10\|23.69\|1.20\|23.25\|24.08\|22.87\|154450;2026-09-11\|23.10\|-2.49\|23.36\|23.50\|22.44\|159014;2026-09-14\|23.27\|0.74\|22.80\|23.49\|22.41\|122313
116960	消息称台积电先进制程代工将全线涨价	光刻胶树脂+钙钛矿电池+化工新材料+股权激励 1、据2026年4月28日年报，公司钙钛矿太阳能电池开发取得进展，300*300mm尺寸刚性组件效率超过20.43%，柔性组件效率超过16%并已送样TUV进行IEC63163认证；据2025年8月26日半年报，公司光刻胶树脂产品已完成中试和应用验证，并储备了LCD光刻胶等专利技术。 2、据2026年4月28日年报，公司主营化工新材料，产品包括改性塑料粒子、无卤阻燃剂等，阻燃聚丙烯为国家级制造业单项冠军，五氧化二磷产能居国内前列。 3、据2026年6月9日公告，公司发布2026年股票期权激励计划草案，拟向11名核心人员授予不超过900万份股票期权，行权价44.22元/份，设定2026年、2027年净利润考核目标分别不低于1.5亿元、3亿元。	1、公司光刻胶树脂产品已完成中试和应用验证，并储备了LCD光刻胶等专利技术； 2、子公司龙华化工五氧化二磷产能居全国前列，高纯多聚磷酸已获天赐材料认可，用于六氟磷酸锂	2026-05-11\|36.38\|1.11\|35.96\|37.07\|35.40\|45605;2026-05-12\|36.45\|0.19\|36.03\|36.88\|35.26\|45151;2026-05-13\|36.01\|-1.21\|36.48\|36.48\|35.32\|40905;2026-05-14\|35.29\|-2.00\|35.97\|36.61\|34.92\|35183;2026-05-15\|35.63\|0.96\|35.29\|36.13\|34.36\|53729;2026-05-18\|34.56\|-3.00\|35.00\|36.00\|34.50\|48984;2026-05-19\|35.74\|3.41\|34.00\|36.28\|34.00\|46828;2026-05-20\|35.83\|0.25\|35.67\|36.26\|34.99\|23403;2026-05-21\|35.11\|-2.01\|35.83\|37.50\|34.59\|55798;2026-05-22\|36.91\|5.13\|35.15\|38.29\|34.78\|56610;2026-05-25\|38.78\|5.07\|40.11\|40.11\|36.50\|65964;2026-05-26\|41.50\|7.01\|38.89\|46.50\|38.01\|70612;2026-05-27\|39.81\|-4.07\|41.22\|41.22\|38.68\|62067;2026-05-28\|40.02\|0.53\|40.61\|40.96\|38.66\|45850;2026-05-29\|40.30\|0.70\|40.10\|41.21\|39.32\|45116;2026-06-01\|40.30\|0.00\|40.32\|42.55\|40.00\|47039;2026-06-02\|40.75\|1.12\|40.00\|40.97\|39.03\|34513;2026-06-03\|42.88\|5.23\|40.80\|43.97\|40.12\|45738;2026-06-04\|44.27\|3.24\|42.25\|44.88\|41.88\|44715;2026-06-05\|44.50\|0.52\|43.50\|44.99\|42.50\|42790;2026-06-08\|43.38\|-2.52\|43.00\|45.53\|42.51\|56168;2026-06-09\|43.40\|0.05\|44.16\|44.51\|42.02\|30619;2026-06-10\|48.10\|10.83\|44.18\|49.00\|43.31\|87151;2026-06-11\|48.69\|1.23\|47.02\|50.33\|46.99\|62767;2026-06-12\|48.41\|-0.58\|48.33\|50.55\|46.54\|53474;2026-06-15\|49.44\|2.13\|48.50\|50.38\|48.03\|72881;2026-06-16\|56.92\|15.13\|49.00\|57.39\|49.00\|93997;2026-06-17\|62.46\|9.73\|58.06\|62.90\|56.55\|75206;2026-06-18\|65.77\|5.30\|64.13\|69.00\|62.46\|82084;2026-06-22\|67.33\|2.37\|65.78\|68.00\|63.50\|60545;2026-06-23\|69.79\|3.65\|66.88\|73.80\|66.05\|62843;2026-06-24\|73.94\|5.95\|68.78\|73.98\|66.66\|59065;2026-06-25\|88.73\|20.00\|73.43\|88.73\|72.04\|85833;2026-06-26\|94.00\|5.94\|92.48\|98.00\|91.50\|85903;2026-06-29\|97.97\|4.22\|98.70\|100.88\|90.50\|76014;2026-06-30\|107.00\|9.22\|100.00\|107.75\|94.01\|83191;2026-07-01\|112.00\|4.67\|105.10\|115.01\|103.05\|78244;2026-07-02\|105.28\|-6.00\|101.97\|112.00\|99.00\|73640;2026-07-03\|112.20\|6.57\|106.99\|118.50\|106.50\|66623;2026-07-06\|89.76\|-20.00\|113.22\|114.98\|89.76\|74281;2026-07-07\|87.00\|-3.07\|89.76\|93.76\|86.00\|45902;2026-07-08\|85.41\|-1.83\|88.74\|89.81\|72.00\|85230;2026-07-09\|92.00\|7.72\|83.00\|93.75\|82.66\|44771;2026-07-10\|86.89\|-5.55\|92.30\|94.99\|86.40\|31294;2026-07-13\|81.88\|-5.77\|88.00\|89.49\|80.04\|34510;2026-07-14\|88.38\|7.94\|83.16\|88.49\|76.02\|35302;2026-07-15\|84.60\|-4.28\|90.11\|90.98\|84.00\|26247;2026-07-16\|82.09\|-2.97\|84.40\|86.06\|81.20\|19329;2026-07-17\|80.01\|-2.53\|81.32\|85.03\|76.00\|35578;2026-07-20\|64.01\|-20.00\|84.00\|89.80\|64.01\|79375;2026-07-21\|65.02\|1.58\|62.80\|69.19\|51.21\|111496;2026-07-22\|72.00\|10.74\|65.02\|74.25\|65.02\|81863;2026-07-23\|70.25\|-2.43\|74.45\|74.90\|68.00\|54004;2026-07-24\|68.51\|-2.48\|69.00\|71.03\|66.18\|33574;2026-07-27\|69.60\|1.59\|68.51\|70.97\|66.65\|35430;2026-07-28\|62.70\|-9.91\|68.25\|69.69\|62.00\|38576;2026-07-29\|59.32\|-5.39\|62.70\|64.16\|53.10\|67505;2026-07-30\|56.20\|-5.26\|59.57\|62.09\|56.01\|43199;2026-07-31\|58.60\|4.27\|57.00\|62.88\|57.00\|39605;2026-08-03\|56.30\|-3.92\|58.23\|59.05\|54.82\|36616;2026-08-04\|57.18\|1.56\|56.42\|58.48\|55.57\|27534;2026-08-05\|59.53\|4.11\|57.01\|60.36\|55.18\|59337;2026-08-06\|63.36\|6.43\|59.40\|63.36\|58.71\|45884;2026-08-07\|69.50\|9.69\|63.40\|70.19\|63.40\|71648;2026-08-10\|70.64\|1.64\|69.60\|71.65\|65.50\|55170;2026-08-11\|66.86\|-5.35\|70.00\|71.33\|65.13\|45465;2026-08-12\|68.30\|2.15\|66.00\|69.29\|65.64\|41722;2026-08-13\|70.11\|2.65\|68.50\|73.00\|68.02\|65106;2026-08-14\|75.84\|8.17\|70.50\|76.22\|70.21\|55307;2026-08-17\|78.76\|3.85\|76.20\|78.76\|76.20\|46297;2026-08-18\|81.20\|3.10\|79.39\|81.88\|78.11\|46215;2026-08-19\|73.01\|-10.09\|79.80\|80.20\|72.50\|55033;2026-08-20\|76.71\|5.07\|74.74\|78.24\|74.74\|35222;2026-08-21\|79.49\|3.62\|77.39\|79.74\|73.50\|33656;2026-08-24\|75.70\|-4.77\|78.46\|78.46\|74.15\|35742;2026-08-25\|76.50\|1.06\|75.00\|77.55\|73.05\|31634;2026-08-26\|76.12\|-0.50\|76.81\|78.46\|74.00\|24360;2026-08-27\|75.96\|-0.21\|77.04\|77.50\|75.00\|27724;2026-08-28\|74.80\|-1.53\|75.98\|78.00\|74.80\|27130;2026-08-31\|75.90\|1.47\|74.00\|76.99\|72.02\|27520;2026-09-01\|76.03\|0.17\|75.78\|77.20\|74.35\|24101;2026-09-02\|73.66\|-3.12\|75.67\|77.68\|73.10\|33937;2026-09-03\|70.30\|-4.56\|74.00\|75.90\|68.50\|37248;2026-09-04\|69.98\|-0.46\|70.98\|73.70\|68.70\|24823;2026-09-07\|72.50\|3.60\|70.99\|72.51\|70.00\|21363;2026-09-08\|72.05\|-0.62\|72.54\|73.80\|70.90\|19130;2026-09-09\|72.29\|0.33\|72.59\|73.32\|71.13\|14033;2026-09-10\|71.04\|-1.73\|72.34\|75.38\|70.60\|30565;2026-09-11\|67.23\|-5.36\|70.21\|70.50\|64.00\|28814;2026-09-14\|67.55\|0.48\|67.19\|68.34\|65.12\|18747
116959	消息称台积电先进制程代工将全线涨价	参股宇树科技+半导体设备+温控设备行业原因：据证券时报6月3日报道，隔夜美股费城半导体指数暴涨近6%再创历史新高，迈威尔科技涨超30%，提振A股半导体板块情绪。公司原因： 1、据21世纪经济报道2026年6月1日报道，宇树科技科创板IPO过会；据2026年5月22日投资者关系管理信息，公司确认直接及间接参投项目覆盖人工智能等领域，已成功投出宇树科技等上市及拟上市企业。 2、据2026年5月22日投资者关系管理信息，公司将半导体领域作为战略核心方向，控股无锡暖芯半导体51%股权，其半导体温控设备产品已成功导入华润微电子、拓荆科技、中微公司等知名客户供应链。 3、据2026年5月22日投资者关系管理信息，公司自主设立苏州致源真空科技聚焦半导体分子泵研发生产，并控股上海寰鼎集成电路，布局RTP快速热处理设备及封测设备市场，打造第二增长曲线。	公司2025年12月完成对暖芯科技51%股权收购，切入半导体温控设备及配套零配件赛道，并合资设立苏州致源真空科技布局分子泵，形成“核心温控设备+配套零配件”一体化体系，产品已导入华润微电子、拓荆科技、广州芯粤能等头部客户	2026-05-11\|23.23\|1.49\|23.36\|23.60\|22.51\|225504;2026-05-12\|25.55\|9.99\|23.78\|25.55\|23.59\|312074;2026-05-13\|27.37\|7.12\|26.21\|27.85\|25.60\|343832;2026-05-14\|26.71\|-2.41\|27.73\|28.24\|26.16\|318482;2026-05-15\|26.78\|0.26\|27.25\|27.77\|26.10\|234726;2026-05-18\|25.93\|-3.17\|27.24\|27.85\|25.61\|247674;2026-05-19\|25.62\|-1.20\|25.41\|26.10\|24.82\|192568;2026-05-20\|28.18\|9.99\|25.37\|28.18\|25.37\|187102;2026-05-21\|26.02\|-7.67\|28.40\|28.57\|25.85\|286823;2026-05-22\|26.48\|1.77\|26.67\|26.83\|25.71\|195324;2026-05-25\|26.41\|-0.26\|26.47\|26.75\|25.43\|197770;2026-05-26\|25.27\|-4.32\|26.29\|27.69\|24.40\|269383;2026-05-27\|24.12\|-4.55\|25.30\|25.48\|24.06\|207742;2026-05-28\|25.33\|5.02\|24.10\|25.40\|23.66\|183027;2026-05-29\|24.85\|-1.90\|25.47\|26.20\|24.57\|166808;2026-06-01\|24.77\|-0.32\|24.49\|26.11\|24.49\|141250;2026-06-02\|25.14\|1.49\|24.67\|25.25\|23.75\|167070;2026-06-03\|27.65\|9.98\|25.36\|27.65\|25.27\|122851;2026-06-04\|30.42\|10.02\|27.37\|30.42\|26.00\|536739;2026-06-05\|27.82\|-8.55\|29.74\|29.99\|27.57\|410478;2026-06-08\|26.58\|-4.46\|26.10\|27.34\|25.08\|257668;2026-06-09\|27.40\|3.08\|27.35\|27.85\|26.50\|181033;2026-06-10\|27.15\|-0.91\|27.00\|27.60\|25.98\|197067;2026-06-11\|26.10\|-3.87\|27.03\|27.75\|25.90\|132861;2026-06-12\|25.14\|-3.68\|26.79\|27.50\|25.11\|194552;2026-06-15\|26.11\|3.86\|25.50\|26.43\|25.00\|191172;2026-06-16\|27.34\|4.71\|26.20\|27.50\|25.86\|145363;2026-06-17\|29.50\|7.90\|27.00\|29.50\|26.57\|222020;2026-06-18\|28.85\|-2.20\|29.49\|29.80\|28.35\|183233;2026-06-22\|28.30\|-1.91\|28.67\|30.17\|27.43\|154209;2026-06-23\|27.46\|-2.97\|28.10\|28.58\|27.09\|141008;2026-06-24\|27.58\|0.44\|27.13\|27.92\|26.20\|140505;2026-06-25\|30.34\|10.01\|27.86\|30.34\|27.85\|233072;2026-06-26\|32.47\|7.02\|31.66\|33.37\|31.27\|423695;2026-06-29\|31.40\|-3.30\|32.25\|32.47\|29.61\|316763;2026-06-30\|32.20\|2.55\|31.46\|32.95\|30.68\|255521;2026-07-01\|33.80\|4.97\|32.54\|34.99\|32.00\|265692;2026-07-02\|30.96\|-8.40\|32.00\|34.49\|30.88\|293769;2026-07-03\|29.60\|-4.39\|30.92\|31.30\|29.51\|226931;2026-07-06\|29.75\|0.51\|29.62\|32.20\|28.80\|236437;2026-07-07\|28.79\|-3.23\|29.78\|30.49\|28.20\|157657;2026-07-08\|27.18\|-5.59\|28.98\|30.00\|26.67\|174912;2026-07-09\|26.51\|-2.46\|27.85\|27.98\|25.40\|211696;2026-07-10\|27.17\|2.49\|26.96\|29.00\|26.08\|200215;2026-07-13\|24.45\|-10.01\|26.89\|27.41\|24.45\|147639;2026-07-14\|25.69\|5.07\|24.00\|26.13\|24.00\|180835;2026-07-15\|26.45\|2.96\|26.50\|27.26\|25.69\|143091;2026-07-16\|25.00\|-5.48\|26.47\|26.50\|24.75\|114428;2026-07-17\|23.00\|-8.00\|24.80\|24.86\|22.50\|172600;2026-07-20\|20.77\|-9.70\|23.55\|23.98\|20.70\|175862;2026-07-21\|21.56\|3.80\|20.60\|21.58\|18.69\|269433;2026-07-22\|20.65\|-4.22\|21.20\|21.80\|20.30\|160544;2026-07-23\|20.57\|-0.39\|20.79\|21.30\|20.00\|145205;2026-07-24\|21.24\|3.26\|20.23\|21.75\|19.86\|158258;2026-07-27\|21.77\|2.50\|20.94\|21.87\|20.88\|151193;2026-07-28\|20.26\|-6.94\|21.63\|21.93\|20.00\|151143;2026-07-29\|19.25\|-4.99\|20.11\|20.36\|18.25\|220693;2026-07-30\|17.94\|-6.81\|19.01\|19.38\|17.33\|212696;2026-07-31\|19.47\|8.53\|19.38\|19.73\|19.30\|288709;2026-08-03\|18.15\|-6.78\|19.91\|20.35\|18.01\|275722;2026-08-04\|19.68\|8.43\|18.46\|19.97\|18.01\|232647;2026-08-05\|20.83\|5.84\|19.56\|21.26\|19.40\|206804;2026-08-06\|21.24\|1.97\|20.68\|21.33\|20.16\|175516;2026-08-07\|21.69\|2.12\|21.78\|21.99\|21.04\|165813;2026-08-10\|21.34\|-1.61\|21.71\|22.16\|21.07\|122557;2026-08-11\|21.36\|0.09\|21.17\|21.69\|20.50\|126473;2026-08-12\|22.25\|4.17\|21.36\|22.35\|21.00\|117214;2026-08-13\|21.39\|-3.87\|22.25\|22.68\|21.35\|127516;2026-08-14\|21.45\|0.28\|21.50\|21.76\|20.96\|100364;2026-08-17\|23.60\|10.02\|21.70\|23.60\|21.40\|157533;2026-08-18\|22.93\|-2.84\|23.60\|23.90\|22.59\|183525;2026-08-19\|20.89\|-8.90\|22.43\|22.45\|20.79\|157060;2026-08-20\|21.40\|2.44\|21.30\|22.14\|20.88\|136733;2026-08-21\|21.95\|2.57\|21.27\|23.11\|21.00\|176069;2026-08-24\|20.86\|-4.97\|21.90\|22.07\|20.31\|137332;2026-08-25\|21.31\|2.16\|20.50\|21.65\|20.07\|109239;2026-08-26\|21.15\|-0.75\|21.26\|21.55\|20.62\|91458;2026-08-27\|21.84\|3.26\|21.15\|22.12\|21.06\|94021;2026-08-28\|21.47\|-1.69\|21.93\|22.25\|21.44\|85053;2026-08-31\|22.70\|5.73\|21.20\|22.98\|21.01\|122507;2026-09-01\|22.32\|-1.67\|22.54\|22.65\|21.66\|149664;2026-09-02\|22.18\|-0.63\|22.07\|22.56\|21.73\|91780;2026-09-03\|24.40\|10.01\|22.44\|24.40\|22.43\|238932;2026-09-04\|23.43\|-3.98\|25.00\|25.38\|23.19\|334161;2026-09-07\|23.68\|1.07\|23.33\|23.88\|22.86\|248249;2026-09-08\|24.23\|2.32\|23.56\|24.60\|22.67\|272261;2026-09-09\|24.73\|2.06\|24.52\|25.18\|24.07\|284572;2026-09-10\|24.01\|-2.91\|24.41\|24.65\|23.93\|149513;2026-09-11\|23.37\|-2.67\|23.57\|23.89\|22.66\|151938;2026-09-14\|23.01\|-1.54\|23.15\|23.48\|22.51\|116185
116958	消息称台积电先进制程代工将全线涨价	存储芯片+半导体分销+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据子公司博思达官网及公司2025年报，公司半导体分销业务包含存储器等产品，提供存储芯片解决方案。 2、据公司2025年年报，公司主营半导体分销业务，运营主体为博思达，代理产品包括射频前端、存储器、SOC等，应用于手机、消费电子、物联网、汽车电子等领域，客户涵盖小米、OPPO、比亚迪等。 3、据公司2026年4月28日公告的2026年一季报，公司一季度实现营收9.73亿元，同比增长70.43%；归母净利润767.79万元，同比增长19.45%。	子公司博思达与英诺赛科存在氮化镓芯片方案沟通	2026-05-11\|17.08\|1.67\|17.03\|17.39\|16.97\|99185;2026-05-12\|16.66\|-2.46\|17.17\|17.19\|16.53\|67356;2026-05-13\|16.88\|1.32\|16.51\|16.97\|16.45\|67661;2026-05-14\|16.61\|-1.60\|16.62\|17.30\|16.26\|132629;2026-05-15\|16.33\|-1.69\|16.65\|16.99\|16.19\|81651;2026-05-18\|16.53\|1.22\|16.43\|16.78\|16.31\|71741;2026-05-19\|16.32\|-1.27\|16.48\|16.48\|15.87\|69265;2026-05-20\|16.44\|0.74\|16.22\|16.64\|16.10\|67559;2026-05-21\|15.48\|-5.84\|16.73\|17.09\|15.43\|104661;2026-05-22\|16.05\|3.68\|15.46\|16.21\|15.42\|79337;2026-05-25\|16.02\|-0.19\|16.12\|16.33\|15.62\|82597;2026-05-26\|15.43\|-3.68\|16.02\|16.10\|15.14\|67753;2026-05-27\|14.96\|-3.05\|15.55\|15.65\|14.79\|78591;2026-05-28\|15.32\|2.41\|14.89\|15.45\|14.70\|67189;2026-05-29\|13.92\|-9.14\|15.26\|15.41\|13.86\|107047;2026-06-01\|13.96\|0.29\|13.79\|14.37\|13.66\|77889;2026-06-02\|13.71\|-1.79\|13.98\|14.00\|13.40\|67245;2026-06-03\|13.54\|-1.24\|13.70\|14.00\|13.38\|70063;2026-06-04\|13.58\|0.30\|13.42\|13.96\|13.23\|67798;2026-06-05\|13.66\|0.59\|13.44\|14.09\|13.11\|84804;2026-06-08\|12.81\|-6.22\|13.30\|13.43\|12.45\|110638;2026-06-09\|12.98\|1.33\|12.94\|13.09\|12.73\|67994;2026-06-10\|12.48\|-3.85\|12.78\|12.96\|12.31\|66683;2026-06-11\|12.24\|-1.92\|12.38\|12.53\|12.08\|56496;2026-06-12\|12.20\|-0.33\|12.50\|12.90\|12.13\|77275;2026-06-15\|12.58\|3.11\|12.25\|12.59\|12.24\|68176;2026-06-16\|13.13\|4.37\|12.60\|13.34\|12.42\|97411;2026-06-17\|13.00\|-0.99\|13.01\|13.12\|12.74\|73836;2026-06-18\|13.07\|0.54\|12.95\|13.64\|12.71\|115406;2026-06-22\|12.75\|-2.30\|13.18\|13.18\|12.26\|113601;2026-06-23\|12.72\|-0.24\|12.73\|13.25\|12.60\|88755;2026-06-24\|12.38\|-2.67\|12.57\|12.77\|12.22\|77592;2026-06-25\|14.86\|20.03\|12.78\|14.86\|12.70\|273316;2026-06-26\|15.40\|3.63\|15.08\|15.64\|14.55\|506558;2026-06-29\|14.39\|-6.56\|15.13\|15.49\|13.91\|317167;2026-06-30\|14.53\|0.97\|14.32\|14.67\|14.04\|244347;2026-07-01\|14.04\|-3.37\|14.40\|14.76\|13.98\|234443;2026-07-02\|13.51\|-3.77\|13.75\|14.09\|13.21\|175222;2026-07-03\|13.95\|3.26\|13.58\|14.37\|13.33\|185078;2026-07-06\|13.70\|-1.79\|14.28\|14.56\|13.64\|194329;2026-07-07\|13.26\|-3.21\|13.51\|13.88\|13.01\|135478;2026-07-08\|12.81\|-3.39\|13.07\|13.26\|12.50\|118400;2026-07-09\|13.10\|2.26\|12.86\|13.14\|12.27\|132070;2026-07-10\|12.76\|-2.60\|12.91\|13.46\|12.75\|129089;2026-07-13\|11.45\|-10.27\|12.56\|12.66\|11.33\|132116;2026-07-14\|11.59\|1.22\|11.37\|11.59\|10.91\|103339;2026-07-15\|11.16\|-3.71\|12.00\|12.27\|11.07\|126534;2026-07-16\|11.11\|-0.45\|10.71\|11.49\|10.66\|104710;2026-07-17\|10.30\|-7.29\|11.11\|11.20\|10.25\|97146;2026-07-20\|9.70\|-5.83\|10.45\|10.51\|9.53\|112441;2026-07-21\|10.12\|4.33\|9.74\|10.14\|8.90\|114136;2026-07-22\|9.88\|-2.37\|9.98\|10.15\|9.83\|68912;2026-07-23\|10.27\|3.95\|9.88\|10.31\|9.80\|77557;2026-07-24\|10.15\|-1.17\|10.20\|10.36\|9.96\|61281;2026-07-27\|10.38\|2.27\|10.07\|10.38\|10.00\|58882;2026-07-28\|10.26\|-1.16\|10.21\|10.48\|10.15\|61757;2026-07-29\|10.43\|1.66\|10.26\|10.45\|10.08\|62363;2026-07-30\|10.14\|-2.78\|10.45\|10.53\|10.01\|65994;2026-07-31\|10.59\|4.44\|10.58\|10.78\|10.51\|88179;2026-08-03\|10.98\|3.68\|10.52\|10.98\|10.51\|73883;2026-08-04\|11.20\|2.00\|11.03\|11.24\|10.92\|57620;2026-08-05\|11.32\|1.07\|11.25\|11.40\|11.16\|60835;2026-08-06\|11.43\|0.97\|11.24\|11.45\|11.16\|53487;2026-08-07\|11.54\|0.96\|11.49\|11.55\|11.14\|54662;2026-08-10\|11.64\|0.87\|11.55\|11.68\|11.29\|45795;2026-08-11\|11.56\|-0.69\|11.64\|11.68\|11.45\|34290;2026-08-12\|11.69\|1.12\|11.56\|11.71\|11.56\|32424;2026-08-13\|11.35\|-2.91\|11.81\|11.83\|11.35\|45876;2026-08-14\|11.56\|1.85\|11.40\|11.83\|11.37\|46520;2026-08-17\|12.37\|7.01\|11.50\|12.43\|11.43\|99989;2026-08-18\|12.15\|-1.78\|12.29\|12.56\|12.01\|73335;2026-08-19\|11.50\|-5.35\|11.94\|12.13\|11.43\|66965;2026-08-20\|11.61\|0.96\|11.70\|11.88\|11.47\|47844;2026-08-21\|11.77\|1.38\|11.55\|11.84\|11.33\|39430;2026-08-24\|11.63\|-1.19\|11.79\|11.79\|11.45\|44771;2026-08-25\|11.53\|-0.86\|11.11\|11.64\|10.95\|77639;2026-08-26\|11.35\|-1.56\|11.60\|11.65\|11.24\|46702;2026-08-27\|11.56\|1.85\|11.42\|11.69\|11.35\|45352;2026-08-28\|11.50\|-0.52\|11.55\|11.78\|11.45\|45194;2026-08-31\|12.13\|5.48\|11.36\|12.28\|11.33\|108970;2026-09-01\|11.98\|-1.24\|12.14\|12.21\|11.94\|51024;2026-09-02\|11.96\|-0.17\|12.00\|12.29\|11.88\|45540;2026-09-03\|11.89\|-0.59\|12.02\|12.13\|11.81\|39756;2026-09-04\|11.70\|-1.60\|12.05\|12.07\|11.59\|41819;2026-09-07\|12.49\|6.75\|11.76\|12.60\|11.68\|124396;2026-09-08\|12.79\|2.48\|12.42\|13.14\|12.05\|148761;2026-09-09\|12.61\|-1.41\|12.68\|12.99\|12.52\|108339;2026-09-10\|12.56\|-0.40\|12.60\|12.90\|12.43\|75382;2026-09-11\|12.30\|-2.07\|12.41\|12.48\|11.91\|68991;2026-09-14\|12.11\|-1.54\|12.16\|12.30\|11.91\|40945
116957	消息称台积电先进制程代工将全线涨价	半导体工程+并购重组+浓缩苹果汁+央企行业原因： 1、6月12日早间，日韩股市开盘大涨，韩国KOSPI指数暴涨超8%，三星电子暴涨超12%，SK海力士一度大涨超9%。隔夜美股芯片股集体飙升，费城半导体指数创超一年来最大涨幅。 2、据央视新闻报道，特朗普称鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年5月13日公告，公司拟发行股份收购中国电子工程设计院100%股权已回复交易所问询，标的公司承担了国内首个12英寸3D闪存芯片生产线等多个半导体项目的设计与总包，服务中芯国际、长鑫存储等头部客户，在半导体产线领域占据重要地位。 2、据2026年6月5日及6月11日互动易，公司收购电子院的重组相关工作正在推进中；电子院子公司世源科技获重大中标候选人公示，尽管因重组未完成暂未纳入公司信披范围，但彰显了标的资产在电子信息产业工程服务领域的竞争力。 3、据2026年3月28日年报，公司是国内浓缩苹果汁行业龙头，产品外销占比高，并与全球知名食品企业保持稳定合作；控股股东为国投集团，实控人为国务院国资委，重组后将形成电子信息服务与浓缩果汁双主业格局。	公司拟收购的中国电子工程设计院承担第一条由国内企业主导的12英寸3D闪存芯片生产线等多条集成电路产线设计总包	2026-05-11\|24.17\|3.64\|23.33\|24.68\|23.31\|74878;2026-05-12\|24.45\|1.16\|24.00\|24.50\|23.83\|57787;2026-05-13\|24.61\|0.65\|24.50\|25.88\|24.12\|119629;2026-05-14\|23.94\|-2.72\|24.88\|25.19\|23.90\|103271;2026-05-15\|24.63\|2.88\|23.92\|25.18\|23.80\|99905;2026-05-18\|25.44\|3.29\|24.64\|25.50\|24.64\|85223;2026-05-19\|25.14\|-1.18\|25.44\|25.78\|24.79\|60589;2026-05-20\|27.65\|9.98\|24.93\|27.65\|24.93\|101087;2026-05-21\|25.84\|-6.55\|27.92\|28.97\|25.55\|193780;2026-05-22\|26.36\|2.01\|25.84\|26.63\|25.00\|116804;2026-05-25\|26.74\|1.44\|26.20\|27.05\|26.00\|88754;2026-05-26\|25.68\|-3.96\|26.39\|26.70\|25.14\|95957;2026-05-27\|25.29\|-1.52\|25.81\|26.47\|24.81\|91688;2026-05-28\|25.68\|1.54\|24.80\|25.84\|24.80\|50177;2026-05-29\|25.18\|-1.95\|25.62\|25.99\|24.90\|52347;2026-06-01\|25.66\|1.91\|25.25\|26.49\|25.23\|65722;2026-06-02\|24.94\|-2.81\|25.60\|25.79\|24.50\|65617;2026-06-03\|24.65\|-1.16\|24.94\|25.42\|24.50\|47815;2026-06-04\|24.19\|-1.87\|24.83\|24.83\|24.08\|44501;2026-06-05\|24.20\|0.04\|24.40\|24.48\|23.50\|41851;2026-06-08\|23.41\|-3.26\|23.49\|23.82\|22.95\|48119;2026-06-09\|24.69\|5.47\|23.60\|24.78\|23.31\|55234;2026-06-10\|24.73\|0.16\|24.50\|24.97\|24.20\|39084;2026-06-11\|23.83\|-3.64\|24.44\|24.88\|23.52\|39568;2026-06-12\|26.21\|9.99\|24.15\|26.21\|24.15\|57938;2026-06-15\|25.66\|-2.10\|26.72\|26.72\|24.93\|109773;2026-06-16\|24.91\|-2.92\|25.68\|25.86\|24.71\|77803;2026-06-17\|25.51\|2.41\|24.16\|26.50\|23.98\|91619;2026-06-18\|26.06\|2.16\|25.97\|26.59\|25.25\|80789;2026-06-22\|25.46\|-2.30\|26.10\|26.10\|25.01\|67593;2026-06-23\|25.06\|-1.57\|25.24\|26.45\|24.81\|71530;2026-06-24\|23.96\|-4.39\|24.99\|24.99\|23.27\|87342;2026-06-25\|26.36\|10.02\|24.10\|26.36\|23.60\|114021;2026-06-26\|29.00\|10.02\|27.36\|29.00\|26.90\|98970;2026-06-29\|29.02\|0.07\|30.50\|31.90\|28.00\|430069;2026-06-30\|30.17\|3.96\|29.16\|30.38\|27.49\|323060;2026-07-01\|29.35\|-2.72\|28.71\|31.35\|27.52\|316045;2026-07-02\|28.49\|-2.93\|28.02\|29.69\|27.85\|222271;2026-07-03\|27.00\|-5.23\|28.49\|28.51\|26.85\|145053;2026-07-06\|25.14\|-6.89\|26.68\|27.09\|25.13\|133222;2026-07-07\|24.79\|-1.39\|25.30\|25.66\|24.27\|70924;2026-07-08\|23.50\|-5.20\|24.81\|25.10\|23.47\|71636;2026-07-09\|23.59\|0.38\|24.23\|24.23\|22.50\|71702;2026-07-10\|24.63\|4.41\|23.85\|25.95\|23.61\|162648;2026-07-13\|25.30\|2.72\|24.08\|26.40\|24.08\|154413;2026-07-14\|25.15\|-0.59\|24.66\|25.95\|23.77\|105956;2026-07-15\|25.65\|1.99\|25.15\|26.27\|24.41\|91356;2026-07-16\|23.96\|-6.59\|25.63\|25.63\|23.88\|85512;2026-07-17\|22.02\|-8.10\|23.69\|23.97\|21.58\|91996;2026-07-20\|20.19\|-8.31\|22.20\|22.68\|19.90\|104915;2026-07-21\|20.81\|3.07\|20.48\|20.95\|18.90\|99573;2026-07-22\|20.10\|-3.41\|20.86\|21.35\|19.94\|62562;2026-07-23\|22.11\|10.00\|21.00\|22.11\|20.87\|28093;2026-07-24\|21.43\|-3.08\|24.31\|24.32\|21.32\|145125;2026-07-27\|23.57\|9.99\|21.36\|23.57\|21.36\|81705;2026-07-28\|23.60\|0.13\|23.88\|24.58\|23.41\|132447;2026-07-29\|23.98\|1.61\|23.60\|24.80\|23.30\|81981;2026-07-30\|22.97\|-4.21\|23.97\|24.33\|22.96\|75296;2026-07-31\|24.34\|5.96\|24.35\|24.49\|23.53\|83047;2026-08-03\|26.77\|9.98\|24.84\|26.77\|24.84\|119132;2026-08-04\|27.61\|3.14\|27.25\|27.78\|26.41\|118618;2026-08-05\|28.87\|4.56\|27.48\|29.10\|27.35\|105982;2026-08-06\|30.51\|5.68\|28.92\|31.76\|28.88\|214863;2026-08-07\|28.19\|-7.60\|30.41\|30.64\|27.88\|261802;2026-08-10\|28.15\|-0.14\|28.99\|28.99\|26.50\|171851;2026-08-11\|28.81\|2.34\|27.87\|28.99\|27.13\|121070;2026-08-12\|27.93\|-3.05\|29.99\|30.01\|27.65\|138445;2026-08-13\|25.76\|-7.77\|27.85\|27.89\|25.69\|158664;2026-08-14\|25.74\|-0.08\|25.68\|25.98\|25.14\|83387;2026-08-17\|26.31\|2.21\|25.75\|26.36\|25.25\|80098;2026-08-18\|26.13\|-0.68\|26.42\|26.45\|25.86\|62204;2026-08-19\|24.97\|-4.44\|25.80\|25.98\|24.95\|66359;2026-08-20\|25.22\|1.00\|25.13\|25.47\|24.81\|54189;2026-08-21\|25.43\|0.83\|25.23\|25.55\|24.62\|47956;2026-08-24\|25.94\|2.01\|25.43\|27.74\|25.43\|123654;2026-08-25\|26.02\|0.31\|25.60\|26.09\|24.91\|68249;2026-08-26\|26.10\|0.31\|25.93\|27.08\|25.81\|66596;2026-08-27\|25.34\|-2.91\|26.49\|26.49\|24.96\|101321;2026-08-28\|25.12\|-0.87\|25.00\|25.42\|24.80\|67007;2026-08-31\|25.56\|1.75\|24.79\|26.80\|24.53\|75030;2026-09-01\|25.35\|-0.82\|25.25\|25.79\|25.07\|41117;2026-09-02\|25.46\|0.43\|25.01\|25.82\|24.84\|56115;2026-09-03\|25.85\|1.53\|25.60\|26.10\|25.36\|53106;2026-09-04\|25.79\|-0.23\|25.86\|26.30\|25.55\|45503;2026-09-07\|25.22\|-2.21\|25.80\|26.00\|25.00\|44569;2026-09-08\|25.29\|0.28\|25.28\|25.77\|24.96\|40925;2026-09-09\|25.62\|1.30\|25.29\|25.64\|25.12\|36013;2026-09-10\|25.12\|-1.95\|25.36\|25.69\|24.98\|43335;2026-09-11\|25.24\|0.48\|24.96\|25.31\|24.60\|51081;2026-09-14\|25.58\|1.35\|25.19\|25.94\|24.90\|49209
116956	消息称台积电先进制程代工将全线涨价	涨停揭秘：子公司获半导体掩模版直写光刻机订单，叠加存储产业链情绪升温，设备端国产替代逻辑共振；涨停缘由：子公司洪镭光学斩获关键设备订单，填补国内高端掩模版制造装备空白；公司具备光刻+镀膜+检测全链条能力，直接受益于先进封装对高精度掩模版需求激增；资金逻辑：游资主导拉升，开源证券西安太华路营业部三日净买入超亿元，换手率连续两日超25%，量价配合明显，显示短线资金抢筹设备卡点环节；风险提示：订单尚未披露金额与交付周期，主业仍以传统光学为主，半导体设备营收占比低，业绩兑现存在不确定性	子公司洪镭光学获得半导体掩模版直写光刻机订单	2026-05-11\|55.84\|1.31\|55.11\|56.49\|53.51\|109152;2026-05-12\|58.21\|4.24\|55.84\|58.68\|55.23\|102920;2026-05-13\|57.61\|-1.03\|57.50\|58.50\|56.32\|121713;2026-05-14\|57.20\|-0.71\|57.00\|59.59\|54.76\|96401;2026-05-15\|57.36\|0.28\|56.93\|59.18\|56.12\|73280;2026-05-18\|55.94\|-2.48\|56.30\|58.40\|55.15\|77827;2026-05-19\|57.60\|2.97\|55.52\|57.64\|54.01\|76427;2026-05-20\|58.90\|2.26\|57.62\|59.27\|57.62\|71369;2026-05-21\|56.93\|-3.34\|59.46\|62.88\|56.66\|104044;2026-05-22\|62.62\|9.99\|56.93\|62.62\|56.93\|111392;2026-05-25\|64.60\|3.16\|68.42\|68.52\|62.20\|160217;2026-05-26\|65.50\|1.39\|64.79\|66.06\|61.62\|101763;2026-05-27\|61.01\|-6.86\|67.00\|67.50\|59.80\|110554;2026-05-28\|61.18\|0.28\|61.31\|62.00\|59.60\|67966;2026-05-29\|61.76\|0.95\|62.58\|66.51\|59.00\|134983;2026-06-01\|65.99\|6.85\|61.89\|67.94\|60.58\|175350;2026-06-02\|70.99\|7.58\|63.50\|72.59\|63.50\|187970;2026-06-03\|75.87\|6.87\|70.92\|75.97\|68.01\|198416;2026-06-04\|77.00\|1.49\|74.20\|80.40\|73.70\|183792;2026-06-05\|76.55\|-0.58\|76.00\|80.49\|72.60\|141042;2026-06-08\|72.88\|-4.79\|72.96\|76.68\|70.13\|124310;2026-06-09\|75.00\|2.91\|74.00\|76.29\|73.07\|81033;2026-06-10\|79.00\|5.33\|74.30\|82.30\|73.30\|122016;2026-06-11\|74.30\|-5.95\|79.13\|79.13\|72.00\|113178;2026-06-12\|68.03\|-8.44\|75.79\|76.50\|67.52\|150935;2026-06-15\|74.83\|10.00\|68.85\|74.83\|68.58\|102484;2026-06-16\|80.60\|7.71\|77.20\|81.19\|76.01\|115101;2026-06-17\|81.33\|0.91\|79.84\|81.80\|77.50\|105645;2026-06-18\|80.62\|-0.87\|81.00\|81.80\|78.71\|74070;2026-06-22\|76.69\|-4.87\|80.61\|83.62\|74.71\|122807;2026-06-23\|74.41\|-2.97\|75.08\|76.98\|73.25\|66323;2026-06-24\|77.23\|3.79\|74.52\|77.77\|71.98\|74242;2026-06-25\|84.95\|10.00\|80.03\|84.95\|78.00\|77643;2026-06-26\|88.46\|4.13\|86.15\|92.23\|83.40\|152233;2026-06-29\|81.10\|-8.32\|88.55\|88.95\|79.61\|115679;2026-06-30\|81.29\|0.23\|81.20\|83.82\|78.80\|93478;2026-07-01\|81.20\|-0.11\|82.00\|86.18\|76.50\|118321;2026-07-02\|79.66\|-1.90\|77.00\|83.56\|75.99\|81582;2026-07-03\|76.86\|-3.51\|78.00\|81.56\|76.86\|70746;2026-07-06\|84.55\|10.01\|76.14\|84.55\|76.14\|204952;2026-07-07\|86.30\|2.07\|84.55\|88.15\|82.34\|158550;2026-07-08\|79.10\|-8.34\|88.03\|88.03\|78.75\|104004;2026-07-09\|82.60\|4.42\|79.91\|84.23\|77.00\|111466;2026-07-10\|84.38\|2.15\|83.00\|90.50\|81.13\|125759;2026-07-13\|81.82\|-3.03\|82.25\|87.40\|78.63\|113664;2026-07-14\|75.46\|-7.77\|81.00\|84.85\|73.64\|163121;2026-07-15\|79.21\|4.97\|70.87\|82.56\|70.87\|141670;2026-07-16\|74.55\|-5.88\|77.66\|81.80\|74.28\|81577;2026-07-17\|67.10\|-9.99\|75.00\|75.90\|67.10\|72131;2026-07-20\|60.39\|-10.00\|68.61\|68.75\|60.39\|85999;2026-07-21\|65.16\|7.90\|59.20\|65.18\|54.35\|130228;2026-07-22\|67.40\|3.44\|65.99\|71.00\|64.00\|93118;2026-07-23\|65.29\|-3.13\|68.50\|68.74\|64.22\|58109;2026-07-24\|63.90\|-2.13\|64.27\|68.00\|63.01\|42288;2026-07-27\|65.70\|2.82\|63.38\|65.86\|60.74\|51334;2026-07-28\|62.36\|-5.08\|64.51\|67.50\|61.71\|56085;2026-07-29\|57.44\|-7.89\|61.74\|63.95\|56.12\|83812;2026-07-30\|51.70\|-9.99\|57.43\|58.16\|51.70\|76969;2026-07-31\|50.45\|-2.42\|53.86\|55.86\|50.12\|121321;2026-08-03\|47.70\|-5.45\|50.83\|51.28\|47.00\|101673;2026-08-04\|52.47\|10.00\|48.00\|52.47\|46.73\|100741;2026-08-05\|55.75\|6.25\|52.39\|56.88\|51.50\|81133;2026-08-06\|60.38\|8.30\|54.96\|60.99\|54.96\|86191;2026-08-07\|62.40\|3.35\|60.38\|63.78\|59.11\|99185;2026-08-10\|62.85\|0.72\|62.11\|62.95\|59.55\|61810;2026-08-11\|63.06\|0.33\|62.76\|64.67\|62.30\|55205;2026-08-12\|65.48\|3.84\|63.77\|65.74\|63.00\|53242;2026-08-13\|64.00\|-2.26\|67.00\|67.00\|63.68\|52626;2026-08-14\|68.81\|7.52\|63.70\|69.48\|63.64\|73952;2026-08-17\|73.32\|6.55\|69.39\|73.58\|69.10\|72589;2026-08-18\|73.05\|-0.37\|74.33\|74.54\|70.34\|57414;2026-08-19\|66.93\|-8.38\|71.30\|72.30\|66.04\|73015;2026-08-20\|67.89\|1.43\|69.00\|69.84\|66.54\|49048;2026-08-21\|67.10\|-1.16\|67.80\|68.88\|65.50\|37300;2026-08-24\|65.42\|-2.50\|67.01\|68.65\|63.50\|46071;2026-08-25\|66.16\|1.13\|64.70\|67.40\|62.87\|38695;2026-08-26\|60.39\|-8.72\|68.31\|68.90\|59.65\|100215;2026-08-27\|65.22\|8.00\|61.02\|65.90\|60.48\|78284;2026-08-28\|61.63\|-5.50\|66.18\|66.18\|61.51\|58048;2026-08-31\|63.19\|2.53\|59.47\|63.31\|59.47\|36365;2026-09-01\|61.18\|-3.18\|63.37\|64.60\|60.08\|45156;2026-09-02\|59.30\|-3.07\|60.60\|61.86\|59.01\|41097;2026-09-03\|57.78\|-2.56\|59.35\|60.04\|57.10\|47662;2026-09-04\|56.15\|-2.82\|58.20\|59.90\|55.45\|43191;2026-09-07\|57.65\|2.67\|56.55\|58.78\|56.19\|48960;2026-09-08\|57.40\|-0.43\|57.11\|58.64\|56.70\|39967;2026-09-09\|57.90\|0.87\|57.90\|60.66\|57.41\|74112;2026-09-10\|57.54\|-0.62\|57.29\|58.13\|56.34\|33844;2026-09-11\|56.08\|-2.54\|56.79\|57.37\|54.60\|46094;2026-09-14\|58.51\|4.33\|55.30\|60.00\|54.21\|61943
116955	消息称台积电先进制程代工将全线涨价	算力租赁+光模块+英伟达+武汉国资行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月29日年报，公司已构建以航锦武汉从事算力服务、上海航锦云从事云业务的全域矩阵式产品及服务体系，为各类用户提供全栈式解决方案。 2、据2025年7月15日互动易，控股子公司超擎数智的800G光模块产品面向数据中心及高性能计算领域，是整体解决方案的重要部分。 3、据2026年6月24日互动易，公司采用英伟达高性能服务器为客户提供算力服务。 4、据2026年4月29日年报及一季报，公司智算算力、电子、化工三大板块协同发展，2026年一季度归母净利润同比增长213.64%；公司实控人为武汉市国资委。	1、公司是一家在国产军工芯片领域具有重要地位的企业，旗下子公司长沙韶光研发的高性能 GPU 芯片 SG6931 支持 2D/3D 图形加速等功能，还有反熔丝 FPGA 芯片因抗辐射等特性用于战机等关键设备，此外公司产品还涵盖模拟芯片、存储芯片、总线接口芯片等； 2、公司智算算力板块已部署GPU服务器集群，自持服务器约1400台、运算能力1.5万P，为多家大型终端客户提供算力租赁及全栈解决方案，旗下超擎数智为DeepSeek提供光模块和交换机	2026-05-11\|18.14\|-3.61\|18.49\|18.67\|17.57\|748288;2026-05-12\|17.46\|-3.75\|18.04\|18.14\|17.38\|490356;2026-05-13\|17.73\|1.55\|17.46\|17.97\|17.15\|451777;2026-05-14\|17.55\|-1.02\|18.00\|18.40\|17.51\|616632;2026-05-15\|16.75\|-4.56\|17.77\|18.05\|16.60\|540280;2026-05-18\|16.34\|-2.45\|16.76\|17.20\|16.19\|366298;2026-05-19\|16.51\|1.04\|16.32\|16.79\|16.10\|303765;2026-05-20\|15.68\|-5.03\|16.30\|16.44\|15.67\|319058;2026-05-21\|14.62\|-6.76\|15.85\|15.85\|14.56\|376065;2026-05-22\|16.08\|9.99\|14.80\|16.08\|14.56\|472752;2026-05-25\|16.34\|1.62\|16.78\|16.78\|16.09\|415576;2026-05-26\|15.67\|-4.10\|16.34\|16.35\|15.39\|319985;2026-05-27\|15.01\|-4.21\|15.70\|15.75\|14.89\|285032;2026-05-28\|15.20\|1.27\|14.96\|15.44\|14.80\|274067;2026-05-29\|14.46\|-4.87\|15.12\|15.37\|14.37\|262890;2026-06-01\|14.46\|0.00\|14.54\|14.65\|14.26\|183930;2026-06-02\|14.14\|-2.21\|14.40\|14.40\|13.80\|206502;2026-06-03\|14.03\|-0.78\|14.08\|14.29\|13.87\|167983;2026-06-04\|13.66\|-2.64\|13.80\|13.97\|13.55\|170198;2026-06-05\|13.70\|0.29\|13.66\|13.96\|13.24\|208267;2026-06-08\|12.92\|-5.69\|13.20\|13.46\|12.75\|227470;2026-06-09\|13.17\|1.94\|13.01\|13.19\|12.54\|177577;2026-06-10\|12.89\|-2.13\|12.91\|13.34\|12.75\|154112;2026-06-11\|12.41\|-3.72\|12.90\|13.12\|12.32\|202719;2026-06-12\|12.39\|-0.16\|12.50\|12.59\|12.14\|277597;2026-06-15\|12.85\|3.71\|12.40\|12.91\|12.33\|218736;2026-06-16\|12.92\|0.54\|12.80\|13.07\|12.52\|179050;2026-06-17\|12.71\|-1.63\|12.95\|13.09\|12.63\|159731;2026-06-18\|12.35\|-2.83\|12.59\|12.64\|12.34\|160183;2026-06-22\|12.71\|2.92\|12.16\|12.74\|11.95\|271582;2026-06-23\|12.24\|-3.70\|12.59\|12.72\|12.16\|165010;2026-06-24\|13.46\|9.97\|12.20\|13.46\|11.77\|460735;2026-06-25\|14.81\|10.03\|13.92\|14.81\|13.92\|205705;2026-06-26\|13.97\|-5.67\|15.55\|15.75\|13.71\|958782;2026-06-29\|13.20\|-5.51\|13.47\|14.19\|13.02\|529991;2026-06-30\|14.52\|10.00\|13.08\|14.52\|12.67\|515864;2026-07-01\|14.85\|2.27\|14.55\|15.18\|14.26\|768459;2026-07-02\|15.02\|1.14\|14.37\|15.44\|14.15\|637426;2026-07-03\|14.58\|-2.93\|14.82\|15.10\|14.30\|450878;2026-07-06\|15.41\|5.69\|14.67\|15.69\|14.66\|598696;2026-07-07\|15.56\|0.97\|16.95\|16.95\|15.20\|858417;2026-07-08\|14.19\|-8.80\|15.65\|15.67\|14.00\|620123;2026-07-09\|14.02\|-1.20\|13.85\|14.65\|13.58\|467358;2026-07-10\|14.23\|1.50\|13.75\|14.67\|13.61\|521587;2026-07-13\|13.09\|-8.01\|14.04\|14.10\|13.08\|415481;2026-07-14\|12.81\|-2.14\|12.98\|13.28\|12.47\|303926;2026-07-15\|12.88\|0.55\|12.81\|13.06\|12.53\|231936;2026-07-16\|13.04\|1.24\|12.61\|13.38\|12.60\|281473;2026-07-17\|12.40\|-4.91\|12.88\|13.25\|12.32\|300256;2026-07-20\|12.58\|1.45\|12.70\|13.27\|12.13\|329910;2026-07-21\|12.70\|0.95\|12.37\|12.73\|11.50\|380263;2026-07-22\|12.59\|-0.87\|12.45\|12.84\|12.36\|261043;2026-07-23\|12.92\|2.62\|12.54\|12.95\|12.37\|237394;2026-07-24\|12.02\|-6.97\|12.69\|12.74\|12.02\|258871;2026-07-27\|12.43\|3.41\|12.02\|12.45\|11.77\|201775;2026-07-28\|12.28\|-1.21\|12.20\|12.44\|12.10\|150931;2026-07-29\|12.47\|1.55\|12.26\|12.62\|12.15\|178865;2026-07-30\|12.05\|-3.37\|12.35\|12.55\|12.03\|199828;2026-07-31\|12.54\|4.07\|12.45\|12.70\|12.40\|267403;2026-08-03\|13.40\|6.86\|12.55\|13.79\|12.54\|510764;2026-08-04\|13.62\|1.64\|13.40\|13.70\|13.28\|342074;2026-08-05\|13.69\|0.51\|13.45\|13.85\|13.45\|340137;2026-08-06\|13.54\|-1.10\|13.61\|13.83\|13.40\|238941;2026-08-07\|13.49\|-0.37\|13.56\|13.60\|13.19\|217732;2026-08-10\|13.82\|2.45\|13.59\|13.88\|13.44\|211423;2026-08-11\|13.67\|-1.09\|13.78\|13.87\|13.49\|151411;2026-08-12\|13.88\|1.54\|13.80\|13.94\|13.55\|186942;2026-08-13\|13.48\|-2.88\|14.15\|14.22\|13.48\|251669;2026-08-14\|13.45\|-0.22\|13.60\|13.70\|13.26\|205839;2026-08-17\|13.46\|0.07\|13.45\|13.52\|13.20\|176557;2026-08-18\|12.90\|-4.16\|13.46\|13.47\|12.86\|242940;2026-08-19\|12.02\|-6.82\|12.58\|12.64\|12.00\|252719;2026-08-20\|11.96\|-0.50\|12.26\|12.28\|11.88\|167082;2026-08-21\|12.02\|0.50\|11.90\|12.02\|11.66\|138819;2026-08-24\|11.70\|-2.66\|12.00\|12.03\|11.61\|150191;2026-08-25\|12.00\|2.56\|11.56\|12.08\|11.55\|157351;2026-08-26\|12.15\|1.25\|11.95\|12.47\|11.91\|203838;2026-08-27\|12.36\|1.73\|12.00\|12.49\|12.00\|187281;2026-08-28\|12.41\|0.40\|12.31\|12.55\|12.30\|158641;2026-08-31\|12.52\|0.89\|12.31\|12.55\|12.22\|147156;2026-09-01\|12.52\|0.00\|12.51\|12.66\|12.43\|117557;2026-09-02\|12.53\|0.08\|12.38\|12.60\|12.31\|123220;2026-09-03\|12.46\|-0.56\|12.58\|12.64\|12.35\|94929;2026-09-04\|12.24\|-1.77\|12.50\|12.59\|12.18\|133222;2026-09-07\|12.24\|0.00\|12.27\|12.35\|12.20\|84692;2026-09-08\|12.26\|0.16\|12.25\|12.34\|12.18\|89864;2026-09-09\|12.24\|-0.16\|12.29\|12.31\|12.03\|95792;2026-09-10\|12.07\|-1.39\|12.18\|12.20\|12.04\|78830;2026-09-11\|11.80\|-2.24\|11.96\|11.96\|11.58\|152663;2026-09-14\|11.68\|-1.02\|11.78\|11.85\|11.64\|88884
116954	消息称台积电先进制程代工将全线涨价	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，拟投资78亿元在上海临港建设高端先进封测工厂	2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614;2026-07-27\|82.35\|-0.66\|81.76\|84.20\|77.10\|1428580;2026-07-28\|76.83\|-6.70\|79.30\|82.87\|75.56\|1375950;2026-07-29\|71.68\|-6.70\|76.70\|77.45\|69.70\|1670628;2026-07-30\|64.51\|-10.00\|70.00\|71.33\|64.51\|1597939;2026-07-31\|65.71\|1.86\|70.27\|70.27\|65.56\|1603603;2026-08-03\|61.00\|-7.17\|64.10\|65.42\|60.84\|1350914;2026-08-04\|65.41\|7.23\|61.99\|66.10\|61.15\|1435993;2026-08-05\|68.97\|5.44\|65.71\|70.59\|65.70\|1761053;2026-08-06\|75.87\|10.00\|67.01\|75.87\|67.01\|2359071;2026-08-07\|77.75\|2.48\|75.15\|78.74\|73.97\|2283414;2026-08-10\|78.52\|0.99\|78.42\|79.49\|76.00\|1430998;2026-08-11\|77.67\|-1.08\|77.10\|80.64\|76.60\|1307868;2026-08-12\|78.18\|0.66\|78.00\|79.08\|76.70\|1040983;2026-08-13\|77.82\|-0.46\|79.30\|81.88\|77.77\|1500489;2026-08-14\|78.71\|1.14\|78.99\|79.28\|76.40\|1144793;2026-08-17\|85.85\|9.07\|78.93\|86.48\|78.93\|1911583;2026-08-18\|85.42\|-0.50\|85.69\|87.50\|84.20\|1508332;2026-08-19\|77.74\|-8.99\|81.11\|83.23\|76.95\|1591708;2026-08-20\|79.48\|2.24\|79.80\|82.13\|77.82\|1234670;2026-08-21\|78.57\|-1.14\|78.29\|80.50\|77.51\|970160;2026-08-24\|73.80\|-6.07\|78.56\|78.56\|72.27\|1119896;2026-08-25\|74.05\|0.34\|72.57\|75.30\|71.06\|861808;2026-08-26\|73.62\|-0.58\|74.25\|74.85\|72.80\|671393;2026-08-27\|76.54\|3.97\|74.28\|76.82\|73.95\|974650;2026-08-28\|74.93\|-2.10\|76.60\|77.98\|74.85\|892019;2026-08-31\|75.75\|1.09\|72.18\|76.00\|72.18\|738559;2026-09-01\|73.29\|-3.25\|75.75\|76.38\|73.00\|578787;2026-09-02\|71.31\|-2.70\|71.75\|72.49\|71.01\|553454;2026-09-03\|71.27\|-0.06\|72.28\|72.52\|70.32\|498105;2026-09-04\|67.36\|-5.49\|71.39\|71.92\|66.63\|1162919;2026-09-07\|69.00\|2.43\|68.59\|69.49\|67.66\|821696;2026-09-08\|68.60\|-0.58\|69.57\|70.30\|68.11\|738361;2026-09-09\|68.64\|0.06\|69.10\|70.28\|68.19\|613675;2026-09-10\|68.12\|-0.76\|68.00\|69.44\|67.12\|481936;2026-09-11\|67.74\|-0.56\|66.50\|68.12\|65.50\|665414;2026-09-14\|66.33\|-2.08\|66.80\|67.37\|65.57\|458552
116953	消息称台积电先进制程代工将全线涨价	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|154.69\|-3.32\|158.55\|158.70\|150.17\|37968;2026-09-14\|152.21\|-1.60\|152.00\|154.19\|148.50\|25228
116952	建滔积层板再度涨价	PCB+封装基板+拟定增+央企行业原因： 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13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064;2026-07-27\|353.44\|6.20\|332.48\|354.88\|331.06\|100102;2026-07-28\|318.10\|-10.00\|340.10\|343.99\|318.10\|94231;2026-07-29\|316.01\|-0.66\|304.73\|319.45\|288.00\|155138;2026-07-30\|284.50\|-9.97\|312.70\|317.00\|284.41\|139251;2026-07-31\|308.00\|8.26\|312.00\|312.95\|304.40\|150173;2026-08-03\|302.31\|-1.85\|303.13\|310.48\|293.88\|93624;2026-08-04\|332.54\|10.00\|308.00\|332.54\|308.00\|105098;2026-08-05\|349.18\|5.00\|330.78\|356.47\|328.00\|144656;2026-08-06\|353.99\|1.38\|340.00\|367.29\|338.08\|107346;2026-08-07\|382.63\|8.09\|359.00\|388.18\|356.00\|139279;2026-08-10\|372.40\|-2.67\|382.62\|383.56\|359.36\|111252;2026-08-11\|380.70\|2.23\|365.71\|395.98\|363.01\|118289;2026-08-12\|385.80\|1.34\|380.70\|394.18\|377.00\|93832;2026-08-13\|377.98\|-2.03\|394.98\|402.88\|377.15\|88684;2026-08-14\|378.00\|0.01\|380.00\|382.57\|371.00\|66701;2026-08-17\|392.90\|3.94\|379.78\|393.99\|377.13\|89762;2026-08-18\|381.85\|-2.81\|393.00\|393.00\|375.80\|80860;2026-08-19\|343.93\|-9.93\|370.00\|372.57\|343.67\|140038;2026-08-20\|345.00\|0.31\|349.06\|353.53\|340.51\|81344;2026-08-21\|358.25\|3.84\|342.98\|362.00\|342.98\|80199;2026-08-24\|343.63\|-4.08\|357.41\|360.98\|334.00\|76183;2026-08-25\|341.00\|-0.77\|339.99\|346.50\|332.00\|76448;2026-08-26\|348.03\|2.06\|343.70\|353.70\|337.05\|73982;2026-08-27\|365.10\|4.90\|359.00\|368.80\|351.44\|96483;2026-08-28\|362.40\|-0.74\|365.10\|380.00\|362.21\|90309;2026-08-31\|369.08\|1.84\|353.20\|370.37\|348.69\|82105;2026-09-01\|354.34\|-3.99\|368.00\|368.01\|350.38\|58852;2026-09-02\|348.39\|-1.68\|348.00\|353.81\|345.01\|39283;2026-09-03\|341.54\|-1.97\|353.58\|354.88\|340.01\|48352;2026-09-04\|331.80\|-2.85\|345.00\|352.50\|328.21\|64977;2026-09-07\|364.98\|10.00\|338.00\|364.98\|336.00\|92409;2026-09-08\|382.50\|4.80\|375.37\|393.77\|370.01\|132996;2026-09-09\|383.30\|0.21\|386.30\|391.66\|380.00\|75650;2026-09-10\|392.31\|2.35\|380.14\|397.87\|377.00\|83110;2026-09-11\|396.68\|1.11\|388.41\|400.33\|384.59\|90046;2026-09-14\|389.13\|-1.90\|388.21\|400.31\|384.00\|77424
116951	建滔积层板再度涨价	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720
116950	建滔积层板再度涨价	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546;2026-09-09\|60.50\|1.07\|61.02\|61.63\|59.62\|491358;2026-09-10\|59.42\|-1.79\|59.22\|60.25\|58.65\|285276;2026-09-11\|58.52\|-1.51\|57.83\|59.00\|56.30\|488451;2026-09-14\|59.17\|1.11\|57.99\|59.59\|56.93\|373537
116949	建滔积层板再度涨价	光模块+AI PCB+业绩高增行业原因：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6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769
116948	建滔积层板再度涨价	PCB+AI算力扩产+光模块行业原因： 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、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579;2026-07-17\|93.89\|-8.92\|101.09\|101.24\|92.78\|407220;2026-07-20\|90.89\|-3.20\|95.97\|98.00\|86.90\|392878;2026-07-21\|95.60\|5.18\|91.79\|96.38\|81.80\|364533;2026-07-22\|91.41\|-4.38\|95.00\|98.60\|89.91\|238127;2026-07-23\|87.61\|-4.16\|93.23\|96.00\|87.00\|322927;2026-07-24\|88.39\|0.89\|86.86\|91.39\|84.98\|234670;2026-07-27\|93.29\|5.54\|88.00\|93.66\|87.36\|227401;2026-07-28\|83.96\|-10.00\|90.30\|91.21\|83.96\|278297;2026-07-29\|84.50\|0.64\|81.71\|86.00\|79.53\|329156;2026-07-30\|76.05\|-10.00\|83.30\|84.37\|76.05\|339082;2026-07-31\|81.50\|7.17\|82.00\|83.64\|80.82\|275986;2026-08-03\|80.91\|-0.72\|80.31\|82.66\|79.30\|180736;2026-08-04\|89.00\|10.00\|82.89\|89.00\|81.50\|287943;2026-08-05\|91.13\|2.39\|88.11\|94.20\|86.15\|363277;2026-08-06\|93.85\|2.98\|89.00\|96.17\|88.03\|291928;2026-08-07\|101.41\|8.06\|94.95\|103.24\|94.95\|394747;2026-08-10\|98.52\|-2.85\|101.00\|102.00\|96.48\|277448;2026-08-11\|96.67\|-1.88\|96.88\|99.40\|95.53\|197643;2026-08-12\|101.00\|4.48\|98.32\|104.10\|97.77\|340074;2026-08-13\|95.72\|-5.23\|102.50\|104.11\|95.39\|393144;2026-08-14\|95.36\|-0.38\|96.45\|96.70\|94.18\|253078;2026-08-17\|98.50\|3.29\|95.58\|98.58\|93.40\|290116;2026-08-18\|94.77\|-3.79\|98.43\|98.43\|93.00\|291574;2026-08-19\|87.36\|-7.82\|91.00\|93.68\|86.24\|264103;2026-08-20\|87.57\|0.24\|89.00\|90.35\|86.31\|196328;2026-08-21\|89.20\|1.86\|87.57\|89.98\|85.01\|186590;2026-08-24\|87.95\|-1.40\|89.21\|89.88\|84.60\|185725;2026-08-25\|87.44\|-0.58\|86.88\|89.38\|84.88\|165679;2026-08-26\|87.30\|-0.16\|88.00\|88.29\|85.13\|131805;2026-08-27\|89.20\|2.18\|88.78\|90.50\|87.17\|216807;2026-08-28\|89.18\|-0.02\|88.07\|93.52\|87.99\|248713;2026-08-31\|93.30\|4.62\|86.51\|94.52\|86.45\|283107;2026-09-01\|88.22\|-5.44\|93.49\|93.50\|87.56\|226138;2026-09-02\|85.80\|-2.74\|87.19\|87.67\|85.71\|124520;2026-09-03\|84.53\|-1.48\|86.60\|86.90\|83.60\|147306;2026-09-04\|83.29\|-1.47\|85.09\|87.63\|82.48\|169855;2026-09-07\|89.99\|8.04\|84.26\|90.60\|83.47\|280402;2026-09-08\|89.46\|-0.59\|89.77\|92.40\|88.85\|202215;2026-09-09\|92.45\|3.34\|89.98\|92.60\|89.46\|219977;2026-09-10\|91.85\|-0.65\|93.96\|97.00\|91.77\|377255;2026-09-11\|92.65\|0.87\|89.28\|93.60\|88.02\|249322;2026-09-14\|88.24\|-4.76\|90.10\|91.86\|87.31\|232388
116947	建滔积层板再度涨价	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845;2026-09-11\|128.25\|0.26\|126.05\|129.06\|123.61\|439497;2026-09-14\|125.70\|-1.99\|122.28\|128.49\|122.25\|351806
116946	建滔积层板再度涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123
116945	建滔积层板再度涨价	涨停揭秘：PCB行业龙头业绩大增，带动上游核心材料需求回暖；涨停缘由：公司感光干膜为PCB制造图形转移关键材料，下游覆铜板及PCB厂商订单回升，叠加AI服务器PCB用量提升，驱动高端干膜需求增长；资金逻辑：单日放量涨停，主力资金大幅净流入，显示资金提前布局PCB产业链复苏主线；风险提示：感光干膜进口替代进程缓慢，日韩厂商仍占主导，公司市占率提升空间受限	公司生产的感光干膜主要应用于PCB制造过程中电路设计的图形转移	2026-05-11\|90.88\|6.92\|85.50\|92.00\|82.08\|292999;2026-05-12\|85.93\|-5.45\|90.00\|90.49\|85.33\|233204;2026-05-13\|87.19\|1.47\|84.00\|87.74\|81.90\|222890;2026-05-14\|82.50\|-5.38\|86.32\|88.50\|82.00\|178234;2026-05-15\|83.60\|1.33\|81.81\|84.60\|79.50\|232059;2026-05-18\|83.99\|0.47\|82.60\|85.98\|81.50\|187163;2026-05-19\|80.84\|-3.75\|86.01\|87.00\|77.00\|282722;2026-05-20\|85.90\|6.26\|80.58\|85.99\|78.31\|203866;2026-05-21\|82.99\|-3.39\|87.00\|92.58\|82.75\|256102;2026-05-22\|89.59\|7.95\|82.44\|90.56\|82.44\|264944;2026-05-25\|85.15\|-4.96\|88.00\|88.70\|82.00\|264065;2026-05-26\|82.01\|-3.69\|84.00\|86.02\|80.91\|182994;2026-05-27\|79.21\|-3.41\|84.00\|84.77\|78.84\|201257;2026-05-28\|80.69\|1.87\|78.95\|81.60\|78.00\|153906;2026-05-29\|76.12\|-5.66\|82.60\|82.99\|75.00\|180928;2026-06-01\|72.09\|-5.29\|76.99\|77.30\|71.29\|217073;2026-06-02\|77.28\|7.20\|72.94\|80.64\|70.00\|296958;2026-06-03\|77.96\|0.88\|76.61\|79.77\|76.00\|156349;2026-06-04\|83.36\|6.93\|77.00\|85.49\|76.50\|214210;2026-06-05\|83.08\|-0.34\|83.28\|84.43\|81.00\|195623;2026-06-08\|75.31\|-9.35\|80.00\|84.75\|74.70\|236145;2026-06-09\|84.97\|12.83\|77.00\|85.89\|75.00\|291514;2026-06-10\|81.38\|-4.22\|83.44\|84.90\|79.27\|177501;2026-06-11\|85.90\|5.55\|82.80\|88.66\|81.67\|279953;2026-06-12\|80.57\|-6.20\|87.33\|88.50\|78.70\|268016;2026-06-15\|88.34\|9.64\|82.50\|88.50\|81.30\|262662;2026-06-16\|97.00\|9.80\|88.50\|100.96\|87.59\|363071;2026-06-17\|98.40\|1.44\|93.61\|100.99\|93.01\|363213;2026-06-18\|101.50\|3.15\|100.00\|105.48\|98.52\|324339;2026-06-22\|96.80\|-4.63\|101.50\|103.35\|93.58\|361256;2026-06-23\|93.55\|-3.36\|97.00\|97.05\|91.00\|229194;2026-06-24\|100.09\|6.99\|93.00\|102.58\|92.71\|266309;2026-06-25\|117.88\|17.77\|102.00\|119.93\|100.00\|352035;2026-06-26\|115.58\|-1.95\|116.52\|122.73\|113.67\|280376;2026-06-29\|111.61\|-3.43\|119.11\|124.99\|106.54\|295850;2026-06-30\|112.00\|0.35\|110.45\|113.77\|106.50\|233852;2026-07-01\|109.06\|-2.62\|116.46\|120.00\|107.10\|303871;2026-07-02\|98.09\|-10.06\|102.85\|105.31\|97.00\|259155;2026-07-03\|94.91\|-3.24\|98.33\|99.80\|92.20\|226258;2026-07-06\|92.78\|-2.24\|95.80\|98.00\|90.00\|173624;2026-07-07\|88.90\|-4.18\|92.27\|93.34\|88.50\|156560;2026-07-08\|84.29\|-5.19\|89.50\|90.80\|83.83\|202077;2026-07-09\|90.00\|6.77\|86.50\|90.00\|84.50\|170786;2026-07-10\|82.81\|-7.99\|90.01\|92.13\|82.62\|210940;2026-07-13\|77.48\|-6.44\|82.27\|84.18\|76.70\|193308;2026-07-14\|83.35\|7.58\|79.00\|83.88\|75.50\|198975;2026-07-15\|76.86\|-7.79\|84.00\|84.99\|76.37\|163350;2026-07-16\|72.72\|-5.39\|75.87\|78.83\|71.70\|221593;2026-07-17\|63.91\|-12.12\|72.27\|73.00\|63.80\|253840;2026-07-20\|53.69\|-15.99\|67.10\|68.88\|51.60\|432576;2026-07-21\|61.72\|14.96\|55.80\|62.28\|48.95\|399005;2026-07-22\|60.02\|-2.75\|61.41\|64.03\|59.19\|293024;2026-07-23\|59.10\|-1.53\|60.45\|64.47\|58.65\|250058;2026-07-24\|57.48\|-2.74\|57.63\|59.98\|56.27\|181304;2026-07-27\|45.19\|9.95\|41.00\|45.81\|40.69\|376654;2026-07-28\|41.25\|-8.72\|44.46\|45.12\|41.03\|298794;2026-07-29\|41.15\|-0.24\|42.08\|44.64\|38.60\|460283;2026-07-30\|38.25\|-7.05\|40.74\|41.95\|37.36\|375232;2026-07-31\|41.65\|8.89\|41.58\|45.50\|40.50\|506104;2026-08-03\|39.27\|-5.71\|41.65\|41.87\|38.78\|336759;2026-08-04\|41.88\|6.65\|39.50\|42.39\|38.70\|327874;2026-08-05\|45.92\|9.65\|42.49\|46.93\|41.91\|382002;2026-08-06\|46.97\|2.29\|45.00\|48.14\|44.26\|352882;2026-08-07\|47.89\|1.96\|46.95\|48.70\|45.62\|383088;2026-08-10\|47.11\|-1.63\|48.18\|48.70\|45.70\|326105;2026-08-11\|48.66\|3.29\|46.60\|50.78\|46.60\|426748;2026-08-12\|49.90\|2.55\|48.66\|50.65\|47.94\|313260;2026-08-13\|48.01\|-3.79\|50.66\|51.16\|48.00\|296893;2026-08-14\|48.70\|1.44\|49.00\|49.30\|47.74\|222370;2026-08-17\|51.55\|5.85\|49.50\|51.60\|48.93\|301276;2026-08-18\|54.02\|4.79\|52.25\|54.70\|51.56\|411582;2026-08-19\|46.78\|-13.40\|52.53\|52.74\|46.02\|481987;2026-08-20\|46.90\|0.26\|47.07\|48.30\|45.90\|249067;2026-08-21\|50.05\|6.72\|46.50\|50.55\|46.13\|333286;2026-08-24\|50.20\|0.30\|50.21\|51.05\|47.90\|312503;2026-08-25\|51.00\|1.59\|49.01\|51.90\|46.60\|327021;2026-08-26\|50.11\|-1.75\|51.80\|51.80\|49.00\|237543;2026-08-27\|51.49\|2.75\|50.90\|52.38\|50.06\|304415;2026-08-28\|48.89\|-5.05\|52.36\|52.36\|48.85\|290438;2026-08-31\|50.05\|2.37\|47.56\|50.30\|47.10\|279745;2026-09-01\|47.36\|-5.37\|50.01\|50.37\|46.90\|278939;2026-09-02\|47.55\|0.40\|46.08\|48.30\|45.76\|183008;2026-09-03\|47.36\|-0.40\|48.58\|48.85\|46.50\|167877;2026-09-04\|46.57\|-1.67\|48.20\|49.93\|46.18\|233331;2026-09-07\|47.71\|2.45\|47.28\|48.39\|47.06\|226242;2026-09-08\|46.59\|-2.35\|47.71\|48.94\|46.38\|222669;2026-09-09\|49.30\|5.82\|47.10\|50.62\|46.86\|364979;2026-09-10\|53.59\|8.70\|49.96\|55.80\|48.54\|509729;2026-09-11\|52.17\|-2.65\|54.55\|54.55\|49.99\|345709;2026-09-14\|52.51\|0.65\|52.03\|53.49\|50.11\|268554

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

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yuanbaoreason