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
116666	消息称台积电先进制程代工将全线涨价	存储芯片测试+半导体设备+国产替代+业绩大增行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月25日公告，公司2026年一季度营收13.78亿元，同比增长69.09%，归母净利润3.53亿元，同比增长217.60%，主因销售需求持续增长。 2、据2026年3月10日募集说明书，CP12-Memory探针台用于存储芯片测试，国产化率低、市场空间大，目前处于样机测试阶段，公司继续推进其研发及产业化。 3、据2025年度报告，公司测试机、分选机核心指标国内领先，已获长电科技、华天科技、通富微电等龙头封测厂批量使用，实现部分进口替代。	公司半导体测试设备龙头，存储测试机放量	2026-05-11\|218.41\|20.00\|186.00\|218.41\|183.98\|470624;2026-05-12\|213.08\|-2.44\|219.99\|220.00\|209.00\|307598;2026-05-13\|228.00\|7.00\|210.12\|228.00\|202.81\|406427;2026-05-14\|208.87\|-8.39\|225.00\|226.24\|208.30\|386715;2026-05-15\|209.50\|0.30\|213.04\|219.31\|194.98\|434012;2026-05-18\|209.17\|-0.16\|211.00\|214.00\|203.31\|289392;2026-05-19\|224.05\|7.11\|208.49\|227.68\|203.15\|389886;2026-05-20\|241.56\|7.82\|229.82\|249.77\|228.07\|381253;2026-05-21\|234.77\|-2.81\|244.00\|258.02\|234.00\|426754;2026-05-22\|236.02\|0.53\|237.71\|241.77\|229.50\|348710;2026-05-25\|248.00\|5.08\|236.00\|258.68\|226.03\|383323;2026-05-26\|235.10\|-5.20\|243.54\|247.93\|229.00\|315271;2026-05-27\|220.20\|-6.34\|234.00\|236.00\|219.16\|343397;2026-05-28\|219.03\|-0.53\|221.40\|223.00\|214.02\|270932;2026-05-29\|210.79\|-3.76\|222.50\|223.60\|207.68\|288253;2026-06-01\|203.64\|-3.39\|209.00\|218.60\|203.23\|265570;2026-06-02\|207.62\|1.95\|205.00\|212.30\|199.73\|232973;2026-06-03\|214.25\|3.19\|208.21\|222.59\|206.00\|316187;2026-06-04\|223.35\|4.30\|214.00\|227.86\|211.00\|273089;2026-06-05\|206.73\|-7.44\|218.36\|218.51\|205.60\|305963;2026-06-08\|200.40\|-3.06\|190.00\|206.00\|190.00\|227561;2026-06-09\|212.73\|6.15\|207.22\|213.99\|203.20\|214971;2026-06-10\|226.74\|6.59\|212.50\|232.85\|210.79\|363042;2026-06-11\|232.84\|2.69\|229.00\|234.27\|225.01\|292254;2026-06-12\|223.12\|-4.17\|247.10\|253.38\|223.12\|375510;2026-06-15\|231.45\|3.73\|230.00\|232.50\|220.18\|233135;2026-06-16\|240.40\|3.87\|231.50\|243.49\|229.50\|238415;2026-06-17\|264.01\|9.82\|236.00\|265.00\|236.00\|313188;2026-06-18\|264.10\|0.03\|263.00\|271.21\|261.56\|220181;2026-06-22\|268.49\|1.66\|267.00\|268.95\|254.72\|246640;2026-06-23\|279.40\|4.06\|269.98\|294.97\|268.78\|455451;2026-06-24\|307.35\|10.00\|275.26\|314.63\|272.68\|405481;2026-06-25\|309.99\|0.86\|310.01\|316.50\|298.90\|324229;2026-06-26\|314.90\|1.58\|311.00\|332.00\|310.95\|351554;2026-06-29\|337.90\|7.30\|318.00\|338.00\|311.03\|356787;2026-06-30\|341.42\|1.04\|331.00\|345.43\|324.00\|280997;2026-07-01\|333.67\|-2.27\|349.91\|363.58\|325.00\|324026;2026-07-02\|301.46\|-9.65\|316.99\|329.99\|297.99\|395247;2026-07-03\|302.71\|0.41\|300.00\|313.21\|286.00\|342750;2026-07-06\|304.00\|0.43\|307.46\|313.50\|289.99\|262994;2026-07-07\|304.33\|0.11\|298.00\|311.88\|295.66\|202767;2026-07-08\|317.22\|4.24\|305.02\|332.18\|287.59\|311328;2026-07-09\|374.00\|17.90\|325.00\|375.18\|310.49\|397850;2026-07-10\|352.31\|-5.80\|379.60\|395.00\|349.18\|387162;2026-07-13\|325.24\|-7.68\|352.13\|358.88\|320.15\|351625;2026-07-14\|335.62\|3.19\|332.00\|341.50\|312.01\|336845;2026-07-15\|304.44\|-9.29\|344.00\|344.02\|303.00\|343575;2026-07-16\|293.13\|-3.71\|303.05\|309.97\|288.00\|254962;2026-07-17\|278.76\|-4.90\|291.89\|297.00\|273.57\|330970;2026-07-20\|265.00\|-4.94\|288.99\|296.66\|253.01\|362408;2026-07-21\|318.00\|20.00\|275.00\|318.00\|259.00\|414817;2026-07-22\|309.05\|-2.81\|313.47\|329.78\|308.00\|375620;2026-07-23\|291.24\|-5.76\|309.28\|313.00\|286.00\|286686;2026-07-24\|303.50\|4.21\|285.42\|310.28\|282.39\|292968;2026-07-27\|304.70\|0.40\|301.88\|312.14\|284.01\|280362;2026-07-28\|276.40\|-9.29\|294.00\|302.29\|274.00\|272718;2026-07-29\|271.00\|-1.95\|279.00\|286.00\|249.00\|341025;2026-07-30\|245.50\|-9.41\|270.01\|278.00\|243.95\|347426;2026-07-31\|259.64\|5.76\|277.62\|283.54\|259.18\|349730;2026-08-03\|227.42\|-12.41\|255.06\|257.98\|226.38\|357913;2026-08-04\|245.82\|8.09\|228.59\|249.98\|224.25\|299847;2026-08-05\|272.00\|10.65\|244.03\|280.00\|243.76\|307070;2026-08-06\|278.53\|2.40\|262.00\|288.96\|261.06\|264965;2026-08-07\|283.21\|1.68\|280.01\|286.47\|271.33\|220530;2026-08-10\|288.08\|1.72\|284.16\|293.88\|278.00\|224927;2026-08-11\|281.04\|-2.44\|283.05\|289.66\|278.88\|169203;2026-08-12\|287.11\|2.16\|285.26\|291.66\|280.00\|151230;2026-08-13\|281.69\|-1.89\|293.00\|301.14\|281.00\|223759;2026-08-14\|283.05\|0.48\|287.01\|290.99\|278.00\|151768;2026-08-17\|302.57\|6.90\|280.51\|303.70\|280.51\|208837;2026-08-18\|301.03\|-0.51\|303.70\|305.18\|293.58\|182246;2026-08-19\|273.00\|-9.31\|289.51\|299.14\|270.00\|268263;2026-08-20\|275.74\|1.00\|277.64\|285.14\|272.00\|149686;2026-08-21\|279.42\|1.33\|274.05\|284.58\|270.02\|128827;2026-08-24\|271.10\|-2.98\|283.01\|285.50\|264.38\|172572;2026-08-25\|263.62\|-2.76\|268.18\|269.14\|253.00\|182369;2026-08-26\|276.20\|4.77\|262.68\|279.50\|261.08\|164374;2026-08-27\|284.80\|3.11\|276.00\|286.00\|274.05\|142213;2026-08-28\|277.11\|-2.70\|283.81\|286.99\|274.58\|153395;2026-08-31\|279.03\|0.69\|272.13\|279.40\|265.38\|134552;2026-09-01\|284.27\|1.88\|281.85\|291.90\|274.19\|280881;2026-09-02\|272.60\|-4.11\|277.00\|280.80\|265.30\|190469;2026-09-03\|269.63\|-1.09\|277.00\|281.88\|265.00\|154038;2026-09-04\|254.23\|-5.71\|272.15\|278.00\|251.01\|201306;2026-09-07\|270.50\|6.40\|259.00\|272.90\|257.08\|172184;2026-09-08\|267.46\|-1.12\|271.50\|275.88\|263.70\|135076;2026-09-09\|263.11\|-1.63\|269.89\|272.50\|261.56\|102423;2026-09-10\|268.50\|2.05\|261.36\|272.89\|258.77\|103634;2026-09-11\|257.70\|-4.02\|264.11\|264.46\|250.00\|166227;2026-09-14\|253.57\|-1.60\|258.00\|259.00\|249.21\|103683	半导体测试设备龙头+AI芯片测试需求+中报业绩翻倍。6月22日晚公告2026H1归母净利润9亿~10亿元，同比+110.76%~+134.18%，Q2单季净利环比+55%~+83%，超市场预期。高端SoC数字测试机（D9000系列）批量供货，适配国产AI芯片（昇腾/寒武纪等）及先进封装测试需求。国内少数覆盖测试机/分选机/探针台/AOI四品类厂商，大基金二期持股。2026-06-23大涨近9%，06-24续涨超10%创历史新高。
116665	消息称台积电先进制程代工将全线涨价	半导体检测+质谱仪+科学仪器 1、据2026年5月29日投资者关系活动记录表，公司电感耦合等离子体质谱仪系列产品可用于监控半导体硅材料、湿电子化学品等的无机元素污染，助力芯片企业提升良率，相关解决方案已在芯片制造、湿电子化学品及面板领域的头部企业中得到成功应用，并已贡献实质性销售收入。 2、据2025年年度报告，公司自主研发的质谱仪产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，应用于半导体领域的电感耦合等离子体三重四极杆质谱仪ICP-MS/MS已实现销售。 3、据2025年年度报告，公司是实验分析仪器提供商，产品涵盖样品前处理和分析测试仪器，致力于在半导体检测、环境监测、食品安全等领域提供高品质产品。	国内实验分析仪器和洁净环保型实验室的主要供应商之一；公司自主研发的质谱仪系列产品首次实现国产ICP-MS在半导体行业芯片生产线上的应用，并通过国际半导体产业协会SEMI认证，应用于半导体领域的ICP-MS/MS产品已实现销售	2026-05-11\|36.68\|0.05\|36.89\|37.17\|36.30\|11358;2026-05-12\|35.16\|-4.14\|36.66\|36.95\|34.97\|13160;2026-05-13\|35.75\|1.68\|34.96\|35.98\|34.96\|9500;2026-05-14\|35.60\|-0.42\|35.68\|36.18\|35.20\|8253;2026-05-15\|35.09\|-1.43\|35.49\|35.94\|34.71\|8123;2026-05-18\|36.22\|3.22\|34.88\|36.38\|34.88\|9120;2026-05-19\|36.31\|0.25\|36.32\|36.48\|35.50\|8927;2026-05-20\|35.98\|-0.91\|35.99\|36.42\|35.49\|8072;2026-05-21\|34.22\|-4.89\|35.98\|36.45\|34.18\|14282;2026-05-22\|36.06\|5.38\|34.23\|36.39\|33.65\|13864;2026-05-25\|35.92\|-0.39\|36.06\|37.42\|35.59\|12375;2026-05-26\|34.29\|-4.54\|36.02\|36.02\|33.58\|11129;2026-05-27\|32.77\|-4.43\|34.28\|34.28\|32.40\|13905;2026-05-28\|32.95\|0.55\|32.80\|33.29\|32.12\|8147;2026-05-29\|31.99\|-2.91\|33.00\|33.92\|31.72\|10819;2026-06-01\|33.00\|3.16\|31.70\|33.88\|31.33\|12368;2026-06-02\|34.06\|3.21\|32.89\|34.21\|31.77\|12782;2026-06-03\|34.96\|2.64\|34.05\|35.16\|33.41\|15250;2026-06-04\|40.13\|14.79\|35.13\|40.88\|34.50\|63755;2026-06-05\|48.16\|20.01\|40.67\|48.16\|40.67\|66277;2026-06-08\|46.29\|-3.88\|45.81\|52.89\|44.52\|76736;2026-06-09\|52.00\|12.34\|47.32\|54.27\|45.70\|65789;2026-06-10\|61.10\|17.50\|51.48\|62.26\|51.01\|69245;2026-06-11\|58.44\|-4.35\|57.43\|61.02\|55.00\|65365;2026-06-12\|60.27\|3.13\|57.86\|62.59\|55.50\|57570;2026-06-15\|61.80\|2.79\|59.45\|61.80\|56.01\|45529;2026-06-16\|70.12\|13.46\|61.00\|72.88\|57.12\|67367;2026-06-17\|66.57\|-5.06\|64.10\|68.50\|64.00\|45629;2026-06-18\|70.36\|5.69\|66.57\|72.69\|65.06\|39705;2026-06-22\|77.79\|10.56\|69.23\|78.78\|69.23\|37745;2026-06-23\|66.80\|-14.13\|77.00\|82.40\|65.50\|50371;2026-06-24\|73.50\|10.03\|66.00\|73.50\|62.00\|49263;2026-06-25\|68.98\|-6.15\|72.00\|75.60\|68.29\|42172;2026-06-26\|69.39\|0.59\|67.00\|70.00\|63.66\|30756;2026-06-29\|62.09\|-10.52\|71.00\|71.49\|60.08\|44736;2026-06-30\|64.55\|3.96\|62.80\|66.68\|62.01\|33333;2026-07-01\|68.00\|5.34\|65.19\|68.00\|62.80\|39697;2026-07-02\|57.00\|-16.18\|64.00\|64.00\|57.00\|48318;2026-07-03\|54.95\|-3.60\|57.00\|58.10\|54.05\|35425;2026-07-06\|52.54\|-4.39\|55.38\|56.28\|50.70\|34725;2026-07-07\|51.23\|-2.49\|51.88\|52.88\|49.09\|26669;2026-07-08\|49.78\|-2.83\|51.19\|52.46\|48.80\|20808;2026-07-09\|54.18\|8.84\|50.50\|54.28\|50.01\|31410;2026-07-10\|51.88\|-4.25\|55.15\|56.50\|51.88\|24295;2026-07-13\|49.36\|-4.86\|51.77\|52.28\|48.00\|20188;2026-07-14\|51.27\|3.87\|48.64\|51.50\|48.20\|13481;2026-07-15\|48.45\|-5.50\|51.30\|52.09\|47.85\|15392;2026-07-16\|46.00\|-5.06\|47.52\|48.58\|44.90\|18151;2026-07-17\|41.70\|-9.35\|45.69\|45.86\|40.84\|17580;2026-07-20\|37.70\|-9.59\|43.18\|43.40\|36.59\|22310;2026-07-21\|39.02\|3.50\|37.24\|40.00\|33.02\|27310;2026-07-22\|37.45\|-4.02\|38.61\|39.99\|37.10\|18402;2026-07-23\|38.78\|3.55\|38.01\|38.98\|36.61\|16678;2026-07-24\|38.45\|-0.85\|38.00\|39.17\|37.11\|12678;2026-07-27\|39.44\|2.57\|38.75\|39.49\|37.62\|11082;2026-07-28\|36.07\|-8.54\|38.80\|40.22\|35.77\|25620;2026-07-29\|35.66\|-1.14\|36.00\|36.80\|34.32\|15821;2026-07-30\|34.10\|-4.37\|35.80\|36.57\|32.80\|20581;2026-07-31\|34.41\|0.91\|36.15\|37.20\|34.41\|20452;2026-08-03\|35.09\|1.98\|34.63\|35.99\|33.61\|21604;2026-08-04\|37.55\|7.01\|35.66\|37.76\|35.03\|17656;2026-08-05\|42.77\|13.90\|37.50\|44.56\|37.06\|26694;2026-08-06\|42.25\|-1.22\|41.48\|42.70\|40.81\|16669;2026-08-07\|44.10\|4.38\|42.35\|44.20\|41.61\|18566;2026-08-10\|43.03\|-2.43\|44.06\|44.07\|42.00\|14993;2026-08-11\|42.35\|-1.58\|42.88\|42.88\|41.54\|8865;2026-08-12\|43.72\|3.23\|41.81\|43.86\|41.11\|10708;2026-08-13\|42.28\|-3.29\|43.53\|45.50\|42.27\|13730;2026-08-14\|43.31\|2.44\|42.31\|43.67\|42.31\|10460;2026-08-17\|46.48\|7.32\|43.50\|46.80\|43.04\|16625;2026-08-18\|45.88\|-1.29\|46.02\|46.99\|44.68\|11167;2026-08-19\|41.81\|-8.87\|43.91\|44.86\|41.34\|13018;2026-08-20\|42.42\|1.46\|41.29\|44.15\|41.29\|15262;2026-08-21\|42.84\|0.99\|41.58\|43.12\|41.14\|7748;2026-08-24\|41.00\|-4.30\|42.67\|43.30\|40.61\|7276;2026-08-25\|41.86\|2.10\|40.86\|42.26\|39.84\|7554;2026-08-26\|41.12\|-1.77\|42.18\|42.26\|40.12\|6452;2026-08-27\|42.46\|3.26\|41.12\|42.78\|40.66\|7618;2026-08-28\|42.33\|-0.31\|42.04\|45.90\|41.57\|14894;2026-08-31\|43.33\|2.36\|41.80\|43.46\|41.20\|10034;2026-09-01\|41.43\|-4.38\|43.44\|43.61\|40.96\|9803;2026-09-02\|40.99\|-1.06\|41.26\|42.09\|40.28\|9027;2026-09-03\|41.45\|1.12\|41.25\|42.48\|40.88\|8739;2026-09-04\|40.20\|-3.02\|41.65\|42.68\|39.71\|12174;2026-09-07\|41.33\|2.81\|41.06\|41.60\|40.28\|8569;2026-09-08\|40.93\|-0.97\|41.27\|41.48\|40.40\|7093;2026-09-09\|40.76\|-0.42\|41.10\|41.98\|40.40\|6138;2026-09-10\|40.01\|-1.84\|40.76\|40.76\|39.71\|5764;2026-09-11\|39.38\|-1.57\|39.40\|39.99\|38.00\|7991;2026-09-14\|40.54\|2.95\|39.09\|40.87\|38.33\|8954	高端质谱仪(ICP-MS/MS)+半导体痕量检测+科学仪器自主可控。自研LabMS 3000/5000 ICP-MS/MS是国内少数通过SEMI S2认证的高端质谱仪，可检测硅片/湿电子化学品中ppt级痕量污染。2026科学仪器开发者大会强化国产替代政策预期，小市值(30多亿)科创板20CM弹性标的。注意：2025年ICP-MS收入仅3220万占总营收8%，半导体领域收入占比<2%。2026-06-05 20CM涨停(48.16元)，06-24再度涨超10%(73.50元)。
116664	消息称台积电先进制程代工将全线涨价	PCB概念+PI薄膜+商业航天行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月11日异常波动公告，市场近期高度关注商业航天与PCB相关概念，公司产品作为高性能PI薄膜位于产业链上游前端环节，但距离终端应用层级较远，目前没有重要新增订单，对公司业绩影响有限。 2、据2026年6月8日互动易，公司主营高性能聚酰亚胺薄膜，是国内规模最大的高性能PI薄膜制造商，打破了国外厂商的技术封锁与市场垄断，跨入全球竞争行列。 3、据2026年4月30日年报，公司在商业航天领域将持续拓展航天级PI薄膜及太空光伏组件方面的应用市场。	1、公司自主掌握高性能PI薄膜核心技术，多款半导体及柔性线路基材新产品实现吨级销售； 2、公司卫星大幅宽PI薄膜已获得认证，低轨卫星柔性太阳翼封装用CPI薄膜，已获得头部商业航天企业应用	2026-05-11\|27.52\|-1.82\|28.00\|28.88\|27.09\|137911;2026-05-12\|26.10\|-5.16\|27.86\|27.86\|25.28\|162983;2026-05-13\|31.32\|20.00\|25.89\|31.32\|25.72\|213259;2026-05-14\|34.60\|10.47\|31.47\|35.73\|31.47\|330325;2026-05-15\|31.99\|-7.54\|34.00\|34.29\|31.35\|211408;2026-05-18\|33.13\|3.56\|32.07\|34.20\|31.50\|169085;2026-05-19\|31.10\|-6.13\|32.80\|32.99\|30.81\|126658;2026-05-20\|37.32\|20.00\|30.50\|37.32\|30.50\|237836;2026-05-21\|39.16\|4.93\|39.04\|43.42\|38.50\|365432;2026-05-22\|40.60\|3.68\|39.86\|41.41\|38.30\|260598;2026-05-25\|39.80\|-1.97\|39.99\|42.20\|38.00\|240370;2026-05-26\|37.37\|-6.11\|39.00\|39.08\|36.01\|190253;2026-05-27\|38.38\|2.70\|37.55\|40.00\|36.00\|225285;2026-05-28\|33.00\|-14.02\|35.99\|36.38\|32.70\|239881;2026-05-29\|30.66\|-7.09\|33.00\|33.20\|29.00\|244457;2026-06-01\|29.68\|-3.20\|30.02\|31.23\|29.43\|130425;2026-06-02\|30.19\|1.72\|29.27\|31.29\|28.81\|150512;2026-06-03\|30.60\|1.36\|29.60\|31.70\|29.36\|134222;2026-06-04\|30.61\|0.03\|30.91\|31.39\|30.01\|109652;2026-06-05\|29.71\|-2.94\|30.19\|30.76\|28.82\|113736;2026-06-08\|31.36\|5.55\|28.26\|32.16\|28.00\|179157;2026-06-09\|35.76\|14.03\|34.87\|37.58\|32.83\|261807;2026-06-10\|39.90\|11.58\|35.41\|42.48\|33.95\|314380;2026-06-11\|40.15\|0.63\|39.90\|41.80\|38.55\|237706;2026-06-12\|43.10\|7.35\|40.80\|45.45\|40.47\|248405;2026-06-15\|49.62\|15.13\|45.16\|49.88\|44.40\|223780;2026-06-16\|50.25\|1.27\|49.00\|53.08\|47.41\|303437;2026-06-17\|60.30\|20.00\|51.00\|60.30\|51.00\|237791;2026-06-18\|61.50\|1.99\|58.00\|63.00\|58.00\|239095;2026-06-22\|62.23\|1.19\|61.50\|62.85\|57.00\|244526;2026-06-23\|59.64\|-4.16\|60.66\|62.00\|57.81\|158099;2026-06-24\|65.98\|10.63\|61.88\|69.50\|61.88\|204976;2026-06-25\|69.40\|5.18\|66.00\|71.44\|63.30\|194565;2026-06-26\|63.65\|-8.29\|68.52\|69.90\|63.35\|178229;2026-06-29\|57.64\|-9.44\|63.64\|65.88\|55.70\|235431;2026-06-30\|56.50\|-1.98\|56.72\|61.80\|55.37\|216076;2026-07-01\|51.39\|-9.04\|54.98\|57.79\|49.99\|265361;2026-07-02\|48.78\|-5.08\|49.00\|52.93\|48.13\|184029;2026-07-03\|45.50\|-6.72\|48.13\|50.80\|45.01\|209726;2026-07-06\|40.86\|-10.20\|45.45\|46.67\|40.60\|215791;2026-07-07\|38.95\|-4.67\|40.37\|41.80\|38.40\|171809;2026-07-08\|37.13\|-4.67\|38.97\|40.00\|36.52\|153584;2026-07-09\|38.03\|2.42\|37.59\|38.69\|35.35\|149725;2026-07-10\|37.61\|-1.10\|39.93\|41.88\|37.36\|272132;2026-07-13\|31.50\|-16.25\|36.10\|37.00\|31.12\|182829;2026-07-14\|32.80\|4.13\|31.52\|32.86\|30.03\|124886;2026-07-15\|30.40\|-7.32\|32.88\|33.50\|30.31\|95337;2026-07-16\|29.19\|-3.98\|30.35\|30.94\|28.88\|90541;2026-07-17\|26.52\|-9.15\|29.10\|30.43\|26.31\|111985;2026-07-20\|23.92\|-9.80\|27.30\|27.99\|23.18\|118338;2026-07-21\|26.28\|9.87\|24.12\|27.10\|20.73\|146901;2026-07-22\|25.24\|-3.96\|25.61\|26.32\|24.29\|113304;2026-07-23\|24.96\|-1.11\|25.71\|26.08\|24.40\|72816;2026-07-24\|24.70\|-1.04\|24.70\|25.88\|24.15\|149533;2026-07-27\|26.28\|6.40\|24.93\|26.35\|23.92\|141792;2026-07-28\|23.63\|-10.08\|25.80\|26.27\|23.30\|141324;2026-07-29\|23.63\|0.00\|23.70\|24.03\|22.40\|144462;2026-07-30\|21.85\|-7.53\|23.92\|23.92\|21.37\|132655;2026-07-31\|22.75\|4.12\|23.88\|25.09\|22.51\|180343;2026-08-03\|23.20\|1.98\|22.49\|24.31\|22.49\|140964;2026-08-04\|24.50\|5.60\|23.59\|24.80\|23.05\|131437;2026-08-05\|26.13\|6.65\|24.07\|26.42\|24.03\|183450;2026-08-06\|27.05\|3.52\|25.86\|27.40\|25.71\|172821;2026-08-07\|28.75\|6.28\|27.20\|29.28\|26.57\|206371;2026-08-10\|27.33\|-4.94\|29.00\|29.17\|26.53\|176751;2026-08-11\|27.26\|-0.26\|26.70\|28.03\|26.59\|128022;2026-08-12\|28.15\|3.26\|27.20\|28.52\|27.20\|119680;2026-08-13\|27.33\|-2.91\|28.39\|29.46\|27.33\|142600;2026-08-14\|28.99\|6.07\|28.00\|30.93\|27.55\|199001;2026-08-17\|30.90\|6.59\|28.95\|31.06\|28.53\|186523;2026-08-18\|30.31\|-1.91\|30.50\|31.31\|29.51\|172376;2026-08-19\|29.51\|-2.64\|30.14\|33.88\|29.01\|315466;2026-08-20\|29.66\|0.51\|30.01\|30.80\|27.98\|229298;2026-08-21\|29.34\|-1.08\|29.00\|30.85\|28.64\|182263;2026-08-24\|26.95\|-8.15\|29.27\|29.27\|26.20\|209395;2026-08-25\|27.19\|0.89\|26.66\|28.04\|25.32\|142500;2026-08-26\|26.69\|-1.84\|27.80\|27.91\|25.79\|110564;2026-08-27\|27.59\|3.37\|26.91\|27.98\|26.02\|137735;2026-08-28\|26.70\|-3.23\|27.59\|28.28\|26.65\|110370;2026-08-31\|27.27\|2.13\|26.09\|27.58\|25.88\|103653;2026-09-01\|25.82\|-5.32\|27.47\|27.53\|25.52\|118211;2026-09-02\|25.50\|-1.24\|25.11\|26.19\|25.11\|94224;2026-09-03\|25.51\|0.04\|25.65\|26.11\|24.88\|98419;2026-09-04\|24.74\|-3.02\|25.90\|26.95\|24.47\|134827;2026-09-07\|25.61\|3.52\|25.01\|25.80\|24.30\|90328;2026-09-08\|25.27\|-1.33\|25.42\|26.08\|25.08\|75707;2026-09-09\|25.55\|1.11\|25.30\|26.09\|25.07\|83153;2026-09-10\|25.33\|-0.86\|25.25\|25.96\|25.05\|61599;2026-09-11\|25.02\|-1.22\|25.06\|25.30\|23.79\|90631;2026-09-14\|25.53\|2.04\|24.66\|26.76\|24.08\|144365	高性能聚酰亚胺(PI)薄膜龙头，电子PI膜用于FPC/芯片封装/COF，半导体制程用PI薄膜通过韩国半导体企业评测并小批量供货→被贴"先进封装材料+柔性屏基材"标签。催化：AI-PCB/载板需求→高端PI膜国产替代。
116663	消息称台积电先进制程代工将全线涨价	半导体封测+第三代半导体+订单满产 1、据2026年1月29日业绩预告，公司预计2025年净利润3300–4800万元，同比扭亏，主因国产化机械划切设备在先进封装领域放量，2025年三季度起新增订单持续增加且交货量加大。 2、据2026年1月23日机构调研纪要，国产半导体机械划片设备自2025年7月以来已满产运行，大客户订单占国内新增订单约50%，产能利用率与订单同步提升。 3、据2025年10月30日互动易及2025年4月29日年度报告，公司切割划片机已覆盖碳化硅、氮化镓等第三代半导体材料，8英寸激光隐切机即将推向市场，形成设备+核心零部件+耗材的完整国产化能力。	1、公司12寸高精密切割设备支持先进封装制程，已服务于CPO共封装光学领域并形成正式销售订单； 2、公司在玻璃、陶瓷等硬脆材料切割方面积累丰富经验，将结合行业技术发展推动新产品开发	2026-05-11\|39.90\|6.86\|38.00\|41.41\|38.00\|309342;2026-05-12\|37.99\|-4.79\|40.00\|40.00\|37.00\|302821;2026-05-13\|37.91\|-0.21\|37.03\|39.57\|36.70\|317511;2026-05-14\|39.42\|3.98\|38.38\|40.80\|37.96\|352335;2026-05-15\|38.90\|-1.32\|39.01\|41.20\|37.51\|478356;2026-05-18\|39.38\|1.23\|39.01\|40.52\|37.65\|297481;2026-05-19\|41.53\|5.46\|38.50\|41.69\|38.10\|358065;2026-05-20\|42.46\|2.24\|41.20\|42.60\|40.00\|334390;2026-05-21\|37.05\|-12.74\|42.49\|42.90\|36.64\|407533;2026-05-22\|37.96\|2.46\|37.21\|38.38\|35.68\|298114;2026-05-25\|39.63\|4.40\|38.80\|40.20\|37.73\|338957;2026-05-26\|35.42\|-10.62\|39.00\|39.09\|34.58\|393128;2026-05-27\|33.83\|-4.49\|36.66\|36.96\|33.50\|303375;2026-05-28\|35.85\|5.97\|33.38\|36.00\|33.11\|257975;2026-05-29\|33.12\|-7.62\|35.90\|36.09\|32.84\|216718;2026-06-01\|32.48\|-1.93\|33.00\|34.29\|32.30\|177665;2026-06-02\|32.73\|0.77\|32.48\|33.44\|31.53\|137653;2026-06-03\|33.26\|1.62\|33.00\|34.67\|32.74\|190565;2026-06-04\|35.25\|5.98\|33.50\|35.85\|32.96\|263678;2026-06-05\|34.36\|-2.52\|35.00\|35.93\|33.88\|180364;2026-06-08\|32.84\|-4.42\|31.10\|34.64\|31.10\|178984;2026-06-09\|34.15\|3.99\|33.40\|34.35\|32.73\|145908;2026-06-10\|33.79\|-1.05\|33.66\|34.38\|32.88\|149274;2026-06-11\|34.54\|2.22\|33.50\|35.00\|33.36\|160672;2026-06-12\|36.13\|4.60\|37.00\|38.55\|35.87\|325145;2026-06-15\|37.16\|2.85\|36.63\|37.38\|35.95\|245079;2026-06-16\|36.37\|-2.13\|37.15\|37.42\|35.98\|220178;2026-06-17\|37.58\|3.33\|35.60\|37.65\|35.32\|246102;2026-06-18\|37.10\|-1.28\|37.16\|38.15\|36.55\|224249;2026-06-22\|35.97\|-3.05\|37.60\|38.81\|35.68\|307454;2026-06-23\|34.80\|-3.25\|36.03\|36.24\|34.01\|237433;2026-06-24\|38.50\|10.63\|34.20\|38.99\|34.00\|429184;2026-06-25\|38.18\|-0.83\|39.27\|39.52\|37.00\|313200;2026-06-26\|39.73\|4.06\|38.53\|41.80\|38.26\|465930;2026-06-29\|39.60\|-0.33\|41.24\|41.69\|37.60\|396211;2026-06-30\|42.68\|7.78\|40.66\|44.00\|40.05\|428673;2026-07-01\|44.85\|5.08\|43.11\|46.40\|42.51\|461584;2026-07-02\|42.90\|-4.35\|42.68\|46.12\|40.81\|406264;2026-07-03\|41.24\|-3.87\|42.69\|43.38\|40.54\|270514;2026-07-06\|40.43\|-1.96\|41.75\|41.82\|38.00\|266408;2026-07-07\|39.62\|-2.00\|39.78\|41.34\|39.20\|190999;2026-07-08\|38.97\|-1.64\|39.61\|40.89\|37.20\|215507;2026-07-09\|41.00\|5.21\|39.68\|41.16\|38.61\|245131;2026-07-10\|38.77\|-5.44\|41.01\|42.65\|38.56\|258942;2026-07-13\|35.01\|-9.70\|37.90\|38.80\|34.88\|240730;2026-07-14\|34.75\|-0.74\|35.25\|35.60\|32.60\|218255;2026-07-15\|33.11\|-4.72\|35.39\|35.86\|32.11\|186037;2026-07-16\|29.73\|-10.21\|32.32\|32.95\|29.35\|216255;2026-07-17\|26.45\|-11.03\|29.64\|29.92\|26.31\|234806;2026-07-20\|24.09\|-8.92\|27.50\|27.94\|23.00\|268726;2026-07-21\|26.51\|10.05\|24.48\|26.58\|21.40\|301527;2026-07-22\|27.50\|3.73\|26.52\|29.60\|26.20\|328103;2026-07-23\|26.38\|-4.07\|27.62\|27.93\|26.20\|194863;2026-07-24\|31.66\|20.02\|26.00\|31.66\|25.90\|345788;2026-07-27\|31.18\|-1.52\|30.51\|31.31\|28.33\|508185;2026-07-28\|29.47\|-5.48\|30.56\|31.02\|29.21\|280188;2026-07-29\|28.47\|-3.39\|29.50\|29.88\|27.02\|299917;2026-07-30\|25.25\|-11.31\|28.44\|28.47\|25.11\|291697;2026-07-31\|26.12\|3.45\|28.11\|28.18\|26.01\|292541;2026-08-03\|26.55\|1.65\|26.49\|28.40\|26.01\|252968;2026-08-04\|28.68\|8.02\|26.82\|28.97\|26.23\|287562;2026-08-05\|30.87\|7.64\|28.37\|31.25\|28.20\|295791;2026-08-06\|32.40\|4.96\|30.38\|34.25\|30.08\|368574;2026-08-07\|35.05\|8.18\|32.27\|35.70\|31.88\|348837;2026-08-10\|35.13\|0.23\|35.75\|36.12\|34.17\|247647;2026-08-11\|34.28\|-2.42\|34.57\|35.57\|34.02\|184821;2026-08-12\|34.71\|1.25\|34.29\|35.10\|34.29\|158101;2026-08-13\|34.04\|-1.93\|35.10\|35.53\|33.98\|187994;2026-08-14\|35.31\|3.73\|34.30\|35.38\|34.27\|184016;2026-08-17\|35.79\|1.36\|35.45\|36.11\|35.12\|196448;2026-08-18\|35.47\|-0.89\|35.81\|35.98\|34.83\|186900;2026-08-19\|33.59\|-5.30\|34.16\|36.17\|33.20\|258318;2026-08-20\|33.09\|-1.49\|34.40\|34.47\|32.76\|193912;2026-08-21\|32.82\|-0.82\|33.04\|33.76\|32.14\|132246;2026-08-24\|32.69\|-0.40\|32.91\|33.09\|31.44\|149886;2026-08-25\|31.98\|-2.17\|32.16\|32.48\|30.50\|162889;2026-08-26\|31.12\|-2.69\|32.12\|32.43\|30.70\|138896;2026-08-27\|32.12\|3.21\|31.07\|32.56\|30.97\|142165;2026-08-28\|30.99\|-3.52\|31.93\|32.42\|30.98\|130373;2026-08-31\|31.42\|1.39\|30.62\|31.47\|30.15\|115569;2026-09-01\|30.35\|-3.41\|31.45\|31.53\|30.11\|111011;2026-09-02\|29.78\|-1.88\|29.97\|30.33\|29.68\|83229;2026-09-03\|29.30\|-1.61\|29.77\|30.00\|28.88\|116107;2026-09-04\|28.07\|-4.20\|29.85\|30.20\|27.81\|118885;2026-09-07\|30.25\|7.77\|28.53\|30.42\|28.34\|170378;2026-09-08\|29.56\|-2.28\|30.18\|30.34\|29.39\|104097;2026-09-09\|29.98\|1.42\|30.02\|30.96\|29.67\|121236;2026-09-10\|29.82\|-0.53\|29.79\|30.22\|29.41\|76305;2026-09-11\|28.91\|-3.05\|29.51\|29.56\|28.06\|103363;2026-09-14\|30.69\|6.16\|28.64\|30.98\|28.15\|166877	半导体划片机龙头+先进封装+HBM+玻璃基板。6月23日公司确认国内半导体设备产能满产，国产机械划片设备已大批量生产供货。高端12英寸划片机、激光隐切设备可适配Chiplet/HBM堆叠芯片后道切割，对标日本DISCO，在长电、通富等取得批量订单。碳化硅6/8英寸专用划片机布局。TGV玻璃基板概念联动。2026-06-24大涨+10.63%(38.50元)，成交额15.86亿。
116662	消息称台积电先进制程代工将全线涨价	PCB高端化+先进封装+业绩高增行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2026年3月14日公告的2025年年报，公司2025年实现营业收入14.08亿元，归属于上市公司股东的净利润2.90亿元，分别同比增长47.61%和80.42%。 2、据2026年3月14日公告的2025年年度报告，公司WLP系列直写光刻设备在先进封装市场领域已在多个头部客户验收量产中，在先进封装领域实现了“弯道超车”。同时，根据华创证券研报，公司WLP系列产品已成功进入多家头部厂商实现量产。 3、据2026年3月14日公告的2025年年度报告，公司作为全球PCB直接成像设备龙头企业，已实现全球PCB百强企业全覆盖，并深度绑定胜宏科技、鹏鼎控股、东山精密、深南电路、生益电子等海内外头部PCB厂商。另据公司2025年年度报告，2024年公司超越日资产商，成为全球最大的PCB直接成像设备制造商，全球市占率达15%。	公司WLP系列产品已助力多家先进封装头部厂商实现类CoWoS-L产品的量产	2026-05-11\|266.43\|2.81\|264.34\|272.88\|252.02\|81661;2026-05-12\|277.30\|4.08\|266.32\|282.90\|262.00\|80718;2026-05-13\|284.56\|2.62\|270.00\|286.80\|267.00\|64938;2026-05-14\|267.13\|-6.13\|283.00\|288.78\|267.00\|62165;2026-05-15\|258.71\|-3.15\|266.46\|270.99\|246.65\|82412;2026-05-18\|263.61\|1.89\|257.28\|272.88\|257.00\|55422;2026-05-19\|279.30\|5.95\|267.88\|279.38\|255.50\|61403;2026-05-20\|291.39\|4.33\|277.00\|295.00\|274.23\|71180;2026-05-21\|268.25\|-7.94\|295.10\|299.97\|266.00\|70050;2026-05-22\|298.30\|11.20\|273.86\|305.80\|270.00\|81096;2026-05-25\|306.80\|2.85\|309.93\|316.98\|289.00\|96986;2026-05-26\|294.07\|-4.15\|310.31\|310.90\|288.51\|78133;2026-05-27\|283.00\|-3.76\|297.01\|308.88\|279.00\|77664;2026-05-28\|326.00\|15.19\|281.00\|330.88\|278.00\|105749;2026-05-29\|335.00\|2.76\|335.00\|366.00\|333.13\|116507;2026-06-01\|339.89\|1.46\|341.99\|359.80\|330.20\|100644;2026-06-02\|353.30\|3.95\|342.52\|374.99\|341.00\|89023;2026-06-03\|366.50\|3.74\|363.10\|381.50\|355.00\|82408;2026-06-04\|408.00\|11.32\|358.90\|413.86\|354.00\|95248;2026-06-05\|379.00\|-7.11\|395.00\|408.50\|373.01\|82315;2026-06-08\|390.50\|3.03\|350.06\|406.00\|348.41\|88041;2026-06-09\|403.08\|3.22\|398.00\|408.98\|375.00\|68631;2026-06-10\|383.00\|-4.98\|392.00\|398.33\|371.00\|62593;2026-06-11\|393.70\|2.79\|379.00\|393.87\|374.00\|57275;2026-06-12\|394.00\|0.08\|413.50\|438.88\|391.40\|72561;2026-06-15\|438.19\|11.22\|400.00\|443.00\|386.09\|72259;2026-06-16\|463.80\|5.84\|445.00\|472.00\|435.00\|55765;2026-06-17\|475.77\|2.58\|459.08\|493.79\|458.87\|60237;2026-06-18\|502.00\|5.51\|473.00\|512.82\|471.00\|47348;2026-06-22\|488.00\|-2.79\|510.00\|512.00\|461.53\|69159;2026-06-23\|462.89\|-5.15\|485.55\|487.99\|458.16\|49751;2026-06-24\|513.88\|11.02\|459.00\|515.85\|455.55\|59583;2026-06-25\|555.50\|8.10\|520.00\|563.89\|515.00\|53812;2026-06-26\|527.97\|-4.96\|541.31\|554.95\|512.50\|53828;2026-06-29\|548.07\|3.81\|538.00\|558.00\|503.66\|64033;2026-06-30\|549.39\|0.24\|539.00\|555.00\|518.88\|45375;2026-07-01\|497.27\|-9.49\|550.00\|577.66\|490.11\|76365;2026-07-02\|468.00\|-5.89\|474.63\|499.95\|464.80\|58418;2026-07-03\|480.32\|2.63\|467.98\|502.00\|444.55\|54587;2026-07-06\|470.00\|-2.15\|488.33\|499.00\|448.00\|53767;2026-07-07\|462.23\|-1.65\|467.98\|478.20\|455.88\|43300;2026-07-08\|473.26\|2.39\|470.00\|494.81\|451.06\|50611;2026-07-09\|517.80\|9.41\|489.00\|523.35\|468.88\|59589;2026-07-10\|465.02\|-10.19\|517.12\|525.00\|464.00\|61445;2026-07-13\|446.58\|-3.97\|450.02\|481.97\|444.00\|44393;2026-07-14\|455.60\|2.02\|453.00\|464.00\|420.66\|54382;2026-07-15\|430.77\|-5.45\|467.00\|467.51\|425.00\|50675;2026-07-16\|384.00\|-10.86\|421.97\|428.93\|377.81\|86213;2026-07-17\|359.78\|-6.31\|378.74\|394.01\|359.50\|82684;2026-07-20\|344.00\|-4.39\|375.00\|391.00\|330.00\|85142;2026-07-21\|403.45\|17.28\|357.50\|403.58\|320.01\|94753;2026-07-22\|401.00\|-0.61\|399.99\|428.00\|390.00\|84133;2026-07-23\|384.00\|-4.24\|408.51\|414.81\|380.03\|56585;2026-07-24\|408.80\|6.46\|377.63\|426.24\|377.63\|74998;2026-07-27\|420.90\|2.96\|404.80\|424.99\|390.00\|65162;2026-07-28\|378.00\|-10.19\|408.00\|429.00\|373.00\|69818;2026-07-29\|349.92\|-7.43\|378.40\|385.93\|330.00\|82829;2026-07-30\|299.90\|-14.29\|348.23\|349.89\|297.57\|86643;2026-07-31\|325.23\|8.45\|346.80\|359.88\|325.00\|87900;2026-08-03\|303.53\|-6.67\|322.00\|332.99\|300.03\|57183;2026-08-04\|340.00\|12.02\|310.00\|345.00\|305.99\|62001;2026-08-05\|361.00\|6.18\|338.14\|369.63\|333.00\|80386;2026-08-06\|392.62\|8.76\|353.78\|397.99\|350.02\|74233;2026-08-07\|426.99\|8.75\|394.33\|439.00\|394.33\|79813;2026-08-10\|430.30\|0.78\|431.03\|437.00\|418.00\|58464;2026-08-11\|415.00\|-3.56\|421.02\|434.66\|414.00\|40635;2026-08-12\|425.50\|2.53\|418.32\|427.25\|409.13\|40800;2026-08-13\|419.00\|-1.53\|430.00\|444.88\|415.00\|52465;2026-08-14\|419.00\|0.00\|420.65\|429.87\|412.00\|35764;2026-08-17\|448.79\|7.11\|419.98\|448.95\|415.02\|48577;2026-08-18\|471.20\|4.99\|450.00\|475.60\|444.30\|60381;2026-08-19\|434.00\|-7.89\|448.00\|466.99\|429.00\|66667;2026-08-20\|433.00\|-0.23\|445.00\|466.66\|421.98\|65947;2026-08-21\|429.58\|-0.79\|428.43\|455.60\|419.04\|47080;2026-08-24\|426.15\|-0.80\|432.00\|439.82\|406.00\|54535;2026-08-25\|415.00\|-2.62\|416.11\|420.00\|396.80\|51520;2026-08-26\|430.60\|3.76\|427.82\|433.00\|406.58\|50344;2026-08-27\|438.60\|1.86\|423.00\|444.44\|412.32\|81809;2026-08-28\|418.80\|-4.51\|434.86\|442.50\|417.15\|44040;2026-08-31\|418.80\|0.00\|402.39\|419.87\|401.18\|37274;2026-09-01\|404.00\|-3.53\|419.00\|421.79\|400.00\|31459;2026-09-02\|389.41\|-3.61\|398.00\|401.88\|389.00\|36734;2026-09-03\|390.00\|0.15\|397.19\|401.58\|379.24\|36109;2026-09-04\|370.80\|-4.92\|396.01\|401.90\|366.58\|46300;2026-09-07\|410.05\|10.59\|377.46\|412.87\|377.00\|52516;2026-09-08\|405.00\|-1.23\|410.00\|419.59\|401.00\|35785;2026-09-09\|410.78\|1.43\|416.00\|424.68\|405.95\|31968;2026-09-10\|409.30\|-0.36\|407.26\|419.99\|403.30\|25510;2026-09-11\|402.30\|-1.71\|401.32\|405.76\|383.38\|34663;2026-09-14\|401.70\|-0.15\|394.26\|408.07\|388.50\|28578	直写光刻（Maskless Lithography）+先进封装用LDI（激光直接成像）设备，mSAP工艺用于HBM/IC载板、CoWoS封装RDL层曝光，先进封装扩产核心受益设备。催化：先进封装扩产→载板/mSAP工艺需求→LDI设备订单预期。6/24涨超10%。
116661	消息称台积电先进制程代工将全线涨价	涨停揭秘：长江存储扩产+存储涨价延续，锡膏材料需求结构性增长；涨停缘由：锡膏产品已批量应用于大功率IGBT器件及封测领域，覆盖长江存储供应链多家封测厂，受益于存储芯片扩产及先进封装升级双重驱动；资金逻辑：主力资金连续两日净流入，量价齐升，显示资金押注半导体材料国产替代加速兑现；风险提示：锡膏行业集中度低，价格竞争激烈，下游议价能力偏弱，毛利率提升可持续性存疑	公司锡膏产品已在大功率IGBT器件、封测领域取得客户认可并批量交付	2026-05-11\|104.70\|10.59\|98.94\|111.60\|98.94\|109299;2026-05-12\|96.44\|-7.89\|102.62\|103.94\|95.00\|124762;2026-05-13\|100.53\|4.24\|96.24\|103.98\|93.00\|100044;2026-05-14\|100.85\|0.32\|100.60\|105.98\|99.50\|85177;2026-05-15\|107.29\|6.39\|102.87\|115.50\|102.87\|124885;2026-05-18\|116.64\|8.71\|103.92\|119.00\|99.62\|128011;2026-05-19\|117.70\|0.91\|115.00\|119.68\|110.06\|97508;2026-05-20\|133.91\|13.77\|119.50\|134.99\|117.51\|115483;2026-05-21\|84.84\|-7.79\|89.76\|92.60\|83.13\|117247;2026-05-22\|89.24\|5.19\|85.32\|90.51\|80.27\|87812;2026-05-25\|88.20\|-1.17\|87.00\|89.18\|82.68\|74365;2026-05-26\|88.43\|0.26\|86.88\|92.96\|81.27\|82174;2026-05-27\|100.18\|13.29\|87.95\|101.80\|87.01\|123179;2026-05-28\|108.50\|8.31\|102.00\|111.00\|95.60\|120701;2026-05-29\|107.00\|-1.38\|105.10\|117.74\|105.10\|106536;2026-06-01\|108.95\|1.82\|104.29\|115.63\|103.43\|94590;2026-06-02\|112.67\|3.41\|106.00\|117.38\|92.41\|142666;2026-06-03\|114.64\|1.75\|109.99\|117.63\|109.00\|113431;2026-06-04\|137.57\|20.00\|114.00\|137.57\|113.00\|171001;2026-06-05\|119.77\|-12.94\|125.12\|132.79\|118.31\|177362;2026-06-08\|143.49\|19.80\|113.73\|143.72\|113.73\|186573;2026-06-09\|148.00\|3.14\|151.49\|153.15\|140.40\|126837;2026-06-10\|131.30\|-11.28\|142.50\|143.00\|125.98\|113208;2026-06-11\|132.33\|0.78\|132.00\|139.50\|121.00\|103509;2026-06-12\|136.66\|3.27\|136.00\|142.00\|128.80\|86814;2026-06-15\|145.23\|6.27\|142.97\|147.00\|133.00\|91527;2026-06-16\|147.36\|1.47\|145.00\|155.00\|142.00\|92634;2026-06-17\|164.50\|11.63\|144.36\|168.00\|144.36\|94765;2026-06-18\|170.31\|3.53\|163.00\|172.50\|159.00\|68876;2026-06-22\|186.00\|9.21\|171.68\|186.00\|171.68\|68151;2026-06-23\|180.51\|-2.95\|187.00\|190.00\|174.00\|74126;2026-06-24\|200.50\|11.07\|180.01\|203.96\|180.00\|81338;2026-06-25\|202.68\|1.09\|210.50\|225.00\|198.44\|123927;2026-06-26\|207.00\|2.13\|206.34\|220.00\|193.68\|101261;2026-06-29\|177.01\|-14.49\|199.99\|200.00\|170.00\|154731;2026-06-30\|167.33\|-5.47\|176.89\|188.08\|165.81\|160038;2026-07-01\|172.38\|3.02\|167.00\|178.00\|165.00\|110946;2026-07-02\|176.99\|2.67\|165.00\|189.99\|163.00\|110315;2026-07-03\|157.40\|-11.07\|177.80\|181.24\|157.00\|110558;2026-07-06\|140.07\|-11.01\|159.12\|162.00\|138.95\|153801;2026-07-07\|133.55\|-4.65\|142.08\|142.08\|128.49\|118460;2026-07-08\|127.46\|-4.56\|136.00\|137.09\|126.77\|91619;2026-07-09\|138.43\|8.61\|130.00\|138.98\|122.10\|124850;2026-07-10\|131.30\|-5.15\|138.50\|147.66\|131.22\|126943;2026-07-13\|118.20\|-9.98\|128.82\|133.33\|117.36\|130546;2026-07-14\|127.03\|7.47\|120.57\|128.88\|117.43\|101656;2026-07-15\|119.98\|-5.55\|128.70\|132.50\|119.21\|84657;2026-07-16\|112.03\|-6.63\|118.00\|120.85\|110.23\|98247;2026-07-17\|99.14\|-11.51\|112.33\|113.88\|97.80\|88759;2026-07-20\|86.37\|-12.88\|102.99\|103.75\|83.76\|117721;2026-07-21\|95.75\|10.86\|91.52\|96.45\|75.99\|144008;2026-07-22\|94.85\|-0.94\|94.67\|102.00\|93.06\|129980;2026-07-23\|90.20\|-4.90\|96.47\|99.47\|89.30\|114756;2026-07-24\|90.52\|0.35\|89.33\|94.62\|86.51\|103344;2026-07-27\|98.88\|9.24\|90.23\|99.95\|87.80\|111928;2026-07-28\|91.17\|-7.80\|95.01\|97.21\|90.00\|100494;2026-07-29\|88.55\|-2.87\|91.19\|92.52\|84.00\|105962;2026-07-30\|79.43\|-10.30\|88.01\|88.90\|76.88\|107529;2026-07-31\|86.22\|8.55\|89.76\|92.80\|86.14\|119634;2026-08-03\|81.81\|-5.11\|85.01\|87.88\|80.68\|84985;2026-08-04\|92.80\|13.43\|83.11\|92.80\|80.91\|98966;2026-08-05\|98.01\|5.61\|89.78\|101.00\|88.37\|177548;2026-08-06\|108.30\|10.50\|91.34\|109.24\|91.34\|216371;2026-08-07\|119.63\|10.46\|105.50\|129.00\|101.31\|263118;2026-08-10\|113.60\|-5.04\|118.88\|119.30\|108.70\|183886;2026-08-11\|111.10\|-2.20\|109.00\|118.26\|108.50\|142523;2026-08-12\|113.66\|2.30\|110.07\|116.66\|108.33\|117812;2026-08-13\|109.80\|-3.40\|115.80\|118.88\|109.50\|138307;2026-08-14\|115.12\|4.85\|110.16\|116.88\|109.01\|134280;2026-08-17\|123.19\|7.01\|116.73\|123.68\|114.87\|145512;2026-08-18\|130.00\|5.53\|124.01\|138.87\|124.01\|211468;2026-08-19\|110.36\|-15.11\|126.14\|126.70\|109.30\|193890;2026-08-20\|112.62\|2.05\|112.51\|116.95\|108.01\|134869;2026-08-21\|110.15\|-2.19\|112.31\|116.56\|108.20\|108646;2026-08-24\|102.51\|-6.94\|112.22\|112.34\|98.66\|116203;2026-08-25\|101.22\|-1.26\|99.94\|103.50\|95.60\|94010;2026-08-26\|99.43\|-1.77\|102.23\|102.77\|95.55\|84888;2026-08-27\|106.84\|7.45\|101.81\|108.30\|99.36\|126277;2026-08-28\|104.19\|-2.48\|106.01\|107.99\|103.83\|89444;2026-08-31\|105.41\|1.17\|100.49\|106.56\|99.80\|72094;2026-09-01\|98.74\|-6.33\|106.30\|106.66\|98.00\|94016;2026-09-02\|96.00\|-2.77\|96.80\|98.41\|95.00\|63768;2026-09-03\|95.66\|-0.35\|97.01\|98.50\|94.20\|61162;2026-09-04\|91.17\|-4.69\|97.01\|98.71\|90.38\|82110;2026-09-07\|97.33\|6.76\|91.50\|97.85\|90.86\|98536;2026-09-08\|94.50\|-2.91\|96.66\|97.89\|93.81\|68120;2026-09-09\|92.80\|-1.80\|96.01\|97.29\|91.82\|65243;2026-09-10\|92.10\|-0.75\|91.62\|94.68\|90.80\|50166;2026-09-11\|90.52\|-1.72\|90.85\|91.50\|86.40\|60974;2026-09-14\|91.11\|0.65\|89.26\|92.09\|86.37\|53186	微电子焊接材料龙头（锡膏）+AI光模块+先进封装。高端T6/T7/T8超细粉锡膏可用于800G/1.6T光模块PCB SMT焊接及COB光引擎封装。锡膏产品可应用于BGA及倒装芯片等先进封装领域。2026Q1营收3.94亿(+27.44%)、净利2975万(+36.72%)。公司澄清光模块/先进封装营收占比<1%未阻情绪炒作。2026-06-04 20CM涨停，06-22/06-24/06-25继续大涨。
116660	消息称台积电先进制程代工将全线涨价	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	1、公司化合物半导体材料锑化镓（GaSb）、锑化铟（InSb）、碲锌镉（CdZnTe）初步产能建设完成并投入使用； 2、公司表示生产的锗可用于卫星太阳翼	2026-05-11\|127.90\|11.02\|116.19\|129.85\|114.00\|157000;2026-05-12\|126.05\|-1.45\|130.00\|133.60\|124.00\|147878;2026-05-13\|123.00\|-2.42\|123.60\|125.78\|120.00\|116238;2026-05-14\|123.88\|0.72\|122.50\|127.50\|120.10\|122416;2026-05-15\|120.34\|-2.86\|122.10\|125.80\|117.10\|118589;2026-05-18\|127.74\|6.15\|121.30\|132.75\|120.12\|114902;2026-05-19\|131.62\|3.04\|125.37\|134.88\|123.11\|94517;2026-05-20\|134.00\|1.81\|130.01\|135.20\|126.41\|85756;2026-05-21\|128.91\|-3.80\|136.00\|145.66\|128.68\|148543;2026-05-22\|135.00\|4.72\|130.23\|136.30\|127.18\|85560;2026-05-25\|123.20\|-8.74\|136.35\|143.00\|108.00\|289268;2026-05-26\|118.92\|-3.47\|118.07\|128.73\|117.00\|166193;2026-05-27\|116.68\|-1.88\|114.39\|123.45\|114.39\|104554;2026-05-28\|140.02\|20.00\|117.60\|140.02\|116.27\|152587;2026-05-29\|148.24\|5.87\|146.00\|158.58\|143.00\|170310;2026-06-01\|138.61\|-6.50\|147.00\|149.00\|138.33\|119505;2026-06-02\|137.15\|-1.05\|136.63\|142.20\|131.01\|99206;2026-06-03\|135.50\|-1.20\|137.65\|144.77\|132.40\|94235;2026-06-04\|129.53\|-4.41\|133.87\|134.31\|128.45\|84428;2026-06-05\|125.35\|-3.23\|127.51\|129.00\|124.20\|85283;2026-06-08\|137.66\|9.82\|119.15\|141.23\|119.15\|116693;2026-06-09\|147.88\|7.42\|141.00\|148.52\|137.00\|106302;2026-06-10\|151.13\|2.20\|146.74\|152.66\|143.00\|71040;2026-06-11\|176.00\|16.46\|148.56\|180.77\|148.56\|130934;2026-06-12\|162.86\|-7.47\|180.00\|180.60\|161.19\|100316;2026-06-15\|195.43\|20.00\|168.00\|195.43\|163.30\|106748;2026-06-16\|212.18\|8.57\|209.58\|219.12\|195.65\|119851;2026-06-17\|214.00\|0.86\|213.41\|230.00\|205.19\|136092;2026-06-18\|225.50\|5.37\|210.16\|231.50\|210.16\|91616;2026-06-22\|244.00\|8.20\|223.25\|253.00\|223.25\|98004;2026-06-23\|239.16\|-1.98\|239.61\|247.58\|231.21\|67178;2026-06-24\|266.00\|11.22\|238.00\|267.60\|232.02\|87804;2026-06-25\|288.29\|8.38\|264.94\|292.45\|262.00\|104861;2026-06-26\|283.24\|-1.75\|283.11\|286.26\|265.00\|102746;2026-06-29\|309.67\|9.33\|275.22\|329.81\|245.00\|155918;2026-06-30\|311.95\|0.74\|313.67\|320.00\|284.33\|122146;2026-07-01\|307.12\|-1.55\|308.84\|315.00\|298.37\|66269;2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646;2026-07-24\|179.00\|1.70\|170.70\|189.78\|168.84\|82380;2026-07-27\|171.37\|-4.26\|176.80\|177.47\|160.10\|94023;2026-07-28\|147.48\|-13.94\|161.20\|166.30\|145.50\|93128;2026-07-29\|149.67\|1.48\|145.79\|150.00\|130.33\|124144;2026-07-30\|125.61\|-16.08\|145.00\|148.85\|124.27\|112931;2026-07-31\|140.50\|11.85\|150.73\|150.73\|138.30\|136982;2026-08-03\|141.00\|0.36\|140.55\|152.09\|137.51\|131843;2026-08-04\|169.20\|20.00\|155.36\|169.20\|149.95\|143778;2026-08-05\|182.45\|7.83\|162.08\|186.99\|160.20\|191118;2026-08-06\|202.00\|10.72\|182.00\|206.79\|181.00\|189843;2026-08-07\|240.00\|18.81\|206.01\|242.40\|206.01\|192879;2026-08-10\|237.00\|-1.25\|229.00\|242.96\|227.99\|140965;2026-08-11\|222.00\|-6.33\|233.05\|237.00\|217.20\|146144;2026-08-12\|248.00\|11.71\|225.19\|256.18\|220.14\|175028;2026-08-13\|242.63\|-2.17\|250.00\|252.66\|239.03\|123164;2026-08-14\|252.00\|3.86\|244.99\|254.80\|236.00\|102753;2026-08-17\|258.45\|2.56\|252.05\|261.59\|246.01\|122354;2026-08-18\|249.34\|-3.52\|263.00\|277.00\|244.80\|156806;2026-08-19\|222.53\|-10.75\|241.41\|251.50\|220.00\|212020;2026-08-20\|228.63\|2.74\|226.91\|238.00\|215.55\|140324;2026-08-21\|216.55\|-5.28\|230.00\|233.50\|211.81\|124357;2026-08-24\|202.15\|-6.65\|215.00\|216.54\|195.85\|124602;2026-08-25\|217.33\|7.51\|198.90\|219.72\|192.00\|137720;2026-08-26\|208.30\|-4.16\|217.33\|218.00\|194.15\|168938;2026-08-27\|242.04\|16.20\|216.00\|246.00\|210.02\|192012;2026-08-28\|234.09\|-3.28\|242.11\|246.00\|229.69\|123534;2026-08-31\|239.75\|2.42\|230.01\|258.60\|226.00\|158808;2026-09-01\|233.40\|-2.65\|240.00\|242.90\|232.37\|85626;2026-09-02\|229.35\|-1.74\|228.40\|237.09\|218.18\|117418;2026-09-03\|230.80\|0.63\|236.50\|238.99\|225.59\|109151;2026-09-04\|214.33\|-7.14\|229.97\|233.88\|212.00\|122423;2026-09-07\|229.61\|7.13\|223.32\|233.00\|219.33\|111040;2026-09-08\|220.00\|-4.19\|228.93\|233.48\|215.90\|87866;2026-09-09\|220.78\|0.35\|228.99\|237.49\|220.60\|106994;2026-09-10\|211.69\|-4.12\|219.13\|219.13\|209.80\|81060;2026-09-11\|206.12\|-2.63\|209.11\|210.87\|198.88\|89395;2026-09-14\|203.62\|-1.21\|204.08\|211.00\|197.01\|68445	锗全产业链龙头+红外军工+卫星太阳能电池。锗锭/四氯化锗/AI光纤级锗材料年内持续涨价，国内加强出口管制配额管理，公司是少数具备从高纯锗提纯→区熔→红外锗晶体→探测器芯片全产业链的厂商。建成8英寸硅基MEMS非制冷红外探测器产线，用于车载夜视/安防/军工。锗基红外材料及太阳能电池可用于卫星。6月中上旬走出主升浪，2026-06-15 20CM涨停(收195.43元)。
116659	消息称台积电先进制程代工将全线涨价	先进封装+AI芯片+转债赎回行业原因：据新华社，5月25日，华为公司发表了韬(τ)定律，提出以“时间缩微”替代“几何缩微”作为半导体发展新原则。预计2026年秋季推出的麒麟芯片将采用基于该定律的逻辑折叠技术以提升性能。华为还预计，到2031年基于韬(τ)定律的高端芯片晶体管密度有望达到1.4纳米制程的同等水平。公司原因： 1、据2026年4月24日业绩说明会，扇出式封装（Fan-out）及 2.5D/3D 封装工艺，相关产品线均已实现通线，基于硅转接板和硅桥方案的 2.5D 产品均实现客户送样，目前正在与部分客户进行产品验证。公司前期已经发布了可转债的募集说明书，募投项目规划的相关产能为 5000 片/月，后续会根据客户需求及国产先进制程产能释放节奏进行扩产。2026 年资本开支规划约 40 亿元，主要投向成熟封装扩产、先进封装产品线等。 2、据2026年4月21日年报，2025年晶圆级封测收入1.95亿元，同比增84.22%，公司全部产品均为FC、SiP、BGA等中高端先进封装，客户结构优化，24家客户销售额超5000万元。 3、据2026年5月22日公告，公司触发“甬矽转债”提前赎回条件，董事会决定行使赎回权。	公司聚焦中高端封装业务，全部产品基本均为QFN/DFN、Hybrid-BGA、WBLGA等中高端先进封装形式，并在系统级封装（SiP）、高密度细间距凸点倒装产品（FC类产品）等先进封装领域具有较为突出的工艺优势和技术先进性	2026-05-11\|51.29\|5.99\|50.01\|52.26\|49.25\|252123;2026-05-12\|50.59\|-1.36\|51.99\|53.26\|49.60\|257220;2026-05-13\|50.17\|-0.83\|48.99\|50.56\|48.18\|276563;2026-05-14\|51.11\|1.87\|50.10\|52.76\|49.00\|308619;2026-05-15\|50.30\|-1.58\|53.26\|55.60\|49.60\|347956;2026-05-18\|47.50\|-5.57\|50.32\|50.90\|47.02\|357030;2026-05-19\|51.43\|8.27\|47.00\|51.50\|45.68\|358003;2026-05-20\|54.82\|6.59\|51.40\|56.95\|50.61\|376617;2026-05-21\|52.87\|-3.56\|54.83\|58.51\|52.66\|403949;2026-05-22\|56.30\|6.49\|52.87\|57.09\|51.56\|345657;2026-05-25\|67.56\|20.00\|58.20\|67.56\|56.66\|532819;2026-05-26\|75.58\|11.87\|74.88\|78.16\|68.80\|858282;2026-05-27\|68.91\|-8.83\|70.90\|75.13\|68.02\|619496;2026-05-28\|74.11\|7.55\|68.31\|74.88\|66.88\|515125;2026-05-29\|64.05\|-13.57\|72.05\|72.60\|63.78\|472516;2026-06-01\|59.66\|-6.85\|64.95\|65.80\|59.48\|333625;2026-06-02\|60.10\|0.74\|59.66\|62.09\|58.00\|313026;2026-06-03\|60.98\|1.46\|59.00\|64.16\|59.00\|351571;2026-06-04\|63.19\|3.62\|59.04\|63.95\|57.82\|346977;2026-06-05\|57.60\|-8.85\|60.04\|61.40\|57.42\|334650;2026-06-08\|52.58\|-8.72\|52.61\|55.26\|51.79\|289265;2026-06-09\|56.98\|8.37\|54.20\|57.83\|52.30\|400084;2026-06-10\|58.25\|2.23\|56.10\|59.57\|55.34\|361969;2026-06-11\|63.99\|9.85\|58.50\|64.64\|57.80\|497352;2026-06-12\|58.40\|-8.74\|66.00\|66.01\|58.00\|460115;2026-06-15\|63.08\|8.01\|59.60\|63.24\|56.82\|327047;2026-06-16\|64.85\|2.81\|65.00\|69.46\|64.08\|484676;2026-06-17\|69.40\|7.02\|64.53\|72.00\|63.50\|453806;2026-06-18\|72.50\|4.47\|68.40\|74.14\|68.36\|374585;2026-06-22\|71.88\|-0.86\|74.32\|74.99\|67.71\|456310;2026-06-23\|68.98\|-4.03\|69.07\|71.14\|65.87\|326704;2026-06-24\|76.98\|11.60\|68.50\|78.50\|68.19\|461833;2026-06-25\|77.11\|0.17\|78.00\|79.50\|74.66\|397491;2026-06-26\|75.52\|-2.06\|74.50\|80.56\|74.21\|351730;2026-06-29\|84.95\|12.49\|80.58\|87.99\|78.03\|505343;2026-06-30\|96.40\|13.48\|82.87\|97.61\|81.18\|481833;2026-07-01\|91.31\|-5.28\|95.00\|98.00\|90.33\|352575;2026-07-02\|92.99\|1.84\|88.00\|102.56\|86.80\|490316;2026-07-03\|90.00\|-3.22\|90.00\|93.30\|85.09\|354062;2026-07-06\|95.93\|6.59\|95.30\|103.38\|85.18\|501759;2026-07-07\|102.54\|6.89\|93.99\|106.55\|92.52\|444185;2026-07-08\|98.00\|-4.43\|104.00\|104.20\|93.00\|394061;2026-07-09\|114.80\|17.14\|99.30\|117.00\|98.32\|518242;2026-07-10\|107.20\|-6.62\|115.00\|120.80\|106.16\|501930;2026-07-13\|96.00\|-10.45\|104.87\|111.00\|94.53\|466570;2026-07-14\|94.45\|-1.61\|95.88\|97.88\|87.05\|466532;2026-07-15\|85.60\|-9.37\|96.33\|97.30\|85.38\|387271;2026-07-16\|79.00\|-7.71\|81.86\|87.01\|77.88\|332127;2026-07-17\|72.81\|-7.84\|78.99\|82.40\|72.00\|408243;2026-07-20\|71.42\|-1.91\|75.90\|79.50\|68.00\|403673;2026-07-21\|83.20\|16.49\|75.19\|83.97\|66.00\|485820;2026-07-22\|85.03\|2.20\|83.00\|89.93\|81.88\|469158;2026-07-23\|77.00\|-9.44\|86.49\|87.50\|76.00\|420475;2026-07-24\|78.49\|1.94\|74.65\|81.72\|74.65\|306749;2026-07-27\|77.26\|-1.57\|78.53\|80.50\|74.00\|288259;2026-07-28\|68.49\|-11.35\|74.00\|78.23\|67.07\|298146;2026-07-29\|64.34\|-6.06\|68.01\|69.00\|58.16\|436247;2026-07-30\|55.70\|-13.43\|63.00\|63.90\|55.55\|397004;2026-07-31\|58.06\|4.24\|61.88\|63.44\|57.80\|333601;2026-08-03\|51.70\|-10.95\|57.48\|57.83\|51.57\|311003;2026-08-04\|55.58\|7.50\|52.50\|56.60\|51.60\|313186;2026-08-05\|60.77\|9.34\|55.67\|61.27\|55.66\|395989;2026-08-06\|65.59\|7.93\|59.00\|68.38\|58.99\|426474;2026-08-07\|68.96\|5.14\|65.04\|70.22\|64.41\|372541;2026-08-10\|68.10\|-1.25\|69.24\|69.24\|65.74\|271989;2026-08-11\|68.10\|0.00\|67.60\|70.40\|65.81\|275051;2026-08-12\|68.66\|0.82\|68.88\|70.73\|66.22\|274204;2026-08-13\|68.09\|-0.83\|69.76\|72.80\|68.00\|357097;2026-08-14\|67.99\|-0.15\|68.99\|69.69\|66.00\|274826;2026-08-17\|73.91\|8.71\|67.57\|74.46\|67.50\|365964;2026-08-18\|73.40\|-0.69\|72.86\|74.83\|71.50\|310205;2026-08-19\|64.50\|-12.13\|69.59\|71.88\|63.91\|338468;2026-08-20\|64.61\|0.17\|65.88\|66.99\|63.40\|220945;2026-08-21\|64.88\|0.42\|64.00\|66.96\|62.53\|183459;2026-08-24\|63.24\|-2.53\|64.60\|65.14\|60.81\|165611;2026-08-25\|61.61\|-2.58\|61.93\|63.08\|58.50\|194355;2026-08-26\|61.35\|-0.42\|62.00\|62.99\|60.00\|180279;2026-08-27\|63.99\|4.30\|62.37\|65.10\|60.76\|219662;2026-08-28\|62.67\|-2.06\|63.93\|65.88\|62.64\|188954;2026-08-31\|64.27\|2.55\|60.93\|64.64\|60.60\|172824;2026-09-01\|61.34\|-4.56\|64.49\|64.49\|60.70\|157608;2026-09-02\|59.56\|-2.90\|59.95\|60.50\|58.90\|146647;2026-09-03\|61.44\|3.16\|60.50\|63.24\|60.20\|203891;2026-09-04\|58.60\|-4.62\|62.67\|63.95\|57.77\|206799;2026-09-07\|60.91\|3.94\|60.46\|61.99\|59.02\|167888;2026-09-08\|60.70\|-0.34\|61.60\|63.24\|59.70\|186908;2026-09-09\|59.30\|-2.31\|61.39\|61.98\|59.10\|149803;2026-09-10\|58.88\|-0.71\|58.99\|60.22\|58.01\|121593;2026-09-11\|57.53\|-2.29\|58.00\|58.44\|55.10\|161470;2026-09-14\|57.63\|0.17\|57.32\|57.97\|55.57\|114303	FC倒装/SiP/QFN/WLP全品类先进封装，聚焦中高端，直接受益AI芯片/Chiplet封装需求外溢，产能持续扩张（二期项目）。催化：先进封装超级景气周期叙事（花旗上调封测目标价）；AI算力芯片客户放量预期。6/24大涨超12%。
116658	消息称台积电先进制程代工将全线涨价	光刻胶+拟调入中证500+存储芯片+化学清洗+北京国资行业原因： 1、黄仁勋周一在CES推出基于BlueField-4 DPU构建的推理上下文内存存储平台，通过这个平台，在每个GPU原有1TB内存的基础上，为每个GPU额外增加了16TB的思考空间。美股闪迪昨晚大涨27%。 2、三星、SK海力士已通知客户Q1 DRAM报价环比再涨60%—70%，TrendForce预计Q4 DDR5同比涨314%，缺货与涨价共振。公司原因： 1、据2025年11月24日机构调研，公司合同负债较年初增近80%，前道化学清洗机前三季度签单已达去年全年数倍，订单饱满。 2、中证指数1月6日公告，中证指数有限公司决定调整中证1000、中证500和中证A500指数样本，于2026年1月9日收市后生效。据名单显示，芯源微调入中证500指数。 3、据2025年8月29日半年报，公司系国内唯一量产前道涂胶显影机厂商，产品覆盖offline至ArF浸没式全系列，技术等级持续提升。 4、据2025年10月29日互动易，公司设备持续获得国内领先存储客户订单，深度绑定头部晶圆厂。 5、据公司披露，北方华创为公司控股股东，最终控制人为北京电子控股有限责任公司，具备北京国资背景。	公司是国内唯一可提供量产型前道涂胶显影机的厂商，其光刻工序涂胶显影设备和单片式湿法设备等产品是半导体芯片制造过程中的关键设备，已成功打破国外厂商垄断，广泛应用于集成电路制造前道晶圆加工及后道先进封装等环节	2026-05-11\|236.48\|3.73\|231.01\|243.68\|223.01\|128539;2026-05-12\|273.74\|15.76\|238.82\|283.00\|236.50\|141997;2026-05-13\|274.37\|0.23\|265.00\|285.50\|262.80\|110581;2026-05-14\|258.00\|-5.97\|271.31\|278.80\|254.60\|112611;2026-05-15\|276.74\|7.26\|258.00\|297.47\|247.10\|143502;2026-05-18\|286.30\|3.45\|279.94\|294.12\|272.00\|98728;2026-05-19\|294.52\|2.87\|280.36\|300.00\|266.00\|92356;2026-05-20\|307.81\|4.51\|291.58\|313.00\|286.20\|86058;2026-05-21\|285.15\|-7.36\|310.09\|330.00\|280.00\|129009;2026-05-22\|288.74\|1.26\|285.15\|291.50\|275.00\|83681;2026-05-25\|288.75\|0.00\|282.00\|307.50\|270.01\|110933;2026-05-26\|268.37\|-7.06\|286.00\|287.99\|263.00\|107501;2026-05-27\|260.50\|-2.93\|271.60\|280.88\|259.61\|91765;2026-05-28\|263.05\|0.98\|264.53\|266.80\|256.09\|74680;2026-05-29\|245.30\|-6.75\|264.00\|264.90\|242.92\|93878;2026-06-01\|237.32\|-3.25\|250.21\|251.76\|236.01\|76598;2026-06-02\|242.79\|2.30\|242.06\|245.96\|232.99\|65336;2026-06-03\|256.95\|5.83\|245.75\|277.00\|239.00\|104206;2026-06-04\|258.63\|0.65\|250.00\|264.68\|246.08\|89415;2026-06-05\|247.19\|-4.42\|257.28\|258.00\|243.70\|62347;2026-06-08\|230.75\|-6.65\|235.00\|248.38\|228.08\|77242;2026-06-09\|246.00\|6.61\|237.67\|249.90\|234.03\|64753;2026-06-10\|244.12\|-0.76\|244.79\|255.68\|239.86\|67444;2026-06-11\|260.30\|6.63\|244.20\|264.08\|244.20\|96703;2026-06-12\|255.59\|-1.81\|275.99\|282.98\|254.00\|126182;2026-06-15\|267.35\|4.60\|255.58\|269.63\|248.00\|78290;2026-06-16\|272.00\|1.74\|267.35\|277.48\|260.99\|79174;2026-06-17\|287.30\|5.62\|267.59\|288.00\|262.09\|94552;2026-06-18\|293.05\|2.00\|284.58\|299.13\|278.00\|86351;2026-06-22\|288.12\|-1.68\|293.00\|305.00\|276.01\|85458;2026-06-23\|283.77\|-1.51\|282.02\|298.50\|276.20\|82638;2026-06-24\|318.00\|12.06\|280.12\|318.78\|277.92\|93738;2026-06-25\|333.00\|4.72\|318.00\|349.00\|317.27\|90376;2026-06-26\|354.90\|6.58\|330.00\|363.00\|328.00\|106983;2026-06-29\|399.64\|12.61\|360.00\|399.98\|355.60\|110371;2026-06-30\|439.05\|9.86\|396.58\|453.64\|390.00\|97512;2026-07-01\|408.00\|-7.07\|440.00\|459.88\|401.00\|102132;2026-07-02\|360.00\|-11.76\|387.60\|406.99\|353.09\|118732;2026-07-03\|355.12\|-1.36\|357.79\|370.00\|339.24\|99115;2026-07-06\|370.76\|4.40\|361.50\|379.86\|340.00\|91024;2026-07-07\|382.00\|3.03\|360.00\|401.80\|355.85\|76572;2026-07-08\|406.00\|6.28\|389.00\|429.00\|377.00\|84166;2026-07-09\|431.62\|6.31\|412.08\|437.00\|391.50\|87840;2026-07-10\|383.23\|-11.21\|431.11\|441.00\|383.23\|82696;2026-07-13\|378.00\|-1.36\|381.10\|407.00\|372.38\|87720;2026-07-14\|382.50\|1.19\|381.62\|387.98\|357.00\|61378;2026-07-15\|372.86\|-2.52\|390.00\|397.60\|363.50\|72876;2026-07-16\|349.00\|-6.40\|369.70\|376.33\|344.34\|78806;2026-07-17\|310.59\|-11.01\|354.55\|354.98\|305.00\|80267;2026-07-20\|298.75\|-3.81\|320.00\|327.99\|285.21\|80541;2026-07-21\|358.50\|20.00\|304.78\|358.50\|287.17\|100565;2026-07-22\|348.00\|-2.93\|361.20\|372.98\|342.00\|93917;2026-07-23\|331.00\|-4.89\|351.32\|353.88\|327.00\|57497;2026-07-24\|342.00\|3.32\|327.14\|359.95\|322.09\|59409;2026-07-27\|349.30\|2.13\|336.70\|355.00\|323.07\|59131;2026-07-28\|332.44\|-4.83\|355.00\|372.00\|325.08\|99281;2026-07-29\|335.01\|0.77\|327.55\|339.80\|303.29\|85095;2026-07-30\|285.80\|-14.69\|329.89\|334.16\|285.80\|88632;2026-07-31\|293.39\|2.66\|330.00\|338.00\|293.00\|80466;2026-08-03\|261.00\|-11.04\|292.53\|297.50\|255.78\|106778;2026-08-04\|275.73\|5.64\|259.86\|281.78\|251.69\|90157;2026-08-05\|298.97\|8.43\|275.00\|304.05\|273.00\|78486;2026-08-06\|301.98\|1.01\|290.00\|311.98\|283.27\|66331;2026-08-07\|310.87\|2.94\|303.00\|313.73\|296.38\|53486;2026-08-10\|322.20\|3.66\|310.88\|328.99\|309.00\|63381;2026-08-11\|315.15\|-2.19\|318.30\|323.30\|302.03\|55947;2026-08-12\|339.00\|7.57\|317.41\|342.50\|316.01\|62709;2026-08-13\|329.97\|-2.66\|345.00\|349.66\|328.78\|50111;2026-08-14\|336.80\|2.07\|333.40\|341.98\|328.05\|36062;2026-08-17\|346.03\|2.74\|339.00\|348.00\|332.01\|48420;2026-08-18\|356.50\|3.03\|344.00\|358.58\|342.22\|60635;2026-08-19\|344.69\|-3.31\|347.50\|362.55\|337.00\|89178;2026-08-20\|367.59\|6.64\|353.00\|379.00\|344.30\|81407;2026-08-21\|366.50\|-0.30\|363.00\|375.50\|353.23\|50987;2026-08-24\|366.95\|0.12\|369.00\|378.60\|357.04\|44690;2026-08-25\|355.65\|-3.08\|358.00\|366.00\|337.01\|52936;2026-08-26\|372.82\|4.83\|348.12\|376.66\|348.12\|58320;2026-08-27\|375.00\|0.58\|372.00\|377.77\|359.01\|49872;2026-08-28\|367.74\|-1.94\|373.13\|375.00\|360.59\|40166;2026-08-31\|370.00\|0.61\|360.00\|372.98\|352.17\|52675;2026-09-01\|342.00\|-7.57\|367.29\|370.00\|341.88\|51142;2026-09-02\|341.29\|-0.21\|334.90\|350.65\|331.00\|33427;2026-09-03\|327.60\|-4.01\|345.99\|348.66\|324.00\|39919;2026-09-04\|317.89\|-2.96\|332.00\|335.87\|316.00\|43012;2026-09-07\|339.94\|6.94\|324.00\|341.98\|321.45\|37697;2026-09-08\|330.66\|-2.73\|338.03\|343.99\|329.09\|29887;2026-09-09\|327.47\|-0.96\|337.99\|340.66\|326.34\|25552;2026-09-10\|322.98\|-1.37\|326.11\|331.09\|320.37\|23105;2026-09-11\|312.00\|-3.40\|320.00\|320.00\|300.79\|36506;2026-09-14\|309.38\|-0.84\|308.00\|312.03\|301.13\|36039	前道涂胶显影设备国内唯一量产(对标东京电子TEL)+存储扩产受益+北方华创入驻+化学清洗放量。产品进入长江存储、长鑫、中芯国际批量供货。3D NAND层数提升及HBM产线增加光刻涂胶工序。化学清洗设备获批量重复性订单。北方华创成为控股股东(实控人北京电控)，深度协同大基金三期背景。2026-06-24大涨+12.06%(318.00元)，半导体设备领涨核心。
116657	消息称台积电先进制程代工将全线涨价	先进封装+显示驱动芯片+合肥国资行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年5月14日机构调研，公司以5000万元增资成都奕成科技，补齐板级系统集成、高密度RDL及异构集成技术短板，形成完整先进封测能力闭环，提升对AI、HPC、汽车电子等高毛利领域覆盖。 2、据2025年年度报告，公司是境内收入规模最高的显示驱动芯片封测企业，全球第三，具备28nm制程显示驱动芯片封测量产能力，并发展了电源管理芯片、射频前端芯片等多元化封测业务。 3、据2025年年度报告，公司实控人为合肥市人民政府国有资产监督管理委员会；据2026年6月4日机构调研，公司正推进苏州厂区三期地块资本支出项目，拟计划投入24.54亿元布局先进封装产能建设。	公司是中国境内最早专业从事 8 吋及 12 吋显示驱动芯片先进封测并可提供全制程（Turn-key）封测服务的企业之一，近年来公司显示驱动芯片封测收入及封装芯片的出货量均位列中国境内第一、全球第三	2026-05-11\|13.82\|5.42\|13.32\|14.06\|13.25\|271151;2026-05-12\|14.02\|1.45\|13.79\|14.39\|13.67\|266475;2026-05-13\|14.44\|3.00\|13.92\|14.66\|13.63\|257983;2026-05-14\|14.95\|3.53\|14.56\|15.42\|14.50\|599775;2026-05-15\|14.56\|-2.61\|14.88\|15.27\|14.41\|344838;2026-05-18\|14.93\|2.54\|14.66\|15.42\|14.20\|312802;2026-05-19\|15.74\|5.43\|14.80\|15.81\|14.60\|301589;2026-05-20\|15.55\|-1.21\|15.78\|16.00\|15.39\|226061;2026-05-21\|14.40\|-7.40\|15.68\|16.30\|14.36\|388780;2026-05-22\|15.00\|4.17\|14.67\|15.19\|14.40\|246318;2026-05-25\|17.35\|15.67\|15.01\|17.43\|14.75\|568520;2026-05-26\|18.99\|9.45\|17.22\|19.63\|17.22\|841220;2026-05-27\|17.88\|-5.85\|18.48\|18.80\|17.21\|624070;2026-05-28\|18.67\|4.42\|17.50\|19.22\|17.26\|516331;2026-05-29\|19.48\|4.34\|19.02\|19.93\|18.60\|613843;2026-06-01\|21.62\|10.99\|19.69\|22.00\|19.40\|679658;2026-06-02\|23.62\|9.25\|21.88\|24.58\|21.65\|709308;2026-06-03\|22.96\|-2.79\|23.44\|24.31\|22.33\|575907;2026-06-04\|21.56\|-6.10\|22.34\|22.99\|21.38\|550571;2026-06-05\|19.66\|-8.60\|21.06\|21.20\|19.44\|532594;2026-06-08\|18.73\|-4.73\|18.95\|19.77\|18.34\|317042;2026-06-09\|19.27\|2.88\|18.95\|19.80\|18.46\|391502;2026-06-10\|17.92\|-7.01\|18.80\|18.89\|17.60\|398432;2026-06-11\|17.00\|-5.13\|17.69\|18.08\|16.86\|341715;2026-06-12\|16.65\|-2.06\|17.44\|17.82\|16.28\|469124;2026-06-15\|17.87\|7.33\|16.42\|17.94\|16.39\|346679;2026-06-16\|18.50\|3.53\|18.30\|19.07\|18.10\|399180;2026-06-17\|18.81\|1.68\|18.40\|19.17\|18.08\|330130;2026-06-18\|19.10\|1.54\|18.86\|19.54\|18.71\|436070;2026-06-22\|18.66\|-2.30\|19.37\|19.50\|17.98\|390040;2026-06-23\|18.72\|0.32\|18.55\|19.44\|18.16\|328221;2026-06-24\|21.18\|13.14\|18.38\|21.70\|18.32\|616601;2026-06-25\|20.55\|-2.97\|20.67\|21.16\|19.80\|486204;2026-06-26\|21.00\|2.19\|20.05\|21.78\|19.86\|503167;2026-06-29\|20.15\|-4.05\|20.75\|21.50\|19.07\|455854;2026-06-30\|24.18\|20.00\|20.15\|24.18\|19.90\|605818;2026-07-01\|22.89\|-5.33\|23.60\|24.48\|22.47\|578394;2026-07-02\|21.73\|-5.07\|22.21\|24.81\|21.09\|578359;2026-07-03\|21.10\|-2.90\|21.89\|22.30\|20.39\|390574;2026-07-06\|21.96\|4.08\|21.58\|22.98\|20.09\|471557;2026-07-07\|21.42\|-2.46\|21.75\|22.91\|21.00\|342216;2026-07-08\|20.30\|-5.23\|21.68\|21.95\|19.53\|332939;2026-07-09\|23.49\|15.71\|20.90\|23.80\|20.50\|483503;2026-07-10\|22.00\|-6.34\|23.70\|24.68\|21.97\|440383;2026-07-13\|19.50\|-11.36\|21.57\|23.06\|19.38\|441102;2026-07-14\|18.85\|-3.33\|18.92\|19.64\|18.11\|344138;2026-07-15\|17.75\|-5.84\|19.21\|19.48\|17.40\|287766;2026-07-16\|16.07\|-9.46\|17.10\|17.67\|15.90\|311879;2026-07-17\|14.12\|-12.13\|16.14\|16.28\|14.02\|296624;2026-07-20\|13.00\|-7.93\|14.68\|14.86\|12.55\|380541;2026-07-21\|14.19\|9.15\|13.36\|14.65\|12.21\|516177;2026-07-22\|14.33\|0.99\|14.07\|15.10\|13.90\|405808;2026-07-23\|14.37\|0.28\|14.41\|14.65\|13.78\|273312;2026-07-24\|14.28\|-0.63\|14.18\|14.62\|13.88\|235312;2026-07-27\|14.19\|-0.63\|14.26\|14.52\|13.66\|199980;2026-07-28\|13.52\|-4.72\|14.00\|14.55\|13.36\|265042;2026-07-29\|13.29\|-1.70\|13.62\|13.73\|12.58\|243229;2026-07-30\|12.49\|-6.02\|13.11\|13.29\|12.37\|230569;2026-07-31\|13.91\|11.37\|13.37\|14.53\|13.25\|358869;2026-08-03\|13.31\|-4.31\|13.60\|14.19\|13.00\|263547;2026-08-04\|14.74\|10.74\|13.45\|14.79\|13.21\|304782;2026-08-05\|15.28\|3.66\|14.50\|15.59\|14.48\|272921;2026-08-06\|15.87\|3.86\|15.02\|16.43\|14.86\|292864;2026-08-07\|17.38\|9.51\|15.74\|18.07\|15.64\|342057;2026-08-10\|17.70\|1.84\|17.40\|18.00\|17.06\|262407;2026-08-11\|17.48\|-1.24\|17.51\|17.99\|17.20\|150472;2026-08-12\|18.06\|3.32\|17.51\|18.25\|17.47\|167816;2026-08-13\|18.23\|0.94\|18.28\|19.05\|18.02\|228469;2026-08-14\|18.83\|3.29\|18.50\|19.35\|18.36\|258336;2026-08-17\|20.03\|6.37\|19.45\|20.29\|19.12\|358001;2026-08-18\|20.31\|1.40\|20.00\|20.45\|19.76\|253260;2026-08-19\|18.14\|-10.68\|19.60\|19.96\|17.80\|473798;2026-08-20\|18.36\|1.21\|18.59\|19.13\|18.11\|244963;2026-08-21\|18.52\|0.87\|18.40\|19.27\|18.35\|193477;2026-08-24\|18.04\|-2.59\|18.63\|18.76\|17.52\|226290;2026-08-25\|17.51\|-2.94\|17.80\|17.98\|16.80\|212406;2026-08-26\|17.05\|-2.63\|17.67\|17.72\|16.89\|176123;2026-08-27\|18.46\|8.27\|17.10\|18.61\|16.96\|284899;2026-08-28\|18.08\|-2.06\|18.45\|18.88\|18.02\|229764;2026-08-31\|17.98\|-0.55\|17.57\|18.44\|17.42\|185291;2026-09-01\|17.25\|-4.06\|17.97\|18.04\|17.17\|171746;2026-09-02\|17.54\|1.68\|17.04\|17.66\|16.51\|192100;2026-09-03\|17.07\|-2.68\|17.67\|18.12\|16.82\|181180;2026-09-04\|16.41\|-3.87\|17.30\|18.34\|16.25\|240497;2026-09-07\|17.16\|4.57\|16.60\|17.44\|16.46\|199406;2026-09-08\|17.42\|1.52\|17.08\|18.08\|16.94\|261527;2026-09-09\|17.70\|1.61\|17.57\|18.48\|17.42\|292044;2026-09-10\|17.26\|-2.49\|17.53\|17.88\|17.19\|151593;2026-09-11\|16.59\|-3.88\|17.01\|17.20\|15.92\|223698;2026-09-14\|17.46\|5.24\|16.37\|17.86\|15.93\|237963	显示驱动IC（DDIC）金凸块+Bumping+COF/COG封装龙头，高端凸块工艺可延伸至Chiplet/2.5D先进封装，被资金视为"显示驱动封测+先进封装"双属性。催化：先进封装板块整体拉升→资金挖封测二线弹性标的；台积电涨价强化封测景气度。6/24大涨近13%。
116656	消息称台积电先进制程代工将全线涨价	涨停揭秘：中科飞测4月27日涨停，核心逻辑为HBM3量产带动图形缺陷检测与三维量测设备需求爆发，公司产品已通过多家客户产线验证并批量出货；涨停缘由：公司图形晶圆缺陷检测设备、三维形貌量测设备已成功导入长电科技、通富微电HBM产线，填补国产高端量检测设备空白；英特尔等大厂业绩超预期加速HBM扩产节奏；资金逻辑：主力资金单日净流入1.38亿元，小单资金转为净流入，显示筹码稳定性增强；风险提示：量检测设备验证周期长、客户粘性高，新进厂商替代难度大；行业竞争加剧或压缩毛利空间	公司目前的产品可以满足HBM技术领域对于量检测设备的需求，其中图形晶圆缺陷检测设备、三维形貌量测设备等多个系列产品已成功通过国内多家HBM客户产线验证，实现了批量出货	2026-05-11\|193.75\|1.28\|195.00\|204.44\|193.00\|88629;2026-05-12\|199.20\|2.81\|193.00\|202.02\|192.29\|92623;2026-05-13\|205.95\|3.39\|195.10\|212.28\|192.34\|89512;2026-05-14\|204.01\|-0.94\|205.90\|211.22\|199.33\|99404;2026-05-15\|207.50\|1.71\|203.80\|217.49\|190.36\|136825;2026-05-18\|202.65\|-2.34\|205.00\|215.40\|199.93\|117628;2026-05-19\|220.50\|8.81\|202.64\|223.00\|195.44\|131173;2026-05-20\|258.94\|17.43\|230.00\|264.60\|230.00\|173247;2026-05-21\|241.61\|-6.69\|258.90\|267.01\|239.87\|184010;2026-05-22\|245.45\|1.59\|243.63\|248.99\|234.00\|139935;2026-05-25\|255.69\|4.17\|244.04\|268.07\|234.11\|151902;2026-05-26\|245.00\|-4.18\|254.88\|255.68\|236.00\|114141;2026-05-27\|234.69\|-4.21\|245.90\|260.66\|231.00\|129725;2026-05-28\|232.70\|-0.85\|233.58\|238.77\|227.24\|90575;2026-05-29\|217.89\|-6.36\|232.70\|233.33\|210.00\|142067;2026-06-01\|202.60\|-7.02\|217.00\|217.43\|201.11\|134533;2026-06-02\|204.82\|1.10\|205.54\|211.98\|200.00\|97107;2026-06-03\|205.56\|0.36\|204.88\|211.88\|201.19\|94688;2026-06-04\|211.08\|2.69\|201.00\|216.20\|200.18\|89153;2026-06-05\|199.98\|-5.26\|207.00\|211.20\|198.00\|87718;2026-06-08\|192.00\|-3.99\|189.99\|199.00\|188.00\|84856;2026-06-09\|203.08\|5.77\|197.76\|204.20\|194.50\|72723;2026-06-10\|203.18\|0.05\|200.49\|209.49\|200.26\|82689;2026-06-11\|212.76\|4.71\|204.62\|216.63\|204.62\|77950;2026-06-12\|226.45\|6.43\|230.01\|245.00\|222.51\|155981;2026-06-15\|235.00\|3.78\|226.45\|235.88\|220.31\|99455;2026-06-16\|241.00\|2.55\|236.47\|242.99\|228.84\|90479;2026-06-17\|251.71\|4.44\|236.10\|254.77\|230.00\|100185;2026-06-18\|252.21\|0.20\|249.17\|256.88\|247.50\|81848;2026-06-22\|268.57\|6.49\|254.00\|275.99\|253.03\|100361;2026-06-23\|275.90\|2.73\|268.00\|287.90\|261.14\|73542;2026-06-24\|312.34\|13.21\|272.90\|314.00\|270.08\|89286;2026-06-25\|332.00\|6.29\|309.22\|341.19\|307.00\|80489;2026-06-26\|355.00\|6.93\|332.00\|372.00\|325.00\|95179;2026-06-29\|376.24\|5.98\|355.00\|378.99\|344.95\|124307;2026-06-30\|430.00\|14.29\|381.00\|434.88\|371.00\|108233;2026-07-01\|422.00\|-1.86\|435.00\|458.98\|406.20\|136739;2026-07-02\|356.00\|-15.64\|405.12\|412.00\|351.33\|199656;2026-07-03\|342.00\|-3.93\|351.08\|358.74\|331.11\|158503;2026-07-06\|343.00\|0.29\|345.83\|353.30\|328.96\|115923;2026-07-07\|356.60\|3.96\|336.97\|365.91\|333.33\|114537;2026-07-08\|408.00\|14.41\|365.00\|422.64\|363.91\|143293;2026-07-09\|446.50\|9.44\|412.30\|448.84\|403.00\|139546;2026-07-10\|422.74\|-5.32\|440.00\|455.00\|414.00\|121500;2026-07-13\|389.99\|-7.75\|410.52\|434.33\|383.00\|131254;2026-07-14\|391.88\|0.48\|390.00\|413.00\|370.00\|126048;2026-07-15\|381.00\|-2.78\|398.00\|408.99\|374.01\|105277;2026-07-16\|350.69\|-7.96\|370.00\|380.96\|347.00\|114416;2026-07-17\|311.19\|-11.26\|348.80\|351.00\|308.00\|145551;2026-07-20\|305.38\|-1.87\|324.87\|338.85\|300.01\|143527;2026-07-21\|366.46\|20.00\|313.01\|366.46\|300.53\|166301;2026-07-22\|357.00\|-2.58\|378.92\|387.32\|352.50\|159819;2026-07-23\|334.34\|-6.35\|360.00\|361.00\|330.01\|118148;2026-07-24\|357.42\|6.90\|327.00\|371.99\|321.11\|130844;2026-07-27\|389.43\|8.96\|348.01\|391.99\|348.01\|141749;2026-07-28\|369.00\|-5.25\|370.00\|399.90\|363.00\|136324;2026-07-29\|360.70\|-2.25\|367.28\|370.98\|329.00\|144697;2026-07-30\|323.15\|-10.41\|349.00\|359.80\|315.00\|150629;2026-07-31\|346.60\|7.26\|368.52\|378.20\|345.00\|138457;2026-08-03\|302.97\|-12.59\|339.54\|343.93\|300.80\|139242;2026-08-04\|317.98\|4.95\|304.49\|325.57\|297.33\|108258;2026-08-05\|341.60\|7.43\|318.23\|346.58\|314.68\|131967;2026-08-06\|345.00\|1.00\|329.01\|356.28\|327.01\|99940;2026-08-07\|351.00\|1.74\|345.67\|359.99\|333.09\|102931;2026-08-10\|362.45\|3.26\|352.00\|371.55\|346.36\|100263;2026-08-11\|348.30\|-3.90\|354.00\|365.59\|343.99\|76640;2026-08-12\|348.05\|-0.07\|348.00\|359.95\|340.14\|77872;2026-08-13\|336.21\|-3.40\|353.86\|358.00\|333.33\|113188;2026-08-14\|324.33\|-3.53\|339.00\|342.00\|315.55\|123978;2026-08-17\|368.70\|13.68\|329.87\|368.70\|324.33\|144280;2026-08-18\|371.96\|0.88\|364.61\|372.60\|358.42\|106198;2026-08-19\|342.00\|-8.05\|360.20\|368.00\|339.12\|103778;2026-08-20\|355.59\|3.97\|348.84\|367.00\|337.77\|105555;2026-08-21\|349.46\|-1.72\|358.93\|358.93\|342.00\|76081;2026-08-24\|349.50\|0.01\|350.08\|364.95\|342.40\|88844;2026-08-25\|338.99\|-3.01\|333.41\|346.90\|327.75\|87600;2026-08-26\|362.00\|6.79\|335.00\|371.95\|333.33\|106204;2026-08-27\|373.71\|3.23\|364.00\|374.60\|353.87\|86473;2026-08-28\|362.66\|-2.96\|369.95\|377.75\|361.13\|67935;2026-08-31\|365.99\|0.92\|355.41\|368.31\|345.01\|64899;2026-09-01\|349.26\|-4.57\|362.06\|366.00\|347.00\|52032;2026-09-02\|337.40\|-3.40\|344.08\|348.00\|333.61\|53968;2026-09-03\|320.87\|-4.90\|339.88\|344.50\|310.99\|88398;2026-09-04\|299.80\|-6.57\|325.65\|327.76\|297.00\|102410;2026-09-07\|314.15\|4.79\|305.00\|315.58\|299.40\|85269;2026-09-08\|315.55\|0.45\|313.00\|329.85\|308.00\|77756;2026-09-09\|309.17\|-2.02\|320.54\|322.00\|306.40\|48413;2026-09-10\|308.79\|-0.12\|308.00\|313.00\|301.00\|44225;2026-09-11\|304.68\|-1.33\|305.02\|306.95\|289.57\|71146;2026-09-14\|304.00\|-0.22\|299.43\|306.00\|292.66\|48057	无图形/图形晶圆缺陷检测+三维形貌量测设备，明场/暗场检测设备已通过HBM先进封装工艺验证并批量销售，国产量检测设备渗透率不足5%→替代空间极大。催化：SEMI预测2026年全球晶圆设备支出1330亿美元；大基金三期支持上游量测。6/24涨超10%。
116655	消息称台积电先进制程代工将全线涨价	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|164828;2026-07-13\|154.31\|-10.81\|166.53\|177.21\|152.44\|147629;2026-07-14\|154.50\|0.12\|155.52\|158.82\|145.50\|99517;2026-07-15\|144.88\|-6.23\|157.74\|161.98\|142.42\|85328;2026-07-16\|127.75\|-11.82\|143.56\|148.79\|125.30\|130442;2026-07-17\|114.26\|-10.56\|127.47\|130.00\|113.48\|109479;2026-07-20\|108.80\|-4.78\|119.48\|123.00\|106.13\|155569;2026-07-21\|123.30\|13.33\|112.50\|124.32\|94.78\|211892;2026-07-22\|115.20\|-6.57\|120.90\|124.99\|113.48\|148480;2026-07-23\|107.29\|-6.87\|118.44\|118.58\|105.96\|109482;2026-07-24\|104.30\|-2.79\|104.50\|109.33\|102.65\|104777;2026-07-27\|109.30\|4.79\|105.00\|110.60\|100.03\|105637;2026-07-28\|102.61\|-6.12\|106.29\|113.55\|101.61\|105375;2026-07-29\|100.28\|-2.27\|102.23\|104.38\|95.08\|120535;2026-07-30\|89.81\|-10.44\|99.98\|102.99\|89.66\|111011;2026-07-31\|93.43\|4.03\|101.55\|105.59\|93.15\|122623;2026-08-03\|84.32\|-9.75\|93.10\|93.19\|83.18\|116866;2026-08-04\|91.05\|7.98\|84.89\|92.20\|83.16\|129832;2026-08-05\|105.25\|15.60\|90.80\|106.36\|90.05\|159563;2026-08-06\|109.60\|4.13\|102.76\|112.37\|101.78\|149100;2026-08-07\|116.15\|5.98\|110.62\|116.90\|107.17\|158440;2026-08-10\|119.22\|2.64\|116.80\|120.18\|113.84\|143595;2026-08-11\|114.14\|-4.26\|117.00\|119.98\|111.67\|119408;2026-08-12\|117.56\|3.00\|115.50\|120.88\|114.00\|101734;2026-08-13\|113.21\|-3.70\|119.99\|122.55\|112.99\|109874;2026-08-14\|119.12\|5.22\|116.00\|119.99\|114.00\|107436;2026-08-17\|123.94\|4.05\|119.00\|124.73\|118.27\|126659;2026-08-18\|134.20\|8.28\|125.00\|135.57\|123.01\|158980;2026-08-19\|116.50\|-13.19\|125.02\|126.90\|113.71\|142183;2026-08-20\|113.00\|-3.00\|118.00\|119.66\|110.36\|119168;2026-08-21\|113.19\|0.17\|113.52\|114.94\|109.80\|73201;2026-08-24\|110.85\|-2.07\|112.39\|113.39\|106.52\|89131;2026-08-25\|107.71\|-2.83\|106.66\|109.60\|103.00\|71511;2026-08-26\|107.19\|-0.48\|108.20\|109.76\|105.30\|56677;2026-08-27\|108.65\|1.36\|101.66\|108.65\|101.07\|150560;2026-08-28\|104.00\|-4.28\|107.10\|109.10\|103.66\|100796;2026-08-31\|103.35\|-0.62\|101.66\|103.97\|98.70\|86197;2026-09-01\|98.49\|-4.70\|103.78\|104.55\|98.34\|70403;2026-09-02\|95.50\|-3.04\|96.00\|97.10\|94.26\|58286;2026-09-03\|98.10\|2.72\|97.28\|100.00\|95.85\|68549;2026-09-04\|93.18\|-5.02\|100.00\|100.78\|92.00\|72423;2026-09-07\|97.31\|4.43\|95.18\|98.79\|93.50\|68993;2026-09-08\|95.12\|-2.25\|98.19\|98.40\|94.56\|53160;2026-09-09\|93.60\|-1.60\|97.01\|97.01\|93.01\|45538;2026-09-10\|93.00\|-0.64\|92.78\|95.10\|91.19\|40060;2026-09-11\|90.04\|-3.18\|90.90\|91.79\|86.33\|57459;2026-09-14\|90.82\|0.87\|89.00\|92.16\|87.00\|46453	高纯度单晶硅电极（Etch Part耗材）龙头，刻蚀机用硅电极直接受益于存储厂扩产（刻蚀步骤随3D NAND层数增加暴增），并布局硅片。催化：三星/SK海力士/长江存储扩产→刻蚀步骤增多→硅电极消耗量↑。6/24涨超11%。
116654	消息称台积电先进制程代工将全线涨价	半导体检测+光刻机+AR/VR检测+精密光学行业原因： 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2025年招股说明书及2025年年报，公司研发制造的精密光学器件棱镜和平片已应用于国产光刻机；公司主营精密光学器件、光学镜头和光学系统，是国家级制造业单项冠军，服务于半导体、AR/VR检测等六大应用场景。 2、据2026年6月12日机构调研，2025年公司AR/VR检测业务实现高速增长，已成为公司第三大应用领域，业务覆盖海内外主流客户群体。 3、据2026年4月11日公告，2026年第一季度公司新增订单约3亿元，同比增长约138%，其中约75%来自半导体客户；据2025年年报，2025年公司半导体领域收入较去年同期增长71.47%。	公司为光刻机光学系统提供用于匀光、中继照明模块的光学器件、投影物镜	2026-05-11\|539.82\|-0.01\|540.20\|569.98\|523.50\|26787;2026-05-12\|561.00\|3.92\|539.80\|568.00\|534.01\|24344;2026-05-13\|581.00\|3.57\|541.00\|588.66\|541.00\|21040;2026-05-14\|551.04\|-5.16\|570.55\|579.40\|545.00\|22039;2026-05-15\|558.01\|1.26\|555.90\|570.00\|528.88\|20540;2026-05-18\|539.75\|-3.27\|541.05\|555.80\|533.01\|16283;2026-05-19\|538.00\|-0.32\|535.27\|540.94\|509.01\|18598;2026-05-20\|585.11\|8.76\|538.00\|597.99\|530.00\|26053;2026-05-21\|523.68\|-10.50\|593.52\|606.30\|523.61\|25409;2026-05-22\|537.00\|2.54\|525.00\|551.19\|511.00\|20375;2026-05-25\|522.00\|-2.79\|530.40\|550.08\|500.04\|27855;2026-05-26\|499.06\|-4.39\|529.47\|529.47\|487.50\|21953;2026-05-27\|473.16\|-5.19\|507.75\|508.44\|464.99\|21571;2026-05-28\|483.50\|2.19\|475.00\|495.00\|466.64\|15264;2026-05-29\|452.00\|-6.51\|480.13\|485.86\|450.00\|17733;2026-06-01\|432.99\|-4.21\|445.00\|453.00\|430.02\|16542;2026-06-02\|436.05\|0.71\|433.09\|437.94\|418.01\|12576;2026-06-03\|445.88\|2.25\|438.00\|463.00\|436.11\|18759;2026-06-04\|462.20\|3.66\|430.25\|468.68\|430.25\|18086;2026-06-05\|453.90\|-1.80\|455.00\|485.00\|438.10\|20896;2026-06-08\|428.50\|-5.60\|420.00\|452.10\|420.00\|15810;2026-06-09\|452.70\|5.65\|447.00\|458.68\|442.00\|17885;2026-06-10\|438.20\|-3.20\|443.01\|455.50\|431.16\|11338;2026-06-11\|438.00\|-0.05\|440.00\|464.68\|432.00\|20220;2026-06-12\|465.00\|6.16\|458.00\|475.87\|449.00\|28773;2026-06-15\|500.58\|7.65\|450.00\|509.99\|435.01\|38130;2026-06-16\|489.99\|-2.12\|492.00\|496.55\|476.00\|23509;2026-06-17\|518.94\|5.91\|476.55\|529.48\|476.55\|27596;2026-06-18\|520.10\|0.22\|509.60\|529.99\|503.01\|20989;2026-06-22\|499.00\|-4.01\|533.00\|533.90\|488.80\|19268;2026-06-23\|501.17\|0.43\|497.79\|508.88\|475.00\|19450;2026-06-24\|570.00\|13.73\|503.69\|598.72\|494.94\|33389;2026-06-25\|581.24\|1.97\|570.02\|598.00\|561.00\|27001;2026-06-26\|601.88\|3.55\|573.00\|633.00\|558.18\|29584;2026-06-29\|578.00\|-3.97\|600.00\|615.55\|540.66\|28653;2026-06-30\|693.60\|20.00\|567.10\|693.60\|567.00\|32374;2026-07-01\|670.00\|-3.40\|693.00\|709.49\|635.00\|27652;2026-07-02\|611.02\|-8.80\|630.00\|658.00\|598.00\|21806;2026-07-03\|572.28\|-6.34\|599.00\|618.00\|572.22\|19718;2026-07-06\|558.10\|-2.48\|576.84\|580.00\|535.00\|19539;2026-07-07\|533.80\|-4.35\|550.00\|562.80\|531.10\|12787;2026-07-08\|533.00\|-0.15\|533.70\|559.81\|521.50\|15385;2026-07-09\|600.21\|12.61\|545.34\|605.20\|545.34\|21574;2026-07-10\|611.93\|1.95\|605.11\|698.27\|605.11\|33791;2026-07-13\|598.54\|-2.19\|608.00\|650.71\|591.18\|26663;2026-07-14\|589.02\|-1.59\|605.00\|632.44\|563.90\|27882;2026-07-15\|540.85\|-8.18\|598.63\|609.00\|533.71\|22892;2026-07-16\|534.96\|-1.09\|521.52\|560.39\|506.70\|21509;2026-07-17\|454.90\|-14.97\|532.95\|534.00\|451.21\|23354;2026-07-20\|363.92\|-20.00\|469.97\|469.97\|363.92\|31299;2026-07-21\|417.60\|14.75\|369.40\|417.99\|327.96\|32103;2026-07-22\|386.49\|-7.45\|400.00\|419.99\|380.49\|21651;2026-07-23\|365.99\|-5.30\|389.09\|392.44\|362.12\|13856;2026-07-24\|358.00\|-2.18\|356.72\|373.00\|353.73\|12036;2026-07-27\|381.78\|6.64\|352.11\|382.00\|346.95\|14398;2026-07-28\|392.00\|2.68\|430.00\|458.00\|389.61\|46683;2026-07-29\|344.70\|-12.07\|378.81\|383.89\|315.01\|39087;2026-07-30\|303.00\|-12.10\|331.00\|336.00\|303.00\|24614;2026-07-31\|317.50\|4.79\|332.40\|344.66\|317.00\|21767;2026-08-03\|300.41\|-5.38\|310.08\|319.99\|297.39\|15292;2026-08-04\|326.48\|8.68\|301.00\|329.79\|301.00\|14241;2026-08-05\|372.99\|14.25\|323.08\|380.00\|323.08\|24510;2026-08-06\|379.02\|1.62\|368.16\|388.67\|357.78\|20547;2026-08-07\|397.50\|4.88\|388.00\|398.78\|377.00\|19462;2026-08-10\|393.68\|-0.96\|402.00\|405.00\|383.50\|15746;2026-08-11\|385.30\|-2.13\|389.87\|399.20\|375.51\|12898;2026-08-12\|408.00\|5.89\|389.89\|413.79\|385.00\|18878;2026-08-13\|417.80\|2.40\|417.87\|439.45\|412.00\|25833;2026-08-14\|435.38\|4.21\|419.05\|443.26\|401.11\|23985;2026-08-17\|454.50\|4.39\|434.48\|458.88\|430.18\|21305;2026-08-18\|472.00\|3.85\|450.41\|499.66\|446.00\|25393;2026-08-19\|459.99\|-2.54\|450.02\|483.56\|444.00\|29303;2026-08-20\|455.00\|-1.08\|455.70\|468.00\|451.00\|15997;2026-08-21\|447.86\|-1.57\|450.00\|461.60\|438.55\|12423;2026-08-24\|436.60\|-2.51\|440.00\|460.55\|420.27\|18082;2026-08-25\|427.12\|-2.17\|422.00\|434.76\|403.28\|17652;2026-08-26\|424.52\|-0.61\|435.66\|438.50\|416.06\|18098;2026-08-27\|453.84\|6.91\|430.00\|459.93\|425.01\|17749;2026-08-28\|441.01\|-2.83\|450.00\|457.00\|439.02\|15372;2026-08-31\|444.88\|0.88\|420.00\|446.99\|420.00\|11745;2026-09-01\|424.01\|-4.69\|446.82\|449.49\|421.72\|12851;2026-09-02\|423.00\|-0.24\|422.15\|437.87\|415.50\|11751;2026-09-03\|423.00\|0.00\|429.00\|432.97\|415.00\|11478;2026-09-04\|406.50\|-3.90\|426.34\|435.99\|402.01\|13402;2026-09-07\|432.45\|6.38\|410.00\|434.85\|406.50\|15900;2026-09-08\|418.50\|-3.23\|430.30\|436.00\|413.36\|17371;2026-09-09\|414.10\|-1.05\|418.56\|435.00\|411.25\|11733;2026-09-10\|406.76\|-1.77\|410.00\|419.74\|405.96\|8884;2026-09-11\|395.35\|-2.81\|395.82\|399.98\|374.98\|15671;2026-09-14\|395.78\|0.11\|380.01\|397.97\|379.24\|9869	半导体级精密光学元件（透镜组/棱镜/干涉仪组件），用于光刻机照明系统、晶圆检测量测设备，间接受益设备厂扩产。催化：半导体设备板块爆发→精密光学零部件需求；光刻机/量测设备国产替代叙事强化。6/24涨超13%。
116653	消息称台积电先进制程代工将全线涨价	硅光芯片+12英寸产线+北京国资行业原因：据财联社，台积电计划于2026年下半年再度上调3纳米制程晶圆代工报价，涨幅最高可达15%，2027年可能进一步上涨5%至10%。这一轮涨价并非单一客户拉货所致，而是AI时代先进制程供需结构发生根本性转变的集中体现。公司原因： 1、据2026年5月7日互动易，公司建成国内领先的8英寸SiN硅光平台量产线，月产能达3000片，累计产出1.48万片，并成功发布PDK。 2、据2026年4月29日年报及2026年5月7日互动易，公司主营产品与方案和制造与服务业务，规划月产能5万片的北电集成12英寸线主厂房提前封顶并完成首台设备搬入，预计年底通线；燕东科技12英寸线一阶段已量产，月产能突破2万片。 3、据2026年4月29日年报，公司控股股东为北京电子控股有限责任公司，最终控制人为北京市人民政府国有资产监督管理委员会。	国内知名的集成电路及分立器件制造和系统方案提供商，6 英寸 SiC 生产线已具备量产条件	2026-05-11\|48.30\|2.27\|47.88\|49.90\|46.24\|222747;2026-05-12\|49.36\|2.19\|48.00\|49.45\|47.05\|210632;2026-05-13\|48.79\|-1.15\|47.50\|50.05\|46.99\|253483;2026-05-14\|53.82\|10.31\|49.97\|55.18\|49.78\|341983;2026-05-15\|51.40\|-4.50\|55.00\|55.88\|50.39\|344409;2026-05-18\|51.83\|0.84\|50.90\|55.20\|48.88\|283107;2026-05-19\|53.33\|2.89\|51.00\|54.70\|48.22\|299251;2026-05-20\|58.88\|10.41\|53.31\|59.59\|52.50\|311160;2026-05-21\|52.00\|-11.68\|57.70\|59.30\|52.00\|301108;2026-05-22\|54.49\|4.79\|52.62\|56.35\|51.01\|207812;2026-05-25\|60.74\|11.47\|54.30\|62.80\|52.80\|295735;2026-05-26\|63.78\|5.00\|60.53\|66.66\|58.00\|285510;2026-05-27\|65.15\|2.15\|61.50\|69.99\|61.50\|298836;2026-05-28\|78.18\|20.00\|64.35\|78.18\|63.60\|357975;2026-05-29\|72.27\|-7.56\|79.06\|79.57\|71.28\|352560;2026-06-01\|63.68\|-11.89\|71.95\|72.63\|63.12\|362529;2026-06-02\|64.66\|1.54\|64.59\|67.35\|62.99\|254305;2026-06-03\|66.23\|2.43\|64.75\|67.95\|62.70\|258612;2026-06-04\|70.72\|6.78\|65.01\|72.60\|63.30\|234688;2026-06-05\|68.49\|-3.15\|68.55\|72.74\|67.76\|188804;2026-06-08\|61.19\|-10.66\|64.30\|66.99\|60.52\|302042;2026-06-09\|64.49\|5.39\|62.05\|65.15\|61.08\|217832;2026-06-10\|61.89\|-4.03\|62.70\|64.74\|60.52\|176201;2026-06-11\|63.23\|2.17\|61.19\|63.87\|59.00\|200859;2026-06-12\|64.89\|2.63\|66.39\|68.38\|62.60\|277722;2026-06-15\|68.01\|4.81\|65.00\|69.50\|62.66\|246438;2026-06-16\|65.00\|-4.43\|68.50\|69.14\|62.60\|267492;2026-06-17\|66.66\|2.55\|63.56\|68.90\|62.62\|280781;2026-06-18\|75.01\|12.53\|67.77\|77.18\|66.33\|401639;2026-06-22\|72.51\|-3.33\|75.01\|75.46\|69.20\|316696;2026-06-23\|73.89\|1.90\|73.00\|78.73\|71.52\|287258;2026-06-24\|84.26\|14.03\|73.28\|86.20\|72.50\|360102;2026-06-25\|83.99\|-0.32\|81.60\|85.19\|80.20\|284216;2026-06-26\|80.00\|-4.75\|81.81\|83.98\|75.00\|283558;2026-06-29\|85.97\|7.46\|79.50\|86.08\|76.20\|310043;2026-06-30\|83.66\|-2.69\|85.65\|90.00\|83.00\|273294;2026-07-01\|80.00\|-4.37\|85.65\|88.80\|78.95\|261263;2026-07-02\|72.00\|-10.00\|77.74\|80.97\|71.40\|309081;2026-07-03\|70.60\|-1.94\|71.99\|75.28\|69.76\|194741;2026-07-06\|76.40\|8.22\|72.00\|78.50\|69.01\|296329;2026-07-07\|77.85\|1.90\|74.88\|80.98\|74.20\|208873;2026-07-08\|79.62\|2.27\|78.58\|82.99\|73.00\|241203;2026-07-09\|88.30\|10.90\|79.62\|88.30\|78.23\|294060;2026-07-10\|78.32\|-11.30\|87.59\|89.50\|77.90\|302813;2026-07-13\|71.46\|-8.76\|77.50\|80.79\|71.30\|247661;2026-07-14\|69.99\|-2.06\|71.57\|73.00\|64.00\|310716;2026-07-15\|65.29\|-6.72\|72.23\|73.50\|64.60\|178001;2026-07-16\|63.63\|-2.54\|64.02\|69.58\|62.62\|199998;2026-07-17\|60.10\|-5.55\|63.63\|66.80\|59.80\|358901;2026-07-20\|54.10\|-9.98\|61.80\|62.00\|50.58\|304905;2026-07-21\|63.20\|16.82\|55.18\|63.21\|49.97\|338233;2026-07-22\|63.63\|0.68\|61.54\|66.85\|61.54\|271216;2026-07-23\|56.92\|-10.55\|64.51\|64.60\|56.40\|242018;2026-07-24\|56.33\|-1.04\|56.50\|58.80\|55.38\|164488;2026-07-27\|58.75\|4.30\|55.86\|59.18\|54.00\|160787;2026-07-28\|55.60\|-5.36\|58.44\|60.71\|55.00\|191309;2026-07-29\|52.65\|-5.31\|56.00\|56.85\|49.10\|247941;2026-07-30\|47.94\|-8.95\|52.31\|52.62\|45.77\|185349;2026-07-31\|50.07\|4.44\|52.27\|55.30\|49.86\|167658;2026-08-03\|45.87\|-8.39\|49.20\|50.41\|45.48\|222050;2026-08-04\|49.72\|8.39\|46.57\|50.70\|45.30\|179325;2026-08-05\|52.80\|6.19\|49.49\|54.79\|49.49\|198965;2026-08-06\|53.98\|2.23\|51.77\|54.65\|51.42\|162735;2026-08-07\|56.50\|4.67\|53.54\|56.88\|53.00\|152712;2026-08-10\|56.45\|-0.09\|56.55\|56.90\|54.00\|155262;2026-08-11\|55.50\|-1.68\|55.58\|57.00\|54.20\|89708;2026-08-12\|56.17\|1.21\|55.55\|56.93\|54.87\|93471;2026-08-13\|56.20\|0.05\|57.00\|59.60\|56.18\|145657;2026-08-14\|55.62\|-1.03\|57.31\|57.89\|54.30\|123108;2026-08-17\|59.06\|6.18\|55.80\|59.89\|55.00\|162620;2026-08-18\|58.96\|-0.17\|58.71\|59.71\|56.65\|128396;2026-08-19\|53.57\|-9.14\|57.06\|58.55\|53.23\|141390;2026-08-20\|55.55\|3.70\|54.50\|57.07\|53.82\|134876;2026-08-21\|55.65\|0.18\|55.55\|56.34\|54.45\|87483;2026-08-24\|53.25\|-4.31\|55.33\|55.83\|51.41\|156018;2026-08-25\|52.03\|-2.29\|53.00\|53.30\|49.28\|116055;2026-08-26\|53.53\|2.88\|52.31\|54.75\|51.41\|98984;2026-08-27\|55.18\|3.08\|54.50\|55.55\|52.81\|103700;2026-08-28\|53.75\|-2.59\|54.70\|55.80\|53.60\|99286;2026-08-31\|49.52\|-7.87\|51.72\|52.00\|47.18\|361866;2026-09-01\|48.13\|-2.81\|49.53\|51.18\|47.50\|180105;2026-09-02\|46.71\|-2.95\|47.56\|47.90\|46.01\|160062;2026-09-03\|46.28\|-0.92\|47.24\|47.50\|45.54\|132611;2026-09-04\|44.09\|-4.73\|46.57\|47.30\|43.68\|177658;2026-09-07\|45.11\|2.31\|44.97\|45.60\|44.36\|147756;2026-09-08\|45.18\|0.16\|45.16\|46.05\|44.33\|104968;2026-09-09\|44.57\|-1.35\|45.48\|46.29\|44.33\|92789;2026-09-10\|44.10\|-1.05\|44.33\|44.98\|43.60\|102664;2026-09-11\|42.90\|-2.72\|43.50\|43.50\|41.33\|151536;2026-09-14\|42.13\|-1.79\|42.00\|42.22\|41.07\|126440	北京电控旗下8吋/12吋特色工艺Foundry（BCD/射频/SiC功率）+特种IC设计，承担部分国产功率/射频代工。催化：存储板块情绪外溢至"北京电控系"半导体标的；功率半导体复苏预期；国企改革/资产整合预期。6/24涨超10%。
116652	消息称台积电先进制程代工将全线涨价	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-05-11\|112.88\|8.96\|104.03\|115.89\|103.66\|242042;2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570;2026-07-13\|141.06\|-3.10\|148.48\|149.99\|140.00\|134918;2026-07-14\|140.00\|-0.75\|141.71\|144.68\|132.01\|121001;2026-07-15\|132.54\|-5.33\|142.01\|142.85\|130.58\|97930;2026-07-16\|121.11\|-8.62\|127.23\|132.82\|120.03\|141968;2026-07-17\|106.06\|-12.43\|119.09\|121.66\|104.77\|139710;2026-07-20\|92.35\|-12.93\|110.00\|111.40\|89.24\|162227;2026-07-21\|107.17\|16.05\|94.21\|108.17\|84.70\|202673;2026-07-22\|100.90\|-5.85\|104.99\|108.98\|100.00\|149297;2026-07-23\|95.15\|-5.70\|101.95\|102.84\|94.10\|134789;2026-07-24\|94.60\|-0.58\|93.44\|96.12\|91.30\|140075;2026-07-27\|100.10\|5.81\|94.60\|101.00\|89.59\|136708;2026-07-28\|93.01\|-7.08\|100.00\|104.28\|92.60\|139088;2026-07-29\|88.08\|-5.30\|92.59\|94.10\|83.31\|155067;2026-07-30\|78.84\|-10.49\|86.75\|87.68\|78.02\|142202;2026-07-31\|84.60\|7.31\|86.00\|90.80\|84.00\|163591;2026-08-03\|77.45\|-8.45\|84.60\|84.88\|76.50\|131905;2026-08-04\|85.55\|10.46\|78.00\|87.06\|76.93\|155345;2026-08-05\|93.73\|9.56\|86.00\|95.53\|85.80\|152054;2026-08-06\|95.57\|1.96\|91.50\|98.50\|90.10\|136821;2026-08-07\|100.94\|5.62\|95.84\|101.98\|93.10\|125520;2026-08-10\|105.02\|4.04\|101.01\|106.98\|101.01\|152824;2026-08-11\|103.50\|-1.45\|102.72\|107.33\|100.50\|109746;2026-08-12\|106.21\|2.62\|104.22\|109.50\|103.23\|121840;2026-08-13\|102.97\|-3.05\|107.65\|108.78\|102.94\|101578;2026-08-14\|105.33\|2.29\|104.05\|106.86\|103.47\|75964;2026-08-17\|109.09\|3.57\|105.99\|111.20\|103.27\|97635;2026-08-18\|113.58\|4.12\|109.12\|115.49\|109.12\|148163;2026-08-19\|103.83\|-8.58\|109.14\|111.31\|102.42\|140048;2026-08-20\|99.80\|-3.88\|104.01\|105.00\|98.61\|156183;2026-08-21\|98.27\|-1.53\|99.91\|101.80\|95.64\|107780;2026-08-24\|102.90\|4.71\|103.61\|106.00\|97.76\|180935;2026-08-25\|99.34\|-3.46\|100.48\|101.56\|94.24\|119853;2026-08-26\|98.99\|-0.35\|99.67\|100.59\|96.52\|80766;2026-08-27\|103.04\|4.09\|99.13\|103.55\|97.21\|93158;2026-08-28\|98.45\|-4.45\|102.50\|103.74\|98.28\|83048;2026-08-31\|99.85\|1.42\|96.09\|100.10\|95.20\|74051;2026-09-01\|94.66\|-5.20\|99.20\|100.30\|94.54\|75132;2026-09-02\|92.98\|-1.77\|92.80\|94.18\|91.32\|61797;2026-09-03\|91.98\|-1.08\|93.53\|94.66\|90.07\|62122;2026-09-04\|86.92\|-5.50\|92.62\|94.26\|86.25\|81905;2026-09-07\|90.09\|3.65\|88.30\|91.06\|86.60\|86667;2026-09-08\|89.56\|-0.59\|89.89\|91.90\|88.28\|66399;2026-09-09\|88.74\|-0.92\|90.51\|91.88\|88.11\|47614;2026-09-10\|88.65\|-0.10\|88.25\|89.50\|87.10\|40612;2026-09-11\|85.79\|-3.23\|88.44\|88.45\|82.91\|52946;2026-09-14\|85.99\|0.23\|84.52\|86.98\|83.29\|45169	半导体设备先进陶瓷部件龙头（静电卡盘/陶瓷加热器）。国内唯一实现氮化铝(AlN)陶瓷加热器批量供货企业，12英寸静电卡盘已完成验证并小规模量产，打破京瓷/NTK垄断。7.5亿可转债募投产能扩建，达产后新增ESC 2500只/年。客户含北方华创、中微、上海微电子。2026-06-04大涨+10.42%，06-24随板块续涨。
116651	消息称台积电先进制程代工将全线涨价	中报预增+存储芯片+LED涨价行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月26日公告，公司预计2026年上半年归母净利润为9000万元至1.1亿元，同比增长351.63%至407.54%，业绩增长主要得益于技术创新、产品迭代、管理提升和营销策略的有效实施。 2、据2026年5月8日机构调研，公司拥有非易失性存储器芯片技术及产品，部分产品已量产。 3、据2026年5月8日机构调研，由于原材料涨价，公司相关产品相应涨价，确认了LED驱动产品价格上调。	国内电源芯片龙头，micro LED驱动芯片公司已量产	2026-05-11\|53.24\|-1.04\|53.82\|54.16\|52.18\|265639;2026-05-12\|52.81\|-0.81\|53.24\|54.44\|51.80\|172552;2026-05-13\|52.46\|-0.66\|51.39\|52.77\|50.57\|168593;2026-05-14\|53.14\|1.30\|52.46\|54.82\|51.58\|226502;2026-05-15\|50.66\|-4.67\|52.90\|52.91\|49.94\|176039;2026-05-18\|51.69\|2.03\|49.03\|51.99\|48.50\|131347;2026-05-19\|51.09\|-1.16\|50.76\|51.35\|50.00\|104978;2026-05-20\|53.50\|4.72\|50.58\|54.00\|49.80\|192724;2026-05-21\|49.70\|-7.10\|53.50\|54.40\|49.01\|209883;2026-05-22\|50.12\|0.85\|49.70\|50.47\|48.07\|145050;2026-05-25\|52.74\|5.23\|49.91\|53.00\|49.12\|193497;2026-05-26\|49.58\|-5.99\|52.00\|52.50\|47.90\|169224;2026-05-27\|49.00\|-1.17\|49.60\|51.63\|48.78\|123255;2026-05-28\|49.72\|1.47\|48.01\|50.15\|47.05\|123139;2026-05-29\|44.95\|-9.59\|50.05\|50.21\|44.48\|167596;2026-06-01\|44.90\|-0.11\|44.83\|46.40\|44.40\|78419;2026-06-02\|43.87\|-2.29\|44.63\|45.20\|42.64\|86402;2026-06-03\|44.28\|0.93\|43.87\|45.35\|43.55\|79784;2026-06-04\|44.28\|0.00\|43.77\|45.15\|43.01\|71692;2026-06-05\|43.07\|-2.73\|43.49\|44.44\|42.14\|78826;2026-06-08\|40.83\|-5.20\|41.00\|42.67\|39.92\|80125;2026-06-09\|46.20\|13.15\|41.58\|46.50\|40.96\|149321;2026-06-10\|49.90\|8.01\|45.64\|51.99\|45.50\|250488;2026-06-11\|49.13\|-1.54\|49.02\|50.93\|48.58\|113426;2026-06-12\|49.02\|-0.22\|50.05\|50.69\|48.39\|120365;2026-06-15\|52.85\|7.81\|49.55\|53.77\|48.55\|190357;2026-06-16\|53.20\|0.66\|52.79\|53.75\|51.90\|158671;2026-06-17\|54.45\|2.35\|52.28\|54.58\|52.28\|151653;2026-06-18\|60.47\|11.06\|54.00\|62.05\|53.91\|320181;2026-06-22\|66.88\|10.60\|62.00\|67.76\|60.36\|310457;2026-06-23\|63.43\|-5.16\|64.00\|65.88\|62.10\|191790;2026-06-24\|73.25\|15.48\|65.80\|74.06\|65.71\|348521;2026-06-25\|71.60\|-2.25\|71.50\|75.36\|71.13\|267195;2026-06-26\|71.06\|-0.75\|72.00\|74.48\|69.99\|206958;2026-06-29\|71.80\|1.04\|75.00\|76.06\|65.11\|335567;2026-06-30\|86.16\|20.00\|70.20\|86.16\|70.00\|414462;2026-07-01\|91.74\|6.48\|88.38\|97.59\|88.28\|402357;2026-07-02\|92.24\|0.55\|90.37\|97.97\|85.40\|370854;2026-07-03\|94.35\|2.29\|94.08\|102.32\|93.97\|344309;2026-07-06\|102.32\|8.45\|94.39\|105.58\|90.66\|342766;2026-07-07\|97.15\|-5.05\|97.68\|102.97\|94.18\|252683;2026-07-08\|93.01\|-4.26\|98.79\|101.35\|87.44\|236742;2026-07-09\|96.80\|4.07\|94.74\|97.08\|90.00\|226568;2026-07-10\|88.00\|-9.09\|95.11\|97.23\|88.00\|252822;2026-07-13\|81.88\|-6.95\|87.21\|88.74\|81.16\|187845;2026-07-14\|86.01\|5.04\|83.40\|87.20\|81.00\|167776;2026-07-15\|80.20\|-6.75\|87.10\|88.79\|79.86\|160575;2026-07-16\|74.14\|-7.56\|79.48\|80.66\|73.40\|151822;2026-07-17\|66.74\|-9.98\|74.30\|74.68\|66.00\|178236;2026-07-20\|61.14\|-8.39\|69.65\|71.09\|58.50\|221037;2026-07-21\|68.73\|12.41\|63.94\|68.99\|54.20\|276036;2026-07-22\|72.13\|4.95\|69.82\|77.45\|68.63\|271173;2026-07-23\|68.70\|-4.76\|72.15\|74.00\|68.00\|174383;2026-07-24\|67.64\|-1.54\|66.69\|71.14\|66.20\|149124;2026-07-27\|68.98\|1.98\|66.95\|69.42\|64.00\|153714;2026-07-28\|63.57\|-7.84\|67.14\|68.98\|63.00\|127063;2026-07-29\|61.60\|-3.10\|63.40\|64.63\|58.18\|171070;2026-07-30\|53.86\|-12.56\|59.97\|60.80\|53.03\|175592;2026-07-31\|54.32\|0.85\|60.18\|61.90\|54.08\|210786;2026-08-03\|50.06\|-7.84\|53.34\|54.87\|49.62\|183902;2026-08-04\|54.79\|9.45\|50.34\|56.17\|49.65\|186815;2026-08-05\|58.97\|7.63\|54.80\|60.05\|54.46\|194624;2026-08-06\|61.16\|3.71\|57.98\|61.97\|57.10\|176794;2026-08-07\|63.92\|4.51\|60.75\|64.80\|60.00\|162371;2026-08-10\|62.82\|-1.72\|63.84\|65.00\|61.26\|119385;2026-08-11\|62.22\|-0.96\|62.74\|63.88\|61.16\|111789;2026-08-12\|63.92\|2.73\|62.63\|65.53\|62.30\|135540;2026-08-13\|62.50\|-2.22\|65.56\|66.10\|62.35\|141790;2026-08-14\|64.19\|2.70\|64.37\|64.40\|61.82\|107514;2026-08-17\|65.79\|2.49\|64.52\|66.11\|63.99\|139212;2026-08-18\|64.38\|-2.14\|65.88\|66.60\|62.94\|123656;2026-08-19\|57.86\|-10.13\|61.76\|62.74\|57.29\|152350;2026-08-20\|60.08\|3.84\|58.36\|63.56\|57.62\|165995;2026-08-21\|59.47\|-1.02\|59.74\|61.70\|57.80\|123952;2026-08-24\|56.11\|-5.65\|59.19\|59.47\|54.52\|123002;2026-08-25\|55.00\|-1.98\|55.46\|55.95\|53.08\|109659;2026-08-26\|53.93\|-1.95\|55.38\|55.60\|53.10\|111066;2026-08-27\|57.02\|5.73\|54.83\|57.60\|54.00\|142313;2026-08-28\|55.71\|-2.30\|57.03\|58.36\|55.65\|117754;2026-08-31\|57.10\|2.50\|54.75\|57.22\|54.36\|94909;2026-09-01\|54.80\|-4.03\|57.32\|57.38\|54.50\|96651;2026-09-02\|53.47\|-2.43\|53.53\|54.23\|52.90\|80171;2026-09-03\|53.78\|0.58\|54.20\|54.70\|52.85\|68938;2026-09-04\|51.52\|-4.20\|54.06\|55.01\|51.10\|102227;2026-09-07\|52.70\|2.29\|52.02\|53.34\|51.80\|88716;2026-09-08\|52.25\|-0.85\|52.73\|53.79\|51.61\|78647;2026-09-09\|51.85\|-0.77\|52.52\|53.65\|51.57\|76530;2026-09-10\|51.33\|-1.00\|51.42\|52.19\|51.09\|53294;2026-09-11\|50.20\|-2.20\|50.36\|50.70\|48.46\|83934;2026-09-14\|50.45\|0.50\|49.63\|50.90\|48.73\|61756	模拟/电源管理芯片+快充PD3.1+小容量存储芯片+Q1扭亏。2026Q1营收同比+59.41%，归母净利润2052万元实现扭亏。Mini LED驱动IC、快充协议芯片具涨价传导能力。SPI NAND Flash全系列量产沾边存储涨价周期。小市值（约160亿）超跌游资票。2026-06-22大涨+10.78%，06-24随存储芯片板块再度冲高。
116650	消息称台积电先进制程代工将全线涨价	涨停揭秘：航空工业集团存储芯片核心供应商，长鑫存储过会强化国产替代逻辑；涨停缘由：公司军用存储控制芯片已批量列装航空工业集团装备体系，长鑫存储过会标志国产存储产业化加速，军工领域对自主可控要求更高，公司有望优先受益于军用存储芯片国产替代进程；资金逻辑：军工电子与国产芯片双主线资金共振，6月9日游资席位合计买入超1.2亿元，龙虎榜显示三家一线游资联手介入；风险提示：公司2025年军品业务占比超85%，民用市场拓展缓慢；野战光通信装备订单受国防预算执行节奏影响较大	1、公司有军用存储控制芯片，已成为航空工业集团存储控制芯片供应商，具备本土化研发、快速响应及定制化服务优势； 2、公司主要军事训练装备品类和特种军事装备，主要产品包括野战光缆、光端机等野战光通信装备，以及信标机、手持终端等搜索器系列装备	2026-05-11\|133.88\|-1.77\|137.88\|140.73\|133.44\|21702;2026-05-12\|131.95\|-1.44\|133.18\|134.79\|129.79\|14223;2026-05-13\|130.05\|-1.44\|131.96\|132.56\|128.01\|13806;2026-05-14\|130.00\|-0.04\|130.33\|133.00\|126.28\|16162;2026-05-15\|130.48\|0.37\|128.97\|132.99\|127.12\|14295;2026-05-18\|126.50\|-3.05\|130.04\|130.90\|125.00\|16643;2026-05-19\|127.63\|0.89\|125.99\|127.89\|125.02\|10586;2026-05-20\|128.78\|0.90\|126.65\|131.18\|126.63\|12285;2026-05-21\|122.30\|-5.03\|128.60\|130.00\|122.00\|17028;2026-05-22\|124.05\|1.43\|122.31\|124.92\|120.63\|8051;2026-05-25\|124.39\|0.27\|125.00\|126.18\|122.10\|9844;2026-05-26\|118.42\|-4.80\|124.00\|124.29\|116.70\|13358;2026-05-27\|115.50\|-2.47\|118.42\|120.63\|114.20\|10731;2026-05-28\|114.21\|-1.12\|115.00\|116.48\|112.51\|7133;2026-05-29\|108.36\|-5.06\|114.74\|116.34\|107.93\|10911;2026-06-01\|108.00\|-0.33\|108.00\|109.99\|105.45\|7549;2026-06-02\|104.24\|-3.48\|108.01\|108.97\|104.17\|7842;2026-06-03\|107.44\|3.07\|104.24\|108.85\|104.24\|10081;2026-06-04\|103.20\|-3.95\|107.00\|107.00\|103.00\|9022;2026-06-05\|101.72\|-1.43\|102.62\|103.80\|100.37\|6192;2026-06-08\|97.10\|-4.54\|97.50\|100.80\|95.80\|7801;2026-06-09\|107.81\|11.03\|100.66\|109.90\|98.40\|15985;2026-06-10\|108.28\|0.44\|107.00\|111.08\|105.00\|12539;2026-06-11\|123.10\|13.69\|115.00\|129.39\|113.40\|31609;2026-06-12\|113.83\|-7.53\|119.10\|122.00\|111.00\|24345;2026-06-15\|111.62\|-1.94\|109.96\|113.00\|108.08\|13717;2026-06-16\|109.18\|-2.19\|111.46\|111.61\|107.42\|12808;2026-06-17\|105.50\|-3.37\|108.43\|108.53\|105.15\|11475;2026-06-18\|104.24\|-1.19\|104.61\|106.50\|102.80\|8389;2026-06-22\|104.10\|-0.13\|104.12\|105.81\|102.00\|8880;2026-06-23\|108.10\|3.84\|104.20\|110.88\|103.68\|13813;2026-06-24\|125.50\|16.10\|107.00\|128.09\|106.68\|38783;2026-06-25\|126.00\|0.40\|122.76\|130.82\|121.02\|34659;2026-06-26\|120.35\|-4.48\|125.29\|128.00\|116.00\|27363;2026-06-29\|120.70\|0.29\|122.65\|123.71\|116.81\|19966;2026-06-30\|132.35\|9.65\|120.81\|138.74\|120.70\|40550;2026-07-01\|145.56\|9.98\|132.03\|147.80\|129.60\|42305;2026-07-02\|137.90\|-5.26\|140.02\|146.29\|137.90\|25117;2026-07-03\|130.68\|-5.24\|137.75\|140.30\|130.00\|24286;2026-07-06\|129.60\|-0.83\|132.49\|138.08\|128.87\|21244;2026-07-07\|126.72\|-2.22\|129.61\|130.34\|122.18\|19298;2026-07-08\|128.95\|1.76\|125.09\|133.53\|125.09\|18486;2026-07-09\|130.19\|0.96\|128.58\|131.30\|127.50\|16657;2026-07-10\|124.80\|-4.14\|130.00\|132.87\|124.65\|22149;2026-07-13\|114.25\|-8.45\|123.46\|125.02\|113.65\|19678;2026-07-14\|109.64\|-4.04\|115.36\|115.67\|107.10\|19757;2026-07-15\|106.71\|-2.67\|109.55\|109.59\|105.15\|11558;2026-07-16\|105.63\|-1.01\|105.54\|109.38\|104.56\|13711;2026-07-17\|97.83\|-7.38\|105.00\|106.00\|96.88\|18236;2026-07-20\|92.72\|-5.22\|100.00\|100.00\|90.38\|18470;2026-07-21\|95.38\|2.87\|92.73\|95.49\|87.71\|16547;2026-07-22\|90.71\|-4.90\|94.03\|95.28\|90.49\|14049;2026-07-23\|96.40\|6.27\|91.80\|97.55\|90.00\|21057;2026-07-24\|93.10\|-3.42\|94.67\|98.76\|93.10\|13063;2026-07-27\|96.00\|3.11\|92.00\|96.18\|90.51\|12896;2026-07-28\|93.41\|-2.70\|95.00\|98.54\|92.87\|14765;2026-07-29\|93.50\|0.10\|93.51\|95.02\|90.20\|12977;2026-07-30\|88.02\|-5.86\|93.49\|93.98\|87.61\|16580;2026-07-31\|92.61\|5.21\|90.09\|95.17\|90.00\|16480;2026-08-03\|93.48\|0.94\|92.23\|93.80\|91.50\|8554;2026-08-04\|98.50\|5.37\|93.48\|99.40\|92.74\|16369;2026-08-05\|100.80\|2.33\|98.49\|102.88\|97.29\|14486;2026-08-06\|104.00\|3.17\|100.12\|105.90\|99.38\|12521;2026-08-07\|104.19\|0.18\|104.40\|105.99\|101.30\|9399;2026-08-10\|106.60\|2.31\|104.20\|109.20\|104.00\|11562;2026-08-11\|107.26\|0.62\|106.08\|110.80\|105.60\|16536;2026-08-12\|108.41\|1.07\|108.11\|110.36\|107.44\|9397;2026-08-13\|106.63\|-1.64\|108.54\|110.19\|105.04\|13272;2026-08-14\|107.26\|0.59\|106.77\|108.21\|105.20\|7525;2026-08-17\|109.38\|1.98\|107.01\|110.98\|106.01\|9399;2026-08-18\|108.98\|-0.37\|109.38\|110.00\|106.06\|10502;2026-08-19\|104.50\|-4.11\|107.95\|108.80\|104.00\|13792;2026-08-20\|105.71\|1.16\|104.51\|107.46\|104.31\|7974;2026-08-21\|104.20\|-1.43\|105.64\|106.43\|103.01\|7416;2026-08-24\|102.77\|-1.37\|105.18\|105.18\|101.80\|7500;2026-08-25\|103.72\|0.92\|101.80\|104.44\|100.54\|6608;2026-08-26\|102.39\|-1.28\|103.76\|103.93\|101.28\|5449;2026-08-27\|102.11\|-0.27\|101.50\|103.68\|100.67\|7239;2026-08-28\|101.05\|-1.04\|102.12\|103.65\|101.02\|6091;2026-08-31\|105.79\|4.69\|100.14\|107.55\|99.56\|11832;2026-09-01\|106.26\|0.44\|105.00\|107.03\|103.31\|10125;2026-09-02\|108.46\|2.07\|105.20\|109.35\|103.10\|23492;2026-09-03\|106.39\|-1.91\|109.50\|109.50\|103.70\|18701;2026-09-04\|106.50\|0.10\|105.80\|109.58\|105.70\|13540;2026-09-07\|105.50\|-0.94\|106.40\|106.96\|105.10\|9013;2026-09-08\|103.66\|-1.74\|105.91\|106.28\|103.02\|8669;2026-09-09\|101.66\|-1.93\|103.30\|104.17\|100.70\|7881;2026-09-10\|100.01\|-1.62\|101.00\|101.50\|98.66\|7733;2026-09-11\|100.16\|0.15\|99.15\|101.10\|96.21\|10864;2026-09-14\|106.10\|5.93\|100.15\|106.85\|99.25\|19766	军工模拟训练装备+拟控股菁蓉联创（军工嵌入式软件）+军用存储芯片。6月10日晚公告拟现金收购成都菁蓉联创51%股权。深耕军事通信与实战化模拟训练装备。已量产军用存储控制芯片并进入航空工业集团供应链。2026-06-09/06-10放量大涨，06-24随军工电子板块再度冲高。
116649	消息称台积电先进制程代工将全线涨价	涨停揭秘：长鑫科技IPO注册获批预示DRAM量产进程提速，精智达DRAM晶圆老化测试设备进入验证阶段；涨停缘由：公司DRAM晶圆老化测试设备已完成技术开发与测试，正推进客户验证，有望切入长鑫供应链；资金逻辑：资金提前布局半导体设备国产替代核心环节，精智达作为稀缺DRAM测试设备厂商获主题性资金关注；风险提示：设备验证周期长，订单落地存在不确定性；公司营收规模较小，业绩弹性需等待量产放量	公司半导体存储器件测试设备目前进展顺利，其中DRAM晶圆老化测试设备，已完成技术开发和测试等工作，进入验证阶段，DRAM测试机仍处于持续研发测试阶段	2026-05-11\|344.28\|14.76\|307.00\|355.95\|306.44\|70538;2026-05-12\|355.14\|3.15\|338.00\|357.80\|333.00\|54709;2026-05-13\|360.00\|1.37\|342.88\|372.00\|334.00\|57511;2026-05-14\|348.30\|-3.25\|359.99\|367.00\|343.01\|44190;2026-05-15\|353.44\|1.48\|345.03\|377.00\|328.00\|70295;2026-05-18\|364.97\|3.26\|376.00\|402.97\|360.16\|109724;2026-05-19\|396.40\|8.61\|361.11\|398.33\|355.02\|72017;2026-05-20\|440.00\|11.00\|394.01\|447.57\|394.01\|68312;2026-05-21\|409.95\|-6.83\|441.00\|451.00\|404.04\|76754;2026-05-22\|416.97\|1.71\|418.00\|424.77\|395.00\|70523;2026-05-25\|430.94\|3.35\|402.66\|449.88\|398.00\|67678;2026-05-26\|404.98\|-6.02\|422.30\|425.90\|394.50\|66595;2026-05-27\|385.82\|-4.73\|409.00\|419.90\|382.05\|65288;2026-05-28\|395.89\|2.61\|383.74\|403.00\|379.67\|46337;2026-05-29\|367.00\|-7.30\|398.00\|398.78\|363.00\|62188;2026-06-01\|349.58\|-4.75\|364.33\|372.82\|346.00\|50564;2026-06-02\|348.19\|-0.40\|352.00\|358.00\|340.08\|55190;2026-06-03\|355.50\|2.10\|347.01\|372.00\|344.00\|59498;2026-06-04\|388.01\|9.14\|354.00\|395.00\|352.06\|69155;2026-06-05\|385.56\|-0.63\|379.07\|403.01\|379.07\|63066;2026-06-08\|375.10\|-2.71\|367.04\|393.80\|365.50\|52572;2026-06-09\|408.68\|8.95\|385.50\|412.50\|378.05\|75515;2026-06-10\|403.00\|-1.39\|407.73\|419.00\|391.58\|56903;2026-06-11\|412.55\|2.37\|396.00\|419.00\|396.00\|55477;2026-06-12\|414.48\|0.47\|443.10\|462.00\|404.95\|78525;2026-06-15\|468.00\|12.91\|413.00\|472.39\|405.05\|76500;2026-06-16\|498.00\|6.41\|470.00\|515.98\|463.00\|73162;2026-06-17\|542.28\|8.94\|499.00\|546.99\|490.11\|79940;2026-06-18\|566.00\|4.37\|531.43\|587.00\|512.00\|81236;2026-06-22\|566.20\|0.04\|561.18\|568.03\|530.16\|62426;2026-06-23\|549.00\|-3.04\|569.97\|569.97\|525.20\|52007;2026-06-24\|638.00\|16.21\|545.01\|639.00\|536.51\|74887;2026-06-25\|639.00\|0.16\|649.97\|653.66\|622.00\|46171;2026-06-26\|653.70\|2.30\|639.12\|676.00\|631.13\|59191;2026-06-29\|705.00\|7.85\|660.00\|709.88\|642.03\|61442;2026-06-30\|715.00\|1.42\|685.04\|734.40\|675.58\|51194;2026-07-01\|662.06\|-7.40\|724.95\|736.36\|652.20\|63996;2026-07-02\|582.07\|-12.08\|615.37\|630.00\|580.00\|78011;2026-07-03\|578.30\|-0.65\|566.00\|599.00\|552.27\|56656;2026-07-06\|563.00\|-2.65\|589.32\|589.32\|543.00\|50178;2026-07-07\|569.55\|1.16\|549.99\|587.88\|546.97\|42522;2026-07-08\|588.00\|3.24\|580.00\|624.95\|561.12\|51346;2026-07-09\|647.88\|10.18\|627.30\|648.88\|591.00\|55728;2026-07-10\|599.99\|-7.39\|649.93\|675.00\|592.96\|60426;2026-07-13\|569.35\|-5.11\|580.00\|628.00\|555.00\|67124;2026-07-14\|608.97\|6.96\|578.98\|629.88\|577.10\|62088;2026-07-15\|599.00\|-1.64\|632.00\|653.99\|590.05\|62933;2026-07-16\|584.00\|-2.50\|573.66\|619.88\|558.10\|56303;2026-07-17\|511.98\|-12.33\|578.00\|593.00\|508.00\|81751;2026-07-20\|457.51\|-10.64\|527.00\|549.00\|436.08\|81483;2026-07-21\|549.01\|20.00\|478.00\|549.01\|420.20\|79489;2026-07-22\|527.28\|-3.96\|533.00\|570.00\|523.00\|60354;2026-07-23\|480.74\|-8.83\|533.00\|533.00\|477.60\|56647;2026-07-24\|496.25\|3.23\|464.83\|514.00\|458.58\|52447;2026-07-27\|510.00\|2.77\|499.00\|522.70\|485.00\|52981;2026-07-28\|473.06\|-7.24\|493.10\|530.80\|467.00\|52802;2026-07-29\|440.31\|-6.92\|473.00\|488.00\|410.05\|69894;2026-07-30\|396.66\|-9.91\|435.50\|445.45\|387.62\|63479;2026-07-31\|411.70\|3.79\|452.04\|466.77\|408.00\|59200;2026-08-03\|371.88\|-9.67\|410.00\|410.00\|368.01\|49790;2026-08-04\|403.00\|8.37\|379.19\|407.00\|368.01\|51138;2026-08-05\|429.70\|6.63\|409.00\|444.00\|400.00\|63664;2026-08-06\|436.72\|1.63\|418.53\|455.00\|418.40\|44182;2026-08-07\|461.00\|5.56\|437.00\|469.99\|432.00\|51424;2026-08-10\|463.00\|0.43\|460.38\|479.87\|448.00\|50967;2026-08-11\|444.80\|-3.93\|468.00\|470.00\|432.50\|46504;2026-08-12\|458.27\|3.03\|452.69\|473.55\|445.24\|37451;2026-08-13\|482.56\|5.30\|470.07\|520.00\|450.68\|77057;2026-08-14\|498.99\|3.40\|497.00\|512.88\|479.00\|60545;2026-08-17\|542.00\|8.62\|507.00\|545.00\|498.60\|54997;2026-08-18\|565.22\|4.28\|540.00\|568.98\|532.59\|53194;2026-08-19\|491.99\|-12.96\|526.00\|535.00\|473.00\|72601;2026-08-20\|483.66\|-1.69\|491.00\|512.99\|469.84\|57030;2026-08-21\|484.79\|0.23\|478.00\|492.50\|470.99\|47890;2026-08-24\|465.29\|-4.02\|479.99\|492.00\|451.38\|43637;2026-08-25\|448.61\|-3.58\|450.00\|458.87\|431.79\|43182;2026-08-26\|459.75\|2.48\|450.58\|469.00\|440.00\|37335;2026-08-27\|513.50\|11.69\|467.00\|515.00\|453.00\|50852;2026-08-28\|491.95\|-4.20\|508.00\|526.68\|491.87\|46618;2026-08-31\|522.30\|6.17\|489.48\|525.00\|481.00\|58229;2026-09-01\|475.00\|-9.06\|522.00\|533.91\|471.90\|72594;2026-09-02\|483.42\|1.77\|454.95\|494.80\|454.95\|48131;2026-09-03\|480.64\|-0.58\|490.00\|492.88\|460.00\|41744;2026-09-04\|441.58\|-8.13\|492.00\|495.99\|434.18\|73619;2026-09-07\|491.00\|11.19\|463.35\|494.07\|458.03\|69213;2026-09-08\|487.95\|-0.62\|489.57\|506.90\|485.00\|45174;2026-09-09\|474.21\|-2.82\|493.18\|499.01\|471.58\|31741;2026-09-10\|468.80\|-1.14\|470.58\|479.00\|463.80\|27132;2026-09-11\|454.20\|-3.11\|461.00\|465.87\|438.00\|35136;2026-09-14\|444.06\|-2.23\|440.00\|451.00\|433.51\|26169	DRAM/NAND测试机+老化测试系统+Micro OLED检测，存储测试机已进入长鑫/长存验证，被定位为"国产存储测试设备核心弹性标的"。催化：美光财报超预期→全球存储扩产→存储专用测试机需求↑；科创板半导体检测设备联动拉升。6/24涨超16%。
116648	消息称台积电先进制程代工将全线涨价	涨停揭秘：台积电涨价强化晶圆厂资本开支意愿，公司半导体检测设备订单饱满，覆盖逻辑、存储、先进封装多领域；涨停缘由：公司膜厚、光学缺陷检测设备已导入中芯国际、长江存储等产线；AI算力芯片扩产拉动测试设备需求，订单可见度达12个月；资金逻辑：主力资金连续四日净流入，6月24日成交额达4.2亿元，创年内新高，融资余额同步攀升；风险提示：半导体设备验证周期长，新客户导入进度存在不确定性；国际贸易摩擦或影响关键零部件供应	1、公司半导体领域的测试设备适用于各种类芯片的缺陷检查； 2、在新能源板块开发完成针对锂电池行业的电芯化成分容制程检测系统、模组电池组／包检测系统和BMS检测系统； 3、公司在VR/AR终端检测方面有相应的产品和订单，有少量出货订单	2026-05-11\|156.00\|8.41\|145.01\|160.00\|144.70\|140246;2026-05-12\|165.41\|6.03\|153.99\|165.90\|152.41\|140054;2026-05-13\|168.85\|2.08\|160.22\|170.48\|157.27\|124972;2026-05-14\|159.00\|-5.83\|168.00\|168.70\|158.00\|98866;2026-05-15\|175.00\|10.06\|159.76\|175.60\|152.00\|157647;2026-05-18\|178.88\|2.22\|172.36\|188.85\|171.20\|152692;2026-05-19\|187.50\|4.82\|172.76\|189.00\|171.44\|156176;2026-05-20\|198.58\|5.91\|185.32\|205.00\|184.02\|152571;2026-05-21\|190.83\|-3.90\|205.00\|212.36\|189.00\|170153;2026-05-22\|195.30\|2.34\|195.00\|196.00\|180.88\|161129;2026-05-25\|224.45\|14.93\|200.00\|232.00\|190.80\|195510;2026-05-26\|218.01\|-2.87\|224.00\|228.86\|212.00\|138844;2026-05-27\|209.79\|-3.77\|215.00\|229.86\|209.57\|134132;2026-05-28\|210.40\|0.29\|209.00\|214.80\|201.88\|94116;2026-05-29\|194.20\|-7.61\|206.44\|208.11\|192.00\|120765;2026-06-01\|184.23\|-5.13\|196.36\|204.00\|183.60\|123740;2026-06-02\|187.00\|1.50\|187.25\|194.93\|182.84\|88822;2026-06-03\|188.50\|0.80\|186.00\|196.00\|183.89\|92247;2026-06-04\|203.80\|8.12\|186.68\|206.66\|185.02\|126068;2026-06-05\|189.23\|-7.15\|196.50\|198.34\|187.60\|96286;2026-06-08\|177.80\|-6.04\|177.53\|183.95\|175.00\|76751;2026-06-09\|188.88\|6.23\|183.00\|191.00\|179.00\|67427;2026-06-10\|188.79\|-0.05\|186.62\|199.50\|184.00\|72569;2026-06-11\|192.90\|2.18\|188.70\|199.10\|187.10\|72558;2026-06-12\|196.30\|1.76\|205.00\|212.00\|195.00\|110748;2026-06-15\|208.46\|6.19\|200.00\|210.00\|192.15\|106073;2026-06-16\|204.83\|-1.74\|210.00\|213.00\|198.01\|107252;2026-06-17\|215.76\|5.34\|200.00\|217.99\|197.01\|105320;2026-06-18\|213.86\|-0.88\|211.59\|218.35\|209.00\|102249;2026-06-22\|213.80\|-0.03\|218.14\|222.20\|204.50\|106788;2026-06-23\|212.60\|-0.56\|210.00\|223.62\|205.36\|88995;2026-06-24\|251.13\|18.12\|211.52\|255.10\|210.02\|152900;2026-06-25\|263.00\|4.73\|261.58\|269.50\|250.53\|121143;2026-06-26\|275.00\|4.56\|269.81\|285.00\|263.00\|143331;2026-06-29\|295.00\|7.27\|275.39\|298.00\|270.47\|139423;2026-06-30\|317.60\|7.66\|298.00\|324.55\|293.00\|114267;2026-07-01\|303.62\|-4.40\|317.36\|335.12\|300.00\|121710;2026-07-02\|269.95\|-11.09\|292.80\|294.50\|265.31\|143181;2026-07-03\|263.92\|-2.23\|265.02\|274.51\|255.88\|111402;2026-07-06\|266.57\|1.00\|268.67\|277.00\|254.43\|95837;2026-07-07\|269.00\|0.91\|265.00\|280.77\|257.80\|84729;2026-07-08\|297.10\|10.45\|272.85\|306.36\|263.09\|120815;2026-07-16\|263.00\|-11.48\|250.00\|290.23\|239.51\|181436;2026-07-17\|237.02\|-9.88\|252.41\|258.80\|233.28\|143330;2026-07-20\|210.81\|-11.06\|240.00\|246.01\|200.68\|127458;2026-07-21\|245.80\|16.60\|215.81\|248.88\|202.00\|153554;2026-07-22\|225.54\|-8.24\|242.06\|247.83\|223.88\|141771;2026-07-23\|214.60\|-4.85\|227.69\|230.40\|212.03\|104142;2026-07-24\|224.61\|4.66\|210.61\|233.59\|206.01\|100622;2026-07-27\|231.95\|3.27\|224.22\|233.50\|216.00\|92780;2026-07-28\|209.40\|-9.72\|224.22\|234.45\|206.82\|92804;2026-07-29\|199.00\|-4.97\|209.21\|214.86\|185.00\|130448;2026-07-30\|180.19\|-9.45\|196.74\|202.30\|175.58\|132231;2026-07-31\|191.00\|6.00\|196.80\|203.60\|189.88\|120943;2026-08-03\|167.00\|-12.57\|190.00\|190.00\|164.79\|120792;2026-08-04\|182.52\|9.29\|168.15\|185.00\|164.01\|119446;2026-08-05\|204.00\|11.77\|181.84\|209.63\|180.01\|121468;2026-08-06\|208.00\|1.96\|197.00\|214.79\|194.25\|109238;2026-08-07\|223.91\|7.65\|208.79\|226.26\|202.50\|110283;2026-08-10\|235.66\|5.25\|233.00\|242.08\|229.63\|122074;2026-08-11\|222.50\|-5.58\|231.85\|233.80\|218.94\|92135;2026-08-12\|225.20\|1.21\|225.42\|230.90\|221.10\|68205;2026-08-13\|224.24\|-0.43\|228.00\|238.00\|222.43\|77226;2026-08-14\|223.44\|-0.36\|227.66\|230.00\|220.20\|64437;2026-08-17\|240.50\|7.64\|222.09\|241.50\|220.99\|83368;2026-08-18\|238.62\|-0.78\|242.50\|243.26\|234.00\|64875;2026-08-19\|214.20\|-10.23\|231.52\|235.99\|212.60\|79410;2026-08-20\|217.90\|1.73\|217.02\|225.29\|213.80\|61433;2026-08-21\|217.09\|-0.37\|216.99\|221.00\|210.00\|56044;2026-08-24\|213.70\|-1.56\|219.00\|223.08\|207.01\|57520;2026-08-25\|206.28\|-3.47\|209.41\|211.88\|197.00\|89266;2026-08-26\|210.60\|2.09\|206.26\|216.44\|203.05\|83967;2026-08-27\|221.80\|5.32\|212.00\|224.96\|209.00\|65943;2026-08-28\|215.60\|-2.80\|221.81\|227.55\|215.20\|53156;2026-08-31\|216.92\|0.61\|211.88\|220.06\|205.06\|76317;2026-09-01\|200.45\|-7.59\|217.36\|220.36\|199.06\|79709;2026-09-02\|197.56\|-1.44\|195.65\|199.47\|192.16\|56695;2026-09-03\|197.18\|-0.19\|199.99\|202.35\|192.04\|52624;2026-09-04\|187.66\|-4.83\|199.00\|205.21\|185.00\|80495;2026-09-07\|197.00\|4.98\|191.03\|198.79\|189.00\|61436;2026-09-08\|196.20\|-0.41\|196.95\|203.00\|193.00\|57016;2026-09-09\|193.14\|-1.56\|199.00\|199.85\|191.79\|38699;2026-09-10\|192.90\|-0.12\|192.01\|196.35\|190.01\|33917;2026-09-11\|189.80\|-1.61\|191.82\|191.82\|180.30\|51917;2026-09-14\|189.87\|0.04\|187.91\|191.36\|184.49\|36606	半导体前道量检测设备龙头+HBM/存储扩产受益+大基金二期。6月25日公告子公司上海精测签下1.35亿元明场缺陷检测设备合同。膜厚量测/电子束检测设备已批量交付中芯国际、长存、长电等。大基金二期持有。存储大厂扩产大幅提升晶圆缺陷检测需求。2026-06-24大涨约+18%冲历史高位，6月25日续涨+4.73%。
116647	消息称台积电先进制程代工将全线涨价	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.32\|-2.45\|371.80\|373.99\|363.00\|292309;2026-09-14\|356.88\|-3.89\|360.00\|365.88\|355.55\|264365	NOR Flash/利基DRAM设计龙头+与长鑫深度绑定+Q1业绩暴增。NOR Flash国内第一全球第三。自研利基DRAM与长鑫深度绑定：2026年预计向长鑫采购DRAM代工产品57.11亿(较2025年暴增4.8倍)，持有长鑫科技约1.8%股权。Q1营收41.88亿(+119.38%)、净利14.61亿(+522.79%)，毛利率57.08%。美光Q3营收414.6亿美元(+345%)+长鑫IPO注册生效双重催化。6月24日主力净流入超30亿，板块中军旗帜。2026-06-24尾盘涨停(705.09元)，6月25日续涨近10%再创历史新高。
116646	消息称台积电先进制程代工将全线涨价	半导体洁净室+OLED洁净室+订单新高+存储芯片行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年6月25日公告，公司与中建三局签署“TCL华星第8.6代印刷OLED生产线一期项目洁净2包”实施合同，签约合同总金额3.59亿元含税。 2、据2026年5月29日互动易，受益于下游半导体、新型显示等电子产业投资保持高景气，公司2026年1-4月新签订单不含税43.25亿元，承接项目规模增长较快。 3、据2025年年度报告，公司参建了国内首个投入量产的动态随机存取存储芯片DRAM设计制造一体化项目，主要客户包括长鑫存储、长江存储等。 4、据2025年年度报告，公司主营洁净室系统集成，覆盖半导体及泛半导体、新型显示等产业，是国内少数具备承接多行业主流项目能力的洁净室系统集成解决方案提供商之一。	我国洁净室行业头部企业之一，长鑫为公司客户之一	2026-05-11\|26.70\|3.97\|25.81\|27.29\|25.58\|277506;2026-05-12\|25.75\|-3.56\|26.35\|26.46\|25.45\|188169;2026-05-13\|25.94\|0.74\|25.21\|26.09\|24.90\|157369;2026-05-14\|25.62\|-1.23\|25.99\|26.40\|25.13\|144964;2026-05-15\|28.18\|9.99\|25.62\|28.18\|25.48\|311574;2026-05-18\|31.00\|10.01\|30.40\|31.00\|30.05\|111758;2026-05-19\|30.27\|-2.35\|31.00\|31.00\|28.90\|507028;2026-05-20\|33.30\|10.01\|29.95\|33.30\|29.95\|448608;2026-05-21\|33.13\|-0.51\|33.97\|35.66\|33.13\|505315;2026-05-22\|32.99\|-0.42\|33.35\|35.15\|32.00\|437378;2026-05-25\|33.70\|2.15\|32.00\|34.93\|31.31\|417006;2026-05-26\|31.03\|-7.92\|32.00\|32.21\|30.33\|357490;2026-05-27\|29.22\|-5.83\|30.96\|31.02\|28.91\|270646;2026-05-28\|28.48\|-2.53\|29.22\|29.77\|28.03\|200393;2026-05-29\|26.57\|-6.71\|28.39\|28.56\|26.30\|207251;2026-06-01\|25.36\|-4.55\|26.70\|26.90\|25.26\|151543;2026-06-02\|26.40\|4.10\|25.63\|26.73\|24.92\|226070;2026-06-03\|27.46\|4.02\|26.40\|28.18\|26.01\|350005;2026-06-04\|28.30\|3.06\|27.10\|28.83\|27.00\|241761;2026-06-05\|27.60\|-2.47\|28.01\|28.77\|27.39\|207951;2026-06-08\|27.13\|-1.70\|25.61\|27.96\|25.61\|146505;2026-06-09\|28.65\|5.60\|27.99\|29.57\|27.83\|219756;2026-06-10\|29.22\|1.99\|28.05\|30.66\|28.05\|333038;2026-06-11\|30.89\|5.72\|28.30\|30.97\|28.00\|333011;2026-06-12\|29.45\|-4.66\|31.61\|31.70\|29.45\|347947;2026-06-15\|32.40\|10.02\|30.00\|32.40\|29.60\|283408;2026-06-16\|32.06\|-1.05\|32.80\|33.30\|31.50\|321125;2026-06-17\|33.12\|3.31\|31.44\|33.70\|31.44\|295075;2026-06-18\|31.38\|-5.25\|32.60\|33.12\|30.73\|295882;2026-06-22\|29.76\|-5.16\|31.00\|31.37\|28.65\|279825;2026-06-23\|29.43\|-1.11\|29.66\|30.52\|28.68\|198815;2026-06-24\|32.37\|9.99\|28.89\|32.37\|28.82\|285059;2026-06-25\|34.80\|7.51\|33.95\|35.13\|33.10\|399857;2026-06-26\|38.28\|10.00\|34.77\|38.28\|34.35\|370442;2026-06-29\|42.11\|10.01\|40.66\|42.11\|38.00\|217208;2026-06-30\|44.04\|4.58\|44.46\|45.70\|42.50\|564044;2026-07-01\|41.30\|-6.22\|43.00\|44.49\|40.90\|444189;2026-07-02\|37.95\|-8.11\|38.97\|40.30\|37.80\|351667;2026-07-03\|37.38\|-1.50\|37.95\|39.00\|36.12\|263549;2026-07-06\|35.90\|-3.78\|37.37\|38.09\|35.00\|177496;2026-07-07\|34.86\|-2.90\|35.32\|36.06\|34.14\|171106;2026-07-08\|34.36\|-1.43\|35.41\|35.87\|32.68\|195813;2026-07-09\|35.55\|3.46\|36.64\|37.80\|33.70\|414315;2026-07-10\|36.07\|1.46\|35.55\|38.61\|34.98\|424369;2026-07-13\|36.36\|0.80\|34.52\|38.55\|34.08\|417806;2026-07-14\|35.41\|-2.61\|36.36\|37.64\|33.78\|333627;2026-07-15\|33.49\|-5.42\|36.55\|36.66\|32.60\|266528;2026-07-16\|31.66\|-5.46\|31.47\|34.33\|31.47\|204067;2026-07-17\|30.44\|-3.85\|31.46\|33.53\|30.27\|261155;2026-07-20\|27.40\|-9.99\|30.99\|31.00\|27.40\|181224;2026-07-21\|28.76\|4.96\|26.37\|28.94\|24.66\|351660;2026-07-22\|28.75\|-0.03\|28.00\|29.48\|27.74\|201470;2026-07-23\|28.11\|-2.23\|28.80\|29.98\|27.90\|134008;2026-07-24\|28.38\|0.96\|27.82\|29.77\|27.50\|179116;2026-07-27\|30.00\|5.71\|28.40\|30.18\|26.58\|194676;2026-07-28\|27.10\|-9.67\|29.01\|29.90\|27.01\|185715;2026-07-29\|26.16\|-3.47\|27.04\|28.28\|24.80\|183082;2026-07-30\|23.54\|-10.02\|25.85\|26.17\|23.54\|140521;2026-07-31\|23.93\|1.66\|25.00\|25.42\|23.88\|166853;2026-08-03\|21.90\|-8.48\|23.93\|24.00\|21.66\|193698;2026-08-04\|23.19\|5.89\|22.26\|23.54\|21.54\|184701;2026-08-05\|24.72\|6.60\|23.30\|25.20\|23.23\|172604;2026-08-06\|25.40\|2.75\|24.42\|25.60\|24.16\|164899;2026-08-07\|26.15\|2.95\|25.40\|26.50\|25.20\|150435;2026-08-10\|26.30\|0.57\|26.16\|26.60\|25.70\|125631;2026-08-11\|26.33\|0.11\|26.24\|26.77\|25.57\|112846;2026-08-12\|26.68\|1.33\|26.85\|27.01\|26.30\|142721;2026-08-13\|26.16\|-1.95\|26.91\|27.58\|26.10\|136306;2026-08-14\|26.81\|2.48\|26.46\|27.68\|26.28\|115605;2026-08-17\|28.38\|5.86\|26.80\|28.66\|26.62\|170026;2026-08-18\|27.90\|-1.69\|28.30\|29.08\|27.40\|149625;2026-08-19\|25.26\|-9.46\|26.97\|27.50\|25.20\|141918;2026-08-20\|25.18\|-0.32\|25.91\|25.94\|25.01\|130439;2026-08-21\|25.35\|0.68\|25.18\|25.86\|24.69\|78554;2026-08-24\|25.20\|-0.59\|25.36\|25.68\|24.30\|115312;2026-08-25\|24.81\|-1.55\|24.80\|25.20\|23.88\|89378;2026-08-26\|25.84\|4.15\|26.00\|26.30\|25.20\|159002;2026-08-27\|27.11\|4.91\|26.31\|27.20\|25.41\|168725;2026-08-28\|25.82\|-4.76\|26.90\|27.16\|25.71\|140619;2026-08-31\|25.62\|-0.77\|25.22\|25.81\|24.92\|100580;2026-09-01\|24.30\|-5.15\|25.62\|25.62\|24.14\|127598;2026-09-02\|23.92\|-1.56\|23.98\|24.22\|23.63\|73742;2026-09-03\|23.92\|0.00\|23.97\|24.23\|23.58\|62101;2026-09-04\|23.28\|-2.68\|23.97\|24.40\|23.07\|77391;2026-09-07\|23.67\|1.68\|23.40\|23.94\|23.40\|72312;2026-09-08\|23.98\|1.31\|23.60\|24.59\|23.20\|112614;2026-09-09\|23.82\|-0.67\|24.18\|24.98\|23.58\|89387;2026-09-10\|23.37\|-1.89\|23.59\|23.83\|23.33\|55692;2026-09-11\|22.83\|-2.31\|22.98\|23.30\|22.08\|79943;2026-09-14\|22.86\|0.13\|22.69\|23.00\|22.36\|57947	半导体洁净室系统集成龙头+长鑫/长存扩产受益+3.59亿大单。深度绑定长鑫、长江存储、中芯国际、华虹等。1-4月新签合同43.2亿元(超2025全年)，半导体占比超80%。6月24日公告签TCL华星第8.6代OLED产线3.59亿元洁净包合同。拟募资不超12亿元定增强化交付能力。长鑫科技IPO注册+长江存储辅导→晶圆厂扩产洁净室订单前置。2026-06-15、06-24两次涨停(32.37元)。
116645	消息称台积电先进制程代工将全线涨价	MicroLED光互连+显示驱动芯片+一季报增长行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月25日年报及5月12日投资者关系活动记录表，公司深度转化并复用微显示领域核心积累，延伸布局Micro LED光互连新赛道，拟为AI数据中心提供低功耗、高带宽光互连模组，切入AI算力光通信基建网络。 2、据2026年5月12日投资者关系活动记录表，公司自2026年4月1日起对主营产品进行价格调涨；公司致力于提供全尺寸显示解决方案，分离型产品2025年度营收同比增长103.76%。 3、据2026年5月12日投资者关系活动记录表，公司2026年一季度归母净利润537万元，同比增长145.69%；并拟向全体股东每10股派发现金红利0.45元。	公司主营业务聚焦于显示芯片	2026-05-11\|39.78\|5.21\|39.20\|40.12\|37.87\|171878;2026-05-12\|38.86\|-2.31\|39.15\|40.52\|38.25\|132713;2026-05-13\|38.88\|0.05\|38.00\|39.01\|37.00\|111105;2026-05-14\|39.01\|0.33\|38.95\|40.33\|37.96\|130058;2026-05-15\|39.28\|0.69\|38.48\|42.20\|38.40\|171666;2026-05-18\|38.92\|-0.92\|39.28\|39.50\|37.71\|126069;2026-05-19\|41.00\|5.34\|38.92\|41.50\|38.32\|226356;2026-05-20\|42.60\|3.90\|41.00\|42.76\|39.50\|304410;2026-05-21\|40.02\|-6.06\|45.00\|47.00\|39.93\|384050;2026-05-22\|41.98\|4.90\|39.25\|42.68\|37.90\|321561;2026-05-25\|40.15\|-4.36\|41.98\|41.98\|38.99\|267100;2026-05-26\|42.80\|6.60\|40.09\|44.49\|39.80\|351525;2026-05-27\|40.13\|-6.24\|42.68\|42.75\|39.66\|267524;2026-05-28\|40.96\|2.07\|39.50\|42.48\|38.70\|186095;2026-05-29\|37.60\|-8.20\|41.10\|42.40\|37.00\|200918;2026-06-01\|34.85\|-7.31\|37.92\|38.41\|34.47\|264096;2026-06-02\|35.71\|2.47\|35.22\|37.52\|34.22\|214824;2026-06-03\|36.23\|1.46\|36.00\|37.86\|34.22\|281015;2026-06-04\|36.36\|0.36\|35.87\|37.52\|35.00\|162944;2026-06-05\|35.55\|-2.23\|36.48\|37.99\|35.00\|176425;2026-06-08\|31.49\|-11.42\|31.08\|33.58\|30.78\|225621;2026-06-09\|31.20\|-0.92\|32.00\|32.00\|30.00\|164064;2026-06-10\|30.50\|-2.24\|30.88\|31.19\|29.73\|139183;2026-06-11\|28.96\|-5.05\|30.24\|31.01\|28.60\|185185;2026-06-12\|28.01\|-3.28\|29.80\|30.37\|27.17\|205159;2026-06-15\|30.60\|9.25\|28.21\|30.64\|27.60\|217461;2026-06-16\|31.54\|3.07\|30.56\|32.00\|30.43\|156887;2026-06-17\|32.59\|3.33\|31.64\|33.29\|31.04\|173160;2026-06-18\|33.16\|1.75\|32.59\|34.78\|32.22\|175182;2026-06-22\|30.43\|-8.23\|33.28\|33.38\|29.96\|219318;2026-06-23\|29.82\|-2.00\|30.63\|31.72\|29.49\|181208;2026-06-24\|35.78\|19.99\|29.53\|35.78\|28.67\|377341;2026-06-25\|36.61\|2.32\|35.78\|36.93\|34.79\|371940;2026-06-26\|35.41\|-3.28\|36.25\|38.01\|34.99\|276067;2026-06-29\|33.10\|-6.52\|35.41\|35.46\|31.80\|300272;2026-06-30\|38.92\|17.58\|33.24\|39.70\|32.88\|330774;2026-07-01\|38.80\|-0.31\|38.90\|41.60\|38.13\|305923;2026-07-02\|39.94\|2.94\|37.58\|43.18\|36.51\|323689;2026-07-03\|39.07\|-2.18\|40.11\|41.00\|37.82\|258852;2026-07-06\|36.90\|-5.55\|39.68\|39.80\|35.95\|180237;2026-07-07\|37.44\|1.46\|36.90\|39.01\|35.72\|182120;2026-07-08\|35.26\|-5.82\|37.81\|38.20\|34.56\|195716;2026-07-09\|36.00\|2.10\|35.70\|36.28\|34.47\|149600;2026-07-10\|33.77\|-6.19\|36.65\|37.01\|33.50\|194579;2026-07-13\|29.88\|-11.52\|33.00\|34.00\|29.72\|182532;2026-07-14\|30.34\|1.54\|30.10\|30.69\|28.53\|144456;2026-07-15\|29.59\|-2.34\|30.58\|30.59\|27.96\|171510;2026-07-16\|30.89\|4.39\|29.43\|32.88\|28.97\|225673;2026-07-17\|26.90\|-12.92\|30.55\|30.96\|26.80\|227412;2026-07-20\|27.70\|2.97\|28.24\|29.29\|26.41\|261965;2026-07-21\|28.27\|2.06\|28.20\|28.44\|23.58\|277464;2026-07-22\|26.37\|-6.72\|27.79\|29.45\|26.15\|213607;2026-07-23\|27.07\|2.65\|26.03\|28.25\|24.80\|243361;2026-07-24\|28.75\|6.21\|26.80\|29.37\|26.30\|277704;2026-07-27\|29.90\|4.00\|28.47\|30.00\|27.09\|239958;2026-07-28\|27.91\|-6.66\|29.00\|30.95\|27.50\|181101;2026-07-29\|28.02\|0.39\|27.90\|29.20\|26.57\|167129;2026-07-30\|25.52\|-8.92\|28.45\|28.50\|25.52\|157141;2026-07-31\|27.99\|9.68\|27.22\|30.18\|27.08\|265123;2026-08-03\|26.55\|-5.14\|27.37\|28.28\|26.22\|157459;2026-08-04\|30.04\|13.14\|27.00\|30.60\|26.35\|237436;2026-08-05\|31.63\|5.29\|30.04\|32.45\|30.04\|189610;2026-08-06\|30.28\|-4.27\|31.00\|32.50\|30.05\|213048;2026-08-07\|32.05\|5.85\|29.98\|32.84\|29.75\|297043;2026-08-10\|32.31\|0.81\|30.80\|32.68\|29.79\|280147;2026-08-11\|33.57\|3.90\|31.73\|35.20\|31.28\|262669;2026-08-12\|32.57\|-2.98\|33.58\|33.85\|32.21\|182961;2026-08-13\|32.00\|-1.75\|32.77\|33.16\|31.96\|145216;2026-08-14\|31.85\|-0.47\|32.24\|32.62\|31.34\|90107;2026-08-17\|32.47\|1.95\|31.54\|33.00\|31.54\|147136;2026-08-18\|35.63\|9.73\|32.30\|35.78\|31.00\|298534;2026-08-19\|32.17\|-9.71\|34.59\|36.48\|31.83\|260552;2026-08-20\|32.39\|0.68\|32.51\|33.32\|31.59\|143401;2026-08-21\|34.18\|5.53\|32.22\|34.63\|31.03\|188532;2026-08-24\|31.50\|-7.84\|33.00\|33.50\|30.00\|221295;2026-08-25\|31.09\|-1.30\|30.90\|31.80\|29.67\|116792;2026-08-26\|30.70\|-1.25\|31.19\|31.28\|29.90\|94929;2026-08-27\|31.23\|1.73\|30.75\|31.46\|30.30\|107626;2026-08-28\|30.40\|-2.66\|31.14\|32.46\|29.99\|165392;2026-08-31\|30.47\|0.23\|29.80\|30.83\|29.47\|110432;2026-09-01\|30.89\|1.38\|30.26\|31.43\|29.11\|303194;2026-09-02\|30.89\|0.00\|30.48\|31.33\|29.93\|134915;2026-09-03\|30.21\|-2.20\|31.35\|31.70\|29.81\|116544;2026-09-04\|29.33\|-2.91\|30.50\|30.80\|28.94\|124252;2026-09-07\|29.64\|1.06\|29.51\|29.78\|29.05\|85752;2026-09-08\|29.07\|-1.92\|29.63\|29.99\|28.89\|106211;2026-09-09\|29.00\|-0.24\|29.00\|29.20\|28.57\|80843;2026-09-10\|29.66\|2.28\|28.96\|30.50\|28.64\|162139;2026-09-11\|31.20\|5.19\|29.10\|32.06\|28.60\|228254;2026-09-14\|30.95\|-0.80\|31.49\|32.25\|30.34\|166935	国产显示驱动IC（DDIC）设计龙头（整合型/分离型AMOLED DDIC），受益国产面板供应链重塑。催化：半导体设计板块随兆易创新/聚辰股份联动大涨；显示驱动IC景气底部回暖；小市值科创板20CM弹性。2026-06-24 20CM涨停。
116644	消息称台积电先进制程代工将全线涨价	光刻胶+PEI材料+央企增持行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月23日互动易，公司半导体用光刻胶单体、光刻胶树脂、光致产酸剂等产品主要作为上游原料用于下游客户KrF光刻胶、ArF光刻胶研发与生产。公司已开发超300种化合物，万润工业园二期C05项目包含半导体光刻胶用相关材料产能约751吨/年，项目已开始建设，争取今年年底前后完成建设。 2、据2026年6月18日互动易，公司年产能1,500吨的PEI聚醚酰亚胺产品量产线已投入试生产。据2026年4月25日年报，该材料主要应用于光纤连接器及航空航天复合材料等领域。 3、据2026年5月26日公告，控股股东中国节能环保集团自2025年11月24日起6个月内增持计划期限届满并实施完成，增持金额为人民币725,737,870元。据2026年6月2日公告，公司已办理完毕7,059,200股回购股份的注销手续。	公司在半导体制造领域的相关产品主要包括光刻胶单体与光刻胶树脂，互动平台披露，目前已完成了部分光致产酸剂产品的开发，该产品用于半导体光刻胶领域，正在积极开展下游市场推广工作	2026-05-11\|17.31\|2.31\|17.06\|17.43\|16.97\|201598;2026-05-12\|17.10\|-1.21\|17.30\|17.30\|16.92\|155350;2026-05-13\|17.43\|1.93\|16.93\|17.43\|16.81\|197354;2026-05-14\|17.34\|-0.52\|17.43\|17.67\|16.99\|257093;2026-05-15\|18.08\|4.27\|17.36\|18.40\|17.36\|454829;2026-05-18\|17.94\|-0.77\|17.96\|18.14\|17.56\|292992;2026-05-19\|17.99\|0.28\|17.83\|18.00\|17.39\|267609;2026-05-20\|18.23\|1.33\|17.91\|18.60\|17.81\|382105;2026-05-21\|16.83\|-7.68\|18.35\|18.51\|16.79\|536366;2026-05-22\|17.31\|2.85\|16.96\|17.36\|16.86\|313458;2026-05-25\|17.47\|0.92\|17.35\|17.64\|17.00\|258689;2026-05-26\|17.23\|-1.37\|17.64\|17.64\|16.90\|248135;2026-05-27\|16.57\|-3.83\|17.26\|17.64\|16.47\|336110;2026-05-28\|16.50\|-0.42\|16.40\|16.60\|15.92\|268369;2026-05-29\|14.85\|-10.00\|16.45\|16.45\|14.85\|431984;2026-06-01\|14.57\|-1.89\|14.73\|15.04\|14.49\|251561;2026-06-02\|14.29\|-1.92\|14.53\|14.61\|14.14\|200211;2026-06-03\|14.34\|0.35\|14.32\|14.70\|14.18\|229185;2026-06-04\|14.32\|-0.14\|14.16\|14.50\|14.06\|159413;2026-06-05\|14.41\|0.63\|14.25\|14.80\|13.58\|304157;2026-06-08\|13.72\|-4.79\|14.00\|14.36\|13.58\|220687;2026-06-09\|14.37\|4.74\|13.88\|14.42\|13.57\|207870;2026-06-10\|14.63\|1.81\|14.15\|14.77\|14.10\|248690;2026-06-11\|15.46\|6.55\|14.48\|15.80\|14.34\|489526;2026-06-12\|14.86\|-3.88\|15.60\|16.03\|14.79\|435119;2026-06-15\|16.12\|8.48\|15.09\|16.21\|14.97\|390149;2026-06-16\|16.90\|4.84\|16.14\|17.09\|16.00\|407990;2026-06-17\|17.64\|4.38\|16.90\|17.84\|16.79\|398222;2026-06-18\|17.72\|0.45\|17.56\|17.87\|17.26\|338491;2026-06-22\|17.81\|0.51\|17.60\|17.95\|17.37\|331724;2026-06-23\|17.74\|-0.39\|17.77\|18.12\|17.33\|316632;2026-06-24\|19.51\|9.98\|17.77\|19.51\|17.48\|521598;2026-06-25\|19.08\|-2.20\|20.09\|20.43\|18.84\|545924;2026-06-26\|19.44\|1.89\|19.11\|20.45\|19.11\|496781;2026-06-29\|19.62\|0.93\|19.98\|20.60\|18.95\|590608;2026-06-30\|20.95\|6.78\|19.52\|21.16\|19.46\|555494;2026-07-01\|21.82\|4.15\|21.00\|22.22\|20.81\|573787;2026-07-02\|21.00\|-3.76\|21.00\|21.90\|20.05\|470415;2026-07-03\|20.25\|-3.57\|20.56\|21.35\|19.90\|424188;2026-07-06\|20.00\|-1.23\|20.32\|20.58\|19.38\|345820;2026-07-07\|20.22\|1.10\|19.68\|20.39\|19.53\|279393;2026-07-08\|18.90\|-6.53\|20.04\|20.36\|18.88\|385464;2026-07-09\|19.14\|1.27\|18.89\|19.17\|18.54\|304017;2026-07-10\|17.92\|-6.37\|19.09\|19.58\|17.92\|400710;2026-07-13\|16.44\|-8.26\|17.64\|17.98\|16.38\|387477;2026-07-14\|16.51\|0.43\|16.46\|16.64\|15.90\|302496;2026-07-15\|16.06\|-2.73\|16.66\|16.74\|15.87\|270910;2026-07-16\|15.47\|-3.67\|15.79\|16.02\|15.40\|296284;2026-07-17\|14.09\|-8.92\|15.40\|15.47\|14.07\|315895;2026-07-20\|13.06\|-7.31\|14.50\|14.92\|12.71\|430521;2026-07-21\|13.50\|3.37\|13.11\|13.67\|12.32\|399159;2026-07-22\|13.00\|-3.70\|13.21\|13.45\|12.91\|298226;2026-07-23\|13.10\|0.77\|12.97\|13.23\|12.85\|225876;2026-07-24\|12.82\|-2.14\|12.93\|13.22\|12.78\|174350;2026-07-27\|13.13\|2.42\|12.82\|13.19\|12.67\|196777;2026-07-28\|12.90\|-1.75\|13.00\|13.42\|12.83\|253531;2026-07-29\|12.94\|0.31\|12.86\|12.98\|12.46\|252052;2026-07-30\|12.48\|-3.55\|12.78\|12.98\|12.40\|218563;2026-07-31\|12.78\|2.40\|12.99\|13.35\|12.75\|290352;2026-08-03\|12.88\|0.78\|12.77\|12.93\|12.63\|202438;2026-08-04\|13.28\|3.11\|12.93\|13.35\|12.87\|220284;2026-08-05\|13.78\|3.77\|13.27\|13.94\|13.22\|262540;2026-08-06\|13.82\|0.29\|13.69\|13.89\|13.48\|252484;2026-08-07\|14.15\|2.39\|13.89\|14.27\|13.65\|278081;2026-08-10\|14.09\|-0.42\|14.22\|14.43\|13.92\|208350;2026-08-11\|13.98\|-0.78\|14.00\|14.24\|13.88\|162569;2026-08-12\|14.03\|0.36\|14.02\|14.16\|13.95\|171177;2026-08-13\|13.85\|-1.28\|14.19\|14.24\|13.85\|208237;2026-08-14\|14.27\|3.03\|13.88\|14.35\|13.85\|248383;2026-08-17\|14.63\|2.52\|14.28\|14.63\|14.01\|248372;2026-08-18\|14.37\|-1.78\|14.59\|14.70\|14.20\|207088;2026-08-19\|13.71\|-4.59\|14.07\|14.32\|13.69\|221273;2026-08-20\|13.98\|1.97\|13.89\|14.20\|13.60\|157363;2026-08-21\|13.88\|-0.72\|13.85\|13.95\|13.57\|125926;2026-08-24\|12.98\|-6.48\|13.42\|13.42\|12.72\|327585;2026-08-25\|13.02\|0.31\|12.81\|13.07\|12.51\|165618;2026-08-26\|12.99\|-0.23\|13.07\|13.26\|12.88\|122766;2026-08-27\|13.35\|2.77\|12.95\|13.36\|12.90\|139710;2026-08-28\|13.26\|-0.67\|13.35\|13.57\|13.23\|129306;2026-08-31\|13.32\|0.45\|13.01\|13.34\|12.95\|117032;2026-09-01\|13.12\|-1.50\|13.24\|13.34\|13.03\|143682;2026-09-02\|12.91\|-1.60\|12.99\|13.04\|12.83\|128196;2026-09-03\|12.80\|-0.85\|12.99\|13.01\|12.71\|103128;2026-09-04\|12.60\|-1.56\|12.89\|12.99\|12.52\|137339;2026-09-07\|12.72\|0.95\|12.66\|12.80\|12.59\|101604;2026-09-08\|12.75\|0.24\|12.73\|12.79\|12.62\|104641;2026-09-09\|12.89\|1.10\|12.77\|13.01\|12.75\|143324;2026-09-10\|13.11\|1.71\|12.80\|13.46\|12.76\|284777;2026-09-11\|12.81\|-2.29\|13.02\|13.06\|12.50\|205301;2026-09-14\|12.89\|0.62\|12.70\|12.91\|12.53\|128995	电子化学品平台+钙钛矿/固态电池材料+OLED/光刻胶上游。实控人中国节能环保集团。钙钛矿光伏用胶膜已完成开发并送样验证；1500吨/年PEI产线试生产，下游用于光纤连接器、AI服务器高频PCB基材；子公司九目化学是OLED升华前材料龙头（全球市占率20%+）；启动硫化物固态电解质中试线建设。2026Q1营收同比+17.89%、净利+9.96%。2026-06-24涨停(19.51元)，主力净流入约1.57亿。
116643	消息称台积电先进制程代工将全线涨价	涨停揭秘：国内唯一具备光刻物镜研发制造能力企业，直接受益于半导体设备零部件国产替代与台积电涨价传导；涨停缘由：为ASML提供光刻机核心光学部件，技术壁垒极高；在高端显微镜、激光雷达光学元件领域持续放量；设备零部件国产化政策支持力度加大；资金逻辑：设备链情绪升温带动上游精密光学标的，同属光学赛道的腾景科技、福晶科技同步活跃，资金聚焦高壁垒环节；风险提示：光刻物镜收入占比较小且客户集中度高；短期业绩弹性受限于ASML订单节奏，缺乏明确量产公告支撑	公司能提供光刻物镜	2026-05-11\|141.00\|8.23\|131.50\|142.63\|131.50\|42748;2026-05-12\|138.18\|-2.00\|140.99\|142.50\|135.87\|26144;2026-05-13\|141.51\|2.41\|136.32\|142.98\|134.35\|34942;2026-05-14\|141.48\|-0.02\|141.51\|145.88\|138.18\|26127;2026-05-15\|140.45\|-0.73\|143.48\|147.80\|138.60\|25480;2026-05-18\|140.90\|0.32\|138.00\|141.68\|135.00\|37444;2026-05-19\|145.49\|3.26\|140.10\|146.91\|139.99\|30659;2026-05-20\|151.40\|4.06\|144.34\|152.76\|143.50\|39036;2026-05-21\|145.35\|-4.00\|151.40\|153.99\|144.20\|25475;2026-05-22\|147.51\|1.49\|146.22\|149.39\|144.00\|20317;2026-05-25\|143.37\|-2.81\|147.90\|149.00\|142.03\|22596;2026-05-26\|141.01\|-1.65\|142.93\|143.56\|137.10\|23993;2026-05-27\|139.58\|-1.01\|142.64\|146.70\|138.22\|18162;2026-05-28\|140.32\|0.53\|138.83\|141.38\|135.99\|17128;2026-05-29\|130.98\|-6.66\|141.97\|141.97\|129.44\|23672;2026-06-01\|125.82\|-3.94\|130.98\|132.50\|125.55\|17498;2026-06-02\|124.50\|-1.05\|125.80\|127.35\|123.01\|14127;2026-06-03\|123.66\|-0.67\|126.00\|126.90\|121.88\|18816;2026-06-04\|123.74\|0.06\|121.84\|125.50\|121.00\|10491;2026-06-05\|123.83\|0.07\|124.00\|126.73\|120.05\|14904;2026-06-08\|115.68\|-6.58\|117.81\|120.99\|113.15\|21018;2026-06-09\|119.23\|3.07\|117.75\|119.42\|115.62\|13619;2026-06-10\|117.67\|-1.31\|119.00\|119.00\|115.51\|9987;2026-06-11\|117.96\|0.25\|115.00\|121.00\|115.00\|14759;2026-06-12\|117.30\|-0.56\|120.99\|122.79\|116.95\|13120;2026-06-15\|122.15\|4.13\|117.30\|122.25\|116.01\|15571;2026-06-16\|124.02\|1.53\|122.32\|124.39\|120.28\|15901;2026-06-17\|126.26\|2.55\|121.39\|126.31\|121.22\|18571;2026-06-18\|124.90\|-1.08\|126.17\|126.17\|122.64\|19387;2026-06-22\|117.49\|-5.93\|124.90\|124.90\|114.39\|33006;2026-06-23\|120.81\|2.83\|117.49\|122.00\|115.00\|21991;2026-06-24\|132.89\|10.00\|120.00\|132.89\|117.85\|32310;2026-06-25\|131.30\|-1.20\|136.88\|136.88\|129.63\|32532;2026-06-26\|137.76\|4.92\|130.76\|139.80\|129.63\|39677;2026-06-29\|141.60\|2.79\|136.03\|142.86\|134.52\|42649;2026-06-30\|146.95\|3.78\|140.00\|146.98\|136.23\|39756;2026-07-01\|139.10\|-5.34\|146.97\|146.98\|137.70\|28457;2026-07-02\|133.32\|-4.16\|134.08\|140.00\|132.61\|21774;2026-07-03\|127.11\|-4.66\|134.00\|134.96\|127.02\|22956;2026-07-06\|121.05\|-4.77\|128.52\|129.16\|119.20\|21355;2026-07-07\|122.76\|1.41\|122.26\|124.89\|119.05\|15674;2026-07-08\|120.56\|-1.79\|122.58\|123.76\|116.31\|12522;2026-07-09\|123.20\|2.19\|120.28\|123.83\|118.20\|14161;2026-07-10\|120.85\|-1.91\|123.27\|128.50\|120.78\|16836;2026-07-13\|111.22\|-7.97\|119.93\|120.22\|110.92\|19527;2026-07-14\|110.50\|-0.65\|111.87\|113.00\|106.00\|14177;2026-07-15\|105.40\|-4.62\|109.83\|112.26\|104.67\|14799;2026-07-16\|102.39\|-2.86\|105.00\|106.50\|101.66\|12672;2026-07-17\|94.23\|-7.97\|102.00\|102.00\|94.00\|16919;2026-07-20\|90.00\|-4.49\|95.39\|96.50\|87.00\|18822;2026-07-21\|95.48\|6.09\|92.89\|96.47\|87.40\|20990;2026-07-22\|91.99\|-3.66\|94.00\|96.80\|91.51\|13828;2026-07-23\|91.45\|-0.59\|91.97\|93.19\|90.21\|9814;2026-07-24\|90.27\|-1.29\|91.00\|92.10\|89.26\|7409;2026-07-27\|92.42\|2.38\|91.90\|92.80\|89.05\|9708;2026-07-28\|101.66\|10.00\|101.66\|101.66\|101.66\|18840;2026-07-29\|93.06\|-8.46\|100.65\|101.01\|91.49\|43066;2026-07-30\|86.40\|-7.16\|88.50\|91.50\|86.40\|24384;2026-07-31\|88.01\|1.86\|88.97\|91.28\|88.00\|17904;2026-08-03\|89.21\|1.36\|86.91\|89.75\|86.80\|11736;2026-08-04\|92.93\|4.17\|89.23\|94.30\|89.23\|14216;2026-08-05\|102.22\|10.00\|94.79\|102.22\|93.00\|20489;2026-08-06\|105.07\|2.79\|101.50\|107.74\|100.02\|31955;2026-08-07\|105.16\|0.09\|104.54\|106.20\|103.50\|17825;2026-08-10\|103.22\|-1.84\|105.16\|105.20\|101.85\|12413;2026-08-11\|101.69\|-1.48\|103.00\|103.69\|101.18\|13843;2026-08-12\|102.87\|1.16\|102.00\|105.18\|101.01\|14097;2026-08-13\|102.78\|-0.09\|103.81\|105.95\|102.50\|12352;2026-08-14\|106.08\|3.21\|104.86\|107.44\|102.80\|17495;2026-08-17\|107.44\|1.28\|104.99\|107.75\|104.50\|12615;2026-08-18\|109.00\|1.45\|107.58\|109.38\|105.96\|12953;2026-08-19\|102.40\|-6.05\|107.96\|108.86\|101.80\|16920;2026-08-20\|107.26\|4.75\|102.40\|108.91\|102.40\|15905;2026-08-21\|106.87\|-0.36\|106.68\|109.66\|105.28\|12792;2026-08-24\|104.90\|-1.84\|105.64\|107.83\|102.47\|10745;2026-08-25\|105.13\|0.22\|102.27\|105.85\|100.88\|9938;2026-08-26\|106.87\|1.66\|105.13\|107.30\|104.11\|9587;2026-08-27\|107.28\|0.38\|106.50\|108.20\|104.69\|11341;2026-08-28\|105.33\|-1.82\|107.53\|108.32\|105.28\|9392;2026-08-31\|115.86\|10.00\|103.94\|115.86\|103.30\|27823;2026-09-01\|113.72\|-1.85\|115.86\|119.92\|112.50\|30968;2026-09-02\|111.38\|-2.06\|113.70\|115.58\|109.00\|21308;2026-09-03\|112.18\|0.72\|112.99\|117.91\|110.00\|17238;2026-09-04\|107.55\|-4.13\|111.00\|114.98\|106.58\|15964;2026-09-07\|108.33\|0.73\|108.22\|110.22\|107.00\|12074;2026-09-08\|105.72\|-2.41\|107.07\|108.78\|104.90\|13119;2026-09-09\|105.65\|-0.07\|105.69\|108.49\|104.66\|10750;2026-09-10\|104.01\|-1.55\|104.51\|105.50\|103.00\|8038;2026-09-11\|102.68\|-1.28\|102.90\|103.86\|99.50\|11321;2026-09-14\|105.94\|3.17\|102.29\|107.21\|101.11\|10557	激光雷达光学元件龙头+光刻机/半导体检测镜头+医疗光学。为禾赛科技、图达通、法雷奥等供应激光雷达发射/接收光学元件，已批量用于L3/L4自动驾驶。LDI光刻机镜头及光刻检测系统核心光学模组切入PCB光刻设备及半导体检测供应链。收购江丰生物22.5%布局数字病理AI。2025年度分红率45.33%。2026-06-24涨停(132.89元)。
116642	消息称台积电先进制程代工将全线涨价	算力租赁+光模块+英伟达+武汉国资行业原因： 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4月29日年报，公司已构建以航锦武汉从事算力服务、上海航锦云从事云业务的全域矩阵式产品及服务体系，为各类用户提供全栈式解决方案。 2、据2025年7月15日互动易，控股子公司超擎数智的800G光模块产品面向数据中心及高性能计算领域，是整体解决方案的重要部分。 3、据2026年6月24日互动易，公司采用英伟达高性能服务器为客户提供算力服务。 4、据2026年4月29日年报及一季报，公司智算算力、电子、化工三大板块协同发展，2026年一季度归母净利润同比增长213.64%；公司实控人为武汉市国资委。	1、公司是一家在国产军工芯片领域具有重要地位的企业，旗下子公司长沙韶光研发的高性能 GPU 芯片 SG6931 支持 2D/3D 图形加速等功能，还有反熔丝 FPGA 芯片因抗辐射等特性用于战机等关键设备，此外公司产品还涵盖模拟芯片、存储芯片、总线接口芯片等； 2、公司智算算力板块已部署GPU服务器集群，自持服务器约1400台、运算能力1.5万P，为多家大型终端客户提供算力租赁及全栈解决方案，旗下超擎数智为DeepSeek提供光模块和交换机	2026-05-11\|18.14\|-3.61\|18.49\|18.67\|17.57\|748288;2026-05-12\|17.46\|-3.75\|18.04\|18.14\|17.38\|490356;2026-05-13\|17.73\|1.55\|17.46\|17.97\|17.15\|451777;2026-05-14\|17.55\|-1.02\|18.00\|18.40\|17.51\|616632;2026-05-15\|16.75\|-4.56\|17.77\|18.05\|16.60\|540280;2026-05-18\|16.34\|-2.45\|16.76\|17.20\|16.19\|366298;2026-05-19\|16.51\|1.04\|16.32\|16.79\|16.10\|303765;2026-05-20\|15.68\|-5.03\|16.30\|16.44\|15.67\|319058;2026-05-21\|14.62\|-6.76\|15.85\|15.85\|14.56\|376065;2026-05-22\|16.08\|9.99\|14.80\|16.08\|14.56\|472752;2026-05-25\|16.34\|1.62\|16.78\|16.78\|16.09\|415576;2026-05-26\|15.67\|-4.10\|16.34\|16.35\|15.39\|319985;2026-05-27\|15.01\|-4.21\|15.70\|15.75\|14.89\|285032;2026-05-28\|15.20\|1.27\|14.96\|15.44\|14.80\|274067;2026-05-29\|14.46\|-4.87\|15.12\|15.37\|14.37\|262890;2026-06-01\|14.46\|0.00\|14.54\|14.65\|14.26\|183930;2026-06-02\|14.14\|-2.21\|14.40\|14.40\|13.80\|206502;2026-06-03\|14.03\|-0.78\|14.08\|14.29\|13.87\|167983;2026-06-04\|13.66\|-2.64\|13.80\|13.97\|13.55\|170198;2026-06-05\|13.70\|0.29\|13.66\|13.96\|13.24\|208267;2026-06-08\|12.92\|-5.69\|13.20\|13.46\|12.75\|227470;2026-06-09\|13.17\|1.94\|13.01\|13.19\|12.54\|177577;2026-06-10\|12.89\|-2.13\|12.91\|13.34\|12.75\|154112;2026-06-11\|12.41\|-3.72\|12.90\|13.12\|12.32\|202719;2026-06-12\|12.39\|-0.16\|12.50\|12.59\|12.14\|277597;2026-06-15\|12.85\|3.71\|12.40\|12.91\|12.33\|218736;2026-06-16\|12.92\|0.54\|12.80\|13.07\|12.52\|179050;2026-06-17\|12.71\|-1.63\|12.95\|13.09\|12.63\|159731;2026-06-18\|12.35\|-2.83\|12.59\|12.64\|12.34\|160183;2026-06-22\|12.71\|2.92\|12.16\|12.74\|11.95\|271582;2026-06-23\|12.24\|-3.70\|12.59\|12.72\|12.16\|165010;2026-06-24\|13.46\|9.97\|12.20\|13.46\|11.77\|460735;2026-06-25\|14.81\|10.03\|13.92\|14.81\|13.92\|205705;2026-06-26\|13.97\|-5.67\|15.55\|15.75\|13.71\|958782;2026-06-29\|13.20\|-5.51\|13.47\|14.19\|13.02\|529991;2026-06-30\|14.52\|10.00\|13.08\|14.52\|12.67\|515864;2026-07-01\|14.85\|2.27\|14.55\|15.18\|14.26\|768459;2026-07-02\|15.02\|1.14\|14.37\|15.44\|14.15\|637426;2026-07-03\|14.58\|-2.93\|14.82\|15.10\|14.30\|450878;2026-07-06\|15.41\|5.69\|14.67\|15.69\|14.66\|598696;2026-07-07\|15.56\|0.97\|16.95\|16.95\|15.20\|858417;2026-07-08\|14.19\|-8.80\|15.65\|15.67\|14.00\|620123;2026-07-09\|14.02\|-1.20\|13.85\|14.65\|13.58\|467358;2026-07-10\|14.23\|1.50\|13.75\|14.67\|13.61\|521587;2026-07-13\|13.09\|-8.01\|14.04\|14.10\|13.08\|415481;2026-07-14\|12.81\|-2.14\|12.98\|13.28\|12.47\|303926;2026-07-15\|12.88\|0.55\|12.81\|13.06\|12.53\|231936;2026-07-16\|13.04\|1.24\|12.61\|13.38\|12.60\|281473;2026-07-17\|12.40\|-4.91\|12.88\|13.25\|12.32\|300256;2026-07-20\|12.58\|1.45\|12.70\|13.27\|12.13\|329910;2026-07-21\|12.70\|0.95\|12.37\|12.73\|11.50\|380263;2026-07-22\|12.59\|-0.87\|12.45\|12.84\|12.36\|261043;2026-07-23\|12.92\|2.62\|12.54\|12.95\|12.37\|237394;2026-07-24\|12.02\|-6.97\|12.69\|12.74\|12.02\|258871;2026-07-27\|12.43\|3.41\|12.02\|12.45\|11.77\|201775;2026-07-28\|12.28\|-1.21\|12.20\|12.44\|12.10\|150931;2026-07-29\|12.47\|1.55\|12.26\|12.62\|12.15\|178865;2026-07-30\|12.05\|-3.37\|12.35\|12.55\|12.03\|199828;2026-07-31\|12.54\|4.07\|12.45\|12.70\|12.40\|267403;2026-08-03\|13.40\|6.86\|12.55\|13.79\|12.54\|510764;2026-08-04\|13.62\|1.64\|13.40\|13.70\|13.28\|342074;2026-08-05\|13.69\|0.51\|13.45\|13.85\|13.45\|340137;2026-08-06\|13.54\|-1.10\|13.61\|13.83\|13.40\|238941;2026-08-07\|13.49\|-0.37\|13.56\|13.60\|13.19\|217732;2026-08-10\|13.82\|2.45\|13.59\|13.88\|13.44\|211423;2026-08-11\|13.67\|-1.09\|13.78\|13.87\|13.49\|151411;2026-08-12\|13.88\|1.54\|13.80\|13.94\|13.55\|186942;2026-08-13\|13.48\|-2.88\|14.15\|14.22\|13.48\|251669;2026-08-14\|13.45\|-0.22\|13.60\|13.70\|13.26\|205839;2026-08-17\|13.46\|0.07\|13.45\|13.52\|13.20\|176557;2026-08-18\|12.90\|-4.16\|13.46\|13.47\|12.86\|242940;2026-08-19\|12.02\|-6.82\|12.58\|12.64\|12.00\|252719;2026-08-20\|11.96\|-0.50\|12.26\|12.28\|11.88\|167082;2026-08-21\|12.02\|0.50\|11.90\|12.02\|11.66\|138819;2026-08-24\|11.70\|-2.66\|12.00\|12.03\|11.61\|150191;2026-08-25\|12.00\|2.56\|11.56\|12.08\|11.55\|157351;2026-08-26\|12.15\|1.25\|11.95\|12.47\|11.91\|203838;2026-08-27\|12.36\|1.73\|12.00\|12.49\|12.00\|187281;2026-08-28\|12.41\|0.40\|12.31\|12.55\|12.30\|158641;2026-08-31\|12.52\|0.89\|12.31\|12.55\|12.22\|147156;2026-09-01\|12.52\|0.00\|12.51\|12.66\|12.43\|117557;2026-09-02\|12.53\|0.08\|12.38\|12.60\|12.31\|123220;2026-09-03\|12.46\|-0.56\|12.58\|12.64\|12.35\|94929;2026-09-04\|12.24\|-1.77\|12.50\|12.59\|12.18\|133222;2026-09-07\|12.24\|0.00\|12.27\|12.35\|12.20\|84692;2026-09-08\|12.26\|0.16\|12.25\|12.34\|12.18\|89864;2026-09-09\|12.24\|-0.16\|12.29\|12.31\|12.03\|95792;2026-09-10\|12.07\|-1.39\|12.18\|12.20\|12.04\|78830;2026-09-11\|11.80\|-2.24\|11.96\|11.96\|11.58\|152663;2026-09-14\|11.68\|-1.02\|11.78\|11.85\|11.64\|88884	算力GPU+军工电子+氢能源。子公司长沙韶光、武汉导航院布局GPU/FPGA及AI算力芯片，被市场视为英伟达替代预期标的，叠加东数西算、算力租赁概念反复活跃。军工电子：主营环氧丙烷+军工元器件（集成电路、微波组件），具有军工电子白马属性。近期算力硬件（PCB、液冷、光模块）反弹，资金挖掘超跌老妖股做反弹，叠加部分资金博弈中报预期或资产重组预期。2026-06-25涨停(14.81元)。
116641	消息称台积电先进制程代工将全线涨价	涨停揭秘：公司SPD5 EEPROM产品通过澜起科技及内存模组厂商测试认证，叠加闪迪股价创历史新高，存储芯片板块情绪回暖，带动EEPROM龙头上涨；涨停缘由：SPD5 EEPROM及SPD5+TSEEPROM通过下游内存模组厂商认证；DDR5渗透率快速提升拉动配套芯片需求；公司为国内EEPROM绝对龙头，市占率超40%；存储行业库存去化接近尾声；资金逻辑：资金回流半导体细分赛道，公司估值处于历史30%分位，叠加技术面MACD底背离，触发反弹行情；风险提示：SPD芯片单价较低，对整体营收拉动有限；内存模组厂商集中度高，议价能力偏弱。	公司为国内EEPROM龙头，针对最新的DDR5内存技术，公司与澜起科技合作开发的SPD5 EEPROM、SPD5+TSEEPROM产品己通过部分下游内存模组厂商的测试认证	2026-05-11\|151.53\|15.98\|138.02\|154.19\|136.50\|245474;2026-05-12\|158.70\|4.73\|150.00\|165.87\|148.80\|232570;2026-05-13\|168.36\|6.09\|156.00\|171.26\|151.00\|215267;2026-05-14\|171.70\|1.98\|177.00\|180.88\|169.10\|228378;2026-05-15\|163.00\|-5.07\|178.00\|181.81\|159.50\|206536;2026-05-18\|159.57\|-2.10\|166.00\|166.58\|158.79\|166053;2026-05-19\|164.83\|3.30\|155.58\|165.38\|150.99\|146366;2026-05-20\|165.00\|0.10\|164.00\|167.67\|160.55\|128894;2026-05-21\|153.90\|-6.73\|169.50\|176.50\|153.01\|155396;2026-05-22\|156.58\|1.74\|155.58\|158.50\|151.80\|129315;2026-05-25\|155.37\|-0.77\|156.50\|156.98\|149.71\|130852;2026-05-26\|147.50\|-5.07\|153.00\|154.88\|144.05\|128333;2026-05-27\|141.41\|-4.13\|152.30\|153.00\|140.09\|126145;2026-05-28\|141.47\|0.04\|140.76\|144.50\|137.50\|98586;2026-05-29\|132.97\|-6.01\|142.00\|142.89\|131.00\|113711;2026-06-01\|127.67\|-3.99\|138.00\|140.18\|127.02\|95094;2026-06-02\|127.20\|-0.37\|131.11\|131.11\|123.62\|82571;2026-06-03\|136.28\|7.14\|129.30\|145.55\|128.30\|155313;2026-06-04\|137.60\|0.97\|135.51\|140.21\|134.00\|99181;2026-06-05\|129.58\|-5.83\|132.00\|134.86\|128.60\|94411;2026-06-08\|121.43\|-6.29\|123.00\|125.70\|119.50\|87973;2026-06-09\|126.58\|4.24\|124.30\|127.45\|121.30\|77599;2026-06-10\|123.30\|-2.59\|124.50\|127.44\|120.50\|67010;2026-06-11\|121.00\|-1.87\|123.38\|124.50\|119.70\|60583;2026-06-12\|121.51\|0.42\|126.00\|130.50\|120.79\|109308;2026-06-15\|131.79\|8.46\|123.00\|133.33\|119.86\|109024;2026-06-16\|131.97\|0.14\|133.90\|135.33\|130.53\|84932;2026-06-17\|139.11\|5.41\|130.01\|139.49\|128.21\|140345;2026-06-18\|138.91\|-0.14\|138.00\|141.88\|137.00\|124407;2026-06-22\|136.99\|-1.38\|138.90\|142.56\|131.55\|144022;2026-06-23\|138.23\|0.91\|135.00\|146.66\|130.00\|147535;2026-06-24\|165.88\|20.00\|134.89\|165.88\|134.00\|266658;2026-06-25\|187.80\|13.21\|175.00\|188.50\|170.90\|313793;2026-06-26\|189.44\|0.87\|190.00\|200.00\|184.58\|237944;2026-06-29\|202.00\|6.63\|191.68\|203.87\|182.00\|220267;2026-06-30\|212.60\|5.25\|206.98\|219.80\|195.51\|192963;2026-07-01\|215.00\|1.13\|214.61\|228.98\|211.50\|188939;2026-07-02\|195.99\|-8.84\|199.60\|210.39\|191.03\|164649;2026-07-03\|204.00\|4.09\|191.92\|211.49\|189.00\|147334;2026-07-06\|214.99\|5.39\|210.12\|221.50\|197.77\|180473;2026-07-07\|212.54\|-1.14\|208.00\|212.54\|186.00\|187028;2026-07-08\|191.69\|-9.81\|205.80\|216.70\|190.02\|176131;2026-07-09\|217.12\|13.27\|199.83\|218.65\|185.88\|195460;2026-07-10\|204.01\|-6.04\|218.02\|235.99\|204.01\|174192;2026-07-13\|185.00\|-9.32\|198.08\|204.00\|182.88\|130063;2026-07-14\|197.93\|6.99\|186.55\|199.00\|184.02\|115443;2026-07-15\|173.32\|-12.43\|204.00\|204.93\|171.88\|149757;2026-07-16\|158.29\|-8.67\|166.36\|174.89\|156.30\|122041;2026-07-17\|132.10\|-16.55\|156.22\|157.90\|130.03\|157162;2026-07-20\|118.50\|-10.30\|138.10\|140.00\|112.00\|161968;2026-07-21\|133.92\|13.01\|121.10\|135.31\|105.40\|204335;2026-07-22\|132.41\|-1.13\|131.39\|141.49\|129.00\|145799;2026-07-23\|124.00\|-6.35\|135.00\|136.38\|123.00\|100847;2026-07-24\|127.52\|2.84\|122.02\|132.00\|120.01\|109503;2026-07-27\|131.23\|2.91\|128.58\|132.50\|120.03\|110966;2026-07-28\|116.64\|-11.12\|125.92\|130.90\|115.23\|113437;2026-07-29\|115.20\|-1.23\|115.88\|118.83\|107.22\|133413;2026-07-30\|110.67\|-3.93\|113.99\|117.99\|108.20\|121375;2026-07-31\|112.63\|1.77\|123.60\|125.35\|112.20\|138659;2026-08-03\|103.00\|-8.55\|110.00\|111.50\|102.20\|102758;2026-08-04\|112.50\|9.22\|103.21\|114.87\|101.50\|89509;2026-08-05\|120.00\|6.67\|112.00\|121.61\|111.61\|106899;2026-08-06\|120.36\|0.30\|115.58\|123.00\|115.00\|86008;2026-08-07\|128.72\|6.95\|121.55\|129.91\|118.78\|125658;2026-08-10\|131.10\|1.85\|129.98\|134.43\|125.74\|108940;2026-08-11\|128.99\|-1.61\|129.35\|132.96\|126.50\|82529;2026-08-12\|140.40\|8.85\|129.58\|140.97\|127.89\|136246;2026-08-13\|138.88\|-1.08\|145.54\|148.26\|138.53\|150334;2026-08-14\|143.81\|3.55\|142.00\|146.38\|140.36\|91596;2026-08-17\|145.20\|0.97\|143.00\|145.95\|138.69\|128756;2026-08-18\|150.00\|3.31\|147.25\|154.00\|144.21\|134732;2026-08-19\|141.40\|-5.73\|140.90\|153.50\|137.77\|151136;2026-08-20\|140.93\|-0.33\|144.00\|144.00\|136.95\|108010;2026-08-21\|138.89\|-1.45\|141.98\|143.98\|136.02\|90062;2026-08-24\|132.41\|-4.67\|138.00\|138.00\|128.86\|82067;2026-08-25\|130.03\|-1.80\|130.72\|132.17\|124.00\|70595;2026-08-26\|130.50\|0.36\|132.50\|132.83\|125.01\|65280;2026-08-27\|139.83\|7.15\|131.01\|141.99\|130.62\|94281;2026-08-28\|135.82\|-2.87\|139.64\|145.17\|135.78\|69708;2026-08-31\|141.03\|3.84\|132.89\|142.25\|132.00\|65165;2026-09-01\|134.56\|-4.59\|140.19\|142.40\|133.09\|66611;2026-09-02\|130.05\|-3.35\|131.87\|133.66\|129.03\|43872;2026-09-03\|132.06\|1.55\|131.00\|134.47\|129.18\|48586;2026-09-04\|125.26\|-5.15\|133.99\|134.40\|124.10\|63005;2026-09-07\|137.79\|10.00\|130.00\|142.13\|128.52\|117956;2026-09-08\|139.22\|1.04\|138.00\|146.00\|137.00\|71151;2026-09-09\|134.60\|-3.32\|141.00\|141.62\|134.03\|58215;2026-09-10\|132.77\|-1.36\|133.89\|137.43\|132.03\|55260;2026-09-11\|129.67\|-2.33\|129.90\|133.98\|124.35\|87211;2026-09-14\|128.92\|-0.58\|126.00\|130.32\|123.01\|48905	DDR5 SPD EEPROM全球双寡头(与澜起并列)+AI服务器内存配套+车规EEPROM。SPD芯片是每根DDR5必备组件，客户覆盖三星/海力士/美光。AI服务器SPD用量为传统3-4倍(英伟达Rubin单GPU配8颗SPD)，DDR5渗透率2026年逼近90%。新增VPD芯片通过三星认证Q2批量出货，单价毛利率高于SPD。国内唯一全系列车规EEPROM供应商，进入大众/特斯拉/比亚迪/Tier1供应链。长鑫IPO+存储板块重估。2026-06-24 20CM涨停(165.88元)。
116640	消息称台积电先进制程代工将全线涨价	证券+间接持有长鑫存储股份+财富管理+安徽国资行业原因： 1、财政部6月22日公布数据显示，今年前五个月证券交易印花税1262亿元，同比增长88.8%，市场交投活跃为券商业绩提供扎实支撑。 2、硬科技IPO红利持续释放，2026年科创板和创业板已迎来20只新股，长鑫科技等明星项目蓄势待发，券商投行承销与跟投收益增厚预期显著。公司原因： 1、据2026年4月10日互动，公司通过子公司华富瑞兴及华安嘉业，持有安徽安华创新五期风险投资合伙企业(有限合伙)50%份额，该基金持有长鑫存储0.75%股份；公司通过子公司华安嘉业持有安徽皖投安华现代产业投资合伙企业(有限合伙)20%份额，皖投安华专项用于投资国家集成电路产业投资基金二期股份有限公司并持有其3.67%份额，而集成电路基金持有长鑫存储8.73%股份。 2、公司的主营业务是一、二级市场证券投资、交易，以获取手续费及佣金收入、利息收入、投资收益等，公司最终控制人为安徽省国资委。 3、据2025年报，公司财富管理转型成效显著，代销金融产品、投资咨询等高附加值业务保持较快增长，证券自营固定收益投资收益率长期保持业内较高水平。	公司通过安徽安华创新五期及皖投安华参股长鑫科技，截至2025年6月30日，安华创新五期总净值11.52亿元，公司自有资金期末份额50%；公司持有皖投安华20%份额，皖投安华专项用于投资国家集成电路产业投资基金二期股份有限公司	2026-05-11\|5.81\|2.47\|5.69\|5.83\|5.63\|938792;2026-05-12\|5.82\|0.17\|5.80\|5.88\|5.75\|757109;2026-05-13\|5.86\|0.69\|5.80\|5.87\|5.72\|756662;2026-05-14\|5.87\|0.17\|5.91\|6.09\|5.87\|1483448;2026-05-15\|5.71\|-2.73\|5.87\|5.89\|5.66\|919642;2026-05-18\|6.28\|9.98\|6.24\|6.28\|6.10\|3096254;2026-05-19\|6.26\|-0.32\|6.28\|6.36\|6.12\|2891499;2026-05-20\|6.62\|5.75\|6.35\|6.85\|6.35\|3718826;2026-05-21\|7.12\|7.55\|6.93\|7.28\|6.93\|4599438;2026-05-22\|7.32\|2.81\|7.21\|7.51\|7.04\|3737694;2026-05-25\|7.34\|0.27\|7.40\|7.49\|7.21\|2367480;2026-05-26\|7.57\|3.13\|7.22\|7.74\|7.20\|2997714;2026-05-27\|7.64\|0.92\|7.57\|8.16\|7.56\|2831736;2026-05-28\|7.38\|-3.40\|7.64\|7.80\|7.34\|2208775;2026-05-29\|7.17\|-2.85\|7.37\|7.43\|7.12\|2206838;2026-06-01\|7.23\|0.84\|7.23\|7.56\|7.20\|1775139;2026-06-02\|7.11\|-1.66\|7.27\|7.35\|7.03\|1427859;2026-06-03\|7.44\|4.64\|7.08\|7.69\|7.01\|2438118;2026-06-04\|7.53\|1.21\|7.40\|7.58\|7.30\|1719424;2026-06-05\|7.28\|-3.32\|7.39\|7.52\|7.24\|1658632;2026-06-08\|7.03\|-3.43\|7.06\|7.20\|6.90\|1295058;2026-06-09\|7.05\|0.28\|7.08\|7.15\|6.88\|1178271;2026-06-10\|7.45\|5.67\|6.93\|7.51\|6.89\|2370314;2026-06-11\|7.27\|-2.42\|7.39\|7.46\|7.12\|1531097;2026-06-12\|7.35\|1.10\|7.37\|7.51\|7.29\|2265551;2026-06-15\|7.96\|8.30\|7.44\|8.09\|7.38\|3961702;2026-06-16\|8.39\|5.40\|8.00\|8.43\|7.89\|3497545;2026-06-17\|8.79\|4.77\|8.27\|9.05\|8.26\|2798365;2026-06-18\|8.97\|2.05\|8.77\|9.17\|8.62\|2442943;2026-06-22\|9.52\|6.13\|9.00\|9.66\|9.00\|3210082;2026-06-23\|10.46\|9.87\|9.53\|10.47\|9.43\|5270914;2026-06-24\|11.51\|10.04\|10.20\|11.51\|10.20\|5158388;2026-06-25\|12.05\|4.69\|11.99\|12.65\|11.27\|5505432;2026-06-26\|12.14\|0.75\|12.00\|12.91\|11.91\|5061190;2026-06-29\|11.72\|-3.46\|12.59\|12.84\|11.10\|4972928;2026-06-30\|11.11\|-5.20\|11.47\|11.70\|10.99\|3854309;2026-07-01\|12.22\|9.99\|11.28\|12.22\|11.21\|2135071;2026-07-02\|11.95\|-2.21\|12.49\|12.95\|11.61\|4395753;2026-07-03\|10.82\|-9.46\|11.81\|11.98\|10.82\|3937806;2026-07-06\|10.08\|-6.84\|11.04\|11.18\|10.03\|3174802;2026-07-07\|9.82\|-2.58\|10.01\|10.34\|9.75\|2347265;2026-07-08\|9.18\|-6.52\|9.81\|9.89\|9.13\|2655726;2026-07-09\|10.10\|10.02\|9.78\|10.10\|9.67\|3204070;2026-07-10\|9.43\|-6.63\|10.20\|10.39\|9.42\|3912263;2026-07-13\|8.86\|-6.04\|9.29\|9.44\|8.78\|2548643;2026-07-14\|9.20\|5.26\|8.96\|9.28\|8.69\|2531701;2026-07-15\|9.50\|3.26\|9.33\|9.85\|9.30\|3315073;2026-07-16\|8.55\|-10.00\|9.13\|9.20\|8.55\|2931782;2026-07-17\|8.17\|-4.44\|8.55\|8.58\|8.07\|2494461;2026-07-20\|8.08\|-1.10\|8.45\|8.73\|7.82\|2458197;2026-07-21\|8.45\|4.58\|8.08\|8.50\|7.79\|2788919;2026-07-22\|8.61\|1.89\|8.28\|8.86\|8.25\|2775709;2026-07-23\|9.14\|6.16\|8.60\|9.31\|8.52\|3002296;2026-07-24\|9.01\|-1.42\|9.02\|9.14\|8.62\|2924237;2026-07-27\|8.16\|-9.43\|8.74\|8.74\|8.11\|3067728;2026-07-28\|7.42\|-9.07\|7.84\|7.89\|7.38\|3183649;2026-07-29\|7.72\|4.04\|7.43\|7.84\|7.35\|2236024;2026-07-30\|7.58\|-1.81\|7.63\|7.80\|7.47\|1752339;2026-07-31\|7.64\|0.79\|7.88\|7.98\|7.64\|2061085;2026-08-03\|7.66\|0.26\|7.49\|7.68\|7.47\|1231140;2026-08-04\|7.75\|1.17\|7.70\|7.82\|7.67\|1149085;2026-08-05\|8.10\|4.52\|7.73\|8.23\|7.71\|2077107;2026-08-06\|8.10\|0.00\|8.00\|8.16\|7.94\|1183893;2026-08-07\|8.21\|1.36\|8.06\|8.28\|8.00\|1302044;2026-08-10\|8.24\|0.37\|8.26\|8.42\|8.13\|1184525;2026-08-11\|8.20\|-0.49\|8.19\|8.32\|8.16\|931499;2026-08-12\|8.35\|1.83\|8.18\|8.40\|8.17\|1065236;2026-08-13\|8.25\|-1.20\|8.41\|8.47\|8.23\|1151332;2026-08-14\|8.28\|0.36\|8.26\|8.36\|8.16\|883188;2026-08-17\|8.54\|3.14\|8.28\|8.54\|8.24\|1169076;2026-08-18\|8.32\|-2.58\|8.49\|8.54\|8.23\|998624;2026-08-19\|8.08\|-2.88\|8.20\|8.40\|8.05\|1278101;2026-08-20\|8.04\|-0.49\|8.16\|8.20\|7.96\|889775;2026-08-21\|8.17\|1.62\|8.03\|8.21\|7.98\|766122;2026-08-24\|8.19\|0.24\|8.16\|8.40\|8.01\|1128087;2026-08-25\|8.12\|-0.85\|8.09\|8.19\|7.96\|972225;2026-08-26\|8.34\|2.71\|8.11\|8.44\|8.11\|1602089;2026-08-27\|8.42\|0.96\|8.28\|8.44\|8.26\|1515732;2026-08-28\|8.33\|-1.07\|8.37\|8.41\|8.31\|946356;2026-08-31\|8.32\|-0.12\|8.31\|8.36\|8.11\|1114388;2026-09-01\|8.32\|0.00\|8.27\|8.39\|8.22\|988098;2026-09-02\|7.97\|-4.21\|8.21\|8.23\|7.96\|1314533;2026-09-03\|8.16\|2.38\|8.01\|8.22\|7.98\|1252184;2026-09-04\|8.25\|1.10\|8.23\|8.51\|8.19\|1874942;2026-09-07\|8.10\|-1.82\|8.28\|8.40\|8.08\|1268306;2026-09-08\|8.02\|-0.99\|8.11\|8.15\|8.01\|928177;2026-09-09\|8.07\|0.62\|8.05\|8.15\|7.99\|770811;2026-09-10\|8.08\|0.12\|8.04\|8.17\|8.01\|747850;2026-09-11\|7.74\|-4.21\|8.01\|8.02\|7.66\|1299372;2026-09-14\|7.68\|-0.78\|7.66\|7.74\|7.63\|570841	券商+间接持股长鑫/长江存储(存储双巨头影子股)+两融破3万亿。通过参股产业基金间接持有长鑫科技约0.4391%股权(A股券商中间接持股最多之一)，长鑫IPO注册获批带来股权重估。陆家嘴论坛释放科创板利好+两融首破3万亿+券商PB约1.13倍历史低位。推进收购华富基金51%控股权。2025年净利同比+41.92%。近27交易日累计涨幅超100%。2026-06-24涨停(11.51元)。
116639	消息称台积电先进制程代工将全线涨价	商业航天+卫星通信+央企行业原因： 1、据上海证券报1月10日报道，我国2025年12月向ITU申报超20万颗卫星频轨资源，规模空前。 2、据证券时报，当地时间1月9日，美国联邦通信委员会批准下一代卫星星座计划，授权SpaceX在现有已部署8000颗卫星的基础上，增加部署运营7500颗第二代星链卫星，全球获批在轨运行的二代卫星总数超1.5万颗。公司原因： 1、据2025年12月30日互动易，公司Ka波段相控阵天线套片已实现量产，部分射频芯片产品已应用于商业航天领域，但相关销售收入占比较少。 2、据2025年8月28日公告，公司在射频/模拟及数模混合集成电路方面产品谱系齐全，可为客户提供信号链及电源管理相关核心芯片等近千款产品，覆盖卫星通信与导航、商业航天等应用领域。 3、据2025年8月28日公告，公司控股股东为中电科芯片技术集团，2024年入选国务院国资委科改企业名单，实际控制人为国务院国资委。	中国电科旗下，公司为北斗芯片厂商，宽带卫星通信相控阵收发芯片已经量产并实现小批量供货	2026-05-11\|17.80\|0.23\|17.99\|18.14\|17.68\|371895;2026-05-12\|17.30\|-2.81\|17.88\|17.88\|17.17\|255334;2026-05-13\|17.33\|0.17\|17.20\|17.33\|16.85\|264828;2026-05-14\|16.62\|-4.10\|17.33\|17.36\|16.62\|229457;2026-05-15\|16.24\|-2.29\|16.62\|17.05\|16.12\|268437;2026-05-18\|16.46\|1.35\|16.21\|16.79\|16.07\|206043;2026-05-19\|16.37\|-0.55\|16.39\|16.39\|15.88\|216292;2026-05-20\|16.63\|1.59\|16.21\|16.85\|16.15\|235290;2026-05-21\|15.66\|-5.83\|16.82\|16.86\|15.59\|295119;2026-05-22\|16.23\|3.64\|15.75\|16.86\|15.57\|297930;2026-05-25\|16.42\|1.17\|16.10\|16.58\|16.06\|228213;2026-05-26\|15.85\|-3.47\|16.27\|16.31\|15.62\|222427;2026-05-27\|15.64\|-1.32\|15.88\|16.55\|15.55\|263210;2026-05-28\|15.76\|0.77\|15.48\|16.00\|15.18\|215797;2026-05-29\|14.54\|-7.74\|15.74\|15.79\|14.40\|316134;2026-06-01\|14.20\|-2.34\|14.55\|14.67\|14.19\|197646;2026-06-02\|13.88\|-2.25\|14.21\|14.29\|13.67\|195194;2026-06-03\|13.98\|0.72\|13.88\|14.31\|13.84\|204668;2026-06-04\|13.89\|-0.64\|13.90\|14.08\|13.73\|136959;2026-06-05\|14.02\|0.94\|13.83\|14.27\|13.40\|228155;2026-06-08\|13.38\|-4.56\|13.57\|13.93\|13.19\|186146;2026-06-09\|13.75\|2.77\|13.64\|13.79\|13.42\|167089;2026-06-10\|13.44\|-2.25\|13.58\|13.76\|13.19\|142029;2026-06-11\|13.13\|-2.31\|13.31\|13.44\|13.03\|131117;2026-06-12\|13.36\|1.75\|13.38\|13.66\|13.27\|179461;2026-06-15\|13.80\|3.29\|13.40\|13.84\|13.34\|179867;2026-06-16\|13.92\|0.87\|13.86\|14.07\|13.65\|200157;2026-06-17\|14.20\|2.01\|13.78\|14.28\|13.68\|212659;2026-06-18\|14.16\|-0.28\|14.17\|14.29\|13.93\|180370;2026-06-22\|13.82\|-2.40\|14.12\|14.33\|13.46\|248738;2026-06-23\|14.73\|6.58\|13.72\|15.15\|13.51\|509939;2026-06-24\|16.20\|9.98\|14.44\|16.20\|14.39\|593126;2026-06-25\|16.64\|2.72\|16.20\|16.80\|16.00\|703563;2026-06-26\|16.70\|0.36\|16.32\|16.98\|15.86\|605867;2026-06-29\|16.01\|-4.13\|16.54\|16.80\|15.40\|472394;2026-06-30\|17.13\|7.00\|15.98\|17.36\|15.92\|521217;2026-07-01\|17.56\|2.51\|17.31\|17.98\|16.96\|545331;2026-07-02\|16.92\|-3.64\|17.00\|18.12\|16.80\|533430;2026-07-03\|16.75\|-1.00\|17.06\|17.38\|16.33\|379429;2026-07-06\|16.80\|0.30\|16.75\|17.42\|16.58\|365009;2026-07-07\|16.07\|-4.35\|16.79\|16.85\|16.01\|267978;2026-07-08\|15.80\|-1.68\|16.21\|17.25\|15.77\|323398;2026-07-09\|17.10\|8.23\|15.84\|17.18\|15.77\|428419;2026-07-10\|16.93\|-0.99\|17.00\|17.68\|16.65\|596274;2026-07-13\|15.24\|-9.98\|16.66\|16.82\|15.24\|440381;2026-07-14\|14.40\|-5.51\|15.08\|15.15\|13.75\|375395;2026-07-15\|13.80\|-4.17\|14.25\|14.41\|13.61\|265702;2026-07-16\|13.34\|-3.33\|13.68\|14.21\|13.27\|280435;2026-07-17\|12.01\|-9.97\|13.40\|13.44\|12.01\|309321;2026-07-20\|11.33\|-5.66\|12.24\|12.35\|11.06\|290382;2026-07-21\|11.89\|4.94\|11.48\|11.91\|10.83\|304353;2026-07-22\|11.63\|-2.19\|11.83\|11.99\|11.55\|221146;2026-07-23\|11.63\|0.00\|11.60\|11.75\|11.42\|158743;2026-07-24\|11.89\|2.24\|11.49\|12.45\|11.31\|332113;2026-07-27\|12.23\|2.86\|11.72\|12.39\|11.55\|243139;2026-07-28\|11.97\|-2.13\|12.05\|12.29\|11.90\|163666;2026-07-29\|12.25\|2.34\|11.97\|12.32\|11.60\|214245;2026-07-30\|11.95\|-2.45\|12.10\|12.37\|11.85\|168261;2026-07-31\|12.13\|1.51\|12.36\|12.55\|12.11\|226938;2026-08-03\|12.17\|0.33\|12.01\|12.26\|11.92\|136253;2026-08-04\|12.68\|4.19\|12.19\|12.82\|12.15\|210336;2026-08-05\|13.01\|2.60\|12.69\|13.17\|12.51\|193230;2026-08-06\|12.91\|-0.77\|12.94\|13.10\|12.73\|174095;2026-08-07\|12.86\|-0.39\|12.90\|12.93\|12.56\|165951;2026-08-10\|13.48\|4.82\|12.90\|13.73\|12.86\|309641;2026-08-11\|13.28\|-1.48\|13.19\|13.68\|13.09\|230960;2026-08-12\|13.20\|-0.60\|13.24\|13.41\|13.18\|140321;2026-08-13\|13.25\|0.38\|13.30\|13.88\|13.08\|260840;2026-08-14\|12.99\|-1.96\|13.30\|13.45\|12.83\|177104;2026-08-17\|13.24\|1.92\|12.99\|13.24\|12.91\|147665;2026-08-18\|13.09\|-1.13\|13.21\|13.24\|12.93\|144363;2026-08-19\|12.33\|-5.81\|12.94\|13.00\|12.29\|193031;2026-08-20\|12.19\|-1.14\|12.59\|12.59\|12.16\|125908;2026-08-21\|12.24\|0.41\|12.18\|12.34\|12.06\|84529;2026-08-24\|11.91\|-2.70\|12.26\|12.32\|11.76\|124848;2026-08-25\|12.03\|1.01\|11.79\|12.10\|11.61\|113522;2026-08-26\|12.02\|-0.08\|12.02\|12.18\|11.91\|84742;2026-08-27\|12.26\|2.00\|12.05\|12.31\|12.01\|105084;2026-08-28\|12.19\|-0.57\|12.26\|12.38\|12.15\|83576;2026-08-31\|12.38\|1.56\|12.15\|12.40\|12.05\|94077;2026-09-01\|12.27\|-0.89\|12.37\|12.42\|12.18\|88220;2026-09-02\|12.18\|-0.73\|12.18\|12.23\|12.06\|67611;2026-09-03\|12.04\|-1.15\|12.23\|12.27\|11.95\|82792;2026-09-04\|12.02\|-0.17\|12.08\|12.42\|11.95\|142324;2026-09-07\|11.94\|-0.67\|12.10\|12.13\|11.94\|102603;2026-09-08\|11.90\|-0.34\|11.96\|12.05\|11.84\|78627;2026-09-09\|11.83\|-0.59\|11.90\|12.03\|11.82\|101956;2026-09-10\|11.72\|-0.93\|11.78\|11.84\|11.66\|69265;2026-09-11\|11.61\|-0.94\|11.60\|11.72\|11.36\|105311;2026-09-14\|12.00\|3.36\|11.59\|12.09\|11.52\|172146	中国电科旗下北斗/卫星通信模拟芯片唯一上市平台。国内少数量产兼容北斗短报文多模射频芯片企业，卫星通信芯片支持手机直连卫星已进入华为等供应链。军工央企属性，市场预期有科研院所资产整合可能。模拟射频芯片国产替代TI/ADI进程加速。6月24日半导体板块全面爆发+卫星互联网主题活跃，资金沿泛芯片+军工央企方向挖掘低位标的。2026-06-24首板涨停(16.20元)。
116638	消息称台积电先进制程代工将全线涨价	存储芯片+先进封装+央企公司原因： 1、据2026年1月22日投资者关系活动记录表，公司深圳、合肥封测基地满产并按客户需求扩产，为国内高端存储芯片封测龙头。 2、据2025年4月25日年报，公司掌握多层堆叠封装工艺及测试软硬件开发能力，2024年先进封装技术取得多项突破。 3、据2025年4月25日年报，公司最终控制人为国务院国资委，属央企。	公司主要从事存储芯片封测，为国内在高端存储芯片（DRAM、NANDFLASH）封装和测试领域龙头之一，长鑫为主要客户之一	2026-05-11\|32.97\|6.29\|32.12\|33.19\|31.81\|1513410;2026-05-12\|32.31\|-2.00\|32.74\|32.74\|31.85\|1075280;2026-05-13\|34.61\|7.12\|31.49\|34.99\|31.38\|1664107;2026-05-14\|34.34\|-0.78\|34.80\|36.00\|34.20\|1813680;2026-05-15\|33.66\|-1.98\|34.69\|35.19\|32.88\|1585596;2026-05-18\|37.03\|10.01\|35.80\|37.03\|35.40\|946944;2026-05-19\|37.67\|1.73\|37.03\|38.38\|35.95\|3013781;2026-05-20\|37.85\|0.48\|38.38\|39.99\|37.76\|3009780;2026-05-21\|36.37\|-3.91\|38.44\|39.29\|36.08\|2510973;2026-05-22\|37.73\|3.74\|37.22\|37.98\|35.90\|1912396;2026-05-25\|41.15\|9.06\|38.21\|41.50\|37.80\|2379398;2026-05-26\|42.75\|3.89\|41.50\|45.13\|38.71\|2684536;2026-05-27\|43.98\|2.88\|47.03\|47.03\|41.90\|3059922;2026-05-28\|42.65\|-3.02\|42.11\|43.88\|41.50\|2215395;2026-05-29\|39.79\|-6.71\|42.37\|43.85\|38.59\|2284569;2026-06-01\|36.43\|-8.44\|39.01\|39.70\|36.28\|1815753;2026-06-02\|37.18\|2.06\|36.55\|37.84\|35.17\|1568443;2026-06-03\|38.30\|3.01\|37.35\|39.79\|37.31\|1880732;2026-06-04\|39.68\|3.60\|37.51\|40.35\|37.50\|1662805;2026-06-05\|38.13\|-3.91\|38.68\|39.30\|37.68\|1362653;2026-06-08\|35.37\|-7.24\|35.70\|37.03\|34.85\|1186883;2026-06-09\|37.54\|6.14\|36.25\|37.58\|35.79\|1121731;2026-06-10\|38.56\|2.72\|36.70\|39.32\|36.28\|1447768;2026-06-11\|39.08\|1.93\|37.78\|39.48\|37.38\|1298237;2026-06-12\|37.09\|-5.09\|40.42\|40.55\|36.80\|1445141;2026-06-15\|39.47\|6.42\|37.88\|39.50\|36.46\|1327926;2026-06-16\|40.77\|3.29\|39.75\|41.34\|39.74\|1563360;2026-06-17\|42.91\|5.25\|39.85\|42.96\|39.85\|1654931;2026-06-18\|44.04\|2.63\|42.85\|46.18\|42.31\|1886099;2026-06-22\|46.68\|5.99\|45.36\|47.00\|44.08\|1925259;2026-06-23\|45.70\|-2.10\|46.05\|48.65\|44.10\|1773392;2026-06-24\|50.27\|10.00\|44.36\|50.27\|44.36\|1909993;2026-06-25\|53.20\|5.83\|52.80\|54.27\|52.00\|2244946;2026-06-26\|53.51\|0.58\|53.00\|57.63\|52.22\|2272892;2026-06-29\|58.86\|10.00\|56.00\|58.86\|55.55\|2396366;2026-06-30\|64.27\|9.19\|59.45\|64.75\|57.60\|2661147;2026-07-01\|62.26\|-3.13\|63.53\|66.20\|59.59\|3101965;2026-07-02\|56.03\|-10.01\|56.65\|58.00\|56.03\|1761593;2026-07-03\|55.91\|-0.21\|53.00\|57.69\|51.09\|2351311;2026-07-06\|53.30\|-4.67\|55.90\|57.01\|52.54\|1644910;2026-07-07\|54.07\|1.44\|52.50\|56.15\|51.50\|1699884;2026-07-08\|51.13\|-5.44\|54.10\|55.00\|49.33\|1630632;2026-07-09\|56.24\|9.99\|52.93\|56.24\|52.82\|1845381;2026-07-10\|57.91\|2.97\|59.88\|61.86\|57.90\|3031016;2026-07-13\|52.12\|-10.00\|56.88\|58.60\|52.12\|2103138;2026-07-14\|52.51\|0.75\|52.12\|53.99\|48.88\|2069584;2026-07-15\|47.26\|-10.00\|53.76\|53.90\|47.26\|1835023;2026-07-16\|43.34\|-8.29\|45.44\|46.96\|42.71\|1769956;2026-07-17\|39.01\|-9.99\|43.00\|43.30\|39.01\|1601620;2026-07-20\|35.14\|-9.92\|39.95\|40.50\|35.11\|1602051;2026-07-21\|38.65\|9.99\|35.78\|38.65\|31.82\|1851611;2026-07-22\|40.22\|4.06\|39.43\|42.48\|39.43\|2209303;2026-07-23\|39.09\|-2.81\|40.26\|40.86\|38.58\|1331405;2026-07-24\|41.99\|7.42\|38.50\|42.80\|38.29\|2096957;2026-07-27\|43.95\|4.67\|41.16\|44.08\|38.95\|2332492;2026-07-28\|39.56\|-9.99\|41.60\|42.75\|39.56\|1727654;2026-07-29\|40.15\|1.49\|39.44\|41.59\|36.04\|1907821;2026-07-30\|36.42\|-9.29\|38.65\|39.58\|36.27\|1592658;2026-07-31\|37.23\|2.22\|39.50\|39.51\|37.21\|1574029;2026-08-03\|34.51\|-7.31\|36.06\|36.70\|34.40\|1269792;2026-08-04\|36.54\|5.88\|34.88\|36.91\|34.51\|1305718;2026-08-05\|38.70\|5.91\|36.58\|39.31\|36.37\|1620705;2026-08-06\|39.91\|3.13\|37.56\|40.78\|37.56\|1671004;2026-08-07\|40.85\|2.36\|39.39\|41.29\|39.07\|1549370;2026-08-10\|40.20\|-1.59\|41.10\|41.20\|39.28\|1091512;2026-08-11\|39.81\|-0.97\|39.91\|41.25\|39.31\|1121358;2026-08-12\|40.35\|1.36\|40.27\|40.90\|39.75\|966280;2026-08-13\|39.55\|-1.98\|41.00\|41.78\|39.53\|1296931;2026-08-14\|40.23\|1.72\|40.31\|40.90\|39.02\|973604;2026-08-17\|42.60\|5.89\|40.26\|42.77\|40.26\|1599922;2026-08-18\|41.60\|-2.35\|42.50\|43.15\|41.25\|1384325;2026-08-19\|37.44\|-10.00\|39.75\|40.23\|37.44\|1431193;2026-08-20\|37.53\|0.24\|38.03\|38.48\|37.09\|771325;2026-08-21\|37.90\|0.99\|37.16\|38.20\|36.83\|618529;2026-08-24\|36.79\|-2.93\|37.93\|38.16\|35.82\|695816;2026-08-25\|36.82\|0.08\|36.04\|37.33\|35.09\|626336;2026-08-26\|36.23\|-1.60\|37.15\|37.29\|35.90\|562031;2026-08-27\|37.85\|4.47\|36.39\|37.88\|36.33\|870165;2026-08-28\|37.17\|-1.80\|37.68\|38.47\|37.15\|728649;2026-08-31\|37.74\|1.53\|36.28\|37.75\|36.27\|640462;2026-09-01\|36.53\|-3.21\|37.70\|37.95\|36.50\|551660;2026-09-02\|35.54\|-2.71\|35.96\|35.99\|35.35\|456147;2026-09-03\|35.30\|-0.68\|35.95\|36.01\|34.88\|479712;2026-09-04\|34.52\|-2.21\|35.71\|35.93\|34.01\|571197;2026-09-07\|35.29\|2.23\|34.95\|35.59\|34.75\|540149;2026-09-08\|34.99\|-0.85\|35.17\|35.88\|34.75\|570037;2026-09-09\|34.99\|0.00\|35.28\|35.63\|34.76\|443941;2026-09-10\|36.50\|4.32\|35.63\|36.85\|35.63\|1147234;2026-09-11\|35.03\|-4.03\|35.21\|35.28\|34.08\|838650;2026-09-14\|33.77\|-3.60\|34.18\|34.44\|33.45\|518787	存储芯片封测龙头。全资子公司沛顿科技是国内极少数具备DRAM/NAND Flash高端存储芯片封测能力的厂商，深度配套长鑫存储、长江存储。HBM/AI存储预期，市场预期国内HBM产业链逐步启动，公司作为封测环节被对标长电科技、通富微电炒作。产能扩张催化：5月26日晚公告拟投资14.7亿元扩建高端存储芯片封测产能。6月下旬AI算力硬件回流，存储芯片联动走强，辨识度高被机构与游资合力拉升。2026-06-24涨停(50.27元)，龙虎榜机构+深股通大买。
116637	消息称台积电先进制程代工将全线涨价	半导体测试设备+可转债募资+通富微电合作行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据2026年5月6日公告，公司拟向不特定对象发行可转换公司债券，募资总额不超过8.5亿元，用于高端智能芯片测试分选设备研发及上海澜博制造中心建设，以应对AI算力、存储芯片等新兴领域的测试分选需求。 2、据2026年6月23日公告，公司拟增加2026年度日常关联交易预计额度，与通富微电子等关联方的关联交易预计总额度增至3.00亿元，其中与通富微电子的额度由1.6亿元增加至3亿元。 3、据2026年5月8日投资者关系活动记录表，公司主营集成电路测试分选机，2026年第一季度实现营业收入2.84亿元，同比增长120.77%，归母净利润0.83亿元，同比增长221.54%，主要受半导体封装测试设备领域需求增长驱动。	公司主营半导体芯片测试设备，深耕集成电路测试分选机领域	2026-05-11\|284.99\|10.00\|262.47\|285.00\|261.68\|46188;2026-05-12\|313.49\|10.00\|281.19\|313.49\|277.23\|49797;2026-05-13\|323.00\|3.03\|313.22\|330.30\|306.01\|43687;2026-05-14\|306.00\|-5.26\|322.21\|326.36\|304.90\|28138;2026-05-15\|309.79\|1.24\|310.00\|320.00\|283.04\|39618;2026-05-18\|301.62\|-2.64\|301.81\|313.00\|297.00\|37376;2026-05-19\|316.90\|5.07\|305.00\|319.69\|292.50\|37404;2026-05-20\|348.59\|10.00\|314.49\|348.59\|314.49\|33904;2026-05-21\|316.00\|-9.35\|350.00\|366.00\|315.00\|54730;2026-05-22\|315.50\|-0.16\|318.77\|325.00\|311.00\|43087;2026-05-25\|324.91\|2.98\|317.90\|333.98\|311.00\|32499;2026-05-26\|308.69\|-4.99\|320.00\|320.00\|299.00\|34195;2026-05-27\|295.00\|-4.43\|311.59\|316.97\|291.01\|38101;2026-05-28\|300.21\|1.77\|296.82\|304.89\|289.20\|26624;2026-05-29\|295.00\|-1.74\|302.02\|306.66\|291.00\|26192;2026-06-01\|288.14\|-2.33\|288.42\|301.18\|280.78\|24024;2026-06-02\|291.97\|1.33\|288.07\|298.66\|286.21\|20300;2026-06-03\|298.00\|2.07\|295.09\|309.92\|292.06\|30289;2026-06-04\|317.60\|6.58\|293.00\|317.98\|290.12\|34537;2026-06-05\|296.13\|-6.76\|310.02\|313.95\|295.06\|28074;2026-06-08\|286.60\|-3.22\|268.63\|299.01\|268.63\|23997;2026-06-09\|306.16\|6.82\|298.00\|307.70\|291.77\|21487;2026-06-10\|319.00\|4.19\|303.00\|331.88\|301.08\|39502;2026-06-11\|322.06\|0.96\|317.40\|328.88\|312.23\|23996;2026-06-12\|314.18\|-2.45\|333.33\|336.66\|310.49\|26434;2026-06-15\|337.45\|7.41\|318.00\|344.20\|310.51\|29871;2026-06-16\|336.70\|-0.22\|339.50\|344.16\|327.00\|21139;2026-06-17\|340.24\|1.05\|331.00\|348.00\|328.69\|29851;2026-06-18\|350.80\|3.10\|337.06\|363.00\|336.70\|23327;2026-06-22\|339.80\|-3.14\|358.95\|364.80\|328.08\|35651;2026-06-23\|351.90\|3.56\|341.02\|365.98\|335.51\|34261;2026-06-24\|387.09\|10.00\|350.00\|387.09\|350.00\|30901;2026-06-25\|400.05\|3.35\|405.00\|415.00\|391.96\|31584;2026-06-26\|415.05\|3.75\|398.04\|435.28\|392.04\|31778;2026-06-29\|456.56\|10.00\|413.16\|456.56\|410.00\|38900;2026-06-30\|502.22\|10.00\|470.00\|502.22\|456.60\|39255;2026-07-01\|523.00\|4.14\|505.00\|550.00\|488.04\|43137;2026-07-02\|470.70\|-10.00\|485.00\|498.80\|470.70\|28580;2026-07-03\|472.73\|0.43\|452.18\|489.10\|440.00\|41689;2026-07-06\|462.00\|-2.27\|472.73\|491.71\|451.02\|30469;2026-07-07\|448.49\|-2.92\|451.16\|461.50\|428.00\|40496;2026-07-08\|443.22\|-1.18\|448.00\|473.01\|431.29\|31250;2026-07-09\|487.54\|10.00\|449.24\|487.54\|444.44\|34165;2026-07-10\|448.75\|-7.96\|500.00\|509.01\|448.75\|38526;2026-07-13\|410.21\|-8.59\|436.29\|455.00\|407.17\|32887;2026-07-14\|401.95\|-2.01\|408.00\|420.88\|386.00\|43859;2026-07-15\|373.84\|-6.99\|411.99\|418.95\|367.03\|50710;2026-07-16\|338.00\|-9.59\|368.09\|375.88\|337.02\|43817;2026-07-17\|305.25\|-9.69\|343.00\|346.00\|305.00\|46078;2026-07-20\|283.08\|-7.26\|320.51\|327.98\|275.47\|47535;2026-07-21\|311.39\|10.00\|287.58\|311.39\|258.35\|41422;2026-07-22\|314.37\|0.96\|322.00\|335.50\|307.70\|76222;2026-07-23\|298.56\|-5.03\|319.66\|319.66\|293.03\|40603;2026-07-24\|294.60\|-1.33\|292.10\|308.50\|286.03\|36262;2026-07-27\|308.19\|4.61\|300.00\|311.24\|279.02\|42013;2026-07-28\|277.37\|-10.00\|303.70\|311.97\|277.37\|36708;2026-07-29\|270.09\|-2.62\|275.11\|283.00\|252.70\|42365;2026-07-30\|243.98\|-9.67\|265.84\|272.95\|243.08\|43836;2026-07-31\|263.39\|7.96\|264.04\|268.38\|250.00\|55510;2026-08-03\|242.04\|-8.11\|255.10\|261.98\|241.09\|47935;2026-08-04\|266.24\|10.00\|245.68\|266.24\|241.50\|29362;2026-08-05\|292.86\|10.00\|279.55\|292.86\|273.89\|14765;2026-08-06\|307.73\|5.08\|290.00\|314.98\|288.88\|53621;2026-08-07\|316.70\|2.91\|307.58\|321.52\|300.66\|43167;2026-08-10\|319.99\|1.04\|316.70\|328.98\|313.16\|46650;2026-08-11\|319.48\|-0.16\|315.00\|336.36\|314.00\|38190;2026-08-12\|327.76\|2.59\|325.87\|332.66\|317.50\|27415;2026-08-13\|337.98\|3.12\|336.00\|360.00\|336.00\|38289;2026-08-14\|333.22\|-1.41\|342.00\|343.45\|322.07\|36754;2026-08-17\|357.23\|7.21\|333.22\|357.90\|333.22\|48665;2026-08-18\|366.85\|2.69\|358.00\|369.99\|352.00\|40989;2026-08-19\|330.17\|-10.00\|348.55\|356.89\|330.17\|35407;2026-08-20\|353.76\|7.14\|331.00\|356.99\|319.00\|48566;2026-08-21\|365.99\|3.46\|348.03\|371.98\|338.90\|56858;2026-08-24\|347.30\|-5.11\|368.00\|368.68\|333.00\|55592;2026-08-25\|339.57\|-2.23\|335.00\|347.00\|328.01\|38435;2026-08-26\|347.29\|2.27\|339.57\|361.89\|333.00\|43555;2026-08-27\|356.90\|2.77\|344.84\|359.28\|337.66\|40587;2026-08-28\|337.46\|-5.45\|356.89\|362.00\|337.00\|36435;2026-08-31\|342.18\|1.40\|325.00\|343.48\|322.00\|32399;2026-09-01\|332.04\|-2.96\|344.28\|344.88\|323.62\|32592;2026-09-02\|325.00\|-2.12\|323.61\|333.00\|318.65\|28321;2026-09-03\|330.26\|1.62\|330.00\|337.96\|319.10\|30205;2026-09-04\|308.31\|-6.65\|336.87\|336.88\|304.00\|39985;2026-09-07\|322.51\|4.61\|315.00\|324.94\|309.00\|34370;2026-09-08\|318.04\|-1.39\|323.00\|333.37\|316.30\|29914;2026-09-09\|316.20\|-0.58\|319.99\|329.00\|313.55\|21114;2026-09-10\|315.35\|-0.27\|313.21\|321.96\|310.00\|17012;2026-09-11\|303.72\|-3.69\|309.70\|311.99\|292.00\|33919;2026-09-14\|302.92\|-0.26\|299.09\|307.00\|295.30\|24223	半导体测试分选机龙头+AI芯片测试+业绩高增。EXCEED-9000系列三温分选机适配车规芯片、AI SoC及HBM存储芯片测试，AI芯片测试时间为传统芯片3-5倍。2026Q1营收2.84亿(+120.77%)、净利8250万(+221.54%)，接近2025全年净利一半。6月23日将通富微电关联交易额度上调至3亿，新增8亿银行授信。2025年新签单创历史新高。2026-06-24涨停(387.09元)，主力净流入1.63亿。
116636	消息称台积电先进制程代工将全线涨价	光刻胶树脂+H股上市行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月18日年报，公司是国内半导体光刻胶龙头企业，产品涵盖ArF、KrF、I线、G线光刻胶，是国内8-12英寸集成电路产线核心本土材料供应商，主要国内客户包括中芯国际、华虹集团、长江存储等。 2、据2026年6月18日互动易，公司已实现光刻胶专用核心树脂自主化生产，并推进ArF及KrF光刻胶等高端产品的开发和客户认证。 3、据2026年6月12日异常波动公告，公司正积极推进发行H股并在香港联交所主板挂牌上市事宜。	此前多家晶圆厂加速验证导入公司子公司北京科华的KrF光刻胶	2026-05-11\|57.35\|3.18\|56.02\|57.87\|55.20\|215946;2026-05-12\|56.86\|-0.85\|57.36\|57.38\|55.70\|153692;2026-05-13\|58.54\|2.95\|56.00\|58.68\|55.50\|227198;2026-05-14\|56.62\|-3.28\|58.99\|59.10\|56.60\|171956;2026-05-15\|57.58\|1.70\|56.66\|59.50\|56.50\|236213;2026-05-18\|60.02\|4.24\|57.92\|60.97\|57.20\|282641;2026-05-19\|60.46\|0.73\|58.91\|60.46\|58.45\|214629;2026-05-20\|62.88\|4.00\|59.94\|63.30\|59.90\|278486;2026-05-21\|57.56\|-8.46\|64.17\|64.40\|56.68\|356173;2026-05-22\|58.84\|2.22\|57.02\|59.59\|57.02\|207173;2026-05-25\|61.88\|5.17\|59.40\|63.55\|57.99\|282782;2026-05-26\|59.60\|-3.68\|61.80\|61.80\|58.41\|202147;2026-05-27\|55.88\|-6.24\|59.50\|59.67\|55.30\|205317;2026-05-28\|57.23\|2.42\|55.49\|57.64\|54.00\|162546;2026-05-29\|52.68\|-7.95\|56.56\|56.87\|52.31\|183569;2026-06-01\|50.89\|-2.47\|52.01\|52.92\|50.78\|99242;2026-06-02\|52.32\|2.81\|51.31\|53.03\|49.85\|124849;2026-06-03\|52.60\|0.54\|52.00\|53.71\|51.60\|113037;2026-06-04\|53.65\|2.00\|52.01\|53.89\|51.70\|114024;2026-06-05\|54.82\|2.18\|53.00\|56.75\|51.26\|218532;2026-06-08\|51.96\|-5.22\|51.72\|53.58\|51.71\|138304;2026-06-09\|56.06\|7.89\|52.80\|56.33\|52.00\|204144;2026-06-10\|59.77\|6.62\|55.51\|60.97\|55.42\|358794;2026-06-11\|64.30\|7.58\|59.38\|65.75\|59.00\|551011;2026-06-12\|59.43\|-7.57\|65.59\|66.80\|59.08\|525502;2026-06-15\|62.06\|4.43\|61.50\|62.68\|59.61\|305505;2026-06-16\|63.99\|3.11\|62.04\|64.58\|62.01\|245351;2026-06-17\|67.82\|5.99\|62.00\|68.47\|62.00\|313585;2026-06-18\|65.98\|-2.71\|66.80\|67.00\|65.15\|291773;2026-06-22\|69.16\|4.82\|66.90\|69.85\|66.39\|333249;2026-06-23\|70.20\|1.50\|73.86\|73.97\|68.98\|386555;2026-06-24\|77.22\|10.00\|69.92\|77.22\|69.30\|369417;2026-06-25\|78.03\|1.05\|80.00\|81.51\|75.68\|462539;2026-06-26\|85.83\|10.00\|77.50\|85.83\|76.50\|358826;2026-06-29\|94.41\|10.00\|90.00\|94.41\|89.90\|611337;2026-06-30\|97.98\|3.78\|93.99\|98.44\|88.15\|536691;2026-07-01\|92.49\|-5.60\|96.12\|102.28\|91.08\|481794;2026-07-02\|97.71\|5.64\|87.45\|100.68\|83.24\|579844;2026-07-03\|89.08\|-8.83\|94.82\|97.00\|88.01\|419951;2026-07-06\|83.69\|-6.05\|90.44\|92.30\|82.70\|358295;2026-07-07\|84.87\|1.41\|82.98\|86.90\|80.80\|270447;2026-07-08\|83.07\|-2.12\|84.86\|86.20\|79.85\|220355;2026-07-09\|89.56\|7.81\|84.70\|89.95\|83.00\|328143;2026-07-10\|82.75\|-7.60\|90.92\|92.85\|82.56\|400440;2026-07-13\|79.62\|-3.78\|81.54\|83.99\|79.29\|258299;2026-07-14\|78.89\|-0.92\|78.62\|79.95\|74.79\|249002;2026-07-15\|74.45\|-5.63\|80.60\|80.95\|73.81\|190218;2026-07-16\|69.98\|-6.00\|71.51\|74.58\|69.55\|211322;2026-07-17\|67.50\|-3.54\|69.26\|71.80\|67.50\|241624;2026-07-20\|60.75\|-10.00\|68.85\|69.42\|60.75\|264307;2026-07-21\|66.50\|9.46\|61.00\|66.50\|56.13\|311157;2026-07-22\|66.17\|-0.50\|65.00\|68.79\|64.75\|255441;2026-07-23\|64.11\|-3.11\|66.40\|66.80\|63.28\|156748;2026-07-24\|63.44\|-1.05\|62.88\|65.20\|62.35\|151767;2026-07-27\|65.26\|2.87\|63.11\|65.65\|61.12\|170819;2026-07-28\|64.72\|-0.83\|67.25\|68.87\|63.70\|381474;2026-07-29\|59.08\|-8.71\|63.92\|64.18\|58.25\|327424;2026-07-30\|53.73\|-9.06\|57.86\|58.86\|53.44\|258958;2026-07-31\|54.19\|0.86\|56.97\|58.20\|54.13\|233785;2026-08-03\|50.77\|-6.31\|53.50\|54.34\|50.71\|200846;2026-08-04\|53.80\|5.97\|51.33\|54.32\|50.81\|171030;2026-08-05\|58.13\|8.05\|54.24\|58.86\|54.00\|208902;2026-08-06\|62.16\|6.93\|57.55\|62.89\|57.00\|281466;2026-08-07\|64.52\|3.80\|62.35\|64.90\|61.00\|301436;2026-08-10\|65.58\|1.64\|65.40\|65.58\|62.65\|248012;2026-08-11\|64.68\|-1.37\|64.79\|66.38\|64.30\|170007;2026-08-12\|64.63\|-0.08\|65.20\|65.95\|64.15\|158935;2026-08-13\|63.21\|-2.20\|65.40\|65.91\|63.19\|177519;2026-08-14\|64.51\|2.06\|63.56\|65.28\|63.45\|131312;2026-08-17\|67.80\|5.10\|64.88\|67.80\|64.58\|195608;2026-08-18\|70.57\|4.09\|68.25\|71.20\|67.25\|318954;2026-08-19\|68.00\|-3.64\|67.00\|72.96\|67.00\|305829;2026-08-20\|65.36\|-3.88\|68.98\|69.66\|64.53\|238433;2026-08-21\|64.47\|-1.36\|65.47\|66.65\|63.92\|144407;2026-08-24\|63.95\|-0.81\|64.62\|65.10\|62.30\|165852;2026-08-25\|62.13\|-2.85\|62.31\|63.18\|59.84\|154760;2026-08-26\|61.99\|-0.23\|62.78\|62.87\|60.69\|113483;2026-08-27\|63.98\|3.21\|62.16\|64.46\|61.51\|146066;2026-08-28\|62.36\|-2.53\|63.50\|65.10\|62.13\|133090;2026-08-31\|63.00\|1.03\|61.03\|63.28\|61.02\|112505;2026-09-01\|60.71\|-3.63\|63.02\|63.16\|60.50\|102168;2026-09-02\|59.86\|-1.40\|60.44\|60.96\|59.47\|74224;2026-09-03\|59.22\|-1.07\|60.29\|60.44\|58.50\|72860;2026-09-04\|57.16\|-3.48\|59.70\|60.28\|56.72\|102486;2026-09-07\|58.81\|2.89\|57.60\|59.16\|56.94\|118992;2026-09-08\|59.29\|0.82\|58.50\|61.00\|58.21\|121673;2026-09-09\|65.22\|10.00\|59.60\|65.22\|59.60\|334952;2026-09-10\|64.51\|-1.09\|65.22\|65.76\|63.52\|251469;2026-09-11\|63.25\|-1.95\|63.22\|64.43\|61.86\|193001;2026-09-14\|66.80\|5.61\|62.04\|66.96\|61.40\|280720	半导体光刻胶龙头+KrF/ArF量产+日系断供替代+H股上市预期。市场传闻东京应化/JSR/信越等日企收紧对华高端ArF/EUV新单，断供预期倒逼晶圆厂加速导入国产品牌，KrF国内市占率已超40%。子公司北京科华KrF光刻胶在中芯国际、华虹、长鑫、长存批量供货；ArF光刻胶2025年营收同比增超800%。自产光刻胶树脂实现全产业链闭环。筹划发行H股于港交所主板上市。2026Q1营收+22.51%。2026-06-24涨停(77.22元)，主力净流入3.33亿。
116635	消息称台积电先进制程代工将全线涨价	PCIe5.0量产+AI算力交换芯片+买入评级行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年4月30日年报，公司自主研发的PCIe5.0 104通道高速交换芯片顺利量产，各项性能指标达到商用标准，第四季度已实现数千片出货。 2、公司通过2025年并购数渡科技，正式切入AI算力交换芯片赛道，长期目标是成为中国算力系统交换芯片和解决方案龙头企业。 3、据开源证券2026年6月16日研报，首次覆盖给予“买入”评级，看好公司在PCIe交换芯片领域的国产替代前景及AI互联需求增长。 4、据2026年6月23日公告，公司将于近期召开2025年度暨2026年第一季度业绩说明会。	公司拟投资8.54亿元取得数渡科技62.98%股权，标的PCIe5.0交换芯片有望于2025年底逐步开始批量供货	2026-05-11\|12.89\|5.05\|12.66\|13.17\|12.44\|1371597;2026-05-12\|13.10\|1.63\|12.89\|13.46\|12.71\|1295484;2026-05-13\|13.14\|0.31\|12.98\|13.30\|12.76\|1106835;2026-05-14\|12.52\|-4.72\|13.42\|13.45\|12.52\|1110593;2026-05-15\|13.31\|6.31\|12.77\|13.77\|12.68\|2166605;2026-05-18\|12.65\|-4.96\|13.00\|13.00\|12.54\|1359908;2026-05-19\|13.92\|10.04\|12.60\|13.92\|12.20\|1506182;2026-05-20\|14.21\|2.08\|14.23\|15.27\|14.00\|2069800;2026-05-21\|15.41\|8.44\|14.70\|15.63\|14.70\|2651557;2026-05-22\|15.69\|1.82\|15.69\|16.38\|14.66\|3263707;2026-05-25\|15.50\|-1.21\|15.70\|15.97\|14.78\|2451789;2026-05-26\|15.04\|-2.97\|15.40\|15.66\|14.15\|2279273;2026-05-27\|15.28\|1.60\|15.10\|16.48\|15.10\|1998093;2026-05-28\|16.81\|10.01\|15.73\|16.81\|15.55\|2507836;2026-05-29\|16.17\|-3.81\|17.47\|17.70\|16.01\|2323886;2026-06-01\|15.84\|-2.04\|16.00\|16.47\|15.47\|1709329;2026-06-02\|15.62\|-1.39\|16.18\|16.30\|15.00\|1483898;2026-06-03\|17.15\|9.80\|16.50\|17.18\|16.01\|2888291;2026-06-04\|18.87\|10.03\|16.50\|18.87\|16.40\|1509259;2026-06-05\|17.39\|-7.84\|18.30\|18.77\|17.20\|3084360;2026-06-08\|16.45\|-5.41\|16.05\|17.61\|16.05\|1661082;2026-06-09\|16.75\|1.82\|16.90\|17.12\|15.85\|1814921;2026-06-10\|16.63\|-0.72\|16.50\|17.09\|15.68\|1376965;2026-06-11\|17.14\|3.07\|16.44\|18.06\|16.38\|1447181;2026-06-12\|16.07\|-6.24\|17.50\|17.79\|16.00\|1742054;2026-06-15\|17.33\|7.84\|16.05\|17.55\|15.71\|1680283;2026-06-16\|16.78\|-3.17\|17.14\|17.67\|16.72\|1227514;2026-06-17\|17.61\|4.95\|16.88\|17.84\|16.46\|1492010;2026-06-18\|18.65\|5.91\|17.61\|19.36\|17.45\|1923824;2026-06-22\|17.59\|-5.68\|19.00\|19.25\|16.79\|2250101;2026-06-23\|17.39\|-1.14\|17.28\|17.86\|17.08\|1075942;2026-06-24\|19.13\|10.01\|17.40\|19.13\|16.51\|2109773;2026-06-25\|19.71\|3.03\|19.50\|20.22\|18.62\|2056893;2026-06-26\|19.97\|1.32\|19.68\|20.60\|19.37\|1751181;2026-06-29\|18.47\|-7.51\|20.50\|21.32\|17.97\|1982227;2026-06-30\|19.00\|2.87\|18.20\|19.40\|17.80\|1344148;2026-07-01\|17.81\|-6.26\|18.87\|19.38\|17.60\|1778021;2026-07-02\|16.40\|-7.92\|16.94\|17.80\|16.33\|1553812;2026-07-03\|15.37\|-6.28\|16.01\|16.69\|15.35\|1435714;2026-07-06\|16.91\|10.02\|15.80\|16.91\|15.50\|1295126;2026-07-07\|18.60\|9.99\|16.88\|18.60\|16.50\|2533021;2026-07-08\|19.50\|4.84\|18.88\|20.39\|18.36\|2563189;2026-07-09\|20.79\|6.62\|19.36\|21.12\|19.21\|2006712;2026-07-10\|19.80\|-4.76\|20.30\|21.31\|19.80\|1775665;2026-07-13\|19.91\|0.56\|19.29\|21.29\|19.27\|1924061;2026-07-14\|19.17\|-3.72\|20.15\|20.48\|18.47\|1580882;2026-07-15\|17.98\|-6.21\|19.30\|19.90\|17.70\|1575170;2026-07-16\|19.48\|8.34\|17.74\|19.78\|17.19\|1857314;2026-07-17\|17.53\|-10.01\|18.99\|19.36\|17.53\|1565187;2026-07-20\|15.78\|-9.98\|17.10\|17.17\|15.78\|1346218;2026-07-21\|15.05\|-4.63\|14.83\|15.78\|14.20\|2513262;2026-07-22\|15.66\|4.05\|14.60\|16.56\|14.60\|2533220;2026-07-23\|14.47\|-7.60\|15.25\|15.50\|14.09\|2315692;2026-07-24\|13.52\|-6.57\|14.06\|14.47\|13.46\|1378723;2026-07-27\|13.74\|1.63\|13.13\|13.80\|13.01\|1198792;2026-07-28\|12.51\|-8.95\|13.66\|13.98\|12.41\|1404490;2026-07-29\|11.67\|-6.71\|12.50\|12.63\|11.28\|1414156;2026-07-30\|10.50\|-10.03\|11.54\|11.63\|10.50\|1351592;2026-07-31\|10.70\|1.90\|11.15\|11.49\|10.70\|1409662;2026-08-03\|10.36\|-3.18\|10.75\|11.13\|10.29\|1104316;2026-08-04\|11.02\|6.37\|10.50\|11.19\|10.36\|1199832;2026-08-05\|11.71\|6.26\|10.98\|11.90\|10.98\|1431438;2026-08-06\|12.31\|5.12\|11.48\|12.65\|11.48\|1315522;2026-08-07\|12.60\|2.36\|12.23\|12.85\|12.06\|1169450;2026-08-10\|12.40\|-1.59\|12.70\|12.73\|11.95\|913180;2026-08-11\|12.38\|-0.16\|12.30\|12.58\|12.03\|701847;2026-08-12\|12.51\|1.05\|12.40\|12.62\|12.13\|720825;2026-08-13\|12.53\|0.16\|12.64\|13.03\|12.48\|1261627;2026-08-14\|12.57\|0.32\|12.53\|12.70\|12.19\|835906;2026-08-17\|13.28\|5.65\|12.60\|13.30\|12.51\|1238762;2026-08-18\|13.55\|2.03\|13.28\|13.98\|13.20\|1339349;2026-08-19\|12.20\|-9.96\|13.01\|13.10\|12.20\|961788;2026-08-20\|11.70\|-4.10\|12.01\|12.20\|11.42\|1143733;2026-08-21\|12.12\|3.59\|11.73\|12.33\|11.59\|1028848;2026-08-24\|11.37\|-6.19\|12.00\|12.09\|10.93\|1154270;2026-08-25\|11.50\|1.14\|11.06\|11.54\|10.85\|775608;2026-08-26\|11.75\|2.17\|11.85\|11.85\|11.25\|649316;2026-08-27\|12.47\|6.13\|11.80\|12.52\|11.66\|1046645;2026-08-28\|12.12\|-2.81\|12.45\|12.75\|12.08\|800773;2026-08-31\|13.33\|9.98\|12.48\|13.33\|11.97\|1497917;2026-09-01\|12.67\|-4.95\|13.50\|13.80\|12.50\|1716962;2026-09-02\|12.69\|0.16\|12.20\|13.27\|12.20\|1512910;2026-09-03\|12.58\|-0.87\|12.81\|13.28\|12.46\|1091381;2026-09-04\|11.94\|-5.09\|12.60\|12.72\|11.86\|1112198;2026-09-07\|12.81\|7.29\|12.10\|12.96\|12.05\|1196256;2026-09-08\|12.68\|-1.01\|12.98\|13.20\|12.60\|784538;2026-09-09\|12.41\|-2.13\|12.79\|13.00\|12.38\|786338;2026-09-10\|12.26\|-1.21\|12.35\|12.56\|12.14\|672595;2026-09-11\|11.98\|-2.28\|12.07\|12.25\|11.56\|759509;2026-09-14\|12.20\|1.84\|11.85\|12.31\|11.60\|628841	地产转型AI算力互连芯片。控股数渡科技62.98%股权（8.54亿元），后者是国内少数实现PCIe 5.0高速交换芯片(SD85系列)量产的企业，可用于AI服务器GPU间互连及光模块，对标博通/微芯。市场博弈博通高端PCIe交换芯片对华供应收紧。地产业务出清。6月AI算力硬件板块活跃，游资接力炒作。2026-06-04、06-24两次涨停。
116634	消息称台积电先进制程代工将全线涨价	半导体设备+精密金属结构件+转债强赎行业原因： 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、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-05-11\|59.03\|2.77\|58.46\|59.99\|57.36\|63144;2026-05-12\|59.84\|1.37\|58.66\|60.98\|57.40\|66197;2026-05-13\|60.58\|1.24\|58.46\|61.07\|58.46\|59716;2026-05-14\|58.48\|-3.47\|60.59\|62.68\|58.30\|60301;2026-05-15\|59.79\|2.24\|60.01\|60.88\|57.29\|56230;2026-05-18\|60.72\|1.56\|58.34\|61.20\|58.07\|58642;2026-05-19\|63.19\|4.07\|59.70\|63.40\|59.16\|64226;2026-05-20\|65.80\|4.13\|64.88\|69.51\|63.98\|106138;2026-05-21\|62.00\|-5.78\|66.54\|66.66\|61.91\|71888;2026-05-22\|64.76\|4.45\|62.00\|65.20\|61.50\|52106;2026-05-25\|64.11\|-1.00\|64.70\|67.47\|63.02\|68973;2026-05-26\|61.87\|-3.49\|63.00\|63.00\|60.55\|51670;2026-05-27\|59.12\|-4.44\|61.80\|61.80\|58.66\|48866;2026-05-28\|61.84\|4.60\|58.55\|63.00\|58.50\|48612;2026-05-29\|60.40\|-2.33\|62.40\|63.50\|60.40\|39342;2026-06-01\|61.70\|2.15\|60.03\|62.87\|60.03\|41123;2026-06-02\|59.89\|-2.93\|61.68\|62.20\|59.00\|45201;2026-06-03\|61.43\|2.57\|59.99\|63.98\|59.63\|52940;2026-06-04\|67.57\|10.00\|61.00\|67.57\|60.12\|91801;2026-06-05\|68.94\|2.03\|67.41\|71.46\|66.22\|99917;2026-06-08\|66.88\|-2.99\|67.93\|69.50\|66.00\|62670;2026-06-09\|73.29\|10.00\|68.37\|73.29\|67.20\|58575;2026-06-10\|80.62\|10.00\|74.81\|80.62\|73.50\|139352;2026-06-11\|82.01\|1.72\|80.99\|82.70\|78.45\|104354;2026-06-12\|81.59\|-0.51\|83.50\|85.10\|78.93\|81638;2026-06-15\|85.10\|4.30\|80.23\|85.10\|79.00\|74387;2026-06-16\|83.28\|-2.14\|82.64\|85.92\|81.50\|66543;2026-06-17\|80.99\|-2.75\|82.17\|83.27\|78.68\|76191;2026-06-18\|82.21\|1.51\|79.83\|83.41\|79.30\|64200;2026-06-22\|82.90\|0.84\|81.93\|83.00\|79.00\|60656;2026-06-23\|79.36\|-4.27\|82.26\|84.83\|79.02\|59266;2026-06-24\|87.30\|10.01\|79.88\|87.30\|79.88\|129521;2026-06-25\|87.00\|-0.34\|89.50\|90.21\|84.00\|110351;2026-06-26\|82.14\|-5.59\|84.00\|86.75\|80.51\|79441;2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|87.10\|-7.39\|91.65\|95.55\|87.00\|86119;2026-07-14\|84.30\|-3.21\|88.66\|89.00\|80.27\|82568;2026-07-15\|83.03\|-1.51\|84.84\|87.49\|80.09\|58738;2026-07-16\|75.01\|-9.66\|82.10\|82.60\|74.73\|67349;2026-07-17\|67.51\|-10.00\|75.04\|76.33\|67.51\|66857;2026-07-20\|60.76\|-10.00\|66.05\|69.43\|60.76\|83456;2026-07-21\|64.09\|5.48\|60.76\|64.80\|54.68\|108630;2026-07-22\|66.23\|3.34\|62.79\|70.50\|62.52\|111819;2026-07-23\|65.09\|-1.72\|66.24\|67.50\|63.02\|64843;2026-07-24\|68.56\|5.33\|64.12\|71.60\|63.19\|100887;2026-07-27\|70.59\|2.96\|67.05\|70.88\|65.30\|77927;2026-07-28\|65.94\|-6.59\|69.19\|71.60\|64.64\|58972;2026-07-29\|61.96\|-6.04\|65.93\|66.50\|59.46\|75276;2026-07-30\|55.76\|-10.01\|62.59\|62.80\|55.76\|69854;2026-07-31\|57.87\|3.78\|60.00\|61.34\|57.79\|76151;2026-08-03\|58.10\|0.40\|57.86\|58.72\|55.20\|59334;2026-08-04\|62.00\|6.71\|58.25\|62.36\|57.76\|60189;2026-08-05\|66.60\|7.42\|60.92\|67.20\|60.81\|61543;2026-08-06\|66.71\|0.17\|65.64\|69.00\|64.97\|63463;2026-08-07\|67.50\|1.18\|66.71\|67.90\|64.93\|63341;2026-08-10\|74.25\|10.00\|67.50\|74.25\|67.39\|93645;2026-08-11\|71.71\|-3.42\|73.00\|74.25\|70.00\|69755;2026-08-12\|72.23\|0.73\|71.75\|73.13\|71.40\|50672;2026-08-13\|69.99\|-3.10\|72.38\|73.18\|69.76\|55655;2026-08-14\|70.35\|0.51\|70.35\|72.00\|69.30\|40500;2026-08-17\|72.30\|2.77\|70.39\|72.30\|69.50\|43188;2026-08-18\|79.53\|10.00\|72.14\|79.53\|71.64\|85186;2026-08-19\|71.58\|-10.00\|78.02\|78.49\|71.58\|73395;2026-08-20\|73.77\|3.06\|73.22\|74.80\|69.50\|59844;2026-08-21\|71.63\|-2.90\|72.86\|75.20\|70.00\|51364;2026-08-24\|72.66\|1.44\|71.00\|74.04\|69.70\|54066;2026-08-25\|76.41\|5.16\|70.81\|77.07\|69.00\|71621;2026-08-26\|75.48\|-1.22\|77.00\|77.16\|74.31\|43674;2026-08-27\|80.13\|6.16\|76.26\|82.15\|76.26\|87273;2026-08-28\|82.75\|3.27\|79.64\|86.82\|79.64\|75801;2026-08-31\|83.25\|0.60\|80.50\|83.28\|78.88\|48922;2026-09-01\|78.75\|-5.41\|87.10\|87.25\|77.83\|69545;2026-09-02\|72.60\|-7.81\|77.01\|77.66\|72.20\|66236;2026-09-03\|73.30\|0.96\|73.29\|74.10\|70.61\|59628;2026-09-04\|68.33\|-6.78\|73.90\|74.00\|67.57\|66917;2026-09-07\|68.84\|0.75\|69.73\|70.60\|68.50\|42694;2026-09-08\|64.38\|-6.48\|68.76\|69.46\|63.80\|88773;2026-09-09\|63.90\|-0.75\|64.71\|65.20\|62.67\|74328;2026-09-10\|62.74\|-1.82\|63.57\|63.92\|62.32\|46734;2026-09-11\|60.86\|-3.00\|61.81\|62.00\|58.62\|48189;2026-09-14\|61.57\|1.17\|60.57\|62.22\|58.82\|37746	半导体设备精密金属结构件核心供应商，产品进入AMAT、Lam Research供应链，国内配套北方华创、中微公司，间接供ASML光刻机用精密结构件，半导体收入占比超50%。固态电池干法电极设备：收购冠鸿智能51%股权，布局固态电池干法电极压延/涂布设备。可转债强赎完成消除稀释预期。2026-06-09/06-10涨停，06-24再度冲高涨超9%。
116633	消息称台积电先进制程代工将全线涨价	半导体设备+机器人灵巧手+硬脆材料加工行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年5月14日投资者关系活动记录表，公司拟加快推进12英寸大尺寸硅片、砷化镓、磷化铟等半导体材料切割及研磨抛光设备的升级迭代；8英寸SiC切、磨、抛设备已实现批量销售，12英寸大硅片专用切割设备已进入验证阶段；据2025年年度报告，公司将加快半导体切割设备进口替代进程。 2、据2026年5月14日投资者关系活动记录表，公司于2026年1月设立控股子公司湖南宇思弦动机器人有限公司，与知名高校团队合作研发机器人灵巧手、视触觉传感器等产品，拓展机器人关键零部件布局。 3、据2025年半年度报告及2025年年度报告，公司主营高精密数控切、磨、抛设备，产品覆盖消费电子、光伏、半导体等领域，实现在单晶硅、碳化硅、蓝宝石等硬脆材料加工设备的全覆盖，技术水平国内领先。	公司6-8英寸碳化硅切磨抛设备已批量销售，系碳化硅衬底加工核心供应商，并推进12英寸硅片切割设备研发	2026-05-11\|81.95\|10.00\|76.30\|81.95\|76.30\|115834;2026-05-12\|81.87\|-0.10\|81.80\|87.22\|79.00\|152801;2026-05-13\|82.54\|0.82\|80.40\|84.00\|79.00\|122413;2026-05-14\|86.50\|4.80\|84.25\|88.68\|83.50\|136630;2026-05-15\|78.75\|-8.96\|86.20\|86.51\|77.90\|158298;2026-05-18\|81.63\|3.66\|81.00\|84.50\|78.80\|128724;2026-05-19\|85.38\|4.59\|83.00\|85.50\|79.50\|97838;2026-05-20\|87.93\|2.99\|86.66\|90.88\|85.00\|136022;2026-05-21\|82.05\|-6.69\|88.50\|91.00\|81.35\|137637;2026-05-22\|85.90\|4.69\|82.03\|87.50\|82.03\|116431;2026-05-25\|81.73\|-4.85\|87.00\|89.26\|78.49\|155063;2026-05-26\|78.11\|-4.43\|79.90\|80.39\|76.00\|89942;2026-05-27\|81.00\|3.70\|78.00\|81.95\|74.28\|127679;2026-05-28\|89.10\|10.00\|80.03\|89.10\|80.03\|130869;2026-05-29\|82.78\|-7.09\|93.64\|95.60\|81.08\|221409;2026-06-01\|74.50\|-10.00\|82.37\|82.58\|74.50\|103801;2026-06-02\|76.28\|2.39\|71.46\|77.22\|70.80\|143398;2026-06-03\|77.92\|2.15\|76.36\|81.00\|76.36\|114677;2026-06-04\|77.92\|0.00\|77.80\|81.04\|76.00\|85583;2026-06-05\|73.60\|-5.54\|76.06\|77.27\|73.00\|100263;2026-06-08\|51.05\|-10.00\|52.52\|55.50\|51.05\|138313;2026-06-09\|51.98\|1.82\|52.55\|52.99\|49.88\|122213;2026-06-10\|51.35\|-1.21\|50.78\|51.90\|49.20\|120615;2026-06-11\|50.20\|-2.24\|52.00\|52.08\|49.78\|70023;2026-06-12\|49.89\|-0.62\|51.60\|52.57\|49.61\|84188;2026-06-15\|53.30\|6.83\|49.91\|53.40\|49.91\|98506;2026-06-16\|54.72\|2.66\|53.97\|54.98\|52.24\|90918;2026-06-17\|51.58\|-5.74\|54.07\|54.69\|51.28\|145936;2026-06-18\|51.75\|0.33\|52.59\|52.69\|50.23\|135137;2026-06-22\|48.53\|-6.22\|52.19\|52.79\|46.70\|162739;2026-06-23\|47.66\|-1.79\|48.19\|48.40\|46.42\|98601;2026-06-24\|52.43\|10.01\|47.32\|52.43\|46.40\|117746;2026-06-25\|52.11\|-0.61\|53.08\|53.08\|49.89\|213621;2026-06-26\|51.16\|-1.82\|52.00\|53.71\|49.20\|229728;2026-06-29\|48.63\|-4.95\|51.16\|55.40\|47.03\|249711;2026-06-30\|44.23\|-9.05\|49.41\|51.70\|43.83\|270011;2026-07-01\|48.65\|9.99\|44.00\|48.65\|43.23\|213552;2026-07-02\|45.55\|-6.37\|48.04\|48.88\|45.32\|196157;2026-07-03\|44.55\|-2.20\|46.49\|46.95\|44.44\|99253;2026-07-06\|43.61\|-2.11\|44.99\|46.05\|42.26\|114584;2026-07-07\|42.99\|-1.42\|43.65\|45.33\|42.66\|87002;2026-07-08\|39.76\|-7.51\|43.35\|43.60\|39.55\|119535;2026-07-09\|42.68\|7.34\|39.80\|42.93\|37.48\|155283;2026-07-10\|43.56\|2.06\|43.02\|45.80\|41.88\|204503;2026-07-13\|39.69\|-8.88\|43.25\|44.30\|39.31\|121333;2026-07-14\|39.95\|0.66\|40.07\|40.51\|37.87\|97767;2026-07-15\|38.66\|-3.23\|39.99\|40.50\|38.03\|79108;2026-07-16\|37.22\|-3.72\|38.38\|39.35\|37.05\|99161;2026-07-17\|33.50\|-9.99\|36.99\|37.25\|33.50\|104362;2026-07-20\|30.15\|-10.00\|32.90\|33.69\|30.15\|99391;2026-07-21\|32.08\|6.40\|29.89\|32.17\|27.14\|199108;2026-07-22\|32.20\|0.37\|32.43\|34.28\|31.30\|142723;2026-07-23\|31.95\|-0.78\|32.20\|33.40\|31.48\|89943;2026-07-24\|30.23\|-5.38\|31.51\|32.16\|30.09\|89770;2026-07-27\|31.43\|3.97\|30.19\|31.43\|29.61\|97473;2026-07-28\|29.23\|-7.00\|30.90\|31.40\|28.99\|94665;2026-07-29\|28.26\|-3.32\|29.11\|29.14\|27.21\|129812;2026-07-30\|26.24\|-7.15\|28.23\|28.67\|25.85\|119224;2026-07-31\|27.01\|2.93\|27.19\|28.59\|27.00\|93522;2026-08-03\|27.20\|0.70\|27.22\|27.99\|26.85\|103558;2026-08-04\|29.09\|6.95\|27.53\|29.53\|26.90\|98409;2026-08-05\|30.93\|6.33\|29.10\|31.30\|29.07\|99049;2026-08-06\|32.69\|5.69\|30.22\|33.20\|30.01\|134753;2026-08-07\|35.96\|10.00\|32.91\|35.96\|32.02\|158443;2026-08-10\|35.19\|-2.14\|37.09\|37.66\|34.45\|292031;2026-08-11\|35.00\|-0.54\|35.78\|35.78\|33.82\|141490;2026-08-12\|36.21\|3.46\|35.00\|36.50\|34.73\|152152;2026-08-13\|34.65\|-4.31\|36.82\|37.00\|34.65\|146021;2026-08-14\|34.91\|0.75\|35.09\|35.49\|33.95\|106157;2026-08-17\|36.51\|4.58\|35.35\|36.80\|34.87\|116609;2026-08-18\|36.16\|-0.96\|36.71\|37.15\|35.52\|103641;2026-08-19\|32.73\|-9.49\|35.32\|35.32\|32.57\|104420;2026-08-20\|35.33\|7.94\|33.38\|35.63\|32.50\|133758;2026-08-21\|33.96\|-3.88\|35.00\|35.20\|33.20\|128156;2026-08-24\|32.69\|-3.74\|34.00\|35.36\|31.90\|125769;2026-08-25\|32.72\|0.09\|32.13\|33.29\|31.16\|78444;2026-08-26\|32.31\|-1.25\|33.00\|33.26\|31.73\|80792;2026-08-27\|34.65\|7.24\|31.74\|34.76\|31.02\|142729;2026-08-28\|33.81\|-2.42\|34.52\|35.47\|33.70\|113909;2026-08-31\|36.32\|7.42\|33.29\|36.66\|32.88\|147879;2026-09-01\|33.38\|-8.09\|36.40\|36.48\|33.30\|158198;2026-09-02\|33.05\|-0.99\|33.00\|34.55\|32.56\|130110;2026-09-03\|31.85\|-3.63\|33.19\|33.28\|31.12\|135707;2026-09-04\|31.00\|-2.67\|31.95\|33.15\|30.76\|111082;2026-09-07\|31.02\|0.06\|31.29\|32.18\|30.77\|104087;2026-09-08\|30.31\|-2.29\|30.98\|31.21\|30.20\|89363;2026-09-09\|30.92\|2.01\|30.57\|32.10\|30.31\|121761;2026-09-10\|29.94\|-3.17\|30.88\|30.89\|29.82\|80837;2026-09-11\|29.18\|-2.54\|29.69\|29.73\|27.89\|87500;2026-09-14\|29.12\|-0.21\|28.98\|29.37\|28.20\|57830	碳化硅加工设备+12英寸大硅片切割设备+机器人部件。8英寸SiC多线切割机、研磨抛光设备已批量销售，是国内少数能做碳化硅衬底加工设备的厂商。12英寸大硅片专用多线切割机进入客户验证阶段。2026年1月设立控股子公司布局机器人灵巧手及视触觉传感器。2025年归母净利润扭亏。2026-06-24涨停(52.43元)。
116632	消息称台积电先进制程代工将全线涨价	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，台湾亚翔持有公司53.99%股权，年报净利润同比增长40.30%	2026-05-11\|206.20\|2.60\|204.00\|214.75\|203.05\|55459;2026-05-12\|194.90\|-5.48\|204.10\|208.00\|186.00\|89732;2026-05-13\|197.25\|1.21\|190.00\|199.33\|186.01\|49600;2026-05-14\|188.20\|-4.59\|197.00\|198.87\|185.21\|40046;2026-05-15\|190.70\|1.33\|188.00\|202.00\|186.80\|59427;2026-05-18\|183.26\|-3.06\|192.00\|195.68\|182.44\|48803;2026-05-19\|182.85\|-0.22\|181.00\|182.85\|170.03\|68813;2026-05-20\|188.70\|3.20\|182.63\|193.08\|182.63\|56261;2026-05-21\|176.90\|-6.25\|187.35\|192.80\|175.76\|52384;2026-05-22\|176.01\|-0.50\|177.00\|179.00\|170.40\|47081;2026-05-25\|177.69\|0.95\|176.00\|181.68\|173.15\|37733;2026-05-26\|165.11\|-7.08\|178.00\|178.00\|162.28\|65871;2026-05-27\|164.43\|-0.41\|167.30\|170.36\|163.10\|70030;2026-05-28\|160.11\|-2.63\|165.14\|165.99\|158.60\|52228;2026-05-29\|151.20\|-5.56\|160.00\|161.89\|149.90\|65855;2026-06-01\|146.56\|-3.07\|149.96\|152.70\|146.00\|43534;2026-06-02\|149.65\|2.11\|146.74\|152.45\|144.11\|42255;2026-06-03\|150.64\|0.66\|149.63\|155.10\|148.00\|50495;2026-06-04\|156.00\|3.56\|149.00\|157.00\|148.00\|74053;2026-06-05\|170.09\|9.03\|159.00\|171.35\|153.00\|125325;2026-06-08\|187.10\|10.00\|166.25\|187.10\|166.25\|101144;2026-06-09\|205.81\|10.00\|199.94\|205.81\|199.94\|32834;2026-06-10\|222.06\|7.90\|205.00\|226.39\|205.00\|179179;2026-06-11\|230.86\|3.96\|227.62\|237.57\|223.01\|105580;2026-06-12\|218.08\|-5.54\|242.80\|246.98\|215.48\|113689;2026-06-15\|215.39\|-1.23\|220.01\|224.62\|209.99\|99298;2026-06-16\|211.07\|-2.01\|215.39\|219.68\|207.00\|84424;2026-06-17\|232.18\|10.00\|207.00\|232.18\|206.31\|99759;2026-06-18\|215.52\|-7.18\|235.00\|247.65\|213.00\|140749;2026-06-22\|213.72\|-0.84\|214.88\|222.22\|205.00\|93353;2026-06-23\|210.80\|-1.37\|208.99\|214.64\|203.82\|60058;2026-06-24\|231.88\|10.00\|209.00\|231.88\|208.58\|64116;2026-06-25\|255.07\|10.00\|255.07\|255.07\|248.11\|26738;2026-06-26\|260.85\|2.27\|256.00\|270.36\|247.00\|140300;2026-06-29\|276.20\|5.88\|272.03\|283.57\|262.27\|152118;2026-06-30\|272.02\|-1.51\|276.18\|285.00\|263.96\|113180;2026-07-01\|257.81\|-5.22\|269.30\|270.65\|256.61\|89864;2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|154.69\|-3.32\|158.55\|158.70\|150.17\|37968;2026-09-14\|152.21\|-1.60\|152.00\|154.19\|148.50\|25228	半导体/面板厂洁净室工程+机电统包，客户含中芯国际、台积电（南京）、长江存储，属晶圆厂基建受益标的。催化：同柏诚股份逻辑，叠加台积电南京厂扩产预期；SEMI预测2026年全球晶圆厂设备支出1330亿美元。6/24首板，6/25再度涨停。
116631	消息称台积电先进制程代工将全线涨价	HITS先进封装+存储芯片+显示驱动封测行业原因：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6月18日公告，公司拟出资4亿元与关联方共同设立合资公司合肥晶瑞旺科技有限公司，布局HITS先进封装工艺平台，旨在把握人工智能及高性能计算领域的市场增长机遇。 2、据2026年3月20日年报，公司2025年以战略投资方式切入DRAM封测业务，形成“显示+存储”双轮驱动格局，投资标的鑫丰科技为境内少数具备LPDDR5量产封装能力的厂商。 3、据2026年3月20日年报，公司是全球少数可以实现显示驱动芯片封装测试服务一体化的企业，已跻身全球显示驱动芯片封测领域第一梯队，2025年营收达178,313.55万元，同比增长18.79%。	国内显示驱动芯片封测领域龙头，以前段金凸块制造为核心，具备显示驱动芯片全制程封装测试综合服务能力	2026-05-11\|18.65\|2.42\|18.67\|19.23\|18.38\|729804;2026-05-12\|18.34\|-1.66\|18.70\|18.73\|18.07\|485792;2026-05-13\|20.01\|9.11\|17.98\|20.42\|17.70\|1146872;2026-05-14\|19.18\|-4.15\|19.88\|19.88\|19.07\|771040;2026-05-15\|19.31\|0.68\|19.50\|19.85\|18.57\|698544;2026-05-18\|20.82\|7.82\|20.30\|22.65\|19.43\|1266115;2026-05-19\|20.43\|-1.87\|20.51\|20.64\|19.54\|866397;2026-05-20\|20.74\|1.77\|20.35\|21.20\|20.13\|727934;2026-05-21\|19.40\|-6.46\|20.81\|21.48\|19.06\|876415;2026-05-22\|19.75\|1.80\|19.50\|19.94\|18.60\|760722;2026-05-25\|21.89\|10.84\|19.60\|22.50\|19.12\|1087388;2026-05-26\|21.60\|-1.32\|22.18\|22.88\|20.84\|882451;2026-05-27\|20.19\|-6.53\|21.76\|22.17\|19.98\|758401;2026-05-28\|22.50\|11.44\|20.36\|23.05\|20.10\|966814;2026-05-29\|21.10\|-6.22\|22.50\|22.90\|20.85\|797638;2026-06-01\|19.74\|-6.45\|20.88\|21.50\|19.70\|634573;2026-06-02\|19.58\|-0.81\|19.68\|20.08\|18.71\|580321;2026-06-03\|19.37\|-1.07\|19.52\|20.44\|19.19\|575959;2026-06-04\|20.18\|4.18\|18.90\|20.71\|18.83\|579622;2026-06-05\|22.50\|11.50\|19.80\|23.50\|19.02\|1363364;2026-06-08\|22.48\|-0.09\|21.02\|23.36\|20.80\|939086;2026-06-09\|23.96\|6.58\|23.28\|24.38\|22.53\|838026;2026-06-10\|24.55\|2.46\|23.55\|25.19\|23.08\|802368;2026-06-11\|25.20\|2.65\|25.41\|28.24\|24.51\|1457710;2026-06-12\|24.44\|-3.02\|25.95\|26.35\|24.25\|951473;2026-06-15\|26.70\|9.25\|24.66\|26.80\|23.51\|829241;2026-06-16\|26.96\|0.97\|27.47\|28.86\|26.70\|858244;2026-06-17\|28.82\|6.90\|27.00\|28.98\|26.41\|899758;2026-06-18\|30.05\|4.27\|29.88\|32.10\|29.41\|1112989;2026-06-22\|29.94\|-0.37\|30.53\|31.57\|28.82\|844975;2026-06-23\|30.17\|0.77\|30.80\|32.50\|29.44\|825660;2026-06-24\|36.20\|19.99\|32.00\|36.20\|32.00\|845099;2026-06-25\|41.30\|14.09\|40.00\|43.30\|39.00\|1652702;2026-06-26\|39.30\|-4.84\|40.00\|40.77\|38.38\|993193;2026-06-29\|40.02\|1.83\|39.60\|41.00\|35.10\|1202982;2026-06-30\|39.70\|-0.80\|39.80\|40.90\|38.29\|972585;2026-07-01\|40.35\|1.64\|40.88\|41.56\|38.20\|922856;2026-07-02\|39.07\|-3.17\|38.60\|43.03\|36.54\|992592;2026-07-03\|35.31\|-9.62\|38.46\|38.98\|35.13\|911266;2026-07-06\|35.95\|1.81\|36.57\|37.87\|34.17\|883580;2026-07-07\|36.80\|2.36\|35.67\|37.75\|34.58\|581561;2026-07-08\|34.65\|-5.84\|36.80\|37.89\|33.26\|592453;2026-07-09\|39.65\|14.43\|36.96\|39.74\|35.93\|927595;2026-07-10\|35.60\|-10.21\|39.66\|40.44\|35.60\|865662;2026-07-13\|31.30\|-12.08\|34.66\|35.80\|31.10\|828929;2026-07-14\|32.58\|4.09\|32.52\|33.12\|29.95\|739672;2026-07-15\|29.87\|-8.32\|33.97\|34.55\|29.00\|712484;2026-07-16\|27.66\|-7.40\|28.10\|29.96\|27.50\|651685;2026-07-17\|25.45\|-7.99\|27.66\|28.55\|25.41\|784265;2026-07-20\|23.56\|-7.43\|26.70\|27.26\|22.60\|960499;2026-07-21\|27.57\|17.02\|24.02\|27.77\|21.18\|987149;2026-07-22\|27.35\|-0.80\|27.40\|29.35\|26.90\|951687;2026-07-23\|24.79\|-9.36\|27.21\|27.68\|24.60\|728570;2026-07-24\|25.05\|1.05\|24.03\|25.85\|24.03\|635396;2026-07-27\|24.96\|-0.36\|25.06\|25.75\|23.35\|530196;2026-07-28\|22.42\|-10.18\|24.29\|25.06\|22.15\|604576;2026-07-29\|21.07\|-6.02\|22.39\|22.82\|19.75\|793675;2026-07-30\|18.68\|-11.34\|20.97\|21.40\|18.55\|807110;2026-07-31\|19.77\|5.84\|20.85\|21.54\|19.75\|702973;2026-08-03\|18.05\|-8.70\|19.51\|19.84\|17.93\|583011;2026-08-04\|20.00\|10.80\|18.48\|20.17\|18.09\|601600;2026-08-05\|21.70\|8.50\|20.05\|22.20\|20.05\|754110;2026-08-06\|23.58\|8.66\|21.52\|24.96\|21.47\|923554;2026-08-07\|25.25\|7.08\|23.40\|25.73\|23.00\|836226;2026-08-10\|24.46\|-3.13\|25.30\|25.58\|24.01\|535208;2026-08-11\|24.29\|-0.69\|24.35\|24.98\|23.62\|439232;2026-08-12\|24.58\|1.19\|24.51\|25.15\|23.95\|444212;2026-08-13\|24.02\|-2.28\|24.49\|25.59\|23.81\|740607;2026-08-14\|24.17\|0.62\|24.50\|24.68\|23.39\|455749;2026-08-17\|25.95\|7.36\|24.11\|26.18\|24.07\|698540;2026-08-18\|25.96\|0.04\|25.86\|26.80\|25.20\|507380;2026-08-19\|22.94\|-11.63\|24.72\|25.61\|22.65\|664532;2026-08-20\|23.10\|0.70\|23.45\|24.27\|22.70\|436884;2026-08-21\|23.01\|-0.39\|23.29\|23.72\|22.51\|318197;2026-08-24\|23.30\|1.26\|23.01\|23.44\|22.26\|446747;2026-08-25\|22.53\|-3.30\|23.00\|23.10\|21.72\|428397;2026-08-26\|22.53\|0.00\|22.78\|22.84\|21.86\|300991;2026-08-27\|23.78\|5.55\|22.75\|23.92\|22.46\|364034;2026-08-28\|24.46\|2.86\|23.70\|25.80\|23.63\|648102;2026-08-31\|25.41\|3.88\|23.90\|25.87\|23.47\|582641;2026-09-01\|25.34\|-0.28\|25.58\|25.99\|24.76\|482609;2026-09-02\|24.75\|-2.33\|24.80\|25.38\|24.20\|409729;2026-09-03\|24.06\|-2.79\|25.40\|27.18\|22.78\|996402;2026-09-04\|23.86\|-0.83\|24.59\|26.57\|23.36\|885214;2026-09-07\|25.52\|6.96\|24.26\|25.77\|23.02\|787823;2026-09-08\|26.72\|4.70\|25.88\|27.46\|25.30\|840437;2026-09-09\|25.80\|-3.44\|26.89\|26.98\|25.68\|497822;2026-09-10\|25.10\|-2.71\|25.35\|26.19\|25.03\|365331;2026-09-11\|23.89\|-4.82\|24.45\|24.80\|22.87\|503698;2026-09-14\|23.99\|0.42\|23.37\|24.34\|22.95\|345925	DDIC测试+COF/COG封装+DRAM封测布局（合肥鑫丰），公告切入HBM-TSV测试与算力先进封装方向，被贴上"存储封测补涨+HBM测试"标签。催化：存储芯片板块爆发，合肥当地存储产业集群（长鑫）扩产预期→本地封测配套受益。6/24 20CM涨停。
116630	消息称台积电先进制程代工将全线涨价	电子化学品+半导体+高股息 1、据2026年4月24日年报，公司电子化学品板块主要产品包括电子特气超纯氨及湿电子化学品电子级氨水、电子级异丙醇，产品应用于LED、太阳能、集成电路、半导体等领域，超纯氨已形成年产21,000吨的生产能力，产品质量达到7N等级。 2、据2026年5月28日公告，公司2025年年度权益分派已实施，每股派发现金红利1.00元含税，股权登记日为2026年6月3日。 3、据2026年4月24日公告披露的一季报，公司2026年一季度实现归母净利润5293.51万元，同比增长6.68%。	公司电子化学品板块主要产品包括电子特气超纯氨及湿电子化学品，应用于LED、太阳能、集成电路、半导体等领域，超纯氨已形成年产21,000吨的生产能力，产品质量达到7N等级	2026-05-11\|27.39\|0.59\|27.14\|27.69\|27.00\|18341;2026-05-12\|26.82\|-2.08\|27.48\|27.48\|26.61\|17241;2026-05-13\|26.93\|0.41\|26.75\|27.20\|26.71\|13116;2026-05-14\|28.82\|7.02\|26.95\|29.52\|26.90\|66590;2026-05-15\|27.87\|-3.30\|28.83\|29.00\|27.54\|48750;2026-05-18\|27.36\|-1.83\|27.53\|27.88\|26.81\|31033;2026-05-19\|27.20\|-0.58\|27.11\|27.57\|26.68\|23617;2026-05-20\|27.34\|0.51\|27.12\|27.66\|26.86\|19962;2026-05-21\|25.68\|-6.07\|27.21\|27.46\|25.68\|32420;2026-05-22\|26.66\|3.82\|25.76\|26.85\|25.70\|22975;2026-05-25\|26.36\|-1.13\|26.56\|27.09\|26.20\|23969;2026-05-26\|25.93\|-1.63\|26.30\|26.31\|25.30\|18911;2026-05-27\|25.65\|-1.08\|25.83\|26.12\|25.50\|16588;2026-05-28\|26.37\|2.81\|25.88\|26.58\|25.46\|19531;2026-05-29\|25.41\|-3.64\|26.29\|26.38\|25.35\|15431;2026-06-01\|26.23\|3.23\|25.27\|26.44\|25.20\|16793;2026-06-02\|26.12\|-0.42\|26.23\|26.26\|25.62\|13897;2026-06-03\|26.28\|0.61\|26.12\|26.43\|25.97\|15055;2026-06-04\|24.33\|-3.76\|25.02\|25.02\|23.92\|17807;2026-06-05\|24.19\|-0.58\|24.16\|24.55\|23.38\|14310;2026-06-08\|23.19\|-4.13\|24.00\|24.08\|22.81\|14168;2026-06-09\|23.70\|2.20\|23.34\|23.80\|23.14\|9199;2026-06-10\|24.59\|3.76\|23.68\|24.80\|23.18\|20891;2026-06-11\|24.86\|1.10\|24.59\|24.99\|23.96\|22582;2026-06-12\|25.84\|3.94\|25.20\|26.19\|24.69\|40808;2026-06-15\|26.10\|1.01\|25.81\|26.20\|25.39\|20934;2026-06-16\|25.20\|-3.45\|26.00\|26.19\|25.09\|22478;2026-06-17\|24.04\|-4.60\|25.20\|25.30\|23.91\|16972;2026-06-18\|23.61\|-1.79\|24.04\|24.04\|23.28\|14440;2026-06-22\|24.22\|2.58\|23.67\|24.29\|22.92\|18257;2026-06-23\|24.47\|1.03\|24.18\|25.07\|24.01\|16119;2026-06-24\|26.92\|10.01\|24.52\|26.92\|24.52\|28678;2026-06-25\|25.88\|-3.86\|27.33\|28.24\|25.80\|90560;2026-06-26\|24.05\|-7.07\|25.74\|25.88\|24.00\|52898;2026-06-29\|23.32\|-3.04\|24.31\|25.07\|23.03\|46040;2026-06-30\|24.10\|3.34\|23.31\|24.15\|22.82\|42478;2026-07-01\|26.51\|10.00\|24.00\|26.51\|23.85\|32819;2026-07-02\|26.69\|0.68\|26.00\|27.48\|26.00\|75508;2026-07-03\|26.26\|-1.61\|26.82\|27.27\|26.08\|53021;2026-07-06\|25.73\|-2.02\|26.51\|27.13\|25.68\|47103;2026-07-07\|24.49\|-4.82\|25.64\|26.00\|24.32\|33902;2026-07-08\|23.80\|-2.82\|24.60\|24.60\|23.51\|24177;2026-07-09\|23.55\|-1.05\|23.96\|24.43\|23.06\|33236;2026-07-10\|23.00\|-2.34\|23.31\|23.77\|22.85\|58416;2026-07-13\|20.70\|-10.00\|22.88\|22.88\|20.70\|39165;2026-07-14\|20.19\|-2.46\|19.55\|20.29\|19.11\|40115;2026-07-15\|20.08\|-0.54\|20.00\|20.65\|19.91\|23488;2026-07-16\|19.59\|-2.44\|19.73\|20.18\|19.51\|19175;2026-07-17\|18.95\|-3.27\|19.57\|19.76\|18.81\|20505;2026-07-20\|18.24\|-3.75\|19.17\|19.40\|18.06\|27068;2026-07-21\|18.24\|0.00\|18.32\|18.47\|17.40\|22626;2026-07-22\|17.91\|-1.81\|18.25\|18.27\|17.77\|15538;2026-07-23\|18.37\|2.57\|17.80\|18.43\|17.80\|11882;2026-07-24\|18.34\|-0.16\|18.30\|18.56\|18.18\|12780;2026-07-27\|19.29\|5.18\|18.40\|19.50\|18.22\|19962;2026-07-28\|19.21\|-0.41\|19.34\|19.48\|19.09\|9846;2026-07-29\|19.52\|1.61\|19.01\|19.60\|19.01\|12455;2026-07-30\|19.08\|-2.25\|19.39\|19.66\|19.02\|16960;2026-07-31\|19.39\|1.62\|19.37\|19.53\|19.25\|12716;2026-08-03\|19.82\|2.22\|19.33\|19.82\|19.12\|13881;2026-08-04\|19.82\|0.00\|19.89\|20.01\|19.72\|11595;2026-08-05\|20.31\|2.47\|19.90\|20.35\|19.80\|15454;2026-08-06\|20.50\|0.94\|20.31\|20.57\|20.20\|13599;2026-08-07\|20.68\|0.88\|20.50\|20.79\|20.10\|19368;2026-08-10\|21.37\|3.34\|20.56\|21.50\|20.45\|17107;2026-08-11\|21.12\|-1.17\|21.17\|21.48\|21.00\|11952;2026-08-12\|21.26\|0.66\|21.04\|21.60\|21.04\|10146;2026-08-13\|20.63\|-2.96\|21.30\|21.45\|20.61\|17624;2026-08-14\|20.65\|0.10\|20.81\|20.97\|20.62\|9312;2026-08-17\|20.92\|1.31\|20.74\|21.05\|20.56\|10313;2026-08-18\|20.76\|-0.76\|21.16\|21.17\|20.65\|7648;2026-08-19\|20.15\|-2.94\|20.77\|20.77\|20.02\|9962;2026-08-20\|20.49\|1.69\|20.17\|20.57\|20.17\|8131;2026-08-21\|20.55\|0.29\|20.42\|20.67\|19.99\|7888;2026-08-24\|20.32\|-1.12\|20.51\|20.69\|20.09\|7460;2026-08-25\|20.47\|0.74\|20.21\|20.65\|20.13\|8135;2026-08-26\|20.28\|-0.93\|20.52\|20.68\|20.26\|6433;2026-08-27\|19.90\|-1.87\|20.00\|20.25\|19.45\|21891;2026-08-28\|20.14\|1.21\|19.68\|20.32\|19.68\|15778;2026-08-31\|20.15\|0.05\|20.01\|20.20\|19.90\|11785;2026-09-01\|19.99\|-0.79\|20.16\|20.38\|19.92\|11957;2026-09-02\|19.96\|-0.15\|19.91\|20.05\|19.65\|9759;2026-09-03\|19.77\|-0.95\|19.90\|20.18\|19.75\|8675;2026-09-04\|19.66\|-0.56\|19.80\|20.15\|19.56\|12067;2026-09-07\|19.85\|0.97\|19.96\|19.99\|19.63\|9967;2026-09-08\|20.09\|1.21\|19.85\|20.13\|19.81\|7869;2026-09-09\|19.94\|-0.75\|20.00\|20.18\|19.84\|6673;2026-09-10\|19.48\|-2.31\|19.85\|19.88\|19.45\|9744;2026-09-11\|18.96\|-2.67\|19.41\|19.41\|18.64\|13696;2026-09-14\|18.90\|-0.32\|18.91\|19.15\|18.72\|19362	超纯氨（电子特气，用于LED/IC前驱体/氮化镓外延）+低碳脂肪胺+湿电子化学品（电子级氨水/异丙醇），被贴上"电子特气+湿电子化学品"补涨标签。催化：电子化学品/光刻胶板块联动；公司高分红+低负债受机构青睐。
116629	消息称台积电先进制程代工将全线涨价	电子特气+电力设备+真空灭弧室+央企行业原因： 1、“十五五”期间，国家电网公司固定资产投资预计达到4万亿元，较“十四五”投资增长40%。 2、AI数据中心大规模建设，电力需求翻倍增长。据央视新闻4月15日报道，目前中国变压器的产能约占全球60%，今年一季度，“世界变压器之都”江苏常州变压器出口同比增长超六成。公司原因： 1、据2026年4月20日互动易，2025年度公司控股子公司宝光联悦拓展电子特气领域，在氢气基础上拓展高纯氮、六氟化硫、C4气体、氧、氦等多品类产品，形成“氢气为主、多气协同”的业务格局。核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺。 2、据公司2025年年报，宝光智中经营的储能板块提供调频、调压、调峰、备用等电力辅助服务，同步开展工商业储能，提供绿能工厂整体解决方案、源网荷储、光储充一体化系统集成，技术支持等服务。 3、据2025年4月11日年报，公司真空灭弧室在特高压换流变、抽水蓄能发电机断路器实现国产化替代，技术国际领先。 4、据2025年7月10日公告，控股股东宝光集团所持30%股份已无偿划转至中国西电集团，公司实控人仍为国务院国资委。	公司控股子公司宝光联悦拓展电子特气领域，核心产品5N级纯度的高纯氢气，已在高端半导体行业实现批量应用，用于晶圆退火、外延生长等关键工艺	2026-05-11\|18.43\|10.03\|17.09\|18.43\|16.81\|948855;2026-05-12\|17.19\|-6.73\|18.31\|19.20\|16.64\|867835;2026-05-13\|18.91\|10.01\|16.90\|18.91\|16.49\|491730;2026-05-14\|18.94\|0.16\|19.50\|20.80\|18.58\|1124392;2026-05-15\|18.66\|-1.48\|18.80\|19.29\|17.54\|816698;2026-05-18\|16.79\|-10.02\|17.62\|17.67\|16.79\|475559;2026-05-19\|15.11\|-10.01\|15.61\|15.96\|15.11\|685291;2026-05-20\|14.16\|-6.29\|14.72\|15.08\|14.16\|472554;2026-05-21\|13.31\|-6.00\|14.13\|14.30\|13.09\|413592;2026-05-22\|13.54\|1.73\|13.35\|13.61\|13.27\|237917;2026-05-25\|13.34\|-1.48\|13.54\|13.68\|13.19\|241448;2026-05-26\|13.66\|2.40\|13.35\|13.85\|12.76\|424852;2026-05-27\|14.26\|4.39\|13.38\|14.46\|13.06\|461069;2026-05-28\|14.08\|-1.26\|13.90\|14.18\|13.76\|286828;2026-05-29\|13.16\|-6.53\|13.96\|13.96\|13.09\|243647;2026-06-01\|13.88\|5.47\|13.16\|14.08\|13.08\|260544;2026-06-02\|13.23\|-4.68\|13.79\|13.86\|12.90\|230245;2026-06-03\|13.30\|0.53\|13.19\|13.31\|12.77\|195544;2026-06-04\|12.70\|-4.51\|13.08\|13.22\|12.53\|206323;2026-06-05\|12.69\|-0.08\|12.63\|12.92\|12.20\|190799;2026-06-08\|12.09\|-4.73\|12.28\|12.72\|11.90\|155974;2026-06-09\|12.20\|0.91\|12.30\|12.30\|11.87\|115576;2026-06-10\|12.00\|-1.64\|12.19\|12.35\|11.88\|118473;2026-06-11\|12.04\|0.33\|11.91\|12.05\|11.72\|113026;2026-06-12\|11.88\|-1.08\|12.01\|12.22\|11.78\|121420;2026-06-15\|12.25\|3.11\|11.95\|12.26\|11.92\|126438;2026-06-16\|12.54\|2.37\|12.34\|12.79\|12.22\|154609;2026-06-17\|12.29\|-1.99\|12.42\|12.58\|12.25\|116824;2026-06-18\|12.08\|-1.71\|12.25\|12.27\|12.03\|108880;2026-06-22\|12.48\|3.31\|12.07\|12.49\|11.94\|174114;2026-06-23\|13.73\|10.02\|12.68\|13.73\|12.59\|280112;2026-06-24\|15.10\|9.98\|13.88\|15.10\|13.58\|705004;2026-06-25\|15.17\|0.46\|15.00\|15.73\|14.47\|574820;2026-06-26\|14.52\|-4.28\|15.02\|15.17\|14.33\|354583;2026-06-29\|13.70\|-5.65\|14.34\|14.85\|13.40\|326525;2026-06-30\|15.07\|10.00\|13.58\|15.07\|13.07\|346316;2026-07-01\|15.38\|2.06\|15.07\|15.74\|14.90\|441906;2026-07-02\|15.01\|-2.41\|14.90\|15.65\|14.77\|323904;2026-07-03\|15.63\|4.13\|15.00\|15.93\|14.91\|385297;2026-07-06\|16.71\|6.91\|15.63\|17.00\|15.18\|445504;2026-07-07\|16.90\|1.14\|15.99\|17.55\|15.15\|416904;2026-07-08\|15.21\|-10.00\|16.25\|16.90\|15.21\|321137;2026-07-09\|14.84\|-2.43\|14.80\|15.42\|14.16\|351895;2026-07-10\|14.78\|-0.40\|14.80\|15.90\|14.71\|294088;2026-07-13\|13.55\|-8.32\|15.20\|15.70\|13.37\|316352;2026-07-14\|13.31\|-1.77\|13.51\|13.58\|12.88\|213833;2026-07-15\|13.03\|-2.10\|13.17\|13.40\|12.90\|125123;2026-07-16\|12.23\|-6.14\|12.81\|13.00\|12.16\|173639;2026-07-17\|11.20\|-8.42\|12.19\|12.23\|11.02\|205930;2026-07-20\|10.08\|-10.00\|11.36\|11.37\|10.08\|208766;2026-07-21\|10.23\|1.49\|10.17\|10.30\|9.21\|200223;2026-07-22\|10.47\|2.35\|10.17\|10.73\|9.98\|200259;2026-07-23\|11.52\|10.03\|10.52\|11.52\|10.52\|126916;2026-07-24\|11.15\|-3.21\|11.90\|12.15\|11.00\|284191;2026-07-27\|11.78\|5.65\|11.00\|11.85\|10.90\|203690;2026-07-28\|11.83\|0.42\|12.02\|12.55\|11.78\|217714;2026-07-29\|11.73\|-0.85\|11.68\|11.92\|11.40\|200175;2026-07-30\|10.56\|-9.97\|11.56\|11.73\|10.56\|205181;2026-07-31\|11.04\|4.55\|11.00\|11.34\|10.98\|185910;2026-08-03\|11.23\|1.72\|11.01\|11.30\|10.91\|118306;2026-08-04\|12.35\|9.97\|11.69\|12.35\|11.39\|262254;2026-08-05\|12.60\|2.02\|12.19\|12.73\|12.11\|269980;2026-08-06\|13.15\|4.37\|12.40\|13.20\|12.33\|212889;2026-08-07\|13.63\|3.65\|13.18\|13.82\|13.13\|232664;2026-08-10\|14.27\|4.70\|13.54\|14.34\|13.12\|280146;2026-08-11\|13.45\|-5.75\|13.98\|14.21\|13.30\|249719;2026-08-12\|14.80\|10.04\|13.38\|14.80\|13.20\|288482;2026-08-13\|14.42\|-2.57\|14.80\|15.68\|14.30\|431343;2026-08-14\|14.50\|0.55\|14.70\|14.95\|14.22\|205684;2026-08-17\|14.80\|2.07\|14.50\|14.88\|14.37\|136857;2026-08-18\|15.33\|3.58\|14.61\|15.35\|14.40\|214179;2026-08-19\|14.44\|-5.81\|14.85\|15.55\|14.28\|226029;2026-08-20\|14.45\|0.07\|14.77\|15.02\|14.37\|186233;2026-08-21\|15.52\|7.40\|14.39\|15.61\|14.08\|280160;2026-08-24\|14.65\|-5.61\|15.62\|16.08\|14.14\|272011;2026-08-25\|14.78\|0.89\|14.60\|15.10\|14.33\|222029;2026-08-26\|14.66\|-0.81\|14.78\|14.88\|14.30\|158046;2026-08-27\|14.22\|-3.00\|14.60\|14.66\|13.82\|269494;2026-08-28\|14.18\|-0.28\|14.17\|14.98\|13.90\|211040;2026-08-31\|14.56\|2.68\|13.93\|14.64\|13.75\|182594;2026-09-01\|14.42\|-0.96\|14.38\|14.68\|14.12\|122706;2026-09-02\|15.14\|4.99\|14.28\|15.34\|14.22\|272834;2026-09-03\|14.88\|-1.72\|15.00\|15.15\|14.33\|199349;2026-09-04\|14.33\|-3.70\|14.79\|15.15\|14.21\|140875;2026-09-07\|14.69\|2.51\|14.28\|14.80\|14.28\|116047;2026-09-08\|14.69\|0.00\|14.74\|14.91\|14.46\|86688;2026-09-09\|14.43\|-1.77\|14.74\|14.94\|14.24\|90325;2026-09-10\|14.56\|0.90\|14.35\|15.00\|14.18\|126507;2026-09-11\|14.20\|-2.47\|14.39\|14.47\|13.85\|88703;2026-09-14\|14.02\|-1.27\|14.17\|14.38\|13.92\|92622	西电集团旗下真空灭弧室龙头+央企重组预期+电子特气/氢能。30%股权无偿划转至中国西电集团，市场博弈西电集团推进专业化整合。国内真空灭弧室产销量第一，用于特高压/抽水蓄能。控股子公司宝光联悦布局高纯氢、六氟化硫等电子特气。6月央企重组主题活跃+新型电力系统政策暖风。2026-06-23涨停(13.73元)。
116628	消息称台积电先进制程代工将全线涨价	涨停揭秘：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	1、公司子公司成都科美特专注于含氟类特种气体的研产销，主要产品为六氟化硫和四氟化碳，目前为合肥长鑫供应含氟类特种气体； 2、公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-05-11\|94.55\|6.40\|92.78\|97.00\|92.33\|268927;2026-05-12\|93.86\|-0.73\|96.00\|96.53\|92.57\|160399;2026-05-13\|103.25\|10.00\|91.99\|103.25\|91.35\|236592;2026-05-14\|106.90\|3.54\|107.00\|109.99\|104.50\|408573;2026-05-15\|107.46\|0.52\|108.97\|114.80\|106.14\|382605;2026-05-18\|114.19\|6.26\|117.14\|118.21\|113.01\|392406;2026-05-19\|115.96\|1.55\|112.97\|115.96\|107.44\|405614;2026-05-20\|120.56\|3.97\|116.13\|122.98\|116.00\|383040;2026-05-21\|113.90\|-5.52\|122.73\|125.00\|113.63\|425462;2026-05-22\|116.50\|2.28\|114.75\|118.18\|110.32\|345053;2026-05-25\|128.15\|10.00\|119.33\|128.15\|115.55\|393215;2026-05-26\|123.21\|-3.85\|125.54\|126.19\|119.60\|396234;2026-05-27\|118.41\|-3.90\|125.00\|127.48\|117.30\|306556;2026-05-28\|115.36\|-2.58\|114.82\|116.90\|110.94\|280206;2026-05-29\|107.67\|-6.67\|115.84\|117.60\|106.23\|301604;2026-06-01\|104.99\|-2.21\|108.00\|110.80\|104.59\|214901;2026-06-02\|109.63\|4.42\|104.87\|112.00\|103.40\|255249;2026-06-03\|113.80\|3.80\|110.19\|116.00\|110.10\|244695;2026-06-04\|117.78\|3.50\|111.50\|120.00\|111.48\|274044;2026-06-05\|115.00\|-2.36\|113.74\|119.09\|111.41\|258014;2026-06-08\|105.62\|-8.16\|107.66\|110.00\|104.70\|237896;2026-06-09\|111.41\|5.48\|108.79\|111.50\|105.81\|210295;2026-06-10\|122.55\|10.00\|107.95\|122.55\|107.10\|334547;2026-06-11\|134.81\|10.00\|126.22\|134.81\|124.00\|576461;2026-06-12\|132.99\|-1.35\|140.01\|144.50\|131.81\|663193;2026-06-15\|138.83\|4.39\|133.32\|138.88\|128.00\|406589;2026-06-16\|137.76\|-0.77\|137.45\|143.60\|135.05\|366139;2026-06-17\|147.92\|7.38\|137.00\|149.22\|136.00\|374932;2026-06-18\|150.16\|1.51\|146.44\|151.60\|143.85\|317760;2026-06-22\|165.18\|10.00\|152.86\|165.18\|152.86\|347296;2026-06-23\|157.32\|-4.76\|160.03\|167.80\|155.20\|351117;2026-06-24\|173.05\|10.00\|155.00\|173.05\|155.00\|325014;2026-06-25\|181.03\|4.61\|184.00\|186.50\|172.00\|407547;2026-06-26\|188.60\|4.18\|180.00\|195.20\|178.20\|355978;2026-06-29\|207.46\|10.00\|199.13\|207.46\|191.18\|416677;2026-06-30\|224.50\|8.21\|216.24\|228.10\|207.47\|447219;2026-07-01\|236.09\|5.16\|220.00\|246.44\|218.00\|449673;2026-07-02\|212.48\|-10.00\|216.00\|225.88\|212.48\|424821;2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959;2026-07-13\|189.02\|-8.76\|205.01\|209.31\|186.83\|344460;2026-07-14\|187.49\|-0.81\|192.80\|193.50\|174.58\|352871;2026-07-15\|171.30\|-8.64\|190.52\|194.88\|170.05\|304103;2026-07-16\|156.00\|-8.93\|167.44\|169.65\|154.17\|329345;2026-07-17\|145.00\|-7.05\|158.24\|160.77\|144.00\|366828;2026-07-20\|130.50\|-10.00\|149.11\|150.00\|130.50\|261485;2026-07-21\|143.55\|10.00\|132.00\|143.55\|117.45\|456994;2026-07-22\|149.86\|4.40\|146.42\|157.91\|146.40\|492182;2026-07-23\|149.07\|-0.53\|151.98\|154.36\|144.31\|333068;2026-07-24\|153.95\|3.27\|146.50\|158.75\|145.00\|417189;2026-07-27\|169.35\|10.00\|154.20\|169.35\|153.00\|524016;2026-07-28\|166.43\|-1.72\|163.70\|175.30\|159.00\|581710;2026-07-29\|152.18\|-8.56\|160.00\|162.80\|149.79\|516848;2026-07-30\|136.96\|-10.00\|147.99\|149.96\|136.96\|388356;2026-07-31\|133.80\|-2.31\|150.00\|150.00\|133.01\|481449;2026-08-03\|120.91\|-9.63\|130.00\|131.66\|120.42\|384574;2026-08-04\|129.48\|7.09\|122.01\|130.64\|118.94\|401298;2026-08-05\|140.62\|8.60\|128.00\|142.43\|128.00\|427991;2026-08-06\|145.01\|3.12\|135.03\|148.17\|135.02\|386812;2026-08-07\|148.78\|2.60\|145.01\|150.95\|142.51\|316285;2026-08-10\|155.24\|4.34\|152.00\|155.55\|146.30\|351494;2026-08-11\|150.29\|-3.19\|151.41\|156.30\|148.02\|289600;2026-08-12\|155.19\|3.26\|153.50\|158.66\|152.00\|283434;2026-08-13\|149.50\|-3.67\|158.10\|158.60\|149.38\|324574;2026-08-14\|151.22\|1.15\|152.01\|153.50\|147.17\|226483;2026-08-17\|159.01\|5.15\|151.16\|159.44\|149.88\|290225;2026-08-18\|158.86\|-0.09\|160.95\|163.19\|155.50\|271968;2026-08-19\|142.97\|-10.00\|147.04\|152.99\|142.97\|271395;2026-08-20\|138.38\|-3.21\|140.41\|143.45\|136.61\|249985;2026-08-21\|138.50\|0.09\|137.89\|140.88\|135.46\|190766;2026-08-24\|140.59\|1.51\|139.30\|144.01\|136.60\|241750;2026-08-25\|137.19\|-2.42\|135.20\|139.50\|130.18\|217640;2026-08-26\|135.23\|-1.43\|137.60\|137.74\|132.00\|182359;2026-08-27\|143.91\|6.42\|137.03\|144.00\|136.15\|198869;2026-08-28\|142.06\|-1.29\|144.41\|148.30\|141.91\|173369;2026-08-31\|142.37\|0.22\|139.18\|143.54\|136.16\|185612;2026-09-01\|134.23\|-5.72\|143.88\|144.58\|134.00\|180211;2026-09-02\|130.84\|-2.53\|131.32\|133.22\|129.64\|127754;2026-09-03\|131.60\|0.58\|133.21\|133.96\|129.86\|104163;2026-09-04\|126.62\|-3.78\|132.43\|132.99\|125.27\|142510;2026-09-07\|131.00\|3.46\|128.72\|131.99\|128.00\|137498;2026-09-08\|132.12\|0.85\|133.30\|137.33\|130.04\|218402;2026-09-09\|131.52\|-0.45\|132.51\|134.55\|130.50\|137661;2026-09-10\|133.48\|1.49\|131.24\|136.90\|129.00\|197423;2026-09-11\|129.99\|-2.61\|130.00\|131.33\|125.30\|177702;2026-09-14\|128.52\|-1.13\|127.00\|130.00\|125.04\|110752	HBM前驱体核心供应商+半导体材料平台。子公司UP Chemical是三星、SK海力士HBM用ALD/CVD前驱体核心供应商，国内无对等竞争对手，直接受益全球HBM扩产及国内存储厂前驱体国产化导入。多产品线受益存储周期：半导体前驱体、KrF光刻胶及配套试剂可用于CoWoS先进封装，前驱体有涨价预期。电子特气+LNG保温板提供业绩底仓。6月存储芯片板块带动半导体材料分支爆发。2026-06-10/11两连板、06-24再度涨停。
116627	消息称台积电先进制程代工将全线涨价	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，2026年固定资产投资预算约100亿，重点布局先进封装产线等	2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614;2026-07-27\|82.35\|-0.66\|81.76\|84.20\|77.10\|1428580;2026-07-28\|76.83\|-6.70\|79.30\|82.87\|75.56\|1375950;2026-07-29\|71.68\|-6.70\|76.70\|77.45\|69.70\|1670628;2026-07-30\|64.51\|-10.00\|70.00\|71.33\|64.51\|1597939;2026-07-31\|65.71\|1.86\|70.27\|70.27\|65.56\|1603603;2026-08-03\|61.00\|-7.17\|64.10\|65.42\|60.84\|1350914;2026-08-04\|65.41\|7.23\|61.99\|66.10\|61.15\|1435993;2026-08-05\|68.97\|5.44\|65.71\|70.59\|65.70\|1761053;2026-08-06\|75.87\|10.00\|67.01\|75.87\|67.01\|2359071;2026-08-07\|77.75\|2.48\|75.15\|78.74\|73.97\|2283414;2026-08-10\|78.52\|0.99\|78.42\|79.49\|76.00\|1430998;2026-08-11\|77.67\|-1.08\|77.10\|80.64\|76.60\|1307868;2026-08-12\|78.18\|0.66\|78.00\|79.08\|76.70\|1040983;2026-08-13\|77.82\|-0.46\|79.30\|81.88\|77.77\|1500489;2026-08-14\|78.71\|1.14\|78.99\|79.28\|76.40\|1144793;2026-08-17\|85.85\|9.07\|78.93\|86.48\|78.93\|1911583;2026-08-18\|85.42\|-0.50\|85.69\|87.50\|84.20\|1508332;2026-08-19\|77.74\|-8.99\|81.11\|83.23\|76.95\|1591708;2026-08-20\|79.48\|2.24\|79.80\|82.13\|77.82\|1234670;2026-08-21\|78.57\|-1.14\|78.29\|80.50\|77.51\|970160;2026-08-24\|73.80\|-6.07\|78.56\|78.56\|72.27\|1119896;2026-08-25\|74.05\|0.34\|72.57\|75.30\|71.06\|861808;2026-08-26\|73.62\|-0.58\|74.25\|74.85\|72.80\|671393;2026-08-27\|76.54\|3.97\|74.28\|76.82\|73.95\|974650;2026-08-28\|74.93\|-2.10\|76.60\|77.98\|74.85\|892019;2026-08-31\|75.75\|1.09\|72.18\|76.00\|72.18\|738559;2026-09-01\|73.29\|-3.25\|75.75\|76.38\|73.00\|578787;2026-09-02\|71.31\|-2.70\|71.75\|72.49\|71.01\|553454;2026-09-03\|71.27\|-0.06\|72.28\|72.52\|70.32\|498105;2026-09-04\|67.36\|-5.49\|71.39\|71.92\|66.63\|1162919;2026-09-07\|69.00\|2.43\|68.59\|69.49\|67.66\|821696;2026-09-08\|68.60\|-0.58\|69.57\|70.30\|68.11\|738361;2026-09-09\|68.64\|0.06\|69.10\|70.28\|68.19\|613675;2026-09-10\|68.12\|-0.76\|68.00\|69.44\|67.12\|481936;2026-09-11\|67.74\|-0.56\|66.50\|68.12\|65.50\|665414;2026-09-14\|66.33\|-2.08\|66.80\|67.37\|65.57\|458552	先进封装龙头+HBM/AI封测+78亿临港扩产。6月24日晚公告拟总投资78亿元在上海临港建高端先进封测工厂，重点布局2.5D/3D堆叠、HBM封装、Chiplet、混合键合及CPO光电共封装。国内极少数具备大尺寸晶圆级封装及HBM相关封测能力厂商，AI相关销售额占比升至21%（同比+43%），摩根大通上调至增持。美光财报引爆存储+封测链，获消闲派、小鳄鱼等一线游资合力买入。2026-06-24涨停(94.70元)，06-25续涨，近4天3板。
116626	消息称台积电先进制程代工将全线涨价	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装，海太半导体由公司和SK海力士共同投资组建，公司持有海太半导体55%股权，SK海力士持有海太半导体45%股权	2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729;2026-07-17\|16.86\|-9.98\|18.70\|18.92\|16.86\|2402459;2026-07-20\|15.17\|-10.02\|17.20\|17.37\|15.17\|2189364;2026-07-21\|16.69\|10.02\|15.27\|16.69\|13.65\|3685336;2026-07-22\|16.69\|0.00\|16.62\|17.77\|16.49\|3626663;2026-07-23\|16.23\|-2.76\|16.98\|17.27\|16.13\|2249339;2026-07-24\|16.29\|0.37\|15.80\|16.93\|15.78\|2446674;2026-07-27\|17.92\|10.01\|16.78\|17.92\|16.00\|1999910;2026-07-28\|18.37\|2.51\|17.92\|19.45\|17.88\|4569863;2026-07-29\|17.40\|-5.28\|18.00\|18.80\|16.53\|4304830;2026-07-30\|15.66\|-10.00\|16.85\|17.37\|15.66\|3237655;2026-07-31\|17.23\|10.03\|17.23\|17.23\|16.58\|3694421;2026-08-03\|16.28\|-5.51\|16.73\|17.21\|16.11\|3669009;2026-08-04\|17.15\|5.34\|16.52\|17.26\|15.81\|3595757;2026-08-05\|18.45\|7.58\|17.20\|18.87\|17.19\|4699440;2026-08-06\|19.17\|3.90\|17.80\|19.60\|17.75\|4541066;2026-08-07\|19.53\|1.88\|18.90\|19.98\|18.45\|3903982;2026-08-10\|19.27\|-1.33\|19.58\|19.90\|18.60\|2853386;2026-08-11\|21.20\|10.02\|18.84\|21.20\|18.80\|3198631;2026-08-12\|22.71\|7.12\|22.00\|23.00\|21.32\|5041945;2026-08-13\|23.78\|4.71\|22.80\|24.88\|21.91\|5129033;2026-08-14\|22.95\|-3.49\|23.50\|24.15\|22.61\|3722529;2026-08-17\|23.86\|3.97\|22.50\|24.14\|22.21\|3791903;2026-08-18\|23.00\|-3.60\|23.87\|23.95\|22.90\|2980239;2026-08-19\|21.12\|-8.17\|21.65\|22.60\|20.70\|3053660;2026-08-20\|21.21\|0.43\|21.49\|21.85\|20.75\|2218656;2026-08-21\|21.44\|1.08\|21.11\|21.95\|20.80\|1947900;2026-08-24\|20.30\|-5.32\|21.26\|21.54\|19.80\|2068374;2026-08-25\|19.94\|-1.77\|19.50\|20.38\|19.05\|1691266;2026-08-26\|19.63\|-1.55\|20.00\|20.11\|19.20\|1444680;2026-08-27\|20.14\|2.60\|19.30\|20.30\|19.24\|2220057;2026-08-28\|19.53\|-3.03\|19.95\|20.44\|19.52\|1872433;2026-08-31\|19.34\|-0.97\|18.88\|19.39\|18.62\|1569157;2026-09-01\|18.52\|-4.24\|19.34\|19.60\|18.39\|1418590;2026-09-02\|18.23\|-1.57\|18.27\|18.47\|17.84\|1209976;2026-09-03\|17.98\|-1.37\|18.45\|18.51\|17.70\|1149451;2026-09-04\|17.22\|-4.23\|18.07\|18.19\|17.06\|1306497;2026-09-07\|17.96\|4.30\|17.56\|18.23\|17.46\|1808423;2026-09-08\|18.59\|3.51\|18.01\|19.20\|17.66\|3033701;2026-09-09\|18.16\|-2.31\|18.64\|19.17\|18.03\|1916309;2026-09-10\|19.98\|10.02\|18.27\|19.98\|18.27\|1908704;2026-09-11\|19.50\|-2.40\|19.44\|19.80\|18.88\|3144139;2026-09-14\|18.73\|-3.95\|18.79\|19.08\|17.96\|2050710	海太半导体(SK海力士合资)+HBM DRAM封测+十一科技洁净室EPC。子公司海太半导体（持股55%）是SK海力士在华唯一DRAM后道封测基地，承接其全球40%-50% DRAM封测，已量产HBM3E封测，直接受益SK海力士HBM4E送样效应。十一科技是国内晶圆厂洁净室工程绝对龙头(市占率>60%)，在手订单400亿+。重大诉讼结案+新董事长上任有无锡国资整合预期。2026-06-24涨停(23.01元)，06-25缩量一字2连板。
116625	消息称台积电先进制程代工将全线涨价	PCB用化学试剂+电子化学品+一季报增长行业原因： 1、据央视财经，沙特的朱拜勒工业区此前供应了全球大约70%的PPE树脂。但在今年3月底，由于霍尔木兹海峡航运受阻，相关工厂就已经停产。树脂是制造印刷电路板的重要材料，其中，PPE树脂主要用于高端产品。 2、据央视财经，今年以来，算力需求爆发，带动电子布价格大幅上涨。截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月11日互动易，公司PCB用化学试剂包括各类规格的过硫酸钠、硫酸铜、硝酸银、氢氧化钠、盐酸、硫酸、硝酸、环氧氯丙烷、氢氟酸、丙酮、氨水、甲醛等。 2、据2026年5月15日机构调研，公司部分电子化学品可用于半导体生产过程中的清洗、蚀刻、显影、去胶等工艺环节。 3、公司主要从事化学试剂的研发、生产、销售，原料药及食品添加剂生产及销售，并从事部分化工原料贸易等业务。产品主要应用领域包括新材料、生物医药、石油化工、新能源等行业。 4、据2026年4月29日一季报，公司2026年一季度归母净利润为1198.05万元，同比增长38.68%。	公司拥有光刻胶配套试剂产品，和英特尔产品（成都）有限公司，美维控股，兴森电子，信利半导体，超声电子、韩国东进世美肯公司等建立业务合作关系	2026-05-11\|8.18\|1.11\|8.10\|8.21\|8.08\|213266;2026-05-12\|8.08\|-1.22\|8.17\|8.17\|7.99\|161465;2026-05-13\|8.15\|0.87\|8.02\|8.16\|8.01\|155666;2026-05-14\|8.04\|-1.35\|8.17\|8.23\|8.03\|233954;2026-05-15\|8.20\|1.99\|8.04\|8.30\|8.02\|276571;2026-05-18\|8.21\|0.12\|8.14\|8.24\|7.99\|207124;2026-05-19\|8.22\|0.12\|8.21\|8.30\|8.10\|188887;2026-05-20\|8.46\|2.92\|8.20\|8.50\|8.16\|513884;2026-05-21\|8.09\|-4.37\|8.46\|8.49\|7.98\|499191;2026-05-22\|8.30\|2.60\|8.01\|8.32\|7.80\|342801;2026-05-25\|8.45\|1.81\|8.30\|8.50\|8.24\|362370;2026-05-26\|8.27\|-2.13\|8.40\|8.43\|8.18\|300152;2026-05-27\|7.96\|-3.75\|8.22\|8.40\|7.92\|297196;2026-05-28\|8.12\|2.01\|7.91\|8.23\|7.83\|232615;2026-05-29\|7.51\|-7.51\|8.05\|8.09\|7.41\|415272;2026-06-01\|7.60\|1.20\|7.45\|7.67\|7.40\|183225;2026-06-02\|7.43\|-2.24\|7.56\|7.58\|7.41\|162672;2026-06-03\|7.41\|-0.27\|7.39\|7.59\|7.17\|218782;2026-06-04\|7.49\|1.08\|7.35\|7.54\|7.27\|176859;2026-06-05\|7.55\|0.80\|7.46\|7.71\|7.10\|313697;2026-06-08\|7.16\|-5.17\|7.33\|7.53\|7.05\|224122;2026-06-09\|7.88\|10.06\|7.28\|7.88\|7.13\|427803;2026-06-10\|8.06\|2.28\|7.88\|8.17\|7.80\|675158;2026-06-11\|8.22\|1.99\|8.00\|8.27\|7.90\|615470;2026-06-12\|7.93\|-3.53\|8.21\|8.24\|7.88\|479280;2026-06-15\|8.25\|4.04\|7.90\|8.34\|7.85\|480879;2026-06-16\|8.50\|3.03\|8.14\|8.61\|8.08\|688546;2026-06-17\|8.44\|-0.71\|8.32\|8.63\|8.28\|537766;2026-06-18\|8.86\|4.98\|8.36\|9.00\|8.28\|788274;2026-06-22\|9.11\|2.82\|9.04\|9.30\|8.94\|1008817;2026-06-23\|10.02\|9.99\|9.50\|10.02\|9.50\|705984;2026-06-24\|11.02\|9.98\|11.02\|11.02\|11.02\|148228;2026-06-25\|10.27\|-6.81\|11.75\|11.75\|9.92\|2193941;2026-06-26\|9.62\|-6.33\|9.92\|10.33\|9.50\|1425152;2026-06-29\|9.35\|-2.81\|9.75\|10.30\|8.94\|1298172;2026-06-30\|9.48\|1.39\|9.15\|9.59\|8.95\|929595;2026-07-01\|10.00\|5.49\|9.41\|10.09\|9.35\|1210803;2026-07-02\|11.00\|10.00\|9.70\|11.00\|9.61\|1099635;2026-07-03\|9.95\|-9.55\|10.56\|10.76\|9.92\|1217954;2026-07-06\|9.36\|-5.93\|10.11\|10.15\|9.33\|766836;2026-07-07\|9.92\|5.98\|9.26\|10.30\|9.20\|1025194;2026-07-08\|9.58\|-3.43\|10.02\|10.23\|9.35\|889118;2026-07-09\|9.12\|-4.80\|9.39\|9.61\|8.76\|922732;2026-07-10\|8.76\|-3.95\|8.95\|9.41\|8.76\|812948;2026-07-13\|8.03\|-8.33\|8.47\|9.03\|7.94\|694560;2026-07-14\|8.15\|1.49\|8.00\|8.25\|7.89\|448170;2026-07-15\|8.23\|0.98\|8.40\|8.70\|8.14\|594565;2026-07-16\|8.04\|-2.31\|7.97\|8.26\|7.91\|394953;2026-07-17\|7.62\|-5.22\|8.11\|8.35\|7.60\|543836;2026-07-20\|6.91\|-9.32\|7.72\|7.74\|6.86\|627294;2026-07-21\|7.06\|2.17\|6.91\|7.07\|6.23\|662589;2026-07-22\|6.98\|-1.13\|6.83\|7.17\|6.83\|448789;2026-07-23\|7.14\|2.29\|7.00\|7.15\|6.91\|359180;2026-07-24\|6.96\|-2.52\|7.03\|7.31\|6.95\|362612;2026-07-27\|7.26\|4.31\|6.92\|7.26\|6.86\|391822;2026-07-28\|7.30\|0.55\|7.25\|7.62\|7.19\|436203;2026-07-29\|7.28\|-0.27\|7.32\|7.33\|7.02\|360089;2026-07-30\|6.98\|-4.12\|7.20\|7.27\|6.94\|363612;2026-07-31\|7.22\|3.44\|7.24\|7.39\|7.15\|413578;2026-08-03\|7.35\|1.80\|7.22\|7.37\|7.16\|311886;2026-08-04\|7.55\|2.72\|7.40\|7.58\|7.38\|284800;2026-08-05\|7.79\|3.18\|7.58\|7.81\|7.53\|369682;2026-08-06\|7.98\|2.44\|7.70\|8.00\|7.70\|389695;2026-08-07\|8.12\|1.75\|7.98\|8.15\|7.78\|408996;2026-08-10\|8.34\|2.71\|8.14\|8.34\|8.08\|345497;2026-08-11\|8.18\|-1.92\|8.22\|8.36\|8.14\|252508;2026-08-12\|8.24\|0.73\|8.22\|8.28\|8.17\|177932;2026-08-13\|8.13\|-1.33\|8.28\|8.37\|8.13\|229767;2026-08-14\|8.24\|1.35\|8.19\|8.29\|8.10\|180810;2026-08-17\|8.37\|1.58\|8.21\|8.37\|8.11\|201883;2026-08-18\|8.25\|-1.43\|8.36\|8.45\|8.16\|200220;2026-08-19\|7.96\|-3.52\|8.08\|8.23\|7.94\|231422;2026-08-20\|8.06\|1.26\|8.01\|8.16\|7.98\|185723;2026-08-21\|8.05\|-0.12\|8.00\|8.08\|7.85\|141693;2026-08-24\|8.09\|0.50\|8.05\|8.15\|7.92\|190304;2026-08-25\|8.14\|0.62\|7.98\|8.18\|7.88\|204370;2026-08-26\|8.16\|0.25\|8.11\|8.23\|8.03\|175151;2026-08-27\|8.30\|1.72\|8.11\|8.32\|8.11\|224103;2026-08-28\|8.39\|1.08\|8.30\|8.40\|8.24\|300724;2026-08-31\|8.38\|-0.12\|8.33\|8.42\|8.21\|270874;2026-09-01\|8.38\|0.00\|8.39\|8.40\|8.25\|219767;2026-09-02\|8.39\|0.12\|8.29\|8.46\|8.26\|196751;2026-09-03\|8.18\|-2.50\|8.45\|8.45\|8.15\|225322;2026-09-04\|8.00\|-2.20\|8.22\|8.28\|7.95\|249781;2026-09-07\|8.06\|0.75\|8.00\|8.10\|7.97\|142243;2026-09-08\|8.13\|0.87\|8.07\|8.14\|7.99\|156130;2026-09-09\|8.06\|-0.86\|8.11\|8.20\|8.01\|143876;2026-09-10\|7.95\|-1.36\|8.01\|8.04\|7.91\|129373;2026-09-11\|7.78\|-2.14\|7.84\|7.87\|7.57\|166868;2026-09-14\|7.89\|1.41\|7.78\|7.94\|7.62\|117790	半导体湿电子化学品+光刻胶配套试剂+AI PCB耗材。具备SEMI G5级高纯异丙醇（IPA）、光刻配套显影/剥离液，批量供货中芯国际、长江存储及深南电路等AI高阶PCB龙头。锆前驱体断供替代预期：日本东曹限制氧化锆前驱体对华出口，西陇是国内少数可规模化外销电子级正丙醇锆的厂商。2026Q1扭亏，总市值60亿小盘股。6月光刻胶/半导体材料板块联动+AI PCB上游耗材需求预期。2026-06-23/06-24走出2连板(11.02元)。
116624	消息称台积电先进制程代工将全线涨价	半导体附属装备+光刻胶剥离液+产品测试进展行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月1日机构调研，公司围绕半导体生产主设备打造附属装备和核心零部件平台，研制涵盖L/S、LOC-VOC、真空设备、温控设备等多品类核心产品，已在重要技术路线掌握、核心工艺段覆盖等方面取得成绩。 2、据2026年4月23日年报，公司“国产半导体制程附属设备及关键零部件项目一期”正式投产；L/S设备新机型在国际知名半导体客户ETCH制程测试，多级罗茨真空设备部分产品已发送至国际知名半导体客户验证测试。 3、据2026年4月23日年报及2025年7月24日公告，公司电子化学品材料包括光刻胶剥离液、蚀刻液等，2025年该业务收入4,949.44万元，同比增长72.28%。	公司为华为武汉研发生产项目-海思光工厂洁净室提供工艺废气治理系统	2026-05-11\|26.30\|0.96\|26.07\|26.41\|25.86\|23292;2026-05-12\|25.83\|-1.79\|26.30\|26.30\|25.66\|18626;2026-05-13\|26.69\|3.33\|25.80\|26.98\|25.29\|37710;2026-05-14\|27.34\|2.44\|26.69\|27.98\|26.00\|61661;2026-05-15\|27.81\|1.72\|27.17\|28.28\|27.17\|58045;2026-05-18\|27.75\|-0.22\|27.77\|27.93\|27.36\|34453;2026-05-19\|27.85\|0.36\|27.50\|28.27\|27.50\|26189;2026-05-20\|30.64\|10.02\|27.85\|30.64\|27.73\|91249;2026-05-21\|32.90\|7.38\|32.26\|33.70\|31.90\|153716;2026-05-22\|30.49\|-7.33\|33.59\|33.70\|30.07\|200735;2026-05-25\|30.45\|-0.13\|30.00\|31.29\|29.30\|147149;2026-05-26\|29.80\|-2.13\|29.88\|30.30\|28.51\|119122;2026-05-27\|28.34\|-4.90\|29.65\|30.90\|27.76\|87017;2026-05-28\|31.17\|9.99\|27.77\|31.17\|27.32\|123539;2026-05-29\|34.29\|10.01\|32.36\|34.29\|32.28\|149731;2026-06-01\|32.87\|-4.14\|33.00\|34.98\|32.33\|193610;2026-06-02\|33.95\|3.29\|33.03\|34.96\|32.82\|164628;2026-06-03\|32.48\|-4.33\|32.75\|33.77\|31.90\|127052;2026-06-04\|31.39\|-3.36\|31.86\|32.57\|31.30\|76507;2026-06-05\|30.18\|-3.85\|31.45\|31.48\|29.71\|82255;2026-06-08\|28.86\|-4.37\|29.00\|30.46\|28.20\|81225;2026-06-09\|29.92\|3.67\|28.86\|30.49\|28.86\|63474;2026-06-10\|30.75\|2.77\|29.54\|31.45\|29.51\|77112;2026-06-11\|33.83\|10.02\|30.33\|33.83\|30.33\|53790;2026-06-12\|33.76\|-0.21\|35.12\|37.21\|33.76\|178626;2026-06-15\|34.26\|1.48\|33.40\|34.75\|32.50\|128622;2026-06-16\|35.62\|3.97\|34.06\|35.88\|33.50\|133892;2026-06-17\|39.18\|9.99\|34.70\|39.18\|34.43\|144277;2026-06-18\|43.10\|10.01\|39.20\|43.10\|38.16\|183728;2026-06-22\|41.80\|-3.02\|43.96\|44.98\|39.72\|199339;2026-06-23\|41.18\|-1.48\|40.93\|42.10\|39.88\|102119;2026-06-24\|45.30\|10.00\|39.77\|45.30\|38.98\|164078;2026-06-25\|47.76\|5.43\|47.22\|49.83\|47.01\|203695;2026-06-26\|51.02\|6.83\|48.18\|52.15\|48.00\|148592;2026-06-29\|53.65\|5.15\|50.93\|55.10\|50.03\|150397;2026-06-30\|51.26\|-4.45\|53.12\|55.79\|49.69\|165735;2026-07-01\|55.30\|7.88\|50.75\|56.39\|50.20\|197876;2026-07-02\|49.77\|-10.00\|54.55\|54.80\|49.77\|161199;2026-07-03\|48.21\|-3.13\|47.67\|50.59\|47.30\|124058;2026-07-06\|45.91\|-4.77\|47.66\|49.60\|45.54\|77596;2026-07-07\|44.17\|-3.79\|45.47\|46.37\|43.90\|67716;2026-07-08\|42.27\|-4.30\|44.26\|44.88\|41.40\|52771;2026-07-09\|42.99\|1.70\|43.12\|43.35\|40.95\|48068;2026-07-10\|40.75\|-5.21\|43.18\|44.55\|40.71\|66642;2026-07-13\|37.09\|-8.98\|40.24\|40.98\|36.93\|57476;2026-07-14\|36.92\|-0.46\|37.00\|37.89\|35.28\|52577;2026-07-15\|34.93\|-5.39\|36.95\|37.38\|34.66\|49900;2026-07-16\|32.48\|-7.01\|34.80\|34.93\|32.00\|49022;2026-07-17\|29.41\|-9.45\|33.04\|33.04\|29.24\|68798;2026-07-20\|26.47\|-10.00\|29.78\|29.82\|26.47\|73710;2026-07-21\|28.18\|6.46\|27.44\|28.33\|23.82\|115747;2026-07-22\|27.12\|-3.76\|27.23\|29.17\|26.80\|82074;2026-07-23\|26.70\|-1.55\|27.44\|28.00\|26.30\|48410;2026-07-24\|27.10\|1.50\|26.85\|28.45\|26.50\|67215;2026-07-27\|27.81\|2.62\|26.73\|27.94\|26.26\|55850;2026-07-28\|26.22\|-5.72\|27.55\|28.83\|26.00\|58197;2026-07-29\|25.32\|-3.43\|25.49\|26.55\|24.05\|78346;2026-07-30\|23.18\|-8.45\|25.18\|25.63\|22.90\|77347;2026-07-31\|23.97\|3.41\|24.15\|25.50\|23.96\|97156;2026-08-03\|23.27\|-2.92\|24.30\|24.30\|23.08\|82679;2026-08-04\|24.78\|6.49\|23.37\|24.87\|23.19\|62944;2026-08-05\|26.24\|5.89\|24.74\|26.49\|24.60\|82926;2026-08-06\|26.93\|2.63\|25.65\|27.05\|25.65\|59996;2026-08-07\|28.12\|4.42\|26.83\|28.54\|26.40\|63695;2026-08-10\|27.80\|-1.14\|28.35\|28.52\|27.09\|54842;2026-08-11\|27.87\|0.25\|27.79\|28.58\|26.93\|44414;2026-08-12\|28.45\|2.08\|28.16\|28.79\|27.88\|37510;2026-08-13\|27.77\|-2.39\|28.64\|29.05\|27.70\|30944;2026-08-14\|28.55\|2.81\|27.82\|28.64\|27.82\|36241;2026-08-17\|29.93\|4.83\|28.85\|30.32\|28.67\|51151;2026-08-18\|29.45\|-1.60\|30.50\|30.59\|28.87\|42395;2026-08-19\|27.25\|-7.47\|28.70\|29.05\|27.10\|50868;2026-08-20\|27.46\|0.77\|27.78\|28.15\|27.05\|40655;2026-08-21\|27.45\|-0.04\|27.21\|27.86\|26.60\|40276;2026-08-24\|27.17\|-1.02\|27.62\|27.89\|26.66\|40537;2026-08-25\|27.13\|-0.15\|26.98\|27.42\|25.95\|29763;2026-08-26\|27.01\|-0.44\|27.26\|27.50\|26.60\|32689;2026-08-27\|27.64\|2.33\|27.01\|27.91\|26.76\|36902;2026-08-28\|26.59\|-3.80\|27.49\|28.20\|26.55\|40689;2026-08-31\|27.30\|2.67\|26.12\|27.35\|26.00\|37997;2026-09-01\|26.26\|-3.81\|27.25\|27.80\|26.02\|33250;2026-09-02\|25.86\|-1.52\|26.00\|26.23\|25.56\|28796;2026-09-03\|25.93\|0.27\|26.25\|26.52\|25.58\|26884;2026-09-04\|25.50\|-1.66\|25.93\|26.69\|25.30\|27096;2026-09-07\|26.18\|2.67\|25.75\|27.50\|25.73\|40023;2026-09-08\|25.87\|-1.18\|26.00\|26.68\|25.83\|30819;2026-09-09\|25.70\|-0.66\|25.87\|26.86\|25.60\|28713;2026-09-10\|25.40\|-1.17\|25.57\|26.00\|25.22\|21026;2026-09-11\|24.78\|-2.44\|25.10\|25.38\|23.95\|23038;2026-09-14\|24.87\|0.36\|24.60\|25.17\|24.19\|19354	半导体工艺废气治理龙头(市占率30%+)+附属设备转型+电子化学品。服务中芯国际、长江存储、华虹、合肥长鑫、华为海思光工厂。自研真空设备/温控设备通过SEMI认证。子公司盛剑微光刻胶剥离液/蚀刻液量产销售。6月23日向169名激励对象授予限制性股票(16.53元)。5月底17家机构调研。注意Q1仍亏损偏情绪博弈。2026-06-17/18两连板(6天3板)，06-25再度涨停。
116623	消息称台积电先进制程代工将全线涨价	高纯四氯化硅涨价+光纤材料+存储芯片行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据上证报2026年6月23日报道，受下游光纤预制棒需求增加拉动，高纯四氯化硅景气度上行，2025年底光纤用9N级高纯四氯化硅长协参考价约2.5万元/吨，今年一季度上行至约4.5万元/吨，阶段性价格涨幅约80%。 2、据2026年5月21日投资者关系活动记录表，公司高纯四氯化硅产能合计3万吨/年，自2025年第四季度开始销量上升，目前基本满负荷运行，下游主要应用于光纤预制棒；据上证报2026年6月23日报道，公司是国内高纯四氯化硅龙头，已实现PCVD芯棒工艺规模化供应，9N级产品销往欧洲市场。 3、据2026年5月21日股票交易风险提示公告，公司电子特气产品应用于存储芯片等领域，但存储芯片相关收入占公司营业收入比重不足1%。	公司电子特气产品应用于存储芯片等领域	2026-05-11\|35.53\|4.59\|35.16\|37.37\|34.77\|345192;2026-05-12\|38.40\|8.08\|35.85\|38.66\|34.70\|382719;2026-05-13\|42.24\|10.00\|37.81\|42.24\|37.50\|179877;2026-05-14\|42.70\|1.09\|44.91\|45.00\|41.48\|398352;2026-05-15\|40.39\|-5.41\|43.00\|45.28\|39.95\|418003;2026-05-18\|44.43\|10.00\|41.00\|44.43\|41.00\|128870;2026-05-19\|48.87\|9.99\|45.53\|48.87\|44.64\|333957;2026-05-20\|53.76\|10.01\|50.96\|53.76\|50.55\|79427;2026-05-21\|50.58\|-5.92\|56.78\|56.78\|50.00\|504077;2026-05-22\|49.68\|-1.78\|51.84\|52.40\|48.90\|381637;2026-05-25\|47.73\|-3.93\|49.68\|49.68\|46.38\|334628;2026-05-26\|43.86\|-8.11\|46.49\|46.80\|43.08\|273050;2026-05-27\|42.60\|-2.87\|44.37\|44.80\|42.20\|220308;2026-05-28\|42.96\|0.85\|43.00\|43.43\|41.84\|194905;2026-05-29\|45.31\|5.47\|42.62\|46.77\|42.51\|446996;2026-06-01\|41.81\|-7.72\|44.50\|45.78\|41.74\|311606;2026-06-02\|43.07\|3.01\|42.00\|44.04\|40.37\|270051;2026-06-03\|47.38\|10.01\|43.67\|47.38\|43.55\|290681;2026-06-04\|48.02\|1.35\|49.00\|50.67\|46.90\|483789;2026-06-05\|52.82\|10.00\|46.80\|52.82\|46.80\|473840;2026-06-08\|52.19\|-1.19\|50.70\|54.47\|47.99\|454633;2026-06-09\|54.53\|4.52\|54.07\|55.35\|50.20\|469377;2026-06-10\|59.98\|9.99\|52.20\|59.98\|52.19\|348051;2026-06-11\|58.97\|-1.68\|62.85\|64.78\|57.08\|665731;2026-06-12\|53.07\|-10.01\|58.17\|58.89\|53.07\|408843;2026-06-15\|54.76\|3.18\|53.07\|54.77\|50.68\|389537;2026-06-16\|57.48\|4.97\|53.90\|58.88\|53.55\|428878;2026-06-17\|55.44\|-3.55\|56.00\|57.38\|54.50\|328265;2026-06-18\|53.82\|-2.92\|55.80\|56.49\|53.35\|311967;2026-06-22\|59.20\|10.00\|55.56\|59.20\|55.56\|225680;2026-06-23\|65.12\|10.00\|64.14\|65.12\|60.00\|384272;2026-06-24\|71.63\|10.00\|66.20\|71.63\|64.08\|518462;2026-06-25\|69.68\|-2.72\|74.24\|75.00\|68.50\|475526;2026-06-26\|75.81\|8.80\|69.68\|76.65\|69.68\|459256;2026-06-29\|74.98\|-1.09\|76.49\|81.82\|70.31\|487045;2026-06-30\|71.65\|-4.44\|73.91\|73.97\|67.60\|371505;2026-07-01\|73.81\|3.01\|70.98\|74.36\|69.21\|348813;2026-07-02\|69.93\|-5.26\|68.88\|74.47\|66.43\|293104;2026-07-03\|64.80\|-7.34\|67.99\|68.97\|63.85\|269201;2026-07-06\|60.71\|-6.31\|66.00\|66.66\|60.44\|206972;2026-07-07\|57.88\|-4.66\|60.69\|61.45\|56.80\|171210;2026-07-08\|53.43\|-7.69\|57.88\|59.19\|53.00\|164821;2026-07-09\|55.92\|4.66\|54.50\|55.92\|52.03\|190067;2026-07-10\|52.79\|-5.60\|56.51\|58.99\|52.79\|220085;2026-07-13\|48.00\|-9.07\|51.00\|53.55\|47.72\|192350;2026-07-14\|50.25\|4.69\|48.66\|50.50\|47.06\|149451;2026-07-15\|49.24\|-2.01\|51.02\|51.56\|48.91\|118432;2026-07-16\|45.41\|-7.78\|48.05\|48.77\|44.78\|138044;2026-07-17\|42.62\|-6.14\|45.41\|45.68\|41.87\|143236;2026-07-20\|40.88\|-4.08\|45.00\|46.88\|39.07\|353039;2026-07-21\|43.02\|5.23\|41.70\|43.15\|36.79\|321838;2026-07-22\|41.65\|-3.18\|41.66\|43.79\|41.17\|220814;2026-07-23\|41.28\|-0.89\|42.00\|44.02\|40.88\|148137;2026-07-24\|40.00\|-3.10\|40.31\|41.60\|39.50\|133984;2026-07-27\|41.57\|3.92\|40.00\|41.99\|39.17\|124436;2026-07-28\|39.36\|-5.32\|41.13\|42.18\|39.05\|110449;2026-07-29\|38.00\|-3.46\|39.05\|39.36\|36.36\|154268;2026-07-30\|35.30\|-7.11\|37.75\|38.23\|34.47\|136718;2026-07-31\|35.65\|0.99\|37.90\|38.43\|35.59\|147424;2026-08-03\|33.99\|-4.66\|35.00\|35.83\|33.79\|127782;2026-08-04\|37.39\|10.00\|34.37\|37.39\|34.10\|140905;2026-08-05\|39.80\|6.45\|37.39\|40.28\|36.67\|222773;2026-08-06\|41.33\|3.84\|39.05\|41.65\|39.01\|183093;2026-08-07\|43.11\|4.31\|41.80\|43.53\|40.66\|189375;2026-08-10\|42.92\|-0.44\|43.24\|44.05\|41.88\|143272;2026-08-11\|42.54\|-0.89\|42.00\|43.50\|41.80\|106038;2026-08-12\|43.60\|2.49\|42.55\|44.05\|42.42\|113232;2026-08-13\|42.52\|-2.48\|44.03\|44.66\|42.48\|123474;2026-08-14\|44.22\|4.00\|43.17\|44.49\|42.60\|145331;2026-08-17\|45.97\|3.96\|44.60\|46.12\|44.28\|207046;2026-08-18\|46.50\|1.15\|46.01\|48.05\|45.90\|253252;2026-08-19\|43.40\|-6.67\|44.50\|46.90\|43.26\|207637;2026-08-20\|43.13\|-0.62\|44.11\|44.44\|42.58\|135629;2026-08-21\|43.16\|0.07\|43.19\|46.17\|43.00\|165406;2026-08-24\|41.41\|-4.05\|43.00\|43.09\|40.23\|159609;2026-08-25\|41.59\|0.43\|40.37\|42.33\|39.10\|133128;2026-08-26\|40.87\|-1.73\|41.85\|42.26\|40.23\|96657;2026-08-27\|44.96\|10.01\|40.85\|44.96\|40.85\|130904;2026-08-28\|46.41\|3.23\|46.00\|47.44\|45.14\|344981;2026-08-31\|45.66\|-1.62\|44.94\|45.90\|44.75\|195103;2026-09-01\|43.80\|-4.07\|45.66\|45.94\|43.61\|149555;2026-09-02\|42.81\|-2.26\|42.84\|44.06\|42.59\|140061;2026-09-03\|41.90\|-2.13\|43.58\|43.73\|41.20\|129841;2026-09-04\|39.49\|-5.75\|41.93\|42.58\|39.12\|144979;2026-09-07\|40.39\|2.28\|40.24\|40.94\|39.51\|121979;2026-09-08\|44.43\|10.00\|44.43\|44.43\|44.43\|41477;2026-09-09\|47.11\|6.03\|46.87\|48.87\|46.59\|556620;2026-09-10\|45.05\|-4.37\|46.35\|48.38\|44.45\|424349;2026-09-11\|49.56\|10.01\|43.69\|49.56\|43.69\|273283;2026-09-14\|49.96\|0.81\|50.78\|51.25\|47.20\|500051	三氯氢硅/四氯化硅/电子级硅烷气龙头，电子级硅烷用于半导体/光伏；叠加光纤预制棒+MPO光模块材料概念。催化：AI光模块放量→MPO/光纤需求→三氯氢硅受益；电子级硅烷国产替代；光通信+半导体材料双概念共振。
116622	消息称台积电先进制程代工将全线涨价	半导体洁净室+中国电子云增资+AI算力行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年6月9日深桑达A官微，公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目；据2025年年度报告，公司洁净室整体解决方案业务营收超398亿元，在电子信息行业中保持国内领先优势。 2、据2026年6月9日公告，公司拟与中国电子云公司其他股东同步增资，增资金额合计不超过10亿元，旨在推动其在专属云与人工智能解决方案领域的业务发展。 3、据2025年半年报，公司自主研发了专属云平台软件CECSTACK、服务器虚拟化软件CeaSphere、新一代超融合产品CeaCube以及存算一体机等核心产品，建立了基于云原生技术架构的完整云产品体系，为客户建设高安全算力基础设施，输出多元异构混合算力、先进存力和高效运载力。 4、据2025年年度报告，公司实控人为中国电子信息产业集团有限公司，隶属国务院国资委。	1、公司作为中国电子信息产业建设主力军，深度参与半导体产业全链布局，旗下子公司承建华虹无锡FAB9B项目洁净室及一般机电系统工程等项目； 2、数字基础设施和数据资源体系的建设者和运营商；公司与百川智能、智谱 AI、中科闻歌等国内头部大模型公司建立生态合作关系，从技术、算力、商业化、产业落地等层面深入合作，推动中国电子云可信智算战略落地实现	2026-05-11\|19.06\|4.21\|18.51\|19.26\|18.17\|419285;2026-05-12\|18.82\|-1.26\|19.00\|19.26\|18.70\|216025;2026-05-13\|19.25\|2.28\|18.65\|19.46\|18.62\|300378;2026-05-14\|18.35\|-4.68\|19.38\|19.45\|18.35\|246083;2026-05-15\|18.39\|0.22\|18.31\|18.74\|18.21\|209669;2026-05-18\|18.90\|2.77\|18.77\|19.33\|18.70\|310624;2026-05-19\|19.63\|3.86\|18.90\|19.96\|18.80\|377340;2026-05-20\|20.00\|1.88\|19.97\|21.35\|19.75\|522506;2026-05-21\|19.13\|-4.35\|20.18\|20.44\|19.04\|409826;2026-05-22\|19.19\|0.31\|19.25\|19.46\|18.50\|355022;2026-05-25\|18.90\|-1.51\|19.19\|19.26\|18.51\|264947;2026-05-26\|18.31\|-3.12\|18.77\|18.79\|17.87\|287253;2026-05-27\|17.45\|-4.70\|18.17\|18.43\|17.41\|259095;2026-05-28\|17.63\|1.03\|17.45\|17.73\|17.00\|287281;2026-05-29\|16.47\|-6.58\|17.63\|17.75\|16.33\|337106;2026-06-01\|16.49\|0.12\|16.47\|16.90\|16.34\|195611;2026-06-02\|16.04\|-2.73\|16.49\|16.60\|15.77\|205422;2026-06-03\|15.94\|-0.50\|15.97\|16.28\|15.81\|165300;2026-06-04\|16.36\|2.63\|15.89\|17.34\|15.66\|309954;2026-06-05\|15.90\|-2.81\|16.46\|16.48\|15.90\|229122;2026-06-08\|15.10\|-5.03\|15.49\|15.73\|14.96\|200907;2026-06-09\|15.54\|2.91\|15.33\|15.65\|15.15\|145870;2026-06-10\|15.64\|0.64\|15.43\|16.54\|15.35\|225518;2026-06-11\|17.20\|9.97\|15.80\|17.20\|15.46\|364211;2026-06-12\|18.92\|10.00\|17.40\|18.92\|16.60\|1055556;2026-06-15\|20.81\|9.99\|19.20\|20.81\|18.75\|1004809;2026-06-16\|22.89\|10.00\|21.47\|22.89\|20.99\|1010397;2026-06-17\|23.22\|1.44\|23.21\|23.72\|21.80\|1604795;2026-06-18\|24.60\|5.94\|23.35\|25.54\|23.23\|1473955;2026-06-22\|24.59\|-0.04\|24.46\|25.20\|23.90\|909448;2026-06-23\|23.04\|-6.30\|24.80\|24.80\|22.51\|835196;2026-06-24\|25.34\|9.98\|23.39\|25.34\|22.98\|1042993;2026-06-25\|25.68\|1.34\|26.48\|27.19\|24.50\|1103243;2026-06-26\|24.22\|-5.69\|25.39\|25.74\|24.17\|829466;2026-06-29\|24.08\|-0.58\|24.98\|25.22\|22.39\|856146;2026-06-30\|24.95\|3.61\|24.05\|25.48\|23.76\|686622;2026-07-01\|24.00\|-3.81\|25.19\|25.60\|23.82\|645627;2026-07-02\|21.90\|-8.75\|23.04\|23.52\|21.60\|685149;2026-07-03\|20.97\|-4.25\|21.63\|22.10\|20.87\|496027;2026-07-06\|21.28\|1.48\|20.97\|21.68\|20.05\|575923;2026-07-07\|21.36\|0.38\|21.46\|22.39\|20.82\|602638;2026-07-08\|21.04\|-1.50\|21.70\|22.00\|20.43\|469756;2026-07-09\|22.42\|6.56\|21.50\|23.14\|21.50\|916185;2026-07-10\|21.68\|-3.30\|22.10\|23.50\|21.66\|697951;2026-07-13\|20.37\|-6.04\|21.26\|22.06\|20.15\|644030;2026-07-14\|18.99\|-6.77\|20.13\|20.70\|18.70\|714415;2026-07-15\|18.17\|-4.32\|19.11\|19.59\|18.09\|452915;2026-07-16\|17.20\|-5.34\|17.83\|18.30\|17.05\|402428;2026-07-17\|15.48\|-10.00\|17.27\|17.48\|15.48\|514732;2026-07-20\|14.84\|-4.13\|15.84\|16.15\|14.28\|792763;2026-07-21\|16.06\|8.22\|14.96\|16.20\|13.87\|720779;2026-07-22\|15.60\|-2.86\|15.83\|16.49\|15.52\|469714;2026-07-23\|14.92\|-4.36\|15.50\|15.74\|14.74\|387625;2026-07-24\|14.15\|-5.16\|14.70\|14.84\|14.11\|365008;2026-07-27\|15.04\|6.29\|14.12\|15.07\|13.80\|455424;2026-07-28\|14.15\|-5.92\|14.67\|15.14\|14.10\|462022;2026-07-29\|13.57\|-4.10\|14.13\|14.23\|13.29\|545193;2026-07-30\|12.31\|-9.29\|13.50\|13.70\|12.22\|880648;2026-07-31\|13.54\|9.99\|13.13\|13.54\|12.92\|634457;2026-08-03\|13.12\|-3.10\|13.60\|13.85\|13.06\|611179;2026-08-04\|13.92\|6.10\|13.39\|14.10\|13.21\|556675;2026-08-05\|14.62\|5.03\|14.12\|14.82\|14.02\|530719;2026-08-06\|14.58\|-0.27\|14.27\|14.74\|14.17\|436723;2026-08-07\|14.80\|1.51\|14.56\|14.88\|14.12\|425035;2026-08-10\|14.50\|-2.03\|14.87\|14.88\|14.26\|363158;2026-08-11\|14.71\|1.45\|14.51\|14.89\|14.18\|425632;2026-08-12\|14.87\|1.09\|14.74\|15.01\|14.50\|352698;2026-08-13\|14.70\|-1.14\|15.04\|15.40\|14.68\|434932;2026-08-14\|14.99\|1.97\|14.75\|15.04\|14.55\|352998;2026-08-17\|15.64\|4.34\|14.95\|15.66\|14.89\|498741;2026-08-18\|15.80\|1.02\|15.56\|15.99\|15.08\|559417;2026-08-19\|14.30\|-9.49\|15.49\|15.50\|14.22\|553953;2026-08-20\|14.44\|0.98\|14.59\|14.62\|14.18\|318168;2026-08-21\|14.80\|2.49\|14.37\|14.96\|14.10\|338734;2026-08-24\|14.26\|-3.65\|14.72\|14.78\|14.05\|359065;2026-08-25\|14.33\|0.49\|14.10\|14.44\|13.98\|274006;2026-08-26\|14.41\|0.56\|14.38\|14.53\|14.13\|240291;2026-08-27\|14.82\|2.85\|14.35\|14.92\|14.25\|385266;2026-08-28\|14.52\|-2.02\|14.69\|15.10\|14.51\|338889;2026-08-31\|14.79\|1.86\|14.28\|14.84\|14.22\|283303;2026-09-01\|14.73\|-0.41\|14.77\|14.92\|14.46\|243041;2026-09-02\|14.44\|-1.97\|14.55\|14.65\|14.25\|219603;2026-09-03\|14.38\|-0.42\|14.60\|14.77\|14.24\|234879;2026-09-04\|13.99\|-2.71\|14.50\|14.66\|13.88\|380212;2026-09-07\|14.18\|1.36\|14.08\|14.27\|13.92\|239689;2026-09-08\|14.12\|-0.42\|14.18\|14.40\|14.03\|222849;2026-09-09\|14.01\|-0.78\|14.12\|14.36\|13.92\|213016;2026-09-10\|13.88\|-0.93\|13.87\|13.97\|13.70\|171017;2026-09-11\|13.61\|-1.95\|13.67\|13.80\|13.31\|233603;2026-09-14\|13.93\|2.35\|13.60\|14.06\|13.41\|243943	实控人CEC（中国电子），数据要素+信创央企+半导体洁净室三重属性。子公司中国电子云参与深圳数据交易所平台建设，推出AI可信数据空间解决方案。半导体洁净室补涨：旗下洁净室业务服务中芯国际、长鑫、华虹等，受半导体大厂扩产消息刺激被资金当作洁净室概念低位央企补涨。6月数据要素+信创政策窗口期叠加半导体洁净室主题共振，游资打造连板高度。2026-06-12至06-24多次涨停，6月中旬曾走出4连板。
116488	其它归类	提前终止减持+VLCC运价+油气运输+央企行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年6月23日公告，持股5%以上股东中石化集团提前终止减持计划，剩余未减持股份不再减持，并重申坚定看好公司战略发展和投资价值。 2、据2026年6月18日机构调研，公司判断VLCC运费已见底回升，预计霍尔木兹海峡正式通航后运价向上跳涨概率远高于下跌，行业定价权提升且周期弱化。 3、据2026年4月25日一季报及2025年年报，公司以油气运输和干散货运输为双核心，VLCC船队规模世界第一，2026年一季度归母净利润27.63亿元同比增长219.31%；公司最终控制人为国务院国资委。	招商局集团旗下，主要从事国际原油、国际与国内干散货、国内滚装等海运业务	2026-05-11\|18.37\|-5.75\|19.00\|19.00\|17.90\|2371829;2026-05-12\|17.79\|-3.16\|18.15\|18.65\|17.70\|1303607;2026-05-13\|18.00\|1.18\|17.94\|18.45\|17.82\|1298068;2026-05-14\|18.00\|0.00\|17.71\|18.88\|17.51\|1845028;2026-05-15\|17.44\|-3.11\|17.90\|17.98\|17.26\|1177861;2026-05-18\|17.05\|-2.24\|16.65\|17.20\|16.40\|1619935;2026-05-19\|17.48\|2.52\|17.34\|17.88\|17.10\|1036724;2026-05-20\|17.73\|1.43\|17.00\|17.81\|17.00\|1214656;2026-05-21\|17.80\|0.39\|17.72\|18.89\|17.72\|1563629;2026-05-22\|18.08\|1.57\|18.20\|18.38\|17.65\|1039652;2026-05-25\|17.77\|-1.71\|18.75\|19.50\|17.65\|2010248;2026-05-26\|17.26\|-2.87\|17.72\|18.20\|16.71\|1741455;2026-05-27\|16.29\|-5.62\|17.07\|17.38\|16.10\|1520494;2026-05-28\|16.09\|-1.23\|16.19\|16.31\|15.83\|1042697;2026-05-29\|15.86\|-1.43\|16.00\|16.30\|15.56\|1085634;2026-06-01\|15.53\|-2.08\|16.05\|16.10\|15.46\|1234393;2026-06-02\|15.49\|-0.26\|15.62\|15.64\|15.00\|955035;2026-06-03\|15.13\|-2.32\|15.42\|15.43\|14.80\|1231045;2026-06-04\|14.96\|-1.12\|15.10\|15.30\|14.90\|810466;2026-06-05\|14.80\|-1.07\|15.04\|15.23\|14.67\|854314;2026-06-08\|14.14\|-4.46\|14.51\|14.86\|14.06\|1073639;2026-06-09\|14.35\|1.49\|14.15\|14.37\|13.91\|850048;2026-06-10\|14.62\|1.88\|14.31\|15.03\|14.30\|1006347;2026-06-11\|14.42\|-1.37\|14.80\|14.85\|14.00\|1036508;2026-06-12\|15.60\|8.18\|14.77\|15.86\|14.77\|1823232;2026-06-15\|17.16\|10.00\|17.16\|17.16\|17.16\|247358;2026-06-16\|16.38\|-4.55\|17.77\|17.94\|16.04\|2711703;2026-06-17\|17.10\|4.40\|16.30\|17.85\|16.30\|2038143;2026-06-18\|17.14\|0.23\|17.16\|17.49\|16.60\|1495032;2026-06-22\|18.85\|9.98\|17.20\|18.85\|17.15\|2100195;2026-06-23\|19.92\|5.68\|19.43\|20.50\|18.90\|2214815;2026-06-24\|21.91\|9.99\|20.71\|21.91\|20.45\|1067081;2026-06-25\|21.60\|-1.41\|21.00\|22.16\|20.88\|2476956;2026-06-26\|19.56\|-9.44\|20.57\|21.10\|19.44\|2348643;2026-06-29\|18.26\|-6.65\|18.97\|19.49\|18.19\|1928151;2026-06-30\|17.57\|-3.78\|17.98\|18.50\|17.30\|1580902;2026-07-01\|16.87\|-3.98\|17.22\|17.82\|16.71\|1586753;2026-07-02\|16.53\|-2.02\|16.94\|17.42\|16.41\|1396563;2026-07-03\|17.00\|2.84\|17.46\|18.17\|16.88\|1516942;2026-07-06\|17.68\|4.00\|17.93\|18.25\|17.38\|1968773;2026-07-07\|16.20\|-8.37\|17.51\|17.92\|16.14\|1579996;2026-07-08\|15.55\|-4.01\|16.30\|16.65\|15.48\|1378711;2026-07-09\|16.10\|3.54\|15.73\|16.35\|15.67\|1194348;2026-07-10\|15.47\|-2.40\|15.50\|15.90\|15.34\|956801;2026-07-13\|14.83\|-4.14\|15.56\|15.56\|14.67\|1081245;2026-07-14\|15.04\|1.42\|14.60\|15.04\|14.43\|1003165;2026-07-15\|15.26\|1.46\|15.20\|15.92\|15.09\|1216505;2026-07-16\|14.16\|-7.21\|14.94\|14.96\|14.10\|1262490;2026-07-17\|13.91\|-1.77\|14.10\|14.34\|13.81\|1009076;2026-07-20\|14.29\|2.73\|14.13\|14.36\|13.86\|1202267;2026-07-21\|14.72\|3.01\|14.30\|14.79\|13.86\|1087636;2026-07-22\|15.76\|7.07\|14.73\|15.79\|14.72\|1295192;2026-07-23\|15.87\|0.70\|15.65\|16.18\|14.97\|1210772;2026-07-24\|15.70\|-1.07\|16.00\|16.25\|15.47\|1033285;2026-07-27\|15.90\|1.27\|15.35\|16.05\|15.28\|779199;2026-07-28\|16.19\|1.82\|15.60\|16.23\|15.34\|1072144;2026-07-29\|16.29\|0.62\|15.92\|16.49\|15.78\|931123;2026-07-30\|16.47\|1.10\|16.23\|16.98\|16.16\|1054546;2026-07-31\|16.79\|1.94\|16.00\|16.96\|15.88\|944905;2026-08-03\|17.03\|1.43\|16.94\|17.11\|16.44\|818354;2026-08-04\|16.78\|-1.47\|16.99\|17.70\|16.53\|1143376;2026-08-05\|18.10\|7.87\|16.76\|18.22\|16.10\|1568286;2026-08-06\|17.88\|-1.22\|17.95\|18.08\|17.45\|987956;2026-08-07\|17.98\|0.56\|18.15\|18.50\|17.90\|792838;2026-08-10\|18.18\|1.11\|17.95\|18.39\|17.62\|699968;2026-08-11\|16.48\|-9.35\|17.88\|18.28\|16.43\|1659283;2026-08-12\|17.02\|3.28\|16.66\|17.19\|16.47\|1047235;2026-08-13\|17.13\|0.65\|17.20\|17.36\|16.89\|756162;2026-08-14\|17.05\|-0.47\|17.32\|17.50\|16.81\|517833;2026-08-17\|17.89\|4.93\|17.35\|17.91\|17.02\|877316;2026-08-18\|17.98\|0.50\|17.84\|18.26\|17.70\|693100;2026-08-19\|18.60\|3.45\|18.30\|18.91\|17.81\|1568098;2026-08-20\|18.46\|-0.75\|18.58\|19.50\|18.24\|1537753;2026-08-21\|19.78\|7.15\|18.49\|20.10\|18.49\|1936049;2026-08-24\|19.00\|-3.94\|19.76\|19.93\|18.90\|1381736;2026-08-25\|18.83\|-0.89\|19.32\|19.40\|18.63\|914453;2026-08-26\|18.38\|-2.39\|18.42\|19.00\|18.00\|992763;2026-08-27\|18.62\|1.31\|17.80\|18.68\|17.80\|902383;2026-08-28\|18.98\|1.93\|19.00\|19.30\|18.82\|864362;2026-08-31\|18.75\|-1.21\|18.98\|19.29\|18.31\|1091434;2026-09-01\|18.39\|-1.92\|18.57\|18.92\|18.29\|768603;2026-09-02\|17.81\|-3.15\|18.70\|18.70\|17.79\|912575;2026-09-03\|19.30\|8.37\|18.17\|19.49\|18.16\|1467636;2026-09-04\|19.20\|-0.52\|19.40\|19.90\|19.03\|961057;2026-09-07\|18.69\|-2.66\|19.70\|20.05\|18.53\|1238189;2026-09-08\|19.08\|2.09\|18.89\|19.20\|18.50\|913468;2026-09-09\|20.99\|10.01\|19.08\|20.99\|19.00\|1903480;2026-09-10\|20.58\|-1.95\|21.41\|21.45\|19.88\|2151176;2026-09-11\|20.00\|-2.82\|21.46\|21.70\|19.58\|1640271;2026-09-14\|20.00\|0.00\|20.55\|21.52\|19.85\|2107875
116487	其它归类	涨停揭秘：欧盟等多地强制标配eCall终端政策落地在即，公司为国内少数获全区域认证供应商，出口增量逻辑清晰；涨停缘由：欧盟、欧亚经济联盟、阿联酋等主要市场均要求新车标配eCall终端，法规窗口期临近；公司是国内极少数同时获得上述三地eCall终端认证的供应商，具备先发卡位优势；车载通信模块业务已进入吉利、比亚迪等主流车企供应链；资金逻辑：游资主导炒作政策确定性题材，小市值+出口导向属性契合当前资金偏好，龙虎榜显示机构与游资协同做多；风险提示：eCall终端单价较低，规模化放量前盈利弹性有限；海外认证维护成本高，汇率波动影响出口利润	欧盟、欧亚经济联盟、阿联酋等国家和组织均要求标配eCall终端，公司是国内少数同时获得上述认证的供应商	2026-05-11\|119.96\|-2.86\|123.88\|123.88\|119.68\|15580;2026-05-12\|117.72\|-1.87\|119.00\|120.99\|116.66\|14058;2026-05-13\|117.96\|0.20\|117.53\|118.90\|116.50\|8430;2026-05-14\|114.60\|-2.85\|118.88\|118.90\|114.56\|13730;2026-05-15\|117.74\|2.74\|114.03\|120.66\|114.00\|17900;2026-05-18\|116.25\|-1.27\|117.74\|118.58\|115.39\|10178;2026-05-19\|118.20\|1.68\|117.41\|118.29\|115.85\|9140;2026-05-20\|116.66\|-1.30\|118.60\|118.64\|115.61\|9519;2026-05-21\|112.39\|-3.66\|116.82\|120.77\|112.02\|15417;2026-05-22\|116.01\|3.22\|113.34\|116.53\|112.29\|11096;2026-05-25\|113.21\|-2.41\|117.08\|117.08\|112.71\|10380;2026-05-26\|107.49\|-5.05\|112.50\|113.71\|105.75\|16218;2026-05-27\|102.17\|-4.95\|107.48\|109.26\|101.50\|13524;2026-05-28\|105.80\|3.55\|102.50\|107.62\|100.43\|14310;2026-05-29\|101.21\|-4.34\|106.18\|106.22\|100.40\|12223;2026-06-01\|99.20\|-1.99\|101.21\|102.90\|99.10\|9641;2026-06-02\|99.84\|0.65\|99.88\|101.28\|96.75\|10472;2026-06-03\|100.74\|0.90\|99.61\|102.85\|98.95\|10312;2026-06-04\|100.71\|0.47\|100.24\|102.29\|99.00\|7952;2026-06-05\|99.30\|-1.40\|101.00\|102.21\|98.51\|9187;2026-06-08\|93.88\|-5.46\|96.50\|97.90\|92.00\|11899;2026-06-09\|93.79\|-0.10\|94.26\|95.49\|92.67\|7882;2026-06-10\|91.99\|-1.92\|93.00\|93.89\|90.02\|9068;2026-06-11\|89.20\|-3.03\|91.59\|91.97\|88.50\|9904;2026-06-12\|90.00\|0.90\|90.50\|92.00\|89.51\|9167;2026-06-15\|93.12\|3.47\|91.40\|94.49\|90.13\|11334;2026-06-16\|93.78\|0.71\|92.71\|94.37\|91.68\|8609;2026-06-17\|92.95\|-0.89\|93.78\|93.99\|92.00\|8621;2026-06-18\|92.23\|-0.77\|92.59\|94.22\|91.80\|8362;2026-06-22\|84.69\|-8.18\|92.28\|92.28\|81.28\|24873;2026-06-23\|97.17\|14.74\|85.17\|98.99\|84.69\|34883;2026-06-24\|91.00\|-6.35\|96.20\|96.21\|89.60\|27178;2026-06-25\|88.28\|-2.99\|91.00\|91.00\|87.09\|15005;2026-06-26\|83.60\|-5.30\|88.00\|89.17\|83.55\|13811;2026-06-29\|87.22\|4.33\|84.01\|92.10\|83.66\|23706;2026-06-30\|91.40\|4.79\|87.23\|93.30\|87.23\|23936;2026-07-01\|89.48\|-2.10\|91.20\|91.20\|88.60\|14318;2026-07-02\|86.63\|-3.19\|89.39\|90.87\|86.09\|13830;2026-07-03\|86.66\|0.03\|86.64\|89.21\|86.29\|10053;2026-07-06\|83.48\|-3.67\|87.20\|88.25\|82.10\|12060;2026-07-07\|81.45\|-2.43\|83.40\|84.27\|80.62\|10024;2026-07-08\|81.12\|-0.41\|81.45\|82.50\|80.62\|6953;2026-07-09\|81.70\|0.71\|80.68\|82.16\|78.30\|10463;2026-07-10\|82.75\|1.29\|81.92\|84.95\|80.52\|12451;2026-07-13\|78.40\|-5.26\|82.40\|83.16\|77.23\|11321;2026-07-14\|78.87\|0.60\|79.01\|79.77\|76.29\|8796;2026-07-15\|79.71\|1.06\|78.66\|82.50\|78.66\|8199;2026-07-16\|82.99\|4.11\|79.40\|84.45\|77.10\|12467;2026-07-17\|79.61\|-4.07\|81.88\|84.99\|79.50\|13905;2026-07-20\|78.25\|-1.71\|80.75\|82.79\|75.00\|14739;2026-07-21\|79.35\|1.41\|79.02\|79.94\|74.48\|14573;2026-07-22\|78.20\|-1.45\|77.77\|80.15\|77.77\|8708;2026-07-23\|80.87\|3.41\|78.20\|82.00\|77.36\|9314;2026-07-24\|84.11\|4.01\|80.00\|87.99\|79.50\|19780;2026-07-27\|89.26\|6.12\|84.06\|90.57\|82.56\|21323;2026-07-28\|87.50\|-1.97\|89.00\|90.00\|86.88\|13978;2026-07-29\|87.89\|0.45\|87.42\|89.00\|85.87\|12850;2026-07-30\|86.00\|-2.15\|87.89\|88.86\|85.50\|12064;2026-07-31\|89.75\|4.36\|88.00\|91.50\|86.50\|17503;2026-08-03\|89.21\|-0.60\|89.89\|92.50\|89.10\|10480;2026-08-04\|90.90\|1.89\|89.50\|91.49\|89.11\|9151;2026-08-05\|92.67\|1.95\|91.14\|96.49\|91.14\|13913;2026-08-06\|90.90\|-1.91\|91.80\|93.29\|90.04\|9569;2026-08-07\|90.19\|-0.78\|91.00\|91.62\|89.61\|9035;2026-08-10\|87.88\|-2.56\|90.50\|90.50\|87.08\|9561;2026-08-11\|88.85\|1.10\|87.87\|89.89\|87.32\|7803;2026-08-12\|88.68\|-0.19\|88.85\|89.50\|88.07\|5399;2026-08-13\|87.17\|-1.70\|89.43\|90.90\|87.08\|8095;2026-08-14\|87.52\|0.40\|87.07\|88.88\|87.07\|5378;2026-08-17\|88.55\|1.18\|87.97\|89.12\|86.50\|6872;2026-08-18\|87.76\|-0.89\|88.13\|89.50\|87.50\|6288;2026-08-19\|82.27\|-6.26\|86.95\|87.08\|81.72\|9777;2026-08-20\|83.80\|1.86\|82.87\|84.94\|82.28\|8291;2026-08-21\|85.00\|1.43\|83.79\|85.75\|82.12\|7746;2026-08-24\|83.67\|-1.56\|85.03\|85.40\|82.81\|5267;2026-08-25\|86.15\|2.96\|83.13\|86.33\|83.01\|7212;2026-08-26\|84.93\|-1.42\|85.92\|86.54\|84.83\|4432;2026-08-27\|86.39\|1.72\|85.01\|86.49\|84.82\|4876;2026-08-28\|83.96\|-2.81\|86.39\|87.30\|83.85\|6220;2026-08-31\|86.22\|2.69\|82.50\|87.18\|78.57\|15221;2026-09-01\|84.90\|-1.53\|85.82\|88.38\|84.40\|8510;2026-09-02\|83.30\|-1.88\|84.89\|84.89\|82.66\|5630;2026-09-03\|85.43\|2.56\|83.80\|86.20\|83.37\|6520;2026-09-04\|84.37\|-1.24\|85.80\|89.63\|84.01\|11970;2026-09-07\|83.80\|-0.68\|84.45\|85.17\|82.91\|8952;2026-09-08\|83.00\|-0.95\|83.38\|84.50\|82.60\|6297;2026-09-09\|80.11\|-3.48\|83.10\|83.66\|80.00\|9252;2026-09-10\|78.46\|-2.06\|80.39\|80.39\|78.00\|5691;2026-09-11\|74.80\|-4.66\|78.83\|78.83\|74.00\|9411;2026-09-14\|75.40\|0.80\|74.63\|76.64\|74.08\|7363
116486	其它归类	涨停揭秘：公司激光3D打印控制系统技术储备成熟，拟收购长春萨米特光电强化精密光电控制能力，切入高景气赛道；涨停缘由：公司已储备激光3D打印控制系统及振镜产品，技术适配金属/非金属增材制造需求；拟收购长春萨米特光电55%股权，标的主营高精度快速反射镜，广泛应用于激光雷达、空间光学等领域；国产替代+智能制造双主线共振；资金逻辑：科创属性强叠加并购预期，主力资金连续3日增仓，技术面MACD金叉信号强化趋势交易逻辑；风险提示：3D打印控制系统尚未形成规模收入；并购标的整合效果及盈利兑现存在不确定性；行业竞争加剧压缩毛利空间	国内领先的激光加工控制系统企业之一，具有激光3D打印控制系统的相关产品，储备有3D打印控制系统及3D打印振镜产品；公司拟收购长春萨米特光电55%股权，标的公司主营高精度快速反射镜等精密光电控制产品	2026-05-11\|48.99\|-0.63\|50.00\|50.85\|48.68\|32406;2026-05-12\|47.78\|-2.27\|48.86\|49.26\|47.26\|24445;2026-05-13\|47.86\|0.17\|48.00\|48.60\|47.65\|17445;2026-05-14\|47.81\|-0.10\|48.45\|49.73\|47.50\|18533;2026-05-15\|50.38\|5.38\|49.50\|53.56\|49.00\|65614;2026-05-18\|50.77\|0.77\|49.13\|52.50\|49.13\|49068;2026-05-19\|53.62\|5.61\|50.27\|53.87\|49.79\|57313;2026-05-20\|52.35\|-2.37\|53.88\|54.94\|51.55\|40119;2026-05-21\|54.46\|4.03\|52.30\|57.28\|52.04\|56010;2026-05-22\|55.85\|2.55\|54.00\|56.50\|52.00\|44848;2026-05-25\|54.78\|-1.92\|56.42\|56.69\|53.00\|47845;2026-05-26\|52.45\|-4.25\|54.23\|54.50\|51.55\|36864;2026-05-27\|52.82\|0.71\|53.17\|55.00\|52.20\|37989;2026-05-28\|52.50\|-0.61\|52.00\|53.77\|50.83\|31559;2026-05-29\|47.38\|-9.75\|53.55\|53.69\|47.08\|52708;2026-06-01\|46.39\|-2.09\|46.99\|48.81\|46.09\|28198;2026-06-02\|46.68\|0.63\|47.40\|48.47\|46.25\|27720;2026-06-03\|48.66\|4.24\|46.59\|51.35\|45.68\|37920;2026-06-04\|48.41\|-0.51\|48.51\|49.39\|47.70\|23177;2026-06-05\|49.16\|1.55\|48.00\|50.48\|47.41\|25186;2026-06-08\|49.14\|-0.04\|47.45\|50.40\|47.10\|28155;2026-06-09\|48.64\|-1.02\|50.53\|50.53\|47.62\|25305;2026-06-10\|47.64\|-2.06\|47.67\|49.32\|46.81\|18132;2026-06-11\|46.56\|-2.27\|47.01\|47.90\|45.85\|18110;2026-06-12\|45.76\|-1.72\|47.44\|48.38\|45.72\|21408;2026-06-15\|49.90\|9.05\|46.25\|50.13\|46.02\|29952;2026-06-16\|49.58\|-0.64\|50.19\|50.50\|48.61\|21396;2026-06-17\|50.66\|2.18\|49.50\|51.15\|48.54\|25033;2026-06-18\|54.68\|7.94\|50.01\|55.15\|50.01\|40637;2026-06-22\|53.15\|-2.80\|54.14\|54.30\|51.08\|39055;2026-06-23\|63.78\|20.00\|52.81\|63.78\|52.30\|90254;2026-06-24\|61.37\|-3.78\|63.55\|63.90\|59.70\|72395;2026-06-25\|59.00\|-3.86\|61.11\|62.26\|58.38\|60938;2026-06-26\|58.15\|-1.44\|58.38\|59.87\|56.77\|50824;2026-06-29\|54.07\|-7.02\|57.57\|58.80\|52.00\|60494;2026-06-30\|58.48\|8.16\|53.07\|59.28\|53.07\|58280;2026-07-01\|56.85\|-2.79\|57.78\|59.14\|56.10\|40099;2026-07-02\|55.75\|-1.93\|55.46\|59.92\|54.61\|41125;2026-07-03\|56.35\|1.08\|55.75\|58.76\|54.52\|39582;2026-07-06\|54.75\|-2.84\|58.88\|61.00\|54.14\|39871;2026-07-07\|51.19\|-6.50\|54.05\|55.94\|50.20\|38453;2026-07-08\|48.05\|-6.13\|51.00\|51.95\|47.77\|33972;2026-07-09\|48.60\|1.14\|48.63\|49.00\|45.37\|33989;2026-07-10\|49.38\|1.60\|49.57\|54.22\|48.34\|58731;2026-07-13\|44.73\|-9.42\|49.20\|51.00\|44.61\|41088;2026-07-14\|45.22\|1.10\|45.00\|45.88\|43.25\|27846;2026-07-15\|47.53\|5.11\|44.00\|50.10\|44.00\|47809;2026-07-16\|42.52\|-10.54\|46.50\|46.50\|42.19\|43100;2026-07-17\|39.00\|-8.28\|42.46\|42.87\|38.70\|33188;2026-07-20\|35.32\|-9.44\|40.20\|40.20\|34.90\|32072;2026-07-21\|38.40\|8.72\|36.02\|38.48\|32.14\|38153;2026-07-22\|37.06\|-3.49\|38.30\|38.59\|36.80\|28060;2026-07-23\|37.00\|-0.16\|37.31\|38.03\|36.42\|20092;2026-07-24\|37.29\|0.78\|37.00\|37.87\|36.00\|22646;2026-07-27\|38.38\|2.92\|36.50\|38.66\|36.39\|25873;2026-07-28\|36.45\|-5.03\|37.78\|38.92\|36.27\|20161;2026-07-29\|36.96\|1.40\|36.50\|37.49\|35.48\|18786;2026-07-30\|34.70\|-6.11\|36.96\|37.25\|34.51\|21173;2026-07-31\|37.41\|7.81\|36.27\|38.57\|36.01\|31933;2026-08-03\|38.05\|1.71\|37.23\|38.13\|37.08\|20483;2026-08-04\|39.86\|4.76\|38.55\|39.88\|38.06\|22730;2026-08-05\|41.38\|3.81\|39.50\|41.67\|39.31\|23169;2026-08-06\|41.25\|-0.31\|41.40\|41.85\|40.43\|20484;2026-08-07\|42.38\|2.74\|40.81\|42.50\|40.01\|24576;2026-08-10\|41.94\|-1.04\|42.14\|42.33\|41.12\|14591;2026-08-11\|41.20\|-1.76\|41.68\|41.90\|40.66\|15298;2026-08-12\|41.82\|1.50\|41.27\|41.97\|41.21\|13050;2026-08-13\|41.00\|-1.96\|42.24\|42.64\|40.91\|19278;2026-08-14\|41.76\|1.85\|41.25\|41.90\|41.00\|12974;2026-08-17\|44.28\|6.03\|42.52\|44.46\|42.05\|21330;2026-08-18\|43.86\|-0.95\|44.41\|44.50\|43.23\|14559;2026-08-19\|40.78\|-7.02\|42.68\|43.33\|40.58\|19326;2026-08-20\|43.01\|5.47\|40.90\|44.40\|40.67\|19476;2026-08-21\|42.53\|-1.12\|43.44\|43.87\|41.38\|13699;2026-08-24\|42.23\|-0.71\|43.00\|43.35\|41.00\|17587;2026-08-25\|42.13\|-0.24\|41.98\|42.49\|40.50\|17184;2026-08-26\|41.41\|-1.71\|42.82\|42.82\|40.25\|19336;2026-08-27\|41.09\|-0.77\|40.78\|41.86\|39.18\|35200;2026-08-28\|40.33\|-1.85\|41.09\|42.24\|40.14\|26548;2026-08-31\|42.88\|6.32\|40.00\|43.47\|39.50\|36740;2026-09-01\|41.08\|-4.20\|42.30\|42.51\|40.93\|23826;2026-09-02\|41.23\|0.37\|40.55\|41.77\|39.98\|21283;2026-09-03\|40.88\|-0.85\|40.91\|41.59\|40.06\|19169;2026-09-04\|43.05\|5.31\|41.16\|44.72\|40.70\|45446;2026-09-07\|44.40\|3.14\|45.30\|45.80\|43.05\|43068
116485	其它归类	涨停揭秘：控股子公司氧化铝陶瓷基板产线进入试生产及小批量出货阶段，受益于功率半导体、LED封装国产替代加速；涨停缘由：公司控股子公司氧化铝陶瓷基板数条产线已进入试生产及小批量出货阶段，产品适用于IGBT、MOSFET等功率器件封装；下游新能源车、光伏逆变器需求爆发带动陶瓷基板用量提升；国产替代空间广阔，进口替代进程提速；资金逻辑：游资借‘其它归类’冷门题材挖掘低位补涨机会，换手率温和放大，筹码结构利于后续接力；风险提示：陶瓷基板业务尚处导入期，营收占比低；客户认证周期长，量产爬坡进度存在不确定性	控股子公司经营氧化铝陶瓷基板，现有数条电子陶瓷生产线正处于试生产和小批量出货阶段	2026-05-11\|34.71\|7.96\|32.63\|35.20\|32.63\|58970;2026-05-12\|33.22\|-4.29\|33.88\|34.56\|33.21\|35402;2026-05-13\|33.32\|0.30\|33.00\|33.64\|32.92\|18515;2026-05-14\|32.63\|-2.07\|33.50\|33.50\|32.40\|17446;2026-05-15\|33.37\|2.27\|32.70\|34.34\|32.30\|25451;2026-05-18\|32.70\|-2.01\|33.00\|33.10\|32.43\|15396;2026-05-19\|32.90\|0.61\|32.60\|33.22\|32.53\|10876;2026-05-20\|32.10\|-2.43\|32.89\|32.89\|31.95\|11781;2026-05-21\|33.19\|3.40\|32.20\|34.98\|32.20\|52168;2026-05-22\|32.30\|-2.68\|34.08\|34.10\|31.82\|37519;2026-05-25\|31.50\|-2.48\|32.29\|32.88\|31.01\|23257;2026-05-26\|30.28\|-3.87\|31.31\|31.44\|30.00\|17179;2026-05-27\|30.18\|-0.33\|30.40\|30.49\|29.68\|11631;2026-05-28\|30.66\|1.59\|30.22\|30.96\|30.03\|10865;2026-05-29\|29.97\|-2.25\|30.60\|30.60\|29.87\|8920;2026-06-01\|30.17\|0.67\|30.09\|30.25\|29.86\|5745;2026-06-02\|29.01\|-3.84\|30.23\|30.23\|28.80\|12733;2026-06-03\|27.95\|-3.65\|29.01\|29.28\|27.85\|13954;2026-06-04\|27.36\|-1.69\|27.82\|27.98\|27.12\|9104;2026-06-05\|27.76\|1.46\|27.38\|28.03\|27.21\|8925;2026-06-08\|26.20\|-5.62\|27.45\|27.47\|26.17\|10654;2026-06-09\|26.78\|2.21\|26.51\|27.00\|26.07\|8422;2026-06-10\|26.06\|-2.69\|26.70\|26.70\|25.80\|7913;2026-06-11\|25.63\|-1.65\|26.14\|26.35\|25.43\|8400;2026-06-12\|26.20\|2.22\|26.04\|26.31\|25.44\|7863;2026-06-15\|26.62\|1.60\|26.25\|26.82\|26.25\|6701;2026-06-16\|26.27\|-1.31\|26.69\|26.70\|26.02\|7614;2026-06-17\|27.60\|5.06\|26.31\|28.00\|25.72\|25243;2026-06-18\|26.50\|-3.99\|27.39\|27.39\|26.41\|14888;2026-06-22\|25.96\|-2.04\|26.36\|26.60\|25.44\|11801;2026-06-23\|28.56\|10.02\|25.84\|28.56\|25.73\|26767;2026-06-24\|27.85\|-2.49\|28.56\|28.95\|27.74\|25524;2026-06-25\|28.46\|2.19\|27.84\|29.00\|26.92\|29088;2026-06-26\|26.70\|-6.18\|28.01\|28.18\|26.70\|17361;2026-06-29\|26.98\|1.05\|26.70\|26.99\|25.77\|12624;2026-06-30\|26.54\|-1.63\|26.70\|26.76\|26.28\|8938;2026-07-01\|27.25\|2.68\|26.60\|27.52\|26.32\|12417;2026-07-02\|27.07\|-0.66\|26.94\|27.83\|26.91\|10376;2026-07-03\|27.98\|3.36\|27.08\|28.74\|27.08\|16716;2026-07-06\|28.28\|1.07\|27.99\|28.93\|27.55\|15019;2026-07-07\|27.10\|-4.17\|28.28\|28.28\|26.91\|10674;2026-07-08\|27.25\|0.55\|27.02\|27.34\|26.72\|5825;2026-07-09\|26.70\|-2.02\|27.32\|27.36\|26.18\|7478;2026-07-10\|26.88\|0.67\|26.68\|27.20\|26.02\|8601;2026-07-13\|25.74\|-4.24\|26.70\|26.88\|25.63\|8168;2026-07-14\|25.62\|-0.47\|25.09\|25.82\|25.09\|6325;2026-07-15\|25.60\|-0.08\|25.59\|25.98\|25.36\|5318;2026-07-16\|26.28\|2.66\|25.61\|26.48\|25.54\|8288;2026-07-17\|25.45\|-3.16\|26.29\|26.59\|25.36\|8906;2026-07-20\|24.30\|-4.52\|25.51\|25.86\|24.01\|16981;2026-07-21\|23.84\|-1.89\|24.30\|24.37\|23.05\|14623;2026-07-22\|23.36\|-2.01\|23.81\|23.81\|23.23\|8410;2026-07-23\|23.69\|1.41\|23.37\|23.80\|23.30\|6483;2026-07-24\|23.02\|-2.83\|23.69\|23.69\|23.01\|6543;2026-07-27\|23.46\|1.91\|22.99\|23.65\|22.62\|6266;2026-07-28\|23.45\|-0.04\|23.46\|23.74\|23.26\|5259;2026-07-29\|23.74\|1.24\|23.37\|23.87\|23.30\|6873;2026-07-30\|24.73\|4.17\|23.60\|25.57\|23.60\|25506;2026-07-31\|24.46\|-1.09\|24.48\|24.73\|24.23\|14976;2026-08-03\|24.92\|1.88\|24.46\|25.18\|24.40\|11778;2026-08-04\|24.87\|-0.20\|25.42\|25.42\|24.69\|8755;2026-08-05\|24.92\|0.20\|24.88\|24.98\|24.78\|8198;2026-08-06\|24.71\|-0.84\|24.91\|24.92\|24.46\|7043;2026-08-07\|24.83\|0.49\|24.70\|24.99\|24.35\|9059;2026-08-10\|25.31\|1.93\|24.70\|25.40\|24.69\|12017;2026-08-11\|25.37\|0.24\|25.54\|25.54\|25.09\|8022;2026-08-12\|25.43\|0.24\|25.39\|25.50\|25.20\|6694;2026-08-13\|25.05\|-1.49\|25.60\|25.60\|25.05\|6073;2026-08-14\|24.95\|-0.40\|25.07\|25.29\|24.90\|4769;2026-08-17\|25.35\|1.60\|25.14\|25.45\|24.73\|6340;2026-08-18\|25.20\|-0.59\|25.25\|25.29\|24.89\|4637;2026-08-19\|24.58\|-2.46\|25.15\|25.19\|24.53\|6778;2026-08-20\|25.31\|2.97\|24.53\|25.37\|24.53\|7484;2026-08-21\|25.16\|-0.59\|25.14\|25.25\|24.70\|5640;2026-08-24\|25.09\|-0.28\|25.17\|25.44\|24.89\|5804;2026-08-25\|25.50\|1.63\|25.00\|25.54\|24.96\|6880;2026-08-26\|25.59\|0.35\|25.50\|25.75\|25.37\|7442;2026-08-27\|25.48\|-0.43\|25.50\|25.58\|25.30\|5316;2026-08-28\|25.39\|-0.35\|25.66\|25.66\|25.34\|6640;2026-08-31\|26.01\|2.44\|25.28\|26.44\|25.26\|15831;2026-09-01\|26.15\|0.54\|25.89\|26.39\|25.89\|10606;2026-09-02\|26.26\|0.42\|25.93\|26.32\|25.76\|7979;2026-09-03\|26.54\|1.07\|26.32\|27.38\|26.13\|23721;2026-09-04\|26.34\|-0.75\|26.55\|26.77\|26.18\|13250;2026-09-07\|26.00\|-1.29\|26.35\|26.38\|25.62\|10556;2026-09-08\|26.05\|0.19\|26.00\|26.23\|25.86\|5392;2026-09-09\|25.73\|-1.23\|26.02\|26.12\|25.62\|8789;2026-09-10\|25.47\|-1.01\|25.89\|25.89\|25.42\|4130;2026-09-11\|24.92\|-2.16\|25.48\|25.48\|24.86\|7424;2026-09-14\|25.35\|1.73\|24.88\|25.54\|24.81\|6479
116484	其它归类	工业污水处理+智慧水务+控制权变更 1、据2026年4月29日年报，公司聚焦工业污水处理和优质供水主营业务，深耕高难度难降解工业污水技术，拥有异相类芬顿、微氧低耗高浓度活性污泥法等核心技术，并以BOT、ROT、EPC等组合模式为客户提供系统化服务。 2、据2026年6月2日互动易，公司控股股东、实际控制人控制权变更事宜仍在持续推进中，该事项此前已披露拟发生变更的提示性公告。 3、据2026年5月22日业绩说明会及2025年年报，公司发展战略包括利用鸿蒙数字基座赋能，发展智慧水务、智能装备制造等新质生产力，并已构建“Hy-smart”智慧水务系统，运用数字孪生技术提供智慧化管理解决方案。	公司专注深海资源开发装备，覆盖油气开采、海水淡化及环保处理，技术适配高压环境	2026-05-11\|14.31\|3.77\|13.82\|14.41\|13.82\|102928;2026-05-12\|14.37\|0.42\|14.22\|14.75\|14.15\|99203;2026-05-13\|14.82\|3.13\|14.33\|14.90\|14.30\|95290;2026-05-14\|14.26\|-3.78\|14.90\|14.92\|14.23\|71465;2026-05-15\|14.61\|2.45\|14.23\|15.00\|14.16\|107478;2026-05-18\|14.34\|-1.85\|14.51\|14.61\|14.15\|65043;2026-05-19\|14.51\|1.19\|14.34\|14.59\|13.96\|61934;2026-05-20\|14.34\|-1.17\|14.44\|14.57\|14.19\|48680;2026-05-21\|13.55\|-5.51\|14.27\|14.45\|13.54\|56919;2026-05-22\|13.61\|0.44\|13.59\|13.86\|13.39\|62736;2026-05-25\|13.28\|-2.42\|13.64\|14.38\|13.25\|79985;2026-05-26\|12.92\|-2.71\|13.24\|13.25\|12.76\|63233;2026-05-27\|12.41\|-3.95\|12.85\|12.92\|12.22\|56136;2026-05-28\|12.52\|0.89\|12.48\|12.57\|12.04\|52007;2026-05-29\|11.91\|-4.87\|12.41\|12.56\|11.85\|44961;2026-06-01\|12.34\|3.61\|11.92\|12.71\|11.86\|68850;2026-06-02\|12.18\|-1.30\|12.40\|12.45\|11.94\|47742;2026-06-03\|11.80\|-3.12\|12.17\|12.20\|11.72\|43936;2026-06-04\|11.57\|-1.95\|11.68\|11.87\|11.45\|35611;2026-06-05\|11.81\|2.07\|11.62\|11.96\|11.33\|46451;2026-06-08\|11.70\|-0.93\|11.40\|12.17\|11.20\|50274;2026-06-09\|11.56\|-1.20\|11.80\|11.92\|11.45\|38510;2026-06-10\|11.28\|-2.42\|11.48\|11.67\|10.99\|39427;2026-06-11\|11.03\|-2.22\|11.20\|11.35\|10.89\|29118;2026-06-12\|11.29\|2.36\|11.23\|11.42\|10.97\|39737;2026-06-15\|11.29\|0.00\|11.29\|11.60\|11.10\|36689;2026-06-16\|11.43\|1.24\|11.26\|11.68\|11.12\|48784;2026-06-17\|11.00\|-3.76\|11.53\|11.85\|10.97\|62122;2026-06-18\|10.83\|-1.55\|10.99\|11.08\|10.61\|46125;2026-06-22\|11.11\|2.59\|10.69\|11.13\|10.40\|59909;2026-06-23\|13.33\|19.98\|11.08\|13.33\|10.97\|209511;2026-06-24\|13.20\|-0.98\|13.45\|14.42\|13.05\|240441;2026-06-25\|14.57\|10.38\|13.72\|14.68\|13.48\|207451;2026-06-26\|14.02\|-3.77\|14.46\|14.90\|13.71\|156988;2026-06-29\|12.93\|-7.77\|14.18\|14.25\|12.72\|125924;2026-06-30\|12.85\|-0.62\|12.88\|13.04\|12.43\|103613;2026-07-01\|12.86\|0.08\|12.81\|13.44\|12.41\|130842;2026-07-02\|12.23\|-4.90\|12.80\|13.17\|12.20\|87854;2026-07-03\|12.22\|-0.08\|12.36\|12.80\|12.03\|89304;2026-07-06\|12.69\|3.85\|11.76\|13.03\|11.57\|159912;2026-07-07\|13.08\|3.07\|12.60\|13.99\|12.53\|188899;2026-07-08\|12.59\|-3.75\|13.06\|13.29\|12.53\|114897;2026-07-09\|13.35\|6.04\|12.58\|13.52\|12.47\|146332;2026-07-10\|13.56\|1.57\|13.31\|13.95\|12.96\|122981;2026-07-13\|11.84\|-12.68\|13.48\|13.79\|11.77\|117383;2026-07-14\|11.75\|-0.76\|11.94\|12.01\|11.03\|98958;2026-07-15\|12.00\|2.13\|11.72\|12.30\|11.55\|77718;2026-07-16\|11.81\|-1.58\|12.00\|12.10\|11.70\|61810;2026-07-17\|10.76\|-8.89\|11.81\|11.95\|10.59\|80525;2026-07-20\|9.32\|-13.38\|10.67\|10.99\|9.08\|155538;2026-07-21\|9.40\|0.86\|9.45\|9.50\|8.55\|133826;2026-07-22\|9.16\|-2.55\|9.26\|9.49\|9.07\|76346;2026-07-23\|9.72\|6.11\|9.16\|9.76\|9.07\|86597;2026-07-24\|9.33\|-4.01\|9.61\|9.71\|9.22\|63200;2026-07-27\|9.60\|2.89\|9.30\|9.67\|9.16\|44396;2026-07-28\|9.58\|-0.21\|9.58\|9.84\|9.49\|43318;2026-07-29\|9.85\|2.82\|9.47\|9.92\|9.47\|69996;2026-07-30\|9.63\|-2.23\|9.89\|10.30\|9.59\|66789;2026-07-31\|9.92\|3.01\|9.78\|10.10\|9.78\|48013;2026-08-03\|10.39\|4.74\|10.02\|10.43\|9.94\|54768;2026-08-04\|10.48\|0.87\|10.49\|10.67\|10.33\|43728;2026-08-05\|10.63\|1.43\|10.49\|10.72\|10.45\|36162;2026-08-06\|11.43\|7.53\|10.61\|11.54\|10.60\|121977;2026-08-07\|11.83\|3.50\|11.48\|11.95\|10.98\|112823;2026-08-10\|11.78\|-0.42\|11.83\|11.93\|11.44\|59750;2026-08-11\|11.82\|0.34\|11.78\|12.03\|11.54\|39226;2026-08-12\|11.92\|0.85\|11.89\|12.10\|11.82\|43624;2026-08-13\|11.77\|-1.26\|11.89\|12.15\|11.72\|48824;2026-08-14\|11.95\|1.53\|11.82\|12.02\|11.62\|45787;2026-08-17\|12.20\|2.09\|12.11\|12.31\|11.93\|39284;2026-08-18\|12.06\|-1.15\|12.12\|12.32\|11.92\|33494;2026-08-19\|11.43\|-5.22\|12.00\|12.00\|11.31\|45488;2026-08-20\|11.53\|0.87\|11.43\|11.60\|11.24\|37289;2026-08-21\|11.57\|0.35\|11.40\|11.58\|11.32\|41560;2026-08-24\|11.66\|0.78\|11.49\|11.84\|11.21\|48112;2026-08-25\|12.13\|4.03\|11.55\|12.24\|11.38\|68226;2026-08-26\|12.64\|4.20\|12.12\|12.73\|12.07\|73545;2026-08-27\|11.99\|-5.14\|12.79\|12.79\|11.78\|81752;2026-08-28\|12.20\|1.75\|12.02\|12.47\|11.96\|62970;2026-08-31\|12.15\|-0.41\|12.14\|12.26\|11.95\|38064;2026-09-01\|12.41\|2.14\|12.12\|12.49\|12.12\|37195;2026-09-02\|12.60\|1.53\|12.35\|12.69\|12.26\|45230;2026-09-03\|13.49\|7.06\|12.57\|13.87\|12.35\|152352;2026-09-04\|14.66\|8.67\|13.80\|14.79\|13.80\|208900;2026-09-07\|14.99\|2.25\|14.93\|15.44\|14.38\|194845;2026-09-08\|13.55\|-9.61\|15.05\|15.05\|12.45\|376065;2026-09-09\|12.91\|-4.72\|12.80\|14.09\|12.62\|281618;2026-09-10\|13.16\|1.94\|12.80\|14.05\|12.46\|286127;2026-09-11\|12.52\|-4.86\|13.08\|13.08\|12.18\|210757;2026-09-14\|12.08\|-3.51\|12.29\|12.54\|12.01\|134043

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