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
122915	8月电子布价格现年内最大单月涨幅	PCB钻针+AI算力+业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年3月27日年报，公司PCB钻针全球市占率前二，已批量供应AI服务器客户，并完成50倍高长径比钻针技术储备。 2、据2026年4月16日公告，公司2026年一季度实现营收8.14亿元，同比增长92.33%；归母净利润2.61亿元，同比增长259.00%。 3、据2026年4月20日机构调研，公司目前订单充足，钻针月产能已达1.3亿支，并计划根据下游需求稳步推进新增产能释放。	1、公司上半年净利润同比预增301%至338%，业绩高速增长主要来自两方面驱动：一方面2026年上半年下游PCB客户对精密刀具及研磨抛光材料的采购需求持续保持旺盛，公司紧抓行业景气窗口，通过深化技术迭代与客户协同，推动高附加值产品渗透率进一步提升，产品结构持续向高端化发展；另一方面公司产能爬坡效率显著改善，规模效应逐步释放； 2、公司为全球PCB钻针龙头，客户覆盖胜宏科技、深南电路、方正科技、景旺电子等国内外 PCB 知名厂商	2026-07-02\|531.00\|-4.38\|537.99\|566.76\|527.00\|56934;2026-07-03\|518.04\|-2.44\|527.54\|539.00\|510.77\|50277;2026-07-06\|486.00\|-6.18\|509.89\|528.81\|484.07\|58562;2026-07-07\|488.89\|0.59\|493.32\|503.32\|479.00\|37914;2026-07-08\|473.08\|-3.23\|498.67\|502.00\|471.32\|37963;2026-07-09\|484.08\|2.33\|486.45\|489.00\|450.30\|47557;2026-07-10\|466.94\|-3.54\|490.00\|505.98\|465.00\|50230;2026-07-13\|437.70\|-6.26\|465.52\|466.69\|431.00\|60164;2026-07-14\|495.85\|13.29\|445.80\|499.58\|442.00\|70076;2026-07-15\|467.88\|-5.64\|503.66\|505.50\|466.15\|52072;2026-07-16\|463.19\|-1.00\|452.88\|481.94\|449.55\|44970;2026-07-17\|425.00\|-8.24\|454.87\|462.00\|420.01\|52094;2026-07-20\|372.00\|-12.47\|441.00\|444.83\|351.10\|65683;2026-07-21\|416.50\|11.96\|380.01\|419.60\|351.90\|60537;2026-07-22\|401.38\|-3.63\|410.05\|434.44\|397.01\|48415;2026-07-23\|402.10\|0.18\|408.00\|423.00\|395.00\|35355;2026-07-24\|396.60\|-1.37\|392.66\|406.66\|386.00\|29358;2026-07-27\|414.38\|4.48\|399.61\|417.27\|390.90\|46094;2026-07-28\|372.81\|-10.03\|402.45\|402.45\|369.00\|40317;2026-07-29\|361.28\|-3.09\|374.40\|383.00\|346.54\|41501;2026-07-30\|333.00\|-7.83\|357.45\|364.89\|323.59\|49295;2026-07-31\|350.10\|5.14\|370.70\|391.00\|349.02\|47514;2026-08-03\|335.00\|-4.31\|346.00\|351.95\|325.82\|38329;2026-08-04\|375.71\|12.15\|336.60\|379.50\|331.01\|56898;2026-08-05\|416.07\|10.74\|365.51\|422.97\|360.42\|62240;2026-08-06\|428.00\|2.87\|411.01\|448.00\|401.88\|64299;2026-08-07\|451.84\|5.57\|431.65\|469.60\|428.35\|64657;2026-08-10\|437.45\|-3.18\|450.00\|461.04\|422.00\|52716;2026-08-11\|429.01\|-1.93\|430.00\|445.00\|426.30\|30846;2026-08-12\|449.57\|4.79\|429.01\|459.57\|429.01\|38041;2026-08-13\|445.00\|-1.02\|460.00\|479.88\|443.50\|39802;2026-08-14\|447.80\|0.63\|445.01\|453.97\|434.87\|29319;2026-08-17\|462.90\|3.37\|452.00\|465.80\|445.10\|33078;2026-08-18\|471.00\|1.75\|463.01\|486.66\|460.00\|43228;2026-08-19\|429.93\|-8.72\|452.82\|458.00\|423.00\|45593;2026-08-20\|412.00\|-4.17\|436.02\|439.00\|408.43\|38892;2026-08-21\|416.50\|1.09\|413.97\|425.78\|404.11\|29638;2026-08-24\|393.01\|-5.64\|416.50\|422.00\|382.66\|41505;2026-08-25\|392.60\|-0.10\|388.88\|404.40\|386.01\|28302;2026-08-26\|394.60\|0.51\|400.05\|401.00\|386.00\|23884;2026-08-27\|416.97\|5.67\|398.55\|418.50\|394.01\|30293;2026-08-28\|406.38\|-2.54\|415.00\|424.23\|402.74\|26907;2026-08-31\|419.86\|3.32\|396.40\|425.00\|396.01\|40850;2026-09-01\|388.13\|-7.56\|415.67\|419.80\|386.00\|39513;2026-09-02\|387.90\|-0.06\|383.54\|394.78\|380.00\|24981;2026-09-03\|390.00\|0.54\|390.80\|395.50\|382.30\|23799;2026-09-04\|376.21\|-3.54\|390.02\|398.80\|372.24\|22084;2026-09-07\|396.76\|5.46\|382.99\|399.60\|377.01\|27785;2026-09-08\|399.00\|0.56\|399.27\|409.63\|389.18\|29052;2026-09-09\|392.00\|-1.75\|401.55\|406.50\|390.25\|21827;2026-09-10\|391.31\|-0.18\|387.68\|400.98\|383.03\|16781;2026-09-11\|390.30\|-0.26\|385.99\|393.66\|373.46\|20612;2026-09-14\|384.99\|-1.36\|383.28\|391.68\|378.00\|21065;2026-09-15\|402.40\|4.52\|388.96\|408.20\|382.69\|28881;2026-09-16\|408.88\|1.61\|404.21\|412.95\|396.00\|28258;2026-09-17\|399.20\|-2.37\|409.48\|419.30\|398.78\|25796;2026-09-18\|408.89\|2.43\|409.22\|412.00\|398.41\|23351;2026-09-21\|399.85\|-2.21\|416.97\|417.99\|395.18\|29927;2026-09-22\|398.00\|-0.46\|406.00\|419.99\|397.80\|35825;2026-09-23\|392.36\|-1.42\|400.89\|401.78\|391.06\|29163;2026-09-24\|378.99\|-3.16\|388.02\|391.08\|378.00\|23670;2026-09-28\|350.31\|-7.57\|377.14\|382.99\|343.67\|32954;2026-09-29\|348.72\|-0.45\|346.91\|352.78\|342.00\|23595;2026-09-30\|341.00\|-2.21\|352.21\|354.40\|339.32\|19242;2026-10-08\|333.64\|-2.16\|346.00\|351.00\|330.80\|22661;2026-10-09\|309.50\|-7.24\|334.01\|335.43\|294.05\|53452;2026-10-12\|299.73\|-3.16\|307.83\|315.60\|299.56\|42849;2026-10-13\|299.00\|-0.24\|293.47\|302.91\|279.00\|37885;2026-10-14\|293.26\|-1.92\|300.37\|312.17\|291.71\|30451;2026-10-15\|272.54\|-7.07\|275.85\|281.51\|270.37\|40815;2026-10-16\|269.60\|-1.08\|282.58\|286.73\|266.68\|37028;2026-10-19\|261.70\|-2.93\|268.13\|271.99\|252.10\|32302;2026-10-20\|257.07\|-1.77\|259.47\|268.47\|254.09\|32289;2026-10-21\|263.00\|2.31\|260.15\|271.85\|260.15\|29593;2026-10-22\|244.00\|-7.22\|263.00\|267.99\|243.11\|35248;2026-10-23\|246.00\|0.82\|235.32\|248.00\|221.64\|51029;2026-10-26\|224.87\|-8.59\|241.58\|243.54\|222.40\|51829;2026-10-27\|210.95\|-6.19\|229.01\|231.00\|209.51\|38562;2026-10-28\|222.70\|5.57\|217.01\|226.50\|215.40\|41976;2026-10-29\|202.10\|-9.25\|222.72\|225.37\|201.50\|41832;2026-10-30\|189.81\|-6.08\|189.17\|205.87\|184.51\|48568;2026-11-02\|198.00\|4.31\|193.60\|201.98\|185.21\|60524;2026-11-03\|181.55\|-8.31\|196.02\|198.47\|179.04\|42844;2026-11-04\|200.51\|10.44\|181.60\|202.00\|172.24\|77243;2026-11-05\|202.01\|0.75\|196.50\|212.00\|189.53\|65641;2026-11-06\|191.37\|-5.27\|186.01\|198.40\|179.76\|50660;2026-11-09\|190.51\|-0.45\|195.20\|196.00\|185.04\|38228;2026-11-10\|192.54\|1.07\|195.20\|200.69\|191.80\|37772;2026-11-11\|209.46\|8.79\|193.00\|211.63\|192.11\|49507
122914	8月电子布价格现年内最大单月涨幅	PCB+可剥铜+先进封装+电磁屏蔽膜行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、公司的带载体可剥离超薄铜箔可剥铜是制备芯片封装基板、类载板的必需材料，属于先进封装范畴。据2025年7月8日互动易，公司可剥铜产品性能参数可对标竞品，相关型号陆续通过了多家下游客户的测试认证，持续获得小批量订单。 2、据2025年年度报告，公司是全球范围内极少数掌握超高屏蔽效能、极低插入损耗核心技术的厂家之一，电磁屏蔽膜市场占有率处于全球前列。 3、公司主营业务为高端电子材料的研发、生产及销售，产品包括电磁屏蔽膜、各类铜箔含可剥铜、挠性覆铜板等，广泛应用于PCB产业链。当日市场PCB、CPO等算力硬件板块表现活跃。	公司的相关铜箔产品应用于PCB，如可剥铜可用于芯片载板，RTF铜箔可用于高频高速柔性线路板等	2026-07-02\|229.26\|-15.11\|240.00\|260.00\|227.29\|56717;2026-07-03\|245.61\|7.13\|221.00\|256.00\|221.00\|52085;2026-07-06\|221.84\|-9.68\|250.52\|257.99\|221.02\|41936;2026-07-07\|205.88\|-7.19\|221.07\|223.12\|202.05\|43287;2026-07-08\|191.00\|-7.23\|210.00\|210.60\|190.00\|37929;2026-07-09\|206.39\|8.06\|191.97\|206.39\|186.43\|36980;2026-07-10\|193.04\|-6.47\|206.41\|209.99\|191.00\|36415;2026-07-13\|167.96\|-12.99\|193.81\|198.00\|166.17\|44608;2026-07-14\|181.07\|7.81\|171.00\|183.00\|165.02\|34055;2026-07-15\|178.34\|-1.51\|185.36\|190.97\|177.02\|37446;2026-07-16\|164.82\|-7.58\|178.34\|182.10\|161.41\|31719;2026-07-17\|142.00\|-13.85\|166.44\|166.86\|140.18\|35985;2026-07-20\|113.60\|-20.00\|145.55\|146.88\|113.60\|64409;2026-07-21\|120.88\|6.41\|109.94\|121.65\|94.72\|77484;2026-07-22\|117.25\|-3.00\|120.58\|128.00\|115.33\|48159;2026-07-23\|114.33\|-2.49\|120.13\|124.58\|112.00\|32808;2026-07-24\|107.49\|-5.98\|114.30\|115.88\|107.18\|34636;2026-07-27\|119.00\|10.71\|109.62\|122.86\|106.70\|42808;2026-07-28\|106.16\|-10.79\|112.75\|117.69\|105.07\|39353;2026-07-29\|105.38\|-0.73\|104.04\|109.97\|98.20\|47876;2026-07-30\|93.40\|-11.37\|106.22\|106.80\|93.00\|51730;2026-07-31\|103.27\|10.57\|104.90\|112.08\|100.03\|66281;2026-08-03\|98.28\|-4.83\|100.48\|105.94\|95.53\|45606;2026-08-04\|110.38\|12.31\|98.72\|111.79\|96.11\|47716;2026-08-05\|118.80\|7.63\|107.00\|122.00\|107.00\|49012;2026-08-06\|121.80\|2.53\|116.00\|125.01\|115.00\|46512;2026-08-07\|146.16\|20.00\|126.01\|146.16\|125.04\|63315;2026-08-10\|142.30\|-2.64\|150.00\|151.20\|137.00\|80310;2026-08-11\|136.70\|-3.94\|139.09\|143.00\|134.33\|51055;2026-08-12\|142.42\|4.18\|137.82\|143.13\|135.00\|51762;2026-08-13\|138.88\|-2.49\|146.70\|158.00\|138.52\|59547;2026-08-14\|144.98\|4.39\|141.09\|145.00\|137.60\|41841;2026-08-17\|152.68\|5.31\|144.98\|157.51\|143.01\|52447;2026-08-18\|149.64\|-1.99\|153.00\|156.00\|143.28\|47870;2026-08-19\|128.73\|-13.97\|142.00\|143.24\|127.00\|49986;2026-08-20\|127.70\|-0.80\|133.11\|135.88\|125.51\|52790;2026-08-21\|129.88\|1.71\|126.48\|131.50\|123.12\|35196;2026-08-24\|118.55\|-8.72\|130.09\|130.96\|113.11\|51499;2026-08-25\|122.25\|3.12\|116.00\|123.30\|111.97\|39250;2026-08-26\|121.06\|-0.97\|121.99\|123.90\|116.11\|27676;2026-08-27\|129.99\|7.38\|123.40\|131.88\|118.33\|42693;2026-08-28\|130.30\|0.24\|127.00\|137.17\|127.00\|40238;2026-08-31\|134.13\|2.94\|119.31\|138.13\|119.31\|56973;2026-09-01\|119.29\|-11.06\|133.00\|133.44\|117.77\|53624;2026-09-02\|117.24\|-1.72\|116.21\|119.18\|113.50\|45121;2026-09-03\|127.05\|8.37\|120.24\|129.40\|119.18\|62280;2026-09-04\|132.19\|4.05\|130.00\|137.99\|128.00\|74760;2026-09-07\|143.00\|8.18\|136.99\|147.80\|132.30\|85480;2026-09-08\|141.36\|-1.15\|141.05\|150.00\|138.50\|57892;2026-09-09\|142.05\|0.49\|147.78\|148.00\|139.72\|48047;2026-09-10\|145.01\|2.08\|139.00\|153.80\|137.00\|61936;2026-09-11\|153.00\|5.51\|141.73\|153.50\|135.00\|69176;2026-09-14\|146.60\|-4.18\|145.01\|150.90\|140.23\|56735;2026-09-15\|159.00\|8.46\|148.79\|169.98\|148.79\|70993;2026-09-16\|161.50\|1.57\|159.16\|163.84\|152.58\|62654;2026-09-17\|154.89\|-4.09\|156.00\|159.50\|152.01\|52515;2026-09-18\|150.20\|-3.03\|157.00\|157.86\|150.01\|52610;2026-09-21\|153.70\|2.33\|150.00\|158.88\|150.00\|48137;2026-09-22\|156.30\|1.69\|158.77\|163.00\|155.60\|44319;2026-09-23\|157.62\|0.84\|157.52\|163.50\|156.57\|43271;2026-09-24\|150.05\|-4.80\|157.54\|158.68\|150.03\|28990;2026-09-28\|136.28\|-9.18\|150.05\|150.49\|132.51\|34028;2026-09-29\|137.29\|0.74\|134.00\|140.81\|133.51\|23192;2026-09-30\|130.56\|-4.90\|139.20\|139.20\|129.60\|23994;2026-10-08\|126.06\|-3.45\|133.01\|141.87\|124.02\|29330;2026-10-09\|117.78\|-6.57\|124.80\|124.80\|107.50\|47671;2026-10-12\|112.88\|-4.16\|118.00\|118.28\|112.02\|21822;2026-10-13\|115.61\|2.42\|108.70\|116.85\|103.10\|29598;2026-10-14\|112.40\|-2.78\|115.25\|117.61\|112.04\|20057;2026-10-15\|104.11\|-7.38\|102.00\|108.85\|102.00\|23416;2026-10-16\|102.20\|-1.83\|108.81\|109.30\|100.01\|22882;2026-10-19\|98.80\|-3.33\|100.90\|101.99\|93.31\|21115;2026-10-20\|101.20\|2.43\|99.44\|104.49\|93.10\|21437;2026-10-21\|99.00\|-2.17\|102.74\|105.00\|98.88\|20387;2026-10-22\|93.10\|-5.96\|100.10\|101.68\|93.00\|21368;2026-10-23\|92.46\|-0.69\|88.12\|93.54\|83.81\|34853;2026-10-26\|87.25\|-5.63\|90.95\|92.65\|86.20\|25326;2026-10-27\|82.39\|-5.57\|88.85\|90.39\|82.09\|18852;2026-10-28\|86.22\|4.65\|84.04\|88.49\|82.05\|26089;2026-10-29\|79.39\|-7.92\|86.22\|88.17\|79.00\|21667;2026-10-30\|70.26\|-11.50\|74.90\|77.79\|69.00\|43703;2026-11-02\|74.27\|5.71\|71.67\|75.49\|68.17\|41017;2026-11-03\|67.70\|-8.85\|74.00\|74.00\|67.00\|33202;2026-11-04\|74.25\|9.68\|68.50\|74.99\|65.11\|38355;2026-11-05\|76.29\|2.75\|73.00\|79.49\|72.58\|37783;2026-11-06\|72.81\|-4.56\|70.03\|75.15\|69.82\|29497;2026-11-09\|73.18\|0.51\|74.27\|75.86\|72.09\|26159;2026-11-10\|73.44\|0.36\|75.87\|76.89\|73.07\|30963;2026-11-11\|78.10\|6.35\|72.86\|78.73\|72.73\|43935
122913	8月电子布价格现年内最大单月涨幅	PCB化学品+电镀添加剂+先进封装+一季报增长行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2026年5月11日投资者关系活动记录表，公司TGV电镀添加剂已实现批量出货并逐步放量，是部分头部客户核心供应商，正配合客户量产计划推进产业化进程。 2、据东北证券2026年6月11日研报，公司沉铜/电镀化学品产品通过英伟达认证；据2026年5月11日投资者关系活动记录表，适配AI算力高端PCB的SkyStrate VF系列电镀添加剂已通过部分IC载板厂量产导入。 3、据2026年4月28日公告，公司2026年一季度实现营收1.45亿元，同比增长42.41%，归母净利润2993.86万元，同比增长57.79%，高毛利电镀添加剂销售占比提升驱动利润增速高于营收增速。	1、公司主要从事PCB所需要的专用电子化学品，前期已有TGV相关玻璃基板通孔填孔的研发和技术储备； 2、公司先进封装的产品主要聚焦于RDL、bumping、TSV和TGV,其相关的电镀添加剂已经研发完成，并处于下游客户持续验证阶段	2026-07-02\|175.33\|-10.84\|183.00\|189.98\|173.04\|64657;2026-07-03\|163.80\|-6.58\|172.55\|176.97\|163.20\|63287;2026-07-06\|150.18\|-8.31\|162.84\|166.66\|150.00\|62350;2026-07-07\|150.00\|-0.12\|148.14\|155.75\|145.00\|46427;2026-07-08\|141.20\|-5.87\|151.23\|155.30\|140.18\|47176;2026-07-09\|149.37\|5.79\|145.66\|150.67\|139.66\|54602;2026-07-10\|140.02\|-6.26\|153.90\|155.54\|140.01\|50577;2026-07-13\|129.10\|-7.80\|139.90\|143.80\|128.29\|57972;2026-07-14\|136.61\|5.82\|131.60\|139.00\|127.07\|47393;2026-07-15\|129.00\|-5.57\|139.12\|139.87\|128.46\|38655;2026-07-16\|121.85\|-5.54\|125.97\|129.98\|120.00\|42097;2026-07-17\|111.00\|-8.90\|123.00\|124.00\|111.00\|46993;2026-07-20\|95.76\|-13.73\|115.00\|115.20\|91.06\|66724;2026-07-21\|106.30\|11.01\|97.96\|107.00\|85.22\|68303;2026-07-22\|102.15\|-3.90\|105.53\|109.00\|101.31\|44817;2026-07-23\|100.18\|-1.93\|103.48\|107.27\|99.00\|41442;2026-07-24\|97.08\|-3.09\|100.00\|101.50\|95.70\|27660;2026-07-27\|102.30\|5.38\|97.53\|102.68\|94.57\|38385;2026-07-28\|93.75\|-8.36\|100.00\|102.78\|92.69\|45531;2026-07-29\|90.36\|-3.62\|93.29\|95.00\|84.66\|57045;2026-07-30\|81.00\|-10.36\|89.67\|92.58\|79.88\|58326;2026-07-31\|83.73\|3.37\|90.00\|92.94\|83.49\|57091;2026-08-03\|81.46\|-2.71\|83.46\|87.28\|79.88\|50385;2026-08-04\|91.60\|12.45\|82.50\|92.28\|80.38\|56482;2026-08-05\|98.78\|7.84\|89.50\|100.60\|89.00\|62922;2026-08-06\|105.68\|6.99\|96.58\|106.47\|95.86\|70427;2026-08-07\|117.30\|11.00\|107.79\|122.97\|103.21\|102789;2026-08-10\|111.39\|-5.04\|116.77\|117.00\|107.40\|91781;2026-08-11\|108.50\|-2.59\|109.58\|111.80\|106.00\|54144;2026-08-12\|110.48\|1.82\|109.06\|112.15\|107.55\|63315;2026-08-13\|107.36\|-2.82\|112.00\|115.60\|106.88\|71877;2026-08-14\|110.75\|3.16\|108.18\|112.12\|108.02\|51609;2026-08-17\|118.96\|7.41\|112.12\|119.88\|109.30\|66287;2026-08-18\|118.15\|-0.68\|118.98\|121.68\|114.50\|67345;2026-08-19\|104.75\|-11.34\|112.20\|115.66\|104.00\|63265;2026-08-20\|105.00\|0.24\|106.86\|108.95\|103.68\|35088;2026-08-21\|106.87\|1.78\|104.50\|109.80\|101.72\|35930;2026-08-24\|104.38\|-2.33\|106.50\|107.89\|101.01\|33552;2026-08-25\|103.32\|-1.02\|97.56\|104.84\|96.18\|44839;2026-08-26\|106.00\|2.59\|102.96\|109.99\|98.63\|44390;2026-08-27\|115.58\|9.04\|107.00\|117.98\|105.06\|59194;2026-08-28\|113.20\|-2.06\|114.43\|120.02\|112.53\|59201;2026-08-31\|119.16\|5.26\|112.19\|119.60\|110.00\|58591;2026-09-01\|112.37\|-5.70\|118.01\|120.00\|110.10\|55688;2026-09-02\|115.49\|2.78\|110.11\|118.40\|108.35\|57503;2026-09-03\|122.88\|6.40\|118.40\|125.00\|113.00\|80585;2026-09-04\|118.00\|-3.97\|125.21\|126.88\|116.88\|85217;2026-09-07\|120.52\|2.14\|119.00\|122.36\|109.00\|92943;2026-09-08\|116.48\|-3.35\|119.00\|121.97\|113.63\|66819;2026-09-09\|113.39\|-2.65\|117.34\|119.90\|112.35\|47928;2026-09-10\|114.90\|1.33\|112.66\|121.20\|110.05\|59896;2026-09-11\|110.88\|-3.50\|112.00\|116.99\|107.10\|54106;2026-09-14\|114.45\|3.22\|108.00\|117.33\|106.60\|58409;2026-09-15\|116.58\|1.86\|114.01\|122.88\|113.99\|64473;2026-09-16\|118.65\|1.78\|116.56\|121.57\|115.49\|56846;2026-09-17\|117.80\|-0.72\|119.00\|124.20\|117.17\|60006;2026-09-18\|124.37\|5.58\|121.00\|125.99\|116.50\|86507;2026-09-21\|122.30\|-1.66\|125.00\|125.50\|121.05\|57099;2026-09-22\|120.50\|-1.47\|123.96\|126.43\|119.00\|50669;2026-09-23\|128.64\|6.76\|121.00\|130.00\|120.68\|83936;2026-09-24\|125.12\|-2.74\|129.00\|129.59\|124.28\|58271;2026-09-28\|112.45\|-10.13\|128.12\|129.23\|112.25\|63355;2026-09-29\|112.60\|0.13\|110.35\|113.66\|110.20\|30014;2026-09-30\|111.50\|-0.98\|113.60\|118.88\|111.01\|38838;2026-10-08\|103.19\|-7.45\|111.10\|116.50\|102.50\|45866;2026-10-09\|95.98\|-6.99\|101.99\|103.00\|90.85\|60940;2026-10-12\|92.08\|-4.06\|95.96\|97.77\|91.69\|45256;2026-10-13\|97.14\|5.50\|89.76\|99.43\|85.58\|56374;2026-10-14\|96.43\|-0.73\|96.69\|101.44\|94.66\|30944;2026-10-15\|93.66\|-2.87\|93.00\|97.50\|91.01\|31024;2026-10-16\|90.53\|-3.34\|97.80\|97.80\|89.00\|28868;2026-10-19\|89.50\|-1.14\|89.90\|91.57\|84.40\|29076;2026-10-20\|90.47\|1.08\|91.29\|93.18\|87.98\|25203;2026-10-21\|90.34\|-0.14\|91.90\|93.67\|89.76\|20811;2026-10-22\|85.86\|-4.96\|90.66\|91.90\|85.64\|21879;2026-10-23\|86.49\|0.73\|83.99\|87.43\|76.34\|42409;2026-10-26\|81.82\|-5.40\|86.02\|86.28\|81.16\|24520;2026-10-27\|77.94\|-4.74\|82.97\|84.67\|77.67\|22961;2026-10-28\|79.40\|1.87\|79.01\|80.27\|76.00\|38812;2026-10-29\|73.00\|-8.06\|78.50\|79.38\|72.77\|36178;2026-10-30\|66.26\|-9.23\|71.00\|72.37\|66.24\|49325;2026-11-02\|67.20\|1.42\|67.30\|68.70\|64.77\|43920;2026-11-03\|60.80\|-9.52\|66.26\|66.51\|60.25\|46711;2026-11-04\|71.03\|16.83\|61.70\|72.33\|59.28\|74829;2026-11-05\|70.72\|-0.44\|69.36\|74.00\|67.74\|62720;2026-11-06\|66.50\|-5.97\|63.30\|68.37\|63.30\|54840;2026-11-09\|67.15\|0.98\|67.41\|69.20\|65.68\|42210;2026-11-10\|70.12\|4.42\|69.70\|71.27\|68.38\|40560;2026-11-11\|73.38\|4.65\|71.51\|73.91\|69.18\|48018
122912	8月电子布价格现年内最大单月涨幅	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司上半年净利润预增382%-473%，主要“受AI算力爆发等持续影响，覆铜板行业整体处于高景气周期，市场订单供给紧张，行业需求端支撑力度强劲；上游铜箔、电子玻纤布、树脂等核心原材料价格阶段性上行，行业整体迎来量价齐升的增长机遇”； 2、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 3、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士	2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917;2026-07-23\|229.41\|1.22\|231.00\|247.75\|224.33\|84052;2026-07-24\|223.66\|-2.51\|225.49\|232.00\|219.00\|53262;2026-07-27\|239.80\|7.22\|226.00\|242.18\|222.00\|63645;2026-07-28\|214.16\|-10.69\|229.64\|238.76\|211.21\|66830;2026-07-29\|213.27\|-0.42\|216.16\|229.86\|200.05\|84644;2026-07-30\|199.30\|-6.55\|209.00\|216.58\|192.00\|82258;2026-07-31\|218.00\|9.38\|228.89\|233.88\|216.90\|88036;2026-08-03\|206.00\|-5.50\|213.36\|220.79\|202.15\|62291;2026-08-04\|236.05\|14.59\|208.00\|237.49\|203.14\|93504;2026-08-05\|252.16\|6.82\|226.00\|260.02\|226.00\|84907;2026-08-06\|259.64\|2.97\|245.00\|269.98\|240.58\|81358;2026-08-07\|302.55\|16.53\|260.00\|311.00\|260.00\|113289;2026-08-10\|303.02\|0.16\|298.99\|308.06\|281.23\|103578;2026-08-11\|285.00\|-5.95\|289.00\|298.47\|279.01\|90451;2026-08-12\|297.27\|4.31\|284.40\|306.30\|284.40\|83091;2026-08-13\|283.59\|-4.60\|305.00\|308.00\|282.99\|87230;2026-08-14\|309.00\|8.96\|286.88\|311.00\|286.60\|90259;2026-08-17\|315.50\|2.10\|318.27\|323.99\|305.27\|76551;2026-08-18\|311.50\|-1.27\|318.00\|318.80\|305.21\|51484;2026-08-19\|278.50\|-10.59\|292.04\|304.99\|275.50\|77453;2026-08-20\|282.00\|1.26\|286.33\|296.66\|273.50\|56604;2026-08-21\|289.83\|2.78\|279.00\|298.60\|277.89\|54527;2026-08-24\|278.20\|-4.01\|288.88\|289.49\|267.03\|46600;2026-08-25\|288.87\|3.84\|273.45\|297.36\|271.00\|62366;2026-08-26\|283.95\|-1.70\|288.00\|289.88\|274.25\|45219;2026-08-27\|294.20\|3.61\|291.55\|301.98\|284.38\|68091;2026-08-28\|292.30\|-0.65\|294.18\|310.55\|291.86\|66766;2026-08-31\|317.61\|8.66\|278.00\|317.61\|278.00\|88749;2026-09-01\|290.00\|-8.69\|311.00\|313.99\|285.61\|68761;2026-09-02\|291.52\|0.52\|279.00\|299.80\|279.00\|44111;2026-09-03\|283.02\|-2.92\|297.00\|297.00\|277.31\|43424;2026-09-04\|267.14\|-5.61\|285.85\|294.93\|262.74\|55528;2026-09-07\|287.85\|7.75\|274.00\|291.27\|269.00\|60513;2026-09-08\|284.71\|-1.09\|288.68\|295.98\|282.00\|48435;2026-09-09\|291.65\|2.44\|291.98\|304.90\|288.17\|49285;2026-09-10\|309.59\|6.15\|288.01\|314.85\|288.00\|66003;2026-09-11\|327.07\|5.65\|304.97\|334.97\|295.28\|84247;2026-09-14\|329.33\|0.69\|315.97\|339.00\|311.88\|68273;2026-09-15\|344.30\|4.55\|329.33\|359.00\|329.33\|73850;2026-09-16\|346.60\|0.67\|344.52\|349.00\|333.33\|55155;2026-09-17\|317.37\|-8.43\|344.00\|345.88\|316.30\|87672;2026-09-18\|316.31\|-0.33\|324.00\|325.00\|305.75\|78598;2026-09-21\|322.96\|2.10\|319.89\|330.00\|315.50\|61722;2026-09-22\|312.90\|-3.11\|327.00\|335.33\|308.86\|77569;2026-09-23\|309.50\|-1.09\|312.14\|317.63\|306.80\|52269;2026-09-24\|295.08\|-4.66\|306.34\|311.96\|294.40\|48212;2026-09-28\|275.40\|-6.67\|291.42\|295.00\|273.00\|43233;2026-09-29\|276.14\|0.27\|275.54\|279.97\|270.78\|36392;2026-09-30\|272.65\|-1.26\|279.02\|284.36\|271.57\|39756;2026-10-08\|276.86\|1.54\|280.83\|299.82\|272.05\|77155;2026-10-09\|257.60\|-6.96\|270.00\|274.00\|247.00\|68517;2026-10-12\|248.41\|-3.57\|255.72\|261.78\|248.00\|43061;2026-10-13\|263.00\|5.87\|242.00\|264.88\|236.01\|60561;2026-10-14\|270.80\|2.97\|269.00\|279.51\|266.96\|68854;2026-10-15\|269.00\|-0.66\|259.53\|279.49\|258.08\|59895;2026-10-16\|258.30\|-3.98\|277.00\|277.77\|255.00\|46550;2026-10-19\|256.00\|-0.89\|257.83\|262.00\|241.83\|45847;2026-10-20\|257.00\|0.39\|256.00\|263.98\|247.30\|40380;2026-10-21\|266.78\|3.81\|262.10\|273.98\|260.80\|50489;2026-10-22\|251.96\|-5.56\|268.19\|268.69\|251.00\|40785;2026-10-23\|244.10\|-3.12\|252.26\|255.81\|223.00\|77637;2026-10-26\|213.60\|-12.49\|235.00\|241.85\|211.50\|75571;2026-10-27\|212.26\|-0.63\|222.00\|227.88\|212.26\|53533;2026-10-28\|228.63\|7.71\|230.00\|235.00\|219.06\|82980;2026-10-29\|206.60\|-9.64\|224.07\|229.00\|206.08\|74385;2026-10-30\|190.76\|-7.67\|189.00\|206.46\|183.08\|76227;2026-11-02\|184.69\|-3.18\|197.99\|198.90\|182.32\|84761;2026-11-03\|158.97\|-13.93\|178.00\|182.98\|157.14\|103089;2026-11-04\|178.36\|12.20\|161.16\|180.48\|151.58\|118923;2026-11-05\|175.52\|-1.59\|170.01\|185.00\|169.20\|95729;2026-11-06\|165.00\|-5.99\|158.41\|168.68\|154.00\|87210;2026-11-09\|164.45\|-0.33\|168.30\|172.95\|156.10\|93262;2026-11-10\|165.37\|0.56\|172.48\|176.98\|164.57\|86502;2026-11-11\|185.98\|12.46\|166.00\|186.66\|165.51\|103121
122911	8月电子布价格现年内最大单月涨幅	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	2026-07-02\|57.35\|-8.58\|58.10\|60.86\|57.21\|527158;2026-07-03\|55.70\|-2.88\|57.00\|58.85\|55.06\|481041;2026-07-06\|57.70\|3.59\|57.04\|59.00\|54.00\|537467;2026-07-07\|57.70\|0.00\|57.00\|60.26\|56.73\|468575;2026-07-08\|53.96\|-6.48\|58.46\|58.88\|53.80\|450550;2026-07-09\|55.31\|2.50\|54.82\|55.69\|52.39\|480281;2026-07-10\|52.38\|-5.30\|55.50\|57.16\|52.38\|445717;2026-07-13\|50.05\|-4.45\|52.43\|53.94\|49.74\|384201;2026-07-14\|51.95\|3.80\|50.06\|52.79\|49.20\|401524;2026-07-15\|48.24\|-7.14\|52.07\|53.00\|48.01\|405843;2026-07-16\|45.65\|-5.37\|46.50\|48.69\|45.00\|363148;2026-07-17\|41.84\|-8.35\|45.76\|45.80\|41.22\|367985;2026-07-20\|37.66\|-9.99\|42.68\|43.11\|37.66\|442419;2026-07-21\|40.68\|8.02\|38.41\|40.83\|34.50\|553283;2026-07-22\|39.11\|-3.86\|40.58\|41.30\|38.88\|356496;2026-07-23\|38.72\|-1.00\|39.30\|40.54\|38.42\|302068;2026-07-24\|37.64\|-2.79\|38.00\|39.08\|37.21\|227359;2026-07-27\|39.20\|4.14\|37.63\|39.22\|36.89\|260145;2026-07-28\|36.10\|-7.91\|38.60\|39.83\|35.82\|393896;2026-07-29\|35.23\|-2.41\|35.90\|36.70\|33.84\|437899;2026-07-30\|33.16\|-5.88\|34.83\|35.48\|32.71\|361451;2026-07-31\|34.12\|2.90\|35.20\|36.42\|34.05\|384640;2026-08-03\|32.92\|-3.52\|33.78\|34.14\|32.64\|299814;2026-08-04\|36.21\|9.99\|33.39\|36.21\|33.22\|379282;2026-08-05\|38.91\|7.46\|35.77\|39.08\|35.70\|544323;2026-08-06\|39.53\|1.59\|38.31\|40.57\|38.12\|455346;2026-08-07\|42.38\|7.21\|39.53\|43.29\|39.33\|509473;2026-08-10\|41.59\|-1.86\|42.78\|42.99\|40.31\|377602;2026-08-11\|41.30\|-0.70\|41.19\|42.50\|40.55\|310873;2026-08-12\|41.55\|0.61\|41.40\|42.17\|40.84\|243067;2026-08-13\|41.09\|-1.11\|42.28\|43.43\|41.01\|348480;2026-08-14\|42.48\|3.38\|41.84\|42.75\|41.22\|330187;2026-08-17\|44.00\|3.58\|41.54\|44.00\|41.18\|547714;2026-08-18\|42.62\|-3.14\|43.56\|43.88\|42.13\|487194;2026-08-19\|38.36\|-10.00\|41.01\|41.95\|38.36\|535397;2026-08-20\|38.16\|-0.52\|39.08\|39.39\|37.74\|368863;2026-08-21\|38.90\|1.94\|37.74\|39.44\|37.51\|228310;2026-08-24\|37.52\|-3.55\|38.91\|39.00\|36.45\|255423;2026-08-25\|37.31\|-0.56\|36.72\|37.79\|35.86\|215893;2026-08-26\|37.69\|1.02\|37.40\|38.35\|36.67\|190279;2026-08-27\|40.12\|6.45\|37.99\|40.30\|37.73\|330587;2026-08-28\|39.96\|-0.40\|40.00\|41.31\|39.95\|343038;2026-08-31\|40.72\|1.90\|39.06\|41.37\|39.03\|319323;2026-09-01\|38.66\|-5.06\|40.70\|40.79\|38.56\|281589;2026-09-02\|38.93\|0.70\|37.81\|39.46\|37.81\|233634;2026-09-03\|38.30\|-1.62\|39.33\|39.39\|37.76\|176355;2026-09-04\|36.86\|-3.76\|38.40\|39.00\|36.52\|220253;2026-09-07\|38.12\|3.42\|37.09\|38.46\|37.07\|211556;2026-09-08\|38.47\|0.92\|38.18\|38.80\|37.60\|204828;2026-09-09\|38.54\|0.18\|38.58\|39.26\|38.15\|165270;2026-09-10\|38.52\|-0.05\|38.00\|39.49\|37.73\|199193;2026-09-11\|38.06\|-1.19\|37.85\|38.45\|36.71\|219901;2026-09-14\|39.04\|2.57\|37.80\|39.48\|37.01\|258868;2026-09-15\|39.60\|1.43\|38.78\|40.40\|38.78\|335594;2026-09-16\|41.48\|4.75\|40.08\|41.95\|39.60\|537450;2026-09-17\|40.38\|-2.65\|41.05\|42.75\|40.31\|456825;2026-09-18\|41.09\|1.76\|41.34\|41.39\|40.04\|364964;2026-09-21\|41.00\|-0.22\|41.19\|41.87\|40.75\|335503;2026-09-22\|40.58\|-1.02\|41.51\|42.11\|40.31\|344297;2026-09-23\|41.23\|1.60\|40.34\|41.65\|40.34\|301862;2026-09-24\|40.08\|-2.79\|41.02\|42.12\|40.08\|271595;2026-09-28\|36.07\|-10.01\|39.79\|39.80\|36.07\|322220;2026-09-29\|36.08\|0.03\|34.91\|36.36\|34.86\|219442;2026-09-30\|35.67\|-1.14\|36.45\|36.79\|35.52\|157210;2026-10-08\|35.80\|0.36\|36.69\|38.94\|35.40\|388101;2026-10-09\|34.01\|-5.00\|35.36\|35.65\|32.60\|358999;2026-10-12\|33.45\|-1.65\|33.80\|34.10\|32.80\|191039;2026-10-13\|33.60\|0.45\|32.65\|34.06\|31.82\|201122;2026-10-14\|33.14\|-1.37\|33.55\|34.26\|33.01\|135429;2026-10-15\|31.74\|-4.22\|32.38\|32.68\|31.58\|200467;2026-10-16\|31.30\|-1.39\|32.36\|32.49\|31.01\|155251;2026-10-19\|31.10\|-0.64\|31.00\|31.58\|30.03\|158855;2026-10-20\|31.84\|2.38\|30.95\|32.33\|30.78\|152072;2026-10-21\|31.66\|-0.57\|32.09\|32.50\|31.55\|119553;2026-10-22\|30.13\|-4.83\|31.67\|31.89\|30.11\|143936;2026-10-23\|30.60\|1.56\|29.73\|30.70\|28.21\|214380;2026-10-26\|29.42\|-3.86\|30.38\|30.45\|29.23\|148168;2026-10-27\|28.80\|-2.11\|29.91\|30.30\|28.80\|130443;2026-10-28\|29.57\|2.67\|29.33\|30.07\|29.10\|153455;2026-10-29\|28.47\|-3.72\|29.30\|29.80\|28.46\|148607;2026-10-30\|26.60\|-6.57\|27.00\|28.19\|26.40\|257889;2026-11-02\|26.34\|-0.98\|26.70\|27.08\|26.18\|223536;2026-11-03\|25.58\|-2.89\|26.07\|26.82\|25.42\|231166;2026-11-04\|27.41\|7.15\|25.70\|27.60\|25.18\|250099;2026-11-05\|27.90\|1.79\|27.00\|28.53\|26.80\|220921;2026-11-06\|27.26\|-2.29\|26.68\|27.49\|26.50\|171372;2026-11-09\|27.47\|0.77\|27.69\|28.04\|27.16\|134560;2026-11-10\|27.75\|1.02\|27.99\|28.20\|27.65\|127813;2026-11-11\|28.77\|3.68\|27.60\|29.00\|27.51\|166426
122910	8月电子布价格现年内最大单月涨幅	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	2026-07-02\|92.52\|-9.65\|100.00\|100.40\|92.16\|570547;2026-07-03\|96.77\|4.59\|92.52\|98.50\|92.00\|418173;2026-07-06\|95.29\|-1.53\|95.64\|98.68\|90.90\|375214;2026-07-07\|92.43\|-3.00\|94.48\|97.40\|91.00\|267974;2026-07-08\|91.29\|-1.23\|93.44\|94.86\|89.50\|267746;2026-07-09\|95.38\|4.48\|93.61\|95.86\|88.35\|384436;2026-07-10\|98.47\|3.24\|97.99\|100.90\|96.31\|542214;2026-07-13\|96.30\|-2.20\|97.63\|102.38\|95.45\|449176;2026-07-14\|105.24\|9.28\|97.40\|105.93\|97.40\|638488;2026-07-15\|103.03\|-2.10\|105.24\|106.18\|100.14\|427248;2026-07-16\|103.09\|0.06\|99.95\|107.89\|99.10\|404579;2026-07-17\|93.89\|-8.92\|101.09\|101.24\|92.78\|407220;2026-07-20\|90.89\|-3.20\|95.97\|98.00\|86.90\|392878;2026-07-21\|95.60\|5.18\|91.79\|96.38\|81.80\|364533;2026-07-22\|91.41\|-4.38\|95.00\|98.60\|89.91\|238127;2026-07-23\|87.61\|-4.16\|93.23\|96.00\|87.00\|322927;2026-07-24\|88.39\|0.89\|86.86\|91.39\|84.98\|234670;2026-07-27\|93.29\|5.54\|88.00\|93.66\|87.36\|227401;2026-07-28\|83.96\|-10.00\|90.30\|91.21\|83.96\|278297;2026-07-29\|84.50\|0.64\|81.71\|86.00\|79.53\|329156;2026-07-30\|76.05\|-10.00\|83.30\|84.37\|76.05\|339082;2026-07-31\|81.50\|7.17\|82.00\|83.64\|80.82\|275986;2026-08-03\|80.91\|-0.72\|80.31\|82.66\|79.30\|180736;2026-08-04\|89.00\|10.00\|82.89\|89.00\|81.50\|287943;2026-08-05\|91.13\|2.39\|88.11\|94.20\|86.15\|363277;2026-08-06\|93.85\|2.98\|89.00\|96.17\|88.03\|291928;2026-08-07\|101.41\|8.06\|94.95\|103.24\|94.95\|394747;2026-08-10\|98.52\|-2.85\|101.00\|102.00\|96.48\|277448;2026-08-11\|96.67\|-1.88\|96.88\|99.40\|95.53\|197643;2026-08-12\|101.00\|4.48\|98.32\|104.10\|97.77\|340074;2026-08-13\|95.72\|-5.23\|102.50\|104.11\|95.39\|393144;2026-08-14\|95.36\|-0.38\|96.45\|96.70\|94.18\|253078;2026-08-17\|98.50\|3.29\|95.58\|98.58\|93.40\|290116;2026-08-18\|94.77\|-3.79\|98.43\|98.43\|93.00\|291574;2026-08-19\|87.36\|-7.82\|91.00\|93.68\|86.24\|264103;2026-08-20\|87.57\|0.24\|89.00\|90.35\|86.31\|196328;2026-08-21\|89.20\|1.86\|87.57\|89.98\|85.01\|186590;2026-08-24\|87.95\|-1.40\|89.21\|89.88\|84.60\|185725;2026-08-25\|87.44\|-0.58\|86.88\|89.38\|84.88\|165679;2026-08-26\|87.30\|-0.16\|88.00\|88.29\|85.13\|131805;2026-08-27\|89.20\|2.18\|88.78\|90.50\|87.17\|216807;2026-08-28\|89.18\|-0.02\|88.07\|93.52\|87.99\|248713;2026-08-31\|93.30\|4.62\|86.51\|94.52\|86.45\|283107;2026-09-01\|88.22\|-5.44\|93.49\|93.50\|87.56\|226138;2026-09-02\|85.80\|-2.74\|87.19\|87.67\|85.71\|124520;2026-09-03\|84.53\|-1.48\|86.60\|86.90\|83.60\|147306;2026-09-04\|83.29\|-1.47\|85.09\|87.63\|82.48\|169855;2026-09-07\|89.99\|8.04\|84.26\|90.60\|83.47\|280402;2026-09-08\|89.46\|-0.59\|89.77\|92.40\|88.85\|202215;2026-09-09\|92.45\|3.34\|89.98\|92.60\|89.46\|219977;2026-09-10\|91.85\|-0.65\|93.96\|97.00\|91.77\|377255;2026-09-11\|92.65\|0.87\|89.28\|93.60\|88.02\|249322;2026-09-14\|88.24\|-4.76\|90.10\|91.86\|87.31\|232388;2026-09-15\|88.82\|0.66\|88.47\|92.00\|87.80\|162571;2026-09-16\|89.80\|1.10\|88.89\|91.10\|87.69\|172949;2026-09-17\|90.71\|1.01\|89.50\|92.95\|89.20\|247768;2026-09-18\|89.88\|-0.92\|92.78\|93.55\|87.45\|238349;2026-09-21\|90.50\|0.69\|91.32\|93.94\|89.00\|223901;2026-09-22\|89.25\|-1.38\|91.50\|92.67\|89.00\|187776;2026-09-23\|88.19\|-1.19\|88.56\|91.48\|87.85\|191999;2026-09-24\|82.94\|-5.95\|87.10\|87.99\|82.68\|275031;2026-09-28\|79.66\|-3.95\|82.50\|82.71\|78.10\|220309;2026-09-29\|79.95\|0.36\|79.90\|80.58\|78.89\|146221;2026-09-30\|79.55\|-0.50\|81.00\|83.10\|79.45\|155436;2026-10-08\|78.00\|-1.95\|80.50\|82.48\|77.01\|203207;2026-10-09\|74.65\|-4.29\|76.46\|76.76\|70.80\|279483;2026-10-12\|76.48\|2.45\|74.63\|82.12\|74.03\|599841;2026-10-13\|80.53\|5.30\|72.84\|82.00\|72.33\|409343;2026-10-14\|78.00\|-3.14\|80.50\|81.32\|77.92\|261155;2026-10-15\|75.26\|-3.51\|75.00\|77.50\|74.39\|189222;2026-10-16\|74.17\|-1.45\|77.10\|77.66\|73.11\|181660;2026-10-19\|72.70\|-1.98\|73.05\|73.93\|69.30\|193233;2026-10-20\|73.85\|1.58\|72.00\|75.88\|71.48\|174509;2026-10-21\|74.34\|0.66\|75.20\|76.90\|74.00\|151624;2026-10-22\|70.20\|-5.57\|74.00\|74.71\|69.68\|209714;2026-10-23\|70.67\|0.67\|68.53\|70.88\|66.79\|248710;2026-10-26\|67.50\|-4.49\|70.00\|70.55\|67.00\|201977;2026-10-27\|65.52\|-2.93\|68.50\|69.20\|65.00\|135900;2026-10-28\|68.01\|3.80\|66.50\|68.88\|66.50\|177024;2026-10-29\|61.21\|-10.00\|66.00\|66.40\|61.21\|266412;2026-10-30\|55.60\|-9.17\|56.00\|59.00\|55.18\|373792;2026-11-02\|54.06\|-2.77\|55.67\|56.08\|53.60\|360930;2026-11-03\|49.38\|-8.66\|53.00\|53.58\|49.00\|384010;2026-11-04\|52.50\|6.32\|49.63\|52.70\|47.15\|412594;2026-11-05\|50.63\|-3.56\|51.00\|52.02\|49.10\|512334;2026-11-06\|46.68\|-7.80\|46.65\|48.30\|45.95\|328120;2026-11-09\|48.07\|2.98\|47.36\|49.33\|45.28\|356257;2026-11-10\|49.57\|3.12\|49.59\|51.20\|49.31\|304811;2026-11-11\|52.56\|6.03\|49.82\|52.78\|49.31\|314077
122909	8月电子布价格现年内最大单月涨幅	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一，上半年净利润预增68%-78%，受益于高速交换机、AI服务器、高性能计算及智能汽车等应用领域的结构性需求，叠加公司产品结构的持续优化，预计2026年上半年公司营业收入和净利润较上年同期均有较快增长	2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845;2026-09-11\|128.25\|0.26\|126.05\|129.06\|123.61\|439497;2026-09-14\|125.70\|-1.99\|122.28\|128.49\|122.25\|351806;2026-09-15\|125.82\|0.10\|125.70\|130.60\|125.10\|408969;2026-09-16\|127.80\|1.57\|126.49\|129.90\|124.06\|435413;2026-09-17\|123.48\|-3.38\|127.80\|129.36\|123.29\|444465;2026-09-18\|123.50\|0.02\|126.20\|126.66\|119.30\|589582;2026-09-21\|126.00\|2.02\|125.72\|127.60\|123.70\|443346;2026-09-22\|125.14\|-0.68\|128.00\|129.94\|124.66\|440094;2026-09-23\|128.10\|2.37\|124.66\|129.67\|124.11\|619438;2026-09-24\|124.05\|-3.16\|126.61\|128.00\|123.30\|379225;2026-09-28\|117.20\|-5.52\|123.00\|123.75\|116.23\|421237;2026-09-29\|119.07\|1.60\|117.30\|120.18\|115.69\|257705;2026-09-30\|115.93\|-2.64\|119.66\|120.08\|114.50\|303828;2026-10-08\|115.88\|-0.04\|117.50\|123.11\|115.00\|461386;2026-10-09\|112.29\|-3.10\|113.14\|113.50\|106.31\|532365;2026-10-12\|109.62\|-2.38\|110.90\|116.06\|109.10\|365200;2026-10-13\|115.90\|5.73\|104.98\|117.39\|104.58\|598065;2026-10-14\|115.00\|-0.78\|115.50\|119.29\|114.66\|453824;2026-10-15\|116.18\|1.03\|115.00\|118.89\|113.07\|752815;2026-10-16\|113.38\|-2.41\|117.00\|117.77\|110.10\|542044;2026-10-19\|111.75\|-1.44\|112.20\|114.20\|106.06\|453523;2026-10-20\|111.01\|-0.66\|111.87\|114.70\|109.35\|377634;2026-10-21\|114.97\|3.57\|114.26\|118.50\|113.63\|519300;2026-10-22\|106.96\|-6.97\|114.47\|114.97\|106.33\|589889;2026-10-23\|107.06\|0.09\|103.50\|107.95\|99.00\|581685;2026-10-26\|98.90\|-7.62\|104.00\|104.94\|97.84\|561875;2026-10-27\|99.20\|0.30\|100.90\|102.89\|99.17\|451342;2026-10-28\|104.57\|5.41\|102.00\|105.90\|101.70\|539951;2026-10-29\|94.11\|-10.00\|103.32\|103.32\|94.11\|569677;2026-10-30\|87.34\|-7.19\|88.83\|92.99\|85.22\|640442;2026-11-02\|86.05\|-1.48\|89.00\|89.30\|84.03\|638614;2026-11-03\|78.14\|-9.19\|83.47\|84.68\|77.45\|787648;2026-11-04\|85.95\|9.99\|78.20\|85.95\|76.30\|768996;2026-11-05\|81.00\|-5.76\|81.70\|84.83\|78.68\|1043716;2026-11-06\|73.21\|-9.62\|72.91\|76.26\|72.91\|792134;2026-11-09\|77.10\|5.31\|74.49\|79.80\|72.10\|841738;2026-11-10\|81.30\|5.45\|81.64\|84.47\|80.82\|689544;2026-11-11\|89.43\|10.00\|81.30\|89.43\|81.07\|803575
122908	8月电子布价格现年内最大单月涨幅	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	2026-07-02\|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;2026-07-20\|12.76\|-10.01\|14.75\|14.77\|12.76\|404506;2026-07-21\|14.04\|10.03\|12.83\|14.04\|11.48\|741332;2026-07-22\|13.71\|-2.35\|14.00\|14.49\|13.53\|548687;2026-07-23\|13.81\|0.73\|13.93\|14.46\|13.60\|363436;2026-07-24\|13.74\|-0.51\|13.81\|14.33\|13.53\|367817;2026-07-27\|14.25\|3.71\|13.74\|14.26\|13.21\|332828;2026-07-28\|13.17\|-7.58\|13.77\|14.22\|13.05\|317218;2026-07-29\|12.90\|-2.05\|13.12\|13.26\|12.27\|370247;2026-07-30\|11.94\|-7.44\|12.95\|12.95\|11.74\|472786;2026-07-31\|12.35\|3.43\|12.65\|13.13\|12.35\|463802;2026-08-03\|12.22\|-1.05\|12.33\|12.58\|12.14\|318555;2026-08-04\|13.44\|9.98\|12.36\|13.44\|12.31\|443756;2026-08-05\|13.90\|3.42\|13.39\|14.25\|13.22\|550426;2026-08-06\|14.48\|4.17\|13.70\|14.75\|13.65\|514850;2026-08-07\|15.93\|10.01\|14.49\|15.93\|14.49\|434370;2026-08-10\|15.36\|-3.58\|16.48\|16.57\|15.01\|804845;2026-08-11\|15.20\|-1.04\|15.29\|15.58\|14.93\|471709;2026-08-12\|15.62\|2.76\|15.26\|15.72\|15.14\|407368;2026-08-13\|15.31\|-1.98\|15.87\|16.11\|15.31\|420676;2026-08-14\|15.80\|3.20\|15.53\|15.82\|15.35\|339895;2026-08-17\|17.38\|10.00\|16.29\|17.38\|16.01\|595776;2026-08-18\|19.12\|10.01\|18.59\|19.12\|18.14\|982897;2026-08-19\|17.91\|-6.33\|18.57\|19.50\|17.25\|1455073;2026-08-20\|17.54\|-2.07\|17.91\|18.30\|17.21\|810387;2026-08-21\|17.60\|0.34\|17.50\|17.99\|16.80\|592056;2026-08-24\|17.21\|-2.22\|17.20\|17.50\|16.56\|539026;2026-08-25\|17.21\|0.00\|16.57\|17.44\|16.56\|438317;2026-08-26\|16.95\|-1.51\|17.35\|17.35\|16.15\|452692;2026-08-27\|18.42\|8.67\|17.12\|18.49\|16.87\|615160;2026-08-28\|18.13\|-1.57\|18.42\|19.26\|18.05\|575695;2026-08-31\|18.34\|1.16\|17.57\|18.55\|17.50\|398250;2026-09-01\|17.57\|-4.20\|18.26\|18.28\|17.30\|330742;2026-09-02\|16.97\|-3.41\|17.27\|17.47\|16.95\|301717;2026-09-03\|16.84\|-0.77\|17.13\|17.23\|16.45\|311264;2026-09-04\|15.98\|-5.11\|16.84\|17.45\|15.83\|398159;2026-09-07\|17.58\|10.01\|16.20\|17.58\|16.14\|511461;2026-09-08\|17.55\|-0.17\|18.00\|18.13\|17.42\|545455;2026-09-09\|18.16\|3.48\|17.59\|18.52\|17.55\|605207;2026-09-10\|18.98\|4.52\|17.86\|19.12\|17.84\|926359;2026-09-11\|20.88\|10.01\|18.61\|20.88\|18.40\|1169126;2026-09-14\|22.29\|6.75\|20.66\|22.68\|20.02\|1510445;2026-09-15\|22.16\|-0.58\|22.28\|23.28\|22.14\|1194107;2026-09-16\|22.39\|1.04\|22.24\|22.48\|21.60\|803704;2026-09-17\|21.46\|-4.15\|22.38\|22.70\|21.43\|635128;2026-09-18\|21.34\|-0.56\|21.80\|22.08\|20.92\|499476;2026-09-21\|21.61\|1.27\|21.35\|21.90\|21.25\|466463;2026-09-22\|22.62\|4.67\|22.02\|23.76\|21.40\|978572;2026-09-23\|22.23\|-1.72\|22.62\|22.77\|21.94\|655865;2026-09-24\|21.31\|-4.14\|22.10\|22.75\|21.21\|441258;2026-09-28\|19.51\|-8.45\|21.20\|21.25\|19.43\|457890;2026-09-29\|20.53\|5.23\|19.29\|20.82\|19.08\|496992;2026-09-30\|19.35\|-5.75\|20.52\|20.93\|19.35\|351244;2026-10-08\|18.95\|-2.07\|19.35\|20.57\|18.75\|339317;2026-10-09\|17.69\|-6.65\|18.94\|18.94\|17.06\|520209;2026-10-12\|17.42\|-1.53\|17.50\|18.33\|17.15\|411346;2026-10-13\|18.49\|6.14\|16.70\|18.95\|16.50\|556209;2026-10-14\|17.88\|-3.30\|18.49\|18.85\|17.88\|464373;2026-10-15\|17.88\|0.00\|17.19\|18.60\|17.02\|643874;2026-10-16\|16.38\|-8.39\|18.20\|18.40\|16.21\|672025;2026-10-19\|16.39\|0.06\|16.47\|16.65\|15.00\|580007;2026-10-20\|17.50\|6.77\|16.28\|18.03\|16.08\|636265;2026-10-21\|17.21\|-1.66\|17.05\|17.75\|16.98\|541219;2026-10-22\|16.43\|-4.53\|17.33\|17.35\|16.34\|342504;2026-10-23\|16.09\|-2.07\|15.88\|16.26\|14.80\|566678;2026-10-26\|14.88\|-7.52\|15.51\|15.94\|14.85\|533271;2026-10-27\|13.95\|-6.25\|15.10\|15.25\|13.90\|384321;2026-10-28\|14.04\|0.65\|14.23\|14.39\|13.71\|403035;2026-10-29\|12.91\|-8.05\|13.91\|14.06\|12.90\|349573;2026-10-30\|12.33\|-4.49\|12.37\|13.50\|11.91\|506622;2026-11-02\|12.70\|3.00\|12.58\|12.95\|11.98\|423448;2026-11-03\|12.02\|-5.35\|12.60\|12.99\|11.96\|413410;2026-11-04\|12.80\|6.49\|12.12\|12.89\|11.62\|530914;2026-11-05\|12.94\|1.09\|12.49\|13.37\|12.43\|419456;2026-11-06\|12.29\|-5.02\|12.20\|12.60\|11.90\|328181;2026-11-09\|12.65\|2.93\|12.54\|13.04\|12.37\|333409;2026-11-10\|12.99\|2.69\|13.06\|13.18\|12.80\|281632;2026-11-11\|13.56\|4.39\|12.94\|13.66\|12.91\|375792
122907	8月电子布价格现年内最大单月涨幅	铜基新材料+液冷散热+一季报增长行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。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年年报，公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热。据中国电子电路行业协会榜单，公司铜基类专用材料排名蝉联国内第一。 2、据国泰海通证券2026年5月17日研报，AI服务器未来三至五年需求明确，公司铜粉与散热业务为增量核心，维持“增持”评级。 3、据2026年4月29日公告，公司2026年一季度实现营收31.65亿元，同比增长39.70%，归母净利润7816.12万元，同比增长113.91%。	公司铜基新材料产品广泛应用于PCB制造及服务器液冷散热领域，高精密铜基散热片已应用于服务器液冷散热	2026-07-02\|172.83\|-6.17\|180.00\|184.98\|172.01\|39470;2026-07-03\|172.63\|-0.12\|173.40\|179.99\|172.00\|38353;2026-07-06\|161.10\|-6.68\|173.51\|176.99\|161.00\|52473;2026-07-07\|158.10\|-1.86\|166.14\|166.14\|156.00\|37072;2026-07-08\|154.65\|-2.18\|160.00\|161.71\|154.51\|24468;2026-07-09\|156.22\|1.02\|156.99\|157.49\|148.50\|25288;2026-07-10\|149.81\|-4.10\|158.79\|162.58\|149.60\|31765;2026-07-13\|138.40\|-7.62\|148.60\|152.88\|137.24\|37076;2026-07-14\|145.00\|4.77\|138.40\|145.57\|137.34\|34882;2026-07-15\|133.71\|-7.79\|142.00\|147.00\|132.81\|44576;2026-07-16\|128.40\|-3.97\|133.00\|135.15\|126.52\|43424;2026-07-17\|115.56\|-10.00\|128.30\|128.75\|115.56\|53675;2026-07-20\|104.50\|-9.57\|118.89\|118.89\|104.00\|48516;2026-07-21\|114.95\|10.00\|107.00\|114.95\|98.86\|49634;2026-07-22\|119.80\|4.22\|117.40\|126.45\|117.25\|79425;2026-07-23\|121.50\|1.42\|120.99\|124.29\|119.25\|50889;2026-07-24\|121.00\|-0.41\|119.90\|123.80\|117.10\|43799;2026-07-27\|128.73\|6.39\|121.88\|129.20\|119.00\|60651;2026-07-28\|115.86\|-10.00\|124.49\|126.36\|115.86\|58021;2026-07-29\|110.43\|-4.69\|114.00\|115.60\|105.56\|61669;2026-07-30\|99.42\|-9.97\|110.57\|111.74\|99.39\|63595;2026-07-31\|106.71\|7.33\|107.51\|109.36\|105.00\|65196;2026-08-03\|100.16\|-6.14\|106.19\|108.24\|99.01\|51315;2026-08-04\|110.18\|10.00\|102.99\|110.18\|100.20\|43151;2026-08-05\|118.70\|7.73\|109.77\|121.20\|107.97\|70118;2026-08-06\|128.78\|8.49\|117.10\|130.57\|116.00\|84841;2026-08-07\|141.66\|10.00\|128.80\|141.66\|128.18\|97131;2026-08-10\|141.11\|-0.39\|141.65\|144.97\|137.01\|78530;2026-08-11\|136.58\|-3.21\|138.20\|140.77\|134.70\|52846;2026-08-12\|144.47\|5.78\|139.31\|146.50\|135.20\|60300;2026-08-13\|138.99\|-3.79\|144.98\|147.50\|138.00\|53042;2026-08-14\|144.28\|3.81\|140.19\|145.00\|138.52\|44386;2026-08-17\|147.00\|1.89\|145.00\|147.47\|141.94\|42683;2026-08-18\|144.90\|-1.43\|146.53\|148.56\|140.80\|42832;2026-08-19\|130.41\|-10.00\|140.00\|142.32\|130.41\|38877;2026-08-20\|129.90\|-0.39\|130.41\|132.88\|126.91\|43090;2026-08-21\|132.42\|1.94\|131.73\|135.80\|127.80\|41347;2026-08-24\|126.22\|-4.68\|132.79\|133.48\|121.52\|41741;2026-08-25\|127.01\|0.63\|125.10\|129.07\|118.26\|43826;2026-08-26\|126.85\|-0.13\|128.02\|130.00\|124.08\|29716;2026-08-27\|131.95\|4.02\|128.88\|135.00\|125.64\|39992;2026-08-28\|124.00\|-6.03\|131.00\|132.60\|123.84\|46671;2026-08-31\|125.45\|1.17\|119.99\|127.19\|118.00\|38132;2026-09-01\|118.70\|-5.38\|125.45\|126.28\|117.81\|34535;2026-09-02\|118.20\|-0.42\|117.50\|119.45\|115.01\|27380;2026-09-03\|122.85\|3.93\|119.07\|124.44\|116.10\|40769;2026-09-04\|119.21\|-2.96\|125.50\|135.14\|117.21\|108160;2026-09-07\|131.13\|10.00\|120.34\|131.13\|118.00\|98810;2026-09-08\|132.00\|0.66\|131.50\|138.06\|128.57\|94545;2026-09-09\|128.81\|-2.42\|133.89\|138.00\|128.50\|60972;2026-09-10\|126.50\|-1.79\|127.58\|129.33\|124.60\|46114;2026-09-11\|126.01\|-0.39\|123.97\|129.50\|119.80\|52094;2026-09-14\|131.12\|4.06\|124.55\|131.50\|121.11\|48836;2026-09-15\|129.03\|-1.59\|130.00\|134.25\|128.58\|42683;2026-09-16\|132.30\|2.53\|129.03\|133.01\|126.83\|41939;2026-09-17\|130.77\|-1.16\|132.30\|138.21\|130.50\|42900;2026-09-18\|132.58\|1.38\|133.10\|138.72\|129.80\|63148;2026-09-21\|129.88\|-2.04\|132.98\|134.86\|127.16\|50087;2026-09-22\|131.82\|1.49\|130.98\|138.70\|130.84\|71308;2026-09-23\|145.00\|10.00\|131.91\|145.00\|131.58\|74028;2026-09-24\|131.82\|-9.09\|144.23\|144.97\|131.20\|108822;2026-09-28\|118.64\|-10.00\|131.00\|131.00\|118.64\|54529;2026-09-29\|120.20\|1.31\|114.54\|122.80\|114.54\|50910;2026-09-30\|119.85\|-0.29\|121.00\|126.26\|119.19\|47947;2026-10-08\|115.45\|-3.67\|120.45\|122.86\|114.15\|40889;2026-10-09\|108.39\|-6.12\|114.22\|114.88\|103.91\|53747;2026-10-12\|106.39\|-1.85\|107.84\|113.72\|105.21\|50201;2026-10-13\|109.15\|2.59\|103.24\|112.78\|98.56\|53466;2026-10-14\|113.43\|3.92\|110.34\|118.22\|108.15\|72989;2026-10-15\|104.38\|-7.98\|107.50\|109.72\|103.00\|59216;2026-10-16\|102.55\|-1.75\|107.05\|109.00\|102.00\|51342;2026-10-19\|97.48\|-4.94\|102.06\|102.98\|93.50\|42241;2026-10-20\|97.66\|0.18\|97.02\|100.40\|95.35\|35046;2026-10-21\|100.00\|2.40\|99.00\|103.00\|97.67\|41519;2026-10-22\|92.94\|-7.06\|100.00\|101.00\|92.00\|36699;2026-10-23\|94.29\|1.45\|90.40\|95.25\|84.57\|52885;2026-10-26\|88.04\|-6.63\|93.43\|93.43\|87.32\|35077;2026-10-27\|86.58\|-1.66\|89.90\|92.33\|86.30\|36902;2026-10-28\|91.79\|6.02\|88.66\|92.36\|87.64\|37124;2026-10-29\|86.99\|-5.23\|91.80\|92.00\|86.88\|35465;2026-10-30\|83.12\|-4.45\|84.77\|88.60\|80.63\|46243;2026-11-02\|85.05\|2.32\|83.19\|86.90\|81.05\|42420;2026-11-03\|78.63\|-7.55\|83.73\|83.78\|77.50\|40956;2026-11-04\|84.65\|7.66\|78.65\|85.39\|77.06\|48200;2026-11-05\|85.10\|0.53\|82.11\|87.40\|82.00\|36202;2026-11-06\|79.84\|-6.18\|80.00\|82.27\|78.46\|35982;2026-11-09\|79.20\|-0.80\|81.00\|81.42\|78.50\|31616;2026-11-10\|80.63\|1.81\|81.57\|83.86\|80.40\|37396;2026-11-11\|86.07\|6.75\|80.31\|86.50\|80.24\|49299
122906	8月电子布价格现年内最大单月涨幅	PCB+AI服务器+AIPC+分红实施行业原因： 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2026年4月29日年报，公司紧跟AI算力发展趋势，持续提升高层数及高频高速PCB产品研发能力，相关产品已应用于AI服务器及高性能服务器平台。 2、据2026年4月29日年报，在AIPC领域，公司与多家主流PC厂商建立合作关系，围绕高算力平台技术需求进行产品开发并实现稳定供货。 3、据2026年6月11日公告，公司披露2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利3元含税，股权登记日为2026年6月17日。	公司表示有通过供应体系向英伟达提供PCB系列产品，目前正在积极参与英伟达R系列产品的打样和测试工作，主要为GPU相关产品	2026-07-02\|58.02\|-7.95\|61.19\|62.83\|57.66\|75177;2026-07-03\|57.15\|-1.50\|58.14\|59.83\|57.00\|47430;2026-07-06\|56.05\|-1.92\|57.50\|58.84\|55.00\|44831;2026-07-07\|54.43\|-2.89\|55.95\|56.90\|52.18\|64036;2026-07-08\|53.70\|-1.34\|54.99\|55.01\|52.24\|45560;2026-07-09\|56.10\|4.47\|54.63\|56.49\|52.40\|58733;2026-07-10\|54.34\|-3.14\|56.10\|57.40\|54.34\|63653;2026-07-13\|49.96\|-8.06\|53.75\|54.72\|49.70\|62187;2026-07-14\|52.33\|4.74\|49.97\|53.21\|49.48\|79736;2026-07-15\|48.98\|-6.40\|52.35\|53.20\|48.50\|69079;2026-07-16\|47.80\|-2.41\|48.83\|50.33\|46.83\|67087;2026-07-17\|43.02\|-10.00\|48.28\|48.28\|43.02\|81510;2026-07-20\|38.72\|-10.00\|43.92\|44.80\|38.72\|74094;2026-07-21\|42.59\|9.99\|39.78\|42.59\|35.55\|87995;2026-07-22\|43.90\|3.08\|43.44\|45.50\|42.71\|113516;2026-07-23\|44.22\|0.73\|44.80\|45.50\|43.64\|59199;2026-07-24\|45.08\|1.94\|44.00\|46.50\|43.15\|69935;2026-07-27\|46.33\|2.77\|44.60\|46.52\|44.19\|60707;2026-07-28\|42.20\|-8.91\|45.00\|45.50\|41.90\|72837;2026-07-29\|40.78\|-3.36\|42.02\|42.50\|39.19\|65370;2026-07-30\|38.11\|-6.55\|40.36\|41.49\|37.50\|86014;2026-07-31\|39.44\|3.49\|40.83\|41.90\|39.10\|79766;2026-08-03\|40.73\|3.27\|39.00\|41.34\|39.00\|70679;2026-08-04\|44.80\|9.99\|41.40\|44.80\|41.24\|59466;2026-08-05\|47.92\|6.96\|43.50\|49.28\|43.34\|118726;2026-08-06\|50.38\|5.13\|47.30\|51.36\|47.09\|99508;2026-08-07\|55.42\|10.00\|50.10\|55.42\|50.05\|67836;2026-08-10\|55.33\|-0.16\|55.43\|55.98\|54.01\|101336;2026-08-11\|55.46\|0.23\|54.85\|56.68\|52.77\|90729;2026-08-12\|57.00\|2.78\|55.85\|57.20\|55.10\|59948;2026-08-13\|55.65\|-2.37\|57.55\|58.33\|55.58\|68691;2026-08-14\|56.75\|1.98\|56.32\|57.19\|55.33\|52474;2026-08-17\|59.16\|4.25\|57.61\|59.16\|56.65\|51018;2026-08-18\|61.30\|3.62\|59.00\|61.46\|58.08\|72639;2026-08-19\|57.47\|-6.25\|59.78\|62.20\|56.30\|89418;2026-08-20\|58.79\|2.30\|58.45\|59.49\|57.00\|53822;2026-08-21\|60.37\|2.69\|58.21\|60.78\|57.33\|54866;2026-08-24\|57.50\|-4.75\|60.30\|60.46\|55.30\|73325;2026-08-25\|56.84\|-1.15\|56.36\|57.77\|54.71\|50259;2026-08-26\|56.77\|-0.12\|57.11\|58.10\|55.88\|38500;2026-08-27\|59.01\|3.95\|56.97\|59.70\|56.58\|50544;2026-08-28\|59.06\|0.08\|58.52\|61.66\|58.41\|49154;2026-08-31\|64.05\|8.45\|58.58\|64.43\|58.20\|84951;2026-09-01\|61.98\|-3.23\|63.82\|63.86\|61.05\|57649;2026-09-02\|61.56\|-0.68\|62.05\|62.60\|60.55\|39578;2026-09-03\|63.43\|3.04\|62.28\|64.66\|61.61\|50362;2026-09-04\|61.00\|-3.83\|64.70\|66.30\|60.30\|55377;2026-09-07\|65.11\|6.74\|62.01\|65.50\|62.00\|91462;2026-09-08\|64.77\|-0.52\|65.66\|67.50\|64.10\|86368;2026-09-09\|71.20\|9.93\|65.41\|71.25\|64.59\|223667;2026-09-10\|70.99\|-0.29\|70.49\|72.17\|68.50\|155508;2026-09-11\|72.49\|2.11\|69.99\|74.44\|69.24\|149818;2026-09-14\|76.54\|5.59\|71.77\|77.07\|70.49\|161602;2026-09-15\|75.55\|-1.29\|75.50\|77.21\|72.91\|135382;2026-09-16\|83.11\|10.01\|77.15\|83.11\|76.20\|104634;2026-09-17\|82.15\|-1.16\|83.11\|84.49\|81.01\|110297;2026-09-18\|84.06\|2.33\|84.01\|87.97\|81.74\|171754;2026-09-21\|84.50\|0.52\|86.70\|87.77\|81.23\|197032;2026-09-22\|88.12\|4.28\|84.50\|90.78\|84.01\|173645;2026-09-23\|90.86\|3.11\|88.32\|91.82\|85.77\|159921;2026-09-24\|86.80\|-4.47\|90.56\|90.99\|86.55\|105852;2026-09-28\|82.80\|-4.61\|87.28\|88.36\|81.51\|122648;2026-09-29\|91.08\|10.00\|82.80\|91.08\|82.72\|89955;2026-09-30\|92.30\|1.34\|94.81\|98.18\|91.53\|154127;2026-10-08\|90.77\|-1.66\|93.27\|97.88\|89.50\|131336;2026-10-09\|89.58\|-1.31\|89.94\|94.51\|84.85\|172486;2026-10-12\|84.16\|-6.05\|89.00\|90.42\|84.01\|136294;2026-10-13\|89.87\|6.78\|80.76\|92.58\|79.23\|179099;2026-10-14\|88.20\|-1.86\|87.97\|92.97\|86.98\|160186;2026-10-15\|86.84\|-1.54\|86.01\|91.41\|84.02\|152310;2026-10-16\|81.87\|-5.72\|87.64\|88.00\|80.11\|152382;2026-10-19\|83.00\|1.38\|81.07\|85.00\|76.84\|114045;2026-10-20\|86.07\|3.70\|82.59\|86.27\|80.51\|98091;2026-10-21\|85.00\|-1.24\|85.14\|88.40\|83.61\|103608;2026-10-22\|80.66\|-5.11\|84.99\|85.11\|79.56\|108454;2026-10-23\|72.59\|-10.01\|74.00\|78.20\|72.59\|158035;2026-10-26\|65.33\|-10.00\|70.00\|71.10\|65.33\|182758;2026-10-27\|59.94\|-8.25\|65.34\|65.98\|59.88\|174620;2026-10-28\|63.10\|5.27\|60.84\|63.11\|58.88\|181474;2026-10-29\|56.79\|-10.00\|61.10\|61.37\|56.79\|56450;2026-10-30\|55.80\|-1.74\|53.00\|59.92\|51.11\|236275;2026-11-02\|55.88\|0.14\|56.64\|58.60\|54.32\|148086;2026-11-03\|52.87\|-5.39\|54.78\|55.98\|51.76\|115378;2026-11-04\|57.30\|8.38\|52.87\|57.65\|50.51\|158560;2026-11-05\|55.40\|-3.32\|56.01\|57.66\|54.00\|98456;2026-11-06\|53.11\|-4.13\|51.96\|54.22\|50.61\|87108;2026-11-09\|58.42\|10.00\|53.47\|58.42\|52.46\|77910;2026-11-10\|59.33\|1.56\|60.00\|61.33\|58.52\|139432;2026-11-11\|65.26\|9.99\|59.34\|65.26\|59.34\|94212
122905	8月电子布价格现年内最大单月涨幅	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|66.64\|-6.00\|69.48\|71.68\|65.88\|507589;2026-07-14\|72.35\|8.57\|66.60\|72.92\|65.31\|507603;2026-07-15\|67.62\|-6.54\|72.29\|74.00\|67.39\|377886;2026-07-16\|60.86\|-10.00\|65.00\|65.88\|60.86\|487919;2026-07-17\|55.85\|-8.23\|59.75\|60.75\|54.77\|620105;2026-07-20\|50.28\|-9.97\|58.01\|59.31\|50.27\|577508;2026-07-21\|53.63\|6.66\|50.94\|54.32\|45.25\|748898;2026-07-22\|50.08\|-6.62\|52.50\|55.24\|49.41\|513938;2026-07-23\|50.10\|0.04\|50.18\|53.18\|49.05\|391437;2026-07-24\|47.22\|-5.75\|48.96\|50.27\|46.90\|362711;2026-07-27\|51.94\|10.00\|47.56\|51.94\|47.21\|458415;2026-07-28\|46.75\|-9.99\|50.00\|50.37\|46.75\|422643;2026-07-29\|43.62\|-6.70\|45.95\|46.69\|42.22\|758999;2026-07-30\|42.33\|-2.96\|43.55\|44.62\|40.48\|687506;2026-07-31\|43.14\|1.91\|46.56\|46.56\|43.06\|676969;2026-08-03\|40.34\|-6.49\|42.80\|43.22\|40.06\|451328;2026-08-04\|44.37\|9.99\|41.05\|44.37\|40.65\|402629;2026-08-05\|48.81\|10.01\|45.16\|48.81\|44.46\|564823;2026-08-06\|51.52\|5.55\|48.76\|52.11\|47.68\|774664;2026-08-07\|56.56\|9.78\|52.10\|56.67\|51.21\|853327;2026-08-10\|56.84\|0.49\|58.82\|59.50\|54.73\|757393;2026-08-11\|56.77\|-0.12\|55.21\|57.97\|53.81\|546115;2026-08-12\|57.00\|0.41\|56.11\|58.90\|56.00\|498751;2026-08-13\|55.76\|-2.18\|57.60\|59.05\|55.50\|515970;2026-08-14\|59.93\|7.48\|55.62\|60.95\|55.54\|606524;2026-08-17\|62.00\|3.45\|60.03\|62.30\|59.43\|542594;2026-08-18\|60.10\|-3.06\|61.00\|63.70\|58.91\|548170;2026-08-19\|54.09\|-10.00\|56.59\|57.30\|54.09\|501587;2026-08-20\|53.59\|-0.92\|53.34\|54.50\|52.25\|527155;2026-08-21\|53.91\|0.60\|53.00\|54.20\|51.69\|345135;2026-08-24\|49.43\|-8.31\|53.85\|54.11\|48.52\|639063;2026-08-25\|49.00\|-0.87\|48.30\|49.67\|46.59\|592293;2026-08-26\|49.94\|1.92\|49.43\|50.39\|47.70\|388224;2026-08-27\|52.48\|5.09\|50.88\|52.79\|49.88\|497294;2026-08-28\|52.41\|-0.13\|52.70\|54.00\|52.00\|454041;2026-08-31\|53.35\|1.79\|50.51\|53.45\|50.50\|379327;2026-09-01\|50.85\|-4.69\|54.40\|54.44\|50.38\|467445;2026-09-02\|50.79\|-0.12\|50.10\|51.87\|49.89\|374028;2026-09-03\|49.77\|-2.01\|51.30\|51.40\|49.18\|314973;2026-09-04\|47.44\|-4.68\|50.80\|50.99\|47.00\|381085;2026-09-07\|50.20\|5.82\|48.47\|50.69\|47.80\|433590;2026-09-08\|49.87\|-0.66\|50.16\|51.37\|49.05\|338767;2026-09-09\|50.53\|1.32\|50.28\|51.43\|49.76\|309171;2026-09-10\|50.85\|0.63\|49.80\|52.00\|49.63\|356142;2026-09-11\|51.52\|1.32\|49.80\|51.69\|48.10\|434396;2026-09-14\|52.79\|2.47\|50.49\|53.92\|49.12\|582719;2026-09-15\|53.77\|1.86\|52.70\|55.38\|52.55\|621451;2026-09-16\|55.88\|3.92\|53.50\|56.17\|52.29\|645037;2026-09-17\|58.69\|5.03\|60.92\|61.47\|58.50\|973859;2026-09-18\|60.22\|2.61\|64.56\|64.56\|57.80\|1125198;2026-09-21\|66.24\|10.00\|59.01\|66.24\|59.00\|1332756;2026-09-22\|62.50\|-5.65\|65.96\|66.24\|61.83\|1129352;2026-09-23\|60.70\|-2.88\|61.41\|63.10\|60.26\|617303;2026-09-24\|57.20\|-5.77\|60.00\|60.96\|57.00\|673556;2026-09-28\|52.74\|-7.80\|56.07\|56.66\|52.22\|473214;2026-09-29\|54.81\|3.92\|52.88\|54.99\|52.25\|464726;2026-09-30\|54.15\|-1.20\|54.90\|55.28\|53.50\|335128;2026-10-08\|52.01\|-3.95\|54.45\|55.60\|51.50\|427002;2026-10-09\|51.80\|-0.40\|52.96\|53.10\|49.24\|497933;2026-10-12\|52.01\|0.41\|52.23\|53.56\|51.41\|492219;2026-10-13\|51.64\|-0.71\|50.00\|53.30\|49.51\|410259;2026-10-14\|46.48\|-9.99\|51.43\|51.63\|46.48\|630565;2026-10-15\|42.50\|-8.56\|41.98\|43.93\|41.96\|723157;2026-10-16\|42.66\|0.38\|43.31\|43.69\|41.77\|472646;2026-10-19\|41.75\|-2.13\|42.01\|42.59\|40.14\|423820;2026-10-20\|41.68\|-0.17\|41.50\|42.94\|41.03\|356175;2026-10-21\|42.36\|1.63\|42.26\|44.01\|41.78\|422209;2026-10-22\|40.17\|-5.17\|42.17\|42.23\|40.15\|383535;2026-10-23\|40.29\|0.30\|39.16\|40.48\|37.20\|580529;2026-10-26\|36.88\|-8.46\|39.20\|39.33\|36.66\|563529;2026-10-27\|35.51\|-3.71\|37.50\|37.74\|35.41\|383079;2026-10-28\|36.69\|3.32\|36.18\|37.19\|36.01\|440689;2026-10-29\|34.54\|-5.86\|36.40\|36.58\|34.53\|348923;2026-10-30\|33.11\|-4.14\|33.57\|35.12\|33.07\|393231;2026-11-02\|33.69\|1.75\|33.46\|34.38\|32.72\|407874;2026-11-03\|32.00\|-5.02\|33.38\|34.03\|31.84\|410591;2026-11-04\|34.76\|8.62\|32.11\|34.88\|31.18\|684868;2026-11-05\|35.21\|1.29\|33.60\|36.40\|33.50\|697653;2026-11-06\|33.10\|-5.99\|33.02\|33.77\|32.32\|512390;2026-11-09\|32.92\|-0.54\|33.59\|33.85\|32.67\|433740;2026-11-10\|33.68\|2.31\|33.61\|34.25\|33.38\|381954;2026-11-11\|35.66\|5.88\|33.61\|35.68\|33.43\|597575
122904	8月电子布价格现年内最大单月涨幅	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064;2026-07-27\|353.44\|6.20\|332.48\|354.88\|331.06\|100102;2026-07-28\|318.10\|-10.00\|340.10\|343.99\|318.10\|94231;2026-07-29\|316.01\|-0.66\|304.73\|319.45\|288.00\|155138;2026-07-30\|284.50\|-9.97\|312.70\|317.00\|284.41\|139251;2026-07-31\|308.00\|8.26\|312.00\|312.95\|304.40\|150173;2026-08-03\|302.31\|-1.85\|303.13\|310.48\|293.88\|93624;2026-08-04\|332.54\|10.00\|308.00\|332.54\|308.00\|105098;2026-08-05\|349.18\|5.00\|330.78\|356.47\|328.00\|144656;2026-08-06\|353.99\|1.38\|340.00\|367.29\|338.08\|107346;2026-08-07\|382.63\|8.09\|359.00\|388.18\|356.00\|139279;2026-08-10\|372.40\|-2.67\|382.62\|383.56\|359.36\|111252;2026-08-11\|380.70\|2.23\|365.71\|395.98\|363.01\|118289;2026-08-12\|385.80\|1.34\|380.70\|394.18\|377.00\|93832;2026-08-13\|377.98\|-2.03\|394.98\|402.88\|377.15\|88684;2026-08-14\|378.00\|0.01\|380.00\|382.57\|371.00\|66701;2026-08-17\|392.90\|3.94\|379.78\|393.99\|377.13\|89762;2026-08-18\|381.85\|-2.81\|393.00\|393.00\|375.80\|80860;2026-08-19\|343.93\|-9.93\|370.00\|372.57\|343.67\|140038;2026-08-20\|345.00\|0.31\|349.06\|353.53\|340.51\|81344;2026-08-21\|358.25\|3.84\|342.98\|362.00\|342.98\|80199;2026-08-24\|343.63\|-4.08\|357.41\|360.98\|334.00\|76183;2026-08-25\|341.00\|-0.77\|339.99\|346.50\|332.00\|76448;2026-08-26\|348.03\|2.06\|343.70\|353.70\|337.05\|73982;2026-08-27\|365.10\|4.90\|359.00\|368.80\|351.44\|96483;2026-08-28\|362.40\|-0.74\|365.10\|380.00\|362.21\|90309;2026-08-31\|369.08\|1.84\|353.20\|370.37\|348.69\|82105;2026-09-01\|354.34\|-3.99\|368.00\|368.01\|350.38\|58852;2026-09-02\|348.39\|-1.68\|348.00\|353.81\|345.01\|39283;2026-09-03\|341.54\|-1.97\|353.58\|354.88\|340.01\|48352;2026-09-04\|331.80\|-2.85\|345.00\|352.50\|328.21\|64977;2026-09-07\|364.98\|10.00\|338.00\|364.98\|336.00\|92409;2026-09-08\|382.50\|4.80\|375.37\|393.77\|370.01\|132996;2026-09-09\|383.30\|0.21\|386.30\|391.66\|380.00\|75650;2026-09-10\|392.31\|2.35\|380.14\|397.87\|377.00\|83110;2026-09-11\|396.68\|1.11\|388.41\|400.33\|384.59\|90046;2026-09-14\|389.13\|-1.90\|388.21\|400.31\|384.00\|77424;2026-09-15\|389.72\|0.15\|390.06\|404.50\|388.17\|75943;2026-09-16\|392.50\|0.71\|391.84\|400.51\|384.57\|74723;2026-09-17\|383.68\|-2.25\|394.46\|397.27\|382.26\|72452;2026-09-18\|384.50\|0.21\|389.01\|391.90\|368.50\|97625;2026-09-21\|395.02\|2.74\|392.19\|405.55\|390.08\|77832;2026-09-22\|400.00\|1.26\|410.00\|422.88\|398.10\|94067;2026-09-23\|414.77\|3.69\|399.02\|424.04\|398.03\|108665;2026-09-24\|394.50\|-4.89\|414.77\|415.92\|392.32\|69492;2026-09-28\|370.98\|-5.96\|390.21\|393.50\|368.83\|76664;2026-09-29\|375.60\|1.25\|371.07\|378.57\|365.01\|59659;2026-09-30\|373.01\|-0.69\|378.00\|379.98\|367.70\|54175;2026-10-08\|368.02\|-1.34\|379.07\|393.53\|363.98\|89808;2026-10-09\|347.25\|-5.64\|360.01\|361.45\|331.32\|109839;2026-10-12\|327.78\|-5.61\|345.00\|353.53\|326.00\|84120;2026-10-13\|337.24\|2.89\|315.01\|340.55\|309.24\|84255;2026-10-14\|337.00\|-0.07\|337.01\|353.39\|333.99\|86487;2026-10-15\|318.80\|-5.40\|335.14\|335.17\|316.00\|85364;2026-10-16\|309.99\|-2.76\|322.32\|326.80\|306.00\|100870;2026-10-19\|302.17\|-2.52\|307.07\|309.00\|289.00\|99362;2026-10-20\|300.99\|-0.39\|300.12\|311.99\|294.71\|72473;2026-10-21\|305.60\|1.53\|304.00\|314.23\|302.00\|78996;2026-10-22\|284.30\|-6.97\|305.74\|307.28\|283.00\|87845;2026-10-23\|282.98\|-0.46\|275.00\|285.00\|262.65\|123991;2026-10-26\|267.51\|-5.47\|280.95\|280.95\|265.10\|110890;2026-10-27\|260.01\|-2.80\|275.55\|277.00\|258.88\|65802;2026-10-28\|280.04\|7.70\|265.00\|281.00\|263.88\|105136;2026-10-29\|253.80\|-9.37\|274.06\|277.00\|253.50\|91557;2026-10-30\|233.00\|-8.20\|243.28\|247.97\|232.30\|106200;2026-11-02\|227.88\|-2.20\|235.00\|236.90\|225.50\|112311;2026-11-03\|205.09\|-10.00\|221.51\|222.00\|205.09\|136269;2026-11-04\|225.60\|10.00\|207.03\|225.60\|200.61\|152960;2026-11-05\|216.00\|-4.26\|220.58\|225.70\|211.33\|150606;2026-11-06\|199.92\|-7.44\|196.06\|206.06\|194.40\|160067;2026-11-09\|203.50\|1.79\|205.00\|210.81\|194.05\|118852;2026-11-10\|208.20\|2.31\|213.17\|215.99\|207.07\|103255;2026-11-11\|229.02\|10.00\|208.17\|229.02\|208.17\|128869
122903	8月电子布价格现年内最大单月涨幅	高阶HDI+AI算力硬件+半年度业绩预增行业原因： 7月15日，国家互联网信息办公室发布公告，7款手机端侧生成式人工智能服务完成备案。其中，由苹果申报的“Apple智能”已于7月8日正式通过备案。与苹果同批通过备案的，还包括华为小艺、vivo蓝心、小米澎湃及努比亚豆包大模型等主流手机厂商的端侧AI产品。公司原因： 1、据2026年7月14日公告，公司预计2026年半年度实现归母净利润4.8亿元到5.9亿元，同比增加100.12%到145.98%，主要因全资子公司竞拍取得江西志浩100%股权并纳入合并报表，确认营业外收入约3.02亿元。 2、据2026年6月29日互动易，公司长期深耕手机领域高阶HDI业务，相关产品已批量供货全球多家头部智能手机厂商，并积极配合各大手机品牌AI新机的研发迭代与项目认证。 3、据2026年6月18日互动易，公司1.6T光模块PCB产品正常生产中，AI服务器PCB处于客户验证阶段，IC载板业务持续深化与优质客户合作并稳步扩大供货规模。	2026-04上市	2026-07-02\|96.65\|-7.68\|99.63\|107.54\|96.51\|225675;2026-07-03\|97.90\|1.29\|95.89\|101.50\|93.48\|184006;2026-07-06\|94.92\|-3.04\|98.81\|102.86\|92.90\|150697;2026-07-07\|89.74\|-5.46\|94.86\|97.12\|87.91\|138876;2026-07-08\|86.39\|-3.73\|89.74\|90.80\|84.05\|102067;2026-07-09\|93.80\|8.58\|89.00\|94.32\|87.28\|167903;2026-07-10\|91.05\|-2.93\|94.00\|99.93\|91.05\|179290;2026-07-13\|87.85\|-3.51\|89.74\|92.50\|86.57\|128304;2026-07-14\|94.50\|7.57\|87.28\|94.84\|86.00\|162936;2026-07-15\|85.05\|-10.00\|94.00\|94.20\|85.05\|158907;2026-07-16\|91.45\|7.53\|79.56\|93.56\|76.55\|265928;2026-07-17\|82.31\|-9.99\|86.95\|86.97\|82.31\|125557;2026-07-20\|74.08\|-10.00\|80.20\|80.89\|74.08\|117072;2026-07-21\|77.00\|3.94\|71.06\|77.99\|66.67\|169338;2026-07-22\|83.82\|8.86\|75.00\|84.70\|75.00\|275719;2026-07-23\|89.04\|6.23\|84.83\|92.20\|83.50\|251925;2026-07-24\|84.09\|-5.56\|86.05\|92.01\|83.00\|190148;2026-07-27\|92.50\|10.00\|82.39\|92.50\|82.30\|189590;2026-07-28\|88.55\|-4.27\|90.05\|98.37\|87.00\|230568;2026-07-29\|94.56\|6.79\|88.26\|95.20\|84.21\|233398;2026-07-30\|85.10\|-10.00\|91.55\|92.99\|85.10\|178760;2026-07-31\|85.39\|0.34\|89.72\|92.00\|84.98\|163869;2026-08-03\|79.67\|-6.70\|82.69\|84.26\|79.20\|116181;2026-08-04\|87.64\|10.00\|80.90\|87.64\|79.75\|167033;2026-08-05\|91.55\|4.46\|86.95\|93.66\|86.70\|221870;2026-08-06\|95.98\|4.84\|90.03\|97.06\|89.00\|219170;2026-08-07\|105.58\|10.00\|95.20\|105.58\|95.15\|190709;2026-08-10\|102.66\|-2.77\|106.78\|107.69\|99.09\|256005;2026-08-11\|99.31\|-3.26\|101.64\|104.06\|99.14\|140113;2026-08-12\|99.77\|0.46\|101.00\|101.00\|97.73\|142507;2026-08-13\|96.03\|-3.75\|101.00\|101.21\|95.95\|171142;2026-08-14\|97.33\|1.35\|96.85\|98.60\|96.00\|114455;2026-08-17\|99.67\|2.40\|97.10\|99.78\|96.49\|159133;2026-08-18\|94.81\|-4.88\|98.68\|99.57\|94.00\|162860;2026-08-19\|86.60\|-8.66\|90.05\|92.48\|85.87\|123215;2026-08-20\|87.00\|0.46\|88.91\|90.05\|86.15\|98866;2026-08-21\|87.25\|0.29\|86.00\|88.76\|85.34\|77270;2026-08-24\|86.24\|-1.16\|87.17\|87.39\|83.18\|84701;2026-08-25\|87.04\|0.93\|83.55\|88.27\|81.80\|99313;2026-08-26\|86.35\|-0.79\|89.00\|89.00\|85.04\|87963;2026-08-27\|89.45\|3.59\|86.90\|89.99\|86.30\|123012;2026-08-28\|86.34\|-3.48\|88.20\|89.85\|86.33\|103454;2026-08-31\|94.97\|10.00\|83.03\|94.97\|82.81\|215388;2026-09-01\|91.61\|-3.54\|94.01\|94.18\|90.30\|158150;2026-09-02\|87.88\|-4.07\|91.14\|92.80\|87.82\|108088;2026-09-03\|87.67\|-0.24\|88.99\|89.19\|86.31\|75695;2026-09-04\|85.29\|-2.71\|88.36\|89.50\|84.88\|91038;2026-09-07\|89.35\|4.76\|86.86\|91.18\|85.88\|114654;2026-09-08\|87.38\|-2.20\|88.62\|90.50\|86.50\|101849;2026-09-09\|88.02\|0.73\|88.50\|89.50\|86.66\|90039;2026-09-10\|87.00\|-1.16\|85.94\|89.30\|85.70\|78445;2026-09-11\|88.54\|1.77\|84.99\|89.02\|83.20\|115216;2026-09-14\|91.15\|2.95\|86.70\|91.80\|86.58\|128771;2026-09-15\|89.99\|-1.27\|89.84\|93.40\|89.70\|115518;2026-09-16\|91.16\|1.30\|89.46\|92.20\|88.42\|116438;2026-09-17\|88.08\|-3.38\|90.58\|91.73\|88.00\|98250;2026-09-18\|89.30\|1.39\|89.28\|90.59\|87.45\|97598;2026-09-21\|91.60\|2.58\|89.62\|92.38\|88.01\|131722;2026-09-22\|89.80\|-1.97\|93.00\|93.00\|89.41\|112176;2026-09-23\|88.78\|-1.14\|89.00\|89.92\|88.18\|68806;2026-09-24\|85.16\|-4.08\|88.10\|88.27\|85.13\|72326;2026-09-28\|84.07\|-1.28\|85.00\|86.18\|83.66\|54424;2026-09-29\|83.62\|-0.54\|83.40\|84.46\|82.76\|43910;2026-09-30\|78.30\|-6.36\|83.83\|84.18\|77.50\|78552;2026-10-08\|75.11\|-4.07\|77.12\|79.21\|74.10\|80939;2026-10-09\|73.51\|-2.13\|74.10\|74.86\|70.00\|68945;2026-10-12\|73.70\|0.26\|73.51\|75.98\|72.32\|51477;2026-10-13\|76.83\|4.25\|71.03\|78.86\|69.01\|88818;2026-10-14\|73.04\|-4.93\|75.50\|77.18\|72.50\|59712;2026-10-15\|72.65\|-0.53\|69.51\|74.98\|69.50\|60529;2026-10-16\|70.27\|-3.28\|74.00\|74.45\|69.58\|56064;2026-10-19\|67.88\|-3.40\|69.47\|70.23\|66.81\|50815;2026-10-20\|68.48\|0.88\|68.00\|69.77\|67.13\|47311;2026-10-21\|71.80\|4.85\|68.80\|73.53\|68.06\|81232;2026-10-22\|67.15\|-6.48\|70.89\|71.10\|67.15\|64839;2026-10-23\|66.88\|-0.40\|64.00\|67.45\|61.29\|75378;2026-10-26\|62.80\|-6.10\|65.28\|65.70\|62.61\|50419;2026-10-27\|62.93\|0.21\|63.99\|64.97\|62.83\|51097;2026-10-28\|64.33\|2.22\|64.28\|65.23\|63.26\|65792;2026-10-29\|59.92\|-6.86\|63.59\|63.80\|59.92\|67167;2026-10-30\|60.26\|0.57\|58.36\|62.88\|57.78\|87670;2026-11-02\|60.31\|0.08\|60.50\|61.27\|58.87\|55022;2026-11-03\|57.08\|-5.36\|59.01\|60.37\|56.57\|62390;2026-11-04\|60.99\|6.85\|57.50\|61.50\|56.31\|95949;2026-11-05\|61.92\|1.52\|59.58\|63.46\|59.18\|89352;2026-11-06\|59.25\|-4.31\|58.60\|60.67\|58.52\|53100;2026-11-09\|60.26\|1.70\|60.20\|61.43\|59.46\|47589;2026-11-10\|61.17\|1.51\|61.89\|62.20\|60.75\|46335;2026-11-11\|62.80\|2.66\|60.40\|63.30\|60.37\|90281
122902	8月电子布价格现年内最大单月涨幅	覆铜板+AI算力+定增扩产行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月10日公告，公司拟向特定对象发行股票募集资金总额不超过12亿元，用于“年产1200万张高等级覆铜板项目”及补充流动资金，目前该事项正在积极推进中。 2、据2025年年报及2026年定增预案，公司主营覆铜板，明确将AI算力赛道纳入重点战略布局；高速覆铜板产品涵盖Very low-loss至Extreme low-loss等级，已在AI服务器主板、光模块等场景实现批量应用。 3、据2025年年报及2026年定增预案，公司是国内覆铜板行业前列厂商，全球市占率约2.9%，产品覆盖5G通信、AI服务器、汽车电子等领域。	公司已将AI算力赛道纳入五年战略重点，Extreme Low-loss等级覆铜板已批量供货AI服务器、交换机、数据中心等核心场景；上半年净利同比预增263.26%—380.44%，报告期内，覆铜板行业需求持续提升，公司积极开拓市场，适时产能扩张实现量价齐升；积极有效应对供应链供需持续偏紧的格局，并通过实现高速产品销售增长、持续改善产品结构等，提升产品毛利率，提高盈利水平	2026-07-02\|196.00\|-7.94\|208.07\|211.00\|192.43\|128594;2026-07-03\|199.99\|2.04\|196.31\|209.71\|190.00\|137313;2026-07-06\|186.53\|-6.73\|203.00\|209.50\|179.99\|142683;2026-07-07\|185.06\|-0.79\|186.00\|193.90\|182.44\|100574;2026-07-08\|177.85\|-3.90\|189.00\|192.06\|176.17\|85015;2026-07-09\|188.66\|6.08\|181.41\|189.90\|177.00\|117667;2026-07-10\|178.80\|-5.23\|189.50\|193.58\|178.00\|122433;2026-07-13\|160.92\|-10.00\|172.00\|179.72\|160.92\|127702;2026-07-14\|177.01\|10.00\|161.72\|177.01\|161.70\|207615;2026-07-15\|173.03\|-2.25\|183.60\|186.50\|170.16\|195885;2026-07-16\|177.00\|2.29\|169.12\|190.33\|166.01\|211575;2026-07-17\|159.30\|-10.00\|178.00\|184.16\|159.30\|200014;2026-07-20\|143.37\|-10.00\|163.00\|163.55\|143.37\|137497;2026-07-21\|148.00\|3.23\|140.51\|149.49\|129.03\|263733;2026-07-22\|138.80\|-6.22\|142.99\|156.45\|136.50\|230843;2026-07-23\|133.55\|-3.78\|141.58\|149.16\|133.13\|160348;2026-07-24\|124.50\|-6.78\|129.78\|135.16\|124.18\|140189;2026-07-27\|135.20\|8.59\|126.24\|136.95\|120.61\|130950;2026-07-28\|121.68\|-10.00\|128.44\|131.66\|121.68\|93877;2026-07-29\|112.42\|-7.61\|118.02\|120.70\|109.51\|182222;2026-07-30\|101.81\|-9.44\|112.65\|113.81\|101.44\|143876;2026-07-31\|107.99\|6.07\|111.99\|111.99\|106.95\|170133;2026-08-03\|98.60\|-8.70\|106.00\|107.45\|97.80\|147901;2026-08-04\|108.46\|10.00\|100.57\|108.46\|98.01\|118418;2026-08-05\|119.31\|10.00\|109.44\|119.31\|107.44\|142831;2026-08-06\|130.00\|8.96\|122.00\|131.24\|122.00\|238822;2026-08-07\|143.00\|10.00\|132.30\|143.00\|132.30\|170183;2026-08-10\|152.00\|6.29\|150.00\|154.80\|141.08\|303429;2026-08-11\|148.00\|-2.63\|147.90\|153.00\|143.26\|206336;2026-08-12\|155.50\|5.07\|147.75\|156.82\|147.75\|188442;2026-08-13\|152.32\|-2.04\|161.99\|167.68\|151.40\|224196;2026-08-14\|167.55\|10.00\|155.10\|167.55\|155.10\|94410;2026-08-17\|184.31\|10.00\|184.31\|184.31\|180.00\|46855;2026-08-18\|184.20\|-0.06\|202.70\|202.70\|182.98\|308374;2026-08-19\|175.00\|-4.99\|174.99\|198.00\|165.78\|404532;2026-08-20\|164.00\|-6.29\|173.47\|173.47\|161.00\|262935;2026-08-21\|172.37\|5.10\|163.38\|180.40\|163.38\|268412;2026-08-24\|165.28\|-4.11\|172.90\|174.99\|160.67\|185460;2026-08-25\|174.65\|5.67\|164.00\|175.00\|163.26\|258071;2026-08-26\|175.35\|0.40\|177.21\|180.79\|165.88\|247398;2026-08-27\|183.39\|4.59\|179.81\|188.88\|172.67\|293636;2026-08-28\|183.60\|0.11\|183.94\|197.77\|182.98\|260782;2026-08-31\|182.50\|-0.60\|178.00\|188.47\|178.00\|230380;2026-09-01\|171.07\|-6.26\|180.91\|181.99\|167.59\|185537;2026-09-02\|181.31\|5.99\|169.46\|184.49\|169.46\|253183;2026-09-03\|180.36\|-0.52\|184.00\|184.98\|173.56\|158636;2026-09-04\|169.17\|-6.20\|183.62\|187.99\|167.50\|173207;2026-09-07\|186.09\|10.00\|174.20\|186.09\|172.64\|205064;2026-09-08\|192.78\|3.60\|191.00\|202.00\|191.00\|266258;2026-09-09\|212.06\|10.00\|196.64\|212.06\|193.50\|225999;2026-09-10\|217.99\|2.80\|212.00\|223.30\|204.28\|251765;2026-09-11\|227.74\|4.47\|216.50\|236.88\|207.80\|264874;2026-09-14\|228.70\|0.42\|221.74\|237.99\|217.42\|214713;2026-09-15\|251.57\|10.00\|239.70\|251.57\|239.70\|99532;2026-09-16\|253.99\|0.96\|260.00\|264.00\|241.00\|274774;2026-09-17\|230.00\|-9.45\|250.00\|253.00\|230.00\|247121;2026-09-18\|226.78\|-1.40\|237.94\|242.80\|220.10\|229093;2026-09-21\|231.70\|2.17\|228.18\|235.89\|226.78\|155663;2026-09-22\|226.50\|-2.24\|237.99\|239.01\|225.52\|162055;2026-09-23\|227.70\|0.53\|229.78\|232.90\|224.50\|135719;2026-09-24\|213.30\|-6.32\|228.60\|231.00\|212.18\|144412;2026-09-28\|204.60\|-4.08\|213.38\|219.20\|202.50\|138173;2026-09-29\|212.00\|3.62\|203.00\|215.20\|201.10\|145376;2026-09-30\|212.66\|0.31\|211.99\|219.77\|205.06\|156580;2026-10-08\|224.25\|5.45\|218.46\|233.00\|212.97\|251387;2026-10-09\|206.46\|-7.93\|215.50\|217.00\|201.83\|225964;2026-10-12\|185.81\|-10.00\|199.46\|201.00\|185.81\|188295;2026-10-13\|193.99\|4.40\|169.75\|195.78\|169.75\|231736;2026-10-14\|202.01\|4.13\|196.99\|209.00\|195.87\|200303;2026-10-15\|190.00\|-5.95\|195.00\|201.79\|190.00\|169723;2026-10-16\|189.99\|-0.01\|196.99\|198.98\|187.37\|138673;2026-10-19\|186.74\|-1.71\|188.90\|190.90\|173.58\|129608;2026-10-20\|192.42\|3.04\|185.50\|197.44\|179.80\|122092;2026-10-21\|202.68\|5.33\|199.00\|206.32\|195.01\|147071;2026-10-22\|189.90\|-6.31\|205.00\|205.50\|187.81\|145949;2026-10-23\|201.65\|6.19\|195.00\|208.89\|176.00\|339217;2026-10-26\|181.49\|-10.00\|185.63\|188.88\|181.49\|88773;2026-10-27\|163.34\|-10.00\|175.20\|177.60\|163.34\|238749;2026-10-28\|163.74\|0.24\|165.00\|170.20\|156.52\|231021;2026-10-29\|147.37\|-10.00\|155.00\|162.00\|147.37\|193252;2026-10-30\|147.29\|-0.05\|138.08\|158.97\|134.33\|245318;2026-11-02\|146.69\|-0.41\|150.08\|152.80\|143.02\|173159;2026-11-03\|132.02\|-10.00\|142.19\|148.54\|132.02\|210553;2026-11-04\|145.22\|10.00\|133.90\|145.22\|130.16\|234648;2026-11-05\|148.13\|2.00\|140.40\|151.60\|139.61\|234783;2026-11-06\|141.60\|-4.41\|134.00\|148.00\|133.42\|187241;2026-11-09\|148.51\|4.88\|143.72\|153.72\|138.70\|166289;2026-11-10\|146.20\|-1.56\|155.10\|157.90\|145.11\|178030;2026-11-11\|158.92\|8.70\|145.48\|160.80\|145.48\|207535
122901	8月电子布价格现年内最大单月涨幅	高速电子树脂+AI算力+超跌反弹行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月16日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”已处于试车阶段，预计于8月上旬完成所有产品的试生产，产品主要应用于AI服务器、高端算力等领域。 2、据2026年7月9日公告，公司预计2026年半年度实现归母净利润3.12亿元左右，同比增长约63.93%，主因是聚焦高速电子树脂核心主业，在增量高端市场实现突破性拓展。 3、据2026年7月24日互动易，公司M10级碳氢树脂目前正有序推进下游客户送样、验证工作；据2026年7月24日互动易，当前公司碳氢树脂订单需求旺盛，产能供给较为紧缺。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158;2026-07-13\|49.49\|-9.38\|54.99\|55.43\|49.19\|650896;2026-07-14\|53.95\|9.01\|49.48\|54.44\|49.04\|805372;2026-07-15\|51.49\|-4.56\|56.00\|56.77\|51.34\|597720;2026-07-16\|48.78\|-5.26\|49.88\|52.24\|48.19\|536197;2026-07-17\|43.90\|-10.00\|48.81\|49.05\|43.90\|638563;2026-07-20\|39.51\|-10.00\|45.10\|45.45\|39.51\|719296;2026-07-21\|43.00\|8.83\|38.75\|43.07\|35.56\|1015723;2026-07-22\|41.39\|-3.74\|42.99\|43.90\|40.85\|629377;2026-07-23\|41.48\|0.22\|41.93\|43.96\|41.03\|564110;2026-07-24\|41.72\|0.58\|41.48\|43.17\|40.30\|546870;2026-07-27\|43.32\|3.84\|41.39\|43.61\|40.64\|600724;2026-07-28\|38.94\|-10.01\|42.00\|42.56\|38.94\|532887;2026-07-29\|36.60\|-6.01\|38.53\|39.04\|35.58\|830926;2026-07-30\|33.26\|-9.13\|36.50\|36.83\|32.94\|772258;2026-07-31\|34.33\|3.22\|35.90\|36.59\|34.20\|742829;2026-08-03\|32.50\|-5.33\|34.33\|34.41\|32.25\|538703;2026-08-04\|35.75\|10.00\|33.00\|35.75\|32.28\|569776;2026-08-05\|39.33\|10.01\|35.70\|39.33\|35.70\|613958;2026-08-06\|41.76\|6.18\|39.33\|43.10\|39.33\|965356;2026-08-07\|45.94\|10.01\|42.39\|45.94\|41.50\|1121555;2026-08-10\|45.38\|-1.22\|47.21\|47.48\|43.60\|1182206;2026-08-11\|47.67\|5.05\|45.16\|49.25\|44.31\|1074819;2026-08-12\|48.40\|1.53\|47.11\|49.10\|47.11\|755088;2026-08-13\|46.92\|-3.06\|49.05\|50.00\|46.66\|764662;2026-08-14\|47.71\|1.68\|46.91\|48.65\|46.69\|622877;2026-08-17\|49.60\|3.96\|48.25\|50.50\|47.80\|812293;2026-08-18\|49.48\|-0.24\|49.58\|50.76\|48.52\|651050;2026-08-19\|45.06\|-8.93\|47.50\|49.38\|44.63\|889791;2026-08-20\|45.72\|1.46\|46.00\|46.88\|45.04\|577478;2026-08-21\|45.73\|0.02\|45.40\|47.17\|45.23\|465655;2026-08-24\|43.72\|-4.40\|45.73\|46.53\|42.26\|531576;2026-08-25\|44.30\|1.33\|42.60\|45.00\|41.30\|488695;2026-08-26\|44.64\|0.77\|44.76\|45.40\|42.98\|435944;2026-08-27\|49.10\|9.99\|45.88\|49.10\|45.15\|791544;2026-08-28\|51.28\|4.44\|50.00\|52.36\|49.73\|927746;2026-08-31\|52.19\|1.77\|50.10\|52.89\|50.09\|779508;2026-09-01\|48.28\|-7.49\|52.20\|52.21\|48.14\|694946;2026-09-02\|47.74\|-1.12\|47.10\|49.16\|47.00\|532114;2026-09-03\|46.36\|-2.89\|48.20\|48.30\|45.77\|482936;2026-09-04\|46.13\|-0.50\|46.82\|49.14\|45.76\|548883;2026-09-07\|49.18\|6.61\|47.26\|49.74\|46.80\|650277;2026-09-08\|47.41\|-3.60\|50.00\|50.00\|47.26\|521583;2026-09-09\|47.17\|-0.51\|47.90\|48.31\|46.71\|345859;2026-09-10\|48.59\|3.01\|46.50\|49.45\|46.04\|590587;2026-09-11\|47.72\|-1.79\|46.97\|48.45\|44.86\|581239;2026-09-14\|48.29\|1.19\|46.92\|48.97\|45.82\|453576;2026-09-15\|49.37\|2.24\|48.00\|50.94\|47.80\|619344;2026-09-16\|54.31\|10.01\|51.11\|54.31\|50.03\|842177;2026-09-17\|52.30\|-3.70\|54.31\|55.50\|52.20\|1057992;2026-09-18\|51.30\|-1.91\|53.40\|53.48\|50.50\|746717;2026-09-21\|52.75\|2.83\|52.05\|53.79\|51.99\|725167;2026-09-22\|52.19\|-1.06\|53.32\|54.34\|51.98\|644010;2026-09-23\|55.00\|5.38\|52.78\|55.98\|52.19\|982378;2026-09-24\|56.44\|2.62\|54.01\|56.88\|53.13\|931966;2026-09-28\|50.80\|-9.99\|55.02\|55.16\|50.80\|711940;2026-09-29\|50.53\|-0.34\|48.99\|52.00\|47.00\|649107;2026-09-30\|48.22\|-4.57\|50.03\|50.48\|48.01\|492896;2026-10-08\|50.92\|5.60\|51.06\|53.04\|49.67\|1111659;2026-10-09\|48.47\|-4.81\|49.18\|50.97\|46.01\|982460;2026-10-12\|45.41\|-6.31\|47.78\|48.01\|45.22\|588565;2026-10-13\|46.10\|1.52\|43.15\|47.21\|42.35\|555566;2026-10-14\|45.35\|-1.63\|45.77\|47.10\|45.23\|416235;2026-10-15\|43.15\|-4.85\|43.47\|45.00\|42.00\|469096;2026-10-16\|42.40\|-1.74\|44.45\|44.52\|42.00\|365893;2026-10-19\|40.89\|-3.56\|42.00\|42.40\|38.50\|510597;2026-10-20\|41.01\|0.29\|40.80\|42.13\|40.10\|324222;2026-10-21\|40.81\|-0.49\|41.63\|42.65\|40.62\|311856;2026-10-22\|38.73\|-5.10\|41.30\|41.30\|38.69\|349142;2026-10-23\|39.06\|0.85\|37.44\|39.22\|35.43\|530432;2026-10-26\|36.00\|-7.83\|38.77\|38.80\|35.70\|441670;2026-10-27\|34.71\|-3.58\|36.66\|37.30\|34.66\|379390;2026-10-28\|37.59\|8.30\|36.75\|38.18\|36.05\|926867;2026-10-29\|34.60\|-7.95\|36.27\|37.40\|34.60\|685675;2026-10-30\|32.91\|-4.88\|32.87\|35.18\|32.00\|604830;2026-11-02\|33.33\|1.28\|33.53\|34.00\|32.08\|532450;2026-11-03\|30.28\|-9.15\|32.42\|33.15\|30.14\|647989;2026-11-04\|33.31\|10.01\|30.54\|33.31\|29.16\|769368;2026-11-05\|34.89\|4.74\|32.50\|36.08\|32.34\|812864;2026-11-06\|33.15\|-4.99\|32.49\|34.11\|31.62\|587457;2026-11-09\|33.70\|1.66\|33.68\|34.97\|32.75\|497968;2026-11-10\|34.09\|1.16\|34.60\|35.19\|33.92\|433273;2026-11-11\|35.21\|3.29\|33.70\|35.81\|33.65\|602782
122900	8月电子布价格现年内最大单月涨幅	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；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 2、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456;2026-09-16\|154.48\|2.82\|151.00\|157.50\|147.33\|645509;2026-09-17\|146.03\|-5.47\|153.00\|157.27\|145.00\|850456;2026-09-18\|143.93\|-1.44\|149.00\|149.60\|139.40\|875139;2026-09-21\|146.27\|1.63\|145.00\|149.99\|143.61\|670534;2026-09-22\|143.45\|-1.93\|149.50\|149.94\|142.62\|607028;2026-09-23\|143.56\|0.08\|143.00\|146.00\|142.02\|416427;2026-09-24\|137.33\|-4.34\|142.60\|142.60\|137.00\|436023;2026-09-28\|131.95\|-3.92\|136.00\|138.50\|130.00\|457069;2026-09-29\|132.98\|0.78\|131.84\|134.52\|129.20\|365030;2026-09-30\|129.96\|-2.27\|133.90\|134.33\|129.13\|353758;2026-10-08\|131.86\|1.46\|131.01\|140.00\|130.07\|729116;2026-10-09\|124.14\|-5.85\|126.70\|127.04\|118.68\|691572;2026-10-12\|120.00\|-3.33\|122.01\|126.28\|119.62\|440758;2026-10-13\|122.54\|2.12\|113.76\|124.00\|112.30\|585640;2026-10-14\|119.63\|-2.37\|122.20\|126.66\|119.00\|455539;2026-10-15\|114.61\|-4.20\|115.00\|119.08\|113.20\|512311;2026-10-16\|114.60\|-0.01\|118.00\|118.77\|112.66\|398501;2026-10-19\|117.63\|2.64\|116.50\|120.18\|111.20\|571920;2026-10-20\|117.23\|-0.34\|117.30\|121.00\|113.63\|559692;2026-10-21\|118.99\|1.50\|119.50\|124.18\|118.01\|601250;2026-10-22\|110.26\|-7.34\|119.00\|119.25\|110.21\|569972;2026-10-23\|110.81\|0.50\|107.68\|111.11\|101.00\|714513;2026-10-26\|100.26\|-9.52\|109.00\|109.49\|99.73\|708634;2026-10-27\|97.61\|-2.64\|102.26\|103.34\|97.60\|492008;2026-10-28\|102.49\|5.00\|102.20\|103.00\|100.00\|567629;2026-10-29\|94.12\|-8.17\|103.28\|103.70\|93.50\|586820;2026-10-30\|87.00\|-7.56\|89.50\|93.06\|85.90\|668606;2026-11-02\|82.08\|-5.66\|88.99\|89.33\|81.00\|930465;2026-11-03\|73.87\|-10.00\|80.00\|80.33\|73.87\|1008648;2026-11-04\|80.88\|9.49\|75.20\|81.20\|70.92\|1180061;2026-11-05\|77.78\|-3.83\|75.90\|80.32\|74.40\|1126607;2026-11-06\|70.49\|-9.37\|71.22\|72.99\|70.00\|983518;2026-11-09\|70.68\|0.27\|70.85\|73.39\|67.57\|944054;2026-11-10\|70.93\|0.35\|73.54\|75.58\|70.74\|1089547;2026-11-11\|76.88\|8.39\|69.14\|77.62\|69.10\|1403751
122899	8月电子布价格现年内最大单月涨幅	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；预计上半年净利润同比增长283%-296%，主要因“消费电子、汽车零部件等传统核心业务经营根基稳固，业绩稳步提升，为公司筑牢稳定盈利基本盘；光模块业务整合效应初步显现，新增产能的爬坡及新客户的导入符合预期，收入与盈利实现较大增长；公司前期布局的数据中心相关产业投资逐步形成收益，有效增厚当期整体利润”	2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769;2026-09-15\|182.82\|-1.24\|185.82\|188.55\|182.51\|476652;2026-09-16\|192.00\|5.02\|183.01\|195.26\|182.50\|614961;2026-09-17\|193.53\|0.80\|192.00\|199.37\|190.01\|593361;2026-09-18\|196.15\|1.35\|197.00\|201.76\|191.00\|707551;2026-09-21\|195.02\|-0.58\|197.00\|200.18\|192.91\|500013;2026-09-22\|198.12\|1.59\|200.04\|208.50\|196.71\|792920;2026-09-23\|193.00\|-2.58\|197.01\|198.56\|192.10\|484861;2026-09-24\|185.99\|-3.63\|192.00\|193.66\|185.60\|399829;2026-09-28\|168.28\|-9.52\|184.08\|184.61\|167.84\|578056;2026-09-29\|171.21\|1.74\|169.01\|172.31\|168.28\|361329;2026-09-30\|167.40\|-2.23\|173.00\|173.00\|166.99\|307524;2026-10-08\|150.66\|-10.00\|154.09\|156.66\|150.66\|540624;2026-10-09\|145.49\|-3.43\|146.88\|147.63\|139.00\|895348;2026-10-12\|135.90\|-6.59\|144.84\|144.98\|135.15\|729422;2026-10-13\|139.75\|2.83\|130.14\|142.30\|130.14\|730375;2026-10-14\|131.41\|-5.97\|138.99\|140.14\|131.10\|565918;2026-10-15\|124.20\|-5.49\|126.97\|128.50\|122.53\|693663;2026-10-16\|122.67\|-1.23\|127.76\|128.27\|121.31\|455996;2026-10-19\|122.15\|-0.42\|122.25\|124.49\|117.20\|460957;2026-10-20\|122.15\|0.00\|122.00\|126.23\|120.00\|487685;2026-10-21\|123.17\|0.83\|125.00\|127.86\|122.36\|505707;2026-10-22\|113.51\|-7.84\|123.19\|123.77\|113.00\|657325;2026-10-23\|114.22\|0.63\|111.00\|115.58\|105.01\|783381;2026-10-26\|105.43\|-7.70\|112.11\|112.73\|103.05\|770364;2026-10-27\|101.09\|-4.12\|108.59\|109.30\|101.06\|542709;2026-10-28\|104.60\|3.47\|103.59\|105.86\|101.21\|603842;2026-10-29\|94.14\|-10.00\|104.65\|104.66\|94.14\|713766;2026-10-30\|86.06\|-8.58\|90.01\|92.37\|86.06\|813576;2026-11-02\|92.20\|7.13\|91.00\|94.67\|89.10\|1292822;2026-11-03\|88.13\|-4.41\|90.24\|94.86\|87.05\|1241585;2026-11-04\|94.33\|7.04\|89.00\|96.90\|81.61\|1988633;2026-11-05\|89.10\|-5.54\|87.80\|92.28\|85.46\|1806274;2026-11-06\|80.19\|-10.00\|80.19\|82.87\|80.19\|1524313;2026-11-09\|81.49\|1.62\|81.63\|84.19\|78.00\|1310891;2026-11-10\|83.69\|2.70\|86.00\|87.00\|83.27\|1239322;2026-11-11\|92.06\|10.00\|84.78\|92.06\|84.46\|1430002
122898	8月电子布价格现年内最大单月涨幅	PCB+高阶HDI+AIPC+定增通过行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司系国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商，部分产品有直接或间接配套人形机器人的研发、生产等	2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966;2026-07-13\|15.97\|-9.98\|17.34\|17.90\|15.97\|725068;2026-07-14\|16.26\|1.82\|15.74\|16.50\|15.20\|766718;2026-07-15\|14.63\|-10.02\|15.94\|16.18\|14.63\|867125;2026-07-16\|13.69\|-6.43\|14.62\|14.81\|13.56\|712948;2026-07-17\|12.32\|-10.01\|13.65\|13.85\|12.32\|530135;2026-07-20\|11.09\|-9.98\|12.28\|12.43\|11.09\|611621;2026-07-21\|11.87\|7.03\|10.91\|12.04\|9.98\|1099424;2026-07-22\|11.99\|1.01\|11.58\|12.85\|11.58\|986523;2026-07-23\|12.05\|0.50\|12.00\|12.70\|11.84\|718717;2026-07-24\|12.17\|1.00\|11.80\|12.76\|11.69\|834726;2026-07-27\|12.42\|2.05\|12.02\|12.46\|11.60\|791858;2026-07-28\|11.79\|-5.07\|12.06\|12.58\|11.72\|670629;2026-07-29\|11.55\|-2.04\|11.79\|11.82\|11.02\|631832;2026-07-30\|10.56\|-8.57\|11.41\|11.55\|10.50\|581276;2026-07-31\|10.85\|2.75\|11.28\|11.51\|10.85\|627853;2026-08-03\|10.73\|-1.11\|10.85\|10.94\|10.60\|369051;2026-08-04\|11.80\|9.97\|10.84\|11.80\|10.76\|358818;2026-08-05\|12.98\|10.00\|12.28\|12.98\|12.15\|466468;2026-08-06\|13.93\|7.32\|13.49\|14.19\|13.37\|1673818;2026-08-07\|15.15\|8.76\|13.70\|15.32\|13.58\|1813811;2026-08-10\|14.82\|-2.18\|14.86\|15.32\|14.47\|1250676;2026-08-11\|14.58\|-1.62\|14.81\|15.00\|14.48\|715532;2026-08-12\|14.97\|2.67\|14.66\|15.12\|14.43\|807467;2026-08-13\|14.66\|-2.07\|15.22\|15.30\|14.66\|737997;2026-08-14\|14.87\|1.43\|14.85\|14.98\|14.53\|533865;2026-08-17\|15.40\|3.56\|15.03\|15.40\|14.90\|806078;2026-08-18\|15.15\|-1.62\|15.30\|15.67\|14.93\|675405;2026-08-19\|13.90\|-8.25\|14.53\|14.89\|13.80\|768878;2026-08-20\|15.29\|10.00\|14.30\|15.29\|13.90\|332540;2026-08-21\|14.86\|-2.81\|15.62\|15.66\|14.23\|970627;2026-08-24\|13.87\|-6.66\|14.67\|14.67\|13.40\|885818;2026-08-25\|13.92\|0.36\|13.65\|14.02\|13.13\|535150;2026-08-26\|13.65\|-1.94\|14.03\|14.09\|13.32\|422187;2026-08-27\|14.52\|6.37\|13.68\|14.95\|13.63\|743376;2026-08-28\|14.38\|-0.96\|14.69\|14.95\|14.36\|647216;2026-08-31\|14.68\|2.09\|14.01\|14.73\|14.00\|511535;2026-09-01\|14.08\|-4.09\|14.70\|14.70\|14.03\|432633;2026-09-02\|13.83\|-1.78\|13.80\|14.01\|13.63\|289980;2026-09-03\|13.74\|-0.65\|13.99\|14.08\|13.50\|327862;2026-09-04\|14.10\|2.62\|13.81\|15.11\|13.81\|1171339;2026-09-07\|15.51\|10.00\|14.50\|15.51\|14.22\|947676;2026-09-08\|17.06\|9.99\|16.90\|17.06\|16.30\|494072;2026-09-09\|16.81\|-1.47\|17.74\|17.97\|16.59\|1845326;2026-09-10\|16.73\|-0.48\|17.01\|17.25\|16.47\|1517917;2026-09-11\|17.08\|2.09\|16.07\|17.88\|16.00\|1867370;2026-09-14\|18.79\|10.01\|16.15\|18.79\|16.13\|1487234;2026-09-15\|18.60\|-1.01\|18.78\|19.79\|18.41\|2055970;2026-09-16\|19.65\|5.65\|18.60\|20.00\|18.60\|1849575;2026-09-17\|20.48\|4.22\|19.64\|21.60\|19.10\|1814217;2026-09-18\|19.89\|-2.88\|20.29\|20.49\|18.78\|1590904;2026-09-21\|19.46\|-2.16\|19.35\|19.89\|19.01\|1338969;2026-09-22\|18.88\|-2.98\|19.66\|19.68\|18.68\|1138150;2026-09-23\|18.60\|-1.48\|18.87\|19.27\|18.30\|846029;2026-09-24\|19.22\|3.33\|18.68\|20.00\|18.68\|1732701;2026-09-28\|17.30\|-9.99\|18.39\|18.98\|17.30\|1107770;2026-09-29\|17.90\|3.47\|16.69\|18.30\|16.68\|1026353;2026-09-30\|16.88\|-5.70\|18.01\|18.02\|16.85\|757147;2026-10-08\|16.40\|-2.84\|16.96\|17.47\|16.23\|581452;2026-10-09\|15.71\|-4.21\|16.01\|16.15\|14.79\|715465;2026-10-12\|14.94\|-4.90\|15.56\|15.65\|14.92\|433775;2026-10-13\|16.43\|9.97\|14.50\|16.43\|14.06\|820669;2026-10-14\|16.55\|0.73\|17.15\|17.49\|16.38\|1352494;2026-10-15\|16.08\|-2.84\|16.49\|17.07\|15.68\|1202937;2026-10-16\|15.39\|-4.29\|16.11\|16.40\|15.20\|898072;2026-10-19\|15.47\|0.52\|15.26\|15.69\|14.10\|749937;2026-10-20\|15.55\|0.52\|15.38\|16.17\|14.94\|734643;2026-10-21\|15.38\|-1.09\|15.70\|15.82\|15.17\|556328;2026-10-22\|14.53\|-5.53\|15.37\|15.51\|14.45\|544197;2026-10-23\|13.77\|-5.23\|13.08\|13.88\|13.08\|882573;2026-10-26\|12.94\|-6.03\|13.36\|13.50\|12.91\|596009;2026-10-27\|12.37\|-4.40\|13.17\|13.28\|12.36\|396111;2026-10-28\|12.80\|3.48\|12.74\|12.97\|12.40\|496205;2026-10-29\|11.89\|-7.11\|12.65\|12.78\|11.80\|442605;2026-10-30\|11.66\|-1.93\|11.46\|12.55\|11.16\|634716;2026-11-02\|12.05\|3.34\|11.86\|12.40\|11.38\|582872;2026-11-03\|11.53\|-4.32\|11.86\|12.38\|11.46\|523908;2026-11-04\|12.05\|4.51\|11.61\|12.13\|11.07\|688141;2026-11-05\|12.29\|1.99\|11.70\|12.50\|11.70\|667897;2026-11-06\|11.82\|-3.82\|11.75\|12.07\|11.41\|426475;2026-11-09\|12.27\|3.81\|12.04\|12.56\|11.93\|580194;2026-11-10\|12.41\|1.14\|12.65\|12.65\|12.30\|495190;2026-11-11\|12.71\|2.42\|12.34\|12.80\|12.29\|558199
122897	8月电子布价格现年内最大单月涨幅	电子布织机+固态电池+高端纺机 1、据2026年6月8日及6月11日异常波动公告及互动易，公司明确“电子布织机”仍处研发阶段，未送样验证，没有订单，研发周期长、难度大，存在无法产业化及盈利的风险，近期不会对业绩产生影响。 2、据2026年5月11日业绩说明会及2025年半年度报告，控股子公司浙江寰润新材料有限公司主要从事固态电池电解质的研发和生产，目前项目筹建进展顺利，公司尝试拓展新增长曲线。 3、据2025年年报及2026年5月11日业绩说明会，公司主营高端纺织机械装备，产品包括转杯纺纱机、剑杆织机等，市占率国内居前，国外收入同比增长32.61%，并已向产业链下游纺纱织布业务延伸。	1、公司电子布织机目前处于研发阶段； 2、公司纺织机器人已完成纱筒抓取与生头关节研发	2026-07-02\|83.31\|-6.79\|85.04\|88.97\|82.03\|59117;2026-07-03\|87.81\|5.40\|84.81\|90.50\|82.98\|64569;2026-07-06\|81.40\|-7.30\|88.00\|88.88\|80.84\|65672;2026-07-07\|84.64\|3.98\|81.00\|87.39\|80.70\|62886;2026-07-08\|78.71\|-7.01\|85.08\|85.50\|78.48\|43064;2026-07-09\|80.43\|2.19\|79.44\|81.29\|75.19\|54867;2026-07-10\|79.13\|-1.62\|81.20\|88.47\|78.01\|96034;2026-07-13\|73.01\|-7.73\|80.59\|80.73\|72.16\|70733;2026-07-14\|75.55\|3.48\|73.94\|80.00\|72.62\|61111;2026-07-15\|70.45\|-6.75\|76.15\|78.54\|70.05\|57809;2026-07-16\|66.26\|-5.95\|69.61\|71.20\|65.60\|55338;2026-07-17\|59.63\|-10.01\|66.37\|66.56\|59.63\|70465;2026-07-20\|53.67\|-9.99\|60.00\|62.00\|53.67\|72042;2026-07-21\|53.55\|-0.22\|52.90\|54.42\|48.30\|116059;2026-07-22\|50.81\|-5.12\|52.80\|54.89\|50.26\|75363;2026-07-23\|51.51\|1.38\|51.54\|55.20\|51.11\|68702;2026-07-24\|49.47\|-3.96\|50.93\|52.29\|48.90\|55844;2026-07-27\|52.70\|6.53\|49.47\|52.75\|48.71\|66756;2026-07-28\|48.18\|-8.58\|52.00\|53.58\|47.97\|52698;2026-07-29\|45.50\|-5.56\|48.90\|50.20\|43.88\|77926;2026-07-30\|40.95\|-10.00\|45.01\|45.87\|40.95\|61701;2026-07-31\|45.05\|10.01\|42.57\|45.05\|41.86\|47585;2026-08-03\|40.91\|-9.19\|44.45\|44.45\|40.55\|116965;2026-08-04\|45.00\|10.00\|41.66\|45.00\|40.60\|56841;2026-08-05\|47.50\|5.56\|45.81\|48.38\|44.55\|116780;2026-08-06\|52.25\|10.00\|47.97\|52.25\|47.93\|77466;2026-08-07\|53.66\|2.70\|54.09\|55.34\|49.90\|166737;2026-08-10\|55.40\|3.24\|54.46\|56.00\|51.11\|161901;2026-08-11\|53.50\|-3.43\|54.02\|54.88\|52.40\|134417;2026-08-12\|55.24\|3.25\|53.23\|55.48\|52.66\|110534;2026-08-13\|55.05\|-0.34\|56.22\|57.73\|54.98\|101445;2026-08-14\|56.05\|1.82\|55.47\|57.25\|53.60\|90614;2026-08-17\|59.41\|5.99\|56.92\|60.44\|56.00\|113392;2026-08-18\|59.57\|0.27\|60.00\|61.45\|58.01\|94493;2026-08-19\|53.85\|-9.60\|57.72\|58.99\|53.61\|86975;2026-08-20\|53.10\|-1.39\|55.00\|55.45\|52.44\|75427;2026-08-21\|53.12\|0.04\|52.27\|55.86\|51.38\|80402;2026-08-24\|51.11\|-3.78\|53.00\|53.00\|49.00\|61421;2026-08-25\|51.45\|0.67\|50.47\|52.97\|49.11\|59464;2026-08-26\|51.30\|-0.29\|51.45\|52.47\|49.40\|48332;2026-08-27\|53.96\|5.19\|51.31\|54.20\|50.89\|62915;2026-08-28\|54.19\|0.43\|53.91\|57.30\|53.43\|88262;2026-08-31\|59.61\|10.00\|52.40\|59.61\|52.40\|65355;2026-09-01\|55.59\|-6.74\|58.33\|59.75\|53.88\|147800;2026-09-02\|56.50\|1.64\|53.97\|56.99\|53.97\|108122;2026-09-03\|54.18\|-4.11\|56.51\|58.45\|53.70\|91918;2026-09-04\|50.80\|-6.24\|54.21\|55.31\|50.22\|82863;2026-09-07\|52.68\|3.70\|51.21\|52.98\|50.62\|66850;2026-09-08\|50.57\|-4.01\|53.00\|53.61\|50.26\|74576;2026-09-09\|53.18\|5.16\|51.33\|55.15\|50.77\|90937;2026-09-10\|52.49\|-1.30\|52.65\|54.25\|51.41\|71479;2026-09-11\|51.13\|-2.59\|51.71\|52.45\|48.80\|68325;2026-09-14\|54.90\|7.37\|50.57\|55.85\|48.73\|100965;2026-09-15\|54.00\|-1.64\|55.64\|56.80\|53.66\|68726;2026-09-16\|55.44\|2.67\|54.00\|55.76\|53.01\|73467;2026-09-17\|55.45\|0.02\|55.46\|58.38\|55.01\|69357;2026-09-18\|54.78\|-1.21\|56.12\|57.25\|53.91\|85235;2026-09-21\|54.01\|-1.41\|54.75\|56.00\|53.92\|74674;2026-09-22\|54.72\|1.31\|54.56\|58.43\|53.86\|104989;2026-09-23\|58.80\|7.46\|55.24\|60.19\|54.62\|171496;2026-09-24\|56.56\|-3.81\|58.24\|60.55\|56.30\|149017;2026-09-28\|50.90\|-10.01\|55.55\|55.75\|50.90\|86440;2026-09-29\|46.46\|-8.72\|48.17\|50.01\|46.22\|142813;2026-09-30\|44.23\|-4.80\|46.70\|46.94\|44.11\|99802;2026-10-08\|42.95\|-2.89\|44.46\|45.36\|42.38\|63183;2026-10-09\|40.70\|-5.24\|43.23\|43.23\|38.88\|78646;2026-10-12\|38.82\|-4.62\|40.64\|40.94\|38.80\|57561;2026-10-13\|39.10\|0.72\|38.35\|39.72\|36.43\|75022;2026-10-14\|37.28\|-4.65\|39.02\|39.50\|37.21\|46355;2026-10-15\|35.06\|-5.95\|36.10\|36.42\|34.88\|57511;2026-10-16\|34.79\|-0.77\|35.99\|36.10\|34.62\|47184;2026-10-19\|34.31\|-1.38\|34.45\|34.87\|32.62\|43888;2026-10-20\|35.33\|2.97\|34.40\|36.41\|34.40\|66910;2026-10-21\|35.60\|0.76\|36.00\|37.00\|35.34\|53226;2026-10-22\|33.72\|-5.28\|35.77\|36.02\|33.50\|45882;2026-10-23\|33.70\|-0.06\|33.05\|34.05\|30.53\|77219;2026-10-26\|32.89\|-2.40\|33.46\|34.04\|32.62\|50070;2026-10-27\|31.45\|-4.38\|33.06\|33.84\|31.44\|44817;2026-10-28\|31.86\|1.30\|32.18\|32.80\|31.30\|61266;2026-10-29\|30.31\|-4.87\|32.00\|32.45\|30.28\|43253;2026-10-30\|28.51\|-5.94\|29.50\|30.78\|28.40\|48574;2026-11-02\|29.39\|3.09\|28.66\|29.72\|27.88\|53852;2026-11-03\|27.88\|-5.14\|29.10\|29.49\|27.60\|45052;2026-11-04\|29.80\|6.89\|27.89\|30.00\|26.86\|68565;2026-11-05\|30.82\|3.42\|29.23\|31.65\|29.00\|51726;2026-11-06\|29.34\|-4.80\|28.90\|29.98\|28.22\|47606;2026-11-09\|29.53\|0.65\|30.30\|30.43\|29.34\|34418;2026-11-10\|30.88\|4.57\|30.40\|31.36\|29.59\|50446;2026-11-11\|32.07\|3.85\|31.01\|32.22\|30.60\|42625
122896	8月电子布价格现年内最大单月涨幅	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	1、公司预计2026年半年度净利润同比增长468.71%-559.71%，因“子公司金宝电子覆铜板及电子铜箔业务扭亏为盈，产品销量及销售价格持续上升”； 2、公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.66\|-4.36\|59.94\|60.50\|54.28\|192735;2026-07-16\|54.25\|-2.53\|53.71\|57.19\|52.50\|163006;2026-07-17\|48.83\|-9.99\|53.34\|53.88\|48.83\|153703;2026-07-20\|43.95\|-9.99\|49.93\|50.10\|43.95\|115188;2026-07-21\|44.20\|0.57\|42.40\|45.26\|39.56\|251753;2026-07-22\|41.05\|-7.13\|43.68\|44.53\|40.30\|245242;2026-07-23\|39.90\|-2.80\|41.78\|42.90\|39.27\|197470;2026-07-24\|37.54\|-5.91\|38.84\|40.09\|37.24\|155056;2026-07-27\|39.66\|5.65\|37.85\|39.80\|36.71\|210601;2026-07-28\|36.55\|-7.84\|38.88\|39.44\|36.00\|142428;2026-07-29\|35.21\|-3.67\|36.50\|36.95\|33.58\|146939;2026-07-30\|31.86\|-9.51\|35.23\|36.03\|31.69\|199279;2026-07-31\|35.05\|10.01\|35.05\|35.05\|33.33\|99118;2026-08-03\|32.51\|-7.25\|34.99\|35.03\|32.17\|246765;2026-08-04\|35.76\|10.00\|33.85\|35.76\|32.18\|142353;2026-08-05\|39.34\|10.01\|37.54\|39.34\|36.09\|187920;2026-08-06\|43.27\|9.99\|40.81\|43.27\|40.81\|177286;2026-08-07\|47.60\|10.01\|47.00\|47.60\|47.00\|44482;2026-08-10\|52.36\|10.00\|52.36\|52.36\|50.53\|237859;2026-08-11\|54.61\|4.30\|53.01\|57.60\|53.01\|553829;2026-08-12\|60.07\|10.00\|54.63\|60.07\|53.49\|364254;2026-08-13\|58.66\|-2.35\|62.00\|62.77\|57.60\|501672;2026-08-14\|60.65\|3.39\|59.59\|60.80\|57.30\|423843;2026-08-17\|62.00\|2.23\|59.79\|62.00\|58.01\|394214;2026-08-18\|57.60\|-7.10\|61.45\|62.35\|56.55\|387243;2026-08-19\|51.85\|-9.98\|55.73\|60.19\|51.84\|425243;2026-08-20\|57.04\|10.01\|53.28\|57.04\|50.02\|385100;2026-08-21\|55.14\|-3.33\|57.00\|57.04\|52.50\|384805;2026-08-24\|57.85\|4.91\|57.83\|58.50\|52.50\|422517;2026-08-25\|55.60\|-3.89\|55.99\|58.45\|53.36\|385390;2026-08-26\|51.90\|-6.65\|54.42\|55.00\|50.92\|349618;2026-08-27\|56.00\|7.90\|52.31\|57.09\|50.23\|518809;2026-08-28\|53.19\|-5.02\|55.76\|56.60\|53.10\|389712;2026-08-31\|52.83\|-0.68\|51.80\|54.42\|51.26\|278678;2026-09-01\|50.05\|-5.26\|53.00\|53.00\|49.10\|263243;2026-09-02\|47.92\|-4.26\|48.96\|49.16\|47.08\|221305;2026-09-03\|47.95\|0.06\|48.65\|48.84\|46.61\|166398;2026-09-04\|45.96\|-4.15\|48.40\|49.77\|45.48\|190619;2026-09-07\|48.01\|4.46\|47.00\|48.87\|46.00\|219288;2026-09-08\|47.47\|-1.12\|47.92\|48.85\|46.30\|190682;2026-09-09\|47.52\|0.11\|48.02\|49.52\|47.08\|231831;2026-09-10\|50.35\|5.96\|46.51\|52.27\|46.51\|479496;2026-09-11\|50.00\|-0.70\|48.50\|51.20\|46.20\|481398;2026-09-14\|54.00\|8.00\|47.91\|55.00\|46.81\|550510;2026-09-15\|54.20\|0.37\|53.95\|56.50\|53.60\|435608;2026-09-16\|55.83\|3.01\|54.76\|56.66\|52.50\|396011;2026-09-17\|54.19\|-2.94\|55.66\|56.18\|53.82\|308734;2026-09-18\|54.24\|0.09\|55.40\|55.89\|53.20\|241970;2026-09-21\|54.11\|-0.24\|54.27\|54.88\|53.03\|205418;2026-09-22\|53.33\|-1.44\|54.77\|55.45\|53.00\|182835;2026-09-23\|53.45\|0.23\|53.02\|54.50\|52.88\|170296;2026-09-24\|49.88\|-6.68\|52.94\|53.28\|49.80\|196346;2026-09-28\|46.42\|-6.94\|49.63\|49.76\|45.62\|173264;2026-09-29\|46.59\|0.37\|45.90\|47.48\|45.58\|117923;2026-09-30\|44.39\|-4.72\|47.15\|47.15\|44.20\|118899;2026-10-08\|43.45\|-2.12\|44.20\|45.73\|43.00\|108180;2026-10-09\|42.03\|-3.27\|43.45\|43.45\|39.51\|141677;2026-10-12\|40.10\|-4.59\|42.01\|42.01\|40.00\|85139;2026-10-13\|41.64\|3.84\|39.19\|43.50\|37.92\|214908;2026-10-14\|45.80\|9.99\|45.80\|45.80\|45.80\|48223;2026-10-15\|46.73\|2.03\|48.00\|49.95\|44.16\|490039;2026-10-16\|42.06\|-9.99\|46.27\|46.85\|42.06\|356308;2026-10-19\|41.66\|-0.95\|40.81\|42.18\|38.88\|297276;2026-10-20\|41.77\|0.26\|40.89\|43.60\|40.50\|236574;2026-10-21\|41.38\|-0.93\|42.13\|42.80\|41.10\|180215;2026-10-22\|38.37\|-7.27\|41.38\|41.46\|38.20\|173576;2026-10-23\|38.39\|0.05\|37.49\|38.75\|35.14\|208517;2026-10-26\|35.12\|-8.52\|37.23\|37.39\|34.98\|183565;2026-10-27\|34.10\|-2.90\|36.55\|38.60\|33.88\|245079;2026-10-28\|35.54\|4.22\|36.15\|37.00\|34.39\|303323;2026-10-29\|33.01\|-7.12\|34.58\|36.21\|33.00\|236087;2026-10-30\|32.74\|-0.82\|31.46\|34.95\|30.71\|261002;2026-11-02\|33.17\|1.31\|33.43\|34.19\|31.79\|218586;2026-11-03\|30.49\|-8.08\|32.51\|33.04\|30.10\|236147;2026-11-04\|33.05\|8.40\|30.44\|33.18\|29.34\|276578;2026-11-05\|32.94\|-0.33\|31.68\|33.73\|31.59\|255716;2026-11-06\|31.70\|-3.76\|31.00\|32.48\|30.31\|182790;2026-11-09\|32.31\|1.92\|32.15\|33.48\|31.47\|176024;2026-11-10\|32.50\|0.59\|33.33\|33.80\|32.32\|146256;2026-11-11\|34.30\|5.54\|32.40\|34.60\|32.32\|224127
122895	美股光通信板块大涨	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328;2026-09-09\|34.12\|4.95\|33.40\|34.39\|33.21\|2644969;2026-09-10\|33.30\|-2.40\|33.70\|33.90\|33.24\|1278551;2026-09-11\|34.49\|3.57\|32.66\|34.56\|32.66\|2655209;2026-09-14\|33.90\|-1.71\|33.84\|34.78\|32.82\|1830675;2026-09-15\|34.53\|1.86\|33.39\|35.18\|33.22\|2348914;2026-09-16\|35.19\|1.91\|34.50\|35.66\|34.28\|2554451;2026-09-17\|36.39\|3.41\|34.90\|36.47\|34.90\|3098079;2026-09-18\|35.98\|-1.13\|36.90\|36.90\|35.32\|2925119;2026-09-21\|36.95\|2.70\|36.10\|37.25\|36.10\|2367453;2026-09-22\|36.88\|-0.19\|37.54\|38.48\|36.50\|2858417;2026-09-23\|35.78\|-2.98\|36.60\|36.78\|35.54\|1703814;2026-09-24\|34.80\|-2.74\|35.70\|36.07\|34.79\|1202576;2026-09-28\|31.32\|-10.00\|34.50\|34.55\|31.32\|2353132;2026-09-29\|31.33\|0.03\|30.76\|31.52\|30.69\|1124262;2026-09-30\|31.13\|-0.64\|31.70\|31.85\|31.00\|850138;2026-10-08\|30.49\|-2.06\|31.21\|31.78\|30.31\|965425;2026-10-09\|30.09\|-1.31\|30.00\|30.34\|28.48\|1490512;2026-10-12\|28.56\|-5.08\|30.10\|30.10\|28.51\|1029294;2026-10-13\|28.72\|0.56\|27.50\|29.18\|27.45\|1080264;2026-10-14\|27.67\|-3.66\|28.40\|29.05\|27.66\|806437;2026-10-15\|26.41\|-4.55\|26.50\|27.05\|26.16\|1127804;2026-10-16\|26.62\|0.80\|27.00\|27.27\|26.33\|1050673;2026-10-19\|28.06\|5.41\|26.66\|28.35\|26.51\|1650508;2026-10-20\|28.24\|0.64\|27.60\|28.69\|27.50\|1427488;2026-10-21\|28.30\|0.21\|28.38\|29.00\|28.21\|1037304;2026-10-22\|27.61\|-2.44\|28.30\|28.43\|27.34\|986178;2026-10-23\|27.93\|1.16\|27.18\|28.10\|26.01\|1331629;2026-10-26\|26.66\|-4.55\|27.49\|27.57\|26.56\|891075;2026-10-27\|25.85\|-3.04\|27.08\|27.23\|25.85\|755954;2026-10-28\|26.65\|3.09\|26.17\|26.83\|25.93\|1018432;2026-10-29\|25.17\|-5.55\|26.39\|26.50\|25.15\|1009555;2026-10-30\|23.17\|-7.95\|24.08\|24.64\|23.16\|1699780;2026-11-02\|23.72\|2.37\|23.75\|24.23\|23.09\|1242145;2026-11-03\|22.48\|-5.23\|23.50\|23.70\|22.36\|1257145;2026-11-04\|24.05\|6.98\|22.70\|24.20\|21.99\|1888565;2026-11-05\|24.22\|0.71\|23.49\|24.97\|23.40\|1618330;2026-11-06\|23.15\|-4.42\|22.80\|23.63\|22.70\|1166213;2026-11-09\|23.56\|1.77\|23.51\|24.23\|23.41\|1183428;2026-11-10\|23.70\|0.59\|24.44\|24.47\|23.61\|998831;2026-11-11\|24.65\|4.01\|23.50\|24.77\|23.40\|1628033
122894	美股光通信板块大涨	800G光模块+AI算力+武汉国资行业原因：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5月6日互动易，公司800G LPO已批量交付北美头部A客户且订单持续追加，1.6T光模块在海外集成商批量出货，国内算力中心800G订单同比显著增长，今明两年海内外需求均呈爆发态势。 2、据2026年3月26日年报及2026年5月15日证券时报，公司800G以上高端光模块Q1销售额同比增长13974%，并建成全球首条3.2T CPO量产线，月产能20万只，已通过微软Azure及英伟达验证。 3、据2025年度报告，公司最终控制人为武汉市国资委，已形成联接、感知、智能制造三大AI赋能业务，光模块年产能超3000万只，位列全球前十。	据央视财经报道，今年以来，公司旗下核心子公司华工正源800G以上光模块出口同比增长超过100倍	2026-07-02\|156.20\|-10.00\|164.84\|164.84\|156.20\|809448;2026-07-03\|153.95\|-1.44\|151.69\|159.86\|149.90\|577387;2026-07-06\|149.70\|-2.76\|156.09\|156.78\|145.50\|486560;2026-07-07\|153.59\|2.60\|149.09\|155.60\|148.01\|487453;2026-07-08\|147.50\|-3.97\|153.00\|154.87\|145.50\|440562;2026-07-09\|159.00\|7.80\|150.00\|159.68\|147.00\|602126;2026-07-10\|158.07\|-0.58\|165.98\|168.98\|157.80\|737614;2026-07-13\|154.24\|-2.42\|155.01\|162.47\|152.18\|562193;2026-07-14\|159.84\|3.63\|152.26\|160.00\|142.50\|729549;2026-07-15\|145.21\|-9.15\|154.36\|154.36\|145.00\|611257;2026-07-16\|130.69\|-10.00\|135.02\|140.00\|130.69\|631248;2026-07-17\|117.62\|-10.00\|128.80\|130.00\|117.62\|639085;2026-07-20\|105.86\|-10.00\|118.00\|119.40\|105.86\|665761;2026-07-21\|113.15\|6.89\|104.90\|114.15\|95.27\|1019681;2026-07-22\|113.51\|0.32\|113.16\|119.51\|112.49\|823559;2026-07-23\|111.91\|-1.41\|113.90\|117.00\|111.19\|471647;2026-07-24\|108.19\|-3.32\|108.03\|112.00\|107.36\|375655;2026-07-27\|111.76\|3.30\|107.52\|111.85\|105.86\|389411;2026-07-28\|100.58\|-10.00\|107.63\|109.52\|100.58\|515133;2026-07-29\|100.26\|-0.32\|100.61\|101.62\|93.90\|643352;2026-07-30\|91.10\|-9.14\|98.01\|99.80\|90.23\|735040;2026-07-31\|95.37\|4.69\|98.48\|99.92\|95.37\|590788;2026-08-03\|93.17\|-2.31\|95.00\|95.83\|92.16\|368786;2026-08-04\|100.65\|8.03\|95.71\|101.80\|95.20\|580696;2026-08-05\|100.43\|-0.22\|93.17\|102.41\|93.17\|1058034;2026-08-06\|103.01\|2.57\|97.32\|106.27\|97.03\|804350;2026-08-07\|106.60\|3.49\|105.00\|108.56\|102.85\|883547;2026-08-10\|103.68\|-2.74\|107.50\|107.82\|101.19\|616771;2026-08-11\|103.80\|0.12\|103.41\|105.83\|101.21\|437708;2026-08-12\|106.32\|2.43\|103.21\|108.28\|102.77\|496091;2026-08-13\|107.04\|0.68\|108.67\|111.68\|106.99\|711114;2026-08-14\|109.79\|2.57\|107.51\|109.98\|106.84\|518675;2026-08-17\|113.66\|3.52\|110.14\|113.80\|108.99\|663435;2026-08-18\|111.95\|-1.50\|113.90\|114.58\|110.23\|503756;2026-08-19\|102.35\|-8.58\|107.48\|108.85\|100.76\|569586;2026-08-20\|104.18\|1.79\|104.07\|105.85\|102.18\|369686;2026-08-21\|106.78\|2.50\|103.71\|108.00\|103.50\|347575;2026-08-24\|103.35\|-3.21\|106.31\|107.37\|100.85\|342303;2026-08-25\|105.27\|1.86\|101.06\|106.49\|100.02\|348942;2026-08-26\|103.80\|-1.40\|105.60\|106.88\|101.63\|310594;2026-08-27\|104.90\|1.06\|102.01\|106.73\|99.00\|660667;2026-08-28\|102.93\|-1.88\|104.95\|107.58\|102.79\|456895;2026-08-31\|104.75\|1.77\|101.04\|104.79\|100.88\|350265;2026-09-01\|101.53\|-3.07\|104.68\|105.71\|100.60\|352981;2026-09-02\|99.30\|-2.20\|100.03\|101.00\|98.54\|284166;2026-09-03\|98.98\|-0.32\|101.05\|101.68\|97.86\|238376;2026-09-04\|95.60\|-3.41\|99.58\|100.86\|94.61\|364688;2026-09-07\|101.91\|6.60\|97.32\|102.08\|96.66\|491754;2026-09-08\|100.53\|-1.35\|102.00\|103.44\|100.22\|325434;2026-09-09\|108.79\|8.22\|108.57\|110.58\|108.10\|1012307;2026-09-10\|105.80\|-2.75\|108.00\|110.68\|105.10\|827074;2026-09-11\|103.88\|-1.81\|105.57\|107.43\|101.04\|600657;2026-09-14\|100.00\|-3.74\|101.97\|102.99\|99.60\|416183;2026-09-15\|100.20\|0.20\|99.84\|102.78\|98.33\|362231;2026-09-16\|105.98\|5.77\|100.20\|107.48\|99.97\|617688;2026-09-17\|105.78\|-0.19\|106.93\|108.60\|105.21\|462794;2026-09-18\|107.80\|1.91\|109.78\|110.00\|106.02\|535951;2026-09-21\|109.51\|1.59\|110.00\|110.69\|107.00\|498607;2026-09-22\|107.09\|-2.21\|111.00\|111.44\|106.53\|519990;2026-09-23\|106.06\|-0.96\|107.14\|107.65\|105.60\|267306;2026-09-24\|102.90\|-2.98\|105.42\|105.63\|102.75\|261601;2026-09-28\|92.61\|-10.00\|102.03\|102.30\|92.61\|596344;2026-09-29\|94.25\|1.77\|92.45\|94.86\|91.95\|306489;2026-09-30\|92.25\|-2.12\|94.99\|94.99\|91.82\|242571;2026-10-08\|86.99\|-5.70\|92.45\|92.80\|86.30\|404678;2026-10-09\|85.97\|-1.17\|86.86\|86.99\|81.50\|403571;2026-10-12\|82.58\|-3.94\|85.00\|86.20\|82.35\|223746;2026-10-13\|83.61\|1.25\|80.29\|84.43\|79.00\|315345;2026-10-14\|80.15\|-4.14\|82.86\|83.92\|80.03\|224336;2026-10-15\|76.27\|-4.84\|77.52\|78.39\|75.36\|339482;2026-10-16\|75.70\|-0.75\|78.39\|78.77\|74.76\|262679;2026-10-19\|75.22\|-0.63\|74.98\|75.99\|72.13\|285590;2026-10-20\|76.20\|1.30\|75.15\|77.52\|74.65\|244658;2026-10-21\|76.66\|0.60\|76.80\|78.31\|76.18\|226524;2026-10-22\|72.65\|-5.23\|76.69\|76.94\|72.63\|282006;2026-10-23\|74.58\|2.66\|70.55\|74.97\|68.27\|419813;2026-10-26\|72.36\|-2.98\|73.91\|74.39\|71.46\|228827;2026-10-27\|69.72\|-3.65\|73.38\|73.80\|69.70\|202063;2026-10-28\|71.95\|3.20\|71.05\|72.55\|70.00\|249189;2026-10-29\|67.30\|-6.46\|71.18\|71.58\|67.28\|301260;2026-10-30\|62.15\|-7.65\|63.76\|66.22\|62.06\|401597;2026-11-02\|63.63\|2.38\|63.05\|64.60\|61.41\|348024;2026-11-03\|59.96\|-5.77\|62.98\|63.77\|59.40\|366379;2026-11-04\|64.87\|8.19\|60.86\|65.35\|58.66\|457572;2026-11-05\|66.54\|2.57\|63.26\|68.84\|63.26\|452364;2026-11-06\|63.26\|-4.93\|61.72\|64.93\|61.68\|334713;2026-11-09\|64.67\|2.23\|64.60\|66.02\|63.87\|251242;2026-11-10\|65.57\|1.39\|66.55\|66.88\|65.37\|244126;2026-11-11\|69.25\|5.61\|65.61\|69.78\|65.61\|460735
122893	美股光通信板块大涨	光通信+机器人+光电集成封测 1、据2026年4月28日公告，公司拟与赛勒光电签署《合作协议》，联合开发光通信模块的光引擎产品。并拟进一步合作，共同投资设立合资公司，主要从事光引擎产品、车载光通信模块、星间光通信模块、OCS、OIO等前沿光通信技术及关键产品的研发、制造及销售以及海外交付的PIC芯片封测及销售等业务。 2、据2025年年度报告，公司光电集成传感器封测业务已在机器人、智能驾驶等场景实现翻倍增长，全年通过20余家客户审厂并批量供货头部客户。 3、据2025年年度报告，公司掌握光电共封、SiPM先进封装等“卡脖子”技术，具备向光通信领域拓展的技术储备，并构建“光电集成封测—光电智能传感器—智能场景解决方案”全链自研体系。	公司拟向上海赛勒光电增资5000万，联合开发光通信模块的光引擎产品	2026-07-02\|25.72\|-5.30\|25.79\|27.00\|25.40\|224890;2026-07-03\|24.85\|-3.38\|25.61\|25.77\|24.27\|228797;2026-07-06\|23.58\|-5.11\|24.79\|25.19\|23.41\|185737;2026-07-07\|22.54\|-4.41\|23.49\|23.63\|22.00\|155157;2026-07-08\|21.53\|-4.48\|22.52\|22.70\|21.28\|153427;2026-07-09\|22.29\|3.53\|21.96\|22.37\|20.70\|173390;2026-07-10\|21.58\|-3.19\|22.50\|23.79\|21.58\|195607;2026-07-13\|19.91\|-7.74\|21.39\|21.84\|19.86\|166311;2026-07-14\|20.92\|5.07\|19.91\|21.28\|19.37\|192402;2026-07-15\|20.15\|-3.68\|21.20\|21.37\|20.07\|120556;2026-07-16\|19.43\|-3.57\|19.85\|20.45\|19.23\|126603;2026-07-17\|17.53\|-9.78\|19.48\|19.65\|17.20\|221296;2026-07-20\|15.51\|-11.52\|18.65\|18.82\|15.12\|216104;2026-07-21\|16.49\|6.32\|15.82\|16.54\|13.51\|270375;2026-07-22\|16.40\|-0.55\|16.26\|17.04\|16.08\|207585;2026-07-23\|16.46\|0.37\|16.49\|16.91\|16.09\|137576;2026-07-24\|16.06\|-2.43\|16.20\|16.64\|15.91\|109175;2026-07-27\|17.13\|6.66\|15.93\|17.13\|15.90\|144865;2026-07-28\|16.35\|-4.55\|17.00\|17.43\|16.24\|150350;2026-07-29\|16.11\|-1.47\|16.35\|16.35\|15.40\|140416;2026-07-30\|14.98\|-7.01\|16.01\|16.15\|14.84\|137688;2026-07-31\|15.89\|6.07\|16.04\|16.86\|15.85\|197751;2026-08-03\|16.01\|0.76\|15.89\|16.30\|15.71\|130953;2026-08-04\|17.62\|10.06\|16.27\|17.81\|16.08\|226723;2026-08-05\|18.05\|2.44\|17.04\|18.23\|16.90\|267278;2026-08-06\|18.63\|3.21\|17.85\|18.86\|17.80\|256206;2026-08-07\|19.17\|2.90\|18.61\|19.38\|18.04\|382947;2026-08-10\|18.71\|-2.40\|19.43\|19.45\|18.38\|249596;2026-08-11\|19.27\|2.99\|18.40\|19.61\|18.21\|253341;2026-08-12\|19.60\|1.71\|19.50\|19.88\|19.04\|158586;2026-08-13\|18.99\|-3.11\|19.88\|19.95\|18.94\|165658;2026-08-14\|19.48\|2.58\|19.35\|19.55\|18.97\|121720;2026-08-17\|20.06\|2.98\|19.79\|20.10\|19.35\|138863;2026-08-18\|19.98\|-0.40\|20.06\|20.51\|19.51\|145941;2026-08-19\|18.05\|-9.66\|19.51\|19.55\|18.00\|151663;2026-08-20\|18.49\|2.44\|18.65\|18.92\|18.15\|119379;2026-08-21\|18.74\|1.35\|18.40\|18.94\|17.96\|105140;2026-08-24\|18.13\|-3.26\|18.89\|18.89\|17.55\|103198;2026-08-25\|18.51\|2.10\|17.70\|18.66\|17.48\|93853;2026-08-26\|17.82\|-3.73\|18.51\|18.56\|17.35\|109655;2026-08-27\|18.46\|3.59\|17.99\|18.72\|17.85\|113192;2026-08-28\|18.06\|-2.17\|18.46\|18.88\|18.00\|86130;2026-08-31\|18.37\|1.72\|17.70\|18.43\|17.60\|84052;2026-09-01\|17.94\|-2.34\|18.45\|18.47\|17.71\|84974;2026-09-02\|17.75\|-1.06\|17.74\|17.98\|17.48\|64218;2026-09-03\|17.63\|-0.68\|17.98\|17.98\|17.38\|90785;2026-09-04\|17.15\|-2.72\|17.71\|18.21\|16.97\|106860;2026-09-07\|19.00\|10.79\|17.57\|19.19\|17.20\|259165;2026-09-08\|18.40\|-3.16\|18.92\|19.38\|18.35\|195552;2026-09-09\|18.57\|0.92\|18.70\|20.24\|18.42\|296217;2026-09-10\|18.04\|-2.85\|18.20\|18.49\|17.99\|161742;2026-09-11\|17.66\|-2.11\|17.61\|18.05\|16.88\|148892;2026-09-14\|17.86\|1.13\|17.53\|18.16\|17.02\|111851;2026-09-15\|17.70\|-0.90\|17.80\|18.16\|17.65\|91300;2026-09-16\|18.95\|7.06\|17.66\|19.28\|17.46\|200581;2026-09-17\|19.02\|0.37\|19.18\|19.86\|18.93\|209291;2026-09-18\|19.07\|0.26\|19.40\|19.45\|18.85\|152594;2026-09-21\|19.89\|4.30\|19.15\|20.10\|19.15\|181135;2026-09-22\|19.25\|-3.22\|20.16\|20.20\|19.12\|164233;2026-09-23\|19.35\|0.52\|19.24\|19.59\|19.18\|106829;2026-09-24\|19.39\|0.21\|19.35\|19.73\|18.90\|144148;2026-09-28\|17.84\|-7.99\|19.17\|19.25\|17.63\|129109;2026-09-29\|18.23\|2.19\|17.65\|18.44\|17.55\|102467;2026-09-30\|17.58\|-3.57\|18.23\|18.32\|17.41\|114836;2026-10-08\|16.71\|-4.95\|17.74\|18.15\|16.52\|108190;2026-10-09\|15.78\|-5.57\|16.60\|16.68\|14.95\|137061;2026-10-12\|15.32\|-2.92\|15.70\|15.80\|15.21\|82156;2026-10-13\|15.98\|4.31\|15.00\|16.20\|14.33\|154259;2026-10-14\|15.89\|-0.56\|16.01\|16.50\|15.62\|99773;2026-10-15\|15.15\|-4.66\|15.33\|15.76\|15.09\|85834;2026-10-16\|14.80\|-2.31\|15.50\|15.58\|14.64\|79938;2026-10-19\|14.65\|-1.01\|14.66\|14.88\|13.97\|76701;2026-10-20\|15.14\|3.34\|14.51\|15.42\|14.43\|88995;2026-10-21\|15.11\|-0.20\|15.25\|15.46\|15.00\|65963;2026-10-22\|14.46\|-4.30\|15.11\|15.24\|14.40\|76929;2026-10-23\|14.76\|2.07\|14.10\|14.82\|13.13\|122697;2026-10-26\|14.24\|-3.52\|14.62\|14.68\|14.09\|71901;2026-10-27\|13.92\|-2.25\|14.50\|14.72\|13.92\|81253;2026-10-28\|14.43\|3.66\|14.15\|14.58\|13.79\|93970;2026-10-29\|13.59\|-5.82\|14.32\|14.40\|13.57\|81067;2026-10-30\|12.80\|-5.81\|13.11\|13.76\|12.76\|115687;2026-11-02\|13.49\|5.39\|13.04\|13.56\|12.61\|105307;2026-11-03\|12.84\|-4.82\|13.30\|13.53\|12.68\|91727;2026-11-04\|13.55\|5.53\|12.88\|13.60\|12.33\|142928;2026-11-05\|14.19\|4.72\|13.49\|14.51\|13.36\|135105;2026-11-06\|13.62\|-4.02\|13.31\|13.96\|13.21\|113560;2026-11-09\|13.65\|0.22\|13.90\|14.12\|13.56\|81715;2026-11-10\|14.47\|6.01\|14.00\|14.67\|13.89\|133485;2026-11-11\|14.67\|1.38\|14.36\|14.71\|14.13\|145530
122892	美股光通信板块大涨	CPO+PCB概念+业绩高增行业原因：美以联合空袭伊朗，中东地缘冲突升级，全球军费扩张预期强化。公司原因： 1、据2026年2月25日互动易，公司已向海外客户交付800G及1.6T光模块自动化组装产品线并获客户充分肯定，国内客户正积极接洽。 2、据2025年11月28日机构调研，AI算力建设需求爆发带动公司锡膏印刷设备验收金额同比大增，2025年度公司预计净利润1.65亿元至2.07亿元，同比增长133.99%至193.55%。 3、据2025年半年度报告，公司锡膏印刷设备技术全球领先，已进入富士康、华为、比亚迪等龙头供应链，国产替代空间明确。据2026年2月25日互动易。公司锡膏印刷设备的工作原理是将PCB裸板上的焊点与钢网开孔对齐，通过刮刀推动锡膏滚动填充钢网孔壁，完成PCB焊点的锡膏填充，钢网与PCB裸板分离，锡膏被印刷定形于焊点上。公司在锡量控制、成型一致性和精准对位方面有深厚的技术积累。	公司主要产品为锡膏印刷设备、点胶设备、封装设备和柔性自动化设备，公司产品可以应用于光模块领域部分电子装联环节和封装环节	2026-07-02\|157.42\|-6.13\|161.50\|169.49\|156.20\|58986;2026-07-03\|157.00\|-0.27\|157.67\|163.19\|152.30\|51830;2026-07-06\|138.70\|-11.66\|159.13\|161.82\|136.49\|77978;2026-07-07\|131.09\|-5.49\|138.70\|139.99\|127.01\|62529;2026-07-08\|125.90\|-3.96\|132.75\|133.70\|124.58\|37812;2026-07-09\|130.24\|3.45\|128.68\|130.90\|121.38\|50381;2026-07-10\|122.62\|-5.85\|132.01\|136.18\|116.96\|54427;2026-07-13\|114.73\|-6.43\|122.00\|125.45\|114.24\|50975;2026-07-14\|119.73\|4.36\|115.53\|119.94\|112.57\|40905;2026-07-15\|112.23\|-6.26\|121.00\|122.00\|111.35\|39391;2026-07-16\|107.89\|-3.87\|111.10\|114.80\|106.95\|41818;2026-07-17\|96.18\|-10.85\|106.99\|108.28\|95.00\|55081;2026-07-20\|85.89\|-10.70\|99.00\|100.99\|83.31\|61619;2026-07-21\|98.01\|14.11\|88.00\|98.39\|76.59\|86038;2026-07-22\|93.90\|-4.19\|97.89\|99.50\|93.10\|54147;2026-07-23\|93.83\|-0.07\|95.10\|97.78\|92.98\|38418;2026-07-24\|91.89\|-2.07\|91.91\|94.74\|89.77\|33326;2026-07-27\|94.56\|2.91\|92.51\|95.20\|89.81\|36438;2026-07-28\|87.03\|-7.96\|92.60\|94.45\|86.27\|37609;2026-07-29\|84.17\|-3.29\|86.96\|87.84\|79.31\|53736;2026-07-30\|74.29\|-11.74\|83.99\|85.10\|72.91\|70832;2026-07-31\|78.33\|5.44\|79.91\|85.12\|78.20\|61551;2026-08-03\|76.95\|-1.76\|79.48\|80.79\|76.01\|52735;2026-08-04\|84.75\|10.14\|77.37\|85.75\|77.02\|62295;2026-08-05\|90.50\|6.78\|83.22\|91.80\|82.90\|60445;2026-08-06\|95.14\|5.13\|88.86\|95.50\|88.07\|78546;2026-08-07\|102.30\|7.53\|95.90\|102.85\|94.30\|73682;2026-08-10\|98.59\|-3.63\|103.00\|103.83\|96.20\|68873;2026-08-11\|97.31\|-1.30\|97.90\|100.00\|95.63\|39255;2026-08-12\|100.60\|3.38\|97.44\|103.79\|96.35\|47952;2026-08-13\|98.60\|-1.99\|102.45\|104.74\|98.45\|57435;2026-08-14\|100.92\|2.35\|99.88\|101.38\|98.20\|36933;2026-08-17\|106.84\|5.87\|102.06\|107.20\|101.60\|51046;2026-08-18\|105.91\|-0.87\|108.88\|108.88\|103.00\|46013;2026-08-19\|94.93\|-10.37\|102.14\|103.75\|94.14\|59904;2026-08-20\|96.66\|1.82\|97.00\|99.18\|95.26\|43862;2026-08-21\|101.51\|5.02\|96.00\|102.30\|93.81\|63429;2026-08-24\|97.50\|-3.95\|102.10\|102.36\|93.88\|58971;2026-08-25\|97.49\|-0.01\|96.70\|99.66\|93.42\|40639;2026-08-26\|96.15\|-1.37\|98.17\|99.88\|93.80\|35991;2026-08-27\|103.50\|7.64\|97.02\|103.97\|95.11\|57558;2026-08-28\|99.10\|-4.25\|103.73\|103.87\|98.81\|44487;2026-08-31\|103.22\|4.16\|97.00\|103.82\|96.00\|50416;2026-09-01\|96.50\|-6.51\|104.00\|104.22\|95.55\|59777;2026-09-02\|96.00\|-0.52\|94.98\|97.27\|94.18\|34935;2026-09-03\|98.35\|2.45\|97.00\|99.89\|96.51\|42706;2026-09-04\|94.00\|-4.42\|98.57\|101.80\|93.00\|47228;2026-09-07\|101.36\|7.83\|95.96\|102.26\|93.10\|66180;2026-09-08\|99.74\|-1.60\|102.61\|103.37\|98.95\|43455;2026-09-09\|100.00\|0.26\|101.88\|103.27\|98.69\|51463;2026-09-10\|98.43\|-1.57\|98.62\|101.25\|97.81\|36425;2026-09-11\|97.08\|-1.37\|97.57\|98.18\|92.55\|43926;2026-09-14\|98.11\|1.06\|95.55\|99.80\|93.13\|40079;2026-09-15\|97.41\|-0.71\|97.78\|101.45\|97.08\|36931;2026-09-16\|102.70\|5.43\|97.99\|104.38\|97.44\|62469;2026-09-17\|100.46\|-2.18\|102.69\|104.20\|99.80\|47945;2026-09-18\|103.14\|2.67\|102.37\|103.98\|99.50\|58425;2026-09-21\|102.60\|-0.52\|104.50\|105.00\|101.40\|53854;2026-09-22\|102.45\|-0.15\|104.12\|106.20\|101.83\|57849;2026-09-23\|104.62\|2.12\|103.70\|106.79\|103.11\|75378;2026-09-24\|99.92\|-4.49\|106.80\|107.48\|99.70\|73348;2026-09-28\|89.22\|-10.71\|98.95\|99.55\|88.15\|63689;2026-09-29\|89.07\|-0.17\|89.00\|90.58\|87.80\|45890;2026-09-30\|86.80\|-2.55\|90.18\|90.60\|86.64\|33314;2026-10-08\|83.58\|-3.71\|87.00\|87.82\|83.00\|34699;2026-10-09\|79.93\|-4.37\|83.00\|83.00\|75.52\|41545;2026-10-12\|77.21\|-3.40\|79.70\|80.36\|77.20\|23207;2026-10-13\|77.89\|0.88\|74.50\|79.20\|72.00\|34025;2026-10-14\|75.46\|-3.12\|78.55\|78.87\|75.40\|23677;2026-10-15\|71.86\|-4.77\|72.00\|73.44\|71.30\|28221;2026-10-16\|71.31\|-0.77\|73.89\|73.98\|70.95\|25003;2026-10-19\|70.23\|-1.51\|70.90\|71.30\|67.29\|27800;2026-10-20\|73.32\|4.40\|69.88\|74.96\|69.69\|29528;2026-10-21\|72.95\|-0.50\|74.00\|75.45\|72.72\|23550;2026-10-22\|69.06\|-5.33\|73.04\|73.74\|69.05\|24897;2026-10-23\|71.40\|3.39\|67.40\|71.79\|63.90\|41257;2026-10-26\|68.00\|-4.76\|70.81\|70.81\|67.37\|28040;2026-10-27\|65.19\|-4.13\|69.20\|70.44\|65.16\|22930;2026-10-28\|68.68\|5.35\|66.24\|69.20\|65.59\|29611;2026-10-29\|63.09\|-8.14\|65.81\|66.58\|63.00\|46556;2026-10-30\|58.26\|-7.66\|60.00\|63.45\|58.26\|39031;2026-11-02\|58.35\|0.15\|58.95\|60.45\|56.65\|38813;2026-11-03\|53.51\|-8.29\|57.40\|57.71\|53.15\|39306;2026-11-04\|58.81\|9.90\|54.04\|59.28\|52.30\|59082;2026-11-05\|61.01\|3.74\|57.44\|63.59\|56.88\|53573;2026-11-06\|59.12\|-3.10\|56.89\|60.53\|56.83\|37874;2026-11-09\|59.25\|0.22\|60.34\|60.77\|58.68\|29352;2026-11-10\|61.31\|3.48\|61.59\|62.15\|60.08\|31076;2026-11-11\|65.18\|6.31\|61.31\|65.64\|60.99\|42788
122891	美股光通信板块大涨	SiC功率器件+拟收购晶艺半导体 1、据2026年3月28日公告，公司拟发行股份及支付现金收购晶艺半导体100%股权并配套募资，构成重大资产重组，标的公司主营功率半导体，与公司同属Fabless模式，具有协同效应。 2、据2024年年度报告及2025年持续督导报告，公司布局650V-3300V SiC MOSFET，产品已用于工业储能、光伏逆变、新能源汽车及充电桩，并推进功率IC与第三代半导体系列化，助力国产化替代。 3、据2025年年度业绩预告，公司围绕BLDC电机驱动、工业及车用电源、新能源与智能电网、高可靠电源及电机驱动四条产品线，提供整套芯片解决方案，相关业务正稳步推进。	公司拟收购核心客户晶艺半导体，标的主营电机驱动与电源管理两大类功率产品，产品广泛应用于高端消费电子、家电、智能电表、光模块、固态硬盘（SSD）、安防、通讯、服务器等市场领域	2026-07-02\|96.33\|-6.89\|95.95\|104.34\|95.00\|35942;2026-07-03\|92.01\|-4.48\|97.00\|98.22\|92.00\|26262;2026-07-06\|90.02\|-2.16\|92.00\|96.84\|86.70\|23685;2026-07-07\|91.92\|2.11\|88.10\|95.41\|88.10\|27354;2026-07-08\|87.79\|-4.49\|90.00\|94.89\|85.12\|27958;2026-07-09\|90.21\|2.76\|88.86\|90.78\|84.53\|25401;2026-07-10\|86.05\|-4.61\|90.16\|93.17\|86.02\|24544;2026-07-13\|78.80\|-8.43\|84.50\|87.46\|78.32\|30296;2026-07-14\|83.39\|5.82\|78.80\|84.40\|77.58\|27402;2026-07-15\|77.76\|-6.75\|84.86\|85.93\|77.08\|20004;2026-07-16\|74.05\|-4.77\|76.38\|78.45\|73.80\|20916;2026-07-17\|64.26\|-13.22\|73.36\|73.74\|63.77\|37410;2026-07-20\|56.92\|-11.42\|67.89\|68.20\|54.30\|34622;2026-07-21\|64.69\|13.65\|56.26\|65.50\|47.17\|49020;2026-07-22\|61.60\|-4.78\|63.98\|66.00\|60.80\|31444;2026-07-23\|61.25\|-0.57\|62.83\|64.57\|59.76\|22118;2026-07-24\|59.80\|-2.37\|59.88\|62.06\|58.36\|19510;2026-07-27\|61.92\|3.55\|60.38\|62.25\|57.95\|19379;2026-07-28\|58.36\|-5.75\|61.43\|63.29\|58.02\|16832;2026-07-29\|57.76\|-1.03\|57.72\|59.28\|53.98\|21741;2026-07-30\|52.59\|-8.95\|57.22\|57.98\|52.09\|21578;2026-07-31\|55.75\|6.01\|57.50\|60.88\|55.75\|29145;2026-08-03\|55.18\|-1.02\|55.37\|56.59\|53.11\|26522;2026-08-04\|60.90\|10.37\|55.50\|61.36\|55.50\|31430;2026-08-05\|64.85\|6.49\|60.90\|65.77\|60.90\|25938;2026-08-06\|77.82\|20.00\|77.82\|77.82\|77.82\|4540;2026-08-07\|93.38\|19.99\|93.38\|93.38\|93.38\|7270;2026-08-10\|85.20\|-8.76\|96.00\|96.80\|79.30\|89754;2026-08-11\|85.96\|0.89\|83.10\|91.60\|83.10\|74667;2026-08-12\|94.30\|9.70\|83.97\|96.33\|83.21\|84014;2026-08-13\|87.08\|-7.66\|92.60\|97.18\|87.00\|73732;2026-08-14\|85.97\|-1.27\|88.82\|88.82\|84.80\|43762;2026-08-17\|87.18\|1.41\|85.98\|87.50\|84.43\|36093;2026-08-18\|85.18\|-2.29\|86.10\|87.88\|82.69\|38835;2026-08-19\|77.82\|-8.64\|82.17\|83.45\|76.88\|33381;2026-08-20\|77.26\|-0.72\|80.00\|80.18\|75.78\|23511;2026-08-21\|76.46\|-1.04\|76.20\|79.52\|75.37\|21142;2026-08-24\|75.63\|-1.09\|76.54\|79.35\|73.62\|29292;2026-08-25\|74.92\|-0.94\|73.70\|75.78\|70.33\|23806;2026-08-26\|73.71\|-1.62\|75.32\|75.34\|71.21\|19540;2026-08-27\|77.04\|4.52\|73.74\|78.18\|72.50\|23932;2026-08-28\|74.01\|-3.93\|76.89\|77.98\|74.00\|16734;2026-08-31\|77.50\|4.72\|74.01\|77.60\|72.50\|22683;2026-09-01\|75.08\|-3.12\|77.49\|77.49\|73.67\|18849;2026-09-02\|73.91\|-1.56\|73.51\|74.88\|72.51\|12683;2026-09-03\|74.86\|1.29\|75.06\|76.00\|73.32\|14017;2026-09-04\|72.52\|-3.13\|75.01\|76.45\|71.90\|17654;2026-09-07\|75.55\|4.18\|72.52\|76.29\|72.52\|18278;2026-09-08\|74.10\|-1.92\|77.38\|77.38\|73.36\|14017;2026-09-09\|74.70\|0.81\|74.00\|77.38\|73.88\|15324;2026-09-10\|73.74\|-1.29\|74.66\|75.09\|72.90\|9048;2026-09-11\|71.88\|-2.52\|72.99\|74.30\|69.00\|14251;2026-09-14\|73.50\|2.25\|71.31\|73.88\|70.46\|11156;2026-09-15\|73.51\|0.01\|72.70\|74.88\|72.70\|8829;2026-09-16\|76.79\|4.46\|72.42\|77.19\|72.42\|18921;2026-09-17\|76.47\|-0.42\|76.04\|78.28\|75.50\|15124;2026-09-18\|79.43\|3.87\|77.77\|79.90\|76.88\|20452;2026-09-21\|77.83\|-2.01\|80.60\|80.80\|77.68\|13541;2026-09-22\|76.91\|-1.18\|78.71\|79.50\|76.61\|12190;2026-09-23\|79.05\|2.78\|78.00\|79.66\|76.21\|13619;2026-09-24\|76.53\|-3.19\|78.00\|79.13\|76.44\|10028;2026-09-28\|71.34\|-6.78\|76.46\|76.46\|70.29\|14450;2026-09-29\|72.27\|1.30\|71.34\|72.95\|69.89\|8614;2026-09-30\|70.20\|-2.86\|72.99\|74.39\|70.00\|8212;2026-10-08\|67.10\|-4.42\|71.08\|71.73\|66.25\|9900;2026-10-09\|65.16\|-2.89\|69.65\|69.65\|60.71\|14602;2026-10-12\|63.68\|-2.27\|66.32\|66.32\|63.18\|10067;2026-10-13\|64.08\|0.63\|62.00\|65.20\|60.06\|11336;2026-10-14\|61.79\|-3.57\|65.00\|65.00\|61.50\|6993;2026-10-15\|58.60\|-5.16\|60.00\|60.50\|57.81\|11447;2026-10-16\|58.33\|-0.46\|61.50\|61.50\|57.80\|10381;2026-10-19\|57.97\|-0.62\|57.81\|58.80\|55.10\|12414;2026-10-20\|59.28\|2.26\|57.97\|60.54\|57.20\|11469;2026-10-21\|59.10\|-0.30\|60.11\|60.88\|58.64\|7881;2026-10-22\|56.62\|-4.20\|59.59\|59.59\|56.62\|8450;2026-10-23\|58.57\|3.44\|56.00\|59.20\|52.61\|17423;2026-10-26\|55.87\|-4.61\|58.57\|58.57\|55.52\|12771;2026-10-27\|52.80\|-5.49\|56.01\|57.79\|52.80\|8778;2026-10-28\|56.07\|6.19\|55.00\|56.67\|52.80\|12722;2026-10-29\|52.37\|-6.60\|55.49\|55.76\|52.37\|9466;2026-10-30\|48.58\|-7.24\|49.76\|53.30\|48.54\|12858;2026-11-02\|50.40\|3.75\|49.04\|51.01\|47.76\|14743;2026-11-03\|47.18\|-6.39\|49.61\|50.15\|46.68\|12118;2026-11-04\|51.18\|8.48\|47.30\|51.37\|45.45\|17384;2026-11-05\|52.78\|3.13\|50.37\|53.97\|50.00\|21096;2026-11-06\|50.02\|-5.23\|49.70\|51.60\|49.08\|10877;2026-11-09\|51.12\|2.20\|50.92\|51.94\|49.70\|12509;2026-11-10\|55.92\|9.39\|52.30\|56.51\|52.15\|24252;2026-11-11\|58.80\|5.15\|55.91\|58.99\|55.01\|22515
122890	美股光通信板块大涨	硅光+半导体+金刚石+轨交减振降噪 1、据2026年6月11日公告，公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，晶禧半导体成为公司全资子公司并纳入合并报表范围。晶禧半导体聚焦高精度激光隐切技术在硅光芯片制造中的关键应用，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线。 2、据2026年3月28日公告，公司拟与通用半导体合资设立公司，在北京建设“晶圆级金刚石半导体基板产业基地”，开展第四代半导体材料金刚石的研发、制造及产业化应用，布局契合国家战略的蓝海市场。 3、据2025年年度报告及2026年5月18日互动易，公司主营轨道交通减振降噪，钢弹簧浮置板道床隔振技术打破外资垄断；同时深化声纹数字化监测战略，打造“光纤传感+声纹识别”的数字化监测闭环，构建覆盖“感知—传输—分析—决策”全链条的智能监测生态。	1、轨道交通减振降噪行业龙头；公司收购苏州晶禧半导体100%股权事项已完成工商变更登记，依托其激光隐形切割技术向光纤及配套半导体器件加工领域延伸，核心业务包括激光隐形切割与AOI检测、分选等，已成功导入800G/1.6T光模块产线； 2、公司成立通创九州金刚石提前布局契合国家战略的功能性金刚石蓝海市场	2026-07-02\|61.62\|-5.21\|63.39\|66.98\|61.00\|52418;2026-07-03\|60.66\|-1.56\|61.62\|64.36\|60.20\|37516;2026-07-06\|61.46\|1.32\|60.73\|64.96\|60.50\|47266;2026-07-07\|56.98\|-7.29\|61.71\|61.99\|55.01\|65437;2026-07-08\|50.51\|-11.35\|56.90\|56.99\|50.49\|62030;2026-07-09\|52.36\|3.66\|51.52\|52.68\|48.50\|56296;2026-07-10\|52.13\|-0.44\|53.00\|55.24\|51.95\|47784;2026-07-13\|49.22\|-5.58\|50.98\|52.91\|49.17\|44155;2026-07-14\|52.22\|6.10\|49.13\|53.50\|48.70\|42902;2026-07-15\|55.98\|7.20\|52.98\|58.88\|51.48\|69551;2026-07-16\|52.99\|-5.34\|55.10\|57.44\|52.58\|44369;2026-07-17\|47.22\|-10.89\|53.58\|53.58\|47.06\|50757;2026-07-20\|44.80\|-5.12\|48.99\|49.94\|41.02\|54646;2026-07-21\|49.48\|10.45\|44.00\|49.55\|39.89\|52068;2026-07-22\|44.53\|-10.00\|48.54\|48.99\|44.50\|40756;2026-07-23\|50.20\|12.73\|44.78\|53.00\|42.12\|58015;2026-07-24\|48.28\|-3.82\|49.19\|50.20\|47.68\|31776;2026-07-27\|50.83\|5.28\|47.80\|52.00\|47.72\|38127;2026-07-28\|49.19\|-3.23\|50.00\|52.50\|48.00\|33750;2026-07-29\|52.54\|6.81\|50.94\|54.50\|47.97\|47708;2026-07-30\|49.00\|-6.74\|51.94\|52.75\|48.28\|37056;2026-07-31\|51.00\|4.08\|52.99\|57.82\|50.08\|55269;2026-08-03\|46.72\|-8.39\|51.05\|51.89\|46.68\|48052;2026-08-04\|51.89\|11.07\|47.00\|53.19\|47.00\|66105;2026-08-05\|54.00\|4.07\|50.00\|55.45\|50.00\|54761;2026-08-06\|54.97\|1.80\|53.00\|56.70\|52.13\|59622;2026-08-07\|61.78\|12.39\|54.97\|62.09\|53.56\|82289;2026-08-10\|62.50\|1.17\|61.78\|64.44\|60.15\|65281;2026-08-11\|64.50\|3.20\|61.99\|65.62\|58.00\|65372;2026-08-12\|66.01\|2.34\|62.76\|68.49\|62.76\|64637;2026-08-13\|60.08\|-8.98\|65.78\|66.10\|59.66\|101272;2026-08-14\|72.10\|20.01\|60.70\|72.10\|60.13\|184153;2026-08-17\|80.12\|11.12\|71.20\|80.50\|71.20\|148316;2026-08-18\|89.99\|12.32\|82.00\|92.88\|81.72\|145682;2026-08-19\|86.00\|-4.43\|87.40\|89.88\|83.98\|161437;2026-08-20\|84.59\|-1.64\|86.48\|88.51\|82.10\|92617;2026-08-21\|83.12\|-1.74\|82.96\|85.00\|81.50\|58556;2026-08-24\|81.35\|-2.13\|84.54\|86.00\|78.67\|63784;2026-08-25\|85.65\|5.29\|80.85\|88.39\|78.50\|78825;2026-08-26\|87.15\|1.75\|86.38\|88.25\|82.23\|63846;2026-08-27\|89.76\|2.99\|87.60\|89.78\|85.10\|54867;2026-08-28\|83.00\|-7.53\|88.87\|89.65\|82.91\|76004;2026-08-31\|88.90\|7.11\|83.00\|96.60\|81.17\|87016;2026-09-01\|90.09\|1.34\|88.53\|91.20\|86.70\|64451;2026-09-02\|88.60\|-1.65\|91.88\|92.61\|85.00\|59322;2026-09-03\|99.83\|12.67\|89.69\|100.95\|89.00\|107293;2026-09-04\|95.47\|-4.37\|100.00\|102.00\|94.02\|84699;2026-09-07\|101.45\|6.26\|96.00\|102.63\|93.29\|83774;2026-09-08\|97.00\|-4.39\|103.00\|104.00\|94.01\|80570;2026-09-09\|97.31\|0.32\|97.00\|104.98\|96.08\|72282;2026-09-10\|97.74\|0.44\|97.10\|100.20\|94.00\|50038;2026-09-11\|94.98\|-2.82\|96.20\|99.99\|93.02\|74209;2026-09-14\|98.39\|3.59\|94.00\|100.95\|90.51\|64151;2026-09-15\|104.20\|5.91\|98.19\|104.50\|95.29\|66205;2026-09-16\|105.44\|1.19\|105.00\|111.68\|104.00\|87848;2026-09-17\|108.50\|2.90\|104.83\|112.98\|104.83\|83744;2026-09-18\|113.00\|4.15\|110.76\|113.00\|105.89\|87422;2026-09-21\|114.59\|1.41\|112.99\|116.00\|108.01\|67583;2026-09-22\|120.50\|5.16\|114.98\|121.56\|112.20\|86579;2026-09-23\|128.02\|6.24\|120.00\|129.80\|117.99\|84871;2026-09-24\|119.94\|-6.31\|127.99\|127.99\|119.22\|78206;2026-09-28\|105.40\|-12.12\|121.00\|121.00\|104.53\|98365;2026-09-29\|105.08\|-0.30\|106.00\|107.25\|104.00\|50305;2026-09-30\|101.44\|-3.46\|106.25\|107.00\|101.00\|63569;2026-10-08\|104.00\|2.52\|103.66\|108.70\|103.27\|67739;2026-10-09\|100.00\|-3.85\|105.57\|105.57\|94.04\|64893;2026-10-12\|96.87\|-3.13\|102.00\|102.85\|96.55\|36953;2026-10-13\|96.00\|-0.90\|94.40\|97.19\|86.68\|76069;2026-10-14\|94.28\|-1.79\|97.92\|99.70\|94.02\|42812;2026-10-15\|86.25\|-8.52\|90.00\|92.00\|85.50\|72033;2026-10-16\|84.08\|-2.52\|88.79\|89.33\|83.00\|50552;2026-10-19\|84.78\|0.83\|85.14\|85.88\|77.66\|56892;2026-10-20\|86.21\|1.69\|84.00\|88.87\|82.22\|54664;2026-10-21\|89.41\|3.71\|89.06\|91.95\|87.50\|55053;2026-10-22\|81.81\|-8.50\|89.55\|91.25\|81.41\|45480;2026-10-23\|81.31\|-0.61\|79.63\|82.86\|74.00\|67293;2026-10-26\|78.80\|-3.09\|81.34\|83.39\|78.00\|40167;2026-10-27\|78.00\|-1.02\|81.00\|84.84\|78.00\|74894;2026-10-28\|85.31\|9.37\|79.44\|87.58\|79.02\|69248;2026-10-29\|83.20\|-2.47\|86.00\|89.67\|82.90\|59382;2026-10-30\|77.08\|-7.36\|79.17\|85.23\|75.00\|65243;2026-11-02\|82.78\|7.39\|78.60\|86.59\|78.60\|71290;2026-11-03\|76.01\|-8.18\|82.78\|83.50\|75.71\|65373;2026-11-04\|76.57\|0.74\|78.50\|78.50\|65.00\|122475;2026-11-05\|77.14\|0.74\|72.99\|83.00\|72.00\|74711;2026-11-06\|71.23\|-7.66\|70.72\|73.61\|66.20\|69727;2026-11-09\|74.46\|4.53\|72.65\|76.49\|69.40\|65314;2026-11-10\|75.62\|1.56\|78.66\|79.88\|75.10\|40552;2026-11-11\|83.20\|10.02\|75.91\|83.60\|75.13\|75694
122889	美股光通信板块大涨	AI液冷散热+高速连接器+扭亏为盈行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年5月1日投资者关系活动记录，公司液冷Cage今年有较明显进展，适配液冷方案的Cage已有出货，Cage+液冷一体化方案在推进中，几家连接器大厂预期指引均很高；据2026年4月29日年报，公司液冷业务实现突破性进展，已成功进入全球顶级AI算力平台供应链，产品已批量应用于高性能AI数据中心集群。 2、据2026年5月1日投资者关系活动记录，公司现阶段接到的新项目以112G/224G为主，112G以上高端产品占比已超过50%，毛利率显著高于传统产品；马来西亚基地2026年全面投产，且新增光模块Cage产线，已获得海外连接器大厂的光模块Cage订单。 3、据2026年4月29日披露的一季报，公司2026年一季度营收6.09亿元，同比增长38.30%；归母净利润948.99万元，同比实现扭亏为盈。	1、公司OSFP112G、OSFP-XD224G等高速通讯连接器及光模块CAGE组件大批量交货，切入共封装光学CPO赛道； 2、公司的高速连接器及相关产品终端应用于服务器、数据中心、通讯基站等领域； 3、公司针对GPU服务器与AI数据中心的高热密度场景，研发液冷散热结构件及模组产品	2026-07-02\|105.59\|-7.79\|110.00\|114.45\|105.00\|93028;2026-07-03\|101.06\|-4.29\|106.01\|111.59\|99.86\|104128;2026-07-06\|102.28\|1.21\|101.00\|109.00\|99.00\|93426;2026-07-07\|98.72\|-3.48\|102.30\|105.50\|97.02\|78998;2026-07-08\|95.05\|-3.72\|100.00\|102.02\|94.90\|65903;2026-07-09\|102.17\|7.49\|98.67\|102.66\|93.50\|83431;2026-07-10\|104.91\|2.68\|106.51\|113.88\|104.90\|126072;2026-07-13\|94.19\|-10.22\|104.00\|107.05\|94.00\|89968;2026-07-14\|98.98\|5.09\|94.98\|100.54\|93.00\|72020;2026-07-15\|95.49\|-3.53\|101.01\|103.60\|94.65\|70269;2026-07-16\|91.50\|-4.18\|93.75\|98.66\|89.88\|74577;2026-07-17\|76.82\|-16.04\|90.00\|91.50\|76.38\|134238;2026-07-20\|65.88\|-14.24\|79.81\|80.50\|62.62\|131266;2026-07-21\|72.78\|10.47\|67.28\|72.88\|57.30\|148853;2026-07-22\|71.16\|-2.23\|71.46\|75.35\|70.35\|97797;2026-07-23\|70.50\|-0.93\|71.85\|74.88\|69.33\|65881;2026-07-24\|67.91\|-3.67\|68.70\|71.03\|67.04\|55891;2026-07-27\|70.50\|3.81\|68.01\|71.30\|66.10\|60880;2026-07-28\|63.13\|-10.45\|68.82\|69.50\|62.88\|80049;2026-07-29\|61.02\|-3.34\|63.13\|64.64\|57.67\|87393;2026-07-30\|53.97\|-11.55\|61.25\|61.25\|53.28\|98366;2026-07-31\|57.56\|6.65\|60.06\|61.87\|57.51\|87985;2026-08-03\|55.56\|-3.47\|57.32\|58.11\|54.72\|71186;2026-08-04\|62.00\|11.59\|56.57\|62.00\|55.34\|87623;2026-08-05\|65.50\|5.65\|61.15\|66.48\|59.59\|95335;2026-08-06\|70.12\|7.05\|64.00\|70.28\|62.98\|103928;2026-08-07\|73.98\|5.50\|70.90\|75.00\|68.20\|142355;2026-08-10\|70.50\|-4.70\|73.80\|75.00\|68.61\|104694;2026-08-11\|70.46\|-0.06\|69.67\|72.48\|68.80\|75096;2026-08-12\|72.55\|2.97\|70.27\|74.58\|69.54\|73724;2026-08-13\|72.02\|-0.73\|74.00\|75.30\|72.00\|91827;2026-08-14\|78.35\|8.79\|75.00\|80.81\|74.98\|159647;2026-08-17\|81.20\|3.64\|79.69\|81.58\|77.02\|151539;2026-08-18\|79.11\|-2.57\|82.29\|82.82\|77.07\|113570;2026-08-19\|71.73\|-9.33\|75.85\|77.49\|71.02\|99472;2026-08-20\|72.37\|0.89\|73.36\|74.23\|71.32\|60535;2026-08-21\|75.45\|4.26\|71.60\|78.50\|71.02\|91534;2026-08-24\|73.68\|-2.35\|76.01\|76.95\|71.33\|71282;2026-08-25\|77.04\|4.56\|72.05\|78.20\|70.64\|97005;2026-08-26\|75.06\|-2.57\|77.26\|78.57\|73.26\|77311;2026-08-27\|78.94\|5.17\|76.34\|79.10\|74.50\|91563;2026-08-28\|75.70\|-4.10\|78.90\|79.06\|75.60\|84424;2026-08-31\|80.25\|6.01\|72.80\|80.62\|71.99\|118684;2026-09-01\|77.03\|-4.01\|80.51\|80.78\|76.00\|78783;2026-09-02\|76.83\|-0.26\|75.57\|79.50\|75.19\|80202;2026-09-03\|82.91\|7.91\|78.89\|84.40\|77.90\|162760;2026-09-04\|76.18\|-8.12\|83.13\|83.49\|74.70\|153603;2026-09-07\|80.10\|5.15\|76.88\|81.18\|75.50\|119358;2026-09-08\|77.64\|-3.07\|79.14\|81.00\|77.11\|96078;2026-09-09\|76.67\|-1.25\|79.00\|80.28\|76.01\|80498;2026-09-10\|75.90\|-1.00\|75.00\|78.63\|74.88\|61744;2026-09-11\|75.30\|-0.79\|74.01\|76.00\|71.55\|76909;2026-09-14\|77.00\|2.26\|74.04\|78.60\|72.31\|67991;2026-09-15\|78.89\|2.45\|76.52\|80.40\|76.50\|74614;2026-09-16\|80.43\|1.95\|78.52\|81.52\|76.00\|127388;2026-09-17\|79.00\|-1.78\|80.50\|81.43\|78.60\|78944;2026-09-18\|80.41\|1.78\|80.80\|81.20\|78.20\|92005;2026-09-21\|80.58\|0.21\|81.00\|82.50\|79.91\|67987;2026-09-22\|79.30\|-1.59\|82.50\|83.06\|78.88\|71481;2026-09-23\|80.48\|1.49\|79.00\|82.83\|79.00\|71518;2026-09-24\|76.80\|-4.57\|79.76\|80.30\|76.80\|53279;2026-09-28\|69.84\|-9.06\|76.75\|76.92\|68.90\|60817;2026-09-29\|69.95\|0.16\|69.59\|70.95\|68.78\|36485;2026-09-30\|67.60\|-3.36\|70.11\|70.47\|67.50\|38727;2026-10-08\|64.47\|-4.63\|67.78\|68.75\|63.59\|43095;2026-10-09\|61.56\|-4.51\|63.56\|63.86\|57.49\|72963;2026-10-12\|59.78\|-2.89\|60.95\|62.01\|59.70\|39498;2026-10-13\|60.50\|1.20\|57.00\|61.39\|55.25\|57954;2026-10-14\|58.79\|-2.83\|59.90\|61.25\|58.65\|31693;2026-10-15\|54.51\|-7.28\|55.37\|57.00\|54.06\|58984;2026-10-16\|53.68\|-1.52\|57.24\|57.78\|53.12\|48474;2026-10-19\|52.68\|-1.86\|53.15\|53.68\|50.00\|46211;2026-10-20\|55.34\|5.05\|52.21\|56.28\|51.74\|46910;2026-10-21\|55.45\|0.20\|55.98\|56.95\|55.01\|33161;2026-10-22\|51.98\|-6.26\|55.30\|55.99\|51.96\|36955;2026-10-23\|52.90\|1.77\|50.40\|53.35\|46.64\|64143;2026-10-26\|50.83\|-3.91\|52.31\|52.68\|50.26\|41593;2026-10-27\|46.15\|-9.21\|50.83\|51.30\|46.11\|66181;2026-10-28\|48.52\|5.14\|46.85\|49.00\|46.19\|63945;2026-10-29\|44.95\|-7.36\|48.04\|48.90\|44.65\|53070;2026-10-30\|41.28\|-8.16\|43.01\|44.84\|41.11\|66828;2026-11-02\|42.83\|3.75\|41.94\|43.71\|40.78\|61813;2026-11-03\|39.70\|-7.31\|42.40\|42.73\|39.27\|56826;2026-11-04\|43.54\|9.67\|39.86\|43.60\|38.39\|69649;2026-11-05\|45.21\|3.84\|42.31\|46.93\|42.31\|75710;2026-11-06\|42.71\|-5.53\|42.03\|44.04\|41.60\|54575;2026-11-09\|42.75\|0.09\|43.19\|43.88\|42.43\|39776;2026-11-10\|45.31\|5.99\|44.11\|45.85\|43.91\|51482;2026-11-11\|47.72\|5.32\|45.20\|48.11\|44.83\|52266
122888	美股光通信板块大涨	CPO+激光器+业绩预增行业原因： 2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。公司原因： 1、据2025年9月16日互动易，公司MPO、MMC已通过senko、uscon认证并扩产，FAU已在国内头部光模块厂批量出货，CPO架构下单设备用量达传统模块3–5倍。 2、据2026年1月30日公告，公司预计2025年净利润2.62–3.09亿元，同比增长97.69%–132.88%，主因全球激光器需求提升及光通信业务快速放量。 3、据2025年8月27日半年度报告，公司500W MOPA脉冲激光器已定向用于动力电池极片切割与清洗，并持续配合固态电池工艺优化。	1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印	2026-07-02\|386.88\|-10.65\|411.59\|419.88\|383.54\|44109;2026-07-03\|395.00\|2.10\|380.46\|412.98\|378.18\|39560;2026-07-06\|391.56\|-0.87\|400.00\|413.57\|384.28\|29279;2026-07-07\|395.61\|1.03\|391.77\|404.79\|382.10\|25563;2026-07-08\|389.81\|-1.47\|403.32\|410.00\|383.26\|27650;2026-07-09\|445.00\|14.16\|402.00\|448.00\|378.88\|50099;2026-07-10\|414.02\|-6.96\|444.00\|461.65\|410.00\|41866;2026-07-13\|393.50\|-4.96\|414.97\|428.00\|387.18\|41083;2026-07-14\|427.80\|8.72\|396.98\|430.99\|387.00\|46300;2026-07-15\|407.03\|-4.86\|432.00\|436.19\|403.18\|34160;2026-07-16\|372.50\|-8.48\|388.00\|406.56\|366.67\|38315;2026-07-17\|322.78\|-13.35\|366.49\|368.73\|322.00\|50550;2026-07-20\|295.70\|-8.39\|339.00\|352.85\|283.00\|55419;2026-07-21\|338.51\|14.48\|307.00\|338.86\|272.55\|56951;2026-07-22\|343.65\|1.52\|336.00\|364.60\|334.93\|53551;2026-07-23\|332.57\|-3.22\|348.15\|353.88\|327.99\|29399;2026-07-24\|326.26\|-1.90\|330.59\|337.86\|318.55\|27524;2026-07-27\|335.00\|2.68\|321.68\|343.00\|320.02\|26022;2026-07-28\|292.05\|-12.82\|318.99\|326.90\|290.49\|46650;2026-07-29\|298.60\|2.24\|291.00\|308.02\|273.38\|52718;2026-07-30\|254.42\|-14.80\|289.99\|295.44\|247.00\|58916;2026-07-31\|278.00\|9.27\|290.00\|298.89\|277.01\|44078;2026-08-03\|267.57\|-3.75\|268.00\|278.99\|261.05\|33060;2026-08-04\|301.30\|12.61\|279.55\|302.00\|271.76\|45047;2026-08-05\|311.17\|3.28\|285.00\|314.00\|280.03\|52716;2026-08-06\|315.40\|1.36\|304.79\|325.99\|301.12\|31222;2026-08-07\|342.81\|8.69\|318.00\|351.80\|315.00\|43801;2026-08-10\|340.60\|-0.64\|346.24\|356.55\|328.23\|37611;2026-08-11\|343.00\|0.70\|336.00\|349.90\|328.00\|29026;2026-08-12\|361.99\|5.54\|343.98\|376.66\|340.43\|39591;2026-08-13\|377.70\|4.34\|370.00\|405.00\|365.00\|47526;2026-08-14\|404.31\|7.05\|379.59\|406.25\|377.00\|40533;2026-08-17\|415.00\|2.64\|412.00\|426.90\|397.30\|40114;2026-08-18\|419.99\|1.20\|413.71\|422.00\|403.00\|43952;2026-08-19\|387.42\|-7.75\|404.00\|411.00\|382.00\|49957;2026-08-20\|408.90\|5.54\|398.00\|417.30\|383.48\|44948;2026-08-21\|410.89\|0.49\|407.01\|424.23\|403.00\|32373;2026-08-24\|409.30\|-0.39\|410.00\|427.36\|396.00\|39364;2026-08-25\|415.10\|1.42\|401.12\|423.88\|393.00\|41252;2026-08-26\|392.80\|-5.37\|410.00\|411.00\|363.61\|68704;2026-08-27\|417.22\|6.22\|394.00\|419.98\|390.00\|44321;2026-08-28\|402.50\|-3.53\|416.33\|425.37\|402.50\|24067;2026-08-31\|398.00\|-1.12\|392.80\|404.83\|390.01\|27133;2026-09-01\|384.31\|-3.44\|398.04\|401.80\|378.22\|31625;2026-09-02\|378.00\|-1.64\|380.50\|385.96\|375.74\|20147;2026-09-03\|373.49\|-1.19\|379.00\|385.00\|367.00\|21328;2026-09-04\|361.29\|-3.27\|383.00\|389.03\|357.04\|30365;2026-09-07\|406.50\|12.51\|367.79\|408.76\|365.00\|40086;2026-09-08\|393.06\|-3.31\|409.64\|414.60\|391.30\|25978;2026-09-09\|395.85\|0.71\|404.83\|414.50\|393.93\|25403;2026-09-10\|407.97\|3.06\|393.85\|412.00\|392.17\|24992;2026-09-11\|391.79\|-3.97\|398.00\|406.82\|380.00\|34246;2026-09-14\|393.00\|0.31\|380.00\|401.45\|378.00\|21452;2026-09-15\|393.90\|0.23\|392.24\|405.20\|388.10\|20302;2026-09-16\|444.35\|12.81\|398.82\|454.97\|395.00\|51402;2026-09-17\|435.00\|-2.10\|444.30\|448.30\|426.40\|39773;2026-09-18\|442.56\|1.74\|445.88\|449.96\|431.49\|43701;2026-09-21\|447.00\|1.00\|453.00\|458.98\|439.07\|31089;2026-09-22\|440.11\|-1.54\|457.00\|458.88\|439.00\|22808;2026-09-23\|449.79\|2.20\|440.00\|457.83\|433.23\|22866;2026-09-24\|444.59\|-1.16\|454.52\|471.33\|443.00\|35214;2026-09-28\|397.02\|-10.70\|444.59\|444.59\|395.00\|39938;2026-09-29\|414.00\|4.28\|390.81\|419.68\|390.81\|29877;2026-09-30\|419.45\|1.32\|422.33\|434.69\|413.48\|25129;2026-10-08\|389.42\|-7.16\|419.45\|420.49\|386.14\|25473;2026-10-09\|394.32\|1.26\|388.00\|398.16\|368.58\|34295;2026-10-12\|369.02\|-6.42\|389.00\|402.00\|369.01\|25487;2026-10-13\|387.00\|4.87\|360.77\|395.55\|347.00\|34601;2026-10-14\|388.02\|0.26\|386.85\|408.50\|385.61\|26932;2026-10-15\|358.33\|-7.65\|360.00\|381.64\|352.33\|31122;2026-10-16\|343.08\|-4.26\|372.00\|373.53\|339.07\|30919;2026-10-19\|335.33\|-2.26\|333.10\|343.80\|313.50\|33184;2026-10-20\|334.77\|-0.17\|330.00\|344.56\|323.54\|22168;2026-10-21\|347.66\|3.85\|344.56\|360.71\|339.60\|29326;2026-10-22\|322.99\|-7.10\|347.68\|349.05\|322.99\|24441;2026-10-23\|324.00\|0.31\|316.72\|325.00\|290.00\|43029;2026-10-26\|320.00\|-1.23\|324.00\|333.33\|304.10\|36733;2026-10-27\|317.30\|-0.84\|329.98\|339.80\|317.29\|37721;2026-10-28\|370.00\|16.61\|350.00\|372.99\|343.00\|57309;2026-10-29\|351.50\|-5.00\|370.67\|370.67\|350.50\|49711;2026-10-30\|328.66\|-6.50\|339.93\|357.00\|323.95\|34943;2026-11-02\|330.83\|0.66\|328.73\|343.72\|320.47\|40083;2026-11-03\|281.47\|-14.92\|318.00\|322.00\|281.00\|53714;2026-11-04\|335.55\|19.21\|285.70\|337.00\|285.70\|52074;2026-11-05\|301.80\|-10.06\|318.43\|323.65\|290.00\|58836;2026-11-06\|278.21\|-7.82\|264.92\|293.43\|259.11\|49014;2026-11-09\|273.91\|-1.55\|281.65\|291.00\|262.00\|42056;2026-11-10\|286.84\|4.72\|288.99\|303.89\|285.15\|41044;2026-11-11\|329.62\|14.91\|285.17\|335.18\|285.17\|56182
122887	美股光通信板块大涨	光通信芯片+高功率激光芯片+可控核聚变行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月22日互动易，公司100G EML产品良率在持续爬升中，目前相关产品市场需求紧缺，公司正积极抓住机遇开拓市场和新客户；据2026年6月16日互动易，公司100G EML芯片在持续批量交付。 2、据2025年年报，公司作为“激光芯片第一股”，主营高功率半导体激光芯片，已建成覆盖芯片设计、外延生长等环节的IDM全流程工艺平台和6吋量产线，形成了VCSEL、EML等四大类光通信芯片产品矩阵。 3、据2025年5月6日互动易，公司为可控激光核聚变这一惯性约束技术路线开发了高效率、高脉冲功率工作的激光芯片及高功率阵列模块，助力激光核聚变商业化。	国内高功率半导体激光芯片龙头；公司的100EML芯片可以应用在800G的光模块上	2026-07-02\|429.00\|-9.56\|450.00\|473.36\|425.00\|118799;2026-07-03\|410.60\|-4.29\|423.30\|441.01\|400.88\|106518;2026-07-06\|425.50\|3.63\|428.00\|459.88\|420.11\|140487;2026-07-07\|411.00\|-3.41\|428.00\|433.00\|388.22\|122760;2026-07-08\|413.99\|0.73\|418.88\|440.50\|403.00\|117504;2026-07-09\|472.44\|14.12\|429.97\|478.83\|416.02\|156464;2026-07-10\|445.60\|-5.68\|485.00\|506.70\|445.21\|164780;2026-07-13\|403.69\|-9.41\|426.93\|454.87\|402.00\|114768;2026-07-14\|459.00\|13.70\|411.20\|474.98\|398.10\|159372;2026-07-15\|447.00\|-2.61\|467.00\|475.91\|438.22\|125078;2026-07-16\|426.51\|-4.58\|420.59\|455.00\|409.00\|104986;2026-07-17\|341.21\|-20.00\|419.00\|423.00\|341.21\|171214;2026-07-20\|301.00\|-11.78\|350.99\|359.99\|275.60\|202669;2026-07-21\|325.60\|8.17\|308.00\|330.00\|254.01\|192260;2026-07-22\|300.03\|-7.85\|324.36\|344.00\|298.50\|165476;2026-07-23\|293.04\|-2.33\|307.50\|329.60\|284.57\|142851;2026-07-24\|289.51\|-1.20\|289.38\|302.99\|284.00\|99048;2026-07-27\|312.00\|7.77\|287.18\|313.31\|280.08\|110002;2026-07-28\|263.88\|-15.42\|295.00\|299.80\|260.01\|131654;2026-07-29\|251.10\|-4.84\|262.99\|267.98\|235.21\|158039;2026-07-30\|213.00\|-15.17\|247.50\|250.00\|206.00\|183529;2026-07-31\|227.38\|6.75\|244.00\|249.52\|227.00\|139383;2026-08-03\|236.29\|3.92\|225.40\|243.58\|222.50\|126771;2026-08-04\|266.17\|12.65\|246.00\|274.10\|240.05\|200025;2026-08-05\|259.00\|-2.69\|244.61\|262.52\|237.32\|209211;2026-08-06\|267.80\|3.40\|250.08\|277.98\|249.30\|152699;2026-08-07\|285.52\|6.62\|266.19\|290.68\|266.19\|169754;2026-08-10\|284.50\|-0.36\|285.03\|295.52\|271.00\|119989;2026-08-11\|285.29\|0.28\|278.00\|294.90\|263.05\|133941;2026-08-12\|301.47\|5.67\|288.99\|311.48\|288.00\|125701;2026-08-13\|300.91\|-0.19\|311.00\|320.60\|300.46\|114601;2026-08-14\|312.00\|3.69\|303.57\|315.62\|295.00\|99432;2026-08-17\|332.88\|6.69\|315.74\|334.88\|309.00\|105386;2026-08-18\|336.95\|1.22\|332.95\|339.99\|325.51\|97996;2026-08-19\|293.12\|-13.01\|317.78\|320.95\|289.01\|150026;2026-08-20\|301.89\|2.99\|299.00\|310.49\|285.74\|94680;2026-08-21\|307.23\|1.77\|301.90\|322.00\|295.73\|99173;2026-08-24\|294.00\|-4.31\|305.62\|308.19\|283.97\|79391;2026-08-25\|289.60\|-1.50\|287.52\|296.15\|279.00\|64241;2026-08-26\|288.98\|-0.21\|293.89\|295.00\|276.50\|66744;2026-08-27\|304.81\|5.48\|295.80\|307.86\|289.00\|80563;2026-08-28\|292.83\|-3.93\|300.00\|313.50\|292.13\|81124;2026-08-31\|294.30\|0.50\|283.33\|298.79\|281.66\|94054;2026-09-01\|280.00\|-4.86\|300.00\|302.16\|276.12\|91438;2026-09-02\|277.60\|-0.86\|273.19\|280.18\|269.28\|64601;2026-09-03\|275.60\|-0.72\|280.00\|283.50\|270.06\|52096;2026-09-04\|272.03\|-1.30\|280.00\|290.30\|268.00\|75572;2026-09-07\|300.00\|10.28\|277.19\|301.58\|273.48\|123078;2026-09-08\|315.50\|5.17\|305.00\|323.18\|305.00\|158071;2026-09-09\|310.70\|-1.52\|325.00\|326.00\|307.01\|115185;2026-09-10\|305.96\|-1.53\|308.03\|315.00\|305.00\|79099;2026-09-11\|295.70\|-3.35\|300.00\|311.00\|287.77\|109153;2026-09-14\|290.59\|-1.73\|289.28\|296.99\|283.08\|73652;2026-09-15\|302.93\|4.25\|289.66\|311.50\|285.11\|108323;2026-09-16\|332.19\|9.66\|308.30\|339.59\|303.01\|126870;2026-09-17\|328.09\|-1.23\|330.00\|337.97\|325.00\|89811;2026-09-18\|342.00\|4.24\|338.00\|349.95\|330.80\|114289;2026-09-21\|362.23\|5.92\|344.82\|368.88\|339.37\|152962;2026-09-22\|351.89\|-2.85\|362.06\|367.06\|349.80\|99113;2026-09-23\|348.90\|-0.85\|357.00\|358.90\|346.01\|69412;2026-09-24\|329.66\|-5.51\|348.00\|348.88\|329.66\|69335;2026-09-28\|289.79\|-12.09\|325.01\|327.00\|285.00\|115028;2026-09-29\|296.90\|2.45\|290.00\|299.80\|285.20\|78133;2026-09-30\|289.70\|-2.43\|299.86\|302.40\|288.68\|61667;2026-10-08\|231.76\|-20.00\|250.00\|255.55\|231.76\|125876;2026-10-09\|219.20\|-5.42\|223.00\|230.50\|212.72\|162433;2026-10-12\|207.27\|-5.44\|215.56\|218.36\|207.00\|90644;2026-10-13\|209.00\|0.83\|198.90\|212.12\|195.09\|94996;2026-10-14\|199.44\|-4.57\|208.33\|208.80\|199.01\|64361;2026-10-15\|186.00\|-6.74\|193.00\|195.80\|184.00\|92346;2026-10-16\|181.22\|-2.57\|192.99\|194.96\|179.29\|74903;2026-10-19\|177.00\|-2.33\|183.99\|185.80\|171.50\|77283;2026-10-20\|181.78\|2.70\|177.08\|187.10\|173.97\|75166;2026-10-21\|185.53\|2.06\|184.95\|191.67\|182.73\|72320;2026-10-22\|168.95\|-8.94\|185.60\|186.02\|168.95\|89615;2026-10-23\|168.98\|0.02\|164.43\|170.67\|151.89\|139237;2026-10-26\|160.34\|-5.11\|165.00\|165.94\|157.01\|90584;2026-10-27\|149.57\|-6.72\|164.99\|165.10\|149.00\|90472;2026-10-28\|154.60\|3.36\|152.56\|157.32\|150.01\|104577;2026-10-29\|142.00\|-8.15\|154.61\|158.34\|141.00\|112957;2026-10-30\|130.30\|-8.24\|135.01\|141.18\|130.09\|117308;2026-11-02\|131.70\|1.07\|132.24\|135.23\|126.66\|102542;2026-11-03\|119.67\|-9.13\|128.98\|131.23\|117.57\|112734;2026-11-04\|134.00\|11.97\|120.69\|135.20\|114.85\|145405;2026-11-05\|139.28\|3.94\|129.94\|146.68\|129.60\|133532;2026-11-06\|131.50\|-5.59\|126.18\|136.88\|123.39\|111575;2026-11-09\|134.10\|1.98\|134.32\|137.36\|129.04\|83400;2026-11-10\|136.66\|1.91\|140.00\|141.00\|136.05\|88523;2026-11-11\|153.13\|12.05\|137.77\|154.09\|137.77\|151714
122886	美股光通信板块大涨	光隔离器+光通信+业绩高增 1、据2026年4月27日年报，公司2025年营收8.77亿元、净利1.01亿元，分别同比增46.9%、80.2%，2026Q1净利再增39.6%，毛利率环比提升6.37pct，产能利用率与盈利同步跃升。 2、据2026年4月27日年报及2026年1月28日机构调研，公司光隔离器、WDM滤光片、Z-block组件已实现批量出货，南昌基地扩产推进，存货增24.52%显示订单充足，深度受益AI算力建设需求。 3、据2023年4月13日互动易，公司光通信元件已供货中际旭创子公司苏州旭创、中国电子十三所下属麦特达等，产品应用于数据中心等光通信终端领域。	法拉第旋转片是一种具有磁光效应的晶体材料，是生产光隔离器的关键原材料。公司目前不生产法拉第旋转片。公司采购法拉第旋转片用于生产光隔离器	2026-07-02\|227.55\|-9.34\|247.45\|248.49\|227.32\|54613;2026-07-03\|226.24\|-0.58\|227.48\|235.00\|225.11\|39695;2026-07-06\|210.95\|-6.76\|226.69\|226.88\|207.20\|41856;2026-07-07\|204.96\|-2.84\|209.90\|212.71\|200.00\|27253;2026-07-08\|221.39\|8.02\|208.30\|237.86\|208.30\|69327;2026-07-09\|224.98\|1.62\|225.80\|228.80\|208.98\|55619;2026-07-10\|222.30\|-1.19\|228.00\|241.90\|221.04\|55509;2026-07-13\|202.29\|-9.00\|217.69\|223.00\|201.01\|44506;2026-07-14\|212.30\|4.95\|204.95\|214.68\|198.00\|43472;2026-07-15\|202.50\|-4.62\|212.32\|221.00\|201.12\|36239;2026-07-16\|199.00\|-1.73\|198.68\|205.50\|187.55\|44210;2026-07-17\|165.07\|-17.05\|194.16\|198.48\|165.00\|55572;2026-07-20\|166.10\|0.62\|181.00\|184.89\|160.88\|59923;2026-07-21\|182.33\|9.77\|172.82\|184.98\|142.00\|76219;2026-07-22\|183.00\|0.37\|181.00\|194.90\|179.23\|64844;2026-07-23\|181.22\|-0.97\|184.61\|191.90\|179.58\|43239;2026-07-24\|180.50\|-0.40\|175.80\|187.30\|173.24\|31991;2026-07-27\|182.18\|0.93\|178.11\|184.36\|175.01\|34497;2026-07-28\|162.30\|-10.91\|174.70\|178.94\|161.01\|41749;2026-07-29\|155.55\|-4.16\|162.00\|164.00\|146.80\|49890;2026-07-30\|135.00\|-13.21\|152.62\|154.95\|133.00\|59845;2026-07-31\|143.66\|6.41\|147.00\|152.01\|143.66\|50973;2026-08-03\|142.33\|-0.93\|143.12\|147.73\|139.78\|38176;2026-08-04\|160.59\|12.83\|146.00\|162.70\|143.70\|64005;2026-08-05\|161.45\|0.54\|148.90\|163.78\|148.00\|66858;2026-08-06\|164.30\|1.77\|158.00\|168.88\|157.01\|47854;2026-08-07\|170.16\|3.57\|166.80\|171.43\|163.05\|50730;2026-08-10\|179.91\|5.73\|188.88\|190.86\|175.01\|80845;2026-08-11\|191.30\|6.33\|178.31\|197.00\|172.81\|82553;2026-08-12\|200.69\|4.91\|189.17\|206.00\|188.62\|86136;2026-08-13\|196.93\|-1.87\|205.00\|208.51\|196.91\|79849;2026-08-14\|205.40\|4.30\|198.51\|206.80\|195.88\|64901;2026-08-17\|215.69\|5.01\|204.26\|217.11\|204.21\|57841;2026-08-18\|217.53\|0.85\|216.83\|218.46\|211.67\|47669;2026-08-19\|205.38\|-5.59\|214.68\|218.37\|204.69\|55750;2026-08-20\|225.38\|9.74\|209.48\|229.80\|202.02\|82322;2026-08-21\|242.41\|7.56\|227.23\|268.88\|226.55\|115816;2026-08-24\|235.19\|-2.98\|243.37\|254.00\|231.31\|85117;2026-08-25\|233.35\|-0.78\|235.21\|239.88\|226.00\|49411;2026-08-26\|225.71\|-3.27\|234.87\|236.00\|222.78\|43996;2026-08-27\|236.00\|4.56\|232.52\|238.68\|223.82\|57020;2026-08-28\|230.90\|-2.16\|234.80\|240.00\|230.50\|38874;2026-08-31\|229.68\|-0.53\|230.01\|235.00\|226.51\|31158;2026-09-01\|224.50\|-2.26\|228.00\|230.68\|219.99\|30774;2026-09-02\|220.88\|-1.61\|220.41\|227.00\|217.70\|26200;2026-09-03\|218.56\|-1.05\|225.01\|228.36\|216.00\|24076;2026-09-04\|212.14\|-2.94\|222.21\|227.77\|209.89\|32148;2026-09-07\|242.75\|14.43\|215.88\|246.98\|214.24\|66143;2026-09-08\|235.69\|-2.91\|242.87\|244.99\|234.80\|36573;2026-09-09\|234.00\|-0.72\|238.69\|241.85\|232.58\|35072;2026-09-10\|235.39\|0.59\|229.95\|238.60\|229.85\|30197;2026-09-11\|246.99\|4.93\|232.01\|248.88\|230.00\|68740;2026-09-14\|257.36\|4.20\|246.99\|263.69\|243.99\|62075;2026-09-15\|264.68\|2.84\|257.85\|268.61\|252.25\|45679;2026-09-16\|302.41\|14.25\|262.99\|308.00\|262.03\|78087;2026-09-17\|297.10\|-1.76\|300.98\|306.00\|291.20\|63458;2026-09-18\|303.13\|2.03\|298.00\|306.73\|289.00\|58735;2026-09-21\|303.53\|0.13\|300.90\|307.10\|294.00\|44607;2026-09-22\|306.23\|0.89\|310.00\|313.40\|299.01\|45765;2026-09-23\|313.77\|2.46\|311.47\|319.99\|306.46\|36619;2026-09-24\|306.60\|-2.29\|313.61\|316.99\|306.20\|33743;2026-09-28\|282.00\|-8.02\|308.60\|308.88\|276.00\|53610;2026-09-29\|292.12\|3.59\|286.24\|296.28\|279.00\|36481;2026-09-30\|276.62\|-5.31\|294.00\|295.74\|276.02\|32948;2026-10-08\|255.33\|-7.70\|281.03\|281.99\|252.11\|41360;2026-10-09\|248.12\|-2.82\|253.79\|255.00\|233.92\|40485;2026-10-12\|235.60\|-5.05\|245.65\|246.60\|235.60\|30528;2026-10-13\|252.11\|7.01\|227.43\|256.90\|223.35\|50513;2026-10-14\|243.80\|-3.30\|249.99\|255.85\|242.00\|32988;2026-10-15\|241.00\|-1.15\|232.00\|253.65\|229.94\|44260;2026-10-16\|230.99\|-4.15\|245.00\|246.79\|228.00\|40322;2026-10-19\|218.98\|-5.20\|228.68\|230.98\|212.00\|35261;2026-10-20\|227.86\|4.06\|214.89\|232.98\|214.22\|30342;2026-10-21\|244.32\|7.22\|230.11\|246.00\|229.50\|50776;2026-10-22\|228.00\|-6.68\|241.06\|243.80\|227.62\|43313;2026-10-23\|225.81\|-0.96\|222.56\|228.29\|204.00\|50814;2026-10-26\|214.18\|-5.15\|222.50\|222.50\|210.00\|34579;2026-10-27\|206.19\|-3.73\|218.95\|219.98\|206.19\|29173;2026-10-28\|196.90\|-4.51\|210.11\|213.95\|189.17\|73480;2026-10-29\|172.01\|-12.64\|191.78\|193.25\|171.13\|53254;2026-10-30\|152.60\|-11.28\|166.65\|166.65\|152.28\|56206;2026-11-02\|152.19\|-0.27\|155.03\|157.12\|148.00\|53276;2026-11-03\|136.36\|-10.40\|149.00\|149.22\|134.00\|45356;2026-11-04\|150.95\|10.70\|138.08\|152.86\|131.62\|62612;2026-11-05\|151.00\|0.03\|142.81\|154.98\|141.11\|59059;2026-11-06\|139.13\|-7.86\|139.34\|143.50\|130.16\|45785;2026-11-09\|143.42\|3.08\|141.12\|148.88\|136.66\|39852;2026-11-10\|147.20\|2.64\|149.53\|152.00\|145.30\|40994;2026-11-11\|161.25\|9.54\|148.10\|163.59\|147.20\|65945
122885	美股光通信板块大涨	MPO连接器龙头+光纤概念+CPO 行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月31日年报，公司重点推进光纤路由柔性板在CPO中的应用，并已参与国外多家厂商的CPO方案研发与试制工作；据2026年6月10日互动易，公司业务优势主要体现在光无源产品。 2、据一财2026年6月9日报道，亚马逊与康宁签下数十亿美元光纤采购协议，全球AI算力基建对光纤需求激增；据2026年3月31日年报，公司是全球最大的光密集连接产品制造商之一，高密度光纤连接器等核心产品广泛应用于全球大型数据中心。 3、据2026年3月31日年报，公司MTP/MPO高密度光纤连接器技术水平行业领先，是全球MPO/MTP连接器核心供应商，外销营收占比达77.33%。	1、公司产品包括高速铜缆连接器，400G DAC有实际销售； 2、公司主营产品包括各种光通信器件及其集成功能模块、光传感产品及解决方案；400G光模块产品有少量出货，800G光模块产品测试中	2026-07-02\|235.69\|-1.12\|231.09\|251.82\|224.54\|186540;2026-07-03\|237.12\|0.61\|231.64\|249.00\|230.00\|172857;2026-07-06\|217.56\|-8.25\|240.54\|241.91\|214.50\|176222;2026-07-07\|211.91\|-2.60\|217.23\|221.00\|207.00\|133491;2026-07-08\|205.36\|-3.09\|217.00\|219.32\|198.75\|127552;2026-07-09\|211.83\|3.15\|208.85\|212.66\|197.46\|176692;2026-07-10\|211.64\|0.38\|215.15\|222.20\|210.92\|218839;2026-07-13\|190.70\|-9.89\|207.61\|211.15\|189.50\|150160;2026-07-14\|203.88\|6.91\|193.19\|204.90\|184.30\|161959;2026-07-15\|196.83\|-3.46\|207.96\|209.90\|195.68\|135518;2026-07-16\|180.70\|-8.19\|188.61\|194.50\|178.42\|128915;2026-07-17\|158.08\|-12.52\|179.50\|179.88\|155.89\|154564;2026-07-20\|139.31\|-11.87\|163.00\|165.00\|133.00\|172113;2026-07-21\|153.19\|9.96\|142.01\|154.00\|120.68\|246999;2026-07-22\|145.53\|-5.00\|151.00\|156.00\|143.50\|171747;2026-07-23\|141.00\|-3.11\|147.90\|151.15\|139.68\|124056;2026-07-24\|135.93\|-3.60\|139.58\|142.30\|134.68\|94887;2026-07-27\|140.99\|3.72\|136.80\|140.99\|132.55\|109649;2026-07-28\|125.00\|-11.34\|137.02\|137.99\|124.00\|140517;2026-07-29\|120.00\|-4.00\|125.12\|127.77\|114.15\|159668;2026-07-30\|105.92\|-11.73\|120.30\|120.80\|102.30\|200740;2026-07-31\|114.00\|7.63\|119.00\|123.13\|113.69\|187801;2026-08-03\|118.49\|3.94\|115.55\|121.30\|111.36\|199151;2026-08-04\|133.80\|12.92\|121.99\|133.88\|120.30\|332317;2026-08-05\|132.30\|-1.12\|128.52\|132.95\|122.00\|347147;2026-08-06\|137.88\|4.22\|131.42\|140.50\|126.15\|287869;2026-08-07\|143.43\|4.03\|137.22\|146.00\|134.50\|267834;2026-08-10\|141.99\|-1.00\|143.42\|149.94\|137.94\|194487;2026-08-11\|140.45\|-1.08\|139.21\|143.86\|137.00\|138421;2026-08-12\|149.76\|6.63\|140.48\|154.98\|139.50\|210571;2026-08-13\|149.72\|-0.03\|153.00\|159.66\|149.51\|200026;2026-08-14\|161.50\|7.87\|150.02\|161.96\|147.60\|221831;2026-08-17\|193.80\|20.00\|174.69\|193.80\|168.90\|244143;2026-08-18\|199.27\|2.82\|203.04\|205.00\|193.10\|285395;2026-08-19\|180.27\|-9.53\|190.71\|195.00\|178.59\|263528;2026-08-20\|213.40\|18.38\|184.12\|216.20\|180.66\|393069;2026-08-21\|214.46\|0.50\|213.00\|230.46\|205.48\|352161;2026-08-24\|202.90\|-5.39\|215.30\|215.80\|195.00\|247776;2026-08-25\|202.70\|-0.10\|199.90\|206.60\|195.80\|206399;2026-08-26\|197.32\|-2.65\|202.00\|202.00\|191.60\|178320;2026-08-27\|209.38\|6.11\|199.96\|212.59\|198.16\|250844;2026-08-28\|204.30\|-2.43\|207.80\|210.50\|203.85\|172962;2026-08-31\|199.49\|-2.35\|196.43\|204.69\|195.00\|154613;2026-09-01\|193.81\|-2.85\|199.88\|200.00\|190.80\|114305;2026-09-02\|189.04\|-2.46\|191.02\|192.99\|185.69\|110985;2026-09-03\|188.59\|-0.24\|190.33\|192.33\|183.80\|110793;2026-09-04\|180.00\|-4.55\|191.00\|192.88\|178.18\|138864;2026-09-07\|206.10\|14.50\|185.45\|207.68\|185.45\|227804;2026-09-08\|201.55\|-2.21\|206.18\|208.88\|199.94\|159577;2026-09-09\|201.55\|0.00\|206.83\|211.00\|200.13\|210910;2026-09-10\|203.27\|0.85\|199.27\|213.00\|198.03\|190506;2026-09-11\|200.86\|-1.19\|199.21\|204.31\|191.63\|181838;2026-09-14\|198.30\|-1.27\|195.00\|203.56\|192.10\|120200;2026-09-15\|194.39\|-1.97\|196.33\|202.30\|193.00\|145563;2026-09-16\|206.39\|6.17\|193.97\|209.50\|193.36\|209744;2026-09-17\|215.98\|4.65\|207.06\|217.69\|205.69\|242142;2026-09-18\|229.35\|6.19\|223.77\|242.99\|222.97\|287093;2026-09-21\|223.70\|-2.46\|228.25\|230.00\|220.00\|197823;2026-09-22\|227.46\|1.68\|226.55\|232.90\|222.60\|214843;2026-09-23\|226.18\|-0.56\|227.05\|230.32\|224.25\|132446;2026-09-24\|219.11\|-3.13\|225.94\|227.94\|216.00\|114763;2026-09-28\|202.37\|-7.64\|217.33\|217.86\|200.00\|123574;2026-09-29\|216.20\|6.83\|199.92\|220.44\|198.68\|164713;2026-09-30\|212.35\|-1.78\|218.00\|219.00\|211.80\|109099;2026-10-08\|199.00\|-6.29\|212.28\|213.50\|196.20\|145068;2026-10-09\|193.40\|-2.81\|195.00\|202.47\|184.82\|142919;2026-10-12\|185.12\|-4.28\|192.00\|198.30\|184.85\|119735;2026-10-13\|201.23\|8.70\|173.00\|207.27\|173.00\|174007;2026-10-14\|192.80\|-4.19\|201.34\|203.29\|192.00\|111966;2026-10-15\|188.46\|-2.25\|185.00\|199.50\|183.58\|147035;2026-10-16\|173.99\|-7.68\|192.26\|194.93\|170.00\|184266;2026-10-19\|167.38\|-3.80\|169.22\|173.00\|161.18\|136370;2026-10-20\|170.61\|1.93\|165.47\|174.65\|162.58\|112805;2026-10-21\|176.08\|3.21\|173.16\|184.28\|172.33\|167096;2026-10-22\|161.89\|-8.06\|175.44\|175.98\|161.00\|141666;2026-10-23\|160.99\|-0.56\|157.90\|162.80\|146.38\|171187;2026-10-26\|152.92\|-5.01\|156.17\|158.20\|149.00\|126387;2026-10-27\|145.90\|-4.59\|157.00\|158.17\|145.90\|104139;2026-10-28\|154.60\|5.96\|150.58\|155.38\|147.33\|140826;2026-10-29\|138.05\|-10.71\|151.00\|154.79\|138.00\|166847;2026-10-30\|117.85\|-14.63\|124.58\|129.58\|115.20\|222407;2026-11-02\|114.25\|-3.05\|120.21\|121.00\|111.64\|211847;2026-11-03\|102.54\|-10.25\|111.16\|112.87\|101.10\|191324;2026-11-04\|111.75\|8.98\|102.70\|112.22\|97.60\|253026;2026-11-05\|109.45\|-2.06\|108.00\|115.30\|105.42\|236225;2026-11-06\|101.64\|-7.14\|99.51\|105.57\|96.80\|174289;2026-11-09\|102.15\|0.50\|103.65\|105.64\|99.00\|147679;2026-11-10\|106.79\|4.54\|109.12\|110.78\|104.61\|177756;2026-11-11\|125.00\|17.05\|108.93\|127.95\|107.77\|354605
122884	美股光通信板块大涨	OCS光路交换机+拟收购光隆集成+存储分销+车载芯片行业原因： 1、近日，戴尔科技集团CEO迈克尔・戴尔在公开活动中表示，预计2028年AI加速器领域的总内存需求将较2023年激增625倍。 2、三星电子二季度DRAM合约价再涨30%，行业涨价潮持续。公司原因： 1、据2026年1月29日公告草案，公司拟发行股份及支付现金收购桂林光隆集成100%股权，标的已攻克32/64/128通道OCS光模块技术，预计2026年全面市场推广。3月23日互动易，光隆集成构建了丰富的产品线，主要产品包括光开关、光保护模块和OCS光路交换机等，能够满足不同行业、不同场景的客户需求。 2、据2026年3月24日投资者关系活动记录表，公司首款车规级TDDI/DDIC已量产落地，多款改进型产品推进流片、试产，与国内头部面板厂及整车厂验证合作。 3、据2025年4月24日年报，公司分销存储芯片涵盖DRAM、NAND、EMMC、SSD，2024年分销业务营收48.82亿元，同比增长6.58%，存储业务增速显著。	公司拟收购光隆集成100%股权和奥简微电子80%股权；光隆集成的产品包括光开关、光保护模块，以及光衰减器、波分复用器、环形器等其他光学器件和全光交换(OCS)交换机等，其中MEMS方案的OCS交换机可与高速光模块、光环形器或双向WDM(波分复用)器件构成高效率、低成本、高效益的大规模光交换系统，主要应用于大规模数据中心；奥简微电子主要从事高性能模拟芯片	2026-07-02\|17.79\|-3.89\|17.86\|19.19\|17.37\|775858;2026-07-03\|17.94\|0.84\|17.61\|18.65\|16.97\|755719;2026-07-06\|18.89\|5.30\|17.95\|19.15\|17.54\|943796;2026-07-07\|19.07\|0.95\|19.01\|19.60\|18.50\|1048733;2026-07-08\|19.68\|3.20\|19.07\|19.87\|17.63\|1317649;2026-07-09\|20.83\|5.84\|19.40\|21.00\|18.64\|1387816;2026-07-10\|18.90\|-9.27\|20.54\|20.68\|18.82\|1090324;2026-07-13\|17.99\|-4.81\|18.52\|19.88\|17.92\|845595;2026-07-14\|19.00\|5.61\|18.00\|19.70\|17.92\|957996;2026-07-15\|17.00\|-10.53\|18.99\|19.09\|17.00\|913824;2026-07-16\|16.19\|-4.76\|16.50\|17.25\|15.86\|614952;2026-07-17\|13.95\|-13.84\|15.91\|15.99\|13.94\|787494;2026-07-20\|14.16\|1.51\|14.32\|14.58\|13.15\|749079;2026-07-21\|14.99\|5.86\|14.20\|15.04\|13.40\|720537;2026-07-22\|15.35\|2.40\|14.78\|16.05\|14.61\|823350;2026-07-23\|14.95\|-2.61\|15.35\|15.53\|14.88\|427493;2026-07-24\|14.50\|-3.01\|14.65\|14.97\|14.47\|296290;2026-07-27\|15.04\|3.72\|14.50\|15.10\|14.21\|387458;2026-07-28\|14.04\|-6.65\|14.70\|14.89\|13.88\|415454;2026-07-29\|13.38\|-4.70\|13.92\|14.07\|12.70\|642357;2026-07-30\|11.91\|-10.99\|13.15\|13.34\|11.91\|661721;2026-07-31\|12.67\|6.38\|12.80\|13.19\|12.64\|787523;2026-08-03\|13.18\|4.03\|12.61\|13.46\|12.42\|526718;2026-08-04\|14.90\|13.05\|13.38\|14.95\|13.20\|787880;2026-08-05\|14.80\|-0.67\|14.30\|14.99\|14.20\|711406;2026-08-06\|14.96\|1.08\|14.69\|15.34\|14.62\|600986;2026-08-07\|15.18\|1.47\|15.00\|15.38\|14.78\|660609;2026-08-10\|16.01\|5.47\|15.20\|16.25\|14.80\|759049;2026-08-11\|15.59\|-2.62\|15.90\|16.73\|15.56\|852824;2026-08-12\|16.82\|7.89\|15.54\|16.94\|15.47\|1040446;2026-08-13\|17.11\|1.72\|16.99\|17.67\|16.67\|848934;2026-08-14\|17.27\|0.94\|17.32\|17.42\|16.81\|602475;2026-08-17\|17.00\|-1.56\|17.23\|17.30\|16.65\|699738;2026-08-18\|17.65\|3.82\|17.00\|17.76\|16.79\|817307;2026-08-19\|15.89\|-9.97\|17.00\|17.21\|15.78\|829526;2026-08-20\|16.47\|3.65\|16.26\|17.12\|16.08\|678962;2026-08-21\|16.84\|2.25\|16.54\|17.35\|16.20\|573500;2026-08-24\|16.90\|0.36\|16.77\|17.13\|16.16\|592145;2026-08-25\|16.28\|-3.67\|16.50\|16.64\|15.96\|541980;2026-08-26\|16.22\|-0.37\|16.39\|16.50\|15.89\|401796;2026-08-27\|16.88\|4.07\|16.30\|17.15\|16.23\|614045;2026-08-28\|16.83\|-0.30\|16.92\|17.65\|16.77\|886434;2026-08-31\|16.99\|0.95\|16.53\|17.45\|16.38\|782078;2026-09-01\|16.53\|-2.71\|16.89\|16.99\|16.08\|632016;2026-09-02\|16.01\|-3.15\|16.25\|16.29\|15.82\|474114;2026-09-03\|16.23\|1.37\|16.15\|16.53\|15.71\|500210;2026-09-04\|15.63\|-3.70\|16.31\|16.65\|15.42\|536239;2026-09-07\|15.86\|1.47\|15.76\|16.21\|15.50\|590610;2026-09-08\|15.32\|-3.40\|15.57\|16.02\|15.27\|543109;2026-09-09\|15.70\|2.48\|15.48\|16.76\|15.42\|976708;2026-09-10\|16.55\|5.41\|15.59\|16.83\|15.47\|930825;2026-09-11\|15.55\|-6.04\|16.26\|16.53\|15.07\|952530;2026-09-14\|15.67\|0.77\|15.15\|15.83\|14.90\|470128;2026-09-15\|15.61\|-0.38\|15.52\|15.88\|15.13\|478412;2026-09-16\|16.15\|3.46\|15.62\|16.33\|15.48\|629772;2026-09-17\|15.83\|-1.98\|16.10\|16.20\|15.66\|435171;2026-09-18\|16.15\|2.02\|16.30\|16.47\|15.80\|613329;2026-09-21\|15.71\|-2.72\|16.14\|16.28\|15.45\|741491;2026-09-22\|15.58\|-0.83\|15.80\|16.07\|15.46\|577874;2026-09-23\|15.23\|-2.25\|15.50\|15.68\|15.23\|320788;2026-09-24\|14.51\|-4.73\|15.11\|15.22\|14.48\|451976;2026-09-28\|13.40\|-7.65\|14.38\|14.42\|13.27\|456460;2026-09-29\|13.40\|0.00\|13.33\|13.57\|13.14\|235931;2026-09-30\|13.60\|1.49\|13.75\|14.71\|13.53\|606800;2026-10-08\|13.00\|-4.41\|13.87\|13.96\|12.88\|404574;2026-10-09\|12.83\|-1.31\|12.89\|12.94\|12.22\|361432;2026-10-12\|13.50\|5.22\|12.79\|13.75\|12.46\|643066;2026-10-13\|14.31\|6.00\|12.80\|14.69\|12.62\|853553;2026-10-14\|13.44\|-6.08\|14.26\|14.29\|13.38\|499245;2026-10-15\|13.15\|-2.16\|12.87\|13.74\|12.68\|409154;2026-10-16\|12.53\|-4.71\|13.39\|13.58\|12.38\|416710;2026-10-19\|12.29\|-1.92\|12.41\|12.59\|11.95\|304066;2026-10-20\|12.30\|0.08\|12.20\|12.55\|12.13\|264683;2026-10-21\|12.30\|0.00\|12.43\|12.67\|12.22\|281041;2026-10-22\|11.71\|-4.80\|12.26\|12.35\|11.70\|329482;2026-10-23\|11.91\|1.71\|11.50\|12.02\|10.77\|500142;2026-10-26\|11.49\|-3.53\|11.71\|11.78\|11.40\|265010;2026-10-27\|11.04\|-3.92\|11.63\|11.87\|11.00\|340084;2026-10-28\|11.37\|2.99\|11.24\|11.55\|11.08\|345968;2026-10-29\|10.87\|-4.40\|11.32\|11.42\|10.85\|341538;2026-10-30\|9.61\|-11.59\|10.30\|10.43\|9.42\|895275;2026-11-02\|9.74\|1.35\|9.72\|9.91\|9.25\|617222;2026-11-03\|9.18\|-5.75\|9.59\|9.77\|9.11\|463383;2026-11-04\|9.91\|7.95\|9.30\|9.99\|8.92\|651601;2026-11-05\|10.20\|2.93\|9.73\|10.44\|9.73\|507354;2026-11-06\|9.87\|-3.24\|9.55\|10.04\|9.55\|407338;2026-11-09\|10.01\|1.42\|10.07\|10.23\|9.92\|320303;2026-11-10\|10.26\|2.50\|10.29\|10.42\|10.13\|294953;2026-11-11\|10.58\|3.12\|10.18\|10.82\|10.15\|477130
122883	美股光通信板块大涨	光通信+CPO+高速铜缆行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年3月28日年报，公司子公司长芯盛旗下拥有FIBBR和iCONEC两大子品牌，其自主研发的应用于有源光缆（AOC）的多通道光电收发芯片占据全球领先市场份额。 2、据2026年4月15日业绩说明会，公司将持续关注CPO共封装光学等技术发展趋势，结合自身能力做好相关技术和业务储备。 3、据2026年3月28日年报，公司产品覆盖高速铜缆DAC/ACC/AEC，未来将为更多元化场景提供解决方案，已向多家互联网客户批量供货多种速率产品，是北美超大规模云服务商的核心供应商。	集成光电子器件研发生产企业；公司主要为全球范围内高速发展的光纤通信网络和互联网数据中心（IDC）市场提供高质量的光信号功率和波长管理器件以及高速光收发模块	2026-07-02\|222.00\|-12.60\|241.33\|245.00\|220.00\|174041;2026-07-03\|221.01\|-0.45\|220.00\|231.55\|218.99\|136799;2026-07-06\|214.13\|-3.11\|224.00\|225.00\|205.00\|126564;2026-07-07\|210.88\|-1.52\|214.13\|216.95\|204.10\|96947;2026-07-08\|220.99\|4.79\|215.50\|226.50\|208.95\|161796;2026-07-09\|232.70\|5.30\|226.00\|233.51\|213.10\|170364;2026-07-10\|221.79\|-4.69\|236.00\|241.99\|221.49\|140700;2026-07-13\|207.00\|-6.67\|223.14\|227.77\|203.62\|130445;2026-07-14\|213.89\|3.47\|207.69\|217.57\|195.80\|147970;2026-07-15\|213.97\|0.04\|216.01\|227.80\|211.18\|152599;2026-07-16\|193.25\|-9.68\|207.39\|209.70\|186.38\|161345;2026-07-17\|166.21\|-13.99\|189.00\|192.78\|164.01\|176777;2026-07-20\|153.35\|-7.74\|172.98\|177.55\|147.00\|173921;2026-07-21\|175.28\|14.30\|156.42\|175.89\|133.13\|220161;2026-07-22\|168.98\|-3.59\|177.48\|182.82\|166.22\|154542;2026-07-23\|169.07\|0.05\|171.76\|177.00\|167.30\|112580;2026-07-24\|163.01\|-3.58\|167.04\|169.60\|160.08\|107170;2026-07-27\|167.70\|2.88\|163.46\|168.83\|159.00\|103131;2026-07-28\|147.67\|-11.94\|168.08\|169.96\|145.47\|209589;2026-07-29\|145.00\|-1.81\|147.67\|150.50\|136.70\|188370;2026-07-30\|127.26\|-12.23\|145.00\|145.44\|123.48\|225308;2026-07-31\|140.50\|10.40\|142.00\|151.00\|139.01\|217716;2026-08-03\|141.02\|0.37\|139.95\|144.58\|137.02\|137307;2026-08-04\|159.60\|13.18\|143.78\|160.76\|143.11\|243212;2026-08-05\|159.43\|-0.11\|153.36\|163.00\|148.00\|240793;2026-08-06\|171.00\|7.26\|159.98\|175.27\|154.00\|243017;2026-08-07\|177.04\|3.53\|171.00\|178.68\|169.00\|207210;2026-08-10\|171.15\|-3.33\|180.04\|180.89\|165.30\|169846;2026-08-11\|173.91\|1.61\|168.44\|178.00\|167.01\|148905;2026-08-12\|180.98\|4.07\|173.03\|185.16\|171.20\|162385;2026-08-13\|180.08\|-0.50\|185.00\|188.96\|180.01\|168836;2026-08-14\|194.67\|8.10\|183.33\|194.68\|178.05\|182306;2026-08-17\|219.00\|12.50\|200.00\|220.85\|199.99\|212378;2026-08-18\|215.65\|-1.53\|220.63\|221.00\|211.18\|154069;2026-08-19\|190.42\|-11.70\|206.04\|208.00\|188.52\|195158;2026-08-20\|204.00\|7.13\|195.01\|208.99\|188.83\|188709;2026-08-21\|197.42\|-3.23\|201.01\|211.30\|197.00\|195515;2026-08-24\|198.94\|0.77\|204.00\|210.00\|192.00\|210284;2026-08-25\|196.23\|-1.36\|190.31\|200.52\|185.67\|151347;2026-08-26\|192.87\|-1.71\|199.00\|199.78\|187.57\|113372;2026-08-27\|216.01\|12.00\|195.90\|223.20\|194.50\|233467;2026-08-28\|212.90\|-1.44\|218.16\|221.65\|212.00\|154348;2026-08-31\|210.60\|-1.08\|205.10\|215.35\|205.01\|119435;2026-09-01\|205.47\|-2.44\|209.00\|209.00\|200.39\|105093;2026-09-02\|202.48\|-1.46\|204.00\|204.99\|198.01\|89429;2026-09-03\|202.29\|-0.09\|204.29\|204.90\|195.05\|101012;2026-09-04\|193.78\|-4.21\|204.00\|210.80\|191.87\|131098;2026-09-07\|213.99\|10.43\|199.10\|215.37\|196.00\|177119;2026-09-08\|211.39\|-1.22\|214.02\|219.72\|209.50\|131039;2026-09-09\|215.20\|1.80\|220.01\|224.92\|213.66\|144230;2026-09-10\|214.70\|-0.23\|215.00\|220.50\|210.06\|103664;2026-09-11\|207.84\|-3.20\|211.13\|217.51\|199.38\|154023;2026-09-14\|204.09\|-1.80\|200.98\|209.33\|199.56\|99739;2026-09-15\|206.70\|1.28\|202.03\|211.62\|199.91\|110264;2026-09-16\|233.47\|12.95\|208.67\|238.38\|207.04\|204870;2026-09-17\|231.39\|-0.89\|233.63\|235.20\|228.05\|119766;2026-09-18\|238.80\|3.20\|239.00\|247.48\|235.88\|155471;2026-09-21\|243.99\|2.17\|242.00\|247.80\|236.36\|130180;2026-09-22\|236.20\|-3.19\|244.00\|245.65\|235.43\|124276;2026-09-23\|239.00\|1.19\|239.53\|243.39\|233.85\|95687;2026-09-24\|231.02\|-3.34\|239.11\|240.88\|229.80\|85280;2026-09-28\|213.01\|-7.80\|230.19\|231.01\|210.60\|118672;2026-09-29\|218.03\|2.36\|209.01\|220.60\|207.50\|112900;2026-09-30\|219.83\|0.83\|223.01\|230.55\|219.36\|112721;2026-10-08\|190.44\|-13.37\|218.62\|219.83\|187.57\|219896;2026-10-09\|190.08\|-0.19\|187.78\|192.64\|180.00\|170489;2026-10-12\|179.64\|-5.49\|187.08\|192.60\|179.20\|110630;2026-10-13\|191.28\|6.48\|171.47\|193.99\|170.33\|164596;2026-10-14\|186.56\|-2.47\|188.12\|195.77\|185.00\|98992;2026-10-15\|178.35\|-4.40\|178.01\|187.80\|176.69\|111830;2026-10-16\|173.09\|-2.95\|183.00\|187.50\|170.50\|128611;2026-10-19\|169.66\|-1.98\|172.00\|177.55\|165.00\|106608;2026-10-20\|170.53\|0.51\|168.03\|175.96\|165.50\|84776;2026-10-21\|180.80\|6.02\|174.19\|187.58\|173.20\|134422;2026-10-22\|166.87\|-7.70\|180.65\|180.80\|166.47\|136046;2026-10-23\|167.86\|0.59\|163.00\|169.60\|152.80\|171321;2026-10-26\|158.41\|-5.63\|164.06\|166.47\|156.02\|120475;2026-10-27\|155.80\|-1.65\|162.28\|169.49\|154.00\|134932;2026-10-28\|163.00\|4.62\|161.00\|164.79\|155.58\|161688;2026-10-29\|139.88\|-14.18\|160.08\|160.49\|139.60\|185026;2026-10-30\|126.08\|-9.87\|129.53\|136.60\|125.01\|181398;2026-11-02\|124.08\|-1.59\|128.50\|128.92\|121.21\|153258;2026-11-03\|108.48\|-12.57\|119.04\|120.88\|107.39\|213131;2026-11-04\|117.50\|8.31\|108.47\|118.58\|101.14\|276974;2026-11-05\|114.21\|-2.80\|110.99\|119.77\|109.08\|256747;2026-11-06\|106.00\|-7.19\|100.94\|108.70\|98.85\|202912;2026-11-09\|107.55\|1.46\|108.02\|110.98\|102.04\|162499;2026-11-10\|118.17\|9.87\|112.90\|121.12\|112.50\|241890;2026-11-11\|127.57\|7.95\|118.32\|128.70\|117.84\|312508
122882	美股光通信板块大涨	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262;2026-07-13\|1108.00\|1.28\|1100.01\|1148.48\|1076.80\|344521;2026-07-14\|1184.05\|6.86\|1108.53\|1198.66\|1098.00\|400476;2026-07-15\|1169.31\|-1.24\|1190.00\|1207.98\|1160.00\|247946;2026-07-16\|1113.00\|-4.82\|1122.22\|1163.00\|1098.00\|306634;2026-07-17\|979.46\|-12.00\|1057.36\|1072.00\|950.55\|561861;2026-07-20\|1004.00\|2.51\|1028.43\|1057.77\|967.68\|453665;2026-07-21\|1136.55\|13.20\|1020.01\|1136.80\|988.82\|481157;2026-07-22\|1060.80\|-6.66\|1110.00\|1138.88\|1060.50\|367980;2026-07-23\|1072.52\|1.10\|1089.54\|1115.00\|1060.00\|272541;2026-07-24\|1046.51\|-2.43\|1050.53\|1082.54\|1039.01\|216877;2026-07-27\|1076.94\|2.91\|1021.02\|1080.00\|1003.33\|255903;2026-07-28\|908.00\|-15.69\|1001.06\|1018.00\|899.99\|541051;2026-07-29\|951.00\|4.74\|915.00\|965.00\|889.50\|468715;2026-07-30\|864.00\|-9.15\|919.01\|933.00\|793.03\|693702;2026-07-31\|902.01\|4.40\|960.00\|986.89\|901.00\|569420;2026-08-03\|902.50\|0.05\|891.00\|933.61\|875.87\|321852;2026-08-04\|1021.99\|13.24\|940.00\|1033.89\|934.44\|505913;2026-08-05\|947.74\|-7.27\|880.00\|983.17\|880.00\|723230;2026-08-06\|955.00\|0.77\|901.02\|995.00\|882.55\|422951;2026-08-07\|919.87\|-3.68\|981.09\|999.88\|902.00\|571892;2026-08-10\|864.58\|-6.01\|917.99\|919.80\|835.00\|525921;2026-08-11\|886.96\|2.59\|880.14\|898.48\|850.40\|339737;2026-08-12\|921.00\|3.84\|880.13\|936.80\|876.01\|310729;2026-08-13\|921.04\|0.00\|960.00\|966.06\|920.66\|293371;2026-08-14\|943.00\|2.38\|930.00\|948.77\|916.00\|200147;2026-08-17\|1001.03\|6.15\|949.00\|1014.87\|917.46\|363257;2026-08-18\|988.10\|-1.29\|1000.00\|1009.00\|971.81\|220739;2026-08-19\|895.60\|-9.36\|943.88\|953.08\|886.00\|358012;2026-08-20\|904.20\|0.96\|904.99\|912.01\|881.00\|227062;2026-08-21\|943.00\|4.29\|909.00\|943.88\|901.40\|287039;2026-08-24\|870.22\|-7.72\|945.00\|949.73\|850.00\|389093;2026-08-25\|846.00\|-2.78\|850.23\|871.91\|837.12\|293560;2026-08-26\|850.90\|0.58\|855.00\|866.00\|830.00\|218110;2026-08-27\|866.12\|1.79\|877.01\|880.00\|860.05\|261548;2026-08-28\|858.35\|-0.90\|863.99\|915.88\|856.63\|317196;2026-08-31\|851.90\|-0.75\|830.00\|863.56\|830.00\|224228;2026-09-01\|859.30\|0.87\|852.50\|887.00\|837.33\|286622;2026-09-02\|822.40\|-4.29\|840.01\|848.00\|814.06\|266699;2026-09-03\|813.00\|-1.14\|833.20\|835.90\|804.02\|216429;2026-09-04\|814.00\|0.12\|825.01\|834.96\|808.90\|211066;2026-09-07\|898.46\|10.38\|838.61\|902.26\|836.13\|431303;2026-09-08\|902.37\|0.44\|899.20\|933.98\|894.00\|287658;2026-09-09\|908.90\|0.72\|932.50\|934.49\|901.00\|201100;2026-09-10\|890.10\|-2.07\|890.01\|909.00\|882.01\|173099;2026-09-11\|926.00\|4.03\|898.17\|929.80\|891.17\|327813;2026-09-14\|873.00\|-5.72\|890.00\|895.00\|866.66\|271830;2026-09-15\|864.01\|-1.03\|873.38\|883.73\|858.00\|179554;2026-09-16\|907.80\|5.07\|869.02\|918.38\|866.00\|240218;2026-09-17\|896.00\|-1.30\|900.30\|927.83\|892.51\|227875;2026-09-18\|926.43\|3.40\|910.00\|947.60\|893.08\|295055;2026-09-21\|941.00\|1.57\|939.50\|958.86\|931.66\|209622;2026-09-22\|927.72\|-1.41\|968.00\|974.99\|921.00\|234785;2026-09-23\|922.50\|-0.56\|936.01\|939.00\|918.33\|147633;2026-09-24\|895.86\|-2.89\|918.51\|936.58\|895.86\|184866;2026-09-28\|815.00\|-9.03\|884.00\|888.00\|808.00\|301939;2026-09-29\|813.01\|-0.24\|814.00\|823.00\|808.80\|160712;2026-09-30\|808.44\|-0.56\|821.99\|831.59\|808.00\|157263;2026-10-08\|783.00\|-3.15\|810.00\|834.54\|772.18\|266821;2026-10-09\|775.29\|-0.98\|775.64\|780.00\|730.00\|279337;2026-10-12\|724.47\|-6.41\|762.41\|770.90\|723.00\|210483;2026-10-13\|735.00\|1.45\|700.31\|746.00\|690.16\|309255;2026-10-14\|692.90\|-5.73\|730.00\|733.35\|689.50\|219968;2026-10-15\|656.94\|-5.19\|661.19\|676.00\|645.01\|330142;2026-10-16\|670.00\|1.99\|676.00\|679.90\|660.01\|244228;2026-10-19\|660.70\|-1.39\|666.00\|675.99\|644.23\|194911;2026-10-20\|647.90\|-1.94\|650.70\|673.10\|637.00\|221138;2026-10-21\|646.77\|-0.17\|658.29\|675.01\|642.33\|252481;2026-10-22\|590.11\|-8.76\|647.01\|649.48\|590.11\|402999;2026-10-23\|612.63\|3.82\|572.01\|617.69\|553.48\|478818;2026-10-26\|594.50\|-2.96\|597.01\|601.80\|572.01\|288811;2026-10-27\|577.00\|-2.94\|611.00\|617.19\|576.50\|233571;2026-10-28\|636.30\|10.28\|599.00\|636.68\|588.55\|384333;2026-10-29\|582.05\|-8.53\|616.00\|619.70\|582.00\|325331;2026-10-30\|553.00\|-4.99\|545.70\|585.00\|537.00\|366960;2026-11-02\|550.00\|-0.54\|564.06\|576.88\|542.51\|339245;2026-11-03\|480.20\|-12.69\|539.00\|539.00\|480.00\|583198;2026-11-04\|533.38\|11.07\|489.89\|544.00\|469.50\|611871;2026-11-05\|493.33\|-7.51\|497.00\|516.17\|475.10\|624553;2026-11-06\|448.00\|-9.19\|433.50\|463.33\|427.34\|541101;2026-11-09\|452.03\|0.90\|451.00\|475.71\|430.10\|476024;2026-11-10\|471.00\|4.20\|480.00\|488.00\|469.58\|388645;2026-11-11\|542.00\|15.07\|480.42\|547.79\|480.42\|607350
122881	美股光通信板块大涨	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-07-02\|173.80\|-7.95\|181.67\|186.98\|171.00\|74918;2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683;2026-07-13\|150.77\|-7.95\|162.50\|165.25\|150.45\|73266;2026-07-14\|165.71\|9.91\|153.48\|166.04\|149.81\|69414;2026-07-15\|155.85\|-5.92\|168.64\|168.90\|154.58\|55042;2026-07-16\|146.91\|-5.74\|155.00\|158.56\|144.97\|49821;2026-07-17\|129.65\|-11.75\|148.00\|148.49\|129.00\|70178;2026-07-20\|114.42\|-11.75\|138.81\|139.39\|108.90\|93154;2026-07-21\|137.30\|20.00\|116.71\|137.30\|103.00\|115306;2026-07-22\|139.38\|1.51\|136.60\|148.39\|135.00\|109539;2026-07-23\|135.40\|-2.86\|140.76\|143.94\|134.61\|64596;2026-07-24\|132.86\|-1.88\|133.00\|138.00\|130.25\|69596;2026-07-27\|136.60\|2.81\|131.90\|138.87\|127.12\|66750;2026-07-28\|120.91\|-11.49\|133.64\|135.10\|119.63\|68717;2026-07-29\|116.77\|-3.42\|119.60\|123.00\|107.06\|95638;2026-07-30\|98.41\|-15.72\|114.96\|117.00\|96.57\|121074;2026-07-31\|100.17\|1.79\|110.07\|112.76\|100.00\|99890;2026-08-03\|96.01\|-4.15\|99.80\|101.75\|94.75\|75675;2026-08-04\|108.75\|13.27\|97.19\|110.31\|95.64\|87832;2026-08-05\|117.78\|8.30\|106.88\|119.79\|103.80\|105257;2026-08-06\|125.28\|6.37\|118.20\|129.46\|115.37\|104675;2026-08-07\|141.99\|13.34\|125.51\|145.66\|125.51\|127772;2026-08-10\|140.00\|-1.40\|142.00\|144.68\|133.63\|96392;2026-08-11\|137.41\|-1.85\|137.68\|141.00\|134.01\|67421;2026-08-12\|142.40\|3.63\|137.43\|143.02\|135.56\|78438;2026-08-13\|139.50\|-2.04\|144.85\|149.50\|139.50\|100172;2026-08-14\|155.88\|11.74\|132.60\|159.86\|132.60\|146193;2026-08-17\|157.81\|1.24\|153.39\|161.06\|153.39\|110372;2026-08-18\|150.18\|-4.83\|156.89\|158.69\|148.01\|87902;2026-08-19\|135.31\|-9.90\|146.99\|147.50\|133.84\|78234;2026-08-20\|137.20\|1.40\|139.00\|142.50\|135.00\|70108;2026-08-21\|139.45\|1.64\|137.62\|145.44\|133.50\|64928;2026-08-24\|133.00\|-4.63\|140.49\|141.98\|128.16\|57835;2026-08-25\|137.66\|3.50\|131.86\|141.49\|125.94\|75102;2026-08-26\|134.58\|-2.24\|140.01\|140.02\|129.50\|70603;2026-08-27\|137.88\|2.45\|137.06\|139.28\|133.11\|83083;2026-08-28\|134.19\|-2.68\|136.50\|140.28\|132.80\|69160;2026-08-31\|136.80\|1.95\|130.04\|138.24\|129.44\|54939;2026-09-01\|129.77\|-5.14\|136.80\|141.90\|129.00\|58348;2026-09-02\|128.85\|-0.71\|128.27\|131.80\|127.00\|41398;2026-09-03\|135.80\|5.39\|130.00\|138.20\|128.45\|67027;2026-09-04\|127.16\|-6.36\|135.74\|138.69\|125.02\|64770;2026-09-07\|137.60\|8.21\|130.50\|137.86\|129.01\|73166;2026-09-08\|135.84\|-1.28\|137.72\|141.00\|134.11\|57485;2026-09-09\|137.20\|1.00\|138.29\|142.19\|136.14\|59212;2026-09-10\|135.50\|-1.24\|136.21\|139.43\|134.50\|44599;2026-09-11\|132.24\|-2.41\|132.14\|134.34\|125.68\|68599;2026-09-14\|139.50\|5.49\|128.44\|140.88\|126.05\|75237;2026-09-15\|139.00\|-0.36\|140.89\|143.21\|138.40\|55769;2026-09-16\|144.37\|3.86\|139.25\|144.39\|137.13\|68472;2026-09-17\|141.70\|-1.85\|143.91\|146.48\|139.78\|58016;2026-09-18\|145.81\|2.90\|145.01\|148.99\|138.72\|69191;2026-09-21\|143.76\|-1.41\|146.68\|146.98\|141.67\|59069;2026-09-22\|143.25\|-0.35\|145.35\|152.24\|142.40\|77568;2026-09-23\|145.22\|1.38\|153.92\|154.51\|144.50\|129179;2026-09-24\|138.43\|-4.68\|144.74\|145.08\|138.38\|61787;2026-09-28\|126.82\|-8.39\|137.00\|137.68\|125.36\|53436;2026-09-29\|127.31\|0.39\|125.50\|129.09\|124.08\|42208;2026-09-30\|121.86\|-4.28\|128.00\|128.88\|121.61\|35961;2026-10-08\|118.63\|-2.65\|121.56\|128.66\|117.20\|43956;2026-10-09\|111.64\|-5.89\|118.01\|118.62\|105.00\|71617;2026-10-12\|110.50\|-1.02\|111.64\|117.95\|107.88\|59950;2026-10-13\|114.45\|3.57\|107.50\|115.86\|102.50\|69653;2026-10-14\|111.24\|-2.80\|113.40\|116.50\|110.90\|41708;2026-10-15\|106.02\|-4.69\|106.30\|110.00\|105.26\|44996;2026-10-16\|104.52\|-1.41\|109.99\|110.57\|103.08\|40234;2026-10-19\|103.50\|-0.98\|103.00\|104.50\|98.57\|39898;2026-10-20\|106.02\|2.43\|102.62\|108.32\|100.79\|36534;2026-10-21\|107.25\|1.16\|109.00\|111.32\|106.19\|39588;2026-10-22\|101.00\|-5.83\|107.49\|107.50\|100.12\|40071;2026-10-23\|105.47\|4.43\|98.85\|107.06\|92.56\|82091;2026-10-26\|98.91\|-6.22\|104.00\|104.87\|98.01\|48663;2026-10-27\|93.71\|-5.26\|101.50\|102.71\|93.71\|35867;2026-10-28\|102.80\|9.70\|95.68\|103.71\|95.05\|61418;2026-10-29\|98.30\|-4.38\|100.86\|104.25\|97.00\|53906;2026-10-30\|93.10\|-5.29\|94.86\|99.65\|90.03\|52610;2026-11-02\|93.96\|0.92\|95.03\|97.40\|92.19\|49630;2026-11-03\|87.70\|-6.66\|92.00\|94.51\|87.00\|55099;2026-11-04\|99.65\|13.63\|87.92\|100.80\|85.20\|73999;2026-11-05\|98.30\|-1.35\|96.39\|102.77\|94.68\|56460;2026-11-06\|92.46\|-5.94\|90.00\|96.79\|88.50\|57968;2026-11-09\|94.60\|2.31\|94.03\|97.48\|91.00\|43663;2026-11-10\|98.33\|3.94\|100.01\|101.77\|97.00\|45180;2026-11-11\|104.85\|6.63\|98.00\|105.50\|97.90\|62869
122880	美股光通信板块大涨	CPO技术许可+实控人终止减持+光通信元器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-07-02\|304.60\|-8.52\|326.58\|331.68\|301.90\|59409;2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|84566;2026-07-13\|264.45\|-6.26\|282.00\|290.00\|261.40\|61353;2026-07-14\|282.28\|6.74\|269.26\|287.80\|261.51\|70134;2026-07-15\|259.51\|-8.07\|291.00\|291.49\|257.02\|66163;2026-07-16\|261.50\|0.77\|260.79\|278.88\|252.00\|83787;2026-07-17\|217.54\|-16.81\|261.50\|264.29\|214.51\|91924;2026-07-20\|194.13\|-10.76\|227.90\|229.50\|187.09\|117260;2026-07-21\|223.20\|14.97\|197.91\|224.81\|182.65\|109945;2026-07-22\|220.95\|-1.01\|223.50\|236.83\|218.00\|75741;2026-07-23\|209.50\|-5.18\|223.82\|227.00\|206.67\|77887;2026-07-24\|203.70\|-2.77\|211.48\|213.50\|202.22\|52357;2026-07-27\|215.11\|5.60\|204.64\|215.11\|200.00\|63054;2026-07-28\|191.53\|-10.96\|217.00\|220.00\|190.00\|81705;2026-07-29\|181.90\|-5.03\|195.32\|195.32\|172.00\|96640;2026-07-30\|157.82\|-13.24\|181.26\|182.00\|155.50\|119516;2026-07-31\|175.44\|11.16\|175.00\|188.43\|173.00\|105963;2026-08-03\|177.72\|1.30\|173.56\|185.00\|168.59\|90329;2026-08-04\|201.99\|13.66\|185.00\|202.80\|181.06\|113901;2026-08-05\|208.35\|3.15\|189.00\|209.50\|187.17\|130210;2026-08-06\|208.64\|0.14\|200.00\|212.37\|198.00\|99394;2026-08-07\|220.90\|5.88\|210.64\|223.90\|209.28\|112503;2026-08-10\|202.88\|-8.16\|215.00\|222.45\|195.50\|121703;2026-08-11\|204.60\|0.85\|200.04\|209.88\|195.90\|80780;2026-08-12\|245.52\|20.00\|207.00\|245.52\|205.00\|86147;2026-08-13\|255.86\|4.21\|255.11\|269.68\|250.55\|191846;2026-08-14\|270.95\|5.90\|255.86\|278.30\|252.03\|145036;2026-08-17\|291.20\|7.47\|279.90\|291.27\|273.88\|133286;2026-08-18\|288.50\|-0.93\|288.00\|294.99\|278.89\|117024;2026-08-19\|266.90\|-7.49\|274.88\|286.68\|262.15\|131044;2026-08-20\|283.00\|6.03\|270.50\|288.08\|257.13\|125084;2026-08-21\|281.07\|-0.68\|284.09\|293.99\|276.00\|112415;2026-08-24\|272.30\|-3.12\|274.91\|284.42\|258.22\|96314;2026-08-25\|264.59\|-2.83\|264.23\|269.00\|253.00\|67575;2026-08-26\|262.00\|-0.98\|268.95\|269.92\|250.59\|64599;2026-08-27\|291.00\|11.07\|270.00\|298.00\|269.00\|108709;2026-08-28\|295.00\|1.37\|289.93\|307.83\|285.00\|115549;2026-08-31\|289.99\|-1.70\|289.80\|303.00\|285.06\|78240;2026-09-01\|285.01\|-1.72\|300.00\|300.29\|283.00\|108759;2026-09-02\|278.97\|-2.12\|277.24\|288.59\|271.00\|82112;2026-09-03\|284.18\|1.87\|284.27\|288.98\|273.00\|83842;2026-09-04\|299.50\|5.39\|295.00\|321.98\|292.00\|136743;2026-09-07\|316.20\|5.58\|307.58\|318.18\|305.27\|113446;2026-09-08\|302.13\|-4.45\|311.00\|318.88\|299.50\|95187;2026-09-09\|302.55\|0.14\|315.10\|320.00\|300.30\|92647;2026-09-10\|315.00\|4.12\|295.98\|322.24\|293.00\|107861;2026-09-11\|286.60\|-9.02\|307.00\|314.00\|277.00\|127914;2026-09-14\|286.78\|0.06\|275.00\|292.87\|268.10\|68586;2026-09-15\|276.00\|-3.76\|280.00\|287.02\|273.51\|71139;2026-09-16\|301.16\|9.12\|276.60\|303.99\|273.12\|90522;2026-09-17\|302.56\|0.46\|308.00\|308.99\|297.19\|60140;2026-09-18\|311.62\|2.99\|308.00\|316.85\|304.44\|64982;2026-09-21\|299.51\|-3.89\|311.00\|313.00\|295.58\|81328;2026-09-22\|295.74\|-1.26\|306.37\|308.00\|295.40\|49975;2026-09-23\|308.90\|4.45\|296.05\|312.93\|295.01\|74357;2026-09-24\|293.84\|-4.88\|307.60\|307.65\|292.01\|52159;2026-09-28\|275.84\|-6.13\|290.00\|290.88\|268.03\|64107;2026-09-29\|284.26\|3.05\|274.00\|289.21\|271.09\|57398;2026-09-30\|282.88\|-0.49\|288.80\|288.94\|279.10\|38037;2026-10-08\|244.88\|-13.43\|282.00\|282.79\|242.27\|87044;2026-10-09\|238.00\|-2.81\|240.00\|252.43\|230.02\|67034;2026-10-12\|235.46\|-1.07\|232.01\|246.36\|231.40\|41706;2026-10-13\|241.28\|2.47\|225.09\|245.45\|221.00\|72334;2026-10-14\|231.23\|-4.17\|240.02\|243.90\|230.08\|37232;2026-10-15\|212.98\|-7.89\|222.50\|225.00\|208.00\|64620;2026-10-16\|208.80\|-1.96\|221.88\|221.91\|206.69\|48793;2026-10-19\|203.80\|-2.39\|208.12\|209.90\|195.00\|47343;2026-10-20\|205.84\|1.00\|203.09\|210.50\|198.70\|41992;2026-10-21\|215.85\|4.86\|209.90\|224.80\|206.56\|56447;2026-10-22\|199.99\|-7.35\|218.81\|219.00\|198.66\|50293;2026-10-23\|200.34\|0.17\|198.20\|202.84\|178.26\|68315;2026-10-26\|193.00\|-3.66\|196.92\|198.97\|187.20\|39384;2026-10-27\|185.30\|-3.99\|200.00\|201.50\|185.00\|41996;2026-10-28\|194.26\|4.84\|190.00\|198.34\|186.23\|44482;2026-10-29\|172.39\|-11.26\|194.00\|194.00\|171.23\|76460;2026-10-30\|151.20\|-12.29\|157.47\|164.52\|148.00\|85626;2026-11-02\|151.88\|0.45\|153.10\|156.00\|146.79\|71856;2026-11-03\|136.20\|-10.32\|149.82\|149.82\|134.35\|76323;2026-11-04\|149.07\|9.45\|136.48\|149.92\|129.42\|91325;2026-11-05\|148.94\|-0.09\|143.33\|154.99\|142.25\|84565;2026-11-06\|138.60\|-6.94\|130.00\|142.86\|127.88\|78136;2026-11-09\|137.90\|-0.51\|139.66\|143.20\|134.33\|52428;2026-11-10\|143.03\|3.72\|144.93\|147.90\|139.69\|57138;2026-11-11\|157.54\|10.14\|144.80\|158.52\|142.55\|87502
122879	美股光通信板块大涨	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司1.6T光模块订单相对于去年增幅很大	2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|512.50\|-2.02\|518.00\|541.74\|502.88\|411305;2026-07-14\|568.82\|10.99\|525.00\|568.82\|515.55\|649039;2026-07-15\|556.00\|-2.25\|565.00\|579.42\|551.00\|443385;2026-07-16\|542.60\|-2.41\|530.00\|558.00\|526.21\|408753;2026-07-17\|482.88\|-11.01\|518.00\|520.90\|452.96\|760025;2026-07-20\|510.00\|5.62\|512.00\|523.96\|481.50\|681692;2026-07-21\|551.77\|8.19\|519.00\|554.40\|490.99\|757063;2026-07-22\|508.80\|-7.79\|540.00\|551.60\|506.16\|626754;2026-07-23\|497.30\|-2.26\|517.72\|523.83\|493.36\|442701;2026-07-24\|476.02\|-4.28\|481.94\|495.65\|476.00\|336974;2026-07-27\|491.00\|3.15\|466.14\|492.41\|459.50\|357034;2026-07-28\|406.90\|-17.13\|460.00\|469.99\|403.92\|772843;2026-07-29\|421.20\|3.51\|407.13\|429.22\|393.50\|650077;2026-07-30\|371.10\|-11.89\|410.21\|414.02\|347.00\|963230;2026-07-31\|396.01\|6.71\|418.01\|430.40\|395.88\|749477;2026-08-03\|394.08\|-0.49\|389.96\|405.00\|379.00\|404709;2026-08-04\|448.00\|13.68\|409.00\|453.18\|409.00\|692583;2026-08-05\|424.30\|-5.29\|400.00\|438.36\|400.00\|871013;2026-08-06\|421.87\|-0.57\|413.00\|439.84\|397.09\|514458;2026-08-07\|420.95\|-0.22\|430.34\|448.62\|413.18\|598278;2026-08-10\|399.60\|-5.07\|420.06\|424.24\|388.28\|668240;2026-08-11\|415.30\|3.93\|410.20\|420.58\|398.88\|483612;2026-08-12\|428.20\|3.11\|410.01\|441.80\|409.50\|437323;2026-08-13\|429.90\|0.40\|444.40\|452.88\|428.27\|439716;2026-08-14\|448.08\|4.23\|435.51\|449.97\|426.50\|388188;2026-08-17\|466.68\|4.15\|448.00\|472.00\|427.60\|589653;2026-08-18\|452.21\|-3.10\|465.01\|467.67\|446.46\|389274;2026-08-19\|411.50\|-9.00\|432.00\|439.80\|407.02\|540016;2026-08-20\|414.02\|0.61\|418.00\|420.50\|406.12\|284175;2026-08-21\|442.00\|6.76\|427.01\|443.67\|420.06\|477808;2026-08-24\|412.00\|-6.79\|445.01\|450.00\|400.00\|494600;2026-08-25\|400.87\|-2.70\|405.00\|413.02\|395.00\|350271;2026-08-26\|398.78\|-0.52\|402.36\|408.50\|385.00\|342266;2026-08-27\|409.10\|2.59\|406.00\|413.50\|402.51\|364496;2026-08-28\|399.00\|-2.47\|405.24\|427.10\|398.99\|425602;2026-08-31\|401.87\|0.72\|385.00\|406.03\|385.00\|312034;2026-09-01\|402.81\|0.23\|401.78\|415.00\|388.00\|375858;2026-09-02\|386.70\|-4.00\|393.00\|395.00\|378.56\|356342;2026-09-03\|384.76\|-0.50\|392.11\|397.79\|380.47\|260500;2026-09-04\|386.00\|0.32\|392.45\|398.00\|382.20\|299405;2026-09-07\|417.20\|8.08\|397.98\|419.33\|395.00\|512218;2026-09-08\|416.40\|-0.19\|419.33\|431.34\|413.86\|369420;2026-09-09\|414.80\|-0.38\|435.00\|435.65\|411.57\|285202;2026-09-10\|410.90\|-0.94\|407.01\|419.46\|404.18\|218893;2026-09-11\|423.00\|2.94\|408.80\|426.30\|408.10\|422914;2026-09-14\|401.90\|-4.99\|410.30\|411.91\|398.00\|322093;2026-09-15\|397.01\|-1.22\|402.00\|406.99\|393.51\|243219;2026-09-16\|423.69\|6.72\|399.10\|431.30\|399.00\|381529;2026-09-17\|424.34\|0.15\|421.00\|438.00\|420.14\|351803;2026-09-18\|445.00\|4.87\|435.01\|453.78\|426.51\|420921;2026-09-21\|456.73\|2.64\|455.04\|469.67\|453.33\|352086;2026-09-22\|455.00\|-0.38\|465.99\|475.00\|452.00\|346346;2026-09-23\|451.20\|-0.84\|460.13\|462.00\|449.02\|227235;2026-09-24\|435.00\|-3.59\|451.26\|452.89\|435.00\|250150;2026-09-28\|399.70\|-8.11\|432.39\|434.00\|397.50\|387037;2026-09-29\|392.91\|-1.70\|400.37\|401.98\|391.33\|254415;2026-09-30\|389.00\|-1.00\|397.98\|403.99\|387.01\|243948;2026-10-08\|378.50\|-2.70\|389.21\|407.33\|372.75\|370942;2026-10-09\|370.20\|-2.19\|373.01\|375.00\|350.10\|402180;2026-10-12\|347.60\|-6.10\|363.02\|373.98\|347.57\|349553;2026-10-13\|351.30\|1.06\|335.00\|359.00\|329.12\|425767;2026-10-14\|330.80\|-5.84\|345.60\|348.50\|330.00\|295683;2026-10-15\|306.01\|-7.49\|314.98\|319.98\|299.23\|555864;2026-10-16\|306.91\|0.29\|314.54\|316.00\|303.41\|338779;2026-10-19\|308.00\|0.36\|307.14\|312.16\|297.49\|328679;2026-10-20\|298.17\|-3.19\|302.75\|311.88\|294.66\|372148;2026-10-21\|294.12\|-1.36\|308.04\|309.80\|289.44\|429338;2026-10-22\|258.01\|-12.28\|293.89\|295.00\|258.00\|734285;2026-10-23\|261.00\|1.16\|246.13\|263.54\|236.10\|858978;2026-10-26\|251.69\|-3.57\|254.23\|256.66\|238.64\|593686;2026-10-27\|237.59\|-5.60\|257.00\|260.21\|237.22\|459060;2026-10-28\|256.79\|8.08\|247.75\|257.50\|243.26\|603517;2026-10-29\|228.40\|-11.06\|249.00\|249.98\|228.07\|588043;2026-10-30\|196.00\|-14.19\|200.00\|214.40\|194.00\|1060301;2026-11-02\|191.48\|-2.31\|203.00\|203.80\|189.58\|832914;2026-11-03\|173.36\|-9.46\|185.00\|190.19\|171.60\|968171;2026-11-04\|196.50\|13.35\|176.00\|199.98\|172.00\|1142215;2026-11-05\|185.61\|-5.54\|184.00\|192.40\|177.64\|1178576;2026-11-06\|172.10\|-7.28\|166.00\|178.00\|161.16\|904489;2026-11-09\|176.00\|2.27\|175.00\|184.12\|169.01\|774220;2026-11-10\|183.80\|4.43\|188.01\|191.51\|183.04\|871256;2026-11-11\|215.00\|16.98\|187.30\|216.35\|187.30\|1249297
122878	美股光通信板块大涨	涨停揭秘：CW 70mW激光器批量交付数据中心高速场景，AOI获1.6T光收发器首批量产订单带动板块情绪，硅光上游芯片受益明显；涨停缘由：高速光芯片国产替代加速；70mW CW激光器适配1.6T主流方案；美股AOI隔夜大涨15%形成强映射；国内光模块厂商扩产拉动上游芯片需求；资金逻辑：作为光通信板块弹性标的，4月17日资金快速涌入，单日换手率显著提升，小市值+高成长属性吸引游资与量化资金博弈；风险提示：客户集中度较高；高端光芯片良率与国际龙头仍有差距；1.6T实际出货节奏可能慢于预期	公司主营业务为光芯片，CW 70mW激光器等产品实现批量交付，适用于数据中心高速场景	2026-07-02\|1639.00\|-6.93\|1649.00\|1729.36\|1623.10\|40298;2026-07-03\|1659.23\|1.23\|1639.00\|1738.80\|1590.02\|38327;2026-07-06\|1640.00\|-1.16\|1699.90\|1702.11\|1546.00\|42659;2026-07-07\|1715.04\|4.58\|1637.80\|1749.00\|1581.12\|49452;2026-07-08\|1617.00\|-5.72\|1711.00\|1736.00\|1616.01\|43285;2026-07-09\|1746.01\|7.98\|1662.00\|1750.00\|1615.00\|50243;2026-07-10\|1609.00\|-7.85\|1793.12\|1829.00\|1601.00\|47226;2026-07-13\|1590.20\|-1.17\|1578.82\|1656.00\|1520.12\|42401;2026-07-14\|1798.90\|13.12\|1590.20\|1800.53\|1561.88\|59845;2026-07-15\|1809.00\|0.56\|1790.00\|1919.00\|1750.00\|52835;2026-07-16\|1825.98\|0.94\|1738.96\|1899.00\|1680.10\|42800;2026-07-17\|1656.00\|-9.31\|1750.00\|1752.94\|1525.00\|62273;2026-07-20\|1403.42\|-15.25\|1690.00\|1690.00\|1324.80\|87488;2026-07-21\|1510.00\|7.59\|1401.63\|1548.00\|1188.00\|99275;2026-07-22\|1415.00\|-6.29\|1537.01\|1611.00\|1413.00\|74863;2026-07-23\|1445.00\|2.12\|1439.98\|1520.00\|1409.99\|57134;2026-07-24\|1390.00\|-3.81\|1400.00\|1468.00\|1354.00\|40772;2026-07-27\|1473.01\|5.97\|1383.74\|1490.00\|1355.30\|48694;2026-07-28\|1226.00\|-16.77\|1390.00\|1412.00\|1210.00\|64239;2026-07-29\|1228.00\|0.16\|1226.00\|1259.00\|1166.00\|64717;2026-07-30\|1016.80\|-17.20\|1200.55\|1222.00\|995.01\|103312;2026-07-31\|1092.10\|7.41\|1188.80\|1190.00\|1090.08\|70886;2026-08-03\|1147.01\|5.03\|1088.00\|1188.00\|1081.63\|57978;2026-08-04\|1315.00\|14.65\|1200.00\|1320.00\|1200.00\|71073;2026-08-05\|1298.00\|-1.29\|1200.00\|1317.98\|1188.18\|85863;2026-08-06\|1333.00\|2.70\|1258.09\|1367.80\|1239.33\|50376;2026-08-07\|1355.50\|1.69\|1356.88\|1424.00\|1318.00\|58304;2026-08-10\|1415.10\|4.40\|1355.50\|1420.00\|1295.61\|60533;2026-08-11\|1351.00\|-4.53\|1380.00\|1396.00\|1291.00\|52392;2026-08-12\|1429.00\|5.77\|1365.00\|1469.00\|1365.00\|51044;2026-08-13\|1500.68\|5.02\|1469.60\|1596.00\|1469.19\|54253;2026-08-14\|1519.00\|1.22\|1516.02\|1535.00\|1470.00\|32660;2026-08-17\|1595.01\|5.00\|1530.10\|1600.00\|1501.04\|39279;2026-08-18\|1613.50\|1.16\|1630.89\|1650.89\|1556.68\|36841;2026-08-19\|1518.10\|-5.91\|1529.60\|1594.81\|1500.18\|47669;2026-08-20\|1545.00\|1.77\|1524.17\|1583.02\|1481.92\|33178;2026-08-21\|1587.00\|2.72\|1560.00\|1606.99\|1540.01\|34686;2026-08-24\|1541.00\|-2.90\|1571.13\|1597.00\|1495.00\|34195;2026-08-25\|1553.00\|0.78\|1500.00\|1589.99\|1485.20\|30482;2026-08-26\|1540.01\|-0.84\|1565.01\|1579.78\|1486.01\|26181;2026-08-27\|1630.99\|5.91\|1569.90\|1635.85\|1553.00\|36641;2026-08-28\|1538.35\|-5.68\|1611.00\|1635.99\|1535.00\|36377;2026-08-31\|1533.00\|-0.35\|1490.00\|1533.90\|1485.00\|27852;2026-09-01\|1482.00\|-3.33\|1533.00\|1533.00\|1448.00\|31730;2026-09-02\|1481.00\|-0.07\|1456.09\|1501.02\|1440.03\|26528;2026-09-03\|1508.00\|1.82\|1500.00\|1525.00\|1474.00\|25680;2026-09-04\|1466.00\|-2.79\|1520.00\|1527.01\|1441.25\|26499;2026-09-07\|1702.00\|16.10\|1499.00\|1706.00\|1488.00\|56399;2026-09-08\|1715.00\|0.76\|1701.93\|1775.00\|1671.10\|39564;2026-09-09\|1718.00\|0.17\|1759.00\|1775.27\|1705.00\|25770;2026-09-10\|1719.00\|0.06\|1702.50\|1744.48\|1685.55\|22746;2026-09-11\|1701.00\|-1.05\|1684.21\|1734.34\|1665.50\|33652;2026-09-14\|1692.66\|-0.49\|1670.00\|1745.00\|1670.00\|25309;2026-09-15\|1685.15\|-0.44\|1686.00\|1735.00\|1677.57\|20710;2026-09-16\|1750.94\|3.90\|1690.00\|1786.68\|1680.00\|28562;2026-09-17\|1784.66\|1.93\|1755.00\|1848.88\|1740.00\|33738;2026-09-18\|1835.00\|2.82\|1816.00\|1888.00\|1795.00\|34812;2026-09-21\|1838.56\|0.19\|1850.00\|1880.00\|1789.00\|29056;2026-09-22\|1753.10\|-4.65\|1850.00\|1859.00\|1752.80\|32868;2026-09-23\|1734.98\|-1.03\|1764.82\|1810.00\|1720.00\|34674;2026-09-24\|1700.03\|-1.96\|1735.00\|1759.98\|1695.00\|21408;2026-09-28\|1591.43\|-6.39\|1632.00\|1656.97\|1561.00\|38734;2026-09-29\|1638.50\|2.96\|1593.67\|1645.99\|1578.00\|30989;2026-09-30\|1613.00\|-1.56\|1644.20\|1648.18\|1612.88\|19112;2026-10-08\|1290.40\|-20.00\|1361.00\|1412.92\|1290.40\|55109;2026-10-09\|1206.01\|-6.54\|1225.89\|1248.00\|1156.00\|72137;2026-10-12\|1122.11\|-6.96\|1203.17\|1205.00\|1122.11\|49006;2026-10-13\|1163.00\|3.64\|1053.15\|1195.00\|1053.15\|64835;2026-10-14\|1118.89\|-3.79\|1178.00\|1192.50\|1105.00\|33666;2026-10-15\|1066.50\|-4.68\|1069.00\|1108.00\|1055.00\|41117;2026-10-16\|1028.58\|-3.56\|1101.91\|1110.15\|1015.60\|50624;2026-10-19\|1002.00\|-2.58\|1019.98\|1028.52\|978.10\|36228;2026-10-20\|1010.35\|0.83\|1004.85\|1055.00\|986.39\|39682;2026-10-21\|1021.10\|1.06\|1035.00\|1059.26\|1010.10\|36554;2026-10-22\|920.00\|-9.90\|1030.00\|1035.00\|920.00\|52132;2026-10-23\|925.15\|0.56\|890.00\|934.00\|844.16\|55885;2026-10-26\|875.00\|-5.42\|899.99\|909.56\|851.34\|44878;2026-10-27\|833.58\|-4.73\|898.91\|901.88\|828.00\|33074;2026-10-28\|840.00\|0.77\|850.58\|880.25\|813.00\|69978;2026-10-29\|742.33\|-11.63\|822.00\|826.95\|740.00\|57371;2026-10-30\|688.99\|-7.19\|695.05\|736.03\|669.07\|52543;2026-11-02\|678.00\|-1.60\|710.50\|718.00\|655.67\|57159;2026-11-03\|604.90\|-10.78\|662.47\|666.66\|595.00\|79408;2026-11-04\|661.00\|9.27\|613.00\|668.00\|579.00\|87470;2026-11-05\|654.00\|-1.06\|620.11\|679.80\|610.03\|75252;2026-11-06\|598.90\|-8.43\|561.60\|632.99\|555.54\|68188;2026-11-09\|645.45\|7.77\|610.88\|665.48\|585.01\|71941;2026-11-10\|645.71\|0.04\|680.00\|694.00\|643.00\|65228;2026-11-11\|774.85\|20.00\|658.21\|774.85\|658.21\|101275
122877	美股光通信板块大涨	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014;2026-07-27\|209.19\|2.84\|201.76\|210.32\|200.10\|258245;2026-07-28\|181.56\|-13.21\|198.11\|202.98\|180.01\|445775;2026-07-29\|182.09\|0.29\|182.50\|185.07\|170.63\|433603;2026-07-30\|160.10\|-12.08\|180.03\|180.76\|155.55\|578976;2026-07-31\|171.01\|6.81\|180.00\|185.03\|170.93\|548857;2026-08-03\|180.50\|5.55\|170.97\|187.50\|168.50\|559978;2026-08-04\|212.00\|17.45\|189.98\|216.00\|188.18\|783303;2026-08-05\|216.85\|2.29\|198.00\|218.20\|193.00\|859537;2026-08-06\|225.28\|3.89\|208.00\|228.00\|202.00\|677501;2026-08-07\|230.68\|2.40\|230.00\|236.82\|224.96\|609932;2026-08-10\|223.03\|-3.32\|233.21\|235.00\|216.68\|466718;2026-08-11\|222.49\|-0.24\|218.22\|228.58\|216.88\|318683;2026-08-12\|240.05\|7.89\|224.01\|248.50\|221.99\|534737;2026-08-13\|257.16\|7.13\|250.10\|271.40\|250.10\|646795;2026-08-14\|267.71\|4.10\|262.01\|267.71\|252.00\|524891;2026-08-17\|286.56\|7.04\|278.00\|291.80\|274.59\|631593;2026-08-18\|291.44\|1.70\|288.00\|295.00\|279.36\|547692;2026-08-19\|277.40\|-4.82\|272.00\|289.70\|267.89\|631652;2026-08-20\|276.25\|-0.41\|282.50\|284.00\|260.50\|517374;2026-08-21\|273.08\|-1.15\|276.10\|288.00\|269.65\|504443;2026-08-24\|249.50\|-8.63\|268.88\|270.94\|241.00\|644778;2026-08-25\|257.10\|3.05\|249.50\|264.72\|241.80\|451097;2026-08-26\|253.58\|-1.37\|256.97\|256.97\|245.01\|368214;2026-08-27\|267.16\|5.36\|258.39\|276.66\|256.48\|519430;2026-08-28\|263.58\|-1.34\|266.20\|274.99\|261.92\|338960;2026-08-31\|263.00\|-0.22\|255.01\|264.59\|253.68\|286960;2026-09-01\|251.77\|-4.27\|261.05\|261.95\|247.20\|330521;2026-09-02\|250.00\|-0.70\|247.86\|255.69\|237.80\|416345;2026-09-03\|248.81\|-0.48\|253.00\|253.99\|243.96\|254888;2026-09-04\|248.70\|-0.04\|252.01\|262.68\|246.02\|385892;2026-09-07\|267.00\|7.36\|256.22\|268.87\|254.40\|519294;2026-09-08\|258.50\|-3.18\|265.10\|273.33\|256.80\|410935;2026-09-09\|258.03\|-0.18\|270.00\|270.88\|256.13\|300596;2026-09-10\|269.00\|4.25\|253.92\|276.99\|253.07\|509837;2026-09-11\|261.96\|-2.62\|264.00\|270.89\|254.60\|455444;2026-09-14\|256.96\|-1.91\|254.65\|267.58\|250.01\|326583;2026-09-15\|257.38\|0.16\|255.53\|263.98\|248.60\|316629;2026-09-16\|268.99\|4.51\|258.61\|273.95\|256.93\|429877;2026-09-17\|277.65\|3.41\|268.54\|282.60\|268.54\|456352;2026-09-18\|284.66\|2.52\|283.67\|292.07\|278.68\|456069;2026-09-21\|279.26\|-1.90\|286.17\|290.95\|276.88\|343928;2026-09-22\|275.84\|-1.22\|284.93\|284.93\|275.00\|286361;2026-09-23\|275.40\|-0.16\|277.00\|281.00\|271.30\|236256;2026-09-24\|267.93\|-2.71\|273.22\|274.67\|265.22\|220605;2026-09-28\|244.80\|-8.63\|262.50\|264.00\|243.00\|335954;2026-09-29\|255.99\|4.57\|245.20\|258.00\|242.16\|291467;2026-09-30\|260.77\|1.87\|256.01\|266.85\|253.16\|294324;2026-10-08\|235.07\|-9.86\|259.22\|259.80\|230.78\|408707;2026-10-09\|235.04\|-0.01\|227.79\|237.87\|223.80\|322226;2026-10-12\|229.54\|-2.34\|232.00\|244.84\|229.00\|275353;2026-10-13\|246.70\|7.48\|218.46\|250.00\|217.01\|418887;2026-10-14\|229.00\|-7.17\|244.07\|245.45\|228.00\|295021;2026-10-15\|223.33\|-2.48\|221.01\|229.73\|218.00\|296215;2026-10-16\|212.80\|-4.71\|228.00\|230.03\|209.23\|333298;2026-10-19\|203.30\|-4.46\|210.88\|214.00\|199.00\|285687;2026-10-20\|204.54\|0.61\|201.60\|209.47\|197.68\|251840;2026-10-21\|214.98\|5.10\|208.00\|220.50\|208.00\|332277;2026-10-22\|197.00\|-8.36\|217.00\|218.68\|197.00\|330225;2026-10-23\|200.81\|1.93\|194.99\|202.31\|181.50\|441523;2026-10-26\|196.98\|-1.91\|193.01\|202.60\|185.12\|336556;2026-10-27\|188.62\|-4.24\|203.00\|204.00\|188.50\|288507;2026-10-28\|201.43\|6.79\|198.19\|201.90\|192.71\|372345;2026-10-29\|161.60\|-19.77\|191.00\|192.00\|161.14\|738565;2026-10-30\|148.00\|-8.42\|144.00\|158.82\|144.00\|465177;2026-11-02\|141.75\|-4.22\|150.02\|151.99\|140.38\|491745;2026-11-03\|123.61\|-12.80\|135.37\|136.75\|122.88\|663523;2026-11-04\|136.00\|10.02\|123.65\|138.00\|119.13\|736013;2026-11-05\|129.50\|-4.78\|128.20\|134.89\|126.01\|584959;2026-11-06\|122.00\|-5.79\|116.28\|125.86\|113.36\|532610;2026-11-09\|122.82\|0.67\|124.01\|127.50\|119.50\|384469;2026-11-10\|126.41\|2.92\|130.00\|131.32\|126.17\|406264;2026-11-11\|144.06\|13.96\|129.09\|144.61\|128.00\|749143
122876	美股光通信板块大涨		公司拟购福可喜玛82.38%股权，标的专注MT插芯等MPO配套部件研发，产品应用于数据中心高速连接场景	2026-07-02\|160.91\|-5.79\|161.00\|170.60\|156.10\|202208;2026-07-03\|158.57\|-1.45\|158.13\|166.69\|157.29\|165184;2026-07-06\|148.68\|-6.24\|158.00\|158.57\|141.00\|256712;2026-07-07\|144.96\|-2.50\|149.30\|150.00\|141.33\|155785;2026-07-08\|141.91\|-2.10\|147.00\|149.90\|138.00\|166734;2026-07-09\|154.56\|8.91\|144.90\|156.36\|136.50\|268954;2026-07-10\|147.63\|-4.48\|159.00\|162.62\|147.55\|230794;2026-07-13\|139.60\|-5.44\|145.01\|149.80\|138.70\|167564;2026-07-14\|151.90\|8.81\|140.70\|153.85\|137.80\|243067;2026-07-15\|146.70\|-3.42\|153.11\|156.80\|146.20\|192643;2026-07-16\|142.03\|-3.18\|140.07\|148.58\|137.00\|168980;2026-07-17\|117.99\|-16.93\|140.76\|142.00\|117.85\|252729;2026-07-20\|111.50\|-5.50\|122.58\|127.20\|105.29\|296345;2026-07-21\|121.90\|9.33\|113.60\|122.87\|95.99\|326847;2026-07-22\|116.30\|-4.59\|120.00\|126.70\|115.00\|241454;2026-07-23\|114.20\|-1.81\|119.70\|122.58\|113.13\|179018;2026-07-24\|111.58\|-2.29\|113.03\|115.50\|110.58\|140679;2026-07-27\|114.89\|2.97\|111.48\|115.50\|109.00\|155343;2026-07-28\|100.20\|-12.79\|110.80\|113.66\|99.50\|243065;2026-07-29\|96.00\|-4.19\|100.19\|101.98\|89.41\|287013;2026-07-30\|83.97\|-12.53\|94.86\|95.00\|81.68\|337770;2026-07-31\|90.04\|7.23\|96.00\|96.00\|89.50\|276210;2026-08-03\|96.77\|7.47\|91.89\|99.80\|90.16\|364087;2026-08-04\|113.70\|17.50\|102.38\|113.98\|99.94\|424692;2026-08-05\|114.61\|0.80\|110.25\|116.07\|107.30\|392405;2026-08-06\|118.75\|3.61\|112.60\|120.48\|111.20\|322454;2026-08-07\|127.70\|7.54\|118.94\|128.51\|118.94\|343765;2026-08-10\|134.01\|4.94\|128.90\|138.00\|124.55\|332954;2026-08-11\|130.50\|-2.62\|128.79\|133.36\|125.57\|245860;2026-08-12\|139.89\|7.20\|131.00\|142.50\|131.00\|276471;2026-08-13\|138.61\|-0.92\|142.00\|146.00\|138.60\|274170;2026-08-14\|140.76\|1.55\|139.44\|141.50\|136.22\|182366;2026-08-17\|160.00\|13.67\|144.88\|160.00\|143.80\|288363;2026-08-18\|162.30\|1.44\|160.00\|163.90\|158.49\|225475;2026-08-19\|151.41\|-6.71\|154.00\|158.49\|149.44\|287375;2026-08-20\|164.00\|8.32\|154.00\|166.80\|146.68\|316403;2026-08-21\|158.00\|-3.66\|163.00\|167.18\|156.78\|289729;2026-08-24\|154.05\|-2.50\|156.79\|158.00\|148.99\|252066;2026-08-25\|151.70\|-1.53\|149.00\|154.78\|146.68\|171188;2026-08-26\|149.51\|-1.44\|154.44\|154.55\|146.50\|150133;2026-08-27\|159.14\|6.44\|152.79\|161.83\|150.36\|221973;2026-08-28\|155.10\|-2.54\|158.60\|161.60\|155.00\|165948;2026-08-31\|157.93\|1.82\|148.00\|157.93\|148.00\|136315;2026-09-01\|150.79\|-4.52\|156.36\|157.08\|148.41\|147156;2026-09-02\|148.14\|-1.76\|145.83\|149.80\|144.02\|142339;2026-09-03\|147.11\|-0.70\|151.58\|151.98\|145.00\|116073;2026-09-04\|141.62\|-3.73\|148.79\|153.66\|140.60\|165193;2026-09-07\|154.91\|9.38\|145.82\|156.15\|145.00\|219771;2026-09-08\|150.21\|-3.03\|155.22\|157.23\|149.29\|178030;2026-09-09\|147.95\|-1.50\|155.01\|156.00\|147.01\|174917;2026-09-10\|149.75\|1.22\|147.00\|154.86\|146.69\|181339;2026-09-11\|148.50\|-0.83\|147.00\|152.77\|141.88\|207669;2026-09-14\|145.03\|-2.34\|143.00\|147.89\|140.50\|126282;2026-09-15\|146.85\|1.25\|142.90\|150.88\|142.90\|143261;2026-09-16\|160.78\|9.49\|147.70\|162.80\|146.10\|262741;2026-09-17\|160.60\|-0.11\|160.80\|163.60\|159.00\|183854;2026-09-18\|170.38\|6.09\|165.20\|172.82\|162.50\|244588;2026-09-21\|171.50\|0.66\|175.07\|177.69\|167.19\|194355;2026-09-22\|164.80\|-3.91\|174.00\|174.90\|164.50\|218722;2026-09-23\|163.68\|-0.68\|165.89\|166.49\|162.76\|118252;2026-09-24\|157.30\|-3.90\|163.14\|165.03\|157.10\|130706;2026-09-28\|145.50\|-7.50\|155.00\|157.00\|143.43\|157098;2026-09-29\|153.70\|5.64\|145.50\|154.79\|144.00\|157445;2026-09-30\|154.48\|0.51\|155.95\|156.42\|152.46\|123835;2026-10-08\|127.60\|-17.40\|137.95\|142.48\|126.30\|366170;2026-10-09\|131.97\|3.42\|125.00\|133.97\|125.00\|270521;2026-10-12\|125.76\|-4.71\|131.00\|133.88\|125.62\|141015;2026-10-13\|130.31\|3.62\|119.00\|132.43\|118.10\|189759;2026-10-14\|122.50\|-5.99\|130.00\|130.03\|122.00\|140330;2026-10-15\|115.58\|-5.65\|116.73\|119.85\|113.00\|162249;2026-10-16\|112.41\|-2.74\|118.00\|119.49\|111.16\|151151;2026-10-19\|111.84\|-0.51\|113.07\|115.07\|107.50\|122166;2026-10-20\|113.93\|1.87\|110.78\|116.96\|108.88\|127665;2026-10-21\|117.70\|3.31\|117.00\|121.50\|115.10\|198201;2026-10-22\|114.40\|-2.80\|119.00\|124.60\|114.31\|290200;2026-10-23\|114.00\|-0.35\|110.41\|115.88\|103.41\|273342;2026-10-26\|112.08\|-1.68\|112.21\|115.19\|106.02\|212274;2026-10-27\|107.30\|-4.26\|116.90\|117.50\|107.00\|184978;2026-10-28\|114.89\|7.07\|113.74\|117.50\|109.45\|277594;2026-10-29\|98.70\|-14.09\|113.42\|113.89\|98.66\|260832;2026-10-30\|92.53\|-6.25\|93.06\|99.63\|90.28\|225842;2026-11-02\|90.90\|-1.76\|94.84\|96.00\|89.26\|198593;2026-11-03\|81.76\|-10.05\|88.33\|90.20\|80.88\|262639;2026-11-04\|90.67\|10.90\|83.64\|91.50\|79.52\|272687;2026-11-05\|89.35\|-1.46\|85.68\|94.52\|84.88\|255036;2026-11-06\|84.41\|-5.53\|79.07\|85.33\|76.60\|296389;2026-11-09\|85.91\|1.78\|86.01\|88.87\|81.81\|191592;2026-11-10\|90.27\|5.08\|90.50\|92.95\|88.66\|200343;2026-11-11\|102.89\|13.98\|92.00\|104.78\|90.06\|316036
122875	美股光通信板块大涨	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386;2026-07-27\|108.51\|2.37\|105.02\|108.56\|102.81\|90408;2026-07-28\|100.28\|-7.58\|106.00\|109.36\|99.45\|102942;2026-07-29\|98.55\|-1.73\|100.45\|102.51\|93.66\|100703;2026-07-30\|91.10\|-7.56\|97.93\|98.42\|89.09\|100037;2026-07-31\|94.70\|3.95\|100.21\|100.21\|94.50\|113275;2026-08-03\|91.18\|-3.72\|93.38\|94.37\|90.07\|83593;2026-08-04\|100.30\|10.00\|93.00\|100.30\|91.86\|119145;2026-08-05\|108.63\|8.31\|98.67\|109.83\|97.78\|141552;2026-08-06\|111.76\|2.88\|106.95\|113.88\|105.58\|111623;2026-08-07\|115.86\|3.67\|113.71\|117.00\|110.52\|105073;2026-08-10\|112.74\|-2.69\|117.00\|117.83\|109.46\|113610;2026-08-11\|117.64\|4.35\|112.32\|124.01\|110.67\|164222;2026-08-12\|119.39\|1.49\|119.00\|121.65\|115.50\|109197;2026-08-13\|118.25\|-0.95\|121.95\|124.80\|118.00\|103764;2026-08-14\|130.08\|10.00\|120.20\|130.08\|118.66\|130754;2026-08-17\|143.09\|10.00\|135.29\|143.09\|133.14\|172019;2026-08-18\|143.61\|0.36\|147.09\|150.00\|141.37\|186817;2026-08-19\|129.25\|-10.00\|139.65\|141.28\|129.25\|165266;2026-08-20\|129.13\|-0.09\|133.00\|134.50\|127.82\|128860;2026-08-21\|142.04\|10.00\|128.19\|142.04\|126.11\|161179;2026-08-24\|134.60\|-5.24\|143.36\|145.00\|131.00\|168449;2026-08-25\|128.00\|-4.90\|128.01\|131.89\|124.95\|115626;2026-08-26\|126.92\|-0.84\|128.61\|131.45\|123.83\|109452;2026-08-27\|131.35\|3.49\|129.19\|133.38\|126.40\|120517;2026-08-28\|126.65\|-3.58\|130.05\|133.20\|126.60\|101704;2026-08-31\|127.49\|0.66\|122.88\|128.00\|122.64\|87606;2026-09-01\|122.18\|-4.17\|127.08\|127.65\|120.60\|95298;2026-09-02\|118.92\|-2.67\|119.50\|121.30\|117.50\|76728;2026-09-03\|120.39\|1.24\|119.52\|120.94\|117.20\|70677;2026-09-04\|113.78\|-5.49\|120.65\|121.49\|112.40\|100518;2026-09-07\|120.72\|6.10\|115.37\|121.85\|115.00\|92667;2026-09-08\|118.75\|-1.63\|120.18\|121.00\|116.88\|72182;2026-09-09\|120.60\|1.56\|122.00\|124.95\|118.01\|124149;2026-09-10\|120.12\|-0.40\|118.00\|125.55\|116.66\|100441;2026-09-11\|118.06\|-1.72\|117.00\|119.91\|113.00\|91740;2026-09-14\|122.88\|4.08\|115.26\|125.18\|113.69\|113185;2026-09-15\|125.20\|1.89\|122.91\|129.43\|122.45\|108796;2026-09-16\|137.72\|10.00\|127.00\|137.72\|126.01\|61141;2026-09-17\|137.40\|-0.23\|137.70\|143.42\|136.49\|218697;2026-09-18\|135.50\|-1.38\|139.02\|139.90\|134.60\|162021;2026-09-21\|136.95\|1.07\|136.67\|139.48\|135.85\|121623;2026-09-22\|133.66\|-2.40\|138.58\|139.15\|132.97\|112415;2026-09-23\|134.60\|0.70\|133.59\|136.70\|131.37\|83965;2026-09-24\|129.35\|-3.90\|134.59\|136.23\|129.28\|82210;2026-09-28\|116.99\|-9.56\|129.28\|129.28\|116.42\|103034;2026-09-29\|118.57\|1.35\|117.12\|119.98\|115.71\|65403;2026-09-30\|118.84\|0.23\|119.59\|122.50\|117.06\|60943;2026-10-08\|110.64\|-6.90\|118.89\|120.16\|108.77\|90035;2026-10-09\|109.99\|-0.59\|109.13\|110.69\|101.18\|94342;2026-10-12\|106.94\|-2.77\|109.01\|110.80\|105.83\|55546;2026-10-13\|109.72\|2.60\|102.78\|111.50\|101.50\|79680;2026-10-14\|107.67\|-1.87\|109.41\|112.13\|107.00\|60105;2026-10-15\|102.52\|-4.78\|103.22\|105.19\|100.22\|79575;2026-10-16\|101.00\|-1.48\|104.56\|105.20\|99.90\|61583;2026-10-19\|98.94\|-2.04\|100.00\|100.99\|95.00\|51665;2026-10-20\|100.19\|1.45\|98.53\|102.50\|97.35\|44776;2026-10-21\|100.83\|0.64\|101.25\|104.42\|100.20\|46400;2026-10-22\|95.93\|-4.86\|100.88\|101.70\|95.00\|54335;2026-10-23\|96.15\|0.23\|93.00\|96.68\|87.06\|82135;2026-10-26\|95.00\|-1.20\|94.23\|96.30\|89.78\|85508;2026-10-27\|90.01\|-5.25\|96.61\|97.69\|90.00\|49703;2026-10-28\|93.06\|3.39\|92.22\|94.38\|90.02\|52081;2026-10-29\|86.61\|-6.93\|92.30\|92.58\|86.50\|69531;2026-10-30\|80.30\|-7.29\|83.23\|86.00\|80.20\|63436;2026-11-02\|85.13\|6.01\|83.89\|86.76\|82.56\|88092;2026-11-03\|79.55\|-6.55\|83.50\|84.20\|79.00\|69459;2026-11-04\|86.82\|9.14\|80.00\|87.50\|77.58\|96622;2026-11-05\|86.71\|-0.13\|84.98\|89.98\|84.45\|79940;2026-11-06\|83.04\|-4.23\|80.00\|84.42\|79.94\|65742;2026-11-09\|84.12\|1.30\|84.28\|85.39\|82.60\|56295;2026-11-10\|86.37\|2.67\|86.30\|88.28\|85.77\|52429;2026-11-11\|89.80\|3.97\|86.60\|90.57\|85.85\|72348
122874	美股光通信板块大涨		2026-04上市	2026-07-02\|2130.00\|-5.12\|2150.00\|2226.03\|2059.92\|10112;2026-07-03\|2270.00\|6.57\|2129.76\|2315.00\|2018.01\|19240;2026-07-06\|2223.00\|-2.07\|2255.00\|2377.99\|2162.00\|11286;2026-07-07\|2200.00\|-1.03\|2180.00\|2280.00\|2170.88\|9422;2026-07-08\|2132.99\|-3.05\|2210.00\|2275.00\|2100.00\|10244;2026-07-09\|2253.60\|5.65\|2179.99\|2288.00\|2125.02\|12833;2026-07-10\|2084.96\|-7.48\|2280.00\|2385.00\|2084.96\|11687;2026-07-13\|1934.99\|-7.19\|2029.94\|2135.88\|1881.11\|18693;2026-07-14\|2104.28\|8.75\|1940.00\|2128.38\|1904.55\|11848;2026-07-15\|2067.02\|-1.77\|2140.00\|2188.88\|2020.00\|10003;2026-07-16\|1983.00\|-4.06\|1999.97\|2103.33\|1905.26\|10788;2026-07-17\|1586.42\|-20.00\|1978.44\|1999.80\|1586.40\|22575;2026-07-20\|1706.00\|7.54\|1670.01\|1849.00\|1607.07\|21445;2026-07-21\|1993.05\|16.83\|1760.00\|1999.98\|1623.12\|18655;2026-07-22\|1888.08\|-5.27\|1979.00\|2048.00\|1840.00\|13685;2026-07-23\|1938.00\|2.64\|1973.00\|2009.00\|1870.00\|12320;2026-07-24\|1955.00\|0.88\|1900.00\|2037.77\|1850.50\|11698;2026-07-27\|2151.28\|10.04\|1900.00\|2199.99\|1875.51\|14803;2026-07-28\|1850.00\|-14.00\|2037.17\|2090.00\|1735.05\|19969;2026-07-29\|1788.14\|-3.34\|1813.50\|1868.58\|1685.00\|17162;2026-07-30\|1536.00\|-14.10\|1745.80\|1766.00\|1461.10\|25815;2026-07-31\|1640.00\|6.77\|1800.00\|1810.00\|1630.81\|19363;2026-08-03\|1624.00\|-0.98\|1590.00\|1719.90\|1589.98\|11759;2026-08-04\|1948.80\|20.00\|1678.99\|1948.80\|1670.00\|22297;2026-08-05\|2079.00\|6.68\|1883.78\|2100.00\|1805.00\|23585;2026-08-06\|2095.01\|0.77\|1990.00\|2148.63\|1950.10\|14093;2026-08-07\|2220.00\|5.97\|2082.70\|2296.00\|2082.70\|14225;2026-08-10\|2139.00\|-3.65\|2189.00\|2214.99\|2050.00\|11199;2026-08-11\|2062.03\|-3.60\|2099.90\|2117.99\|2021.00\|8282;2026-08-12\|2248.00\|9.02\|2050.00\|2260.00\|2050.00\|10476;2026-08-13\|2212.00\|-1.60\|2300.00\|2321.99\|2210.00\|8266;2026-08-14\|2220.98\|0.41\|2275.00\|2275.00\|2180.00\|5128;2026-08-17\|2255.00\|1.53\|2233.43\|2298.00\|2154.93\|8423;2026-08-18\|2372.00\|5.19\|2320.00\|2494.88\|2307.20\|12502;2026-08-19\|2221.02\|-6.37\|2250.00\|2387.00\|2200.00\|11187;2026-08-20\|2314.01\|4.19\|2280.00\|2450.00\|2166.88\|11366;2026-08-21\|2322.22\|0.35\|2299.00\|2389.90\|2252.84\|7885;2026-08-24\|2265.99\|-2.42\|2300.10\|2320.00\|2188.00\|7848;2026-08-25\|2209.00\|-2.52\|2208.00\|2283.80\|2175.00\|5757;2026-08-26\|2259.00\|2.26\|2219.00\|2274.44\|2123.00\|6780;2026-08-27\|2319.00\|2.66\|2399.97\|2425.00\|2246.00\|10134;2026-08-28\|2279.02\|-1.72\|2299.98\|2365.96\|2200.50\|9596;2026-08-31\|2441.96\|7.15\|2205.00\|2456.00\|2180.00\|9995;2026-09-01\|2399.00\|-1.76\|2445.00\|2480.68\|2382.05\|5146;2026-09-02\|2399.80\|0.03\|2380.00\|2518.00\|2350.00\|9204;2026-09-03\|2528.00\|5.34\|2399.00\|2564.00\|2320.00\|10442;2026-09-04\|2465.00\|-2.49\|2500.00\|2576.99\|2390.00\|8924;2026-09-07\|2656.90\|7.79\|2468.00\|2700.00\|2468.00\|10795;2026-09-08\|2653.00\|-0.15\|2640.00\|2733.00\|2560.01\|9076;2026-09-09\|2471.00\|-6.86\|2679.53\|2679.53\|2400.00\|11640;2026-09-10\|2436.00\|-1.42\|2420.00\|2468.98\|2381.07\|6944;2026-09-11\|2459.87\|0.98\|2400.00\|2519.90\|2380.00\|8626;2026-09-14\|2411.98\|-1.95\|2420.00\|2495.00\|2368.00\|7113;2026-09-15\|2307.80\|-4.32\|2410.00\|2415.00\|2293.00\|9506;2026-09-16\|2322.88\|0.65\|2308.00\|2370.00\|2272.88\|10082;2026-09-17\|2371.00\|2.07\|2300.00\|2420.00\|2290.03\|9382;2026-09-18\|2468.00\|4.09\|2420.00\|2478.00\|2360.20\|9399;2026-09-21\|2339.10\|-5.22\|2478.00\|2480.00\|2280.00\|11822;2026-09-22\|2316.00\|-0.99\|2339.10\|2395.55\|2300.14\|7633;2026-09-23\|2280.02\|-1.55\|2320.00\|2333.00\|2270.00\|7033;2026-09-24\|2231.01\|-2.15\|2274.60\|2279.87\|2231.01\|4753;2026-09-28\|2174.99\|-2.51\|2211.01\|2245.00\|2125.00\|6549;2026-09-29\|1496.00\|1.80\|1461.00\|1528.00\|1438.02\|10920;2026-09-30\|1546.63\|3.38\|1500.00\|1566.99\|1489.62\|14713;2026-10-08\|1420.00\|-8.19\|1505.00\|1548.00\|1370.10\|17428;2026-10-09\|1390.00\|-2.11\|1380.00\|1430.83\|1333.00\|15109;2026-10-12\|1277.00\|-8.13\|1380.00\|1392.21\|1268.89\|15885;2026-10-13\|1332.80\|4.37\|1320.00\|1395.23\|1258.19\|35548;2026-10-14\|1282.98\|-3.74\|1319.48\|1320.00\|1241.00\|20520;2026-10-15\|1266.20\|-1.31\|1210.01\|1295.94\|1210.01\|21799;2026-10-16\|1200.00\|-5.23\|1290.25\|1315.00\|1190.02\|19935;2026-10-19\|1152.50\|-3.96\|1157.10\|1190.01\|1118.00\|18153;2026-10-20\|1193.79\|3.58\|1135.66\|1228.00\|1135.66\|16155;2026-10-21\|1201.00\|0.60\|1211.47\|1245.00\|1195.00\|11910;2026-10-22\|1082.00\|-9.91\|1201.73\|1211.82\|1082.00\|17295;2026-10-23\|1117.00\|3.23\|1052.00\|1128.96\|1032.00\|22304;2026-10-26\|1050.00\|-6.00\|1080.00\|1109.99\|1025.00\|30220;2026-10-27\|987.00\|-6.00\|1079.99\|1095.00\|986.00\|17925;2026-10-28\|1046.00\|5.98\|1006.00\|1057.00\|999.00\|23290;2026-10-29\|963.47\|-7.89\|1021.00\|1043.00\|951.00\|19459;2026-10-30\|877.90\|-8.88\|923.84\|955.99\|873.42\|23385;2026-11-02\|917.30\|4.49\|904.23\|942.88\|878.02\|25337;2026-11-03\|831.00\|-9.41\|905.79\|914.96\|806.03\|25624;2026-11-04\|909.89\|9.49\|840.00\|926.00\|801.00\|35362;2026-11-05\|820.00\|-9.88\|840.00\|860.00\|783.31\|45012;2026-11-06\|748.00\|-8.78\|730.00\|792.98\|697.01\|40752;2026-11-09\|764.68\|2.23\|759.00\|782.80\|690.00\|31308;2026-11-10\|750.73\|-1.82\|806.22\|825.00\|748.00\|32960;2026-11-11\|840.00\|11.89\|759.00\|844.44\|758.89\|50895
122873	美股光通信板块大涨	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1）参股子公司储翰科技是一家专注于接入网光模块和光组件生产及销售的高新技术企业，拥有从芯片封装到光电器件到光电模块的垂直整合产品线； 2）子公司成都旭瓷具备商用氮化铝全产业链的量产能力，产品涵盖氮化铝粉体(原粉，造粒粉，填料粉)、氮化铝基板、氮化铝结构件、氮化铝高温共烧陶瓷(HTCC)及高端功能器件(陶瓷管壳、加热器、光通信器件、TR组件)，产品被广泛应用于新能源汽车、半导体装备、大功率电力电子模块等高端制造领域，以及低轨卫星、船舶导航等国家战略场景	2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697;2026-09-11\|31.18\|-1.95\|31.00\|32.28\|29.82\|456855;2026-09-14\|33.20\|6.48\|30.64\|33.50\|29.64\|660013;2026-09-15\|32.75\|-1.36\|33.46\|33.88\|32.20\|484469;2026-09-16\|34.03\|3.91\|32.90\|34.86\|32.37\|684176;2026-09-17\|33.88\|-0.44\|34.00\|35.49\|33.32\|632894;2026-09-18\|34.53\|1.92\|35.20\|35.85\|33.14\|614634;2026-09-21\|33.64\|-2.58\|34.54\|35.10\|33.51\|592266;2026-09-22\|33.32\|-0.95\|33.96\|35.49\|33.03\|552114;2026-09-23\|33.45\|0.39\|33.20\|34.55\|32.55\|519067;2026-09-24\|32.57\|-2.63\|33.19\|34.78\|32.13\|795174;2026-09-28\|29.31\|-10.01\|31.77\|32.20\|29.31\|480600;2026-09-29\|29.30\|-0.03\|29.00\|29.75\|28.73\|347002;2026-09-30\|28.68\|-2.12\|29.50\|30.05\|28.45\|329657;2026-10-08\|27.55\|-3.94\|28.45\|28.95\|27.23\|312338;2026-10-09\|26.41\|-4.14\|27.20\|27.35\|24.95\|456696;2026-10-12\|24.82\|-6.02\|26.31\|26.31\|24.77\|309039;2026-10-13\|25.41\|2.38\|24.24\|25.86\|23.12\|361148;2026-10-14\|24.50\|-3.58\|25.40\|25.66\|24.43\|233559;2026-10-15\|23.27\|-5.02\|23.58\|23.88\|22.88\|299209;2026-10-16\|22.98\|-1.25\|23.85\|24.01\|22.75\|272846;2026-10-19\|23.02\|0.17\|22.77\|23.44\|21.75\|285552;2026-10-20\|24.08\|4.60\|23.02\|24.86\|22.70\|408512;2026-10-21\|24.29\|0.87\|24.36\|25.14\|23.90\|335765;2026-10-22\|22.79\|-6.18\|24.41\|24.55\|22.78\|336456;2026-10-23\|23.07\|1.23\|22.59\|23.13\|20.72\|425103;2026-10-26\|22.24\|-3.60\|22.93\|23.01\|22.06\|279172;2026-10-27\|21.50\|-3.33\|22.88\|23.05\|21.48\|234117;2026-10-28\|22.39\|4.14\|21.88\|22.58\|21.50\|332493;2026-10-29\|20.69\|-7.59\|22.27\|22.33\|20.61\|379393;2026-10-30\|18.70\|-9.62\|19.69\|20.45\|18.62\|520620;2026-11-02\|19.14\|2.35\|19.07\|19.54\|18.35\|404433;2026-11-03\|17.83\|-6.84\|18.75\|19.23\|17.68\|348216;2026-11-04\|19.16\|7.46\|17.83\|19.19\|16.81\|546584;2026-11-05\|19.62\|2.40\|18.60\|20.27\|18.51\|448863;2026-11-06\|18.69\|-4.74\|18.58\|19.10\|17.89\|364335;2026-11-09\|18.78\|0.48\|19.06\|19.15\|18.59\|265551;2026-11-10\|19.50\|3.83\|19.33\|19.88\|19.20\|315183;2026-11-11\|20.49\|5.08\|19.51\|20.56\|19.36\|350471
122872	美股光通信板块大涨	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976;2026-07-24\|186.80\|-1.93\|187.11\|195.50\|182.00\|291426;2026-07-27\|192.85\|3.24\|185.02\|197.38\|182.00\|316780;2026-07-28\|173.57\|-10.00\|183.00\|188.82\|173.57\|355072;2026-07-29\|169.26\|-2.48\|173.43\|174.47\|158.30\|435598;2026-07-30\|152.33\|-10.00\|168.01\|168.01\|152.33\|394629;2026-07-31\|161.65\|6.12\|164.32\|167.56\|161.00\|529198;2026-08-03\|156.65\|-3.09\|158.42\|164.56\|154.00\|308555;2026-08-04\|172.32\|10.00\|159.83\|172.32\|159.78\|392743;2026-08-05\|171.55\|-0.45\|162.24\|175.30\|159.84\|659623;2026-08-06\|175.49\|2.30\|165.39\|180.00\|162.00\|507834;2026-08-07\|193.04\|10.00\|182.00\|193.04\|181.11\|699830;2026-08-10\|178.30\|-7.64\|190.93\|194.72\|173.74\|788227;2026-08-11\|184.07\|3.24\|175.84\|186.69\|173.10\|543406;2026-08-12\|185.03\|0.52\|184.01\|191.40\|181.01\|461907;2026-08-13\|184.85\|-0.10\|191.00\|196.00\|184.39\|512475;2026-08-14\|191.52\|3.61\|186.51\|193.00\|184.00\|393359;2026-08-17\|199.75\|4.30\|193.01\|201.95\|190.01\|426424;2026-08-18\|197.64\|-1.06\|200.00\|202.38\|192.07\|352007;2026-08-19\|177.88\|-10.00\|188.02\|190.00\|177.88\|395552;2026-08-20\|173.15\|-2.66\|176.50\|179.55\|170.00\|395488;2026-08-21\|178.58\|3.14\|173.26\|182.93\|173.26\|338513;2026-08-24\|166.39\|-6.83\|177.00\|178.87\|162.03\|409268;2026-08-25\|167.32\|0.56\|164.23\|169.98\|160.31\|268359;2026-08-26\|167.88\|0.33\|168.18\|170.68\|163.00\|209074;2026-08-27\|176.38\|5.06\|171.24\|178.49\|170.00\|313428;2026-08-28\|173.61\|-1.57\|176.14\|181.24\|173.49\|245030;2026-08-31\|179.90\|3.62\|168.03\|179.90\|167.90\|280117;2026-09-01\|180.72\|0.46\|181.01\|183.82\|174.40\|360367;2026-09-02\|173.44\|-4.03\|176.00\|178.00\|170.76\|255682;2026-09-03\|173.48\|0.02\|175.02\|176.80\|170.05\|188782;2026-09-04\|167.70\|-3.33\|174.60\|176.43\|166.19\|221753;2026-09-07\|184.47\|10.00\|173.10\|184.47\|173.10\|428047;2026-09-08\|179.92\|-2.47\|189.29\|190.46\|178.48\|363429;2026-09-09\|182.79\|1.60\|186.00\|191.99\|181.45\|399162;2026-09-10\|179.39\|-1.86\|183.05\|185.31\|178.03\|234924;2026-09-11\|177.36\|-1.13\|178.85\|181.70\|171.00\|331184;2026-09-14\|171.81\|-3.13\|172.54\|176.50\|169.00\|216603;2026-09-15\|168.37\|-2.00\|170.14\|173.21\|167.59\|235222;2026-09-16\|185.21\|10.00\|169.00\|185.21\|168.00\|412250;2026-09-17\|191.22\|3.25\|188.00\|196.90\|188.00\|592612;2026-09-18\|195.40\|2.19\|193.99\|199.00\|189.38\|434870;2026-09-21\|193.76\|-0.84\|198.00\|199.48\|191.73\|272646;2026-09-22\|190.37\|-1.75\|196.19\|196.70\|189.71\|299094;2026-09-23\|190.00\|-0.19\|192.75\|192.75\|187.08\|196756;2026-09-24\|181.99\|-4.22\|189.09\|189.49\|181.73\|196197;2026-09-28\|163.80\|-10.00\|180.19\|180.25\|163.79\|375826;2026-09-29\|166.90\|1.89\|164.38\|168.38\|162.18\|237670;2026-09-30\|164.88\|-1.21\|169.62\|169.62\|164.15\|163608;2026-10-08\|152.01\|-7.81\|165.01\|165.59\|150.00\|367511;2026-10-09\|148.71\|-2.17\|151.39\|151.51\|141.08\|335766;2026-10-12\|140.17\|-5.74\|147.13\|150.00\|140.00\|213983;2026-10-13\|145.86\|4.06\|135.68\|147.85\|132.70\|349948;2026-10-14\|141.09\|-3.27\|146.01\|150.00\|140.50\|248119;2026-10-15\|132.96\|-5.76\|132.01\|137.18\|131.80\|265015;2026-10-16\|133.75\|0.59\|138.50\|141.00\|132.00\|269052;2026-10-19\|132.52\|-0.92\|133.77\|134.13\|126.70\|244526;2026-10-20\|134.06\|1.16\|132.66\|137.00\|129.51\|211321;2026-10-21\|135.70\|1.22\|135.01\|140.18\|134.33\|237014;2026-10-22\|127.60\|-5.97\|135.76\|136.00\|126.91\|247079;2026-10-23\|128.63\|0.81\|124.31\|129.50\|116.78\|356774;2026-10-26\|122.53\|-4.74\|128.52\|128.98\|120.82\|232552;2026-10-27\|119.97\|-2.09\|125.04\|126.20\|119.80\|237455;2026-10-28\|123.60\|3.03\|123.00\|124.47\|120.11\|266009;2026-10-29\|112.34\|-9.11\|122.82\|123.00\|112.11\|296264;2026-10-30\|102.60\|-8.67\|106.30\|110.48\|102.56\|300593;2026-11-02\|102.44\|-0.16\|104.66\|105.24\|98.80\|307463;2026-11-03\|92.20\|-10.00\|100.00\|100.90\|92.20\|346311;2026-11-04\|98.23\|6.54\|90.42\|99.21\|86.59\|610579;2026-11-05\|97.29\|-0.96\|94.04\|101.25\|93.09\|449646;2026-11-06\|91.30\|-6.16\|91.37\|94.65\|87.86\|351828;2026-11-09\|93.35\|2.25\|94.00\|96.53\|90.80\|277651;2026-11-10\|94.48\|1.21\|97.88\|98.39\|94.06\|267076;2026-11-11\|103.93\|10.00\|95.34\|103.93\|94.87\|397870
122871	美股光通信板块大涨	高速光模块+NPO/CPO+中报预增行业原因： 1、隔夜美股科技股强劲反弹，谷歌、微软、亚马逊等科技巨头大涨，光通信及AI硬件板块情绪修复。 2、近期，海内外头部云厂商集中发布二季度财报并上修全年资本支出指引。集邦咨询8月3日预测，在AI基础建设需求高涨的背景下，2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%。公司原因： 1、据2026年7月15日公告，公司预计2026年半年度实现归母净利润3.10亿元至3.59亿元，同比增加156.65%至197.18%，主要系高速光模块业务市场需求旺盛，订单大幅增加，产品结构切换推动销售毛利率显著提升。 2、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进扩产保障800G、1.6T产品交付；1.6T产品已完成小批量供货，800G产品保持较高出货占比；目前光模块年化产能为350万支。 3、据2026年5月18日投资者关系活动记录表，公司较早前已启动NPO/CPO相关业务研发，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试	2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983;2026-07-13\|185.32\|-6.92\|194.50\|205.00\|183.45\|235719;2026-07-14\|200.23\|8.05\|188.98\|201.00\|182.01\|265118;2026-07-15\|208.10\|3.93\|202.00\|216.90\|202.00\|331156;2026-07-16\|195.70\|-5.96\|201.98\|213.00\|193.91\|210101;2026-07-17\|176.13\|-10.00\|193.43\|195.58\|176.13\|207655;2026-07-20\|158.52\|-10.00\|176.00\|176.76\|158.52\|226389;2026-07-21\|171.05\|7.90\|154.50\|174.00\|142.67\|369010;2026-07-22\|167.06\|-2.33\|168.47\|180.52\|165.57\|289679;2026-07-23\|169.03\|1.18\|172.00\|180.00\|165.01\|242988;2026-07-24\|166.80\|-1.32\|165.51\|174.89\|163.01\|148929;2026-07-27\|173.78\|4.18\|166.80\|173.97\|164.94\|183581;2026-07-28\|156.40\|-10.00\|165.96\|167.96\|156.40\|146167;2026-07-29\|144.59\|-7.55\|149.80\|150.78\|140.76\|283920;2026-07-30\|130.13\|-10.00\|140.70\|144.40\|130.13\|246349;2026-07-31\|130.25\|0.09\|138.56\|141.85\|130.08\|305426;2026-08-03\|135.17\|3.78\|127.49\|136.98\|125.70\|272671;2026-08-04\|148.69\|10.00\|143.33\|148.69\|137.61\|257775;2026-08-05\|149.56\|0.59\|133.88\|152.31\|133.85\|346419;2026-08-06\|152.80\|2.17\|145.02\|155.77\|143.80\|247823;2026-08-07\|154.78\|1.30\|155.06\|161.45\|152.30\|276040;2026-08-10\|147.92\|-4.43\|156.00\|156.34\|144.39\|225398;2026-08-11\|152.35\|2.99\|147.77\|156.21\|145.58\|187782;2026-08-12\|159.70\|4.82\|153.08\|163.83\|152.00\|209267;2026-08-13\|169.00\|5.82\|163.00\|175.67\|159.30\|385596;2026-08-14\|185.90\|10.00\|170.19\|185.90\|170.00\|397817;2026-08-17\|190.21\|2.32\|190.00\|194.69\|184.00\|384773;2026-08-18\|186.05\|-2.19\|193.44\|194.21\|183.00\|234766;2026-08-19\|167.45\|-10.00\|177.99\|177.99\|167.45\|250198;2026-08-20\|179.09\|6.95\|172.00\|183.50\|165.10\|244744;2026-08-21\|180.97\|1.05\|179.14\|190.85\|177.48\|263010;2026-08-24\|174.99\|-3.30\|183.56\|184.78\|170.74\|197654;2026-08-25\|173.50\|-0.85\|169.50\|178.11\|168.07\|173660;2026-08-26\|190.85\|10.00\|176.50\|190.85\|175.50\|269815;2026-08-27\|198.21\|3.86\|193.00\|201.00\|183.83\|372402;2026-08-28\|192.31\|-2.98\|197.88\|204.50\|191.80\|234394;2026-08-31\|187.60\|-2.45\|185.73\|192.90\|185.00\|168466;2026-09-01\|184.52\|-1.64\|189.00\|189.00\|177.00\|220340;2026-09-02\|180.00\|-2.45\|180.51\|187.50\|179.28\|145794;2026-09-03\|186.31\|3.51\|185.00\|192.37\|184.38\|252297;2026-09-04\|188.37\|1.11\|190.50\|195.88\|185.18\|259444;2026-09-07\|207.21\|10.00\|206.00\|207.21\|202.34\|171571;2026-09-08\|222.30\|7.33\|215.00\|227.83\|213.50\|488811;2026-09-09\|218.99\|-1.49\|228.00\|228.08\|217.28\|279549;2026-09-10\|234.43\|7.05\|215.00\|237.87\|215.00\|324361;2026-09-11\|224.46\|-4.25\|230.03\|236.89\|216.80\|338585;2026-09-14\|218.88\|-2.49\|213.00\|224.38\|207.18\|201754;2026-09-15\|216.40\|-1.13\|217.69\|222.50\|213.13\|165267;2026-09-16\|223.63\|3.34\|219.86\|229.09\|215.44\|260610;2026-09-17\|219.03\|-2.06\|225.00\|228.96\|218.19\|229344;2026-09-18\|227.98\|4.09\|223.41\|235.00\|220.66\|268978;2026-09-21\|223.32\|-2.04\|230.00\|232.00\|221.50\|191039;2026-09-22\|219.00\|-1.93\|226.00\|231.00\|218.01\|208523;2026-09-23\|218.17\|-0.38\|221.00\|222.00\|214.56\|152771;2026-09-24\|209.63\|-3.91\|215.65\|217.77\|208.50\|145612;2026-09-28\|197.37\|-5.85\|205.00\|215.52\|194.00\|187158;2026-09-29\|201.10\|1.89\|197.15\|204.89\|194.20\|150038;2026-09-30\|205.45\|2.16\|205.00\|209.80\|201.19\|209640;2026-10-08\|193.10\|-6.01\|200.97\|209.62\|191.06\|212799;2026-10-09\|193.00\|-0.05\|190.98\|198.74\|184.54\|233609;2026-10-12\|175.87\|-8.88\|188.00\|191.35\|175.63\|202118;2026-10-13\|186.11\|5.82\|168.98\|188.54\|167.22\|220271;2026-10-14\|181.70\|-2.37\|186.50\|189.72\|181.02\|159257;2026-10-15\|167.20\|-7.98\|172.62\|177.95\|165.00\|191229;2026-10-16\|168.51\|0.78\|174.00\|174.00\|166.58\|190625;2026-10-19\|163.81\|-2.79\|165.97\|167.79\|156.74\|184608;2026-10-20\|162.98\|-0.51\|163.42\|166.61\|158.48\|138584;2026-10-21\|173.61\|6.52\|167.02\|179.25\|167.02\|222856;2026-10-22\|156.25\|-10.00\|172.93\|174.18\|156.25\|231713;2026-10-23\|158.38\|1.36\|151.55\|159.88\|144.05\|253873;2026-10-26\|145.89\|-7.89\|154.06\|156.00\|145.00\|189068;2026-10-27\|138.36\|-5.16\|151.51\|152.44\|138.00\|175778;2026-10-28\|145.15\|4.91\|141.12\|146.20\|138.37\|199027;2026-10-29\|130.64\|-10.00\|142.02\|144.80\|130.64\|193095;2026-10-30\|125.20\|-4.16\|120.96\|133.43\|119.01\|242723;2026-11-02\|126.67\|1.17\|130.00\|132.28\|122.34\|265587;2026-11-03\|114.60\|-9.53\|121.02\|125.84\|114.01\|276431;2026-11-04\|121.58\|6.09\|115.23\|123.16\|106.50\|337676;2026-11-05\|116.45\|-4.22\|114.99\|122.79\|112.21\|292240;2026-11-06\|104.81\|-10.00\|104.81\|108.12\|104.81\|237712;2026-11-09\|103.32\|-1.42\|103.37\|107.04\|99.13\|271267;2026-11-10\|106.32\|2.90\|109.35\|110.67\|105.28\|257286;2026-11-11\|116.95\|10.00\|107.20\|116.95\|107.18\|222423
122870	美股光通信板块大涨	TCB热压键合设备+先进封装+精密焊接+光模块行业原因：据财闻6月23日消息，花旗近日大幅上调长电科技、通富微电、华天科技目标价，其核心判断是封测行业已从周期性服务提供商转变为先进封装的关键赋能者，在AI和HPC驱动下进入前所未有的超级景气周期，行业估值基准被重塑。公司原因： 1、据2026年4月24日年报及2026年5月18日互动易，公司先进封装TCB热压键合设备研发完成，可适配HBM堆叠、CoWoS封装、CPO光电共封等前沿场景，目前正为几家客户开展打样验证。 2、据2026年4月24日年报，公司致力于为精密电子组装及半导体封装领域提供智能装备解决方案，深耕精密热压焊接、高精度激光焊接等关键工艺，自主研发的高速高精固晶机已在国内外头部功率半导体企业大批量出货。 3、据2026年2月12日互动易，在光模块领域，公司的AOI设备可检测芯片偏移、金线键合缺陷等关键质量问题，可应用于COC、COB工艺场景，目前设备处于积极推广阶段。 4、据2026年4月24日年报，公司2026年一季度实现营收3.33亿元，同比增长33.09%，归母净利润7707.14万元，同比增长16.15%，受益于AI产业带动相关领域需求增长。	1、公司高速高精固晶机已批量供货成都先进等头部功率半导体企业，芯片封装AOI与光模块AOI设备在800G及以上光模块头部客户小批量应用； 2、在服务器液冷领域，公司可为液冷装置核心零部件提供精密组装自动化产线，已为飞龙股份交付多条散热水泵自动化生产线，该水泵用于英伟达服务器液冷系统	2026-07-02\|62.21\|-9.97\|64.26\|67.58\|62.19\|205871;2026-07-03\|58.70\|-5.64\|62.20\|62.88\|58.31\|195099;2026-07-06\|61.25\|4.34\|61.00\|64.57\|60.51\|258719;2026-07-07\|64.08\|4.62\|60.44\|65.88\|59.69\|251220;2026-07-08\|61.50\|-4.03\|63.61\|64.84\|59.65\|193047;2026-07-09\|66.07\|7.43\|63.35\|66.34\|61.03\|222782;2026-07-10\|59.49\|-9.96\|65.01\|68.77\|59.46\|273050;2026-07-13\|54.98\|-7.58\|57.88\|60.77\|54.15\|200836;2026-07-14\|56.50\|2.76\|54.98\|56.81\|53.56\|139969;2026-07-15\|51.78\|-8.35\|57.27\|58.23\|51.60\|150370;2026-07-16\|48.27\|-6.78\|49.85\|51.99\|48.00\|130467;2026-07-17\|43.71\|-9.45\|48.21\|48.46\|43.45\|123628;2026-07-20\|39.34\|-10.00\|44.90\|45.39\|39.34\|111179;2026-07-21\|42.50\|8.03\|39.34\|42.65\|35.41\|184818;2026-07-22\|41.37\|-2.66\|41.99\|43.51\|40.72\|119610;2026-07-23\|40.35\|-2.47\|41.70\|42.48\|39.98\|85278;2026-07-24\|40.30\|-0.12\|39.71\|41.30\|39.02\|84716;2026-07-27\|41.79\|3.70\|40.30\|41.88\|39.05\|79176;2026-07-28\|39.81\|-4.74\|41.05\|42.48\|39.48\|77672;2026-07-29\|38.03\|-4.47\|39.39\|40.17\|36.36\|117036;2026-07-30\|34.98\|-8.02\|37.99\|38.28\|34.80\|112770;2026-07-31\|37.08\|6.00\|37.22\|38.48\|36.73\|126076;2026-08-03\|35.50\|-4.26\|36.58\|37.40\|35.36\|119440;2026-08-04\|39.05\|10.00\|35.99\|39.05\|35.61\|98733;2026-08-05\|41.79\|7.02\|38.50\|42.46\|38.50\|156050;2026-08-06\|42.86\|2.56\|41.21\|43.78\|40.95\|133696;2026-08-07\|44.48\|3.78\|42.96\|45.00\|42.42\|117247;2026-08-10\|43.80\|-1.53\|44.70\|45.28\|43.06\|107190;2026-08-11\|43.47\|-0.75\|43.50\|44.76\|42.95\|78083;2026-08-12\|44.28\|1.86\|43.80\|44.57\|43.42\|68481;2026-08-13\|43.41\|-1.96\|44.80\|45.55\|43.40\|80553;2026-08-14\|45.09\|3.87\|44.28\|45.29\|43.58\|76525;2026-08-17\|46.60\|3.35\|45.10\|46.73\|44.94\|89187;2026-08-18\|46.71\|0.24\|46.51\|47.43\|45.68\|90063;2026-08-19\|42.78\|-8.41\|45.02\|46.16\|42.36\|102147;2026-08-20\|42.86\|0.19\|43.50\|43.59\|42.35\|64429;2026-08-21\|43.63\|1.80\|42.60\|44.34\|42.08\|55311;2026-08-24\|42.85\|-1.79\|43.94\|44.00\|41.65\|53226;2026-08-25\|42.66\|-0.44\|42.16\|43.50\|40.80\|58833;2026-08-26\|42.59\|-0.16\|42.70\|43.48\|41.60\|47890;2026-08-27\|43.87\|3.01\|42.85\|44.68\|42.15\|82700;2026-08-28\|44.00\|0.30\|43.87\|47.14\|43.78\|129664;2026-08-31\|45.29\|2.93\|43.00\|45.45\|42.50\|94005;2026-09-01\|43.36\|-4.26\|45.14\|45.15\|43.18\|91170;2026-09-02\|42.73\|-1.45\|42.70\|43.58\|42.40\|54466;2026-09-03\|42.82\|0.21\|43.68\|43.97\|42.05\|59458;2026-09-04\|41.00\|-4.25\|43.13\|44.20\|40.62\|78315;2026-09-07\|43.59\|6.32\|41.98\|44.07\|41.30\|96929;2026-09-08\|43.59\|0.00\|44.46\|45.65\|43.35\|103340;2026-09-09\|43.48\|-0.25\|44.00\|45.62\|43.27\|88007;2026-09-10\|43.53\|0.12\|42.81\|45.10\|42.70\|83797;2026-09-11\|42.91\|-1.42\|43.04\|43.48\|40.85\|82270;2026-09-14\|43.37\|1.07\|42.03\|43.96\|41.31\|59579;2026-09-15\|43.89\|1.20\|43.30\|44.93\|43.28\|63272;2026-09-16\|45.37\|3.37\|43.90\|45.90\|43.80\|81743;2026-09-17\|44.93\|-0.97\|45.37\|46.28\|44.79\|68809;2026-09-18\|46.85\|4.27\|45.83\|47.97\|44.62\|127375;2026-09-21\|47.90\|2.24\|47.55\|48.70\|46.70\|120415;2026-09-22\|46.99\|-1.90\|48.60\|48.80\|46.80\|93966;2026-09-23\|47.85\|1.83\|46.82\|49.18\|46.82\|101960;2026-09-24\|47.10\|-1.57\|47.68\|48.77\|46.90\|73953;2026-09-28\|43.11\|-8.47\|47.08\|47.09\|42.73\|92870;2026-09-29\|42.90\|-0.49\|42.86\|43.65\|42.64\|50880;2026-09-30\|41.74\|-2.70\|43.48\|44.04\|41.61\|48853;2026-10-08\|39.34\|-5.75\|41.88\|42.43\|38.91\|71723;2026-10-09\|37.58\|-4.47\|38.99\|39.18\|35.64\|85354;2026-10-12\|37.52\|-0.16\|37.50\|38.36\|36.50\|53191;2026-10-13\|37.44\|-0.03\|36.42\|37.65\|35.12\|49985;2026-10-14\|36.16\|-3.42\|37.02\|37.54\|36.10\|32812;2026-10-15\|34.66\|-4.15\|34.68\|35.43\|34.08\|49620;2026-10-16\|34.32\|-0.98\|36.30\|36.30\|33.89\|52037;2026-10-19\|33.70\|-1.81\|33.78\|34.15\|32.20\|55404;2026-10-20\|34.70\|2.97\|33.94\|35.50\|33.21\|52602;2026-10-21\|34.61\|-0.26\|34.80\|35.40\|34.35\|35471;2026-10-22\|33.10\|-4.36\|34.94\|34.94\|32.97\|48742;2026-10-23\|34.10\|3.02\|32.18\|34.32\|30.95\|74155;2026-10-26\|33.03\|-3.14\|34.00\|34.19\|32.92\|42886;2026-10-27\|31.76\|-3.85\|33.43\|33.80\|31.75\|33786;2026-10-28\|33.30\|4.85\|32.29\|33.60\|31.92\|41812;2026-10-29\|31.53\|-5.32\|33.01\|33.50\|31.47\|44402;2026-10-30\|30.01\|-4.82\|30.80\|31.75\|30.00\|54117;2026-11-02\|30.71\|2.33\|30.46\|31.08\|29.73\|57693;2026-11-03\|28.70\|-6.55\|30.45\|30.50\|28.66\|58391;2026-11-04\|31.57\|10.00\|28.71\|31.57\|28.52\|89669;2026-11-05\|32.49\|2.91\|31.38\|33.49\|31.00\|91446;2026-11-06\|31.62\|-2.68\|31.31\|32.36\|31.01\|58310;2026-11-09\|31.46\|-0.51\|32.24\|32.47\|31.41\|50062;2026-11-10\|32.67\|3.85\|32.33\|33.13\|31.90\|55557;2026-11-11\|33.68\|3.09\|32.35\|33.89\|32.29\|55887
122869	美股光通信板块大涨	CPO+薄膜铌酸锂+中报预增+珠海国资行业原因： 1、隔夜美股科技股强劲反弹，谷歌、微软、亚马逊等科技巨头大涨，光通信及AI硬件板块情绪修复。 2、近期，海内外头部云厂商集中发布二季度财报并上修全年资本支出指引。集邦咨询8月3日预测，在AI基础建设需求高涨的背景下，2026年全球九大云端服务供应商（CSP）总资本支出预估将同比增长约90%。公司原因： 1、据2026年4月1日投资者关系活动记录表，公司薄膜铌酸锂具备高带宽、低损耗等优势，与CPO技术发展方向高度适配，已掌握芯片设计、制程等核心技术，具备开发800Gbps及以上速率薄膜铌酸锂调制器芯片和器件的关键能力；公司前瞻布局CPO赛道，研发了保偏型CPO用光纤阵列等产品。 2、据2026年7月7日公告，公司2026年上半年归母净利润预计同比增长170%–190%，主要系受益于全球AI算力基础设施投资加速，高速光模块及光器件市场需求持续增长，公司营业收入增长及规模效应显现。 3、据同花顺iFinD数据，公司控股股东为珠海华发科技产业集团有限公司，实际控制人为珠海市人民政府国有资产监督管理委员会。	1、公司在光博会上展示了其与Calient合作的MEMS方案OCS交换机整机产品。 2、公司拟收购安捷讯100%股份，标的主营业务为光通信领域光无源器件。	2026-07-02\|324.40\|-7.55\|343.88\|347.00\|320.00\|100478;2026-07-03\|312.25\|-3.75\|319.79\|329.94\|312.02\|88381;2026-07-06\|296.72\|-4.97\|315.00\|316.80\|292.71\|94084;2026-07-07\|296.95\|0.08\|297.00\|300.69\|283.87\|93700;2026-07-08\|304.58\|2.57\|301.00\|316.96\|295.00\|148901;2026-07-09\|315.45\|3.57\|310.00\|323.88\|277.77\|192782;2026-07-10\|290.80\|-7.81\|316.46\|324.50\|290.00\|151459;2026-07-13\|270.76\|-6.89\|285.01\|290.82\|269.28\|123554;2026-07-14\|287.78\|6.29\|273.32\|289.00\|261.00\|121552;2026-07-15\|287.78\|0.00\|296.41\|307.98\|286.30\|114810;2026-07-16\|273.00\|-5.14\|282.20\|287.60\|262.18\|94000;2026-07-17\|238.90\|-12.49\|269.29\|271.00\|237.80\|114442;2026-07-20\|214.12\|-10.37\|250.00\|254.80\|204.44\|131789;2026-07-21\|242.35\|13.18\|220.01\|243.50\|184.35\|186549;2026-07-22\|234.39\|-3.28\|240.10\|252.90\|232.98\|135277;2026-07-23\|229.42\|-2.12\|239.07\|245.00\|227.07\|89969;2026-07-24\|230.05\|0.27\|228.40\|239.80\|219.02\|99664;2026-07-27\|240.20\|4.41\|230.72\|242.91\|226.14\|84187;2026-07-28\|214.68\|-10.62\|230.00\|235.30\|212.50\|101299;2026-07-29\|212.48\|-1.02\|214.00\|218.70\|198.53\|100546;2026-07-30\|191.19\|-10.02\|211.20\|216.33\|184.85\|113994;2026-07-31\|205.30\|7.38\|212.73\|224.35\|205.22\|121746;2026-08-03\|211.94\|3.23\|203.65\|218.83\|200.50\|117752;2026-08-04\|254.33\|20.00\|218.54\|254.33\|218.54\|178090;2026-08-05\|260.98\|2.61\|249.77\|264.00\|235.56\|226972;2026-08-06\|275.67\|5.63\|250.62\|288.58\|249.49\|206730;2026-08-07\|288.08\|4.50\|281.97\|297.07\|276.51\|197380;2026-08-10\|284.50\|-1.24\|286.59\|291.00\|276.00\|123869;2026-08-11\|281.00\|-1.23\|275.40\|288.71\|275.40\|94074;2026-08-12\|309.00\|9.96\|281.39\|315.51\|281.01\|144610;2026-08-13\|314.15\|1.67\|318.50\|330.89\|312.22\|144867;2026-08-14\|321.91\|2.47\|318.01\|331.99\|312.76\|118916;2026-08-17\|326.70\|1.49\|325.98\|333.54\|313.78\|138181;2026-08-18\|323.88\|-0.86\|326.01\|332.60\|316.06\|132763;2026-08-19\|289.30\|-10.68\|309.01\|312.00\|287.32\|140814;2026-08-20\|310.96\|7.49\|296.60\|312.51\|286.50\|123776;2026-08-21\|305.03\|-1.91\|307.56\|316.19\|302.00\|100318;2026-08-24\|298.98\|-1.98\|306.01\|312.00\|288.31\|91309;2026-08-25\|290.68\|-2.78\|294.42\|295.61\|283.00\|79210;2026-08-26\|285.01\|-1.95\|293.02\|295.49\|276.76\|79121;2026-08-27\|300.90\|5.58\|289.99\|304.87\|285.50\|115215;2026-08-28\|309.93\|3.00\|297.00\|325.98\|296.00\|153686;2026-08-31\|319.00\|2.93\|300.78\|323.89\|300.78\|118621;2026-09-01\|293.40\|-8.03\|310.01\|313.00\|289.00\|135371;2026-09-02\|284.00\|-3.20\|288.76\|289.64\|280.08\|87972;2026-09-03\|284.00\|0.00\|288.00\|290.00\|278.66\|71496;2026-09-04\|279.00\|-1.76\|289.01\|300.97\|276.19\|95035;2026-09-07\|302.29\|8.35\|287.10\|305.00\|287.10\|141513;2026-09-08\|288.80\|-4.46\|301.58\|305.96\|287.11\|98637;2026-09-09\|291.88\|1.07\|301.00\|306.00\|290.87\|112224;2026-09-10\|300.00\|2.78\|290.00\|303.88\|287.07\|100635;2026-09-11\|289.50\|-3.50\|295.02\|304.02\|276.39\|137728;2026-09-14\|288.33\|-0.40\|284.04\|299.80\|278.43\|93104;2026-09-15\|282.70\|-1.95\|288.42\|291.41\|280.60\|70948;2026-09-16\|295.81\|4.64\|284.43\|300.88\|281.20\|128711;2026-09-17\|294.49\|-0.45\|293.11\|302.99\|292.20\|113272;2026-09-18\|297.41\|0.99\|300.02\|309.75\|291.67\|166468;2026-09-21\|294.48\|-0.99\|299.90\|305.00\|292.50\|127407;2026-09-22\|292.00\|-0.84\|299.42\|302.86\|291.11\|116173;2026-09-23\|289.18\|-0.97\|291.01\|295.26\|288.50\|74699;2026-09-24\|278.00\|-3.87\|288.28\|292.81\|278.00\|79186;2026-09-28\|255.27\|-8.18\|276.19\|276.49\|251.20\|103340;2026-09-29\|261.03\|2.26\|254.00\|263.90\|253.00\|66983;2026-09-30\|270.48\|3.62\|264.01\|274.58\|262.00\|98399;2026-10-08\|250.95\|-7.22\|270.48\|270.48\|248.33\|79034;2026-10-09\|246.80\|-1.65\|248.98\|254.80\|236.82\|82921;2026-10-12\|239.21\|-3.08\|245.00\|248.80\|238.70\|53386;2026-10-13\|251.41\|5.10\|230.00\|254.30\|226.13\|84010;2026-10-14\|240.95\|-4.16\|249.77\|251.00\|240.00\|50494;2026-10-15\|231.52\|-3.91\|230.18\|239.94\|230.18\|62214;2026-10-16\|236.60\|2.19\|244.00\|256.20\|233.00\|96729;2026-10-19\|232.79\|-1.61\|234.86\|236.60\|221.00\|94132;2026-10-20\|238.40\|2.41\|232.00\|244.39\|228.08\|72121;2026-10-21\|260.90\|9.44\|247.00\|270.36\|244.36\|151143;2026-10-22\|247.23\|-5.24\|264.36\|264.36\|247.23\|107304;2026-10-23\|250.84\|1.46\|244.35\|253.50\|231.00\|118231;2026-10-26\|245.91\|-1.97\|243.02\|256.20\|236.00\|98746;2026-10-27\|253.14\|2.94\|255.00\|269.80\|253.00\|165184;2026-10-28\|264.75\|4.59\|265.00\|266.00\|254.00\|138818;2026-10-29\|223.79\|-15.47\|258.03\|260.00\|223.79\|146156;2026-10-30\|206.56\|-7.70\|210.00\|222.00\|201.99\|107600;2026-11-02\|195.19\|-5.50\|210.26\|212.98\|193.00\|110659;2026-11-03\|170.09\|-12.86\|187.49\|189.00\|169.00\|136693;2026-11-04\|190.18\|11.81\|169.94\|191.88\|165.00\|134300;2026-11-05\|179.70\|-5.51\|183.39\|188.17\|174.50\|132027;2026-11-06\|174.38\|-2.96\|160.01\|175.47\|155.88\|117555;2026-11-09\|174.93\|0.32\|176.00\|178.95\|166.01\|90158;2026-11-10\|186.50\|6.61\|181.00\|190.71\|179.01\|125419;2026-11-11\|208.71\|11.91\|187.20\|210.60\|185.54\|146251
122868	美股光通信板块大涨	资产重组+光通信+董事增持行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月1日公告，公司收购富创优越事项已于6月29日获上交所同意恢复审核。据2026年6月27日公告，富创优越专注于800G/1.6T高端光模块，具备CPO等技术路线的产业化能力，是多家全球龙头光模块厂商的主要PCBA供应商。 2、据2026年7月21日公告，公司董事兼董事会秘书臧琨于7月20日以64.23元/股的均价增持公司2.26万股，耗资145.16万元。 3、据2026年6月27日公告，公司主营汽车被动安全业务，2025年营收25.03亿元；同时将光通信行业确立为“第二增长曲线”，拟全资收购富创优越布局AI及算力制造产业链。	1、国内光刻胶产业链龙头之一，目前已批量供应国内头部晶圆厂； 2、公司拟以15.04亿元收购富创优越剩余57.84%股权，实现全资控股。标的是全球AI及算力制造产业链企业，致力于高速率光模块、高速铜缆连接器等	2026-07-02\|100.20\|-2.25\|99.00\|104.58\|97.00\|137294;2026-07-03\|94.97\|-5.22\|100.20\|100.82\|94.50\|153830;2026-07-06\|92.19\|-2.93\|96.50\|96.97\|91.03\|102168;2026-07-07\|95.78\|3.89\|92.77\|97.30\|92.20\|108694;2026-07-08\|91.75\|-4.21\|95.60\|97.52\|89.50\|99316;2026-07-09\|96.28\|4.94\|93.00\|96.99\|88.80\|108300;2026-07-10\|89.46\|-7.08\|97.66\|100.00\|89.30\|136670;2026-07-13\|83.53\|-6.63\|89.50\|90.32\|83.06\|123225;2026-07-14\|85.50\|2.36\|83.53\|85.58\|80.60\|124085;2026-07-15\|80.25\|-6.14\|84.84\|86.35\|80.00\|111314;2026-07-16\|79.30\|-1.18\|79.49\|80.95\|76.65\|101920;2026-07-17\|71.37\|-10.00\|79.22\|79.22\|71.37\|149401;2026-07-20\|64.23\|-10.00\|72.80\|73.39\|64.23\|174168;2026-07-21\|70.65\|10.00\|63.89\|70.65\|58.59\|233670;2026-07-22\|70.17\|-0.68\|71.00\|73.20\|69.08\|147566;2026-07-23\|67.65\|-3.59\|70.86\|72.66\|67.02\|104896;2026-07-24\|67.26\|-0.58\|66.00\|68.77\|65.88\|99226;2026-07-27\|67.30\|0.06\|67.26\|68.15\|64.61\|105035;2026-07-28\|61.51\|-8.60\|65.51\|66.96\|60.92\|121182;2026-07-29\|61.10\|-0.67\|62.00\|62.33\|58.05\|154263;2026-07-30\|54.99\|-10.00\|61.18\|61.20\|54.99\|162448;2026-07-31\|57.88\|5.26\|58.70\|60.49\|57.80\|175688;2026-08-03\|55.75\|-3.68\|58.18\|58.49\|54.83\|139320;2026-08-04\|61.33\|10.01\|57.00\|61.33\|55.78\|124291;2026-08-05\|67.46\|10.00\|61.38\|67.46\|61.38\|152194;2026-08-06\|67.50\|0.06\|67.20\|68.98\|65.55\|178009;2026-08-07\|73.03\|8.19\|67.67\|74.25\|66.29\|221325;2026-08-10\|78.00\|6.81\|77.95\|79.50\|73.36\|264284;2026-08-11\|70.80\|-9.23\|74.00\|76.00\|70.50\|218127;2026-08-12\|71.55\|1.06\|70.81\|72.95\|70.50\|138715;2026-08-13\|72.00\|0.63\|72.88\|77.14\|72.00\|212904;2026-08-14\|73.00\|1.39\|72.16\|74.00\|70.87\|114539;2026-08-17\|76.60\|4.93\|73.37\|76.86\|72.50\|126009;2026-08-18\|77.20\|0.78\|76.80\|78.61\|75.02\|127964;2026-08-19\|70.11\|-9.18\|74.00\|75.50\|69.57\|145566;2026-08-20\|74.28\|5.95\|71.98\|75.16\|70.66\|157315;2026-08-21\|74.26\|-0.03\|74.20\|75.65\|72.24\|105088;2026-08-24\|72.98\|-1.72\|74.18\|75.14\|70.96\|90408;2026-08-25\|73.08\|0.14\|72.02\|74.39\|70.57\|104140;2026-08-26\|74.18\|1.51\|73.00\|75.50\|70.96\|120590;2026-08-27\|77.47\|4.44\|74.25\|78.45\|74.00\|123823;2026-08-28\|77.06\|-0.53\|77.00\|80.39\|76.56\|131547;2026-08-31\|78.29\|1.60\|75.91\|79.90\|75.63\|122182;2026-09-01\|76.13\|-2.76\|79.80\|79.93\|75.80\|101284;2026-09-02\|75.51\|-0.81\|75.16\|77.00\|74.31\|59020;2026-09-03\|75.00\|-0.68\|76.60\|77.40\|73.00\|72932;2026-09-04\|71.57\|-4.57\|75.50\|76.01\|71.01\|80639;2026-09-07\|75.71\|5.78\|72.55\|76.35\|71.83\|104885;2026-09-08\|75.85\|0.18\|75.80\|77.45\|74.20\|83360;2026-09-09\|76.86\|1.33\|76.97\|79.18\|75.33\|118929;2026-09-10\|78.18\|1.72\|76.74\|79.19\|76.20\|106213;2026-09-11\|75.66\|-3.22\|77.00\|77.87\|72.22\|113208;2026-09-14\|76.86\|1.59\|74.00\|77.98\|72.50\|85132;2026-09-15\|77.33\|0.61\|76.47\|78.80\|76.30\|77204;2026-09-16\|80.82\|4.51\|77.60\|82.38\|76.80\|130673;2026-09-17\|80.41\|-0.51\|80.82\|83.08\|80.35\|96084;2026-09-18\|83.52\|3.87\|81.70\|84.50\|80.20\|114926;2026-09-21\|84.77\|1.50\|83.55\|85.69\|81.10\|123728;2026-09-22\|83.45\|-1.56\|85.43\|86.00\|82.78\|95086;2026-09-23\|83.29\|-0.19\|83.50\|84.11\|81.60\|77029;2026-09-24\|79.92\|-4.05\|82.80\|83.31\|79.46\|86990;2026-09-28\|73.95\|-7.47\|79.89\|79.91\|72.03\|126542;2026-09-29\|71.87\|-2.81\|73.48\|74.17\|71.02\|76456;2026-09-30\|71.36\|-0.71\|72.38\|73.85\|71.00\|59962;2026-10-08\|66.91\|-6.24\|70.01\|71.99\|66.05\|99392;2026-10-09\|65.02\|-2.82\|66.21\|66.49\|61.40\|97866;2026-10-12\|63.78\|-1.91\|64.84\|65.42\|62.49\|58648;2026-10-13\|64.75\|1.52\|61.77\|66.45\|59.50\|86605;2026-10-14\|62.41\|-3.61\|64.50\|64.90\|62.00\|44334;2026-10-15\|60.10\|-3.70\|60.00\|61.44\|58.88\|75479;2026-10-16\|59.20\|-1.50\|61.74\|62.00\|58.30\|57389;2026-10-19\|57.94\|-2.13\|58.92\|59.20\|55.66\|64375;2026-10-20\|58.60\|1.14\|57.90\|60.25\|56.75\|51174;2026-10-21\|60.00\|2.39\|59.85\|61.48\|59.00\|51476;2026-10-22\|57.00\|-5.00\|60.05\|60.36\|56.47\|67456;2026-10-23\|57.14\|0.25\|56.34\|57.73\|52.10\|87517;2026-10-26\|55.19\|-3.41\|57.03\|57.03\|54.00\|59139;2026-10-27\|54.34\|-1.54\|56.00\|58.15\|54.20\|72291;2026-10-28\|54.08\|-0.48\|55.20\|55.48\|50.63\|157827;2026-10-29\|50.57\|-6.49\|54.25\|54.38\|50.46\|87128;2026-10-30\|45.70\|-9.63\|48.34\|49.98\|45.70\|118102;2026-11-02\|47.05\|2.95\|46.63\|47.86\|45.32\|119126;2026-11-03\|44.00\|-6.48\|46.58\|47.06\|43.15\|104983;2026-11-04\|47.70\|8.41\|43.61\|48.14\|42.70\|125755;2026-11-05\|47.39\|-0.65\|46.71\|49.16\|46.27\|101395;2026-11-06\|44.18\|-6.77\|44.38\|45.82\|43.08\|114393;2026-11-09\|45.56\|3.12\|45.18\|46.60\|44.11\|100094;2026-11-10\|46.19\|1.38\|47.01\|47.58\|45.92\|62919;2026-11-11\|49.57\|7.32\|45.99\|50.00\|45.68\|108944
122867	美股光通信板块大涨	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-07-02\|27.90\|-6.81\|28.60\|29.58\|27.57\|1015200;2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|21.51\|-10.00\|23.50\|23.80\|21.51\|852473;2026-07-14\|22.97\|6.79\|21.55\|23.15\|21.10\|950171;2026-07-15\|23.43\|2.00\|22.50\|24.17\|22.31\|1304508;2026-07-16\|21.36\|-8.83\|22.40\|22.99\|21.10\|867290;2026-07-17\|19.22\|-10.02\|21.54\|21.61\|19.22\|1094017;2026-07-20\|17.39\|-9.52\|19.89\|20.18\|17.30\|1109904;2026-07-21\|19.13\|10.01\|17.89\|19.13\|15.68\|1005536;2026-07-22\|19.15\|0.10\|19.04\|20.10\|18.96\|1157088;2026-07-23\|18.95\|-1.04\|19.53\|19.95\|18.64\|694034;2026-07-24\|18.35\|-3.17\|18.58\|19.16\|18.11\|580593;2026-07-27\|19.60\|6.81\|18.65\|19.60\|18.04\|769679;2026-07-28\|18.54\|-5.41\|19.12\|20.20\|18.35\|787585;2026-07-29\|18.21\|-1.78\|18.52\|18.59\|17.17\|791393;2026-07-30\|16.39\|-9.99\|18.03\|18.38\|16.39\|956635;2026-07-31\|16.61\|1.34\|17.60\|18.01\|16.59\|1091656;2026-08-03\|16.47\|-0.84\|16.60\|16.88\|16.15\|645511;2026-08-04\|18.12\|10.02\|16.85\|18.12\|16.59\|826008;2026-08-05\|19.68\|8.61\|17.70\|19.93\|17.68\|1476726;2026-08-06\|21.65\|10.01\|19.48\|21.65\|19.34\|1609317;2026-08-07\|23.01\|6.28\|21.65\|23.20\|21.09\|1869564;2026-08-10\|23.48\|2.04\|23.50\|24.50\|22.82\|1663870;2026-08-11\|23.25\|-0.98\|22.98\|24.08\|22.50\|1170952;2026-08-12\|24.24\|4.26\|23.44\|24.66\|23.17\|1024500;2026-08-13\|24.21\|-0.12\|24.57\|26.14\|24.00\|1497464;2026-08-14\|24.98\|3.18\|24.21\|25.60\|23.50\|1304679;2026-08-17\|27.48\|10.01\|25.11\|27.48\|24.80\|1145016;2026-08-18\|29.39\|6.95\|27.30\|29.87\|27.20\|2074701;2026-08-19\|26.65\|-9.32\|27.50\|28.54\|26.45\|1773990;2026-08-20\|27.89\|4.65\|27.26\|28.49\|26.20\|1391037;2026-08-21\|27.27\|-2.22\|27.84\|28.47\|26.86\|1083813;2026-08-24\|26.07\|-4.40\|27.27\|27.55\|25.39\|1094382;2026-08-25\|27.41\|5.14\|25.48\|28.68\|25.42\|1794574;2026-08-26\|26.50\|-3.32\|26.88\|27.59\|25.80\|1303084;2026-08-27\|29.15\|10.00\|27.03\|29.15\|26.80\|1309900;2026-08-28\|28.94\|-0.72\|29.80\|30.23\|28.56\|1586123;2026-08-31\|28.42\|-1.80\|28.20\|29.22\|27.92\|972142;2026-09-01\|26.98\|-5.07\|28.41\|28.41\|26.98\|767811;2026-09-02\|26.46\|-1.93\|26.38\|27.12\|26.15\|682007;2026-09-03\|27.44\|3.70\|26.99\|27.85\|25.70\|1034051;2026-09-04\|26.26\|-4.30\|27.45\|28.25\|26.01\|900845;2026-09-07\|28.89\|10.02\|27.37\|28.89\|27.11\|783874;2026-09-08\|30.08\|4.12\|29.89\|31.00\|29.50\|1749373;2026-09-09\|29.36\|-2.39\|30.46\|31.00\|29.29\|1113811;2026-09-10\|28.34\|-3.47\|29.20\|29.35\|28.24\|752267;2026-09-11\|27.48\|-3.03\|27.70\|28.79\|26.48\|864787;2026-09-14\|30.23\|10.01\|27.00\|30.23\|26.30\|809668;2026-09-15\|29.03\|-3.97\|30.00\|30.60\|29.00\|1237194;2026-09-16\|30.85\|6.27\|29.30\|30.94\|29.00\|1355524;2026-09-17\|29.66\|-3.86\|30.80\|30.95\|29.56\|1030630;2026-09-18\|29.37\|-0.98\|30.31\|30.36\|28.80\|949000;2026-09-21\|29.41\|0.14\|29.39\|30.36\|29.11\|851732;2026-09-22\|29.71\|1.02\|30.26\|30.50\|29.30\|1022907;2026-09-23\|29.98\|0.91\|29.50\|30.38\|29.33\|860844;2026-09-24\|28.60\|-4.60\|29.70\|29.88\|28.50\|810278;2026-09-28\|27.81\|-2.76\|28.28\|28.66\|27.23\|866122;2026-09-29\|27.84\|0.11\|27.40\|28.49\|27.38\|488497;2026-09-30\|26.90\|-3.38\|28.15\|28.25\|26.70\|508483;2026-10-08\|24.21\|-10.00\|26.91\|27.72\|24.21\|1003388;2026-10-09\|23.23\|-4.05\|23.85\|24.10\|22.22\|954805;2026-10-12\|22.30\|-4.00\|23.23\|23.23\|21.94\|600667;2026-10-13\|23.38\|4.84\|21.32\|23.84\|20.76\|863705;2026-10-14\|22.52\|-3.68\|23.20\|23.64\|22.50\|467833;2026-10-15\|23.12\|2.66\|21.34\|23.73\|21.30\|885577;2026-10-16\|22.16\|-4.15\|23.95\|23.95\|21.88\|675745;2026-10-19\|21.69\|-2.12\|22.00\|22.78\|21.10\|522853;2026-10-20\|21.97\|1.29\|21.60\|22.55\|21.21\|458178;2026-10-21\|23.21\|5.64\|22.42\|23.68\|22.03\|721410;2026-10-22\|21.87\|-5.77\|23.36\|23.39\|21.70\|601153;2026-10-23\|22.24\|1.69\|21.18\|22.40\|20.08\|673938;2026-10-26\|21.19\|-4.72\|22.00\|22.30\|21.05\|468152;2026-10-27\|20.81\|-1.79\|21.70\|21.89\|20.80\|518250;2026-10-28\|21.07\|1.25\|21.31\|21.58\|20.51\|530747;2026-10-29\|19.30\|-8.40\|20.80\|21.06\|19.28\|606894;2026-10-30\|18.09\|-6.27\|18.66\|19.45\|17.92\|635509;2026-11-02\|17.49\|-3.32\|18.35\|18.48\|17.07\|964558;2026-11-03\|15.75\|-9.95\|17.49\|17.50\|15.74\|1120959;2026-11-04\|16.81\|6.73\|15.95\|16.96\|14.74\|1311300;2026-11-05\|17.14\|1.96\|16.14\|17.97\|16.10\|1093034;2026-11-06\|16.02\|-6.53\|15.88\|16.52\|15.50\|789648;2026-11-09\|16.55\|3.31\|16.38\|17.04\|16.03\|665674;2026-11-10\|16.76\|1.27\|17.05\|17.16\|16.70\|533965;2026-11-11\|17.82\|6.32\|16.80\|18.15\|16.61\|922741
122866	美股光通信板块大涨	光芯片+光纤光缆+超导带材行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日业绩说明会，2026年一季度公司光通信产品收入与毛利率增幅较大，主要受益于AI算力需求爆发式增长带动光纤市场量价齐升；公司70mW CW-DFB及100G EML光芯片已完成研发验证与客户适配测试并实现供货，正有序推进产能扩充工作。 2、据2026年4月21日年报及2026年5月18日互动易，公司构建了“光棒—光纤—光缆”全产业链，并向光芯片、光器件等领域延伸，具备端到端综合解决方案能力；公司70mW CW-DFB、100G EML系列已实现供货，正积极对接海内外主流光模块企业，持续送样测试。 3、据2026年5月18日互动易，子公司东部超导专注于第二代高温超导带材，已具备规模化供应能力，产品成功应用于可控核聚变磁体、超导感应加热等关键场景，公司与中国科学院系统、能量奇点等机构保持战略合作。	1、公司已经实现了从光芯片-光器件-光模块-系统集成的全产业链布局； 2、公司高温超导带材已应用于超导感应加热、超导磁拉单晶、可控核聚变磁体、超导电力装备等领域	2026-07-02\|56.21\|-10.01\|59.01\|59.97\|56.21\|956424;2026-07-03\|54.53\|-2.99\|55.61\|57.56\|54.50\|963024;2026-07-06\|50.05\|-8.22\|57.50\|57.50\|49.12\|1564924;2026-07-07\|49.05\|-2.00\|49.06\|50.67\|46.73\|1399780;2026-07-08\|47.58\|-3.00\|49.25\|50.18\|47.31\|947280;2026-07-09\|50.66\|6.47\|48.98\|50.74\|45.50\|1399694;2026-07-10\|49.04\|-3.20\|50.75\|53.33\|49.00\|1391386;2026-07-13\|44.94\|-8.36\|47.43\|48.81\|44.55\|1162847;2026-07-14\|48.60\|8.14\|45.13\|48.85\|44.17\|1270504;2026-07-15\|47.06\|-3.17\|49.61\|49.87\|46.82\|1031946;2026-07-16\|44.53\|-5.38\|45.71\|47.18\|43.95\|808434;2026-07-17\|40.08\|-9.99\|43.77\|44.59\|40.08\|980793;2026-07-20\|36.07\|-10.01\|41.00\|41.45\|36.07\|1346805;2026-07-21\|38.28\|6.13\|36.66\|38.32\|32.46\|1780858;2026-07-22\|35.58\|-7.05\|36.80\|39.10\|35.02\|1412753;2026-07-23\|35.36\|-0.62\|36.10\|37.37\|34.87\|1038300;2026-07-24\|33.57\|-5.06\|34.68\|35.41\|33.17\|933642;2026-07-27\|35.20\|4.86\|34.19\|35.47\|32.83\|935571;2026-07-28\|31.68\|-10.00\|34.21\|35.48\|31.68\|1048203;2026-07-29\|30.71\|-3.06\|32.00\|32.10\|29.11\|1289106;2026-07-30\|32.96\|7.33\|33.23\|33.78\|31.11\|2887981;2026-07-31\|32.04\|-2.79\|35.26\|35.46\|32.01\|2867328;2026-08-03\|31.17\|-2.72\|30.98\|32.82\|30.57\|1553310;2026-08-04\|34.29\|10.01\|31.99\|34.29\|31.77\|2089236;2026-08-05\|36.55\|6.59\|33.01\|37.20\|32.72\|2614503;2026-08-06\|38.38\|5.01\|35.60\|38.54\|35.39\|1973975;2026-08-07\|39.00\|1.62\|37.99\|39.91\|37.27\|1955860;2026-08-10\|37.67\|-3.41\|39.01\|39.25\|36.65\|1473142;2026-08-11\|37.46\|-0.56\|36.99\|38.33\|36.73\|1008023;2026-08-12\|41.21\|10.01\|37.39\|41.21\|37.23\|2038452;2026-08-13\|40.76\|-1.09\|43.13\|43.25\|40.75\|2278464;2026-08-14\|41.33\|1.40\|41.55\|41.97\|40.14\|1781102;2026-08-17\|42.50\|2.83\|41.42\|42.70\|41.00\|1634161;2026-08-18\|42.16\|-0.80\|42.59\|43.36\|41.59\|1482033;2026-08-19\|37.94\|-10.01\|40.08\|40.89\|37.94\|1472587;2026-08-20\|38.85\|2.40\|38.50\|39.65\|37.16\|1268362;2026-08-21\|39.72\|2.24\|38.53\|40.66\|37.97\|1155032;2026-08-24\|38.05\|-4.20\|39.74\|39.89\|37.02\|1093366;2026-08-25\|38.48\|1.13\|36.99\|39.63\|36.56\|1129524;2026-08-26\|39.14\|1.72\|39.25\|39.80\|37.74\|1306726;2026-08-27\|41.00\|4.75\|39.49\|41.39\|39.22\|1529848;2026-08-28\|39.80\|-2.93\|40.71\|41.82\|39.79\|1241206;2026-08-31\|40.28\|1.21\|38.70\|40.74\|38.61\|889774;2026-09-01\|38.40\|-4.67\|40.25\|40.26\|37.76\|1031852;2026-09-02\|38.56\|0.42\|37.17\|39.00\|37.17\|825961;2026-09-03\|39.30\|1.92\|39.00\|39.98\|37.94\|910315;2026-09-04\|37.16\|-5.45\|39.40\|39.95\|36.72\|1080072;2026-09-07\|38.99\|4.92\|37.53\|39.20\|37.20\|1017300;2026-09-08\|39.11\|0.31\|39.00\|40.30\|38.75\|1085262;2026-09-09\|41.48\|6.06\|40.50\|42.32\|40.00\|1734034;2026-09-10\|40.38\|-2.65\|41.16\|41.43\|40.04\|976967;2026-09-11\|42.20\|4.51\|40.00\|43.20\|39.99\|2066166;2026-09-14\|41.18\|-2.42\|41.28\|42.24\|39.19\|1485435;2026-09-15\|41.11\|-0.17\|40.00\|42.00\|39.71\|1126706;2026-09-16\|45.22\|10.00\|40.97\|45.22\|40.90\|1494073;2026-09-17\|45.14\|-0.18\|46.01\|46.99\|45.03\|2310179;2026-09-18\|46.47\|2.95\|46.18\|47.50\|45.61\|1833032;2026-09-21\|46.72\|0.54\|47.17\|47.62\|46.26\|1351918;2026-09-22\|45.41\|-2.80\|47.46\|47.50\|45.31\|1276897;2026-09-23\|44.87\|-1.19\|46.00\|46.15\|44.15\|838071;2026-09-24\|42.53\|-5.22\|44.51\|44.75\|42.46\|807093;2026-09-28\|38.28\|-9.99\|42.02\|42.20\|38.28\|955583;2026-09-29\|37.00\|-3.34\|37.21\|37.62\|36.18\|1104380;2026-09-30\|36.26\|-2.00\|37.47\|37.50\|36.12\|676449;2026-10-08\|33.56\|-7.45\|36.07\|36.20\|33.18\|1259169;2026-10-09\|32.47\|-3.25\|32.53\|33.23\|30.78\|1096186;2026-10-12\|30.64\|-5.64\|32.01\|32.47\|30.61\|820517;2026-10-13\|31.28\|2.09\|29.20\|31.62\|28.92\|993232;2026-10-14\|29.73\|-4.86\|30.87\|31.29\|29.65\|659366;2026-10-15\|27.90\|-6.16\|28.25\|28.73\|27.65\|882606;2026-10-16\|28.69\|2.83\|28.50\|29.68\|28.07\|1060872;2026-10-19\|29.07\|1.32\|28.65\|29.37\|27.18\|992080;2026-10-20\|29.38\|1.07\|28.77\|30.07\|28.45\|962861;2026-10-21\|29.54\|0.54\|29.82\|30.48\|29.42\|782680;2026-10-22\|27.88\|-5.62\|29.53\|29.88\|27.88\|823426;2026-10-23\|27.92\|0.14\|27.00\|28.03\|25.24\|1242611;2026-10-26\|26.14\|-6.38\|27.20\|27.40\|25.73\|967011;2026-10-27\|25.30\|-3.21\|26.88\|27.10\|25.26\|736247;2026-10-28\|25.75\|1.78\|25.72\|26.17\|24.96\|982459;2026-10-29\|23.63\|-8.23\|25.42\|25.59\|23.58\|981102;2026-10-30\|21.75\|-7.96\|22.62\|23.41\|21.75\|1038550;2026-11-02\|22.66\|4.18\|22.18\|23.08\|21.60\|1120786;2026-11-03\|21.00\|-7.33\|22.43\|22.55\|20.86\|978862;2026-11-04\|22.71\|8.14\|21.30\|22.88\|20.33\|1261056;2026-11-05\|23.05\|1.50\|22.26\|23.97\|22.20\|1201553;2026-11-06\|21.97\|-4.69\|21.50\|22.42\|21.16\|881221;2026-11-09\|22.49\|2.37\|22.40\|23.04\|22.12\|788696;2026-11-10\|22.71\|0.98\|23.23\|23.46\|22.65\|665125;2026-11-11\|24.41\|7.49\|22.71\|24.66\|22.68\|1338124

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