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
110447	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-03-10\|22.46\|1.81\|22.33\|22.88\|22.06\|333213;2026-03-11\|22.90\|1.96\|22.63\|24.05\|22.51\|385845;2026-03-12\|23.05\|0.66\|22.80\|23.20\|22.11\|317973;2026-03-13\|23.01\|-0.17\|22.38\|24.00\|22.19\|321033;2026-03-16\|25.31\|10.00\|23.60\|25.31\|23.60\|461949;2026-03-17\|22.85\|-9.72\|25.97\|26.06\|22.80\|621350;2026-03-18\|24.05\|5.25\|23.35\|24.18\|23.30\|438714;2026-03-19\|24.00\|-0.21\|23.95\|24.80\|23.50\|371866;2026-03-20\|23.08\|-3.83\|24.49\|24.50\|23.00\|366930;2026-03-23\|23.78\|3.03\|22.44\|25.00\|22.07\|568195;2026-03-24\|25.65\|7.86\|25.46\|26.16\|24.64\|776599;2026-03-25\|25.38\|-1.05\|26.00\|26.50\|24.90\|626641;2026-03-26\|23.81\|-6.19\|24.76\|25.27\|23.76\|398603;2026-03-27\|26.19\|10.00\|23.27\|26.19\|23.27\|417172;2026-03-30\|26.85\|2.52\|26.03\|26.96\|25.61\|597899;2026-03-31\|25.92\|-3.46\|26.34\|26.83\|25.61\|411319;2026-04-01\|26.30\|1.47\|26.85\|27.36\|25.15\|564761;2026-04-02\|24.81\|-5.67\|26.30\|26.78\|24.71\|460479;2026-04-03\|25.23\|1.69\|25.43\|26.30\|24.42\|451317;2026-04-07\|24.24\|-3.92\|25.35\|25.65\|23.78\|405185;2026-04-08\|26.19\|8.04\|24.99\|26.66\|24.86\|634382;2026-04-09\|25.39\|-3.05\|25.93\|26.20\|25.35\|373501;2026-04-10\|25.58\|0.75\|25.70\|26.66\|25.29\|366360;2026-04-13\|28.14\|10.01\|25.40\|28.14\|25.40\|423352;2026-04-14\|27.91\|-0.82\|28.58\|28.78\|27.62\|550036;2026-04-15\|27.15\|-2.72\|27.91\|28.21\|27.01\|366730;2026-04-16\|27.43\|1.03\|27.16\|28.19\|26.80\|407082;2026-04-17\|30.17\|9.99\|28.11\|30.17\|27.50\|628356;2026-04-20\|31.52\|4.47\|30.92\|32.58\|30.57\|664169;2026-04-21\|34.67\|9.99\|31.44\|34.67\|30.95\|477065;2026-04-22\|35.52\|2.45\|35.00\|36.30\|32.80\|777700;2026-04-23\|37.00\|4.17\|36.00\|37.55\|35.40\|812623;2026-04-24\|39.81\|7.59\|37.30\|40.70\|37.25\|927225;2026-04-27\|38.93\|-2.21\|40.91\|43.00\|38.30\|868378;2026-04-28\|36.20\|-7.01\|39.00\|39.20\|35.68\|671055;2026-04-29\|39.82\|10.00\|35.88\|39.82\|35.01\|681475;2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805;2026-07-17\|34.02\|-10.00\|37.80\|38.38\|34.02\|370355
110446	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光通信材料+防务业务扭亏+央企行业原因： 1、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。 2、亚马逊近日宣布与康宁达成多年期数十亿光纤合作协议用于算力中心建设，此前英伟达、微软、Meta等科技巨头已与康宁签署巨额光纤及光连接长协。公司原因： 1、据2026年1月9日互动易，公司自主研发的光通信核心材料GP，具有高消光比等技术优势，已供给光隔离器用户；据2025年12月4日公司官微，公司光纤皮料管通过全流程验证并获200吨订单，可实现批量生产，满足4微米超细光纤生产要求。 2、据2026年4月25日年报，公司防务板块聚焦大型武器系统、精确制导导引头等业务，2025年营业收入同比增长193.69%，净利润实现扭亏为盈。 3、公司控股股东为北方光电集团有限公司，实际控制人为中国兵器工业集团有限公司，最终控制人为国务院国有资产监督管理委员会。	兵工集团唯一光电上市平台，陆军光电武器装备核心供应商；公司光通信核心材料GP是光模块光隔离器中的核心材料	2026-03-10\|18.37\|1.94\|18.10\|18.49\|18.08\|97074;2026-03-11\|18.40\|0.16\|18.50\|18.83\|18.38\|128281;2026-03-12\|17.89\|-2.77\|18.47\|18.49\|17.86\|120499;2026-03-13\|17.21\|-3.80\|17.77\|17.80\|17.17\|117797;2026-03-16\|17.15\|-0.35\|17.12\|17.21\|16.80\|79187;2026-03-17\|16.62\|-3.09\|17.15\|17.24\|16.61\|82188;2026-03-18\|16.31\|-1.87\|16.61\|16.64\|16.05\|116837;2026-03-19\|15.71\|-3.68\|16.06\|16.13\|15.65\|99198;2026-03-20\|15.46\|-1.59\|15.86\|16.03\|15.43\|92915;2026-03-23\|14.42\|-6.73\|15.05\|15.22\|14.32\|123867;2026-03-24\|15.86\|9.99\|14.82\|15.86\|14.54\|178937;2026-03-25\|16.90\|6.56\|16.31\|17.44\|16.31\|405565;2026-03-26\|15.96\|-5.56\|16.53\|16.73\|15.92\|259515;2026-03-27\|16.37\|2.57\|15.70\|16.58\|15.65\|168868;2026-03-30\|16.74\|2.26\|16.20\|17.01\|15.98\|207778;2026-03-31\|18.41\|9.98\|16.41\|18.41\|16.17\|378899;2026-04-01\|19.30\|4.83\|20.25\|20.25\|18.74\|1135818;2026-04-02\|18.46\|-4.35\|18.39\|19.20\|18.18\|791577;2026-04-03\|18.75\|1.57\|18.73\|19.52\|18.48\|660404;2026-04-07\|18.51\|-1.28\|18.56\|19.19\|18.20\|463694;2026-04-08\|18.82\|1.67\|18.82\|19.11\|18.58\|499919;2026-04-09\|19.62\|4.25\|18.40\|19.93\|18.34\|706363;2026-04-10\|20.09\|2.40\|19.45\|21.50\|19.40\|662028;2026-04-13\|21.04\|4.73\|20.49\|21.65\|20.49\|631681;2026-04-14\|20.96\|-0.38\|21.11\|21.45\|20.62\|484988;2026-04-15\|20.29\|-3.20\|21.00\|21.18\|20.25\|335992;2026-04-16\|21.87\|7.79\|20.31\|22.11\|20.31\|497807;2026-04-17\|22.22\|1.60\|21.75\|22.57\|21.60\|430899;2026-04-20\|24.44\|9.99\|22.45\|24.44\|22.45\|373170;2026-04-21\|23.50\|-3.85\|24.20\|24.53\|23.19\|609027;2026-04-22\|25.85\|10.00\|23.50\|25.85\|23.50\|344355;2026-04-23\|25.17\|-2.63\|26.52\|26.59\|24.85\|699499;2026-04-24\|24.13\|-4.13\|24.99\|25.30\|23.90\|489846;2026-04-27\|23.03\|-4.56\|23.15\|23.46\|22.22\|519274;2026-04-28\|22.16\|-3.78\|22.77\|23.33\|22.06\|324190;2026-04-29\|22.53\|1.67\|22.00\|23.30\|21.98\|392004;2026-04-30\|21.87\|-2.93\|22.32\|22.47\|21.66\|292778;2026-05-06\|23.40\|7.00\|22.18\|23.99\|22.18\|451270;2026-05-07\|23.97\|2.44\|23.80\|24.35\|23.15\|446557;2026-05-08\|24.80\|3.46\|23.96\|24.84\|23.25\|438290;2026-05-11\|27.28\|10.00\|26.07\|27.28\|26.05\|340924;2026-05-12\|29.08\|6.60\|29.99\|29.99\|27.83\|865882;2026-05-13\|29.12\|0.14\|28.20\|29.71\|27.65\|629401;2026-05-14\|29.30\|0.62\|29.30\|30.89\|28.80\|602755;2026-05-15\|28.10\|-4.10\|29.68\|30.89\|27.71\|592783;2026-05-18\|27.30\|-2.85\|27.62\|28.24\|26.93\|433927;2026-05-19\|26.99\|-1.14\|27.00\|27.10\|25.96\|322676;2026-05-20\|28.20\|4.48\|26.99\|29.22\|26.91\|503164;2026-05-21\|26.22\|-7.02\|28.16\|28.17\|26.08\|369119;2026-05-22\|26.82\|2.29\|26.88\|27.27\|26.41\|303171;2026-05-25\|26.39\|-1.60\|26.86\|27.20\|25.33\|329052;2026-05-26\|26.50\|0.42\|26.10\|27.41\|25.66\|342742;2026-05-27\|25.27\|-4.64\|26.51\|27.27\|25.19\|313648;2026-05-28\|25.45\|0.71\|25.20\|25.60\|24.25\|310326;2026-05-29\|26.88\|5.62\|25.50\|28.00\|25.44\|602451;2026-06-01\|25.70\|-4.39\|26.71\|27.44\|25.57\|489976;2026-06-02\|26.67\|3.77\|25.67\|27.33\|24.49\|422872;2026-06-03\|26.66\|-0.04\|27.05\|27.85\|26.20\|457421;2026-06-04\|27.15\|1.84\|25.88\|27.69\|25.80\|402425;2026-06-05\|26.60\|-2.03\|26.35\|28.35\|25.73\|479281;2026-06-08\|25.38\|-4.59\|24.49\|27.06\|24.30\|393020;2026-06-09\|26.20\|3.23\|26.15\|27.24\|25.62\|386193;2026-06-10\|25.21\|-3.78\|25.94\|25.94\|24.87\|292966;2026-06-11\|25.72\|2.02\|24.80\|26.51\|24.65\|319732;2026-06-12\|25.05\|-2.60\|26.50\|26.64\|24.87\|373306;2026-06-15\|27.07\|8.06\|25.04\|27.20\|24.65\|438777;2026-06-16\|27.54\|1.74\|27.00\|27.85\|26.80\|407344;2026-06-17\|26.67\|-3.05\|26.82\|27.65\|26.46\|318831;2026-06-18\|28.22\|5.81\|26.63\|28.49\|26.59\|529206;2026-06-22\|27.75\|-1.67\|28.49\|28.60\|26.31\|610285;2026-06-23\|28.75\|3.60\|27.00\|29.40\|25.71\|740468;2026-06-24\|26.52\|-7.76\|28.29\|28.29\|26.01\|595483;2026-06-25\|29.17\|9.99\|25.98\|29.17\|25.44\|526637;2026-06-26\|30.21\|3.57\|28.78\|30.85\|26.80\|827866;2026-06-29\|29.10\|-3.67\|29.70\|31.56\|28.46\|615967;2026-06-30\|32.01\|10.00\|29.79\|32.01\|29.62\|427057;2026-07-01\|31.89\|-0.37\|32.50\|33.55\|30.54\|667969;2026-07-02\|28.70\|-10.00\|30.10\|30.20\|28.70\|409792;2026-07-03\|25.83\|-10.00\|27.35\|27.65\|25.83\|444340;2026-07-06\|23.71\|-8.21\|25.25\|26.00\|23.25\|430361;2026-07-07\|22.90\|-3.42\|23.14\|23.73\|22.51\|225973;2026-07-08\|21.30\|-6.99\|22.90\|23.15\|21.23\|267454;2026-07-09\|22.32\|4.79\|21.50\|22.46\|20.71\|278548;2026-07-10\|21.95\|-1.66\|22.30\|23.24\|21.93\|284383;2026-07-13\|19.76\|-9.98\|21.60\|21.84\|19.76\|230805;2026-07-14\|20.25\|2.48\|19.76\|20.32\|19.00\|184482;2026-07-15\|19.32\|-4.59\|20.50\|20.58\|19.25\|139954;2026-07-16\|18.22\|-5.69\|19.00\|19.33\|18.01\|200242;2026-07-17\|16.70\|-8.34\|18.30\|18.35\|16.50\|206901
110445	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-03-10\|17.22\|10.03\|16.12\|17.22\|15.92\|1314157;2026-03-11\|18.27\|6.10\|17.97\|18.94\|17.96\|2476100;2026-03-12\|19.19\|5.04\|18.64\|20.10\|18.57\|2399265;2026-03-13\|18.43\|-3.96\|19.80\|20.14\|18.20\|1836916;2026-03-16\|18.91\|2.60\|18.48\|19.68\|18.48\|1828031;2026-03-17\|17.02\|-9.99\|19.00\|19.06\|17.02\|1471750;2026-03-18\|16.82\|-1.18\|16.71\|17.08\|16.45\|1367559;2026-03-19\|16.97\|0.89\|16.40\|17.87\|16.38\|1714767;2026-03-20\|16.44\|-3.12\|17.70\|18.10\|16.43\|1701867;2026-03-23\|15.19\|-7.60\|15.79\|16.25\|14.98\|1347602;2026-03-24\|16.06\|5.73\|15.66\|16.10\|15.06\|1127570;2026-03-25\|16.63\|3.55\|16.50\|17.07\|16.21\|1203842;2026-03-26\|16.16\|-2.83\|16.41\|16.73\|16.07\|841405;2026-03-27\|16.80\|3.96\|15.80\|17.26\|15.66\|1108239;2026-03-30\|16.58\|-1.31\|16.59\|16.69\|16.02\|922887;2026-03-31\|15.63\|-5.73\|16.32\|16.40\|15.40\|1237947;2026-04-01\|16.32\|4.41\|16.21\|16.33\|15.71\|993959;2026-04-02\|16.09\|-1.41\|16.10\|17.17\|16.01\|1334580;2026-04-03\|17.01\|5.72\|16.65\|17.61\|16.35\|1595490;2026-04-07\|16.69\|-1.88\|17.15\|17.26\|16.42\|1112154;2026-04-08\|17.91\|7.31\|17.25\|18.15\|16.92\|1518231;2026-04-09\|19.70\|9.99\|17.63\|19.70\|17.63\|1004147;2026-04-10\|19.00\|-3.55\|20.60\|20.79\|18.66\|2199377;2026-04-13\|19.62\|3.26\|18.86\|20.10\|18.84\|1867106;2026-04-14\|20.61\|5.05\|19.80\|21.34\|19.41\|2033459;2026-04-15\|19.80\|-3.93\|20.56\|20.61\|19.70\|1348011;2026-04-16\|19.75\|-0.25\|19.60\|20.33\|19.36\|1247149;2026-04-17\|21.73\|10.03\|21.73\|21.73\|21.73\|377584;2026-04-20\|23.90\|9.99\|23.90\|23.90\|23.90\|309827;2026-04-21\|23.52\|-1.59\|23.90\|25.21\|23.42\|3871390;2026-04-22\|25.87\|9.99\|23.45\|25.87\|23.43\|2073604;2026-04-23\|25.60\|-1.04\|26.98\|27.53\|25.51\|2901803;2026-04-24\|25.89\|1.13\|25.31\|27.39\|25.31\|2311665;2026-04-27\|27.42\|5.91\|27.60\|28.48\|26.84\|2614549;2026-04-28\|26.42\|-3.65\|27.01\|27.90\|25.43\|2557604;2026-04-29\|25.66\|-2.88\|25.80\|27.20\|25.56\|1740712;2026-04-30\|27.89\|8.69\|25.79\|28.23\|25.78\|2914319;2026-05-06\|27.01\|-3.16\|27.10\|27.86\|26.59\|2732031;2026-05-07\|27.98\|3.59\|27.01\|29.20\|26.20\|2293664;2026-05-08\|29.16\|4.22\|27.80\|30.19\|27.51\|2050571;2026-05-11\|32.08\|10.01\|30.00\|32.08\|29.30\|1320818;2026-05-12\|32.66\|1.81\|33.97\|34.00\|31.03\|2437124;2026-05-13\|35.07\|7.38\|32.00\|35.30\|32.00\|2026505;2026-05-14\|32.80\|-6.47\|34.39\|35.55\|32.46\|2066419;2026-05-15\|29.52\|-10.00\|32.60\|33.38\|29.52\|2016091;2026-05-18\|30.08\|1.90\|29.00\|30.77\|29.00\|1442605;2026-05-19\|29.48\|-1.99\|29.54\|29.87\|27.96\|1405300;2026-05-20\|28.71\|-2.61\|29.39\|29.45\|28.10\|1144851;2026-05-21\|27.50\|-4.21\|29.28\|29.50\|27.04\|1403608;2026-05-22\|29.26\|6.40\|28.10\|29.88\|27.90\|1410654;2026-05-25\|31.31\|7.01\|29.63\|31.43\|28.94\|1724802;2026-05-26\|28.86\|-7.83\|30.76\|31.25\|28.29\|1602669;2026-05-27\|31.21\|8.14\|28.59\|31.75\|28.00\|2522521;2026-05-28\|34.33\|10.00\|30.50\|34.33\|29.59\|2218723;2026-05-29\|32.73\|-4.66\|34.00\|34.82\|32.12\|2087071;2026-06-01\|30.60\|-6.51\|32.14\|32.50\|29.46\|1919729;2026-06-02\|32.00\|4.58\|30.50\|32.60\|29.85\|1599639;2026-06-03\|31.50\|-1.56\|33.29\|33.70\|30.51\|1927744;2026-06-04\|29.77\|-5.49\|30.58\|31.32\|29.61\|1516819;2026-06-05\|29.42\|-1.18\|29.47\|32.16\|29.15\|1879502;2026-06-08\|26.78\|-8.97\|27.93\|28.49\|26.49\|1362992;2026-06-09\|29.46\|10.01\|27.80\|29.46\|27.06\|1503356;2026-06-10\|29.08\|-1.29\|29.30\|30.15\|28.38\|1309455;2026-06-11\|29.31\|0.79\|28.75\|30.73\|28.75\|1422375;2026-06-12\|28.25\|-3.62\|30.09\|30.34\|28.06\|1188992;2026-06-15\|30.94\|9.52\|29.15\|31.05\|28.41\|1582483;2026-06-16\|32.39\|4.69\|31.44\|32.88\|30.86\|1287542;2026-06-17\|33.41\|3.15\|31.70\|33.80\|31.68\|1390896;2026-06-18\|32.88\|-1.59\|33.35\|34.29\|32.70\|1222860;2026-06-22\|34.46\|4.81\|33.55\|35.00\|32.55\|1807323;2026-06-23\|32.49\|-5.72\|34.10\|34.57\|32.11\|1373309;2026-06-24\|32.36\|-0.40\|31.99\|33.92\|31.11\|1262431;2026-06-25\|35.60\|10.01\|32.99\|35.60\|32.95\|1638789;2026-06-26\|32.75\|-8.01\|36.52\|37.37\|32.34\|2400963;2026-06-29\|30.14\|-7.97\|32.75\|33.00\|29.48\|1764150;2026-06-30\|30.84\|2.32\|30.06\|31.74\|29.30\|1131699;2026-07-01\|29.94\|-2.92\|30.63\|31.07\|29.21\|1152264;2026-07-02\|27.90\|-6.81\|28.60\|29.58\|27.57\|1015200;2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|21.51\|-10.00\|23.50\|23.80\|21.51\|852473;2026-07-14\|22.97\|6.79\|21.55\|23.15\|21.10\|950171;2026-07-15\|23.43\|2.00\|22.50\|24.17\|22.31\|1304508;2026-07-16\|21.36\|-8.83\|22.40\|22.99\|21.10\|867290;2026-07-17\|19.22\|-10.02\|21.54\|21.61\|19.22\|1094017
110444	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	投建高阶HDI+1.6T光模块+HDI龙头行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月25日公告，公司全资子公司赣州红板拟使用不超过9亿元投资建设高阶HDI精密电路板生产线设备升级智能化改造项目，布局COB直显赛道，提升高附加值产品占比。 2、据2026年6月16日互动易，公司光模块PCB相关产品已顺利完成800G、1.6T规格的技术验证，下游合作客户覆盖行业内多家头部企业，目前1.6T光模块PCB产品正常小批量生产中。 3、据2026年4月2日招股说明书及2026年5月15日机构调研，公司深耕HDI领域二十年，是行业领先的HDI板制造商，产品涵盖HDI板、IC载板等，主要客户包括OPPO、vivo、荣耀、传音、比亚迪、英特尔等。	公司面向光模块领域开展了800G三阶盲孔光模块PCB产品、高传输速率光模块电路板等多项研发项目，有生产1.6T光模块电路板的技术能力，相关业务正根据客户需求有序推进	2026-04-08\|57.70\|225.99\|52.00\|67.59\|49.00\|640788;2026-04-09\|50.27\|-12.88\|53.60\|54.44\|50.11\|483109;2026-04-10\|55.08\|9.57\|52.00\|57.76\|51.50\|505477;2026-04-13\|62.82\|14.05\|54.13\|69.97\|54.13\|514468;2026-04-14\|62.18\|-1.02\|64.70\|65.33\|59.00\|435093;2026-04-15\|68.40\|10.00\|60.36\|68.40\|60.33\|256538;2026-04-16\|68.69\|0.42\|70.00\|72.62\|64.00\|462966;2026-04-17\|67.29\|-2.04\|66.70\|70.73\|66.61\|356016;2026-04-20\|62.91\|-6.51\|65.73\|65.75\|62.56\|334094;2026-04-21\|62.00\|-1.45\|61.50\|63.60\|60.25\|233367;2026-04-22\|63.67\|2.69\|61.16\|64.18\|60.60\|243053;2026-04-23\|59.06\|-7.24\|62.70\|63.19\|59.01\|236586;2026-04-24\|60.10\|1.76\|59.80\|61.47\|59.36\|157888;2026-04-27\|63.54\|5.72\|61.57\|64.27\|61.56\|227779;2026-04-28\|62.99\|-0.87\|62.00\|66.58\|61.51\|209031;2026-04-29\|61.72\|-2.02\|60.91\|62.70\|59.91\|167767;2026-04-30\|61.73\|0.02\|62.63\|64.00\|61.15\|148620;2026-05-06\|66.98\|8.50\|64.98\|67.77\|63.51\|277376;2026-05-07\|73.68\|10.00\|65.87\|73.68\|65.87\|333263;2026-05-08\|81.05\|10.00\|75.00\|81.05\|74.51\|185136;2026-05-11\|89.16\|10.01\|89.16\|89.16\|89.16\|26207;2026-05-12\|93.20\|4.53\|98.08\|98.08\|89.03\|447087;2026-05-13\|94.71\|1.62\|90.37\|99.89\|89.89\|385212;2026-05-14\|85.56\|-9.66\|91.50\|94.50\|85.27\|344482;2026-05-15\|83.80\|-2.06\|83.51\|87.33\|81.60\|212195;2026-05-18\|90.05\|7.46\|83.64\|91.87\|83.64\|276894;2026-05-19\|86.80\|-3.61\|88.00\|90.08\|85.15\|203002;2026-05-20\|89.91\|3.58\|85.22\|93.67\|83.50\|244979;2026-05-21\|96.01\|6.78\|91.79\|98.90\|90.02\|385669;2026-05-22\|105.61\|10.00\|97.50\|105.61\|96.96\|324889;2026-05-25\|108.30\|2.55\|105.00\|115.15\|101.99\|331036;2026-05-26\|112.96\|4.30\|104.00\|115.00\|100.00\|274256;2026-05-27\|104.01\|-7.92\|109.07\|113.58\|103.00\|228969;2026-05-28\|103.53\|-0.46\|100.23\|108.40\|98.00\|205371;2026-05-29\|101.89\|-1.58\|104.00\|108.00\|98.60\|176268;2026-06-01\|91.70\|-10.00\|99.00\|99.99\|91.70\|187936;2026-06-02\|97.11\|5.90\|91.70\|100.00\|88.08\|232982;2026-06-03\|97.72\|0.63\|96.73\|103.25\|95.68\|238375;2026-06-04\|106.99\|9.49\|95.11\|107.49\|94.00\|236813;2026-06-05\|98.48\|-7.95\|104.49\|106.25\|98.45\|191709;2026-06-08\|90.18\|-8.43\|89.80\|95.19\|89.80\|140391;2026-06-09\|93.21\|3.36\|93.00\|95.00\|89.12\|128342;2026-06-10\|83.89\|-10.00\|90.28\|91.10\|83.89\|179592;2026-06-11\|78.80\|-6.07\|80.96\|82.43\|77.20\|172329;2026-06-12\|75.67\|-3.97\|81.22\|82.00\|75.00\|170830;2026-06-15\|80.91\|6.92\|77.18\|81.35\|76.20\|162434;2026-06-16\|85.99\|6.28\|81.97\|88.00\|80.92\|193613;2026-06-17\|89.31\|3.86\|83.50\|91.80\|83.16\|195798;2026-06-18\|90.18\|0.97\|89.00\|93.48\|86.70\|186514;2026-06-22\|88.50\|-1.86\|90.16\|91.20\|86.51\|160666;2026-06-23\|88.00\|-0.56\|87.02\|89.33\|83.38\|145213;2026-06-24\|86.33\|-1.90\|86.35\|88.72\|84.84\|127528;2026-06-25\|94.96\|10.00\|90.60\|94.96\|90.02\|118936;2026-06-26\|92.74\|-2.34\|98.60\|101.50\|90.50\|219702;2026-06-29\|102.01\|10.00\|91.20\|102.01\|84.98\|274405;2026-06-30\|112.21\|10.00\|100.98\|112.21\|98.50\|314606;2026-07-01\|104.69\|-6.70\|109.88\|122.10\|103.22\|318478;2026-07-02\|96.65\|-7.68\|99.63\|107.54\|96.51\|225675;2026-07-03\|97.90\|1.29\|95.89\|101.50\|93.48\|184006;2026-07-06\|94.92\|-3.04\|98.81\|102.86\|92.90\|150697;2026-07-07\|89.74\|-5.46\|94.86\|97.12\|87.91\|138876;2026-07-08\|86.39\|-3.73\|89.74\|90.80\|84.05\|102067;2026-07-09\|93.80\|8.58\|89.00\|94.32\|87.28\|167903;2026-07-10\|91.05\|-2.93\|94.00\|99.93\|91.05\|179290;2026-07-13\|87.85\|-3.51\|89.74\|92.50\|86.57\|128304;2026-07-14\|94.50\|7.57\|87.28\|94.84\|86.00\|162936;2026-07-15\|85.05\|-10.00\|94.00\|94.20\|85.05\|158907;2026-07-16\|91.45\|7.53\|79.56\|93.56\|76.55\|265928;2026-07-17\|82.31\|-9.99\|86.95\|86.97\|82.31\|125557
110443	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-03-10\|86.16\|10.00\|78.99\|86.16\|78.99\|554095;2026-03-11\|91.49\|6.19\|90.68\|93.08\|89.00\|1025475;2026-03-12\|98.82\|8.01\|91.54\|100.64\|91.54\|1147568;2026-03-13\|88.94\|-10.00\|93.10\|94.99\|88.94\|886078;2026-03-16\|83.50\|-6.12\|84.50\|85.30\|81.23\|774759;2026-03-17\|79.28\|-5.05\|83.60\|83.96\|78.50\|574346;2026-03-18\|83.60\|5.45\|81.00\|83.77\|80.65\|540440;2026-03-19\|84.42\|0.98\|82.04\|86.65\|81.81\|598972;2026-03-20\|83.08\|-1.59\|86.90\|87.50\|83.01\|592419;2026-03-23\|79.01\|-4.90\|80.04\|82.89\|78.50\|446224;2026-03-24\|79.87\|1.09\|79.50\|80.55\|76.67\|418796;2026-03-25\|86.45\|8.24\|82.88\|87.86\|82.50\|751892;2026-03-26\|85.00\|-1.68\|84.77\|88.47\|84.37\|540078;2026-03-27\|84.50\|-0.59\|83.56\|86.50\|81.38\|438905;2026-03-30\|88.10\|4.26\|83.69\|89.80\|83.30\|607038;2026-03-31\|84.30\|-4.31\|87.18\|87.18\|83.84\|437757;2026-04-01\|86.98\|3.18\|86.60\|89.00\|85.30\|453374;2026-04-02\|83.90\|-3.54\|85.81\|88.45\|83.40\|430388;2026-04-03\|90.39\|7.74\|85.02\|91.95\|85.00\|840587;2026-04-07\|92.36\|2.18\|92.00\|97.80\|91.90\|630705;2026-04-08\|98.26\|6.39\|95.60\|99.08\|94.08\|694745;2026-04-09\|108.09\|10.00\|96.13\|108.09\|96.09\|891018;2026-04-10\|107.82\|-0.25\|111.72\|112.10\|106.06\|998530;2026-04-13\|113.73\|5.48\|107.29\|115.88\|107.29\|707895;2026-04-14\|111.40\|-2.05\|113.50\|114.36\|110.20\|650000;2026-04-15\|106.70\|-4.22\|111.60\|112.56\|105.60\|617794;2026-04-16\|106.21\|-0.46\|107.20\|108.35\|105.91\|434191;2026-04-17\|116.83\|10.00\|110.99\|116.83\|110.11\|623611;2026-04-20\|120.05\|2.76\|122.00\|125.66\|119.38\|764715;2026-04-21\|121.79\|1.45\|119.00\|123.31\|116.39\|582583;2026-04-22\|123.97\|1.79\|121.50\|125.60\|120.50\|793417;2026-04-23\|131.68\|6.22\|124.85\|134.99\|123.51\|1102421;2026-04-24\|128.70\|-2.26\|129.70\|135.67\|123.00\|868011;2026-04-27\|134.52\|4.52\|131.34\|141.46\|130.30\|775792;2026-04-28\|137.00\|1.84\|131.92\|140.99\|130.50\|635764;2026-04-29\|132.87\|-3.01\|132.53\|137.30\|128.90\|568577;2026-04-30\|144.28\|8.59\|135.52\|146.16\|135.01\|802115;2026-05-06\|150.82\|4.53\|147.16\|158.30\|147.16\|694668;2026-05-07\|164.29\|8.93\|152.70\|165.90\|147.01\|708803;2026-05-08\|180.72\|10.00\|160.00\|180.72\|158.64\|821824;2026-05-11\|198.79\|10.00\|188.00\|198.79\|183.02\|770319;2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920
110442	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	涨停揭秘：公司拟定增20亿元加码AIDC光纤预制棒项目，人形机器人专用高柔韧性线缆已用于优必选并送样智元机器人，切入AI算力与具身智能双赛道；涨停缘由：一季报净利润同比增长110.36%；央视报道光纤价格暴涨650%强化材料端逻辑；2026太空算力大会推动算力基建加速；人形机器人量产在即，线缆需求放量可期；资金逻辑：主力资金连续多日净流入，机构调研密集，大宗交易溢价成交频现，显示产业资本高度认可；风险提示：定增尚未获批，项目落地存在不确定性；人形机器人线缆订单尚未落地，收入贡献滞后；原材料价格波动影响毛利	1、公司一季报净利润同比增长110.36%，拟定增募资不超20亿元加码AIDC光纤预制棒项目； 2、公司为环首都太行山能源信息技术产业基地项目、“全国一体化算力网络”和林格尔数据中心集群绿色能源供给示范项目、阿里巴巴张北云计算数据中心工程等提供高效、节能、安全、环保的创新解决方案； 3、公司人形机器人线缆已应用于优必选产品，并送样智元机器人，采用高柔韧性材料，具备抗弯折和扭转性能	2026-03-10\|13.76\|2.30\|13.60\|13.84\|13.44\|747003;2026-03-11\|14.56\|5.81\|14.06\|14.84\|13.93\|1202448;2026-03-12\|13.58\|-6.73\|14.37\|14.42\|13.56\|974128;2026-03-13\|13.38\|-1.47\|13.50\|13.80\|13.33\|511142;2026-03-16\|13.30\|-0.60\|13.25\|13.49\|12.50\|651822;2026-03-17\|12.57\|-5.49\|13.45\|13.53\|12.47\|558891;2026-03-18\|12.62\|0.40\|12.48\|12.73\|12.15\|506721;2026-03-19\|12.46\|-1.27\|12.30\|12.83\|12.28\|437430;2026-03-20\|12.62\|1.28\|12.58\|13.18\|12.58\|653877;2026-03-23\|12.10\|-4.12\|12.49\|12.88\|11.94\|596603;2026-03-24\|12.77\|5.54\|12.39\|13.05\|11.95\|791780;2026-03-25\|13.24\|3.68\|13.37\|13.67\|13.06\|735406;2026-03-26\|13.64\|3.02\|13.45\|14.10\|13.25\|1164797;2026-03-27\|14.13\|3.59\|13.34\|14.45\|13.20\|1046780;2026-03-30\|14.33\|1.42\|13.80\|14.38\|13.60\|919182;2026-03-31\|13.48\|-5.93\|14.14\|14.20\|13.31\|830602;2026-04-01\|13.90\|3.12\|13.80\|14.16\|13.65\|635982;2026-04-02\|14.19\|2.09\|14.40\|14.63\|13.55\|965091;2026-04-03\|15.61\|10.01\|14.45\|15.61\|14.20\|1431020;2026-04-07\|14.39\|-7.82\|15.51\|15.64\|14.28\|1509478;2026-04-08\|15.83\|10.01\|14.65\|15.83\|14.63\|1346292;2026-04-09\|15.98\|0.95\|15.64\|16.25\|15.48\|1304652;2026-04-10\|15.60\|-2.38\|16.20\|16.36\|15.58\|1102979;2026-04-13\|15.22\|-2.44\|15.33\|15.58\|15.02\|846584;2026-04-14\|15.10\|-0.79\|15.41\|15.56\|14.93\|881498;2026-04-15\|15.38\|1.85\|15.17\|15.64\|15.05\|855336;2026-04-16\|14.37\|-6.57\|14.70\|14.70\|13.94\|1193724;2026-04-17\|14.70\|2.30\|14.30\|14.84\|14.23\|796114;2026-04-20\|15.51\|5.51\|15.02\|15.79\|14.87\|1165542;2026-04-21\|15.62\|0.71\|15.26\|15.64\|15.21\|652026;2026-04-22\|17.18\|9.99\|15.70\|17.18\|14.97\|2089376;2026-04-23\|16.52\|-3.84\|17.13\|17.23\|16.31\|1351341;2026-04-24\|16.22\|-1.82\|15.95\|17.10\|15.88\|1145634;2026-04-27\|17.24\|6.29\|16.19\|17.63\|15.84\|1239983;2026-04-28\|17.38\|0.81\|17.25\|17.89\|16.68\|1161424;2026-04-29\|17.40\|0.12\|17.37\|17.99\|16.66\|974327;2026-04-30\|16.99\|-2.36\|17.71\|17.75\|16.99\|754471;2026-05-06\|18.24\|7.36\|17.31\|18.66\|17.31\|1118822;2026-05-07\|19.57\|7.29\|18.80\|19.58\|18.51\|1141301;2026-05-08\|18.93\|-3.27\|19.06\|19.39\|18.91\|842125;2026-05-11\|20.82\|9.98\|19.39\|20.82\|19.39\|1235965;2026-05-12\|22.90\|9.99\|21.46\|22.90\|21.31\|671837;2026-05-13\|23.07\|0.74\|23.01\|23.50\|22.44\|1795199;2026-05-14\|21.63\|-6.24\|23.10\|23.45\|21.62\|1145118;2026-05-15\|21.63\|0.00\|21.63\|22.96\|20.70\|1343192;2026-05-18\|21.28\|-1.62\|21.32\|21.68\|20.90\|847740;2026-05-19\|21.50\|1.03\|21.30\|21.80\|20.56\|890449;2026-05-20\|22.15\|3.02\|21.45\|22.40\|20.88\|1059531;2026-05-21\|21.00\|-5.19\|22.59\|23.18\|20.90\|1097302;2026-05-22\|21.18\|0.86\|21.00\|21.72\|20.17\|1107418;2026-05-25\|21.00\|-0.85\|21.14\|21.21\|20.15\|905774;2026-05-26\|20.70\|-1.43\|20.98\|21.21\|19.50\|1065364;2026-05-27\|21.17\|2.27\|20.70\|21.97\|20.70\|973630;2026-05-28\|21.91\|3.50\|20.81\|22.27\|20.72\|1048905;2026-05-29\|24.10\|10.00\|22.37\|24.10\|22.37\|1341107;2026-06-01\|22.98\|-4.65\|24.00\|24.49\|22.98\|1224168;2026-06-02\|25.28\|10.01\|23.19\|25.28\|23.00\|1213752;2026-06-03\|26.90\|6.41\|25.90\|27.81\|25.48\|1907182;2026-06-04\|26.50\|-1.49\|26.50\|27.25\|26.08\|1282680;2026-06-05\|28.51\|7.58\|26.51\|29.15\|26.15\|1752854;2026-06-08\|27.45\|-3.72\|27.25\|29.08\|26.90\|1433405;2026-06-09\|29.62\|7.91\|28.07\|29.97\|27.30\|1343536;2026-06-10\|31.55\|6.52\|28.80\|31.86\|28.22\|1412412;2026-06-11\|29.50\|-6.50\|31.18\|33.55\|28.40\|1940569;2026-06-12\|32.43\|9.93\|29.90\|32.45\|29.00\|2425996;2026-06-15\|32.68\|0.77\|31.06\|33.32\|30.48\|1742590;2026-06-16\|34.00\|4.04\|32.31\|34.86\|32.01\|1598260;2026-06-17\|33.26\|-2.18\|33.30\|33.89\|32.49\|1190760;2026-06-18\|32.86\|-1.20\|33.27\|33.82\|31.59\|1070646;2026-06-22\|36.15\|10.01\|33.95\|36.15\|33.05\|1412153;2026-06-23\|36.08\|-0.19\|37.74\|38.50\|35.58\|1265568;2026-06-24\|37.77\|4.68\|35.73\|38.58\|35.73\|1089208;2026-06-25\|37.31\|-1.22\|38.00\|38.00\|36.22\|1090849;2026-06-26\|34.61\|-7.24\|37.31\|37.59\|33.93\|1176808;2026-06-29\|33.12\|-4.31\|34.26\|34.95\|31.20\|1167695;2026-06-30\|33.47\|1.06\|33.15\|34.10\|32.10\|934254;2026-07-01\|32.22\|-3.73\|34.45\|35.43\|31.60\|1150786;2026-07-02\|29.68\|-7.88\|30.60\|31.65\|29.58\|1047865;2026-07-03\|28.45\|-4.14\|29.60\|30.50\|28.45\|1089715;2026-07-06\|25.61\|-9.98\|28.44\|28.59\|25.61\|1649329;2026-07-07\|24.38\|-4.80\|26.01\|26.15\|23.99\|1054529;2026-07-08\|23.10\|-5.25\|24.80\|25.44\|23.06\|1027278;2026-07-09\|23.09\|-0.04\|23.40\|23.45\|21.40\|1342343;2026-07-10\|22.38\|-3.03\|23.50\|24.73\|22.25\|1220684;2026-07-13\|20.43\|-8.71\|22.05\|22.47\|20.36\|1024507;2026-07-14\|21.45\|4.99\|20.63\|21.55\|20.19\|864923;2026-07-15\|20.43\|-4.76\|21.75\|22.22\|20.25\|902334;2026-07-16\|18.95\|-7.24\|20.19\|20.49\|18.73\|911353;2026-07-17\|17.06\|-9.97\|18.90\|18.98\|17.06\|1013558
110441	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光通信陶瓷外壳+SiC功率器件+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-03-10\|80.00\|4.71\|77.78\|81.20\|77.57\|114326;2026-03-11\|81.16\|1.45\|80.00\|84.79\|80.00\|141957;2026-03-12\|84.97\|4.69\|81.06\|85.51\|80.07\|155708;2026-03-13\|83.80\|-1.38\|83.30\|88.07\|83.30\|157632;2026-03-16\|86.03\|2.66\|83.75\|86.10\|80.13\|122028;2026-03-17\|77.48\|-9.94\|85.00\|85.00\|77.43\|151138;2026-03-18\|78.00\|0.67\|77.48\|78.87\|76.00\|78990;2026-03-19\|75.98\|-2.59\|76.56\|78.18\|75.30\|65848;2026-03-20\|80.35\|5.75\|77.18\|83.58\|77.16\|205136;2026-03-23\|74.25\|-7.59\|76.50\|79.12\|74.05\|153150;2026-03-24\|75.33\|1.45\|75.50\|75.83\|71.88\|94926;2026-03-25\|81.25\|7.86\|79.01\|82.86\|78.64\|186280;2026-03-26\|78.40\|-3.51\|81.70\|81.77\|78.40\|99683;2026-03-27\|77.90\|-0.64\|77.52\|80.46\|75.23\|93824;2026-03-30\|79.07\|1.50\|77.50\|80.88\|76.71\|87190;2026-03-31\|75.05\|-5.08\|78.00\|78.51\|74.25\|110489;2026-04-01\|79.52\|5.96\|78.00\|80.70\|77.30\|133032;2026-04-02\|80.52\|1.26\|79.98\|83.96\|79.06\|121442;2026-04-03\|88.57\|10.00\|82.60\|88.57\|81.60\|189033;2026-04-07\|91.65\|3.48\|90.34\|93.00\|89.68\|267634;2026-04-08\|93.39\|1.90\|93.50\|95.32\|89.80\|240305;2026-04-09\|96.47\|3.30\|92.00\|100.03\|91.50\|200617;2026-04-10\|95.98\|-0.51\|96.00\|99.85\|95.29\|162764;2026-04-13\|104.10\|8.46\|96.05\|104.99\|96.05\|192571;2026-04-14\|104.40\|0.29\|105.00\|106.30\|101.45\|156836;2026-04-15\|103.29\|-1.06\|104.85\|108.40\|102.33\|141027;2026-04-16\|102.25\|-1.01\|102.60\|103.29\|99.67\|122212;2026-04-17\|112.48\|10.00\|102.93\|112.48\|102.93\|145265;2026-04-20\|119.01\|5.81\|120.30\|123.00\|117.30\|181607;2026-04-21\|122.50\|2.93\|118.50\|127.95\|117.87\|146786;2026-04-22\|125.40\|2.37\|123.12\|127.23\|121.50\|134848;2026-04-23\|124.78\|-0.49\|126.12\|133.08\|122.88\|162936;2026-04-24\|127.79\|2.41\|125.85\|130.20\|124.59\|149800;2026-04-27\|126.90\|-0.70\|127.80\|130.00\|120.00\|136695;2026-04-28\|127.50\|0.47\|126.50\|131.50\|124.09\|116496;2026-04-29\|123.93\|-2.80\|124.21\|127.39\|121.00\|131090;2026-04-30\|123.52\|-0.33\|127.35\|129.97\|120.60\|124837;2026-05-06\|128.30\|3.87\|125.86\|129.99\|123.50\|141750;2026-05-07\|132.70\|3.43\|128.01\|135.07\|123.69\|160909;2026-05-08\|140.07\|5.55\|130.56\|141.89\|130.51\|143884;2026-05-11\|154.08\|10.00\|149.67\|154.08\|145.48\|172488;2026-05-12\|151.63\|-1.59\|156.66\|157.30\|147.85\|171457;2026-05-13\|150.99\|-0.42\|150.00\|154.50\|146.77\|131820;2026-05-14\|166.09\|10.00\|152.87\|166.09\|152.00\|168166;2026-05-15\|160.60\|-3.31\|165.00\|169.00\|153.80\|190149;2026-05-18\|171.33\|6.68\|156.66\|174.60\|156.66\|166705;2026-05-19\|172.42\|0.64\|170.00\|175.97\|160.00\|148787;2026-05-20\|164.84\|-4.40\|171.99\|173.99\|161.56\|137702;2026-05-21\|153.45\|-6.91\|165.25\|168.00\|152.76\|165630;2026-05-22\|158.69\|3.41\|153.45\|160.88\|150.20\|167449;2026-05-25\|156.88\|-1.14\|158.69\|159.80\|150.95\|138858;2026-05-26\|149.66\|-4.60\|154.51\|156.50\|147.36\|137646;2026-05-27\|147.20\|-1.64\|149.60\|153.33\|145.61\|132826;2026-05-28\|152.07\|3.31\|147.31\|153.14\|143.50\|121055;2026-05-29\|141.90\|-6.69\|153.40\|154.00\|140.08\|140883;2026-06-01\|136.71\|-3.66\|141.59\|144.22\|136.00\|119626;2026-06-02\|142.04\|3.90\|137.71\|143.35\|134.00\|108423;2026-06-03\|144.07\|1.43\|145.00\|151.05\|141.14\|136894;2026-06-04\|146.84\|1.92\|141.00\|148.60\|139.61\|112604;2026-06-05\|142.59\|-2.89\|144.00\|150.17\|141.52\|108013;2026-06-08\|134.95\|-5.36\|133.33\|140.50\|132.20\|104004;2026-06-09\|143.79\|6.55\|137.21\|145.58\|133.65\|109605;2026-06-10\|140.00\|-2.34\|142.90\|143.28\|139.00\|74607;2026-06-11\|144.98\|3.56\|140.00\|147.99\|140.00\|120954;2026-06-12\|144.00\|-0.68\|148.13\|153.50\|143.89\|140811;2026-06-15\|150.46\|4.49\|142.80\|150.50\|137.88\|163054;2026-06-16\|161.01\|7.01\|152.00\|162.00\|150.68\|186287;2026-06-17\|160.26\|-0.47\|156.40\|160.60\|154.00\|143228;2026-06-18\|176.29\|10.00\|160.58\|176.29\|160.50\|158478;2026-06-22\|193.92\|10.00\|191.01\|193.92\|191.01\|85219;2026-06-23\|187.44\|-3.34\|204.00\|205.95\|185.80\|262243;2026-06-24\|194.00\|3.50\|186.00\|194.90\|181.08\|175735;2026-06-25\|195.57\|0.81\|193.51\|198.00\|188.01\|161711;2026-06-26\|183.10\|-6.38\|189.05\|191.00\|176.58\|153963;2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575
110440	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光纤概念+储能+工业互联网行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年3月9日互动易，公司密切关注相关政策带来的机遇，已从战略上定位升级为“国际领先的新型工业网络及智能化解决方案提供商”；技术上，公司将深耕TSN、边缘计算等支撑工业AI的关键方向，并推出覆盖“采、网、算、控”的全系列产品。 2、根据2025年1月13日互动易，公司有售卖光纤收发器类产品，具体产品信息可登录公司官网（3onedata.com.cn）查看。 3、公司的主营业务是提供工业互联网解决方案。公司的主要产品是边缘网关、边缘服务器、AI服务器、工业交换机、5G路由器、工业WIFI、采集网关、协议网关、设备联网。 4、公司储能柜及储能电站联网方案已批量应用于济南起步区光储充电站等重大项目。	1、公司为光纤收发器供应商，主营工业互联网通信产品的研产销，主要产品为工业以太网交换机、嵌入式工业以太网模块等，实现了工业级室外5G CPE产品的量产； 2、子公司三旺奇通于2020年3月与上海市松江区人民政府签订战略协议，以自有资金投资智慧城市及工业互联网的芯片研发业务	2026-03-10\|33.58\|4.22\|32.48\|34.10\|32.48\|19344;2026-03-11\|33.63\|0.15\|33.70\|35.38\|33.51\|26280;2026-03-12\|33.24\|-1.16\|33.68\|34.50\|33.03\|17435;2026-03-13\|32.58\|-1.99\|32.90\|33.63\|32.58\|12926;2026-03-16\|32.24\|-1.04\|33.24\|33.24\|31.70\|14012;2026-03-17\|30.90\|-4.16\|32.40\|32.50\|30.82\|13684;2026-03-18\|32.09\|3.85\|30.87\|32.09\|30.80\|12163;2026-03-19\|31.20\|-2.77\|31.80\|31.88\|31.07\|9141;2026-03-20\|29.90\|-4.17\|31.67\|32.29\|29.90\|13233;2026-03-23\|27.11\|-9.33\|29.56\|29.57\|26.86\|30041;2026-03-24\|28.64\|5.64\|28.46\|28.95\|27.33\|31979;2026-03-25\|30.13\|5.20\|29.05\|30.98\|29.05\|35917;2026-03-26\|29.01\|-3.72\|30.00\|30.29\|28.85\|19435;2026-03-27\|29.21\|0.69\|28.85\|29.63\|28.52\|13659;2026-03-30\|30.62\|4.83\|28.60\|31.13\|28.60\|22016;2026-03-31\|31.72\|3.59\|31.23\|32.98\|29.89\|35337;2026-04-01\|32.21\|1.54\|32.15\|32.85\|31.62\|23858;2026-04-02\|36.44\|13.13\|32.04\|36.95\|31.85\|68644;2026-04-03\|36.20\|-0.66\|36.00\|38.47\|34.44\|66085;2026-04-07\|37.89\|4.67\|36.85\|40.10\|36.20\|87452;2026-04-08\|37.33\|-1.48\|38.65\|38.95\|35.81\|71205;2026-04-09\|36.28\|-2.81\|36.96\|37.66\|35.60\|50507;2026-04-10\|35.25\|-2.84\|36.28\|36.37\|35.00\|40518;2026-04-13\|34.95\|-0.85\|35.25\|35.48\|34.33\|30133;2026-04-14\|34.96\|0.03\|35.05\|35.77\|34.40\|34696;2026-04-15\|39.37\|12.61\|35.10\|41.95\|35.10\|113754;2026-04-16\|41.21\|4.67\|38.56\|42.50\|37.40\|100427;2026-04-17\|41.95\|1.80\|40.42\|42.35\|39.21\|77018;2026-04-20\|41.55\|-0.95\|42.00\|43.18\|40.18\|58234;2026-04-21\|40.70\|-2.05\|41.18\|42.69\|40.40\|35005;2026-04-22\|40.40\|-0.74\|40.52\|40.85\|39.38\|36374;2026-04-23\|39.54\|-2.13\|40.00\|41.36\|38.83\|35383;2026-04-24\|39.80\|0.66\|39.54\|40.00\|38.42\|33700;2026-04-27\|38.10\|-4.27\|39.99\|39.99\|36.40\|61659;2026-04-28\|36.78\|-3.46\|37.66\|38.29\|36.57\|39292;2026-04-29\|36.56\|-0.60\|36.46\|37.64\|36.00\|31281;2026-04-30\|35.99\|-1.56\|35.00\|36.58\|34.72\|38757;2026-05-06\|36.41\|1.17\|36.00\|38.25\|36.00\|32393;2026-05-07\|38.20\|4.92\|37.00\|38.33\|36.57\|31541;2026-05-08\|39.00\|2.09\|37.50\|39.69\|37.20\|32620;2026-05-11\|46.80\|20.00\|40.50\|46.80\|40.50\|75176;2026-05-12\|44.87\|-4.12\|47.50\|48.45\|44.34\|74488;2026-05-13\|44.83\|-0.09\|44.67\|46.00\|43.50\|52274;2026-05-14\|42.65\|-4.86\|44.64\|45.80\|42.65\|40352;2026-05-15\|42.16\|-1.15\|42.95\|43.77\|41.24\|35611;2026-05-18\|42.04\|-0.28\|41.93\|43.05\|41.51\|27512;2026-05-19\|42.80\|1.81\|41.55\|42.95\|40.65\|33329;2026-05-20\|42.51\|-0.68\|42.34\|43.95\|41.20\|32994;2026-05-21\|38.83\|-8.66\|42.29\|43.37\|38.00\|46948;2026-05-22\|39.31\|1.24\|39.02\|40.00\|38.90\|30793;2026-05-25\|43.04\|9.49\|41.33\|43.30\|39.60\|55664;2026-05-26\|38.70\|-10.08\|42.28\|42.66\|37.70\|47952;2026-05-27\|37.48\|-3.15\|39.20\|40.49\|36.91\|44316;2026-05-28\|38.59\|2.96\|37.19\|39.31\|36.90\|32161;2026-05-29\|35.75\|-7.36\|38.20\|39.06\|35.30\|34432;2026-06-01\|34.42\|-3.72\|35.75\|36.48\|34.30\|24744;2026-06-02\|33.88\|-1.57\|34.46\|34.89\|32.58\|28043;2026-06-03\|34.28\|1.18\|34.72\|35.91\|33.72\|29145;2026-06-04\|33.72\|-1.63\|34.50\|34.50\|33.05\|25119;2026-06-05\|34.21\|1.45\|33.71\|35.56\|33.37\|29192;2026-06-08\|31.94\|-6.64\|31.50\|33.46\|31.23\|28432;2026-06-09\|32.88\|2.94\|31.20\|33.06\|31.20\|20053;2026-06-10\|31.87\|-3.07\|32.23\|32.95\|31.16\|22999;2026-06-11\|31.50\|-1.16\|31.04\|32.31\|31.04\|13765;2026-06-12\|31.07\|-1.37\|32.50\|32.81\|30.88\|18499;2026-06-15\|32.87\|5.79\|31.76\|33.58\|31.46\|21954;2026-06-16\|33.98\|3.38\|32.66\|34.30\|32.25\|23052;2026-06-17\|33.40\|-1.71\|34.22\|34.22\|33.10\|21104;2026-06-18\|35.56\|6.47\|33.02\|36.59\|33.02\|33109;2026-06-22\|34.79\|-2.17\|35.87\|36.30\|33.25\|35871;2026-06-23\|33.47\|-3.79\|34.65\|34.77\|33.20\|27331;2026-06-24\|32.53\|-2.81\|33.70\|34.06\|31.41\|28080;2026-06-25\|31.29\|-3.81\|32.84\|33.57\|31.00\|31718;2026-06-26\|30.53\|-2.43\|32.00\|32.00\|29.34\|32270;2026-06-29\|28.69\|-6.03\|30.90\|30.90\|28.10\|27201;2026-06-30\|30.77\|7.25\|28.60\|31.08\|28.42\|30976;2026-07-01\|32.83\|7.25\|31.00\|34.50\|30.73\|46244;2026-07-02\|31.41\|-4.33\|32.21\|33.87\|31.21\|31610;2026-07-03\|30.97\|-1.40\|31.21\|32.86\|30.82\|25638;2026-07-06\|30.15\|-2.65\|31.42\|31.80\|29.00\|24069;2026-07-07\|28.33\|-6.04\|29.65\|30.14\|28.22\|18574;2026-07-08\|28.00\|-1.16\|28.23\|29.02\|27.24\|16707;2026-07-09\|28.16\|0.57\|28.03\|28.32\|26.51\|21697;2026-07-10\|28.28\|0.43\|28.09\|29.64\|27.94\|25810;2026-07-13\|26.81\|-5.20\|28.50\|30.20\|26.29\|34723;2026-07-14\|27.13\|1.19\|26.80\|27.36\|25.57\|24028;2026-07-15\|26.37\|-2.80\|26.86\|27.82\|26.14\|15690;2026-07-16\|25.97\|-1.52\|26.55\|27.15\|25.75\|17173;2026-07-17\|23.75\|-8.55\|26.18\|26.18\|23.37\|26960
110439		AI服务器电源+功率半导体测试+氢能测试系统行业原因： 1、据华泰证券5月7日研报，北美数据中心缺电延续，配网侧，ABB、伊顿业绩会均强调1Q26数据中心订单需求实现三位数增长。 2、招商证券5月5日研报指出，全球电网老化和能源结构转型驱动电网投资高增长，叠加新兴市场电力基建缺口突出，出口逻辑强化，电网设备盈利确定性提升。公司原因： 1、据2026年4月30日互动易，公司服务器电源测试产品已小批量交付，2026年该板块开局良好，并积极推进国产替代。 2、据2026年4月30日互动易，公司中标国电南瑞IGBT检测订单，并看好电网投资带动功率半导体检测需求。 3、据2026年4月24日年报，公司氢能测试系统覆盖电解槽500W-5MW及燃料电池全技术路线，处于行业领先。	国内高端测试装备龙头；公司主业聚焦测试电源、氢能测试及功率半导体测试等装备的研发产销；测试电源聚焦光伏产业链测试场景，提供集中式 / 组串式 / 微型逆变器、储能变流器等全系列测试解决方案，设备采用全碳化硅设计，可模拟多峰阴影、电网异常等真实工况，服务光伏企业研发验证与生产测试环节	2026-03-10\|46.61\|9.21\|45.50\|49.80\|45.50\|72061;2026-03-11\|46.30\|-0.67\|47.21\|47.97\|45.90\|46497;2026-03-12\|46.13\|-0.37\|47.20\|48.98\|45.93\|38680;2026-03-13\|47.48\|2.93\|46.96\|48.76\|46.22\|39564;2026-03-16\|44.88\|-5.48\|45.66\|46.00\|43.90\|35741;2026-03-17\|41.80\|-6.86\|45.57\|46.68\|41.66\|39981;2026-03-18\|43.13\|3.18\|42.00\|44.40\|42.00\|40081;2026-03-19\|42.96\|-0.39\|42.10\|44.28\|41.96\|31147;2026-03-20\|42.50\|-1.07\|43.05\|43.54\|41.00\|33792;2026-03-23\|39.45\|-7.18\|41.50\|42.02\|39.30\|27596;2026-03-24\|47.34\|20.00\|44.00\|47.34\|44.00\|41849;2026-03-25\|46.61\|-1.54\|48.80\|48.82\|46.06\|66220;2026-03-26\|44.71\|-4.08\|47.07\|47.22\|44.03\|52108;2026-03-27\|44.96\|0.56\|44.00\|46.11\|43.20\|41786;2026-03-30\|44.85\|-0.24\|43.98\|45.18\|43.62\|31567;2026-03-31\|41.62\|-7.20\|45.35\|45.35\|41.50\|44831;2026-04-01\|42.86\|2.98\|43.05\|44.44\|41.92\|39021;2026-04-02\|42.08\|-1.82\|42.66\|44.69\|41.71\|33142;2026-04-03\|41.20\|-2.09\|42.10\|42.19\|40.64\|23982;2026-04-07\|42.30\|2.67\|40.89\|43.20\|40.89\|25394;2026-04-08\|45.94\|8.61\|44.68\|46.10\|44.06\|43230;2026-04-09\|44.84\|-2.39\|45.50\|46.02\|44.70\|33827;2026-04-10\|45.23\|0.87\|44.84\|46.35\|44.55\|26698;2026-04-13\|45.20\|-0.07\|44.69\|46.33\|44.69\|23422;2026-04-14\|46.66\|3.23\|45.54\|46.88\|44.80\|30361;2026-04-15\|45.84\|-1.76\|46.49\|47.31\|45.70\|29915;2026-04-16\|46.74\|1.96\|46.07\|46.76\|44.41\|26756;2026-04-17\|47.03\|0.62\|47.54\|47.75\|45.86\|25071;2026-04-20\|46.48\|-1.17\|47.30\|47.50\|46.15\|22542;2026-04-21\|45.93\|-1.18\|46.26\|46.86\|45.00\|19278;2026-04-22\|51.20\|11.47\|45.84\|53.28\|45.28\|72098;2026-04-23\|49.45\|-3.42\|50.80\|51.30\|48.22\|50457;2026-04-24\|44.70\|-9.61\|48.02\|48.02\|43.14\|76398;2026-04-27\|45.64\|2.10\|44.59\|47.12\|44.21\|47288;2026-04-28\|45.16\|-1.05\|45.33\|46.25\|44.54\|27924;2026-04-29\|45.45\|0.64\|45.30\|46.03\|44.45\|23159;2026-04-30\|46.02\|1.25\|45.80\|47.50\|45.19\|29173;2026-05-06\|49.60\|7.78\|46.88\|51.00\|46.13\|47276;2026-05-07\|52.05\|4.94\|50.00\|54.57\|49.26\|46148;2026-05-08\|50.38\|-3.21\|51.00\|52.05\|50.23\|30340;2026-05-11\|60.46\|20.01\|52.68\|60.46\|52.68\|86455;2026-05-12\|62.40\|3.21\|62.30\|63.50\|60.31\|101945;2026-05-13\|68.18\|9.26\|64.08\|70.50\|62.99\|87835;2026-05-14\|69.23\|1.54\|66.31\|74.00\|65.29\|89468;2026-05-15\|68.69\|-0.78\|69.45\|74.77\|68.50\|88201;2026-05-18\|66.09\|-3.79\|66.00\|68.20\|62.65\|93695;2026-05-19\|70.08\|6.04\|67.66\|74.00\|67.66\|81720;2026-05-20\|68.27\|-2.58\|71.34\|71.50\|66.50\|61209;2026-05-21\|63.55\|-6.91\|67.99\|68.94\|63.08\|49829;2026-05-22\|67.01\|5.44\|65.00\|67.96\|62.51\|56382;2026-05-25\|71.92\|7.33\|69.19\|75.99\|68.00\|58675;2026-05-26\|66.30\|-7.81\|71.42\|74.83\|66.18\|68258;2026-05-27\|71.81\|8.31\|70.00\|78.50\|70.00\|76158;2026-05-28\|72.10\|0.40\|69.40\|76.97\|69.40\|74961;2026-05-29\|68.00\|-5.69\|72.26\|73.80\|67.33\|63051;2026-06-01\|66.60\|-2.06\|68.63\|72.10\|66.60\|60710;2026-06-02\|66.20\|-0.60\|66.72\|67.63\|59.02\|50413;2026-06-03\|68.00\|2.72\|66.10\|72.30\|66.10\|44270;2026-06-04\|73.10\|7.50\|68.11\|74.46\|66.41\|53399;2026-06-05\|54.08\|-3.82\|57.00\|57.11\|53.20\|59505;2026-06-08\|58.70\|8.54\|49.34\|63.81\|49.25\|107674;2026-06-09\|67.50\|14.99\|59.06\|68.33\|58.82\|98046;2026-06-10\|63.79\|-5.50\|64.00\|68.15\|63.34\|70348;2026-06-11\|59.17\|-7.24\|64.20\|64.20\|58.17\|54928;2026-06-12\|58.60\|-0.96\|62.41\|63.36\|57.00\|74350;2026-06-15\|62.44\|6.55\|58.23\|62.78\|58.23\|59619;2026-06-16\|70.94\|13.61\|62.29\|71.85\|61.18\|69978;2026-06-17\|77.20\|8.82\|71.50\|80.33\|71.50\|77479;2026-06-18\|70.00\|-9.33\|75.24\|76.11\|69.00\|103244;2026-06-22\|68.64\|-1.94\|70.92\|72.50\|66.78\|70354;2026-06-23\|67.10\|-2.24\|68.95\|69.99\|64.55\|58778;2026-06-24\|76.00\|13.26\|66.88\|77.17\|66.88\|96346;2026-06-25\|75.82\|-0.24\|76.14\|76.14\|71.60\|60898;2026-06-26\|73.17\|-3.50\|75.88\|80.00\|70.32\|68998;2026-06-29\|67.99\|-7.08\|72.51\|74.79\|65.65\|69167;2026-06-30\|70.27\|3.35\|67.32\|70.95\|65.09\|50970;2026-07-01\|67.15\|-4.44\|69.06\|70.00\|65.00\|52974;2026-07-02\|61.39\|-8.58\|65.00\|66.88\|60.80\|47199;2026-07-03\|58.23\|-5.15\|61.30\|61.57\|57.50\|42732;2026-07-06\|58.23\|0.00\|57.17\|60.60\|56.37\|44602;2026-07-07\|55.99\|-3.85\|60.90\|61.00\|55.80\|34768;2026-07-08\|54.18\|-3.23\|56.99\|57.30\|52.30\|34388;2026-07-09\|54.50\|0.59\|52.00\|55.54\|50.96\|46439;2026-07-10\|54.30\|-0.37\|55.41\|58.95\|54.30\|42271;2026-07-13\|48.06\|-11.49\|52.00\|54.94\|47.80\|45213;2026-07-14\|50.52\|5.12\|47.80\|51.12\|46.66\|36256;2026-07-15\|48.77\|-3.46\|51.00\|51.28\|48.36\|26001;2026-07-16\|44.66\|-8.43\|48.00\|49.08\|44.40\|30706;2026-07-17\|38.87\|-12.96\|45.24\|45.37\|38.15\|39659
110438		玻璃基板+特斯拉概念+光伏玻璃+钙钛矿组件行业原因：据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、根据2024年1月31日官方公众号，超高清玻璃基板产业项目占地800亩，由亚玛顿建设，主要建设年产5800万平方米的超高清玻璃基板生产基地。生产的超高清玻璃基板厚度为0.55毫米至1.1毫米，广泛应用于超高清电视、智能手机、电脑等智能电子产品显示屏制造。 2、据2025年11月21日投资者关系活动记录表，公司是Tesla太阳能瓦片玻璃及储能门相关产品的合格供应商，截止前三季度，公司与Tesla的合作量较去年有所增长。 3、据2026年5月8日业绩说明会，公司超薄轻型钢化ITO玻璃已向钙钛矿组件厂商小批量供货；据2026年4月29日年报，公司研发的超薄高强度ITO玻璃对钙钛矿光伏产业降本增效具有重要意义。 4、据2026年4月29日年报，公司是国内光伏镀膜玻璃、大尺寸超薄光伏玻璃的先行者，率先量产1.6mm超薄光伏玻璃并获评工信部制造业单项冠军，在轻量化、高透光特种光伏玻璃领域技术优势突出。	光伏减反玻璃龙头	2026-03-10\|25.31\|1.24\|25.06\|25.79\|24.71\|121298;2026-03-11\|25.62\|1.22\|25.25\|26.33\|25.00\|213424;2026-03-12\|24.93\|-2.69\|25.27\|25.80\|24.60\|113718;2026-03-13\|24.78\|-0.60\|24.81\|25.44\|24.62\|80070;2026-03-16\|24.48\|-1.21\|24.70\|25.03\|24.25\|64881;2026-03-17\|24.26\|-0.90\|24.48\|25.12\|23.98\|76406;2026-03-18\|24.16\|-0.41\|24.02\|24.37\|23.68\|61643;2026-03-19\|23.57\|-2.44\|23.73\|23.90\|23.30\|53879;2026-03-20\|23.91\|1.44\|23.65\|25.29\|23.10\|143170;2026-03-23\|22.66\|-5.23\|23.22\|24.35\|22.00\|145571;2026-03-24\|23.22\|2.47\|22.91\|23.35\|22.11\|112803;2026-03-25\|23.07\|-0.65\|23.22\|23.52\|22.80\|75895;2026-03-26\|22.48\|-2.56\|22.84\|23.06\|22.20\|60001;2026-03-27\|22.35\|-0.58\|22.00\|22.58\|21.94\|54432;2026-03-30\|22.09\|-1.16\|21.96\|22.33\|21.53\|54533;2026-03-31\|21.73\|-1.63\|22.00\|22.30\|21.53\|46940;2026-04-01\|22.35\|2.85\|22.08\|22.65\|21.58\|67433;2026-04-02\|21.89\|-2.06\|22.38\|22.38\|21.57\|46328;2026-04-03\|21.17\|-3.29\|21.60\|21.99\|20.98\|48773;2026-04-07\|21.19\|0.09\|21.28\|21.38\|20.95\|29437;2026-04-08\|22.09\|4.25\|21.52\|22.10\|21.51\|43511;2026-04-09\|21.68\|-1.86\|21.95\|21.95\|21.47\|33867;2026-04-10\|21.73\|0.23\|21.95\|22.15\|21.70\|43662;2026-04-13\|21.94\|0.97\|21.53\|22.27\|21.50\|43288;2026-04-14\|22.03\|0.41\|22.21\|22.26\|21.69\|37637;2026-04-15\|21.77\|-1.18\|22.03\|22.13\|21.70\|32715;2026-04-16\|22.30\|2.43\|21.77\|22.35\|21.58\|48161;2026-04-17\|22.34\|0.18\|22.34\|22.50\|22.01\|37241;2026-04-20\|22.59\|1.12\|22.39\|22.77\|22.01\|44965;2026-04-21\|22.52\|-0.31\|22.69\|22.95\|22.26\|40848;2026-04-22\|22.44\|-0.36\|22.33\|22.62\|22.05\|45573;2026-04-23\|22.30\|-0.62\|22.55\|22.72\|21.97\|48973;2026-04-24\|21.55\|-3.36\|22.09\|22.25\|20.60\|99130;2026-04-27\|21.50\|-0.23\|21.16\|21.69\|21.08\|41838;2026-04-28\|21.17\|-1.53\|21.50\|21.55\|20.97\|43190;2026-04-29\|20.82\|-1.65\|20.95\|21.03\|19.89\|71376;2026-04-30\|21.19\|1.78\|20.83\|21.36\|20.66\|47427;2026-05-06\|21.40\|0.99\|21.21\|21.57\|21.12\|49836;2026-05-07\|21.69\|1.36\|21.40\|22.15\|21.27\|54023;2026-05-08\|22.12\|1.98\|21.57\|22.21\|21.38\|47235;2026-05-11\|24.33\|9.99\|22.22\|24.33\|21.86\|124185;2026-05-12\|24.02\|-1.27\|25.49\|25.99\|23.26\|331113;2026-05-13\|23.59\|-1.79\|23.81\|23.96\|23.47\|152643;2026-05-14\|23.89\|1.27\|23.77\|25.19\|23.74\|235239;2026-05-15\|22.92\|-4.06\|24.00\|24.30\|22.26\|174906;2026-05-18\|21.92\|-4.36\|22.64\|22.80\|21.52\|146830;2026-05-19\|22.15\|1.05\|21.92\|23.39\|21.70\|131098;2026-05-20\|21.64\|-2.30\|21.71\|22.24\|21.37\|91259;2026-05-21\|20.50\|-5.27\|21.58\|22.23\|20.35\|139132;2026-05-22\|21.39\|4.34\|20.52\|21.66\|20.16\|114454;2026-05-25\|20.74\|-3.04\|21.34\|21.56\|20.56\|67944;2026-05-26\|20.00\|-3.57\|20.58\|20.60\|19.60\|70699;2026-05-27\|20.10\|0.50\|20.01\|20.60\|19.30\|83004;2026-05-28\|20.20\|0.50\|19.95\|20.38\|19.60\|55837;2026-05-29\|19.16\|-5.15\|20.21\|20.33\|19.08\|61653;2026-06-01\|19.00\|-0.84\|19.17\|19.48\|18.84\|44222;2026-06-02\|18.50\|-2.63\|18.92\|19.01\|18.12\|44815;2026-06-03\|18.17\|-1.78\|18.57\|18.57\|17.96\|46262;2026-06-04\|17.76\|-0.11\|17.61\|17.90\|17.50\|33333;2026-06-05\|18.42\|3.72\|17.73\|19.29\|17.18\|78236;2026-06-08\|18.18\|-1.30\|18.00\|19.46\|17.91\|98961;2026-06-09\|18.19\|0.06\|18.27\|18.55\|17.87\|51515;2026-06-10\|17.69\|-2.75\|18.01\|18.01\|17.18\|64291;2026-06-11\|17.39\|-1.70\|17.52\|17.79\|16.80\|47093;2026-06-12\|17.39\|0.00\|17.39\|17.78\|17.22\|40724;2026-06-15\|17.23\|-0.92\|17.42\|17.50\|17.08\|44215;2026-06-16\|17.57\|1.97\|17.23\|17.69\|16.92\|51894;2026-06-17\|17.93\|2.05\|17.46\|18.59\|17.38\|73903;2026-06-18\|16.92\|-5.63\|17.74\|17.93\|16.91\|58529;2026-06-22\|16.92\|0.00\|16.80\|17.10\|16.40\|44798;2026-06-23\|16.30\|-3.66\|16.75\|16.78\|16.22\|48804;2026-06-24\|15.87\|-2.64\|16.27\|16.27\|15.65\|42483;2026-06-25\|15.55\|-2.02\|15.66\|15.95\|15.35\|37221;2026-06-26\|15.30\|-1.61\|15.55\|15.76\|15.10\|54348;2026-06-29\|15.19\|-0.72\|15.12\|15.37\|14.68\|44714;2026-06-30\|15.62\|2.83\|15.27\|15.83\|15.07\|40962;2026-07-01\|15.71\|0.58\|15.63\|15.99\|15.16\|37591;2026-07-02\|15.59\|-0.76\|15.65\|16.34\|15.45\|47970;2026-07-03\|17.15\|10.01\|16.02\|17.15\|15.38\|93089;2026-07-06\|16.76\|-2.27\|16.70\|17.20\|16.18\|131143;2026-07-07\|15.83\|-5.55\|16.68\|16.86\|15.79\|68369;2026-07-08\|14.89\|-5.94\|15.98\|16.08\|14.89\|50371;2026-07-09\|14.75\|-0.94\|14.95\|15.69\|14.34\|67447;2026-07-10\|16.23\|10.03\|14.89\|16.23\|14.75\|55792;2026-07-13\|14.89\|-8.26\|15.62\|16.23\|14.80\|95000;2026-07-14\|14.67\|-1.48\|15.15\|15.15\|14.26\|57123;2026-07-15\|14.73\|0.41\|14.54\|14.99\|14.35\|50828;2026-07-16\|14.65\|-0.54\|14.80\|15.18\|14.37\|52263;2026-07-17\|13.92\|-4.98\|14.64\|14.80\|13.86\|59869
110437		玻纤设备+华为合作+纺织机械+减亏行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年4月29日年报，公司二季度与重庆国际复合材料签订史上最大额玻璃纤维捻线机订单，旗下阿尔玛、福克曼品牌玻纤直捻系统已获行业龙头采用。 2、据2025年11月25日官微，公司与华为签署合作协议，共同开发智能体纺机、纺纱智能体及行业大模型，打造灯塔工厂。 3、据2026年4月29日一季报，公司2026Q1营收7.89亿元同比增23%，归母净亏损3009万元同比收窄68.5%，经营现金流由负转正至6144万元。	公司旗下品牌有阿尔玛（Allma）、福克曼（Volkmann）等，在玻纤领域有明星产品VGT高端玻纤机；一季度业绩同比减亏	2026-03-10\|3.96\|1.80\|3.89\|4.07\|3.83\|2377601;2026-03-11\|4.16\|5.05\|3.82\|4.36\|3.79\|3055089;2026-03-12\|4.04\|-2.88\|4.14\|4.16\|3.89\|2003488;2026-03-13\|3.83\|-5.20\|3.94\|4.05\|3.77\|1456642;2026-03-16\|4.21\|9.92\|3.79\|4.21\|3.62\|1755959;2026-03-17\|4.63\|9.98\|4.43\|4.63\|4.35\|1399648;2026-03-18\|4.45\|-3.89\|4.61\|4.69\|4.32\|2720025;2026-03-19\|4.17\|-6.29\|4.31\|4.40\|4.14\|1588786;2026-03-20\|3.79\|-9.11\|4.25\|4.41\|3.76\|2108962;2026-03-23\|3.54\|-6.60\|3.57\|3.88\|3.50\|1531370;2026-03-24\|3.77\|6.50\|3.71\|3.89\|3.64\|1916391;2026-03-25\|3.93\|4.24\|3.79\|4.03\|3.79\|1645527;2026-03-26\|3.72\|-5.34\|3.90\|3.93\|3.70\|1146515;2026-03-27\|3.71\|-0.27\|3.69\|3.75\|3.60\|776039;2026-03-30\|3.72\|0.27\|3.65\|3.75\|3.42\|997561;2026-03-31\|3.64\|-2.15\|3.70\|3.88\|3.60\|1049281;2026-04-01\|4.00\|9.89\|3.79\|4.00\|3.70\|807221;2026-04-02\|3.79\|-5.25\|4.06\|4.06\|3.77\|1513596;2026-04-03\|3.65\|-3.69\|3.82\|3.87\|3.54\|979637;2026-04-07\|3.68\|0.82\|3.65\|3.83\|3.61\|777002;2026-04-08\|3.97\|7.88\|3.79\|4.05\|3.75\|1728325;2026-04-09\|3.95\|-0.50\|3.92\|4.00\|3.85\|1116388;2026-04-10\|4.11\|4.05\|3.99\|4.35\|3.98\|2566929;2026-04-13\|4.28\|4.14\|3.98\|4.30\|3.90\|2108912;2026-04-14\|4.29\|0.23\|4.21\|4.43\|4.15\|1682865;2026-04-15\|4.17\|-2.80\|4.27\|4.30\|4.12\|1153755;2026-04-16\|4.18\|0.24\|4.15\|4.30\|4.09\|984363;2026-04-17\|4.34\|3.83\|4.18\|4.57\|4.16\|1539483;2026-04-20\|4.38\|0.92\|4.30\|4.50\|4.25\|1189502;2026-04-21\|4.26\|-2.74\|4.35\|4.37\|4.19\|906976;2026-04-22\|4.33\|1.64\|4.08\|4.42\|4.08\|1229559;2026-04-23\|4.31\|-0.46\|4.30\|4.35\|4.17\|839483;2026-04-24\|4.74\|9.98\|4.28\|4.74\|4.25\|1825570;2026-04-27\|4.95\|4.43\|4.53\|4.99\|4.50\|2161621;2026-04-28\|4.94\|-0.20\|4.81\|5.17\|4.81\|1573296;2026-04-29\|5.43\|9.92\|4.98\|5.43\|4.91\|1501387;2026-04-30\|4.89\|-9.94\|5.24\|5.50\|4.89\|2098438;2026-05-06\|4.98\|1.84\|4.90\|5.05\|4.74\|1693432;2026-05-07\|5.01\|0.60\|5.02\|5.11\|4.92\|1365066;2026-05-08\|5.51\|9.98\|5.01\|5.51\|5.01\|1587177;2026-05-11\|6.06\|9.98\|5.94\|6.06\|5.80\|529241;2026-05-12\|6.10\|0.66\|6.09\|6.39\|5.51\|3222974;2026-05-13\|6.28\|2.95\|6.12\|6.41\|6.02\|2427366;2026-05-14\|6.61\|5.25\|6.41\|6.76\|6.15\|2295739;2026-05-15\|6.32\|-4.39\|6.61\|6.90\|6.22\|2161062;2026-05-18\|6.09\|-3.64\|6.05\|6.30\|5.95\|1720567;2026-05-19\|5.90\|-3.12\|6.04\|6.15\|5.75\|1400949;2026-05-20\|5.91\|0.17\|5.79\|5.98\|5.54\|1283063;2026-05-21\|5.80\|-1.86\|5.88\|6.27\|5.78\|1492115;2026-05-22\|6.38\|10.00\|5.90\|6.38\|5.88\|1037913;2026-05-25\|6.65\|4.23\|6.38\|6.85\|6.22\|2372650;2026-05-26\|7.17\|7.82\|6.57\|7.32\|6.56\|3152486;2026-05-27\|7.36\|2.65\|7.14\|7.63\|7.03\|2501660;2026-05-28\|7.61\|3.40\|7.36\|7.77\|7.30\|2021707;2026-05-29\|7.88\|3.55\|7.71\|8.37\|7.61\|2429008;2026-06-01\|7.42\|-5.84\|7.83\|8.18\|7.31\|2165918;2026-06-02\|7.28\|-1.89\|7.46\|7.47\|6.94\|1626346;2026-06-03\|7.18\|-1.37\|7.28\|7.55\|7.06\|1687739;2026-06-04\|7.13\|-0.70\|7.26\|7.60\|7.01\|1797887;2026-06-05\|6.83\|-4.21\|7.08\|7.36\|6.76\|1570899;2026-06-08\|6.25\|-8.49\|6.25\|6.74\|6.17\|1476819;2026-06-09\|6.35\|1.60\|6.60\|6.84\|6.23\|1607834;2026-06-10\|5.92\|-6.77\|6.25\|6.30\|5.79\|1438091;2026-06-11\|5.76\|-2.70\|5.77\|6.01\|5.64\|1181459;2026-06-12\|5.44\|-5.56\|5.95\|5.95\|5.42\|1300046;2026-06-15\|5.98\|9.93\|5.56\|5.98\|5.55\|751514;2026-06-16\|6.58\|10.03\|6.13\|6.58\|6.10\|1392259;2026-06-17\|6.59\|0.15\|6.65\|6.91\|6.40\|2161486;2026-06-18\|7.25\|10.02\|6.65\|7.25\|6.55\|1727931;2026-06-22\|7.34\|1.24\|7.14\|7.60\|6.93\|2693910;2026-06-23\|6.61\|-9.95\|7.00\|7.08\|6.61\|1659801;2026-06-24\|6.33\|-4.24\|6.44\|6.67\|6.16\|1475072;2026-06-25\|6.45\|1.90\|6.28\|6.70\|6.07\|1378206;2026-06-26\|7.10\|10.08\|6.70\|7.10\|6.70\|624772;2026-06-29\|7.49\|5.49\|7.81\|7.81\|7.32\|2996353;2026-06-30\|8.05\|7.48\|7.27\|8.24\|7.16\|3253225;2026-07-01\|7.25\|-9.94\|7.66\|7.73\|7.25\|1710611;2026-07-02\|6.53\|-9.93\|6.75\|7.08\|6.53\|1737042;2026-07-03\|6.26\|-4.13\|6.50\|6.73\|6.26\|1445097;2026-07-06\|5.93\|-5.27\|6.37\|6.48\|5.90\|1045239;2026-07-07\|5.67\|-4.38\|5.93\|6.27\|5.55\|1139020;2026-07-08\|5.33\|-6.00\|5.78\|5.78\|5.30\|874300;2026-07-09\|5.66\|6.19\|5.43\|5.73\|5.28\|1219367;2026-07-10\|5.41\|-4.42\|5.67\|5.79\|5.41\|1082365;2026-07-13\|4.87\|-9.98\|5.33\|5.44\|4.87\|905713;2026-07-14\|5.02\|3.08\|4.81\|5.06\|4.70\|927479;2026-07-15\|4.84\|-3.59\|5.08\|5.08\|4.79\|775476;2026-07-16\|4.48\|-7.44\|4.75\|4.80\|4.43\|900383;2026-07-17\|4.07\|-9.15\|4.53\|4.54\|4.03\|976028
110436		电子布涨价+PCB+风电纱行业原因： 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、据证券时报2026年6月15日报道，电子布价格已完成年内第五轮提价，均价达7.4元/米，较2025年三季度低点涨幅达100%，本轮涨价核心驱动力来自AI算力需求；据2024年年报，公司全资子公司临沂天炬节能材料科技有限公司产品包含PCB薄毡。 2、据2026年5月18日投资者关系活动记录表，2026年公司风电纱规划产能约15万吨，已与国内主流叶片制造商、整机厂建立深度合作关系，凭借高模/超高模产品技术及成本优势在风电纱领域处于行业前列。 3、据2026年一季报，公司一季度营收8.45亿元，同比增长39.05%；归母净利润1008.23万元，同比增长15.43%。公司最终控制人为山东省人民政府国有资产监督管理委员会，具备国企背景。	公司玻纤产能位居全国第四，玻纤纱为电子级玻璃纤维布的生产的原材料	2026-03-10\|9.62\|4.91\|9.38\|9.89\|9.23\|456148;2026-03-11\|9.59\|-0.31\|9.53\|9.91\|9.47\|371024;2026-03-12\|9.68\|0.94\|9.70\|10.11\|9.44\|409325;2026-03-13\|9.55\|-1.34\|9.42\|9.80\|9.42\|286031;2026-03-16\|9.70\|1.57\|9.70\|9.81\|9.36\|259573;2026-03-17\|9.12\|-5.98\|9.72\|9.75\|9.08\|262657;2026-03-18\|9.38\|2.85\|9.06\|9.40\|9.06\|192120;2026-03-19\|8.79\|-6.29\|9.19\|9.26\|8.72\|202204;2026-03-20\|8.64\|-1.71\|8.90\|8.94\|8.63\|174195;2026-03-23\|8.11\|-6.13\|8.45\|8.50\|8.02\|179245;2026-03-24\|8.51\|4.93\|8.28\|8.52\|8.06\|155068;2026-03-25\|8.85\|4.00\|8.63\|9.01\|8.61\|182620;2026-03-26\|8.63\|-2.49\|8.83\|9.01\|8.55\|111031;2026-03-27\|8.75\|1.39\|8.45\|8.82\|8.42\|93896;2026-03-30\|9.14\|4.46\|8.60\|9.25\|8.60\|263859;2026-03-31\|8.79\|-3.83\|9.13\|9.14\|8.77\|187372;2026-04-01\|9.67\|10.01\|9.10\|9.67\|9.10\|169445;2026-04-02\|9.48\|-1.96\|9.47\|9.53\|9.20\|543033;2026-04-03\|9.18\|-3.16\|9.48\|9.49\|8.88\|354463;2026-04-07\|9.25\|0.76\|9.17\|9.42\|8.91\|289534;2026-04-08\|9.60\|3.78\|9.44\|9.61\|9.23\|454422;2026-04-09\|9.20\|-4.17\|9.00\|9.30\|8.71\|411009;2026-04-10\|10.12\|10.00\|9.16\|10.12\|9.12\|490265;2026-04-13\|10.58\|4.55\|9.97\|10.96\|9.87\|945981;2026-04-14\|10.55\|-0.28\|10.18\|10.67\|10.07\|678859;2026-04-15\|10.14\|-3.89\|10.42\|10.47\|10.05\|454142;2026-04-16\|10.49\|3.45\|10.18\|10.49\|9.89\|528124;2026-04-17\|10.32\|-1.62\|10.40\|10.76\|10.30\|488274;2026-04-20\|10.44\|1.16\|10.19\|10.66\|10.18\|416753;2026-04-21\|10.76\|3.07\|10.27\|11.17\|10.27\|549909;2026-04-22\|11.03\|2.51\|10.55\|11.08\|10.45\|540918;2026-04-23\|10.64\|-3.54\|10.92\|11.51\|10.59\|609767;2026-04-24\|10.31\|-3.10\|10.15\|10.68\|10.15\|375923;2026-04-27\|11.34\|9.99\|10.30\|11.34\|10.10\|229713;2026-04-28\|11.03\|-2.73\|11.39\|11.39\|10.76\|517181;2026-04-29\|12.13\|9.97\|11.17\|12.13\|11.17\|413183;2026-04-30\|11.69\|-3.63\|12.08\|12.32\|11.31\|788786;2026-05-06\|12.29\|5.13\|11.92\|12.58\|11.76\|722292;2026-05-07\|13.52\|10.01\|12.28\|13.52\|12.27\|540234;2026-05-08\|14.87\|9.99\|13.38\|14.87\|13.30\|327897;2026-05-11\|16.36\|10.02\|16.04\|16.36\|15.92\|178202;2026-05-12\|16.99\|3.85\|17.50\|17.70\|14.97\|1279590;2026-05-13\|16.01\|-5.77\|16.49\|16.58\|15.30\|854658;2026-05-14\|15.47\|-3.37\|15.96\|16.61\|15.10\|647795;2026-05-15\|14.65\|-5.30\|15.54\|15.96\|14.43\|603085;2026-05-18\|14.50\|-1.02\|14.02\|14.70\|13.87\|431599;2026-05-19\|14.90\|2.76\|14.32\|15.19\|13.67\|632418;2026-05-20\|14.37\|-3.56\|14.50\|14.84\|14.10\|422958;2026-05-21\|14.31\|-0.42\|14.50\|15.46\|14.08\|652430;2026-05-22\|15.74\|9.99\|14.31\|15.74\|14.25\|721626;2026-05-25\|16.29\|3.49\|16.08\|16.72\|15.40\|927537;2026-05-26\|17.92\|10.01\|15.88\|17.92\|15.47\|731384;2026-05-27\|18.55\|3.52\|18.34\|19.71\|16.70\|1001196;2026-05-28\|20.20\|8.89\|17.80\|20.30\|17.68\|880090;2026-05-29\|18.32\|-9.31\|20.00\|20.00\|18.30\|716595;2026-06-01\|16.49\|-9.99\|17.40\|18.40\|16.49\|644709;2026-06-02\|16.85\|2.18\|16.29\|17.28\|15.68\|702615;2026-06-03\|17.19\|2.02\|16.50\|17.50\|16.30\|728071;2026-06-04\|18.43\|7.21\|16.56\|18.90\|16.38\|774133;2026-06-05\|18.39\|-0.22\|17.90\|19.71\|17.54\|758911;2026-06-08\|17.41\|-5.33\|16.72\|18.70\|16.72\|526745;2026-06-09\|19.15\|9.99\|18.44\|19.15\|18.00\|366872;2026-06-10\|21.07\|10.03\|19.60\|21.07\|19.53\|942947;2026-06-11\|22.26\|5.65\|21.49\|22.56\|20.66\|1096211;2026-06-12\|20.59\|-7.50\|21.60\|22.95\|20.54\|886663;2026-06-15\|21.80\|5.88\|20.89\|21.86\|20.80\|813005;2026-06-16\|23.98\|10.00\|21.50\|23.98\|21.14\|549822;2026-06-17\|26.00\|8.42\|24.60\|26.38\|24.48\|1019173;2026-06-18\|23.40\|-10.00\|23.40\|23.98\|23.40\|262396;2026-06-22\|22.82\|-2.48\|21.06\|23.35\|21.06\|1034794;2026-06-23\|21.00\|-7.98\|21.50\|22.53\|20.54\|747719;2026-06-24\|22.42\|6.76\|20.54\|22.77\|20.53\|884796;2026-06-25\|23.71\|5.75\|21.60\|24.26\|21.60\|848315;2026-06-26\|24.94\|5.19\|23.00\|25.95\|22.46\|888571;2026-06-29\|22.45\|-9.98\|24.41\|24.49\|22.45\|162022;2026-06-30\|21.09\|-6.06\|20.21\|22.30\|20.21\|811742;2026-07-01\|21.86\|3.65\|20.60\|22.00\|19.44\|712152;2026-07-02\|19.67\|-10.02\|20.61\|20.61\|19.67\|521508;2026-07-03\|18.32\|-6.86\|18.49\|20.00\|17.82\|635923;2026-07-06\|17.21\|-6.06\|18.36\|18.85\|17.00\|614856;2026-07-07\|16.96\|-1.45\|17.08\|17.88\|16.75\|393397;2026-07-08\|16.01\|-5.60\|16.99\|17.45\|16.00\|364352;2026-07-09\|17.52\|9.43\|16.33\|17.61\|16.22\|678445;2026-07-10\|16.75\|-4.39\|17.95\|18.27\|16.72\|588235;2026-07-13\|15.33\|-8.48\|16.33\|16.65\|15.33\|389570;2026-07-14\|16.54\|7.89\|15.60\|16.86\|15.25\|500439;2026-07-15\|15.85\|-4.17\|16.81\|17.17\|15.85\|395671;2026-07-16\|14.84\|-6.37\|15.30\|15.80\|14.75\|298033;2026-07-17\|13.69\|-7.75\|14.84\|14.98\|13.40\|305591
110435		液冷服务器+核电冷却塔+订单高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年4月28日年报，公司数据中心液冷冷却塔已获美国CTI及FM认证，形成三大在研产品矩阵，2025年数据中心、核电在手订单分别达0.81亿元、1.89亿元，同比增长107.06%、452.48%。 2、据2026年4月28日年报，公司冷却塔为数据中心液冷系统一次侧关键设备，适配冷板/浸没式液冷，目标成为液冷数据中心散热核心服务商。 3、据2026年4月29日一季报，公司2026Q1营收3.46亿元、净利2240万元，同比增32.10%、18.26%，业绩延续增长。	公司冷却塔已应用于数据算力中心	2026-03-10\|17.93\|10.00\|16.63\|17.93\|16.43\|386869;2026-03-11\|17.98\|0.28\|18.08\|19.24\|17.86\|625154;2026-03-12\|17.07\|-5.06\|18.00\|18.09\|16.90\|402613;2026-03-13\|16.25\|-4.80\|17.12\|17.28\|16.18\|237138;2026-03-16\|15.68\|-3.51\|16.03\|16.12\|15.36\|187657;2026-03-17\|15.00\|-4.34\|15.81\|15.91\|14.98\|185586;2026-03-18\|15.79\|5.27\|15.00\|16.10\|15.00\|243530;2026-03-19\|15.21\|-3.67\|15.45\|15.98\|15.10\|169629;2026-03-20\|14.50\|-4.67\|15.31\|15.48\|14.40\|162472;2026-03-23\|13.70\|-5.52\|14.10\|14.60\|13.49\|168943;2026-03-24\|14.18\|3.50\|14.02\|14.47\|13.69\|158761;2026-03-25\|14.50\|2.26\|14.28\|14.79\|14.19\|187793;2026-03-26\|13.80\|-4.83\|14.36\|14.40\|13.68\|140012;2026-03-27\|13.91\|0.80\|13.45\|14.05\|13.44\|97000;2026-03-30\|13.75\|-1.15\|13.50\|13.80\|13.28\|99818;2026-03-31\|13.40\|-2.55\|13.71\|13.98\|13.38\|86037;2026-04-01\|13.73\|2.46\|13.67\|13.83\|13.58\|75247;2026-04-02\|13.33\|-2.91\|13.67\|13.85\|13.21\|78069;2026-04-03\|12.93\|-3.00\|13.29\|13.50\|12.80\|99484;2026-04-07\|12.97\|0.31\|12.95\|13.50\|12.89\|123868;2026-04-08\|13.84\|6.71\|13.31\|13.96\|13.31\|177723;2026-04-09\|14.00\|1.16\|13.64\|14.14\|13.49\|134666;2026-04-10\|14.43\|3.07\|14.28\|14.84\|14.06\|196113;2026-04-13\|14.55\|0.83\|14.34\|14.81\|14.26\|142392;2026-04-14\|16.01\|10.03\|14.65\|16.01\|14.52\|288624;2026-04-15\|15.81\|-1.25\|16.60\|16.67\|15.74\|549022;2026-04-16\|15.46\|-2.21\|15.75\|15.85\|15.39\|312417;2026-04-17\|15.68\|1.42\|15.62\|15.98\|15.36\|244711;2026-04-20\|15.94\|1.66\|15.52\|16.31\|15.52\|265243;2026-04-21\|15.63\|-1.94\|15.60\|15.90\|15.50\|188590;2026-04-22\|15.33\|-1.92\|15.65\|15.72\|14.91\|252016;2026-04-23\|15.21\|-0.78\|15.23\|15.78\|15.14\|166426;2026-04-24\|14.72\|-3.22\|15.03\|15.12\|14.60\|130140;2026-04-27\|14.57\|-1.02\|14.73\|14.77\|14.22\|104431;2026-04-28\|14.78\|1.44\|14.70\|15.13\|14.68\|182978;2026-04-29\|14.82\|0.27\|14.75\|14.95\|14.30\|181862;2026-04-30\|14.92\|0.67\|15.03\|15.03\|14.75\|119414;2026-05-06\|16.41\|9.99\|14.93\|16.41\|14.90\|205130;2026-05-07\|17.06\|3.96\|16.96\|17.28\|16.77\|414077;2026-05-08\|16.87\|-1.11\|17.03\|17.12\|16.62\|255944;2026-05-11\|18.56\|10.02\|17.39\|18.56\|17.39\|192809;2026-05-12\|20.42\|10.02\|19.86\|20.42\|19.30\|145176;2026-05-13\|21.20\|3.82\|20.17\|21.50\|19.12\|726756;2026-05-14\|21.09\|-0.52\|20.92\|21.50\|20.59\|409147;2026-05-15\|21.68\|2.80\|21.40\|22.00\|20.73\|385433;2026-05-18\|22.14\|2.12\|20.15\|22.77\|19.95\|385434;2026-05-19\|21.63\|-2.30\|21.88\|22.49\|21.44\|253406;2026-05-20\|22.02\|1.80\|21.60\|22.57\|20.83\|277119;2026-05-21\|21.00\|-4.63\|22.03\|22.98\|20.97\|248003;2026-05-22\|23.10\|10.00\|21.50\|23.10\|21.28\|178020;2026-05-25\|22.61\|-2.12\|23.00\|23.84\|22.28\|297789;2026-05-26\|22.00\|-2.70\|22.28\|22.46\|20.99\|266130;2026-05-27\|22.60\|2.73\|22.44\|23.53\|21.81\|341692;2026-05-28\|22.46\|-0.62\|22.60\|23.58\|22.00\|300290;2026-05-29\|21.57\|-3.96\|21.97\|22.94\|21.01\|300070;2026-06-01\|21.20\|-1.72\|21.58\|23.00\|21.14\|220255;2026-06-02\|21.21\|0.05\|20.92\|21.58\|20.16\|208887;2026-06-03\|21.45\|1.13\|21.21\|22.10\|20.47\|207698;2026-06-04\|21.61\|0.75\|20.50\|21.80\|20.50\|156396;2026-06-05\|21.97\|1.67\|21.62\|22.40\|21.24\|213846;2026-06-08\|21.06\|-4.14\|20.55\|21.99\|20.44\|190155;2026-06-09\|22.96\|9.02\|21.48\|23.17\|21.07\|323472;2026-06-10\|21.51\|-6.32\|22.71\|22.95\|21.47\|239568;2026-06-11\|21.22\|-1.35\|21.29\|22.00\|20.90\|165155;2026-06-12\|22.81\|7.49\|21.56\|23.34\|21.45\|384435;2026-06-15\|24.51\|7.45\|22.59\|24.64\|22.50\|464358;2026-06-16\|23.47\|-4.24\|24.00\|24.99\|23.40\|348371;2026-06-17\|23.53\|0.26\|23.70\|24.88\|22.66\|305176;2026-06-18\|24.28\|3.19\|23.29\|25.88\|23.25\|414328;2026-06-22\|23.51\|-3.17\|24.43\|24.73\|22.35\|345830;2026-06-23\|21.74\|-7.53\|24.15\|24.59\|21.65\|332763;2026-06-24\|21.74\|0.00\|21.21\|22.00\|20.90\|201587;2026-06-25\|22.77\|4.74\|21.25\|23.19\|20.85\|254936;2026-06-26\|22.56\|-0.92\|22.74\|23.30\|21.81\|188710;2026-06-29\|22.61\|0.22\|22.34\|22.79\|21.48\|171148;2026-06-30\|16.47\|2.74\|16.02\|16.58\|15.69\|285860;2026-07-01\|16.40\|-0.42\|16.48\|17.02\|16.30\|282910;2026-07-02\|16.08\|-1.95\|16.00\|17.46\|16.00\|365191;2026-07-03\|15.94\|-0.87\|16.08\|17.45\|15.90\|350022;2026-07-06\|17.53\|9.97\|15.50\|17.53\|15.50\|421294;2026-07-07\|18.15\|3.54\|17.83\|19.27\|17.55\|737284;2026-07-08\|17.29\|-4.74\|18.14\|18.67\|17.27\|509045;2026-07-09\|16.97\|-1.85\|17.44\|17.79\|15.60\|492482;2026-07-10\|16.87\|-0.59\|16.73\|17.54\|16.51\|342972;2026-07-13\|15.18\|-10.02\|16.53\|16.88\|15.18\|285166;2026-07-14\|15.89\|4.68\|15.10\|16.07\|14.63\|292239;2026-07-15\|14.89\|-6.29\|16.03\|16.03\|14.86\|189235;2026-07-16\|14.04\|-5.71\|14.89\|15.05\|13.93\|209510;2026-07-17\|12.75\|-9.19\|14.12\|14.35\|12.64\|256459
110434		液冷泵+算力温控+泵业龙头行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月29日机构调研，公司液冷泵产品实现全场景覆盖，其中1kW-10kW储能液冷电子屏蔽泵国内市场份额位居行业前列，已规模化批量发货；10kW以上重点布局数据中心22-37kW大功率电子屏蔽泵，目前处于与客户沟通、联合迭代阶段。 2、据2025年年报，公司液冷温控业务2025年实现营收约1.56亿元，同比增长超过60%，屏蔽液冷泵在算力服务领域实现新场景突破，并配合相关客户开展产品测试、送样及认证工作。 3、据2025年年报，公司是国内同行业公司中产品品类较为齐全、市场布局较为全面的泵业企业，旗下拥有“大元”、“新沪”、“雷客”等品牌，同时在民用水泵、家庭用泵及工商业领域进行三大市场布局。	公司表示已完成在储能及数据机房液冷领域的产品储备，已开始小批量接受客户订单，公司与华为、中兴在IDC温控领域推进屏蔽齿轮泵项目	2026-03-10\|43.12\|7.91\|40.71\|43.39\|40.71\|111278;2026-03-11\|47.43\|10.00\|43.35\|47.43\|43.31\|144850;2026-03-12\|49.38\|4.11\|48.20\|51.41\|48.19\|373997;2026-03-13\|49.05\|-0.67\|48.00\|51.90\|47.77\|251787;2026-03-16\|48.29\|-1.55\|49.62\|49.70\|46.75\|144546;2026-03-17\|44.28\|-8.30\|49.00\|49.39\|44.08\|157491;2026-03-18\|48.71\|10.00\|45.40\|48.71\|45.07\|101998;2026-03-19\|49.45\|1.52\|48.54\|51.66\|48.02\|259315;2026-03-20\|47.15\|-4.65\|50.04\|50.50\|47.00\|160988;2026-03-23\|43.00\|-8.80\|46.14\|46.68\|42.58\|142950;2026-03-24\|43.53\|1.23\|44.10\|44.73\|42.14\|103458;2026-03-25\|44.12\|1.36\|44.41\|45.99\|43.38\|114157;2026-03-26\|44.60\|1.09\|42.89\|47.50\|40.28\|216024;2026-03-27\|44.34\|-0.58\|43.59\|45.31\|42.19\|125452;2026-03-30\|44.57\|0.52\|43.57\|45.55\|42.80\|90510;2026-03-31\|40.32\|-9.54\|44.29\|44.89\|40.12\|176135;2026-04-01\|41.99\|4.14\|41.54\|42.92\|40.81\|110235;2026-04-02\|41.25\|-1.76\|41.66\|42.47\|40.27\|98686;2026-04-03\|43.19\|4.70\|41.20\|45.38\|41.15\|216494;2026-04-07\|44.76\|3.64\|43.20\|45.85\|42.96\|179522;2026-04-08\|49.24\|10.01\|45.21\|49.24\|45.21\|187519;2026-04-09\|54.16\|9.99\|48.88\|54.16\|48.09\|291444;2026-04-10\|55.11\|1.75\|53.00\|58.69\|52.86\|342658;2026-04-13\|55.89\|1.42\|54.79\|57.60\|54.72\|217783;2026-04-14\|56.07\|0.32\|55.89\|57.51\|55.02\|212011;2026-04-15\|57.88\|3.23\|55.90\|58.29\|54.00\|232329;2026-04-16\|56.28\|-2.76\|57.20\|59.18\|56.07\|174353;2026-04-17\|55.86\|-0.75\|56.27\|57.01\|55.00\|168037;2026-04-20\|58.60\|4.91\|55.89\|61.18\|55.86\|244646;2026-04-21\|54.33\|-7.29\|54.00\|55.56\|52.88\|210370;2026-04-22\|53.67\|-1.21\|54.98\|55.59\|51.44\|172359;2026-04-23\|52.58\|-2.03\|53.78\|55.43\|52.20\|112143;2026-04-24\|50.82\|-3.35\|52.98\|53.50\|49.79\|104507;2026-04-27\|51.05\|0.45\|50.79\|52.49\|50.02\|106852;2026-04-28\|48.78\|-4.45\|50.53\|50.99\|48.40\|79562;2026-04-29\|51.20\|4.96\|46.96\|52.89\|46.87\|129210;2026-04-30\|50.58\|-1.21\|50.89\|51.50\|49.95\|72642;2026-05-06\|51.24\|1.30\|50.90\|51.93\|50.74\|117226;2026-05-07\|54.15\|5.68\|51.55\|54.80\|51.49\|144210;2026-05-08\|54.95\|1.48\|53.01\|56.40\|52.16\|152645;2026-05-11\|60.45\|10.01\|57.12\|60.45\|57.10\|111060;2026-05-12\|60.52\|0.12\|62.00\|63.00\|58.30\|247331;2026-05-13\|61.43\|1.50\|60.27\|61.99\|58.58\|147247;2026-05-14\|58.01\|-5.57\|60.88\|61.00\|58.00\|110469;2026-05-15\|61.80\|6.53\|58.49\|63.81\|58.49\|172281;2026-05-18\|60.80\|-1.62\|60.23\|62.67\|58.20\|146984;2026-05-19\|63.66\|4.70\|61.00\|64.62\|59.78\|192835;2026-05-20\|66.50\|4.46\|62.97\|67.56\|61.26\|181516;2026-05-21\|59.85\|-10.00\|65.20\|66.00\|59.85\|224646;2026-05-22\|65.04\|8.67\|58.65\|65.50\|58.65\|213380;2026-05-25\|61.17\|-5.95\|65.00\|65.32\|60.76\|134018;2026-05-26\|55.47\|-9.32\|61.00\|61.01\|55.05\|163930;2026-05-27\|53.00\|-4.45\|55.66\|56.27\|52.51\|101170;2026-05-28\|58.30\|10.00\|53.79\|58.30\|52.94\|75404;2026-05-29\|54.78\|-6.04\|58.50\|59.18\|54.45\|147090;2026-06-01\|58.55\|6.88\|54.52\|60.26\|52.60\|209987;2026-06-02\|59.75\|2.05\|60.70\|61.86\|56.10\|223396;2026-06-03\|56.43\|-5.56\|58.00\|61.16\|55.88\|177774;2026-06-04\|57.73\|2.30\|55.00\|59.36\|54.61\|132648;2026-06-05\|54.38\|-5.80\|56.22\|57.00\|53.88\|116092;2026-06-08\|51.93\|-4.15\|50.50\|53.96\|50.49\|71522;2026-06-09\|53.50\|3.02\|52.05\|54.17\|51.31\|87877;2026-06-10\|48.15\|-10.00\|52.07\|52.60\|48.15\|123897;2026-06-11\|46.69\|-3.03\|46.84\|48.26\|46.00\|80772;2026-06-12\|46.90\|0.45\|47.56\|48.18\|46.78\|67354;2026-06-15\|50.49\|7.65\|48.30\|51.59\|48.01\|151477;2026-06-16\|54.67\|8.28\|51.10\|54.96\|50.68\|138086;2026-06-17\|53.09\|-2.89\|53.56\|54.86\|52.60\|97502;2026-06-18\|56.06\|5.59\|53.10\|56.85\|53.00\|142060;2026-06-22\|61.67\|10.01\|56.06\|61.67\|52.01\|279576;2026-06-23\|67.84\|10.00\|67.84\|67.84\|67.84\|75088;2026-06-24\|73.70\|8.64\|69.30\|74.50\|66.00\|333470;2026-06-25\|71.92\|-2.42\|72.73\|77.49\|71.27\|262545;2026-06-26\|74.22\|3.20\|71.00\|76.49\|68.98\|209982;2026-06-29\|70.40\|-5.15\|71.45\|75.50\|68.37\|158477;2026-06-30\|75.76\|7.61\|68.85\|76.58\|68.58\|144243;2026-07-01\|72.78\|-3.93\|75.41\|79.07\|72.41\|107454;2026-07-02\|74.07\|1.77\|70.00\|80.06\|70.00\|137722;2026-07-03\|71.99\|-2.81\|75.00\|76.97\|71.95\|139702;2026-07-06\|79.19\|10.00\|70.31\|79.19\|70.31\|157978;2026-07-07\|74.18\|-6.33\|82.00\|84.66\|72.80\|211139;2026-07-08\|70.11\|-5.49\|74.20\|77.62\|70.00\|169044;2026-07-09\|77.12\|10.00\|69.82\|77.12\|68.55\|161096;2026-07-10\|77.53\|0.53\|77.12\|80.14\|76.35\|161480;2026-07-13\|74.45\|-3.97\|75.00\|81.99\|73.74\|155408;2026-07-14\|78.28\|5.14\|71.52\|81.40\|71.52\|197136;2026-07-15\|77.00\|-1.64\|78.00\|81.10\|70.45\|222846;2026-07-16\|79.50\|3.25\|74.67\|83.97\|71.08\|177430;2026-07-17\|76.35\|-3.96\|79.27\|86.62\|73.40\|237340
110433		涨停揭秘：液冷服务器铜材核心供应商+Optimus量产临近，铜热管/PEEK线双主线突破；涨停缘由：自主研发铜热管、液冷铜管已导入多家头部算力服务器厂商；PEEK线产品实现进口替代，获高端新能源汽车定点；Optimus机器人或于7月下旬投产，催化液冷及轻量化材料需求上行；资金逻辑：液冷服务器板块资金活跃，主力净流入明显，该股突破年线且MACD红柱扩大，趋势转强；风险提示：铜材业务毛利率偏低，下游议价能力受限；PEEK线量产进度及订单放量节奏存在不确定性	1、公司自主研发的铜热管、液冷铜管等产品已成功导入多家头部企业算力服务器产品中。 2、公司PEEK线产品目前已具备产品竞争优势及进口替代能力，已取得部分高端新能源汽车厂商的定点。	2026-03-10\|10.88\|2.16\|10.80\|10.92\|10.77\|280112;2026-03-11\|10.80\|-0.74\|10.91\|10.98\|10.72\|267621;2026-03-12\|10.80\|0.00\|10.76\|10.87\|10.65\|217533;2026-03-13\|10.53\|-2.50\|10.73\|10.82\|10.51\|252898;2026-03-16\|10.29\|-2.28\|10.41\|10.49\|10.20\|285189;2026-03-17\|10.16\|-1.26\|10.29\|10.43\|10.15\|207288;2026-03-18\|10.20\|0.39\|10.16\|10.24\|10.05\|175200;2026-03-19\|9.79\|-4.02\|10.02\|10.04\|9.76\|294100;2026-03-20\|9.76\|-0.31\|9.79\|9.89\|9.66\|220595;2026-03-23\|9.05\|-7.27\|9.55\|9.57\|9.01\|313788;2026-03-24\|9.46\|4.53\|9.28\|9.47\|9.07\|225181;2026-03-25\|9.60\|1.48\|9.60\|9.68\|9.54\|184814;2026-03-26\|9.68\|0.83\|9.61\|9.68\|9.54\|166998;2026-03-27\|9.77\|0.93\|9.55\|9.80\|9.51\|169450;2026-03-30\|9.86\|0.92\|9.61\|9.87\|9.60\|154020;2026-03-31\|10.29\|4.36\|10.14\|10.45\|10.03\|474556;2026-04-01\|10.11\|-1.75\|10.40\|10.42\|10.06\|338062;2026-04-02\|9.84\|-2.67\|10.07\|10.08\|9.75\|210299;2026-04-03\|9.73\|-1.12\|9.84\|9.92\|9.73\|125056;2026-04-07\|9.74\|0.10\|9.72\|9.84\|9.68\|100328;2026-04-08\|10.23\|5.03\|9.94\|10.23\|9.94\|284256;2026-04-09\|10.15\|-0.78\|10.18\|10.23\|10.05\|163961;2026-04-10\|10.16\|0.10\|10.19\|10.26\|10.16\|169389;2026-04-13\|10.26\|0.98\|10.17\|10.34\|10.15\|183891;2026-04-14\|10.37\|1.07\|10.35\|10.47\|10.25\|191448;2026-04-15\|10.33\|-0.39\|10.43\|10.53\|10.28\|205497;2026-04-16\|10.52\|1.84\|10.34\|10.54\|10.34\|250172;2026-04-17\|10.73\|2.00\|10.49\|10.85\|10.44\|328029;2026-04-20\|11.01\|2.61\|10.75\|11.10\|10.68\|384793;2026-04-21\|10.95\|-0.55\|10.96\|10.97\|10.78\|270904;2026-04-22\|11.00\|0.46\|10.89\|11.07\|10.85\|221839;2026-04-23\|10.66\|-3.09\|11.01\|11.02\|10.60\|283738;2026-04-24\|10.42\|-2.25\|10.50\|10.56\|10.17\|273465;2026-04-27\|10.37\|-0.48\|10.41\|10.53\|10.36\|185255;2026-04-28\|10.13\|-2.31\|10.37\|10.38\|10.08\|202947;2026-04-29\|10.39\|2.57\|10.13\|10.42\|10.10\|191135;2026-04-30\|10.14\|-2.41\|10.30\|10.42\|10.08\|212397;2026-05-06\|10.33\|1.87\|10.14\|10.36\|10.14\|249036;2026-05-07\|10.40\|0.68\|10.39\|10.43\|10.28\|197565;2026-05-08\|10.37\|-0.29\|10.34\|10.46\|10.21\|242914;2026-05-11\|11.41\|10.03\|10.50\|11.41\|10.50\|1070313;2026-05-12\|12.09\|5.96\|12.02\|12.55\|11.89\|2218773;2026-05-13\|12.66\|4.71\|12.07\|13.10\|12.07\|1877687;2026-05-14\|13.30\|5.06\|12.95\|13.70\|12.95\|1785465;2026-05-15\|13.00\|-2.26\|13.00\|13.60\|12.90\|1485973;2026-05-18\|13.38\|2.92\|12.80\|13.84\|12.60\|1215926;2026-05-19\|13.55\|1.27\|13.22\|13.56\|12.81\|1018224;2026-05-20\|14.40\|6.27\|13.39\|14.46\|13.39\|1551772;2026-05-21\|13.24\|-8.06\|14.26\|14.54\|13.22\|1296566;2026-05-22\|13.87\|4.76\|13.48\|14.05\|13.22\|994289;2026-05-25\|13.72\|-1.08\|14.14\|14.18\|13.28\|790521;2026-05-26\|13.82\|0.73\|13.56\|14.45\|13.47\|1034717;2026-05-27\|12.95\|-6.30\|13.76\|13.80\|12.87\|895010;2026-05-28\|13.03\|0.62\|13.13\|13.23\|12.56\|661715;2026-05-29\|12.35\|-5.22\|13.01\|13.15\|12.19\|697160;2026-06-01\|12.31\|-0.32\|12.25\|12.56\|11.91\|657985;2026-06-02\|12.60\|2.36\|12.32\|12.88\|12.30\|713170;2026-06-03\|13.58\|7.78\|12.61\|13.86\|12.58\|1127717;2026-06-04\|13.09\|-3.61\|13.30\|13.67\|12.85\|1292986;2026-06-05\|12.64\|-3.44\|12.90\|13.06\|12.58\|752443;2026-06-08\|11.68\|-6.56\|12.00\|12.28\|11.50\|616162;2026-06-09\|12.24\|4.79\|11.75\|12.28\|11.31\|661870;2026-06-10\|11.74\|-4.08\|11.98\|12.00\|11.36\|497516;2026-06-11\|11.41\|-2.81\|11.60\|11.98\|11.31\|467290;2026-06-12\|12.55\|9.99\|11.78\|12.55\|11.49\|1181859;2026-06-15\|12.61\|0.48\|12.22\|12.89\|12.22\|1661411;2026-06-16\|12.71\|0.79\|12.46\|12.89\|12.38\|1007351;2026-06-17\|12.17\|-4.25\|12.56\|12.64\|12.11\|803431;2026-06-18\|13.00\|6.82\|12.18\|13.30\|12.16\|1301561;2026-06-22\|12.72\|-2.15\|13.01\|13.29\|12.21\|1176184;2026-06-23\|12.03\|-5.42\|12.97\|13.12\|12.01\|1035755;2026-06-24\|11.62\|-3.41\|11.98\|12.18\|11.41\|794852;2026-06-25\|11.00\|-5.34\|11.45\|11.67\|10.96\|801821;2026-06-26\|10.38\|-5.64\|11.24\|11.25\|10.36\|615977;2026-06-29\|10.58\|1.93\|10.30\|10.95\|10.22\|631728;2026-06-30\|10.80\|2.08\|10.40\|10.87\|10.11\|687623;2026-07-01\|11.26\|4.26\|11.19\|11.70\|11.01\|874759;2026-07-02\|11.33\|0.62\|11.13\|11.92\|10.80\|835019;2026-07-03\|11.43\|0.88\|11.40\|11.63\|11.14\|571283;2026-07-06\|11.38\|-0.44\|11.33\|11.47\|11.18\|529039;2026-07-07\|10.95\|-3.78\|11.27\|11.42\|10.82\|406093;2026-07-08\|10.32\|-5.75\|10.99\|10.99\|10.22\|450589;2026-07-09\|10.86\|5.23\|10.32\|10.97\|9.99\|638827;2026-07-10\|10.70\|-1.47\|10.79\|11.11\|10.70\|389297;2026-07-13\|10.18\|-4.86\|10.55\|10.69\|10.15\|361870;2026-07-14\|10.25\|0.69\|10.14\|10.33\|9.95\|359372;2026-07-15\|10.36\|1.07\|10.25\|10.39\|10.07\|364792;2026-07-16\|10.12\|-2.32\|10.20\|10.36\|9.96\|367439;2026-07-17\|9.58\|-5.34\|10.02\|10.17\|9.57\|451474
110432	我国首个大规模“算电协同”绿电直供项目正式投运	储能+风电设备+氢能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年3月26日年报，公司500kW-20MW级IGBT制氢电源已在国内多地稳定运行，并推出效率更高的SiC制氢电源及hopeEMS绿电柔性制氢能量管理系统，成为国内首家长期运行的大功率MW级制氢电源厂商。 2、据2026年3月26日年报，公司提供覆盖发电侧、电网侧、用户侧及微电网的储能系统整体解决方案，构网型储能变流器已取得多项国际国内认证并实现批量发货。 3、据2026年3月26日年报，公司风电变流器已配套全球最大26MW海上风电机组并网，海上风电市场占有率持续提升。	为稳定电网系统电压，公司提供系列化静态无功发生器及新能源场站功率管理系统	2026-03-10\|32.18\|1.20\|32.00\|32.28\|31.57\|317547;2026-03-11\|33.44\|3.92\|32.19\|34.21\|32.02\|504027;2026-03-12\|33.20\|-0.72\|33.17\|33.57\|32.31\|360921;2026-03-13\|32.20\|-3.01\|33.00\|33.15\|32.00\|258938;2026-03-16\|32.39\|0.59\|32.90\|33.00\|32.00\|205009;2026-03-17\|31.38\|-3.12\|32.39\|32.75\|31.30\|196764;2026-03-18\|31.99\|1.94\|31.70\|32.31\|31.00\|175690;2026-03-19\|31.69\|-0.94\|31.32\|32.32\|31.24\|182375;2026-03-20\|32.89\|3.79\|31.87\|33.81\|31.57\|405693;2026-03-23\|31.94\|-2.89\|32.29\|33.68\|31.50\|360279;2026-03-24\|32.63\|2.16\|32.38\|32.85\|31.00\|276827;2026-03-25\|33.82\|3.65\|32.58\|34.13\|32.28\|450108;2026-03-26\|33.10\|-2.13\|33.98\|33.98\|32.86\|297215;2026-03-27\|34.44\|4.05\|32.69\|34.77\|32.38\|421733;2026-03-30\|33.07\|-3.98\|33.88\|34.28\|32.80\|309484;2026-03-31\|30.86\|-6.68\|32.51\|32.66\|30.61\|311735;2026-04-01\|31.90\|3.37\|31.22\|32.68\|30.41\|300597;2026-04-02\|30.55\|-4.23\|31.41\|31.84\|30.35\|195200;2026-04-03\|29.60\|-3.11\|30.70\|30.83\|29.45\|177502;2026-04-07\|29.62\|0.07\|29.70\|30.09\|29.38\|98821;2026-04-08\|31.62\|6.75\|30.16\|31.77\|30.16\|249828;2026-04-09\|32.76\|3.61\|31.33\|33.80\|31.23\|435326;2026-04-10\|32.79\|0.09\|32.98\|33.76\|32.76\|341541;2026-04-13\|32.17\|-1.89\|30.48\|32.76\|30.48\|475020;2026-04-14\|34.57\|7.46\|32.55\|35.28\|32.40\|552674;2026-04-15\|38.03\|10.01\|35.61\|38.03\|35.61\|664808;2026-04-16\|36.94\|-2.87\|37.96\|38.10\|36.86\|682302;2026-04-17\|40.63\|9.99\|37.00\|40.63\|36.12\|669696;2026-04-20\|40.93\|0.74\|41.45\|42.53\|40.88\|719317;2026-04-21\|41.25\|0.78\|41.33\|41.88\|40.20\|409597;2026-04-22\|41.77\|1.26\|41.20\|41.98\|40.00\|368874;2026-04-23\|41.79\|0.05\|41.78\|42.97\|41.50\|363085;2026-04-24\|40.70\|-2.61\|42.42\|42.55\|40.23\|388271;2026-04-27\|42.35\|4.05\|40.35\|43.30\|39.50\|389753;2026-04-28\|42.07\|-0.66\|42.10\|44.93\|41.33\|385927;2026-04-29\|42.13\|0.14\|41.98\|43.06\|41.23\|295632;2026-04-30\|43.88\|4.15\|42.42\|45.05\|42.27\|386529;2026-05-06\|48.27\|10.00\|44.10\|48.27\|43.92\|399671;2026-05-07\|50.75\|5.14\|49.57\|50.99\|48.81\|444554;2026-05-08\|51.50\|1.48\|50.58\|52.42\|49.50\|350932;2026-05-11\|56.65\|10.00\|51.80\|56.65\|51.80\|492669;2026-05-12\|56.24\|-0.72\|56.10\|57.99\|55.15\|496352;2026-05-13\|61.86\|9.99\|58.02\|61.86\|56.90\|224075;2026-05-14\|61.55\|-0.29\|63.40\|66.36\|61.50\|539930;2026-05-15\|58.76\|-4.53\|61.98\|62.44\|56.80\|476158;2026-05-18\|57.90\|-1.46\|58.00\|59.28\|56.68\|376400;2026-05-19\|58.79\|1.54\|58.00\|59.55\|56.08\|333910;2026-05-20\|60.93\|3.64\|59.01\|61.29\|58.18\|362779;2026-05-21\|56.85\|-6.70\|61.50\|62.38\|56.70\|376151;2026-05-22\|58.13\|2.25\|57.32\|58.18\|55.55\|338476;2026-05-25\|59.90\|3.04\|58.00\|60.21\|56.22\|304862;2026-05-26\|60.91\|1.69\|59.36\|61.35\|56.10\|345110;2026-05-27\|62.85\|3.19\|62.00\|67.00\|61.00\|443909;2026-05-28\|60.29\|-4.07\|63.90\|63.90\|58.40\|447646;2026-05-29\|55.66\|-7.68\|60.29\|60.75\|54.47\|401730;2026-06-01\|53.00\|-4.78\|56.00\|56.02\|51.64\|360181;2026-06-02\|53.41\|0.77\|53.00\|54.37\|50.59\|267077;2026-06-03\|54.10\|1.29\|53.40\|55.75\|52.96\|291274;2026-06-04\|56.00\|3.51\|53.56\|58.00\|52.90\|327567;2026-06-05\|54.43\|-2.80\|55.00\|55.95\|53.20\|241937;2026-06-08\|53.37\|-1.95\|51.75\|56.00\|51.00\|252646;2026-06-09\|54.20\|1.56\|54.36\|54.65\|52.19\|222342;2026-06-10\|51.09\|-5.74\|53.64\|53.88\|50.68\|240124;2026-06-11\|49.92\|-2.29\|51.56\|51.86\|49.50\|208006;2026-06-12\|46.88\|-6.09\|51.13\|51.88\|45.76\|407632;2026-06-15\|49.34\|5.25\|47.00\|49.60\|46.56\|278023;2026-06-16\|51.54\|4.46\|49.34\|52.09\|49.01\|258049;2026-06-17\|52.48\|1.82\|50.80\|52.81\|50.53\|213179;2026-06-18\|52.59\|0.21\|51.95\|53.50\|51.95\|182743;2026-06-22\|50.20\|-4.54\|52.59\|53.50\|49.10\|281951;2026-06-23\|48.71\|-2.97\|51.20\|51.48\|48.20\|200852;2026-06-24\|50.15\|2.96\|48.81\|50.95\|47.57\|222077;2026-06-25\|55.17\|10.01\|50.61\|55.17\|49.35\|332722;2026-06-26\|52.03\|-5.69\|55.99\|56.27\|50.97\|454094;2026-06-29\|51.13\|-1.73\|51.52\|52.95\|48.35\|324680;2026-06-30\|52.89\|3.44\|52.61\|56.08\|52.53\|425087;2026-07-01\|48.43\|-8.43\|53.00\|53.35\|47.70\|472886;2026-07-02\|44.08\|-8.98\|47.11\|47.75\|43.72\|355807;2026-07-03\|43.52\|-1.27\|44.15\|44.90\|43.13\|215496;2026-07-06\|44.16\|1.47\|43.60\|46.46\|43.60\|224322;2026-07-07\|43.24\|-2.08\|44.80\|44.86\|42.80\|154377;2026-07-08\|41.02\|-5.13\|43.32\|43.97\|40.71\|158146;2026-07-09\|44.16\|7.65\|41.80\|44.49\|40.66\|222938;2026-07-10\|42.45\|-3.87\|44.99\|45.98\|42.42\|181452;2026-07-13\|39.82\|-6.20\|42.25\|43.25\|39.60\|192265;2026-07-14\|40.64\|2.06\|39.88\|40.67\|37.83\|191432;2026-07-15\|36.61\|-9.92\|40.84\|40.85\|36.60\|291290;2026-07-16\|35.25\|-3.71\|37.26\|37.56\|34.90\|215721;2026-07-17\|32.25\|-8.51\|35.48\|35.48\|31.73\|253490
110431	我国首个大规模“算电协同”绿电直供项目正式投运	炭黑+高压电缆屏蔽料+人形机器人行业原因：据生意社3月10日报道，国内炭黑市场价格上涨。目前炭黑市场N330主流产品价格，山东地区7800元/吨；山西地区7600元/吨；河北地区7900元/吨；广州地区7850元/吨，浙江地区7900元/吨。公司原因： 1、据2025年5月20日互动易，公司“高压电缆屏蔽料用导电炭黑”为国内唯一通过鉴定并实现进口替代的产品，二期5万吨预计2026年上半年投产。 2、据2025年5月20日互动易，公司二氧化硅可用于人形机器人仿生皮肤、触觉传感器等硅橡胶部件。 3、据2026年3月7日公告，公司2025年营收23.57亿元、净利2.93亿元，同比增4.03%、7.55%，并拟10转4派5元。	1、公司年产10万吨高压电缆屏蔽料用纳米碳材料二期在建5万吨，海缆用高压导电炭黑第一条生产线预计2026年上半年投产； 2、轮胎助剂行业的区域龙头；专业从事二氧化硅和炭黑的研产销，产品主要用于轮胎和工业橡胶制品、电缆屏蔽料、色母料及饲料和日化行业等领域	2026-03-10\|28.43\|1.79\|28.18\|28.62\|27.80\|58682;2026-03-11\|31.27\|9.99\|28.71\|31.27\|28.64\|96585;2026-03-12\|32.45\|3.77\|31.70\|34.33\|31.65\|191585;2026-03-13\|30.94\|-4.65\|32.10\|32.61\|30.65\|157373;2026-03-16\|29.44\|-4.85\|31.20\|31.25\|29.11\|143650;2026-03-17\|28.47\|-3.29\|29.34\|29.64\|28.47\|80917;2026-03-18\|29.27\|2.81\|28.55\|29.28\|28.38\|66597;2026-03-19\|30.03\|2.60\|28.80\|30.30\|28.67\|110024;2026-03-20\|28.38\|-5.49\|30.01\|30.02\|28.34\|80768;2026-03-23\|27.68\|-2.47\|27.80\|28.88\|27.50\|64031;2026-03-24\|28.58\|3.25\|28.23\|28.67\|28.08\|54573;2026-03-25\|29.33\|2.62\|28.65\|29.50\|28.58\|56811;2026-03-26\|29.66\|1.13\|29.33\|29.88\|29.05\|60992;2026-03-27\|30.86\|4.05\|29.37\|30.92\|29.22\|83823;2026-03-30\|31.16\|0.97\|30.28\|31.20\|29.75\|62485;2026-03-31\|29.65\|-4.85\|31.49\|31.49\|29.63\|73218;2026-04-01\|30.51\|2.90\|30.50\|30.69\|29.88\|50923;2026-04-02\|30.10\|-1.34\|30.30\|30.83\|29.92\|42302;2026-04-03\|29.66\|-1.46\|29.95\|30.15\|29.50\|36708;2026-04-07\|29.60\|-0.20\|29.51\|29.94\|29.17\|45098;2026-04-08\|21.59\|3.85\|21.01\|21.59\|20.81\|99643;2026-04-09\|21.21\|-1.76\|21.33\|21.55\|21.03\|60880;2026-04-10\|21.04\|-0.80\|21.21\|21.62\|21.01\|57446;2026-04-13\|20.35\|-3.28\|20.68\|20.96\|20.05\|70770;2026-04-14\|19.79\|-2.75\|20.38\|20.50\|19.35\|111925;2026-04-15\|19.73\|-0.30\|19.83\|19.92\|19.55\|44368;2026-04-16\|20.10\|1.88\|19.73\|20.15\|19.53\|65135;2026-04-17\|19.64\|-2.29\|20.02\|20.19\|19.60\|55049;2026-04-20\|19.65\|0.05\|19.51\|19.67\|19.21\|41706;2026-04-21\|17.90\|-8.91\|18.90\|18.90\|17.69\|158131;2026-04-22\|17.96\|0.34\|17.90\|17.96\|17.62\|64014;2026-04-23\|17.56\|-2.23\|18.00\|18.01\|17.15\|81299;2026-04-24\|17.65\|0.51\|17.48\|17.79\|17.27\|48820;2026-04-27\|17.72\|0.40\|17.60\|17.77\|17.37\|38192;2026-04-28\|18.45\|4.12\|18.00\|19.10\|17.62\|105697;2026-04-29\|18.17\|-1.52\|18.23\|18.50\|18.09\|70477;2026-04-30\|18.37\|1.10\|18.17\|18.46\|18.09\|38729;2026-05-06\|18.41\|0.22\|18.37\|18.46\|18.10\|62000;2026-05-07\|18.19\|-1.20\|18.85\|18.85\|18.15\|78316;2026-05-08\|18.04\|-0.82\|18.12\|18.26\|17.89\|57123;2026-05-11\|19.84\|9.98\|18.07\|19.84\|18.03\|168121;2026-05-12\|20.14\|1.51\|20.00\|20.98\|19.88\|235278;2026-05-13\|20.45\|1.54\|20.14\|20.66\|19.69\|154086;2026-05-14\|20.83\|1.86\|20.37\|21.14\|20.06\|165192;2026-05-15\|21.24\|1.97\|20.50\|21.24\|20.50\|141142;2026-05-18\|21.35\|0.52\|20.88\|21.90\|20.75\|172902;2026-05-19\|20.71\|-3.00\|21.16\|21.80\|20.36\|132230;2026-05-20\|20.93\|1.06\|20.75\|21.15\|20.49\|104733;2026-05-21\|19.27\|-7.93\|20.84\|21.10\|19.25\|188079;2026-05-22\|19.54\|1.40\|19.50\|19.68\|18.85\|89993;2026-05-25\|20.16\|3.17\|19.67\|20.95\|19.67\|123143;2026-05-26\|20.32\|0.79\|19.95\|20.44\|19.41\|106353;2026-05-27\|19.69\|-3.10\|20.23\|20.42\|19.53\|85318;2026-05-28\|19.00\|-3.50\|19.55\|19.92\|18.49\|114678;2026-05-29\|18.30\|-3.68\|18.82\|19.01\|18.23\|76361;2026-06-01\|18.36\|0.33\|18.20\|18.66\|18.01\|50664;2026-06-02\|18.63\|1.47\|18.20\|18.78\|17.51\|77061;2026-06-03\|18.90\|1.45\|18.54\|19.05\|18.41\|54967;2026-06-04\|18.70\|-1.06\|18.70\|18.93\|18.54\|37693;2026-06-05\|18.65\|-0.27\|18.50\|19.15\|18.12\|47112;2026-06-08\|17.91\|-3.97\|18.11\|18.28\|17.50\|66548;2026-06-09\|18.57\|3.69\|17.92\|18.86\|17.70\|59184;2026-06-10\|17.75\|-4.42\|18.32\|18.62\|17.64\|49095;2026-06-11\|17.16\|-3.32\|17.46\|17.73\|16.90\|52977;2026-06-12\|17.47\|1.81\|17.39\|17.65\|17.29\|34009;2026-06-15\|17.94\|2.69\|17.66\|18.04\|17.51\|46255;2026-06-16\|17.82\|-0.67\|17.91\|18.07\|17.63\|42163;2026-06-17\|17.35\|-2.64\|17.75\|17.82\|17.20\|46136;2026-06-18\|16.94\|-2.36\|17.37\|17.37\|16.91\|40379;2026-06-22\|16.47\|-2.77\|16.81\|16.90\|16.15\|54449;2026-06-23\|16.48\|0.06\|16.31\|16.93\|16.31\|41259;2026-06-24\|16.35\|-0.79\|16.41\|16.58\|15.87\|72165;2026-06-25\|15.65\|-4.28\|16.33\|16.38\|15.43\|61364;2026-06-26\|14.98\|-4.28\|15.66\|15.67\|14.92\|40187;2026-06-29\|15.68\|4.67\|14.85\|16.00\|14.39\|92188;2026-06-30\|14.92\|-4.85\|15.56\|15.95\|14.72\|61664;2026-07-01\|15.21\|1.94\|14.81\|15.45\|14.76\|41588;2026-07-02\|15.42\|1.38\|15.20\|15.79\|15.06\|45725;2026-07-03\|15.26\|-1.04\|15.51\|15.61\|15.18\|44026;2026-07-06\|14.85\|-2.69\|15.20\|15.35\|14.78\|43170;2026-07-07\|14.80\|-0.34\|14.85\|15.12\|14.46\|40812;2026-07-08\|16.28\|10.00\|14.88\|16.28\|14.60\|138110;2026-07-09\|16.10\|-1.11\|16.07\|16.56\|15.69\|114090;2026-07-10\|15.49\|-3.79\|16.10\|16.10\|15.41\|85788;2026-07-13\|14.81\|-4.39\|15.39\|15.40\|14.60\|59238;2026-07-14\|14.60\|-1.42\|14.78\|14.78\|14.34\|44468;2026-07-15\|14.91\|2.12\|14.54\|14.96\|14.35\|52763;2026-07-16\|14.81\|-0.67\|14.43\|15.34\|14.36\|57867;2026-07-17\|15.29\|3.24\|14.80\|15.48\|14.65\|80601
110430	我国首个大规模“算电协同”绿电直供项目正式投运	绿电+火电+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月30日年报，公司控股铁岭2.5万千瓦风电离网制氢一体化项目已投产，新能源装机50.25万千瓦，绿氢业务落地。 2、据2026年4月30日年报，公司主营火电226万千瓦、新能源50.25万千瓦，承担辽宁4458万平方米供热，最终控制人为国务院国资委。 3、据2026年5月11日财闻，国家能源局等四部门印发《关于促进人工智能与能源双向赋能的行动方案》，绿电概念活跃，公司作为绿电标的跟涨。	辽宁省重要电力和热力供应商	2026-03-10\|3.88\|6.89\|3.68\|3.90\|3.58\|1792647;2026-03-11\|3.88\|0.00\|3.80\|3.95\|3.62\|1723261;2026-03-12\|4.14\|6.70\|3.84\|4.26\|3.78\|1852404;2026-03-13\|3.88\|-6.28\|4.00\|4.15\|3.81\|1582216;2026-03-16\|4.27\|10.05\|4.27\|4.27\|4.27\|788495;2026-03-17\|4.70\|10.07\|4.31\|4.70\|4.27\|1845999;2026-03-18\|5.17\|10.00\|5.17\|5.17\|5.17\|640307;2026-03-19\|5.69\|10.06\|5.24\|5.69\|5.19\|1842490;2026-03-20\|6.26\|10.02\|6.10\|6.26\|5.58\|3937304;2026-03-23\|6.89\|10.06\|6.65\|6.89\|6.60\|1683238;2026-03-24\|7.58\|10.01\|6.90\|7.58\|6.89\|2367293;2026-03-25\|8.34\|10.03\|8.01\|8.34\|8.01\|998932;2026-03-26\|8.88\|6.47\|8.96\|9.17\|8.40\|3450974;2026-03-27\|8.99\|1.24\|9.23\|9.49\|8.51\|3751972;2026-03-30\|8.09\|-10.01\|8.46\|8.68\|8.09\|1209571;2026-03-31\|8.35\|3.21\|7.52\|8.72\|7.31\|4037494;2026-04-01\|7.52\|-9.94\|7.80\|8.19\|7.52\|2875296;2026-04-02\|7.34\|-2.39\|7.46\|7.76\|7.03\|2980543;2026-04-03\|7.08\|-3.54\|7.34\|7.67\|7.07\|2527295;2026-04-07\|7.52\|6.21\|7.09\|7.57\|6.89\|2505099;2026-04-08\|7.68\|2.13\|7.37\|7.79\|7.37\|2729660;2026-04-09\|7.14\|-7.03\|7.69\|7.86\|7.04\|2581099;2026-04-10\|6.64\|-7.00\|7.19\|7.20\|6.59\|2310725;2026-04-13\|7.30\|9.94\|6.65\|7.30\|6.52\|2429743;2026-04-14\|8.03\|10.00\|7.60\|8.03\|7.52\|1873030;2026-04-15\|8.05\|0.25\|8.13\|8.66\|7.61\|4392251;2026-04-16\|7.29\|-9.44\|7.68\|7.75\|7.25\|2781496;2026-04-17\|7.14\|-2.06\|7.29\|7.70\|7.10\|2559714;2026-04-20\|7.39\|3.50\|7.06\|7.51\|6.90\|2468597;2026-04-21\|8.13\|10.01\|7.40\|8.13\|6.95\|3035972;2026-04-22\|8.94\|9.96\|8.13\|8.94\|8.13\|2520809;2026-04-23\|9.83\|9.96\|9.29\|9.83\|8.05\|4049628;2026-04-24\|9.20\|-6.41\|9.65\|10.80\|9.11\|4355970;2026-04-27\|10.12\|10.00\|8.52\|10.12\|8.51\|2815152;2026-04-28\|10.80\|6.72\|10.13\|11.13\|10.06\|4496950;2026-04-29\|10.43\|-3.43\|10.10\|11.30\|10.10\|3659514;2026-04-30\|9.92\|-4.89\|10.34\|10.86\|9.65\|2555498;2026-05-06\|10.91\|9.98\|10.08\|10.91\|10.08\|3208602;2026-05-07\|12.00\|9.99\|10.91\|12.00\|10.91\|1682810;2026-05-08\|12.44\|3.67\|12.38\|13.20\|12.20\|3513191;2026-05-11\|13.68\|9.97\|12.67\|13.68\|12.67\|2386658;2026-05-12\|15.05\|10.01\|14.00\|15.05\|12.93\|3305538;2026-05-13\|16.56\|10.03\|15.05\|16.56\|15.05\|1584636;2026-05-14\|16.64\|0.48\|17.65\|18.15\|15.90\|3613600;2026-05-15\|17.43\|4.75\|15.80\|18.00\|14.99\|3439004;2026-05-18\|15.69\|-9.98\|16.50\|17.15\|15.69\|2345763;2026-05-19\|16.15\|2.93\|14.15\|16.90\|14.15\|2880302;2026-05-20\|14.54\|-9.97\|15.55\|15.55\|14.54\|2048248;2026-05-21\|14.23\|-2.13\|14.50\|15.27\|14.20\|2151487;2026-05-22\|14.56\|2.32\|14.39\|14.70\|13.89\|1933716;2026-05-25\|16.02\|10.03\|14.75\|16.02\|14.58\|2747666;2026-05-26\|16.88\|5.37\|16.02\|17.60\|15.51\|3081919;2026-05-27\|18.57\|10.01\|16.49\|18.57\|16.26\|2413354;2026-05-28\|19.26\|3.72\|19.50\|20.21\|18.18\|3499163;2026-05-29\|20.03\|4.00\|19.18\|20.80\|19.18\|2995666;2026-06-01\|18.50\|-7.64\|19.99\|20.00\|18.03\|2999250;2026-06-02\|19.40\|4.86\|18.50\|19.88\|17.63\|2936978;2026-06-03\|21.34\|10.00\|18.78\|21.34\|18.40\|3068938;2026-06-04\|21.97\|2.95\|20.80\|22.10\|20.80\|2735160;2026-06-05\|20.01\|-8.92\|22.45\|23.04\|19.80\|2901794;2026-06-08\|19.30\|-3.55\|19.46\|20.88\|18.40\|2491526;2026-06-09\|21.23\|10.00\|19.60\|21.23\|18.60\|3022532;2026-06-10\|19.11\|-9.99\|20.85\|21.20\|19.11\|2819825;2026-06-11\|17.73\|-7.22\|18.80\|19.36\|17.60\|2549869;2026-06-12\|17.50\|-1.30\|17.90\|18.47\|16.58\|2813667;2026-06-15\|17.83\|1.89\|16.99\|18.20\|16.51\|2236979;2026-06-16\|18.55\|4.04\|17.83\|18.95\|17.34\|2278431;2026-06-17\|17.80\|-4.04\|18.65\|19.20\|17.67\|2199750;2026-06-18\|16.38\|-7.98\|17.58\|17.70\|16.24\|2252269;2026-06-22\|16.39\|0.06\|16.24\|16.78\|16.00\|1799766;2026-06-23\|15.66\|-4.45\|16.10\|16.65\|15.50\|1834914;2026-06-24\|15.77\|0.70\|15.30\|16.15\|14.93\|1990117;2026-06-25\|15.24\|-3.36\|15.69\|15.86\|14.97\|1510576;2026-06-26\|15.37\|0.85\|15.42\|16.76\|15.23\|2634851;2026-06-29\|16.20\|5.40\|15.09\|16.20\|14.50\|2281691;2026-06-30\|14.96\|-7.65\|15.80\|15.85\|14.67\|1962241;2026-07-01\|15.36\|2.67\|15.24\|15.76\|14.30\|2133180;2026-07-02\|13.82\|-10.03\|15.00\|16.00\|13.82\|2224827;2026-07-03\|13.20\|-4.49\|13.76\|13.96\|12.91\|1691980;2026-07-06\|12.66\|-4.09\|13.21\|13.34\|12.63\|1445097;2026-07-07\|12.35\|-2.45\|12.50\|12.64\|12.12\|1185859;2026-07-08\|11.74\|-4.94\|12.35\|12.55\|11.70\|1027581;2026-07-09\|12.22\|4.09\|11.80\|12.59\|11.64\|1328459;2026-07-10\|12.90\|5.56\|12.20\|13.44\|12.03\|2029443;2026-07-13\|11.61\|-10.00\|12.00\|12.62\|11.61\|1401385;2026-07-14\|11.92\|2.67\|11.59\|12.06\|11.32\|1264049;2026-07-15\|12.33\|3.44\|12.24\|12.88\|11.88\|1454270;2026-07-16\|12.05\|-2.27\|12.21\|12.85\|11.68\|2150932;2026-07-17\|11.65\|-3.32\|11.85\|12.65\|11.45\|2428917
110429	我国首个大规模“算电协同”绿电直供项目正式投运	西藏资产收购+水电高股息+央企行业原因： 1、国家电网“十五五”期间固定资产投资规划达4万亿元，较“十四五”增长40%。 2、北美变压器供应缺口达30%，数据中心订单排至2027年，中国变压器出口量价齐升，全球AI算力建设带动电网设备需求共振。公司原因： 1、据2025年12月30日董事会决议公告，公司拟以20.25亿元现金收购控股股东中国大唐集团持有的大唐西藏能源开发有限公司及中国大唐集团ZDN清洁能源开发有限公司100%股权，交易完成后将纳入西藏区域清洁能源资产。 2、据2025年半年度报告，公司水电装机1024万千瓦，清洁能源占比超90%，为广西核心水电运营商，并保持长期稳定高分红政策，近三年股息率均超3%。 3、据公司公告，控股股东为中国大唐集团，实际控制人为国务院国资委，具备央企背景。	公司主要投资建设，经营管理以电力生产为主的能源项目，包含水电，火电和风电等，主要发电资产位于广西	2026-03-10\|10.29\|-1.34\|10.32\|10.50\|10.14\|430724;2026-03-11\|9.96\|-3.21\|10.19\|10.19\|9.80\|491133;2026-03-12\|10.75\|7.93\|10.00\|10.95\|9.70\|704906;2026-03-13\|9.84\|-8.47\|10.50\|10.50\|9.80\|434361;2026-03-16\|9.51\|-3.35\|9.84\|9.99\|9.40\|339646;2026-03-17\|9.34\|-1.79\|9.52\|9.59\|9.31\|195424;2026-03-18\|9.36\|0.21\|9.41\|9.54\|9.26\|187633;2026-03-19\|9.25\|-1.18\|9.26\|9.48\|9.16\|194614;2026-03-20\|9.32\|0.76\|9.24\|9.43\|9.15\|250282;2026-03-23\|9.15\|-1.82\|9.23\|9.41\|8.94\|208768;2026-03-24\|9.52\|4.04\|9.25\|9.55\|9.16\|272508;2026-03-25\|9.79\|2.84\|9.43\|9.97\|9.37\|369014;2026-03-26\|10.20\|4.19\|9.74\|10.23\|9.49\|460624;2026-03-27\|9.86\|-3.33\|10.15\|10.20\|9.78\|295449;2026-03-30\|9.40\|-4.67\|9.69\|9.69\|9.03\|260689;2026-03-31\|9.45\|0.53\|9.55\|9.62\|9.32\|176808;2026-04-01\|9.69\|2.54\|9.45\|9.83\|9.36\|280026;2026-04-02\|9.56\|-1.34\|9.69\|9.72\|9.38\|143673;2026-04-03\|9.38\|-1.88\|9.64\|9.75\|9.34\|140077;2026-04-07\|9.39\|0.11\|9.33\|9.53\|9.26\|117994;2026-04-08\|9.50\|1.17\|9.50\|9.59\|9.42\|146066;2026-04-09\|9.70\|2.11\|9.45\|9.74\|9.35\|191426;2026-04-10\|9.52\|-1.86\|9.72\|9.72\|9.40\|168565;2026-04-13\|9.79\|2.84\|9.42\|9.79\|9.40\|174423;2026-04-14\|9.80\|0.10\|9.89\|9.95\|9.69\|124273;2026-04-15\|9.68\|-1.22\|9.78\|9.83\|9.62\|118384;2026-04-16\|9.81\|1.34\|9.66\|9.86\|9.63\|133963;2026-04-17\|9.88\|0.71\|9.71\|9.88\|9.57\|223241;2026-04-20\|10.21\|3.34\|9.88\|10.21\|9.78\|253856;2026-04-21\|10.47\|2.55\|10.22\|10.77\|9.93\|348247;2026-04-22\|10.40\|-0.67\|10.34\|10.47\|10.21\|210500;2026-04-23\|10.15\|-2.40\|10.39\|10.45\|9.94\|262268;2026-04-24\|9.75\|-3.94\|10.04\|10.05\|9.74\|238296;2026-04-27\|9.53\|-2.26\|9.72\|9.79\|9.44\|209797;2026-04-28\|10.16\|6.61\|9.53\|10.35\|9.50\|337171;2026-04-29\|10.01\|-1.48\|10.08\|10.11\|9.91\|222148;2026-04-30\|10.09\|0.80\|10.01\|10.20\|9.82\|235142;2026-05-06\|10.47\|3.77\|10.17\|10.59\|10.10\|329446;2026-05-07\|10.64\|1.62\|10.42\|10.74\|10.33\|267945;2026-05-08\|10.57\|-0.66\|10.56\|11.49\|10.51\|405255;2026-05-11\|11.63\|10.03\|10.57\|11.63\|10.51\|382049;2026-05-12\|11.94\|2.67\|12.18\|12.65\|11.37\|842639;2026-05-13\|11.97\|0.25\|11.82\|12.47\|11.68\|706600;2026-05-14\|11.13\|-7.02\|11.96\|12.34\|10.79\|673365;2026-05-15\|10.66\|-4.22\|10.70\|10.88\|10.38\|433432;2026-05-18\|10.78\|1.13\|10.55\|10.86\|10.50\|260289;2026-05-19\|11.15\|3.43\|10.77\|11.25\|10.57\|365292;2026-05-20\|10.47\|-6.10\|11.04\|11.04\|10.31\|324632;2026-05-21\|10.43\|-0.38\|10.40\|10.70\|10.35\|236490;2026-05-22\|10.65\|2.11\|10.50\|10.69\|10.36\|182920;2026-05-25\|10.78\|1.22\|10.70\|10.88\|10.64\|223988;2026-05-26\|10.68\|-0.93\|10.63\|10.86\|10.20\|248870;2026-05-27\|11.25\|5.34\|10.59\|11.27\|10.46\|449598;2026-05-28\|11.46\|1.87\|11.35\|12.00\|11.06\|472046;2026-05-29\|11.64\|1.57\|11.25\|11.89\|11.15\|428104;2026-06-01\|12.14\|4.30\|11.64\|12.30\|10.72\|493543;2026-06-02\|11.39\|-6.18\|11.92\|11.92\|11.35\|397168;2026-06-03\|11.82\|3.78\|11.18\|11.98\|11.06\|412365;2026-06-04\|11.48\|-2.88\|11.74\|11.98\|11.43\|278350;2026-06-05\|10.77\|-6.18\|11.30\|11.73\|10.74\|297825;2026-06-08\|10.58\|-1.76\|10.33\|10.85\|10.26\|180272;2026-06-09\|10.60\|0.19\|10.68\|10.78\|10.32\|165509;2026-06-10\|9.84\|-7.17\|10.48\|10.58\|9.74\|287348;2026-06-11\|9.79\|-0.51\|9.76\|9.94\|9.60\|158353;2026-06-12\|9.90\|1.12\|9.84\|9.94\|9.60\|181389;2026-06-15\|10.00\|1.01\|9.87\|10.07\|9.82\|158988;2026-06-16\|9.58\|-1.84\|9.74\|9.81\|9.54\|162838;2026-06-17\|9.81\|2.40\|9.50\|9.92\|9.30\|237509;2026-06-18\|9.20\|-6.22\|9.77\|9.87\|9.01\|347847;2026-06-22\|9.21\|0.11\|9.21\|9.34\|9.02\|157565;2026-06-23\|9.29\|0.87\|9.16\|9.47\|9.08\|138839;2026-06-24\|9.10\|-2.05\|9.21\|9.22\|8.89\|163301;2026-06-25\|8.94\|-1.76\|9.15\|9.20\|8.91\|139301;2026-06-26\|8.84\|-1.12\|8.93\|9.08\|8.84\|142212;2026-06-29\|8.85\|0.11\|8.84\|8.96\|8.66\|128720;2026-06-30\|8.78\|-0.79\|8.81\|8.90\|8.65\|126549;2026-07-01\|9.24\|5.24\|8.77\|9.37\|8.73\|197480;2026-07-02\|9.40\|1.73\|9.25\|9.56\|9.20\|201129;2026-07-03\|9.54\|1.49\|9.41\|9.67\|9.32\|166883;2026-07-06\|9.41\|-1.36\|9.48\|9.61\|9.35\|109082;2026-07-07\|9.40\|-0.11\|9.47\|9.58\|9.19\|136958;2026-07-08\|9.51\|1.17\|9.29\|9.61\|9.19\|126141;2026-07-09\|9.50\|-0.11\|9.43\|9.60\|9.39\|120851;2026-07-10\|9.49\|-0.11\|9.53\|9.62\|9.34\|137688;2026-07-13\|9.51\|0.21\|9.46\|9.66\|9.45\|161393;2026-07-14\|9.93\|4.42\|9.42\|9.93\|9.38\|200736;2026-07-15\|10.00\|0.70\|9.84\|10.06\|9.73\|167680;2026-07-16\|9.65\|-3.50\|9.90\|10.01\|9.62\|116186;2026-07-17\|10.62\|10.05\|9.65\|10.62\|9.65\|373275
110428	我国首个大规模“算电协同”绿电直供项目正式投运	综合性能源电力+东数西算+甘肃国资行业原因：据央视新闻报道，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。公司原因： 1、据2026年4月11日公告，公司拟投资建设甘肃庆阳东数西算产业园区绿电聚合试点项目二期工程100万千瓦新能源项目，动态总投资43.77亿元，该项目是落实国家“东数西算”战略、推动庆阳数据中心集群绿电供应的重要举措。 2、据2026年3月28日年报，公司为集火电、水电、风电、光伏为一体的综合性能源电力上市公司，形成了“风光水火储”多能互补的电源结构，截至2025年末已发电控股装机容量为953.97万千瓦。 3、据2025年年度报告，公司控股股东为甘肃省电力投资集团有限责任公司，最终控制人为甘肃省人民政府国有资产监督管理委员会。	公司拟投资43.77亿元建设庆阳东数西算产业园区绿电聚合试点项目二期100万千瓦新能源项目	2026-03-10\|8.29\|-1.89\|8.37\|8.51\|8.23\|695767;2026-03-11\|8.47\|2.17\|8.35\|8.51\|8.12\|742238;2026-03-12\|8.89\|4.96\|8.48\|9.08\|8.31\|1336766;2026-03-13\|8.35\|-6.07\|8.77\|8.80\|8.32\|1087532;2026-03-16\|8.07\|-3.35\|8.31\|8.41\|8.02\|737872;2026-03-17\|7.98\|-1.12\|8.07\|8.20\|7.96\|464498;2026-03-18\|8.10\|1.50\|8.05\|8.25\|8.03\|408957;2026-03-19\|8.21\|1.36\|8.05\|8.28\|7.98\|515400;2026-03-20\|8.50\|3.53\|8.25\|9.03\|8.19\|1437714;2026-03-23\|8.12\|-4.47\|8.35\|8.58\|8.03\|1184720;2026-03-24\|8.41\|3.57\|8.08\|8.42\|8.00\|919916;2026-03-25\|9.25\|9.99\|8.47\|9.25\|8.39\|1622496;2026-03-26\|8.96\|-3.14\|9.25\|9.33\|8.73\|1782372;2026-03-27\|8.61\|-3.91\|8.83\|8.95\|8.48\|1076475;2026-03-30\|7.96\|-7.55\|8.51\|8.69\|7.76\|1075885;2026-03-31\|7.66\|-3.77\|7.82\|7.96\|7.60\|764116;2026-04-01\|7.47\|-2.48\|7.78\|7.84\|7.40\|750743;2026-04-02\|7.27\|-2.68\|7.47\|7.54\|7.20\|563962;2026-04-03\|7.18\|-1.24\|7.29\|7.50\|7.16\|537607;2026-04-07\|7.16\|-0.28\|7.26\|7.29\|7.11\|338219;2026-04-08\|7.36\|2.79\|7.25\|7.38\|7.21\|497855;2026-04-09\|7.21\|-2.04\|7.29\|7.29\|7.17\|351609;2026-04-10\|7.27\|0.83\|7.23\|7.34\|7.21\|295692;2026-04-13\|8.00\|10.04\|7.97\|8.00\|7.97\|397381;2026-04-14\|8.15\|1.88\|8.06\|8.34\|7.84\|1511078;2026-04-15\|8.02\|-1.60\|8.06\|8.13\|7.82\|874984;2026-04-16\|8.13\|1.37\|8.00\|8.29\|7.88\|687887;2026-04-17\|8.27\|1.72\|8.08\|8.35\|8.04\|698716;2026-04-20\|8.22\|-0.60\|8.31\|8.43\|8.16\|689970;2026-04-21\|8.37\|1.82\|8.29\|8.78\|8.00\|891902;2026-04-22\|8.24\|-1.55\|8.20\|8.39\|8.14\|544233;2026-04-23\|8.53\|3.52\|8.25\|8.64\|8.09\|912744;2026-04-24\|8.23\|-3.52\|8.29\|8.52\|8.23\|565253;2026-04-27\|8.27\|0.49\|8.20\|8.47\|8.16\|554999;2026-04-28\|8.23\|-0.48\|8.20\|8.36\|8.10\|520460;2026-04-29\|8.36\|1.58\|8.20\|8.48\|8.15\|564902;2026-04-30\|8.06\|-3.59\|8.32\|8.34\|8.02\|618377;2026-05-06\|8.48\|5.21\|8.28\|8.60\|8.28\|790909;2026-05-07\|8.70\|2.59\|8.50\|8.90\|8.46\|708862;2026-05-08\|9.20\|5.75\|8.65\|9.57\|8.63\|1486498;2026-05-11\|10.12\|10.00\|9.44\|10.12\|9.35\|1592723;2026-05-12\|9.76\|-3.56\|10.14\|10.40\|9.61\|2041216;2026-05-13\|10.18\|4.30\|9.76\|10.52\|9.75\|1630284;2026-05-14\|9.61\|-5.60\|10.08\|10.61\|9.60\|1407062;2026-05-15\|9.29\|-3.33\|9.60\|9.70\|9.11\|980963;2026-05-18\|9.44\|1.61\|9.36\|9.71\|9.36\|758827;2026-05-19\|9.71\|2.86\|9.39\|9.78\|9.12\|808161;2026-05-20\|8.96\|-7.72\|9.55\|9.58\|8.92\|874520;2026-05-21\|8.98\|0.22\|8.93\|9.30\|8.91\|645870;2026-05-22\|8.78\|0.34\|8.77\|8.93\|8.56\|522175;2026-05-25\|9.01\|2.62\|8.76\|9.07\|8.76\|547840;2026-05-26\|8.81\|-2.22\|8.89\|8.93\|8.55\|590191;2026-05-27\|8.80\|-0.11\|8.76\|9.03\|8.65\|647269;2026-05-28\|9.68\|10.00\|9.00\|9.68\|9.00\|1551697;2026-05-29\|9.84\|1.65\|9.67\|10.16\|9.45\|1708518;2026-06-01\|9.63\|-2.13\|9.88\|9.94\|9.18\|1090320;2026-06-02\|10.08\|4.67\|9.55\|10.10\|9.26\|1170916;2026-06-03\|10.45\|3.67\|9.74\|10.91\|9.70\|1443790;2026-06-04\|9.78\|-6.41\|10.17\|10.36\|9.77\|1011005;2026-06-05\|9.20\|-5.93\|9.79\|10.07\|9.17\|789622;2026-06-08\|8.71\|-5.33\|8.83\|9.26\|8.70\|612556;2026-06-09\|8.90\|2.18\|8.80\|8.94\|8.40\|556505;2026-06-10\|8.25\|-7.30\|8.78\|8.78\|8.18\|568869;2026-06-11\|8.24\|-0.12\|8.21\|8.41\|8.19\|316636;2026-06-12\|8.32\|0.97\|8.30\|8.48\|8.25\|382796;2026-06-15\|8.44\|1.44\|8.33\|8.47\|8.28\|362720;2026-06-16\|9.28\|9.95\|8.83\|9.28\|8.76\|464177;2026-06-17\|9.22\|-0.65\|9.39\|9.78\|9.12\|1057753;2026-06-18\|8.59\|-6.83\|9.00\|9.15\|8.55\|897456;2026-06-22\|8.43\|-1.86\|8.47\|8.55\|8.25\|564090;2026-06-23\|8.15\|-3.32\|8.38\|8.49\|8.12\|493334;2026-06-24\|7.92\|-2.82\|8.16\|8.24\|7.88\|528102;2026-06-25\|7.75\|-2.15\|7.93\|7.95\|7.67\|457368;2026-06-26\|7.49\|-3.35\|7.75\|7.98\|7.48\|506430;2026-06-29\|7.81\|4.27\|7.48\|7.83\|7.37\|476503;2026-06-30\|7.60\|-2.69\|7.72\|7.74\|7.54\|312375;2026-07-01\|8.00\|5.26\|7.63\|8.20\|7.62\|505148;2026-07-02\|7.82\|-2.25\|7.89\|8.13\|7.78\|390008;2026-07-03\|7.75\|-0.90\|7.84\|7.95\|7.72\|257107;2026-07-06\|7.99\|3.10\|7.76\|8.06\|7.56\|484076;2026-07-07\|7.62\|-4.63\|7.90\|7.91\|7.61\|280962;2026-07-08\|7.48\|-1.84\|7.53\|7.65\|7.45\|180613;2026-07-09\|7.40\|-1.07\|7.45\|7.55\|7.19\|286422;2026-07-10\|7.28\|-1.62\|7.29\|7.47\|7.22\|304270;2026-07-13\|7.10\|-2.47\|7.29\|7.32\|7.06\|262293;2026-07-14\|7.16\|0.85\|7.05\|7.18\|7.04\|200766;2026-07-15\|7.35\|2.65\|7.16\|7.39\|7.11\|253923;2026-07-16\|7.23\|-1.63\|7.29\|7.42\|7.18\|199304;2026-07-17\|7.41\|2.49\|7.22\|7.58\|7.19\|435329
110427	我国首个大规模“算电协同”绿电直供项目正式投运	蒙电入苏+绿电直供+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月29日公告，董事会通过库布齐沙漠至江苏特高压通道配套4×660MW煤电及150万千瓦光伏治沙项目，总投资180.62亿元，并与江苏国信集团等设立合资公司推进“蒙电入苏”±800千伏特高压直流工程。 2、据上海证券报2026年5月12日报道，全国首个算电协同绿电直供项目——大唐中卫云基地50万千瓦光伏电站已于5月2日投运，公司绿电直供能力获政策与市场双重催化。 3、据2025年度报告，公司控股装机86.19GW，风电、光伏合计18.37GW，清洁能源占比42.99%，最终实控人为国务院国资委。	全资子公司西藏大唐国际怒江水电位于西藏自治区拉萨市，主要业务为水力发电	2026-03-10\|4.06\|0.00\|4.06\|4.14\|4.00\|1554095;2026-03-11\|4.16\|2.46\|4.09\|4.17\|3.97\|1898657;2026-03-12\|4.58\|10.10\|4.23\|4.58\|4.23\|1707457;2026-03-13\|4.74\|3.49\|4.90\|4.99\|4.63\|9925088;2026-03-16\|4.33\|-8.65\|4.60\|4.65\|4.27\|6547509;2026-03-17\|4.25\|-1.85\|4.26\|4.44\|4.20\|4393498;2026-03-18\|4.31\|1.41\|4.24\|4.44\|4.23\|3447424;2026-03-19\|4.18\|-3.02\|4.24\|4.31\|4.14\|3246622;2026-03-20\|4.20\|0.48\|4.15\|4.38\|4.11\|3295385;2026-03-23\|4.03\|-4.05\|4.08\|4.20\|4.00\|2840977;2026-03-24\|4.24\|5.21\|4.10\|4.25\|4.06\|3351294;2026-03-25\|4.46\|5.19\|4.18\|4.52\|4.18\|4911186;2026-03-26\|4.39\|-1.57\|4.40\|4.48\|4.36\|3529491;2026-03-27\|4.48\|2.05\|4.33\|4.59\|4.33\|3650520;2026-03-30\|4.13\|-7.81\|4.40\|4.44\|4.11\|3471033;2026-03-31\|3.94\|-4.60\|4.11\|4.15\|3.94\|2675114;2026-04-01\|3.94\|0.00\|4.02\|4.05\|3.89\|1951750;2026-04-02\|3.84\|-2.54\|3.94\|3.97\|3.81\|1853681;2026-04-03\|3.71\|-3.39\|3.83\|3.84\|3.68\|1723447;2026-04-07\|3.73\|0.54\|3.71\|3.77\|3.68\|1107718;2026-04-08\|3.84\|2.95\|3.80\|3.85\|3.77\|1666487;2026-04-09\|3.84\|0.00\|3.83\|3.88\|3.78\|1431517;2026-04-10\|3.81\|-0.78\|3.86\|3.87\|3.80\|1296570;2026-04-13\|3.83\|0.52\|3.79\|3.83\|3.76\|1028760;2026-04-14\|3.87\|1.04\|3.84\|3.90\|3.83\|1249895;2026-04-15\|3.89\|0.52\|3.88\|3.91\|3.84\|1271356;2026-04-16\|3.87\|-0.51\|3.88\|3.89\|3.84\|909091;2026-04-17\|3.89\|0.52\|3.88\|3.91\|3.85\|1157217;2026-04-20\|3.96\|1.80\|3.88\|3.96\|3.87\|1558481;2026-04-21\|4.11\|3.79\|3.96\|4.12\|3.91\|2531515;2026-04-22\|4.15\|0.97\|4.08\|4.16\|4.06\|1853346;2026-04-23\|4.21\|1.45\|4.15\|4.22\|4.09\|2493146;2026-04-24\|4.07\|-3.33\|4.18\|4.20\|4.06\|2085600;2026-04-27\|4.05\|-0.49\|4.04\|4.10\|4.00\|1461497;2026-04-28\|4.04\|-0.25\|4.03\|4.06\|3.97\|1620128;2026-04-29\|4.29\|6.19\|4.12\|4.40\|4.12\|3619153;2026-04-30\|4.16\|-3.03\|4.24\|4.25\|4.15\|2040293;2026-05-06\|4.58\|10.10\|4.58\|4.58\|4.51\|3298102;2026-05-07\|5.04\|10.04\|4.98\|5.04\|4.88\|3340447;2026-05-08\|5.54\|9.92\|5.54\|5.54\|5.32\|12160814;2026-05-11\|6.09\|9.93\|6.00\|6.09\|5.88\|2783118;2026-05-12\|6.70\|10.02\|6.68\|6.70\|6.40\|6831487;2026-05-13\|7.37\|10.00\|7.14\|7.37\|7.08\|2435885;2026-05-14\|7.20\|-2.31\|8.11\|8.11\|7.20\|18564704;2026-05-15\|7.92\|10.00\|6.99\|7.92\|6.73\|15251770;2026-05-18\|7.93\|0.13\|7.68\|8.12\|7.63\|11762916;2026-05-19\|8.38\|5.67\|7.93\|8.64\|7.75\|12910503;2026-05-20\|7.54\|-10.02\|7.56\|8.18\|7.54\|5635818;2026-05-21\|7.05\|-6.50\|6.90\|7.83\|6.90\|9645388;2026-05-22\|6.89\|-2.27\|7.00\|7.16\|6.68\|7944991;2026-05-25\|7.40\|7.40\|6.80\|7.44\|6.80\|8799928;2026-05-26\|7.16\|-3.24\|7.39\|7.64\|7.10\|8150112;2026-05-27\|7.71\|7.68\|7.00\|7.80\|7.00\|9597919;2026-05-28\|8.00\|3.76\|7.73\|8.22\|7.50\|10734411;2026-05-29\|8.63\|7.88\|7.88\|8.79\|7.75\|11180220;2026-06-01\|8.37\|-3.01\|8.63\|8.70\|7.77\|9490346;2026-06-02\|9.18\|9.68\|8.10\|9.19\|7.93\|10089825;2026-06-03\|9.10\|-0.87\|8.32\|9.92\|8.32\|12197774;2026-06-04\|8.81\|-3.19\|8.90\|9.40\|8.71\|7627568;2026-06-05\|7.93\|-9.99\|8.72\|9.00\|7.93\|8005705;2026-06-08\|7.27\|-8.32\|7.65\|8.10\|7.16\|6278660;2026-06-09\|7.71\|6.05\|7.20\|7.78\|6.91\|7452503;2026-06-10\|7.76\|0.65\|7.50\|8.15\|7.42\|7419731;2026-06-11\|7.99\|2.96\|7.68\|8.15\|7.68\|6327931;2026-06-12\|8.09\|1.25\|7.91\|8.20\|7.80\|5242681;2026-06-15\|8.73\|7.91\|8.18\|8.77\|8.00\|6513060;2026-06-16\|8.70\|-0.34\|8.71\|8.90\|8.48\|6764913;2026-06-17\|9.13\|4.94\|8.85\|9.37\|8.47\|9708892;2026-06-18\|8.22\|-9.97\|8.94\|9.30\|8.22\|10067946;2026-06-22\|8.37\|1.82\|7.91\|8.88\|7.58\|9859951;2026-06-23\|8.34\|-0.36\|8.22\|8.51\|7.86\|8628104;2026-06-24\|7.82\|-6.24\|8.18\|8.25\|7.81\|6757211;2026-06-25\|7.47\|-4.48\|7.70\|8.10\|7.46\|7460421;2026-06-26\|7.32\|-2.01\|7.36\|7.87\|7.17\|6978079;2026-06-29\|7.04\|-3.83\|7.10\|7.35\|6.92\|5191889;2026-06-30\|7.08\|0.57\|6.97\|7.26\|6.55\|6922353;2026-07-01\|7.79\|10.03\|7.01\|7.79\|6.90\|7048531;2026-07-02\|7.33\|-5.91\|8.00\|8.20\|7.30\|8610636;2026-07-03\|7.67\|4.64\|7.30\|7.70\|7.18\|6478304;2026-07-06\|7.39\|-3.65\|7.60\|7.94\|7.36\|6013053;2026-07-07\|7.00\|-5.28\|7.22\|7.55\|6.90\|5943068;2026-07-08\|6.95\|-0.71\|6.90\|7.18\|6.78\|4274980;2026-07-09\|6.57\|-5.47\|6.82\|7.07\|6.42\|6163963;2026-07-10\|6.64\|1.07\|6.48\|6.84\|6.30\|6535785;2026-07-13\|5.98\|-9.94\|6.40\|6.47\|5.98\|5772377;2026-07-14\|5.88\|-1.67\|5.80\|5.97\|5.62\|4963945;2026-07-15\|5.78\|-1.70\|5.83\|6.02\|5.70\|3986898;2026-07-16\|5.69\|-1.56\|5.70\|5.88\|5.55\|4309591;2026-07-17\|5.80\|1.93\|5.69\|5.98\|5.59\|6545386
110426	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	人形机器人+PLC龙头+业绩增长 1、据2026年4月17日年报，公司已开发出完善的人形机器人核心零部件产品，包括无框力矩电机、空心杯电机、编码器等；据2026年6月2日业绩说明会公告，公司投资8亿元建设“机器人智能驱控系统生产项目”，正在加快建设无框电机等核心零部件全自动化产线，以满足下游客户订单预期。 2、据2026年6月2日业绩说明会公告，公司小型PLC国产市占率稳居第一，中型PLC快速增长，2026年将继续放量，伺服驱动系统在新能源、半导体、3C等高景气行业快速放量。 3、据2026年4月17日年报及2026年4月25日一季报，公司2025年全年营收20.14亿元，同比增长17.87%，首次突破20亿元大关；2026年一季度营收4.64亿元，同比增长19.57%。	公司已具备机器视觉核心零部件和系统解决方案、工业机器人、直线电机、智能机器人、智能工厂等软硬件技术、产品和系统解决方案，主要客户有：立讯精密、富士康、闻泰科技、信捷电气等	2026-03-10\|52.93\|2.02\|52.32\|52.96\|52.22\|16893;2026-03-11\|52.80\|-0.25\|52.90\|53.30\|52.55\|12232;2026-03-12\|52.09\|-1.34\|52.79\|52.89\|51.77\|10470;2026-03-13\|52.00\|-0.17\|52.01\|52.48\|51.60\|10249;2026-03-16\|52.20\|0.38\|51.98\|52.20\|50.96\|12550;2026-03-17\|51.30\|-1.72\|52.43\|52.60\|51.25\|10903;2026-03-18\|51.88\|1.13\|51.23\|51.88\|50.92\|7612;2026-03-19\|50.06\|-3.51\|51.20\|51.64\|50.00\|15244;2026-03-20\|49.72\|-0.68\|50.06\|50.65\|49.45\|11403;2026-03-23\|46.25\|-6.98\|49.02\|49.02\|46.10\|20704;2026-03-24\|47.81\|3.37\|47.40\|48.14\|46.43\|12328;2026-03-25\|49.20\|2.91\|48.80\|49.36\|48.00\|14094;2026-03-26\|48.83\|-0.75\|48.91\|49.46\|48.30\|10646;2026-03-27\|49.17\|0.70\|47.93\|49.35\|47.89\|10003;2026-03-30\|48.67\|-1.02\|48.20\|49.16\|48.20\|8847;2026-03-31\|48.05\|-1.27\|48.74\|49.18\|48.05\|8777;2026-04-01\|49.01\|2.00\|48.73\|49.36\|48.49\|10568;2026-04-02\|48.03\|-2.00\|48.76\|50.01\|47.75\|15796;2026-04-03\|47.83\|-0.42\|48.10\|48.45\|47.74\|7768;2026-04-07\|47.21\|-1.30\|48.10\|48.11\|47.01\|7814;2026-04-08\|49.41\|4.66\|48.45\|49.44\|48.30\|17435;2026-04-09\|48.29\|-2.27\|49.00\|49.00\|48.12\|13525;2026-04-10\|49.10\|1.68\|48.81\|49.80\|48.37\|15008;2026-04-13\|49.02\|-0.16\|48.79\|49.34\|48.62\|7781;2026-04-14\|49.90\|1.80\|49.48\|50.08\|49.12\|13284;2026-04-15\|49.28\|-1.24\|50.11\|50.66\|49.08\|19278;2026-04-16\|50.23\|1.93\|49.90\|50.68\|49.58\|17862;2026-04-17\|52.19\|3.90\|51.75\|52.24\|50.99\|30163;2026-04-20\|52.10\|-0.17\|52.76\|52.76\|51.50\|21670;2026-04-21\|51.69\|-0.79\|52.06\|52.08\|51.26\|12293;2026-04-22\|52.49\|1.55\|51.68\|52.49\|51.45\|13012;2026-04-23\|51.65\|-1.60\|52.49\|52.70\|51.33\|15029;2026-04-24\|51.90\|0.48\|51.68\|52.30\|51.30\|11079;2026-04-27\|52.67\|1.48\|50.64\|52.82\|50.55\|22513;2026-04-28\|51.82\|-1.61\|52.67\|52.75\|51.26\|16912;2026-04-29\|52.38\|1.08\|51.82\|52.50\|51.08\|13672;2026-04-30\|54.36\|3.78\|52.00\|54.50\|52.00\|31518;2026-05-06\|55.43\|1.97\|54.30\|57.18\|54.02\|36453;2026-05-07\|58.72\|5.94\|55.37\|59.60\|55.08\|54930;2026-05-08\|58.50\|-0.37\|58.40\|58.90\|57.50\|32044;2026-05-11\|64.27\|9.86\|59.19\|64.35\|59.19\|102286;2026-05-12\|61.28\|-4.65\|63.18\|63.63\|61.16\|44768;2026-05-13\|60.76\|-0.85\|60.70\|61.99\|59.91\|36207;2026-05-14\|58.98\|-2.93\|61.20\|61.27\|58.87\|37670;2026-05-15\|64.11\|8.70\|58.98\|64.88\|58.98\|104639;2026-05-18\|63.50\|-0.95\|64.71\|65.50\|63.50\|91924;2026-05-19\|65.50\|3.15\|64.08\|65.98\|63.51\|55338;2026-05-20\|64.66\|-1.28\|65.00\|66.60\|64.20\|40005;2026-05-21\|64.72\|0.09\|64.81\|67.29\|64.32\|55053;2026-05-22\|64.70\|-0.03\|65.04\|65.80\|63.63\|52221;2026-05-25\|63.30\|-2.16\|65.80\|65.88\|62.90\|38659;2026-05-26\|62.01\|-2.04\|63.10\|64.69\|61.00\|53623;2026-05-27\|58.08\|-6.34\|61.11\|62.00\|57.66\|58648;2026-05-28\|57.79\|-0.50\|58.00\|58.18\|55.10\|49853;2026-05-29\|53.58\|-7.29\|57.74\|58.50\|53.11\|37712;2026-06-01\|54.06\|0.90\|53.15\|54.64\|52.52\|39558;2026-06-02\|54.99\|1.72\|54.19\|57.71\|54.00\|41251;2026-06-03\|56.37\|2.51\|56.11\|59.61\|55.40\|50436;2026-06-04\|57.96\|2.82\|55.69\|59.14\|55.20\|40415;2026-06-05\|59.42\|2.52\|57.18\|60.95\|55.96\|46792;2026-06-08\|58.80\|-1.04\|57.60\|60.12\|57.35\|42873;2026-06-09\|58.45\|-0.60\|59.95\|60.85\|56.90\|47445;2026-06-10\|56.00\|-4.19\|57.70\|58.19\|55.55\|33509;2026-06-11\|54.01\|-3.55\|54.50\|55.94\|53.40\|32281;2026-06-12\|53.40\|-1.13\|54.90\|55.78\|52.72\|36211;2026-06-15\|55.10\|3.18\|53.36\|55.43\|53.36\|34847;2026-06-16\|55.62\|0.94\|55.11\|56.16\|54.45\|21845;2026-06-17\|55.25\|-0.67\|55.21\|55.70\|54.65\|19744;2026-06-18\|55.57\|0.58\|55.43\|56.74\|54.63\|26751;2026-06-22\|54.12\|-2.61\|55.60\|55.97\|52.41\|36060;2026-06-23\|53.95\|-0.31\|54.00\|54.96\|52.97\|20859;2026-06-24\|54.56\|1.13\|53.82\|54.99\|52.16\|30618;2026-06-25\|53.15\|-2.58\|54.50\|56.20\|52.90\|30547;2026-06-26\|51.20\|-3.67\|52.75\|53.10\|51.08\|31051;2026-06-29\|50.12\|-2.11\|51.02\|51.47\|48.69\|31380;2026-06-30\|52.87\|5.49\|50.87\|52.98\|50.15\|26498;2026-07-01\|54.43\|2.95\|52.87\|55.36\|52.50\|31188;2026-07-02\|59.87\|9.99\|55.65\|59.87\|55.01\|52134;2026-07-03\|60.88\|1.69\|61.37\|62.42\|58.54\|103694;2026-07-06\|58.75\|-3.50\|60.00\|61.60\|58.65\|55775;2026-07-07\|59.67\|1.57\|59.02\|62.38\|58.99\|55670;2026-07-08\|57.23\|-4.09\|59.00\|59.86\|57.08\|41724;2026-07-09\|57.85\|1.08\|56.97\|58.38\|55.69\|34243;2026-07-10\|56.97\|-1.52\|58.69\|59.65\|56.90\|46034;2026-07-13\|55.55\|-2.49\|56.30\|58.66\|54.51\|42229;2026-07-14\|53.50\|-3.69\|55.56\|57.57\|52.76\|36400;2026-07-15\|54.81\|2.45\|53.53\|56.50\|52.70\|33648;2026-07-16\|52.71\|-3.83\|54.11\|55.29\|52.43\|29471;2026-07-17\|49.90\|-5.33\|52.51\|53.25\|49.21\|39612
110425	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	电源产品+机器人+墨西哥扩产行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、公司主营各类磁性元器件及开关电源产品，广泛应用于汽车电子、光伏储能、充电桩、AI 服务器电源、消费电子等；目前重点研发 SST 高频变压器、高度集成磁性元器件及自循环液冷等，暂无对外收购资产的计划，专注主业及海内外产能布局。 2、据2026年3月27日年报，公司机器人能源管理项目已至工程样机验证阶段，配套扫地机自动洗拖、抑菌等功能，并同步开发2kW双向逆变储能产品抢占户储红利。 3、据2026年3月27日公告，拟定向增发募资6.5亿元，其中4.5亿元用于墨西哥生产基地，建设期36个月，将新增北美电源产能并与越南基地协同。	1、公司向机器人充电站供应电源控制板、机器狗充电电源，60W-150W机器人/机器狗电源已量产或处于验证阶段； 2、公司是电子变压器主力企业之一，公司已有变压器电感应用于液冷设备和低空经济领域	2026-03-10\|26.16\|5.14\|25.38\|26.80\|24.76\|212857;2026-03-11\|28.78\|10.02\|26.46\|28.78\|26.46\|229249;2026-03-12\|26.99\|-6.22\|28.24\|28.50\|26.73\|309378;2026-03-13\|25.24\|-6.48\|26.38\|26.40\|25.16\|215873;2026-03-16\|24.86\|-1.51\|25.30\|25.60\|24.20\|148981;2026-03-17\|23.73\|-4.55\|24.97\|25.00\|23.61\|139001;2026-03-18\|24.84\|4.68\|23.73\|25.16\|23.73\|132804;2026-03-19\|23.56\|-5.15\|24.35\|24.49\|23.37\|111519;2026-03-20\|22.75\|-3.44\|23.72\|23.91\|22.71\|129752;2026-03-23\|21.68\|-4.70\|22.35\|23.16\|21.56\|131237;2026-03-24\|22.05\|1.71\|22.30\|22.53\|21.44\|88246;2026-03-25\|23.78\|7.85\|22.23\|24.20\|22.23\|165325;2026-03-26\|26.16\|10.01\|23.75\|26.16\|23.50\|322117;2026-03-27\|23.54\|-10.02\|25.20\|25.60\|23.54\|313652;2026-03-30\|22.68\|-3.65\|22.59\|23.10\|22.24\|267037;2026-03-31\|21.02\|-7.32\|22.55\|22.59\|21.02\|216754;2026-04-01\|21.19\|0.81\|21.43\|21.65\|21.00\|122766;2026-04-02\|20.62\|-2.69\|21.00\|21.39\|20.25\|117210;2026-04-03\|20.09\|-2.57\|20.60\|20.68\|20.00\|72140;2026-04-07\|19.94\|-0.75\|20.25\|20.55\|19.83\|74332;2026-04-08\|21.38\|7.22\|20.51\|21.42\|20.51\|123699;2026-04-09\|22.03\|3.04\|21.00\|22.39\|20.97\|132850;2026-04-10\|22.27\|1.09\|22.23\|22.58\|21.82\|147221;2026-04-13\|22.14\|-0.58\|22.00\|22.48\|21.85\|83967;2026-04-14\|22.49\|1.58\|22.40\|22.65\|22.21\|85523;2026-04-15\|22.07\|-1.87\|22.59\|22.92\|21.96\|98898;2026-04-16\|22.17\|0.45\|22.06\|22.21\|21.71\|76836;2026-04-17\|23.06\|4.01\|22.17\|23.72\|22.03\|174596;2026-04-20\|23.05\|-0.04\|23.06\|23.56\|22.75\|126270;2026-04-21\|21.48\|-6.81\|22.90\|22.96\|21.08\|225239;2026-04-22\|21.86\|1.77\|21.44\|21.87\|21.10\|116311;2026-04-23\|21.86\|0.00\|21.86\|22.59\|21.54\|106996;2026-04-24\|21.43\|-1.97\|21.70\|22.00\|21.34\|67002;2026-04-27\|21.20\|-1.07\|21.51\|21.79\|21.08\|87699;2026-04-28\|19.08\|-10.00\|19.95\|20.35\|19.08\|183344;2026-04-29\|19.62\|2.83\|18.49\|19.77\|18.48\|131976;2026-04-30\|19.31\|-1.58\|19.64\|19.78\|19.15\|110409;2026-05-06\|19.63\|1.66\|19.50\|19.87\|19.50\|86567;2026-05-07\|20.63\|5.09\|19.78\|20.75\|19.78\|110832;2026-05-08\|20.69\|0.29\|20.60\|20.87\|20.27\|79075;2026-05-11\|22.42\|8.36\|20.84\|22.76\|20.84\|261981;2026-05-12\|22.12\|-1.34\|22.58\|22.58\|21.06\|255668;2026-05-13\|24.33\|9.99\|22.19\|24.33\|22.05\|197422;2026-05-14\|26.76\|9.99\|25.00\|26.76\|24.99\|579713;2026-05-15\|25.43\|-4.25\|26.41\|26.95\|24.88\|415785;2026-05-18\|25.08\|-1.38\|25.43\|25.66\|24.46\|268361;2026-05-19\|27.59\|10.01\|25.00\|27.59\|24.86\|297359;2026-05-20\|30.35\|10.00\|29.33\|30.35\|28.56\|427539;2026-05-21\|28.20\|-7.08\|30.36\|30.66\|28.05\|539524;2026-05-22\|28.87\|2.38\|28.75\|30.46\|28.27\|395927;2026-05-25\|28.31\|-1.94\|29.33\|29.89\|27.78\|296591;2026-05-26\|28.54\|0.81\|28.10\|29.97\|27.36\|429552;2026-05-27\|30.14\|5.61\|28.54\|31.23\|28.11\|461623;2026-05-28\|29.96\|-0.60\|29.12\|30.63\|28.70\|474662;2026-05-29\|27.72\|-7.48\|29.40\|29.42\|27.39\|346656;2026-06-01\|26.99\|-2.63\|27.80\|28.32\|26.52\|238714;2026-06-02\|26.37\|-2.30\|26.67\|27.18\|25.70\|179583;2026-06-03\|25.40\|-3.68\|26.11\|27.33\|25.02\|310976;2026-06-04\|25.20\|-0.79\|24.90\|26.09\|24.90\|156189;2026-06-05\|26.01\|3.21\|25.05\|26.70\|23.41\|296566;2026-06-08\|24.06\|-7.50\|25.63\|26.15\|23.86\|184447;2026-06-09\|24.82\|3.16\|25.26\|25.28\|24.10\|155177;2026-06-10\|23.37\|-5.84\|24.80\|24.81\|23.08\|142136;2026-06-11\|22.52\|-3.64\|23.18\|23.35\|22.27\|128690;2026-06-12\|22.05\|-2.09\|23.15\|24.26\|21.86\|164541;2026-06-15\|23.36\|5.94\|22.34\|23.37\|22.34\|159398;2026-06-16\|25.70\|10.02\|23.66\|25.70\|23.20\|105956;2026-06-17\|24.69\|-3.93\|25.83\|26.18\|24.55\|333723;2026-06-18\|24.37\|-1.30\|24.57\|24.84\|24.20\|191867;2026-06-22\|25.03\|2.71\|24.70\|25.96\|24.50\|326777;2026-06-23\|24.21\|-3.28\|24.99\|25.37\|24.03\|276855;2026-06-24\|23.84\|-1.53\|23.72\|24.55\|22.99\|185807;2026-06-25\|22.70\|-4.78\|23.85\|23.90\|22.53\|172302;2026-06-26\|21.52\|-5.20\|22.57\|23.35\|21.40\|176573;2026-06-29\|20.83\|-3.21\|21.51\|22.70\|20.20\|152389;2026-06-30\|21.05\|1.06\|20.98\|21.28\|20.42\|124755;2026-07-01\|20.68\|-1.76\|21.16\|21.58\|20.54\|149940;2026-07-02\|19.70\|-4.74\|20.22\|20.65\|19.63\|154020;2026-07-03\|19.92\|1.12\|19.70\|20.54\|19.60\|126188;2026-07-06\|20.02\|0.50\|19.93\|21.40\|19.80\|197028;2026-07-07\|18.79\|-6.14\|19.90\|20.17\|18.75\|160096;2026-07-08\|17.56\|-6.55\|18.85\|19.03\|17.50\|172332;2026-07-09\|17.75\|1.08\|17.58\|17.83\|16.80\|139710;2026-07-10\|17.40\|-1.97\|17.72\|18.02\|17.37\|118108;2026-07-13\|15.93\|-8.45\|17.23\|17.30\|15.83\|155575;2026-07-14\|16.20\|1.69\|16.00\|16.25\|15.37\|114616;2026-07-15\|15.84\|-2.22\|16.21\|16.59\|15.73\|106902;2026-07-16\|15.26\|-3.66\|15.50\|15.93\|15.16\|104550;2026-07-17\|14.23\|-6.75\|15.20\|15.36\|14.09\|138769
110424	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	人形机器人+腱绳+胎圈钢丝+商业航天行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2025年4月23日公司官微，公司全资子公司山东大业机器人科技有限公司与北京邮电大学就人形机器人腱绳材料与感知功能探索签订开发服务协议，推进腱绳产品研发并小批量送样；据2025年12月30日公告，公司机器人腱绳产品已小批量送样，目前未产生实质性收益。 2、据2026年4月23日年报，公司主营胎圈钢丝、钢帘线及胶管钢丝，是国内规模最大的胎圈钢丝制造企业，完成对胜通钢帘线的收购后，跻身国内外钢帘线核心供应商行列。 3、据2026年1月1日公告，公司持有湖北三江航天江北机械工程有限公司4.216%的股权，该公司主要从事航天动力系统等研发生产，属于财务性投资，对公司业绩影响甚微。	1、公司投资联营企业湖北三江航天江北机械工程主要从事航天动力系统、天线罩等航天型号产品及特种压力容器产品、高端机电成套装备、先进激光应用设备等民用产品； 2、公司人形机器人灵巧手用钢丝尚处于市场调研和研究开发阶段	2026-03-10\|11.89\|1.71\|11.79\|11.94\|11.77\|64240;2026-03-11\|11.73\|-1.35\|11.93\|12.00\|11.68\|56152;2026-03-12\|11.51\|-1.88\|11.73\|11.75\|11.47\|65780;2026-03-13\|11.38\|-1.13\|11.42\|11.60\|11.35\|66821;2026-03-16\|11.47\|0.79\|11.30\|11.53\|11.30\|57332;2026-03-17\|11.23\|-2.09\|11.43\|11.57\|11.23\|55266;2026-03-18\|11.42\|1.69\|11.23\|11.44\|11.16\|57326;2026-03-19\|11.12\|-2.63\|11.30\|11.34\|11.05\|65691;2026-03-20\|10.83\|-2.61\|11.14\|11.21\|10.83\|63472;2026-03-23\|10.30\|-4.89\|10.73\|10.80\|10.20\|101430;2026-03-24\|10.70\|3.88\|10.51\|10.73\|10.31\|92643;2026-03-25\|10.87\|1.59\|10.77\|10.89\|10.73\|67161;2026-03-26\|10.68\|-1.75\|10.98\|11.00\|10.61\|58464;2026-03-27\|10.81\|1.22\|10.55\|10.81\|10.54\|49272;2026-03-30\|10.99\|1.67\|10.71\|11.10\|10.69\|79060;2026-03-31\|10.94\|-0.46\|10.98\|11.25\|10.93\|76173;2026-04-01\|11.00\|0.55\|10.94\|11.11\|10.81\|60612;2026-04-02\|10.81\|-1.73\|10.91\|11.02\|10.72\|48504;2026-04-03\|10.49\|-2.96\|10.82\|10.85\|10.44\|43402;2026-04-07\|10.59\|0.95\|10.49\|10.70\|10.47\|49361;2026-04-08\|10.99\|3.78\|10.79\|10.99\|10.78\|74226;2026-04-09\|10.71\|-2.55\|10.90\|10.90\|10.68\|60136;2026-04-10\|10.79\|0.75\|10.73\|11.01\|10.73\|63247;2026-04-13\|10.80\|0.09\|10.70\|10.87\|10.70\|43481;2026-04-14\|10.90\|0.93\|10.87\|10.91\|10.70\|73450;2026-04-15\|10.83\|-0.64\|10.99\|11.04\|10.83\|66645;2026-04-16\|10.92\|0.83\|10.84\|11.00\|10.83\|54079;2026-04-17\|12.01\|9.98\|10.95\|12.01\|10.95\|273768;2026-04-20\|12.65\|5.33\|12.29\|12.95\|12.12\|708987;2026-04-21\|13.24\|4.66\|12.32\|13.91\|12.31\|677309;2026-04-22\|12.82\|-3.17\|12.80\|13.09\|12.50\|467928;2026-04-23\|13.20\|2.96\|12.70\|13.40\|12.38\|542123;2026-04-24\|12.45\|-5.68\|12.82\|12.88\|12.30\|361623;2026-04-27\|11.91\|-4.34\|12.26\|12.30\|11.75\|280265;2026-04-28\|11.44\|-3.95\|12.00\|12.04\|11.36\|211701;2026-04-29\|11.64\|1.75\|11.44\|11.87\|11.30\|183093;2026-04-30\|11.20\|-3.78\|11.10\|11.39\|10.82\|243855;2026-05-06\|12.32\|10.00\|11.34\|12.32\|11.29\|187425;2026-05-07\|13.55\|9.98\|12.41\|13.55\|12.21\|412111;2026-05-08\|14.91\|10.04\|14.00\|14.91\|13.41\|616436;2026-05-11\|15.35\|2.95\|16.39\|16.40\|14.42\|1140495;2026-05-12\|15.78\|2.80\|14.90\|16.21\|14.28\|971084;2026-05-13\|15.29\|-3.11\|15.16\|16.11\|14.61\|704713;2026-05-14\|15.42\|0.85\|15.00\|16.82\|14.82\|967996;2026-05-15\|16.96\|9.99\|14.80\|16.96\|14.80\|763539;2026-05-18\|17.07\|0.65\|16.85\|18.25\|16.35\|1094444;2026-05-19\|16.47\|-3.51\|15.83\|17.49\|15.83\|812637;2026-05-20\|14.82\|-10.02\|16.29\|16.44\|14.82\|571428;2026-05-21\|13.86\|-6.48\|14.50\|14.82\|13.78\|697203;2026-05-22\|14.18\|2.31\|14.05\|14.97\|13.95\|513608;2026-05-25\|13.34\|-5.92\|14.40\|14.52\|13.26\|459718;2026-05-26\|14.14\|6.00\|13.97\|14.67\|13.97\|582690;2026-05-27\|12.73\|-9.97\|13.91\|13.99\|12.73\|447189;2026-05-28\|12.80\|0.55\|12.59\|13.28\|12.42\|471880;2026-05-29\|12.19\|-4.77\|12.83\|12.90\|12.15\|254018;2026-06-01\|12.28\|0.74\|12.13\|12.60\|11.98\|237833;2026-06-02\|12.58\|2.44\|12.48\|12.89\|12.07\|309089;2026-06-03\|12.25\|-2.62\|12.34\|12.68\|12.02\|319596;2026-06-04\|12.41\|1.31\|12.04\|12.62\|11.84\|285066;2026-06-05\|12.85\|3.55\|12.25\|13.20\|11.91\|469554;2026-06-08\|14.14\|10.04\|12.29\|14.14\|12.15\|577955;2026-06-09\|13.51\|-4.46\|14.38\|14.82\|13.41\|698339;2026-06-10\|12.89\|-4.59\|13.45\|13.68\|12.51\|494950;2026-06-11\|12.06\|-6.44\|12.50\|12.77\|11.90\|407562;2026-06-12\|11.83\|-1.91\|12.18\|12.36\|11.62\|349276;2026-06-15\|12.60\|6.51\|11.88\|12.93\|11.88\|342045;2026-06-16\|12.87\|2.14\|12.63\|13.02\|12.40\|279209;2026-06-17\|12.57\|-2.33\|12.65\|13.13\|12.50\|206509;2026-06-18\|12.54\|-0.24\|12.50\|12.77\|12.26\|189549;2026-06-22\|11.98\|-4.47\|12.40\|12.49\|11.55\|260000;2026-06-23\|12.00\|0.17\|11.85\|12.53\|11.70\|224149;2026-06-24\|11.68\|-2.67\|12.02\|12.07\|11.50\|195136;2026-06-25\|11.18\|-4.28\|11.56\|11.67\|11.15\|176918;2026-06-26\|10.81\|-3.31\|11.13\|11.17\|10.77\|147381;2026-06-29\|10.47\|-3.15\|10.69\|10.79\|10.20\|180803;2026-06-30\|10.87\|3.82\|10.55\|10.95\|10.43\|165175;2026-07-01\|11.02\|1.38\|10.97\|11.20\|10.83\|178846;2026-07-02\|11.01\|-0.09\|11.04\|11.77\|10.95\|245054;2026-07-03\|12.11\|9.99\|11.15\|12.11\|11.10\|294425;2026-07-06\|10.90\|-9.99\|12.22\|12.24\|10.90\|373801;2026-07-07\|10.27\|-5.78\|10.90\|11.29\|10.27\|281934;2026-07-08\|9.65\|-6.04\|10.28\|10.28\|9.64\|204441;2026-07-09\|9.57\|-0.83\|9.65\|9.78\|9.23\|153674;2026-07-10\|10.05\|5.02\|9.41\|10.53\|9.41\|302181;2026-07-13\|9.35\|-6.97\|9.95\|9.99\|9.31\|195534;2026-07-14\|9.30\|-0.53\|9.44\|9.46\|8.98\|138071;2026-07-15\|9.34\|0.43\|9.08\|9.52\|9.06\|124960;2026-07-16\|9.26\|-0.86\|9.19\|9.49\|9.18\|122038;2026-07-17\|8.68\|-6.26\|9.14\|9.35\|8.52\|155913
110423	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	2026中报预增+人形机器人+灵巧手行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年7月2日公告，公司预计2026年上半年归母净利润1.84亿元至1.96亿元，同比增长55%至65%，主要系下游自动化设备市场回暖、公司订单好转及新兴业务放量带动。 2、据2026年5月14日机构调研，公司无框力矩电机2025年交付超12万台，同比增20倍以上；行星关节模组、谐波关节模组及21自由度灵巧手已获数十家主流人形机器人客户订单并批量供货，正建设年产200万台自动化产线。 3、公司是智能装备运动控制领域的行业领军企业，深耕智能制造主赛道，并以机器人核心部件为第二增长曲线，其机器人产品已进入国内80%主流人形机器人厂商供应体系。	国内智能装备运动控制领域龙头	2026-03-10\|38.55\|2.58\|37.99\|38.62\|37.75\|43100;2026-03-11\|38.58\|0.08\|38.41\|38.77\|38.27\|34551;2026-03-12\|37.87\|-1.84\|38.38\|38.61\|37.73\|29462;2026-03-13\|38.53\|1.74\|37.87\|39.74\|37.50\|66822;2026-03-16\|37.93\|-1.56\|38.46\|38.48\|37.50\|32064;2026-03-17\|37.29\|-1.69\|38.15\|38.30\|37.29\|25847;2026-03-18\|37.63\|0.91\|37.47\|37.72\|37.01\|24388;2026-03-19\|36.70\|-2.47\|37.41\|37.48\|36.50\|31403;2026-03-20\|35.58\|-3.05\|36.91\|36.98\|35.58\|37158;2026-03-23\|34.87\|-2.00\|35.02\|36.10\|34.61\|48083;2026-03-24\|35.39\|1.49\|35.53\|35.85\|34.32\|38163;2026-03-25\|35.58\|0.54\|35.40\|35.97\|35.37\|29141;2026-03-26\|35.69\|0.31\|35.90\|36.57\|35.61\|36102;2026-03-27\|35.67\|-0.06\|35.01\|35.93\|35.01\|23524;2026-03-30\|35.31\|-1.01\|35.18\|35.66\|35.00\|21129;2026-03-31\|35.60\|0.82\|35.32\|36.00\|35.29\|25927;2026-04-01\|36.50\|2.53\|36.10\|36.85\|35.86\|39718;2026-04-02\|36.44\|-0.16\|36.33\|36.63\|35.90\|34358;2026-04-03\|37.06\|1.70\|36.43\|37.27\|36.30\|40172;2026-04-07\|36.58\|-1.30\|37.20\|37.28\|36.21\|34044;2026-04-08\|38.29\|4.67\|37.10\|38.55\|36.94\|66152;2026-04-09\|37.68\|-1.59\|37.86\|37.94\|37.54\|32643;2026-04-10\|39.25\|4.17\|37.91\|39.78\|37.90\|82196;2026-04-13\|39.30\|0.13\|38.87\|39.70\|38.75\|44614;2026-04-14\|39.85\|1.40\|39.44\|39.95\|39.29\|54179;2026-04-15\|39.21\|-1.61\|39.88\|40.05\|39.12\|42419;2026-04-16\|39.65\|1.12\|39.49\|39.83\|39.30\|38248;2026-04-17\|39.89\|0.61\|39.57\|40.00\|39.40\|44894;2026-04-20\|39.67\|-0.55\|40.15\|40.19\|39.54\|40184;2026-04-21\|40.47\|2.02\|39.60\|40.69\|39.33\|53132;2026-04-22\|41.21\|1.83\|40.20\|41.48\|40.18\|48016;2026-04-23\|41.85\|1.55\|42.82\|43.53\|41.74\|141563;2026-04-24\|42.27\|1.00\|42.49\|42.84\|41.86\|86136;2026-04-27\|44.47\|5.20\|42.50\|44.62\|42.50\|130705;2026-04-28\|42.89\|-3.55\|43.88\|44.16\|42.63\|82333;2026-04-29\|43.47\|1.35\|42.80\|44.28\|42.71\|62899;2026-04-30\|43.88\|0.94\|43.50\|44.31\|43.00\|72937;2026-05-06\|44.39\|1.16\|44.00\|45.00\|43.76\|97987;2026-05-07\|45.01\|1.40\|44.38\|45.19\|43.81\|85899;2026-05-08\|49.51\|10.00\|46.52\|49.51\|46.52\|324689;2026-05-11\|53.91\|8.89\|50.07\|54.46\|49.18\|513962;2026-05-12\|53.61\|-0.56\|54.00\|55.20\|52.83\|288429;2026-05-13\|52.96\|-1.21\|53.62\|53.90\|52.66\|168725;2026-05-14\|54.36\|2.64\|53.91\|56.50\|53.18\|230054;2026-05-15\|59.80\|10.01\|55.00\|59.80\|54.68\|207368;2026-05-18\|65.09\|8.85\|61.59\|65.78\|61.50\|434100;2026-05-19\|66.39\|2.00\|65.00\|66.94\|64.20\|358784;2026-05-20\|63.15\|-4.88\|65.74\|66.86\|63.07\|320245;2026-05-21\|62.81\|-0.54\|63.02\|66.35\|61.57\|347833;2026-05-22\|61.03\|-2.83\|62.78\|62.97\|59.89\|289189;2026-05-25\|61.10\|0.11\|61.49\|62.11\|59.87\|218890;2026-05-26\|59.24\|-3.04\|61.23\|63.00\|58.20\|340978;2026-05-27\|56.35\|-4.88\|58.55\|60.28\|55.96\|278625;2026-05-28\|56.99\|1.14\|56.79\|57.69\|55.56\|193912;2026-05-29\|54.52\|-4.33\|57.01\|57.83\|53.92\|157899;2026-06-01\|51.79\|-5.01\|53.97\|54.54\|51.60\|133741;2026-06-02\|51.32\|-0.91\|52.38\|52.74\|50.91\|117821;2026-06-03\|52.50\|2.30\|51.34\|54.59\|50.73\|158883;2026-06-04\|53.16\|1.26\|52.40\|54.44\|52.12\|126761;2026-06-05\|55.69\|4.76\|53.00\|57.27\|51.05\|225776;2026-06-08\|54.70\|-1.78\|53.01\|56.56\|53.00\|236493;2026-06-09\|54.86\|0.29\|55.79\|55.99\|53.61\|195423;2026-06-10\|52.52\|-4.27\|54.12\|55.44\|51.80\|167123;2026-06-11\|51.11\|-2.68\|52.02\|52.52\|50.63\|144759;2026-06-12\|50.51\|-1.17\|51.68\|52.94\|49.98\|134282;2026-06-15\|51.39\|1.74\|50.42\|51.85\|49.87\|101461;2026-06-16\|52.95\|3.04\|51.10\|53.78\|50.90\|94612;2026-06-17\|55.96\|5.68\|52.63\|56.25\|52.01\|179305;2026-06-18\|55.33\|-1.13\|55.77\|55.99\|54.00\|131475;2026-06-22\|53.43\|-3.43\|55.00\|55.30\|51.90\|141079;2026-06-23\|53.89\|0.86\|52.90\|55.67\|51.79\|116404;2026-06-24\|53.14\|-1.39\|53.98\|54.66\|51.58\|98152;2026-06-25\|52.33\|-1.52\|53.14\|54.74\|51.80\|92479;2026-06-26\|51.65\|-1.30\|51.90\|54.26\|50.80\|128275;2026-06-29\|52.06\|0.79\|51.65\|52.52\|49.32\|124791;2026-06-30\|55.78\|7.15\|52.30\|56.11\|51.85\|165620;2026-07-01\|57.48\|3.05\|55.82\|58.38\|55.82\|217207;2026-07-02\|63.23\|10.00\|63.23\|63.23\|63.23\|35516;2026-07-03\|69.55\|10.00\|69.55\|69.55\|69.55\|55206;2026-07-06\|73.27\|5.35\|75.00\|76.51\|72.50\|594121;2026-07-07\|69.30\|-5.42\|72.85\|73.49\|68.32\|404104;2026-07-08\|64.12\|-7.47\|67.82\|68.58\|63.33\|251238;2026-07-09\|65.14\|1.59\|64.81\|65.94\|62.32\|174861;2026-07-10\|66.01\|1.34\|64.77\|70.50\|64.64\|247373;2026-07-13\|61.75\|-6.45\|64.65\|66.30\|61.50\|184645;2026-07-14\|61.60\|-0.24\|62.50\|62.99\|60.13\|126928;2026-07-15\|61.84\|0.80\|62.45\|62.90\|59.80\|157894;2026-07-16\|58.51\|-5.38\|60.54\|62.25\|58.16\|167111;2026-07-17\|56.00\|-4.29\|59.10\|59.48\|55.00\|172203
110422	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	涨停揭秘：一季度净利润预增1347.69%–1554.50%，主因产品提价策略见效叠加棉花及染化料成本上涨顺利传导至下游；涨停缘由：纺织印染行业集中度提升；高端色纺纱议价能力增强；原材料涨价推动产品结构升级；资金逻辑：主力资金单日净流入超9000万元，游资与量化资金共同参与，换手率升至21.3%，反映高弹性业绩标的受追捧；风险提示：下游服装需求恢复不及预期将压制提价持续性；棉价若高位回落可能影响利润空间；出口订单受海外通胀制约	公司投资10亿元建设PEEK材料人形机器人轻量化与半导体精密注塑项目，已投产并获行星减速器公司样件订单，切入机器人轻量化赛道	2026-03-10\|15.33\|1.52\|15.33\|15.40\|15.18\|30361;2026-03-11\|15.14\|-1.24\|15.40\|15.52\|15.05\|34799;2026-03-12\|14.86\|-1.85\|15.14\|15.19\|14.77\|31816;2026-03-13\|14.58\|-1.88\|14.82\|15.05\|14.46\|30731;2026-03-16\|14.61\|0.21\|14.59\|14.76\|14.46\|29537;2026-03-17\|14.06\|-3.76\|14.66\|14.71\|14.01\|29233;2026-03-18\|14.29\|1.64\|14.06\|14.30\|14.03\|24609;2026-03-19\|13.91\|-2.66\|14.20\|14.24\|13.81\|23057;2026-03-20\|13.29\|-4.46\|13.91\|14.08\|13.26\|30430;2026-03-23\|12.69\|-4.51\|13.02\|13.35\|12.49\|34545;2026-03-24\|13.42\|5.75\|12.79\|13.44\|12.72\|37757;2026-03-25\|13.83\|3.06\|13.44\|13.83\|13.44\|26525;2026-03-26\|13.54\|-2.10\|13.80\|13.95\|13.41\|25500;2026-03-27\|13.86\|2.36\|13.48\|13.90\|13.38\|21132;2026-03-30\|14.50\|4.62\|13.78\|14.60\|13.59\|57358;2026-03-31\|14.23\|-1.86\|14.68\|15.28\|14.01\|87325;2026-04-01\|14.76\|3.72\|14.44\|14.88\|14.44\|60955;2026-04-02\|14.49\|-1.83\|14.76\|14.78\|14.26\|44699;2026-04-03\|14.00\|-3.38\|14.56\|14.56\|13.98\|28570;2026-04-07\|14.45\|3.21\|14.04\|14.50\|13.94\|37627;2026-04-08\|14.56\|0.76\|14.81\|14.81\|14.35\|35489;2026-04-09\|16.02\|10.03\|16.02\|16.02\|15.90\|88756;2026-04-10\|16.81\|4.93\|16.49\|17.46\|16.26\|269112;2026-04-13\|17.85\|6.19\|16.36\|18.49\|16.18\|258683;2026-04-14\|17.06\|-4.43\|17.29\|17.40\|16.61\|191242;2026-04-15\|16.55\|-2.99\|16.90\|16.96\|16.50\|132416;2026-04-16\|17.64\|6.59\|16.63\|17.79\|16.56\|180812;2026-04-17\|17.88\|1.36\|17.50\|18.49\|17.18\|155618;2026-04-20\|17.95\|0.39\|17.88\|18.24\|17.75\|100747;2026-04-21\|18.25\|1.67\|18.00\|19.08\|18.00\|110440;2026-04-22\|18.07\|-0.99\|18.11\|18.54\|17.85\|82040;2026-04-23\|17.77\|-1.66\|17.94\|18.30\|17.68\|69559;2026-04-24\|18.00\|1.29\|17.88\|18.14\|17.60\|55400;2026-04-27\|17.85\|-0.83\|17.90\|17.98\|17.50\|54022;2026-04-28\|17.42\|-2.41\|17.58\|17.90\|17.28\|61647;2026-04-29\|17.81\|2.24\|17.08\|17.96\|17.08\|63691;2026-04-30\|16.95\|-4.83\|17.70\|17.70\|16.60\|102835;2026-05-06\|16.41\|-3.19\|16.78\|16.81\|16.32\|178456;2026-05-07\|16.50\|0.55\|16.20\|16.74\|16.05\|131299;2026-05-08\|18.15\|10.00\|16.40\|18.15\|16.31\|153565;2026-05-11\|19.97\|10.03\|18.99\|19.97\|18.62\|207155;2026-05-12\|19.45\|-2.60\|19.97\|20.81\|19.02\|278514;2026-05-13\|19.07\|-1.95\|19.00\|19.25\|18.69\|227359;2026-05-14\|18.40\|-3.51\|19.11\|19.59\|18.35\|202957;2026-05-15\|18.82\|2.28\|18.73\|19.33\|18.38\|222589;2026-05-18\|17.67\|-6.11\|18.25\|18.69\|17.46\|206707;2026-05-19\|17.43\|-1.36\|17.50\|18.20\|17.09\|150023;2026-05-20\|17.73\|1.72\|17.25\|18.00\|16.85\|145667;2026-05-21\|16.82\|-5.13\|17.69\|17.98\|16.82\|132954;2026-05-22\|17.01\|1.13\|16.99\|17.48\|16.94\|140809;2026-05-25\|16.36\|-3.82\|17.04\|17.17\|16.28\|116212;2026-05-26\|15.50\|-5.26\|16.21\|16.31\|15.38\|120580;2026-05-27\|15.10\|-2.58\|15.40\|15.53\|14.94\|77201;2026-05-28\|15.11\|0.07\|15.13\|15.43\|14.84\|69925;2026-05-29\|14.74\|-2.45\|15.12\|15.29\|14.61\|68553;2026-06-01\|14.65\|-0.61\|14.74\|14.95\|14.46\|68301;2026-06-02\|14.41\|-1.64\|14.70\|14.77\|14.11\|63143;2026-06-03\|14.09\|-2.22\|14.28\|14.39\|14.05\|59759;2026-06-04\|13.81\|-1.99\|14.06\|14.16\|13.67\|76382;2026-06-05\|14.01\|1.45\|13.81\|14.23\|13.48\|77925;2026-06-08\|13.41\|-4.28\|13.65\|13.89\|13.16\|61595;2026-06-09\|13.44\|0.22\|13.47\|13.55\|13.23\|51097;2026-06-10\|13.13\|-2.31\|13.32\|13.44\|13.02\|48275;2026-06-11\|13.09\|-0.30\|13.14\|13.19\|12.90\|43410;2026-06-12\|13.34\|1.91\|13.28\|13.47\|13.01\|54275;2026-06-15\|13.71\|2.77\|13.37\|13.81\|13.37\|62636;2026-06-16\|13.65\|-0.44\|13.71\|13.82\|13.45\|54591;2026-06-17\|13.42\|-1.69\|13.52\|13.66\|13.34\|46329;2026-06-18\|13.45\|0.22\|13.26\|13.50\|13.16\|49712;2026-06-22\|13.56\|1.57\|13.27\|13.60\|13.01\|57089;2026-06-23\|13.75\|1.40\|13.47\|13.99\|13.47\|59086;2026-06-24\|13.33\|-3.05\|13.54\|13.83\|13.16\|57731;2026-06-25\|12.88\|-3.38\|13.15\|13.32\|12.70\|67407;2026-06-26\|12.40\|-3.73\|12.79\|12.87\|12.34\|54013;2026-06-29\|12.22\|-1.45\|12.41\|12.41\|11.93\|57679;2026-06-30\|12.05\|-1.39\|12.14\|12.31\|11.95\|55445;2026-07-01\|13.26\|10.04\|12.01\|13.26\|11.99\|64969;2026-07-02\|14.59\|10.03\|13.48\|14.59\|13.27\|253520;2026-07-03\|16.05\|10.01\|14.59\|16.05\|13.90\|241818;2026-07-06\|15.16\|-5.55\|16.66\|17.30\|15.00\|405184;2026-07-07\|14.55\|-4.02\|15.31\|15.82\|14.42\|282244;2026-07-08\|13.80\|-5.15\|14.47\|14.66\|13.80\|223410;2026-07-09\|13.70\|-0.72\|13.69\|13.83\|13.11\|171142;2026-07-10\|13.97\|1.97\|13.70\|14.05\|13.20\|182589;2026-07-13\|12.93\|-7.44\|13.84\|14.19\|12.68\|187119;2026-07-14\|14.22\|9.98\|13.49\|14.22\|13.15\|224805;2026-07-15\|15.64\|9.99\|14.45\|15.64\|13.80\|378080;2026-07-16\|15.78\|0.90\|14.98\|16.63\|14.70\|395047;2026-07-17\|14.71\|-6.78\|15.30\|15.48\|14.42\|295712
110421	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	涨停揭秘：低压变频器+伺服系统深度适配人形机器人，US1000系列切入拉力试验及机械臂场景；涨停缘由：主营低压变频器和伺服系统，US1000系列脉冲型伺服系统已应用于拉力试验机、工业机器人手臂；Optimus量产节点临近，人形机器人本体对高响应伺服系统需求激增；公司产品具备成本与定制化优势；资金逻辑：机器人板块资金向核心零部件扩散，该股首次涨停即放巨量，主力抢筹坚决，封单持续增加；风险提示：人形机器人产业化进度不及预期将影响订单落地；伺服系统市场竞争加剧压缩利润空间	公司是主要产品为低压变频器和伺服系统等，US1000系列脉冲型伺服系统应用于拉力试验机、工业机器人手臂等	2026-03-10\|44.74\|2.97\|43.76\|44.83\|43.72\|11667;2026-03-11\|45.33\|1.32\|44.92\|46.05\|44.74\|14686;2026-03-12\|44.99\|-0.75\|46.10\|46.60\|44.69\|13423;2026-03-13\|44.81\|-0.40\|44.70\|45.51\|44.40\|9640;2026-03-16\|45.20\|0.87\|44.63\|45.69\|44.41\|10884;2026-03-17\|45.54\|0.75\|45.60\|46.56\|45.20\|18920;2026-03-18\|45.52\|-0.04\|45.58\|46.04\|44.86\|9452;2026-03-19\|44.84\|-1.49\|45.19\|45.73\|44.52\|9140;2026-03-20\|43.38\|-3.26\|44.92\|45.00\|43.36\|11635;2026-03-23\|41.36\|-4.66\|43.02\|43.75\|41.17\|15456;2026-03-24\|42.31\|2.30\|42.30\|42.40\|41.40\|7996;2026-03-25\|43.00\|1.63\|42.50\|43.18\|42.50\|8158;2026-03-26\|42.91\|-0.21\|43.09\|44.24\|42.70\|12368;2026-03-27\|43.59\|1.58\|42.70\|44.12\|42.50\|9475;2026-03-30\|44.12\|1.22\|43.42\|44.70\|42.97\|12728;2026-03-31\|44.00\|-0.27\|44.20\|44.88\|43.92\|11372;2026-04-01\|44.68\|1.55\|44.45\|44.80\|44.16\|6534;2026-04-02\|44.25\|-0.96\|44.60\|45.00\|44.01\|7753;2026-04-03\|44.59\|0.77\|44.50\|44.86\|43.65\|11239;2026-04-07\|44.83\|0.54\|44.59\|45.45\|44.19\|9090;2026-04-08\|45.58\|1.67\|45.50\|46.04\|44.84\|33538;2026-04-09\|46.14\|1.23\|45.10\|46.42\|44.96\|22070;2026-04-10\|45.49\|-1.41\|46.48\|46.49\|45.42\|14467;2026-04-13\|43.72\|-3.89\|45.46\|45.46\|42.98\|29965;2026-04-14\|45.90\|4.99\|43.80\|47.32\|43.72\|32340;2026-04-15\|46.41\|1.11\|46.01\|47.10\|45.61\|18258;2026-04-16\|47.40\|2.13\|46.40\|48.00\|46.03\|34546;2026-04-17\|47.65\|0.53\|47.72\|47.96\|46.87\|16182;2026-04-20\|47.90\|0.52\|47.67\|48.80\|47.67\|16527;2026-04-21\|48.07\|0.35\|48.00\|48.67\|47.48\|18064;2026-04-22\|47.80\|-0.56\|47.66\|48.04\|46.91\|16794;2026-04-23\|46.18\|-3.39\|47.28\|47.70\|45.76\|19882;2026-04-24\|45.76\|-0.91\|46.17\|46.30\|45.33\|12722;2026-04-27\|45.96\|0.44\|46.16\|46.78\|45.53\|21225;2026-04-28\|44.62\|-2.92\|45.96\|45.99\|44.15\|18870;2026-04-29\|48.64\|9.01\|45.00\|49.08\|45.00\|87353;2026-04-30\|46.32\|-4.77\|48.92\|48.96\|46.32\|59482;2026-05-06\|47.48\|2.50\|47.38\|47.98\|46.90\|37139;2026-05-07\|48.45\|2.04\|47.48\|48.59\|46.81\|45271;2026-05-08\|48.47\|0.04\|48.10\|48.98\|47.77\|27933;2026-05-11\|53.32\|10.01\|48.47\|53.32\|48.47\|84898;2026-05-12\|53.60\|0.53\|53.96\|55.60\|52.95\|102157;2026-05-13\|52.86\|-1.38\|53.58\|55.00\|52.35\|55712;2026-05-14\|51.72\|-2.16\|52.94\|53.35\|51.60\|39982;2026-05-15\|52.92\|2.32\|51.60\|54.37\|50.55\|49559;2026-05-18\|52.12\|-1.51\|52.68\|52.68\|51.10\|31434;2026-05-19\|51.85\|-0.52\|52.28\|52.47\|50.82\|22545;2026-05-20\|50.50\|-2.60\|51.55\|51.83\|50.08\|32578;2026-05-21\|48.98\|-3.01\|50.25\|51.02\|48.72\|31419;2026-05-22\|48.77\|-0.43\|49.28\|49.30\|47.38\|29018;2026-05-25\|48.05\|-1.48\|49.04\|49.70\|47.44\|32987;2026-05-26\|47.24\|-1.69\|48.11\|48.39\|45.95\|37162;2026-05-27\|45.06\|-4.61\|46.66\|47.26\|44.90\|27418;2026-05-28\|44.34\|-1.60\|45.00\|45.47\|43.46\|25221;2026-05-29\|42.00\|-5.28\|44.47\|44.47\|41.84\|27472;2026-06-01\|41.95\|-0.12\|41.82\|42.63\|41.60\|17646;2026-06-02\|41.80\|-0.36\|42.00\|42.14\|40.51\|19489;2026-06-03\|41.57\|-0.55\|41.79\|42.25\|41.08\|17432;2026-06-04\|41.30\|-0.65\|41.50\|41.78\|40.60\|17531;2026-06-05\|41.72\|1.02\|41.34\|42.85\|40.14\|24270;2026-06-08\|40.65\|-2.56\|40.70\|41.80\|40.01\|16965;2026-06-09\|41.67\|2.51\|41.05\|41.98\|40.50\|15270;2026-06-10\|40.57\|-2.64\|41.50\|41.76\|40.01\|14869;2026-06-11\|39.08\|-3.67\|40.14\|40.30\|38.45\|16963;2026-06-12\|39.44\|0.92\|39.38\|40.25\|39.30\|11287;2026-06-15\|40.66\|3.09\|39.87\|40.70\|39.62\|11091;2026-06-16\|42.55\|4.65\|41.41\|43.15\|40.44\|20721;2026-06-17\|41.86\|-1.62\|42.67\|42.99\|41.61\|18901;2026-06-18\|41.90\|0.10\|41.90\|42.38\|41.63\|12562;2026-06-22\|40.67\|-2.94\|41.87\|41.91\|39.61\|18588;2026-06-23\|40.99\|0.79\|40.73\|41.48\|40.13\|12242;2026-06-24\|39.99\|-2.44\|40.80\|40.99\|39.37\|15587;2026-06-25\|38.90\|-2.73\|40.00\|40.00\|38.60\|13570;2026-06-26\|37.12\|-4.58\|38.77\|38.90\|37.12\|16517;2026-06-29\|36.80\|-0.86\|37.00\|37.02\|35.30\|13592;2026-06-30\|38.07\|3.45\|36.98\|38.29\|36.70\|12250;2026-07-01\|39.89\|4.78\|38.32\|41.20\|37.90\|18962;2026-07-02\|40.28\|0.98\|39.79\|41.48\|39.51\|15364;2026-07-03\|41.65\|3.40\|40.12\|42.26\|40.08\|19572;2026-07-06\|40.26\|-3.34\|42.10\|42.20\|40.20\|13889;2026-07-07\|39.05\|-3.01\|40.01\|40.98\|38.95\|12492;2026-07-08\|37.86\|-3.05\|39.05\|39.11\|37.78\|8411;2026-07-09\|37.30\|-1.48\|37.76\|37.76\|36.08\|16137;2026-07-10\|37.65\|0.94\|37.18\|38.77\|37.11\|13413;2026-07-13\|35.30\|-5.94\|37.51\|37.51\|35.28\|10980;2026-07-14\|35.58\|0.79\|35.43\|35.79\|34.47\|9876;2026-07-15\|35.95\|1.04\|35.89\|36.08\|35.30\|6748;2026-07-16\|36.11\|0.45\|36.02\|36.73\|35.43\|8366;2026-07-17\|35.02\|-3.02\|36.11\|36.35\|34.50\|11802
110420	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	涨停揭秘：液冷服务器铜材核心供应商+Optimus量产临近，铜热管/PEEK线双主线突破；涨停缘由：自主研发铜热管、液冷铜管已导入多家头部算力服务器厂商；PEEK线产品实现进口替代，获高端新能源汽车定点；Optimus机器人或于7月下旬投产，催化液冷及轻量化材料需求上行；资金逻辑：液冷服务器板块资金活跃，主力净流入明显，该股突破年线且MACD红柱扩大，趋势转强；风险提示：铜材业务毛利率偏低，下游议价能力受限；PEEK线量产进度及订单放量节奏存在不确定性	1、公司自主研发的铜热管、液冷铜管等产品已成功导入多家头部企业算力服务器产品中。 2、公司PEEK线产品目前已具备产品竞争优势及进口替代能力，已取得部分高端新能源汽车厂商的定点。	2026-03-10\|10.88\|2.16\|10.80\|10.92\|10.77\|280112;2026-03-11\|10.80\|-0.74\|10.91\|10.98\|10.72\|267621;2026-03-12\|10.80\|0.00\|10.76\|10.87\|10.65\|217533;2026-03-13\|10.53\|-2.50\|10.73\|10.82\|10.51\|252898;2026-03-16\|10.29\|-2.28\|10.41\|10.49\|10.20\|285189;2026-03-17\|10.16\|-1.26\|10.29\|10.43\|10.15\|207288;2026-03-18\|10.20\|0.39\|10.16\|10.24\|10.05\|175200;2026-03-19\|9.79\|-4.02\|10.02\|10.04\|9.76\|294100;2026-03-20\|9.76\|-0.31\|9.79\|9.89\|9.66\|220595;2026-03-23\|9.05\|-7.27\|9.55\|9.57\|9.01\|313788;2026-03-24\|9.46\|4.53\|9.28\|9.47\|9.07\|225181;2026-03-25\|9.60\|1.48\|9.60\|9.68\|9.54\|184814;2026-03-26\|9.68\|0.83\|9.61\|9.68\|9.54\|166998;2026-03-27\|9.77\|0.93\|9.55\|9.80\|9.51\|169450;2026-03-30\|9.86\|0.92\|9.61\|9.87\|9.60\|154020;2026-03-31\|10.29\|4.36\|10.14\|10.45\|10.03\|474556;2026-04-01\|10.11\|-1.75\|10.40\|10.42\|10.06\|338062;2026-04-02\|9.84\|-2.67\|10.07\|10.08\|9.75\|210299;2026-04-03\|9.73\|-1.12\|9.84\|9.92\|9.73\|125056;2026-04-07\|9.74\|0.10\|9.72\|9.84\|9.68\|100328;2026-04-08\|10.23\|5.03\|9.94\|10.23\|9.94\|284256;2026-04-09\|10.15\|-0.78\|10.18\|10.23\|10.05\|163961;2026-04-10\|10.16\|0.10\|10.19\|10.26\|10.16\|169389;2026-04-13\|10.26\|0.98\|10.17\|10.34\|10.15\|183891;2026-04-14\|10.37\|1.07\|10.35\|10.47\|10.25\|191448;2026-04-15\|10.33\|-0.39\|10.43\|10.53\|10.28\|205497;2026-04-16\|10.52\|1.84\|10.34\|10.54\|10.34\|250172;2026-04-17\|10.73\|2.00\|10.49\|10.85\|10.44\|328029;2026-04-20\|11.01\|2.61\|10.75\|11.10\|10.68\|384793;2026-04-21\|10.95\|-0.55\|10.96\|10.97\|10.78\|270904;2026-04-22\|11.00\|0.46\|10.89\|11.07\|10.85\|221839;2026-04-23\|10.66\|-3.09\|11.01\|11.02\|10.60\|283738;2026-04-24\|10.42\|-2.25\|10.50\|10.56\|10.17\|273465;2026-04-27\|10.37\|-0.48\|10.41\|10.53\|10.36\|185255;2026-04-28\|10.13\|-2.31\|10.37\|10.38\|10.08\|202947;2026-04-29\|10.39\|2.57\|10.13\|10.42\|10.10\|191135;2026-04-30\|10.14\|-2.41\|10.30\|10.42\|10.08\|212397;2026-05-06\|10.33\|1.87\|10.14\|10.36\|10.14\|249036;2026-05-07\|10.40\|0.68\|10.39\|10.43\|10.28\|197565;2026-05-08\|10.37\|-0.29\|10.34\|10.46\|10.21\|242914;2026-05-11\|11.41\|10.03\|10.50\|11.41\|10.50\|1070313;2026-05-12\|12.09\|5.96\|12.02\|12.55\|11.89\|2218773;2026-05-13\|12.66\|4.71\|12.07\|13.10\|12.07\|1877687;2026-05-14\|13.30\|5.06\|12.95\|13.70\|12.95\|1785465;2026-05-15\|13.00\|-2.26\|13.00\|13.60\|12.90\|1485973;2026-05-18\|13.38\|2.92\|12.80\|13.84\|12.60\|1215926;2026-05-19\|13.55\|1.27\|13.22\|13.56\|12.81\|1018224;2026-05-20\|14.40\|6.27\|13.39\|14.46\|13.39\|1551772;2026-05-21\|13.24\|-8.06\|14.26\|14.54\|13.22\|1296566;2026-05-22\|13.87\|4.76\|13.48\|14.05\|13.22\|994289;2026-05-25\|13.72\|-1.08\|14.14\|14.18\|13.28\|790521;2026-05-26\|13.82\|0.73\|13.56\|14.45\|13.47\|1034717;2026-05-27\|12.95\|-6.30\|13.76\|13.80\|12.87\|895010;2026-05-28\|13.03\|0.62\|13.13\|13.23\|12.56\|661715;2026-05-29\|12.35\|-5.22\|13.01\|13.15\|12.19\|697160;2026-06-01\|12.31\|-0.32\|12.25\|12.56\|11.91\|657985;2026-06-02\|12.60\|2.36\|12.32\|12.88\|12.30\|713170;2026-06-03\|13.58\|7.78\|12.61\|13.86\|12.58\|1127717;2026-06-04\|13.09\|-3.61\|13.30\|13.67\|12.85\|1292986;2026-06-05\|12.64\|-3.44\|12.90\|13.06\|12.58\|752443;2026-06-08\|11.68\|-6.56\|12.00\|12.28\|11.50\|616162;2026-06-09\|12.24\|4.79\|11.75\|12.28\|11.31\|661870;2026-06-10\|11.74\|-4.08\|11.98\|12.00\|11.36\|497516;2026-06-11\|11.41\|-2.81\|11.60\|11.98\|11.31\|467290;2026-06-12\|12.55\|9.99\|11.78\|12.55\|11.49\|1181859;2026-06-15\|12.61\|0.48\|12.22\|12.89\|12.22\|1661411;2026-06-16\|12.71\|0.79\|12.46\|12.89\|12.38\|1007351;2026-06-17\|12.17\|-4.25\|12.56\|12.64\|12.11\|803431;2026-06-18\|13.00\|6.82\|12.18\|13.30\|12.16\|1301561;2026-06-22\|12.72\|-2.15\|13.01\|13.29\|12.21\|1176184;2026-06-23\|12.03\|-5.42\|12.97\|13.12\|12.01\|1035755;2026-06-24\|11.62\|-3.41\|11.98\|12.18\|11.41\|794852;2026-06-25\|11.00\|-5.34\|11.45\|11.67\|10.96\|801821;2026-06-26\|10.38\|-5.64\|11.24\|11.25\|10.36\|615977;2026-06-29\|10.58\|1.93\|10.30\|10.95\|10.22\|631728;2026-06-30\|10.80\|2.08\|10.40\|10.87\|10.11\|687623;2026-07-01\|11.26\|4.26\|11.19\|11.70\|11.01\|874759;2026-07-02\|11.33\|0.62\|11.13\|11.92\|10.80\|835019;2026-07-03\|11.43\|0.88\|11.40\|11.63\|11.14\|571283;2026-07-06\|11.38\|-0.44\|11.33\|11.47\|11.18\|529039;2026-07-07\|10.95\|-3.78\|11.27\|11.42\|10.82\|406093;2026-07-08\|10.32\|-5.75\|10.99\|10.99\|10.22\|450589;2026-07-09\|10.86\|5.23\|10.32\|10.97\|9.99\|638827;2026-07-10\|10.70\|-1.47\|10.79\|11.11\|10.70\|389297;2026-07-13\|10.18\|-4.86\|10.55\|10.69\|10.15\|361870;2026-07-14\|10.25\|0.69\|10.14\|10.33\|9.95\|359372;2026-07-15\|10.36\|1.07\|10.25\|10.39\|10.07\|364792;2026-07-16\|10.12\|-2.32\|10.20\|10.36\|9.96\|367439;2026-07-17\|9.58\|-5.34\|10.02\|10.17\|9.57\|451474
110419	Optimus机器人或将于7月下旬或8月在弗里蒙特投产	涨停揭秘：七腾机器人要约收购进入尾声叠加LNG运贸龙头地位及年报高增长；涨停缘由：七腾机器人以13.28元/股要约收购15%股份，预受比例达14.8545%，收购后实控人将变更为七腾机器人，公司LNG运贸一体化能力突出且2025年净利同比大增208.98%；资金逻辑：主力资金净流入6478.1万元，封单金额1.06亿元，控股权变更题材获主流资金高度认可；风险提示：静态市盈率为负，一季报净利转亏，收购完成尚需监管审批，短期涨幅已显著偏离基本面，存在回调风险	公司控股股东将变更为七腾机器人	2026-03-10\|56.48\|4.40\|54.10\|58.00\|54.10\|76474;2026-03-11\|54.73\|-3.10\|56.22\|56.80\|54.50\|59410;2026-03-12\|53.70\|-1.88\|54.73\|54.80\|52.74\|43897;2026-03-13\|54.45\|1.40\|54.09\|55.53\|53.70\|45196;2026-03-16\|54.67\|0.40\|54.32\|55.22\|52.52\|46646;2026-03-17\|52.73\|-3.55\|54.41\|54.60\|52.56\|40163;2026-03-18\|54.50\|3.36\|52.73\|56.78\|52.73\|71949;2026-03-19\|53.53\|-1.78\|54.04\|54.60\|52.70\|49869;2026-03-20\|52.13\|-2.62\|54.86\|55.67\|51.86\|51701;2026-03-23\|50.32\|-3.47\|52.14\|52.98\|49.70\|53535;2026-03-24\|52.27\|3.88\|51.19\|52.50\|50.23\|59404;2026-03-25\|52.67\|0.77\|51.61\|53.30\|51.61\|41466;2026-03-26\|53.29\|1.18\|52.49\|53.46\|52.10\|43219;2026-03-27\|56.36\|5.76\|52.16\|57.50\|51.44\|86811;2026-03-30\|54.52\|-3.26\|56.00\|56.02\|52.26\|62034;2026-03-31\|54.17\|-0.64\|54.97\|56.48\|54.03\|62265;2026-04-01\|55.70\|2.82\|55.00\|56.77\|54.21\|61647;2026-04-02\|55.42\|-0.50\|55.40\|56.98\|55.00\|57218;2026-04-03\|55.35\|-0.13\|55.42\|56.62\|53.20\|49498;2026-04-07\|55.94\|1.07\|55.35\|56.95\|53.70\|48883;2026-04-08\|58.42\|4.43\|55.80\|58.79\|55.59\|88388;2026-04-09\|57.29\|-1.93\|57.55\|57.84\|55.70\|90145;2026-04-10\|58.43\|1.99\|57.48\|58.97\|56.02\|115017;2026-04-13\|54.00\|-7.58\|57.92\|58.43\|52.59\|139947;2026-04-14\|53.37\|-1.17\|53.80\|54.15\|52.15\|62913;2026-04-15\|52.53\|-1.57\|53.37\|54.36\|52.28\|40698;2026-04-16\|51.20\|-2.53\|52.08\|52.45\|50.60\|54633;2026-04-17\|50.96\|-0.47\|51.21\|51.36\|50.28\|40186;2026-04-20\|51.19\|0.45\|50.67\|51.41\|50.20\|29385;2026-04-21\|51.02\|-0.33\|51.25\|52.52\|50.40\|34412;2026-04-22\|49.37\|-3.23\|51.00\|51.02\|49.10\|51012;2026-04-23\|49.15\|-0.45\|49.09\|50.58\|48.80\|33011;2026-04-24\|49.53\|0.77\|49.16\|50.14\|48.94\|31612;2026-04-27\|44.58\|-9.99\|50.01\|50.01\|44.58\|69353;2026-04-28\|45.04\|1.03\|41.82\|45.49\|41.82\|83744;2026-04-29\|45.11\|0.16\|44.00\|46.18\|43.30\|44233;2026-04-30\|46.65\|3.41\|44.70\|47.88\|44.44\|47865;2026-05-06\|46.74\|0.19\|46.77\|46.81\|45.49\|37334;2026-05-07\|46.85\|0.24\|46.44\|47.76\|46.40\|37688;2026-05-08\|49.99\|6.70\|46.82\|50.48\|46.45\|64552;2026-05-11\|54.99\|10.00\|50.61\|54.99\|50.61\|60366;2026-05-12\|53.35\|-2.98\|55.00\|58.48\|51.70\|135390;2026-05-13\|53.76\|0.77\|53.40\|54.95\|52.48\|71536;2026-05-14\|53.11\|-1.21\|53.76\|54.90\|52.67\|56418;2026-05-15\|55.22\|3.97\|53.08\|56.50\|52.00\|83626;2026-05-18\|56.97\|3.17\|56.39\|57.48\|54.54\|68224;2026-05-19\|58.69\|3.02\|56.96\|58.80\|55.60\|89395;2026-05-20\|56.90\|-3.05\|58.01\|59.32\|56.45\|67858;2026-05-21\|61.37\|7.86\|56.83\|62.59\|56.71\|198191;2026-05-22\|61.52\|0.24\|58.70\|62.00\|57.28\|142328;2026-05-25\|61.66\|0.23\|62.00\|66.33\|60.39\|105245;2026-05-26\|67.83\|10.01\|61.67\|67.83\|60.80\|116424;2026-05-27\|69.78\|2.87\|69.86\|72.56\|69.25\|145776;2026-06-29\|51.25\|6.59\|51.44\|52.55\|43.27\|237477;2026-06-30\|56.38\|10.01\|52.32\|56.38\|52.32\|191933;2026-07-01\|62.02\|10.00\|54.89\|62.02\|54.88\|143958;2026-07-02\|61.60\|-0.68\|63.05\|65.78\|60.00\|191695;2026-07-03\|63.49\|3.07\|62.99\|67.76\|61.00\|201045;2026-07-06\|66.17\|4.22\|62.86\|66.34\|59.90\|182339;2026-07-07\|61.00\|-7.81\|65.00\|68.00\|60.80\|143424;2026-07-08\|58.34\|-4.36\|61.00\|62.80\|56.80\|127260;2026-07-09\|59.50\|1.99\|58.80\|61.63\|58.00\|89562;2026-07-10\|61.71\|3.71\|59.25\|65.45\|57.73\|136696;2026-07-13\|55.54\|-10.00\|61.09\|61.68\|55.54\|85206;2026-07-14\|52.48\|-5.51\|55.35\|56.50\|50.00\|129239;2026-07-15\|52.20\|-0.53\|53.84\|54.80\|52.00\|82972;2026-07-16\|53.28\|2.07\|52.46\|53.99\|49.46\|122237;2026-07-17\|47.95\|-10.00\|53.31\|53.32\|47.95\|84028
110418		生猪养殖+机器人概念+预重整行业原因：财信证券6月30日研报指出，当前生猪价格运行仍处于第7轮猪周期下行阶段的尾部区域，短期预计仍以底部震荡、磨底蓄势为主。中期来看，能繁母猪去化、新生仔猪同比转弱、政策产能调控强化及下半年消费旺季共同指向供需改善，猪价有望逐步开启上行修复趋势。公司原因： 1、公司主营业务为生猪养殖和猪肉制品加工，打通“养殖-屠宰-加工-深加工”全产业链。据2025年年报，公司2025年出栏生猪666.35万头，位居行业前列；猪肉制品加工业务屠宰生猪160.12万头。 2、据2025年3月31日公告，公司子公司亥客技术已成功研发背膘检测机器人及巡检机器人，其中背膘检测机器人已应用于临泉屠宰场，巡检机器人已在部分养殖场使用，可实现猪只盘点、估重及个性化饲喂。据2026年7月1日报道，机器人板块今日持续走高。 3、据2026年5月6日及2026年6月9日公告，因需履行有关审批程序，宁波中院延长公司预重整期间至2026年11月9日，目前预重整工作正在有序推进。	公司养猪采用公司+家庭农场养殖模式，同时也是国内规模最大膨化水产饲料企业之一	2026-03-10\|2.52\|-0.40\|2.51\|2.55\|2.49\|399268;2026-03-11\|2.53\|0.40\|2.52\|2.54\|2.50\|391704;2026-03-12\|2.63\|3.95\|2.54\|2.69\|2.52\|1103660;2026-03-13\|2.59\|-1.52\|2.61\|2.64\|2.58\|661270;2026-03-16\|2.61\|0.77\|2.59\|2.66\|2.59\|540474;2026-03-17\|2.58\|-1.15\|2.60\|2.66\|2.57\|534326;2026-03-18\|2.54\|-1.55\|2.58\|2.59\|2.52\|373295;2026-03-19\|2.52\|-0.79\|2.53\|2.57\|2.52\|353606;2026-03-20\|2.46\|-2.38\|2.53\|2.54\|2.45\|404045;2026-03-23\|2.28\|-7.32\|2.42\|2.44\|2.26\|744132;2026-03-24\|2.33\|2.19\|2.32\|2.34\|2.24\|500860;2026-03-25\|2.39\|2.58\|2.36\|2.40\|2.33\|399045;2026-03-26\|2.36\|-1.26\|2.39\|2.42\|2.35\|319631;2026-03-27\|2.40\|1.69\|2.33\|2.40\|2.33\|336403;2026-03-30\|2.42\|0.83\|2.38\|2.42\|2.37\|326688;2026-03-31\|2.36\|-2.48\|2.41\|2.44\|2.35\|332008;2026-04-01\|2.36\|0.00\|2.39\|2.40\|2.33\|329515;2026-04-02\|2.38\|0.85\|2.36\|2.42\|2.35\|426921;2026-04-03\|2.30\|-3.36\|2.37\|2.38\|2.29\|387090;2026-04-07\|2.37\|3.04\|2.29\|2.40\|2.26\|401148;2026-04-08\|2.40\|1.27\|2.38\|2.40\|2.35\|353837;2026-04-09\|2.34\|-2.50\|2.38\|2.40\|2.33\|293306;2026-04-10\|2.35\|0.43\|2.35\|2.37\|2.34\|212972;2026-04-13\|2.59\|10.21\|2.34\|2.59\|2.33\|952265;2026-04-14\|2.85\|10.04\|2.61\|2.85\|2.57\|1956042;2026-04-15\|3.14\|10.18\|2.99\|3.14\|2.90\|3894178;2026-04-16\|2.93\|-6.69\|3.06\|3.13\|2.83\|4801663;2026-04-17\|3.08\|5.12\|2.81\|3.19\|2.81\|4379221;2026-04-20\|3.06\|-0.65\|3.11\|3.28\|2.92\|3854235;2026-04-21\|2.88\|-5.88\|2.96\|3.04\|2.86\|2648952;2026-04-22\|3.04\|5.56\|2.91\|3.17\|2.89\|4366812;2026-04-23\|2.87\|-5.59\|2.95\|3.00\|2.87\|3317653;2026-04-24\|2.59\|-9.76\|2.76\|2.77\|2.58\|2856264;2026-04-27\|2.49\|-3.86\|2.53\|2.55\|2.44\|1517136;2026-04-28\|2.60\|4.42\|2.47\|2.70\|2.42\|2227388;2026-04-29\|2.65\|1.92\|2.55\|2.80\|2.50\|2353242;2026-04-30\|2.61\|-1.51\|2.61\|2.68\|2.59\|1316670;2026-05-06\|2.67\|2.30\|2.66\|2.72\|2.61\|1494566;2026-05-07\|2.63\|-1.50\|2.72\|2.72\|2.62\|1097200;2026-05-08\|2.58\|-1.90\|2.62\|2.68\|2.57\|1023933;2026-05-11\|2.84\|10.08\|2.59\|2.84\|2.59\|2797181;2026-05-12\|2.81\|-1.06\|2.84\|2.90\|2.77\|2288514;2026-05-13\|2.79\|-0.71\|2.84\|2.85\|2.74\|1371678;2026-05-14\|3.07\|10.04\|2.83\|3.07\|2.77\|3049037;2026-05-15\|2.97\|-3.26\|3.07\|3.07\|2.95\|3095457;2026-05-18\|2.87\|-3.37\|2.96\|2.97\|2.80\|1539516;2026-05-19\|2.90\|1.05\|2.92\|2.95\|2.78\|1760194;2026-05-20\|2.82\|-2.76\|2.86\|2.92\|2.73\|1484707;2026-05-21\|2.72\|-3.55\|2.81\|2.86\|2.68\|1357975;2026-05-22\|2.78\|2.21\|2.74\|2.94\|2.73\|1480794;2026-05-25\|2.77\|-0.36\|2.75\|2.81\|2.68\|1125989;2026-05-26\|2.72\|-1.81\|2.75\|2.89\|2.68\|1400241;2026-05-27\|2.57\|-5.51\|2.70\|2.70\|2.56\|1351162;2026-05-28\|2.59\|0.78\|2.57\|2.62\|2.52\|862115;2026-05-29\|2.57\|-0.77\|2.58\|2.65\|2.54\|1012780;2026-06-01\|2.63\|2.33\|2.58\|2.66\|2.55\|863006;2026-06-02\|2.51\|-4.56\|2.62\|2.62\|2.50\|1027223;2026-06-03\|2.51\|0.00\|2.50\|2.54\|2.46\|757107;2026-06-04\|2.41\|-3.98\|2.49\|2.54\|2.40\|773266;2026-06-05\|2.38\|-1.24\|2.41\|2.47\|2.34\|838468;2026-06-08\|2.33\|-2.10\|2.35\|2.46\|2.31\|856797;2026-06-09\|2.30\|-1.29\|2.35\|2.36\|2.26\|643055;2026-06-10\|2.34\|1.74\|2.30\|2.39\|2.28\|776676;2026-06-11\|2.37\|1.28\|2.33\|2.44\|2.26\|1001388;2026-06-12\|2.38\|0.42\|2.36\|2.40\|2.31\|685843;2026-06-15\|2.35\|-1.26\|2.41\|2.42\|2.33\|621662;2026-06-16\|2.32\|-1.28\|2.34\|2.34\|2.28\|554138;2026-06-17\|2.25\|-3.02\|2.30\|2.32\|2.25\|612000;2026-06-18\|2.14\|-4.89\|2.23\|2.23\|2.14\|765665;2026-06-22\|2.13\|-0.47\|2.12\|2.14\|2.07\|694896;2026-06-23\|2.21\|3.76\|2.16\|2.31\|2.14\|1060981;2026-06-24\|2.10\|-4.98\|2.19\|2.20\|2.09\|718452;2026-06-25\|2.05\|-2.38\|2.07\|2.09\|2.05\|625485;2026-06-26\|2.08\|1.46\|2.08\|2.15\|2.03\|818959;2026-06-29\|2.16\|3.85\|2.10\|2.25\|2.10\|885244;2026-06-30\|2.11\|-2.31\|2.15\|2.19\|2.10\|659837;2026-07-01\|2.32\|9.95\|2.11\|2.32\|2.11\|1348340;2026-07-02\|2.29\|-1.29\|2.37\|2.42\|2.28\|1570490;2026-07-03\|2.27\|-0.87\|2.33\|2.34\|2.22\|989202;2026-07-06\|2.42\|6.61\|2.36\|2.45\|2.29\|1448093;2026-07-07\|2.35\|-2.89\|2.35\|2.40\|2.30\|984125;2026-07-08\|2.27\|-3.40\|2.31\|2.32\|2.24\|638507;2026-07-09\|2.25\|-0.88\|2.25\|2.29\|2.21\|625959;2026-07-10\|2.31\|2.67\|2.23\|2.35\|2.17\|901610;2026-07-13\|2.26\|-2.16\|2.29\|2.32\|2.24\|690500;2026-07-14\|2.24\|-0.89\|2.22\|2.27\|2.19\|537744;2026-07-15\|2.28\|1.79\|2.24\|2.36\|2.21\|879845;2026-07-16\|2.33\|2.19\|2.26\|2.41\|2.25\|854133;2026-07-17\|2.22\|-4.72\|2.30\|2.35\|2.20\|820151
110417		涨停揭秘：五一消费回暖叠加厨房小家电龙头业绩改善；涨停缘由：五一黄金周消费数据超预期提振大消费板块，公司作为厨房小家电自主品牌龙头，2025年营收与净利双增且毛利率提升；资金逻辑：主力资金连续三日净流入，5月11日换手率达8.4%，量价配合良好；风险提示：行业竞争加剧，原材料价格波动影响利润弹性，外销占比提升带来汇率风险	公司从事厨房小家电与家居小家电系列产品研产销，以自主品牌“利仁Liven”系列产品为核心	2026-03-10\|35.50\|2.66\|34.75\|35.52\|34.66\|8825;2026-03-11\|34.57\|-2.62\|35.50\|35.96\|34.36\|16877;2026-03-12\|34.28\|-0.84\|35.26\|35.55\|34.01\|12713;2026-03-13\|34.53\|0.73\|34.60\|35.47\|33.99\|14561;2026-03-16\|34.60\|0.20\|34.78\|35.19\|34.44\|9744;2026-03-17\|33.69\|-2.63\|34.67\|35.40\|33.61\|12497;2026-03-18\|34.55\|2.55\|33.83\|34.76\|33.70\|11157;2026-03-19\|33.50\|-3.04\|34.36\|34.54\|33.36\|9888;2026-03-20\|32.58\|-2.75\|33.49\|33.92\|32.40\|10607;2026-03-23\|30.86\|-5.28\|32.13\|32.28\|30.78\|16797;2026-03-24\|32.34\|4.80\|31.80\|32.40\|30.82\|11099;2026-03-25\|32.75\|1.27\|32.97\|32.97\|32.28\|10114;2026-03-26\|31.97\|-2.38\|32.97\|33.07\|31.60\|9213;2026-03-27\|31.93\|-0.13\|30.96\|32.39\|30.96\|12086;2026-03-30\|31.97\|0.13\|32.20\|32.61\|31.43\|12740;2026-03-31\|31.16\|-2.53\|32.50\|32.50\|31.01\|12301;2026-04-01\|31.94\|2.50\|31.98\|32.21\|31.40\|11895;2026-04-02\|31.13\|-2.54\|31.94\|32.24\|30.80\|9361;2026-04-03\|30.00\|-3.63\|32.10\|32.10\|29.66\|12240;2026-04-07\|31.06\|3.53\|30.15\|31.39\|29.64\|10275;2026-04-08\|31.81\|2.41\|31.68\|32.10\|31.43\|10828;2026-04-09\|30.97\|-2.64\|32.06\|32.06\|30.75\|8652;2026-04-10\|31.16\|0.61\|30.98\|31.53\|30.82\|9068;2026-04-13\|31.04\|-0.39\|30.72\|31.12\|30.38\|8184;2026-04-14\|30.80\|-0.77\|31.20\|31.45\|30.40\|11702;2026-04-15\|30.77\|-0.10\|30.81\|31.16\|30.58\|7478;2026-04-16\|31.59\|2.66\|30.78\|31.80\|30.49\|8148;2026-04-17\|31.54\|-0.16\|31.46\|31.73\|31.08\|8517;2026-04-20\|31.79\|0.79\|31.56\|31.98\|30.55\|8183;2026-04-21\|31.57\|-0.69\|31.76\|32.28\|31.26\|8356;2026-04-22\|31.74\|0.54\|31.40\|32.38\|31.40\|8500;2026-04-23\|31.34\|-1.26\|31.66\|31.81\|31.18\|7357;2026-04-24\|32.14\|2.55\|31.32\|32.36\|30.98\|14085;2026-04-27\|32.40\|0.81\|32.45\|32.50\|30.82\|20906;2026-04-28\|33.35\|2.93\|32.34\|33.55\|31.96\|27128;2026-04-29\|34.04\|2.07\|33.12\|34.19\|33.02\|18176;2026-04-30\|34.34\|0.88\|34.30\|34.67\|33.70\|12975;2026-05-06\|36.30\|5.71\|34.50\|36.87\|34.31\|36345;2026-05-07\|36.41\|0.30\|36.25\|37.93\|35.95\|38810;2026-05-08\|37.56\|3.16\|36.39\|37.80\|36.23\|17716;2026-05-11\|41.32\|10.01\|37.95\|41.32\|37.56\|25056;2026-05-12\|45.45\|10.00\|45.45\|45.45\|45.45\|5155;2026-05-13\|50.00\|10.01\|50.00\|50.00\|50.00\|5995;2026-05-14\|55.00\|10.00\|55.00\|55.00\|55.00\|4158;2026-05-15\|60.50\|10.00\|60.50\|60.50\|60.50\|5683;2026-05-18\|66.55\|10.00\|66.55\|66.55\|63.01\|67295;2026-05-19\|73.21\|10.01\|73.17\|73.21\|71.68\|30275;2026-05-20\|80.53\|10.00\|80.53\|80.53\|67.67\|98862;2026-05-21\|88.00\|9.28\|81.00\|88.58\|80.51\|44937;2026-05-22\|79.20\|-10.00\|79.20\|90.00\|79.20\|24084;2026-05-25\|71.28\|-10.00\|73.14\|75.00\|71.28\|82795;2026-05-26\|73.41\|2.99\|71.88\|78.00\|71.28\|72056;2026-05-27\|74.80\|1.89\|71.03\|76.65\|70.18\|55632;2026-05-28\|77.99\|4.26\|72.86\|78.90\|72.00\|49173;2026-05-29\|82.88\|6.27\|79.00\|84.05\|76.38\|48811;2026-06-01\|74.59\|-10.00\|82.88\|87.60\|74.59\|52253;2026-06-02\|67.03\|-9.99\|72.26\|72.60\|67.02\|50237;2026-06-03\|73.73\|10.00\|70.01\|73.73\|70.01\|20395;2026-06-04\|71.68\|-2.78\|75.99\|79.88\|71.45\|90610;2026-06-05\|70.54\|-1.59\|73.36\|77.50\|70.06\|66567;2026-06-08\|68.45\|-2.96\|69.29\|70.54\|66.68\|47964;2026-06-09\|68.21\|-0.35\|69.75\|71.00\|67.10\|30421;2026-06-10\|65.57\|-3.87\|67.94\|68.17\|64.87\|27690;2026-06-11\|68.14\|3.92\|63.98\|68.50\|63.98\|31301;2026-06-12\|68.89\|1.10\|68.35\|70.09\|67.45\|24240;2026-06-15\|70.68\|2.60\|70.00\|71.80\|66.50\|33176;2026-06-16\|64.51\|-8.73\|70.68\|71.88\|63.61\|61624;2026-06-17\|68.95\|6.88\|66.00\|68.98\|59.20\|71526;2026-06-18\|69.28\|0.48\|68.00\|69.70\|64.62\|56908;2026-06-22\|71.51\|3.22\|68.77\|73.88\|67.00\|54576;2026-06-23\|70.41\|-1.54\|70.00\|71.38\|68.88\|34153;2026-06-24\|68.22\|-3.11\|70.00\|70.93\|67.21\|29357;2026-06-25\|68.31\|0.13\|67.41\|71.90\|67.00\|31655;2026-06-26\|67.50\|-1.19\|68.19\|69.05\|64.60\|22539;2026-06-29\|70.70\|4.74\|68.57\|74.25\|67.60\|51338;2026-06-30\|66.97\|-5.28\|71.50\|71.50\|64.67\|40493;2026-07-01\|66.60\|-0.55\|66.84\|67.30\|64.76\|26075;2026-07-02\|64.30\|-3.45\|66.60\|66.60\|63.59\|18433;2026-07-03\|63.50\|-1.24\|64.27\|65.00\|62.83\|12665;2026-07-06\|63.74\|0.38\|63.81\|65.45\|61.64\|13407;2026-07-07\|61.90\|-2.89\|63.65\|63.65\|61.30\|15254;2026-07-08\|60.27\|-2.63\|62.31\|62.47\|59.51\|16576;2026-07-09\|60.33\|0.10\|60.00\|63.77\|58.03\|14611;2026-07-10\|59.81\|-0.86\|60.90\|61.76\|59.50\|10571;2026-07-13\|56.94\|-4.80\|59.80\|59.80\|56.41\|13359;2026-07-14\|59.11\|3.81\|57.21\|59.11\|56.43\|12453;2026-07-15\|55.93\|-5.38\|59.40\|59.47\|55.78\|12479;2026-07-16\|51.33\|-8.22\|55.79\|56.28\|50.34\|27981;2026-07-17\|47.80\|-6.88\|51.55\|51.90\|46.51\|24172
110416		金钢瓷放量+竹基禾塑托盘+全竹产业链 1、据2026年2月6日机构调研，金钢瓷餐具老娘舅已对密胺炖罐餐具全面替代，海底捞预计2026年上半年部分门店试销，9月产能可达月销1000万元，12月达2000万元。 2、据2026年2月6日机构调研，与中国科学院合作的竹基禾塑托盘4月末完成中试线调试，5月具备批量交货能力，2026年底产能目标2亿元。 3、据2025年半年度报告，公司具备从原竹到成品的全竹产业链加工能力，连锁工厂布局江西资溪、浙江庆元等地，2025年江西资溪、浙江安吉、安徽广德项目已投入超6000万元。	公司主营日用餐厨具产品，目前儿童餐具主要有稻壳餐具系列、学习筷系列等，主要材质有稻壳PP复合材料、PPS、不锈钢等	2026-03-10\|29.18\|3.04\|28.52\|29.20\|28.52\|14291;2026-03-11\|29.05\|-0.45\|29.18\|29.57\|28.85\|11493;2026-03-12\|28.45\|-2.07\|29.05\|29.15\|28.29\|11501;2026-03-13\|28.72\|0.95\|28.27\|29.18\|28.27\|10042;2026-03-16\|28.19\|-1.85\|28.58\|28.89\|27.90\|14771;2026-03-17\|27.42\|-2.73\|28.28\|28.45\|27.34\|13588;2026-03-18\|27.87\|1.64\|27.42\|27.99\|27.07\|14048;2026-03-19\|27.20\|-2.40\|27.67\|27.87\|27.08\|17226;2026-03-20\|27.21\|0.04\|27.41\|27.53\|26.40\|27227;2026-03-23\|25.28\|-7.09\|26.50\|26.92\|24.99\|41359;2026-03-24\|26.87\|6.29\|25.98\|26.90\|25.28\|32092;2026-03-25\|26.93\|0.22\|27.00\|27.47\|26.70\|20208;2026-03-26\|27.70\|2.86\|27.10\|27.90\|26.90\|38673;2026-03-27\|28.52\|2.96\|27.60\|29.16\|27.44\|38666;2026-03-30\|28.73\|0.74\|28.52\|29.06\|28.00\|20754;2026-03-31\|27.82\|-3.17\|28.73\|28.95\|27.68\|20218;2026-04-01\|27.70\|-0.43\|28.15\|28.70\|27.40\|14009;2026-04-02\|27.20\|-1.81\|27.70\|27.94\|26.71\|16658;2026-04-03\|28.01\|2.98\|27.35\|28.48\|26.95\|46191;2026-04-07\|28.52\|1.82\|28.01\|28.71\|27.80\|30925;2026-04-08\|28.25\|-0.95\|29.00\|29.00\|27.92\|32127;2026-04-09\|27.89\|-1.27\|28.10\|28.63\|27.43\|30583;2026-04-10\|30.68\|10.00\|28.10\|30.68\|27.89\|111373;2026-04-13\|31.68\|3.26\|30.06\|31.75\|29.60\|97494;2026-04-14\|31.10\|-1.83\|31.99\|32.74\|31.00\|74661;2026-04-15\|30.95\|-0.48\|31.21\|31.60\|30.68\|38665;2026-04-16\|31.76\|2.62\|30.95\|31.91\|30.20\|47776;2026-04-17\|31.80\|0.13\|31.98\|33.22\|31.50\|64250;2026-04-20\|32.06\|0.82\|31.32\|32.39\|31.32\|45566;2026-04-21\|31.37\|-2.15\|32.00\|32.22\|30.92\|44924;2026-04-22\|31.97\|1.91\|31.33\|32.32\|31.32\|39914;2026-04-23\|31.41\|-1.75\|32.09\|32.18\|31.18\|26257;2026-04-24\|34.55\|10.00\|30.85\|34.55\|30.25\|59334;2026-04-27\|38.01\|10.01\|35.00\|38.01\|34.42\|115246;2026-04-28\|40.00\|5.24\|37.37\|40.55\|37.33\|141830;2026-04-29\|40.50\|1.25\|39.99\|41.29\|39.01\|89759;2026-04-30\|41.73\|3.04\|40.71\|42.52\|40.50\|61262;2026-05-06\|42.99\|3.02\|41.77\|43.70\|40.98\|58500;2026-05-07\|43.69\|1.63\|43.85\|45.03\|42.83\|59161;2026-05-08\|44.25\|1.28\|43.21\|44.30\|42.85\|40748;2026-05-11\|48.68\|10.01\|44.50\|48.68\|44.09\|62303;2026-05-12\|53.55\|10.00\|49.50\|53.55\|49.41\|59907;2026-05-13\|52.71\|-1.57\|55.84\|57.96\|50.58\|133380;2026-05-14\|56.37\|6.94\|51.98\|57.97\|48.00\|115984;2026-05-15\|57.77\|2.48\|56.39\|59.44\|56.39\|83700;2026-05-18\|58.98\|2.09\|58.34\|60.47\|58.12\|57060;2026-05-19\|60.77\|3.03\|57.70\|61.62\|56.80\|64402;2026-05-20\|59.30\|-2.42\|61.10\|61.66\|57.38\|66695;2026-05-21\|53.37\|-10.00\|56.16\|58.06\|53.37\|116989;2026-05-22\|53.37\|0.00\|54.33\|54.90\|52.28\|51436;2026-05-25\|48.03\|-10.01\|54.53\|55.00\|48.03\|71967;2026-05-26\|44.59\|-7.16\|46.25\|47.91\|43.80\|72867;2026-05-27\|44.13\|-1.03\|44.40\|47.54\|43.18\|62210;2026-05-28\|43.84\|-0.66\|44.01\|44.50\|42.01\|47796;2026-05-29\|42.00\|-4.20\|43.75\|44.00\|40.41\|52679;2026-06-01\|43.85\|4.40\|40.83\|45.99\|40.40\|64058;2026-06-02\|44.56\|1.62\|44.46\|46.83\|44.11\|59174;2026-06-03\|43.88\|-1.53\|44.57\|45.51\|43.44\|44452;2026-06-04\|32.93\|4.24\|31.39\|33.50\|31.31\|65961;2026-06-05\|32.90\|-0.09\|32.79\|33.57\|32.51\|53157;2026-06-08\|33.11\|0.64\|31.79\|33.63\|31.79\|64919;2026-06-09\|33.72\|1.84\|33.60\|35.15\|33.21\|59124;2026-06-10\|35.48\|5.22\|33.50\|36.63\|33.47\|89829;2026-06-11\|36.11\|1.78\|35.09\|36.87\|34.86\|87216;2026-06-12\|36.15\|0.11\|36.13\|38.76\|35.78\|93549;2026-06-15\|37.71\|4.32\|36.50\|38.53\|34.95\|100044;2026-06-16\|36.10\|-4.27\|37.30\|38.20\|35.38\|95087;2026-06-17\|32.49\|-10.00\|35.58\|36.63\|32.49\|112214;2026-06-18\|32.20\|-0.89\|32.01\|32.60\|31.00\|83240;2026-06-22\|30.67\|-4.75\|32.20\|32.20\|30.00\|57948;2026-06-23\|29.80\|-2.84\|30.57\|30.62\|29.31\|53862;2026-06-24\|27.45\|-7.89\|29.33\|29.99\|27.00\|90521;2026-06-25\|24.71\|-9.98\|27.31\|27.58\|24.71\|86669;2026-06-26\|24.52\|-0.77\|24.27\|25.55\|23.65\|92118;2026-06-29\|24.50\|-0.08\|24.52\|24.97\|23.26\|58005;2026-06-30\|23.84\|-2.69\|23.96\|24.80\|23.51\|53169;2026-07-01\|23.65\|-0.80\|23.86\|24.17\|23.15\|43518;2026-07-02\|23.71\|0.25\|23.51\|24.68\|23.00\|54339;2026-07-03\|23.53\|-0.76\|23.82\|23.87\|23.23\|47346;2026-07-06\|22.85\|-2.89\|23.65\|23.86\|22.55\|39861;2026-07-07\|22.20\|-2.84\|22.63\|22.84\|21.70\|41637;2026-07-08\|21.39\|-3.65\|21.99\|21.99\|21.16\|32835;2026-07-09\|21.49\|0.47\|21.24\|21.60\|20.65\|35138;2026-07-10\|21.41\|-0.37\|21.50\|22.03\|21.20\|35433;2026-07-13\|20.55\|-4.02\|21.61\|21.68\|20.36\|34319;2026-07-14\|20.92\|1.80\|20.34\|21.20\|19.90\|49821;2026-07-15\|20.94\|0.10\|21.17\|22.34\|20.73\|50775;2026-07-16\|20.03\|-4.35\|21.33\|21.33\|19.86\|40610;2026-07-17\|18.35\|-8.39\|20.22\|20.39\|18.03\|60324
110415		涨停揭秘：高温天气提前叠加空调旺季预期与低估值修复；涨停缘由：多地气温突破30℃催化空调需求，公司空调主业边际改善且红外遥控组件具备技术壁垒，2025年营收同比增长9.6%、现金流明显改善；资金逻辑：游资主导拉升，龙虎榜两家一线游资合计买入超3800万元；风险提示：空调主业规模较小，市场竞争激烈，地产链复苏节奏存在不确定性	公司主营空调等制冷产品、空调用红外线遥控等	2026-03-10\|5.47\|4.19\|5.28\|5.50\|5.28\|123528;2026-03-11\|5.45\|-0.37\|5.47\|5.51\|5.40\|69872;2026-03-12\|5.39\|-1.10\|5.46\|5.52\|5.39\|125033;2026-03-13\|5.44\|0.93\|5.38\|5.52\|5.37\|130610;2026-03-16\|5.37\|-1.29\|5.43\|5.49\|5.35\|98988;2026-03-17\|5.30\|-1.30\|5.38\|5.45\|5.29\|93484;2026-03-18\|5.36\|1.13\|5.30\|5.37\|5.24\|76242;2026-03-19\|5.21\|-2.80\|5.32\|5.38\|5.15\|95462;2026-03-20\|5.06\|-2.88\|5.21\|5.25\|5.05\|114263;2026-03-23\|4.67\|-7.71\|4.99\|4.99\|4.61\|190009;2026-03-24\|4.95\|6.00\|4.74\|4.98\|4.65\|152558;2026-03-25\|5.13\|3.64\|4.99\|5.14\|4.97\|109052;2026-03-26\|5.08\|-0.97\|5.11\|5.21\|5.02\|110097;2026-03-27\|5.15\|1.38\|5.02\|5.18\|5.00\|76153;2026-03-30\|5.18\|0.58\|5.10\|5.21\|5.07\|102881;2026-03-31\|5.15\|-0.58\|5.17\|5.28\|5.12\|99135;2026-04-01\|5.12\|-0.58\|5.21\|5.24\|5.05\|95434;2026-04-02\|5.00\|-2.34\|5.10\|5.12\|4.96\|76755;2026-04-03\|4.78\|-4.40\|5.01\|5.03\|4.77\|106001;2026-04-07\|4.96\|3.77\|4.77\|4.98\|4.75\|104214;2026-04-08\|5.11\|3.02\|5.01\|5.13\|5.00\|85350;2026-04-09\|5.04\|-1.37\|5.11\|5.13\|5.00\|73396;2026-04-10\|5.13\|1.79\|5.06\|5.20\|5.04\|77207;2026-04-13\|5.10\|-0.58\|5.13\|5.13\|5.03\|63230;2026-04-14\|5.07\|-0.59\|5.12\|5.12\|5.02\|64487;2026-04-15\|5.04\|-0.59\|5.11\|5.15\|5.02\|64252;2026-04-16\|5.11\|1.39\|5.05\|5.13\|5.03\|91892;2026-04-17\|5.06\|-0.98\|5.12\|5.13\|5.03\|61981;2026-04-20\|5.14\|1.58\|5.06\|5.15\|5.03\|84543;2026-04-21\|5.16\|0.39\|5.15\|5.17\|5.10\|64810;2026-04-22\|5.16\|0.00\|5.12\|5.20\|5.09\|70933;2026-04-23\|5.18\|0.39\|5.15\|5.20\|5.05\|89127;2026-04-24\|5.25\|1.35\|5.15\|5.28\|5.10\|100957;2026-04-27\|5.29\|0.76\|5.24\|5.30\|5.09\|93785;2026-04-28\|5.29\|0.00\|5.28\|5.34\|5.23\|92834;2026-04-29\|5.35\|1.13\|5.24\|5.38\|5.16\|133973;2026-04-30\|5.42\|1.31\|5.35\|5.44\|5.31\|112567;2026-05-06\|5.43\|0.18\|5.46\|5.48\|5.37\|120027;2026-05-07\|5.40\|-0.55\|5.43\|5.50\|5.37\|104222;2026-05-08\|5.42\|0.37\|5.40\|5.44\|5.37\|77635;2026-05-11\|5.96\|9.96\|5.45\|5.96\|5.42\|227633;2026-05-12\|5.91\|-0.84\|5.96\|6.10\|5.70\|669406;2026-05-13\|6.04\|2.20\|5.91\|6.50\|5.85\|792691;2026-05-14\|5.84\|-3.31\|5.98\|6.19\|5.83\|570120;2026-05-15\|5.68\|-2.74\|5.80\|5.94\|5.65\|368374;2026-05-18\|5.78\|1.76\|5.75\|5.90\|5.70\|283150;2026-05-19\|5.67\|-1.90\|5.84\|5.94\|5.63\|264602;2026-05-20\|5.51\|-2.82\|5.67\|5.73\|5.46\|238479;2026-05-21\|5.23\|-5.08\|5.54\|5.56\|5.20\|242040;2026-05-22\|5.26\|0.57\|5.24\|5.30\|5.10\|162410;2026-05-25\|5.17\|-1.71\|5.30\|5.34\|5.10\|129153;2026-05-26\|5.02\|-2.90\|5.16\|5.17\|4.95\|141571;2026-05-27\|4.89\|-2.59\|5.03\|5.03\|4.86\|113601;2026-05-28\|5.01\|2.45\|4.88\|5.03\|4.84\|129732;2026-05-29\|4.99\|-0.40\|5.03\|5.30\|4.94\|204558;2026-06-01\|5.10\|2.20\|4.94\|5.12\|4.84\|137857;2026-06-02\|4.90\|-3.92\|5.12\|5.12\|4.85\|144217;2026-06-03\|4.85\|-1.02\|4.89\|4.90\|4.79\|89629;2026-06-04\|4.73\|-2.47\|4.84\|4.88\|4.69\|98870;2026-06-05\|4.78\|1.06\|4.75\|4.84\|4.69\|93669;2026-06-08\|4.67\|-2.30\|4.71\|4.80\|4.58\|101617;2026-06-09\|4.64\|-0.64\|4.70\|4.72\|4.58\|84672;2026-06-10\|4.46\|-1.33\|4.53\|4.58\|4.40\|89267;2026-06-11\|4.39\|-1.57\|4.46\|4.50\|4.34\|107000;2026-06-12\|4.46\|1.59\|4.43\|4.49\|4.33\|101592;2026-06-15\|4.45\|-0.22\|4.47\|4.58\|4.43\|97736;2026-06-16\|4.42\|-0.67\|4.46\|4.48\|4.35\|72303;2026-06-17\|4.30\|-2.71\|4.41\|4.41\|4.27\|95070;2026-06-18\|4.25\|-1.16\|4.27\|4.29\|4.18\|85501;2026-06-22\|4.34\|2.12\|4.25\|4.36\|4.08\|98281;2026-06-23\|4.44\|2.30\|4.28\|4.63\|4.26\|154232;2026-06-24\|4.22\|-4.96\|4.48\|4.48\|4.19\|108685;2026-06-25\|4.17\|-1.18\|4.20\|4.24\|4.12\|72893;2026-06-26\|4.08\|-2.16\|4.16\|4.16\|4.04\|67209;2026-06-29\|4.14\|1.47\|4.25\|4.43\|4.02\|176468;2026-06-30\|4.07\|-1.69\|4.13\|4.23\|4.04\|154283;2026-07-01\|4.21\|3.44\|4.08\|4.23\|4.03\|131210;2026-07-02\|4.19\|-0.48\|4.22\|4.35\|4.18\|135878;2026-07-03\|4.29\|2.39\|4.17\|4.32\|4.17\|109292;2026-07-06\|4.34\|1.17\|4.35\|4.40\|4.25\|115290;2026-07-07\|4.17\|-3.92\|4.31\|4.33\|4.15\|89459;2026-07-08\|4.14\|-0.72\|4.17\|4.17\|4.08\|56093;2026-07-09\|4.09\|-1.21\|4.12\|4.16\|4.04\|63606;2026-07-10\|4.20\|2.69\|4.09\|4.26\|4.04\|89321;2026-07-13\|4.11\|-2.14\|4.21\|4.22\|4.09\|70375;2026-07-14\|4.24\|3.16\|4.09\|4.25\|4.07\|77126;2026-07-15\|4.30\|1.42\|4.25\|4.33\|4.19\|71995;2026-07-16\|4.32\|0.47\|4.29\|4.37\|4.22\|74491;2026-07-17\|4.20\|-2.78\|4.28\|4.40\|4.18\|82695
110414		保健品+宠物经济+增持 1、据2026年4月29日年报，2025年公司拓展了添加公司核心益生菌、植提原料的宠物产品系列，形成了以健康、优质、安全为特色的多品线格局，满足从人群到爱宠的多维度健康需求。据2026年6月16日互动易，公司产品在淘宝、天猫、京东、抖音等相关平台旗舰店销售。 2、据2026年4月29日年报，公司主营业务为保健品、保健食品和保健品原料的研发、生产、销售，以及老年医疗护理机构的运营及管理。公司是中国保健品行业首家A股上市公司。 3、据2026年6月13日公告，控股股东上海韵简于2026年6月12日增持30.06万股，并计划至2026年12月11日前继续增持不超过1550万股占总股本2.00%。	1、公司运营6家营利性护理院/医院，为8家非营利性老年医疗护理机构输出管理咨询服务，总运营床位数近4000张，项目遍布江浙沪近10个城市； 2、公司昂立益生菌卫生巾系列由演员佟丽娅代言，产品特别添加了昂立自有的4株复配菌株和2种益生元	2026-03-10\|5.99\|1.70\|5.93\|6.01\|5.88\|54752;2026-03-11\|5.89\|-1.67\|5.97\|6.00\|5.86\|44924;2026-03-12\|5.69\|-3.40\|5.88\|5.89\|5.68\|113486;2026-03-13\|5.60\|-1.58\|5.66\|5.74\|5.57\|101888;2026-03-16\|5.68\|1.43\|5.64\|5.71\|5.59\|82006;2026-03-17\|5.56\|-2.11\|5.72\|5.72\|5.55\|87915;2026-03-18\|5.62\|1.08\|5.53\|5.65\|5.53\|84003;2026-03-19\|5.45\|-3.02\|5.57\|5.60\|5.43\|64292;2026-03-20\|5.31\|-2.57\|5.42\|5.55\|5.29\|71382;2026-03-23\|5.00\|-5.84\|5.16\|5.27\|4.97\|90840;2026-03-24\|5.28\|5.60\|5.14\|5.29\|5.06\|111044;2026-03-25\|5.38\|1.89\|5.36\|5.40\|5.28\|58687;2026-03-26\|5.25\|-2.42\|5.40\|5.42\|5.20\|51355;2026-03-27\|5.38\|2.48\|5.28\|5.62\|5.22\|107509;2026-03-30\|5.39\|0.19\|5.35\|5.43\|5.29\|79486;2026-03-31\|5.38\|-0.19\|5.39\|5.49\|5.37\|70402;2026-04-01\|5.48\|1.86\|5.45\|5.54\|5.42\|65466;2026-04-02\|5.39\|-1.64\|5.48\|5.49\|5.35\|51448;2026-04-03\|5.23\|-2.97\|5.37\|5.41\|5.21\|50906;2026-04-07\|5.29\|1.15\|5.23\|5.35\|5.15\|72486;2026-04-08\|5.42\|2.46\|5.35\|5.44\|5.31\|58073;2026-04-09\|5.23\|-3.51\|5.43\|5.43\|5.21\|62932;2026-04-10\|5.26\|0.57\|5.30\|5.34\|5.24\|54330;2026-04-13\|5.27\|0.19\|5.23\|5.30\|5.19\|53321;2026-04-14\|5.22\|-0.95\|5.28\|5.30\|5.15\|68620;2026-04-15\|5.17\|-0.96\|5.21\|5.26\|5.16\|37483;2026-04-16\|5.23\|1.16\|5.16\|5.25\|5.10\|62006;2026-04-17\|5.20\|-0.57\|5.20\|5.23\|5.04\|111013;2026-04-20\|5.23\|0.58\|5.19\|5.23\|5.11\|87069;2026-04-21\|5.18\|-0.96\|5.25\|5.26\|5.12\|65352;2026-04-22\|5.14\|-0.77\|5.12\|5.29\|5.12\|131043;2026-04-23\|5.14\|0.00\|5.14\|5.20\|5.08\|102834;2026-04-24\|4.99\|-2.92\|5.10\|5.13\|4.94\|116843;2026-04-27\|5.11\|2.40\|4.99\|5.12\|4.90\|96932;2026-04-28\|5.10\|-0.20\|5.13\|5.16\|5.04\|65415;2026-04-29\|5.17\|1.37\|5.08\|5.24\|5.08\|86289;2026-04-30\|5.43\|5.03\|5.15\|5.52\|5.13\|189401;2026-05-06\|5.41\|-0.37\|5.46\|5.63\|5.36\|164639;2026-05-07\|5.41\|0.00\|5.41\|5.47\|5.37\|87979;2026-05-08\|5.95\|9.98\|5.37\|5.95\|5.35\|280874;2026-05-11\|6.55\|10.08\|6.49\|6.55\|6.41\|138046;2026-05-12\|7.21\|10.08\|7.21\|7.21\|6.71\|613541;2026-05-13\|7.93\|9.99\|7.78\|7.93\|7.70\|167580;2026-05-14\|7.90\|-0.38\|7.18\|8.38\|7.18\|864729;2026-05-15\|7.46\|-5.57\|7.59\|8.26\|7.27\|520310;2026-05-18\|7.12\|-4.56\|7.18\|7.88\|7.03\|385456;2026-05-19\|6.88\|-3.37\|7.26\|7.52\|6.80\|368546;2026-05-20\|7.57\|10.03\|6.86\|7.57\|6.56\|493075;2026-05-21\|6.84\|-9.64\|8.00\|8.00\|6.81\|500051;2026-05-22\|7.52\|9.94\|6.85\|7.52\|6.85\|342168;2026-05-25\|7.31\|-2.79\|7.49\|7.74\|7.29\|466475;2026-05-26\|7.17\|-1.92\|7.37\|7.38\|6.98\|260346;2026-05-27\|6.91\|-3.63\|7.00\|7.15\|6.86\|188558;2026-05-28\|6.70\|-3.04\|6.85\|6.98\|6.62\|232362;2026-05-29\|7.37\|10.00\|6.70\|7.37\|6.65\|258402;2026-06-01\|7.32\|-0.68\|7.56\|7.56\|7.05\|362272;2026-06-02\|7.01\|-4.24\|7.32\|7.34\|6.91\|245976;2026-06-03\|6.84\|-2.43\|7.01\|7.04\|6.73\|199611;2026-06-04\|6.56\|-4.09\|6.74\|6.83\|6.45\|198508;2026-06-05\|6.45\|-1.68\|6.56\|6.72\|6.35\|168733;2026-06-08\|6.22\|-3.57\|6.28\|6.53\|6.12\|151674;2026-06-09\|6.24\|0.32\|6.22\|6.62\|6.11\|174387;2026-06-10\|6.05\|-3.04\|6.14\|6.23\|5.97\|140574;2026-06-11\|5.92\|-2.15\|5.95\|6.12\|5.84\|92647;2026-06-12\|6.13\|3.55\|5.91\|6.31\|5.81\|166229;2026-06-15\|6.19\|0.98\|6.25\|6.40\|6.10\|171908;2026-06-16\|5.95\|-3.88\|6.13\|6.17\|5.89\|152378;2026-06-17\|5.92\|-0.50\|5.95\|5.96\|5.78\|96242;2026-06-18\|5.82\|-1.69\|5.98\|6.14\|5.76\|109773;2026-06-22\|5.54\|-4.81\|5.90\|5.90\|5.48\|155153;2026-06-23\|5.77\|4.15\|5.54\|6.03\|5.46\|240858;2026-06-24\|5.55\|-3.81\|5.71\|5.75\|5.54\|149551;2026-06-25\|5.58\|0.54\|5.58\|5.76\|5.41\|138590;2026-06-26\|5.36\|-3.94\|5.85\|5.88\|5.32\|193120;2026-06-29\|5.03\|-6.16\|5.35\|5.38\|5.03\|181793;2026-06-30\|4.93\|-1.99\|5.04\|5.17\|4.80\|157164;2026-07-01\|5.06\|2.64\|5.00\|5.13\|4.91\|128426;2026-07-02\|5.18\|2.37\|5.12\|5.36\|5.02\|160100;2026-07-03\|5.70\|10.04\|5.17\|5.70\|5.17\|117216;2026-07-06\|5.79\|1.58\|5.81\|6.22\|5.70\|294307;2026-07-07\|5.46\|-5.70\|5.79\|5.81\|5.43\|149987;2026-07-08\|5.36\|-1.83\|5.56\|5.58\|5.27\|96750;2026-07-09\|5.33\|-0.56\|5.41\|5.42\|5.22\|93878;2026-07-10\|5.34\|0.19\|5.25\|5.45\|5.24\|85884;2026-07-13\|5.13\|-3.93\|5.34\|5.36\|5.13\|81349;2026-07-14\|5.28\|2.92\|5.18\|5.35\|5.04\|100491;2026-07-15\|5.32\|0.76\|5.20\|5.47\|5.16\|110966;2026-07-16\|5.39\|1.32\|5.26\|5.39\|5.21\|72880;2026-07-17\|5.04\|-6.49\|5.39\|5.42\|4.97\|102914
110413		涨停揭秘：核废料玻璃固化关键耐火材料国产替代取得突破；涨停缘由：公司攻克核废料玻璃固化工程用关键耐火材料并实现列装，受益于国家加快高放废液处理能力建设及四代核电建设提速；资金逻辑：主力资金连续5日净流入，5月11日大宗交易溢价成交，机构席位买入占比达42.3%；风险提示：核电项目审批周期长，订单落地存在时滞，耐火材料业务毛利率承压	中国建材集团旗下，耐火材料企业；公司攻克核废料玻璃固化工程用关键耐火材料，实现国产化替代，切入核电高放废液处理赛道	2026-03-10\|19.73\|0.05\|19.97\|20.10\|19.58\|23541;2026-03-11\|19.33\|-2.03\|19.74\|19.84\|19.31\|35506;2026-03-12\|19.87\|2.79\|19.34\|20.11\|19.12\|59863;2026-03-13\|19.35\|-2.62\|19.86\|20.09\|19.29\|37643;2026-03-16\|19.43\|0.41\|19.32\|19.47\|18.95\|25080;2026-03-17\|19.20\|-1.18\|19.50\|19.63\|19.16\|19537;2026-03-18\|19.38\|0.94\|19.29\|19.53\|19.11\|21869;2026-03-19\|18.63\|-3.87\|19.29\|19.32\|18.56\|39622;2026-03-20\|18.37\|-1.40\|18.84\|18.96\|18.23\|26812;2026-03-23\|17.85\|-2.83\|17.99\|18.65\|17.62\|45980;2026-03-24\|19.08\|6.89\|18.11\|19.18\|18.00\|52037;2026-03-25\|19.33\|1.31\|19.20\|19.58\|19.15\|31450;2026-03-26\|19.48\|0.78\|19.34\|19.89\|19.20\|41116;2026-03-27\|19.79\|1.59\|19.30\|19.98\|19.01\|34190;2026-03-30\|19.72\|-0.35\|19.49\|19.85\|19.49\|23831;2026-03-31\|19.90\|0.91\|19.71\|20.19\|19.71\|32716;2026-04-01\|20.09\|0.95\|20.25\|20.50\|19.86\|26791;2026-04-02\|20.07\|-0.10\|20.10\|20.30\|19.95\|27468;2026-04-03\|19.74\|-1.64\|20.08\|20.30\|19.61\|23727;2026-04-07\|20.00\|1.32\|19.75\|20.20\|19.75\|32186;2026-04-08\|20.40\|2.00\|20.23\|20.50\|20.23\|44362;2026-04-09\|21.01\|2.99\|20.31\|21.48\|20.25\|101521;2026-04-10\|22.38\|6.52\|21.10\|22.50\|20.76\|122645;2026-04-13\|21.96\|-1.88\|22.36\|23.30\|21.75\|95093;2026-04-14\|22.24\|1.27\|22.08\|22.59\|21.61\|70357;2026-04-15\|22.39\|0.67\|22.22\|22.70\|22.13\|46942;2026-04-16\|22.84\|2.01\|22.45\|23.09\|21.94\|59997;2026-04-17\|23.41\|2.50\|22.91\|23.45\|22.64\|63682;2026-04-20\|23.34\|-0.30\|23.31\|24.22\|23.05\|83987;2026-04-21\|23.16\|-0.77\|23.34\|23.53\|23.06\|47526;2026-04-22\|23.79\|2.72\|22.41\|23.96\|22.12\|61725;2026-04-23\|23.18\|-2.56\|23.96\|24.07\|23.11\|45084;2026-04-24\|23.22\|0.17\|23.17\|23.54\|22.95\|34193;2026-04-27\|23.19\|-0.13\|23.12\|23.39\|22.79\|33176;2026-04-28\|22.50\|-2.98\|23.00\|23.11\|21.96\|72474;2026-04-29\|22.70\|0.89\|22.40\|22.99\|22.18\|39034;2026-04-30\|23.33\|2.78\|22.70\|23.38\|22.60\|56390;2026-05-06\|22.56\|-3.30\|23.33\|23.50\|22.56\|52205;2026-05-07\|22.65\|0.40\|22.56\|22.94\|22.56\|29702;2026-05-08\|23.33\|3.00\|22.57\|23.50\|22.35\|44148;2026-05-11\|25.66\|9.99\|23.78\|25.66\|23.77\|64586;2026-05-12\|23.93\|-6.74\|27.90\|28.23\|23.33\|341337;2026-05-13\|24.62\|2.88\|24.00\|25.52\|23.18\|228579;2026-05-14\|23.69\|-3.78\|24.31\|24.89\|23.60\|128096;2026-05-15\|26.06\|10.00\|24.39\|26.06\|24.39\|255616;2026-05-18\|26.48\|1.61\|26.17\|27.29\|25.66\|221111;2026-05-19\|26.87\|1.47\|26.58\|26.97\|26.09\|106128;2026-05-20\|27.44\|2.12\|26.90\|27.62\|26.52\|112331;2026-05-21\|26.01\|-5.21\|27.99\|28.00\|25.90\|118021;2026-05-22\|25.75\|-1.00\|26.01\|26.44\|25.55\|61471;2026-05-25\|25.38\|-1.44\|25.63\|25.63\|24.60\|85766;2026-05-26\|25.60\|0.87\|25.55\|26.05\|24.91\|65839;2026-05-27\|25.28\|-1.25\|25.61\|26.05\|25.15\|60407;2026-05-28\|25.22\|-0.24\|25.28\|25.54\|24.74\|48092;2026-05-29\|24.04\|-4.68\|25.66\|25.66\|23.89\|62905;2026-06-01\|23.36\|-2.83\|24.05\|24.30\|23.16\|62334;2026-06-02\|24.50\|4.88\|22.99\|25.17\|22.24\|100775;2026-06-03\|23.91\|-2.41\|24.43\|24.56\|23.72\|51745;2026-06-04\|23.72\|-0.79\|23.80\|24.11\|23.45\|38448;2026-06-05\|24.22\|2.11\|24.01\|25.37\|23.31\|86322;2026-06-08\|23.58\|-2.64\|24.00\|24.58\|23.00\|53156;2026-06-09\|23.43\|-0.64\|23.73\|24.00\|23.15\|34619;2026-06-10\|22.82\|-2.60\|23.34\|23.34\|22.60\|37986;2026-06-11\|22.55\|-1.18\|22.53\|23.15\|22.16\|39488;2026-06-12\|22.57\|0.09\|23.00\|23.18\|22.44\|47730;2026-06-15\|22.15\|-1.86\|22.62\|23.00\|21.97\|55567;2026-06-16\|22.30\|0.68\|22.15\|22.76\|21.72\|70313;2026-06-17\|23.08\|3.50\|22.75\|24.53\|22.50\|210472;2026-06-18\|21.84\|-5.37\|23.22\|23.72\|21.82\|181100;2026-06-22\|21.55\|-1.33\|21.86\|22.11\|21.10\|91095;2026-06-23\|22.41\|3.99\|21.55\|22.78\|21.28\|80636;2026-06-24\|22.67\|1.16\|22.40\|23.45\|22.22\|80057;2026-06-25\|21.44\|-5.43\|22.72\|23.00\|21.22\|106823;2026-06-26\|21.32\|-0.56\|21.45\|22.00\|21.00\|73096;2026-06-29\|20.70\|-2.91\|21.21\|21.70\|20.54\|73676;2026-06-30\|20.83\|0.63\|20.55\|21.31\|20.10\|67321;2026-07-01\|20.38\|-2.16\|20.86\|20.99\|20.36\|45379;2026-07-02\|20.92\|2.65\|20.38\|22.00\|20.38\|80874;2026-07-03\|21.03\|0.53\|22.35\|22.35\|20.87\|56932;2026-07-06\|21.50\|2.23\|21.04\|21.50\|20.75\|54638;2026-07-07\|20.69\|-3.77\|21.50\|21.80\|20.32\|64930;2026-07-08\|20.46\|-1.11\|20.69\|20.86\|20.10\|45429;2026-07-09\|21.00\|2.64\|20.49\|21.10\|19.96\|62527;2026-07-10\|20.27\|-3.48\|20.91\|21.00\|20.15\|52622;2026-07-13\|19.85\|-2.07\|20.13\|20.45\|19.43\|55544;2026-07-14\|20.41\|2.82\|19.64\|20.44\|19.60\|44478;2026-07-15\|20.43\|0.10\|20.41\|20.90\|20.11\|34106;2026-07-16\|20.20\|-1.13\|20.23\|20.89\|20.12\|33460;2026-07-17\|18.96\|-6.14\|20.10\|20.15\|18.72\|55830
110412		涨停揭秘：钍基熔盐堆示范项目推进叠加核级电机核心配套地位；涨停缘由：控股股东哈电集团牵头钍基熔盐堆国家专项，公司承担主泵电机等核一级设备研制，首座2MWt实验堆预计2026年内启动冷试并已获首批订单；资金逻辑：北向资金单日增持0.82%，融资余额5日增长14.6%；风险提示：四代核电商业化进程仍处早期，技术验证周期长，订单规模与确认节奏存在不确定性	控股股东哈电集团在钍基熔盐堆等四代核电产业上已有战略布局	2026-03-10\|15.73\|0.70\|15.64\|15.95\|15.48\|148532;2026-03-11\|15.55\|-1.14\|15.72\|15.82\|15.49\|129125;2026-03-12\|15.60\|0.32\|15.49\|16.00\|15.01\|286172;2026-03-13\|16.20\|3.85\|15.55\|16.55\|15.47\|384512;2026-03-16\|15.62\|-3.58\|16.37\|16.43\|15.50\|297097;2026-03-17\|14.88\|-4.74\|15.66\|15.69\|14.87\|183333;2026-03-18\|14.99\|0.74\|14.93\|15.25\|14.66\|118189;2026-03-19\|14.52\|-3.14\|14.73\|14.87\|14.43\|109014;2026-03-20\|14.13\|-2.69\|14.63\|14.73\|14.13\|107083;2026-03-23\|13.34\|-5.59\|13.80\|14.06\|13.18\|159978;2026-03-24\|13.68\|2.55\|13.60\|13.70\|13.26\|103389;2026-03-25\|13.92\|1.75\|13.79\|14.02\|13.69\|90073;2026-03-26\|13.59\|-2.37\|13.91\|13.91\|13.44\|73189;2026-03-27\|13.80\|1.55\|13.41\|13.85\|13.40\|63290;2026-03-30\|13.57\|-1.67\|13.50\|13.78\|13.27\|103599;2026-03-31\|13.46\|-0.81\|13.57\|13.89\|13.41\|86259;2026-04-01\|13.78\|2.38\|13.76\|14.07\|13.67\|96962;2026-04-02\|13.46\|-2.32\|13.73\|13.87\|13.34\|64582;2026-04-03\|12.98\|-3.57\|13.46\|13.58\|12.96\|73207;2026-04-07\|13.15\|1.31\|13.01\|13.22\|12.95\|50747;2026-04-08\|13.60\|3.42\|13.51\|13.61\|13.43\|77961;2026-04-09\|13.45\|-1.10\|13.55\|13.60\|13.32\|64051;2026-04-10\|13.64\|1.41\|13.51\|13.72\|13.50\|64542;2026-04-13\|13.64\|0.00\|13.50\|13.69\|13.45\|46757;2026-04-14\|13.96\|2.35\|13.75\|13.96\|13.66\|70357;2026-04-15\|14.24\|2.01\|14.10\|14.70\|14.09\|153388;2026-04-16\|14.21\|-0.21\|14.38\|14.41\|14.13\|84464;2026-04-17\|14.14\|-0.49\|14.31\|14.31\|14.08\|73412;2026-04-20\|14.24\|0.71\|14.14\|14.47\|14.04\|84693;2026-04-21\|13.93\|-2.18\|14.24\|14.24\|13.81\|89805;2026-04-22\|14.10\|1.22\|13.92\|14.12\|13.90\|60364;2026-04-23\|14.10\|0.00\|14.15\|14.27\|13.83\|61770;2026-04-24\|13.95\|-1.06\|13.95\|14.07\|13.86\|53108;2026-04-27\|13.93\|-0.14\|13.95\|14.00\|13.72\|52824;2026-04-28\|14.53\|4.31\|14.51\|14.69\|14.32\|221956;2026-04-29\|14.67\|0.96\|14.45\|14.78\|14.31\|135203;2026-04-30\|14.78\|0.75\|14.67\|15.07\|14.60\|152193;2026-05-06\|15.25\|3.18\|14.85\|15.36\|14.75\|168625;2026-05-07\|15.45\|1.31\|15.23\|15.58\|15.15\|198228;2026-05-08\|15.53\|0.52\|15.40\|15.64\|15.22\|155877;2026-05-11\|17.08\|9.98\|15.59\|17.08\|15.52\|316416;2026-05-12\|16.59\|-2.87\|17.44\|17.46\|16.47\|449517;2026-05-13\|16.64\|0.30\|16.73\|17.10\|16.48\|248995;2026-05-14\|15.97\|-4.03\|16.63\|16.84\|15.97\|278924;2026-05-15\|15.76\|-1.31\|16.19\|16.41\|15.59\|173269;2026-05-18\|15.76\|0.00\|15.69\|16.41\|15.51\|194166;2026-05-19\|16.12\|2.28\|15.85\|16.21\|15.56\|163325;2026-05-20\|15.77\|-2.17\|16.01\|16.11\|15.48\|180403;2026-05-21\|13.15\|0.77\|13.16\|13.89\|13.07\|329032;2026-05-22\|13.91\|5.78\|13.16\|14.35\|12.94\|417660;2026-05-25\|14.03\|0.86\|13.88\|14.27\|13.45\|306232;2026-05-26\|13.71\|-2.28\|13.89\|14.02\|13.40\|228854;2026-05-27\|13.58\|-0.95\|13.68\|14.00\|13.39\|214545;2026-05-28\|13.59\|0.07\|13.48\|13.85\|13.40\|195299;2026-05-29\|13.50\|-0.66\|13.60\|14.17\|13.35\|231481;2026-06-01\|13.16\|-2.52\|13.37\|13.46\|12.80\|231193;2026-06-02\|12.94\|-1.67\|13.17\|13.28\|12.65\|145488;2026-06-03\|12.98\|0.31\|12.90\|13.27\|12.75\|146870;2026-06-04\|12.62\|-2.77\|12.96\|12.97\|12.51\|127983;2026-06-05\|12.53\|-0.71\|12.54\|12.86\|12.18\|134296;2026-06-08\|11.84\|-5.51\|12.31\|12.44\|11.72\|161363;2026-06-09\|12.38\|4.56\|11.97\|12.45\|11.77\|126792;2026-06-10\|11.96\|-3.39\|12.26\|12.35\|11.80\|110998;2026-06-11\|12.03\|0.59\|11.85\|12.14\|11.79\|101490;2026-06-12\|12.46\|3.57\|12.21\|12.93\|12.12\|245037;2026-06-15\|13.30\|6.74\|12.57\|13.30\|12.50\|259031;2026-06-16\|14.50\|9.02\|13.44\|14.63\|13.33\|639197;2026-06-17\|13.96\|-3.72\|14.22\|14.50\|13.84\|413249;2026-06-18\|13.80\|-1.15\|14.00\|14.19\|13.68\|258784;2026-06-22\|14.66\|6.23\|13.75\|14.84\|13.59\|403174;2026-06-23\|14.44\|-1.50\|14.58\|15.08\|14.30\|299841;2026-06-24\|14.59\|1.04\|14.44\|14.75\|14.28\|230701;2026-06-25\|14.22\|-2.54\|14.59\|15.05\|14.18\|246735;2026-06-26\|14.03\|-1.34\|14.28\|14.65\|13.97\|232135;2026-06-29\|13.52\|-3.64\|14.04\|14.04\|13.29\|243017;2026-06-30\|13.96\|3.25\|13.65\|14.17\|13.50\|164250;2026-07-01\|13.78\|-1.29\|13.96\|14.10\|13.64\|148080;2026-07-02\|13.54\|-1.74\|13.75\|14.15\|13.48\|170790;2026-07-03\|13.31\|-1.70\|13.59\|13.80\|13.23\|209704;2026-07-06\|13.05\|-1.95\|13.38\|13.63\|13.02\|192896;2026-07-07\|12.63\|-3.22\|13.06\|13.13\|12.52\|157142;2026-07-08\|11.86\|-6.10\|12.57\|12.63\|11.84\|227622;2026-07-09\|12.40\|4.55\|11.93\|12.45\|11.49\|263171;2026-07-10\|12.16\|-1.94\|12.39\|12.58\|12.13\|185756;2026-07-13\|11.29\|-7.15\|12.08\|12.15\|11.24\|165139;2026-07-14\|11.55\|2.30\|11.39\|11.55\|11.15\|134147;2026-07-15\|11.49\|-0.52\|11.55\|11.60\|11.18\|144494;2026-07-16\|11.09\|-3.48\|11.35\|11.50\|11.09\|154477;2026-07-17\|10.63\|-4.15\|11.10\|11.11\|10.58\|155887
110411		中硼硅药用玻璃+RTU免洗免灭药包+产品涨价 1、据2026年5月15日投资者关系活动记录表，2026年公司把握市场动态，对公司部分产品进行了涨价，以应对集采政策落地后医药包装市场的需求恢复。 2、据2025年年度报告，公司于2025年投产免洗免灭菌RTU药用包材及预灌封注射器项目，产品针对美国503B法案催生的药房无菌新需求，已在美国设立公司搭建海外团队实现本地化销售。 3、据2025年年度报告，公司是国内领先的中硼硅药用玻璃生产基地，中硼硅产品占医药包装业务收入超过85%，形成了从制管到制瓶的完整产业链。	作为国内领先的硼硅玻璃生产企业，公司持续探索硼硅玻璃材料在多个前沿领域如微晶玻璃、光学玻璃的应用场景	2026-03-10\|17.12\|2.09\|16.79\|17.30\|16.75\|62427;2026-03-11\|17.65\|3.10\|17.12\|17.73\|17.03\|72450;2026-03-12\|18.00\|1.98\|17.63\|18.12\|17.55\|72874;2026-03-13\|17.83\|-0.94\|18.05\|18.27\|17.77\|61845;2026-03-16\|18.12\|1.63\|17.80\|18.20\|17.70\|49772;2026-03-17\|17.81\|-1.71\|18.12\|18.37\|17.76\|45942;2026-03-18\|18.01\|1.12\|17.91\|18.14\|17.59\|35725;2026-03-19\|17.00\|-5.61\|17.86\|18.01\|16.93\|55899;2026-03-20\|15.43\|-9.24\|17.01\|17.14\|15.40\|145924;2026-03-23\|15.53\|0.65\|15.14\|16.35\|15.07\|103455;2026-03-24\|15.93\|2.58\|15.84\|15.97\|15.24\|48069;2026-03-25\|16.27\|2.13\|15.88\|16.63\|15.88\|51201;2026-03-26\|16.47\|1.23\|16.28\|16.93\|16.11\|49880;2026-03-27\|17.02\|3.34\|16.34\|17.05\|16.30\|52783;2026-03-30\|16.60\|-2.47\|16.90\|16.95\|16.26\|52106;2026-03-31\|17.04\|2.65\|16.60\|17.12\|16.60\|52804;2026-04-01\|20.45\|20.01\|17.21\|20.45\|17.21\|383450;2026-04-02\|23.59\|15.35\|21.84\|24.50\|21.84\|613131;2026-04-03\|22.09\|-6.36\|23.10\|23.45\|20.43\|525632;2026-04-07\|21.22\|-3.94\|21.91\|22.16\|20.88\|314770;2026-04-08\|23.67\|11.55\|21.65\|23.89\|21.19\|406388;2026-04-09\|24.06\|1.65\|25.06\|25.29\|22.99\|426314;2026-04-10\|25.00\|3.91\|24.45\|26.28\|24.11\|396023;2026-04-13\|24.10\|-3.60\|25.00\|25.29\|23.48\|266080;2026-04-14\|23.76\|-1.41\|24.02\|24.58\|23.17\|190491;2026-04-15\|23.52\|-1.01\|23.85\|24.33\|23.23\|165329;2026-04-16\|23.31\|-0.89\|24.11\|24.20\|22.70\|191534;2026-04-17\|25.06\|7.51\|23.16\|26.00\|22.78\|313535;2026-04-20\|25.93\|3.47\|26.73\|27.43\|25.49\|341357;2026-04-21\|24.84\|-4.20\|25.50\|25.65\|23.27\|264702;2026-04-22\|27.42\|10.39\|24.81\|28.60\|24.65\|349345;2026-04-23\|26.56\|-3.14\|26.78\|27.86\|26.03\|206911;2026-04-24\|27.77\|4.56\|26.48\|28.79\|26.33\|230948;2026-04-27\|28.45\|2.45\|28.33\|29.25\|27.59\|237521;2026-04-28\|26.69\|-6.19\|29.00\|29.00\|26.42\|212278;2026-04-29\|25.70\|-3.71\|26.02\|27.14\|25.22\|239562;2026-04-30\|26.85\|4.47\|25.08\|27.28\|24.03\|289761;2026-05-06\|25.98\|-3.24\|27.02\|27.77\|25.89\|184850;2026-05-07\|26.28\|1.15\|26.10\|27.69\|25.77\|185731;2026-05-08\|27.50\|4.64\|26.07\|29.00\|25.72\|250755;2026-05-11\|33.00\|20.00\|27.50\|33.00\|27.50\|344250;2026-05-12\|33.03\|0.09\|34.04\|34.56\|32.41\|357234;2026-05-13\|34.94\|5.78\|32.34\|35.67\|31.66\|302750;2026-05-14\|36.85\|5.47\|34.32\|37.77\|33.39\|337698;2026-05-15\|35.49\|-3.69\|36.81\|37.31\|34.75\|282778;2026-05-18\|39.44\|11.13\|35.36\|41.80\|35.36\|367900;2026-05-19\|40.01\|1.45\|39.61\|41.00\|38.00\|249404;2026-05-20\|40.33\|0.80\|40.87\|40.87\|37.02\|267696;2026-05-21\|43.31\|7.39\|43.66\|48.38\|43.31\|435666;2026-05-22\|49.15\|13.48\|45.10\|50.20\|43.99\|337944;2026-05-25\|45.40\|-7.63\|47.50\|48.69\|43.21\|355532;2026-05-26\|44.90\|-1.10\|45.00\|45.87\|40.40\|285996;2026-05-27\|43.86\|-2.32\|43.99\|47.02\|43.00\|232309;2026-05-28\|44.20\|0.78\|42.28\|45.30\|40.88\|220686;2026-05-29\|42.26\|-4.39\|46.67\|46.98\|41.43\|211305;2026-06-01\|44.22\|4.64\|43.57\|47.50\|43.06\|241777;2026-06-02\|42.35\|-4.23\|43.98\|45.40\|40.30\|237487;2026-06-03\|45.45\|7.32\|41.80\|47.47\|40.69\|314385;2026-06-04\|54.54\|20.00\|44.00\|54.54\|43.52\|361391;2026-06-05\|54.69\|0.28\|54.94\|57.50\|52.36\|352887;2026-06-08\|52.56\|-3.89\|51.01\|57.88\|51.01\|334345;2026-06-09\|53.40\|1.79\|53.01\|54.41\|49.66\|317072;2026-06-10\|49.96\|-6.44\|52.00\|52.40\|48.28\|222366;2026-06-11\|54.86\|9.81\|49.08\|56.30\|47.17\|315131;2026-06-12\|52.46\|-4.37\|55.74\|56.50\|51.00\|232573;2026-06-15\|58.88\|12.24\|55.01\|59.40\|55.01\|223254;2026-06-16\|63.16\|7.27\|58.35\|67.93\|58.05\|297805;2026-06-17\|71.65\|13.44\|65.76\|74.00\|63.01\|311182;2026-06-18\|66.86\|-6.69\|67.90\|69.97\|66.22\|251045;2026-06-22\|68.20\|2.00\|69.80\|70.00\|66.68\|245448;2026-06-23\|66.47\|-2.54\|68.00\|69.90\|64.50\|199064;2026-06-24\|68.26\|2.69\|67.66\|71.00\|65.80\|227610;2026-06-25\|66.23\|-2.97\|70.36\|72.65\|65.78\|278213;2026-06-26\|71.15\|7.43\|65.62\|76.30\|64.26\|304622;2026-06-29\|63.18\|-11.20\|70.79\|73.88\|62.00\|298698;2026-06-30\|66.90\|5.89\|65.08\|69.40\|64.02\|227189;2026-07-01\|63.40\|-5.23\|65.70\|66.47\|63.06\|177733;2026-07-02\|57.44\|-9.40\|58.88\|62.25\|57.18\|247808;2026-07-03\|51.55\|-10.25\|56.68\|57.44\|51.31\|292211;2026-07-06\|47.04\|-8.75\|51.64\|52.55\|46.58\|225540;2026-07-07\|45.57\|-3.12\|47.00\|47.60\|44.60\|150146;2026-07-08\|47.99\|5.31\|46.48\|50.56\|45.88\|296542;2026-07-09\|50.01\|4.21\|48.94\|51.87\|47.15\|233635;2026-07-10\|45.73\|-8.56\|51.52\|51.89\|45.65\|240792;2026-07-13\|41.20\|-9.91\|45.06\|45.50\|40.51\|251422;2026-07-14\|43.48\|5.53\|41.00\|43.73\|40.15\|162063;2026-07-15\|42.33\|-2.64\|44.35\|44.44\|42.00\|143256;2026-07-16\|40.71\|-3.83\|41.95\|42.03\|40.09\|121908;2026-07-17\|38.02\|-6.61\|40.71\|41.52\|37.68\|145543
110410		CPO+商业航天+Micro LED+玻璃基板行业原因： 1、据上海证券报3月3日报道，英伟达与Lumentum、Coherent签署多年战略协议并投入40亿美元，锁定硅光子及CPO产能。 2、英伟达GTC 2026大会将于3月16日举行，业界推测，大会预计将集中展示新一代GPU架构Rubin平台，以及下一代Feynman架构的GPU、CPO交换机、电源架构升级以及液冷散热等关键技术进展。公司原因： 1、据2025年2月2日互动易，公司子公司通格微是全球极少数掌握玻璃基TGV全制程工艺并实现产业化的公司，产品应用于通信5g-A/6G、光模块CPO封装、半导体先进封装等。公司玻璃基1.6T光模块/CPO产品已完成小批量送样，目前正协同客户进行测试与验证。 2、据2026年2月2日互动易，公司自主研发的CPI膜材搭配特种防护镀膜，已携手头部商业航天客户，成功实现卫星柔性太阳翼的在轨应用；同时，公司正与多家柔性太阳翼相关客户推进业务对接及产品测试工作，整体进展顺利。 3、据2025年半年度报告，公司建成全球首条玻璃基TGV多层线路板生产线，玻璃基线路板在Mini/Micro LED、5G-A/6G、半导体先进封装等多领域同步推进。	公司TGV产品主要应用于玻璃基Mini/Micro LED直显、微流控等	2026-03-10\|39.42\|2.71\|39.15\|40.46\|38.41\|133966;2026-03-11\|43.36\|9.99\|39.59\|43.36\|39.59\|211646;2026-03-12\|41.90\|-3.37\|43.00\|43.74\|41.78\|233932;2026-03-13\|41.02\|-2.10\|41.89\|42.53\|40.86\|139867;2026-03-16\|42.50\|3.61\|42.17\|43.29\|41.97\|176448;2026-03-17\|38.26\|-9.98\|45.08\|45.08\|38.25\|263647;2026-03-18\|39.13\|2.27\|38.10\|39.60\|38.10\|134484;2026-03-19\|38.03\|-2.81\|37.80\|39.20\|37.30\|107132;2026-03-20\|36.88\|-3.02\|38.71\|39.50\|36.88\|123194;2026-03-23\|36.50\|-1.03\|35.50\|37.95\|35.11\|109745;2026-03-24\|36.30\|-0.55\|36.85\|36.98\|34.99\|98052;2026-03-25\|36.65\|0.96\|36.86\|37.65\|36.40\|84073;2026-03-26\|35.80\|-2.32\|36.31\|37.48\|35.55\|81974;2026-03-27\|35.40\|-1.12\|35.12\|36.44\|34.70\|79266;2026-03-30\|34.13\|-3.59\|35.00\|35.00\|33.05\|95682;2026-03-31\|32.76\|-4.01\|34.09\|34.40\|32.68\|69741;2026-04-01\|34.13\|4.18\|33.50\|34.39\|33.50\|71097;2026-04-02\|32.89\|-3.63\|34.02\|34.02\|32.62\|51657;2026-04-03\|34.07\|3.59\|33.00\|34.22\|32.60\|66376;2026-04-07\|32.90\|-3.43\|33.00\|33.52\|32.22\|82309;2026-04-08\|35.65\|8.36\|33.90\|36.19\|33.61\|133397;2026-04-09\|39.22\|10.01\|36.22\|39.22\|36.09\|225722;2026-04-10\|43.14\|9.99\|40.50\|43.14\|39.68\|310530;2026-04-13\|44.00\|1.99\|41.86\|45.40\|41.86\|328521;2026-04-14\|45.02\|2.32\|44.34\|46.00\|43.90\|245705;2026-04-15\|49.52\|10.00\|44.66\|49.52\|44.60\|188851;2026-04-16\|48.09\|-2.89\|49.00\|49.00\|46.06\|297355;2026-04-17\|52.90\|10.00\|48.00\|52.90\|48.00\|218748;2026-04-20\|58.19\|10.00\|56.60\|58.19\|56.20\|95725;2026-04-21\|58.51\|0.55\|60.00\|62.93\|56.00\|537891;2026-04-22\|64.36\|10.00\|58.29\|64.36\|58.29\|249432;2026-04-23\|60.50\|-6.00\|61.50\|66.00\|60.00\|335723;2026-04-24\|58.30\|-3.64\|60.38\|62.09\|57.38\|265484;2026-04-27\|64.13\|10.00\|60.57\|64.13\|60.06\|133922;2026-04-28\|63.40\|-1.14\|66.90\|66.90\|62.82\|273331;2026-04-29\|69.74\|10.00\|64.41\|69.74\|64.41\|204787;2026-04-30\|69.35\|-0.56\|71.83\|72.75\|66.50\|273300;2026-05-06\|66.80\|-3.68\|72.00\|72.00\|65.36\|351103;2026-05-07\|68.60\|2.69\|68.56\|70.11\|64.68\|349897;2026-05-08\|72.75\|6.05\|66.30\|74.00\|65.00\|341326;2026-05-11\|80.03\|10.01\|74.08\|80.03\|73.67\|257227;2026-05-12\|81.76\|2.16\|82.18\|86.03\|78.00\|376515;2026-05-13\|88.10\|7.75\|78.98\|88.88\|78.98\|303317;2026-05-14\|83.32\|-5.43\|88.30\|88.88\|81.09\|329717;2026-05-15\|74.99\|-10.00\|74.99\|74.99\|74.99\|23736;2026-05-18\|67.49\|-10.00\|67.49\|67.49\|67.49\|12333;2026-05-19\|70.73\|4.80\|61.39\|74.00\|61.39\|443165;2026-05-20\|77.76\|9.94\|67.99\|77.80\|67.19\|337459;2026-05-21\|81.02\|4.19\|83.02\|85.54\|79.88\|363687;2026-05-22\|80.00\|-1.26\|81.00\|84.95\|75.60\|303885;2026-05-25\|83.22\|4.03\|80.00\|87.09\|79.99\|269293;2026-05-26\|91.54\|10.00\|85.79\|91.54\|83.93\|208462;2026-05-27\|99.99\|9.23\|97.55\|100.69\|96.77\|407247;2026-05-28\|109.99\|10.00\|98.01\|109.99\|97.02\|270031;2026-05-29\|104.08\|-5.37\|112.00\|114.90\|98.99\|430963;2026-06-01\|114.49\|10.00\|110.00\|114.49\|109.23\|121842;2026-06-02\|122.00\|6.56\|118.21\|123.44\|110.61\|430032;2026-06-03\|118.82\|-2.61\|120.00\|128.78\|115.23\|362677;2026-06-04\|122.40\|3.01\|113.90\|126.66\|107.11\|333219;2026-06-05\|132.40\|8.17\|122.30\|134.64\|122.30\|357753;2026-06-08\|136.50\|3.10\|129.76\|144.05\|125.80\|377372;2026-06-09\|150.15\|10.00\|137.00\|150.15\|131.00\|335116;2026-06-10\|154.96\|3.20\|145.08\|158.80\|141.22\|347595;2026-06-11\|139.46\|-10.00\|150.01\|157.88\|139.46\|295293;2026-06-12\|129.80\|-6.93\|137.07\|149.87\|125.51\|546066;2026-06-15\|137.30\|5.78\|128.51\|138.88\|119.00\|379898;2026-06-16\|151.03\|10.00\|137.00\|151.03\|137.00\|268238;2026-06-17\|166.13\|10.00\|155.68\|166.13\|155.68\|119381;2026-06-18\|164.70\|-0.86\|171.11\|172.99\|150.00\|339157;2026-06-22\|172.02\|4.44\|172.70\|180.60\|163.60\|308238;2026-06-23\|172.15\|0.08\|172.06\|184.37\|164.10\|304393;2026-06-24\|167.37\|-2.78\|168.88\|172.99\|160.11\|287667;2026-06-25\|171.99\|2.76\|172.88\|175.00\|160.97\|305076;2026-06-26\|178.00\|3.49\|167.00\|188.00\|164.86\|313090;2026-06-29\|163.35\|-8.23\|178.50\|184.09\|160.20\|294954;2026-06-30\|162.97\|-0.23\|161.77\|173.57\|151.10\|296855;2026-07-01\|148.50\|-8.88\|157.01\|161.86\|147.00\|337604;2026-07-02\|137.81\|-7.20\|140.00\|148.00\|133.65\|263321;2026-07-03\|137.10\|-0.52\|136.01\|143.00\|132.90\|205080;2026-07-06\|123.39\|-10.00\|135.46\|138.39\|123.39\|226410;2026-07-07\|120.69\|-2.19\|122.49\|125.54\|118.30\|172409;2026-07-08\|122.37\|1.39\|121.00\|129.00\|120.50\|235616;2026-07-09\|125.60\|2.64\|123.98\|127.00\|116.51\|239378;2026-07-10\|118.14\|-5.94\|129.06\|136.66\|118.14\|301869;2026-07-13\|108.03\|-8.56\|116.02\|119.14\|107.67\|224916;2026-07-14\|109.80\|1.64\|108.03\|111.32\|102.29\|203473;2026-07-15\|100.05\|-8.88\|110.00\|111.80\|99.80\|150776;2026-07-16\|95.00\|-5.05\|99.58\|103.00\|93.23\|146922;2026-07-17\|85.50\|-10.00\|95.00\|96.00\|85.50\|149510
110409		PCB化学品+电镀添加剂+先进封装+一季报增长行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2026年5月11日投资者关系活动记录表，公司TGV电镀添加剂已实现批量出货并逐步放量，是部分头部客户核心供应商，正配合客户量产计划推进产业化进程。 2、据东北证券2026年6月11日研报，公司沉铜/电镀化学品产品通过英伟达认证；据2026年5月11日投资者关系活动记录表，适配AI算力高端PCB的SkyStrate VF系列电镀添加剂已通过部分IC载板厂量产导入。 3、据2026年4月28日公告，公司2026年一季度实现营收1.45亿元，同比增长42.41%，归母净利润2993.86万元，同比增长57.79%，高毛利电镀添加剂销售占比提升驱动利润增速高于营收增速。	1、公司主要从事PCB所需要的专用电子化学品，前期已有TGV相关玻璃基板通孔填孔的研发和技术储备； 2、公司先进封装的产品主要聚焦于RDL、bumping、TSV和TGV,其相关的电镀添加剂已经研发完成，并处于下游客户持续验证阶段	2026-03-10\|88.61\|3.98\|86.13\|89.99\|85.50\|31304;2026-03-11\|86.53\|-2.35\|89.46\|90.68\|86.50\|31718;2026-03-12\|83.77\|-3.19\|86.20\|87.22\|82.68\|35107;2026-03-13\|83.65\|-0.14\|84.00\|89.69\|83.00\|32843;2026-03-16\|82.42\|-1.47\|83.78\|83.78\|80.00\|31402;2026-03-17\|78.01\|-5.35\|83.77\|84.77\|78.01\|34168;2026-03-18\|78.50\|0.63\|78.88\|79.65\|77.35\|17924;2026-03-19\|74.62\|-4.94\|77.00\|77.99\|74.21\|18320;2026-03-20\|72.42\|-2.95\|74.42\|76.50\|72.07\|20149;2026-03-23\|66.31\|-8.44\|71.55\|71.55\|65.88\|30333;2026-03-24\|75.88\|14.43\|69.00\|77.00\|66.33\|44750;2026-03-25\|78.28\|3.16\|78.00\|80.76\|77.00\|47755;2026-03-26\|74.30\|-5.08\|76.88\|77.43\|74.01\|32162;2026-03-27\|77.82\|4.74\|73.62\|80.33\|71.66\|43763;2026-03-30\|79.20\|1.77\|75.76\|80.75\|75.76\|31775;2026-03-31\|78.95\|-0.32\|78.81\|83.93\|77.88\|38204;2026-04-01\|79.48\|0.67\|82.00\|82.50\|78.69\|28162;2026-04-02\|76.90\|-3.25\|79.08\|79.91\|75.50\|29876;2026-04-03\|75.70\|-1.56\|77.52\|78.72\|75.59\|19352;2026-04-07\|77.55\|2.44\|75.99\|80.60\|75.70\|25483;2026-04-08\|87.30\|12.57\|80.15\|89.49\|79.10\|68551;2026-04-09\|88.78\|1.70\|86.30\|88.88\|84.82\|40814;2026-04-10\|88.28\|-0.56\|91.54\|96.98\|87.60\|72427;2026-04-13\|86.24\|-2.31\|86.80\|88.56\|85.66\|53160;2026-04-14\|87.13\|1.03\|86.98\|90.51\|86.45\|56773;2026-04-15\|98.56\|13.12\|87.97\|100.80\|86.93\|104961;2026-04-16\|94.16\|-4.46\|98.50\|98.50\|93.86\|60585;2026-04-17\|97.35\|3.39\|92.86\|100.56\|91.88\|66764;2026-04-20\|94.36\|-3.07\|97.00\|98.80\|93.30\|58451;2026-04-21\|94.08\|-0.30\|93.28\|94.69\|92.03\|33446;2026-04-22\|96.80\|2.89\|94.26\|98.50\|93.97\|39762;2026-04-23\|92.80\|-4.13\|97.10\|98.50\|91.71\|34817;2026-04-24\|89.32\|-3.75\|93.40\|94.79\|87.66\|38942;2026-04-27\|94.58\|5.89\|90.00\|96.85\|89.60\|38836;2026-04-28\|99.80\|5.52\|95.60\|101.89\|93.23\|69928;2026-04-29\|94.08\|-5.73\|97.00\|99.60\|93.87\|55426;2026-04-30\|93.22\|-0.91\|94.65\|95.85\|92.51\|30418;2026-05-06\|99.30\|6.52\|94.38\|100.30\|94.18\|68377;2026-05-07\|103.48\|4.21\|100.00\|105.77\|98.66\|64988;2026-05-08\|100.98\|-2.42\|102.14\|106.10\|100.00\|50061;2026-05-11\|121.18\|20.00\|103.00\|121.18\|102.80\|99897;2026-05-12\|131.76\|8.73\|130.50\|135.00\|122.50\|99974;2026-05-13\|136.50\|3.60\|130.00\|137.98\|127.70\|84338;2026-05-14\|148.00\|8.42\|132.00\|152.00\|127.55\|127612;2026-05-15\|139.90\|-5.47\|139.12\|150.05\|138.56\|94483;2026-05-18\|143.80\|2.79\|139.05\|148.03\|137.00\|100022;2026-05-19\|155.10\|7.86\|147.00\|156.88\|147.00\|101630;2026-05-20\|148.77\|-4.08\|157.99\|165.00\|143.79\|80534;2026-05-21\|142.35\|-4.32\|167.00\|173.42\|140.22\|125115;2026-05-22\|170.82\|20.00\|149.94\|170.82\|149.94\|77574;2026-05-25\|183.00\|7.13\|186.20\|189.66\|176.49\|121105;2026-05-26\|178.13\|-2.66\|180.00\|182.00\|165.11\|103596;2026-05-27\|167.13\|-6.18\|182.99\|182.99\|163.89\|100157;2026-05-28\|169.77\|1.58\|162.01\|174.53\|158.00\|92136;2026-05-29\|165.33\|-2.62\|169.46\|184.00\|163.30\|127375;2026-06-01\|159.89\|-3.29\|164.00\|167.89\|152.81\|72362;2026-06-02\|162.17\|1.43\|157.00\|163.45\|147.10\|80359;2026-06-03\|158.39\|-2.33\|161.12\|162.90\|153.20\|70321;2026-06-04\|171.68\|8.39\|155.39\|175.00\|155.00\|94303;2026-06-05\|176.50\|2.81\|166.12\|187.88\|161.77\|104518;2026-06-08\|177.56\|0.60\|164.80\|182.98\|160.80\|68803;2026-06-09\|181.00\|1.94\|183.00\|187.87\|170.80\|59657;2026-06-10\|169.01\|-6.62\|174.21\|177.38\|164.08\|52407;2026-06-11\|162.45\|-3.88\|165.41\|171.98\|159.02\|39455;2026-06-12\|154.44\|-4.93\|168.51\|172.39\|152.53\|63782;2026-06-15\|185.33\|20.00\|160.00\|185.33\|158.22\|89751;2026-06-16\|195.26\|5.36\|189.93\|202.89\|180.00\|119785;2026-06-17\|196.12\|0.44\|193.99\|213.88\|190.01\|109182;2026-06-18\|194.65\|-0.75\|196.51\|205.90\|190.44\|84169;2026-06-22\|187.50\|-3.67\|195.78\|199.97\|181.80\|85714;2026-06-23\|170.07\|-9.30\|180.00\|183.00\|168.51\|73120;2026-06-24\|171.90\|1.08\|168.80\|172.88\|164.00\|66973;2026-06-25\|186.33\|8.39\|180.00\|199.80\|174.00\|105512;2026-06-26\|198.81\|6.70\|181.11\|202.50\|175.33\|113605;2026-06-29\|191.33\|-3.76\|199.92\|201.01\|169.00\|110190;2026-06-30\|207.95\|8.77\|186.00\|209.94\|177.50\|90616;2026-07-01\|196.65\|-5.43\|201.00\|207.00\|187.06\|84233;2026-07-02\|175.33\|-10.84\|183.00\|189.98\|173.04\|64657;2026-07-03\|163.80\|-6.58\|172.55\|176.97\|163.20\|63287;2026-07-06\|150.18\|-8.31\|162.84\|166.66\|150.00\|62350;2026-07-07\|150.00\|-0.12\|148.14\|155.75\|145.00\|46427;2026-07-08\|141.20\|-5.87\|151.23\|155.30\|140.18\|47176;2026-07-09\|149.37\|5.79\|145.66\|150.67\|139.66\|54602;2026-07-10\|140.02\|-6.26\|153.90\|155.54\|140.01\|50577;2026-07-13\|129.10\|-7.80\|139.90\|143.80\|128.29\|57972;2026-07-14\|136.61\|5.82\|131.60\|139.00\|127.07\|47393;2026-07-15\|129.00\|-5.57\|139.12\|139.87\|128.46\|38655;2026-07-16\|121.85\|-5.54\|125.97\|129.98\|120.00\|42097;2026-07-17\|111.00\|-8.90\|123.00\|124.00\|111.00\|46993
110408	全球存储龙头连续创新高	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1.88%股权	2026-03-10\|285.44\|3.39\|284.10\|286.50\|281.18\|233537;2026-03-11\|281.53\|-1.37\|288.04\|290.83\|281.32\|216499;2026-03-12\|274.78\|-2.40\|279.83\|283.83\|272.43\|172327;2026-03-13\|278.33\|1.29\|270.78\|285.67\|270.78\|226137;2026-03-16\|306.16\|10.00\|280.00\|306.16\|277.00\|462736;2026-03-17\|296.00\|-3.32\|306.50\|313.00\|295.88\|390001;2026-03-18\|311.25\|5.15\|305.10\|313.68\|302.00\|420514;2026-03-19\|303.68\|-2.43\|300.00\|309.71\|297.00\|312146;2026-03-20\|290.20\|-4.44\|305.55\|306.70\|290.00\|312536;2026-03-23\|273.35\|-5.81\|277.00\|282.88\|271.00\|282142;2026-03-24\|273.71\|0.13\|277.99\|278.00\|256.88\|336915;2026-03-25\|278.40\|1.71\|275.15\|285.80\|275.14\|283763;2026-03-26\|262.00\|-5.89\|268.00\|268.70\|260.00\|350773;2026-03-27\|258.66\|-1.27\|248.98\|260.18\|240.25\|289773;2026-03-30\|255.85\|-1.09\|252.00\|259.54\|250.03\|214696;2026-03-31\|238.10\|-6.94\|249.90\|252.00\|236.86\|427623;2026-04-01\|255.00\|7.10\|250.00\|256.10\|243.70\|387958;2026-04-02\|246.99\|-3.14\|257.86\|259.80\|245.60\|252974;2026-04-03\|249.10\|0.85\|250.99\|254.60\|247.50\|197472;2026-04-07\|249.66\|0.22\|253.10\|255.96\|248.81\|198472;2026-04-08\|255.96\|2.52\|250.11\|256.96\|243.08\|753325;2026-04-09\|250.49\|-2.14\|250.00\|253.49\|243.90\|444683;2026-04-10\|265.09\|5.83\|255.49\|268.32\|255.24\|534767;2026-04-13\|262.14\|-1.11\|261.00\|269.84\|260.90\|412421;2026-04-14\|280.01\|6.82\|269.50\|281.23\|266.39\|466205;2026-04-15\|274.00\|-2.15\|285.00\|287.65\|271.98\|396973;2026-04-16\|286.73\|4.65\|270.10\|287.00\|268.59\|409337;2026-04-17\|288.96\|0.78\|284.00\|295.66\|282.90\|406321;2026-04-20\|290.54\|0.55\|293.00\|295.96\|287.12\|325643;2026-04-21\|306.27\|5.41\|290.80\|309.00\|288.25\|425834;2026-04-22\|313.98\|2.52\|303.50\|314.58\|302.51\|341662;2026-04-23\|304.80\|-2.92\|326.01\|326.02\|301.90\|441997;2026-04-24\|297.70\|-2.33\|305.00\|310.00\|292.81\|349105;2026-04-27\|303.42\|1.92\|301.59\|309.58\|297.75\|316355;2026-04-28\|307.50\|1.34\|305.00\|319.33\|302.02\|367943;2026-04-29\|308.89\|0.45\|303.01\|311.66\|297.00\|419200;2026-04-30\|312.99\|1.33\|320.00\|321.00\|306.48\|587965;2026-05-06\|344.29\|10.00\|330.00\|344.29\|330.00\|423426;2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;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
110407	全球存储龙头连续创新高	CXL运力芯片+存储芯片+AI算力行业原因： 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28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-03-10\|152.98\|3.24\|152.99\|154.02\|150.86\|305722;2026-03-11\|149.80\|-2.08\|154.09\|154.31\|149.32\|251905;2026-03-12\|147.85\|-1.30\|149.05\|151.09\|146.29\|235286;2026-03-13\|146.50\|-0.91\|146.77\|150.45\|145.24\|265749;2026-03-16\|152.50\|4.10\|147.00\|153.71\|145.40\|409655;2026-03-17\|146.59\|-3.88\|153.00\|153.00\|146.42\|299524;2026-03-18\|153.62\|4.80\|150.00\|153.95\|148.62\|479788;2026-03-19\|149.68\|-2.56\|150.54\|153.56\|148.75\|382434;2026-03-20\|144.90\|-3.19\|151.40\|151.87\|144.86\|350753;2026-03-23\|136.80\|-5.59\|139.99\|142.38\|135.91\|383500;2026-03-24\|137.57\|0.56\|140.00\|140.00\|132.10\|300404;2026-03-25\|142.00\|3.22\|139.50\|143.88\|139.20\|325800;2026-03-26\|136.99\|-3.53\|139.88\|140.34\|136.10\|248477;2026-03-27\|135.10\|-1.38\|132.01\|136.95\|131.59\|234873;2026-03-30\|132.00\|-2.29\|131.58\|133.30\|131.05\|255719;2026-03-31\|125.28\|-5.09\|130.00\|130.00\|125.00\|364438;2026-04-01\|129.97\|3.74\|130.00\|131.12\|127.27\|342306;2026-04-02\|129.00\|-0.75\|131.60\|133.40\|127.72\|305824;2026-04-03\|127.26\|-1.35\|130.71\|131.05\|127.00\|185981;2026-04-07\|127.90\|0.50\|128.97\|130.50\|127.69\|198026;2026-04-08\|139.21\|8.84\|133.67\|139.21\|132.53\|500429;2026-04-09\|139.17\|-0.03\|137.52\|141.90\|136.66\|371454;2026-04-10\|143.53\|3.13\|143.00\|145.50\|142.30\|401409;2026-04-13\|152.30\|6.11\|142.40\|155.15\|142.38\|534921;2026-04-14\|153.36\|0.70\|157.50\|160.00\|153.06\|630132;2026-04-15\|147.18\|-4.03\|156.00\|156.08\|146.03\|491317;2026-04-16\|151.00\|2.60\|147.48\|152.85\|144.34\|397312;2026-04-17\|150.78\|-0.15\|150.52\|155.00\|150.03\|455254;2026-04-20\|154.66\|2.57\|153.20\|156.97\|152.25\|432314;2026-04-21\|158.40\|2.42\|154.69\|159.63\|149.66\|452161;2026-04-22\|163.35\|3.12\|158.41\|164.25\|157.29\|581695;2026-04-23\|159.70\|-2.23\|166.65\|168.88\|158.15\|621430;2026-04-24\|163.50\|2.38\|167.00\|172.00\|161.40\|621122;2026-04-27\|178.09\|8.92\|174.77\|180.60\|171.07\|825574;2026-04-28\|173.61\|-2.52\|172.70\|177.37\|170.02\|694863;2026-04-29\|169.90\|-2.14\|171.00\|171.95\|165.35\|517496;2026-04-30\|173.30\|2.00\|174.28\|175.14\|169.53\|591288;2026-05-06\|198.98\|14.82\|190.30\|205.57\|188.01\|1100590;2026-05-07\|209.91\|5.49\|201.99\|213.00\|200.00\|885443;2026-05-08\|210.27\|0.17\|205.00\|212.19\|203.68\|623845;2026-05-11\|249.22\|18.52\|231.26\|252.32\|230.00\|1102142;2026-05-12\|240.70\|-3.42\|240.85\|245.74\|231.08\|974189;2026-05-13\|258.80\|7.52\|233.00\|258.80\|233.00\|848754;2026-05-14\|265.08\|2.43\|280.00\|282.00\|262.97\|1076689;2026-05-15\|247.98\|-6.45\|265.00\|272.00\|242.63\|1145287;2026-05-18\|247.99\|0.00\|247.20\|258.88\|243.55\|789791;2026-05-19\|247.11\|-0.35\|239.05\|249.60\|233.08\|690322;2026-05-20\|257.30\|4.12\|247.12\|261.98\|247.11\|747902;2026-05-21\|262.17\|1.89\|274.80\|287.34\|261.00\|1120044;2026-05-22\|271.83\|3.68\|272.88\|276.74\|262.01\|785466;2026-05-25\|284.08\|4.51\|267.00\|285.68\|262.50\|894252;2026-05-26\|272.29\|-4.15\|286.00\|286.00\|265.55\|789223;2026-05-27\|265.50\|-2.49\|284.99\|288.79\|263.88\|766214;2026-05-28\|260.98\|-1.70\|260.00\|263.85\|253.23\|624091;2026-05-29\|253.00\|-3.06\|265.30\|272.00\|248.80\|730562;2026-06-01\|232.30\|-8.18\|250.88\|252.80\|232.12\|719863;2026-06-02\|237.00\|2.02\|236.04\|242.30\|224.95\|666311;2026-06-03\|253.90\|7.13\|248.25\|265.11\|245.11\|913174;2026-06-04\|259.67\|2.27\|248.50\|265.00\|248.01\|650951;2026-06-05\|239.39\|-7.81\|249.98\|254.56\|237.61\|692408;2026-06-08\|224.31\|-6.30\|221.00\|232.19\|221.00\|609373;2026-06-09\|236.40\|5.39\|233.58\|239.16\|228.85\|528244;2026-06-10\|231.00\|-2.28\|233.16\|239.56\|228.60\|429642;2026-06-11\|228.70\|-1.00\|231.00\|234.63\|224.72\|429837;2026-06-12\|224.88\|-1.67\|243.99\|245.00\|223.70\|637454;2026-06-15\|240.10\|6.77\|230.22\|240.18\|223.33\|537362;2026-06-16\|244.17\|1.70\|243.21\|247.16\|238.71\|538362;2026-06-17\|262.50\|7.51\|238.87\|262.65\|238.09\|741507;2026-06-18\|269.90\|2.82\|260.00\|275.28\|258.01\|815717;2026-06-22\|280.05\|3.76\|276.00\|285.00\|269.00\|795528;2026-06-23\|258.00\|-7.87\|275.01\|278.00\|255.55\|774899;2026-06-24\|266.49\|3.29\|256.00\|266.50\|253.66\|635915;2026-06-25\|279.16\|4.75\|277.50\|284.99\|268.00\|913012;2026-06-26\|261.82\|-6.21\|272.51\|276.97\|257.02\|755002;2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|830993;2026-07-13\|252.79\|-5.70\|263.00\|273.99\|250.55\|568035;2026-07-14\|270.00\|6.81\|252.79\|270.00\|248.30\|636142;2026-07-15\|252.68\|-6.41\|273.09\|275.00\|252.68\|535091;2026-07-16\|211.13\|-16.44\|233.03\|241.38\|204.12\|1160080;2026-07-17\|183.60\|-13.04\|205.01\|207.88\|182.36\|976888
110406	全球存储龙头连续创新高	存储芯片+参股公司爆发+一季报扭亏行业原因： 1、6月2日，SK集团会长崔泰源称，SK海力士计划五年内将晶圆产能翻番。他表示，存储芯片产能瓶颈问题可能会持续到2030年。 2、摩根大通在最新研报中大幅上调全球存储市场规模预测，认为存储芯片正从周期性商品向AI基础设施核心资产转型，预计2026年DRAM市场收入将达6360亿美元，供需缺口持续扩大。公司原因： 1、据2025年年度报告，公司高端存储产品已在AI智算中心、HPC高性能计算等核心场景实现规模化部署，打通了从主控芯片、SSD到存储系统的全产业链。 2、据2026年5月27日互动易，公司参股的国产企业级SSD头部厂商忆恒创源一季度净利润超4.5亿元，新锐主控芯片厂商泽石科技一季度已实现扭亏为盈，业绩同比大幅增长，参股公司的盈利为公司贡献正向业绩回报。 3、据2026年4月28日一季报，公司一季度营收1.22亿元，同比增长156.12%，归母净利润8718.08万元，同比扭亏为盈。	1、公司主要从事数据存储、数据保护、容灾等技术的研究、开发和应用； 2、子公司鸿秦科技承担了特殊行业固态存储主控芯片的研发和设计任务，形成了具有完全自主知识产权的鸿芯系列主控芯片东，是国内最早进入军工固态存储领域的专业存储厂商之一	2026-03-10\|20.31\|3.04\|20.00\|20.83\|19.96\|262853;2026-03-11\|20.08\|-1.13\|20.25\|20.59\|20.00\|209849;2026-03-12\|19.68\|-1.99\|20.00\|20.25\|19.46\|167717;2026-03-13\|19.52\|-0.81\|19.60\|20.20\|19.20\|171024;2026-03-16\|21.04\|7.79\|19.59\|21.20\|19.50\|425400;2026-03-17\|20.69\|-1.66\|20.78\|21.23\|20.56\|244396;2026-03-18\|24.83\|20.01\|21.40\|24.83\|20.81\|819580;2026-03-19\|26.44\|6.48\|26.01\|28.39\|26.01\|1320990;2026-03-20\|24.68\|-6.66\|27.24\|27.68\|24.61\|859739;2026-03-23\|22.51\|-8.79\|22.90\|23.77\|22.32\|583165;2026-03-24\|22.50\|-0.04\|22.70\|22.94\|21.62\|499776;2026-03-25\|22.44\|-0.27\|22.72\|23.48\|22.22\|554800;2026-03-26\|21.27\|-5.21\|22.17\|22.30\|21.12\|442357;2026-03-27\|21.13\|-0.66\|20.59\|21.42\|20.36\|272690;2026-03-30\|20.85\|-1.33\|20.67\|21.09\|20.36\|203372;2026-03-31\|19.83\|-4.89\|20.42\|20.67\|19.74\|280294;2026-04-01\|20.18\|1.76\|20.76\|21.12\|20.07\|311174;2026-04-02\|19.30\|-4.36\|20.74\|20.79\|19.20\|330406;2026-04-03\|18.68\|-3.21\|19.69\|19.73\|18.68\|197702;2026-04-07\|19.85\|6.26\|19.32\|21.06\|19.03\|443007;2026-04-08\|21.36\|7.61\|20.50\|21.39\|20.30\|478828;2026-04-09\|21.88\|2.43\|21.02\|22.42\|20.95\|460988;2026-04-10\|22.31\|1.97\|22.41\|23.10\|22.25\|527466;2026-04-13\|22.75\|1.97\|22.05\|22.97\|21.85\|297440;2026-04-14\|23.45\|3.08\|23.20\|23.58\|23.00\|334364;2026-04-15\|22.74\|-3.03\|23.45\|23.50\|22.62\|274232;2026-04-16\|23.51\|3.39\|22.91\|24.32\|22.36\|353986;2026-04-17\|24.39\|3.74\|23.99\|24.68\|23.50\|396580;2026-04-20\|24.66\|1.11\|24.08\|24.99\|24.02\|304690;2026-04-21\|24.52\|-0.57\|24.49\|25.06\|24.21\|207360;2026-04-22\|24.44\|-0.33\|24.25\|24.66\|24.06\|193412;2026-04-23\|23.50\|-3.85\|24.70\|24.79\|23.23\|279349;2026-04-24\|23.27\|-0.98\|23.37\|23.57\|22.57\|252419;2026-04-27\|24.00\|3.14\|23.50\|24.24\|23.11\|254792;2026-04-28\|25.50\|6.25\|25.50\|27.25\|24.82\|733622;2026-04-29\|28.62\|12.24\|26.02\|29.10\|25.93\|783503;2026-04-30\|27.72\|-3.14\|28.48\|28.56\|27.51\|511559;2026-05-06\|30.06\|8.44\|29.15\|31.11\|28.68\|644402;2026-05-07\|33.63\|11.88\|29.89\|34.20\|29.53\|779994;2026-05-08\|35.50\|5.56\|32.50\|36.04\|32.50\|715477;2026-05-11\|42.60\|20.00\|40.00\|42.60\|40.00\|660316;2026-05-12\|42.81\|0.49\|44.61\|45.88\|42.53\|1234123;2026-05-13\|43.35\|1.26\|42.05\|43.92\|40.59\|986631;2026-05-14\|43.34\|-0.02\|44.50\|46.24\|43.34\|888726;2026-05-15\|44.56\|2.81\|44.65\|47.71\|43.98\|837099;2026-05-18\|53.47\|20.00\|46.88\|53.47\|46.25\|564611;2026-05-19\|59.40\|11.09\|58.00\|62.00\|57.06\|1123132;2026-05-20\|57.26\|-3.60\|57.50\|58.80\|52.86\|642617;2026-05-21\|53.96\|-5.76\|58.70\|60.44\|53.50\|559106;2026-05-22\|53.35\|-1.13\|54.42\|55.63\|50.04\|502348;2026-05-25\|50.54\|-5.27\|52.22\|52.95\|47.51\|520401;2026-05-26\|45.60\|-9.77\|50.00\|50.00\|44.61\|468007;2026-05-27\|45.60\|0.00\|47.80\|49.79\|45.30\|451054;2026-05-28\|50.42\|10.57\|45.62\|51.60\|44.88\|482160;2026-05-29\|47.86\|-5.08\|51.00\|52.50\|46.91\|459966;2026-06-01\|49.25\|2.90\|49.00\|50.30\|47.85\|378321;2026-06-02\|46.61\|-5.36\|48.60\|49.02\|41.71\|456678;2026-06-03\|54.81\|17.59\|47.08\|55.93\|46.98\|903004;2026-06-04\|55.18\|0.68\|55.01\|57.11\|53.70\|847898;2026-06-05\|53.01\|-3.93\|54.12\|57.98\|52.63\|753139;2026-06-08\|48.46\|-8.58\|49.72\|51.59\|47.60\|628310;2026-06-09\|48.80\|0.70\|50.20\|50.55\|47.08\|545805;2026-06-10\|46.58\|-4.55\|48.24\|48.33\|45.88\|411486;2026-06-11\|45.56\|-2.19\|46.61\|48.77\|44.56\|379739;2026-06-12\|43.40\|-4.74\|48.21\|48.68\|43.00\|469582;2026-06-15\|46.00\|5.99\|44.88\|46.13\|43.80\|425449;2026-06-16\|47.75\|3.80\|46.82\|49.45\|46.00\|566401;2026-06-17\|51.03\|6.87\|46.98\|52.50\|46.35\|728385;2026-06-18\|50.90\|-0.25\|50.63\|52.15\|49.71\|611743;2026-06-22\|51.58\|1.34\|51.14\|52.40\|48.72\|673776;2026-06-23\|55.90\|8.38\|50.62\|59.47\|49.60\|975146;2026-06-24\|59.55\|6.53\|53.51\|60.10\|51.61\|927993;2026-06-25\|58.00\|-2.60\|62.00\|62.00\|56.35\|939141;2026-06-26\|53.50\|-7.76\|56.45\|57.45\|53.43\|670903;2026-06-29\|50.50\|-5.61\|53.26\|54.33\|47.14\|645704;2026-06-30\|51.17\|1.33\|49.78\|52.30\|48.10\|466778;2026-07-01\|49.33\|-3.60\|51.99\|54.33\|49.18\|604367;2026-07-02\|45.29\|-8.19\|46.40\|47.80\|45.16\|498588;2026-07-03\|45.17\|-0.27\|44.40\|46.80\|43.33\|347503;2026-07-06\|44.18\|-2.19\|45.80\|46.10\|42.30\|358516;2026-07-07\|41.92\|-5.12\|43.58\|43.98\|41.07\|295735;2026-07-08\|39.97\|-4.65\|42.37\|42.56\|39.17\|299067;2026-07-09\|42.25\|5.70\|40.77\|42.35\|39.41\|342763;2026-07-10\|40.31\|-4.59\|42.65\|44.37\|40.30\|382858;2026-07-13\|36.23\|-10.12\|39.74\|40.43\|36.00\|365913;2026-07-14\|37.93\|4.69\|37.01\|38.26\|35.48\|304612;2026-07-15\|36.08\|-4.88\|38.62\|38.78\|35.90\|237948;2026-07-16\|34.66\|-3.94\|35.88\|37.13\|34.37\|253435;2026-07-17\|30.77\|-11.22\|34.08\|34.87\|30.30\|325431
110405	全球存储龙头连续创新高	涨停揭秘：全球存储涨价叠加金泰克参股价值重估；涨停缘由：公司持有金泰克13.1944%股权，后者为国内SSD与内存模组头部厂商，已导入联想、浪潮等客户，受益于NAND与DRAM合约价Q2分别上涨12%和8%；资金逻辑：游资接力明显，5月11日涨停封单1.2亿元，换手率15.3%；风险提示：金泰克持股为财务投资，不并表，业绩贡献有限；存储行业周期波动大，价格拐点存在不确定性	国内印刷包装一体化解决方案供应商；公司目前持有金泰克13.1944%股权。后者是一家集研发、生产和自主品牌产品营销于一体的专业存储方案提供商，主要提供内存、SSD相关存储产品	2026-03-10\|23.28\|1.93\|23.03\|23.39\|22.89\|39592;2026-03-11\|24.00\|3.09\|23.57\|24.86\|23.38\|112113;2026-03-12\|23.88\|-0.50\|23.98\|24.15\|23.20\|60466;2026-03-13\|24.20\|1.34\|23.90\|24.60\|23.60\|60607;2026-03-16\|25.04\|3.47\|24.44\|25.50\|24.44\|91283;2026-03-17\|24.53\|-2.04\|25.29\|25.30\|24.43\|60839;2026-03-18\|25.19\|2.69\|24.54\|25.60\|24.30\|92270;2026-03-19\|24.93\|-1.03\|24.70\|25.60\|24.38\|67934;2026-03-20\|24.16\|-3.09\|24.93\|25.28\|24.08\|46994;2026-03-23\|21.74\|-10.02\|23.83\|23.83\|21.74\|83355;2026-03-24\|22.61\|4.00\|22.21\|22.75\|21.44\|74696;2026-03-25\|22.64\|0.13\|22.74\|23.15\|22.51\|38105;2026-03-26\|22.24\|-1.77\|22.64\|23.07\|22.07\|34336;2026-03-27\|22.15\|-0.40\|21.94\|22.26\|21.64\|32769;2026-03-30\|21.77\|-1.72\|22.02\|22.39\|21.72\|47976;2026-03-31\|21.62\|-0.69\|21.86\|22.01\|21.27\|47433;2026-04-01\|21.82\|0.93\|21.90\|22.34\|21.74\|35527;2026-04-02\|21.38\|-2.02\|21.83\|21.95\|21.20\|30218;2026-04-03\|20.70\|-3.18\|21.50\|21.75\|20.50\|39761;2026-04-07\|20.92\|1.06\|20.70\|21.28\|20.43\|30732;2026-04-08\|22.18\|6.02\|21.30\|22.22\|21.30\|53691;2026-04-09\|21.74\|-1.98\|22.62\|22.65\|21.52\|45002;2026-04-10\|21.55\|-0.87\|21.74\|22.26\|21.51\|34954;2026-04-13\|21.20\|-1.62\|21.34\|21.96\|21.12\|46036;2026-04-14\|22.05\|4.01\|21.40\|22.43\|21.33\|57144;2026-04-15\|21.86\|-0.86\|22.06\|22.47\|21.72\|36855;2026-04-16\|22.13\|1.24\|21.85\|22.58\|21.71\|53028;2026-04-17\|21.96\|-0.77\|22.34\|22.34\|21.72\|32909;2026-04-20\|22.35\|1.78\|21.85\|22.55\|21.59\|60235;2026-04-21\|21.86\|-2.19\|22.12\|22.43\|20.40\|104922;2026-04-22\|21.43\|-1.97\|21.80\|22.06\|21.23\|50106;2026-04-23\|20.51\|-4.29\|21.42\|21.43\|20.47\|57859;2026-04-24\|20.28\|-1.12\|20.70\|20.71\|20.02\|42956;2026-04-27\|20.55\|1.33\|20.33\|20.90\|19.97\|43010;2026-04-28\|20.19\|-1.75\|20.55\|20.65\|19.88\|45047;2026-04-29\|20.47\|1.39\|20.15\|20.52\|19.91\|42285;2026-04-30\|20.81\|1.66\|20.00\|20.99\|20.00\|53489;2026-05-06\|20.63\|-0.86\|20.71\|21.16\|20.38\|59359;2026-05-07\|20.86\|1.11\|20.63\|21.05\|20.53\|47432;2026-05-08\|20.97\|0.53\|20.79\|21.06\|20.52\|38492;2026-05-11\|23.07\|10.01\|21.00\|23.07\|20.99\|208755;2026-05-12\|22.45\|-2.69\|23.06\|23.76\|22.37\|184946;2026-05-13\|22.09\|-1.60\|22.66\|22.85\|21.90\|100089;2026-05-14\|21.97\|-0.54\|22.06\|22.80\|21.65\|94942;2026-05-15\|21.66\|-1.41\|22.06\|22.69\|21.48\|69188;2026-05-18\|21.36\|-1.39\|21.31\|21.82\|21.16\|56808;2026-05-19\|21.60\|1.12\|21.16\|22.00\|20.84\|69750;2026-05-20\|22.17\|2.64\|21.52\|22.41\|21.31\|76585;2026-05-21\|20.83\|-6.04\|22.00\|22.23\|20.80\|73431;2026-05-22\|21.48\|3.12\|20.83\|21.55\|20.68\|46203;2026-05-25\|21.08\|-1.86\|21.48\|21.66\|21.03\|57067;2026-05-26\|20.37\|-3.37\|21.10\|21.31\|20.09\|45946;2026-05-27\|20.05\|-1.57\|20.47\|20.65\|19.81\|42705;2026-05-28\|20.10\|0.25\|20.21\|20.21\|19.32\|36572;2026-05-29\|18.96\|-5.67\|20.21\|20.28\|18.90\|39863;2026-06-01\|18.44\|-2.74\|18.96\|19.15\|17.89\|73735;2026-06-02\|17.94\|-2.71\|18.26\|18.75\|17.68\|44783;2026-06-03\|17.76\|-1.00\|17.84\|18.11\|17.43\|51275;2026-06-04\|17.87\|0.62\|17.67\|18.16\|17.45\|41234;2026-06-05\|17.98\|0.62\|17.86\|18.29\|17.55\|32791;2026-06-08\|16.83\|-6.40\|17.62\|17.76\|16.59\|47909;2026-06-09\|17.20\|2.20\|17.07\|17.28\|16.83\|29295;2026-06-10\|17.00\|-1.16\|16.99\|17.25\|16.48\|30048;2026-06-11\|16.84\|-0.94\|17.01\|17.01\|16.46\|30621;2026-06-12\|18.05\|7.19\|17.20\|18.29\|16.95\|66348;2026-06-15\|19.86\|10.03\|18.15\|19.86\|18.15\|82031;2026-06-16\|20.35\|2.47\|20.67\|20.68\|19.66\|77410;2026-06-17\|20.41\|0.29\|20.35\|20.48\|19.82\|56078;2026-06-18\|19.90\|-2.50\|20.60\|20.76\|19.81\|56738;2026-06-22\|14.75\|4.17\|14.29\|14.85\|13.78\|98185;2026-06-23\|15.04\|1.97\|14.85\|15.87\|14.57\|151324;2026-06-24\|14.93\|-0.73\|14.72\|15.10\|14.48\|86615;2026-06-25\|14.45\|-3.21\|14.93\|15.10\|14.41\|71929;2026-06-26\|13.80\|-4.50\|14.20\|14.70\|13.77\|69574;2026-06-29\|13.28\|-3.77\|13.85\|13.93\|13.06\|87398;2026-06-30\|13.15\|-0.98\|13.25\|13.48\|12.93\|63736;2026-07-01\|14.47\|10.04\|13.15\|14.47\|12.89\|88018;2026-07-02\|13.95\|-3.59\|14.34\|14.68\|13.90\|104495;2026-07-03\|13.88\|-0.50\|14.08\|14.30\|13.81\|60416;2026-07-06\|13.32\|-4.03\|14.01\|14.18\|13.22\|53963;2026-07-07\|13.26\|-0.45\|13.34\|13.49\|12.85\|67944;2026-07-08\|12.88\|-2.87\|13.12\|13.15\|12.62\|68648;2026-07-09\|12.88\|0.00\|12.90\|13.04\|12.48\|37857;2026-07-10\|12.77\|-0.85\|12.80\|13.18\|12.60\|58746;2026-07-13\|12.04\|-5.72\|12.90\|13.00\|11.98\|50664;2026-07-14\|11.78\|-2.16\|12.02\|12.02\|11.50\|47151;2026-07-15\|12.20\|3.57\|11.81\|12.65\|11.79\|73614;2026-07-16\|11.86\|-2.79\|12.11\|12.48\|11.80\|60041;2026-07-17\|10.93\|-7.84\|12.05\|12.11\|10.93\|82679
110404	全球存储龙头连续创新高	半导体设备+存储芯片+业绩大增行业原因：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4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商；一季度净利润同比增长89.22%	2026-03-10\|43.62\|3.12\|42.34\|44.39\|41.50\|100910;2026-03-11\|43.08\|-1.24\|43.70\|45.97\|42.38\|111459;2026-03-12\|45.54\|5.71\|42.92\|45.54\|40.44\|88323;2026-03-13\|44.49\|-2.31\|44.00\|47.00\|43.88\|92835;2026-03-16\|42.07\|-5.44\|45.38\|46.00\|39.88\|132739;2026-03-17\|41.79\|-0.67\|42.67\|44.28\|40.56\|83681;2026-03-18\|50.15\|20.00\|43.00\|50.15\|42.00\|116593;2026-03-19\|42.03\|-16.19\|47.65\|47.80\|41.80\|204494;2026-03-20\|38.75\|-7.80\|41.61\|42.32\|38.68\|140154;2026-03-23\|34.90\|-9.94\|37.10\|37.86\|34.60\|111634;2026-03-24\|38.67\|10.80\|36.64\|38.98\|35.00\|119498;2026-03-25\|40.50\|4.73\|40.00\|41.58\|39.37\|119510;2026-03-26\|38.23\|-5.60\|39.50\|40.60\|37.94\|73105;2026-03-27\|37.73\|-1.31\|37.13\|38.50\|36.71\|57209;2026-03-30\|36.72\|-2.68\|36.76\|37.39\|35.93\|59990;2026-03-31\|34.83\|-5.15\|36.09\|36.62\|34.70\|58509;2026-04-01\|37.02\|6.29\|36.88\|38.66\|36.50\|84973;2026-04-02\|39.28\|6.10\|37.50\|42.86\|37.50\|170645;2026-04-03\|38.50\|-1.99\|40.82\|40.90\|37.90\|139668;2026-04-07\|38.38\|-0.31\|39.36\|40.38\|38.37\|86356;2026-04-08\|40.91\|6.59\|39.95\|41.15\|39.56\|92502;2026-04-09\|40.45\|-1.12\|39.80\|41.63\|39.38\|68259;2026-04-10\|40.65\|0.49\|41.30\|41.86\|40.43\|70494;2026-04-13\|40.53\|-0.30\|40.11\|41.06\|39.80\|53976;2026-04-14\|41.12\|1.46\|41.70\|42.15\|40.59\|63447;2026-04-15\|40.50\|-1.51\|41.80\|42.15\|40.23\|51369;2026-04-16\|40.69\|0.47\|40.88\|41.10\|40.10\|38707;2026-04-17\|42.33\|4.03\|40.29\|43.10\|39.90\|69431;2026-04-20\|41.11\|-2.88\|42.28\|42.81\|40.95\|66008;2026-04-21\|41.74\|1.53\|40.80\|42.24\|40.15\|67834;2026-04-22\|44.00\|5.41\|42.00\|44.95\|42.00\|79989;2026-04-23\|41.22\|-6.32\|44.04\|46.20\|40.87\|86258;2026-04-24\|41.05\|-0.41\|41.00\|41.64\|39.87\|61912;2026-04-27\|43.08\|4.95\|41.31\|43.35\|41.15\|58122;2026-04-28\|49.36\|14.58\|46.90\|51.68\|46.60\|165067;2026-04-29\|54.44\|10.29\|49.17\|58.00\|48.55\|171399;2026-04-30\|54.18\|-0.48\|55.53\|58.49\|54.11\|131642;2026-05-06\|55.99\|3.34\|56.27\|58.94\|55.75\|104835;2026-05-07\|57.78\|3.20\|56.37\|58.35\|54.38\|94899;2026-05-08\|58.59\|1.40\|58.00\|59.85\|55.96\|97149;2026-05-11\|70.31\|20.00\|60.03\|70.31\|58.96\|111973;2026-05-12\|67.13\|-4.52\|71.57\|72.00\|66.00\|138249;2026-05-13\|68.11\|1.46\|65.02\|69.28\|64.60\|131314;2026-05-14\|66.10\|-2.95\|66.39\|70.02\|65.52\|94708;2026-05-15\|65.50\|-0.91\|66.35\|67.50\|63.12\|94355;2026-05-18\|69.82\|6.60\|65.81\|71.99\|65.00\|125001;2026-05-19\|74.35\|6.49\|68.02\|74.38\|66.06\|114483;2026-05-20\|76.16\|2.43\|73.27\|76.36\|72.57\|88596;2026-05-21\|68.94\|-9.29\|76.16\|79.58\|68.06\|107069;2026-05-22\|69.32\|0.55\|70.25\|70.55\|67.40\|87184;2026-05-25\|71.03\|2.47\|69.28\|71.62\|66.74\|85579;2026-05-26\|70.10\|-1.31\|70.28\|71.30\|68.30\|63223;2026-05-27\|68.45\|-2.35\|72.34\|73.50\|67.50\|53180;2026-05-28\|77.60\|13.37\|68.17\|78.96\|67.50\|92270;2026-05-29\|78.51\|1.17\|77.70\|84.60\|75.55\|95666;2026-06-01\|73.90\|-5.87\|78.51\|80.80\|73.51\|77594;2026-06-02\|73.88\|-0.03\|74.26\|75.72\|70.75\|69765;2026-06-03\|74.21\|0.45\|73.00\|76.67\|72.00\|64678;2026-06-04\|72.65\|-2.10\|72.50\|75.50\|71.21\|51593;2026-06-05\|69.12\|-4.86\|70.11\|72.44\|68.20\|60134;2026-06-08\|63.22\|-8.54\|64.21\|68.00\|62.30\|66521;2026-06-09\|65.76\|4.02\|64.90\|66.27\|63.27\|50361;2026-06-10\|67.28\|2.31\|64.10\|68.49\|64.10\|63029;2026-06-11\|67.28\|0.00\|66.83\|69.49\|66.24\|45751;2026-06-12\|67.00\|-0.42\|70.78\|73.89\|66.63\|68354;2026-06-15\|71.08\|6.09\|67.88\|71.44\|66.08\|49728;2026-06-16\|74.15\|4.32\|73.61\|74.89\|71.26\|54539;2026-06-17\|75.38\|1.66\|72.00\|76.12\|71.79\|64407;2026-06-18\|78.00\|3.48\|76.27\|78.88\|75.00\|57124;2026-06-22\|81.83\|4.91\|80.05\|84.42\|78.13\|90837;2026-06-23\|78.90\|-3.58\|80.43\|81.80\|75.60\|71981;2026-06-24\|81.66\|3.50\|78.30\|82.30\|76.16\|66033;2026-06-25\|78.88\|-3.40\|78.66\|82.60\|75.50\|88383;2026-06-26\|88.10\|11.69\|78.51\|89.98\|77.22\|95719;2026-06-29\|79.75\|-9.48\|87.10\|89.37\|75.00\|109760;2026-06-30\|95.70\|20.00\|79.45\|95.70\|79.45\|85825;2026-07-01\|90.47\|-5.46\|99.74\|103.00\|90.00\|134507;2026-07-02\|89.85\|-0.69\|84.18\|98.38\|83.82\|115373;2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|203674;2026-07-13\|102.00\|-13.73\|117.99\|122.09\|100.15\|155169;2026-07-14\|106.50\|4.41\|104.55\|108.50\|96.47\|120182;2026-07-15\|98.59\|-7.43\|108.63\|112.89\|97.03\|91700;2026-07-16\|87.48\|-11.27\|94.72\|98.87\|86.35\|89314;2026-07-17\|76.60\|-12.44\|88.20\|89.00\|76.18\|83788
110403	全球存储龙头连续创新高	电子化学品+电子级磷酸+光刻胶+国企行业原因： 1、受AI服务器及HBM高带宽存储产能扩张推动，全品类电子化学品需求持续提升。 2、据每日经济新闻6月10日报道，日本关东电化、中央硝子因国内钨原料出口管控而停产，导致中国进口六氟化钨价格较去年同期暴涨232.7%，特种气体受催化大幅走强。公司原因： 1、据2026年4月30日互动易，公司IPO募投项目建设总体已接近尾声，其中“3万吨/年电子级磷酸项目”已建成投产，“2万吨/年电子级氨水联产1万吨/年电子级氨气项目”已建成，目前处于试运行测试阶段，“4万吨/年超高纯电子化学品项目（上海）”目前基本完工。 2、据2026年3月31日年报，公司核心产品电子级磷酸在国内半导体领域市占率全国第一，电子级硫酸处于国内第一梯队，2025年集成电路领域销售收入占主营业务收入比例达89.87%。 3、据2026年4月27日机构调研，公司以自有资金收购光刻胶用光引发剂制备专有技术及实验设备，瞄准g/i线光刻胶光引发剂进行产业化，预计年内可投产30吨产线。 4、据2026年3月31日年报，公司最终控制人为兴山县人民政府国有资产监督管理局，属于国有企业。	SK海力士、长存资本新进公司2026Q1前十大流通股东	2026-03-10\|52.60\|1.15\|53.61\|53.93\|51.50\|60416;2026-03-11\|51.81\|-1.50\|52.99\|54.60\|51.73\|52479;2026-03-12\|50.80\|-1.95\|51.60\|52.20\|49.96\|56017;2026-03-13\|50.40\|-0.79\|50.88\|51.67\|49.50\|45662;2026-03-16\|51.92\|3.02\|50.46\|51.98\|48.50\|57134;2026-03-17\|50.02\|-3.66\|51.81\|51.90\|49.38\|65231;2026-03-18\|50.82\|1.60\|50.58\|51.33\|49.52\|29979;2026-03-19\|47.89\|-5.77\|49.80\|50.15\|47.60\|55001;2026-03-20\|46.76\|-2.36\|48.49\|48.80\|46.61\|49997;2026-03-23\|44.32\|-5.22\|45.60\|46.20\|44.00\|50567;2026-03-24\|45.49\|2.64\|45.43\|45.60\|43.24\|41632;2026-03-25\|47.08\|3.50\|46.20\|48.38\|45.82\|49432;2026-03-26\|46.10\|-2.08\|47.00\|47.05\|45.55\|27134;2026-03-27\|47.43\|2.88\|45.14\|47.66\|44.90\|35480;2026-03-30\|47.85\|0.89\|47.18\|48.71\|46.40\|39587;2026-03-31\|45.66\|-4.58\|47.50\|47.77\|45.54\|35082;2026-04-01\|46.60\|2.06\|47.55\|47.83\|46.28\|34101;2026-04-02\|44.59\|-4.31\|46.80\|46.88\|44.38\|34260;2026-04-03\|44.99\|0.90\|44.90\|45.84\|44.60\|29958;2026-04-07\|44.70\|-0.64\|45.58\|46.17\|44.60\|23234;2026-04-08\|49.20\|10.07\|46.05\|49.45\|45.60\|73252;2026-04-09\|48.45\|-1.52\|48.00\|49.21\|47.91\|36736;2026-04-10\|48.99\|1.11\|49.68\|50.25\|48.75\|49296;2026-04-13\|49.52\|1.08\|48.50\|50.19\|48.37\|49400;2026-04-14\|50.56\|2.10\|50.60\|51.77\|50.15\|56897;2026-04-15\|52.08\|3.01\|51.00\|54.34\|50.51\|88632;2026-04-16\|52.25\|0.33\|52.33\|53.15\|51.10\|52114;2026-04-17\|51.80\|-0.86\|51.92\|52.68\|51.33\|41353;2026-04-20\|52.71\|1.76\|51.90\|53.56\|51.09\|53267;2026-04-21\|53.01\|0.57\|52.27\|53.76\|50.83\|51907;2026-04-22\|52.60\|-0.77\|53.00\|53.73\|51.90\|49882;2026-04-23\|51.50\|-2.09\|53.20\|53.81\|50.96\|44965;2026-04-24\|51.56\|0.12\|51.00\|53.68\|51.00\|59980;2026-04-27\|54.11\|4.95\|51.51\|55.70\|51.51\|100791;2026-04-28\|52.91\|-2.22\|53.86\|55.51\|52.78\|78317;2026-04-29\|52.05\|-1.63\|52.78\|52.93\|51.25\|67897;2026-04-30\|54.89\|5.46\|52.18\|55.49\|52.00\|99984;2026-05-06\|55.16\|0.49\|56.00\|58.46\|54.70\|113981;2026-05-07\|59.00\|6.96\|55.80\|59.87\|55.40\|111732;2026-05-08\|63.00\|6.78\|59.60\|66.66\|58.11\|206501;2026-05-11\|75.60\|20.00\|72.02\|75.60\|71.55\|272601;2026-05-12\|80.00\|5.82\|77.00\|83.08\|75.16\|351126;2026-05-13\|90.22\|12.78\|75.70\|94.93\|75.70\|329722;2026-05-14\|89.04\|-1.31\|89.65\|94.55\|86.00\|263458;2026-05-15\|92.67\|4.08\|90.73\|97.00\|85.50\|262718;2026-05-18\|93.90\|1.33\|93.00\|98.00\|90.29\|225134;2026-05-19\|87.30\|-7.03\|88.99\|89.00\|82.01\|250564;2026-05-20\|86.50\|-0.92\|87.50\|89.34\|83.10\|234398;2026-05-21\|78.39\|-9.38\|88.99\|91.73\|77.96\|296307;2026-05-22\|82.00\|4.61\|78.94\|83.01\|76.84\|190606;2026-05-25\|81.16\|-1.02\|81.80\|82.54\|78.11\|156157;2026-05-26\|77.39\|-4.65\|81.20\|82.20\|76.19\|147993;2026-05-27\|76.14\|-1.62\|79.00\|79.66\|75.23\|140090;2026-05-28\|80.74\|6.04\|75.00\|81.98\|74.99\|182354;2026-05-29\|75.20\|-6.86\|79.90\|81.44\|74.21\|141912;2026-06-01\|74.27\|-1.24\|75.91\|76.90\|72.80\|110804;2026-06-02\|75.03\|1.02\|73.51\|76.00\|72.92\|82964;2026-06-03\|78.82\|5.05\|75.00\|82.20\|74.01\|160312;2026-06-04\|89.86\|14.01\|77.25\|90.66\|76.11\|241757;2026-06-05\|86.16\|-4.12\|87.00\|90.75\|84.91\|167466;2026-06-08\|80.50\|-6.57\|81.91\|84.50\|79.60\|146068;2026-06-09\|82.82\|2.88\|83.32\|85.67\|79.39\|136722;2026-06-10\|87.10\|5.17\|80.83\|90.02\|80.00\|211667;2026-06-11\|104.52\|20.00\|91.50\|104.52\|91.00\|198569;2026-06-12\|108.00\|3.63\|111.69\|111.69\|98.00\|335256;2026-06-15\|115.00\|6.48\|108.00\|115.88\|104.80\|247160;2026-06-16\|109.09\|-5.14\|112.82\|120.00\|108.77\|228910;2026-06-17\|114.00\|4.50\|104.22\|117.17\|101.10\|271987;2026-06-18\|109.76\|-3.72\|110.00\|112.20\|106.73\|184438;2026-06-22\|113.60\|3.50\|112.50\|117.68\|108.00\|195539;2026-06-23\|104.80\|-7.75\|112.52\|113.49\|103.18\|156320;2026-06-24\|110.25\|5.20\|102.55\|112.55\|101.23\|161701;2026-06-25\|125.70\|14.01\|114.78\|132.30\|105.70\|314296;2026-06-26\|118.30\|-5.89\|121.00\|129.98\|118.00\|252256;2026-06-29\|134.66\|13.83\|122.00\|135.00\|115.08\|253495;2026-06-30\|133.06\|-1.19\|128.50\|138.10\|125.00\|197352;2026-07-01\|140.90\|5.89\|133.00\|148.38\|132.00\|220207;2026-07-02\|125.57\|-10.88\|132.10\|137.98\|120.01\|171019;2026-07-03\|112.81\|-10.16\|121.60\|125.88\|112.80\|194677;2026-07-06\|109.88\|-2.60\|114.77\|115.90\|104.58\|163825;2026-07-07\|107.79\|-1.90\|108.14\|111.06\|105.00\|109259;2026-07-08\|111.21\|3.17\|109.37\|115.78\|104.00\|143929;2026-07-09\|119.59\|7.54\|116.00\|120.58\|115.20\|149488;2026-07-10\|111.00\|-7.18\|120.50\|126.58\|109.99\|183963;2026-07-13\|105.43\|-5.02\|109.00\|114.48\|105.14\|156382;2026-07-14\|105.70\|0.26\|105.50\|107.48\|97.00\|170124;2026-07-15\|98.43\|-6.88\|109.61\|110.99\|98.00\|127222;2026-07-16\|90.91\|-7.64\|94.32\|98.99\|89.81\|142753;2026-07-17\|83.23\|-8.45\|90.84\|92.38\|82.81\|146189
110402	全球存储龙头连续创新高	AI存储+拟收购诺亚长天+一季报增长行业原因：投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月3日互动易，公司认为AI驱动的存储超级周期带来全新增量市场，正在加大大容量NOR Flash研发及市场拓展，通过收购SHM完善2D NAND产业布局，产品适配AI耳机、眼镜等边缘设备需求。 2、据2026年6月11日公告，公司签署补充协议推进收购珠海诺亚长天49%股权，标的公司主营2D NAND及SLC NAND等产品，交易完成后公司将间接控制SHM，完善存储产品矩阵。 3、据2026年4月29日一季报及2026年5月27日机构调研，公司2026年第一季度实现营收14.47亿元，同比增长256.08%，归母净利润2.51亿元，同比增长1259.87%；公司已对通用MCU产品进行价格上调。	NOR Flash 市场中重要的供应商之一；公司主要产品包括NOR Flash和EEPROM两大类非易失性存储器芯片，其Flash产品具有超低功耗和高可靠性优势，已进入三星、惠普等知名品牌供应链，广泛应用于物联网、智能手机、汽车电子等领域	2026-03-10\|259.60\|3.43\|258.00\|267.94\|249.02\|62227;2026-03-11\|254.45\|-1.98\|262.00\|264.00\|254.00\|45864;2026-03-12\|256.00\|0.61\|254.45\|262.80\|251.00\|44269;2026-03-13\|244.00\|-4.69\|248.95\|268.00\|244.00\|83816;2026-03-16\|264.22\|8.29\|248.88\|272.60\|244.00\|74622;2026-03-17\|260.46\|-1.42\|260.00\|263.97\|251.10\|55358;2026-03-18\|278.18\|6.80\|273.00\|285.00\|267.66\|82176;2026-03-19\|293.00\|5.33\|268.09\|305.99\|256.44\|116686;2026-03-20\|280.01\|-4.43\|292.51\|298.93\|273.63\|78815;2026-03-23\|273.11\|-2.46\|266.04\|294.00\|266.04\|70116;2026-03-24\|263.08\|-3.67\|267.14\|271.90\|238.00\|84651;2026-03-25\|256.01\|-2.69\|258.00\|270.50\|248.50\|76989;2026-03-26\|242.00\|-5.47\|240.20\|252.50\|238.20\|60116;2026-03-27\|240.17\|-0.76\|232.56\|245.88\|229.47\|46405;2026-03-30\|239.10\|-0.45\|235.48\|245.55\|234.56\|37049;2026-03-31\|225.19\|-5.82\|237.67\|239.41\|222.23\|64299;2026-04-01\|238.29\|5.82\|239.00\|241.00\|223.38\|66885;2026-04-02\|224.10\|-5.95\|235.17\|244.33\|221.39\|62665;2026-04-03\|218.78\|-2.37\|226.90\|229.25\|218.78\|34465;2026-04-07\|225.95\|3.28\|225.00\|231.84\|224.61\|41949;2026-04-08\|239.86\|6.16\|238.00\|240.68\|229.00\|70222;2026-04-09\|242.79\|1.22\|235.00\|246.60\|233.00\|54202;2026-04-10\|254.25\|4.72\|249.95\|261.10\|247.91\|67402;2026-04-13\|252.78\|-0.58\|249.08\|259.95\|249.00\|50765;2026-04-14\|271.03\|7.22\|257.33\|277.00\|256.00\|71814;2026-04-15\|265.45\|-2.06\|273.10\|275.86\|262.50\|51252;2026-04-16\|265.18\|-0.10\|264.97\|271.86\|258.37\|50556;2026-04-17\|264.50\|-0.26\|261.03\|270.00\|258.00\|47877;2026-04-20\|271.40\|2.61\|265.53\|273.50\|261.62\|45407;2026-04-21\|275.10\|1.36\|270.00\|280.00\|258.75\|52905;2026-04-22\|273.50\|-0.58\|273.73\|277.70\|265.00\|67539;2026-04-23\|266.13\|-2.69\|281.01\|282.50\|260.61\|50425;2026-04-24\|261.58\|-1.71\|264.39\|270.54\|255.00\|42610;2026-04-27\|262.41\|0.32\|263.31\|266.00\|256.00\|39656;2026-04-28\|275.86\|5.13\|265.09\|284.59\|260.35\|75001;2026-04-29\|267.70\|-2.96\|276.21\|278.88\|248.98\|109967;2026-04-30\|271.09\|1.27\|272.00\|283.03\|260.02\|92670;2026-05-06\|318.52\|17.50\|289.97\|323.55\|289.00\|108130;2026-05-07\|319.00\|0.15\|318.00\|321.59\|308.88\|68341;2026-05-08\|317.50\|-0.47\|315.00\|325.66\|312.30\|56211;2026-05-11\|381.00\|20.00\|348.77\|381.00\|342.90\|104385;2026-05-12\|398.85\|4.68\|388.23\|408.18\|377.00\|120374;2026-05-13\|441.00\|10.57\|392.24\|444.23\|391.64\|118125;2026-05-14\|421.77\|-4.36\|430.47\|435.87\|417.30\|92899;2026-05-15\|404.50\|-4.09\|421.77\|423.88\|393.12\|91903;2026-05-18\|413.00\|2.10\|400.45\|429.40\|400.45\|75692;2026-05-19\|423.77\|2.61\|405.74\|424.42\|392.35\|70303;2026-05-20\|425.00\|0.29\|423.77\|432.00\|415.54\|59386;2026-05-21\|387.32\|-8.87\|429.42\|432.88\|384.86\|85536;2026-05-22\|407.32\|5.16\|398.00\|412.00\|391.32\|73183;2026-05-25\|419.99\|3.11\|409.35\|432.92\|395.90\|75052;2026-05-26\|402.04\|-4.25\|415.68\|419.33\|392.16\|66511;2026-05-27\|415.50\|3.35\|431.00\|444.00\|412.00\|100100;2026-05-28\|398.10\|-4.19\|416.75\|423.45\|396.00\|65541;2026-05-29\|386.10\|-3.01\|406.20\|419.78\|379.79\|64572;2026-06-01\|373.04\|-3.38\|389.00\|396.25\|369.07\|57707;2026-06-02\|372.03\|-0.27\|378.00\|381.84\|355.70\|63835;2026-06-03\|374.00\|0.53\|372.03\|389.49\|366.36\|64310;2026-06-04\|427.35\|14.26\|363.99\|435.99\|363.99\|95315;2026-06-05\|396.00\|-7.34\|404.00\|421.00\|393.00\|63410;2026-06-08\|373.00\|-5.81\|370.38\|389.96\|360.08\|60112;2026-06-09\|409.02\|9.66\|385.00\|416.17\|378.78\|67983;2026-06-10\|383.34\|-6.28\|410.26\|413.51\|376.27\|64882;2026-06-11\|387.58\|1.11\|386.38\|402.52\|375.01\|59519;2026-06-12\|390.59\|0.78\|408.30\|422.00\|390.59\|106353;2026-06-15\|457.00\|17.00\|406.50\|464.68\|388.01\|101084;2026-06-16\|483.50\|5.80\|466.01\|493.00\|460.00\|88528;2026-06-17\|580.20\|20.00\|470.11\|580.20\|467.00\|107659;2026-06-18\|590.00\|1.69\|570.20\|615.68\|565.88\|100899;2026-06-22\|670.31\|13.61\|600.00\|680.00\|592.04\|88359;2026-06-23\|703.00\|4.88\|650.00\|718.77\|636.26\|95909;2026-06-24\|740.00\|5.26\|675.00\|753.30\|649.00\|87705;2026-06-25\|754.15\|1.91\|764.44\|815.56\|733.33\|95767;2026-06-26\|727.01\|-3.60\|727.00\|794.15\|719.71\|88672;2026-06-29\|737.20\|1.40\|740.00\|776.00\|700.00\|83832;2026-06-30\|766.60\|3.99\|721.50\|788.98\|702.10\|75258;2026-07-01\|870.00\|13.49\|770.53\|909.80\|758.01\|97204;2026-07-02\|784.57\|-9.82\|768.00\|844.00\|731.00\|84806;2026-07-03\|815.88\|3.99\|768.00\|866.01\|735.50\|100669;2026-07-06\|759.99\|-6.85\|848.00\|851.88\|723.16\|97002;2026-07-07\|710.00\|-6.58\|702.00\|757.01\|680.00\|93558;2026-07-08\|694.00\|-2.25\|722.01\|761.00\|693.41\|82196;2026-07-09\|762.07\|9.81\|742.56\|805.55\|707.88\|113949;2026-07-10\|703.00\|-7.75\|762.00\|784.48\|701.00\|81111;2026-07-13\|603.00\|-14.22\|677.77\|719.34\|586.20\|138487;2026-07-14\|645.00\|6.97\|626.52\|650.32\|585.00\|97793;2026-07-15\|578.00\|-10.39\|666.00\|671.00\|576.22\|93008;2026-07-16\|526.00\|-9.00\|557.44\|583.00\|510.00\|90103;2026-07-17\|428.00\|-18.63\|515.53\|524.98\|422.00\|114717
110401		挖掘机涨价+新能源+矿山机械+国企改革行业原因： 1、5月以来，三一、徐工、柳工三大头部挖掘机品牌先后发布涨价通知，针对不同机型价格上调3—5个百分点。 2、据中国工程机械工业协会对挖掘机主要制造企业统计，2026年4月销售各类挖掘机28745台，同比增长29.8%。其中：国内销量16920台，同比增长34.9%；出口11825台，同比增长23.2%。公司原因： 1、据2026年5月8日徐州徐工挖掘机械有限公司通知，自6月1日起挖掘机全系列价格上调3~5个百分点。 2、据2026年4月16日互动易，公司电动化产品已覆盖纯电、混动、氢燃料三大路线，电动装载机市占率行业第一。 3、据2026年2月14日机构调研，公司矿山机械板块国内第一、全球前五，2030年收入目标超400亿元。 4、据公司公告，最终控制人为徐州市国资委，具备国企改革属性。	公司产品中轮式起重机市场占有率全球第一，25年净利润同比增长8.96%	2026-03-10\|12.38\|5.09\|11.96\|12.49\|11.95\|956463;2026-03-11\|12.30\|-0.65\|12.38\|12.43\|12.03\|862767;2026-03-12\|11.47\|-6.75\|12.18\|12.27\|11.25\|2650126;2026-03-13\|11.31\|-1.39\|11.41\|11.64\|11.29\|982871;2026-03-16\|10.98\|-2.92\|11.31\|11.35\|10.93\|1058037;2026-03-17\|10.80\|-1.64\|11.05\|11.17\|10.79\|768114;2026-03-18\|10.75\|-0.46\|10.84\|10.86\|10.40\|1180084;2026-03-19\|10.25\|-4.65\|10.58\|10.59\|10.20\|1070866;2026-03-20\|10.41\|1.56\|10.38\|10.64\|10.33\|1101265;2026-03-23\|10.06\|-3.36\|10.20\|10.34\|9.99\|1142066;2026-03-24\|10.33\|2.68\|10.21\|10.40\|10.19\|838048;2026-03-25\|10.56\|2.23\|10.61\|10.71\|10.47\|840909;2026-03-26\|10.28\|-2.65\|10.59\|10.59\|10.22\|563113;2026-03-27\|10.32\|0.39\|10.18\|10.43\|10.08\|662194;2026-03-30\|9.93\|-3.78\|10.15\|10.15\|9.78\|1409634;2026-03-31\|10.08\|1.51\|9.96\|10.28\|9.94\|972991;2026-04-01\|10.52\|4.37\|10.31\|10.55\|10.25\|1044157;2026-04-02\|10.30\|-2.09\|10.48\|10.48\|10.15\|827345;2026-04-03\|10.20\|-0.97\|10.30\|10.38\|10.16\|322545;2026-04-07\|9.99\|-2.06\|10.22\|10.25\|9.88\|722763;2026-04-08\|10.86\|8.71\|10.33\|10.93\|10.33\|1585981;2026-04-09\|10.60\|-2.39\|10.81\|10.81\|10.56\|699023;2026-04-10\|10.61\|0.09\|10.71\|10.79\|10.58\|791118;2026-04-13\|10.38\|-2.17\|10.47\|10.59\|10.32\|1022775;2026-04-14\|10.41\|0.29\|10.52\|10.57\|10.30\|795002;2026-04-15\|10.53\|1.15\|10.57\|10.72\|10.48\|878679;2026-04-16\|10.20\|-3.13\|10.50\|10.65\|10.06\|1704270;2026-04-17\|9.95\|-2.45\|10.17\|10.17\|9.89\|1434982;2026-04-20\|9.93\|-0.20\|9.89\|9.96\|9.45\|2485846;2026-04-21\|10.10\|1.71\|9.97\|10.14\|9.88\|1045092;2026-04-22\|9.97\|-1.29\|10.05\|10.06\|9.87\|1051588;2026-04-23\|9.80\|-1.71\|10.00\|10.06\|9.75\|1016792;2026-04-24\|9.76\|-0.41\|9.73\|9.84\|9.68\|605450;2026-04-27\|9.71\|-0.51\|9.74\|9.82\|9.65\|848517;2026-04-28\|10.04\|3.40\|9.71\|10.07\|9.65\|1150226;2026-04-29\|10.30\|2.59\|10.81\|10.88\|10.20\|1817271;2026-04-30\|9.95\|-3.40\|10.30\|10.50\|9.86\|1572727;2026-05-06\|10.12\|1.71\|9.95\|10.17\|9.88\|1256207;2026-05-07\|10.37\|2.47\|10.18\|10.38\|10.15\|1138227;2026-05-08\|9.97\|-3.86\|10.32\|10.35\|9.90\|1484288;2026-05-11\|10.97\|10.03\|10.47\|10.97\|10.41\|2281661;2026-05-12\|10.47\|-4.56\|10.95\|11.06\|10.44\|2536402;2026-05-13\|10.52\|0.48\|10.38\|10.68\|10.28\|1253966;2026-05-14\|10.25\|-2.57\|10.50\|10.57\|10.24\|986149;2026-05-15\|10.21\|-0.39\|10.25\|10.45\|10.13\|897296;2026-05-18\|9.46\|-7.35\|10.11\|10.13\|9.35\|2124422;2026-05-19\|9.40\|-0.63\|9.46\|9.57\|9.32\|1087412;2026-05-20\|9.48\|0.85\|9.33\|9.54\|9.10\|1477118;2026-05-21\|9.57\|0.95\|9.68\|10.07\|9.57\|2009969;2026-05-22\|9.65\|0.84\|9.64\|9.87\|9.56\|932064;2026-05-25\|9.76\|1.14\|9.80\|9.98\|9.67\|1054978;2026-05-26\|9.61\|-1.54\|9.76\|9.85\|9.48\|1089275;2026-05-27\|9.36\|-2.60\|9.56\|9.56\|9.15\|1549951;2026-05-28\|9.22\|-1.50\|9.28\|9.34\|9.10\|1163827;2026-05-29\|9.75\|5.75\|9.43\|9.98\|9.43\|2696123;2026-06-01\|9.81\|0.62\|9.70\|9.99\|9.68\|1245274;2026-06-02\|9.67\|-1.43\|9.73\|9.76\|9.50\|798653;2026-06-03\|9.37\|-3.10\|9.60\|9.65\|9.31\|1130249;2026-06-04\|9.45\|0.85\|9.34\|9.64\|9.28\|976645;2026-06-05\|9.52\|0.74\|9.50\|9.77\|9.43\|1231068;2026-06-08\|9.93\|4.31\|9.67\|10.21\|9.60\|2490369;2026-06-09\|9.96\|0.30\|9.92\|9.99\|9.61\|1340902;2026-06-10\|9.27\|-6.93\|9.94\|10.01\|9.13\|2183838;2026-06-11\|8.85\|-4.53\|9.18\|9.18\|8.42\|3342318;2026-06-12\|9.12\|3.05\|8.96\|9.29\|8.83\|2197101;2026-06-15\|9.27\|1.64\|9.32\|9.52\|9.15\|1218035;2026-06-16\|9.19\|-0.86\|9.29\|9.35\|9.11\|1004750;2026-06-17\|9.25\|0.65\|9.13\|9.27\|9.05\|1145047;2026-06-18\|8.99\|-2.81\|9.19\|9.26\|8.86\|1213517;2026-06-22\|9.24\|2.78\|8.88\|9.29\|8.70\|1334274;2026-06-23\|8.70\|-5.84\|9.20\|9.25\|8.66\|1782668;2026-06-24\|8.33\|-4.25\|8.68\|8.72\|8.23\|1857336;2026-06-25\|8.24\|-1.08\|8.35\|8.64\|8.18\|1803690;2026-06-26\|8.22\|-0.24\|8.24\|8.47\|8.19\|1245167;2026-06-29\|8.46\|2.92\|8.14\|8.56\|7.91\|1370355;2026-06-30\|8.09\|-4.37\|8.42\|8.45\|8.05\|1439332;2026-07-01\|8.13\|0.49\|8.09\|8.24\|7.80\|1522106;2026-07-02\|8.40\|3.32\|8.04\|8.49\|8.02\|1838510;2026-07-03\|8.42\|2.68\|8.33\|8.53\|8.31\|1454011;2026-07-06\|8.46\|0.48\|8.42\|8.66\|8.40\|1030675;2026-07-07\|8.78\|3.78\|8.79\|9.29\|8.70\|1976889;2026-07-08\|8.46\|-3.64\|8.56\|8.64\|8.41\|1083293;2026-07-09\|8.35\|-1.30\|8.40\|8.42\|8.13\|958265;2026-07-10\|8.43\|0.96\|8.36\|8.56\|8.18\|940216;2026-07-13\|8.12\|-3.68\|8.35\|8.35\|8.03\|917242;2026-07-14\|8.22\|1.23\|8.08\|8.22\|7.96\|693945;2026-07-15\|8.39\|2.07\|8.22\|8.75\|8.17\|1651544;2026-07-16\|8.47\|0.95\|8.30\|8.66\|8.25\|1257096;2026-07-17\|8.31\|-1.89\|8.45\|8.54\|8.26\|1016671
110400	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	定增+高速通信芯片+人形机器人行业原因：据财闻，2026年陆家嘴论坛释放科创板、创业板改革多重信号，政策定调“扶优扶科”，两大科技成长板块同步迎来明确催化窗口。公司原因： 1、据2026年6月4日及6月10日异常波动公告与互动易，公司近期披露拟向特定对象发行股票募资不超13.61亿元，用于面向数据中心与汽车场景的新一代高速通信芯片研发及产业化项目，该定增事项已通过股东会审议，目前处于推进阶段。 2、据2025年年度报告，公司基于以太网物理层芯片技术积累，已开发适配机器人运动控制的通信产品，当前应用于工业协作机器人及人形机器人原型机通信模块。 3、据2025年年度报告及2026年一季报，公司2025年营收6.17亿元，同比增长55.62%；2026年一季度营收1.42亿元，同比增长74.83%，网通及车载多款芯片持续放量。	公司车载以太网物理层芯片已进入广汽、北汽、上汽、吉利、一汽红旗等汽车行业知名客户供应链	2026-03-10\|133.16\|3.84\|129.96\|135.21\|129.10\|21206;2026-03-11\|128.52\|-3.48\|134.10\|135.78\|128.47\|22676;2026-03-12\|127.64\|-0.68\|128.36\|132.00\|125.62\|18659;2026-03-13\|129.20\|1.22\|125.92\|135.66\|122.98\|29522;2026-03-16\|126.78\|-1.87\|128.29\|128.88\|123.27\|19657;2026-03-17\|121.43\|-4.22\|127.00\|127.00\|121.33\|17515;2026-03-18\|126.00\|3.76\|123.36\|126.70\|121.61\|17254;2026-03-19\|124.41\|-1.26\|124.00\|125.90\|123.25\|15000;2026-03-20\|121.68\|-2.19\|126.74\|127.50\|121.68\|15362;2026-03-23\|113.38\|-6.82\|118.50\|119.99\|112.00\|20529;2026-03-24\|120.83\|6.57\|115.66\|122.02\|111.60\|20379;2026-03-25\|123.20\|1.96\|120.76\|124.93\|120.76\|13685;2026-03-26\|119.32\|-3.15\|121.53\|122.96\|118.23\|12946;2026-03-27\|119.50\|0.15\|117.23\|121.24\|115.68\|10739;2026-03-30\|121.13\|1.36\|117.66\|122.30\|116.30\|11539;2026-03-31\|116.69\|-3.67\|120.00\|121.41\|116.51\|10855;2026-04-01\|121.80\|4.38\|120.03\|123.50\|120.03\|16810;2026-04-02\|116.88\|-4.04\|120.38\|121.68\|115.58\|14839;2026-04-03\|117.29\|0.35\|117.63\|119.35\|115.80\|11972;2026-04-07\|120.66\|2.87\|117.58\|123.85\|117.58\|14710;2026-04-08\|129.17\|7.05\|125.00\|129.50\|124.04\|20488;2026-04-09\|127.94\|-0.95\|127.50\|130.38\|127.00\|15210;2026-04-10\|127.40\|-0.42\|128.90\|130.98\|127.25\|13676;2026-04-13\|127.11\|-0.23\|126.00\|131.66\|126.00\|15794;2026-04-14\|126.45\|-0.52\|128.40\|129.69\|125.88\|17512;2026-04-15\|126.60\|0.12\|127.50\|130.44\|126.14\|17775;2026-04-16\|128.97\|1.87\|127.10\|129.52\|126.38\|15747;2026-04-17\|132.42\|2.67\|128.87\|133.48\|127.88\|22995;2026-04-20\|130.08\|-1.77\|132.58\|134.00\|129.50\|19387;2026-04-21\|127.00\|-2.37\|129.53\|130.00\|125.25\|19212;2026-04-22\|132.50\|4.33\|129.03\|132.50\|126.64\|22735;2026-04-23\|129.36\|-2.37\|132.00\|133.88\|127.06\|20851;2026-04-24\|133.36\|3.09\|128.84\|135.64\|127.79\|28466;2026-04-27\|135.03\|1.25\|133.00\|136.42\|132.05\|25844;2026-04-28\|130.15\|-3.61\|136.90\|137.84\|128.80\|46306;2026-04-29\|152.18\|16.93\|129.15\|156.18\|128.22\|88387;2026-04-30\|172.60\|13.42\|152.00\|176.00\|152.00\|98148;2026-05-06\|166.73\|-3.40\|172.85\|174.40\|163.30\|76191;2026-05-07\|183.29\|9.93\|168.00\|189.23\|167.30\|70203;2026-05-08\|188.06\|2.60\|180.43\|190.00\|173.10\|66725;2026-05-11\|210.55\|11.96\|199.34\|225.67\|197.55\|91028;2026-05-12\|209.90\|-0.31\|208.59\|212.66\|200.00\|77204;2026-05-13\|215.80\|2.81\|203.60\|225.15\|201.99\|68745;2026-05-14\|210.10\|-2.64\|213.80\|221.00\|206.36\|59965;2026-05-15\|206.50\|-1.71\|216.04\|223.00\|202.00\|63995;2026-05-18\|212.49\|2.90\|206.50\|222.42\|205.00\|50125;2026-05-19\|225.03\|5.90\|212.38\|228.80\|212.38\|67381;2026-05-20\|238.54\|6.00\|226.00\|242.42\|222.23\|59121;2026-05-21\|217.00\|-9.03\|243.00\|244.99\|216.00\|70763;2026-05-22\|216.08\|-0.42\|221.12\|225.00\|208.89\|57276;2026-05-25\|227.37\|5.22\|215.13\|228.30\|205.88\|58616;2026-05-26\|205.93\|-9.43\|224.50\|224.50\|201.00\|64628;2026-05-27\|199.00\|-3.37\|211.59\|211.59\|198.00\|44989;2026-05-28\|206.01\|3.52\|199.00\|210.37\|195.01\|41152;2026-05-29\|191.53\|-7.03\|206.00\|207.50\|189.53\|45312;2026-06-01\|184.04\|-3.91\|190.02\|194.00\|183.00\|35600;2026-06-02\|217.00\|17.91\|185.00\|220.85\|181.00\|85567;2026-06-03\|246.50\|13.59\|249.99\|260.00\|240.33\|128684;2026-06-04\|226.97\|-7.92\|223.00\|231.99\|222.50\|103037;2026-06-05\|214.00\|-5.71\|221.30\|233.88\|212.98\|71989;2026-06-08\|194.48\|-9.12\|190.50\|202.00\|190.50\|57167;2026-06-09\|199.98\|2.83\|201.00\|201.99\|193.23\|45208;2026-06-10\|190.87\|-4.56\|195.04\|197.10\|186.21\|43912;2026-06-11\|184.77\|-3.20\|189.58\|195.42\|182.31\|41980;2026-06-12\|178.50\|-3.39\|194.00\|195.23\|177.33\|43126;2026-06-15\|192.29\|7.73\|182.07\|193.67\|180.00\|45154;2026-06-16\|197.49\|2.70\|192.24\|201.89\|190.11\|42696;2026-06-17\|199.00\|0.76\|192.00\|199.80\|190.56\|42625;2026-06-18\|238.80\|20.00\|200.00\|238.80\|200.00\|70703;2026-06-22\|271.60\|13.74\|250.00\|274.00\|245.66\|102655;2026-06-23\|262.66\|-3.29\|260.97\|273.18\|256.66\|70393;2026-06-24\|266.63\|1.51\|258.06\|267.98\|247.70\|57296;2026-06-25\|258.70\|-2.97\|265.99\|265.99\|253.30\|45613;2026-06-26\|248.16\|-4.07\|258.70\|267.88\|244.00\|51023;2026-06-29\|241.50\|-2.68\|246.55\|259.70\|230.00\|50964;2026-06-30\|248.76\|3.01\|243.67\|253.99\|234.02\|41935;2026-07-01\|234.72\|-5.64\|254.00\|260.00\|232.89\|48720;2026-07-02\|226.90\|-3.33\|226.22\|242.00\|219.00\|44260;2026-07-03\|215.98\|-4.81\|221.00\|229.00\|215.55\|38895;2026-07-06\|212.00\|-1.84\|219.00\|221.00\|202.28\|36610;2026-07-07\|212.58\|0.27\|212.90\|221.50\|205.01\|34177;2026-07-08\|209.37\|-1.51\|214.83\|221.50\|203.37\|37804;2026-07-09\|222.09\|6.08\|215.30\|223.00\|206.35\|48880;2026-07-10\|204.80\|-7.79\|225.00\|232.00\|204.80\|52717;2026-07-13\|192.15\|-6.18\|199.36\|209.95\|190.00\|43876;2026-07-14\|190.00\|-1.12\|195.61\|197.99\|175.94\|39053;2026-07-15\|175.94\|-7.40\|193.37\|196.00\|174.60\|36415;2026-07-16\|164.03\|-6.77\|171.17\|177.50\|163.01\|39406;2026-07-17\|140.00\|-14.65\|160.90\|165.00\|140.00\|50111
110399	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	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	2026-03-10\|271.40\|2.31\|270.00\|275.88\|265.31\|15546;2026-03-11\|244.26\|-10.00\|274.43\|274.68\|244.26\|46102;2026-03-12\|240.86\|-1.39\|240.22\|250.46\|238.01\|32687;2026-03-13\|235.01\|-2.43\|237.01\|241.56\|235.01\|16283;2026-03-16\|245.67\|4.54\|234.59\|248.54\|232.11\|23117;2026-03-17\|240.93\|-1.93\|245.68\|247.55\|240.30\|10090;2026-03-18\|249.50\|3.56\|243.00\|252.90\|241.41\|12764;2026-03-19\|247.05\|-0.98\|245.98\|253.80\|242.68\|14486;2026-03-20\|243.60\|-1.40\|247.80\|251.98\|240.93\|12461;2026-03-23\|225.40\|-7.47\|237.51\|240.00\|223.41\|13351;2026-03-24\|235.83\|4.63\|229.87\|238.56\|223.00\|14174;2026-03-25\|251.30\|6.56\|238.78\|251.88\|237.50\|21048;2026-03-26\|256.79\|2.18\|250.38\|268.78\|248.60\|30612;2026-03-27\|258.79\|0.78\|252.50\|262.65\|247.01\|19992;2026-03-30\|284.67\|10.00\|255.00\|284.67\|252.46\|24361;2026-03-31\|270.33\|-5.04\|288.20\|290.00\|265.34\|31401;2026-04-01\|278.88\|3.16\|279.92\|297.00\|272.07\|32846;2026-04-02\|272.00\|-2.47\|277.61\|277.78\|267.05\|15045;2026-04-03\|263.32\|-3.19\|270.36\|275.46\|260.66\|15478;2026-04-07\|266.47\|1.20\|263.32\|270.02\|263.00\|11018;2026-04-08\|287.50\|7.89\|276.01\|289.98\|270.90\|23205;2026-04-09\|315.18\|9.63\|276.55\|316.25\|273.60\|43096;2026-04-10\|308.49\|-2.12\|314.90\|318.49\|302.50\|28603;2026-04-13\|307.40\|-0.35\|304.52\|311.96\|299.00\|19901;2026-04-14\|338.14\|10.00\|308.00\|338.14\|305.23\|24696;2026-04-15\|333.66\|-1.32\|347.99\|349.00\|331.77\|22458;2026-04-16\|245.98\|7.02\|231.64\|252.84\|220.10\|52760;2026-04-17\|243.90\|-0.85\|250.90\|251.89\|239.01\|41540;2026-04-20\|240.78\|-1.28\|245.00\|248.80\|236.86\|36630;2026-04-21\|247.35\|2.73\|240.00\|249.89\|237.30\|31926;2026-04-22\|249.89\|1.03\|248.50\|250.88\|241.50\|28017;2026-04-23\|246.44\|-1.38\|247.76\|253.20\|243.60\|25092;2026-04-24\|248.59\|0.87\|244.44\|258.00\|244.44\|33259;2026-04-27\|255.35\|2.72\|248.80\|255.97\|239.00\|43444;2026-04-28\|266.90\|4.52\|250.21\|275.00\|246.05\|38999;2026-04-29\|252.61\|-5.35\|262.38\|268.00\|248.89\|33942;2026-04-30\|254.85\|0.89\|250.65\|263.20\|249.00\|29673;2026-05-06\|258.02\|1.24\|259.44\|265.50\|249.88\|36616;2026-05-07\|266.29\|3.21\|258.00\|270.00\|254.08\|30357;2026-05-08\|259.09\|-2.70\|262.01\|266.00\|254.50\|26180;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
110398	国产存储厂扩产；美股英特尔、英伟达等股价创历史新高	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%。	唐山三孚电子材料有限公司是本次反倾销调查申请人。公司电子级二氯二氢硅产品于2023年通过质量验证，已实现批量供应。	2026-03-10\|27.38\|3.36\|26.60\|28.20\|26.31\|192449;2026-03-11\|30.12\|10.01\|27.37\|30.12\|27.12\|185682;2026-03-12\|28.85\|-4.22\|30.72\|30.87\|28.55\|307526;2026-03-13\|27.20\|-5.72\|28.71\|28.95\|27.14\|207226;2026-03-16\|26.79\|-1.51\|27.53\|27.87\|25.95\|171767;2026-03-17\|24.81\|-7.39\|26.77\|26.94\|24.80\|166140;2026-03-18\|25.33\|2.10\|25.10\|25.50\|24.68\|92894;2026-03-19\|24.14\|-4.70\|25.00\|25.39\|24.00\|97955;2026-03-20\|23.23\|-3.77\|24.05\|24.42\|23.20\|82251;2026-03-23\|21.87\|-5.85\|22.60\|23.18\|21.76\|114280;2026-03-24\|22.22\|1.60\|22.33\|22.45\|21.40\|84161;2026-03-25\|24.44\|9.99\|22.48\|24.44\|22.46\|69815;2026-03-26\|23.57\|-3.56\|24.68\|24.68\|23.56\|143002;2026-03-27\|24.10\|2.25\|23.80\|24.48\|23.45\|125346;2026-03-30\|24.39\|1.20\|23.89\|24.75\|23.49\|102639;2026-03-31\|24.10\|-1.19\|24.16\|24.45\|23.54\|112472;2026-04-01\|24.06\|-0.17\|24.75\|24.81\|23.85\|83928;2026-04-02\|25.15\|4.53\|24.04\|25.60\|23.88\|251688;2026-04-03\|25.89\|2.94\|24.99\|26.49\|24.66\|279367;2026-04-07\|27.80\|7.38\|26.12\|28.38\|26.03\|304501;2026-04-08\|27.88\|0.29\|27.22\|28.34\|26.44\|301605;2026-04-09\|27.88\|0.00\|27.33\|28.12\|26.56\|225767;2026-04-10\|27.21\|-2.40\|27.97\|28.05\|27.10\|183934;2026-04-13\|27.48\|0.99\|26.58\|27.85\|26.47\|158557;2026-04-14\|27.67\|0.69\|27.50\|28.10\|26.99\|146138;2026-04-15\|27.28\|-1.41\|27.99\|28.57\|27.10\|143112;2026-04-16\|26.43\|-3.12\|26.88\|27.00\|26.13\|156312;2026-04-17\|26.81\|1.44\|26.09\|28.11\|26.01\|152944;2026-04-20\|28.65\|6.86\|27.55\|29.18\|27.35\|268883;2026-04-21\|29.17\|1.81\|28.79\|29.77\|28.20\|215845;2026-04-22\|30.30\|3.87\|29.00\|30.72\|28.45\|269868;2026-04-23\|30.54\|0.79\|30.00\|30.96\|29.33\|298644;2026-04-24\|29.78\|-2.49\|29.87\|30.46\|29.31\|203194;2026-04-27\|30.17\|1.31\|30.38\|30.89\|29.98\|183581;2026-04-28\|29.46\|-2.35\|30.08\|30.33\|29.13\|159257;2026-04-29\|29.20\|-0.88\|29.46\|29.90\|28.85\|113726;2026-04-30\|28.22\|-3.36\|29.08\|29.55\|28.20\|135541;2026-05-06\|29.66\|5.10\|28.80\|30.17\|28.53\|162497;2026-05-07\|32.63\|10.01\|30.66\|32.63\|30.66\|161379;2026-05-08\|33.97\|4.11\|33.17\|34.68\|32.80\|388695;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

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