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
118603		黄金+白银+并购扩张行业原因：中银证券发布研报称，进入2026年，随着市场进入牛市第二阶段“盈利驱动上涨阶段”，在“反内卷”和扩内需驱动下，国内再通膨叙事强化，有色金属的强周期属性有望体现，而金融属性及产业趋势将为行业带来重估机遇。公司原因： 1、据2026年1月17日公告，银都矿业完成拜仁达坝银多金属矿采矿权整合并取得新采矿许可证，有效期自2025年12月29日至2031年12月28日。 2、据2026年1月8日公告，公司已完成收购伊春金石矿业60%股权，新增铜钼矿探矿权；2026年1月13日公告拟收购广西来宾金石矿业55%股权，持续扩张金银铜铅锌资源储备。 3、据2025年4月29日公告，公司控股7家矿业子公司，累计查明银金属量约1.2万吨、金金属量约34吨，年采选能力近200万吨，为国内白银龙头。 4、据2025年半年报，公司主营贵金属、有色金属矿的采选和销售，下属7家矿业子公司。银都矿业、光大矿业和金都矿业为银铅锌矿矿山，金山矿业为银金矿矿山，以上4座矿山均为在产矿山。	公司预计中报净利润同比增长399.31%-470.64%，因“采矿及选矿能力有所提升，产能逐渐释放，2026年上半年度产品产销量增加；另外，叠加贵金属价格上涨，公司矿山主要产品销售价格较上年同期上涨，推动公司经营业绩同比显著增长”	2026-03-02\|56.57\|8.79\|53.80\|56.96\|50.54\|626812;2026-03-03\|50.91\|-10.01\|53.61\|54.72\|50.91\|442888;2026-03-04\|49.00\|-3.75\|47.15\|50.22\|47.13\|342101;2026-03-05\|47.94\|-2.16\|49.55\|49.90\|47.22\|267799;2026-03-06\|47.66\|-0.58\|46.86\|48.98\|46.56\|211647;2026-03-09\|46.83\|-1.74\|47.66\|47.66\|44.58\|326026;2026-03-10\|48.20\|2.93\|48.30\|49.17\|47.91\|196252;2026-03-11\|46.76\|-2.99\|48.59\|48.66\|46.60\|174695;2026-03-12\|45.61\|-2.46\|46.50\|46.65\|44.90\|186608;2026-03-13\|44.30\|-2.87\|45.22\|46.80\|44.25\|191502;2026-03-16\|42.62\|-3.79\|43.02\|44.50\|41.38\|262831;2026-03-17\|42.65\|0.07\|42.92\|43.91\|42.54\|167306;2026-03-18\|43.03\|0.89\|42.65\|43.68\|42.01\|185055;2026-03-19\|39.63\|-7.90\|41.40\|42.18\|39.45\|304225;2026-03-20\|38.99\|-1.61\|40.42\|41.30\|38.90\|320291;2026-03-23\|35.09\|-10.00\|38.29\|38.59\|35.09\|390007;2026-03-24\|36.68\|4.53\|36.39\|36.78\|35.09\|348040;2026-03-25\|38.46\|4.85\|38.63\|39.65\|38.12\|359758;2026-03-26\|37.92\|-1.40\|38.46\|38.75\|37.50\|179282;2026-03-27\|38.48\|1.48\|37.26\|38.85\|36.78\|176392;2026-03-30\|38.80\|0.83\|38.24\|38.98\|37.49\|178071;2026-03-31\|38.80\|0.00\|39.28\|40.60\|38.76\|234875;2026-04-01\|39.95\|2.96\|40.20\|40.75\|39.35\|214867;2026-04-02\|38.65\|-3.25\|39.50\|39.53\|38.12\|221779;2026-04-03\|38.62\|-0.08\|39.05\|39.30\|37.87\|118452;2026-04-07\|39.04\|1.09\|38.62\|39.45\|38.48\|133547;2026-04-08\|42.08\|7.79\|41.31\|42.49\|41.11\|296204;2026-04-09\|41.10\|-2.33\|40.31\|41.43\|40.12\|182194;2026-04-10\|40.51\|-1.44\|41.40\|41.70\|40.47\|151045;2026-04-13\|40.84\|0.81\|40.13\|41.12\|39.93\|135813;2026-04-14\|41.13\|0.71\|41.25\|41.79\|40.52\|152188;2026-04-15\|40.14\|-2.41\|42.27\|42.48\|40.01\|248189;2026-04-16\|41.17\|2.57\|40.60\|41.59\|40.12\|185217;2026-04-17\|41.04\|-0.32\|40.71\|41.60\|40.54\|160519;2026-04-20\|41.19\|0.37\|41.30\|42.29\|40.93\|216268;2026-04-21\|41.07\|-0.29\|41.00\|41.39\|40.10\|135815;2026-04-22\|41.19\|0.29\|40.69\|41.45\|39.72\|166209;2026-04-23\|38.43\|-6.70\|41.35\|41.53\|37.90\|352512;2026-04-24\|37.71\|-1.87\|37.84\|38.39\|36.80\|203967;2026-04-27\|37.76\|0.13\|37.39\|38.28\|37.11\|149443;2026-04-28\|36.70\|-2.81\|37.55\|37.68\|36.45\|147321;2026-04-29\|37.50\|2.18\|35.90\|37.55\|35.50\|169543;2026-04-30\|36.48\|-2.72\|37.09\|37.60\|36.17\|204113;2026-05-06\|37.79\|3.59\|36.85\|37.95\|36.38\|243526;2026-05-07\|38.95\|3.07\|38.99\|39.98\|38.00\|349958;2026-05-08\|40.17\|3.13\|39.01\|40.68\|39.00\|330169;2026-05-11\|39.46\|-1.77\|40.00\|40.37\|39.01\|247631;2026-05-12\|39.10\|-0.91\|41.00\|41.31\|39.08\|341113;2026-05-13\|38.79\|-0.79\|40.00\|40.15\|38.59\|214177;2026-05-14\|37.43\|-3.51\|39.39\|39.49\|37.30\|217786;2026-05-15\|35.02\|-6.44\|36.76\|36.88\|34.58\|274368;2026-05-18\|34.18\|-2.40\|34.39\|34.54\|33.47\|170476;2026-05-19\|33.56\|-1.81\|34.17\|34.18\|32.98\|170342;2026-05-20\|33.04\|-1.55\|32.64\|33.61\|32.30\|186753;2026-05-21\|32.40\|-1.94\|33.66\|33.99\|32.30\|171342;2026-05-22\|33.05\|2.01\|32.53\|33.49\|31.91\|138265;2026-05-25\|34.02\|2.93\|33.70\|34.05\|32.88\|167101;2026-05-26\|34.52\|1.47\|33.50\|34.72\|33.07\|185162;2026-05-27\|32.24\|-6.60\|34.29\|34.58\|32.00\|170695;2026-05-28\|31.93\|-0.96\|31.50\|32.18\|30.81\|197190;2026-05-29\|30.90\|-3.23\|32.60\|33.26\|30.72\|172874;2026-06-01\|30.87\|-0.10\|30.74\|31.45\|30.29\|133672;2026-06-02\|31.77\|2.92\|31.05\|32.05\|30.00\|165120;2026-06-03\|31.26\|-1.61\|31.23\|32.06\|30.82\|145410;2026-06-04\|30.12\|-3.65\|30.94\|31.10\|30.05\|156466;2026-06-05\|29.71\|-1.36\|30.12\|30.39\|29.46\|138920;2026-06-08\|27.59\|-7.14\|28.12\|28.80\|27.00\|193401;2026-06-09\|27.94\|1.71\|27.80\|28.08\|26.90\|149609;2026-06-10\|27.20\|-2.65\|27.51\|27.66\|26.62\|179639;2026-06-11\|27.90\|2.57\|27.20\|28.45\|26.99\|222654;2026-06-12\|29.17\|4.55\|28.72\|29.88\|28.24\|237762;2026-06-15\|30.79\|5.55\|30.48\|31.14\|29.77\|296573;2026-06-16\|27.71\|-10.00\|28.32\|28.76\|27.71\|170110;2026-06-17\|26.52\|-4.29\|26.11\|27.45\|25.71\|849593;2026-06-18\|26.34\|-0.68\|26.04\|27.85\|25.83\|484735;2026-06-22\|27.55\|4.59\|26.64\|27.68\|25.76\|414999;2026-06-23\|24.80\|-9.98\|27.29\|27.29\|24.80\|373682;2026-06-24\|24.34\|-1.85\|24.49\|24.75\|23.60\|346915;2026-06-25\|23.11\|-5.05\|23.76\|23.95\|22.96\|298130;2026-06-26\|21.17\|-8.39\|23.25\|23.28\|20.91\|263010;2026-06-29\|21.00\|-0.80\|21.18\|21.57\|20.43\|272861;2026-06-30\|23.10\|10.00\|23.10\|23.10\|23.10\|74714;2026-07-01\|25.41\|10.00\|24.25\|25.41\|23.57\|517788;2026-07-02\|24.72\|-2.72\|26.62\|26.69\|24.64\|912535;2026-07-03\|24.42\|-1.21\|25.45\|26.33\|24.11\|748947;2026-07-06\|24.12\|-1.23\|24.53\|26.00\|24.12\|669139;2026-07-07\|22.35\|-7.34\|24.00\|24.01\|22.29\|457572;2026-07-08\|22.07\|-1.25\|22.31\|23.17\|21.71\|368583;2026-07-09\|21.04\|-4.67\|21.80\|22.30\|20.82\|234029
118602		AI数智化+量子科技+城市更新+北京国资行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年4月24日年报，公司参与设立南京云盟量子科技有限公司并持股40%，打造量子计算研发服务平台；据2026年5月30日机构调研，该公司运营国内首台1000量子比特光量子专用型计算机，为医药、金融、AI等行业提供量子计算应用。 2、据2026年5月30日机构调研，公司空间数智化服务提供AI+行业应用解决方案、算力产业协同服务等，2025年新增70项知识产权与资质，业务场景实现多领域覆盖。 3、公司最终控制人为北京市人民政府国有资产监督管理委员会，主营业务涵盖科技产业服务、空间数智化服务及科技城市更新。	1、公司以科技园区开发运营为核心，聚焦产业地产开发、科技服务及资产运营，开发类型涵盖科技产业园、企业总部基地、创新孵化空间等； 2、公司与入驻企业玻色量子签署合作协议，计划共建“南京/苏州-北京-成都-厦门/深圳”量子计算应用生态圈	2026-03-02\|5.10\|-2.86\|5.15\|5.20\|5.06\|191114;2026-03-03\|4.91\|-3.73\|5.12\|5.14\|4.91\|157076;2026-03-04\|4.97\|1.22\|4.93\|5.03\|4.92\|102605;2026-03-05\|5.11\|2.82\|5.03\|5.17\|5.01\|134173;2026-03-06\|5.16\|0.98\|5.07\|5.16\|5.05\|110422;2026-03-09\|5.10\|-1.16\|5.10\|5.12\|5.01\|102431;2026-03-10\|5.15\|0.98\|5.10\|5.15\|5.10\|81050;2026-03-11\|5.05\|-1.94\|5.15\|5.15\|5.03\|108609;2026-03-12\|5.01\|-0.79\|5.05\|5.07\|5.00\|92438;2026-03-13\|4.98\|-0.60\|5.02\|5.04\|4.97\|87062;2026-03-16\|5.02\|0.80\|4.98\|5.04\|4.95\|83226;2026-03-17\|5.00\|-0.40\|5.03\|5.12\|4.99\|105246;2026-03-18\|5.00\|0.00\|4.99\|5.01\|4.91\|110890;2026-03-19\|4.87\|-2.60\|4.94\|4.97\|4.87\|113279;2026-03-20\|4.75\|-2.46\|4.91\|4.91\|4.75\|109404;2026-03-23\|4.46\|-6.11\|4.67\|4.70\|4.42\|153045;2026-03-24\|4.68\|4.93\|4.53\|4.69\|4.50\|136705;2026-03-25\|4.77\|1.92\|4.68\|4.80\|4.68\|104154;2026-03-26\|4.64\|-2.73\|4.78\|4.82\|4.62\|89079;2026-03-27\|4.72\|1.72\|4.57\|4.74\|4.57\|68744;2026-03-30\|4.70\|-0.42\|4.66\|4.72\|4.62\|75401;2026-03-31\|4.65\|-1.06\|4.67\|4.79\|4.64\|85463;2026-04-01\|4.68\|0.65\|4.70\|4.73\|4.64\|70674;2026-04-02\|4.56\|-2.56\|4.68\|4.68\|4.53\|85520;2026-04-03\|4.44\|-2.63\|4.58\|4.58\|4.42\|80545;2026-04-07\|4.55\|2.48\|4.45\|4.56\|4.42\|89701;2026-04-08\|4.73\|3.96\|4.62\|4.73\|4.60\|102514;2026-04-09\|4.61\|-2.54\|4.72\|4.72\|4.59\|75083;2026-04-10\|4.72\|2.39\|4.64\|4.84\|4.64\|135608;2026-04-13\|4.86\|2.97\|4.69\|4.88\|4.66\|159601;2026-04-14\|5.07\|4.32\|4.90\|5.10\|4.82\|248481;2026-04-15\|5.08\|0.20\|5.11\|5.52\|5.00\|536767;2026-04-16\|5.22\|2.76\|5.01\|5.32\|4.99\|511017;2026-04-17\|5.07\|-2.87\|5.17\|5.23\|5.03\|325284;2026-04-20\|4.97\|-1.97\|5.04\|5.08\|4.93\|206165;2026-04-21\|4.83\|-2.82\|4.95\|4.96\|4.78\|163836;2026-04-22\|5.08\|5.18\|4.83\|5.10\|4.81\|227702;2026-04-23\|5.01\|-1.38\|5.07\|5.10\|4.96\|151935;2026-04-24\|5.04\|0.60\|5.00\|5.13\|4.95\|183208;2026-04-27\|4.96\|-1.59\|5.06\|5.06\|4.85\|143161;2026-04-28\|4.88\|-1.61\|4.93\|4.98\|4.85\|117286;2026-04-29\|4.98\|2.05\|4.89\|5.01\|4.88\|132634;2026-04-30\|5.10\|2.41\|4.95\|5.12\|4.92\|176939;2026-05-06\|5.17\|1.37\|5.09\|5.20\|5.04\|172201;2026-05-07\|5.18\|0.19\|5.21\|5.22\|5.09\|139897;2026-05-08\|5.31\|2.51\|5.18\|5.39\|5.16\|352353;2026-05-11\|5.36\|0.94\|5.25\|5.53\|5.20\|399421;2026-05-12\|5.22\|-2.61\|5.35\|5.36\|5.13\|249680;2026-05-13\|5.49\|5.17\|5.19\|5.68\|5.12\|512929;2026-05-14\|5.38\|-2.00\|5.56\|5.79\|5.35\|429806;2026-05-15\|5.31\|-1.30\|5.43\|5.49\|5.29\|289034;2026-05-18\|5.18\|-2.45\|5.28\|5.29\|5.12\|195957;2026-05-19\|5.23\|0.97\|5.21\|5.37\|5.15\|223294;2026-05-20\|5.10\|-2.49\|5.19\|5.25\|5.08\|190856;2026-05-21\|4.94\|-3.14\|5.18\|5.30\|4.92\|270733;2026-05-22\|5.09\|3.04\|4.99\|5.12\|4.96\|177716;2026-05-25\|5.00\|-1.77\|5.06\|5.12\|4.86\|233888;2026-05-26\|4.94\|-1.20\|4.98\|5.05\|4.84\|176747;2026-05-27\|4.70\|-4.86\|4.91\|4.93\|4.68\|157102;2026-05-28\|4.81\|2.34\|4.71\|4.84\|4.66\|168483;2026-05-29\|4.71\|-2.08\|4.83\|5.08\|4.68\|257579;2026-06-01\|4.77\|1.27\|4.62\|4.83\|4.53\|190768;2026-06-02\|4.67\|-2.10\|4.77\|4.77\|4.56\|136333;2026-06-03\|4.59\|-1.71\|4.67\|4.68\|4.55\|140146;2026-06-04\|4.48\|-2.40\|4.59\|4.65\|4.44\|126872;2026-06-05\|4.52\|0.89\|4.47\|4.60\|4.42\|124176;2026-06-08\|4.42\|-2.21\|4.41\|4.55\|4.34\|132143;2026-06-09\|4.38\|-0.91\|4.44\|4.45\|4.30\|107196;2026-06-10\|4.37\|-0.23\|4.36\|4.43\|4.30\|89986;2026-06-11\|4.33\|-0.92\|4.37\|4.39\|4.28\|92837;2026-06-12\|4.35\|0.46\|4.35\|4.41\|4.27\|116075;2026-06-15\|4.30\|-1.15\|4.34\|4.43\|4.28\|129281;2026-06-16\|4.32\|0.47\|4.29\|4.40\|4.17\|157916;2026-06-17\|4.21\|-2.55\|4.35\|4.35\|4.20\|123973;2026-06-18\|4.12\|-2.14\|4.18\|4.23\|4.10\|102958;2026-06-22\|4.20\|1.94\|4.10\|4.23\|3.98\|188751;2026-06-23\|4.22\|0.48\|4.15\|4.29\|4.13\|126614;2026-06-24\|4.02\|-4.74\|4.20\|4.20\|4.00\|133108;2026-06-25\|3.93\|-2.24\|4.02\|4.03\|3.88\|134131;2026-06-26\|3.79\|-3.56\|3.93\|3.93\|3.78\|127089;2026-06-29\|3.74\|-1.32\|3.78\|3.82\|3.67\|119663;2026-06-30\|3.72\|-0.53\|3.72\|3.78\|3.66\|107854;2026-07-01\|4.09\|9.95\|3.72\|4.09\|3.70\|160112;2026-07-02\|4.11\|0.49\|4.10\|4.40\|4.09\|321928;2026-07-03\|3.96\|-3.65\|4.17\|4.18\|3.92\|195907;2026-07-06\|3.96\|0.00\|3.99\|4.06\|3.93\|134946;2026-07-07\|3.86\|-2.53\|3.96\|3.99\|3.83\|104646;2026-07-08\|3.89\|0.78\|3.88\|3.90\|3.80\|103823;2026-07-09\|3.82\|-1.80\|3.91\|3.96\|3.80\|64706
118601		城市更新+轻资产运营+商业物业经营行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年2月28日年报，公司深耕城市更新领域，致力于老旧物业的重新定位、设计改造、招商运营，是国内首家上市的轻资产存量资产运营商，截至2025年末在管项目67个，在管面积约132万平方米。 2、据2026年6月11日互动易，公司坚定看好城市更新赛道，在营项目多处于上海、北京、杭州、南京核心地段，通过深化以价换量、提升运营服务、组建专业化招商团队、推出HUB精装拎包入住办公产品等举措修复在管项目出租率。 3、据2026年2月28日年报，公司主营商办运营及物业管理，通过承租具有商业价值提升空间的城市老旧物业进行改造并招商运营，获取租金及物业管理等收入。	商用物业全价值链集成服务商；公司主营业务为城市老旧物业、低效存量商用物业的定位设计、改造、招商、运营和服务	2026-03-02\|8.23\|-2.14\|8.30\|8.73\|8.15\|197831;2026-03-03\|7.59\|-7.78\|8.34\|8.41\|7.53\|267604;2026-03-04\|7.46\|-1.71\|7.74\|7.74\|7.37\|147504;2026-03-05\|7.35\|-1.47\|7.50\|7.70\|7.30\|156198;2026-03-06\|7.33\|-0.27\|7.35\|7.46\|7.20\|111697;2026-03-09\|7.15\|-2.46\|7.29\|7.30\|7.02\|132682;2026-03-10\|7.29\|1.96\|7.15\|7.33\|7.11\|77183;2026-03-11\|7.16\|-1.78\|7.30\|7.36\|7.09\|95202;2026-03-12\|6.93\|-3.21\|7.17\|7.17\|6.88\|93433;2026-03-13\|6.96\|0.43\|6.90\|7.09\|6.88\|80123;2026-03-16\|7.11\|2.16\|6.96\|7.16\|6.92\|109523;2026-03-17\|6.96\|-2.11\|7.09\|7.31\|6.93\|125206;2026-03-18\|6.95\|-0.14\|6.97\|7.13\|6.90\|125436;2026-03-19\|6.54\|-5.90\|6.89\|6.89\|6.39\|199254;2026-03-20\|6.65\|1.68\|6.54\|6.82\|6.54\|144333;2026-03-23\|6.16\|-7.37\|6.65\|6.66\|6.06\|151067;2026-03-24\|6.54\|6.17\|6.25\|6.56\|6.17\|131770;2026-03-25\|6.70\|2.45\|6.60\|6.77\|6.55\|77687;2026-03-26\|6.59\|-1.64\|6.72\|6.79\|6.57\|52911;2026-03-27\|6.65\|0.91\|6.47\|6.68\|6.45\|64818;2026-03-30\|6.84\|2.86\|6.62\|6.85\|6.51\|97794;2026-03-31\|6.53\|-4.53\|7.00\|7.38\|6.49\|207560;2026-04-01\|6.53\|0.00\|6.65\|6.71\|6.48\|104642;2026-04-02\|6.35\|-2.76\|6.56\|6.56\|6.31\|71427;2026-04-03\|6.11\|-3.78\|6.39\|6.39\|6.08\|79398;2026-04-07\|6.29\|2.95\|6.12\|6.31\|6.09\|86516;2026-04-08\|6.22\|2.47\|6.17\|6.28\|6.06\|85457;2026-04-09\|6.18\|-0.64\|6.22\|6.33\|6.18\|68665;2026-04-10\|6.31\|2.10\|6.18\|6.38\|6.18\|59610;2026-04-13\|6.94\|9.98\|6.35\|6.94\|6.27\|116191;2026-04-14\|7.01\|1.01\|7.48\|7.63\|6.94\|573015;2026-04-15\|7.00\|-0.14\|6.92\|7.09\|6.63\|400783;2026-04-16\|7.25\|3.57\|7.01\|7.41\|6.95\|313791;2026-04-17\|7.26\|0.14\|7.32\|7.37\|7.20\|163767;2026-04-20\|7.20\|-0.83\|7.08\|7.22\|6.90\|208325;2026-04-21\|6.99\|-2.92\|7.44\|7.44\|6.92\|154158;2026-04-22\|7.13\|2.00\|6.96\|7.15\|6.82\|161618;2026-04-23\|7.12\|-0.14\|7.20\|7.40\|7.09\|135222;2026-04-24\|7.35\|3.23\|7.07\|7.35\|6.98\|152510;2026-04-27\|7.85\|6.80\|7.24\|8.09\|7.18\|421874;2026-04-28\|8.38\|6.75\|7.81\|8.48\|7.77\|396358;2026-04-29\|8.47\|1.07\|8.32\|8.60\|8.21\|213026;2026-04-30\|8.65\|2.13\|8.59\|8.82\|8.47\|189389;2026-05-06\|8.64\|-0.12\|8.65\|8.89\|8.24\|198063;2026-05-07\|8.41\|-2.66\|8.61\|8.64\|8.37\|211444;2026-05-08\|8.26\|-1.78\|8.44\|8.51\|8.16\|181429;2026-05-11\|8.69\|5.21\|8.30\|8.89\|7.99\|217085;2026-05-12\|9.56\|10.01\|8.69\|9.56\|8.69\|272021;2026-05-13\|9.28\|-2.93\|9.52\|9.73\|9.20\|430095;2026-05-14\|9.06\|-2.37\|9.27\|9.44\|9.03\|201698;2026-05-15\|9.03\|-0.33\|8.96\|9.23\|8.82\|192139;2026-05-18\|8.93\|-1.11\|9.00\|9.07\|8.43\|134251;2026-05-19\|8.76\|-1.90\|9.00\|9.22\|8.64\|134672;2026-05-20\|9.02\|2.97\|8.80\|9.13\|8.67\|134906;2026-05-21\|8.76\|-2.88\|8.96\|9.35\|8.60\|161225;2026-05-22\|8.80\|0.46\|8.80\|9.20\|8.70\|113225;2026-05-25\|8.50\|-3.41\|8.82\|9.00\|8.27\|141841;2026-05-26\|8.23\|-3.18\|8.42\|8.49\|8.10\|135698;2026-05-27\|8.28\|0.61\|8.22\|8.39\|7.80\|174067;2026-05-28\|9.11\|10.02\|8.28\|9.11\|8.14\|130373;2026-05-29\|8.92\|-2.09\|9.11\|9.20\|8.70\|324119;2026-06-01\|9.23\|3.48\|8.65\|9.55\|8.60\|255975;2026-06-02\|9.19\|-0.43\|9.03\|9.28\|8.96\|159073;2026-06-03\|8.97\|-2.39\|9.13\|9.26\|8.85\|141427;2026-06-04\|8.56\|-4.57\|8.96\|9.09\|8.49\|118124;2026-06-05\|8.61\|0.58\|8.56\|8.75\|8.38\|96204;2026-06-08\|8.40\|-2.44\|8.40\|8.73\|8.33\|105524;2026-06-09\|8.30\|-1.19\|8.40\|8.54\|8.08\|101232;2026-06-10\|8.35\|0.60\|8.48\|8.50\|8.02\|85131;2026-06-11\|8.29\|-0.72\|8.27\|8.55\|8.12\|86981;2026-06-12\|8.39\|1.21\|8.46\|8.59\|8.23\|86521;2026-06-15\|8.30\|-1.07\|8.39\|8.59\|8.25\|119643;2026-06-16\|8.09\|-2.53\|8.29\|8.32\|7.95\|117687;2026-06-17\|8.04\|-0.62\|8.18\|8.18\|7.85\|85335;2026-06-18\|7.86\|-2.24\|7.97\|8.00\|7.80\|74476;2026-06-22\|7.26\|-7.63\|7.81\|7.82\|7.07\|202801;2026-06-23\|7.56\|4.13\|7.19\|7.58\|7.18\|120719;2026-06-24\|7.84\|3.70\|7.54\|8.30\|7.42\|192193;2026-06-25\|7.36\|-6.12\|7.93\|7.99\|7.33\|129168;2026-06-26\|7.36\|0.00\|7.29\|7.79\|7.26\|104002;2026-06-29\|7.70\|4.62\|7.48\|7.75\|7.27\|173668;2026-06-30\|7.40\|-3.90\|7.70\|7.95\|7.27\|128806;2026-07-01\|8.14\|10.00\|7.60\|8.14\|7.46\|180843;2026-07-02\|8.71\|7.00\|8.12\|8.85\|7.97\|276526;2026-07-03\|8.97\|2.99\|8.51\|9.02\|8.51\|185193;2026-07-06\|8.07\|-10.03\|8.48\|8.64\|8.07\|198740;2026-07-07\|8.14\|0.87\|7.85\|8.59\|7.85\|180527;2026-07-08\|8.00\|-1.72\|8.13\|8.30\|7.92\|101066;2026-07-09\|7.88\|-1.50\|8.01\|8.14\|7.82\|51178
118600		房地产+资产出售+跨界并购+国企行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月12日异动公告，公司正在筹划公司部分房地产开发业务相关资产及负债出售事宜，交易意向方为公司实际控制人西安高科集团有限公司或其指定的关联方；据2026年6月30日互动易，相关工作仍在推进中。 2、据2026年5月20日互动易及业绩说明会，公司确立以“跨界并购为核心，基金培育产业链与‘投参控’衔接为两翼”的发展战略，联合专业投行与产业基金，已初步锁定目标产业的细分领域，加快推进新产业落地。 3、据2026年4月27日年报，公司控股股东为西安高新技术产业开发区房地产开发有限公司，最终控制人为西安高新技术产业开发区管理委员会，是一家以房地产开发为主业的国有企业。	立足西安的房地产开发商	2026-03-02\|3.50\|-3.31\|3.55\|3.58\|3.42\|145595;2026-03-03\|3.45\|-1.43\|3.49\|3.57\|3.43\|112240;2026-03-04\|3.43\|-0.58\|3.44\|3.46\|3.38\|86623;2026-03-05\|3.46\|0.87\|3.46\|3.51\|3.42\|114150;2026-03-06\|3.57\|3.18\|3.45\|3.57\|3.38\|137312;2026-03-09\|3.50\|-1.96\|3.56\|3.56\|3.44\|126475;2026-03-10\|3.56\|1.71\|3.51\|3.56\|3.50\|93490;2026-03-11\|3.54\|-0.56\|3.54\|3.59\|3.50\|89080;2026-03-12\|3.52\|-0.56\|3.54\|3.57\|3.51\|68810;2026-03-13\|3.52\|0.00\|3.52\|3.58\|3.49\|89977;2026-03-16\|3.54\|0.57\|3.52\|3.61\|3.50\|106186;2026-03-17\|3.57\|0.85\|3.55\|3.66\|3.55\|85401;2026-03-18\|3.50\|-1.96\|3.59\|3.59\|3.44\|96528;2026-03-19\|3.40\|-2.86\|3.49\|3.53\|3.38\|97804;2026-03-20\|3.34\|-1.76\|3.38\|3.45\|3.29\|109311;2026-03-23\|3.10\|-7.19\|3.26\|3.28\|3.05\|154202;2026-03-24\|3.26\|5.16\|3.14\|3.26\|3.08\|145021;2026-03-25\|3.39\|3.99\|3.26\|3.39\|3.23\|99586;2026-03-26\|3.34\|-1.47\|3.38\|3.45\|3.33\|101385;2026-03-27\|3.41\|2.10\|3.36\|3.41\|3.30\|92993;2026-03-30\|3.43\|0.59\|3.39\|3.45\|3.33\|110730;2026-03-31\|3.39\|-1.17\|3.42\|3.53\|3.37\|118935;2026-04-01\|3.36\|-0.89\|3.41\|3.46\|3.31\|113758;2026-04-02\|3.28\|-2.38\|3.35\|3.38\|3.24\|100064;2026-04-03\|3.07\|-6.40\|3.30\|3.30\|3.05\|119048;2026-04-07\|3.16\|2.93\|3.06\|3.18\|3.01\|154756;2026-04-08\|3.25\|2.85\|3.23\|3.27\|3.18\|120775;2026-04-09\|3.16\|-2.77\|3.26\|3.26\|3.13\|101694;2026-04-10\|3.19\|0.95\|3.19\|3.24\|3.17\|83358;2026-04-13\|3.26\|2.19\|3.18\|3.26\|3.16\|119908;2026-04-14\|3.29\|0.92\|3.30\|3.35\|3.22\|109511;2026-04-15\|3.16\|-3.95\|3.28\|3.29\|3.15\|107987;2026-04-16\|3.24\|2.53\|3.18\|3.24\|3.13\|105696;2026-04-17\|3.23\|-0.31\|3.25\|3.26\|3.16\|108291;2026-04-20\|3.23\|0.00\|3.24\|3.25\|3.14\|96053;2026-04-21\|3.25\|0.62\|3.24\|3.28\|3.20\|89753;2026-04-22\|3.21\|-1.23\|3.24\|3.26\|3.19\|76309;2026-04-23\|3.21\|0.00\|3.22\|3.24\|3.14\|93158;2026-04-24\|3.24\|0.93\|3.22\|3.27\|3.17\|113028;2026-04-27\|3.44\|6.17\|3.23\|3.51\|3.21\|234509;2026-04-28\|3.45\|0.29\|3.45\|3.47\|3.34\|170013;2026-04-29\|3.54\|2.61\|3.46\|3.57\|3.42\|177247;2026-04-30\|3.60\|1.69\|3.51\|3.62\|3.51\|152394;2026-05-06\|3.57\|-0.83\|3.60\|3.61\|3.53\|150374;2026-05-07\|3.48\|-2.52\|3.58\|3.60\|3.46\|136676;2026-05-08\|3.50\|0.57\|3.50\|3.52\|3.43\|142555;2026-05-11\|3.51\|0.29\|3.50\|3.55\|3.46\|125823;2026-05-12\|3.47\|-1.14\|3.50\|3.52\|3.44\|112204;2026-05-13\|3.41\|-1.73\|3.48\|3.48\|3.39\|110200;2026-05-14\|3.35\|-1.76\|3.42\|3.43\|3.35\|114191;2026-05-15\|3.27\|-2.39\|3.37\|3.37\|3.23\|131347;2026-05-18\|3.32\|1.53\|3.25\|3.32\|3.18\|126392;2026-05-19\|3.38\|1.81\|3.33\|3.39\|3.29\|107178;2026-05-20\|3.37\|-0.30\|3.37\|3.44\|3.34\|140583;2026-05-21\|3.15\|-6.53\|3.36\|3.37\|3.14\|152729;2026-05-22\|3.38\|7.30\|3.18\|3.47\|3.14\|282544;2026-05-25\|3.36\|-0.59\|3.32\|3.60\|3.31\|248619;2026-05-26\|3.22\|-4.17\|3.40\|3.43\|3.18\|173494;2026-05-27\|3.20\|-0.62\|3.23\|3.32\|3.15\|161538;2026-05-28\|3.27\|2.19\|3.18\|3.29\|3.15\|121862;2026-05-29\|3.25\|-0.61\|3.26\|3.38\|3.22\|137343;2026-06-01\|3.50\|7.69\|3.19\|3.58\|3.13\|415846;2026-06-02\|3.42\|-2.29\|3.51\|3.58\|3.37\|270708;2026-06-03\|3.42\|0.00\|3.38\|3.48\|3.27\|193324;2026-06-04\|3.48\|1.75\|3.41\|3.52\|3.34\|216588;2026-06-05\|3.51\|0.86\|3.45\|3.63\|3.45\|229936;2026-06-08\|3.42\|-2.56\|3.45\|3.51\|3.36\|162399;2026-06-09\|3.36\|-1.75\|3.46\|3.47\|3.23\|195026;2026-06-10\|3.70\|10.12\|3.38\|3.70\|3.33\|623397;2026-06-11\|4.07\|10.00\|3.94\|4.07\|3.94\|356765;2026-06-12\|3.99\|-1.97\|3.87\|4.18\|3.75\|973904;2026-06-15\|3.84\|-3.76\|3.85\|3.93\|3.78\|580363;2026-06-16\|3.83\|-0.26\|3.84\|3.90\|3.71\|456083;2026-06-17\|3.62\|-5.48\|3.80\|3.80\|3.55\|391279;2026-06-18\|3.57\|-1.38\|3.60\|3.62\|3.47\|267392;2026-06-22\|3.58\|0.28\|3.60\|3.61\|3.46\|232810;2026-06-23\|3.63\|1.40\|3.53\|3.69\|3.48\|291555;2026-06-24\|3.46\|-4.68\|3.60\|3.62\|3.27\|380507;2026-06-25\|3.37\|-2.60\|3.45\|3.48\|3.33\|183568;2026-06-26\|3.13\|-7.12\|3.33\|3.39\|3.11\|253745;2026-06-29\|2.92\|-6.71\|3.16\|3.16\|2.82\|276301;2026-06-30\|2.89\|-1.03\|2.88\|3.02\|2.84\|156541;2026-07-01\|3.18\|10.03\|2.95\|3.18\|2.83\|255934;2026-07-02\|3.09\|-2.83\|3.17\|3.31\|3.08\|262406;2026-07-03\|3.11\|0.65\|3.11\|3.26\|3.10\|183878;2026-07-06\|3.03\|-2.57\|3.13\|3.15\|3.02\|158355;2026-07-07\|3.11\|2.64\|3.02\|3.18\|2.96\|225284;2026-07-08\|3.06\|-1.61\|3.08\|3.26\|3.03\|145899;2026-07-09\|2.96\|-3.27\|3.06\|3.06\|2.94\|98964
118599		商业地产+并购转型预期+国资行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月24日互动易，公司在稳固现有产业基础上，围绕“新质生产力”中新材料、新能源、新基建等战略新兴行业，寻求投资并购机会，内部设有产业发展部负责潜在项目的研究筛选评估。 2、据2026年4月3日年报，公司核心商业地产业务以宁波城市广场开发经营有限公司为主体，核心项目为天一广场，可供经营面积17.06万平方米，并受托经营和义大道购物中心、月湖盛园。 3、据2025年年度报告，公司实控人为宁波市人民政府国有资产监督管理委员会，将立足“商业地产+水泥建材”双主业，培育壮大新兴产业，实现从传统国企向“新质生产力标杆企业”的跨越。	公司主要从事商业地产的出租、自营联营及托管业务	2026-03-02\|6.60\|-4.49\|6.98\|6.98\|6.40\|215637;2026-03-03\|6.58\|-0.30\|6.63\|6.78\|6.50\|182018;2026-03-04\|6.34\|-3.65\|6.50\|6.73\|6.31\|171928;2026-03-05\|6.50\|2.52\|6.46\|6.64\|6.37\|151783;2026-03-06\|6.55\|0.77\|6.48\|6.62\|6.40\|91904;2026-03-09\|6.57\|0.31\|6.58\|6.72\|6.47\|128633;2026-03-10\|6.57\|0.00\|6.57\|6.67\|6.39\|138944;2026-03-11\|6.65\|1.22\|6.55\|6.86\|6.54\|192182;2026-03-12\|6.57\|-1.20\|6.64\|6.69\|6.53\|104539;2026-03-13\|6.52\|-0.76\|6.58\|6.68\|6.48\|95725;2026-03-16\|6.39\|-1.99\|6.49\|6.59\|6.36\|114002;2026-03-17\|6.27\|-1.88\|6.36\|6.47\|6.26\|134619;2026-03-18\|6.27\|0.00\|6.26\|6.29\|6.20\|80358;2026-03-19\|6.05\|-3.51\|6.22\|6.24\|6.00\|109033;2026-03-20\|5.89\|-2.64\|6.07\|6.10\|5.87\|95173;2026-03-23\|5.48\|-6.96\|5.75\|5.80\|5.44\|137818;2026-03-24\|5.73\|4.56\|5.58\|5.74\|5.52\|139286;2026-03-25\|5.84\|1.92\|5.76\|5.85\|5.73\|88989;2026-03-26\|5.64\|-3.42\|5.71\|5.88\|5.60\|76383;2026-03-27\|5.81\|3.01\|5.59\|5.87\|5.59\|128908;2026-03-30\|6.39\|9.98\|5.73\|6.39\|5.68\|257659;2026-03-31\|6.05\|-5.32\|6.38\|6.43\|5.99\|342179;2026-04-01\|6.66\|10.08\|6.23\|6.66\|6.23\|405108;2026-04-02\|6.58\|-1.20\|6.75\|6.83\|6.55\|425874;2026-04-03\|6.42\|-2.43\|6.65\|6.69\|6.37\|230278;2026-04-07\|6.68\|4.05\|6.47\|6.81\|6.39\|183847;2026-04-08\|6.85\|2.54\|6.77\|6.98\|6.66\|219648;2026-04-09\|6.95\|1.46\|6.79\|6.99\|6.71\|166532;2026-04-10\|6.94\|-0.14\|6.93\|7.01\|6.82\|138240;2026-04-13\|6.81\|-1.87\|6.95\|6.98\|6.78\|113357;2026-04-14\|6.77\|-0.59\|6.80\|6.83\|6.59\|150520;2026-04-15\|6.74\|-0.44\|6.78\|6.96\|6.71\|129673;2026-04-16\|6.77\|0.45\|6.74\|6.80\|6.65\|92321;2026-04-17\|6.93\|2.36\|6.74\|6.93\|6.68\|117320;2026-04-20\|7.15\|3.17\|6.93\|7.22\|6.83\|158076;2026-04-21\|7.34\|2.66\|7.14\|7.45\|7.07\|150065;2026-04-22\|7.29\|-0.68\|7.29\|7.34\|7.20\|105864;2026-04-23\|7.28\|-0.14\|7.29\|7.37\|7.22\|89426;2026-04-24\|7.10\|-2.47\|7.28\|7.29\|7.06\|105934;2026-04-27\|7.04\|-0.85\|7.10\|7.10\|6.88\|96650;2026-04-28\|7.04\|0.00\|7.04\|7.14\|6.93\|79144;2026-04-29\|6.96\|-1.14\|7.04\|7.10\|6.93\|79491;2026-04-30\|6.97\|0.14\|6.96\|7.10\|6.94\|62971;2026-05-06\|7.09\|1.72\|7.00\|7.18\|6.95\|108283;2026-05-07\|7.35\|3.67\|7.09\|7.35\|7.05\|146050;2026-05-08\|8.09\|10.07\|7.35\|8.09\|7.30\|182525;2026-05-11\|7.95\|-1.73\|8.10\|8.29\|7.82\|363175;2026-05-12\|8.10\|1.89\|7.96\|8.18\|7.92\|193016;2026-05-13\|8.42\|3.95\|8.16\|8.61\|8.10\|233643;2026-05-14\|8.22\|-2.38\|8.38\|8.57\|8.21\|142839;2026-05-15\|8.28\|0.73\|8.18\|8.32\|8.08\|128552;2026-05-18\|7.96\|-3.86\|8.25\|8.29\|7.87\|127115;2026-05-19\|7.71\|-3.14\|7.93\|8.00\|7.63\|145696;2026-05-20\|7.73\|0.26\|7.65\|7.81\|7.55\|101698;2026-05-21\|7.40\|-4.27\|7.73\|7.83\|7.37\|107268;2026-05-22\|7.38\|-0.27\|7.50\|7.53\|7.32\|74394;2026-05-25\|7.15\|-3.12\|7.38\|7.39\|7.04\|128684;2026-05-26\|6.99\|-2.24\|7.06\|7.09\|6.80\|126110;2026-05-27\|6.97\|-0.29\|6.98\|7.17\|6.83\|124440;2026-05-28\|6.91\|-0.86\|7.01\|7.02\|6.70\|116613;2026-05-29\|6.93\|0.29\|6.95\|7.15\|6.90\|122907;2026-06-01\|6.88\|-0.72\|6.86\|6.93\|6.68\|95330;2026-06-02\|6.68\|-2.91\|6.90\|6.99\|6.61\|107467;2026-06-03\|6.78\|1.50\|6.66\|7.15\|6.66\|136714;2026-06-04\|6.49\|-4.28\|6.75\|6.76\|6.41\|116946;2026-06-05\|6.55\|0.92\|6.53\|6.61\|6.38\|76102;2026-06-08\|6.45\|-1.53\|6.36\|6.79\|6.31\|129685;2026-06-09\|6.51\|0.93\|6.58\|6.58\|6.34\|81007;2026-06-10\|6.46\|-0.77\|6.42\|6.57\|6.25\|78806;2026-06-11\|6.64\|2.79\|6.42\|6.72\|6.37\|101833;2026-06-12\|6.64\|0.76\|6.53\|6.68\|6.44\|106405;2026-06-15\|6.57\|-1.05\|6.65\|6.67\|6.40\|91787;2026-06-16\|6.57\|0.00\|6.57\|6.59\|6.45\|53635;2026-06-17\|6.36\|-3.20\|6.58\|6.70\|6.32\|82655;2026-06-18\|6.14\|-3.46\|6.32\|6.34\|6.04\|138023;2026-06-22\|5.95\|-3.09\|6.13\|6.13\|5.71\|152756;2026-06-23\|5.85\|-1.68\|5.93\|6.18\|5.80\|100483;2026-06-24\|5.70\|-2.56\|5.82\|5.87\|5.59\|131797;2026-06-25\|6.11\|7.19\|5.65\|6.27\|5.55\|463475;2026-06-26\|5.50\|-9.98\|6.06\|6.26\|5.50\|299436;2026-06-29\|5.20\|-5.45\|5.66\|5.66\|5.04\|193573;2026-06-30\|5.07\|-2.50\|5.20\|5.46\|5.07\|162913;2026-07-01\|5.58\|10.06\|5.10\|5.58\|4.97\|156302;2026-07-02\|5.38\|-3.58\|5.53\|5.75\|5.38\|187210;2026-07-03\|5.50\|2.23\|5.47\|5.81\|5.39\|180938;2026-07-06\|5.48\|-0.36\|5.55\|5.68\|5.37\|130523;2026-07-07\|5.22\|-4.74\|5.43\|5.48\|5.19\|85317;2026-07-08\|5.23\|0.19\|5.23\|5.36\|5.11\|93222;2026-07-09\|5.16\|-1.34\|5.12\|5.31\|5.12\|33901
118598		绿色地产+数字文旅+布局AI+股权转让行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月25日公告，公司控股股东协议转让5.29%股份事项已获得深圳证券交易所合规确认，转让给成都市柏然私募基金管理有限公司代表“柏然尚雅1号私募证券投资基金”。 2、据2026年5月20日投资者关系记录，公司“奇骥奔腾”马年科技文化特展于2026年2月在上海科技馆开幕，前三日参观人数即突破2万人次，并获央视《新闻联播》专题报道；首个纯数字化沉浸式产品《又见恐龙》XR嘉年华完成首次异地复制落地沈阳。 3、据2026年4月28日年报及5月20日投资者关系记录，公司明确不再新增房地产开发，积极布局新质生产力相关领域，重点关注AI、机器人、半导体等方向，培育新增长引擎。 4、据2026年4月28日年报，公司系国内绿色科技地产领军企业，拥有“花城系列”等绿色建筑产品体系，持续推动存量资产去化为转型提供资金支持。	公司以 “文化 + 地产” 双主业驱动；控股股东转让5.29%股份给成都柏然私募	2026-03-02\|5.75\|-0.69\|5.70\|5.85\|5.53\|352934;2026-03-03\|5.54\|-3.65\|5.72\|5.84\|5.52\|355949;2026-03-04\|5.68\|2.53\|5.48\|5.75\|5.39\|280145;2026-03-05\|5.73\|0.88\|5.78\|5.80\|5.66\|177247;2026-03-06\|5.82\|1.57\|5.73\|5.84\|5.68\|268131;2026-03-09\|5.63\|-3.26\|5.72\|5.74\|5.56\|221963;2026-03-10\|5.84\|3.73\|5.66\|5.89\|5.66\|320142;2026-03-11\|5.87\|0.51\|5.97\|5.97\|5.77\|291645;2026-03-12\|5.71\|-2.73\|5.87\|5.90\|5.65\|215814;2026-03-13\|5.61\|-1.75\|5.71\|5.79\|5.59\|203502;2026-03-16\|5.66\|0.89\|5.62\|5.69\|5.54\|151478;2026-03-17\|5.59\|-1.24\|5.67\|5.72\|5.59\|134427;2026-03-18\|5.61\|0.36\|5.58\|5.63\|5.54\|155123;2026-03-19\|5.42\|-3.39\|5.55\|5.56\|5.35\|245344;2026-03-20\|5.32\|-1.84\|5.45\|5.50\|5.30\|365611;2026-03-23\|5.10\|-4.14\|5.23\|5.44\|5.10\|402179;2026-03-24\|5.29\|3.73\|5.22\|5.32\|5.13\|230965;2026-03-25\|5.33\|0.76\|5.29\|5.36\|5.23\|235397;2026-03-26\|5.18\|-2.81\|5.33\|5.43\|5.13\|175998;2026-03-27\|5.20\|0.39\|5.11\|5.30\|5.06\|165525;2026-03-30\|5.19\|-0.19\|5.16\|5.30\|5.09\|162510;2026-03-31\|5.71\|10.02\|5.20\|5.71\|5.20\|379082;2026-04-01\|5.43\|-4.90\|5.97\|5.97\|5.30\|719631;2026-04-02\|5.34\|-1.66\|5.40\|5.45\|5.20\|353341;2026-04-03\|5.20\|-2.62\|5.38\|5.40\|5.18\|194829;2026-04-07\|5.05\|-2.88\|5.16\|5.18\|4.98\|255927;2026-04-08\|5.26\|4.16\|5.12\|5.29\|5.10\|258802;2026-04-09\|5.21\|-0.95\|5.19\|5.23\|5.09\|200695;2026-04-10\|5.15\|-1.15\|5.23\|5.35\|5.14\|167717;2026-04-13\|5.03\|-2.33\|5.12\|5.15\|5.00\|253185;2026-04-14\|5.16\|2.58\|5.05\|5.18\|4.98\|288970;2026-04-15\|5.23\|1.36\|5.16\|5.46\|5.16\|354071;2026-04-16\|5.21\|-0.38\|5.22\|5.26\|5.13\|223103;2026-04-17\|5.13\|-1.54\|5.21\|5.22\|5.03\|244343;2026-04-20\|5.06\|-1.36\|5.13\|5.25\|5.03\|290546;2026-04-21\|4.65\|-8.10\|5.04\|5.04\|4.55\|591280;2026-04-22\|4.62\|-0.65\|4.60\|4.70\|4.50\|336109;2026-04-23\|4.44\|-3.90\|4.61\|4.63\|4.38\|389120;2026-04-24\|4.53\|2.03\|4.47\|4.62\|4.40\|251224;2026-04-27\|4.52\|-0.22\|4.55\|4.57\|4.35\|237935;2026-04-28\|4.59\|1.55\|4.53\|4.69\|4.44\|269767;2026-04-29\|4.56\|-0.65\|4.57\|4.71\|4.55\|263428;2026-04-30\|4.85\|6.36\|4.60\|4.90\|4.52\|405597;2026-05-06\|5.34\|10.10\|4.85\|5.34\|4.74\|490191;2026-05-07\|5.12\|-4.12\|5.24\|5.39\|5.06\|571807;2026-05-08\|5.63\|9.96\|5.14\|5.63\|5.13\|473999;2026-05-11\|5.73\|1.78\|5.53\|5.96\|5.51\|833007;2026-05-12\|5.50\|-4.01\|5.72\|5.73\|5.43\|472992;2026-05-13\|5.47\|-0.55\|5.50\|5.51\|5.36\|286214;2026-05-14\|5.30\|-3.11\|5.50\|5.57\|5.26\|228004;2026-05-15\|5.62\|6.04\|5.30\|5.69\|5.23\|477893;2026-05-18\|5.81\|3.38\|5.65\|6.05\|5.44\|549392;2026-05-19\|5.82\|0.17\|5.80\|5.93\|5.66\|437133;2026-05-20\|5.60\|-3.78\|5.77\|5.90\|5.53\|365266;2026-05-21\|5.37\|-4.11\|5.63\|5.74\|5.35\|350383;2026-05-22\|5.57\|3.72\|5.33\|5.85\|5.33\|401979;2026-05-25\|5.60\|0.54\|5.57\|5.74\|5.39\|350404;2026-05-26\|5.39\|-3.75\|5.54\|5.55\|5.30\|232303;2026-05-27\|5.28\|-2.04\|5.38\|5.45\|5.24\|213634;2026-05-28\|5.35\|1.33\|5.27\|5.50\|5.19\|317503;2026-05-29\|4.99\|-6.73\|5.51\|5.55\|4.87\|463029;2026-06-01\|5.03\|0.80\|4.98\|5.14\|4.85\|241447;2026-06-02\|4.94\|-1.79\|4.96\|5.09\|4.87\|252215;2026-06-03\|4.87\|-1.42\|4.95\|4.95\|4.81\|202577;2026-06-04\|4.81\|-1.23\|4.81\|4.89\|4.76\|182936;2026-06-05\|4.72\|-1.87\|4.80\|4.88\|4.67\|247849;2026-06-08\|4.62\|-2.12\|4.62\|4.86\|4.53\|212164;2026-06-09\|4.59\|-0.65\|4.62\|4.74\|4.51\|172101;2026-06-10\|4.50\|-1.96\|4.58\|4.62\|4.38\|185295;2026-06-11\|4.55\|1.11\|4.50\|4.75\|4.40\|326599;2026-06-12\|4.57\|0.44\|4.61\|4.77\|4.51\|271670;2026-06-15\|4.87\|6.56\|4.73\|4.93\|4.73\|342296;2026-06-16\|4.61\|-5.34\|4.77\|4.91\|4.59\|338928;2026-06-17\|4.42\|-4.12\|4.56\|4.59\|4.39\|194363;2026-06-18\|4.43\|0.23\|4.40\|4.54\|4.28\|223059;2026-06-22\|4.17\|-5.87\|4.50\|4.51\|4.09\|303345;2026-06-23\|4.16\|-0.24\|4.13\|4.33\|4.10\|250062;2026-06-24\|4.08\|-1.92\|4.19\|4.19\|3.96\|267615;2026-06-25\|4.05\|-0.74\|4.10\|4.21\|3.98\|238575;2026-06-26\|4.02\|-0.74\|4.00\|4.24\|3.99\|245662;2026-06-29\|4.06\|0.99\|3.99\|4.10\|3.86\|223118;2026-06-30\|4.20\|3.45\|4.12\|4.31\|3.95\|263358;2026-07-01\|4.62\|10.00\|4.28\|4.62\|4.25\|305221;2026-07-02\|4.53\|-1.95\|4.55\|4.77\|4.52\|448087;2026-07-03\|4.30\|-5.08\|4.57\|4.62\|4.27\|298341;2026-07-06\|4.36\|1.40\|4.35\|4.42\|4.26\|196172;2026-07-07\|4.16\|-4.59\|4.33\|4.33\|4.10\|170817;2026-07-08\|4.13\|-0.72\|4.16\|4.23\|4.04\|134074;2026-07-09\|4.05\|-1.94\|4.12\|4.20\|4.03\|89328
118597	日本酸素上调氦气产品售价，平均涨幅超30%	六氟化钨+电子化学品+定增募资行业原因： 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6月9日异动公告，公司注意到有媒体报道及市场传闻海外六氟化钨供应链紧张，我国六氟化钨出口量价齐升；但公司同时澄清其高纯六氟化钨尚未签署新的具有法律约束力的长期或大额实质性订单，目前产能为600吨且暂无扩产计划，上游钨材料涨价致采购成本增加。 2、据2025年年报及2026年6月8日互动易，公司主营业务涵盖电子湿化学品、电子特种气体及前驱体材料三大板块，是国内少数同时具备三类产品生产能力的企业之一；其电子级氢氟酸被认定达到“技术水平国际先进且打破国际垄断”，电子级硫酸、硝酸已导入SK海力士、中芯国际等主流厂商。 3、据2026年6月4日及6月9日公告，公司2026年第一次临时股东会已审议通过向特定对象发行股票的相关议案，拟募集资金不超过8亿元，用于新增年产6万吨电子级硫酸等项目及补充流动资金。	公司主要从事电子湿化学品、电子特种气体和前驱体材料，为逻辑芯片、存储芯片制造稳定批量供应电子级硝酸，六氟化钨目前产能为600吨/年	2026-03-02\|10.51\|-2.14\|10.45\|10.95\|10.42\|320585;2026-03-03\|9.89\|-5.90\|10.55\|10.59\|9.85\|357544;2026-03-04\|9.76\|-1.31\|9.80\|10.05\|9.70\|257820;2026-03-05\|10.09\|3.38\|9.96\|10.52\|9.90\|370861;2026-03-06\|9.98\|-1.09\|10.05\|10.18\|9.88\|251501;2026-03-09\|9.80\|-1.80\|9.78\|9.88\|9.33\|308167;2026-03-10\|9.98\|1.84\|10.06\|10.13\|9.87\|222558;2026-03-11\|10.01\|0.30\|10.00\|10.32\|9.97\|242658;2026-03-12\|9.90\|-1.10\|10.00\|10.15\|9.82\|196242;2026-03-13\|9.76\|-1.41\|9.83\|10.07\|9.74\|191108;2026-03-16\|9.95\|1.95\|9.77\|9.95\|9.53\|223790;2026-03-17\|9.46\|-4.92\|9.95\|9.96\|9.43\|219921;2026-03-18\|9.84\|4.02\|9.57\|9.87\|9.51\|249414;2026-03-19\|9.50\|-3.46\|9.63\|9.67\|9.40\|243643;2026-03-20\|9.12\|-4.00\|9.53\|9.56\|9.10\|212238;2026-03-23\|8.71\|-4.50\|8.93\|9.22\|8.61\|293275;2026-03-24\|8.73\|0.23\|8.94\|8.95\|8.45\|256882;2026-03-25\|9.01\|3.21\|8.78\|9.12\|8.75\|218200;2026-03-26\|8.74\|-3.00\|8.95\|9.08\|8.70\|171895;2026-03-27\|8.90\|1.83\|8.58\|9.03\|8.52\|154536;2026-03-30\|8.82\|-0.90\|8.76\|8.84\|8.60\|170720;2026-03-31\|8.56\|-2.95\|8.79\|8.83\|8.55\|173193;2026-04-01\|8.82\|3.04\|8.81\|8.91\|8.71\|172444;2026-04-02\|8.43\|-4.42\|8.79\|8.79\|8.35\|206085;2026-04-03\|8.59\|1.90\|8.52\|8.80\|8.36\|223235;2026-04-07\|8.98\|4.54\|8.59\|9.49\|8.59\|335023;2026-04-08\|9.27\|3.23\|9.15\|9.28\|9.06\|314250;2026-04-09\|9.10\|-1.83\|9.15\|9.34\|9.07\|194001;2026-04-10\|9.20\|1.10\|9.21\|9.56\|9.19\|266310;2026-04-13\|9.17\|-0.33\|9.13\|9.30\|9.10\|191737;2026-04-14\|9.25\|0.87\|9.29\|9.35\|9.17\|196213;2026-04-15\|9.14\|-1.19\|9.40\|9.48\|9.13\|184531;2026-04-16\|9.27\|1.42\|9.19\|9.30\|9.07\|169904;2026-04-17\|9.34\|0.76\|9.25\|9.43\|9.21\|151359;2026-04-20\|9.40\|0.64\|9.28\|9.52\|9.28\|170936;2026-04-21\|9.54\|1.49\|9.35\|9.65\|9.26\|269062;2026-04-22\|9.76\|2.31\|9.48\|9.78\|9.41\|329652;2026-04-23\|9.74\|-0.20\|9.69\|9.98\|9.65\|284686;2026-04-24\|9.89\|1.54\|9.71\|10.12\|9.67\|325025;2026-04-27\|10.33\|4.45\|9.89\|10.43\|9.89\|436390;2026-04-28\|11.54\|11.71\|10.47\|12.15\|10.23\|1246339;2026-04-29\|11.11\|-3.73\|11.40\|11.47\|11.02\|770117;2026-04-30\|12.29\|10.62\|11.21\|12.65\|11.21\|1030694;2026-05-06\|12.35\|0.49\|12.77\|13.33\|12.31\|991006;2026-05-07\|12.39\|0.32\|12.35\|12.57\|12.25\|559107;2026-05-08\|12.40\|0.08\|12.14\|12.49\|12.08\|550175;2026-05-11\|13.19\|6.37\|12.65\|13.66\|12.55\|794168;2026-05-12\|12.72\|-3.56\|12.60\|13.15\|12.58\|670734;2026-05-13\|13.37\|5.11\|12.56\|13.56\|12.33\|637901;2026-05-14\|13.99\|4.64\|13.51\|14.49\|13.12\|990093;2026-05-15\|16.79\|20.01\|16.32\|16.79\|16.30\|714944;2026-05-18\|18.62\|10.90\|17.08\|19.50\|16.13\|2106648;2026-05-19\|17.20\|-7.63\|17.75\|18.38\|16.56\|1630633;2026-05-20\|17.92\|4.19\|16.86\|18.45\|16.67\|1636399;2026-05-21\|15.75\|-12.11\|17.56\|17.88\|15.68\|1516091;2026-05-22\|16.30\|3.49\|15.78\|16.55\|15.57\|1079587;2026-05-25\|15.99\|-1.90\|16.52\|16.58\|15.38\|877539;2026-05-26\|15.12\|-5.44\|15.70\|15.78\|14.87\|833896;2026-05-27\|14.62\|-3.31\|15.30\|15.38\|14.52\|640955;2026-05-28\|15.50\|6.02\|14.50\|15.74\|14.36\|890645;2026-05-29\|14.35\|-7.42\|15.72\|15.99\|14.20\|879307;2026-06-01\|14.25\|-0.70\|14.49\|15.09\|14.25\|551668;2026-06-02\|14.13\|-0.84\|14.25\|14.54\|13.61\|609435;2026-06-03\|14.48\|2.48\|14.09\|14.82\|14.01\|600614;2026-06-04\|16.03\|10.70\|13.99\|16.99\|13.99\|1356008;2026-06-05\|15.99\|-0.25\|15.50\|16.80\|15.34\|1063776;2026-06-08\|19.19\|20.01\|15.05\|19.19\|15.03\|1584206;2026-06-09\|22.66\|18.08\|19.93\|22.98\|19.68\|1894760;2026-06-10\|25.05\|10.55\|22.45\|26.32\|22.45\|1816468;2026-06-11\|30.05\|19.96\|26.68\|30.06\|26.02\|1775237;2026-06-12\|24.85\|-17.30\|28.00\|29.20\|24.20\|1864673;2026-06-15\|27.02\|8.73\|25.51\|28.13\|22.67\|1268424;2026-06-16\|29.89\|10.62\|27.02\|32.42\|27.00\|1334355;2026-06-17\|33.96\|13.62\|29.00\|34.20\|28.80\|1190218;2026-06-18\|34.77\|2.39\|33.40\|35.50\|31.81\|1220249;2026-06-22\|34.94\|0.49\|34.77\|36.39\|32.80\|1296899;2026-06-23\|31.25\|-10.56\|33.01\|33.09\|29.88\|1073121;2026-06-24\|33.12\|5.98\|30.88\|33.35\|30.10\|862137;2026-06-25\|34.60\|4.47\|33.88\|35.61\|32.50\|927344;2026-06-26\|32.10\|-7.23\|34.00\|35.32\|31.19\|889481;2026-06-29\|37.80\|17.76\|33.64\|38.50\|32.31\|1471950;2026-06-30\|36.81\|-2.62\|36.00\|37.68\|34.35\|1109354;2026-07-01\|40.60\|10.30\|37.00\|41.66\|36.15\|1166413;2026-07-02\|40.01\|-1.45\|38.00\|44.00\|35.80\|1186167;2026-07-03\|36.26\|-9.37\|39.82\|41.83\|35.01\|1134213;2026-07-06\|32.39\|-10.67\|36.70\|36.95\|32.00\|943822;2026-07-07\|33.20\|2.50\|31.59\|34.16\|31.38\|839141;2026-07-08\|33.13\|-0.21\|32.90\|35.00\|31.76\|83445899;2026-07-09\|32.02\|-3.35\|33.96\|34.68\|31.25\|59958369
118596	日本酸素上调氦气产品售价，平均涨幅超30%	商业航天+氦气+空分装置中标+业绩增长行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年6月1日投资者活动记录表及2026年4月15日投资者活动记录表，公司已实质性切入商业航天，火箭推进剂级液态甲烷生产装置已于2026年2月投产并为国内商业航天燃料供应商服务，酒泉航天产业园配套液空装置按客户计划生产建设中。 2、据2026年6月8日互动易，公司在氦气精制和超纯氦提取方面有相关技术和专利储备。针对6N级超高纯氦气，公司将依托深冷技术优势，计划通过技术升级，进一步提升氦气纯度，以满足更高端领域的应用需求。 3、据2026年5月28日公告，公司收到中标通知书，确认为新疆庆华年产55亿立方米煤制天然气示范项目二期工程4套空分装置建设、运营、移交项目中标单位，有助于巩固和拓展公司工业气体业务。 4、据2026年4月29日公告，公司2026年一季度实现营收9997.57万元，同比增长94.28%；归母净利润1228.74万元，同比扭亏为盈。	1、公司在特种气体领域已开展实质性布局，依托深冷分离、提纯及液化等核心技术，重点发展高纯度、高附加值气体业务； 2、公司向国内两家航天基地供应火箭推进剂级液态甲烷装置及液氧、液氮、液氩等空分产品，酒泉航天产业园液体空分项目已获订单，适配商业航天	2026-03-02\|23.78\|-3.29\|24.24\|24.85\|23.70\|71672;2026-03-03\|24.70\|3.87\|24.00\|25.60\|23.60\|222623;2026-03-04\|24.98\|1.13\|24.39\|25.60\|22.31\|207264;2026-03-05\|24.56\|-1.68\|25.40\|25.58\|24.01\|133685;2026-03-06\|23.72\|-3.42\|24.40\|24.60\|23.72\|100512;2026-03-09\|23.60\|-0.51\|23.70\|24.16\|22.93\|91126;2026-03-10\|24.70\|4.66\|23.42\|25.59\|23.21\|123667;2026-03-11\|24.16\|-2.19\|24.43\|24.58\|23.70\|79018;2026-03-12\|23.02\|-4.72\|24.20\|24.28\|22.87\|98921;2026-03-13\|22.55\|-2.04\|23.89\|23.94\|22.53\|91951;2026-03-16\|23.26\|3.15\|22.80\|23.31\|22.16\|80819;2026-03-17\|20.71\|-10.96\|22.90\|22.90\|20.60\|188306;2026-03-18\|20.43\|-1.35\|20.81\|20.99\|20.00\|92489;2026-03-19\|19.77\|-3.23\|20.13\|20.75\|19.71\|81463;2026-03-20\|19.18\|-2.98\|19.99\|20.15\|19.18\|59344;2026-03-23\|19.08\|-0.52\|18.99\|19.97\|18.64\|87771;2026-03-24\|19.76\|3.56\|19.61\|19.85\|18.84\|76774;2026-03-25\|19.65\|-0.56\|19.63\|20.02\|19.52\|65928;2026-03-26\|19.24\|-2.09\|19.65\|19.76\|19.04\|43178;2026-03-27\|19.81\|2.96\|19.10\|19.85\|19.00\|53462;2026-03-30\|19.68\|-0.66\|19.83\|20.61\|19.52\|74084;2026-03-31\|19.79\|0.56\|19.79\|20.17\|19.51\|68926;2026-04-01\|20.10\|1.57\|20.06\|20.27\|19.85\|62395;2026-04-02\|20.00\|-0.50\|20.00\|20.43\|19.83\|57118;2026-04-03\|19.24\|-3.80\|20.10\|20.13\|19.13\|48236;2026-04-07\|19.66\|2.18\|19.47\|19.77\|19.31\|37651;2026-04-08\|20.23\|2.90\|20.00\|20.27\|19.84\|42135;2026-04-09\|20.25\|0.10\|20.12\|20.37\|19.98\|33443;2026-04-10\|20.10\|-0.74\|20.37\|20.68\|20.10\|41418;2026-04-13\|20.24\|0.70\|20.25\|20.45\|20.03\|39106;2026-04-14\|20.22\|-0.10\|20.50\|20.57\|19.92\|39840;2026-04-15\|20.03\|-0.94\|20.40\|20.49\|19.98\|40349;2026-04-16\|20.59\|2.80\|20.20\|20.75\|20.03\|64524;2026-04-17\|22.20\|7.82\|20.68\|22.73\|20.29\|165203;2026-04-20\|26.64\|20.00\|22.30\|26.64\|22.26\|257222;2026-04-21\|28.10\|5.48\|28.49\|29.33\|27.61\|465913;2026-04-22\|29.35\|4.45\|28.00\|30.20\|27.28\|413227;2026-04-23\|30.72\|4.67\|29.37\|31.40\|28.91\|396471;2026-04-24\|29.45\|-4.13\|30.36\|32.21\|28.90\|376379;2026-04-27\|30.10\|2.21\|29.85\|30.98\|29.03\|325576;2026-04-28\|36.12\|20.00\|31.31\|36.12\|31.31\|376470;2026-04-29\|34.06\|-5.70\|35.65\|36.01\|33.95\|364784;2026-04-30\|33.49\|-1.67\|34.30\|36.12\|32.87\|328745;2026-05-06\|32.81\|-1.88\|34.11\|35.00\|32.53\|353513;2026-05-07\|30.35\|-7.50\|31.80\|32.35\|30.10\|336703;2026-05-08\|31.69\|4.42\|30.00\|32.67\|29.70\|278406;2026-05-11\|31.98\|0.92\|31.28\|32.32\|30.89\|258383;2026-05-12\|30.06\|-6.00\|31.00\|31.57\|29.90\|192570;2026-05-13\|29.84\|-0.73\|29.54\|30.61\|29.38\|156186;2026-05-14\|30.45\|2.04\|30.14\|32.04\|30.14\|271489;2026-05-15\|30.51\|0.20\|30.09\|30.93\|29.28\|200105;2026-05-18\|29.27\|-4.06\|29.36\|29.79\|28.50\|166630;2026-05-19\|29.17\|-0.34\|29.02\|29.23\|27.93\|128002;2026-05-20\|29.29\|0.41\|28.94\|29.48\|28.59\|105966;2026-05-21\|27.45\|-6.28\|29.28\|29.28\|27.37\|138273;2026-05-22\|28.89\|5.25\|27.52\|29.50\|27.50\|131126;2026-05-25\|27.66\|-4.26\|28.60\|28.89\|27.30\|104392;2026-05-26\|26.98\|-2.46\|27.36\|27.47\|26.40\|89122;2026-05-27\|26.32\|-2.45\|26.98\|27.19\|26.03\|76801;2026-05-28\|26.87\|2.09\|27.13\|27.41\|26.24\|121786;2026-05-29\|25.86\|-3.76\|26.90\|27.26\|25.60\|104648;2026-06-01\|25.74\|-0.46\|25.85\|27.20\|25.50\|88860;2026-06-02\|25.45\|-1.13\|25.72\|26.01\|24.87\|59533;2026-06-03\|26.30\|3.34\|25.01\|26.65\|25.00\|93362;2026-06-04\|26.98\|2.59\|25.93\|27.89\|25.89\|155650;2026-06-05\|26.62\|-1.33\|26.70\|27.09\|26.28\|96007;2026-06-08\|25.80\|-3.08\|25.42\|26.90\|25.42\|78602;2026-06-09\|25.90\|0.39\|26.33\|26.77\|25.51\|72887;2026-06-10\|26.98\|4.17\|25.45\|27.41\|25.45\|146464;2026-06-11\|29.28\|8.52\|26.72\|29.28\|26.28\|275450;2026-06-12\|25.61\|-12.53\|27.81\|28.37\|24.88\|274659;2026-06-15\|24.40\|-4.72\|24.64\|25.14\|23.77\|167791;2026-06-16\|25.08\|2.79\|24.24\|25.60\|23.92\|144387;2026-06-17\|25.49\|1.63\|24.44\|25.74\|24.41\|120581;2026-06-18\|25.33\|-0.63\|25.18\|25.99\|24.80\|79927;2026-06-22\|26.01\|2.68\|25.80\|26.66\|25.44\|122524;2026-06-23\|28.77\|10.61\|26.80\|29.36\|26.27\|245912;2026-06-24\|26.19\|-8.97\|27.48\|27.75\|25.20\|232698;2026-06-25\|25.42\|-2.94\|26.06\|27.43\|24.92\|169012;2026-06-26\|30.50\|19.98\|25.25\|30.50\|24.60\|366614;2026-06-29\|31.58\|3.54\|31.72\|34.11\|30.50\|358426;2026-06-30\|37.90\|20.01\|32.27\|37.90\|32.27\|360976;2026-07-01\|43.21\|14.01\|38.56\|45.48\|38.30\|441481;2026-07-02\|41.72\|-3.45\|41.60\|43.50\|41.09\|270662;2026-07-03\|41.21\|-1.22\|40.94\|44.56\|40.47\|230790;2026-07-06\|39.92\|-3.13\|41.01\|42.50\|39.65\|198624;2026-07-07\|42.90\|7.46\|39.92\|43.98\|38.72\|298742;2026-07-08\|44.31\|3.29\|42.48\|44.87\|39.93\|288460;2026-07-09\|43.74\|-1.29\|44.00\|45.08\|42.58\|139291
118595	日本酸素上调氦气产品售价，平均涨幅超30%	六氟化钨+电子特气+氟化工行业原因： 1、据上海证券报7月2日报道，制冷剂R22均价单周拉涨逾2000元/吨，盛夏旺季叠加海外供给紧缺，国内氟化工迎来量价齐升窗口。 2、华泰证券指出，受AI算力扩张和半导体制造升级需求支撑，国内电子级氢氟酸价格年初以来上涨17%-19%，国产G5级产品有望量价齐升。公司原因： 1、据上海证券报2026年7月1日报道，日本两大核心供应商永久停产六氟化钨产线，导致全球出现约2000吨/年的刚性缺口，5N级产品月均价触及1760元/千克，同比涨幅超236%；据2026年6月26日互动易，公司六氟化钨产品在宜昌电子特气及硅基功能性材料产业园生产，规划产能500吨，已建成正在试生产。 2、据2026年6月15日异常波动公告，公司被市场列为“电子特气”热门概念股，但公司澄清电子级六氟化钨等产品尚处于试生产阶段，尚未取得下游认证，预计2-3年内不会对经营业绩产生重大影响。 3、据2025年6月12日互动易及2026年4月16日年报，公司主营大宗气体、电子特气及电子化学品等，在宜昌产业园已规划的氟基产品包括高纯三氟化氮、六氟化钨、六氟丁二烯等电子特气。	公司给长江存储、烽火科技、华星光电等光通信、半导体企业直接或间接供应氢气、氧气、氮气和氩气	2026-03-02\|33.75\|-1.03\|33.50\|34.43\|33.22\|60394;2026-03-03\|33.90\|0.44\|34.08\|34.68\|32.95\|87557;2026-03-04\|32.50\|-4.13\|33.57\|34.38\|32.40\|69852;2026-03-05\|32.73\|0.71\|32.91\|33.42\|32.58\|36177;2026-03-06\|33.17\|1.34\|32.52\|33.48\|32.20\|33025;2026-03-09\|32.40\|-2.32\|32.80\|32.94\|31.02\|55053;2026-03-10\|31.90\|-1.54\|32.30\|32.64\|31.60\|31096;2026-03-11\|31.39\|-1.60\|31.98\|32.38\|31.23\|39731;2026-03-12\|31.71\|1.02\|31.37\|32.25\|30.85\|54584;2026-03-13\|31.48\|-0.73\|32.25\|32.33\|30.92\|69836;2026-03-16\|30.90\|-1.84\|31.09\|31.83\|30.05\|52548;2026-03-17\|29.94\|-3.11\|30.90\|30.92\|29.68\|46852;2026-03-18\|30.02\|0.27\|29.80\|30.06\|29.30\|31383;2026-03-19\|29.50\|-1.73\|29.80\|30.37\|29.38\|42386;2026-03-20\|28.61\|-3.02\|29.40\|29.80\|28.50\|40186;2026-03-23\|27.80\|-2.83\|27.98\|29.70\|27.20\|57579;2026-03-24\|28.20\|1.44\|27.99\|28.30\|27.31\|55292;2026-03-25\|28.91\|2.52\|28.14\|29.27\|28.02\|36356;2026-03-26\|28.76\|-0.52\|28.92\|29.39\|28.58\|20072;2026-03-27\|29.56\|2.78\|28.53\|29.98\|28.50\|35801;2026-03-30\|29.48\|-0.27\|29.58\|30.10\|29.17\|33750;2026-03-31\|28.27\|-4.10\|29.36\|29.38\|28.18\|36230;2026-04-01\|28.66\|1.38\|28.50\|28.79\|28.38\|24740;2026-04-02\|28.40\|-0.91\|28.51\|28.97\|28.24\|15744;2026-04-03\|29.31\|3.20\|28.94\|29.89\|28.51\|47249;2026-04-07\|30.25\|3.21\|29.48\|30.35\|28.92\|56748;2026-04-08\|30.61\|1.19\|29.21\|30.74\|28.91\|65908;2026-04-09\|30.61\|0.00\|30.52\|31.55\|30.20\|58330;2026-04-10\|31.03\|1.37\|30.66\|31.70\|30.56\|47795;2026-04-13\|30.25\|-2.51\|31.14\|31.17\|29.96\|39669;2026-04-14\|30.39\|0.46\|30.11\|30.75\|29.87\|40988;2026-04-15\|29.60\|-2.60\|31.00\|31.11\|29.40\|40365;2026-04-16\|30.03\|1.45\|29.55\|30.33\|29.23\|26409;2026-04-17\|29.80\|-0.77\|29.98\|30.02\|29.50\|21842;2026-04-20\|30.05\|0.84\|29.99\|30.30\|29.41\|34404;2026-04-21\|31.06\|3.36\|30.05\|31.68\|29.70\|75769;2026-04-22\|30.80\|-0.84\|30.99\|31.44\|30.25\|49508;2026-04-23\|33.88\|10.00\|30.81\|33.88\|30.63\|155909;2026-04-24\|33.30\|-1.71\|33.12\|35.05\|32.12\|202742;2026-04-27\|33.05\|-0.75\|33.25\|35.00\|33.00\|139053;2026-04-28\|33.81\|2.30\|33.27\|34.06\|32.10\|133696;2026-04-29\|32.38\|-4.23\|32.55\|32.90\|31.84\|108353;2026-04-30\|31.74\|-1.98\|32.32\|33.19\|31.35\|84037;2026-05-06\|32.00\|0.82\|31.67\|32.19\|31.40\|78902;2026-05-07\|31.36\|-2.00\|31.72\|31.88\|30.87\|87929;2026-05-08\|31.15\|-0.67\|31.20\|31.58\|30.78\|46713;2026-05-11\|34.27\|10.02\|31.16\|34.27\|31.16\|140188;2026-05-12\|33.12\|-3.36\|34.61\|35.40\|32.93\|143217;2026-05-13\|34.05\|2.81\|33.22\|34.89\|32.80\|124392;2026-05-14\|37.46\|10.01\|35.00\|37.46\|34.51\|164226;2026-05-15\|41.21\|10.01\|36.79\|41.21\|34.80\|319609;2026-05-18\|40.63\|-1.41\|41.00\|45.33\|38.88\|356899;2026-05-19\|38.52\|-5.19\|37.93\|40.54\|37.93\|273354;2026-05-20\|37.80\|-1.87\|39.21\|39.70\|37.30\|212924;2026-05-21\|34.70\|-8.20\|37.75\|38.04\|34.48\|183724;2026-05-22\|33.94\|-2.19\|34.59\|35.03\|33.70\|128284;2026-05-25\|32.54\|-4.12\|33.94\|34.00\|32.32\|134540;2026-05-26\|31.90\|-1.97\|32.08\|33.22\|30.93\|109527;2026-05-27\|35.09\|10.00\|31.89\|35.09\|31.66\|126880;2026-05-28\|33.82\|-3.62\|35.08\|35.08\|33.56\|125246;2026-05-29\|34.75\|2.75\|34.46\|36.38\|34.05\|192635;2026-06-01\|34.58\|-0.49\|34.82\|36.14\|34.47\|137340;2026-06-02\|34.16\|-1.21\|34.10\|34.86\|32.60\|121054;2026-06-03\|33.99\|-0.50\|33.80\|34.50\|33.44\|101217;2026-06-04\|37.39\|10.00\|34.34\|37.39\|34.31\|156017;2026-06-05\|39.30\|5.11\|38.61\|40.69\|38.50\|277237;2026-06-08\|39.63\|0.84\|38.90\|41.17\|38.11\|267055;2026-06-09\|43.59\|9.99\|40.95\|43.59\|40.41\|332886;2026-06-10\|47.95\|10.00\|47.95\|47.95\|47.94\|74342;2026-06-11\|52.75\|10.01\|52.75\|52.75\|49.04\|237992;2026-06-12\|58.03\|10.01\|55.00\|58.03\|54.40\|577691;2026-06-15\|56.78\|-2.15\|55.76\|59.90\|52.23\|440164;2026-06-16\|59.24\|4.33\|56.86\|62.40\|56.86\|443128;2026-06-17\|61.25\|3.39\|56.24\|63.38\|55.90\|394765;2026-06-18\|67.38\|10.01\|60.85\|67.38\|59.19\|294224;2026-06-22\|72.78\|8.01\|71.99\|73.25\|69.50\|293315;2026-06-23\|73.00\|0.30\|70.58\|73.99\|66.93\|267765;2026-06-24\|71.30\|-2.33\|72.86\|75.72\|68.00\|248076;2026-06-25\|69.68\|-2.27\|69.94\|71.90\|66.61\|258223;2026-06-26\|66.10\|-5.14\|71.59\|71.88\|62.71\|280688;2026-06-29\|68.87\|4.19\|67.14\|70.99\|60.01\|321132;2026-06-30\|62.00\|-9.98\|65.00\|65.43\|61.98\|293685;2026-07-01\|68.20\|10.00\|63.24\|68.20\|62.18\|331683;2026-07-02\|75.02\|10.00\|68.00\|75.02\|67.01\|236758;2026-07-03\|71.54\|-4.58\|73.73\|78.88\|69.00\|358035;2026-07-06\|64.39\|-9.99\|69.14\|73.03\|64.39\|248552;2026-07-07\|60.94\|-5.36\|61.36\|64.51\|58.58\|259334;2026-07-08\|57.33\|-5.92\|60.00\|61.58\|56.61\|189401;2026-07-09\|57.07\|-0.45\|59.70\|60.66\|56.00\|100473
118594	日本酸素上调氦气产品售价，平均涨幅超30%	海力士供应+高纯二氧化碳+电子特气行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2026年6月30日及6月29日互动易，公司超纯氨、高纯氧化亚氮、高纯二氧化碳产品已稳定供应海力士，其中高纯二氧化碳已顺利通过海力士第三轮测试并进入正式供应阶段。 2、据21世纪经济报道2026年6月30日报道，韩国公布史上最大规模半导体与AI产业投资计划，三星电子和SK集团大举投资1.3万亿美元，SK海力士提前加码扩产。 3、据2025年年度报告及2026年5月22日投资者关系活动记录表，公司是国内领先的电子特种气体及大宗气体供应商，为电子半导体等领域提供超纯氨、高纯氧化亚氮等百余种气体产品。	公司持续深耕电子特种气体产业化布局，超纯氨、高纯氧化亚氮、高纯二氧化碳产品已经稳定供应海力士	2026-03-02\|23.55\|0.86\|23.00\|24.07\|22.98\|133373;2026-03-03\|24.23\|2.89\|24.12\|24.95\|23.40\|363337;2026-03-04\|25.26\|4.25\|24.89\|25.88\|23.75\|444622;2026-03-05\|24.50\|-3.01\|24.63\|26.58\|24.30\|325678;2026-03-06\|24.93\|1.76\|24.10\|25.39\|23.88\|211734;2026-03-09\|24.45\|-1.93\|25.70\|26.16\|24.33\|273077;2026-03-10\|23.52\|-3.80\|23.86\|24.20\|23.03\|241398;2026-03-11\|23.35\|-0.72\|23.31\|23.99\|23.12\|171728;2026-03-12\|26.15\|11.99\|23.67\|27.50\|23.51\|523872;2026-03-13\|26.60\|1.72\|27.50\|28.65\|25.66\|462466;2026-03-16\|28.29\|6.35\|28.10\|30.50\|27.66\|597283;2026-03-17\|27.27\|-3.61\|27.89\|28.00\|26.25\|390984;2026-03-18\|26.10\|-4.29\|26.67\|27.25\|25.28\|330916;2026-03-19\|27.79\|6.48\|27.58\|28.89\|26.51\|527331;2026-03-20\|29.11\|4.75\|27.75\|30.74\|27.00\|577467;2026-03-23\|30.70\|5.46\|28.76\|32.66\|28.70\|641965;2026-03-24\|29.51\|-3.88\|30.00\|30.40\|28.75\|443891;2026-03-25\|28.18\|-4.51\|28.21\|28.40\|26.50\|453151;2026-03-26\|27.92\|-0.92\|28.28\|29.58\|27.43\|376125;2026-03-27\|30.01\|7.49\|28.46\|30.41\|28.04\|540878;2026-03-30\|28.88\|-3.77\|31.01\|31.65\|28.70\|442031;2026-03-31\|26.12\|-9.56\|28.57\|28.94\|26.02\|398779;2026-04-01\|25.46\|-2.53\|26.00\|26.46\|24.77\|307128;2026-04-02\|26.38\|3.61\|25.81\|27.22\|25.80\|310863;2026-04-03\|27.80\|5.38\|26.90\|28.29\|26.00\|399655;2026-04-07\|29.30\|5.40\|28.55\|29.40\|27.42\|313856;2026-04-08\|27.08\|-7.58\|26.05\|27.24\|25.52\|536798;2026-04-09\|27.50\|1.55\|26.95\|28.97\|26.90\|442128;2026-04-10\|26.47\|-3.75\|27.11\|27.53\|26.18\|387024;2026-04-13\|25.91\|-2.12\|26.95\|27.33\|25.33\|355940;2026-04-14\|27.89\|7.64\|25.48\|28.05\|25.32\|522330;2026-04-15\|27.70\|-0.68\|28.99\|29.98\|27.41\|488249;2026-04-16\|27.49\|-0.76\|27.90\|28.25\|26.02\|438707;2026-04-17\|27.33\|-0.58\|27.49\|27.94\|26.32\|386341;2026-04-20\|29.10\|6.48\|27.51\|29.80\|26.89\|528545;2026-04-21\|32.65\|12.20\|29.58\|33.40\|28.87\|702713;2026-04-22\|32.75\|0.31\|33.40\|34.58\|31.52\|624623;2026-04-23\|34.40\|5.04\|33.61\|35.13\|32.88\|655701;2026-04-24\|36.12\|5.00\|35.50\|39.60\|34.90\|838959;2026-04-27\|38.45\|6.45\|38.38\|43.34\|38.01\|865139;2026-04-28\|40.90\|6.37\|41.00\|41.96\|38.11\|824676;2026-04-29\|40.15\|-1.83\|40.39\|41.88\|38.50\|642041;2026-04-30\|34.89\|-13.10\|39.99\|40.76\|34.80\|853370;2026-05-06\|34.08\|-2.32\|35.50\|35.80\|33.65\|729660;2026-05-07\|32.04\|-5.99\|33.50\|33.66\|31.91\|638555;2026-05-08\|31.30\|-2.31\|32.24\|32.92\|31.12\|513499;2026-05-11\|32.79\|4.76\|31.64\|33.56\|31.54\|653693;2026-05-12\|30.20\|-7.90\|32.23\|32.23\|29.93\|552041;2026-05-13\|31.13\|3.08\|29.75\|31.77\|29.70\|477675;2026-05-14\|31.17\|0.13\|31.38\|33.56\|31.17\|592266;2026-05-15\|31.59\|1.35\|30.32\|32.68\|29.80\|596286;2026-05-18\|31.35\|-0.76\|31.47\|32.68\|30.48\|428249;2026-05-19\|31.65\|0.96\|31.27\|31.87\|30.31\|372194;2026-05-20\|32.50\|2.69\|31.68\|33.00\|31.37\|533687;2026-05-21\|28.92\|-11.02\|32.75\|32.75\|28.80\|534615;2026-05-22\|28.93\|0.91\|28.80\|28.96\|27.51\|423058;2026-05-25\|27.04\|-6.53\|28.00\|28.00\|26.51\|447852;2026-05-26\|26.61\|-1.59\|26.85\|26.95\|25.88\|302596;2026-05-27\|26.07\|-2.03\|26.51\|27.11\|25.71\|297410;2026-05-28\|26.08\|0.04\|26.36\|26.56\|25.83\|247336;2026-05-29\|25.16\|-3.53\|26.27\|26.27\|24.89\|288312;2026-06-01\|25.33\|0.68\|25.14\|26.07\|25.09\|200360;2026-06-02\|25.46\|0.51\|25.90\|25.99\|25.06\|207741;2026-06-03\|26.88\|5.58\|25.35\|27.27\|25.20\|386533;2026-06-04\|28.24\|5.06\|26.40\|28.60\|26.32\|443354;2026-06-05\|27.03\|-4.28\|27.55\|28.20\|26.90\|325304;2026-06-08\|26.30\|-2.70\|25.40\|27.50\|25.30\|252340;2026-06-09\|28.34\|7.76\|26.88\|28.72\|26.00\|368459;2026-06-10\|29.65\|4.62\|28.00\|30.00\|27.81\|508592;2026-06-11\|33.10\|11.64\|29.57\|34.79\|28.55\|797324;2026-06-12\|28.17\|-14.89\|31.88\|32.00\|28.11\|676500;2026-06-15\|28.95\|2.77\|27.79\|29.29\|27.48\|360895;2026-06-16\|30.08\|3.90\|29.80\|30.92\|29.50\|461737;2026-06-17\|31.17\|3.62\|29.20\|31.28\|29.10\|422818;2026-06-18\|30.27\|-2.89\|30.77\|30.97\|29.87\|412044;2026-06-22\|32.81\|8.39\|31.00\|33.72\|30.97\|595431;2026-06-23\|34.45\|5.00\|33.13\|35.23\|32.23\|655921;2026-06-24\|33.43\|-2.96\|32.70\|33.88\|31.01\|522815;2026-06-25\|34.86\|4.28\|34.00\|35.60\|33.00\|489760;2026-06-26\|34.50\|-1.03\|34.51\|36.66\|34.27\|508743;2026-06-29\|39.17\|13.54\|38.55\|39.74\|35.88\|695730;2026-06-30\|41.48\|5.90\|40.00\|42.50\|38.23\|685029;2026-07-01\|49.78\|20.01\|44.99\|49.78\|44.84\|546716;2026-07-02\|47.74\|-4.10\|48.77\|51.91\|45.00\|1007988;2026-07-03\|40.00\|-16.21\|45.51\|47.30\|39.92\|987892;2026-07-06\|36.89\|-7.78\|40.07\|40.67\|36.30\|646504;2026-07-07\|37.08\|0.52\|36.10\|37.48\|35.89\|486372;2026-07-08\|36.10\|-2.64\|37.80\|39.28\|36.08\|60326750;2026-07-09\|35.76\|-0.94\|36.20\|37.00\|34.85\|32518431
118593	日本酸素上调氦气产品售价，平均涨幅超30%	电子化学品+深冷装备+海外业务 1、据2025年1月17日互动易，公司“基于全精馏技术的场效应晶体管专用高纯制氧成套设备”荣获国内首台套称号，该超高纯氧制取技术已达国际先进水平，成套设备已在半导体领域有成功应用项目。 2、据2025年年度报告及2026年4月29日投资者关系活动记录表，公司是国内少数具备十万等级特大型空分装置研发和制造能力的企业，主营空气分离设备、天然气处理及液化装置、大型冷箱等深冷装备，产品覆盖高端石化、煤化工、冶金及多个战略新兴行业。 3、据2025年年度报告及2026年4月29日业绩说明会，2025年外销收入达18.74亿元，同比增长98.19%，占总收入62.4%，业务覆盖全球70多个国家和地区；2025年新签订单约39亿元，海外占比约七成，在手订单充足。	公司主要从事深冷装备，“基于全精馏技术的场效应晶体管专用高纯制氧成套设备”荣获国内首台套称号，该超高纯氧制取技术已达国际先进水平，成套设备已在半导体领域有成功应用项目	2026-03-02\|47.54\|-5.56\|49.74\|50.18\|46.16\|61484;2026-03-03\|46.10\|-3.03\|47.74\|49.30\|46.10\|36123;2026-03-04\|46.00\|-0.22\|45.78\|46.97\|45.62\|18898;2026-03-05\|45.45\|-1.20\|46.70\|47.27\|45.01\|24685;2026-03-06\|44.97\|-1.06\|45.20\|46.18\|44.80\|23546;2026-03-09\|43.04\|-4.29\|43.88\|43.88\|41.70\|32489;2026-03-10\|44.22\|2.74\|43.61\|44.53\|43.61\|17887;2026-03-11\|43.61\|-1.38\|44.30\|44.37\|43.43\|14807;2026-03-12\|42.54\|-2.45\|43.68\|43.76\|42.05\|18644;2026-03-13\|42.70\|0.38\|42.20\|43.27\|42.20\|12500;2026-03-16\|43.80\|2.58\|42.71\|43.84\|42.39\|16391;2026-03-17\|42.85\|-2.17\|43.92\|44.01\|42.70\|15411;2026-03-18\|43.50\|1.52\|42.80\|43.54\|42.63\|10527;2026-03-19\|41.80\|-3.91\|43.01\|43.17\|41.72\|17064;2026-03-20\|41.17\|-1.51\|41.80\|42.39\|41.15\|13703;2026-03-23\|38.49\|-6.51\|40.60\|41.07\|38.00\|38120;2026-03-24\|40.02\|3.98\|39.11\|40.14\|38.51\|19572;2026-03-25\|40.61\|1.47\|40.19\|41.52\|40.18\|18464;2026-03-26\|40.37\|-0.59\|40.61\|41.16\|40.13\|10847;2026-03-27\|40.53\|0.40\|40.00\|40.64\|39.90\|10353;2026-03-30\|40.93\|0.99\|39.98\|41.91\|39.81\|12531;2026-03-31\|40.27\|-1.61\|40.70\|41.51\|40.11\|14258;2026-04-01\|40.74\|1.17\|41.13\|41.30\|40.53\|10918;2026-04-02\|40.04\|-1.72\|40.51\|40.88\|39.88\|12534;2026-04-03\|39.58\|-1.15\|39.97\|40.59\|38.88\|15235;2026-04-07\|40.22\|1.62\|39.59\|40.52\|39.59\|13596;2026-04-08\|42.41\|5.45\|41.03\|42.65\|41.03\|20968;2026-04-09\|41.90\|-1.20\|42.02\|42.50\|41.82\|11478;2026-04-10\|42.40\|1.19\|42.17\|43.06\|42.17\|12138;2026-04-13\|40.96\|-3.40\|42.40\|42.40\|40.93\|19558;2026-04-14\|41.27\|0.76\|41.28\|41.49\|40.81\|11708;2026-04-15\|41.56\|0.70\|41.51\|42.21\|41.28\|12718;2026-04-16\|42.60\|2.50\|41.80\|42.76\|41.30\|15517;2026-04-17\|42.83\|0.54\|42.32\|43.05\|42.18\|12068;2026-04-20\|43.10\|0.63\|42.98\|43.56\|42.60\|14676;2026-04-21\|42.03\|-2.48\|42.91\|42.95\|41.79\|17129;2026-04-22\|41.05\|-2.33\|41.97\|41.98\|40.47\|21616;2026-04-23\|40.29\|-1.85\|41.05\|41.08\|39.80\|19015;2026-04-24\|38.37\|-4.77\|37.68\|39.60\|37.68\|44143;2026-04-27\|38.58\|0.55\|38.22\|39.00\|37.62\|21655;2026-04-28\|40.61\|5.26\|38.20\|41.62\|37.81\|36950;2026-04-29\|39.20\|-3.47\|39.70\|39.70\|38.65\|29752;2026-04-30\|38.90\|-0.77\|39.14\|39.38\|38.70\|18778;2026-05-06\|38.87\|-0.08\|38.86\|39.18\|38.71\|18525;2026-05-07\|39.39\|1.34\|39.15\|39.48\|38.94\|16021;2026-05-08\|39.17\|-0.56\|39.42\|39.63\|39.04\|13641;2026-05-11\|39.54\|0.94\|39.11\|39.80\|38.62\|19647;2026-05-12\|38.37\|-2.96\|39.60\|39.60\|38.25\|14524;2026-05-13\|38.60\|0.60\|38.50\|38.87\|37.77\|14155;2026-05-14\|38.50\|-0.26\|38.71\|39.08\|37.99\|13707;2026-05-15\|39.41\|2.36\|38.46\|40.20\|38.40\|23552;2026-05-18\|38.35\|-2.69\|39.49\|39.49\|38.05\|17672;2026-05-19\|38.45\|0.26\|38.33\|38.59\|37.86\|10369;2026-05-20\|37.72\|-1.90\|38.59\|38.59\|37.37\|16194;2026-05-21\|36.56\|-3.08\|37.79\|38.16\|36.50\|16241;2026-05-22\|37.37\|2.22\|36.65\|37.58\|36.55\|11663;2026-05-25\|37.02\|-0.94\|37.39\|37.55\|36.73\|11244;2026-05-26\|36.38\|-1.73\|37.01\|37.20\|35.92\|12452;2026-05-27\|35.00\|-3.79\|36.38\|36.38\|34.90\|16637;2026-05-28\|35.38\|1.09\|35.02\|35.53\|34.44\|10478;2026-05-29\|34.72\|-1.87\|35.14\|35.86\|34.51\|9406;2026-06-01\|35.21\|1.41\|34.38\|35.41\|34.38\|9474;2026-06-02\|34.60\|-1.73\|35.21\|35.51\|34.37\|11283;2026-06-03\|34.78\|0.52\|34.60\|35.05\|34.34\|12126;2026-06-04\|35.15\|1.06\|34.70\|35.24\|34.30\|15747;2026-06-05\|34.56\|-1.68\|35.12\|35.47\|34.41\|13655;2026-06-08\|33.39\|-3.39\|34.04\|34.31\|32.61\|15965;2026-06-09\|34.00\|1.83\|33.36\|34.44\|33.25\|10983;2026-06-10\|34.68\|2.00\|33.55\|36.20\|33.55\|24346;2026-06-11\|34.44\|-0.69\|34.26\|34.68\|33.61\|17113;2026-06-12\|34.66\|0.64\|34.78\|34.94\|34.10\|15142;2026-06-15\|35.15\|1.41\|35.51\|36.50\|34.98\|19398;2026-06-16\|34.93\|-0.63\|35.01\|35.42\|34.43\|13954;2026-06-17\|33.79\|-0.97\|34.30\|34.64\|33.62\|11981;2026-06-18\|35.59\|5.33\|33.79\|36.50\|33.21\|30070;2026-06-22\|35.70\|0.31\|35.50\|35.98\|34.98\|20433;2026-06-23\|36.24\|1.51\|35.70\|36.86\|35.32\|22044;2026-06-24\|35.57\|-1.85\|36.10\|36.10\|34.90\|16301;2026-06-25\|34.90\|-1.88\|35.57\|35.60\|34.37\|14117;2026-06-26\|34.05\|-2.44\|34.81\|34.81\|33.88\|10559;2026-06-29\|34.02\|-0.09\|34.07\|34.40\|33.11\|12214;2026-06-30\|33.90\|-0.35\|33.81\|34.51\|33.56\|10628;2026-07-01\|37.29\|10.00\|33.93\|37.29\|33.70\|27170;2026-07-02\|37.87\|1.56\|36.96\|38.55\|36.50\|46304;2026-07-03\|38.81\|2.48\|38.15\|39.47\|37.73\|33809;2026-07-06\|37.76\|-2.71\|39.19\|39.23\|37.57\|21338;2026-07-07\|35.85\|-5.06\|37.51\|37.97\|35.76\|17163;2026-07-08\|34.76\|-3.04\|35.57\|35.83\|34.68\|15344;2026-07-09\|32.56\|-6.33\|34.46\|34.75\|32.34\|16157
118592	日本酸素上调氦气产品售价，平均涨幅超30%	电子化学品+半导体+高股息 1、据2026年4月24日年报，公司电子化学品板块主要产品包括电子特气超纯氨及湿电子化学品电子级氨水、电子级异丙醇，产品应用于LED、太阳能、集成电路、半导体等领域，超纯氨已形成年产21,000吨的生产能力，产品质量达到7N等级。 2、据2026年5月28日公告，公司2025年年度权益分派已实施，每股派发现金红利1.00元含税，股权登记日为2026年6月3日。 3、据2026年4月24日公告披露的一季报，公司2026年一季度实现归母净利润5293.51万元，同比增长6.68%。	公司电子化学品板块主要产品包括电子特气超纯氨及湿电子化学品，应用于LED、太阳能、集成电路、半导体等领域，超纯氨已形成年产21,000吨的生产能力，产品质量达到7N等级	2026-03-02\|29.38\|-2.00\|29.79\|29.82\|28.60\|25027;2026-03-03\|28.01\|-4.66\|29.46\|29.64\|27.95\|33195;2026-03-04\|27.85\|-0.57\|28.00\|28.35\|27.70\|17816;2026-03-05\|28.08\|0.83\|28.46\|28.55\|28.00\|14892;2026-03-06\|29.17\|3.88\|28.03\|29.25\|28.00\|27596;2026-03-09\|28.38\|-2.71\|28.96\|28.98\|27.91\|23430;2026-03-10\|28.71\|1.16\|28.50\|28.80\|28.36\|13528;2026-03-11\|28.95\|0.84\|28.81\|29.05\|28.55\|15744;2026-03-12\|28.54\|-1.42\|28.94\|29.14\|28.51\|15062;2026-03-13\|28.28\|-0.91\|28.36\|29.07\|28.22\|15914;2026-03-16\|28.09\|-0.67\|28.28\|28.57\|27.80\|20070;2026-03-17\|27.55\|-1.92\|28.20\|28.39\|27.48\|17450;2026-03-18\|27.80\|0.91\|27.55\|27.98\|26.83\|18931;2026-03-19\|26.92\|-3.17\|27.60\|27.60\|26.85\|12952;2026-03-20\|26.22\|-2.60\|26.94\|27.08\|26.12\|16591;2026-03-23\|24.67\|-5.91\|26.08\|26.16\|24.60\|25184;2026-03-24\|25.18\|2.07\|25.16\|25.37\|24.75\|17370;2026-03-25\|25.53\|1.39\|25.34\|25.64\|25.34\|12019;2026-03-26\|25.54\|0.04\|25.60\|26.18\|25.44\|15153;2026-03-27\|26.45\|3.56\|25.28\|26.98\|25.10\|19410;2026-03-30\|26.69\|0.91\|26.01\|26.73\|25.90\|16118;2026-03-31\|26.26\|-1.61\|26.98\|26.98\|26.25\|13149;2026-04-01\|26.82\|2.13\|26.73\|26.98\|26.40\|13684;2026-04-02\|26.39\|-1.60\|26.81\|26.81\|26.18\|9426;2026-04-03\|25.63\|-2.88\|26.23\|26.64\|25.58\|9266;2026-04-07\|26.50\|3.39\|25.67\|26.60\|25.60\|14264;2026-04-08\|26.94\|1.66\|26.69\|27.08\|26.69\|15241;2026-04-09\|26.80\|-0.52\|26.78\|27.14\|26.58\|11981;2026-04-10\|27.22\|1.57\|26.80\|27.42\|26.79\|12141;2026-04-13\|27.03\|-0.70\|27.18\|27.27\|26.77\|10566;2026-04-14\|27.02\|-0.04\|27.18\|27.18\|26.72\|8564;2026-04-15\|26.93\|-0.33\|27.11\|27.17\|26.81\|10133;2026-04-16\|27.24\|1.15\|27.06\|27.30\|26.67\|12390;2026-04-17\|27.60\|1.32\|27.28\|27.66\|27.00\|14265;2026-04-20\|27.75\|0.54\|27.60\|27.76\|27.31\|11188;2026-04-21\|27.31\|-1.59\|27.80\|27.90\|26.99\|20260;2026-04-22\|27.14\|-0.62\|27.02\|27.55\|27.02\|16271;2026-04-23\|26.64\|-1.84\|27.17\|27.23\|26.56\|12887;2026-04-24\|27.20\|2.10\|26.26\|27.39\|26.00\|19026;2026-04-27\|27.60\|1.47\|28.42\|28.42\|27.02\|28182;2026-04-28\|27.62\|0.07\|27.49\|27.71\|27.29\|15609;2026-04-29\|27.96\|1.23\|27.50\|28.11\|27.31\|17674;2026-04-30\|27.60\|-1.29\|28.14\|28.14\|27.44\|14193;2026-05-06\|27.44\|-0.58\|27.65\|27.79\|27.03\|21698;2026-05-07\|27.50\|0.22\|27.51\|27.79\|27.30\|17312;2026-05-08\|27.23\|-0.98\|27.35\|27.58\|26.90\|20698;2026-05-11\|27.39\|0.59\|27.14\|27.69\|27.00\|18341;2026-05-12\|26.82\|-2.08\|27.48\|27.48\|26.61\|17241;2026-05-13\|26.93\|0.41\|26.75\|27.20\|26.71\|13116;2026-05-14\|28.82\|7.02\|26.95\|29.52\|26.90\|66590;2026-05-15\|27.87\|-3.30\|28.83\|29.00\|27.54\|48750;2026-05-18\|27.36\|-1.83\|27.53\|27.88\|26.81\|31033;2026-05-19\|27.20\|-0.58\|27.11\|27.57\|26.68\|23617;2026-05-20\|27.34\|0.51\|27.12\|27.66\|26.86\|19962;2026-05-21\|25.68\|-6.07\|27.21\|27.46\|25.68\|32420;2026-05-22\|26.66\|3.82\|25.76\|26.85\|25.70\|22975;2026-05-25\|26.36\|-1.13\|26.56\|27.09\|26.20\|23969;2026-05-26\|25.93\|-1.63\|26.30\|26.31\|25.30\|18911;2026-05-27\|25.65\|-1.08\|25.83\|26.12\|25.50\|16588;2026-05-28\|26.37\|2.81\|25.88\|26.58\|25.46\|19531;2026-05-29\|25.41\|-3.64\|26.29\|26.38\|25.35\|15431;2026-06-01\|26.23\|3.23\|25.27\|26.44\|25.20\|16793;2026-06-02\|26.12\|-0.42\|26.23\|26.26\|25.62\|13897;2026-06-03\|26.28\|0.61\|26.12\|26.43\|25.97\|15055;2026-06-04\|24.33\|-3.76\|25.02\|25.02\|23.92\|17807;2026-06-05\|24.19\|-0.58\|24.16\|24.55\|23.38\|14310;2026-06-08\|23.19\|-4.13\|24.00\|24.08\|22.81\|14168;2026-06-09\|23.70\|2.20\|23.34\|23.80\|23.14\|9199;2026-06-10\|24.59\|3.76\|23.68\|24.80\|23.18\|20891;2026-06-11\|24.86\|1.10\|24.59\|24.99\|23.96\|22582;2026-06-12\|25.84\|3.94\|25.20\|26.19\|24.69\|40808;2026-06-15\|26.10\|1.01\|25.81\|26.20\|25.39\|20934;2026-06-16\|25.20\|-3.45\|26.00\|26.19\|25.09\|22478;2026-06-17\|24.04\|-4.60\|25.20\|25.30\|23.91\|16972;2026-06-18\|23.61\|-1.79\|24.04\|24.04\|23.28\|14440;2026-06-22\|24.22\|2.58\|23.67\|24.29\|22.92\|18257;2026-06-23\|24.47\|1.03\|24.18\|25.07\|24.01\|16119;2026-06-24\|26.92\|10.01\|24.52\|26.92\|24.52\|28678;2026-06-25\|25.88\|-3.86\|27.33\|28.24\|25.80\|90560;2026-06-26\|24.05\|-7.07\|25.74\|25.88\|24.00\|52898;2026-06-29\|23.32\|-3.04\|24.31\|25.07\|23.03\|46040;2026-06-30\|24.10\|3.34\|23.31\|24.15\|22.82\|42478;2026-07-01\|26.51\|10.00\|24.00\|26.51\|23.85\|32819;2026-07-02\|26.69\|0.68\|26.00\|27.48\|26.00\|75508;2026-07-03\|26.26\|-1.61\|26.82\|27.27\|26.08\|53021;2026-07-06\|25.73\|-2.02\|26.51\|27.13\|25.68\|47103;2026-07-07\|24.49\|-4.82\|25.64\|26.00\|24.32\|33902;2026-07-08\|23.80\|-2.82\|24.60\|24.60\|23.51\|24177;2026-07-09\|23.25\|-2.31\|23.96\|24.43\|23.06\|20084
118591	行业估值处于历史低位	特种水产饲料+生物科技+越南投产行业原因：据中证报，分析指出，当前地缘冲突通过能源和化肥成本、航运成本和风险偏好间接传导，推升农产品价格中枢，厄尔尼诺现象预期升温成为2026年农产品定价的重要外生变量，定价范式从单一供需因素主导转向“供需+成本+安全溢价+气候预期”的复合模式，多链条传导重塑行业运行逻辑。公司原因： 1、据2026年6月10日公告，公司全资子公司广东粤海世铭生物科技有限公司完成工商登记，经营范围包含生物化工产品技术研发等。 2、据2026年4月27日年报，公司专注于特种水产饲料的研发、生产与销售，核心产品包括虾料、海鲈鱼料等，具有生长速度快、饲料系数低等特点，并推行“三高三低”技术战略。 3、据2026年4月27日年报及5月13日机构调研，越南粤海一期10万吨产能已于2025年10月投产，2026年一季度销量增幅超120%，将以越南为支点拓展东南亚市场。	全资子公司湛江粤海水产有限公司经营有条冻、淡晒金鲳鱼、黄花鱼等水产品及水产品预制菜	2026-03-02\|7.45\|-4.24\|7.68\|7.74\|7.36\|118135;2026-03-03\|7.27\|-2.42\|7.46\|7.55\|7.24\|92742;2026-03-04\|7.34\|0.96\|7.32\|7.44\|7.23\|79566;2026-03-05\|7.31\|-0.41\|7.41\|7.45\|7.29\|70421;2026-03-06\|7.53\|3.01\|7.31\|7.56\|7.26\|98938;2026-03-09\|7.70\|2.26\|7.49\|7.82\|7.48\|144102;2026-03-10\|7.62\|-1.04\|7.65\|7.73\|7.58\|80036;2026-03-11\|7.52\|-1.31\|7.64\|7.65\|7.46\|70666;2026-03-12\|7.57\|0.66\|7.53\|7.60\|7.45\|66880;2026-03-13\|7.60\|0.40\|7.56\|7.78\|7.53\|98839;2026-03-16\|7.73\|1.71\|7.66\|7.88\|7.66\|122930;2026-03-17\|7.51\|-2.85\|7.73\|7.79\|7.50\|103499;2026-03-18\|7.46\|-0.67\|7.50\|7.53\|7.39\|55072;2026-03-19\|7.22\|-3.22\|7.42\|7.48\|7.20\|83212;2026-03-20\|6.96\|-3.60\|7.22\|7.28\|6.95\|110016;2026-03-23\|6.47\|-7.04\|6.90\|6.91\|6.43\|121787;2026-03-24\|6.74\|4.17\|6.60\|6.74\|6.46\|89412;2026-03-25\|6.83\|1.34\|6.74\|6.85\|6.69\|59028;2026-03-26\|6.87\|0.59\|6.87\|7.00\|6.82\|69466;2026-03-27\|7.56\|10.04\|6.88\|7.56\|6.88\|182599;2026-03-30\|7.60\|0.53\|7.45\|7.90\|7.34\|357820;2026-03-31\|7.77\|2.24\|7.68\|7.85\|7.65\|263794;2026-04-01\|7.86\|1.16\|7.83\|7.86\|7.68\|165893;2026-04-02\|7.94\|1.02\|7.86\|8.31\|7.83\|188647;2026-04-03\|7.97\|0.38\|8.00\|8.03\|7.82\|184091;2026-04-07\|7.70\|-3.39\|7.92\|7.97\|7.50\|203945;2026-04-08\|7.83\|1.69\|7.70\|7.84\|7.57\|195078;2026-04-09\|7.77\|-0.77\|7.71\|7.95\|7.70\|125460;2026-04-10\|7.81\|0.51\|7.77\|7.98\|7.70\|164390;2026-04-13\|8.02\|2.69\|7.85\|8.11\|7.75\|185097;2026-04-14\|8.14\|1.50\|8.03\|8.14\|7.94\|138583;2026-04-15\|7.98\|-1.97\|8.13\|8.13\|7.88\|118514;2026-04-16\|8.14\|2.00\|7.98\|8.14\|7.92\|129073;2026-04-17\|8.43\|3.56\|8.09\|8.78\|8.09\|247923;2026-04-20\|8.41\|-0.24\|8.47\|8.48\|8.27\|152384;2026-04-21\|8.37\|-0.48\|8.41\|8.56\|8.30\|100744;2026-04-22\|8.47\|1.19\|8.34\|8.54\|8.30\|114056;2026-04-23\|8.41\|-0.71\|8.46\|8.47\|8.26\|108631;2026-04-24\|8.54\|1.55\|8.36\|8.58\|8.35\|143580;2026-04-27\|8.61\|0.82\|8.53\|8.61\|8.13\|185833;2026-04-28\|8.58\|-0.35\|8.53\|8.70\|8.44\|163705;2026-04-29\|8.55\|-0.35\|8.54\|8.84\|8.50\|197644;2026-04-30\|8.47\|-0.94\|8.53\|8.63\|8.40\|126268;2026-05-06\|8.70\|2.72\|8.46\|8.70\|8.31\|171476;2026-05-07\|8.98\|3.22\|8.75\|9.00\|8.60\|200300;2026-05-08\|9.59\|6.79\|8.93\|9.76\|8.90\|419883;2026-05-11\|8.63\|-10.01\|9.86\|9.96\|8.63\|528452;2026-05-12\|8.64\|0.12\|8.45\|8.99\|8.40\|408009;2026-05-13\|9.50\|9.95\|8.64\|9.50\|8.64\|421400;2026-05-14\|9.21\|-3.05\|9.57\|9.65\|9.09\|427762;2026-05-15\|9.07\|-1.52\|9.22\|9.38\|8.96\|220091;2026-05-18\|8.95\|-1.32\|8.98\|9.29\|8.80\|220441;2026-05-19\|8.90\|-0.56\|9.00\|9.18\|8.80\|166309;2026-05-20\|9.79\|10.00\|8.87\|9.79\|8.73\|280834;2026-05-21\|9.24\|-5.62\|9.59\|9.76\|9.23\|433933;2026-05-22\|9.17\|-0.76\|9.22\|9.46\|9.08\|211636;2026-05-25\|8.72\|-4.91\|9.11\|9.23\|8.44\|285319;2026-05-26\|8.60\|-1.38\|8.64\|8.89\|8.50\|155410;2026-05-27\|8.63\|0.35\|8.60\|8.88\|8.46\|191389;2026-05-28\|8.63\|0.00\|8.58\|8.81\|8.48\|138592;2026-05-29\|8.37\|-3.01\|8.60\|8.62\|8.26\|156806;2026-06-01\|8.35\|-0.24\|8.36\|8.49\|8.26\|106922;2026-06-02\|7.92\|-5.15\|8.34\|8.42\|7.89\|173102;2026-06-03\|7.44\|-6.06\|7.91\|7.91\|7.37\|232383;2026-06-04\|7.40\|-0.54\|7.45\|7.78\|7.21\|225769;2026-06-05\|7.33\|-0.95\|7.45\|7.51\|7.20\|126962;2026-06-08\|7.06\|-3.68\|7.20\|7.24\|6.84\|150700;2026-06-09\|7.59\|7.51\|7.20\|7.62\|6.97\|202707;2026-06-10\|7.70\|1.45\|7.55\|7.85\|7.47\|195744;2026-06-11\|7.57\|-1.69\|7.69\|7.84\|7.53\|118311;2026-06-12\|7.45\|-1.59\|7.56\|7.65\|7.37\|120354;2026-06-15\|7.37\|-1.07\|7.47\|7.60\|7.30\|100273;2026-06-16\|7.32\|-0.68\|7.33\|7.35\|7.18\|112322;2026-06-17\|7.16\|-2.19\|7.21\|7.36\|7.10\|133342;2026-06-18\|7.30\|1.96\|7.13\|7.36\|7.07\|129538;2026-06-22\|7.56\|3.56\|7.30\|7.61\|7.22\|178000;2026-06-23\|7.60\|0.53\|7.49\|7.71\|7.46\|143657;2026-06-24\|7.44\|-2.11\|7.58\|7.62\|7.29\|149153;2026-06-25\|7.08\|-4.84\|7.43\|7.45\|7.00\|158329;2026-06-26\|6.96\|-1.69\|6.95\|7.12\|6.88\|116632;2026-06-29\|7.07\|1.58\|6.96\|7.29\|6.65\|173658;2026-06-30\|7.09\|0.28\|7.06\|7.23\|6.91\|112059;2026-07-01\|7.80\|10.01\|7.02\|7.80\|7.01\|255068;2026-07-02\|8.58\|10.00\|7.99\|8.58\|7.99\|330014;2026-07-03\|7.77\|-9.44\|8.38\|8.88\|7.76\|357149;2026-07-06\|7.88\|1.42\|7.89\|8.14\|7.80\|301054;2026-07-07\|8.07\|2.41\|8.03\|8.11\|7.78\|282794;2026-07-08\|7.83\|-2.97\|7.90\|8.13\|7.81\|213053;2026-07-09\|7.98\|1.92\|7.79\|8.20\|7.66\|158929
118590	行业估值处于历史低位	跨境电商+市值管理+遮阳龙头 1、据2026年4月21日投资者关系活动记录表，公司未来将持续深耕亚马逊等核心平台，积极布局独立站，打造海外自有成品品牌，拓展线下客户，构建线上线下协同的海外业务格局。 2、据2026年6月29日互动易，公司表示坚持稳定现金分红机制，严格约束大股东及董监高减持行为，并持续论证股份回购、增持等合规维稳工具的实施条件。 3、据2025年年度报告，公司是国内功能性遮阳材料细分领域龙头企业，拥有四大类、百余种系列、千余种产品，产品远销全球六大洲七十余个国家和地区。	我国功能性遮阳材料细分领域的龙头，主要产品包括阳光面料、涂层面料和可调光面料等	2026-03-02\|18.41\|-2.28\|18.58\|18.88\|18.09\|39597;2026-03-03\|17.84\|-3.10\|18.41\|18.81\|17.76\|35206;2026-03-04\|17.70\|-0.78\|17.70\|17.99\|17.52\|25970;2026-03-05\|17.56\|-0.79\|17.98\|18.10\|17.29\|33109;2026-03-06\|17.92\|2.05\|17.34\|18.09\|17.34\|29849;2026-03-09\|17.41\|-2.85\|17.70\|17.73\|17.21\|33338;2026-03-10\|17.76\|2.01\|17.60\|17.88\|17.45\|22286;2026-03-11\|17.50\|-1.46\|17.77\|18.11\|17.40\|32435;2026-03-12\|17.74\|1.37\|17.54\|17.84\|17.32\|34508;2026-03-13\|17.67\|-0.39\|17.70\|18.08\|17.51\|25210;2026-03-16\|17.33\|-1.92\|17.68\|17.88\|17.20\|26708;2026-03-17\|16.94\|-2.25\|17.32\|17.55\|16.90\|23007;2026-03-18\|17.20\|1.53\|17.01\|17.20\|16.80\|15999;2026-03-19\|16.57\|-3.66\|17.00\|17.18\|16.52\|22813;2026-03-20\|15.52\|-6.34\|16.58\|16.75\|15.42\|51944;2026-03-23\|14.46\|-6.83\|15.45\|15.45\|14.35\|50882;2026-03-24\|15.45\|6.85\|14.69\|15.45\|14.69\|43338;2026-03-25\|16.00\|3.56\|15.82\|16.11\|15.50\|40796;2026-03-26\|16.03\|0.19\|16.00\|16.59\|15.90\|43554;2026-03-27\|16.11\|0.50\|16.04\|16.55\|15.87\|24946;2026-03-30\|15.76\|-2.17\|16.05\|16.11\|15.65\|36636;2026-03-31\|15.85\|0.57\|15.87\|16.10\|15.83\|29121;2026-04-01\|15.81\|-0.25\|16.06\|16.09\|15.63\|27736;2026-04-02\|15.54\|-1.71\|15.80\|15.80\|15.40\|22111;2026-04-03\|15.05\|-3.15\|15.60\|15.68\|15.00\|23456;2026-04-07\|15.37\|2.13\|14.95\|15.49\|14.95\|25573;2026-04-08\|15.91\|3.51\|15.60\|15.93\|15.32\|22644;2026-04-09\|15.55\|-2.26\|15.91\|15.99\|15.52\|24304;2026-04-10\|15.83\|1.80\|15.71\|16.04\|15.60\|19668;2026-04-13\|15.57\|-1.64\|15.90\|15.90\|15.48\|25133;2026-04-14\|15.56\|-0.06\|15.73\|15.87\|15.40\|18565;2026-04-15\|15.38\|-1.16\|15.58\|15.70\|15.36\|14835;2026-04-16\|15.57\|1.24\|15.40\|15.67\|15.28\|25182;2026-04-17\|15.45\|-0.77\|15.55\|15.57\|15.20\|18067;2026-04-20\|15.74\|1.88\|15.58\|15.76\|15.38\|18912;2026-04-21\|15.59\|-0.95\|15.66\|15.74\|15.41\|18718;2026-04-22\|15.54\|-0.32\|15.59\|15.59\|15.29\|18960;2026-04-23\|15.33\|-1.35\|15.45\|15.48\|15.18\|22262;2026-04-24\|15.55\|1.44\|15.25\|15.55\|15.09\|21082;2026-04-27\|15.74\|1.22\|15.48\|15.83\|15.14\|29117;2026-04-28\|15.40\|-2.16\|15.79\|15.85\|15.30\|20935;2026-04-29\|15.70\|1.95\|15.46\|15.80\|15.25\|26506;2026-04-30\|15.81\|0.70\|15.61\|16.07\|15.61\|24753;2026-05-06\|15.98\|1.08\|15.84\|16.09\|15.81\|28581;2026-05-07\|17.01\|6.45\|15.92\|17.43\|15.85\|110131;2026-05-08\|16.70\|-1.82\|17.00\|17.20\|16.42\|79246;2026-05-11\|17.26\|3.35\|16.73\|17.60\|16.70\|69283;2026-05-12\|17.34\|0.46\|17.26\|17.62\|16.89\|43955;2026-05-13\|17.32\|-0.12\|17.30\|17.58\|17.05\|45323;2026-05-14\|17.12\|-1.15\|17.48\|17.71\|17.10\|34664;2026-05-15\|16.77\|-2.04\|17.06\|17.19\|16.60\|30989;2026-05-18\|16.53\|-1.43\|16.61\|16.84\|16.25\|27642;2026-05-19\|16.62\|0.54\|16.57\|16.76\|16.23\|23824;2026-05-20\|16.39\|-1.38\|16.60\|16.60\|16.20\|19609;2026-05-21\|15.83\|-3.42\|16.18\|16.94\|15.80\|35097;2026-05-22\|16.04\|1.33\|15.80\|16.28\|15.71\|27505;2026-05-25\|16.55\|3.18\|16.32\|16.79\|16.00\|46873;2026-05-26\|16.32\|-0.18\|16.27\|16.46\|15.85\|27654;2026-05-27\|15.83\|-3.00\|16.39\|16.40\|15.63\|28973;2026-05-28\|15.93\|0.63\|15.71\|16.01\|15.54\|14602;2026-05-29\|15.13\|-5.02\|15.93\|16.04\|15.03\|26371;2026-06-01\|15.52\|2.58\|15.13\|15.74\|15.06\|26076;2026-06-02\|14.88\|-4.12\|15.52\|15.62\|14.63\|36378;2026-06-03\|14.19\|-4.64\|14.88\|15.04\|13.91\|55455;2026-06-04\|13.77\|-2.96\|14.30\|14.30\|13.66\|24009;2026-06-05\|14.12\|2.54\|13.79\|14.48\|13.79\|40327;2026-06-08\|13.51\|-4.32\|13.95\|14.02\|13.30\|26005;2026-06-09\|13.70\|1.41\|13.58\|13.92\|13.28\|48772;2026-06-10\|13.88\|1.31\|13.58\|14.14\|13.51\|26131;2026-06-11\|13.70\|-1.30\|13.73\|13.86\|13.43\|16947;2026-06-12\|13.83\|0.95\|13.81\|13.87\|13.47\|21368;2026-06-15\|13.72\|-0.80\|13.70\|14.06\|13.56\|22533;2026-06-16\|14.20\|3.50\|13.80\|14.40\|13.21\|35834;2026-06-17\|13.48\|-5.07\|14.02\|14.10\|13.35\|34400;2026-06-18\|13.55\|0.52\|13.38\|13.82\|13.21\|29535;2026-06-22\|13.60\|0.37\|13.40\|13.68\|13.03\|37007;2026-06-23\|13.47\|-0.96\|13.58\|13.76\|13.42\|27203;2026-06-24\|13.62\|1.11\|13.34\|14.06\|13.29\|72174;2026-06-25\|12.68\|-6.90\|13.65\|13.96\|12.60\|70299;2026-06-26\|12.08\|-4.73\|12.55\|12.71\|12.02\|34876;2026-06-29\|12.10\|0.17\|11.72\|12.14\|11.51\|30491;2026-06-30\|11.84\|-2.15\|11.99\|12.23\|11.75\|20017;2026-07-01\|13.02\|9.97\|11.82\|13.02\|11.82\|38447;2026-07-02\|13.12\|0.77\|13.25\|13.45\|12.75\|39858;2026-07-03\|13.56\|3.35\|13.24\|13.78\|13.20\|37052;2026-07-06\|13.09\|-3.47\|13.69\|13.78\|13.00\|24988;2026-07-07\|12.75\|-2.60\|13.08\|13.65\|12.63\|27045;2026-07-08\|12.18\|-4.47\|12.69\|12.75\|12.18\|22918;2026-07-09\|12.08\|-0.82\|12.15\|12.50\|12.01\|13133
118589	行业估值处于历史低位	水牛奶+新消费+种源突破+光伏+引入战投 1、据2026年4月27日年报，公司首批巴基斯坦尼里拉菲奶水牛胚胎移植犊牛顺利诞生，单头产奶量可提升3倍以上，突破种源“卡脖子”难题，目前水牛胚胎及移植数量处于世界前列。 2、据2025年年报，已入驻盒马鲜生、麦德龙、美团小象超市、孩子王、叮咚买菜、钱大妈、怡亚通，并深化与中石油、中石化等头部渠道合作，布局社区团购及母婴专供渠道近万家，711、全家、罗森等数千家连锁门店。在零食渠道，公司产品已全面进入零食头部企业赵一鸣零食，与恰货铺子已达成深度战略合作。公司已与蜜雪冰城、霸王茶姬、古茗、赵记传承、茶百道等数十家国内头部及知名的新式茶饮品牌方合作。 3、据2026年5月14日投资者关系活动记录表，公司目前以水牛奶特色乳品为主业，光伏业务现阶段定位为辅助乳业主业降本增效的协同板块，主要通过“农光互补”“牧光互补”模式为自有牧场及生产基地提供清洁能源支持，暂无明确的资产剥离和再投资计划。 4、据2026年4月11日公告，控股股东拟向北京胜翔投资有限公司协议转让公司5.80%股份，受让方承诺12个月内不减持。	2025年12月4日台湾网红陈馆长带货旺旺，皇氏集团与香园食品签署战略合作协议，共同开拓水牛奶在餐饮、新茶饮等领域的应用，而香园食品长期为旺旺集团提供原料解决方案，是旺旺的供应商之一	2026-03-02\|3.79\|-1.30\|3.80\|3.83\|3.69\|350973;2026-03-03\|3.70\|-2.37\|3.78\|3.83\|3.68\|242074;2026-03-04\|3.65\|-1.35\|3.65\|3.69\|3.60\|174593;2026-03-05\|3.75\|2.74\|3.70\|3.75\|3.67\|192613;2026-03-06\|3.89\|3.73\|3.74\|3.90\|3.71\|351289;2026-03-09\|3.87\|-0.51\|3.85\|3.88\|3.82\|196929;2026-03-10\|3.92\|1.29\|3.89\|3.94\|3.86\|224495;2026-03-11\|3.90\|-0.51\|3.92\|3.93\|3.87\|180872;2026-03-12\|3.87\|-0.77\|3.88\|3.92\|3.85\|156166;2026-03-13\|3.84\|-0.78\|3.86\|3.90\|3.83\|138743;2026-03-16\|3.90\|1.56\|3.83\|3.92\|3.83\|132674;2026-03-17\|3.88\|-0.51\|3.91\|3.97\|3.87\|224761;2026-03-18\|3.92\|1.03\|3.89\|3.94\|3.82\|178259;2026-03-19\|3.83\|-2.30\|3.89\|3.94\|3.79\|194128;2026-03-20\|3.74\|-2.35\|3.83\|3.85\|3.74\|190226;2026-03-23\|3.82\|2.14\|3.71\|3.94\|3.65\|513383;2026-03-24\|4.12\|7.85\|3.87\|4.14\|3.87\|1063416;2026-03-25\|4.10\|-0.49\|4.00\|4.12\|4.00\|499237;2026-03-26\|4.07\|-0.73\|4.13\|4.23\|4.02\|630155;2026-03-27\|4.15\|1.97\|4.05\|4.20\|4.02\|613820;2026-03-30\|4.12\|-0.72\|4.06\|4.15\|4.03\|432284;2026-03-31\|4.10\|-0.49\|4.11\|4.20\|4.08\|394885;2026-04-01\|4.07\|-0.73\|4.07\|4.10\|3.81\|942770;2026-04-02\|3.97\|-2.46\|4.04\|4.12\|3.94\|397926;2026-04-03\|3.74\|-5.79\|4.00\|4.03\|3.74\|398381;2026-04-07\|3.96\|5.88\|3.74\|3.99\|3.69\|396073;2026-04-08\|3.97\|0.25\|4.00\|4.00\|3.90\|291418;2026-04-09\|3.87\|-2.52\|3.94\|3.97\|3.86\|222950;2026-04-10\|4.06\|4.91\|3.91\|4.12\|3.89\|586663;2026-04-13\|4.35\|7.14\|4.12\|4.47\|3.99\|1475983;2026-04-14\|4.26\|-2.07\|4.41\|4.43\|4.18\|899940;2026-04-15\|4.17\|-2.11\|4.23\|4.26\|4.15\|398967;2026-04-16\|4.21\|0.96\|4.18\|4.26\|4.10\|388473;2026-04-17\|4.17\|-0.95\|4.21\|4.21\|4.11\|320684;2026-04-20\|4.17\|0.00\|4.15\|4.32\|4.08\|407971;2026-04-21\|4.04\|-3.12\|4.19\|4.21\|4.00\|364796;2026-04-22\|4.09\|1.24\|4.05\|4.11\|4.01\|234932;2026-04-23\|3.92\|-4.16\|4.08\|4.08\|3.88\|304917;2026-04-24\|3.89\|-0.77\|3.88\|3.92\|3.84\|229161;2026-04-27\|4.02\|3.34\|3.89\|4.04\|3.79\|298759;2026-04-28\|4.02\|0.00\|4.01\|4.06\|3.94\|199070;2026-04-29\|4.12\|2.49\|4.01\|4.13\|3.98\|255663;2026-04-30\|4.40\|6.80\|4.15\|4.45\|4.12\|782326;2026-05-06\|4.34\|-1.36\|4.45\|4.53\|4.30\|582401;2026-05-07\|4.38\|0.92\|4.36\|4.40\|4.27\|325822;2026-05-08\|4.41\|0.68\|4.38\|4.46\|4.33\|241809;2026-05-11\|4.54\|2.95\|4.42\|4.70\|4.40\|531146;2026-05-12\|4.61\|1.54\|4.49\|4.65\|4.45\|359251;2026-05-13\|4.73\|2.60\|4.60\|4.74\|4.54\|414581;2026-05-14\|4.76\|0.63\|4.73\|4.92\|4.70\|463771;2026-05-15\|4.75\|-0.21\|4.77\|4.85\|4.70\|394504;2026-05-18\|4.84\|1.89\|4.76\|4.85\|4.67\|341929;2026-05-19\|4.81\|-0.62\|4.86\|4.89\|4.74\|247462;2026-05-20\|4.74\|-1.46\|4.80\|4.88\|4.71\|258882;2026-05-21\|4.48\|-5.49\|4.76\|4.85\|4.46\|395690;2026-05-22\|4.35\|-2.90\|4.49\|4.51\|4.30\|413041;2026-05-25\|4.56\|4.83\|4.39\|4.63\|4.38\|394521;2026-05-26\|4.30\|-5.70\|4.54\|4.54\|4.25\|258310;2026-05-27\|4.19\|-2.56\|4.31\|4.38\|4.14\|218443;2026-05-28\|4.27\|1.91\|4.24\|4.47\|4.16\|240677;2026-05-29\|4.33\|1.41\|4.30\|4.51\|4.25\|357576;2026-06-01\|4.37\|0.92\|4.27\|4.40\|4.22\|240337;2026-06-02\|4.28\|-2.06\|4.32\|4.36\|4.16\|245079;2026-06-03\|4.14\|-3.27\|4.24\|4.29\|4.10\|202194;2026-06-04\|3.95\|-4.59\|4.13\|4.17\|3.90\|289938;2026-06-05\|3.56\|-9.87\|3.92\|3.92\|3.56\|489109;2026-06-08\|3.36\|-5.62\|3.44\|3.79\|3.21\|963828;2026-06-09\|3.36\|0.00\|3.40\|3.44\|3.26\|510993;2026-06-10\|3.14\|-6.55\|3.36\|3.37\|3.11\|464652;2026-06-11\|3.10\|-1.27\|3.12\|3.18\|3.00\|357616;2026-06-12\|3.16\|1.94\|3.18\|3.24\|3.04\|383535;2026-06-15\|3.16\|0.00\|3.20\|3.44\|3.12\|423607;2026-06-16\|3.15\|-0.32\|3.12\|3.17\|3.07\|299289;2026-06-17\|2.96\|-6.03\|3.11\|3.15\|2.93\|371106;2026-06-18\|2.88\|-2.70\|2.94\|2.98\|2.84\|331189;2026-06-22\|2.87\|-0.35\|2.88\|2.89\|2.77\|348340;2026-06-23\|2.89\|0.70\|2.86\|2.96\|2.85\|311961;2026-06-24\|2.75\|-4.84\|2.88\|2.91\|2.71\|302566;2026-06-25\|2.71\|-1.45\|2.78\|2.81\|2.69\|344441;2026-06-26\|2.65\|-2.21\|2.69\|2.70\|2.63\|273251;2026-06-29\|2.69\|1.51\|2.65\|2.71\|2.56\|323416;2026-06-30\|2.67\|-0.74\|2.69\|2.77\|2.63\|293573;2026-07-01\|2.94\|10.11\|2.70\|2.94\|2.66\|602587;2026-07-02\|2.95\|0.34\|2.96\|3.02\|2.86\|786121;2026-07-03\|2.97\|0.68\|3.00\|3.08\|2.90\|465239;2026-07-06\|3.27\|10.10\|3.00\|3.27\|3.00\|676885;2026-07-07\|3.47\|6.12\|3.34\|3.53\|3.23\|1439955;2026-07-08\|3.29\|-5.19\|3.35\|3.39\|3.20\|730681;2026-07-09\|3.11\|-5.47\|3.27\|3.30\|3.09\|442548
118588	行业估值处于历史低位	白酒+亏损收窄+国企改革行业原因：中信证券此前研报指出，白酒行业处于缓步恢复阶段，龙头已经逐步展现出触底迹象，目前白酒板块市盈率处于中长期的底部区间，建议关注长期配置机会。公司原因： 1、据2025年年度报告，公司完成控股子公司金太阳药业股权剥离处置，进一步优化业务结构，集中资源专注白酒主业发展。 2、公司主营白酒生产与销售，拥有“金种子”“醉三秋”等驰名商标及519年明代古窖池；据公司披露，最终控制人为阜阳市人民政府国有资产监督管理委员会。 3、据2026年4月29日公告，公司2026年一季度归母净利润亏损1524万元，同比亏损大幅收窄60.85%。	深耕安徽地区白酒企业	2026-03-02\|9.09\|-3.19\|9.25\|9.33\|9.03\|184211;2026-03-03\|8.99\|-1.10\|9.09\|9.31\|8.80\|267419;2026-03-04\|8.66\|-3.67\|8.83\|8.85\|8.65\|174788;2026-03-05\|8.69\|0.35\|8.74\|8.78\|8.67\|99045;2026-03-06\|8.81\|1.38\|8.68\|8.82\|8.66\|101074;2026-03-09\|8.76\|-0.57\|8.81\|8.81\|8.70\|99531;2026-03-10\|8.78\|0.23\|8.79\|8.82\|8.74\|82851;2026-03-11\|8.72\|-0.68\|8.77\|8.78\|8.68\|81043;2026-03-12\|9.03\|3.56\|8.72\|9.27\|8.66\|203123;2026-03-13\|8.95\|-0.89\|8.93\|9.10\|8.90\|144352;2026-03-16\|9.17\|2.46\|8.91\|9.29\|8.90\|235695;2026-03-17\|8.95\|-2.40\|9.06\|9.16\|8.95\|147733;2026-03-18\|8.81\|-1.56\|8.96\|8.97\|8.75\|99908;2026-03-19\|8.66\|-1.70\|8.71\|8.79\|8.65\|80846;2026-03-20\|8.37\|-3.35\|8.65\|8.70\|8.36\|104794;2026-03-23\|7.91\|-5.50\|8.30\|8.31\|7.90\|122365;2026-03-24\|8.05\|1.77\|7.98\|8.05\|7.86\|75026;2026-03-25\|8.11\|0.75\|8.05\|8.13\|8.02\|66931;2026-03-26\|7.97\|-1.73\|8.10\|8.17\|7.94\|71543;2026-03-27\|8.11\|1.76\|7.95\|8.18\|7.93\|83766;2026-03-30\|8.08\|-0.37\|8.05\|8.11\|7.96\|55186;2026-03-31\|8.23\|1.86\|8.38\|8.63\|8.23\|189366;2026-04-01\|8.26\|0.36\|8.20\|8.43\|8.11\|123411;2026-04-02\|8.21\|-0.61\|8.21\|8.32\|8.19\|77524;2026-04-03\|7.93\|-3.41\|8.20\|8.20\|7.88\|88454;2026-04-07\|7.95\|0.25\|7.93\|7.97\|7.87\|43498;2026-04-08\|8.12\|2.14\|8.01\|8.13\|8.00\|76916;2026-04-09\|7.98\|-1.72\|8.05\|8.08\|7.97\|62313;2026-04-10\|8.05\|0.88\|7.97\|8.08\|7.97\|54869;2026-04-13\|8.04\|-0.12\|8.00\|8.04\|7.95\|51628;2026-04-14\|8.14\|1.24\|8.06\|8.14\|7.99\|87212;2026-04-15\|8.07\|-0.86\|8.11\|8.15\|8.05\|55888;2026-04-16\|8.09\|0.25\|8.06\|8.10\|8.02\|53991;2026-04-17\|8.06\|-0.37\|8.06\|8.07\|7.95\|71412;2026-04-20\|8.11\|0.62\|8.04\|8.11\|8.01\|59831;2026-04-21\|8.02\|-1.11\|8.11\|8.18\|8.01\|63192;2026-04-22\|8.00\|-0.25\|8.02\|8.02\|7.97\|36451;2026-04-23\|8.23\|2.88\|7.99\|8.46\|7.99\|215920;2026-04-24\|8.07\|-1.94\|8.18\|8.21\|8.03\|112042;2026-04-27\|7.91\|-1.98\|8.03\|8.05\|7.87\|88281;2026-04-28\|7.92\|0.13\|7.86\|7.97\|7.85\|48930;2026-04-29\|7.97\|0.63\|7.92\|8.03\|7.89\|65302;2026-04-30\|7.94\|-0.38\|7.96\|8.02\|7.94\|60273;2026-05-06\|7.92\|-0.25\|7.92\|7.95\|7.88\|79360;2026-05-07\|7.94\|0.25\|7.93\|8.03\|7.92\|74879;2026-05-08\|7.99\|0.63\|7.95\|8.01\|7.91\|77229;2026-05-11\|8.05\|0.75\|7.98\|8.06\|7.93\|92049;2026-05-12\|7.89\|-1.99\|8.03\|8.05\|7.88\|87276;2026-05-13\|7.85\|-0.51\|7.90\|7.93\|7.82\|61680;2026-05-14\|8.23\|4.84\|7.85\|8.64\|7.82\|350009;2026-05-15\|7.98\|-3.04\|8.12\|8.15\|7.92\|197022;2026-05-18\|7.93\|-0.63\|7.91\|7.96\|7.86\|92268;2026-05-19\|7.97\|0.50\|7.93\|8.08\|7.90\|92551;2026-05-20\|8.14\|2.13\|7.91\|8.19\|7.86\|204031;2026-05-21\|8.48\|4.18\|8.07\|8.65\|8.01\|308721;2026-05-22\|8.22\|-3.07\|8.34\|8.36\|8.14\|215941;2026-05-25\|8.62\|4.87\|8.12\|8.82\|8.11\|396014;2026-05-26\|8.75\|1.51\|8.46\|9.00\|8.42\|426955;2026-05-27\|9.12\|4.23\|8.60\|9.40\|8.55\|604328;2026-05-28\|8.39\|-8.00\|8.90\|8.93\|8.25\|433700;2026-05-29\|8.55\|1.91\|8.24\|8.80\|8.21\|348741;2026-06-01\|8.47\|-0.94\|8.30\|8.51\|8.12\|216562;2026-06-02\|8.18\|-3.42\|8.44\|8.56\|8.18\|228117;2026-06-03\|7.97\|-2.57\|8.12\|8.15\|7.85\|229810;2026-06-04\|7.46\|-6.40\|7.90\|8.01\|7.38\|263054;2026-06-05\|7.35\|-1.47\|7.45\|7.62\|7.32\|159192;2026-06-08\|7.07\|-3.81\|7.37\|7.45\|7.03\|147608;2026-06-09\|6.88\|-2.69\|7.06\|7.08\|6.79\|124606;2026-06-10\|6.88\|0.00\|6.88\|6.99\|6.82\|102117;2026-06-11\|6.67\|-3.05\|6.90\|6.90\|6.60\|124095;2026-06-12\|6.80\|1.95\|6.66\|6.90\|6.65\|138242;2026-06-15\|6.86\|0.88\|6.80\|6.90\|6.75\|100679;2026-06-16\|6.77\|-1.31\|6.81\|6.83\|6.68\|85795;2026-06-17\|6.53\|-3.55\|6.75\|6.78\|6.47\|150990;2026-06-18\|6.72\|2.91\|6.44\|6.90\|6.36\|208261;2026-06-22\|6.84\|1.79\|6.67\|6.93\|6.52\|206217;2026-06-23\|6.79\|-0.73\|6.84\|7.03\|6.76\|156516;2026-06-24\|6.52\|-3.98\|6.76\|6.80\|6.50\|125144;2026-06-25\|6.60\|1.23\|6.45\|6.77\|6.39\|167153;2026-06-26\|6.25\|-5.30\|6.54\|6.62\|6.25\|152250;2026-06-29\|6.30\|0.80\|6.16\|6.45\|6.09\|132760;2026-06-30\|6.11\|-3.02\|6.26\|6.32\|6.03\|130437;2026-07-01\|6.72\|9.98\|6.07\|6.72\|6.06\|280916;2026-07-02\|6.50\|-3.27\|6.69\|6.92\|6.50\|284100;2026-07-03\|6.60\|1.54\|6.56\|6.85\|6.55\|233075;2026-07-06\|6.61\|0.15\|6.66\|6.81\|6.51\|179752;2026-07-07\|6.22\|-5.90\|6.53\|6.61\|6.21\|182108;2026-07-08\|6.16\|-0.96\|6.34\|6.34\|6.00\|160261;2026-07-09\|6.03\|-2.11\|6.09\|6.20\|6.01\|62207
118587	行业估值处于历史低位	胖东来调改+预制菜+一季报增长行业原因：科技板块调整背景下，资金寻求低位避险资产。中信建投此前指出，2025年至今，消费板块整体居后，市场对于消费下行的预期尚未充分反馈，但估值和业绩接近理性区间，机构配置也处于低位。公司原因： 1、据2026年5月1日募集说明书，截至2025年末已完成315家门店调改，调改门店客流及销售额明显提升，拟继续调改216家门店；据公司亮点，已引入“胖东来”模式。 2、公司自有品牌“辉妈到家”为预制菜系列，涵盖酸菜鱼、红烧肉等速冻熟制品，微波或热水加热即食。 3、据2026年4月17日一季报，一季度归母净利润2.87亿元，同比增长94.40%，主要系调改与供应链改革推升毛利率。	国内大型连锁超市，总部位于福建省福州市	2026-03-02\|4.14\|-2.59\|4.19\|4.20\|4.10\|1741766;2026-03-03\|4.18\|0.97\|4.14\|4.24\|4.05\|2423837;2026-03-04\|4.04\|-3.35\|4.10\|4.11\|4.02\|1625055;2026-03-05\|4.11\|1.73\|4.06\|4.15\|4.06\|1476461;2026-03-06\|4.16\|1.22\|4.08\|4.17\|4.06\|1131556;2026-03-09\|4.10\|-1.44\|4.12\|4.15\|4.06\|1104750;2026-03-10\|4.11\|0.24\|4.12\|4.13\|4.09\|790365;2026-03-11\|4.08\|-0.73\|4.11\|4.12\|4.07\|894498;2026-03-12\|4.06\|-0.49\|4.07\|4.10\|4.04\|941074;2026-03-13\|4.01\|-1.23\|4.04\|4.08\|4.00\|1128024;2026-03-16\|4.03\|0.50\|4.02\|4.06\|4.00\|812645;2026-03-17\|4.02\|-0.25\|4.02\|4.10\|4.02\|1244974;2026-03-18\|3.98\|-0.99\|4.02\|4.03\|3.93\|1294231;2026-03-19\|4.00\|0.50\|3.94\|4.10\|3.90\|1854909;2026-03-20\|3.85\|-3.75\|3.94\|3.98\|3.85\|1375870;2026-03-23\|3.66\|-4.94\|3.78\|3.81\|3.65\|1490925;2026-03-24\|3.75\|2.46\|3.71\|3.75\|3.66\|1113710;2026-03-25\|3.93\|4.80\|3.74\|4.07\|3.73\|2200896;2026-03-26\|3.80\|-3.31\|3.86\|3.90\|3.80\|1333958;2026-03-27\|3.82\|0.53\|3.76\|3.83\|3.73\|711490;2026-03-30\|3.86\|1.05\|3.77\|3.87\|3.76\|904554;2026-03-31\|3.77\|-2.33\|3.82\|3.92\|3.77\|1139911;2026-04-01\|3.79\|0.53\|3.80\|3.82\|3.76\|763863;2026-04-02\|3.75\|-1.06\|3.79\|3.79\|3.73\|732866;2026-04-03\|3.67\|-2.13\|3.75\|3.77\|3.67\|603989;2026-04-07\|3.69\|0.55\|3.67\|3.73\|3.62\|603972;2026-04-08\|3.80\|2.98\|3.74\|3.80\|3.72\|1047126;2026-04-09\|3.70\|-2.63\|3.78\|3.78\|3.70\|814815;2026-04-10\|3.72\|0.54\|3.71\|3.76\|3.71\|665596;2026-04-13\|3.82\|2.69\|3.70\|3.84\|3.69\|1380793;2026-04-14\|3.91\|2.36\|3.82\|3.93\|3.81\|1453993;2026-04-15\|3.91\|0.00\|3.98\|3.98\|3.90\|1483933;2026-04-16\|3.97\|1.53\|3.92\|3.98\|3.91\|1401384;2026-04-17\|4.11\|3.53\|4.18\|4.32\|4.10\|4038260;2026-04-20\|3.95\|-3.89\|4.10\|4.11\|3.94\|2662928;2026-04-21\|3.88\|-1.77\|3.92\|4.01\|3.86\|1699802;2026-04-22\|3.80\|-2.06\|3.83\|3.86\|3.79\|1509269;2026-04-23\|3.87\|1.84\|3.79\|4.00\|3.77\|2162309;2026-04-24\|3.78\|-2.33\|3.81\|3.83\|3.76\|1293118;2026-04-27\|3.86\|2.12\|3.79\|3.88\|3.76\|1335004;2026-04-28\|3.80\|-1.55\|3.84\|3.87\|3.78\|991191;2026-04-29\|3.82\|0.53\|3.79\|3.85\|3.78\|822411;2026-04-30\|3.84\|0.52\|3.81\|3.89\|3.80\|999436;2026-05-06\|3.80\|-1.04\|3.82\|3.84\|3.78\|1315952;2026-05-07\|3.76\|-1.05\|3.80\|3.82\|3.75\|1091286;2026-05-08\|3.77\|0.27\|3.76\|3.80\|3.76\|859281;2026-05-11\|3.73\|-1.06\|3.76\|3.77\|3.72\|885357;2026-05-12\|3.71\|-0.54\|3.71\|3.73\|3.69\|783237;2026-05-13\|3.70\|-0.27\|3.70\|3.73\|3.67\|755506;2026-05-14\|3.75\|1.35\|3.70\|3.83\|3.65\|1892083;2026-05-15\|3.66\|-2.40\|3.71\|3.72\|3.65\|1048624;2026-05-18\|3.63\|-0.82\|3.62\|3.65\|3.62\|580497;2026-05-19\|3.65\|0.55\|3.63\|3.67\|3.62\|601445;2026-05-20\|3.56\|-2.47\|3.64\|3.64\|3.56\|845466;2026-05-21\|3.44\|-3.37\|3.55\|3.57\|3.43\|1369623;2026-05-22\|3.46\|0.58\|3.44\|3.53\|3.38\|815950;2026-05-25\|3.48\|0.58\|3.41\|3.57\|3.38\|1276048;2026-05-26\|3.60\|3.45\|3.44\|3.70\|3.42\|2177448;2026-05-27\|3.75\|4.17\|3.55\|3.85\|3.47\|3623900;2026-05-28\|3.58\|-4.53\|3.65\|3.75\|3.57\|2154546;2026-05-29\|3.70\|3.35\|3.54\|3.79\|3.51\|2960888;2026-06-01\|3.67\|-0.81\|3.62\|3.71\|3.59\|1695146;2026-06-02\|3.61\|-1.63\|3.67\|3.71\|3.58\|1471832;2026-06-03\|3.53\|-2.22\|3.58\|3.59\|3.52\|1263492;2026-06-04\|3.41\|-3.40\|3.50\|3.55\|3.41\|1216171;2026-06-05\|3.46\|1.47\|3.44\|3.61\|3.43\|1274810;2026-06-08\|3.41\|-1.45\|3.45\|3.53\|3.40\|1184422;2026-06-09\|3.31\|-2.93\|3.37\|3.39\|3.27\|1134065;2026-06-10\|3.23\|-2.42\|3.33\|3.35\|3.23\|897649;2026-06-11\|3.16\|-2.17\|3.21\|3.27\|3.15\|801031;2026-06-12\|3.21\|1.58\|3.15\|3.28\|3.14\|1085275;2026-06-15\|3.25\|1.25\|3.20\|3.31\|3.20\|1122351;2026-06-16\|3.28\|0.92\|3.23\|3.32\|3.20\|1385586;2026-06-17\|3.17\|-3.35\|3.28\|3.28\|3.16\|1121404;2026-06-18\|3.10\|-2.21\|3.16\|3.17\|3.10\|946281;2026-06-22\|3.08\|-0.65\|3.06\|3.08\|2.99\|1325201;2026-06-23\|3.09\|0.32\|3.06\|3.20\|3.05\|1268959;2026-06-24\|2.97\|-3.88\|3.06\|3.09\|2.96\|1263309;2026-06-25\|3.02\|1.68\|2.97\|3.07\|2.91\|1359996;2026-06-26\|3.03\|0.33\|2.99\|3.13\|2.92\|1778529;2026-06-29\|2.90\|-4.29\|2.98\|3.00\|2.88\|1610418;2026-06-30\|2.84\|-2.07\|2.86\|2.90\|2.79\|1734145;2026-07-01\|3.12\|9.86\|2.83\|3.12\|2.81\|2609258;2026-07-02\|3.15\|0.96\|3.11\|3.24\|3.08\|3203973;2026-07-03\|3.09\|-1.90\|3.14\|3.17\|3.08\|1591245;2026-07-06\|3.10\|0.32\|3.09\|3.18\|3.05\|1555978;2026-07-07\|3.01\|-2.90\|3.10\|3.11\|2.99\|1088143;2026-07-08\|3.01\|0.00\|2.99\|3.05\|2.97\|941221;2026-07-09\|3.06\|1.66\|3.00\|3.07\|2.95\|919010
118586	行业估值处于历史低位	子公司购买资产+醋酸纤维素+竹基新材料+宜宾国资 1、据2026年7月1日公告，公司此前披露控股子公司四川金竹新材料有限责任公司拟以自有资金购买关联方宜宾普什联动科技有限公司的工业用地及地上建筑物、附属物。本次交易购买的资产已完成转让过户手续，近日，金竹新材料已按合同要求向普什联动支付交易尾款6618.51万元。 2、据2026年4月23日年报，公司战略转型，构建以绿碳特种生物基新材料为核心，竹基新材料与醋纤新材料为双轮支撑的产业格局，聚焦生物基及可降解特种新材料方向。 3、据2026年4月30日及5月7日机构调研，子公司四川普什醋酸纤维素是全球少有的醋酸纤维素生产商，三醋酸纤维素产品填补国内空白；公司竹浆纤维制莱赛尔纤维项目正有序推进。 4、据2026年4月23日年报，公司控股股东为四川省宜宾五粮液集团有限公司，最终控制人为宜宾市政府国有资产监督管理委员会。	西南最大的食品包装原纸生产企业；公司主营业务有食品包装原纸、生活用纸原纸以及生活用纸成品纸的生产和销售	2026-03-02\|20.31\|-2.21\|20.44\|20.65\|19.86\|57337;2026-03-03\|19.35\|-4.73\|20.26\|20.37\|19.35\|48249;2026-03-04\|19.10\|-1.29\|19.10\|19.37\|18.86\|23924;2026-03-05\|19.60\|2.62\|19.35\|20.33\|19.32\|43169;2026-03-06\|19.79\|0.97\|19.50\|19.84\|19.39\|23811;2026-03-09\|19.50\|-1.47\|19.53\|19.68\|19.15\|29110;2026-03-10\|19.78\|1.44\|19.51\|19.90\|19.51\|20133;2026-03-11\|19.54\|-1.21\|19.74\|19.91\|19.48\|19513;2026-03-12\|19.13\|-2.10\|19.50\|19.54\|19.12\|21354;2026-03-13\|19.06\|-0.37\|19.10\|19.35\|19.01\|17137;2026-03-16\|19.19\|0.68\|19.05\|19.34\|18.94\|19224;2026-03-17\|19.51\|1.67\|19.20\|19.65\|19.08\|39287;2026-03-18\|19.23\|-1.44\|19.52\|19.52\|18.90\|29099;2026-03-19\|18.76\|-2.44\|19.06\|19.18\|18.67\|21391;2026-03-20\|18.40\|-1.92\|18.68\|19.06\|18.36\|29410;2026-03-23\|17.14\|-6.85\|18.18\|18.20\|17.03\|43339;2026-03-24\|17.97\|4.84\|17.50\|17.97\|17.25\|46498;2026-03-25\|18.44\|2.62\|17.93\|18.58\|17.88\|33299;2026-03-26\|18.18\|-1.41\|18.50\|18.60\|18.10\|17912;2026-03-27\|18.48\|1.65\|18.01\|18.57\|17.98\|22868;2026-03-30\|18.52\|0.22\|18.41\|18.54\|18.15\|17937;2026-03-31\|18.21\|-1.67\|18.60\|18.75\|18.15\|17212;2026-04-01\|18.39\|0.99\|18.34\|18.45\|18.13\|16442;2026-04-02\|18.26\|-0.71\|18.40\|18.52\|18.07\|16218;2026-04-03\|17.88\|-2.08\|18.22\|18.24\|17.71\|20693;2026-04-07\|18.23\|1.96\|17.99\|18.84\|17.67\|30119;2026-04-08\|18.79\|3.07\|18.50\|18.83\|18.19\|41228;2026-04-09\|18.24\|-2.93\|18.60\|18.74\|18.13\|23244;2026-04-10\|18.59\|1.92\|18.33\|19.34\|18.33\|41128;2026-04-13\|18.33\|-1.40\|18.49\|18.93\|18.29\|28323;2026-04-14\|18.54\|1.15\|18.52\|18.65\|18.13\|32513;2026-04-15\|18.37\|-0.92\|18.55\|18.58\|18.35\|15323;2026-04-16\|18.59\|1.20\|18.42\|18.72\|18.28\|25538;2026-04-17\|18.71\|0.65\|18.52\|18.84\|18.40\|24888;2026-04-20\|19.02\|1.66\|18.55\|19.09\|18.50\|34038;2026-04-21\|18.95\|-0.37\|18.88\|19.09\|18.74\|22310;2026-04-22\|18.76\|-1.00\|19.00\|19.03\|18.64\|21438;2026-04-23\|18.20\|-2.99\|18.79\|18.79\|18.02\|42032;2026-04-24\|17.80\|-2.20\|18.09\|18.17\|17.73\|33689;2026-04-27\|17.94\|0.79\|17.85\|17.98\|17.53\|23417;2026-04-28\|17.42\|-2.90\|17.82\|17.99\|17.26\|33938;2026-04-29\|17.84\|2.41\|17.42\|17.99\|17.40\|33022;2026-04-30\|16.31\|-8.58\|17.04\|17.29\|16.06\|110096;2026-05-06\|15.70\|-3.74\|16.30\|16.46\|15.59\|75556;2026-05-07\|16.48\|4.97\|15.88\|17.09\|15.71\|97123;2026-05-08\|16.57\|0.55\|16.51\|16.77\|16.23\|41589;2026-05-11\|16.46\|-0.66\|16.68\|16.79\|16.35\|38473;2026-05-12\|16.12\|-2.07\|16.46\|16.57\|16.06\|30920;2026-05-13\|16.16\|0.25\|16.22\|16.23\|15.95\|24379;2026-05-14\|15.91\|-1.55\|16.18\|16.19\|15.88\|23556;2026-05-15\|16.00\|0.57\|15.85\|16.45\|15.85\|36640;2026-05-18\|15.86\|-0.88\|15.91\|16.06\|15.72\|24227;2026-05-19\|16.00\|0.88\|16.01\|16.18\|15.79\|20358;2026-05-20\|15.52\|-3.00\|15.92\|15.93\|15.45\|27990;2026-05-21\|14.94\|-3.74\|15.45\|15.68\|14.90\|39961;2026-05-22\|15.13\|1.27\|14.91\|15.25\|14.74\|27483;2026-05-25\|14.86\|-1.78\|15.13\|15.25\|14.68\|24495;2026-05-26\|14.87\|0.07\|14.80\|15.00\|14.55\|28801;2026-05-27\|14.50\|-2.49\|14.83\|14.83\|14.38\|32015;2026-05-28\|14.52\|0.14\|14.50\|15.00\|14.28\|33953;2026-05-29\|14.15\|-2.55\|14.52\|14.52\|14.07\|29130;2026-06-01\|14.57\|2.97\|14.13\|14.72\|14.01\|37866;2026-06-02\|14.11\|-3.16\|14.56\|14.67\|13.99\|30028;2026-06-03\|13.84\|-1.91\|14.12\|14.12\|13.75\|30567;2026-06-04\|13.51\|-2.38\|13.84\|13.88\|13.39\|27355;2026-06-05\|13.50\|-0.07\|13.67\|13.70\|13.17\|33737;2026-06-08\|13.95\|3.33\|13.25\|14.80\|13.20\|87348;2026-06-09\|13.58\|-2.65\|14.04\|14.09\|13.47\|51031;2026-06-10\|13.52\|-0.44\|13.44\|14.11\|13.35\|39343;2026-06-11\|13.39\|-0.96\|13.42\|13.68\|13.10\|32632;2026-06-12\|13.72\|2.46\|13.50\|13.80\|13.20\|39063;2026-06-15\|13.44\|-2.04\|13.60\|13.90\|13.38\|39927;2026-06-16\|13.30\|-1.04\|13.40\|13.43\|13.02\|30831;2026-06-17\|12.95\|-2.63\|13.28\|13.37\|12.83\|31379;2026-06-18\|12.80\|-1.16\|13.15\|13.15\|12.63\|26308;2026-06-22\|12.68\|-0.94\|12.85\|12.85\|12.16\|38234;2026-06-23\|13.95\|10.02\|12.80\|13.95\|12.63\|97043;2026-06-24\|12.70\|-8.96\|14.02\|14.02\|12.63\|119964;2026-06-25\|12.21\|-3.86\|12.96\|13.06\|12.08\|76341;2026-06-26\|11.75\|-3.77\|12.20\|12.21\|11.72\|55696;2026-06-29\|12.03\|2.38\|11.74\|12.10\|11.43\|52275;2026-06-30\|12.03\|0.00\|12.01\|12.10\|11.66\|37393;2026-07-01\|13.23\|9.98\|12.04\|13.23\|12.02\|81548;2026-07-02\|14.55\|9.98\|13.30\|14.55\|13.30\|44393;2026-07-03\|16.01\|10.03\|16.01\|16.01\|16.00\|36568;2026-07-06\|17.61\|9.99\|17.60\|17.61\|15.50\|185412;2026-07-07\|19.37\|9.99\|17.65\|19.37\|17.65\|169029;2026-07-08\|18.41\|-4.96\|19.00\|19.40\|17.65\|295958;2026-07-09\|17.03\|-7.50\|17.50\|18.25\|16.57\|154292
118585	行业估值处于历史低位	空调+电器+估值提升+国企 1、公司是中国重要的电器制造商之一，拥有合肥、绵阳、景德镇和中山四大国内制造基地，印尼等海外制造基地。经过40多年的发展，公司从单一的冰箱品类到构建完成冰箱（柜）、空调、洗衣机、厨大电、小家电和生物医疗低温存储设备等多品类协同发展的新格局。 2、公司控股股东为四川长虹电器股份有限公司，实际控制人为绵阳市国有资产监督管理委员会，具备国企改革背景。 3、据2026年4月3日年报及2026年4月20日投资者关系活动记录表，公司针对B股连续12个月破净情况制定了《B股估值提升计划》，拟通过提升经营能力、强化现金分红、健全激励机制等多举措提升B股投资价值。	1、公司完成了综合白电的产业布局，覆盖了冰箱柜、洗衣机、空调、厨卫、小家电等全产品线； 2、旗下全资子公司四川虹美智能科技有限公司获得华为鸿蒙生态模组技术认证证书，并开始提供鸿蒙OS模组	2026-03-02\|6.41\|-2.73\|6.52\|6.56\|6.39\|252491;2026-03-03\|6.27\|-2.18\|6.40\|6.46\|6.25\|240613;2026-03-04\|6.17\|-1.59\|6.23\|6.25\|6.13\|172539;2026-03-05\|6.21\|0.65\|6.21\|6.24\|6.18\|102137;2026-03-06\|6.27\|0.97\|6.19\|6.28\|6.18\|130338;2026-03-09\|6.22\|-0.80\|6.22\|6.25\|6.18\|124549;2026-03-10\|6.27\|0.80\|6.25\|6.30\|6.24\|88328;2026-03-11\|6.36\|1.44\|6.28\|6.37\|6.26\|150897;2026-03-12\|6.35\|-0.16\|6.37\|6.39\|6.34\|86969;2026-03-13\|6.39\|0.63\|6.34\|6.43\|6.31\|124243;2026-03-16\|6.36\|-0.47\|6.36\|6.39\|6.31\|85726;2026-03-17\|6.33\|-0.47\|6.36\|6.42\|6.32\|86230;2026-03-18\|6.32\|-0.16\|6.34\|6.36\|6.26\|69764;2026-03-19\|6.20\|-1.90\|6.29\|6.29\|6.17\|100711;2026-03-20\|6.13\|-1.13\|6.20\|6.23\|6.12\|78805;2026-03-23\|5.81\|-5.22\|6.05\|6.06\|5.80\|147147;2026-03-24\|6.04\|3.96\|5.88\|6.05\|5.84\|122930;2026-03-25\|6.14\|1.66\|6.02\|6.15\|6.01\|72575;2026-03-26\|6.13\|-0.16\|6.15\|6.21\|6.11\|76149;2026-03-27\|6.10\|-0.49\|6.08\|6.14\|6.05\|75403;2026-03-30\|6.14\|0.66\|6.06\|6.15\|6.02\|83228;2026-03-31\|6.17\|0.49\|6.14\|6.25\|6.13\|77436;2026-04-01\|6.30\|2.11\|6.23\|6.34\|6.19\|123278;2026-04-02\|6.29\|-0.16\|6.28\|6.35\|6.25\|96918;2026-04-03\|5.77\|-8.27\|6.07\|6.09\|5.70\|318429;2026-04-07\|5.68\|-1.56\|5.72\|5.73\|5.55\|187788;2026-04-08\|5.81\|2.29\|5.78\|5.82\|5.73\|131495;2026-04-09\|5.68\|-2.24\|5.76\|5.80\|5.67\|86754;2026-04-10\|5.75\|1.23\|5.70\|5.77\|5.70\|87740;2026-04-13\|5.72\|-0.52\|5.70\|5.74\|5.69\|59444;2026-04-14\|5.71\|-0.17\|5.74\|5.75\|5.67\|69832;2026-04-15\|5.68\|-0.53\|5.73\|5.75\|5.67\|101756;2026-04-16\|5.72\|0.70\|5.69\|5.72\|5.68\|58992;2026-04-17\|5.70\|-0.35\|5.70\|5.71\|5.67\|48084;2026-04-20\|5.78\|1.40\|5.72\|5.78\|5.70\|101991;2026-04-21\|5.72\|-1.04\|5.77\|5.77\|5.71\|74892;2026-04-22\|5.62\|-1.75\|5.67\|5.68\|5.60\|126290;2026-04-23\|5.67\|0.89\|5.62\|5.71\|5.58\|116871;2026-04-24\|5.63\|-0.71\|5.65\|5.66\|5.58\|78770;2026-04-27\|5.63\|0.00\|5.61\|5.64\|5.58\|61344;2026-04-28\|5.61\|-0.36\|5.60\|5.64\|5.59\|54218;2026-04-29\|5.68\|1.25\|5.60\|5.68\|5.59\|68085;2026-04-30\|5.66\|-0.35\|5.66\|5.69\|5.64\|67389;2026-05-06\|5.69\|0.53\|5.66\|5.72\|5.65\|88274;2026-05-07\|5.72\|0.53\|5.68\|5.73\|5.68\|98812;2026-05-08\|5.82\|1.75\|5.71\|5.85\|5.69\|134651;2026-05-11\|5.80\|-0.34\|5.83\|5.85\|5.77\|85579;2026-05-12\|5.72\|-1.38\|5.80\|5.81\|5.71\|67529;2026-05-13\|5.70\|-0.35\|5.72\|5.74\|5.68\|64677;2026-05-14\|5.61\|-1.58\|5.70\|5.70\|5.60\|69834;2026-05-15\|5.60\|-0.18\|5.61\|5.65\|5.58\|63584;2026-05-18\|5.49\|-1.96\|5.60\|5.60\|5.46\|88263;2026-05-19\|5.58\|1.64\|5.50\|5.59\|5.45\|61290;2026-05-20\|5.51\|-1.25\|5.58\|5.58\|5.48\|50328;2026-05-21\|5.48\|-0.54\|5.50\|5.58\|5.46\|74045;2026-05-22\|5.47\|-0.18\|5.47\|5.50\|5.39\|64120;2026-05-25\|5.45\|-0.37\|5.50\|5.50\|5.42\|46214;2026-05-26\|5.53\|1.47\|5.44\|5.54\|5.38\|72382;2026-05-27\|5.42\|-1.99\|5.50\|5.53\|5.40\|53580;2026-05-28\|5.59\|3.14\|5.41\|5.61\|5.40\|130503;2026-05-29\|5.57\|-0.36\|5.58\|5.64\|5.54\|79319;2026-06-01\|5.81\|4.31\|5.97\|6.11\|5.66\|260663;2026-06-02\|5.67\|-2.41\|5.78\|5.81\|5.64\|171489;2026-06-03\|5.58\|-1.59\|5.65\|5.68\|5.53\|105813;2026-06-04\|5.70\|2.15\|5.59\|5.72\|5.56\|112411;2026-06-05\|5.74\|0.70\|5.70\|5.81\|5.68\|118393;2026-06-08\|5.50\|-4.18\|5.64\|5.71\|5.48\|122508;2026-06-09\|5.48\|-0.36\|5.54\|5.55\|5.41\|91093;2026-06-10\|5.71\|4.20\|5.44\|5.80\|5.42\|239411;2026-06-11\|5.83\|2.10\|5.70\|5.95\|5.68\|262046;2026-06-12\|5.87\|0.69\|5.86\|6.05\|5.80\|333837;2026-06-15\|5.89\|0.34\|5.90\|5.96\|5.72\|201937;2026-06-16\|5.88\|-0.17\|5.86\|5.92\|5.78\|111544;2026-06-17\|5.76\|-2.04\|5.88\|5.88\|5.74\|82733;2026-06-18\|5.54\|-3.82\|5.71\|5.73\|5.48\|111400;2026-06-22\|5.60\|1.08\|5.50\|5.60\|5.36\|107642;2026-06-23\|5.40\|0.00\|5.42\|5.51\|5.38\|91750;2026-06-24\|5.20\|-3.70\|5.38\|5.39\|5.20\|93412;2026-06-25\|5.06\|-2.69\|5.20\|5.23\|5.05\|73362;2026-06-26\|4.99\|-1.38\|5.07\|5.08\|4.96\|57725;2026-06-29\|5.49\|10.02\|5.49\|5.49\|5.22\|371068;2026-06-30\|5.43\|-1.09\|5.36\|5.75\|5.36\|454180;2026-07-01\|5.97\|9.94\|5.36\|5.97\|5.22\|580398;2026-07-02\|5.87\|-1.68\|5.90\|6.27\|5.78\|665184;2026-07-03\|5.88\|0.17\|5.88\|6.07\|5.80\|401579;2026-07-06\|6.14\|4.42\|5.80\|6.36\|5.71\|541154;2026-07-07\|5.65\|-7.98\|5.99\|6.02\|5.61\|399652;2026-07-08\|5.73\|1.42\|5.61\|5.75\|5.45\|268425;2026-07-09\|5.40\|-5.76\|5.58\|5.67\|5.38\|167017
118584	行业估值处于历史低位	零售+黄金+杭州金帝入主行业原因：科技板块调整背景下，资金寻求低位避险资产。中信建投此前指出，2025年至今，消费板块整体居后，市场对于消费下行的预期尚未充分反馈，但估值和业绩接近理性区间，机构配置也处于低位。公司原因： 1、据2025年年度报告，公司主营商业零售，旗下核心品牌“宁波二百”为宁波老字号，深度激活黄金珠宝、床上用品、滋补品“三张金名片”，推动线上线下融合与文旅跨业态整合，构建四大新消费场景。 2、据2025年年度报告及2026年一季报，公司自营中国黄金品牌，2025年黄金销售额达4亿元；2026年一季度归母净利润同比增长285.61%，主要因金价波动带动黄金零售业务利润增加。 3、据2025年年度报告及股权过户公告，杭州金帝商业管理有限公司通过司法拍卖取得公司28.96%股份，于2026年1月完成过户，公司控股股东变更为杭州金帝，实际控制人变更为卢斯侃、孔列岚夫妇。	宁波大型百货零售商店	2026-03-02\|13.04\|-2.98\|13.20\|13.39\|12.87\|57527;2026-03-03\|12.60\|-3.37\|12.97\|13.13\|12.58\|43667;2026-03-04\|12.47\|-1.03\|12.48\|12.63\|12.34\|36143;2026-03-05\|12.64\|1.36\|12.65\|12.83\|12.58\|24175;2026-03-06\|12.87\|1.82\|12.58\|12.89\|12.55\|23488;2026-03-09\|12.76\|-0.85\|12.71\|12.83\|12.57\|31942;2026-03-10\|12.97\|1.65\|12.82\|13.01\|12.82\|24246;2026-03-11\|12.79\|-1.39\|13.03\|13.03\|12.75\|21615;2026-03-12\|12.55\|-1.88\|12.86\|12.87\|12.54\|25050;2026-03-13\|12.58\|0.24\|12.60\|12.80\|12.53\|21347;2026-03-16\|12.52\|-0.48\|12.60\|12.72\|12.39\|25096;2026-03-17\|12.35\|-1.36\|12.55\|12.72\|12.34\|24281;2026-03-18\|12.47\|0.97\|12.35\|12.53\|12.26\|21826;2026-03-19\|12.13\|-2.73\|12.40\|12.47\|12.08\|26533;2026-03-20\|11.85\|-2.31\|12.13\|12.24\|11.83\|25482;2026-03-23\|11.26\|-4.98\|11.73\|11.73\|11.11\|33240;2026-03-24\|11.95\|6.13\|11.51\|11.98\|11.40\|45471;2026-03-25\|12.18\|1.92\|11.96\|12.20\|11.95\|23181;2026-03-26\|12.04\|-1.15\|12.20\|12.28\|11.96\|20519;2026-03-27\|12.19\|1.25\|11.90\|12.22\|11.86\|16276;2026-03-30\|12.25\|0.49\|12.20\|12.34\|12.05\|21251;2026-03-31\|11.84\|-3.35\|12.40\|12.49\|11.80\|34929;2026-04-01\|11.92\|0.68\|12.08\|12.13\|11.80\|24247;2026-04-02\|11.81\|-0.92\|11.98\|12.03\|11.73\|23622;2026-04-03\|11.49\|-2.71\|11.86\|11.90\|11.45\|20708;2026-04-07\|11.67\|1.57\|11.38\|11.73\|11.37\|24637;2026-04-08\|12.02\|3.00\|12.19\|12.21\|11.67\|36105;2026-04-09\|11.68\|-2.83\|12.14\|12.14\|11.65\|26039;2026-04-10\|11.94\|2.23\|11.68\|12.11\|11.68\|30128;2026-04-13\|12.02\|0.67\|11.94\|12.05\|11.78\|19936;2026-04-14\|12.03\|0.08\|12.11\|12.15\|11.86\|18653;2026-04-15\|11.84\|-1.58\|12.08\|12.08\|11.82\|20248;2026-04-16\|12.10\|2.20\|11.83\|12.21\|11.76\|32254;2026-04-17\|12.03\|-0.58\|12.10\|12.21\|11.92\|20769;2026-04-20\|12.23\|1.66\|12.05\|12.45\|11.90\|37762;2026-04-21\|12.15\|-0.65\|12.13\|12.55\|12.07\|35733;2026-04-22\|11.99\|-1.32\|12.14\|12.14\|11.95\|25097;2026-04-23\|11.91\|-0.67\|12.03\|12.17\|11.76\|26054;2026-04-24\|12.03\|1.01\|11.92\|12.08\|11.80\|23345;2026-04-27\|12.38\|2.91\|11.94\|12.41\|11.94\|34111;2026-04-28\|12.19\|-1.53\|12.37\|12.50\|12.12\|30845;2026-04-29\|12.37\|1.48\|12.24\|12.48\|12.15\|24144;2026-04-30\|12.71\|2.75\|12.59\|12.91\|12.40\|43587;2026-05-06\|12.65\|-0.47\|12.72\|12.85\|12.52\|35037;2026-05-07\|12.85\|1.58\|12.71\|13.05\|12.53\|43888;2026-05-08\|12.87\|0.16\|12.82\|12.97\|12.55\|46866;2026-05-11\|13.06\|1.48\|12.89\|13.19\|12.83\|35026;2026-05-12\|12.83\|-1.76\|13.11\|13.24\|12.81\|31760;2026-05-13\|14.11\|9.98\|12.95\|14.11\|12.67\|122642;2026-05-14\|15.52\|9.99\|13.88\|15.52\|13.47\|267254;2026-05-15\|13.97\|-9.99\|15.55\|15.55\|13.97\|269340;2026-05-18\|14.74\|5.51\|13.15\|15.37\|13.15\|284874;2026-05-19\|14.17\|-3.87\|14.33\|14.80\|14.01\|169817;2026-05-20\|13.78\|-2.75\|13.95\|14.44\|13.65\|115406;2026-05-21\|14.25\|3.41\|13.85\|14.98\|13.73\|193318;2026-05-22\|14.25\|0.00\|14.26\|14.45\|13.67\|120468;2026-05-25\|13.99\|-1.82\|14.15\|14.25\|13.80\|79500;2026-05-26\|14.54\|3.93\|13.86\|14.61\|13.54\|157224;2026-05-27\|15.03\|3.37\|14.20\|15.26\|14.11\|198775;2026-05-28\|14.10\|-6.19\|14.61\|15.15\|14.01\|167397;2026-05-29\|15.51\|10.00\|14.35\|15.51\|13.90\|272929;2026-06-01\|15.72\|1.62\|14.94\|16.68\|14.94\|301734;2026-06-02\|16.53\|5.15\|15.50\|16.88\|15.13\|291193;2026-06-03\|17.22\|4.17\|16.30\|17.47\|15.52\|246158;2026-06-04\|15.75\|-8.54\|16.71\|17.29\|15.60\|208254;2026-06-05\|15.39\|-2.29\|15.90\|16.88\|15.00\|177095;2026-06-08\|14.65\|-4.81\|14.71\|15.53\|14.28\|149031;2026-06-09\|14.28\|-2.53\|14.60\|14.68\|13.90\|108138;2026-06-10\|14.45\|1.19\|14.29\|15.11\|13.83\|99953;2026-06-11\|14.16\|-2.01\|14.00\|14.60\|13.96\|62850;2026-06-12\|15.58\|10.03\|14.20\|15.58\|14.20\|179493;2026-06-15\|16.24\|4.24\|15.81\|16.45\|15.77\|159781;2026-06-16\|15.91\|-2.03\|16.10\|16.24\|15.64\|116205;2026-06-17\|16.12\|1.32\|15.87\|16.66\|15.50\|144464;2026-06-18\|16.02\|-0.62\|15.88\|16.41\|15.80\|108624;2026-06-22\|15.32\|-4.37\|15.78\|16.33\|14.90\|120078;2026-06-23\|15.07\|-1.63\|15.75\|15.86\|14.94\|77278;2026-06-24\|15.78\|4.71\|14.99\|16.00\|14.90\|113465;2026-06-25\|17.36\|10.01\|15.66\|17.36\|15.66\|118570;2026-06-26\|17.87\|2.94\|18.05\|19.10\|17.51\|310766;2026-06-29\|19.66\|10.02\|17.13\|19.66\|17.13\|180110;2026-06-30\|19.92\|1.32\|18.98\|20.84\|18.71\|241143;2026-07-01\|21.91\|9.99\|19.75\|21.91\|19.70\|131975;2026-07-02\|22.63\|3.29\|21.78\|23.23\|21.01\|247858;2026-07-03\|21.30\|-5.88\|22.63\|24.24\|20.38\|225104;2026-07-06\|20.44\|-4.04\|21.20\|21.69\|19.78\|170743;2026-07-07\|19.46\|-4.79\|20.07\|20.44\|18.83\|121119;2026-07-08\|19.18\|-1.44\|19.52\|19.74\|18.92\|92616;2026-07-09\|18.89\|-1.51\|19.19\|20.00\|18.67\|51704
118583	行业估值处于历史低位	农批市场+国企+回购注销 1、据浙江东日2025年年度报告，公司是国内为数不多的从事农批市场专业运营的国有控股上市公司，其娄桥板块市场集群已成为浙南闽北地区的农产品价格形成中心，具备显著的区位与规模优势。 2、据浙江东日2025年年度报告，公司最终控制人为温州市人民政府国有资产监督管理委员会，属于国有企业。 3、据浙江东日2026年6月26日公告，公司2026年第二次临时股东会审议通过《关于要求浙江东日股份有限公司终止2023年限制性股票激励计划暨回购注销限制性股票的议案》；据公司2026年6月9日公告，控股股东提请终止激励计划并回购注销已授予尚未解除限售的限制性股票。	1、公司主营业务收入主要来自于农副产品批发交易市场业务和生鲜食材配送业务； 2、子公司培安美此前与首都医科大学开展业务洽谈，推进脑机接口技术研发与产业化	2026-03-02\|57.14\|-0.04\|56.76\|57.35\|55.70\|34895;2026-03-03\|57.26\|0.21\|57.24\|57.74\|56.70\|36167;2026-03-04\|56.39\|-1.52\|57.05\|58.50\|56.05\|36225;2026-03-05\|56.15\|-0.43\|56.87\|57.30\|55.39\|32161;2026-03-06\|57.10\|1.69\|56.10\|57.64\|55.61\|34100;2026-03-09\|57.88\|1.37\|57.10\|58.73\|57.10\|46090;2026-03-10\|57.42\|-0.79\|58.36\|58.99\|57.12\|32244;2026-03-11\|57.32\|-0.17\|57.44\|58.28\|56.53\|31380;2026-03-12\|56.49\|-1.45\|57.30\|57.30\|56.25\|22825;2026-03-13\|55.72\|-1.36\|55.93\|56.78\|55.66\|19549;2026-03-16\|55.58\|-0.25\|56.00\|56.00\|54.50\|21040;2026-03-17\|54.77\|-1.46\|55.27\|56.30\|54.67\|17417;2026-03-18\|54.73\|-0.07\|55.00\|55.18\|53.56\|27732;2026-03-19\|53.20\|-2.80\|54.36\|55.00\|53.06\|27019;2026-03-20\|55.77\|4.83\|53.35\|56.70\|53.30\|63031;2026-03-23\|52.69\|-5.52\|55.15\|55.45\|52.34\|43252;2026-03-24\|53.00\|0.59\|53.49\|53.80\|52.44\|27683;2026-03-25\|51.30\|-3.21\|53.09\|54.10\|51.12\|57891;2026-03-26\|50.49\|-1.58\|51.44\|53.00\|50.29\|43673;2026-03-27\|50.17\|-0.63\|50.06\|51.90\|48.07\|68335;2026-03-30\|50.26\|0.18\|49.86\|51.72\|49.00\|56373;2026-03-31\|49.28\|-1.95\|50.26\|50.79\|49.23\|32176;2026-04-01\|48.69\|-1.20\|49.42\|50.68\|48.50\|35361;2026-04-02\|47.20\|-3.06\|48.75\|48.78\|46.41\|58572;2026-04-03\|46.52\|-1.44\|47.17\|47.50\|45.65\|60216;2026-04-07\|47.05\|1.14\|46.75\|48.10\|45.01\|64990;2026-04-08\|47.55\|1.06\|47.95\|48.00\|47.17\|36501;2026-04-09\|46.65\|-1.89\|47.16\|47.90\|46.62\|33827;2026-04-10\|46.63\|-0.04\|46.74\|47.46\|46.52\|27238;2026-04-13\|46.50\|-0.28\|46.58\|46.99\|46.00\|22061;2026-04-14\|46.45\|-0.11\|46.97\|47.00\|45.89\|26075;2026-04-15\|45.58\|-1.87\|46.40\|46.54\|45.30\|36936;2026-04-16\|46.50\|2.02\|45.46\|46.99\|45.00\|45737;2026-04-17\|47.19\|1.77\|46.22\|48.69\|46.08\|52813;2026-04-20\|46.51\|-1.44\|47.05\|47.88\|46.34\|33342;2026-04-21\|45.50\|-2.17\|46.25\|46.97\|45.48\|33599;2026-04-22\|44.84\|-1.45\|45.40\|45.88\|44.72\|36117;2026-04-23\|45.97\|2.52\|44.96\|46.98\|43.84\|60423;2026-04-24\|45.30\|-1.46\|46.01\|47.00\|45.13\|38917;2026-04-27\|45.03\|-0.60\|44.78\|45.49\|44.75\|26001;2026-04-28\|44.58\|-1.00\|45.06\|45.47\|44.35\|24257;2026-04-29\|45.20\|1.39\|44.57\|45.57\|44.20\|38676;2026-04-30\|44.68\|-1.15\|45.23\|46.18\|44.32\|40781;2026-05-06\|49.15\|10.00\|44.93\|49.15\|44.79\|47081;2026-05-07\|49.38\|0.47\|52.10\|53.56\|48.32\|156221;2026-05-08\|47.94\|-2.92\|49.38\|50.00\|47.75\|73578;2026-05-11\|45.96\|-4.13\|48.41\|48.43\|45.81\|71485;2026-05-12\|43.53\|-5.29\|45.96\|45.98\|43.23\|68803;2026-05-13\|45.11\|3.63\|43.00\|47.58\|40.93\|123907;2026-05-14\|43.99\|-2.48\|46.10\|46.10\|43.86\|63795;2026-05-15\|42.88\|-2.52\|43.99\|44.58\|42.52\|38526;2026-05-18\|42.43\|-1.05\|42.88\|43.95\|42.01\|49986;2026-05-19\|41.64\|-1.86\|41.95\|42.85\|41.27\|35497;2026-05-20\|40.54\|-2.64\|41.55\|41.59\|40.15\|45366;2026-05-21\|37.68\|-7.05\|41.00\|41.23\|37.59\|93042;2026-05-22\|39.12\|3.82\|37.80\|41.18\|36.52\|98078;2026-05-25\|37.47\|-4.22\|39.40\|39.40\|37.09\|61644;2026-05-26\|37.59\|0.32\|37.10\|38.18\|35.60\|63588;2026-05-27\|37.08\|-1.36\|37.00\|37.69\|35.70\|54948;2026-05-28\|37.50\|1.13\|37.45\|38.33\|36.55\|61910;2026-05-29\|37.77\|0.72\|37.69\|38.50\|37.31\|66689;2026-06-01\|38.83\|2.81\|37.79\|39.97\|37.14\|90617;2026-06-02\|36.80\|-5.23\|38.88\|39.00\|36.66\|62824;2026-06-03\|35.92\|-2.39\|36.80\|37.11\|35.71\|56431;2026-06-04\|35.78\|-0.39\|36.49\|36.97\|35.30\|47759;2026-06-05\|36.58\|2.24\|35.57\|37.75\|35.41\|64630;2026-06-08\|35.35\|-3.36\|36.29\|36.88\|35.00\|50838;2026-06-09\|35.07\|-0.79\|35.78\|36.46\|34.89\|49764;2026-06-10\|34.45\|-1.77\|34.67\|35.30\|34.00\|51017;2026-06-11\|34.20\|-0.73\|34.46\|34.86\|33.72\|44778;2026-06-12\|35.85\|4.82\|33.86\|36.21\|33.86\|71181;2026-06-15\|36.14\|0.81\|35.80\|36.42\|35.41\|44308;2026-06-16\|35.59\|-1.52\|36.14\|36.14\|35.15\|47036;2026-06-17\|34.00\|-4.47\|35.68\|35.68\|33.97\|42205;2026-06-18\|32.99\|-2.97\|33.98\|33.98\|32.40\|83145;2026-06-22\|30.44\|-7.73\|32.80\|32.83\|30.11\|126906;2026-06-23\|29.97\|-1.54\|29.56\|31.50\|28.41\|207264;2026-06-24\|29.82\|-0.50\|30.57\|30.88\|29.15\|115904;2026-06-25\|28.16\|-5.57\|29.87\|30.40\|28.05\|114087;2026-06-26\|27.42\|-2.63\|28.08\|28.78\|27.20\|139013;2026-06-29\|30.16\|9.99\|27.34\|30.16\|26.17\|99664;2026-06-30\|33.18\|10.01\|31.38\|33.18\|30.68\|109144;2026-07-01\|36.50\|10.01\|35.59\|36.50\|35.18\|131806;2026-07-02\|36.15\|-0.96\|36.50\|38.98\|35.55\|316016;2026-07-03\|34.40\|-4.84\|36.50\|38.41\|34.13\|201301;2026-07-06\|33.85\|-1.60\|34.39\|35.64\|33.59\|126850;2026-07-07\|31.58\|-6.71\|33.81\|33.92\|31.49\|120874;2026-07-08\|29.99\|-5.03\|31.50\|32.78\|29.96\|109317;2026-07-09\|29.79\|-0.67\|30.03\|30.82\|29.20\|56499
118582	国常会要求加快超大规模智算集群建设	复牌+算力中心+液冷+机器人 1、2月13日公司公告，公司计划通过发行可转换公司债券的方式，向中金算力基金等12名投资者收购其合计持有的控股孙公司广东润惠科技发展有限公司42.56%股权，同时募集配套资金。本次交易完成后，润泽科技将实现对广东润惠100%控股，进一步整合IDC及AIDC业务资源。公司股票将于2月24日开市起复牌。 2、据2025年半年报，公司目前已在京津冀、长三角、大湾区、成渝经济圈、甘肃、海南自贸港等6大核心区域，规划完成了7个AIDC智能算力基础设施集群，累积拥有61栋智算中心、约32万架机柜资源储备，基本完成了全国“一体化算力中心体系”框架布局。 3、据2025年4月24日公告，公司自主研发的机房AI智能巡检机器人项目已完成，可自主移动、智能感知并与现有管理系统无缝对接。	公司自身为国内领先的数据中心整体解决方案提供商，字节跳动为第一大客户；公司2025年上半年新增交付220MW算力中心，液冷机柜已规模化部署，廊坊单体200MW智算中心已按液冷标准规划设计	2026-03-02\|98.70\|-4.54\|102.49\|103.10\|97.79\|920971;2026-03-03\|96.49\|-2.24\|101.02\|102.40\|94.18\|1073433;2026-03-04\|94.60\|-1.96\|93.13\|98.36\|92.70\|737431;2026-03-05\|94.70\|0.11\|99.48\|99.50\|93.18\|819846;2026-03-06\|93.16\|-1.63\|92.30\|96.29\|90.60\|582326;2026-03-09\|96.35\|3.42\|91.00\|98.70\|87.54\|829045;2026-03-10\|95.51\|-0.87\|99.00\|99.90\|94.21\|676236;2026-03-11\|91.12\|-4.60\|94.33\|96.30\|91.08\|622058;2026-03-12\|88.69\|-2.67\|91.12\|92.98\|87.39\|559159;2026-03-13\|83.54\|-5.81\|87.92\|88.41\|83.42\|618556;2026-03-16\|83.32\|-0.26\|83.55\|83.88\|81.35\|378821;2026-03-17\|81.15\|-2.60\|84.40\|84.51\|81.03\|345210;2026-03-18\|86.91\|7.10\|82.40\|87.15\|81.68\|611733;2026-03-19\|89.75\|3.27\|84.30\|93.33\|84.10\|800379;2026-03-20\|85.97\|-4.21\|88.00\|89.58\|85.31\|518619;2026-03-23\|85.31\|-0.77\|84.44\|88.00\|83.75\|438549;2026-03-24\|84.40\|-1.07\|86.00\|86.80\|81.49\|372517;2026-03-25\|87.65\|3.85\|85.60\|89.90\|85.58\|529013;2026-03-26\|84.28\|-3.84\|86.78\|87.85\|84.08\|366327;2026-03-27\|83.45\|-0.98\|83.52\|84.57\|82.05\|269495;2026-03-30\|82.80\|-0.78\|81.50\|83.35\|80.54\|280114;2026-03-31\|80.80\|-2.42\|82.62\|84.31\|80.80\|277950;2026-04-01\|84.54\|4.63\|83.38\|85.32\|82.90\|441514;2026-04-02\|80.27\|-5.05\|84.00\|84.47\|79.89\|401915;2026-04-03\|81.00\|0.91\|81.79\|82.48\|80.25\|269540;2026-04-07\|79.51\|-1.84\|80.96\|81.81\|78.50\|276728;2026-04-08\|86.91\|9.31\|83.10\|86.92\|82.95\|582244;2026-04-09\|87.29\|0.44\|85.50\|87.50\|85.00\|482292;2026-04-10\|87.04\|-0.29\|88.00\|88.88\|86.00\|587719;2026-04-13\|89.22\|2.50\|85.30\|91.02\|85.00\|548846;2026-04-14\|91.14\|2.15\|92.00\|94.66\|89.94\|663628;2026-04-15\|90.26\|-0.97\|92.00\|92.99\|89.82\|508103;2026-04-16\|95.78\|6.12\|90.26\|97.98\|90.26\|765044;2026-04-17\|94.29\|-1.56\|94.00\|95.76\|94.00\|552466;2026-04-20\|95.20\|0.97\|94.50\|96.55\|93.33\|534533;2026-04-21\|90.05\|-5.41\|93.94\|93.94\|89.63\|581455;2026-04-22\|93.50\|3.83\|89.98\|93.94\|89.20\|573372;2026-04-23\|95.87\|2.53\|92.88\|99.65\|92.68\|746729;2026-04-24\|92.95\|-3.05\|94.78\|95.15\|90.00\|603549;2026-04-27\|90.12\|-3.04\|93.01\|94.00\|89.60\|480861;2026-04-28\|88.31\|-2.01\|90.50\|91.50\|88.09\|382471;2026-04-29\|90.44\|2.41\|87.38\|92.95\|86.63\|459592;2026-04-30\|89.06\|-1.53\|89.98\|91.00\|87.05\|389058;2026-05-06\|96.21\|8.03\|93.00\|99.88\|93.00\|882013;2026-05-07\|97.45\|1.29\|96.30\|98.20\|95.35\|618999;2026-05-08\|98.08\|0.65\|96.01\|100.90\|95.08\|660766;2026-05-11\|97.91\|-0.17\|102.98\|103.00\|96.00\|752454;2026-05-12\|91.38\|-6.67\|96.68\|97.20\|91.07\|798839;2026-05-13\|101.62\|11.21\|90.90\|105.00\|90.01\|1127112;2026-05-14\|99.67\|-1.92\|103.43\|104.48\|97.81\|859062;2026-05-15\|102.46\|2.80\|102.07\|110.98\|100.62\|1259480;2026-05-18\|99.39\|-3.00\|103.89\|105.18\|98.26\|864738;2026-05-19\|98.33\|-1.07\|100.90\|100.98\|95.70\|662231;2026-05-20\|95.85\|-2.52\|97.00\|99.00\|94.62\|559374;2026-05-21\|91.58\|-4.45\|97.40\|98.28\|90.90\|682232;2026-05-22\|93.35\|1.93\|92.90\|93.80\|90.51\|503750;2026-05-25\|94.58\|1.32\|93.39\|94.84\|91.20\|582515;2026-05-26\|89.01\|-5.89\|93.33\|93.33\|88.87\|582726;2026-05-27\|84.47\|-5.10\|87.81\|88.56\|84.00\|547404;2026-05-28\|86.47\|2.37\|88.04\|88.66\|84.51\|401769;2026-05-29\|83.87\|-3.01\|85.20\|86.99\|81.77\|433702;2026-06-01\|82.19\|-2.00\|83.00\|85.10\|82.08\|303440;2026-06-02\|80.23\|-2.38\|79.61\|81.36\|75.77\|548839;2026-06-03\|81.37\|1.42\|79.10\|82.50\|78.55\|422877;2026-06-04\|81.78\|0.50\|79.70\|82.40\|79.10\|303612;2026-06-05\|78.17\|-4.41\|81.00\|81.00\|77.94\|334809;2026-06-08\|74.11\|-5.19\|75.00\|76.83\|73.30\|328854;2026-06-09\|76.03\|2.59\|75.00\|76.72\|73.95\|282318;2026-06-10\|76.90\|1.14\|75.40\|80.58\|75.20\|393456;2026-06-11\|74.02\|-3.75\|75.45\|76.06\|73.56\|335017;2026-06-12\|73.53\|-0.66\|75.50\|76.16\|73.40\|304750;2026-06-15\|78.55\|6.83\|74.80\|78.82\|74.66\|391928;2026-06-16\|79.37\|1.04\|78.61\|80.14\|77.70\|350348;2026-06-17\|81.17\|2.27\|78.51\|81.57\|78.00\|336966;2026-06-18\|85.18\|4.94\|81.15\|85.23\|80.92\|464686;2026-06-22\|86.00\|0.96\|85.28\|89.18\|84.98\|551654;2026-06-23\|82.23\|-4.38\|85.00\|87.14\|81.82\|449620;2026-06-24\|85.60\|4.10\|82.20\|85.86\|81.03\|437224;2026-06-25\|83.59\|-2.35\|85.60\|86.80\|82.79\|438218;2026-06-26\|77.77\|-6.96\|82.00\|82.00\|77.56\|445856;2026-06-29\|76.20\|-2.02\|77.03\|78.89\|74.92\|307233;2026-06-30\|83.07\|9.02\|76.16\|85.62\|75.20\|527510;2026-07-01\|90.06\|8.41\|83.40\|93.00\|81.09\|917389;2026-07-02\|87.80\|-2.51\|87.17\|92.00\|86.80\|676100;2026-07-03\|85.44\|-2.69\|86.75\|90.30\|85.40\|453478;2026-07-06\|80.95\|-5.26\|85.66\|86.00\|79.69\|409973;2026-07-07\|78.41\|-2.85\|80.71\|81.50\|77.21\|262919;2026-07-08\|79.16\|0.96\|78.98\|81.80\|77.89\|401002;2026-07-09\|78.00\|-1.47\|81.20\|81.26\|77.03\|232069
118581	国常会要求加快超大规模智算集群建设	算力租赁+京津冀+火山引擎行业原因： 1、国家数据局日前表示，2024年初，中国日均Token(词元)调用量为1000亿；至2025年底，跃升至100万亿；今年3月，已突破140万亿，两年增长超千倍。 2、据上海证券报3月19日报道，阿里云、百度智能云同步上调AI算力及存储价格，最高涨幅34%，供需缺口扩大。公司原因： 1、据2026年3月18日投资者关系活动记录表，目前公司在北京科信盛彩云计算中心和天津赞普云计算中心部署了高性能的算力硬件，为用户提供高性能智算算力服务、智算网络服务等，截至目前算力业务规模已超过 4,000P，年合同额超过 1 亿元。天津宝坻数据中心项目整体占地面积 368 亩，计划分四期建设。截至目前宝坻一期项目已全部交付客户使用，二期部分项目已完成交付工作，三期处于土建建设阶段。 2、据2026年3月11日开源证券研报，控股子公司光环云为火山引擎区域授权合作伙伴，并收购湃阳智能发布“Panacea智能体训推平台”，加码AI智能体落地。 3、据2025年8月27日半年度报告，公司作为亚马逊云科技中国北京区域运营商，依托自有IDC提供从IaaS到SaaS的多云生态服务。	公司是国内 IDC + 云计算 + 跨境网络 + 智算中心一体化服务商，为 AI 大模型词元训练、推理及词元出海提供核心算力与跨境基础设施	2026-03-02\|16.46\|-5.67\|16.77\|17.15\|16.31\|1289642;2026-03-03\|14.98\|-8.99\|16.58\|16.65\|14.90\|1595694;2026-03-04\|14.87\|-0.73\|14.72\|15.29\|14.68\|895487;2026-03-05\|15.05\|1.21\|15.50\|15.59\|14.76\|1299971;2026-03-06\|14.88\|-1.13\|14.86\|15.15\|14.71\|881059;2026-03-09\|15.81\|6.25\|14.40\|15.97\|14.25\|1928699;2026-03-10\|16.27\|2.91\|16.10\|16.80\|15.73\|1776950;2026-03-11\|16.52\|1.54\|16.19\|17.24\|16.11\|2107524;2026-03-12\|16.44\|-0.48\|16.68\|17.15\|16.22\|1444190;2026-03-13\|15.17\|-7.73\|16.34\|16.40\|15.15\|1289581;2026-03-16\|15.37\|1.32\|15.25\|15.59\|14.62\|1320796;2026-03-17\|14.97\|-2.60\|15.43\|15.59\|14.83\|1036501;2026-03-18\|17.05\|13.89\|15.30\|17.10\|15.27\|2415462;2026-03-19\|16.70\|-2.05\|16.51\|17.28\|16.51\|1780380;2026-03-20\|15.52\|-7.07\|16.61\|16.77\|15.50\|1477692;2026-03-23\|15.25\|-1.74\|15.31\|16.07\|15.05\|1633381;2026-03-24\|15.48\|1.51\|15.60\|15.81\|14.51\|1851585;2026-03-25\|18.23\|17.76\|16.01\|18.58\|16.01\|4358142;2026-03-26\|17.08\|-6.31\|17.69\|18.16\|17.08\|2928919;2026-03-27\|17.33\|1.46\|17.50\|17.98\|17.09\|2405973;2026-03-30\|17.61\|1.62\|17.04\|18.10\|16.32\|2567554;2026-03-31\|17.12\|-2.78\|17.64\|17.98\|17.09\|1656805;2026-04-01\|17.65\|3.10\|18.00\|18.45\|17.32\|2208282;2026-04-02\|16.28\|-7.76\|17.36\|17.48\|16.08\|2063764;2026-04-03\|16.88\|3.69\|16.94\|17.35\|16.51\|1998576;2026-04-07\|16.38\|-2.96\|16.89\|16.96\|16.27\|1383127;2026-04-08\|17.80\|8.67\|17.19\|17.85\|17.06\|2269914;2026-04-09\|17.48\|-1.80\|17.51\|17.74\|17.17\|1426556;2026-04-10\|17.20\|-1.60\|17.80\|17.88\|17.19\|1413264;2026-04-13\|17.60\|2.33\|16.89\|17.98\|16.89\|1472576;2026-04-14\|18.33\|4.15\|18.09\|19.16\|17.85\|2419817;2026-04-15\|17.85\|-2.62\|18.42\|18.42\|17.72\|1471145;2026-04-16\|18.78\|5.21\|18.03\|19.13\|18.03\|2069321;2026-04-17\|18.17\|-3.25\|18.51\|18.70\|18.05\|1833648;2026-04-20\|17.81\|-1.98\|18.15\|18.15\|17.56\|1470544;2026-04-21\|17.13\|-3.82\|17.52\|17.56\|16.76\|1470579;2026-04-22\|17.83\|4.09\|17.13\|18.00\|16.81\|1852534;2026-04-23\|17.61\|-1.23\|17.70\|18.20\|17.42\|1564086;2026-04-24\|17.09\|-2.95\|17.34\|17.55\|16.28\|1712806;2026-04-27\|16.14\|-5.56\|16.81\|16.97\|15.88\|1394867;2026-04-28\|15.59\|-3.41\|16.00\|16.27\|15.52\|1129010;2026-04-29\|16.15\|3.59\|15.59\|16.60\|15.17\|1407376;2026-04-30\|15.90\|-1.55\|16.00\|16.23\|15.55\|1137858;2026-05-06\|17.29\|8.74\|16.33\|17.67\|16.32\|2074662;2026-05-07\|17.54\|1.45\|17.21\|17.56\|17.07\|1216369;2026-05-08\|17.22\|-1.82\|17.25\|17.49\|17.01\|997694;2026-05-11\|17.17\|-0.29\|17.85\|17.93\|16.82\|1427462;2026-05-12\|16.63\|-3.15\|17.08\|17.17\|16.42\|1124550;2026-05-13\|17.80\|7.04\|16.50\|17.98\|16.38\|2080731;2026-05-14\|17.04\|-4.27\|18.02\|18.18\|16.93\|1499990;2026-05-15\|16.71\|-1.94\|17.32\|17.90\|16.50\|1830783;2026-05-18\|16.73\|0.12\|16.96\|17.27\|16.52\|1343270;2026-05-19\|17.37\|3.83\|16.55\|17.48\|16.26\|1599769;2026-05-20\|16.53\|-4.84\|17.28\|17.90\|16.51\|1580110;2026-05-21\|15.27\|-7.62\|16.67\|16.79\|15.22\|1888462;2026-05-22\|15.66\|2.55\|15.45\|15.71\|15.20\|968605;2026-05-25\|15.74\|0.51\|15.75\|15.94\|15.18\|1145978;2026-05-26\|15.16\|-3.68\|15.54\|15.59\|14.82\|947434;2026-05-27\|14.37\|-5.21\|15.10\|15.20\|14.27\|853322;2026-05-28\|14.51\|1.11\|14.66\|14.77\|14.07\|739059;2026-05-29\|13.66\|-5.86\|14.43\|14.60\|13.54\|878895;2026-06-01\|13.49\|-1.24\|13.78\|14.02\|13.48\|659839;2026-06-02\|13.53\|0.30\|13.60\|13.72\|13.05\|643577;2026-06-03\|13.33\|-1.48\|13.39\|13.63\|13.14\|660668;2026-06-04\|13.44\|0.83\|13.21\|13.44\|13.00\|637399;2026-06-05\|13.03\|-3.05\|13.30\|13.43\|12.96\|633906;2026-06-08\|12.51\|-3.99\|12.60\|12.87\|12.31\|650350;2026-06-09\|12.60\|0.72\|12.66\|12.73\|12.37\|491390;2026-06-10\|12.72\|0.95\|12.72\|13.24\|12.62\|805029;2026-06-11\|12.06\|-5.19\|12.50\|12.58\|11.97\|717061;2026-06-12\|12.14\|0.66\|12.31\|12.40\|12.00\|720257;2026-06-15\|12.58\|3.62\|12.26\|12.58\|12.19\|675157;2026-06-16\|12.61\|0.24\|12.50\|12.69\|12.35\|569978;2026-06-17\|12.55\|-0.48\|12.50\|12.74\|12.38\|543757;2026-06-18\|12.90\|2.79\|12.56\|13.06\|12.51\|851410;2026-06-22\|13.28\|2.95\|12.89\|13.42\|12.82\|933619;2026-06-23\|12.61\|-5.05\|13.15\|13.24\|12.46\|771870;2026-06-24\|13.43\|6.50\|12.71\|13.50\|12.69\|1048186;2026-06-25\|13.16\|-2.01\|13.66\|13.97\|13.06\|905710;2026-06-26\|12.11\|-7.98\|12.90\|12.90\|12.08\|845334;2026-06-29\|11.90\|-1.73\|12.02\|12.20\|11.80\|531500;2026-06-30\|12.44\|4.54\|11.95\|12.70\|11.69\|607713;2026-07-01\|13.77\|10.69\|12.43\|14.64\|12.27\|1661385;2026-07-02\|13.24\|-3.85\|13.34\|13.80\|13.20\|907496;2026-07-03\|13.00\|-1.81\|13.35\|13.55\|12.88\|722911;2026-07-06\|12.45\|-4.23\|12.90\|13.00\|12.45\|527145;2026-07-07\|12.18\|-2.17\|12.49\|12.56\|12.02\|379632;2026-07-08\|12.81\|5.17\|12.28\|13.10\|12.28\|910367;2026-07-09\|12.68\|-1.01\|12.70\|13.04\|12.50\|477111
118580	国常会要求加快超大规模智算集群建设	AI运维+算力可观测行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年4月26日年报，公司核心产品Bonree ONE集成AI大模型，实现根因分析与智能巡检，并已在金融客户试用，计划年内发布AI经典场景新版本。 2、据2025年4月26日年报，2024H1公司以20.7%市占率位列中国应用性能监控及可观测性市场第一，产品已覆盖算力调度全链路观测，获信通院“算力服务领航者计划”优秀案例。 3、据2026年2月27日互动易，火山引擎已采用公司探针将监控数据接入APMPlus，双方将在数据采集与分析深化合作。	1、公司算力调度可观测平台获信通院“算力服务领航者计划”优秀案例； 2、公司核心产品Bonree ONE一体化智能可观测平台，探索实现Agent+ LLM+Knowledge+Workflow相结合的故障诊断场景，可用于监测token消耗等功能	2026-03-02\|90.00\|1.72\|86.03\|91.19\|83.86\|28455;2026-03-03\|82.68\|-8.13\|89.22\|92.29\|82.03\|24913;2026-03-04\|81.21\|-1.78\|82.68\|85.28\|80.78\|14331;2026-03-05\|85.30\|5.04\|84.49\|88.68\|83.02\|15927;2026-03-06\|85.95\|0.76\|84.53\|87.88\|83.11\|16283;2026-03-09\|103.14\|20.00\|88.48\|103.14\|88.48\|32005;2026-03-10\|120.06\|16.40\|109.89\|123.77\|109.89\|75987;2026-03-11\|109.55\|-8.75\|117.67\|119.75\|104.84\|72079;2026-03-12\|105.27\|-3.91\|106.20\|108.49\|102.30\|49490;2026-03-13\|99.79\|-5.21\|104.67\|106.00\|98.43\|29709;2026-03-16\|98.27\|-1.52\|100.00\|100.98\|93.52\|23812;2026-03-17\|91.38\|-7.01\|97.82\|97.82\|91.20\|19901;2026-03-18\|98.43\|7.71\|92.80\|99.79\|92.80\|34572;2026-03-19\|98.57\|0.14\|95.00\|102.93\|94.66\|32285;2026-03-20\|90.30\|-8.39\|100.21\|100.84\|89.88\|30552;2026-03-23\|81.66\|-9.57\|87.45\|89.50\|81.00\|26875;2026-03-24\|84.78\|3.82\|86.00\|86.00\|80.18\|31017;2026-03-25\|93.20\|9.93\|87.49\|100.23\|87.01\|40260;2026-03-26\|88.52\|-5.02\|94.13\|94.29\|87.80\|23384;2026-03-27\|92.56\|4.56\|87.99\|95.00\|86.05\|30280;2026-03-30\|90.30\|-2.44\|92.00\|94.03\|86.20\|23076;2026-03-31\|84.50\|-6.42\|88.66\|89.99\|84.10\|19753;2026-04-01\|85.94\|1.70\|89.00\|89.89\|84.67\|25560;2026-04-02\|79.54\|-7.45\|84.01\|84.99\|78.72\|24124;2026-04-03\|79.25\|-0.36\|80.98\|82.50\|78.16\|21400;2026-04-07\|78.25\|-1.26\|79.01\|80.50\|77.53\|12581;2026-04-08\|90.57\|15.74\|83.98\|91.49\|82.01\|30995;2026-04-09\|87.24\|-3.68\|89.06\|89.72\|86.28\|21770;2026-04-10\|84.85\|-2.74\|88.98\|90.09\|84.68\|20457;2026-04-13\|86.11\|1.49\|84.48\|88.64\|82.75\|22384;2026-04-14\|90.55\|5.16\|88.02\|91.88\|88.02\|26011;2026-04-15\|89.20\|-1.49\|91.15\|93.33\|88.10\|23555;2026-04-16\|91.81\|2.93\|90.53\|94.33\|89.50\|27555;2026-04-17\|89.58\|-2.43\|90.80\|91.50\|88.54\|22286;2026-04-20\|88.35\|-1.37\|88.70\|91.10\|87.70\|19592;2026-04-21\|86.35\|-2.26\|89.55\|89.55\|84.11\|17335;2026-04-22\|96.19\|11.40\|86.56\|97.50\|84.35\|41627;2026-04-23\|94.04\|-2.24\|93.50\|97.58\|92.80\|23570;2026-04-24\|92.00\|-2.17\|93.39\|94.80\|88.80\|23579;2026-04-27\|89.85\|-2.34\|90.34\|91.45\|88.66\|18860;2026-04-28\|84.05\|-6.46\|87.06\|87.90\|83.54\|21994;2026-04-29\|86.20\|2.56\|82.80\|88.60\|82.32\|17014;2026-04-30\|86.08\|-0.14\|85.93\|87.99\|84.50\|14432;2026-05-06\|95.40\|10.83\|88.90\|97.55\|88.90\|35879;2026-05-07\|98.25\|2.99\|97.66\|100.48\|94.13\|27949;2026-05-08\|105.20\|7.07\|112.06\|117.00\|102.52\|76458;2026-05-11\|101.40\|-3.61\|103.00\|104.49\|99.02\|46066;2026-05-12\|100.41\|-0.98\|99.50\|105.00\|98.07\|37718;2026-05-13\|98.70\|-1.70\|98.41\|101.70\|95.88\|38122;2026-05-14\|90.50\|-8.31\|98.99\|100.80\|90.50\|41170;2026-05-15\|92.22\|1.90\|90.26\|94.04\|88.26\|33178;2026-05-18\|92.19\|-0.03\|90.00\|92.83\|89.17\|22138;2026-05-19\|100.99\|9.55\|92.00\|101.00\|91.01\|42931;2026-05-20\|97.28\|-3.67\|100.55\|103.98\|96.00\|28250;2026-05-21\|90.65\|-6.82\|96.00\|98.99\|90.00\|26722;2026-05-22\|97.03\|7.04\|92.00\|98.27\|89.60\|26613;2026-05-25\|94.75\|-2.35\|98.81\|98.81\|92.34\|23560;2026-05-26\|90.08\|-4.93\|94.00\|94.00\|87.68\|20804;2026-05-27\|85.56\|-5.02\|89.26\|91.33\|84.50\|21409;2026-05-28\|89.31\|4.38\|85.56\|89.55\|83.47\|15215;2026-05-29\|81.30\|-8.97\|91.00\|92.30\|80.02\|30420;2026-06-01\|88.51\|8.87\|73.52\|91.99\|73.52\|43880;2026-06-02\|99.27\|12.16\|90.00\|101.58\|87.35\|48383;2026-06-03\|97.69\|-1.59\|97.21\|103.66\|96.20\|37376;2026-06-04\|94.94\|-2.81\|97.00\|99.51\|93.85\|25965;2026-06-05\|92.00\|-3.10\|94.00\|96.00\|91.00\|19176;2026-06-08\|86.80\|-5.65\|88.10\|91.00\|85.05\|17748;2026-06-09\|86.30\|-0.58\|88.54\|88.89\|84.30\|23631;2026-06-10\|83.78\|-2.92\|85.57\|87.90\|81.97\|16750;2026-06-11\|82.06\|-2.05\|82.88\|83.77\|79.40\|16539;2026-06-12\|84.27\|2.69\|83.25\|88.45\|83.25\|18053;2026-06-15\|86.26\|2.36\|83.99\|86.48\|82.39\|15180;2026-06-16\|89.76\|4.06\|86.00\|92.77\|85.05\|22581;2026-06-17\|89.01\|-0.84\|89.00\|91.20\|86.51\|16800;2026-06-18\|86.70\|-2.60\|89.67\|92.12\|86.59\|16757;2026-06-22\|85.72\|-1.13\|88.43\|88.43\|82.20\|16866;2026-06-23\|82.80\|-3.41\|85.85\|85.85\|81.91\|12273;2026-06-24\|81.17\|-1.97\|83.67\|83.67\|79.23\|12955;2026-06-25\|77.77\|-4.19\|80.41\|81.23\|75.91\|17567;2026-06-26\|74.06\|-4.77\|77.22\|77.22\|73.27\|15282;2026-06-29\|74.38\|0.43\|74.06\|75.96\|71.88\|13423;2026-06-30\|76.70\|3.12\|74.38\|77.57\|72.58\|15462;2026-07-01\|85.00\|10.82\|76.00\|85.97\|75.69\|30017;2026-07-02\|81.90\|-3.65\|86.66\|86.66\|81.90\|22413;2026-07-03\|80.75\|-1.40\|82.96\|84.14\|80.00\|17618;2026-07-06\|78.10\|-3.28\|80.13\|81.07\|77.50\|12053;2026-07-07\|76.00\|-2.69\|78.00\|79.42\|75.55\|14401;2026-07-08\|76.35\|0.46\|76.96\|78.94\|75.00\|1145867;2026-07-09\|75.58\|-1.01\|76.60\|79.10\|74.77\|809595
118579	国常会要求加快超大规模智算集群建设	涨停揭秘：国常会要求加快超大规模智算集群建设，天阳科技切入算力租赁赛道，35亿至40亿元投资协议落地强化业绩确定性；涨停缘由：国常会明确部署超大规模智算集群建设；公司签署35亿至40亿元算力租赁项目合作协议；数据中心设计及工程建设能力获头部客户认可；资金逻辑：主力资金大幅净流入，机构席位买入金额居前，资金聚焦政策强驱动、订单能见度高的算力基建核心标的；风险提示：算力租赁项目回款周期较长，应收账款规模扩大可能影响现金流；智算集群建设进度存在阶段性波动风险	公司与项目公司签署合作协议，采购投资金额为35亿元至40亿元，切入算力租赁赛道，项目顺利实施后将在合同期内为公司带来持续稳定的算力租赁收入	2026-03-02\|17.78\|-5.02\|18.40\|18.49\|17.54\|161973;2026-03-03\|17.23\|-3.09\|17.96\|18.15\|17.20\|123872;2026-03-04\|16.99\|-1.39\|17.02\|17.28\|16.72\|94245;2026-03-05\|17.22\|1.35\|17.34\|17.63\|17.07\|88219;2026-03-06\|17.62\|2.32\|17.11\|17.68\|17.00\|84250;2026-03-09\|17.47\|-0.85\|17.35\|17.72\|17.02\|97885;2026-03-10\|17.72\|1.43\|17.69\|17.90\|17.45\|95252;2026-03-11\|17.75\|0.17\|17.72\|18.18\|17.65\|116025;2026-03-12\|18.35\|3.38\|17.85\|18.49\|17.79\|190766;2026-03-13\|17.39\|-5.23\|18.15\|18.22\|17.34\|163734;2026-03-16\|17.90\|2.93\|17.90\|18.28\|17.63\|179828;2026-03-17\|17.39\|-2.85\|17.91\|17.93\|17.38\|111339;2026-03-18\|17.77\|2.19\|17.40\|18.14\|17.25\|129123;2026-03-19\|17.93\|0.90\|17.54\|18.27\|17.45\|177004;2026-03-20\|16.86\|-5.97\|18.05\|18.18\|16.83\|233303;2026-03-23\|16.16\|-4.15\|16.22\|16.73\|15.93\|165337;2026-03-24\|16.57\|2.54\|16.46\|16.63\|15.97\|105115;2026-03-25\|16.67\|0.60\|16.43\|16.84\|16.43\|99114;2026-03-26\|16.07\|-3.60\|16.60\|16.65\|15.93\|98793;2026-03-27\|16.60\|3.30\|15.80\|16.75\|15.69\|109599;2026-03-30\|16.38\|-1.33\|16.34\|16.46\|16.02\|66848;2026-03-31\|15.92\|-2.81\|16.30\|16.47\|15.90\|67632;2026-04-01\|16.27\|2.20\|16.22\|16.36\|16.12\|57649;2026-04-02\|15.76\|-3.13\|16.18\|16.30\|15.69\|57318;2026-04-03\|15.58\|-1.14\|16.31\|16.39\|15.48\|81034;2026-04-07\|16.11\|3.40\|15.52\|16.38\|15.52\|106190;2026-04-08\|16.66\|3.41\|16.37\|16.69\|16.36\|92638;2026-04-09\|16.22\|-2.64\|16.45\|16.54\|16.18\|68564;2026-04-10\|16.78\|3.45\|16.37\|17.03\|16.33\|186630;2026-04-13\|16.43\|-2.09\|16.40\|16.49\|16.26\|112070;2026-04-14\|16.57\|0.85\|16.60\|16.73\|16.38\|72019;2026-04-15\|16.28\|-1.75\|16.80\|16.80\|16.21\|70097;2026-04-16\|16.48\|1.23\|16.27\|16.54\|16.25\|66567;2026-04-17\|16.69\|1.27\|16.46\|16.86\|16.40\|98918;2026-04-20\|16.81\|0.72\|16.68\|17.08\|16.56\|81698;2026-04-21\|16.46\|-2.08\|16.76\|16.76\|16.35\|69201;2026-04-22\|16.62\|0.97\|16.40\|16.64\|16.24\|72702;2026-04-23\|16.25\|-2.23\|16.62\|16.64\|16.15\|72819;2026-04-24\|15.94\|-1.91\|16.10\|16.19\|15.52\|99760;2026-04-27\|15.75\|-1.19\|15.85\|15.90\|15.45\|106562;2026-04-28\|15.77\|0.13\|15.70\|16.04\|15.49\|116034;2026-04-29\|15.77\|0.00\|15.60\|15.84\|15.60\|75878;2026-04-30\|16.51\|4.69\|15.76\|16.78\|15.76\|154381;2026-05-06\|18.27\|10.66\|17.60\|18.60\|17.12\|332118;2026-05-07\|19.16\|4.87\|18.18\|19.30\|18.00\|314162;2026-05-08\|20.30\|5.95\|19.10\|20.45\|18.95\|452750;2026-05-11\|20.73\|2.12\|22.89\|23.22\|20.30\|774599;2026-05-12\|20.91\|0.87\|20.53\|21.85\|20.37\|507424;2026-05-13\|20.55\|-1.72\|20.13\|20.85\|19.65\|331894;2026-05-14\|20.07\|-2.34\|20.55\|20.96\|19.82\|279272;2026-05-15\|19.93\|-0.70\|19.95\|20.69\|19.83\|209595;2026-05-18\|20.27\|1.71\|19.80\|20.48\|19.72\|171712;2026-05-19\|20.99\|3.55\|20.28\|21.07\|20.08\|279386;2026-05-20\|21.51\|2.48\|20.82\|22.00\|20.68\|377547;2026-05-21\|20.38\|-5.25\|21.30\|21.69\|20.37\|275067;2026-05-22\|20.50\|0.59\|20.61\|20.80\|20.14\|154426;2026-05-25\|20.52\|0.10\|20.50\|21.27\|20.25\|180290;2026-05-26\|20.22\|-1.46\|20.27\|20.38\|19.76\|156480;2026-05-27\|18.87\|-6.68\|20.25\|20.25\|18.78\|188090;2026-05-28\|20.92\|10.86\|18.87\|21.00\|18.49\|363727;2026-05-29\|19.78\|-5.45\|21.27\|21.28\|19.57\|269091;2026-06-01\|19.96\|0.91\|19.76\|20.57\|19.46\|187949;2026-06-02\|19.26\|-3.51\|19.88\|20.37\|19.15\|129966;2026-06-03\|19.34\|0.42\|19.09\|20.05\|19.02\|144583;2026-06-04\|19.01\|-1.71\|19.28\|19.64\|18.81\|133746;2026-06-05\|19.09\|0.42\|19.16\|19.50\|18.85\|156288;2026-06-08\|18.18\|-4.77\|18.50\|18.93\|17.92\|151299;2026-06-09\|18.88\|3.85\|18.19\|19.54\|18.19\|258939;2026-06-10\|18.06\|-4.34\|18.58\|18.81\|17.72\|151866;2026-06-11\|17.61\|-2.49\|17.78\|17.96\|17.13\|122233;2026-06-12\|17.66\|0.28\|17.78\|17.99\|17.30\|103774;2026-06-15\|18.81\|6.51\|17.60\|19.03\|17.60\|177216;2026-06-16\|19.67\|4.57\|18.92\|20.04\|18.73\|203708;2026-06-17\|19.58\|-0.46\|19.52\|19.94\|19.30\|121587;2026-06-18\|19.63\|0.26\|19.47\|19.75\|18.96\|151206;2026-06-22\|19.91\|1.43\|20.13\|20.36\|18.82\|305570;2026-06-23\|19.22\|-3.47\|19.83\|20.65\|19.07\|200519;2026-06-24\|18.22\|-5.20\|19.19\|19.21\|17.62\|206770;2026-06-25\|18.03\|-1.04\|18.20\|19.10\|17.93\|164776;2026-06-26\|16.79\|-6.88\|18.00\|18.00\|16.77\|183517;2026-06-29\|15.84\|-5.66\|17.04\|17.07\|15.67\|142644;2026-06-30\|15.80\|-0.25\|15.73\|16.17\|15.34\|118294;2026-07-01\|17.54\|11.01\|15.82\|17.97\|15.75\|259927;2026-07-02\|17.55\|0.06\|17.48\|18.15\|16.82\|184723;2026-07-03\|16.84\|-4.05\|17.53\|17.66\|16.74\|122695;2026-07-06\|15.99\|-5.05\|16.84\|16.99\|15.93\|111322;2026-07-07\|15.34\|-4.07\|16.10\|16.13\|15.23\|98424;2026-07-08\|15.11\|-1.50\|15.32\|15.54\|14.98\|97678;2026-07-09\|14.57\|-3.57\|15.10\|15.21\|14.39\|72727
118578	国常会要求加快超大规模智算集群建设	涨停揭秘：福建高规格智算中心建设预期强化，区域算力基建核心标的；涨停缘由：公司地处福州，计划建设高规格智算中心，提供多元算力资源，契合地方数字经济新基建规划；资金逻辑：资金提前布局区域性算力基建落地节点，受益于算力中心建设订单释放及绿电配套政策预期；风险提示：智算中心尚处规划阶段，未披露具体投资金额及时间表，项目落地进度存在不确定性	公司地处福建福州，计划建设高规格智算中心，提供多元算力资源	2026-03-02\|16.30\|-5.07\|16.92\|17.07\|16.26\|139308;2026-03-03\|15.63\|-4.11\|16.31\|16.59\|15.62\|107013;2026-03-04\|15.63\|0.00\|15.33\|15.83\|15.33\|60682;2026-03-05\|15.92\|1.86\|16.00\|16.20\|15.80\|61017;2026-03-06\|15.99\|0.44\|15.83\|16.05\|15.77\|47022;2026-03-09\|15.96\|-0.19\|15.71\|16.09\|15.33\|63473;2026-03-10\|16.47\|3.20\|16.28\|16.72\|16.14\|90850;2026-03-11\|16.37\|-0.61\|16.44\|16.78\|16.33\|92770;2026-03-12\|15.86\|-3.12\|16.38\|16.50\|15.70\|79522;2026-03-13\|15.48\|-2.40\|15.76\|15.84\|15.47\|59501;2026-03-16\|15.85\|2.39\|15.45\|15.85\|15.36\|57854;2026-03-17\|15.02\|-5.24\|15.88\|15.90\|15.02\|75424;2026-03-18\|15.89\|5.79\|15.23\|15.92\|15.05\|98133;2026-03-19\|15.47\|-2.64\|15.68\|15.83\|15.36\|63391;2026-03-20\|14.75\|-4.65\|15.58\|15.65\|14.74\|75077;2026-03-23\|13.80\|-6.44\|14.21\|14.57\|13.66\|97882;2026-03-24\|14.66\|6.23\|14.26\|14.71\|14.00\|100409;2026-03-25\|15.04\|2.59\|14.75\|15.08\|14.74\|59088;2026-03-26\|14.60\|-2.93\|14.82\|15.13\|14.38\|85265;2026-03-27\|15.00\|2.74\|14.39\|15.56\|14.32\|152121;2026-03-30\|15.12\|0.80\|14.69\|15.16\|14.38\|119471;2026-03-31\|14.94\|-1.19\|15.07\|15.41\|14.92\|90619;2026-04-01\|15.37\|2.88\|15.23\|15.48\|15.13\|76418;2026-04-02\|15.20\|-1.11\|15.22\|15.35\|14.93\|96373;2026-04-03\|14.73\|-3.09\|15.24\|15.34\|14.66\|86023;2026-04-07\|14.99\|1.77\|14.68\|15.13\|14.51\|63647;2026-04-08\|15.91\|6.14\|15.31\|16.00\|15.28\|105951;2026-04-09\|15.54\|-2.33\|15.78\|15.78\|15.46\|78767;2026-04-10\|15.82\|1.80\|15.62\|16.11\|15.60\|91698;2026-04-13\|15.86\|0.25\|15.76\|15.99\|15.63\|69382;2026-04-14\|16.20\|2.14\|16.01\|16.20\|15.89\|80286;2026-04-15\|15.98\|-1.36\|16.25\|16.35\|15.95\|74103;2026-04-16\|16.40\|2.63\|16.05\|16.47\|15.92\|83486;2026-04-17\|16.30\|-0.61\|16.30\|16.45\|16.12\|63469;2026-04-20\|16.19\|-0.67\|16.26\|16.39\|16.13\|57556;2026-04-21\|15.85\|-2.10\|16.08\|16.10\|15.70\|60841;2026-04-22\|16.12\|1.70\|15.94\|16.14\|15.58\|54740;2026-04-23\|15.80\|-1.99\|16.00\|16.22\|15.59\|61549;2026-04-24\|15.68\|-0.76\|15.65\|15.81\|15.38\|49468;2026-04-27\|16.15\|3.00\|15.71\|16.18\|15.46\|67555;2026-04-28\|14.23\|-11.89\|15.46\|15.46\|13.92\|214117;2026-04-29\|14.22\|-0.07\|13.90\|14.56\|13.77\|91912;2026-04-30\|14.41\|1.34\|14.40\|14.64\|14.33\|86762;2026-05-06\|15.53\|7.77\|14.55\|16.09\|14.50\|172286;2026-05-07\|16.32\|5.09\|15.77\|16.45\|15.68\|154417;2026-05-08\|16.98\|4.04\|16.32\|17.24\|16.22\|196646;2026-05-11\|17.31\|1.94\|16.91\|17.38\|16.46\|217154;2026-05-12\|16.93\|-2.20\|17.20\|17.71\|16.90\|124383;2026-05-13\|16.98\|0.30\|16.92\|17.26\|16.75\|92153;2026-05-14\|16.45\|-3.12\|16.97\|17.24\|16.40\|95258;2026-05-15\|17.13\|4.13\|16.46\|17.41\|16.46\|155370;2026-05-18\|17.32\|1.11\|17.14\|17.42\|16.76\|136994;2026-05-19\|17.49\|0.98\|17.15\|17.68\|17.00\|125012;2026-05-20\|17.15\|-1.94\|17.52\|17.52\|17.02\|98729;2026-05-21\|16.31\|-4.90\|16.99\|17.58\|16.23\|126838;2026-05-22\|17.14\|5.09\|16.58\|17.27\|16.09\|117348;2026-05-25\|18.16\|5.95\|17.63\|19.14\|17.44\|272846;2026-05-26\|19.25\|6.00\|18.30\|19.38\|17.77\|411472;2026-05-27\|18.52\|-3.79\|19.00\|19.94\|18.30\|293706;2026-05-28\|18.36\|-0.86\|18.70\|18.70\|17.72\|202968;2026-05-29\|17.99\|-2.02\|18.30\|19.39\|17.82\|224832;2026-06-01\|19.14\|6.39\|18.48\|20.00\|18.36\|400373;2026-06-02\|18.64\|-2.61\|18.88\|19.08\|18.14\|233566;2026-06-03\|18.67\|0.16\|18.47\|19.05\|18.34\|212245;2026-06-04\|17.99\|-3.64\|18.34\|18.53\|17.60\|208094;2026-06-05\|18.20\|1.17\|17.82\|18.69\|17.24\|201346;2026-06-08\|17.06\|-6.26\|17.41\|17.95\|16.78\|138742;2026-06-09\|17.65\|3.46\|17.28\|18.15\|16.98\|147842;2026-06-10\|16.61\|-5.89\|17.41\|17.64\|16.12\|151858;2026-06-11\|17.22\|3.67\|16.27\|17.78\|15.79\|175344;2026-06-12\|17.46\|1.39\|17.45\|18.18\|17.45\|144816;2026-06-15\|18.65\|6.82\|17.52\|18.75\|17.41\|159501;2026-06-16\|18.11\|-2.90\|18.70\|18.92\|17.77\|155058;2026-06-17\|16.97\|-6.29\|17.95\|18.10\|16.79\|172323;2026-06-18\|18.75\|10.49\|16.98\|18.87\|16.86\|292271;2026-06-22\|20.55\|9.60\|19.42\|21.50\|19.42\|381029;2026-06-23\|20.00\|-2.68\|20.29\|21.30\|19.91\|210736;2026-06-24\|19.84\|-0.80\|19.93\|20.00\|19.21\|154339;2026-06-25\|20.09\|1.26\|19.92\|21.49\|19.88\|293353;2026-06-26\|19.61\|-2.39\|19.99\|20.14\|19.06\|205498;2026-06-29\|19.61\|0.00\|19.54\|19.87\|18.50\|184436;2026-06-30\|19.05\|-2.86\|19.40\|19.58\|18.80\|154364;2026-07-01\|21.84\|14.65\|19.01\|22.58\|18.91\|352426;2026-07-02\|21.04\|-3.66\|21.56\|22.37\|21.01\|244954;2026-07-03\|21.08\|0.19\|20.99\|21.78\|20.42\|190941;2026-07-06\|20.00\|-5.12\|21.30\|21.70\|19.83\|172739;2026-07-07\|19.31\|-3.45\|19.75\|20.10\|19.06\|120746;2026-07-08\|18.00\|-6.78\|19.32\|19.39\|17.93\|127996;2026-07-09\|18.22\|1.22\|18.22\|18.55\|17.71\|79834
118577	国常会要求加快超大规模智算集群建设	涨停揭秘：全国算力网络+庆阳云中心放量；涨停缘由：以庆阳时空大数据云中心为核心载体，联合生态伙伴共建全国算力网络，总规模规划2000P，已进入实质建设与客户签约阶段，直接受益阿里百炼云等算力产品涨价，算力租赁商业模式清晰，政策支持力度强；资金逻辑：主力资金聚焦具备实体算力资产和明确交付节点的标的，众合科技作为区域算力基建核心平台，获产业资本与主题基金同步加仓；风险提示：算力网络建设周期较长，短期业绩转化依赖订单落地节奏，存在进度不及预期风险。	公司以庆阳时空大数据云中心为核心载体，联合生态伙伴共建时空大数据全国算力网络，算力总规模规划2000P，布局算力租赁	2026-03-02\|8.17\|-4.56\|8.41\|8.44\|8.10\|298783;2026-03-03\|7.72\|-5.51\|8.16\|8.19\|7.68\|275203;2026-03-04\|7.76\|0.52\|7.61\|7.79\|7.61\|146662;2026-03-05\|7.92\|2.06\|7.87\|8.00\|7.87\|144644;2026-03-06\|8.02\|1.26\|7.90\|8.08\|7.85\|102438;2026-03-09\|8.04\|0.25\|7.91\|8.07\|7.81\|139722;2026-03-10\|8.23\|2.36\|8.07\|8.28\|8.07\|132962;2026-03-11\|8.12\|-1.34\|8.22\|8.25\|8.08\|103121;2026-03-12\|7.92\|-2.46\|8.10\|8.10\|7.91\|113732;2026-03-13\|7.83\|-1.14\|7.92\|7.96\|7.80\|102428;2026-03-16\|7.85\|0.26\|7.81\|7.87\|7.76\|91619;2026-03-17\|7.61\|-3.06\|7.88\|7.90\|7.59\|132508;2026-03-18\|7.75\|1.84\|7.61\|7.75\|7.57\|103952;2026-03-19\|7.55\|-2.58\|7.65\|7.70\|7.50\|122241;2026-03-20\|7.28\|-3.58\|7.56\|7.62\|7.27\|158110;2026-03-23\|6.88\|-5.49\|7.15\|7.18\|6.78\|190337;2026-03-24\|7.08\|2.91\|7.02\|7.08\|6.86\|149278;2026-03-25\|7.28\|2.82\|7.09\|7.34\|7.09\|146212;2026-03-26\|7.13\|-2.06\|7.28\|7.33\|7.09\|103433;2026-03-27\|7.17\|0.56\|7.06\|7.21\|7.03\|85723;2026-03-30\|7.22\|0.70\|7.07\|7.24\|7.00\|105005;2026-03-31\|7.30\|1.11\|7.25\|7.51\|7.23\|264525;2026-04-01\|7.19\|-1.51\|7.38\|7.43\|7.11\|248023;2026-04-02\|7.05\|-1.95\|7.13\|7.19\|6.99\|150588;2026-04-03\|6.87\|-2.55\|7.05\|7.08\|6.84\|105910;2026-04-07\|6.96\|1.31\|6.87\|7.00\|6.83\|75777;2026-04-08\|7.24\|4.02\|7.10\|7.24\|7.07\|131015;2026-04-09\|7.03\|-2.90\|7.18\|7.20\|7.02\|106647;2026-04-10\|7.18\|2.13\|7.10\|7.23\|7.10\|129201;2026-04-13\|7.16\|-0.28\|7.12\|7.21\|7.11\|81272;2026-04-14\|7.18\|0.28\|7.21\|7.25\|7.09\|93969;2026-04-15\|7.15\|-0.42\|7.24\|7.25\|7.13\|94714;2026-04-16\|7.35\|2.80\|7.18\|7.41\|7.13\|172672;2026-04-17\|7.36\|0.14\|7.34\|7.48\|7.24\|143856;2026-04-20\|7.50\|1.90\|7.43\|7.55\|7.38\|139187;2026-04-21\|7.42\|-1.07\|7.52\|7.61\|7.36\|112185;2026-04-22\|7.60\|2.43\|7.40\|7.69\|7.33\|202645;2026-04-23\|8.36\|10.00\|7.92\|8.36\|7.78\|987208;2026-04-24\|9.20\|10.05\|9.09\|9.20\|9.07\|416171;2026-04-27\|10.12\|10.00\|10.12\|10.12\|10.12\|136211;2026-04-28\|9.76\|-3.56\|10.28\|10.49\|9.37\|2236438;2026-04-29\|9.76\|0.00\|9.67\|10.74\|9.54\|2338913;2026-04-30\|9.19\|-5.84\|9.85\|10.08\|9.11\|1859528;2026-05-06\|10.00\|8.81\|9.48\|10.08\|9.23\|2151132;2026-05-07\|9.90\|-1.00\|9.98\|10.25\|9.79\|1696629;2026-05-08\|9.82\|-0.81\|9.79\|10.16\|9.66\|1155545;2026-05-11\|9.78\|-0.41\|10.60\|10.70\|9.61\|1407111;2026-05-12\|10.76\|10.02\|9.95\|10.76\|9.95\|1035006;2026-05-13\|11.84\|10.04\|11.05\|11.84\|10.90\|2199037;2026-05-14\|10.66\|-9.97\|11.38\|11.59\|10.66\|1518333;2026-05-15\|9.59\|-10.04\|9.70\|10.01\|9.59\|1284716;2026-05-18\|9.03\|-5.84\|9.28\|9.29\|8.78\|1203682;2026-05-19\|8.86\|-1.88\|8.99\|9.07\|8.54\|944418;2026-05-20\|8.60\|-2.93\|8.75\|8.92\|8.48\|663289;2026-05-21\|8.18\|-4.88\|8.60\|8.67\|8.17\|674663;2026-05-22\|8.34\|1.96\|8.29\|8.37\|8.10\|445099;2026-05-25\|8.42\|0.96\|8.34\|8.48\|8.19\|475986;2026-05-26\|8.06\|-4.28\|8.37\|8.38\|7.90\|456508;2026-05-27\|7.79\|-3.35\|8.03\|8.12\|7.75\|456175;2026-05-28\|8.04\|3.21\|7.77\|8.10\|7.75\|394660;2026-05-29\|7.81\|-2.86\|8.13\|8.29\|7.77\|435630;2026-06-01\|7.80\|-0.13\|7.72\|7.92\|7.61\|273490;2026-06-02\|7.80\|0.00\|7.80\|7.87\|7.50\|300574;2026-06-03\|7.95\|1.92\|7.80\|8.07\|7.76\|403109;2026-06-04\|8.47\|6.54\|7.88\|8.62\|7.81\|873803;2026-06-05\|8.64\|2.01\|8.30\|8.98\|8.28\|843110;2026-06-08\|8.18\|-5.32\|8.30\|8.65\|8.03\|587624;2026-06-09\|8.50\|3.91\|8.31\|8.63\|8.14\|568083;2026-06-10\|8.26\|-2.82\|8.43\|8.50\|8.18\|481285;2026-06-11\|8.24\|-0.24\|8.14\|8.45\|8.06\|369284;2026-06-12\|8.03\|-2.55\|8.36\|8.50\|8.00\|418382;2026-06-15\|8.32\|3.61\|8.12\|8.33\|8.06\|360574;2026-06-16\|8.52\|2.40\|8.32\|8.65\|8.18\|508954;2026-06-17\|8.28\|-2.82\|8.37\|8.45\|8.21\|375796;2026-06-18\|8.16\|-1.45\|8.30\|8.36\|8.13\|310441;2026-06-22\|8.53\|4.53\|8.21\|8.54\|8.15\|509656;2026-06-23\|8.26\|-3.17\|8.51\|8.65\|8.21\|435802;2026-06-24\|9.09\|10.05\|8.20\|9.09\|8.18\|955884;2026-06-25\|9.19\|1.10\|9.26\|9.36\|9.00\|1074412;2026-06-26\|9.52\|3.59\|9.20\|9.77\|9.20\|1087427;2026-06-29\|9.19\|-3.47\|9.35\|9.97\|9.10\|828831;2026-06-30\|9.34\|1.63\|9.38\|9.48\|9.02\|616048;2026-07-01\|10.27\|9.96\|9.23\|10.27\|9.17\|1121753;2026-07-02\|10.21\|-0.58\|10.27\|10.75\|9.83\|1074212;2026-07-03\|9.76\|-4.41\|10.10\|10.29\|9.43\|962947;2026-07-06\|9.11\|-6.66\|9.79\|9.86\|9.03\|649025;2026-07-07\|8.80\|-3.40\|9.12\|9.29\|8.65\|475386;2026-07-08\|8.25\|-6.25\|8.77\|8.85\|8.19\|506834;2026-07-09\|7.97\|-3.39\|8.30\|8.40\|7.86\|275694
118576	国常会要求加快超大规模智算集群建设	算力大单+人形机器人+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月2日公告及2026年6月9日21世纪经济报道，公司控股子公司东阳光云智算于5月6日与某企业签署160亿至190亿元算力服务采购框架合同后，又于6月1日与某企业B签署100亿至120亿元算力服务采购合同，一个月内两笔订单合计最高达310亿元。 2、据2026年4月10日年报，公司人形机器人业务已构建全产品矩阵，光谷东智湖北工厂一期建成投产，年产能达300台，成为华中地区率先具备规模化量产能力的工厂，产品已获商业服务等领域小批量订单。 3、据2026年4月10日年报，公司液冷业务浙江东阳工厂一期产线已完成试生产，可广泛应用于智算中心等领域，并与中际旭创成立合资公司推广液冷散热整体解决方案。	公司拟80亿全资控股秦淮数据	2026-03-09\|40.00\|5.82\|35.00\|41.58\|34.33\|2096536;2026-03-10\|38.91\|-2.73\|40.50\|41.35\|37.80\|1387852;2026-03-11\|36.85\|-5.29\|38.20\|38.30\|35.60\|1398078;2026-03-12\|37.80\|2.58\|36.68\|38.82\|36.15\|1027176;2026-03-13\|34.82\|-7.88\|37.00\|37.30\|34.73\|867138;2026-03-16\|34.98\|0.46\|34.82\|34.99\|33.11\|776927;2026-03-17\|34.00\|-2.80\|34.98\|35.18\|33.78\|479143;2026-03-18\|35.68\|4.94\|34.00\|36.25\|34.00\|760269;2026-03-19\|34.22\|-4.09\|35.61\|36.03\|33.88\|641130;2026-03-20\|31.66\|-7.48\|34.42\|34.85\|31.64\|966069;2026-03-23\|29.70\|-6.19\|30.29\|31.46\|29.35\|780393;2026-03-24\|29.75\|0.17\|30.10\|30.50\|28.60\|597246;2026-03-25\|31.29\|5.18\|30.00\|31.80\|30.00\|647789;2026-03-26\|30.54\|-2.40\|31.20\|31.59\|30.33\|360219;2026-03-27\|30.58\|0.13\|29.98\|31.07\|29.68\|345422;2026-03-30\|30.56\|-0.07\|30.58\|30.80\|29.84\|363337;2026-03-31\|30.30\|-0.85\|30.56\|31.22\|30.20\|384805;2026-04-01\|31.40\|3.63\|31.30\|31.80\|30.80\|499612;2026-04-02\|29.87\|-4.87\|31.01\|31.17\|29.68\|436716;2026-04-03\|30.72\|2.85\|30.36\|30.98\|29.63\|437619;2026-04-07\|30.00\|-2.34\|30.49\|30.88\|29.90\|346551;2026-04-08\|32.19\|7.30\|30.96\|32.30\|30.95\|657805;2026-04-09\|31.50\|-2.14\|31.52\|32.08\|31.30\|435840;2026-04-10\|31.42\|-0.25\|31.00\|32.53\|29.90\|748722;2026-04-13\|32.08\|2.10\|31.15\|32.76\|31.15\|598294;2026-04-14\|33.86\|5.55\|33.18\|34.62\|32.71\|901683;2026-04-15\|33.40\|-1.36\|34.38\|34.73\|33.15\|641095;2026-04-16\|35.54\|6.41\|33.43\|36.60\|33.43\|909676;2026-04-17\|35.05\|-1.38\|35.30\|35.46\|34.37\|702668;2026-04-20\|33.60\|-4.14\|34.71\|35.00\|33.40\|773412;2026-04-21\|32.65\|-2.83\|34.00\|34.78\|31.57\|998567;2026-04-22\|34.86\|6.77\|32.03\|35.00\|31.86\|876492;2026-04-23\|34.14\|-2.07\|34.87\|35.25\|33.40\|708083;2026-04-24\|32.74\|-4.10\|33.89\|34.08\|31.70\|834719;2026-04-27\|32.48\|-0.79\|32.92\|33.38\|32.01\|534033;2026-04-28\|33.22\|2.28\|32.11\|34.30\|32.10\|765538;2026-04-29\|33.14\|-0.24\|33.17\|33.96\|32.66\|485365;2026-04-30\|35.40\|6.82\|33.10\|35.95\|32.88\|967677;2026-05-06\|38.94\|10.00\|38.94\|38.94\|38.94\|115169;2026-05-07\|42.83\|9.99\|42.83\|42.83\|42.83\|185880;2026-05-08\|39.90\|-6.84\|42.83\|42.83\|39.77\|2229196;2026-05-11\|39.02\|-2.21\|40.16\|41.00\|37.85\|1562270;2026-05-12\|37.45\|-4.02\|38.51\|39.05\|36.92\|1128955;2026-05-13\|39.28\|4.89\|37.35\|39.35\|37.35\|1362121;2026-05-14\|38.03\|-3.18\|39.67\|39.68\|37.03\|1221985;2026-05-15\|36.51\|-4.00\|37.64\|38.60\|36.20\|807738;2026-05-18\|36.63\|0.33\|36.10\|37.44\|36.10\|580361;2026-05-19\|37.90\|3.47\|36.80\|37.99\|35.51\|774342;2026-05-20\|38.46\|1.48\|37.68\|38.80\|37.10\|836051;2026-05-21\|36.18\|-5.93\|38.70\|38.87\|35.99\|734546;2026-05-22\|38.78\|7.19\|36.53\|39.02\|35.98\|1101723;2026-05-25\|38.32\|-1.19\|38.77\|39.76\|37.33\|811879;2026-05-26\|36.80\|-3.97\|38.00\|38.50\|35.73\|773810;2026-05-27\|39.33\|6.88\|39.00\|40.40\|38.05\|1444517;2026-05-28\|39.31\|-0.05\|39.68\|40.55\|38.80\|840380;2026-05-29\|35.62\|-9.39\|39.20\|39.60\|35.38\|1267155;2026-06-01\|35.75\|0.36\|34.71\|37.32\|33.96\|923784;2026-06-02\|35.62\|-0.36\|37.60\|37.80\|34.42\|880501;2026-06-03\|34.79\|-2.33\|34.52\|36.00\|34.48\|769763;2026-06-04\|33.33\|-4.20\|34.25\|34.30\|33.02\|738870;2026-06-05\|33.17\|-0.48\|33.12\|34.68\|31.59\|764741;2026-06-08\|31.55\|-4.88\|31.78\|32.27\|31.00\|547764;2026-06-09\|34.71\|10.02\|32.18\|34.71\|31.66\|942649;2026-06-10\|33.30\|-4.06\|33.99\|34.06\|32.78\|645566;2026-06-11\|33.14\|-0.48\|33.30\|33.78\|32.81\|386895;2026-06-12\|31.46\|-5.07\|33.64\|33.79\|31.46\|562856;2026-06-15\|33.10\|5.21\|32.66\|33.26\|31.51\|563499;2026-06-16\|32.63\|-1.42\|33.71\|34.07\|32.30\|713402;2026-06-17\|35.89\|9.99\|32.30\|35.89\|32.30\|1455119;2026-06-18\|36.26\|1.03\|36.00\|37.20\|35.89\|961140;2026-06-22\|35.10\|-3.20\|36.50\|37.03\|34.77\|875280;2026-06-23\|33.80\|-3.70\|35.62\|36.11\|33.60\|680676;2026-06-24\|36.34\|7.51\|33.18\|37.08\|32.67\|913828;2026-06-25\|36.36\|0.06\|36.41\|37.80\|35.61\|814550;2026-06-26\|34.28\|-5.72\|36.37\|36.37\|33.74\|604198;2026-06-29\|32.16\|-6.18\|34.17\|34.25\|31.80\|611546;2026-06-30\|33.58\|4.42\|32.01\|33.93\|31.68\|441318;2026-07-01\|36.94\|10.01\|33.50\|36.94\|32.03\|1205780;2026-07-02\|36.46\|-1.30\|36.00\|38.45\|34.68\|1275571;2026-07-03\|36.25\|-0.58\|36.45\|37.27\|35.25\|747072;2026-07-06\|36.82\|1.57\|36.55\|37.25\|35.46\|759106;2026-07-07\|34.93\|-5.13\|36.55\|37.45\|33.78\|693243;2026-07-08\|36.00\|3.06\|35.00\|37.46\|34.61\|590837;2026-07-09\|37.75\|4.86\|36.00\|38.19\|35.50\|628665
118575	国常会要求加快超大规模智算集群建设	AI算力+5G阅信+AI通信 1、据2026年4月29日年报，梦网科技构建“3+X”战略，将云通信、阅信平台、国际通信与AI通信、AI算力等创新业务融合，与华为、小米、荣耀、OPPO、vivo等头部终端厂商达成合作。 2、据2025年8月29日官微，公司成立梦网云智算子公司，以GPU、AI芯片为核心，打造全栈云算力服务平台，具备算力资源纳管、调度到运营的全生命周期管理能力。 3、据2026年4月29日年报，公司携手三大运营商及头部终端厂商，支撑运营商创建了5G阅信平台，终端覆盖超11亿台，5G阅信是公司基于通信和终端服务领域核心技术打造的拳头产品。	公司成立梦网云智算子公司，以GPU、AI芯片为核心打造全栈云算力服务平台，具备算力资源纳管、调度到运营的全生命周期管理能力，面向大模型客户提供一站式AI算力服务	2026-03-02\|11.38\|-4.77\|11.80\|11.91\|11.33\|298002;2026-03-03\|10.95\|-3.78\|11.39\|11.49\|10.93\|253742;2026-03-04\|10.70\|-2.28\|10.81\|11.01\|10.65\|177807;2026-03-05\|10.91\|1.96\|10.89\|11.06\|10.83\|169000;2026-03-06\|11.07\|1.47\|10.85\|11.08\|10.83\|121339;2026-03-09\|11.24\|1.54\|10.94\|11.28\|10.80\|215926;2026-03-10\|11.21\|-0.27\|11.30\|11.48\|11.11\|181173;2026-03-11\|11.07\|-1.25\|11.26\|11.26\|11.03\|141065;2026-03-12\|10.94\|-1.17\|11.06\|11.11\|10.90\|112043;2026-03-13\|10.70\|-2.19\|10.95\|10.95\|10.67\|147388;2026-03-16\|10.78\|0.75\|10.68\|10.78\|10.55\|118878;2026-03-17\|10.64\|-1.30\|10.82\|10.85\|10.61\|92400;2026-03-18\|10.79\|1.41\|10.64\|10.81\|10.60\|131850;2026-03-19\|11.11\|2.97\|10.65\|11.48\|10.63\|380626;2026-03-20\|10.70\|-3.69\|11.10\|11.12\|10.70\|222092;2026-03-23\|9.76\|-8.79\|10.30\|10.30\|9.70\|256064;2026-03-24\|10.08\|3.28\|9.93\|10.10\|9.73\|160444;2026-03-25\|10.30\|2.18\|10.11\|10.40\|10.11\|171043;2026-03-26\|10.00\|-2.91\|10.31\|10.34\|9.95\|137731;2026-03-27\|10.04\|0.40\|9.90\|10.08\|9.85\|71038;2026-03-30\|10.04\|0.00\|9.91\|10.06\|9.73\|118056;2026-03-31\|9.92\|-1.20\|9.99\|10.15\|9.91\|84149;2026-04-01\|10.03\|1.11\|10.08\|10.11\|9.97\|91296;2026-04-02\|9.71\|-3.19\|9.97\|9.97\|9.68\|126417;2026-04-03\|9.56\|-1.54\|9.80\|9.84\|9.53\|89384;2026-04-07\|9.59\|0.31\|9.57\|9.70\|9.56\|70186;2026-04-08\|10.21\|6.47\|9.80\|10.23\|9.78\|224990;2026-04-09\|9.91\|-2.94\|10.06\|10.13\|9.88\|156354;2026-04-10\|10.02\|1.11\|10.00\|10.30\|9.98\|155329;2026-04-13\|10.02\|0.00\|9.93\|10.08\|9.92\|76551;2026-04-14\|10.07\|0.50\|10.10\|10.19\|9.96\|93321;2026-04-15\|9.89\|-1.79\|10.10\|10.14\|9.87\|125930;2026-04-16\|9.99\|1.01\|9.94\|10.00\|9.69\|227523;2026-04-17\|9.96\|-0.30\|9.95\|10.14\|9.78\|189071;2026-04-20\|10.34\|3.82\|9.96\|10.66\|9.95\|404336;2026-04-21\|10.02\|-3.09\|10.24\|10.24\|9.96\|256972;2026-04-22\|9.98\|-0.40\|9.93\|10.02\|9.87\|130937;2026-04-23\|10.08\|1.00\|9.96\|10.23\|9.94\|197562;2026-04-24\|9.94\|-1.39\|10.00\|10.07\|9.82\|149443;2026-04-27\|9.79\|-1.51\|9.90\|9.94\|9.74\|144479;2026-04-28\|9.38\|-4.19\|9.74\|9.78\|9.34\|212404;2026-04-29\|9.48\|1.07\|9.19\|9.66\|9.12\|165825;2026-04-30\|9.48\|0.00\|9.51\|9.58\|9.39\|103740;2026-05-06\|9.70\|2.32\|9.51\|9.81\|9.51\|170754;2026-05-07\|9.79\|0.93\|9.75\|9.80\|9.62\|126309;2026-05-08\|9.90\|1.12\|9.79\|9.96\|9.75\|157714;2026-05-11\|9.90\|0.00\|9.96\|10.06\|9.82\|158640;2026-05-12\|9.65\|-2.53\|9.86\|9.90\|9.65\|158795;2026-05-13\|9.72\|0.73\|9.65\|9.80\|9.53\|123665;2026-05-14\|9.28\|-4.53\|9.73\|9.89\|9.28\|223091;2026-05-15\|9.19\|-0.97\|9.27\|9.44\|9.12\|158051;2026-05-18\|9.34\|1.63\|9.13\|9.42\|9.13\|141231;2026-05-19\|10.27\|9.96\|9.28\|10.27\|9.24\|407732;2026-05-20\|10.10\|-1.66\|10.32\|10.48\|10.07\|617388;2026-05-21\|9.63\|-4.65\|10.08\|10.12\|9.61\|356784;2026-05-22\|9.62\|-0.10\|9.81\|9.90\|9.41\|246639;2026-05-25\|9.73\|1.14\|9.73\|10.16\|9.60\|306188;2026-05-26\|9.51\|-2.26\|9.67\|9.83\|9.19\|338597;2026-05-27\|9.20\|-3.26\|9.42\|9.49\|9.17\|186376;2026-05-28\|8.69\|-5.54\|9.13\|9.20\|8.59\|317861;2026-05-29\|8.32\|-4.26\|8.68\|8.75\|8.30\|229946;2026-06-01\|8.57\|3.00\|8.26\|8.63\|8.20\|176277;2026-06-02\|8.32\|-2.92\|8.58\|8.60\|8.26\|147993;2026-06-03\|8.02\|-3.61\|8.33\|8.35\|8.01\|188832;2026-06-04\|7.97\|-0.62\|8.00\|8.10\|7.94\|138016;2026-06-05\|8.01\|0.50\|7.96\|8.13\|7.80\|157505;2026-06-08\|7.76\|-3.12\|7.85\|8.00\|7.65\|147847;2026-06-09\|7.81\|0.64\|7.77\|7.92\|7.65\|137112;2026-06-10\|7.72\|-1.15\|7.75\|7.93\|7.62\|129944;2026-06-11\|7.39\|-4.27\|7.70\|7.70\|7.31\|160788;2026-06-12\|7.52\|1.76\|7.48\|7.58\|7.37\|148656;2026-06-15\|7.62\|1.33\|7.57\|7.71\|7.51\|135921;2026-06-16\|7.89\|3.54\|7.63\|8.08\|7.50\|286069;2026-06-17\|7.69\|-2.53\|7.72\|7.93\|7.63\|171373;2026-06-18\|7.75\|0.78\|7.63\|7.85\|7.52\|182210;2026-06-22\|7.76\|0.13\|7.66\|7.77\|7.41\|185735;2026-06-23\|7.75\|-0.13\|7.75\|7.87\|7.65\|132882;2026-06-24\|7.53\|-2.84\|7.82\|7.82\|7.40\|148932;2026-06-25\|7.60\|0.93\|7.54\|7.95\|7.50\|192390;2026-06-26\|7.24\|-4.74\|7.50\|7.60\|7.19\|195038;2026-06-29\|7.16\|-1.10\|7.20\|7.35\|7.15\|120583;2026-06-30\|7.19\|0.42\|7.15\|7.32\|7.05\|124800;2026-07-01\|7.91\|10.01\|7.22\|7.91\|7.15\|361471;2026-07-02\|8.13\|2.78\|7.95\|8.40\|7.86\|510721;2026-07-03\|7.95\|-2.21\|8.20\|8.21\|7.80\|280699;2026-07-06\|8.06\|1.38\|8.08\|8.46\|7.98\|265431;2026-07-07\|8.14\|0.99\|8.05\|8.40\|7.92\|316253;2026-07-08\|8.47\|4.05\|8.05\|8.47\|7.87\|399420;2026-07-09\|8.30\|-2.01\|8.28\|8.42\|8.20\|175831
118574	国常会要求加快超大规模智算集群建设	算力租赁+商业航天+OSS 行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月29日年报，公司“郑州空港算力集群项目一标段”5600P算力已于2025年11月投产运营，合同金额8.87亿元，五年运营期持续贡献收入，形成第二增长曲线。 2、据2026年4月29日年报，公司承建“千帆星座”“国网星座”卫星互联网网络管理系统已上线，中标上海垣信卫星NMC项目，布局商业航天OSS增量市场。 3、据2026年5月12日公告，公司向特定对象发行1775万股募资6.498亿元已上市，用于OSS及算力网络关键软件研发，增强资本实力。	1、公司拥有数据中心智能运维软件系统产品，参加了电信运营商大型集团级数据中心、省级数据中心相关OSS系统的建设； 2、公司承建“千帆星座”卫星互联网网络管理中心系统及“国网星座”运控流量预测系统已上线并通过专家评审，支撑卫星发射及在轨测试，深度参与天地一体化信息网络建设	2026-03-02\|46.30\|-1.53\|45.76\|48.00\|45.76\|79791;2026-03-03\|44.15\|-4.64\|47.24\|47.94\|44.04\|67737;2026-03-04\|43.93\|-0.50\|43.78\|45.08\|43.70\|41612;2026-03-05\|43.63\|-0.68\|44.84\|44.84\|43.10\|42190;2026-03-06\|44.65\|2.34\|43.31\|44.80\|43.12\|37032;2026-03-09\|45.63\|2.19\|44.00\|45.78\|41.60\|52684;2026-03-10\|46.94\|2.87\|46.04\|48.86\|45.72\|70003;2026-03-11\|45.72\|-2.60\|46.86\|47.37\|45.51\|49405;2026-03-12\|44.30\|-3.11\|45.69\|46.18\|44.12\|32250;2026-03-13\|42.75\|-3.50\|44.18\|44.41\|42.66\|36872;2026-03-16\|43.18\|1.01\|42.75\|43.50\|42.21\|33005;2026-03-17\|43.50\|0.74\|43.36\|45.04\|42.95\|44467;2026-03-18\|45.40\|4.37\|43.43\|45.41\|42.99\|45249;2026-03-19\|44.23\|-2.58\|44.19\|45.40\|43.95\|30767;2026-03-20\|41.00\|-7.30\|44.29\|44.58\|40.97\|51162;2026-03-23\|38.82\|-5.32\|39.89\|40.98\|38.38\|42866;2026-03-24\|40.44\|4.17\|39.79\|40.50\|38.44\|28487;2026-03-25\|42.30\|4.60\|40.48\|42.93\|40.46\|38062;2026-03-26\|40.48\|-4.30\|42.32\|42.32\|40.32\|27988;2026-03-27\|40.87\|0.96\|39.58\|41.21\|39.55\|17555;2026-03-30\|41.62\|1.84\|40.21\|41.65\|39.68\|21787;2026-03-31\|40.63\|-2.38\|41.79\|42.24\|40.61\|16608;2026-04-01\|41.39\|1.87\|41.58\|41.87\|41.03\|15171;2026-04-02\|40.05\|-3.24\|41.25\|41.26\|39.65\|17637;2026-04-03\|44.06\|10.01\|40.81\|44.06\|40.12\|60955;2026-04-07\|46.10\|4.63\|43.62\|46.90\|42.60\|133380;2026-04-08\|47.36\|2.73\|45.20\|49.00\|44.41\|153534;2026-04-09\|45.09\|-4.79\|46.00\|46.00\|44.66\|94300;2026-04-10\|43.87\|-2.71\|45.10\|45.40\|43.60\|75460;2026-04-13\|44.15\|0.64\|43.44\|44.30\|42.84\|57782;2026-04-14\|43.98\|-0.39\|44.49\|45.01\|43.50\|61946;2026-04-15\|44.35\|0.84\|44.00\|44.48\|43.35\|52404;2026-04-16\|45.54\|2.68\|44.20\|45.65\|43.80\|81203;2026-04-17\|43.85\|-3.71\|45.00\|45.35\|43.65\|57829;2026-04-20\|44.63\|1.78\|43.74\|45.08\|43.60\|46162;2026-04-21\|44.94\|0.69\|45.45\|45.78\|44.66\|52035;2026-04-22\|45.13\|0.42\|43.86\|45.94\|43.51\|48963;2026-04-23\|42.38\|-6.09\|44.79\|44.79\|42.36\|49666;2026-04-24\|43.66\|3.02\|42.38\|45.00\|41.20\|46070;2026-04-27\|45.03\|3.14\|43.25\|45.36\|42.52\|58715;2026-04-28\|44.30\|-1.62\|44.69\|45.53\|44.10\|39872;2026-04-29\|44.37\|0.16\|44.21\|44.99\|43.50\|33041;2026-04-30\|44.72\|0.79\|44.39\|45.00\|44.04\|30854;2026-05-06\|49.19\|10.00\|46.08\|49.19\|45.86\|101158;2026-05-07\|50.80\|3.27\|50.51\|53.14\|49.01\|139269;2026-05-08\|51.73\|1.83\|50.82\|52.30\|49.78\|94564;2026-05-11\|50.50\|-2.38\|51.75\|51.80\|50.12\|68072;2026-05-12\|48.88\|-3.21\|50.37\|50.37\|48.50\|59199;2026-05-13\|53.77\|10.00\|49.10\|53.77\|48.28\|82329;2026-05-14\|51.55\|-4.13\|54.88\|55.96\|51.28\|107443;2026-05-15\|51.45\|-0.19\|51.56\|52.94\|50.51\|67791;2026-05-18\|53.62\|4.22\|52.00\|55.09\|51.50\|91660;2026-05-19\|53.67\|0.09\|52.96\|55.95\|52.72\|82217;2026-05-20\|49.40\|-7.96\|52.52\|57.00\|48.30\|123952;2026-05-21\|54.34\|10.00\|49.91\|54.34\|49.88\|100601;2026-05-22\|52.64\|-3.13\|53.00\|54.34\|51.70\|121542;2026-05-25\|51.10\|-2.93\|51.51\|52.32\|49.88\|78822;2026-05-26\|45.99\|-10.00\|50.59\|50.59\|45.99\|71775;2026-05-27\|43.68\|-5.02\|45.58\|46.15\|43.14\|58538;2026-05-28\|44.72\|2.38\|43.68\|45.19\|43.17\|38258;2026-05-29\|42.15\|-5.75\|45.10\|45.48\|41.85\|41239;2026-06-01\|42.28\|0.31\|42.15\|42.93\|41.60\|25987;2026-06-02\|41.34\|-2.22\|42.28\|42.28\|40.00\|32030;2026-06-03\|40.74\|-1.38\|41.32\|41.61\|40.33\|25539;2026-06-04\|40.18\|-1.37\|40.21\|40.54\|39.69\|21754;2026-06-05\|40.40\|0.55\|40.51\|40.79\|39.01\|27603;2026-06-08\|39.19\|-3.00\|39.06\|41.30\|38.48\|29164;2026-06-09\|40.08\|2.27\|39.82\|40.11\|38.88\|22197;2026-06-10\|39.38\|-1.75\|39.76\|41.02\|38.80\|25037;2026-06-11\|38.59\|-2.01\|38.78\|39.17\|37.75\|20371;2026-06-12\|39.19\|1.55\|39.18\|39.71\|38.80\|16842;2026-06-15\|39.49\|0.77\|39.60\|39.70\|39.01\|21471;2026-06-16\|40.96\|3.72\|39.26\|41.14\|38.80\|32920;2026-06-17\|40.29\|-1.64\|40.60\|40.80\|39.83\|25212;2026-06-18\|40.90\|1.51\|40.03\|41.24\|39.86\|25189;2026-06-22\|41.40\|1.22\|40.90\|41.61\|40.50\|31872;2026-06-23\|39.45\|-4.71\|41.40\|41.40\|39.18\|26171;2026-06-24\|39.52\|0.18\|39.00\|39.73\|38.06\|20511;2026-06-25\|37.43\|-5.29\|39.61\|39.72\|37.20\|32192;2026-06-26\|36.35\|-2.89\|37.39\|37.39\|36.00\|22670;2026-06-29\|35.60\|-2.06\|36.29\|36.92\|35.21\|20622;2026-06-30\|37.60\|5.62\|35.71\|37.73\|35.10\|27702;2026-07-01\|41.36\|10.00\|37.61\|41.36\|37.55\|48939;2026-07-02\|40.97\|-0.94\|41.46\|43.45\|40.85\|65737;2026-07-03\|41.44\|1.15\|41.16\|42.65\|40.65\|36160;2026-07-06\|40.55\|-2.15\|42.01\|42.20\|39.75\|23895;2026-07-07\|38.20\|-5.80\|40.29\|40.65\|38.00\|22462;2026-07-08\|38.46\|0.68\|38.23\|39.38\|37.70\|27935;2026-07-09\|36.29\|-5.64\|38.00\|38.42\|35.80\|18928
118573	国常会要求加快超大规模智算集群建设	算力电源+锂电池+外销占比大行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年3月31日年报，公司高功率服务器电源已批量出货，氮化镓版本完成小批量验证，峰值效率>98%，切入AI服务器及数据中心供应链。 2、据2026年3月31日年报，公司新能源业务含18650锂电池、聚合物软包电池等，外销占比88.62%，直接受益全球储能及数据中心需求。 3、据2026年2月28日公告，瑞众人寿减持计划已实施完毕，短期抛压释放。	公司高功率服务器电源已批量出货，氮化镓版本完成小批量验证，峰值效率>98%，切入AI服务器及数据中心供应链	2026-03-02\|12.06\|-3.21\|12.32\|12.38\|11.96\|176042;2026-03-03\|11.59\|-3.90\|12.07\|12.21\|11.56\|165031;2026-03-04\|11.53\|-0.52\|11.48\|11.69\|11.39\|109954;2026-03-05\|11.72\|1.65\|11.76\|11.99\|11.66\|130229;2026-03-06\|11.81\|0.77\|11.65\|11.95\|11.57\|88164;2026-03-09\|11.51\|-2.54\|11.61\|11.66\|11.23\|150552;2026-03-10\|11.73\|1.91\|11.65\|11.81\|11.65\|101914;2026-03-11\|12.10\|3.15\|11.73\|12.52\|11.73\|242617;2026-03-12\|11.74\|-2.98\|12.00\|12.04\|11.67\|146003;2026-03-13\|11.83\|0.77\|11.67\|12.08\|11.53\|131806;2026-03-16\|11.91\|0.68\|11.83\|11.93\|11.59\|100054;2026-03-17\|11.78\|-1.09\|11.88\|12.05\|11.75\|104873;2026-03-18\|12.01\|1.95\|11.72\|12.08\|11.65\|127157;2026-03-19\|12.08\|0.58\|11.88\|12.22\|11.80\|173351;2026-03-20\|12.15\|0.58\|12.09\|12.49\|12.04\|268921;2026-03-23\|11.51\|-5.27\|12.03\|12.14\|11.23\|229449;2026-03-24\|11.65\|1.22\|11.80\|11.81\|11.42\|112971;2026-03-25\|11.86\|1.80\|11.60\|11.97\|11.55\|199720;2026-03-26\|11.40\|-3.88\|11.80\|11.94\|11.38\|185830;2026-03-27\|11.18\|-1.93\|11.21\|11.28\|10.97\|118664;2026-03-30\|10.86\|-2.86\|11.05\|11.08\|10.61\|115935;2026-03-31\|10.39\|-4.33\|10.83\|10.95\|10.33\|139038;2026-04-01\|10.53\|1.35\|10.55\|10.62\|10.39\|108453;2026-04-02\|10.09\|-4.18\|10.52\|10.52\|9.99\|161001;2026-04-03\|9.93\|-1.59\|10.12\|10.15\|9.87\|94351;2026-04-07\|10.09\|1.61\|9.97\|10.32\|9.83\|101657;2026-04-08\|10.62\|5.25\|10.25\|10.64\|10.22\|138558;2026-04-09\|10.41\|-1.98\|10.50\|10.68\|10.31\|100691;2026-04-10\|10.67\|2.50\|10.43\|10.96\|10.43\|136208;2026-04-13\|10.35\|-3.00\|10.54\|10.59\|10.29\|103092;2026-04-14\|10.51\|1.55\|10.47\|10.69\|10.39\|99025;2026-04-15\|10.20\|-2.95\|10.51\|10.66\|10.11\|123042;2026-04-16\|10.43\|2.25\|10.25\|10.50\|10.23\|115035;2026-04-17\|10.48\|0.48\|10.48\|10.79\|10.39\|104603;2026-04-20\|10.46\|-0.19\|10.48\|10.60\|10.41\|90792;2026-04-21\|10.18\|-2.68\|10.46\|10.46\|10.11\|143107;2026-04-22\|10.26\|0.79\|10.10\|10.39\|9.98\|117277;2026-04-23\|10.06\|-1.95\|10.24\|10.35\|9.93\|129098;2026-04-24\|9.90\|-1.59\|10.05\|10.09\|9.77\|110779;2026-04-27\|9.77\|-1.31\|9.80\|9.89\|9.37\|194265;2026-04-28\|9.40\|-3.79\|9.67\|9.73\|9.33\|139964;2026-04-29\|9.50\|1.06\|9.33\|9.59\|9.33\|97553;2026-04-30\|10.09\|6.21\|9.09\|10.17\|8.90\|468621;2026-05-06\|11.10\|10.01\|10.01\|11.10\|10.01\|584631;2026-05-07\|11.23\|1.17\|11.71\|11.78\|10.92\|597724;2026-05-08\|11.58\|3.12\|11.20\|11.76\|11.07\|386037;2026-05-11\|11.77\|1.64\|11.62\|11.88\|11.48\|294913;2026-05-12\|11.93\|1.36\|11.77\|12.20\|11.71\|257517;2026-05-13\|11.70\|-1.93\|11.82\|11.99\|11.61\|217531;2026-05-14\|11.62\|-0.68\|11.70\|12.23\|11.61\|249066;2026-05-15\|11.55\|-0.60\|11.65\|11.87\|11.46\|180576;2026-05-18\|11.40\|-1.30\|11.50\|11.67\|11.24\|169268;2026-05-19\|11.36\|-0.35\|11.20\|11.39\|11.00\|155348;2026-05-20\|11.30\|-0.53\|11.29\|11.54\|11.05\|148414;2026-05-21\|10.76\|-4.78\|11.36\|11.50\|10.65\|175765;2026-05-22\|10.81\|0.46\|10.70\|10.97\|10.63\|120871;2026-05-25\|10.75\|-0.56\|10.90\|11.23\|10.66\|114185;2026-05-26\|10.47\|-2.60\|10.64\|10.65\|10.29\|133236;2026-05-27\|10.17\|-2.87\|10.50\|10.55\|10.05\|142102;2026-05-28\|10.20\|0.29\|10.25\|10.33\|10.07\|101772;2026-05-29\|9.86\|-3.33\|10.33\|10.34\|9.78\|143185;2026-06-01\|9.78\|-0.81\|9.88\|10.04\|9.70\|116957;2026-06-02\|9.59\|-1.94\|9.80\|9.83\|9.31\|105191;2026-06-03\|9.52\|-0.73\|9.59\|9.93\|9.31\|159800;2026-06-04\|9.26\|-2.73\|9.39\|9.55\|9.19\|132160;2026-06-05\|9.42\|1.73\|9.20\|9.79\|9.04\|178141;2026-06-08\|9.09\|-3.50\|9.08\|9.43\|8.90\|179811;2026-06-09\|9.30\|2.31\|9.36\|9.56\|9.07\|136485;2026-06-10\|9.03\|-2.90\|9.19\|9.43\|8.94\|126610;2026-06-11\|8.83\|-2.21\|9.08\|9.28\|8.70\|159269;2026-06-12\|9.10\|3.06\|8.89\|9.35\|8.82\|155501;2026-06-15\|8.97\|-1.43\|9.10\|9.17\|8.91\|117202;2026-06-16\|9.25\|3.12\|9.05\|9.38\|8.84\|167772;2026-06-17\|8.93\|-3.46\|9.25\|9.25\|8.75\|201180;2026-06-18\|8.45\|-5.38\|8.93\|8.93\|8.28\|250298;2026-06-22\|8.33\|-1.42\|8.50\|8.59\|8.07\|162236;2026-06-23\|8.20\|-1.56\|8.38\|8.47\|8.12\|148790;2026-06-24\|8.27\|0.85\|8.25\|8.30\|7.78\|213069;2026-06-25\|8.10\|-2.06\|8.27\|8.27\|7.99\|130874;2026-06-26\|7.87\|-2.84\|8.07\|8.63\|7.87\|251189;2026-06-29\|7.76\|-1.40\|7.87\|8.01\|7.51\|182109;2026-06-30\|7.77\|0.13\|7.80\|8.04\|7.61\|150444;2026-07-01\|8.55\|10.04\|7.78\|8.55\|7.61\|307155;2026-07-02\|8.48\|-0.82\|8.80\|9.27\|8.44\|408512;2026-07-03\|8.34\|-1.65\|8.63\|8.67\|8.23\|226590;2026-07-06\|7.99\|-4.20\|8.49\|8.71\|7.90\|191180;2026-07-07\|7.93\|-0.75\|8.05\|8.11\|7.82\|112798;2026-07-08\|7.81\|-1.51\|7.91\|7.97\|7.74\|95846;2026-07-09\|7.90\|1.15\|7.90\|7.96\|7.62\|96444
118572	国常会要求加快超大规模智算集群建设	涨停揭秘：国常会推动超大规模智算集群建设，飞利信自研‘利智方’大模型落地政府能源交通领域，数据中心服务能力获市场认可；涨停缘由：国常会要求加快超大规模智算集群建设；公司自研‘利智方’大模型集成LGM技术，检索效率提升20%~50%；在政府、能源、交通等领域实现规模化应用；数据中心设计及高端运维服务经验丰富；资金逻辑：主力资金连续净流入，大单资金主导拉升，资金押注大模型商业化落地与算力基建双重逻辑共振；风险提示：大模型项目合同金额偏小、周期偏短，规模化复制能力待验证；数据中心业务毛利率承压	1、公司为客户提供大型数据中心设计、工程建设及高端运维服务； 2、公司自研“利智方”大模型产品已集成LGM技术，检索效率提升20%~50%，准确性提升5%~10%，并在政府、能源、交通等领域落地应用	2026-03-02\|4.89\|-4.31\|5.05\|5.06\|4.83\|521069;2026-03-03\|4.70\|-3.89\|4.90\|4.94\|4.70\|377871;2026-03-04\|4.67\|-0.64\|4.66\|4.74\|4.62\|212811;2026-03-05\|4.82\|3.21\|4.73\|4.90\|4.73\|327696;2026-03-06\|4.84\|0.41\|4.79\|4.84\|4.78\|200866;2026-03-09\|4.88\|0.83\|4.79\|4.89\|4.73\|293380;2026-03-10\|4.95\|1.43\|4.89\|5.01\|4.89\|283114;2026-03-11\|4.87\|-1.62\|4.94\|4.95\|4.86\|209748;2026-03-12\|4.79\|-1.64\|4.84\|4.89\|4.79\|172666;2026-03-13\|4.73\|-1.25\|4.78\|4.80\|4.71\|196792;2026-03-16\|4.76\|0.63\|4.73\|4.77\|4.71\|155947;2026-03-17\|4.67\|-1.89\|4.76\|4.80\|4.67\|199921;2026-03-18\|4.76\|1.93\|4.67\|4.76\|4.65\|189153;2026-03-19\|4.64\|-2.52\|4.72\|4.72\|4.62\|194527;2026-03-20\|4.41\|-4.96\|4.63\|4.69\|4.40\|299238;2026-03-23\|4.13\|-6.35\|4.33\|4.36\|4.13\|319480;2026-03-24\|4.30\|4.12\|4.24\|4.31\|4.14\|257914;2026-03-25\|4.40\|2.33\|4.29\|4.44\|4.28\|237109;2026-03-26\|4.45\|1.14\|4.43\|4.78\|4.40\|444092;2026-03-27\|4.48\|0.67\|4.41\|4.58\|4.35\|251016;2026-03-30\|4.40\|-1.79\|4.37\|4.42\|4.32\|202055;2026-03-31\|4.31\|-2.05\|4.40\|4.44\|4.31\|173800;2026-04-01\|4.36\|1.16\|4.38\|4.42\|4.33\|141327;2026-04-02\|4.23\|-2.98\|4.35\|4.35\|4.21\|153654;2026-04-03\|4.12\|-2.60\|4.25\|4.27\|4.11\|141986;2026-04-07\|4.18\|1.46\|4.14\|4.21\|4.13\|119694;2026-04-08\|4.42\|5.74\|4.26\|4.43\|4.26\|292334;2026-04-09\|4.27\|-3.39\|4.36\|4.39\|4.26\|229232;2026-04-10\|4.31\|0.94\|4.31\|4.37\|4.31\|181889;2026-04-13\|4.29\|-0.46\|4.26\|4.32\|4.26\|137663;2026-04-14\|4.32\|0.70\|4.32\|4.36\|4.26\|168607;2026-04-15\|4.23\|-2.08\|4.33\|4.34\|4.22\|177242;2026-04-16\|4.34\|2.60\|4.23\|4.34\|4.23\|254132;2026-04-17\|4.28\|-1.38\|4.30\|4.32\|4.23\|234293;2026-04-20\|4.26\|-0.47\|4.25\|4.28\|4.25\|186331;2026-04-21\|4.17\|-2.11\|4.25\|4.26\|4.14\|232207;2026-04-22\|4.19\|0.48\|4.16\|4.19\|4.13\|187975;2026-04-23\|4.45\|6.21\|4.19\|4.59\|4.18\|925321;2026-04-24\|4.29\|-3.60\|4.38\|4.38\|4.27\|469707;2026-04-27\|4.33\|0.93\|4.25\|4.33\|4.17\|293921;2026-04-28\|4.28\|-1.15\|4.30\|4.41\|4.26\|284834;2026-04-29\|4.34\|1.40\|4.25\|4.38\|4.23\|270161;2026-04-30\|4.32\|-0.46\|4.35\|4.36\|4.28\|198435;2026-05-06\|4.45\|3.01\|4.33\|4.47\|4.33\|409642;2026-05-07\|4.49\|0.90\|4.45\|4.49\|4.41\|355986;2026-05-08\|4.47\|-0.45\|4.45\|4.56\|4.43\|329206;2026-05-11\|4.70\|5.15\|4.48\|4.81\|4.43\|781021;2026-05-12\|4.94\|5.11\|4.64\|5.00\|4.60\|1165435;2026-05-13\|4.87\|-1.42\|5.04\|5.15\|4.82\|1005488;2026-05-14\|4.62\|-5.13\|4.83\|4.92\|4.62\|706027;2026-05-15\|4.58\|-0.87\|4.58\|4.74\|4.50\|476470;2026-05-18\|4.62\|0.87\|4.50\|4.66\|4.46\|332382;2026-05-19\|4.65\|0.65\|4.58\|4.70\|4.58\|350493;2026-05-20\|4.47\|-3.87\|4.61\|4.63\|4.44\|341086;2026-05-21\|4.25\|-4.92\|4.47\|4.53\|4.24\|402904;2026-05-22\|4.32\|1.65\|4.26\|4.34\|4.23\|267136;2026-05-25\|4.30\|-0.46\|4.29\|4.35\|4.20\|270382;2026-05-26\|4.22\|-1.86\|4.26\|4.28\|4.16\|243438;2026-05-27\|4.12\|-2.37\|4.19\|4.26\|4.11\|255561;2026-05-28\|4.10\|-0.49\|4.12\|4.14\|3.98\|296481;2026-05-29\|3.96\|-3.41\|4.10\|4.14\|3.95\|290892;2026-06-01\|4.05\|2.27\|3.89\|4.06\|3.89\|203349;2026-06-02\|3.96\|-2.22\|4.03\|4.05\|3.92\|190271;2026-06-03\|4.02\|1.52\|3.94\|4.08\|3.93\|245341;2026-06-04\|3.85\|-4.23\|3.99\|4.00\|3.83\|271369;2026-06-05\|3.86\|0.26\|3.85\|3.94\|3.73\|302387;2026-06-08\|3.68\|-4.66\|3.75\|3.85\|3.66\|263515;2026-06-09\|3.76\|2.17\|3.69\|3.79\|3.67\|225090;2026-06-10\|3.64\|-3.19\|3.73\|3.79\|3.60\|251132;2026-06-11\|3.49\|-4.12\|3.63\|3.63\|3.44\|324553;2026-06-12\|3.48\|-0.29\|3.54\|3.58\|3.46\|325285;2026-06-15\|3.58\|2.87\|3.51\|3.60\|3.50\|303091;2026-06-16\|3.64\|1.68\|3.55\|3.65\|3.49\|324325;2026-06-17\|3.53\|-3.02\|3.61\|3.61\|3.48\|262442;2026-06-18\|3.53\|0.00\|3.51\|3.56\|3.45\|230207;2026-06-22\|3.57\|1.13\|3.52\|3.62\|3.39\|358299;2026-06-23\|3.61\|1.12\|3.54\|3.75\|3.53\|411481;2026-06-24\|3.40\|-5.82\|3.56\|3.57\|3.32\|430827;2026-06-25\|3.32\|-2.35\|3.36\|3.41\|3.27\|309555;2026-06-26\|3.15\|-5.12\|3.30\|3.31\|3.15\|350296;2026-06-29\|3.11\|-1.27\|3.14\|3.17\|3.03\|326572;2026-06-30\|3.21\|3.22\|3.10\|3.22\|3.06\|363843;2026-07-01\|3.85\|19.94\|3.28\|3.85\|3.26\|1007944;2026-07-02\|3.68\|-4.42\|3.82\|3.96\|3.67\|1284231;2026-07-03\|3.59\|-2.45\|3.74\|3.80\|3.59\|654034;2026-07-06\|3.50\|-2.51\|3.62\|3.71\|3.48\|520632;2026-07-07\|3.38\|-3.43\|3.47\|3.53\|3.36\|372007;2026-07-08\|3.85\|13.91\|3.36\|4.02\|3.35\|1495542;2026-07-09\|3.72\|-3.38\|3.77\|3.81\|3.63\|746825
118571	国常会要求加快超大规模智算集群建设	AI算力+定增算力项目+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月4日公告，公司拟以简易程序向特定对象发行股票，募集资金用于智能算力集群建设项目，项目建成后公司AI算力业务将由建设交付延伸至算力运营服务。 2、据2026年4月3日年报及2026年4月28日一季报，公司AI算力板块已成为核心收入来源，2025年该板块收入8.70亿元，占总营收46.16%；2025年12月陆续签订合计约6.04亿元算力设备销售合同；2026年一季度营收同比增长113.46%，增长主要系新增AI算力业务。 3、据2025年9月5日公告，公司旗下武桐高新的液冷超节点采用自主设计的泵驱两相液冷方案，实现100%全液冷，PUE预计降至1.06-1.15。	公司拟收购武桐高新39.23%的股权，标的主要从事AIDC算力服务器与集群综合解决方案服务业务	2026-03-02\|130.55\|5.37\|115.07\|133.33\|115.07\|78126;2026-03-03\|126.70\|-2.95\|133.16\|133.38\|125.29\|65945;2026-03-04\|131.18\|3.54\|126.70\|131.69\|118.03\|52892;2026-03-05\|130.00\|-0.90\|133.00\|133.80\|126.20\|38547;2026-03-06\|131.15\|0.88\|133.00\|135.80\|129.00\|48906;2026-03-09\|135.00\|2.94\|127.00\|135.90\|122.00\|63838;2026-03-10\|132.72\|-1.69\|134.96\|135.10\|127.71\|49953;2026-03-11\|136.00\|2.47\|133.31\|139.37\|132.30\|51393;2026-03-12\|138.02\|1.49\|136.01\|140.84\|132.76\|36432;2026-03-13\|133.30\|-3.42\|137.00\|143.00\|132.80\|47342;2026-03-16\|134.00\|0.53\|134.12\|136.22\|127.12\|55986;2026-03-17\|129.82\|-3.12\|136.00\|136.00\|129.00\|34101;2026-03-18\|129.11\|-0.55\|130.00\|130.00\|126.26\|25432;2026-03-19\|119.99\|-7.06\|127.00\|128.06\|118.00\|45400;2026-03-20\|113.00\|-5.83\|121.00\|122.99\|110.92\|66196;2026-03-23\|101.70\|-10.00\|111.70\|112.10\|101.70\|57590;2026-03-24\|102.86\|1.14\|103.40\|103.40\|96.34\|70104;2026-03-25\|109.30\|6.26\|103.00\|110.50\|101.30\|55320;2026-03-26\|103.05\|-5.72\|110.00\|110.00\|102.32\|40774;2026-03-27\|102.07\|-0.95\|104.70\|104.70\|100.10\|32427;2026-03-30\|100.99\|-1.06\|100.00\|103.22\|99.00\|39710;2026-03-31\|94.69\|-6.24\|102.49\|102.49\|93.69\|60882;2026-04-01\|104.16\|10.00\|98.00\|104.16\|96.70\|44753;2026-04-02\|106.92\|2.65\|105.90\|110.38\|104.40\|103335;2026-04-03\|102.69\|-3.96\|106.38\|107.98\|99.50\|77782;2026-04-07\|99.46\|-3.15\|104.74\|104.98\|97.93\|44642;2026-04-08\|109.41\|10.00\|103.70\|109.41\|100.10\|54337;2026-04-09\|111.06\|1.51\|109.41\|116.30\|106.71\|77520;2026-04-10\|114.50\|3.10\|113.05\|117.50\|110.00\|67262;2026-04-13\|113.56\|-0.82\|111.50\|115.62\|111.50\|43438;2026-04-14\|115.10\|1.36\|115.00\|117.22\|112.00\|56830;2026-04-15\|126.61\|10.00\|115.00\|126.61\|115.00\|56828;2026-04-16\|131.59\|3.93\|127.00\|133.63\|127.00\|86689;2026-04-17\|129.91\|-1.28\|130.85\|133.00\|124.70\|58431;2026-04-20\|128.18\|-1.33\|129.99\|132.50\|127.50\|50574;2026-04-21\|126.32\|-1.45\|127.00\|127.94\|124.50\|34135;2026-04-22\|130.97\|3.68\|125.86\|132.00\|125.80\|38473;2026-04-23\|128.90\|-1.58\|132.00\|133.24\|126.26\|32813;2026-04-24\|129.35\|0.35\|129.90\|134.09\|127.53\|33138;2026-04-27\|142.29\|10.00\|129.55\|142.29\|129.39\|36664;2026-04-28\|156.52\|10.00\|148.00\|156.52\|147.00\|88342;2026-04-29\|153.52\|-1.92\|158.00\|162.00\|150.03\|105798;2026-04-30\|150.05\|-2.26\|153.52\|155.49\|146.30\|55412;2026-05-06\|148.02\|-1.35\|150.00\|150.50\|144.67\|56418;2026-05-07\|151.00\|2.01\|146.57\|151.98\|146.03\|52367;2026-05-08\|166.10\|10.00\|150.23\|166.10\|150.13\|30361;2026-05-11\|168.18\|1.25\|172.58\|175.00\|163.16\|72012;2026-05-12\|158.61\|-5.69\|169.85\|170.21\|157.00\|51784;2026-05-13\|161.87\|2.06\|157.82\|162.88\|154.00\|46692;2026-05-14\|156.00\|-3.63\|164.00\|165.00\|155.81\|44421;2026-05-15\|154.21\|-1.15\|153.08\|158.00\|149.13\|35896;2026-05-18\|153.40\|-0.53\|154.28\|160.90\|150.70\|35129;2026-05-19\|150.00\|-2.22\|152.64\|153.00\|147.28\|35631;2026-05-20\|149.01\|-0.66\|150.00\|154.49\|147.28\|35398;2026-05-21\|101.47\|-4.51\|108.28\|110.50\|101.47\|48548;2026-05-22\|105.97\|4.43\|101.90\|107.00\|101.64\|52725;2026-05-25\|110.40\|4.18\|107.99\|110.44\|104.03\|50811;2026-05-26\|108.32\|-1.88\|111.00\|111.59\|107.35\|47667;2026-05-27\|119.15\|10.00\|108.32\|119.15\|107.39\|65214;2026-05-28\|120.25\|0.92\|119.15\|122.50\|114.44\|81791;2026-05-29\|118.68\|-1.31\|119.75\|123.90\|117.18\|57488;2026-06-01\|106.81\|-10.00\|118.89\|118.89\|106.81\|67289;2026-06-02\|107.07\|0.24\|108.83\|108.83\|103.00\|43079;2026-06-03\|110.35\|3.06\|105.95\|111.85\|104.20\|38992;2026-06-04\|113.66\|3.00\|108.64\|113.66\|108.30\|36876;2026-06-05\|109.25\|-3.88\|113.00\|114.88\|108.00\|43774;2026-06-08\|104.50\|-4.35\|100.00\|108.36\|100.00\|42214;2026-06-09\|105.76\|1.21\|107.00\|107.50\|104.10\|25011;2026-06-10\|106.27\|0.48\|104.50\|112.56\|104.00\|31989;2026-06-11\|105.87\|-0.38\|106.00\|108.08\|103.58\|26929;2026-06-12\|107.78\|1.80\|107.46\|113.82\|107.00\|44263;2026-06-15\|118.56\|10.00\|108.99\|118.56\|108.00\|60099;2026-06-16\|130.42\|10.00\|119.75\|130.42\|119.75\|79592;2026-06-17\|133.20\|2.13\|133.03\|135.60\|128.00\|77549;2026-06-18\|138.51\|3.99\|133.50\|140.80\|133.50\|46232;2026-06-22\|140.25\|1.26\|135.50\|142.25\|135.50\|42218;2026-06-23\|135.09\|-3.68\|138.00\|141.00\|134.10\|44386;2026-06-24\|135.06\|-0.02\|134.90\|137.88\|131.00\|48306;2026-06-25\|138.64\|2.65\|135.10\|139.64\|133.63\|46172;2026-06-26\|137.77\|-0.63\|136.98\|141.90\|134.55\|51832;2026-06-29\|138.14\|0.27\|136.83\|143.84\|132.00\|55527;2026-06-30\|145.00\|4.97\|138.14\|146.15\|137.00\|51028;2026-07-01\|159.50\|10.00\|145.00\|159.50\|143.01\|34845;2026-07-02\|143.55\|-10.00\|160.00\|160.00\|143.55\|91413;2026-07-03\|135.66\|-5.50\|135.82\|140.83\|134.00\|54901;2026-07-06\|130.72\|-3.64\|136.00\|136.99\|129.00\|48342;2026-07-07\|123.25\|-5.71\|130.74\|132.99\|121.50\|46291;2026-07-08\|123.42\|0.14\|123.50\|128.00\|120.33\|42450;2026-07-09\|119.60\|-3.10\|121.31\|124.60\|118.20\|30864
118570	国常会要求加快超大规模智算集群建设	人形机器人+算力租赁+工业软件行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年4月8日投资者关系活动记录表，宝信在机器人领域布局已久，过去以提供解决方案为主，2023 年底增资控股图灵机器人后，形成了产品、工程、服务完整体系，覆盖工业、协作及人形机器人，人形机器人样机已公开亮相。业务从钢铁、3C等向矿山、有色等行业拓展，并开放机器人全生命周期管理平台赋能用户。机器人是公司“1+X”产业布局中发展业务之一。 2、据2026年4月8日投资者关系活动记录表，宝信软件是国内较早布局数据中心与算力中心的第三方服务商，目前已在全国十余地布局，仍有充足空间支撑增长。核心布局为上海罗泾与张家口宣化两大基地。公司将从传统 IDC 向 AIDC 升级，未来重点深挖马鞍山、南京、武汉等地存量资源，同时加快建设算力中心，结合工业大模型与 AI 应用，打造“数据中心+算力中心+算力服务”体系。 3、据2025年年报，强化工业智能系统架构顶层设计，践行“AI+制造”战略；持续迭代优化垂类模型，打造以转炉、高炉为代表的标杆性领域大模型，推动规模化应用落地；打造AI时代数据底座，建设钢铁垂类数据集；基于边缘数据，探索发展数据增值服务，帮助制造企业挖掘数据价值，提供从数据采集、治理到分析与决策支持的全套服务。	中国领先的工业软件行业应用解决方案和服务提供商；公司具备新一代信息基础设施服务全生命周期管理与服务能力，依托“东数西算”产业政策，围绕国家算力枢纽节点、重点区域、重点客户的需求，进行算力和云计算节点的布局建设，为用户提供融合高品质数据中心、云计算、网络安全等服务的信息基础设施综合解决方案	2026-03-02\|23.80\|-1.57\|23.71\|24.28\|23.51\|307723;2026-03-03\|22.40\|-5.88\|23.76\|23.88\|22.32\|335809;2026-03-04\|22.45\|0.22\|22.21\|22.90\|22.13\|176679;2026-03-05\|22.62\|0.76\|22.80\|23.29\|22.53\|161746;2026-03-06\|23.10\|2.12\|22.57\|23.20\|22.48\|178783;2026-03-09\|24.02\|3.98\|22.90\|24.18\|22.75\|390156;2026-03-10\|24.11\|0.37\|24.22\|24.63\|23.87\|303135;2026-03-11\|24.00\|-0.46\|24.09\|24.18\|23.90\|196359;2026-03-12\|23.80\|-0.83\|23.91\|24.20\|23.73\|166936;2026-03-13\|22.70\|-4.62\|23.66\|23.66\|22.63\|288084;2026-03-16\|22.39\|-1.37\|22.71\|22.76\|22.25\|176081;2026-03-17\|21.68\|-3.17\|22.52\|22.59\|21.68\|221632;2026-03-18\|23.13\|6.69\|21.71\|23.28\|21.71\|361292;2026-03-19\|22.63\|-2.16\|22.80\|23.10\|22.53\|219265;2026-03-20\|21.69\|-4.15\|22.65\|22.74\|21.69\|245156;2026-03-23\|20.55\|-5.26\|21.19\|21.40\|20.45\|226009;2026-03-24\|20.69\|0.68\|20.86\|20.98\|20.34\|149770;2026-03-25\|21.59\|4.35\|20.80\|21.80\|20.80\|230090;2026-03-26\|21.14\|-2.08\|21.50\|21.63\|21.06\|119125;2026-03-27\|22.10\|4.54\|20.94\|22.44\|20.82\|241163;2026-03-30\|23.81\|7.74\|21.71\|24.13\|21.65\|519538;2026-03-31\|23.00\|-3.40\|23.82\|23.82\|22.98\|264998;2026-04-01\|23.18\|0.78\|23.43\|23.48\|23.05\|153042;2026-04-02\|22.78\|-1.73\|23.05\|23.13\|22.70\|134360;2026-04-03\|22.49\|-1.27\|22.85\|22.99\|22.25\|159492;2026-04-07\|21.79\|-3.11\|22.50\|22.59\|21.71\|188382;2026-04-08\|22.97\|5.42\|22.23\|23.04\|22.23\|240545;2026-04-09\|22.74\|-1.00\|22.68\|22.98\|22.44\|155297;2026-04-10\|22.42\|-1.41\|22.97\|22.98\|22.41\|159836;2026-04-13\|22.44\|0.09\|22.20\|22.78\|22.10\|152931;2026-04-14\|22.78\|1.52\|22.68\|23.15\|22.58\|206468;2026-04-15\|22.45\|-1.45\|22.95\|23.01\|22.39\|120957;2026-04-16\|23.45\|4.45\|22.58\|23.65\|22.50\|367699;2026-04-17\|22.92\|-2.26\|23.32\|23.55\|22.88\|173185;2026-04-20\|22.82\|-0.44\|22.83\|23.16\|22.70\|153178;2026-04-21\|22.32\|-2.19\|22.70\|22.75\|21.98\|204115;2026-04-22\|23.15\|3.72\|22.20\|23.27\|22.07\|303480;2026-04-23\|23.27\|0.52\|23.00\|23.60\|23.00\|277368;2026-04-24\|23.06\|-0.90\|23.10\|23.27\|22.57\|184726;2026-04-27\|22.62\|-1.91\|22.90\|23.22\|22.53\|173612;2026-04-28\|22.70\|0.35\|22.55\|23.15\|22.40\|174629;2026-04-29\|22.84\|0.62\|22.60\|23.17\|22.54\|161513;2026-04-30\|22.68\|-0.70\|22.88\|23.03\|22.51\|148170;2026-05-06\|24.00\|5.82\|22.85\|24.17\|22.85\|541780;2026-05-07\|23.98\|-0.08\|24.10\|24.15\|23.77\|228342;2026-05-08\|24.34\|1.50\|24.00\|24.59\|23.70\|361321;2026-05-11\|24.22\|-0.49\|24.61\|24.77\|24.10\|272644;2026-05-12\|23.69\|-2.19\|24.14\|24.14\|23.50\|227125;2026-05-13\|24.18\|2.07\|23.52\|24.49\|23.28\|356681;2026-05-14\|23.72\|-1.90\|24.56\|24.84\|23.72\|261632;2026-05-15\|23.14\|-1.49\|23.70\|23.93\|23.00\|263627;2026-05-18\|23.73\|2.55\|23.19\|24.08\|23.19\|276365;2026-05-19\|24.22\|2.06\|23.68\|24.47\|23.60\|318434;2026-05-20\|23.91\|-1.28\|24.22\|25.00\|23.88\|354023;2026-05-21\|22.55\|-5.69\|23.97\|24.46\|22.51\|424272;2026-05-22\|22.84\|1.29\|22.71\|23.04\|22.18\|282974;2026-05-25\|22.01\|-3.63\|22.85\|22.92\|21.81\|359565;2026-05-26\|21.16\|-3.86\|21.82\|21.82\|20.85\|314005;2026-05-27\|20.83\|-1.56\|21.02\|21.15\|20.68\|177300;2026-05-28\|20.96\|0.62\|20.80\|21.08\|20.41\|178179;2026-05-29\|20.15\|-3.86\|20.97\|21.15\|20.15\|209553;2026-06-01\|20.46\|1.54\|20.18\|20.70\|20.18\|154523;2026-06-02\|20.84\|1.86\|20.60\|20.88\|20.21\|167438;2026-06-03\|20.26\|-2.78\|20.61\|20.80\|20.00\|221651;2026-06-04\|19.31\|-4.69\|20.02\|20.11\|19.24\|258177;2026-06-05\|19.32\|0.05\|19.31\|19.49\|18.99\|141588;2026-06-08\|18.80\|-2.69\|18.95\|19.20\|18.75\|135335;2026-06-09\|18.95\|0.80\|18.88\|19.27\|18.63\|148580;2026-06-10\|19.01\|0.32\|19.02\|19.24\|18.96\|113901;2026-06-11\|17.91\|-5.79\|18.84\|18.95\|17.86\|215249;2026-06-12\|17.93\|0.11\|18.12\|18.23\|17.73\|221096;2026-06-15\|18.19\|1.45\|18.00\|18.25\|17.96\|155385;2026-06-16\|18.16\|-0.16\|18.10\|18.33\|17.85\|141132;2026-06-17\|17.72\|-2.42\|18.14\|18.14\|17.49\|206940;2026-06-18\|17.90\|1.02\|17.62\|18.20\|17.45\|176999;2026-06-22\|18.07\|0.95\|17.80\|18.08\|17.29\|200943;2026-06-23\|17.58\|-2.71\|17.98\|18.20\|17.53\|161685;2026-06-24\|17.31\|-1.54\|17.60\|17.60\|17.14\|166486;2026-06-25\|17.08\|-1.33\|17.26\|17.42\|16.94\|163012;2026-06-26\|16.36\|-4.22\|17.06\|17.06\|16.32\|190716;2026-06-29\|16.45\|0.55\|16.32\|16.59\|15.99\|172619;2026-06-30\|16.63\|1.09\|16.46\|16.77\|16.36\|155959;2026-07-01\|18.29\|9.98\|17.38\|18.29\|17.38\|197407;2026-07-02\|18.11\|-0.98\|18.99\|19.20\|18.11\|523199;2026-07-03\|18.25\|0.77\|18.11\|18.70\|18.05\|281840;2026-07-06\|18.18\|-0.38\|18.08\|18.35\|17.77\|216169;2026-07-07\|18.33\|0.83\|18.20\|18.73\|18.05\|258528;2026-07-08\|19.40\|5.84\|18.25\|19.50\|18.20\|431597;2026-07-09\|19.93\|2.73\|19.25\|20.36\|18.66\|304785
118569	国常会要求加快超大规模智算集群建设	控股权划转+无线通信模组+AI模组+一季度扭亏 1、据2026年7月1日公告，公司实际控制人珠海市国资委将控股股东九发控股持有的16.67%股权无偿划转至科创海科，控股股东拟变更为科创海科，实际控制人仍为珠海市国资委。 2、据2026年4月23日年报，公司深耕无线通信模组超24年，产品涵盖5G、5G Redcap、AI算力模组等全制式，2025年模组出货量创历史新高，并积极布局端侧AI应用领域。 3、据2026年4月28日公告的2026年一季报，公司一季度实现营收6.70亿元，同比增长9.41%，归母净利润985.97万元，同比实现扭亏为盈。	公司高算力AI模组SIM9650L已实测跑通DeepSeek R1模型，控股股东拟变更为科创海科	2026-03-02\|9.32\|-5.76\|9.65\|9.79\|9.32\|125626;2026-03-03\|9.05\|-2.90\|9.35\|9.51\|9.03\|94992;2026-03-04\|9.11\|0.66\|8.95\|9.40\|8.87\|128992;2026-03-05\|9.32\|2.31\|9.40\|9.52\|9.15\|120214;2026-03-06\|9.36\|0.43\|9.30\|9.40\|9.25\|49471;2026-03-09\|9.33\|-0.32\|9.18\|9.37\|9.11\|59426;2026-03-10\|9.54\|2.25\|9.40\|9.56\|9.37\|59990;2026-03-11\|9.50\|-0.42\|9.56\|9.66\|9.44\|60159;2026-03-12\|9.30\|-2.11\|9.49\|9.50\|9.29\|53313;2026-03-13\|9.18\|-1.29\|9.25\|9.35\|9.15\|36147;2026-03-16\|9.21\|0.33\|9.18\|9.28\|9.13\|36737;2026-03-17\|8.98\|-2.50\|9.26\|9.30\|8.98\|44756;2026-03-18\|9.19\|2.34\|9.07\|9.20\|8.90\|51404;2026-03-19\|8.96\|-2.50\|9.07\|9.15\|8.93\|48981;2026-03-20\|8.65\|-3.46\|9.12\|9.13\|8.64\|71981;2026-03-23\|8.19\|-5.32\|8.50\|8.59\|8.15\|70161;2026-03-24\|8.59\|4.88\|8.34\|8.61\|8.21\|61206;2026-03-25\|8.82\|2.68\|8.60\|8.93\|8.60\|59388;2026-03-26\|8.63\|-2.15\|8.80\|8.96\|8.58\|51685;2026-03-27\|8.69\|0.70\|8.52\|8.76\|8.50\|32956;2026-03-30\|8.91\|2.53\|8.61\|8.95\|8.60\|59663;2026-03-31\|8.70\|-2.36\|8.91\|8.96\|8.68\|42247;2026-04-01\|8.70\|0.00\|8.85\|8.90\|8.60\|52127;2026-04-02\|8.45\|-2.87\|8.63\|8.70\|8.40\|45992;2026-04-03\|8.40\|-0.59\|8.55\|8.63\|8.35\|70745;2026-04-07\|8.42\|0.24\|8.40\|8.47\|8.31\|42090;2026-04-08\|8.79\|4.39\|8.59\|8.79\|8.54\|51099;2026-04-09\|8.73\|-0.68\|8.73\|8.85\|8.63\|50772;2026-04-10\|8.66\|-0.80\|8.72\|8.84\|8.63\|44788;2026-04-13\|8.68\|0.23\|8.59\|8.71\|8.51\|32157;2026-04-14\|8.53\|-1.73\|8.70\|8.77\|8.49\|59119;2026-04-15\|8.32\|-2.46\|8.52\|8.58\|8.30\|53087;2026-04-16\|8.55\|2.76\|8.38\|8.60\|8.26\|73981;2026-04-17\|8.45\|-1.17\|8.56\|8.57\|8.36\|47616;2026-04-20\|8.61\|1.89\|8.46\|8.67\|8.43\|53657;2026-04-21\|8.44\|-1.97\|8.57\|8.58\|8.32\|59880;2026-04-22\|8.48\|0.47\|8.37\|8.52\|8.34\|51557;2026-04-23\|8.76\|3.30\|8.56\|9.33\|8.52\|251177;2026-04-24\|9.64\|10.05\|8.91\|9.64\|8.91\|243010;2026-04-27\|9.20\|-4.56\|9.64\|9.73\|9.06\|426868;2026-04-28\|10.12\|10.00\|9.41\|10.12\|9.38\|354741;2026-04-29\|9.98\|-1.38\|10.08\|10.49\|9.74\|553997;2026-04-30\|9.61\|-3.71\|9.68\|9.80\|9.39\|327097;2026-05-06\|10.09\|4.99\|9.70\|10.54\|9.70\|401366;2026-05-07\|10.20\|1.09\|10.00\|10.24\|9.87\|307542;2026-05-08\|10.18\|-0.20\|10.05\|10.30\|9.86\|274198;2026-05-11\|10.21\|0.29\|10.24\|10.30\|10.05\|214276;2026-05-12\|10.03\|-1.76\|10.00\|10.21\|9.96\|187379;2026-05-13\|10.17\|1.40\|9.93\|10.34\|9.91\|151510;2026-05-14\|10.14\|-0.29\|10.25\|10.50\|10.11\|189121;2026-05-15\|9.95\|-1.87\|10.08\|10.20\|9.86\|159625;2026-05-18\|10.17\|2.21\|9.88\|10.20\|9.81\|159016;2026-05-19\|10.27\|0.98\|10.15\|10.30\|10.02\|140911;2026-05-20\|10.04\|-2.24\|10.26\|10.26\|9.98\|95192;2026-05-21\|9.64\|-3.98\|10.11\|10.14\|9.61\|126240;2026-05-22\|9.91\|2.80\|9.80\|9.98\|9.59\|93153;2026-05-25\|9.80\|-1.11\|9.92\|9.97\|9.68\|81442;2026-05-26\|9.48\|-3.27\|9.80\|9.80\|9.32\|102076;2026-05-27\|9.41\|-0.74\|9.41\|9.69\|9.30\|79539;2026-05-28\|9.39\|-0.21\|9.30\|9.54\|9.11\|109578;2026-05-29\|8.93\|-4.90\|9.35\|9.55\|8.87\|114056;2026-06-01\|9.13\|2.24\|8.86\|9.25\|8.81\|85556;2026-06-02\|9.11\|-0.22\|9.24\|9.24\|8.85\|71256;2026-06-03\|9.06\|-0.55\|9.09\|9.27\|8.96\|87146;2026-06-04\|8.79\|-2.98\|9.00\|9.11\|8.72\|78624;2026-06-05\|9.06\|3.07\|8.75\|9.18\|8.68\|105256;2026-06-08\|8.65\|-4.53\|8.84\|9.10\|8.50\|93242;2026-06-09\|8.79\|1.62\|8.73\|8.88\|8.60\|80229;2026-06-10\|8.42\|-4.21\|8.67\|8.78\|8.24\|81396;2026-06-11\|8.21\|-2.49\|8.27\|8.43\|8.08\|72972;2026-06-12\|8.15\|-0.73\|8.26\|8.41\|8.09\|72397;2026-06-15\|8.17\|0.25\|8.24\|8.34\|8.11\|67050;2026-06-16\|8.44\|3.30\|8.13\|8.44\|7.86\|108414;2026-06-17\|8.22\|-2.61\|8.29\|8.45\|8.12\|88594;2026-06-18\|8.00\|-2.68\|8.22\|8.22\|7.90\|80910;2026-06-22\|7.97\|-0.38\|7.92\|8.02\|7.66\|79546;2026-06-23\|8.14\|2.13\|8.00\|8.25\|7.98\|88255;2026-06-24\|7.88\|-3.19\|8.09\|8.11\|7.61\|86641;2026-06-25\|7.66\|-2.79\|7.88\|7.96\|7.54\|81815;2026-06-26\|7.40\|-3.39\|7.55\|7.65\|7.30\|70373;2026-06-29\|7.22\|-2.43\|7.33\|7.35\|7.03\|82139;2026-06-30\|7.32\|1.39\|7.22\|7.44\|7.17\|74521;2026-07-01\|8.05\|9.97\|7.95\|8.05\|7.80\|53759;2026-07-02\|7.65\|-4.97\|7.95\|7.95\|7.56\|220387;2026-07-03\|8.12\|6.14\|7.59\|8.40\|7.58\|287233;2026-07-06\|7.77\|-4.31\|7.91\|8.12\|7.59\|185182;2026-07-07\|7.54\|-2.96\|7.67\|7.82\|7.49\|93661;2026-07-08\|7.68\|1.86\|7.54\|7.75\|7.47\|109126;2026-07-09\|7.54\|-1.82\|7.60\|7.84\|7.47\|72327
118568	国常会要求加快超大规模智算集群建设	涨停揭秘：腾讯云、阿里百炼云等算力产品密集涨价；公司五象云谷智能算力持续布局，曲尺平台升级部署DeepSeek-R1满血版，强化AI训练服务能力；涨停缘由：国产大模型迭代加速催生算力需求；公司与阿里、百度等深度合作构建算力生态；曲尺平台R1版本上线提升商业变现能力；资金逻辑：连续多日涨停且4月30日封单稳固，资金聚焦具备真实AI算力交付能力的稀缺标的；风险提示：算力服务市场竞争激烈，价格战风险上升；曲尺平台商业化进度存在不确定性	投资建设五象云谷AI智算产业园——9.2万m²产业孵化空间，目前已吸引道客、智平方、云知声等30余家AI头部企业入驻	2026-03-02\|47.85\|-2.82\|48.01\|48.49\|47.21\|107780;2026-03-03\|49.75\|3.97\|48.40\|52.64\|48.36\|444217;2026-03-04\|50.30\|1.11\|49.00\|51.00\|48.62\|325788;2026-03-05\|49.68\|-1.23\|51.00\|51.50\|48.53\|250489;2026-03-06\|50.39\|1.43\|49.46\|50.88\|48.71\|194164;2026-03-09\|53.08\|5.34\|49.00\|53.22\|47.70\|284719;2026-03-10\|52.89\|-0.36\|53.50\|54.10\|51.81\|232830;2026-03-11\|52.05\|-1.59\|51.98\|53.15\|51.80\|143827;2026-03-12\|54.19\|4.11\|53.00\|54.55\|52.50\|267949;2026-03-13\|50.20\|-7.36\|52.51\|53.20\|49.86\|197576;2026-03-16\|50.42\|0.44\|50.00\|51.20\|47.54\|165959;2026-03-17\|48.50\|-3.81\|50.05\|50.98\|48.50\|102159;2026-03-18\|51.36\|5.90\|48.51\|52.00\|48.51\|168770;2026-03-19\|51.86\|0.97\|50.08\|53.85\|50.00\|218790;2026-03-20\|49.63\|-4.30\|51.71\|52.77\|49.50\|184202;2026-03-23\|46.38\|-6.55\|48.50\|49.30\|46.00\|134138;2026-03-24\|48.26\|4.05\|47.50\|49.18\|45.02\|147697;2026-03-25\|50.55\|4.75\|48.83\|51.78\|48.83\|166565;2026-03-26\|47.91\|-5.22\|50.62\|50.90\|47.79\|122633;2026-03-27\|48.25\|0.71\|47.08\|49.27\|46.54\|91768;2026-03-30\|50.66\|4.99\|47.21\|50.96\|45.80\|168407;2026-03-31\|48.47\|-4.32\|50.35\|50.48\|48.47\|88958;2026-04-01\|49.84\|2.83\|49.86\|51.22\|49.53\|124051;2026-04-02\|46.75\|-6.20\|50.11\|50.30\|46.38\|161250;2026-04-03\|47.21\|0.98\|47.64\|48.53\|46.10\|118690;2026-04-07\|47.42\|0.44\|47.20\|49.49\|46.86\|124829;2026-04-08\|52.16\|10.00\|48.72\|52.16\|48.71\|252513;2026-04-09\|53.64\|2.84\|53.93\|55.03\|53.20\|340840;2026-04-10\|51.80\|-3.43\|53.70\|53.90\|51.71\|163885;2026-04-13\|56.98\|10.00\|51.75\|56.98\|51.15\|184678;2026-04-14\|59.82\|4.98\|59.00\|61.87\|58.00\|365219;2026-04-15\|59.35\|-0.79\|59.00\|60.50\|58.70\|199726;2026-04-16\|65.29\|10.01\|59.01\|65.29\|58.99\|283232;2026-04-17\|61.34\|-6.05\|64.50\|64.64\|61.28\|270757;2026-04-20\|59.16\|-3.55\|60.24\|61.50\|58.68\|204731;2026-04-21\|55.67\|-5.90\|59.31\|59.60\|54.55\|229384;2026-04-22\|56.65\|1.76\|55.48\|57.00\|54.45\|208741;2026-04-23\|57.12\|0.83\|56.32\|59.98\|56.00\|201252;2026-04-24\|56.77\|-0.61\|57.14\|57.47\|55.02\|150017;2026-04-27\|55.35\|-2.50\|56.78\|57.83\|55.29\|137815;2026-04-28\|54.98\|-0.67\|55.35\|55.90\|54.13\|107950;2026-04-29\|54.25\|-1.33\|54.40\|56.00\|53.77\|125553;2026-04-30\|59.68\|10.01\|56.18\|59.68\|55.66\|301980;2026-05-06\|64.65\|8.33\|64.30\|65.44\|62.21\|286818;2026-05-07\|71.12\|10.01\|70.00\|71.12\|68.70\|64225;2026-05-08\|78.23\|10.00\|78.23\|78.23\|75.88\|212964;2026-05-11\|77.65\|-0.74\|78.99\|80.27\|74.30\|524258;2026-05-12\|79.80\|2.77\|77.40\|81.50\|75.88\|362258;2026-05-13\|87.78\|10.00\|80.00\|87.78\|78.65\|282181;2026-05-14\|86.90\|-1.00\|96.56\|96.56\|86.08\|556624;2026-05-15\|92.99\|7.01\|88.14\|95.59\|87.00\|575428;2026-05-18\|95.99\|3.23\|98.00\|99.89\|92.23\|482771;2026-05-19\|97.78\|1.86\|92.20\|100.09\|91.33\|410024;2026-05-20\|88.00\|-10.00\|95.78\|98.66\|88.00\|482081;2026-05-21\|80.84\|-8.14\|87.52\|89.21\|80.38\|431855;2026-05-22\|84.33\|4.32\|82.80\|85.20\|80.50\|322165;2026-05-25\|89.20\|5.77\|88.00\|91.69\|81.75\|449723;2026-05-26\|85.09\|-4.61\|89.10\|92.75\|85.00\|371282;2026-05-27\|77.81\|-8.56\|84.54\|84.96\|77.20\|379461;2026-05-28\|76.12\|-2.17\|79.00\|80.50\|74.66\|258720;2026-05-29\|73.20\|-3.84\|78.00\|79.44\|72.00\|252652;2026-06-01\|70.50\|-3.69\|71.81\|74.70\|69.50\|233885;2026-06-02\|69.30\|-1.70\|70.50\|72.22\|68.26\|193100;2026-06-03\|68.38\|-1.33\|68.82\|70.48\|67.00\|248370;2026-06-04\|67.22\|-1.70\|67.50\|68.00\|65.31\|242625;2026-06-05\|66.93\|-0.43\|67.00\|69.00\|64.77\|223419;2026-06-08\|62.33\|-6.87\|64.03\|65.92\|61.38\|204139;2026-06-09\|62.06\|-0.43\|64.00\|64.50\|60.16\|169236;2026-06-10\|60.35\|-2.76\|62.10\|63.30\|59.74\|185204;2026-06-11\|58.27\|-3.45\|59.89\|59.99\|57.75\|166885;2026-06-12\|58.63\|0.62\|59.12\|61.19\|58.13\|179558;2026-06-15\|61.41\|4.74\|60.88\|62.17\|60.28\|169446;2026-06-16\|61.10\|-0.50\|62.63\|62.67\|60.05\|154122;2026-06-17\|61.60\|0.82\|60.62\|62.99\|60.14\|184045;2026-06-18\|62.18\|0.94\|62.57\|64.20\|61.70\|244789;2026-06-22\|63.85\|2.69\|62.22\|64.95\|61.30\|315725;2026-06-23\|61.52\|-3.65\|62.71\|64.97\|61.00\|212095;2026-06-24\|65.10\|5.82\|61.52\|65.73\|59.60\|317820;2026-06-25\|69.40\|6.61\|65.58\|71.00\|63.78\|442335;2026-06-26\|62.90\|-9.37\|67.36\|69.58\|62.46\|311484;2026-06-29\|60.80\|-3.34\|62.23\|65.24\|60.23\|214660;2026-06-30\|66.88\|10.00\|61.45\|66.88\|60.20\|170525;2026-07-01\|73.57\|10.00\|68.74\|73.57\|68.03\|410477;2026-07-02\|69.65\|-5.33\|71.99\|74.23\|69.35\|362437;2026-07-03\|68.99\|-0.95\|69.65\|72.00\|68.78\|226886;2026-07-06\|63.75\|-7.60\|68.99\|69.99\|63.44\|217366;2026-07-07\|59.63\|-6.46\|64.30\|64.37\|58.88\|170822;2026-07-08\|58.14\|-2.50\|59.63\|60.76\|56.49\|165349;2026-07-09\|57.49\|-1.12\|59.61\|61.20\|56.67\|112408
118567	国常会要求加快超大规模智算集群建设	交换机+CPO+算力+福建国资行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成5亿美元股权合作，康宁将新建三家美国工厂，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，G.657.A2光纤价格一年飙涨650%，量价齐升验证高景气。公司原因： 1、据2026年3月28日年报，公司发布51.2T CPO交换机商用互联方案及800G/1.6T光模块，已获头部互联网客户采购，数据中心交换机2025年三季度在中国互联网行业市占率第二。 2、据2026年3月28日年报，公司战略聚焦“ICT基础设施+AI应用”，2026年将全面提速海外市场拓展，依托AI技术优势参与国际化竞争。 3、据2025年年度报告，公司最终控制人为福建省国资委，属地方国企。	国内领先的ICT应用方案提供商；控股子公司锐捷网络是国内少数几家具备高端数据中心交换机研发能力的企业，推出了应用CPO技术的数据中心交换机	2026-03-02\|30.40\|-2.25\|30.62\|31.43\|30.30\|203038;2026-03-03\|28.55\|-6.09\|30.47\|30.53\|28.45\|180848;2026-03-04\|28.67\|0.42\|28.10\|29.26\|28.10\|130375;2026-03-05\|29.75\|3.77\|29.26\|30.46\|28.85\|174025;2026-03-06\|29.77\|0.07\|29.50\|30.05\|29.21\|118538;2026-03-09\|29.17\|-2.02\|29.24\|29.44\|27.16\|260651;2026-03-10\|30.72\|5.31\|29.48\|30.85\|29.48\|245392;2026-03-11\|32.07\|4.39\|30.92\|32.90\|30.71\|416862;2026-03-12\|32.22\|0.47\|32.04\|33.10\|31.75\|306620;2026-03-13\|30.54\|-5.21\|31.79\|31.91\|30.49\|222133;2026-03-16\|29.92\|-2.03\|30.48\|30.54\|29.16\|208104;2026-03-17\|27.87\|-6.85\|30.14\|30.20\|27.80\|280020;2026-03-18\|29.34\|5.27\|28.02\|29.46\|27.53\|270883;2026-03-19\|28.53\|-2.76\|28.80\|29.30\|28.33\|186328;2026-03-20\|27.85\|-2.38\|29.00\|29.46\|27.85\|223712;2026-03-23\|25.83\|-7.25\|26.85\|27.03\|25.60\|244022;2026-03-24\|26.48\|2.52\|26.32\|26.55\|25.40\|197398;2026-03-25\|27.61\|4.27\|26.81\|27.96\|26.81\|182942;2026-03-26\|26.86\|-2.72\|27.47\|27.67\|26.67\|109438;2026-03-27\|27.01\|0.56\|26.31\|27.53\|26.13\|133110;2026-03-30\|26.06\|-3.52\|26.01\|26.28\|24.74\|315152;2026-03-31\|25.48\|-2.23\|25.96\|26.25\|25.30\|172021;2026-04-01\|25.99\|2.00\|26.01\|26.35\|25.83\|180141;2026-04-02\|25.67\|-1.23\|25.93\|26.43\|25.43\|149727;2026-04-03\|25.91\|0.93\|25.88\|26.26\|25.64\|124569;2026-04-07\|26.26\|1.35\|26.00\|26.57\|25.73\|155896;2026-04-08\|27.60\|5.10\|26.91\|27.66\|26.72\|183336;2026-04-09\|27.94\|1.23\|27.18\|28.08\|27.09\|168788;2026-04-10\|27.85\|-0.32\|28.21\|28.53\|27.83\|176039;2026-04-13\|28.44\|2.12\|27.60\|28.80\|27.51\|153411;2026-04-14\|28.39\|-0.18\|28.54\|28.67\|28.05\|160836;2026-04-15\|28.13\|-0.92\|28.48\|28.78\|28.05\|135710;2026-04-16\|29.09\|3.41\|28.14\|29.20\|28.01\|172603;2026-04-17\|29.40\|1.07\|29.02\|29.95\|28.95\|149992;2026-04-20\|29.12\|-0.95\|29.40\|29.68\|28.95\|227926;2026-04-21\|26.91\|-7.59\|27.50\|27.70\|26.41\|378960;2026-04-22\|28.11\|4.46\|26.91\|28.66\|26.70\|281263;2026-04-23\|27.02\|-3.88\|28.01\|28.47\|26.92\|203631;2026-04-24\|27.41\|1.44\|27.00\|27.96\|25.71\|358600;2026-04-27\|27.28\|-0.47\|27.40\|28.40\|26.61\|262091;2026-04-28\|26.25\|-3.78\|27.07\|27.29\|26.09\|189476;2026-04-29\|26.57\|1.22\|26.02\|26.91\|26.02\|139614;2026-04-30\|26.50\|-0.26\|26.61\|26.83\|25.81\|174362;2026-05-06\|26.91\|1.55\|26.86\|27.72\|26.80\|272857;2026-05-07\|27.32\|1.52\|27.05\|27.54\|26.51\|178393;2026-05-08\|28.92\|5.86\|27.08\|29.84\|26.75\|436634;2026-05-11\|31.81\|9.99\|29.79\|31.81\|29.51\|649809;2026-05-12\|32.10\|0.91\|32.86\|33.70\|31.31\|711625;2026-05-13\|31.88\|-0.69\|31.84\|32.40\|31.28\|429489;2026-05-14\|31.25\|-1.98\|33.00\|33.14\|31.17\|383233;2026-05-15\|31.26\|0.03\|31.43\|32.82\|31.00\|362320;2026-05-18\|31.41\|0.48\|31.10\|32.22\|30.69\|239228;2026-05-19\|32.25\|2.67\|31.27\|32.36\|30.60\|334544;2026-05-20\|33.22\|3.01\|32.10\|33.45\|31.68\|392842;2026-05-21\|30.70\|-7.59\|33.34\|33.79\|30.59\|359464;2026-05-22\|31.68\|3.19\|31.11\|31.99\|30.60\|247599;2026-05-25\|23.90\|-1.24\|24.23\|24.31\|23.53\|293512;2026-05-26\|23.22\|-2.85\|23.70\|23.78\|22.78\|327266;2026-05-27\|23.55\|1.42\|23.17\|24.87\|22.46\|504755;2026-05-28\|24.72\|4.97\|23.56\|25.10\|23.05\|473322;2026-05-29\|22.69\|-8.21\|24.67\|24.88\|22.30\|449647;2026-06-01\|21.78\|-4.01\|22.61\|23.19\|21.75\|333023;2026-06-02\|22.68\|4.13\|21.90\|23.19\|21.59\|399499;2026-06-03\|22.35\|-1.46\|23.07\|23.66\|22.14\|420618;2026-06-04\|21.38\|-4.34\|21.91\|22.21\|21.20\|344309;2026-06-05\|21.32\|-0.28\|21.27\|22.53\|20.95\|379094;2026-06-08\|19.19\|-9.99\|20.60\|20.80\|19.19\|421496;2026-06-09\|19.25\|0.31\|19.68\|19.68\|18.88\|290510;2026-06-10\|18.79\|-2.39\|18.85\|19.49\|18.42\|282302;2026-06-11\|17.87\|-4.90\|18.61\|18.77\|17.75\|289710;2026-06-12\|17.55\|-1.79\|18.23\|18.38\|17.43\|300332;2026-06-15\|18.87\|7.52\|17.79\|19.04\|17.61\|353803;2026-06-16\|18.86\|-0.05\|18.94\|19.03\|18.55\|229197;2026-06-17\|19.83\|5.14\|18.66\|20.62\|18.65\|418117;2026-06-18\|19.94\|0.55\|19.79\|20.79\|19.71\|250384;2026-06-22\|20.02\|0.40\|19.91\|20.23\|19.03\|293606;2026-06-23\|19.09\|-4.65\|19.89\|19.96\|18.90\|280500;2026-06-24\|18.89\|-1.05\|19.09\|19.10\|18.50\|215024;2026-06-25\|18.70\|-1.01\|18.90\|19.26\|18.33\|216184;2026-06-26\|17.70\|-5.35\|18.52\|18.52\|17.49\|307059;2026-06-29\|17.43\|-1.53\|17.65\|17.83\|16.88\|228367;2026-06-30\|19.17\|9.98\|17.49\|19.17\|17.48\|213083;2026-07-01\|21.09\|10.02\|19.59\|21.09\|19.51\|418753;2026-07-02\|21.27\|0.85\|21.29\|22.25\|20.50\|842213;2026-07-03\|23.40\|10.01\|23.40\|23.40\|23.40\|78582;2026-07-06\|25.74\|10.00\|25.74\|25.74\|25.13\|449901;2026-07-07\|26.45\|2.76\|27.00\|28.30\|26.29\|1756529;2026-07-08\|29.10\|10.02\|27.66\|29.10\|26.90\|552698;2026-07-09\|27.69\|-4.85\|27.00\|28.59\|26.45\|927534
118566	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头，一季度净利润同比增长3.42%	2026-03-02\|465.80\|-1.29\|464.56\|471.31\|460.03\|82860;2026-03-03\|446.16\|-4.22\|465.99\|469.77\|446.08\|78933;2026-03-04\|448.80\|0.59\|443.22\|455.85\|443.00\|63470;2026-03-05\|466.28\|3.89\|456.80\|472.26\|454.97\|79818;2026-03-06\|465.38\|-0.19\|463.49\|471.36\|460.88\|45443;2026-03-09\|452.64\|-2.74\|448.00\|453.55\|435.50\|95094;2026-03-10\|457.00\|0.96\|459.00\|460.60\|452.56\|54389;2026-03-11\|461.99\|1.09\|456.93\|462.68\|450.06\|67935;2026-03-12\|457.99\|-0.87\|457.00\|462.00\|450.84\|67478;2026-03-13\|457.88\|-0.02\|450.00\|464.70\|449.10\|64469;2026-03-16\|454.71\|-0.69\|455.55\|457.80\|442.03\|73655;2026-03-17\|450.00\|-1.04\|456.01\|464.36\|449.00\|53996;2026-03-18\|462.45\|2.77\|453.70\|464.00\|451.50\|65998;2026-03-19\|461.63\|-0.18\|457.59\|465.19\|454.01\|51043;2026-03-20\|468.72\|1.54\|461.48\|474.02\|458.50\|81385;2026-03-23\|444.39\|-5.19\|461.50\|462.00\|443.00\|77369;2026-03-24\|444.00\|-0.09\|449.59\|453.45\|437.79\|47309;2026-03-25\|464.20\|4.55\|449.90\|467.60\|448.39\|87337;2026-03-26\|446.11\|-3.90\|459.56\|461.60\|445.70\|61011;2026-03-27\|452.98\|1.54\|439.50\|457.97\|434.50\|58054;2026-03-30\|468.84\|3.50\|444.11\|470.01\|442.12\|80806;2026-03-31\|447.00\|-4.66\|464.90\|466.99\|447.00\|69566;2026-04-01\|450.53\|0.79\|455.20\|461.24\|450.02\|63355;2026-04-02\|438.00\|-2.78\|450.59\|451.80\|435.22\|74915;2026-04-03\|426.45\|-2.64\|439.10\|440.60\|424.06\|66885;2026-04-07\|424.08\|-0.56\|425.06\|431.00\|422.25\|45824;2026-04-08\|463.98\|9.41\|437.00\|465.97\|437.00\|141948;2026-04-09\|472.84\|1.91\|461.00\|478.00\|458.01\|93029;2026-04-10\|476.89\|0.86\|475.00\|484.41\|475.00\|77583;2026-04-13\|472.50\|-0.92\|475.90\|480.50\|467.20\|65090;2026-04-14\|481.60\|1.93\|478.00\|492.00\|476.11\|74114;2026-04-15\|475.00\|-1.37\|483.06\|485.00\|473.99\|63951;2026-04-16\|473.56\|-0.30\|475.00\|477.88\|467.64\|63248;2026-04-17\|469.91\|-0.77\|470.00\|476.50\|464.80\|95465;2026-04-20\|471.23\|0.28\|447.00\|476.13\|445.00\|186837;2026-04-21\|450.36\|-4.43\|471.96\|472.00\|446.71\|160056;2026-04-22\|477.95\|6.13\|449.00\|478.00\|448.00\|174383;2026-04-23\|475.00\|-0.62\|478.00\|484.95\|470.58\|97353;2026-04-24\|472.70\|-0.48\|475.03\|485.22\|463.80\|129793;2026-04-27\|516.25\|9.21\|481.20\|519.90\|475.96\|204329;2026-04-28\|517.21\|0.19\|511.54\|537.25\|504.00\|138254;2026-04-29\|510.71\|-1.26\|510.22\|517.22\|502.20\|93026;2026-04-30\|536.99\|5.15\|519.18\|541.16\|507.09\|165926;2026-05-06\|545.35\|1.56\|555.00\|567.00\|545.00\|160278;2026-05-07\|552.14\|1.25\|555.00\|556.71\|535.00\|97222;2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|826.19\|2.98\|817.42\|838.00\|815.00\|79392
118565	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：航空工业集团存储芯片核心供应商，长鑫存储过会强化国产替代逻辑；涨停缘由：公司军用存储控制芯片已批量列装航空工业集团装备体系，长鑫存储过会标志国产存储产业化加速，军工领域对自主可控要求更高，公司有望优先受益于军用存储芯片国产替代进程；资金逻辑：军工电子与国产芯片双主线资金共振，6月9日游资席位合计买入超1.2亿元，龙虎榜显示三家一线游资联手介入；风险提示：公司2025年军品业务占比超85%，民用市场拓展缓慢；野战光通信装备订单受国防预算执行节奏影响较大	1、公司有军用存储控制芯片，已成为航空工业集团存储控制芯片供应商，具备本土化研发、快速响应及定制化服务优势； 2、公司主要军事训练装备品类和特种军事装备，主要产品包括野战光缆、光端机等野战光通信装备，以及信标机、手持终端等搜索器系列装备	2026-03-02\|123.38\|3.26\|124.00\|126.00\|121.11\|20959;2026-03-03\|122.80\|-0.47\|121.11\|124.98\|119.28\|16198;2026-03-04\|127.16\|3.55\|119.99\|128.80\|119.00\|27750;2026-03-05\|124.28\|-2.26\|124.00\|126.50\|124.00\|16152;2026-03-06\|124.49\|0.17\|124.28\|125.68\|124.20\|10750;2026-03-09\|121.78\|-2.18\|125.20\|125.59\|121.78\|12540;2026-03-10\|121.33\|-0.37\|120.00\|121.60\|119.51\|10285;2026-03-11\|119.63\|-1.40\|121.10\|121.50\|119.14\|8212;2026-03-12\|116.93\|-2.26\|120.04\|120.12\|116.50\|9574;2026-03-13\|115.47\|-1.25\|116.80\|117.58\|115.17\|6037;2026-03-16\|117.49\|1.75\|115.50\|118.17\|115.02\|5228;2026-03-17\|115.06\|-2.07\|117.62\|117.87\|115.00\|5915;2026-03-18\|114.80\|-0.23\|115.07\|115.94\|113.61\|4357;2026-03-19\|113.50\|-1.13\|114.00\|114.95\|113.00\|5405;2026-03-20\|112.50\|-0.88\|114.00\|114.06\|112.48\|3836;2026-03-23\|106.00\|-5.78\|114.00\|114.00\|105.00\|8483;2026-03-24\|109.60\|3.40\|112.54\|112.60\|107.02\|6062;2026-03-25\|115.34\|5.24\|109.60\|117.60\|109.00\|11062;2026-03-26\|113.84\|-1.30\|115.10\|115.90\|113.35\|6281;2026-03-27\|113.35\|-0.43\|112.83\|115.89\|111.86\|5874;2026-03-30\|114.73\|1.22\|113.35\|114.99\|112.30\|7854;2026-03-31\|113.43\|-1.13\|114.85\|115.51\|112.74\|7644;2026-04-01\|115.49\|1.82\|114.98\|115.62\|113.02\|7150;2026-04-02\|113.91\|-1.37\|114.99\|115.49\|113.12\|5995;2026-04-03\|111.18\|-2.40\|113.91\|114.47\|111.11\|4124;2026-04-07\|114.10\|2.63\|113.09\|115.87\|110.50\|8608;2026-04-08\|115.08\|0.86\|115.60\|115.90\|114.15\|8196;2026-04-09\|112.55\|-2.20\|115.08\|115.08\|111.70\|7107;2026-04-10\|115.92\|2.99\|114.00\|118.68\|112.54\|13102;2026-04-13\|115.49\|-0.37\|115.51\|116.51\|112.90\|7714;2026-04-14\|127.00\|9.97\|116.29\|127.00\|114.52\|28327;2026-04-15\|127.18\|0.14\|124.00\|130.00\|120.20\|35752;2026-04-16\|124.95\|-1.75\|127.21\|128.00\|122.81\|18061;2026-04-17\|126.52\|1.26\|124.01\|127.40\|123.50\|16775;2026-04-20\|128.26\|1.38\|127.34\|132.63\|124.36\|20924;2026-04-21\|126.97\|-1.01\|128.81\|129.58\|125.66\|11400;2026-04-22\|127.14\|0.13\|125.67\|128.48\|125.67\|8981;2026-04-23\|126.80\|-0.27\|126.56\|128.89\|125.42\|9260;2026-04-24\|133.50\|5.28\|126.11\|136.53\|126.11\|30517;2026-04-27\|127.79\|-4.28\|131.00\|132.00\|125.85\|22317;2026-04-28\|124.21\|-2.80\|127.79\|128.79\|123.68\|12886;2026-04-29\|128.40\|3.37\|124.00\|131.41\|123.88\|14617;2026-04-30\|130.81\|1.88\|128.33\|132.60\|128.33\|10222;2026-05-06\|132.46\|1.26\|131.18\|134.80\|130.85\|11119;2026-05-07\|133.87\|1.06\|132.44\|133.87\|126.70\|22636;2026-05-08\|136.29\|1.81\|132.54\|140.00\|131.15\|24114;2026-05-11\|133.88\|-1.77\|137.88\|140.73\|133.44\|21702;2026-05-12\|131.95\|-1.44\|133.18\|134.79\|129.79\|14223;2026-05-13\|130.05\|-1.44\|131.96\|132.56\|128.01\|13806;2026-05-14\|130.00\|-0.04\|130.33\|133.00\|126.28\|16162;2026-05-15\|130.48\|0.37\|128.97\|132.99\|127.12\|14295;2026-05-18\|126.50\|-3.05\|130.04\|130.90\|125.00\|16643;2026-05-19\|127.63\|0.89\|125.99\|127.89\|125.02\|10586;2026-05-20\|128.78\|0.90\|126.65\|131.18\|126.63\|12285;2026-05-21\|122.30\|-5.03\|128.60\|130.00\|122.00\|17028;2026-05-22\|124.05\|1.43\|122.31\|124.92\|120.63\|8051;2026-05-25\|124.39\|0.27\|125.00\|126.18\|122.10\|9844;2026-05-26\|118.42\|-4.80\|124.00\|124.29\|116.70\|13358;2026-05-27\|115.50\|-2.47\|118.42\|120.63\|114.20\|10731;2026-05-28\|114.21\|-1.12\|115.00\|116.48\|112.51\|7133;2026-05-29\|108.36\|-5.06\|114.74\|116.34\|107.93\|10911;2026-06-01\|108.00\|-0.33\|108.00\|109.99\|105.45\|7549;2026-06-02\|104.24\|-3.48\|108.01\|108.97\|104.17\|7842;2026-06-03\|107.44\|3.07\|104.24\|108.85\|104.24\|10081;2026-06-04\|103.20\|-3.95\|107.00\|107.00\|103.00\|9022;2026-06-05\|101.72\|-1.43\|102.62\|103.80\|100.37\|6192;2026-06-08\|97.10\|-4.54\|97.50\|100.80\|95.80\|7801;2026-06-09\|107.81\|11.03\|100.66\|109.90\|98.40\|15985;2026-06-10\|108.28\|0.44\|107.00\|111.08\|105.00\|12539;2026-06-11\|123.10\|13.69\|115.00\|129.39\|113.40\|31609;2026-06-12\|113.83\|-7.53\|119.10\|122.00\|111.00\|24345;2026-06-15\|111.62\|-1.94\|109.96\|113.00\|108.08\|13717;2026-06-16\|109.18\|-2.19\|111.46\|111.61\|107.42\|12808;2026-06-17\|105.50\|-3.37\|108.43\|108.53\|105.15\|11475;2026-06-18\|104.24\|-1.19\|104.61\|106.50\|102.80\|8389;2026-06-22\|104.10\|-0.13\|104.12\|105.81\|102.00\|8880;2026-06-23\|108.10\|3.84\|104.20\|110.88\|103.68\|13813;2026-06-24\|125.50\|16.10\|107.00\|128.09\|106.68\|38783;2026-06-25\|126.00\|0.40\|122.76\|130.82\|121.02\|34659;2026-06-26\|120.35\|-4.48\|125.29\|128.00\|116.00\|27363;2026-06-29\|120.70\|0.29\|122.65\|123.71\|116.81\|19966;2026-06-30\|132.35\|9.65\|120.81\|138.74\|120.70\|40550;2026-07-01\|145.56\|9.98\|132.03\|147.80\|129.60\|42305;2026-07-02\|137.90\|-5.26\|140.02\|146.29\|137.90\|25117;2026-07-03\|130.68\|-5.24\|137.75\|140.30\|130.00\|24286;2026-07-06\|129.60\|-0.83\|132.49\|138.08\|128.87\|21244;2026-07-07\|126.72\|-2.22\|129.61\|130.34\|122.18\|19298;2026-07-08\|128.95\|1.76\|125.09\|133.53\|125.09\|18486;2026-07-09\|128.80\|-0.12\|128.58\|131.30\|127.50\|9746
118564	美团发布基于国产算力训练的万亿参数大模型	存储芯片+封装测试+资产剥离行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月25日机构调研，公司控股子公司长兴半导体聚焦存储芯片封装测试，具备全栈式能力，其企业级DRAM产品已实现量产和批量交付，主要应用于服务器和数据中心。 2、据2026年6月3日公告，公司拟转让全资子公司西宁盈新置业100%股权，旨在优化资产结构，降低负债规模，回笼资金以聚焦半导体存储等高增长赛道。 3、据2026年6月25日机构调研及2025年年报，公司确立科技、文旅、资管三核驱动战略，已收购长兴半导体56.25%股权并纳入合并报表，正逐步剥离地产业务向科技驱动型企业转型。	公司拟5.2亿元收购长兴半导体60%股权，切入存储芯片领域	2026-03-02\|2.97\|-4.81\|3.02\|3.03\|2.95\|1786551;2026-03-03\|2.85\|-4.04\|2.97\|2.99\|2.83\|1692562;2026-03-04\|2.89\|1.40\|2.83\|2.96\|2.77\|1245730;2026-03-05\|2.95\|2.08\|2.94\|3.00\|2.93\|1666417;2026-03-06\|2.97\|0.68\|2.92\|3.03\|2.90\|1462443;2026-03-09\|2.99\|0.67\|2.89\|3.01\|2.88\|1686987;2026-03-10\|2.95\|-1.34\|3.04\|3.07\|2.94\|1392226;2026-03-11\|2.98\|1.02\|2.94\|3.00\|2.92\|1253276;2026-03-12\|3.04\|2.01\|2.98\|3.07\|2.95\|2014313;2026-03-13\|3.01\|-0.99\|3.00\|3.16\|2.99\|2581964;2026-03-16\|3.31\|9.97\|3.01\|3.31\|3.01\|3297323;2026-03-17\|3.39\|2.42\|3.46\|3.51\|3.21\|7107211;2026-03-18\|3.30\|-2.65\|3.27\|3.37\|3.23\|3641995;2026-03-19\|3.06\|-7.27\|3.20\|3.21\|3.02\|3160783;2026-03-20\|2.93\|-4.25\|3.00\|3.06\|2.92\|2207994;2026-03-23\|2.86\|-2.39\|2.88\|3.00\|2.84\|2089166;2026-03-24\|3.05\|6.64\|2.93\|3.14\|2.87\|2594839;2026-03-25\|3.06\|0.33\|3.01\|3.13\|2.98\|2161369;2026-03-26\|2.91\|-4.90\|3.01\|3.03\|2.91\|1794953;2026-03-27\|2.95\|1.37\|2.84\|2.97\|2.82\|1326895;2026-03-30\|2.90\|-1.69\|2.90\|2.92\|2.83\|1299895;2026-03-31\|2.83\|-2.41\|2.89\|2.93\|2.82\|1425380;2026-04-01\|2.84\|0.35\|2.91\|2.92\|2.83\|1041410;2026-04-02\|2.71\|-4.58\|2.83\|2.84\|2.70\|1569962;2026-04-03\|2.64\|-2.58\|2.70\|2.72\|2.62\|1101989;2026-04-07\|2.71\|2.65\|2.65\|2.72\|2.63\|1197087;2026-04-08\|2.85\|5.17\|2.76\|2.85\|2.75\|1631733;2026-04-09\|2.77\|-2.81\|2.80\|2.81\|2.75\|1174476;2026-04-10\|2.81\|1.44\|2.79\|2.84\|2.79\|1265601;2026-04-13\|2.83\|0.71\|2.75\|2.85\|2.73\|1030181;2026-04-14\|3.11\|9.89\|2.87\|3.11\|2.83\|2200347;2026-04-15\|2.92\|-6.11\|3.11\|3.20\|2.90\|4220415;2026-04-16\|2.89\|-1.03\|2.87\|2.92\|2.83\|1875542;2026-04-17\|2.86\|-1.04\|2.88\|2.92\|2.85\|1686412;2026-04-20\|2.84\|-0.70\|2.84\|2.86\|2.80\|1374506;2026-04-21\|2.80\|-1.41\|2.84\|2.86\|2.78\|1192286;2026-04-22\|2.79\|-0.36\|2.78\|2.81\|2.76\|926079;2026-04-23\|2.74\|-1.79\|2.82\|2.83\|2.73\|1061026;2026-04-24\|2.72\|-0.73\|2.72\|2.77\|2.69\|990489;2026-04-27\|2.73\|0.37\|2.71\|2.75\|2.68\|845200;2026-04-28\|2.72\|-0.37\|2.73\|2.80\|2.68\|1187719;2026-04-29\|2.81\|3.31\|2.69\|2.89\|2.68\|1954878;2026-04-30\|2.80\|-0.36\|2.80\|2.85\|2.77\|1023963;2026-05-06\|3.08\|10.00\|3.08\|3.08\|3.08\|1645870;2026-05-07\|3.11\|0.97\|3.03\|3.24\|2.97\|6435019;2026-05-08\|3.04\|-2.25\|3.02\|3.11\|3.00\|3264698;2026-05-11\|3.14\|3.29\|3.15\|3.19\|3.10\|3457150;2026-05-12\|3.09\|-1.59\|3.14\|3.14\|3.04\|2285398;2026-05-13\|3.18\|2.91\|3.05\|3.21\|3.03\|3434250;2026-05-14\|3.09\|-2.83\|3.19\|3.20\|3.08\|2048411;2026-05-15\|3.26\|5.50\|3.07\|3.34\|3.06\|4439238;2026-05-18\|3.39\|3.99\|3.31\|3.56\|3.24\|6968197;2026-05-19\|3.33\|-1.77\|3.30\|3.38\|3.24\|3400467;2026-05-20\|3.28\|-1.50\|3.35\|3.40\|3.24\|2759186;2026-05-21\|3.07\|-6.40\|3.27\|3.33\|3.06\|3191598;2026-05-22\|3.13\|1.95\|3.09\|3.18\|3.06\|1809179;2026-05-25\|3.11\|-0.64\|3.10\|3.18\|3.08\|1750740;2026-05-26\|2.89\|-7.07\|3.08\|3.09\|2.81\|2873312;2026-05-27\|2.82\|-2.42\|2.96\|3.17\|2.80\|4166092;2026-05-28\|2.84\|0.71\|2.75\|2.86\|2.70\|2054966;2026-05-29\|2.80\|-1.41\|2.83\|2.89\|2.79\|1842951;2026-06-01\|2.81\|0.36\|2.78\|2.83\|2.75\|1177777;2026-06-02\|2.84\|1.07\|2.82\|2.85\|2.78\|1589370;2026-06-03\|2.87\|1.06\|3.08\|3.08\|2.86\|2703263;2026-06-04\|2.98\|3.83\|2.81\|3.06\|2.80\|2637949;2026-06-05\|2.88\|-3.36\|2.91\|2.92\|2.85\|1784140;2026-06-08\|3.17\|10.07\|2.88\|3.17\|2.88\|5209772;2026-06-09\|3.21\|1.26\|3.17\|3.28\|3.10\|6769178;2026-06-10\|3.06\|-4.67\|3.12\|3.19\|3.02\|3435629;2026-06-11\|2.99\|-2.29\|3.05\|3.10\|2.95\|2221778;2026-06-12\|2.94\|-1.67\|3.05\|3.09\|2.87\|3138357;2026-06-15\|2.97\|1.02\|2.91\|2.98\|2.89\|1881510;2026-06-16\|2.92\|-1.68\|2.97\|2.98\|2.87\|1779847;2026-06-17\|3.01\|3.08\|2.90\|3.05\|2.84\|3398233;2026-06-18\|2.96\|-1.66\|2.98\|2.99\|2.89\|2391007;2026-06-22\|2.89\|-2.36\|2.96\|3.05\|2.82\|2411888;2026-06-23\|2.92\|1.04\|2.85\|3.07\|2.83\|2968562;2026-06-24\|2.98\|2.05\|2.85\|3.01\|2.79\|3268399;2026-06-25\|3.11\|4.36\|3.04\|3.28\|3.00\|5820951;2026-06-26\|3.42\|9.97\|3.17\|3.42\|3.13\|7922525;2026-06-29\|3.18\|-7.02\|3.39\|3.45\|3.08\|6828387;2026-06-30\|3.50\|10.06\|3.21\|3.50\|3.18\|2410959;2026-07-01\|3.85\|10.00\|3.51\|3.85\|3.46\|8405412;2026-07-02\|3.69\|-4.16\|3.78\|3.96\|3.69\|6596847;2026-07-03\|3.60\|-2.44\|3.68\|3.75\|3.57\|4270031;2026-07-06\|3.46\|-3.89\|3.75\|3.85\|3.45\|3509334;2026-07-07\|3.33\|-3.76\|3.48\|3.58\|3.28\|2891659;2026-07-08\|3.17\|-4.80\|3.35\|3.41\|3.16\|3044990;2026-07-09\|3.18\|0.32\|3.20\|3.29\|3.14\|2195439
118563	美团发布基于国产算力训练的万亿参数大模型	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-03-02\|87.70\|-6.38\|91.65\|93.60\|87.58\|61976;2026-03-03\|79.50\|-9.35\|87.47\|89.77\|78.85\|82499;2026-03-04\|81.87\|2.98\|79.53\|83.96\|79.50\|54442;2026-03-05\|81.73\|-0.17\|84.70\|85.21\|80.76\|50178;2026-03-06\|82.50\|0.94\|80.51\|83.48\|80.51\|33505;2026-03-09\|79.40\|-3.76\|77.00\|80.00\|75.36\|55414;2026-03-10\|82.65\|4.09\|81.50\|83.00\|80.10\|42332;2026-03-11\|79.00\|-4.42\|83.00\|83.15\|78.90\|57716;2026-03-12\|78.00\|-1.27\|78.45\|79.98\|76.69\|39558;2026-03-13\|76.17\|-2.35\|77.00\|78.98\|76.08\|39940;2026-03-16\|79.20\|3.98\|76.87\|80.45\|75.36\|52477;2026-03-17\|75.72\|-4.39\|80.30\|80.30\|75.70\|33646;2026-03-18\|79.42\|4.89\|76.50\|79.90\|76.50\|48103;2026-03-19\|75.60\|-4.81\|77.03\|78.30\|75.15\|48586;2026-03-20\|74.89\|-0.94\|75.00\|78.80\|74.89\|47725;2026-03-23\|70.20\|-6.26\|72.90\|74.37\|69.62\|46948;2026-03-24\|71.60\|1.99\|71.53\|71.88\|68.01\|57633;2026-03-25\|72.27\|0.94\|72.03\|74.30\|70.70\|52385;2026-03-26\|70.50\|-2.45\|71.50\|72.10\|70.15\|34527;2026-03-27\|70.85\|0.50\|70.65\|71.38\|68.33\|46582;2026-03-30\|69.86\|-1.40\|68.95\|70.66\|68.52\|37462;2026-03-31\|67.35\|-3.59\|69.28\|69.97\|67.30\|37566;2026-04-01\|70.43\|4.57\|69.64\|70.72\|68.58\|48378;2026-04-02\|67.00\|-4.87\|70.01\|70.93\|66.80\|52600;2026-04-03\|67.68\|1.01\|68.30\|68.50\|66.70\|37230;2026-04-07\|69.41\|2.56\|67.90\|71.38\|67.90\|41327;2026-04-08\|75.16\|8.28\|73.00\|75.24\|72.01\|66032;2026-04-09\|74.38\|-1.04\|73.75\|75.50\|73.01\|46137;2026-04-10\|74.05\|-0.44\|75.49\|76.49\|73.91\|50791;2026-04-13\|72.69\|-1.84\|73.07\|75.49\|72.50\|53398;2026-04-14\|75.32\|3.62\|74.00\|76.00\|73.88\|63563;2026-04-15\|72.87\|-3.25\|76.00\|77.15\|72.38\|56807;2026-04-16\|74.37\|2.06\|72.80\|75.10\|71.88\|50497;2026-04-17\|75.48\|1.49\|74.37\|76.10\|73.50\|47047;2026-04-20\|76.50\|1.35\|76.49\|77.43\|74.71\|59961;2026-04-21\|79.33\|3.70\|77.30\|79.80\|74.82\|83291;2026-04-22\|83.72\|5.53\|78.97\|84.29\|77.00\|92204;2026-04-23\|81.97\|-2.09\|83.80\|85.08\|81.30\|78552;2026-04-24\|82.71\|0.90\|80.65\|83.27\|78.89\|63305;2026-04-27\|70.39\|-14.90\|78.93\|78.93\|70.38\|167763;2026-04-28\|68.53\|-2.64\|70.90\|71.97\|67.90\|96236;2026-04-29\|70.01\|2.16\|68.16\|70.99\|66.71\|80508;2026-04-30\|71.28\|1.81\|70.50\|71.82\|69.28\|65502;2026-05-06\|81.41\|14.21\|73.88\|83.88\|73.88\|159152;2026-05-07\|83.69\|2.80\|81.20\|85.49\|79.88\|106484;2026-05-08\|83.56\|-0.16\|82.48\|84.87\|80.86\|76439;2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|12520289;2026-07-09\|191.31\|9.45\|183.50\|198.00\|180.50\|10458633
118562	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：曾布局第三代半导体应用领域，聚焦碳化硅在储能变流器、光伏逆变器、数据中心IDC电源节能等场景落地，受益于AI算力基建提速与光储需求共振；涨停缘由：碳化硅器件在IDC电源节能渗透率提升、光伏逆变器能效升级拉动SiC模块需求、储能变流器国产替代加速、全域低碳战略强化技术协同；资金逻辑：资金挖掘低位跨界半导体标的，题材联动性强，技术面突破年线压制，量价配合良好；风险提示：碳化硅业务尚未形成实际收入，前期投资尚处孵化期，主业防水材料增长承压	公司收购苏州佳智彩后已量产OLED/半导体光机电测试及修复设备，纳米级半导体检测设备小批量出货，匹配8/12英寸先进制程	2026-03-02\|14.66\|10.98\|13.03\|15.14\|12.98\|257898;2026-03-03\|14.72\|0.41\|14.86\|15.25\|14.53\|250133;2026-03-04\|14.95\|1.56\|14.51\|15.05\|14.35\|190190;2026-03-05\|14.30\|-4.35\|15.04\|15.04\|13.68\|228734;2026-03-06\|14.05\|-1.75\|14.56\|14.56\|14.00\|101397;2026-03-09\|13.76\|-2.06\|13.82\|14.11\|13.51\|86892;2026-03-10\|14.17\|2.98\|13.78\|14.35\|13.77\|62971;2026-03-11\|14.04\|-0.92\|14.24\|14.50\|13.94\|75855;2026-03-12\|14.15\|0.78\|14.11\|14.26\|13.66\|91216;2026-03-13\|13.73\|-2.97\|14.11\|14.15\|13.71\|52336;2026-03-16\|13.97\|1.75\|13.90\|14.14\|13.55\|73089;2026-03-17\|13.89\|-0.57\|14.07\|14.33\|13.62\|105888;2026-03-18\|14.20\|2.23\|13.97\|14.30\|13.83\|93020;2026-03-19\|13.52\|-4.79\|14.02\|14.20\|13.36\|77877;2026-03-20\|13.36\|-1.18\|13.67\|14.30\|13.34\|80718;2026-03-23\|13.05\|-2.32\|12.99\|13.83\|12.73\|147638;2026-03-24\|13.43\|2.91\|13.35\|13.50\|12.51\|98325;2026-03-25\|13.47\|0.30\|13.50\|13.62\|13.28\|68375;2026-03-26\|13.29\|-1.34\|13.54\|13.87\|13.16\|66814;2026-03-27\|14.05\|5.72\|13.23\|14.20\|13.08\|93243;2026-03-30\|14.01\|-0.28\|14.26\|14.50\|13.45\|151262;2026-03-31\|13.68\|-2.36\|14.00\|14.06\|13.63\|81929;2026-04-01\|13.90\|1.61\|13.92\|14.28\|13.76\|49632;2026-04-02\|13.30\|-4.32\|14.13\|14.13\|13.20\|97279;2026-04-03\|12.67\|-4.74\|13.48\|13.48\|12.65\|54783;2026-04-07\|12.99\|2.53\|12.71\|13.21\|12.65\|41134;2026-04-08\|13.40\|3.16\|13.19\|13.46\|13.11\|50414;2026-04-09\|13.70\|2.24\|13.40\|13.82\|13.07\|64859;2026-04-10\|13.71\|0.07\|13.63\|13.79\|13.45\|42820;2026-04-13\|13.44\|-1.97\|13.71\|13.73\|13.30\|48551;2026-04-14\|13.16\|-2.08\|13.57\|13.60\|13.02\|46235;2026-04-15\|13.30\|1.06\|13.23\|13.59\|13.15\|53235;2026-04-16\|13.42\|0.90\|13.43\|13.60\|13.22\|42920;2026-04-17\|13.12\|-2.24\|13.44\|13.64\|13.11\|43998;2026-04-20\|13.60\|3.66\|13.14\|13.65\|13.00\|61278;2026-04-21\|13.36\|-1.76\|13.59\|13.69\|13.11\|52444;2026-04-22\|12.92\|-3.29\|13.36\|13.40\|12.84\|63640;2026-04-23\|13.10\|1.39\|13.02\|13.19\|12.63\|57608;2026-04-24\|13.36\|1.98\|13.03\|13.89\|12.93\|93789;2026-04-27\|14.12\|5.69\|13.39\|14.18\|13.20\|100311;2026-04-28\|13.99\|-0.92\|14.20\|14.26\|13.91\|67507;2026-04-29\|13.68\|-2.22\|14.00\|14.16\|13.63\|68875;2026-04-30\|13.80\|0.88\|13.69\|14.25\|13.64\|73521;2026-05-06\|13.68\|-0.87\|13.90\|14.08\|13.61\|86255;2026-05-07\|14.72\|7.60\|13.70\|14.99\|13.42\|169151;2026-05-08\|14.80\|0.54\|14.61\|15.52\|14.50\|133269;2026-05-11\|15.00\|1.35\|14.81\|15.26\|14.68\|114691;2026-05-12\|15.40\|2.67\|15.00\|15.72\|14.80\|127058;2026-05-13\|15.20\|-1.30\|15.23\|15.50\|15.03\|92070;2026-05-14\|18.24\|20.00\|15.22\|18.24\|14.95\|397847;2026-05-15\|17.00\|-6.80\|18.11\|18.54\|16.88\|400566;2026-05-18\|16.29\|-4.18\|16.93\|16.98\|15.74\|315145;2026-05-19\|16.80\|3.13\|16.49\|17.19\|15.35\|347071;2026-05-20\|19.39\|15.42\|16.50\|19.50\|16.28\|489204;2026-05-21\|20.66\|6.55\|19.53\|22.35\|19.40\|532015;2026-05-22\|20.34\|-1.55\|20.76\|21.15\|19.61\|418020;2026-05-25\|21.83\|7.33\|21.01\|22.57\|20.68\|344294;2026-05-26\|21.62\|-0.96\|21.66\|21.80\|20.50\|228971;2026-05-27\|22.06\|2.04\|20.99\|23.00\|20.99\|269765;2026-05-28\|21.80\|-1.18\|21.99\|22.18\|20.15\|264870;2026-05-29\|21.37\|-1.97\|22.24\|22.50\|20.73\|228247;2026-06-01\|21.76\|1.82\|21.17\|22.98\|20.56\|246911;2026-06-02\|24.38\|12.04\|23.32\|24.96\|21.90\|489513;2026-06-03\|25.67\|5.29\|24.38\|26.37\|23.50\|378033;2026-06-04\|27.05\|5.38\|24.97\|28.16\|24.50\|300789;2026-06-05\|25.50\|-5.73\|26.65\|27.22\|25.31\|266145;2026-06-08\|23.48\|-7.92\|24.98\|25.36\|23.10\|290952;2026-06-09\|23.60\|0.51\|23.75\|24.80\|22.82\|208700;2026-06-10\|22.96\|-2.71\|22.69\|23.24\|22.38\|147128;2026-06-11\|22.20\|-3.31\|22.62\|22.88\|21.76\|175684;2026-06-12\|19.78\|-10.90\|22.57\|22.70\|19.78\|271724;2026-06-15\|19.13\|-3.29\|20.00\|20.38\|18.98\|346860;2026-06-16\|19.06\|-0.37\|19.34\|19.72\|18.70\|219738;2026-06-17\|19.91\|4.46\|18.95\|20.91\|18.60\|315711;2026-06-18\|18.60\|-6.58\|19.77\|19.77\|18.01\|294016;2026-06-22\|19.42\|4.41\|18.90\|19.97\|18.80\|227167;2026-06-23\|19.41\|-0.05\|19.35\|19.87\|19.04\|158622;2026-06-24\|19.15\|-1.34\|19.50\|20.10\|18.50\|151816;2026-06-25\|17.74\|-7.36\|19.00\|19.31\|17.63\|215562;2026-06-26\|16.83\|-5.13\|17.77\|18.12\|16.79\|195688;2026-06-29\|15.70\|-6.71\|16.73\|16.83\|15.43\|186347;2026-06-30\|16.46\|4.84\|15.70\|16.77\|15.51\|222294;2026-07-01\|18.36\|11.54\|16.45\|19.10\|16.03\|270231;2026-07-02\|16.58\|-9.70\|17.96\|17.99\|16.50\|222343;2026-07-03\|16.23\|-2.11\|16.91\|16.99\|16.12\|136356;2026-07-06\|15.68\|-3.39\|16.15\|16.56\|15.60\|126848;2026-07-07\|14.96\|-4.59\|15.65\|15.79\|14.88\|97560;2026-07-08\|14.50\|-3.07\|15.05\|15.14\|14.42\|103045;2026-07-09\|15.54\|7.17\|14.50\|15.79\|14.50\|114600
118561	美团发布基于国产算力训练的万亿参数大模型	涨停揭秘：受苹果寻求从长鑫采购内存芯片催化，国产芯片设备链情绪升温；涨停缘由：公司为半导体前道温控及废气处理设备核心供应商，已导入长江存储、中芯国际等头部晶圆厂，直接受益于国产存储扩产及设备自主替代加速；资金逻辑：主力资金连续多日净流入，6月29日板块领涨，单日涨13.82%，成交额放大至19.78亿元，融资余额升至3.9亿元，机构密集给予买入评级；风险提示：滚动市盈率207.77倍显著高于行业均值48.36倍，股价短期涨幅过大存在回调风险	公司主要从事半导体专用设备的研产销，主营产品包括半导体专用温控设备（Chiller）、半导体专用工艺废气处理设备（Local Scrubber）和晶圆传片设备（Sorter）	2026-03-02\|121.68\|-3.66\|122.00\|125.94\|119.00\|70512;2026-03-03\|114.00\|-6.31\|122.40\|122.90\|112.30\|60108;2026-03-04\|111.00\|-2.63\|113.52\|114.50\|108.89\|45137;2026-03-05\|110.00\|-0.90\|114.00\|114.00\|106.12\|69134;2026-03-06\|110.31\|0.28\|109.00\|111.02\|107.43\|33008;2026-03-09\|106.57\|-3.39\|105.00\|107.93\|100.80\|59997;2026-03-10\|109.90\|3.12\|109.00\|111.30\|107.10\|41696;2026-03-11\|108.71\|-1.08\|110.00\|110.68\|107.08\|39203;2026-03-12\|111.80\|2.84\|108.04\|111.80\|106.33\|35567;2026-03-13\|109.70\|-1.88\|110.01\|112.58\|107.70\|33088;2026-03-16\|111.50\|1.64\|109.24\|112.58\|105.73\|39242;2026-03-17\|106.34\|-4.63\|111.01\|111.48\|106.00\|33271;2026-03-18\|108.16\|1.71\|107.00\|109.00\|106.10\|20304;2026-03-19\|103.24\|-4.55\|105.60\|107.27\|102.00\|31613;2026-03-20\|101.96\|-1.24\|103.61\|105.96\|101.96\|29410;2026-03-23\|97.87\|-4.01\|100.00\|101.83\|96.50\|39868;2026-03-24\|101.12\|3.32\|99.88\|101.50\|96.71\|27399;2026-03-25\|102.68\|1.54\|101.90\|105.11\|101.66\|24399;2026-03-26\|99.54\|-3.06\|101.94\|102.20\|98.97\|17268;2026-03-27\|102.48\|2.95\|97.00\|103.22\|97.00\|28663;2026-03-30\|104.20\|1.68\|100.68\|105.68\|100.01\|33716;2026-03-31\|99.93\|-4.10\|104.00\|104.56\|99.33\|29844;2026-04-01\|101.83\|1.90\|102.97\|103.65\|100.78\|18984;2026-04-02\|95.80\|-5.92\|101.00\|101.79\|94.67\|37687;2026-04-03\|93.45\|-2.45\|96.00\|96.48\|93.31\|20435;2026-04-07\|94.69\|1.33\|94.31\|95.65\|93.40\|20517;2026-04-08\|102.91\|8.68\|98.00\|103.16\|98.00\|40277;2026-04-09\|102.80\|-0.11\|101.50\|105.19\|101.00\|27139;2026-04-10\|102.73\|-0.07\|104.34\|106.21\|102.67\|21479;2026-04-13\|100.15\|-2.51\|100.28\|103.50\|99.60\|31244;2026-04-14\|108.18\|8.02\|101.00\|111.43\|100.95\|60871;2026-04-15\|106.51\|-1.54\|108.30\|111.00\|106.23\|35750;2026-04-16\|107.41\|0.84\|106.64\|107.90\|105.23\|33049;2026-04-17\|107.90\|0.46\|106.91\|108.75\|105.31\|45804;2026-04-20\|108.00\|0.09\|107.88\|109.33\|105.21\|37442;2026-04-21\|108.85\|0.79\|106.52\|109.93\|104.80\|45294;2026-04-22\|110.28\|1.31\|108.86\|110.50\|107.40\|36336;2026-04-23\|106.16\|-3.74\|110.99\|111.60\|104.96\|41306;2026-04-24\|108.71\|2.40\|106.30\|110.40\|105.18\|40014;2026-04-27\|114.00\|4.87\|109.89\|116.57\|108.51\|72710;2026-04-28\|114.28\|0.25\|115.42\|117.89\|111.68\|55998;2026-04-29\|116.80\|2.21\|113.22\|117.00\|111.01\|46854;2026-04-30\|120.80\|3.42\|116.95\|123.77\|115.06\|60982;2026-05-06\|121.51\|0.59\|124.00\|127.49\|119.11\|67580;2026-05-07\|124.80\|2.71\|121.80\|126.68\|120.12\|64957;2026-05-08\|125.80\|0.80\|124.00\|127.27\|123.02\|52863;2026-05-11\|138.73\|10.28\|128.00\|144.21\|125.23\|117106;2026-05-12\|142.06\|2.40\|138.62\|143.67\|134.78\|81857;2026-05-13\|152.00\|7.00\|139.80\|159.95\|136.80\|86737;2026-05-14\|149.80\|-1.45\|150.00\|155.99\|145.05\|73669;2026-05-15\|158.94\|6.10\|149.71\|170.00\|148.05\|109028;2026-05-18\|158.83\|-0.07\|161.70\|174.00\|156.80\|112214;2026-05-19\|166.29\|4.70\|158.09\|170.00\|156.00\|91545;2026-05-20\|171.33\|3.03\|169.00\|175.69\|161.80\|91472;2026-05-21\|157.00\|-8.36\|172.00\|176.66\|154.00\|124209;2026-05-22\|153.80\|-2.04\|157.00\|159.00\|151.00\|83867;2026-05-25\|154.50\|0.46\|154.84\|164.30\|151.60\|95539;2026-05-26\|149.80\|-3.04\|154.00\|154.00\|145.50\|64984;2026-05-27\|144.92\|-3.26\|151.60\|152.00\|142.81\|67816;2026-05-28\|144.50\|-0.29\|143.97\|145.90\|141.36\|51412;2026-05-29\|135.53\|-6.21\|145.30\|145.90\|134.30\|68776;2026-06-01\|130.80\|-3.49\|135.87\|136.88\|129.87\|54594;2026-06-02\|130.75\|-0.04\|131.56\|133.80\|126.52\|56344;2026-06-03\|131.61\|0.66\|132.00\|134.82\|129.58\|60460;2026-06-04\|133.07\|1.11\|129.84\|135.52\|128.02\|59224;2026-06-05\|128.27\|-3.61\|130.30\|133.25\|127.50\|55419;2026-06-08\|123.40\|-3.80\|123.00\|129.57\|121.05\|44482;2026-06-09\|130.86\|6.05\|125.44\|132.97\|123.80\|48464;2026-06-10\|135.20\|3.32\|128.18\|136.75\|128.18\|80410;2026-06-11\|136.95\|1.29\|134.06\|138.80\|132.66\|68171;2026-06-12\|135.18\|-1.29\|144.00\|146.62\|134.18\|96909;2026-06-15\|143.00\|5.78\|136.47\|143.54\|132.52\|65009;2026-06-16\|150.01\|4.90\|146.96\|152.99\|141.54\|91480;2026-06-17\|157.68\|5.11\|149.00\|157.68\|144.07\|90793;2026-06-18\|154.30\|-2.14\|157.00\|158.98\|152.10\|88921;2026-06-22\|151.99\|-1.50\|154.42\|158.08\|146.21\|74348;2026-06-23\|151.90\|-0.06\|150.11\|156.97\|147.00\|70309;2026-06-24\|161.40\|6.25\|149.53\|162.77\|148.00\|89665;2026-06-25\|163.57\|1.34\|164.70\|167.91\|159.36\|85562;2026-06-26\|170.36\|4.15\|162.00\|176.00\|161.71\|84042;2026-06-29\|196.01\|15.06\|179.00\|197.77\|178.00\|118680;2026-06-30\|200.17\|2.12\|193.00\|206.88\|192.51\|98904;2026-07-01\|225.00\|12.40\|214.20\|240.20\|201.52\|170360;2026-07-02\|196.86\|-12.51\|200.90\|214.90\|192.58\|156655;2026-07-03\|193.49\|-1.71\|191.76\|198.56\|183.01\|95648;2026-07-06\|202.79\|4.81\|197.00\|208.03\|185.01\|139165;2026-07-07\|215.50\|6.27\|196.71\|218.61\|195.11\|110982;2026-07-08\|223.51\|3.72\|213.35\|233.56\|200.38\|13527907;2026-07-09\|216.02\|-3.35\|233.00\|235.00\|211.95\|7996743
118560	美团发布基于国产算力训练的万亿参数大模型	AI存储+拟收购诺亚长天+一季报增长行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月3日互动易，公司认为AI驱动的存储超级周期带来全新增量市场，正在加大大容量NOR Flash研发及市场拓展，通过收购SHM完善2D NAND产业布局，产品适配AI耳机、眼镜等边缘设备需求。 2、据2026年6月11日公告，公司签署补充协议推进收购珠海诺亚长天49%股权，标的公司主营2D NAND及SLC NAND等产品，交易完成后公司将间接控制SHM，完善存储产品矩阵。 3、据2026年4月29日一季报及2026年5月27日机构调研，公司2026年第一季度实现营收14.47亿元，同比增长256.08%，归母净利润2.51亿元，同比增长1259.87%；公司已对通用MCU产品进行价格上调。	NOR Flash 市场中重要的供应商之一；公司主要产品包括NOR Flash和EEPROM两大类非易失性存储器芯片，其Flash产品具有超低功耗和高可靠性优势，已进入三星、惠普等知名品牌供应链，广泛应用于物联网、智能手机、汽车电子等领域	2026-03-02\|257.00\|-0.96\|257.37\|268.00\|255.26\|39980;2026-03-03\|227.32\|-11.55\|258.06\|259.85\|226.00\|80756;2026-03-04\|241.39\|6.19\|238.88\|248.19\|233.34\|78565;2026-03-05\|246.84\|2.26\|250.00\|253.79\|241.59\|64712;2026-03-06\|253.30\|2.62\|245.74\|254.58\|241.84\|59503;2026-03-09\|251.00\|-0.91\|237.00\|252.70\|233.58\|50770;2026-03-10\|259.60\|3.43\|258.00\|267.94\|249.02\|62227;2026-03-11\|254.45\|-1.98\|262.00\|264.00\|254.00\|45864;2026-03-12\|256.00\|0.61\|254.45\|262.80\|251.00\|44269;2026-03-13\|244.00\|-4.69\|248.95\|268.00\|244.00\|83816;2026-03-16\|264.22\|8.29\|248.88\|272.60\|244.00\|74622;2026-03-17\|260.46\|-1.42\|260.00\|263.97\|251.10\|55358;2026-03-18\|278.18\|6.80\|273.00\|285.00\|267.66\|82176;2026-03-19\|293.00\|5.33\|268.09\|305.99\|256.44\|116686;2026-03-20\|280.01\|-4.43\|292.51\|298.93\|273.63\|78815;2026-03-23\|273.11\|-2.46\|266.04\|294.00\|266.04\|70116;2026-03-24\|263.08\|-3.67\|267.14\|271.90\|238.00\|84651;2026-03-25\|256.01\|-2.69\|258.00\|270.50\|248.50\|76989;2026-03-26\|242.00\|-5.47\|240.20\|252.50\|238.20\|60116;2026-03-27\|240.17\|-0.76\|232.56\|245.88\|229.47\|46405;2026-03-30\|239.10\|-0.45\|235.48\|245.55\|234.56\|37049;2026-03-31\|225.19\|-5.82\|237.67\|239.41\|222.23\|64299;2026-04-01\|238.29\|5.82\|239.00\|241.00\|223.38\|66885;2026-04-02\|224.10\|-5.95\|235.17\|244.33\|221.39\|62665;2026-04-03\|218.78\|-2.37\|226.90\|229.25\|218.78\|34465;2026-04-07\|225.95\|3.28\|225.00\|231.84\|224.61\|41949;2026-04-08\|239.86\|6.16\|238.00\|240.68\|229.00\|70222;2026-04-09\|242.79\|1.22\|235.00\|246.60\|233.00\|54202;2026-04-10\|254.25\|4.72\|249.95\|261.10\|247.91\|67402;2026-04-13\|252.78\|-0.58\|249.08\|259.95\|249.00\|50765;2026-04-14\|271.03\|7.22\|257.33\|277.00\|256.00\|71814;2026-04-15\|265.45\|-2.06\|273.10\|275.86\|262.50\|51252;2026-04-16\|265.18\|-0.10\|264.97\|271.86\|258.37\|50556;2026-04-17\|264.50\|-0.26\|261.03\|270.00\|258.00\|47877;2026-04-20\|271.40\|2.61\|265.53\|273.50\|261.62\|45407;2026-04-21\|275.10\|1.36\|270.00\|280.00\|258.75\|52905;2026-04-22\|273.50\|-0.58\|273.73\|277.70\|265.00\|67539;2026-04-23\|266.13\|-2.69\|281.01\|282.50\|260.61\|50425;2026-04-24\|261.58\|-1.71\|264.39\|270.54\|255.00\|42610;2026-04-27\|262.41\|0.32\|263.31\|266.00\|256.00\|39656;2026-04-28\|275.86\|5.13\|265.09\|284.59\|260.35\|75001;2026-04-29\|267.70\|-2.96\|276.21\|278.88\|248.98\|109967;2026-04-30\|271.09\|1.27\|272.00\|283.03\|260.02\|92670;2026-05-06\|318.52\|17.50\|289.97\|323.55\|289.00\|108130;2026-05-07\|319.00\|0.15\|318.00\|321.59\|308.88\|68341;2026-05-08\|317.50\|-0.47\|315.00\|325.66\|312.30\|56211;2026-05-11\|381.00\|20.00\|348.77\|381.00\|342.90\|104385;2026-05-12\|398.85\|4.68\|388.23\|408.18\|377.00\|120374;2026-05-13\|441.00\|10.57\|392.24\|444.23\|391.64\|118125;2026-05-14\|421.77\|-4.36\|430.47\|435.87\|417.30\|92899;2026-05-15\|404.50\|-4.09\|421.77\|423.88\|393.12\|91903;2026-05-18\|413.00\|2.10\|400.45\|429.40\|400.45\|75692;2026-05-19\|423.77\|2.61\|405.74\|424.42\|392.35\|70303;2026-05-20\|425.00\|0.29\|423.77\|432.00\|415.54\|59386;2026-05-21\|387.32\|-8.87\|429.42\|432.88\|384.86\|85536;2026-05-22\|407.32\|5.16\|398.00\|412.00\|391.32\|73183;2026-05-25\|419.99\|3.11\|409.35\|432.92\|395.90\|75052;2026-05-26\|402.04\|-4.25\|415.68\|419.33\|392.16\|66511;2026-05-27\|415.50\|3.35\|431.00\|444.00\|412.00\|100100;2026-05-28\|398.10\|-4.19\|416.75\|423.45\|396.00\|65541;2026-05-29\|386.10\|-3.01\|406.20\|419.78\|379.79\|64572;2026-06-01\|373.04\|-3.38\|389.00\|396.25\|369.07\|57707;2026-06-02\|372.03\|-0.27\|378.00\|381.84\|355.70\|63835;2026-06-03\|374.00\|0.53\|372.03\|389.49\|366.36\|64310;2026-06-04\|427.35\|14.26\|363.99\|435.99\|363.99\|95315;2026-06-05\|396.00\|-7.34\|404.00\|421.00\|393.00\|63410;2026-06-08\|373.00\|-5.81\|370.38\|389.96\|360.08\|60112;2026-06-09\|409.02\|9.66\|385.00\|416.17\|378.78\|67983;2026-06-10\|383.34\|-6.28\|410.26\|413.51\|376.27\|64882;2026-06-11\|387.58\|1.11\|386.38\|402.52\|375.01\|59519;2026-06-12\|390.59\|0.78\|408.30\|422.00\|390.59\|106353;2026-06-15\|457.00\|17.00\|406.50\|464.68\|388.01\|101084;2026-06-16\|483.50\|5.80\|466.01\|493.00\|460.00\|88528;2026-06-17\|580.20\|20.00\|470.11\|580.20\|467.00\|107659;2026-06-18\|590.00\|1.69\|570.20\|615.68\|565.88\|100899;2026-06-22\|670.31\|13.61\|600.00\|680.00\|592.04\|88359;2026-06-23\|703.00\|4.88\|650.00\|718.77\|636.26\|95909;2026-06-24\|740.00\|5.26\|675.00\|753.30\|649.00\|87705;2026-06-25\|754.15\|1.91\|764.44\|815.56\|733.33\|95767;2026-06-26\|727.01\|-3.60\|727.00\|794.15\|719.71\|88672;2026-06-29\|737.20\|1.40\|740.00\|776.00\|700.00\|83832;2026-06-30\|766.60\|3.99\|721.50\|788.98\|702.10\|75258;2026-07-01\|870.00\|13.49\|770.53\|909.80\|758.01\|97204;2026-07-02\|784.57\|-9.82\|768.00\|844.00\|731.00\|84806;2026-07-03\|815.88\|3.99\|768.00\|866.01\|735.50\|100669;2026-07-06\|759.99\|-6.85\|848.00\|851.88\|723.16\|97002;2026-07-07\|710.00\|-6.58\|702.00\|757.01\|680.00\|93558;2026-07-08\|694.00\|-2.25\|722.01\|761.00\|693.41\|8219640;2026-07-09\|721.49\|3.96\|742.56\|805.55\|707.88\|8171416
118559	美团发布基于国产算力训练的万亿参数大模型	半导体硅片+硅片涨价预期+拟收购晶隆半导体行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据2026年6月10日公告，公司拟通过公开摘牌方式参与收购安徽晶隆半导体科技有限公司60%股权，标的公司已完成8英寸硅外延片试生产并获客户验证，收购后可形成衬底到外延的一站式解决方案；据2026年6月26日公告，该收购议案已获股东大会通过。 2、据2026年6月1日机构调研，公司目前订单饱满，产能稼动率持续保持高位，当前市场对半导体硅片价格上涨的预期较强，公司将在订单商洽中积极争取更有利的价格空间。 3、据2026年3月27日年报及2026年6月1日机构调研，公司深耕8英寸抛光及外延硅片，下游功率半导体订单饱满，8英寸硅片产销量创历史新高；预计2026年第二季度末8英寸硅片产能将达到30万片/月。	国内半导体材料龙头企业，主要产品包括半导体硅抛光片、刻蚀设备用硅材料、半导体区熔硅单晶等，主要用于分立器件、功率器件、集成电路、刻蚀设备用硅部件等的制造	2026-03-02\|16.49\|-6.63\|17.01\|17.43\|16.38\|286373;2026-03-03\|15.27\|-7.40\|16.70\|16.79\|15.18\|269821;2026-03-04\|16.06\|5.17\|15.08\|16.99\|15.08\|366475;2026-03-05\|16.21\|0.93\|16.75\|16.90\|16.05\|240497;2026-03-06\|15.89\|-1.97\|15.98\|16.33\|15.86\|160771;2026-03-09\|15.57\|-2.01\|15.48\|15.69\|15.01\|203083;2026-03-10\|15.79\|1.41\|15.91\|16.15\|15.57\|158483;2026-03-11\|15.83\|0.25\|16.00\|16.32\|15.73\|176583;2026-03-12\|15.50\|-2.08\|15.95\|15.95\|15.32\|128866;2026-03-13\|15.25\|-1.61\|15.33\|15.73\|15.09\|127784;2026-03-16\|15.40\|0.98\|15.08\|15.44\|14.80\|138473;2026-03-17\|14.84\|-3.64\|15.39\|15.40\|14.80\|108915;2026-03-18\|15.26\|2.83\|14.97\|15.29\|14.89\|116459;2026-03-19\|14.70\|-3.67\|14.98\|15.06\|14.61\|113442;2026-03-20\|14.50\|-1.36\|14.82\|15.18\|14.36\|131696;2026-03-23\|13.64\|-5.93\|14.05\|14.32\|13.51\|160705;2026-03-24\|13.88\|1.76\|13.95\|14.00\|13.39\|107739;2026-03-25\|13.98\|0.72\|13.95\|14.30\|13.83\|118337;2026-03-26\|13.70\|-2.00\|13.93\|14.02\|13.60\|80457;2026-03-27\|13.76\|0.44\|13.46\|13.92\|13.39\|92066;2026-03-30\|13.85\|0.65\|13.54\|13.90\|13.37\|84299;2026-03-31\|13.43\|-3.03\|13.84\|13.87\|13.43\|88489;2026-04-01\|13.76\|2.46\|13.75\|13.86\|13.60\|90181;2026-04-02\|13.37\|-2.83\|13.72\|13.79\|13.25\|75392;2026-04-03\|13.39\|0.15\|13.41\|13.58\|13.33\|57811;2026-04-07\|13.90\|3.81\|13.48\|14.06\|13.40\|112834;2026-04-08\|14.54\|4.60\|14.20\|14.55\|14.18\|155706;2026-04-09\|14.37\|-1.17\|14.37\|14.55\|14.29\|97369;2026-04-10\|14.33\|-0.28\|14.55\|14.74\|14.30\|93747;2026-04-13\|14.27\|-0.42\|14.34\|14.55\|14.23\|84421;2026-04-14\|14.54\|1.89\|14.44\|14.72\|14.42\|98296;2026-04-15\|14.45\|-0.62\|14.60\|14.75\|14.42\|94234;2026-04-16\|14.68\|1.59\|14.50\|14.70\|14.28\|90926;2026-04-17\|15.15\|3.20\|14.65\|15.23\|14.56\|137389;2026-04-20\|15.64\|3.23\|15.15\|15.85\|15.00\|180763;2026-04-21\|15.46\|-1.15\|15.58\|15.60\|15.18\|115639;2026-04-22\|15.70\|1.55\|15.25\|15.82\|15.24\|134534;2026-04-23\|15.46\|-1.53\|15.74\|15.87\|15.37\|138763;2026-04-24\|15.42\|-0.26\|15.38\|15.64\|15.31\|130146;2026-04-27\|15.87\|2.92\|15.32\|16.00\|15.32\|163356;2026-04-28\|15.53\|-2.14\|15.83\|15.85\|15.40\|117692;2026-04-29\|15.35\|-1.16\|15.35\|15.50\|14.87\|138790;2026-04-30\|16.24\|5.80\|15.45\|16.33\|15.28\|209128;2026-05-06\|16.71\|2.89\|16.41\|17.27\|16.41\|248691;2026-05-07\|16.94\|1.38\|16.79\|17.06\|16.42\|167855;2026-05-08\|17.86\|5.43\|16.81\|18.21\|16.62\|332787;2026-05-11\|19.05\|6.66\|18.31\|19.91\|18.31\|480139;2026-05-12\|18.67\|-1.99\|18.71\|19.27\|18.40\|284260;2026-05-13\|19.16\|2.62\|18.33\|19.35\|18.23\|295864;2026-05-14\|19.18\|0.10\|19.30\|19.65\|18.76\|271808;2026-05-15\|18.81\|-1.93\|19.35\|19.95\|18.50\|335376;2026-05-18\|19.74\|4.94\|18.61\|20.63\|18.36\|398054;2026-05-19\|21.36\|8.21\|19.31\|21.72\|18.80\|479189;2026-05-20\|21.07\|-1.36\|20.59\|21.35\|20.41\|423107;2026-05-21\|19.17\|-9.02\|21.00\|21.60\|19.15\|464131;2026-05-22\|19.50\|1.72\|19.45\|19.78\|18.80\|334562;2026-05-25\|19.88\|1.95\|19.80\|20.39\|19.18\|316418;2026-05-26\|19.21\|-3.37\|19.71\|19.71\|18.75\|272936;2026-05-27\|19.49\|1.46\|19.66\|20.17\|18.81\|303272;2026-05-28\|20.60\|5.70\|19.20\|20.88\|18.89\|411267;2026-05-29\|19.09\|-7.33\|20.50\|20.56\|18.89\|347650;2026-06-01\|17.94\|-6.02\|19.09\|19.09\|17.87\|242590;2026-06-02\|18.05\|0.61\|18.02\|18.58\|17.55\|228513;2026-06-03\|19.10\|5.82\|18.00\|20.23\|17.83\|323343;2026-06-04\|20.52\|7.43\|18.69\|20.85\|18.40\|375610;2026-06-05\|19.89\|-3.07\|20.20\|20.78\|19.50\|254446;2026-06-08\|19.67\|-1.11\|18.60\|20.70\|18.60\|306441;2026-06-09\|22.70\|15.40\|20.16\|23.17\|19.40\|573468;2026-06-10\|23.87\|5.15\|22.48\|24.94\|22.37\|671907;2026-06-11\|23.18\|-2.89\|22.80\|24.45\|22.58\|537678;2026-06-12\|21.00\|-9.40\|24.00\|24.10\|20.34\|666267;2026-06-15\|25.12\|19.62\|20.61\|25.20\|19.67\|795713;2026-06-16\|25.59\|1.87\|24.70\|26.18\|24.35\|686383;2026-06-17\|26.26\|2.62\|24.93\|27.16\|24.63\|689965;2026-06-18\|25.44\|-3.12\|25.90\|26.99\|25.30\|549207;2026-06-22\|25.34\|-0.39\|25.80\|25.80\|24.36\|483016;2026-06-23\|24.26\|-4.26\|24.70\|25.15\|23.50\|392124;2026-06-24\|24.03\|-0.74\|24.03\|24.45\|23.27\|350001;2026-06-25\|25.75\|7.16\|24.48\|25.88\|23.77\|507326;2026-06-26\|30.90\|20.00\|25.02\|30.90\|24.77\|739508;2026-06-29\|37.08\|20.00\|32.50\|37.08\|31.53\|944736;2026-06-30\|39.97\|7.79\|38.50\|41.21\|37.00\|961205;2026-07-01\|45.80\|14.59\|39.00\|46.30\|38.52\|845185;2026-07-02\|45.91\|0.24\|41.33\|48.79\|37.50\|857264;2026-07-03\|42.19\|-8.10\|44.50\|45.77\|39.01\|828298;2026-07-06\|38.45\|-8.86\|42.70\|43.42\|37.57\|651333;2026-07-07\|46.14\|20.00\|38.98\|46.14\|38.13\|765660;2026-07-08\|44.81\|-2.88\|47.86\|50.10\|44.30\|89427607;2026-07-09\|52.64\|17.47\|45.93\|53.30\|44.82\|68921362
118558	美团发布基于国产算力训练的万亿参数大模型	机器人+MEMS传感器+送转行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月10日投资者关系活动记录表，公司重点布局AI眼镜用骨传导声学麦克风、车载及机器人领域IMU等新产品与新技术研发，相关项目研发工作正按计划推进；据2026年3月9日投资者关系活动记录表，公司已启动六维力传感器、机器人专用IMU等多款产品的研发立项工作。 2、据2025年8月29日半年报及2026年6月10日投资者关系活动记录表，公司是国内少数在MEMS声学、压力、惯性传感器领域均具有芯片自主设计能力的公司，拥有MEMS全产业链研发能力。 3、据2026年6月26日权益分派实施公告，公司2025年年度拟向全体股东每10股派发现金红利2.70元含税，同时每10股以资本公积转增4股，股权登记日为2026年7月1日。	公司为国内领先的MEMS传感器设计企业	2026-03-02\|78.46\|-5.01\|81.00\|82.10\|77.60\|21911;2026-03-03\|72.38\|-7.75\|79.07\|79.37\|72.30\|26935;2026-03-04\|71.12\|-1.74\|71.72\|72.99\|70.58\|18918;2026-03-05\|72.74\|2.28\|72.36\|73.85\|72.36\|16520;2026-03-06\|73.27\|0.73\|72.28\|73.80\|71.91\|11341;2026-03-09\|71.48\|-2.44\|71.02\|72.00\|68.81\|18059;2026-03-10\|74.55\|4.29\|72.82\|75.25\|72.60\|15988;2026-03-11\|73.18\|-1.84\|74.55\|75.35\|72.90\|13773;2026-03-12\|71.83\|-1.84\|72.91\|73.61\|71.05\|13807;2026-03-13\|70.70\|-1.57\|71.38\|72.01\|70.60\|13844;2026-03-16\|71.22\|0.74\|70.75\|71.37\|69.18\|15657;2026-03-17\|68.95\|-3.19\|71.79\|71.79\|68.95\|11647;2026-03-18\|70.35\|2.03\|69.00\|70.35\|69.00\|10033;2026-03-19\|68.40\|-2.77\|69.50\|69.50\|67.97\|13281;2026-03-20\|66.60\|-2.63\|68.54\|68.95\|66.60\|14006;2026-03-23\|63.30\|-4.96\|64.01\|65.46\|63.20\|19298;2026-03-24\|65.35\|3.24\|65.00\|65.40\|63.35\|12064;2026-03-25\|66.90\|2.37\|65.45\|67.43\|65.45\|9864;2026-03-26\|65.01\|-2.83\|66.93\|67.31\|64.99\|7902;2026-03-27\|66.64\|2.51\|63.99\|66.79\|63.77\|9742;2026-03-30\|65.14\|-2.25\|65.30\|66.10\|64.31\|16838;2026-03-31\|64.76\|-0.58\|64.76\|66.47\|64.64\|10753;2026-04-01\|66.43\|2.58\|66.40\|66.44\|65.00\|9567;2026-04-02\|64.58\|-2.78\|66.28\|66.79\|64.18\|9328;2026-04-03\|63.62\|-1.49\|64.84\|65.81\|63.20\|8516;2026-04-07\|64.76\|1.79\|63.72\|65.29\|63.02\|9118;2026-04-08\|68.36\|5.56\|66.50\|68.44\|66.50\|15378;2026-04-09\|67.18\|-1.73\|67.96\|68.55\|67.18\|10798;2026-04-10\|68.77\|2.37\|67.99\|69.29\|67.98\|10859;2026-04-13\|68.89\|0.17\|68.28\|69.34\|68.01\|11549;2026-04-14\|69.70\|1.18\|70.10\|70.28\|69.03\|12702;2026-04-15\|69.85\|0.22\|70.26\|71.82\|69.69\|15894;2026-04-16\|70.62\|1.10\|69.98\|70.87\|69.64\|10716;2026-04-17\|71.20\|0.82\|70.30\|71.36\|69.94\|10761;2026-04-20\|70.90\|-0.42\|71.38\|71.71\|70.71\|13748;2026-04-21\|70.39\|-0.72\|70.93\|71.00\|69.00\|12473;2026-04-22\|71.31\|1.31\|69.76\|71.38\|69.52\|12227;2026-04-23\|69.95\|-1.91\|72.57\|72.66\|69.58\|17968;2026-04-24\|69.99\|0.06\|69.17\|70.67\|69.15\|16039;2026-04-27\|72.35\|3.37\|70.00\|72.57\|69.01\|18913;2026-04-28\|69.77\|-3.57\|72.27\|72.50\|69.20\|18675;2026-04-29\|73.33\|5.10\|70.38\|73.79\|69.88\|27396;2026-04-30\|65.88\|-10.16\|64.66\|66.58\|64.06\|50972;2026-05-06\|67.15\|1.93\|67.00\|69.04\|66.68\|34173;2026-05-07\|69.76\|3.89\|67.20\|70.17\|66.96\|26305;2026-05-08\|71.44\|2.41\|69.49\|71.89\|67.49\|22123;2026-05-11\|72.30\|1.20\|72.54\|72.89\|71.10\|21588;2026-05-12\|71.40\|-1.24\|72.30\|72.64\|70.51\|17636;2026-05-13\|72.53\|1.58\|70.80\|73.20\|69.70\|21883;2026-05-14\|72.78\|0.34\|73.41\|74.40\|70.82\|24830;2026-05-15\|71.40\|-1.90\|72.05\|73.48\|70.02\|22399;2026-05-18\|74.14\|3.84\|71.39\|76.00\|70.62\|33032;2026-05-19\|76.35\|2.98\|73.65\|76.56\|72.53\|27906;2026-05-20\|75.51\|-1.10\|75.84\|76.15\|74.90\|21458;2026-05-21\|70.91\|-6.09\|76.63\|76.70\|70.88\|34280;2026-05-22\|72.82\|2.69\|71.50\|73.23\|70.60\|19163;2026-05-25\|75.78\|4.06\|72.84\|75.85\|71.81\|30614;2026-05-26\|72.72\|-4.04\|75.70\|75.70\|71.10\|25712;2026-05-27\|70.16\|-3.52\|72.72\|73.45\|69.60\|21508;2026-05-28\|71.18\|1.45\|69.91\|72.15\|69.05\|16680;2026-05-29\|65.48\|-8.01\|71.74\|71.74\|65.00\|26732;2026-06-01\|64.25\|-1.88\|65.49\|66.78\|63.90\|15324;2026-06-02\|62.30\|-3.04\|63.84\|64.57\|61.00\|16871;2026-06-03\|61.86\|-0.71\|61.78\|63.84\|61.34\|13719;2026-06-04\|60.70\|-1.88\|62.76\|62.76\|60.42\|14873;2026-06-05\|64.00\|5.44\|60.50\|67.44\|57.00\|35061;2026-06-08\|62.42\|-2.47\|62.34\|65.77\|61.00\|24685;2026-06-09\|63.21\|1.27\|63.69\|63.76\|61.70\|15296;2026-06-10\|61.88\|-2.10\|62.50\|64.10\|61.10\|13591;2026-06-11\|62.80\|1.49\|61.88\|63.34\|60.58\|12011;2026-06-12\|62.91\|0.18\|64.20\|66.37\|62.80\|16656;2026-06-15\|67.25\|6.90\|63.96\|67.98\|63.11\|21951;2026-06-16\|72.08\|7.18\|67.23\|74.98\|66.51\|31681;2026-06-17\|80.31\|11.42\|73.49\|82.40\|71.88\|55441;2026-06-18\|79.90\|-0.51\|80.37\|81.72\|77.97\|36550;2026-06-22\|93.84\|17.45\|82.32\|95.78\|80.00\|89282;2026-06-23\|92.00\|-1.96\|94.85\|94.87\|87.47\|55539;2026-06-24\|96.90\|5.33\|90.15\|99.80\|89.01\|61798;2026-06-25\|103.48\|6.79\|96.93\|108.38\|94.80\|66161;2026-06-26\|101.51\|-1.90\|103.98\|108.38\|101.00\|48563;2026-06-29\|95.89\|-5.54\|100.06\|106.49\|92.83\|64722;2026-06-30\|115.07\|20.00\|94.94\|115.07\|94.94\|58258;2026-07-01\|133.33\|15.87\|120.63\|138.07\|120.63\|109488;2026-07-02\|85.77\|-9.95\|87.03\|93.01\|85.25\|101234;2026-07-03\|83.70\|-2.41\|86.80\|87.00\|80.81\|81782;2026-07-06\|77.22\|-7.74\|84.50\|86.09\|76.51\|77487;2026-07-07\|72.65\|-5.92\|77.12\|77.25\|71.21\|51190;2026-07-08\|68.47\|-5.75\|72.42\|74.47\|67.35\|5376648;2026-07-09\|67.35\|-1.64\|68.99\|70.80\|66.50\|2412108
118557	美团发布基于国产算力训练的万亿参数大模型	半导体掩模版+65nm工艺+定增扩产行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月30日机构调研，公司半导体掩模版工艺能力已从130nm逐步提升至65nm，并已完成40nm工艺节点的生产设备布局；当前正全力推动珠海工厂90nm产品上量，实现65nm/55nm产品验证及小批量供货，并采取成熟制程与高端制程并行的策略。 2、据2026年4月29日公告及2026年6月30日机构调研，公司拟通过定增募资不超14.6亿元投建40nm-28nm半导体掩模版生产线，项目主体厂房已于2025年9月封顶，目前处于洁净室装修与设备选型采购阶段，环评已获批。 3、据2025年年报及2026年4月29日公告，公司是国内为数不多的独立第三方半导体掩模版厂商，长期与华虹半导体、士兰微、立昂微等国内主要晶圆厂保持合作，在特色工艺光罩领域形成较强客户黏性。	公司主营业务为半导体掩模版的研产销，是国内稀缺的独立第三方半导体掩模版厂商	2026-03-02\|47.92\|-3.19\|48.50\|49.33\|47.67\|20961;2026-03-03\|43.36\|-9.52\|47.84\|48.17\|43.18\|33630;2026-03-04\|43.35\|-0.02\|43.50\|44.30\|43.08\|15764;2026-03-05\|44.18\|1.91\|44.00\|45.49\|43.98\|17060;2026-03-06\|43.96\|-0.50\|44.18\|44.26\|43.60\|10973;2026-03-09\|43.51\|-1.02\|43.00\|43.78\|42.00\|17136;2026-03-10\|44.68\|2.69\|43.90\|44.88\|43.90\|11462;2026-03-11\|44.32\|-0.81\|44.68\|45.26\|44.23\|10606;2026-03-12\|43.73\|-1.33\|44.20\|44.62\|43.29\|11523;2026-03-13\|43.25\|-1.10\|43.31\|43.95\|43.06\|6588;2026-03-16\|44.37\|2.59\|43.25\|44.50\|42.49\|11624;2026-03-17\|43.16\|-2.73\|44.37\|44.50\|43.00\|11695;2026-03-18\|43.47\|0.72\|43.18\|43.58\|42.45\|8238;2026-03-19\|42.20\|-2.92\|42.81\|42.97\|41.88\|8072;2026-03-20\|41.15\|-2.49\|42.18\|42.67\|41.15\|7157;2026-03-23\|38.80\|-5.71\|40.64\|40.65\|38.45\|13701;2026-03-24\|40.08\|3.30\|39.35\|40.70\|38.55\|12982;2026-03-25\|40.71\|1.57\|40.90\|41.46\|40.01\|9985;2026-03-26\|39.44\|-3.12\|40.63\|40.79\|39.00\|7971;2026-03-27\|39.60\|0.41\|38.90\|39.98\|38.64\|9131;2026-03-30\|39.51\|-0.23\|39.21\|39.70\|38.68\|9905;2026-03-31\|38.59\|-2.33\|40.00\|40.13\|38.56\|9731;2026-04-01\|39.23\|1.66\|39.50\|39.80\|39.00\|7757;2026-04-02\|37.62\|-4.10\|39.00\|39.50\|37.23\|8902;2026-04-03\|37.08\|-1.44\|37.79\|37.87\|36.56\|10035;2026-04-07\|37.40\|0.86\|37.08\|38.10\|37.08\|6850;2026-04-08\|39.64\|5.99\|38.55\|39.74\|38.11\|11189;2026-04-09\|39.03\|-1.54\|39.52\|39.87\|39.02\|9707;2026-04-10\|39.44\|1.05\|39.55\|39.90\|39.26\|8716;2026-04-13\|39.30\|-0.35\|39.40\|39.88\|39.00\|9718;2026-04-14\|39.96\|1.68\|39.58\|40.38\|39.58\|11738;2026-04-15\|39.45\|-1.28\|40.04\|40.38\|39.39\|9813;2026-04-16\|39.92\|1.19\|39.88\|39.95\|39.36\|7732;2026-04-17\|41.85\|4.83\|39.72\|42.20\|39.67\|21265;2026-04-20\|43.76\|4.56\|41.80\|44.62\|41.06\|32578;2026-04-21\|44.16\|0.91\|43.44\|45.47\|42.42\|25523;2026-04-22\|45.57\|3.19\|43.89\|46.60\|42.88\|35257;2026-04-23\|43.19\|-5.22\|45.20\|45.50\|43.01\|29261;2026-04-24\|43.13\|-0.14\|42.96\|43.96\|42.71\|15679;2026-04-27\|48.13\|11.59\|43.19\|49.49\|43.19\|59732;2026-04-28\|45.49\|-5.49\|47.50\|47.50\|45.22\|28654;2026-04-29\|45.28\|-0.46\|45.26\|45.87\|44.51\|18415;2026-04-30\|45.57\|0.64\|45.40\|46.20\|44.00\|21864;2026-05-06\|46.05\|1.05\|46.30\|46.90\|45.66\|30823;2026-05-07\|46.70\|1.41\|46.00\|47.13\|45.61\|23803;2026-05-08\|45.40\|-2.78\|46.05\|46.20\|44.91\|33280;2026-05-11\|46.65\|2.75\|45.60\|47.33\|45.58\|30977;2026-05-12\|47.50\|1.82\|46.52\|47.65\|45.59\|34009;2026-05-13\|47.31\|-0.40\|46.80\|47.59\|46.01\|27433;2026-05-14\|47.46\|0.32\|47.32\|48.49\|46.66\|41498;2026-05-15\|48.18\|1.52\|47.71\|49.16\|46.60\|47157;2026-05-18\|47.80\|-0.79\|47.39\|49.50\|47.11\|39477;2026-05-19\|49.30\|3.14\|47.32\|49.46\|46.75\|45888;2026-05-20\|51.62\|4.71\|48.81\|51.91\|48.66\|64227;2026-05-21\|47.51\|-7.96\|51.01\|52.00\|47.00\|56938;2026-05-22\|48.50\|2.08\|47.77\|49.48\|47.20\|39424;2026-05-25\|51.71\|6.62\|48.69\|52.30\|47.00\|65398;2026-05-26\|51.08\|-1.22\|51.50\|52.98\|49.77\|57162;2026-05-27\|48.21\|-5.62\|51.58\|52.10\|47.90\|53573;2026-05-28\|49.11\|1.87\|48.27\|49.59\|47.28\|43662;2026-05-29\|43.98\|-10.45\|48.50\|49.23\|43.78\|58789;2026-06-01\|42.15\|-4.16\|43.92\|44.99\|42.00\|32232;2026-06-02\|41.38\|-1.83\|41.83\|42.49\|40.75\|25779;2026-06-03\|41.51\|0.31\|41.40\|42.84\|40.76\|24414;2026-06-04\|42.30\|1.90\|41.00\|43.15\|40.76\|25260;2026-06-05\|42.70\|0.95\|41.50\|44.38\|40.65\|29051;2026-06-08\|39.72\|-6.98\|40.65\|42.15\|39.26\|27508;2026-06-09\|42.00\|5.74\|40.49\|42.20\|39.73\|30509;2026-06-10\|42.79\|1.88\|41.48\|43.38\|40.98\|35285;2026-06-11\|49.06\|14.65\|42.21\|51.10\|41.99\|84499;2026-06-12\|48.91\|-0.31\|49.49\|51.47\|48.39\|78436;2026-06-15\|50.63\|3.52\|48.49\|51.96\|47.11\|63986;2026-06-16\|51.47\|1.66\|50.13\|52.42\|49.70\|65791;2026-06-17\|54.28\|5.46\|50.80\|55.55\|50.01\|80403;2026-06-18\|53.02\|-2.32\|53.64\|54.14\|52.52\|60238;2026-06-22\|52.00\|-1.92\|53.02\|53.69\|50.95\|57426;2026-06-23\|52.19\|0.37\|50.96\|53.30\|50.15\|42448;2026-06-24\|53.65\|2.80\|51.41\|53.65\|50.21\|52799;2026-06-25\|52.42\|-2.29\|53.10\|53.77\|51.83\|52767;2026-06-26\|54.22\|3.43\|51.80\|55.45\|50.63\|77533;2026-06-29\|56.29\|3.82\|56.81\|57.11\|51.20\|91971;2026-06-30\|58.38\|3.71\|56.00\|59.96\|56.00\|78504;2026-07-01\|69.24\|18.60\|59.00\|70.06\|59.00\|170274;2026-07-02\|61.02\|-11.87\|65.50\|65.78\|60.80\|129239;2026-07-03\|56.11\|-8.05\|61.02\|61.72\|56.10\|83390;2026-07-06\|55.00\|-1.98\|57.00\|57.50\|53.16\|55110;2026-07-07\|55.79\|1.44\|54.03\|56.48\|53.38\|57424;2026-07-08\|59.12\|5.97\|55.24\|60.98\|51.74\|8875932;2026-07-09\|59.56\|0.74\|60.00\|60.60\|58.37\|3949527
118556	美团发布基于国产算力训练的万亿参数大模型	拟收购恒泰柯半导体+功率半导体涨价+AI算力 1、据2026年6月29日公告，公司拟通过发行股份方式购买恒泰柯半导体100%股权并募集配套资金，6月29日复牌。本次交易旨在补足中高压功率半导体器件技术短板，形成覆盖低压至高压的完整功率器件产品体系。 2、据证券时报网2026年6月30日报道，多家功率半导体厂商将在7月1日调整产品价格，全球近20家模拟及功率半导体企业启动新一轮涨价；据2026年6月17日评级报告，公司主要从事半导体分立器件研发、生产和销售，主营小信号器件及功率器件等。 3、据2026年6月1日互动易，公司主营的高压整流桥、功率MOS等核心元器件可广泛用于AI服务器、大型算力集群等高负载电源场景，产品已由业内头部电源方案商间接进入主流AI服务器供应链，成功配套应用于算力服务器电源系统。	公司拟收购恒泰柯100%股权，标的主要从事功率半导体产品，其称产品“达到国内顶尖水准”	2026-03-02\|32.96\|-2.97\|33.23\|34.08\|32.80\|48105;2026-03-03\|32.22\|-2.25\|32.92\|34.34\|31.13\|72719;2026-03-04\|31.97\|-0.78\|31.71\|32.87\|31.40\|34424;2026-03-05\|33.18\|3.78\|32.74\|33.56\|32.59\|36451;2026-03-06\|33.99\|2.44\|33.40\|34.25\|32.49\|30700;2026-03-09\|33.16\|-2.44\|33.70\|33.70\|31.80\|32589;2026-03-10\|35.80\|7.96\|33.82\|36.69\|33.45\|54929;2026-03-11\|34.52\|-3.58\|35.80\|36.06\|34.43\|50853;2026-03-12\|33.52\|-2.90\|34.50\|35.18\|33.00\|35056;2026-03-13\|37.09\|10.65\|33.79\|39.97\|33.21\|120153;2026-03-16\|38.04\|2.56\|35.99\|38.48\|35.99\|96793;2026-03-17\|36.49\|-4.07\|37.80\|39.41\|36.42\|67718;2026-03-18\|37.01\|1.43\|36.74\|37.30\|35.80\|49988;2026-03-19\|35.80\|-3.27\|36.36\|36.99\|35.40\|40101;2026-03-20\|34.45\|-3.77\|35.99\|36.47\|34.33\|38490;2026-03-23\|32.07\|-6.91\|32.90\|34.00\|31.89\|42412;2026-03-24\|33.33\|3.93\|32.65\|33.91\|31.74\|39605;2026-03-25\|33.81\|1.44\|33.34\|34.58\|33.25\|33689;2026-03-26\|32.22\|-4.70\|33.82\|33.86\|32.10\|28335;2026-03-27\|32.21\|-0.03\|31.66\|32.86\|31.40\|19942;2026-03-30\|31.47\|-2.30\|31.51\|31.59\|30.47\|29279;2026-03-31\|30.65\|-2.61\|31.18\|32.10\|30.65\|23642;2026-04-01\|31.94\|4.21\|31.38\|32.14\|31.32\|24896;2026-04-02\|32.88\|2.94\|31.80\|34.84\|31.80\|50842;2026-04-03\|32.25\|-1.92\|33.19\|33.59\|31.92\|28119;2026-04-07\|33.85\|4.96\|32.17\|34.33\|32.17\|39013;2026-04-08\|35.60\|5.17\|34.51\|35.78\|34.34\|33754;2026-04-09\|35.54\|-0.17\|35.13\|36.00\|34.99\|28858;2026-04-10\|36.18\|1.80\|36.00\|37.48\|35.95\|37345;2026-04-13\|35.62\|-1.55\|35.98\|36.47\|34.78\|30733;2026-04-14\|35.89\|0.76\|36.07\|36.50\|35.35\|30254;2026-04-15\|35.96\|0.20\|36.09\|36.88\|35.50\|27376;2026-04-16\|36.52\|1.56\|35.90\|36.57\|35.69\|22832;2026-04-17\|37.40\|2.41\|36.60\|37.68\|36.27\|34684;2026-04-20\|37.07\|-0.88\|37.40\|37.72\|36.69\|23185;2026-04-21\|36.90\|-0.46\|37.18\|37.18\|35.81\|20432;2026-04-22\|37.72\|2.22\|36.68\|37.90\|36.61\|24092;2026-04-23\|38.30\|1.54\|38.98\|39.99\|37.72\|65632;2026-04-24\|40.00\|4.44\|38.30\|40.88\|38.06\|65358;2026-04-27\|39.66\|-0.85\|40.76\|41.16\|39.16\|47546;2026-04-28\|38.97\|-1.74\|40.00\|40.40\|38.52\|36713;2026-04-29\|38.91\|-0.15\|38.39\|39.12\|37.83\|32566;2026-04-30\|39.09\|0.46\|38.79\|40.11\|38.67\|40049;2026-05-06\|39.00\|-0.23\|39.42\|40.47\|38.66\|53299;2026-05-07\|40.08\|2.77\|39.35\|40.08\|38.44\|42300;2026-05-08\|39.64\|-1.10\|39.68\|39.79\|38.88\|29923;2026-05-11\|40.12\|1.21\|39.99\|41.08\|39.77\|42468;2026-05-12\|39.85\|-0.67\|40.15\|40.76\|39.20\|28278;2026-05-13\|40.25\|1.00\|39.78\|40.70\|38.82\|38055;2026-05-14\|42.07\|4.52\|40.31\|43.15\|40.04\|65104;2026-05-15\|43.33\|3.00\|41.99\|45.00\|41.62\|68170;2026-05-18\|42.56\|-1.78\|42.77\|43.95\|40.68\|57812;2026-05-19\|43.39\|1.95\|42.47\|43.56\|40.70\|48196;2026-05-20\|44.15\|1.75\|43.39\|44.94\|42.91\|53578;2026-05-21\|40.50\|-8.27\|44.51\|44.98\|40.33\|60152;2026-05-22\|42.00\|3.70\|41.03\|42.28\|40.30\|41272;2026-05-25\|43.76\|4.19\|41.72\|44.30\|40.91\|46937;2026-05-26\|43.98\|0.50\|44.29\|44.50\|42.63\|52704;2026-05-27\|41.90\|-4.73\|43.55\|45.10\|40.99\|63305;2026-05-28\|43.05\|2.74\|41.91\|43.48\|40.92\|48422;2026-05-29\|38.75\|-9.99\|43.55\|43.55\|38.59\|64321;2026-06-01\|39.74\|2.55\|38.57\|40.85\|38.35\|55617;2026-06-02\|38.63\|-2.79\|39.46\|40.29\|38.22\|29186;2026-06-03\|39.61\|2.54\|38.63\|40.19\|38.52\|32257;2026-06-04\|40.13\|1.31\|39.40\|41.12\|39.00\|24654;2026-06-05\|40.42\|0.72\|39.60\|41.44\|39.11\|23850;2026-06-08\|37.80\|-6.48\|39.16\|39.57\|36.90\|38480;2026-06-09\|39.43\|4.31\|38.31\|39.60\|37.05\|30026;2026-06-10\|42.85\|8.67\|39.04\|42.88\|38.50\|54529;2026-06-11\|46.82\|9.26\|42.00\|47.24\|41.80\|77972;2026-06-29\|55.88\|19.99\|55.88\|55.88\|55.88\|15646;2026-06-30\|64.72\|15.82\|66.00\|66.00\|58.47\|207077;2026-07-01\|77.50\|19.75\|59.95\|77.66\|59.95\|259000;2026-07-02\|80.00\|3.23\|69.96\|85.06\|68.01\|181869;2026-07-03\|68.03\|-14.96\|78.00\|79.00\|67.00\|158489;2026-07-06\|80.75\|18.70\|69.00\|80.80\|69.00\|163433;2026-07-07\|75.15\|-6.93\|78.22\|78.68\|71.68\|123987;2026-07-08\|66.80\|-11.11\|75.79\|75.79\|65.15\|12882777;2026-07-09\|64.36\|-3.65\|66.66\|69.88\|63.20\|8233305
118555	美团发布基于国产算力训练的万亿参数大模型	半导体材料+硅烷偶联剂+橡胶助剂 1、据2026年7月1日互动易，公司生产的硅烷偶联剂除用于橡胶助剂外，还可用于玻纤及树脂等领域。 2、据2026年5月23日公告及2026年6月5日互动易，公司拟收购的波米科技产品包含应用于第三代半导体及先进封装的光敏性聚酰亚胺涂层材料。 3、据2026年3月27日年报，公司是全球橡胶助剂产品序列最齐全的供应商之一，防焦剂CTP产销量约占全球60%以上市场份额，不溶性硫磺市场份额国内第一。	公司拟收购的波米科技产品包含应用于第三代半导体及先进封装的光敏性聚酰亚胺涂层材料	2026-03-02\|13.73\|-1.15\|13.72\|14.03\|13.64\|105899;2026-03-03\|13.80\|0.51\|13.82\|14.32\|13.73\|271978;2026-03-04\|13.59\|-1.52\|13.62\|13.98\|13.50\|150553;2026-03-05\|13.75\|1.18\|13.88\|13.96\|13.61\|127012;2026-03-06\|13.95\|1.45\|13.65\|14.01\|13.65\|133425;2026-03-09\|13.45\|-3.58\|13.79\|13.90\|13.28\|165193;2026-03-10\|13.42\|-0.22\|13.48\|13.64\|13.31\|134285;2026-03-11\|13.48\|0.45\|13.42\|13.60\|13.33\|120355;2026-03-12\|13.62\|1.04\|13.46\|13.97\|13.35\|185776;2026-03-13\|14.08\|3.38\|13.52\|14.18\|13.51\|285608;2026-03-16\|14.80\|5.11\|14.00\|15.50\|13.98\|576959;2026-03-17\|14.15\|-4.39\|14.55\|14.70\|14.12\|314826;2026-03-18\|13.69\|-3.25\|14.15\|14.30\|13.44\|266654;2026-03-19\|13.22\|-3.43\|13.38\|13.86\|13.14\|208946;2026-03-20\|12.88\|-2.57\|13.33\|13.61\|12.88\|245321;2026-03-23\|11.55\|-10.33\|12.27\|12.51\|11.50\|285100;2026-03-24\|11.86\|2.68\|11.88\|11.97\|11.42\|135765;2026-03-25\|12.01\|1.26\|11.90\|12.08\|11.84\|95938;2026-03-26\|11.69\|-2.66\|11.99\|12.08\|11.62\|86447;2026-03-27\|12.13\|3.76\|11.50\|12.18\|11.47\|129243;2026-03-30\|12.12\|-0.08\|11.99\|12.32\|11.90\|105222;2026-03-31\|11.62\|-4.13\|12.12\|12.17\|11.62\|103012;2026-04-01\|11.98\|3.10\|11.88\|11.99\|11.81\|73788;2026-04-02\|11.61\|-3.09\|11.95\|11.95\|11.52\|71743;2026-04-03\|11.33\|-2.41\|11.62\|11.63\|11.32\|68039;2026-04-07\|11.76\|3.80\|11.41\|11.80\|11.34\|91646;2026-04-08\|12.13\|3.15\|11.96\|12.14\|11.81\|90354;2026-04-09\|12.63\|4.12\|12.12\|12.96\|11.96\|256386;2026-04-10\|12.82\|1.50\|12.81\|13.46\|12.81\|251225;2026-04-13\|12.47\|-2.73\|12.72\|12.81\|12.37\|137792;2026-04-14\|12.84\|2.97\|12.56\|12.98\|12.40\|135535;2026-04-15\|12.46\|-2.96\|12.83\|12.83\|12.42\|105385;2026-04-16\|12.62\|1.28\|12.46\|12.67\|12.32\|73880;2026-04-17\|12.93\|2.46\|12.58\|13.01\|12.44\|123679;2026-04-20\|12.91\|-0.15\|12.99\|13.01\|12.81\|98973;2026-04-21\|12.84\|-0.54\|12.82\|12.94\|12.75\|95604;2026-04-22\|13.04\|1.56\|12.85\|13.05\|12.79\|114982;2026-04-23\|12.51\|-4.06\|12.78\|12.84\|12.45\|126806;2026-04-24\|12.53\|0.16\|12.41\|12.77\|12.41\|96152;2026-04-27\|12.87\|2.71\|12.46\|13.09\|12.45\|152194;2026-04-28\|12.55\|-2.49\|12.71\|12.75\|12.48\|105829;2026-04-29\|12.65\|0.80\|12.46\|12.69\|12.35\|75436;2026-04-30\|12.33\|-2.53\|12.58\|12.66\|12.22\|102179;2026-05-06\|12.41\|0.65\|12.35\|12.52\|12.33\|90518;2026-05-07\|12.42\|0.08\|12.49\|12.55\|12.28\|97663;2026-05-08\|12.22\|-1.61\|12.35\|12.36\|12.15\|100237;2026-05-11\|12.68\|3.76\|12.27\|12.78\|12.27\|169844;2026-05-12\|12.48\|-1.58\|12.67\|12.67\|12.21\|147957;2026-05-13\|12.55\|0.56\|12.40\|12.60\|12.22\|110619;2026-05-14\|13.51\|7.65\|12.61\|13.96\|12.54\|551284;2026-05-15\|13.21\|-2.22\|13.40\|13.67\|13.09\|286119;2026-05-18\|13.01\|-0.91\|13.11\|13.22\|12.72\|172369;2026-05-19\|13.22\|1.61\|12.93\|13.33\|12.85\|174873;2026-05-20\|12.96\|-1.97\|13.36\|13.63\|12.89\|193400;2026-05-21\|12.16\|-6.17\|12.94\|13.19\|12.11\|216613;2026-05-22\|12.54\|3.12\|12.17\|12.65\|12.09\|139021;2026-05-25\|12.82\|2.23\|12.60\|13.10\|12.26\|182793;2026-05-26\|12.08\|-5.77\|12.74\|12.82\|11.92\|181285;2026-05-27\|11.60\|-3.97\|12.00\|12.12\|11.50\|142005;2026-05-28\|11.80\|1.72\|11.61\|11.87\|11.58\|92165;2026-05-29\|11.03\|-6.53\|11.80\|11.80\|10.91\|185394;2026-06-01\|11.35\|2.90\|10.94\|11.50\|10.92\|120292;2026-06-02\|11.49\|1.23\|11.30\|11.84\|11.11\|117351;2026-06-03\|12.20\|6.18\|11.43\|12.26\|11.43\|254271;2026-06-04\|12.42\|1.80\|12.05\|12.60\|12.00\|178673;2026-06-05\|13.21\|6.36\|12.30\|13.85\|12.26\|385668;2026-06-08\|12.80\|-3.10\|13.21\|13.53\|12.69\|268680;2026-06-09\|13.29\|3.83\|12.81\|13.60\|12.75\|236457;2026-06-10\|13.37\|0.60\|13.03\|13.82\|13.03\|184141;2026-06-11\|13.56\|1.42\|13.36\|14.41\|13.19\|254558;2026-06-12\|12.73\|-6.12\|13.67\|13.67\|12.66\|309073;2026-06-15\|11.43\|-10.21\|11.44\|12.25\|11.15\|542599;2026-06-16\|12.04\|5.34\|11.32\|12.15\|11.17\|374797;2026-06-17\|12.55\|4.24\|11.86\|12.94\|11.80\|346147;2026-06-18\|11.97\|-4.62\|12.28\|12.48\|11.91\|196484;2026-06-22\|13.25\|10.69\|11.99\|13.27\|11.94\|378741;2026-06-23\|12.76\|-3.70\|13.20\|13.25\|12.72\|204907;2026-06-24\|12.71\|-0.39\|12.69\|12.99\|12.37\|175333;2026-06-25\|12.05\|-5.19\|12.60\|13.00\|11.93\|219670;2026-06-26\|12.15\|0.83\|11.85\|12.56\|11.66\|219685;2026-06-29\|11.79\|-2.96\|12.11\|12.59\|11.56\|213458;2026-06-30\|12.60\|6.87\|11.69\|12.61\|11.37\|242672;2026-07-01\|15.12\|20.00\|12.49\|15.12\|12.45\|1018714;2026-07-02\|14.41\|-4.70\|14.80\|14.80\|13.95\|844720;2026-07-03\|13.54\|-6.04\|14.70\|14.91\|13.51\|535727;2026-07-06\|12.88\|-4.87\|13.81\|13.95\|12.81\|354128;2026-07-07\|12.97\|0.70\|12.71\|13.50\|12.51\|487387;2026-07-08\|11.76\|-9.33\|12.85\|13.24\|11.76\|422276;2026-07-09\|11.68\|-0.68\|11.80\|12.12\|11.47\|179154
118554	美团发布基于国产算力训练的万亿参数大模型	半导体硅材料+太空光伏+HJT硅片行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月25日投资者关系管理信息，公司已明确全力转型半导体硅材料的核心发展战略，半导体专用硅棒产品已获客户认可，订单规模稳定增长，并已实现相关营收与利润落地，后续将快速扩产。 2、据2026年6月25日投资者关系管理信息，公司已通过送样/订单等形式，向迈为股份、东方日升、通威太阳能等知名光伏企业及部分海外客户供应太空光伏专用硅片，产品品质与实际表现得到客户高度认可。 3、据2026年4月28日年报，公司光伏主业深耕高效N型单晶硅片和异质结HJT专用硅片，已形成从拉晶、切片到HJT专业硅片的完整技术闭环，具备差异化竞争优势。	控股子公司鸿新新能源成功实现超大尺寸半导体专用硅棒产品的研发、拉制与供应，最大直径可达450mm，在半导体设备用硅部件领域取得新突破	2026-03-02\|7.51\|-6.12\|7.78\|7.95\|7.50\|405542;2026-03-03\|7.55\|0.53\|7.64\|8.13\|7.51\|590405;2026-03-04\|7.40\|-1.99\|7.26\|7.60\|7.18\|407515;2026-03-05\|7.14\|-3.51\|7.60\|7.64\|7.05\|462279;2026-03-06\|7.48\|4.76\|7.08\|7.55\|7.02\|451915;2026-03-09\|7.53\|0.67\|7.50\|7.56\|7.33\|338468;2026-03-10\|7.70\|2.26\|7.48\|7.74\|7.45\|297345;2026-03-11\|7.57\|-1.69\|7.79\|7.79\|7.54\|278472;2026-03-12\|7.41\|-2.11\|7.60\|7.93\|7.40\|411585;2026-03-13\|7.72\|4.18\|7.70\|8.10\|7.46\|813780;2026-03-16\|7.49\|-2.98\|7.55\|7.76\|7.43\|452321;2026-03-17\|8.25\|10.15\|7.55\|8.89\|7.55\|1224891;2026-03-18\|7.98\|-3.27\|8.18\|8.23\|7.74\|900271;2026-03-19\|7.39\|-7.39\|7.90\|7.94\|7.39\|721635;2026-03-20\|7.49\|1.35\|7.33\|8.11\|7.29\|728301;2026-03-23\|8.99\|20.03\|7.25\|8.99\|7.25\|1850512;2026-03-24\|9.06\|0.78\|9.53\|9.95\|8.60\|1772917;2026-03-25\|8.63\|-4.75\|8.97\|9.07\|8.59\|1204710;2026-03-26\|8.16\|-5.45\|8.62\|8.93\|8.15\|1135433;2026-03-27\|8.12\|-0.49\|7.93\|8.24\|7.86\|804556;2026-03-30\|7.89\|-2.83\|7.91\|8.00\|7.47\|746148;2026-03-31\|7.50\|-4.94\|7.77\|7.98\|7.45\|623534;2026-04-01\|7.74\|3.20\|7.63\|7.81\|7.50\|581652;2026-04-02\|7.24\|-6.46\|7.60\|7.73\|7.17\|561984;2026-04-03\|6.68\|-7.73\|7.24\|7.28\|6.64\|496628;2026-04-07\|6.66\|-0.30\|6.61\|6.79\|6.55\|272689;2026-04-08\|6.96\|4.50\|6.81\|7.00\|6.75\|394995;2026-04-09\|6.67\|-4.17\|6.88\|6.88\|6.67\|312734;2026-04-10\|6.77\|1.50\|6.75\|6.84\|6.68\|263342;2026-04-13\|6.97\|2.95\|6.92\|7.09\|6.75\|463958;2026-04-14\|6.84\|-1.87\|6.92\|6.92\|6.75\|306611;2026-04-15\|6.69\|-2.19\|6.82\|6.85\|6.67\|218694;2026-04-16\|6.73\|0.60\|6.67\|6.76\|6.63\|217774;2026-04-17\|6.70\|-0.45\|6.68\|6.74\|6.56\|254023;2026-04-20\|6.84\|2.09\|6.69\|6.88\|6.65\|264969;2026-04-21\|6.78\|-0.88\|6.80\|6.95\|6.73\|196624;2026-04-22\|6.64\|-2.06\|6.73\|6.73\|6.62\|204123;2026-04-23\|6.36\|-4.22\|6.63\|6.70\|6.26\|295484;2026-04-24\|6.43\|1.10\|6.33\|6.49\|6.31\|163489;2026-04-27\|6.48\|0.78\|6.40\|6.48\|6.22\|169179;2026-04-28\|6.21\|-4.17\|6.36\|6.38\|6.12\|225362;2026-04-29\|6.40\|3.06\|6.19\|6.49\|6.14\|194858;2026-04-30\|6.44\|0.62\|6.35\|6.45\|6.33\|134127;2026-05-06\|6.56\|1.86\|6.45\|6.57\|6.41\|167417;2026-05-07\|6.89\|5.03\|6.53\|6.98\|6.52\|427387;2026-05-08\|7.32\|6.24\|6.75\|7.40\|6.68\|668008;2026-05-11\|7.34\|0.27\|7.32\|7.40\|7.23\|397044;2026-05-12\|7.12\|-3.00\|7.33\|7.44\|7.05\|294985;2026-05-13\|7.25\|1.83\|7.06\|7.32\|7.04\|275907;2026-05-14\|7.12\|-1.79\|7.28\|7.40\|7.12\|252286;2026-05-15\|6.98\|-1.97\|7.09\|7.21\|6.88\|268509;2026-05-18\|6.87\|-1.58\|6.94\|6.94\|6.77\|163844;2026-05-19\|6.86\|-0.15\|6.87\|7.01\|6.78\|168268;2026-05-20\|6.68\|-2.62\|6.81\|6.84\|6.63\|198488;2026-05-21\|6.30\|-5.69\|6.74\|6.79\|6.28\|217432;2026-05-22\|6.42\|1.90\|6.33\|6.47\|6.25\|155707;2026-05-25\|6.22\|-3.12\|6.44\|6.50\|6.18\|151360;2026-05-26\|6.14\|-1.29\|6.22\|6.40\|5.99\|252809;2026-05-27\|6.20\|0.98\|6.15\|6.48\|6.10\|294777;2026-05-28\|6.51\|5.00\|6.14\|6.55\|6.00\|315535;2026-05-29\|6.07\|-6.76\|6.48\|6.50\|6.03\|282271;2026-06-01\|6.08\|0.16\|6.10\|6.25\|6.03\|154879;2026-06-02\|5.88\|-3.29\|6.08\|6.09\|5.81\|191349;2026-06-03\|5.90\|0.34\|5.88\|5.98\|5.80\|132606;2026-06-04\|5.87\|-0.51\|5.85\|5.96\|5.74\|121296;2026-06-05\|6.15\|4.77\|5.90\|6.27\|5.85\|260447;2026-06-08\|5.72\|-6.99\|6.02\|6.05\|5.70\|209616;2026-06-09\|5.76\|0.70\|5.73\|5.89\|5.62\|149374;2026-06-10\|5.62\|-2.43\|5.70\|5.70\|5.45\|182949;2026-06-11\|6.42\|14.23\|5.72\|6.73\|5.69\|599842;2026-06-12\|6.08\|-5.30\|6.54\|6.62\|5.94\|508197;2026-06-15\|6.07\|-0.16\|5.97\|6.14\|5.88\|276107;2026-06-16\|6.14\|1.15\|6.05\|6.22\|5.81\|287987;2026-06-17\|6.01\|-2.12\|6.06\|6.15\|5.94\|211736;2026-06-18\|5.75\|-4.33\|6.00\|6.00\|5.71\|192329;2026-06-22\|5.68\|-1.22\|5.70\|5.79\|5.51\|155150;2026-06-23\|5.58\|-1.76\|5.66\|5.73\|5.56\|128824;2026-06-24\|5.60\|0.36\|5.51\|5.68\|5.40\|142458;2026-06-25\|5.66\|1.07\|5.91\|6.00\|5.58\|150042;2026-06-26\|5.87\|3.71\|5.60\|6.20\|5.53\|297333;2026-06-29\|6.08\|3.58\|5.73\|6.23\|5.65\|298686;2026-06-30\|5.84\|-3.95\|6.00\|6.06\|5.79\|228607;2026-07-01\|7.01\|20.03\|5.88\|7.01\|5.61\|988216;2026-07-02\|7.45\|6.28\|7.10\|8.14\|6.85\|1189729;2026-07-03\|7.79\|4.56\|7.44\|8.38\|7.19\|968558;2026-07-06\|7.69\|-1.28\|7.99\|8.47\|7.68\|724124;2026-07-07\|7.36\|-4.29\|7.48\|7.86\|7.21\|484527;2026-07-08\|7.05\|-4.21\|7.48\|7.53\|7.01\|325149;2026-07-09\|6.76\|-4.11\|7.16\|7.26\|6.70\|246180

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