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
116944	建滔积层板再度涨价	感光干膜+高性能光学材料+PCB概念行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日互动易，公司在集成电路领域的主要产品感光干膜系列产品已实现小批量出货，正在持续进行多元化客户开拓及验证中；据2026年6月10日投资者关系活动记录表，感光干膜是PCB制程中的核心图形转移材料，公司产品具备高解析、强附着等优势。 2、据2026年6月10日投资者关系活动记录表，公司位于张家港的“高性能光学和集成电路高分子材料项目”预计将于今年年内开工建设；据2025年年报，公司高性能光学材料主要应用于OLED/LCD等主流显示面板或其生产过程。 3、据2025年年报，公司主营功能性电子材料和高性能光学材料，产品广泛应用于AI智能硬件、汽车电子等领域，2025年实现营业收入10.87亿元，同比增长36.75%。	公司在集成电路领域的主要产品感光干膜系列产品已实现小批量出货，正在持续进行多元化客户开拓及验证中，感光干膜是PCB制程中的核心图形转移材料，公司产品具备高解析、强附着等优势	2026-05-11\|32.44\|-0.22\|32.51\|32.80\|32.25\|31725;2026-05-12\|31.51\|-2.87\|32.49\|32.49\|31.42\|31793;2026-05-13\|33.22\|5.43\|31.46\|33.84\|31.27\|41206;2026-05-14\|33.68\|1.38\|33.63\|34.25\|32.62\|47363;2026-05-15\|32.92\|-2.26\|33.63\|33.76\|32.71\|38593;2026-05-18\|32.69\|-0.70\|33.12\|33.28\|32.30\|27899;2026-05-19\|32.95\|0.80\|32.91\|33.33\|32.22\|28244;2026-05-20\|33.42\|1.43\|32.66\|33.49\|32.53\|29946;2026-05-21\|31.63\|-5.36\|33.60\|34.00\|31.42\|40108;2026-05-22\|32.81\|3.73\|31.86\|33.09\|31.86\|34460;2026-05-25\|34.75\|5.91\|33.01\|35.85\|32.82\|64353;2026-05-26\|34.14\|-1.76\|34.65\|34.82\|33.55\|42946;2026-05-27\|35.11\|2.84\|33.92\|35.98\|33.57\|87868;2026-05-28\|35.09\|0.80\|34.80\|35.53\|33.90\|70474;2026-05-29\|31.45\|-10.37\|35.01\|35.05\|31.25\|77791;2026-06-01\|30.42\|-3.27\|31.63\|32.11\|30.33\|37230;2026-06-02\|30.77\|1.15\|30.50\|31.33\|30.05\|30000;2026-06-03\|29.25\|-4.94\|30.76\|31.20\|28.98\|49218;2026-06-04\|28.60\|-2.22\|29.08\|29.14\|28.38\|31481;2026-06-05\|29.40\|2.80\|28.60\|30.76\|27.27\|59905;2026-06-08\|27.68\|-5.85\|28.61\|28.61\|27.30\|41268;2026-06-09\|29.23\|5.60\|28.02\|29.28\|27.70\|32609;2026-06-10\|28.28\|-3.25\|29.17\|29.17\|27.86\|26223;2026-06-11\|27.96\|-1.13\|28.17\|28.70\|27.70\|23764;2026-06-12\|27.18\|-2.79\|28.51\|28.83\|26.81\|46605;2026-06-15\|28.55\|5.04\|27.36\|28.90\|27.36\|44609;2026-06-16\|29.07\|1.82\|28.74\|29.58\|28.12\|29023;2026-06-17\|29.97\|3.10\|29.07\|30.38\|28.81\|33677;2026-06-18\|29.82\|-0.50\|30.06\|30.40\|29.80\|33115;2026-06-22\|29.58\|-0.80\|30.06\|30.47\|28.26\|49681;2026-06-23\|29.00\|-1.96\|29.50\|30.04\|28.77\|31605;2026-06-24\|28.93\|-0.24\|28.88\|29.09\|28.13\|29130;2026-06-25\|34.72\|20.01\|29.53\|34.72\|29.00\|147950;2026-06-26\|36.32\|4.61\|34.61\|37.39\|34.01\|167075;2026-06-29\|34.59\|-4.76\|36.70\|37.25\|33.01\|119218;2026-06-30\|36.90\|6.68\|34.50\|38.86\|34.39\|107548;2026-07-01\|36.03\|-2.36\|37.20\|37.66\|35.55\|91750;2026-07-02\|34.17\|-5.16\|35.78\|35.78\|34.02\|64206;2026-07-03\|33.35\|-2.40\|33.98\|34.84\|33.20\|55940;2026-07-06\|31.74\|-4.83\|33.57\|33.68\|31.03\|61357;2026-07-07\|32.27\|1.67\|31.60\|32.68\|31.06\|46808;2026-07-08\|30.20\|-6.41\|32.34\|32.48\|30.19\|46620;2026-07-09\|30.80\|1.99\|30.20\|30.90\|28.95\|50297;2026-07-10\|30.59\|-0.68\|30.82\|33.44\|30.57\|64902;2026-07-13\|28.51\|-6.80\|30.16\|30.62\|28.38\|45814;2026-07-14\|28.19\|-1.12\|28.59\|28.80\|27.07\|40216;2026-07-15\|27.62\|-2.02\|28.45\|28.66\|27.26\|27975;2026-07-16\|27.86\|0.87\|27.21\|28.29\|27.10\|26183;2026-07-17\|27.50\|-1.29\|27.67\|28.55\|27.19\|35143;2026-07-20\|25.39\|-7.67\|27.28\|27.85\|24.88\|46641;2026-07-21\|26.34\|3.74\|25.60\|26.35\|24.13\|36939;2026-07-22\|24.80\|-5.85\|26.25\|26.25\|24.74\|35625;2026-07-23\|25.01\|0.85\|24.77\|25.17\|24.40\|20456;2026-07-24\|24.53\|-1.92\|24.61\|25.12\|24.44\|15166;2026-07-27\|24.86\|1.35\|24.40\|24.93\|24.15\|26314;2026-07-28\|25.13\|1.09\|24.46\|25.46\|24.46\|24213;2026-07-29\|26.16\|4.10\|25.16\|26.22\|24.63\|28244;2026-07-30\|25.81\|-1.34\|25.76\|26.83\|25.73\|23012;2026-07-31\|26.04\|0.89\|26.49\|26.88\|25.95\|25423;2026-08-03\|26.22\|0.69\|25.82\|26.47\|25.81\|12662;2026-08-04\|26.80\|2.21\|26.23\|27.10\|26.23\|17005;2026-08-05\|27.12\|1.19\|26.79\|27.26\|26.70\|24794;2026-08-06\|26.66\|-1.70\|26.80\|27.09\|26.43\|19736;2026-08-07\|27.42\|2.85\|26.65\|27.62\|26.28\|29157;2026-08-10\|26.90\|-1.90\|27.55\|27.55\|26.75\|26035;2026-08-11\|26.50\|-1.49\|26.90\|26.90\|26.36\|18247;2026-08-12\|26.55\|0.19\|26.49\|26.85\|26.41\|13846;2026-08-13\|26.66\|0.41\|26.72\|27.10\|26.40\|23045;2026-08-14\|26.73\|0.26\|26.90\|26.90\|26.31\|19834;2026-08-17\|27.33\|2.24\|26.92\|27.50\|26.64\|32496;2026-08-18\|26.72\|-2.23\|27.30\|27.38\|26.41\|28567;2026-08-19\|25.44\|-4.79\|26.17\|26.36\|25.28\|23839;2026-08-20\|25.33\|-0.43\|25.44\|25.99\|25.10\|18089;2026-08-21\|25.34\|0.04\|25.09\|25.70\|24.77\|15907;2026-08-24\|24.88\|-1.82\|25.58\|25.58\|24.49\|13707;2026-08-25\|21.51\|-13.54\|21.98\|21.98\|20.03\|92362;2026-08-26\|20.92\|-2.74\|21.10\|21.45\|20.84\|46941;2026-08-27\|21.34\|2.01\|20.92\|21.44\|20.86\|31350;2026-08-28\|21.85\|2.39\|21.36\|22.26\|21.26\|33379;2026-08-31\|22.33\|2.20\|21.65\|22.56\|21.62\|31988;2026-09-01\|22.23\|-0.45\|22.38\|22.47\|22.03\|21205;2026-09-02\|21.80\|-1.93\|22.09\|22.15\|21.73\|12177;2026-09-03\|21.59\|-0.96\|21.85\|22.05\|21.53\|15085;2026-09-04\|21.43\|-0.74\|21.80\|21.97\|21.34\|16045;2026-09-07\|21.75\|1.49\|21.54\|21.91\|21.31\|21032;2026-09-08\|21.67\|-0.37\|21.60\|21.94\|21.23\|16749;2026-09-09\|21.84\|0.78\|21.75\|21.92\|21.53\|13735;2026-09-10\|21.45\|-1.79\|21.60\|21.77\|21.38\|11350;2026-09-11\|21.08\|-1.72\|21.33\|21.43\|20.70\|16969;2026-09-14\|22.45\|6.50\|21.08\|22.78\|20.85\|36935
116943	建滔积层板再度涨价	PCB概念+磷系阻燃剂+泰国基地投产行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月15日互动易，随着汽车电子、数据中心等领域需求扩张，带动覆铜板行业需求向好，利好覆铜板配套阻燃剂产品市场需求，公司覆铜板阻燃剂业务目前处于发展初期；据2026年3月24日年报，公司覆铜板阻燃剂已实现投产。 2、据2026年4月1日业绩说明会，公司是全球磷系阻燃剂龙头企业，深耕该领域近30年，将通过优化BDP等产品工艺、拓展覆铜板及5G通信等新兴应用领域巩固市场地位。 3、据2026年4月1日机构调研，公司泰国基地年产3.2万吨磷酸酯阻燃剂项目已进入设备安装阶段，计划2026年上半年试生产；据2026年4月30日公告，2026年一季度营收9.80亿元，同比增长26.35%。	磷系阻燃剂全球龙头，新型尼龙阻燃剂、覆铜板阻燃剂、PCB光刻胶用树脂等多款新产品已在不同生产基地顺利投产	2026-05-11\|15.89\|5.93\|15.00\|15.98\|15.00\|405628;2026-05-12\|15.17\|-4.53\|15.92\|15.96\|15.00\|294584;2026-05-13\|14.90\|-1.78\|15.14\|15.17\|14.68\|143933;2026-05-14\|14.95\|0.34\|14.90\|15.41\|14.80\|136985;2026-05-15\|14.55\|-2.68\|15.00\|15.18\|14.39\|124823;2026-05-18\|14.40\|-1.03\|14.51\|14.90\|14.30\|108095;2026-05-19\|14.55\|1.04\|14.41\|14.60\|14.04\|92845;2026-05-20\|13.86\|-4.74\|14.46\|14.52\|13.75\|123809;2026-05-21\|13.29\|-4.11\|13.70\|13.98\|13.25\|128407;2026-05-22\|13.62\|2.48\|13.39\|13.77\|13.22\|65246;2026-05-25\|14.98\|9.99\|13.72\|14.98\|13.62\|172756;2026-05-26\|15.92\|6.28\|15.21\|16.48\|15.00\|430695;2026-05-27\|15.43\|-3.08\|15.93\|16.15\|15.38\|251433;2026-05-28\|15.37\|-0.39\|15.45\|15.91\|15.18\|160575;2026-05-29\|14.82\|-3.58\|15.38\|15.41\|14.60\|143156;2026-06-01\|14.57\|-1.69\|14.63\|14.85\|14.38\|112209;2026-06-02\|14.49\|-0.55\|14.57\|15.05\|14.05\|134739;2026-06-03\|14.32\|-1.10\|14.66\|14.80\|14.13\|123038;2026-06-04\|13.87\|-3.14\|14.09\|14.22\|13.73\|99772;2026-06-05\|13.99\|0.87\|14.13\|14.50\|13.52\|138124;2026-06-08\|13.70\|-2.07\|13.88\|15.04\|13.59\|261459;2026-06-09\|13.85\|1.09\|14.16\|14.16\|13.29\|151516;2026-06-10\|13.44\|-2.96\|13.84\|14.07\|13.40\|167181;2026-06-11\|14.01\|4.24\|13.30\|14.35\|13.11\|209614;2026-06-12\|13.23\|-5.57\|13.94\|14.35\|13.18\|163820;2026-06-15\|14.00\|5.82\|13.46\|14.13\|13.43\|158776;2026-06-16\|14.37\|2.64\|14.06\|14.88\|13.87\|146584;2026-06-17\|14.24\|-0.90\|14.25\|14.58\|14.14\|140624;2026-06-18\|13.73\|-3.58\|14.17\|14.19\|13.67\|124150;2026-06-22\|13.81\|0.58\|13.95\|14.04\|13.33\|156865;2026-06-23\|14.51\|5.07\|13.77\|14.80\|13.71\|179434;2026-06-24\|14.12\|-2.69\|14.41\|14.85\|13.93\|139352;2026-06-25\|15.53\|9.99\|14.09\|15.53\|13.71\|260239;2026-06-26\|16.61\|6.95\|15.79\|16.99\|15.55\|538352;2026-06-29\|17.59\|5.90\|16.44\|18.27\|16.44\|475728;2026-06-30\|18.12\|3.01\|17.30\|18.25\|16.82\|410697;2026-07-01\|18.50\|2.10\|17.94\|18.73\|17.48\|309880;2026-07-02\|17.82\|-3.68\|17.86\|18.64\|17.78\|223825;2026-07-03\|16.88\|-5.28\|17.82\|17.91\|16.87\|250550;2026-07-06\|16.24\|-3.79\|16.89\|16.95\|16.15\|213050;2026-07-07\|15.88\|-2.22\|15.92\|16.68\|15.74\|135630;2026-07-08\|15.33\|-3.46\|15.97\|16.22\|14.85\|149844;2026-07-09\|15.62\|1.89\|15.61\|15.70\|14.97\|109884;2026-07-10\|15.09\|-3.39\|16.35\|17.18\|15.05\|349617;2026-07-13\|14.61\|-3.18\|14.80\|16.00\|14.55\|232159;2026-07-14\|14.29\|-2.19\|14.46\|14.84\|13.77\|176360;2026-07-15\|13.00\|-9.03\|13.89\|14.53\|12.89\|243057;2026-07-16\|11.90\|-8.46\|13.00\|13.00\|11.72\|184647;2026-07-17\|11.15\|-6.30\|11.80\|12.09\|11.00\|180969;2026-07-20\|10.06\|-9.78\|11.17\|11.36\|10.04\|215799;2026-07-21\|10.22\|1.59\|10.13\|10.32\|9.41\|181303;2026-07-22\|10.13\|-0.88\|10.20\|10.35\|9.96\|131554;2026-07-23\|10.18\|0.49\|10.02\|10.57\|10.02\|115630;2026-07-24\|9.92\|-2.55\|10.10\|10.23\|9.84\|91902;2026-07-27\|10.20\|2.82\|9.89\|10.45\|9.85\|97118;2026-07-28\|9.96\|-2.35\|10.20\|10.45\|9.93\|104108;2026-07-29\|9.97\|0.10\|9.94\|10.07\|9.63\|110695;2026-07-30\|9.63\|-3.41\|9.84\|9.98\|9.52\|105845;2026-07-31\|9.88\|2.60\|9.74\|10.19\|9.74\|115645;2026-08-03\|10.09\|2.13\|9.86\|10.15\|9.86\|86566;2026-08-04\|10.23\|1.39\|10.19\|10.30\|10.08\|86244;2026-08-05\|10.61\|3.71\|10.25\|10.74\|10.22\|107644;2026-08-06\|10.79\|1.70\|10.54\|10.79\|10.47\|81316;2026-08-07\|10.90\|1.02\|10.79\|10.99\|10.56\|111256;2026-08-10\|11.35\|4.13\|10.93\|11.36\|10.73\|98498;2026-08-11\|11.25\|-0.88\|11.25\|11.41\|11.17\|83368;2026-08-12\|11.32\|0.62\|11.23\|11.35\|11.17\|59972;2026-08-13\|11.09\|-2.03\|11.55\|11.58\|11.09\|78595;2026-08-14\|11.26\|1.53\|11.10\|11.29\|10.98\|48316;2026-08-17\|12.39\|10.04\|11.21\|12.39\|11.21\|136677;2026-08-18\|12.25\|-1.13\|12.56\|12.63\|11.88\|148115;2026-08-19\|11.68\|-4.65\|11.97\|12.38\|11.63\|107688;2026-08-20\|11.90\|1.88\|11.86\|12.23\|11.61\|101101;2026-08-21\|11.76\|-1.18\|11.90\|11.94\|11.41\|65918;2026-08-24\|11.45\|-2.64\|11.74\|12.09\|11.23\|91307;2026-08-25\|11.34\|-0.96\|11.28\|11.37\|10.99\|74487;2026-08-26\|11.37\|0.26\|11.34\|11.50\|11.18\|58856;2026-08-27\|11.63\|2.29\|11.26\|11.76\|11.19\|78252;2026-08-28\|12.16\|4.56\|11.71\|12.44\|11.68\|134904;2026-08-31\|12.17\|0.08\|12.02\|12.23\|11.93\|71014;2026-09-01\|11.83\|-2.79\|12.10\|12.25\|11.82\|71305;2026-09-02\|11.62\|-1.78\|11.80\|11.80\|11.50\|51780;2026-09-03\|11.79\|1.46\|11.62\|11.95\|11.50\|56511;2026-09-04\|11.60\|-1.61\|11.80\|12.16\|11.52\|50332;2026-09-07\|11.42\|-1.55\|11.64\|11.76\|11.40\|60230;2026-09-08\|11.35\|-0.61\|11.50\|11.54\|11.29\|57845;2026-09-09\|11.57\|1.94\|11.36\|11.59\|11.24\|59298;2026-09-10\|11.79\|1.90\|11.51\|11.90\|11.22\|93563;2026-09-11\|11.43\|-3.05\|11.67\|11.68\|11.05\|97327;2026-09-14\|11.58\|1.31\|11.33\|11.67\|11.25\|53488
116942	建滔积层板再度涨价	PPO树脂+先进封装+可转债申购行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月25日公告，公司向不特定对象发行25亿元可转换公司债券于今日进行原股东优先配售及网上申购，募集资金拟用于年产1万吨硅碳负极材料等绿色新能源电池材料产业化项目及补充流动资金。 2、据2026年5月14日互动易，PPO/OPE树脂仍将作为M9等高阶高速覆铜板主要材料，整体需求有望持续提升，公司是国内相关领域的重要供应商之一；据2026年5月19日机构调研，公司可提供M6/M7/M8/M9全系列高频高速树脂产品，供应国内外一线覆铜板厂商。 3、据2026年6月1日互动易，公司先进电子材料产品广泛应用于先进封装等领域，已配合产业链完成多款HBM和HBF材料的国产化开发，如萘酚型环氧树脂及特殊的固化剂等。	国内领先的PCB基板用电子树脂供应商	2026-05-11\|37.85\|-4.56\|39.95\|39.98\|37.30\|544736;2026-05-12\|38.42\|1.51\|38.20\|38.65\|36.89\|398098;2026-05-13\|42.26\|9.99\|37.91\|42.26\|37.70\|533547;2026-05-14\|42.05\|-0.50\|43.50\|44.00\|41.54\|631367;2026-05-15\|42.08\|0.07\|43.25\|44.19\|41.65\|511148;2026-05-18\|44.08\|4.75\|41.50\|44.96\|41.37\|555548;2026-05-19\|46.01\|4.38\|44.08\|46.66\|42.38\|591955;2026-05-20\|47.87\|4.04\|45.17\|48.50\|44.80\|533610;2026-05-21\|43.96\|-8.17\|47.99\|47.99\|43.96\|533384;2026-05-22\|45.72\|4.00\|44.70\|47.50\|43.66\|529379;2026-05-25\|45.85\|0.28\|46.99\|47.22\|43.98\|543910;2026-05-26\|45.00\|-1.85\|45.21\|45.62\|42.90\|542649;2026-05-27\|45.07\|0.16\|46.71\|48.00\|44.68\|539367;2026-05-28\|48.66\|7.97\|44.02\|49.34\|43.51\|639193;2026-05-29\|46.39\|-4.67\|48.78\|49.78\|46.08\|533684;2026-06-01\|49.20\|6.06\|47.00\|51.03\|47.00\|805097;2026-06-02\|54.12\|10.00\|48.22\|54.12\|48.21\|710110;2026-06-03\|54.65\|0.98\|53.33\|56.95\|53.20\|849735;2026-06-04\|54.40\|-0.46\|53.54\|55.82\|52.43\|625262;2026-06-05\|52.70\|-3.12\|53.45\|54.20\|50.05\|518331;2026-06-08\|49.67\|-5.75\|50.00\|53.39\|49.15\|498489;2026-06-09\|54.64\|10.01\|54.64\|54.64\|54.64\|75395;2026-06-10\|60.10\|9.99\|60.10\|60.10\|60.10\|178618;2026-06-11\|61.00\|1.50\|62.00\|65.08\|57.01\|1323175;2026-06-12\|58.32\|-3.36\|59.00\|63.48\|57.05\|1077546;2026-06-15\|64.15\|10.00\|57.99\|64.15\|57.94\|635444;2026-06-16\|67.06\|4.54\|65.90\|67.98\|64.31\|961111;2026-06-17\|66.40\|-0.98\|65.12\|69.47\|65.01\|884789;2026-06-18\|69.82\|5.15\|64.66\|71.80\|64.01\|791316;2026-06-22\|73.52\|5.30\|71.02\|74.50\|67.66\|854430;2026-06-23\|66.17\|-10.00\|73.65\|73.68\|66.17\|831951;2026-06-24\|66.33\|0.24\|64.50\|68.79\|61.95\|684560;2026-06-25\|72.96\|10.00\|65.19\|72.96\|63.30\|780913;2026-06-26\|66.71\|-8.57\|71.46\|71.46\|65.99\|697519;2026-06-29\|62.69\|-6.03\|66.74\|68.05\|60.50\|631402;2026-06-30\|63.57\|1.40\|61.97\|65.07\|61.77\|527206;2026-07-01\|62.73\|-1.32\|63.90\|64.50\|61.36\|471926;2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717;2026-07-13\|50.05\|-4.45\|52.43\|53.94\|49.74\|384201;2026-07-14\|51.95\|3.80\|50.06\|52.79\|49.20\|401524;2026-07-15\|48.24\|-7.14\|52.07\|53.00\|48.01\|405843;2026-07-16\|45.65\|-5.37\|46.50\|48.69\|45.00\|363148;2026-07-17\|41.84\|-8.35\|45.76\|45.80\|41.22\|367985;2026-07-20\|37.66\|-9.99\|42.68\|43.11\|37.66\|442419;2026-07-21\|40.68\|8.02\|38.41\|40.83\|34.50\|553283;2026-07-22\|39.11\|-3.86\|40.58\|41.30\|38.88\|356496;2026-07-23\|38.72\|-1.00\|39.30\|40.54\|38.42\|302068;2026-07-24\|37.64\|-2.79\|38.00\|39.08\|37.21\|227359;2026-07-27\|39.20\|4.14\|37.63\|39.22\|36.89\|260145;2026-07-28\|36.10\|-7.91\|38.60\|39.83\|35.82\|393896;2026-07-29\|35.23\|-2.41\|35.90\|36.70\|33.84\|437899;2026-07-30\|33.16\|-5.88\|34.83\|35.48\|32.71\|361451;2026-07-31\|34.12\|2.90\|35.20\|36.42\|34.05\|384640;2026-08-03\|32.92\|-3.52\|33.78\|34.14\|32.64\|299814;2026-08-04\|36.21\|9.99\|33.39\|36.21\|33.22\|379282;2026-08-05\|38.91\|7.46\|35.77\|39.08\|35.70\|544323;2026-08-06\|39.53\|1.59\|38.31\|40.57\|38.12\|455346;2026-08-07\|42.38\|7.21\|39.53\|43.29\|39.33\|509473;2026-08-10\|41.59\|-1.86\|42.78\|42.99\|40.31\|377602;2026-08-11\|41.30\|-0.70\|41.19\|42.50\|40.55\|310873;2026-08-12\|41.55\|0.61\|41.40\|42.17\|40.84\|243067;2026-08-13\|41.09\|-1.11\|42.28\|43.43\|41.01\|348480;2026-08-14\|42.48\|3.38\|41.84\|42.75\|41.22\|330187;2026-08-17\|44.00\|3.58\|41.54\|44.00\|41.18\|547714;2026-08-18\|42.62\|-3.14\|43.56\|43.88\|42.13\|487194;2026-08-19\|38.36\|-10.00\|41.01\|41.95\|38.36\|535397;2026-08-20\|38.16\|-0.52\|39.08\|39.39\|37.74\|368863;2026-08-21\|38.90\|1.94\|37.74\|39.44\|37.51\|228310;2026-08-24\|37.52\|-3.55\|38.91\|39.00\|36.45\|255423;2026-08-25\|37.31\|-0.56\|36.72\|37.79\|35.86\|215893;2026-08-26\|37.69\|1.02\|37.40\|38.35\|36.67\|190279;2026-08-27\|40.12\|6.45\|37.99\|40.30\|37.73\|330587;2026-08-28\|39.96\|-0.40\|40.00\|41.31\|39.95\|343038;2026-08-31\|40.72\|1.90\|39.06\|41.37\|39.03\|319323;2026-09-01\|38.66\|-5.06\|40.70\|40.79\|38.56\|281589;2026-09-02\|38.93\|0.70\|37.81\|39.46\|37.81\|233634;2026-09-03\|38.30\|-1.62\|39.33\|39.39\|37.76\|176355;2026-09-04\|36.86\|-3.76\|38.40\|39.00\|36.52\|220253;2026-09-07\|38.12\|3.42\|37.09\|38.46\|37.07\|211556;2026-09-08\|38.47\|0.92\|38.18\|38.80\|37.60\|204828;2026-09-09\|38.54\|0.18\|38.58\|39.26\|38.15\|165270;2026-09-10\|38.52\|-0.05\|38.00\|39.49\|37.73\|199193;2026-09-11\|38.06\|-1.19\|37.85\|38.45\|36.71\|219901;2026-09-14\|39.04\|2.57\|37.80\|39.48\|37.01\|258868
116941	建滔积层板再度涨价	覆铜板上游（PPE树脂）+光纤概念+拟收购南通星辰 1、据2026年6月11日公告，公司拟向蓝星集团发行股份购买南通星辰100%股权，南通星辰自主掌握聚苯醚PPE核心技术，产能居国内首位。 2、据2026年6月9日互动易，公司高模型对位芳纶凭借高模量性能优势，已实现光纤光缆领域全球TOP5客户稳定供货，目前总产能8000吨/年。 3、据2026年6月11日重组报告书草案，南通星辰特种PPE树脂是高频覆铜板核心基材，2025年产能达780吨，并拟新建1500吨/年项目，应用于AI服务器等市场。 4、据2026年6月11日公告，本次交易完成后，公司控股股东仍为中化股份，实际控制人仍为国务院国资委。	1、公司拟收购南通星辰100%股权，标的核心业务为环氧树脂和工程塑料，主营产品包括双酚A、环氧树脂、聚苯醚（PPE）、聚对苯二甲酸丁二酯（PBT）及系列改性工程塑料； 2、目前公司对位芳纶总产能8000吨/年，已实现光纤光缆领域全球TOP5客户稳定供货	2026-05-11\|5.17\|4.23\|5.05\|5.32\|5.05\|891735;2026-05-12\|5.18\|0.19\|5.16\|5.27\|5.12\|556589;2026-05-13\|5.70\|10.04\|5.18\|5.70\|5.14\|1863721;2026-05-14\|5.88\|3.16\|5.86\|6.10\|5.77\|2262204;2026-05-15\|5.66\|-3.74\|5.86\|6.10\|5.66\|1611575;2026-05-18\|6.23\|10.07\|5.64\|6.23\|5.49\|1979444;2026-05-19\|6.13\|-1.61\|6.30\|6.45\|5.95\|2087233;2026-05-20\|6.15\|0.33\|6.13\|6.46\|6.03\|1405456;2026-05-21\|5.93\|-3.58\|6.15\|6.22\|5.85\|1381227;2026-05-22\|6.31\|6.41\|5.95\|6.49\|5.88\|1549836;2026-05-25\|5.71\|-9.51\|6.25\|6.28\|5.68\|1249842;2026-05-26\|5.78\|1.23\|5.71\|5.91\|5.59\|918882;2026-05-27\|5.40\|-6.57\|5.84\|6.17\|5.30\|1195841;2026-05-28\|5.48\|1.48\|5.32\|5.57\|5.27\|768885;2026-05-29\|5.38\|-1.82\|5.50\|5.73\|5.32\|773827;2026-06-01\|5.70\|5.95\|5.36\|5.90\|5.30\|1038258;2026-06-02\|6.27\|10.00\|5.68\|6.27\|5.48\|1725946;2026-06-03\|5.97\|-4.78\|6.37\|6.37\|5.81\|1687731;2026-06-04\|5.70\|-4.52\|5.87\|5.94\|5.65\|790849;2026-06-05\|5.70\|0.00\|5.70\|5.98\|5.51\|1035945;2026-06-08\|5.41\|-5.09\|5.48\|5.54\|5.27\|886789;2026-06-09\|5.95\|9.98\|5.85\|5.95\|5.85\|406417;2026-06-10\|6.55\|10.08\|6.55\|6.55\|6.55\|314388;2026-06-11\|7.21\|10.08\|7.21\|7.21\|7.21\|388870;2026-06-12\|7.93\|9.99\|7.90\|7.93\|7.48\|5777932;2026-06-15\|8.24\|3.91\|7.85\|8.49\|7.25\|5391538;2026-06-16\|9.06\|9.95\|9.00\|9.06\|9.00\|1031098;2026-06-17\|9.20\|1.55\|9.46\|9.85\|8.74\|5885758;2026-06-18\|8.83\|-4.02\|8.87\|9.13\|8.34\|4085814;2026-06-22\|8.76\|-0.79\|8.80\|8.96\|8.20\|3616506;2026-06-23\|8.04\|-8.22\|8.69\|8.98\|7.89\|3157740;2026-06-24\|7.85\|-2.36\|7.85\|8.09\|7.64\|2245542;2026-06-25\|8.64\|10.06\|7.81\|8.64\|7.70\|2744230;2026-06-26\|8.92\|3.24\|8.72\|9.50\|8.65\|4025320;2026-06-29\|8.03\|-9.98\|8.82\|8.99\|8.03\|2253227;2026-06-30\|7.83\|-2.49\|8.00\|8.10\|7.60\|2476860;2026-07-01\|7.96\|1.66\|7.68\|8.60\|7.68\|2442250;2026-07-02\|7.51\|-5.65\|7.50\|8.18\|7.16\|2095638;2026-07-03\|7.36\|-2.00\|7.45\|7.68\|7.26\|1371127;2026-07-06\|6.98\|-5.16\|7.39\|7.47\|6.90\|1256986;2026-07-07\|6.73\|-3.58\|6.91\|7.21\|6.69\|953931;2026-07-08\|6.39\|-5.05\|6.77\|6.84\|6.38\|1104772;2026-07-09\|6.60\|3.29\|6.44\|6.61\|6.06\|1255383;2026-07-10\|6.45\|-2.27\|6.58\|6.96\|6.44\|1207943;2026-07-13\|5.90\|-8.53\|6.34\|6.39\|5.84\|935439;2026-07-14\|6.25\|5.93\|5.98\|6.27\|5.76\|1099793;2026-07-15\|6.00\|-4.00\|6.28\|6.31\|5.96\|672764;2026-07-16\|5.58\|-7.00\|5.88\|5.94\|5.53\|843580;2026-07-17\|5.16\|-7.53\|5.51\|5.61\|5.10\|911781;2026-07-20\|4.65\|-9.88\|5.25\|5.26\|4.64\|1194812;2026-07-21\|4.94\|6.24\|4.65\|4.99\|4.34\|1421068;2026-07-22\|4.76\|-3.64\|4.88\|4.96\|4.71\|850664;2026-07-23\|4.80\|0.84\|4.78\|4.92\|4.73\|678173;2026-07-24\|4.71\|-1.88\|4.70\|4.91\|4.69\|636617;2026-07-27\|4.94\|4.88\|4.74\|4.95\|4.69\|815432;2026-07-28\|4.68\|-5.26\|4.88\|4.98\|4.62\|740627;2026-07-29\|4.69\|0.21\|4.63\|4.74\|4.53\|882568;2026-07-30\|4.49\|-4.26\|4.62\|4.72\|4.48\|853230;2026-07-31\|4.58\|2.00\|4.69\|4.89\|4.57\|1099803;2026-08-03\|4.59\|0.22\|4.56\|4.65\|4.51\|657897;2026-08-04\|4.73\|3.05\|4.62\|4.77\|4.60\|729739;2026-08-05\|4.97\|5.07\|4.72\|5.00\|4.68\|923361;2026-08-06\|5.01\|0.80\|4.92\|5.04\|4.84\|810032;2026-08-07\|5.51\|9.98\|5.00\|5.51\|4.91\|1529387;2026-08-10\|5.31\|-3.63\|5.52\|5.53\|5.16\|2581126;2026-08-11\|5.35\|0.75\|5.30\|5.49\|5.21\|1970497;2026-08-12\|5.30\|-0.93\|5.44\|5.48\|5.26\|1285296;2026-08-13\|5.17\|-2.45\|5.30\|5.37\|5.16\|1101493;2026-08-14\|5.31\|2.71\|5.22\|5.50\|5.20\|1270733;2026-08-17\|5.59\|5.27\|5.36\|5.68\|5.35\|1710023;2026-08-18\|5.50\|-1.61\|5.60\|5.85\|5.47\|1761919;2026-08-19\|5.23\|-4.91\|5.40\|5.72\|5.17\|1570634;2026-08-20\|5.09\|-2.68\|5.25\|5.27\|5.03\|1244958;2026-08-21\|5.51\|8.25\|5.07\|5.60\|4.99\|2724790;2026-08-24\|5.37\|-2.54\|5.50\|5.55\|5.23\|1605772;2026-08-25\|5.28\|-1.68\|5.27\|5.36\|5.17\|1136096;2026-08-26\|5.32\|0.76\|5.24\|5.36\|5.15\|969542;2026-08-27\|5.59\|5.08\|5.28\|5.61\|5.26\|1282566;2026-08-28\|5.67\|1.43\|5.54\|5.72\|5.53\|1166723;2026-08-31\|5.68\|0.18\|5.60\|5.69\|5.53\|920150;2026-09-01\|5.59\|-1.58\|5.69\|5.69\|5.53\|881910;2026-09-02\|5.59\|0.00\|5.57\|5.80\|5.56\|1497248;2026-09-03\|5.51\|-1.43\|5.66\|5.69\|5.42\|848054;2026-09-04\|5.39\|-2.18\|5.55\|5.71\|5.34\|1085864;2026-09-07\|5.50\|2.04\|5.43\|5.57\|5.43\|873365;2026-09-08\|5.81\|5.64\|5.52\|5.93\|5.49\|1731964;2026-09-09\|5.88\|1.20\|5.82\|5.92\|5.73\|1370301;2026-09-10\|5.77\|-1.87\|5.88\|6.06\|5.75\|1295412;2026-09-11\|5.71\|-1.04\|5.70\|5.78\|5.49\|1196684;2026-09-14\|5.65\|-1.05\|5.67\|5.76\|5.55\|682403
116940	建滔积层板再度涨价	紫铜带箔材+压延铜箔+新能源电池结构件+3D打印 1、据2026年6月5日互动易，公司拥有压延铜箔生产线，产品主要应用于LED、印刷线路板、新能源软连接等领域。 2、据2026年4月25日年报，公司是国内紫铜板带箔材细分行业经营规模较大、技术实力领先的企业，主要从事紫铜带箔材的研发、生产和销售。 3、据2026年4月25日年报，公司新能源业务中动力电池金属结构件电池包箱体现有年产能50万套，主要客户为奇瑞汽车等；铝箔产品包含电池箔。 4、据2026年6月15日互动易，公司目前持有洛阳盈创21%的股份，其主要业务为设备研发制造与销售及3D打印相关业务。	公司铜箔为压延铜箔，目前铜箔最薄能做到9微米，可以用于PCB板上	2026-05-11\|13.59\|1.42\|13.40\|13.80\|13.35\|176126;2026-05-12\|13.09\|-3.68\|13.58\|13.64\|12.97\|162874;2026-05-13\|13.95\|6.57\|13.19\|14.08\|13.10\|249335;2026-05-14\|13.34\|-4.37\|13.82\|13.82\|13.29\|217473;2026-05-15\|12.92\|-3.15\|12.98\|13.26\|12.78\|157962;2026-05-18\|13.48\|4.33\|12.91\|13.72\|12.75\|161381;2026-05-19\|13.29\|-1.41\|13.40\|13.74\|13.10\|120277;2026-05-20\|13.16\|-0.98\|13.34\|13.56\|12.99\|99454;2026-05-21\|12.37\|-6.00\|13.13\|13.24\|12.32\|143439;2026-05-22\|13.45\|8.73\|12.43\|13.61\|12.33\|251032;2026-05-25\|13.47\|0.15\|13.48\|13.84\|13.02\|191875;2026-05-26\|13.64\|1.26\|13.35\|13.84\|13.16\|220161;2026-05-27\|13.17\|-3.45\|13.69\|13.80\|13.07\|186254;2026-05-28\|14.49\|10.02\|13.13\|14.49\|13.05\|298015;2026-05-29\|13.61\|-6.07\|14.97\|15.00\|13.54\|347547;2026-06-01\|13.82\|1.54\|13.50\|14.15\|13.31\|278582;2026-06-02\|13.39\|-3.11\|13.68\|14.09\|12.99\|231895;2026-06-03\|14.06\|5.00\|13.25\|14.65\|13.25\|298283;2026-06-04\|13.60\|-3.27\|13.69\|14.00\|13.38\|215954;2026-06-05\|13.48\|-0.88\|13.35\|13.99\|12.69\|244810;2026-06-08\|12.80\|-5.04\|12.67\|13.72\|12.53\|176667;2026-06-09\|13.06\|2.03\|12.86\|13.38\|12.48\|171120;2026-06-10\|13.68\|4.75\|12.78\|14.20\|12.60\|257117;2026-06-11\|13.40\|-2.05\|13.60\|14.05\|13.21\|186424;2026-06-12\|13.63\|1.72\|13.50\|14.07\|12.96\|319417;2026-06-15\|14.52\|6.53\|13.89\|14.58\|13.80\|394699;2026-06-16\|14.90\|2.62\|14.40\|15.45\|14.23\|501182;2026-06-17\|14.73\|-1.14\|14.60\|14.87\|14.45\|262372;2026-06-18\|14.70\|-0.20\|14.64\|15.10\|14.40\|230228;2026-06-22\|14.49\|-0.75\|14.33\|14.49\|13.85\|213290;2026-06-23\|13.32\|-8.07\|14.49\|14.49\|13.18\|234910;2026-06-24\|12.80\|-3.90\|13.19\|13.40\|12.41\|199136;2026-06-25\|14.08\|10.00\|12.68\|14.08\|12.41\|246454;2026-06-26\|12.81\|-9.02\|13.98\|13.98\|12.75\|299691;2026-06-29\|11.85\|-7.49\|12.90\|13.11\|11.60\|237394;2026-06-30\|11.92\|0.59\|11.96\|12.06\|11.40\|152890;2026-07-01\|11.90\|-0.17\|11.88\|12.24\|11.78\|143079;2026-07-02\|11.63\|-2.27\|11.90\|12.15\|11.48\|125282;2026-07-03\|11.30\|-2.84\|11.78\|11.87\|11.27\|146710;2026-07-06\|10.88\|-3.72\|11.33\|11.43\|10.78\|124571;2026-07-07\|10.41\|-4.32\|10.78\|10.93\|10.38\|96943;2026-07-08\|10.44\|0.29\|10.45\|10.54\|10.06\|92420;2026-07-09\|10.35\|-0.86\|10.40\|10.46\|9.75\|114437;2026-07-10\|10.23\|-1.16\|10.33\|10.55\|10.23\|102566;2026-07-13\|9.55\|-6.65\|10.20\|10.20\|9.49\|92784;2026-07-14\|9.97\|4.40\|9.53\|9.99\|9.27\|116783;2026-07-15\|9.71\|-2.61\|9.90\|10.09\|9.64\|78581;2026-07-16\|9.43\|-2.88\|9.60\|9.84\|9.37\|77348;2026-07-17\|8.94\|-5.20\|9.41\|9.49\|8.94\|96709;2026-07-20\|8.48\|-5.15\|9.05\|9.09\|8.35\|98553;2026-07-21\|8.75\|3.18\|8.51\|8.75\|8.04\|104732;2026-07-22\|8.55\|-2.29\|8.68\|8.88\|8.50\|74729;2026-07-23\|9.02\|5.50\|8.50\|9.04\|8.45\|95556;2026-07-24\|8.69\|-3.66\|8.93\|8.93\|8.60\|67488;2026-07-27\|9.00\|3.57\|8.64\|9.05\|8.64\|67510;2026-07-28\|9.03\|0.33\|8.88\|9.13\|8.86\|54611;2026-07-29\|9.20\|1.88\|9.03\|9.26\|8.89\|68628;2026-07-30\|8.96\|-2.61\|9.23\|9.32\|8.94\|75214;2026-07-31\|9.15\|2.12\|9.09\|9.27\|9.09\|67331;2026-08-03\|9.37\|2.40\|9.16\|9.38\|9.11\|62208;2026-08-04\|9.43\|0.64\|9.40\|9.48\|9.36\|48739;2026-08-05\|9.65\|2.33\|9.50\|9.67\|9.45\|65640;2026-08-06\|9.82\|1.76\|9.71\|9.85\|9.62\|74036;2026-08-07\|10.01\|1.93\|9.81\|10.07\|9.68\|91362;2026-08-10\|10.41\|4.00\|10.05\|10.44\|10.01\|100784;2026-08-11\|10.06\|-3.36\|10.37\|10.37\|10.04\|81109;2026-08-12\|10.07\|0.10\|10.06\|10.15\|10.02\|50296;2026-08-13\|9.78\|-2.88\|10.07\|10.14\|9.78\|63405;2026-08-14\|9.82\|0.41\|9.77\|9.90\|9.75\|45294;2026-08-17\|10.13\|3.16\|9.85\|10.14\|9.85\|56954;2026-08-18\|10.05\|-0.79\|10.13\|10.14\|9.88\|47721;2026-08-19\|9.64\|-4.08\|9.85\|9.88\|9.62\|56080;2026-08-20\|9.79\|1.56\|9.76\|9.94\|9.70\|42447;2026-08-21\|10.00\|2.15\|9.72\|10.01\|9.65\|53721;2026-08-24\|9.96\|-0.40\|10.00\|10.12\|9.80\|50782;2026-08-25\|10.14\|1.81\|9.88\|10.17\|9.85\|55082;2026-08-26\|10.27\|1.28\|10.14\|10.42\|10.11\|63768;2026-08-27\|10.05\|-2.14\|10.05\|10.15\|9.94\|79961;2026-08-28\|10.07\|0.20\|10.04\|10.15\|9.98\|86486;2026-08-31\|10.16\|0.89\|9.99\|10.21\|9.94\|65666;2026-09-01\|10.11\|-0.49\|10.22\|10.25\|10.06\|59244;2026-09-02\|10.06\|-0.49\|9.96\|10.12\|9.90\|59991;2026-09-03\|9.99\|-0.70\|10.15\|10.18\|9.92\|45679;2026-09-04\|9.84\|-1.50\|10.08\|10.18\|9.83\|64836;2026-09-07\|9.97\|1.32\|9.88\|10.04\|9.82\|43626;2026-09-08\|10.26\|2.91\|9.97\|10.41\|9.97\|93496;2026-09-09\|10.53\|2.63\|10.30\|10.70\|10.27\|124631;2026-09-10\|10.23\|-2.85\|10.41\|10.51\|10.19\|85587;2026-09-11\|9.98\|-2.44\|9.96\|10.30\|9.66\|98000;2026-09-14\|9.98\|0.00\|9.86\|10.10\|9.82\|67751
116939	建滔积层板再度涨价	PCB+高阶HDI+AIPC+定增通过行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司系国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商，部分产品有直接或间接配套人形机器人的研发、生产等	2026-05-11\|13.46\|1.51\|13.40\|13.69\|13.20\|523058;2026-05-12\|13.42\|-0.30\|13.40\|13.54\|13.20\|408742;2026-05-13\|13.85\|3.20\|13.42\|13.98\|13.31\|909446;2026-05-14\|13.33\|-3.75\|13.85\|13.85\|13.33\|594133;2026-05-15\|13.06\|-2.03\|13.41\|13.67\|12.90\|439249;2026-05-18\|13.28\|1.68\|12.98\|13.52\|12.98\|401371;2026-05-19\|13.28\|0.00\|13.16\|13.42\|12.96\|347047;2026-05-20\|12.93\|-2.64\|13.18\|13.28\|12.85\|346985;2026-05-21\|12.77\|-1.24\|13.17\|13.65\|12.60\|632794;2026-05-22\|13.46\|5.40\|12.91\|13.52\|12.91\|586800;2026-05-25\|13.67\|1.56\|13.85\|13.98\|13.48\|658810;2026-05-26\|15.04\|10.02\|13.67\|15.04\|13.57\|1073116;2026-05-27\|16.54\|9.97\|16.54\|16.54\|15.99\|1024827;2026-05-28\|18.19\|9.98\|16.85\|18.19\|16.16\|2355000;2026-05-29\|17.15\|-5.72\|19.30\|19.55\|16.89\|2173628;2026-06-01\|18.87\|10.03\|17.36\|18.87\|17.35\|2080732;2026-06-02\|20.76\|10.02\|19.16\|20.76\|18.88\|1541028;2026-06-03\|19.45\|-6.31\|20.20\|21.88\|19.00\|2739428;2026-06-04\|20.61\|5.96\|18.88\|21.00\|18.71\|2392112;2026-06-05\|18.69\|-9.32\|19.58\|19.90\|18.55\|1745577;2026-06-08\|16.82\|-10.01\|16.82\|17.73\|16.82\|1120732;2026-06-09\|16.74\|-0.48\|17.16\|17.30\|16.13\|1458957;2026-06-10\|15.82\|-5.50\|16.62\|17.29\|15.58\|1301572;2026-06-11\|15.29\|-3.35\|15.52\|16.00\|15.09\|1155235;2026-06-12\|15.10\|-1.24\|15.65\|16.53\|15.01\|1223062;2026-06-15\|16.35\|8.28\|15.38\|16.43\|15.28\|1264438;2026-06-16\|16.79\|2.69\|16.43\|16.92\|16.21\|1186083;2026-06-17\|18.47\|10.01\|16.39\|18.47\|16.37\|964791;2026-06-18\|20.32\|10.02\|19.01\|20.32\|18.98\|708702;2026-06-22\|21.14\|4.04\|21.90\|22.00\|19.74\|2238549;2026-06-23\|19.90\|-5.87\|20.61\|21.06\|19.18\|1194674;2026-06-24\|19.36\|-2.71\|19.27\|19.82\|18.70\|1092562;2026-06-25\|21.30\|10.02\|19.28\|21.30\|18.59\|1310433;2026-06-26\|22.78\|6.95\|21.03\|23.40\|20.36\|2233337;2026-06-29\|20.50\|-10.01\|22.37\|22.80\|20.50\|1254675;2026-06-30\|21.68\|5.76\|20.18\|22.30\|20.00\|1455689;2026-07-01\|21.41\|-1.25\|21.00\|22.49\|20.70\|1404805;2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966;2026-07-13\|15.97\|-9.98\|17.34\|17.90\|15.97\|725068;2026-07-14\|16.26\|1.82\|15.74\|16.50\|15.20\|766718;2026-07-15\|14.63\|-10.02\|15.94\|16.18\|14.63\|867125;2026-07-16\|13.69\|-6.43\|14.62\|14.81\|13.56\|712948;2026-07-17\|12.32\|-10.01\|13.65\|13.85\|12.32\|530135;2026-07-20\|11.09\|-9.98\|12.28\|12.43\|11.09\|611621;2026-07-21\|11.87\|7.03\|10.91\|12.04\|9.98\|1099424;2026-07-22\|11.99\|1.01\|11.58\|12.85\|11.58\|986523;2026-07-23\|12.05\|0.50\|12.00\|12.70\|11.84\|718717;2026-07-24\|12.17\|1.00\|11.80\|12.76\|11.69\|834726;2026-07-27\|12.42\|2.05\|12.02\|12.46\|11.60\|791858;2026-07-28\|11.79\|-5.07\|12.06\|12.58\|11.72\|670629;2026-07-29\|11.55\|-2.04\|11.79\|11.82\|11.02\|631832;2026-07-30\|10.56\|-8.57\|11.41\|11.55\|10.50\|581276;2026-07-31\|10.85\|2.75\|11.28\|11.51\|10.85\|627853;2026-08-03\|10.73\|-1.11\|10.85\|10.94\|10.60\|369051;2026-08-04\|11.80\|9.97\|10.84\|11.80\|10.76\|358818;2026-08-05\|12.98\|10.00\|12.28\|12.98\|12.15\|466468;2026-08-06\|13.93\|7.32\|13.49\|14.19\|13.37\|1673818;2026-08-07\|15.15\|8.76\|13.70\|15.32\|13.58\|1813811;2026-08-10\|14.82\|-2.18\|14.86\|15.32\|14.47\|1250676;2026-08-11\|14.58\|-1.62\|14.81\|15.00\|14.48\|715532;2026-08-12\|14.97\|2.67\|14.66\|15.12\|14.43\|807467;2026-08-13\|14.66\|-2.07\|15.22\|15.30\|14.66\|737997;2026-08-14\|14.87\|1.43\|14.85\|14.98\|14.53\|533865;2026-08-17\|15.40\|3.56\|15.03\|15.40\|14.90\|806078;2026-08-18\|15.15\|-1.62\|15.30\|15.67\|14.93\|675405;2026-08-19\|13.90\|-8.25\|14.53\|14.89\|13.80\|768878;2026-08-20\|15.29\|10.00\|14.30\|15.29\|13.90\|332540;2026-08-21\|14.86\|-2.81\|15.62\|15.66\|14.23\|970627;2026-08-24\|13.87\|-6.66\|14.67\|14.67\|13.40\|885818;2026-08-25\|13.92\|0.36\|13.65\|14.02\|13.13\|535150;2026-08-26\|13.65\|-1.94\|14.03\|14.09\|13.32\|422187;2026-08-27\|14.52\|6.37\|13.68\|14.95\|13.63\|743376;2026-08-28\|14.38\|-0.96\|14.69\|14.95\|14.36\|647216;2026-08-31\|14.68\|2.09\|14.01\|14.73\|14.00\|511535;2026-09-01\|14.08\|-4.09\|14.70\|14.70\|14.03\|432633;2026-09-02\|13.83\|-1.78\|13.80\|14.01\|13.63\|289980;2026-09-03\|13.74\|-0.65\|13.99\|14.08\|13.50\|327862;2026-09-04\|14.10\|2.62\|13.81\|15.11\|13.81\|1171339;2026-09-07\|15.51\|10.00\|14.50\|15.51\|14.22\|947676;2026-09-08\|17.06\|9.99\|16.90\|17.06\|16.30\|494072;2026-09-09\|16.81\|-1.47\|17.74\|17.97\|16.59\|1845326;2026-09-10\|16.73\|-0.48\|17.01\|17.25\|16.47\|1517917;2026-09-11\|17.08\|2.09\|16.07\|17.88\|16.00\|1867370;2026-09-14\|18.79\|10.01\|16.15\|18.79\|16.13\|1487234
116938	建滔积层板再度涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司M7/M8级高速覆铜板处于研发测试阶段，800G、1.6T光模块配套PCB在研究跟进中	2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305;2026-07-13\|16.25\|-9.97\|17.90\|18.13\|16.25\|587299;2026-07-14\|16.95\|4.31\|16.15\|16.96\|15.83\|602681;2026-07-15\|15.88\|-6.31\|17.28\|17.34\|15.81\|524790;2026-07-16\|15.28\|-3.78\|15.76\|16.26\|15.20\|499817;2026-07-17\|13.76\|-9.95\|15.28\|15.39\|13.75\|618124;2026-07-20\|12.72\|-7.56\|14.05\|14.20\|12.50\|619768;2026-07-21\|13.82\|8.65\|13.01\|13.95\|11.60\|781806;2026-07-22\|13.54\|-2.03\|13.59\|14.22\|13.44\|642836;2026-07-23\|13.53\|-0.07\|13.61\|13.98\|13.31\|416128;2026-07-24\|13.04\|-3.62\|13.20\|13.58\|12.97\|323490;2026-07-27\|13.60\|4.29\|13.06\|13.61\|12.72\|380604;2026-07-28\|12.90\|-5.15\|13.37\|13.71\|12.77\|438364;2026-07-29\|13.12\|1.71\|12.84\|13.35\|12.54\|529226;2026-07-30\|12.21\|-6.94\|12.92\|13.13\|12.05\|560009;2026-07-31\|12.60\|3.19\|12.88\|13.23\|12.60\|554018;2026-08-03\|12.67\|0.56\|12.58\|12.75\|12.31\|354349;2026-08-04\|13.40\|5.76\|12.84\|13.48\|12.81\|555985;2026-08-05\|14.08\|5.07\|13.30\|14.25\|13.30\|734228;2026-08-06\|14.30\|1.56\|13.83\|14.51\|13.81\|641246;2026-08-07\|15.14\|5.87\|14.71\|15.37\|14.41\|942587;2026-08-10\|14.92\|-1.45\|15.29\|15.40\|14.49\|694955;2026-08-11\|14.78\|-0.94\|14.68\|15.09\|14.54\|413940;2026-08-12\|15.02\|1.62\|14.71\|15.08\|14.64\|376770;2026-08-13\|14.62\|-2.66\|15.18\|15.30\|14.61\|443141;2026-08-14\|15.30\|4.65\|14.87\|15.44\|14.64\|566989;2026-08-17\|15.72\|2.75\|15.30\|15.75\|15.18\|539234;2026-08-18\|15.77\|0.32\|15.80\|16.04\|15.50\|590780;2026-08-19\|14.40\|-8.69\|15.15\|15.44\|14.31\|507995;2026-08-20\|14.69\|2.01\|14.67\|14.96\|14.39\|361499;2026-08-21\|15.10\|2.79\|14.50\|15.26\|14.29\|393696;2026-08-24\|14.65\|-2.98\|15.05\|15.20\|14.16\|369484;2026-08-25\|14.86\|1.43\|14.30\|14.98\|14.03\|329380;2026-08-26\|14.73\|-0.87\|14.99\|15.00\|14.44\|240360;2026-08-27\|15.70\|6.59\|14.79\|15.72\|14.79\|538559;2026-08-28\|15.37\|-2.10\|15.60\|15.93\|15.37\|483701;2026-08-31\|15.82\|2.93\|15.06\|15.88\|15.05\|442029;2026-09-01\|15.41\|-2.59\|15.78\|15.86\|15.30\|320948;2026-09-02\|15.09\|-2.08\|15.25\|15.39\|14.98\|271621;2026-09-03\|14.98\|-0.73\|15.21\|15.35\|14.77\|254476;2026-09-04\|14.49\|-3.27\|15.10\|15.42\|14.34\|363307;2026-09-07\|15.94\|10.01\|14.72\|15.94\|14.71\|530944;2026-09-08\|16.53\|3.70\|17.23\|17.53\|16.37\|1500283;2026-09-09\|17.00\|2.84\|17.05\|17.29\|16.57\|1200697;2026-09-10\|18.70\|10.00\|16.80\|18.70\|16.67\|1542746;2026-09-11\|20.57\|10.00\|18.63\|20.57\|18.20\|1829544;2026-09-14\|22.63\|10.01\|20.80\|22.63\|20.79\|1145345
116937	建滔积层板再度涨价	覆铜板+PCB概念+盐湖提锂参股行业原因：建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%。招商证券研报指出，基于玻纤布、铜箔、覆铜板等原材料持续上涨趋势，预计7月全品类PCB将统一涨价20%至30%以上。公司原因： 1、据2026年6月8日互动易，公司覆铜板上年度年产量近700万张，产品直接用于PCB生产；据2026年4月22日年报，覆铜板业务作为PCB上游，2025年推动营业收入同比增长162.36%至11.56亿元。 2、据2026年6月29日异常波动公告，公司近期经营情况正常，内外部经营环境未发生重大变化，不存在应披露而未披露的重大事项。 3、据2026年5月12日互动易，公司间接参股的中农青海钾盐开发有限公司生产经营正常，主营业务为青海大浪滩盐湖钾盐资源的勘探、开采与钾肥系列产品的生产、加工及销售。	公司覆铜板上年度年产量近700万张，产品直接用于PCB生产	2026-05-11\|3.85\|1.85\|3.78\|3.86\|3.67\|425899;2026-05-12\|3.69\|-4.16\|3.79\|3.82\|3.67\|381120;2026-05-13\|3.67\|-0.54\|3.67\|3.69\|3.63\|185129;2026-05-14\|3.60\|-1.91\|3.68\|3.68\|3.60\|173633;2026-05-15\|3.56\|-1.11\|3.60\|3.63\|3.55\|176519;2026-05-18\|3.51\|-1.40\|3.56\|3.56\|3.48\|163217;2026-05-19\|3.58\|1.99\|3.52\|3.60\|3.52\|120419;2026-05-20\|3.69\|3.07\|3.56\|3.73\|3.52\|312166;2026-05-21\|3.51\|-4.88\|3.70\|3.73\|3.51\|247039;2026-05-22\|3.58\|1.99\|3.50\|3.61\|3.48\|163434;2026-05-25\|3.59\|0.28\|3.64\|3.65\|3.57\|130242;2026-05-26\|3.54\|-1.39\|3.56\|3.63\|3.49\|153417;2026-05-27\|3.49\|-1.41\|3.55\|3.55\|3.48\|135605;2026-05-28\|3.42\|-2.01\|3.47\|3.51\|3.38\|141159;2026-05-29\|3.31\|-3.22\|3.44\|3.50\|3.30\|154411;2026-06-01\|3.38\|2.11\|3.28\|3.47\|3.24\|156527;2026-06-02\|3.27\|-3.25\|3.35\|3.37\|3.23\|174707;2026-06-03\|3.32\|1.53\|3.26\|3.46\|3.19\|258638;2026-06-04\|3.19\|-3.92\|3.28\|3.34\|3.18\|194718;2026-06-05\|3.14\|-1.57\|3.18\|3.22\|3.13\|160398;2026-06-08\|3.03\|-3.50\|3.04\|3.15\|2.98\|173747;2026-06-09\|3.33\|9.90\|3.06\|3.33\|3.06\|282150;2026-06-10\|3.60\|8.11\|3.42\|3.66\|3.40\|1236309;2026-06-11\|3.40\|-5.56\|3.37\|3.50\|3.31\|877302;2026-06-12\|3.28\|-3.53\|3.42\|3.45\|3.28\|480836;2026-06-15\|3.54\|7.93\|3.31\|3.60\|3.27\|666553;2026-06-16\|3.89\|9.89\|3.52\|3.89\|3.49\|1107421;2026-06-17\|4.28\|10.03\|3.97\|4.28\|3.90\|1661509;2026-06-18\|4.71\|10.05\|4.60\|4.71\|4.46\|556852;2026-06-22\|4.50\|-4.46\|5.18\|5.18\|4.42\|2422227;2026-06-23\|4.95\|10.00\|4.69\|4.95\|4.37\|2105443;2026-06-24\|4.76\|-3.84\|4.71\|5.04\|4.48\|2144818;2026-06-25\|5.24\|10.08\|4.52\|5.24\|4.45\|2078936;2026-06-26\|5.76\|9.92\|5.31\|5.76\|5.31\|2522640;2026-06-29\|5.18\|-10.07\|5.73\|5.95\|5.18\|2008425;2026-06-30\|5.26\|1.54\|5.10\|5.53\|5.02\|1875428;2026-07-01\|4.87\|-7.41\|5.17\|5.20\|4.83\|1654050;2026-07-02\|4.67\|-4.11\|4.60\|4.86\|4.52\|1163631;2026-07-03\|5.14\|10.06\|4.62\|5.14\|4.55\|1836773;2026-07-06\|5.65\|9.92\|5.31\|5.65\|5.31\|1794225;2026-07-07\|5.85\|3.54\|5.60\|6.09\|5.38\|2568087;2026-07-08\|5.60\|-4.27\|5.80\|6.08\|5.55\|1884364;2026-07-09\|5.35\|-4.46\|5.55\|5.65\|5.14\|1725311;2026-07-10\|5.15\|-3.74\|5.22\|5.48\|5.12\|1283742;2026-07-13\|4.64\|-9.90\|4.97\|5.18\|4.64\|919395;2026-07-14\|5.10\|9.91\|4.49\|5.10\|4.47\|899416;2026-07-15\|5.61\|10.00\|5.57\|5.61\|5.40\|889332;2026-07-16\|5.91\|5.35\|5.79\|6.17\|5.55\|1957741;2026-07-17\|6.04\|2.20\|5.95\|6.50\|5.84\|3800058;2026-07-20\|5.44\|-9.93\|5.44\|5.44\|5.44\|153268;2026-07-21\|4.90\|-9.93\|4.90\|5.29\|4.90\|2819513;2026-07-22\|5.17\|5.51\|4.43\|5.39\|4.43\|3448210;2026-07-23\|5.54\|7.16\|5.24\|5.69\|4.98\|3058658;2026-07-24\|5.21\|-5.96\|5.20\|5.77\|5.10\|2634450;2026-07-27\|5.73\|9.98\|5.30\|5.73\|4.87\|1844200;2026-07-28\|5.73\|0.00\|6.11\|6.30\|5.59\|3324427;2026-07-29\|6.30\|9.95\|5.66\|6.30\|5.50\|2698143;2026-07-30\|5.67\|-10.00\|6.40\|6.49\|5.67\|3300511;2026-07-31\|5.60\|-1.23\|5.82\|6.15\|5.40\|2808751;2026-08-03\|5.10\|-8.93\|5.28\|5.48\|5.05\|1982683;2026-08-04\|5.48\|7.45\|5.21\|5.51\|5.12\|2199435;2026-08-05\|5.63\|2.74\|5.41\|5.75\|5.41\|2086870;2026-08-06\|5.73\|1.78\|5.51\|5.89\|5.51\|1978042;2026-08-07\|6.11\|6.63\|5.64\|6.30\|5.63\|3320396;2026-08-10\|6.72\|9.98\|6.12\|6.72\|6.10\|2481186;2026-08-11\|6.88\|2.38\|6.51\|7.39\|6.40\|3898021;2026-08-12\|6.98\|1.45\|6.86\|7.09\|6.55\|2565681;2026-08-13\|6.65\|-4.73\|6.99\|7.05\|6.65\|2055380;2026-08-14\|6.48\|-2.56\|6.74\|7.05\|6.36\|1702429;2026-08-17\|6.81\|5.09\|6.71\|6.92\|6.49\|1819392;2026-08-18\|7.18\|5.43\|6.86\|7.28\|6.66\|2599011;2026-08-19\|6.46\|-10.03\|6.72\|6.77\|6.46\|1534576;2026-08-20\|6.27\|-2.94\|6.34\|6.56\|5.89\|1436456;2026-08-21\|6.45\|2.87\|6.21\|6.56\|6.11\|1447516;2026-08-24\|5.98\|-7.29\|6.45\|6.47\|5.88\|1380687;2026-08-25\|6.13\|2.51\|5.82\|6.20\|5.66\|1128570;2026-08-26\|5.96\|-2.77\|6.14\|6.21\|5.80\|1129515;2026-08-27\|6.27\|5.20\|5.98\|6.34\|5.86\|1491538;2026-08-28\|6.45\|2.87\|6.21\|6.50\|6.17\|1524351;2026-08-31\|7.10\|10.08\|6.29\|7.10\|6.29\|1512096;2026-09-01\|6.94\|-2.25\|7.10\|7.36\|6.55\|2435107;2026-09-02\|6.78\|-2.31\|6.91\|6.93\|6.67\|1229327;2026-09-03\|6.72\|-0.89\|6.85\|6.92\|6.60\|1215584;2026-09-04\|6.38\|-5.06\|6.80\|6.90\|6.37\|1461962;2026-09-07\|6.63\|3.92\|6.50\|6.66\|6.45\|1263065;2026-09-08\|6.71\|1.21\|6.59\|6.86\|6.59\|1367869;2026-09-09\|6.39\|-4.77\|6.71\|6.82\|6.12\|1561763;2026-09-10\|6.41\|0.31\|6.28\|6.75\|6.15\|1195946;2026-09-11\|6.34\|-1.09\|6.18\|6.57\|6.00\|1220242;2026-09-14\|6.97\|9.94\|6.19\|6.97\|6.05\|2115785
116936	建滔积层板再度涨价	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|66.64\|-6.00\|69.48\|71.68\|65.88\|507589;2026-07-14\|72.35\|8.57\|66.60\|72.92\|65.31\|507603;2026-07-15\|67.62\|-6.54\|72.29\|74.00\|67.39\|377886;2026-07-16\|60.86\|-10.00\|65.00\|65.88\|60.86\|487919;2026-07-17\|55.85\|-8.23\|59.75\|60.75\|54.77\|620105;2026-07-20\|50.28\|-9.97\|58.01\|59.31\|50.27\|577508;2026-07-21\|53.63\|6.66\|50.94\|54.32\|45.25\|748898;2026-07-22\|50.08\|-6.62\|52.50\|55.24\|49.41\|513938;2026-07-23\|50.10\|0.04\|50.18\|53.18\|49.05\|391437;2026-07-24\|47.22\|-5.75\|48.96\|50.27\|46.90\|362711;2026-07-27\|51.94\|10.00\|47.56\|51.94\|47.21\|458415;2026-07-28\|46.75\|-9.99\|50.00\|50.37\|46.75\|422643;2026-07-29\|43.62\|-6.70\|45.95\|46.69\|42.22\|758999;2026-07-30\|42.33\|-2.96\|43.55\|44.62\|40.48\|687506;2026-07-31\|43.14\|1.91\|46.56\|46.56\|43.06\|676969;2026-08-03\|40.34\|-6.49\|42.80\|43.22\|40.06\|451328;2026-08-04\|44.37\|9.99\|41.05\|44.37\|40.65\|402629;2026-08-05\|48.81\|10.01\|45.16\|48.81\|44.46\|564823;2026-08-06\|51.52\|5.55\|48.76\|52.11\|47.68\|774664;2026-08-07\|56.56\|9.78\|52.10\|56.67\|51.21\|853327;2026-08-10\|56.84\|0.49\|58.82\|59.50\|54.73\|757393;2026-08-11\|56.77\|-0.12\|55.21\|57.97\|53.81\|546115;2026-08-12\|57.00\|0.41\|56.11\|58.90\|56.00\|498751;2026-08-13\|55.76\|-2.18\|57.60\|59.05\|55.50\|515970;2026-08-14\|59.93\|7.48\|55.62\|60.95\|55.54\|606524;2026-08-17\|62.00\|3.45\|60.03\|62.30\|59.43\|542594;2026-08-18\|60.10\|-3.06\|61.00\|63.70\|58.91\|548170;2026-08-19\|54.09\|-10.00\|56.59\|57.30\|54.09\|501587;2026-08-20\|53.59\|-0.92\|53.34\|54.50\|52.25\|527155;2026-08-21\|53.91\|0.60\|53.00\|54.20\|51.69\|345135;2026-08-24\|49.43\|-8.31\|53.85\|54.11\|48.52\|639063;2026-08-25\|49.00\|-0.87\|48.30\|49.67\|46.59\|592293;2026-08-26\|49.94\|1.92\|49.43\|50.39\|47.70\|388224;2026-08-27\|52.48\|5.09\|50.88\|52.79\|49.88\|497294;2026-08-28\|52.41\|-0.13\|52.70\|54.00\|52.00\|454041;2026-08-31\|53.35\|1.79\|50.51\|53.45\|50.50\|379327;2026-09-01\|50.85\|-4.69\|54.40\|54.44\|50.38\|467445;2026-09-02\|50.79\|-0.12\|50.10\|51.87\|49.89\|374028;2026-09-03\|49.77\|-2.01\|51.30\|51.40\|49.18\|314973;2026-09-04\|47.44\|-4.68\|50.80\|50.99\|47.00\|381085;2026-09-07\|50.20\|5.82\|48.47\|50.69\|47.80\|433590;2026-09-08\|49.87\|-0.66\|50.16\|51.37\|49.05\|338767;2026-09-09\|50.53\|1.32\|50.28\|51.43\|49.76\|309171;2026-09-10\|50.85\|0.63\|49.80\|52.00\|49.63\|356142;2026-09-11\|51.52\|1.32\|49.80\|51.69\|48.10\|434396;2026-09-14\|52.79\|2.47\|50.49\|53.92\|49.12\|582719
116935	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLCC+电子陶瓷+定增扩产 1、据2026年6月10日公告，公司调整定增方案，拟募资不超8.75亿元用于DPC智能化产线及MLCC产线技改等项目，旨在突破产能瓶颈，提升高容产品良率与生产规模。 2、据2026年6月10日公告，公司MLCC业务已逐步攻克材料配方、精密印刷等核心技术，并已与业内知名经销商建立长期战略合作关系；公司电子陶瓷领域DPC业务产品涵盖预制金锡陶瓷热沉，广泛应用于高功率激光器、卫星等领域，并已向创鑫激光、华光光电子等行业头部客户供货。 3、据2025年年度报告，公司主营消费电子精密零部件，客户覆盖华为、小米、OPPO、VIVO等终端品牌，具备冲压、注塑、SMT等全产业链技术要素能力。	公司主要聚焦 MLCC（多层片式陶瓷电容器）这一核心被动元件，成功自主开发出高功率光纤激光器陶瓷热沉	2026-05-11\|50.69\|10.87\|46.62\|52.30\|45.77\|183464;2026-05-12\|50.88\|0.37\|49.29\|53.65\|49.29\|140254;2026-05-13\|51.14\|0.51\|50.86\|51.65\|49.41\|80122;2026-05-14\|50.76\|-0.74\|51.80\|54.75\|49.80\|98314;2026-05-15\|48.95\|-3.57\|51.27\|51.57\|48.00\|98107;2026-05-18\|49.26\|0.63\|49.00\|51.85\|48.00\|84550;2026-05-19\|59.11\|20.00\|49.69\|59.11\|49.26\|121589;2026-05-20\|58.23\|-1.49\|61.75\|61.99\|56.00\|133452;2026-05-21\|60.59\|4.05\|58.00\|64.22\|57.40\|145980;2026-05-22\|72.71\|20.00\|63.94\|72.71\|63.94\|147468;2026-05-25\|78.74\|8.29\|80.00\|84.50\|77.59\|166396;2026-05-26\|81.04\|2.92\|75.29\|81.60\|75.23\|128941;2026-05-27\|84.77\|4.60\|77.99\|87.12\|77.00\|122325;2026-05-28\|95.84\|13.06\|83.93\|98.17\|83.00\|128210;2026-05-29\|89.49\|-6.63\|92.00\|96.00\|86.66\|111217;2026-06-01\|82.82\|-7.45\|87.71\|95.13\|82.80\|94491;2026-06-02\|92.10\|11.21\|83.00\|94.30\|82.83\|80086;2026-06-03\|92.25\|0.16\|89.80\|93.93\|85.10\|69162;2026-06-04\|97.68\|5.89\|90.00\|98.77\|88.62\|60739;2026-06-05\|88.84\|-9.05\|95.49\|96.00\|88.83\|67122;2026-06-08\|76.44\|-13.96\|84.98\|85.23\|73.37\|90312;2026-06-09\|91.55\|19.77\|79.90\|91.55\|78.56\|79965;2026-06-10\|88.36\|-3.48\|91.76\|93.88\|85.80\|57026;2026-06-11\|95.20\|7.74\|88.01\|98.96\|86.55\|70709;2026-06-12\|82.00\|-13.87\|90.00\|91.99\|81.11\|83119;2026-06-15\|96.32\|17.46\|83.99\|98.00\|83.99\|80851;2026-06-16\|103.01\|6.95\|100.00\|114.90\|99.30\|84324;2026-06-17\|123.61\|20.00\|105.91\|123.61\|105.91\|72351;2026-06-18\|129.03\|4.38\|120.83\|139.00\|111.01\|72332;2026-06-22\|132.36\|2.58\|125.01\|134.34\|121.50\|53346;2026-06-23\|123.60\|-6.62\|128.20\|129.88\|118.00\|36450;2026-06-24\|128.81\|4.22\|120.99\|129.00\|115.81\|57048;2026-06-25\|144.00\|11.79\|136.00\|150.00\|133.00\|68360;2026-07-01\|130.70\|-9.24\|132.00\|143.99\|123.58\|82546;2026-07-02\|110.89\|-15.16\|115.50\|122.88\|109.00\|45221;2026-07-03\|99.49\|-10.28\|109.14\|110.00\|98.00\|53366;2026-07-06\|95.32\|-4.19\|101.00\|105.80\|94.00\|43965;2026-07-07\|93.36\|-2.06\|95.95\|101.09\|92.00\|37698;2026-07-08\|95.25\|2.02\|95.23\|99.00\|88.17\|33660;2026-07-09\|100.26\|5.26\|97.78\|100.58\|91.00\|47101;2026-07-10\|98.88\|-1.38\|100.28\|103.85\|96.51\|39672;2026-07-13\|83.80\|-15.25\|94.61\|96.32\|79.63\|44601;2026-07-14\|91.52\|9.21\|80.62\|92.00\|79.79\|48624;2026-07-15\|95.88\|4.76\|94.00\|99.99\|90.48\|57998;2026-07-16\|92.42\|-3.61\|90.89\|100.59\|85.03\|40867;2026-07-17\|81.43\|-11.89\|92.29\|92.29\|80.89\|50698;2026-07-20\|65.14\|-20.00\|82.77\|84.01\|65.14\|58463;2026-07-21\|75.81\|16.38\|63.86\|76.60\|53.01\|91180;2026-07-22\|69.45\|-8.39\|71.40\|76.50\|68.33\|65279;2026-07-23\|75.96\|9.37\|71.83\|83.34\|71.83\|85960;2026-07-24\|72.21\|-4.94\|72.37\|78.99\|71.20\|69784;2026-07-27\|79.05\|9.47\|71.22\|79.70\|68.88\|65801;2026-07-28\|73.76\|-6.69\|74.20\|77.78\|69.77\|62619;2026-07-29\|88.51\|20.00\|73.03\|88.51\|72.32\|101350;2026-07-30\|102.81\|16.16\|91.00\|106.21\|89.00\|138095;2026-07-31\|100.08\|-2.66\|110.00\|113.00\|95.61\|128564;2026-08-03\|96.69\|-3.39\|94.64\|102.37\|91.45\|79530;2026-08-04\|100.00\|3.42\|94.77\|103.98\|86.86\|101465;2026-08-05\|106.63\|6.63\|93.74\|113.48\|93.21\|111099;2026-08-06\|106.82\|0.18\|101.20\|110.55\|99.00\|93760;2026-08-07\|106.20\|-0.58\|105.00\|110.00\|100.11\|90699;2026-08-10\|114.71\|8.01\|105.00\|120.88\|98.50\|115747;2026-08-11\|122.10\|6.44\|111.00\|132.20\|110.78\|121022;2026-08-12\|128.26\|5.04\|117.00\|129.19\|115.00\|102958;2026-08-13\|118.32\|-7.75\|128.27\|132.54\|118.23\|96907;2026-08-14\|121.20\|2.43\|118.91\|123.87\|114.00\|72575;2026-08-17\|120.44\|-0.63\|118.04\|123.90\|114.69\|82449;2026-08-18\|123.90\|2.87\|120.25\|127.70\|116.62\|85378;2026-08-19\|104.00\|-16.06\|113.03\|119.60\|103.39\|82711;2026-08-20\|107.56\|3.42\|106.00\|111.00\|100.88\|69554;2026-08-21\|107.09\|-0.44\|105.78\|111.07\|104.01\|65032;2026-08-24\|104.00\|-2.89\|105.27\|107.00\|100.88\|50539;2026-08-25\|101.00\|-2.88\|100.00\|103.72\|93.59\|60369;2026-08-26\|98.98\|-2.00\|102.20\|102.38\|96.80\|44892;2026-08-27\|106.30\|7.40\|100.39\|107.49\|97.56\|71825;2026-08-28\|104.50\|-1.69\|107.89\|115.15\|104.50\|80780;2026-08-31\|103.32\|-1.13\|102.00\|104.52\|99.00\|56708;2026-09-01\|96.95\|-6.17\|103.48\|103.50\|96.00\|47766;2026-09-02\|94.00\|-3.04\|93.77\|97.88\|92.87\|36238;2026-09-03\|94.62\|0.66\|97.00\|97.60\|91.66\|45302;2026-09-04\|89.57\|-5.34\|94.62\|96.62\|88.50\|49245;2026-09-07\|94.00\|4.95\|90.49\|94.89\|90.00\|44472;2026-09-08\|92.60\|-1.49\|94.00\|95.99\|91.69\|39155;2026-09-09\|91.94\|-0.71\|93.16\|96.26\|91.20\|36689;2026-09-10\|92.60\|0.72\|91.00\|93.99\|89.61\|35621;2026-09-11\|109.90\|18.68\|91.91\|109.99\|91.19\|111633;2026-09-14\|119.47\|8.71\|103.60\|123.00\|102.50\|117260
116934	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	涨停揭秘：三环集团作为Bloom Energy燃料电池隔膜片主要供应商，直接受益于美国GE Vernova能源设备利润大增及全球氢能设备加速放量，叠加自身一季度净利润同比增长48.48%；涨停缘由：深度绑定国际头部燃料电池企业Bloom Energy；燃气轮机与氢能装备产业链景气上行；年报及一季报密集披露期业绩兑现；资金逻辑：机构持仓强化+主题资金回流，燃气轮机板块近期获北向与游资共振，龙虎榜多次出现机构席位净买入；风险提示：海外客户订单波动性大，出口占比高带来汇率与地缘政治风险；当前估值已处近三年高位，短期涨幅较大存回调压力	1、国内电子陶瓷元件龙头；公司核心产品为多层片式陶瓷电容器（MLCC）； 2、公司与Bloom Energy已建立长期合作关系，是其燃料电池隔膜片的主要供应商	2026-05-11\|88.22\|2.76\|87.58\|91.50\|85.88\|319369;2026-05-12\|88.21\|-0.01\|89.80\|90.25\|86.70\|236248;2026-05-13\|90.69\|2.81\|87.45\|91.79\|86.96\|338965;2026-05-14\|88.39\|-2.54\|91.90\|92.29\|87.95\|264185;2026-05-15\|85.70\|-3.04\|88.51\|90.28\|84.85\|333375;2026-05-18\|87.90\|2.57\|85.06\|90.30\|84.64\|316747;2026-05-19\|96.54\|9.83\|89.55\|97.80\|88.71\|521740;2026-05-20\|95.96\|-0.60\|96.30\|97.09\|91.50\|372153;2026-05-21\|98.47\|2.62\|98.99\|105.00\|98.42\|503859;2026-05-22\|115.00\|16.79\|104.99\|118.00\|104.68\|823684;2026-05-25\|115.35\|0.30\|121.00\|123.00\|114.00\|899259;2026-05-26\|116.93\|1.37\|113.00\|117.58\|109.38\|785030;2026-05-27\|122.99\|5.18\|119.03\|129.28\|119.03\|791479;2026-05-28\|132.11\|7.42\|126.00\|135.00\|123.00\|991670;2026-05-29\|128.78\|-2.52\|132.00\|132.00\|125.30\|661594;2026-06-01\|125.63\|-2.45\|125.00\|137.13\|124.62\|782609;2026-06-02\|134.46\|7.03\|122.00\|138.18\|120.02\|878184;2026-06-03\|134.89\|0.32\|134.79\|137.71\|129.38\|703100;2026-06-04\|139.03\|3.07\|131.77\|141.00\|127.00\|740527;2026-06-05\|134.83\|-3.02\|136.00\|142.90\|130.00\|782509;2026-06-08\|122.92\|-8.83\|130.78\|132.56\|121.52\|921088;2026-06-09\|141.02\|14.72\|126.43\|144.00\|123.39\|854750;2026-06-10\|132.00\|-6.40\|135.50\|137.85\|130.00\|537341;2026-06-11\|131.63\|-0.28\|132.55\|140.66\|129.50\|548531;2026-06-12\|126.50\|-3.90\|136.38\|136.82\|125.20\|602746;2026-06-15\|150.25\|18.77\|133.60\|151.79\|131.11\|831020;2026-06-16\|150.22\|-0.02\|150.10\|157.08\|149.01\|888017;2026-06-17\|155.46\|3.49\|150.00\|159.00\|148.36\|809404;2026-06-18\|157.89\|1.56\|155.47\|166.66\|154.23\|771287;2026-06-22\|156.11\|-1.13\|161.04\|164.98\|150.00\|776829;2026-06-23\|145.50\|-6.80\|155.75\|155.80\|143.97\|678132;2026-06-24\|145.26\|-0.16\|144.81\|150.23\|142.20\|685009;2026-06-25\|163.62\|12.64\|150.19\|165.00\|147.00\|887911;2026-06-26\|160.05\|-2.18\|157.11\|164.49\|154.90\|748157;2026-06-29\|166.69\|4.15\|170.00\|180.35\|160.58\|914292;2026-06-30\|166.90\|0.13\|167.00\|171.22\|157.00\|744854;2026-07-01\|170.46\|2.13\|175.45\|177.77\|165.01\|739563;2026-07-02\|148.20\|-13.06\|161.85\|163.65\|146.07\|888724;2026-07-03\|144.89\|-2.23\|147.98\|154.19\|138.36\|664844;2026-07-06\|141.73\|-2.18\|148.50\|154.10\|139.03\|761128;2026-07-07\|140.00\|-1.22\|140.00\|146.29\|136.00\|530737;2026-07-08\|130.43\|-6.84\|141.18\|142.99\|129.38\|858976;2026-07-09\|133.81\|2.59\|132.00\|134.50\|124.21\|816221;2026-07-10\|127.05\|-5.05\|136.11\|144.49\|126.17\|734356;2026-07-13\|111.80\|-12.00\|125.00\|125.95\|109.20\|1004155;2026-07-14\|121.88\|9.02\|111.49\|123.00\|110.12\|735364;2026-07-15\|114.60\|-5.97\|125.12\|125.67\|113.47\|526908;2026-07-16\|106.86\|-6.75\|110.67\|114.47\|105.60\|572328;2026-07-17\|99.01\|-7.35\|106.61\|107.54\|95.40\|767773;2026-07-20\|91.02\|-8.07\|102.84\|104.00\|87.80\|844034;2026-07-21\|107.54\|18.15\|95.50\|107.70\|86.03\|1018948;2026-07-22\|102.98\|-4.24\|107.61\|110.88\|101.00\|876500;2026-07-23\|105.55\|2.50\|107.17\|112.20\|104.62\|793028;2026-07-24\|100.84\|-4.46\|102.49\|103.60\|99.03\|522271;2026-07-27\|111.57\|10.64\|102.65\|113.38\|100.48\|739511;2026-07-28\|100.83\|-9.63\|107.29\|108.18\|99.68\|646126;2026-07-29\|108.89\|7.99\|102.85\|110.50\|102.85\|940891;2026-07-30\|105.30\|-3.30\|111.02\|113.98\|99.00\|1112755;2026-07-31\|111.68\|6.06\|121.00\|121.54\|111.51\|1049502;2026-08-03\|114.00\|2.08\|111.80\|116.10\|110.00\|723398;2026-08-04\|120.98\|6.12\|112.00\|124.10\|109.11\|791284;2026-08-05\|128.19\|5.96\|117.90\|134.43\|117.90\|782652;2026-08-06\|127.00\|-0.93\|124.00\|129.65\|120.80\|767691;2026-08-07\|127.39\|0.31\|124.59\|133.00\|120.33\|840247;2026-08-10\|126.90\|-0.38\|126.00\|130.00\|120.02\|802970;2026-08-11\|130.05\|2.48\|123.00\|137.77\|123.00\|902246;2026-08-12\|127.97\|-1.60\|126.99\|131.00\|124.10\|573458;2026-08-13\|128.40\|0.34\|131.81\|136.49\|128.06\|760982;2026-08-14\|129.09\|0.54\|132.52\|133.18\|125.91\|525593;2026-08-17\|130.15\|0.82\|127.80\|130.15\|124.44\|644536;2026-08-18\|123.99\|-4.73\|128.05\|133.15\|123.97\|725882;2026-08-19\|109.60\|-11.61\|117.87\|119.28\|108.69\|854569;2026-08-20\|111.51\|1.74\|110.70\|113.86\|109.67\|472150;2026-08-21\|113.90\|2.14\|111.01\|115.50\|109.64\|423051;2026-08-24\|108.94\|-4.35\|113.85\|114.84\|105.86\|514387;2026-08-25\|109.10\|0.15\|108.00\|110.76\|103.45\|376898;2026-08-26\|108.69\|-0.38\|109.17\|110.17\|106.30\|279079;2026-08-27\|112.48\|3.49\|110.01\|113.40\|108.58\|455586;2026-08-28\|112.24\|-0.21\|113.96\|118.11\|112.07\|615975;2026-08-31\|115.00\|2.46\|108.00\|115.00\|107.79\|496449;2026-09-01\|109.22\|-5.03\|114.00\|115.49\|108.15\|397060;2026-09-02\|107.87\|-1.24\|107.14\|109.42\|106.10\|333292;2026-09-03\|110.91\|2.82\|110.02\|113.95\|109.09\|422922;2026-09-04\|108.40\|-2.26\|113.51\|115.32\|107.25\|345887;2026-09-07\|114.92\|6.01\|110.35\|115.55\|110.00\|565058;2026-09-08\|115.17\|0.22\|114.93\|117.90\|113.41\|391048;2026-09-09\|117.77\|2.26\|118.63\|121.54\|116.71\|516563;2026-09-10\|117.70\|-0.06\|115.07\|118.65\|113.67\|330488;2026-09-11\|124.36\|5.66\|117.00\|127.00\|115.05\|765635;2026-09-14\|125.83\|1.18\|120.50\|131.23\|120.00\|743190
116933	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	涨停揭秘：参股公司信维电科高端MLCC通过国内主流客户认证并批量交付，同时高精密连接器切入商业卫星地面接收站供应链；涨停缘由：信维电科高端MLCC部分关键高容料号已通过国内主流客户认证并批量交付；正送样北美大客户验证；高精密连接器已成功供货国外商业卫星地面接收站客户；服务器等新应用场景合作持续推进；资金逻辑：被动元件板块因龙头涨价函集体走强，铝电解及薄膜电容概念涨超2%，资金偏好具备技术突破与海外验证进展的标的；风险提示：MLCC业务仍处导入期，北美客户验证结果未明，卫星通信业务占比低，短期难显著增厚业绩	1、参股公司信维电科的高端MLCC业务，部分关键高容料号已通过国内主流客户认证并实现批量交付，目前正送样北美大客户验证，公司正拓展与客户在服务器等相关领域的业务合作与交流； 2、公司高精密连接器等产品解决方案可应用于商业卫星的地面接收站，已成功给国外部分客户供货	2026-05-11\|115.57\|14.03\|106.80\|116.60\|105.78\|1098041;2026-05-12\|109.30\|-5.43\|117.65\|118.17\|107.50\|1160880;2026-05-13\|113.70\|4.03\|108.55\|114.88\|108.55\|870221;2026-05-14\|102.51\|-9.84\|112.88\|114.88\|102.51\|1335583;2026-05-15\|99.61\|-2.83\|103.80\|104.77\|97.32\|1127994;2026-05-18\|111.75\|12.19\|102.38\|117.00\|101.50\|1327053;2026-05-19\|111.00\|-0.67\|111.97\|114.36\|108.68\|918117;2026-05-20\|112.40\|1.26\|109.58\|113.55\|107.11\|859782;2026-05-21\|109.55\|-2.54\|113.00\|118.00\|108.00\|1158602;2026-05-22\|118.98\|8.66\|106.00\|120.60\|104.06\|1144474;2026-05-25\|118.63\|-0.29\|122.00\|124.55\|113.80\|1121085;2026-05-26\|110.33\|-7.00\|115.81\|116.40\|108.69\|990439;2026-05-27\|111.98\|1.50\|113.70\|114.99\|107.01\|911888;2026-05-28\|113.68\|1.52\|109.74\|115.80\|106.98\|833303;2026-05-29\|98.65\|-13.22\|111.00\|112.48\|95.51\|1397778;2026-06-01\|91.53\|-7.22\|96.89\|98.35\|91.18\|979532;2026-06-02\|91.97\|0.48\|92.08\|93.99\|88.00\|807513;2026-06-03\|95.60\|3.95\|91.00\|99.80\|90.50\|950822;2026-06-04\|98.00\|2.51\|93.00\|98.50\|93.00\|679734;2026-06-05\|106.33\|8.50\|100.00\|108.98\|97.00\|1290149;2026-06-08\|103.65\|-2.52\|101.36\|110.18\|101.36\|1084773;2026-06-09\|103.00\|-0.63\|101.97\|104.00\|96.39\|920482;2026-06-10\|96.39\|-6.42\|100.86\|103.90\|95.30\|743686;2026-06-11\|99.28\|3.00\|96.37\|101.87\|92.68\|918558;2026-06-12\|96.86\|-2.44\|102.87\|105.00\|96.16\|940885;2026-06-15\|97.70\|0.87\|94.00\|98.99\|90.00\|989095;2026-06-16\|100.16\|2.52\|104.49\|106.80\|99.50\|1182487;2026-06-17\|105.56\|5.39\|104.66\|112.90\|103.20\|1495046;2026-06-18\|107.45\|1.79\|102.50\|110.80\|101.58\|1219061;2026-06-22\|99.32\|-7.57\|105.45\|108.78\|97.50\|1254468;2026-06-23\|95.48\|-3.87\|95.91\|98.79\|93.00\|868638;2026-06-24\|103.12\|8.00\|94.24\|104.88\|93.18\|1040595;2026-06-25\|116.73\|13.20\|103.00\|117.56\|102.30\|1559298;2026-06-26\|118.19\|1.25\|114.63\|121.40\|113.12\|1174706;2026-06-29\|116.75\|-1.22\|121.40\|129.44\|115.93\|1161661;2026-06-30\|119.25\|2.14\|117.01\|120.77\|113.75\|836134;2026-07-01\|112.16\|-5.95\|120.50\|123.36\|109.64\|1002564;2026-07-02\|101.01\|-9.94\|106.50\|108.77\|100.80\|752946;2026-07-03\|102.60\|1.57\|101.00\|107.18\|100.99\|650214;2026-07-06\|93.67\|-8.70\|102.91\|104.60\|93.38\|701867;2026-07-07\|93.40\|-0.29\|93.00\|96.60\|92.20\|453103;2026-07-08\|89.88\|-3.77\|94.80\|94.90\|89.68\|511552;2026-07-09\|99.71\|10.94\|91.02\|100.45\|87.29\|653201;2026-07-10\|99.38\|-0.33\|98.87\|109.63\|95.33\|1326124;2026-07-13\|86.31\|-13.15\|96.00\|96.99\|86.31\|878289;2026-07-14\|89.70\|3.93\|84.66\|89.95\|80.18\|712596;2026-07-15\|83.93\|-6.43\|95.00\|96.00\|83.83\|632539;2026-07-16\|79.05\|-5.81\|81.38\|85.24\|77.90\|569397;2026-07-17\|69.51\|-12.07\|77.56\|78.50\|69.12\|743365;2026-07-20\|63.18\|-9.11\|72.50\|72.96\|60.44\|811965;2026-07-21\|68.51\|8.44\|64.31\|68.98\|55.78\|974235;2026-07-22\|64.38\|-6.03\|66.60\|69.25\|63.87\|685469;2026-07-23\|66.48\|3.26\|65.02\|69.00\|64.70\|680518;2026-07-24\|62.57\|-5.88\|64.94\|65.88\|62.39\|480001;2026-07-27\|66.66\|6.54\|63.35\|66.67\|62.00\|550806;2026-07-28\|62.40\|-6.39\|64.64\|66.36\|61.85\|450823;2026-07-29\|61.61\|-1.27\|62.40\|64.09\|59.46\|519700;2026-07-30\|56.50\|-8.29\|61.05\|62.20\|55.55\|644435;2026-07-31\|57.48\|1.73\|60.00\|62.00\|57.01\|668433;2026-08-03\|56.50\|-1.70\|56.32\|58.88\|55.75\|527201;2026-08-04\|59.55\|5.40\|57.99\|60.30\|56.22\|588398;2026-08-05\|63.95\|7.39\|58.06\|64.97\|58.00\|753716;2026-08-06\|65.38\|2.24\|62.17\|66.94\|62.17\|751643;2026-08-07\|68.12\|4.19\|66.30\|68.57\|65.23\|802664;2026-08-10\|68.36\|0.35\|69.70\|69.99\|65.55\|684900;2026-08-11\|67.29\|-1.57\|65.98\|69.85\|64.75\|674706;2026-08-12\|68.58\|1.92\|67.11\|70.40\|66.18\|559728;2026-08-13\|67.29\|-1.88\|69.51\|70.70\|67.26\|559816;2026-08-14\|68.30\|1.50\|67.69\|68.99\|66.34\|413367;2026-08-17\|70.40\|3.07\|68.79\|70.40\|68.07\|456381;2026-08-18\|69.65\|-1.07\|70.40\|70.93\|68.46\|429613;2026-08-19\|60.33\|-13.38\|70.39\|70.40\|60.04\|964401;2026-08-20\|59.62\|-1.18\|61.54\|61.95\|58.69\|556036;2026-08-21\|60.96\|2.25\|58.76\|61.78\|58.58\|424731;2026-08-24\|58.92\|-3.35\|60.52\|61.00\|57.54\|419274;2026-08-25\|59.84\|1.56\|58.04\|60.59\|56.71\|356790;2026-08-26\|59.62\|-0.37\|60.00\|60.49\|58.40\|267304;2026-08-27\|62.07\|4.11\|59.70\|62.20\|59.51\|348788;2026-08-28\|60.34\|-2.79\|61.67\|63.20\|60.21\|603588;2026-08-31\|61.21\|1.44\|58.59\|61.21\|58.22\|390035;2026-09-01\|59.04\|-3.55\|61.00\|61.20\|58.86\|312850;2026-09-02\|58.07\|-1.64\|58.08\|58.80\|57.50\|252286;2026-09-03\|57.65\|-0.72\|58.54\|58.94\|56.90\|268175;2026-09-04\|56.18\|-2.55\|58.30\|58.97\|55.66\|314141;2026-09-07\|57.29\|1.98\|56.00\|57.88\|55.99\|304814;2026-09-08\|57.54\|0.44\|57.10\|58.65\|56.73\|316288;2026-09-09\|57.05\|-0.85\|58.26\|58.78\|56.68\|260394;2026-09-10\|56.96\|-0.16\|56.50\|57.77\|56.20\|207039;2026-09-11\|56.83\|-0.23\|56.39\|57.28\|54.23\|367467;2026-09-14\|56.92\|0.16\|56.65\|57.92\|55.20\|286099
116932	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLCC涨价+投资建厂+存储芯片测试行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月4日及6月2日互动易，鉴于市场环境变化，公司MLCC产品已实施价格调整；公司电子元器件业务产线整体产能利用率处于较高水平，伴随下游客户逐步认证放量及行业产品价格回暖，产品毛利率有望局部改善。 2、据2026年6月5日公告，公司拟联合竞买深圳市龙华区一地块，投资建设高端半导体及自动化设备研发生产基地项目，投资总额预计不超过3亿元。 3、据2026年5月15日互动易，公司2025年度在研项目包括CP及FT自动分选测试技术，拟研发面向存储芯片晶圆Die及颗粒的自动化测试分选设备，实现芯片好坏等级精准分选并定位物理损坏位置，适配DDR4/DDR5迭代需求，满足AI算力增长带动的市场测试需求。	1、公司生产的电子元器件产品主要为片式多层陶瓷电容器（MLCC），此外业务涉及PCBA插损检测设备等自动化设备； 2、公司正研发面向DDR4/DDR5存储芯片的FT/CP自动分选测试设备，满足AI算力带动的测试需求；新凯来与上海宇量昇都为公司客户	2026-05-11\|28.35\|0.35\|28.50\|28.80\|27.89\|193814;2026-05-12\|28.58\|0.81\|28.60\|29.39\|27.66\|233188;2026-05-13\|28.15\|-1.50\|27.92\|28.37\|27.71\|157086;2026-05-14\|27.71\|-1.56\|28.52\|28.66\|27.56\|149675;2026-05-15\|28.51\|2.89\|27.56\|29.36\|27.38\|220234;2026-05-18\|28.35\|-0.56\|28.00\|28.76\|27.51\|131219;2026-05-19\|30.30\|6.88\|28.07\|30.38\|27.76\|307663;2026-05-20\|36.36\|20.00\|33.04\|36.36\|32.52\|629801;2026-05-21\|35.70\|-1.82\|34.19\|37.20\|33.90\|778731;2026-05-22\|42.84\|20.00\|36.00\|42.84\|36.00\|829880;2026-05-25\|43.03\|0.44\|46.02\|46.77\|41.82\|835404;2026-05-26\|45.99\|6.88\|42.10\|46.44\|40.06\|766800;2026-05-27\|43.91\|-4.52\|45.04\|48.50\|43.73\|615087;2026-05-28\|45.51\|3.64\|45.39\|48.22\|44.52\|577067;2026-05-29\|44.34\|-2.57\|46.32\|47.99\|42.29\|625899;2026-06-01\|46.30\|4.42\|43.31\|51.31\|43.31\|684476;2026-06-02\|53.50\|15.55\|45.47\|53.76\|44.44\|712600;2026-06-03\|54.08\|1.08\|52.94\|55.04\|51.35\|621956;2026-06-04\|59.36\|9.76\|55.80\|62.88\|54.26\|610551;2026-06-05\|56.23\|-5.27\|57.00\|59.36\|54.70\|572834;2026-06-08\|50.81\|-9.64\|53.94\|55.15\|50.00\|509029;2026-06-09\|60.97\|20.00\|51.95\|60.97\|50.30\|522024;2026-06-10\|61.90\|1.53\|63.29\|64.80\|60.52\|516052;2026-06-11\|58.26\|-5.88\|60.90\|62.83\|56.91\|479295;2026-06-12\|50.87\|-12.68\|58.74\|59.34\|50.40\|572636;2026-06-15\|58.30\|14.61\|53.90\|58.40\|53.50\|541111;2026-06-16\|60.21\|3.28\|57.70\|61.86\|56.16\|567688;2026-06-17\|65.32\|8.49\|58.00\|65.38\|57.14\|572824;2026-06-18\|68.62\|5.05\|63.00\|75.18\|63.00\|542570;2026-06-22\|67.88\|-1.08\|68.00\|68.63\|64.52\|457028;2026-06-23\|70.32\|3.59\|67.72\|72.28\|66.60\|592240;2026-06-24\|74.95\|6.58\|68.93\|76.95\|68.50\|520647;2026-06-25\|84.91\|13.29\|74.63\|86.79\|69.00\|553770;2026-06-26\|73.07\|-13.94\|78.00\|79.70\|72.73\|433244;2026-06-29\|76.07\|4.11\|74.99\|78.00\|69.89\|334279;2026-06-30\|72.25\|-5.02\|73.45\|73.45\|67.00\|301816;2026-07-01\|71.02\|-1.70\|72.70\|76.18\|70.50\|269619;2026-07-02\|61.99\|-12.71\|65.75\|68.00\|60.00\|290949;2026-07-03\|58.09\|-6.29\|61.08\|62.38\|57.03\|262163;2026-07-06\|57.33\|-1.31\|60.21\|61.97\|56.00\|228100;2026-07-07\|59.77\|4.26\|57.66\|60.15\|55.66\|236734;2026-07-08\|62.80\|5.07\|60.01\|64.00\|60.01\|306265;2026-07-09\|60.20\|-4.14\|62.15\|63.00\|51.00\|408866;2026-07-10\|55.70\|-7.48\|59.81\|60.93\|55.60\|325580;2026-07-13\|51.62\|-7.33\|55.00\|57.19\|51.03\|261256;2026-07-14\|55.08\|6.70\|52.38\|55.25\|49.89\|230326;2026-07-15\|51.00\|-7.41\|56.03\|56.65\|50.78\|176507;2026-07-16\|48.40\|-5.10\|49.77\|51.66\|47.00\|177336;2026-07-17\|42.09\|-13.04\|48.02\|48.34\|42.09\|210372;2026-07-20\|35.32\|-16.08\|43.50\|43.96\|34.12\|293460;2026-07-21\|39.72\|12.46\|35.83\|39.87\|31.03\|329675;2026-07-22\|37.57\|-5.41\|39.33\|40.40\|36.82\|235567;2026-07-23\|38.90\|3.54\|37.83\|42.50\|37.83\|331355;2026-07-24\|37.46\|-3.70\|37.83\|39.31\|37.11\|225269;2026-07-27\|40.02\|6.83\|36.99\|40.13\|36.58\|236819;2026-07-28\|36.59\|-8.57\|41.10\|42.30\|36.16\|387714;2026-07-29\|37.39\|2.19\|36.53\|38.46\|35.65\|375650;2026-07-30\|35.32\|-5.54\|36.70\|39.39\|34.51\|381125;2026-07-31\|39.50\|11.83\|39.48\|42.38\|38.23\|596681;2026-08-03\|41.37\|4.73\|39.00\|41.81\|37.70\|531146;2026-08-04\|43.21\|4.45\|40.86\|43.58\|38.09\|531106;2026-08-05\|45.70\|5.76\|39.91\|47.88\|39.91\|573199;2026-08-06\|45.27\|-0.94\|44.17\|46.53\|42.81\|435909;2026-08-07\|45.45\|0.40\|44.46\|47.15\|43.01\|478397;2026-08-10\|47.04\|3.50\|45.00\|47.57\|43.20\|428823;2026-08-11\|46.42\|-1.32\|45.34\|51.00\|45.33\|496146;2026-08-12\|45.59\|-1.79\|46.65\|47.30\|45.00\|341774;2026-08-13\|43.58\|-4.41\|45.68\|46.98\|43.52\|378841;2026-08-14\|46.65\|7.04\|44.45\|46.65\|44.45\|412115;2026-08-17\|46.91\|0.56\|46.20\|46.91\|45.04\|355997;2026-08-18\|48.68\|3.77\|46.79\|49.15\|46.25\|382618;2026-08-19\|42.01\|-13.70\|45.52\|46.99\|42.00\|299409;2026-08-20\|41.00\|-2.40\|42.10\|42.99\|40.23\|205723;2026-08-21\|41.96\|2.34\|40.84\|42.85\|40.55\|187748;2026-08-24\|40.26\|-4.05\|41.58\|41.73\|38.97\|187803;2026-08-25\|39.43\|-2.06\|39.01\|40.20\|36.61\|209454;2026-08-26\|38.37\|-2.69\|39.91\|39.98\|37.68\|159706;2026-08-27\|40.30\|5.03\|38.39\|40.43\|38.15\|190024;2026-08-28\|39.05\|-3.10\|40.31\|41.39\|39.00\|191933;2026-08-31\|40.14\|2.79\|38.29\|40.25\|38.13\|154843;2026-09-01\|38.16\|-4.93\|40.70\|40.70\|37.90\|156436;2026-09-02\|37.55\|-1.60\|37.80\|38.12\|37.28\|102234;2026-09-03\|37.81\|0.69\|37.85\|38.43\|37.02\|112960;2026-09-04\|36.06\|-4.63\|38.04\|38.43\|35.73\|144576;2026-09-07\|37.75\|4.69\|36.48\|38.10\|36.04\|142308;2026-09-08\|36.81\|-2.49\|36.89\|37.76\|36.36\|147899;2026-09-09\|36.55\|-0.71\|36.85\|37.96\|36.28\|131626;2026-09-10\|36.28\|-0.74\|36.20\|36.97\|35.73\|87064;2026-09-11\|37.62\|3.69\|35.70\|37.90\|35.08\|228393;2026-09-14\|39.95\|6.19\|36.79\|40.39\|36.40\|296879
116931	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	储能调频+消费电子+智能穿戴 1、据2026年5月13日机构调研，公司2026年确立“稳玻璃、强储能”双主业战略，山西偏关100MW储能调频电站已并网运营且指标领先，将推动125MW新项目在年内并网，累计规模将达225MW；公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务。 2、据2026年4月24日年报，公司主要从事玻璃防护屏的研发、生产和销售，产品广泛应用于智能手机、平板电脑、智能穿戴等终端，已成为京东方、三星显示等厂商的配套供应商，产品最终应用于华为、vivo、三星等知名品牌。 3、据2026年4月24日年报，公司智能穿戴类业务涉及玻璃盖板研发，已完成智能穿戴盖板玻璃肖特AS自制减薄工艺等研发项目，产品应用于智能穿戴等新一代智能终端。	1、公司于2026年5月成功中标山西某煤电公司合同能源管理项目，采用“超级电容+飞轮+锂电”耦合模式提供调频服务； 2、公司的玻璃防护屏产品在VR或AR终端上具备一定的应用场景	2026-05-11\|25.73\|0.78\|25.91\|26.25\|25.00\|61763;2026-05-12\|25.68\|-0.19\|25.67\|25.90\|24.80\|41560;2026-05-13\|26.51\|3.23\|25.68\|26.85\|25.21\|72275;2026-05-14\|25.79\|-2.72\|26.35\|26.39\|25.61\|41488;2026-05-15\|24.94\|-3.30\|25.58\|25.85\|24.82\|42095;2026-05-18\|24.42\|-2.08\|24.97\|25.24\|24.19\|40225;2026-05-19\|24.58\|0.66\|24.49\|24.70\|24.01\|33141;2026-05-20\|24.74\|0.65\|24.57\|24.90\|24.06\|32864;2026-05-21\|26.01\|5.13\|24.83\|27.30\|24.80\|136113;2026-05-22\|26.22\|0.81\|26.54\|26.84\|25.50\|121609;2026-05-25\|26.58\|1.37\|26.37\|26.98\|25.88\|82778;2026-05-26\|25.95\|-2.37\|26.32\|26.89\|25.55\|50246;2026-05-27\|25.18\|-2.97\|26.00\|26.13\|24.91\|52862;2026-05-28\|25.92\|2.94\|25.05\|26.10\|24.65\|53061;2026-05-29\|17.77\|-4.00\|18.51\|19.13\|17.58\|79301;2026-06-01\|17.51\|-1.46\|17.77\|18.79\|17.46\|76867;2026-06-02\|17.53\|0.11\|17.50\|17.88\|16.85\|68927;2026-06-03\|16.75\|-4.45\|17.50\|17.68\|16.55\|64180;2026-06-04\|16.33\|-2.51\|16.50\|17.68\|16.16\|85557;2026-06-05\|16.64\|1.90\|16.16\|17.25\|15.77\|92739;2026-06-08\|15.61\|-6.19\|17.00\|17.26\|15.58\|112639;2026-06-09\|16.01\|2.56\|15.80\|16.26\|15.27\|82234;2026-06-10\|16.00\|-0.06\|15.82\|16.58\|15.68\|72294;2026-06-11\|16.10\|0.62\|16.50\|16.80\|15.55\|75030;2026-06-12\|15.60\|-3.11\|16.30\|16.70\|15.56\|64651;2026-06-15\|15.84\|1.54\|15.68\|16.23\|15.50\|54988;2026-06-16\|16.60\|4.80\|15.83\|16.75\|15.45\|83595;2026-06-17\|16.23\|-2.23\|16.41\|17.08\|16.18\|78339;2026-06-18\|15.85\|-2.34\|16.31\|16.48\|15.84\|62170;2026-06-22\|15.65\|-1.26\|15.83\|16.00\|15.18\|77119;2026-06-23\|15.41\|-1.53\|15.50\|16.00\|15.28\|61276;2026-06-24\|15.39\|-0.13\|15.30\|15.90\|14.50\|101304;2026-06-25\|17.47\|13.52\|15.39\|17.80\|15.20\|194365;2026-06-26\|20.96\|19.98\|18.36\|20.96\|17.22\|446885;2026-06-29\|17.38\|-17.08\|19.88\|20.55\|17.26\|487201;2026-06-30\|19.40\|11.62\|18.00\|20.00\|17.80\|370517;2026-07-01\|19.38\|-0.10\|19.66\|19.99\|18.50\|276378;2026-07-02\|19.45\|0.36\|18.96\|20.12\|18.66\|211988;2026-07-03\|22.77\|17.07\|19.39\|23.34\|19.20\|360004;2026-07-06\|23.48\|3.12\|22.98\|24.39\|22.68\|278604;2026-07-07\|22.52\|-4.09\|23.37\|24.30\|22.31\|157682;2026-07-08\|21.72\|-3.55\|22.35\|23.42\|21.30\|153878;2026-07-09\|21.59\|-0.60\|21.32\|21.82\|20.54\|178566;2026-07-10\|20.60\|-4.59\|21.38\|21.76\|20.13\|166044;2026-07-13\|16.89\|-18.01\|20.21\|20.32\|16.50\|211030;2026-07-14\|16.90\|0.06\|16.80\|17.60\|16.21\|121482;2026-07-15\|15.84\|-6.27\|16.62\|17.28\|15.69\|116843;2026-07-16\|15.36\|-3.03\|15.41\|16.23\|15.17\|108577;2026-07-17\|13.35\|-13.09\|15.24\|15.34\|13.18\|155378;2026-07-20\|12.65\|-5.24\|13.63\|14.59\|12.21\|174674;2026-07-21\|14.23\|12.49\|12.70\|14.36\|11.22\|215565;2026-07-22\|13.77\|-3.23\|14.00\|14.53\|13.65\|122400;2026-07-23\|13.45\|-2.32\|13.77\|13.92\|13.14\|83587;2026-07-24\|13.01\|-3.27\|13.28\|13.39\|12.83\|55640;2026-07-27\|13.52\|3.92\|13.04\|13.60\|12.80\|68677;2026-07-28\|12.95\|-4.22\|13.25\|13.69\|12.88\|76204;2026-07-29\|13.00\|0.39\|13.00\|13.12\|12.43\|84799;2026-07-30\|12.28\|-5.54\|13.01\|13.07\|12.05\|96010;2026-07-31\|12.74\|3.75\|12.83\|13.22\|12.70\|78327;2026-08-03\|13.23\|3.85\|12.78\|13.27\|12.56\|75300;2026-08-04\|13.75\|3.93\|13.23\|13.92\|13.21\|84657;2026-08-05\|14.75\|7.27\|13.70\|14.85\|13.69\|103883;2026-08-06\|15.47\|4.88\|14.62\|15.83\|14.41\|111664;2026-08-07\|17.27\|11.64\|15.61\|17.41\|15.50\|141658;2026-08-10\|20.72\|19.98\|17.50\|20.72\|17.33\|269869;2026-08-11\|22.03\|6.32\|20.48\|22.28\|20.02\|277826;2026-08-12\|22.65\|2.81\|22.16\|23.19\|22.02\|237911;2026-08-13\|21.41\|-5.47\|23.00\|23.41\|21.31\|313999;2026-08-14\|21.00\|-1.92\|21.74\|21.90\|19.70\|232031;2026-08-17\|22.23\|5.86\|21.19\|22.30\|21.19\|179451;2026-08-18\|22.13\|-0.45\|22.24\|22.32\|21.63\|114544;2026-08-19\|19.91\|-10.03\|21.57\|21.69\|19.81\|138042;2026-08-20\|20.34\|2.16\|20.10\|21.28\|19.63\|118302;2026-08-21\|20.60\|1.28\|20.23\|20.98\|19.52\|109477;2026-08-24\|18.17\|-11.80\|20.40\|20.40\|17.65\|254909;2026-08-25\|17.86\|-1.71\|17.99\|18.35\|17.55\|139436;2026-08-26\|17.37\|-2.74\|17.69\|17.92\|16.89\|112379;2026-08-27\|17.39\|0.12\|17.60\|17.62\|17.06\|122245;2026-08-28\|17.82\|2.47\|17.39\|18.32\|17.10\|143041;2026-08-31\|17.99\|0.95\|17.39\|18.09\|17.21\|105692;2026-09-01\|18.04\|0.28\|17.94\|18.16\|17.50\|97314;2026-09-02\|18.29\|1.39\|17.75\|18.39\|17.18\|93615;2026-09-03\|17.92\|-2.02\|18.39\|18.58\|17.51\|109723;2026-09-04\|17.49\|-2.40\|18.09\|18.32\|17.21\|75133;2026-09-07\|18.27\|4.46\|17.73\|18.58\|17.18\|102156;2026-09-08\|18.11\|-0.88\|18.48\|19.44\|18.06\|96362;2026-09-09\|17.76\|-1.93\|18.14\|18.38\|17.55\|81803;2026-09-10\|17.44\|-1.80\|17.53\|17.64\|17.23\|44667;2026-09-11\|16.71\|-4.19\|17.35\|17.35\|15.93\|94929;2026-09-14\|17.18\|2.81\|16.99\|17.40\|16.34\|75027
116930	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	半导体材料+超级电容+风电出海+央企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月6日互动易，公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环；据2026年3月28日年报，公司正加速推进新材料在半导体等领域的工程化应用。 2、据2026年6月5日互动易，公司风电业务新增订单中海外订单比例已超15%，持续深化与Nordex战略合作，并积极对接Vestas等海外头部整机厂商拓展新订单；据2026年4月24日机构调研，近两个季度新签订单中海外比例逐步提高且毛利率更高。 3、公司涉及超级电容概念，据2023年半年报，公司在电容隔膜材料方面已进入5G、汽车电子、新能源等高端市场并获取小批量订单；公司最终控制人为国务院国有资产监督管理委员会。	1、公司是国内稀缺的超容隔膜核心供应商，为江海股份等核心客户的上游隔膜供应商，产品性能对标日本NKK； 2、公司半导体封装新材料聚焦高端聚酰亚胺材料，用于IGBT等功率半导体封装领域，已打通材料研制至器件验证全链条，实现国产化闭环	2026-05-11\|12.67\|1.44\|12.56\|12.74\|12.49\|163631;2026-05-12\|12.35\|-2.53\|12.63\|12.63\|12.30\|124216;2026-05-13\|12.51\|1.30\|12.30\|12.54\|12.28\|96540;2026-05-14\|12.52\|0.08\|12.52\|12.88\|12.52\|184104;2026-05-15\|12.30\|-1.76\|12.50\|12.58\|12.14\|129727;2026-05-18\|12.11\|-1.54\|12.30\|12.32\|12.03\|95270;2026-05-19\|12.23\|0.99\|12.08\|12.25\|11.96\|94781;2026-05-20\|12.30\|0.57\|12.13\|12.45\|11.88\|118930;2026-05-21\|12.00\|-2.44\|12.70\|13.00\|11.97\|298897;2026-05-22\|12.88\|7.33\|12.05\|13.09\|11.86\|386155;2026-05-25\|12.66\|-1.71\|12.90\|12.95\|12.56\|192388;2026-05-26\|12.68\|0.16\|12.56\|12.70\|12.48\|164582;2026-05-27\|12.20\|-3.79\|12.64\|12.79\|12.13\|216341;2026-05-28\|12.65\|3.69\|12.19\|12.79\|12.11\|228730;2026-05-29\|12.66\|0.08\|12.68\|13.26\|12.60\|307301;2026-06-01\|12.69\|0.24\|12.58\|12.85\|12.45\|175952;2026-06-02\|12.95\|2.05\|12.65\|12.99\|12.61\|208521;2026-06-03\|12.79\|-1.24\|12.94\|13.17\|12.63\|233287;2026-06-04\|13.79\|7.82\|12.65\|14.07\|12.41\|679123;2026-06-05\|14.14\|2.54\|14.40\|14.69\|13.52\|777062;2026-06-08\|14.30\|1.13\|13.57\|14.88\|13.46\|649609;2026-06-09\|15.73\|10.00\|14.04\|15.73\|14.04\|815058;2026-06-10\|15.56\|-1.08\|15.30\|16.31\|15.26\|778887;2026-06-11\|15.23\|-2.12\|15.50\|15.70\|15.00\|497701;2026-06-12\|15.67\|2.89\|15.68\|16.00\|15.10\|560383;2026-06-15\|15.90\|1.47\|15.95\|16.59\|15.67\|755575;2026-06-16\|17.49\|10.00\|16.00\|17.49\|15.81\|989818;2026-06-17\|17.08\|-2.34\|17.47\|17.57\|16.39\|888498;2026-06-18\|16.71\|-2.17\|16.77\|17.50\|16.43\|695960;2026-06-22\|16.58\|-0.78\|16.88\|17.16\|15.97\|647439;2026-06-23\|15.93\|-3.92\|16.41\|16.84\|15.61\|566045;2026-06-24\|15.38\|-3.45\|15.63\|15.85\|15.30\|522777;2026-06-25\|16.92\|10.01\|15.60\|16.92\|15.59\|821771;2026-06-26\|15.71\|-7.15\|17.71\|17.92\|15.71\|758808;2026-06-29\|16.00\|1.85\|15.62\|16.35\|15.31\|559298;2026-06-30\|16.55\|3.44\|15.66\|16.73\|15.46\|513704;2026-07-01\|16.59\|0.24\|16.71\|17.73\|16.24\|522135;2026-07-02\|17.44\|5.12\|16.16\|18.25\|15.68\|891180;2026-07-03\|16.45\|-5.68\|17.07\|17.29\|16.00\|584069;2026-07-06\|16.00\|-2.74\|16.40\|17.17\|15.95\|452769;2026-07-07\|15.57\|-2.69\|15.90\|16.29\|15.50\|406002;2026-07-08\|14.01\|-10.02\|15.50\|15.57\|14.01\|574382;2026-07-09\|13.39\|-4.43\|13.92\|14.15\|12.98\|528787;2026-07-10\|12.62\|-5.75\|13.34\|13.57\|12.61\|486061;2026-07-13\|11.66\|-7.61\|12.60\|12.70\|11.58\|430909;2026-07-14\|11.90\|2.06\|11.78\|11.90\|11.42\|335916;2026-07-15\|11.59\|-2.60\|11.88\|12.00\|11.41\|306611;2026-07-16\|11.00\|-5.09\|11.50\|11.54\|10.94\|334519;2026-07-17\|10.39\|-5.55\|11.01\|11.06\|10.30\|346522;2026-07-20\|10.20\|-1.83\|10.52\|10.65\|10.02\|350460;2026-07-21\|10.73\|5.20\|10.27\|10.73\|10.02\|364266;2026-07-22\|10.37\|-1.89\|10.44\|10.65\|10.27\|249918;2026-07-23\|10.67\|2.89\|10.37\|10.69\|10.35\|201503;2026-07-24\|10.41\|-2.44\|10.55\|10.61\|10.37\|173175;2026-07-27\|10.85\|4.23\|10.43\|10.92\|10.43\|212339;2026-07-28\|10.85\|0.00\|10.68\|10.95\|10.62\|189443;2026-07-29\|11.18\|3.04\|10.86\|11.34\|10.74\|267753;2026-07-30\|11.13\|-0.45\|11.14\|11.28\|10.91\|199915;2026-07-31\|11.15\|0.18\|11.30\|11.50\|11.09\|285765;2026-08-03\|11.28\|1.17\|11.15\|11.34\|11.10\|146624;2026-08-04\|11.44\|1.42\|11.28\|11.50\|11.24\|161590;2026-08-05\|11.73\|2.54\|11.41\|11.88\|11.39\|213573;2026-08-06\|11.55\|-1.53\|11.76\|11.76\|11.44\|173844;2026-08-07\|11.58\|0.26\|11.53\|11.59\|11.37\|140069;2026-08-10\|11.67\|0.78\|11.58\|11.70\|11.40\|133455;2026-08-11\|11.51\|-1.37\|11.60\|11.72\|11.48\|136881;2026-08-12\|11.57\|0.52\|11.46\|11.65\|11.44\|117623;2026-08-13\|11.36\|-1.81\|11.62\|12.09\|11.36\|177192;2026-08-14\|11.62\|2.29\|11.39\|11.78\|11.39\|171273;2026-08-17\|11.77\|1.29\|11.62\|11.81\|11.56\|158563;2026-08-18\|11.63\|-1.19\|11.72\|11.79\|11.49\|135450;2026-08-19\|11.15\|-4.13\|11.50\|11.54\|11.08\|230931;2026-08-20\|11.66\|4.57\|11.59\|11.79\|11.49\|277571;2026-08-21\|11.54\|-1.03\|11.56\|11.67\|11.40\|168469;2026-08-24\|11.72\|1.56\|11.60\|11.89\|11.55\|216487;2026-08-25\|11.55\|-1.45\|11.61\|11.65\|11.32\|189053;2026-08-26\|11.60\|0.43\|11.55\|11.72\|11.51\|133155;2026-08-27\|11.89\|2.50\|11.58\|12.01\|11.56\|176736;2026-08-28\|11.78\|-0.93\|11.85\|11.92\|11.75\|120091;2026-08-31\|11.87\|0.76\|11.68\|11.87\|11.62\|122171;2026-09-01\|11.78\|-0.76\|11.79\|11.91\|11.68\|140874;2026-09-02\|11.49\|-2.46\|11.68\|11.73\|11.43\|132677;2026-09-03\|11.57\|0.70\|11.53\|11.61\|11.45\|97382;2026-09-04\|11.51\|-0.52\|11.60\|11.77\|11.45\|123724;2026-09-07\|11.61\|0.87\|11.52\|11.63\|11.43\|103586;2026-09-08\|11.75\|1.21\|11.61\|11.75\|11.53\|119640;2026-09-09\|11.93\|1.53\|11.71\|11.94\|11.71\|164420;2026-09-10\|11.62\|-2.60\|11.85\|11.87\|11.53\|177324;2026-09-11\|11.53\|-0.77\|11.54\|11.60\|11.33\|129950;2026-09-14\|11.56\|0.26\|11.45\|11.68\|11.40\|95817
116929	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLCC+AI算力+广东国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月1日公告，公司澄清近期媒体提及的“针对代理商0402、0603芯片电阻、MLCC全线暂停接单”信息不属实，为做好部分数字系统升级及产品结构调整，公司执行部分产品暂缓接单，截至公告日已恢复接单。 2、据2026年4月21日年报，公司是国内被动电子元件行业龙头，核心产品MLCC、片式电阻器均为“国家级制造业单项冠军产品”，致力于与AI算力、智能机器人等领域客户开展技术合作，提供电子元件整体配套解决方案。 3、据2026年5月29日互动易及4月21日公告，公司“祥和工业园高端电容基地项目”已于2025年底全面建设完成，2026年4月完成结项，后续将根据规划及市场需求合理规划产能。 4、据公司公告，公司最终控制人为广东省人民政府国有资产监督管理委员会，属于国有企业。	国内被动电子元件行业龙头；公司MLCC、合金电阻、大电流电感已批量导入国内头部AI服务器及机器人客户，AI算力订单充足	2026-05-11\|28.46\|10.01\|26.38\|28.46\|26.20\|724314;2026-05-12\|29.45\|3.48\|28.97\|29.85\|28.03\|1385176;2026-05-13\|29.57\|0.41\|28.88\|29.77\|28.60\|877356;2026-05-14\|28.21\|-4.60\|29.96\|30.20\|28.19\|747808;2026-05-15\|27.00\|-4.29\|28.30\|28.70\|26.70\|708015;2026-05-18\|29.43\|9.00\|26.77\|29.70\|26.77\|1202018;2026-05-19\|32.37\|9.99\|29.60\|32.37\|29.03\|719350;2026-05-20\|34.00\|5.04\|33.50\|34.95\|33.00\|1735898;2026-05-21\|34.20\|0.59\|34.87\|36.19\|34.01\|1336047;2026-05-22\|37.62\|10.00\|36.89\|37.62\|36.21\|313717;2026-05-25\|41.38\|9.99\|41.38\|41.38\|41.38\|87204;2026-05-26\|41.70\|0.77\|42.12\|43.50\|40.18\|2645573;2026-05-27\|44.22\|6.04\|42.00\|44.99\|41.72\|2091079;2026-05-28\|48.64\|10.00\|44.60\|48.64\|44.50\|1530833;2026-05-29\|53.03\|9.03\|51.82\|53.50\|49.55\|2295434;2026-06-01\|55.05\|3.81\|48.98\|58.26\|48.98\|2583336;2026-06-02\|59.91\|8.83\|53.48\|60.56\|52.50\|1899666;2026-06-03\|60.54\|1.05\|59.09\|61.67\|56.80\|2024524;2026-06-04\|63.50\|4.89\|58.80\|64.59\|58.80\|1678703;2026-06-05\|59.65\|-6.06\|60.00\|62.17\|57.96\|1692663;2026-06-08\|55.53\|-6.91\|58.76\|60.00\|54.55\|1699828;2026-06-09\|61.08\|9.99\|55.80\|61.08\|53.86\|1589081;2026-06-10\|59.81\|-2.08\|62.91\|63.99\|58.61\|1726186;2026-06-11\|64.30\|7.51\|60.01\|65.79\|59.50\|1831329;2026-06-12\|59.12\|-8.06\|66.50\|66.50\|57.87\|2169142;2026-06-15\|65.03\|10.00\|61.50\|65.03\|60.70\|1438221;2026-06-16\|70.61\|8.58\|68.24\|71.53\|68.00\|1795432;2026-06-17\|74.06\|4.89\|69.98\|74.09\|68.88\|1645583;2026-06-18\|74.60\|0.73\|71.50\|76.10\|71.22\|1363387;2026-06-22\|72.98\|-2.17\|74.61\|75.75\|70.33\|1566962;2026-06-23\|70.21\|-3.80\|71.41\|71.88\|66.66\|1272864;2026-06-24\|72.38\|3.09\|69.51\|73.50\|69.00\|1306556;2026-06-25\|79.62\|10.00\|73.10\|79.62\|71.00\|1450513;2026-06-26\|78.50\|-1.41\|77.50\|80.53\|77.34\|1419857;2026-06-29\|80.27\|2.25\|78.53\|84.00\|77.08\|1465205;2026-06-30\|72.24\|-10.00\|72.24\|72.24\|72.24\|447226;2026-07-01\|74.40\|2.99\|74.98\|76.80\|69.50\|1152951;2026-07-02\|66.96\|-10.00\|69.82\|71.17\|66.96\|862331;2026-07-03\|63.23\|-5.57\|65.50\|68.68\|61.27\|906756;2026-07-06\|58.50\|-7.48\|64.99\|65.78\|58.30\|815528;2026-07-07\|61.26\|4.72\|57.79\|63.00\|56.01\|819714;2026-07-08\|60.70\|-0.91\|61.87\|63.08\|57.50\|745417;2026-07-09\|64.55\|6.34\|61.89\|65.00\|59.16\|938222;2026-07-10\|60.01\|-6.89\|64.70\|66.28\|60.00\|1044727;2026-07-13\|54.01\|-10.00\|56.00\|57.50\|54.01\|222910;2026-07-14\|59.41\|10.00\|52.12\|59.41\|50.23\|1330266;2026-07-15\|54.50\|-8.26\|59.41\|59.50\|53.47\|1091114;2026-07-16\|51.70\|-5.14\|52.91\|56.05\|50.67\|931637;2026-07-17\|46.53\|-10.00\|51.00\|52.30\|46.53\|894493;2026-07-20\|41.88\|-9.99\|46.53\|47.30\|41.88\|821560;2026-07-21\|44.32\|5.83\|41.00\|44.89\|37.69\|1752682;2026-07-22\|41.30\|-6.81\|43.55\|45.60\|40.88\|1347376;2026-07-23\|43.21\|4.62\|44.00\|45.43\|42.48\|1417766;2026-07-24\|40.22\|-6.92\|42.52\|43.34\|40.16\|1013166;2026-07-27\|44.24\|9.99\|40.94\|44.24\|40.01\|1282927;2026-07-28\|43.19\|-2.37\|43.11\|45.50\|42.40\|1617481;2026-07-29\|47.51\|10.00\|43.76\|47.51\|43.67\|1726328;2026-07-30\|50.50\|6.29\|48.67\|52.26\|46.38\|2673622;2026-07-31\|49.35\|-2.28\|55.55\|55.55\|48.39\|2557416;2026-08-03\|51.96\|5.29\|48.00\|53.18\|47.01\|1810211;2026-08-04\|54.33\|4.56\|50.02\|55.69\|48.08\|2003215;2026-08-05\|57.80\|6.39\|52.50\|59.76\|52.50\|2211488;2026-08-06\|58.28\|0.83\|56.01\|59.13\|54.80\|2145862;2026-08-07\|58.29\|0.02\|57.18\|61.79\|55.52\|2042832;2026-08-10\|61.70\|5.85\|57.77\|63.96\|54.33\|2152326;2026-08-11\|65.85\|6.73\|60.88\|67.87\|60.88\|2631304;2026-08-12\|66.51\|1.00\|63.86\|66.64\|62.60\|1810965;2026-08-13\|62.02\|-6.75\|67.52\|67.52\|61.55\|2045199;2026-08-14\|62.73\|1.14\|62.49\|63.70\|60.65\|1468425;2026-08-17\|63.44\|1.13\|62.03\|63.50\|60.92\|1504766;2026-08-18\|62.34\|-1.73\|63.00\|65.65\|62.00\|1486217;2026-08-19\|56.11\|-9.99\|59.50\|61.40\|56.11\|1474437;2026-08-20\|53.09\|-5.38\|56.50\|56.95\|52.32\|1866195;2026-08-21\|54.67\|2.98\|53.12\|55.12\|51.88\|1256613;2026-08-24\|51.91\|-5.05\|54.71\|55.00\|50.55\|1065957;2026-08-25\|51.33\|-1.12\|50.79\|52.59\|49.46\|838385;2026-08-26\|51.01\|-0.62\|51.55\|51.89\|50.00\|662807;2026-08-27\|54.11\|6.08\|52.02\|54.29\|51.20\|1272112;2026-08-28\|55.45\|2.48\|55.00\|57.36\|54.50\|1624626;2026-08-31\|55.88\|0.78\|53.50\|55.88\|52.22\|1279165;2026-09-01\|51.87\|-7.18\|55.59\|56.09\|51.87\|1085287;2026-09-02\|49.78\|-4.03\|50.04\|51.30\|48.87\|1136697;2026-09-03\|50.62\|1.69\|50.35\|51.70\|49.39\|944941;2026-09-04\|48.41\|-4.37\|51.01\|51.63\|47.97\|865651;2026-09-07\|50.45\|4.21\|48.90\|50.90\|48.20\|855939;2026-09-08\|49.83\|-1.23\|50.46\|51.09\|49.63\|730604;2026-09-09\|49.70\|-0.26\|50.50\|51.50\|49.36\|711749;2026-09-10\|50.90\|2.41\|49.00\|51.45\|48.58\|908824;2026-09-11\|55.99\|10.00\|51.50\|55.99\|51.09\|1860783;2026-09-14\|58.90\|5.20\|55.99\|60.50\|55.69\|2196933
116928	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	薄膜电容器+PET铜箔+国企行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年3月17日年报，公司主营业务为薄膜电容器及其薄膜材料的研发、生产和销售，具备行业特有的“电容器用聚丙烯光膜—金属化薄膜—薄膜电容器”一体化产业链，目前公司产品涵盖了聚丙烯薄膜、聚酯薄膜、金属化薄膜、电容器等众多品种。产品覆盖新能源汽车、风电、光伏、储能等领域。 2、据2024年1月11日互动易，公司已向多家复合铜箔厂商提供基膜样品，部分已开始小批量供货。 3、公司属于国有企业，最终控制人为铜陵市人民政府国有资产监督管理委员会。	国内领先的薄膜电容及薄膜材料生产商，拥有完整的 “电容器用薄膜 - 金属化薄膜 - 薄膜电容器” 产业链	2026-05-11\|9.54\|3.14\|9.43\|9.70\|9.43\|334056;2026-05-12\|9.44\|-1.05\|9.53\|9.63\|9.36\|213282;2026-05-13\|9.50\|0.64\|9.36\|9.57\|9.31\|212224;2026-05-14\|9.06\|-4.63\|9.54\|9.56\|9.06\|268323;2026-05-15\|8.85\|-2.32\|9.05\|9.18\|8.76\|228272;2026-05-18\|8.97\|1.36\|8.80\|9.02\|8.70\|158196;2026-05-19\|9.37\|4.46\|9.00\|9.38\|8.85\|323646;2026-05-20\|9.68\|3.31\|9.27\|9.77\|9.22\|519705;2026-05-21\|9.49\|-1.96\|9.81\|9.94\|9.35\|611215;2026-05-22\|10.02\|5.58\|9.57\|10.06\|9.57\|780036;2026-05-25\|10.03\|0.10\|10.02\|10.38\|9.90\|767094;2026-05-26\|10.05\|0.20\|9.90\|10.14\|9.76\|490394;2026-05-27\|9.93\|-1.19\|10.03\|10.20\|9.80\|543036;2026-05-28\|10.92\|9.97\|10.00\|10.92\|9.97\|1216163;2026-05-29\|10.60\|-2.93\|10.90\|11.11\|10.52\|1132020;2026-06-01\|10.30\|-2.83\|10.38\|10.84\|10.29\|617892;2026-06-02\|10.87\|6.36\|10.35\|10.88\|9.99\|792862;2026-06-03\|11.11\|2.21\|10.77\|11.78\|10.70\|1096333;2026-06-04\|12.22\|9.99\|10.90\|12.22\|10.83\|1503278;2026-06-05\|12.07\|-1.23\|11.85\|12.60\|11.45\|1266093;2026-06-08\|11.20\|-7.21\|11.31\|11.90\|11.06\|815551;2026-06-09\|11.70\|4.46\|11.42\|11.72\|10.97\|958815;2026-06-10\|10.70\|-8.55\|11.41\|11.41\|10.53\|939274;2026-06-11\|10.28\|-3.93\|10.33\|10.65\|10.10\|602970;2026-06-12\|9.71\|-5.54\|10.45\|10.61\|9.66\|806035;2026-06-15\|10.68\|9.99\|9.88\|10.68\|9.88\|471994;2026-06-16\|11.42\|6.93\|11.11\|11.63\|11.08\|1020976;2026-06-17\|12.56\|9.98\|11.23\|12.56\|11.23\|741672;2026-06-18\|12.20\|-2.87\|12.35\|12.57\|11.90\|1026910;2026-06-22\|12.60\|3.28\|12.20\|12.60\|12.09\|1028959;2026-06-23\|11.72\|-6.98\|12.60\|12.60\|11.60\|789217;2026-06-24\|11.81\|0.77\|11.72\|11.99\|11.44\|661721;2026-06-25\|12.99\|9.99\|11.88\|12.99\|11.29\|1100762;2026-06-26\|13.21\|1.69\|13.00\|13.54\|12.59\|1404118;2026-06-29\|13.01\|-1.51\|13.29\|13.95\|12.61\|1097373;2026-06-30\|13.95\|7.23\|12.88\|14.31\|12.57\|1184339;2026-07-01\|14.08\|0.93\|13.60\|14.08\|13.16\|1013420;2026-07-02\|12.67\|-10.01\|13.57\|13.60\|12.67\|744313;2026-07-03\|11.81\|-6.79\|12.41\|12.55\|11.77\|691958;2026-07-06\|11.36\|-3.81\|11.99\|12.02\|11.09\|553986;2026-07-07\|11.65\|2.55\|11.30\|11.86\|11.12\|549302;2026-07-08\|10.62\|-8.84\|11.50\|11.57\|10.49\|568695;2026-07-09\|11.20\|5.46\|10.96\|11.25\|10.53\|508142;2026-07-10\|10.66\|-4.82\|11.21\|11.55\|10.65\|513963;2026-07-13\|9.62\|-9.76\|10.30\|10.52\|9.59\|508887;2026-07-14\|9.85\|2.39\|9.67\|9.97\|9.33\|411412;2026-07-15\|9.33\|-5.28\|9.81\|9.87\|9.25\|439911;2026-07-16\|8.82\|-5.47\|9.18\|9.38\|8.71\|379949;2026-07-17\|8.10\|-8.16\|8.79\|8.80\|7.97\|397212;2026-07-20\|7.51\|-7.28\|8.26\|8.30\|7.40\|426860;2026-07-21\|8.00\|6.52\|7.63\|8.14\|7.01\|486205;2026-07-22\|7.85\|-1.88\|8.01\|8.15\|7.76\|396967;2026-07-23\|7.98\|1.66\|7.93\|8.07\|7.76\|323621;2026-07-24\|7.63\|-4.39\|7.80\|7.93\|7.63\|239338;2026-07-27\|7.99\|4.72\|7.62\|8.02\|7.50\|284442;2026-07-28\|7.90\|-1.13\|7.80\|8.05\|7.80\|280411;2026-07-29\|8.10\|2.53\|7.85\|8.18\|7.67\|338957;2026-07-30\|8.00\|-1.23\|8.00\|8.19\|7.82\|358623;2026-07-31\|8.03\|0.38\|8.30\|8.35\|8.01\|412796;2026-08-03\|7.95\|-1.00\|7.94\|7.97\|7.77\|262951;2026-08-04\|8.22\|3.40\|7.98\|8.26\|7.94\|333273;2026-08-05\|8.53\|3.77\|8.18\|8.60\|8.15\|460102;2026-08-06\|8.48\|-0.59\|8.40\|8.62\|8.33\|396780;2026-08-07\|8.94\|5.42\|8.56\|9.18\|8.36\|703532;2026-08-10\|8.84\|-1.12\|8.88\|9.02\|8.68\|396762;2026-08-11\|8.74\|-1.13\|8.72\|8.96\|8.69\|341356;2026-08-12\|8.81\|0.80\|8.71\|8.81\|8.66\|253425;2026-08-13\|8.66\|-1.70\|8.89\|9.21\|8.66\|391097;2026-08-14\|8.84\|2.08\|8.74\|8.88\|8.65\|268946;2026-08-17\|9.01\|1.92\|8.86\|9.02\|8.77\|318626;2026-08-18\|8.92\|-1.00\|8.99\|9.09\|8.79\|287356;2026-08-19\|8.28\|-7.17\|8.72\|8.78\|8.26\|321162;2026-08-20\|8.40\|1.45\|8.37\|8.58\|8.26\|202982;2026-08-21\|8.42\|0.24\|8.31\|8.48\|8.14\|190797;2026-08-24\|8.09\|-3.92\|8.38\|8.40\|7.93\|266663;2026-08-25\|8.25\|1.98\|8.00\|8.32\|7.87\|197891;2026-08-26\|8.32\|0.85\|8.26\|8.42\|8.14\|186353;2026-08-27\|8.49\|2.04\|8.31\|8.55\|8.30\|198293;2026-08-28\|8.49\|0.00\|8.50\|8.66\|8.46\|211232;2026-08-31\|8.62\|1.53\|8.36\|8.64\|8.34\|194878;2026-09-01\|8.52\|-1.16\|8.60\|8.63\|8.45\|198580;2026-09-02\|8.31\|-2.46\|8.54\|8.57\|8.23\|200257;2026-09-03\|8.36\|0.60\|8.34\|8.44\|8.27\|203106;2026-09-04\|8.10\|-3.11\|8.43\|8.50\|8.06\|261878;2026-09-07\|8.33\|2.84\|8.15\|8.38\|8.13\|225573;2026-09-08\|8.28\|-0.60\|8.36\|8.47\|8.23\|204406;2026-09-09\|8.26\|-0.24\|8.29\|8.44\|8.21\|235386;2026-09-10\|8.38\|1.45\|8.20\|8.55\|8.07\|364842;2026-09-11\|9.22\|10.02\|8.25\|9.22\|8.21\|1013164;2026-09-14\|9.84\|6.72\|9.00\|10.10\|8.96\|1254282
116927	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	可转债强赎+超级电容器纸+产品提价+造纸行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月24日公告，公司董事会决定行使“鹤21转债”提前赎回权利，对赎回登记日登记在册的可转债按面值加当期应计利息价格全部赎回。 2、据2026年5月27日及5月8日互动易，2026年以来公司对格拉辛纸、转印材料等多类产品实施多轮价格上调，幅度500-1000元/吨，已落地执行。 3、据2025年年报，公司参与的“超级电容器纸”行业标准已发布，电解电容器纸广泛应用于5G配套设施、工业通讯电源及汽车电子等领域。	1、公司参与的“超级电容器纸”行业标准已发布，电解电容器纸广泛应用于5G配套设施、工业通讯电源及汽车电子等领域； 2、国内特种纸行业领军企业，已开展HNB新型烟草缓释材料端的开发	2026-05-11\|21.84\|-1.04\|22.09\|22.09\|21.65\|31895;2026-05-12\|21.59\|-1.14\|21.86\|21.86\|21.55\|22714;2026-05-13\|21.81\|1.02\|21.58\|21.89\|21.38\|26112;2026-05-14\|21.38\|-1.97\|21.81\|22.29\|21.29\|40487;2026-05-15\|21.06\|-1.50\|21.38\|21.50\|20.66\|32692;2026-05-18\|20.64\|-1.99\|21.01\|21.05\|20.44\|28451;2026-05-19\|20.92\|1.36\|20.98\|20.98\|20.63\|17696;2026-05-20\|20.99\|0.33\|20.92\|21.06\|20.67\|17849;2026-05-21\|20.74\|-1.19\|20.92\|21.34\|20.66\|26082;2026-05-22\|20.77\|0.14\|20.99\|20.99\|20.66\|27132;2026-05-25\|20.92\|0.72\|20.65\|21.00\|20.65\|22084;2026-05-26\|22.05\|5.40\|20.82\|22.59\|20.71\|80513;2026-05-27\|23.79\|7.89\|22.04\|24.13\|21.89\|162431;2026-05-28\|23.62\|-0.71\|23.80\|24.66\|22.90\|167307;2026-05-29\|22.85\|-3.26\|23.67\|23.88\|22.81\|93409;2026-06-01\|24.33\|6.48\|22.76\|24.56\|22.57\|122825;2026-06-02\|24.57\|0.99\|24.34\|25.34\|24.12\|114911;2026-06-03\|25.42\|3.46\|24.43\|25.65\|24.22\|127856;2026-06-04\|26.00\|2.28\|24.87\|26.17\|24.42\|137682;2026-06-05\|26.19\|0.73\|26.03\|26.79\|25.79\|156311;2026-06-08\|25.99\|-0.76\|25.81\|26.50\|25.35\|115658;2026-06-09\|27.06\|4.12\|25.88\|27.70\|25.87\|168658;2026-06-10\|26.82\|-0.89\|26.97\|27.18\|26.40\|78435;2026-06-11\|27.12\|1.12\|26.50\|27.68\|25.81\|147667;2026-06-12\|28.96\|6.78\|27.00\|29.83\|26.80\|309794;2026-06-15\|27.28\|-5.80\|28.39\|28.87\|26.06\|301513;2026-06-16\|29.13\|6.78\|27.00\|29.49\|26.80\|221272;2026-06-17\|29.12\|-0.03\|28.49\|29.74\|27.88\|174957;2026-06-18\|26.71\|-8.28\|29.13\|29.50\|26.71\|209032;2026-06-22\|26.96\|0.94\|26.84\|27.45\|26.21\|150077;2026-06-23\|25.04\|-7.12\|26.59\|27.58\|24.99\|197957;2026-06-24\|24.74\|-1.20\|25.50\|26.08\|24.53\|121569;2026-06-25\|27.21\|9.98\|24.95\|27.21\|24.61\|193504;2026-06-26\|26.76\|-1.65\|26.95\|27.60\|26.00\|208756;2026-06-29\|26.66\|-0.37\|26.75\|27.37\|25.61\|157949;2026-06-30\|27.01\|1.31\|26.50\|27.58\|26.19\|122179;2026-07-01\|28.45\|5.33\|27.01\|28.97\|26.00\|183704;2026-07-02\|27.55\|-0.72\|26.90\|28.95\|26.60\|182688;2026-07-03\|24.80\|-9.98\|26.77\|26.80\|24.80\|193704;2026-07-06\|23.30\|-6.05\|24.26\|24.62\|23.20\|171103;2026-07-07\|22.65\|-2.79\|23.36\|23.68\|22.57\|113944;2026-07-08\|22.05\|-2.65\|22.60\|22.71\|21.95\|85040;2026-07-09\|22.50\|2.04\|22.44\|22.69\|21.81\|78377;2026-07-10\|21.37\|-5.02\|22.43\|22.58\|21.35\|100113;2026-07-13\|21.15\|-1.03\|21.10\|21.50\|20.80\|113945;2026-07-14\|20.88\|-1.28\|21.15\|21.55\|20.79\|88161;2026-07-15\|19.94\|-4.50\|20.54\|20.85\|19.86\|148537;2026-07-16\|19.06\|-4.41\|20.00\|20.00\|18.88\|138193;2026-07-17\|18.56\|-2.62\|19.06\|19.19\|18.42\|118065;2026-07-20\|18.82\|1.40\|18.70\|19.28\|18.47\|155379;2026-07-21\|20.05\|6.54\|19.20\|20.50\|19.04\|249071;2026-07-22\|20.98\|4.64\|19.60\|21.85\|19.41\|361445;2026-07-23\|21.01\|0.14\|20.98\|21.12\|20.27\|151562;2026-07-24\|20.51\|-2.38\|20.99\|21.13\|20.32\|97204;2026-07-27\|21.38\|4.24\|20.51\|21.58\|20.46\|103332;2026-07-28\|20.81\|-2.67\|21.08\|21.39\|20.68\|79517;2026-07-29\|20.70\|-0.53\|20.80\|21.10\|20.40\|77048;2026-07-30\|19.59\|-5.36\|20.78\|21.07\|19.25\|168965;2026-07-31\|19.61\|0.10\|20.00\|20.51\|19.01\|183438;2026-08-03\|19.89\|1.43\|19.50\|20.21\|19.31\|110228;2026-08-04\|20.28\|1.96\|19.92\|20.39\|19.80\|94469;2026-08-05\|20.52\|1.18\|20.19\|20.77\|20.19\|94754;2026-08-06\|20.52\|0.00\|20.40\|20.88\|20.20\|67631;2026-08-07\|21.03\|2.49\|20.53\|21.15\|20.28\|113871;2026-08-10\|21.09\|0.29\|21.37\|21.50\|20.62\|96873;2026-08-11\|21.49\|1.90\|21.07\|21.85\|20.90\|106925;2026-08-12\|22.02\|2.47\|21.49\|22.15\|21.47\|94242;2026-08-13\|21.81\|-0.95\|22.35\|22.45\|21.76\|86188;2026-08-14\|21.11\|-3.21\|21.66\|22.00\|21.06\|93955;2026-08-17\|22.01\|4.26\|21.30\|22.28\|21.11\|113560;2026-08-18\|22.79\|3.54\|23.00\|23.07\|22.20\|152937;2026-08-19\|21.71\|-4.74\|22.27\|22.70\|21.50\|127709;2026-08-20\|21.68\|-0.14\|21.71\|22.48\|21.46\|105978;2026-08-21\|21.58\|-0.46\|21.51\|21.86\|21.09\|67899;2026-08-24\|21.14\|-2.04\|21.40\|21.55\|20.94\|69534;2026-08-25\|20.75\|-1.84\|21.08\|21.25\|20.72\|56336;2026-08-26\|21.16\|1.98\|20.85\|21.62\|20.79\|62590;2026-08-27\|21.71\|2.60\|21.16\|21.86\|21.03\|72306;2026-08-28\|21.89\|0.83\|21.67\|22.05\|21.55\|80197;2026-08-31\|20.67\|-5.57\|21.52\|21.73\|20.23\|167263;2026-09-01\|19.94\|-3.53\|20.60\|20.67\|19.84\|134313;2026-09-02\|19.05\|-4.46\|19.77\|19.88\|19.01\|146372;2026-09-03\|18.99\|-0.32\|19.08\|19.28\|18.80\|94421;2026-09-04\|18.82\|-0.90\|18.99\|19.14\|18.71\|105340;2026-09-07\|18.98\|0.85\|18.88\|19.20\|18.70\|92173;2026-09-08\|19.00\|0.11\|18.96\|19.07\|18.72\|65549;2026-09-09\|19.25\|1.32\|18.96\|19.33\|18.90\|65250;2026-09-10\|19.12\|-0.68\|19.25\|19.36\|19.07\|51117;2026-09-11\|18.38\|-3.87\|19.02\|19.03\|18.19\|95093;2026-09-14\|18.67\|1.58\|18.39\|18.80\|18.24\|62164
116926	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLCC+光通信+液冷散热+商业航天行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月27日投资者关系活动记录表，2025年公司高可靠瓷介电容器实现销售收入8.46亿元，同比增长46.9%；自产业务收入同比增长46.6%，业绩实现强劲复苏。 2、据2026年5月14日互动易，公司自产业务微纳系统集成陶瓷管壳产品重点在光通信等应用领域拓展市场，SLCC产品在光模块领域有应用；据2026年5月27日投资者关系活动记录表，公司针对高速光模块领域推出了系列化产品并实现批量化生产。 3、据2026年6月17日互动易，公司持续拓展代理业务产品品类，引入液冷散热模组相关散热产品。 4、据2025年9月10日互动易及2026年5月22日投资者关系活动记录表，公司已组建商业航天专项小组，参与相关标准制定，已完成所有承接的商业化航天项目配套任务，积极布局战略性新兴行业。	公司为航天领域多层瓷介电容器（MLCC）的主要供应商之一	2026-05-11\|57.33\|0.74\|57.00\|58.83\|56.71\|142715;2026-05-12\|56.14\|-2.08\|57.01\|57.33\|55.68\|94026;2026-05-13\|58.15\|3.58\|55.90\|58.58\|55.38\|111515;2026-05-14\|57.33\|-1.41\|58.15\|59.18\|56.85\|111562;2026-05-15\|56.11\|-2.13\|57.01\|57.78\|55.54\|88247;2026-05-18\|57.81\|3.03\|56.50\|57.98\|55.16\|86234;2026-05-19\|60.00\|4.24\|57.79\|60.38\|56.51\|143737;2026-05-20\|59.52\|-0.80\|59.28\|59.94\|58.40\|108922;2026-05-21\|58.99\|-0.89\|59.99\|61.66\|58.50\|141926;2026-05-22\|64.89\|10.00\|59.53\|64.89\|59.53\|237103;2026-05-25\|67.79\|4.47\|69.50\|69.50\|66.81\|286360;2026-05-26\|64.99\|-4.13\|66.86\|67.50\|63.48\|194431;2026-05-27\|63.69\|-2.00\|65.20\|67.29\|63.05\|196230;2026-05-28\|70.06\|10.00\|63.48\|70.06\|63.36\|228334;2026-05-29\|69.26\|-1.14\|73.02\|74.56\|68.87\|304638;2026-06-01\|71.80\|3.67\|67.30\|74.00\|67.28\|268924;2026-06-02\|78.98\|10.00\|70.69\|78.98\|68.31\|286626;2026-06-03\|77.10\|-2.38\|80.00\|83.57\|75.03\|384463;2026-06-04\|81.11\|5.20\|75.91\|82.35\|75.91\|292363;2026-06-05\|74.80\|-7.78\|79.50\|79.50\|73.12\|259588;2026-06-08\|67.32\|-10.00\|70.00\|71.70\|67.32\|200048;2026-06-09\|70.27\|4.38\|67.99\|70.99\|64.32\|279058;2026-06-10\|68.70\|-2.23\|68.61\|70.67\|66.50\|181261;2026-06-11\|66.70\|-2.91\|67.47\|69.40\|64.96\|172756;2026-06-12\|62.20\|-6.75\|68.12\|68.36\|61.61\|217825;2026-06-15\|68.42\|10.00\|63.00\|68.42\|63.00\|143982;2026-06-16\|72.23\|5.57\|71.33\|73.20\|70.70\|270944;2026-06-17\|75.00\|3.83\|71.35\|75.40\|71.35\|247212;2026-06-18\|76.37\|1.83\|74.00\|77.22\|73.58\|207349;2026-06-22\|75.63\|-0.97\|77.20\|77.37\|73.01\|203455;2026-06-23\|71.96\|-4.85\|75.00\|75.00\|70.60\|132759;2026-06-24\|76.00\|5.61\|71.60\|76.38\|71.00\|195823;2026-06-25\|83.60\|10.00\|76.22\|83.60\|76.15\|142344;2026-06-26\|78.03\|-6.66\|84.30\|84.40\|77.00\|268632;2026-06-29\|76.05\|-2.54\|80.34\|82.37\|73.78\|212774;2026-06-30\|77.48\|1.88\|75.08\|77.68\|72.43\|188488;2026-07-01\|76.30\|-1.52\|78.48\|81.77\|74.75\|229921;2026-07-02\|70.81\|-7.20\|73.16\|75.16\|68.69\|164408;2026-07-03\|68.63\|-3.08\|69.95\|72.48\|67.01\|164263;2026-07-06\|65.51\|-4.55\|70.20\|71.70\|64.75\|138736;2026-07-07\|64.10\|-2.15\|65.00\|66.56\|63.79\|101665;2026-07-08\|62.86\|-1.93\|64.20\|66.30\|60.67\|131866;2026-07-09\|62.86\|0.00\|63.90\|64.23\|59.54\|151603;2026-07-10\|61.22\|-2.61\|62.86\|64.99\|61.03\|173927;2026-07-13\|55.10\|-10.00\|60.01\|60.60\|55.10\|144443;2026-07-14\|56.81\|3.10\|54.82\|57.06\|53.30\|119691;2026-07-15\|53.50\|-5.83\|56.75\|57.45\|53.40\|96026;2026-07-16\|50.90\|-4.86\|53.31\|53.79\|50.69\|91082;2026-07-17\|47.01\|-7.64\|50.82\|51.30\|46.97\|116409;2026-07-20\|43.49\|-7.49\|48.86\|48.86\|42.40\|129081;2026-07-21\|47.03\|8.14\|44.23\|47.11\|41.40\|145472;2026-07-22\|45.58\|-3.08\|46.38\|47.59\|45.32\|108060;2026-07-23\|46.48\|1.97\|45.63\|48.58\|45.63\|112281;2026-07-24\|45.00\|-3.18\|45.46\|46.59\|44.84\|65658;2026-07-27\|46.64\|3.64\|45.10\|46.65\|44.73\|71104;2026-07-28\|45.06\|-3.39\|45.80\|46.46\|44.87\|63790;2026-07-29\|47.31\|4.99\|44.80\|47.70\|44.80\|111858;2026-07-30\|50.47\|6.68\|47.29\|51.98\|45.95\|183999;2026-07-31\|49.43\|-2.06\|52.88\|52.88\|49.43\|194432;2026-08-03\|49.54\|0.22\|48.36\|50.44\|47.70\|110167;2026-08-04\|50.75\|2.44\|49.99\|51.17\|48.50\|110680;2026-08-05\|52.19\|2.84\|49.93\|53.63\|49.87\|143411;2026-08-06\|51.40\|-1.51\|51.00\|52.33\|50.68\|126686;2026-08-07\|51.90\|0.97\|51.05\|52.50\|49.84\|116229;2026-08-10\|51.92\|0.04\|52.26\|52.26\|50.52\|95575;2026-08-11\|52.83\|1.75\|51.30\|54.31\|51.25\|146292;2026-08-12\|52.90\|0.13\|52.10\|53.30\|51.70\|100973;2026-08-13\|52.76\|-0.26\|53.01\|54.51\|52.61\|129824;2026-08-14\|52.29\|-0.89\|52.76\|52.97\|51.55\|87262;2026-08-17\|53.04\|1.43\|52.29\|53.15\|51.88\|84565;2026-08-18\|52.30\|-1.40\|52.89\|53.20\|51.74\|74756;2026-08-19\|48.88\|-6.54\|51.50\|51.55\|48.70\|96774;2026-08-20\|48.61\|-0.55\|49.50\|49.61\|48.22\|54698;2026-08-21\|49.19\|1.19\|47.90\|49.44\|47.55\|51402;2026-08-24\|46.80\|-4.86\|49.19\|49.30\|46.16\|77374;2026-08-25\|47.34\|1.15\|46.19\|47.75\|45.20\|57630;2026-08-26\|46.94\|-0.84\|47.69\|47.69\|46.62\|38907;2026-08-27\|48.77\|3.90\|46.82\|48.85\|46.82\|59119;2026-08-28\|48.34\|-0.88\|48.90\|49.69\|48.30\|59202;2026-08-31\|49.49\|2.38\|47.40\|49.68\|47.05\|60175;2026-09-01\|48.96\|-1.07\|49.49\|49.60\|48.51\|45033;2026-09-02\|48.41\|-1.12\|48.50\|48.85\|47.96\|37764;2026-09-03\|48.78\|0.76\|48.80\|49.14\|48.22\|43511;2026-09-04\|47.50\|-2.62\|49.09\|49.44\|47.17\|57158;2026-09-07\|48.01\|1.07\|47.64\|48.30\|47.45\|41105;2026-09-08\|47.80\|-0.44\|48.00\|49.35\|47.43\|55810;2026-09-09\|47.84\|0.08\|47.86\|48.75\|47.45\|53044;2026-09-10\|47.67\|-0.36\|47.30\|48.27\|46.82\|43302;2026-09-11\|50.20\|5.31\|47.29\|50.22\|46.92\|127263;2026-09-14\|50.38\|0.36\|49.32\|51.20\|49.08\|129489
116925	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	超级电容胶塞+轨交扣件龙头+高分子辐照改性行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月28日及6月1日互动易，公司已成功开发应用于超级电容、锂电池等领域的电容器用橡胶密封塞等产品，国内主要客户包括江海股份、艾华集团等，并规划将橡胶密封塞设计产能由80亿只调整至120亿只。 2、据2025年年报及2026年6月1日互动易，公司是高速铁路轨道扣件非金属部件研发试制单位，产品应用于50余项国家重点铁路工程，其铁路轨道综合检查仪已在多个铁路局投入试用。 3、据2026年6月15日互动易，公司参股的和之祥公司运用辐照改性技术对传统PTFE及复合材料进行改性，其抗耐磨性、抗蠕变性等性能大幅提高。	公司在电子元器件配件方面，紧跟铝电解电容器技术迭代，已成功开发应用于超级电容、锂电池等领域的电容器用橡胶密封塞等产品；国内主要客户包括江海股份、艾华集团等知名电容器公司	2026-05-11\|10.37\|-1.24\|10.56\|10.56\|10.28\|63536;2026-05-12\|10.15\|-2.12\|10.35\|10.35\|10.11\|60870;2026-05-13\|10.23\|0.79\|10.20\|10.30\|10.11\|43244;2026-05-14\|10.01\|-2.15\|10.28\|10.28\|10.01\|52803;2026-05-15\|10.17\|1.60\|10.02\|10.30\|10.02\|52778;2026-05-18\|10.12\|-0.49\|10.16\|10.16\|9.88\|73059;2026-05-19\|10.35\|2.27\|10.13\|10.37\|10.02\|67888;2026-05-20\|10.47\|1.16\|10.30\|10.59\|10.27\|66011;2026-05-21\|10.04\|-4.11\|10.48\|10.62\|10.01\|64503;2026-05-22\|10.69\|6.47\|10.14\|10.75\|9.95\|99657;2026-05-25\|10.11\|-5.43\|10.60\|10.70\|10.08\|120970;2026-05-26\|10.49\|3.76\|10.12\|10.60\|9.92\|160395;2026-05-27\|10.31\|-1.72\|10.46\|10.88\|10.24\|137450;2026-05-28\|10.06\|-2.42\|10.21\|10.36\|9.81\|125456;2026-05-29\|10.43\|3.68\|10.40\|10.94\|10.17\|160878;2026-06-01\|10.75\|3.07\|10.41\|11.25\|10.35\|205243;2026-06-02\|10.33\|-3.91\|10.84\|10.88\|10.28\|118555;2026-06-03\|10.11\|-2.13\|10.33\|10.48\|10.00\|97672;2026-06-04\|11.12\|9.99\|10.97\|11.12\|10.97\|126615;2026-06-05\|12.23\|9.98\|12.23\|12.23\|12.23\|53812;2026-06-08\|13.45\|9.98\|13.00\|13.45\|12.94\|562494;2026-06-09\|13.37\|-0.59\|13.01\|13.70\|12.11\|676582;2026-06-10\|12.64\|-5.46\|12.71\|13.50\|12.24\|541861;2026-06-11\|13.12\|3.80\|12.40\|13.90\|12.31\|650078;2026-06-12\|12.86\|-1.98\|12.99\|13.09\|12.17\|417000;2026-06-15\|13.44\|4.51\|12.97\|13.62\|12.50\|496953;2026-06-16\|13.38\|-0.45\|13.03\|14.11\|12.77\|440541;2026-06-17\|13.60\|1.64\|13.09\|13.85\|12.98\|352838;2026-06-18\|14.10\|3.68\|13.64\|14.45\|13.32\|402746;2026-06-22\|13.08\|-5.76\|13.81\|13.99\|12.83\|348095;2026-06-23\|12.33\|-5.73\|12.81\|13.11\|12.30\|250368;2026-06-24\|11.78\|-4.46\|12.03\|12.28\|11.65\|205876;2026-06-25\|12.96\|10.02\|12.00\|12.96\|11.91\|126283;2026-06-26\|12.60\|-2.78\|12.96\|13.23\|12.26\|266125;2026-06-29\|11.84\|-6.03\|12.78\|12.84\|11.75\|193610;2026-06-30\|11.62\|-1.86\|11.78\|11.88\|11.28\|167837;2026-07-01\|11.36\|-2.24\|11.60\|11.80\|11.19\|140749;2026-07-02\|11.44\|0.70\|11.11\|12.50\|10.96\|380816;2026-07-03\|10.82\|-5.42\|11.56\|11.56\|10.71\|265082;2026-07-06\|10.49\|-3.05\|10.74\|10.95\|10.41\|144824;2026-07-07\|10.06\|-4.10\|10.45\|10.46\|10.04\|103107;2026-07-08\|9.72\|-3.38\|10.11\|10.14\|9.71\|90157;2026-07-09\|10.10\|3.91\|9.81\|10.14\|9.68\|102892;2026-07-10\|10.19\|0.89\|10.13\|10.61\|10.04\|112290;2026-07-13\|9.52\|-6.58\|10.20\|10.20\|9.51\|99597;2026-07-14\|9.62\|1.05\|9.52\|9.65\|9.30\|66602;2026-07-15\|9.56\|-0.62\|9.76\|9.83\|9.51\|56075;2026-07-16\|9.15\|-4.29\|9.53\|9.53\|9.09\|68239;2026-07-17\|8.55\|-6.56\|9.15\|9.18\|8.50\|95353;2026-07-20\|7.76\|-9.24\|8.65\|8.70\|7.70\|171375;2026-07-21\|8.15\|5.03\|7.90\|8.30\|7.56\|125616;2026-07-22\|7.90\|-3.07\|7.99\|8.18\|7.84\|86445;2026-07-23\|8.21\|3.92\|7.82\|8.25\|7.82\|76272;2026-07-24\|8.08\|-1.58\|8.13\|8.17\|8.00\|59415;2026-07-27\|8.28\|2.48\|8.08\|8.30\|8.08\|54128;2026-07-28\|8.24\|-0.48\|8.15\|8.43\|8.15\|60185;2026-07-29\|8.44\|2.43\|8.27\|8.46\|8.20\|66383;2026-07-30\|8.26\|-2.13\|8.39\|8.50\|8.19\|61857;2026-07-31\|8.45\|2.30\|8.43\|8.56\|8.34\|64559;2026-08-03\|8.71\|3.08\|8.40\|8.72\|8.40\|51209;2026-08-04\|8.86\|1.72\|8.75\|8.90\|8.70\|57588;2026-08-05\|9.57\|8.01\|8.88\|9.60\|8.82\|147120;2026-08-06\|9.58\|0.10\|9.47\|9.65\|9.34\|106360;2026-08-07\|9.64\|0.63\|9.61\|9.64\|9.39\|100774;2026-08-10\|9.69\|0.52\|9.65\|9.72\|9.53\|59031;2026-08-11\|9.79\|1.03\|9.68\|9.83\|9.60\|55406;2026-08-12\|9.90\|1.12\|9.79\|10.08\|9.79\|54736;2026-08-13\|9.93\|0.30\|9.92\|10.20\|9.87\|89901;2026-08-14\|9.50\|-4.33\|9.91\|9.95\|9.33\|133451;2026-08-17\|9.82\|3.37\|9.51\|9.95\|9.43\|85525;2026-08-18\|9.70\|-1.22\|9.88\|9.88\|9.63\|53431;2026-08-19\|9.35\|-3.61\|9.61\|9.68\|9.29\|66762;2026-08-20\|9.37\|0.21\|9.39\|9.58\|9.34\|47052;2026-08-21\|9.51\|1.49\|9.37\|9.58\|9.15\|52769;2026-08-24\|9.24\|-2.84\|9.46\|9.51\|9.14\|46173;2026-08-25\|9.35\|1.19\|9.26\|9.43\|9.14\|36251;2026-08-26\|9.40\|0.53\|9.40\|9.46\|9.27\|37080;2026-08-27\|9.68\|2.98\|9.40\|9.95\|9.34\|90352;2026-08-28\|9.61\|-0.72\|9.72\|9.95\|9.61\|77555;2026-08-31\|9.66\|0.52\|9.51\|9.69\|9.44\|54449;2026-09-01\|9.79\|1.35\|9.68\|10.25\|9.65\|78547;2026-09-02\|9.67\|-1.23\|9.71\|9.81\|9.50\|65507;2026-09-03\|9.56\|-1.14\|9.71\|9.83\|9.55\|40510;2026-09-04\|9.48\|-0.84\|9.60\|9.70\|9.44\|50958;2026-09-07\|9.64\|1.69\|9.55\|9.74\|9.48\|38971;2026-09-08\|9.57\|-0.73\|9.64\|9.66\|9.50\|35313;2026-09-09\|9.59\|0.21\|9.57\|9.64\|9.44\|45299;2026-09-10\|9.49\|-1.04\|9.57\|9.80\|9.47\|45859;2026-09-11\|9.32\|-1.79\|9.41\|9.54\|9.21\|49914;2026-09-14\|9.28\|-0.43\|9.28\|9.42\|9.21\|30773
116924	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|78.35\|-9.63\|85.66\|86.40\|78.03\|470069;2026-07-14\|86.19\|10.01\|79.76\|86.19\|78.66\|391846;2026-07-15\|87.86\|1.94\|91.02\|93.68\|86.93\|593531;2026-07-16\|81.42\|-7.33\|84.18\|86.16\|79.21\|483317;2026-07-17\|73.28\|-10.00\|79.37\|80.00\|73.28\|414365;2026-07-20\|65.95\|-10.00\|73.90\|76.00\|65.95\|435483;2026-07-21\|72.55\|10.01\|66.00\|72.55\|60.83\|572738;2026-07-22\|71.01\|-2.12\|72.55\|76.43\|69.45\|516348;2026-07-23\|66.42\|-6.46\|72.28\|74.80\|66.04\|432517;2026-07-24\|63.59\|-4.26\|63.10\|68.15\|62.77\|383475;2026-07-27\|69.95\|10.00\|63.48\|69.95\|62.86\|406263;2026-07-28\|62.96\|-9.99\|68.70\|68.70\|62.96\|314122;2026-07-29\|61.40\|-2.48\|60.45\|64.70\|58.20\|560028;2026-07-30\|55.50\|-9.61\|60.77\|62.84\|55.26\|604846;2026-07-31\|58.71\|5.78\|59.82\|61.05\|58.40\|562367;2026-08-03\|53.92\|-8.16\|56.86\|58.99\|53.35\|470863;2026-08-04\|59.31\|10.00\|54.28\|59.31\|53.85\|427829;2026-08-05\|64.24\|8.31\|58.46\|65.24\|57.62\|577845;2026-08-06\|65.09\|1.32\|62.00\|66.07\|61.04\|426091;2026-08-07\|67.58\|3.83\|64.77\|69.34\|64.04\|573738;2026-08-10\|66.11\|-2.18\|69.00\|70.43\|63.57\|464339;2026-08-11\|65.60\|-0.77\|64.20\|69.89\|62.88\|533728;2026-08-12\|65.23\|-0.56\|65.50\|67.16\|63.68\|380555;2026-08-13\|66.61\|2.12\|68.49\|71.75\|66.50\|546591;2026-08-14\|69.79\|4.77\|69.01\|71.70\|66.94\|643481;2026-08-17\|69.95\|0.23\|69.50\|69.96\|66.60\|579696;2026-08-18\|67.41\|-3.63\|72.05\|72.45\|66.00\|647046;2026-08-19\|60.67\|-10.00\|64.05\|64.85\|60.67\|494299;2026-08-20\|59.97\|-1.15\|61.28\|61.97\|58.60\|493374;2026-08-21\|64.33\|7.27\|59.70\|64.53\|59.11\|532480;2026-08-24\|59.50\|-7.51\|64.23\|65.46\|57.91\|512915;2026-08-25\|60.03\|0.89\|59.48\|61.00\|56.87\|337505;2026-08-26\|59.59\|-0.73\|60.05\|60.50\|58.00\|257573;2026-08-27\|62.10\|4.21\|61.00\|62.89\|59.52\|352423;2026-08-28\|60.80\|-2.09\|62.10\|64.55\|60.70\|373098;2026-08-31\|63.40\|4.28\|58.82\|63.67\|58.02\|439223;2026-09-01\|59.46\|-6.21\|68.23\|69.74\|59.31\|692046;2026-09-02\|55.87\|-6.04\|58.11\|58.90\|55.00\|550645;2026-09-03\|57.95\|3.72\|56.68\|59.16\|56.20\|423067;2026-09-04\|56.32\|-2.81\|59.45\|60.52\|55.67\|369515;2026-09-07\|61.95\|10.00\|59.20\|61.95\|57.95\|606436;2026-09-08\|59.60\|-3.79\|64.12\|64.50\|59.38\|588770;2026-09-09\|58.97\|-1.06\|60.01\|61.61\|58.50\|347194;2026-09-10\|58.01\|-1.63\|58.16\|59.60\|57.52\|247751;2026-09-11\|58.02\|0.02\|57.15\|58.87\|55.05\|363519;2026-09-14\|58.13\|0.19\|56.11\|58.70\|55.16\|306380
116923	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	可控核聚变+钽铌制品+半导体靶材行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	1、国内最大的钽、铌产品生产基地；AI服务器对钽电容需求的爆发式增长，25H2至今全球钽电容龙头Kemet已经宣布了三次涨价，公司电容器级钽粉全球市占率25%，电容器用钽丝全球市占率50%+，4月以来公司已针对下游钽电容客户涨价50%+，涨价已经逐渐传递至公司端； 2、公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-05-11\|48.65\|0.54\|49.08\|49.10\|47.20\|202476;2026-05-12\|48.51\|-0.29\|48.90\|48.97\|46.99\|159195;2026-05-13\|50.48\|4.06\|48.28\|50.93\|48.08\|251397;2026-05-14\|50.46\|-0.04\|51.00\|53.97\|50.46\|268563;2026-05-15\|51.24\|1.55\|50.10\|52.83\|49.60\|285454;2026-05-18\|56.36\|9.99\|50.51\|56.36\|50.25\|292593;2026-05-19\|55.50\|-1.53\|57.59\|58.48\|54.11\|350050;2026-05-20\|55.04\|-0.83\|54.93\|56.18\|53.30\|220989;2026-05-21\|56.59\|2.82\|56.30\|60.54\|55.88\|309413;2026-05-22\|62.25\|10.00\|57.50\|62.25\|57.03\|294052;2026-05-25\|64.77\|4.05\|67.17\|68.38\|63.27\|405912;2026-05-26\|66.46\|2.61\|63.68\|66.88\|61.50\|341725;2026-05-27\|64.12\|-3.52\|66.47\|68.90\|63.78\|259907;2026-05-28\|66.29\|3.38\|64.00\|67.07\|62.31\|262284;2026-05-29\|59.66\|-10.00\|66.64\|67.00\|59.66\|282810;2026-06-01\|55.31\|-7.29\|57.31\|59.19\|54.59\|396055;2026-06-02\|56.49\|2.13\|55.32\|56.88\|51.75\|266403;2026-06-03\|57.20\|1.26\|56.00\|58.74\|55.50\|261413;2026-06-04\|59.13\|3.37\|57.00\|60.85\|55.45\|255546;2026-06-05\|55.85\|-5.55\|58.01\|58.22\|54.55\|225045;2026-06-08\|50.76\|-9.11\|53.14\|54.18\|50.40\|243079;2026-06-09\|55.11\|8.57\|52.74\|55.34\|50.99\|221229;2026-06-10\|53.01\|-3.81\|54.88\|54.98\|51.64\|155172;2026-06-11\|57.92\|9.26\|53.60\|58.31\|53.60\|400398;2026-06-12\|57.26\|-1.14\|57.92\|59.44\|56.03\|419828;2026-06-15\|61.10\|6.71\|59.70\|61.50\|58.08\|373197;2026-06-16\|64.36\|5.34\|61.84\|66.67\|60.50\|382053;2026-06-17\|62.36\|-3.11\|62.64\|64.89\|61.62\|316804;2026-06-18\|63.01\|1.04\|62.37\|63.95\|61.25\|287690;2026-06-22\|69.31\|10.00\|65.20\|69.31\|64.70\|319585;2026-06-23\|72.80\|5.20\|75.04\|76.12\|71.60\|736613;2026-06-24\|76.38\|4.92\|70.00\|76.68\|69.68\|495085;2026-06-25\|84.02\|10.00\|74.58\|84.02\|74.58\|384021;2026-06-26\|87.03\|3.58\|85.00\|90.15\|81.00\|428307;2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220;2026-07-13\|58.76\|-9.63\|64.92\|65.01\|58.58\|306095;2026-07-14\|64.00\|8.92\|59.93\|64.14\|58.25\|310289;2026-07-15\|59.68\|-6.75\|65.14\|65.45\|59.21\|233515;2026-07-16\|55.77\|-6.55\|58.49\|60.13\|55.23\|192620;2026-07-17\|51.63\|-7.42\|55.77\|56.26\|51.45\|230279;2026-07-20\|47.80\|-7.42\|52.67\|55.00\|46.47\|293930;2026-07-21\|50.98\|6.65\|48.77\|51.60\|43.31\|324143;2026-07-22\|50.10\|-1.73\|50.50\|52.80\|49.60\|271397;2026-07-23\|51.25\|2.30\|51.00\|53.47\|49.85\|235729;2026-07-24\|48.38\|-5.60\|50.33\|50.60\|48.00\|157676;2026-07-27\|51.08\|5.58\|48.36\|51.18\|46.92\|184811;2026-07-28\|46.02\|-9.91\|49.80\|51.06\|45.97\|208534;2026-07-29\|45.31\|-1.54\|45.46\|46.70\|43.72\|237750;2026-07-30\|41.05\|-9.40\|44.91\|45.85\|40.78\|254032;2026-07-31\|43.88\|6.89\|44.00\|45.16\|43.38\|315814;2026-08-03\|42.67\|-2.76\|43.94\|44.50\|42.20\|253135;2026-08-04\|46.94\|10.01\|42.99\|46.94\|42.38\|203545;2026-08-05\|51.63\|9.99\|47.10\|51.63\|47.00\|247977;2026-08-06\|53.86\|4.32\|53.40\|55.70\|51.85\|511397;2026-08-07\|55.18\|2.45\|53.84\|55.40\|51.79\|475442;2026-08-10\|57.45\|4.11\|56.69\|58.48\|54.55\|503373;2026-08-11\|54.79\|-4.63\|56.00\|57.59\|54.05\|420976;2026-08-12\|55.00\|0.38\|55.00\|55.80\|53.63\|305402;2026-08-13\|52.96\|-3.71\|55.48\|55.90\|52.90\|283612;2026-08-14\|55.37\|4.55\|54.68\|56.39\|53.76\|356010;2026-08-17\|57.56\|3.96\|57.00\|57.80\|55.00\|356990;2026-08-18\|56.36\|-2.08\|58.36\|59.27\|55.68\|319725;2026-08-19\|50.95\|-9.60\|54.34\|54.71\|50.79\|311646;2026-08-20\|51.80\|1.67\|52.85\|53.45\|51.06\|232438;2026-08-21\|53.01\|2.34\|51.84\|53.19\|50.96\|194054;2026-08-24\|51.40\|-3.04\|53.86\|53.98\|49.90\|198309;2026-08-25\|51.99\|1.15\|50.01\|54.04\|50.01\|256824;2026-08-26\|52.32\|0.63\|52.00\|53.45\|51.44\|208438;2026-08-27\|57.55\|10.00\|52.32\|57.55\|52.15\|348510;2026-08-28\|57.72\|0.30\|59.80\|59.80\|57.20\|395124;2026-08-31\|56.79\|-1.61\|56.25\|57.19\|54.84\|250527;2026-09-01\|54.55\|-3.94\|57.18\|57.18\|54.30\|184875;2026-09-02\|53.52\|-1.89\|53.49\|54.50\|52.63\|127174;2026-09-03\|55.04\|2.84\|54.15\|55.50\|52.76\|218409;2026-09-04\|51.42\|-6.58\|55.30\|55.80\|51.00\|273628;2026-09-07\|53.70\|4.43\|51.70\|54.67\|50.88\|216623;2026-09-08\|53.24\|-0.86\|53.71\|54.98\|53.03\|134658;2026-09-09\|52.77\|-0.88\|53.63\|54.58\|52.13\|135924;2026-09-10\|51.14\|-3.09\|52.01\|52.47\|51.04\|121560;2026-09-11\|49.59\|-3.03\|49.62\|50.09\|47.57\|183760;2026-09-14\|54.55\|10.00\|49.01\|54.55\|48.11\|292282
116922	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-05-11\|34.54\|3.17\|33.98\|35.19\|33.78\|160486;2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552;2026-07-13\|53.51\|-9.99\|57.97\|60.38\|53.51\|285843;2026-07-14\|56.01\|4.67\|52.88\|56.35\|50.70\|415520;2026-07-15\|55.28\|-1.30\|57.79\|58.64\|54.23\|251647;2026-07-16\|50.96\|-7.81\|55.04\|55.04\|50.00\|228231;2026-07-17\|47.23\|-7.32\|51.64\|51.80\|46.25\|248249;2026-07-20\|42.51\|-9.99\|48.59\|48.84\|42.51\|205032;2026-07-21\|46.76\|10.00\|43.36\|46.76\|38.30\|335819;2026-07-22\|43.99\|-5.92\|46.60\|48.38\|43.88\|272972;2026-07-23\|44.83\|1.91\|44.70\|48.39\|43.90\|326158;2026-07-24\|42.02\|-6.27\|44.27\|44.35\|41.60\|246677;2026-07-27\|45.10\|7.33\|42.86\|45.45\|41.35\|274286;2026-07-28\|40.67\|-9.82\|43.62\|43.95\|40.59\|227807;2026-07-29\|42.20\|3.76\|40.67\|43.19\|40.57\|311601;2026-07-30\|40.12\|-4.93\|42.98\|44.20\|39.13\|457846;2026-07-31\|40.62\|1.25\|44.13\|44.13\|40.50\|566112;2026-08-03\|41.84\|3.00\|40.00\|43.29\|40.00\|402125;2026-08-04\|44.64\|6.69\|41.92\|45.34\|40.20\|330480;2026-08-05\|48.25\|8.09\|43.40\|49.10\|43.40\|430756;2026-08-06\|48.78\|1.10\|47.23\|50.04\|46.16\|394852;2026-08-07\|50.25\|3.01\|48.78\|50.80\|46.88\|344669;2026-08-10\|51.54\|2.57\|50.50\|52.42\|47.61\|332154;2026-08-11\|50.50\|-2.02\|49.51\|54.80\|49.51\|384864;2026-08-12\|49.42\|-2.14\|50.46\|51.00\|48.30\|294954;2026-08-13\|50.65\|2.49\|50.00\|54.36\|50.00\|450815;2026-08-14\|51.69\|2.05\|51.00\|52.48\|49.88\|318419;2026-08-17\|52.37\|1.32\|51.22\|52.41\|50.31\|292678;2026-08-18\|53.03\|1.26\|52.00\|53.31\|51.51\|275298;2026-08-19\|47.73\|-9.99\|50.23\|50.75\|47.73\|253490;2026-08-20\|46.00\|-3.62\|47.72\|48.63\|45.66\|234762;2026-08-21\|48.88\|6.26\|46.00\|48.96\|45.69\|232058;2026-08-24\|46.73\|-4.40\|48.01\|49.10\|45.34\|199098;2026-08-25\|45.55\|-2.53\|46.57\|46.63\|44.01\|155114;2026-08-26\|45.41\|-0.31\|45.78\|46.09\|44.51\|107054;2026-08-27\|47.96\|5.62\|46.03\|48.30\|45.30\|162759;2026-08-28\|47.12\|-1.75\|48.39\|49.30\|47.06\|173111;2026-08-31\|47.00\|-0.25\|45.61\|47.10\|45.41\|171439;2026-09-01\|46.11\|-1.89\|47.31\|47.86\|45.58\|149869;2026-09-02\|45.19\|-2.00\|45.77\|46.55\|44.96\|123220;2026-09-03\|45.78\|1.31\|45.56\|47.18\|45.39\|146435;2026-09-04\|43.59\|-4.78\|46.00\|46.79\|43.24\|148947;2026-09-07\|45.44\|4.24\|43.91\|45.94\|43.80\|180446;2026-09-08\|45.77\|0.73\|45.44\|47.74\|44.95\|178374;2026-09-09\|45.93\|0.35\|45.88\|47.10\|45.54\|153794;2026-09-10\|46.87\|2.05\|45.25\|47.67\|45.08\|172982;2026-09-11\|49.70\|6.04\|46.20\|49.85\|45.80\|418959;2026-09-14\|49.60\|-0.20\|48.49\|51.55\|48.49\|403304
116921	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	超级电容+导电炭黑+炭黑龙头+景德镇国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月16日互动易，公司介孔碳产品及高比表炭黑可应用于超级电容器等领域，已在对接行业头部企业进行测试；据2026年6月9日互动易，介孔碳产品已进入中试阶段，中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域。 2、据2026年4月20日投资者关系活动记录表，公司2万吨/年超导电炭黑产能已建成投产，产品可应用于动力、储能、快充、固态等电池领域，月度订单已实现百吨级以上交付，销量呈逐月增长态势。 3、据2026年3月31日年报，公司系国内炭黑行业龙头企业，产销量一直保持国内领先地位，产能规模已跻身世界前列，2025年产能利用率达92.89%。 4、据2026年3月31日年报，公司的最终控制人为景德镇市国有资产监督管理委员会。	国内炭黑行业龙头；公司介孔碳产品已进入中试阶段，目前中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域	2026-05-11\|9.41\|-2.18\|9.61\|9.65\|9.24\|220682;2026-05-12\|9.07\|-3.61\|9.41\|9.41\|9.02\|170430;2026-05-13\|9.40\|3.64\|9.56\|9.70\|8.96\|330090;2026-05-14\|9.58\|1.91\|9.52\|9.97\|9.48\|391947;2026-05-15\|9.94\|3.76\|9.62\|10.15\|9.53\|393940;2026-05-18\|10.34\|4.02\|10.02\|10.75\|9.68\|676998;2026-05-19\|10.47\|1.26\|10.15\|10.74\|10.10\|437857;2026-05-20\|10.45\|-0.19\|10.46\|10.55\|10.10\|311930;2026-05-21\|10.03\|-4.02\|10.46\|10.69\|10.00\|345195;2026-05-22\|10.28\|2.49\|10.10\|10.55\|10.09\|348138;2026-05-25\|10.53\|2.43\|10.53\|10.65\|10.40\|336522;2026-05-26\|10.25\|-2.66\|10.50\|10.59\|10.13\|262361;2026-05-27\|9.84\|-4.00\|10.21\|10.46\|9.75\|275026;2026-05-28\|9.58\|-2.64\|9.73\|9.96\|9.36\|227537;2026-05-29\|9.46\|-1.25\|9.60\|10.08\|9.38\|275887;2026-06-01\|10.41\|10.04\|9.41\|10.41\|9.36\|318235;2026-06-02\|9.89\|-5.00\|10.47\|10.50\|9.77\|427346;2026-06-03\|10.49\|6.07\|9.90\|10.69\|9.75\|430352;2026-06-04\|10.64\|1.43\|10.45\|10.96\|10.40\|383285;2026-06-05\|10.76\|1.13\|10.63\|11.09\|10.52\|370677;2026-06-08\|10.30\|-4.28\|10.45\|10.82\|10.10\|347563;2026-06-09\|10.43\|1.26\|10.50\|10.67\|10.16\|292390;2026-06-10\|10.16\|-2.59\|10.65\|11.10\|10.15\|440509;2026-06-11\|9.98\|-1.77\|10.21\|10.35\|9.90\|288137;2026-06-12\|10.08\|1.00\|9.99\|10.50\|9.71\|404496;2026-06-15\|10.09\|0.10\|10.05\|10.26\|9.91\|275083;2026-06-16\|10.08\|-0.10\|10.00\|10.27\|9.81\|260678;2026-06-17\|9.50\|-5.75\|10.09\|10.29\|9.40\|366450;2026-06-18\|10.45\|10.00\|9.39\|10.45\|9.33\|345457;2026-06-22\|11.50\|10.05\|10.45\|11.50\|10.45\|911994;2026-06-23\|12.65\|10.00\|12.00\|12.65\|11.80\|1162505;2026-06-24\|13.48\|6.56\|12.31\|13.69\|11.60\|1142085;2026-06-25\|14.83\|10.01\|14.68\|14.83\|13.93\|780965;2026-06-26\|14.60\|-1.55\|14.21\|15.63\|14.20\|1143337;2026-06-29\|14.41\|-1.30\|14.91\|15.20\|13.73\|1111500;2026-06-30\|15.03\|4.30\|14.66\|15.39\|14.30\|599039;2026-07-01\|15.31\|1.86\|15.00\|15.99\|14.91\|589235;2026-07-02\|14.67\|-4.18\|14.85\|15.28\|14.40\|423122;2026-07-03\|14.20\|-3.20\|14.67\|14.80\|13.50\|522579;2026-07-06\|13.14\|-7.46\|14.32\|14.46\|12.92\|529336;2026-07-07\|12.35\|-6.01\|13.04\|13.25\|12.23\|343558;2026-07-08\|11.33\|-8.26\|12.36\|12.45\|11.25\|389138;2026-07-09\|11.56\|2.03\|11.39\|11.68\|10.53\|490788;2026-07-10\|10.97\|-5.10\|11.85\|11.91\|10.96\|344541;2026-07-13\|9.87\|-10.03\|10.87\|10.96\|9.87\|323226;2026-07-14\|10.03\|1.62\|9.72\|10.36\|9.70\|278102;2026-07-15\|9.13\|-8.97\|9.91\|10.10\|9.07\|446747;2026-07-16\|8.80\|-3.61\|9.07\|9.33\|8.74\|343494;2026-07-17\|8.13\|-7.61\|8.80\|8.82\|8.06\|334549;2026-07-20\|7.34\|-9.72\|8.29\|8.32\|7.32\|447754;2026-07-21\|8.07\|9.95\|7.37\|8.07\|6.69\|492770;2026-07-22\|7.53\|-6.69\|8.18\|8.36\|7.41\|540288;2026-07-23\|7.61\|1.06\|7.53\|7.69\|7.43\|271119;2026-07-24\|7.37\|-3.15\|7.55\|7.59\|7.36\|222869;2026-07-27\|7.59\|2.99\|7.33\|7.60\|7.31\|196829;2026-07-28\|7.40\|-2.50\|7.55\|7.70\|7.35\|219954;2026-07-29\|7.36\|-0.54\|7.35\|7.45\|7.12\|271915;2026-07-30\|7.30\|-0.82\|7.30\|7.65\|7.29\|318609;2026-07-31\|7.64\|4.66\|7.47\|7.78\|7.42\|382308;2026-08-03\|7.66\|0.26\|7.58\|7.67\|7.48\|267067;2026-08-04\|7.92\|3.39\|7.67\|7.98\|7.62\|254398;2026-08-05\|8.10\|2.27\|7.89\|8.18\|7.82\|265867;2026-08-06\|8.14\|0.49\|8.10\|8.16\|7.96\|229600;2026-08-07\|8.06\|-0.98\|8.28\|8.33\|7.92\|323182;2026-08-10\|8.11\|0.62\|8.22\|8.27\|7.90\|250622;2026-08-11\|8.17\|0.74\|8.06\|8.39\|7.98\|374179;2026-08-12\|8.51\|4.16\|8.15\|8.68\|8.12\|527150;2026-08-13\|8.10\|-4.82\|8.47\|8.48\|8.09\|450100;2026-08-14\|8.15\|0.62\|8.11\|8.19\|8.01\|201545;2026-08-17\|8.28\|1.60\|8.12\|8.28\|8.00\|252965;2026-08-18\|8.16\|-1.45\|8.39\|8.39\|8.08\|187994;2026-08-19\|7.75\|-5.02\|8.02\|8.10\|7.70\|273321;2026-08-20\|7.62\|-1.68\|7.86\|7.89\|7.58\|265046;2026-08-21\|7.76\|1.84\|7.60\|7.79\|7.46\|194916;2026-08-24\|7.75\|-0.13\|7.73\|7.79\|7.61\|140664;2026-08-25\|7.82\|0.90\|7.66\|7.87\|7.62\|145926;2026-08-26\|7.94\|1.53\|7.89\|8.00\|7.78\|163023;2026-08-27\|8.03\|1.13\|7.92\|8.03\|7.87\|153910;2026-08-28\|8.05\|0.25\|8.08\|8.10\|7.97\|192569;2026-08-31\|8.07\|0.25\|7.98\|8.07\|7.92\|175937;2026-09-01\|8.05\|-0.25\|8.03\|8.13\|7.93\|180438;2026-09-02\|8.05\|0.00\|8.00\|8.11\|7.93\|166273;2026-09-03\|8.09\|0.50\|8.06\|8.16\|8.00\|175732;2026-09-04\|8.14\|0.62\|8.14\|8.30\|8.07\|315666;2026-09-07\|8.27\|1.60\|8.20\|8.35\|8.15\|313460;2026-09-08\|9.10\|10.04\|8.30\|9.10\|8.27\|539696;2026-09-09\|10.01\|10.00\|9.65\|10.01\|9.10\|1244825;2026-09-10\|10.30\|2.90\|10.01\|11.00\|10.01\|1538252;2026-09-11\|9.68\|-6.02\|10.29\|10.29\|9.27\|1074430;2026-09-14\|10.15\|4.86\|9.63\|10.28\|9.26\|983159
116920	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，公司主营产品电极箔是铝电解电容器的核心原材料	2026-05-11\|62.45\|0.13\|61.85\|64.60\|60.27\|79846;2026-05-12\|63.50\|1.68\|61.51\|65.00\|60.20\|73740;2026-05-13\|68.75\|8.27\|62.69\|69.79\|61.85\|94710;2026-05-14\|70.45\|2.47\|68.75\|73.50\|66.27\|95839;2026-05-15\|75.70\|7.45\|70.41\|76.55\|69.00\|106753;2026-05-18\|83.27\|10.00\|74.00\|83.27\|74.00\|64026;2026-05-19\|91.60\|10.00\|86.24\|91.60\|81.66\|87576;2026-05-20\|97.55\|6.50\|90.99\|99.00\|90.97\|115911;2026-05-21\|105.74\|8.40\|96.49\|107.31\|92.18\|118116;2026-05-22\|116.31\|10.00\|106.80\|116.31\|103.00\|96418;2026-05-25\|114.22\|-1.80\|121.11\|122.00\|104.68\|173317;2026-05-26\|102.80\|-10.00\|108.80\|109.98\|102.80\|103506;2026-05-27\|113.08\|10.00\|102.94\|113.08\|102.94\|130812;2026-05-28\|110.40\|-2.37\|114.21\|118.31\|107.12\|155628;2026-05-29\|106.84\|-3.22\|110.00\|116.00\|105.06\|125450;2026-06-01\|103.70\|-2.94\|100.00\|108.02\|100.00\|136880;2026-06-02\|106.25\|2.46\|103.20\|109.19\|101.46\|112009;2026-06-03\|102.00\|-4.00\|103.00\|111.40\|98.08\|149077;2026-06-04\|107.55\|5.44\|102.86\|109.95\|97.10\|127788;2026-06-05\|103.69\|-3.59\|108.37\|108.40\|101.12\|93978;2026-06-08\|95.50\|-7.90\|96.71\|101.70\|95.02\|75528;2026-06-09\|101.00\|5.76\|96.05\|102.00\|94.62\|83378;2026-06-10\|95.69\|-5.26\|98.15\|98.98\|92.43\|78135;2026-06-11\|91.99\|-3.87\|93.60\|97.49\|90.36\|80860;2026-06-12\|90.12\|-2.03\|95.58\|96.33\|90.11\|78785;2026-06-15\|99.13\|10.00\|90.98\|99.13\|90.86\|48579;2026-06-16\|109.04\|10.00\|103.50\|109.04\|103.48\|37802;2026-06-17\|119.94\|10.00\|116.20\|119.94\|112.50\|45333;2026-06-18\|114.70\|-4.37\|126.00\|128.40\|114.00\|147709;2026-06-22\|114.48\|-0.19\|114.88\|122.83\|110.27\|111309;2026-06-23\|110.17\|-3.76\|113.73\|118.59\|108.51\|89818;2026-06-24\|119.39\|8.37\|109.45\|121.00\|106.30\|101727;2026-06-25\|131.33\|10.00\|122.50\|131.33\|122.50\|49806;2026-06-26\|118.20\|-10.00\|130.34\|132.50\|118.20\|116544;2026-06-29\|118.00\|-0.17\|121.00\|122.50\|114.61\|93716;2026-06-30\|122.47\|3.79\|117.25\|129.80\|115.50\|85614;2026-07-01\|118.19\|-3.02\|122.50\|125.92\|117.60\|68061;2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772;2026-09-09\|83.51\|7.00\|77.23\|85.86\|77.01\|172643;2026-09-10\|86.23\|3.26\|83.85\|90.88\|80.89\|146638;2026-09-11\|88.25\|2.34\|84.01\|90.60\|79.21\|131082;2026-09-14\|87.79\|-0.52\|85.90\|88.80\|83.50\|89146
116919	龙头公司发布涨价函，调整范围包括铝电解电容器、薄膜电容器	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728;2026-07-13\|34.47\|-10.00\|37.03\|38.35\|34.47\|159609;2026-07-14\|37.92\|10.01\|35.09\|37.92\|33.96\|156100;2026-07-15\|34.96\|-7.81\|39.28\|40.00\|34.96\|170372;2026-07-16\|35.20\|0.69\|34.26\|38.46\|33.80\|255360;2026-07-17\|31.68\|-10.00\|34.92\|35.91\|31.68\|181194;2026-07-20\|28.51\|-10.01\|31.71\|31.88\|28.51\|150331;2026-07-21\|29.47\|3.37\|27.42\|29.70\|25.66\|298411;2026-07-22\|27.80\|-5.67\|28.50\|29.74\|27.43\|253603;2026-07-23\|28.11\|1.12\|28.69\|30.11\|27.61\|230857;2026-07-24\|26.24\|-6.65\|27.37\|27.93\|25.93\|207269;2026-07-27\|28.86\|9.98\|26.35\|28.86\|25.85\|252922;2026-07-28\|26.34\|-8.73\|27.39\|28.30\|25.97\|220383;2026-07-29\|26.01\|-1.25\|26.30\|28.50\|24.81\|237270;2026-07-30\|24.14\|-7.19\|25.70\|26.51\|23.47\|231215;2026-07-31\|24.36\|0.91\|26.00\|26.55\|24.31\|327114;2026-08-03\|23.57\|-3.24\|24.00\|24.45\|22.88\|257715;2026-08-04\|25.52\|8.27\|23.80\|25.91\|23.41\|250208;2026-08-05\|27.24\|6.74\|25.27\|28.07\|25.05\|278324;2026-08-06\|27.92\|2.50\|27.27\|28.33\|26.72\|298057;2026-08-07\|29.22\|4.66\|27.92\|29.56\|27.15\|354836;2026-08-10\|28.81\|-1.40\|29.30\|29.58\|27.68\|265774;2026-08-11\|29.12\|1.08\|28.55\|30.55\|28.20\|345094;2026-08-12\|29.52\|1.37\|29.10\|29.66\|28.00\|282309;2026-08-13\|29.99\|1.59\|30.00\|32.47\|29.75\|511592;2026-08-14\|32.99\|10.00\|30.65\|32.99\|30.44\|425878;2026-08-17\|32.12\|-2.64\|33.07\|33.81\|31.50\|635519;2026-08-18\|30.98\|-3.55\|31.66\|32.55\|30.41\|353207;2026-08-19\|27.88\|-10.01\|29.44\|30.48\|27.88\|273712;2026-08-20\|28.21\|1.18\|28.44\|28.99\|27.63\|257918;2026-08-21\|28.69\|1.70\|27.99\|28.88\|27.17\|202834;2026-08-24\|27.33\|-4.74\|28.49\|28.50\|26.50\|183712;2026-08-25\|27.41\|0.29\|26.82\|27.84\|25.98\|131824;2026-08-26\|27.14\|-0.98\|27.50\|27.62\|26.50\|111738;2026-08-27\|28.38\|4.57\|27.20\|28.65\|26.95\|160197;2026-08-28\|28.60\|0.78\|28.38\|30.17\|28.29\|220948;2026-08-31\|31.46\|10.00\|28.01\|31.46\|27.88\|408416;2026-09-01\|29.85\|-5.12\|32.31\|32.98\|29.85\|425234;2026-09-02\|29.12\|-2.45\|29.26\|29.98\|28.80\|239768;2026-09-03\|32.03\|9.99\|29.45\|32.03\|29.30\|466089;2026-09-04\|31.52\|-1.59\|32.18\|34.14\|31.13\|490274;2026-09-07\|32.80\|4.06\|32.08\|32.83\|31.00\|454895;2026-09-08\|34.29\|4.54\|32.80\|34.30\|31.70\|520151;2026-09-09\|33.65\|-1.87\|34.30\|34.38\|32.90\|393092;2026-09-10\|31.70\|-5.79\|32.77\|33.10\|31.60\|271469;2026-09-11\|33.03\|4.20\|30.09\|33.32\|30.09\|373802;2026-09-14\|34.62\|4.81\|32.05\|35.30\|30.60\|435684
116918	美光业绩超预期盘后股价大涨	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头，主营Flash及DRAM存储器	2026-05-11\|556.66\|15.97\|528.00\|564.95\|515.00\|269581;2026-05-12\|561.64\|0.89\|547.17\|572.16\|537.47\|229992;2026-05-13\|611.90\|8.95\|552.00\|615.88\|538.00\|258994;2026-05-14\|599.00\|-2.11\|605.79\|638.50\|599.00\|245142;2026-05-15\|590.52\|-1.42\|596.98\|608.00\|565.00\|235802;2026-05-18\|592.22\|0.29\|586.00\|617.00\|580.00\|231617;2026-05-19\|562.43\|-5.03\|569.94\|572.00\|541.70\|206100;2026-05-20\|571.50\|1.61\|556.81\|577.11\|556.81\|158427;2026-05-21\|539.00\|-5.69\|583.40\|585.00\|536.68\|185749;2026-05-22\|549.50\|1.95\|551.00\|565.00\|536.80\|156034;2026-05-25\|565.50\|2.91\|547.00\|566.66\|538.51\|182409;2026-05-26\|538.95\|-4.70\|557.20\|557.94\|527.01\|171889;2026-05-27\|551.59\|2.35\|565.16\|585.99\|546.00\|252004;2026-05-28\|548.01\|-0.65\|541.00\|563.00\|532.09\|150232;2026-05-29\|551.29\|0.60\|554.70\|573.42\|531.50\|176777;2026-06-01\|505.80\|-8.25\|562.31\|563.79\|504.00\|175348;2026-06-02\|519.50\|2.91\|505.83\|529.66\|495.71\|158027;2026-06-03\|532.51\|2.50\|518.79\|555.95\|517.72\|187728;2026-06-04\|568.48\|6.75\|528.00\|580.00\|525.00\|241807;2026-06-05\|520.01\|-8.53\|540.01\|545.10\|520.00\|213782;2026-06-08\|485.06\|-6.72\|470.00\|496.44\|470.00\|140413;2026-06-09\|514.65\|6.10\|500.03\|517.70\|497.00\|121553;2026-06-10\|507.00\|-1.49\|506.88\|523.58\|500.05\|106837;2026-06-11\|514.80\|1.54\|506.99\|517.88\|498.00\|111787;2026-06-12\|514.89\|0.02\|545.00\|552.56\|514.89\|227530;2026-06-15\|529.23\|2.79\|529.03\|532.00\|501.28\|162392;2026-06-16\|540.23\|2.08\|536.04\|548.25\|524.00\|165428;2026-06-17\|571.68\|5.82\|525.07\|586.66\|520.53\|259485;2026-06-18\|577.79\|1.07\|563.30\|598.38\|560.00\|234411;2026-06-22\|616.16\|6.64\|590.00\|617.00\|583.17\|235979;2026-06-23\|596.01\|-3.27\|610.00\|639.83\|590.10\|218251;2026-06-24\|619.98\|4.02\|581.56\|619.99\|579.00\|205105;2026-06-25\|677.30\|9.25\|655.00\|688.80\|640.00\|269707;2026-06-26\|679.60\|0.34\|656.00\|690.50\|650.00\|247581;2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516;2026-07-13\|522.04\|-11.16\|560.00\|576.81\|519.00\|180221;2026-07-14\|538.51\|3.15\|525.02\|545.96\|504.00\|167896;2026-07-15\|488.00\|-9.38\|545.06\|557.00\|485.00\|227906;2026-07-16\|463.59\|-5.00\|473.00\|493.00\|455.01\|170955;2026-07-17\|396.00\|-14.58\|454.50\|459.89\|395.37\|227898;2026-07-20\|376.49\|-4.93\|414.10\|416.98\|361.72\|196766;2026-07-21\|421.86\|12.05\|384.00\|422.00\|338.66\|259318;2026-07-22\|388.45\|-7.92\|410.00\|429.53\|386.97\|258148;2026-07-23\|375.85\|-3.24\|394.01\|397.80\|372.43\|165727;2026-07-24\|370.01\|-1.55\|370.11\|379.99\|364.93\|151531;2026-07-27\|373.90\|1.05\|365.06\|375.66\|348.90\|142479;2026-07-28\|330.00\|-11.74\|349.00\|361.51\|326.99\|183460;2026-07-29\|329.63\|-0.11\|334.77\|336.60\|308.00\|209716;2026-07-30\|338.78\|2.78\|325.02\|350.60\|312.90\|268302;2026-07-31\|346.99\|2.42\|384.18\|386.88\|346.90\|309822;2026-08-03\|319.80\|-7.84\|340.81\|342.00\|318.18\|182839;2026-08-04\|336.05\|5.08\|323.11\|338.50\|317.01\|184630;2026-08-05\|364.92\|8.59\|338.24\|368.19\|337.00\|233274;2026-08-06\|366.33\|0.39\|346.16\|372.99\|344.51\|199248;2026-08-07\|386.60\|5.53\|364.00\|390.00\|361.63\|250386;2026-08-10\|412.50\|6.70\|408.50\|413.88\|392.88\|293786;2026-08-11\|417.50\|1.21\|412.00\|442.00\|406.66\|288113;2026-08-12\|414.30\|-0.77\|418.05\|423.62\|401.50\|203458;2026-08-13\|397.00\|-4.18\|423.20\|425.68\|396.99\|222777;2026-08-14\|406.45\|2.38\|408.11\|414.00\|400.00\|154074;2026-08-17\|419.26\|3.15\|406.46\|422.96\|403.88\|226034;2026-08-18\|412.18\|-1.69\|421.00\|423.97\|408.02\|178881;2026-08-19\|378.98\|-8.05\|387.00\|394.95\|373.60\|183883;2026-08-20\|379.01\|0.01\|385.00\|386.53\|375.76\|102002;2026-08-21\|380.66\|0.44\|379.02\|382.90\|373.62\|104664;2026-08-24\|364.90\|-4.14\|380.00\|380.99\|355.87\|126520;2026-08-25\|369.66\|1.30\|360.00\|372.65\|353.88\|95741;2026-08-26\|364.20\|-1.48\|370.04\|371.60\|363.10\|72946;2026-08-27\|386.25\|6.05\|369.00\|386.25\|366.02\|150492;2026-08-28\|376.88\|-2.43\|380.00\|386.88\|376.69\|113011;2026-08-31\|381.75\|1.29\|366.10\|382.20\|365.20\|89301;2026-09-01\|369.18\|-3.29\|381.00\|381.70\|369.10\|78750;2026-09-02\|362.30\|-1.86\|361.10\|366.99\|360.74\|68732;2026-09-03\|359.63\|-0.74\|365.13\|365.99\|356.02\|63344;2026-09-04\|347.00\|-3.51\|364.17\|365.50\|344.08\|93670;2026-09-07\|358.22\|3.23\|355.19\|359.53\|353.80\|104265;2026-09-08\|358.86\|0.18\|353.32\|368.00\|353.32\|124502;2026-09-09\|348.03\|-3.02\|359.00\|362.77\|347.18\|94686;2026-09-10\|347.00\|-0.30\|345.82\|353.50\|345.12\|72004;2026-09-11\|339.55\|-2.15\|340.00\|341.50\|330.00\|96251;2026-09-14\|331.01\|-2.52\|333.00\|336.72\|330.00\|64410
116917	美光业绩超预期盘后股价大涨	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.32\|-2.45\|371.80\|373.99\|363.00\|292309;2026-09-14\|356.88\|-3.89\|360.00\|365.88\|355.55\|264365
116916	美光业绩超预期盘后股价大涨	业绩暴增+存储涨价+AI眼镜+先进封测行业原因： 1、据央视网2月28日报道，国家发改委价格监测中心指出，2025年9月至今全球存储器缺口扩大，DRAM、NAND闪存价格创2016年以来新高，且涨幅持续扩大。 2、佰维存储、华邦电子等龙头2026年1-2月业绩暴增，印证行业景气度。公司原因： 1、据2026年3月4日公告，公司预计2026年1-2月实现归母净利润15-18亿元，同比增长921.77%-1086.13%，2026年存储行业迎来高度景气周期，AI算力与国产替代驱动DRAM/NAND价格持续上涨，行业供不应求，公司受益显著。 2、据2026年3月2日互动易，公司为Meta AI眼镜提供ROM+RAM芯片，2026年该产品持续放量。 3、据2026年1月21日机构调研，公司东莞松山湖晶圆级先进封测项目2026年底月产能5000片、2027年底1万片，2026年底开始贡献收入，毛利率30%-40%。	公司主要从事半导体存储器的存储介质应用研发、封装测试、生产和销售	2026-05-11\|315.69\|8.69\|311.10\|323.50\|301.21\|529691;2026-05-12\|308.97\|-2.13\|313.00\|317.68\|305.00\|358784;2026-05-13\|328.49\|6.32\|298.00\|329.90\|295.63\|478291;2026-05-14\|323.35\|-1.56\|328.49\|343.18\|323.35\|449530;2026-05-15\|306.30\|-5.27\|323.20\|328.40\|301.10\|444967;2026-05-18\|331.10\|8.10\|308.00\|345.00\|308.00\|504701;2026-05-19\|313.43\|-5.34\|322.01\|324.00\|301.01\|444399;2026-05-20\|316.60\|1.01\|312.80\|319.43\|309.01\|309660;2026-05-21\|301.00\|-4.93\|324.80\|327.99\|298.55\|366971;2026-05-22\|312.25\|3.74\|309.00\|314.80\|301.91\|301297;2026-05-25\|320.77\|2.73\|312.00\|322.79\|303.36\|364072;2026-05-26\|307.73\|-4.07\|319.00\|319.00\|303.12\|301147;2026-05-27\|316.99\|3.01\|323.00\|342.48\|315.17\|531874;2026-05-28\|323.62\|2.09\|311.30\|330.99\|306.00\|368199;2026-05-29\|327.37\|1.16\|326.00\|339.88\|313.00\|415900;2026-06-01\|305.00\|-6.83\|331.00\|333.99\|305.00\|338964;2026-06-02\|303.40\|-0.52\|305.00\|311.82\|287.41\|347699;2026-06-03\|314.00\|3.49\|300.00\|327.80\|299.95\|412823;2026-06-04\|341.31\|8.70\|312.01\|350.00\|309.00\|581371;2026-06-05\|311.00\|-8.88\|327.00\|333.00\|309.11\|481864;2026-06-08\|288.50\|-7.23\|285.00\|295.58\|285.00\|329937;2026-06-09\|305.15\|5.77\|298.17\|306.33\|294.78\|264640;2026-06-10\|317.00\|3.88\|311.00\|331.90\|308.00\|392680;2026-06-11\|324.27\|2.29\|314.66\|326.98\|308.01\|302961;2026-06-12\|327.90\|1.12\|348.88\|358.86\|327.90\|539177;2026-06-15\|339.96\|3.68\|337.00\|340.30\|322.29\|417648;2026-06-16\|340.48\|0.21\|340.00\|346.98\|334.71\|339895;2026-06-17\|370.00\|8.67\|332.20\|370.00\|328.75\|504716;2026-06-18\|386.20\|4.38\|363.00\|392.20\|363.00\|463144;2026-06-22\|406.31\|5.21\|394.62\|406.31\|386.20\|429591;2026-06-23\|389.47\|-4.14\|400.00\|419.97\|386.00\|389678;2026-06-24\|417.00\|7.07\|382.00\|418.80\|378.86\|374879;2026-06-25\|480.30\|15.18\|441.00\|488.00\|438.00\|484568;2026-06-26\|501.05\|4.32\|465.38\|517.00\|465.20\|464711;2026-06-29\|507.00\|1.19\|491.54\|512.00\|472.10\|398939;2026-06-30\|494.73\|-2.42\|492.00\|507.06\|480.00\|292291;2026-07-01\|463.07\|-6.40\|499.10\|515.65\|458.00\|409236;2026-07-02\|418.80\|-9.56\|430.00\|447.50\|417.00\|342357;2026-07-03\|427.91\|2.18\|417.00\|446.88\|401.00\|372250;2026-07-06\|454.70\|6.26\|450.00\|466.98\|428.08\|439394;2026-07-07\|425.00\|-6.53\|432.22\|439.88\|416.01\|279429;2026-07-08\|396.22\|-6.77\|425.00\|429.50\|391.03\|307688;2026-07-09\|418.88\|5.72\|409.76\|422.15\|383.93\|386009;2026-07-10\|388.50\|-7.25\|430.00\|430.00\|388.06\|339273;2026-07-13\|339.49\|-12.62\|371.99\|380.00\|337.97\|388208;2026-07-14\|358.37\|5.56\|343.76\|360.36\|326.66\|331591;2026-07-15\|304.40\|-15.06\|351.00\|351.60\|303.00\|523410;2026-07-16\|300.25\|-1.36\|300.00\|316.66\|293.29\|395634;2026-07-17\|252.86\|-15.78\|287.00\|292.76\|252.10\|502168;2026-07-20\|244.00\|-3.50\|266.00\|268.03\|227.03\|447087;2026-07-21\|270.97\|11.05\|245.00\|271.39\|219.09\|562833;2026-07-22\|248.28\|-8.37\|265.00\|274.73\|248.09\|471398;2026-07-23\|250.41\|0.86\|255.00\|262.50\|248.00\|307776;2026-07-24\|236.38\|-5.60\|244.72\|247.06\|235.50\|294881;2026-07-27\|241.13\|2.01\|231.01\|241.74\|220.50\|287961;2026-07-28\|209.82\|-12.98\|226.00\|233.46\|208.57\|379405;2026-07-29\|211.88\|0.98\|209.92\|213.66\|196.00\|411017;2026-07-30\|219.84\|3.76\|206.00\|228.01\|203.70\|523425;2026-07-31\|225.99\|2.80\|248.99\|250.00\|225.50\|552351;2026-08-03\|206.80\|-8.49\|218.01\|219.79\|205.78\|332001;2026-08-04\|217.53\|5.19\|209.38\|219.54\|206.33\|318887;2026-08-05\|233.07\|7.14\|219.97\|236.60\|217.54\|420434;2026-08-06\|232.94\|-0.06\|222.00\|237.70\|219.48\|374181;2026-08-07\|244.88\|5.13\|229.60\|249.88\|229.60\|443458;2026-08-10\|242.00\|-1.18\|247.68\|247.68\|233.90\|315469;2026-08-11\|242.06\|0.02\|238.90\|251.00\|238.06\|317317;2026-08-12\|244.88\|1.17\|245.67\|248.83\|238.58\|267887;2026-08-13\|235.01\|-4.03\|251.00\|253.88\|235.00\|334466;2026-08-14\|242.00\|2.97\|241.00\|243.50\|237.18\|250210;2026-08-17\|256.78\|6.11\|245.00\|257.77\|244.13\|357121;2026-08-18\|253.18\|-1.40\|259.00\|262.30\|251.43\|296063;2026-08-19\|231.70\|-8.48\|240.55\|243.51\|228.00\|307066;2026-08-20\|234.67\|1.28\|235.50\|237.60\|231.50\|169649;2026-08-21\|238.96\|1.83\|235.00\|240.80\|232.27\|176569;2026-08-24\|225.59\|-5.60\|237.01\|237.11\|220.19\|222032;2026-08-25\|227.82\|0.99\|220.00\|230.26\|219.09\|150876;2026-08-26\|223.35\|-1.96\|228.88\|229.20\|221.71\|142200;2026-08-27\|238.44\|6.76\|226.33\|238.64\|224.89\|252524;2026-08-28\|230.93\|-3.15\|235.00\|238.43\|230.63\|190755;2026-08-31\|235.55\|2.00\|225.19\|235.55\|225.01\|148754;2026-09-01\|227.70\|-3.33\|235.01\|235.30\|227.26\|124027;2026-09-02\|222.28\|-2.38\|223.12\|225.90\|221.33\|115829;2026-09-03\|220.50\|-0.80\|225.02\|225.97\|218.64\|118313;2026-09-04\|213.29\|-3.27\|222.88\|223.66\|211.60\|166523;2026-09-07\|221.14\|3.68\|220.00\|222.65\|218.92\|172511;2026-09-08\|221.50\|0.16\|221.14\|228.19\|218.13\|178217;2026-09-09\|217.70\|-1.72\|223.16\|224.50\|215.95\|130756;2026-09-10\|218.79\|0.50\|216.65\|222.98\|216.65\|128851;2026-09-11\|213.00\|-2.65\|213.22\|214.37\|207.15\|170719;2026-09-14\|207.11\|-2.77\|206.60\|211.00\|206.01\|106214
116915	美光业绩超预期盘后股价大涨	存储芯片+企业级SSD+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月26日互动易，公司表示AI大模型训练与推理正驱动存储需求快速增长，存储从算力配套升级为AI核心基础设施，当前公司在手订单充足，预期能够保持良好的业绩水平。 2、据2026年5月13日机构调研，2026年公司发布SATA/PCIe双模企业级SSD主控H3361，企业级业务加速扩张，产品已进入多家国内互联网及服务器厂商供应链并实现规模销售，收入规模及占比持续提升；5月12日公司光明智能制造基地启动，定位高端制造与测试验证中心。 3、据2026年4月30日公告，公司2026年一季度实现营收75.38亿元，同比增长502.08%；归母净利润33.46亿元，同比扭亏为盈，主要得益于AI服务器、数据中心需求爆发，存储行业景气度持续提升。	公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式存储、内存条等	2026-05-11\|639.21\|6.94\|631.11\|644.96\|616.13\|180515;2026-05-12\|618.00\|-3.32\|630.56\|633.50\|610.00\|150166;2026-05-13\|679.80\|10.00\|595.24\|679.80\|595.24\|168739;2026-05-14\|721.65\|6.16\|699.00\|739.48\|689.00\|190782;2026-05-15\|712.06\|-1.33\|722.01\|759.99\|697.62\|213475;2026-05-18\|735.04\|3.23\|707.00\|743.56\|702.58\|167160;2026-05-19\|699.16\|-4.88\|712.00\|716.00\|672.94\|150562;2026-05-20\|695.96\|-0.46\|705.00\|717.45\|685.00\|128465;2026-05-21\|656.10\|-5.73\|707.00\|709.80\|652.88\|142761;2026-05-22\|674.00\|2.73\|671.00\|680.39\|651.02\|132272;2026-05-25\|695.00\|3.12\|669.99\|698.50\|657.01\|133567;2026-05-26\|659.10\|-5.17\|688.05\|688.05\|643.00\|136401;2026-05-27\|665.00\|0.90\|680.00\|703.00\|660.80\|158845;2026-05-28\|657.35\|-1.15\|655.02\|669.50\|633.89\|109700;2026-05-29\|640.00\|-2.64\|669.00\|679.58\|630.00\|125845;2026-06-01\|597.41\|-6.65\|641.40\|646.00\|597.00\|121728;2026-06-02\|605.90\|1.42\|600.00\|611.66\|583.00\|110274;2026-06-03\|618.95\|2.15\|600.00\|639.99\|598.00\|125917;2026-06-04\|680.85\|10.00\|612.58\|680.85\|612.58\|191661;2026-06-05\|630.50\|-7.40\|655.55\|665.38\|623.82\|165281;2026-06-08\|588.10\|-6.72\|568.18\|609.00\|568.18\|112052;2026-06-09\|625.74\|6.40\|605.55\|629.25\|598.50\|106237;2026-06-10\|627.95\|0.35\|619.75\|640.63\|612.63\|96313;2026-06-11\|632.35\|0.70\|630.00\|638.05\|617.00\|86064;2026-06-12\|617.43\|-2.36\|662.10\|664.00\|617.43\|152458;2026-06-15\|641.86\|3.96\|632.00\|643.68\|608.14\|112303;2026-06-16\|655.66\|2.15\|649.66\|664.99\|633.20\|120558;2026-06-17\|709.62\|8.23\|642.00\|720.00\|633.50\|171739;2026-06-18\|712.00\|0.34\|702.00\|736.00\|698.08\|160789;2026-06-22\|737.07\|3.52\|726.00\|740.00\|706.00\|151962;2026-06-23\|755.01\|2.43\|730.00\|796.00\|706.00\|171855;2026-06-24\|810.00\|7.28\|759.00\|816.88\|743.51\|182022;2026-06-25\|891.00\|10.00\|830.00\|891.00\|829.19\|202889;2026-06-26\|951.00\|6.73\|881.10\|980.00\|872.31\|218735;2026-06-29\|970.00\|2.00\|939.95\|978.00\|886.66\|171300;2026-06-30\|942.90\|-2.79\|935.00\|957.99\|898.00\|131073;2026-07-01\|893.22\|-5.27\|945.00\|976.00\|880.00\|163543;2026-07-02\|811.00\|-9.20\|829.54\|872.83\|806.00\|160378;2026-07-03\|881.91\|8.74\|804.75\|892.10\|795.00\|198003;2026-07-06\|935.00\|6.02\|877.10\|954.19\|860.00\|216857;2026-07-07\|851.00\|-8.98\|870.00\|900.00\|845.28\|143597;2026-07-08\|825.00\|-3.06\|866.31\|870.24\|790.00\|139865;2026-07-09\|860.48\|4.30\|840.01\|867.88\|798.88\|163888;2026-07-10\|799.98\|-7.03\|859.99\|878.99\|799.90\|150891;2026-07-13\|719.98\|-10.00\|755.28\|774.23\|719.98\|113759;2026-07-14\|736.00\|2.23\|716.63\|740.00\|663.26\|170348;2026-07-15\|662.40\|-10.00\|662.40\|662.40\|662.40\|26504;2026-07-16\|596.16\|-10.00\|596.16\|596.16\|596.16\|8321;2026-07-17\|536.54\|-10.00\|536.54\|536.54\|536.54\|21076;2026-07-20\|482.89\|-10.00\|482.89\|500.00\|482.89\|177602;2026-07-21\|508.00\|5.20\|450.01\|530.00\|434.60\|406326;2026-07-22\|457.20\|-10.00\|480.00\|485.96\|457.20\|256480;2026-07-23\|435.00\|-4.86\|444.00\|468.68\|431.47\|261887;2026-07-24\|399.89\|-8.07\|431.28\|432.00\|398.05\|252081;2026-07-27\|401.60\|0.43\|399.89\|405.58\|378.00\|215021;2026-07-28\|361.44\|-10.00\|381.53\|401.50\|361.44\|192939;2026-07-29\|354.58\|-1.90\|361.00\|363.00\|334.00\|247036;2026-07-30\|390.04\|10.00\|359.33\|390.04\|352.00\|306387;2026-07-31\|385.90\|-1.06\|429.04\|429.04\|385.04\|422580;2026-08-03\|349.00\|-9.56\|373.94\|376.61\|348.96\|272145;2026-08-04\|364.18\|4.35\|352.03\|369.31\|347.00\|247688;2026-08-05\|386.24\|6.06\|363.00\|393.39\|360.00\|274501;2026-08-06\|388.25\|0.52\|371.34\|397.51\|367.00\|227112;2026-08-07\|404.16\|4.10\|388.32\|412.25\|388.00\|249973;2026-08-10\|400.80\|-0.83\|408.00\|415.00\|390.00\|195807;2026-08-11\|400.99\|0.05\|397.50\|414.00\|395.02\|180555;2026-08-12\|407.58\|1.64\|404.01\|413.72\|395.11\|166227;2026-08-13\|396.53\|-2.71\|416.88\|424.66\|396.00\|192819;2026-08-14\|406.19\|2.44\|410.02\|415.09\|399.00\|140694;2026-08-17\|435.40\|7.19\|410.02\|443.60\|406.60\|210540;2026-08-18\|437.33\|0.44\|440.00\|450.65\|428.96\|201430;2026-08-19\|393.80\|-9.95\|415.40\|419.85\|393.60\|193453;2026-08-20\|398.10\|1.09\|400.01\|403.92\|390.01\|101615;2026-08-21\|415.12\|4.28\|398.10\|423.00\|393.00\|152184;2026-08-24\|400.36\|-3.56\|413.33\|415.00\|386.16\|137310;2026-08-25\|397.03\|-0.83\|390.00\|406.85\|386.15\|105314;2026-08-26\|390.69\|-1.60\|398.19\|401.98\|389.24\|86405;2026-08-27\|429.76\|10.00\|395.19\|429.76\|392.33\|209854;2026-08-28\|429.03\|-0.17\|437.50\|448.25\|429.01\|191818;2026-08-31\|436.50\|1.74\|422.31\|442.32\|420.50\|133741;2026-09-01\|418.04\|-4.23\|436.65\|439.18\|416.88\|104139;2026-09-02\|412.93\|-1.22\|408.51\|420.80\|408.50\|77505;2026-09-03\|405.06\|-1.91\|417.00\|417.70\|401.68\|88098;2026-09-04\|391.30\|-3.40\|409.03\|413.00\|388.00\|102111;2026-09-07\|403.98\|3.24\|401.12\|407.80\|398.50\|106160;2026-09-08\|416.82\|3.18\|404.06\|431.00\|401.03\|156467;2026-09-09\|409.66\|-1.72\|421.04\|425.00\|407.22\|95117;2026-09-10\|418.22\|2.09\|408.03\|426.90\|407.00\|123295;2026-09-11\|402.73\|-3.70\|405.00\|407.61\|391.33\|137822;2026-09-14\|387.90\|-3.68\|393.00\|395.70\|387.01\|89047
116914	美光业绩超预期盘后股价大涨	存储芯片+DRAM涨价+AI MCU+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月22日机构调研，公司DRAM产能紧张，各季度进行分货，预计后续毛利率逐季提高。 2、据2026年6月12日互动易，公司AI MCU具备端侧TNPU，算力为0.5T@int8，基于28nm工艺，可用于3D打印机、机器人控制、生物识别等场景。 3、据2026年4月29日一季报，公司2026年一季度营收15.60亿元，同比增长47.12%，归母净利润3.19亿元，同比增长331.61%。	公司存储芯片分为SRAM、DRAM和Flash三大类别，主要面向汽车、工业、医疗等行业市场及高端消费类市场，Flash产品线包括了目前全球主流的NOR Flash存储芯片和NAND Flash存储芯片	2026-05-11\|146.08\|9.11\|140.57\|148.99\|137.86\|484497;2026-05-12\|146.83\|0.51\|146.81\|149.80\|141.95\|355174;2026-05-13\|148.65\|1.24\|142.68\|149.49\|138.92\|392329;2026-05-14\|141.88\|-4.55\|147.23\|148.00\|141.88\|295247;2026-05-15\|136.40\|-3.86\|142.00\|144.00\|134.40\|347931;2026-05-18\|137.81\|1.03\|136.50\|142.50\|136.26\|264065;2026-05-19\|137.68\|-0.09\|134.68\|138.41\|131.06\|245688;2026-05-20\|141.90\|3.18\|137.53\|143.13\|136.55\|269608;2026-05-21\|130.72\|-7.88\|144.38\|144.93\|130.60\|352651;2026-05-22\|138.40\|5.88\|133.00\|139.34\|132.07\|324463;2026-05-25\|141.92\|2.54\|139.65\|142.00\|136.08\|297168;2026-05-26\|149.60\|5.41\|139.37\|152.00\|133.50\|595428;2026-05-27\|160.01\|6.96\|172.25\|175.98\|158.50\|841972;2026-05-28\|161.59\|0.99\|163.20\|167.94\|155.90\|536095;2026-05-29\|157.46\|-2.56\|164.10\|170.88\|155.55\|545401;2026-06-01\|144.11\|-8.48\|159.02\|162.77\|143.63\|434607;2026-06-02\|142.27\|-1.28\|143.03\|145.20\|137.48\|359187;2026-06-03\|144.36\|1.47\|141.60\|150.91\|141.60\|398707;2026-06-04\|150.41\|4.19\|141.50\|152.50\|141.50\|390203;2026-06-05\|139.36\|-7.35\|145.00\|146.84\|138.60\|363045;2026-06-08\|149.26\|7.10\|132.38\|154.20\|132.38\|545310;2026-06-09\|159.89\|7.12\|152.01\|161.00\|146.50\|575325;2026-06-10\|148.95\|-6.84\|159.64\|159.70\|148.00\|354096;2026-06-11\|145.49\|-2.32\|149.50\|152.18\|142.50\|335568;2026-06-12\|145.60\|0.08\|152.25\|155.14\|144.89\|373489;2026-06-15\|164.30\|12.84\|149.62\|164.76\|145.35\|515800;2026-06-16\|162.02\|-1.39\|163.00\|167.50\|161.02\|330406;2026-06-17\|171.70\|5.97\|162.23\|172.53\|161.36\|460902;2026-06-18\|186.05\|8.36\|172.66\|190.60\|172.66\|583884;2026-06-22\|192.75\|3.60\|190.00\|193.19\|179.79\|545061;2026-06-23\|194.00\|0.65\|191.69\|203.48\|186.01\|488149;2026-06-24\|197.80\|1.96\|192.76\|199.00\|186.78\|441416;2026-06-25\|237.36\|20.00\|207.00\|237.36\|206.00\|564367;2026-06-26\|233.21\|-1.75\|240.00\|242.00\|229.00\|583140;2026-06-29\|242.05\|3.79\|232.00\|249.67\|220.00\|624686;2026-06-30\|248.90\|2.83\|230.00\|255.49\|225.01\|560203;2026-07-01\|259.05\|4.08\|248.00\|279.44\|245.68\|585850;2026-07-02\|234.67\|-9.41\|240.00\|253.00\|233.00\|475258;2026-07-03\|259.56\|10.61\|238.99\|268.88\|237.78\|566583;2026-07-06\|253.00\|-2.53\|264.61\|266.00\|238.00\|536363;2026-07-07\|231.20\|-8.62\|240.00\|247.70\|226.00\|465782;2026-07-08\|215.38\|-6.84\|231.18\|239.00\|215.00\|413169;2026-07-09\|236.02\|9.58\|221.00\|237.00\|220.68\|425540;2026-07-10\|219.90\|-6.83\|237.29\|244.92\|219.80\|369081;2026-07-13\|190.17\|-13.52\|216.99\|219.00\|188.04\|463214;2026-07-14\|207.69\|9.21\|197.95\|209.22\|191.03\|408727;2026-07-15\|190.18\|-8.43\|213.00\|217.79\|189.00\|377033;2026-07-16\|174.60\|-8.19\|183.60\|187.46\|171.35\|363488;2026-07-17\|153.82\|-11.90\|175.78\|176.56\|152.00\|414080;2026-07-20\|143.65\|-6.61\|162.00\|163.90\|137.84\|439786;2026-07-21\|168.00\|16.95\|150.11\|168.88\|136.20\|610578;2026-07-22\|157.82\|-6.06\|164.98\|173.33\|156.80\|534182;2026-07-23\|151.76\|-3.84\|161.03\|163.77\|150.00\|357497;2026-07-24\|143.65\|-5.34\|147.90\|151.91\|143.12\|364058;2026-07-27\|145.66\|1.40\|143.50\|146.00\|135.30\|380225;2026-07-28\|127.10\|-12.74\|136.50\|139.70\|125.69\|448318;2026-07-29\|124.56\|-2.00\|127.81\|128.80\|116.93\|478703;2026-07-30\|123.66\|-0.72\|124.56\|128.93\|117.89\|559043;2026-07-31\|126.81\|2.55\|139.30\|140.53\|126.68\|752088;2026-08-03\|119.00\|-6.16\|124.18\|124.96\|118.38\|412776;2026-08-04\|126.26\|6.10\|119.21\|127.36\|116.94\|423299;2026-08-05\|136.03\|7.74\|128.00\|138.66\|126.38\|507275;2026-08-06\|137.00\|0.71\|130.00\|139.97\|129.00\|419668;2026-08-07\|144.05\|5.15\|136.98\|146.21\|136.01\|491966;2026-08-10\|138.48\|-3.87\|144.20\|144.92\|135.05\|396925;2026-08-11\|137.86\|-0.45\|136.19\|141.66\|136.19\|309556;2026-08-12\|140.57\|1.97\|139.25\|143.00\|137.25\|294079;2026-08-13\|137.48\|-2.20\|144.58\|149.49\|137.15\|385472;2026-08-14\|143.62\|4.47\|141.51\|144.95\|140.21\|347311;2026-08-17\|155.39\|8.20\|146.01\|155.88\|144.75\|463531;2026-08-18\|152.75\|-1.70\|159.17\|161.55\|151.02\|431635;2026-08-19\|137.25\|-10.15\|145.00\|146.28\|135.70\|438086;2026-08-20\|138.30\|0.77\|140.00\|141.44\|136.69\|261163;2026-08-21\|138.48\|0.13\|138.09\|140.46\|136.71\|245817;2026-08-24\|133.66\|-3.48\|137.22\|137.99\|130.16\|276978;2026-08-25\|134.10\|0.33\|131.58\|134.98\|128.51\|210697;2026-08-26\|132.07\|-1.51\|134.23\|134.78\|130.15\|173888;2026-08-27\|140.48\|6.37\|133.06\|140.68\|132.70\|275135;2026-08-28\|135.70\|-3.40\|139.00\|140.20\|135.50\|214703;2026-08-31\|139.95\|3.13\|132.12\|140.30\|132.00\|259965;2026-09-01\|134.79\|-3.69\|139.95\|140.22\|134.27\|218891;2026-09-02\|132.37\|-1.80\|132.90\|134.29\|131.00\|183365;2026-09-03\|131.99\|-0.29\|134.02\|134.40\|130.07\|161315;2026-09-04\|127.16\|-3.66\|132.90\|133.99\|126.00\|206284;2026-09-07\|133.80\|5.22\|130.96\|133.99\|130.30\|236617;2026-09-08\|133.79\|-0.01\|135.00\|138.20\|132.25\|225640;2026-09-09\|131.98\|-1.35\|135.72\|136.99\|131.08\|144450;2026-09-10\|132.45\|0.36\|130.62\|134.76\|130.21\|142631;2026-09-11\|128.78\|-2.77\|129.00\|129.88\|125.21\|195220;2026-09-14\|126.32\|-1.91\|126.00\|127.99\|124.60\|146415
116913	美光业绩超预期盘后股价大涨	涨停揭秘：大股东长江产业集团持续赋能，子公司万润半导体聚焦存储器研发，受益于全球存储龙头股价创新高及国产替代提速；涨停缘由：公司原因： 1、实际控制人长江产业投资集团为湖北省属国资平台，具备资源整合与政策支持优势； 2、万润半导体专注NAND/NOR闪存设计与封测，部分产品已导入信创终端供应链； 3、全球存储价格企稳回升，行业库存去化接近尾声，周期拐点预期强化；资金逻辑：深股通持股量近5日环比增12.7%，融资余额单周增长9.3%，显示内外资同步加仓存储主线；风险提示：存储业务尚处产业化初期，营收占比偏低，短期盈利贡献有限，需关注后续客户认证及订单落地进度	公司大股东为长江产业投资集团有限公司，子公司万润半导体主要从事存储器	2026-05-11\|15.36\|2.67\|15.25\|15.67\|15.22\|595854;2026-05-12\|15.44\|0.52\|15.33\|15.78\|14.87\|915391;2026-05-13\|16.98\|9.97\|15.20\|16.98\|15.08\|1178999;2026-05-14\|16.56\|-2.47\|17.10\|17.19\|16.48\|1284521;2026-05-15\|16.57\|0.06\|16.72\|17.20\|16.30\|1035578;2026-05-18\|18.23\|10.02\|16.72\|18.23\|16.66\|1063914;2026-05-19\|17.53\|-3.84\|17.43\|17.76\|16.81\|1457318;2026-05-20\|19.28\|9.98\|19.20\|19.28\|18.02\|2548520;2026-05-21\|18.10\|-6.12\|19.80\|20.10\|18.01\|2180326;2026-05-22\|17.75\|-1.93\|18.15\|18.46\|17.49\|1364099;2026-05-25\|17.58\|-0.96\|17.75\|17.95\|17.05\|1091192;2026-05-26\|16.80\|-4.44\|17.92\|18.16\|16.50\|1048163;2026-05-27\|16.42\|-2.26\|17.23\|17.78\|16.30\|965874;2026-05-28\|16.58\|0.97\|16.49\|16.94\|16.09\|732419;2026-05-29\|15.31\|-7.66\|16.68\|16.74\|15.21\|799400;2026-06-01\|15.15\|-1.05\|15.32\|15.78\|15.08\|505779;2026-06-02\|14.88\|-1.78\|15.14\|15.28\|14.50\|513530;2026-06-03\|15.27\|2.62\|14.88\|15.80\|14.77\|620002;2026-06-04\|15.77\|3.27\|15.00\|15.95\|14.91\|614427;2026-06-05\|15.09\|-4.31\|15.40\|15.71\|14.85\|599122;2026-06-08\|14.21\|-5.83\|14.34\|14.91\|14.07\|483643;2026-06-09\|14.87\|4.64\|14.58\|14.87\|14.23\|412027;2026-06-10\|14.69\|-1.21\|14.61\|14.99\|14.42\|380121;2026-06-11\|16.16\|10.01\|14.58\|16.16\|14.18\|1008363;2026-06-12\|16.19\|0.19\|17.38\|17.76\|16.16\|1444744;2026-06-15\|16.62\|2.66\|16.53\|16.70\|15.94\|905646;2026-06-16\|16.88\|1.56\|16.74\|17.13\|16.57\|666675;2026-06-17\|17.06\|1.07\|16.80\|17.27\|16.66\|762178;2026-06-18\|17.27\|1.23\|16.89\|17.63\|16.68\|747731;2026-06-22\|18.30\|5.96\|17.34\|18.50\|17.23\|1077520;2026-06-23\|18.17\|-0.71\|18.15\|18.68\|17.55\|785644;2026-06-24\|18.84\|3.69\|17.85\|19.15\|17.85\|844077;2026-06-25\|20.72\|9.98\|19.24\|20.72\|19.03\|1039856;2026-06-26\|20.22\|-2.41\|21.30\|21.94\|20.16\|1281822;2026-06-29\|20.24\|0.10\|20.93\|21.27\|19.38\|995365;2026-06-30\|22.26\|9.98\|19.71\|22.26\|19.40\|1115112;2026-07-01\|20.48\|-8.00\|22.10\|22.48\|20.05\|1230742;2026-07-02\|19.00\|-7.23\|19.42\|20.11\|18.78\|928969;2026-07-03\|19.01\|0.05\|18.82\|20.17\|18.27\|814784;2026-07-06\|18.76\|-1.32\|19.50\|19.95\|18.64\|655029;2026-07-07\|18.18\|-3.09\|18.51\|18.95\|17.85\|536868;2026-07-08\|17.52\|-3.63\|18.15\|18.66\|17.16\|495477;2026-07-09\|18.45\|5.43\|17.73\|18.55\|17.45\|626640;2026-07-10\|17.76\|-3.74\|18.76\|19.25\|17.76\|653788;2026-07-13\|16.35\|-7.94\|17.31\|17.99\|16.26\|622118;2026-07-14\|16.47\|0.73\|16.62\|16.77\|15.30\|580352;2026-07-15\|15.22\|-7.59\|16.75\|16.85\|15.15\|560588;2026-07-16\|14.29\|-6.11\|14.95\|15.39\|14.16\|556541;2026-07-17\|12.86\|-10.01\|14.20\|14.25\|12.86\|674924;2026-07-20\|11.57\|-10.03\|13.13\|13.30\|11.57\|703028;2026-07-21\|12.41\|7.26\|11.66\|12.73\|10.43\|994588;2026-07-22\|11.83\|-4.67\|12.06\|12.62\|11.79\|700304;2026-07-23\|11.61\|-1.86\|11.86\|11.99\|11.36\|466044;2026-07-24\|11.28\|-2.84\|11.40\|11.61\|11.11\|368848;2026-07-27\|11.92\|5.67\|11.20\|12.08\|10.95\|518632;2026-07-28\|11.42\|-4.19\|11.61\|12.10\|11.34\|419923;2026-07-29\|11.39\|-0.26\|11.40\|11.52\|10.70\|515923;2026-07-30\|11.07\|-2.81\|11.25\|11.49\|10.92\|446885;2026-07-31\|11.13\|0.54\|11.76\|11.90\|11.09\|613986;2026-08-03\|11.47\|3.05\|11.01\|11.68\|10.93\|528776;2026-08-04\|12.08\|5.32\|11.59\|12.17\|11.37\|514532;2026-08-05\|12.57\|4.06\|12.10\|12.85\|12.03\|631856;2026-08-06\|12.42\|-1.19\|12.28\|12.66\|12.16\|477684;2026-08-07\|13.09\|5.39\|12.42\|13.35\|12.42\|771153;2026-08-10\|13.52\|3.29\|13.32\|13.72\|12.88\|655202;2026-08-11\|13.29\|-1.70\|13.30\|13.72\|13.17\|432942;2026-08-12\|13.50\|1.58\|13.30\|13.53\|13.16\|369685;2026-08-13\|13.07\|-3.19\|13.67\|13.93\|13.06\|450526;2026-08-14\|13.88\|6.20\|13.28\|14.06\|13.21\|694843;2026-08-17\|14.14\|1.87\|13.88\|14.35\|13.65\|565813;2026-08-18\|14.26\|0.85\|14.21\|14.67\|14.03\|572280;2026-08-19\|13.72\|-3.79\|13.90\|14.84\|13.47\|805454;2026-08-20\|13.15\|-4.15\|13.80\|13.85\|13.07\|577019;2026-08-21\|13.48\|2.51\|13.13\|13.80\|13.10\|471348;2026-08-24\|13.93\|3.34\|14.52\|14.80\|13.38\|1092219;2026-08-25\|13.56\|-2.66\|13.30\|13.91\|13.16\|665427;2026-08-26\|13.74\|1.33\|13.56\|13.98\|13.48\|497574;2026-08-27\|13.84\|0.73\|13.80\|14.08\|13.60\|620469;2026-08-28\|13.67\|-1.23\|13.63\|14.06\|13.61\|445022;2026-08-31\|14.08\|3.00\|13.34\|14.13\|13.32\|508693;2026-09-01\|13.79\|-2.06\|14.08\|14.15\|13.63\|342576;2026-09-02\|13.64\|-1.09\|13.58\|13.78\|13.40\|268372;2026-09-03\|13.49\|-1.10\|13.74\|13.81\|13.30\|299092;2026-09-04\|13.79\|2.22\|13.81\|14.65\|13.68\|922034;2026-09-07\|13.91\|0.87\|14.02\|14.10\|13.74\|488394;2026-09-08\|13.95\|0.29\|13.87\|14.33\|13.72\|462031;2026-09-09\|13.70\|-1.79\|14.06\|14.25\|13.60\|429320;2026-09-10\|13.66\|-0.29\|13.57\|14.02\|13.45\|348106;2026-09-11\|13.53\|-0.95\|13.40\|13.64\|12.96\|455663;2026-09-14\|13.38\|-1.11\|13.20\|13.58\|13.11\|245106
116912	美光业绩超预期盘后股价大涨	MCU+存储芯片+业绩增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年6月5日互动易，公司首款存储产品CMS25Q40A已量产回货并实现销售出货，该产品为4M bit SPI NOR Flash，具有低成本、低功耗等优势。 2、据2026年6月16日机构调研，公司供应仍处于相对紧张状态，此轮供不应求源于下游算力、AI等需求迅速增长与产能挤占间的矛盾；据2026年6月9日互动易，公司当前各业务产能较紧张。 3、据2026年6月16日机构调研，公司实施“MCU+”战略，在坚持以MCU为核，持续改善8位MCU产品、快速丰富32位MCU品类的前提下，开辟储存、电源、通信产线，寻求业绩增长的第二、第三曲线，目的是快速做大做强公司。 4、据2026年4月24日一季报，公司一季度营收3.25亿元，同比增长57.47%，归母净利润5124.84万元，同比增长48.89%，主要系出货量提升和产品价格上涨所致。	公司MCU、Nor flash等产品涨价15%~50%	2026-05-11\|51.31\|3.78\|50.60\|52.21\|50.19\|173029;2026-05-12\|49.80\|-2.94\|51.01\|51.30\|49.01\|118886;2026-05-13\|53.08\|6.59\|50.15\|53.53\|48.92\|199018;2026-05-14\|50.50\|-4.86\|53.00\|53.00\|50.50\|143731;2026-05-15\|51.41\|1.80\|50.40\|53.70\|48.68\|176838;2026-05-18\|51.19\|-0.43\|51.41\|53.68\|50.48\|145296;2026-05-19\|52.20\|1.97\|50.10\|52.20\|49.05\|134944;2026-05-20\|55.29\|5.92\|51.21\|55.99\|51.19\|237090;2026-05-21\|50.72\|-8.27\|56.01\|56.37\|50.26\|224044;2026-05-22\|50.52\|-0.39\|51.09\|51.58\|49.61\|154263;2026-05-25\|52.49\|4.52\|50.00\|52.66\|48.60\|170721;2026-05-26\|48.54\|-7.53\|52.05\|52.07\|47.38\|169222;2026-05-27\|46.81\|-3.56\|49.30\|49.89\|46.81\|121018;2026-05-28\|48.48\|3.57\|46.31\|48.87\|46.01\|118965;2026-05-29\|46.00\|-5.12\|48.75\|48.86\|44.80\|131715;2026-06-01\|43.01\|-6.50\|45.92\|45.92\|42.90\|90708;2026-06-02\|43.06\|0.12\|43.01\|43.75\|41.88\|73517;2026-06-03\|45.68\|6.08\|43.29\|47.38\|43.29\|142649;2026-06-04\|45.40\|-0.61\|45.18\|46.01\|44.76\|76394;2026-06-05\|43.52\|-4.14\|44.60\|44.99\|43.40\|78938;2026-06-08\|40.77\|-6.32\|41.29\|42.62\|40.30\|74865;2026-06-09\|43.46\|6.60\|41.80\|43.55\|41.07\|74472;2026-06-10\|44.05\|1.36\|42.50\|45.48\|42.43\|82350;2026-06-11\|48.03\|9.04\|44.09\|49.50\|44.09\|188681;2026-06-12\|45.88\|-4.48\|48.51\|49.19\|45.20\|147697;2026-06-15\|46.92\|2.27\|46.55\|46.98\|45.01\|119058;2026-06-16\|47.14\|0.47\|47.50\|47.95\|46.50\|116999;2026-06-17\|48.81\|3.54\|46.80\|49.28\|46.60\|131305;2026-06-18\|49.68\|1.78\|48.72\|50.00\|48.30\|124730;2026-06-22\|49.92\|0.48\|49.70\|50.65\|48.35\|144154;2026-06-23\|50.41\|0.98\|49.00\|51.97\|47.88\|159970;2026-06-24\|51.45\|2.06\|50.00\|51.59\|49.20\|142131;2026-06-25\|61.74\|20.00\|53.92\|61.74\|53.00\|244486;2026-06-26\|62.50\|1.23\|64.48\|66.90\|60.94\|396081;2026-06-29\|62.19\|-0.50\|61.73\|63.90\|57.10\|305729;2026-06-30\|65.91\|5.98\|62.01\|66.03\|60.33\|276594;2026-07-01\|63.01\|-4.40\|65.67\|66.98\|62.01\|243154;2026-07-02\|59.40\|-5.73\|59.46\|62.70\|58.22\|176962;2026-07-03\|57.91\|-2.51\|59.00\|60.20\|56.80\|160091;2026-07-06\|62.78\|8.41\|58.50\|64.00\|56.50\|229963;2026-07-07\|61.36\|-2.26\|61.50\|63.56\|60.20\|149453;2026-07-08\|59.78\|-2.58\|61.36\|62.76\|57.65\|143193;2026-07-09\|62.86\|5.15\|61.00\|62.88\|58.58\|173057;2026-07-10\|58.03\|-7.68\|63.00\|65.65\|58.00\|230598;2026-07-13\|56.04\|-3.43\|57.17\|59.85\|55.25\|165857;2026-07-14\|54.61\|-2.55\|55.86\|56.49\|51.35\|160330;2026-07-15\|49.84\|-8.73\|55.46\|55.73\|49.40\|141832;2026-07-16\|45.50\|-8.71\|48.61\|49.80\|44.88\|124722;2026-07-17\|39.51\|-13.16\|45.30\|45.50\|39.40\|161375;2026-07-20\|35.92\|-9.09\|40.51\|41.17\|34.38\|185589;2026-07-21\|38.75\|7.88\|36.35\|38.85\|32.80\|238396;2026-07-22\|39.30\|1.42\|37.96\|41.39\|37.88\|211888;2026-07-23\|39.20\|-0.25\|41.20\|42.78\|39.00\|183988;2026-07-24\|38.23\|-2.47\|38.00\|39.32\|37.60\|136864;2026-07-27\|38.78\|1.44\|38.38\|38.85\|36.18\|132471;2026-07-28\|35.95\|-7.30\|37.21\|38.48\|35.56\|119358;2026-07-29\|36.80\|2.36\|36.17\|37.10\|34.12\|124633;2026-07-30\|34.33\|-6.71\|36.12\|36.49\|33.71\|120470;2026-07-31\|35.27\|2.74\|37.18\|37.76\|35.25\|150252;2026-08-03\|34.57\|-1.98\|35.20\|35.63\|34.34\|87375;2026-08-04\|36.67\|6.07\|34.99\|37.09\|34.68\|102386;2026-08-05\|38.84\|5.92\|36.68\|39.68\|36.48\|149244;2026-08-06\|39.11\|0.70\|37.73\|39.58\|37.50\|131210;2026-08-07\|40.30\|3.04\|39.00\|40.58\|38.33\|133493;2026-08-10\|40.10\|-0.50\|40.55\|40.55\|39.11\|93700;2026-08-11\|39.69\|-1.02\|39.75\|40.67\|39.50\|83957;2026-08-12\|40.39\|1.76\|40.16\|40.66\|39.81\|80185;2026-08-13\|39.34\|-2.60\|41.03\|41.28\|39.23\|104732;2026-08-14\|40.28\|2.39\|39.82\|40.37\|39.45\|83165;2026-08-17\|47.05\|16.81\|42.03\|47.46\|42.03\|295759;2026-08-18\|46.75\|-0.64\|46.98\|48.50\|45.58\|229202;2026-08-19\|43.08\|-7.85\|45.35\|46.75\|42.80\|178277;2026-08-20\|42.51\|-1.32\|44.20\|44.33\|42.05\|134700;2026-08-21\|42.08\|-1.01\|42.53\|43.10\|41.60\|116721;2026-08-24\|41.49\|-1.40\|42.28\|42.93\|40.21\|133232;2026-08-25\|41.40\|-0.22\|40.70\|42.05\|39.58\|107527;2026-08-26\|40.46\|-2.27\|41.48\|41.68\|39.75\|93047;2026-08-27\|41.96\|3.71\|40.46\|42.16\|40.25\|126741;2026-08-28\|40.89\|-2.55\|41.45\|41.98\|40.87\|100603;2026-08-31\|41.28\|0.95\|39.80\|41.30\|39.19\|134620;2026-09-01\|40.18\|-2.66\|41.02\|41.20\|39.78\|90811;2026-09-02\|39.28\|-2.24\|39.58\|39.77\|39.05\|61953;2026-09-03\|39.36\|0.20\|39.57\|39.97\|38.73\|66115;2026-09-04\|38.34\|-2.59\|39.65\|40.11\|37.95\|86419;2026-09-07\|39.05\|1.85\|38.91\|39.45\|38.64\|66803;2026-09-08\|38.50\|-1.41\|39.36\|39.50\|38.30\|69678;2026-09-09\|38.08\|-1.09\|38.77\|39.28\|37.89\|58999;2026-09-10\|37.94\|-0.37\|37.99\|38.33\|37.43\|45283;2026-09-11\|37.31\|-1.66\|37.30\|37.50\|36.11\|69220;2026-09-14\|37.29\|-0.05\|36.99\|37.48\|36.30\|43229
116911	美光业绩超预期盘后股价大涨	存储芯片+收购半导体+汽车轮毂行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月12日公告，公司拟以9800万元现金收购广东全芯半导体有限公司30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品。 2、据2025年年报，公司主营业务为汽车铝合金轮毂及轮胎，深耕汽车高端改装市场，在北美洲拥有成熟稳定的直营销售渠道，是国内同行业拥有最完善海外销售渠道的企业之一。 3、据2026年6月5日公告，公司控股股东向君弘钱江协议转让6.00%股份已完成过户登记，过户时间为2026年6月3日，受让方承诺15个月内不减持。	公司拟斥资9800万元收购全芯半导体30%股权，标的公司专注于半导体闪存产品的研发、设计及销售，拥有DDR5 SO-DIMM内存条等多种存储产品	2026-05-11\|7.58\|2.16\|7.40\|7.82\|7.40\|244913;2026-05-12\|7.44\|-1.85\|7.51\|7.59\|7.37\|170082;2026-05-13\|7.38\|-0.81\|7.41\|7.58\|7.30\|165586;2026-05-14\|7.35\|-0.41\|7.38\|7.59\|7.30\|172155;2026-05-15\|7.33\|-0.27\|7.35\|7.42\|7.26\|132980;2026-05-18\|7.23\|-1.36\|7.35\|7.41\|7.12\|148408;2026-05-19\|7.18\|-0.69\|7.27\|7.43\|7.13\|127092;2026-05-20\|7.20\|0.28\|7.18\|7.34\|7.00\|126839;2026-05-21\|6.92\|-3.89\|7.17\|7.32\|6.88\|147775;2026-05-22\|7.12\|2.89\|7.03\|7.15\|6.95\|111717;2026-05-25\|6.85\|-3.79\|7.17\|7.33\|6.77\|148475;2026-05-26\|6.65\|-2.92\|6.85\|6.96\|6.18\|182943;2026-05-27\|7.32\|10.08\|6.60\|7.32\|6.53\|239390;2026-05-28\|7.38\|0.82\|7.27\|7.50\|7.25\|366651;2026-05-29\|7.35\|-0.41\|7.49\|8.08\|7.28\|396452;2026-06-01\|7.56\|2.86\|7.35\|7.68\|7.25\|294430;2026-06-02\|7.19\|-4.89\|7.52\|7.55\|6.96\|271850;2026-06-03\|7.13\|-0.83\|7.18\|7.26\|7.01\|200506;2026-06-04\|6.92\|-2.95\|7.06\|7.15\|6.86\|143276;2026-06-05\|6.90\|-0.29\|6.92\|7.23\|6.76\|156689;2026-06-08\|6.98\|1.16\|6.70\|7.37\|6.67\|237728;2026-06-09\|7.68\|10.03\|7.11\|7.68\|7.00\|296903;2026-06-10\|7.47\|-2.73\|7.68\|7.80\|7.36\|348757;2026-06-11\|7.32\|-2.01\|7.49\|7.63\|7.13\|254397;2026-06-12\|8.05\|9.97\|8.05\|8.05\|8.05\|54292;2026-06-15\|8.86\|10.06\|8.86\|8.86\|8.86\|17089;2026-06-16\|8.81\|-0.56\|9.75\|9.75\|8.40\|1175696;2026-06-17\|8.49\|-3.63\|8.22\|8.91\|8.22\|902349;2026-06-18\|8.22\|-3.18\|8.43\|9.14\|7.90\|918383;2026-06-22\|8.20\|-0.24\|8.24\|9.00\|7.91\|855875;2026-06-23\|9.02\|10.00\|8.00\|9.02\|7.78\|744181;2026-06-24\|8.27\|-8.31\|8.80\|8.82\|8.12\|817606;2026-06-25\|9.10\|10.04\|8.56\|9.10\|8.56\|1034978;2026-06-26\|9.04\|-0.66\|8.90\|9.56\|8.72\|925942;2026-06-29\|8.23\|-8.96\|8.90\|9.22\|8.14\|751573;2026-06-30\|9.05\|9.96\|8.02\|9.05\|8.02\|552182;2026-07-01\|9.25\|2.21\|9.07\|9.61\|8.91\|750765;2026-07-02\|8.89\|-3.89\|8.96\|9.24\|8.83\|477220;2026-07-03\|8.66\|-2.59\|8.95\|9.17\|8.60\|396244;2026-07-06\|8.35\|-3.58\|8.63\|8.81\|8.12\|373834;2026-07-07\|7.89\|-5.51\|8.42\|8.44\|7.85\|292771;2026-07-08\|7.26\|-7.98\|7.80\|7.89\|7.24\|276460;2026-07-09\|7.29\|0.41\|7.38\|7.42\|6.80\|293608;2026-07-10\|7.11\|-2.47\|7.31\|7.57\|7.11\|222488;2026-07-13\|6.52\|-8.30\|7.03\|7.10\|6.41\|196767;2026-07-14\|6.59\|1.07\|6.53\|6.63\|6.30\|184242;2026-07-15\|6.38\|-3.19\|6.56\|6.69\|6.30\|168629;2026-07-16\|6.15\|-3.60\|6.38\|6.38\|6.12\|156320;2026-07-17\|5.75\|-6.50\|6.24\|6.28\|5.68\|167507;2026-07-20\|5.34\|-7.13\|5.85\|5.90\|5.25\|186687;2026-07-21\|5.49\|2.81\|5.40\|5.50\|4.83\|215466;2026-07-22\|5.32\|-3.10\|5.45\|5.55\|5.21\|176944;2026-07-23\|5.53\|3.95\|5.33\|5.55\|5.28\|144818;2026-07-24\|5.53\|0.00\|5.48\|5.62\|5.34\|154958;2026-07-27\|5.72\|3.44\|5.49\|5.72\|5.49\|148628;2026-07-28\|5.64\|-1.40\|5.61\|5.82\|5.59\|118060;2026-07-29\|5.77\|2.31\|5.60\|5.83\|5.50\|142676;2026-07-30\|5.69\|-1.39\|5.75\|5.82\|5.62\|151933;2026-07-31\|5.89\|3.51\|5.86\|6.00\|5.82\|157144;2026-08-03\|5.99\|1.70\|5.87\|6.03\|5.83\|138149;2026-08-04\|6.08\|1.50\|6.00\|6.12\|5.94\|165386;2026-08-05\|6.69\|10.03\|6.15\|6.69\|6.10\|259490;2026-08-06\|6.84\|2.24\|6.70\|6.90\|6.52\|321944;2026-08-07\|6.96\|1.75\|6.83\|7.03\|6.65\|198404;2026-08-10\|6.90\|-0.86\|6.95\|7.00\|6.83\|107798;2026-08-11\|6.73\|-2.46\|6.87\|6.93\|6.71\|136427;2026-08-12\|6.92\|2.82\|6.73\|6.93\|6.63\|117083;2026-08-13\|6.72\|-2.89\|6.92\|7.00\|6.71\|108194;2026-08-14\|6.74\|0.30\|6.72\|6.79\|6.60\|98361;2026-08-17\|6.77\|0.45\|6.74\|6.78\|6.64\|81213;2026-08-18\|6.75\|-0.30\|6.75\|6.77\|6.61\|95013;2026-08-19\|6.38\|-5.48\|6.70\|6.70\|6.33\|107517;2026-08-20\|6.53\|2.35\|6.40\|6.68\|6.35\|102430;2026-08-21\|6.73\|3.06\|6.50\|6.75\|6.39\|115470;2026-08-24\|6.62\|-1.63\|6.71\|6.86\|6.51\|101249;2026-08-25\|6.66\|0.60\|6.64\|6.75\|6.47\|102641;2026-08-26\|6.58\|-1.20\|6.65\|6.76\|6.51\|146871;2026-08-27\|6.56\|-0.30\|6.54\|6.66\|6.48\|143183;2026-08-28\|6.73\|2.59\|6.56\|6.89\|6.56\|137375;2026-08-31\|6.75\|0.30\|6.66\|6.78\|6.60\|78475;2026-09-01\|6.63\|-1.78\|6.78\|6.88\|6.62\|112103;2026-09-02\|6.55\|-1.21\|6.56\|6.62\|6.44\|97697;2026-09-03\|6.48\|-1.07\|6.58\|6.71\|6.46\|81984;2026-09-04\|6.42\|-0.93\|6.54\|6.68\|6.35\|112096;2026-09-07\|6.41\|-0.16\|6.50\|6.51\|6.37\|83681;2026-09-08\|6.53\|1.87\|6.41\|6.70\|6.40\|204622;2026-09-09\|6.36\|-2.60\|6.47\|6.52\|6.32\|85705;2026-09-10\|6.35\|-0.16\|6.37\|6.38\|6.26\|56367;2026-09-11\|6.17\|-2.83\|6.29\|6.32\|6.05\|108926;2026-09-14\|6.13\|-0.65\|6.20\|6.22\|6.07\|58313
116910	美光业绩超预期盘后股价大涨	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：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5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装，海太半导体由公司和SK海力士共同投资组建，公司持有海太半导体55%股权，SK海力士持有海太半导体45%股权	2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729;2026-07-17\|16.86\|-9.98\|18.70\|18.92\|16.86\|2402459;2026-07-20\|15.17\|-10.02\|17.20\|17.37\|15.17\|2189364;2026-07-21\|16.69\|10.02\|15.27\|16.69\|13.65\|3685336;2026-07-22\|16.69\|0.00\|16.62\|17.77\|16.49\|3626663;2026-07-23\|16.23\|-2.76\|16.98\|17.27\|16.13\|2249339;2026-07-24\|16.29\|0.37\|15.80\|16.93\|15.78\|2446674;2026-07-27\|17.92\|10.01\|16.78\|17.92\|16.00\|1999910;2026-07-28\|18.37\|2.51\|17.92\|19.45\|17.88\|4569863;2026-07-29\|17.40\|-5.28\|18.00\|18.80\|16.53\|4304830;2026-07-30\|15.66\|-10.00\|16.85\|17.37\|15.66\|3237655;2026-07-31\|17.23\|10.03\|17.23\|17.23\|16.58\|3694421;2026-08-03\|16.28\|-5.51\|16.73\|17.21\|16.11\|3669009;2026-08-04\|17.15\|5.34\|16.52\|17.26\|15.81\|3595757;2026-08-05\|18.45\|7.58\|17.20\|18.87\|17.19\|4699440;2026-08-06\|19.17\|3.90\|17.80\|19.60\|17.75\|4541066;2026-08-07\|19.53\|1.88\|18.90\|19.98\|18.45\|3903982;2026-08-10\|19.27\|-1.33\|19.58\|19.90\|18.60\|2853386;2026-08-11\|21.20\|10.02\|18.84\|21.20\|18.80\|3198631;2026-08-12\|22.71\|7.12\|22.00\|23.00\|21.32\|5041945;2026-08-13\|23.78\|4.71\|22.80\|24.88\|21.91\|5129033;2026-08-14\|22.95\|-3.49\|23.50\|24.15\|22.61\|3722529;2026-08-17\|23.86\|3.97\|22.50\|24.14\|22.21\|3791903;2026-08-18\|23.00\|-3.60\|23.87\|23.95\|22.90\|2980239;2026-08-19\|21.12\|-8.17\|21.65\|22.60\|20.70\|3053660;2026-08-20\|21.21\|0.43\|21.49\|21.85\|20.75\|2218656;2026-08-21\|21.44\|1.08\|21.11\|21.95\|20.80\|1947900;2026-08-24\|20.30\|-5.32\|21.26\|21.54\|19.80\|2068374;2026-08-25\|19.94\|-1.77\|19.50\|20.38\|19.05\|1691266;2026-08-26\|19.63\|-1.55\|20.00\|20.11\|19.20\|1444680;2026-08-27\|20.14\|2.60\|19.30\|20.30\|19.24\|2220057;2026-08-28\|19.53\|-3.03\|19.95\|20.44\|19.52\|1872433;2026-08-31\|19.34\|-0.97\|18.88\|19.39\|18.62\|1569157;2026-09-01\|18.52\|-4.24\|19.34\|19.60\|18.39\|1418590;2026-09-02\|18.23\|-1.57\|18.27\|18.47\|17.84\|1209976;2026-09-03\|17.98\|-1.37\|18.45\|18.51\|17.70\|1149451;2026-09-04\|17.22\|-4.23\|18.07\|18.19\|17.06\|1306497;2026-09-07\|17.96\|4.30\|17.56\|18.23\|17.46\|1808423;2026-09-08\|18.59\|3.51\|18.01\|19.20\|17.66\|3033701;2026-09-09\|18.16\|-2.31\|18.64\|19.17\|18.03\|1916309;2026-09-10\|19.98\|10.02\|18.27\|19.98\|18.27\|1908704;2026-09-11\|19.50\|-2.40\|19.44\|19.80\|18.88\|3144139;2026-09-14\|18.73\|-3.95\|18.79\|19.08\|17.96\|2050710
116781	其它归类	涨停揭秘：公司数码喷印设备出口订单饱满，受益于东南亚纺织产能扩张及绿色印染政策驱动；涨停缘由：全球纺织数码印花设备龙头，产品出口占比超60%，东南亚新建印染厂集中采购带动订单高增长，环保政策趋严加速传统印染升级；资金逻辑：资金关注高端制造出海主线，主力资金低位回补，技术面突破年线压制；风险提示：海外政治经济环境变化可能影响订单执行；汇率波动影响出口利润	公司主要以数码喷印技术为核心，聚焦纺织数码印花的工业应用，产品包括数码喷印设备和墨水	2026-05-11\|60.91\|0.31\|60.72\|62.35\|60.02\|39933;2026-05-12\|60.34\|-0.94\|60.99\|61.36\|59.31\|23400;2026-05-13\|60.49\|0.25\|60.33\|60.95\|59.60\|23069;2026-05-14\|58.90\|-2.63\|60.48\|60.48\|58.68\|21976;2026-05-15\|57.93\|-1.65\|58.88\|59.31\|57.66\|22536;2026-05-18\|56.68\|-2.16\|57.81\|57.82\|55.66\|27816;2026-05-19\|58.38\|3.00\|56.96\|58.80\|56.78\|25091;2026-05-20\|59.20\|1.40\|58.35\|59.66\|57.71\|21723;2026-05-21\|57.56\|-2.77\|59.20\|60.28\|57.26\|20754;2026-05-22\|58.19\|1.09\|57.45\|58.49\|57.11\|21401;2026-05-25\|57.22\|-1.67\|58.50\|58.74\|56.60\|18975;2026-05-26\|57.10\|-0.21\|57.00\|57.21\|55.86\|29499;2026-05-27\|54.96\|-3.75\|56.80\|56.80\|54.58\|21472;2026-05-28\|54.19\|-1.40\|54.59\|54.80\|52.99\|18018;2026-05-29\|54.37\|0.33\|54.27\|55.49\|53.70\|24516;2026-06-01\|53.80\|-1.05\|54.37\|54.78\|53.14\|15509;2026-06-02\|52.82\|-1.82\|53.48\|54.28\|52.55\|12955;2026-06-03\|51.58\|-2.35\|52.88\|52.90\|51.30\|18962;2026-06-04\|50.55\|-2.00\|51.58\|51.86\|50.10\|17503;2026-06-05\|51.57\|2.02\|50.55\|52.06\|49.71\|18362;2026-06-08\|49.38\|-4.25\|50.57\|51.57\|48.71\|16707;2026-06-09\|48.93\|-0.91\|49.66\|49.73\|48.45\|13984;2026-06-10\|48.64\|-0.59\|48.55\|48.97\|47.67\|13551;2026-06-11\|47.37\|-2.61\|48.30\|48.82\|46.92\|20703;2026-06-12\|50.43\|6.46\|47.92\|50.70\|47.55\|30477;2026-06-15\|52.97\|5.04\|51.19\|53.29\|50.50\|29930;2026-06-16\|51.33\|-3.10\|52.60\|52.81\|51.21\|17856;2026-06-17\|51.42\|0.18\|50.86\|52.18\|50.70\|9761;2026-06-18\|53.34\|3.73\|52.00\|53.71\|50.90\|20290;2026-06-22\|52.37\|-1.82\|52.51\|53.49\|50.72\|21225;2026-06-23\|52.58\|0.40\|53.00\|53.97\|52.02\|21336;2026-06-24\|58.10\|10.50\|52.33\|58.86\|52.03\|39179;2026-06-25\|55.39\|-4.66\|56.80\|58.56\|54.10\|36437;2026-06-26\|53.16\|-4.03\|54.25\|54.60\|52.51\|21448;2026-06-29\|52.31\|-1.60\|52.50\|53.32\|51.50\|14884;2026-06-30\|53.17\|1.64\|52.11\|54.70\|52.11\|14584;2026-07-01\|51.24\|-3.63\|53.17\|53.60\|51.00\|21433;2026-07-02\|51.77\|1.03\|51.31\|52.40\|50.60\|14975;2026-07-03\|52.07\|1.74\|51.00\|52.74\|50.80\|13033;2026-07-06\|53.35\|2.46\|52.22\|53.89\|51.54\|12758;2026-07-07\|52.40\|-1.78\|52.93\|53.88\|50.66\|15806;2026-07-08\|49.31\|-5.90\|51.88\|52.30\|48.94\|23226;2026-07-09\|49.00\|-0.63\|49.80\|49.80\|48.60\|11246;2026-07-10\|48.89\|-0.22\|48.82\|49.57\|48.24\|11740;2026-07-13\|46.97\|-3.93\|48.88\|49.20\|46.70\|11969;2026-07-14\|46.28\|-1.47\|46.53\|47.27\|45.91\|10605;2026-07-15\|46.12\|-0.35\|46.53\|47.60\|45.71\|12526;2026-07-16\|46.62\|1.08\|45.92\|46.93\|45.30\|14138;2026-07-17\|46.10\|-1.12\|46.77\|47.73\|45.19\|21796;2026-07-20\|47.71\|3.49\|46.35\|47.88\|46.04\|18143;2026-07-21\|47.01\|-1.47\|47.70\|48.73\|46.49\|15323;2026-07-22\|45.48\|-3.25\|47.08\|47.47\|45.31\|14135;2026-07-23\|44.10\|-3.03\|45.44\|46.20\|44.00\|16280;2026-07-24\|43.69\|-0.93\|44.10\|44.90\|43.28\|11170;2026-07-27\|43.81\|0.27\|43.07\|44.84\|43.07\|18950;2026-07-28\|44.15\|0.78\|43.48\|44.30\|43.14\|12297;2026-07-29\|46.16\|4.55\|44.21\|46.50\|44.01\|20253;2026-07-30\|46.01\|-0.33\|45.58\|47.13\|45.58\|14655;2026-07-31\|46.43\|0.91\|45.93\|47.07\|45.93\|15220;2026-08-03\|47.80\|2.95\|46.35\|48.03\|46.13\|15544;2026-08-04\|47.23\|-1.19\|48.00\|48.10\|47.20\|11850;2026-08-05\|47.50\|0.57\|47.23\|47.90\|47.09\|10305;2026-08-06\|46.17\|-2.80\|47.07\|47.68\|46.11\|16620;2026-08-07\|45.09\|-2.34\|46.19\|46.25\|44.60\|21313;2026-08-10\|45.93\|1.86\|45.28\|45.93\|44.87\|18560;2026-08-11\|46.81\|1.92\|45.70\|48.06\|45.20\|23597;2026-08-12\|47.00\|0.41\|47.27\|47.74\|46.30\|17932;2026-08-13\|46.85\|-0.32\|47.15\|47.44\|46.45\|13552;2026-08-14\|46.70\|-0.32\|47.01\|47.66\|46.50\|8919;2026-08-17\|46.93\|0.49\|46.59\|47.00\|45.75\|14955;2026-08-18\|46.58\|-0.75\|46.52\|46.98\|45.66\|15444;2026-08-19\|46.63\|0.11\|46.33\|48.50\|45.86\|30574;2026-08-20\|47.89\|2.70\|46.94\|48.38\|46.79\|17491;2026-08-21\|46.23\|-3.47\|47.64\|48.25\|45.96\|20476;2026-08-24\|45.36\|-1.88\|46.13\|46.33\|45.00\|15573;2026-08-25\|47.05\|3.73\|45.50\|47.38\|45.20\|11265;2026-08-26\|47.26\|0.45\|47.15\|47.52\|46.13\|14676;2026-08-27\|46.68\|-1.23\|45.98\|46.86\|45.46\|25118;2026-08-28\|46.28\|-0.86\|46.32\|47.33\|46.17\|10748;2026-08-31\|44.30\|-4.28\|46.01\|46.20\|41.82\|45421;2026-09-01\|45.30\|2.26\|44.10\|45.49\|43.40\|20174;2026-09-02\|42.00\|-7.28\|44.80\|44.82\|41.90\|30561;2026-09-03\|41.65\|-0.83\|42.10\|42.43\|41.46\|20312;2026-09-04\|42.50\|2.04\|41.65\|43.41\|41.65\|33199;2026-09-07\|42.67\|0.40\|42.65\|43.32\|42.33\|11690;2026-09-08\|42.26\|-0.96\|42.53\|43.19\|42.26\|9721;2026-09-09\|41.10\|-2.74\|42.04\|42.39\|40.81\|31111;2026-09-10\|40.77\|-0.80\|40.83\|41.00\|40.26\|18199;2026-09-11\|41.14\|0.91\|40.49\|41.23\|39.00\|27032;2026-09-14\|40.70\|-1.07\|41.30\|41.55\|40.22\|14642
116780	其它归类	涨停揭秘：PVC/PETG等智能卡基材核心供应商，2025年9月起全国企业强制缴纳社保催生证件卡、银行卡等换发需求；涨停缘由：东信和平主要材料供应商，覆盖证件卡、银行卡、BSIM卡全品类，社保新规带来千万级卡片更新刚性需求，订单可见度高；资金逻辑：事件驱动型资金快速介入，小市值+主题明确+低持仓结构利于短期拉升；风险提示：客户集中度高，单一客户依赖风险；社保换卡节奏存在区域差异，需求释放或不均衡	2025年9月起所有企业必须为员工交社保；公司主要向东信和平提供PVC、PETG、PC、ABS等系列产品，是东信和平证件卡、银行卡、BSIM卡等智能卡材料的供应商。	2026-05-11\|22.25\|0.00\|22.34\|22.39\|21.94\|17281;2026-05-12\|21.83\|-1.89\|22.26\|22.36\|21.67\|17566;2026-05-13\|21.60\|-1.05\|21.95\|22.00\|21.38\|22082;2026-05-14\|21.66\|0.28\|21.71\|21.98\|21.32\|21180;2026-05-15\|21.48\|-0.83\|21.75\|21.96\|21.26\|15871;2026-05-18\|21.91\|2.00\|21.44\|21.91\|21.13\|22358;2026-05-19\|21.59\|-1.46\|21.84\|21.98\|21.15\|18389;2026-05-20\|21.65\|0.28\|21.66\|21.74\|21.14\|16743;2026-05-21\|20.31\|-6.19\|21.65\|21.87\|20.21\|23664;2026-05-22\|21.02\|4.01\|20.38\|21.20\|20.15\|21275;2026-05-25\|20.39\|-3.00\|21.07\|21.53\|20.08\|21640;2026-05-26\|19.93\|-2.26\|20.27\|20.30\|19.70\|18634;2026-05-27\|19.29\|-3.21\|19.93\|19.93\|18.82\|22218;2026-05-28\|19.30\|0.05\|19.20\|19.56\|18.68\|16278;2026-05-29\|18.44\|-4.46\|19.30\|19.60\|18.29\|20436;2026-06-01\|19.09\|3.52\|18.38\|19.30\|18.20\|19998;2026-06-02\|18.46\|-3.30\|19.20\|19.40\|18.28\|19884;2026-06-03\|18.15\|-1.68\|18.46\|18.60\|17.91\|17777;2026-06-04\|17.60\|-3.03\|17.99\|18.19\|17.39\|21208;2026-06-05\|18.18\|3.30\|17.55\|18.44\|17.25\|24739;2026-06-08\|17.46\|-3.96\|17.85\|18.19\|17.08\|24355;2026-06-09\|17.68\|1.26\|17.60\|18.00\|17.37\|18524;2026-06-10\|17.60\|-0.45\|17.47\|17.83\|17.08\|15549;2026-06-11\|17.30\|-1.70\|17.56\|17.63\|16.89\|13527;2026-06-12\|17.49\|1.10\|17.56\|17.68\|17.11\|15061;2026-06-15\|17.27\|-1.26\|17.58\|18.04\|17.12\|19449;2026-06-16\|17.50\|1.33\|17.23\|17.79\|16.88\|26390;2026-06-17\|17.03\|-2.69\|17.46\|17.50\|16.91\|17942;2026-06-18\|16.80\|-1.35\|16.84\|17.05\|16.55\|17127;2026-06-22\|17.07\|1.61\|16.65\|17.18\|16.05\|23067;2026-06-23\|17.43\|2.11\|17.08\|17.56\|16.89\|25894;2026-06-24\|19.38\|11.19\|17.52\|19.99\|16.64\|88235;2026-06-25\|20.36\|5.06\|19.50\|21.99\|19.31\|127200;2026-06-26\|22.00\|8.05\|19.98\|22.76\|19.80\|136429;2026-06-29\|20.36\|-7.45\|21.78\|21.78\|19.50\|112626;2026-06-30\|21.30\|4.62\|20.80\|21.91\|19.80\|91050;2026-07-01\|22.11\|3.80\|21.12\|22.50\|20.97\|88665;2026-07-02\|22.60\|2.22\|21.70\|22.78\|21.30\|76510;2026-07-03\|21.98\|-2.74\|23.08\|23.28\|21.50\|70720;2026-07-06\|21.50\|-2.18\|22.00\|22.40\|21.33\|53178;2026-07-07\|23.86\|10.98\|21.45\|24.16\|21.00\|137488;2026-07-08\|24.40\|2.26\|23.63\|24.69\|22.30\|131883;2026-07-09\|24.92\|2.13\|23.87\|25.77\|23.40\|114531;2026-07-10\|24.10\|-3.29\|24.68\|24.79\|23.90\|73590;2026-07-13\|22.44\|-6.89\|23.25\|23.89\|22.08\|73995;2026-07-14\|22.24\|-0.89\|21.97\|22.44\|21.42\|43853;2026-07-15\|23.57\|5.98\|22.02\|23.68\|22.02\|72984;2026-07-16\|22.40\|-4.96\|23.34\|23.34\|22.31\|46289;2026-07-17\|19.50\|-12.95\|22.18\|22.45\|19.47\|62635;2026-07-20\|17.52\|-10.15\|19.58\|20.03\|17.29\|75174;2026-07-21\|17.31\|-1.20\|17.45\|17.79\|15.82\|74856;2026-07-22\|15.84\|-8.49\|17.02\|17.19\|15.66\|69681;2026-07-23\|16.49\|4.10\|15.61\|16.64\|15.50\|56551;2026-07-24\|16.65\|0.97\|16.23\|17.03\|16.00\|47978;2026-07-27\|16.87\|1.32\|16.36\|16.96\|16.10\|36846;2026-07-28\|16.80\|-0.41\|16.53\|17.62\|16.53\|41160;2026-07-29\|16.84\|0.24\|16.80\|17.16\|16.46\|36374;2026-07-30\|16.17\|-3.98\|16.80\|16.97\|16.00\|44716;2026-07-31\|17.10\|5.75\|16.65\|17.79\|16.63\|53107;2026-08-03\|17.48\|2.22\|17.32\|17.55\|17.00\|31708;2026-08-04\|17.75\|1.54\|17.62\|17.85\|17.45\|34724;2026-08-05\|17.99\|1.35\|17.68\|18.13\|17.60\|28213;2026-08-06\|18.43\|2.45\|17.90\|18.48\|17.75\|26679;2026-08-07\|18.21\|-1.19\|18.44\|18.44\|17.80\|26398;2026-08-10\|18.53\|1.76\|18.21\|18.53\|17.92\|32881;2026-08-11\|18.38\|-0.81\|18.42\|18.61\|18.18\|20294;2026-08-12\|18.65\|1.47\|18.29\|18.70\|18.24\|21203;2026-08-13\|18.42\|-1.23\|18.75\|18.78\|18.30\|24361;2026-08-14\|18.40\|-0.11\|18.44\|18.62\|18.15\|17477;2026-08-17\|18.87\|2.55\|18.42\|18.96\|18.15\|20455;2026-08-18\|18.63\|-1.27\|18.79\|18.97\|18.46\|18102;2026-08-19\|17.80\|-4.46\|18.46\|18.48\|17.70\|28439;2026-08-20\|18.22\|2.36\|17.89\|18.30\|17.71\|18922;2026-08-21\|18.23\|0.05\|18.04\|18.29\|17.64\|18143;2026-08-24\|17.95\|-1.54\|18.26\|18.31\|17.71\|16688;2026-08-25\|18.43\|2.67\|17.80\|18.49\|17.69\|23587;2026-08-26\|18.29\|-0.76\|18.38\|18.48\|18.00\|18230;2026-08-27\|18.30\|0.05\|18.29\|18.52\|18.10\|15901;2026-08-28\|18.40\|0.55\|18.20\|18.68\|18.18\|16765;2026-08-31\|18.70\|1.63\|18.35\|18.73\|18.23\|18184;2026-09-01\|18.80\|0.53\|18.70\|18.94\|18.45\|20189;2026-09-02\|19.03\|1.22\|18.80\|19.24\|18.40\|27639;2026-09-03\|18.77\|-1.37\|19.10\|20.03\|18.65\|44589;2026-09-04\|18.50\|-1.44\|18.77\|18.95\|18.38\|27639;2026-09-07\|18.59\|0.49\|18.41\|18.80\|18.20\|17802;2026-09-08\|18.77\|0.97\|18.65\|18.80\|18.47\|13187;2026-09-09\|18.50\|-1.44\|18.68\|18.84\|18.46\|13013;2026-09-10\|18.05\|-2.43\|18.49\|18.50\|18.03\|14981;2026-09-11\|17.57\|-2.66\|18.01\|18.01\|17.22\|20663;2026-09-14\|17.66\|0.51\|17.39\|17.86\|17.17\|14323
116779	其它归类	涨停揭秘：受欧盟可持续航空燃料法规驱动，废弃食用油（UCO）价格维持高位，公司作为国内UCO全产业链资源化利用先行者获市场关注；涨停缘由：SAF强制掺混政策持续加码，UCO长期供需缺口扩大；公司生物能源业务占比超54%，具备UCO收运、预处理、转化全链条能力；资金逻辑：6月22日大跌5%后资金快速回补，6月24日主力净流入转正，游资接力拉升，换手率回升至3%以上显示筹码松动；风险提示：短期涨幅已反映部分预期，需跟踪Q3UCO采购价及产能释放进度；固废运营类资产重估节奏受政策落地节奏影响较大	受欧盟法规驱动，SAF价格维持高位，作为核心原料的UCO长期供需缺口凸显；公司作为国内较早布局UCO全产业链资源化利用的企业，将受益于UCO价值提升趋势	2026-05-11\|26.37\|-1.46\|26.60\|26.68\|26.01\|64037;2026-05-12\|25.45\|-3.49\|26.26\|26.36\|25.27\|58197;2026-05-13\|26.77\|5.19\|25.45\|26.98\|25.37\|83174;2026-05-14\|26.39\|-1.42\|26.66\|26.85\|26.28\|36328;2026-05-15\|25.60\|-2.99\|26.55\|26.60\|25.35\|51723;2026-05-18\|25.50\|-0.39\|25.40\|25.70\|25.21\|32305;2026-05-19\|25.92\|1.65\|25.59\|26.11\|24.93\|49036;2026-05-20\|25.18\|-2.85\|25.71\|25.80\|25.05\|33312;2026-05-21\|24.43\|-2.98\|25.05\|26.18\|24.37\|48333;2026-05-22\|24.50\|0.29\|24.56\|24.66\|24.05\|33988;2026-05-25\|25.61\|4.53\|24.67\|25.95\|24.52\|71000;2026-05-26\|27.58\|7.69\|25.50\|27.58\|25.10\|144452;2026-05-27\|30.00\|8.77\|29.29\|31.45\|28.10\|305594;2026-05-28\|29.88\|-0.40\|30.06\|31.18\|29.31\|167574;2026-05-29\|30.82\|3.15\|29.99\|31.96\|29.38\|188546;2026-06-01\|30.83\|0.03\|30.52\|32.47\|29.16\|191009;2026-06-02\|31.16\|1.07\|30.36\|31.80\|29.81\|162884;2026-06-03\|30.98\|-0.58\|30.70\|31.35\|30.00\|128449;2026-06-04\|31.85\|2.81\|30.36\|32.20\|30.26\|142979;2026-06-05\|30.70\|-3.61\|31.50\|32.18\|29.93\|138881;2026-06-08\|27.51\|-10.39\|29.80\|30.53\|27.29\|159727;2026-06-09\|28.59\|3.93\|27.76\|28.74\|27.34\|102112;2026-06-10\|28.10\|-1.71\|28.10\|28.49\|27.57\|63072;2026-06-11\|29.10\|3.56\|27.70\|30.15\|27.70\|114426;2026-06-12\|28.66\|-1.51\|29.10\|29.78\|28.28\|70288;2026-06-15\|30.79\|7.43\|28.69\|30.90\|28.46\|82758;2026-06-16\|30.70\|-0.29\|30.70\|31.10\|30.07\|58263;2026-06-17\|30.73\|0.10\|30.95\|30.96\|30.15\|46724;2026-06-18\|30.21\|-1.69\|30.50\|31.30\|30.10\|58738;2026-06-22\|29.55\|-2.18\|29.66\|30.10\|28.43\|75362;2026-06-23\|29.46\|-0.30\|29.26\|29.78\|28.78\|58263;2026-06-24\|32.90\|11.68\|29.20\|33.39\|29.20\|174689;2026-06-25\|30.65\|-6.84\|31.81\|32.50\|29.52\|192034;2026-06-26\|30.31\|-1.11\|31.31\|31.66\|29.66\|113498;2026-06-29\|28.02\|-7.56\|30.40\|30.78\|27.53\|137697;2026-06-30\|28.52\|1.78\|27.74\|28.87\|27.15\|85011;2026-07-01\|28.85\|1.16\|28.49\|29.00\|28.15\|62715;2026-07-02\|29.35\|2.44\|28.60\|30.85\|28.20\|103156;2026-07-03\|29.16\|-0.65\|29.38\|29.80\|28.69\|59441;2026-07-06\|28.48\|-2.33\|28.98\|29.67\|27.93\|63512;2026-07-07\|26.84\|-5.76\|28.15\|28.48\|26.63\|56717;2026-07-08\|25.03\|-6.74\|26.15\|26.52\|24.76\|75816;2026-07-09\|23.65\|-5.51\|25.59\|26.33\|23.33\|113722;2026-07-10\|24.44\|3.34\|24.64\|25.28\|24.04\|94695;2026-07-13\|22.85\|-6.51\|24.10\|24.49\|22.63\|99294;2026-07-14\|23.16\|1.36\|22.64\|23.20\|22.15\|46762;2026-07-15\|23.18\|0.09\|23.16\|23.49\|22.81\|45263;2026-07-16\|22.06\|-4.83\|22.96\|23.17\|21.88\|56645;2026-07-17\|20.72\|-6.07\|21.86\|22.13\|20.51\|70553;2026-07-20\|20.19\|-2.56\|20.98\|21.68\|19.89\|84728;2026-07-21\|20.56\|1.83\|20.64\|20.78\|18.88\|85179;2026-07-22\|20.14\|-2.04\|20.30\|20.63\|19.89\|42509;2026-07-23\|21.10\|4.77\|20.89\|21.15\|20.36\|64830;2026-07-24\|20.77\|-1.56\|20.90\|21.56\|20.72\|54669;2026-07-27\|20.91\|0.67\|20.78\|21.36\|20.55\|52874;2026-07-28\|20.38\|-2.53\|20.65\|20.98\|20.19\|39586;2026-07-29\|20.68\|1.47\|20.42\|20.83\|20.11\|39847;2026-07-30\|21.05\|1.79\|20.70\|21.55\|20.50\|74537;2026-07-31\|21.86\|3.85\|21.32\|22.26\|21.01\|82558;2026-08-03\|21.74\|-0.55\|21.74\|21.95\|21.30\|50241;2026-08-04\|22.06\|1.47\|21.85\|22.35\|21.46\|72477;2026-08-05\|22.69\|2.86\|22.00\|23.59\|21.94\|85769;2026-08-06\|22.66\|-0.13\|22.50\|22.98\|22.30\|50010;2026-08-07\|22.71\|0.22\|22.70\|23.07\|22.22\|53055;2026-08-10\|23.13\|1.85\|22.83\|23.18\|22.44\|44698;2026-08-11\|22.93\|-0.86\|23.29\|23.29\|22.67\|36382;2026-08-12\|23.30\|1.61\|22.96\|23.43\|22.87\|36534;2026-08-13\|23.83\|2.27\|23.31\|24.84\|23.31\|87666;2026-08-14\|23.96\|0.55\|23.87\|24.00\|23.33\|74317;2026-08-17\|25.13\|4.88\|24.52\|25.16\|24.22\|102573;2026-08-18\|24.98\|-0.60\|24.82\|25.07\|24.51\|64467;2026-08-19\|23.69\|-5.16\|24.69\|24.96\|23.61\|71344;2026-08-20\|24.39\|2.95\|23.99\|25.03\|23.99\|61247;2026-08-21\|24.40\|0.04\|24.27\|24.64\|23.68\|57315;2026-08-24\|24.02\|-1.56\|24.50\|24.70\|23.66\|51195;2026-08-25\|24.55\|2.21\|24.00\|24.65\|23.60\|38645;2026-08-26\|24.72\|0.69\|24.67\|24.97\|24.40\|37972;2026-08-27\|24.93\|0.85\|24.60\|25.08\|24.44\|43656;2026-08-28\|24.59\|-1.36\|24.90\|25.10\|24.44\|34783;2026-08-31\|24.79\|0.81\|24.37\|24.84\|24.20\|32340;2026-09-01\|24.77\|-0.08\|24.91\|25.81\|24.73\|62825;2026-09-02\|24.88\|0.44\|24.55\|25.45\|24.51\|48683;2026-09-03\|24.73\|-0.60\|25.05\|25.24\|24.71\|30048;2026-09-04\|24.39\|-1.37\|24.80\|25.24\|24.25\|49076;2026-09-07\|25.88\|6.11\|24.60\|26.38\|24.40\|125023;2026-09-08\|27.07\|4.60\|25.83\|27.28\|25.68\|89400;2026-09-09\|26.66\|-1.51\|26.90\|27.20\|26.43\|63192;2026-09-10\|27.10\|1.65\|27.20\|28.15\|26.50\|92566;2026-09-11\|26.15\|-3.51\|26.72\|27.15\|25.65\|71594;2026-09-14\|26.31\|0.61\|26.01\|27.20\|25.80\|60570
116778	其它归类	股权激励+半导体物流+化工供应链 1、据2026年7月3日公告，公司发布2026年股票期权激励计划；据2026年6月9日公告，公司此前已披露相关激励计划草案。 2、据申万宏源2026年7月2日研报，AI带动下半导体物流景气上行，公司通过服务壁垒构筑差异化优势，将服务领域拓宽至芯片半导体领域；据2026年5月6日机构调研，公司2026年第一季度货量增长部分来自芯片半导体行业客户服务履约完成带来的增量。 3、据2026年6月10日跟踪评级报告，公司是国内领先的专业智能供应链综合服务商，提供以货运代理、仓储和运输为核心的一站式综合物流服务，2025年供应链物流业务收入72.60亿元，同比增长5.04%。	第三方化工供应链龙头	2026-05-11\|57.82\|0.29\|57.68\|58.40\|56.48\|18211;2026-05-12\|56.79\|-1.78\|57.87\|57.87\|56.50\|15261;2026-05-13\|56.91\|0.21\|56.87\|57.13\|56.40\|8191;2026-05-14\|55.02\|-3.32\|56.90\|57.29\|55.02\|19869;2026-05-15\|54.56\|-0.84\|55.20\|55.66\|54.06\|18617;2026-05-18\|52.63\|-3.54\|54.56\|54.84\|52.30\|20791;2026-05-19\|53.08\|0.85\|53.15\|53.20\|52.51\|11787;2026-05-20\|52.52\|-1.05\|52.35\|52.60\|51.20\|27965;2026-05-21\|51.22\|-2.48\|52.54\|53.18\|51.22\|16718;2026-05-22\|51.68\|0.90\|51.50\|52.01\|51.06\|10484;2026-05-25\|56.20\|8.75\|52.60\|56.85\|52.50\|62815;2026-05-26\|54.04\|-3.84\|55.03\|57.78\|54.04\|52114;2026-05-27\|54.70\|3.13\|53.71\|56.09\|53.13\|50762;2026-05-28\|56.03\|2.43\|56.04\|56.48\|53.00\|63992;2026-05-29\|55.42\|-1.09\|55.92\|57.81\|54.80\|66232;2026-06-01\|57.66\|4.04\|55.39\|58.86\|55.15\|69472;2026-06-02\|56.28\|-2.39\|57.71\|58.16\|56.20\|40822;2026-06-03\|56.72\|0.78\|56.40\|59.00\|56.13\|49750;2026-06-04\|53.07\|-6.44\|56.20\|56.55\|52.26\|62014;2026-06-05\|52.51\|-1.06\|53.00\|53.59\|51.82\|31539;2026-06-08\|49.48\|-5.77\|51.20\|52.22\|48.90\|42304;2026-06-09\|53.18\|7.48\|52.00\|53.83\|51.33\|45649;2026-06-10\|55.30\|3.99\|53.52\|56.80\|52.55\|48971;2026-06-11\|54.69\|-1.10\|54.38\|55.38\|53.70\|29050;2026-06-12\|57.65\|5.41\|54.70\|58.17\|54.70\|45323;2026-06-15\|58.50\|1.47\|58.25\|58.70\|56.93\|36825;2026-06-16\|58.75\|0.43\|59.50\|59.73\|56.70\|41791;2026-06-17\|60.89\|3.64\|58.74\|61.61\|57.13\|52734;2026-06-18\|60.30\|-0.97\|60.50\|61.88\|59.31\|31667;2026-06-22\|62.05\|2.90\|59.80\|63.30\|59.49\|43954;2026-06-23\|62.52\|0.76\|62.00\|64.17\|61.05\|31895;2026-06-24\|68.77\|10.00\|62.42\|68.77\|62.00\|77776;2026-06-25\|75.65\|10.00\|70.88\|75.65\|70.88\|124872;2026-06-26\|76.02\|0.49\|75.00\|77.87\|73.01\|94979;2026-06-29\|72.88\|-4.13\|76.24\|77.00\|71.81\|70948;2026-06-30\|71.17\|-2.35\|72.88\|74.00\|69.71\|73664;2026-07-01\|76.65\|7.70\|71.85\|76.93\|71.28\|66407;2026-07-02\|72.03\|-6.03\|74.00\|76.31\|71.50\|56517;2026-07-03\|79.23\|10.00\|72.52\|79.23\|72.52\|36134;2026-07-06\|78.35\|-1.11\|80.00\|81.00\|75.00\|114769;2026-07-07\|79.52\|1.49\|77.96\|83.97\|77.50\|80968;2026-07-08\|76.12\|-4.28\|78.71\|79.97\|73.85\|78031;2026-07-09\|76.01\|-0.14\|76.00\|76.86\|74.01\|57631;2026-07-10\|74.59\|-1.87\|76.90\|77.20\|74.17\|45175;2026-07-13\|71.80\|-3.74\|73.67\|77.50\|70.83\|54938;2026-07-14\|73.21\|1.96\|71.38\|73.28\|70.10\|60438;2026-07-15\|72.00\|-1.65\|73.07\|73.25\|66.71\|91367;2026-07-16\|64.80\|-10.00\|69.75\|70.56\|64.80\|63662;2026-07-17\|63.41\|-2.15\|64.97\|67.73\|63.20\|61971;2026-07-20\|62.70\|-1.12\|63.41\|65.18\|61.30\|50768;2026-07-21\|66.05\|5.34\|62.37\|66.50\|61.88\|48112;2026-07-22\|65.30\|-1.14\|66.00\|66.49\|64.02\|30860;2026-07-23\|63.53\|-2.71\|64.00\|65.78\|62.51\|29248;2026-07-24\|62.64\|-1.40\|63.33\|63.55\|62.00\|19127;2026-07-27\|63.99\|2.16\|62.38\|63.99\|61.87\|24821;2026-07-28\|62.47\|-2.38\|64.76\|64.76\|62.00\|27069;2026-07-29\|60.75\|-2.75\|62.49\|62.65\|59.00\|43885;2026-07-30\|59.65\|-1.81\|60.72\|61.97\|57.72\|37052;2026-07-31\|58.55\|-1.84\|60.50\|61.36\|58.50\|27936;2026-08-03\|59.48\|1.59\|58.89\|59.76\|58.30\|22016;2026-08-04\|60.80\|2.22\|59.48\|61.80\|59.31\|29007;2026-08-05\|62.40\|2.63\|60.56\|63.44\|60.31\|23429;2026-08-06\|67.30\|7.85\|62.71\|67.76\|62.43\|57733;2026-08-07\|68.10\|1.19\|66.72\|68.56\|65.88\|43333;2026-08-10\|67.29\|-1.19\|68.10\|68.75\|65.89\|28895;2026-08-11\|65.84\|-2.15\|66.97\|67.29\|65.51\|24519;2026-08-12\|67.03\|1.81\|66.16\|67.49\|65.86\|28360;2026-08-13\|68.75\|2.57\|67.60\|69.99\|66.80\|50934;2026-08-14\|65.56\|-4.64\|66.19\|67.34\|64.01\|56651;2026-08-17\|66.58\|1.56\|65.55\|66.68\|63.60\|37019;2026-08-18\|68.98\|3.60\|66.85\|69.50\|65.48\|38015;2026-08-19\|64.69\|-6.22\|68.20\|69.88\|64.28\|34288;2026-08-20\|67.40\|4.19\|65.20\|68.13\|64.75\|28976;2026-08-21\|66.27\|-1.68\|67.99\|68.11\|65.88\|18404;2026-08-24\|63.60\|-4.03\|66.14\|66.98\|63.00\|19039;2026-08-25\|63.66\|0.09\|63.63\|64.57\|62.33\|16977;2026-08-26\|63.42\|-0.38\|63.19\|64.89\|63.19\|10486;2026-08-27\|64.22\|1.26\|63.30\|64.50\|63.00\|13700;2026-08-28\|64.51\|0.45\|64.38\|65.14\|63.64\|16006;2026-08-31\|62.36\|-3.33\|64.35\|64.35\|61.90\|17723;2026-09-01\|61.92\|-0.71\|62.32\|62.68\|61.62\|14425;2026-09-02\|60.70\|-1.97\|61.95\|62.00\|59.88\|18027;2026-09-03\|61.01\|0.51\|61.00\|61.37\|59.91\|13597;2026-09-04\|63.29\|3.74\|61.35\|64.68\|60.98\|30890;2026-09-07\|66.38\|4.88\|63.46\|66.95\|62.20\|40195;2026-09-08\|66.61\|0.35\|66.35\|67.88\|65.20\|26622;2026-09-09\|66.72\|0.17\|66.99\|67.30\|65.75\|18316;2026-09-10\|67.08\|0.54\|66.13\|67.56\|65.79\|11927;2026-09-11\|64.61\|-3.68\|67.32\|67.38\|62.89\|22597;2026-09-14\|65.05\|0.68\|65.20\|65.20\|63.67\|13320
116777	其它归类	偏光片+合肥二期产能爬坡+OLED/车载+减持完毕 1、据2026年6月9日及6月3日互动易，公司合肥二期目前稼动率已超过80%，良率超过90%；公司整体产能利用率维持在较高水平，在手订单充足。 2、据2025年年度报告及2026年4月10日业绩说明会，公司OLED手机偏光片已批量生产，车载偏光片已通过主流面板客户认证并将在2026年形成批量销售，可折叠偏光片2025年实现小批量应用；据2026年一季报，公司2026年第一季度实现归母净利润3331.72万元，同比增长12.43%。 3、据2026年6月24日公告，公司持股5%以上股东汤际瑜减持计划已实施完毕，其持股比例已降至5%以下。	国内偏光片行业龙头企业之一，国内少数具备TFT-LCD用偏光片生产能力的企业之一，是华为等全球著名终端品牌显示屏材料供应商	2026-05-11\|31.05\|-1.49\|31.67\|31.77\|30.95\|66040;2026-05-12\|30.09\|-3.09\|31.00\|31.26\|29.95\|79655;2026-05-13\|29.97\|-0.40\|30.00\|30.55\|29.63\|61246;2026-05-14\|30.36\|1.30\|30.20\|31.17\|29.43\|73511;2026-05-15\|29.69\|-2.21\|30.17\|30.45\|29.46\|51974;2026-05-18\|29.66\|-0.10\|29.68\|29.78\|29.19\|43217;2026-05-19\|29.61\|-0.17\|29.63\|29.70\|28.77\|41174;2026-05-20\|29.45\|-0.54\|29.44\|29.78\|29.04\|39523;2026-05-21\|29.11\|-0.78\|30.82\|31.70\|29.10\|109807;2026-05-22\|29.85\|2.54\|29.35\|30.43\|28.60\|77908;2026-05-25\|30.34\|1.64\|30.00\|30.70\|29.58\|57380;2026-05-26\|29.87\|-1.55\|30.07\|30.48\|29.37\|52823;2026-05-27\|29.04\|-2.78\|29.61\|30.15\|28.47\|66144;2026-05-28\|29.25\|0.72\|28.87\|29.49\|28.43\|50440;2026-05-29\|27.22\|-6.94\|29.25\|29.31\|27.13\|67383;2026-06-01\|27.64\|1.54\|27.15\|28.70\|27.02\|55698;2026-06-02\|30.40\|9.99\|27.72\|30.40\|27.72\|84598;2026-06-03\|31.07\|2.20\|30.03\|32.06\|29.80\|181272;2026-06-04\|31.87\|2.57\|31.37\|32.18\|30.73\|125844;2026-06-05\|32.78\|2.86\|32.10\|33.56\|31.58\|138674;2026-06-08\|31.30\|-4.51\|31.67\|33.18\|30.94\|113972;2026-06-09\|31.28\|-0.06\|31.73\|31.80\|30.75\|89903;2026-06-10\|31.14\|-0.45\|31.00\|31.69\|30.24\|111302;2026-06-11\|30.52\|-1.99\|30.60\|30.99\|29.49\|90744;2026-06-12\|29.63\|-2.92\|30.70\|31.77\|29.49\|87956;2026-06-15\|31.42\|6.04\|30.01\|32.17\|29.86\|109672;2026-06-16\|31.94\|1.66\|31.15\|32.39\|31.04\|88975;2026-06-17\|32.55\|1.91\|31.63\|32.87\|31.57\|87340;2026-06-18\|33.10\|1.69\|32.30\|33.15\|31.82\|106710;2026-06-22\|32.66\|-1.33\|33.00\|33.15\|31.62\|91009;2026-06-23\|32.05\|-1.87\|32.50\|32.99\|31.80\|74009;2026-06-24\|35.26\|10.02\|32.05\|35.26\|31.52\|202374;2026-06-25\|34.94\|-0.91\|35.00\|35.54\|34.12\|194203;2026-06-26\|34.02\|-2.63\|34.53\|35.34\|33.70\|148904;2026-06-29\|33.57\|-1.32\|33.61\|35.23\|32.23\|150917;2026-06-30\|35.21\|4.89\|33.58\|35.21\|32.96\|166856;2026-07-01\|33.95\|-3.58\|34.58\|35.27\|33.46\|144619;2026-07-02\|33.32\|-1.86\|33.00\|34.88\|32.35\|124185;2026-07-03\|31.59\|-5.19\|33.22\|33.30\|31.38\|106442;2026-07-06\|30.50\|-3.45\|32.00\|32.18\|30.19\|80874;2026-07-07\|30.30\|-0.66\|30.30\|31.10\|29.75\|57049;2026-07-08\|30.80\|1.65\|30.20\|31.65\|29.71\|79158;2026-07-09\|31.00\|0.65\|30.61\|31.15\|29.16\|85263;2026-07-10\|31.56\|1.81\|31.45\|33.69\|31.15\|113249;2026-07-13\|29.20\|-7.48\|31.00\|31.75\|29.00\|79925;2026-07-14\|28.99\|-0.72\|29.65\|30.12\|27.93\|78739;2026-07-15\|28.40\|-2.04\|29.23\|29.59\|28.18\|55027;2026-07-16\|27.30\|-3.87\|28.10\|29.08\|27.18\|56266;2026-07-17\|25.69\|-5.90\|27.14\|27.46\|25.58\|70961;2026-07-20\|24.28\|-5.49\|26.12\|26.24\|23.81\|67678;2026-07-21\|25.73\|5.97\|24.45\|25.80\|23.00\|73693;2026-07-22\|25.41\|-1.24\|25.43\|26.09\|25.30\|47598;2026-07-23\|25.56\|0.59\|25.46\|25.93\|25.24\|32105;2026-07-24\|25.77\|0.82\|25.10\|26.10\|25.01\|43589;2026-07-27\|26.43\|2.56\|25.76\|26.49\|25.33\|48061;2026-07-28\|26.55\|0.45\|26.10\|26.70\|26.10\|32381;2026-07-29\|27.11\|2.11\|26.43\|27.45\|25.46\|47744;2026-07-30\|26.17\|-3.47\|26.99\|27.18\|26.09\|33204;2026-07-31\|26.64\|1.80\|26.88\|27.29\|26.51\|33569;2026-08-03\|26.04\|-2.25\|26.51\|26.78\|25.82\|29593;2026-08-04\|26.83\|3.03\|26.04\|26.96\|26.00\|28007;2026-08-05\|27.62\|2.94\|26.61\|27.96\|26.56\|44095;2026-08-06\|27.55\|-0.25\|27.40\|28.02\|27.30\|29988;2026-08-07\|27.95\|1.45\|27.55\|28.03\|27.20\|35399;2026-08-10\|27.68\|-0.97\|28.06\|28.06\|27.34\|28325;2026-08-11\|27.80\|0.43\|27.41\|28.09\|27.30\|27336;2026-08-12\|28.04\|0.86\|27.80\|28.12\|27.78\|20067;2026-08-13\|27.31\|-2.60\|28.04\|28.40\|27.26\|30374;2026-08-14\|29.07\|6.44\|27.35\|29.24\|27.35\|79473;2026-08-17\|29.90\|2.86\|29.00\|29.94\|28.51\|49163;2026-08-18\|30.35\|1.50\|29.90\|30.57\|29.61\|44844;2026-08-19\|29.02\|-4.38\|29.85\|30.26\|28.89\|45565;2026-08-20\|30.15\|3.89\|29.29\|30.69\|29.20\|67495;2026-08-21\|29.92\|-0.76\|30.00\|30.18\|29.11\|43092;2026-08-24\|29.28\|-2.14\|29.94\|30.09\|28.80\|32041;2026-08-25\|28.94\|-1.16\|28.99\|29.32\|28.35\|27177;2026-08-26\|28.68\|-0.90\|28.95\|29.52\|28.61\|26362;2026-08-27\|29.25\|1.99\|28.71\|29.52\|28.62\|36343;2026-08-28\|29.51\|0.89\|29.16\|29.88\|29.16\|37699;2026-08-31\|30.85\|4.54\|29.22\|30.94\|29.00\|51871;2026-09-01\|30.28\|-1.85\|31.08\|31.27\|30.22\|32481;2026-09-02\|29.95\|-1.09\|29.90\|30.26\|29.52\|32098;2026-09-03\|30.40\|1.50\|30.00\|30.92\|29.73\|32213;2026-09-04\|29.70\|-2.30\|30.39\|30.92\|29.51\|29855;2026-09-07\|29.95\|0.84\|30.00\|30.32\|29.50\|19145;2026-09-08\|28.56\|-4.64\|29.95\|30.00\|28.39\|54961;2026-09-09\|28.73\|0.60\|28.57\|28.82\|28.42\|22809;2026-09-10\|28.24\|-1.71\|28.42\|28.57\|28.14\|21134;2026-09-11\|28.15\|-0.32\|28.30\|28.51\|27.06\|32330;2026-09-14\|30.59\|8.67\|28.99\|30.97\|28.86\|137040
116776	其它归类	金刚石散热+商业航天+机器人轴承+央企行业原因：中国银河证券研报指出，芯片功率密度攀升推动金刚石散热需求，2028年全球市场规模有望超170亿元。公司原因： 1、据2026年6月1日互动易，公司金刚石功能化应用正重点拓展散热领域，已形成覆盖金刚石单晶、多晶及金刚石铜复合材料的产品矩阵；民用散热领域各技术路线产品均处于下游客户验证阶段，若进展顺利年内有望有小批量订单落地。 2、据2026年5月27日投资者关系管理信息，公司轴承产品覆盖卫星用轴承组件及火箭燃料涡轮泵轴承，将推动空间执行部件更好服务我国商业航天发展，满足配套商业航天重点主机需求。 3、据2026年5月27日投资者关系管理信息，公司已将机器人轴承纳入“十五五”业务板块规划，未来重点聚焦交叉滚子轴承等高附加值产品，拓展人形机器人用轴承。 4、据公司2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	1、培育钻石产业链核心玩家，以“设备+产品”双轮驱动布局；子公司三磨所是超硬材料行业引领者，其六面顶压机市占率超 60%，为黄河旋风、力量钻石等头部企业供货； 2、中国航空航天轴承领域领先企业，曾为嫦娥一号、嫦娥二号、长征二号捆绑式大推力火箭、长征四号甲等项目提供配套轴承及相关研发服务	2026-05-11\|58.51\|1.81\|57.91\|59.28\|56.81\|230229;2026-05-12\|57.43\|-1.85\|58.50\|59.19\|56.08\|175431;2026-05-13\|59.49\|3.59\|57.15\|61.06\|56.89\|252177;2026-05-14\|57.18\|-3.88\|58.46\|59.80\|56.74\|196756;2026-05-15\|54.36\|-4.93\|57.19\|57.49\|54.03\|196149;2026-05-18\|52.48\|-3.46\|54.00\|56.53\|52.28\|185195;2026-05-19\|51.46\|-1.94\|52.48\|52.90\|49.96\|159648;2026-05-20\|51.07\|-0.76\|52.00\|52.00\|50.15\|103109;2026-05-21\|49.99\|-2.11\|51.55\|52.78\|49.90\|187336;2026-05-22\|54.99\|10.00\|50.38\|54.99\|49.61\|213995;2026-05-25\|56.33\|2.44\|56.98\|57.74\|54.44\|260435;2026-05-26\|54.66\|-2.96\|56.33\|57.17\|53.90\|170796;2026-05-27\|51.61\|-5.58\|54.38\|54.54\|50.93\|172146;2026-05-28\|55.75\|8.02\|51.55\|56.60\|50.68\|249325;2026-05-29\|53.00\|-4.93\|56.00\|57.30\|52.79\|211546;2026-06-01\|50.11\|-5.45\|52.33\|53.12\|50.00\|170518;2026-06-02\|51.80\|3.37\|49.90\|52.46\|47.50\|206721;2026-06-03\|56.98\|10.00\|52.21\|56.98\|51.22\|289134;2026-06-04\|56.18\|-1.40\|56.55\|57.77\|54.90\|290602;2026-06-05\|54.88\|-2.31\|56.73\|56.95\|54.40\|184718;2026-06-08\|60.37\|10.00\|52.40\|60.37\|52.20\|432559;2026-06-09\|65.03\|7.72\|61.07\|66.28\|59.34\|444754;2026-06-10\|59.18\|-9.00\|64.49\|64.49\|58.53\|351690;2026-06-11\|57.73\|-2.45\|59.18\|59.30\|56.81\|200263;2026-06-12\|59.19\|2.53\|59.90\|62.13\|58.87\|223362;2026-06-15\|62.70\|5.93\|59.38\|62.88\|58.18\|197597;2026-06-16\|62.59\|0.14\|62.70\|63.99\|61.29\|211117;2026-06-17\|62.01\|-0.93\|61.90\|63.27\|61.04\|166053;2026-06-18\|63.69\|2.71\|62.00\|66.20\|61.80\|259934;2026-06-22\|68.65\|7.79\|66.70\|69.30\|65.01\|296364;2026-06-23\|63.59\|-7.37\|68.00\|69.30\|63.36\|271654;2026-06-24\|69.95\|10.00\|63.27\|69.95\|60.41\|305748;2026-06-25\|75.41\|7.81\|72.05\|76.95\|72.05\|535019;2026-06-26\|74.32\|-1.45\|76.14\|76.95\|73.38\|286316;2026-06-29\|73.80\|-0.70\|75.50\|76.47\|68.30\|293612;2026-06-30\|73.65\|-0.20\|74.03\|75.64\|72.00\|196504;2026-07-01\|70.45\|-4.34\|73.65\|74.00\|70.00\|180144;2026-07-02\|72.40\|2.77\|68.21\|75.92\|67.25\|252574;2026-07-03\|71.99\|-0.57\|71.07\|74.17\|69.02\|157526;2026-07-06\|70.01\|-2.75\|71.99\|74.87\|68.95\|173897;2026-07-07\|67.55\|-3.51\|68.77\|71.62\|66.66\|138659;2026-07-08\|61.53\|-8.91\|67.56\|68.16\|61.53\|170461;2026-07-09\|66.09\|7.41\|62.25\|66.16\|60.33\|159180;2026-07-10\|62.76\|-5.04\|66.30\|68.65\|62.70\|163774;2026-07-13\|56.48\|-10.01\|63.00\|63.33\|56.48\|193773;2026-07-14\|57.77\|2.28\|56.93\|58.60\|54.01\|152164;2026-07-15\|57.40\|-0.64\|58.30\|59.89\|57.05\|116290;2026-07-16\|54.80\|-4.53\|56.40\|57.88\|54.36\|105080;2026-07-17\|50.77\|-7.35\|54.80\|60.10\|50.32\|260264;2026-07-20\|49.73\|-2.05\|52.25\|53.80\|48.25\|249912;2026-07-21\|52.00\|4.56\|50.56\|52.30\|44.99\|242325;2026-07-22\|47.82\|-8.04\|51.21\|51.99\|47.18\|203991;2026-07-23\|48.38\|1.17\|48.20\|49.17\|46.50\|164349;2026-07-24\|47.70\|-1.41\|47.00\|48.30\|46.05\|120714;2026-07-27\|49.16\|3.06\|47.48\|49.19\|46.44\|112988;2026-07-28\|47.11\|-4.17\|48.00\|49.08\|46.10\|108337;2026-07-29\|45.30\|-3.84\|46.88\|47.40\|43.48\|135268;2026-07-30\|40.77\|-10.00\|45.61\|46.20\|40.77\|155563;2026-07-31\|42.14\|3.36\|42.50\|44.66\|42.03\|167045;2026-08-03\|41.50\|-1.52\|42.14\|42.71\|40.68\|103117;2026-08-04\|43.57\|4.99\|41.64\|43.89\|41.16\|106760;2026-08-05\|45.35\|4.09\|43.55\|46.80\|43.21\|135831;2026-08-06\|46.29\|2.07\|44.77\|47.26\|44.17\|128163;2026-08-07\|47.35\|2.29\|46.63\|47.82\|45.21\|140301;2026-08-10\|46.88\|-0.99\|48.29\|48.47\|45.58\|118725;2026-08-11\|46.45\|-0.92\|46.40\|48.18\|45.47\|82899;2026-08-12\|47.73\|2.76\|46.44\|48.38\|46.08\|111893;2026-08-13\|46.54\|-2.49\|48.15\|48.85\|46.49\|89599;2026-08-14\|47.30\|1.63\|46.46\|48.10\|45.61\|96962;2026-08-17\|50.93\|7.67\|47.33\|51.50\|47.31\|190919;2026-08-18\|52.08\|2.26\|51.50\|52.50\|50.03\|191787;2026-08-19\|47.88\|-8.06\|50.32\|50.88\|47.15\|181475;2026-08-20\|48.00\|0.25\|48.06\|48.97\|46.99\|116513;2026-08-21\|49.21\|2.52\|47.29\|50.78\|46.50\|121765;2026-08-24\|47.80\|-2.87\|49.43\|49.73\|46.23\|96865;2026-08-25\|49.73\|4.04\|46.70\|50.00\|46.07\|121577;2026-08-26\|49.07\|-1.33\|49.60\|51.75\|47.70\|87478;2026-08-27\|52.45\|6.89\|49.07\|52.79\|49.00\|142343;2026-08-28\|52.46\|0.02\|52.30\|54.46\|52.00\|116307;2026-08-31\|53.24\|1.49\|50.99\|53.36\|50.99\|84168;2026-09-01\|51.78\|-2.74\|53.78\|53.78\|51.50\|85308;2026-09-02\|51.04\|-1.43\|51.43\|52.38\|50.31\|63579;2026-09-03\|53.20\|4.23\|51.59\|53.59\|50.91\|122743;2026-09-04\|50.93\|-4.27\|53.50\|53.98\|50.66\|118565;2026-09-07\|51.61\|1.34\|51.00\|52.50\|50.21\|86065;2026-09-08\|54.04\|4.71\|52.01\|55.50\|51.22\|154853;2026-09-09\|59.44\|9.99\|54.22\|59.44\|54.22\|214720;2026-09-10\|59.04\|-0.67\|60.50\|60.89\|58.65\|230969;2026-09-11\|57.30\|-2.95\|58.83\|58.85\|55.55\|169660;2026-09-14\|60.00\|4.71\|57.30\|61.65\|55.80\|204758
116775	其它归类	中东重建+国际工程+算力+一带一路行业原因：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29日投资者关系活动记录表，2025年公司国际工程承包新签合同额21.06亿美元，生效合同额18.80亿美元，同比增长62.91%，创历史高位，油气、工业化项目滚动开发。 2、据2026年4月13日互动易，目前公司承建的伊拉克九区油气中央处理设施项目已成功投产，其他在执行油气工程项目进展顺利。公司将保持战略定力，紧跟国家“一带一路”倡议步伐，持续聚焦优势领域，依托自身的业务优势、市场布局和国际化经营经验积累，持续加大市场开发力度。据2025年11月20日互动易，中东地区是公司重点市场，公司在伊拉克、阿联酋、阿曼等地设立了分支机构。（具备战后重建先发优势） 3、据2026年3月17日互动易，公司所属中国中元在数据中心和智算中心设计咨询领域保持优势，承接国家超算深圳中心二期等“东数西算”核心项目，并应用液冷、绿电消纳技术。	国际工程龙头，公司核心业务为国际工程承包，业务范围涉及亚洲、非洲、美洲及欧洲地区，在医疗建筑、机场物流及载人索道工程等领域具有独特优势	2026-05-11\|11.73\|-1.18\|11.62\|11.96\|11.62\|740806;2026-05-12\|11.25\|-4.09\|11.64\|11.69\|11.16\|562609;2026-05-13\|11.04\|-1.87\|11.15\|11.15\|10.88\|454899;2026-05-14\|10.85\|-1.72\|11.01\|11.37\|10.71\|698611;2026-05-15\|10.57\|-2.58\|10.73\|10.99\|10.44\|453747;2026-05-18\|10.47\|-0.95\|10.49\|10.58\|10.30\|322346;2026-05-19\|10.58\|1.05\|10.70\|10.78\|10.40\|396089;2026-05-20\|11.31\|6.90\|10.47\|11.50\|10.36\|837757;2026-05-21\|10.73\|-5.13\|11.17\|11.33\|10.71\|631859;2026-05-22\|10.65\|-0.75\|10.80\|10.90\|10.50\|411418;2026-05-25\|11.72\|10.05\|11.23\|11.72\|11.06\|624643;2026-05-26\|11.43\|-2.47\|11.53\|11.79\|11.19\|698926;2026-05-27\|11.09\|-2.97\|11.29\|11.60\|11.01\|672016;2026-05-28\|10.33\|-6.85\|11.14\|11.14\|9.98\|825767;2026-05-29\|11.01\|6.58\|10.44\|11.36\|10.30\|1172293;2026-06-01\|11.07\|0.55\|10.77\|11.34\|10.67\|780115;2026-06-02\|10.85\|-1.99\|10.96\|11.12\|10.73\|439159;2026-06-03\|10.93\|0.74\|10.64\|11.25\|10.52\|550230;2026-06-04\|12.02\|9.97\|11.16\|12.02\|11.10\|842537;2026-06-05\|11.77\|-2.08\|12.08\|12.47\|11.71\|1145978;2026-06-08\|11.12\|-5.52\|11.55\|11.60\|10.89\|674989;2026-06-09\|12.23\|9.98\|11.46\|12.23\|11.46\|540450;2026-06-10\|12.03\|-1.64\|12.24\|12.32\|11.80\|834397;2026-06-11\|11.70\|-2.74\|11.59\|12.05\|11.57\|577301;2026-06-12\|10.56\|-9.74\|12.62\|12.62\|10.53\|1361397;2026-06-15\|11.62\|10.04\|11.30\|11.62\|11.30\|707959;2026-06-16\|12.77\|9.90\|11.88\|12.78\|11.88\|1318963;2026-06-17\|12.50\|-2.11\|13.22\|14.00\|12.12\|1582776;2026-06-18\|12.25\|-2.00\|12.44\|12.67\|11.91\|981485;2026-06-22\|13.23\|8.00\|12.51\|13.47\|12.35\|1199546;2026-06-23\|12.39\|-6.35\|13.20\|13.27\|12.33\|805443;2026-06-24\|13.63\|10.01\|12.58\|13.63\|12.41\|843088;2026-06-25\|13.55\|-0.59\|13.48\|14.00\|13.07\|1340411;2026-06-26\|12.81\|-4.69\|13.13\|13.55\|12.44\|918874;2026-06-29\|11.99\|-6.40\|12.41\|12.45\|11.56\|806229;2026-06-30\|11.32\|-5.59\|11.59\|11.60\|10.84\|657068;2026-07-01\|11.60\|2.47\|11.02\|11.64\|10.67\|728483;2026-07-02\|11.13\|-4.05\|11.15\|11.44\|11.02\|474568;2026-07-03\|10.52\|-5.48\|11.19\|11.28\|10.50\|543503;2026-07-06\|9.70\|-7.79\|10.30\|10.38\|9.70\|542585;2026-07-07\|9.95\|2.58\|9.75\|9.99\|9.45\|443915;2026-07-08\|9.00\|-9.55\|9.70\|9.71\|8.96\|481294;2026-07-09\|8.93\|-0.78\|8.96\|9.03\|8.60\|445293;2026-07-10\|8.95\|0.22\|8.91\|9.25\|8.62\|433749;2026-07-13\|8.33\|-6.93\|8.69\|8.69\|8.25\|421021;2026-07-14\|8.43\|1.20\|8.28\|8.44\|8.19\|283927;2026-07-15\|8.49\|0.71\|8.33\|8.51\|8.31\|251336;2026-07-16\|8.46\|-0.35\|8.35\|8.52\|8.26\|234909;2026-07-17\|8.38\|-0.95\|8.55\|8.78\|8.34\|367000;2026-07-20\|8.44\|0.72\|8.58\|8.58\|8.31\|287024;2026-07-21\|8.48\|0.47\|8.47\|8.48\|7.95\|376380;2026-07-22\|8.36\|-1.42\|8.31\|8.61\|8.27\|287352;2026-07-23\|8.55\|2.27\|8.37\|8.57\|8.27\|276866;2026-07-24\|8.23\|-3.74\|8.43\|8.49\|8.22\|253978;2026-07-27\|9.05\|9.96\|8.70\|9.05\|8.62\|242384;2026-07-28\|8.82\|-2.54\|9.05\|9.27\|8.75\|518676;2026-07-29\|9.03\|2.38\|8.77\|9.05\|8.70\|388827;2026-07-30\|8.97\|-0.66\|8.85\|9.07\|8.79\|321713;2026-07-31\|9.10\|1.45\|9.02\|9.15\|8.97\|346652;2026-08-03\|9.26\|1.76\|9.46\|9.47\|9.10\|377684;2026-08-04\|9.31\|0.54\|9.28\|9.34\|9.10\|302249;2026-08-05\|9.48\|1.83\|9.41\|9.60\|9.31\|403569;2026-08-06\|9.19\|-3.06\|9.36\|9.44\|9.12\|383421;2026-08-07\|9.22\|0.33\|9.13\|9.24\|9.07\|260112;2026-08-10\|9.19\|-0.33\|9.11\|9.24\|9.05\|234772;2026-08-11\|9.07\|-1.31\|9.15\|9.18\|9.00\|189834;2026-08-12\|9.13\|0.66\|9.08\|9.16\|9.08\|153446;2026-08-13\|8.94\|-2.08\|9.15\|9.17\|8.94\|218959;2026-08-14\|8.82\|-1.34\|8.99\|9.00\|8.76\|189305;2026-08-17\|8.84\|0.23\|8.76\|8.86\|8.64\|197609;2026-08-18\|8.63\|-2.38\|8.83\|8.83\|8.58\|256645;2026-08-19\|8.25\|-4.40\|8.55\|8.62\|8.24\|272221;2026-08-20\|8.33\|0.97\|8.33\|8.38\|8.26\|167211;2026-08-21\|8.36\|0.36\|8.29\|8.37\|8.18\|143250;2026-08-24\|8.44\|0.96\|8.41\|8.51\|8.32\|256629;2026-08-25\|8.49\|0.59\|8.36\|8.50\|8.31\|161909;2026-08-26\|8.61\|1.41\|8.80\|8.92\|8.56\|339325;2026-08-27\|8.62\|0.12\|8.58\|8.62\|8.52\|208856;2026-08-28\|8.69\|0.81\|8.62\|8.75\|8.57\|239346;2026-08-31\|8.58\|-1.27\|8.53\|8.73\|8.41\|254488;2026-09-01\|8.65\|0.82\|8.57\|8.68\|8.51\|211158;2026-09-02\|8.41\|-2.77\|8.52\|8.57\|8.39\|179117;2026-09-03\|8.51\|1.19\|8.42\|8.52\|8.40\|156130;2026-09-04\|8.54\|0.35\|8.55\|8.65\|8.49\|197568;2026-09-07\|8.55\|0.12\|8.56\|8.68\|8.51\|179573;2026-09-08\|8.68\|1.52\|8.52\|8.74\|8.48\|215994;2026-09-09\|8.75\|0.81\|8.61\|8.77\|8.61\|171312;2026-09-10\|8.70\|-0.57\|8.67\|8.75\|8.61\|139899;2026-09-11\|8.65\|-0.57\|8.60\|8.69\|8.47\|184791;2026-09-14\|8.52\|-1.50\|8.61\|8.67\|8.50\|149092
116774	其它归类	汽车产业链+比亚迪概念+高管增持 1、据2026年4月27日年报，公司是覆盖产前至售后的汽车全产业链服务商，依托“资源+仓储+运作+运输”一体化模式，向智慧物流转型升级。 2、据2026年5月20日投资者关系活动记录表，公司已成为比亚迪核心零部件供应商，配套车型覆盖比亚迪全系，并同步供货上汽、吉利等20余家整车厂。 3、据2026年6月11日公告，公司董事、高级管理人员等多位核心人员于当日进行增持，合计增持超34万股。 4、据2026年4月27日公告，公司2026年一季度实现营收4.41亿元，同比增长18.94%；归母净利润1990.49万元，同比扭亏为盈。	公司的座椅盖板等汽车零部件参与应用于赛力斯问界系列车型	2026-05-11\|23.18\|1.58\|22.68\|23.44\|22.41\|39145;2026-05-12\|22.67\|-2.20\|23.13\|23.35\|22.41\|32802;2026-05-13\|22.59\|-0.35\|22.58\|22.97\|22.39\|25642;2026-05-14\|22.46\|-0.58\|22.58\|22.85\|22.42\|20562;2026-05-15\|22.56\|0.45\|22.40\|22.89\|22.39\|22277;2026-05-18\|22.77\|0.93\|22.56\|22.92\|22.25\|24272;2026-05-19\|22.69\|-0.35\|22.20\|23.00\|22.20\|18398;2026-05-20\|22.69\|0.00\|22.49\|22.85\|22.42\|16904;2026-05-21\|22.19\|-2.20\|22.59\|23.00\|22.03\|20194;2026-05-22\|22.90\|3.20\|22.50\|23.04\|22.03\|24202;2026-05-25\|23.23\|1.44\|22.97\|24.91\|22.68\|29784;2026-05-26\|22.30\|-4.00\|23.52\|23.52\|20.91\|33713;2026-05-27\|22.03\|-1.21\|22.35\|22.35\|21.66\|28058;2026-05-28\|22.28\|1.13\|21.98\|22.44\|21.58\|18159;2026-05-29\|21.66\|-2.78\|22.01\|22.27\|21.27\|32115;2026-06-01\|22.02\|1.66\|21.55\|22.31\|21.22\|20356;2026-06-02\|21.41\|-2.77\|22.04\|22.10\|21.29\|20434;2026-06-03\|21.20\|-0.98\|21.20\|21.64\|21.04\|18787;2026-06-04\|20.82\|-1.79\|21.02\|21.32\|20.62\|14878;2026-06-05\|20.87\|0.24\|20.52\|21.30\|20.34\|19523;2026-06-08\|20.16\|-3.40\|20.00\|21.00\|19.81\|23853;2026-06-09\|19.97\|-0.94\|20.34\|20.42\|19.83\|16201;2026-06-10\|19.75\|-1.10\|19.56\|20.22\|19.34\|13327;2026-06-11\|19.23\|-2.63\|19.76\|19.95\|18.86\|11335;2026-06-12\|19.17\|-0.31\|19.36\|19.49\|18.96\|16476;2026-06-15\|19.44\|1.41\|19.15\|19.83\|19.08\|18730;2026-06-16\|19.28\|-0.82\|19.30\|19.62\|18.88\|15191;2026-06-17\|18.97\|-1.61\|19.18\|19.35\|18.86\|14844;2026-06-18\|18.84\|-0.69\|18.98\|19.16\|18.73\|9991;2026-06-22\|18.45\|-2.07\|18.63\|19.00\|17.78\|17610;2026-06-23\|19.42\|5.26\|18.48\|19.51\|18.43\|27641;2026-06-24\|21.36\|9.99\|19.41\|21.36\|19.41\|37226;2026-06-25\|19.23\|-9.97\|21.21\|21.32\|19.22\|67878;2026-06-26\|18.49\|-3.85\|19.03\|19.43\|18.14\|51097;2026-06-29\|17.99\|-2.70\|18.35\|18.76\|17.76\|47040;2026-06-30\|17.61\|-2.11\|17.90\|18.17\|17.53\|31526;2026-07-01\|18.03\|2.38\|17.67\|18.38\|17.63\|34809;2026-07-02\|18.52\|2.72\|17.91\|19.27\|17.82\|33118;2026-07-03\|19.27\|4.05\|18.46\|19.50\|18.30\|28899;2026-07-06\|19.08\|-0.99\|19.20\|19.77\|19.02\|19603;2026-07-07\|18.63\|-2.36\|18.78\|19.46\|18.58\|13721;2026-07-08\|18.09\|-2.90\|18.63\|18.68\|18.01\|14187;2026-07-09\|17.90\|-1.05\|18.18\|18.45\|17.53\|18826;2026-07-10\|18.41\|2.85\|17.70\|18.94\|17.70\|23352;2026-07-13\|17.72\|-3.75\|18.78\|18.78\|17.58\|18416;2026-07-14\|17.98\|1.47\|18.08\|18.08\|17.31\|13181;2026-07-15\|18.07\|0.50\|17.91\|18.57\|17.87\|14089;2026-07-16\|18.10\|0.17\|17.97\|18.48\|17.92\|13826;2026-07-17\|17.11\|-5.47\|18.13\|18.27\|17.00\|19003;2026-07-20\|16.09\|-5.96\|17.18\|17.25\|15.81\|31831;2026-07-21\|15.69\|-2.49\|15.94\|16.28\|14.48\|46819;2026-07-22\|15.51\|-1.15\|15.60\|15.85\|15.31\|22570;2026-07-23\|15.93\|2.71\|16.00\|16.00\|15.45\|20285;2026-07-24\|15.50\|-2.70\|15.97\|15.97\|15.32\|15507;2026-07-27\|16.14\|4.13\|15.60\|16.69\|15.45\|27797;2026-07-28\|16.13\|-0.06\|15.85\|16.48\|15.85\|15647;2026-07-29\|16.53\|2.48\|15.95\|16.75\|15.95\|18164;2026-07-30\|16.31\|-1.33\|16.73\|16.75\|16.10\|20158;2026-07-31\|16.95\|3.92\|16.35\|17.08\|16.31\|23850;2026-08-03\|17.35\|2.36\|17.12\|17.49\|16.85\|15571;2026-08-04\|17.54\|1.10\|17.58\|17.65\|17.30\|15529;2026-08-05\|17.80\|1.48\|17.81\|17.99\|17.62\|12761;2026-08-06\|17.99\|1.07\|17.80\|18.04\|17.51\|12710;2026-08-07\|17.90\|-0.50\|18.53\|18.53\|17.60\|12354;2026-08-10\|18.53\|3.52\|17.91\|18.53\|17.73\|16154;2026-08-11\|18.49\|-0.22\|18.45\|18.66\|18.18\|11624;2026-08-12\|18.74\|1.35\|18.56\|18.85\|18.40\|9693;2026-08-13\|18.45\|-1.55\|18.84\|18.85\|18.41\|8674;2026-08-14\|18.80\|1.90\|18.45\|19.30\|18.28\|14288;2026-08-17\|19.41\|3.24\|18.96\|19.50\|18.58\|13431;2026-08-18\|19.33\|-0.41\|19.37\|19.48\|18.92\|15819;2026-08-19\|18.97\|-1.86\|19.36\|19.53\|18.97\|15812;2026-08-20\|19.27\|1.58\|18.96\|19.79\|18.96\|13129;2026-08-21\|19.43\|0.83\|19.27\|19.48\|19.03\|14058;2026-08-24\|19.18\|-1.29\|19.26\|19.66\|18.97\|14649;2026-08-25\|19.43\|1.30\|19.00\|19.54\|19.00\|10965;2026-08-26\|19.39\|-0.21\|19.43\|19.84\|19.20\|12497;2026-08-27\|19.12\|-1.39\|18.92\|19.44\|18.92\|14586;2026-08-28\|19.25\|0.68\|19.27\|19.40\|18.80\|19506;2026-08-31\|19.22\|-0.16\|19.11\|19.38\|18.96\|12653;2026-09-01\|19.24\|0.10\|19.26\|19.48\|19.10\|12743;2026-09-02\|19.30\|0.31\|19.27\|19.36\|18.84\|15148;2026-09-03\|18.99\|-1.61\|19.26\|19.36\|18.87\|11971;2026-09-04\|18.88\|-0.58\|19.13\|19.28\|18.77\|10806;2026-09-07\|19.01\|0.69\|18.87\|19.29\|18.77\|14465;2026-09-08\|19.07\|0.32\|19.10\|19.13\|18.82\|10428;2026-09-09\|19.98\|4.77\|19.07\|20.53\|18.20\|30014;2026-09-10\|18.90\|-5.41\|19.98\|20.19\|18.83\|37200;2026-09-11\|18.44\|-2.43\|18.65\|18.88\|18.01\|25464;2026-09-14\|18.49\|0.27\|18.17\|19.19\|18.06\|18447
116773	其它归类	扭亏为盈+海工装备+陕西国资公司原因： 1、据2026年1月31日公告，预计2025年度净利润为2600万元～3900万元，上年同期为亏损2693.57万元。报告期内，公司聚焦主业，通过调整产品结构及经营策略，深入推进降本增效，提升产品盈利水平，总体毛利率较去年同期有所提升，公司实现扭亏为盈。 2、据2025年3月20日互动易，巨力索具是公司客户，双方保持良好的合作关系。公司开发的拒海水聚酯工业丝产品已广泛应用于船舶、海洋钻井、深海风电系泊缆绳，产品通过DNV、ABS船级社测试认证。 3、据2025年8月29日公告的2025年半年度报告，公司最终控制人为陕西省国资委，涤纶工业丝产能位居全球前列。	1、公司以高性能纤维切入海洋经济领域，核心产品拒海水聚酯工业丝通过DNV、ABS船级社认证，适配船舶、海洋钻井、海上风电系泊缆绳等场景，能抵御海水侵蚀，保障海洋作业安全； 2、根据测算，卫星每成功减重20公斤，就能节省800万元发射成本，UHMWPE纤维在减重方面极具优势；公司在建UHMWPE项目设计产能为1600吨/年，大股东为陕西国资委	2026-05-11\|5.79\|-1.53\|5.95\|5.96\|5.76\|189656;2026-05-12\|5.64\|-2.59\|5.73\|5.77\|5.59\|159792;2026-05-13\|5.58\|-1.06\|5.67\|5.67\|5.56\|133004;2026-05-14\|5.51\|-1.25\|5.58\|5.68\|5.50\|177370;2026-05-15\|5.46\|-0.91\|5.46\|5.60\|5.42\|143541;2026-05-18\|5.19\|-4.95\|5.41\|5.41\|5.16\|209125;2026-05-19\|5.20\|0.19\|5.17\|5.23\|5.12\|122201;2026-05-20\|5.05\|-2.88\|5.19\|5.19\|5.03\|137663;2026-05-21\|4.85\|-3.96\|5.08\|5.12\|4.84\|181618;2026-05-22\|4.98\|2.68\|4.88\|5.00\|4.80\|159519;2026-05-25\|4.83\|-3.01\|4.96\|5.00\|4.80\|133985;2026-05-26\|4.75\|-1.66\|4.81\|4.84\|4.68\|128053;2026-05-27\|4.67\|-1.68\|4.71\|4.78\|4.62\|130516;2026-05-28\|4.72\|1.07\|4.67\|4.77\|4.62\|136989;2026-05-29\|4.63\|-1.91\|4.74\|4.77\|4.60\|120133;2026-06-01\|4.77\|3.02\|4.63\|4.82\|4.59\|140607;2026-06-02\|4.68\|-1.89\|4.81\|4.84\|4.58\|133893;2026-06-03\|4.63\|-1.07\|4.73\|4.73\|4.57\|110891;2026-06-04\|4.54\|-1.94\|4.62\|4.63\|4.49\|109454;2026-06-05\|4.59\|1.10\|4.50\|4.68\|4.50\|145732;2026-06-08\|4.47\|-2.61\|4.50\|4.63\|4.36\|144301;2026-06-09\|4.48\|0.22\|4.51\|4.56\|4.42\|97410;2026-06-10\|4.50\|0.45\|4.50\|4.55\|4.41\|106314;2026-06-11\|4.39\|-2.44\|4.47\|4.51\|4.35\|107636;2026-06-12\|4.43\|0.91\|4.38\|4.49\|4.33\|139799;2026-06-15\|4.54\|2.48\|4.49\|4.78\|4.48\|188738;2026-06-16\|4.50\|-0.88\|4.53\|4.54\|4.37\|150434;2026-06-17\|4.36\|-3.11\|4.50\|4.53\|4.34\|141393;2026-06-18\|4.24\|-2.75\|4.34\|4.35\|4.22\|127465;2026-06-22\|4.27\|0.71\|4.24\|4.29\|4.12\|152981;2026-06-23\|4.31\|0.94\|4.23\|4.43\|4.22\|157115;2026-06-24\|4.74\|9.98\|4.30\|4.74\|4.29\|214993;2026-06-25\|4.66\|-1.69\|4.62\|4.78\|4.50\|486042;2026-06-26\|4.88\|4.72\|4.64\|5.07\|4.61\|568319;2026-06-29\|5.27\|7.99\|4.84\|5.27\|4.72\|613960;2026-06-30\|5.04\|-4.36\|5.14\|5.14\|4.90\|465957;2026-07-01\|4.82\|-4.37\|4.93\|4.95\|4.73\|376107;2026-07-02\|5.30\|9.96\|4.75\|5.30\|4.74\|374259;2026-07-03\|4.95\|-6.60\|5.20\|5.34\|4.95\|509957;2026-07-06\|5.06\|2.22\|4.96\|5.20\|4.89\|340707;2026-07-07\|4.80\|-5.14\|4.95\|5.00\|4.74\|261572;2026-07-08\|4.32\|-10.00\|4.68\|4.73\|4.32\|296564;2026-07-09\|4.18\|-3.24\|4.41\|4.45\|4.15\|215361;2026-07-10\|4.34\|3.83\|4.15\|4.58\|4.02\|314266;2026-07-13\|4.02\|-7.37\|4.26\|4.30\|3.99\|239458;2026-07-14\|4.05\|0.75\|3.98\|4.08\|3.90\|152842;2026-07-15\|4.14\|2.22\|4.01\|4.17\|4.01\|154894;2026-07-16\|4.24\|2.42\|4.12\|4.30\|4.07\|175352;2026-07-17\|4.08\|-3.77\|4.22\|4.28\|4.04\|144698;2026-07-20\|4.00\|-1.96\|4.10\|4.17\|3.96\|132083;2026-07-21\|3.94\|-1.50\|4.01\|4.02\|3.80\|152499;2026-07-22\|3.92\|-0.51\|3.90\|3.99\|3.88\|116744;2026-07-23\|4.06\|3.57\|3.94\|4.07\|3.89\|134400;2026-07-24\|3.89\|-4.19\|4.03\|4.06\|3.88\|117441;2026-07-27\|4.03\|3.60\|3.85\|4.05\|3.84\|120099;2026-07-28\|4.05\|0.50\|4.00\|4.10\|3.97\|86004;2026-07-29\|4.21\|3.95\|4.08\|4.21\|4.07\|159769;2026-07-30\|4.15\|-1.43\|4.18\|4.27\|4.13\|130637;2026-07-31\|4.20\|1.20\|4.18\|4.22\|4.16\|97940;2026-08-03\|4.30\|2.38\|4.19\|4.30\|4.18\|98939;2026-08-04\|4.31\|0.23\|4.34\|4.35\|4.25\|91421;2026-08-05\|4.36\|1.16\|4.32\|4.37\|4.27\|121558;2026-08-06\|4.36\|0.00\|4.36\|4.39\|4.26\|103304;2026-08-07\|4.33\|-0.69\|4.37\|4.39\|4.26\|90254;2026-08-10\|4.43\|2.31\|4.33\|4.45\|4.30\|117267;2026-08-11\|4.39\|-0.90\|4.39\|4.42\|4.35\|83295;2026-08-12\|4.43\|0.91\|4.39\|4.44\|4.36\|72050;2026-08-13\|4.33\|-2.26\|4.42\|4.44\|4.33\|106818;2026-08-14\|4.36\|0.69\|4.35\|4.39\|4.29\|79042;2026-08-17\|4.39\|0.69\|4.38\|4.41\|4.30\|102389;2026-08-18\|4.35\|-0.91\|4.40\|4.42\|4.34\|70507;2026-08-19\|4.36\|0.23\|4.29\|4.66\|4.22\|310475;2026-08-20\|4.61\|5.73\|4.38\|4.80\|4.32\|514928;2026-08-21\|4.53\|-1.74\|4.57\|4.64\|4.42\|382812;2026-08-24\|4.59\|1.32\|4.53\|4.68\|4.35\|402130;2026-08-25\|4.54\|-1.09\|4.55\|4.74\|4.48\|328046;2026-08-26\|4.81\|5.95\|4.51\|4.99\|4.49\|689370;2026-08-27\|4.72\|-1.87\|4.66\|4.77\|4.66\|509545;2026-08-28\|5.19\|9.96\|4.72\|5.19\|4.67\|643167;2026-08-31\|5.02\|-3.28\|5.10\|5.23\|4.99\|631051;2026-09-01\|5.13\|2.19\|5.01\|5.22\|5.01\|438655;2026-09-02\|5.00\|-2.53\|5.13\|5.16\|4.96\|282975;2026-09-03\|4.90\|-2.00\|4.98\|5.02\|4.88\|224002;2026-09-04\|4.92\|0.41\|4.94\|5.01\|4.87\|214490;2026-09-07\|4.98\|1.22\|4.94\|5.00\|4.90\|171508;2026-09-08\|5.01\|0.60\|4.95\|5.03\|4.91\|176403;2026-09-09\|4.92\|-1.80\|5.00\|5.04\|4.88\|171050;2026-09-10\|4.81\|-2.24\|4.89\|5.09\|4.80\|240956;2026-09-11\|4.72\|-1.87\|4.80\|4.81\|4.65\|210539;2026-09-14\|4.71\|-0.21\|4.71\|4.79\|4.67\|106560
116772	其它归类	石墨烯+柔性屏+家居行业原因：据中证金牛座，记者4月6日从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机，或将于下半年推出。公司原因： 1、据2025年4月19日年度报告，公司控股子公司厦门烯成石墨烯为国内首家专业生产石墨烯生长系统的高新技术企业，已布局石墨烯相关技术和专利，可应用于柔性触控领域。 2、据2025年8月30日半年度报告，公司“德尔地板”“Der·1863”等线下有效门店已超三千家，销售网络覆盖全国31省市，持续推进家居产业数智化、绿色化、个性化升级。 3、据2025年4月19日年度报告，公司形成“大家居+新材料”双主业，石墨烯导热材料、恒温水杯等应用产品已实现销售，并积极探索与传统家居业务的联动发展。	控股子公司烯成石墨烯有用于柔性屏的石墨烯透明导电薄膜产品布局	2026-05-11\|9.00\|6.51\|8.45\|9.17\|8.39\|499908;2026-05-12\|8.67\|-3.67\|9.00\|9.20\|8.63\|420065;2026-05-13\|8.27\|-4.61\|8.68\|8.90\|8.21\|447068;2026-05-14\|8.22\|-0.60\|8.33\|8.51\|8.21\|292610;2026-05-15\|8.11\|-1.34\|8.19\|8.28\|8.02\|214175;2026-05-18\|7.90\|-2.59\|8.06\|8.16\|7.79\|236428;2026-05-19\|7.96\|0.76\|7.93\|8.20\|7.85\|207266;2026-05-20\|7.96\|0.00\|7.89\|7.99\|7.65\|181782;2026-05-21\|7.60\|-4.52\|7.99\|8.09\|7.55\|215276;2026-05-22\|7.62\|0.26\|7.61\|7.78\|7.54\|168275;2026-05-25\|7.65\|0.39\|7.70\|8.38\|7.49\|536526;2026-05-26\|7.59\|-0.78\|7.60\|7.75\|7.28\|354122;2026-05-27\|7.22\|-4.87\|7.46\|7.66\|7.15\|209939;2026-05-28\|7.28\|0.83\|7.22\|7.36\|7.08\|172218;2026-05-29\|6.99\|-3.98\|7.26\|7.30\|6.93\|188558;2026-06-01\|7.01\|0.29\|6.90\|7.19\|6.90\|140492;2026-06-02\|6.97\|-0.57\|7.01\|7.06\|6.88\|132383;2026-06-03\|7.16\|2.73\|6.97\|7.32\|6.92\|241552;2026-06-04\|6.77\|-5.45\|7.04\|7.18\|6.73\|270245;2026-06-05\|7.45\|10.04\|7.05\|7.45\|6.81\|449268;2026-06-08\|8.04\|7.92\|7.20\|8.04\|7.16\|694852;2026-06-09\|8.14\|1.24\|8.08\|8.18\|7.88\|531545;2026-06-10\|7.85\|-3.56\|8.14\|8.39\|7.75\|381977;2026-06-11\|7.75\|-1.27\|7.85\|7.85\|7.40\|283087;2026-06-12\|7.76\|0.13\|7.82\|7.93\|7.55\|265905;2026-06-15\|7.93\|2.19\|7.70\|8.00\|7.60\|288465;2026-06-16\|7.76\|-2.14\|7.83\|7.90\|7.52\|265658;2026-06-17\|8.20\|5.67\|7.84\|8.30\|7.78\|469239;2026-06-18\|7.79\|-5.00\|8.02\|8.49\|7.77\|609797;2026-06-22\|8.17\|4.88\|7.71\|8.29\|7.01\|720600;2026-06-23\|8.99\|10.04\|8.34\|8.99\|8.10\|683186;2026-06-24\|9.89\|10.01\|9.08\|9.89\|9.08\|982505;2026-06-25\|9.77\|-1.21\|9.70\|10.20\|9.62\|835374;2026-06-26\|9.89\|1.23\|9.90\|10.45\|9.75\|640191;2026-06-29\|10.26\|3.74\|9.82\|10.28\|9.50\|660873;2026-06-30\|11.29\|10.04\|10.32\|11.29\|10.17\|439385;2026-07-01\|11.48\|1.68\|11.70\|12.09\|11.21\|855898;2026-07-02\|11.44\|-0.35\|11.32\|11.88\|11.02\|525795;2026-07-03\|10.91\|-4.63\|11.30\|11.58\|10.69\|485709;2026-07-06\|10.74\|-1.56\|10.83\|11.25\|10.50\|337674;2026-07-07\|9.96\|-7.26\|10.75\|10.75\|9.79\|376002;2026-07-08\|10.05\|0.90\|10.28\|10.35\|9.80\|330270;2026-07-09\|9.62\|-4.28\|10.04\|10.14\|9.20\|393629;2026-07-10\|9.68\|0.62\|9.64\|9.90\|9.52\|284869;2026-07-13\|8.89\|-8.16\|9.61\|9.70\|8.85\|304562;2026-07-14\|8.69\|-2.25\|8.95\|9.18\|8.41\|291755;2026-07-15\|8.46\|-2.65\|8.68\|8.88\|8.40\|204859;2026-07-16\|7.90\|-6.62\|8.51\|8.54\|7.83\|269270;2026-07-17\|7.35\|-6.96\|7.92\|7.96\|7.20\|305203;2026-07-20\|6.62\|-9.93\|7.35\|7.59\|6.62\|326004;2026-07-21\|6.43\|-2.87\|6.56\|6.61\|5.96\|497268;2026-07-22\|6.42\|-0.16\|6.38\|6.93\|6.32\|431721;2026-07-23\|6.42\|0.00\|6.40\|6.58\|6.27\|276889;2026-07-24\|6.04\|-5.92\|6.36\|6.41\|6.02\|246670;2026-07-27\|6.48\|7.28\|6.03\|6.49\|5.91\|271775;2026-07-28\|6.32\|-2.47\|6.50\|6.96\|6.30\|361359;2026-07-29\|6.45\|2.06\|6.46\|6.52\|6.20\|305058;2026-07-30\|6.16\|-4.50\|6.49\|6.56\|6.08\|271533;2026-07-31\|6.35\|3.08\|6.30\|6.48\|6.26\|254110;2026-08-03\|6.54\|2.99\|6.44\|6.61\|6.39\|176096;2026-08-04\|7.10\|8.56\|6.68\|7.15\|6.41\|376108;2026-08-05\|7.43\|4.65\|7.08\|7.60\|7.00\|359512;2026-08-06\|7.89\|6.19\|7.39\|7.92\|7.35\|317421;2026-08-07\|8.68\|10.01\|7.93\|8.68\|7.89\|317301;2026-08-10\|9.16\|5.53\|8.70\|9.20\|8.60\|559374;2026-08-11\|8.38\|-8.52\|8.90\|9.19\|8.33\|457761;2026-08-12\|8.88\|5.97\|8.44\|9.02\|8.40\|408024;2026-08-13\|8.78\|-1.13\|8.99\|9.07\|8.74\|314923;2026-08-14\|9.15\|4.21\|8.80\|9.24\|8.60\|276539;2026-08-17\|9.16\|0.11\|9.40\|9.49\|8.95\|365008;2026-08-18\|9.06\|-1.09\|9.18\|9.29\|8.98\|207352;2026-08-19\|8.43\|-6.95\|8.93\|8.96\|8.30\|352037;2026-08-20\|8.67\|2.85\|8.50\|8.88\|8.47\|251210;2026-08-21\|9.54\|10.03\|8.67\|9.54\|8.45\|410792;2026-08-24\|8.73\|-8.49\|9.54\|9.60\|8.59\|607147;2026-08-25\|8.81\|0.92\|8.50\|8.90\|8.34\|289406;2026-08-26\|8.84\|0.34\|8.81\|9.25\|8.58\|400617;2026-08-27\|9.18\|3.85\|8.80\|9.28\|8.62\|347088;2026-08-28\|10.10\|10.02\|10.09\|10.10\|9.57\|961703;2026-08-31\|10.76\|6.53\|10.27\|10.96\|10.10\|751125;2026-09-01\|10.35\|-3.81\|10.67\|10.77\|10.30\|438582;2026-09-02\|10.13\|-2.13\|10.29\|10.50\|9.86\|348387;2026-09-03\|11.14\|9.97\|10.32\|11.14\|10.11\|415517;2026-09-04\|11.01\|-1.17\|11.10\|11.50\|10.89\|484980;2026-09-07\|11.20\|1.73\|11.05\|11.39\|10.89\|282148;2026-09-08\|10.99\|-1.88\|11.28\|11.29\|10.86\|242738;2026-09-09\|10.87\|-1.09\|11.00\|11.41\|10.81\|255770;2026-09-10\|10.35\|-4.78\|10.87\|10.87\|10.29\|353953;2026-09-11\|9.46\|-8.60\|10.19\|10.27\|9.44\|513095;2026-09-14\|9.28\|-1.90\|9.30\|9.48\|8.91\|345998
116771	央视：国产TGV玻璃基板加速产业化，头部企业抢先布局	涨停揭秘：台积电COPOS封装试点产线启动，公司为沃格光电玻璃基板封装提供掩膜版，是TGV工艺中光刻环节关键耗材；涨停缘由：COPOS封装产业化带动掩膜版增量需求+公司技术适配玻璃基板高精度光刻+客户导入进展顺利+国产替代空间明确；资金逻辑：科创板次新股弹性高，资金借势炒作先进封装上游耗材环节，单日主力净流入超3000万元，量价配合良好；风险提示：掩膜版业务占比较小，短期业绩拉动有限；下游客户认证周期长；行业竞争加剧致价格承压	公司为沃格光电玻璃基板封装提供掩膜版产品	2026-05-11\|69.99\|4.23\|67.50\|70.69\|66.50\|86616;2026-05-12\|68.47\|-2.17\|69.00\|69.38\|66.86\|71340;2026-05-13\|67.85\|-0.91\|67.00\|68.58\|66.58\|66568;2026-05-14\|69.65\|2.65\|68.84\|72.28\|67.18\|103312;2026-05-15\|70.00\|0.50\|71.00\|74.50\|69.30\|110375;2026-05-18\|67.30\|-3.86\|71.45\|71.75\|66.80\|102358;2026-05-19\|71.17\|5.75\|66.73\|71.27\|66.14\|93298;2026-05-20\|74.33\|4.44\|71.17\|74.80\|70.13\|96146;2026-05-21\|69.52\|-6.47\|75.81\|77.60\|69.18\|114178;2026-05-22\|74.16\|6.67\|70.84\|75.28\|69.35\|96285;2026-05-25\|83.42\|12.49\|73.90\|85.37\|73.90\|107768;2026-05-26\|80.39\|-3.63\|84.00\|84.00\|76.30\|114656;2026-05-27\|82.25\|2.31\|80.38\|87.80\|78.60\|101827;2026-05-28\|86.54\|5.22\|81.00\|88.00\|79.76\|90845;2026-05-29\|79.06\|-8.64\|85.17\|89.38\|77.77\|109804;2026-06-01\|72.88\|-7.82\|79.63\|80.14\|72.15\|95770;2026-06-02\|76.68\|5.21\|72.99\|77.00\|71.03\|77824;2026-06-03\|71.70\|-6.49\|75.80\|78.18\|69.79\|127321;2026-06-04\|72.70\|1.39\|70.18\|74.57\|69.50\|84101;2026-06-05\|73.02\|0.44\|71.14\|77.68\|69.63\|79778;2026-06-08\|68.45\|-6.26\|69.00\|71.66\|67.66\|70810;2026-06-09\|72.25\|5.55\|70.10\|73.36\|69.10\|61774;2026-06-10\|72.74\|1.24\|70.70\|73.91\|69.77\|70518;2026-06-11\|78.77\|8.29\|71.63\|79.79\|71.45\|115805;2026-06-12\|75.98\|-3.54\|83.88\|85.22\|75.64\|109772;2026-06-15\|80.03\|5.33\|76.25\|80.50\|74.66\|85769;2026-06-16\|79.18\|-1.06\|79.23\|80.27\|77.81\|95466;2026-06-17\|83.05\|4.89\|77.20\|85.98\|77.00\|130173;2026-06-18\|81.12\|-2.32\|81.97\|82.66\|80.30\|95249;2026-06-22\|80.50\|-0.76\|82.04\|83.98\|78.00\|111909;2026-06-23\|75.40\|-6.34\|79.80\|79.80\|74.36\|99882;2026-06-24\|84.41\|11.95\|74.97\|85.00\|74.63\|140391;2026-06-25\|89.20\|5.67\|86.02\|90.99\|83.68\|154115;2026-06-26\|89.63\|0.48\|88.16\|91.83\|86.60\|140187;2026-06-29\|94.56\|5.50\|91.78\|96.50\|86.60\|153699;2026-06-30\|95.98\|1.50\|96.80\|97.05\|92.01\|129866;2026-07-01\|99.49\|3.66\|95.79\|103.90\|94.00\|132802;2026-07-02\|90.54\|-9.00\|93.60\|97.38\|86.21\|133538;2026-07-03\|85.47\|-5.60\|89.73\|92.50\|85.37\|120796;2026-07-06\|83.85\|-1.90\|86.10\|87.98\|81.10\|85540;2026-07-07\|86.08\|2.66\|83.00\|88.98\|82.02\|84145;2026-07-08\|87.00\|1.07\|86.66\|91.37\|79.00\|125284;2026-07-09\|95.99\|10.33\|90.00\|95.99\|88.50\|120381;2026-07-10\|84.00\|-12.49\|96.00\|98.44\|84.00\|142525;2026-07-13\|82.48\|-1.81\|81.00\|89.63\|81.00\|91249;2026-07-14\|84.28\|2.18\|82.39\|86.60\|78.00\|102898;2026-07-15\|74.61\|-11.47\|85.77\|86.19\|74.50\|97129;2026-07-16\|70.79\|-5.12\|73.00\|76.66\|70.10\|75318;2026-07-17\|65.21\|-7.88\|70.22\|71.21\|65.20\|94744;2026-07-20\|59.30\|-9.06\|68.00\|68.58\|58.11\|96764;2026-07-21\|68.65\|15.77\|60.48\|68.87\|56.20\|117964;2026-07-22\|66.76\|-2.75\|67.60\|69.99\|66.35\|76223;2026-07-23\|66.27\|-0.73\|67.78\|68.18\|64.51\|47131;2026-07-24\|66.26\|-0.02\|64.50\|68.32\|64.40\|51357;2026-07-27\|66.80\|0.81\|65.78\|67.53\|63.50\|54478;2026-07-28\|64.35\|-3.67\|65.10\|70.30\|63.66\|73734;2026-07-29\|62.68\|-2.60\|64.50\|64.72\|58.70\|85915;2026-07-30\|58.00\|-7.47\|61.70\|62.50\|58.00\|64346;2026-07-31\|60.43\|4.19\|63.03\|66.22\|60.20\|79761;2026-08-03\|59.42\|-1.67\|59.71\|61.45\|59.11\|49048;2026-08-04\|65.65\|10.48\|60.01\|66.44\|59.82\|75030;2026-08-05\|67.88\|3.40\|65.03\|68.66\|65.01\|72933;2026-08-06\|69.15\|1.87\|66.60\|69.88\|66.00\|59636;2026-08-07\|70.38\|1.78\|68.99\|70.96\|68.48\|57626;2026-08-10\|69.87\|-0.72\|70.72\|70.79\|68.10\|46194;2026-08-11\|69.78\|-0.13\|69.00\|72.90\|67.81\|53791;2026-08-12\|70.91\|1.62\|70.90\|72.36\|70.27\|46987;2026-08-13\|68.17\|-3.86\|72.00\|72.20\|68.11\|47331;2026-08-14\|72.19\|5.90\|68.95\|72.20\|68.49\|66882;2026-08-17\|74.50\|3.20\|71.99\|74.86\|71.41\|68906;2026-08-18\|74.92\|0.56\|73.79\|75.69\|72.00\|61650;2026-08-19\|68.75\|-8.24\|72.11\|73.40\|68.28\|75227;2026-08-20\|68.85\|0.15\|71.00\|71.14\|67.91\|36166;2026-08-21\|68.15\|-1.02\|68.76\|69.36\|66.76\|39710;2026-08-24\|69.02\|1.28\|68.15\|69.59\|66.30\|44864;2026-08-25\|66.02\|-4.35\|68.10\|68.11\|64.00\|51190;2026-08-26\|66.74\|1.09\|67.58\|68.20\|65.20\|44430;2026-08-27\|69.12\|3.57\|66.99\|70.20\|66.00\|57698;2026-08-28\|68.08\|-1.50\|68.68\|71.30\|68.06\|51855;2026-08-31\|69.95\|2.75\|66.58\|70.38\|66.10\|41147;2026-09-01\|65.68\|-6.10\|69.90\|69.90\|65.20\|62923;2026-09-02\|64.92\|-1.16\|64.50\|65.43\|63.60\|31569;2026-09-03\|65.60\|1.05\|65.89\|66.52\|64.01\|31767;2026-09-04\|63.35\|-3.43\|66.15\|67.10\|62.80\|39931;2026-09-07\|65.50\|3.39\|63.74\|66.33\|63.74\|37163;2026-09-08\|64.54\|-1.47\|65.40\|66.38\|64.01\|35870;2026-09-09\|66.28\|2.70\|65.00\|67.83\|64.83\|52163;2026-09-10\|65.62\|-1.00\|65.43\|66.90\|65.04\|31344;2026-09-11\|63.70\|-2.93\|64.80\|64.80\|61.83\|45145;2026-09-14\|66.13\|3.81\|62.66\|67.23\|62.26\|45720
116770		VLCC运力扩张+一季报增长行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年4月28日公告，公司油运业务实施灵活航线调整、运力动态调配，确保运输顺畅；据2025年年报，公司为全球船型最齐全的油轮船东，油轮运力规模世界第一。 2、据2026年5月20日公告，董事会批准公司期租租入4艘VLCC，租期内租金约27亿元；据2026年5月27日公告，公司向海南海能增资10.18亿元用于支付投资建造6艘VLCC和3艘阿芙拉型原油轮的节点款。 3、据2026年4月28日公告，公司2026年第一季度实现归母净利润21.73亿元，同比增长206.74%。	全球船型最齐全的油轮船东，油轮船队规模全球排名第一，子公司大连海能拟5.98亿元收购上海液化气100%股权	2026-05-11\|22.38\|-4.44\|23.00\|23.00\|21.74\|888746;2026-05-12\|22.15\|-1.03\|22.22\|22.90\|22.05\|473653;2026-05-13\|22.45\|1.35\|22.05\|22.82\|22.05\|531678;2026-05-14\|22.81\|1.60\|22.10\|23.46\|21.81\|897153;2026-05-15\|21.87\|-4.12\|22.60\|23.00\|21.62\|617325;2026-05-18\|21.48\|-1.78\|21.41\|21.70\|20.82\|524196;2026-05-19\|21.69\|0.98\|21.80\|22.22\|21.46\|442408;2026-05-20\|22.64\|4.38\|21.49\|22.80\|21.49\|575624;2026-05-21\|22.62\|-0.09\|22.63\|23.85\|22.47\|811558;2026-05-22\|22.80\|0.80\|23.20\|23.20\|22.26\|599608;2026-05-25\|21.88\|-4.04\|23.10\|23.99\|21.83\|978163;2026-05-26\|21.23\|-2.97\|21.57\|22.00\|20.62\|767966;2026-05-27\|20.30\|-4.38\|21.16\|21.38\|20.00\|700519;2026-05-28\|19.85\|-2.22\|20.10\|20.29\|19.74\|503465;2026-05-29\|19.48\|-1.86\|19.64\|19.95\|19.25\|670406;2026-06-01\|18.80\|-3.49\|19.66\|19.68\|18.68\|645040;2026-06-02\|18.55\|-1.33\|18.98\|19.00\|18.15\|678512;2026-06-03\|17.94\|-3.29\|18.44\|18.50\|17.75\|681441;2026-06-04\|17.70\|-1.34\|17.90\|18.20\|17.59\|609975;2026-06-05\|17.59\|-0.62\|17.99\|18.00\|17.29\|590650;2026-06-08\|16.75\|-4.78\|17.51\|17.75\|16.72\|612500;2026-06-09\|16.81\|0.36\|16.92\|17.01\|16.43\|519300;2026-06-10\|16.58\|-1.37\|16.81\|17.41\|16.37\|544143;2026-06-11\|16.65\|0.42\|16.75\|16.85\|15.99\|552432;2026-06-12\|17.50\|5.11\|16.93\|17.88\|16.93\|1089144;2026-06-15\|19.25\|10.00\|19.25\|19.25\|19.25\|171829;2026-06-16\|17.90\|-7.01\|19.77\|19.97\|17.50\|1798831;2026-06-17\|19.69\|10.00\|18.10\|19.69\|18.00\|1067794;2026-06-18\|19.30\|-1.98\|19.90\|20.10\|18.88\|1281214;2026-06-22\|20.44\|5.91\|19.15\|20.63\|18.55\|1397919;2026-06-23\|20.75\|1.52\|20.62\|21.55\|20.52\|1202664;2026-06-24\|22.83\|10.02\|21.41\|22.83\|21.22\|1264017;2026-06-25\|21.78\|-4.60\|22.51\|22.75\|21.60\|1663381;2026-06-26\|19.96\|-8.36\|20.80\|20.95\|19.73\|1073491;2026-06-29\|18.70\|-6.31\|19.38\|19.66\|18.61\|926837;2026-06-30\|17.94\|-4.06\|18.30\|18.83\|17.86\|823466;2026-07-01\|16.70\|-6.91\|17.51\|17.70\|16.60\|1060237;2026-07-02\|16.50\|-1.20\|16.70\|17.30\|16.42\|876755;2026-07-03\|17.37\|5.27\|17.32\|17.81\|17.10\|907386;2026-07-06\|17.37\|0.00\|17.97\|18.20\|17.24\|832936;2026-07-07\|16.41\|-5.53\|17.31\|17.56\|16.34\|755634;2026-07-08\|15.83\|-3.53\|16.38\|16.62\|15.82\|576953;2026-07-09\|15.93\|0.63\|16.07\|16.23\|15.57\|640581;2026-07-10\|15.77\|-1.00\|15.50\|15.97\|15.18\|606152;2026-07-13\|15.36\|-2.60\|16.00\|16.15\|15.20\|621155;2026-07-14\|15.28\|-0.52\|15.21\|15.28\|14.67\|715581;2026-07-15\|15.83\|3.60\|15.28\|16.33\|15.28\|805554;2026-07-16\|14.94\|-5.62\|15.55\|15.63\|14.80\|636168;2026-07-17\|14.21\|-2.40\|14.53\|14.68\|14.06\|571802;2026-07-20\|14.52\|2.18\|14.41\|14.86\|14.23\|761040;2026-07-21\|14.88\|2.48\|14.65\|14.89\|14.15\|734105;2026-07-22\|15.66\|5.24\|15.06\|15.84\|15.06\|879603;2026-07-23\|16.01\|2.23\|15.84\|16.03\|15.20\|659779;2026-07-24\|15.55\|-2.87\|16.12\|16.40\|15.34\|773587;2026-07-27\|15.94\|2.51\|15.52\|16.04\|15.30\|650073;2026-07-28\|15.77\|-1.07\|15.61\|15.87\|15.41\|452846;2026-07-29\|16.12\|2.22\|15.77\|16.32\|15.61\|570256;2026-07-30\|16.85\|4.53\|16.13\|17.40\|16.13\|847866;2026-07-31\|16.87\|0.12\|16.25\|16.98\|16.24\|547867;2026-08-03\|17.01\|0.83\|16.88\|17.10\|16.38\|523434;2026-08-04\|16.85\|-0.94\|17.00\|17.48\|16.75\|584744;2026-08-05\|17.87\|6.05\|16.80\|17.99\|16.30\|830321;2026-08-06\|17.46\|-2.29\|17.61\|17.89\|17.13\|622528;2026-08-07\|17.70\|1.37\|17.80\|17.88\|17.56\|449589;2026-08-10\|17.66\|-0.23\|17.55\|17.92\|17.31\|394876;2026-08-11\|16.30\|-7.70\|17.54\|17.75\|16.29\|964558;2026-08-12\|16.74\|2.70\|16.34\|16.83\|16.31\|481811;2026-08-13\|16.75\|0.06\|16.94\|17.11\|16.66\|332627;2026-08-14\|16.70\|-0.30\|16.99\|17.03\|16.45\|314409;2026-08-17\|17.70\|5.99\|16.87\|17.75\|16.75\|569443;2026-08-18\|18.00\|1.69\|17.82\|18.15\|17.65\|429233;2026-08-19\|18.32\|1.78\|18.30\|18.83\|17.92\|886388;2026-08-20\|18.31\|-0.05\|18.50\|19.23\|18.20\|907717;2026-08-21\|19.58\|6.94\|18.46\|19.69\|18.42\|1119158;2026-08-24\|19.14\|-2.25\|19.57\|19.85\|19.10\|843483;2026-08-25\|19.04\|-0.52\|19.37\|19.43\|18.73\|570147;2026-08-26\|18.57\|-2.47\|18.60\|19.15\|18.47\|549616;2026-08-27\|18.61\|0.22\|18.13\|18.70\|18.08\|499200;2026-08-28\|18.81\|1.07\|18.98\|19.10\|18.62\|455298;2026-08-31\|19.22\|2.18\|18.99\|19.35\|18.38\|749288;2026-09-01\|19.07\|-0.78\|18.96\|19.48\|18.79\|543352;2026-09-02\|18.69\|-1.99\|19.34\|19.34\|18.58\|497255;2026-09-03\|20.33\|8.77\|18.90\|20.56\|18.90\|1157180;2026-09-04\|20.34\|0.05\|20.50\|21.18\|20.20\|905509;2026-09-07\|19.75\|-2.90\|20.97\|21.05\|19.68\|684962;2026-09-08\|20.23\|2.43\|19.95\|20.45\|19.73\|582584;2026-09-09\|21.43\|5.93\|20.23\|21.62\|19.99\|1042764;2026-09-10\|21.30\|-0.61\|21.50\|21.50\|20.69\|745019;2026-09-11\|20.86\|-2.07\|21.82\|21.96\|20.61\|689811;2026-09-14\|20.90\|0.19\|21.60\|22.30\|20.77\|873075
116769		提前终止减持+VLCC运价+油气运输+央企行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年6月23日公告，持股5%以上股东中石化集团提前终止减持计划，剩余未减持股份不再减持，并重申坚定看好公司战略发展和投资价值。 2、据2026年6月18日机构调研，公司判断VLCC运费已见底回升，预计霍尔木兹海峡正式通航后运价向上跳涨概率远高于下跌，行业定价权提升且周期弱化。 3、据2026年4月25日一季报及2025年年报，公司以油气运输和干散货运输为双核心，VLCC船队规模世界第一，2026年一季度归母净利润27.63亿元同比增长219.31%；公司最终控制人为国务院国资委。	招商局集团旗下，主要从事国际原油、国际与国内干散货、国内滚装等海运业务	2026-05-11\|18.37\|-5.75\|19.00\|19.00\|17.90\|2371829;2026-05-12\|17.79\|-3.16\|18.15\|18.65\|17.70\|1303607;2026-05-13\|18.00\|1.18\|17.94\|18.45\|17.82\|1298068;2026-05-14\|18.00\|0.00\|17.71\|18.88\|17.51\|1845028;2026-05-15\|17.44\|-3.11\|17.90\|17.98\|17.26\|1177861;2026-05-18\|17.05\|-2.24\|16.65\|17.20\|16.40\|1619935;2026-05-19\|17.48\|2.52\|17.34\|17.88\|17.10\|1036724;2026-05-20\|17.73\|1.43\|17.00\|17.81\|17.00\|1214656;2026-05-21\|17.80\|0.39\|17.72\|18.89\|17.72\|1563629;2026-05-22\|18.08\|1.57\|18.20\|18.38\|17.65\|1039652;2026-05-25\|17.77\|-1.71\|18.75\|19.50\|17.65\|2010248;2026-05-26\|17.26\|-2.87\|17.72\|18.20\|16.71\|1741455;2026-05-27\|16.29\|-5.62\|17.07\|17.38\|16.10\|1520494;2026-05-28\|16.09\|-1.23\|16.19\|16.31\|15.83\|1042697;2026-05-29\|15.86\|-1.43\|16.00\|16.30\|15.56\|1085634;2026-06-01\|15.53\|-2.08\|16.05\|16.10\|15.46\|1234393;2026-06-02\|15.49\|-0.26\|15.62\|15.64\|15.00\|955035;2026-06-03\|15.13\|-2.32\|15.42\|15.43\|14.80\|1231045;2026-06-04\|14.96\|-1.12\|15.10\|15.30\|14.90\|810466;2026-06-05\|14.80\|-1.07\|15.04\|15.23\|14.67\|854314;2026-06-08\|14.14\|-4.46\|14.51\|14.86\|14.06\|1073639;2026-06-09\|14.35\|1.49\|14.15\|14.37\|13.91\|850048;2026-06-10\|14.62\|1.88\|14.31\|15.03\|14.30\|1006347;2026-06-11\|14.42\|-1.37\|14.80\|14.85\|14.00\|1036508;2026-06-12\|15.60\|8.18\|14.77\|15.86\|14.77\|1823232;2026-06-15\|17.16\|10.00\|17.16\|17.16\|17.16\|247358;2026-06-16\|16.38\|-4.55\|17.77\|17.94\|16.04\|2711703;2026-06-17\|17.10\|4.40\|16.30\|17.85\|16.30\|2038143;2026-06-18\|17.14\|0.23\|17.16\|17.49\|16.60\|1495032;2026-06-22\|18.85\|9.98\|17.20\|18.85\|17.15\|2100195;2026-06-23\|19.92\|5.68\|19.43\|20.50\|18.90\|2214815;2026-06-24\|21.91\|9.99\|20.71\|21.91\|20.45\|1067081;2026-06-25\|21.60\|-1.41\|21.00\|22.16\|20.88\|2476956;2026-06-26\|19.56\|-9.44\|20.57\|21.10\|19.44\|2348643;2026-06-29\|18.26\|-6.65\|18.97\|19.49\|18.19\|1928151;2026-06-30\|17.57\|-3.78\|17.98\|18.50\|17.30\|1580902;2026-07-01\|16.87\|-3.98\|17.22\|17.82\|16.71\|1586753;2026-07-02\|16.53\|-2.02\|16.94\|17.42\|16.41\|1396563;2026-07-03\|17.00\|2.84\|17.46\|18.17\|16.88\|1516942;2026-07-06\|17.68\|4.00\|17.93\|18.25\|17.38\|1968773;2026-07-07\|16.20\|-8.37\|17.51\|17.92\|16.14\|1579996;2026-07-08\|15.55\|-4.01\|16.30\|16.65\|15.48\|1378711;2026-07-09\|16.10\|3.54\|15.73\|16.35\|15.67\|1194348;2026-07-10\|15.47\|-2.40\|15.50\|15.90\|15.34\|956801;2026-07-13\|14.83\|-4.14\|15.56\|15.56\|14.67\|1081245;2026-07-14\|15.04\|1.42\|14.60\|15.04\|14.43\|1003165;2026-07-15\|15.26\|1.46\|15.20\|15.92\|15.09\|1216505;2026-07-16\|14.16\|-7.21\|14.94\|14.96\|14.10\|1262490;2026-07-17\|13.91\|-1.77\|14.10\|14.34\|13.81\|1009076;2026-07-20\|14.29\|2.73\|14.13\|14.36\|13.86\|1202267;2026-07-21\|14.72\|3.01\|14.30\|14.79\|13.86\|1087636;2026-07-22\|15.76\|7.07\|14.73\|15.79\|14.72\|1295192;2026-07-23\|15.87\|0.70\|15.65\|16.18\|14.97\|1210772;2026-07-24\|15.70\|-1.07\|16.00\|16.25\|15.47\|1033285;2026-07-27\|15.90\|1.27\|15.35\|16.05\|15.28\|779199;2026-07-28\|16.19\|1.82\|15.60\|16.23\|15.34\|1072144;2026-07-29\|16.29\|0.62\|15.92\|16.49\|15.78\|931123;2026-07-30\|16.47\|1.10\|16.23\|16.98\|16.16\|1054546;2026-07-31\|16.79\|1.94\|16.00\|16.96\|15.88\|944905;2026-08-03\|17.03\|1.43\|16.94\|17.11\|16.44\|818354;2026-08-04\|16.78\|-1.47\|16.99\|17.70\|16.53\|1143376;2026-08-05\|18.10\|7.87\|16.76\|18.22\|16.10\|1568286;2026-08-06\|17.88\|-1.22\|17.95\|18.08\|17.45\|987956;2026-08-07\|17.98\|0.56\|18.15\|18.50\|17.90\|792838;2026-08-10\|18.18\|1.11\|17.95\|18.39\|17.62\|699968;2026-08-11\|16.48\|-9.35\|17.88\|18.28\|16.43\|1659283;2026-08-12\|17.02\|3.28\|16.66\|17.19\|16.47\|1047235;2026-08-13\|17.13\|0.65\|17.20\|17.36\|16.89\|756162;2026-08-14\|17.05\|-0.47\|17.32\|17.50\|16.81\|517833;2026-08-17\|17.89\|4.93\|17.35\|17.91\|17.02\|877316;2026-08-18\|17.98\|0.50\|17.84\|18.26\|17.70\|693100;2026-08-19\|18.60\|3.45\|18.30\|18.91\|17.81\|1568098;2026-08-20\|18.46\|-0.75\|18.58\|19.50\|18.24\|1537753;2026-08-21\|19.78\|7.15\|18.49\|20.10\|18.49\|1936049;2026-08-24\|19.00\|-3.94\|19.76\|19.93\|18.90\|1381736;2026-08-25\|18.83\|-0.89\|19.32\|19.40\|18.63\|914453;2026-08-26\|18.38\|-2.39\|18.42\|19.00\|18.00\|992763;2026-08-27\|18.62\|1.31\|17.80\|18.68\|17.80\|902383;2026-08-28\|18.98\|1.93\|19.00\|19.30\|18.82\|864362;2026-08-31\|18.75\|-1.21\|18.98\|19.29\|18.31\|1091434;2026-09-01\|18.39\|-1.92\|18.57\|18.92\|18.29\|768603;2026-09-02\|17.81\|-3.15\|18.70\|18.70\|17.79\|912575;2026-09-03\|19.30\|8.37\|18.17\|19.49\|18.16\|1467636;2026-09-04\|19.20\|-0.52\|19.40\|19.90\|19.03\|961057;2026-09-07\|18.69\|-2.66\|19.70\|20.05\|18.53\|1238189;2026-09-08\|19.08\|2.09\|18.89\|19.20\|18.50\|913468;2026-09-09\|20.99\|10.01\|19.08\|20.99\|19.00\|1903480;2026-09-10\|20.58\|-1.95\|21.41\|21.45\|19.88\|2151176;2026-09-11\|20.00\|-2.82\|21.46\|21.70\|19.58\|1640271;2026-09-14\|20.00\|0.00\|20.55\|21.52\|19.85\|2107875
116768		光伏支架+光热发电+业绩说明会 1、据2026年4月17日年报，公司是全球领先的光伏支架系统解决方案制造商与服务商，2024年跟踪系统出货量位居全球第二，在印度、中东、亚太等核心海外市场保持领先地位。 2、据2026年6月18日互动易，公司近期召开了2025年年度及2026年第一季度业绩说明会，及时传递经营动态和长期价值，同时加强内部经营管控，努力改善盈利基本面。 3、据公司官网，公司天聚跟踪系统是光热一体化的有效解决方案，实现聚光、吸热、储换热及发电系统一体可持续稳定调节性发电。	光伏支架系统解决方案提供商	2026-05-11\|39.62\|1.23\|38.75\|40.69\|38.75\|52526;2026-05-12\|39.14\|-1.21\|40.20\|40.20\|38.61\|52395;2026-05-13\|39.43\|0.74\|38.62\|40.15\|38.60\|41230;2026-05-14\|38.90\|-1.34\|39.59\|40.08\|38.82\|45451;2026-05-15\|38.11\|-2.03\|38.78\|38.96\|37.20\|51876;2026-05-18\|37.71\|-1.05\|38.00\|39.08\|37.51\|44588;2026-05-19\|38.39\|1.80\|37.71\|38.63\|37.21\|39221;2026-05-20\|39.94\|4.04\|38.10\|40.62\|37.70\|71129;2026-05-21\|37.35\|-6.48\|39.94\|40.22\|37.29\|64193;2026-05-22\|38.77\|3.80\|37.55\|39.70\|37.42\|76188;2026-05-25\|37.75\|-2.63\|39.03\|39.03\|37.26\|40553;2026-05-26\|37.61\|-0.37\|37.51\|38.39\|37.03\|41319;2026-05-27\|37.84\|0.61\|37.61\|39.24\|37.58\|56470;2026-05-28\|37.19\|-1.72\|37.36\|37.95\|36.20\|44990;2026-05-29\|35.19\|-5.38\|37.19\|37.19\|34.92\|50713;2026-06-01\|34.74\|-1.28\|35.14\|35.88\|34.62\|36549;2026-06-02\|33.12\|-4.66\|34.94\|34.94\|32.88\|52919;2026-06-03\|32.33\|-2.39\|32.83\|33.31\|32.04\|42461;2026-06-04\|31.98\|-1.08\|32.06\|32.45\|31.40\|32507;2026-06-05\|31.80\|-0.56\|31.91\|32.81\|30.62\|64914;2026-06-08\|29.80\|-6.29\|30.97\|31.44\|29.36\|54561;2026-06-09\|30.13\|1.11\|30.05\|30.48\|29.61\|35276;2026-06-10\|29.80\|-1.10\|29.70\|30.24\|28.60\|49669;2026-06-11\|29.12\|-2.28\|29.85\|29.87\|28.88\|34243;2026-06-12\|30.34\|4.19\|29.41\|30.99\|28.92\|69591;2026-06-15\|30.53\|0.63\|30.36\|31.25\|30.08\|52914;2026-06-16\|31.14\|2.00\|30.59\|31.28\|29.92\|44288;2026-06-17\|30.50\|-2.06\|30.97\|31.59\|30.34\|39333;2026-06-18\|30.18\|-1.05\|30.64\|30.84\|29.95\|33030;2026-06-22\|29.93\|-0.83\|30.01\|30.21\|28.81\|47140;2026-06-23\|29.35\|-1.94\|29.93\|30.49\|29.13\|37638;2026-06-24\|33.17\|13.02\|29.90\|35.22\|29.72\|194193;2026-06-25\|35.33\|6.51\|32.60\|36.15\|32.33\|167424;2026-06-26\|32.58\|-7.78\|35.00\|35.28\|32.58\|96916;2026-06-29\|32.85\|0.83\|32.52\|33.36\|31.74\|78034;2026-06-30\|32.15\|-2.13\|32.57\|34.04\|31.52\|78757;2026-07-01\|31.63\|-1.62\|31.77\|32.38\|30.12\|79585;2026-07-02\|30.09\|-4.87\|31.28\|31.87\|30.06\|63079;2026-07-03\|29.97\|-0.40\|30.12\|30.45\|29.80\|41695;2026-07-06\|28.70\|-4.24\|30.00\|30.17\|28.68\|48205;2026-07-07\|27.20\|-5.23\|28.99\|28.99\|27.20\|52679;2026-07-08\|26.57\|-2.32\|27.20\|27.42\|26.36\|38917;2026-07-09\|26.18\|-1.47\|26.78\|26.98\|25.80\|39997;2026-07-10\|27.44\|4.81\|26.06\|28.05\|25.92\|60267;2026-07-13\|25.43\|-7.33\|27.21\|27.49\|25.25\|49188;2026-07-14\|25.11\|-1.26\|25.44\|25.67\|24.70\|42076;2026-07-15\|25.79\|2.71\|25.00\|26.10\|25.00\|38459;2026-07-16\|25.89\|0.39\|25.79\|26.20\|25.21\|33523;2026-07-17\|24.70\|-4.60\|25.89\|26.09\|24.70\|36083;2026-07-20\|24.44\|-1.05\|24.79\|25.28\|23.68\|49204;2026-07-21\|24.65\|0.86\|24.28\|24.78\|23.90\|49813;2026-07-22\|24.65\|0.00\|24.41\|25.35\|24.31\|48332;2026-07-23\|25.30\|2.64\|24.66\|25.35\|24.39\|44806;2026-07-24\|24.00\|-5.14\|25.21\|25.38\|24.00\|35584;2026-07-27\|25.46\|6.08\|23.83\|25.78\|23.83\|51999;2026-07-28\|25.67\|0.82\|25.22\|25.87\|24.95\|40678;2026-07-29\|25.98\|1.21\|25.70\|26.26\|25.25\|40726;2026-07-30\|26.50\|2.00\|25.80\|26.75\|25.79\|44031;2026-07-31\|27.02\|1.96\|26.45\|27.34\|26.33\|48879;2026-08-03\|28.00\|3.63\|27.39\|28.05\|27.03\|34878;2026-08-04\|27.46\|-1.93\|27.94\|28.19\|27.40\|35391;2026-08-05\|27.55\|0.33\|27.66\|27.99\|27.12\|43873;2026-08-06\|26.97\|-2.11\|27.58\|27.66\|26.60\|41219;2026-08-07\|27.20\|0.85\|27.02\|27.57\|26.75\|37419;2026-08-10\|27.21\|0.04\|27.20\|27.63\|26.87\|30158;2026-08-11\|26.94\|-0.99\|26.90\|27.26\|26.60\|20897;2026-08-12\|27.40\|1.71\|26.81\|27.69\|26.81\|27128;2026-08-13\|26.53\|-3.18\|27.40\|27.41\|26.46\|31940;2026-08-14\|26.08\|-1.70\|26.70\|26.70\|25.80\|28130;2026-08-17\|26.62\|2.07\|26.18\|26.72\|25.93\|30736;2026-08-18\|26.28\|-1.28\|26.71\|26.71\|26.08\|25477;2026-08-19\|24.95\|-5.06\|25.96\|26.28\|24.80\|39643;2026-08-20\|25.66\|2.85\|25.45\|25.90\|24.98\|38441;2026-08-21\|25.48\|-0.70\|25.47\|25.95\|25.17\|23363;2026-08-24\|24.90\|-2.28\|25.48\|26.19\|24.70\|27467;2026-08-25\|24.82\|-0.32\|24.91\|25.14\|24.47\|23881;2026-08-26\|24.95\|0.52\|24.92\|25.38\|24.85\|24580;2026-08-27\|24.78\|-0.68\|24.97\|24.97\|24.11\|26573;2026-08-28\|26.50\|6.94\|24.91\|26.70\|24.55\|77783;2026-08-31\|24.09\|-9.09\|24.98\|25.15\|23.19\|107254;2026-09-01\|24.49\|1.66\|23.98\|24.59\|23.77\|64525;2026-09-02\|23.45\|-4.25\|24.78\|24.78\|23.43\|49508;2026-09-03\|23.51\|0.26\|23.52\|23.86\|23.19\|29551;2026-09-04\|23.86\|1.49\|23.55\|24.41\|23.55\|43025;2026-09-07\|23.75\|-0.46\|23.86\|24.08\|23.66\|35877;2026-09-08\|23.66\|-0.38\|23.75\|23.99\|23.45\|22102;2026-09-09\|22.91\|-3.17\|23.64\|23.75\|22.85\|39526;2026-09-10\|22.59\|-1.40\|22.86\|23.05\|22.50\|29272;2026-09-11\|22.13\|-2.04\|22.58\|22.58\|21.78\|39018;2026-09-14\|22.26\|0.59\|22.04\|22.53\|21.95\|24217
116767		AI服务器电源+功率半导体测试+氢能测试系统行业原因： 1、据华泰证券5月7日研报，北美数据中心缺电延续，配网侧，ABB、伊顿业绩会均强调1Q26数据中心订单需求实现三位数增长。 2、招商证券5月5日研报指出，全球电网老化和能源结构转型驱动电网投资高增长，叠加新兴市场电力基建缺口突出，出口逻辑强化，电网设备盈利确定性提升。公司原因： 1、据2026年4月30日互动易，公司服务器电源测试产品已小批量交付，2026年该板块开局良好，并积极推进国产替代。 2、据2026年4月30日互动易，公司中标国电南瑞IGBT检测订单，并看好电网投资带动功率半导体检测需求。 3、据2026年4月24日年报，公司氢能测试系统覆盖电解槽500W-5MW及燃料电池全技术路线，处于行业领先。	国内高端测试装备龙头；公司中标国电南瑞IGBT检测订单，并看好电网投资带动功率半导体检测需求	2026-05-11\|60.46\|20.01\|52.68\|60.46\|52.68\|86455;2026-05-12\|62.40\|3.21\|62.30\|63.50\|60.31\|101945;2026-05-13\|68.18\|9.26\|64.08\|70.50\|62.99\|87835;2026-05-14\|69.23\|1.54\|66.31\|74.00\|65.29\|89468;2026-05-15\|68.69\|-0.78\|69.45\|74.77\|68.50\|88201;2026-05-18\|66.09\|-3.79\|66.00\|68.20\|62.65\|93695;2026-05-19\|70.08\|6.04\|67.66\|74.00\|67.66\|81720;2026-05-20\|68.27\|-2.58\|71.34\|71.50\|66.50\|61209;2026-05-21\|63.55\|-6.91\|67.99\|68.94\|63.08\|49829;2026-05-22\|67.01\|5.44\|65.00\|67.96\|62.51\|56382;2026-05-25\|71.92\|7.33\|69.19\|75.99\|68.00\|58675;2026-05-26\|66.30\|-7.81\|71.42\|74.83\|66.18\|68258;2026-05-27\|71.81\|8.31\|70.00\|78.50\|70.00\|76158;2026-05-28\|72.10\|0.40\|69.40\|76.97\|69.40\|74961;2026-05-29\|68.00\|-5.69\|72.26\|73.80\|67.33\|63051;2026-06-01\|66.60\|-2.06\|68.63\|72.10\|66.60\|60710;2026-06-02\|66.20\|-0.60\|66.72\|67.63\|59.02\|50413;2026-06-03\|68.00\|2.72\|66.10\|72.30\|66.10\|44270;2026-06-04\|73.10\|7.50\|68.11\|74.46\|66.41\|53399;2026-06-05\|54.08\|-3.82\|57.00\|57.11\|53.20\|59505;2026-06-08\|58.70\|8.54\|49.34\|63.81\|49.25\|107674;2026-06-09\|67.50\|14.99\|59.06\|68.33\|58.82\|98046;2026-06-10\|63.79\|-5.50\|64.00\|68.15\|63.34\|70348;2026-06-11\|59.17\|-7.24\|64.20\|64.20\|58.17\|54928;2026-06-12\|58.60\|-0.96\|62.41\|63.36\|57.00\|74350;2026-06-15\|62.44\|6.55\|58.23\|62.78\|58.23\|59619;2026-06-16\|70.94\|13.61\|62.29\|71.85\|61.18\|69978;2026-06-17\|77.20\|8.82\|71.50\|80.33\|71.50\|77479;2026-06-18\|70.00\|-9.33\|75.24\|76.11\|69.00\|103244;2026-06-22\|68.64\|-1.94\|70.92\|72.50\|66.78\|70354;2026-06-23\|67.10\|-2.24\|68.95\|69.99\|64.55\|58778;2026-06-24\|76.00\|13.26\|66.88\|77.17\|66.88\|96346;2026-06-25\|75.82\|-0.24\|76.14\|76.14\|71.60\|60898;2026-06-26\|73.17\|-3.50\|75.88\|80.00\|70.32\|68998;2026-06-29\|67.99\|-7.08\|72.51\|74.79\|65.65\|69167;2026-06-30\|70.27\|3.35\|67.32\|70.95\|65.09\|50970;2026-07-01\|67.15\|-4.44\|69.06\|70.00\|65.00\|52974;2026-07-02\|61.39\|-8.58\|65.00\|66.88\|60.80\|47199;2026-07-03\|58.23\|-5.15\|61.30\|61.57\|57.50\|42732;2026-07-06\|58.23\|0.00\|57.17\|60.60\|56.37\|44602;2026-07-07\|55.99\|-3.85\|60.90\|61.00\|55.80\|34768;2026-07-08\|54.18\|-3.23\|56.99\|57.30\|52.30\|34388;2026-07-09\|54.50\|0.59\|52.00\|55.54\|50.96\|46439;2026-07-10\|54.30\|-0.37\|55.41\|58.95\|54.30\|42271;2026-07-13\|48.06\|-11.49\|52.00\|54.94\|47.80\|45213;2026-07-14\|50.52\|5.12\|47.80\|51.12\|46.66\|36256;2026-07-15\|48.77\|-3.46\|51.00\|51.28\|48.36\|26001;2026-07-16\|44.66\|-8.43\|48.00\|49.08\|44.40\|30706;2026-07-17\|38.87\|-12.96\|45.24\|45.37\|38.15\|39659;2026-07-20\|35.28\|-9.24\|39.54\|40.84\|33.55\|51205;2026-07-21\|39.58\|12.19\|36.00\|39.80\|32.08\|65920;2026-07-22\|39.09\|-1.24\|39.50\|40.60\|38.58\|35346;2026-07-23\|39.79\|1.79\|39.09\|41.48\|39.08\|26444;2026-07-24\|38.66\|-2.84\|39.61\|40.16\|38.00\|21901;2026-07-27\|39.60\|2.43\|39.00\|40.36\|38.15\|20912;2026-07-28\|36.50\|-7.83\|39.00\|39.65\|36.10\|22321;2026-07-29\|35.77\|-2.00\|36.77\|36.88\|34.16\|26778;2026-07-30\|32.60\|-8.86\|35.66\|36.15\|31.80\|31197;2026-07-31\|34.30\|5.21\|34.98\|36.99\|34.24\|34876;2026-08-03\|32.72\|-4.61\|34.49\|34.51\|32.05\|41970;2026-08-04\|35.05\|7.12\|33.37\|35.40\|32.70\|32590;2026-08-05\|38.10\|8.70\|35.75\|39.53\|34.58\|44309;2026-08-06\|38.92\|2.15\|37.92\|39.43\|37.29\|33723;2026-08-07\|40.10\|3.03\|39.41\|40.42\|37.76\|35183;2026-08-10\|39.18\|-2.29\|41.20\|43.00\|38.36\|33441;2026-08-11\|39.10\|-0.20\|39.39\|40.27\|38.38\|30505;2026-08-12\|40.74\|4.19\|39.37\|41.37\|39.00\|30299;2026-08-13\|41.69\|2.33\|40.99\|45.00\|40.50\|50254;2026-08-14\|42.20\|1.22\|42.11\|42.85\|41.25\|40518;2026-08-17\|43.31\|2.63\|42.20\|43.38\|41.50\|33166;2026-08-18\|42.62\|-1.59\|43.43\|44.18\|41.50\|40824;2026-08-19\|38.21\|-10.35\|41.50\|42.12\|38.00\|43047;2026-08-20\|38.98\|2.02\|38.87\|39.88\|38.23\|28620;2026-08-21\|40.30\|3.39\|38.50\|41.39\|38.11\|25354;2026-08-24\|38.05\|-5.58\|39.38\|40.48\|37.00\|33277;2026-08-25\|38.41\|0.95\|37.21\|38.85\|36.10\|31735;2026-08-26\|37.87\|-1.41\|39.17\|39.17\|36.60\|27357;2026-08-27\|40.15\|6.02\|37.90\|40.28\|37.50\|28759;2026-08-28\|42.44\|5.70\|40.02\|43.44\|39.50\|55989;2026-08-31\|41.32\|-2.64\|41.34\|43.34\|40.11\|66173;2026-09-01\|37.45\|-9.37\|40.96\|41.27\|37.37\|67193;2026-09-02\|36.56\|-2.38\|36.71\|37.35\|36.03\|49303;2026-09-03\|38.00\|3.94\|36.52\|38.99\|36.10\|48577;2026-09-04\|36.88\|-2.95\|38.03\|38.85\|36.43\|36900;2026-09-07\|38.58\|4.61\|37.53\|39.02\|36.88\|39345;2026-09-08\|38.95\|0.96\|38.61\|39.20\|37.50\|34361;2026-09-09\|38.38\|-1.46\|38.80\|39.71\|38.03\|26381;2026-09-10\|38.65\|0.70\|38.10\|39.70\|37.15\|38136;2026-09-11\|38.33\|-0.83\|38.01\|39.88\|36.54\|46736;2026-09-14\|39.00\|1.75\|38.22\|39.29\|37.03\|34617

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