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	yuanbaoreason
116716		AI数据中心+电接触材料+一季报扭亏+贵金属循环行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月5日互动易，公司为数据中心应用领域研发的高分断能力一体化焊接触头组件，已成功为微软、Meta、华为等科技巨头数据中心的供应商实现供货，近年来应用于数据中心领域的电接触材料销售规模增速较快。 2、据公司官网及此前公告，公司下属子公司温州伟达主要开展贵金属循环业务，从废旧金属材料中回收白银、黄金等金属并制作成银锭、黄金等产品；据2026年5月7日业绩说明会，公司已建成年回收800吨银锭的专用厂房及高标准环保设施。 3、据2026年4月30日公告，公司2026年第一季度实现营收19.42亿元，同比增长92.67%；归母净利润1.81亿元，同比实现扭亏为盈。	公司低压电接触材料销售额国内第一，高分断能力焊接触头组件已配套施耐德、西门子、ABB等全球头部客户，北美数据中心低压配套业务在关税压力下逆势增长	2026-05-11\|68.35\|9.99\|68.35\|68.35\|68.35\|5439;2026-05-12\|73.61\|7.70\|75.19\|75.19\|69.80\|330308;2026-05-13\|77.11\|4.75\|72.17\|78.45\|72.17\|264109;2026-05-14\|69.40\|-10.00\|74.15\|75.14\|69.40\|224900;2026-05-15\|69.93\|0.76\|69.00\|72.65\|67.79\|161757;2026-05-18\|70.95\|1.46\|67.10\|71.60\|64.00\|141634;2026-05-19\|70.04\|-1.28\|69.52\|72.65\|68.34\|121197;2026-05-20\|66.86\|-4.54\|68.50\|69.87\|64.00\|140729;2026-05-21\|63.83\|-4.53\|66.86\|67.85\|62.69\|107754;2026-05-22\|65.29\|2.29\|64.00\|65.62\|63.37\|80392;2026-05-25\|67.14\|2.83\|65.81\|67.40\|62.20\|110905;2026-05-26\|67.70\|0.83\|65.87\|71.08\|65.20\|165571;2026-05-27\|72.30\|6.79\|66.86\|72.30\|66.23\|180040;2026-05-28\|68.77\|-4.88\|71.04\|74.50\|68.21\|172723;2026-05-29\|62.20\|-9.55\|68.00\|68.60\|61.89\|214385;2026-06-01\|68.42\|10.00\|62.42\|68.42\|62.42\|158193;2026-06-02\|75.26\|10.00\|68.42\|75.26\|68.00\|156052;2026-06-03\|72.39\|-3.81\|75.95\|80.74\|71.75\|231437;2026-06-04\|77.51\|7.07\|73.83\|78.18\|72.56\|180521;2026-06-05\|83.41\|7.61\|75.66\|85.26\|73.20\|228468;2026-06-08\|90.00\|7.90\|78.86\|91.26\|78.86\|211963;2026-06-09\|89.20\|-0.89\|88.38\|90.71\|81.00\|214861;2026-06-10\|80.28\|-10.00\|85.30\|89.00\|80.28\|146372;2026-06-11\|76.01\|-5.14\|77.50\|79.45\|73.50\|160955;2026-06-12\|72.86\|-4.14\|77.30\|79.91\|72.00\|148823;2026-06-15\|80.15\|10.01\|74.99\|80.15\|74.30\|67515;2026-06-16\|88.17\|10.01\|84.00\|88.17\|81.20\|167420;2026-06-17\|84.49\|-4.17\|83.00\|85.40\|82.10\|162511;2026-06-18\|86.00\|1.79\|84.49\|88.10\|83.20\|126326;2026-06-22\|83.64\|-2.74\|85.80\|89.44\|81.33\|143799;2026-06-23\|84.65\|1.21\|82.50\|89.00\|78.20\|153690;2026-06-24\|93.12\|10.01\|83.21\|93.12\|82.88\|164623;2026-06-25\|85.95\|-7.70\|95.01\|95.05\|85.04\|199432;2026-06-26\|80.47\|-6.38\|84.66\|85.80\|79.12\|122597;2026-06-29\|73.76\|-8.34\|80.02\|80.99\|72.42\|144905;2026-06-30\|71.39\|-3.21\|73.84\|74.50\|70.56\|108722;2026-07-01\|73.50\|2.96\|71.40\|74.91\|70.88\|118580;2026-07-02\|70.67\|-3.85\|73.00\|76.28\|70.42\|96981;2026-07-03\|75.90\|7.40\|70.42\|77.74\|68.11\|162673;2026-07-06\|70.57\|-7.02\|75.48\|77.57\|69.96\|120346;2026-07-07\|70.60\|0.04\|70.07\|72.00\|68.07\|73167;2026-07-08\|69.63\|-1.37\|70.07\|71.30\|67.60\|59337;2026-07-09\|69.82\|0.27\|68.95\|70.81\|67.00\|74439;2026-07-10\|71.25\|2.05\|69.79\|75.50\|69.35\|80222;2026-07-13\|67.40\|-5.40\|69.11\|71.58\|66.00\|69386;2026-07-14\|66.80\|-0.89\|67.34\|68.70\|63.88\|72489;2026-07-15\|67.80\|1.50\|67.68\|71.98\|64.59\|102067;2026-07-16\|62.50\|-7.82\|65.52\|67.68\|61.88\|79160;2026-07-17\|56.25\|-10.00\|62.73\|63.50\|56.25\|73519;2026-07-20\|50.63\|-9.99\|56.25\|56.90\|50.63\|81039;2026-07-21\|53.98\|6.62\|50.00\|53.99\|45.57\|137702;2026-07-22\|51.92\|-3.82\|52.00\|54.83\|51.13\|85840;2026-07-23\|53.20\|2.47\|52.27\|53.56\|51.20\|72779;2026-07-24\|51.05\|-4.04\|52.50\|53.35\|50.49\|60188;2026-07-27\|52.40\|2.64\|50.89\|52.52\|50.11\|74087;2026-07-28\|48.79\|-6.89\|51.06\|53.20\|48.36\|68157;2026-07-29\|48.61\|-0.37\|49.45\|49.79\|46.31\|73536;2026-07-30\|45.57\|-6.25\|48.63\|49.58\|44.77\|66604;2026-07-31\|46.83\|2.77\|48.00\|50.13\|46.80\|84739;2026-08-03\|46.52\|-0.66\|46.83\|47.66\|45.43\|70261;2026-08-04\|48.69\|4.66\|47.29\|48.93\|46.52\|51283;2026-08-05\|53.56\|10.00\|48.71\|53.56\|48.31\|64221;2026-08-06\|54.20\|1.19\|54.26\|55.33\|53.05\|120106;2026-08-07\|56.31\|3.89\|54.27\|56.55\|53.40\|104468;2026-08-10\|55.19\|-1.99\|56.50\|57.00\|53.70\|76941;2026-08-11\|54.59\|-1.09\|54.50\|56.30\|54.36\|61893;2026-08-12\|55.11\|0.95\|54.44\|55.53\|53.97\|51680;2026-08-13\|53.99\|-2.03\|55.05\|57.26\|53.85\|64049;2026-08-14\|53.59\|-0.74\|53.88\|54.42\|52.10\|71552;2026-08-17\|56.92\|6.21\|54.24\|56.92\|54.10\|81581;2026-08-18\|57.60\|1.19\|56.90\|58.65\|56.10\|85370;2026-08-19\|52.30\|-9.20\|55.98\|56.83\|51.99\|91471;2026-08-20\|52.04\|-0.50\|53.60\|53.63\|51.36\|58665;2026-08-21\|57.24\|9.99\|51.91\|57.24\|51.36\|85436;2026-08-24\|56.33\|-1.59\|58.50\|59.45\|55.75\|167835;2026-08-25\|54.52\|-3.21\|55.58\|56.05\|53.19\|106852;2026-08-26\|54.04\|-0.88\|54.82\|55.46\|53.20\|72629;2026-08-27\|56.53\|4.61\|53.50\|56.93\|53.21\|102125;2026-08-28\|62.18\|9.99\|56.53\|62.18\|56.51\|62036;2026-08-31\|58.82\|-5.40\|60.00\|61.41\|57.38\|177524;2026-09-01\|56.35\|-4.20\|58.82\|59.36\|56.25\|108929;2026-09-02\|53.58\|-4.92\|55.18\|55.30\|53.01\|98217;2026-09-03\|54.95\|2.56\|54.30\|55.04\|53.53\|103958;2026-09-04\|49.98\|-9.04\|55.33\|55.55\|49.46\|160848;2026-09-07\|50.32\|0.68\|49.00\|50.88\|48.80\|84915;2026-09-08\|49.53\|-1.57\|50.99\|51.37\|49.07\|65947;2026-09-09\|50.08\|1.11\|49.72\|51.92\|49.31\|72512;2026-09-10\|50.04\|-0.08\|49.39\|50.80\|49.30\|46434;2026-09-11\|49.10\|-1.88\|49.35\|49.99\|47.75\|58571;2026-09-14\|48.88\|-0.45\|48.88\|49.55\|47.94\|32652
116715		涨停揭秘：全国算力网络+庆阳云中心放量；涨停缘由：以庆阳时空大数据云中心为核心载体，联合生态伙伴共建全国算力网络，总规模规划2000P，已进入实质建设与客户签约阶段，直接受益阿里百炼云等算力产品涨价，算力租赁商业模式清晰，政策支持力度强；资金逻辑：主力资金聚焦具备实体算力资产和明确交付节点的标的，众合科技作为区域算力基建核心平台，获产业资本与主题基金同步加仓；风险提示：算力网络建设周期较长，短期业绩转化依赖订单落地节奏，存在进度不及预期风险。	公司以庆阳时空大数据云中心为核心载体，联合生态伙伴共建时空大数据全国算力网络，算力总规模规划2000P，布局算力租赁	2026-05-11\|9.78\|-0.41\|10.60\|10.70\|9.61\|1407111;2026-05-12\|10.76\|10.02\|9.95\|10.76\|9.95\|1035006;2026-05-13\|11.84\|10.04\|11.05\|11.84\|10.90\|2199037;2026-05-14\|10.66\|-9.97\|11.38\|11.59\|10.66\|1518333;2026-05-15\|9.59\|-10.04\|9.70\|10.01\|9.59\|1284716;2026-05-18\|9.03\|-5.84\|9.28\|9.29\|8.78\|1203682;2026-05-19\|8.86\|-1.88\|8.99\|9.07\|8.54\|944418;2026-05-20\|8.60\|-2.93\|8.75\|8.92\|8.48\|663289;2026-05-21\|8.18\|-4.88\|8.60\|8.67\|8.17\|674663;2026-05-22\|8.34\|1.96\|8.29\|8.37\|8.10\|445099;2026-05-25\|8.42\|0.96\|8.34\|8.48\|8.19\|475986;2026-05-26\|8.06\|-4.28\|8.37\|8.38\|7.90\|456508;2026-05-27\|7.79\|-3.35\|8.03\|8.12\|7.75\|456175;2026-05-28\|8.04\|3.21\|7.77\|8.10\|7.75\|394660;2026-05-29\|7.81\|-2.86\|8.13\|8.29\|7.77\|435630;2026-06-01\|7.80\|-0.13\|7.72\|7.92\|7.61\|273490;2026-06-02\|7.80\|0.00\|7.80\|7.87\|7.50\|300574;2026-06-03\|7.95\|1.92\|7.80\|8.07\|7.76\|403109;2026-06-04\|8.47\|6.54\|7.88\|8.62\|7.81\|873803;2026-06-05\|8.64\|2.01\|8.30\|8.98\|8.28\|843110;2026-06-08\|8.18\|-5.32\|8.30\|8.65\|8.03\|587624;2026-06-09\|8.50\|3.91\|8.31\|8.63\|8.14\|568083;2026-06-10\|8.26\|-2.82\|8.43\|8.50\|8.18\|481285;2026-06-11\|8.24\|-0.24\|8.14\|8.45\|8.06\|369284;2026-06-12\|8.03\|-2.55\|8.36\|8.50\|8.00\|418382;2026-06-15\|8.32\|3.61\|8.12\|8.33\|8.06\|360574;2026-06-16\|8.52\|2.40\|8.32\|8.65\|8.18\|508954;2026-06-17\|8.28\|-2.82\|8.37\|8.45\|8.21\|375796;2026-06-18\|8.16\|-1.45\|8.30\|8.36\|8.13\|310441;2026-06-22\|8.53\|4.53\|8.21\|8.54\|8.15\|509656;2026-06-23\|8.26\|-3.17\|8.51\|8.65\|8.21\|435802;2026-06-24\|9.09\|10.05\|8.20\|9.09\|8.18\|955884;2026-06-25\|9.19\|1.10\|9.26\|9.36\|9.00\|1074412;2026-06-26\|9.52\|3.59\|9.20\|9.77\|9.20\|1087427;2026-06-29\|9.19\|-3.47\|9.35\|9.97\|9.10\|828831;2026-06-30\|9.34\|1.63\|9.38\|9.48\|9.02\|616048;2026-07-01\|10.27\|9.96\|9.23\|10.27\|9.17\|1121753;2026-07-02\|10.21\|-0.58\|10.27\|10.75\|9.83\|1074212;2026-07-03\|9.76\|-4.41\|10.10\|10.29\|9.43\|962947;2026-07-06\|9.11\|-6.66\|9.79\|9.86\|9.03\|649025;2026-07-07\|8.80\|-3.40\|9.12\|9.29\|8.65\|475386;2026-07-08\|8.25\|-6.25\|8.77\|8.85\|8.19\|506834;2026-07-09\|8.19\|-0.73\|8.30\|8.40\|7.86\|417542;2026-07-10\|8.43\|2.93\|8.14\|8.94\|8.13\|516447;2026-07-13\|7.82\|-7.13\|8.38\|9.19\|7.80\|668762;2026-07-14\|7.66\|-2.05\|7.82\|7.87\|7.45\|438601;2026-07-15\|7.72\|0.78\|7.66\|8.05\|7.60\|419839;2026-07-16\|7.38\|-4.40\|7.60\|7.66\|7.32\|358008;2026-07-17\|6.89\|-6.64\|7.48\|7.48\|6.86\|383433;2026-07-20\|6.52\|-5.37\|6.99\|7.09\|6.46\|387356;2026-07-21\|6.77\|3.83\|6.65\|6.78\|6.16\|355873;2026-07-22\|6.61\|-2.36\|6.71\|6.84\|6.57\|260004;2026-07-23\|6.79\|2.72\|6.60\|6.80\|6.57\|199739;2026-07-24\|6.66\|-1.91\|6.70\|6.84\|6.61\|199604;2026-07-27\|6.92\|3.90\|6.68\|6.93\|6.66\|206946;2026-07-28\|7.01\|1.30\|7.11\|7.28\|6.95\|380032;2026-07-29\|6.93\|-1.14\|6.89\|7.01\|6.72\|271721;2026-07-30\|6.81\|-1.73\|7.05\|7.05\|6.79\|202514;2026-07-31\|7.11\|4.41\|6.98\|7.15\|6.98\|280958;2026-08-03\|7.24\|1.83\|7.11\|7.32\|7.08\|229483;2026-08-04\|7.50\|3.59\|7.30\|7.52\|7.25\|203109;2026-08-05\|7.59\|1.20\|7.55\|7.73\|7.52\|250062;2026-08-06\|7.56\|-0.40\|7.52\|7.67\|7.42\|207145;2026-08-07\|7.62\|0.79\|7.53\|7.63\|7.45\|156275;2026-08-10\|7.77\|1.97\|7.64\|7.80\|7.45\|207456;2026-08-11\|7.66\|-1.42\|7.77\|7.82\|7.58\|135772;2026-08-12\|7.72\|0.78\|7.62\|7.76\|7.61\|148827;2026-08-13\|7.68\|-0.52\|7.75\|7.92\|7.67\|259565;2026-08-14\|7.80\|1.56\|7.71\|7.95\|7.67\|205248;2026-08-17\|7.89\|1.15\|7.81\|7.89\|7.63\|174963;2026-08-18\|8.29\|5.07\|7.91\|8.47\|7.81\|539185;2026-08-19\|7.81\|-5.79\|8.21\|8.49\|7.80\|415484;2026-08-20\|7.85\|0.51\|8.06\|8.08\|7.75\|215575;2026-08-21\|8.15\|3.82\|7.80\|8.15\|7.66\|279650;2026-08-24\|8.97\|10.06\|8.97\|8.97\|8.97\|117857;2026-08-25\|8.37\|-6.69\|9.01\|9.01\|8.19\|859130;2026-08-26\|8.50\|1.55\|8.34\|8.87\|8.26\|630051;2026-08-27\|8.53\|0.35\|8.33\|8.75\|8.14\|619507;2026-08-28\|9.38\|9.96\|8.37\|9.38\|8.29\|831967;2026-08-31\|9.37\|-0.11\|8.98\|9.57\|8.81\|921469;2026-09-01\|9.15\|-2.35\|9.40\|9.49\|9.10\|506707;2026-09-02\|8.73\|-4.59\|9.01\|9.04\|8.72\|562352;2026-09-03\|8.59\|-1.60\|8.79\|8.86\|8.51\|417830;2026-09-04\|8.53\|-0.70\|8.71\|8.86\|8.48\|336350;2026-09-07\|8.63\|1.17\|8.57\|8.66\|8.51\|261062;2026-09-08\|8.46\|-1.97\|8.63\|8.63\|8.41\|289586;2026-09-09\|8.64\|2.13\|8.43\|9.17\|8.40\|609992;2026-09-10\|8.16\|-5.56\|8.39\|8.45\|8.15\|455224;2026-09-11\|7.99\|-2.08\|7.96\|8.12\|7.88\|282684;2026-09-14\|7.90\|-1.13\|8.01\|8.06\|7.80\|224347
116714		算力租赁+智慧清洁机器人+一季报增长+承诺不减持行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年6月23日互动易，公司算力租赁业务经营正常，该业务所属的智云计算板块2025年度营收占总营收1.79%，对公司业绩影响较小。 2、据2026年6月2日互动易，公司智慧清洁机器人集群已形成全场景覆盖能力，产品已于27个省份、超60个城市实现规模化应用；据2026年5月13日机构调研，公司“蜂群”系统销量已突破百台，作业效率提升超50%。 3、据2026年4月28日公告及一季报，公司2026年一季度实现营收39.22亿元，同比增长23.23%；归母净利润2.14亿元，同比增长18.61%。 4、据2026年6月2日公告，公司控股股东宁波盈峰、实际控制人何剑锋及其一致行动人自愿承诺自2026年6月1日起12个月内不减持公司股份。	公司成立智算科技公司；一季度净利润同比增长18.61%	2026-05-11\|14.83\|-9.02\|15.90\|16.24\|14.70\|3359702;2026-05-12\|13.85\|-6.61\|15.45\|15.50\|13.72\|3172639;2026-05-13\|15.07\|8.81\|13.45\|15.24\|12.91\|4006861;2026-05-14\|14.25\|-5.44\|14.91\|15.51\|14.17\|3047800;2026-05-15\|13.23\|-7.16\|14.25\|14.40\|13.19\|2155043;2026-05-18\|13.10\|-0.98\|13.21\|13.50\|12.88\|1760872;2026-05-19\|13.33\|1.76\|12.98\|13.43\|12.67\|1430497;2026-05-20\|13.08\|-1.88\|13.13\|13.63\|12.92\|1245051;2026-05-21\|12.05\|-7.87\|13.15\|13.20\|11.93\|1803055;2026-05-22\|12.98\|7.72\|12.27\|13.08\|12.00\|2163031;2026-05-25\|12.92\|-0.46\|13.30\|13.45\|12.55\|1776763;2026-05-26\|11.78\|-8.82\|12.51\|12.66\|11.63\|2021745;2026-05-27\|10.97\|-6.88\|11.64\|11.80\|10.85\|1994698;2026-05-28\|11.11\|1.28\|11.11\|11.55\|10.91\|1195442;2026-05-29\|10.69\|-3.78\|11.20\|11.49\|10.39\|1119893;2026-06-01\|10.40\|-2.71\|10.64\|10.84\|10.26\|940877;2026-06-02\|10.83\|4.13\|11.00\|11.25\|10.69\|1605582;2026-06-03\|11.09\|2.40\|10.77\|11.64\|10.44\|1734625;2026-06-04\|11.06\|-0.27\|10.99\|11.15\|10.82\|980273;2026-06-05\|10.60\|-4.16\|10.95\|10.95\|10.50\|1030367;2026-06-08\|10.17\|-4.06\|10.08\|10.66\|10.01\|919251;2026-06-09\|10.21\|0.39\|10.37\|10.47\|10.00\|720058;2026-06-10\|10.08\|-1.27\|10.04\|10.30\|9.63\|1052152;2026-06-11\|9.84\|-2.38\|10.05\|10.07\|9.71\|779342;2026-06-12\|9.85\|0.10\|9.90\|10.23\|9.70\|949047;2026-06-15\|10.34\|4.97\|9.95\|10.34\|9.90\|1038896;2026-06-16\|10.35\|0.10\|10.24\|10.50\|10.15\|819175;2026-06-17\|10.25\|-0.97\|10.26\|10.78\|10.03\|1291962;2026-06-18\|10.20\|-0.49\|10.34\|10.65\|10.15\|1352802;2026-06-22\|10.45\|2.45\|10.40\|10.59\|9.89\|1312487;2026-06-23\|10.02\|-4.11\|10.50\|10.50\|9.96\|1094966;2026-06-24\|11.02\|9.98\|9.94\|11.02\|9.91\|1623198;2026-06-25\|11.81\|7.17\|11.26\|12.12\|11.25\|3037170;2026-06-26\|10.63\|-9.99\|11.51\|11.56\|10.63\|1601848;2026-06-29\|9.57\|-9.97\|10.65\|10.89\|9.57\|2395521;2026-06-30\|10.53\|10.03\|9.65\|10.53\|9.53\|1308156;2026-07-01\|10.26\|-2.56\|10.60\|10.68\|9.99\|1700557;2026-07-02\|10.25\|-0.10\|10.05\|10.85\|10.00\|1264151;2026-07-03\|10.48\|2.24\|10.35\|10.77\|10.20\|984508;2026-07-06\|10.12\|-3.44\|10.54\|10.77\|9.95\|914018;2026-07-07\|9.65\|-4.64\|10.11\|10.33\|9.62\|769235;2026-07-08\|9.35\|-3.11\|9.67\|9.79\|9.32\|676721;2026-07-09\|9.20\|-1.60\|9.31\|9.53\|8.77\|957512;2026-07-10\|9.08\|-1.30\|9.18\|9.50\|9.05\|775926;2026-07-13\|8.23\|-8.04\|9.00\|9.06\|8.14\|904466;2026-07-14\|8.26\|0.36\|8.30\|8.48\|7.96\|656916;2026-07-15\|8.08\|-2.18\|8.30\|8.48\|7.97\|648416;2026-07-16\|8.04\|-0.49\|8.00\|8.44\|7.97\|741664;2026-07-17\|7.32\|-8.96\|8.04\|8.04\|7.25\|900300;2026-07-20\|7.04\|-3.83\|7.46\|7.65\|6.88\|1025106;2026-07-21\|7.27\|3.27\|7.13\|7.31\|6.51\|1098954;2026-07-22\|7.10\|-2.34\|7.19\|7.42\|7.05\|653287;2026-07-23\|7.24\|1.97\|7.10\|7.33\|7.08\|603494;2026-07-24\|6.84\|-5.52\|7.11\|7.13\|6.79\|764806;2026-07-27\|7.39\|8.04\|6.81\|7.39\|6.80\|864728;2026-07-28\|7.40\|0.14\|7.31\|7.51\|7.21\|812665;2026-07-29\|7.51\|1.49\|7.40\|7.54\|6.96\|1068243;2026-07-30\|7.14\|-4.93\|7.49\|7.63\|7.10\|957445;2026-07-31\|7.85\|9.94\|7.84\|7.85\|7.80\|439107;2026-08-03\|8.64\|10.06\|8.23\|8.64\|8.12\|854175;2026-08-04\|9.09\|5.21\|8.90\|9.43\|8.68\|3537678;2026-08-05\|9.47\|4.18\|8.75\|9.61\|8.75\|2784532;2026-08-06\|9.37\|-1.06\|9.21\|9.48\|9.08\|1963418;2026-08-07\|9.35\|-0.21\|9.33\|9.37\|8.86\|1709066;2026-08-10\|9.01\|-3.64\|9.50\|9.55\|8.92\|1241755;2026-08-11\|9.33\|3.55\|8.90\|9.50\|8.81\|1671394;2026-08-12\|9.33\|0.00\|9.61\|9.75\|9.12\|1424216;2026-08-13\|9.25\|-0.86\|9.49\|9.78\|9.25\|1269464;2026-08-14\|9.47\|2.38\|9.30\|9.50\|9.05\|1251984;2026-08-17\|9.21\|-2.75\|9.39\|9.45\|9.04\|1315591;2026-08-18\|9.07\|-1.52\|9.21\|9.25\|8.84\|988390;2026-08-19\|8.35\|-7.94\|8.80\|8.89\|8.30\|1107749;2026-08-20\|8.20\|-1.80\|8.44\|8.48\|8.13\|573887;2026-08-21\|8.33\|1.59\|8.12\|8.39\|8.00\|623830;2026-08-24\|8.21\|-1.44\|8.38\|8.53\|8.06\|501570;2026-08-25\|8.17\|-0.49\|8.08\|8.24\|7.95\|432191;2026-08-26\|8.41\|2.94\|8.18\|8.44\|8.12\|625177;2026-08-27\|8.63\|2.62\|8.48\|8.69\|8.41\|773368;2026-08-28\|8.33\|-3.48\|8.56\|8.65\|8.28\|882261;2026-08-31\|8.59\|3.12\|8.17\|8.60\|8.06\|670998;2026-09-01\|8.46\|-1.51\|8.60\|8.77\|8.42\|594410;2026-09-02\|8.41\|-0.59\|8.38\|8.43\|8.23\|434613;2026-09-03\|8.43\|0.24\|8.40\|8.49\|8.20\|501463;2026-09-04\|8.05\|-4.51\|8.44\|8.52\|7.96\|1015845;2026-09-07\|8.07\|0.25\|8.06\|8.23\|8.00\|613717;2026-09-08\|8.06\|-0.12\|8.06\|8.13\|7.98\|460567;2026-09-09\|8.04\|-0.25\|8.09\|8.10\|7.97\|414446;2026-09-10\|7.96\|-0.99\|8.03\|8.03\|7.86\|446292;2026-09-11\|8.00\|0.50\|7.85\|8.04\|7.74\|459917;2026-09-14\|8.04\|0.50\|7.90\|8.05\|7.68\|394713
116713		算力合作+存储芯片+人形机器人行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月27日公告，公司全资子公司签署《算力产业合作协议》，围绕算电协同、AIDC智能算力中心运营等四大维度开展合作，整体合作业务体量折算合计约60亿元；据2026年6月3日互动易，公司正积极推进协议落地交付工作。 2、据2026年6月4日互动易，公司收购的NAO人形机器人在教育、科研领域的全球部署量超2万台，目前正全力推出新一代NAO系列产品，并推出适用于教育、康复、老人陪护等场景的机器人及机器人潮玩系列产品。 3、据2025年1月15日及2024年12月12日互动易，公司参股的苏州亿铸智能科技是一家将新型存储器ReRAM与存算一体架构相结合的大算力AI芯片公司。	1、公司参股的苏州亿铸智能科技有限公司是一家将新型存储器ReRAM及存算一体创新计算架构相结合，面向数据中心、云计算等场景的大算力AI芯片公司； 2、人工智能智慧口岸应用领域领先企业之一，已建立了机器人产品线，包括室内/外巡检机器人、协作机器人、车底查验机器人、测温机器人、协运机器人等	2026-05-11\|60.02\|-4.35\|62.75\|63.20\|59.79\|166712;2026-05-12\|59.00\|-1.70\|61.00\|62.55\|58.50\|149373;2026-05-13\|63.10\|6.95\|58.80\|64.25\|57.05\|236401;2026-05-14\|69.41\|10.00\|64.23\|69.41\|63.12\|233401;2026-05-15\|69.49\|0.12\|69.88\|70.80\|65.06\|211543;2026-05-18\|63.70\|-8.33\|68.00\|68.66\|63.30\|179144;2026-05-19\|62.52\|-1.85\|64.30\|65.20\|60.88\|136797;2026-05-20\|62.22\|-0.48\|62.54\|63.36\|60.66\|98194;2026-05-21\|61.30\|-1.32\|62.45\|66.56\|61.02\|163398;2026-05-22\|63.53\|3.64\|61.80\|64.45\|60.93\|135561;2026-05-25\|59.39\|-6.52\|62.90\|63.48\|58.01\|160343;2026-05-26\|57.40\|-3.35\|59.40\|59.50\|56.27\|105434;2026-05-27\|52.31\|-8.87\|59.52\|60.08\|51.66\|220800;2026-05-28\|51.70\|-1.17\|50.99\|52.25\|49.16\|158152;2026-05-29\|46.53\|-10.00\|51.70\|52.00\|46.53\|152703;2026-06-01\|48.47\|4.17\|47.00\|49.78\|46.31\|120039;2026-06-02\|47.22\|-2.58\|48.47\|48.75\|46.66\|72081;2026-06-03\|47.89\|1.42\|47.22\|48.34\|46.00\|84155;2026-06-04\|47.26\|-1.32\|47.40\|48.26\|46.60\|58429;2026-06-05\|46.77\|-1.04\|47.12\|47.59\|45.71\|63447;2026-06-08\|45.15\|-3.46\|44.44\|46.55\|44.31\|57252;2026-06-09\|45.06\|-0.20\|46.05\|46.36\|44.50\|42965;2026-06-10\|44.32\|-1.64\|44.44\|44.99\|43.71\|39754;2026-06-11\|43.27\|-2.37\|43.77\|44.05\|42.50\|45572;2026-06-12\|44.96\|3.91\|43.41\|45.84\|43.29\|62114;2026-06-15\|49.46\|10.01\|45.50\|49.46\|45.01\|78703;2026-06-16\|54.41\|10.01\|52.52\|54.41\|52.52\|87290;2026-06-17\|53.84\|-1.05\|55.93\|56.50\|53.53\|179676;2026-06-18\|55.78\|3.60\|55.02\|59.22\|55.02\|175966;2026-06-22\|59.02\|5.81\|58.37\|59.75\|55.90\|203109;2026-06-23\|60.00\|1.66\|58.80\|61.64\|58.31\|137985;2026-06-24\|66.00\|10.00\|58.82\|66.00\|58.31\|168574;2026-06-25\|72.60\|10.00\|70.68\|72.60\|66.15\|86629;2026-06-26\|75.20\|3.58\|72.27\|77.88\|72.27\|274186;2026-06-29\|74.20\|-1.33\|75.13\|76.78\|72.00\|156991;2026-06-30\|79.00\|6.47\|75.11\|81.62\|74.78\|150232;2026-07-01\|78.30\|-0.89\|77.90\|81.03\|76.05\|141431;2026-07-02\|71.89\|-8.19\|75.50\|78.00\|71.34\|140044;2026-07-03\|70.85\|-1.45\|71.89\|75.39\|70.04\|102744;2026-07-06\|71.51\|0.93\|72.15\|74.80\|70.55\|105830;2026-07-07\|66.52\|-6.98\|71.00\|71.51\|65.87\|101162;2026-07-08\|69.79\|4.92\|68.70\|72.00\|65.19\|134658;2026-07-09\|62.81\|-10.00\|66.97\|67.00\|62.81\|98410;2026-07-10\|58.96\|-6.13\|60.53\|64.60\|58.96\|216290;2026-07-13\|59.01\|0.08\|58.98\|63.13\|57.80\|150033;2026-07-14\|58.50\|-0.86\|59.64\|61.49\|56.00\|108564;2026-07-15\|55.20\|-5.64\|59.09\|59.15\|54.70\|77918;2026-07-16\|54.75\|-0.82\|54.63\|57.44\|53.50\|88878;2026-07-17\|49.28\|-9.99\|54.89\|54.89\|49.28\|99116;2026-07-20\|48.34\|-1.91\|50.78\|54.10\|46.92\|115598;2026-07-21\|49.57\|2.54\|48.00\|49.74\|43.51\|125424;2026-07-22\|48.67\|-1.82\|48.73\|50.36\|48.06\|87401;2026-07-23\|49.63\|1.97\|49.00\|51.11\|48.10\|93554;2026-07-24\|46.76\|-5.78\|48.50\|49.54\|46.59\|71179;2026-07-27\|47.48\|1.54\|46.45\|47.50\|44.85\|73108;2026-07-28\|45.07\|-5.08\|47.32\|48.15\|44.73\|63583;2026-07-29\|41.95\|-6.92\|45.06\|45.08\|40.88\|92849;2026-07-30\|37.76\|-9.99\|41.79\|42.48\|37.76\|94833;2026-07-31\|40.64\|7.63\|40.00\|41.54\|38.86\|146187;2026-08-03\|40.74\|0.25\|40.36\|42.00\|39.80\|125217;2026-08-04\|44.81\|9.99\|41.40\|44.81\|41.35\|61635;2026-08-05\|49.29\|10.00\|47.95\|49.29\|46.03\|177689;2026-08-06\|49.22\|-0.14\|48.79\|51.50\|48.03\|225577;2026-08-07\|52.82\|7.31\|49.45\|54.14\|48.77\|227912;2026-08-10\|56.76\|7.46\|52.83\|57.00\|52.12\|213173;2026-08-11\|52.17\|-8.09\|55.00\|55.59\|51.50\|193943;2026-08-12\|53.49\|2.53\|53.02\|56.50\|53.02\|163335;2026-08-13\|53.45\|-0.07\|55.07\|56.75\|53.41\|162353;2026-08-14\|53.05\|-0.75\|53.07\|53.45\|51.76\|157484;2026-08-17\|56.61\|6.71\|52.90\|56.84\|52.90\|140116;2026-08-18\|55.71\|-1.59\|56.65\|56.92\|54.37\|117866;2026-08-19\|50.42\|-9.50\|54.50\|54.50\|50.15\|116095;2026-08-20\|50.50\|0.16\|50.50\|51.90\|49.55\|93186;2026-08-21\|50.05\|-0.89\|50.20\|51.46\|49.10\|77646;2026-08-24\|47.70\|-4.70\|50.20\|50.23\|46.23\|99574;2026-08-25\|47.57\|-0.27\|47.00\|48.18\|45.47\|68302;2026-08-26\|46.59\|-2.06\|47.61\|48.02\|45.58\|64600;2026-08-27\|48.27\|3.61\|46.87\|48.49\|46.84\|75895;2026-08-28\|46.80\|-3.05\|48.28\|49.74\|46.80\|85177;2026-08-31\|49.04\|4.79\|46.50\|49.08\|45.62\|84147;2026-09-01\|47.41\|-3.32\|48.84\|49.29\|47.07\|66904;2026-09-02\|47.38\|-0.06\|46.55\|47.99\|46.35\|51115;2026-09-03\|48.04\|1.39\|48.00\|48.73\|47.22\|63381;2026-09-04\|46.76\|-2.66\|48.28\|49.37\|46.32\|69164;2026-09-07\|48.56\|3.85\|47.15\|49.09\|46.56\|76626;2026-09-08\|48.15\|-0.84\|49.01\|49.69\|47.89\|80991;2026-09-09\|47.40\|-1.56\|48.76\|48.98\|47.00\|57438;2026-09-10\|47.46\|0.13\|47.04\|48.15\|46.22\|57008;2026-09-11\|47.01\|-0.95\|46.74\|47.74\|45.10\|61201;2026-09-14\|47.05\|0.09\|46.44\|47.75\|45.44\|42048
116712		算力+人形机器人+定增募资+一季报增长行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年4月24日年报及投资者关系活动记录表，公司作为NVIDIA全球NPN合作伙伴，与其全球同步首发智擎EII系列具身智能控制器，已与国内多家一二线人形厂商完成送样验证，部分工业机器人客户已实现小批量订单交付。 2、据2026年6月18日公告，公司拟向特定对象发行股票募资不超过28.7亿元的议案获股东大会通过，其中22亿元拟用于天津智算中心建设及运营项目。 3、据2026年4月24日年报，子公司腾云智算2025年实现营收4.62亿元，同比增长53.4%；其已发布HAT算力服务云平台，支持跨芯片架构和潮汐定价等灵活计费模式。 4、据2026年4月24日公告，公司2026年一季度营收13.03亿元，同比增长52.96%；归母净利润1.09亿元，同比增长159.13%，增长主要系主营及智算业务订单增加。	子公司腾云智算算力设备销售保持强劲增长，维保业务实现翻倍增长，已发布GPU算力租赁平台HAT，支持整机与切卡租赁，首批种子用户落地；一季度净利润同比增长159.13%	2026-05-11\|102.72\|2.25\|99.95\|103.96\|97.38\|129481;2026-05-12\|103.48\|0.74\|102.80\|105.37\|101.00\|113042;2026-05-13\|104.74\|1.22\|101.99\|105.56\|101.00\|92591;2026-05-14\|103.70\|-0.99\|105.82\|106.66\|102.60\|95714;2026-05-15\|101.84\|-1.79\|103.70\|107.50\|100.29\|125769;2026-05-18\|106.73\|4.80\|102.02\|108.82\|102.02\|126300;2026-05-19\|109.00\|2.13\|105.80\|109.65\|104.60\|110722;2026-05-20\|115.53\|5.99\|110.09\|119.90\|109.33\|188700;2026-05-21\|108.25\|-6.30\|115.26\|115.53\|107.00\|152793;2026-05-22\|113.83\|5.15\|110.16\|114.68\|109.50\|122829;2026-05-25\|108.35\|-4.81\|113.83\|115.98\|105.18\|158986;2026-05-26\|105.97\|-2.20\|107.93\|109.14\|104.23\|127092;2026-05-27\|102.62\|-3.16\|105.32\|106.36\|102.00\|86857;2026-05-28\|106.63\|3.91\|102.62\|107.50\|100.44\|105373;2026-05-29\|104.00\|-2.47\|108.01\|110.99\|102.10\|94784;2026-06-01\|106.17\|2.09\|105.00\|112.39\|104.63\|142713;2026-06-02\|101.10\|-4.78\|102.96\|105.46\|98.49\|159620;2026-06-03\|101.76\|0.65\|99.81\|105.72\|99.00\|100307;2026-06-04\|100.52\|-1.22\|101.01\|102.45\|99.20\|63612;2026-06-05\|101.89\|1.36\|101.16\|104.42\|99.74\|85188;2026-06-08\|101.85\|-0.04\|97.00\|105.16\|97.00\|99775;2026-06-09\|100.48\|-1.35\|101.90\|102.68\|98.60\|75428;2026-06-10\|100.03\|-0.45\|99.50\|102.75\|98.30\|59471;2026-06-11\|96.70\|-3.33\|99.77\|100.00\|95.75\|60556;2026-06-12\|97.40\|0.72\|97.85\|99.70\|96.50\|50381;2026-06-15\|101.21\|3.91\|96.50\|101.85\|96.00\|59790;2026-06-16\|104.90\|3.65\|100.92\|105.14\|99.97\|72744;2026-06-17\|115.39\|10.00\|105.10\|115.39\|104.94\|136965;2026-06-18\|126.93\|10.00\|118.41\|126.93\|118.41\|77465;2026-06-22\|131.19\|3.36\|128.81\|132.00\|125.00\|185166;2026-06-23\|124.50\|-5.10\|128.87\|129.36\|122.00\|101908;2026-06-24\|136.95\|10.00\|124.13\|136.95\|121.72\|141653;2026-06-25\|136.81\|-0.10\|139.02\|142.60\|134.91\|116371;2026-06-26\|128.20\|-6.29\|135.18\|135.58\|127.90\|90699;2026-06-29\|103.20\|4.68\|100.50\|106.88\|98.60\|129764;2026-06-30\|102.28\|-0.89\|105.67\|105.88\|100.62\|135111;2026-07-01\|102.68\|0.39\|103.17\|103.80\|99.42\|118956;2026-07-02\|94.54\|-7.93\|97.00\|100.96\|94.08\|140936;2026-07-03\|97.50\|3.13\|93.90\|100.70\|93.45\|104354;2026-07-06\|96.55\|-0.97\|99.95\|101.50\|91.50\|86925;2026-07-07\|101.31\|4.93\|97.52\|102.02\|95.25\|125924;2026-07-08\|96.45\|-4.80\|104.00\|104.70\|96.00\|250911;2026-07-09\|98.80\|2.44\|97.67\|98.98\|92.10\|203688;2026-07-10\|97.03\|-1.79\|98.00\|105.39\|96.90\|165333;2026-07-13\|89.11\|-8.16\|95.62\|98.69\|88.91\|139687;2026-07-14\|90.73\|1.82\|90.00\|91.72\|86.20\|115169;2026-07-15\|89.21\|-1.68\|92.48\|93.68\|88.40\|86292;2026-07-16\|88.01\|-1.35\|87.61\|92.80\|85.08\|99291;2026-07-17\|79.21\|-10.00\|87.04\|87.66\|79.21\|94860;2026-07-20\|73.60\|-7.08\|77.00\|83.95\|71.29\|198829;2026-07-21\|79.04\|7.39\|74.92\|79.12\|67.30\|175533;2026-07-22\|76.64\|-3.04\|78.70\|80.83\|75.50\|123693;2026-07-23\|76.35\|-0.38\|77.91\|80.95\|75.79\|118434;2026-07-24\|74.46\|-2.48\|74.82\|77.16\|73.91\|84170;2026-07-27\|75.30\|1.13\|73.73\|76.00\|72.21\|91944;2026-07-28\|71.29\|-5.33\|73.71\|76.86\|70.95\|100202;2026-07-29\|68.64\|-3.72\|71.27\|71.77\|65.60\|114773;2026-07-30\|63.36\|-7.69\|68.28\|68.71\|62.32\|109493;2026-07-31\|67.18\|6.03\|68.01\|69.70\|66.66\|137079;2026-08-03\|65.43\|-2.60\|67.85\|70.14\|64.44\|112125;2026-08-04\|71.97\|10.00\|67.33\|71.97\|67.05\|99409;2026-08-05\|77.01\|7.00\|73.40\|78.49\|71.99\|187161;2026-08-06\|83.54\|8.48\|77.01\|83.67\|76.18\|178963;2026-08-07\|84.65\|1.33\|83.00\|85.16\|82.01\|150826;2026-08-10\|82.40\|-2.66\|85.99\|86.06\|80.71\|98594;2026-08-11\|82.79\|0.47\|82.50\|83.86\|80.80\|85431;2026-08-12\|82.56\|-0.28\|83.78\|84.84\|81.93\|87673;2026-08-13\|83.90\|1.62\|86.00\|88.09\|83.80\|121917;2026-08-14\|85.39\|1.78\|83.90\|86.49\|83.15\|90172;2026-08-17\|87.35\|2.30\|86.24\|87.35\|83.75\|84137;2026-08-18\|86.08\|-1.45\|86.59\|88.23\|84.16\|73141;2026-08-19\|78.97\|-8.26\|83.90\|84.60\|78.42\|83047;2026-08-20\|78.76\|-0.27\|79.99\|80.47\|77.92\|57843;2026-08-21\|78.48\|-0.36\|78.03\|79.28\|76.80\|51716;2026-08-24\|74.80\|-4.69\|78.80\|78.80\|72.85\|64909;2026-08-25\|77.69\|3.86\|73.31\|78.19\|71.85\|75163;2026-08-26\|76.92\|-0.99\|77.60\|78.27\|74.15\|74722;2026-08-27\|80.51\|4.67\|78.42\|80.76\|77.10\|86981;2026-08-28\|77.23\|-4.07\|79.79\|80.66\|77.00\|64411;2026-08-31\|81.44\|5.45\|76.00\|81.68\|75.33\|86421;2026-09-01\|78.50\|-3.61\|83.20\|83.69\|77.65\|74314;2026-09-02\|78.10\|-0.51\|77.77\|79.00\|76.02\|50907;2026-09-03\|77.47\|-0.81\|79.67\|80.08\|76.66\|57581;2026-09-04\|74.58\|-3.73\|78.18\|79.13\|74.00\|58645;2026-09-07\|76.70\|2.84\|75.00\|77.17\|74.48\|54050;2026-09-08\|75.30\|-1.83\|76.58\|77.45\|74.92\|46083;2026-09-09\|75.26\|-0.05\|75.60\|77.43\|74.71\|43833;2026-09-10\|74.57\|-0.92\|74.58\|75.66\|73.96\|37139;2026-09-11\|72.96\|-2.16\|73.80\|74.30\|70.92\|47438;2026-09-14\|73.25\|0.40\|72.69\|73.60\|71.25\|38296
116711	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	薄膜电容器+AI数据中心电源+固态变压器行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。公司原因： 1、据2026年5月21日投资者关系活动记录表，公司正全面跟进固态变压器等与AI数据中心电源相关应用场景的产品开发与市场导入，并预计将进一步扩大AI算力应用领域配套产品的产能。 2、据2026年5月22日互动易，公司薄膜电容器已用于AI服务器电源及数据中心电源等应用领域。 3、据2026年6月4日互动易，公司目前生产处于满产状态，三季度订单充足。	公司薄膜电容器广泛应用于新能源（光伏、储能、风电、新能源汽车）、数据中心、智能电网、轨道交通、工业控制、消费类等应用领域	2026-05-11\|128.70\|4.63\|123.81\|131.00\|123.65\|117805;2026-05-12\|126.03\|-2.07\|129.00\|130.93\|124.50\|64933;2026-05-13\|132.70\|5.29\|125.33\|134.60\|124.08\|107897;2026-05-14\|130.87\|-1.38\|134.95\|135.28\|128.91\|80338;2026-05-15\|133.97\|2.37\|130.90\|138.67\|127.25\|99382;2026-05-18\|134.18\|0.16\|132.80\|135.88\|131.45\|65243;2026-05-19\|147.60\|10.00\|132.58\|147.60\|131.00\|135452;2026-05-20\|162.36\|10.00\|150.55\|162.36\|150.55\|77411;2026-05-21\|158.36\|-2.46\|168.00\|171.67\|156.19\|228825;2026-05-22\|174.20\|10.00\|160.00\|174.20\|160.00\|170911;2026-05-25\|172.43\|-1.02\|176.00\|176.58\|167.35\|155454;2026-05-26\|162.51\|-5.75\|167.58\|168.98\|159.69\|124274;2026-05-27\|170.37\|4.84\|162.51\|176.32\|162.51\|139584;2026-05-28\|176.77\|3.76\|173.00\|179.99\|172.00\|129094;2026-05-29\|165.88\|-6.16\|181.11\|182.88\|163.54\|114563;2026-06-01\|154.40\|-6.92\|164.31\|165.88\|153.99\|124015;2026-06-02\|165.88\|7.44\|155.20\|169.50\|152.00\|116223;2026-06-03\|161.00\|-2.94\|165.88\|166.88\|158.32\|111562;2026-06-04\|171.74\|6.67\|157.99\|175.25\|157.99\|134498;2026-06-05\|169.36\|-1.39\|168.88\|174.68\|162.22\|144056;2026-06-08\|156.32\|-7.70\|159.00\|165.80\|154.20\|117447;2026-06-09\|166.57\|6.56\|160.00\|167.48\|151.60\|129827;2026-06-10\|155.00\|-6.95\|164.30\|164.73\|152.20\|114040;2026-06-11\|150.25\|-3.06\|152.30\|155.96\|147.59\|99985;2026-06-12\|143.00\|-3.35\|152.09\|153.20\|141.50\|112913;2026-06-15\|157.30\|10.00\|145.00\|157.30\|144.60\|90644;2026-06-16\|168.29\|6.99\|161.00\|173.00\|159.51\|128365;2026-06-17\|170.05\|1.05\|168.29\|172.23\|165.55\|94798;2026-06-18\|168.19\|-1.09\|169.98\|175.39\|167.77\|101054;2026-06-22\|172.94\|2.82\|170.50\|177.25\|167.50\|125242;2026-06-23\|162.51\|-6.03\|172.00\|172.00\|160.60\|100728;2026-06-24\|178.76\|10.00\|162.45\|178.76\|161.95\|165524;2026-06-25\|190.04\|6.31\|183.00\|191.55\|178.97\|209156;2026-06-26\|188.76\|-0.67\|188.00\|195.50\|177.70\|170848;2026-06-29\|189.40\|0.34\|191.00\|198.80\|185.60\|169242;2026-06-30\|190.80\|0.74\|186.00\|195.68\|184.10\|131285;2026-07-01\|182.55\|-4.32\|192.20\|195.20\|177.99\|141116;2026-07-02\|164.30\|-10.00\|172.55\|173.30\|164.30\|112859;2026-07-03\|157.06\|-4.41\|160.27\|163.68\|153.52\|105367;2026-07-06\|153.64\|-2.18\|160.00\|161.82\|149.40\|92108;2026-07-07\|150.47\|-2.06\|153.50\|157.50\|148.71\|67639;2026-07-08\|140.84\|-6.40\|151.00\|151.37\|140.36\|91508;2026-07-09\|150.88\|7.13\|143.65\|151.60\|140.33\|95323;2026-07-10\|143.65\|-4.79\|151.47\|154.26\|143.65\|88361;2026-07-13\|134.50\|-6.37\|140.01\|142.72\|134.03\|78776;2026-07-14\|138.66\|3.09\|135.64\|139.41\|131.80\|69229;2026-07-15\|131.55\|-5.13\|138.69\|139.98\|131.00\|56994;2026-07-16\|132.31\|0.58\|128.00\|137.88\|127.99\|71690;2026-07-17\|125.52\|-5.13\|131.10\|131.53\|123.89\|70279;2026-07-20\|121.80\|-2.96\|127.51\|128.52\|119.00\|74384;2026-07-21\|130.48\|7.13\|122.50\|131.31\|120.18\|78905;2026-07-22\|126.89\|-2.75\|130.45\|131.67\|126.60\|59601;2026-07-23\|130.80\|3.08\|126.89\|131.63\|126.89\|54640;2026-07-24\|126.86\|-3.01\|128.00\|130.78\|126.55\|43435;2026-07-27\|136.00\|7.20\|126.20\|137.70\|126.09\|65963;2026-07-28\|131.18\|-3.54\|132.00\|134.10\|129.61\|58351;2026-07-29\|135.70\|3.45\|131.17\|136.63\|129.66\|57706;2026-07-30\|133.60\|-1.55\|135.70\|136.56\|129.89\|49544;2026-07-31\|136.88\|2.46\|138.74\|140.08\|136.26\|58602;2026-08-03\|136.34\|-0.39\|135.20\|136.79\|132.30\|41544;2026-08-04\|139.53\|2.34\|137.30\|140.98\|135.38\|49684;2026-08-05\|141.69\|1.55\|138.14\|143.85\|137.32\|63528;2026-08-06\|137.22\|-3.15\|140.01\|140.38\|135.41\|63523;2026-08-07\|136.21\|-0.74\|137.47\|137.52\|133.47\|62141;2026-08-10\|135.50\|-0.52\|136.25\|136.77\|131.86\|54781;2026-08-11\|136.03\|0.39\|134.12\|138.98\|133.50\|42918;2026-08-12\|133.00\|-2.23\|135.21\|136.08\|132.66\|52157;2026-08-13\|135.49\|1.87\|133.90\|138.96\|133.89\|69935;2026-08-14\|135.39\|-0.07\|136.00\|137.75\|133.43\|48129;2026-08-17\|139.09\|2.73\|135.40\|139.58\|133.15\|68130;2026-08-18\|136.28\|-2.02\|138.60\|139.67\|133.95\|56271;2026-08-19\|130.32\|-4.37\|133.20\|134.50\|130.32\|55929;2026-08-20\|128.52\|-1.38\|131.80\|132.88\|127.77\|35713;2026-08-21\|133.07\|3.54\|127.94\|134.55\|127.67\|46949;2026-08-24\|126.27\|-5.11\|133.07\|135.96\|124.00\|58607;2026-08-25\|126.18\|-0.07\|125.29\|128.48\|123.00\|28250;2026-08-26\|127.41\|0.97\|126.40\|129.36\|125.91\|26564;2026-08-27\|129.60\|1.72\|127.90\|129.99\|126.90\|32409;2026-08-28\|128.35\|-0.96\|128.90\|131.95\|128.26\|26948;2026-08-31\|129.12\|0.60\|126.90\|129.44\|125.81\|31470;2026-09-01\|127.19\|-1.49\|129.25\|132.50\|127.00\|29469;2026-09-02\|123.15\|-3.18\|125.12\|126.00\|122.60\|37628;2026-09-03\|125.16\|1.63\|124.00\|126.37\|123.90\|30170;2026-09-04\|123.48\|-1.34\|125.89\|128.80\|122.88\|27416;2026-09-07\|126.33\|2.31\|124.80\|127.28\|124.60\|27000;2026-09-08\|123.40\|-2.32\|126.33\|126.33\|123.01\|31905;2026-09-09\|123.06\|-0.28\|124.00\|124.44\|122.30\|21459;2026-09-10\|122.07\|-0.80\|122.01\|123.27\|120.57\|18856;2026-09-11\|123.01\|0.77\|120.90\|123.46\|118.85\|33920;2026-09-14\|124.82\|1.47\|121.66\|125.00\|120.50\|26695
116710	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-05-11\|34.54\|3.17\|33.98\|35.19\|33.78\|160486;2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552;2026-07-13\|53.51\|-9.99\|57.97\|60.38\|53.51\|285843;2026-07-14\|56.01\|4.67\|52.88\|56.35\|50.70\|415520;2026-07-15\|55.28\|-1.30\|57.79\|58.64\|54.23\|251647;2026-07-16\|50.96\|-7.81\|55.04\|55.04\|50.00\|228231;2026-07-17\|47.23\|-7.32\|51.64\|51.80\|46.25\|248249;2026-07-20\|42.51\|-9.99\|48.59\|48.84\|42.51\|205032;2026-07-21\|46.76\|10.00\|43.36\|46.76\|38.30\|335819;2026-07-22\|43.99\|-5.92\|46.60\|48.38\|43.88\|272972;2026-07-23\|44.83\|1.91\|44.70\|48.39\|43.90\|326158;2026-07-24\|42.02\|-6.27\|44.27\|44.35\|41.60\|246677;2026-07-27\|45.10\|7.33\|42.86\|45.45\|41.35\|274286;2026-07-28\|40.67\|-9.82\|43.62\|43.95\|40.59\|227807;2026-07-29\|42.20\|3.76\|40.67\|43.19\|40.57\|311601;2026-07-30\|40.12\|-4.93\|42.98\|44.20\|39.13\|457846;2026-07-31\|40.62\|1.25\|44.13\|44.13\|40.50\|566112;2026-08-03\|41.84\|3.00\|40.00\|43.29\|40.00\|402125;2026-08-04\|44.64\|6.69\|41.92\|45.34\|40.20\|330480;2026-08-05\|48.25\|8.09\|43.40\|49.10\|43.40\|430756;2026-08-06\|48.78\|1.10\|47.23\|50.04\|46.16\|394852;2026-08-07\|50.25\|3.01\|48.78\|50.80\|46.88\|344669;2026-08-10\|51.54\|2.57\|50.50\|52.42\|47.61\|332154;2026-08-11\|50.50\|-2.02\|49.51\|54.80\|49.51\|384864;2026-08-12\|49.42\|-2.14\|50.46\|51.00\|48.30\|294954;2026-08-13\|50.65\|2.49\|50.00\|54.36\|50.00\|450815;2026-08-14\|51.69\|2.05\|51.00\|52.48\|49.88\|318419;2026-08-17\|52.37\|1.32\|51.22\|52.41\|50.31\|292678;2026-08-18\|53.03\|1.26\|52.00\|53.31\|51.51\|275298;2026-08-19\|47.73\|-9.99\|50.23\|50.75\|47.73\|253490;2026-08-20\|46.00\|-3.62\|47.72\|48.63\|45.66\|234762;2026-08-21\|48.88\|6.26\|46.00\|48.96\|45.69\|232058;2026-08-24\|46.73\|-4.40\|48.01\|49.10\|45.34\|199098;2026-08-25\|45.55\|-2.53\|46.57\|46.63\|44.01\|155114;2026-08-26\|45.41\|-0.31\|45.78\|46.09\|44.51\|107054;2026-08-27\|47.96\|5.62\|46.03\|48.30\|45.30\|162759;2026-08-28\|47.12\|-1.75\|48.39\|49.30\|47.06\|173111;2026-08-31\|47.00\|-0.25\|45.61\|47.10\|45.41\|171439;2026-09-01\|46.11\|-1.89\|47.31\|47.86\|45.58\|149869;2026-09-02\|45.19\|-2.00\|45.77\|46.55\|44.96\|123220;2026-09-03\|45.78\|1.31\|45.56\|47.18\|45.39\|146435;2026-09-04\|43.59\|-4.78\|46.00\|46.79\|43.24\|148947;2026-09-07\|45.44\|4.24\|43.91\|45.94\|43.80\|180446;2026-09-08\|45.77\|0.73\|45.44\|47.74\|44.95\|178374;2026-09-09\|45.93\|0.35\|45.88\|47.10\|45.54\|153794;2026-09-10\|46.87\|2.05\|45.25\|47.67\|45.08\|172982;2026-09-11\|49.70\|6.04\|46.20\|49.85\|45.80\|418959;2026-09-14\|49.60\|-0.20\|48.49\|51.55\|48.49\|403304
116709	国巨、华新科等MLCC龙头称缺货潮将延伸至2027年以后	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-05-11\|21.32\|1.28\|21.26\|21.39\|21.04\|102501;2026-05-12\|21.05\|-1.27\|21.40\|21.69\|20.98\|112057;2026-05-13\|20.94\|-0.52\|20.70\|21.25\|20.68\|109262;2026-05-14\|20.50\|-2.10\|21.01\|21.05\|20.50\|79984;2026-05-15\|20.00\|-2.44\|20.48\|20.78\|19.85\|83071;2026-05-18\|22.00\|10.00\|19.97\|22.00\|19.85\|187688;2026-05-19\|24.20\|10.00\|22.50\|24.20\|22.01\|270869;2026-05-20\|25.71\|6.24\|24.76\|26.32\|24.36\|444457;2026-05-21\|25.84\|0.51\|25.60\|27.25\|24.62\|401253;2026-05-22\|28.42\|9.98\|26.36\|28.42\|26.31\|159994;2026-05-25\|30.70\|8.02\|31.26\|31.26\|29.00\|469758;2026-05-26\|31.75\|3.42\|29.82\|33.10\|29.01\|467472;2026-05-27\|34.93\|10.02\|31.80\|34.93\|31.80\|399352;2026-05-28\|38.42\|9.99\|35.13\|38.42\|35.13\|433565;2026-05-29\|35.81\|-6.79\|37.10\|38.29\|35.01\|414301;2026-06-01\|32.23\|-10.00\|34.47\|35.59\|32.23\|276949;2026-06-02\|31.74\|-1.52\|30.49\|33.36\|30.31\|401677;2026-06-03\|31.14\|-1.89\|31.10\|32.12\|30.45\|336864;2026-06-04\|34.25\|9.99\|30.69\|34.25\|30.50\|306082;2026-06-05\|35.50\|3.65\|34.20\|37.29\|34.02\|412821;2026-06-08\|31.95\|-10.00\|33.23\|35.90\|31.95\|256268;2026-06-09\|33.08\|3.54\|32.38\|34.10\|31.28\|281068;2026-06-10\|31.22\|-5.62\|32.80\|33.80\|30.69\|229876;2026-06-11\|30.59\|-2.02\|30.50\|31.88\|29.50\|217896;2026-06-12\|28.76\|-5.98\|31.18\|31.37\|28.48\|224107;2026-06-15\|31.18\|8.41\|29.41\|31.64\|29.17\|226413;2026-06-16\|34.30\|10.01\|31.00\|34.30\|30.99\|200624;2026-06-17\|37.73\|10.00\|34.30\|37.73\|34.30\|148209;2026-06-18\|41.50\|9.99\|40.06\|41.50\|39.62\|53717;2026-06-22\|45.65\|10.00\|44.88\|45.65\|40.81\|328161;2026-06-23\|44.42\|-2.69\|47.69\|49.29\|43.72\|426206;2026-06-24\|48.86\|10.00\|43.00\|48.86\|43.00\|182085;2026-06-25\|53.75\|10.01\|53.01\|53.75\|51.96\|99320;2026-06-26\|56.00\|4.19\|53.84\|58.00\|53.84\|376125;2026-06-29\|54.00\|-3.57\|56.00\|56.68\|51.60\|279451;2026-06-30\|52.50\|-2.78\|53.38\|53.65\|49.86\|232096;2026-07-01\|50.85\|-3.14\|54.53\|55.98\|50.58\|202755;2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728;2026-07-13\|34.47\|-10.00\|37.03\|38.35\|34.47\|159609;2026-07-14\|37.92\|10.01\|35.09\|37.92\|33.96\|156100;2026-07-15\|34.96\|-7.81\|39.28\|40.00\|34.96\|170372;2026-07-16\|35.20\|0.69\|34.26\|38.46\|33.80\|255360;2026-07-17\|31.68\|-10.00\|34.92\|35.91\|31.68\|181194;2026-07-20\|28.51\|-10.01\|31.71\|31.88\|28.51\|150331;2026-07-21\|29.47\|3.37\|27.42\|29.70\|25.66\|298411;2026-07-22\|27.80\|-5.67\|28.50\|29.74\|27.43\|253603;2026-07-23\|28.11\|1.12\|28.69\|30.11\|27.61\|230857;2026-07-24\|26.24\|-6.65\|27.37\|27.93\|25.93\|207269;2026-07-27\|28.86\|9.98\|26.35\|28.86\|25.85\|252922;2026-07-28\|26.34\|-8.73\|27.39\|28.30\|25.97\|220383;2026-07-29\|26.01\|-1.25\|26.30\|28.50\|24.81\|237270;2026-07-30\|24.14\|-7.19\|25.70\|26.51\|23.47\|231215;2026-07-31\|24.36\|0.91\|26.00\|26.55\|24.31\|327114;2026-08-03\|23.57\|-3.24\|24.00\|24.45\|22.88\|257715;2026-08-04\|25.52\|8.27\|23.80\|25.91\|23.41\|250208;2026-08-05\|27.24\|6.74\|25.27\|28.07\|25.05\|278324;2026-08-06\|27.92\|2.50\|27.27\|28.33\|26.72\|298057;2026-08-07\|29.22\|4.66\|27.92\|29.56\|27.15\|354836;2026-08-10\|28.81\|-1.40\|29.30\|29.58\|27.68\|265774;2026-08-11\|29.12\|1.08\|28.55\|30.55\|28.20\|345094;2026-08-12\|29.52\|1.37\|29.10\|29.66\|28.00\|282309;2026-08-13\|29.99\|1.59\|30.00\|32.47\|29.75\|511592;2026-08-14\|32.99\|10.00\|30.65\|32.99\|30.44\|425878;2026-08-17\|32.12\|-2.64\|33.07\|33.81\|31.50\|635519;2026-08-18\|30.98\|-3.55\|31.66\|32.55\|30.41\|353207;2026-08-19\|27.88\|-10.01\|29.44\|30.48\|27.88\|273712;2026-08-20\|28.21\|1.18\|28.44\|28.99\|27.63\|257918;2026-08-21\|28.69\|1.70\|27.99\|28.88\|27.17\|202834;2026-08-24\|27.33\|-4.74\|28.49\|28.50\|26.50\|183712;2026-08-25\|27.41\|0.29\|26.82\|27.84\|25.98\|131824;2026-08-26\|27.14\|-0.98\|27.50\|27.62\|26.50\|111738;2026-08-27\|28.38\|4.57\|27.20\|28.65\|26.95\|160197;2026-08-28\|28.60\|0.78\|28.38\|30.17\|28.29\|220948;2026-08-31\|31.46\|10.00\|28.01\|31.46\|27.88\|408416;2026-09-01\|29.85\|-5.12\|32.31\|32.98\|29.85\|425234;2026-09-02\|29.12\|-2.45\|29.26\|29.98\|28.80\|239768;2026-09-03\|32.03\|9.99\|29.45\|32.03\|29.30\|466089;2026-09-04\|31.52\|-1.59\|32.18\|34.14\|31.13\|490274;2026-09-07\|32.80\|4.06\|32.08\|32.83\|31.00\|454895;2026-09-08\|34.29\|4.54\|32.80\|34.30\|31.70\|520151;2026-09-09\|33.65\|-1.87\|34.30\|34.38\|32.90\|393092;2026-09-10\|31.70\|-5.79\|32.77\|33.10\|31.60\|271469;2026-09-11\|33.03\|4.20\|30.09\|33.32\|30.09\|373802;2026-09-14\|34.62\|4.81\|32.05\|35.30\|30.60\|435684
116708	英伟达Rubin成全球首个100%液冷AI计算平台	定增审核通过+人形机器人+液冷+数控机床 1、据2026年4月30日公司公告，创世纪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。 2、据2025年11月6日互动易，公司钻铣加工中心、立式加工中心、五轴联动加工中心等产品可用于人形机器人领域相关的传感器、关节部件等核心零部件的精密加工；据2026年4月2日投资者关系活动记录表，公司已与部分机器人领域客户及其零部件加工厂商有合作关系。 3、据2026年4月2日投资者关系活动记录表，在 AI 液冷领域，针对 AI 服务器散热场景常见的散热器、冷板、热管、鳍片、冷头、大型分水器等不同工件加工需求，公司在已有机型上进行定制化升级，推出钻铣加工中心、立式加工中心、型材加工中心等组合产品解决方案。 4、公司是国内数控机床领先企业，主营高端数控机床。据2026年4月2日投资者关系活动记录表，2025年公司3C钻铣加工中心收入21.85亿元，市占率行业第一，海外业务收入3.91亿元，同比增长88.26%。	1、公司针对AI液冷服务器散热场景推出型材加工中心等组合方案，2025年已获多家液冷硬件厂商及代工厂订单，产品均价显著高于传统机型，26、27年出货量预期持续快速增长； 2、公司已与机器人领域部分客户及其零部件加工厂商有合作关系，公司多种产品（包括钻攻机、立式加工中心、卧式加工中心、五轴联动加工中心等）可用于人形机器人部分零部件的精密加工	2026-05-11\|10.46\|0.48\|10.40\|10.71\|10.23\|1906681;2026-05-12\|10.18\|-2.68\|10.37\|10.93\|10.15\|1676526;2026-05-13\|10.13\|-0.49\|10.11\|10.36\|10.01\|1074671;2026-05-14\|10.53\|3.95\|10.11\|10.86\|9.95\|1876629;2026-05-15\|11.93\|13.30\|10.37\|12.47\|10.30\|3315504;2026-05-18\|11.82\|-0.92\|11.52\|12.00\|11.30\|1933387;2026-05-19\|11.55\|-2.28\|11.71\|11.81\|11.37\|1200676;2026-05-20\|11.23\|-2.77\|11.55\|11.56\|11.13\|959729;2026-05-21\|10.86\|-3.29\|11.24\|11.66\|10.82\|1538368;2026-05-22\|10.94\|0.74\|10.87\|11.00\|10.44\|1101658;2026-05-25\|10.67\|-2.47\|10.93\|10.93\|10.51\|1004639;2026-05-26\|10.88\|1.97\|10.78\|11.10\|10.59\|1498720;2026-05-27\|10.57\|-2.85\|10.65\|11.14\|10.46\|1314281;2026-05-28\|10.57\|0.00\|10.40\|10.77\|10.30\|823312;2026-05-29\|10.01\|-5.30\|10.57\|10.86\|9.91\|1145304;2026-06-01\|9.98\|-0.30\|10.06\|10.24\|9.92\|651899;2026-06-02\|9.93\|-0.50\|10.18\|10.26\|9.61\|770775;2026-06-03\|9.87\|-0.60\|9.80\|10.24\|9.74\|749853;2026-06-04\|9.71\|-1.62\|9.78\|9.79\|9.57\|673358;2026-06-05\|10.35\|6.59\|9.61\|10.63\|9.25\|1238788;2026-06-08\|10.25\|-0.97\|10.01\|10.66\|9.97\|1052369;2026-06-09\|11.01\|7.41\|10.30\|11.09\|10.16\|1489246;2026-06-10\|10.61\|-3.63\|10.80\|11.06\|10.50\|930487;2026-06-11\|10.43\|-1.70\|10.50\|10.63\|10.14\|787987;2026-06-12\|10.30\|-1.25\|10.60\|10.80\|10.19\|772356;2026-06-15\|10.79\|4.76\|10.36\|10.98\|10.35\|948783;2026-06-16\|11.36\|5.28\|10.88\|11.47\|10.70\|1042388;2026-06-17\|11.24\|-1.06\|11.17\|11.64\|11.08\|914556;2026-06-18\|11.70\|4.09\|11.20\|11.91\|11.14\|1131665;2026-06-22\|11.25\|-3.85\|11.70\|11.86\|10.97\|1032332;2026-06-23\|11.25\|0.00\|11.29\|11.68\|11.14\|721674;2026-06-24\|12.95\|15.11\|11.25\|13.19\|10.90\|2114726;2026-06-25\|13.16\|1.62\|12.95\|13.26\|12.69\|1619709;2026-06-26\|12.73\|-3.27\|13.03\|13.16\|12.17\|1582214;2026-06-29\|12.16\|-4.48\|12.97\|13.04\|12.03\|1268850;2026-06-30\|13.62\|12.01\|12.26\|13.79\|12.26\|1641903;2026-07-01\|13.66\|0.29\|13.55\|14.28\|13.51\|1275619;2026-07-02\|13.47\|-1.39\|13.39\|14.33\|13.27\|1525350;2026-07-03\|13.66\|1.41\|13.60\|14.45\|13.21\|1666427;2026-07-06\|14.39\|5.34\|13.45\|14.66\|13.35\|1889576;2026-07-07\|14.32\|-0.49\|14.09\|15.10\|13.98\|1704519;2026-07-08\|12.92\|-9.78\|14.23\|14.23\|12.85\|1945209;2026-07-09\|13.51\|4.57\|12.97\|13.61\|12.82\|1245493;2026-07-10\|13.31\|-1.48\|13.53\|14.13\|13.06\|1050105;2026-07-13\|11.43\|-14.12\|12.98\|12.98\|11.38\|1600692;2026-07-14\|11.60\|1.49\|11.37\|11.74\|10.99\|878775;2026-07-15\|11.60\|0.00\|11.73\|12.08\|11.11\|724908;2026-07-16\|11.88\|2.41\|11.76\|13.20\|11.72\|1484436;2026-07-17\|10.83\|-8.84\|11.89\|12.13\|10.63\|1273496;2026-07-20\|10.22\|-5.63\|11.31\|11.42\|9.95\|1190234;2026-07-21\|11.51\|12.62\|10.38\|11.55\|9.63\|1457235;2026-07-22\|10.88\|-5.47\|11.32\|11.50\|10.80\|861321;2026-07-23\|10.82\|-0.55\|10.87\|11.15\|10.70\|639219;2026-07-24\|10.99\|1.57\|10.70\|11.15\|10.45\|651066;2026-07-27\|11.45\|4.19\|10.88\|11.49\|10.66\|815042;2026-07-28\|10.59\|-7.51\|11.15\|11.33\|10.53\|846835;2026-07-29\|10.91\|3.02\|10.57\|10.95\|9.92\|998696;2026-07-30\|9.94\|-8.89\|10.93\|10.99\|9.74\|981363;2026-07-31\|10.41\|4.73\|10.75\|11.11\|10.38\|1092972;2026-08-03\|10.68\|2.59\|10.38\|10.79\|10.21\|576892;2026-08-04\|11.80\|10.49\|10.85\|11.88\|10.66\|1032884;2026-08-05\|12.97\|9.92\|11.88\|12.97\|11.70\|1170493;2026-08-06\|13.31\|2.62\|12.60\|13.55\|12.50\|1383049;2026-08-07\|14.48\|8.79\|13.70\|14.88\|13.63\|1881519;2026-08-10\|14.57\|0.62\|14.44\|14.79\|14.11\|1349608;2026-08-11\|14.03\|-3.71\|14.22\|14.59\|13.78\|1094490;2026-08-12\|14.44\|2.92\|14.00\|14.59\|13.90\|1000232;2026-08-13\|13.98\|-3.19\|14.34\|14.63\|13.97\|850098;2026-08-14\|13.95\|-0.21\|14.09\|14.26\|13.50\|760667;2026-08-17\|13.96\|0.07\|14.10\|14.19\|13.65\|799870;2026-08-18\|13.98\|0.14\|13.96\|14.50\|13.82\|868643;2026-08-19\|12.73\|-8.94\|13.55\|13.71\|12.63\|983511;2026-08-20\|13.41\|5.34\|12.93\|13.73\|12.62\|859104;2026-08-21\|13.53\|0.89\|13.36\|14.03\|13.14\|640444;2026-08-24\|13.37\|-1.18\|13.53\|13.63\|12.88\|605370;2026-08-25\|13.78\|3.07\|13.30\|13.88\|13.11\|1014756;2026-08-26\|13.35\|-3.12\|13.85\|14.00\|13.18\|1313114;2026-08-27\|13.43\|0.60\|13.31\|13.61\|12.87\|1224528;2026-08-28\|13.37\|-0.45\|13.60\|14.39\|13.24\|1165763;2026-08-31\|13.76\|2.92\|13.16\|13.85\|13.10\|805656;2026-09-01\|13.40\|-2.62\|13.72\|13.72\|13.30\|621740;2026-09-02\|13.39\|-0.07\|13.12\|13.63\|13.05\|573015;2026-09-03\|13.31\|-0.60\|13.52\|13.60\|13.01\|673780;2026-09-04\|12.29\|-7.66\|13.39\|13.55\|12.21\|930879;2026-09-07\|12.87\|4.72\|12.40\|13.00\|12.10\|779922;2026-09-08\|12.45\|-3.26\|12.80\|12.97\|12.31\|516467;2026-09-09\|12.27\|-1.45\|12.45\|12.67\|12.21\|402992;2026-09-10\|12.09\|-1.47\|12.18\|12.31\|12.01\|324559;2026-09-11\|11.92\|-1.41\|11.92\|12.08\|11.53\|437887;2026-09-14\|12.18\|2.18\|11.84\|12.23\|11.58\|409802
116707	英伟达Rubin成全球首个100%液冷AI计算平台	人形机器人+AI服务器液冷+H股上市调入港股通行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年6月26日互动易，公司已为多家头部具身智能企业完成数千套硬件/整机组装服务，提供多款机器人的应用落地开发与整机组装服务；据2026年4月30日投资者关系活动记录表，北京具身智能超级工厂首批人形机器人已于北京亦庄下线，涵盖天工Ultra等行业前沿机型。 2、据2026年6月25日互动易，公司控股子公司立敏达是北美算力行业头部客户的核心供应商，持续批量交付液冷相关产品，包括液冷歧管、液冷快拆连接器等。 3、据2026年6月26日深交所公告，领益智造获调入港股通标的证券名单，自2026年6月26日起生效；据2026年6月27日公告，公司H股已于2026年6月26日在香港联交所主板挂牌上市，全球发售所得款项净额约81.52亿港元。	1？控股子公司Readore（立敏达）主营业务包括服务器液冷快拆连接器（UQD）、液冷歧管（Manifold）、单相液冷散热模组（服务器液冷板Liquid Cooling Plate及光模块冷板）、相变液冷散热模组、服务器均热板（VC和 3DVC）等热管理核心硬件产品，以及母线排（Busbar）、服务器机架等； 2、公司为荣耀夺冠机器人“闪电”核心结构件及表面处理供应商，东莞横沥工厂已批量交付；北京具身智能超级工厂首批人形机器人下线，涵盖天工Ultra、天工3.0等机型	2026-05-11\|15.24\|0.99\|15.10\|15.35\|14.91\|2069429;2026-05-12\|14.96\|-1.84\|15.16\|15.16\|14.82\|1322091;2026-05-13\|15.37\|2.74\|14.84\|15.38\|14.73\|1726475;2026-05-14\|16.40\|6.70\|15.94\|16.89\|15.50\|6035866;2026-05-15\|16.94\|3.29\|16.40\|17.88\|16.33\|5854179;2026-05-18\|17.07\|0.77\|17.26\|17.43\|16.43\|3992896;2026-05-19\|16.91\|-0.82\|17.46\|17.63\|16.51\|3141347;2026-05-20\|16.23\|-4.02\|16.50\|16.74\|15.80\|3565998;2026-05-21\|15.52\|-4.37\|16.43\|16.72\|15.44\|3733515;2026-05-22\|16.31\|5.09\|15.70\|16.47\|15.21\|3101986;2026-05-25\|16.09\|-1.35\|16.43\|16.44\|15.62\|2567506;2026-05-26\|15.82\|-1.68\|16.09\|16.45\|15.50\|2302829;2026-05-27\|15.52\|-1.90\|15.75\|16.10\|15.30\|2130617;2026-05-28\|15.95\|2.77\|15.82\|16.13\|15.35\|2769849;2026-05-29\|14.55\|-8.78\|15.96\|16.13\|14.36\|3547829;2026-06-01\|14.97\|2.89\|14.59\|15.43\|14.59\|2622255;2026-06-02\|14.67\|-2.00\|14.91\|14.97\|14.42\|1485286;2026-06-03\|14.86\|1.30\|14.70\|15.40\|14.63\|2183928;2026-06-04\|14.99\|0.87\|14.63\|15.13\|14.45\|1509327;2026-06-05\|15.08\|0.60\|14.86\|15.55\|14.17\|2738234;2026-06-08\|14.34\|-4.91\|14.50\|15.01\|14.22\|1906973;2026-06-09\|14.86\|3.63\|14.62\|14.90\|14.23\|1864447;2026-06-10\|13.90\|-6.46\|14.70\|14.72\|13.76\|2157782;2026-06-11\|13.63\|-1.94\|13.90\|14.01\|13.40\|1474014;2026-06-12\|14.01\|2.79\|13.91\|14.43\|13.90\|2334211;2026-06-15\|15.04\|7.35\|14.15\|15.06\|14.10\|2025482;2026-06-16\|15.69\|4.32\|15.00\|15.95\|14.86\|2250669;2026-06-17\|15.85\|1.02\|15.50\|16.33\|15.40\|2166781;2026-06-18\|16.82\|6.12\|15.80\|17.24\|15.76\|3637751;2026-06-22\|16.68\|-0.83\|16.88\|17.10\|16.28\|2567064;2026-06-23\|16.05\|-3.78\|17.30\|17.50\|15.95\|2729311;2026-06-24\|17.66\|10.03\|15.92\|17.66\|15.69\|4315988;2026-06-25\|17.88\|1.25\|18.15\|18.28\|17.51\|4444476;2026-06-26\|16.41\|-8.22\|17.69\|17.85\|16.36\|3890827;2026-06-29\|15.76\|-3.96\|16.86\|17.30\|15.14\|3686992;2026-06-30\|17.34\|10.03\|15.76\|17.34\|15.70\|3031540;2026-07-01\|17.80\|2.65\|17.34\|18.54\|17.34\|4161363;2026-07-02\|17.18\|-3.48\|17.19\|18.17\|16.80\|3166174;2026-07-03\|18.02\|4.89\|17.54\|18.46\|17.12\|4635369;2026-07-06\|16.23\|-9.93\|17.85\|18.15\|16.22\|4581805;2026-07-07\|15.93\|-1.85\|16.22\|17.09\|15.70\|2647323;2026-07-08\|15.06\|-5.46\|16.00\|16.08\|14.86\|2322560;2026-07-09\|15.60\|3.59\|15.15\|15.61\|14.56\|2140251;2026-07-10\|15.16\|-2.82\|15.54\|16.15\|15.16\|2340484;2026-07-13\|13.64\|-10.03\|14.99\|15.16\|13.64\|2866392;2026-07-14\|12.97\|-4.91\|13.35\|13.36\|12.28\|2950178;2026-07-15\|12.71\|-2.00\|13.20\|13.28\|12.60\|1540752;2026-07-16\|12.61\|-0.79\|12.52\|13.18\|12.43\|1584613;2026-07-17\|11.41\|-9.52\|12.48\|12.57\|11.39\|1909680;2026-07-20\|11.55\|1.23\|11.69\|11.83\|11.11\|1454600;2026-07-21\|12.35\|6.93\|11.57\|12.44\|11.02\|1899796;2026-07-22\|12.13\|-1.78\|12.10\|12.47\|12.05\|1288797;2026-07-23\|12.20\|0.58\|12.11\|12.25\|12.03\|794289;2026-07-24\|12.09\|-0.90\|12.00\|12.28\|11.77\|885808;2026-07-27\|12.40\|2.56\|11.98\|12.40\|11.85\|1081083;2026-07-28\|12.03\|-2.98\|12.17\|12.42\|11.98\|1018907;2026-07-29\|12.23\|1.66\|12.04\|12.30\|11.80\|1023989;2026-07-30\|12.21\|-0.16\|12.10\|12.40\|12.08\|1216735;2026-07-31\|12.40\|1.56\|12.64\|12.74\|12.36\|1261371;2026-08-03\|12.46\|0.48\|12.27\|12.57\|12.20\|770958;2026-08-04\|12.66\|1.61\|12.47\|12.72\|12.42\|946194;2026-08-05\|12.97\|2.45\|12.66\|13.06\|12.59\|1353155;2026-08-06\|12.74\|-1.77\|12.81\|12.92\|12.62\|1089709;2026-08-07\|12.72\|-0.16\|12.76\|12.81\|12.46\|1065178;2026-08-10\|12.63\|-0.71\|12.80\|12.84\|12.46\|855283;2026-08-11\|12.68\|0.40\|12.53\|12.76\|12.41\|1138229;2026-08-12\|12.51\|-1.34\|12.61\|12.61\|12.46\|888388;2026-08-13\|12.55\|0.32\|12.51\|12.77\|12.51\|1125067;2026-08-14\|12.69\|1.12\|12.55\|12.75\|12.48\|850696;2026-08-17\|12.98\|2.29\|12.65\|12.98\|12.61\|1274051;2026-08-18\|12.94\|-0.31\|12.98\|13.09\|12.71\|1125631;2026-08-19\|12.31\|-4.87\|12.85\|13.03\|12.25\|1388217;2026-08-20\|12.20\|-0.89\|12.41\|12.46\|12.17\|742126;2026-08-21\|12.24\|0.33\|12.02\|12.29\|11.88\|688618;2026-08-24\|12.08\|-1.31\|12.21\|12.53\|11.98\|741008;2026-08-25\|12.17\|0.74\|11.91\|12.25\|11.73\|663805;2026-08-26\|12.25\|0.66\|12.23\|12.45\|12.17\|653259;2026-08-27\|12.50\|2.04\|12.28\|12.53\|12.22\|917336;2026-08-28\|12.47\|-0.24\|12.50\|12.88\|12.47\|1103062;2026-08-31\|12.79\|2.57\|12.23\|12.79\|12.21\|1110275;2026-09-01\|12.52\|-2.11\|12.79\|12.80\|12.50\|828557;2026-09-02\|12.69\|1.36\|12.60\|12.80\|12.59\|1225988;2026-09-03\|12.90\|1.65\|12.78\|13.00\|12.58\|1299565;2026-09-04\|12.63\|-2.09\|13.05\|13.08\|12.53\|1093121;2026-09-07\|12.65\|0.16\|12.68\|12.76\|12.58\|698053;2026-09-08\|12.43\|-1.58\|12.60\|12.63\|12.38\|752400;2026-09-09\|12.44\|0.08\|12.43\|12.49\|12.30\|617848;2026-09-10\|12.84\|3.22\|12.33\|13.67\|12.14\|1999952;2026-09-11\|13.10\|2.02\|12.60\|13.28\|12.52\|1989272;2026-09-14\|13.18\|0.61\|13.12\|13.46\|12.98\|1574675
116706	英伟达Rubin成全球首个100%液冷AI计算平台	液冷服务器+电子水泵+汽车+泛工业行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年6月3日投资者关系活动记录表，公司针对液冷服务器CDU的机架内和行级两种匹配方式均有电子液冷泵产品适配方案，并已与英维克、台达电子、超聚变、联想等40多家行业领先企业建立合作，部分客户项目已量产。 2、据2026年5月29日投资者关系管理信息，公司液冷领域产品以电子泵系列和温控阀系列为主，服务器液冷领域用的电子泵实现电机与水泵高度集成，体积仅为传统机械水泵的三分之一；目前公司液冷领域主要客户及建立联系的超80家，超120个项目正在进行中。 3、据2025年年度报告及2026年6月3日投资者关系管理信息，公司是国内汽车热管理领军企业，汽车水泵和涡轮增压器壳体获评制造业单项冠军，新能源热管理产品从汽车领域向服务器液冷、数据中心、人工智能等民用领域延伸，形成“汽车+泛工业”双轮驱动的业务格局。	1、公司的数据中心液冷产品在芜湖飞龙、郑州飞龙已建有专门生产线；公司多个液冷项目正在进行中，公司电子水泵系列产品和温控阀系列产品已应用在服务器液冷领域，该领域部分项目已经量产； 2、公司针对机器人关节等部位日益增长的液冷散热需求，依托公司在电子泵、温控阀及集成模块等新能源热管理产品上的技术优势，积极布局机器人领域液冷市场	2026-05-11\|44.50\|2.68\|45.04\|45.51\|43.40\|638742;2026-05-12\|46.49\|4.47\|44.63\|46.92\|43.46\|519141;2026-05-13\|46.70\|0.45\|46.15\|48.10\|45.02\|438957;2026-05-14\|45.00\|-3.64\|46.80\|47.45\|44.89\|323325;2026-05-15\|44.43\|-1.27\|45.01\|45.96\|43.35\|349410;2026-05-18\|45.03\|1.35\|44.50\|45.97\|43.70\|299444;2026-05-19\|46.37\|2.98\|45.00\|46.53\|43.53\|410320;2026-05-20\|49.03\|5.74\|46.13\|49.36\|45.44\|489310;2026-05-21\|44.58\|-9.08\|48.20\|48.85\|44.52\|548688;2026-05-22\|46.68\|4.71\|44.70\|47.76\|44.70\|339138;2026-05-25\|45.77\|-1.95\|46.68\|46.69\|44.89\|258805;2026-05-26\|42.65\|-6.82\|45.77\|45.88\|41.37\|437668;2026-05-27\|40.96\|-3.96\|42.58\|43.12\|40.65\|286733;2026-05-28\|42.93\|4.81\|40.51\|43.33\|40.02\|293053;2026-05-29\|38.65\|-9.97\|42.81\|42.86\|38.64\|315451;2026-06-01\|38.68\|0.08\|38.99\|40.85\|37.62\|392327;2026-06-02\|40.45\|4.58\|38.76\|40.58\|37.38\|416517;2026-06-03\|39.16\|-3.19\|42.75\|43.80\|38.49\|575385;2026-06-04\|41.40\|5.72\|38.46\|43.08\|38.29\|637070;2026-06-05\|39.55\|-4.47\|40.00\|41.55\|39.30\|358940;2026-06-08\|38.12\|-3.62\|37.45\|41.00\|37.45\|316469;2026-06-09\|41.40\|8.60\|38.88\|41.68\|38.46\|346748;2026-06-10\|41.20\|-0.48\|41.50\|41.71\|39.25\|333257;2026-06-11\|40.46\|-1.80\|41.01\|42.80\|40.09\|272404;2026-06-12\|41.40\|2.32\|41.14\|42.78\|40.80\|317164;2026-06-15\|45.22\|9.23\|41.99\|45.40\|41.70\|413426;2026-06-16\|45.33\|0.24\|45.57\|46.66\|44.97\|339013;2026-06-17\|44.73\|-1.32\|44.86\|45.75\|44.02\|266281;2026-06-18\|45.71\|2.88\|44.85\|46.83\|44.50\|337523;2026-06-22\|43.07\|-5.78\|45.39\|46.00\|41.14\|508868;2026-06-23\|44.99\|4.46\|45.95\|47.00\|43.40\|640146;2026-06-24\|49.49\|10.00\|44.50\|49.49\|43.50\|687251;2026-06-25\|51.89\|4.85\|52.04\|53.28\|51.16\|671810;2026-06-26\|48.12\|-7.27\|51.50\|52.52\|47.53\|581845;2026-06-29\|44.65\|-7.21\|47.55\|48.50\|43.64\|507743;2026-06-30\|47.18\|5.67\|45.00\|47.96\|44.68\|358410;2026-07-01\|48.19\|2.14\|47.75\|49.40\|46.61\|363859;2026-07-02\|47.24\|-1.97\|47.00\|48.99\|45.60\|353382;2026-07-03\|51.96\|9.99\|47.68\|51.96\|47.37\|505096;2026-07-06\|55.00\|5.85\|51.82\|57.16\|51.66\|737584;2026-07-07\|53.05\|-3.55\|54.88\|55.05\|52.53\|421526;2026-07-08\|49.80\|-6.13\|53.83\|54.78\|49.74\|377370;2026-07-09\|52.69\|5.80\|51.51\|52.98\|49.66\|401099;2026-07-10\|52.84\|0.28\|54.09\|57.27\|52.10\|553251;2026-07-13\|49.15\|-6.98\|51.94\|55.50\|48.97\|417919;2026-07-14\|54.07\|10.01\|49.35\|54.07\|49.31\|424866;2026-07-15\|55.90\|3.38\|55.13\|58.79\|54.00\|557317;2026-07-16\|54.68\|-2.18\|54.92\|57.30\|52.00\|458288;2026-07-17\|49.21\|-10.00\|54.14\|56.60\|49.21\|547223;2026-07-20\|44.29\|-10.00\|49.00\|51.32\|44.29\|487236;2026-07-21\|47.06\|6.25\|44.14\|47.50\|39.86\|637364;2026-07-22\|48.05\|2.10\|47.00\|51.40\|47.00\|456315;2026-07-23\|50.10\|4.27\|49.91\|52.86\|49.02\|481030;2026-07-24\|48.19\|-3.81\|49.50\|52.00\|47.50\|422931;2026-07-27\|49.97\|3.69\|48.18\|50.00\|45.20\|345551;2026-07-28\|44.97\|-10.01\|48.01\|48.50\|44.97\|297901;2026-07-29\|40.92\|-9.01\|43.00\|43.59\|40.47\|517397;2026-07-30\|36.83\|-10.00\|39.90\|40.81\|36.83\|278756;2026-07-31\|34.60\|-6.05\|38.00\|38.90\|34.37\|651415;2026-08-03\|31.55\|-8.81\|33.61\|33.69\|31.30\|546635;2026-08-04\|34.71\|10.02\|31.86\|34.71\|30.91\|365321;2026-08-05\|38.17\|9.97\|35.19\|38.18\|34.23\|600735;2026-08-06\|37.85\|-0.84\|37.39\|38.68\|36.29\|454614;2026-08-07\|39.61\|4.65\|38.00\|40.08\|37.66\|439465;2026-08-10\|39.52\|-0.23\|39.61\|40.45\|37.80\|357385;2026-08-11\|39.72\|0.51\|39.49\|41.26\|38.99\|475497;2026-08-12\|42.85\|7.88\|40.33\|43.69\|39.29\|521196;2026-08-13\|41.65\|-2.80\|43.48\|44.23\|41.40\|477650;2026-08-14\|42.60\|2.28\|43.28\|44.92\|42.02\|503159;2026-08-17\|46.11\|8.24\|42.99\|46.11\|42.84\|400634;2026-08-18\|45.99\|-0.26\|46.11\|46.50\|44.00\|449342;2026-08-19\|41.80\|-9.11\|44.90\|45.05\|41.42\|411069;2026-08-20\|42.70\|2.15\|42.55\|43.10\|41.02\|372034;2026-08-21\|46.97\|10.00\|44.83\|46.97\|44.70\|359544;2026-08-24\|48.80\|3.90\|50.73\|51.67\|47.61\|824958;2026-08-25\|51.56\|5.66\|48.48\|52.65\|47.00\|758906;2026-08-26\|49.30\|-4.38\|51.02\|51.56\|48.00\|574266;2026-08-27\|54.23\|10.00\|51.49\|54.23\|50.00\|623353;2026-08-28\|53.33\|-1.66\|54.23\|55.31\|53.05\|661020;2026-08-31\|54.90\|2.94\|51.29\|55.46\|50.98\|596236;2026-09-01\|52.79\|-3.84\|54.95\|54.95\|52.59\|411166;2026-09-02\|58.07\|10.00\|51.51\|58.07\|51.51\|578043;2026-09-03\|63.03\|8.54\|58.00\|63.88\|57.42\|915775;2026-09-04\|58.26\|-7.57\|63.07\|63.97\|57.58\|939228;2026-09-07\|57.37\|-1.53\|57.68\|58.35\|55.30\|763438;2026-09-08\|58.59\|2.13\|57.00\|59.28\|54.25\|869090;2026-09-09\|56.82\|-3.02\|58.10\|58.30\|55.90\|566855;2026-09-10\|53.71\|-5.47\|56.10\|56.30\|53.55\|611994;2026-09-11\|53.30\|-0.76\|52.90\|53.82\|50.79\|504166;2026-09-14\|53.29\|-0.02\|53.02\|54.92\|51.90\|415981
116705	英伟达Rubin成全球首个100%液冷AI计算平台	液冷散热+拟定增扩产+食品饮料包装行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月9日年报及6月2日投资者关系活动记录表，公司2026年初完成对卓晖金属、联益热能各51%股权收购，切入服务器液冷高景气赛道，确立“食品饮料包装+液冷散热”双轮驱动战略。标的公司已进入奇宏电子、宝德科技等液冷头部厂商供应体系，并最终服务于北美头部科技客户。 2、据2026年6月17日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过3亿元，用于金富华南液冷板生产基地项目、卓晖金属液冷组件扩产项目及联益热能液冷组件扩产项目，以突破产能瓶颈。 3、据2026年4月9日年报，公司是国内最大的塑料防盗瓶盖供应商之一，与华润怡宝、景田、海天味业、可口可乐等知名企业保持长期合作，包装主业稳定发展。	1、公司拟收购卓晖金属和联益热能各51%股权，标的公司均聚焦液冷散热产品； 2、公司是国内最大的塑料防盗瓶盖供应商之一，长期稳定供应华润怡宝、可口可乐、达能等头部饮料品牌	2026-05-11\|47.61\|-1.55\|49.68\|50.00\|47.51\|135892;2026-05-12\|49.46\|3.89\|48.18\|49.88\|46.66\|176720;2026-05-13\|48.87\|-1.19\|49.46\|49.48\|48.05\|165882;2026-05-14\|53.76\|10.01\|53.76\|53.76\|53.76\|39832;2026-05-15\|59.14\|10.01\|59.14\|59.14\|58.58\|82777;2026-05-18\|65.05\|9.99\|59.33\|65.05\|54.24\|207202;2026-05-19\|66.50\|2.23\|69.00\|71.56\|64.15\|281118;2026-05-20\|69.84\|5.02\|66.29\|71.56\|63.18\|226562;2026-05-21\|66.74\|-4.44\|68.97\|71.02\|66.05\|150866;2026-05-22\|66.60\|-0.21\|65.10\|67.70\|61.77\|190726;2026-05-25\|69.00\|3.60\|67.44\|69.35\|65.71\|127379;2026-05-26\|63.75\|-7.61\|69.01\|69.44\|63.01\|114733;2026-05-27\|58.71\|-7.91\|63.60\|64.00\|58.29\|133157;2026-05-28\|64.58\|10.00\|58.66\|64.58\|57.83\|70982;2026-05-29\|67.33\|4.26\|66.67\|70.84\|66.07\|173963;2026-06-01\|60.65\|-9.92\|67.51\|68.34\|60.60\|149371;2026-06-02\|54.59\|-9.99\|61.20\|61.87\|54.59\|177077;2026-06-03\|52.09\|-4.58\|54.59\|54.60\|49.86\|201739;2026-06-04\|50.67\|-2.73\|51.01\|51.23\|49.25\|122731;2026-06-05\|51.09\|0.83\|50.68\|52.86\|50.20\|135608;2026-06-08\|49.71\|-2.70\|49.50\|53.76\|49.01\|130803;2026-06-09\|54.68\|10.00\|52.01\|54.68\|50.00\|131838;2026-06-10\|53.73\|-1.74\|56.02\|56.45\|49.30\|198169;2026-06-11\|57.77\|7.52\|53.93\|59.10\|53.93\|195330;2026-06-12\|58.50\|1.26\|59.70\|61.61\|57.50\|181798;2026-06-15\|61.85\|5.73\|58.00\|62.11\|56.29\|168269;2026-06-16\|62.29\|0.71\|61.22\|63.50\|61.21\|112250;2026-06-17\|61.90\|-0.63\|64.00\|66.40\|59.65\|162517;2026-06-18\|65.92\|6.49\|62.30\|68.09\|61.91\|181808;2026-06-22\|65.69\|-0.35\|64.62\|67.50\|62.43\|134677;2026-06-23\|67.37\|2.56\|72.26\|72.26\|64.51\|221822;2026-06-24\|74.11\|10.00\|66.80\|74.11\|65.96\|205285;2026-06-25\|77.62\|4.74\|76.87\|81.38\|74.33\|188426;2026-06-26\|74.95\|-3.44\|75.85\|77.84\|70.91\|141654;2026-06-29\|73.50\|-1.93\|73.93\|76.50\|71.00\|117422;2026-06-30\|76.23\|3.71\|72.86\|76.98\|69.50\|114174;2026-07-01\|71.28\|-6.49\|76.24\|77.46\|70.20\|111230;2026-07-02\|66.46\|-6.76\|69.85\|70.19\|66.28\|96902;2026-07-03\|66.28\|-0.27\|66.40\|69.00\|65.81\|73968;2026-07-06\|67.80\|2.29\|65.96\|72.20\|65.96\|76413;2026-07-07\|64.52\|-4.84\|69.35\|69.35\|63.40\|81097;2026-07-08\|62.10\|-3.75\|65.65\|65.65\|61.68\|59776;2026-07-09\|68.31\|10.00\|63.35\|68.31\|61.88\|89812;2026-07-10\|64.60\|-5.43\|68.86\|69.29\|64.20\|94909;2026-07-13\|62.50\|-3.25\|64.01\|65.79\|60.68\|79938;2026-07-14\|66.13\|5.81\|62.50\|67.20\|59.34\|96310;2026-07-15\|52.00\|-5.47\|52.74\|55.86\|51.70\|102752;2026-07-16\|46.80\|-10.00\|49.98\|51.50\|46.80\|108870;2026-07-17\|42.12\|-10.00\|46.80\|46.99\|42.12\|107186;2026-07-20\|37.91\|-10.00\|42.34\|43.20\|37.91\|112809;2026-07-21\|39.46\|4.09\|38.41\|39.66\|34.12\|209703;2026-07-22\|39.13\|-0.84\|39.30\|41.22\|38.50\|135238;2026-07-23\|38.17\|-2.45\|39.82\|41.55\|37.96\|97161;2026-07-24\|37.00\|-3.07\|37.53\|38.99\|36.70\|80231;2026-07-27\|38.12\|3.03\|36.68\|38.22\|36.02\|93410;2026-07-28\|34.31\|-9.99\|37.33\|38.15\|34.31\|99949;2026-07-29\|32.05\|-6.59\|33.94\|34.31\|30.88\|178922;2026-07-30\|28.85\|-9.98\|32.06\|32.25\|28.85\|145481;2026-07-31\|31.74\|10.02\|30.88\|31.74\|30.08\|36068;2026-08-03\|31.60\|-0.44\|33.00\|33.00\|31.11\|167875;2026-08-04\|34.76\|10.00\|31.93\|34.76\|30.97\|83457;2026-08-05\|38.24\|10.01\|36.30\|38.24\|35.30\|120914;2026-08-06\|39.40\|3.03\|38.48\|39.51\|37.70\|216276;2026-08-07\|39.78\|0.96\|39.44\|40.80\|38.19\|159810;2026-08-10\|38.30\|-3.72\|40.30\|41.40\|37.46\|136775;2026-08-11\|38.58\|0.73\|37.80\|39.59\|37.41\|106512;2026-08-12\|39.57\|2.57\|38.78\|41.18\|38.18\|128674;2026-08-13\|39.62\|0.13\|40.39\|42.39\|39.31\|135324;2026-08-14\|41.03\|3.56\|40.02\|42.30\|40.02\|125008;2026-08-17\|42.59\|3.80\|41.19\|42.95\|40.72\|139175;2026-08-18\|43.05\|1.08\|42.56\|43.45\|41.11\|125522;2026-08-19\|39.70\|-7.78\|41.85\|42.23\|39.30\|112867;2026-08-20\|39.11\|-1.49\|40.25\|40.79\|38.80\|85159;2026-08-21\|43.02\|10.00\|38.79\|43.02\|38.79\|89918;2026-08-24\|41.80\|-2.84\|43.10\|43.40\|39.79\|165418;2026-08-25\|45.98\|10.00\|41.00\|45.98\|40.28\|203638;2026-08-26\|44.07\|-4.15\|46.98\|47.37\|42.00\|303761;2026-08-27\|47.05\|6.76\|44.94\|47.50\|43.80\|257176;2026-08-28\|44.89\|-4.59\|46.11\|47.39\|44.40\|226103;2026-08-31\|49.38\|10.00\|44.12\|49.38\|43.80\|225705;2026-09-01\|50.61\|2.49\|52.00\|52.50\|50.03\|305723;2026-09-02\|51.30\|1.36\|50.39\|52.52\|49.60\|271891;2026-09-03\|56.43\|10.00\|52.08\|56.43\|51.50\|201685;2026-09-04\|55.50\|-1.65\|56.45\|60.91\|55.03\|345536;2026-09-07\|55.01\|-0.88\|55.52\|56.05\|53.02\|230308;2026-09-08\|52.37\|-4.80\|54.46\|55.00\|51.36\|228842;2026-09-09\|51.56\|-1.55\|52.13\|53.77\|50.84\|178713;2026-09-10\|50.05\|-2.93\|51.11\|51.32\|49.32\|146874;2026-09-11\|48.98\|-2.14\|49.27\|50.10\|47.21\|131264;2026-09-14\|48.63\|-0.71\|47.97\|49.60\|47.05\|121403
116704	英伟达Rubin成全球首个100%液冷AI计算平台	高速铜缆+戴尔供应链+消费电子线材龙头行业原因： 1、英伟达CEO黄仁勋近期公开表示，未来5至10年仍将大量使用铜缆。 2、国海证券6月14日研报指出，AI服务器互连密度提升，高速互连对低时延、高带宽、低损耗及可靠连接提出更高要求，服务器内部互连正转向高速线缆及高速线模组等方案。公司原因： 1、据2026年5月13日互动易，公司2025年高频高速铜缆连接线实现营收21,606.19万元，同比增长84.94%，2026年一季度高速铜缆订单饱满，正积极开拓高频高速铜缆外部线市场领域。 2、据2025年12月25日投资者关系活动记录表，公司高频高速铜缆连接线已通过安费诺进入戴尔、惠普、谷歌、亚马逊、微软、Meta、浪潮、新华三、中科曙光等知名服务器制造商供应链，主要应用于AI人工智能、服务器和液冷服务器、数据中心等场景。 3、据2026年4月29日年报及2026年4月13日投资者关系活动记录表，公司主营消费电子及工业控制线材，系中国消费电子线材细分领域龙头企业，产品应用于智能家电、机器人等领域，主要终端客户包括松下、大金、海信、美的、小米、佳能等，2025年该板块实现营收15.03亿元。	公司高频高速铜缆连接线已通过安费诺进入戴尔、惠普、谷歌、亚马逊、微软、Meta、浪潮、新华三、中科曙光等知名服务器制造商供应链，主要应用于AI人工智能、服务器和液冷服务器、数据中心等场景	2026-05-11\|24.20\|0.25\|24.43\|24.49\|23.99\|74755;2026-05-12\|24.23\|0.12\|24.15\|24.40\|23.90\|71471;2026-05-13\|24.50\|1.11\|24.08\|24.64\|23.95\|70756;2026-05-14\|23.75\|-3.06\|24.66\|24.69\|23.73\|65091;2026-05-15\|23.36\|-1.64\|23.85\|24.03\|23.18\|58598;2026-05-18\|23.30\|-0.26\|23.30\|23.62\|23.01\|45360;2026-05-19\|23.71\|1.76\|23.20\|23.74\|22.75\|68514;2026-05-20\|23.37\|-1.43\|23.55\|23.73\|23.18\|55398;2026-05-21\|21.91\|-6.25\|23.58\|23.65\|21.91\|103081;2026-05-22\|22.92\|4.61\|22.11\|23.09\|21.95\|81029;2026-05-25\|23.06\|0.61\|23.00\|23.45\|22.72\|55696;2026-05-26\|22.77\|-1.26\|22.89\|23.11\|22.46\|55172;2026-05-27\|21.95\|-3.60\|22.77\|22.77\|21.78\|68054;2026-05-28\|22.38\|1.96\|21.90\|22.49\|21.34\|65901;2026-05-29\|24.62\|10.01\|24.62\|24.62\|24.62\|93464;2026-06-01\|25.74\|4.55\|25.60\|27.08\|25.39\|580055;2026-06-02\|24.55\|-4.62\|25.30\|25.50\|24.10\|432796;2026-06-03\|24.20\|-1.43\|24.44\|25.36\|23.86\|359587;2026-06-04\|23.13\|-4.42\|23.81\|24.55\|22.54\|304755;2026-06-05\|22.68\|-1.95\|22.75\|23.55\|22.41\|202470;2026-06-08\|21.40\|-5.64\|21.50\|22.45\|21.25\|181748;2026-06-09\|22.09\|3.22\|21.72\|22.86\|21.55\|149307;2026-06-10\|21.27\|-3.71\|21.90\|22.68\|21.01\|134123;2026-06-11\|20.58\|-3.24\|20.99\|21.23\|20.30\|113389;2026-06-12\|20.26\|-1.55\|20.90\|21.08\|20.21\|114075;2026-06-15\|21.71\|7.16\|20.47\|22.29\|20.47\|219396;2026-06-16\|22.00\|1.34\|21.65\|22.12\|21.50\|135562;2026-06-17\|18.15\|-0.06\|17.92\|18.25\|17.66\|124980;2026-06-18\|18.35\|1.10\|17.94\|18.81\|17.80\|124616;2026-06-22\|18.30\|-0.27\|18.80\|18.81\|17.62\|133858;2026-06-23\|17.73\|-3.11\|18.34\|18.39\|17.63\|92521;2026-06-24\|19.50\|9.98\|17.55\|19.50\|17.55\|275719;2026-06-25\|18.96\|-2.77\|19.30\|19.67\|18.73\|316209;2026-06-26\|19.80\|4.43\|18.96\|20.60\|18.20\|392386;2026-06-29\|19.32\|-2.42\|19.50\|20.10\|18.86\|257264;2026-06-30\|19.06\|-1.35\|19.03\|19.38\|18.23\|259622;2026-07-01\|18.49\|-2.99\|18.91\|19.32\|18.35\|194444;2026-07-02\|17.75\|-4.00\|17.99\|18.55\|17.61\|150433;2026-07-03\|17.38\|-2.08\|17.56\|17.77\|17.33\|141028;2026-07-06\|17.51\|0.75\|17.39\|17.57\|16.72\|135359;2026-07-07\|16.95\|-3.20\|17.24\|17.39\|16.85\|92419;2026-07-08\|15.99\|-5.66\|16.85\|17.08\|15.99\|99972;2026-07-09\|16.20\|1.31\|16.06\|16.38\|15.16\|106648;2026-07-10\|16.11\|-0.56\|16.15\|16.54\|15.90\|81742;2026-07-13\|15.25\|-5.34\|15.86\|16.06\|15.25\|68242;2026-07-14\|15.36\|0.72\|15.10\|15.45\|14.59\|75533;2026-07-15\|14.79\|-3.71\|15.30\|15.41\|14.74\|70494;2026-07-16\|14.89\|0.68\|14.62\|15.33\|14.46\|70964;2026-07-17\|13.98\|-6.11\|14.73\|14.85\|13.88\|81758;2026-07-20\|13.39\|-4.22\|14.30\|14.30\|13.23\|76649;2026-07-21\|14.00\|4.56\|13.43\|14.03\|12.82\|95414;2026-07-22\|13.93\|-0.50\|13.63\|14.23\|13.63\|67442;2026-07-23\|14.32\|2.80\|14.08\|14.46\|14.00\|67162;2026-07-24\|14.02\|-2.10\|14.14\|14.55\|14.02\|58690;2026-07-27\|14.49\|3.35\|13.75\|14.57\|13.75\|59071;2026-07-28\|14.48\|-0.07\|14.22\|14.63\|14.22\|47022;2026-07-29\|14.65\|1.17\|14.35\|14.70\|14.31\|53422;2026-07-30\|14.49\|-1.09\|14.51\|14.74\|14.40\|44976;2026-07-31\|14.65\|1.10\|14.87\|14.90\|14.65\|57259;2026-08-03\|14.79\|0.96\|14.58\|14.83\|14.52\|47223;2026-08-04\|15.05\|1.76\|14.85\|15.07\|14.85\|48826;2026-08-05\|15.33\|1.86\|14.98\|15.46\|14.93\|71985;2026-08-06\|15.33\|0.00\|15.27\|15.50\|15.12\|63236;2026-08-07\|15.23\|-0.65\|15.29\|15.36\|15.03\|81312;2026-08-10\|15.15\|-0.53\|15.23\|15.26\|14.89\|48572;2026-08-11\|15.09\|-0.40\|15.04\|15.22\|14.91\|35804;2026-08-12\|15.17\|0.53\|15.15\|15.25\|15.04\|35640;2026-08-13\|15.19\|0.13\|15.19\|15.63\|15.17\|79149;2026-08-14\|15.38\|1.25\|15.21\|15.39\|15.13\|56873;2026-08-17\|15.54\|1.04\|15.34\|15.55\|15.30\|53370;2026-08-18\|15.11\|-2.77\|15.50\|15.50\|15.01\|53484;2026-08-19\|14.36\|-4.96\|14.94\|14.94\|14.32\|58454;2026-08-20\|14.77\|2.86\|14.52\|14.88\|14.52\|43914;2026-08-21\|14.72\|-0.34\|14.69\|14.80\|14.52\|26732;2026-08-24\|14.51\|-1.43\|14.88\|14.89\|14.26\|40922;2026-08-25\|15.17\|4.55\|14.51\|15.30\|14.40\|71052;2026-08-26\|16.69\|10.02\|16.65\|16.69\|16.63\|105487;2026-08-27\|17.00\|1.86\|16.44\|17.48\|16.19\|356695;2026-08-28\|16.73\|-1.59\|16.75\|16.86\|16.57\|195554;2026-08-31\|16.88\|0.90\|16.50\|16.98\|16.42\|138512;2026-09-01\|17.05\|1.01\|16.95\|17.20\|16.85\|136825;2026-09-02\|17.50\|2.64\|16.80\|17.64\|16.58\|229455;2026-09-03\|18.32\|4.69\|17.45\|18.32\|17.15\|298141;2026-09-04\|16.96\|-7.42\|17.80\|18.05\|16.80\|256688;2026-09-07\|16.80\|-0.94\|16.60\|16.98\|16.48\|135248;2026-09-08\|16.39\|-2.44\|16.78\|16.88\|16.27\|149197;2026-09-09\|17.36\|5.92\|16.50\|18.03\|16.50\|375585;2026-09-10\|17.29\|-0.40\|17.15\|17.66\|16.81\|248940;2026-09-11\|18.15\|4.97\|17.20\|18.20\|17.06\|317606;2026-09-14\|17.96\|-1.05\|17.86\|18.08\|17.43\|244896
116703	英伟达Rubin成全球首个100%液冷AI计算平台	算力+液冷储能+电池+山东国资行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月18日投资者活动记录表，公司近期成功中标上海数据港2026年度蓄电池集中采购项目，中标金额3256.15万元。 2、据2026年5月15日投资者活动记录表，2025年度公司数据与算力中心业务实现营业收入7.93亿元，同比增长111.97%；据2026年5月27日互动易，公司产品已服务于国内头部互联网企业及主流数据中心托管服务商。 3、据2026年5月18日投资者活动记录表，公司推出全浸没液冷储能系统产品，具备10C放电能力，目前已中标项目，正处于市场化推广与应用落地推进阶段。 4、公司主要产品为锂离子电池及电源系统、铅蓄电池及系统，最终控制人为山东省人民政府国有资产监督管理委员会。	公司在数据中心IDC电源及液冷解决方案方面已推出全浸没液冷方舱解决方案	2026-05-11\|34.27\|4.16\|33.01\|36.19\|31.03\|1743188;2026-05-12\|34.17\|-0.29\|34.59\|35.80\|33.24\|1356187;2026-05-13\|34.80\|1.84\|33.20\|35.05\|30.89\|1211433;2026-05-14\|31.32\|-10.00\|35.80\|36.50\|31.32\|1153950;2026-05-15\|28.19\|-9.99\|29.67\|30.29\|28.19\|1056885;2026-05-18\|26.45\|-6.17\|28.02\|28.17\|26.30\|1054419;2026-05-19\|27.50\|3.97\|27.05\|28.00\|25.49\|1116645;2026-05-20\|26.21\|-4.69\|26.67\|27.20\|25.67\|796807;2026-05-21\|26.91\|2.67\|26.39\|27.69\|25.74\|1007040;2026-05-22\|26.08\|-3.08\|26.37\|26.88\|25.86\|725760;2026-05-25\|24.19\|-7.25\|26.10\|26.26\|23.89\|884830;2026-05-26\|23.32\|-3.60\|23.91\|24.00\|23.04\|667738;2026-05-27\|23.03\|-1.24\|23.33\|23.85\|22.72\|519748;2026-05-28\|23.45\|1.82\|23.26\|23.66\|22.80\|476258;2026-05-29\|24.28\|3.54\|23.62\|24.89\|22.90\|977056;2026-06-01\|26.71\|10.01\|24.31\|26.71\|24.31\|553760;2026-06-02\|26.96\|0.94\|28.00\|28.49\|26.00\|1594545;2026-06-03\|24.31\|-9.83\|25.01\|25.78\|24.30\|1159377;2026-06-04\|23.09\|-5.02\|23.57\|24.03\|22.83\|808386;2026-06-05\|21.85\|-5.37\|23.10\|23.22\|21.76\|752100;2026-06-08\|20.80\|-4.81\|21.10\|21.85\|20.46\|502455;2026-06-09\|21.38\|2.79\|21.11\|21.44\|20.41\|511719;2026-06-10\|20.70\|-3.18\|21.17\|21.66\|20.51\|425546;2026-06-11\|20.52\|-0.87\|20.55\|21.60\|20.06\|557327;2026-06-12\|20.73\|1.22\|20.70\|21.24\|20.53\|468274;2026-06-15\|21.61\|4.25\|21.01\|21.64\|20.90\|526932;2026-06-16\|21.60\|-0.05\|22.00\|22.35\|21.42\|709154;2026-06-17\|21.30\|-1.39\|21.86\|22.50\|21.16\|717106;2026-06-18\|20.60\|-3.29\|21.50\|21.59\|20.50\|549176;2026-06-22\|21.08\|2.33\|20.46\|21.10\|20.13\|570162;2026-06-23\|23.19\|10.01\|21.50\|23.19\|21.25\|612612;2026-06-24\|25.51\|10.00\|23.88\|25.51\|23.60\|1305644;2026-06-25\|25.28\|-0.90\|25.99\|27.50\|24.70\|1715317;2026-06-26\|22.75\|-10.01\|24.94\|24.96\|22.75\|905355;2026-06-29\|20.71\|-8.97\|21.78\|21.88\|20.49\|842372;2026-06-30\|20.16\|-2.66\|20.84\|21.17\|19.80\|665238;2026-07-01\|20.16\|0.00\|20.16\|20.59\|19.50\|692790;2026-07-02\|22.18\|10.02\|20.00\|22.18\|19.80\|736477;2026-07-03\|20.53\|-7.44\|21.80\|22.00\|20.50\|741453;2026-07-06\|19.22\|-6.38\|20.81\|20.96\|19.18\|577486;2026-07-07\|18.78\|-2.29\|19.44\|20.35\|18.71\|561765;2026-07-08\|17.80\|-5.22\|18.61\|18.78\|17.79\|488281;2026-07-09\|17.83\|0.17\|18.13\|18.13\|16.89\|409652;2026-07-10\|18.38\|3.08\|17.95\|18.98\|17.74\|486721;2026-07-13\|17.15\|-6.69\|18.16\|18.19\|17.05\|301526;2026-07-14\|17.45\|1.75\|17.14\|17.46\|16.62\|247194;2026-07-15\|16.96\|-2.81\|17.40\|17.62\|16.95\|236575;2026-07-16\|16.51\|-2.65\|16.80\|17.01\|16.36\|245197;2026-07-17\|15.51\|-6.06\|16.51\|16.96\|15.33\|346497;2026-07-20\|14.75\|-4.90\|15.96\|16.01\|14.49\|368461;2026-07-21\|15.49\|5.02\|14.96\|15.50\|13.60\|415582;2026-07-22\|15.26\|-1.48\|15.20\|15.62\|15.06\|261010;2026-07-23\|16.13\|5.70\|15.27\|16.15\|15.25\|410033;2026-07-24\|15.34\|-4.90\|15.84\|16.00\|15.25\|283928;2026-07-27\|16.87\|9.97\|16.61\|16.87\|16.61\|112522;2026-07-28\|16.92\|0.30\|18.56\|18.56\|16.86\|1111275;2026-07-29\|18.61\|9.99\|16.37\|18.61\|16.18\|1152337;2026-07-30\|19.36\|4.03\|18.54\|19.88\|17.75\|1382332;2026-07-31\|19.47\|0.57\|17.56\|20.50\|17.56\|1186688;2026-08-03\|18.74\|-3.75\|19.00\|19.30\|18.08\|749658;2026-08-04\|19.30\|2.99\|18.75\|19.84\|18.50\|830621;2026-08-05\|20.39\|5.65\|19.30\|20.78\|19.13\|1039270;2026-08-06\|19.11\|-6.28\|19.76\|19.88\|19.04\|873787;2026-08-07\|19.08\|-0.16\|19.05\|19.35\|18.60\|601747;2026-08-10\|20.99\|10.01\|19.19\|20.99\|19.19\|919733;2026-08-11\|20.97\|-0.10\|21.50\|22.79\|20.71\|1380717;2026-08-12\|21.23\|1.24\|20.96\|21.94\|20.61\|967186;2026-08-13\|22.10\|4.10\|21.23\|23.22\|20.80\|1275164;2026-08-14\|22.28\|0.81\|21.66\|23.00\|21.45\|1136672;2026-08-17\|21.97\|-1.39\|21.81\|22.20\|21.02\|836240;2026-08-18\|20.04\|-8.78\|21.76\|21.89\|19.80\|871964;2026-08-19\|19.45\|-2.94\|19.80\|20.60\|19.40\|599036;2026-08-20\|19.92\|2.42\|19.34\|20.38\|18.60\|639065;2026-08-21\|19.14\|-3.92\|19.50\|19.85\|18.87\|470295;2026-08-24\|21.05\|9.98\|19.09\|21.05\|19.05\|580245;2026-08-25\|21.23\|0.86\|21.42\|22.05\|20.19\|1112412;2026-08-26\|21.63\|1.88\|21.00\|22.01\|20.51\|965339;2026-08-27\|21.72\|0.42\|21.00\|22.49\|20.80\|949375;2026-08-28\|21.08\|-2.95\|21.33\|21.66\|20.94\|636185;2026-08-31\|21.51\|2.04\|20.60\|21.69\|20.51\|590402;2026-09-01\|21.60\|0.42\|21.67\|22.05\|20.90\|669879;2026-09-02\|21.92\|1.48\|21.19\|22.44\|20.75\|829654;2026-09-03\|22.19\|1.23\|22.05\|22.75\|21.61\|802495;2026-09-04\|22.66\|2.12\|22.18\|24.08\|21.82\|1150412;2026-09-07\|22.48\|-0.79\|22.32\|23.28\|22.01\|893880;2026-09-08\|21.12\|-6.05\|22.10\|22.35\|21.00\|830555;2026-09-09\|20.23\|-4.21\|20.90\|21.44\|20.01\|648976;2026-09-10\|20.28\|0.25\|20.14\|20.68\|19.82\|438151;2026-09-11\|18.81\|-7.25\|19.82\|19.91\|18.66\|507241;2026-09-14\|18.77\|-0.21\|18.20\|19.20\|18.12\|311807
116702	MPO、FAU、CPO等行业新技术受关注	荣耀机器人+AI互联+AI硬件行业原因： 1、中际旭创4月16日盘后披露一季度净利同比增262%。公司表示，一季度800G和1.6T产品放量，预计全年800G和1.6T需求将有较大增长。 2、据华泰证券4月13日研报，北美光模块龙头Lumentum订单已排至2028年，验证AI算力需求高景气。公司原因： 1、据证券时报2026年4月20日报道，荣耀人形机器人“闪电”夺得北京亦庄半程马拉松冠军，公司为荣耀高端制造长期合作方，具备整机代工能力。 2、据2026年4月15日年报，公司800G/1.6T硅光模块已小批量供货，224G高速铜缆方案已在国内外AI集群商用。 3、据2026年4月15日年报，AI硬件发展迎来重要战略机遇期，公司在精密智造解决方案行业稳居全球第四、中国大陆第一。	公司800G 硅光模块已实现量产、1.6T产品处于客户验证阶段，在NPO和CPO方向均有产品布局	2026-05-11\|76.06\|6.69\|75.50\|78.42\|74.46\|2700154;2026-05-12\|77.19\|1.49\|77.39\|78.78\|75.50\|1980246;2026-05-13\|80.15\|3.83\|75.75\|81.78\|75.11\|2263665;2026-05-14\|75.40\|-5.93\|79.29\|79.35\|75.22\|2216706;2026-05-15\|74.00\|-1.86\|76.47\|76.80\|72.61\|1989212;2026-05-18\|72.90\|-1.49\|73.08\|75.11\|71.67\|2045112;2026-05-19\|72.40\|-0.69\|72.05\|72.71\|70.04\|1430820;2026-05-20\|70.07\|-3.22\|72.03\|72.60\|69.30\|1823804;2026-05-21\|67.87\|-3.14\|71.01\|72.99\|67.57\|1947986;2026-05-22\|72.40\|6.67\|69.50\|72.88\|68.90\|1866377;2026-05-25\|74.70\|3.18\|73.30\|74.93\|71.50\|2152996;2026-05-26\|72.45\|-3.01\|73.70\|73.71\|71.15\|1564253;2026-05-27\|71.59\|-1.19\|72.15\|74.29\|70.69\|1652248;2026-05-28\|72.80\|1.69\|71.23\|73.35\|69.32\|1597158;2026-05-29\|73.29\|0.67\|77.00\|77.80\|71.28\|2676698;2026-06-01\|70.71\|-3.52\|73.35\|75.93\|70.67\|2302540;2026-06-02\|74.00\|4.65\|70.01\|74.83\|68.15\|2325607;2026-06-03\|74.80\|1.08\|75.00\|78.00\|73.33\|2638471;2026-06-04\|74.59\|-0.28\|73.30\|75.60\|72.50\|1458711;2026-06-05\|68.77\|-7.80\|73.00\|73.39\|67.98\|2551045;2026-06-08\|66.14\|-3.82\|64.98\|67.65\|64.60\|1899719;2026-06-09\|69.34\|4.84\|66.18\|69.88\|65.16\|1711477;2026-06-10\|65.51\|-5.52\|68.00\|68.05\|64.80\|1346162;2026-06-11\|64.58\|-1.42\|65.04\|66.06\|63.22\|1224843;2026-06-12\|63.76\|-1.27\|66.20\|67.19\|63.70\|1371896;2026-06-15\|68.15\|6.89\|65.00\|68.38\|64.00\|1600914;2026-06-16\|67.26\|-1.31\|68.15\|68.70\|66.45\|1594150;2026-06-17\|67.32\|0.09\|66.45\|67.66\|65.60\|1511182;2026-06-18\|69.93\|3.88\|67.00\|70.77\|66.41\|2287715;2026-06-22\|68.40\|-2.19\|70.70\|71.01\|66.38\|2087196;2026-06-23\|69.36\|1.40\|68.39\|71.99\|67.78\|2581450;2026-06-24\|75.05\|8.20\|68.46\|76.30\|66.46\|4064758;2026-06-25\|74.42\|-0.84\|75.10\|75.80\|73.18\|2523690;2026-06-26\|68.00\|-8.63\|71.00\|71.50\|67.05\|3403617;2026-06-29\|65.30\|-3.97\|66.98\|67.52\|62.48\|2272360;2026-06-30\|70.40\|7.81\|65.24\|70.88\|64.60\|2451704;2026-07-01\|66.24\|-5.91\|70.40\|70.77\|65.50\|2089180;2026-07-02\|60.90\|-8.06\|64.55\|64.90\|60.66\|2115977;2026-07-03\|64.44\|5.81\|62.49\|65.97\|62.35\|2057754;2026-07-06\|62.88\|-2.42\|64.79\|65.22\|61.26\|1301778;2026-07-07\|63.28\|0.64\|62.54\|64.90\|62.00\|1370584;2026-07-08\|62.47\|-1.28\|63.00\|64.28\|60.60\|1281448;2026-07-09\|64.46\|3.19\|62.80\|64.66\|59.70\|1903541;2026-07-10\|62.14\|-3.60\|64.38\|65.66\|62.06\|1422326;2026-07-13\|58.98\|-5.09\|61.88\|61.90\|58.24\|1321937;2026-07-14\|61.67\|4.56\|58.50\|61.90\|57.41\|1392525;2026-07-15\|60.47\|-1.95\|62.25\|62.25\|59.85\|932658;2026-07-16\|61.58\|1.84\|60.86\|64.34\|60.00\|1325918;2026-07-17\|58.05\|-5.73\|61.00\|61.50\|57.09\|1433017;2026-07-20\|56.80\|-1.92\|58.50\|59.88\|55.03\|1351987;2026-07-21\|60.42\|6.37\|57.29\|60.78\|56.60\|1579397;2026-07-22\|59.16\|-2.09\|59.88\|61.68\|58.80\|1062223;2026-07-23\|61.19\|3.43\|59.16\|61.98\|58.65\|1209696;2026-07-24\|60.59\|-0.98\|60.00\|62.49\|59.60\|757369;2026-07-27\|62.89\|3.80\|61.00\|63.02\|60.35\|1050501;2026-07-28\|60.10\|-4.44\|61.80\|62.68\|59.80\|1016612;2026-07-29\|62.35\|3.74\|60.55\|62.50\|59.20\|1426372;2026-07-30\|58.35\|-6.42\|61.36\|61.87\|57.02\|1660630;2026-07-31\|57.48\|-1.49\|60.40\|60.83\|57.01\|1816800;2026-08-03\|53.71\|-6.56\|55.90\|56.00\|53.12\|1861212;2026-08-04\|55.48\|3.30\|54.00\|56.00\|53.60\|1291502;2026-08-05\|55.87\|0.70\|52.71\|56.51\|52.65\|2242420;2026-08-06\|55.90\|0.05\|54.15\|57.95\|53.70\|1720575;2026-08-07\|56.99\|1.95\|56.13\|58.00\|55.88\|1626406;2026-08-10\|55.79\|-2.11\|57.50\|57.86\|55.00\|1207651;2026-08-11\|55.63\|-0.29\|55.31\|56.23\|54.52\|846677;2026-08-12\|57.35\|3.09\|55.68\|57.58\|55.30\|1126365;2026-08-13\|56.06\|-2.25\|57.99\|58.75\|56.05\|1082469;2026-08-14\|56.58\|0.93\|56.60\|56.88\|55.80\|717045;2026-08-17\|58.84\|3.99\|56.61\|58.88\|56.31\|1265790;2026-08-18\|57.74\|-1.87\|58.87\|59.50\|57.04\|939334;2026-08-19\|53.50\|-7.34\|56.60\|56.60\|53.06\|1583354;2026-08-20\|53.34\|-0.30\|53.96\|54.14\|52.80\|889389;2026-08-21\|54.65\|2.46\|52.98\|55.22\|52.81\|988123;2026-08-24\|53.72\|-1.70\|54.83\|55.40\|52.68\|908775;2026-08-25\|54.86\|2.12\|52.60\|55.69\|51.88\|1336501;2026-08-26\|57.11\|4.10\|54.99\|58.00\|53.80\|1552130;2026-08-27\|57.18\|0.12\|57.70\|57.77\|56.12\|1110962;2026-08-28\|56.60\|-1.01\|57.89\|58.44\|56.50\|1085035;2026-08-31\|57.62\|1.80\|55.90\|57.70\|55.43\|946222;2026-09-01\|56.92\|-1.21\|57.55\|57.66\|56.30\|687842;2026-09-02\|57.08\|0.28\|56.70\|57.90\|56.41\|919129;2026-09-03\|56.17\|-1.59\|57.49\|57.99\|55.84\|910668;2026-09-04\|54.30\|-3.33\|56.98\|56.98\|54.08\|1108347;2026-09-07\|55.93\|3.00\|54.60\|56.40\|54.54\|1061462;2026-09-08\|55.06\|-1.56\|55.90\|56.39\|54.89\|690124;2026-09-09\|55.86\|1.45\|55.53\|56.39\|55.44\|716680;2026-09-10\|54.45\|-2.52\|55.00\|55.45\|54.31\|773590;2026-09-11\|55.39\|1.73\|53.84\|55.92\|53.35\|872601;2026-09-14\|52.78\|-4.71\|54.49\|54.89\|52.60\|1205436
116701	MPO、FAU、CPO等行业新技术受关注	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	2026-05-11\|117.85\|-0.97\|117.52\|119.95\|115.66\|86187;2026-05-12\|121.50\|3.10\|118.08\|129.60\|118.08\|105529;2026-05-13\|126.70\|4.28\|119.00\|128.50\|117.00\|98282;2026-05-14\|122.81\|-3.07\|125.98\|127.93\|120.60\|78554;2026-05-15\|121.90\|-0.74\|123.15\|133.07\|120.60\|97042;2026-05-18\|128.50\|5.41\|120.75\|129.44\|120.75\|83597;2026-05-19\|130.29\|1.39\|127.76\|130.88\|123.00\|71133;2026-05-20\|135.99\|4.37\|131.30\|136.49\|127.00\|86279;2026-05-21\|127.24\|-6.43\|133.34\|136.88\|126.71\|78100;2026-05-22\|131.16\|3.08\|129.99\|134.33\|128.66\|105949;2026-05-25\|148.14\|12.95\|139.18\|150.60\|137.00\|97780;2026-05-26\|145.59\|-1.72\|144.38\|151.00\|140.18\|90519;2026-05-27\|156.00\|7.15\|148.19\|159.66\|147.12\|121039;2026-05-28\|151.85\|-2.66\|150.94\|159.59\|149.19\|90767;2026-05-29\|159.79\|5.23\|150.75\|175.98\|149.60\|143954;2026-06-01\|144.45\|-9.60\|156.80\|159.94\|143.00\|143279;2026-06-02\|149.90\|3.77\|143.20\|154.18\|139.51\|109531;2026-06-03\|150.00\|0.07\|152.00\|156.91\|147.66\|92920;2026-06-04\|154.64\|3.09\|148.41\|158.50\|147.38\|100294;2026-06-05\|157.79\|2.04\|154.51\|166.60\|147.00\|114985;2026-06-08\|155.97\|-1.15\|149.90\|162.80\|149.00\|96060;2026-06-09\|172.37\|10.51\|162.58\|174.44\|158.58\|122593;2026-06-10\|160.15\|-7.09\|163.47\|166.58\|156.66\|100080;2026-06-11\|160.90\|0.47\|157.27\|160.98\|152.06\|92419;2026-06-12\|167.32\|3.99\|162.50\|173.00\|159.60\|118336;2026-06-15\|185.05\|10.60\|169.90\|185.90\|167.53\|112298;2026-06-16\|181.37\|-1.99\|183.27\|186.00\|176.40\|114387;2026-06-17\|180.25\|-0.62\|179.56\|192.01\|177.45\|114410;2026-06-18\|191.30\|6.13\|180.30\|194.90\|178.12\|115534;2026-06-22\|197.00\|2.98\|189.52\|199.56\|186.33\|97824;2026-06-23\|182.20\|-7.51\|194.00\|195.27\|178.00\|95067;2026-06-24\|203.70\|11.80\|182.00\|206.66\|179.88\|116466;2026-06-25\|206.66\|1.45\|201.38\|210.98\|198.23\|88567;2026-06-26\|198.40\|-4.00\|202.00\|204.15\|193.25\|82679;2026-06-29\|191.08\|-3.69\|193.80\|205.00\|176.00\|97866;2026-06-30\|204.50\|7.02\|193.50\|212.00\|190.31\|96434;2026-07-01\|188.82\|-7.67\|204.00\|204.19\|183.00\|100748;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
116700	MPO、FAU、CPO等行业新技术受关注	拟收购诚瑞科技+半导体设备+场地电动车行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年5月19日公告，公司拟以现金收购诚瑞科技不低于51%股权，交易对价不超1.2亿元，补链自动化制造。 2、据2026年5月6日投资者关系活动记录表，子公司大摩半导体2025年并表营收2.35亿元、净利1782万元，2026年在手订单充足，客户包括中芯国际、台积电等。 3、据2026年5月6日投资者关系活动记录表，公司场地电动车境外非美市场2025年营收5.74亿元，同比增长23.31%，占营收57.98%，持续拓展东南亚、中东、欧洲。	公司拟1.2亿元收购诚瑞科技不低于51%股权，标的主营机电产品、新能源汽车生产测试设备销售，拥有多项专利技术，包括晶圆测试装置、视觉检测装置、光模块耦合设备的多通道同步锁紧机构和自动耦合设备的点胶装置	2026-05-11\|41.67\|3.76\|40.18\|42.19\|40.17\|32763;2026-05-12\|40.20\|-3.53\|41.80\|41.87\|40.09\|22090;2026-05-13\|41.20\|2.49\|40.27\|42.15\|40.18\|27722;2026-05-14\|42.40\|2.91\|41.94\|44.88\|41.84\|46207;2026-05-15\|41.50\|-2.12\|42.42\|43.62\|41.25\|38317;2026-05-18\|44.81\|7.98\|41.50\|44.95\|41.07\|47853;2026-05-19\|45.10\|0.65\|44.79\|45.26\|43.07\|42475;2026-05-20\|54.12\|20.00\|54.12\|54.12\|54.12\|36594;2026-05-21\|56.58\|4.55\|59.00\|60.86\|53.42\|246790;2026-05-22\|57.00\|0.74\|56.16\|58.50\|52.63\|169692;2026-05-25\|57.36\|0.63\|57.83\|59.00\|53.50\|201434;2026-05-26\|51.91\|-9.50\|57.34\|59.24\|49.90\|183571;2026-05-27\|53.50\|3.06\|50.18\|53.85\|49.00\|153861;2026-05-28\|59.21\|10.78\|51.20\|60.00\|51.00\|194975;2026-05-29\|52.01\|-12.16\|59.31\|59.55\|51.90\|161238;2026-06-01\|51.15\|-1.65\|51.08\|53.30\|49.81\|105374;2026-06-02\|50.73\|-0.82\|51.00\|53.55\|50.00\|73893;2026-06-03\|51.00\|0.53\|50.49\|53.16\|49.91\|72469;2026-06-04\|48.19\|-5.51\|49.95\|50.79\|47.80\|73806;2026-06-05\|47.94\|-0.52\|47.00\|48.89\|45.80\|60100;2026-06-08\|50.81\|5.99\|45.48\|52.23\|45.26\|84309;2026-06-09\|55.43\|9.09\|51.48\|55.78\|50.81\|85021;2026-06-10\|56.60\|2.11\|55.67\|61.61\|55.24\|102299;2026-06-11\|57.76\|2.05\|57.71\|59.90\|56.91\|82189;2026-06-12\|54.55\|-5.56\|58.79\|59.00\|54.09\|66350;2026-06-15\|55.91\|2.49\|55.00\|56.36\|53.64\|53608;2026-06-16\|55.54\|-0.66\|55.52\|56.72\|54.79\|48058;2026-06-17\|57.11\|2.83\|54.61\|57.92\|54.16\|47900;2026-06-18\|58.56\|2.54\|57.06\|59.98\|56.90\|52470;2026-06-22\|57.41\|-1.96\|58.00\|59.57\|55.61\|54018;2026-06-23\|57.00\|-0.71\|57.20\|58.88\|56.35\|48282;2026-06-24\|63.75\|11.84\|56.00\|64.70\|55.55\|106879;2026-06-25\|57.57\|-9.69\|63.99\|64.00\|56.20\|108647;2026-06-26\|56.69\|-1.53\|58.72\|59.88\|56.60\|61952;2026-06-29\|53.68\|-5.31\|56.23\|57.28\|52.52\|55616;2026-06-30\|53.35\|-0.61\|53.50\|55.63\|52.85\|47929;2026-07-01\|54.34\|1.86\|52.43\|56.20\|52.18\|50877;2026-07-02\|51.08\|-6.00\|53.85\|54.36\|50.88\|39015;2026-07-03\|49.30\|-3.48\|50.88\|51.18\|49.26\|35587;2026-07-06\|49.47\|0.34\|49.70\|51.50\|48.03\|33864;2026-07-07\|47.70\|-3.58\|49.00\|49.85\|47.30\|26469;2026-07-08\|45.95\|-3.67\|48.00\|49.82\|45.58\|27823;2026-07-09\|48.14\|4.77\|46.80\|48.87\|44.58\|40622;2026-07-10\|45.17\|-6.17\|48.05\|49.18\|45.00\|34032;2026-07-13\|40.96\|-9.32\|44.36\|44.69\|40.80\|45576;2026-07-14\|43.00\|4.98\|42.37\|44.58\|41.30\|63156;2026-07-15\|42.24\|-1.77\|42.85\|45.67\|41.63\|51570;2026-07-16\|38.94\|-7.81\|41.90\|43.06\|38.51\|38807;2026-07-17\|34.90\|-10.37\|38.99\|38.99\|34.55\|54848;2026-07-20\|31.10\|-10.89\|35.52\|36.20\|30.54\|63388;2026-07-21\|32.32\|3.92\|31.10\|32.36\|26.00\|80253;2026-07-22\|32.22\|-0.31\|31.32\|33.25\|31.32\|54559;2026-07-23\|32.14\|-0.25\|32.05\|33.56\|31.50\|33901;2026-07-24\|31.94\|-0.62\|31.89\|32.58\|30.88\|30527;2026-07-27\|34.11\|6.79\|31.45\|34.18\|31.22\|40948;2026-07-28\|33.25\|-2.52\|34.09\|35.46\|32.75\|40799;2026-07-29\|32.09\|-3.49\|33.00\|33.57\|30.48\|54421;2026-07-30\|29.20\|-9.01\|31.78\|32.08\|28.73\|41244;2026-07-31\|32.05\|9.76\|32.11\|33.56\|30.65\|56632;2026-08-03\|32.65\|1.87\|32.12\|32.92\|31.51\|39405;2026-08-04\|34.52\|5.73\|33.30\|35.08\|32.35\|34793;2026-08-05\|36.31\|5.19\|34.80\|36.99\|34.05\|42801;2026-08-06\|36.22\|-0.25\|35.64\|36.78\|35.01\|37344;2026-08-07\|37.35\|3.12\|36.00\|37.94\|35.90\|43603;2026-08-10\|37.52\|0.46\|37.31\|37.88\|36.22\|40565;2026-08-11\|38.99\|3.92\|37.45\|39.50\|35.78\|55330;2026-08-12\|39.32\|0.85\|38.57\|39.85\|37.92\|45189;2026-08-13\|38.20\|-2.85\|39.47\|40.50\|38.06\|58273;2026-08-14\|40.50\|6.02\|38.02\|40.68\|38.02\|44769;2026-08-17\|40.31\|-0.47\|40.96\|40.96\|39.21\|43706;2026-08-18\|41.93\|4.02\|39.90\|42.31\|39.13\|47722;2026-08-19\|39.07\|-6.82\|40.98\|41.80\|38.80\|60145;2026-08-20\|40.10\|2.64\|39.48\|41.41\|38.90\|43269;2026-08-21\|41.84\|4.34\|39.52\|41.88\|39.18\|41134;2026-08-24\|40.17\|-3.99\|42.01\|42.50\|38.01\|58214;2026-08-25\|40.75\|1.44\|39.39\|40.96\|38.65\|36615;2026-08-26\|41.38\|1.55\|40.75\|41.95\|39.60\|44365;2026-08-27\|42.52\|2.75\|41.41\|42.75\|40.95\|34161;2026-08-28\|40.85\|-3.93\|43.01\|43.43\|40.79\|29920;2026-08-31\|41.45\|1.47\|40.50\|41.66\|39.84\|27913;2026-09-01\|40.22\|-2.97\|41.97\|41.99\|39.49\|27184;2026-09-02\|40.37\|0.37\|40.22\|40.64\|38.94\|20767;2026-09-03\|40.10\|-0.67\|40.37\|41.37\|39.91\|22938;2026-09-04\|39.45\|-1.62\|40.70\|40.96\|38.98\|24348;2026-09-07\|41.40\|4.94\|39.80\|42.03\|39.33\|49358;2026-09-08\|40.97\|-1.04\|41.48\|41.90\|39.51\|44980;2026-09-09\|45.61\|11.33\|43.06\|46.23\|42.40\|100660;2026-09-10\|43.27\|-5.13\|46.52\|46.79\|42.69\|82332;2026-09-11\|40.14\|-7.23\|42.80\|43.07\|39.85\|58038;2026-09-14\|42.11\|4.91\|39.00\|42.69\|38.10\|43754
116699	MPO、FAU、CPO等行业新技术受关注	光刻机滤光片+光通信+业绩高增 1、据2025年5月29日投资者关系活动记录表，戴斯光电生产的高端滤光片组件具有透过率点位精准、综合性能指标领先的特点，间接应用于ASML光刻机产品。表明了戴斯光电在相关产品方面的技术和制造能力得到了业内权威客户的认可。此外，戴斯光电研制的棱镜、波片、PBS、柱面镜、透镜等光学元件产品，以及声光调制器、电光调制器、隔离器、2D/3D光学AOI检测模组等产品也可应用于半导体检测领域，终端客户包括华为等。 2、据2026年3月3日异动公告，公司及子公司湖南戴斯光电有限公司的光学产品可应用于“无人机”与“光通信”等领域。其中，子公司戴斯光电研发的棱镜、PBS、柱面镜等光学元件，其终端应用涉及“光通信”领域，目前也仍处于研发阶段，未来发展存在一定的不确定性，相关产品暂未形成实质性收入。 3、据2026年2月27日业绩快报，2025年营收65,830.47万元、同比增长44.79%，归母净利润6,345.91万元、同比增长18.77%。	公司及子公司湖南戴斯光电有限公司的光学产品可应用于无人机与光通信等领域	2026-05-11\|110.59\|3.07\|105.00\|111.89\|103.60\|90748;2026-05-12\|115.79\|4.70\|111.70\|118.99\|106.01\|74323;2026-05-13\|121.70\|5.10\|114.04\|129.00\|111.82\|69337;2026-05-14\|131.18\|7.79\|125.00\|135.00\|123.00\|60099;2026-05-15\|127.21\|-3.03\|131.18\|134.92\|123.00\|56436;2026-05-18\|129.20\|1.56\|127.21\|131.88\|125.43\|53414;2026-05-19\|88.48\|-3.83\|93.38\|100.30\|87.58\|102230;2026-05-20\|91.80\|3.75\|89.39\|92.64\|84.88\|74241;2026-05-21\|88.10\|-4.03\|93.64\|96.87\|87.55\|70729;2026-05-22\|89.08\|1.11\|90.00\|92.99\|87.10\|71481;2026-05-25\|83.21\|-6.59\|89.60\|89.61\|81.70\|101269;2026-05-26\|81.58\|-1.96\|82.69\|83.50\|80.02\|56721;2026-05-27\|79.58\|-2.45\|80.50\|81.82\|78.76\|61913;2026-05-28\|78.13\|-1.82\|79.00\|79.33\|73.80\|84297;2026-05-29\|71.99\|-7.86\|78.38\|80.00\|71.49\|64729;2026-06-01\|67.30\|-6.51\|71.73\|72.33\|67.18\|59160;2026-06-02\|67.84\|0.80\|67.70\|70.70\|66.63\|68608;2026-06-03\|71.55\|5.47\|68.65\|74.50\|68.21\|84818;2026-06-04\|69.50\|-2.87\|69.17\|70.33\|68.20\|57474;2026-06-05\|67.63\|-2.69\|68.61\|71.58\|67.12\|56921;2026-06-08\|61.34\|-9.30\|62.72\|66.00\|60.24\|80607;2026-06-09\|63.72\|3.88\|62.95\|64.33\|60.89\|59849;2026-06-10\|61.54\|-3.42\|63.07\|63.07\|60.56\|49379;2026-06-11\|63.22\|2.73\|61.85\|64.67\|60.71\|69999;2026-06-12\|61.77\|-2.29\|66.52\|66.96\|61.60\|59607;2026-06-15\|68.57\|11.01\|61.80\|69.12\|61.80\|78304;2026-06-16\|67.39\|-1.72\|69.00\|69.74\|66.72\|74808;2026-06-17\|73.00\|8.32\|66.05\|75.00\|66.05\|96987;2026-06-18\|75.58\|3.53\|72.80\|76.98\|71.70\|92952;2026-06-22\|70.40\|-6.85\|77.05\|77.05\|67.30\|116586;2026-06-23\|69.60\|-1.14\|69.79\|71.47\|67.90\|56865;2026-06-24\|79.00\|13.51\|69.38\|81.50\|69.38\|123781;2026-06-25\|80.54\|1.95\|80.00\|81.10\|76.21\|104367;2026-06-26\|75.05\|-6.82\|80.14\|80.14\|74.66\|77406;2026-06-29\|75.00\|-0.07\|74.67\|80.57\|70.00\|86482;2026-06-30\|79.95\|6.60\|75.00\|82.50\|74.13\|101326;2026-07-01\|77.07\|-3.60\|79.16\|82.66\|76.00\|84519;2026-07-02\|79.49\|3.14\|74.11\|83.50\|72.55\|122607;2026-07-03\|72.59\|-8.68\|79.01\|80.10\|72.24\|92809;2026-07-06\|65.01\|-10.44\|72.70\|73.64\|64.42\|81657;2026-07-07\|61.15\|-5.94\|65.50\|65.50\|59.81\|75432;2026-07-08\|64.45\|5.40\|61.55\|67.39\|58.31\|76983;2026-07-09\|70.85\|9.93\|67.00\|71.50\|65.00\|85261;2026-07-10\|65.47\|-7.59\|70.92\|71.10\|65.20\|68201;2026-07-13\|58.98\|-9.91\|64.97\|65.42\|58.66\|62613;2026-07-14\|61.80\|4.78\|59.50\|62.32\|56.35\|55714;2026-07-15\|58.18\|-5.86\|62.45\|62.83\|57.77\|44766;2026-07-16\|55.17\|-5.17\|57.10\|60.30\|54.41\|61519;2026-07-17\|47.37\|-14.14\|55.50\|56.66\|46.32\|92134;2026-07-20\|40.13\|-15.28\|48.26\|48.99\|39.34\|92330;2026-07-21\|45.19\|12.61\|41.51\|45.34\|35.41\|91479;2026-07-22\|44.06\|-2.50\|45.00\|46.49\|43.27\|64546;2026-07-23\|43.80\|-0.59\|44.07\|45.98\|43.00\|48477;2026-07-24\|42.71\|-2.49\|43.11\|44.48\|42.00\|34090;2026-07-27\|43.12\|0.96\|43.00\|44.07\|41.50\|52281;2026-07-28\|41.16\|-4.55\|43.94\|46.97\|40.80\|83007;2026-07-29\|39.10\|-5.00\|41.56\|41.56\|37.18\|80330;2026-07-30\|35.80\|-8.44\|38.03\|39.27\|35.31\|63132;2026-07-31\|38.50\|7.54\|39.00\|41.33\|38.36\|63040;2026-08-03\|37.76\|-1.92\|38.50\|38.95\|36.82\|57882;2026-08-04\|40.93\|8.40\|38.50\|41.58\|38.02\|55552;2026-08-05\|43.70\|6.77\|39.52\|44.40\|39.52\|58726;2026-08-06\|44.62\|2.11\|42.78\|45.55\|42.40\|50439;2026-08-07\|46.50\|4.21\|44.77\|46.99\|43.90\|54418;2026-08-10\|46.44\|-0.13\|47.01\|47.99\|44.96\|58822;2026-08-11\|45.87\|-1.23\|45.25\|46.77\|44.36\|45277;2026-08-12\|49.23\|7.33\|45.59\|51.10\|45.59\|69857;2026-08-13\|49.16\|-0.14\|49.65\|51.66\|48.08\|84896;2026-08-14\|49.48\|0.65\|49.13\|49.92\|48.36\|42919;2026-08-17\|52.43\|5.96\|49.48\|52.83\|49.30\|56890;2026-08-18\|53.30\|1.66\|52.74\|53.69\|51.59\|48476;2026-08-19\|47.69\|-10.53\|51.55\|52.35\|46.64\|73730;2026-08-20\|51.26\|7.49\|48.14\|51.27\|47.15\|69966;2026-08-21\|49.78\|-2.89\|50.53\|52.47\|48.72\|51157;2026-08-24\|48.10\|-3.37\|49.58\|49.98\|46.93\|48563;2026-08-25\|48.85\|1.56\|48.10\|49.48\|45.90\|45442;2026-08-26\|48.26\|-1.21\|49.22\|49.35\|46.94\|31656;2026-08-27\|50.22\|4.06\|48.35\|50.75\|47.90\|36857;2026-08-28\|48.45\|-3.52\|49.41\|51.46\|48.38\|38822;2026-08-31\|49.53\|2.23\|47.70\|49.66\|46.20\|34434;2026-09-01\|46.95\|-5.21\|49.27\|49.50\|46.68\|42028;2026-09-02\|46.36\|-1.26\|46.06\|46.87\|45.18\|47127;2026-09-03\|47.01\|1.40\|46.52\|47.72\|46.21\|32926;2026-09-04\|45.06\|-4.15\|47.20\|48.37\|44.60\|31663;2026-09-07\|47.29\|4.95\|45.30\|47.83\|44.75\|36224;2026-09-08\|45.89\|-2.96\|47.35\|47.65\|45.83\|29337;2026-09-09\|45.29\|-1.31\|46.80\|47.55\|45.10\|37504;2026-09-10\|44.56\|-1.61\|45.38\|45.38\|44.28\|32503;2026-09-11\|43.50\|-2.38\|43.78\|44.50\|41.67\|33442;2026-09-14\|43.85\|0.80\|43.21\|44.64\|42.27\|27510
116698	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：公司3um设备已通过多家客户测试并开始分批下单，适配400GHz/800GHz光模块封装，受益于Lumentum订单排满至2028年行业高景气；涨停缘由：光模块升级加速带动高精度封装设备需求，国产替代逻辑强化；公司设备进入头部客户供应链验证期；资金逻辑：4月16日主力净流入1979.77万元，资金提前布局光通信上游设备环节，板块整体获AI算力基建预期驱动；风险提示：2025年净利润同比下滑61.4%，2026年Q1营收降35.29%、净利降93.52%，经营承压，短期业绩与题材存在背离	公司3um设备用在400GHz和800GHz光模块封装，已有多家客户通过测试，有客户已开始分批下单采购，同时国内光通讯行业龙头企业将采用此设备做产品测试	2026-05-11\|52.57\|5.20\|50.21\|53.87\|50.21\|66745;2026-05-12\|54.40\|3.48\|52.66\|55.03\|51.66\|75490;2026-05-13\|56.40\|3.68\|54.66\|57.38\|54.08\|70359;2026-05-14\|55.50\|-1.60\|56.40\|58.10\|55.50\|68888;2026-05-15\|55.00\|-0.90\|55.80\|56.05\|53.36\|63172;2026-05-18\|55.96\|1.75\|54.59\|56.80\|54.45\|38861;2026-05-19\|55.43\|-0.95\|56.00\|56.90\|54.70\|39205;2026-05-20\|55.99\|1.01\|55.43\|58.28\|55.15\|54142;2026-05-21\|52.57\|-6.11\|56.37\|56.37\|52.50\|59773;2026-05-22\|54.41\|3.50\|53.68\|54.72\|52.35\|40348;2026-05-25\|53.99\|-0.77\|55.00\|56.33\|53.50\|50487;2026-05-26\|52.20\|-3.32\|53.80\|53.99\|50.35\|41696;2026-05-27\|50.10\|-4.02\|52.43\|52.88\|49.65\|37013;2026-05-28\|51.72\|3.23\|50.30\|52.10\|49.19\|29480;2026-05-29\|46.93\|-9.26\|52.40\|52.50\|46.60\|58645;2026-06-01\|45.70\|-2.62\|47.26\|47.93\|45.50\|33857;2026-06-02\|50.09\|9.61\|44.81\|50.54\|44.22\|60060;2026-06-03\|49.26\|-1.66\|51.27\|51.66\|48.60\|42937;2026-06-04\|49.16\|-0.20\|49.30\|51.86\|47.90\|32748;2026-06-05\|49.38\|0.45\|49.66\|50.99\|48.22\|36519;2026-06-08\|46.03\|-6.78\|49.00\|49.00\|45.45\|42798;2026-06-09\|47.20\|2.54\|47.29\|47.49\|45.46\|28295;2026-06-10\|44.59\|-5.53\|47.34\|47.34\|43.87\|37206;2026-06-11\|43.09\|-3.36\|44.67\|44.67\|41.80\|49871;2026-06-12\|43.10\|0.02\|43.60\|44.20\|42.20\|57569;2026-06-15\|43.26\|0.37\|43.71\|44.77\|42.56\|40930;2026-06-16\|44.32\|2.45\|43.48\|44.82\|41.70\|48636;2026-06-17\|43.32\|-2.26\|44.02\|46.48\|43.02\|46458;2026-06-18\|45.97\|6.12\|44.00\|46.77\|42.32\|61643;2026-06-22\|43.18\|-5.99\|45.99\|47.29\|42.36\|63945;2026-06-23\|45.00\|4.21\|42.75\|46.18\|42.70\|66029;2026-06-24\|51.96\|15.47\|45.44\|52.16\|45.03\|104488;2026-06-25\|53.67\|3.29\|52.40\|55.75\|51.45\|107870;2026-06-26\|53.96\|0.54\|53.00\|55.52\|51.55\|77859;2026-06-29\|52.48\|-2.74\|53.96\|54.98\|50.53\|69057;2026-06-30\|54.90\|4.61\|53.49\|55.00\|48.00\|91707;2026-07-01\|54.75\|-0.27\|57.00\|59.00\|54.72\|97822;2026-07-02\|54.31\|-0.80\|53.05\|56.75\|52.53\|62181;2026-07-03\|57.45\|5.78\|54.74\|59.88\|54.05\|131178;2026-07-06\|53.25\|-7.31\|58.50\|58.77\|53.08\|81735;2026-07-07\|49.85\|-6.38\|52.77\|53.74\|49.51\|63681;2026-07-08\|47.57\|-4.57\|49.81\|49.98\|47.40\|51943;2026-07-09\|51.01\|7.23\|47.57\|51.33\|45.86\|69560;2026-07-10\|48.55\|-4.82\|52.54\|52.54\|48.06\|76335;2026-07-13\|44.54\|-8.26\|47.58\|48.50\|44.19\|55591;2026-07-14\|44.89\|0.79\|44.81\|45.66\|43.01\|37264;2026-07-15\|45.03\|0.31\|45.05\|46.94\|43.86\|43330;2026-07-16\|43.32\|-3.80\|45.25\|45.64\|42.76\|38808;2026-07-17\|38.43\|-11.29\|42.45\|43.98\|38.34\|70174;2026-07-20\|32.32\|-15.90\|39.18\|39.54\|30.89\|103555;2026-07-21\|34.50\|6.75\|32.00\|34.50\|29.10\|72563;2026-07-22\|33.68\|-2.38\|34.68\|35.14\|33.00\|43139;2026-07-23\|33.18\|-1.48\|33.18\|34.70\|32.69\|29101;2026-07-24\|34.26\|3.25\|32.51\|35.12\|32.51\|53531;2026-07-27\|37.93\|10.71\|34.36\|38.58\|34.00\|56843;2026-07-28\|36.36\|-4.14\|37.75\|39.44\|36.06\|62822;2026-07-29\|41.37\|13.78\|36.38\|42.48\|36.38\|96559;2026-07-30\|43.04\|4.04\|40.96\|44.19\|39.84\|109564;2026-07-31\|46.71\|8.53\|48.64\|51.60\|45.12\|121927;2026-08-03\|41.71\|-10.70\|46.13\|47.50\|41.10\|93983;2026-08-04\|45.10\|8.13\|42.67\|45.49\|41.45\|76781;2026-08-05\|44.60\|-1.11\|43.77\|45.37\|43.00\|54940;2026-08-06\|43.18\|-3.18\|43.70\|44.18\|42.22\|45910;2026-08-07\|43.00\|-0.42\|42.80\|43.09\|41.55\|41715;2026-08-10\|42.01\|-2.30\|43.08\|44.00\|41.43\|29959;2026-08-11\|41.40\|-1.45\|41.01\|42.46\|41.01\|27501;2026-08-12\|46.21\|11.62\|41.40\|47.66\|41.12\|93916;2026-08-13\|44.53\|-3.64\|46.21\|47.55\|44.50\|78233;2026-08-14\|44.02\|-1.15\|44.58\|45.60\|42.60\|60207;2026-08-17\|45.22\|2.73\|44.48\|45.96\|43.21\|42311;2026-08-18\|43.50\|-3.80\|45.00\|45.77\|43.28\|35963;2026-08-19\|40.12\|-7.77\|42.49\|43.35\|39.97\|49641;2026-08-20\|40.81\|1.72\|40.91\|41.93\|39.52\|26666;2026-08-21\|40.95\|0.34\|41.00\|41.80\|39.98\|24546;2026-08-24\|40.48\|-1.15\|40.95\|41.55\|39.76\|27578;2026-08-25\|39.45\|-2.54\|39.54\|40.23\|38.52\|26392;2026-08-26\|39.06\|-0.99\|39.76\|39.78\|38.52\|21178;2026-08-27\|39.50\|1.13\|39.08\|39.95\|38.50\|29688;2026-08-28\|39.30\|-0.51\|39.60\|41.15\|39.21\|32288;2026-08-31\|39.43\|0.33\|39.56\|40.15\|38.73\|20977;2026-09-01\|38.43\|-2.54\|39.43\|39.58\|38.30\|23712;2026-09-02\|37.57\|-2.24\|38.30\|38.30\|37.00\|30808;2026-09-03\|37.40\|-0.45\|37.35\|38.10\|36.91\|26854;2026-09-04\|37.74\|0.91\|37.89\|39.28\|37.47\|30389;2026-09-07\|38.94\|3.18\|37.74\|39.32\|37.74\|30542;2026-09-08\|38.46\|-1.23\|39.20\|40.13\|38.10\|26346;2026-09-09\|37.79\|-1.74\|38.44\|38.89\|37.66\|17391;2026-09-10\|35.97\|-4.82\|37.40\|37.40\|35.60\|30427;2026-09-11\|35.18\|-2.20\|35.43\|35.97\|33.75\|35776;2026-09-14\|35.09\|-0.26\|35.18\|35.33\|34.00\|24994
116697	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：国内光纤涂覆材料市占率第一，直接受益于日本光纤厂商提价及国内光缆扩产；涨停缘由：公司为国内光纤光缆涂覆材料核心供应商，覆盖长飞、亨通等头部客户；日本光纤龙头提价预期带动全产业链涨价预期，涂覆材料作为成本占比约15%的关键辅材率先受益；资金逻辑：近期光通信板块资金持续回流，中富电路等链上个股连续获主力大额净流入，飞凯材料作为上游材料环节获联动资金关注，融资余额处于近一年高位；风险提示：公司2025年归母净利润同比下滑12.3%，主业增长承压；涂覆材料技术壁垒相对较低，存在新进入者价格竞争风险	公司光纤光缆涂覆材料主要用于光纤光缆制造过程，保护光导玻璃纤维免受外界环境影响、保持其足够的机械强度和光学性能，下游客户基本覆盖了光纤光缆行业的国内上市公司以及知名制造企业	2026-05-11\|38.11\|8.05\|37.01\|39.17\|37.01\|851232;2026-05-12\|38.84\|1.92\|38.20\|39.55\|37.88\|745724;2026-05-13\|41.81\|7.65\|38.36\|42.22\|38.20\|793785;2026-05-14\|39.12\|-6.43\|41.30\|41.55\|38.90\|743462;2026-05-15\|38.18\|-2.40\|39.50\|40.21\|37.70\|607022;2026-05-18\|38.42\|0.63\|38.18\|38.99\|37.18\|495649;2026-05-19\|38.02\|-1.04\|38.69\|38.76\|36.22\|499984;2026-05-20\|39.19\|3.08\|37.81\|39.55\|37.40\|659351;2026-05-21\|36.76\|-6.20\|39.80\|40.98\|36.40\|774048;2026-05-22\|37.98\|3.32\|37.10\|38.36\|36.90\|463608;2026-05-25\|41.34\|8.85\|38.71\|41.55\|37.40\|781057;2026-05-26\|40.15\|-2.88\|41.80\|43.10\|39.10\|763005;2026-05-27\|38.06\|-5.21\|40.12\|40.48\|37.51\|611616;2026-05-28\|39.84\|4.68\|38.00\|40.15\|37.72\|592648;2026-05-29\|36.43\|-8.56\|39.84\|40.09\|36.02\|694423;2026-06-01\|35.14\|-3.54\|36.48\|37.12\|35.01\|418557;2026-06-02\|35.53\|1.11\|35.14\|35.91\|34.28\|333909;2026-06-03\|38.60\|8.64\|36.66\|40.37\|36.60\|762447;2026-06-04\|41.34\|7.10\|37.91\|42.00\|37.91\|791695;2026-06-05\|41.23\|-0.27\|40.99\|42.79\|39.78\|686732;2026-06-08\|39.75\|-3.59\|39.17\|41.97\|38.89\|557585;2026-06-09\|44.34\|11.55\|41.35\|44.99\|41.05\|850627;2026-06-10\|44.80\|1.04\|42.39\|45.88\|42.19\|1047164;2026-06-11\|42.89\|-4.26\|42.09\|45.00\|40.23\|1076478;2026-06-12\|40.18\|-6.32\|44.56\|45.47\|39.81\|906126;2026-06-15\|43.45\|8.14\|41.50\|43.66\|40.38\|723359;2026-06-16\|45.16\|3.94\|43.32\|45.66\|42.65\|868036;2026-06-17\|46.93\|3.92\|43.85\|48.27\|43.70\|893403;2026-06-18\|46.10\|-1.77\|46.60\|47.36\|45.54\|663068;2026-06-22\|48.88\|6.03\|47.50\|50.66\|47.45\|924210;2026-06-23\|47.30\|-3.23\|48.35\|48.98\|45.80\|692996;2026-06-24\|54.70\|15.64\|45.89\|55.38\|45.35\|1059894;2026-06-25\|56.66\|3.58\|56.06\|58.30\|54.23\|1045465;2026-06-26\|61.29\|8.17\|56.61\|63.95\|55.62\|1136233;2026-06-29\|64.26\|4.85\|61.48\|65.31\|55.27\|1349755;2026-06-30\|61.75\|-3.91\|62.21\|63.59\|59.50\|924900;2026-07-01\|60.01\|-2.82\|60.58\|64.88\|58.60\|987738;2026-07-02\|56.74\|-5.45\|55.99\|59.97\|53.10\|749757;2026-07-03\|52.34\|-7.75\|56.35\|56.73\|52.01\|701380;2026-07-06\|49.81\|-4.83\|53.40\|53.66\|48.50\|525756;2026-07-07\|48.75\|-2.13\|49.06\|50.20\|47.60\|418486;2026-07-08\|46.96\|-3.67\|48.88\|49.55\|44.81\|465517;2026-07-09\|49.72\|6.04\|48.02\|49.90\|46.91\|513225;2026-07-10\|46.75\|-5.97\|50.99\|52.86\|46.75\|709161;2026-07-13\|43.43\|-7.10\|46.00\|47.56\|43.20\|503530;2026-07-14\|44.48\|2.42\|44.31\|44.93\|42.00\|430926;2026-07-15\|41.59\|-6.50\|45.40\|46.37\|41.32\|427006;2026-07-16\|38.46\|-7.53\|40.00\|41.69\|38.15\|472026;2026-07-17\|35.64\|-7.33\|38.03\|39.08\|35.62\|495728;2026-07-20\|31.69\|-11.08\|36.50\|36.98\|30.20\|610733;2026-07-21\|35.22\|11.14\|32.33\|35.30\|28.56\|704066;2026-07-22\|33.95\|-3.61\|34.50\|35.84\|33.69\|517339;2026-07-23\|33.74\|-0.62\|33.96\|35.07\|33.09\|379412;2026-07-24\|33.09\|-1.93\|33.26\|34.30\|32.66\|333293;2026-07-27\|35.36\|6.86\|33.02\|35.40\|32.05\|480381;2026-07-28\|33.04\|-6.56\|35.36\|35.83\|32.76\|451183;2026-07-29\|32.05\|-3.00\|32.97\|33.34\|30.44\|478985;2026-07-30\|31.00\|-3.28\|31.94\|33.80\|30.21\|469654;2026-07-31\|31.47\|1.52\|33.61\|34.34\|31.36\|530201;2026-08-03\|29.98\|-4.73\|30.97\|31.43\|29.90\|346446;2026-08-04\|32.10\|7.07\|30.54\|32.46\|30.28\|390026;2026-08-05\|34.36\|7.04\|31.88\|34.83\|31.81\|447103;2026-08-06\|35.59\|3.58\|33.66\|36.00\|33.66\|483789;2026-08-07\|36.81\|3.43\|35.60\|37.23\|34.83\|486190;2026-08-10\|36.50\|-0.84\|36.86\|37.26\|35.69\|381631;2026-08-11\|36.68\|0.49\|36.28\|37.65\|35.85\|355742;2026-08-12\|37.04\|0.98\|36.71\|37.65\|36.40\|330737;2026-08-13\|35.83\|-3.27\|37.59\|37.69\|35.80\|380243;2026-08-14\|36.94\|3.10\|36.31\|37.04\|36.16\|309527;2026-08-17\|39.20\|6.12\|37.27\|39.23\|36.76\|482216;2026-08-18\|38.40\|-2.04\|38.70\|39.13\|37.77\|411909;2026-08-19\|35.23\|-8.26\|36.81\|37.52\|34.73\|384003;2026-08-20\|35.37\|0.40\|35.60\|36.10\|34.82\|282116;2026-08-21\|35.67\|0.85\|35.00\|36.07\|34.38\|235143;2026-08-24\|35.16\|-1.43\|35.50\|35.58\|33.90\|247842;2026-08-25\|34.87\|-0.82\|34.57\|35.57\|33.07\|212619;2026-08-26\|35.07\|0.57\|34.88\|35.47\|34.20\|202531;2026-08-27\|36.51\|4.11\|35.14\|36.65\|34.65\|409675;2026-08-28\|35.52\|-2.71\|36.30\|36.97\|35.36\|401305;2026-08-31\|36.41\|2.51\|34.51\|36.49\|34.45\|329113;2026-09-01\|35.00\|-3.87\|36.43\|36.63\|34.57\|284681;2026-09-02\|33.91\|-3.11\|34.17\|34.36\|33.60\|246010;2026-09-03\|33.76\|-0.44\|34.16\|34.33\|33.20\|208871;2026-09-04\|32.23\|-4.53\|33.97\|34.19\|31.79\|283721;2026-09-07\|33.11\|2.73\|32.50\|33.45\|31.98\|238750;2026-09-08\|32.99\|-0.36\|33.01\|33.77\|32.67\|200481;2026-09-09\|33.49\|1.52\|33.26\|34.74\|33.13\|282066;2026-09-10\|33.30\|-0.57\|33.00\|33.89\|32.81\|175502;2026-09-11\|32.80\|-1.50\|32.71\|33.09\|31.60\|200874;2026-09-14\|34.69\|5.76\|32.51\|34.80\|31.86\|324755
116696	MPO、FAU、CPO等行业新技术受关注	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	2026-05-11\|50.85\|4.67\|49.30\|51.47\|48.31\|107348;2026-05-12\|55.94\|10.01\|51.42\|55.94\|49.04\|147773;2026-05-13\|61.53\|9.99\|54.80\|61.53\|53.60\|122753;2026-05-14\|64.63\|5.04\|63.00\|67.68\|61.00\|215040;2026-05-15\|66.00\|2.12\|64.63\|68.96\|60.60\|203197;2026-05-18\|59.40\|-10.00\|61.44\|64.29\|59.40\|145276;2026-05-19\|59.10\|-0.51\|56.55\|61.60\|55.61\|147873;2026-05-20\|62.42\|5.62\|58.00\|64.32\|58.00\|128346;2026-05-21\|59.05\|-5.40\|62.32\|64.99\|58.50\|172560;2026-05-22\|60.50\|2.46\|59.35\|61.00\|57.75\|128352;2026-05-25\|66.55\|10.00\|60.73\|66.55\|60.73\|134435;2026-05-26\|68.88\|3.50\|70.52\|72.43\|64.98\|221199;2026-05-27\|72.08\|4.65\|66.79\|75.76\|65.68\|208819;2026-05-28\|75.00\|4.05\|69.69\|77.90\|68.00\|174244;2026-05-29\|67.50\|-10.00\|74.00\|75.60\|67.50\|148425;2026-06-01\|68.60\|1.63\|65.01\|70.48\|62.89\|157660;2026-06-02\|69.94\|1.95\|67.37\|71.98\|66.02\|135986;2026-06-03\|68.00\|-2.77\|69.00\|73.29\|66.69\|168725;2026-06-04\|68.09\|0.13\|66.00\|68.88\|65.16\|126111;2026-06-05\|66.52\|-2.31\|67.20\|69.77\|64.50\|111861;2026-06-08\|55.86\|10.00\|54.30\|55.86\|51.05\|150473;2026-06-09\|53.97\|-3.38\|57.82\|58.09\|52.00\|253937;2026-06-10\|55.30\|2.46\|51.81\|55.45\|51.05\|206044;2026-06-11\|59.10\|6.87\|56.40\|59.90\|54.03\|264480;2026-06-12\|54.10\|-8.46\|58.51\|64.40\|54.00\|290418;2026-06-15\|56.49\|4.42\|53.00\|56.80\|51.43\|220754;2026-06-16\|58.94\|4.34\|55.61\|59.50\|54.91\|230787;2026-06-17\|62.40\|5.87\|57.53\|64.63\|57.52\|246748;2026-06-18\|60.98\|-2.28\|61.00\|64.28\|60.40\|194344;2026-06-22\|65.80\|7.90\|61.00\|66.42\|59.80\|245692;2026-06-23\|63.76\|-3.10\|66.00\|66.00\|61.15\|178995;2026-06-24\|70.14\|10.01\|62.01\|70.14\|60.58\|225850;2026-06-25\|73.20\|4.36\|71.85\|74.79\|68.92\|225718;2026-06-26\|76.00\|3.83\|71.18\|77.28\|70.10\|210739;2026-06-29\|80.00\|5.26\|75.99\|80.03\|71.10\|223151;2026-06-30\|76.78\|-4.03\|78.05\|82.96\|76.48\|234607;2026-07-01\|69.10\|-10.00\|75.16\|77.77\|69.10\|243160;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
116695	MPO、FAU、CPO等行业新技术受关注	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	2026-05-11\|51.40\|2.92\|50.58\|52.50\|48.93\|1864012;2026-05-12\|52.32\|1.79\|51.63\|55.99\|51.60\|1917080;2026-05-13\|51.83\|-0.94\|51.43\|52.88\|50.76\|1358830;2026-05-14\|53.99\|4.17\|52.85\|56.39\|52.26\|1903822;2026-05-15\|51.50\|-4.61\|53.99\|55.51\|49.70\|1583050;2026-05-18\|51.55\|0.10\|50.47\|52.54\|50.47\|1125158;2026-05-19\|50.47\|-2.10\|50.70\|50.97\|47.93\|1121210;2026-05-20\|50.63\|0.32\|50.55\|51.48\|48.81\|1056496;2026-05-21\|46.29\|-8.57\|51.36\|51.36\|45.88\|1410460;2026-05-22\|47.31\|2.20\|47.22\|47.75\|46.50\|895414;2026-05-25\|47.20\|-0.23\|47.08\|47.31\|45.93\|1071397;2026-05-26\|46.28\|-1.95\|46.66\|46.80\|42.60\|1890227;2026-05-27\|48.50\|4.80\|45.36\|49.88\|45.28\|1960929;2026-05-28\|48.53\|0.06\|47.60\|48.78\|45.89\|1454098;2026-05-29\|47.81\|-1.48\|48.80\|50.47\|46.42\|1880512;2026-06-01\|45.11\|-5.65\|46.93\|49.38\|45.01\|1239762;2026-06-02\|49.62\|10.00\|45.11\|49.62\|45.11\|1895285;2026-06-03\|51.92\|4.64\|51.00\|54.58\|50.77\|2287955;2026-06-04\|54.29\|4.56\|51.00\|54.95\|51.00\|1476736;2026-06-05\|55.42\|2.08\|54.10\|59.72\|54.10\|2102307;2026-06-08\|53.00\|-4.37\|51.99\|56.80\|51.87\|1612508;2026-06-09\|56.90\|7.36\|54.41\|57.16\|53.23\|1564631;2026-06-10\|52.30\|-8.08\|55.70\|56.48\|51.61\|1286613;2026-06-11\|52.33\|0.06\|51.49\|55.26\|50.87\|1246010;2026-06-12\|51.30\|-1.97\|54.02\|54.18\|50.60\|1305729;2026-06-15\|53.53\|4.35\|52.29\|54.00\|49.10\|1205280;2026-06-16\|58.88\|9.99\|53.93\|58.88\|53.09\|1369957;2026-06-17\|63.09\|7.17\|59.25\|64.69\|58.99\|1831260;2026-06-18\|62.12\|-1.54\|61.83\|64.35\|61.38\|1263933;2026-06-22\|63.70\|2.54\|63.48\|65.36\|60.99\|1463995;2026-06-23\|62.49\|-1.90\|63.70\|66.66\|61.53\|1394260;2026-06-24\|68.74\|10.00\|61.01\|68.74\|61.01\|1563121;2026-06-25\|72.96\|6.14\|70.50\|73.97\|68.10\|1319762;2026-06-26\|65.71\|-9.94\|72.81\|73.90\|65.66\|1524525;2026-06-29\|63.10\|-3.97\|66.76\|67.38\|59.99\|1278470;2026-06-30\|67.48\|6.94\|63.81\|67.90\|61.96\|1071333;2026-07-01\|62.46\|-7.44\|67.50\|67.50\|61.00\|1167856;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
116694	MPO、FAU、CPO等行业新技术受关注	光纤上游+液冷服务器+有机硅+一季报增长行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月21日投资者关系记录表及2026年5月18日互动易，公司参股子公司浙江亚格新安现有4万吨四氯化硅产能，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，预计6月正式投用；公司D4产品已成为光纤预制棒包层主流工艺核心原料，与国内外头部光纤企业多年稳定合作。 2、据2026年3月2日互动易，公司推出ICL-1700算力、ICL-1600储能等硅基浸没式液冷产品矩阵，首个商用项目已在杭州稳定运行，PUE稳定在1.1以下，部分项目已进入批量供货阶段。 3、据2025年年报，公司为国内有机硅产业链最完整企业之一，单体产能达50万吨/年，终端品类达3500余种，覆盖新能源汽车、AI算力、人形机器人等场景，终端业务利润总额超3亿元。 4、据2026年4月29日公告，公司一季度营收40.83亿元，同比增长12.69%；归母净利润9628.06万元，同比增长190.61%。	1、参股子公司浙江亚格新安电子新材料有限公司现有四氯化硅产能4万吨，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，产能预计于今年6月正式投用；同时，公司有机硅产品D4是光纤预制棒包层主流核心原料，已与国内外头部光纤企业多年稳定合作； 2、国内除草剂草甘膦和有机硅单体生产龙头企业；公司与浙江人形机器人创新中心共建联合实验室，已向机器人客户批量交付10余款硅基新材料，用于末端执行器、仿生皮肤及柔性传感	2026-05-11\|12.46\|4.27\|12.04\|12.69\|12.00\|423176;2026-05-12\|12.48\|0.16\|12.48\|12.72\|12.31\|268703;2026-05-13\|12.50\|0.16\|12.43\|12.65\|12.30\|250018;2026-05-14\|12.18\|-2.56\|12.46\|12.62\|12.18\|210171;2026-05-15\|11.92\|-2.13\|12.18\|12.37\|11.89\|275627;2026-05-18\|11.70\|-1.85\|11.91\|11.91\|11.57\|218766;2026-05-19\|11.95\|2.14\|11.89\|12.08\|11.68\|206655;2026-05-20\|12.29\|2.85\|11.89\|12.59\|11.84\|344689;2026-05-21\|12.05\|-1.95\|12.50\|13.17\|12.04\|504402;2026-05-22\|13.26\|10.04\|12.19\|13.26\|12.08\|775186;2026-05-25\|13.10\|-1.21\|13.67\|13.76\|12.98\|855617;2026-05-26\|13.07\|-0.23\|13.04\|13.30\|12.81\|490441;2026-05-27\|12.57\|-3.83\|13.02\|13.25\|12.48\|401363;2026-05-28\|12.52\|-0.40\|12.55\|12.75\|11.84\|536333;2026-05-29\|12.05\|-3.75\|12.49\|12.56\|11.98\|375203;2026-06-01\|13.26\|10.04\|12.08\|13.26\|12.07\|581915;2026-06-02\|13.09\|-1.28\|13.26\|13.67\|12.75\|718847;2026-06-03\|14.40\|10.01\|13.23\|14.40\|13.21\|1185418;2026-06-04\|14.32\|-0.56\|14.40\|14.57\|14.08\|1075672;2026-06-05\|14.41\|0.63\|14.32\|15.11\|14.27\|920402;2026-06-08\|13.58\|-5.76\|13.60\|14.01\|13.30\|701173;2026-06-09\|14.94\|10.01\|13.83\|14.94\|13.70\|744345;2026-06-10\|14.93\|-0.07\|15.22\|15.92\|14.84\|1223993;2026-06-11\|14.30\|-3.57\|14.73\|15.70\|14.12\|1051461;2026-06-12\|14.36\|0.42\|14.50\|14.99\|13.87\|930609;2026-06-15\|15.14\|5.43\|14.70\|15.16\|14.35\|1062286;2026-06-16\|15.91\|5.09\|15.28\|16.36\|15.14\|1253668;2026-06-17\|15.99\|0.50\|15.60\|16.43\|15.00\|1022731;2026-06-18\|15.38\|-3.81\|15.98\|16.00\|15.13\|896765;2026-06-22\|16.55\|7.61\|15.20\|16.80\|15.10\|1039889;2026-06-23\|15.72\|-5.02\|16.70\|16.86\|15.60\|882240;2026-06-24\|17.29\|9.99\|15.72\|17.29\|15.65\|1083905;2026-06-25\|17.15\|-0.81\|17.30\|17.84\|16.90\|1095570;2026-06-26\|17.80\|3.79\|17.31\|18.39\|16.78\|1307717;2026-06-29\|16.02\|-10.00\|17.71\|18.39\|16.02\|1266175;2026-06-30\|15.96\|-0.37\|15.82\|16.68\|15.47\|1116084;2026-07-01\|15.23\|-4.57\|15.70\|16.44\|14.39\|1407432;2026-07-02\|14.30\|-6.11\|14.72\|14.84\|13.91\|1031896;2026-07-03\|13.30\|-6.99\|14.39\|14.45\|13.28\|1068714;2026-07-06\|13.57\|2.03\|13.56\|14.19\|13.51\|800376;2026-07-07\|13.10\|-3.46\|13.50\|13.77\|13.06\|617579;2026-07-08\|12.63\|-3.59\|13.31\|13.35\|12.52\|513823;2026-07-09\|13.42\|6.25\|12.73\|13.75\|12.30\|798273;2026-07-10\|12.59\|-6.18\|13.50\|13.61\|12.59\|931745;2026-07-13\|11.33\|-10.01\|12.31\|12.40\|11.33\|801114;2026-07-14\|11.53\|1.77\|11.31\|11.57\|11.11\|482553;2026-07-15\|11.67\|1.21\|11.51\|11.92\|11.43\|486764;2026-07-16\|10.94\|-6.26\|11.54\|11.60\|10.82\|488992;2026-07-17\|10.33\|-5.58\|10.89\|10.98\|10.19\|544365;2026-07-20\|9.87\|-4.45\|10.50\|10.52\|9.67\|595684;2026-07-21\|10.22\|3.55\|9.88\|10.28\|9.53\|558510;2026-07-22\|9.87\|-3.42\|10.11\|10.23\|9.82\|422057;2026-07-23\|10.29\|4.26\|9.88\|10.34\|9.83\|414533;2026-07-24\|9.84\|-4.37\|10.20\|10.27\|9.83\|349003;2026-07-27\|10.06\|2.24\|9.77\|10.08\|9.75\|289444;2026-07-28\|9.89\|-1.69\|9.90\|10.01\|9.82\|302058;2026-07-29\|10.25\|3.64\|9.87\|10.32\|9.60\|509295;2026-07-30\|10.30\|0.49\|10.10\|10.58\|10.08\|484349;2026-07-31\|10.33\|0.29\|10.50\|10.59\|10.28\|471427;2026-08-03\|10.46\|1.26\|10.26\|10.52\|10.22\|333865;2026-08-04\|10.63\|1.63\|10.48\|10.73\|10.41\|358527;2026-08-05\|10.86\|2.16\|10.58\|10.97\|10.52\|406802;2026-08-06\|10.93\|0.64\|10.80\|11.06\|10.74\|369563;2026-08-07\|11.06\|1.19\|10.85\|11.10\|10.76\|390063;2026-08-10\|11.16\|0.90\|11.10\|11.22\|11.03\|328515;2026-08-11\|10.89\|-2.42\|11.10\|11.15\|10.87\|310593;2026-08-12\|10.93\|0.37\|10.91\|11.03\|10.80\|252296;2026-08-13\|10.70\|-2.10\|10.94\|11.03\|10.68\|274009;2026-08-14\|10.76\|0.56\|10.72\|10.85\|10.63\|204134;2026-08-17\|11.20\|4.09\|10.78\|11.21\|10.72\|361651;2026-08-18\|11.29\|0.80\|11.16\|11.42\|11.10\|363930;2026-08-19\|10.71\|-5.14\|11.18\|11.27\|10.64\|406219;2026-08-20\|10.53\|-1.68\|10.78\|10.83\|10.50\|289602;2026-08-21\|10.62\|0.85\|10.53\|10.68\|10.41\|215000;2026-08-24\|10.38\|-2.26\|10.66\|10.79\|10.31\|308765;2026-08-25\|10.37\|-0.10\|10.30\|10.51\|10.23\|296855;2026-08-26\|10.49\|1.16\|10.34\|10.61\|10.24\|287524;2026-08-27\|10.89\|3.81\|10.52\|10.93\|10.44\|375539;2026-08-28\|11.13\|2.20\|10.86\|11.20\|10.81\|438928;2026-08-31\|11.06\|-0.63\|11.21\|11.24\|10.87\|427204;2026-09-01\|11.14\|0.72\|11.00\|11.33\|11.00\|528693;2026-09-02\|10.81\|-2.96\|11.02\|11.06\|10.62\|431944;2026-09-03\|11.29\|4.44\|10.89\|11.41\|10.77\|701854;2026-09-04\|11.02\|-2.39\|11.26\|11.46\|10.93\|622971;2026-09-07\|10.98\|-0.36\|11.06\|11.12\|10.93\|350323;2026-09-08\|12.08\|10.02\|11.48\|12.08\|11.23\|1326349;2026-09-09\|12.62\|4.47\|12.26\|12.94\|12.01\|1819808;2026-09-10\|12.02\|-4.75\|12.25\|12.48\|11.99\|1069448;2026-09-11\|12.49\|3.91\|11.79\|12.74\|11.68\|1214151;2026-09-14\|12.92\|3.44\|12.20\|13.18\|11.90\|1187067
116693	MPO、FAU、CPO等行业新技术受关注	高速光模块发布+算力配套+商业航天+央企行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据证券时报网2026年6月23日报道，公司发布25G系列高速光模块新产品，突破了COB封装、高速电信号传输等核心工艺瓶颈，填补了公司相关产品空白。 2、据2026年5月11日及6月22日互动易，公司为算力领域客户提供高速背板连接器、液冷连接器及线缆组件等产品，并已批量供货；2025年来自商业航天及算力领域配套产品收入占营业收入8%左右。 3、据2026年4月20日投资者关系活动记录表，商业航天是公司“十五五”重点投入产业，部分电子元器件已获下游客户认可并应用。 4、据2025年年度报告，公司控股股东为航天江南集团有限公司，实际控制人为国务院国有资产监督管理委员会。	1、国内光通信器件行业的重点骨干企业；控股子公司江苏奥雷光电有限公司主营业务为光模块、光互连产品研制生产，产品主要应用于防务、通信、视频监控和工业控制等领域； 2、中航科工集团旗下，航天连接器龙头，市场占比超过70%	2026-05-11\|76.36\|0.87\|76.68\|78.01\|74.79\|307182;2026-05-12\|74.90\|-1.91\|76.36\|77.95\|73.82\|252473;2026-05-13\|73.79\|-1.48\|74.10\|74.57\|72.04\|235088;2026-05-14\|70.26\|-4.78\|75.10\|75.88\|70.23\|225379;2026-05-15\|69.41\|-1.21\|69.90\|71.23\|67.60\|207349;2026-05-18\|68.00\|-2.03\|69.51\|71.54\|67.74\|253193;2026-05-19\|72.91\|7.22\|67.80\|73.41\|66.40\|321289;2026-05-20\|73.61\|0.96\|73.53\|75.32\|71.44\|240258;2026-05-21\|72.22\|-1.89\|73.96\|78.93\|72.02\|378651;2026-05-22\|74.80\|3.57\|73.00\|76.22\|70.64\|249481;2026-05-25\|76.70\|2.54\|75.20\|77.60\|73.35\|293798;2026-05-26\|73.50\|-4.17\|76.00\|77.50\|72.32\|225589;2026-05-27\|69.49\|-5.46\|73.54\|76.30\|69.18\|265342;2026-05-28\|70.51\|1.47\|69.83\|71.50\|68.38\|181542;2026-05-29\|65.15\|-7.60\|70.39\|71.30\|64.85\|216667;2026-06-01\|61.42\|-5.73\|65.16\|65.97\|61.30\|182180;2026-06-02\|60.75\|-1.09\|62.00\|62.01\|58.99\|180827;2026-06-03\|65.24\|7.39\|60.75\|66.83\|60.66\|317216;2026-06-04\|67.91\|4.09\|66.65\|69.90\|66.51\|342862;2026-06-05\|64.80\|-4.58\|67.91\|67.91\|64.27\|229902;2026-06-08\|59.68\|-7.90\|62.11\|64.03\|59.35\|228225;2026-06-09\|61.36\|2.81\|60.50\|61.80\|58.04\|211084;2026-06-10\|62.41\|1.71\|61.02\|63.32\|59.89\|214167;2026-06-11\|66.06\|5.85\|63.91\|67.94\|62.88\|372755;2026-06-12\|64.05\|-3.04\|66.86\|69.17\|63.81\|258172;2026-06-15\|65.88\|2.86\|64.61\|66.98\|63.38\|176320;2026-06-16\|63.12\|-4.19\|66.00\|66.50\|62.66\|197598;2026-06-17\|63.40\|0.44\|63.63\|65.35\|62.33\|173263;2026-06-18\|63.53\|0.20\|62.80\|65.45\|62.18\|154411;2026-06-22\|60.18\|-5.27\|63.89\|65.49\|59.60\|224725;2026-06-23\|60.55\|0.61\|59.62\|61.98\|56.80\|225009;2026-06-24\|66.61\|10.01\|61.85\|66.61\|61.80\|143767;2026-06-25\|73.27\|10.00\|69.80\|73.27\|69.41\|543041;2026-06-26\|72.46\|-1.11\|73.73\|74.00\|69.86\|321246;2026-06-29\|71.75\|-0.98\|73.00\|75.14\|69.90\|239601;2026-06-30\|76.22\|6.23\|73.50\|78.12\|72.09\|359023;2026-07-01\|80.20\|5.22\|76.20\|81.93\|75.29\|392127;2026-07-02\|83.10\|3.62\|78.00\|87.80\|77.08\|376085;2026-07-03\|83.70\|0.72\|84.75\|90.69\|83.34\|316390;2026-07-06\|92.07\|10.00\|86.23\|92.07\|83.33\|288224;2026-07-07\|90.15\|-2.09\|93.72\|93.87\|87.20\|365134;2026-07-08\|86.30\|-4.27\|93.50\|95.88\|86.08\|370641;2026-07-09\|83.76\|-2.94\|86.54\|87.98\|78.00\|405437;2026-07-10\|79.29\|-5.34\|83.63\|88.84\|79.29\|495203;2026-07-13\|76.00\|-4.15\|78.31\|81.40\|74.49\|347077;2026-07-14\|74.37\|-2.14\|76.00\|78.43\|70.84\|278996;2026-07-15\|70.36\|-5.39\|73.92\|74.59\|70.02\|164477;2026-07-16\|72.08\|2.44\|69.41\|75.36\|69.01\|224985;2026-07-17\|64.76\|-9.99\|71.63\|72.00\|64.76\|222576;2026-07-20\|63.58\|-1.82\|67.18\|69.01\|61.70\|219007;2026-07-21\|66.98\|5.35\|64.50\|67.16\|58.46\|229406;2026-07-22\|69.55\|3.84\|65.11\|73.25\|65.00\|289819;2026-07-23\|66.14\|-4.90\|69.55\|72.50\|65.40\|206597;2026-07-24\|65.90\|-0.36\|64.05\|68.74\|64.05\|144216;2026-07-27\|67.73\|2.78\|65.90\|68.00\|63.89\|151786;2026-07-28\|61.62\|-9.02\|66.79\|67.70\|61.18\|155838;2026-07-29\|61.08\|-0.88\|62.00\|62.99\|58.30\|148114;2026-07-30\|57.16\|-6.42\|61.00\|61.35\|54.97\|191144;2026-07-31\|61.37\|7.37\|59.96\|62.77\|59.20\|200753;2026-08-03\|61.39\|0.03\|63.99\|64.92\|60.66\|171567;2026-08-04\|63.47\|3.39\|63.50\|64.68\|62.20\|156475;2026-08-05\|66.33\|4.51\|63.00\|67.42\|62.56\|201808;2026-08-06\|65.51\|-1.24\|64.00\|66.90\|63.71\|180358;2026-08-07\|65.77\|0.40\|65.25\|66.48\|63.84\|161482;2026-08-10\|64.28\|-2.27\|66.20\|66.55\|62.81\|152849;2026-08-11\|64.05\|-0.36\|62.82\|65.47\|61.80\|133066;2026-08-12\|64.49\|0.69\|63.81\|66.53\|63.81\|114854;2026-08-13\|64.96\|0.73\|65.60\|66.88\|64.76\|161100;2026-08-14\|64.22\|-1.14\|65.01\|67.48\|63.56\|121416;2026-08-17\|65.16\|1.46\|64.11\|65.50\|63.61\|128686;2026-08-18\|71.68\|10.01\|65.38\|71.68\|64.35\|291436;2026-08-19\|64.51\|-10.00\|71.26\|71.50\|64.51\|372781;2026-08-20\|60.78\|-5.78\|63.62\|64.50\|60.10\|248996;2026-08-21\|62.67\|3.11\|60.29\|63.59\|59.31\|165410;2026-08-24\|59.37\|-5.27\|63.89\|64.37\|57.70\|161401;2026-08-25\|60.67\|2.19\|58.59\|61.50\|57.88\|110257;2026-08-26\|60.52\|-0.25\|60.78\|61.81\|60.27\|76612;2026-08-27\|62.81\|3.78\|61.74\|63.00\|60.52\|144384;2026-08-28\|62.35\|-0.73\|62.10\|63.78\|62.10\|102015;2026-08-31\|65.51\|5.07\|61.50\|66.66\|61.18\|171557;2026-09-01\|66.80\|1.97\|65.49\|67.37\|64.63\|177308;2026-09-02\|66.42\|-0.57\|66.59\|67.40\|64.80\|120935;2026-09-03\|66.77\|0.53\|66.90\|67.24\|65.10\|82220;2026-09-04\|64.18\|-3.88\|67.03\|67.57\|63.76\|110776;2026-09-07\|67.40\|5.02\|64.99\|68.20\|63.00\|139630;2026-09-08\|65.57\|-2.72\|66.95\|67.13\|65.31\|90544;2026-09-09\|64.20\|-2.09\|65.88\|66.94\|63.69\|109102;2026-09-10\|63.40\|-1.25\|63.51\|65.05\|63.10\|72237;2026-09-11\|63.01\|-0.62\|62.55\|63.88\|60.30\|111996;2026-09-14\|65.30\|3.63\|62.39\|65.75\|62.00\|96703
116692	MPO、FAU、CPO等行业新技术受关注	光纤光缆+芳纶隔膜+烟台国资行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月9日股票交易异常波动公告，公司股票连续三个交易日收盘价涨幅偏离值累计超过20%；公司称对位芳纶在光纤光缆领域收入占比不足10%，且产品在数据中心无直接应用。 2、据2025年年度报告，公司专业从事氨纶、间位芳纶、对位芳纶等高性能纤维的研发生产，芳纶涂覆隔膜已实现批量交付，计划2026年规模化生产。 3、据2025年年度报告，公司最终控制人为烟台市人民政府国有资产监督管理委员会。	1、长飞等光缆企业是公司对位芳纶的重要客户，正常年份该领域的销售占比约为40-50%； 2、公司专业从事氨纶、芳纶等高性能纤维生产，相关产品可用于航空航天领域	2026-05-11\|12.03\|3.44\|11.76\|12.04\|11.71\|362752;2026-05-12\|13.23\|9.98\|12.04\|13.23\|11.95\|659832;2026-05-13\|13.54\|2.34\|13.45\|13.61\|12.95\|820322;2026-05-14\|14.89\|9.97\|14.39\|14.89\|14.38\|735379;2026-05-15\|14.18\|-4.77\|15.00\|15.03\|13.68\|1281416;2026-05-18\|14.67\|3.46\|13.98\|14.89\|13.86\|946966;2026-05-19\|14.34\|-2.25\|14.08\|14.64\|13.88\|662563;2026-05-20\|15.11\|5.37\|14.13\|15.63\|14.01\|852719;2026-05-21\|14.50\|-4.04\|15.07\|15.26\|14.40\|549131;2026-05-22\|15.93\|10.01\|14.70\|15.93\|14.60\|833778;2026-05-25\|15.55\|-2.39\|15.99\|16.34\|15.41\|692501;2026-05-26\|15.09\|-2.96\|15.45\|15.68\|14.66\|588490;2026-05-27\|14.44\|-4.31\|14.81\|15.28\|14.30\|462253;2026-05-28\|14.52\|0.55\|14.26\|14.78\|14.24\|340114;2026-05-29\|13.49\|-7.09\|14.64\|14.64\|13.35\|500233;2026-06-01\|13.54\|0.37\|13.37\|13.76\|13.36\|283271;2026-06-02\|13.45\|-0.66\|13.48\|13.60\|12.97\|252979;2026-06-03\|13.68\|1.71\|13.35\|14.10\|13.35\|354228;2026-06-04\|14.12\|3.22\|13.89\|14.44\|13.69\|563290;2026-06-05\|15.53\|9.99\|13.84\|15.53\|13.52\|846184;2026-06-08\|17.08\|9.98\|15.11\|17.08\|15.11\|689579;2026-06-09\|18.79\|10.01\|17.90\|18.79\|16.87\|1481179;2026-06-10\|17.20\|-8.46\|18.61\|18.61\|16.91\|1369013;2026-06-11\|18.92\|10.00\|17.37\|18.92\|17.20\|855041;2026-06-12\|18.06\|-4.55\|18.54\|18.68\|17.03\|1332909;2026-06-15\|17.48\|-3.21\|17.69\|17.97\|17.06\|932452;2026-06-16\|16.89\|-3.38\|17.15\|17.77\|16.60\|986416;2026-06-17\|18.58\|10.01\|16.40\|18.58\|16.15\|1126561;2026-06-18\|18.70\|0.65\|18.58\|18.91\|17.21\|1155094;2026-06-22\|17.88\|-4.38\|18.50\|19.20\|17.40\|904697;2026-06-23\|16.67\|-6.77\|17.78\|17.88\|16.50\|717564;2026-06-24\|18.34\|10.02\|17.30\|18.34\|16.83\|365403;2026-06-25\|20.17\|9.98\|19.15\|20.17\|18.73\|1123209;2026-06-26\|19.35\|-4.07\|20.54\|21.50\|19.13\|1748426;2026-06-29\|17.97\|-7.13\|19.25\|19.40\|17.50\|1002824;2026-06-30\|18.19\|1.22\|18.06\|18.75\|17.43\|807939;2026-07-01\|17.29\|-4.95\|17.83\|18.39\|17.00\|820674;2026-07-02\|16.89\|-2.31\|16.65\|17.68\|15.98\|633503;2026-07-03\|16.68\|-1.24\|16.86\|17.22\|16.47\|473832;2026-07-06\|15.17\|-9.05\|16.95\|16.99\|15.16\|618584;2026-07-07\|14.78\|-2.57\|15.37\|15.40\|14.73\|353664;2026-07-08\|13.97\|-5.48\|14.79\|14.90\|13.90\|412559;2026-07-09\|14.07\|0.72\|13.96\|14.17\|13.37\|376009;2026-07-10\|14.20\|0.92\|14.15\|15.16\|14.08\|548351;2026-07-13\|13.46\|-5.21\|14.06\|14.35\|13.30\|332172;2026-07-14\|13.46\|0.00\|13.40\|13.65\|13.19\|327656;2026-07-15\|13.05\|-3.05\|13.65\|13.91\|12.98\|333476;2026-07-16\|12.44\|-4.67\|12.88\|13.20\|12.37\|297137;2026-07-17\|11.75\|-5.55\|12.50\|12.55\|11.63\|310262;2026-07-20\|11.00\|-6.38\|11.96\|12.26\|10.69\|452590;2026-07-21\|11.32\|2.91\|10.97\|11.48\|10.29\|413417;2026-07-22\|11.12\|-1.77\|11.19\|11.42\|10.98\|274997;2026-07-23\|11.34\|1.98\|11.01\|11.39\|11.01\|234157;2026-07-24\|11.15\|-1.68\|11.23\|11.64\|11.10\|278318;2026-07-27\|11.87\|6.46\|11.16\|11.93\|11.11\|297891;2026-07-28\|11.48\|-3.29\|11.83\|11.99\|11.42\|243287;2026-07-29\|11.50\|0.17\|11.45\|11.55\|11.15\|261045;2026-07-30\|11.13\|-3.22\|11.43\|11.64\|11.01\|257799;2026-07-31\|11.40\|2.43\|11.51\|11.88\|11.40\|261178;2026-08-03\|11.62\|1.93\|11.46\|11.65\|11.32\|192051;2026-08-04\|11.83\|1.81\|11.64\|11.85\|11.52\|190984;2026-08-05\|12.24\|3.47\|11.79\|12.35\|11.78\|289440;2026-08-06\|12.35\|0.90\|12.16\|12.42\|12.08\|234777;2026-08-07\|12.53\|1.46\|12.36\|12.59\|12.07\|258150;2026-08-10\|12.60\|0.56\|12.59\|12.62\|12.32\|193210;2026-08-11\|12.56\|-0.32\|12.49\|12.79\|12.45\|180051;2026-08-12\|12.79\|1.83\|12.57\|12.88\|12.55\|207485;2026-08-13\|12.46\|-2.58\|12.85\|12.90\|12.46\|216224;2026-08-14\|12.75\|2.33\|12.50\|12.89\|12.45\|229076;2026-08-17\|12.99\|1.88\|12.86\|13.04\|12.65\|171075;2026-08-18\|12.81\|-1.39\|13.00\|13.15\|12.70\|176377;2026-08-19\|12.13\|-5.31\|12.68\|12.68\|12.04\|235890;2026-08-20\|12.18\|0.41\|12.24\|12.28\|12.11\|142380;2026-08-21\|12.40\|1.81\|12.11\|12.61\|11.91\|157734;2026-08-24\|12.13\|-2.18\|12.40\|12.46\|11.83\|155865;2026-08-25\|12.25\|0.99\|12.12\|12.35\|12.01\|134038;2026-08-26\|12.28\|0.24\|12.25\|12.47\|12.12\|129556;2026-08-27\|12.77\|3.99\|12.26\|12.77\|12.23\|213586;2026-08-28\|12.77\|0.00\|12.74\|12.93\|12.69\|144310;2026-08-31\|13.13\|2.82\|12.65\|13.18\|12.58\|227856;2026-09-01\|13.05\|-0.61\|13.12\|13.42\|12.86\|192568;2026-09-02\|13.02\|-0.23\|12.92\|13.08\|12.75\|182578;2026-09-03\|12.87\|-1.15\|13.02\|13.14\|12.78\|122850;2026-09-04\|12.73\|-1.09\|12.95\|13.07\|12.62\|137417;2026-09-07\|12.62\|-0.86\|12.71\|12.80\|12.59\|128609;2026-09-08\|12.62\|0.00\|12.66\|12.89\|12.55\|129417;2026-09-09\|12.57\|-0.40\|12.63\|12.82\|12.53\|137296;2026-09-10\|12.32\|-1.99\|12.55\|12.58\|12.30\|135878;2026-09-11\|12.15\|-1.38\|12.22\|12.27\|11.90\|175520;2026-09-14\|12.17\|0.16\|12.03\|12.20\|11.91\|93625
116691	MPO、FAU、CPO等行业新技术受关注	CPO/NPO+1.6T光模块+高速光模块行业原因： 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日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，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，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、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，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	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	2026-05-11\|197.80\|4.19\|188.98\|203.66\|187.50\|336495;2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;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
116690	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	1、国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试； 2、公司在研2X4/2X8 OSFP液冷屏蔽组件及NPC模组类产品，主要用于对连接器和光模块信号传递接触面进行散热处理，在光模块出货放量及液冷技术加速渗透背景下，前瞻布局相关产品	2026-05-11\|68.11\|7.70\|64.55\|69.50\|64.07\|236489;2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|75.69\|-6.24\|80.11\|82.82\|72.66\|197353;2026-07-15\|71.01\|-6.18\|75.32\|76.41\|69.97\|141127;2026-07-16\|69.66\|-1.90\|70.00\|73.17\|67.18\|112318;2026-07-17\|62.69\|-10.01\|68.76\|69.35\|62.69\|113729;2026-07-20\|57.36\|-8.50\|62.00\|63.07\|56.42\|167289;2026-07-21\|61.57\|7.34\|59.37\|61.63\|51.67\|172180;2026-07-22\|64.71\|5.10\|60.00\|67.73\|59.99\|236853;2026-07-23\|60.97\|-5.78\|64.90\|66.33\|60.20\|152813;2026-07-24\|59.01\|-3.21\|60.00\|61.99\|59.00\|100628;2026-07-27\|61.32\|3.91\|58.95\|61.50\|57.26\|97102;2026-07-28\|56.53\|-7.81\|59.51\|59.79\|56.00\|101702;2026-07-29\|54.97\|-2.76\|56.53\|57.19\|52.58\|110414;2026-07-30\|49.47\|-10.01\|54.23\|54.94\|49.47\|131539;2026-07-31\|51.98\|5.07\|52.13\|54.42\|51.50\|162070;2026-08-03\|49.76\|-4.27\|51.00\|52.97\|49.38\|113223;2026-08-04\|52.44\|5.39\|50.49\|53.01\|49.86\|104924;2026-08-05\|55.60\|6.03\|51.79\|56.70\|51.20\|121148;2026-08-06\|56.75\|2.07\|54.87\|57.46\|54.28\|107340;2026-08-07\|58.19\|2.54\|57.50\|58.66\|55.77\|107598;2026-08-10\|57.44\|-1.29\|58.18\|59.38\|56.56\|86639;2026-08-11\|57.18\|-0.45\|57.35\|58.62\|56.32\|71783;2026-08-12\|58.09\|1.59\|57.27\|58.41\|56.50\|80377;2026-08-13\|58.30\|0.36\|59.04\|60.77\|58.30\|108274;2026-08-14\|59.98\|2.88\|59.34\|60.20\|58.35\|81395;2026-08-17\|61.82\|3.07\|60.17\|61.88\|59.20\|83686;2026-08-18\|61.81\|-0.02\|61.70\|62.12\|60.06\|84325;2026-08-19\|55.63\|-10.00\|60.00\|60.49\|55.63\|96127;2026-08-20\|56.52\|1.60\|56.03\|57.74\|55.00\|79341;2026-08-21\|57.71\|2.11\|56.16\|58.36\|55.15\|60241;2026-08-24\|56.60\|-1.92\|57.70\|59.28\|54.68\|87381;2026-08-25\|57.72\|1.98\|54.62\|58.87\|53.45\|97545;2026-08-26\|56.05\|-2.89\|58.00\|58.30\|54.60\|74451;2026-08-27\|59.05\|5.35\|57.13\|59.28\|56.10\|95425;2026-08-28\|57.00\|-3.47\|58.66\|59.59\|56.90\|67895;2026-08-31\|60.00\|5.26\|55.89\|60.70\|55.50\|100817;2026-09-01\|58.31\|-2.82\|60.02\|60.42\|57.90\|80682;2026-09-02\|57.46\|-1.46\|57.84\|58.08\|56.38\|60578;2026-09-03\|59.08\|2.82\|58.20\|59.40\|56.90\|88376;2026-09-04\|57.35\|-2.93\|59.51\|61.82\|56.80\|149214;2026-09-07\|61.30\|6.89\|57.90\|61.96\|57.90\|186755;2026-09-08\|64.30\|4.89\|61.37\|64.85\|60.39\|185830;2026-09-09\|62.92\|-2.15\|65.50\|65.86\|61.44\|166260;2026-09-10\|63.33\|0.65\|63.00\|66.65\|62.26\|194611;2026-09-11\|64.90\|2.48\|62.04\|65.93\|61.50\|202227;2026-09-14\|71.39\|10.00\|63.99\|71.39\|61.04\|244364
116689	MPO、FAU、CPO等行业新技术受关注	光纤概念+高纯四氯化硅+含硫硅烷+券商推荐 1、据上海证券报2026年6月23日报道，受AI算力及通信网络升级带动，光纤用高纯四氯化硅进入景气上行周期，9N级产品长协价阶段性涨幅约80%，行业供需缺口持续扩大。 2、据2026年6月5日互动易，公司重点布局2万吨光纤级高纯四氯化硅及5000吨电子级正硅酸乙酯项目，性能对标9N级，以满足AI算力及半导体产业需求；项目达产后总体毛利率较好。 3、据2025年年度报告，公司含硫硅烷偶联剂连续多年全球市场占有率第一，为国内功能性硅烷行业龙头企业之一。 4、据方正证券2026年6月23日研报，认为公司主业有望迎来反转，高纯四氯化硅及纳米硅业务将打开成长空间，首次覆盖给予“推荐”评级。	1、公司重点布局2万吨光纤级高纯四氯化硅和5000吨电子级正硅酸乙酯项目，以满足AI算力及半导体产业需求，具备高纯硅烷产品的生产工艺技术，能较快实现量产落地； 2、国内功能性硅烷行业龙头企业；公司具备完整的“硅块-三氯氢硅-中间体-功能性硅烷-气相白炭黑”绿色循环产业链，相关产品和技术适用于液体硅胶	2026-05-11\|12.13\|-8.11\|13.19\|13.19\|11.89\|586258;2026-05-12\|12.09\|-0.33\|12.24\|12.55\|12.00\|296193;2026-05-13\|11.10\|-8.19\|12.19\|12.19\|10.92\|678274;2026-05-14\|12.21\|10.00\|11.40\|12.21\|11.40\|334433;2026-05-15\|11.80\|-3.36\|12.58\|13.23\|11.57\|732663;2026-05-18\|11.90\|0.85\|11.56\|12.24\|11.22\|445844;2026-05-19\|12.01\|0.92\|11.88\|12.05\|11.74\|247962;2026-05-20\|12.25\|2.00\|12.28\|12.51\|11.55\|387534;2026-05-21\|11.81\|-3.59\|12.30\|12.83\|11.75\|372143;2026-05-22\|12.99\|9.99\|12.00\|12.99\|11.80\|404200;2026-05-25\|12.74\|-1.92\|12.99\|13.04\|12.23\|448954;2026-05-26\|12.19\|-4.32\|12.68\|12.94\|12.16\|249212;2026-05-27\|11.48\|-5.82\|12.18\|12.18\|11.10\|378130;2026-05-28\|11.70\|1.92\|11.56\|11.85\|11.19\|265731;2026-05-29\|11.03\|-5.73\|11.67\|12.08\|10.86\|286457;2026-06-01\|10.68\|-3.17\|10.81\|11.00\|10.25\|257496;2026-06-02\|10.66\|-0.19\|10.78\|10.87\|10.49\|185573;2026-06-03\|10.71\|0.47\|10.79\|10.94\|10.47\|202461;2026-06-04\|11.20\|4.58\|10.68\|11.36\|10.57\|261522;2026-06-05\|10.84\|-3.21\|11.19\|11.55\|10.81\|303366;2026-06-08\|10.10\|-6.83\|10.37\|10.60\|9.98\|234412;2026-06-09\|10.57\|4.65\|10.24\|10.65\|9.96\|171998;2026-06-10\|10.71\|1.32\|10.35\|11.18\|10.34\|205240;2026-06-11\|10.55\|-1.49\|10.64\|10.81\|10.19\|161931;2026-06-12\|10.15\|-3.79\|10.60\|10.82\|10.07\|207492;2026-06-15\|10.35\|1.97\|10.16\|10.42\|9.99\|232655;2026-06-16\|11.00\|6.28\|10.35\|11.29\|10.21\|291354;2026-06-17\|10.77\|-2.09\|10.95\|11.03\|10.66\|200520;2026-06-18\|10.71\|-0.56\|10.65\|10.75\|10.20\|224172;2026-06-22\|9.82\|-8.31\|10.90\|11.43\|9.64\|464802;2026-06-23\|10.80\|9.98\|10.02\|10.80\|9.67\|233442;2026-06-24\|11.88\|10.00\|11.23\|11.88\|10.82\|683281;2026-06-25\|13.07\|10.02\|13.07\|13.07\|13.07\|149548;2026-06-26\|14.38\|10.02\|13.59\|14.38\|13.13\|1513870;2026-06-29\|13.98\|-2.78\|14.20\|14.90\|13.50\|1109184;2026-06-30\|13.03\|-6.80\|13.70\|13.97\|12.58\|1023712;2026-07-01\|12.85\|-1.38\|12.80\|13.83\|12.58\|871541;2026-07-02\|12.63\|-1.71\|12.25\|13.43\|12.01\|642889;2026-07-03\|11.93\|-5.54\|12.36\|12.62\|11.71\|557748;2026-07-06\|10.99\|-7.88\|11.92\|12.20\|10.93\|475104;2026-07-07\|11.15\|1.46\|11.15\|11.66\|10.66\|521460;2026-07-08\|10.45\|-6.28\|11.13\|11.28\|10.43\|350360;2026-07-09\|10.76\|2.97\|10.60\|11.13\|10.28\|347212;2026-07-10\|10.31\|-4.18\|10.62\|10.91\|10.30\|304822;2026-07-13\|9.28\|-9.99\|10.11\|10.20\|9.28\|355892;2026-07-14\|9.39\|1.19\|9.22\|9.65\|9.04\|251798;2026-07-15\|9.19\|-2.13\|9.39\|9.53\|9.10\|212915;2026-07-16\|8.62\|-6.20\|9.08\|9.16\|8.53\|278668;2026-07-17\|7.89\|-8.47\|8.50\|8.60\|7.77\|358069;2026-07-20\|7.10\|-10.01\|7.99\|7.99\|7.10\|440524;2026-07-21\|7.31\|2.96\|7.20\|7.31\|6.39\|470271;2026-07-22\|7.00\|-4.24\|7.29\|7.33\|6.93\|284517;2026-07-23\|7.34\|4.86\|7.01\|7.42\|6.95\|309819;2026-07-24\|7.09\|-3.41\|7.27\|7.44\|7.08\|247434;2026-07-27\|7.53\|6.21\|7.09\|7.57\|6.93\|269251;2026-07-28\|7.25\|-3.72\|7.46\|7.70\|7.18\|218251;2026-07-29\|7.16\|-1.24\|7.25\|7.26\|6.91\|293934;2026-07-30\|6.84\|-4.47\|7.18\|7.23\|6.70\|248669;2026-07-31\|7.01\|2.49\|7.09\|7.32\|7.01\|228740;2026-08-03\|7.10\|1.28\|7.03\|7.13\|6.94\|173692;2026-08-04\|7.34\|3.38\|7.12\|7.37\|7.11\|229893;2026-08-05\|7.70\|4.90\|7.31\|7.75\|7.26\|359476;2026-08-06\|8.47\|10.00\|7.48\|8.47\|7.44\|371196;2026-08-07\|8.46\|-0.12\|8.68\|8.73\|8.00\|731239;2026-08-10\|8.29\|-2.01\|8.46\|8.49\|8.10\|371740;2026-08-11\|8.22\|-0.84\|8.21\|8.29\|8.08\|211942;2026-08-12\|8.56\|4.14\|8.23\|8.69\|8.19\|303468;2026-08-13\|8.38\|-2.10\|8.65\|8.78\|8.33\|274056;2026-08-14\|8.31\|-0.84\|8.40\|8.45\|8.19\|195711;2026-08-17\|8.50\|2.29\|8.24\|8.54\|8.24\|199798;2026-08-18\|8.48\|-0.24\|8.48\|8.65\|8.34\|217387;2026-08-19\|7.96\|-6.13\|8.28\|8.48\|7.92\|217586;2026-08-20\|8.03\|0.88\|8.03\|8.19\|7.90\|156797;2026-08-21\|7.97\|-0.75\|8.04\|8.10\|7.84\|163133;2026-08-24\|7.74\|-2.89\|7.90\|7.99\|7.56\|194868;2026-08-25\|7.76\|0.26\|7.74\|7.82\|7.47\|143723;2026-08-26\|7.78\|0.26\|8.01\|8.08\|7.62\|163093;2026-08-27\|8.13\|4.50\|7.75\|8.25\|7.73\|225808;2026-08-28\|8.29\|1.97\|8.05\|8.45\|8.05\|201517;2026-08-31\|8.24\|-0.60\|8.18\|8.27\|8.11\|132005;2026-09-01\|8.00\|-2.91\|8.40\|8.40\|7.99\|159928;2026-09-02\|7.95\|-0.62\|7.92\|8.05\|7.76\|200795;2026-09-03\|8.00\|0.63\|7.92\|8.09\|7.86\|139738;2026-09-04\|7.89\|-1.38\|8.05\|8.18\|7.82\|156839;2026-09-07\|7.90\|0.13\|7.92\|7.98\|7.81\|108591;2026-09-08\|8.04\|1.77\|7.90\|8.16\|7.90\|148189;2026-09-09\|8.23\|2.36\|8.00\|8.57\|8.00\|280276;2026-09-10\|8.05\|-2.19\|8.13\|8.28\|8.01\|202934;2026-09-11\|8.06\|0.12\|7.95\|8.15\|7.75\|193213;2026-09-14\|8.21\|1.86\|7.99\|8.30\|7.84\|186469
116688	MPO、FAU、CPO等行业新技术受关注	CPO+光芯片+碳化硅+化合物半导体行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月17日互动易，公司应用于400G、800G光模块的光芯片已批量出货，应用于1.6T光模块的光芯片已向客户送样验证；针对CPO技术应用场景，公司可提供CW光源、EML、Micro LED等光芯片产品，可满足CPO技术在高速光互连、数据中心等核心领域的应用需求。 2、据2026年6月17日互动易，公司12吋碳化硅衬底已向客户送样验证；据2026年4月25日年报，湖南三安是国内为数不多的碳化硅全链垂直整合制造服务平台，产品广泛应用于新能源汽车、光伏储能、AI数据中心服务器等领域。 3、据2026年4月25日年报，公司是国内化合物半导体领域产销规模居首的龙头企业，掌握的核心技术与研发能力已达到国际先进水平，系“高能效氮化物长波长发光材料”及“集成电路宽禁带半导体方向”领域的“双链主”单位。	首批稳定量产Mini/Micro LED芯片制造商之一；公司可提供用于光模块的激光器、探测器产品，目前高速产品已实现批量出货	2026-05-11\|16.04\|4.97\|15.62\|16.33\|15.60\|3697353;2026-05-12\|16.72\|4.24\|16.11\|17.00\|15.95\|4031943;2026-05-13\|16.84\|0.72\|16.39\|17.15\|16.18\|3415873;2026-05-14\|17.45\|3.62\|16.96\|18.04\|16.95\|4232864;2026-05-15\|16.16\|-7.39\|17.69\|17.88\|15.90\|4659033;2026-05-18\|16.18\|0.12\|15.69\|16.75\|15.69\|2832619;2026-05-19\|16.85\|4.14\|16.10\|16.98\|15.64\|3144009;2026-05-20\|16.75\|-0.59\|16.60\|17.08\|16.39\|2592493;2026-05-21\|15.70\|-6.27\|17.30\|17.47\|15.65\|3243008;2026-05-22\|16.20\|3.18\|15.99\|16.35\|15.75\|2035898;2026-05-25\|16.13\|-0.43\|16.25\|16.53\|15.75\|2206954;2026-05-26\|15.85\|-1.74\|16.05\|16.16\|15.60\|2090676;2026-05-27\|16.61\|4.79\|15.95\|17.42\|15.89\|4345938;2026-05-28\|16.85\|1.44\|16.30\|17.05\|16.11\|2809017;2026-05-29\|15.64\|-7.18\|17.00\|17.17\|15.50\|3585497;2026-06-01\|15.16\|-3.07\|15.64\|15.96\|15.09\|2118760;2026-06-02\|15.16\|0.00\|15.20\|15.47\|14.59\|2002947;2026-06-03\|15.51\|2.31\|15.43\|16.58\|15.25\|3245769;2026-06-04\|17.06\|9.99\|15.47\|17.06\|15.41\|2746189;2026-06-05\|16.91\|-0.88\|17.06\|17.60\|16.68\|4611966;2026-06-08\|16.45\|-2.72\|16.11\|17.50\|16.11\|3235138;2026-06-09\|17.30\|5.17\|16.88\|17.31\|16.05\|3511109;2026-06-10\|15.57\|-10.00\|16.78\|16.84\|15.57\|3839648;2026-06-11\|15.26\|-1.99\|15.02\|15.59\|14.78\|2154369;2026-06-12\|13.92\|-8.78\|14.48\|15.18\|13.89\|4319917;2026-06-15\|15.31\|9.99\|13.97\|15.31\|13.97\|3189355;2026-06-16\|16.84\|9.99\|15.70\|16.84\|15.56\|4668854;2026-06-17\|17.16\|1.90\|16.96\|17.43\|16.79\|3531051;2026-06-18\|17.54\|2.21\|17.71\|18.00\|17.26\|3017996;2026-06-22\|19.29\|9.98\|18.91\|19.29\|18.68\|3728794;2026-06-23\|19.83\|2.80\|19.50\|20.52\|19.03\|5559688;2026-06-24\|21.81\|9.98\|19.30\|21.81\|19.30\|2303851;2026-06-25\|21.67\|-0.64\|22.35\|22.88\|21.09\|6869531;2026-06-26\|21.73\|0.28\|21.55\|23.18\|21.41\|5432212;2026-06-29\|21.06\|-3.08\|22.40\|22.89\|20.07\|5276839;2026-06-30\|21.22\|0.76\|20.68\|21.74\|20.38\|3850038;2026-07-01\|19.84\|-6.50\|21.14\|21.60\|19.58\|4669320;2026-07-02\|19.04\|-4.03\|19.12\|20.20\|18.52\|3190176;2026-07-03\|18.23\|-4.25\|19.05\|19.38\|18.21\|2713557;2026-07-06\|17.35\|-4.83\|18.49\|18.90\|17.00\|2853942;2026-07-07\|17.78\|2.48\|17.33\|18.30\|16.99\|3260180;2026-07-08\|16.65\|-6.36\|17.80\|17.95\|16.41\|2739367;2026-07-09\|17.80\|6.91\|16.90\|17.82\|16.55\|2898209;2026-07-10\|16.94\|-4.83\|18.10\|18.69\|16.93\|3322107;2026-07-13\|15.73\|-7.14\|16.51\|17.10\|15.56\|2367899;2026-07-14\|14.97\|-4.83\|14.83\|15.34\|14.16\|3525347;2026-07-15\|14.25\|-4.81\|15.00\|15.10\|14.20\|2035774;2026-07-16\|13.59\|-4.63\|14.03\|14.40\|13.42\|1895459;2026-07-17\|12.45\|-8.39\|13.42\|13.45\|12.33\|2108112;2026-07-20\|11.60\|-6.83\|12.70\|12.80\|11.35\|2079232;2026-07-21\|12.48\|7.59\|11.78\|12.50\|10.84\|2627418;2026-07-22\|12.29\|-1.52\|12.19\|12.76\|12.13\|2026215;2026-07-23\|12.13\|-1.30\|12.30\|12.41\|11.94\|1384972;2026-07-24\|11.77\|-2.97\|11.89\|12.19\|11.77\|1121567;2026-07-27\|12.33\|4.76\|11.72\|12.33\|11.64\|1487506;2026-07-28\|12.12\|-1.70\|12.08\|12.56\|12.02\|1426835;2026-07-29\|12.25\|1.07\|12.01\|12.31\|11.52\|1595518;2026-07-30\|11.81\|-3.59\|12.07\|12.22\|11.71\|1324691;2026-07-31\|12.24\|3.64\|12.32\|12.55\|12.16\|1870122;2026-08-03\|12.22\|-0.16\|12.00\|12.28\|11.83\|1237311;2026-08-04\|12.70\|3.93\|12.35\|12.77\|12.35\|1722981;2026-08-05\|13.35\|5.12\|12.66\|13.50\|12.59\|2418969;2026-08-06\|13.71\|2.70\|13.14\|13.98\|13.11\|2527123;2026-08-07\|14.40\|5.03\|13.82\|14.90\|13.69\|2925030;2026-08-10\|13.82\|-4.03\|14.40\|14.51\|13.66\|2330671;2026-08-11\|13.46\|-2.60\|13.51\|13.79\|13.42\|1529284;2026-08-12\|13.67\|1.56\|13.41\|13.77\|13.38\|1286192;2026-08-13\|13.51\|-1.17\|13.80\|14.07\|13.51\|1769541;2026-08-14\|13.58\|0.52\|13.52\|13.63\|13.25\|1257544;2026-08-17\|14.15\|4.20\|13.66\|14.18\|13.60\|1867874;2026-08-18\|14.83\|4.81\|14.10\|14.93\|14.03\|2678415;2026-08-19\|13.51\|-8.90\|14.15\|14.28\|13.40\|2087398;2026-08-20\|13.75\|1.78\|13.70\|13.86\|13.46\|1208688;2026-08-21\|13.79\|0.29\|13.58\|13.95\|13.40\|1100009;2026-08-24\|12.88\|-6.60\|13.65\|13.65\|12.79\|1497840;2026-08-25\|13.22\|2.64\|12.65\|13.32\|12.57\|1139137;2026-08-26\|13.03\|-1.44\|13.18\|13.25\|12.91\|861132;2026-08-27\|13.31\|2.15\|13.06\|13.38\|12.96\|1071427;2026-08-28\|13.12\|-1.43\|13.31\|13.52\|13.11\|961988;2026-08-31\|13.09\|-0.23\|12.88\|13.10\|12.75\|850862;2026-09-01\|12.94\|-1.15\|13.16\|13.16\|12.86\|740034;2026-09-02\|12.63\|-2.40\|12.76\|12.85\|12.58\|703865;2026-09-03\|13.89\|9.98\|13.10\|13.89\|13.09\|2510281;2026-09-04\|13.23\|-4.75\|13.80\|13.89\|13.20\|2697874;2026-09-07\|13.05\|-1.36\|13.17\|13.33\|12.85\|1291696;2026-09-08\|12.86\|-1.46\|13.09\|13.10\|12.75\|1094874;2026-09-09\|12.85\|-0.08\|12.92\|13.06\|12.75\|894869;2026-09-10\|12.62\|-1.79\|12.72\|12.79\|12.55\|720243;2026-09-11\|12.43\|-1.51\|12.40\|12.49\|12.14\|901183;2026-09-14\|12.59\|1.29\|12.37\|12.74\|12.25\|811179
116687	MPO、FAU、CPO等行业新技术受关注	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-05-11\|22.73\|10.02\|22.73\|22.73\|22.23\|873185;2026-05-12\|25.00\|9.99\|24.50\|25.00\|23.31\|1280051;2026-05-13\|26.95\|7.80\|25.01\|27.45\|25.01\|2850998;2026-05-14\|24.65\|-8.53\|26.16\|26.39\|24.38\|2297473;2026-05-15\|22.59\|-8.36\|24.07\|24.43\|22.26\|1976095;2026-05-18\|23.69\|4.87\|22.88\|24.85\|22.65\|1848241;2026-05-19\|23.69\|0.00\|23.17\|23.83\|22.51\|1478859;2026-05-20\|24.15\|1.94\|23.46\|24.88\|22.81\|1805552;2026-05-21\|21.74\|-9.98\|23.93\|23.93\|21.74\|1525473;2026-05-22\|22.80\|4.88\|22.58\|22.83\|22.02\|1212650;2026-05-25\|23.58\|3.42\|23.21\|23.76\|21.99\|1422804;2026-05-26\|21.75\|-7.76\|23.42\|23.55\|21.22\|1375454;2026-05-27\|21.24\|-2.34\|21.61\|22.22\|20.81\|1275677;2026-05-28\|23.12\|8.85\|20.89\|23.36\|20.61\|1803733;2026-05-29\|23.93\|3.50\|23.00\|24.86\|22.01\|2388106;2026-06-01\|23.20\|-3.05\|23.61\|24.70\|22.48\|1841859;2026-06-02\|25.09\|8.15\|22.52\|25.20\|22.52\|2420991;2026-06-03\|24.39\|-2.79\|25.01\|26.50\|24.00\|2710396;2026-06-04\|26.83\|10.00\|23.52\|26.83\|23.52\|2260459;2026-06-05\|24.82\|-7.49\|26.42\|28.58\|24.65\|2972135;2026-06-08\|25.10\|1.13\|22.36\|26.68\|22.36\|2490141;2026-06-09\|26.60\|5.98\|25.80\|26.76\|24.78\|2257897;2026-06-10\|24.29\|-8.68\|25.81\|25.98\|23.94\|1736489;2026-06-11\|24.06\|-0.95\|24.16\|24.86\|23.50\|1200241;2026-06-12\|22.73\|-5.53\|24.70\|25.13\|22.55\|1788554;2026-06-15\|24.13\|6.16\|23.66\|24.13\|22.70\|1837948;2026-06-16\|26.10\|8.16\|24.37\|26.54\|23.91\|2468229;2026-06-17\|28.71\|10.00\|26.11\|28.71\|25.66\|1882733;2026-06-18\|31.58\|10.00\|30.01\|31.58\|30.01\|554442;2026-06-22\|34.00\|7.66\|34.28\|34.74\|32.53\|2791293;2026-06-23\|33.68\|-0.94\|34.59\|35.50\|32.58\|1726219;2026-06-24\|37.05\|10.01\|33.68\|37.05\|33.68\|471021;2026-06-25\|38.50\|3.91\|39.55\|39.71\|37.00\|2060446;2026-06-26\|36.15\|-6.10\|37.32\|38.11\|34.65\|1868289;2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1335913;2026-07-14\|20.86\|4.98\|19.88\|20.86\|19.12\|1201504;2026-07-15\|20.37\|-2.35\|21.76\|21.93\|20.33\|1178872;2026-07-16\|19.00\|-6.73\|19.89\|20.41\|18.70\|1186013;2026-07-17\|17.16\|-9.68\|19.04\|19.41\|17.10\|1135387;2026-07-20\|16.87\|-1.69\|17.86\|18.88\|16.03\|1830101;2026-07-21\|17.23\|2.13\|17.05\|17.35\|15.18\|2201138;2026-07-22\|16.46\|-4.47\|16.66\|17.66\|16.25\|1728912;2026-07-23\|16.57\|0.67\|16.65\|17.62\|16.22\|1647278;2026-07-24\|15.71\|-5.19\|16.12\|16.57\|15.63\|955608;2026-07-27\|16.57\|5.47\|15.81\|17.28\|15.60\|1904930;2026-07-28\|15.50\|-6.46\|15.88\|16.62\|15.25\|1466806;2026-07-29\|14.83\|-4.32\|15.45\|15.50\|14.18\|1295970;2026-07-30\|13.80\|-6.95\|14.65\|15.18\|13.44\|1209662;2026-07-31\|13.96\|1.16\|14.60\|15.18\|13.90\|2022735;2026-08-03\|13.86\|-0.72\|13.66\|14.01\|13.50\|1024711;2026-08-04\|14.60\|5.34\|14.17\|14.79\|13.98\|1347516;2026-08-05\|16.06\|10.00\|14.30\|16.06\|14.28\|1315263;2026-08-06\|16.52\|2.86\|15.90\|16.75\|15.73\|2048438;2026-08-07\|17.26\|4.48\|16.80\|17.42\|16.33\|1767537;2026-08-10\|17.37\|0.64\|17.52\|17.88\|16.67\|1524126;2026-08-11\|17.13\|-1.38\|17.25\|17.63\|16.72\|1144810;2026-08-12\|18.84\|9.98\|17.30\|18.84\|17.00\|815055;2026-08-13\|18.94\|0.53\|20.68\|20.72\|18.68\|3303777;2026-08-14\|19.65\|3.75\|18.82\|19.95\|18.06\|2928491;2026-08-17\|20.30\|3.31\|19.58\|20.48\|19.03\|2665143;2026-08-18\|19.47\|-4.09\|20.01\|20.37\|19.21\|1796619;2026-08-19\|17.52\|-10.02\|18.32\|19.03\|17.52\|1496614;2026-08-20\|19.27\|9.99\|17.91\|19.27\|17.18\|2247407;2026-08-21\|21.20\|10.02\|20.06\|21.20\|19.47\|3583261;2026-08-24\|20.81\|-1.84\|22.00\|22.24\|20.25\|2986076;2026-08-25\|21.40\|2.84\|20.66\|22.04\|19.60\|2856683;2026-08-26\|22.48\|5.05\|21.72\|23.45\|20.28\|3392435;2026-08-27\|23.64\|5.16\|22.44\|24.20\|22.15\|3021195;2026-08-28\|22.23\|-5.96\|23.08\|23.55\|22.16\|2477541;2026-08-31\|22.22\|-0.04\|21.12\|22.44\|21.12\|1589347;2026-09-01\|21.15\|-4.82\|22.00\|22.09\|21.13\|1359608;2026-09-02\|21.46\|1.47\|20.74\|21.99\|20.71\|1499832;2026-09-03\|21.06\|-1.86\|21.51\|21.71\|20.65\|1282850;2026-09-04\|20.38\|-3.23\|21.20\|21.60\|20.20\|1459620;2026-09-07\|21.10\|3.53\|20.67\|21.29\|20.40\|1211556;2026-09-08\|21.45\|1.66\|21.12\|21.99\|20.90\|1789018;2026-09-09\|22.22\|3.59\|21.94\|22.57\|21.50\|1956987;2026-09-10\|21.02\|-5.40\|21.61\|22.00\|21.00\|1233708;2026-09-11\|21.19\|0.81\|20.10\|21.48\|20.10\|1246619;2026-09-14\|20.21\|-4.62\|20.61\|20.64\|19.74\|1096198
116686	建滔积层板再度涨价	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商，25年净利润同比增长91.75%； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720
116685	建滔积层板再度涨价	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228;2026-09-11\|125.25\|-0.25\|122.60\|126.33\|120.18\|160876;2026-09-14\|124.20\|-0.84\|121.39\|126.67\|118.33\|141202
116684	建滔积层板再度涨价	固态电池+电子电路铜箔+锂电铜箔+扭亏 1、据2026年2月24日互动易，公司关于固态电池产业发展方向已战略布局锂-铜金属一体化复合负极材料等相关技术，部分技术、工艺已经申请了发明专利，目前正在进行中试线设计建设等相关工作。 2、据2025年半年报，公司主要产品按应用领域分类包括锂电铜箔和电子电路铜箔。公司生产的电子电路铜箔主要产品规格为8μm至210μm，覆盖规格广泛，9μmHDI用极薄铜箔、HVLP、RTF铜箔等已批量出货。 3、据2025年11月13日互动易，公司新建10000吨高端电子电路箔产能正在建设中，预计12月开始逐步试生产。公司高频高速铜箔产品已实现生产和销售，公司将持续进行相关技术和产品的创新、迭代升级及市场开拓。 4、据2026年1月27日业绩预告，公司预计2025年净利润6000–8000万元，同比扭亏，主因铜箔加工费回升、高附加值产品占比提升及工艺优化降本。	1、公司高频高速铜箔已向头部PCB客户批量供货； 2、公司已具备固态电池用锂-铜一体化复合负极材料技术	2026-05-11\|72.70\|3.86\|70.10\|73.05\|68.19\|148584;2026-05-12\|77.35\|6.40\|71.84\|79.97\|71.03\|186965;2026-05-13\|81.68\|5.60\|75.05\|83.94\|74.61\|155927;2026-05-14\|76.09\|-6.84\|81.00\|81.68\|75.60\|151349;2026-05-15\|73.29\|-3.68\|77.00\|77.59\|72.50\|108703;2026-05-18\|71.55\|-2.37\|73.31\|75.10\|70.59\|109603;2026-05-19\|71.75\|0.28\|71.10\|72.60\|69.26\|86803;2026-05-20\|71.85\|0.14\|71.00\|72.40\|68.30\|97515;2026-05-21\|66.38\|-7.61\|72.33\|73.49\|65.50\|130722;2026-05-22\|70.68\|6.48\|66.81\|71.45\|66.66\|119399;2026-05-25\|68.14\|-3.59\|70.69\|72.48\|66.77\|126458;2026-05-26\|68.40\|0.38\|67.50\|68.98\|64.62\|107036;2026-05-27\|63.46\|-7.22\|68.00\|68.00\|62.39\|136578;2026-05-28\|65.33\|2.95\|64.01\|66.90\|62.01\|152843;2026-05-29\|65.80\|0.72\|65.33\|69.06\|64.66\|140715;2026-06-01\|63.31\|-3.78\|64.80\|66.80\|63.03\|87774;2026-06-02\|62.44\|-1.37\|63.30\|64.27\|60.60\|79657;2026-06-03\|61.81\|-1.01\|62.60\|63.70\|60.85\|87774;2026-06-04\|58.81\|-4.85\|60.65\|61.29\|58.35\|131667;2026-06-05\|57.65\|-1.97\|58.69\|59.66\|56.71\|89289;2026-06-08\|54.38\|-5.67\|55.80\|56.51\|53.33\|97554;2026-06-09\|59.25\|8.96\|55.86\|59.36\|55.00\|115875;2026-06-10\|59.68\|0.73\|58.50\|60.40\|58.05\|98529;2026-06-11\|59.31\|-0.62\|59.08\|60.70\|57.95\|100565;2026-06-12\|64.30\|8.41\|60.32\|66.00\|59.59\|179315;2026-06-15\|51.82\|12.41\|48.00\|52.52\|47.20\|309856;2026-06-16\|54.51\|5.19\|52.30\|55.89\|51.10\|404918;2026-06-17\|61.01\|11.92\|53.00\|65.41\|53.00\|478137;2026-06-18\|63.98\|4.87\|59.28\|65.70\|59.21\|374595;2026-06-22\|62.00\|-3.09\|63.99\|65.20\|58.80\|343699;2026-06-23\|57.78\|-6.81\|60.50\|60.88\|57.00\|235944;2026-06-24\|67.89\|17.50\|57.67\|69.00\|57.00\|364632;2026-06-25\|69.88\|2.93\|66.67\|72.24\|66.33\|317071;2026-06-26\|66.43\|-4.94\|69.90\|69.90\|65.62\|206314;2026-06-29\|62.65\|-5.69\|67.15\|68.40\|60.02\|234353;2026-06-30\|63.11\|0.73\|61.90\|63.87\|61.56\|179229;2026-07-01\|61.08\|-3.22\|63.11\|64.10\|60.64\|182874;2026-07-02\|57.91\|-5.19\|58.64\|61.33\|57.55\|141823;2026-07-03\|56.80\|-1.92\|58.38\|60.74\|55.98\|168971;2026-07-06\|54.75\|-3.61\|56.53\|60.50\|54.22\|136599;2026-07-07\|52.69\|-3.76\|54.71\|56.14\|51.00\|177159;2026-07-08\|49.57\|-5.92\|52.68\|53.47\|49.49\|153595;2026-07-09\|50.25\|1.37\|50.57\|50.98\|47.10\|145068;2026-07-10\|49.35\|-1.79\|50.25\|54.36\|49.27\|170364;2026-07-13\|44.45\|-9.93\|49.05\|49.74\|44.22\|155320;2026-07-14\|47.43\|6.70\|44.61\|47.58\|44.16\|163505;2026-07-15\|44.64\|-5.88\|48.28\|49.70\|44.50\|138186;2026-07-16\|42.80\|-4.12\|43.25\|45.62\|42.37\|127248;2026-07-17\|38.79\|-9.37\|42.97\|43.70\|38.18\|145546;2026-07-20\|33.31\|-14.13\|39.42\|39.69\|32.23\|228374;2026-07-21\|35.88\|7.72\|33.45\|35.99\|28.78\|257467;2026-07-22\|36.19\|0.86\|39.41\|39.93\|35.98\|298199;2026-07-23\|37.07\|2.43\|36.91\|38.56\|35.90\|234117;2026-07-24\|35.01\|-5.56\|36.35\|36.90\|35.01\|171093;2026-07-27\|37.55\|7.26\|35.26\|37.58\|35.07\|212650;2026-07-28\|35.06\|-6.63\|36.76\|37.98\|34.74\|154621;2026-07-29\|35.14\|0.23\|35.00\|35.60\|33.75\|158919;2026-07-30\|32.10\|-8.65\|35.01\|35.11\|31.41\|216866;2026-07-31\|32.98\|2.74\|34.48\|35.63\|32.95\|205598;2026-08-03\|31.89\|-3.31\|32.78\|33.27\|31.54\|137173;2026-08-04\|34.24\|7.37\|32.38\|34.63\|31.68\|169450;2026-08-05\|36.53\|6.69\|34.00\|37.06\|33.66\|205182;2026-08-06\|37.45\|2.52\|35.87\|38.10\|35.86\|224012;2026-08-07\|40.91\|9.24\|37.80\|41.97\|36.91\|363637;2026-08-10\|39.45\|-3.57\|40.64\|41.41\|38.51\|271479;2026-08-11\|38.83\|-1.57\|39.03\|39.83\|38.48\|161052;2026-08-12\|39.27\|1.13\|38.85\|39.80\|38.60\|136805;2026-08-13\|39.00\|-0.69\|42.00\|42.56\|38.88\|278928;2026-08-14\|40.55\|3.97\|39.62\|40.67\|39.18\|219841;2026-08-17\|42.16\|3.97\|40.56\|42.30\|40.56\|203333;2026-08-18\|41.00\|-2.75\|42.16\|42.60\|40.41\|170226;2026-08-19\|38.10\|-7.07\|39.70\|40.86\|37.80\|147118;2026-08-20\|38.10\|0.00\|38.82\|39.26\|37.65\|106894;2026-08-21\|39.45\|3.54\|37.76\|40.18\|37.20\|142389;2026-08-24\|38.62\|-2.10\|39.60\|39.78\|37.30\|120822;2026-08-25\|38.64\|0.05\|38.11\|39.23\|36.78\|108439;2026-08-26\|38.85\|0.54\|38.88\|39.29\|37.77\|104939;2026-08-27\|40.20\|3.47\|39.21\|40.29\|38.06\|166469;2026-08-28\|39.10\|-2.74\|40.40\|41.20\|39.08\|230757;2026-08-31\|40.45\|3.45\|38.32\|40.73\|38.11\|219732;2026-09-01\|38.12\|-5.76\|40.41\|40.44\|38.08\|192301;2026-09-02\|37.20\|-2.41\|37.26\|37.82\|37.06\|104442;2026-09-03\|37.35\|0.40\|37.60\|38.00\|36.60\|106610;2026-09-04\|36.11\|-3.32\|37.50\|38.88\|35.81\|155451;2026-09-07\|38.16\|5.68\|36.70\|38.46\|36.16\|174848;2026-09-08\|37.39\|-2.02\|37.90\|38.33\|37.03\|113075;2026-09-09\|37.99\|1.60\|37.78\|38.80\|37.63\|134651;2026-09-10\|38.71\|1.90\|37.62\|39.69\|37.24\|152927;2026-09-11\|38.39\|-0.83\|38.44\|38.94\|36.48\|169400;2026-09-14\|38.97\|1.51\|37.90\|39.55\|37.05\|142523
116683	建滔积层板再度涨价	电子布涨价+AI算力+季报增长+云南国资行业原因： 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、据证券时报2026年6月15日报道，受益于AI算力需求拉动，电子布已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%；据2026年6月11日互动易，公司建有完善的定价机制，产品价格将结合市场需求动态管理。 2、据2026年5月13日机构调研，公司自研低介电二代玻璃纤维布已应用于AI服务器等高端设备领域；目前相关产品产能满负荷运行，在手订单储备充足，正全力推进年产3600万米高频高速电子纤维布项目建设；据2026年5月18日互动易，公司低介电玻璃纤维是制造高速、高频电路板的关键基础材料。 3、据2026年4月28日公告，公司一季度归母净利润2.70亿元，同比增长412.94%，主要系电子布产销规模扩大、产品价格上行、成本控制及产品结构优化综合作用所致。 4、公司控股股东为云天化集团，实控人为云南省国资委。	公司电子级玻璃纤维主要应用于印制电路板，拟投资16.93亿元建设3600万米高频高速电子纤维布项目，切入高端PCB材料	2026-05-11\|18.41\|-1.02\|18.90\|19.27\|17.60\|1732519;2026-05-12\|17.75\|-3.58\|18.19\|18.20\|17.05\|1928452;2026-05-13\|20.32\|14.48\|17.40\|20.58\|17.27\|2809642;2026-05-14\|19.10\|-6.00\|20.00\|20.20\|19.10\|1856959;2026-05-15\|18.71\|-2.04\|19.50\|20.36\|18.43\|2187025;2026-05-18\|18.70\|-0.05\|18.39\|19.44\|17.90\|1520501;2026-05-19\|18.70\|0.00\|18.52\|18.84\|17.67\|1273301;2026-05-20\|18.78\|0.43\|18.37\|19.45\|17.91\|1385615;2026-05-21\|17.81\|-5.17\|19.02\|19.74\|17.76\|1873542;2026-05-22\|20.49\|15.05\|17.93\|20.64\|17.90\|2854616;2026-05-25\|21.56\|5.22\|21.01\|21.83\|20.45\|2157632;2026-05-26\|22.80\|5.75\|20.81\|23.07\|20.55\|2446577;2026-05-27\|21.58\|-5.35\|22.10\|22.79\|21.32\|1610196;2026-05-28\|24.78\|14.83\|21.20\|25.00\|21.20\|2128080;2026-05-29\|23.35\|-5.77\|24.76\|24.87\|23.02\|1771335;2026-06-01\|21.36\|-8.52\|22.86\|23.00\|20.80\|1906086;2026-06-02\|23.18\|8.52\|21.28\|23.66\|20.95\|1865977;2026-06-03\|22.01\|-5.05\|22.93\|23.11\|21.60\|2090548;2026-06-04\|22.69\|3.09\|21.62\|23.30\|21.50\|1609184;2026-06-05\|21.75\|-4.14\|23.00\|23.70\|21.46\|1844223;2026-06-08\|21.98\|1.06\|20.00\|22.15\|20.00\|1505727;2026-06-09\|25.36\|15.38\|23.50\|25.40\|22.88\|2373422;2026-06-10\|25.21\|-0.59\|24.81\|25.89\|24.55\|1836460;2026-06-11\|26.45\|4.92\|25.08\|27.22\|24.30\|1950801;2026-06-12\|28.44\|7.52\|26.95\|30.31\|26.92\|2373924;2026-06-15\|34.13\|20.01\|29.45\|34.13\|29.45\|1904432;2026-06-16\|38.68\|13.33\|35.72\|39.59\|35.72\|2125701;2026-06-17\|40.23\|4.01\|37.20\|43.60\|37.18\|2406839;2026-06-18\|40.89\|1.64\|39.51\|41.78\|38.75\|1820937;2026-06-22\|41.60\|1.74\|41.20\|42.49\|39.88\|1844445;2026-06-23\|38.25\|-8.05\|41.00\|41.50\|37.84\|1737662;2026-06-24\|44.98\|17.59\|38.26\|45.90\|38.26\|2129880;2026-06-25\|47.88\|6.45\|42.95\|49.20\|42.60\|1737232;2026-06-26\|52.27\|9.17\|48.85\|54.10\|48.84\|1778775;2026-06-29\|47.82\|-8.51\|52.27\|52.27\|45.70\|2245847;2026-06-30\|46.67\|-2.40\|47.36\|48.99\|45.30\|1984956;2026-07-01\|46.75\|0.17\|48.00\|48.92\|45.68\|1689901;2026-07-02\|45.19\|-3.30\|43.50\|47.70\|42.90\|1436440;2026-07-03\|46.99\|3.98\|45.00\|50.41\|43.87\|2155540;2026-07-06\|40.66\|-13.47\|47.64\|48.53\|40.32\|2367343;2026-07-07\|40.30\|-0.89\|41.47\|42.31\|39.51\|1570707;2026-07-08\|37.16\|-7.79\|40.90\|41.75\|37.02\|1852004;2026-07-09\|38.85\|4.55\|37.91\|39.77\|36.33\|1845158;2026-07-10\|37.77\|-2.78\|40.12\|43.00\|37.50\|1979192;2026-07-13\|33.96\|-10.09\|36.41\|37.45\|33.22\|1840849;2026-07-14\|39.08\|15.08\|33.67\|40.00\|33.61\|1993001;2026-07-15\|37.00\|-5.32\|40.09\|41.28\|36.71\|1473310;2026-07-16\|34.80\|-5.95\|35.39\|37.12\|33.82\|1410418;2026-07-17\|31.59\|-9.22\|34.20\|34.99\|31.00\|1449885;2026-07-20\|26.70\|-15.48\|33.00\|33.47\|25.44\|2012075;2026-07-21\|29.80\|11.61\|27.55\|30.36\|24.05\|2207243;2026-07-22\|27.29\|-8.42\|29.02\|30.28\|27.16\|1835087;2026-07-23\|26.71\|-2.13\|27.78\|29.20\|26.51\|1339341;2026-07-24\|25.70\|-3.78\|26.23\|26.79\|25.35\|1077856;2026-07-27\|30.84\|20.00\|26.13\|30.84\|25.99\|2255540;2026-07-28\|28.87\|-6.39\|30.90\|31.09\|28.44\|1907060;2026-07-29\|30.20\|4.61\|28.89\|31.25\|27.73\|3121036;2026-07-30\|32.93\|9.04\|29.88\|35.47\|29.68\|3649861;2026-07-31\|31.99\|-2.85\|35.88\|36.80\|31.89\|3216851;2026-08-03\|27.88\|-12.85\|30.88\|31.30\|27.30\|2366646;2026-08-04\|29.98\|7.53\|27.76\|30.84\|27.30\|2404133;2026-08-05\|34.19\|14.04\|28.80\|35.00\|28.78\|2930915;2026-08-06\|35.20\|2.95\|32.89\|36.39\|32.89\|2465042;2026-08-07\|38.32\|8.86\|35.83\|40.69\|34.60\|3005330;2026-08-10\|38.12\|-0.52\|38.34\|38.74\|36.20\|2503647;2026-08-11\|39.39\|3.33\|37.79\|40.54\|36.81\|2334167;2026-08-12\|38.75\|-1.62\|38.37\|39.72\|37.88\|1703115;2026-08-13\|36.44\|-5.96\|39.51\|40.30\|36.31\|2072717;2026-08-14\|37.19\|2.06\|36.53\|37.68\|36.03\|1461518;2026-08-17\|38.45\|3.39\|37.31\|38.62\|36.92\|1768502;2026-08-18\|37.33\|-2.91\|37.96\|38.93\|36.75\|1507195;2026-08-19\|33.79\|-9.48\|35.00\|36.60\|33.50\|1506684;2026-08-20\|32.49\|-3.85\|34.35\|34.70\|31.89\|1595760;2026-08-21\|32.43\|-0.18\|32.49\|32.85\|31.13\|1259450;2026-08-24\|30.09\|-7.22\|32.03\|32.20\|29.04\|1660956;2026-08-25\|30.15\|0.20\|29.55\|30.94\|28.87\|1069712;2026-08-26\|29.62\|-1.76\|30.34\|30.49\|29.15\|860910;2026-08-27\|31.14\|5.13\|29.91\|31.50\|29.60\|1510528;2026-08-28\|30.20\|-3.02\|30.68\|32.21\|30.12\|1585323;2026-08-31\|31.00\|2.65\|28.74\|31.09\|28.70\|1328509;2026-09-01\|28.15\|-9.19\|31.82\|31.99\|28.15\|1891928;2026-09-02\|27.85\|-1.07\|27.48\|28.75\|27.19\|1155535;2026-09-03\|27.32\|-1.90\|28.13\|28.30\|26.82\|1160168;2026-09-04\|26.38\|-3.44\|27.65\|27.75\|26.08\|981263;2026-09-07\|27.45\|4.06\|26.65\|27.69\|26.54\|1032297;2026-09-08\|27.12\|-1.20\|27.39\|28.18\|26.96\|1069880;2026-09-09\|27.55\|1.59\|27.57\|28.43\|27.18\|1214267;2026-09-10\|29.42\|6.79\|27.88\|29.62\|27.31\|2107479;2026-09-11\|30.69\|4.32\|28.84\|31.25\|27.30\|2301338;2026-09-14\|30.85\|0.52\|29.80\|32.06\|29.37\|1872994
116682	建滔积层板再度涨价	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。	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	2026-05-11\|30.42\|10.02\|30.33\|30.42\|27.81\|415362;2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;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
116681	建滔积层板再度涨价	PCB签单高增+光模块PCBA量产行业原因：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22日互动易，今年以来公司整体签单同比增长超过70%，PCB销售增长超过120%；随着珠海板厂及天津PCBA工厂跨过月度盈亏平衡点开始贡献利润，公司利润将逐渐修复并快速增长。 2、据2026年6月23日投资者关系活动记录表，公司光模块PCBA业务已进入量产阶段，珠海PCBA工厂设有数条专门产线为国内某光模块头部企业提供生产服务，该客户今年签单金额已进入公司前三大客户范围。 3、据2026年6月23日投资者关系活动记录表，公司前十大签单客户逐渐向AI、机器人等领域靠拢；公司已形成涵盖PCB设计、SI/PI仿真、PCB制板、PCBA焊接组装等一站式硬件创新服务平台。	公司光模块PCBA业务已进入量产阶段，PCB生产预计年底具备量产能力，跟英伟达、英特尔有合作	2026-05-11\|42.38\|0.07\|42.87\|43.57\|42.15\|52419;2026-05-12\|41.38\|-2.36\|42.36\|42.71\|41.00\|42125;2026-05-13\|41.89\|1.23\|41.20\|42.13\|41.01\|42913;2026-05-14\|40.61\|-3.06\|42.30\|42.30\|40.61\|31303;2026-05-15\|40.60\|-0.02\|40.64\|41.42\|40.08\|34804;2026-05-18\|40.01\|-1.45\|40.59\|40.95\|39.70\|36347;2026-05-19\|39.66\|-0.87\|39.92\|40.50\|39.06\|32513;2026-05-20\|40.00\|0.86\|39.47\|41.32\|39.43\|36271;2026-05-21\|41.21\|3.02\|40.80\|45.13\|40.80\|110851;2026-05-22\|43.19\|4.80\|42.21\|43.48\|41.31\|117694;2026-05-25\|46.76\|8.27\|43.94\|47.30\|43.94\|162946;2026-05-26\|48.07\|2.80\|46.92\|48.86\|45.26\|165879;2026-05-27\|47.38\|-1.44\|48.80\|51.01\|46.63\|148012;2026-05-28\|46.23\|-2.43\|46.58\|48.33\|45.27\|131321;2026-05-29\|43.41\|-6.10\|46.00\|46.77\|43.15\|103172;2026-06-01\|42.36\|-2.42\|42.78\|44.58\|42.22\|72292;2026-06-02\|45.13\|6.54\|42.20\|46.88\|41.30\|113044;2026-06-03\|54.16\|20.01\|54.16\|54.16\|52.81\|96935;2026-06-04\|50.30\|-7.13\|53.99\|56.66\|49.38\|323306;2026-06-05\|48.41\|-3.76\|50.30\|51.70\|48.06\|204163;2026-06-08\|45.05\|-6.94\|45.00\|46.66\|44.26\|140034;2026-06-09\|47.03\|4.40\|45.79\|47.74\|44.88\|140707;2026-06-10\|45.86\|-2.49\|45.78\|47.90\|45.38\|107200;2026-06-11\|45.63\|-0.50\|45.50\|46.60\|44.00\|100112;2026-06-12\|45.44\|-0.42\|46.52\|48.18\|45.04\|115810;2026-06-15\|48.92\|7.66\|46.75\|48.95\|46.10\|136679;2026-06-16\|48.50\|-0.86\|48.39\|49.00\|47.22\|131781;2026-06-17\|58.20\|20.00\|51.66\|58.20\|51.21\|236963;2026-06-18\|55.82\|-4.09\|57.00\|57.51\|54.94\|235994;2026-06-22\|55.04\|-1.40\|55.89\|57.08\|54.20\|175142;2026-06-23\|52.37\|-4.85\|54.30\|54.60\|51.86\|119403;2026-06-24\|62.84\|19.99\|53.30\|62.84\|53.30\|309347;2026-06-25\|61.40\|-2.29\|62.67\|64.46\|60.10\|231207;2026-06-26\|62.44\|1.69\|62.60\|64.99\|60.47\|183496;2026-06-29\|60.46\|-3.17\|63.06\|64.49\|58.01\|163343;2026-06-30\|61.17\|1.34\|60.21\|63.00\|59.15\|157177;2026-07-01\|62.71\|2.52\|60.87\|63.80\|59.36\|164044;2026-07-02\|55.47\|-11.55\|59.15\|59.70\|54.87\|154232;2026-07-03\|57.11\|2.96\|55.68\|57.38\|54.05\|124013;2026-07-06\|56.10\|-1.77\|58.73\|59.20\|54.74\|100025;2026-07-07\|57.98\|3.35\|56.13\|60.58\|55.80\|113386;2026-07-08\|53.77\|-7.26\|56.00\|57.10\|51.11\|131183;2026-07-09\|55.48\|3.18\|53.68\|55.50\|51.47\|104263;2026-07-10\|51.63\|-6.94\|55.18\|56.50\|51.62\|103420;2026-07-13\|47.18\|-8.62\|50.71\|51.98\|47.08\|93623;2026-07-14\|48.62\|3.05\|47.79\|49.58\|46.23\|80877;2026-07-15\|45.05\|-7.34\|50.41\|50.66\|45.00\|79682;2026-07-16\|44.00\|-2.33\|44.82\|46.95\|43.52\|71762;2026-07-17\|40.04\|-9.00\|44.00\|44.30\|39.70\|79481;2026-07-20\|35.61\|-11.06\|40.93\|41.00\|34.88\|98829;2026-07-21\|38.74\|8.79\|35.99\|38.78\|32.19\|111187;2026-07-22\|37.85\|-2.30\|38.20\|39.44\|37.45\|68323;2026-07-23\|38.18\|0.87\|37.86\|39.10\|37.56\|51374;2026-07-24\|37.56\|-1.62\|37.40\|38.40\|36.70\|37586;2026-07-27\|40.15\|6.90\|38.01\|40.23\|36.90\|60416;2026-07-28\|38.19\|-4.88\|39.30\|40.51\|37.91\|56044;2026-07-29\|37.77\|-1.10\|38.15\|38.45\|36.10\|58744;2026-07-30\|36.61\|-3.07\|37.69\|38.76\|35.97\|62842;2026-07-31\|40.58\|10.84\|39.06\|40.70\|38.42\|92917;2026-08-03\|43.75\|7.81\|41.82\|44.74\|41.75\|182395;2026-08-04\|44.50\|1.71\|43.02\|45.58\|41.31\|174855;2026-08-05\|45.83\|2.99\|43.71\|46.93\|43.12\|164254;2026-08-06\|44.44\|-3.03\|44.40\|46.46\|43.87\|133133;2026-08-07\|53.33\|20.00\|44.70\|53.33\|44.53\|201953;2026-08-10\|53.95\|1.16\|54.00\|56.59\|53.00\|259076;2026-08-11\|53.27\|-1.26\|53.51\|55.90\|52.92\|187950;2026-08-12\|54.80\|2.87\|53.01\|54.88\|52.76\|156885;2026-08-13\|56.90\|3.83\|55.48\|60.00\|54.38\|214407;2026-08-14\|55.22\|-2.95\|56.34\|57.30\|54.05\|155720;2026-08-17\|57.26\|3.69\|55.48\|58.30\|55.01\|148206;2026-08-18\|57.72\|0.80\|56.91\|57.98\|55.61\|136995;2026-08-19\|54.66\|-5.30\|55.80\|57.91\|54.50\|122924;2026-08-20\|56.76\|3.84\|56.00\|58.15\|55.00\|129079;2026-08-21\|56.38\|-0.67\|57.50\|58.34\|55.76\|90807;2026-08-24\|54.87\|-2.68\|55.84\|56.38\|53.42\|85443;2026-08-25\|54.97\|0.18\|54.02\|55.68\|53.01\|61384;2026-08-26\|53.62\|-2.46\|55.38\|55.52\|53.06\|67113;2026-08-27\|56.92\|6.15\|54.01\|57.00\|53.61\|90288;2026-08-28\|56.14\|-1.37\|57.13\|58.34\|56.02\|77790;2026-08-31\|57.88\|3.10\|54.36\|57.98\|54.36\|73133;2026-09-01\|55.10\|-4.80\|58.28\|58.34\|54.81\|70702;2026-09-02\|54.08\|-1.85\|54.31\|54.79\|53.60\|50993;2026-09-03\|55.93\|3.42\|54.10\|56.48\|54.10\|62071;2026-09-04\|55.23\|-1.25\|56.61\|59.00\|54.71\|89103;2026-09-07\|57.79\|4.64\|56.78\|58.32\|55.88\|107944;2026-09-08\|57.67\|-0.21\|58.79\|62.12\|57.18\|127077;2026-09-09\|58.98\|2.27\|58.18\|62.10\|57.21\|161206;2026-09-10\|59.29\|0.53\|58.17\|60.92\|58.02\|126153;2026-09-11\|60.10\|1.37\|58.03\|60.99\|57.06\|141573;2026-09-14\|62.86\|4.59\|58.96\|62.92\|57.41\|147935
116680	建滔积层板再度涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123
116679	建滔积层板再度涨价	PCB+高多层HDI+拟15.57亿投建+人形机器人行业原因：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23日公告，公司拟投资15.57亿元建设年产60万平米高多层、HDI线路板项目，以抓住全球科技产业供应链重构机遇，加大高端产品布局，提升市场占有率。 2、据2026年4月28日年报，公司已成功推进人形机器人、服务器、AI、光模块等领域PCB开发，其中已成功导入国内头部人形机器人客户并开始批量供货。 3、据2026年4月28日年报，公司主营业务为印制电路板PCB的研发、生产及销售，产品包括刚性电路板、柔性电路板、刚柔结合板、HDI和PCBA，拥有1-108层线路板研制能力。	公司已成功推进人形机器人、服务器、AI、光模块等领域PCB开发，其中已成功导入国内头部人形机器人客户并开始批量供货	2026-05-11\|15.34\|6.16\|14.43\|15.83\|14.41\|261576;2026-05-12\|16.05\|4.63\|15.25\|16.10\|15.03\|320983;2026-05-13\|15.82\|-1.43\|15.85\|16.10\|15.40\|254581;2026-05-14\|15.38\|-2.78\|15.79\|15.83\|15.19\|157139;2026-05-15\|16.92\|10.01\|15.38\|16.92\|15.34\|222474;2026-05-18\|16.53\|-2.31\|16.87\|17.00\|15.80\|393216;2026-05-19\|16.63\|0.60\|16.23\|17.25\|16.23\|298817;2026-05-20\|16.13\|-3.01\|16.63\|16.79\|16.08\|199681;2026-05-21\|15.55\|-3.60\|16.11\|16.53\|15.38\|167292;2026-05-22\|16.01\|2.96\|15.83\|16.21\|15.58\|156970;2026-05-25\|16.16\|0.94\|16.45\|16.57\|15.91\|148009;2026-05-26\|16.25\|0.56\|16.09\|16.39\|15.80\|138128;2026-05-27\|15.80\|-2.77\|16.25\|16.25\|15.62\|133110;2026-05-28\|16.03\|1.46\|15.63\|16.13\|15.55\|119463;2026-05-29\|15.61\|-2.62\|16.00\|16.45\|15.43\|135045;2026-06-01\|16.69\|6.92\|15.51\|17.15\|15.22\|273972;2026-06-02\|17.10\|2.46\|16.61\|17.68\|16.60\|305523;2026-06-03\|17.04\|-0.35\|16.75\|17.59\|16.75\|278069;2026-06-04\|17.24\|1.17\|16.96\|17.35\|16.76\|208046;2026-06-05\|17.72\|2.78\|16.89\|18.25\|16.81\|273626;2026-06-08\|17.71\|-0.06\|16.40\|18.40\|16.40\|264296;2026-06-09\|17.84\|0.73\|17.78\|17.96\|17.16\|203720;2026-06-10\|18.59\|4.20\|17.46\|19.36\|17.46\|299085;2026-06-11\|18.10\|-2.64\|18.48\|18.86\|17.70\|205150;2026-06-12\|17.23\|-4.81\|18.10\|18.66\|17.12\|274736;2026-06-15\|18.09\|4.99\|16.97\|18.18\|16.88\|184487;2026-06-16\|17.82\|-1.49\|17.99\|18.26\|17.75\|137125;2026-06-17\|18.16\|1.91\|17.52\|18.60\|17.51\|196126;2026-06-18\|17.92\|-1.32\|18.15\|18.30\|17.70\|142242;2026-06-22\|18.03\|0.61\|18.02\|18.50\|17.57\|174269;2026-06-23\|18.41\|2.11\|19.83\|19.83\|17.46\|405852;2026-06-24\|20.25\|9.99\|18.10\|20.25\|18.10\|224883;2026-06-25\|20.10\|-0.74\|20.76\|20.76\|18.90\|447532;2026-06-26\|20.78\|3.38\|19.70\|22.11\|19.45\|419755;2026-06-29\|20.01\|-3.71\|20.95\|21.88\|19.16\|352262;2026-06-30\|19.73\|-1.40\|19.14\|20.33\|18.81\|295872;2026-07-01\|19.20\|-2.69\|19.38\|20.88\|18.88\|327000;2026-07-02\|18.95\|-1.30\|18.60\|20.24\|17.83\|297185;2026-07-03\|18.66\|-1.53\|18.78\|19.65\|18.31\|182348;2026-07-06\|17.20\|-7.82\|18.50\|18.84\|17.19\|256508;2026-07-07\|16.47\|-4.24\|17.53\|17.53\|16.42\|132542;2026-07-08\|15.59\|-5.34\|16.41\|16.64\|15.48\|128702;2026-07-09\|16.05\|2.95\|15.59\|16.17\|15.13\|142795;2026-07-10\|15.31\|-4.61\|16.05\|16.38\|15.30\|156184;2026-07-13\|13.78\|-9.99\|15.23\|15.27\|13.78\|130131;2026-07-14\|14.52\|5.37\|14.06\|14.79\|13.64\|146904;2026-07-15\|13.93\|-4.06\|14.49\|14.58\|13.81\|89354;2026-07-16\|13.43\|-3.59\|13.68\|14.02\|13.33\|77205;2026-07-17\|12.30\|-8.41\|13.58\|13.60\|12.16\|115019;2026-07-20\|11.17\|-9.19\|12.42\|12.58\|11.07\|139404;2026-07-21\|11.49\|2.86\|11.10\|11.53\|10.05\|179759;2026-07-22\|11.24\|-2.18\|11.20\|11.77\|11.18\|122541;2026-07-23\|11.51\|2.40\|11.30\|11.91\|11.20\|109865;2026-07-24\|11.51\|0.00\|11.48\|11.79\|11.23\|92046;2026-07-27\|11.86\|3.04\|11.50\|11.88\|11.37\|77664;2026-07-28\|11.57\|-2.45\|11.68\|12.00\|11.47\|81255;2026-07-29\|11.38\|-1.64\|11.56\|11.56\|11.05\|88963;2026-07-30\|10.87\|-4.48\|11.36\|11.44\|10.72\|85663;2026-07-31\|11.25\|3.50\|11.28\|11.44\|11.17\|107662;2026-08-03\|11.35\|0.89\|11.21\|11.48\|11.10\|68988;2026-08-04\|11.94\|5.20\|11.44\|11.95\|11.33\|95116;2026-08-05\|12.36\|3.52\|11.90\|12.48\|11.75\|96188;2026-08-06\|12.77\|3.32\|12.25\|12.77\|12.24\|73132;2026-08-07\|13.31\|4.23\|12.88\|13.35\|12.60\|98376;2026-08-10\|13.18\|-0.98\|13.24\|13.34\|12.94\|66945;2026-08-11\|13.18\|0.00\|13.08\|13.36\|12.98\|53246;2026-08-12\|13.63\|3.41\|13.06\|13.64\|13.06\|64905;2026-08-13\|13.28\|-2.57\|13.66\|13.85\|13.27\|55880;2026-08-14\|13.51\|1.73\|13.31\|13.55\|13.24\|47404;2026-08-17\|14.22\|5.26\|13.51\|14.26\|13.43\|80024;2026-08-18\|14.27\|0.35\|14.16\|14.35\|13.98\|79658;2026-08-19\|13.40\|-6.10\|14.09\|14.20\|13.29\|85402;2026-08-20\|13.68\|2.09\|13.52\|14.14\|13.39\|69333;2026-08-21\|13.85\|1.24\|13.73\|13.99\|13.34\|60843;2026-08-24\|13.55\|-2.17\|13.88\|13.90\|13.26\|55083;2026-08-25\|13.84\|2.14\|13.53\|13.87\|13.21\|47448;2026-08-26\|13.72\|-0.87\|14.00\|14.00\|13.48\|39147;2026-08-27\|14.15\|3.13\|13.72\|14.22\|13.72\|67948;2026-08-28\|14.16\|0.07\|14.09\|14.57\|14.00\|57763;2026-08-31\|14.51\|2.47\|14.02\|14.53\|13.86\|44451;2026-09-01\|14.23\|-1.93\|14.53\|14.60\|14.13\|44193;2026-09-02\|14.05\|-1.26\|14.07\|14.16\|13.96\|38522;2026-09-03\|14.08\|0.21\|14.15\|14.29\|13.86\|37432;2026-09-04\|13.87\|-1.49\|14.18\|14.38\|13.78\|43685;2026-09-07\|14.42\|3.97\|13.90\|14.55\|13.87\|71106;2026-09-08\|14.60\|1.25\|14.34\|14.86\|14.34\|66086;2026-09-09\|14.81\|1.44\|14.65\|15.09\|14.63\|69079;2026-09-10\|14.96\|1.01\|14.63\|15.30\|14.53\|95983;2026-09-11\|16.46\|10.03\|15.08\|16.46\|14.74\|290337;2026-09-14\|17.25\|4.80\|16.21\|17.43\|15.68\|414465
116678	建滔积层板再度涨价	PCB+光模块+AI服务器+英伟达概念行业原因：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23日互动易，公司已实现3300W、4200W及5500W等规格电源PCB产品的量产与稳定交付，主要面向台达电子等头部客户；针对英伟达Rubin平台，配合客户开发的800V高功率电源PCB产品目前处于样品测试阶段。 2、据2026年6月23日互动易，公司400G传统光模块PCB产品已获量产订单并持续排产，已具备非CPO型产品800G及1.6T光模块的量产能力，CPO型800G、1.6T及3.2T产品正积极推进技术验证与储备。 3、据2026年6月23日互动易，公司应用于存储产品已有技术储备，并已通过供应商准入，正在打样；据2026年6月23日互动易，公司主要产品为单/双面、多层高精密印制电路板，广泛应用于汽车电子、消费电子、数据中心/服务器等领域。	公司PCB产品主要应用于BMS控制模块、新能源电池控制单元(BCU)主控模块等	2026-05-11\|39.66\|-1.12\|40.21\|40.39\|39.03\|38896;2026-05-12\|38.73\|-2.34\|39.70\|39.75\|38.21\|36646;2026-05-13\|39.31\|1.50\|38.57\|39.86\|38.22\|38154;2026-05-14\|37.11\|-5.60\|39.30\|39.35\|37.03\|55557;2026-05-15\|35.87\|-3.34\|37.19\|37.56\|35.20\|50165;2026-05-18\|36.57\|1.95\|36.00\|37.00\|35.33\|46477;2026-05-19\|36.56\|-0.03\|36.30\|36.66\|35.36\|40024;2026-05-20\|36.02\|-1.48\|36.40\|36.69\|35.54\|30440;2026-05-21\|34.59\|-3.97\|36.39\|37.29\|34.50\|55018;2026-05-22\|36.66\|5.98\|35.01\|36.97\|35.01\|57071;2026-05-25\|40.84\|11.40\|38.48\|41.97\|37.97\|133845;2026-05-26\|40.09\|-1.84\|40.77\|41.14\|39.32\|97174;2026-05-27\|39.21\|-2.20\|39.73\|41.60\|38.83\|68762;2026-05-28\|42.21\|7.65\|39.17\|42.60\|38.94\|111567;2026-05-29\|40.26\|-4.62\|42.21\|42.85\|39.90\|102673;2026-06-01\|39.45\|-2.01\|39.76\|41.22\|39.12\|66714;2026-06-02\|41.08\|4.13\|39.30\|42.00\|39.30\|104276;2026-06-03\|39.50\|-3.85\|41.02\|41.20\|38.77\|91713;2026-06-04\|39.86\|0.91\|38.79\|41.27\|38.76\|83925;2026-06-05\|39.81\|-0.13\|38.80\|41.08\|37.51\|77127;2026-06-08\|38.00\|-4.55\|38.18\|39.26\|37.18\|76747;2026-06-09\|38.64\|1.68\|38.79\|39.12\|37.30\|59331;2026-06-10\|37.04\|-4.14\|38.00\|39.20\|36.30\|64763;2026-06-11\|36.65\|-1.05\|36.68\|37.29\|35.50\|54277;2026-06-12\|35.71\|-2.56\|37.36\|38.88\|35.58\|80309;2026-06-15\|40.54\|13.53\|36.01\|41.34\|36.00\|108778;2026-06-16\|44.05\|8.66\|40.97\|44.80\|40.02\|153970;2026-06-17\|44.48\|0.98\|44.08\|45.68\|43.62\|98369;2026-06-18\|46.97\|5.60\|44.58\|47.93\|44.10\|111758;2026-06-22\|48.49\|3.24\|47.21\|51.01\|46.57\|120847;2026-06-23\|45.62\|-5.92\|48.00\|48.14\|45.10\|81443;2026-06-24\|54.74\|19.99\|46.77\|54.74\|46.77\|68844;2026-06-25\|56.53\|3.27\|56.96\|58.70\|54.65\|230430;2026-06-26\|55.20\|-2.35\|56.50\|56.50\|51.67\|158888;2026-06-29\|50.99\|-7.63\|53.01\|54.05\|48.76\|116715;2026-06-30\|52.52\|3.00\|50.41\|52.98\|50.00\|104823;2026-07-01\|49.94\|-4.91\|51.88\|52.78\|49.21\|104107;2026-07-02\|48.56\|-2.76\|48.23\|50.70\|47.59\|73245;2026-07-03\|48.60\|0.08\|48.86\|50.63\|47.27\|83111;2026-07-06\|45.06\|-7.28\|48.49\|49.00\|44.23\|71325;2026-07-07\|43.80\|-2.80\|45.55\|46.51\|43.22\|42411;2026-07-08\|41.74\|-4.70\|44.14\|44.35\|41.22\|38167;2026-07-09\|44.13\|6.80\|43.00\|45.87\|42.35\|93316;2026-07-10\|41.02\|-7.05\|44.02\|44.50\|41.02\|83847;2026-07-13\|36.46\|-11.12\|40.50\|40.87\|36.29\|64331;2026-07-14\|38.00\|4.22\|36.88\|38.88\|35.80\|64592;2026-07-15\|36.27\|-4.55\|38.38\|39.79\|36.03\|58923;2026-07-16\|34.67\|-4.41\|35.48\|36.56\|34.38\|52367;2026-07-17\|30.75\|-11.31\|34.68\|34.77\|30.50\|69660;2026-07-20\|26.86\|-12.65\|31.37\|31.68\|26.00\|78322;2026-07-21\|29.38\|9.38\|27.00\|29.50\|24.35\|86541;2026-07-22\|28.95\|-1.46\|28.70\|30.20\|28.50\|70733;2026-07-23\|28.97\|0.07\|29.25\|30.25\|28.50\|62138;2026-07-24\|27.80\|-4.04\|28.55\|29.06\|27.60\|55554;2026-07-27\|29.20\|5.04\|27.89\|29.27\|27.52\|43977;2026-07-28\|27.85\|-4.62\|28.79\|29.28\|27.60\|46150;2026-07-29\|27.72\|-0.47\|27.87\|28.25\|26.56\|49111;2026-07-30\|26.35\|-4.94\|27.57\|27.94\|26.20\|45924;2026-07-31\|27.57\|4.63\|28.51\|29.05\|27.53\|59731;2026-08-03\|27.98\|1.49\|27.59\|28.08\|27.21\|36970;2026-08-04\|30.42\|8.72\|28.29\|30.50\|28.29\|57921;2026-08-05\|31.50\|3.55\|29.90\|31.99\|29.61\|74525;2026-08-06\|32.54\|3.30\|31.18\|32.71\|31.00\|60733;2026-08-07\|34.93\|7.34\|32.20\|35.47\|32.20\|79911;2026-08-10\|34.21\|-2.06\|34.81\|35.30\|33.35\|62690;2026-08-11\|33.70\|-1.49\|33.85\|34.60\|33.25\|37922;2026-08-12\|34.85\|3.41\|33.50\|35.09\|33.50\|44265;2026-08-13\|34.23\|-1.78\|35.42\|36.19\|34.21\|39779;2026-08-14\|35.52\|3.77\|34.73\|35.53\|34.45\|42120;2026-08-17\|38.37\|8.02\|35.72\|38.45\|35.55\|63785;2026-08-18\|38.38\|0.03\|38.02\|38.69\|37.17\|67775;2026-08-19\|35.63\|-7.17\|37.50\|37.73\|35.38\|62614;2026-08-20\|36.50\|2.44\|36.18\|37.18\|35.94\|52434;2026-08-21\|36.64\|0.38\|35.91\|37.49\|35.51\|43268;2026-08-24\|35.41\|-3.36\|36.50\|36.64\|34.39\|47352;2026-08-25\|35.92\|1.44\|34.81\|36.18\|34.17\|35042;2026-08-26\|36.23\|0.86\|36.64\|37.42\|35.60\|43770;2026-08-27\|37.57\|3.70\|36.07\|37.71\|36.07\|45579;2026-08-28\|37.52\|-0.13\|37.50\|38.39\|37.07\|37075;2026-08-31\|39.24\|4.58\|36.65\|39.25\|36.33\|52343;2026-09-01\|39.09\|-0.38\|39.25\|39.80\|38.38\|40457;2026-09-02\|38.57\|-1.33\|38.89\|38.90\|38.13\|29222;2026-09-03\|39.46\|2.31\|38.87\|39.96\|38.50\|48213;2026-09-04\|38.58\|-2.23\|39.59\|40.20\|38.11\|45093;2026-09-07\|41.33\|7.13\|38.62\|41.58\|38.58\|65076;2026-09-08\|42.59\|3.05\|41.00\|43.80\|40.92\|82515;2026-09-09\|46.85\|10.00\|43.00\|47.75\|42.30\|116805;2026-09-10\|47.94\|2.33\|47.64\|49.95\|46.68\|118905;2026-09-11\|48.64\|1.46\|48.11\|49.42\|46.20\|106106;2026-09-14\|58.37\|20.00\|47.56\|58.37\|46.08\|165919
116677	建滔积层板再度涨价	PCB概念+电解铜箔+铜箔增资行业原因：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5月28日互动易，公司电子电路铜箔产品已向生益科技、南亚新材、奥士康、东山精密等下游头部客户批量供应；据2026年4月21日年报，公司自主研发的RTF、LP、HTE等高附加值电子铜箔已实现规模化量产。 2、据企查查APP显示，2026年6月16日，公司全资子公司亨通精密铜箔科技德阳有限公司注册资本由6亿元增至9亿元，增幅50%。 3、据2026年4月21日年报，公司主营业务为电解铜箔、生物兽药及饲料添加剂，电解铜箔年产能达2.5万吨，铜箔业务营收占比71.48%；HVLP系列、RTF-Ⅲ型等高端产品持续推进客户验证，受益于AI算力及PCB产业需求增长。	公司的主要产品是电子铜箔、锂电铜箔等，电子铜箔是制作覆铜板（CCL）和印制电路板（PCB）的重要基础原材料；股东济南泰翔拟协议转让5.24%股份给蒋海东	2026-05-11\|5.59\|-1.06\|5.70\|5.80\|5.54\|1094749;2026-05-12\|5.58\|-0.18\|5.61\|5.62\|5.48\|919874;2026-05-13\|5.57\|-0.18\|5.58\|5.64\|5.48\|708212;2026-05-14\|5.67\|1.80\|5.57\|5.90\|5.43\|1571171;2026-05-15\|5.64\|-0.53\|5.71\|5.82\|5.61\|1246506;2026-05-18\|5.76\|2.13\|5.57\|5.82\|5.54\|862442;2026-05-19\|5.81\|0.87\|5.77\|5.90\|5.64\|833568;2026-05-20\|6.03\|3.79\|5.80\|6.06\|5.76\|1155945;2026-05-21\|5.85\|-2.99\|6.01\|6.10\|5.84\|1160689;2026-05-22\|6.07\|3.76\|5.93\|6.14\|5.90\|1091220;2026-05-25\|6.48\|6.75\|6.08\|6.68\|6.02\|2290046;2026-05-26\|6.73\|3.86\|6.50\|6.79\|6.31\|2180158;2026-05-27\|6.63\|-1.49\|6.70\|7.04\|6.57\|2188768;2026-05-28\|6.65\|0.30\|6.62\|6.74\|6.49\|1314263;2026-05-29\|6.39\|-3.91\|6.73\|6.85\|6.34\|1407953;2026-06-01\|6.08\|-4.85\|6.39\|6.45\|6.07\|1359063;2026-06-02\|6.08\|0.00\|6.01\|6.17\|5.81\|1128882;2026-06-03\|6.10\|0.33\|6.09\|6.27\|6.00\|979662;2026-06-04\|6.71\|10.00\|6.20\|6.71\|6.09\|2403182;2026-06-05\|6.94\|3.43\|6.88\|7.15\|6.50\|2852551;2026-06-08\|6.75\|-2.74\|6.60\|6.93\|6.60\|1681160;2026-06-09\|7.43\|10.07\|6.83\|7.43\|6.82\|2202878;2026-06-10\|7.79\|4.85\|7.44\|7.89\|7.30\|2911624;2026-06-11\|7.50\|-3.72\|7.62\|8.16\|7.41\|3322873;2026-06-12\|7.50\|0.00\|7.62\|7.92\|7.38\|2468618;2026-06-15\|8.25\|10.00\|7.50\|8.25\|7.44\|2445728;2026-06-16\|8.75\|6.06\|8.35\|8.90\|8.26\|3455721;2026-06-17\|8.87\|1.37\|8.70\|9.17\|8.57\|3036107;2026-06-18\|9.76\|10.03\|8.87\|9.76\|8.87\|2278048;2026-06-22\|10.58\|8.40\|10.10\|10.74\|9.85\|4362647;2026-06-23\|10.37\|-1.98\|10.69\|10.77\|9.84\|3133978;2026-06-24\|11.41\|10.03\|10.18\|11.41\|10.18\|3103933;2026-06-25\|11.20\|-1.84\|11.41\|11.99\|11.03\|4212021;2026-06-26\|10.53\|-5.98\|11.01\|11.11\|10.36\|2926588;2026-06-29\|9.57\|-9.12\|10.56\|10.94\|9.49\|3264177;2026-06-30\|9.59\|0.21\|9.40\|9.77\|9.25\|2507200;2026-07-01\|9.68\|0.94\|9.59\|10.25\|9.46\|2386650;2026-07-02\|9.63\|-0.52\|9.31\|10.12\|9.20\|2428916;2026-07-03\|9.20\|-4.47\|9.50\|9.70\|9.16\|2073872;2026-07-06\|8.77\|-4.67\|9.42\|9.53\|8.67\|2148277;2026-07-07\|8.61\|-1.82\|8.61\|9.10\|8.45\|1621003;2026-07-08\|8.57\|-0.46\|8.78\|9.37\|8.52\|2338379;2026-07-09\|8.48\|-1.05\|8.77\|8.78\|8.00\|2146973;2026-07-10\|8.21\|-3.18\|8.47\|8.83\|8.16\|1857887;2026-07-13\|7.55\|-8.04\|8.00\|8.22\|7.51\|1701485;2026-07-14\|7.69\|1.85\|7.55\|7.78\|7.33\|1410612;2026-07-15\|7.35\|-4.42\|7.73\|7.80\|7.29\|1199780;2026-07-16\|6.77\|-7.89\|7.25\|7.29\|6.72\|1460370;2026-07-17\|6.17\|-8.86\|6.77\|6.85\|6.09\|1690230;2026-07-20\|5.55\|-10.05\|6.30\|6.35\|5.55\|1668730;2026-07-21\|5.92\|6.67\|5.59\|5.93\|5.02\|2332722;2026-07-22\|5.66\|-4.39\|5.81\|6.01\|5.59\|1534353;2026-07-23\|5.66\|0.00\|5.72\|5.84\|5.57\|1164380;2026-07-24\|5.40\|-4.59\|5.55\|5.71\|5.35\|1017120;2026-07-27\|5.74\|6.30\|5.42\|5.75\|5.32\|1244638;2026-07-28\|5.39\|-6.10\|5.62\|5.79\|5.33\|1210955;2026-07-29\|5.17\|-4.08\|5.38\|5.45\|5.02\|1535043;2026-07-30\|4.88\|-5.61\|5.15\|5.23\|4.85\|1336701;2026-07-31\|5.00\|2.46\|5.15\|5.30\|5.00\|1585594;2026-08-03\|4.99\|-0.20\|5.01\|5.07\|4.90\|1058824;2026-08-04\|5.35\|7.21\|5.04\|5.39\|5.01\|1480928;2026-08-05\|5.74\|7.29\|5.32\|5.85\|5.32\|1630599;2026-08-06\|5.85\|1.92\|5.69\|5.90\|5.59\|1561770;2026-08-07\|6.17\|5.47\|5.84\|6.25\|5.74\|2136607;2026-08-10\|6.05\|-1.94\|6.19\|6.25\|5.90\|1808783;2026-08-11\|6.04\|-0.17\|6.04\|6.18\|5.88\|1123818;2026-08-12\|6.16\|1.99\|6.03\|6.20\|6.00\|958690;2026-08-13\|6.09\|-1.14\|6.24\|6.38\|6.08\|1236109;2026-08-14\|6.31\|3.61\|6.30\|6.48\|6.01\|1681075;2026-08-17\|6.50\|3.01\|6.37\|6.69\|6.37\|1959837;2026-08-18\|6.43\|-1.08\|6.50\|6.86\|6.33\|2010497;2026-08-19\|6.05\|-5.91\|6.20\|6.42\|6.01\|1560080;2026-08-20\|6.03\|-0.33\|6.15\|6.17\|5.97\|1027320;2026-08-21\|6.21\|2.99\|6.00\|6.24\|5.93\|1170720;2026-08-24\|6.06\|-2.42\|6.21\|6.23\|5.89\|1049330;2026-08-25\|5.97\|-1.49\|5.96\|6.03\|5.65\|1243088;2026-08-26\|5.96\|-0.17\|5.99\|5.99\|5.83\|802677;2026-08-27\|6.20\|4.03\|5.98\|6.22\|5.94\|1184118;2026-08-28\|6.06\|-2.26\|6.19\|6.25\|6.05\|973151;2026-08-31\|6.24\|2.97\|5.95\|6.34\|5.93\|1261422;2026-09-01\|6.06\|-2.88\|6.21\|6.23\|6.04\|936738;2026-09-02\|5.96\|-1.65\|5.96\|6.02\|5.89\|659609;2026-09-03\|5.89\|-1.17\|5.98\|6.03\|5.82\|709115;2026-09-04\|5.71\|-3.06\|5.95\|6.04\|5.67\|891287;2026-09-07\|5.84\|2.28\|5.72\|5.88\|5.71\|840040;2026-09-08\|5.86\|0.34\|5.87\|5.97\|5.80\|732991;2026-09-09\|5.90\|0.68\|5.85\|6.00\|5.84\|777166;2026-09-10\|5.85\|-0.85\|5.85\|5.95\|5.77\|641614;2026-09-11\|5.76\|-1.54\|5.82\|5.82\|5.57\|823409;2026-09-14\|5.91\|2.60\|5.69\|5.95\|5.66\|832576
116676	建滔积层板再度涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司M7/M8级高速覆铜板处于研发测试阶段，800G、1.6T光模块配套PCB在研究跟进中	2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305;2026-07-13\|16.25\|-9.97\|17.90\|18.13\|16.25\|587299;2026-07-14\|16.95\|4.31\|16.15\|16.96\|15.83\|602681;2026-07-15\|15.88\|-6.31\|17.28\|17.34\|15.81\|524790;2026-07-16\|15.28\|-3.78\|15.76\|16.26\|15.20\|499817;2026-07-17\|13.76\|-9.95\|15.28\|15.39\|13.75\|618124;2026-07-20\|12.72\|-7.56\|14.05\|14.20\|12.50\|619768;2026-07-21\|13.82\|8.65\|13.01\|13.95\|11.60\|781806;2026-07-22\|13.54\|-2.03\|13.59\|14.22\|13.44\|642836;2026-07-23\|13.53\|-0.07\|13.61\|13.98\|13.31\|416128;2026-07-24\|13.04\|-3.62\|13.20\|13.58\|12.97\|323490;2026-07-27\|13.60\|4.29\|13.06\|13.61\|12.72\|380604;2026-07-28\|12.90\|-5.15\|13.37\|13.71\|12.77\|438364;2026-07-29\|13.12\|1.71\|12.84\|13.35\|12.54\|529226;2026-07-30\|12.21\|-6.94\|12.92\|13.13\|12.05\|560009;2026-07-31\|12.60\|3.19\|12.88\|13.23\|12.60\|554018;2026-08-03\|12.67\|0.56\|12.58\|12.75\|12.31\|354349;2026-08-04\|13.40\|5.76\|12.84\|13.48\|12.81\|555985;2026-08-05\|14.08\|5.07\|13.30\|14.25\|13.30\|734228;2026-08-06\|14.30\|1.56\|13.83\|14.51\|13.81\|641246;2026-08-07\|15.14\|5.87\|14.71\|15.37\|14.41\|942587;2026-08-10\|14.92\|-1.45\|15.29\|15.40\|14.49\|694955;2026-08-11\|14.78\|-0.94\|14.68\|15.09\|14.54\|413940;2026-08-12\|15.02\|1.62\|14.71\|15.08\|14.64\|376770;2026-08-13\|14.62\|-2.66\|15.18\|15.30\|14.61\|443141;2026-08-14\|15.30\|4.65\|14.87\|15.44\|14.64\|566989;2026-08-17\|15.72\|2.75\|15.30\|15.75\|15.18\|539234;2026-08-18\|15.77\|0.32\|15.80\|16.04\|15.50\|590780;2026-08-19\|14.40\|-8.69\|15.15\|15.44\|14.31\|507995;2026-08-20\|14.69\|2.01\|14.67\|14.96\|14.39\|361499;2026-08-21\|15.10\|2.79\|14.50\|15.26\|14.29\|393696;2026-08-24\|14.65\|-2.98\|15.05\|15.20\|14.16\|369484;2026-08-25\|14.86\|1.43\|14.30\|14.98\|14.03\|329380;2026-08-26\|14.73\|-0.87\|14.99\|15.00\|14.44\|240360;2026-08-27\|15.70\|6.59\|14.79\|15.72\|14.79\|538559;2026-08-28\|15.37\|-2.10\|15.60\|15.93\|15.37\|483701;2026-08-31\|15.82\|2.93\|15.06\|15.88\|15.05\|442029;2026-09-01\|15.41\|-2.59\|15.78\|15.86\|15.30\|320948;2026-09-02\|15.09\|-2.08\|15.25\|15.39\|14.98\|271621;2026-09-03\|14.98\|-0.73\|15.21\|15.35\|14.77\|254476;2026-09-04\|14.49\|-3.27\|15.10\|15.42\|14.34\|363307;2026-09-07\|15.94\|10.01\|14.72\|15.94\|14.71\|530944;2026-09-08\|16.53\|3.70\|17.23\|17.53\|16.37\|1500283;2026-09-09\|17.00\|2.84\|17.05\|17.29\|16.57\|1200697;2026-09-10\|18.70\|10.00\|16.80\|18.70\|16.67\|1542746;2026-09-11\|20.57\|10.00\|18.63\|20.57\|18.20\|1829544;2026-09-14\|22.63\|10.01\|20.80\|22.63\|20.79\|1145345
116675	建滔积层板再度涨价	特种纤维布+风电叶片+央企行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月16日互动易，公司特种纤维布产品均完成国内外头部客户的认证并实现批量供货；据2026年4月7日机构调研，泰山玻纤研发布局特种纤维产品已有8年，目前产品类别覆盖4种全品类并完成头部客户认证和批量供应的只有泰山玻纤，总规划超过1亿米。 2、据2026年6月24日发行保荐书，风电叶片领域，公司子公司中材叶片2025年全年销售风电叶片36GW，市场占有率保持全球第一。 3、据2026年6月24日募集说明书，截至2025年12月31日，中国建材股份直接持有公司60.24%股份，为公司的控股股东；中国建材集团为中材科技的实际控制人。	1、公司自主研发的第一代低介电产品，已成功应用于高端 PCB 领域； 2、全资子公司泰山玻纤专业从事玻璃纤维及其制品的研发、制造及销售，拥有超140万吨的玻璃纤维年产能，在玻璃纤维配方、大型玻纤池窑设计、窑炉纯氧燃烧技术等方面拥有核心自主知识产权，居世界领先水平	2026-05-11\|63.08\|1.09\|63.40\|63.93\|60.52\|478177;2026-05-12\|65.99\|4.61\|63.06\|66.76\|60.60\|610311;2026-05-13\|66.91\|1.39\|64.30\|67.88\|62.59\|566095;2026-05-14\|68.79\|2.81\|66.92\|71.90\|65.02\|597648;2026-05-15\|64.78\|-5.83\|68.79\|70.10\|64.04\|635742;2026-05-18\|65.64\|1.33\|63.73\|67.91\|63.25\|420354;2026-05-19\|64.28\|-2.07\|65.34\|65.90\|62.04\|379832;2026-05-20\|65.21\|1.45\|64.13\|66.19\|62.82\|311171;2026-05-21\|64.80\|-0.63\|66.44\|69.46\|64.68\|456767;2026-05-22\|71.28\|10.00\|65.00\|71.28\|65.00\|496373;2026-05-25\|74.88\|5.05\|73.00\|75.62\|71.06\|466444;2026-05-26\|74.24\|-0.85\|73.99\|77.06\|72.61\|511808;2026-05-27\|70.75\|-4.70\|75.06\|75.29\|70.21\|438431;2026-05-28\|76.51\|8.14\|70.80\|76.95\|70.80\|508052;2026-05-29\|71.15\|-6.48\|75.73\|75.73\|70.50\|462307;2026-06-01\|64.04\|-9.99\|72.40\|72.40\|64.04\|612649;2026-06-02\|65.43\|2.17\|63.24\|65.73\|60.60\|684041;2026-06-03\|63.62\|-2.77\|64.25\|67.31\|62.28\|711578;2026-06-04\|63.80\|0.28\|62.81\|64.45\|61.52\|462536;2026-06-05\|62.73\|-1.68\|62.80\|66.35\|60.93\|539437;2026-06-08\|58.80\|-6.26\|59.25\|61.79\|57.80\|491005;2026-06-09\|64.68\|10.00\|61.13\|64.68\|60.80\|455925;2026-06-10\|62.80\|-2.91\|64.68\|65.55\|61.87\|545132;2026-06-11\|63.88\|1.72\|62.47\|65.00\|60.76\|531530;2026-06-12\|61.92\|-3.07\|65.87\|67.46\|61.92\|647349;2026-06-15\|68.11\|10.00\|64.26\|68.11\|62.32\|555423;2026-06-16\|74.92\|10.00\|70.90\|74.92\|70.90\|547085;2026-06-17\|82.41\|10.00\|76.26\|82.41\|75.76\|825743;2026-06-18\|80.55\|-2.26\|82.25\|82.80\|78.20\|718755;2026-06-22\|84.32\|4.68\|81.95\|85.42\|79.37\|742310;2026-06-23\|76.80\|-8.92\|83.25\|83.57\|75.89\|593065;2026-06-24\|84.48\|10.00\|76.99\|84.48\|76.99\|636951;2026-06-25\|92.93\|10.00\|87.04\|92.93\|85.00\|378532;2026-06-26\|97.67\|5.10\|95.19\|102.22\|94.78\|891848;2026-06-29\|90.50\|-7.34\|99.00\|99.58\|87.90\|952297;2026-06-30\|90.00\|-0.55\|90.00\|93.80\|87.76\|565316;2026-07-01\|88.70\|-1.44\|93.00\|94.20\|87.77\|450080;2026-07-02\|82.22\|-7.31\|84.30\|86.80\|81.59\|463584;2026-07-03\|85.09\|3.49\|80.81\|89.78\|80.33\|472116;2026-07-06\|76.58\|-10.00\|84.47\|85.96\|76.58\|478792;2026-07-07\|74.30\|-2.98\|77.18\|79.89\|72.42\|451493;2026-07-08\|72.74\|-2.10\|75.32\|78.69\|72.06\|457697;2026-07-09\|74.75\|2.76\|74.92\|76.17\|70.01\|539088;2026-07-10\|70.89\|-5.16\|74.74\|78.08\|70.50\|523037;2026-07-13\|66.64\|-6.00\|69.48\|71.68\|65.88\|507589;2026-07-14\|72.35\|8.57\|66.60\|72.92\|65.31\|507603;2026-07-15\|67.62\|-6.54\|72.29\|74.00\|67.39\|377886;2026-07-16\|60.86\|-10.00\|65.00\|65.88\|60.86\|487919;2026-07-17\|55.85\|-8.23\|59.75\|60.75\|54.77\|620105;2026-07-20\|50.28\|-9.97\|58.01\|59.31\|50.27\|577508;2026-07-21\|53.63\|6.66\|50.94\|54.32\|45.25\|748898;2026-07-22\|50.08\|-6.62\|52.50\|55.24\|49.41\|513938;2026-07-23\|50.10\|0.04\|50.18\|53.18\|49.05\|391437;2026-07-24\|47.22\|-5.75\|48.96\|50.27\|46.90\|362711;2026-07-27\|51.94\|10.00\|47.56\|51.94\|47.21\|458415;2026-07-28\|46.75\|-9.99\|50.00\|50.37\|46.75\|422643;2026-07-29\|43.62\|-6.70\|45.95\|46.69\|42.22\|758999;2026-07-30\|42.33\|-2.96\|43.55\|44.62\|40.48\|687506;2026-07-31\|43.14\|1.91\|46.56\|46.56\|43.06\|676969;2026-08-03\|40.34\|-6.49\|42.80\|43.22\|40.06\|451328;2026-08-04\|44.37\|9.99\|41.05\|44.37\|40.65\|402629;2026-08-05\|48.81\|10.01\|45.16\|48.81\|44.46\|564823;2026-08-06\|51.52\|5.55\|48.76\|52.11\|47.68\|774664;2026-08-07\|56.56\|9.78\|52.10\|56.67\|51.21\|853327;2026-08-10\|56.84\|0.49\|58.82\|59.50\|54.73\|757393;2026-08-11\|56.77\|-0.12\|55.21\|57.97\|53.81\|546115;2026-08-12\|57.00\|0.41\|56.11\|58.90\|56.00\|498751;2026-08-13\|55.76\|-2.18\|57.60\|59.05\|55.50\|515970;2026-08-14\|59.93\|7.48\|55.62\|60.95\|55.54\|606524;2026-08-17\|62.00\|3.45\|60.03\|62.30\|59.43\|542594;2026-08-18\|60.10\|-3.06\|61.00\|63.70\|58.91\|548170;2026-08-19\|54.09\|-10.00\|56.59\|57.30\|54.09\|501587;2026-08-20\|53.59\|-0.92\|53.34\|54.50\|52.25\|527155;2026-08-21\|53.91\|0.60\|53.00\|54.20\|51.69\|345135;2026-08-24\|49.43\|-8.31\|53.85\|54.11\|48.52\|639063;2026-08-25\|49.00\|-0.87\|48.30\|49.67\|46.59\|592293;2026-08-26\|49.94\|1.92\|49.43\|50.39\|47.70\|388224;2026-08-27\|52.48\|5.09\|50.88\|52.79\|49.88\|497294;2026-08-28\|52.41\|-0.13\|52.70\|54.00\|52.00\|454041;2026-08-31\|53.35\|1.79\|50.51\|53.45\|50.50\|379327;2026-09-01\|50.85\|-4.69\|54.40\|54.44\|50.38\|467445;2026-09-02\|50.79\|-0.12\|50.10\|51.87\|49.89\|374028;2026-09-03\|49.77\|-2.01\|51.30\|51.40\|49.18\|314973;2026-09-04\|47.44\|-4.68\|50.80\|50.99\|47.00\|381085;2026-09-07\|50.20\|5.82\|48.47\|50.69\|47.80\|433590;2026-09-08\|49.87\|-0.66\|50.16\|51.37\|49.05\|338767;2026-09-09\|50.53\|1.32\|50.28\|51.43\|49.76\|309171;2026-09-10\|50.85\|0.63\|49.80\|52.00\|49.63\|356142;2026-09-11\|51.52\|1.32\|49.80\|51.69\|48.10\|434396;2026-09-14\|52.79\|2.47\|50.49\|53.92\|49.12\|582719
116674	建滔积层板再度涨价	玻纤布+云母绝缘+三季报增长公司原因： 1、据2025年半年报，公司玻璃纤维布及制品产品主要分为工业级玻纤布、电子级玻纤布和石英纱、石英布，目前工艺迭代完善和客户送样正同步积极推进，产能扩充亦在武汉基地高效推进中，且后续有望进一步向上延伸完善全产业链布局。 2、据2025年半年报，公司主营耐高温云母绝缘材料、新能源安全防护复合材料及玻纤布，产品已批量用于新能源汽车电池包热失控防护，并布局储能、AI算力、深海科技等新兴领域。 3、据2025年10月27日三季报，公司2025年前三季度营收8.88亿元、同比增长14.25%，归母净利润2.01亿元、同比增长22.71%。	公司电子级玻纤布、石英布为PCB基材CCL主材	2026-05-11\|98.65\|5.26\|96.87\|101.50\|96.13\|36714;2026-05-12\|108.52\|10.01\|98.14\|108.52\|97.88\|40762;2026-05-13\|114.40\|5.42\|106.10\|114.90\|104.00\|45943;2026-05-14\|103.30\|-9.70\|112.00\|113.50\|103.27\|41290;2026-05-15\|99.83\|-3.36\|103.29\|104.98\|98.70\|34310;2026-05-18\|101.47\|1.64\|97.46\|103.99\|97.46\|25051;2026-05-19\|100.05\|-1.40\|100.47\|102.98\|96.63\|27934;2026-05-20\|100.54\|0.49\|100.00\|101.60\|98.70\|15372;2026-05-21\|99.09\|-1.44\|101.10\|105.88\|99.00\|22337;2026-05-22\|104.57\|5.53\|100.00\|104.94\|99.22\|26952;2026-05-25\|109.08\|4.31\|105.02\|109.18\|103.60\|28574;2026-05-26\|105.90\|-2.92\|106.50\|108.40\|103.11\|24165;2026-05-27\|99.33\|-6.20\|104.86\|108.90\|98.60\|33416;2026-05-28\|100.02\|0.69\|99.40\|101.80\|97.00\|27208;2026-05-29\|97.80\|-2.22\|99.80\|104.50\|96.86\|23628;2026-06-01\|91.21\|-6.74\|96.43\|98.33\|90.91\|28466;2026-06-02\|91.64\|0.47\|91.22\|92.95\|88.36\|20347;2026-06-03\|91.68\|0.04\|91.64\|93.89\|89.60\|17287;2026-06-04\|92.27\|0.64\|91.50\|92.96\|90.03\|15288;2026-06-05\|92.64\|0.40\|92.25\|95.90\|89.80\|20803;2026-06-08\|93.22\|0.63\|89.00\|95.49\|88.52\|21312;2026-06-09\|100.10\|7.38\|95.11\|100.30\|94.39\|30545;2026-06-10\|95.90\|-4.20\|98.00\|99.35\|94.76\|29403;2026-06-11\|97.40\|1.56\|94.86\|98.10\|93.60\|21350;2026-06-12\|107.14\|10.00\|99.01\|107.14\|98.11\|57421;2026-06-15\|117.85\|10.00\|109.31\|117.85\|107.17\|57532;2026-06-16\|121.40\|3.01\|122.18\|122.99\|116.53\|50281;2026-06-17\|129.15\|6.38\|119.33\|130.51\|117.93\|53739;2026-06-18\|132.20\|2.36\|128.06\|133.75\|124.32\|39298;2026-06-22\|145.42\|10.00\|134.90\|145.42\|132.20\|38642;2026-06-23\|117.30\|5.15\|113.69\|122.72\|112.10\|71647;2026-06-24\|129.03\|10.00\|117.40\|129.03\|116.50\|42165;2026-06-25\|127.57\|-1.13\|131.00\|134.04\|125.30\|92017;2026-06-26\|129.93\|1.85\|125.48\|133.90\|123.70\|61230;2026-06-29\|117.50\|-9.57\|128.00\|129.05\|116.94\|68309;2026-06-30\|125.25\|6.60\|117.52\|125.79\|115.33\|49705;2026-07-01\|123.96\|-1.03\|125.90\|128.25\|121.00\|37516;2026-07-02\|116.70\|-5.86\|120.69\|123.98\|116.00\|33062;2026-07-03\|117.08\|0.33\|119.03\|122.50\|114.00\|36426;2026-07-06\|110.39\|-5.71\|119.04\|120.50\|109.00\|40946;2026-07-07\|107.68\|-2.45\|110.39\|111.50\|105.59\|27712;2026-07-08\|106.81\|-0.81\|106.97\|113.71\|106.00\|35856;2026-07-09\|113.10\|5.89\|109.00\|117.49\|105.33\|51241;2026-07-10\|117.77\|4.13\|113.10\|124.41\|113.10\|64180;2026-07-13\|112.88\|-4.15\|116.38\|124.19\|112.27\|73223;2026-07-14\|120.27\|6.55\|113.00\|121.80\|113.00\|60944;2026-07-15\|109.61\|-8.86\|120.31\|121.38\|108.49\|60515;2026-07-16\|106.88\|-2.49\|108.34\|112.17\|104.18\|47414;2026-07-17\|96.19\|-10.00\|105.81\|106.86\|96.19\|43515;2026-07-20\|86.57\|-10.00\|94.36\|95.23\|86.57\|42788;2026-07-21\|89.35\|3.21\|80.67\|90.60\|77.91\|82359;2026-07-22\|85.58\|-4.22\|85.10\|91.26\|84.27\|52626;2026-07-23\|86.70\|1.31\|85.58\|90.51\|85.58\|36354;2026-07-24\|82.87\|-4.42\|85.33\|87.50\|82.87\|28643;2026-07-27\|89.27\|7.72\|84.48\|89.62\|81.83\|39833;2026-07-28\|82.00\|-8.14\|88.10\|88.61\|81.50\|33367;2026-07-29\|77.44\|-5.56\|82.44\|84.35\|73.80\|55280;2026-07-30\|69.70\|-9.99\|76.08\|78.06\|69.70\|59650;2026-07-31\|76.67\|10.00\|76.60\|76.67\|74.97\|52271;2026-08-03\|72.46\|-5.49\|76.62\|79.00\|71.85\|73103;2026-08-04\|78.34\|8.11\|72.54\|78.60\|70.03\|54198;2026-08-05\|86.17\|9.99\|77.63\|86.17\|77.00\|45813;2026-08-06\|86.06\|-0.13\|87.20\|89.33\|83.33\|74912;2026-08-07\|89.00\|3.42\|86.05\|91.77\|84.92\|76615;2026-08-10\|87.69\|-1.47\|89.78\|91.00\|85.69\|55849;2026-08-11\|86.86\|-0.95\|86.80\|89.88\|85.60\|38956;2026-08-12\|88.68\|2.10\|87.32\|90.48\|86.19\|40425;2026-08-13\|86.46\|-2.50\|90.18\|92.29\|86.21\|45783;2026-08-14\|89.92\|4.00\|89.20\|92.30\|87.43\|41856;2026-08-17\|92.10\|2.42\|90.78\|92.20\|89.76\|33916;2026-08-18\|96.20\|4.45\|92.90\|98.26\|92.30\|60807;2026-08-19\|88.90\|-7.59\|93.95\|97.83\|88.50\|66115;2026-08-20\|93.63\|5.32\|90.00\|94.88\|89.00\|54940;2026-08-21\|92.00\|-1.74\|92.70\|93.30\|89.01\|46280;2026-08-24\|88.68\|-3.61\|93.00\|93.00\|86.00\|41472;2026-08-25\|86.81\|-2.11\|87.65\|87.71\|83.60\|36717;2026-08-26\|85.05\|-2.03\|86.81\|88.80\|83.60\|27675;2026-08-27\|90.75\|6.70\|85.55\|91.00\|84.94\|41614;2026-08-28\|88.33\|-2.67\|90.72\|94.50\|88.13\|37202;2026-08-31\|90.13\|2.04\|87.00\|90.47\|86.33\|25785;2026-09-01\|86.07\|-4.50\|90.98\|91.12\|85.31\|33988;2026-09-02\|84.95\|-1.30\|84.00\|86.00\|83.08\|22505;2026-09-03\|84.11\|-0.99\|84.95\|86.29\|82.00\|24761;2026-09-04\|79.77\|-5.16\|84.39\|85.50\|79.15\|34986;2026-09-07\|83.51\|4.69\|79.90\|84.85\|79.27\|42566;2026-09-08\|82.28\|-1.47\|83.12\|85.50\|81.55\|26515;2026-09-09\|82.65\|0.45\|82.28\|84.99\|82.04\|20672;2026-09-10\|82.94\|0.35\|82.28\|84.83\|81.37\|19259;2026-09-11\|81.89\|-1.27\|82.62\|83.49\|77.65\|29003;2026-09-14\|82.97\|1.32\|81.34\|83.65\|78.90\|20514
116673	消息称台积电先进制程代工将全线涨价	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	公司为国内领先的芯片设计供应商，公司1月1日至4月29日新签订单金额提升至82.40亿元，AI算力相关订单占比超九成	2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|312672;2026-07-13\|271.54\|-7.01\|285.71\|299.00\|266.82\|232114;2026-07-14\|270.33\|-0.45\|272.82\|275.49\|254.01\|216377;2026-07-15\|252.98\|-6.42\|272.30\|275.00\|251.10\|166142;2026-07-16\|243.56\|-3.72\|248.00\|258.30\|240.88\|160958;2026-07-17\|231.60\|-4.91\|251.05\|255.39\|230.09\|300678;2026-07-20\|225.00\|-2.85\|240.22\|242.00\|211.54\|275056;2026-07-21\|244.70\|8.76\|228.28\|248.89\|203.67\|310004;2026-07-22\|239.47\|-2.14\|239.90\|258.89\|237.50\|243560;2026-07-23\|223.00\|-6.88\|243.30\|244.89\|221.63\|189315;2026-07-24\|221.80\|-0.54\|217.00\|228.38\|216.72\|143461;2026-07-27\|224.59\|1.26\|221.80\|227.50\|214.00\|121961;2026-07-28\|205.41\|-8.54\|216.01\|221.89\|204.00\|159057;2026-07-29\|192.02\|-6.52\|205.35\|208.30\|182.00\|230626;2026-07-30\|170.21\|-11.36\|191.76\|195.50\|170.21\|239343;2026-07-31\|193.00\|13.39\|187.79\|202.00\|187.79\|258289;2026-08-03\|184.09\|-4.62\|190.18\|196.00\|183.50\|160411;2026-08-04\|207.09\|12.49\|189.00\|209.98\|185.00\|201576;2026-08-05\|215.16\|3.90\|213.00\|219.46\|205.06\|230530;2026-08-06\|217.17\|0.93\|210.00\|220.20\|207.00\|166960;2026-08-07\|230.50\|6.14\|215.23\|231.97\|214.01\|203622;2026-08-10\|212.75\|-7.70\|227.00\|227.98\|210.28\|211995;2026-08-11\|211.51\|-0.58\|208.76\|216.30\|207.69\|119341;2026-08-12\|211.40\|-0.05\|210.00\|215.69\|206.00\|160499;2026-08-13\|206.07\|-2.52\|216.01\|219.84\|205.88\|168570;2026-08-14\|207.28\|0.59\|210.90\|211.98\|203.52\|124766;2026-08-17\|226.30\|9.18\|208.29\|226.66\|205.85\|216096;2026-08-18\|213.30\|-5.74\|215.01\|222.28\|208.66\|321301;2026-08-19\|185.29\|-13.13\|207.13\|207.64\|183.00\|273519;2026-08-20\|178.37\|-3.73\|188.17\|189.50\|176.01\|221174;2026-08-21\|178.38\|0.01\|177.97\|182.92\|175.00\|141932;2026-08-24\|168.66\|-5.45\|176.60\|178.38\|164.60\|164570;2026-08-25\|164.49\|-2.47\|166.33\|168.00\|161.37\|144634;2026-08-26\|180.50\|9.73\|165.00\|182.00\|163.33\|259954;2026-08-27\|193.70\|7.31\|180.15\|196.36\|178.80\|269871;2026-08-28\|186.90\|-3.51\|193.17\|196.85\|186.25\|182185;2026-08-31\|200.26\|7.15\|182.01\|200.60\|180.56\|223883;2026-09-01\|192.40\|-3.92\|199.92\|200.43\|191.40\|148009;2026-09-02\|193.60\|0.62\|188.00\|197.92\|186.50\|180426;2026-09-03\|191.32\|-1.18\|196.43\|198.60\|189.07\|116132;2026-09-04\|183.77\|-3.95\|194.10\|194.99\|181.14\|146586;2026-09-07\|185.78\|1.09\|186.00\|187.92\|181.08\|147451;2026-09-08\|190.88\|2.75\|185.36\|200.50\|185.02\|229150;2026-09-09\|191.00\|0.06\|196.09\|203.58\|187.86\|167824;2026-09-10\|184.15\|-3.59\|189.00\|189.18\|182.10\|196182;2026-09-11\|185.22\|0.58\|181.00\|186.01\|179.95\|209404;2026-09-14\|179.24\|-3.23\|179.00\|182.21\|174.11\|191443	半导体IP核+NPU/ASIC定制服务+Chiplet+大基金持股。自研NPU/GPU/IP等1700+个IP，为寒武纪、壁仞、燧原及互联网大厂提供AI芯片IP授权+定制流片。Chiplet互连接口IP布局沾边先进封装。截至Q1末在手订单51.33亿元，1-4月新签订单82.4亿，AI算力领域收入同比+95%。大基金二期持股7.08%。车规5nm/7nm驾驶SoC通过ISO 26262认证。2026-06-25大涨+12.35%创历史新高(338.05元)，主力净流入6.48亿。
116672	消息称台积电先进制程代工将全线涨价	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608;2026-07-27\|32.33\|2.41\|31.30\|32.33\|30.62\|684116;2026-07-28\|30.17\|-6.68\|31.40\|32.28\|29.90\|722424;2026-07-29\|29.90\|-0.89\|30.19\|30.48\|28.44\|886091;2026-07-30\|27.77\|-7.12\|29.51\|29.80\|27.42\|964574;2026-07-31\|28.26\|1.76\|29.60\|29.80\|28.21\|1077183;2026-08-03\|27.45\|-2.87\|27.90\|28.28\|27.39\|802317;2026-08-04\|29.12\|6.08\|27.70\|29.36\|27.61\|994920;2026-08-05\|30.62\|5.15\|29.00\|30.96\|28.98\|1148286;2026-08-06\|31.16\|1.76\|29.90\|31.70\|29.80\|1022784;2026-08-07\|32.55\|4.46\|31.10\|32.62\|30.90\|1078342;2026-08-10\|32.17\|-1.17\|32.55\|32.98\|31.36\|809581;2026-08-11\|32.05\|-0.37\|31.81\|33.05\|31.80\|723556;2026-08-12\|32.85\|2.50\|32.05\|33.17\|31.97\|695906;2026-08-13\|32.28\|-1.74\|33.39\|33.92\|32.19\|914841;2026-08-14\|32.75\|1.46\|32.71\|32.93\|31.98\|656533;2026-08-17\|34.05\|3.97\|32.75\|34.10\|32.62\|821119;2026-08-18\|34.88\|2.44\|34.13\|35.42\|33.75\|1205892;2026-08-19\|34.49\|-1.12\|33.59\|36.60\|33.58\|2019166;2026-08-20\|32.63\|-5.39\|34.49\|34.77\|32.17\|1558757;2026-08-21\|35.89\|9.99\|32.22\|35.89\|32.22\|771005;2026-08-24\|35.56\|-0.92\|36.25\|37.43\|34.67\|2603891;2026-08-25\|34.32\|-3.49\|34.18\|35.16\|33.05\|1746952;2026-08-26\|33.07\|-3.64\|34.32\|34.32\|32.53\|1410235;2026-08-27\|34.88\|5.47\|33.19\|34.99\|32.75\|1549049;2026-08-28\|34.17\|-2.04\|34.30\|35.62\|34.15\|1265618;2026-08-31\|34.16\|-0.03\|32.88\|34.33\|32.76\|1052591;2026-09-01\|32.35\|-5.30\|34.00\|34.05\|32.35\|1096380;2026-09-02\|31.00\|-4.17\|31.51\|31.67\|30.86\|888394;2026-09-03\|31.23\|0.74\|31.40\|31.53\|30.87\|648544;2026-09-04\|30.34\|-2.85\|31.42\|31.76\|30.01\|752301;2026-09-07\|30.96\|2.04\|30.76\|31.21\|30.44\|577484;2026-09-08\|30.36\|-1.94\|30.80\|31.09\|30.30\|625481;2026-09-09\|30.27\|-0.30\|30.57\|31.03\|30.08\|482561;2026-09-10\|30.24\|-0.10\|30.00\|30.63\|29.80\|445553;2026-09-11\|30.07\|-0.56\|29.75\|30.17\|29.00\|616405;2026-09-14\|29.85\|-0.73\|29.65\|30.20\|29.31\|373474	IDM功率半导体龙头+8英寸SiC量产+功率涨价+GaN禁售替代。厦门士兰集宏8英寸SiC产线正式通线量产，二代SiC MOSFET通过比亚迪/吉利等车企验证并批量供货。3月起MOS类芯片统一涨价约10%。英飞凌GaN产品在华禁售终审，士兰微同时布局SiC+GaN产业链。DrMOS等切入AI服务器供电。Q1净利同比+40.57%。2026-06-15涨停启动7连阳。
116671	消息称台积电先进制程代工将全线涨价	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商，公司拟吸收合并中科曙光	2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|416793;2026-07-22\|331.60\|-3.75\|338.00\|349.00\|324.69\|328879;2026-07-23\|312.00\|-5.91\|334.82\|335.35\|310.18\|256534;2026-07-24\|314.28\|0.73\|311.00\|319.36\|303.00\|198105;2026-07-27\|313.59\|-0.22\|315.93\|315.93\|301.10\|211023;2026-07-28\|298.28\|-4.88\|307.99\|314.80\|293.15\|251172;2026-07-29\|284.00\|-4.79\|303.94\|304.80\|273.55\|305065;2026-07-30\|273.42\|-3.73\|284.58\|288.00\|265.05\|292423;2026-07-31\|277.00\|1.31\|292.00\|294.00\|277.00\|294871;2026-08-03\|261.00\|-5.78\|277.00\|277.90\|259.40\|241351;2026-08-04\|275.35\|5.50\|263.99\|277.80\|259.50\|218248;2026-08-05\|288.85\|4.90\|280.00\|293.48\|277.00\|265616;2026-08-06\|291.05\|0.76\|283.32\|294.80\|282.32\|162588;2026-08-07\|295.75\|1.61\|291.03\|298.76\|288.55\|193139;2026-08-10\|290.44\|-1.80\|295.70\|295.74\|285.73\|170518;2026-08-11\|287.01\|-1.18\|285.79\|292.77\|285.51\|122357;2026-08-12\|287.66\|0.23\|289.05\|290.50\|283.59\|133994;2026-08-13\|286.00\|-0.58\|293.30\|296.99\|285.36\|186107;2026-08-14\|280.99\|-1.75\|289.97\|289.97\|276.60\|190316;2026-08-17\|288.80\|2.78\|281.00\|288.80\|279.33\|233567;2026-08-18\|280.08\|-3.02\|287.94\|288.00\|273.00\|269220;2026-08-19\|259.74\|-7.26\|273.05\|273.46\|256.11\|285990;2026-08-20\|246.33\|-5.16\|261.99\|262.02\|244.16\|308842;2026-08-21\|246.21\|-0.05\|245.00\|249.32\|242.22\|214408;2026-08-24\|230.81\|-6.25\|246.00\|246.00\|227.07\|295050;2026-08-25\|232.06\|0.54\|226.98\|234.59\|225.75\|182566;2026-08-26\|230.96\|-0.47\|232.00\|233.48\|228.20\|198812;2026-08-27\|245.97\|6.50\|240.00\|249.67\|240.00\|312713;2026-08-28\|245.49\|-0.20\|244.10\|254.80\|244.00\|228614;2026-08-31\|253.90\|3.43\|239.50\|254.05\|238.33\|187456;2026-09-01\|250.43\|-1.37\|252.25\|256.60\|248.51\|149575;2026-09-02\|247.21\|-1.29\|247.39\|249.85\|243.60\|139569;2026-09-03\|246.20\|-0.41\|250.01\|250.66\|244.18\|103568;2026-09-04\|243.67\|-1.03\|249.00\|251.38\|241.49\|135030;2026-09-07\|242.71\|-0.39\|246.00\|246.94\|234.06\|235448;2026-09-08\|236.90\|-2.39\|246.00\|247.99\|236.28\|179187;2026-09-09\|235.80\|-0.46\|242.00\|246.88\|234.32\|166308;2026-09-10\|232.37\|-1.45\|232.00\|234.99\|230.66\|130787;2026-09-11\|230.89\|-0.64\|228.02\|231.50\|225.37\|190054;2026-09-14\|223.69\|-3.12\|225.60\|227.80\|220.77\|147998	国产x86 CPU+DCU（深算系列GPGPU），信创服务器+智算中心双轮驱动，国产算力核心标的。催化：头部互联网大厂批量采购国产推理GPU传闻；陆家嘴论坛资本市场改革利好科创板硬科技；国产算力招标加速预期。2026-06-24涨超11%。
116670	消息称台积电先进制程代工将全线涨价	涨停揭秘：华大九天4月27日涨停，受全球AI芯片设计高景气及国产替代加速催化，EDA工具在高性能计算与HBM配套设计中战略地位凸显；涨停缘由：公司为国内唯一全流程EDA供应商，其模拟/数字全流程工具已支持7nm以下先进工艺，深度适配昇腾、寒武纪等AI芯片设计需求；英特尔等大厂业绩超预期强化全球算力基建投入预期；资金逻辑：主力资金单日净流入超8500万元，北向持仓连续三周增持，板块内机构一致预期上调2026年营收增速至38%+；风险提示：EDA行业研发投入强度高、客户认证周期长，短期盈利弹性受限；国际巨头技术壁垒仍存	国产EDA龙头，股东中电金投拟增持1%-2%股份	2026-05-11\|94.42\|2.41\|93.25\|96.17\|92.85\|114338;2026-05-12\|95.80\|1.46\|94.00\|97.51\|92.78\|121402;2026-05-13\|95.97\|0.18\|95.00\|96.34\|93.11\|92760;2026-05-14\|94.27\|-1.77\|96.95\|98.23\|94.27\|107682;2026-05-15\|95.67\|1.49\|94.65\|98.28\|92.72\|111454;2026-05-18\|94.54\|-1.18\|94.92\|96.90\|93.66\|78642;2026-05-19\|95.08\|0.57\|94.34\|95.28\|92.24\|82546;2026-05-20\|103.39\|8.74\|95.08\|103.50\|95.07\|183510;2026-05-21\|97.22\|-5.97\|101.78\|106.69\|96.80\|198180;2026-05-22\|108.69\|11.80\|97.25\|108.88\|96.68\|279314;2026-05-25\|125.04\|15.04\|107.00\|130.43\|106.00\|518198;2026-05-26\|135.00\|7.97\|130.53\|137.56\|126.00\|657484;2026-05-27\|127.42\|-5.61\|130.00\|132.30\|125.00\|399483;2026-05-28\|128.58\|0.91\|124.07\|129.60\|119.19\|324536;2026-05-29\|114.50\|-10.95\|125.10\|125.47\|111.11\|327292;2026-06-01\|105.75\|-7.52\|112.11\|113.32\|105.43\|220752;2026-06-02\|105.30\|-0.43\|107.00\|109.15\|104.68\|201801;2026-06-03\|105.83\|0.50\|105.00\|110.90\|105.00\|213626;2026-06-04\|103.63\|-2.08\|103.13\|107.37\|101.95\|179238;2026-06-05\|98.73\|-4.73\|102.99\|103.81\|98.10\|208231;2026-06-08\|95.15\|-3.63\|94.01\|98.23\|93.50\|152627;2026-06-09\|99.50\|4.57\|96.65\|100.78\|94.82\|163557;2026-06-10\|96.87\|-2.64\|98.49\|99.90\|96.10\|114967;2026-06-11\|96.45\|-0.43\|95.80\|98.49\|95.10\|106845;2026-06-12\|94.57\|-1.95\|99.50\|99.91\|94.10\|146189;2026-06-15\|101.65\|7.49\|96.05\|101.75\|94.52\|159210;2026-06-16\|99.61\|-2.01\|101.07\|101.14\|98.26\|131228;2026-06-17\|105.01\|5.42\|98.00\|105.29\|97.40\|175178;2026-06-18\|104.00\|-0.96\|104.00\|105.00\|102.90\|133629;2026-06-22\|101.71\|-2.20\|105.40\|106.18\|99.11\|157938;2026-06-23\|101.30\|-0.40\|100.95\|105.43\|99.23\|127858;2026-06-24\|107.85\|6.47\|99.98\|109.07\|97.50\|201968;2026-06-25\|110.10\|2.09\|109.70\|110.75\|104.30\|202445;2026-06-26\|113.76\|3.32\|110.00\|117.99\|103.51\|255556;2026-06-29\|114.26\|0.44\|111.11\|118.15\|108.22\|241573;2026-06-30\|119.42\|4.52\|113.45\|120.00\|110.05\|236615;2026-07-01\|118.78\|-0.54\|117.33\|123.51\|116.00\|240146;2026-07-02\|108.10\|-8.99\|114.19\|116.09\|107.83\|186142;2026-07-03\|102.77\|-4.93\|108.48\|109.50\|102.61\|177103;2026-07-06\|117.21\|14.05\|109.40\|123.30\|108.80\|336858;2026-07-07\|119.39\|1.86\|113.50\|121.50\|113.46\|235441;2026-07-08\|117.18\|-1.85\|118.15\|120.58\|109.50\|233682;2026-07-09\|123.41\|5.32\|119.00\|124.39\|114.44\|305718;2026-07-10\|112.40\|-8.92\|122.56\|124.06\|112.40\|283606;2026-07-13\|119.83\|6.61\|111.18\|127.96\|110.73\|286200;2026-07-14\|116.79\|-2.54\|119.00\|121.90\|113.00\|201038;2026-07-15\|110.13\|-5.70\|116.00\|116.66\|107.98\|162590;2026-07-16\|106.21\|-3.56\|106.04\|112.63\|104.95\|135407;2026-07-17\|97.50\|-8.20\|106.29\|108.50\|97.00\|154466;2026-07-20\|93.72\|-3.88\|100.00\|100.79\|90.97\|154432;2026-07-21\|99.89\|6.58\|95.13\|100.70\|93.61\|139164;2026-07-22\|98.13\|-1.76\|98.60\|101.98\|97.65\|110393;2026-07-23\|93.06\|-5.17\|97.80\|98.60\|92.78\|109254;2026-07-24\|91.45\|-1.73\|91.23\|94.33\|90.99\|65634;2026-07-27\|92.22\|0.84\|90.90\|92.85\|88.38\|62814;2026-07-28\|89.40\|-3.06\|90.61\|92.45\|89.00\|71000;2026-07-29\|90.00\|0.67\|90.44\|90.44\|86.00\|76739;2026-07-30\|85.49\|-5.01\|89.01\|89.80\|85.18\|81971;2026-07-31\|87.40\|2.23\|92.00\|92.00\|87.39\|89612;2026-08-03\|87.05\|-0.40\|86.98\|87.99\|85.71\|69531;2026-08-04\|89.81\|3.17\|89.10\|90.18\|88.20\|70835;2026-08-05\|92.85\|3.38\|89.81\|93.90\|89.01\|100776;2026-08-06\|94.40\|1.67\|91.34\|94.86\|91.05\|94209;2026-08-07\|94.69\|0.31\|93.39\|95.99\|92.81\|90987;2026-08-10\|93.13\|-1.65\|95.00\|95.00\|92.50\|60728;2026-08-11\|97.96\|5.19\|93.00\|100.00\|92.60\|124612;2026-08-12\|98.35\|0.40\|98.80\|100.88\|97.60\|68671;2026-08-13\|95.74\|-2.65\|99.60\|99.60\|95.70\|83258;2026-08-14\|95.90\|0.17\|96.99\|97.50\|94.22\|57651;2026-08-17\|99.17\|3.41\|95.90\|99.39\|95.02\|87086;2026-08-18\|101.72\|2.57\|98.23\|103.30\|97.15\|96952;2026-08-19\|97.01\|-4.63\|99.70\|100.37\|96.45\|87712;2026-08-20\|94.64\|-2.44\|97.90\|97.97\|94.27\|62956;2026-08-21\|95.20\|0.59\|94.99\|96.69\|94.32\|50799;2026-08-24\|91.25\|-4.15\|95.12\|95.19\|90.07\|58714;2026-08-25\|92.40\|1.26\|90.33\|92.86\|89.01\|45570;2026-08-26\|94.30\|2.06\|92.35\|95.05\|92.08\|50762;2026-08-27\|96.62\|2.46\|94.47\|97.11\|93.73\|63159;2026-08-28\|96.10\|-0.54\|96.62\|100.60\|96.02\|83294;2026-08-31\|99.71\|3.76\|94.76\|100.78\|94.60\|92926;2026-09-01\|97.61\|-2.11\|100.02\|101.50\|97.51\|49860;2026-09-02\|94.09\|-3.61\|96.70\|96.80\|94.04\|52031;2026-09-03\|92.47\|-1.72\|95.00\|95.10\|92.00\|42411;2026-09-04\|89.70\|-3.00\|92.75\|93.49\|88.88\|67775;2026-09-07\|93.28\|3.99\|92.88\|93.98\|90.78\|74501;2026-09-08\|90.36\|-3.13\|93.28\|94.87\|90.12\|70347;2026-09-09\|89.50\|-0.95\|90.11\|90.90\|89.02\|41445;2026-09-10\|89.01\|-0.55\|89.00\|90.10\|88.60\|27464;2026-09-11\|86.52\|-2.80\|88.28\|88.35\|85.85\|51822;2026-09-14\|84.58\|-2.24\|86.01\|86.42\|84.35\|48656	EDA全流程国产替代龙头+拟收购芯和半导体+AI EDA工具。国内唯一具备模拟/数字/射频/存储/先进封装全流程EDA能力的厂商。筹划收购芯和半导体(电磁仿真EDA龙头)100%股权补强射频EDA。推出AI驱动工艺诊断/供电分析工具。大基金二期持股8.88%，中电金投拟增持1%-2%。6月陆家嘴论坛硬科技政策+存储板块爆发联动EDA上游。2026-06-24涨+6.47%(107.85元)。
116669	消息称台积电先进制程代工将全线涨价	涨停揭秘：大基金三期成立后首度出手半导体设备领域，公司定增募资加码产业化，叠加长鑫科技IPO注册获批共振；涨停缘由：拓荆键科引入国投集新基金（实控人为大基金三期），标志国家资本对薄膜沉积设备战略重视升级；资金逻辑：资金聚焦大基金三期首批覆盖标的，拓荆科技在PECVD、SACVD等设备领域已实现国产替代突破；风险提示：定增项目达产周期较长，短期业绩弹性受限，设备验收周期存在不确定性	公司拟定增募资46亿投入高端半导体设备产业化基地建设等项目。在披露定增预案的同时，还宣布向控股子公司拓荆键科增资，后者还将引入多家外部投资者，其中包括实控人为大基金三期的国投集新基金，这也是大基金三期成立至今首度出手半导体产业项目	2026-05-11\|504.18\|8.88\|475.00\|516.96\|468.86\|84239;2026-05-12\|507.02\|0.56\|500.00\|514.98\|490.00\|56754;2026-05-13\|515.02\|1.58\|499.00\|523.00\|487.01\|60626;2026-05-14\|493.00\|-4.28\|520.00\|525.00\|491.17\|52326;2026-05-15\|529.94\|7.49\|493.00\|565.00\|472.06\|105704;2026-05-18\|525.21\|-0.89\|540.00\|556.00\|520.01\|89217;2026-05-19\|554.93\|5.66\|525.21\|562.78\|508.00\|83496;2026-05-20\|634.88\|14.41\|570.00\|636.27\|566.03\|123297;2026-05-21\|606.20\|-4.52\|648.01\|698.00\|601.00\|151151;2026-05-22\|616.98\|1.78\|606.00\|636.00\|578.00\|123410;2026-05-25\|721.00\|16.86\|602.00\|740.05\|583.85\|146309;2026-05-26\|750.00\|4.02\|721.12\|779.00\|696.00\|124141;2026-05-27\|667.00\|-11.07\|742.50\|744.00\|664.97\|131486;2026-05-28\|672.61\|0.84\|664.97\|700.00\|641.12\|117126;2026-05-29\|627.99\|-6.63\|669.45\|669.45\|618.03\|115296;2026-06-01\|583.35\|-7.11\|611.00\|622.00\|580.62\|97694;2026-06-02\|596.00\|2.17\|585.00\|605.99\|575.00\|103612;2026-06-03\|615.49\|3.27\|590.00\|641.80\|589.12\|119211;2026-06-04\|623.02\|1.28\|601.00\|636.00\|596.01\|91215;2026-06-05\|582.30\|-6.54\|601.98\|616.44\|579.00\|88281;2026-06-08\|568.47\|-2.38\|550.00\|583.00\|548.00\|82503;2026-06-09\|597.00\|5.02\|582.05\|603.88\|572.00\|72676;2026-06-10\|618.00\|3.52\|586.00\|634.94\|586.00\|102679;2026-06-11\|655.27\|6.03\|602.01\|656.85\|602.01\|109942;2026-06-12\|645.18\|-1.54\|699.00\|716.74\|641.00\|154919;2026-06-15\|669.69\|3.80\|650.01\|674.30\|615.10\|90565;2026-06-16\|655.80\|-2.07\|678.00\|679.99\|640.00\|88595;2026-06-17\|740.00\|12.84\|640.02\|740.88\|638.38\|118080;2026-06-18\|734.00\|-0.81\|730.00\|754.10\|721.65\|89339;2026-06-22\|748.01\|1.91\|740.00\|766.00\|708.90\|82975;2026-06-23\|770.00\|2.94\|739.95\|778.68\|702.44\|93039;2026-06-24\|820.00\|6.49\|736.00\|838.00\|736.00\|88363;2026-06-25\|823.00\|0.37\|829.20\|861.08\|799.99\|77167;2026-06-26\|832.00\|1.09\|806.66\|865.00\|790.00\|80245;2026-07-13\|845.00\|1.56\|890.99\|910.00\|680.05\|224661;2026-07-14\|850.01\|0.59\|805.00\|945.00\|805.00\|170267;2026-07-15\|774.00\|-8.94\|860.00\|877.70\|765.01\|129709;2026-07-16\|722.00\|-6.72\|735.02\|765.00\|710.00\|82546;2026-07-17\|699.08\|-3.17\|718.42\|752.00\|683.34\|103627;2026-07-20\|637.05\|-8.87\|718.79\|725.00\|621.00\|106407;2026-07-21\|764.46\|20.00\|657.00\|764.46\|613.81\|117239;2026-07-22\|791.08\|3.48\|762.00\|819.90\|761.36\|114839;2026-07-23\|743.00\|-6.08\|791.08\|798.00\|732.00\|79043;2026-07-24\|791.00\|6.46\|728.00\|809.00\|720.00\|90569;2026-07-27\|791.90\|0.11\|770.05\|818.88\|735.89\|91317;2026-07-28\|710.00\|-10.34\|753.51\|788.00\|703.38\|86546;2026-07-29\|700.87\|-1.29\|707.00\|729.78\|651.58\|94277;2026-07-30\|642.00\|-8.40\|682.00\|709.00\|642.00\|82243;2026-07-31\|664.97\|3.58\|709.00\|727.27\|662.00\|86265;2026-08-03\|591.86\|-10.99\|655.24\|659.33\|579.79\|101060;2026-08-04\|604.50\|2.14\|596.01\|618.86\|570.00\|89408;2026-08-05\|677.88\|12.14\|605.03\|692.99\|601.00\|112113;2026-08-06\|682.03\|0.61\|646.00\|709.00\|646.00\|82251;2026-08-07\|690.65\|1.26\|680.00\|702.91\|670.00\|72183;2026-08-10\|728.00\|5.41\|693.46\|729.00\|685.00\|72753;2026-08-11\|700.00\|-3.85\|710.00\|728.42\|693.13\|59237;2026-08-12\|703.03\|0.43\|708.00\|718.95\|695.00\|67648;2026-08-13\|685.11\|-2.55\|717.00\|718.58\|683.13\|66416;2026-08-14\|688.20\|0.45\|695.00\|706.80\|676.06\|48674;2026-08-17\|719.01\|4.48\|688.00\|721.30\|681.82\|63330;2026-08-18\|755.46\|5.07\|719.93\|755.69\|719.93\|69972;2026-08-19\|690.00\|-8.66\|725.00\|743.00\|683.34\|73870;2026-08-20\|671.26\|-2.72\|699.99\|709.43\|661.60\|63586;2026-08-21\|673.50\|0.33\|677.00\|699.66\|670.30\|50471;2026-08-24\|684.13\|1.58\|680.00\|706.56\|666.00\|58701;2026-08-25\|654.99\|-4.26\|677.57\|677.97\|633.35\|58194;2026-08-26\|675.06\|3.06\|651.00\|686.50\|645.01\|44170;2026-08-27\|693.00\|2.66\|674.90\|698.00\|664.11\|49597;2026-08-28\|669.29\|-3.42\|690.00\|695.00\|668.11\|34555;2026-08-31\|677.86\|1.28\|654.00\|682.18\|645.66\|38935;2026-09-01\|650.51\|-4.03\|684.42\|684.42\|648.56\|38829;2026-09-02\|644.31\|-0.95\|645.15\|656.56\|636.01\|32278;2026-09-03\|641.04\|-0.51\|654.00\|658.00\|636.62\|27786;2026-09-04\|621.93\|-2.98\|645.00\|654.39\|620.00\|41347;2026-09-07\|651.92\|4.82\|638.00\|658.88\|623.00\|41369;2026-09-08\|632.00\|-3.06\|648.95\|650.00\|616.30\|41539;2026-09-09\|631.18\|-0.13\|645.84\|646.00\|627.01\|27156;2026-09-10\|630.95\|-0.04\|627.37\|638.66\|620.05\|21574;2026-09-11\|620.88\|-1.60\|618.00\|625.88\|602.25\|42640;2026-09-14\|601.00\|-3.20\|607.77\|614.08\|598.53\|36746	薄膜沉积设备龙头(PECVD/ALD/SACVD)+存储扩产+HBM+46亿定增落地。国内唯一全系列薄膜沉积设备量产商，长江存储3D NAND市占率超30%、长鑫DRAM深度配套。在手订单超120亿排至2027年。ALD适配HBM原子级镀膜，混合键合设备适配Chiplet/3D封装。6月22日完成46亿定增(发行价576.01元/股)，引入大基金三期特殊载体国投集新基金。Q1净利5.71亿(同比+488%)，毛利率41.69%创新高。2026-06-24大涨+6.49%(820元)。
116668	消息称台积电先进制程代工将全线涨价	涨停揭秘：中国大陆技术最先进、规模最大的晶圆代工企业；英特尔、德州仪器等海外巨头业绩超预期，叠加上半年存储涨价延续，代工产能利用率持续攀升；涨停缘由：全球半导体周期回暖+存储涨价延续+成熟制程需求旺盛+国产替代纵深推进+设备材料自主可控加速；资金逻辑：资金回流硬科技核心资产，中芯国际作为A股半导体制造唯一龙头获机构加仓；北向资金连续三日净买入，融资余额同步上升；风险提示：先进制程研发进展与客户导入进度存在不确定性；美国出口管制政策存在进一步收紧风险	公司是中国大陆技术最先进、规模最大的晶圆代工企业	2026-05-11\|122.52\|1.84\|122.99\|124.57\|121.90\|814860;2026-05-12\|121.98\|-0.44\|124.44\|125.44\|120.00\|817732;2026-05-13\|121.86\|-0.10\|119.00\|122.50\|116.04\|954951;2026-05-14\|117.90\|-3.25\|121.92\|124.04\|117.00\|790650;2026-05-15\|119.02\|0.95\|121.00\|125.00\|118.48\|1328101;2026-05-18\|117.62\|-1.18\|117.40\|120.34\|115.60\|748969;2026-05-19\|118.82\|1.02\|116.16\|118.88\|112.68\|840270;2026-05-20\|133.81\|12.62\|118.00\|136.63\|117.50\|2248801;2026-05-21\|127.22\|-4.92\|134.00\|137.63\|127.10\|1546777;2026-05-22\|131.33\|3.23\|129.33\|132.18\|126.50\|1199478;2026-05-25\|156.00\|18.78\|136.00\|157.60\|136.00\|2521802;2026-05-26\|149.18\|-4.37\|150.73\|154.44\|145.50\|1799242;2026-05-27\|146.22\|-1.98\|150.00\|153.52\|145.00\|1234984;2026-05-28\|153.70\|5.12\|146.00\|159.05\|146.00\|1608232;2026-05-29\|139.91\|-8.97\|150.92\|152.38\|138.49\|1536813;2026-06-01\|132.44\|-5.34\|139.76\|140.80\|132.04\|1008849;2026-06-02\|132.48\|0.03\|132.98\|135.50\|129.30\|923688;2026-06-03\|134.00\|1.15\|132.00\|138.75\|131.85\|992127;2026-06-04\|134.88\|0.66\|131.00\|137.57\|130.00\|778527;2026-06-05\|127.40\|-5.55\|131.00\|134.75\|126.70\|934574;2026-06-08\|121.92\|-4.30\|120.00\|124.28\|120.00\|781226;2026-06-09\|127.30\|4.41\|123.50\|128.03\|120.89\|769663;2026-06-10\|125.34\|-1.54\|125.00\|131.18\|124.50\|669094;2026-06-11\|127.40\|1.64\|124.00\|129.08\|123.01\|626276;2026-06-12\|124.88\|-1.98\|131.64\|134.87\|124.37\|817437;2026-06-15\|130.52\|4.52\|128.59\|131.00\|124.89\|728604;2026-06-16\|130.14\|-0.29\|131.00\|134.34\|127.93\|745583;2026-06-17\|134.70\|3.50\|127.91\|134.88\|126.68\|963562;2026-06-18\|140.70\|4.45\|136.11\|144.63\|132.88\|1244937;2026-06-22\|145.59\|3.48\|140.78\|148.00\|140.00\|1060961;2026-06-23\|141.70\|-2.67\|143.58\|148.30\|139.60\|918201;2026-06-24\|151.53\|6.94\|141.50\|156.35\|141.32\|1411624;2026-06-25\|156.86\|3.52\|152.00\|158.66\|151.00\|1186102;2026-06-26\|148.76\|-5.16\|153.70\|156.22\|146.50\|1076155;2026-06-29\|151.00\|1.51\|147.80\|152.99\|141.00\|1027401;2026-06-30\|158.82\|5.18\|152.05\|160.66\|150.00\|1066795;2026-07-01\|154.48\|-2.73\|160.19\|166.88\|152.31\|1146777;2026-07-02\|144.10\|-6.72\|146.50\|151.69\|141.26\|949024;2026-07-03\|140.31\|-2.63\|144.89\|146.45\|140.20\|770412;2026-07-06\|143.99\|2.62\|143.40\|147.86\|135.26\|896631;2026-07-07\|145.42\|0.99\|142.00\|149.51\|140.16\|689117;2026-07-08\|152.10\|4.59\|148.00\|156.98\|142.60\|1000253;2026-07-09\|173.00\|13.74\|153.68\|174.51\|152.10\|1446296;2026-07-10\|163.02\|-5.77\|173.00\|176.34\|162.58\|1127089;2026-07-13\|163.58\|0.34\|160.01\|172.44\|160.01\|1081333;2026-07-14\|160.99\|-1.58\|165.66\|166.88\|150.20\|1162794;2026-07-15\|153.64\|-4.57\|160.00\|162.78\|150.25\|834883;2026-07-16\|151.80\|-1.20\|146.00\|160.47\|145.99\|842586;2026-07-17\|139.88\|-7.85\|150.01\|155.51\|139.02\|1029520;2026-07-20\|144.00\|2.95\|145.00\|147.47\|138.11\|939425;2026-07-21\|160.00\|11.11\|148.00\|161.40\|140.58\|1139808;2026-07-22\|155.59\|-2.76\|156.00\|160.40\|153.38\|799705;2026-07-23\|145.09\|-6.75\|157.00\|157.49\|143.56\|748152;2026-07-24\|143.73\|-0.94\|145.31\|148.60\|142.56\|477433;2026-07-27\|143.77\|0.03\|145.69\|146.05\|136.81\|536378;2026-07-28\|136.70\|-4.92\|141.68\|146.50\|134.58\|658066;2026-07-29\|130.90\|-4.24\|138.31\|138.88\|128.00\|683856;2026-07-30\|122.99\|-6.04\|128.68\|130.79\|121.82\|799846;2026-07-31\|123.99\|0.81\|134.00\|134.99\|123.69\|773130;2026-08-03\|116.50\|-6.04\|123.00\|123.41\|116.00\|654376;2026-08-04\|121.10\|3.95\|116.70\|122.50\|115.21\|644307;2026-08-05\|125.45\|3.59\|121.00\|127.55\|120.36\|663329;2026-08-06\|124.15\|-1.04\|122.00\|126.99\|121.88\|518881;2026-08-07\|128.50\|3.50\|123.36\|128.50\|123.13\|601908;2026-08-10\|126.25\|-1.75\|128.49\|128.66\|124.11\|427654;2026-08-11\|125.41\|-0.67\|124.85\|128.43\|124.50\|371760;2026-08-12\|127.96\|2.03\|126.00\|128.50\|124.51\|438380;2026-08-13\|129.44\|1.16\|129.00\|134.50\|129.00\|666294;2026-08-14\|132.87\|2.65\|133.99\|135.36\|129.67\|774497;2026-08-17\|136.76\|2.93\|132.00\|137.42\|130.80\|680113;2026-08-18\|134.98\|-1.30\|136.00\|137.48\|132.47\|574241;2026-08-19\|128.01\|-5.16\|130.87\|131.56\|126.01\|665954;2026-08-20\|125.50\|-1.96\|128.80\|129.28\|124.79\|401270;2026-08-21\|124.80\|-0.56\|124.32\|126.86\|124.20\|305664;2026-08-24\|120.58\|-3.38\|124.50\|124.78\|118.30\|476717;2026-08-25\|120.00\|-0.48\|118.58\|121.64\|117.88\|310643;2026-08-26\|124.15\|3.46\|120.50\|124.60\|120.22\|401081;2026-08-27\|126.33\|1.76\|124.05\|126.78\|123.51\|343777;2026-08-28\|125.88\|-0.36\|126.33\|128.47\|125.50\|296693;2026-08-31\|128.70\|2.24\|123.00\|129.89\|122.75\|372780;2026-09-01\|126.11\|-2.01\|128.00\|128.12\|125.46\|235781;2026-09-02\|122.55\|-2.82\|124.58\|124.58\|122.00\|285453;2026-09-03\|123.87\|1.08\|123.77\|124.86\|122.90\|221538;2026-09-04\|121.14\|-2.20\|124.98\|125.75\|120.55\|312718;2026-09-07\|124.12\|2.46\|122.50\|125.30\|122.22\|313148;2026-09-08\|121.52\|-2.09\|124.25\|124.44\|121.50\|277642;2026-09-09\|120.51\|-0.83\|122.12\|122.96\|120.06\|218576;2026-09-10\|119.18\|-1.10\|120.00\|120.37\|118.90\|191519;2026-09-11\|117.41\|-1.49\|118.00\|118.40\|115.80\|351651;2026-09-14\|114.07\|-2.84\|116.80\|116.80\|113.96\|277147	大陆晶圆代工绝对龙头+大基金入股+收购中芯北方完成+台积电涨价外溢。6月23日完成向大基金一期等发行5.47亿股A股收购中芯北方49%股权(发行价74.20元/股)，中芯北方成为全资子公司，大基金合计持股升至6.80%。台积电7nm以下涨价5%-10%，部分成熟制程订单外溢；TrendForce预计8英寸稼动率回升至85%-90%。14nm量产/N+1/N+2推进，大基金三期重点支持标的。南向资金6月25日净买入港股超26亿港元。2026-06-24 A股涨+6.94%(151.53元)，港股涨近9%。
116667	消息称台积电先进制程代工将全线涨价	高压储能+粤芯半导体+重组推进 1、据2026年4月27日机构调研，公司储能业务在手订单约24亿元，级联高压直挂大容量储能系统转化效率达91%；已投运及在建的独立储能电站总规模约1.4GWh，其中在建项目预计三季度全部投运。 2、据2026年4月27日机构调研，公司通过产业基金间接持有粤芯半导体相关权益，截至目前持股比例未发生变动，亦无减持安排。 3、据2026年4月16日公告，公司拟发行股份及支付现金收购智光储能27.18%股权并配套募资，配套资金拟用于储能PACK生产线扩建及固态变压器研发等，目前相关议案已通过董事会审议并披露重组报告书草案。	公司通过产业基金间接持有粤芯半导体股权，粤芯为粤港澳大湾区唯一量产12英寸特色工艺晶圆厂，三期厂房已封顶	2026-05-11\|13.46\|1.13\|13.50\|13.65\|13.26\|275828;2026-05-12\|13.56\|0.74\|13.52\|13.70\|13.32\|259110;2026-05-13\|14.14\|4.28\|13.52\|14.45\|13.44\|458356;2026-05-14\|14.31\|1.20\|14.25\|14.90\|14.10\|450164;2026-05-15\|14.11\|-1.40\|14.35\|14.43\|13.92\|337220;2026-05-18\|15.03\|6.52\|14.00\|15.38\|13.94\|520361;2026-05-19\|16.26\|8.18\|15.07\|16.30\|14.96\|691331;2026-05-20\|17.89\|10.02\|16.26\|17.89\|16.10\|871976;2026-05-21\|17.80\|-0.50\|17.95\|18.45\|17.59\|962385;2026-05-22\|18.87\|6.01\|17.81\|18.95\|17.81\|730164;2026-05-25\|18.80\|-0.37\|19.55\|19.86\|18.36\|710137;2026-05-26\|18.31\|-2.61\|18.80\|18.98\|18.05\|454329;2026-05-27\|18.14\|-0.93\|18.44\|18.74\|17.80\|467648;2026-05-28\|18.25\|0.61\|18.35\|19.04\|17.90\|413081;2026-05-29\|16.43\|-9.97\|18.28\|18.37\|16.43\|654710;2026-06-01\|16.35\|-0.49\|16.58\|16.98\|16.33\|472922;2026-06-02\|15.69\|-4.04\|16.49\|16.65\|15.42\|410910;2026-06-03\|16.13\|2.80\|15.66\|16.35\|15.49\|391058;2026-06-04\|15.97\|-0.99\|15.83\|16.29\|15.71\|246821;2026-06-05\|15.76\|-1.31\|15.70\|16.08\|15.41\|306670;2026-06-08\|15.26\|-3.17\|15.44\|16.55\|15.10\|421574;2026-06-09\|15.24\|0.40\|16.20\|16.27\|15.16\|534438;2026-06-10\|15.23\|-0.07\|15.18\|15.77\|14.71\|469165;2026-06-11\|14.97\|-1.71\|15.32\|15.35\|14.83\|301913;2026-06-12\|14.94\|-0.20\|15.21\|15.59\|14.80\|363620;2026-06-15\|15.09\|1.00\|15.00\|15.14\|14.50\|347406;2026-06-16\|15.29\|1.33\|15.00\|16.10\|14.80\|547601;2026-06-17\|14.97\|-2.09\|15.13\|15.55\|14.96\|372066;2026-06-18\|14.23\|-4.94\|14.83\|14.85\|14.17\|461606;2026-06-22\|14.26\|0.21\|14.23\|14.29\|13.75\|351205;2026-06-23\|14.36\|0.70\|14.22\|14.57\|13.88\|317261;2026-06-24\|15.79\|9.96\|14.21\|15.80\|14.03\|611471;2026-06-25\|15.37\|-2.66\|16.06\|16.26\|15.33\|580296;2026-06-26\|14.91\|-2.99\|15.56\|16.05\|14.72\|483143;2026-06-29\|14.36\|-3.69\|14.60\|14.80\|13.94\|389880;2026-06-30\|14.64\|1.95\|14.31\|14.70\|14.05\|265130;2026-07-01\|14.46\|-1.23\|14.59\|14.80\|14.21\|332629;2026-07-02\|13.84\|-4.29\|14.25\|14.66\|13.81\|350917;2026-07-03\|13.87\|0.22\|13.99\|14.10\|13.70\|250543;2026-07-06\|13.87\|0.00\|13.89\|14.48\|13.78\|249457;2026-07-07\|13.30\|-4.11\|13.81\|13.87\|13.26\|234438;2026-07-08\|12.89\|-3.08\|13.31\|13.49\|12.80\|211681;2026-07-09\|12.95\|0.47\|13.07\|13.13\|12.50\|203964;2026-07-10\|13.16\|1.62\|13.00\|13.48\|12.94\|231414;2026-07-13\|13.37\|1.60\|13.10\|14.14\|12.88\|437582;2026-07-14\|13.26\|-0.82\|13.24\|13.42\|12.86\|231595;2026-07-15\|12.51\|-5.66\|13.08\|13.10\|12.01\|386059;2026-07-16\|12.09\|-3.36\|12.49\|12.65\|12.02\|228323;2026-07-17\|11.20\|-7.36\|12.00\|12.23\|11.19\|302875;2026-07-20\|10.43\|-6.88\|11.35\|11.44\|10.23\|384778;2026-07-21\|10.83\|3.84\|10.60\|10.89\|9.74\|358787;2026-07-22\|10.67\|-1.48\|10.73\|10.95\|10.58\|200896;2026-07-23\|11.15\|4.50\|10.60\|11.17\|10.60\|233677;2026-07-24\|10.63\|-4.66\|11.01\|11.13\|10.58\|196415;2026-07-27\|11.06\|4.05\|10.60\|11.08\|10.52\|180367;2026-07-28\|10.90\|-1.45\|10.92\|11.17\|10.80\|179425;2026-07-29\|11.03\|1.19\|10.83\|11.17\|10.56\|213683;2026-07-30\|10.40\|-5.71\|10.95\|11.11\|10.34\|245086;2026-07-31\|10.85\|4.33\|10.67\|11.11\|10.67\|259707;2026-08-03\|11.32\|4.33\|10.85\|11.46\|10.84\|248524;2026-08-04\|11.78\|4.06\|11.50\|11.78\|11.32\|242903;2026-08-05\|12.45\|5.69\|11.95\|12.50\|11.83\|310334;2026-08-06\|12.83\|3.05\|12.40\|12.83\|12.30\|276576;2026-08-07\|12.91\|0.62\|12.80\|12.99\|12.65\|249813;2026-08-10\|12.97\|0.46\|13.12\|13.16\|12.73\|182862;2026-08-11\|13.04\|0.54\|12.86\|13.28\|12.70\|203944;2026-08-12\|13.28\|1.84\|13.00\|13.30\|12.93\|151962;2026-08-13\|12.87\|-3.09\|13.31\|13.42\|12.84\|270236;2026-08-14\|13.23\|2.80\|12.88\|13.35\|12.73\|237232;2026-08-17\|13.44\|1.59\|13.22\|13.45\|12.94\|185032;2026-08-18\|13.05\|-2.90\|13.43\|13.53\|12.95\|199682;2026-08-19\|12.65\|-3.07\|12.90\|13.19\|12.58\|247161;2026-08-20\|12.75\|0.79\|12.85\|12.95\|12.59\|172335;2026-08-21\|12.57\|-1.41\|12.69\|12.75\|12.38\|144168;2026-08-24\|12.23\|-2.70\|12.42\|12.52\|12.02\|177436;2026-08-25\|12.22\|-0.08\|12.16\|12.31\|11.87\|146951;2026-08-26\|12.17\|-0.41\|12.22\|12.32\|12.11\|120661;2026-08-27\|12.29\|0.99\|12.13\|12.33\|12.07\|115548;2026-08-28\|12.19\|-0.81\|12.20\|12.31\|12.05\|120151;2026-08-31\|13.41\|10.01\|12.69\|13.41\|12.69\|233987;2026-09-01\|13.06\|-2.61\|13.36\|13.65\|12.93\|512890;2026-09-02\|12.63\|-3.29\|12.90\|12.98\|12.60\|221447;2026-09-03\|12.45\|-1.43\|12.67\|12.88\|12.35\|186572;2026-09-04\|12.52\|0.56\|12.66\|12.87\|12.43\|215220;2026-09-07\|12.50\|-0.16\|12.45\|12.58\|12.37\|145148;2026-09-08\|12.38\|-0.96\|12.56\|12.56\|12.32\|131332;2026-09-09\|12.42\|0.32\|12.35\|12.53\|12.31\|106384;2026-09-10\|12.20\|-1.77\|12.30\|12.35\|11.97\|115305;2026-09-11\|12.15\|-0.41\|12.06\|12.40\|11.90\|152311;2026-09-14\|12.22\|0.58\|12.07\|12.37\|11.96\|112608	高压级联储能龙头+参股粤芯半导体。国内少数具备35kV高压直挂级联储能系统厂商，智光储能2025年新签订单超30亿元，Q1净利润同比+161%。拟收购智光储能剩余股权实现100%控股，引入国开制造等国家级产业资本。持有粤芯半导体约5.46%股权，市场炒作粤芯潜在IPO预期带来的隐性股权资产重估。6月下旬新型储能政策暖风+独立储能商业模式跑通。2026-06-24涨停(15.79元)。

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