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
110697	芝商所将推出算力期货市场	算力合同+公路养护+机器人行业原因： 1、据期货日报5月13日报道，CME集团携手Silicon Data宣布年内推出全球首个算力期货，GPU费率指数化交易落地在即。 2、国家数据局最新披露3月我国日均Token调用量突破140万亿，同比激增千倍。公司原因： 1、据2025年12月25日公告，公司与控股股东北京中科信控签订2678万元算力集群集成建设合同，为济南超级云计算中心提供GPU高性能计算集群及配套服务，2026年重点推进该合同收入落地。 2、据2025年度报告，公司2025年公路养护设备制造业务收入2.97亿元，同比增40.81%，占营收90.87%，就地热再生机组销量国内居首，处于行业龙头地位。 3、据公司官微，2025年12月展示工业级智能除雪机器人，集成环境感知、路径规划、自适应作业技术，可无人作业，底盘可搭载多种机具实现一机多用。	公司与北京中科信控签订2678万元算力集群集成建设合同，为济南超级云计算中心提供GPU高性能计算集群及配套服务	2026-03-10\|9.45\|0.75\|9.46\|9.58\|9.31\|88818;2026-03-11\|9.32\|-1.38\|9.45\|9.58\|9.31\|68209;2026-03-12\|9.10\|-2.36\|9.30\|9.35\|9.09\|60762;2026-03-13\|8.99\|-1.21\|9.11\|9.23\|8.96\|53738;2026-03-16\|9.08\|1.00\|9.00\|9.10\|8.92\|44869;2026-03-17\|8.81\|-2.97\|9.12\|9.16\|8.81\|70529;2026-03-18\|9.07\|2.95\|8.85\|9.09\|8.84\|56473;2026-03-19\|8.96\|-1.21\|8.97\|9.22\|8.91\|84719;2026-03-20\|8.57\|-4.35\|9.00\|9.04\|8.55\|92982;2026-03-23\|8.10\|-5.48\|8.32\|8.46\|8.01\|100092;2026-03-24\|8.26\|1.98\|8.30\|8.34\|8.04\|53125;2026-03-25\|8.55\|3.51\|8.32\|8.62\|8.30\|61866;2026-03-26\|8.40\|-1.75\|8.55\|8.65\|8.35\|54515;2026-03-27\|8.51\|1.31\|8.36\|8.79\|8.32\|94234;2026-03-30\|8.52\|0.12\|8.37\|8.58\|8.37\|55998;2026-03-31\|8.39\|-1.53\|8.53\|8.62\|8.35\|48016;2026-04-01\|8.56\|2.03\|8.56\|8.63\|8.48\|51654;2026-04-02\|8.30\|-3.04\|8.56\|8.56\|8.26\|54249;2026-04-03\|9.18\|10.60\|8.37\|9.71\|8.25\|245065;2026-04-07\|8.99\|-2.07\|9.11\|9.26\|8.90\|120875;2026-04-08\|9.21\|2.45\|8.98\|9.23\|8.98\|127003;2026-04-09\|9.38\|1.85\|9.19\|9.56\|9.10\|167948;2026-04-10\|9.22\|-1.71\|9.34\|9.37\|9.18\|107817;2026-04-13\|9.03\|-2.06\|9.09\|9.19\|8.96\|73110;2026-04-14\|9.07\|0.44\|9.14\|9.21\|8.99\|78220;2026-04-15\|9.30\|2.54\|9.06\|9.31\|8.96\|108426;2026-04-16\|9.72\|4.52\|9.24\|9.85\|9.07\|240050;2026-04-17\|9.58\|-1.44\|9.59\|9.85\|9.54\|137375;2026-04-20\|9.50\|-0.84\|9.50\|9.65\|9.45\|95294;2026-04-21\|9.51\|0.11\|9.55\|9.66\|9.42\|84443;2026-04-22\|9.44\|-0.74\|9.51\|9.60\|9.40\|81586;2026-04-23\|9.11\|-3.50\|9.20\|9.34\|9.00\|142342;2026-04-24\|9.04\|-0.77\|9.09\|9.15\|8.92\|77574;2026-04-27\|9.06\|0.22\|9.02\|9.08\|8.92\|57842;2026-04-28\|9.22\|1.77\|9.10\|9.23\|8.94\|86919;2026-04-29\|9.73\|5.53\|9.46\|10.06\|9.30\|208107;2026-04-30\|10.80\|11.00\|9.79\|10.95\|9.70\|411547;2026-05-06\|10.39\|-3.80\|11.00\|11.20\|10.30\|369029;2026-05-07\|10.39\|0.00\|10.30\|10.60\|10.27\|190147;2026-05-08\|10.12\|-2.60\|10.30\|10.44\|10.03\|198002;2026-05-11\|10.29\|1.68\|10.31\|10.70\|10.19\|185671;2026-05-12\|10.04\|-2.43\|10.20\|10.28\|9.97\|121906;2026-05-13\|12.05\|20.02\|10.04\|12.05\|9.96\|1053089;2026-05-14\|12.02\|-0.25\|11.71\|12.42\|11.61\|907694;2026-05-15\|11.25\|-6.41\|11.90\|12.12\|11.12\|543318;2026-05-18\|11.50\|2.22\|11.46\|11.88\|10.99\|411031;2026-05-19\|12.00\|4.35\|11.39\|12.42\|11.31\|564141;2026-05-20\|12.46\|3.83\|12.01\|12.55\|11.86\|504342;2026-05-21\|11.89\|-4.57\|12.35\|12.54\|11.77\|361776;2026-05-22\|12.08\|1.60\|12.08\|12.29\|11.77\|279836;2026-05-25\|11.25\|-6.87\|12.00\|12.03\|11.13\|349414;2026-05-26\|10.77\|-4.27\|11.24\|11.25\|10.67\|236284;2026-05-27\|11.03\|2.41\|10.68\|11.57\|10.38\|395701;2026-05-28\|11.61\|5.26\|10.96\|11.94\|10.90\|383309;2026-05-29\|11.36\|-2.15\|11.56\|11.87\|11.28\|233614;2026-06-01\|11.60\|2.11\|11.26\|11.99\|11.26\|255604;2026-06-02\|11.09\|-4.40\|11.53\|11.62\|11.03\|208346;2026-06-03\|10.92\|-1.53\|11.05\|11.32\|10.78\|179648;2026-06-04\|10.64\|-2.56\|10.82\|11.03\|10.60\|149074;2026-06-05\|10.50\|-1.32\|10.60\|10.81\|10.26\|190195;2026-06-08\|10.06\|-4.19\|10.13\|10.39\|9.97\|158666;2026-06-09\|10.12\|0.60\|10.20\|10.37\|9.97\|133863;2026-06-10\|9.78\|-3.36\|10.09\|10.28\|9.63\|161570;2026-06-11\|9.55\|-2.35\|9.66\|9.77\|9.42\|129032;2026-06-12\|9.76\|2.20\|9.70\|10.19\|9.54\|177272;2026-06-15\|9.72\|-0.41\|9.71\|9.86\|9.60\|133223;2026-06-16\|9.57\|-1.54\|9.67\|9.68\|9.38\|136891;2026-06-17\|9.65\|0.84\|9.50\|9.84\|9.34\|147137;2026-06-18\|9.48\|-1.76\|9.70\|9.70\|9.37\|125904;2026-06-22\|9.36\|-1.27\|9.49\|9.63\|9.04\|164889;2026-06-23\|9.53\|1.82\|9.30\|9.97\|9.26\|186011;2026-06-24\|9.25\|-2.94\|9.46\|9.56\|9.06\|158976;2026-06-25\|8.84\|-4.43\|9.30\|9.30\|8.79\|154231;2026-06-26\|8.86\|0.23\|8.79\|9.05\|8.56\|145880;2026-06-29\|8.73\|-1.47\|8.72\|8.92\|8.44\|134097;2026-06-30\|8.48\|-2.86\|8.68\|8.75\|8.40\|144945;2026-07-01\|8.81\|3.89\|8.44\|8.91\|8.38\|139281;2026-07-02\|8.64\|-1.93\|8.68\|8.98\|8.53\|126064;2026-07-03\|8.90\|3.01\|8.65\|9.04\|8.56\|123172;2026-07-06\|8.39\|-5.73\|8.82\|8.97\|8.32\|145108;2026-07-07\|8.44\|0.60\|8.33\|8.75\|8.28\|100147;2026-07-08\|8.45\|0.12\|8.49\|8.64\|8.18\|104909;2026-07-09\|8.45\|0.00\|8.41\|8.48\|8.17\|97639;2026-07-10\|8.78\|3.91\|8.40\|8.94\|8.29\|147959;2026-07-13\|8.14\|-7.29\|8.71\|8.75\|8.12\|152994;2026-07-14\|8.23\|1.11\|8.13\|8.28\|8.06\|71566;2026-07-15\|8.37\|1.70\|8.13\|8.72\|8.11\|89746;2026-07-16\|8.68\|3.70\|8.27\|9.02\|8.26\|141512;2026-07-17\|8.50\|-2.07\|8.70\|8.92\|8.34\|122578
110696	芝商所将推出算力期货市场	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-03-10\|129.27\|7.11\|123.20\|130.00\|123.20\|181289;2026-03-11\|125.76\|-2.72\|129.17\|132.39\|125.58\|161837;2026-03-12\|120.50\|-4.18\|125.99\|127.55\|117.71\|174503;2026-03-13\|117.64\|-2.37\|118.50\|119.85\|115.50\|112692;2026-03-16\|117.38\|-0.22\|117.78\|117.99\|112.51\|124609;2026-03-17\|107.75\|-8.20\|119.50\|119.55\|106.23\|243651;2026-03-18\|109.98\|2.07\|108.00\|110.57\|106.26\|128022;2026-03-19\|104.06\|-5.38\|106.50\|108.00\|103.53\|172575;2026-03-20\|103.73\|-0.32\|105.50\|106.18\|102.60\|130089;2026-03-23\|96.84\|-6.64\|100.00\|102.29\|96.40\|173016;2026-03-24\|98.89\|2.12\|99.00\|99.26\|95.70\|126715;2026-03-25\|103.10\|4.26\|101.31\|105.00\|101.31\|163832;2026-03-26\|100.27\|-2.74\|102.61\|103.56\|99.83\|92742;2026-03-27\|101.25\|0.98\|99.00\|102.88\|98.07\|92828;2026-03-30\|100.45\|-0.79\|99.80\|101.39\|98.07\|91360;2026-03-31\|97.20\|-3.24\|100.46\|100.61\|96.08\|113178;2026-04-01\|102.57\|5.52\|100.88\|102.88\|99.30\|135671;2026-04-02\|96.40\|-6.02\|100.70\|101.80\|95.50\|176983;2026-04-03\|94.57\|-1.90\|97.74\|98.29\|94.56\|110174;2026-04-07\|93.79\|-0.82\|95.50\|96.16\|93.63\|114902;2026-04-08\|102.50\|9.29\|97.85\|102.95\|97.50\|174136;2026-04-09\|102.57\|0.07\|101.10\|105.92\|101.10\|156136;2026-04-10\|105.11\|2.48\|103.49\|108.00\|103.00\|191689;2026-04-13\|104.45\|-0.63\|103.61\|105.78\|102.30\|149080;2026-04-14\|108.67\|4.04\|106.86\|110.82\|104.46\|217066;2026-04-15\|105.59\|-2.83\|111.51\|112.30\|104.42\|200175;2026-04-16\|104.53\|-1.00\|105.59\|106.80\|104.04\|175041;2026-04-17\|106.13\|1.53\|104.53\|108.00\|102.73\|204247;2026-04-20\|112.05\|5.58\|106.12\|114.60\|105.30\|283956;2026-04-21\|107.46\|-4.10\|108.88\|109.00\|105.50\|238668;2026-04-22\|108.37\|0.85\|106.20\|109.41\|105.00\|251763;2026-04-23\|106.46\|-1.76\|109.49\|110.10\|103.87\|206304;2026-04-24\|104.54\|-1.80\|105.14\|107.71\|104.31\|174686;2026-04-27\|108.04\|3.35\|104.00\|109.87\|103.80\|226837;2026-04-28\|105.10\|-2.72\|107.50\|108.50\|104.50\|143243;2026-04-29\|115.61\|10.00\|110.00\|115.61\|109.50\|227312;2026-04-30\|120.21\|3.98\|121.39\|124.57\|118.22\|384842;2026-05-06\|120.33\|0.10\|122.50\|123.00\|119.39\|307180;2026-05-07\|123.00\|2.22\|123.00\|123.87\|119.76\|225505;2026-05-08\|122.70\|-0.24\|121.60\|124.10\|119.51\|191003;2026-05-11\|125.00\|1.87\|123.55\|126.88\|122.00\|234522;2026-05-12\|125.33\|0.26\|126.66\|127.00\|122.78\|188560;2026-05-13\|137.86\|10.00\|124.42\|137.86\|123.80\|286103;2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|172.16\|8.49\|159.75\|174.56\|157.00\|514516;2026-07-15\|168.63\|-2.05\|167.67\|176.53\|165.03\|454815;2026-07-16\|151.77\|-10.00\|156.55\|159.55\|151.77\|346676;2026-07-17\|136.59\|-10.00\|143.43\|146.43\|136.59\|270983
110695	芝商所将推出算力期货市场	发电机组+数据中心+山东国资 1、据2026年5月15日互动易，公司发电机组产品性能优异，数据中心柴发供应周期已超12个月，供应持续紧张，公司正全面开拓互联网客户并加深与运营商及头部互联网企业合作。 2、据2025年年度报告，公司陆用发电机组在数据中心领域销量、收入显著增长，已获三大运营商集采准入并突破头部互联网企业，2025年归母净利2.40亿元，同比增长65.75%。 3、公司最终控制人为山东省国资委，主营船用中速柴油机及发电机组，船机业务已构建“LNG+甲醇+生物燃料”多元技术体系。	公司陆用发电机组在数据中心、油气田设备等细分领域销量、收入显著增长，已获三大运营商及头部互联网企业集采	2026-03-10\|32.47\|-0.52\|32.87\|33.20\|32.02\|201888;2026-03-11\|31.83\|-1.97\|32.30\|32.70\|31.74\|188361;2026-03-12\|30.59\|-3.90\|31.70\|31.83\|30.32\|209905;2026-03-13\|29.27\|-4.32\|30.34\|30.34\|29.05\|196511;2026-03-16\|28.23\|-3.55\|29.28\|29.40\|27.72\|247124;2026-03-17\|27.96\|-0.96\|28.54\|28.88\|27.90\|162370;2026-03-18\|28.49\|1.90\|28.15\|28.57\|27.78\|133576;2026-03-19\|27.77\|-2.53\|28.00\|28.26\|27.60\|115056;2026-03-20\|26.81\|-3.46\|28.09\|28.10\|26.77\|131431;2026-03-23\|25.65\|-4.33\|26.36\|26.96\|25.48\|161327;2026-03-24\|26.45\|3.12\|26.20\|26.48\|25.60\|142722;2026-03-25\|27.14\|2.61\|26.58\|27.48\|26.58\|134232;2026-03-26\|26.75\|-1.44\|27.20\|27.80\|26.59\|144457;2026-03-27\|26.86\|0.41\|26.50\|27.08\|26.31\|107348;2026-03-30\|26.96\|0.37\|26.38\|26.99\|26.30\|95887;2026-03-31\|26.46\|-1.85\|27.00\|27.19\|26.45\|95250;2026-04-01\|27.19\|2.76\|26.99\|27.27\|26.86\|141297;2026-04-02\|26.57\|-2.28\|27.00\|27.03\|26.34\|101989;2026-04-03\|25.76\|-3.05\|26.58\|26.75\|25.70\|97576;2026-04-07\|25.98\|0.85\|25.81\|26.26\|25.76\|77419;2026-04-08\|27.67\|6.50\|26.73\|27.67\|26.73\|177802;2026-04-09\|27.25\|-1.52\|27.38\|27.57\|27.11\|116542;2026-04-10\|27.59\|1.25\|27.55\|28.15\|27.55\|144627;2026-04-13\|27.59\|0.00\|27.39\|27.85\|27.13\|98568;2026-04-14\|27.92\|1.20\|28.01\|28.15\|27.70\|123834;2026-04-15\|27.72\|-0.72\|28.10\|28.25\|27.61\|131845;2026-04-16\|28.29\|2.06\|27.80\|28.45\|27.71\|155778;2026-04-17\|28.31\|0.07\|28.11\|28.47\|27.74\|148213;2026-04-20\|31.14\|10.00\|28.17\|31.14\|28.08\|430077;2026-04-21\|31.58\|1.41\|31.14\|32.16\|30.83\|504195;2026-04-22\|32.10\|1.65\|31.43\|32.40\|30.49\|351559;2026-04-23\|31.55\|-1.71\|32.88\|33.00\|31.33\|311882;2026-04-24\|30.43\|-3.55\|31.21\|31.23\|30.04\|204325;2026-04-27\|30.16\|-0.89\|30.64\|30.64\|30.08\|151112;2026-04-28\|28.92\|-4.11\|29.94\|29.99\|28.66\|198422;2026-04-29\|28.57\|-1.21\|28.80\|28.88\|28.28\|170595;2026-04-30\|30.90\|8.16\|30.49\|31.35\|30.05\|420012;2026-05-06\|31.46\|1.81\|30.90\|31.99\|30.89\|278291;2026-05-07\|30.93\|-1.68\|31.33\|31.37\|30.81\|193842;2026-05-08\|30.00\|-3.01\|30.63\|30.63\|29.88\|188859;2026-05-11\|29.71\|-0.97\|30.30\|30.51\|29.60\|172177;2026-05-12\|29.12\|-1.99\|29.75\|29.88\|28.82\|168229;2026-05-13\|32.03\|9.99\|30.00\|32.03\|29.50\|356720;2026-05-14\|32.43\|1.25\|32.50\|33.17\|31.44\|639373;2026-05-15\|32.48\|0.15\|32.34\|32.95\|31.25\|442433;2026-05-18\|31.35\|-3.48\|32.16\|32.83\|31.10\|315701;2026-05-19\|32.20\|2.71\|31.70\|32.99\|31.08\|349258;2026-05-20\|35.42\|10.00\|34.50\|35.42\|34.50\|198703;2026-05-21\|34.21\|-3.42\|37.00\|37.13\|33.89\|624181;2026-05-22\|33.85\|-1.05\|34.06\|34.69\|32.82\|470008;2026-05-25\|33.86\|0.03\|34.20\|35.68\|32.85\|471555;2026-05-26\|33.31\|-1.62\|33.80\|34.69\|32.50\|346343;2026-05-27\|32.22\|-3.27\|32.47\|33.93\|31.65\|338130;2026-05-28\|31.82\|-1.24\|31.80\|32.95\|31.67\|275335;2026-05-29\|30.08\|-5.47\|31.81\|31.98\|29.70\|314146;2026-06-01\|29.38\|-2.33\|30.05\|30.57\|29.35\|198405;2026-06-02\|28.21\|-3.98\|29.38\|29.41\|27.65\|222210;2026-06-03\|27.96\|-0.89\|28.10\|28.59\|27.60\|187348;2026-06-04\|28.18\|0.79\|27.60\|28.68\|27.50\|188401;2026-06-05\|26.90\|-4.54\|28.10\|28.10\|26.90\|232985;2026-06-08\|25.79\|-4.13\|25.90\|26.85\|25.49\|201096;2026-06-09\|26.21\|1.63\|26.18\|26.21\|25.55\|132142;2026-06-10\|24.73\|-5.65\|25.90\|26.15\|24.59\|180259;2026-06-11\|24.00\|-2.95\|24.58\|24.59\|23.81\|153279;2026-06-12\|24.50\|2.08\|24.42\|25.13\|24.17\|153784;2026-06-15\|25.23\|2.98\|24.80\|25.23\|24.60\|149634;2026-06-16\|25.46\|0.91\|25.23\|25.55\|24.73\|138243;2026-06-17\|25.60\|0.55\|25.55\|26.10\|25.21\|140953;2026-06-18\|25.71\|0.43\|25.45\|26.00\|25.30\|129783;2026-06-22\|26.29\|2.26\|28.00\|28.28\|26.00\|392945;2026-06-23\|24.51\|-6.77\|25.70\|25.70\|24.51\|236719;2026-06-24\|24.66\|0.61\|24.56\|24.69\|24.10\|126704;2026-06-25\|24.08\|-2.35\|24.42\|24.62\|23.91\|131949;2026-06-26\|22.50\|-6.56\|23.83\|24.07\|22.48\|181339;2026-06-29\|21.98\|-2.31\|22.40\|22.40\|21.73\|143701;2026-06-30\|23.01\|4.69\|22.20\|23.11\|21.91\|135627;2026-07-01\|22.98\|-0.13\|23.29\|23.53\|22.88\|122021;2026-07-02\|22.57\|-1.78\|22.80\|23.00\|22.48\|99156;2026-07-03\|23.17\|2.66\|22.73\|23.36\|22.63\|117086;2026-07-06\|24.05\|3.80\|23.20\|24.69\|22.91\|210672;2026-07-07\|22.92\|-4.70\|23.80\|24.17\|22.90\|126180;2026-07-08\|22.60\|-1.40\|22.92\|22.98\|22.27\|90689;2026-07-09\|22.71\|0.49\|22.68\|22.75\|21.76\|109332;2026-07-10\|24.18\|6.47\|22.60\|24.98\|22.39\|389921;2026-07-13\|22.90\|-5.29\|24.00\|24.34\|22.88\|211979;2026-07-14\|22.66\|-1.05\|22.99\|23.21\|21.47\|159272;2026-07-15\|22.95\|1.28\|22.49\|23.39\|22.22\|125606;2026-07-16\|22.16\|-3.44\|22.57\|23.01\|22.10\|102697;2026-07-17\|20.81\|-6.09\|22.29\|22.39\|20.79\|132146
110694	芝商所将推出算力期货市场	数据中心变压器+北美订单+海外产能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年4月30日投资者关系活动记录表，北美数据中心变压器需求快速增长，油浸式、干式变压器在手订单充足，预计2026年该区域收入继续高增。 2、据2025年年度报告，公司2025年数据中心变压器收入2.4亿元，同比增59%，产品已批量出口美国、日本、马来西亚等。 3、据2026年3月11日对外投资公告，泰国、墨西哥、美国工厂陆续投产，全部面向北美EPC及储能客户，海外产能加速释放。	1、公司配合客户开发应用在数据中心供电系统巴拿马电源的移相变压器已有两三年，该产品是跟客户一起研发完成的。公司的工业控制用变压器主要应用领域包括数据中心等设备的配套； 2、公司能源产品包括新能源变压器（光伏升压变压器+光伏电感）和工业控制用变压器	2026-03-10\|48.14\|-0.29\|48.39\|48.77\|46.74\|177586;2026-03-11\|45.54\|-5.40\|48.31\|48.47\|44.65\|400354;2026-03-12\|41.22\|-9.49\|44.73\|44.73\|41.08\|379892;2026-03-13\|40.81\|-0.99\|40.01\|42.09\|39.64\|213297;2026-03-16\|39.39\|-3.48\|40.00\|40.45\|38.20\|238099;2026-03-17\|37.50\|-4.80\|39.44\|39.80\|37.40\|216934;2026-03-18\|38.37\|2.32\|37.50\|38.64\|37.23\|183288;2026-03-19\|36.81\|-4.07\|37.58\|37.87\|36.50\|150620;2026-03-20\|35.93\|-2.39\|37.15\|37.50\|35.90\|126634;2026-03-23\|34.87\|-2.95\|35.73\|36.97\|34.55\|170237;2026-03-24\|36.27\|4.01\|35.60\|36.33\|34.88\|154267;2026-03-25\|37.04\|2.12\|36.89\|38.00\|36.66\|151437;2026-03-26\|37.40\|0.97\|37.03\|38.12\|36.87\|161504;2026-03-27\|37.68\|0.75\|36.90\|38.18\|36.67\|140272;2026-03-30\|37.59\|-0.24\|37.21\|38.37\|36.50\|163170;2026-03-31\|35.30\|-6.09\|36.02\|37.14\|35.20\|224332;2026-04-01\|36.13\|2.35\|36.72\|36.78\|35.47\|145909;2026-04-02\|34.37\|-4.87\|36.00\|36.18\|34.13\|170548;2026-04-03\|34.42\|0.15\|34.51\|35.55\|34.42\|125443;2026-04-07\|34.13\|-0.84\|34.78\|35.50\|34.06\|93675;2026-04-08\|37.24\|9.11\|35.42\|37.40\|35.42\|211775;2026-04-09\|37.65\|1.10\|36.77\|38.26\|36.77\|166486;2026-04-10\|39.75\|5.58\|38.00\|40.68\|37.72\|301629;2026-04-13\|37.80\|-4.91\|39.27\|39.42\|37.10\|291017;2026-04-14\|38.98\|3.12\|38.04\|39.72\|37.81\|251904;2026-04-15\|38.58\|-1.03\|39.16\|40.28\|38.35\|197174;2026-04-16\|39.82\|3.21\|39.45\|40.20\|37.53\|206438;2026-04-17\|39.74\|-0.20\|39.61\|40.58\|39.27\|180798;2026-04-20\|39.84\|0.25\|39.70\|40.10\|38.77\|182609;2026-04-21\|39.17\|-1.68\|40.00\|40.23\|39.06\|133837;2026-04-22\|41.70\|6.46\|39.00\|42.17\|38.50\|293056;2026-04-23\|41.11\|-1.41\|41.80\|43.50\|39.98\|284384;2026-04-24\|41.87\|1.85\|41.84\|43.19\|40.88\|279524;2026-04-27\|41.06\|-1.93\|42.26\|42.29\|40.85\|221771;2026-04-28\|41.04\|-0.05\|40.70\|41.81\|40.30\|151029;2026-04-29\|40.61\|-1.05\|41.04\|41.44\|40.10\|169337;2026-04-30\|39.54\|-2.63\|40.60\|40.78\|39.00\|214707;2026-05-06\|41.32\|4.50\|40.27\|41.38\|39.98\|223573;2026-05-07\|42.68\|3.29\|41.40\|42.94\|41.40\|233443;2026-05-08\|42.26\|-0.98\|42.10\|42.86\|41.70\|184140;2026-05-11\|41.75\|-1.21\|42.57\|42.66\|41.54\|213707;2026-05-12\|41.39\|-0.86\|41.76\|43.15\|41.10\|232699;2026-05-13\|45.53\|10.00\|40.85\|45.53\|40.60\|429358;2026-05-14\|44.24\|-2.83\|46.00\|46.00\|43.40\|320415;2026-05-15\|42.31\|-4.36\|44.03\|44.11\|41.68\|281644;2026-05-18\|42.83\|1.23\|41.89\|43.93\|41.68\|265417;2026-05-19\|44.15\|3.08\|42.52\|44.28\|41.70\|299070;2026-05-20\|44.91\|1.72\|43.38\|45.00\|42.58\|360450;2026-05-21\|40.99\|-8.73\|44.87\|45.48\|40.88\|365339;2026-05-22\|40.46\|-1.29\|40.99\|41.73\|38.68\|345672;2026-05-25\|42.63\|5.36\|40.46\|43.40\|38.40\|461402;2026-05-26\|44.19\|3.66\|41.80\|44.56\|41.35\|440218;2026-05-27\|45.60\|3.19\|44.00\|47.20\|44.00\|508994;2026-05-28\|47.27\|3.66\|46.50\|47.73\|44.90\|332523;2026-05-29\|42.54\|-10.01\|47.60\|48.77\|42.54\|378087;2026-06-01\|41.52\|-2.40\|42.54\|44.06\|41.09\|300082;2026-06-02\|40.20\|-3.18\|41.20\|41.55\|39.00\|253099;2026-06-03\|38.89\|-3.26\|39.98\|40.96\|38.33\|339456;2026-06-04\|38.80\|-0.23\|38.76\|39.93\|38.16\|196756;2026-06-05\|37.52\|-2.80\|38.90\|38.90\|36.36\|243529;2026-06-08\|35.03\|-6.64\|36.10\|36.90\|34.65\|217337;2026-06-09\|36.70\|4.77\|35.64\|36.88\|34.94\|207309;2026-06-10\|33.81\|-7.87\|36.01\|36.46\|33.60\|285823;2026-06-11\|34.10\|0.86\|33.56\|34.58\|33.00\|206405;2026-06-12\|34.12\|0.06\|34.79\|35.43\|33.50\|220587;2026-06-15\|36.65\|7.42\|34.60\|36.77\|34.32\|254984;2026-06-16\|37.56\|2.48\|36.63\|37.86\|36.19\|267312;2026-06-17\|36.90\|-1.76\|37.60\|38.30\|36.60\|223842;2026-06-18\|36.41\|-1.33\|36.84\|37.59\|36.08\|229396;2026-06-22\|37.02\|1.68\|37.08\|37.42\|35.93\|249707;2026-06-23\|34.05\|-8.02\|36.95\|36.95\|33.83\|284434;2026-06-24\|33.97\|-0.23\|33.90\|34.33\|32.39\|221939;2026-06-25\|33.20\|-2.27\|33.98\|34.20\|33.00\|212513;2026-06-26\|31.89\|-3.95\|33.48\|34.97\|31.83\|231968;2026-06-29\|31.01\|-2.76\|31.89\|32.45\|30.66\|205210;2026-06-30\|32.80\|5.77\|31.00\|33.81\|30.69\|223763;2026-07-01\|31.27\|-4.66\|32.82\|33.03\|31.06\|229790;2026-07-02\|29.60\|-5.34\|30.80\|31.34\|29.50\|206480;2026-07-03\|29.65\|0.17\|29.72\|30.38\|29.38\|161539;2026-07-06\|31.48\|6.17\|30.25\|32.62\|30.25\|344218;2026-07-07\|31.16\|-1.02\|31.39\|32.89\|31.10\|302902;2026-07-08\|28.61\|-8.18\|31.02\|31.27\|28.52\|263103;2026-07-09\|28.88\|0.94\|28.68\|29.20\|27.41\|230154;2026-07-10\|28.72\|-0.55\|28.62\|29.97\|28.51\|180113;2026-07-13\|26.43\|-7.97\|28.71\|28.99\|26.36\|190319;2026-07-14\|26.95\|1.97\|26.25\|27.00\|25.56\|168285;2026-07-15\|25.81\|-4.23\|26.76\|27.25\|25.68\|133410;2026-07-16\|24.88\|-3.60\|25.30\|25.96\|24.76\|162959;2026-07-17\|23.30\|-6.35\|24.80\|24.90\|23.08\|218351
110693	芝商所将推出算力期货市场	鸿海“提前供货”英伟达全光CPO机柜+AI服务器行业原因： 5月13日，据新华财经援引美媒报道，英伟达首席执行官黄仁勋将作为临时增加的人员，随美国总统特朗普一同访华。公司原因： 1、据财闻援引台媒报道，市场传出，鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台。 2、据2026年4月17日投资者关系活动记录表，CPO全光交换机样机已投产，800G及以上交换机出货量同比增1.6倍、环比增46%。 3、据2026年4月29日一季报，云计算收入同比增1倍，AI GPU机柜出货量同比增3.8倍，AI ASIC服务器出货量同比增3.2倍。	消息称鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台	2026-03-10\|54.36\|2.97\|53.63\|54.38\|53.40\|1173851;2026-03-11\|53.89\|-0.86\|54.70\|54.99\|53.60\|1220073;2026-03-12\|52.54\|-2.51\|53.90\|54.78\|52.22\|1410061;2026-03-13\|52.49\|-0.10\|52.02\|53.17\|52.01\|941798;2026-03-16\|52.70\|0.40\|52.18\|52.74\|51.50\|1010045;2026-03-17\|50.90\|-3.42\|52.99\|53.18\|50.87\|1319376;2026-03-18\|52.06\|2.28\|51.30\|52.14\|50.85\|1174776;2026-03-19\|50.46\|-3.07\|51.00\|51.29\|50.20\|1056018;2026-03-20\|50.30\|-0.32\|50.98\|52.45\|50.21\|1544521;2026-03-23\|47.60\|-5.37\|48.95\|49.09\|47.35\|1370951;2026-03-24\|48.84\|2.60\|48.57\|48.88\|47.49\|1107629;2026-03-25\|50.31\|3.01\|49.39\|51.00\|49.02\|1264703;2026-03-26\|49.74\|-1.13\|50.00\|51.50\|49.57\|1072890;2026-03-27\|49.53\|-0.42\|48.63\|49.90\|48.40\|784645;2026-03-30\|49.27\|-0.52\|48.46\|49.29\|48.33\|662624;2026-03-31\|51.46\|4.44\|49.00\|52.85\|48.53\|2386740;2026-04-01\|53.32\|3.61\|53.00\|53.50\|51.47\|2154300;2026-04-02\|52.00\|-2.48\|52.66\|54.45\|51.75\|1571751;2026-04-03\|52.18\|0.35\|52.60\|53.18\|52.00\|1045401;2026-04-07\|52.58\|0.77\|52.98\|54.00\|52.00\|1205864;2026-04-08\|56.61\|7.66\|54.16\|56.61\|53.38\|2517587;2026-04-09\|55.02\|-2.81\|55.00\|55.81\|54.80\|1553887;2026-04-10\|56.52\|2.73\|55.60\|57.27\|55.33\|1909441;2026-04-13\|55.70\|-1.45\|56.00\|56.55\|55.40\|1357149;2026-04-14\|58.92\|5.78\|56.47\|59.29\|56.13\|2549507;2026-04-15\|57.82\|-1.87\|59.36\|59.97\|57.20\|1973741;2026-04-16\|59.32\|2.59\|57.99\|59.99\|57.40\|1805236;2026-04-17\|60.97\|2.78\|59.60\|61.20\|58.98\|1878179;2026-04-20\|61.51\|0.89\|61.89\|63.33\|61.01\|2131508;2026-04-21\|61.41\|-0.16\|60.97\|61.50\|59.87\|1392037;2026-04-22\|66.89\|8.92\|61.19\|67.55\|61.03\|3160832;2026-04-23\|67.92\|1.54\|66.98\|69.10\|66.66\|2777453;2026-04-24\|65.01\|-4.28\|66.57\|67.21\|63.67\|2646640;2026-04-27\|67.25\|3.45\|66.01\|68.00\|65.38\|2358367;2026-04-28\|68.20\|1.41\|67.25\|68.99\|66.92\|2371396;2026-04-29\|66.26\|-2.84\|67.77\|67.77\|64.00\|2823039;2026-04-30\|62.88\|-5.10\|65.90\|66.20\|62.71\|2924075;2026-05-06\|63.08\|0.32\|63.28\|63.88\|61.74\|2652838;2026-05-07\|64.18\|1.74\|64.09\|64.59\|63.00\|2103300;2026-05-08\|63.28\|-1.40\|63.00\|64.20\|62.77\|1620171;2026-05-11\|65.85\|4.06\|64.20\|65.87\|63.00\|2724029;2026-05-12\|64.40\|-2.20\|65.87\|65.90\|63.23\|2135259;2026-05-13\|70.84\|10.00\|64.10\|70.84\|63.86\|4073570;2026-05-14\|68.60\|-3.16\|74.00\|74.00\|67.28\|4017452;2026-05-15\|67.62\|-1.43\|69.50\|71.76\|67.37\|3425679;2026-05-18\|68.98\|2.01\|65.88\|70.23\|64.95\|2518482;2026-05-19\|68.56\|-0.61\|68.30\|69.04\|66.40\|1914640;2026-05-20\|68.15\|-0.60\|68.20\|68.49\|66.50\|2102607;2026-05-21\|65.50\|-3.89\|69.20\|69.50\|65.00\|2096550;2026-05-22\|67.16\|2.53\|66.11\|67.66\|64.50\|1947455;2026-05-25\|70.30\|4.68\|68.00\|70.50\|67.30\|2659917;2026-05-26\|69.98\|-0.46\|69.86\|70.80\|68.00\|2189253;2026-05-27\|70.08\|0.14\|69.90\|73.74\|69.69\|2892366;2026-05-28\|75.00\|7.02\|70.00\|76.28\|68.89\|3616913;2026-05-29\|73.40\|-2.13\|78.75\|79.63\|73.10\|3593584;2026-06-01\|73.75\|0.48\|75.20\|76.50\|72.19\|3013251;2026-06-02\|80.01\|8.49\|75.00\|81.11\|73.85\|3778912;2026-06-03\|81.05\|1.30\|79.95\|84.95\|78.43\|3866136;2026-06-04\|78.55\|-3.08\|80.00\|80.86\|77.35\|2805857;2026-06-05\|74.06\|-5.72\|77.50\|78.21\|73.10\|2616486;2026-06-08\|70.48\|-4.83\|69.99\|73.30\|69.34\|1973161;2026-06-09\|74.74\|6.04\|71.99\|74.88\|70.88\|2025786;2026-06-10\|71.13\|-4.83\|72.90\|73.50\|70.25\|1464118;2026-06-11\|69.52\|-2.26\|69.82\|71.55\|68.20\|1484767;2026-06-12\|70.13\|0.88\|71.94\|72.26\|70.00\|1465028;2026-06-15\|73.40\|4.66\|71.47\|73.40\|70.48\|1626218;2026-06-16\|72.90\|-0.68\|73.40\|74.99\|72.50\|1741995;2026-06-17\|72.64\|-0.36\|71.70\|72.83\|71.00\|1654286;2026-06-18\|78.08\|7.49\|72.00\|79.90\|71.95\|4249682;2026-06-22\|78.88\|1.02\|78.08\|79.41\|75.80\|2989520;2026-06-23\|74.10\|-6.06\|78.88\|78.89\|73.70\|2416537;2026-06-24\|76.78\|3.62\|73.00\|76.99\|73.00\|2147290;2026-06-25\|76.99\|0.27\|77.59\|77.70\|74.85\|1961813;2026-06-26\|70.22\|-8.79\|75.00\|75.00\|70.00\|2623513;2026-06-29\|69.61\|-0.87\|69.30\|71.46\|66.50\|1964970;2026-06-30\|72.15\|3.65\|69.56\|72.96\|69.18\|1637706;2026-07-01\|70.00\|-2.98\|73.00\|73.88\|69.50\|1629668;2026-07-02\|64.02\|-8.54\|67.46\|67.47\|63.63\|1935914;2026-07-03\|64.72\|1.09\|63.50\|66.22\|62.99\|1301297;2026-07-06\|63.59\|-1.75\|65.77\|66.00\|61.50\|1231123;2026-07-07\|63.78\|0.30\|63.17\|64.65\|62.50\|958989;2026-07-08\|66.01\|3.50\|65.00\|67.57\|64.32\|1803771;2026-07-09\|69.53\|5.33\|66.61\|69.66\|65.61\|1736829;2026-07-10\|66.27\|-4.69\|71.00\|71.00\|66.20\|2082384;2026-07-13\|63.08\|-4.81\|65.30\|66.16\|62.50\|1264134;2026-07-14\|65.60\|3.99\|62.90\|65.75\|62.08\|1422285;2026-07-15\|63.62\|-3.02\|65.88\|65.99\|63.50\|917560;2026-07-16\|63.02\|-0.94\|62.35\|64.94\|61.46\|982867;2026-07-17\|57.59\|-8.62\|62.02\|62.44\|56.82\|1549042
110692	芝商所将推出算力期货市场	算力租赁+IDC转型+央企入主行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月21日年报，公司已完成向IDC全产业链服务商转型，2025年IDC业务收入占比98%，依托“产、建、投、维”一体化优势，连续中标中国移动扬州、中国电信江北仪征、内蒙古呼和浩特等智算中心项目，锁定长期算力订单。 2、据2026年4月28日公告，谢晓东等与中电智算签署表决权放弃补充协议，拟通过定增引入央企中电智算成为控股股东，国务院国资委将成实控人，事项仍在推进。 3、据2026年3月12日投资者关系记录表，公司现有上海联通周浦、扬州移动B01-B03楼栋等项目已交付运营，3649个机柜满负荷上架，并储备太仓、临港等“东数西算”节点资源，形成差异化算力服务能力。	1、公司为上海电信客户字节提供定制化数据中心服务，合计实现计费销售18兆瓦； 2、子公司香江科技主营IDC相关设备和解决方案、IDC系统集成以及IDC运营管理和增值服务业务，与华为签署全面合作协议。 3、实际控制人将由谢晓东及其一致行动人卢静芳变更为国务院国有资产监督管理委员会	2026-03-10\|17.36\|1.88\|17.26\|17.48\|16.96\|402001;2026-03-11\|17.81\|2.59\|17.18\|18.07\|17.11\|479532;2026-03-12\|17.79\|-0.11\|17.65\|18.25\|17.53\|438343;2026-03-13\|16.70\|-6.13\|17.57\|17.69\|16.62\|372847;2026-03-16\|17.83\|6.77\|16.83\|18.37\|16.45\|461938;2026-03-17\|17.06\|-4.32\|18.00\|18.08\|17.06\|284654;2026-03-18\|17.65\|3.46\|17.39\|17.76\|17.11\|356291;2026-03-19\|17.50\|-0.85\|17.15\|18.00\|17.11\|419520;2026-03-20\|16.40\|-6.29\|17.48\|17.51\|16.39\|392759;2026-03-23\|15.40\|-6.10\|15.82\|16.32\|15.27\|291717;2026-03-24\|16.28\|5.71\|15.79\|16.34\|15.20\|348331;2026-03-25\|16.73\|2.76\|16.22\|17.09\|16.22\|256064;2026-03-26\|15.92\|-4.84\|16.63\|16.69\|15.86\|228679;2026-03-27\|15.86\|-0.38\|15.78\|16.04\|15.52\|169364;2026-03-30\|16.17\|1.95\|15.51\|16.32\|15.08\|242252;2026-03-31\|15.96\|-1.30\|16.14\|17.06\|15.96\|250800;2026-04-01\|16.27\|1.94\|16.30\|16.62\|16.05\|207022;2026-04-02\|15.41\|-5.29\|16.11\|16.11\|15.27\|242018;2026-04-03\|15.48\|0.45\|15.50\|15.79\|15.15\|182373;2026-04-07\|15.12\|-2.33\|15.38\|15.49\|14.98\|166243;2026-04-08\|16.29\|7.74\|15.50\|16.31\|15.50\|328481;2026-04-09\|15.95\|-2.09\|16.10\|16.36\|15.90\|145388;2026-04-10\|15.66\|-1.82\|16.17\|16.22\|15.65\|164119;2026-04-13\|15.97\|1.98\|15.50\|16.15\|15.45\|167183;2026-04-14\|16.40\|2.69\|16.26\|16.61\|16.16\|208993;2026-04-15\|16.40\|0.00\|16.50\|16.62\|16.27\|167058;2026-04-16\|17.01\|3.72\|16.48\|17.16\|16.41\|257183;2026-04-17\|16.88\|-0.76\|16.85\|17.19\|16.77\|161146;2026-04-20\|16.62\|-1.54\|16.94\|16.94\|16.58\|166136;2026-04-21\|16.09\|-3.19\|16.62\|16.68\|16.01\|202982;2026-04-22\|16.45\|2.24\|16.01\|16.97\|15.90\|287776;2026-04-23\|16.72\|1.64\|16.40\|16.95\|16.39\|263250;2026-04-24\|16.51\|-1.26\|16.60\|16.93\|15.71\|306777;2026-04-27\|15.95\|-3.39\|16.57\|16.60\|15.55\|234200;2026-04-28\|15.84\|-0.69\|16.09\|16.50\|15.75\|213662;2026-04-29\|15.90\|0.38\|15.95\|16.42\|15.65\|244322;2026-04-30\|15.19\|-4.47\|15.53\|15.68\|15.00\|321482;2026-05-06\|15.67\|3.16\|15.35\|15.94\|15.35\|293516;2026-05-07\|15.88\|1.34\|15.76\|15.96\|15.64\|177704;2026-05-08\|15.54\|-2.14\|15.82\|15.95\|15.45\|212804;2026-05-11\|14.87\|-4.31\|15.54\|15.80\|14.79\|402473;2026-05-12\|14.26\|-4.10\|14.80\|14.80\|14.15\|250768;2026-05-13\|15.69\|10.03\|14.31\|15.69\|14.22\|373858;2026-05-14\|14.83\|-5.48\|15.72\|15.95\|14.83\|377425;2026-05-15\|14.67\|-1.08\|15.00\|15.24\|14.48\|229640;2026-05-18\|14.85\|1.23\|14.85\|15.70\|14.78\|344196;2026-05-19\|14.94\|0.61\|14.76\|15.02\|14.44\|221370;2026-05-20\|14.50\|-2.95\|14.82\|15.05\|14.40\|206023;2026-05-21\|13.80\|-4.83\|14.66\|14.66\|13.75\|278063;2026-05-22\|13.95\|1.09\|13.91\|14.09\|13.65\|128102;2026-05-25\|13.70\|-1.79\|13.91\|14.00\|13.46\|146470;2026-05-26\|13.33\|-2.70\|13.61\|13.62\|13.14\|138138;2026-05-27\|12.83\|-3.75\|13.14\|13.43\|12.76\|141511;2026-05-28\|12.78\|-0.39\|12.88\|13.03\|12.49\|139376;2026-05-29\|12.26\|-4.07\|12.90\|13.05\|12.22\|141548;2026-06-01\|12.29\|0.24\|12.26\|12.55\|12.16\|103508;2026-06-02\|12.09\|-1.63\|12.23\|12.32\|11.78\|119291;2026-06-03\|12.00\|-0.74\|12.01\|12.26\|11.86\|124280;2026-06-04\|11.90\|-0.83\|11.92\|12.30\|11.83\|102037;2026-06-05\|11.67\|-1.93\|11.88\|11.95\|11.56\|115464;2026-06-08\|11.06\|-5.23\|11.32\|11.69\|10.91\|145502;2026-06-09\|10.90\|-1.45\|11.25\|11.28\|10.81\|122825;2026-06-10\|10.95\|0.46\|10.90\|11.43\|10.80\|165458;2026-06-11\|10.46\|-4.47\|10.80\|10.89\|10.40\|136125;2026-06-12\|10.62\|1.53\|10.55\|10.75\|10.36\|151274;2026-06-15\|10.88\|2.45\|10.65\|11.02\|10.63\|124007;2026-06-16\|10.91\|0.28\|10.97\|10.99\|10.62\|120594;2026-06-17\|10.60\|-2.84\|10.80\|10.93\|10.56\|123654;2026-06-18\|10.53\|-0.66\|10.67\|10.76\|10.44\|133157;2026-06-22\|10.35\|-1.71\|10.54\|10.63\|10.16\|184284;2026-06-23\|10.20\|-1.45\|10.33\|10.52\|10.13\|150523;2026-06-24\|10.75\|5.39\|10.20\|11.08\|9.90\|361139;2026-06-25\|10.14\|-5.67\|10.67\|10.99\|10.03\|272393;2026-06-26\|9.76\|-3.75\|10.10\|10.10\|9.71\|196949;2026-06-29\|9.23\|-5.43\|9.67\|9.75\|9.22\|243285;2026-06-30\|9.34\|1.19\|9.26\|9.59\|9.06\|215076;2026-07-01\|9.68\|3.64\|9.35\|10.27\|9.25\|296852;2026-07-02\|9.55\|-1.34\|9.75\|9.97\|9.54\|214372;2026-07-03\|9.39\|-1.68\|9.61\|9.73\|9.36\|145252;2026-07-06\|9.35\|-0.43\|9.39\|9.57\|9.31\|140400;2026-07-07\|8.81\|-5.78\|9.28\|9.31\|8.77\|192464;2026-07-08\|8.90\|1.02\|8.82\|9.05\|8.75\|171780;2026-07-09\|8.86\|-0.45\|8.88\|9.01\|8.60\|153199;2026-07-10\|9.08\|2.48\|8.85\|9.49\|8.73\|255247;2026-07-13\|8.59\|-5.40\|9.04\|9.22\|8.50\|203761;2026-07-14\|8.51\|-0.93\|8.67\|8.71\|8.35\|184776;2026-07-15\|8.57\|0.71\|8.38\|8.77\|8.38\|167090;2026-07-16\|8.67\|1.17\|8.40\|8.94\|8.40\|181144;2026-07-17\|8.20\|-5.42\|8.64\|8.80\|8.11\|196057
110691	芝商所将推出算力期货市场	算力租赁+蓝宝石+扭亏行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年4月15日年报，公司2025年营收4.65亿元、同比增27.09%，归母净利1.41亿元、同比扭亏3.13亿元，主因算力综合服务收入增至2.28亿元。 2、据2025年10月10日互动易，公司算力租赁一、二、三期及“丝路新云绿色算力中心”面向大模型训练与推理，集群采用8卡GPU服务器，客户涵盖运营商、AI企业及互联网平台。 3、据2025年年报，公司“算力服务+蓝宝石”双主业并行，蓝宝石制品收入2.37亿元，算力与蓝宝石合计贡献全部营收。	公司以算力租赁 + 智算中心为 AI 词元训练 / 推理提供算力底座，还完成 AI 服务器资产代币化，深度绑定词元经济	2026-03-10\|4.15\|1.47\|4.16\|4.40\|4.10\|3125806;2026-03-11\|4.26\|2.65\|4.17\|4.37\|4.10\|2990412;2026-03-12\|4.41\|3.52\|4.27\|4.51\|4.24\|3437445;2026-03-13\|4.16\|-5.67\|4.34\|4.35\|4.14\|2642910;2026-03-16\|4.23\|1.68\|4.19\|4.28\|4.10\|1856037;2026-03-17\|4.04\|-4.49\|4.24\|4.26\|4.03\|1629390;2026-03-18\|4.44\|9.90\|4.11\|4.44\|4.10\|2416748;2026-03-19\|4.88\|9.91\|4.68\|4.88\|4.56\|2846692;2026-03-20\|4.39\|-10.04\|4.88\|4.88\|4.39\|6427274;2026-03-23\|4.36\|-0.68\|4.30\|4.61\|4.30\|4627465;2026-03-24\|4.80\|10.09\|4.42\|4.80\|4.40\|3808421;2026-03-25\|5.28\|10.00\|5.28\|5.28\|5.28\|657563;2026-03-26\|5.53\|4.73\|5.81\|5.81\|5.37\|10379676;2026-03-27\|6.08\|9.95\|5.32\|6.08\|5.13\|10417572;2026-03-30\|6.24\|2.63\|5.80\|6.47\|5.47\|9221899;2026-03-31\|5.70\|-8.65\|6.02\|6.12\|5.69\|6374117;2026-04-01\|6.27\|10.00\|5.92\|6.27\|5.80\|2643236;2026-04-02\|6.17\|-1.59\|6.27\|6.65\|6.04\|7463431;2026-04-03\|5.88\|-4.70\|6.21\|6.38\|5.76\|5446296;2026-04-07\|5.91\|0.51\|5.70\|6.15\|5.60\|5103535;2026-04-08\|6.50\|9.98\|6.18\|6.50\|6.18\|1769109;2026-04-09\|6.56\|0.92\|7.15\|7.15\|6.40\|8378695;2026-04-10\|6.30\|-3.96\|6.56\|6.83\|6.30\|5795423;2026-04-13\|6.42\|1.90\|6.01\|6.50\|6.01\|4992703;2026-04-14\|6.48\|0.93\|6.61\|6.76\|6.42\|5666638;2026-04-15\|6.23\|-3.86\|6.31\|6.55\|6.01\|4907955;2026-04-16\|6.85\|9.95\|6.25\|6.85\|6.24\|5720820;2026-04-17\|7.09\|3.50\|6.85\|7.32\|6.61\|8461098;2026-04-20\|7.16\|0.99\|7.07\|7.57\|7.07\|7028012;2026-04-21\|6.74\|-5.87\|6.89\|7.07\|6.52\|5228805;2026-04-22\|6.82\|1.19\|6.65\|6.89\|6.43\|5039140;2026-04-23\|6.56\|-3.81\|6.77\|6.78\|6.40\|4213546;2026-04-24\|5.99\|-8.69\|6.44\|6.46\|5.90\|4370152;2026-04-27\|5.81\|-3.00\|5.80\|5.91\|5.58\|3027357;2026-04-28\|5.54\|-4.65\|5.93\|5.98\|5.51\|3094829;2026-04-29\|5.55\|0.18\|5.42\|5.74\|5.30\|3200383;2026-04-30\|5.24\|-5.59\|5.58\|5.63\|5.20\|3074345;2026-05-06\|5.76\|9.92\|5.38\|5.76\|5.38\|3630676;2026-05-07\|5.91\|2.60\|5.76\|5.94\|5.71\|3796183;2026-05-08\|5.85\|-1.02\|5.86\|5.97\|5.80\|2505499;2026-05-11\|5.72\|-2.22\|5.94\|5.97\|5.66\|2598111;2026-05-12\|5.52\|-3.50\|5.67\|5.67\|5.48\|1853557;2026-05-13\|6.07\|9.96\|5.63\|6.07\|5.55\|2849358;2026-05-14\|5.83\|-3.95\|6.11\|6.33\|5.81\|4337386;2026-05-15\|5.76\|-1.20\|5.78\|6.09\|5.68\|3055189;2026-05-18\|5.84\|1.39\|5.94\|6.07\|5.79\|3289131;2026-05-19\|5.90\|1.03\|5.73\|6.00\|5.54\|2900881;2026-05-20\|5.67\|-3.90\|5.78\|5.95\|5.62\|2218427;2026-05-21\|5.21\|-8.11\|5.68\|5.73\|5.16\|2819761;2026-05-22\|5.34\|2.50\|5.21\|5.36\|5.06\|1607747;2026-05-25\|5.08\|-4.87\|5.34\|5.35\|4.94\|2285839;2026-05-26\|4.80\|-5.51\|5.00\|5.01\|4.72\|2136651;2026-05-27\|4.62\|-3.75\|4.80\|4.80\|4.57\|1585086;2026-05-28\|4.73\|2.38\|4.63\|4.89\|4.63\|1632807;2026-05-29\|4.56\|-3.59\|4.78\|4.82\|4.53\|1405711;2026-06-01\|4.56\|0.00\|4.52\|4.65\|4.45\|1047544;2026-06-02\|4.61\|1.10\|4.55\|4.65\|4.30\|1856342;2026-06-03\|4.84\|4.99\|4.90\|5.07\|4.79\|2269657;2026-06-04\|4.65\|-3.93\|4.70\|4.90\|4.60\|2184931;2026-06-05\|4.63\|-0.43\|4.59\|4.69\|4.52\|1432384;2026-06-08\|4.38\|-5.40\|4.39\|4.58\|4.30\|1324170;2026-06-09\|4.55\|3.88\|4.48\|4.55\|4.35\|1256263;2026-06-10\|4.52\|-0.66\|4.50\|4.70\|4.43\|1532919;2026-06-11\|4.38\|-3.10\|4.48\|4.49\|4.30\|1104193;2026-06-12\|4.34\|-0.91\|4.47\|4.49\|4.32\|1003851;2026-06-15\|4.52\|4.15\|4.39\|4.54\|4.39\|1197860;2026-06-16\|4.59\|1.55\|4.52\|4.61\|4.43\|1230935;2026-06-17\|4.67\|1.74\|4.56\|4.78\|4.55\|1675912;2026-06-18\|4.55\|-2.57\|4.70\|4.74\|4.49\|1264756;2026-06-22\|4.72\|3.74\|4.55\|4.85\|4.45\|2222915;2026-06-23\|4.83\|2.33\|4.67\|5.01\|4.62\|2410783;2026-06-24\|4.74\|-1.86\|4.78\|4.79\|4.50\|1893168;2026-06-25\|4.48\|-5.49\|4.68\|4.81\|4.47\|1572573;2026-06-26\|4.16\|-7.14\|4.35\|4.37\|4.10\|1686913;2026-06-29\|3.96\|-4.81\|4.12\|4.14\|3.88\|1538281;2026-06-30\|3.97\|0.25\|3.90\|4.06\|3.81\|1175283;2026-07-01\|3.99\|0.50\|3.97\|4.08\|3.91\|1225087;2026-07-02\|3.89\|-2.51\|3.92\|4.05\|3.88\|1135527;2026-07-03\|3.87\|-0.51\|3.89\|3.93\|3.85\|857592;2026-07-06\|3.67\|-5.17\|3.88\|3.89\|3.65\|1213702;2026-07-07\|3.53\|-3.81\|3.66\|3.68\|3.51\|903643;2026-07-08\|3.47\|-1.70\|3.56\|3.58\|3.43\|810622;2026-07-09\|3.56\|2.59\|3.50\|3.58\|3.40\|991899;2026-07-10\|3.67\|3.09\|3.55\|3.83\|3.51\|1412589;2026-07-13\|3.33\|-9.26\|3.65\|3.66\|3.31\|1220523;2026-07-14\|3.40\|2.10\|3.35\|3.43\|3.27\|1061799;2026-07-15\|3.39\|-0.29\|3.43\|3.51\|3.39\|876576;2026-07-16\|3.32\|-2.06\|3.39\|3.43\|3.30\|763516;2026-07-17\|3.11\|-6.33\|3.30\|3.33\|3.06\|930304
110690	芝商所将推出算力期货市场	电源类产品+磁性元器件+数据中心+储能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年4月25日年报，公司磁性元器件及电源类产品已批量配套储能、数据中心、新能源汽车及充电桩等赛道，2025年储能系统功率五年增33倍、容量增43倍，带动需求。 2、据2026年4月25日年报及2026年4月15日互动易，公司MFT隔离变压器效率97.5%–98.5%，已用于数据中心、光伏并网、储能系统，并与伊顿、比亚迪等头部客户合作。 3、据2026年4月25日一季报，公司2026Q1营收8.42亿元、归母净利3078万元，同比增69%，主因数据中心及新能源订单释放。	公司磁性元器件及电源类产品已覆盖光伏储能、数据中心、新能源汽车、充电桩等高景气赛道，并通过GE、法雷奥、比亚迪等客户认证	2026-03-10\|33.16\|2.03\|32.88\|33.48\|32.30\|286425;2026-03-11\|32.44\|-2.17\|33.15\|33.15\|32.25\|200784;2026-03-12\|31.22\|-3.76\|32.50\|32.51\|30.95\|203973;2026-03-13\|29.70\|-4.87\|30.95\|31.15\|29.22\|193434;2026-03-16\|29.33\|-1.25\|29.77\|29.95\|28.52\|136284;2026-03-17\|27.16\|-7.40\|29.50\|29.65\|27.03\|202647;2026-03-18\|27.49\|1.22\|27.21\|27.70\|26.96\|136021;2026-03-19\|26.16\|-4.84\|27.00\|27.20\|26.00\|153219;2026-03-20\|25.14\|-3.90\|26.31\|26.65\|25.11\|144194;2026-03-23\|23.62\|-6.05\|24.47\|25.05\|23.40\|155803;2026-03-24\|24.28\|2.79\|24.12\|24.29\|23.48\|111835;2026-03-25\|24.54\|1.07\|24.55\|25.09\|24.32\|121759;2026-03-26\|24.63\|0.37\|24.39\|25.36\|24.23\|183829;2026-03-27\|24.68\|0.20\|24.18\|25.28\|23.96\|118833;2026-03-30\|24.51\|-0.69\|24.20\|24.93\|24.00\|97065;2026-03-31\|23.58\|-3.79\|24.52\|24.65\|23.58\|112460;2026-04-01\|24.20\|2.63\|24.09\|24.36\|23.97\|90793;2026-04-02\|23.29\|-3.76\|24.00\|24.31\|23.03\|104675;2026-04-03\|22.89\|-1.72\|23.65\|23.65\|22.72\|81960;2026-04-07\|22.99\|0.44\|22.98\|23.28\|22.81\|66988;2026-04-08\|24.48\|6.48\|23.78\|24.50\|23.68\|128761;2026-04-09\|24.53\|0.20\|24.15\|24.83\|24.03\|105396;2026-04-10\|24.81\|1.14\|24.80\|25.15\|24.60\|119460;2026-04-13\|24.59\|-0.89\|24.45\|24.78\|24.37\|85758;2026-04-14\|27.05\|10.00\|26.90\|27.05\|26.90\|89930;2026-04-15\|26.06\|-3.66\|28.39\|28.39\|25.77\|378761;2026-04-16\|26.30\|0.92\|26.06\|26.40\|25.68\|215274;2026-04-17\|26.64\|1.29\|26.27\|26.66\|25.90\|198521;2026-04-20\|29.30\|9.98\|26.71\|29.30\|26.65\|347627;2026-04-21\|29.45\|0.51\|29.30\|29.80\|28.72\|359631;2026-04-22\|30.43\|3.33\|29.46\|30.66\|28.99\|291179;2026-04-23\|31.08\|2.14\|30.50\|33.05\|30.35\|395372;2026-04-24\|30.92\|-0.51\|31.28\|31.57\|30.15\|236935;2026-04-27\|30.18\|-2.39\|31.00\|31.66\|30.18\|233299;2026-04-28\|30.07\|-0.36\|29.95\|30.85\|29.03\|194013;2026-04-29\|30.65\|1.93\|30.28\|31.76\|29.85\|271854;2026-04-30\|31.26\|1.99\|31.21\|32.00\|30.77\|237427;2026-05-06\|33.53\|7.26\|31.16\|33.93\|31.16\|315342;2026-05-07\|36.88\|9.99\|34.09\|36.88\|33.80\|377109;2026-05-08\|37.15\|0.73\|37.02\|38.18\|35.80\|529340;2026-05-11\|39.23\|5.60\|37.52\|40.87\|36.80\|411782;2026-05-12\|38.67\|-1.43\|38.36\|39.52\|37.90\|250331;2026-05-13\|42.54\|10.01\|38.27\|42.54\|37.82\|150734;2026-05-14\|44.76\|5.22\|45.94\|46.33\|43.42\|460077;2026-05-15\|43.23\|-3.42\|45.64\|46.60\|42.00\|325783;2026-05-18\|46.15\|6.75\|44.00\|47.55\|43.60\|317242;2026-05-19\|46.20\|0.11\|45.88\|46.43\|43.80\|271174;2026-05-20\|48.00\|3.90\|46.40\|48.56\|46.38\|277425;2026-05-21\|48.83\|1.73\|49.67\|52.60\|48.42\|440305;2026-05-22\|53.71\|9.99\|50.49\|53.71\|50.01\|297901;2026-05-25\|51.00\|-5.05\|54.00\|55.80\|49.56\|419137;2026-05-26\|47.58\|-6.71\|49.25\|49.88\|47.00\|263226;2026-05-27\|48.11\|1.11\|47.58\|51.32\|46.49\|304706;2026-05-28\|48.04\|-0.15\|47.91\|49.50\|47.46\|214920;2026-05-29\|44.20\|-7.99\|49.04\|49.60\|43.41\|345814;2026-06-01\|43.38\|-1.79\|45.05\|46.61\|42.90\|237149;2026-06-02\|41.70\|-3.87\|43.55\|43.66\|41.30\|253513;2026-06-03\|42.19\|1.18\|41.80\|43.41\|41.23\|196634;2026-06-04\|43.49\|3.08\|42.00\|44.18\|41.20\|225699;2026-06-05\|41.82\|-3.84\|42.37\|43.48\|41.20\|184409;2026-06-08\|39.33\|-5.95\|40.11\|41.48\|39.05\|182859;2026-06-09\|41.82\|6.33\|40.35\|42.01\|39.81\|165958;2026-06-10\|39.36\|-5.88\|41.07\|41.50\|39.05\|135899;2026-06-11\|38.52\|-2.13\|38.99\|39.73\|38.02\|134155;2026-06-12\|37.52\|-2.60\|39.72\|39.80\|37.40\|112558;2026-06-15\|39.35\|4.88\|38.19\|39.70\|38.01\|138143;2026-06-16\|43.29\|10.01\|40.15\|43.29\|39.87\|101924;2026-06-17\|42.32\|-2.24\|44.16\|44.99\|42.04\|350543;2026-06-18\|42.61\|0.69\|42.36\|43.31\|42.00\|240845;2026-06-22\|46.87\|10.00\|44.04\|46.87\|43.50\|497232;2026-06-23\|45.85\|-2.18\|45.60\|48.50\|44.69\|462424;2026-06-24\|44.33\|-3.32\|44.38\|45.31\|41.31\|343958;2026-06-25\|42.62\|-3.86\|44.33\|44.88\|42.00\|242722;2026-06-26\|41.50\|-2.63\|42.27\|45.00\|40.50\|231774;2026-06-29\|38.55\|-7.11\|41.29\|42.54\|37.83\|230573;2026-06-30\|40.86\|5.99\|39.01\|41.15\|37.70\|160039;2026-07-01\|39.88\|-2.40\|41.60\|44.95\|39.27\|360614;2026-07-02\|39.60\|-0.70\|38.42\|42.42\|38.01\|329654;2026-07-03\|39.62\|0.05\|39.60\|41.22\|38.57\|221270;2026-07-06\|39.73\|0.28\|40.01\|43.56\|39.25\|296990;2026-07-07\|38.50\|-3.10\|39.85\|42.00\|37.66\|217494;2026-07-08\|34.65\|-10.00\|37.98\|38.78\|34.65\|203030;2026-07-09\|35.43\|2.25\|34.01\|35.55\|32.50\|240421;2026-07-10\|34.07\|-3.84\|35.19\|36.06\|34.00\|185644;2026-07-13\|30.75\|-9.74\|33.99\|34.86\|30.68\|177775;2026-07-14\|31.25\|1.63\|31.01\|32.19\|29.77\|139044;2026-07-15\|29.73\|-4.86\|32.02\|32.48\|29.50\|131401;2026-07-16\|28.45\|-4.31\|29.28\|30.04\|28.04\|128146;2026-07-17\|26.16\|-8.05\|28.20\|28.80\|25.72\|149783
110689	芝商所将推出算力期货市场	数据中心电源+商业航天+锯切龙头行业原因：据中国航天报，4月17日，国家航天局在京召开2026年“中国航天日”新闻发布会。发布会介绍，2026年中国航天任务继续密集实施，天问二号将接近目标小行星，开展近距离探测；载人航天工程将实施神舟二十三号等载人飞船任务；多型重复使用火箭将开展飞行验证；商业航天将以高水平安全保障高质量发展。公司原因： 1、据2025年11月17日互动易，公司大功率电源业务含数据中心电源，为客户代工服务器电源模块产品。 2、据2025年半年度报告，公司为中国航天中国运载火箭技术研究院认可的硬质合金带锯条合格供应商。 3、据2024年年度报告，公司掌握双金属带锯条规模化工艺，为工信部制造业单项冠军示范企业，产品出口50多国。	1、公司是掌握双金属带锯条生产工艺并实现规模化生产的业内领先企业，系中国航天中国运载火箭技术研究院认可的硬质合金带锯条合格供应商； 2、公司大功率电源业务含数据中心电源，为客户代工服务器电源模块产品	2026-03-10\|26.93\|1.01\|26.50\|27.50\|26.27\|531253;2026-03-11\|26.42\|-1.89\|27.02\|27.72\|26.05\|531488;2026-03-12\|24.94\|-5.60\|26.21\|26.75\|24.63\|405443;2026-03-13\|23.37\|-6.30\|24.49\|24.54\|23.25\|280224;2026-03-16\|24.10\|3.12\|23.37\|24.69\|22.76\|334856;2026-03-17\|22.69\|-5.85\|24.07\|24.23\|22.60\|232192;2026-03-18\|23.61\|4.05\|23.09\|23.70\|22.82\|209476;2026-03-19\|23.48\|-0.55\|23.01\|24.80\|22.95\|245108;2026-03-20\|22.46\|-4.34\|24.01\|24.13\|22.39\|277138;2026-03-23\|22.11\|-1.56\|22.00\|23.34\|21.83\|280573;2026-03-24\|22.45\|1.54\|22.55\|22.88\|21.50\|225161;2026-03-25\|21.28\|-5.21\|21.93\|22.07\|20.92\|344183;2026-03-26\|20.65\|-2.96\|21.03\|21.76\|20.50\|196967;2026-03-27\|21.50\|4.12\|20.36\|21.75\|20.10\|206516;2026-03-30\|21.04\|-2.14\|20.55\|21.31\|20.10\|235928;2026-03-31\|20.81\|-1.09\|20.95\|22.00\|20.45\|184148;2026-04-01\|21.33\|2.50\|21.31\|21.73\|21.12\|149242;2026-04-02\|20.54\|-3.70\|21.13\|21.20\|20.33\|118649;2026-04-03\|20.67\|0.63\|20.74\|21.39\|20.38\|162804;2026-04-07\|21.50\|4.02\|20.51\|22.50\|20.51\|260466;2026-04-08\|22.73\|5.72\|22.50\|22.82\|21.99\|226269;2026-04-09\|25.00\|9.99\|22.81\|25.00\|22.70\|247557;2026-04-10\|23.65\|-5.40\|24.86\|24.86\|23.51\|433238;2026-04-13\|24.06\|1.73\|23.24\|24.70\|23.21\|313196;2026-04-14\|24.35\|1.21\|24.34\|24.48\|23.80\|255799;2026-04-15\|24.46\|0.45\|24.30\|25.10\|24.00\|285913;2026-04-16\|24.78\|1.31\|24.43\|25.17\|24.27\|248078;2026-04-17\|25.44\|2.66\|24.84\|25.88\|24.84\|370876;2026-04-20\|27.98\|9.98\|27.98\|27.98\|27.98\|94534;2026-04-21\|26.68\|-4.65\|27.50\|27.90\|26.08\|495769;2026-04-22\|26.63\|-0.19\|26.69\|27.06\|25.50\|350567;2026-04-23\|26.07\|-2.10\|26.01\|26.62\|25.73\|239444;2026-04-24\|26.66\|2.26\|25.63\|28.00\|24.81\|471231;2026-04-27\|26.72\|0.23\|26.70\|27.57\|25.66\|394584;2026-04-28\|25.75\|-3.63\|26.40\|26.91\|25.58\|289562;2026-04-29\|25.96\|0.82\|25.36\|26.30\|25.36\|213344;2026-04-30\|26.58\|2.39\|26.49\|26.88\|25.78\|222148;2026-05-06\|27.79\|4.55\|27.87\|28.60\|27.01\|319726;2026-05-07\|27.89\|0.36\|27.92\|28.44\|27.52\|271703;2026-05-08\|27.56\|-1.18\|27.66\|28.05\|27.15\|184201;2026-05-11\|27.78\|0.80\|27.72\|27.97\|26.90\|217610;2026-05-12\|27.21\|-2.05\|27.35\|28.00\|26.64\|210747;2026-05-13\|29.93\|10.00\|27.30\|29.93\|27.09\|263232;2026-05-14\|28.15\|-5.95\|28.58\|29.18\|26.94\|539933;2026-05-15\|26.16\|-7.07\|27.56\|28.30\|25.80\|315157;2026-05-18\|25.79\|-1.41\|25.95\|26.80\|25.73\|237209;2026-05-19\|27.31\|5.89\|25.50\|27.80\|24.86\|266629;2026-05-20\|26.98\|-1.21\|27.15\|28.20\|26.67\|162149;2026-05-21\|25.22\|-6.52\|27.01\|27.18\|25.11\|146739;2026-05-22\|26.14\|3.65\|25.36\|26.17\|25.27\|105802;2026-05-25\|26.80\|2.52\|26.28\|27.80\|26.24\|143646;2026-05-26\|24.79\|-7.50\|26.50\|26.81\|24.55\|185092;2026-05-27\|23.44\|-5.45\|24.69\|24.76\|23.29\|151676;2026-05-28\|24.13\|2.94\|23.44\|24.37\|23.11\|127483;2026-05-29\|22.44\|-7.00\|24.01\|24.18\|22.19\|122756;2026-06-01\|22.66\|0.98\|22.45\|23.10\|22.01\|112082;2026-06-02\|22.55\|-0.49\|22.50\|22.86\|21.89\|106959;2026-06-03\|22.77\|0.98\|22.45\|24.29\|22.40\|168693;2026-06-04\|22.82\|0.22\|22.50\|23.64\|22.22\|123144;2026-06-05\|22.91\|0.39\|22.52\|23.32\|21.97\|139136;2026-06-08\|20.94\|-8.60\|22.10\|22.26\|20.62\|174844;2026-06-09\|21.60\|3.15\|21.26\|21.60\|20.93\|125113;2026-06-10\|22.43\|3.84\|22.06\|23.76\|21.09\|429018;2026-06-11\|21.27\|-5.17\|21.78\|21.87\|20.97\|307797;2026-06-12\|21.19\|-0.38\|21.51\|21.95\|21.13\|191166;2026-06-15\|21.96\|3.63\|21.25\|21.98\|21.21\|169981;2026-06-16\|22.32\|1.64\|21.90\|22.55\|21.62\|122791;2026-06-17\|22.14\|-0.81\|22.05\|22.65\|21.90\|127405;2026-06-18\|22.19\|0.23\|22.12\|22.70\|21.95\|128301;2026-06-22\|21.58\|-2.75\|22.09\|22.55\|20.79\|169610;2026-06-23\|21.14\|-2.04\|21.50\|21.68\|20.74\|126134;2026-06-24\|21.15\|0.05\|20.96\|21.50\|20.70\|107262;2026-06-25\|20.41\|-3.50\|21.14\|21.14\|20.30\|122821;2026-06-26\|19.48\|-4.56\|20.17\|20.38\|19.44\|122852;2026-06-29\|19.90\|2.16\|19.28\|20.93\|19.21\|145445;2026-06-30\|21.47\|7.89\|19.90\|21.69\|19.71\|151184;2026-07-01\|21.85\|1.77\|21.79\|23.10\|21.66\|153256;2026-07-02\|22.34\|2.24\|21.93\|23.67\|21.75\|213056;2026-07-03\|23.53\|5.33\|22.55\|24.57\|22.47\|322985;2026-07-06\|23.97\|1.87\|23.24\|24.89\|22.97\|271262;2026-07-07\|22.84\|-4.71\|23.80\|24.47\|22.80\|202610;2026-07-08\|23.00\|0.70\|23.25\|23.98\|22.83\|175215;2026-07-09\|23.30\|1.30\|22.85\|23.39\|22.20\|179765;2026-07-10\|23.30\|0.00\|23.31\|24.19\|22.98\|187984;2026-07-13\|22.04\|-5.41\|23.19\|23.88\|21.77\|147002;2026-07-14\|21.07\|-4.40\|21.91\|22.66\|20.19\|148468;2026-07-15\|20.50\|-2.71\|20.82\|21.39\|20.21\|112655;2026-07-16\|20.44\|-0.29\|20.08\|21.21\|19.82\|117734;2026-07-17\|18.40\|-9.98\|20.20\|20.40\|18.40\|136434
110688	芝商所将推出算力期货市场	算力租赁+英伟达合作+AI营销行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年8月29日公告，公司出资2.8亿元设立青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务，重点布局国产GPU算力租赁。 2、据2025年9月30日互动易，公司与英伟达中国区总代理科通技术签署战略合作并投资，保障AI算力芯片供应，并为字节跳动、科大讯飞、电信运营商等客户提供训练、推理芯片。 3、据2026年4月18日年报，公司2025年营收36.65亿元，归母净利润1.90亿元，同比增长54.04%，拟每10股派7.2元含税。	公司与科通技术签署战略合作并投资，科通为NVIDIA中国区总代理，保障公司算力中心GPU硬件需求，并拟2.8亿元在青海设全资子公司青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务	2026-03-10\|36.92\|0.05\|37.30\|37.75\|36.86\|38167;2026-03-11\|36.83\|-0.24\|36.92\|38.80\|36.65\|64434;2026-03-12\|35.88\|-2.58\|36.60\|36.83\|35.70\|29495;2026-03-13\|35.48\|-1.11\|35.87\|36.35\|35.26\|22144;2026-03-16\|35.20\|-0.79\|35.48\|35.73\|34.86\|24338;2026-03-17\|34.53\|-1.90\|35.30\|35.47\|34.43\|23218;2026-03-18\|35.29\|2.20\|34.52\|35.41\|34.40\|15633;2026-03-19\|34.59\|-1.98\|34.85\|35.11\|34.45\|20752;2026-03-20\|33.76\|-2.40\|34.66\|35.10\|33.68\|26442;2026-03-23\|31.20\|-7.58\|33.03\|33.47\|30.58\|52461;2026-03-24\|31.65\|1.44\|31.55\|31.98\|30.95\|32229;2026-03-25\|34.82\|10.02\|31.77\|34.82\|31.77\|43643;2026-03-26\|34.79\|-0.09\|35.58\|35.58\|34.56\|67368;2026-03-27\|34.94\|0.43\|34.79\|35.38\|34.30\|43445;2026-03-30\|36.58\|4.69\|35.28\|37.16\|34.53\|73646;2026-03-31\|36.20\|-1.04\|36.77\|37.29\|36.20\|72712;2026-04-01\|36.47\|0.75\|36.51\|36.75\|36.11\|42168;2026-04-02\|36.39\|-0.22\|36.16\|36.99\|36.01\|37992;2026-04-03\|34.81\|-4.34\|36.75\|36.75\|34.40\|34845;2026-04-07\|34.40\|-1.18\|34.73\|34.89\|33.61\|48656;2026-04-08\|36.78\|6.92\|35.55\|36.95\|35.10\|55000;2026-04-09\|36.47\|-0.84\|36.60\|36.73\|35.90\|34181;2026-04-10\|36.13\|-0.93\|36.90\|37.14\|36.13\|33027;2026-04-13\|36.29\|0.44\|35.82\|37.00\|35.50\|32973;2026-04-14\|36.99\|1.93\|36.69\|37.76\|36.37\|49084;2026-04-15\|36.23\|-2.05\|36.98\|37.38\|36.17\|43986;2026-04-16\|37.33\|3.04\|36.37\|37.82\|36.24\|52120;2026-04-17\|37.99\|1.77\|37.32\|38.50\|36.71\|64528;2026-04-20\|41.79\|10.00\|39.50\|41.79\|39.50\|72782;2026-04-21\|41.06\|-1.75\|41.09\|42.58\|40.74\|140391;2026-04-22\|42.27\|2.95\|41.32\|42.80\|40.08\|122901;2026-04-23\|41.26\|-2.39\|41.85\|42.28\|41.20\|68728;2026-04-24\|40.10\|-2.81\|41.00\|41.26\|40.06\|52605;2026-04-27\|40.08\|-0.05\|39.78\|40.29\|38.93\|49925;2026-04-28\|44.09\|10.01\|39.50\|44.09\|38.87\|142596;2026-04-29\|48.50\|10.00\|46.21\|48.50\|45.06\|206474;2026-04-30\|47.06\|-2.97\|48.76\|49.73\|45.66\|275735;2026-05-06\|47.52\|0.98\|47.50\|48.17\|46.20\|163941;2026-05-07\|52.27\|10.00\|48.05\|52.27\|47.69\|158974;2026-05-08\|52.00\|-0.52\|52.96\|54.96\|51.90\|197257;2026-05-11\|54.40\|4.62\|52.44\|55.94\|51.57\|156566;2026-05-12\|54.75\|0.64\|54.40\|56.79\|53.60\|138988;2026-05-13\|60.23\|10.01\|54.00\|60.23\|54.00\|125475;2026-05-14\|60.50\|0.45\|62.95\|63.53\|58.73\|176021;2026-05-15\|60.67\|0.28\|60.49\|62.20\|59.00\|130020;2026-05-18\|59.91\|-1.25\|59.00\|61.94\|57.59\|126458;2026-05-19\|61.50\|2.65\|59.32\|62.90\|58.70\|155424;2026-05-20\|61.76\|0.42\|60.80\|65.00\|60.70\|138938;2026-05-21\|61.01\|-1.21\|60.72\|64.44\|60.00\|124418;2026-05-22\|63.59\|4.23\|61.05\|65.00\|60.33\|113160;2026-05-25\|57.23\|-10.00\|63.60\|63.70\|57.23\|129540;2026-05-26\|56.39\|-0.21\|55.12\|57.80\|54.39\|126775;2026-05-27\|55.60\|-1.40\|56.81\|58.20\|54.54\|119586;2026-05-28\|51.90\|-6.65\|55.98\|56.48\|50.37\|158448;2026-05-29\|49.18\|-5.24\|52.93\|53.20\|48.62\|121376;2026-06-01\|50.31\|2.30\|49.20\|52.65\|48.18\|93019;2026-06-02\|48.80\|-3.00\|50.05\|50.05\|47.91\|62371;2026-06-03\|49.45\|1.33\|48.08\|50.51\|48.08\|78145;2026-06-04\|47.88\|-3.17\|49.45\|49.69\|47.21\|59431;2026-06-05\|47.20\|-1.42\|48.35\|49.00\|46.55\|44047;2026-06-08\|47.04\|-0.34\|45.02\|48.07\|45.02\|61439;2026-06-09\|45.99\|-2.23\|47.50\|47.50\|45.64\|47314;2026-06-10\|45.84\|-0.33\|46.21\|46.21\|44.07\|59512;2026-06-11\|46.02\|0.39\|45.00\|47.33\|44.75\|58988;2026-06-12\|45.11\|-1.98\|46.02\|46.59\|45.00\|43351;2026-06-15\|46.25\|2.53\|45.34\|47.00\|45.34\|51351;2026-06-16\|49.49\|7.01\|46.26\|50.88\|45.39\|119269;2026-06-17\|50.33\|1.70\|49.78\|52.51\|49.50\|109804;2026-06-18\|54.16\|7.61\|50.41\|55.36\|50.41\|119076;2026-06-22\|59.58\|10.01\|54.91\|59.58\|54.63\|171399;2026-06-23\|56.44\|-5.27\|61.07\|61.20\|55.82\|118170;2026-06-24\|57.19\|1.33\|56.44\|57.71\|55.48\|81278;2026-06-25\|56.64\|-0.96\|56.67\|60.44\|56.60\|80743;2026-06-26\|52.93\|-6.55\|56.20\|58.22\|52.78\|87928;2026-06-29\|49.72\|-6.06\|52.91\|54.64\|48.33\|104501;2026-06-30\|50.64\|1.85\|49.80\|52.39\|49.06\|68766;2026-07-01\|50.03\|-1.20\|51.20\|52.39\|49.00\|60942;2026-07-02\|52.11\|4.16\|49.43\|55.00\|49.40\|123771;2026-07-03\|51.19\|-1.77\|51.51\|53.13\|48.88\|96747;2026-07-06\|48.40\|-5.45\|50.30\|50.97\|48.40\|67116;2026-07-07\|46.13\|-4.69\|47.98\|49.43\|46.00\|59351;2026-07-08\|45.49\|-1.39\|45.91\|47.35\|44.40\|46596;2026-07-09\|46.22\|1.60\|45.70\|47.41\|44.60\|43421;2026-07-10\|44.82\|-3.03\|46.25\|47.11\|44.80\|54983;2026-07-13\|41.07\|-8.37\|44.38\|44.99\|40.88\|58235;2026-07-14\|40.52\|-1.34\|41.47\|41.50\|39.68\|42889;2026-07-15\|41.33\|2.00\|41.53\|42.28\|40.26\|33744;2026-07-16\|40.36\|-2.35\|40.44\|41.64\|40.04\|30873;2026-07-17\|36.51\|-9.54\|40.38\|40.80\|36.44\|60286
110687	芝商所将推出算力期货市场	算力租赁+液冷+拟收购易信科技+湖南国资行业原因：散热成为制约算力释放的核心瓶颈，液冷成为必选项。英伟达即将问世的Rubin芯片，基于Kyber架构的VR300功耗预计达3600W。公司原因： 1、据2026年3月13日重组报告书修订稿，公司拟通过发行股份及支付现金方式向白本通、张利民等25名交易对方购买深圳易信科技股份有限公司97.40%股份，交易完成后将由传统纺织向AIDC新型数字基础设施战略转型，易信科技专注绿色智算中心全生命周期服务，自建深圳百旺信智算中心PUE值1.21，2020年被国家能源局、工信部等六部委认定为“国家绿色数据中心”。 2、据易信科技2025年6月5日官微：易信科技与博健科技研发的 “双冷源阶梯冷却技术” 通过创新架构设计，实现了高密度场景下的能效突破。满足不同气候条件下的智算中心建设和老旧低功率数据中心的高密度改造场景。 3、据2026年4月9日互动易，公司正推进财务数据更新，完成后将尽快向上交所报送更新材料并申请恢复审核，重组进程获新进展。 4、公司控股股东为湖南兴湘投资控股集团，最终控制人为湖南省国资委。	公司拟6.62亿元购买易信科技97.40%股份，标的公司深耕AIDC领域，业务涉及智算中心双冷源阶梯冷却技术；一季报业绩同比减亏	2026-03-10\|8.71\|5.58\|8.26\|8.75\|8.22\|193278;2026-03-11\|8.63\|-0.92\|8.74\|8.75\|8.50\|137785;2026-03-12\|8.51\|-1.39\|8.63\|8.70\|8.44\|94989;2026-03-13\|8.35\|-1.88\|8.60\|8.78\|8.33\|148988;2026-03-16\|8.45\|1.20\|8.33\|8.50\|8.28\|79535;2026-03-17\|8.18\|-3.20\|8.55\|8.58\|8.18\|80542;2026-03-18\|8.47\|3.55\|8.22\|8.55\|8.15\|89523;2026-03-19\|8.69\|2.60\|8.37\|8.78\|8.32\|178434;2026-03-20\|8.33\|-4.14\|8.84\|8.84\|8.33\|141098;2026-03-23\|7.59\|-8.88\|8.12\|8.19\|7.51\|159633;2026-03-24\|7.98\|5.14\|7.75\|8.00\|7.65\|117090;2026-03-25\|8.26\|3.51\|8.02\|8.26\|7.91\|75666;2026-03-26\|8.07\|-2.30\|8.30\|8.38\|7.99\|73410;2026-03-27\|8.10\|0.37\|8.00\|8.16\|7.95\|58018;2026-03-30\|8.04\|-0.74\|8.09\|8.20\|7.94\|54848;2026-03-31\|7.89\|-1.87\|7.99\|8.16\|7.89\|61402;2026-04-01\|7.52\|-4.69\|7.93\|7.98\|7.28\|257115;2026-04-02\|7.27\|-3.32\|7.47\|7.51\|7.22\|101304;2026-04-03\|7.18\|-1.24\|7.26\|7.47\|7.01\|101195;2026-04-07\|7.24\|0.84\|7.14\|7.25\|7.11\|50251;2026-04-08\|7.39\|2.07\|7.38\|7.47\|7.30\|70476;2026-04-09\|7.41\|0.27\|7.39\|7.49\|7.31\|61236;2026-04-10\|8.15\|9.99\|7.48\|8.15\|7.44\|176338;2026-04-13\|7.85\|-3.68\|8.10\|8.10\|7.73\|226512;2026-04-14\|7.80\|-0.64\|7.93\|7.96\|7.68\|134061;2026-04-15\|7.65\|-1.92\|7.87\|7.88\|7.62\|106334;2026-04-16\|8.42\|10.07\|7.65\|8.42\|7.59\|206078;2026-04-17\|9.26\|9.98\|8.98\|9.26\|8.85\|409981;2026-04-20\|10.19\|10.04\|9.28\|10.19\|9.28\|356662;2026-04-21\|9.79\|-3.93\|11.21\|11.21\|9.75\|1210643;2026-04-22\|10.11\|3.27\|9.35\|10.38\|9.35\|1016237;2026-04-23\|9.84\|-2.67\|9.40\|10.62\|9.20\|757495;2026-04-24\|9.12\|-7.32\|9.69\|10.21\|9.00\|611281;2026-04-27\|9.23\|1.21\|8.96\|9.53\|8.60\|487106;2026-04-28\|10.15\|9.97\|9.20\|10.15\|9.20\|464310;2026-04-29\|11.17\|10.05\|10.15\|11.17\|10.14\|325002;2026-04-30\|10.80\|-3.31\|11.82\|12.29\|10.68\|976346;2026-05-06\|11.20\|3.70\|11.02\|11.26\|10.48\|748174;2026-05-07\|11.76\|5.00\|11.09\|12.22\|11.00\|792362;2026-05-08\|11.93\|1.53\|11.75\|12.43\|11.61\|503945;2026-05-11\|12.09\|1.34\|11.93\|13.12\|11.83\|658523;2026-05-12\|11.73\|-2.98\|11.90\|12.32\|11.50\|444740;2026-05-13\|12.90\|9.97\|12.90\|12.90\|12.90\|144984;2026-05-14\|14.19\|10.00\|14.19\|14.19\|14.19\|43512;2026-05-15\|13.10\|-7.68\|14.88\|15.61\|12.77\|1252136;2026-05-18\|13.49\|2.98\|12.60\|13.86\|12.35\|924325;2026-05-19\|13.17\|-2.37\|13.12\|13.60\|12.52\|685226;2026-05-20\|11.85\|-10.02\|12.66\|12.68\|11.85\|208286;2026-05-21\|13.04\|10.04\|10.96\|13.04\|10.96\|976350;2026-05-22\|13.59\|4.22\|13.09\|13.85\|11.74\|1127117;2026-05-25\|12.23\|-10.01\|13.60\|13.85\|12.23\|670509;2026-05-26\|11.01\|-9.98\|11.88\|11.92\|11.01\|509006;2026-05-27\|10.20\|-7.36\|10.38\|10.71\|10.05\|447860;2026-05-28\|10.16\|-0.39\|10.27\|10.98\|10.11\|394695;2026-05-29\|10.25\|0.89\|10.28\|10.80\|10.14\|444409;2026-06-01\|11.28\|10.05\|10.68\|11.28\|10.47\|255352;2026-06-02\|10.38\|-7.98\|11.50\|11.50\|10.36\|469470;2026-06-03\|9.92\|-4.43\|10.34\|10.38\|9.82\|321589;2026-06-04\|9.66\|-2.62\|10.00\|10.34\|9.58\|274456;2026-06-05\|9.56\|-1.04\|9.66\|9.91\|9.37\|226711;2026-06-08\|9.22\|-3.56\|9.07\|9.55\|9.00\|196321;2026-06-09\|9.36\|1.52\|9.52\|9.52\|9.00\|150805;2026-06-10\|9.20\|-1.71\|9.36\|9.45\|9.03\|121718;2026-06-11\|9.08\|-1.30\|9.04\|9.18\|8.91\|123896;2026-06-12\|9.10\|0.22\|9.19\|9.34\|8.95\|147331;2026-06-15\|9.02\|-0.88\|9.11\|9.29\|8.97\|153806;2026-06-16\|9.13\|1.22\|9.10\|9.20\|8.70\|171199;2026-06-17\|9.17\|0.44\|9.02\|9.32\|9.01\|146892;2026-06-18\|9.01\|-1.74\|9.11\|9.13\|8.86\|122670;2026-06-22\|9.04\|0.33\|8.96\|9.09\|8.80\|159530;2026-06-23\|9.12\|0.89\|9.04\|9.51\|9.00\|196957;2026-06-24\|8.84\|-3.07\|9.00\|9.17\|8.71\|158013;2026-06-25\|8.63\|-2.38\|8.80\|8.94\|8.59\|135707;2026-06-26\|8.30\|-3.82\|8.64\|8.65\|8.23\|148764;2026-06-29\|8.05\|-3.01\|8.19\|8.30\|7.95\|143048;2026-06-30\|8.32\|3.35\|8.61\|8.66\|7.96\|198858;2026-07-01\|8.66\|4.09\|8.49\|8.75\|8.25\|201619;2026-07-02\|9.53\|10.05\|8.52\|9.53\|8.50\|157261;2026-07-03\|9.52\|-0.10\|9.63\|9.91\|9.10\|502350;2026-07-06\|9.16\|-3.78\|9.33\|9.46\|9.01\|232573;2026-07-07\|8.62\|-5.90\|9.24\|9.26\|8.57\|197253;2026-07-08\|8.30\|-3.71\|8.51\|8.57\|8.22\|144688;2026-07-09\|8.34\|0.48\|8.29\|8.49\|8.08\|151676;2026-07-10\|8.39\|0.60\|8.33\|8.64\|8.18\|142446;2026-07-13\|7.73\|-7.87\|8.30\|8.45\|7.72\|160766;2026-07-14\|7.72\|-0.13\|7.65\|7.74\|7.42\|122911;2026-07-15\|7.68\|-0.52\|7.63\|7.98\|7.59\|96036;2026-07-16\|7.62\|-0.78\|7.61\|7.82\|7.52\|85269;2026-07-17\|7.18\|-5.77\|7.61\|7.70\|7.00\|129485
110686	芝商所将推出算力期货市场	数据中心+AI算力+电网设备+SST 行业原因： 1、据上海证券报2月12日报道，近日，国务院办公厅印发《关于完善全国统一电力市场体系的实施意见》，明确2030年市场化交易电量占比约70%。 2、据央视新闻1月15日报道，从国家电网了解到，“十五五”期间，国家电网固定资产投资将达到4万亿元，创历史新高。据介绍，“十五五”时期，国家电网公司固定资产投资将达到4万亿元，比“十四五”时期大幅增长40%。公司原因： 1、据2025年9月19日互动易，公司为国内少数能提供数据中心800V直流输出全系列关键设备及交直流配电系统解决方案的厂家，已参与多个国家级示范项目。 2、据2026年1月30日投资者关系活动记录表，公司正加紧适配AIDC需求，开展固态变压器SST产品系列化设计优化，将尽快推出相关产品。 3、据2025年年度报告，公司主营二次设备覆盖1000kV特高压至10kV低压全系列保护及自动化产品，继电保护和变电站自动化处于行业前列。	领先的新型电力系统解决方案提供商；公司具有完整的数据中心供配电解决方案，采用自主研发的高压开关柜、低压开关柜、低压保护、备自投、电能质量治理、数据中心供电监控系统产品	2026-03-10\|51.24\|-3.68\|52.65\|52.78\|50.01\|295351;2026-03-11\|49.90\|-2.62\|51.00\|52.00\|49.50\|265221;2026-03-12\|49.18\|-1.44\|50.01\|50.84\|47.89\|288790;2026-03-13\|46.73\|-4.98\|48.55\|48.65\|46.36\|333846;2026-03-16\|48.22\|3.19\|46.75\|48.47\|44.77\|399386;2026-03-17\|47.51\|-1.47\|48.22\|48.58\|47.24\|248835;2026-03-18\|48.22\|1.49\|47.94\|48.56\|46.80\|217051;2026-03-19\|46.10\|-4.40\|47.20\|47.78\|45.72\|202281;2026-03-20\|46.21\|0.24\|46.69\|48.08\|45.81\|240754;2026-03-23\|43.28\|-6.34\|44.97\|45.99\|42.76\|326550;2026-03-24\|43.56\|0.65\|43.80\|43.94\|40.34\|404114;2026-03-25\|44.70\|2.62\|44.39\|46.40\|44.25\|268850;2026-03-26\|44.84\|0.31\|44.61\|46.10\|44.47\|178099;2026-03-27\|45.78\|2.10\|44.84\|46.99\|44.08\|256351;2026-03-30\|44.87\|-1.99\|45.38\|45.85\|44.02\|214804;2026-03-31\|43.08\|-3.99\|45.30\|45.61\|43.00\|226672;2026-04-01\|44.41\|3.09\|44.50\|44.92\|43.95\|214704;2026-04-02\|41.59\|-6.35\|44.20\|44.20\|41.21\|267718;2026-04-03\|41.74\|0.36\|42.09\|43.00\|41.20\|182513;2026-04-07\|39.90\|-4.41\|41.86\|42.15\|39.70\|210859;2026-04-08\|43.75\|9.65\|41.66\|43.80\|41.48\|327871;2026-04-09\|43.78\|0.07\|43.00\|44.79\|42.59\|231072;2026-04-10\|43.65\|-0.30\|44.15\|45.22\|43.07\|259001;2026-04-13\|44.36\|1.63\|43.01\|45.80\|42.65\|282503;2026-04-14\|44.10\|-0.59\|43.95\|44.75\|42.60\|327436;2026-04-15\|45.05\|2.15\|44.38\|46.30\|44.15\|366387;2026-04-16\|46.50\|3.22\|45.71\|46.50\|43.80\|318792;2026-04-17\|48.13\|3.51\|46.45\|49.00\|46.13\|346652;2026-04-20\|48.83\|1.45\|47.65\|48.88\|46.98\|294525;2026-04-21\|49.90\|2.19\|48.65\|50.34\|47.11\|311699;2026-04-22\|53.40\|7.01\|49.53\|54.89\|49.30\|406200;2026-04-23\|52.28\|-2.10\|54.09\|57.80\|50.31\|492061;2026-04-24\|49.95\|-4.46\|51.70\|52.41\|49.31\|304745;2026-04-27\|51.40\|2.90\|49.95\|52.80\|49.91\|280814;2026-04-28\|52.21\|1.58\|51.23\|54.08\|50.88\|291470;2026-04-29\|53.99\|3.41\|52.00\|54.68\|51.40\|274273;2026-04-30\|56.05\|3.82\|53.98\|56.36\|53.50\|354321;2026-05-06\|59.85\|6.78\|56.99\|61.66\|56.63\|430949;2026-05-07\|60.60\|1.25\|61.04\|61.30\|59.22\|276979;2026-05-08\|64.20\|5.94\|59.75\|64.20\|58.06\|372177;2026-05-11\|68.82\|7.20\|64.22\|70.62\|63.81\|329110;2026-05-12\|74.10\|7.67\|68.30\|74.52\|67.22\|313310;2026-05-13\|81.51\|10.00\|73.36\|81.51\|72.06\|328172;2026-05-14\|74.08\|-9.12\|80.00\|82.99\|73.94\|458474;2026-05-15\|76.51\|3.28\|73.40\|79.55\|73.10\|360706;2026-05-18\|84.16\|10.00\|76.51\|84.16\|75.51\|327718;2026-05-19\|81.58\|-3.07\|83.32\|87.40\|80.89\|333656;2026-05-20\|86.48\|6.01\|81.60\|88.88\|79.16\|350591;2026-05-21\|81.67\|-5.56\|86.80\|88.87\|81.06\|292634;2026-05-22\|82.34\|0.82\|81.99\|86.56\|80.80\|290039;2026-05-25\|80.88\|-1.77\|82.50\|83.59\|76.40\|466611;2026-05-26\|76.00\|-6.03\|78.76\|79.90\|75.01\|397923;2026-05-27\|82.81\|10.00\|76.00\|82.81\|75.50\|436616;2026-05-28\|82.02\|-0.95\|85.20\|85.83\|79.83\|360374;2026-05-29\|77.90\|-5.02\|82.03\|83.92\|77.00\|364228;2026-06-01\|75.66\|-2.88\|77.95\|79.95\|75.00\|317881;2026-06-02\|76.66\|1.32\|75.32\|77.63\|71.33\|337962;2026-06-03\|76.50\|-0.21\|76.59\|79.68\|74.52\|267103;2026-06-04\|74.58\|-2.51\|75.55\|76.49\|74.30\|216096;2026-06-05\|72.05\|-3.39\|73.96\|74.57\|71.19\|292031;2026-06-08\|67.96\|-5.68\|71.40\|72.50\|66.33\|289108;2026-06-09\|70.96\|4.41\|70.38\|72.26\|68.50\|256916;2026-06-10\|68.34\|-3.69\|69.67\|70.52\|67.00\|195569;2026-06-11\|67.07\|-1.86\|68.75\|70.25\|66.01\|184351;2026-06-12\|67.18\|0.16\|69.50\|69.50\|66.88\|203109;2026-06-15\|70.40\|4.79\|67.99\|70.66\|67.41\|306311;2026-06-16\|72.07\|2.37\|70.88\|73.90\|69.89\|477998;2026-06-17\|70.87\|-1.67\|71.74\|73.36\|69.54\|371636;2026-06-18\|74.63\|5.31\|70.50\|77.82\|70.30\|479440;2026-06-22\|77.81\|4.26\|75.00\|79.79\|72.17\|559224;2026-06-23\|70.80\|-9.01\|76.71\|76.80\|70.03\|451879;2026-06-24\|69.09\|-2.42\|69.25\|70.89\|66.79\|387557;2026-06-25\|71.72\|3.81\|68.82\|72.40\|67.12\|310330;2026-06-26\|65.16\|-9.15\|70.01\|70.50\|64.55\|426218;2026-06-29\|62.54\|-4.02\|65.38\|66.00\|60.50\|455362;2026-06-30\|63.20\|1.06\|62.88\|65.10\|62.01\|268472;2026-07-01\|58.58\|-7.31\|63.20\|63.59\|57.97\|393174;2026-07-02\|57.51\|-1.83\|58.10\|60.48\|57.00\|269306;2026-07-03\|58.00\|0.85\|57.99\|60.66\|57.75\|270380;2026-07-06\|60.96\|5.10\|58.88\|62.67\|58.73\|288671;2026-07-07\|56.39\|-7.50\|61.94\|61.94\|56.00\|246031;2026-07-08\|54.00\|-4.24\|56.98\|57.77\|53.90\|230267;2026-07-09\|56.00\|3.70\|54.63\|56.28\|52.70\|256977;2026-07-10\|54.55\|-2.59\|56.10\|57.20\|54.49\|216012;2026-07-13\|51.20\|-6.14\|54.33\|55.50\|51.00\|202838;2026-07-14\|52.60\|2.73\|51.36\|52.60\|49.20\|274999;2026-07-15\|49.63\|-5.65\|51.88\|53.00\|49.40\|218610;2026-07-16\|46.59\|-6.13\|49.00\|50.10\|46.30\|253879;2026-07-17\|44.50\|-4.49\|47.17\|47.17\|43.93\|300317
110685	芝商所将推出算力期货市场	涨停揭秘：腾讯云、阿里百炼云等算力产品密集涨价；公司五象云谷智能算力持续布局，曲尺平台升级部署DeepSeek-R1满血版，强化AI训练服务能力；涨停缘由：国产大模型迭代加速催生算力需求；公司与阿里、百度等深度合作构建算力生态；曲尺平台R1版本上线提升商业变现能力；资金逻辑：连续多日涨停且4月30日封单稳固，资金聚焦具备真实AI算力交付能力的稀缺标的；风险提示：算力服务市场竞争激烈，价格战风险上升；曲尺平台商业化进度存在不确定性	投资建设五象云谷AI智算产业园——9.2万m²产业孵化空间，目前已吸引道客、智平方、云知声等30余家AI头部企业入驻	2026-03-10\|52.89\|-0.36\|53.50\|54.10\|51.81\|232830;2026-03-11\|52.05\|-1.59\|51.98\|53.15\|51.80\|143827;2026-03-12\|54.19\|4.11\|53.00\|54.55\|52.50\|267949;2026-03-13\|50.20\|-7.36\|52.51\|53.20\|49.86\|197576;2026-03-16\|50.42\|0.44\|50.00\|51.20\|47.54\|165959;2026-03-17\|48.50\|-3.81\|50.05\|50.98\|48.50\|102159;2026-03-18\|51.36\|5.90\|48.51\|52.00\|48.51\|168770;2026-03-19\|51.86\|0.97\|50.08\|53.85\|50.00\|218790;2026-03-20\|49.63\|-4.30\|51.71\|52.77\|49.50\|184202;2026-03-23\|46.38\|-6.55\|48.50\|49.30\|46.00\|134138;2026-03-24\|48.26\|4.05\|47.50\|49.18\|45.02\|147697;2026-03-25\|50.55\|4.75\|48.83\|51.78\|48.83\|166565;2026-03-26\|47.91\|-5.22\|50.62\|50.90\|47.79\|122633;2026-03-27\|48.25\|0.71\|47.08\|49.27\|46.54\|91768;2026-03-30\|50.66\|4.99\|47.21\|50.96\|45.80\|168407;2026-03-31\|48.47\|-4.32\|50.35\|50.48\|48.47\|88958;2026-04-01\|49.84\|2.83\|49.86\|51.22\|49.53\|124051;2026-04-02\|46.75\|-6.20\|50.11\|50.30\|46.38\|161250;2026-04-03\|47.21\|0.98\|47.64\|48.53\|46.10\|118690;2026-04-07\|47.42\|0.44\|47.20\|49.49\|46.86\|124829;2026-04-08\|52.16\|10.00\|48.72\|52.16\|48.71\|252513;2026-04-09\|53.64\|2.84\|53.93\|55.03\|53.20\|340840;2026-04-10\|51.80\|-3.43\|53.70\|53.90\|51.71\|163885;2026-04-13\|56.98\|10.00\|51.75\|56.98\|51.15\|184678;2026-04-14\|59.82\|4.98\|59.00\|61.87\|58.00\|365219;2026-04-15\|59.35\|-0.79\|59.00\|60.50\|58.70\|199726;2026-04-16\|65.29\|10.01\|59.01\|65.29\|58.99\|283232;2026-04-17\|61.34\|-6.05\|64.50\|64.64\|61.28\|270757;2026-04-20\|59.16\|-3.55\|60.24\|61.50\|58.68\|204731;2026-04-21\|55.67\|-5.90\|59.31\|59.60\|54.55\|229384;2026-04-22\|56.65\|1.76\|55.48\|57.00\|54.45\|208741;2026-04-23\|57.12\|0.83\|56.32\|59.98\|56.00\|201252;2026-04-24\|56.77\|-0.61\|57.14\|57.47\|55.02\|150017;2026-04-27\|55.35\|-2.50\|56.78\|57.83\|55.29\|137815;2026-04-28\|54.98\|-0.67\|55.35\|55.90\|54.13\|107950;2026-04-29\|54.25\|-1.33\|54.40\|56.00\|53.77\|125553;2026-04-30\|59.68\|10.01\|56.18\|59.68\|55.66\|301980;2026-05-06\|64.65\|8.33\|64.30\|65.44\|62.21\|286818;2026-05-07\|71.12\|10.01\|70.00\|71.12\|68.70\|64225;2026-05-08\|78.23\|10.00\|78.23\|78.23\|75.88\|212964;2026-05-11\|77.65\|-0.74\|78.99\|80.27\|74.30\|524258;2026-05-12\|79.80\|2.77\|77.40\|81.50\|75.88\|362258;2026-05-13\|87.78\|10.00\|80.00\|87.78\|78.65\|282181;2026-05-14\|86.90\|-1.00\|96.56\|96.56\|86.08\|556624;2026-05-15\|92.99\|7.01\|88.14\|95.59\|87.00\|575428;2026-05-18\|95.99\|3.23\|98.00\|99.89\|92.23\|482771;2026-05-19\|97.78\|1.86\|92.20\|100.09\|91.33\|410024;2026-05-20\|88.00\|-10.00\|95.78\|98.66\|88.00\|482081;2026-05-21\|80.84\|-8.14\|87.52\|89.21\|80.38\|431855;2026-05-22\|84.33\|4.32\|82.80\|85.20\|80.50\|322165;2026-05-25\|89.20\|5.77\|88.00\|91.69\|81.75\|449723;2026-05-26\|85.09\|-4.61\|89.10\|92.75\|85.00\|371282;2026-05-27\|77.81\|-8.56\|84.54\|84.96\|77.20\|379461;2026-05-28\|76.12\|-2.17\|79.00\|80.50\|74.66\|258720;2026-05-29\|73.20\|-3.84\|78.00\|79.44\|72.00\|252652;2026-06-01\|70.50\|-3.69\|71.81\|74.70\|69.50\|233885;2026-06-02\|69.30\|-1.70\|70.50\|72.22\|68.26\|193100;2026-06-03\|68.38\|-1.33\|68.82\|70.48\|67.00\|248370;2026-06-04\|67.22\|-1.70\|67.50\|68.00\|65.31\|242625;2026-06-05\|66.93\|-0.43\|67.00\|69.00\|64.77\|223419;2026-06-08\|62.33\|-6.87\|64.03\|65.92\|61.38\|204139;2026-06-09\|62.06\|-0.43\|64.00\|64.50\|60.16\|169236;2026-06-10\|60.35\|-2.76\|62.10\|63.30\|59.74\|185204;2026-06-11\|58.27\|-3.45\|59.89\|59.99\|57.75\|166885;2026-06-12\|58.63\|0.62\|59.12\|61.19\|58.13\|179558;2026-06-15\|61.41\|4.74\|60.88\|62.17\|60.28\|169446;2026-06-16\|61.10\|-0.50\|62.63\|62.67\|60.05\|154122;2026-06-17\|61.60\|0.82\|60.62\|62.99\|60.14\|184045;2026-06-18\|62.18\|0.94\|62.57\|64.20\|61.70\|244789;2026-06-22\|63.85\|2.69\|62.22\|64.95\|61.30\|315725;2026-06-23\|61.52\|-3.65\|62.71\|64.97\|61.00\|212095;2026-06-24\|65.10\|5.82\|61.52\|65.73\|59.60\|317820;2026-06-25\|69.40\|6.61\|65.58\|71.00\|63.78\|442335;2026-06-26\|62.90\|-9.37\|67.36\|69.58\|62.46\|311484;2026-06-29\|60.80\|-3.34\|62.23\|65.24\|60.23\|214660;2026-06-30\|66.88\|10.00\|61.45\|66.88\|60.20\|170525;2026-07-01\|73.57\|10.00\|68.74\|73.57\|68.03\|410477;2026-07-02\|69.65\|-5.33\|71.99\|74.23\|69.35\|362437;2026-07-03\|68.99\|-0.95\|69.65\|72.00\|68.78\|226886;2026-07-06\|63.75\|-7.60\|68.99\|69.99\|63.44\|217366;2026-07-07\|59.63\|-6.46\|64.30\|64.37\|58.88\|170822;2026-07-08\|58.14\|-2.50\|59.63\|60.76\|56.49\|165349;2026-07-09\|58.80\|1.14\|59.61\|61.20\|56.67\|173735;2026-07-10\|61.50\|4.59\|58.12\|64.68\|57.66\|243787;2026-07-13\|59.48\|-3.28\|61.33\|64.28\|59.01\|219464;2026-07-14\|56.70\|-4.67\|59.48\|60.72\|53.53\|205615;2026-07-15\|56.84\|0.25\|57.67\|59.50\|56.13\|134080;2026-07-16\|55.73\|-1.95\|55.95\|58.60\|55.32\|132286;2026-07-17\|50.16\|-9.99\|55.34\|55.73\|50.16\|156420
110684	英伟达敲定下一代AI芯片Vera Rubin的量产方案	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发的高频高速5G电路板用树脂，已完成下游CCL覆铜板相关客户实验室认证	2026-03-10\|10.78\|5.17\|10.40\|10.97\|10.36\|479040;2026-03-11\|10.76\|-0.19\|10.88\|11.13\|10.73\|473520;2026-03-12\|10.58\|-1.67\|10.67\|10.94\|10.45\|353540;2026-03-13\|10.69\|1.04\|10.41\|10.94\|10.40\|432774;2026-03-16\|11.04\|3.27\|10.69\|11.08\|10.55\|579474;2026-03-17\|10.38\|-5.98\|11.00\|11.00\|10.36\|575452;2026-03-18\|10.74\|3.47\|10.40\|10.83\|10.38\|432543;2026-03-19\|10.53\|-1.96\|10.40\|10.80\|10.39\|318544;2026-03-20\|9.91\|-5.89\|10.74\|10.80\|9.91\|424074;2026-03-23\|9.14\|-7.77\|9.69\|9.78\|9.07\|481049;2026-03-24\|9.50\|3.94\|9.35\|9.55\|9.09\|371282;2026-03-25\|9.69\|2.00\|9.51\|9.85\|9.51\|276330;2026-03-26\|9.40\|-2.99\|9.61\|9.72\|9.34\|207967;2026-03-27\|10.34\|10.00\|9.18\|10.34\|9.12\|411228;2026-03-30\|10.20\|-1.35\|10.15\|10.47\|10.03\|434994;2026-03-31\|9.84\|-3.53\|10.28\|10.28\|9.79\|330332;2026-04-01\|10.14\|3.05\|10.09\|10.40\|10.07\|348753;2026-04-02\|9.71\|-4.24\|10.20\|10.20\|9.59\|296897;2026-04-03\|9.70\|-0.10\|9.83\|9.98\|9.67\|253176;2026-04-07\|10.67\|10.00\|9.95\|10.67\|9.90\|338480;2026-04-08\|11.01\|3.19\|10.74\|11.08\|10.71\|1020913;2026-04-09\|11.10\|0.82\|10.81\|11.21\|10.75\|764651;2026-04-10\|10.94\|-1.44\|11.12\|11.20\|10.90\|556707;2026-04-13\|11.69\|6.86\|10.82\|11.97\|10.80\|959727;2026-04-14\|12.86\|10.01\|11.82\|12.86\|11.65\|614684;2026-04-15\|12.88\|0.16\|13.00\|14.14\|12.66\|1586654;2026-04-16\|12.89\|0.08\|12.80\|13.22\|12.51\|982647;2026-04-17\|12.94\|0.39\|12.94\|13.28\|12.86\|862370;2026-04-20\|13.28\|2.63\|13.04\|13.48\|12.88\|1000729;2026-04-21\|13.86\|4.37\|13.10\|14.60\|13.01\|1200628;2026-04-22\|13.88\|0.14\|13.62\|14.21\|13.19\|994649;2026-04-23\|13.87\|-0.07\|13.60\|14.20\|13.58\|781567;2026-04-24\|14.39\|3.75\|13.70\|14.76\|13.65\|979115;2026-04-27\|15.15\|5.28\|14.42\|15.32\|14.15\|979893;2026-04-28\|14.75\|-2.64\|14.91\|15.60\|14.37\|978894;2026-04-29\|14.34\|-2.78\|13.98\|14.96\|13.96\|1070104;2026-04-30\|13.82\|-3.63\|14.53\|14.66\|13.80\|852139;2026-05-06\|13.93\|0.80\|14.00\|14.44\|13.83\|758488;2026-05-07\|15.32\|9.98\|13.94\|15.32\|13.68\|698409;2026-05-08\|15.32\|0.00\|15.50\|15.74\|14.84\|782087;2026-05-11\|15.31\|-0.07\|15.60\|15.68\|15.08\|645160;2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.10\|-10.00\|18.67\|19.03\|17.10\|518448;2026-07-14\|18.20\|6.43\|16.63\|18.42\|16.40\|709091;2026-07-15\|18.17\|-0.16\|19.30\|19.38\|18.13\|666359;2026-07-16\|17.23\|-5.17\|17.66\|18.76\|16.99\|612647;2026-07-17\|15.95\|-7.43\|17.57\|17.68\|15.88\|556976
110683	英伟达敲定下一代AI芯片Vera Rubin的量产方案	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-03-10\|14.02\|4.55\|13.58\|14.16\|13.51\|556748;2026-03-11\|15.42\|9.99\|14.36\|15.42\|14.36\|824478;2026-03-12\|15.60\|1.17\|15.34\|16.29\|15.04\|1442539;2026-03-13\|15.43\|-1.09\|15.30\|15.87\|15.11\|737921;2026-03-16\|15.41\|-0.13\|15.43\|15.69\|15.15\|641158;2026-03-17\|14.56\|-5.52\|15.71\|15.74\|14.54\|695084;2026-03-18\|14.73\|1.17\|14.37\|14.83\|14.22\|563782;2026-03-19\|14.14\|-4.01\|14.25\|14.53\|14.03\|381226;2026-03-20\|13.48\|-4.67\|14.26\|14.56\|13.48\|424830;2026-03-23\|12.43\|-7.79\|12.90\|13.44\|12.22\|575432;2026-03-24\|12.99\|4.51\|12.73\|13.07\|12.26\|454142;2026-03-25\|13.70\|5.47\|13.05\|14.08\|13.05\|462919;2026-03-26\|13.49\|-1.53\|13.67\|14.02\|13.37\|328931;2026-03-27\|13.33\|-1.19\|13.17\|13.62\|12.90\|330411;2026-03-30\|13.28\|-0.38\|13.19\|13.35\|12.87\|252237;2026-03-31\|12.67\|-4.59\|13.11\|13.35\|12.58\|334411;2026-04-01\|13.28\|4.81\|13.01\|13.68\|13.01\|350790;2026-04-02\|12.68\|-4.52\|13.20\|13.25\|12.57\|272901;2026-04-03\|12.61\|-0.55\|12.75\|12.92\|12.47\|259544;2026-04-07\|12.64\|0.24\|12.62\|12.95\|12.52\|209653;2026-04-08\|13.63\|7.83\|13.05\|13.66\|12.96\|374328;2026-04-09\|13.96\|2.42\|13.45\|14.03\|13.42\|443201;2026-04-10\|13.85\|-0.79\|14.08\|14.20\|13.81\|342189;2026-04-13\|14.19\|2.45\|13.69\|14.30\|13.61\|368869;2026-04-14\|14.26\|0.49\|14.33\|14.46\|14.10\|401734;2026-04-15\|14.24\|-0.14\|14.32\|14.50\|14.12\|340310;2026-04-16\|14.33\|0.63\|14.20\|14.48\|14.01\|272857;2026-04-17\|14.63\|2.09\|14.31\|14.74\|14.26\|354070;2026-04-20\|14.99\|2.46\|14.72\|15.04\|14.51\|465362;2026-04-21\|15.69\|4.67\|14.80\|15.80\|14.74\|650311;2026-04-22\|16.51\|5.23\|15.53\|16.70\|15.51\|685355;2026-04-23\|16.04\|-2.85\|16.48\|16.88\|15.92\|600870;2026-04-24\|16.10\|0.37\|15.81\|16.66\|15.55\|587263;2026-04-27\|15.92\|-1.12\|16.10\|16.36\|15.65\|426944;2026-04-28\|15.54\|-2.39\|14.96\|16.11\|14.93\|702908;2026-04-29\|15.80\|1.67\|15.51\|16.11\|15.00\|387295;2026-04-30\|15.50\|-1.90\|15.91\|15.97\|15.32\|328016;2026-05-06\|17.05\|10.00\|16.38\|17.05\|16.28\|121770;2026-05-07\|17.99\|5.51\|18.76\|18.76\|17.47\|1090850;2026-05-08\|18.38\|2.17\|17.96\|18.54\|17.30\|761956;2026-05-11\|20.22\|10.01\|19.00\|20.22\|18.49\|1171315;2026-05-12\|20.22\|0.00\|20.30\|20.96\|20.01\|959729;2026-05-13\|22.24\|9.99\|19.68\|22.24\|19.68\|747543;2026-05-14\|21.37\|-3.91\|22.51\|22.68\|21.33\|861848;2026-05-15\|21.11\|-1.22\|21.48\|22.12\|20.64\|679177;2026-05-18\|20.88\|-1.09\|21.11\|21.88\|20.66\|571575;2026-05-19\|20.68\|-0.96\|20.68\|20.85\|19.78\|523228;2026-05-20\|20.19\|-2.37\|20.58\|20.93\|20.00\|449403;2026-05-21\|20.54\|1.73\|20.56\|22.21\|20.43\|1020864;2026-05-22\|22.59\|9.98\|21.20\|22.59\|21.20\|1080174;2026-05-25\|24.85\|10.00\|23.50\|24.85\|23.07\|615239;2026-05-26\|26.24\|5.59\|25.21\|26.99\|24.96\|1134704;2026-05-27\|24.12\|-8.08\|25.92\|26.24\|23.91\|918512;2026-05-28\|25.42\|5.39\|24.05\|26.00\|23.11\|799799;2026-05-29\|23.98\|-5.66\|25.53\|25.94\|23.79\|634731;2026-06-01\|22.36\|-6.76\|23.40\|24.52\|22.00\|648181;2026-06-02\|22.13\|-1.03\|22.65\|22.78\|21.30\|531779;2026-06-03\|21.71\|-1.90\|22.32\|22.78\|21.30\|633848;2026-06-04\|21.67\|-0.18\|21.40\|22.00\|21.08\|463013;2026-06-05\|21.44\|-1.06\|21.30\|22.55\|20.62\|535418;2026-06-08\|20.60\|-3.92\|19.68\|21.37\|19.65\|442921;2026-06-09\|21.79\|5.78\|21.61\|21.94\|20.84\|427853;2026-06-10\|21.56\|-1.06\|21.38\|22.04\|20.94\|379878;2026-06-11\|23.72\|10.02\|21.35\|23.72\|21.11\|522857;2026-06-12\|23.41\|-1.31\|25.00\|25.73\|23.30\|859643;2026-06-15\|24.97\|6.71\|23.41\|25.15\|23.41\|516534;2026-06-16\|25.37\|1.60\|25.16\|25.65\|24.50\|547399;2026-06-17\|26.76\|5.48\|24.75\|27.49\|24.75\|665050;2026-06-18\|28.65\|7.06\|26.50\|29.44\|26.18\|766876;2026-06-22\|28.42\|-0.80\|28.73\|29.62\|27.42\|748397;2026-06-23\|28.01\|-1.44\|28.12\|28.46\|26.37\|551076;2026-06-24\|27.09\|-3.28\|29.00\|30.50\|26.00\|867018;2026-06-25\|26.42\|-2.47\|26.90\|28.70\|26.01\|942465;2026-06-26\|25.26\|-4.39\|26.41\|26.76\|24.95\|679665;2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.62\|-6.21\|18.07\|18.38\|16.58\|331640;2026-07-16\|15.76\|-5.17\|16.76\|16.76\|15.66\|317917;2026-07-17\|14.18\|-10.03\|15.77\|15.81\|14.18\|348958
110682	英伟达敲定下一代AI芯片Vera Rubin的量产方案	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-03-10\|64.41\|5.73\|62.40\|64.49\|62.36\|541019;2026-03-11\|63.50\|-1.41\|65.00\|65.82\|63.15\|409653;2026-03-12\|62.76\|-1.17\|63.06\|65.86\|61.78\|384607;2026-03-13\|63.44\|1.08\|61.79\|64.68\|61.77\|443421;2026-03-16\|64.39\|1.50\|63.75\|64.91\|61.73\|467635;2026-03-17\|61.88\|-3.90\|65.90\|66.37\|61.80\|481357;2026-03-18\|63.50\|2.62\|62.23\|64.28\|61.72\|441083;2026-03-19\|60.60\|-4.57\|62.00\|62.36\|60.30\|415929;2026-03-20\|60.22\|-0.63\|61.00\|63.20\|60.20\|527576;2026-03-23\|55.85\|-7.26\|58.40\|58.82\|55.39\|613817;2026-03-24\|56.88\|1.84\|56.80\|56.99\|55.06\|407959;2026-03-25\|57.80\|1.62\|57.65\|58.80\|57.00\|417208;2026-03-26\|55.41\|-4.13\|57.88\|57.99\|55.20\|475627;2026-03-27\|54.75\|-1.19\|54.66\|55.66\|53.58\|373639;2026-03-30\|55.10\|0.64\|53.45\|55.33\|53.01\|309474;2026-03-31\|54.17\|-1.69\|54.60\|55.60\|53.41\|323524;2026-04-01\|55.10\|1.72\|55.55\|55.98\|54.55\|331705;2026-04-02\|51.63\|-6.30\|54.14\|54.49\|51.20\|626013;2026-04-03\|52.50\|1.69\|52.04\|53.30\|52.03\|394179;2026-04-07\|55.20\|5.14\|53.36\|55.99\|53.00\|594489;2026-04-08\|58.98\|6.85\|57.00\|59.11\|56.68\|686975;2026-04-09\|59.20\|0.37\|57.81\|59.75\|57.53\|419173;2026-04-10\|61.21\|3.40\|60.14\|62.26\|59.20\|602890;2026-04-13\|63.47\|3.69\|60.36\|64.50\|60.28\|668701;2026-04-14\|66.82\|5.28\|64.50\|67.66\|63.28\|799660;2026-04-15\|66.90\|0.12\|68.50\|71.00\|66.54\|930830;2026-04-16\|67.56\|0.99\|67.32\|68.14\|66.01\|530250;2026-04-17\|69.25\|2.50\|67.05\|70.37\|66.70\|568740;2026-04-20\|69.80\|0.79\|69.28\|71.49\|68.74\|564127;2026-04-21\|72.55\|3.94\|69.51\|74.00\|69.07\|735391;2026-04-22\|76.00\|4.76\|72.54\|76.44\|72.00\|678667;2026-04-23\|74.95\|-1.38\|76.01\|78.50\|73.51\|725714;2026-04-24\|72.63\|-3.10\|74.20\|75.70\|71.55\|574448;2026-04-27\|76.67\|5.56\|74.00\|77.63\|74.00\|557872;2026-04-28\|76.62\|-0.07\|77.34\|78.10\|74.09\|625638;2026-04-29\|78.00\|1.80\|76.66\|80.87\|75.98\|736410;2026-04-30\|76.51\|-1.91\|79.00\|80.45\|76.32\|468913;2026-05-06\|80.81\|5.62\|78.80\|82.77\|78.80\|603167;2026-05-07\|82.00\|1.47\|82.42\|83.00\|80.00\|451021;2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456
110681	英伟达敲定下一代AI芯片Vera Rubin的量产方案	覆铜板材料+成核剂+国产替代+业绩高增 1、据2026年4月30日年报，公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求。 2、据2026年4月30日年报，公司成核剂、合成水滑石技术国际先进，国内市占率持续提升，为中国石化、中国石油、中海壳牌等全球石化巨头稳定供货，国产替代加速。 3、据2026年4月30日一季报，公司一季度营收2.49亿元、同比增长13.9%，归母净利润9019万元、同比增长26.2%，业绩延续高增。	公司PPO树脂、高频高速阻燃剂已批量供应头部覆铜板厂商，并正扩产以满足AI算力、5G通信等下游需求	2026-03-10\|62.78\|2.78\|63.00\|64.39\|61.72\|29983;2026-03-11\|61.15\|-2.60\|62.97\|64.50\|60.70\|26029;2026-03-12\|60.60\|-0.90\|61.09\|61.69\|59.50\|17657;2026-03-13\|60.68\|0.13\|60.66\|61.74\|59.80\|16269;2026-03-16\|58.44\|-3.69\|60.82\|61.10\|57.35\|30684;2026-03-17\|58.93\|0.84\|60.00\|61.28\|58.28\|31297;2026-03-18\|62.00\|5.21\|59.20\|63.20\|58.52\|26113;2026-03-19\|58.56\|-5.55\|62.47\|62.87\|58.10\|24852;2026-03-20\|56.00\|-4.37\|58.99\|59.42\|55.51\|33765;2026-03-23\|51.23\|-8.52\|55.63\|55.63\|50.47\|32337;2026-03-24\|53.00\|3.46\|52.28\|53.00\|50.66\|27164;2026-03-25\|56.06\|5.77\|54.00\|56.15\|52.39\|38108;2026-03-26\|53.64\|-4.32\|56.20\|56.22\|53.01\|18632;2026-03-27\|55.50\|3.47\|52.90\|56.48\|52.56\|15912;2026-03-30\|54.71\|-1.42\|54.25\|55.48\|53.39\|15404;2026-03-31\|53.18\|-2.80\|54.50\|55.18\|52.70\|23032;2026-04-01\|54.50\|2.48\|55.50\|55.50\|53.22\|14941;2026-04-02\|52.58\|-3.52\|54.19\|54.19\|51.56\|14623;2026-04-03\|52.64\|0.11\|52.00\|53.50\|52.00\|16090;2026-04-07\|56.89\|8.07\|53.80\|57.84\|53.37\|42586;2026-04-08\|58.48\|2.79\|58.07\|59.00\|56.51\|46515;2026-04-09\|59.20\|1.23\|58.25\|60.64\|56.56\|50496;2026-04-10\|64.40\|8.78\|60.00\|65.48\|59.21\|62741;2026-04-13\|65.76\|2.11\|64.50\|68.09\|63.80\|42782;2026-04-14\|69.17\|5.19\|65.64\|70.88\|65.64\|61364;2026-04-15\|68.23\|-1.36\|69.54\|71.00\|66.00\|43391;2026-04-16\|71.54\|4.85\|70.66\|72.50\|67.10\|52583;2026-04-17\|70.27\|-1.78\|70.83\|71.40\|67.31\|39144;2026-04-20\|68.84\|-2.04\|70.14\|70.98\|68.40\|29495;2026-04-21\|69.30\|0.67\|68.78\|70.30\|68.01\|23840;2026-04-22\|71.70\|3.46\|68.05\|72.05\|68.05\|30922;2026-04-23\|70.80\|-1.26\|71.94\|72.79\|69.00\|27416;2026-04-24\|70.36\|-0.62\|70.51\|71.50\|69.35\|19592;2026-04-27\|70.86\|0.71\|71.54\|72.48\|69.30\|29370;2026-04-28\|70.88\|0.03\|71.89\|72.38\|69.00\|28327;2026-04-29\|72.20\|1.86\|70.80\|72.98\|69.17\|44634;2026-04-30\|73.00\|1.11\|71.39\|76.66\|71.01\|41318;2026-05-06\|78.00\|6.85\|75.00\|79.37\|72.25\|63459;2026-05-07\|84.16\|7.90\|78.00\|85.78\|76.49\|62193;2026-05-08\|82.54\|-1.92\|82.82\|85.32\|82.01\|33876;2026-05-11\|82.03\|-0.62\|82.82\|84.49\|80.20\|32904;2026-05-12\|80.21\|-2.22\|82.00\|82.00\|77.00\|56360;2026-05-13\|96.25\|20.00\|78.67\|96.25\|78.67\|102059;2026-05-14\|94.19\|-2.14\|96.20\|97.18\|86.58\|104544;2026-05-15\|90.20\|-4.24\|93.00\|95.09\|88.88\|53856;2026-05-18\|91.04\|0.93\|90.20\|95.90\|87.70\|42638;2026-05-19\|93.00\|2.15\|91.15\|93.00\|87.01\|37797;2026-05-20\|99.70\|7.20\|91.80\|99.86\|90.50\|67285;2026-05-21\|91.37\|-8.36\|99.29\|99.29\|90.05\|60789;2026-05-22\|100.48\|9.97\|91.37\|104.38\|91.37\|89153;2026-05-25\|101.55\|1.06\|101.65\|103.58\|96.17\|72209;2026-05-26\|114.22\|12.48\|99.83\|114.99\|95.92\|91331;2026-05-27\|108.05\|-5.40\|112.00\|114.00\|106.00\|45804;2026-05-28\|111.29\|3.00\|108.09\|115.58\|101.51\|55074;2026-05-29\|105.86\|-4.88\|110.07\|111.67\|103.79\|42127;2026-06-01\|98.00\|-7.42\|105.80\|105.80\|93.67\|58564;2026-06-02\|100.43\|2.48\|97.30\|102.55\|95.95\|38310;2026-06-03\|109.88\|9.41\|107.21\|109.98\|100.58\|56914;2026-06-04\|77.88\|-1.19\|76.00\|80.32\|75.02\|43432;2026-06-05\|75.10\|-3.57\|75.00\|77.00\|72.18\|53951;2026-06-08\|73.00\|-2.80\|72.66\|74.75\|71.12\|37629;2026-06-09\|82.82\|13.45\|79.58\|84.99\|75.00\|91015;2026-06-10\|82.85\|0.04\|81.96\|86.00\|79.07\|67110;2026-06-11\|80.40\|-2.96\|85.57\|86.00\|78.00\|68587;2026-06-12\|79.00\|-1.74\|83.00\|83.50\|75.86\|73615;2026-06-15\|87.13\|10.29\|80.00\|88.47\|79.00\|116492;2026-06-16\|91.78\|5.34\|87.00\|94.08\|85.90\|113726;2026-06-17\|93.65\|2.04\|91.54\|99.94\|91.10\|113162;2026-06-18\|94.50\|0.91\|92.11\|95.58\|90.20\|65642;2026-06-22\|95.30\|0.85\|92.99\|95.30\|89.00\|79309;2026-06-23\|90.67\|-4.86\|97.30\|99.79\|88.25\|101906;2026-06-24\|91.60\|1.03\|89.13\|92.00\|88.00\|64593;2026-06-25\|94.70\|3.38\|91.80\|95.88\|89.55\|78599;2026-06-26\|92.00\|-2.85\|92.80\|94.80\|89.02\|65156;2026-06-29\|81.70\|-11.20\|90.36\|91.68\|79.20\|79309;2026-06-30\|84.41\|3.32\|81.59\|85.58\|80.05\|59360;2026-07-01\|82.00\|-2.86\|85.40\|86.81\|80.50\|46639;2026-07-02\|77.61\|-5.35\|80.05\|82.96\|76.05\|55645;2026-07-03\|76.25\|-1.75\|77.17\|78.60\|75.67\|44164;2026-07-06\|75.44\|-1.06\|76.70\|78.88\|71.52\|61921;2026-07-07\|75.28\|-0.21\|75.22\|76.40\|73.50\|46668;2026-07-08\|72.90\|-3.16\|75.75\|76.45\|71.50\|50374;2026-07-09\|73.50\|0.82\|73.08\|73.90\|69.10\|58696;2026-07-10\|70.50\|-4.08\|74.97\|75.75\|70.10\|45319;2026-07-13\|63.12\|-10.47\|69.01\|71.19\|62.80\|60168;2026-07-14\|68.17\|8.00\|65.00\|69.58\|63.00\|64949;2026-07-15\|66.04\|-3.12\|71.00\|71.00\|65.70\|37956;2026-07-16\|63.28\|-4.18\|65.37\|66.92\|62.20\|34506;2026-07-17\|57.75\|-8.74\|62.06\|64.83\|57.00\|56839
110680	英伟达敲定下一代AI芯片Vera Rubin的量产方案	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	2026-03-10\|33.60\|2.44\|33.19\|33.97\|33.15\|153542;2026-03-11\|33.43\|-0.51\|33.58\|34.58\|33.31\|192682;2026-03-12\|33.70\|0.81\|33.21\|34.09\|32.57\|220593;2026-03-13\|33.92\|0.65\|33.40\|34.54\|33.22\|246458;2026-03-16\|33.75\|-0.50\|33.92\|33.92\|32.23\|258528;2026-03-17\|31.38\|-7.02\|33.42\|34.06\|31.00\|266158;2026-03-18\|32.50\|3.57\|31.54\|32.66\|31.35\|188048;2026-03-19\|31.27\|-3.78\|32.01\|32.40\|31.21\|152018;2026-03-20\|30.80\|-1.50\|31.48\|31.84\|30.77\|156212;2026-03-23\|29.45\|-4.38\|30.01\|30.72\|29.20\|234699;2026-03-24\|29.88\|1.46\|29.98\|29.99\|28.92\|135228;2026-03-25\|30.67\|2.64\|30.10\|31.03\|30.03\|126536;2026-03-26\|29.88\|-2.58\|30.57\|30.61\|29.72\|94743;2026-03-27\|29.92\|0.13\|29.45\|30.40\|29.32\|93986;2026-03-30\|29.60\|-1.07\|29.00\|29.78\|28.99\|100325;2026-03-31\|28.83\|-2.60\|29.66\|29.69\|28.83\|119365;2026-04-01\|30.28\|5.03\|29.40\|30.85\|29.20\|181094;2026-04-02\|29.48\|-2.64\|30.03\|30.46\|29.31\|125489;2026-04-03\|32.43\|10.01\|29.79\|32.43\|29.66\|342569;2026-04-07\|35.67\|9.99\|34.60\|35.67\|34.38\|398602;2026-04-08\|35.77\|0.28\|36.00\|36.00\|34.02\|702493;2026-04-09\|36.47\|1.96\|35.69\|37.52\|35.34\|600394;2026-04-10\|36.51\|0.11\|36.75\|37.28\|36.28\|415623;2026-04-13\|37.51\|2.74\|36.20\|37.99\|36.20\|407061;2026-04-14\|37.15\|-0.96\|37.45\|38.48\|36.90\|451573;2026-04-15\|36.55\|-1.62\|37.10\|38.22\|36.40\|350953;2026-04-16\|36.66\|0.30\|36.89\|37.36\|35.90\|285908;2026-04-17\|38.62\|5.35\|36.33\|39.03\|36.33\|477244;2026-04-20\|36.78\|-4.76\|38.27\|38.55\|36.51\|443663;2026-04-21\|36.68\|-0.27\|36.60\|36.90\|35.71\|336593;2026-04-22\|37.75\|2.92\|36.60\|38.30\|36.48\|372719;2026-04-23\|38.52\|2.04\|38.19\|39.27\|36.98\|543748;2026-04-24\|38.05\|-1.22\|38.15\|39.33\|37.77\|343463;2026-04-27\|39.70\|4.34\|37.00\|40.80\|36.03\|819026;2026-04-28\|37.85\|-4.66\|40.13\|40.60\|37.65\|494723;2026-04-29\|40.81\|7.82\|37.75\|41.40\|37.24\|676466;2026-04-30\|39.08\|-4.24\|40.59\|40.79\|38.86\|471419;2026-05-06\|40.79\|4.38\|39.70\|41.20\|39.32\|548395;2026-05-07\|40.80\|0.02\|40.15\|41.75\|39.10\|530024;2026-05-08\|39.66\|-2.79\|40.07\|40.82\|39.45\|368718;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
110679	英伟达敲定下一代AI芯片Vera Rubin的量产方案	AI算力PCB+一季报增长+半导体设备+商业航天行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2025年年度报告及2026年4月28日机构调研，公司PCB设备业务2025年营收57.73亿元，同比增长72.68%，受益于AI算力需求，CCD六轴独立机械钻孔机等核心设备已获多家AI服务器PCB龙头客户认证并量产。 2、据2026年4月21日公告，公司2026年一季度实现营收51.35亿元，同比增长74.44%；归母净利润3.54亿元，同比增长116.59%。 3、2026年4月28日机构调研，半导体设备领域，公司晶圆切割、封测设备持续放量，正积极推进国产替代。 4、据2026年4月28日机构调研及2025年12月23日公司微信公众号，公司为蓝箭航天朱雀三号火箭提供精密激光焊接解决方案，实现不锈钢箭体关键部件全自动激光焊接，技术达国际领先水平。	全球领先的智能制造装备整体解决方案服务商，控股子公司大族数控研发、生产并销售PCB专用设备；一季报净利润同比上涨116.59%	2026-03-10\|73.01\|7.73\|69.06\|73.78\|69.06\|447111;2026-03-11\|72.35\|-0.90\|73.27\|75.06\|71.70\|354342;2026-03-12\|70.75\|-2.21\|71.75\|72.80\|69.55\|266941;2026-03-13\|68.70\|-2.90\|70.53\|71.10\|68.00\|260122;2026-03-16\|67.36\|-1.95\|68.68\|68.69\|65.90\|326695;2026-03-17\|63.73\|-5.39\|67.82\|68.26\|63.50\|293434;2026-03-18\|65.13\|2.20\|64.02\|65.48\|63.85\|276237;2026-03-19\|63.00\|-3.27\|64.40\|64.40\|62.48\|254050;2026-03-20\|64.59\|2.52\|63.78\|66.11\|62.53\|417423;2026-03-23\|59.90\|-7.26\|62.10\|63.96\|59.20\|392871;2026-03-24\|61.76\|3.11\|61.83\|62.38\|59.62\|291758;2026-03-25\|63.89\|3.45\|63.00\|66.06\|62.74\|336732;2026-03-26\|61.91\|-3.10\|64.34\|64.38\|61.58\|191922;2026-03-27\|62.86\|1.53\|60.49\|64.25\|60.48\|193336;2026-03-30\|63.85\|1.57\|62.83\|64.57\|61.40\|235728;2026-03-31\|61.28\|-4.03\|63.90\|64.55\|60.82\|249244;2026-04-01\|64.10\|4.60\|63.36\|64.50\|62.07\|311529;2026-04-02\|61.71\|-3.73\|63.90\|64.23\|60.89\|231456;2026-04-03\|63.86\|3.48\|62.23\|65.48\|61.81\|283844;2026-04-07\|64.36\|0.78\|64.59\|65.71\|63.26\|289710;2026-04-08\|70.80\|10.01\|67.90\|70.80\|65.42\|583577;2026-04-09\|76.36\|7.85\|71.00\|77.88\|70.54\|664940;2026-04-10\|76.55\|0.25\|76.36\|77.32\|75.55\|451462;2026-04-13\|75.78\|-1.01\|75.01\|76.82\|75.01\|326711;2026-04-14\|82.70\|9.13\|76.60\|83.36\|76.06\|554951;2026-04-15\|78.79\|-4.73\|82.62\|82.81\|78.40\|513557;2026-04-16\|86.67\|10.00\|77.81\|86.67\|77.81\|502765;2026-04-17\|87.56\|1.03\|88.40\|89.71\|86.27\|507345;2026-04-20\|89.18\|1.85\|88.59\|91.68\|86.70\|462654;2026-04-21\|92.80\|4.06\|89.60\|95.80\|88.84\|460231;2026-04-22\|94.18\|1.49\|91.31\|96.00\|91.31\|430254;2026-04-23\|103.60\|10.00\|95.00\|103.60\|93.56\|651194;2026-04-24\|102.46\|-1.10\|103.60\|105.99\|99.50\|526756;2026-04-27\|104.67\|2.16\|100.99\|107.00\|99.56\|511923;2026-04-28\|105.22\|0.53\|103.00\|110.96\|101.00\|577770;2026-04-29\|103.34\|-1.79\|104.00\|105.87\|101.17\|374459;2026-04-30\|100.72\|-2.54\|102.31\|104.11\|98.33\|632966;2026-05-06\|102.19\|1.46\|101.10\|103.95\|98.89\|541673;2026-05-07\|112.41\|10.00\|102.07\|112.41\|102.07\|413907;2026-05-08\|122.06\|8.58\|115.40\|122.92\|112.20\|649524;2026-05-11\|134.27\|10.00\|124.50\|134.27\|124.50\|674366;2026-05-12\|134.66\|0.29\|134.20\|139.82\|128.28\|664624;2026-05-13\|148.13\|10.00\|138.32\|148.13\|137.35\|438890;2026-05-14\|149.23\|0.74\|153.00\|156.50\|147.07\|612225;2026-05-15\|143.30\|-3.97\|149.24\|151.10\|138.71\|545704;2026-05-18\|138.53\|-3.33\|141.04\|142.80\|136.77\|586277;2026-05-19\|136.99\|-1.11\|137.89\|139.91\|133.91\|438754;2026-05-20\|144.54\|5.51\|135.80\|145.90\|135.68\|624467;2026-05-21\|142.59\|-1.21\|146.61\|152.49\|140.01\|664306;2026-05-22\|146.28\|2.59\|139.74\|150.00\|139.74\|568736;2026-05-25\|142.23\|-2.77\|146.80\|147.52\|138.15\|462376;2026-05-26\|135.45\|-4.77\|142.18\|143.00\|130.10\|739365;2026-05-27\|131.31\|-3.06\|134.01\|138.00\|129.00\|482716;2026-05-28\|135.98\|3.56\|132.88\|137.85\|132.55\|458812;2026-05-29\|131.85\|-3.04\|136.10\|137.69\|130.07\|389035;2026-06-01\|124.91\|-5.26\|133.68\|136.52\|124.80\|401492;2026-06-02\|127.00\|1.67\|125.10\|129.76\|123.32\|367989;2026-06-03\|130.60\|2.83\|127.08\|134.60\|124.00\|561596;2026-06-04\|134.65\|3.10\|129.75\|138.00\|126.59\|673002;2026-06-05\|127.87\|-5.04\|133.99\|135.62\|127.00\|568179;2026-06-08\|120.86\|-5.48\|122.22\|127.04\|120.35\|578765;2026-06-09\|124.50\|3.01\|123.03\|126.01\|118.90\|402942;2026-06-10\|122.48\|-1.62\|122.00\|123.45\|116.30\|448514;2026-06-11\|121.45\|-0.84\|121.28\|126.00\|119.45\|345858;2026-06-12\|119.12\|-1.92\|127.00\|127.20\|118.00\|371677;2026-06-15\|124.20\|4.26\|121.15\|125.13\|118.00\|449524;2026-06-16\|136.62\|10.00\|125.74\|136.62\|123.00\|585798;2026-06-17\|135.84\|-0.57\|139.35\|143.00\|130.08\|1037138;2026-06-18\|134.90\|-0.69\|135.54\|137.86\|129.20\|869899;2026-06-22\|131.93\|-2.20\|136.88\|140.35\|128.00\|877822;2026-06-23\|145.11\|9.99\|134.00\|145.12\|132.00\|1224537;2026-06-24\|152.23\|4.91\|136.73\|157.74\|135.00\|1187226;2026-06-25\|152.80\|0.37\|153.75\|156.60\|147.80\|873576;2026-06-26\|151.27\|-1.00\|168.08\|168.08\|151.00\|1261837;2026-06-29\|141.20\|-6.66\|150.00\|157.42\|137.00\|1051437;2026-06-30\|150.11\|6.31\|144.01\|155.32\|138.68\|1051431;2026-07-01\|137.98\|-8.08\|149.00\|150.49\|136.88\|797839;2026-07-02\|125.01\|-9.40\|130.26\|133.40\|125.00\|704794;2026-07-03\|129.64\|3.70\|125.01\|134.20\|124.68\|578639;2026-07-06\|130.97\|1.03\|130.95\|138.50\|129.63\|541458;2026-07-07\|130.35\|-0.47\|129.63\|133.80\|126.72\|387015;2026-07-08\|127.90\|-1.88\|130.31\|134.48\|126.00\|379198;2026-07-09\|130.90\|2.35\|130.10\|131.99\|122.67\|520764;2026-07-10\|130.30\|-0.46\|138.88\|140.68\|127.00\|1172393;2026-07-13\|117.27\|-10.00\|131.19\|131.29\|117.27\|642909;2026-07-14\|119.50\|1.90\|113.40\|121.98\|107.56\|805767;2026-07-15\|114.36\|-4.30\|121.80\|122.20\|113.88\|463302;2026-07-16\|108.10\|-5.47\|113.29\|115.13\|106.60\|429713;2026-07-17\|101.91\|-5.73\|107.50\|109.63\|100.00\|573796
110678	英伟达敲定下一代AI芯片Vera Rubin的量产方案	PCB+AI算力扩产+光模块行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据财闻2026年6月16日报道，鹏鼎控股全年资本开支168亿元，淮安百亿产业园落地，主攻AI类载板及高多层算力板，此轮扩产由AI算力爆发催生的全新需求所推动；据2025年年报，公司预计至2026年底，淮安园区的IHDI与HLC产能将实现翻倍增长。 2、据2026年6月12日互动易，公司5月营收实现同比增长，主要得益于服务器及光模块用板营收增长相对突出；公司1.6T光模块PCB用板已经供货，3.2T光模块PCB用板目前与客户开发中。 3、据2025年年报，公司为全球最大PCB生产企业，连续多年位列全球第一，主要产品覆盖FPC、HDI、SLP等多类产品，应用于AI手机、AI眼镜、AI服务器及光模块等领域。	1、公司是全球第一大PCB公司，苹果的核心供应商，拟投资80亿元建设淮安产业园，深化AI全产业链布局； 2、公司PCB产品可应用于以AI手机为代表的AI终端消费电子产品领域	2026-03-10\|52.50\|4.23\|51.46\|52.77\|51.26\|208901;2026-03-11\|53.12\|1.18\|52.80\|53.82\|52.50\|208659;2026-03-12\|52.33\|-1.49\|52.53\|53.85\|51.82\|178207;2026-03-13\|51.13\|-2.29\|50.84\|52.33\|49.98\|359019;2026-03-16\|53.85\|5.32\|50.89\|54.89\|50.36\|395259;2026-03-17\|51.50\|-4.36\|54.50\|54.97\|51.48\|292440;2026-03-18\|54.90\|6.60\|52.71\|55.47\|51.81\|486471;2026-03-19\|53.25\|-3.01\|53.50\|54.54\|52.90\|281191;2026-03-20\|52.03\|-2.29\|53.80\|54.64\|52.00\|298326;2026-03-23\|49.13\|-5.57\|50.66\|51.19\|49.00\|252558;2026-03-24\|49.99\|1.75\|50.00\|50.20\|48.13\|179486;2026-03-25\|51.37\|2.76\|50.50\|52.17\|50.16\|225592;2026-03-26\|50.45\|-1.79\|51.00\|52.39\|50.20\|183349;2026-03-27\|50.18\|-0.54\|49.50\|51.30\|48.76\|186479;2026-03-30\|50.65\|0.94\|48.71\|50.81\|48.00\|245703;2026-03-31\|52.17\|3.00\|50.65\|54.56\|49.87\|430367;2026-04-01\|53.61\|2.76\|54.25\|54.35\|53.04\|302065;2026-04-02\|50.95\|-4.96\|53.58\|53.98\|50.62\|260672;2026-04-03\|50.87\|-0.16\|51.52\|52.59\|50.70\|211690;2026-04-07\|50.93\|0.12\|51.50\|52.28\|50.01\|181919;2026-04-08\|54.67\|7.34\|52.39\|54.79\|52.36\|381904;2026-04-09\|55.60\|1.70\|53.80\|55.99\|53.60\|353290;2026-04-10\|56.30\|1.26\|56.01\|57.39\|55.06\|354266;2026-04-13\|57.90\|2.84\|56.15\|58.21\|55.64\|387980;2026-04-14\|60.33\|4.20\|59.05\|61.97\|59.01\|516779;2026-04-15\|59.42\|-1.51\|60.55\|61.99\|59.14\|423852;2026-04-16\|61.00\|2.66\|59.40\|62.53\|59.18\|391483;2026-04-17\|62.12\|1.84\|60.95\|62.18\|60.24\|392260;2026-04-20\|65.87\|6.04\|62.00\|66.95\|61.50\|519865;2026-04-21\|69.25\|5.13\|65.87\|70.80\|65.07\|465806;2026-04-22\|76.18\|10.01\|69.28\|76.18\|69.25\|485982;2026-04-23\|75.42\|-1.00\|77.43\|78.66\|74.55\|678748;2026-04-24\|71.59\|-5.08\|74.89\|76.21\|70.20\|519999;2026-04-27\|77.18\|7.81\|72.73\|77.73\|72.00\|525925;2026-04-28\|74.62\|-3.32\|77.49\|78.01\|73.77\|324332;2026-04-29\|72.82\|-2.41\|73.47\|75.13\|72.33\|312841;2026-04-30\|72.05\|-1.06\|72.82\|74.28\|71.54\|368791;2026-05-06\|75.13\|4.27\|73.00\|75.45\|71.68\|530975;2026-05-07\|75.83\|0.93\|75.33\|76.95\|73.10\|377916;2026-05-08\|75.54\|-0.38\|74.79\|77.22\|74.12\|340159;2026-05-11\|80.10\|6.04\|76.00\|80.91\|75.27\|538067;2026-05-12\|79.30\|-1.00\|78.74\|80.31\|75.79\|369476;2026-05-13\|87.23\|10.00\|78.20\|87.23\|78.00\|401785;2026-05-14\|84.17\|-3.51\|91.50\|91.50\|84.10\|369892;2026-05-15\|85.91\|2.07\|85.76\|88.50\|82.50\|384777;2026-05-18\|89.23\|3.86\|84.62\|92.50\|81.51\|373973;2026-05-19\|94.12\|5.48\|89.23\|95.44\|86.21\|375749;2026-05-20\|90.22\|-4.14\|93.03\|94.90\|87.60\|367132;2026-05-21\|94.48\|4.72\|94.83\|99.24\|93.76\|523152;2026-05-22\|103.93\|10.00\|103.92\|103.93\|103.88\|146940;2026-05-25\|114.32\|10.00\|114.32\|114.32\|112.27\|209100;2026-05-26\|116.00\|1.47\|116.00\|122.97\|111.92\|1003403;2026-05-27\|105.91\|-8.70\|110.20\|113.20\|105.18\|725419;2026-05-28\|106.00\|0.09\|106.92\|107.73\|101.50\|605384;2026-05-29\|105.01\|-0.93\|107.99\|112.99\|104.00\|609268;2026-06-01\|103.34\|-1.59\|111.62\|112.92\|101.99\|590054;2026-06-02\|111.89\|8.27\|103.00\|113.67\|100.13\|723451;2026-06-03\|108.30\|-3.21\|112.00\|113.47\|105.00\|611092;2026-06-04\|111.00\|2.49\|106.51\|112.85\|105.05\|529571;2026-06-05\|106.15\|-4.37\|107.00\|112.94\|105.10\|459265;2026-06-08\|112.00\|5.51\|102.00\|116.50\|102.00\|564193;2026-06-09\|115.60\|3.21\|112.00\|117.34\|107.98\|576212;2026-06-10\|111.06\|-3.93\|112.50\|114.99\|106.30\|442808;2026-06-11\|106.50\|-4.11\|109.38\|113.80\|104.00\|390860;2026-06-12\|101.52\|-3.77\|108.11\|109.77\|101.36\|425496;2026-06-15\|104.64\|3.07\|103.44\|105.00\|98.61\|575780;2026-06-16\|108.19\|3.39\|104.50\|110.60\|103.30\|501898;2026-06-17\|119.01\|10.00\|105.54\|119.01\|105.54\|643199;2026-06-18\|119.91\|0.76\|119.01\|123.10\|113.42\|608720;2026-06-22\|112.99\|-5.77\|120.90\|121.99\|108.06\|835126;2026-06-23\|106.91\|-5.38\|109.95\|110.94\|102.18\|788174;2026-06-24\|106.40\|-0.48\|106.38\|109.03\|103.88\|491847;2026-06-25\|114.14\|7.27\|106.90\|117.00\|104.00\|640083;2026-06-26\|110.98\|-2.77\|112.00\|117.00\|108.29\|487815;2026-06-29\|101.00\|-8.99\|108.67\|109.50\|99.88\|655311;2026-06-30\|105.38\|4.34\|100.99\|107.99\|100.50\|516362;2026-07-01\|102.40\|-2.83\|106.38\|112.62\|101.00\|467961;2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579;2026-07-17\|93.89\|-8.92\|101.09\|101.24\|92.78\|407220
110677		储能热管理+宁德时代+墨西哥扩产+汽车热管理行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年5月6日互动易，公司储能电站电池热管理系统已批量供货宁德时代、比亚迪、远景能源等，2025年独立式电池热管理系统产量2.21万台，同比增50.61%。 2、据2026年4月30日董事会决议，公司拟向墨西哥子公司增资，推进本地化生产，提升美洲市场配套能力。 3、据2025年年度报告，公司具备“终端+标配”双模式，产品覆盖乘用车、商用车、储能及冷链等多领域热管理，为国内汽车热管理龙头之一。	新能源汽车热管理系统及零部件供应商，2025年净利润同比增长81.32%	2026-03-10\|9.05\|2.72\|8.89\|9.06\|8.88\|74836;2026-03-11\|9.07\|0.22\|9.04\|9.13\|9.02\|66851;2026-03-12\|8.90\|-1.87\|9.04\|9.07\|8.87\|67554;2026-03-13\|8.90\|0.00\|8.88\|9.02\|8.83\|63552;2026-03-16\|8.78\|-1.35\|8.86\|8.87\|8.67\|74096;2026-03-17\|8.62\|-1.82\|8.83\|8.87\|8.58\|67761;2026-03-18\|8.70\|0.93\|8.67\|8.75\|8.56\|51652;2026-03-19\|8.52\|-2.07\|8.58\|8.70\|8.50\|61822;2026-03-20\|8.29\|-2.70\|8.52\|8.62\|8.28\|88942;2026-03-23\|7.65\|-7.72\|8.19\|8.19\|7.52\|156874;2026-03-24\|7.99\|4.44\|7.84\|8.01\|7.72\|94557;2026-03-25\|8.23\|3.00\|8.06\|8.27\|8.02\|80247;2026-03-26\|8.13\|-1.22\|8.24\|8.43\|8.10\|81764;2026-03-27\|8.36\|2.83\|8.01\|8.38\|8.01\|75272;2026-03-30\|8.40\|0.48\|8.25\|8.48\|8.25\|87904;2026-03-31\|9.24\|10.00\|9.08\|9.24\|8.80\|143786;2026-04-01\|9.19\|-0.54\|9.48\|9.49\|8.85\|506242;2026-04-02\|9.26\|0.76\|9.18\|9.36\|9.13\|326320;2026-04-03\|9.03\|-2.48\|9.30\|9.54\|8.97\|211665;2026-04-07\|9.28\|2.77\|9.11\|9.33\|8.96\|213395;2026-04-08\|9.80\|5.60\|9.42\|10.08\|9.39\|355613;2026-04-09\|9.93\|1.33\|9.65\|10.10\|9.65\|320158;2026-04-10\|10.18\|2.52\|9.88\|10.30\|9.88\|280058;2026-04-13\|10.24\|0.59\|10.11\|10.55\|10.11\|294706;2026-04-14\|10.48\|2.34\|10.35\|10.48\|10.19\|249084;2026-04-15\|10.57\|0.86\|10.48\|11.08\|10.38\|302958;2026-04-16\|10.53\|-0.38\|10.59\|10.60\|10.35\|234002;2026-04-17\|10.35\|-1.71\|10.48\|10.66\|10.35\|231031;2026-04-20\|10.60\|2.42\|10.39\|10.74\|10.37\|214074;2026-04-21\|10.37\|-2.17\|10.55\|10.59\|10.30\|134793;2026-04-22\|10.55\|1.74\|10.35\|10.59\|10.29\|149547;2026-04-23\|10.41\|-1.33\|10.55\|10.60\|10.38\|119697;2026-04-24\|10.35\|-0.58\|10.38\|10.54\|10.23\|156577;2026-04-27\|10.52\|1.64\|10.32\|10.69\|10.24\|163670;2026-04-28\|10.43\|-0.86\|10.58\|10.65\|10.39\|129641;2026-04-29\|10.34\|-0.86\|10.39\|10.43\|10.11\|159337;2026-04-30\|9.91\|-4.16\|10.10\|10.18\|9.61\|249288;2026-05-06\|9.66\|-2.52\|9.91\|10.00\|9.61\|238894;2026-05-07\|9.56\|-1.04\|9.68\|9.71\|9.51\|135470;2026-05-08\|9.59\|0.31\|9.55\|9.66\|9.48\|126012;2026-05-11\|9.51\|-0.83\|9.64\|9.74\|9.47\|179596;2026-05-12\|9.43\|-0.84\|9.51\|9.55\|9.35\|134725;2026-05-13\|10.37\|9.97\|9.37\|10.37\|9.33\|251401;2026-05-14\|9.94\|-4.15\|10.54\|10.55\|9.77\|416209;2026-05-15\|9.93\|-0.10\|10.04\|10.11\|9.79\|220697;2026-05-18\|9.99\|0.60\|9.95\|10.08\|9.86\|172307;2026-05-19\|9.87\|-1.20\|9.96\|10.06\|9.69\|163042;2026-05-20\|9.87\|0.00\|9.87\|9.99\|9.70\|141964;2026-05-21\|9.53\|-3.44\|9.92\|9.97\|9.49\|167422;2026-05-22\|6.73\|0.90\|6.67\|6.82\|6.61\|189339;2026-05-25\|6.46\|-4.01\|6.73\|6.73\|6.45\|207402;2026-05-26\|6.18\|-4.33\|6.41\|6.45\|6.10\|206186;2026-05-27\|5.98\|-3.24\|6.18\|6.19\|5.95\|162444;2026-05-28\|5.95\|-0.50\|6.00\|6.02\|5.82\|147087;2026-05-29\|5.81\|-2.35\|5.95\|6.01\|5.75\|145967;2026-06-01\|5.85\|0.69\|5.78\|5.88\|5.74\|144365;2026-06-02\|5.78\|-1.20\|5.88\|5.88\|5.69\|106679;2026-06-03\|5.73\|-0.87\|5.77\|5.82\|5.65\|104723;2026-06-04\|5.66\|-1.22\|5.72\|5.75\|5.60\|100870;2026-06-05\|5.66\|0.00\|5.64\|5.81\|5.56\|122612;2026-06-08\|5.43\|-4.06\|5.58\|5.65\|5.35\|156373;2026-06-09\|5.55\|2.21\|5.45\|5.58\|5.41\|115570;2026-06-10\|5.33\|-3.96\|5.55\|5.55\|5.29\|104358;2026-06-11\|5.25\|-1.50\|5.32\|5.34\|5.17\|90909;2026-06-12\|5.30\|0.95\|5.35\|5.38\|5.19\|102486;2026-06-15\|5.47\|3.21\|5.34\|5.54\|5.34\|128433;2026-06-16\|5.49\|0.37\|5.45\|5.55\|5.36\|103235;2026-06-17\|5.43\|-1.09\|5.46\|5.58\|5.41\|100772;2026-06-18\|5.32\|-2.03\|5.40\|5.45\|5.30\|92258;2026-06-22\|5.24\|-1.50\|5.30\|5.31\|5.08\|144817;2026-06-23\|5.28\|0.76\|5.24\|5.41\|5.22\|127950;2026-06-24\|5.13\|-2.84\|5.21\|5.28\|5.08\|100024;2026-06-25\|5.04\|-1.75\|5.13\|5.22\|5.00\|105636;2026-06-26\|4.87\|-3.37\|5.06\|5.07\|4.85\|130745;2026-06-29\|4.80\|-1.44\|4.85\|4.87\|4.66\|173504;2026-06-30\|4.78\|-0.42\|4.79\|4.85\|4.70\|113590;2026-07-01\|4.82\|0.84\|4.79\|4.92\|4.74\|120025;2026-07-02\|4.84\|0.41\|4.83\|4.98\|4.81\|128807;2026-07-03\|5.12\|5.79\|4.85\|5.20\|4.80\|205116;2026-07-06\|5.06\|-1.17\|5.15\|5.18\|5.03\|128474;2026-07-07\|4.88\|-3.56\|5.08\|5.13\|4.83\|107473;2026-07-08\|4.80\|-1.64\|4.83\|4.88\|4.72\|94403;2026-07-09\|4.79\|-0.21\|4.79\|4.81\|4.67\|90621;2026-07-10\|4.82\|0.63\|4.79\|4.91\|4.67\|103471;2026-07-13\|4.63\|-3.94\|4.81\|4.81\|4.61\|108480;2026-07-14\|4.75\|2.59\|4.63\|4.79\|4.60\|93034;2026-07-15\|4.83\|1.68\|4.76\|4.86\|4.72\|83037;2026-07-16\|4.86\|0.62\|4.80\|4.96\|4.75\|92210;2026-07-17\|4.64\|-4.53\|4.85\|4.95\|4.60\|150742
110676		无人驾驶+线控转向+定点车企行业原因：据界面新闻，5月21日，特斯拉官方宣布监督版FSD的最新布局，其中提到监督版FSD可以在中国使用。公司原因： 1、据2026年5月11日互动易，公司线控转向项目由于客户保密要求，无法告知具体信息，项目节奏以客户要求为准，公司方面的研发推进顺利。 2、据2025年半年度报告，公司专注汽车转向系统超30年，具备全系列电动及智能转向技术，是重要自主品牌厂商。 3、据2025年2月28日互动易，公司为小米汽车配套转向中间轴，客户资源多元并切入新势力供应链。	公司在线控转向和后轮转向领域技术储备深厚，已获多家主流车企定点，线控转向首个量产项目预计于2026年下半年开始量产	2026-03-10\|23.11\|-0.99\|23.66\|23.68\|22.90\|350989;2026-03-11\|23.18\|0.30\|23.39\|24.07\|23.10\|575879;2026-03-12\|22.14\|-4.49\|23.45\|23.47\|22.02\|500760;2026-03-13\|22.75\|2.76\|21.60\|23.45\|21.52\|507464;2026-03-16\|22.68\|-0.31\|22.40\|22.95\|21.88\|315854;2026-03-17\|23.80\|4.94\|22.97\|24.80\|22.49\|835563;2026-03-18\|23.74\|-0.25\|23.77\|24.11\|23.15\|518605;2026-03-19\|22.97\|-3.24\|22.80\|23.98\|22.63\|422195;2026-03-20\|21.33\|-7.14\|22.97\|23.80\|21.03\|516516;2026-03-23\|19.61\|-8.06\|20.67\|20.86\|19.40\|520806;2026-03-24\|19.61\|0.00\|20.06\|20.19\|19.00\|418017;2026-03-25\|19.89\|1.43\|19.68\|20.21\|19.49\|357648;2026-03-26\|19.06\|-4.17\|19.89\|19.94\|18.92\|305194;2026-03-27\|19.25\|1.00\|18.88\|19.34\|18.52\|275516;2026-03-30\|19.34\|0.47\|19.03\|19.45\|18.85\|249618;2026-03-31\|20.15\|4.19\|19.55\|20.91\|19.01\|738285;2026-04-01\|19.53\|-3.08\|20.09\|20.30\|19.40\|501584;2026-04-02\|19.51\|-0.10\|19.73\|20.47\|19.36\|433457;2026-04-03\|18.58\|-4.77\|19.32\|19.51\|18.58\|327262;2026-04-07\|18.23\|-1.88\|18.58\|18.85\|18.01\|352825;2026-04-08\|19.45\|6.69\|18.61\|19.49\|18.61\|439306;2026-04-09\|19.17\|-1.44\|19.19\|19.38\|18.88\|232536;2026-04-10\|19.39\|1.15\|19.40\|19.75\|19.25\|245508;2026-04-13\|19.33\|-0.31\|19.11\|19.42\|19.02\|167591;2026-04-14\|19.50\|0.88\|19.50\|19.63\|19.15\|211142;2026-04-15\|19.33\|-0.87\|19.69\|19.79\|19.26\|237871;2026-04-16\|20.28\|4.91\|20.01\|21.05\|19.52\|693500;2026-04-17\|20.16\|-0.59\|20.28\|20.37\|19.86\|384251;2026-04-20\|20.43\|1.34\|20.01\|20.66\|19.87\|346260;2026-04-21\|20.67\|1.17\|20.33\|20.98\|20.20\|362853;2026-04-22\|20.58\|-0.44\|20.53\|20.64\|20.26\|290301;2026-04-23\|21.34\|3.69\|20.60\|21.87\|20.09\|790739;2026-04-24\|20.62\|-3.37\|21.00\|21.54\|20.62\|471080;2026-04-27\|19.78\|-4.07\|20.07\|20.25\|19.00\|538555;2026-04-28\|17.80\|-10.01\|18.94\|18.99\|17.80\|422498;2026-04-29\|17.39\|-2.30\|17.27\|17.47\|16.90\|390874;2026-04-30\|17.03\|-2.07\|17.46\|17.57\|16.91\|307530;2026-05-06\|17.63\|3.52\|17.05\|17.79\|17.05\|361736;2026-05-07\|18.54\|5.16\|17.78\|18.65\|17.68\|418189;2026-05-08\|18.68\|0.76\|18.42\|18.86\|18.07\|330967;2026-05-11\|18.29\|-2.09\|18.68\|18.89\|18.19\|343721;2026-05-12\|18.23\|-0.33\|18.75\|19.19\|18.13\|360235;2026-05-13\|20.05\|9.98\|18.17\|20.05\|18.14\|600553;2026-05-14\|18.92\|-5.64\|20.23\|20.25\|18.90\|546651;2026-05-15\|19.00\|0.42\|19.22\|19.85\|18.60\|523605;2026-05-18\|18.81\|-1.00\|18.68\|19.38\|18.60\|385937;2026-05-19\|18.96\|0.80\|18.93\|19.68\|18.73\|420595;2026-05-20\|18.11\|-4.48\|18.62\|19.55\|17.98\|513169;2026-05-21\|19.92\|9.99\|18.45\|19.92\|18.45\|685594;2026-05-22\|21.29\|6.88\|20.57\|21.50\|20.38\|1377038;2026-05-25\|21.99\|3.29\|21.01\|22.27\|20.83\|1119523;2026-05-26\|21.50\|-2.23\|21.30\|22.58\|21.01\|801266;2026-05-27\|20.64\|-4.00\|21.36\|22.00\|20.52\|623121;2026-05-28\|20.00\|-3.10\|20.67\|21.00\|19.55\|536247;2026-05-29\|18.84\|-5.80\|20.36\|21.40\|18.63\|633916;2026-06-01\|18.85\|0.05\|18.52\|19.58\|18.37\|402847;2026-06-02\|18.00\|-4.51\|18.81\|18.87\|17.71\|431089;2026-06-03\|17.62\|-2.11\|17.80\|18.11\|17.37\|325490;2026-06-04\|17.31\|-1.76\|17.36\|17.72\|17.10\|263713;2026-06-05\|16.76\|-3.18\|17.22\|17.38\|16.20\|455677;2026-06-08\|16.41\|-2.09\|16.01\|16.95\|15.99\|308000;2026-06-09\|16.46\|0.30\|16.75\|16.88\|16.05\|352973;2026-06-10\|15.50\|-5.83\|16.21\|16.39\|15.35\|342990;2026-06-11\|15.32\|-1.16\|15.51\|15.74\|15.21\|223880;2026-06-12\|15.44\|0.78\|15.57\|15.74\|15.31\|231509;2026-06-15\|15.92\|3.11\|15.60\|16.05\|15.55\|219191;2026-06-16\|15.88\|-0.25\|15.92\|16.11\|15.51\|218032;2026-06-17\|16.01\|0.82\|15.89\|16.62\|15.71\|429032;2026-06-18\|15.64\|-2.31\|15.84\|15.97\|15.50\|314619;2026-06-22\|15.45\|-1.21\|15.64\|15.88\|14.86\|372169;2026-06-23\|15.65\|1.29\|15.71\|16.48\|15.53\|454553;2026-06-24\|15.32\|-2.11\|15.97\|16.11\|15.21\|325415;2026-06-25\|14.82\|-3.26\|15.17\|15.24\|14.67\|375001;2026-06-26\|14.16\|-4.45\|14.76\|14.79\|14.15\|250313;2026-06-29\|14.01\|-1.06\|14.07\|14.27\|13.80\|220121;2026-06-30\|14.23\|1.57\|14.07\|14.27\|14.02\|182183;2026-07-01\|14.43\|1.41\|14.22\|14.53\|14.11\|241033;2026-07-02\|14.48\|0.35\|14.53\|15.33\|14.37\|381948;2026-07-03\|15.08\|4.14\|14.55\|15.40\|14.40\|447242;2026-07-06\|14.05\|-6.83\|14.90\|14.96\|14.05\|315510;2026-07-07\|13.53\|-3.70\|14.06\|14.59\|13.49\|247788;2026-07-08\|13.17\|-2.66\|13.48\|13.55\|12.99\|208030;2026-07-09\|13.32\|1.14\|13.08\|13.38\|12.83\|200247;2026-07-10\|13.47\|1.13\|13.32\|13.79\|13.25\|220636;2026-07-13\|12.45\|-7.57\|13.25\|13.27\|12.36\|215323;2026-07-14\|12.58\|1.04\|12.44\|12.60\|12.13\|167235;2026-07-15\|12.66\|0.64\|12.66\|12.79\|12.41\|154488;2026-07-16\|13.16\|3.95\|12.76\|13.58\|12.43\|402947;2026-07-17\|12.24\|-6.99\|13.39\|13.62\|12.15\|455143
110675		重大资产重组+乘用车拓展+智能网联+国企改革行业原因： 1、英伟达在CES 2026发布开源VLA模型Alpamayo，预测未来世界上将有10亿辆汽车实现高度或完全自动驾驶。 2、工信部2025年12月15日发放首批L3级自动驾驶车型准入许可，北京重庆试点落地，商业化应用进入实质阶段。公司原因： 1、据2025年12月9日公告，公司拟现金收购江苏玖星精密科技不低于51%股权，交易预计构成重大资产重组。 2、据2025年半年度报告及2025年9月23日互动易，公司新增乘用车电子及光导注塑件业务，配套奇瑞新能源iCAR、小蚂蚁等车型。 3、据2025年半年度报告，公司已形成完整客车车身电子控制产品线，涵盖CAN总线控制系统、云总线车联网系统等，服务智能网联需求。 4、据公司披露，最终控制人为丽水生态产业集聚区管理委员会丽水经济技术开发区管理委员会，具备国有企业背景。	国内汽车电子控制产品供应商；公司现有高级辅助驾驶和车联网相关产品，《威帝云总线车联网服务平台项目》公司已经建立数据存储中心，车载终端和大数据服务平台都已经在运行	2026-03-10\|5.34\|2.50\|5.23\|5.35\|5.22\|174574;2026-03-11\|5.20\|-2.62\|5.33\|5.35\|5.18\|152876;2026-03-12\|5.09\|-2.12\|5.19\|5.21\|5.07\|116532;2026-03-13\|5.04\|-0.98\|5.07\|5.14\|5.03\|86793;2026-03-16\|5.08\|0.79\|5.01\|5.12\|5.01\|83572;2026-03-17\|5.02\|-1.18\|5.09\|5.16\|5.02\|114828;2026-03-18\|5.06\|0.80\|5.02\|5.08\|4.95\|101618;2026-03-19\|4.89\|-3.36\|5.01\|5.05\|4.86\|113404;2026-03-20\|4.70\|-3.89\|4.92\|5.01\|4.70\|131136;2026-03-23\|4.48\|-4.68\|4.61\|4.70\|4.39\|193432;2026-03-24\|4.71\|5.13\|4.60\|4.71\|4.49\|173553;2026-03-25\|4.91\|4.25\|4.73\|4.91\|4.72\|130246;2026-03-26\|4.83\|-1.63\|4.90\|4.95\|4.80\|101658;2026-03-27\|4.95\|2.48\|4.80\|4.95\|4.76\|95155;2026-03-30\|5.33\|7.68\|4.90\|5.35\|4.89\|430352;2026-03-31\|5.28\|-0.94\|5.30\|5.45\|5.24\|310769;2026-04-01\|5.36\|1.52\|5.39\|5.40\|5.23\|186228;2026-04-02\|4.83\|-9.89\|5.38\|5.38\|4.82\|595255;2026-04-03\|4.60\|-4.76\|4.85\|5.05\|4.58\|386380;2026-04-07\|4.66\|1.30\|4.62\|4.73\|4.51\|226184;2026-04-08\|4.81\|3.22\|4.73\|4.82\|4.72\|155693;2026-04-09\|4.70\|-2.29\|4.84\|4.84\|4.67\|134817;2026-04-10\|4.69\|-0.21\|4.75\|4.82\|4.69\|109618;2026-04-13\|4.67\|-0.43\|4.66\|4.69\|4.61\|137056;2026-04-14\|4.57\|-2.14\|4.67\|4.89\|4.49\|183512;2026-04-15\|4.38\|-4.16\|4.58\|4.58\|4.36\|189978;2026-04-16\|4.48\|2.28\|4.37\|4.49\|4.35\|125296;2026-04-17\|4.47\|-0.22\|4.48\|4.49\|4.37\|122280;2026-04-20\|4.48\|0.22\|4.47\|4.48\|4.40\|95654;2026-04-21\|4.41\|-1.56\|4.48\|4.50\|4.37\|109405;2026-04-22\|4.38\|-0.68\|4.41\|4.44\|4.37\|84482;2026-04-23\|4.33\|-1.14\|4.37\|4.41\|4.28\|129419;2026-04-24\|4.39\|1.39\|4.31\|4.41\|4.29\|96034;2026-04-27\|4.47\|1.82\|4.42\|4.48\|4.27\|149980;2026-04-28\|4.39\|-1.79\|4.41\|4.48\|4.34\|115981;2026-04-29\|4.51\|2.73\|4.40\|4.59\|4.36\|165647;2026-04-30\|4.55\|0.89\|4.51\|4.59\|4.35\|197167;2026-05-06\|4.66\|2.42\|4.59\|4.70\|4.53\|190420;2026-05-07\|4.65\|-0.21\|4.66\|4.72\|4.62\|127392;2026-05-08\|4.71\|1.29\|4.67\|4.73\|4.60\|123429;2026-05-11\|4.84\|2.76\|4.74\|4.86\|4.63\|198233;2026-05-12\|4.82\|-0.41\|4.82\|4.87\|4.75\|133735;2026-05-13\|5.30\|9.96\|4.82\|5.30\|4.79\|344871;2026-05-14\|5.00\|-5.66\|5.27\|5.35\|5.00\|454178;2026-05-15\|5.06\|1.20\|5.07\|5.25\|5.00\|308798;2026-05-18\|5.05\|-0.20\|5.10\|5.17\|4.94\|202845;2026-05-19\|4.98\|-1.39\|5.11\|5.37\|4.96\|210549;2026-05-20\|5.15\|3.41\|5.03\|5.17\|4.95\|307597;2026-05-21\|4.91\|-4.66\|5.10\|5.31\|4.91\|237577;2026-05-22\|4.91\|0.00\|5.27\|5.30\|4.85\|313390;2026-05-25\|4.81\|-2.04\|5.02\|5.06\|4.79\|223121;2026-05-26\|4.72\|-1.87\|4.85\|4.98\|4.65\|200659;2026-05-27\|4.68\|-0.85\|4.70\|4.81\|4.57\|194350;2026-05-28\|4.70\|0.43\|4.65\|4.77\|4.59\|126097;2026-05-29\|4.49\|-4.47\|4.70\|4.77\|4.43\|134549;2026-06-01\|4.59\|2.23\|4.41\|4.64\|4.40\|108337;2026-06-02\|4.47\|-2.61\|4.58\|4.64\|4.44\|95523;2026-06-03\|4.38\|-2.01\|4.46\|4.47\|4.34\|92784;2026-06-04\|4.24\|-3.20\|4.37\|4.42\|4.23\|89796;2026-06-05\|4.21\|-0.71\|4.25\|4.32\|4.11\|97398;2026-06-08\|4.06\|-3.56\|4.11\|4.25\|3.98\|113065;2026-06-09\|4.09\|0.74\|4.13\|4.18\|4.02\|94268;2026-06-10\|3.98\|-2.69\|4.10\|4.10\|3.93\|102042;2026-06-11\|3.91\|-1.76\|3.96\|4.00\|3.84\|87161;2026-06-12\|3.99\|2.05\|3.95\|4.02\|3.89\|91394;2026-06-15\|4.00\|0.25\|4.05\|4.13\|3.95\|85115;2026-06-16\|3.95\|-1.25\|4.01\|4.01\|3.86\|94915;2026-06-17\|3.84\|-2.78\|3.94\|3.96\|3.84\|71663;2026-06-18\|3.82\|-0.52\|3.85\|4.09\|3.81\|110040;2026-06-22\|3.76\|-1.57\|3.76\|3.80\|3.60\|114434;2026-06-23\|3.94\|4.79\|3.78\|4.07\|3.70\|188757;2026-06-24\|3.93\|-0.25\|3.93\|3.98\|3.80\|147175;2026-06-25\|3.67\|-6.62\|4.00\|4.00\|3.62\|148901;2026-06-26\|3.63\|-1.09\|3.76\|3.77\|3.55\|113812;2026-06-29\|3.58\|-1.38\|3.56\|3.62\|3.44\|124925;2026-06-30\|3.73\|4.19\|3.59\|3.77\|3.55\|173369;2026-07-01\|3.77\|1.07\|3.71\|3.88\|3.68\|166413;2026-07-02\|3.77\|0.00\|3.79\|3.89\|3.75\|106199;2026-07-03\|3.82\|1.33\|3.78\|3.88\|3.72\|93390;2026-07-06\|3.80\|-0.52\|3.85\|3.92\|3.78\|84450;2026-07-07\|3.57\|-6.05\|3.81\|3.82\|3.57\|86636;2026-07-08\|3.57\|0.00\|3.57\|3.63\|3.51\|59492;2026-07-09\|3.55\|-0.56\|3.61\|3.63\|3.45\|63803;2026-07-10\|3.65\|2.82\|3.55\|3.74\|3.48\|91442;2026-07-13\|3.44\|-5.75\|3.65\|3.70\|3.42\|116165;2026-07-14\|3.55\|3.20\|3.44\|3.59\|3.39\|90271;2026-07-15\|3.66\|3.10\|3.54\|3.73\|3.52\|103136;2026-07-16\|3.71\|1.37\|3.71\|3.79\|3.60\|90957;2026-07-17\|3.52\|-5.12\|3.75\|3.84\|3.48\|114639
110674		液冷服务器+数据中心电源+储能行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年4月27日年报，公司针对AI等高热密度场景开发了LiquiX系列冷板式CDU，其液冷系列一体化方案可实现芯片级精准快速冷却，填补了液冷温控产品空白。 2、据2026年5月11日机构调研，公司储能业务保持高增长，已成第二增长曲线；2026年一季度营收12.40亿元，同比增长31.47%，归母净利润1.39亿元，同比增长24.84%。 3、据2026年4月27日年报，公司深耕“数据中心+新能源”双主业，其数据中心基础设施产品涵盖不间断电源UPS、精密空调及微模块等，是业内产品品类最齐全的公司之一。	公司针对AI智算场景已构建完备产品体系，包括PowerFort一体化电力模块、兆瓦级UPS、LiquiX AI智算液冷CDU等，并与字节跳动、阿里巴巴、京东等头部企业形成稳定合作格局	2026-03-10\|57.90\|2.62\|57.02\|58.16\|56.44\|115125;2026-03-11\|57.70\|-0.35\|57.94\|59.09\|57.38\|112282;2026-03-12\|54.88\|-4.89\|57.58\|57.68\|54.00\|133790;2026-03-13\|53.69\|-2.17\|54.13\|55.48\|53.32\|78599;2026-03-16\|51.09\|-4.84\|53.78\|54.00\|49.88\|150052;2026-03-17\|47.69\|-6.65\|51.26\|51.46\|47.60\|153674;2026-03-18\|48.33\|1.34\|48.11\|48.67\|47.20\|107639;2026-03-19\|46.00\|-4.82\|47.70\|47.91\|45.66\|171209;2026-03-20\|45.71\|-0.63\|46.19\|47.50\|45.60\|122167;2026-03-23\|44.40\|-2.87\|44.55\|46.12\|43.92\|147724;2026-03-24\|44.96\|1.26\|45.10\|45.39\|43.15\|110662;2026-03-25\|46.68\|3.83\|45.24\|47.05\|45.01\|119138;2026-03-26\|45.80\|-1.89\|46.78\|47.13\|45.55\|67556;2026-03-27\|46.29\|1.07\|44.91\|46.68\|44.91\|62675;2026-03-30\|45.90\|-0.84\|45.76\|46.70\|45.51\|82919;2026-03-31\|45.10\|-1.74\|45.66\|46.70\|44.81\|72450;2026-04-01\|46.05\|2.11\|45.75\|46.45\|45.50\|69576;2026-04-02\|44.53\|-3.30\|45.78\|45.88\|44.15\|63750;2026-04-03\|44.00\|-1.19\|44.75\|44.99\|44.00\|39658;2026-04-07\|43.80\|-0.45\|43.76\|44.50\|43.28\|61450;2026-04-08\|46.54\|6.26\|44.83\|46.68\|44.83\|94958;2026-04-09\|47.19\|1.40\|46.39\|48.15\|46.04\|107452;2026-04-10\|47.89\|1.48\|47.50\|49.15\|47.45\|98987;2026-04-13\|47.61\|-0.58\|47.39\|48.07\|46.00\|153522;2026-04-14\|48.09\|1.01\|47.99\|48.80\|47.20\|115102;2026-04-15\|47.30\|-1.64\|48.20\|48.80\|47.24\|86996;2026-04-16\|47.94\|1.35\|47.60\|48.58\|47.07\|92913;2026-04-17\|48.09\|0.31\|47.85\|48.31\|47.00\|107832;2026-04-20\|48.83\|1.54\|48.07\|49.54\|47.00\|140823;2026-04-21\|48.30\|-1.09\|48.42\|48.65\|47.02\|91145;2026-04-22\|48.62\|0.66\|48.35\|48.80\|47.73\|89752;2026-04-23\|49.13\|1.05\|48.77\|49.97\|48.58\|139392;2026-04-24\|47.99\|-2.32\|48.50\|48.95\|47.50\|107291;2026-04-27\|47.40\|-1.23\|47.81\|49.20\|47.00\|155378;2026-04-28\|45.52\|-3.97\|47.09\|47.50\|45.01\|132126;2026-04-29\|47.08\|3.43\|45.20\|47.50\|45.01\|153734;2026-04-30\|46.55\|-1.13\|46.88\|47.10\|45.83\|110050;2026-05-06\|47.17\|1.33\|46.77\|47.65\|46.76\|146421;2026-05-07\|48.95\|3.77\|47.17\|49.15\|46.80\|210530;2026-05-08\|47.88\|-2.19\|48.47\|48.57\|47.40\|159742;2026-05-11\|49.16\|2.67\|48.40\|49.99\|48.10\|182458;2026-05-12\|48.95\|-0.43\|50.81\|51.00\|48.68\|173866;2026-05-13\|53.85\|10.01\|48.73\|53.85\|48.72\|221266;2026-05-14\|57.68\|7.11\|54.93\|58.90\|54.11\|418689;2026-05-15\|57.92\|0.42\|57.23\|59.85\|57.23\|286721;2026-05-18\|63.35\|9.38\|58.49\|63.71\|58.49\|322945;2026-05-19\|64.47\|1.77\|63.33\|64.62\|60.50\|332282;2026-05-20\|64.39\|-0.12\|64.47\|65.58\|62.90\|208006;2026-05-21\|60.74\|-5.67\|64.50\|65.47\|60.00\|211774;2026-05-22\|62.40\|2.73\|61.50\|62.80\|59.75\|153493;2026-05-25\|60.30\|-3.37\|63.30\|63.44\|60.08\|178616;2026-05-26\|57.47\|-4.69\|60.50\|61.00\|56.60\|186802;2026-05-27\|56.00\|-1.79\|57.45\|59.50\|55.40\|158827;2026-05-28\|55.65\|-0.62\|55.90\|56.64\|54.79\|120654;2026-05-29\|54.29\|-2.44\|56.74\|57.38\|53.79\|157481;2026-06-01\|51.95\|-4.31\|54.30\|55.38\|51.63\|177710;2026-06-02\|51.95\|0.00\|52.19\|52.99\|50.02\|129509;2026-06-03\|51.28\|-1.29\|51.93\|53.36\|50.71\|126754;2026-06-04\|51.23\|-0.10\|50.58\|51.97\|50.33\|98102;2026-06-05\|50.90\|-0.64\|51.01\|53.21\|49.23\|160424;2026-06-08\|48.01\|-5.68\|48.39\|49.53\|47.48\|161716;2026-06-09\|48.85\|1.75\|48.52\|49.19\|47.50\|116754;2026-06-10\|46.41\|-4.99\|47.75\|48.36\|45.95\|144172;2026-06-11\|45.56\|-1.83\|46.09\|46.42\|44.44\|126341;2026-06-12\|45.48\|-0.18\|46.06\|47.20\|45.38\|121043;2026-06-15\|48.85\|7.41\|46.00\|49.03\|45.80\|219106;2026-06-16\|50.85\|4.09\|49.30\|51.36\|48.85\|210840;2026-06-17\|52.18\|2.62\|50.77\|52.86\|50.50\|183899;2026-06-18\|52.18\|0.00\|52.07\|52.60\|51.50\|123644;2026-06-22\|52.03\|-0.29\|53.00\|53.40\|50.96\|135952;2026-06-23\|49.40\|-5.05\|52.60\|52.80\|49.01\|134006;2026-06-24\|49.48\|0.16\|49.32\|50.36\|48.22\|90448;2026-06-25\|54.43\|10.00\|50.18\|54.43\|49.60\|125370;2026-06-26\|50.90\|-6.49\|55.95\|56.87\|50.55\|309595;2026-06-29\|48.72\|-4.28\|50.65\|50.90\|47.57\|197932;2026-06-30\|53.59\|10.00\|48.72\|53.59\|48.00\|173346;2026-07-01\|51.47\|-3.96\|53.80\|54.18\|51.15\|241488;2026-07-02\|49.07\|-4.66\|50.80\|51.54\|48.89\|160954;2026-07-03\|47.80\|-2.59\|49.30\|50.12\|47.71\|154103;2026-07-06\|47.45\|-0.73\|47.81\|49.79\|47.23\|150487;2026-07-07\|45.76\|-3.56\|47.45\|48.44\|45.40\|119920;2026-07-08\|41.18\|-10.01\|45.76\|46.10\|41.18\|226511;2026-07-09\|42.29\|2.70\|41.53\|42.52\|39.68\|161739;2026-07-10\|40.99\|-3.07\|42.29\|43.17\|40.97\|128022;2026-07-13\|37.51\|-8.49\|41.01\|41.35\|37.41\|135252;2026-07-14\|38.60\|2.91\|37.51\|38.77\|36.34\|113608;2026-07-15\|38.52\|-0.21\|38.60\|40.28\|38.17\|119077;2026-07-16\|35.99\|-6.57\|38.01\|38.31\|35.76\|115114;2026-07-17\|33.53\|-6.84\|35.97\|35.99\|33.14\|117853
110673		AI PC镁合金+笔记本结构件+戴尔+收购液冷Asetek 行业原因： 1、6月1日，英伟达正式宣布进军AI PC市场，发布搭载其芯片的产品线，首批PC预计将包括微软Surface及戴尔等品牌，标志着英伟达开始将GPU、CPU及软件整合进PC生态。 2、近日，戴尔、联想因AI服务器需求激增股价大涨，带动行业景气预期。公司原因： 1、据2026年4月22日年报，公司主营业务为消费电子产品结构件模组及相关精密模具，公司消费类镁合金产品受益于AIPC渗透率提升收入同比增长超30%，联想、惠普和戴尔均为公司主要客户。 2、据2026年6月2日公告，公司就市场传闻澄清，戴尔是公司客户之一，公司为其提供笔记本电脑结构件产品，但公司目前与戴尔合作的机型中不涉及上述AI PC产品，且公司目前无规模化机器人业务及量产产品。 3、据2026年6月1日公告，公司已完成对Asetek A/S的强制收购并交割，对应总要约对价不超过5.47亿丹麦克朗，Asetek为液冷解决方案提供商，与公司现有下游客户存在重复度，有望互相赋能。	公司是笔记本结构件国内龙头，完成对丹麦Asetek全部股权要约收购，整合其数据中心液冷技术，冷板与CDU环节价值量各占1/3，计划以“技术+制造”模式切入爆发式增长的液冷市场	2026-03-10\|14.76\|3.87\|14.40\|14.80\|14.40\|120977;2026-03-11\|14.84\|0.54\|14.83\|15.32\|14.77\|124530;2026-03-12\|14.61\|-1.55\|14.73\|14.90\|14.51\|91556;2026-03-13\|14.44\|-1.16\|14.52\|14.73\|14.39\|65505;2026-03-16\|14.56\|0.83\|14.41\|14.57\|14.18\|66131;2026-03-17\|14.19\|-2.54\|14.62\|14.64\|14.15\|82154;2026-03-18\|14.55\|2.54\|14.19\|14.57\|14.18\|71897;2026-03-19\|14.15\|-2.75\|14.38\|14.44\|14.10\|74532;2026-03-20\|13.92\|-1.63\|14.23\|14.35\|13.91\|80345;2026-03-23\|12.79\|-8.12\|13.50\|13.76\|12.71\|149484;2026-03-24\|13.54\|5.86\|13.39\|13.54\|13.11\|146477;2026-03-25\|13.74\|1.48\|13.54\|13.76\|13.48\|90609;2026-03-26\|13.58\|-1.16\|13.70\|13.77\|13.47\|64031;2026-03-27\|13.77\|1.40\|13.45\|13.77\|13.37\|66821;2026-03-30\|13.72\|-0.36\|13.50\|13.77\|13.42\|67866;2026-03-31\|13.66\|-0.44\|13.65\|14.01\|13.63\|73788;2026-04-01\|14.40\|5.42\|13.91\|14.82\|13.91\|224334;2026-04-02\|13.71\|-4.79\|14.41\|14.41\|13.62\|148883;2026-04-03\|13.78\|0.51\|13.79\|14.14\|13.67\|75807;2026-04-07\|14.19\|2.98\|13.80\|14.42\|13.80\|139595;2026-04-08\|15.61\|10.01\|14.50\|15.61\|14.50\|508575;2026-04-09\|15.78\|1.09\|15.47\|15.91\|15.47\|424368;2026-04-10\|15.64\|-0.89\|15.88\|15.96\|15.63\|287824;2026-04-13\|15.66\|0.13\|15.50\|15.98\|15.46\|175703;2026-04-14\|17.01\|8.62\|15.95\|17.23\|15.72\|731597;2026-04-15\|18.71\|9.99\|17.14\|18.71\|17.14\|675364;2026-04-16\|18.89\|0.96\|18.55\|19.38\|18.00\|1007745;2026-04-17\|18.92\|0.16\|18.80\|19.17\|18.45\|694102;2026-04-20\|20.11\|6.29\|19.28\|20.70\|19.00\|748872;2026-04-21\|19.80\|-1.54\|19.01\|20.80\|19.01\|672286;2026-04-22\|19.84\|0.20\|19.83\|20.30\|19.33\|497384;2026-04-23\|19.76\|-0.40\|20.15\|20.55\|19.57\|516370;2026-04-24\|18.94\|-4.15\|19.43\|19.68\|18.88\|438088;2026-04-27\|18.51\|-2.27\|18.72\|19.07\|18.36\|325320;2026-04-28\|19.25\|4.00\|19.01\|20.15\|18.76\|516618;2026-04-29\|19.49\|1.25\|18.78\|20.00\|18.78\|348611;2026-04-30\|18.87\|-3.18\|19.56\|19.62\|18.87\|242201;2026-05-06\|18.95\|0.42\|19.22\|19.34\|18.79\|249130;2026-05-07\|19.89\|4.96\|19.10\|20.28\|18.75\|429591;2026-05-08\|20.24\|1.76\|19.49\|20.64\|19.24\|491325;2026-05-11\|20.55\|1.53\|21.00\|21.00\|20.02\|460551;2026-05-12\|19.98\|-2.77\|20.30\|20.49\|19.75\|294522;2026-05-13\|21.98\|10.01\|19.78\|21.98\|19.70\|456663;2026-05-14\|20.70\|-5.82\|22.29\|22.51\|20.66\|592914;2026-05-15\|20.06\|-3.09\|20.75\|20.81\|19.90\|396344;2026-05-18\|19.94\|-0.60\|19.52\|20.35\|19.41\|274022;2026-05-19\|20.28\|1.71\|19.77\|20.40\|19.33\|280249;2026-05-20\|19.79\|-2.42\|20.08\|20.18\|19.52\|244068;2026-05-21\|20.88\|5.51\|19.98\|21.77\|19.68\|800285;2026-05-22\|22.97\|10.01\|20.99\|22.97\|20.99\|494959;2026-05-25\|23.84\|3.79\|24.00\|24.73\|23.54\|864962;2026-05-26\|24.27\|1.80\|23.55\|24.46\|23.14\|646809;2026-05-27\|22.45\|-7.50\|23.72\|24.44\|22.01\|627600;2026-05-28\|22.55\|0.45\|21.97\|22.69\|21.75\|487687;2026-05-29\|24.81\|10.02\|23.39\|24.81\|23.18\|416293;2026-06-01\|27.29\|10.00\|27.29\|27.29\|27.29\|43261;2026-06-02\|30.02\|10.00\|30.02\|30.02\|30.02\|38143;2026-06-03\|31.33\|4.36\|31.59\|32.58\|29.23\|1605114;2026-06-04\|29.36\|-6.29\|29.17\|30.50\|28.20\|1302976;2026-06-05\|31.24\|6.40\|28.36\|32.30\|27.68\|1420949;2026-06-08\|28.12\|-9.99\|28.88\|29.40\|28.12\|631532;2026-06-09\|25.43\|-9.57\|27.50\|28.00\|25.31\|1033399;2026-06-10\|23.60\|-7.20\|25.00\|25.43\|23.40\|822398;2026-06-11\|22.80\|-3.39\|22.90\|23.66\|22.40\|625946;2026-06-12\|22.84\|0.18\|22.88\|23.80\|22.60\|632475;2026-06-15\|24.19\|5.91\|23.05\|24.82\|23.05\|599100;2026-06-16\|24.96\|3.18\|24.00\|25.60\|23.80\|542498;2026-06-17\|25.09\|0.52\|24.51\|25.59\|24.50\|476028;2026-06-18\|25.75\|3.46\|24.67\|25.92\|24.42\|622996;2026-06-22\|27.72\|7.65\|26.00\|27.87\|25.50\|699155;2026-06-23\|27.94\|0.79\|28.44\|30.49\|26.74\|807698;2026-06-24\|29.44\|5.37\|26.80\|30.33\|25.68\|789313;2026-06-25\|28.53\|-3.09\|28.66\|29.68\|28.19\|558186;2026-06-26\|27.09\|-5.05\|27.61\|28.53\|26.59\|422287;2026-06-29\|26.27\|-3.03\|26.59\|27.80\|26.00\|383910;2026-06-30\|27.62\|5.14\|25.77\|27.91\|25.30\|406661;2026-07-01\|26.03\|-5.76\|27.79\|27.79\|25.94\|394092;2026-07-02\|24.03\|-7.68\|25.20\|25.75\|23.97\|369209;2026-07-03\|23.44\|-2.46\|24.03\|24.49\|23.21\|320810;2026-07-06\|23.55\|0.47\|23.44\|24.20\|22.85\|292970;2026-07-07\|22.34\|-5.14\|23.30\|23.68\|22.00\|244809;2026-07-08\|21.56\|-3.49\|22.58\|22.63\|21.50\|204028;2026-07-09\|22.92\|6.31\|21.79\|22.95\|20.86\|280097;2026-07-10\|22.92\|0.00\|22.85\|23.74\|22.69\|295357;2026-07-13\|22.36\|-2.44\|22.50\|24.24\|22.26\|293447;2026-07-14\|22.55\|0.85\|22.40\|23.08\|21.21\|257368;2026-07-15\|23.26\|3.15\|22.78\|23.74\|21.90\|362009;2026-07-16\|22.08\|-5.07\|22.55\|23.68\|21.62\|307338;2026-07-17\|19.87\|-10.01\|21.51\|21.65\|19.87\|265106
110672	研究称数据中心将面临55GW的电力缺口	涨停揭秘：拟101亿元收购恒力石化旗下康辉新材，切入高端新材料赛道，叠加大连市国资委控股及国企改革政策催化；涨停缘由：康辉新材为国内BOPET、PBS/PBAT龙头；重组完成后将形成新材料平台；地方国企改革提速预期；恒力系资本运作活跃增强市场信心；资金逻辑：4月16日首板启动，成交额显著放大，资金押注重组进程加速及资产注入预期，属典型主题博弈型交易；风险提示：重组尚需证监会核准，存在不确定性；康辉新材业绩承诺完成情况需跟踪；热电主业持续承压	实控人大连市国资委，公司主营热电联营；此前拟101亿元购买康辉新材股权并定增募集配套资金，后者大股东为恒力石化	2026-03-10\|6.80\|0.59\|6.82\|6.86\|6.72\|99477;2026-03-11\|6.78\|-0.29\|6.80\|6.82\|6.72\|83885;2026-03-12\|6.95\|2.51\|6.78\|6.95\|6.69\|163807;2026-03-13\|6.76\|-2.73\|6.98\|6.99\|6.71\|165418;2026-03-16\|7.07\|4.59\|6.73\|7.24\|6.73\|375009;2026-03-17\|6.77\|-4.24\|7.00\|7.10\|6.73\|223594;2026-03-18\|6.81\|0.59\|6.88\|6.99\|6.77\|126596;2026-03-19\|6.69\|-1.76\|6.74\|6.95\|6.66\|116326;2026-03-20\|6.66\|-0.45\|6.72\|6.83\|6.47\|190637;2026-03-23\|6.44\|-3.30\|6.48\|6.77\|6.38\|200474;2026-03-24\|6.92\|7.45\|6.54\|6.97\|6.52\|246434;2026-03-25\|7.11\|2.75\|6.93\|7.17\|6.80\|267812;2026-03-26\|7.50\|5.49\|7.04\|7.77\|7.00\|673122;2026-03-27\|7.26\|-3.20\|7.42\|7.73\|7.20\|500259;2026-03-30\|7.12\|-1.93\|7.15\|7.28\|6.74\|421034;2026-03-31\|6.96\|-2.25\|7.05\|7.39\|6.90\|287092;2026-04-01\|6.84\|-1.72\|7.01\|7.05\|6.70\|248374;2026-04-02\|6.67\|-2.49\|6.85\|7.04\|6.63\|208101;2026-04-03\|6.28\|-5.85\|6.64\|6.71\|6.28\|173100;2026-04-07\|6.51\|3.66\|6.28\|6.55\|6.18\|144814;2026-04-08\|6.66\|2.30\|6.65\|6.70\|6.53\|105677;2026-04-09\|6.66\|0.00\|6.66\|6.66\|6.52\|102746;2026-04-10\|6.89\|3.45\|6.68\|6.95\|6.60\|182404;2026-04-13\|6.96\|1.02\|6.89\|7.17\|6.76\|158855;2026-04-14\|6.75\|-3.02\|6.97\|7.00\|6.70\|130566;2026-04-15\|6.66\|-1.33\|6.80\|6.80\|6.65\|83502;2026-04-16\|7.33\|10.06\|6.66\|7.33\|6.57\|317298;2026-04-17\|7.38\|0.68\|7.47\|7.57\|7.27\|399923;2026-04-20\|7.45\|0.95\|7.39\|7.59\|7.30\|283317;2026-04-21\|7.29\|-2.15\|7.46\|7.47\|7.27\|209945;2026-04-22\|7.47\|2.47\|7.33\|7.49\|7.25\|216667;2026-04-23\|7.36\|-1.47\|7.37\|7.76\|7.35\|180806;2026-04-24\|7.38\|0.27\|7.36\|7.69\|7.24\|229279;2026-04-27\|7.47\|1.22\|7.29\|7.50\|7.17\|189059;2026-04-28\|7.61\|1.87\|7.45\|7.67\|7.36\|329670;2026-04-29\|7.70\|1.18\|7.54\|7.90\|7.40\|377030;2026-04-30\|7.75\|0.65\|7.66\|7.84\|7.56\|274643;2026-05-06\|8.53\|10.06\|7.75\|8.53\|7.75\|420069;2026-05-07\|9.38\|9.96\|8.85\|9.38\|8.73\|513567;2026-05-08\|9.09\|-3.09\|9.59\|10.30\|9.05\|1094392;2026-05-11\|9.65\|6.16\|9.06\|9.89\|8.82\|982456;2026-05-12\|10.62\|10.05\|9.37\|10.62\|9.15\|1046850;2026-05-13\|10.83\|1.98\|11.00\|11.68\|10.50\|1424131;2026-05-14\|9.75\|-9.97\|10.33\|10.64\|9.75\|900656;2026-05-15\|9.19\|-5.74\|9.15\|9.60\|8.80\|833350;2026-05-18\|8.93\|-2.83\|9.10\|9.24\|8.80\|495457;2026-05-19\|8.95\|0.22\|8.95\|9.01\|8.63\|455809;2026-05-20\|8.34\|-6.82\|8.90\|8.90\|8.27\|489574;2026-05-21\|8.06\|-3.36\|8.18\|8.46\|8.04\|399993;2026-05-22\|8.87\|10.05\|8.06\|8.87\|8.04\|426280;2026-05-25\|9.20\|3.72\|9.15\|9.50\|8.84\|797492;2026-05-26\|9.83\|6.85\|9.08\|10.11\|8.89\|853430;2026-05-27\|10.15\|3.26\|9.46\|10.37\|9.18\|884203;2026-05-28\|9.59\|-5.52\|9.78\|10.17\|9.45\|673323;2026-05-29\|9.64\|0.52\|9.30\|10.02\|9.28\|613641;2026-06-01\|9.72\|0.83\|9.48\|9.76\|8.92\|515786;2026-06-02\|9.29\|-4.42\|9.53\|9.53\|9.00\|423919;2026-06-03\|9.19\|-1.08\|9.29\|9.44\|8.99\|421866;2026-06-04\|8.97\|-2.39\|9.23\|9.28\|8.87\|347939;2026-06-05\|8.53\|-4.91\|9.00\|9.08\|8.43\|333525;2026-06-08\|8.23\|-3.52\|8.30\|8.68\|8.12\|264617;2026-06-09\|9.05\|9.96\|8.41\|9.05\|8.18\|250180;2026-06-10\|9.23\|1.99\|9.10\|9.66\|8.95\|568079;2026-06-11\|8.74\|-5.31\|9.05\|9.12\|8.63\|389170;2026-06-12\|8.62\|-1.37\|8.86\|9.00\|8.62\|260172;2026-06-15\|8.74\|1.39\|8.57\|8.98\|8.45\|273760;2026-06-16\|8.71\|-0.34\|8.74\|8.80\|8.42\|225179;2026-06-17\|8.74\|0.34\|8.72\|8.88\|8.45\|234392;2026-06-18\|8.92\|2.06\|8.74\|9.15\|8.54\|324048;2026-06-22\|8.99\|0.78\|8.90\|9.45\|8.67\|393676;2026-06-23\|9.89\|10.01\|8.99\|9.89\|8.91\|691671;2026-06-24\|9.41\|-4.85\|9.92\|9.92\|9.10\|633259;2026-06-25\|8.47\|-9.99\|9.29\|9.30\|8.47\|497169;2026-06-26\|8.52\|0.59\|8.22\|9.09\|8.22\|353759;2026-06-29\|7.88\|-7.51\|8.26\|8.41\|7.67\|358584;2026-06-30\|7.71\|-2.16\|7.72\|7.76\|7.40\|259851;2026-07-01\|8.06\|4.54\|7.82\|8.38\|7.76\|303223;2026-07-02\|7.75\|-3.85\|8.02\|8.20\|7.74\|213047;2026-07-03\|7.74\|-0.13\|7.73\|7.86\|7.51\|160519;2026-07-06\|7.76\|0.26\|7.74\|7.80\|7.51\|146301;2026-07-07\|7.47\|-3.74\|7.78\|7.95\|7.46\|165819;2026-07-08\|7.34\|-1.74\|7.49\|7.49\|7.26\|118995;2026-07-09\|7.54\|2.72\|7.33\|7.60\|7.26\|138601;2026-07-10\|7.79\|3.32\|7.53\|8.05\|7.41\|217472;2026-07-13\|7.29\|-6.42\|7.66\|7.69\|7.27\|165368;2026-07-14\|7.19\|-1.37\|7.21\|7.30\|7.03\|138336;2026-07-15\|7.14\|-0.70\|7.19\|7.39\|7.08\|125243;2026-07-16\|6.99\|-2.10\|7.13\|7.18\|6.94\|100324;2026-07-17\|6.91\|-1.14\|6.96\|7.19\|6.84\|189833
110671	研究称数据中心将面临55GW的电力缺口	算电协同+虚拟电厂+储能行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2026年5月12日投资者关系活动记录表，公司明确“电力+算力”协同战略，携手国内头部AI企业共建长三角、珠三角AIDC智算节点，实现低成本绿电与高效算力耦合，算电业务年增速目标30%。 2、据2025年年报及2026年5月12日投资者关系活动记录表，公司虚拟电厂在江苏辅助服务市场可调负荷规模占比约33%，并加速向全国复制，能源服务收入占比拟五年内突破50%。 3、据2025年年报，公司并网储能790.54MW，依托“源网荷储”一体化资产开展电能量交易、需求响应及绿证交易，形成多元化收益叠加。	公司新能源发电聚焦光伏电站开发运营，光伏装机 2374.88MW（分布式 1910.54MW、集中式 464.34MW），打造 “鑫零碳”“鑫阳光” 品牌光伏产品	2026-03-10\|18.12\|5.47\|18.39\|18.68\|17.07\|3599765;2026-03-11\|19.42\|7.17\|18.01\|19.93\|17.39\|3713462;2026-03-12\|21.36\|9.99\|20.00\|21.36\|19.50\|3475722;2026-03-13\|22.28\|4.31\|21.36\|22.99\|20.73\|3630103;2026-03-16\|21.36\|-4.13\|22.24\|22.64\|20.10\|3428263;2026-03-17\|20.03\|-6.23\|21.13\|22.25\|19.81\|3315437;2026-03-18\|20.37\|1.70\|20.43\|21.00\|20.20\|2577163;2026-03-19\|20.16\|-1.03\|20.00\|21.58\|19.90\|2545296;2026-03-20\|20.80\|3.17\|20.07\|22.10\|19.23\|3832447;2026-03-23\|19.00\|-8.65\|20.00\|21.10\|18.90\|2540168;2026-03-24\|19.80\|4.21\|19.57\|20.15\|18.81\|2701985;2026-03-25\|20.02\|1.11\|19.52\|20.93\|19.50\|2803220;2026-03-26\|18.61\|-7.04\|19.64\|19.70\|18.26\|2401863;2026-03-27\|17.76\|-4.57\|17.99\|18.20\|17.19\|1744326;2026-03-30\|16.72\|-5.86\|17.46\|17.57\|16.28\|1629654;2026-03-31\|15.94\|-4.67\|16.71\|16.72\|15.88\|1335479;2026-04-01\|17.25\|8.22\|16.31\|17.53\|16.04\|2638993;2026-04-02\|16.39\|-4.99\|17.08\|17.12\|16.26\|1706004;2026-04-03\|16.20\|-1.16\|16.60\|16.69\|16.19\|926574;2026-04-07\|17.35\|7.10\|16.36\|17.82\|16.30\|2331944;2026-04-08\|17.91\|3.23\|17.52\|18.04\|17.20\|2355806;2026-04-09\|17.41\|-2.79\|17.51\|17.80\|17.28\|1319758;2026-04-10\|17.36\|-0.29\|17.60\|17.70\|17.15\|1245630;2026-04-13\|17.51\|0.86\|17.11\|17.60\|17.10\|1056231;2026-04-14\|17.65\|0.80\|17.60\|18.00\|17.45\|1303620;2026-04-15\|17.80\|0.85\|17.81\|18.25\|17.33\|2031133;2026-04-16\|18.42\|3.48\|17.90\|18.82\|17.51\|2040670;2026-04-17\|18.53\|0.60\|18.42\|19.35\|18.38\|2027086;2026-04-20\|19.16\|3.40\|18.54\|19.58\|18.54\|2022333;2026-04-21\|18.91\|-1.30\|19.28\|19.56\|18.00\|1879325;2026-04-22\|19.87\|5.08\|18.78\|19.95\|18.66\|1941478;2026-04-23\|20.68\|4.08\|20.20\|21.60\|19.21\|2301496;2026-04-24\|19.51\|-5.66\|20.06\|20.88\|19.50\|1575818;2026-04-27\|18.31\|-6.15\|18.90\|19.45\|18.25\|1521387;2026-04-28\|18.87\|3.06\|18.10\|19.19\|17.94\|1383283;2026-04-29\|18.69\|-0.95\|18.60\|19.44\|18.40\|1331859;2026-04-30\|17.75\|-5.03\|18.69\|18.75\|17.60\|1413730;2026-05-06\|19.53\|10.03\|18.17\|19.53\|18.17\|1631272;2026-05-07\|20.59\|5.43\|20.39\|20.91\|20.10\|2425702;2026-05-08\|20.38\|-1.02\|20.29\|20.74\|20.12\|1476158;2026-05-11\|20.28\|-0.49\|20.91\|21.70\|20.19\|1640990;2026-05-12\|21.26\|4.83\|20.60\|21.70\|19.78\|2428980;2026-05-13\|23.39\|10.02\|21.50\|23.39\|21.50\|1286333;2026-05-14\|23.50\|0.47\|25.38\|25.63\|23.50\|3429456;2026-05-15\|21.71\|-7.62\|23.11\|23.60\|21.20\|2500371;2026-05-18\|21.47\|-1.11\|22.07\|22.26\|21.25\|1519028;2026-05-19\|22.39\|4.29\|21.46\|22.95\|20.98\|1732276;2026-05-20\|20.95\|-6.43\|21.95\|22.20\|20.80\|1574639;2026-05-21\|20.14\|-3.87\|20.88\|21.36\|20.07\|1250530;2026-05-22\|21.55\|7.00\|20.15\|21.80\|19.85\|1631718;2026-05-25\|22.39\|3.90\|21.83\|23.00\|21.82\|1704820;2026-05-26\|21.53\|-3.84\|22.13\|22.15\|21.16\|1122509;2026-05-27\|21.70\|0.79\|21.11\|22.49\|20.91\|1441323;2026-05-28\|23.00\|5.99\|22.10\|23.00\|21.88\|1812447;2026-05-29\|23.38\|1.65\|23.09\|23.86\|22.40\|1924702;2026-06-01\|22.63\|-3.21\|24.09\|24.09\|21.04\|1572290;2026-06-02\|23.30\|2.96\|21.99\|23.76\|21.14\|1565421;2026-06-03\|24.37\|4.59\|22.80\|25.57\|22.50\|2172234;2026-06-04\|24.12\|-1.03\|23.81\|25.24\|23.68\|1664406;2026-06-05\|22.32\|-7.46\|23.98\|24.44\|22.29\|1495529;2026-06-08\|20.09\|-9.99\|21.27\|22.20\|20.09\|1259127;2026-06-09\|20.53\|2.19\|20.06\|20.70\|18.96\|1321804;2026-06-10\|18.48\|-9.99\|19.85\|19.85\|18.48\|1159256;2026-06-11\|17.73\|-4.06\|17.93\|18.24\|17.55\|960397;2026-06-12\|17.11\|-3.50\|18.00\|18.23\|17.06\|978907;2026-06-15\|18.26\|6.72\|17.38\|18.40\|17.11\|986920;2026-06-16\|18.93\|3.67\|18.36\|19.45\|17.85\|1014617;2026-06-17\|18.95\|0.11\|18.99\|19.42\|18.59\|930750;2026-06-18\|18.63\|-1.17\|18.65\|19.00\|18.46\|781554;2026-06-22\|18.12\|-2.74\|18.47\|18.56\|17.64\|951682;2026-06-23\|17.14\|-5.41\|18.00\|18.00\|17.02\|780305;2026-06-24\|18.07\|5.43\|18.01\|18.85\|17.73\|1471379;2026-06-25\|17.49\|-3.21\|17.50\|18.25\|17.25\|1070200;2026-06-26\|17.62\|0.74\|17.82\|18.65\|17.33\|1272953;2026-06-29\|16.30\|-7.49\|17.02\|17.28\|16.10\|1151942;2026-06-30\|16.32\|0.12\|16.10\|16.53\|15.68\|725125;2026-07-01\|16.80\|2.94\|16.32\|16.98\|15.86\|897836;2026-07-02\|15.73\|-6.37\|16.55\|16.72\|15.68\|843618;2026-07-03\|15.53\|-1.27\|15.53\|15.85\|15.45\|521169;2026-07-06\|15.07\|-2.96\|15.65\|15.69\|14.97\|547549;2026-07-07\|15.08\|0.07\|14.90\|15.60\|14.61\|813585;2026-07-08\|14.08\|-6.63\|14.98\|14.98\|14.07\|673715;2026-07-09\|14.36\|1.99\|14.20\|14.55\|13.70\|634650;2026-07-10\|14.88\|3.62\|14.54\|15.35\|14.41\|743527;2026-07-13\|14.05\|-5.58\|14.83\|14.97\|14.01\|529977;2026-07-14\|14.18\|0.93\|14.05\|14.47\|13.77\|402023;2026-07-15\|13.99\|-1.34\|14.16\|14.30\|13.86\|328602;2026-07-16\|13.57\|-3.00\|14.03\|14.11\|13.48\|412652;2026-07-17\|13.07\|-3.68\|13.50\|13.86\|12.97\|636621
110670	研究称数据中心将面临55GW的电力缺口	算电协同+储能+风电+电梯部件行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司立足储能产业升级趋势，探索数据中心绿色能源综合管理的储能和新能源业务，2025年与庆阳市政府、甘肃移动等签署战略协议，共同探索算电协同智能调度模式，重点开发“通信基础设施新能源化”项目。 2、据2026年4月9日年报，公司自主开发运营的承德围场355MW/920MWh共享储能电站已开始贡献容量租金和电力市场化交易收入，天津静海区储能系统集成总装工厂设计年产能达4GWh，已于2025年12月正式投产。 3、据2026年5月20日投资者关系活动记录表及2026年4月9日年报，公司承德航天天启500MW风储氢一体化多能互补示范项目规划总装机风电50万千瓦，已于2026年4月动工，一期300MW风电项目计划于本年末全容量并网。 4、据2026年4月9日年报，公司是全国生产电梯部件产品的重点骨干企业，主要产品包括扶梯部件、直梯部件和电梯金属材料，积极把握以旧换新政策机遇，力争实现电梯部件业务市占率稳步增长。	2025年3月，公司与天启鸿源一起同甘肃省庆阳市人民政府成功签署战略合作框架协议，项目建成后，储能电站将为庆阳“东数西算”产业园区的数据中心直供绿色电力，实现“算电协同”，并在保证供电可靠性的前提下，实现部分备用电源的功用，提高算力中心绿电占比，进一步降低算力中心能耗成本	2026-03-10\|46.83\|2.38\|45.97\|49.30\|45.97\|96545;2026-03-11\|48.16\|2.84\|47.62\|49.87\|44.92\|109240;2026-03-12\|47.92\|-0.50\|48.00\|49.38\|47.41\|79642;2026-03-13\|48.80\|1.84\|48.14\|51.00\|48.00\|76873;2026-03-16\|47.88\|-1.89\|47.66\|48.74\|45.69\|58521;2026-03-17\|46.73\|-2.40\|48.74\|48.74\|46.12\|41481;2026-03-18\|51.40\|9.99\|47.18\|51.40\|46.71\|35584;2026-03-19\|51.54\|0.27\|52.00\|55.87\|49.93\|127982;2026-03-20\|48.00\|-6.87\|51.00\|51.26\|47.93\|85686;2026-03-23\|46.66\|-2.79\|46.76\|48.17\|46.00\|56252;2026-03-24\|49.29\|5.64\|48.00\|49.90\|46.36\|69956;2026-03-25\|49.94\|1.32\|49.28\|50.50\|47.36\|62870;2026-03-26\|47.97\|-3.94\|48.17\|49.63\|47.62\|44760;2026-03-27\|46.92\|-2.19\|47.38\|48.40\|46.60\|38973;2026-03-30\|44.21\|-5.78\|47.20\|47.20\|43.55\|63217;2026-03-31\|42.78\|-3.23\|43.66\|44.30\|42.68\|37289;2026-04-01\|43.70\|2.15\|44.50\|45.00\|43.18\|31337;2026-04-02\|43.10\|-1.37\|43.71\|43.71\|42.10\|30561;2026-04-03\|45.16\|4.78\|43.96\|45.80\|42.50\|48785;2026-04-07\|45.18\|0.04\|44.28\|45.70\|44.20\|31677;2026-04-08\|45.73\|1.22\|45.54\|45.99\|45.01\|37415;2026-04-09\|43.07\|-5.82\|44.00\|44.29\|42.24\|70035;2026-04-10\|41.20\|-4.34\|43.70\|43.70\|40.66\|64128;2026-04-13\|42.10\|2.18\|41.21\|42.80\|40.01\|48975;2026-04-14\|44.69\|6.15\|42.40\|44.80\|42.10\|60529;2026-04-15\|44.14\|-1.23\|44.69\|45.20\|44.00\|30695;2026-04-16\|44.47\|0.75\|44.00\|44.81\|42.90\|33443;2026-04-17\|47.27\|6.30\|44.70\|48.82\|44.00\|67391;2026-04-20\|46.60\|-1.42\|47.76\|48.00\|46.30\|39729;2026-04-21\|45.55\|-2.25\|47.53\|47.53\|45.40\|27931;2026-04-22\|44.25\|-2.85\|45.36\|45.36\|43.38\|39234;2026-04-23\|44.04\|-0.47\|44.20\|45.29\|43.77\|26001;2026-04-24\|43.15\|-2.02\|43.98\|43.98\|42.18\|33717;2026-04-27\|43.26\|0.25\|43.09\|44.16\|41.86\|28771;2026-04-28\|41.46\|-4.16\|42.28\|43.01\|41.11\|26655;2026-04-29\|41.33\|-0.31\|41.47\|41.90\|41.12\|19359;2026-04-30\|40.68\|-1.57\|40.00\|41.78\|40.00\|29011;2026-05-06\|41.68\|2.46\|40.88\|42.10\|40.76\|25235;2026-05-07\|41.81\|0.31\|41.68\|42.44\|41.30\|26606;2026-05-08\|42.26\|1.08\|41.40\|42.55\|41.00\|27880;2026-05-11\|41.76\|-1.18\|42.59\|43.18\|41.65\|32669;2026-05-12\|40.42\|-3.21\|41.50\|41.60\|40.23\|27185;2026-05-13\|44.46\|10.00\|40.39\|44.46\|40.21\|34858;2026-05-14\|43.19\|-2.86\|45.19\|45.99\|43.12\|55032;2026-05-15\|42.76\|-1.00\|43.61\|43.77\|42.11\|32076;2026-05-18\|43.88\|2.62\|43.06\|45.35\|42.21\|45831;2026-05-19\|43.17\|-1.62\|43.10\|44.67\|42.50\|46413;2026-05-20\|40.70\|-5.72\|42.96\|42.96\|40.66\|38203;2026-05-21\|38.85\|-4.55\|40.68\|41.58\|38.50\|40432;2026-05-22\|39.74\|2.45\|39.68\|40.52\|38.01\|23779;2026-05-25\|38.09\|-4.15\|39.95\|40.58\|38.03\|29633;2026-05-26\|37.27\|-2.15\|38.61\|38.61\|36.70\|20676;2026-05-27\|36.31\|-2.58\|37.49\|37.55\|35.91\|24602;2026-05-28\|36.20\|-0.30\|36.30\|36.70\|34.72\|32294;2026-05-29\|34.24\|-5.41\|36.20\|36.67\|34.00\|25908;2026-06-01\|35.70\|4.26\|34.79\|36.26\|34.05\|32580;2026-06-02\|34.58\|-3.14\|35.64\|35.65\|34.04\|18241;2026-06-03\|33.93\|-1.88\|34.66\|34.66\|33.62\|15849;2026-06-04\|32.02\|-5.63\|33.68\|33.90\|31.62\|31320;2026-06-05\|32.01\|-0.03\|32.60\|32.75\|30.66\|32558;2026-06-08\|30.49\|-4.75\|31.50\|32.12\|30.11\|21470;2026-06-09\|30.19\|-0.98\|30.40\|30.89\|29.68\|20019;2026-06-10\|29.15\|-3.44\|29.89\|30.19\|28.51\|29922;2026-06-11\|29.08\|-0.24\|28.86\|30.14\|28.34\|29174;2026-06-12\|29.30\|0.76\|29.47\|29.74\|28.80\|21557;2026-06-15\|29.48\|0.61\|29.66\|29.73\|28.76\|25571;2026-06-16\|30.15\|2.27\|29.01\|30.18\|28.78\|25224;2026-06-17\|29.32\|-2.75\|30.57\|30.57\|29.18\|24136;2026-06-18\|29.78\|1.57\|29.25\|30.14\|29.01\|23677;2026-06-22\|28.72\|-3.56\|29.63\|29.81\|28.01\|30802;2026-06-23\|28.68\|-0.14\|28.60\|30.20\|28.20\|31012;2026-06-24\|27.26\|-4.95\|28.88\|29.05\|27.03\|32627;2026-06-25\|26.70\|-2.05\|27.26\|27.56\|26.45\|27159;2026-06-26\|26.01\|-2.58\|26.60\|26.79\|25.93\|20911;2026-06-29\|25.73\|-1.08\|26.35\|26.53\|25.04\|28949;2026-06-30\|25.49\|-0.93\|25.44\|26.16\|25.35\|18769;2026-07-01\|25.45\|-0.16\|25.33\|26.00\|25.05\|24262;2026-07-02\|28.00\|10.02\|25.95\|28.00\|25.45\|25542;2026-07-03\|27.19\|-2.89\|27.84\|28.76\|27.00\|60186;2026-07-06\|25.96\|-4.52\|27.45\|27.50\|25.95\|34265;2026-07-07\|24.58\|-5.32\|26.21\|26.40\|24.53\|28163;2026-07-08\|24.40\|-0.73\|24.25\|25.58\|23.90\|31996;2026-07-09\|24.87\|1.93\|24.61\|25.14\|23.59\|27907;2026-07-10\|25.03\|0.64\|24.62\|25.48\|24.53\|20987;2026-07-13\|23.82\|-4.83\|25.04\|25.54\|23.70\|24016;2026-07-14\|23.41\|-1.72\|23.78\|23.78\|22.93\|21127;2026-07-15\|23.54\|0.56\|23.41\|23.95\|23.21\|26913;2026-07-16\|23.40\|-0.59\|23.37\|23.98\|23.08\|17343;2026-07-17\|22.24\|-4.96\|23.10\|23.79\|22.00\|26600
110669	研究称数据中心将面临55GW的电力缺口	绿电扩张+风电+储能突破+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年5月11日证券时报网，公司取得湖北武汉50MW/100MWh独立储能备案，实现华中区域首个独立储能项目落地，形成西北、华北、华中多区域储能并行布局。 2、据2026年4月22日年报，公司2025年新增核准风电129.325万千瓦，累计在手项目突破10GW，并推进江苏、广东海上风电及塞尔维亚海外项目。 3、据2025年度报告及互动易，公司主营风力发电开发运营，控股股东为中国节能环保集团，最终控制人为国务院国资委。	公司是纯正的风电运营商，公告称股东张家玮并非演员张凌赫	2026-03-10\|3.66\|6.09\|3.42\|3.80\|3.42\|6225933;2026-03-11\|4.03\|10.11\|3.66\|4.03\|3.57\|5761453;2026-03-12\|4.43\|9.93\|4.23\|4.43\|4.15\|7924298;2026-03-13\|4.42\|-0.23\|4.61\|4.75\|4.30\|12755597;2026-03-16\|4.14\|-6.33\|4.40\|4.42\|4.06\|7409003;2026-03-17\|4.55\|9.90\|4.13\|4.55\|3.95\|11069168;2026-03-18\|4.40\|-3.30\|4.46\|4.68\|4.29\|8917031;2026-03-19\|4.57\|3.86\|4.26\|4.70\|4.25\|8965424;2026-03-20\|4.45\|-2.63\|4.49\|4.74\|4.31\|7003204;2026-03-23\|4.46\|0.22\|4.31\|4.65\|4.16\|7382936;2026-03-24\|4.91\|10.09\|4.52\|4.91\|4.33\|11567281;2026-03-25\|5.40\|9.98\|4.98\|5.40\|4.91\|7330697;2026-03-26\|5.31\|-1.67\|5.40\|5.73\|5.01\|14810259;2026-03-27\|4.93\|-7.16\|5.11\|5.18\|4.86\|8923035;2026-03-30\|4.60\|-6.69\|4.88\|5.04\|4.46\|7141741;2026-03-31\|4.28\|-6.96\|4.54\|4.61\|4.27\|6562677;2026-04-01\|4.26\|-0.47\|4.36\|4.40\|4.16\|5363466;2026-04-02\|4.03\|-5.40\|4.23\|4.26\|4.00\|5653445;2026-04-03\|3.81\|-5.46\|4.02\|4.03\|3.78\|4146543;2026-04-07\|4.04\|6.04\|3.80\|4.17\|3.80\|5764021;2026-04-08\|4.10\|1.49\|4.06\|4.12\|4.01\|4650024;2026-04-09\|4.02\|-1.95\|4.07\|4.07\|3.97\|2859241;2026-04-10\|3.97\|-1.24\|4.05\|4.06\|3.96\|2357759;2026-04-13\|4.05\|2.02\|3.92\|4.06\|3.90\|2979397;2026-04-14\|4.08\|0.74\|4.06\|4.17\|4.02\|3158034;2026-04-15\|4.01\|-1.72\|4.08\|4.09\|3.98\|2353131;2026-04-16\|4.06\|1.25\|4.01\|4.08\|3.97\|2369907;2026-04-17\|4.06\|0.00\|4.05\|4.13\|4.03\|2268394;2026-04-20\|4.10\|0.99\|4.05\|4.10\|4.01\|2414399;2026-04-21\|4.17\|1.71\|4.10\|4.23\|3.96\|5705896;2026-04-22\|4.07\|-2.40\|4.10\|4.14\|4.05\|3504896;2026-04-23\|4.48\|10.07\|4.12\|4.48\|4.10\|8622034;2026-04-24\|4.48\|0.00\|4.53\|4.75\|4.46\|10490166;2026-04-27\|4.65\|3.79\|4.38\|4.75\|4.25\|7512693;2026-04-28\|4.73\|1.72\|4.51\|4.85\|4.43\|7459503;2026-04-29\|4.56\|-3.59\|4.60\|4.78\|4.53\|5751216;2026-04-30\|4.26\|-6.58\|4.50\|4.54\|4.25\|5295270;2026-05-06\|4.69\|10.09\|4.24\|4.69\|4.24\|5905124;2026-05-07\|4.99\|6.40\|4.82\|5.08\|4.75\|9712424;2026-05-08\|4.90\|-1.80\|4.92\|5.10\|4.84\|7256996;2026-05-11\|5.12\|4.49\|4.89\|5.26\|4.89\|7863881;2026-05-12\|5.12\|0.00\|5.03\|5.35\|4.85\|8406166;2026-05-13\|5.63\|9.96\|5.02\|5.63\|4.96\|6353490;2026-05-14\|5.10\|-9.41\|5.89\|5.89\|5.08\|11391332;2026-05-15\|5.03\|-1.37\|4.90\|5.25\|4.74\|6876742;2026-05-18\|4.99\|-0.80\|4.91\|5.09\|4.87\|4200593;2026-05-19\|5.13\|2.81\|4.93\|5.15\|4.82\|4834986;2026-05-20\|4.67\|-8.97\|5.09\|5.09\|4.62\|5510703;2026-05-21\|4.50\|-3.64\|4.57\|4.75\|4.47\|3472700;2026-05-22\|4.62\|2.67\|4.50\|4.73\|4.40\|3301080;2026-05-25\|4.78\|3.46\|4.63\|4.80\|4.60\|3620181;2026-05-26\|4.63\|-3.14\|4.72\|4.78\|4.55\|3080050;2026-05-27\|4.92\|6.26\|4.58\|5.05\|4.55\|6107015;2026-05-28\|4.87\|-1.02\|4.94\|5.07\|4.77\|5617006;2026-05-29\|5.04\|3.49\|4.82\|5.12\|4.80\|6094452;2026-06-01\|4.90\|-2.78\|5.00\|5.07\|4.65\|4668383;2026-06-02\|4.93\|0.61\|4.81\|4.95\|4.61\|4555080;2026-06-03\|4.87\|-1.22\|4.81\|5.02\|4.71\|4500811;2026-06-04\|4.97\|2.05\|4.80\|5.14\|4.76\|5078653;2026-06-05\|4.63\|-6.84\|4.85\|4.98\|4.61\|4727239;2026-06-08\|4.22\|-8.86\|4.46\|4.56\|4.20\|3233340;2026-06-09\|4.22\|0.00\|4.22\|4.29\|4.10\|2481937;2026-06-10\|3.97\|-5.92\|4.23\|4.25\|3.93\|2725815;2026-06-11\|3.99\|0.50\|3.92\|4.04\|3.89\|1957312;2026-06-12\|3.90\|-2.26\|3.99\|4.00\|3.87\|2205197;2026-06-15\|4.01\|2.82\|3.90\|4.03\|3.85\|2093071;2026-06-16\|4.07\|1.50\|4.01\|4.11\|3.94\|1945422;2026-06-17\|3.99\|-1.97\|4.05\|4.10\|3.94\|1897464;2026-06-18\|3.80\|-4.76\|3.98\|3.98\|3.77\|2608050;2026-06-22\|3.78\|-0.53\|3.76\|3.79\|3.66\|2107203;2026-06-23\|3.67\|-2.91\|3.77\|3.81\|3.65\|1867214;2026-06-24\|3.63\|-1.09\|3.63\|3.67\|3.54\|1681097;2026-06-25\|3.58\|-1.38\|3.60\|3.63\|3.53\|1709320;2026-06-26\|3.94\|10.06\|3.65\|3.94\|3.64\|2823286;2026-06-29\|3.83\|-2.79\|3.94\|3.99\|3.76\|4180817;2026-06-30\|3.88\|1.31\|3.83\|3.93\|3.74\|2774840;2026-07-01\|3.92\|1.03\|3.85\|3.96\|3.78\|3045510;2026-07-02\|3.76\|-4.08\|3.87\|4.02\|3.76\|2957741;2026-07-03\|3.69\|-1.86\|3.74\|3.76\|3.64\|1897499;2026-07-06\|3.60\|-2.44\|3.70\|3.71\|3.59\|1419786;2026-07-07\|3.41\|-5.28\|3.61\|3.61\|3.41\|1580744;2026-07-08\|3.32\|-2.64\|3.41\|3.44\|3.31\|1320860;2026-07-09\|3.37\|1.51\|3.30\|3.38\|3.25\|1494169;2026-07-10\|3.44\|2.08\|3.37\|3.49\|3.34\|1748817;2026-07-13\|3.26\|-5.23\|3.38\|3.43\|3.25\|1461278;2026-07-14\|3.30\|1.23\|3.25\|3.30\|3.21\|1121839;2026-07-15\|3.31\|0.30\|3.29\|3.35\|3.25\|1061618;2026-07-16\|3.30\|-0.30\|3.29\|3.34\|3.26\|1082580;2026-07-17\|3.50\|6.06\|3.27\|3.63\|3.27\|3588440
110668	研究称数据中心将面临55GW的电力缺口	HVDC龙头+宁德时代拟入股+一季报增长行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月9日公告，公司控股股东引进宁德时代增资事项仍在有序推进，宁德时代拟以409,985.88万元认购控股股东新增注册资本，并拟与公司围绕绿色ICT基础设施、算电协同等领域开展战略业务合作。 2、据2026年4月21日年报，公司是国内数据中心高压直流HVDC绿色供电技术方案先行者，牵头制定相关国家标准并入选工信部制造业单项冠军，其Panama电源系统效率可达97.5%以上，2025年数据中心电源业务实现营收7.76亿元，已成为阿里巴巴、腾讯等互联网头部企业智算中心供应商。 3、据2026年4月28日披露的一季报，公司2026年一季度实现营收4.18亿元，同比增长7.79%；归母净利润2493.57万元，同比增长22.89%。	宁德时代拟以41亿元认购控股股东中恒科技投资新增注册资本	2026-03-10\|36.51\|3.96\|35.66\|36.70\|35.31\|578431;2026-03-11\|36.29\|-0.60\|36.85\|37.37\|36.02\|543989;2026-03-12\|34.63\|-4.57\|36.30\|36.49\|34.06\|438089;2026-03-13\|32.86\|-5.11\|33.84\|34.28\|32.65\|359403;2026-03-16\|32.61\|-0.76\|32.31\|32.65\|31.15\|332002;2026-03-17\|30.35\|-6.93\|32.69\|32.89\|30.11\|354909;2026-03-18\|31.23\|2.90\|30.60\|31.39\|30.10\|264024;2026-03-19\|30.32\|-2.91\|30.01\|30.88\|30.01\|206399;2026-03-20\|29.11\|-3.99\|30.68\|30.86\|29.10\|257154;2026-03-23\|29.02\|-0.31\|28.87\|30.50\|28.42\|334762;2026-03-24\|29.04\|0.07\|29.31\|29.55\|27.79\|270485;2026-03-25\|29.90\|2.96\|29.50\|30.16\|29.31\|259276;2026-03-26\|28.96\|-3.14\|29.99\|30.00\|28.68\|187528;2026-03-27\|28.17\|-2.73\|28.39\|28.56\|27.84\|249607;2026-03-30\|27.40\|-2.73\|27.30\|27.58\|26.53\|275025;2026-03-31\|26.02\|-5.04\|27.13\|27.45\|26.02\|289859;2026-04-01\|27.02\|3.84\|26.74\|27.07\|26.38\|237502;2026-04-02\|25.64\|-5.11\|26.80\|26.92\|25.53\|218360;2026-04-03\|27.26\|6.32\|26.00\|27.99\|25.53\|442229;2026-04-07\|27.57\|1.14\|27.15\|28.45\|26.90\|312239;2026-04-08\|29.03\|5.30\|28.39\|29.10\|28.20\|320104;2026-04-09\|31.93\|9.99\|31.93\|31.93\|31.93\|74470;2026-04-10\|35.12\|9.99\|35.12\|35.12\|35.12\|33892;2026-04-13\|38.63\|9.99\|38.63\|38.63\|38.63\|150094;2026-04-14\|42.49\|9.99\|42.00\|42.49\|40.67\|865489;2026-04-15\|43.40\|2.14\|42.49\|44.16\|41.91\|1551196;2026-04-16\|42.80\|-1.38\|44.00\|44.00\|41.46\|1172638;2026-04-17\|40.91\|-4.42\|43.03\|43.66\|40.36\|1040063;2026-04-20\|43.70\|6.82\|41.48\|44.17\|40.41\|1194186;2026-04-21\|44.16\|1.05\|43.67\|45.45\|41.87\|1151659;2026-04-22\|43.74\|-0.95\|44.30\|44.96\|42.73\|948003;2026-04-23\|43.53\|-0.48\|44.21\|44.88\|43.10\|794968;2026-04-24\|41.69\|-4.23\|43.40\|43.54\|41.51\|688906;2026-04-27\|41.15\|-1.30\|42.00\|42.01\|40.52\|491171;2026-04-28\|40.00\|-2.79\|41.00\|41.89\|39.71\|529695;2026-04-29\|39.75\|-0.62\|39.41\|40.85\|39.35\|409306;2026-04-30\|40.79\|2.62\|39.75\|41.49\|38.85\|526417;2026-05-06\|44.87\|10.00\|41.23\|44.87\|40.71\|726869;2026-05-07\|46.30\|3.19\|45.08\|46.75\|44.47\|810330;2026-05-08\|45.15\|-2.48\|45.20\|46.13\|44.56\|457305;2026-05-11\|44.73\|-0.93\|45.48\|45.80\|43.83\|440990;2026-05-12\|44.00\|-1.63\|44.70\|44.99\|43.46\|348387;2026-05-13\|48.40\|10.00\|44.50\|48.40\|43.65\|862868;2026-05-14\|48.74\|0.70\|50.84\|53.13\|48.74\|892085;2026-05-15\|47.85\|-1.83\|49.50\|49.80\|46.95\|591315;2026-05-18\|49.16\|2.74\|47.65\|50.24\|47.36\|504248;2026-05-19\|52.87\|7.55\|48.67\|53.77\|48.18\|656037;2026-05-20\|51.53\|-2.53\|52.91\|53.86\|50.00\|491905;2026-05-21\|49.17\|-4.58\|52.15\|53.88\|48.99\|633189;2026-05-22\|52.09\|5.94\|49.68\|52.56\|49.00\|456418;2026-05-25\|56.25\|7.99\|53.46\|57.30\|53.13\|639700;2026-05-26\|53.70\|-4.53\|54.99\|54.99\|52.15\|530175;2026-05-27\|56.77\|5.72\|53.97\|59.07\|53.97\|823983;2026-05-28\|59.15\|4.19\|56.77\|59.70\|55.10\|677879;2026-05-29\|56.05\|-5.24\|58.50\|59.97\|55.40\|567028;2026-06-01\|50.66\|-9.62\|55.62\|56.04\|50.48\|597264;2026-06-02\|52.27\|3.18\|51.67\|53.50\|50.03\|430672;2026-06-03\|54.78\|4.80\|51.86\|57.30\|50.88\|602748;2026-06-04\|53.69\|-1.99\|54.01\|55.95\|53.43\|361779;2026-06-05\|52.95\|-1.38\|52.95\|57.37\|52.25\|482568;2026-06-08\|52.41\|-1.02\|50.27\|55.43\|50.27\|469008;2026-06-09\|55.14\|5.21\|52.30\|55.50\|50.15\|518254;2026-06-10\|51.14\|-7.25\|53.51\|54.28\|50.44\|512847;2026-06-11\|48.97\|-4.24\|50.71\|51.80\|48.50\|389133;2026-06-12\|46.51\|-5.02\|50.58\|50.67\|46.51\|447846;2026-06-15\|51.16\|10.00\|47.24\|51.16\|47.24\|400062;2026-06-16\|52.24\|2.11\|52.00\|53.76\|51.06\|426109;2026-06-17\|51.99\|-0.48\|53.28\|54.88\|51.19\|372961;2026-06-18\|54.16\|4.17\|51.70\|54.51\|51.50\|379612;2026-06-22\|53.13\|-1.72\|54.07\|54.88\|51.28\|510773;2026-06-23\|50.16\|-5.59\|52.01\|52.10\|49.50\|346773;2026-06-24\|55.18\|10.01\|49.50\|55.18\|48.91\|546472;2026-06-25\|56.10\|1.67\|56.95\|58.30\|55.18\|557095;2026-06-26\|53.95\|-3.83\|56.58\|57.00\|51.81\|441668;2026-06-29\|53.80\|-0.28\|54.09\|56.15\|51.77\|412766;2026-06-30\|53.80\|0.00\|53.50\|55.48\|51.52\|386815;2026-07-01\|51.84\|-3.64\|53.99\|54.98\|49.76\|483373;2026-07-02\|50.85\|-1.91\|50.23\|53.83\|49.03\|367195;2026-07-03\|52.90\|4.03\|51.15\|55.94\|51.15\|564257;2026-07-06\|54.19\|2.44\|53.42\|56.66\|53.00\|482928;2026-07-07\|51.80\|-4.41\|54.54\|56.85\|51.27\|463552;2026-07-08\|49.47\|-4.50\|52.16\|54.46\|49.28\|410773;2026-07-09\|54.42\|10.01\|49.83\|54.42\|48.58\|561637;2026-07-10\|56.05\|3.00\|56.62\|59.86\|56.00\|840836;2026-07-13\|51.76\|-7.65\|56.00\|56.95\|51.57\|555953;2026-07-14\|53.60\|3.55\|52.70\|55.35\|49.70\|518316;2026-07-15\|48.72\|-9.10\|53.00\|53.00\|48.25\|584255;2026-07-16\|46.63\|-4.29\|47.26\|48.84\|44.86\|332067;2026-07-17\|41.97\|-9.99\|46.13\|46.60\|41.97\|332599
110667	研究称数据中心将面临55GW的电力缺口	绿电+火电+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月30日年报，公司控股铁岭2.5万千瓦风电离网制氢一体化项目已投产，新能源装机50.25万千瓦，绿氢业务落地。 2、据2026年4月30日年报，公司主营火电226万千瓦、新能源50.25万千瓦，承担辽宁4458万平方米供热，最终控制人为国务院国资委。 3、据2026年5月11日财闻，国家能源局等四部门印发《关于促进人工智能与能源双向赋能的行动方案》，绿电概念活跃，公司作为绿电标的跟涨。	辽宁省重要电力和热力供应商	2026-03-10\|3.88\|6.89\|3.68\|3.90\|3.58\|1792647;2026-03-11\|3.88\|0.00\|3.80\|3.95\|3.62\|1723261;2026-03-12\|4.14\|6.70\|3.84\|4.26\|3.78\|1852404;2026-03-13\|3.88\|-6.28\|4.00\|4.15\|3.81\|1582216;2026-03-16\|4.27\|10.05\|4.27\|4.27\|4.27\|788495;2026-03-17\|4.70\|10.07\|4.31\|4.70\|4.27\|1845999;2026-03-18\|5.17\|10.00\|5.17\|5.17\|5.17\|640307;2026-03-19\|5.69\|10.06\|5.24\|5.69\|5.19\|1842490;2026-03-20\|6.26\|10.02\|6.10\|6.26\|5.58\|3937304;2026-03-23\|6.89\|10.06\|6.65\|6.89\|6.60\|1683238;2026-03-24\|7.58\|10.01\|6.90\|7.58\|6.89\|2367293;2026-03-25\|8.34\|10.03\|8.01\|8.34\|8.01\|998932;2026-03-26\|8.88\|6.47\|8.96\|9.17\|8.40\|3450974;2026-03-27\|8.99\|1.24\|9.23\|9.49\|8.51\|3751972;2026-03-30\|8.09\|-10.01\|8.46\|8.68\|8.09\|1209571;2026-03-31\|8.35\|3.21\|7.52\|8.72\|7.31\|4037494;2026-04-01\|7.52\|-9.94\|7.80\|8.19\|7.52\|2875296;2026-04-02\|7.34\|-2.39\|7.46\|7.76\|7.03\|2980543;2026-04-03\|7.08\|-3.54\|7.34\|7.67\|7.07\|2527295;2026-04-07\|7.52\|6.21\|7.09\|7.57\|6.89\|2505099;2026-04-08\|7.68\|2.13\|7.37\|7.79\|7.37\|2729660;2026-04-09\|7.14\|-7.03\|7.69\|7.86\|7.04\|2581099;2026-04-10\|6.64\|-7.00\|7.19\|7.20\|6.59\|2310725;2026-04-13\|7.30\|9.94\|6.65\|7.30\|6.52\|2429743;2026-04-14\|8.03\|10.00\|7.60\|8.03\|7.52\|1873030;2026-04-15\|8.05\|0.25\|8.13\|8.66\|7.61\|4392251;2026-04-16\|7.29\|-9.44\|7.68\|7.75\|7.25\|2781496;2026-04-17\|7.14\|-2.06\|7.29\|7.70\|7.10\|2559714;2026-04-20\|7.39\|3.50\|7.06\|7.51\|6.90\|2468597;2026-04-21\|8.13\|10.01\|7.40\|8.13\|6.95\|3035972;2026-04-22\|8.94\|9.96\|8.13\|8.94\|8.13\|2520809;2026-04-23\|9.83\|9.96\|9.29\|9.83\|8.05\|4049628;2026-04-24\|9.20\|-6.41\|9.65\|10.80\|9.11\|4355970;2026-04-27\|10.12\|10.00\|8.52\|10.12\|8.51\|2815152;2026-04-28\|10.80\|6.72\|10.13\|11.13\|10.06\|4496950;2026-04-29\|10.43\|-3.43\|10.10\|11.30\|10.10\|3659514;2026-04-30\|9.92\|-4.89\|10.34\|10.86\|9.65\|2555498;2026-05-06\|10.91\|9.98\|10.08\|10.91\|10.08\|3208602;2026-05-07\|12.00\|9.99\|10.91\|12.00\|10.91\|1682810;2026-05-08\|12.44\|3.67\|12.38\|13.20\|12.20\|3513191;2026-05-11\|13.68\|9.97\|12.67\|13.68\|12.67\|2386658;2026-05-12\|15.05\|10.01\|14.00\|15.05\|12.93\|3305538;2026-05-13\|16.56\|10.03\|15.05\|16.56\|15.05\|1584636;2026-05-14\|16.64\|0.48\|17.65\|18.15\|15.90\|3613600;2026-05-15\|17.43\|4.75\|15.80\|18.00\|14.99\|3439004;2026-05-18\|15.69\|-9.98\|16.50\|17.15\|15.69\|2345763;2026-05-19\|16.15\|2.93\|14.15\|16.90\|14.15\|2880302;2026-05-20\|14.54\|-9.97\|15.55\|15.55\|14.54\|2048248;2026-05-21\|14.23\|-2.13\|14.50\|15.27\|14.20\|2151487;2026-05-22\|14.56\|2.32\|14.39\|14.70\|13.89\|1933716;2026-05-25\|16.02\|10.03\|14.75\|16.02\|14.58\|2747666;2026-05-26\|16.88\|5.37\|16.02\|17.60\|15.51\|3081919;2026-05-27\|18.57\|10.01\|16.49\|18.57\|16.26\|2413354;2026-05-28\|19.26\|3.72\|19.50\|20.21\|18.18\|3499163;2026-05-29\|20.03\|4.00\|19.18\|20.80\|19.18\|2995666;2026-06-01\|18.50\|-7.64\|19.99\|20.00\|18.03\|2999250;2026-06-02\|19.40\|4.86\|18.50\|19.88\|17.63\|2936978;2026-06-03\|21.34\|10.00\|18.78\|21.34\|18.40\|3068938;2026-06-04\|21.97\|2.95\|20.80\|22.10\|20.80\|2735160;2026-06-05\|20.01\|-8.92\|22.45\|23.04\|19.80\|2901794;2026-06-08\|19.30\|-3.55\|19.46\|20.88\|18.40\|2491526;2026-06-09\|21.23\|10.00\|19.60\|21.23\|18.60\|3022532;2026-06-10\|19.11\|-9.99\|20.85\|21.20\|19.11\|2819825;2026-06-11\|17.73\|-7.22\|18.80\|19.36\|17.60\|2549869;2026-06-12\|17.50\|-1.30\|17.90\|18.47\|16.58\|2813667;2026-06-15\|17.83\|1.89\|16.99\|18.20\|16.51\|2236979;2026-06-16\|18.55\|4.04\|17.83\|18.95\|17.34\|2278431;2026-06-17\|17.80\|-4.04\|18.65\|19.20\|17.67\|2199750;2026-06-18\|16.38\|-7.98\|17.58\|17.70\|16.24\|2252269;2026-06-22\|16.39\|0.06\|16.24\|16.78\|16.00\|1799766;2026-06-23\|15.66\|-4.45\|16.10\|16.65\|15.50\|1834914;2026-06-24\|15.77\|0.70\|15.30\|16.15\|14.93\|1990117;2026-06-25\|15.24\|-3.36\|15.69\|15.86\|14.97\|1510576;2026-06-26\|15.37\|0.85\|15.42\|16.76\|15.23\|2634851;2026-06-29\|16.20\|5.40\|15.09\|16.20\|14.50\|2281691;2026-06-30\|14.96\|-7.65\|15.80\|15.85\|14.67\|1962241;2026-07-01\|15.36\|2.67\|15.24\|15.76\|14.30\|2133180;2026-07-02\|13.82\|-10.03\|15.00\|16.00\|13.82\|2224827;2026-07-03\|13.20\|-4.49\|13.76\|13.96\|12.91\|1691980;2026-07-06\|12.66\|-4.09\|13.21\|13.34\|12.63\|1445097;2026-07-07\|12.35\|-2.45\|12.50\|12.64\|12.12\|1185859;2026-07-08\|11.74\|-4.94\|12.35\|12.55\|11.70\|1027581;2026-07-09\|12.22\|4.09\|11.80\|12.59\|11.64\|1328459;2026-07-10\|12.90\|5.56\|12.20\|13.44\|12.03\|2029443;2026-07-13\|11.61\|-10.00\|12.00\|12.62\|11.61\|1401385;2026-07-14\|11.92\|2.67\|11.59\|12.06\|11.32\|1264049;2026-07-15\|12.33\|3.44\|12.24\|12.88\|11.88\|1454270;2026-07-16\|12.05\|-2.27\|12.21\|12.85\|11.68\|2150932;2026-07-17\|11.65\|-3.32\|11.85\|12.65\|11.45\|2428917
110666	研究称数据中心将面临55GW的电力缺口	储能+风电设备+氢能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年3月26日年报，公司500kW-20MW级IGBT制氢电源已在国内多地稳定运行，并推出效率更高的SiC制氢电源及hopeEMS绿电柔性制氢能量管理系统，成为国内首家长期运行的大功率MW级制氢电源厂商。 2、据2026年3月26日年报，公司提供覆盖发电侧、电网侧、用户侧及微电网的储能系统整体解决方案，构网型储能变流器已取得多项国际国内认证并实现批量发货。 3、据2026年3月26日年报，公司风电变流器已配套全球最大26MW海上风电机组并网，海上风电市场占有率持续提升。	为稳定电网系统电压，公司提供系列化静态无功发生器及新能源场站功率管理系统	2026-03-10\|32.18\|1.20\|32.00\|32.28\|31.57\|317547;2026-03-11\|33.44\|3.92\|32.19\|34.21\|32.02\|504027;2026-03-12\|33.20\|-0.72\|33.17\|33.57\|32.31\|360921;2026-03-13\|32.20\|-3.01\|33.00\|33.15\|32.00\|258938;2026-03-16\|32.39\|0.59\|32.90\|33.00\|32.00\|205009;2026-03-17\|31.38\|-3.12\|32.39\|32.75\|31.30\|196764;2026-03-18\|31.99\|1.94\|31.70\|32.31\|31.00\|175690;2026-03-19\|31.69\|-0.94\|31.32\|32.32\|31.24\|182375;2026-03-20\|32.89\|3.79\|31.87\|33.81\|31.57\|405693;2026-03-23\|31.94\|-2.89\|32.29\|33.68\|31.50\|360279;2026-03-24\|32.63\|2.16\|32.38\|32.85\|31.00\|276827;2026-03-25\|33.82\|3.65\|32.58\|34.13\|32.28\|450108;2026-03-26\|33.10\|-2.13\|33.98\|33.98\|32.86\|297215;2026-03-27\|34.44\|4.05\|32.69\|34.77\|32.38\|421733;2026-03-30\|33.07\|-3.98\|33.88\|34.28\|32.80\|309484;2026-03-31\|30.86\|-6.68\|32.51\|32.66\|30.61\|311735;2026-04-01\|31.90\|3.37\|31.22\|32.68\|30.41\|300597;2026-04-02\|30.55\|-4.23\|31.41\|31.84\|30.35\|195200;2026-04-03\|29.60\|-3.11\|30.70\|30.83\|29.45\|177502;2026-04-07\|29.62\|0.07\|29.70\|30.09\|29.38\|98821;2026-04-08\|31.62\|6.75\|30.16\|31.77\|30.16\|249828;2026-04-09\|32.76\|3.61\|31.33\|33.80\|31.23\|435326;2026-04-10\|32.79\|0.09\|32.98\|33.76\|32.76\|341541;2026-04-13\|32.17\|-1.89\|30.48\|32.76\|30.48\|475020;2026-04-14\|34.57\|7.46\|32.55\|35.28\|32.40\|552674;2026-04-15\|38.03\|10.01\|35.61\|38.03\|35.61\|664808;2026-04-16\|36.94\|-2.87\|37.96\|38.10\|36.86\|682302;2026-04-17\|40.63\|9.99\|37.00\|40.63\|36.12\|669696;2026-04-20\|40.93\|0.74\|41.45\|42.53\|40.88\|719317;2026-04-21\|41.25\|0.78\|41.33\|41.88\|40.20\|409597;2026-04-22\|41.77\|1.26\|41.20\|41.98\|40.00\|368874;2026-04-23\|41.79\|0.05\|41.78\|42.97\|41.50\|363085;2026-04-24\|40.70\|-2.61\|42.42\|42.55\|40.23\|388271;2026-04-27\|42.35\|4.05\|40.35\|43.30\|39.50\|389753;2026-04-28\|42.07\|-0.66\|42.10\|44.93\|41.33\|385927;2026-04-29\|42.13\|0.14\|41.98\|43.06\|41.23\|295632;2026-04-30\|43.88\|4.15\|42.42\|45.05\|42.27\|386529;2026-05-06\|48.27\|10.00\|44.10\|48.27\|43.92\|399671;2026-05-07\|50.75\|5.14\|49.57\|50.99\|48.81\|444554;2026-05-08\|51.50\|1.48\|50.58\|52.42\|49.50\|350932;2026-05-11\|56.65\|10.00\|51.80\|56.65\|51.80\|492669;2026-05-12\|56.24\|-0.72\|56.10\|57.99\|55.15\|496352;2026-05-13\|61.86\|9.99\|58.02\|61.86\|56.90\|224075;2026-05-14\|61.55\|-0.29\|63.40\|66.36\|61.50\|539930;2026-05-15\|58.76\|-4.53\|61.98\|62.44\|56.80\|476158;2026-05-18\|57.90\|-1.46\|58.00\|59.28\|56.68\|376400;2026-05-19\|58.79\|1.54\|58.00\|59.55\|56.08\|333910;2026-05-20\|60.93\|3.64\|59.01\|61.29\|58.18\|362779;2026-05-21\|56.85\|-6.70\|61.50\|62.38\|56.70\|376151;2026-05-22\|58.13\|2.25\|57.32\|58.18\|55.55\|338476;2026-05-25\|59.90\|3.04\|58.00\|60.21\|56.22\|304862;2026-05-26\|60.91\|1.69\|59.36\|61.35\|56.10\|345110;2026-05-27\|62.85\|3.19\|62.00\|67.00\|61.00\|443909;2026-05-28\|60.29\|-4.07\|63.90\|63.90\|58.40\|447646;2026-05-29\|55.66\|-7.68\|60.29\|60.75\|54.47\|401730;2026-06-01\|53.00\|-4.78\|56.00\|56.02\|51.64\|360181;2026-06-02\|53.41\|0.77\|53.00\|54.37\|50.59\|267077;2026-06-03\|54.10\|1.29\|53.40\|55.75\|52.96\|291274;2026-06-04\|56.00\|3.51\|53.56\|58.00\|52.90\|327567;2026-06-05\|54.43\|-2.80\|55.00\|55.95\|53.20\|241937;2026-06-08\|53.37\|-1.95\|51.75\|56.00\|51.00\|252646;2026-06-09\|54.20\|1.56\|54.36\|54.65\|52.19\|222342;2026-06-10\|51.09\|-5.74\|53.64\|53.88\|50.68\|240124;2026-06-11\|49.92\|-2.29\|51.56\|51.86\|49.50\|208006;2026-06-12\|46.88\|-6.09\|51.13\|51.88\|45.76\|407632;2026-06-15\|49.34\|5.25\|47.00\|49.60\|46.56\|278023;2026-06-16\|51.54\|4.46\|49.34\|52.09\|49.01\|258049;2026-06-17\|52.48\|1.82\|50.80\|52.81\|50.53\|213179;2026-06-18\|52.59\|0.21\|51.95\|53.50\|51.95\|182743;2026-06-22\|50.20\|-4.54\|52.59\|53.50\|49.10\|281951;2026-06-23\|48.71\|-2.97\|51.20\|51.48\|48.20\|200852;2026-06-24\|50.15\|2.96\|48.81\|50.95\|47.57\|222077;2026-06-25\|55.17\|10.01\|50.61\|55.17\|49.35\|332722;2026-06-26\|52.03\|-5.69\|55.99\|56.27\|50.97\|454094;2026-06-29\|51.13\|-1.73\|51.52\|52.95\|48.35\|324680;2026-06-30\|52.89\|3.44\|52.61\|56.08\|52.53\|425087;2026-07-01\|48.43\|-8.43\|53.00\|53.35\|47.70\|472886;2026-07-02\|44.08\|-8.98\|47.11\|47.75\|43.72\|355807;2026-07-03\|43.52\|-1.27\|44.15\|44.90\|43.13\|215496;2026-07-06\|44.16\|1.47\|43.60\|46.46\|43.60\|224322;2026-07-07\|43.24\|-2.08\|44.80\|44.86\|42.80\|154377;2026-07-08\|41.02\|-5.13\|43.32\|43.97\|40.71\|158146;2026-07-09\|44.16\|7.65\|41.80\|44.49\|40.66\|222938;2026-07-10\|42.45\|-3.87\|44.99\|45.98\|42.42\|181452;2026-07-13\|39.82\|-6.20\|42.25\|43.25\|39.60\|192265;2026-07-14\|40.64\|2.06\|39.88\|40.67\|37.83\|191432;2026-07-15\|36.61\|-9.92\|40.84\|40.85\|36.60\|291290;2026-07-16\|35.25\|-3.71\|37.26\|37.56\|34.90\|215721;2026-07-17\|32.25\|-8.51\|35.48\|35.48\|31.73\|253490
110665	研究称数据中心将面临55GW的电力缺口	涨停揭秘：绿电+热管理双主线共振；涨停缘由：生物质热电联产锅炉高效发电，光热发电研发进展加快，契合数据中心绿色供能刚性需求；资金逻辑：电力缺口担忧推动资金涌入能源转型标的，午后封板；风险提示：光热技术商业化程度仍较低	公司开发了生物质热电联产锅炉，高效利用农林废弃物进行发电，并涉足光热发电研发	2026-03-10\|8.09\|0.37\|8.07\|8.19\|8.02\|107955;2026-03-11\|8.09\|0.00\|8.10\|8.13\|8.01\|100527;2026-03-12\|8.02\|-0.87\|8.09\|8.12\|7.96\|103494;2026-03-13\|7.96\|-0.75\|8.06\|8.11\|7.93\|85971;2026-03-16\|7.61\|-4.40\|7.96\|7.99\|7.55\|154796;2026-03-17\|7.58\|-0.39\|7.63\|7.77\|7.55\|105283;2026-03-18\|7.66\|1.06\|7.58\|7.71\|7.55\|65938;2026-03-19\|7.49\|-2.22\|7.55\|7.66\|7.47\|69805;2026-03-20\|7.38\|-1.47\|7.51\|7.66\|7.32\|91286;2026-03-23\|6.94\|-5.96\|7.25\|7.28\|6.92\|133426;2026-03-24\|7.40\|6.63\|7.07\|7.40\|7.04\|108568;2026-03-25\|7.63\|3.11\|7.41\|7.71\|7.37\|91053;2026-03-26\|7.46\|-2.23\|7.62\|7.74\|7.41\|94698;2026-03-27\|7.46\|0.00\|7.37\|7.55\|7.34\|91371;2026-03-30\|7.36\|-1.34\|7.33\|7.41\|7.16\|83381;2026-03-31\|7.26\|-1.36\|7.38\|7.51\|7.22\|103649;2026-04-01\|7.37\|1.52\|7.35\|7.39\|7.22\|108038;2026-04-02\|7.35\|-0.27\|7.39\|7.43\|7.29\|91687;2026-04-03\|7.33\|-0.27\|7.35\|7.38\|7.25\|98172;2026-04-07\|7.46\|1.77\|7.29\|7.53\|7.10\|129681;2026-04-08\|7.91\|6.03\|7.59\|8.05\|7.57\|168007;2026-04-09\|8.06\|1.90\|7.77\|8.33\|7.77\|218012;2026-04-10\|7.92\|-1.74\|8.19\|8.19\|7.90\|129651;2026-04-13\|8.05\|1.64\|7.93\|8.11\|7.89\|118770;2026-04-14\|8.18\|1.61\|8.10\|8.18\|7.96\|130017;2026-04-15\|8.06\|-1.47\|8.18\|8.26\|8.01\|108997;2026-04-16\|8.05\|-0.12\|8.06\|8.17\|7.98\|101077;2026-04-17\|7.90\|-1.86\|8.01\|8.08\|7.86\|91179;2026-04-20\|8.04\|1.77\|7.93\|8.15\|7.88\|94222;2026-04-21\|8.21\|2.11\|8.08\|8.25\|8.02\|146679;2026-04-22\|8.20\|-0.12\|8.18\|8.35\|8.05\|139053;2026-04-23\|8.15\|-0.61\|8.33\|8.33\|8.04\|135883;2026-04-24\|8.04\|-1.35\|7.94\|8.09\|7.93\|110006;2026-04-27\|8.07\|0.37\|8.00\|8.15\|7.93\|75250;2026-04-28\|8.04\|-0.37\|8.03\|8.09\|7.96\|67926;2026-04-29\|8.22\|2.24\|8.15\|8.46\|8.08\|143706;2026-04-30\|8.18\|-0.49\|8.16\|8.26\|8.01\|91833;2026-05-06\|8.53\|4.28\|8.22\|8.75\|8.22\|225639;2026-05-07\|8.60\|0.82\|8.54\|8.65\|8.43\|183524;2026-05-08\|8.48\|-1.40\|8.50\|8.53\|8.39\|128740;2026-05-11\|8.44\|-0.47\|8.48\|8.57\|8.36\|115766;2026-05-12\|9.01\|6.75\|8.45\|9.23\|8.37\|435024;2026-05-13\|9.91\|9.99\|9.91\|9.91\|9.81\|189237;2026-05-14\|8.92\|-9.99\|9.89\|9.89\|8.92\|733193;2026-05-15\|8.50\|-4.71\|8.94\|9.03\|8.35\|475116;2026-05-18\|8.40\|-1.18\|8.28\|8.48\|8.28\|271391;2026-05-19\|8.44\|0.48\|8.38\|8.48\|8.25\|231343;2026-05-20\|8.39\|-0.59\|8.28\|8.63\|8.14\|264005;2026-05-21\|8.01\|-4.53\|8.43\|8.52\|8.00\|200121;2026-05-22\|8.19\|2.25\|8.01\|8.29\|7.98\|169592;2026-05-25\|8.23\|0.49\|8.18\|8.40\|8.07\|140845;2026-05-26\|7.86\|-4.50\|8.16\|8.21\|7.72\|151059;2026-05-27\|7.82\|-0.51\|7.80\|7.96\|7.72\|126571;2026-05-28\|7.86\|0.51\|7.80\|7.93\|7.72\|111166;2026-05-29\|7.70\|-2.04\|7.86\|7.93\|7.65\|91987;2026-06-01\|7.79\|1.17\|7.72\|7.87\|7.61\|84234;2026-06-02\|7.59\|-2.57\|7.77\|7.82\|7.47\|89069;2026-06-03\|7.78\|2.50\|7.58\|7.83\|7.47\|124961;2026-06-04\|7.92\|1.80\|7.77\|7.95\|7.57\|141126;2026-06-05\|7.68\|-3.03\|7.92\|8.13\|7.66\|152130;2026-06-08\|7.45\|-2.99\|7.50\|7.71\|7.29\|102817;2026-06-09\|7.48\|0.40\|7.46\|7.54\|7.32\|79416;2026-06-10\|7.45\|-0.40\|7.46\|7.48\|7.23\|83909;2026-06-11\|7.45\|0.00\|7.38\|7.59\|7.30\|75412;2026-06-12\|7.55\|1.34\|7.53\|7.64\|7.32\|118717;2026-06-15\|7.60\|0.66\|7.53\|7.68\|7.49\|103469;2026-06-16\|7.62\|0.26\|7.70\|7.77\|7.59\|106817;2026-06-17\|7.34\|-3.55\|7.60\|7.65\|7.30\|98900;2026-06-18\|7.13\|-2.86\|7.27\|7.33\|7.07\|102531;2026-06-22\|7.25\|1.68\|7.12\|7.28\|6.90\|124472;2026-06-23\|7.35\|1.38\|7.15\|7.56\|7.15\|92778;2026-06-24\|7.02\|-4.49\|7.31\|7.38\|6.96\|97558;2026-06-25\|6.86\|-2.28\|7.02\|7.05\|6.80\|80128;2026-06-26\|6.67\|-2.77\|6.79\|6.91\|6.66\|72547;2026-06-29\|6.52\|-2.25\|6.65\|6.67\|6.37\|100418;2026-06-30\|6.30\|-3.37\|6.50\|6.51\|6.28\|109864;2026-07-01\|6.26\|-0.63\|6.35\|6.39\|6.22\|129080;2026-07-02\|6.18\|-1.28\|6.20\|6.41\|6.17\|105732;2026-07-03\|6.29\|1.78\|6.18\|6.40\|6.18\|92127;2026-07-06\|6.19\|-1.59\|6.30\|6.35\|6.17\|75285;2026-07-07\|6.03\|-2.58\|6.23\|6.23\|6.02\|76159;2026-07-08\|5.94\|-1.49\|6.00\|6.05\|5.92\|68265;2026-07-09\|5.92\|-0.34\|5.94\|5.98\|5.75\|66753;2026-07-10\|5.99\|1.18\|5.93\|6.10\|5.86\|82716;2026-07-13\|5.79\|-3.34\|5.92\|5.99\|5.77\|75788;2026-07-14\|5.94\|2.59\|5.79\|5.95\|5.74\|74373;2026-07-15\|6.03\|1.52\|5.93\|6.05\|5.88\|91057;2026-07-16\|5.96\|-1.16\|5.96\|6.03\|5.84\|74518;2026-07-17\|5.79\|-2.85\|5.96\|6.02\|5.75\|91072
110664	研究称数据中心将面临55GW的电力缺口	特高压线缆+航空零部件+券商上调评级行业原因： AI算力爆发引起全球数据中心缺电，我国电网设备企业迎出海机遇。中信建投研报指出，中国电力设备出海迎来黄金发展期。2026年1~2月海关数据显示，中国电力变压器出口增速保持40%以上，延续较高增长态势，持续印证海外需求旺盛。公司原因： 1、据2026年3月31日年报，公司800kV及以上特高压线缆营收同比增78.75%，海外出口增75.38%，电网中标份额持续扩大。 2、据2026年3月31日年报，子公司成都航飞订单饱满，配套多款军用及C919等民用机型，航空零部件业务营收同比增54.95%。 3、据21世纪经济报道2026年5月11日，中泰证券将公司评级由“增持”上调至“买入”。	国内架空导线龙头，特高压导线主要供应商，2025年净利润增逾5倍	2026-03-10\|11.56\|1.58\|11.40\|11.72\|11.38\|433482;2026-03-11\|11.36\|-1.73\|11.57\|11.66\|11.27\|337387;2026-03-12\|11.01\|-3.08\|11.35\|11.36\|10.99\|308800;2026-03-13\|10.70\|-2.82\|11.04\|11.09\|10.64\|294376;2026-03-16\|10.46\|-2.24\|10.73\|10.77\|10.37\|268221;2026-03-17\|9.99\|-4.49\|10.50\|10.53\|9.97\|331501;2026-03-18\|10.28\|2.90\|10.01\|10.29\|10.01\|223677;2026-03-19\|9.91\|-3.60\|10.13\|10.19\|9.85\|223718;2026-03-20\|9.62\|-2.93\|9.98\|10.15\|9.60\|212155;2026-03-23\|9.11\|-5.30\|9.44\|9.62\|9.04\|274171;2026-03-24\|9.59\|5.27\|9.36\|9.61\|9.20\|246928;2026-03-25\|9.79\|2.09\|9.59\|9.83\|9.55\|216395;2026-03-26\|9.55\|-2.45\|9.80\|9.87\|9.49\|162135;2026-03-27\|9.69\|1.47\|9.42\|9.73\|9.39\|158027;2026-03-30\|9.81\|1.24\|9.59\|9.81\|9.49\|215258;2026-03-31\|10.79\|9.99\|10.27\|10.79\|9.98\|565903;2026-04-01\|11.87\|10.01\|11.37\|11.87\|11.17\|836190;2026-04-02\|13.06\|10.03\|12.99\|13.06\|11.93\|2109967;2026-04-03\|12.62\|-3.37\|13.78\|14.37\|12.49\|2071272;2026-04-07\|13.25\|4.99\|12.52\|13.88\|12.38\|1849764;2026-04-08\|13.55\|2.26\|13.12\|13.80\|12.89\|1972574;2026-04-09\|13.27\|-2.07\|13.03\|13.73\|12.84\|1520321;2026-04-10\|13.57\|2.26\|13.40\|14.06\|13.33\|1631242;2026-04-13\|14.28\|5.23\|13.27\|14.31\|13.27\|1629163;2026-04-14\|13.81\|-3.29\|13.87\|14.18\|13.55\|1355845;2026-04-15\|14.04\|1.67\|13.65\|14.29\|13.26\|1369226;2026-04-16\|13.91\|-0.93\|13.78\|14.19\|13.00\|1319070;2026-04-17\|13.88\|-0.22\|14.21\|15.00\|13.72\|1357632;2026-04-20\|15.27\|10.01\|14.65\|15.27\|14.43\|1003765;2026-04-21\|14.18\|-7.14\|16.14\|16.48\|14.14\|1927715;2026-04-22\|13.84\|-2.40\|13.97\|14.17\|13.62\|1257142;2026-04-23\|14.27\|3.11\|13.63\|14.64\|13.63\|1230631;2026-04-24\|14.25\|-0.14\|13.65\|14.69\|13.63\|1084078;2026-04-27\|15.68\|10.04\|14.71\|15.68\|14.71\|1218616;2026-04-28\|15.11\|-3.64\|15.54\|15.66\|14.89\|1197138;2026-04-29\|15.57\|3.04\|15.20\|15.83\|15.16\|1214587;2026-04-30\|14.67\|-5.78\|15.40\|15.65\|14.20\|1136453;2026-05-06\|15.12\|3.07\|15.21\|15.52\|14.99\|1002479;2026-05-07\|16.06\|6.22\|15.24\|16.25\|15.17\|1055095;2026-05-08\|15.54\|-3.24\|15.81\|15.90\|15.44\|854454;2026-05-11\|15.00\|-3.47\|15.66\|15.78\|14.88\|880195;2026-05-12\|16.50\|10.00\|14.89\|16.50\|14.62\|1170118;2026-05-13\|12.90\|9.97\|12.12\|12.90\|12.07\|1888191;2026-05-14\|11.61\|-10.00\|12.68\|12.89\|11.61\|1824795;2026-05-15\|10.45\|-9.99\|11.08\|11.25\|10.45\|1638391;2026-05-18\|10.10\|-3.35\|10.22\|10.54\|9.95\|1031768;2026-05-19\|9.85\|-2.48\|10.15\|10.15\|9.65\|864065;2026-05-20\|9.63\|-2.23\|9.81\|9.84\|9.46\|700919;2026-05-21\|9.18\|-4.67\|9.64\|9.81\|9.15\|750566;2026-05-22\|9.49\|3.38\|9.37\|9.58\|9.24\|583939;2026-05-25\|9.27\|-2.32\|9.61\|9.77\|9.16\|668451;2026-05-26\|9.04\|-2.48\|9.27\|9.30\|8.80\|569809;2026-05-27\|8.84\|-2.21\|9.00\|9.10\|8.71\|455220;2026-05-28\|9.18\|3.85\|8.99\|9.30\|8.89\|720531;2026-05-29\|9.16\|-0.22\|9.18\|9.40\|8.93\|749137;2026-06-01\|9.19\|0.33\|9.10\|9.31\|8.90\|530327;2026-06-02\|8.93\|-2.83\|9.18\|9.19\|8.60\|573851;2026-06-03\|8.87\|-0.67\|8.86\|8.97\|8.74\|474208;2026-06-04\|8.69\|-2.03\|8.81\|8.87\|8.62\|397117;2026-06-05\|8.69\|0.00\|8.68\|8.84\|8.42\|469756;2026-06-08\|8.22\|-5.41\|8.41\|8.58\|8.15\|417131;2026-06-09\|8.45\|2.80\|8.51\|8.54\|8.24\|346021;2026-06-10\|8.12\|-3.91\|8.45\|8.45\|8.06\|335540;2026-06-11\|8.07\|-0.62\|8.08\|8.16\|7.99\|264340;2026-06-12\|8.22\|1.86\|8.21\|8.38\|8.12\|360717;2026-06-15\|8.41\|2.31\|8.30\|8.49\|8.25\|303178;2026-06-16\|8.43\|0.24\|8.41\|8.49\|8.25\|322487;2026-06-17\|8.31\|-1.42\|8.40\|8.59\|8.25\|386020;2026-06-18\|8.21\|-1.20\|8.28\|8.31\|8.15\|323982;2026-06-22\|8.25\|0.49\|8.21\|8.25\|7.90\|427358;2026-06-23\|8.62\|4.48\|8.27\|8.97\|8.24\|773046;2026-06-24\|8.23\|-4.52\|8.62\|8.62\|8.06\|642484;2026-06-25\|7.96\|-3.28\|8.32\|8.47\|7.92\|484823;2026-06-26\|7.60\|-4.52\|7.97\|8.02\|7.56\|429504;2026-06-29\|7.47\|-1.71\|7.61\|7.73\|7.36\|339671;2026-06-30\|7.44\|-0.40\|7.43\|7.49\|7.28\|267036;2026-07-01\|7.39\|-0.67\|7.44\|7.50\|7.24\|348843;2026-07-02\|7.39\|0.00\|7.30\|7.78\|7.27\|442671;2026-07-03\|7.58\|2.57\|7.39\|7.70\|7.38\|365518;2026-07-06\|7.26\|-4.22\|7.60\|7.65\|7.25\|352366;2026-07-07\|7.05\|-2.89\|7.19\|7.28\|6.99\|246033;2026-07-08\|6.81\|-3.40\|7.05\|7.11\|6.80\|254388;2026-07-09\|6.81\|0.00\|6.74\|6.84\|6.46\|320585;2026-07-10\|6.86\|0.73\|6.80\|7.10\|6.75\|318336;2026-07-13\|6.39\|-6.85\|6.86\|6.86\|6.37\|294258;2026-07-14\|6.50\|1.72\|6.34\|6.50\|6.23\|278973;2026-07-15\|5.99\|-7.85\|6.23\|6.25\|5.90\|577192;2026-07-16\|5.91\|-1.34\|5.91\|6.08\|5.80\|379590;2026-07-17\|5.59\|-5.41\|5.89\|5.94\|5.53\|348270
110663	研究称数据中心将面临55GW的电力缺口	热电联产+煤炭产销+一季报增长+央企行业原因： 5月28日，国金证券研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据2026年4月23日年报，公司是黑龙江省最大的热电联产企业，火电装机容量位居黑龙江省首位，可控发电装机容量641.2万千瓦，占全省统调煤机装机容量31.75%，供热面积达1.47亿平方米。 2、据2026年4月23日年报，公司所属锦兴公司肖家洼煤矿核定产能1200万吨/年，2025年实现煤炭产量1138.31万吨，销量1130.99万吨，煤炭业务实现净利润14.64亿元，是公司核心盈利支撑。 3、据2026年4月23日公告披露2026年一季报，公司一季度营收50.05亿元，归母净利润6.02亿元，同比增长26.15%。 4、据公司披露，公司控股股东为华电煤业集团有限公司，实际控制人为中国华电集团有限公司，最终控制人为国务院国有资产监督管理委员会。	中国华电集团旗下，黑龙江最大发电及集中供热运营商；公司主营发电、供热及煤炭生产销售	2026-03-10\|3.21\|9.93\|2.93\|3.21\|2.92\|1618917;2026-03-11\|3.53\|9.97\|3.24\|3.53\|3.05\|3955591;2026-03-12\|3.88\|9.91\|3.63\|3.88\|3.63\|1818778;2026-03-13\|4.27\|10.05\|4.20\|4.27\|3.70\|3716186;2026-03-16\|4.40\|3.04\|4.30\|4.64\|4.10\|5130080;2026-03-17\|4.25\|-3.41\|4.16\|4.42\|3.96\|3815615;2026-03-18\|4.56\|7.29\|4.23\|4.68\|4.21\|4647134;2026-03-19\|5.02\|10.09\|4.32\|5.02\|4.22\|5062779;2026-03-20\|5.52\|9.96\|5.05\|5.52\|5.02\|5500952;2026-03-23\|5.32\|-3.62\|5.31\|5.70\|4.97\|5046972;2026-03-24\|5.59\|5.08\|5.32\|5.66\|4.79\|4648353;2026-03-25\|6.15\|10.02\|5.50\|6.15\|5.30\|4620065;2026-03-26\|6.77\|10.08\|6.21\|6.77\|5.82\|5967171;2026-03-27\|6.68\|-1.33\|6.54\|7.16\|6.33\|5017501;2026-03-30\|6.01\|-10.03\|6.37\|6.52\|6.01\|1567129;2026-03-31\|6.41\|6.66\|5.60\|6.55\|5.60\|5204828;2026-04-01\|5.91\|-7.80\|6.27\|6.27\|5.77\|4322773;2026-04-02\|5.32\|-9.98\|5.92\|6.07\|5.32\|4134835;2026-04-03\|5.02\|-5.64\|5.21\|5.37\|4.97\|3657131;2026-04-07\|4.98\|-0.80\|5.00\|5.11\|4.86\|2414475;2026-04-08\|5.01\|0.60\|5.01\|5.09\|4.91\|2605964;2026-04-09\|4.80\|-4.19\|4.91\|4.92\|4.74\|2058743;2026-04-10\|4.75\|-1.04\|4.80\|4.84\|4.71\|1247762;2026-04-13\|4.86\|2.32\|4.75\|4.94\|4.71\|2692018;2026-04-14\|4.99\|2.67\|4.80\|5.08\|4.75\|3607592;2026-04-15\|4.68\|-6.21\|4.85\|4.88\|4.56\|2876530;2026-04-16\|4.62\|-1.28\|4.71\|4.71\|4.50\|1796428;2026-04-17\|4.49\|-2.81\|4.64\|4.71\|4.45\|1581588;2026-04-20\|4.58\|2.00\|4.49\|4.59\|4.47\|1411774;2026-04-21\|4.65\|1.53\|4.59\|4.86\|4.41\|2824787;2026-04-22\|4.79\|3.01\|4.60\|5.05\|4.52\|3779252;2026-04-23\|5.27\|10.02\|4.85\|5.27\|4.85\|3502379;2026-04-24\|5.80\|10.06\|5.53\|5.80\|5.43\|4986486;2026-04-27\|6.38\|10.00\|5.64\|6.38\|5.22\|5721151;2026-04-28\|7.02\|10.03\|6.33\|7.02\|6.27\|5637187;2026-04-29\|7.10\|1.14\|6.95\|7.63\|6.55\|5331039;2026-04-30\|6.59\|-7.18\|7.08\|7.17\|6.55\|4174515;2026-05-06\|6.92\|5.01\|6.60\|7.00\|6.58\|4391379;2026-05-07\|7.61\|9.97\|6.77\|7.61\|6.72\|3659797;2026-05-08\|7.51\|-1.31\|7.80\|8.21\|7.44\|5534876;2026-05-11\|7.80\|3.86\|7.42\|7.93\|7.26\|4269845;2026-05-12\|7.70\|-1.28\|7.72\|8.00\|7.10\|4149437;2026-05-13\|8.47\|10.00\|7.46\|8.47\|7.46\|3045804;2026-05-14\|8.00\|-5.55\|8.86\|9.06\|8.00\|5079108;2026-05-15\|7.62\|-4.75\|7.58\|8.40\|7.20\|3867129;2026-05-18\|6.98\|-8.40\|7.21\|7.48\|6.88\|3060503;2026-05-19\|7.00\|0.29\|6.80\|7.23\|6.65\|2670825;2026-05-20\|6.43\|-8.14\|6.90\|6.92\|6.36\|2359847;2026-05-21\|6.19\|-3.73\|6.31\|6.68\|6.17\|1704383;2026-05-22\|6.29\|1.62\|6.19\|6.34\|6.02\|1273724;2026-05-25\|6.92\|10.02\|6.29\|6.92\|6.27\|1415260;2026-05-26\|7.61\|9.97\|7.27\|7.61\|7.17\|2030758;2026-05-27\|8.37\|9.99\|7.86\|8.37\|7.71\|1283927;2026-05-28\|9.21\|10.04\|9.21\|9.21\|8.97\|2337869;2026-05-29\|10.13\|9.99\|9.75\|10.13\|9.75\|1687553;2026-06-01\|9.50\|-6.22\|10.38\|10.89\|9.13\|5105662;2026-06-02\|9.24\|-2.74\|9.50\|9.65\|8.87\|4068225;2026-06-03\|9.71\|5.09\|8.96\|10.03\|8.80\|5315045;2026-06-04\|10.39\|7.00\|9.30\|10.68\|9.20\|5666041;2026-06-05\|9.35\|-10.01\|10.18\|10.60\|9.35\|4284526;2026-06-08\|8.80\|-5.88\|8.42\|9.58\|8.42\|3366247;2026-06-09\|9.05\|2.84\|8.80\|9.20\|8.43\|3419246;2026-06-10\|8.43\|-6.85\|8.83\|8.91\|8.26\|2607655;2026-06-11\|8.12\|-3.68\|8.30\|8.50\|8.08\|1884694;2026-06-12\|8.09\|-0.37\|8.15\|8.93\|8.02\|2978774;2026-06-15\|8.56\|5.81\|8.09\|8.58\|7.77\|2455428;2026-06-16\|8.62\|0.70\|8.57\|8.80\|8.33\|2287300;2026-06-17\|8.30\|-3.71\|8.64\|8.73\|8.15\|1941158;2026-06-18\|7.88\|-5.06\|8.22\|8.25\|7.79\|1920314;2026-06-22\|8.08\|2.54\|7.85\|8.16\|7.70\|1586486;2026-06-23\|7.94\|-1.73\|7.88\|8.20\|7.73\|1436045;2026-06-24\|7.88\|-0.76\|7.83\|7.97\|7.47\|1567303;2026-06-25\|7.59\|-3.68\|7.88\|8.00\|7.54\|1137483;2026-06-26\|7.19\|-5.27\|7.58\|8.26\|7.17\|2628112;2026-06-29\|7.28\|1.25\|7.14\|7.42\|6.95\|1814871;2026-06-30\|7.12\|-2.20\|7.21\|7.23\|6.90\|1366124;2026-07-01\|7.33\|2.95\|7.12\|7.38\|7.00\|1336288;2026-07-02\|6.60\|-9.96\|7.30\|7.75\|6.60\|2358792;2026-07-03\|6.43\|-2.58\|6.63\|6.90\|6.36\|1871144;2026-07-06\|6.34\|-1.40\|6.51\|6.53\|6.28\|1172100;2026-07-07\|6.10\|-3.79\|6.28\|6.33\|6.03\|967903;2026-07-08\|5.90\|-3.28\|6.11\|6.16\|5.87\|847891;2026-07-09\|6.06\|2.71\|5.89\|6.15\|5.79\|1038529;2026-07-10\|6.20\|2.31\|6.07\|6.63\|6.04\|2185674;2026-07-13\|5.76\|-7.10\|6.00\|6.20\|5.73\|1500221;2026-07-14\|5.86\|1.74\|5.76\|5.88\|5.61\|982555;2026-07-15\|5.93\|1.19\|5.87\|6.11\|5.79\|975359;2026-07-16\|5.55\|-6.41\|5.82\|5.95\|5.51\|1012048;2026-07-17\|5.30\|-4.50\|5.51\|5.74\|5.25\|1629256
110662	研究称数据中心将面临55GW的电力缺口	特高压+海上风电+高压电缆公司原因： 1、据2025年度业绩快报2026年2月26日，公司±535kV交联聚乙烯绝缘光电复合柔性直流海底电缆等四项新产品通过中国机械工业联合会鉴定，两项达国际领先水平，可用于海上风电高压直流输电。 2、据2025年半年度报告，公司为国内高压及超高压电缆、附件生产、安装、竣工检验核心供应商，产品涵盖500kV交直流海底电缆，配套电网、海上风电、抽水蓄能等场景。 3、据2025年5月12日互动易，公司多次中标三峡等抽水蓄能国家重大水电工程及国内海上风电项目，高压产品在国网、南网集采中保持领先优势。	海上风电产业所需海缆产品的主要供应商之一，一季度净利润同比增长12.17%	2026-03-10\|9.65\|-3.11\|9.97\|10.13\|9.50\|3622037;2026-03-11\|9.44\|-2.18\|9.82\|9.92\|9.30\|3022867;2026-03-12\|10.38\|9.96\|9.49\|10.38\|9.32\|2808844;2026-03-13\|9.40\|-9.44\|10.68\|10.95\|9.40\|5231466;2026-03-16\|9.41\|0.11\|9.01\|9.82\|8.78\|3758935;2026-03-17\|9.61\|2.13\|9.15\|10.11\|8.82\|4055189;2026-03-18\|9.30\|-3.23\|9.20\|9.96\|9.10\|3044161;2026-03-19\|8.97\|-3.55\|9.00\|9.40\|8.80\|2116681;2026-03-20\|8.34\|-7.02\|8.96\|9.30\|8.30\|2428150;2026-03-23\|8.00\|-4.08\|8.00\|8.38\|7.90\|2016798;2026-03-24\|8.80\|10.00\|8.20\|8.80\|8.19\|3027087;2026-03-25\|9.02\|2.50\|9.21\|9.38\|8.90\|3878422;2026-03-26\|8.68\|-3.77\|8.99\|9.09\|8.62\|1791768;2026-03-27\|8.66\|-0.23\|8.49\|8.87\|8.48\|1522164;2026-03-30\|8.62\|-0.46\|8.56\|8.66\|8.20\|1441912;2026-03-31\|8.82\|2.32\|8.57\|9.16\|8.37\|2681927;2026-04-01\|8.38\|-4.99\|8.96\|8.97\|8.20\|2266077;2026-04-02\|8.12\|-3.10\|8.20\|8.54\|8.05\|1441797;2026-04-03\|7.58\|-6.65\|8.09\|8.16\|7.56\|1509642;2026-04-07\|7.59\|0.13\|7.59\|7.72\|7.51\|1009202;2026-04-08\|7.94\|4.61\|7.75\|8.05\|7.75\|1321426;2026-04-09\|7.73\|-2.64\|7.87\|7.87\|7.60\|978106;2026-04-10\|7.76\|0.39\|7.78\|7.92\|7.71\|1024721;2026-04-13\|7.70\|-0.77\|7.63\|7.73\|7.55\|712820;2026-04-14\|7.73\|0.39\|7.79\|7.85\|7.62\|828444;2026-04-15\|8.50\|9.96\|7.78\|8.50\|7.74\|1734366;2026-04-16\|8.99\|5.76\|8.50\|9.15\|8.13\|4296939;2026-04-17\|8.83\|-1.78\|8.82\|9.15\|8.70\|2478624;2026-04-20\|9.40\|6.46\|8.84\|9.50\|8.72\|3055522;2026-04-21\|9.03\|-3.94\|9.31\|9.31\|8.78\|2006885;2026-04-22\|8.96\|-0.78\|8.87\|9.12\|8.79\|1562097;2026-04-23\|9.09\|1.45\|8.87\|9.32\|8.59\|2250993;2026-04-24\|8.65\|-4.84\|8.83\|8.97\|8.65\|1223490;2026-04-27\|8.63\|-0.23\|8.48\|8.79\|8.26\|1058179;2026-04-28\|8.20\|-4.98\|8.53\|8.54\|8.19\|1130414;2026-04-29\|9.02\|10.00\|8.34\|9.02\|8.33\|1703798;2026-04-30\|8.72\|-3.33\|9.02\|9.07\|8.70\|2089363;2026-05-06\|9.02\|3.44\|8.85\|9.09\|8.82\|1860332;2026-05-07\|9.29\|2.99\|9.11\|9.39\|8.98\|2427474;2026-05-08\|9.12\|-1.83\|9.26\|9.38\|9.06\|1789058;2026-05-11\|9.10\|-0.22\|9.16\|9.39\|9.01\|1695916;2026-05-12\|10.01\|10.00\|9.01\|10.01\|8.95\|2947992;2026-05-13\|11.01\|9.99\|10.52\|11.01\|10.38\|2113485;2026-05-14\|10.15\|-7.81\|11.70\|11.70\|10.12\|4908274;2026-05-15\|9.57\|-5.71\|10.36\|10.45\|9.38\|3026076;2026-05-18\|9.65\|0.84\|9.39\|9.93\|9.39\|1896682;2026-05-19\|9.85\|2.07\|9.57\|10.10\|9.46\|2549394;2026-05-20\|9.25\|-6.09\|9.62\|9.68\|9.18\|1877419;2026-05-21\|8.76\|-5.30\|9.21\|9.33\|8.71\|1706648;2026-05-22\|8.91\|1.71\|8.77\|8.97\|8.63\|1019800;2026-05-25\|9.30\|4.38\|9.07\|9.74\|9.01\|1625972;2026-05-26\|8.87\|-4.62\|9.11\|9.14\|8.75\|1276739;2026-05-27\|8.80\|-0.79\|8.67\|8.97\|8.59\|1099600;2026-05-28\|8.98\|2.05\|8.65\|9.15\|8.61\|1193420;2026-05-29\|8.18\|-8.91\|8.62\|8.71\|8.10\|1760249;2026-06-01\|8.22\|0.49\|8.08\|8.44\|8.01\|848642;2026-06-02\|7.97\|-3.04\|8.12\|8.19\|7.67\|1041568;2026-06-03\|8.03\|0.75\|7.91\|8.15\|7.86\|867144;2026-06-04\|8.23\|2.49\|7.95\|8.39\|7.85\|1136498;2026-06-05\|7.97\|-3.16\|8.17\|8.30\|7.94\|865161;2026-06-08\|7.68\|-3.64\|7.69\|8.05\|7.57\|720445;2026-06-09\|7.70\|0.26\|7.81\|7.85\|7.41\|727875;2026-06-10\|7.31\|-5.06\|7.58\|7.60\|7.21\|860625;2026-06-11\|7.25\|-0.82\|7.27\|7.34\|7.13\|691616;2026-06-12\|7.23\|0.28\|7.41\|7.43\|7.20\|646224;2026-06-15\|7.54\|4.29\|7.29\|7.54\|7.29\|734602;2026-06-16\|7.85\|4.11\|7.53\|7.94\|7.46\|1113826;2026-06-17\|7.57\|-3.57\|7.78\|7.82\|7.53\|832980;2026-06-18\|7.43\|-1.85\|7.50\|7.56\|7.35\|633677;2026-06-22\|7.59\|2.15\|7.38\|7.62\|7.27\|901002;2026-06-23\|7.33\|-3.43\|7.50\|7.71\|7.28\|737682;2026-06-24\|7.25\|-1.09\|7.27\|7.28\|7.11\|616542;2026-06-25\|7.07\|-2.48\|7.20\|7.24\|6.99\|690015;2026-06-26\|6.82\|-3.54\|7.10\|7.26\|6.77\|672864;2026-06-29\|6.79\|-0.44\|6.80\|6.96\|6.66\|520533;2026-06-30\|6.82\|0.44\|6.74\|6.84\|6.63\|473827;2026-07-01\|6.64\|-2.64\|6.81\|6.82\|6.58\|683727;2026-07-02\|6.51\|-1.96\|6.59\|6.90\|6.50\|692356;2026-07-03\|6.66\|2.30\|6.57\|6.76\|6.53\|665950;2026-07-06\|6.38\|-4.20\|6.68\|6.78\|6.36\|601719;2026-07-07\|6.18\|-3.13\|6.37\|6.44\|6.16\|519600;2026-07-08\|5.98\|-3.24\|6.18\|6.24\|5.97\|539012;2026-07-09\|6.04\|1.00\|5.98\|6.07\|5.75\|624341;2026-07-10\|6.08\|0.66\|6.03\|6.26\|5.96\|557573;2026-07-13\|5.70\|-6.25\|6.08\|6.12\|5.70\|533650;2026-07-14\|5.80\|1.75\|5.70\|5.81\|5.60\|483249;2026-07-15\|5.71\|-1.55\|5.79\|5.88\|5.67\|391631;2026-07-16\|5.51\|-3.50\|5.67\|5.70\|5.47\|469743;2026-07-17\|5.37\|-2.54\|5.51\|5.62\|5.30\|666178
110661	研究称数据中心将面临55GW的电力缺口	算电协同+固废处理+转债强赎行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年5月8日互动易，公司依托20座垃圾电厂30.77亿度年发电量，打造湖州零碳智算中心，形成“固废处理+新能源+算力服务”三位一体新生态，并将算电协同模式复制至国内外电厂。 2、据2026年5月12日证券日报，政策推动算电协同，公司绿电直供高载能数据中心方案获关注。 3、据2026年5月13日证券时报，旺能转债触发强赎，公司将于5月20日按100.844元/张赎回未转股部分，提振正股需求。	公司依托20座垃圾电厂30.77亿度年发电量，打造湖州零碳智算中心，形成“固废处理+新能源+算力服务”三位一体新生态，并将算电协同模式复制至国内外电厂	2026-03-10\|17.91\|0.62\|17.80\|18.05\|17.66\|53857;2026-03-11\|18.12\|1.17\|17.90\|18.16\|17.73\|55451;2026-03-12\|18.37\|1.38\|18.12\|18.54\|18.05\|78085;2026-03-13\|18.87\|2.72\|18.50\|19.19\|18.37\|124332;2026-03-16\|18.42\|-2.38\|18.68\|18.88\|18.30\|96595;2026-03-17\|17.98\|-2.39\|18.48\|18.56\|17.96\|60820;2026-03-18\|18.20\|1.22\|18.16\|18.22\|17.98\|40842;2026-03-19\|17.88\|-1.76\|18.02\|18.19\|17.80\|49032;2026-03-20\|18.14\|1.45\|17.95\|18.71\|17.87\|83866;2026-03-23\|17.27\|-4.80\|17.89\|18.01\|17.11\|83165;2026-03-24\|17.92\|3.76\|17.53\|17.95\|17.32\|64786;2026-03-25\|18.44\|2.90\|18.30\|18.65\|17.80\|95065;2026-03-26\|18.14\|-1.63\|18.44\|18.48\|18.02\|52169;2026-03-27\|18.06\|-0.44\|18.00\|18.18\|17.74\|53940;2026-03-30\|17.66\|-2.21\|17.88\|17.98\|17.43\|50711;2026-03-31\|17.00\|-3.74\|17.65\|17.66\|16.96\|63150;2026-04-01\|17.32\|1.88\|17.30\|17.44\|17.10\|48437;2026-04-02\|17.00\|-1.85\|17.25\|17.57\|16.85\|34597;2026-04-03\|16.68\|-1.88\|17.00\|17.05\|16.65\|42765;2026-04-07\|16.81\|0.78\|16.90\|17.03\|16.70\|31691;2026-04-08\|17.35\|3.21\|17.38\|17.38\|17.08\|43067;2026-04-09\|17.93\|3.34\|17.28\|18.24\|17.20\|97884;2026-04-10\|18.49\|3.12\|17.95\|19.18\|17.95\|163879;2026-04-13\|18.80\|1.68\|18.23\|18.90\|17.98\|88602;2026-04-14\|18.55\|-1.33\|18.80\|18.91\|18.35\|78998;2026-04-15\|18.73\|0.97\|18.50\|19.07\|18.30\|75904;2026-04-16\|19.68\|5.07\|18.70\|19.93\|18.60\|180778;2026-04-17\|19.41\|-1.37\|19.39\|19.82\|19.25\|199693;2026-04-20\|19.46\|0.26\|19.25\|19.93\|18.32\|227370;2026-04-21\|19.64\|0.93\|19.49\|19.75\|19.05\|180395;2026-04-22\|18.84\|-4.07\|19.18\|19.34\|18.75\|193273;2026-04-23\|18.25\|-3.13\|18.84\|19.21\|18.25\|176875;2026-04-24\|17.19\|-5.81\|17.32\|17.90\|17.07\|296869;2026-04-27\|17.59\|2.33\|17.08\|17.92\|16.72\|246646;2026-04-28\|17.86\|1.53\|17.40\|18.05\|16.99\|203151;2026-04-29\|17.69\|-0.95\|17.86\|18.03\|17.50\|151338;2026-04-30\|17.49\|-1.13\|17.72\|17.98\|17.39\|151438;2026-05-06\|18.05\|3.20\|17.49\|18.26\|17.30\|221200;2026-05-07\|18.31\|1.44\|18.31\|19.19\|18.19\|222532;2026-05-08\|18.37\|0.33\|18.38\|18.85\|18.20\|183465;2026-05-11\|18.93\|3.05\|18.58\|19.17\|18.53\|244271;2026-05-12\|19.52\|3.12\|18.85\|19.65\|18.61\|280345;2026-05-13\|21.47\|9.99\|19.66\|21.47\|19.55\|489553;2026-05-14\|22.01\|2.52\|21.51\|22.70\|21.36\|496212;2026-05-15\|23.03\|4.63\|22.46\|23.80\|21.89\|548201;2026-05-18\|22.88\|-0.65\|23.19\|23.50\|22.20\|334372;2026-05-19\|22.69\|-0.83\|22.88\|23.06\|22.00\|274937;2026-05-20\|22.61\|-0.35\|22.67\|22.81\|21.72\|225147;2026-05-21\|21.18\|-6.32\|22.39\|23.20\|21.13\|268601;2026-05-22\|21.18\|0.00\|21.43\|21.59\|19.76\|305420;2026-05-25\|21.10\|-0.38\|21.05\|21.50\|20.68\|206106;2026-05-26\|21.26\|0.76\|21.00\|21.28\|20.75\|152260;2026-05-27\|21.26\|0.00\|21.37\|22.06\|21.05\|288081;2026-05-28\|20.55\|-3.34\|21.51\|21.60\|20.26\|207524;2026-05-29\|19.37\|-5.74\|20.40\|20.60\|19.11\|230799;2026-06-01\|20.00\|3.25\|19.40\|20.83\|19.00\|216844;2026-06-02\|20.00\|0.00\|19.84\|20.35\|19.72\|134366;2026-06-03\|20.16\|0.80\|20.01\|20.61\|19.70\|150940;2026-06-04\|19.56\|-2.98\|20.00\|20.14\|19.36\|120807;2026-06-05\|18.42\|-5.83\|19.74\|19.74\|18.30\|167114;2026-06-08\|18.07\|-1.90\|17.91\|18.76\|17.80\|109728;2026-06-09\|17.79\|-1.55\|18.10\|18.34\|17.25\|170027;2026-06-10\|17.10\|-3.88\|17.60\|17.61\|16.89\|148696;2026-06-11\|16.70\|-2.34\|17.09\|17.37\|16.62\|138442;2026-06-12\|17.52\|4.91\|16.79\|17.97\|16.74\|178387;2026-06-15\|17.86\|1.94\|17.61\|17.86\|17.51\|110911;2026-06-16\|17.86\|0.00\|17.70\|18.05\|17.65\|99597;2026-06-17\|17.45\|-2.30\|17.75\|17.86\|17.22\|105169;2026-06-18\|17.14\|-1.78\|17.55\|17.55\|17.00\|82945;2026-06-22\|17.07\|-0.41\|17.26\|17.70\|16.80\|90174;2026-06-23\|16.99\|-0.47\|17.11\|17.23\|16.84\|89501;2026-06-24\|16.74\|-1.47\|16.99\|17.18\|16.66\|90612;2026-06-25\|16.00\|-4.42\|16.75\|16.97\|15.90\|135304;2026-06-26\|15.22\|-4.88\|15.91\|16.16\|15.18\|110739;2026-06-29\|14.96\|-1.71\|15.26\|15.40\|14.80\|96924;2026-06-30\|15.15\|1.27\|14.91\|15.18\|14.75\|68668;2026-07-01\|15.25\|0.66\|15.16\|15.47\|14.88\|79841;2026-07-02\|15.31\|0.39\|15.29\|16.02\|15.09\|98768;2026-07-03\|15.50\|1.24\|15.35\|15.72\|15.30\|71712;2026-07-06\|15.80\|1.94\|15.55\|16.38\|15.55\|122899;2026-07-07\|14.81\|-6.27\|15.78\|15.88\|14.75\|100160;2026-07-08\|14.53\|-1.89\|14.82\|14.92\|14.46\|62070;2026-07-09\|14.20\|-2.27\|14.60\|14.64\|14.08\|91915;2026-07-10\|14.15\|-0.35\|14.22\|14.41\|14.02\|86373;2026-07-13\|13.60\|-3.89\|14.14\|14.20\|13.58\|102960;2026-07-14\|13.90\|2.21\|13.57\|13.90\|13.50\|105941;2026-07-15\|14.22\|2.30\|13.79\|14.38\|13.74\|69165;2026-07-16\|14.09\|-0.91\|14.08\|14.24\|14.00\|56487;2026-07-17\|13.81\|-1.99\|14.08\|14.30\|13.74\|76072
110660	研究称数据中心将面临55GW的电力缺口	火电+新能源+国企改革行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据世界气象组织预警及多家券商研报，未来五年将出现史上最热一年，厄尔尼诺现象或致6-7月高温持续，电力供需偏紧预期强化。公司原因： 1、据2026年5月26日互动易，公司煤电机组已完成灵活性改造，随着电力市场改革深入，煤电机组逐步转变为支撑调节性电源，辅助服务市场交易品种与规模不断扩大，煤电机组辅助服务收入占比也在增加。 2、据2026年5月21日公告，公司控股股东与实际控制人之间产权层级减少事项已完成工商变更登记，实际控制人仍为山西省人民政府国有资产监督管理委员会，不影响公司控股权的稳定性。 3、据2026年5月14日异常波动公告及2025年年报，公司主营业务以火力发电为主，电力收入占比84.53%，是山西最大的电力上市公司，同时拥有新能源装机213.58万千瓦，占公司总装机的19.3%。	山西省最大发电公司，控股股东大同煤炭集团是山西最大煤炭企业	2026-03-10\|3.81\|-1.80\|3.87\|3.93\|3.79\|1782870;2026-03-11\|3.90\|2.36\|3.80\|3.92\|3.68\|2174186;2026-03-12\|3.94\|1.03\|3.85\|3.99\|3.83\|2056690;2026-03-13\|3.77\|-4.31\|3.89\|3.90\|3.73\|1778774;2026-03-16\|3.65\|-3.18\|3.78\|3.85\|3.61\|1483215;2026-03-17\|3.63\|-0.55\|3.65\|3.75\|3.56\|1365542;2026-03-18\|3.71\|2.20\|3.68\|3.85\|3.65\|1383969;2026-03-19\|3.74\|0.81\|3.65\|3.78\|3.58\|1437953;2026-03-20\|3.74\|0.00\|3.69\|3.95\|3.66\|2049732;2026-03-23\|3.63\|-2.94\|3.68\|3.79\|3.60\|1784654;2026-03-24\|3.89\|7.16\|3.67\|3.90\|3.61\|2409070;2026-03-25\|4.21\|8.23\|3.86\|4.28\|3.83\|4040459;2026-03-26\|4.63\|9.98\|4.46\|4.63\|4.38\|2101889;2026-03-27\|5.09\|9.94\|4.90\|5.09\|4.82\|5041469;2026-03-30\|4.58\|-10.02\|4.97\|5.12\|4.58\|2599443;2026-03-31\|4.23\|-7.64\|4.12\|4.48\|4.12\|4869020;2026-04-01\|3.90\|-7.80\|4.19\|4.25\|3.86\|4109577;2026-04-02\|3.74\|-4.10\|3.88\|3.98\|3.71\|2864797;2026-04-03\|3.51\|-6.15\|3.74\|3.76\|3.50\|2128434;2026-04-07\|3.61\|2.85\|3.49\|3.62\|3.48\|1511458;2026-04-08\|3.69\|2.22\|3.67\|3.72\|3.63\|1497158;2026-04-09\|3.61\|-2.17\|3.66\|3.66\|3.57\|1031570;2026-04-10\|3.55\|-1.66\|3.61\|3.62\|3.54\|1031151;2026-04-13\|3.72\|4.79\|3.52\|3.74\|3.51\|1913607;2026-04-14\|3.77\|1.34\|3.72\|3.90\|3.70\|1971838;2026-04-15\|3.75\|-0.53\|3.74\|3.78\|3.66\|1435132;2026-04-16\|3.83\|2.13\|3.75\|3.84\|3.68\|1240821;2026-04-17\|3.87\|1.04\|3.83\|3.90\|3.78\|1331763;2026-04-20\|3.92\|1.29\|3.87\|3.94\|3.82\|1352947;2026-04-21\|4.23\|7.91\|3.92\|4.31\|3.81\|3942771;2026-04-22\|4.11\|-2.84\|4.15\|4.18\|4.06\|2441437;2026-04-23\|4.15\|0.97\|4.08\|4.32\|3.81\|3694230;2026-04-24\|3.87\|-6.75\|4.06\|4.07\|3.86\|2194914;2026-04-27\|3.86\|-0.26\|3.86\|3.91\|3.73\|1323670;2026-04-28\|3.91\|1.30\|3.83\|3.95\|3.78\|1730123;2026-04-29\|3.92\|0.26\|3.86\|4.00\|3.81\|1436211;2026-04-30\|3.78\|-3.57\|3.92\|3.96\|3.77\|1379424;2026-05-06\|4.06\|7.41\|3.82\|4.07\|3.82\|2385107;2026-05-07\|4.29\|5.67\|4.06\|4.30\|4.06\|2441583;2026-05-08\|4.17\|-2.80\|4.22\|4.36\|4.12\|2408732;2026-05-11\|4.23\|1.44\|4.24\|4.31\|4.17\|1776683;2026-05-12\|4.65\|9.93\|4.23\|4.65\|4.16\|2638150;2026-05-13\|5.12\|10.11\|4.88\|5.12\|4.80\|1846136;2026-05-14\|4.70\|-8.20\|5.62\|5.62\|4.68\|6870484;2026-05-15\|4.90\|4.26\|4.70\|5.08\|4.38\|4853500;2026-05-18\|5.09\|3.88\|4.67\|5.15\|4.57\|3988302;2026-05-19\|5.09\|0.00\|5.00\|5.30\|4.84\|3943889;2026-05-20\|4.58\|-10.02\|4.90\|4.94\|4.58\|2566993;2026-05-21\|4.43\|-3.28\|4.39\|4.66\|4.39\|2271593;2026-05-22\|4.72\|6.55\|4.43\|4.87\|4.31\|3629869;2026-05-25\|5.00\|5.93\|4.79\|5.02\|4.74\|3712524;2026-05-26\|4.98\|-0.40\|4.88\|5.20\|4.75\|3440724;2026-05-27\|5.15\|3.41\|4.94\|5.21\|4.91\|4330021;2026-05-28\|5.07\|-1.55\|5.05\|5.27\|4.87\|4080272;2026-05-29\|5.58\|10.06\|5.14\|5.58\|5.07\|3712388;2026-06-01\|6.14\|10.04\|6.14\|6.14\|5.50\|6870789;2026-06-02\|6.11\|-0.49\|6.15\|6.60\|6.00\|9043729;2026-06-03\|6.07\|-0.65\|5.92\|6.35\|5.51\|7805361;2026-06-04\|5.74\|-5.44\|5.70\|5.97\|5.64\|4380221;2026-06-05\|5.34\|-6.97\|5.72\|6.02\|5.25\|4206338;2026-06-08\|4.93\|-7.68\|5.03\|5.35\|4.90\|3152258;2026-06-09\|4.95\|0.41\|5.01\|5.06\|4.67\|3071879;2026-06-10\|4.63\|-6.46\|4.86\|4.86\|4.56\|2612688;2026-06-11\|4.63\|0.00\|4.57\|4.79\|4.51\|2184959;2026-06-12\|4.65\|0.43\|4.63\|4.75\|4.52\|2090550;2026-06-15\|4.91\|5.59\|4.65\|4.92\|4.65\|2641917;2026-06-16\|4.93\|0.41\|4.92\|5.02\|4.82\|2347329;2026-06-17\|5.00\|1.42\|4.93\|5.13\|4.76\|2786669;2026-06-18\|4.59\|-8.20\|4.94\|5.14\|4.55\|3118414;2026-06-22\|4.44\|-3.27\|4.68\|4.69\|4.33\|2396904;2026-06-23\|4.24\|-4.50\|4.35\|4.44\|4.20\|2065626;2026-06-24\|4.15\|-2.12\|4.20\|4.22\|4.04\|1625551;2026-06-25\|4.02\|-3.13\|4.09\|4.12\|3.97\|1563555;2026-06-26\|3.88\|-3.48\|4.05\|4.18\|3.87\|2156086;2026-06-29\|3.92\|1.03\|3.86\|3.99\|3.81\|1625302;2026-06-30\|3.83\|-2.30\|3.86\|3.88\|3.76\|1467123;2026-07-01\|3.99\|4.18\|3.85\|4.03\|3.82\|1835929;2026-07-02\|3.81\|-4.51\|3.99\|4.13\|3.80\|2121938;2026-07-03\|3.73\|-2.10\|3.81\|3.86\|3.68\|1497258;2026-07-06\|3.57\|-4.29\|3.70\|3.72\|3.56\|1252375;2026-07-07\|3.46\|-3.08\|3.55\|3.56\|3.43\|1141727;2026-07-08\|3.35\|-3.18\|3.44\|3.46\|3.34\|1034540;2026-07-09\|3.38\|0.90\|3.33\|3.42\|3.25\|1199645;2026-07-10\|3.47\|2.66\|3.36\|3.56\|3.34\|1435982;2026-07-13\|3.30\|-4.90\|3.47\|3.50\|3.29\|1149225;2026-07-14\|3.35\|1.52\|3.30\|3.36\|3.26\|1071200;2026-07-15\|3.41\|1.79\|3.33\|3.45\|3.30\|1122659;2026-07-16\|3.32\|-2.64\|3.38\|3.42\|3.30\|1069881;2026-07-17\|3.42\|3.01\|3.29\|3.54\|3.28\|2996677
110659	研究称数据中心将面临55GW的电力缺口	蒙电入苏+绿电直供+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月29日公告，董事会通过库布齐沙漠至江苏特高压通道配套4×660MW煤电及150万千瓦光伏治沙项目，总投资180.62亿元，并与江苏国信集团等设立合资公司推进“蒙电入苏”±800千伏特高压直流工程。 2、据上海证券报2026年5月12日报道，全国首个算电协同绿电直供项目——大唐中卫云基地50万千瓦光伏电站已于5月2日投运，公司绿电直供能力获政策与市场双重催化。 3、据2025年度报告，公司控股装机86.19GW，风电、光伏合计18.37GW，清洁能源占比42.99%，最终实控人为国务院国资委。	全资子公司西藏大唐国际怒江水电位于西藏自治区拉萨市，主要业务为水力发电	2026-03-10\|4.06\|0.00\|4.06\|4.14\|4.00\|1554095;2026-03-11\|4.16\|2.46\|4.09\|4.17\|3.97\|1898657;2026-03-12\|4.58\|10.10\|4.23\|4.58\|4.23\|1707457;2026-03-13\|4.74\|3.49\|4.90\|4.99\|4.63\|9925088;2026-03-16\|4.33\|-8.65\|4.60\|4.65\|4.27\|6547509;2026-03-17\|4.25\|-1.85\|4.26\|4.44\|4.20\|4393498;2026-03-18\|4.31\|1.41\|4.24\|4.44\|4.23\|3447424;2026-03-19\|4.18\|-3.02\|4.24\|4.31\|4.14\|3246622;2026-03-20\|4.20\|0.48\|4.15\|4.38\|4.11\|3295385;2026-03-23\|4.03\|-4.05\|4.08\|4.20\|4.00\|2840977;2026-03-24\|4.24\|5.21\|4.10\|4.25\|4.06\|3351294;2026-03-25\|4.46\|5.19\|4.18\|4.52\|4.18\|4911186;2026-03-26\|4.39\|-1.57\|4.40\|4.48\|4.36\|3529491;2026-03-27\|4.48\|2.05\|4.33\|4.59\|4.33\|3650520;2026-03-30\|4.13\|-7.81\|4.40\|4.44\|4.11\|3471033;2026-03-31\|3.94\|-4.60\|4.11\|4.15\|3.94\|2675114;2026-04-01\|3.94\|0.00\|4.02\|4.05\|3.89\|1951750;2026-04-02\|3.84\|-2.54\|3.94\|3.97\|3.81\|1853681;2026-04-03\|3.71\|-3.39\|3.83\|3.84\|3.68\|1723447;2026-04-07\|3.73\|0.54\|3.71\|3.77\|3.68\|1107718;2026-04-08\|3.84\|2.95\|3.80\|3.85\|3.77\|1666487;2026-04-09\|3.84\|0.00\|3.83\|3.88\|3.78\|1431517;2026-04-10\|3.81\|-0.78\|3.86\|3.87\|3.80\|1296570;2026-04-13\|3.83\|0.52\|3.79\|3.83\|3.76\|1028760;2026-04-14\|3.87\|1.04\|3.84\|3.90\|3.83\|1249895;2026-04-15\|3.89\|0.52\|3.88\|3.91\|3.84\|1271356;2026-04-16\|3.87\|-0.51\|3.88\|3.89\|3.84\|909091;2026-04-17\|3.89\|0.52\|3.88\|3.91\|3.85\|1157217;2026-04-20\|3.96\|1.80\|3.88\|3.96\|3.87\|1558481;2026-04-21\|4.11\|3.79\|3.96\|4.12\|3.91\|2531515;2026-04-22\|4.15\|0.97\|4.08\|4.16\|4.06\|1853346;2026-04-23\|4.21\|1.45\|4.15\|4.22\|4.09\|2493146;2026-04-24\|4.07\|-3.33\|4.18\|4.20\|4.06\|2085600;2026-04-27\|4.05\|-0.49\|4.04\|4.10\|4.00\|1461497;2026-04-28\|4.04\|-0.25\|4.03\|4.06\|3.97\|1620128;2026-04-29\|4.29\|6.19\|4.12\|4.40\|4.12\|3619153;2026-04-30\|4.16\|-3.03\|4.24\|4.25\|4.15\|2040293;2026-05-06\|4.58\|10.10\|4.58\|4.58\|4.51\|3298102;2026-05-07\|5.04\|10.04\|4.98\|5.04\|4.88\|3340447;2026-05-08\|5.54\|9.92\|5.54\|5.54\|5.32\|12160814;2026-05-11\|6.09\|9.93\|6.00\|6.09\|5.88\|2783118;2026-05-12\|6.70\|10.02\|6.68\|6.70\|6.40\|6831487;2026-05-13\|7.37\|10.00\|7.14\|7.37\|7.08\|2435885;2026-05-14\|7.20\|-2.31\|8.11\|8.11\|7.20\|18564704;2026-05-15\|7.92\|10.00\|6.99\|7.92\|6.73\|15251770;2026-05-18\|7.93\|0.13\|7.68\|8.12\|7.63\|11762916;2026-05-19\|8.38\|5.67\|7.93\|8.64\|7.75\|12910503;2026-05-20\|7.54\|-10.02\|7.56\|8.18\|7.54\|5635818;2026-05-21\|7.05\|-6.50\|6.90\|7.83\|6.90\|9645388;2026-05-22\|6.89\|-2.27\|7.00\|7.16\|6.68\|7944991;2026-05-25\|7.40\|7.40\|6.80\|7.44\|6.80\|8799928;2026-05-26\|7.16\|-3.24\|7.39\|7.64\|7.10\|8150112;2026-05-27\|7.71\|7.68\|7.00\|7.80\|7.00\|9597919;2026-05-28\|8.00\|3.76\|7.73\|8.22\|7.50\|10734411;2026-05-29\|8.63\|7.88\|7.88\|8.79\|7.75\|11180220;2026-06-01\|8.37\|-3.01\|8.63\|8.70\|7.77\|9490346;2026-06-02\|9.18\|9.68\|8.10\|9.19\|7.93\|10089825;2026-06-03\|9.10\|-0.87\|8.32\|9.92\|8.32\|12197774;2026-06-04\|8.81\|-3.19\|8.90\|9.40\|8.71\|7627568;2026-06-05\|7.93\|-9.99\|8.72\|9.00\|7.93\|8005705;2026-06-08\|7.27\|-8.32\|7.65\|8.10\|7.16\|6278660;2026-06-09\|7.71\|6.05\|7.20\|7.78\|6.91\|7452503;2026-06-10\|7.76\|0.65\|7.50\|8.15\|7.42\|7419731;2026-06-11\|7.99\|2.96\|7.68\|8.15\|7.68\|6327931;2026-06-12\|8.09\|1.25\|7.91\|8.20\|7.80\|5242681;2026-06-15\|8.73\|7.91\|8.18\|8.77\|8.00\|6513060;2026-06-16\|8.70\|-0.34\|8.71\|8.90\|8.48\|6764913;2026-06-17\|9.13\|4.94\|8.85\|9.37\|8.47\|9708892;2026-06-18\|8.22\|-9.97\|8.94\|9.30\|8.22\|10067946;2026-06-22\|8.37\|1.82\|7.91\|8.88\|7.58\|9859951;2026-06-23\|8.34\|-0.36\|8.22\|8.51\|7.86\|8628104;2026-06-24\|7.82\|-6.24\|8.18\|8.25\|7.81\|6757211;2026-06-25\|7.47\|-4.48\|7.70\|8.10\|7.46\|7460421;2026-06-26\|7.32\|-2.01\|7.36\|7.87\|7.17\|6978079;2026-06-29\|7.04\|-3.83\|7.10\|7.35\|6.92\|5191889;2026-06-30\|7.08\|0.57\|6.97\|7.26\|6.55\|6922353;2026-07-01\|7.79\|10.03\|7.01\|7.79\|6.90\|7048531;2026-07-02\|7.33\|-5.91\|8.00\|8.20\|7.30\|8610636;2026-07-03\|7.67\|4.64\|7.30\|7.70\|7.18\|6478304;2026-07-06\|7.39\|-3.65\|7.60\|7.94\|7.36\|6013053;2026-07-07\|7.00\|-5.28\|7.22\|7.55\|6.90\|5943068;2026-07-08\|6.95\|-0.71\|6.90\|7.18\|6.78\|4274980;2026-07-09\|6.57\|-5.47\|6.82\|7.07\|6.42\|6163963;2026-07-10\|6.64\|1.07\|6.48\|6.84\|6.30\|6535785;2026-07-13\|5.98\|-9.94\|6.40\|6.47\|5.98\|5772377;2026-07-14\|5.88\|-1.67\|5.80\|5.97\|5.62\|4963945;2026-07-15\|5.78\|-1.70\|5.83\|6.02\|5.70\|3986898;2026-07-16\|5.69\|-1.56\|5.70\|5.88\|5.55\|4309591;2026-07-17\|5.80\|1.93\|5.69\|5.98\|5.59\|6545386
110658	研究称数据中心将面临55GW的电力缺口	AI数据中心配电+电气机柜行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2025年7月15日互动易，公司电气机柜及气体绝缘开关设备可应用于AI数据中心的配电系统，产品主要包括电气机柜和气体绝缘开关设备，主要应用于指定型号的交流系统中。 2、据2025年年报，公司主要从事配电开关控制设备的研发、制造和销售，核心产品为电气机柜和气体绝缘开关设备，荣膺国家工信部“制造业单项冠军示范企业”称号。	1、公司主要从事配电开关控制设备，产品主要包括电气机柜、环网柜设备、IE/IT机柜等三大类； 2、公司IT机柜用途是为服务器等IT设备解决高密度散热、大量线缆敷设和管理等功能，保证数据中心设备的正常运行	2026-03-10\|17.39\|-0.80\|17.30\|17.90\|17.20\|130112;2026-03-11\|17.02\|-2.13\|17.38\|17.45\|16.89\|124798;2026-03-12\|16.52\|-2.94\|17.02\|17.02\|16.43\|99062;2026-03-13\|15.99\|-3.21\|16.71\|16.71\|15.94\|81137;2026-03-16\|16.06\|0.44\|15.98\|16.06\|15.63\|64906;2026-03-17\|15.53\|-3.30\|16.17\|16.31\|15.53\|61319;2026-03-18\|15.87\|2.19\|15.50\|15.90\|15.50\|49489;2026-03-19\|15.36\|-3.21\|15.65\|15.69\|15.28\|48927;2026-03-20\|14.83\|-3.45\|15.49\|15.52\|14.80\|45140;2026-03-23\|13.90\|-6.27\|14.51\|14.81\|13.82\|75870;2026-03-24\|14.58\|4.89\|14.30\|14.64\|14.16\|63946;2026-03-25\|14.86\|1.92\|14.54\|15.00\|14.50\|47179;2026-03-26\|14.76\|-0.67\|14.86\|15.16\|14.61\|41304;2026-03-27\|15.16\|2.71\|14.48\|15.40\|14.48\|52050;2026-03-30\|14.87\|-1.91\|15.00\|15.06\|14.40\|40649;2026-03-31\|14.56\|-2.08\|14.85\|14.93\|14.56\|27928;2026-04-01\|14.80\|1.65\|14.86\|14.91\|14.66\|23217;2026-04-02\|14.46\|-2.30\|14.78\|14.92\|14.34\|25454;2026-04-03\|14.03\|-2.97\|14.51\|14.51\|13.95\|26890;2026-04-07\|14.32\|2.07\|13.95\|14.32\|13.95\|21755;2026-04-08\|15.00\|4.75\|14.60\|15.00\|14.34\|34345;2026-04-09\|14.96\|-0.27\|14.90\|15.00\|14.81\|25306;2026-04-10\|15.18\|1.47\|14.97\|15.27\|14.96\|28625;2026-04-13\|14.96\|-1.45\|14.99\|15.17\|14.76\|31954;2026-04-14\|15.17\|1.40\|14.96\|15.18\|14.87\|26343;2026-04-15\|15.14\|-0.20\|15.17\|15.35\|15.05\|29442;2026-04-16\|15.25\|0.73\|15.16\|15.26\|14.94\|22523;2026-04-17\|15.18\|-0.46\|15.17\|15.30\|15.10\|22091;2026-04-20\|15.28\|0.66\|15.06\|15.30\|15.06\|27624;2026-04-21\|15.23\|-0.33\|15.31\|15.31\|15.11\|25652;2026-04-22\|15.04\|-1.25\|15.01\|15.24\|14.86\|30153;2026-04-23\|14.74\|-1.99\|14.95\|15.13\|14.66\|32787;2026-04-24\|15.13\|2.65\|14.79\|15.22\|14.68\|36844;2026-04-27\|14.97\|-1.06\|15.22\|15.22\|14.49\|41521;2026-04-28\|14.90\|-0.47\|14.97\|15.05\|14.79\|24533;2026-04-29\|15.13\|1.54\|14.90\|15.19\|14.62\|25265;2026-04-30\|13.85\|-8.46\|14.73\|14.78\|13.65\|123284;2026-05-06\|13.74\|-0.79\|13.90\|13.95\|13.63\|54644;2026-05-07\|13.80\|0.44\|13.75\|13.83\|13.66\|37002;2026-05-08\|13.77\|-0.22\|13.84\|13.84\|13.60\|36316;2026-05-11\|14.05\|2.03\|13.80\|14.33\|13.75\|62285;2026-05-12\|15.46\|10.04\|14.06\|15.46\|14.06\|57707;2026-05-13\|17.01\|10.03\|17.01\|17.01\|17.01\|31786;2026-05-14\|16.62\|-2.29\|18.71\|18.71\|16.40\|319107;2026-05-15\|16.55\|-0.42\|16.10\|17.29\|16.10\|192432;2026-05-18\|16.63\|0.48\|16.10\|17.20\|16.10\|156069;2026-05-19\|16.41\|-1.32\|16.68\|16.94\|16.22\|120151;2026-05-20\|16.12\|-1.77\|16.23\|16.46\|15.77\|102782;2026-05-21\|16.56\|2.73\|16.13\|17.22\|16.05\|157302;2026-05-22\|16.90\|2.05\|16.51\|17.08\|16.41\|128589;2026-05-25\|17.23\|1.95\|17.11\|17.50\|16.60\|130152;2026-05-26\|16.91\|-1.86\|16.99\|17.63\|16.82\|99873;2026-05-27\|16.55\|-2.13\|16.78\|17.13\|16.19\|91391;2026-05-28\|17.13\|3.50\|16.37\|17.98\|16.37\|127872;2026-05-29\|17.23\|0.58\|16.78\|17.41\|16.51\|112760;2026-06-01\|16.95\|-1.63\|17.15\|17.45\|16.80\|94043;2026-06-02\|16.45\|-2.95\|16.86\|17.06\|15.95\|82921;2026-06-03\|15.76\|-4.19\|16.36\|16.46\|15.60\|92236;2026-06-04\|15.21\|-3.00\|15.60\|15.75\|15.05\|58360;2026-06-05\|16.73\|9.99\|15.25\|16.73\|14.51\|91241;2026-06-08\|16.53\|-1.20\|16.99\|17.00\|16.33\|108542;2026-06-09\|16.50\|-0.18\|16.69\|16.82\|16.17\|64219;2026-06-10\|15.90\|-3.64\|16.50\|16.50\|15.62\|61351;2026-06-11\|14.31\|-10.00\|15.71\|16.16\|14.31\|100016;2026-06-12\|14.58\|1.89\|14.38\|14.88\|14.02\|81464;2026-06-15\|16.04\|10.01\|14.89\|16.04\|14.86\|37211;2026-06-16\|17.00\|5.99\|16.70\|17.55\|16.28\|174147;2026-06-17\|18.15\|6.76\|17.19\|18.25\|17.13\|140964;2026-06-18\|16.34\|-9.97\|17.97\|17.97\|16.34\|96571;2026-06-22\|14.71\|-9.98\|15.70\|15.87\|14.71\|155036;2026-06-23\|15.28\|3.87\|14.68\|15.28\|14.42\|149277;2026-06-24\|14.04\|-8.12\|15.00\|15.00\|13.90\|130011;2026-06-25\|13.17\|-6.20\|13.87\|14.05\|13.15\|112794;2026-06-26\|12.65\|-3.95\|13.13\|13.45\|12.64\|89214;2026-06-29\|12.42\|-1.82\|12.72\|12.76\|12.31\|57056;2026-06-30\|12.58\|1.29\|12.65\|12.73\|12.31\|44360;2026-07-01\|12.57\|-0.08\|12.80\|12.80\|12.31\|51462;2026-07-02\|12.49\|-0.64\|12.60\|12.85\|12.47\|47618;2026-07-03\|12.98\|3.92\|12.75\|13.19\|12.49\|61526;2026-07-06\|12.19\|-6.09\|13.25\|13.25\|12.19\|67592;2026-07-07\|11.70\|-4.02\|12.31\|12.39\|11.60\|51394;2026-07-08\|11.32\|-3.25\|11.75\|11.75\|11.32\|36665;2026-07-09\|11.35\|0.27\|11.43\|11.46\|10.94\|41421;2026-07-10\|11.48\|1.15\|11.33\|11.64\|11.11\|39000;2026-07-13\|10.86\|-5.40\|11.42\|11.47\|10.86\|28560;2026-07-14\|11.16\|2.76\|10.86\|11.18\|10.74\|29783;2026-07-15\|11.14\|-0.18\|10.97\|11.35\|10.97\|25502;2026-07-16\|11.13\|-0.09\|11.14\|11.32\|10.98\|24638;2026-07-17\|10.96\|-1.53\|10.90\|11.25\|10.88\|36767
110657	研究称数据中心将面临55GW的电力缺口	热电联产+绿色电力+宁波国资+一季报增长行业原因：据央视新闻报道，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。公司原因： 1、据2026年4月30日公告，公司2026年一季度归母净利润7251.81万元，同比增长71.60%；据2026年5月11日业绩说明会，营收增长主要系部分热电联产企业产能和经营效益增加。 2、据2026年5月11日业绩说明会，公司已形成热电联产、生物质发电、风光储充低碳零碳产业、综合能源节能服务等多元化能源业务布局；据2025年年报，公司发展战略聚焦清洁能源项目投资运维、零碳场景综合服务等核心赛道。 3、据2026年5月11日业绩说明会及2025年年报，公司控股股东为宁波开发投资集团有限公司，实际控制人为宁波市人民政府国有资产监督管理委员会。	隶属宁波市国资委，主要从事热电联产、生物质发电、抽水蓄能和综合能源服务	2026-03-10\|5.20\|-1.14\|5.27\|5.30\|5.13\|494092;2026-03-11\|5.28\|1.54\|5.20\|5.28\|5.10\|465226;2026-03-12\|5.37\|1.70\|5.27\|5.37\|5.23\|468334;2026-03-13\|5.17\|-3.72\|5.37\|5.38\|5.15\|580648;2026-03-16\|5.10\|-1.35\|5.19\|5.25\|5.06\|395805;2026-03-17\|5.01\|-1.76\|5.07\|5.14\|5.00\|276926;2026-03-18\|5.12\|2.20\|5.02\|5.18\|5.02\|285330;2026-03-19\|5.14\|0.39\|5.08\|5.21\|5.06\|320550;2026-03-20\|5.26\|2.33\|5.12\|5.37\|5.10\|601045;2026-03-23\|5.70\|8.37\|5.20\|5.78\|5.16\|1516083;2026-03-24\|6.27\|10.00\|5.44\|6.27\|5.42\|1808557;2026-03-25\|6.90\|10.05\|6.30\|6.90\|6.30\|2501579;2026-03-26\|6.68\|-3.19\|6.61\|7.40\|6.22\|2431653;2026-03-27\|7.35\|10.03\|6.43\|7.35\|6.28\|2269107;2026-03-30\|6.62\|-9.93\|7.10\|7.25\|6.62\|1667562;2026-03-31\|5.96\|-9.97\|6.20\|6.38\|5.96\|1672599;2026-04-01\|5.52\|-7.38\|5.90\|5.96\|5.45\|1547099;2026-04-02\|5.72\|3.62\|5.53\|5.92\|5.40\|1562692;2026-04-03\|5.19\|-9.27\|5.59\|5.60\|5.19\|1080522;2026-04-07\|5.42\|4.43\|5.15\|5.49\|5.15\|988635;2026-04-08\|5.37\|-0.92\|5.39\|5.48\|5.33\|999469;2026-04-09\|5.33\|-0.74\|5.36\|5.37\|5.23\|679446;2026-04-10\|5.26\|-1.31\|5.32\|5.35\|5.25\|518444;2026-04-13\|5.79\|10.08\|5.30\|5.79\|5.28\|1140615;2026-04-14\|5.79\|0.00\|5.99\|6.14\|5.75\|1611902;2026-04-15\|5.65\|-2.42\|5.77\|5.80\|5.58\|898790;2026-04-16\|5.70\|0.89\|5.69\|5.79\|5.54\|692334;2026-04-17\|5.62\|-1.40\|5.70\|5.83\|5.57\|635796;2026-04-20\|5.95\|5.87\|5.60\|6.00\|5.57\|1226403;2026-04-21\|6.24\|4.87\|5.98\|6.51\|5.73\|1601786;2026-04-22\|6.13\|-1.76\|6.10\|6.32\|6.07\|1113453;2026-04-23\|6.35\|3.59\|6.14\|6.49\|5.90\|1435078;2026-04-24\|6.02\|-5.20\|6.20\|6.31\|6.00\|932959;2026-04-27\|5.99\|-0.50\|5.94\|6.11\|5.85\|582038;2026-04-28\|5.99\|0.00\|5.92\|6.08\|5.84\|648777;2026-04-29\|5.92\|-1.17\|5.93\|5.99\|5.81\|547593;2026-04-30\|6.06\|2.36\|6.04\|6.32\|6.04\|865997;2026-05-06\|6.28\|3.63\|6.12\|6.31\|6.12\|948892;2026-05-07\|6.36\|1.27\|6.25\|6.45\|6.23\|872890;2026-05-08\|6.35\|-0.16\|6.32\|6.59\|6.26\|891026;2026-05-11\|6.50\|2.36\|6.38\|6.55\|6.31\|932745;2026-05-12\|6.67\|2.62\|6.44\|6.73\|6.26\|1205203;2026-05-13\|7.34\|10.04\|6.70\|7.34\|6.64\|649476;2026-05-14\|6.61\|-9.95\|7.54\|7.67\|6.61\|1921611;2026-05-15\|6.29\|-4.84\|6.39\|6.58\|6.10\|1116332;2026-05-18\|6.43\|2.23\|6.18\|6.57\|6.15\|778137;2026-05-19\|6.69\|4.04\|6.31\|6.70\|6.22\|860586;2026-05-20\|6.16\|-7.92\|6.56\|6.57\|6.13\|799363;2026-05-21\|6.07\|-1.46\|6.09\|6.29\|6.06\|488625;2026-05-22\|6.14\|1.15\|6.10\|6.14\|5.97\|409664;2026-05-25\|6.24\|1.63\|6.09\|6.24\|6.08\|428228;2026-05-26\|5.93\|-2.31\|6.07\|6.09\|5.82\|392889;2026-05-27\|6.00\|1.18\|5.86\|6.09\|5.76\|459968;2026-05-28\|6.60\|10.00\|5.96\|6.60\|5.96\|1088253;2026-05-29\|6.59\|-0.15\|6.63\|6.90\|6.56\|1573576;2026-06-01\|6.67\|1.21\|6.72\|6.81\|6.27\|1080654;2026-06-02\|6.74\|1.05\|6.64\|6.80\|6.40\|929739;2026-06-03\|7.11\|5.49\|6.66\|7.33\|6.54\|1380699;2026-06-04\|6.73\|-5.34\|6.89\|7.05\|6.66\|951085;2026-06-05\|6.36\|-5.50\|6.70\|6.95\|6.29\|819190;2026-06-08\|6.01\|-5.50\|6.12\|6.35\|5.96\|631736;2026-06-09\|5.91\|-1.66\|6.02\|6.09\|5.62\|576434;2026-06-10\|5.53\|-6.43\|5.80\|5.82\|5.46\|551412;2026-06-11\|5.56\|0.54\|5.39\|5.62\|5.39\|333717;2026-06-12\|5.51\|-0.90\|5.58\|5.67\|5.42\|391205;2026-06-15\|5.62\|2.00\|5.51\|5.65\|5.48\|317059;2026-06-16\|5.74\|2.14\|5.65\|5.87\|5.52\|448152;2026-06-17\|5.58\|-2.79\|5.71\|5.76\|5.54\|376450;2026-06-18\|5.18\|-7.17\|5.52\|5.54\|5.16\|559727;2026-06-22\|5.22\|0.77\|5.20\|5.23\|5.05\|348162;2026-06-23\|5.20\|-0.38\|5.22\|5.27\|5.14\|269095;2026-06-24\|5.08\|-2.31\|5.15\|5.18\|4.99\|323980;2026-06-25\|4.98\|-1.97\|5.03\|5.03\|4.93\|292873;2026-06-26\|4.83\|-3.01\|4.99\|5.10\|4.82\|361173;2026-06-29\|4.83\|0.00\|4.78\|4.88\|4.71\|256174;2026-06-30\|4.76\|-1.45\|4.79\|4.84\|4.70\|239491;2026-07-01\|4.90\|2.94\|4.72\|4.92\|4.72\|282777;2026-07-02\|4.82\|-1.63\|4.92\|5.01\|4.80\|298932;2026-07-03\|4.88\|1.24\|4.88\|4.90\|4.78\|221526;2026-07-06\|4.74\|-2.87\|4.85\|4.88\|4.72\|222501;2026-07-07\|4.59\|-3.16\|4.73\|4.74\|4.56\|206559;2026-07-08\|4.52\|-1.53\|4.56\|4.61\|4.51\|151306;2026-07-09\|4.57\|1.11\|4.50\|4.59\|4.46\|171661;2026-07-10\|4.65\|1.75\|4.55\|4.72\|4.53\|225381;2026-07-13\|4.52\|-2.80\|4.64\|4.69\|4.52\|193952;2026-07-14\|4.64\|2.65\|4.55\|4.64\|4.50\|203521;2026-07-15\|4.70\|1.29\|4.67\|4.74\|4.63\|201393;2026-07-16\|4.63\|-1.49\|4.66\|4.74\|4.61\|202987;2026-07-17\|5.09\|9.94\|4.61\|5.09\|4.61\|938480
110656	研究称数据中心将面临55GW的电力缺口	干式变压器技+数据中心+股权拍卖+海外布局行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、AI数据中心大规模建设，数据中心用电需求正迎来爆发式增长。公司原因： 1、据2026年5月8日公告，公司控股股东蕙富博衍所持公司17.37%股份拟被司法拍卖，可能导致公司控股股东及实际控制人发生变更。 2、据2026年4月28日投资者关系活动记录表，公司依托干式变压器技术积累，为AI算力中心、超大型数据中心提供高可靠供电解决方案；据2025年年报，公司是国内干式变压器领域开拓者，产品涵盖数据中心用变压器等特殊用途。 3、据2025年年报，公司2025年海外业务营收同比增长超30%，已获得UL、CE认证，打通北美、欧盟市场准入壁垒，并与维斯塔斯、通用电气等头部企业深化合作。	全资子公司顺特电气设备有限公司产品广泛用于智能电网建设，干式变压器、开关柜等产品应用于数据中心基础设施建设等领域	2026-03-10\|17.66\|7.88\|18.01\|18.01\|16.71\|2647815;2026-03-11\|17.87\|1.19\|18.19\|19.27\|17.14\|2442683;2026-03-12\|18.84\|5.43\|17.31\|19.66\|17.31\|2741280;2026-03-13\|16.96\|-9.98\|18.05\|18.56\|16.96\|1590977;2026-03-16\|18.66\|10.02\|16.79\|18.66\|16.03\|2026602;2026-03-17\|20.53\|10.02\|18.46\|20.53\|17.66\|2716425;2026-03-18\|19.75\|-3.80\|20.95\|21.84\|19.66\|2466108;2026-03-19\|18.58\|-5.92\|19.78\|20.18\|18.35\|2008907;2026-03-20\|16.75\|-9.85\|18.40\|19.45\|16.72\|1971548;2026-03-23\|16.33\|-2.51\|15.92\|17.20\|15.92\|1437182;2026-03-24\|17.06\|4.47\|16.40\|17.13\|16.01\|1555030;2026-03-25\|17.25\|1.11\|16.71\|17.99\|16.71\|1577469;2026-03-26\|15.53\|-9.97\|17.00\|17.06\|15.53\|1389026;2026-03-27\|15.28\|-1.61\|14.83\|15.54\|14.83\|1058991;2026-03-30\|14.91\|-2.42\|15.00\|15.17\|14.36\|942646;2026-03-31\|14.23\|-4.56\|14.81\|14.90\|14.18\|715158;2026-04-01\|14.70\|3.30\|14.55\|14.99\|14.36\|760625;2026-04-02\|14.12\|-3.95\|14.66\|14.94\|14.01\|647465;2026-04-03\|13.74\|-2.69\|14.47\|14.55\|13.60\|468621;2026-04-07\|13.84\|0.73\|13.79\|13.99\|13.67\|382163;2026-04-08\|14.56\|5.20\|14.12\|14.56\|14.12\|574446;2026-04-09\|14.54\|-0.14\|14.32\|14.67\|14.13\|578619;2026-04-10\|14.62\|0.55\|14.76\|15.08\|14.39\|764409;2026-04-13\|14.74\|0.82\|14.50\|14.85\|14.35\|616460;2026-04-14\|14.92\|1.22\|14.90\|15.36\|14.71\|973434;2026-04-15\|16.12\|8.04\|15.18\|16.20\|14.70\|1819694;2026-04-16\|15.69\|-2.67\|15.29\|16.00\|14.80\|1436267;2026-04-17\|15.04\|-4.14\|15.45\|15.66\|14.96\|983457;2026-04-20\|15.98\|6.25\|14.85\|16.18\|14.74\|1337790;2026-04-21\|16.40\|2.63\|15.98\|16.60\|15.27\|1425106;2026-04-22\|16.05\|-2.13\|16.39\|16.78\|15.91\|1095921;2026-04-23\|14.45\|-9.97\|14.75\|15.17\|14.45\|950438;2026-04-24\|13.29\|-8.03\|13.55\|13.81\|13.01\|1134745;2026-04-27\|13.00\|-2.18\|13.01\|13.08\|12.68\|568329;2026-04-28\|13.06\|0.46\|13.22\|13.32\|12.92\|549483;2026-04-29\|13.15\|0.69\|12.93\|13.20\|12.76\|437374;2026-04-30\|12.63\|-3.95\|13.00\|13.13\|12.51\|569688;2026-05-06\|13.34\|5.62\|12.80\|13.40\|12.73\|675453;2026-05-07\|13.93\|4.42\|13.66\|14.00\|13.35\|678641;2026-05-08\|13.44\|-3.52\|13.92\|13.92\|13.28\|621290;2026-05-11\|13.27\|-1.26\|13.68\|13.82\|13.15\|574830;2026-05-12\|13.43\|1.21\|13.20\|13.77\|13.03\|672037;2026-05-13\|14.77\|9.98\|13.30\|14.77\|13.25\|873393;2026-05-14\|14.35\|-2.84\|15.03\|15.35\|14.35\|1446161;2026-05-15\|13.63\|-5.02\|14.36\|14.49\|13.50\|794929;2026-05-18\|13.34\|-2.13\|13.57\|13.87\|13.18\|511714;2026-05-19\|13.70\|2.70\|13.42\|14.35\|13.14\|635264;2026-05-20\|12.90\|-5.84\|13.71\|13.85\|12.84\|600149;2026-05-21\|12.11\|-6.12\|12.81\|12.98\|12.08\|569319;2026-05-22\|12.32\|1.73\|12.29\|12.37\|12.02\|294898;2026-05-25\|12.31\|-0.08\|12.45\|12.72\|12.21\|300084;2026-05-26\|11.84\|-3.82\|12.19\|12.19\|11.60\|373553;2026-05-27\|11.65\|-1.60\|11.74\|12.05\|11.55\|334947;2026-05-28\|12.03\|3.26\|11.75\|12.09\|11.60\|354841;2026-05-29\|11.54\|-4.07\|12.20\|12.20\|11.45\|368281;2026-06-01\|12.69\|9.97\|11.99\|12.69\|11.80\|528233;2026-06-02\|12.18\|-4.02\|12.69\|12.69\|11.80\|656410;2026-06-03\|11.82\|-2.96\|12.17\|12.17\|11.70\|455949;2026-06-04\|11.56\|-2.20\|11.66\|11.82\|11.36\|339728;2026-06-05\|11.31\|-2.16\|11.58\|11.67\|11.24\|274150;2026-06-08\|10.85\|-4.07\|10.95\|11.26\|10.70\|268769;2026-06-09\|11.08\|2.12\|11.00\|11.15\|10.80\|241055;2026-06-10\|10.70\|-3.43\|10.96\|10.96\|10.53\|258883;2026-06-11\|10.53\|-1.59\|10.56\|10.68\|10.39\|262031;2026-06-12\|10.69\|1.52\|10.70\|10.86\|10.53\|221025;2026-06-15\|11.09\|3.74\|10.78\|11.14\|10.78\|246380;2026-06-16\|11.24\|1.35\|11.05\|11.40\|10.81\|300930;2026-06-17\|10.75\|-4.36\|11.15\|11.24\|10.68\|339502;2026-06-18\|10.39\|-3.35\|10.63\|10.63\|10.30\|291914;2026-06-22\|10.68\|2.79\|10.40\|10.78\|10.26\|346688;2026-06-23\|10.38\|-2.81\|10.62\|10.75\|10.33\|231828;2026-06-24\|10.26\|-1.16\|10.30\|10.36\|10.02\|210189;2026-06-25\|9.98\|-2.73\|10.17\|10.29\|9.92\|233198;2026-06-26\|9.56\|-4.21\|10.01\|10.30\|9.53\|263404;2026-06-29\|9.45\|-1.15\|9.51\|9.80\|9.29\|247417;2026-06-30\|9.51\|0.63\|9.40\|9.55\|9.28\|196533;2026-07-01\|9.53\|0.21\|9.56\|9.66\|9.32\|258180;2026-07-02\|9.30\|-2.41\|9.46\|9.72\|9.27\|241737;2026-07-03\|9.46\|1.72\|9.38\|9.62\|9.31\|207539;2026-07-06\|9.22\|-2.54\|9.59\|9.82\|9.20\|231196;2026-07-07\|8.87\|-3.80\|9.10\|9.28\|8.84\|203226;2026-07-08\|8.61\|-2.93\|8.87\|8.92\|8.61\|171580;2026-07-09\|8.77\|1.86\|8.67\|8.80\|8.32\|215526;2026-07-10\|8.90\|1.48\|8.74\|9.14\|8.70\|226057;2026-07-13\|8.37\|-5.96\|8.82\|8.95\|8.36\|177187;2026-07-14\|8.46\|1.08\|8.38\|8.47\|8.11\|172650;2026-07-15\|8.38\|-0.95\|8.40\|8.69\|8.34\|150311;2026-07-16\|8.26\|-1.43\|8.39\|8.52\|8.22\|166088;2026-07-17\|7.97\|-3.51\|8.25\|8.39\|7.89\|244770
110655	研究称数据中心将面临55GW的电力缺口	算电协同+储能+绿电直供行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月24日年报，韶关市政府已原则同意公司作为韶关集群源网荷储一体化试点实施主体，省发改委亦出具支持复函，公司正推进省、市能源主管部门及电网公司各项支持文件。 2、据2026年3月17日董事会决议并于3月18日公告，公司在韶关乐昌市设立注册资本10亿元全资孙公司，专注为韶关数据中心集群开发清洁电源，已完成选址图等前期工作。 3、据2026年2月25日公告，全资子公司新丰旭能与元碳公司签订2200万元独立储能电站合作协议，若顺利实施将对未来业绩产生积极影响。	子公司韶能算电拟出资10亿元设立乐昌全资孙公司开展源网荷储电源业务	2026-03-10\|6.51\|-3.56\|6.60\|6.75\|6.42\|2359482;2026-03-11\|6.99\|7.37\|6.55\|7.06\|6.36\|2522785;2026-03-12\|7.01\|0.29\|6.70\|7.38\|6.66\|2303823;2026-03-13\|6.46\|-7.85\|6.88\|6.90\|6.42\|1635974;2026-03-16\|6.30\|-2.48\|6.51\|6.57\|6.19\|1264790;2026-03-17\|6.12\|-2.86\|6.19\|6.41\|6.11\|973123;2026-03-18\|6.73\|9.97\|6.73\|6.73\|6.73\|312919;2026-03-19\|7.40\|9.96\|7.40\|7.40\|7.40\|322833;2026-03-20\|8.14\|10.00\|8.13\|8.14\|8.00\|1254237;2026-03-23\|7.33\|-9.95\|8.12\|8.50\|7.33\|3098802;2026-03-24\|8.06\|9.96\|7.50\|8.06\|7.33\|2858645;2026-03-25\|8.87\|10.05\|8.60\|8.87\|8.51\|2335394;2026-03-26\|8.07\|-9.02\|8.89\|9.00\|8.07\|3487608;2026-03-27\|7.80\|-3.35\|8.32\|8.45\|7.68\|2544071;2026-03-30\|7.34\|-5.90\|7.70\|7.79\|7.02\|2412681;2026-03-31\|6.85\|-6.68\|7.33\|7.36\|6.80\|1856013;2026-04-01\|6.86\|0.15\|6.93\|7.05\|6.73\|1376957;2026-04-02\|6.60\|-3.79\|6.85\|6.96\|6.49\|1317132;2026-04-03\|6.31\|-4.39\|6.62\|6.66\|6.28\|1042626;2026-04-07\|6.46\|2.38\|6.36\|6.53\|6.27\|802176;2026-04-08\|6.60\|2.17\|6.55\|6.60\|6.47\|939361;2026-04-09\|6.40\|-3.03\|6.49\|6.49\|6.34\|670670;2026-04-10\|6.38\|-0.31\|6.50\|6.53\|6.35\|566796;2026-04-13\|6.63\|3.92\|6.33\|6.66\|6.33\|1135178;2026-04-14\|6.61\|-0.30\|6.60\|6.75\|6.52\|864793;2026-04-15\|6.57\|-0.61\|6.62\|6.65\|6.43\|751302;2026-04-16\|6.64\|1.07\|6.57\|6.65\|6.43\|681749;2026-04-17\|6.63\|-0.15\|6.63\|6.82\|6.54\|613789;2026-04-20\|6.84\|3.17\|6.61\|6.88\|6.59\|1075948;2026-04-21\|7.11\|3.95\|6.86\|7.43\|6.60\|1979527;2026-04-22\|7.14\|0.42\|7.11\|7.32\|7.00\|1512783;2026-04-23\|7.51\|5.18\|7.16\|7.63\|6.84\|2064037;2026-04-24\|6.86\|-8.66\|7.24\|7.28\|6.80\|1640861;2026-04-27\|6.92\|0.87\|6.80\|7.05\|6.63\|1027583;2026-04-28\|6.78\|-2.02\|6.84\|6.98\|6.70\|962529;2026-04-29\|6.72\|-0.89\|6.74\|6.88\|6.60\|780076;2026-04-30\|6.57\|-2.23\|6.79\|6.80\|6.53\|767836;2026-05-06\|6.96\|5.94\|6.66\|6.97\|6.66\|966377;2026-05-07\|7.19\|3.30\|7.00\|7.38\|7.00\|1008343;2026-05-08\|7.26\|0.97\|7.16\|7.48\|7.15\|1162975;2026-05-11\|7.35\|1.24\|7.33\|7.43\|7.25\|964810;2026-05-12\|8.09\|10.07\|7.36\|8.09\|7.35\|723741;2026-05-13\|8.90\|10.01\|8.79\|8.90\|8.61\|747050;2026-05-14\|8.23\|-7.53\|9.79\|9.79\|8.15\|3628496;2026-05-15\|7.88\|-4.25\|8.17\|8.61\|7.49\|2734675;2026-05-18\|7.83\|-0.63\|7.60\|8.03\|7.60\|1635672;2026-05-19\|7.97\|1.79\|7.68\|8.07\|7.51\|1576637;2026-05-20\|7.24\|-9.16\|7.96\|7.97\|7.20\|1511866;2026-05-21\|7.26\|0.28\|7.28\|7.83\|7.20\|1190168;2026-05-22\|7.33\|0.96\|7.20\|7.45\|7.02\|915571;2026-05-25\|7.56\|3.14\|7.45\|7.62\|7.34\|967338;2026-05-26\|7.31\|-3.31\|7.43\|7.52\|7.21\|878864;2026-05-27\|8.04\|9.99\|7.28\|8.04\|7.23\|1960350;2026-05-28\|8.02\|-0.25\|8.11\|8.34\|7.75\|2424943;2026-05-29\|8.46\|5.49\|8.02\|8.63\|7.86\|2131473;2026-06-01\|8.17\|-3.43\|8.47\|8.49\|7.61\|1724840;2026-06-02\|8.99\|10.04\|8.02\|8.99\|7.74\|1647231;2026-06-03\|9.30\|3.45\|8.77\|9.89\|8.65\|3192424;2026-06-04\|8.60\|-7.53\|8.85\|9.16\|8.55\|2210719;2026-06-05\|7.97\|-7.33\|8.61\|8.98\|7.88\|1758943;2026-06-08\|7.56\|-5.14\|7.65\|8.07\|7.48\|1089436;2026-06-09\|7.64\|1.06\|7.60\|7.71\|7.23\|995579;2026-06-10\|7.08\|-7.33\|7.49\|7.49\|7.01\|958074;2026-06-11\|6.90\|-2.54\|7.02\|7.11\|6.84\|683146;2026-06-12\|6.74\|-2.32\|6.99\|7.04\|6.68\|709977;2026-06-15\|7.05\|4.60\|6.81\|7.06\|6.73\|627850;2026-06-16\|7.04\|-0.14\|7.01\|7.21\|6.97\|632280;2026-06-17\|7.08\|0.57\|7.07\|7.24\|6.83\|785654;2026-06-18\|6.61\|-6.64\|7.00\|7.07\|6.56\|921454;2026-06-22\|6.74\|1.97\|6.61\|6.75\|6.49\|610499;2026-06-23\|6.42\|-4.75\|6.70\|6.73\|6.36\|639280;2026-06-24\|6.26\|-2.49\|6.40\|6.48\|6.17\|553218;2026-06-25\|6.13\|-2.08\|6.25\|6.29\|6.07\|528206;2026-06-26\|5.91\|-3.59\|6.14\|6.27\|5.91\|656598;2026-06-29\|5.94\|0.51\|5.87\|6.02\|5.75\|510977;2026-06-30\|5.85\|-1.52\|5.90\|5.92\|5.76\|367999;2026-07-01\|6.44\|10.09\|6.44\|6.44\|6.44\|109161;2026-07-02\|7.08\|9.94\|6.92\|7.08\|6.78\|723811;2026-07-03\|6.60\|-6.78\|6.89\|6.89\|6.48\|1492012;2026-07-06\|7.19\|8.94\|6.66\|7.26\|6.54\|1754629;2026-07-07\|6.59\|-8.34\|6.90\|7.00\|6.52\|1144053;2026-07-08\|6.13\|-6.98\|6.45\|6.52\|6.11\|899804;2026-07-09\|6.21\|1.31\|6.15\|6.26\|6.02\|638269;2026-07-10\|6.43\|3.54\|6.25\|6.65\|6.16\|860545;2026-07-13\|6.31\|-1.87\|6.43\|6.58\|6.23\|652488;2026-07-14\|6.24\|-1.11\|6.29\|6.31\|6.08\|504989;2026-07-15\|6.32\|1.28\|6.25\|6.41\|6.14\|507374;2026-07-16\|6.14\|-2.85\|6.32\|6.38\|6.09\|529169;2026-07-17\|6.48\|5.54\|6.07\|6.66\|6.04\|1233777
110654	研究称数据中心将面临55GW的电力缺口	参股公司H股上市+电力+光伏+无锡国资行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年5月12日公告，参股子公司国联绿科已向港交所递交H股上市申请，公司持股45%，有望带来投资收益重估。 2、据2026年4月29日年报，公司500MW电解槽产线已交付中能建松原项目，并跟踪新疆哈密、松原二期等绿氢项目，制氢设备制造能力覆盖500-2000Nm³/h全系列。 3、公司业务具体包括: 1、能源领域的锅炉设备的设计制造、电力工程总包、热电运营、光伏电站运营的全产业链业务。 2、环保领域（主要为固废处置）的专业设计、环保设备制造、制氢设备制造、工程建设、处置运营的全产业链系统解决方案和综合服务。 4、据2025年年度报告，公司实控人为无锡国资委，最终控制人为无锡市人民政府国有资产监督管理委员会，具备地方国企背景。	公司业务包括光伏电站工程总承包和光伏电站运营	2026-03-10\|22.98\|5.27\|22.36\|23.80\|22.23\|421740;2026-03-11\|21.87\|-4.83\|22.88\|22.95\|21.67\|376575;2026-03-12\|22.37\|2.29\|21.66\|22.50\|21.36\|282923;2026-03-13\|21.65\|-3.22\|22.00\|22.17\|21.40\|192214;2026-03-16\|21.02\|-2.91\|21.29\|21.60\|20.61\|162725;2026-03-17\|20.33\|-3.28\|21.55\|21.65\|20.28\|153551;2026-03-18\|19.68\|-3.20\|20.13\|20.45\|18.82\|257131;2026-03-19\|18.85\|-4.22\|19.17\|19.42\|18.85\|130360;2026-03-20\|17.74\|-5.89\|18.85\|19.06\|17.71\|193141;2026-03-23\|17.05\|-3.89\|17.04\|18.03\|16.83\|209530;2026-03-24\|18.76\|10.03\|17.76\|18.76\|17.76\|310456;2026-03-25\|18.68\|-0.43\|19.30\|19.30\|18.50\|316765;2026-03-26\|17.96\|-3.85\|18.61\|18.66\|17.91\|168081;2026-03-27\|18.10\|0.78\|17.87\|18.31\|17.60\|110644;2026-03-30\|17.98\|-0.66\|17.80\|18.03\|17.40\|121233;2026-03-31\|17.42\|-3.11\|17.99\|18.14\|17.42\|102319;2026-04-01\|17.60\|1.03\|17.76\|17.89\|17.50\|78881;2026-04-02\|17.24\|-2.05\|17.56\|17.82\|17.08\|95784;2026-04-03\|16.53\|-4.12\|17.24\|17.36\|16.47\|129096;2026-04-07\|16.61\|0.48\|16.53\|16.86\|16.50\|75032;2026-04-08\|17.46\|5.12\|17.27\|17.49\|16.99\|124015;2026-04-09\|17.08\|-2.18\|17.30\|17.30\|16.97\|82597;2026-04-10\|17.58\|2.93\|17.24\|18.05\|17.08\|147628;2026-04-13\|17.57\|-0.06\|17.51\|17.69\|17.36\|85056;2026-04-14\|17.32\|-1.42\|17.75\|17.87\|17.14\|119971;2026-04-15\|17.00\|-1.85\|17.37\|17.48\|16.96\|128021;2026-04-16\|17.35\|2.06\|16.99\|17.46\|16.82\|113108;2026-04-17\|17.81\|2.65\|17.33\|17.92\|17.16\|142070;2026-04-20\|17.89\|0.45\|17.80\|18.18\|17.48\|136256;2026-04-21\|17.71\|-1.01\|17.89\|17.91\|17.40\|102697;2026-04-22\|17.82\|0.62\|17.60\|17.95\|17.56\|93927;2026-04-23\|17.71\|-0.62\|17.85\|18.23\|17.56\|102103;2026-04-24\|17.52\|-1.07\|17.88\|18.11\|17.50\|123157;2026-04-27\|17.31\|-1.20\|17.30\|17.48\|17.25\|86808;2026-04-28\|17.11\|-1.16\|17.23\|17.34\|16.87\|106100;2026-04-29\|16.87\|-1.40\|16.88\|17.19\|16.85\|105439;2026-04-30\|16.89\|0.12\|17.00\|17.37\|16.83\|117054;2026-05-06\|17.27\|2.25\|16.92\|17.64\|16.92\|141426;2026-05-07\|17.48\|1.22\|17.42\|17.70\|17.34\|136059;2026-05-08\|17.69\|1.20\|17.50\|17.80\|17.38\|116145;2026-05-11\|17.46\|-1.30\|17.79\|17.95\|17.38\|131364;2026-05-12\|17.28\|-1.03\|17.50\|17.86\|17.20\|122002;2026-05-13\|19.01\|10.01\|17.53\|19.01\|17.42\|296920;2026-05-14\|19.88\|4.58\|19.10\|20.22\|18.70\|616220;2026-05-15\|18.97\|-4.58\|19.30\|19.77\|18.88\|305974;2026-05-18\|18.60\|-1.95\|18.82\|18.87\|18.27\|232012;2026-05-19\|19.94\|7.20\|18.73\|19.97\|18.60\|356867;2026-05-20\|19.18\|-3.81\|19.46\|19.60\|18.70\|256959;2026-05-21\|19.23\|0.26\|19.00\|19.43\|18.80\|227898;2026-05-22\|19.12\|-0.57\|19.31\|19.50\|18.72\|193026;2026-05-25\|18.54\|-3.03\|18.90\|19.00\|18.18\|202787;2026-05-26\|16.80\|-9.39\|18.27\|18.34\|16.69\|271804;2026-05-27\|15.81\|-5.89\|16.20\|16.66\|15.58\|221503;2026-05-28\|15.75\|-0.38\|15.66\|16.25\|15.23\|149040;2026-05-29\|15.71\|-0.25\|15.67\|16.18\|15.37\|160762;2026-06-01\|16.16\|2.86\|15.72\|16.33\|15.48\|139498;2026-06-02\|15.24\|-5.69\|16.00\|16.03\|15.16\|138466;2026-06-03\|15.27\|0.20\|15.15\|15.54\|15.01\|105377;2026-06-04\|15.64\|2.42\|15.15\|15.79\|14.88\|158319;2026-06-05\|15.18\|-2.94\|15.70\|15.80\|15.13\|114870;2026-06-08\|15.24\|0.40\|15.01\|16.15\|14.91\|134728;2026-06-09\|14.55\|-4.53\|15.10\|15.41\|14.28\|156046;2026-06-10\|14.07\|-3.30\|14.32\|14.39\|13.84\|111724;2026-06-11\|14.17\|0.71\|14.08\|14.38\|13.87\|79595;2026-06-12\|14.63\|3.25\|14.30\|15.15\|14.07\|158272;2026-06-15\|15.22\|4.03\|14.62\|15.35\|14.61\|110520;2026-06-16\|16.17\|6.24\|15.28\|16.45\|15.02\|177125;2026-06-17\|15.48\|-2.76\|15.96\|15.96\|15.41\|87638;2026-06-18\|14.78\|-4.52\|15.42\|15.79\|14.70\|135748;2026-06-22\|14.70\|-0.54\|14.75\|14.87\|14.20\|123941;2026-06-23\|15.14\|2.99\|14.60\|15.40\|14.60\|141626;2026-06-24\|14.85\|-1.92\|14.84\|15.07\|14.34\|111123;2026-06-25\|14.70\|-1.01\|14.85\|15.00\|14.41\|104249;2026-06-26\|14.84\|0.95\|14.70\|15.18\|14.67\|140952;2026-06-29\|15.00\|1.08\|14.76\|15.92\|14.71\|153313;2026-06-30\|15.25\|1.67\|14.60\|15.45\|14.35\|143968;2026-07-01\|15.38\|0.85\|15.25\|15.50\|14.88\|124740;2026-07-02\|14.80\|-3.77\|15.27\|15.67\|14.72\|141066;2026-07-03\|14.55\|-1.69\|14.80\|15.00\|14.45\|94151;2026-07-06\|14.38\|-1.17\|14.55\|14.68\|14.27\|87373;2026-07-07\|13.93\|-3.13\|14.49\|14.50\|13.88\|78107;2026-07-08\|13.26\|-4.81\|13.93\|13.93\|13.06\|104465;2026-07-09\|13.28\|0.15\|13.26\|13.34\|12.78\|102003;2026-07-10\|13.34\|0.45\|13.28\|13.64\|13.08\|77404;2026-07-13\|13.15\|-1.42\|13.34\|13.67\|12.91\|114597;2026-07-14\|13.66\|3.88\|13.13\|14.04\|12.90\|147093;2026-07-15\|13.29\|-2.71\|13.61\|13.91\|13.24\|84995;2026-07-16\|12.97\|-2.41\|13.30\|13.32\|12.92\|63048;2026-07-17\|12.40\|-4.39\|12.98\|13.09\|12.40\|101784
110653	研究称数据中心将面临55GW的电力缺口	电力+煤炭+辽宁国企行业原因： 6月1日焦煤、焦炭期货大涨。国金证券5月28日研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据公司2025年年报，公司下辖2个热电联产的电厂，即辽宁沈煤红阳热电有限公司和灯塔市红阳热电有限公司，电力总装机容量为708MW，其中包括2×330MW燃煤发电机组，4×12MW煤矸石发电机组。电力产品主要销售给国家电网公司。 2、据公司2025年年报，公司下辖7个煤矿，即林盛煤矿、红阳二矿、红阳三矿、西马煤矿、蒙西煤矿、蒲河煤矿、呼盛煤矿，煤炭产品核定生产能力达到1160万吨/年。各矿煤种以冶金煤为主，主要销售给大型钢铁企业。同时还有部分动力煤，销售给电厂。 3、据公司2025年年报，公司拥有与煤矿配套的铁路运输系统，共有准轨铁路136公里，内燃机车13台，年运输设计能力1000万吨以上 4、据2026年5月20日异常波动公告，公司经营情况没有重大变化，不存在应披露而未披露的重大事项；公司最终控制人为辽宁省人民政府国有资产监督管理委员会。	辽宁煤炭龙头，下辖两个热电联营的电厂	2026-03-10\|4.08\|-1.69\|4.12\|4.17\|4.06\|363855;2026-03-11\|4.12\|0.98\|4.06\|4.14\|4.00\|332748;2026-03-12\|4.24\|2.91\|4.13\|4.27\|4.12\|545909;2026-03-13\|4.21\|-0.71\|4.23\|4.31\|4.19\|526224;2026-03-16\|4.13\|-1.90\|4.22\|4.30\|4.09\|344708;2026-03-17\|4.09\|-0.97\|4.12\|4.18\|4.07\|293294;2026-03-18\|4.23\|3.42\|4.09\|4.50\|4.09\|1178655;2026-03-19\|4.20\|-0.71\|4.29\|4.40\|4.19\|1059349;2026-03-20\|4.30\|2.38\|4.13\|4.58\|4.10\|1457885;2026-03-23\|4.73\|10.00\|4.50\|4.73\|4.48\|949993;2026-03-24\|5.20\|9.94\|5.16\|5.20\|5.01\|1264615;2026-03-25\|5.72\|10.00\|5.72\|5.72\|5.50\|1631900;2026-03-26\|6.14\|7.34\|5.72\|6.29\|5.22\|4366364;2026-03-27\|5.53\|-9.93\|5.53\|5.78\|5.53\|2314120;2026-03-30\|4.98\|-9.95\|5.09\|5.25\|4.98\|1026581;2026-03-31\|4.56\|-8.43\|4.58\|4.87\|4.50\|2603925;2026-04-01\|4.36\|-4.39\|4.46\|4.52\|4.28\|1929364;2026-04-02\|4.38\|0.46\|4.30\|4.43\|4.21\|1665870;2026-04-03\|4.04\|-7.76\|4.30\|4.30\|4.03\|1356705;2026-04-07\|4.15\|2.72\|4.00\|4.17\|3.98\|1004331;2026-04-08\|4.11\|-0.96\|4.08\|4.12\|4.02\|1039220;2026-04-09\|4.00\|-2.68\|4.10\|4.13\|3.97\|855940;2026-04-10\|3.92\|-2.00\|4.00\|4.02\|3.92\|841549;2026-04-13\|4.07\|3.83\|3.95\|4.08\|3.92\|1116276;2026-04-14\|4.01\|-1.47\|4.02\|4.11\|3.96\|738285;2026-04-15\|3.88\|-3.24\|3.98\|3.99\|3.87\|722250;2026-04-16\|3.89\|0.26\|3.87\|3.90\|3.82\|539597;2026-04-17\|3.82\|-1.80\|3.88\|3.92\|3.79\|572903;2026-04-20\|3.88\|1.57\|3.82\|3.90\|3.80\|503083;2026-04-21\|3.97\|2.32\|3.89\|3.98\|3.80\|958604;2026-04-22\|3.98\|0.25\|3.93\|4.02\|3.92\|725445;2026-04-23\|4.14\|4.02\|3.94\|4.17\|3.90\|1349570;2026-04-24\|3.98\|-3.86\|4.05\|4.17\|3.97\|966240;2026-04-27\|4.09\|2.76\|3.94\|4.12\|3.90\|814679;2026-04-28\|4.10\|0.24\|4.05\|4.13\|4.02\|662658;2026-04-29\|4.07\|-0.73\|4.03\|4.13\|3.96\|808206;2026-04-30\|3.98\|-2.21\|4.10\|4.10\|3.96\|633949;2026-05-06\|4.01\|0.75\|3.99\|4.02\|3.92\|615418;2026-05-07\|4.09\|2.00\|4.00\|4.17\|3.96\|1013103;2026-05-08\|4.03\|-1.47\|4.11\|4.16\|4.01\|700906;2026-05-11\|4.04\|0.25\|4.04\|4.07\|3.99\|582735;2026-05-12\|4.08\|0.99\|4.04\|4.14\|4.00\|854865;2026-05-13\|4.49\|10.05\|4.09\|4.49\|4.07\|768215;2026-05-14\|4.65\|3.56\|4.75\|4.94\|4.38\|3189283;2026-05-15\|4.27\|-8.17\|4.41\|4.55\|4.20\|1490973;2026-05-18\|4.70\|10.07\|4.27\|4.70\|4.27\|942722;2026-05-19\|5.17\|10.00\|4.84\|5.17\|4.80\|1977861;2026-05-20\|4.82\|-6.77\|5.19\|5.62\|4.74\|2727488;2026-05-21\|4.96\|2.90\|4.76\|5.03\|4.57\|2239232;2026-05-22\|4.66\|-6.05\|4.69\|4.84\|4.62\|1521434;2026-05-25\|4.69\|0.64\|4.93\|4.95\|4.66\|1485383;2026-05-26\|4.22\|-10.02\|4.51\|4.54\|4.22\|1508227;2026-05-27\|4.64\|9.95\|4.19\|4.64\|4.09\|1434837;2026-05-28\|4.57\|-1.51\|4.70\|4.88\|4.53\|2095040;2026-05-29\|4.69\|2.63\|4.58\|4.84\|4.45\|1772524;2026-06-01\|5.16\|10.02\|4.69\|5.16\|4.44\|2070451;2026-06-02\|5.25\|1.74\|5.20\|5.68\|4.95\|2710985;2026-06-03\|5.39\|2.67\|5.05\|5.66\|5.00\|2366951;2026-06-04\|5.12\|-5.01\|5.25\|5.38\|5.09\|1718326;2026-06-05\|4.80\|-6.25\|5.04\|5.18\|4.75\|1515747;2026-06-08\|4.57\|-4.79\|4.61\|4.91\|4.53\|1116852;2026-06-09\|4.47\|-2.19\|4.55\|4.57\|4.26\|1056501;2026-06-10\|4.16\|-6.94\|4.45\|4.46\|4.10\|1037038;2026-06-11\|4.08\|-1.92\|4.12\|4.33\|4.05\|814142;2026-06-12\|4.07\|-0.25\|4.05\|4.20\|3.94\|932511;2026-06-15\|4.06\|-0.25\|3.99\|4.11\|3.98\|641106;2026-06-16\|4.01\|-1.23\|4.04\|4.07\|3.95\|573122;2026-06-17\|3.79\|-5.49\|4.01\|4.01\|3.78\|921843;2026-06-18\|3.55\|-6.33\|3.79\|3.80\|3.52\|820706;2026-06-22\|3.53\|-0.56\|3.53\|3.54\|3.41\|557870;2026-06-23\|3.55\|0.57\|3.53\|3.63\|3.49\|544992;2026-06-24\|3.33\|-6.20\|3.52\|3.54\|3.31\|623015;2026-06-25\|3.29\|-1.20\|3.33\|3.34\|3.25\|449726;2026-06-26\|3.16\|-3.95\|3.30\|3.33\|3.15\|490594;2026-06-29\|3.18\|0.63\|3.15\|3.23\|3.11\|418661;2026-06-30\|3.15\|-0.94\|3.21\|3.26\|3.13\|436887;2026-07-01\|3.22\|2.22\|3.13\|3.27\|3.09\|518966;2026-07-02\|3.16\|-1.86\|3.22\|3.32\|3.14\|531021;2026-07-03\|3.14\|-0.63\|3.15\|3.20\|3.12\|385351;2026-07-06\|3.16\|0.64\|3.14\|3.19\|3.08\|411080;2026-07-07\|2.99\|-5.38\|3.14\|3.14\|2.97\|500272;2026-07-08\|2.95\|-1.34\|3.02\|3.04\|2.95\|422365;2026-07-09\|2.93\|-0.68\|2.94\|3.00\|2.88\|434969;2026-07-10\|3.07\|4.78\|2.90\|3.14\|2.88\|669661;2026-07-13\|2.97\|-3.26\|3.07\|3.12\|2.96\|448526;2026-07-14\|3.09\|4.04\|2.98\|3.09\|2.97\|488904;2026-07-15\|3.13\|1.29\|3.00\|3.17\|2.98\|545142;2026-07-16\|3.05\|-2.56\|3.09\|3.13\|3.01\|384936;2026-07-17\|3.02\|-0.98\|3.05\|3.12\|2.99\|621244
110652	研究称数据中心将面临55GW的电力缺口	风光火储一体化+火电+北京国资行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据央视新闻，美国国家海洋和大气管理局6月11日宣布，热带太平洋已形成厄尔尼诺现象，并发布厄尔尼诺预警。公司原因： 1、据2026年5月13日公告，公司乌兰察布京大1500MW“风光火储一体化”大型风电光伏基地项目获得核准，项目总装机150万千瓦，总投资87.41亿元。 2、据2026年5月26日异动公告及2025年年报，公司主营火力发电及供热，截至2025年末总装机容量2466.7万千瓦，其中火电装机2139万千瓦，是北京地区最大火电企业。 3、据2025年年报，公司最终控制人为北京市人民政府国有资产监督管理委员会，正转型综合能源服务商，布局“电热氢储”多能互补体系。	北京地区最大的火力发电企业；主营业务以燃煤火力发电和供热为主，主要向京津唐电网、蒙西电网、山西电网、豫北电网供电	2026-03-10\|5.47\|-0.55\|5.51\|5.55\|5.41\|367035;2026-03-11\|5.58\|2.01\|5.49\|5.60\|5.36\|511197;2026-03-12\|5.89\|5.56\|5.59\|5.92\|5.59\|1275773;2026-03-13\|5.66\|-3.90\|5.95\|5.96\|5.65\|859775;2026-03-16\|5.38\|-4.95\|5.64\|5.71\|5.36\|699130;2026-03-17\|5.32\|-1.12\|5.35\|5.45\|5.31\|427713;2026-03-18\|5.40\|1.50\|5.32\|5.45\|5.31\|457075;2026-03-19\|5.33\|-1.30\|5.35\|5.44\|5.31\|360072;2026-03-20\|5.42\|1.69\|5.31\|5.51\|5.31\|596826;2026-03-23\|5.10\|-5.90\|5.32\|5.36\|5.07\|752865;2026-03-24\|5.32\|4.31\|5.16\|5.33\|5.10\|520555;2026-03-25\|5.73\|7.71\|5.35\|5.78\|5.35\|1060796;2026-03-26\|5.62\|-1.92\|5.70\|5.72\|5.53\|793640;2026-03-27\|5.57\|-0.89\|5.56\|5.68\|5.44\|560288;2026-03-30\|5.29\|-5.03\|5.50\|5.53\|5.20\|693967;2026-03-31\|5.08\|-3.97\|5.26\|5.27\|5.07\|620097;2026-04-01\|5.22\|2.76\|5.15\|5.31\|5.09\|575688;2026-04-02\|5.13\|-1.72\|5.20\|5.24\|5.09\|335460;2026-04-03\|5.00\|-2.53\|5.13\|5.15\|5.00\|338853;2026-04-07\|5.01\|0.20\|5.01\|5.06\|4.97\|239391;2026-04-08\|5.15\|2.79\|5.08\|5.15\|5.08\|328646;2026-04-09\|5.17\|0.39\|5.13\|5.20\|5.09\|284595;2026-04-10\|5.18\|0.19\|5.18\|5.25\|5.16\|202464;2026-04-13\|5.14\|-0.77\|5.15\|5.18\|5.07\|288172;2026-04-14\|5.19\|0.97\|5.16\|5.24\|5.14\|230587;2026-04-15\|5.22\|0.58\|5.19\|5.25\|5.16\|267582;2026-04-16\|5.32\|1.92\|5.21\|5.34\|5.20\|286236;2026-04-17\|5.30\|-0.38\|5.30\|5.35\|5.26\|168315;2026-04-20\|5.32\|0.38\|5.30\|5.34\|5.26\|267510;2026-04-21\|5.46\|2.63\|5.32\|5.52\|5.29\|415468;2026-04-22\|5.50\|0.73\|5.43\|5.53\|5.42\|332758;2026-04-23\|5.53\|0.55\|5.49\|5.57\|5.41\|409190;2026-04-24\|5.48\|-0.90\|5.50\|5.53\|5.42\|356419;2026-04-27\|5.01\|-8.58\|5.15\|5.15\|4.98\|1122681;2026-04-28\|4.86\|-2.99\|4.98\|5.03\|4.78\|859498;2026-04-29\|4.93\|1.44\|4.84\|4.96\|4.81\|512803;2026-04-30\|4.88\|-1.01\|4.92\|4.93\|4.83\|403439;2026-05-06\|5.00\|2.46\|4.87\|5.02\|4.86\|623040;2026-05-07\|5.10\|2.00\|5.00\|5.11\|5.00\|516200;2026-05-08\|5.13\|0.59\|5.10\|5.35\|5.07\|717383;2026-05-11\|5.18\|0.97\|5.14\|5.23\|5.11\|472437;2026-05-12\|5.26\|1.54\|5.18\|5.35\|5.15\|826554;2026-05-13\|5.79\|10.08\|5.45\|5.79\|5.41\|966718;2026-05-14\|6.37\|10.02\|6.37\|6.37\|6.10\|2176977;2026-05-15\|7.01\|10.05\|6.50\|7.01\|5.88\|4434591;2026-05-18\|7.71\|9.99\|7.23\|7.71\|7.23\|2407024;2026-05-19\|8.27\|7.26\|7.71\|8.48\|6.98\|5202994;2026-05-20\|7.44\|-10.04\|8.02\|8.09\|7.44\|2899538;2026-05-21\|8.18\|9.95\|7.03\|8.18\|6.85\|5474999;2026-05-22\|8.22\|0.49\|7.92\|8.90\|7.64\|5276192;2026-05-25\|9.04\|9.98\|8.38\|9.04\|8.38\|2428734;2026-05-26\|9.17\|1.44\|9.49\|9.89\|9.15\|5033831;2026-05-27\|9.70\|5.78\|9.05\|9.87\|8.98\|4694663;2026-05-28\|9.21\|-5.05\|9.50\|10.05\|9.13\|4557016;2026-05-29\|9.38\|1.85\|8.90\|9.70\|8.66\|4147278;2026-06-01\|8.44\|-10.02\|9.33\|9.38\|8.44\|3643176;2026-06-02\|8.49\|0.59\|8.39\|8.75\|7.93\|3201300;2026-06-03\|9.34\|10.01\|8.24\|9.34\|8.10\|3469769;2026-06-04\|9.36\|0.21\|9.50\|9.96\|9.33\|4446579;2026-06-05\|8.46\|-9.62\|9.53\|9.85\|8.46\|3307408;2026-06-08\|8.82\|4.26\|8.16\|9.13\|8.03\|3178546;2026-06-09\|9.13\|3.51\|8.61\|9.18\|8.15\|3412168;2026-06-10\|8.22\|-9.97\|8.85\|9.09\|8.22\|2720811;2026-06-11\|7.78\|-5.35\|8.04\|8.25\|7.68\|2628129;2026-06-12\|7.49\|-3.73\|7.80\|7.93\|7.46\|2471924;2026-06-15\|8.24\|10.01\|7.45\|8.24\|7.29\|2763956;2026-06-16\|8.16\|-0.97\|8.33\|8.78\|8.14\|2920013;2026-06-17\|8.02\|-1.72\|8.26\|8.33\|7.81\|2602209;2026-06-18\|7.59\|-5.36\|7.90\|8.01\|7.50\|2033813;2026-06-22\|7.49\|-1.32\|7.58\|7.68\|7.40\|1790992;2026-06-23\|7.13\|-4.81\|7.35\|7.41\|7.04\|1639284;2026-06-24\|7.07\|-0.84\|7.01\|7.16\|6.88\|1439899;2026-06-25\|6.91\|-2.26\|7.03\|7.13\|6.86\|1126210;2026-06-26\|6.59\|-4.63\|6.95\|7.20\|6.58\|1794185;2026-06-29\|6.59\|0.00\|6.59\|6.70\|6.45\|1278569;2026-06-30\|6.45\|-2.12\|6.51\|6.53\|6.30\|1001697;2026-07-01\|6.59\|2.17\|6.45\|6.69\|6.32\|1496300;2026-07-02\|6.19\|-6.07\|6.52\|6.80\|6.16\|1751485;2026-07-03\|6.18\|-0.16\|6.23\|6.28\|6.12\|1074820;2026-07-06\|5.97\|-3.40\|6.14\|6.22\|5.96\|961471;2026-07-07\|5.74\|-3.85\|5.96\|5.96\|5.72\|882850;2026-07-08\|5.60\|-2.44\|5.76\|5.76\|5.59\|715474;2026-07-09\|5.82\|3.93\|5.60\|5.85\|5.53\|1094551;2026-07-10\|5.89\|1.20\|5.82\|6.04\|5.75\|1024916;2026-07-13\|5.62\|-4.58\|5.81\|5.89\|5.60\|872189;2026-07-14\|5.70\|1.42\|5.60\|5.70\|5.54\|771259;2026-07-15\|5.76\|1.05\|5.67\|5.85\|5.64\|847404;2026-07-16\|5.50\|-4.51\|5.77\|5.88\|5.47\|1043896;2026-07-17\|5.20\|-2.44\|5.30\|5.49\|5.19\|1402890
110651	研究称数据中心将面临55GW的电力缺口	H股回购+功率半导体+智能电网大功率模块行业原因：据财联社5月13日报道，受AI数据中心需求影响，2026年开年以来，功率半导体行业迎来一轮密集涨价潮。市场研究机构表示，AIDC将成为第三代半导体的下一个爆发式增长市场，需求强劲且明确。公司原因： 1、据2026年5月13日公告，公司回购注销部分H股后总股本减少1.02亿股，控股股东中车株洲所及一致行动人持股比例被动升至50.15%，触及5%整数倍。 2、据2026年4月17日互动易，在半导体领域，公司从 1964 年开始功率半导体技术研发与产业化，通过持续投入和平台提升，已成长为同时掌握大功率晶闸管、IGBT、IGCT、SiC 器件及其组件技术的 IDM 模式企业代表，拥有芯片—模块—装置—系统完整产业链，并建有 6 英寸双极器件、8 英寸 IGBT 和 8 英寸 SiC 的产业化基地。公司生产的全系列高可靠性IGBT 产品覆盖650V-6500V全电压等级。 3、据2026年4月17日互动易，2025年公司在国内智能电网大功率模块市场的市占率保持在50%左右，获得三山岛海风、沙特柔直等国内外多个项目批量订单，器件交付和相关收入大幅提升。	公司产品主要用于电网的特高压直流输电工程、柔性直流输电工程等，晶闸管产品累积应用于国内外23个特高压直流输电工程和7个柔性直流输电工程	2026-03-10\|57.86\|0.64\|57.31\|58.30\|57.15\|38364;2026-03-11\|57.51\|-0.60\|57.90\|58.01\|57.20\|29743;2026-03-12\|55.96\|-2.70\|57.46\|57.85\|55.81\|55256;2026-03-13\|55.90\|-0.11\|56.00\|56.56\|55.52\|35879;2026-03-16\|55.62\|-0.50\|55.73\|56.48\|55.25\|39229;2026-03-17\|54.20\|-2.55\|55.50\|55.98\|53.94\|51082;2026-03-18\|54.49\|0.54\|54.03\|54.58\|53.57\|27651;2026-03-19\|52.59\|-3.49\|53.88\|54.02\|52.39\|40650;2026-03-20\|52.63\|0.08\|52.75\|54.11\|52.61\|33813;2026-03-23\|51.06\|-2.98\|52.00\|52.14\|50.61\|50199;2026-03-24\|51.56\|0.98\|51.98\|52.14\|50.75\|28412;2026-03-25\|52.62\|2.06\|51.91\|52.88\|51.59\|41493;2026-03-26\|51.26\|-2.58\|52.50\|52.95\|51.15\|28863;2026-03-27\|51.51\|0.49\|51.26\|52.45\|51.01\|33196;2026-03-30\|50.78\|-1.42\|50.70\|51.37\|50.06\|41518;2026-03-31\|51.95\|2.30\|51.18\|53.02\|50.98\|45582;2026-04-01\|51.81\|-0.27\|52.60\|52.81\|51.19\|47943;2026-04-02\|50.85\|-1.85\|51.50\|51.69\|50.52\|34356;2026-04-03\|49.97\|-1.73\|50.71\|51.17\|49.97\|23129;2026-04-07\|49.60\|-0.74\|50.25\|50.60\|49.20\|31121;2026-04-08\|51.40\|3.63\|50.60\|51.48\|50.00\|53673;2026-04-09\|50.82\|-1.13\|51.12\|51.13\|50.59\|26418;2026-04-10\|51.24\|0.83\|51.10\|51.46\|50.74\|47776;2026-04-13\|50.05\|-2.32\|50.76\|50.86\|49.92\|36413;2026-04-14\|51.08\|2.06\|50.25\|51.13\|49.95\|47087;2026-04-15\|51.18\|0.20\|51.45\|52.18\|50.96\|48221;2026-04-16\|52.11\|1.82\|51.30\|52.21\|51.10\|44831;2026-04-17\|51.28\|-1.59\|51.90\|52.15\|50.88\|44780;2026-04-20\|52.29\|1.97\|51.40\|52.58\|51.20\|51917;2026-04-21\|52.14\|-0.29\|52.50\|52.60\|51.55\|36886;2026-04-22\|52.00\|-0.27\|52.15\|52.45\|51.50\|38439;2026-04-23\|52.29\|0.56\|52.17\|52.93\|51.88\|42944;2026-04-24\|51.82\|-0.90\|52.20\|53.09\|51.80\|50279;2026-04-27\|50.74\|-2.08\|51.70\|51.90\|50.74\|48740;2026-04-28\|48.43\|-4.55\|50.70\|50.76\|47.51\|124229;2026-04-29\|49.07\|1.32\|48.12\|49.17\|48.03\|50949;2026-04-30\|48.42\|-1.32\|49.00\|49.26\|48.02\|59468;2026-05-06\|49.40\|2.02\|48.80\|49.73\|48.48\|78399;2026-05-07\|49.53\|0.26\|49.70\|49.70\|48.99\|56577;2026-05-08\|48.86\|-1.35\|49.50\|49.50\|48.55\|62209;2026-05-11\|49.28\|0.86\|49.05\|49.89\|48.88\|91100;2026-05-12\|49.41\|0.26\|49.45\|49.92\|48.60\|77723;2026-05-13\|59.29\|20.00\|49.30\|59.29\|48.75\|279657;2026-05-14\|57.14\|-3.63\|61.00\|61.20\|56.08\|436636;2026-05-15\|55.60\|-2.70\|57.11\|58.70\|54.88\|210993;2026-05-18\|53.80\|-3.24\|55.00\|56.46\|53.11\|174984;2026-05-19\|54.85\|1.95\|53.29\|55.09\|52.45\|174899;2026-05-20\|54.43\|-0.77\|54.15\|55.35\|53.72\|130402;2026-05-21\|51.60\|-5.20\|54.87\|55.80\|51.35\|166718;2026-05-22\|59.03\|14.40\|51.90\|59.50\|51.70\|301074;2026-05-25\|59.40\|0.63\|59.04\|61.50\|57.58\|243696;2026-05-26\|58.49\|-1.53\|58.99\|60.20\|57.76\|178696;2026-05-27\|61.88\|5.80\|58.00\|63.90\|58.00\|240467;2026-05-28\|62.60\|1.16\|61.88\|62.88\|60.60\|192804;2026-05-29\|61.00\|-2.56\|64.00\|66.20\|59.69\|258650;2026-06-01\|57.70\|-5.41\|59.55\|59.60\|56.21\|191526;2026-06-02\|56.88\|-1.42\|58.22\|58.42\|56.10\|108027;2026-06-03\|57.14\|0.46\|57.18\|58.95\|56.40\|161751;2026-06-04\|58.15\|1.77\|56.40\|59.88\|56.20\|155419;2026-06-05\|55.40\|-4.73\|57.54\|57.63\|53.59\|184058;2026-06-08\|53.19\|-3.99\|53.95\|54.49\|52.02\|163414;2026-06-09\|57.90\|8.86\|53.74\|58.19\|53.10\|194878;2026-06-10\|54.55\|-5.79\|56.00\|56.78\|53.53\|134419;2026-06-11\|54.78\|0.42\|53.80\|55.49\|53.40\|118695;2026-06-12\|53.07\|-3.12\|55.95\|56.43\|51.64\|209720;2026-06-15\|55.33\|4.26\|52.21\|55.65\|52.12\|163085;2026-06-16\|57.11\|3.22\|55.59\|59.10\|55.59\|159434;2026-06-17\|58.62\|2.64\|56.51\|58.78\|56.30\|121501;2026-06-18\|58.70\|0.14\|58.91\|59.78\|57.99\|163106;2026-06-22\|60.46\|3.00\|59.88\|62.58\|59.40\|220738;2026-06-23\|61.58\|1.85\|59.88\|62.78\|58.50\|208327;2026-06-24\|61.27\|-0.50\|61.00\|63.75\|60.31\|173497;2026-06-25\|60.45\|-1.34\|61.52\|62.30\|59.80\|161860;2026-06-26\|59.63\|-1.36\|60.00\|63.27\|58.80\|209725;2026-06-29\|62.26\|4.41\|62.00\|64.75\|60.05\|295295;2026-06-30\|68.66\|10.28\|63.90\|68.72\|62.68\|312758;2026-07-01\|64.50\|-6.06\|69.25\|69.27\|63.38\|290122;2026-07-02\|59.77\|-7.33\|63.14\|63.62\|59.50\|246431;2026-07-03\|57.49\|-3.81\|59.69\|60.29\|57.44\|163539;2026-07-06\|57.04\|-0.78\|58.00\|58.49\|55.60\|139814;2026-07-07\|55.98\|-1.86\|56.55\|57.56\|55.16\|199992;2026-07-08\|53.17\|-5.02\|55.75\|55.93\|53.17\|152237;2026-07-09\|54.79\|3.05\|53.17\|54.82\|51.91\|155537;2026-07-10\|50.92\|-7.06\|54.78\|55.50\|50.91\|218822;2026-07-13\|49.10\|-3.57\|50.70\|51.03\|48.98\|134063;2026-07-14\|48.18\|-1.87\|49.53\|49.53\|47.04\|129108;2026-07-15\|47.50\|-1.41\|48.26\|48.38\|46.84\|102786;2026-07-16\|47.60\|0.21\|47.50\|48.40\|47.00\|84811;2026-07-17\|45.73\|-3.93\|47.20\|47.60\|44.22\|135021
110650	研究称数据中心将面临55GW的电力缺口	绿色电力+福建国资行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年3月31日年报，公司2025年新增屋顶分布式光伏9.22兆瓦并参股宁德深水B-1区海上风电，形成“水风光”多能互补电源结构，售电子公司取得售电资质，布局绿电交易、虚拟电厂。 2、据2025年年度报告，公司控股股东为宁德市国有资产投资经营集团有限公司，实际控制人为宁德市国资委，具备福建国资背景。	1、福建省最大的电力股份制企业；公司主营业务为电力生产与开发，主要以水电、风电、光伏为主； 2、持股海交所7.4%，海交所提供不良资产处置服务	2026-03-10\|14.85\|-2.62\|15.10\|15.20\|14.65\|464474;2026-03-11\|15.09\|1.62\|14.85\|15.09\|14.40\|431740;2026-03-12\|14.57\|-3.45\|14.93\|15.13\|14.40\|347509;2026-03-13\|14.15\|-2.88\|14.55\|14.56\|13.92\|307170;2026-03-16\|14.16\|0.07\|14.43\|14.56\|13.98\|192605;2026-03-17\|13.75\|-2.90\|14.17\|14.26\|13.73\|216067;2026-03-18\|14.42\|4.87\|13.86\|15.13\|13.80\|462231;2026-03-19\|14.16\|-1.80\|14.00\|14.51\|13.85\|301178;2026-03-20\|14.20\|0.28\|14.00\|14.55\|13.70\|354578;2026-03-23\|13.65\|-3.87\|13.80\|14.50\|13.40\|321509;2026-03-24\|14.27\|4.54\|13.80\|14.27\|13.57\|343163;2026-03-25\|15.70\|10.02\|14.27\|15.70\|14.16\|621194;2026-03-26\|16.00\|1.91\|16.29\|17.27\|15.96\|1089122;2026-03-27\|16.27\|1.69\|16.10\|16.42\|14.92\|841105;2026-03-30\|14.83\|-8.85\|15.69\|15.72\|14.64\|637358;2026-03-31\|16.31\|9.98\|14.84\|16.31\|14.70\|380516;2026-04-01\|15.15\|-7.11\|16.00\|16.00\|15.00\|699930;2026-04-02\|14.55\|-3.96\|14.87\|15.89\|14.40\|489758;2026-04-03\|13.10\|-9.97\|13.83\|13.90\|13.10\|374801;2026-04-07\|12.36\|-5.65\|12.65\|12.78\|12.17\|342467;2026-04-08\|12.54\|1.46\|12.45\|12.58\|12.35\|310774;2026-04-09\|12.08\|-3.67\|12.38\|12.38\|12.07\|267448;2026-04-10\|12.12\|0.33\|12.09\|12.24\|12.00\|209694;2026-04-13\|12.88\|6.27\|12.34\|13.18\|12.29\|435957;2026-04-14\|12.65\|-1.79\|12.68\|12.86\|12.50\|287591;2026-04-15\|12.38\|-2.13\|12.30\|12.48\|12.13\|254278;2026-04-16\|12.22\|-1.29\|12.29\|12.32\|12.11\|214312;2026-04-17\|12.18\|-0.33\|12.15\|12.32\|12.12\|144802;2026-04-20\|12.56\|3.12\|12.22\|12.56\|12.14\|225597;2026-04-21\|12.73\|1.35\|12.49\|12.92\|12.22\|289841;2026-04-22\|12.72\|-0.08\|12.54\|12.87\|12.46\|233047;2026-04-23\|13.22\|3.93\|12.73\|13.46\|12.50\|417248;2026-04-24\|12.60\|-4.69\|13.00\|13.08\|12.57\|269103;2026-04-27\|12.44\|-1.27\|12.34\|12.66\|12.25\|155098;2026-04-28\|12.71\|2.17\|12.44\|12.95\|12.12\|279300;2026-04-29\|12.40\|-2.44\|12.39\|12.64\|12.38\|182732;2026-04-30\|12.24\|-1.29\|12.36\|12.38\|12.20\|119368;2026-05-06\|12.59\|2.86\|12.38\|12.63\|12.30\|186933;2026-05-07\|12.87\|2.22\|12.66\|12.94\|12.62\|217941;2026-05-08\|12.90\|0.23\|12.87\|13.05\|12.78\|224901;2026-05-11\|12.87\|-0.23\|13.08\|13.09\|12.81\|188648;2026-05-12\|13.28\|3.19\|12.87\|13.45\|12.78\|394232;2026-05-13\|14.61\|10.02\|13.20\|14.61\|13.18\|414127;2026-05-14\|13.76\|-5.82\|14.47\|14.47\|13.74\|608737;2026-05-15\|13.28\|-3.49\|13.61\|13.65\|13.09\|338381;2026-05-18\|13.52\|1.81\|13.19\|13.65\|13.10\|291437;2026-05-19\|14.19\|4.96\|13.40\|14.19\|13.16\|426676;2026-05-20\|13.28\|-6.41\|13.87\|13.93\|13.27\|316941;2026-05-21\|13.13\|-1.13\|13.28\|13.45\|12.76\|233484;2026-05-22\|13.13\|0.00\|13.03\|13.27\|12.75\|162526;2026-05-25\|13.50\|2.82\|13.21\|13.56\|13.10\|228232;2026-05-26\|13.72\|1.63\|13.38\|14.35\|13.00\|299203;2026-05-27\|14.04\|2.33\|13.45\|14.21\|13.40\|385138;2026-05-28\|14.38\|2.42\|14.00\|14.40\|13.68\|438010;2026-05-29\|14.88\|3.48\|14.25\|14.98\|14.10\|497763;2026-06-01\|14.43\|-3.02\|15.00\|15.09\|13.60\|374719;2026-06-02\|14.72\|2.01\|14.07\|14.95\|13.71\|341172;2026-06-03\|15.15\|2.92\|14.35\|15.45\|14.20\|465541;2026-06-04\|14.60\|-3.63\|15.00\|15.42\|14.46\|422316;2026-06-05\|13.51\|-7.47\|14.46\|14.87\|13.45\|363417;2026-06-08\|12.31\|-8.88\|12.95\|13.39\|12.25\|262801;2026-06-09\|12.61\|2.44\|12.34\|12.63\|11.86\|197847;2026-06-10\|11.83\|-6.19\|12.40\|12.40\|11.80\|191787;2026-06-11\|11.50\|-2.79\|11.66\|12.18\|11.38\|153829;2026-06-12\|11.82\|2.78\|11.67\|12.00\|11.38\|174755;2026-06-15\|11.85\|0.25\|11.67\|11.89\|11.63\|145337;2026-06-16\|11.80\|-0.42\|11.83\|11.99\|11.63\|137375;2026-06-17\|11.40\|-3.39\|11.71\|11.80\|11.33\|167552;2026-06-18\|10.88\|-4.56\|11.31\|11.32\|10.82\|180537;2026-06-22\|11.01\|1.19\|10.82\|11.04\|10.68\|127195;2026-06-23\|10.88\|-1.18\|11.01\|11.13\|10.81\|93028;2026-06-24\|10.52\|-3.31\|10.75\|10.83\|10.39\|122881;2026-06-25\|10.18\|-3.23\|10.44\|10.44\|10.13\|123818;2026-06-26\|9.87\|-3.05\|10.24\|10.48\|9.85\|137368;2026-06-29\|9.86\|-0.10\|9.78\|9.95\|9.61\|100240;2026-06-30\|9.92\|0.61\|9.81\|9.93\|9.63\|79523;2026-07-01\|10.24\|3.23\|9.93\|10.34\|9.87\|125918;2026-07-02\|10.07\|-1.66\|10.19\|10.50\|10.06\|122242;2026-07-03\|10.16\|0.89\|10.02\|10.26\|10.00\|81326;2026-07-06\|9.97\|-1.87\|10.19\|10.21\|9.95\|79563;2026-07-07\|9.67\|-3.01\|9.97\|9.98\|9.64\|73433;2026-07-08\|9.51\|-1.65\|9.70\|9.74\|9.47\|64840;2026-07-09\|9.44\|-0.74\|9.49\|9.55\|9.19\|78628;2026-07-10\|9.80\|3.81\|9.49\|9.99\|9.39\|114398;2026-07-13\|9.41\|-3.98\|9.89\|9.90\|9.37\|73669;2026-07-14\|9.56\|1.59\|9.37\|9.56\|9.28\|58838;2026-07-15\|9.71\|1.57\|9.48\|9.82\|9.40\|77803;2026-07-16\|9.68\|-0.31\|9.74\|9.83\|9.58\|62122;2026-07-17\|10.01\|3.41\|9.63\|10.15\|9.63\|209135
110649	研究称数据中心将面临55GW的电力缺口	风光电站+重大资产重组+限售股解禁+北京国资行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年5月11日公告，公司100,000,000股限售股份于2026年5月13日上市流通，占公司总股本的1.67%。 2、据2026年4月14日重大资产购买报告书草案修订稿，公司拟通过东方新能北京企业管理中心现金收购北京电投瑞享新能源发展有限公司80%股权及海城锐海新能风力发电有限公司100%股权，标的资产合计持有815.85MW新能源电站。 3、据2026年3月5日法律意见书，公司控股股东为北京朝阳国有资本运营管理有限公司，最终控制人为北京市朝阳区国资委。	公司推进收购北京电投瑞享80%股权及海城锐海新能风力发电100%股权，扩大公司风光电站资产规模	2026-03-10\|2.53\|0.00\|2.52\|2.57\|2.46\|1351266;2026-03-11\|2.59\|2.37\|2.53\|2.60\|2.50\|1749526;2026-03-12\|2.62\|1.16\|2.57\|2.65\|2.53\|1797282;2026-03-13\|2.72\|3.82\|2.64\|2.86\|2.58\|3440884;2026-03-16\|2.99\|9.93\|2.73\|2.99\|2.70\|5347039;2026-03-17\|3.00\|0.33\|2.87\|3.13\|2.85\|5678740;2026-03-18\|2.87\|-4.33\|2.97\|3.10\|2.78\|4340938;2026-03-19\|3.16\|10.10\|2.81\|3.16\|2.81\|3228324;2026-03-20\|3.48\|10.13\|3.25\|3.48\|3.21\|7676933;2026-03-23\|3.83\|10.06\|3.61\|3.83\|3.55\|8520275;2026-03-24\|3.79\|-1.04\|3.84\|3.97\|3.45\|9702840;2026-03-25\|3.80\|0.26\|3.68\|4.08\|3.53\|9009013;2026-03-26\|3.49\|-8.16\|3.64\|3.70\|3.42\|6797636;2026-03-27\|3.84\|10.03\|3.38\|3.84\|3.25\|5490357;2026-03-30\|3.80\|-1.04\|4.09\|4.11\|3.63\|8212148;2026-03-31\|3.42\|-10.00\|3.73\|3.77\|3.42\|6517016;2026-04-01\|3.19\|-6.73\|3.41\|3.45\|3.15\|5052264;2026-04-02\|3.03\|-5.02\|3.15\|3.33\|2.99\|4262876;2026-04-03\|2.83\|-6.60\|3.01\|3.04\|2.82\|3282926;2026-04-07\|3.11\|9.89\|2.85\|3.11\|2.84\|2058468;2026-04-08\|3.18\|2.25\|3.15\|3.23\|3.10\|4464694;2026-04-09\|3.13\|-1.57\|3.17\|3.18\|3.08\|2458114;2026-04-10\|3.09\|-1.28\|3.16\|3.18\|3.08\|1859145;2026-04-13\|3.17\|2.59\|3.10\|3.19\|3.08\|2704805;2026-04-14\|3.12\|-1.58\|3.23\|3.34\|3.09\|3001631;2026-04-15\|3.01\|-3.53\|3.12\|3.13\|3.00\|2189595;2026-04-16\|2.99\|-0.66\|3.03\|3.04\|2.93\|1634062;2026-04-17\|2.92\|-2.34\|2.97\|3.02\|2.91\|1844643;2026-04-20\|2.94\|0.68\|2.92\|2.97\|2.90\|1559195;2026-04-21\|2.96\|0.68\|2.96\|3.01\|2.87\|2397527;2026-04-22\|2.93\|-1.01\|2.95\|2.98\|2.91\|1553041;2026-04-23\|2.94\|0.34\|2.95\|3.01\|2.87\|2688195;2026-04-24\|3.06\|4.08\|2.95\|3.20\|2.92\|4517452;2026-04-27\|2.96\|-3.27\|2.93\|3.03\|2.83\|2765629;2026-04-28\|3.02\|2.03\|2.93\|3.04\|2.88\|2735025;2026-04-29\|3.19\|5.63\|3.05\|3.30\|3.05\|4334125;2026-04-30\|3.06\|-4.08\|3.22\|3.29\|3.05\|2987932;2026-05-06\|3.15\|2.94\|3.12\|3.21\|3.05\|3144516;2026-05-07\|3.26\|3.49\|3.17\|3.39\|3.13\|3890844;2026-05-08\|3.22\|-1.23\|3.20\|3.34\|3.17\|2998768;2026-05-11\|3.13\|-2.79\|3.16\|3.24\|3.11\|2978615;2026-05-12\|3.13\|0.00\|3.09\|3.23\|2.98\|3105380;2026-05-13\|3.44\|9.90\|3.13\|3.44\|3.13\|1858008;2026-05-14\|3.21\|-6.69\|3.60\|3.70\|3.20\|7116528;2026-05-15\|3.07\|-4.36\|3.21\|3.24\|3.02\|3745363;2026-05-18\|3.03\|-1.30\|3.02\|3.09\|3.00\|2171177;2026-05-19\|3.08\|1.65\|3.02\|3.09\|2.96\|1872470;2026-05-20\|2.91\|-5.52\|3.05\|3.06\|2.89\|2496525;2026-05-21\|2.84\|-2.41\|2.90\|2.96\|2.82\|1564289;2026-05-22\|2.86\|0.70\|2.83\|2.88\|2.76\|1229767;2026-05-25\|2.92\|2.10\|2.87\|2.94\|2.85\|1250231;2026-05-26\|2.83\|-3.08\|2.88\|2.91\|2.82\|1145386;2026-05-27\|2.82\|-0.35\|2.80\|2.85\|2.76\|1227430;2026-05-28\|2.85\|1.06\|2.80\|2.92\|2.79\|1189575;2026-05-29\|2.92\|2.46\|2.83\|3.04\|2.81\|1852378;2026-06-01\|2.97\|1.71\|2.92\|2.97\|2.81\|1922879;2026-06-02\|2.86\|-3.70\|2.95\|2.95\|2.86\|1393391;2026-06-03\|2.81\|-1.75\|2.84\|2.86\|2.80\|1240457;2026-06-04\|2.70\|-3.91\|2.80\|2.81\|2.66\|1611823;2026-06-05\|2.72\|0.74\|2.67\|2.84\|2.67\|991749;2026-06-08\|2.55\|-6.25\|2.66\|2.69\|2.54\|1268632;2026-06-09\|2.56\|0.39\|2.56\|2.59\|2.48\|915758;2026-06-10\|2.47\|-3.52\|2.55\|2.55\|2.42\|1102249;2026-06-11\|2.44\|-1.21\|2.43\|2.47\|2.41\|714617;2026-06-12\|2.42\|-0.82\|2.47\|2.49\|2.41\|1029210;2026-06-15\|2.48\|2.48\|2.43\|2.49\|2.43\|1060503;2026-06-16\|2.50\|0.81\|2.49\|2.50\|2.43\|943683;2026-06-17\|2.42\|-3.20\|2.49\|2.49\|2.40\|1023574;2026-06-18\|2.33\|-3.72\|2.40\|2.41\|2.32\|984399;2026-06-22\|2.32\|-0.43\|2.32\|2.35\|2.26\|1077220;2026-06-23\|2.28\|-1.72\|2.31\|2.38\|2.26\|994749;2026-06-24\|2.22\|-2.63\|2.26\|2.28\|2.18\|1023263;2026-06-25\|2.18\|-1.80\|2.22\|2.23\|2.16\|872881;2026-06-26\|2.15\|-1.38\|2.17\|2.23\|2.14\|1000256;2026-06-29\|2.17\|0.93\|2.12\|2.19\|2.10\|791208;2026-06-30\|2.39\|10.14\|2.19\|2.39\|2.18\|1049336;2026-07-01\|2.38\|-0.42\|2.49\|2.51\|2.34\|2118310;2026-07-02\|2.26\|-5.04\|2.36\|2.40\|2.26\|1512983;2026-07-03\|2.22\|-1.77\|2.27\|2.31\|2.22\|992257;2026-07-06\|2.24\|0.90\|2.22\|2.26\|2.20\|912058;2026-07-07\|2.14\|-4.46\|2.22\|2.24\|2.13\|822972;2026-07-08\|2.10\|-1.87\|2.15\|2.17\|2.10\|575760;2026-07-09\|2.09\|-0.48\|2.10\|2.13\|2.04\|825143;2026-07-10\|2.15\|2.87\|2.09\|2.17\|2.06\|969532;2026-07-13\|2.04\|-5.12\|2.12\|2.14\|2.03\|906701;2026-07-14\|2.05\|0.49\|2.04\|2.06\|1.99\|683335;2026-07-15\|2.26\|10.24\|2.15\|2.26\|2.14\|1436983;2026-07-16\|2.25\|-0.44\|2.21\|2.32\|2.19\|2049008;2026-07-17\|2.38\|5.78\|2.23\|2.38\|2.22\|2660318
110648		半导体封测+教育+ST板块+国企改革 1、据2026年6月11日公告，公司围绕“稳基础、促转型”战略，重点布局半导体封装测试业务，拟循序渐进向上游及先进封装延伸，但该业务尚未实际开展，仍处于前期筹备阶段，暂未产生收入及利润。 2、据2026年6月18日公告，因2025年度经审计的利润总额、净利润及扣非净利润孰低为负，且营业收入低于3亿元，公司股票已被实施退市风险警示，若2026年度财务数据仍触及退市标准将终止上市。 3、公司属于国有企业，最终控制人为东阳市人民政府国有资产监督管理办公室；据2026年6月11日公告，公司主营业务未发生重大变化，仍为教育业务及不动产运营业务。	公司主营职业教育；据公司官微，中国高科集团自主研发的AED-CPR心肺复苏一体机以及急救AI科普机器人经过选代发展，已获得较高的品牌知名度，布局覆盖海内外市场	2026-03-10\|9.74\|2.96\|9.51\|9.75\|9.51\|78445;2026-03-11\|9.61\|-1.33\|9.88\|9.88\|9.53\|73601;2026-03-12\|9.49\|-1.25\|9.60\|9.72\|9.45\|67976;2026-03-13\|9.25\|-2.53\|9.48\|9.60\|9.23\|92443;2026-03-16\|9.38\|1.41\|9.39\|9.62\|9.00\|160712;2026-03-17\|9.05\|-3.52\|9.37\|9.40\|8.99\|121601;2026-03-18\|9.08\|0.33\|9.00\|9.12\|8.96\|84588;2026-03-19\|8.88\|-2.20\|9.02\|9.07\|8.85\|96733;2026-03-20\|8.90\|0.23\|9.03\|9.23\|8.88\|149407;2026-03-23\|8.30\|-6.74\|8.80\|8.82\|8.20\|157161;2026-03-24\|8.89\|7.11\|8.49\|8.90\|8.40\|161644;2026-03-25\|9.22\|3.71\|8.88\|9.39\|8.87\|160176;2026-03-26\|9.25\|0.33\|9.23\|9.52\|9.07\|152184;2026-03-27\|9.46\|2.27\|9.20\|9.52\|9.10\|103167;2026-03-30\|9.07\|-4.12\|9.46\|9.49\|9.05\|121927;2026-03-31\|8.85\|-2.43\|9.21\|9.22\|8.84\|126406;2026-04-01\|9.23\|4.29\|9.01\|9.42\|9.01\|146137;2026-04-02\|8.89\|-3.68\|9.23\|9.30\|8.81\|107267;2026-04-03\|9.07\|2.02\|9.07\|9.25\|8.85\|121622;2026-04-07\|9.13\|0.66\|8.98\|9.28\|8.97\|84155;2026-04-08\|9.23\|1.10\|8.91\|9.41\|8.91\|159054;2026-04-09\|8.99\|-2.60\|9.22\|9.22\|8.88\|146559;2026-04-10\|9.30\|3.45\|9.09\|9.49\|9.01\|236545;2026-04-13\|9.06\|-2.58\|9.19\|9.28\|8.97\|141481;2026-04-14\|8.88\|-1.99\|9.06\|9.14\|8.75\|212790;2026-04-15\|8.73\|-1.69\|8.90\|9.09\|8.68\|140959;2026-04-16\|8.80\|0.80\|8.74\|9.05\|8.67\|132739;2026-04-17\|8.60\|-2.27\|8.75\|8.80\|8.38\|209773;2026-04-20\|8.35\|-2.91\|8.60\|8.73\|8.26\|205568;2026-04-21\|8.81\|5.51\|8.35\|9.09\|8.35\|347231;2026-04-22\|8.94\|1.48\|8.63\|9.17\|8.63\|232051;2026-04-23\|8.55\|-4.36\|8.92\|8.92\|8.50\|229070;2026-04-24\|8.21\|-3.98\|8.31\|8.47\|8.05\|288198;2026-04-28\|8.13\|-0.97\|8.05\|8.40\|7.89\|428874;2026-04-29\|8.54\|5.04\|8.10\|8.54\|8.08\|156665;2026-04-30\|8.97\|5.04\|8.97\|8.97\|8.97\|17848;2026-05-06\|9.42\|5.02\|9.42\|9.42\|9.42\|12315;2026-05-07\|9.89\|4.99\|9.89\|9.89\|9.89\|42476;2026-05-08\|10.38\|4.95\|10.38\|10.38\|10.10\|306846;2026-05-11\|10.90\|5.01\|10.90\|10.90\|10.90\|19306;2026-05-12\|11.45\|5.05\|11.45\|11.45\|11.45\|47289;2026-05-13\|11.50\|0.44\|11.45\|12.02\|11.23\|953758;2026-05-14\|12.08\|5.04\|11.90\|12.08\|11.83\|138334;2026-05-15\|12.45\|3.06\|12.68\|12.68\|11.50\|614459;2026-05-18\|13.07\|4.98\|12.80\|13.07\|12.51\|383226;2026-05-19\|13.50\|3.29\|13.07\|13.63\|12.90\|379088;2026-05-20\|13.33\|-1.26\|13.75\|14.18\|12.83\|536334;2026-05-21\|12.66\|-5.03\|13.00\|13.16\|12.66\|323105;2026-05-22\|12.35\|-2.45\|12.30\|13.04\|12.10\|355929;2026-05-25\|12.97\|5.02\|12.70\|12.97\|12.65\|155927;2026-05-26\|13.62\|5.01\|13.62\|13.62\|13.10\|370800;2026-05-27\|13.42\|-1.47\|13.62\|14.12\|13.11\|344696;2026-05-28\|14.09\|4.99\|13.32\|14.09\|13.18\|367077;2026-05-29\|14.75\|4.68\|14.24\|14.79\|14.15\|306326;2026-06-01\|15.28\|3.59\|14.74\|15.28\|14.42\|269919;2026-06-02\|14.58\|-4.58\|15.10\|15.12\|14.52\|313360;2026-06-03\|14.79\|1.44\|14.50\|14.97\|13.87\|260897;2026-06-04\|14.35\|-2.98\|14.51\|15.04\|14.31\|192716;2026-06-05\|13.63\|-5.02\|14.40\|14.48\|13.63\|243934;2026-06-08\|12.95\|-4.99\|12.95\|13.56\|12.95\|218661;2026-06-09\|12.99\|0.31\|13.18\|13.30\|12.38\|222181;2026-06-10\|12.36\|-4.85\|12.55\|13.34\|12.34\|204047;2026-06-11\|12.98\|5.02\|12.61\|12.98\|12.39\|97893;2026-06-12\|13.53\|4.24\|13.63\|13.63\|13.35\|259781;2026-06-15\|12.85\|-5.03\|13.31\|13.56\|12.85\|251082;2026-06-16\|12.21\|-4.98\|12.51\|12.67\|12.21\|188223;2026-06-17\|12.09\|-0.98\|11.92\|12.45\|11.70\|227172;2026-06-18\|11.63\|-3.80\|12.10\|12.12\|11.51\|177911;2026-06-22\|11.05\|-4.99\|11.51\|11.75\|11.05\|257117;2026-06-23\|10.92\|-1.18\|10.85\|11.60\|10.76\|227360;2026-06-24\|10.37\|-5.04\|10.70\|11.00\|10.37\|223686;2026-06-25\|10.77\|3.86\|10.28\|10.85\|9.89\|256948;2026-06-26\|11.31\|5.01\|10.65\|11.31\|10.60\|182717;2026-06-29\|11.48\|1.50\|11.58\|11.84\|11.05\|208781;2026-06-30\|11.06\|-3.66\|11.41\|11.51\|10.91\|150554;2026-07-01\|11.57\|4.61\|11.00\|11.61\|11.00\|189142;2026-07-02\|11.58\|0.09\|11.34\|12.00\|11.25\|159294;2026-07-03\|12.16\|5.01\|11.33\|12.16\|11.22\|186757;2026-07-06\|10.94\|-10.03\|12.01\|12.01\|10.94\|237930;2026-07-07\|10.68\|-2.38\|10.70\|11.22\|10.46\|108702;2026-07-08\|10.38\|-2.81\|10.51\|10.56\|10.10\|117086;2026-07-09\|10.61\|2.22\|10.33\|10.65\|9.98\|131656;2026-07-10\|10.35\|-2.45\|10.41\|10.75\|10.35\|98595;2026-07-13\|9.59\|-7.34\|10.20\|10.29\|9.56\|116286;2026-07-14\|10.05\|4.80\|9.51\|10.17\|9.51\|112963;2026-07-15\|9.05\|-9.95\|9.05\|9.05\|9.05\|15800;2026-07-16\|8.15\|-9.94\|8.15\|8.15\|8.15\|12333;2026-07-17\|8.97\|10.06\|8.97\|8.97\|8.97\|85670

新增记录

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股票代码

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涨停原因

涨停日期

创建时间

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eastmoney_rank

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yuanbaoreason