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
121999	两大MLCC龙头发出涨价函	被动电子元器件+TLVR电感+光模块上游行业原因： 1、半导体板块大幅反弹，板块内超80只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%，科创50指数午后大涨逾10%。 2、亚洲股市今日普遍反弹，韩国综合指数、日经225指数涨超3%。公司原因： 1、据2026年7月1日投资者关系活动记录表，公司TLVR拓扑结构产品主要用于AI服务器的xPU芯片，目前已实现批量化供应，在AI服务器功率持续提升的趋势下，其应用将进一步打开。 2、据2026年7月9日互动易，公司高频通信磁珠、功率电感等产品可用于光模块，其中磁性器件主要应用于供电和信号隔离。 3、据2025年年报，公司主要开发生产片式类电感，年交付电感远超千亿只，已成为在全球被动电子元器件领域具有技术领先和核心竞争优势的国际化企业。	国内被动电子元器件行业电感细分龙头企业；公司专注于片式电感、片式敏感器件（包括热敏电阻、压敏电阻和钽电容）、LTCC器件、传感器等新型片式被动电子元器件的研产销，是华为、小米手机电感的重要供应商	2026-07-02\|67.52\|-9.49\|70.00\|72.88\|67.14\|535842;2026-07-03\|64.87\|-3.92\|66.69\|68.37\|64.55\|521582;2026-07-06\|61.03\|-5.92\|66.05\|66.40\|59.95\|551678;2026-07-07\|61.14\|0.18\|60.70\|62.94\|59.02\|366100;2026-07-08\|56.05\|-8.33\|61.50\|62.49\|55.60\|623704;2026-07-09\|58.48\|4.34\|57.50\|58.74\|55.15\|404600;2026-07-10\|54.11\|-7.47\|59.00\|60.08\|54.00\|451049;2026-07-13\|48.93\|-9.57\|53.65\|53.88\|48.70\|652154;2026-07-14\|50.55\|3.31\|49.10\|51.58\|47.50\|490340;2026-07-15\|47.75\|-5.54\|51.23\|52.23\|46.96\|412495;2026-07-16\|44.87\|-6.03\|47.44\|47.74\|44.20\|382520;2026-07-17\|42.31\|-5.71\|44.88\|45.22\|40.90\|511950;2026-07-20\|38.08\|-10.00\|43.25\|44.35\|38.08\|516190;2026-07-21\|41.89\|10.01\|38.95\|41.89\|36.71\|428423;2026-07-22\|43.84\|4.66\|43.97\|45.71\|42.86\|708495;2026-07-23\|43.44\|-0.91\|43.78\|45.97\|43.02\|476779;2026-07-24\|42.11\|-3.06\|42.36\|43.19\|41.40\|297175;2026-07-27\|45.19\|7.31\|42.11\|45.69\|41.44\|407177;2026-07-28\|41.68\|-7.77\|43.52\|44.09\|41.10\|371489;2026-07-29\|43.15\|3.53\|41.06\|43.50\|40.50\|496071;2026-07-30\|40.10\|-7.07\|42.79\|44.13\|39.04\|523110;2026-07-31\|42.80\|6.73\|43.00\|44.11\|42.71\|662838;2026-08-03\|43.51\|1.66\|43.20\|44.41\|42.50\|490182;2026-08-04\|47.23\|8.55\|44.32\|47.25\|42.93\|526807;2026-08-05\|49.60\|5.02\|46.00\|51.31\|45.50\|532654;2026-08-06\|48.48\|-2.26\|48.52\|49.83\|47.11\|377518;2026-08-07\|49.79\|2.70\|47.71\|50.07\|46.83\|398985;2026-08-10\|48.10\|-3.39\|49.78\|49.78\|46.53\|369497;2026-08-11\|49.78\|3.49\|47.12\|52.46\|47.10\|467786;2026-08-12\|50.00\|0.44\|50.08\|50.24\|48.89\|260174;2026-08-13\|48.90\|-2.20\|50.51\|51.99\|48.74\|337445;2026-08-14\|52.21\|6.77\|49.59\|52.39\|48.74\|409745;2026-08-17\|52.79\|1.11\|52.28\|53.64\|50.60\|440473;2026-08-18\|51.93\|-1.63\|52.68\|54.10\|50.71\|352657;2026-08-19\|47.41\|-8.70\|50.00\|51.38\|47.04\|453715;2026-08-20\|48.41\|2.11\|48.25\|49.60\|47.37\|268684;2026-08-21\|49.94\|3.16\|48.54\|50.38\|47.95\|257246;2026-08-24\|47.66\|-4.57\|50.00\|50.00\|46.07\|276105;2026-08-25\|47.49\|-0.36\|47.00\|48.23\|45.76\|206725;2026-08-26\|46.89\|-1.26\|47.00\|47.84\|46.00\|213840;2026-08-27\|48.26\|2.92\|47.25\|48.84\|46.85\|256879;2026-08-28\|49.15\|1.84\|48.55\|50.82\|47.91\|320769;2026-08-31\|50.05\|1.83\|47.35\|50.21\|47.35\|313883;2026-09-01\|46.50\|-7.09\|49.94\|50.05\|46.39\|347624;2026-09-02\|45.68\|-1.76\|45.80\|46.40\|45.10\|187246;2026-09-03\|45.79\|0.24\|46.02\|46.80\|44.87\|209929;2026-09-04\|44.49\|-2.84\|45.95\|46.65\|44.06\|195188;2026-09-07\|48.94\|10.00\|44.89\|48.94\|44.80\|420272;2026-09-08\|48.10\|-1.72\|49.55\|49.89\|47.66\|264028;2026-09-09\|47.83\|-0.56\|48.20\|48.99\|47.21\|209849;2026-09-10\|46.94\|-1.86\|47.20\|47.85\|46.15\|208782;2026-09-11\|48.11\|2.49\|46.20\|48.54\|45.50\|304306;2026-09-14\|49.79\|3.49\|47.16\|50.81\|46.65\|416842;2026-09-15\|49.36\|-0.86\|49.12\|50.80\|49.12\|268905;2026-09-16\|51.12\|3.57\|49.36\|51.88\|49.15\|286541;2026-09-17\|49.93\|-2.33\|50.66\|51.45\|49.63\|246281;2026-09-18\|52.52\|5.19\|50.92\|52.88\|50.49\|347834;2026-09-21\|53.37\|1.62\|53.91\|54.85\|52.30\|338505;2026-09-22\|54.35\|1.84\|54.50\|55.86\|53.68\|367460;2026-09-23\|54.66\|0.57\|54.26\|55.20\|53.21\|254395;2026-09-24\|51.30\|-6.15\|53.92\|54.27\|51.22\|318845;2026-09-28\|47.89\|-6.65\|51.34\|51.46\|47.33\|300729;2026-09-29\|48.88\|2.07\|47.53\|49.50\|47.53\|179301;2026-09-30\|48.24\|-1.31\|49.02\|49.80\|48.00\|143189;2026-10-08\|48.09\|-0.31\|48.68\|50.78\|47.48\|273331;2026-10-09\|45.60\|-5.18\|47.14\|47.25\|43.81\|290770;2026-10-12\|42.95\|-5.81\|45.06\|45.35\|42.90\|216880;2026-10-13\|43.23\|0.65\|41.51\|43.90\|40.61\|279828;2026-10-14\|42.94\|-0.67\|43.29\|44.32\|42.55\|146941;2026-10-15\|41.08\|-4.33\|41.28\|42.02\|40.12\|206194;2026-10-16\|40.03\|-2.56\|42.00\|42.20\|39.60\|175784;2026-10-19\|40.06\|0.07\|39.60\|40.44\|38.00\|222852;2026-10-20\|39.75\|-0.77\|40.04\|41.10\|39.26\|176517;2026-10-21\|42.69\|7.40\|40.45\|43.23\|40.31\|319849;2026-10-22\|41.42\|-2.97\|42.31\|42.88\|40.91\|199800;2026-10-23\|42.18\|1.83\|40.80\|42.40\|38.60\|255797;2026-10-26\|39.77\|-5.71\|41.68\|41.69\|39.52\|186512;2026-10-27\|39.08\|-1.74\|40.56\|41.63\|39.00\|180457;2026-10-28\|42.06\|7.63\|39.80\|42.40\|39.75\|246227;2026-10-29\|40.60\|-3.47\|41.68\|42.46\|40.20\|173826;2026-10-30\|40.32\|-0.69\|39.40\|43.08\|39.00\|401219;2026-11-02\|39.84\|-1.19\|40.91\|41.23\|39.33\|294812;2026-11-03\|37.61\|-5.60\|39.16\|39.98\|37.42\|315344;2026-11-04\|41.00\|9.01\|37.80\|41.28\|37.24\|364409;2026-11-05\|40.00\|-2.44\|39.68\|41.44\|39.52\|273613;2026-11-06\|37.59\|-6.03\|36.88\|38.08\|36.66\|296342;2026-11-09\|38.18\|1.57\|37.93\|38.94\|37.35\|143026;2026-11-10\|39.21\|2.70\|39.11\|40.10\|39.11\|159998;2026-11-11\|40.34\|2.88\|39.08\|40.68\|38.96\|185002
121998	两大MLCC龙头发出涨价函	MLCC镍粉+AI算力+扩产行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年6月8日投资者关系活动记录表，AI技术发展带动MLCC行业转向AI基础设施与汽车电子驱动，AI服务器对超高容、高可靠性MLCC需求激增，进而对上游原材料镍粉提出更高性能要求，公司镍粉主要应用于MLCC并广泛用于AI硬件等领域。 2、据2026年4月29日公告，公司拟以子公司广豫储能投资建设“年产640吨超细金属粉体材料项目”，计划投资约1.2亿元，紧抓人工智能、汽车电子及光伏低银化/无银化发展机遇。 3、据2026年4月20日年报及2026年6月8日投资者关系活动记录表，公司主营电子专用高端金属粉体材料，产品包括镍粉、铜粉、银包覆粉体等，是国产MLCC镍粉龙头，2025年营收11.5亿元同比增长21.8%。	公司是全球领先、国内唯一的小粒径纳米镍粉生产商、国内MLCC镍粉市场领军企业，银包铜粉已批量用于光伏HJT电池低温浆料	2026-07-02\|246.11\|-10.00\|254.00\|264.00\|246.11\|124296;2026-07-03\|238.10\|-3.25\|234.59\|251.40\|224.66\|129184;2026-07-06\|218.74\|-8.13\|239.59\|244.40\|217.86\|126049;2026-07-07\|212.53\|-2.84\|219.84\|222.50\|207.80\|111864;2026-07-08\|202.80\|-4.58\|215.00\|223.10\|202.03\|97722;2026-07-09\|206.95\|2.05\|208.00\|212.00\|189.01\|176880;2026-07-10\|199.75\|-3.48\|213.00\|225.00\|199.00\|147860;2026-07-13\|183.99\|-7.89\|190.00\|200.65\|180.50\|154418;2026-07-14\|196.30\|6.69\|185.50\|197.18\|181.24\|125086;2026-07-15\|184.47\|-6.03\|202.99\|206.58\|182.25\|101542;2026-07-16\|166.02\|-10.00\|179.92\|183.44\|166.02\|140075;2026-07-17\|149.42\|-10.00\|166.02\|167.17\|149.42\|142739;2026-07-20\|134.48\|-10.00\|152.00\|153.00\|134.48\|109511;2026-07-21\|147.93\|10.00\|133.04\|147.93\|121.03\|200075;2026-07-22\|145.02\|-1.97\|148.76\|158.86\|143.10\|162855;2026-07-23\|146.41\|0.96\|149.83\|159.52\|144.00\|168899;2026-07-24\|137.87\|-5.83\|142.88\|146.87\|137.62\|134124;2026-07-27\|151.66\|10.00\|140.64\|151.66\|138.09\|135744;2026-07-28\|136.49\|-10.00\|150.66\|151.68\|136.49\|124199;2026-07-29\|144.58\|5.93\|136.50\|146.66\|135.71\|217930;2026-07-30\|133.12\|-7.93\|144.65\|150.60\|130.26\|212340;2026-07-31\|136.27\|2.37\|146.43\|146.43\|135.12\|218268;2026-08-03\|131.10\|-3.79\|134.91\|138.92\|128.80\|139046;2026-08-04\|143.32\|9.32\|133.31\|144.21\|126.55\|193897;2026-08-05\|157.65\|10.00\|141.25\|157.65\|141.00\|145177;2026-08-06\|163.82\|3.91\|160.00\|165.00\|155.98\|216082;2026-08-07\|163.97\|0.09\|163.81\|169.30\|156.53\|224128;2026-08-10\|173.99\|6.11\|165.99\|176.07\|159.72\|195901;2026-08-11\|172.16\|-1.05\|170.00\|191.16\|170.00\|216643;2026-08-12\|168.80\|-1.95\|172.00\|173.88\|164.77\|172653;2026-08-13\|167.48\|-0.78\|172.30\|178.16\|165.89\|166791;2026-08-14\|168.55\|0.64\|168.25\|171.78\|164.00\|137768;2026-08-17\|175.66\|4.22\|168.55\|177.00\|166.60\|146687;2026-08-18\|169.15\|-3.71\|175.68\|179.00\|166.59\|165203;2026-08-19\|152.24\|-10.00\|159.37\|162.56\|152.24\|127428;2026-08-20\|148.02\|-2.77\|150.72\|153.29\|146.19\|158727;2026-08-21\|153.80\|3.90\|148.01\|154.80\|145.88\|115818;2026-08-24\|147.54\|-4.07\|153.50\|156.49\|142.82\|104234;2026-08-25\|147.55\|0.01\|144.92\|150.30\|138.88\|92717;2026-08-26\|146.56\|-0.67\|148.50\|150.50\|144.36\|61419;2026-08-27\|153.64\|4.83\|149.21\|153.80\|145.69\|97607;2026-08-28\|152.24\|-0.91\|153.77\|159.13\|152.00\|100131;2026-08-31\|149.34\|-1.90\|145.00\|150.02\|141.80\|138713;2026-09-01\|141.08\|-5.53\|149.18\|149.22\|139.00\|109242;2026-09-02\|139.01\|-1.47\|139.33\|141.13\|137.26\|77561;2026-09-03\|139.80\|0.57\|141.16\|142.88\|137.90\|73148;2026-09-04\|133.24\|-4.69\|142.00\|142.80\|131.94\|88794;2026-09-07\|137.20\|2.97\|133.90\|138.38\|133.05\|120809;2026-09-08\|134.88\|-1.69\|137.32\|139.25\|133.86\|78475;2026-09-09\|133.44\|-1.07\|136.02\|138.39\|132.44\|75426;2026-09-10\|133.52\|0.06\|131.64\|134.66\|130.08\|67224;2026-09-11\|134.87\|1.01\|131.00\|135.99\|127.28\|115129;2026-09-14\|137.60\|2.02\|131.79\|138.98\|130.31\|182318;2026-09-15\|135.10\|-1.82\|137.49\|139.79\|134.46\|133458;2026-09-16\|138.31\|2.38\|136.35\|140.20\|133.33\|126948;2026-09-17\|135.27\|-2.20\|139.00\|141.60\|135.10\|113744;2026-09-18\|139.12\|2.85\|137.79\|140.67\|135.01\|126066;2026-09-21\|137.48\|-1.18\|143.50\|144.50\|136.39\|149449;2026-09-22\|141.33\|2.80\|139.01\|148.45\|138.08\|215845;2026-09-23\|139.15\|-1.54\|140.76\|143.76\|137.80\|146709;2026-09-24\|133.01\|-4.41\|137.52\|141.42\|133.00\|123507;2026-09-28\|119.97\|-9.80\|132.00\|132.19\|119.71\|136334;2026-09-29\|118.55\|-1.18\|119.00\|120.80\|117.80\|94021;2026-09-30\|114.32\|-3.57\|119.58\|119.64\|114.15\|105869;2026-10-08\|109.82\|-3.94\|114.59\|117.32\|108.69\|101167;2026-10-09\|104.68\|-4.68\|107.00\|109.74\|99.03\|150412;2026-10-12\|100.49\|-4.00\|103.88\|104.51\|100.22\|85360;2026-10-13\|99.50\|-0.99\|98.07\|101.21\|94.31\|106537;2026-10-14\|98.00\|-1.51\|99.50\|102.35\|97.50\|78715;2026-10-15\|91.80\|-6.33\|92.00\|95.98\|90.90\|114463;2026-10-16\|89.45\|-2.56\|93.70\|94.66\|88.52\|87195;2026-10-19\|87.99\|-1.63\|88.50\|89.80\|83.70\|89355;2026-10-20\|89.68\|1.92\|87.50\|91.78\|86.46\|77079;2026-10-21\|89.49\|-0.21\|90.85\|92.75\|89.03\|62284;2026-10-22\|84.79\|-5.25\|90.90\|92.49\|83.96\|89028;2026-10-23\|85.03\|0.28\|82.81\|85.50\|77.62\|109266;2026-10-26\|80.10\|-5.80\|84.37\|84.66\|79.70\|89298;2026-10-27\|76.43\|-4.58\|81.50\|82.58\|76.30\|72160;2026-10-28\|79.02\|3.39\|77.80\|80.30\|76.82\|84726;2026-10-29\|74.06\|-6.28\|79.00\|79.52\|73.89\|71719;2026-10-30\|70.82\|-4.37\|71.07\|75.85\|69.76\|84012;2026-11-02\|71.67\|1.20\|72.02\|73.35\|69.18\|107584;2026-11-03\|67.79\|-5.41\|70.50\|72.32\|67.00\|82639;2026-11-04\|74.57\|10.00\|68.69\|74.57\|66.00\|133143;2026-11-05\|79.28\|6.32\|72.78\|82.03\|72.78\|186942;2026-11-06\|74.97\|-5.44\|75.00\|76.97\|73.20\|128903;2026-11-09\|76.17\|1.60\|76.01\|77.50\|74.90\|106287;2026-11-10\|76.95\|1.02\|78.93\|79.68\|76.60\|75334;2026-11-11\|81.58\|6.02\|76.80\|81.78\|76.23\|99564
121997	两大MLCC龙头发出涨价函	AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|78.35\|-9.63\|85.66\|86.40\|78.03\|470069;2026-07-14\|86.19\|10.01\|79.76\|86.19\|78.66\|391846;2026-07-15\|87.86\|1.94\|91.02\|93.68\|86.93\|593531;2026-07-16\|81.42\|-7.33\|84.18\|86.16\|79.21\|483317;2026-07-17\|73.28\|-10.00\|79.37\|80.00\|73.28\|414365;2026-07-20\|65.95\|-10.00\|73.90\|76.00\|65.95\|435483;2026-07-21\|72.55\|10.01\|66.00\|72.55\|60.83\|572738;2026-07-22\|71.01\|-2.12\|72.55\|76.43\|69.45\|516348;2026-07-23\|66.42\|-6.46\|72.28\|74.80\|66.04\|432517;2026-07-24\|63.59\|-4.26\|63.10\|68.15\|62.77\|383475;2026-07-27\|69.95\|10.00\|63.48\|69.95\|62.86\|406263;2026-07-28\|62.96\|-9.99\|68.70\|68.70\|62.96\|314122;2026-07-29\|61.40\|-2.48\|60.45\|64.70\|58.20\|560028;2026-07-30\|55.50\|-9.61\|60.77\|62.84\|55.26\|604846;2026-07-31\|58.71\|5.78\|59.82\|61.05\|58.40\|562367;2026-08-03\|53.92\|-8.16\|56.86\|58.99\|53.35\|470863;2026-08-04\|59.31\|10.00\|54.28\|59.31\|53.85\|427829;2026-08-05\|64.24\|8.31\|58.46\|65.24\|57.62\|577845;2026-08-06\|65.09\|1.32\|62.00\|66.07\|61.04\|426091;2026-08-07\|67.58\|3.83\|64.77\|69.34\|64.04\|573738;2026-08-10\|66.11\|-2.18\|69.00\|70.43\|63.57\|464339;2026-08-11\|65.60\|-0.77\|64.20\|69.89\|62.88\|533728;2026-08-12\|65.23\|-0.56\|65.50\|67.16\|63.68\|380555;2026-08-13\|66.61\|2.12\|68.49\|71.75\|66.50\|546591;2026-08-14\|69.79\|4.77\|69.01\|71.70\|66.94\|643481;2026-08-17\|69.95\|0.23\|69.50\|69.96\|66.60\|579696;2026-08-18\|67.41\|-3.63\|72.05\|72.45\|66.00\|647046;2026-08-19\|60.67\|-10.00\|64.05\|64.85\|60.67\|494299;2026-08-20\|59.97\|-1.15\|61.28\|61.97\|58.60\|493374;2026-08-21\|64.33\|7.27\|59.70\|64.53\|59.11\|532480;2026-08-24\|59.50\|-7.51\|64.23\|65.46\|57.91\|512915;2026-08-25\|60.03\|0.89\|59.48\|61.00\|56.87\|337505;2026-08-26\|59.59\|-0.73\|60.05\|60.50\|58.00\|257573;2026-08-27\|62.10\|4.21\|61.00\|62.89\|59.52\|352423;2026-08-28\|60.80\|-2.09\|62.10\|64.55\|60.70\|373098;2026-08-31\|63.40\|4.28\|58.82\|63.67\|58.02\|439223;2026-09-01\|59.46\|-6.21\|68.23\|69.74\|59.31\|692046;2026-09-02\|55.87\|-6.04\|58.11\|58.90\|55.00\|550645;2026-09-03\|57.95\|3.72\|56.68\|59.16\|56.20\|423067;2026-09-04\|56.32\|-2.81\|59.45\|60.52\|55.67\|369515;2026-09-07\|61.95\|10.00\|59.20\|61.95\|57.95\|606436;2026-09-08\|59.60\|-3.79\|64.12\|64.50\|59.38\|588770;2026-09-09\|58.97\|-1.06\|60.01\|61.61\|58.50\|347194;2026-09-10\|58.01\|-1.63\|58.16\|59.60\|57.52\|247751;2026-09-11\|58.02\|0.02\|57.15\|58.87\|55.05\|363519;2026-09-14\|58.13\|0.19\|56.11\|58.70\|55.16\|306380;2026-09-15\|58.89\|1.31\|57.94\|61.20\|57.68\|356252;2026-09-16\|60.28\|2.36\|58.78\|60.84\|57.91\|368263;2026-09-17\|60.06\|-0.36\|60.15\|61.90\|59.65\|367006;2026-09-18\|61.48\|2.36\|61.31\|61.85\|59.41\|395869;2026-09-21\|60.68\|-1.30\|62.46\|62.81\|60.08\|374372;2026-09-22\|60.98\|0.49\|61.80\|62.74\|60.68\|405524;2026-09-23\|59.85\|-1.85\|60.85\|61.69\|59.70\|265051;2026-09-24\|57.96\|-3.16\|59.41\|60.05\|57.80\|240769;2026-09-28\|52.16\|-10.01\|57.86\|57.96\|52.16\|391056;2026-09-29\|52.84\|1.30\|51.00\|53.30\|50.50\|332555;2026-09-30\|51.32\|-2.88\|53.40\|53.41\|51.03\|228582;2026-10-08\|49.71\|-3.14\|51.15\|52.76\|49.16\|291253;2026-10-09\|48.10\|-3.24\|49.01\|49.28\|45.26\|374198;2026-10-12\|44.91\|-6.63\|47.70\|47.79\|44.80\|322598;2026-10-13\|45.65\|1.65\|43.89\|46.49\|42.12\|352080;2026-10-14\|44.11\|-3.37\|45.80\|46.66\|44.00\|220219;2026-10-15\|41.27\|-6.44\|42.10\|42.85\|40.90\|320408;2026-10-16\|40.88\|-0.94\|42.49\|42.65\|40.40\|256724;2026-10-19\|40.54\|-0.83\|40.50\|41.43\|39.04\|247443;2026-10-20\|41.29\|1.85\|40.54\|42.03\|39.65\|234446;2026-10-21\|41.07\|-0.53\|41.80\|42.64\|40.85\|185424;2026-10-22\|39.13\|-4.72\|41.10\|41.49\|38.86\|215874;2026-10-23\|38.73\|-1.02\|38.10\|39.28\|35.42\|498213;2026-10-26\|35.98\|-7.10\|38.11\|38.28\|35.67\|361353;2026-10-27\|34.40\|-4.39\|36.59\|37.24\|34.23\|289008;2026-10-28\|35.08\|1.98\|34.91\|35.66\|34.06\|358216;2026-10-29\|33.57\|-4.30\|35.08\|35.29\|33.50\|268080;2026-10-30\|32.29\|-3.81\|32.50\|34.59\|31.59\|351032;2026-11-02\|33.32\|3.19\|32.66\|33.95\|31.68\|388696;2026-11-03\|30.92\|-7.20\|33.01\|33.18\|30.65\|390248;2026-11-04\|33.73\|9.09\|31.24\|33.88\|30.65\|479995;2026-11-05\|34.30\|1.69\|32.93\|35.14\|32.65\|418450;2026-11-06\|32.43\|-5.45\|32.02\|33.26\|31.61\|308820;2026-11-09\|32.60\|0.52\|32.77\|33.38\|32.22\|266094;2026-11-10\|33.13\|1.63\|33.51\|33.98\|33.02\|282274;2026-11-11\|35.27\|6.46\|33.42\|35.35\|33.05\|385473
121996	两大MLCC龙头发出涨价函	MLCC涨价+投资建厂+存储芯片测试行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年6月4日及6月2日互动易，鉴于市场环境变化，公司MLCC产品已实施价格调整；公司电子元器件业务产线整体产能利用率处于较高水平，伴随下游客户逐步认证放量及行业产品价格回暖，产品毛利率有望局部改善。 2、据2026年6月5日公告，公司拟联合竞买深圳市龙华区一地块，投资建设高端半导体及自动化设备研发生产基地项目，投资总额预计不超过3亿元。 3、据2026年5月15日互动易，公司2025年度在研项目包括CP及FT自动分选测试技术，拟研发面向存储芯片晶圆Die及颗粒的自动化测试分选设备，实现芯片好坏等级精准分选并定位物理损坏位置，适配DDR4/DDR5迭代需求，满足AI算力增长带动的市场测试需求。	1、公司生产的电子元器件产品主要为片式多层陶瓷电容器（MLCC），此外业务涉及PCBA插损检测设备等自动化设备； 2、公司正研发面向DDR4/DDR5存储芯片的FT/CP自动分选测试设备，满足AI算力带动的测试需求；新凯来与上海宇量昇都为公司客户	2026-07-02\|61.99\|-12.71\|65.75\|68.00\|60.00\|290949;2026-07-03\|58.09\|-6.29\|61.08\|62.38\|57.03\|262163;2026-07-06\|57.33\|-1.31\|60.21\|61.97\|56.00\|228100;2026-07-07\|59.77\|4.26\|57.66\|60.15\|55.66\|236734;2026-07-08\|62.80\|5.07\|60.01\|64.00\|60.01\|306265;2026-07-09\|60.20\|-4.14\|62.15\|63.00\|51.00\|408866;2026-07-10\|55.70\|-7.48\|59.81\|60.93\|55.60\|325580;2026-07-13\|51.62\|-7.33\|55.00\|57.19\|51.03\|261256;2026-07-14\|55.08\|6.70\|52.38\|55.25\|49.89\|230326;2026-07-15\|51.00\|-7.41\|56.03\|56.65\|50.78\|176507;2026-07-16\|48.40\|-5.10\|49.77\|51.66\|47.00\|177336;2026-07-17\|42.09\|-13.04\|48.02\|48.34\|42.09\|210372;2026-07-20\|35.32\|-16.08\|43.50\|43.96\|34.12\|293460;2026-07-21\|39.72\|12.46\|35.83\|39.87\|31.03\|329675;2026-07-22\|37.57\|-5.41\|39.33\|40.40\|36.82\|235567;2026-07-23\|38.90\|3.54\|37.83\|42.50\|37.83\|331355;2026-07-24\|37.46\|-3.70\|37.83\|39.31\|37.11\|225269;2026-07-27\|40.02\|6.83\|36.99\|40.13\|36.58\|236819;2026-07-28\|36.59\|-8.57\|41.10\|42.30\|36.16\|387714;2026-07-29\|37.39\|2.19\|36.53\|38.46\|35.65\|375650;2026-07-30\|35.32\|-5.54\|36.70\|39.39\|34.51\|381125;2026-07-31\|39.50\|11.83\|39.48\|42.38\|38.23\|596681;2026-08-03\|41.37\|4.73\|39.00\|41.81\|37.70\|531146;2026-08-04\|43.21\|4.45\|40.86\|43.58\|38.09\|531106;2026-08-05\|45.70\|5.76\|39.91\|47.88\|39.91\|573199;2026-08-06\|45.27\|-0.94\|44.17\|46.53\|42.81\|435909;2026-08-07\|45.45\|0.40\|44.46\|47.15\|43.01\|478397;2026-08-10\|47.04\|3.50\|45.00\|47.57\|43.20\|428823;2026-08-11\|46.42\|-1.32\|45.34\|51.00\|45.33\|496146;2026-08-12\|45.59\|-1.79\|46.65\|47.30\|45.00\|341774;2026-08-13\|43.58\|-4.41\|45.68\|46.98\|43.52\|378841;2026-08-14\|46.65\|7.04\|44.45\|46.65\|44.45\|412115;2026-08-17\|46.91\|0.56\|46.20\|46.91\|45.04\|355997;2026-08-18\|48.68\|3.77\|46.79\|49.15\|46.25\|382618;2026-08-19\|42.01\|-13.70\|45.52\|46.99\|42.00\|299409;2026-08-20\|41.00\|-2.40\|42.10\|42.99\|40.23\|205723;2026-08-21\|41.96\|2.34\|40.84\|42.85\|40.55\|187748;2026-08-24\|40.26\|-4.05\|41.58\|41.73\|38.97\|187803;2026-08-25\|39.43\|-2.06\|39.01\|40.20\|36.61\|209454;2026-08-26\|38.37\|-2.69\|39.91\|39.98\|37.68\|159706;2026-08-27\|40.30\|5.03\|38.39\|40.43\|38.15\|190024;2026-08-28\|39.05\|-3.10\|40.31\|41.39\|39.00\|191933;2026-08-31\|40.14\|2.79\|38.29\|40.25\|38.13\|154843;2026-09-01\|38.16\|-4.93\|40.70\|40.70\|37.90\|156436;2026-09-02\|37.55\|-1.60\|37.80\|38.12\|37.28\|102234;2026-09-03\|37.81\|0.69\|37.85\|38.43\|37.02\|112960;2026-09-04\|36.06\|-4.63\|38.04\|38.43\|35.73\|144576;2026-09-07\|37.75\|4.69\|36.48\|38.10\|36.04\|142308;2026-09-08\|36.81\|-2.49\|36.89\|37.76\|36.36\|147899;2026-09-09\|36.55\|-0.71\|36.85\|37.96\|36.28\|131626;2026-09-10\|36.28\|-0.74\|36.20\|36.97\|35.73\|87064;2026-09-11\|37.62\|3.69\|35.70\|37.90\|35.08\|228393;2026-09-14\|39.95\|6.19\|36.79\|40.39\|36.40\|296879;2026-09-15\|38.96\|-2.48\|39.64\|40.22\|38.87\|183563;2026-09-16\|40.20\|3.18\|39.90\|40.46\|38.32\|200177;2026-09-17\|39.06\|-2.84\|40.06\|40.22\|38.87\|176615;2026-09-18\|40.00\|2.41\|39.58\|40.36\|38.93\|173548;2026-09-21\|39.72\|-0.70\|41.02\|41.41\|39.30\|186555;2026-09-22\|38.68\|-2.62\|40.43\|40.55\|38.51\|163308;2026-09-23\|39.16\|1.24\|38.57\|39.79\|38.21\|140730;2026-09-24\|37.62\|-3.93\|38.99\|40.26\|37.62\|135838;2026-09-28\|34.54\|-8.19\|37.45\|37.86\|34.12\|143558;2026-09-29\|34.00\|-1.56\|34.56\|34.69\|33.82\|90418;2026-09-30\|32.90\|-3.24\|34.39\|34.65\|32.83\|99016;2026-10-08\|32.18\|-2.19\|33.15\|34.13\|31.67\|95102;2026-10-09\|31.20\|-3.05\|31.88\|32.01\|29.10\|141124;2026-10-12\|30.93\|-0.87\|31.22\|32.34\|30.35\|113238;2026-10-13\|31.27\|1.10\|30.01\|31.86\|29.10\|117923;2026-10-14\|29.75\|-4.86\|31.32\|31.37\|29.72\|106050;2026-10-15\|28.55\|-4.03\|28.03\|29.22\|28.00\|105017;2026-10-16\|27.98\|-2.00\|29.50\|29.50\|27.68\|94236;2026-10-19\|27.70\|-1.00\|27.65\|28.10\|26.44\|97484;2026-10-20\|28.62\|3.32\|27.62\|29.22\|27.13\|104646;2026-10-21\|28.64\|0.07\|28.82\|29.36\|28.50\|72917;2026-10-22\|27.51\|-3.95\|28.64\|28.94\|27.50\|75899;2026-10-23\|28.10\|2.14\|26.85\|28.35\|25.18\|125655;2026-10-26\|26.95\|-4.09\|27.85\|28.01\|26.82\|84711;2026-10-27\|25.55\|-5.19\|27.17\|27.68\|25.42\|92055;2026-10-28\|26.74\|4.66\|26.07\|26.97\|25.82\|114056;2026-10-29\|25.27\|-5.50\|26.76\|27.00\|25.26\|96695;2026-10-30\|23.86\|-5.58\|24.49\|25.72\|23.86\|105924;2026-11-02\|24.47\|2.56\|24.22\|24.77\|23.25\|153403;2026-11-03\|22.95\|-6.21\|24.28\|24.57\|22.76\|130847;2026-11-04\|24.70\|7.63\|23.33\|24.85\|22.02\|233251;2026-11-05\|25.38\|2.75\|24.31\|25.98\|24.10\|179262;2026-11-06\|24.38\|-3.94\|23.80\|24.96\|23.80\|131231;2026-11-09\|24.80\|1.72\|24.90\|25.46\|24.64\|97460;2026-11-10\|25.66\|3.47\|25.43\|25.88\|25.23\|96433;2026-11-11\|26.73\|4.17\|25.81\|26.85\|25.45\|132896
121995	两大MLCC龙头发出涨价函	半年报预增+MLCC离型膜+复合铜箔 1、据2026年7月15日公告，公司预计2026年上半年归母净利润为4000万元至5000万元，同比增长126.76%至133.45%，主要系行业供需格局改善、产品销售价格上涨及公司优化产品结构所致。 2、据2026年6月18日异常波动公告，公司MLCC离型膜项目仍在培植建设阶段，2025年营收占比约0.3%，未涉及AI算力应用领域；据2026年5月14日业绩说明会，2026年MLCC项目5亿平米将全面建成投产。 3、据2026年5月14日业绩说明会，公司复合铜箔项目已实现量产并获得多个订单，载体铜箔也已获得多个订单。	公司MLCC离型膜已切入国内头部客户并实现稳定供货，复合铜箔项目正常推进，受益国产替代	2026-07-02\|11.43\|-4.91\|11.60\|12.16\|11.30\|891270;2026-07-03\|11.04\|-3.41\|11.44\|11.48\|10.88\|818073;2026-07-06\|10.34\|-6.34\|11.12\|11.31\|10.30\|720752;2026-07-07\|11.37\|9.96\|10.40\|11.37\|10.25\|436256;2026-07-08\|10.35\|-8.97\|11.38\|11.39\|10.30\|988514;2026-07-09\|10.57\|2.13\|10.77\|10.89\|9.83\|909929;2026-07-10\|9.99\|-5.49\|10.60\|10.81\|9.98\|730002;2026-07-13\|9.17\|-8.21\|9.80\|9.93\|9.11\|662406;2026-07-14\|9.48\|3.38\|9.16\|9.59\|8.95\|582659;2026-07-15\|9.24\|-2.53\|9.66\|9.98\|9.22\|534205;2026-07-16\|8.80\|-4.76\|9.10\|9.26\|8.72\|525915;2026-07-17\|8.30\|-5.68\|8.81\|9.06\|8.24\|624779;2026-07-20\|7.53\|-9.28\|8.47\|8.50\|7.47\|673135;2026-07-21\|8.09\|7.44\|7.52\|8.09\|6.79\|832001;2026-07-22\|7.68\|-5.07\|7.94\|8.15\|7.59\|546150;2026-07-23\|7.86\|2.34\|7.74\|8.29\|7.73\|559083;2026-07-24\|7.55\|-3.94\|7.70\|7.83\|7.50\|379527;2026-07-27\|7.98\|5.70\|7.53\|7.99\|7.43\|486756;2026-07-28\|7.78\|-2.51\|8.01\|8.06\|7.74\|417621;2026-07-29\|7.87\|1.16\|7.70\|8.09\|7.59\|590899;2026-07-30\|8.66\|10.04\|7.90\|8.66\|7.90\|1282134;2026-07-31\|9.10\|5.08\|9.53\|9.53\|8.77\|1352290;2026-08-03\|8.70\|-4.40\|9.05\|9.20\|8.45\|1646818;2026-08-04\|8.95\|2.87\|8.66\|8.95\|8.34\|1369797;2026-08-05\|9.41\|5.14\|8.76\|9.50\|8.69\|1458503;2026-08-06\|9.21\|-2.13\|9.12\|9.42\|9.02\|1040042;2026-08-07\|9.37\|1.74\|9.15\|9.47\|8.93\|1049776;2026-08-10\|9.56\|2.03\|9.48\|9.80\|9.01\|1142380;2026-08-11\|10.52\|10.04\|9.41\|10.52\|9.41\|603677;2026-08-12\|11.10\|5.51\|11.00\|11.43\|10.52\|2156015;2026-08-13\|11.30\|1.80\|11.17\|11.75\|10.80\|1957883;2026-08-14\|10.87\|-3.81\|11.01\|11.15\|10.65\|1243207;2026-08-17\|11.18\|2.85\|10.73\|11.50\|10.65\|1243240;2026-08-18\|10.58\|-5.37\|11.05\|11.10\|10.56\|914000;2026-08-19\|9.77\|-7.66\|10.04\|10.50\|9.67\|838259;2026-08-20\|9.76\|-0.10\|10.07\|10.10\|9.67\|539710;2026-08-21\|10.03\|2.77\|9.78\|10.07\|9.51\|622220;2026-08-24\|9.82\|-2.09\|10.06\|10.08\|9.58\|507384;2026-08-25\|9.85\|0.31\|9.61\|9.90\|9.31\|517777;2026-08-26\|9.67\|-1.83\|9.80\|9.85\|9.59\|404171;2026-08-27\|9.97\|3.10\|9.70\|9.98\|9.64\|633783;2026-08-28\|9.87\|-1.00\|9.99\|10.25\|9.85\|694070;2026-08-31\|9.92\|0.51\|9.51\|9.95\|9.50\|417742;2026-09-01\|9.57\|-3.53\|9.92\|9.95\|9.51\|476251;2026-09-02\|9.30\|-2.82\|9.38\|9.48\|9.22\|390662;2026-09-03\|9.29\|-0.11\|9.47\|9.49\|9.17\|339765;2026-09-04\|8.87\|-4.52\|9.31\|9.39\|8.80\|492305;2026-09-07\|9.13\|2.93\|8.92\|9.13\|8.83\|350736;2026-09-08\|9.01\|-1.31\|9.06\|9.16\|8.96\|293187;2026-09-09\|8.98\|-0.33\|9.06\|9.17\|8.93\|291423;2026-09-10\|9.05\|0.78\|8.90\|9.19\|8.82\|348759;2026-09-11\|9.96\|10.06\|8.93\|9.96\|8.92\|1052735;2026-09-14\|10.96\|10.04\|10.72\|10.96\|10.66\|1014909;2026-09-15\|12.06\|10.04\|11.32\|12.06\|11.14\|1972857;2026-09-16\|12.17\|0.91\|12.06\|12.65\|12.01\|3047690;2026-09-17\|11.69\|-3.94\|11.74\|12.04\|11.64\|1756176;2026-09-18\|11.55\|-1.20\|11.58\|12.00\|11.45\|1341486;2026-09-21\|12.71\|10.04\|11.86\|12.71\|11.85\|1270722;2026-09-22\|11.90\|-6.37\|12.49\|12.49\|11.81\|2263182;2026-09-23\|11.72\|-1.51\|11.90\|12.19\|11.52\|1314300;2026-09-24\|11.20\|-4.44\|11.49\|11.83\|11.18\|1029412;2026-09-28\|10.46\|-6.61\|11.08\|11.11\|10.36\|898578;2026-09-29\|10.67\|2.01\|10.37\|10.75\|10.17\|781250;2026-09-30\|10.35\|-3.00\|10.69\|10.73\|10.30\|600896;2026-10-08\|10.49\|1.35\|10.81\|11.05\|10.38\|911961;2026-10-09\|10.10\|-3.72\|10.49\|10.49\|9.72\|824902;2026-10-12\|9.58\|-5.15\|10.00\|10.01\|9.55\|511416;2026-10-13\|9.75\|1.77\|9.27\|9.90\|9.07\|668795;2026-10-14\|10.29\|5.54\|9.76\|10.73\|9.72\|1694457;2026-10-15\|10.52\|2.24\|9.80\|10.80\|9.71\|1709527;2026-10-16\|10.03\|-4.66\|10.54\|10.65\|9.93\|1160804;2026-10-19\|10.48\|4.49\|9.75\|10.75\|9.50\|1285204;2026-10-20\|10.32\|-1.53\|10.34\|10.59\|10.15\|862928;2026-10-21\|10.20\|-1.16\|10.33\|10.53\|10.07\|764539;2026-10-22\|10.34\|1.37\|10.55\|11.18\|10.26\|1632281;2026-10-23\|10.01\|-3.19\|9.95\|10.66\|9.32\|1433517;2026-10-26\|9.11\|-8.99\|9.85\|9.93\|9.07\|1020262;2026-10-27\|8.78\|-3.62\|9.26\|9.44\|8.78\|689292;2026-10-28\|8.82\|0.46\|8.72\|8.95\|8.45\|771336;2026-10-29\|8.19\|-7.14\|8.70\|8.88\|8.19\|681365;2026-10-30\|7.97\|-2.69\|7.94\|8.44\|7.72\|644074;2026-11-02\|8.27\|3.76\|7.99\|8.39\|7.84\|663644;2026-11-03\|7.93\|-4.11\|8.15\|8.34\|7.88\|491030;2026-11-04\|8.36\|5.42\|7.94\|8.38\|7.72\|765246;2026-11-05\|8.49\|1.55\|8.21\|8.57\|8.18\|679555;2026-11-06\|8.16\|-3.89\|8.06\|8.30\|7.96\|442253;2026-11-09\|8.38\|2.70\|8.30\|8.50\|8.27\|456400;2026-11-10\|8.46\|0.95\|8.52\|8.57\|8.37\|372277;2026-11-11\|8.63\|2.01\|8.38\|8.64\|8.32\|461430
121994	两大MLCC龙头发出涨价函	可控核聚变+钽铌制品+半导体靶材行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	1、国内最大的钽、铌产品生产基地；AI服务器对钽电容需求的爆发式增长，25H2至今全球钽电容龙头Kemet已经宣布了三次涨价，公司电容器级钽粉全球市占率25%，电容器用钽丝全球市占率50%+，4月以来公司已针对下游钽电容客户涨价50%+，涨价已经逐渐传递至公司端； 2、公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220;2026-07-13\|58.76\|-9.63\|64.92\|65.01\|58.58\|306095;2026-07-14\|64.00\|8.92\|59.93\|64.14\|58.25\|310289;2026-07-15\|59.68\|-6.75\|65.14\|65.45\|59.21\|233515;2026-07-16\|55.77\|-6.55\|58.49\|60.13\|55.23\|192620;2026-07-17\|51.63\|-7.42\|55.77\|56.26\|51.45\|230279;2026-07-20\|47.80\|-7.42\|52.67\|55.00\|46.47\|293930;2026-07-21\|50.98\|6.65\|48.77\|51.60\|43.31\|324143;2026-07-22\|50.10\|-1.73\|50.50\|52.80\|49.60\|271397;2026-07-23\|51.25\|2.30\|51.00\|53.47\|49.85\|235729;2026-07-24\|48.38\|-5.60\|50.33\|50.60\|48.00\|157676;2026-07-27\|51.08\|5.58\|48.36\|51.18\|46.92\|184811;2026-07-28\|46.02\|-9.91\|49.80\|51.06\|45.97\|208534;2026-07-29\|45.31\|-1.54\|45.46\|46.70\|43.72\|237750;2026-07-30\|41.05\|-9.40\|44.91\|45.85\|40.78\|254032;2026-07-31\|43.88\|6.89\|44.00\|45.16\|43.38\|315814;2026-08-03\|42.67\|-2.76\|43.94\|44.50\|42.20\|253135;2026-08-04\|46.94\|10.01\|42.99\|46.94\|42.38\|203545;2026-08-05\|51.63\|9.99\|47.10\|51.63\|47.00\|247977;2026-08-06\|53.86\|4.32\|53.40\|55.70\|51.85\|511397;2026-08-07\|55.18\|2.45\|53.84\|55.40\|51.79\|475442;2026-08-10\|57.45\|4.11\|56.69\|58.48\|54.55\|503373;2026-08-11\|54.79\|-4.63\|56.00\|57.59\|54.05\|420976;2026-08-12\|55.00\|0.38\|55.00\|55.80\|53.63\|305402;2026-08-13\|52.96\|-3.71\|55.48\|55.90\|52.90\|283612;2026-08-14\|55.37\|4.55\|54.68\|56.39\|53.76\|356010;2026-08-17\|57.56\|3.96\|57.00\|57.80\|55.00\|356990;2026-08-18\|56.36\|-2.08\|58.36\|59.27\|55.68\|319725;2026-08-19\|50.95\|-9.60\|54.34\|54.71\|50.79\|311646;2026-08-20\|51.80\|1.67\|52.85\|53.45\|51.06\|232438;2026-08-21\|53.01\|2.34\|51.84\|53.19\|50.96\|194054;2026-08-24\|51.40\|-3.04\|53.86\|53.98\|49.90\|198309;2026-08-25\|51.99\|1.15\|50.01\|54.04\|50.01\|256824;2026-08-26\|52.32\|0.63\|52.00\|53.45\|51.44\|208438;2026-08-27\|57.55\|10.00\|52.32\|57.55\|52.15\|348510;2026-08-28\|57.72\|0.30\|59.80\|59.80\|57.20\|395124;2026-08-31\|56.79\|-1.61\|56.25\|57.19\|54.84\|250527;2026-09-01\|54.55\|-3.94\|57.18\|57.18\|54.30\|184875;2026-09-02\|53.52\|-1.89\|53.49\|54.50\|52.63\|127174;2026-09-03\|55.04\|2.84\|54.15\|55.50\|52.76\|218409;2026-09-04\|51.42\|-6.58\|55.30\|55.80\|51.00\|273628;2026-09-07\|53.70\|4.43\|51.70\|54.67\|50.88\|216623;2026-09-08\|53.24\|-0.86\|53.71\|54.98\|53.03\|134658;2026-09-09\|52.77\|-0.88\|53.63\|54.58\|52.13\|135924;2026-09-10\|51.14\|-3.09\|52.01\|52.47\|51.04\|121560;2026-09-11\|49.59\|-3.03\|49.62\|50.09\|47.57\|183760;2026-09-14\|54.55\|10.00\|49.01\|54.55\|48.11\|292282;2026-09-15\|57.20\|4.86\|55.26\|57.60\|54.94\|393976;2026-09-16\|59.27\|3.62\|57.22\|59.40\|56.00\|277174;2026-09-17\|57.95\|-2.23\|59.20\|59.95\|57.85\|221710;2026-09-18\|60.00\|3.54\|58.70\|61.10\|57.42\|265471;2026-09-21\|62.91\|4.85\|60.50\|63.20\|60.38\|256170;2026-09-22\|60.53\|-3.78\|63.00\|63.35\|60.27\|234753;2026-09-23\|61.04\|0.84\|60.94\|61.16\|59.00\|140247;2026-09-24\|58.52\|-4.13\|60.70\|61.04\|58.32\|136133;2026-09-28\|55.52\|-5.13\|58.50\|58.73\|54.60\|178060;2026-09-29\|55.45\|-0.13\|55.44\|56.05\|54.68\|103438;2026-09-30\|54.27\|-2.13\|55.67\|56.56\|54.05\|97320;2026-10-08\|55.11\|1.55\|54.85\|57.00\|54.40\|146109;2026-10-09\|52.55\|-4.65\|54.02\|54.60\|50.07\|227179;2026-10-12\|48.65\|-7.42\|53.19\|53.19\|48.51\|175363;2026-10-13\|48.80\|0.31\|46.70\|49.35\|46.05\|142303;2026-10-14\|47.32\|-3.03\|48.25\|49.61\|47.30\|96882;2026-10-15\|44.33\|-6.32\|45.57\|46.00\|43.60\|185670;2026-10-16\|44.31\|-0.05\|45.11\|45.50\|43.90\|111674;2026-10-19\|42.85\|-3.29\|44.01\|44.46\|41.60\|165355;2026-10-20\|42.95\|0.23\|42.59\|44.67\|42.21\|158812;2026-10-21\|42.45\|-1.16\|43.58\|43.94\|42.28\|121043;2026-10-22\|41.00\|-3.42\|42.88\|43.49\|40.85\|162495;2026-10-23\|41.09\|0.22\|39.75\|41.25\|37.91\|199964;2026-10-26\|40.70\|-0.95\|41.77\|42.86\|40.34\|182072;2026-10-27\|39.27\|-3.51\|41.25\|41.55\|39.20\|120113;2026-10-28\|40.33\|2.70\|39.64\|40.96\|39.27\|126993;2026-10-29\|38.70\|-4.04\|40.04\|40.65\|38.70\|109136;2026-10-30\|36.34\|-6.10\|37.54\|38.92\|36.30\|149391;2026-11-02\|36.90\|1.54\|36.80\|37.36\|36.00\|151184;2026-11-03\|35.23\|-4.53\|36.87\|37.47\|35.01\|149580;2026-11-04\|38.75\|9.99\|35.38\|38.75\|34.71\|197186;2026-11-05\|40.17\|3.66\|39.13\|41.50\|38.85\|266107;2026-11-06\|38.98\|-2.96\|38.33\|39.99\|38.01\|166079;2026-11-09\|38.80\|-0.46\|39.38\|40.15\|38.75\|142147;2026-11-10\|38.79\|-0.03\|39.60\|39.88\|38.64\|156752;2026-11-11\|39.91\|2.89\|38.47\|40.15\|37.81\|189304
121993	两大MLCC龙头发出涨价函	MLPC+AI服务器+铝电解电容+薄膜电容行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月22日投资者关系活动记录表，AI和数据中心是公司当前重点布局的战略方向，公司的焊针式、引线式铝电解电容器及叠层片式固态铝电解电容器MLPC均可应用于AI服务器领域，目前持续推动客户认证和导入工作，牛角电容已批量应用于数据中心。 2、据2026年4月30日年报及6月19日风险提示公告，公司核心主营业务为研发、生产和销售铝电解电容器、薄膜电容器等，是国内铝电解电容器龙头企业之一，具备从电极箔、电解液到成品的全产业链垂直整合能力。 3、据2026年4月30日年报及6月11日业绩说明会，公司已完成对艾华新动力电容苏州有限公司100%股权的收购，子公司金属化膜产线已投产，正将薄膜电容器打造为第二业务曲线，形成铝电解与薄膜电容双赛道协同。	国内铝电解电容器行业龙头；公司的产品是AI算力硬件供电与电能管理链条中的关键基础元件，可应用在AI基础设施的各个关键部位，如服务器电源及供电保障与能源系统等	2026-07-02\|47.63\|-5.96\|45.59\|50.84\|45.59\|194089;2026-07-03\|48.03\|0.84\|46.44\|51.31\|46.18\|177477;2026-07-06\|44.17\|-8.04\|47.07\|48.82\|43.97\|173231;2026-07-07\|42.52\|-3.74\|44.83\|44.87\|41.94\|117308;2026-07-08\|39.88\|-6.21\|43.05\|43.26\|39.78\|108834;2026-07-09\|41.50\|4.06\|41.79\|43.87\|39.02\|245970;2026-07-10\|38.30\|-7.71\|42.10\|42.51\|38.19\|243728;2026-07-13\|34.47\|-10.00\|37.03\|38.35\|34.47\|159609;2026-07-14\|37.92\|10.01\|35.09\|37.92\|33.96\|156100;2026-07-15\|34.96\|-7.81\|39.28\|40.00\|34.96\|170372;2026-07-16\|35.20\|0.69\|34.26\|38.46\|33.80\|255360;2026-07-17\|31.68\|-10.00\|34.92\|35.91\|31.68\|181194;2026-07-20\|28.51\|-10.01\|31.71\|31.88\|28.51\|150331;2026-07-21\|29.47\|3.37\|27.42\|29.70\|25.66\|298411;2026-07-22\|27.80\|-5.67\|28.50\|29.74\|27.43\|253603;2026-07-23\|28.11\|1.12\|28.69\|30.11\|27.61\|230857;2026-07-24\|26.24\|-6.65\|27.37\|27.93\|25.93\|207269;2026-07-27\|28.86\|9.98\|26.35\|28.86\|25.85\|252922;2026-07-28\|26.34\|-8.73\|27.39\|28.30\|25.97\|220383;2026-07-29\|26.01\|-1.25\|26.30\|28.50\|24.81\|237270;2026-07-30\|24.14\|-7.19\|25.70\|26.51\|23.47\|231215;2026-07-31\|24.36\|0.91\|26.00\|26.55\|24.31\|327114;2026-08-03\|23.57\|-3.24\|24.00\|24.45\|22.88\|257715;2026-08-04\|25.52\|8.27\|23.80\|25.91\|23.41\|250208;2026-08-05\|27.24\|6.74\|25.27\|28.07\|25.05\|278324;2026-08-06\|27.92\|2.50\|27.27\|28.33\|26.72\|298057;2026-08-07\|29.22\|4.66\|27.92\|29.56\|27.15\|354836;2026-08-10\|28.81\|-1.40\|29.30\|29.58\|27.68\|265774;2026-08-11\|29.12\|1.08\|28.55\|30.55\|28.20\|345094;2026-08-12\|29.52\|1.37\|29.10\|29.66\|28.00\|282309;2026-08-13\|29.99\|1.59\|30.00\|32.47\|29.75\|511592;2026-08-14\|32.99\|10.00\|30.65\|32.99\|30.44\|425878;2026-08-17\|32.12\|-2.64\|33.07\|33.81\|31.50\|635519;2026-08-18\|30.98\|-3.55\|31.66\|32.55\|30.41\|353207;2026-08-19\|27.88\|-10.01\|29.44\|30.48\|27.88\|273712;2026-08-20\|28.21\|1.18\|28.44\|28.99\|27.63\|257918;2026-08-21\|28.69\|1.70\|27.99\|28.88\|27.17\|202834;2026-08-24\|27.33\|-4.74\|28.49\|28.50\|26.50\|183712;2026-08-25\|27.41\|0.29\|26.82\|27.84\|25.98\|131824;2026-08-26\|27.14\|-0.98\|27.50\|27.62\|26.50\|111738;2026-08-27\|28.38\|4.57\|27.20\|28.65\|26.95\|160197;2026-08-28\|28.60\|0.78\|28.38\|30.17\|28.29\|220948;2026-08-31\|31.46\|10.00\|28.01\|31.46\|27.88\|408416;2026-09-01\|29.85\|-5.12\|32.31\|32.98\|29.85\|425234;2026-09-02\|29.12\|-2.45\|29.26\|29.98\|28.80\|239768;2026-09-03\|32.03\|9.99\|29.45\|32.03\|29.30\|466089;2026-09-04\|31.52\|-1.59\|32.18\|34.14\|31.13\|490274;2026-09-07\|32.80\|4.06\|32.08\|32.83\|31.00\|454895;2026-09-08\|34.29\|4.54\|32.80\|34.30\|31.70\|520151;2026-09-09\|33.65\|-1.87\|34.30\|34.38\|32.90\|393092;2026-09-10\|31.70\|-5.79\|32.77\|33.10\|31.60\|271469;2026-09-11\|33.03\|4.20\|30.09\|33.32\|30.09\|373802;2026-09-14\|34.62\|4.81\|32.05\|35.30\|30.60\|435684;2026-09-15\|36.31\|4.88\|34.29\|38.00\|33.83\|540240;2026-09-16\|35.48\|-2.29\|35.60\|36.30\|34.69\|382671;2026-09-17\|35.46\|-0.06\|35.23\|36.86\|35.11\|335083;2026-09-18\|34.78\|-1.92\|36.00\|36.01\|33.23\|286610;2026-09-21\|33.87\|-2.62\|34.70\|35.48\|33.36\|334630;2026-09-22\|34.15\|0.83\|34.40\|35.00\|33.57\|272528;2026-09-23\|33.27\|-2.58\|33.70\|34.07\|33.03\|196700;2026-09-24\|31.15\|-6.37\|32.77\|33.09\|31.06\|220029;2026-09-28\|28.04\|-9.98\|31.01\|31.01\|28.04\|185915;2026-09-29\|28.00\|-0.14\|27.53\|28.35\|27.21\|140292;2026-09-30\|27.01\|-3.54\|28.20\|28.29\|26.96\|146228;2026-10-08\|26.89\|-0.44\|27.09\|28.10\|26.52\|129449;2026-10-09\|26.37\|-1.93\|26.55\|26.65\|24.81\|159743;2026-10-12\|25.15\|-4.63\|26.21\|26.21\|25.09\|88237;2026-10-13\|25.65\|1.99\|24.39\|25.99\|24.00\|158271;2026-10-14\|24.77\|-3.43\|25.39\|26.16\|24.74\|126072;2026-10-15\|23.71\|-4.28\|23.88\|24.40\|23.62\|121773;2026-10-16\|23.25\|-1.94\|24.30\|24.36\|23.02\|101087;2026-10-19\|23.13\|-0.52\|23.02\|23.47\|22.21\|104849;2026-10-20\|23.97\|3.63\|23.10\|24.25\|22.93\|123796;2026-10-21\|23.89\|-0.33\|24.25\|24.50\|23.80\|90863;2026-10-22\|22.84\|-4.40\|24.13\|24.17\|22.74\|91190;2026-10-23\|23.06\|0.96\|22.19\|23.18\|20.94\|136234;2026-10-26\|21.91\|-4.99\|22.81\|22.81\|21.80\|99328;2026-10-27\|21.20\|-3.24\|22.29\|22.60\|21.11\|77032;2026-10-28\|21.78\|2.74\|21.62\|22.00\|21.16\|101173;2026-10-29\|20.73\|-4.82\|21.68\|21.74\|20.69\|92913;2026-10-30\|19.93\|-3.86\|20.03\|21.18\|19.76\|104198;2026-11-02\|21.92\|9.98\|21.00\|21.92\|21.00\|88132;2026-11-03\|22.16\|1.09\|22.00\|23.00\|21.60\|329486;2026-11-04\|24.33\|9.79\|22.38\|24.38\|21.41\|318468;2026-11-05\|23.73\|-2.47\|23.10\|24.39\|22.81\|301394;2026-11-06\|22.29\|-6.07\|22.22\|22.95\|22.20\|155306;2026-11-09\|22.98\|3.10\|22.61\|23.23\|22.39\|149604;2026-11-10\|23.18\|0.87\|23.44\|23.56\|22.90\|147303;2026-11-11\|24.13\|4.10\|22.96\|24.20\|22.96\|206843
121992	两大MLCC龙头发出涨价函	MLCC+AI算力+广东国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月1日公告，公司澄清近期媒体提及的“针对代理商0402、0603芯片电阻、MLCC全线暂停接单”信息不属实，为做好部分数字系统升级及产品结构调整，公司执行部分产品暂缓接单，截至公告日已恢复接单。 2、据2026年4月21日年报，公司是国内被动电子元件行业龙头，核心产品MLCC、片式电阻器均为“国家级制造业单项冠军产品”，致力于与AI算力、智能机器人等领域客户开展技术合作，提供电子元件整体配套解决方案。 3、据2026年5月29日互动易及4月21日公告，公司“祥和工业园高端电容基地项目”已于2025年底全面建设完成，2026年4月完成结项，后续将根据规划及市场需求合理规划产能。 4、据公司公告，公司最终控制人为广东省人民政府国有资产监督管理委员会，属于国有企业。	国内被动电子元件行业龙头；公司MLCC、合金电阻、大电流电感已批量导入国内头部AI服务器及机器人客户，AI算力订单充足	2026-07-02\|66.96\|-10.00\|69.82\|71.17\|66.96\|862331;2026-07-03\|63.23\|-5.57\|65.50\|68.68\|61.27\|906756;2026-07-06\|58.50\|-7.48\|64.99\|65.78\|58.30\|815528;2026-07-07\|61.26\|4.72\|57.79\|63.00\|56.01\|819714;2026-07-08\|60.70\|-0.91\|61.87\|63.08\|57.50\|745417;2026-07-09\|64.55\|6.34\|61.89\|65.00\|59.16\|938222;2026-07-10\|60.01\|-6.89\|64.70\|66.28\|60.00\|1044727;2026-07-13\|54.01\|-10.00\|56.00\|57.50\|54.01\|222910;2026-07-14\|59.41\|10.00\|52.12\|59.41\|50.23\|1330266;2026-07-15\|54.50\|-8.26\|59.41\|59.50\|53.47\|1091114;2026-07-16\|51.70\|-5.14\|52.91\|56.05\|50.67\|931637;2026-07-17\|46.53\|-10.00\|51.00\|52.30\|46.53\|894493;2026-07-20\|41.88\|-9.99\|46.53\|47.30\|41.88\|821560;2026-07-21\|44.32\|5.83\|41.00\|44.89\|37.69\|1752682;2026-07-22\|41.30\|-6.81\|43.55\|45.60\|40.88\|1347376;2026-07-23\|43.21\|4.62\|44.00\|45.43\|42.48\|1417766;2026-07-24\|40.22\|-6.92\|42.52\|43.34\|40.16\|1013166;2026-07-27\|44.24\|9.99\|40.94\|44.24\|40.01\|1282927;2026-07-28\|43.19\|-2.37\|43.11\|45.50\|42.40\|1617481;2026-07-29\|47.51\|10.00\|43.76\|47.51\|43.67\|1726328;2026-07-30\|50.50\|6.29\|48.67\|52.26\|46.38\|2673622;2026-07-31\|49.35\|-2.28\|55.55\|55.55\|48.39\|2557416;2026-08-03\|51.96\|5.29\|48.00\|53.18\|47.01\|1810211;2026-08-04\|54.33\|4.56\|50.02\|55.69\|48.08\|2003215;2026-08-05\|57.80\|6.39\|52.50\|59.76\|52.50\|2211488;2026-08-06\|58.28\|0.83\|56.01\|59.13\|54.80\|2145862;2026-08-07\|58.29\|0.02\|57.18\|61.79\|55.52\|2042832;2026-08-10\|61.70\|5.85\|57.77\|63.96\|54.33\|2152326;2026-08-11\|65.85\|6.73\|60.88\|67.87\|60.88\|2631304;2026-08-12\|66.51\|1.00\|63.86\|66.64\|62.60\|1810965;2026-08-13\|62.02\|-6.75\|67.52\|67.52\|61.55\|2045199;2026-08-14\|62.73\|1.14\|62.49\|63.70\|60.65\|1468425;2026-08-17\|63.44\|1.13\|62.03\|63.50\|60.92\|1504766;2026-08-18\|62.34\|-1.73\|63.00\|65.65\|62.00\|1486217;2026-08-19\|56.11\|-9.99\|59.50\|61.40\|56.11\|1474437;2026-08-20\|53.09\|-5.38\|56.50\|56.95\|52.32\|1866195;2026-08-21\|54.67\|2.98\|53.12\|55.12\|51.88\|1256613;2026-08-24\|51.91\|-5.05\|54.71\|55.00\|50.55\|1065957;2026-08-25\|51.33\|-1.12\|50.79\|52.59\|49.46\|838385;2026-08-26\|51.01\|-0.62\|51.55\|51.89\|50.00\|662807;2026-08-27\|54.11\|6.08\|52.02\|54.29\|51.20\|1272112;2026-08-28\|55.45\|2.48\|55.00\|57.36\|54.50\|1624626;2026-08-31\|55.88\|0.78\|53.50\|55.88\|52.22\|1279165;2026-09-01\|51.87\|-7.18\|55.59\|56.09\|51.87\|1085287;2026-09-02\|49.78\|-4.03\|50.04\|51.30\|48.87\|1136697;2026-09-03\|50.62\|1.69\|50.35\|51.70\|49.39\|944941;2026-09-04\|48.41\|-4.37\|51.01\|51.63\|47.97\|865651;2026-09-07\|50.45\|4.21\|48.90\|50.90\|48.20\|855939;2026-09-08\|49.83\|-1.23\|50.46\|51.09\|49.63\|730604;2026-09-09\|49.70\|-0.26\|50.50\|51.50\|49.36\|711749;2026-09-10\|50.90\|2.41\|49.00\|51.45\|48.58\|908824;2026-09-11\|55.99\|10.00\|51.50\|55.99\|51.09\|1860783;2026-09-14\|58.90\|5.20\|55.99\|60.50\|55.69\|2196933;2026-09-15\|57.51\|-2.36\|58.92\|60.00\|57.31\|1555281;2026-09-16\|58.58\|1.86\|57.54\|59.50\|57.20\|1406072;2026-09-17\|56.65\|-3.29\|57.66\|59.48\|56.60\|1273950;2026-09-18\|58.20\|2.74\|57.98\|58.84\|55.48\|1304150;2026-09-21\|59.25\|1.80\|60.77\|61.75\|58.44\|1611339;2026-09-22\|57.75\|-2.53\|59.52\|60.15\|57.49\|1237844;2026-09-23\|58.74\|1.71\|58.43\|58.98\|57.13\|927644;2026-09-24\|56.02\|-4.63\|57.90\|59.68\|56.00\|803022;2026-09-28\|50.42\|-10.00\|55.43\|55.51\|50.42\|924986;2026-09-29\|51.21\|1.57\|49.98\|51.60\|49.72\|621904;2026-09-30\|49.61\|-3.12\|51.52\|51.69\|49.54\|534297;2026-10-08\|50.40\|1.59\|50.50\|52.65\|49.90\|875214;2026-10-09\|47.17\|-6.41\|49.03\|49.42\|45.36\|1144287;2026-10-12\|43.76\|-7.23\|46.44\|46.60\|43.75\|745443;2026-10-13\|43.28\|-1.10\|40.85\|43.94\|40.08\|960310;2026-10-14\|43.05\|-0.53\|43.20\|45.32\|42.92\|791380;2026-10-15\|42.16\|-2.07\|41.04\|43.29\|40.80\|727005;2026-10-16\|40.76\|-3.32\|42.83\|42.98\|40.30\|636114;2026-10-19\|40.13\|-1.55\|40.32\|40.70\|38.21\|631345;2026-10-20\|40.46\|0.82\|40.60\|41.21\|39.60\|544659;2026-10-21\|41.02\|1.38\|40.90\|41.98\|40.52\|571238;2026-10-22\|39.58\|-3.51\|41.15\|41.96\|39.41\|736999;2026-10-23\|40.15\|1.44\|38.58\|40.16\|36.60\|873338;2026-10-26\|37.33\|-7.02\|39.68\|39.88\|37.18\|737954;2026-10-27\|35.92\|-3.78\|37.95\|38.58\|35.92\|603537;2026-10-28\|36.90\|2.73\|36.63\|37.20\|35.94\|685497;2026-10-29\|34.77\|-5.77\|36.48\|37.38\|34.75\|641600;2026-10-30\|32.26\|-7.22\|33.01\|34.44\|31.85\|783186;2026-11-02\|32.80\|1.67\|32.60\|33.38\|31.70\|711848;2026-11-03\|30.21\|-7.90\|32.15\|32.66\|30.14\|723301;2026-11-04\|33.10\|9.57\|30.24\|33.23\|29.42\|1036640;2026-11-05\|33.12\|0.06\|31.80\|34.16\|31.66\|915721;2026-11-06\|31.49\|-4.92\|31.00\|32.10\|30.31\|701645;2026-11-09\|31.78\|0.92\|32.12\|32.60\|31.73\|533376;2026-11-10\|32.20\|1.32\|32.50\|33.00\|32.07\|520997;2026-11-11\|33.74\|4.78\|32.50\|33.91\|32.11\|755951
121991	两大MLCC龙头发出涨价函	涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552;2026-07-13\|53.51\|-9.99\|57.97\|60.38\|53.51\|285843;2026-07-14\|56.01\|4.67\|52.88\|56.35\|50.70\|415520;2026-07-15\|55.28\|-1.30\|57.79\|58.64\|54.23\|251647;2026-07-16\|50.96\|-7.81\|55.04\|55.04\|50.00\|228231;2026-07-17\|47.23\|-7.32\|51.64\|51.80\|46.25\|248249;2026-07-20\|42.51\|-9.99\|48.59\|48.84\|42.51\|205032;2026-07-21\|46.76\|10.00\|43.36\|46.76\|38.30\|335819;2026-07-22\|43.99\|-5.92\|46.60\|48.38\|43.88\|272972;2026-07-23\|44.83\|1.91\|44.70\|48.39\|43.90\|326158;2026-07-24\|42.02\|-6.27\|44.27\|44.35\|41.60\|246677;2026-07-27\|45.10\|7.33\|42.86\|45.45\|41.35\|274286;2026-07-28\|40.67\|-9.82\|43.62\|43.95\|40.59\|227807;2026-07-29\|42.20\|3.76\|40.67\|43.19\|40.57\|311601;2026-07-30\|40.12\|-4.93\|42.98\|44.20\|39.13\|457846;2026-07-31\|40.62\|1.25\|44.13\|44.13\|40.50\|566112;2026-08-03\|41.84\|3.00\|40.00\|43.29\|40.00\|402125;2026-08-04\|44.64\|6.69\|41.92\|45.34\|40.20\|330480;2026-08-05\|48.25\|8.09\|43.40\|49.10\|43.40\|430756;2026-08-06\|48.78\|1.10\|47.23\|50.04\|46.16\|394852;2026-08-07\|50.25\|3.01\|48.78\|50.80\|46.88\|344669;2026-08-10\|51.54\|2.57\|50.50\|52.42\|47.61\|332154;2026-08-11\|50.50\|-2.02\|49.51\|54.80\|49.51\|384864;2026-08-12\|49.42\|-2.14\|50.46\|51.00\|48.30\|294954;2026-08-13\|50.65\|2.49\|50.00\|54.36\|50.00\|450815;2026-08-14\|51.69\|2.05\|51.00\|52.48\|49.88\|318419;2026-08-17\|52.37\|1.32\|51.22\|52.41\|50.31\|292678;2026-08-18\|53.03\|1.26\|52.00\|53.31\|51.51\|275298;2026-08-19\|47.73\|-9.99\|50.23\|50.75\|47.73\|253490;2026-08-20\|46.00\|-3.62\|47.72\|48.63\|45.66\|234762;2026-08-21\|48.88\|6.26\|46.00\|48.96\|45.69\|232058;2026-08-24\|46.73\|-4.40\|48.01\|49.10\|45.34\|199098;2026-08-25\|45.55\|-2.53\|46.57\|46.63\|44.01\|155114;2026-08-26\|45.41\|-0.31\|45.78\|46.09\|44.51\|107054;2026-08-27\|47.96\|5.62\|46.03\|48.30\|45.30\|162759;2026-08-28\|47.12\|-1.75\|48.39\|49.30\|47.06\|173111;2026-08-31\|47.00\|-0.25\|45.61\|47.10\|45.41\|171439;2026-09-01\|46.11\|-1.89\|47.31\|47.86\|45.58\|149869;2026-09-02\|45.19\|-2.00\|45.77\|46.55\|44.96\|123220;2026-09-03\|45.78\|1.31\|45.56\|47.18\|45.39\|146435;2026-09-04\|43.59\|-4.78\|46.00\|46.79\|43.24\|148947;2026-09-07\|45.44\|4.24\|43.91\|45.94\|43.80\|180446;2026-09-08\|45.77\|0.73\|45.44\|47.74\|44.95\|178374;2026-09-09\|45.93\|0.35\|45.88\|47.10\|45.54\|153794;2026-09-10\|46.87\|2.05\|45.25\|47.67\|45.08\|172982;2026-09-11\|49.70\|6.04\|46.20\|49.85\|45.80\|418959;2026-09-14\|49.60\|-0.20\|48.49\|51.55\|48.49\|403304;2026-09-15\|49.23\|-0.75\|49.26\|51.28\|49.00\|284696;2026-09-16\|51.02\|3.64\|49.30\|51.80\|49.12\|311050;2026-09-17\|50.00\|-2.00\|50.79\|51.68\|49.55\|241761;2026-09-18\|50.30\|0.60\|50.70\|51.24\|49.52\|238414;2026-09-21\|50.93\|1.25\|52.01\|53.32\|50.32\|267446;2026-09-22\|49.51\|-2.79\|51.50\|51.75\|49.18\|235718;2026-09-23\|49.98\|0.95\|49.68\|51.25\|49.31\|161449;2026-09-24\|48.05\|-3.86\|49.70\|50.60\|48.00\|143235;2026-09-28\|43.45\|-9.57\|47.90\|47.91\|43.25\|244168;2026-09-29\|43.76\|0.71\|42.90\|44.09\|42.75\|132193;2026-09-30\|42.72\|-2.38\|43.91\|44.17\|42.57\|95909;2026-10-08\|42.17\|-1.29\|43.30\|44.88\|41.68\|137425;2026-10-09\|39.70\|-5.86\|41.59\|41.77\|38.20\|208041;2026-10-12\|37.30\|-6.05\|39.51\|39.93\|37.08\|169851;2026-10-13\|37.72\|1.48\|36.25\|38.22\|35.06\|174779;2026-10-14\|36.99\|-1.94\|37.70\|38.36\|36.85\|119534;2026-10-15\|35.33\|-4.49\|35.63\|36.10\|35.07\|140302;2026-10-16\|35.09\|-0.68\|35.90\|36.50\|34.70\|132288;2026-10-19\|34.83\|-0.74\|34.80\|35.26\|33.65\|116859;2026-10-20\|35.10\|0.78\|34.72\|35.88\|34.29\|127687;2026-10-21\|35.18\|0.23\|35.48\|36.08\|35.02\|119680;2026-10-22\|33.83\|-3.84\|35.32\|35.47\|33.73\|115171;2026-10-23\|34.38\|1.63\|32.99\|34.64\|31.47\|166438;2026-10-26\|33.00\|-4.01\|33.98\|34.25\|32.75\|107437;2026-10-27\|31.53\|-4.45\|33.50\|33.88\|31.48\|98791;2026-10-28\|31.82\|0.92\|32.00\|32.21\|30.50\|196843;2026-10-29\|30.87\|-2.99\|31.76\|31.94\|30.78\|141641;2026-10-30\|29.59\|-4.15\|29.55\|31.27\|29.37\|132126;2026-11-02\|30.01\|1.42\|29.71\|30.35\|29.18\|147742;2026-11-03\|29.00\|-3.37\|29.60\|30.54\|28.79\|149870;2026-11-04\|31.16\|7.45\|29.20\|31.38\|28.70\|185170;2026-11-05\|31.44\|0.90\|30.60\|32.37\|30.58\|154795;2026-11-06\|30.39\|-3.34\|30.00\|30.86\|29.71\|121449;2026-11-09\|30.97\|1.91\|30.92\|31.64\|30.69\|124932;2026-11-10\|31.16\|0.61\|31.80\|31.88\|31.08\|93399;2026-11-11\|32.04\|2.82\|31.09\|32.18\|30.88\|118354
121990	两大MLCC龙头发出涨价函	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。	公司为国内晶振龙头，消息称公司对全系列晶振产品实施价格调整，各品类产品调涨区间为10%-30%	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;2026-07-20\|30.62\|-9.99\|35.26\|35.50\|30.62\|362114;2026-07-21\|33.21\|8.46\|31.08\|33.27\|27.56\|481747;2026-07-22\|32.10\|-3.34\|32.96\|34.04\|31.61\|374835;2026-07-23\|32.36\|0.81\|32.53\|34.67\|31.91\|323569;2026-07-24\|31.30\|-3.28\|31.58\|32.87\|30.89\|242412;2026-07-27\|32.80\|4.79\|31.83\|32.80\|30.28\|261837;2026-07-28\|30.66\|-6.52\|31.60\|33.46\|30.20\|291166;2026-07-29\|29.49\|-3.82\|30.66\|30.90\|28.19\|345281;2026-07-30\|27.20\|-7.77\|29.33\|29.81\|26.63\|329796;2026-07-31\|29.92\|10.00\|29.91\|29.92\|29.39\|298176;2026-08-03\|28.92\|-3.34\|30.13\|30.98\|28.65\|415307;2026-08-04\|31.81\|9.99\|29.50\|31.81\|29.21\|284122;2026-08-05\|33.15\|4.21\|31.02\|33.56\|30.94\|487280;2026-08-06\|36.47\|10.02\|33.80\|36.47\|33.80\|611285;2026-08-07\|36.63\|0.44\|36.47\|38.00\|34.94\|857890;2026-08-10\|36.24\|-1.06\|36.50\|37.48\|34.90\|528455;2026-08-11\|36.74\|1.38\|35.70\|37.74\|35.00\|492899;2026-08-12\|37.44\|1.91\|36.90\|37.98\|36.14\|416233;2026-08-13\|36.13\|-3.50\|37.90\|38.30\|36.13\|451328;2026-08-14\|38.30\|6.01\|36.83\|38.30\|36.18\|402046;2026-08-17\|40.69\|6.24\|38.00\|41.66\|37.02\|751302;2026-08-18\|39.89\|-1.97\|40.36\|41.87\|39.03\|555166;2026-08-19\|35.90\|-10.00\|37.49\|38.47\|35.90\|403050;2026-08-20\|36.33\|1.20\|35.51\|36.39\|34.05\|428751;2026-08-21\|37.57\|3.41\|35.90\|38.28\|35.90\|386449;2026-08-24\|35.93\|-4.37\|38.09\|38.13\|34.77\|316158;2026-08-25\|37.70\|4.93\|34.78\|38.21\|34.54\|388516;2026-08-26\|38.81\|2.94\|38.51\|39.44\|37.21\|453867;2026-08-27\|42.09\|8.45\|39.44\|42.69\|38.70\|668264;2026-08-28\|40.22\|-4.44\|41.97\|42.52\|40.16\|498174;2026-08-31\|39.39\|-2.06\|39.35\|39.98\|38.57\|349953;2026-09-01\|37.43\|-4.98\|39.39\|39.66\|37.19\|272004;2026-09-02\|36.13\|-3.47\|36.23\|37.10\|36.06\|187701;2026-09-03\|36.24\|0.30\|36.70\|36.94\|35.70\|239733;2026-09-04\|34.30\|-5.35\|36.68\|37.00\|33.88\|287599;2026-09-07\|36.20\|5.54\|34.86\|36.28\|34.66\|239047;2026-09-08\|35.46\|-2.04\|36.17\|36.91\|35.20\|215805;2026-09-09\|35.79\|0.93\|36.00\|37.14\|35.56\|292730;2026-09-10\|35.49\|-0.84\|35.21\|36.35\|34.91\|176229;2026-09-11\|35.06\|-1.21\|34.73\|36.16\|33.69\|263209;2026-09-14\|35.23\|0.48\|34.52\|35.90\|33.41\|211300;2026-09-15\|35.78\|1.56\|34.95\|36.57\|34.95\|241800;2026-09-16\|37.30\|4.25\|35.80\|37.53\|35.40\|301532;2026-09-17\|36.63\|-1.80\|36.90\|37.77\|36.49\|238930;2026-09-18\|37.89\|3.44\|37.67\|38.50\|36.94\|298307;2026-09-21\|38.57\|1.79\|38.20\|39.19\|37.73\|245858;2026-09-22\|37.86\|-1.84\|39.15\|39.25\|37.57\|250649;2026-09-23\|38.23\|0.98\|37.97\|38.72\|37.61\|192728;2026-09-24\|37.80\|-1.12\|38.00\|39.39\|37.60\|288801;2026-09-28\|34.02\|-10.00\|37.60\|37.65\|34.02\|265216;2026-09-29\|33.83\|-0.56\|32.98\|34.26\|32.97\|197816;2026-09-30\|32.73\|-3.25\|34.35\|34.38\|32.66\|175925;2026-10-08\|31.15\|-4.83\|32.73\|33.09\|30.70\|215699;2026-10-09\|29.89\|-4.04\|31.18\|31.18\|28.07\|274581;2026-10-12\|28.97\|-3.08\|29.77\|29.88\|28.76\|136084;2026-10-13\|29.31\|1.17\|27.67\|29.79\|27.10\|192055;2026-10-14\|28.36\|-3.24\|29.17\|29.76\|28.31\|132065;2026-10-15\|26.88\|-5.22\|27.00\|27.65\|26.69\|158055;2026-10-16\|26.40\|-1.79\|27.54\|27.88\|26.07\|153899;2026-10-19\|26.31\|-0.34\|26.17\|26.71\|25.06\|149800;2026-10-20\|28.23\|7.30\|26.25\|28.94\|26.04\|450375;2026-10-21\|28.51\|0.99\|28.65\|28.92\|27.78\|324772;2026-10-22\|26.77\|-6.10\|28.55\|28.55\|26.77\|229691;2026-10-23\|27.34\|2.13\|26.25\|27.45\|24.28\|258524;2026-10-26\|25.90\|-5.27\|27.01\|27.08\|25.77\|157624;2026-10-27\|24.87\|-3.98\|26.65\|26.74\|24.85\|152368;2026-10-28\|25.81\|3.78\|25.27\|26.12\|24.88\|167382;2026-10-29\|24.45\|-5.27\|25.76\|25.79\|24.34\|147553;2026-10-30\|23.95\|-2.04\|23.68\|25.80\|23.45\|251160;2026-11-02\|25.04\|4.55\|24.63\|25.49\|23.94\|256003;2026-11-03\|23.33\|-6.83\|24.72\|24.98\|23.18\|246887;2026-11-04\|24.95\|6.94\|23.49\|25.11\|22.40\|321054;2026-11-05\|25.50\|2.20\|24.08\|26.20\|24.01\|274567;2026-11-06\|24.21\|-5.06\|23.80\|24.70\|23.50\|190636;2026-11-09\|24.65\|1.82\|24.62\|25.36\|24.52\|162978;2026-11-10\|25.57\|3.73\|25.48\|26.00\|25.18\|139450;2026-11-11\|26.56\|3.87\|25.62\|26.61\|25.44\|181398
121989	两大MLCC龙头发出涨价函	AI服务器电极箔+储能电极箔+业绩高增+高分红行业原因：世纪证券表示，氦气受中东局势影响，全球供应担忧情绪难以短期内缓解，目前上游出现惜售现象，下游寻货积极，预计短线中国氦气市场价格仍将持续上涨。公司原因： 1、据2026年4月18日披露的一季报，公司2026Q1营收6.33亿元、同比增长24.98%，归母净利润3965.43万元、同比增长74.74%，主因高端产品放量及新基地产能释放。 2、据2025年年度报告，公司车载电子、AI服务器用电极箔已通过客户认证，2025年底新产能将重点面向AI服务器、新能源汽车等新兴需求。 3、据2026年4月18日公告，公司拟每10股派息6元，分红总额1.45亿元，占2025年度归属于公司股东净利润的比例为70.37%，延续高比例现金分红。	公司已切入AI服务器/数据中心用铝电解电容器市场，800V DC高压架构带动AI电极箔需求增长，公司主营产品电极箔是铝电解电容器的核心原材料	2026-07-02\|107.97\|-8.65\|111.94\|115.85\|107.00\|65905;2026-07-03\|107.00\|-0.90\|109.00\|115.50\|107.00\|54229;2026-07-06\|102.63\|-4.08\|109.00\|109.98\|101.77\|55123;2026-07-07\|99.26\|-3.28\|102.98\|104.35\|98.00\|43726;2026-07-08\|96.25\|-3.03\|102.00\|104.00\|94.57\|41661;2026-07-09\|100.65\|4.57\|100.10\|105.88\|95.01\|92061;2026-07-10\|94.83\|-5.78\|100.38\|105.88\|94.73\|78463;2026-07-13\|85.35\|-10.00\|93.45\|95.04\|85.35\|77803;2026-07-14\|90.66\|6.22\|85.56\|91.91\|83.68\|84577;2026-07-15\|90.07\|-0.65\|92.47\|97.89\|89.00\|67302;2026-07-16\|81.06\|-10.00\|81.95\|89.97\|81.06\|72993;2026-07-17\|72.95\|-10.00\|78.51\|80.40\|72.95\|79423;2026-07-20\|65.66\|-9.99\|71.86\|73.44\|65.66\|92220;2026-07-21\|69.90\|6.46\|66.97\|69.99\|59.09\|134173;2026-07-22\|65.01\|-7.00\|67.67\|70.88\|64.19\|90497;2026-07-23\|68.16\|4.85\|68.30\|71.51\|65.50\|130554;2026-07-24\|67.17\|-1.45\|68.55\|69.78\|65.50\|92100;2026-07-27\|73.89\|10.00\|67.33\|73.89\|67.12\|105156;2026-07-28\|67.81\|-8.23\|72.58\|75.00\|67.00\|117923;2026-07-29\|69.91\|3.10\|68.00\|72.56\|65.54\|126134;2026-07-30\|62.95\|-9.96\|68.85\|70.88\|62.92\|115410;2026-07-31\|69.25\|10.01\|68.62\|69.25\|66.96\|33871;2026-08-03\|64.12\|-7.41\|67.87\|68.89\|63.50\|90239;2026-08-04\|70.53\|10.00\|65.00\|70.53\|63.29\|69978;2026-08-05\|77.58\|10.00\|72.00\|77.58\|71.20\|76699;2026-08-06\|79.93\|3.03\|77.58\|81.18\|76.17\|128452;2026-08-07\|79.82\|-0.14\|79.93\|82.35\|77.00\|99803;2026-08-10\|78.20\|-2.03\|80.49\|80.99\|74.20\|83447;2026-08-11\|75.11\|-3.95\|76.01\|79.80\|74.99\|81335;2026-08-12\|74.80\|-0.41\|75.49\|77.00\|73.50\|86021;2026-08-13\|77.68\|3.85\|75.98\|82.28\|75.36\|131632;2026-08-14\|85.45\|10.00\|78.88\|85.45\|78.46\|166733;2026-08-17\|85.26\|-0.22\|81.00\|85.48\|81.00\|156866;2026-08-18\|85.44\|0.21\|85.01\|87.10\|82.38\|109137;2026-08-19\|76.90\|-10.00\|81.97\|83.60\|76.90\|99991;2026-08-20\|77.36\|0.60\|79.10\|81.00\|74.80\|96033;2026-08-21\|78.37\|1.31\|76.58\|79.80\|74.86\|65629;2026-08-24\|75.13\|-4.13\|77.77\|77.93\|72.53\|69407;2026-08-25\|76.20\|1.42\|72.42\|77.06\|71.31\|58235;2026-08-26\|74.18\|-2.65\|76.43\|76.54\|73.50\|43720;2026-08-27\|77.77\|4.84\|74.99\|78.58\|74.21\|63440;2026-08-28\|75.29\|-3.19\|77.07\|79.50\|75.22\|48461;2026-08-31\|75.95\|0.88\|74.79\|76.80\|72.20\|66037;2026-09-01\|78.40\|3.23\|83.55\|83.55\|78.00\|153204;2026-09-02\|77.47\|-1.19\|77.00\|80.00\|71.77\|136247;2026-09-03\|80.00\|3.27\|78.33\|85.14\|77.95\|149194;2026-09-04\|77.68\|-2.90\|80.00\|85.66\|76.80\|113716;2026-09-07\|81.94\|5.48\|77.69\|84.48\|77.30\|106858;2026-09-08\|78.05\|-4.75\|81.98\|84.48\|77.50\|106772;2026-09-09\|83.51\|7.00\|77.23\|85.86\|77.01\|172643;2026-09-10\|86.23\|3.26\|83.85\|90.88\|80.89\|146638;2026-09-11\|88.25\|2.34\|84.01\|90.60\|79.21\|131082;2026-09-14\|87.79\|-0.52\|85.90\|88.80\|83.50\|89146;2026-09-15\|92.90\|5.82\|86.50\|92.90\|86.50\|114828;2026-09-16\|91.66\|-1.33\|93.49\|95.49\|89.70\|103221;2026-09-17\|95.41\|4.09\|89.56\|98.08\|89.48\|120757;2026-09-18\|93.68\|-1.81\|95.00\|99.00\|93.00\|113184;2026-09-21\|89.58\|-4.38\|93.50\|93.63\|88.98\|97590;2026-09-22\|84.17\|-6.04\|89.00\|89.00\|82.25\|135409;2026-09-23\|77.10\|-8.40\|84.17\|84.17\|76.10\|143020;2026-09-24\|79.40\|2.98\|75.59\|79.98\|74.73\|120473;2026-09-28\|71.46\|-10.00\|77.79\|77.79\|71.46\|78726;2026-09-29\|71.23\|-0.32\|70.44\|72.36\|69.66\|53944;2026-09-30\|70.06\|-1.64\|72.28\|75.08\|69.50\|64439;2026-10-08\|66.30\|-5.37\|69.24\|70.62\|65.50\|75639;2026-10-09\|64.11\|-3.30\|65.02\|65.33\|60.83\|83700;2026-10-12\|60.20\|-6.10\|63.77\|63.80\|60.18\|55404;2026-10-13\|61.98\|2.96\|58.00\|63.49\|57.61\|72797;2026-10-14\|60.09\|-3.05\|61.63\|63.11\|60.09\|44518;2026-10-15\|56.80\|-5.48\|58.01\|58.86\|56.32\|63417;2026-10-16\|56.46\|-0.60\|58.02\|58.82\|55.96\|55618;2026-10-19\|55.04\|-2.52\|56.26\|56.27\|52.86\|71047;2026-10-20\|55.59\|1.00\|55.18\|56.97\|54.01\|60171;2026-10-21\|55.20\|-0.70\|56.59\|57.40\|54.90\|46365;2026-10-22\|51.84\|-6.09\|55.47\|55.67\|51.73\|43196;2026-10-23\|51.45\|-0.75\|51.00\|51.88\|47.00\|87250;2026-10-26\|48.97\|-4.82\|50.90\|51.53\|48.58\|73520;2026-10-27\|46.30\|-5.45\|49.89\|50.46\|46.25\|68214;2026-10-28\|46.79\|1.06\|46.95\|48.18\|46.21\|71405;2026-10-29\|45.10\|-3.61\|46.94\|49.90\|45.10\|100504;2026-10-30\|44.25\|-1.88\|44.14\|46.65\|41.67\|90247;2026-11-02\|43.95\|-0.68\|44.82\|45.08\|42.44\|85500;2026-11-03\|40.95\|-6.83\|43.34\|43.90\|40.57\|70062;2026-11-04\|45.05\|10.01\|41.61\|45.05\|40.32\|88262;2026-11-05\|45.66\|1.35\|44.70\|47.36\|43.88\|105918;2026-11-06\|44.14\|-3.33\|43.66\|45.34\|42.37\|70170;2026-11-09\|44.08\|-0.14\|44.89\|45.20\|43.72\|46793;2026-11-10\|45.83\|3.97\|45.32\|46.79\|45.01\|64871;2026-11-11\|47.60\|3.86\|45.83\|47.98\|45.35\|56409
121988	美股存储板块大涨；长鑫科技总市值突破4万亿	存储芯片+市政园林+文体旅行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2025年年度报告，公司参股杭州华澜微电子股份有限公司6.4969%股份，华澜微系存储芯片设计公司，产品覆盖固态存储主控芯片及存储模组。 2、据2025年年度报告，公司主营市政园林建设，并大力聚焦和发展文体旅产业，推动传统业务模式向设计施工运营一体化升级。 3、据2026年7月18日公告，公司控股股东及员工持股平台协议转让股份已于近日完成过户，受让方承诺12至18个月内不减持。	1、公司拟以约1.12亿元收购杭州华澜微电子6.4969%股权，切入固态存储主控芯片及模组赛道； 2、公司参股云针科技15%股权，公司实际控制人吴光洪持有云针科技40%股权，云针科技业务包括自主操作系统、服务器、云计算服务平台等	2026-07-02\|21.74\|-4.86\|22.55\|23.58\|21.66\|58694;2026-07-03\|21.88\|0.64\|21.98\|22.37\|21.56\|41380;2026-07-06\|22.12\|1.10\|22.07\|22.56\|21.01\|57405;2026-07-07\|21.55\|-2.58\|21.90\|22.20\|21.12\|36894;2026-07-08\|21.33\|-1.02\|21.90\|23.18\|21.05\|53087;2026-07-09\|21.27\|-0.28\|21.22\|22.00\|20.56\|47348;2026-07-10\|22.59\|6.21\|21.20\|22.97\|21.14\|67331;2026-07-13\|22.82\|1.02\|22.21\|24.79\|22.21\|106905;2026-07-14\|22.15\|-2.94\|21.84\|23.51\|20.80\|78606;2026-07-15\|21.32\|-3.75\|22.12\|22.20\|21.22\|38884;2026-07-16\|20.55\|-3.61\|21.00\|21.41\|20.46\|35815;2026-07-17\|18.80\|-8.52\|20.90\|20.90\|18.58\|50944;2026-07-20\|17.51\|-6.86\|19.27\|20.18\|17.26\|60706;2026-07-21\|18.85\|7.65\|17.50\|18.85\|15.78\|73481;2026-07-22\|18.51\|-1.80\|19.11\|19.46\|18.32\|36549;2026-07-23\|18.77\|1.40\|18.50\|19.08\|18.28\|26899;2026-07-24\|18.90\|0.69\|18.56\|19.47\|18.37\|36707;2026-07-27\|19.74\|4.44\|18.70\|19.93\|18.56\|35385;2026-07-28\|19.63\|-0.56\|19.50\|20.44\|19.35\|37458;2026-07-29\|18.58\|-5.35\|19.29\|19.62\|17.92\|46547;2026-07-30\|17.30\|-6.89\|18.41\|18.75\|17.29\|32782;2026-07-31\|18.67\|7.92\|18.44\|19.03\|18.00\|55339;2026-08-03\|19.16\|2.62\|18.49\|19.89\|18.48\|45318;2026-08-04\|21.08\|10.02\|19.24\|21.08\|18.88\|37673;2026-08-05\|21.21\|0.62\|21.68\|21.89\|20.81\|56651;2026-08-06\|21.15\|-0.28\|21.10\|21.35\|20.72\|28459;2026-08-07\|21.66\|2.41\|20.93\|21.80\|20.49\|36811;2026-08-10\|21.34\|-1.48\|21.74\|22.06\|21.08\|32829;2026-08-11\|21.42\|0.37\|21.23\|21.67\|20.68\|31392;2026-08-12\|21.57\|0.70\|21.61\|21.90\|21.30\|29329;2026-08-13\|21.75\|0.83\|21.90\|23.46\|21.66\|55529;2026-08-14\|21.42\|-1.52\|22.00\|22.07\|21.00\|30682;2026-08-17\|22.12\|3.27\|21.43\|22.28\|21.08\|28157;2026-08-18\|22.23\|0.50\|22.12\|22.48\|21.80\|23235;2026-08-19\|20.47\|-7.92\|21.80\|22.00\|20.34\|31861;2026-08-20\|20.70\|1.12\|20.67\|20.90\|20.39\|17703;2026-08-21\|20.59\|-0.53\|20.90\|20.98\|20.12\|19201;2026-08-24\|20.77\|0.87\|20.58\|20.91\|20.08\|28544;2026-08-25\|22.85\|10.01\|21.28\|22.85\|20.80\|36822;2026-08-26\|22.51\|-1.49\|25.14\|25.14\|22.39\|125850;2026-08-27\|23.31\|3.55\|22.44\|23.36\|22.08\|89810;2026-08-28\|23.43\|0.51\|23.28\|24.00\|23.00\|61099;2026-08-31\|24.55\|4.78\|22.90\|24.78\|22.90\|56240;2026-09-01\|24.62\|0.29\|24.78\|25.50\|24.43\|40707;2026-09-02\|25.01\|1.58\|24.38\|25.55\|24.15\|44242;2026-09-03\|24.83\|-0.72\|24.97\|25.45\|24.72\|28901;2026-09-04\|24.76\|-0.28\|24.78\|25.65\|24.49\|38606;2026-09-07\|25.43\|2.71\|24.95\|25.49\|24.95\|24723;2026-09-08\|25.20\|-0.90\|25.44\|25.64\|25.03\|22642;2026-09-09\|24.75\|-1.79\|25.40\|25.58\|24.35\|25656;2026-09-10\|24.17\|-2.34\|24.56\|24.56\|23.29\|38118;2026-09-11\|23.68\|-2.03\|23.38\|24.17\|23.01\|25375;2026-09-29\|26.05\|10.01\|26.05\|26.05\|26.05\|2537;2026-09-30\|28.66\|10.02\|28.66\|28.66\|28.66\|1724;2026-10-08\|31.53\|10.01\|31.53\|31.53\|31.53\|3216;2026-10-09\|32.21\|2.16\|34.68\|34.68\|29.08\|262834;2026-10-12\|28.99\|-10.00\|29.50\|30.25\|28.99\|72402;2026-10-13\|27.72\|-4.38\|26.27\|29.10\|26.09\|160333;2026-10-14\|26.32\|-5.05\|27.65\|28.35\|26.11\|117442;2026-10-15\|24.69\|-6.19\|24.98\|25.83\|24.53\|100816;2026-10-16\|25.05\|1.46\|25.20\|26.33\|24.31\|81874;2026-10-19\|24.19\|-3.43\|24.79\|24.79\|22.94\|75514;2026-10-20\|24.11\|-0.33\|23.98\|24.30\|23.62\|47744;2026-10-21\|24.60\|2.03\|24.35\|25.26\|24.15\|49394;2026-10-22\|22.14\|-10.00\|24.57\|24.67\|22.14\|58911;2026-10-23\|21.91\|-1.04\|21.14\|22.00\|20.10\|71529;2026-10-26\|22.13\|1.00\|21.76\|22.66\|21.56\|42925;2026-10-27\|20.75\|-6.24\|22.28\|22.53\|20.75\|35743;2026-10-28\|21.80\|5.06\|21.18\|21.98\|20.94\|37872;2026-10-29\|20.67\|-5.18\|21.69\|21.75\|20.66\|27958;2026-10-30\|19.37\|-6.29\|20.00\|20.93\|19.31\|38762;2026-11-02\|21.31\|10.02\|21.00\|21.31\|20.46\|16890;2026-11-03\|19.96\|-6.34\|21.85\|22.01\|19.82\|75163;2026-11-04\|20.71\|3.76\|20.30\|20.88\|19.40\|66350;2026-11-05\|20.95\|1.16\|20.37\|21.10\|20.18\|56226;2026-11-06\|20.02\|-4.44\|19.42\|20.53\|19.42\|37554;2026-11-09\|20.22\|1.00\|20.42\|20.55\|20.03\|31915;2026-11-10\|20.70\|2.37\|20.56\|20.99\|20.36\|30749;2026-11-11\|21.54\|4.06\|20.61\|21.65\|20.61\|42012
121987	美股存储板块大涨；长鑫科技总市值突破4万亿	第三方支付+AI算力芯片+半年报扣非增长 1、据2026年2月28日年报，公司主营业务为第三方支付，子公司合利宝拥有中国人民银行核发的《支付业务许可证》及跨境人民币支付业务备案许可，并已获得香港MSO牌照。据2026年7月23日互动易，公司主营业务为第三方支付，公司第三方支付业务近年稳健发展，实现持续盈利。目前公司正积极推动支付牌照换证续展工作，具体进展情况请以公司在指定信息披露媒体发布的公告为准。 2、据2025年9月24日公告，公司拟出资1亿元增资深圳江原科技，持股4.1427%，后者主营12英寸晶圆国产AI算力芯片，已完成D1芯片流片并实现D10算力卡批量应用。 3、据2026年7月15日公告，公司2026年上半年扣除非经常性损益后的净利润预计为2500万元至3700万元，同比增长14.81%至69.92%，主要因重整剥离低效资产及降本增效。	公司1亿元增资深圳江原科技，持股4.1427%，后者12英寸国产AI算力芯片D1已流片、D10算力卡实现批量应用，并同步研发T800，公司借此布局第二增长曲线	2026-07-02\|10.57\|2.13\|10.29\|11.23\|10.15\|340582;2026-07-03\|10.93\|3.41\|10.67\|11.13\|10.57\|257171;2026-07-06\|11.12\|1.74\|10.88\|11.65\|10.77\|292290;2026-07-07\|11.27\|1.35\|11.15\|11.30\|10.82\|208338;2026-07-08\|11.45\|1.60\|11.24\|11.55\|10.93\|302113;2026-07-09\|12.12\|5.85\|11.46\|12.20\|11.29\|454290;2026-07-10\|11.65\|-3.88\|12.07\|12.34\|11.58\|436641;2026-07-13\|10.76\|-7.64\|11.63\|11.68\|10.70\|312462;2026-07-14\|11.03\|2.51\|10.70\|11.08\|10.60\|185470;2026-07-15\|10.72\|-2.81\|11.06\|11.28\|10.60\|218194;2026-07-16\|9.96\|-7.09\|10.60\|10.60\|9.84\|307965;2026-07-17\|9.08\|-8.84\|9.87\|10.03\|9.01\|375259;2026-07-20\|8.41\|-7.38\|9.31\|9.31\|8.26\|345682;2026-07-21\|8.52\|1.31\|8.46\|8.73\|7.87\|330334;2026-07-22\|8.19\|-3.87\|8.39\|8.55\|8.13\|207665;2026-07-23\|8.17\|-0.24\|8.18\|8.52\|7.99\|263091;2026-07-24\|8.11\|-0.73\|8.01\|8.23\|7.91\|193269;2026-07-27\|8.92\|9.99\|8.04\|8.92\|7.95\|311749;2026-07-28\|9.57\|7.29\|8.96\|9.81\|8.88\|629756;2026-07-29\|9.20\|-3.87\|9.46\|9.54\|8.90\|367986;2026-07-30\|9.03\|-1.85\|9.12\|9.33\|9.01\|201689;2026-07-31\|9.71\|7.53\|9.36\|9.93\|9.26\|412607;2026-08-03\|9.52\|-1.96\|9.87\|9.91\|9.44\|247826;2026-08-04\|9.81\|3.05\|9.50\|9.85\|9.48\|175070;2026-08-05\|9.87\|0.61\|9.70\|9.98\|9.69\|183534;2026-08-06\|9.68\|-1.93\|9.80\|10.01\|9.60\|226274;2026-08-07\|9.54\|-1.45\|9.70\|9.71\|9.23\|271803;2026-08-10\|10.49\|9.96\|9.55\|10.49\|9.46\|491678;2026-08-11\|10.75\|2.48\|11.00\|11.10\|10.41\|508241;2026-08-12\|11.35\|5.58\|10.70\|11.43\|10.70\|373926;2026-08-13\|11.29\|-0.53\|11.42\|11.51\|11.28\|278416;2026-08-14\|11.47\|1.59\|11.39\|11.49\|11.09\|231855;2026-08-17\|11.69\|1.92\|11.55\|11.71\|11.36\|311214;2026-08-18\|11.97\|2.40\|11.60\|11.98\|11.55\|285481;2026-08-19\|11.99\|0.17\|11.81\|12.18\|11.71\|373955;2026-08-20\|12.52\|4.42\|11.99\|12.60\|11.83\|454105;2026-08-21\|12.58\|0.48\|12.40\|12.73\|12.10\|343947;2026-08-24\|11.75\|-6.60\|12.42\|12.45\|11.60\|576160;2026-08-25\|11.28\|-4.00\|11.62\|11.85\|11.18\|470273;2026-08-26\|12.08\|7.09\|11.27\|12.39\|11.11\|527990;2026-08-27\|11.98\|-0.83\|12.08\|12.20\|11.85\|299153;2026-08-28\|11.87\|-0.92\|11.98\|12.16\|11.83\|208988;2026-08-31\|11.88\|0.08\|11.66\|11.93\|11.36\|260188;2026-09-01\|11.79\|-0.76\|11.88\|12.04\|11.78\|164802;2026-09-02\|11.86\|0.59\|11.70\|12.00\|11.49\|164080;2026-09-03\|11.66\|-1.69\|11.86\|12.04\|11.59\|176107;2026-09-04\|11.45\|-1.80\|11.77\|12.08\|11.33\|215445;2026-09-07\|11.47\|0.17\|11.35\|11.59\|11.25\|158588;2026-09-08\|11.58\|0.96\|11.47\|11.60\|11.39\|104979;2026-09-09\|11.29\|-2.50\|11.58\|11.58\|11.22\|160268;2026-09-10\|11.06\|-2.04\|11.23\|11.35\|10.95\|197515;2026-09-11\|10.88\|-1.63\|11.01\|11.01\|10.56\|199897;2026-09-14\|10.96\|0.74\|10.99\|11.24\|10.85\|182250;2026-09-15\|10.98\|0.18\|10.96\|11.21\|10.87\|119809;2026-09-16\|10.99\|0.09\|10.95\|11.05\|10.80\|141356;2026-09-17\|10.84\|-1.36\|10.95\|11.19\|10.82\|129329;2026-09-18\|10.89\|0.46\|11.00\|11.10\|10.73\|153993;2026-09-21\|11.33\|4.04\|10.90\|11.38\|10.84\|280488;2026-09-22\|11.79\|4.06\|11.33\|11.92\|10.75\|555724;2026-09-23\|11.58\|-1.78\|11.78\|12.15\|11.45\|426165;2026-09-24\|11.75\|1.47\|11.58\|11.96\|11.46\|283957;2026-09-28\|11.51\|-2.04\|11.70\|11.82\|11.19\|279083;2026-09-29\|11.34\|-1.48\|11.45\|11.52\|11.26\|120488;2026-09-30\|11.08\|-2.29\|11.55\|11.73\|11.00\|165392;2026-10-08\|11.57\|4.42\|11.20\|11.87\|11.10\|410917;2026-10-09\|11.20\|-3.20\|11.50\|11.54\|10.78\|300179;2026-10-12\|11.39\|1.70\|11.24\|11.80\|11.21\|284057;2026-10-13\|10.84\|-4.83\|11.00\|11.68\|10.50\|420608;2026-10-14\|9.76\|-9.96\|10.76\|10.78\|9.76\|289470;2026-10-15\|8.78\|-10.04\|8.78\|8.78\|8.78\|51358;2026-10-16\|8.37\|-4.67\|8.75\|9.26\|8.18\|603670;2026-10-19\|8.53\|1.91\|8.22\|8.83\|7.92\|477876;2026-10-20\|8.37\|-1.88\|8.52\|8.53\|8.08\|316520;2026-10-21\|8.48\|1.31\|8.48\|8.68\|8.35\|265272;2026-10-22\|7.72\|-8.96\|8.67\|9.08\|7.66\|410822;2026-10-23\|7.82\|1.30\|7.53\|7.88\|6.95\|542740;2026-10-26\|7.63\|-2.43\|7.73\|8.14\|7.56\|254200;2026-10-27\|7.25\|-4.98\|7.75\|7.82\|7.22\|253369;2026-10-28\|7.50\|3.45\|7.32\|7.59\|7.13\|335182;2026-10-29\|7.15\|-4.67\|7.52\|7.56\|7.10\|258269;2026-10-30\|7.00\|-2.10\|7.07\|7.38\|6.86\|272953;2026-11-02\|7.09\|1.29\|7.08\|7.24\|6.85\|272911;2026-11-03\|6.93\|-2.26\|7.09\|7.23\|6.90\|229494;2026-11-04\|7.11\|2.60\|6.97\|7.16\|6.71\|335138;2026-11-05\|7.39\|3.94\|7.05\|7.41\|7.05\|283893;2026-11-06\|7.05\|-4.60\|7.15\|7.30\|6.98\|305924;2026-11-09\|6.98\|-0.99\|7.15\|7.17\|6.95\|185214;2026-11-10\|7.25\|3.87\|7.13\|7.30\|7.11\|282884;2026-11-11\|7.20\|-0.69\|7.26\|7.33\|7.11\|204022
121986	美股存储板块大涨；长鑫科技总市值突破4万亿	红外材料+卫星太阳能电池+先进封装行业原因： 1、据财闻6月11日报道，分析师郭明錤称台积电下一代先进封装CoPoS预计2028年下半年量产，并澄清玻璃与ABF为搭配共存关系。 2、光大证券6月9日研报指出，华为提出的“韬定律”强调通过先进封装系统性提升算力效率，其在国产算力体系中的战略地位持续抬升。公司原因： 1、据2025年年度报告，公司是国内最大的红外材料供应商，全球少数可批量供应硒化锌的企业，产品覆盖制冷与非制冷探测器、机芯模组及红外整机，应用于安防监控、工业测温、车载夜视等场景。 2、据2026年1月29日互动易，公司锗、硒化锌等红外光学材料可用于卫星太阳翼及卫星红外相机光学窗口，红外探测器、机芯与整机系统已配套气象观测、资源勘探、导弹预警卫星。 3、据2025年10月24日互动易，公司目前已建成8英寸硅基的MEMS红外探测器生产线，突破了红外热成像核“芯"技术，掌握了MEMS芯片设计技术、制造工艺技术、金属/陶瓷和晶圆级封装技术。	1、公司化合物半导体材料锑化镓（GaSb）、锑化铟（InSb）、碲锌镉（CdZnTe）初步产能建设完成并投入使用； 2、公司表示生产的锗可用于卫星太阳翼	2026-07-02\|289.00\|-5.90\|297.23\|311.58\|283.13\|99374;2026-07-03\|281.65\|-2.54\|285.75\|290.00\|269.99\|70465;2026-07-06\|261.66\|-7.10\|281.65\|288.52\|254.69\|119048;2026-07-07\|262.52\|0.33\|271.12\|275.46\|258.01\|61552;2026-07-08\|267.88\|2.04\|267.77\|284.41\|260.00\|77074;2026-07-09\|268.00\|0.04\|275.00\|278.60\|241.00\|114006;2026-07-10\|255.00\|-4.85\|268.00\|272.66\|250.92\|114534;2026-07-13\|230.00\|-9.80\|249.90\|260.81\|225.55\|104591;2026-07-14\|263.00\|14.35\|246.47\|263.30\|229.00\|129828;2026-07-15\|249.71\|-5.05\|276.15\|278.00\|245.96\|101600;2026-07-16\|233.45\|-6.51\|248.00\|259.97\|227.77\|80304;2026-07-17\|191.03\|-18.17\|227.18\|228.00\|186.76\|128796;2026-07-20\|173.00\|-9.44\|194.46\|204.84\|155.00\|157511;2026-07-21\|190.01\|9.83\|176.11\|192.00\|155.32\|150198;2026-07-22\|179.86\|-5.34\|187.44\|200.81\|176.00\|105353;2026-07-23\|176.00\|-2.15\|182.00\|187.95\|169.19\|75646;2026-07-24\|179.00\|1.70\|170.70\|189.78\|168.84\|82380;2026-07-27\|171.37\|-4.26\|176.80\|177.47\|160.10\|94023;2026-07-28\|147.48\|-13.94\|161.20\|166.30\|145.50\|93128;2026-07-29\|149.67\|1.48\|145.79\|150.00\|130.33\|124144;2026-07-30\|125.61\|-16.08\|145.00\|148.85\|124.27\|112931;2026-07-31\|140.50\|11.85\|150.73\|150.73\|138.30\|136982;2026-08-03\|141.00\|0.36\|140.55\|152.09\|137.51\|131843;2026-08-04\|169.20\|20.00\|155.36\|169.20\|149.95\|143778;2026-08-05\|182.45\|7.83\|162.08\|186.99\|160.20\|191118;2026-08-06\|202.00\|10.72\|182.00\|206.79\|181.00\|189843;2026-08-07\|240.00\|18.81\|206.01\|242.40\|206.01\|192879;2026-08-10\|237.00\|-1.25\|229.00\|242.96\|227.99\|140965;2026-08-11\|222.00\|-6.33\|233.05\|237.00\|217.20\|146144;2026-08-12\|248.00\|11.71\|225.19\|256.18\|220.14\|175028;2026-08-13\|242.63\|-2.17\|250.00\|252.66\|239.03\|123164;2026-08-14\|252.00\|3.86\|244.99\|254.80\|236.00\|102753;2026-08-17\|258.45\|2.56\|252.05\|261.59\|246.01\|122354;2026-08-18\|249.34\|-3.52\|263.00\|277.00\|244.80\|156806;2026-08-19\|222.53\|-10.75\|241.41\|251.50\|220.00\|212020;2026-08-20\|228.63\|2.74\|226.91\|238.00\|215.55\|140324;2026-08-21\|216.55\|-5.28\|230.00\|233.50\|211.81\|124357;2026-08-24\|202.15\|-6.65\|215.00\|216.54\|195.85\|124602;2026-08-25\|217.33\|7.51\|198.90\|219.72\|192.00\|137720;2026-08-26\|208.30\|-4.16\|217.33\|218.00\|194.15\|168938;2026-08-27\|242.04\|16.20\|216.00\|246.00\|210.02\|192012;2026-08-28\|234.09\|-3.28\|242.11\|246.00\|229.69\|123534;2026-08-31\|239.75\|2.42\|230.01\|258.60\|226.00\|158808;2026-09-01\|233.40\|-2.65\|240.00\|242.90\|232.37\|85626;2026-09-02\|229.35\|-1.74\|228.40\|237.09\|218.18\|117418;2026-09-03\|230.80\|0.63\|236.50\|238.99\|225.59\|109151;2026-09-04\|214.33\|-7.14\|229.97\|233.88\|212.00\|122423;2026-09-07\|229.61\|7.13\|223.32\|233.00\|219.33\|111040;2026-09-08\|220.00\|-4.19\|228.93\|233.48\|215.90\|87866;2026-09-09\|220.78\|0.35\|228.99\|237.49\|220.60\|106994;2026-09-10\|211.69\|-4.12\|219.13\|219.13\|209.80\|81060;2026-09-11\|206.12\|-2.63\|209.11\|210.87\|198.88\|89395;2026-09-14\|203.62\|-1.21\|204.08\|211.00\|197.01\|68445;2026-09-15\|198.57\|-2.48\|204.59\|205.35\|198.00\|68554;2026-09-16\|210.45\|5.98\|201.10\|215.85\|198.30\|107024;2026-09-17\|223.60\|6.25\|238.19\|244.28\|218.09\|185488;2026-09-18\|224.62\|0.46\|227.00\|231.80\|215.02\|161198;2026-09-21\|238.81\|6.32\|223.00\|239.30\|220.00\|163922;2026-09-22\|249.01\|4.27\|244.00\|260.00\|243.00\|153999;2026-09-23\|264.02\|6.03\|253.42\|264.46\|244.23\|154168;2026-09-24\|271.15\|2.70\|264.80\|288.88\|263.00\|150389;2026-09-28\|257.90\|-4.89\|281.00\|284.00\|256.00\|120021;2026-09-29\|256.90\|-0.39\|250.01\|269.00\|250.01\|95673;2026-09-30\|278.35\|8.35\|265.00\|292.96\|263.08\|139183;2026-10-08\|263.00\|-5.51\|283.00\|288.80\|251.00\|161545;2026-10-09\|278.82\|6.02\|256.04\|284.00\|255.01\|165122;2026-10-12\|264.06\|-5.29\|271.00\|271.89\|244.26\|153957;2026-10-13\|301.22\|14.07\|250.00\|313.00\|250.00\|186979;2026-10-14\|290.00\|-3.72\|301.25\|303.85\|288.89\|110029;2026-10-15\|260.00\|-10.34\|280.00\|285.59\|259.00\|128841;2026-10-16\|251.38\|-3.32\|269.28\|271.98\|247.60\|114131;2026-10-19\|231.53\|-7.90\|247.86\|251.00\|226.66\|112248;2026-10-20\|241.00\|4.09\|231.60\|248.95\|228.84\|104219;2026-10-21\|257.33\|6.78\|245.00\|269.93\|242.02\|123622;2026-10-22\|224.02\|-12.94\|254.46\|255.04\|224.02\|132428;2026-10-23\|222.70\|-0.59\|220.00\|225.50\|204.45\|136484;2026-10-26\|210.03\|-5.69\|207.76\|221.68\|205.20\|93438;2026-10-27\|209.78\|-0.12\|218.13\|222.00\|209.01\|87543;2026-10-28\|208.87\|-0.43\|215.50\|216.94\|197.03\|125462;2026-10-29\|184.00\|-11.91\|204.69\|217.00\|183.00\|121386;2026-10-30\|187.80\|2.07\|180.55\|203.49\|173.02\|155628;2026-11-02\|183.48\|-2.30\|190.11\|198.00\|178.00\|119620;2026-11-03\|158.58\|-13.57\|173.40\|175.60\|156.40\|125696;2026-11-04\|190.30\|20.00\|162.76\|190.30\|160.80\|135562;2026-11-05\|196.02\|3.01\|180.00\|200.01\|180.00\|165206;2026-11-06\|194.99\|-0.53\|179.04\|199.80\|174.00\|143674;2026-11-09\|197.08\|1.07\|200.01\|210.88\|174.01\|189936;2026-11-10\|198.00\|0.47\|204.88\|208.00\|197.16\|115890;2026-11-11\|222.50\|12.37\|193.61\|237.00\|193.61\|156200
121985	美股存储板块大涨；长鑫科技总市值突破4万亿	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	2026-07-02\|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;2026-07-20\|400.00\|-6.54\|460.53\|466.68\|376.66\|120569;2026-07-21\|470.02\|17.50\|413.00\|479.90\|373.66\|155780;2026-07-22\|435.00\|-7.45\|472.00\|499.22\|432.11\|156688;2026-07-23\|407.40\|-6.34\|450.00\|458.88\|403.15\|109491;2026-07-24\|389.64\|-4.36\|413.81\|422.37\|383.80\|104929;2026-07-27\|371.78\|-4.58\|384.02\|398.46\|348.00\|133118;2026-07-28\|309.99\|-16.62\|335.29\|349.01\|304.22\|146516;2026-07-29\|338.50\|9.20\|308.00\|338.68\|285.00\|208006;2026-07-30\|353.12\|4.32\|328.01\|368.98\|312.02\|250094;2026-07-31\|354.90\|0.50\|423.74\|423.74\|353.18\|283956;2026-08-03\|312.90\|-11.83\|342.54\|345.50\|312.00\|190807;2026-08-04\|335.76\|7.31\|316.21\|337.69\|305.60\|164486;2026-08-05\|373.88\|11.35\|340.00\|385.82\|339.76\|188413;2026-08-06\|374.80\|0.25\|350.01\|381.00\|347.77\|157962;2026-08-07\|393.63\|5.02\|378.92\|408.00\|377.39\|182984;2026-08-10\|374.50\|-4.86\|392.93\|397.58\|353.38\|173721;2026-08-11\|384.50\|2.67\|365.00\|388.89\|360.07\|149891;2026-08-12\|394.60\|2.63\|395.88\|415.00\|385.23\|146284;2026-08-13\|383.40\|-2.84\|410.00\|423.50\|383.40\|161081;2026-08-14\|411.00\|7.20\|400.00\|412.01\|396.65\|148039;2026-08-17\|466.00\|13.38\|420.00\|469.88\|418.00\|168739;2026-08-18\|466.81\|0.17\|470.18\|489.28\|460.97\|167444;2026-08-19\|447.20\|-4.20\|448.15\|455.00\|419.00\|173704;2026-08-20\|480.36\|7.42\|450.00\|480.36\|431.19\|177791;2026-08-21\|463.65\|-3.48\|470.00\|481.86\|454.71\|125662;2026-08-24\|411.00\|-11.36\|451.00\|451.00\|403.66\|134370;2026-08-25\|410.00\|-0.24\|385.05\|418.80\|385.05\|107070;2026-08-26\|397.18\|-3.13\|407.58\|407.58\|381.24\|106129;2026-08-27\|429.89\|8.24\|405.00\|433.00\|399.00\|118961;2026-08-28\|401.18\|-6.68\|415.44\|422.30\|400.88\|117031;2026-08-31\|415.00\|3.44\|385.10\|415.00\|384.03\|88545;2026-09-01\|398.50\|-3.98\|412.00\|416.97\|397.00\|61435;2026-09-02\|388.50\|-2.51\|391.12\|399.28\|387.60\|52672;2026-09-03\|385.90\|-0.67\|394.00\|394.00\|377.00\|69929;2026-09-04\|367.26\|-4.83\|390.00\|391.93\|363.63\|92936;2026-09-07\|397.29\|8.18\|389.00\|398.06\|385.00\|105874;2026-09-08\|401.30\|1.01\|397.87\|419.93\|392.52\|104604;2026-09-09\|393.39\|-1.97\|407.03\|411.85\|391.00\|73048;2026-09-10\|398.95\|1.41\|389.00\|406.98\|389.00\|63526;2026-09-11\|388.00\|-2.74\|387.62\|392.99\|375.00\|75224;2026-09-14\|373.80\|-3.66\|371.00\|381.49\|368.62\|55695;2026-09-15\|386.00\|3.26\|375.00\|395.48\|375.00\|81983;2026-09-16\|398.84\|3.33\|393.71\|405.49\|384.00\|79732;2026-09-17\|390.70\|-2.04\|393.00\|403.48\|389.51\|62147;2026-09-18\|430.00\|10.06\|405.61\|440.48\|398.27\|153285;2026-09-21\|428.20\|-0.42\|438.67\|442.29\|423.61\|108355;2026-09-22\|428.40\|0.05\|439.00\|453.00\|424.00\|129267;2026-09-23\|431.00\|0.61\|437.00\|443.00\|428.52\|78749;2026-09-24\|408.70\|-5.17\|425.48\|428.88\|408.66\|76771;2026-09-28\|379.57\|-7.13\|408.56\|408.56\|375.25\|70659;2026-09-29\|377.90\|-0.44\|376.74\|381.60\|369.35\|59913;2026-09-30\|356.64\|-5.63\|381.50\|383.82\|356.60\|64813;2026-10-08\|333.79\|-6.41\|352.00\|355.48\|330.03\|72729;2026-10-09\|327.75\|-1.81\|328.44\|331.00\|307.03\|78108;2026-10-12\|314.60\|-4.01\|325.06\|331.00\|314.00\|50764;2026-10-13\|310.39\|-1.34\|301.10\|315.00\|293.20\|76248;2026-10-14\|293.50\|-5.44\|307.24\|309.44\|292.60\|59718;2026-10-15\|272.76\|-7.07\|280.00\|282.12\|270.18\|81032;2026-10-16\|277.64\|1.79\|282.50\|288.60\|274.30\|90777;2026-10-19\|285.15\|2.70\|277.59\|293.00\|269.04\|95645;2026-10-20\|280.08\|-1.78\|280.50\|289.86\|275.12\|72448;2026-10-21\|284.70\|1.65\|287.00\|290.99\|281.00\|69966;2026-10-22\|270.00\|-5.16\|282.60\|283.00\|267.57\|76815;2026-10-23\|295.90\|9.59\|264.28\|295.90\|264.28\|132448;2026-10-26\|274.10\|-7.37\|285.50\|287.72\|271.00\|97624;2026-10-27\|262.18\|-4.35\|285.00\|286.66\|261.46\|72905;2026-10-28\|292.01\|11.38\|280.00\|298.00\|273.28\|117063;2026-10-29\|270.50\|-7.37\|284.20\|295.55\|269.80\|101174;2026-10-30\|251.00\|-7.21\|249.90\|273.73\|247.46\|112835;2026-11-02\|265.55\|5.80\|259.00\|277.69\|255.38\|109984;2026-11-03\|243.16\|-8.43\|262.15\|264.88\|241.05\|96856;2026-11-04\|282.99\|16.38\|245.33\|284.28\|241.06\|136645;2026-11-05\|266.00\|-6.00\|266.00\|278.00\|258.51\|145759;2026-11-06\|237.75\|-10.62\|234.61\|245.86\|226.40\|125016;2026-11-09\|228.43\|-3.92\|239.99\|240.80\|228.40\|99139;2026-11-10\|233.30\|2.13\|239.85\|241.98\|232.21\|89554;2026-11-11\|256.00\|9.73\|232.56\|257.73\|231.88\|125347
121984	美股存储板块大涨；长鑫科技总市值突破4万亿	磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司作为磷化铟衬底龙头，产能为15万片/年（2—4英寸）； 2、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求	2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161;2026-07-13\|90.23\|-10.00\|97.24\|98.20\|90.23\|545837;2026-07-14\|94.77\|5.03\|90.18\|95.25\|86.87\|616538;2026-07-15\|87.83\|-7.32\|96.27\|97.00\|87.30\|453871;2026-07-16\|83.39\|-5.06\|86.26\|88.36\|82.00\|436282;2026-07-17\|75.05\|-10.00\|82.24\|84.00\|75.05\|460939;2026-07-20\|67.55\|-9.99\|76.95\|77.60\|67.55\|499526;2026-07-21\|73.98\|9.52\|68.76\|73.98\|60.80\|786645;2026-07-22\|75.20\|1.65\|73.86\|78.98\|72.36\|714000;2026-07-23\|76.58\|1.84\|76.02\|79.39\|75.30\|557093;2026-07-24\|78.08\|1.96\|80.00\|81.70\|77.35\|789964;2026-07-27\|79.04\|1.23\|75.36\|79.61\|70.89\|679684;2026-07-28\|71.14\|-9.99\|75.20\|77.98\|71.14\|484923;2026-07-29\|66.98\|-5.85\|72.02\|72.30\|65.14\|670259;2026-07-30\|61.80\|-7.73\|66.36\|68.75\|60.83\|624786;2026-07-31\|66.95\|8.33\|67.98\|67.98\|66.26\|570335;2026-08-03\|68.35\|2.09\|68.05\|71.85\|67.69\|757428;2026-08-04\|75.19\|10.01\|71.00\|75.19\|70.80\|392836;2026-08-05\|82.71\|10.00\|82.70\|82.71\|81.91\|311205;2026-08-06\|90.98\|10.00\|89.00\|90.98\|88.00\|781574;2026-08-07\|100.08\|10.00\|97.00\|100.08\|95.50\|1193077;2026-08-10\|102.58\|2.50\|104.60\|105.80\|98.68\|1352689;2026-08-11\|100.28\|-2.24\|97.92\|104.58\|96.80\|940254;2026-08-12\|105.98\|5.68\|100.31\|108.20\|99.00\|1068265;2026-08-13\|100.21\|-5.44\|105.00\|106.70\|100.00\|1012453;2026-08-14\|101.59\|1.38\|100.83\|105.50\|99.00\|781174;2026-08-17\|109.65\|7.93\|104.70\|109.66\|102.77\|1094821;2026-08-18\|108.30\|-1.23\|110.01\|113.00\|107.10\|956359;2026-08-19\|104.70\|-3.32\|103.06\|110.50\|103.06\|1035685;2026-08-20\|103.56\|-1.09\|102.91\|105.50\|97.00\|798414;2026-08-21\|100.88\|-2.59\|103.00\|105.00\|99.69\|612387;2026-08-24\|95.37\|-5.46\|103.60\|103.78\|92.18\|853451;2026-08-25\|94.23\|-1.20\|90.61\|95.37\|90.61\|590606;2026-08-26\|93.47\|-0.81\|94.23\|95.11\|91.00\|409245;2026-08-27\|101.36\|8.44\|94.51\|102.82\|93.60\|856497;2026-08-28\|99.66\|-1.68\|102.98\|105.55\|99.36\|752392;2026-08-31\|100.70\|1.04\|95.60\|101.75\|95.03\|507887;2026-09-01\|94.90\|-5.76\|100.71\|100.99\|94.00\|542261;2026-09-02\|92.23\|-2.81\|94.09\|95.36\|92.05\|361024;2026-09-03\|91.60\|-0.68\|93.56\|93.99\|90.30\|348469;2026-09-04\|87.09\|-4.92\|92.05\|93.18\|86.38\|522794;2026-09-07\|92.00\|5.64\|88.78\|92.55\|88.20\|525302;2026-09-08\|90.05\|-2.12\|92.82\|93.20\|89.50\|436232;2026-09-09\|91.43\|1.53\|94.00\|94.75\|90.65\|546145;2026-09-10\|90.04\|-1.52\|90.73\|91.55\|89.65\|300776;2026-09-11\|88.43\|-1.79\|88.13\|89.38\|85.08\|407027;2026-09-14\|90.25\|2.06\|86.05\|91.81\|85.42\|432743;2026-09-15\|90.27\|0.02\|90.78\|92.95\|89.60\|385239;2026-09-16\|94.59\|4.79\|90.30\|95.55\|89.90\|645978;2026-09-17\|92.94\|-1.74\|96.00\|97.88\|92.40\|703439;2026-09-18\|93.50\|0.60\|94.41\|94.90\|91.46\|514198;2026-09-21\|93.49\|-0.01\|94.00\|95.58\|92.85\|459477;2026-09-22\|94.74\|1.34\|96.19\|97.86\|94.01\|659686;2026-09-23\|94.39\|-0.37\|93.50\|95.48\|92.64\|402942;2026-09-24\|91.63\|-2.92\|92.58\|95.83\|91.50\|379476;2026-09-28\|87.77\|-4.21\|90.90\|92.00\|85.60\|399713;2026-09-29\|87.16\|-0.69\|86.81\|87.99\|85.40\|252145;2026-09-30\|86.87\|-0.33\|88.20\|90.84\|86.10\|310197;2026-10-08\|85.71\|-1.34\|88.01\|91.08\|84.13\|382658;2026-10-09\|87.86\|2.51\|83.15\|88.00\|79.80\|525267;2026-10-12\|80.70\|-8.15\|86.00\|86.11\|80.01\|431970;2026-10-13\|85.62\|6.10\|76.00\|87.94\|75.48\|612370;2026-10-14\|82.16\|-4.04\|85.81\|86.50\|82.00\|343568;2026-10-15\|80.34\|-2.22\|80.20\|82.24\|78.84\|363723;2026-10-16\|78.68\|-2.07\|81.83\|82.00\|77.72\|293533;2026-10-19\|76.71\|-2.50\|77.29\|78.00\|73.01\|342732;2026-10-20\|78.92\|2.88\|76.72\|80.00\|75.80\|310636;2026-10-21\|84.06\|6.51\|82.77\|86.50\|82.58\|679150;2026-10-22\|80.02\|-4.81\|83.43\|84.16\|80.00\|493162;2026-10-23\|84.68\|5.82\|78.00\|86.25\|77.31\|647729;2026-10-26\|76.86\|-9.23\|82.30\|82.45\|76.28\|503585;2026-10-27\|73.89\|-3.86\|78.30\|78.88\|73.80\|354340;2026-10-28\|74.65\|1.03\|75.05\|76.10\|72.55\|453149;2026-10-29\|68.65\|-8.04\|73.00\|74.59\|68.58\|444646;2026-10-30\|69.40\|1.09\|66.00\|74.39\|64.00\|648816;2026-11-02\|72.20\|4.03\|71.04\|73.95\|70.50\|557072;2026-11-03\|68.53\|-5.08\|70.62\|72.92\|68.00\|472465;2026-11-04\|75.38\|10.00\|74.00\|75.38\|72.00\|858611;2026-11-05\|79.00\|4.80\|79.90\|82.66\|77.21\|1172421;2026-11-06\|72.43\|-8.32\|71.10\|75.19\|71.10\|730713;2026-11-09\|74.37\|2.68\|73.60\|76.18\|73.01\|563807;2026-11-10\|72.86\|-2.03\|76.99\|76.99\|72.68\|663277;2026-11-11\|77.98\|7.03\|71.41\|80.00\|70.96\|846750
121983	美股存储板块大涨；长鑫科技总市值突破4万亿	PCB高端化+先进封装+业绩高增行业原因： AI算力需求驱动PCB行业高增。据胜宏科技4月3日机构调研，未来AI PCB是整个PCB行业最具确定性的增长细分方向。从中期来看，高端产品的供给仍将处于相对紧张的状态，下游有充足的需求消化新增产能。公司原因： 1、据2026年3月14日公告的2025年年报，公司2025年实现营业收入14.08亿元，归属于上市公司股东的净利润2.90亿元，分别同比增长47.61%和80.42%。 2、据2026年3月14日公告的2025年年度报告，公司WLP系列直写光刻设备在先进封装市场领域已在多个头部客户验收量产中，在先进封装领域实现了“弯道超车”。同时，根据华创证券研报，公司WLP系列产品已成功进入多家头部厂商实现量产。 3、据2026年3月14日公告的2025年年度报告，公司作为全球PCB直接成像设备龙头企业，已实现全球PCB百强企业全覆盖，并深度绑定胜宏科技、鹏鼎控股、东山精密、深南电路、生益电子等海内外头部PCB厂商。另据公司2025年年度报告，2024年公司超越日资产商，成为全球最大的PCB直接成像设备制造商，全球市占率达15%。	公司WLP系列产品已助力多家先进封装头部厂商实现类CoWoS-L产品的量产	2026-07-02\|468.00\|-5.89\|474.63\|499.95\|464.80\|58418;2026-07-03\|480.32\|2.63\|467.98\|502.00\|444.55\|54587;2026-07-06\|470.00\|-2.15\|488.33\|499.00\|448.00\|53767;2026-07-07\|462.23\|-1.65\|467.98\|478.20\|455.88\|43300;2026-07-08\|473.26\|2.39\|470.00\|494.81\|451.06\|50611;2026-07-09\|517.80\|9.41\|489.00\|523.35\|468.88\|59589;2026-07-10\|465.02\|-10.19\|517.12\|525.00\|464.00\|61445;2026-07-13\|446.58\|-3.97\|450.02\|481.97\|444.00\|44393;2026-07-14\|455.60\|2.02\|453.00\|464.00\|420.66\|54382;2026-07-15\|430.77\|-5.45\|467.00\|467.51\|425.00\|50675;2026-07-16\|384.00\|-10.86\|421.97\|428.93\|377.81\|86213;2026-07-17\|359.78\|-6.31\|378.74\|394.01\|359.50\|82684;2026-07-20\|344.00\|-4.39\|375.00\|391.00\|330.00\|85142;2026-07-21\|403.45\|17.28\|357.50\|403.58\|320.01\|94753;2026-07-22\|401.00\|-0.61\|399.99\|428.00\|390.00\|84133;2026-07-23\|384.00\|-4.24\|408.51\|414.81\|380.03\|56585;2026-07-24\|408.80\|6.46\|377.63\|426.24\|377.63\|74998;2026-07-27\|420.90\|2.96\|404.80\|424.99\|390.00\|65162;2026-07-28\|378.00\|-10.19\|408.00\|429.00\|373.00\|69818;2026-07-29\|349.92\|-7.43\|378.40\|385.93\|330.00\|82829;2026-07-30\|299.90\|-14.29\|348.23\|349.89\|297.57\|86643;2026-07-31\|325.23\|8.45\|346.80\|359.88\|325.00\|87900;2026-08-03\|303.53\|-6.67\|322.00\|332.99\|300.03\|57183;2026-08-04\|340.00\|12.02\|310.00\|345.00\|305.99\|62001;2026-08-05\|361.00\|6.18\|338.14\|369.63\|333.00\|80386;2026-08-06\|392.62\|8.76\|353.78\|397.99\|350.02\|74233;2026-08-07\|426.99\|8.75\|394.33\|439.00\|394.33\|79813;2026-08-10\|430.30\|0.78\|431.03\|437.00\|418.00\|58464;2026-08-11\|415.00\|-3.56\|421.02\|434.66\|414.00\|40635;2026-08-12\|425.50\|2.53\|418.32\|427.25\|409.13\|40800;2026-08-13\|419.00\|-1.53\|430.00\|444.88\|415.00\|52465;2026-08-14\|419.00\|0.00\|420.65\|429.87\|412.00\|35764;2026-08-17\|448.79\|7.11\|419.98\|448.95\|415.02\|48577;2026-08-18\|471.20\|4.99\|450.00\|475.60\|444.30\|60381;2026-08-19\|434.00\|-7.89\|448.00\|466.99\|429.00\|66667;2026-08-20\|433.00\|-0.23\|445.00\|466.66\|421.98\|65947;2026-08-21\|429.58\|-0.79\|428.43\|455.60\|419.04\|47080;2026-08-24\|426.15\|-0.80\|432.00\|439.82\|406.00\|54535;2026-08-25\|415.00\|-2.62\|416.11\|420.00\|396.80\|51520;2026-08-26\|430.60\|3.76\|427.82\|433.00\|406.58\|50344;2026-08-27\|438.60\|1.86\|423.00\|444.44\|412.32\|81809;2026-08-28\|418.80\|-4.51\|434.86\|442.50\|417.15\|44040;2026-08-31\|418.80\|0.00\|402.39\|419.87\|401.18\|37274;2026-09-01\|404.00\|-3.53\|419.00\|421.79\|400.00\|31459;2026-09-02\|389.41\|-3.61\|398.00\|401.88\|389.00\|36734;2026-09-03\|390.00\|0.15\|397.19\|401.58\|379.24\|36109;2026-09-04\|370.80\|-4.92\|396.01\|401.90\|366.58\|46300;2026-09-07\|410.05\|10.59\|377.46\|412.87\|377.00\|52516;2026-09-08\|405.00\|-1.23\|410.00\|419.59\|401.00\|35785;2026-09-09\|410.78\|1.43\|416.00\|424.68\|405.95\|31968;2026-09-10\|409.30\|-0.36\|407.26\|419.99\|403.30\|25510;2026-09-11\|402.30\|-1.71\|401.32\|405.76\|383.38\|34663;2026-09-14\|401.70\|-0.15\|394.26\|408.07\|388.50\|28578;2026-09-15\|412.77\|2.76\|401.96\|422.90\|401.96\|33268;2026-09-16\|433.00\|4.90\|415.00\|438.88\|407.77\|49191;2026-09-17\|431.20\|-0.42\|430.00\|441.00\|425.01\|37946;2026-09-18\|439.83\|2.00\|440.90\|446.00\|426.01\|44752;2026-09-21\|422.90\|-3.85\|442.00\|444.00\|420.25\|43478;2026-09-22\|427.69\|1.13\|430.50\|446.55\|425.34\|43025;2026-09-23\|440.68\|3.04\|430.00\|448.88\|426.50\|34961;2026-09-24\|418.00\|-5.15\|437.05\|437.05\|418.00\|29302;2026-09-28\|397.29\|-4.95\|416.76\|419.96\|391.25\|26770;2026-09-29\|397.17\|-0.03\|395.62\|400.00\|388.89\|22429;2026-09-30\|388.68\|-2.14\|398.00\|404.97\|384.05\|20542;2026-10-08\|366.77\|-5.64\|390.00\|401.97\|362.00\|35740;2026-10-09\|360.54\|-1.70\|358.56\|365.47\|335.32\|45662;2026-10-12\|351.77\|-2.43\|359.15\|367.00\|350.00\|32492;2026-10-13\|351.00\|-0.22\|335.98\|357.34\|326.19\|37922;2026-10-14\|339.85\|-3.18\|356.30\|361.24\|338.39\|26933;2026-10-15\|323.00\|-4.96\|325.94\|329.00\|315.41\|39152;2026-10-16\|315.86\|-2.21\|332.40\|336.00\|312.12\|33085;2026-10-19\|300.25\|-4.94\|313.84\|315.20\|291.01\|41782;2026-10-20\|300.90\|0.22\|300.20\|311.18\|295.15\|30983;2026-10-21\|301.22\|0.11\|302.39\|315.80\|300.11\|27275;2026-10-22\|280.39\|-6.92\|306.20\|306.62\|277.00\|35079;2026-10-23\|280.50\|0.04\|275.00\|284.12\|256.00\|49819;2026-10-26\|264.63\|-5.66\|280.28\|283.28\|261.00\|40243;2026-10-27\|237.10\|-10.40\|269.92\|272.00\|236.61\|71020;2026-10-28\|251.59\|6.11\|242.60\|254.00\|235.50\|64282;2026-10-29\|229.14\|-8.92\|249.61\|254.00\|228.00\|53610;2026-10-30\|213.42\|-6.86\|215.28\|231.21\|209.47\|62957;2026-11-02\|222.19\|4.11\|217.68\|228.00\|211.20\|57782;2026-11-03\|202.00\|-9.09\|219.86\|219.90\|199.23\|62508;2026-11-04\|240.92\|19.27\|203.79\|241.93\|199.92\|90615;2026-11-05\|244.61\|1.53\|230.00\|260.60\|228.00\|106425;2026-11-06\|227.80\|-6.87\|219.97\|238.00\|219.56\|79861;2026-11-09\|220.41\|-3.24\|232.97\|232.97\|213.01\|66906;2026-11-10\|228.15\|3.51\|230.86\|237.00\|226.44\|51815;2026-11-11\|243.39\|6.68\|228.80\|245.00\|227.50\|61832
121982	美股存储板块大涨；长鑫科技总市值突破4万亿	电源管理芯片+车规芯片+收购兼并行业原因：据央视财经，有数据显示，近三个月，车规级存储芯片整体价格涨幅约在180%。公司原因： 1、据2025年11月10日机构调研，公司2025年前三季度营收19.42亿元同比增长63.01%，研发费用6.79亿元，持续投入车规及AI算力电源管理芯片，应用于通讯、汽车、计算、新能源等领域。 2、据2025年年报，公司已量产满足AEC-Q100的5~100V车规DC-DC产品矩阵及多相控制器、DrMOS，并导入了知名车厂或一级供应商的供应链体系；同时推出了多款面向智能驾驶的ASIL-D PMIC。 3、据2026年5月30日公告，公司拟向参股企业高易信杰增资3000万元，深化产业协同。	公司专注于模拟集成电路的设计研发，具备包括芯片和系统设计技术、晶圆制造工艺在内的完整核心技术架构	2026-07-02\|144.21\|-2.92\|143.00\|157.11\|140.97\|154482;2026-07-03\|156.00\|8.18\|144.21\|163.31\|139.07\|194285;2026-07-06\|168.26\|7.86\|159.11\|171.10\|154.95\|186972;2026-07-07\|162.92\|-3.17\|163.01\|168.89\|159.00\|131552;2026-07-08\|177.00\|8.64\|168.00\|185.00\|162.92\|194370;2026-07-09\|174.23\|-1.56\|177.10\|181.25\|165.93\|172310;2026-07-10\|152.65\|-12.39\|174.00\|179.47\|152.65\|175718;2026-07-13\|138.35\|-9.37\|151.43\|158.50\|137.00\|270575;2026-07-14\|147.10\|6.32\|138.00\|147.90\|134.70\|180609;2026-07-15\|133.00\|-9.59\|148.20\|150.65\|132.18\|152521;2026-07-16\|121.85\|-8.38\|133.84\|136.10\|120.05\|197609;2026-07-17\|116.83\|-4.12\|121.01\|128.99\|116.29\|222383;2026-07-20\|114.47\|-2.02\|125.50\|129.82\|110.00\|222071;2026-07-21\|137.36\|20.00\|120.00\|137.36\|113.32\|200537;2026-07-22\|143.75\|4.65\|138.00\|155.00\|138.00\|270760;2026-07-23\|135.33\|-5.86\|144.97\|147.77\|133.80\|148689;2026-07-24\|134.03\|-0.96\|134.51\|139.68\|132.10\|139213;2026-07-27\|132.70\|-0.99\|133.47\|137.25\|124.64\|180845;2026-07-28\|115.08\|-13.28\|128.63\|131.90\|113.18\|192593;2026-07-29\|113.63\|-1.26\|116.00\|118.53\|106.00\|208838;2026-07-30\|98.47\|-13.34\|113.01\|116.00\|97.04\|228712;2026-07-31\|114.11\|15.88\|113.21\|118.16\|108.32\|263595;2026-08-03\|105.86\|-7.23\|112.20\|116.20\|104.00\|168761;2026-08-04\|115.01\|8.64\|109.08\|117.44\|105.01\|163989;2026-08-05\|128.01\|11.30\|115.19\|130.60\|115.19\|221945;2026-08-06\|130.70\|2.10\|124.00\|134.77\|123.46\|162495;2026-08-07\|137.51\|5.21\|130.12\|139.50\|128.05\|149708;2026-08-10\|141.31\|2.76\|140.26\|144.65\|131.28\|167999;2026-08-11\|140.00\|-0.93\|140.00\|147.50\|137.18\|128354;2026-08-12\|136.90\|-2.21\|139.88\|140.00\|134.80\|114552;2026-08-13\|135.77\|-0.83\|140.00\|143.20\|135.60\|128086;2026-08-14\|143.00\|5.33\|140.00\|143.43\|136.00\|117274;2026-08-17\|139.81\|-2.23\|143.79\|145.80\|126.00\|283021;2026-08-18\|143.58\|2.70\|139.00\|144.98\|135.66\|188577;2026-08-19\|120.00\|-16.42\|135.80\|139.80\|118.70\|249350;2026-08-20\|121.81\|1.51\|125.00\|125.65\|119.39\|150158;2026-08-21\|124.35\|2.09\|121.97\|126.42\|119.57\|99206;2026-08-24\|115.07\|-7.46\|124.00\|124.00\|111.00\|158153;2026-08-25\|117.32\|1.96\|113.20\|118.33\|108.75\|126567;2026-08-26\|120.40\|2.63\|118.41\|124.99\|115.59\|114170;2026-08-27\|129.55\|7.60\|122.16\|131.48\|119.01\|190892;2026-08-28\|119.58\|-7.70\|128.13\|129.55\|119.33\|135936;2026-08-31\|125.23\|4.72\|116.94\|126.77\|115.50\|160978;2026-09-01\|122.00\|-2.58\|124.90\|127.50\|121.20\|114276;2026-09-02\|117.38\|-3.79\|120.57\|120.57\|117.00\|82497;2026-09-03\|118.76\|1.18\|119.99\|121.00\|116.35\|71067;2026-09-04\|114.00\|-4.01\|120.00\|122.76\|112.77\|82284;2026-09-07\|120.52\|5.72\|116.20\|121.87\|115.00\|98622;2026-09-08\|114.85\|-4.70\|120.08\|121.99\|114.20\|72831;2026-09-09\|118.40\|3.09\|115.29\|120.36\|114.74\|90524;2026-09-10\|111.59\|-5.75\|119.45\|123.24\|109.29\|175904;2026-09-11\|107.00\|-4.11\|108.63\|109.75\|103.10\|146236;2026-09-14\|105.29\|-1.60\|106.85\|108.45\|103.60\|108276;2026-09-15\|108.89\|3.42\|106.00\|112.96\|106.00\|140809;2026-09-16\|112.60\|3.41\|109.05\|114.87\|106.81\|114238;2026-09-17\|112.50\|-0.09\|112.80\|115.70\|111.34\|98616;2026-09-18\|113.17\|0.60\|115.62\|118.24\|112.02\|140816;2026-09-21\|114.73\|1.38\|118.53\|119.66\|112.92\|161055;2026-09-22\|116.46\|1.51\|120.01\|124.99\|115.54\|198030;2026-09-23\|119.29\|2.43\|116.46\|120.60\|115.70\|123133;2026-09-24\|112.40\|-5.78\|116.91\|118.12\|110.02\|136203;2026-09-28\|100.71\|-10.40\|110.40\|112.00\|99.88\|145012;2026-09-29\|102.98\|2.25\|99.71\|103.72\|99.40\|105982;2026-09-30\|95.00\|-7.75\|104.49\|104.49\|94.22\|193040;2026-10-08\|90.39\|-4.85\|95.00\|96.26\|88.96\|257981;2026-10-09\|86.66\|-4.13\|88.86\|88.86\|82.68\|182353;2026-10-12\|83.15\|-4.05\|86.00\|88.22\|82.00\|109549;2026-10-13\|82.15\|-1.20\|80.00\|83.33\|77.22\|124066;2026-10-14\|80.69\|-1.78\|82.67\|85.38\|80.50\|99247;2026-10-15\|75.40\|-6.56\|77.00\|79.50\|74.61\|138042;2026-10-16\|76.00\|0.80\|77.66\|80.67\|75.28\|131103;2026-10-19\|74.60\|-1.84\|75.70\|78.00\|72.00\|114128;2026-10-20\|76.77\|2.91\|74.45\|80.29\|73.39\|120088;2026-10-21\|75.04\|-2.25\|78.69\|79.40\|74.50\|116550;2026-10-22\|72.16\|-3.84\|76.00\|76.47\|70.34\|134752;2026-10-23\|75.39\|4.48\|70.11\|76.33\|67.28\|169075;2026-10-26\|71.00\|-5.82\|74.64\|74.99\|70.20\|99893;2026-10-27\|67.45\|-5.00\|72.10\|72.87\|67.10\|79855;2026-10-28\|72.26\|7.13\|69.00\|73.33\|67.95\|119598;2026-10-29\|66.93\|-7.38\|71.90\|71.90\|66.66\|91087;2026-10-30\|64.49\|-3.65\|63.59\|69.17\|62.80\|126243;2026-11-02\|63.69\|-1.24\|65.33\|66.09\|60.70\|144126;2026-11-03\|60.04\|-5.73\|63.70\|65.94\|58.90\|166079;2026-11-04\|68.39\|13.91\|60.00\|68.86\|59.22\|196417;2026-11-05\|70.89\|3.66\|66.63\|73.93\|66.33\|197196;2026-11-06\|65.14\|-8.11\|66.60\|68.45\|64.18\|155338;2026-11-09\|67.07\|2.96\|66.67\|70.67\|65.24\|164520;2026-11-10\|68.43\|2.03\|69.99\|71.28\|67.81\|130511;2026-11-11\|71.22\|4.08\|69.36\|72.62\|67.53\|169795
121981	美股存储板块大涨；长鑫科技总市值突破4万亿	半导体附属装备+光刻胶剥离液+产品测试进展行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月1日机构调研，公司围绕半导体生产主设备打造附属装备和核心零部件平台，研制涵盖L/S、LOC-VOC、真空设备、温控设备等多品类核心产品，已在重要技术路线掌握、核心工艺段覆盖等方面取得成绩。 2、据2026年4月23日年报，公司“国产半导体制程附属设备及关键零部件项目一期”正式投产；L/S设备新机型在国际知名半导体客户ETCH制程测试，多级罗茨真空设备部分产品已发送至国际知名半导体客户验证测试。 3、据2026年4月23日年报及2025年7月24日公告，公司电子化学品材料包括光刻胶剥离液、蚀刻液等，2025年该业务收入4,949.44万元，同比增长72.28%。	公司为华为武汉研发生产项目-海思光工厂洁净室提供工艺废气治理系统	2026-07-02\|49.77\|-10.00\|54.55\|54.80\|49.77\|161199;2026-07-03\|48.21\|-3.13\|47.67\|50.59\|47.30\|124058;2026-07-06\|45.91\|-4.77\|47.66\|49.60\|45.54\|77596;2026-07-07\|44.17\|-3.79\|45.47\|46.37\|43.90\|67716;2026-07-08\|42.27\|-4.30\|44.26\|44.88\|41.40\|52771;2026-07-09\|42.99\|1.70\|43.12\|43.35\|40.95\|48068;2026-07-10\|40.75\|-5.21\|43.18\|44.55\|40.71\|66642;2026-07-13\|37.09\|-8.98\|40.24\|40.98\|36.93\|57476;2026-07-14\|36.92\|-0.46\|37.00\|37.89\|35.28\|52577;2026-07-15\|34.93\|-5.39\|36.95\|37.38\|34.66\|49900;2026-07-16\|32.48\|-7.01\|34.80\|34.93\|32.00\|49022;2026-07-17\|29.41\|-9.45\|33.04\|33.04\|29.24\|68798;2026-07-20\|26.47\|-10.00\|29.78\|29.82\|26.47\|73710;2026-07-21\|28.18\|6.46\|27.44\|28.33\|23.82\|115747;2026-07-22\|27.12\|-3.76\|27.23\|29.17\|26.80\|82074;2026-07-23\|26.70\|-1.55\|27.44\|28.00\|26.30\|48410;2026-07-24\|27.10\|1.50\|26.85\|28.45\|26.50\|67215;2026-07-27\|27.81\|2.62\|26.73\|27.94\|26.26\|55850;2026-07-28\|26.22\|-5.72\|27.55\|28.83\|26.00\|58197;2026-07-29\|25.32\|-3.43\|25.49\|26.55\|24.05\|78346;2026-07-30\|23.18\|-8.45\|25.18\|25.63\|22.90\|77347;2026-07-31\|23.97\|3.41\|24.15\|25.50\|23.96\|97156;2026-08-03\|23.27\|-2.92\|24.30\|24.30\|23.08\|82679;2026-08-04\|24.78\|6.49\|23.37\|24.87\|23.19\|62944;2026-08-05\|26.24\|5.89\|24.74\|26.49\|24.60\|82926;2026-08-06\|26.93\|2.63\|25.65\|27.05\|25.65\|59996;2026-08-07\|28.12\|4.42\|26.83\|28.54\|26.40\|63695;2026-08-10\|27.80\|-1.14\|28.35\|28.52\|27.09\|54842;2026-08-11\|27.87\|0.25\|27.79\|28.58\|26.93\|44414;2026-08-12\|28.45\|2.08\|28.16\|28.79\|27.88\|37510;2026-08-13\|27.77\|-2.39\|28.64\|29.05\|27.70\|30944;2026-08-14\|28.55\|2.81\|27.82\|28.64\|27.82\|36241;2026-08-17\|29.93\|4.83\|28.85\|30.32\|28.67\|51151;2026-08-18\|29.45\|-1.60\|30.50\|30.59\|28.87\|42395;2026-08-19\|27.25\|-7.47\|28.70\|29.05\|27.10\|50868;2026-08-20\|27.46\|0.77\|27.78\|28.15\|27.05\|40655;2026-08-21\|27.45\|-0.04\|27.21\|27.86\|26.60\|40276;2026-08-24\|27.17\|-1.02\|27.62\|27.89\|26.66\|40537;2026-08-25\|27.13\|-0.15\|26.98\|27.42\|25.95\|29763;2026-08-26\|27.01\|-0.44\|27.26\|27.50\|26.60\|32689;2026-08-27\|27.64\|2.33\|27.01\|27.91\|26.76\|36902;2026-08-28\|26.59\|-3.80\|27.49\|28.20\|26.55\|40689;2026-08-31\|27.30\|2.67\|26.12\|27.35\|26.00\|37997;2026-09-01\|26.26\|-3.81\|27.25\|27.80\|26.02\|33250;2026-09-02\|25.86\|-1.52\|26.00\|26.23\|25.56\|28796;2026-09-03\|25.93\|0.27\|26.25\|26.52\|25.58\|26884;2026-09-04\|25.50\|-1.66\|25.93\|26.69\|25.30\|27096;2026-09-07\|26.18\|2.67\|25.75\|27.50\|25.73\|40023;2026-09-08\|25.87\|-1.18\|26.00\|26.68\|25.83\|30819;2026-09-09\|25.70\|-0.66\|25.87\|26.86\|25.60\|28713;2026-09-10\|25.40\|-1.17\|25.57\|26.00\|25.22\|21026;2026-09-11\|24.78\|-2.44\|25.10\|25.38\|23.95\|23038;2026-09-14\|24.87\|0.36\|24.60\|25.17\|24.19\|19354;2026-09-15\|25.13\|1.05\|24.87\|25.49\|24.50\|21621;2026-09-16\|26.48\|5.37\|25.13\|26.61\|24.98\|40488;2026-09-17\|26.18\|-1.13\|26.41\|26.97\|25.95\|31184;2026-09-18\|26.90\|2.75\|26.56\|27.31\|26.28\|30089;2026-09-21\|26.78\|-0.45\|26.99\|27.20\|26.67\|21504;2026-09-22\|26.69\|-0.34\|27.20\|27.28\|26.55\|21321;2026-09-23\|26.98\|1.09\|26.72\|27.15\|26.56\|19663;2026-09-24\|26.51\|-1.74\|26.80\|27.21\|26.30\|20904;2026-09-28\|25.25\|-4.75\|26.64\|26.65\|24.72\|25401;2026-09-29\|24.97\|-1.11\|25.00\|25.35\|24.81\|20224;2026-09-30\|24.21\|-3.04\|25.34\|25.34\|24.05\|22704;2026-10-08\|23.55\|-2.73\|24.26\|25.56\|23.29\|39525;2026-10-09\|22.93\|-2.63\|23.76\|23.79\|21.80\|38469;2026-10-12\|22.47\|-2.01\|22.81\|23.19\|22.19\|27197;2026-10-13\|22.59\|0.53\|22.24\|22.78\|21.28\|28333;2026-10-14\|21.90\|-3.05\|22.53\|22.92\|21.90\|20936;2026-10-15\|21.23\|-3.06\|21.02\|21.70\|20.77\|28708;2026-10-16\|21.17\|-0.28\|21.51\|21.74\|20.93\|22358;2026-10-19\|20.93\|-1.13\|20.94\|21.16\|20.22\|21042;2026-10-20\|21.40\|2.25\|20.85\|21.67\|20.72\|19265;2026-10-21\|21.19\|-0.98\|21.45\|21.83\|21.05\|18693;2026-10-22\|20.44\|-3.54\|21.19\|21.40\|20.42\|20715;2026-10-23\|20.72\|1.37\|20.20\|20.80\|18.88\|38779;2026-10-26\|20.41\|-1.50\|20.79\|20.79\|20.25\|21956;2026-10-27\|19.55\|-4.21\|20.65\|20.79\|19.55\|16632;2026-10-28\|20.60\|5.37\|19.73\|20.78\|19.53\|27855;2026-10-29\|19.85\|-3.64\|20.60\|20.60\|19.85\|24756;2026-10-30\|18.82\|-5.19\|19.66\|20.21\|18.82\|32504;2026-11-02\|19.52\|3.72\|19.23\|19.59\|18.75\|24927;2026-11-03\|18.88\|-3.28\|19.56\|19.62\|18.73\|28191;2026-11-04\|20.09\|6.41\|18.88\|20.09\|18.36\|41760;2026-11-05\|20.54\|2.24\|20.08\|20.78\|19.66\|33188;2026-11-06\|19.96\|-2.82\|19.66\|20.37\|19.50\|25804;2026-11-09\|19.89\|-0.35\|20.23\|20.40\|19.58\|20246;2026-11-10\|20.35\|2.31\|20.40\|20.50\|20.11\|16070;2026-11-11\|20.61\|1.28\|20.41\|20.67\|20.15\|19993
121980	美股存储板块大涨；长鑫科技总市值突破4万亿	存储芯片+企业级SSD+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月26日互动易，公司表示AI大模型训练与推理正驱动存储需求快速增长，存储从算力配套升级为AI核心基础设施，当前公司在手订单充足，预期能够保持良好的业绩水平。 2、据2026年5月13日机构调研，2026年公司发布SATA/PCIe双模企业级SSD主控H3361，企业级业务加速扩张，产品已进入多家国内互联网及服务器厂商供应链并实现规模销售，收入规模及占比持续提升；5月12日公司光明智能制造基地启动，定位高端制造与测试验证中心。 3、据2026年4月30日公告，公司2026年一季度实现营收75.38亿元，同比增长502.08%；归母净利润33.46亿元，同比扭亏为盈，主要得益于AI服务器、数据中心需求爆发，存储行业景气度持续提升。	公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式存储、内存条等	2026-07-02\|811.00\|-9.20\|829.54\|872.83\|806.00\|160378;2026-07-03\|881.91\|8.74\|804.75\|892.10\|795.00\|198003;2026-07-06\|935.00\|6.02\|877.10\|954.19\|860.00\|216857;2026-07-07\|851.00\|-8.98\|870.00\|900.00\|845.28\|143597;2026-07-08\|825.00\|-3.06\|866.31\|870.24\|790.00\|139865;2026-07-09\|860.48\|4.30\|840.01\|867.88\|798.88\|163888;2026-07-10\|799.98\|-7.03\|859.99\|878.99\|799.90\|150891;2026-07-13\|719.98\|-10.00\|755.28\|774.23\|719.98\|113759;2026-07-14\|736.00\|2.23\|716.63\|740.00\|663.26\|170348;2026-07-15\|662.40\|-10.00\|662.40\|662.40\|662.40\|26504;2026-07-16\|596.16\|-10.00\|596.16\|596.16\|596.16\|8321;2026-07-17\|536.54\|-10.00\|536.54\|536.54\|536.54\|21076;2026-07-20\|482.89\|-10.00\|482.89\|500.00\|482.89\|177602;2026-07-21\|508.00\|5.20\|450.01\|530.00\|434.60\|406326;2026-07-22\|457.20\|-10.00\|480.00\|485.96\|457.20\|256480;2026-07-23\|435.00\|-4.86\|444.00\|468.68\|431.47\|261887;2026-07-24\|399.89\|-8.07\|431.28\|432.00\|398.05\|252081;2026-07-27\|401.60\|0.43\|399.89\|405.58\|378.00\|215021;2026-07-28\|361.44\|-10.00\|381.53\|401.50\|361.44\|192939;2026-07-29\|354.58\|-1.90\|361.00\|363.00\|334.00\|247036;2026-07-30\|390.04\|10.00\|359.33\|390.04\|352.00\|306387;2026-07-31\|385.90\|-1.06\|429.04\|429.04\|385.04\|422580;2026-08-03\|349.00\|-9.56\|373.94\|376.61\|348.96\|272145;2026-08-04\|364.18\|4.35\|352.03\|369.31\|347.00\|247688;2026-08-05\|386.24\|6.06\|363.00\|393.39\|360.00\|274501;2026-08-06\|388.25\|0.52\|371.34\|397.51\|367.00\|227112;2026-08-07\|404.16\|4.10\|388.32\|412.25\|388.00\|249973;2026-08-10\|400.80\|-0.83\|408.00\|415.00\|390.00\|195807;2026-08-11\|400.99\|0.05\|397.50\|414.00\|395.02\|180555;2026-08-12\|407.58\|1.64\|404.01\|413.72\|395.11\|166227;2026-08-13\|396.53\|-2.71\|416.88\|424.66\|396.00\|192819;2026-08-14\|406.19\|2.44\|410.02\|415.09\|399.00\|140694;2026-08-17\|435.40\|7.19\|410.02\|443.60\|406.60\|210540;2026-08-18\|437.33\|0.44\|440.00\|450.65\|428.96\|201430;2026-08-19\|393.80\|-9.95\|415.40\|419.85\|393.60\|193453;2026-08-20\|398.10\|1.09\|400.01\|403.92\|390.01\|101615;2026-08-21\|415.12\|4.28\|398.10\|423.00\|393.00\|152184;2026-08-24\|400.36\|-3.56\|413.33\|415.00\|386.16\|137310;2026-08-25\|397.03\|-0.83\|390.00\|406.85\|386.15\|105314;2026-08-26\|390.69\|-1.60\|398.19\|401.98\|389.24\|86405;2026-08-27\|429.76\|10.00\|395.19\|429.76\|392.33\|209854;2026-08-28\|429.03\|-0.17\|437.50\|448.25\|429.01\|191818;2026-08-31\|436.50\|1.74\|422.31\|442.32\|420.50\|133741;2026-09-01\|418.04\|-4.23\|436.65\|439.18\|416.88\|104139;2026-09-02\|412.93\|-1.22\|408.51\|420.80\|408.50\|77505;2026-09-03\|405.06\|-1.91\|417.00\|417.70\|401.68\|88098;2026-09-04\|391.30\|-3.40\|409.03\|413.00\|388.00\|102111;2026-09-07\|403.98\|3.24\|401.12\|407.80\|398.50\|106160;2026-09-08\|416.82\|3.18\|404.06\|431.00\|401.03\|156467;2026-09-09\|409.66\|-1.72\|421.04\|425.00\|407.22\|95117;2026-09-10\|418.22\|2.09\|408.03\|426.90\|407.00\|123295;2026-09-11\|402.73\|-3.70\|405.00\|407.61\|391.33\|137822;2026-09-14\|387.90\|-3.68\|393.00\|395.70\|387.01\|89047;2026-09-15\|385.98\|-0.49\|385.04\|393.88\|381.00\|86724;2026-09-16\|401.00\|3.89\|383.55\|402.33\|382.01\|114327;2026-09-17\|396.93\|-1.01\|397.25\|410.58\|396.08\|90468;2026-09-18\|413.09\|4.07\|408.11\|416.85\|400.57\|128254;2026-09-21\|415.00\|0.46\|421.00\|424.85\|411.29\|103970;2026-09-22\|411.57\|-0.83\|421.02\|424.80\|408.12\|119492;2026-09-23\|410.32\|-0.30\|419.01\|419.80\|409.38\|79665;2026-09-24\|394.43\|-3.87\|404.01\|404.61\|393.70\|77110;2026-09-28\|371.28\|-5.87\|394.58\|396.98\|367.67\|96799;2026-09-29\|372.20\|0.25\|374.00\|375.55\|367.01\|71452;2026-09-30\|358.46\|-3.69\|373.00\|373.99\|355.15\|85452;2026-10-08\|341.48\|-4.74\|358.00\|358.46\|338.67\|81170;2026-10-09\|336.91\|-1.34\|336.37\|339.46\|319.62\|94359;2026-10-12\|321.43\|-4.59\|332.53\|333.00\|321.00\|61903;2026-10-13\|233.78\|2.30\|222.00\|237.88\|218.03\|127003;2026-10-14\|225.50\|-3.54\|233.81\|233.90\|223.30\|94719;2026-10-15\|211.05\|-6.41\|218.00\|218.00\|208.61\|133973;2026-10-16\|206.01\|-2.39\|215.01\|216.04\|204.50\|124821;2026-10-19\|219.19\|6.40\|207.06\|226.61\|206.64\|236618;2026-10-20\|219.55\|0.16\|219.19\|228.99\|216.50\|205383;2026-10-21\|233.81\|6.50\|226.10\|240.86\|221.55\|232443;2026-10-22\|243.17\|4.00\|233.00\|250.01\|222.00\|292562;2026-10-23\|251.00\|3.22\|235.10\|253.98\|233.07\|322929;2026-10-26\|242.52\|-3.38\|248.49\|260.78\|239.28\|280117;2026-10-27\|224.00\|-7.64\|245.20\|247.88\|224.00\|229761;2026-10-28\|230.56\|2.93\|228.48\|235.82\|220.97\|232505;2026-10-29\|215.40\|-6.58\|226.18\|228.88\|215.20\|184632;2026-10-30\|209.71\|-2.64\|209.00\|221.85\|205.89\|175753;2026-11-02\|207.78\|-0.92\|213.90\|215.50\|206.00\|182905;2026-11-03\|187.00\|-10.00\|200.80\|201.23\|187.00\|224467;2026-11-04\|200.09\|7.00\|187.00\|202.88\|182.27\|268526;2026-11-05\|200.78\|0.34\|191.91\|205.45\|191.48\|222850;2026-11-06\|185.95\|-7.39\|185.86\|192.73\|183.11\|172329;2026-11-09\|187.37\|0.76\|189.00\|192.74\|185.44\|123341;2026-11-10\|192.64\|2.81\|193.01\|196.00\|190.19\|144708;2026-11-11\|205.37\|6.61\|191.96\|207.00\|191.96\|203346
121979	美股存储板块大涨；长鑫科技总市值突破4万亿	HBM检测+半导体设备+一季报增长行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月28日年报，公司在HBM制造检测等领域形成差异化优势，核心产品包括无图/有图/边缘/背面/复合一体晶圆缺陷检测设备，为Samsung、SUMCO、奕斯伟等境内外头部厂商核心供应商。 2、据2026年6月3日互动易，公司2025年出货至国内头部FAB厂的晶圆边缘全维度检测设备现已获客户验收通过，得到客户高度认可，同步正积极推进晶圆背面缺陷检测设备。 3、据2026年4月28日公告，公司2026年一季度实现营收7.75亿元，同比增长6.11%；归母净利润9106.40万元，同比增长33.21%。	公司通过收购日本 Optima 掌握晶圆缺陷检测等核心技术，是国内唯一能量产 HBM 量测设备的企业，且半导体设备产品线丰富，涵盖晶圆字符检测机、激光开槽机等，为国产芯片生产提供关键设备支持	2026-07-02\|72.86\|-10.00\|72.86\|75.20\|72.86\|342405;2026-07-03\|68.05\|-6.60\|68.14\|70.50\|66.62\|388441;2026-07-06\|67.99\|-0.09\|68.88\|69.88\|64.80\|291049;2026-07-07\|68.25\|0.38\|67.77\|69.80\|66.10\|202019;2026-07-08\|67.80\|-0.66\|67.70\|69.78\|63.00\|289901;2026-07-09\|72.09\|6.33\|69.20\|72.30\|67.00\|314344;2026-07-10\|65.95\|-8.52\|72.99\|74.30\|65.90\|405231;2026-07-13\|62.17\|-5.73\|64.31\|67.30\|61.93\|278533;2026-07-14\|61.27\|-1.45\|62.27\|63.20\|58.50\|245546;2026-07-15\|57.45\|-6.23\|62.50\|63.28\|56.89\|216986;2026-07-16\|52.06\|-9.38\|56.00\|57.50\|51.71\|287571;2026-07-17\|46.85\|-10.01\|52.02\|52.15\|46.85\|265089;2026-07-20\|42.17\|-9.99\|47.56\|47.85\|42.17\|256698;2026-07-21\|45.86\|8.75\|42.48\|46.05\|38.00\|403079;2026-07-22\|44.40\|-3.18\|44.99\|46.88\|43.93\|291914;2026-07-23\|43.24\|-2.61\|45.29\|45.40\|42.80\|184556;2026-07-24\|43.71\|1.09\|42.80\|45.27\|41.66\|244319;2026-07-27\|44.75\|2.38\|43.74\|45.30\|42.67\|216813;2026-07-28\|41.87\|-6.44\|43.60\|45.16\|41.60\|194295;2026-07-29\|40.50\|-3.27\|41.78\|42.34\|38.48\|254076;2026-07-30\|37.29\|-7.93\|40.00\|40.90\|36.60\|275401;2026-07-31\|38.50\|3.24\|40.40\|41.02\|38.50\|270698;2026-08-03\|36.61\|-4.91\|38.00\|38.70\|36.44\|193619;2026-08-04\|39.24\|7.18\|36.99\|39.81\|36.61\|211600;2026-08-05\|41.96\|6.93\|39.51\|42.53\|39.20\|242827;2026-08-06\|42.98\|2.43\|40.88\|43.76\|40.77\|227007;2026-08-07\|44.41\|3.33\|42.98\|44.88\|42.70\|222857;2026-08-10\|44.43\|0.04\|45.37\|45.39\|43.30\|199474;2026-08-11\|43.86\|-1.28\|44.10\|44.98\|43.30\|148274;2026-08-12\|46.44\|5.88\|44.50\|46.61\|44.06\|241581;2026-08-13\|46.27\|-0.37\|47.20\|49.86\|46.11\|363119;2026-08-14\|48.25\|4.28\|47.00\|48.80\|46.24\|271583;2026-08-17\|49.48\|2.55\|48.09\|49.50\|47.39\|285475;2026-08-18\|51.52\|4.12\|49.81\|52.87\|49.61\|334194;2026-08-19\|46.37\|-10.00\|49.00\|50.59\|46.37\|311574;2026-08-20\|46.82\|0.97\|47.41\|47.96\|46.21\|205891;2026-08-21\|46.75\|-0.15\|46.56\|47.82\|45.77\|162694;2026-08-24\|47.60\|1.82\|47.06\|48.49\|45.50\|224182;2026-08-25\|47.10\|-1.05\|47.08\|48.38\|44.80\|240201;2026-08-26\|46.18\|-1.95\|47.10\|47.36\|44.80\|215883;2026-08-27\|48.48\|4.98\|46.22\|49.20\|45.68\|276300;2026-08-28\|47.45\|-2.12\|48.48\|49.51\|47.38\|171574;2026-08-31\|49.18\|3.65\|46.18\|49.39\|46.00\|205281;2026-09-01\|47.15\|-4.13\|49.77\|49.94\|47.05\|178459;2026-09-02\|46.57\|-1.23\|46.44\|47.29\|46.20\|113243;2026-09-03\|46.32\|-0.54\|47.22\|47.71\|45.76\|131982;2026-09-04\|43.70\|-5.66\|46.84\|47.10\|43.18\|220209;2026-09-07\|45.55\|4.23\|44.50\|45.88\|44.15\|172048;2026-09-08\|45.57\|0.04\|45.84\|47.08\|44.82\|161289;2026-09-09\|45.12\|-0.99\|45.94\|46.75\|44.96\|103748;2026-09-10\|45.00\|-0.27\|44.70\|45.79\|44.31\|97297;2026-09-11\|43.85\|-2.56\|44.11\|44.98\|42.10\|132309;2026-09-14\|44.11\|0.59\|43.10\|44.37\|42.04\|86068;2026-09-15\|45.05\|2.13\|44.00\|45.56\|43.93\|113202;2026-09-16\|46.49\|3.20\|45.00\|46.97\|44.68\|121525;2026-09-17\|45.93\|-1.20\|46.12\|46.79\|45.51\|93431;2026-09-18\|47.36\|3.11\|46.80\|47.65\|45.77\|147104;2026-09-21\|46.52\|-1.77\|47.86\|47.90\|46.35\|149485;2026-09-22\|45.85\|-1.44\|47.40\|47.49\|45.63\|140672;2026-09-23\|46.90\|2.29\|45.96\|47.34\|45.90\|128618;2026-09-24\|46.02\|-1.88\|46.42\|47.30\|45.88\|104975;2026-09-28\|42.91\|-6.76\|45.67\|45.80\|42.43\|127817;2026-09-29\|42.94\|0.07\|42.80\|43.59\|42.55\|82064;2026-09-30\|41.82\|-2.61\|43.25\|43.40\|41.55\|83780;2026-10-08\|39.16\|-6.36\|42.13\|42.20\|38.72\|146186;2026-10-09\|37.67\|-3.80\|38.96\|39.00\|36.12\|158159;2026-10-12\|36.69\|-2.60\|37.36\|37.75\|36.21\|104806;2026-10-13\|36.48\|-0.57\|35.71\|36.93\|34.63\|110280;2026-10-14\|35.16\|-3.62\|36.15\|36.52\|35.13\|81421;2026-10-15\|33.80\|-3.87\|33.75\|34.39\|33.33\|114856;2026-10-16\|33.87\|0.21\|34.82\|34.85\|33.50\|100095;2026-10-19\|33.72\|-0.44\|33.64\|34.05\|32.40\|100863;2026-10-20\|34.89\|3.47\|33.72\|35.23\|33.36\|117569;2026-10-21\|34.81\|-0.23\|35.30\|35.47\|34.73\|79679;2026-10-22\|34.20\|-1.75\|34.81\|35.10\|33.66\|121912;2026-10-23\|35.31\|3.25\|33.50\|35.45\|32.34\|165121;2026-10-26\|34.43\|-2.49\|35.00\|35.30\|34.20\|108070;2026-10-27\|34.51\|0.23\|36.50\|36.98\|34.51\|222177;2026-10-28\|35.80\|3.74\|35.38\|36.34\|34.80\|192600;2026-10-29\|34.24\|-4.36\|35.71\|35.83\|34.24\|147123;2026-10-30\|32.87\|-4.00\|32.80\|34.88\|32.78\|135614;2026-11-02\|34.35\|4.50\|33.22\|34.89\|33.05\|170240;2026-11-03\|32.60\|-5.09\|33.80\|34.16\|32.42\|145811;2026-11-04\|35.86\|10.00\|32.89\|35.86\|32.41\|208245;2026-11-05\|37.29\|3.99\|35.38\|38.32\|35.04\|233746;2026-11-06\|36.58\|-1.90\|35.00\|37.29\|34.91\|158764;2026-11-09\|36.57\|-0.03\|37.09\|37.27\|36.47\|115207;2026-11-10\|40.23\|10.01\|37.71\|40.23\|37.35\|211645;2026-11-11\|42.90\|6.64\|40.20\|43.00\|39.62\|317638
121978	美股存储板块大涨；长鑫科技总市值突破4万亿	参股宇树科技+半导体设备+温控设备行业原因：据证券时报6月3日报道，隔夜美股费城半导体指数暴涨近6%再创历史新高，迈威尔科技涨超30%，提振A股半导体板块情绪。公司原因： 1、据21世纪经济报道2026年6月1日报道，宇树科技科创板IPO过会；据2026年5月22日投资者关系管理信息，公司确认直接及间接参投项目覆盖人工智能等领域，已成功投出宇树科技等上市及拟上市企业。 2、据2026年5月22日投资者关系管理信息，公司将半导体领域作为战略核心方向，控股无锡暖芯半导体51%股权，其半导体温控设备产品已成功导入华润微电子、拓荆科技、中微公司等知名客户供应链。 3、据2026年5月22日投资者关系管理信息，公司自主设立苏州致源真空科技聚焦半导体分子泵研发生产，并控股上海寰鼎集成电路，布局RTP快速热处理设备及封测设备市场，打造第二增长曲线。	公司2025年12月完成对暖芯科技51%股权收购，切入半导体温控设备及配套零配件赛道，并合资设立苏州致源真空科技布局分子泵，形成“核心温控设备+配套零配件”一体化体系，产品已导入华润微电子、拓荆科技、广州芯粤能等头部客户	2026-07-02\|30.96\|-8.40\|32.00\|34.49\|30.88\|293769;2026-07-03\|29.60\|-4.39\|30.92\|31.30\|29.51\|226931;2026-07-06\|29.75\|0.51\|29.62\|32.20\|28.80\|236437;2026-07-07\|28.79\|-3.23\|29.78\|30.49\|28.20\|157657;2026-07-08\|27.18\|-5.59\|28.98\|30.00\|26.67\|174912;2026-07-09\|26.51\|-2.46\|27.85\|27.98\|25.40\|211696;2026-07-10\|27.17\|2.49\|26.96\|29.00\|26.08\|200215;2026-07-13\|24.45\|-10.01\|26.89\|27.41\|24.45\|147639;2026-07-14\|25.69\|5.07\|24.00\|26.13\|24.00\|180835;2026-07-15\|26.45\|2.96\|26.50\|27.26\|25.69\|143091;2026-07-16\|25.00\|-5.48\|26.47\|26.50\|24.75\|114428;2026-07-17\|23.00\|-8.00\|24.80\|24.86\|22.50\|172600;2026-07-20\|20.77\|-9.70\|23.55\|23.98\|20.70\|175862;2026-07-21\|21.56\|3.80\|20.60\|21.58\|18.69\|269433;2026-07-22\|20.65\|-4.22\|21.20\|21.80\|20.30\|160544;2026-07-23\|20.57\|-0.39\|20.79\|21.30\|20.00\|145205;2026-07-24\|21.24\|3.26\|20.23\|21.75\|19.86\|158258;2026-07-27\|21.77\|2.50\|20.94\|21.87\|20.88\|151193;2026-07-28\|20.26\|-6.94\|21.63\|21.93\|20.00\|151143;2026-07-29\|19.25\|-4.99\|20.11\|20.36\|18.25\|220693;2026-07-30\|17.94\|-6.81\|19.01\|19.38\|17.33\|212696;2026-07-31\|19.47\|8.53\|19.38\|19.73\|19.30\|288709;2026-08-03\|18.15\|-6.78\|19.91\|20.35\|18.01\|275722;2026-08-04\|19.68\|8.43\|18.46\|19.97\|18.01\|232647;2026-08-05\|20.83\|5.84\|19.56\|21.26\|19.40\|206804;2026-08-06\|21.24\|1.97\|20.68\|21.33\|20.16\|175516;2026-08-07\|21.69\|2.12\|21.78\|21.99\|21.04\|165813;2026-08-10\|21.34\|-1.61\|21.71\|22.16\|21.07\|122557;2026-08-11\|21.36\|0.09\|21.17\|21.69\|20.50\|126473;2026-08-12\|22.25\|4.17\|21.36\|22.35\|21.00\|117214;2026-08-13\|21.39\|-3.87\|22.25\|22.68\|21.35\|127516;2026-08-14\|21.45\|0.28\|21.50\|21.76\|20.96\|100364;2026-08-17\|23.60\|10.02\|21.70\|23.60\|21.40\|157533;2026-08-18\|22.93\|-2.84\|23.60\|23.90\|22.59\|183525;2026-08-19\|20.89\|-8.90\|22.43\|22.45\|20.79\|157060;2026-08-20\|21.40\|2.44\|21.30\|22.14\|20.88\|136733;2026-08-21\|21.95\|2.57\|21.27\|23.11\|21.00\|176069;2026-08-24\|20.86\|-4.97\|21.90\|22.07\|20.31\|137332;2026-08-25\|21.31\|2.16\|20.50\|21.65\|20.07\|109239;2026-08-26\|21.15\|-0.75\|21.26\|21.55\|20.62\|91458;2026-08-27\|21.84\|3.26\|21.15\|22.12\|21.06\|94021;2026-08-28\|21.47\|-1.69\|21.93\|22.25\|21.44\|85053;2026-08-31\|22.70\|5.73\|21.20\|22.98\|21.01\|122507;2026-09-01\|22.32\|-1.67\|22.54\|22.65\|21.66\|149664;2026-09-02\|22.18\|-0.63\|22.07\|22.56\|21.73\|91780;2026-09-03\|24.40\|10.01\|22.44\|24.40\|22.43\|238932;2026-09-04\|23.43\|-3.98\|25.00\|25.38\|23.19\|334161;2026-09-07\|23.68\|1.07\|23.33\|23.88\|22.86\|248249;2026-09-08\|24.23\|2.32\|23.56\|24.60\|22.67\|272261;2026-09-09\|24.73\|2.06\|24.52\|25.18\|24.07\|284572;2026-09-10\|24.01\|-2.91\|24.41\|24.65\|23.93\|149513;2026-09-11\|23.37\|-2.67\|23.57\|23.89\|22.66\|151938;2026-09-14\|23.01\|-1.54\|23.15\|23.48\|22.51\|116185;2026-09-15\|23.09\|0.35\|22.94\|23.39\|22.70\|94579;2026-09-16\|25.40\|10.00\|23.11\|25.40\|22.90\|303134;2026-09-17\|25.22\|-0.71\|25.31\|25.81\|24.80\|282739;2026-09-18\|26.04\|3.25\|25.61\|26.54\|25.29\|212969;2026-09-21\|26.47\|1.65\|26.10\|26.58\|25.81\|188778;2026-09-22\|26.73\|0.98\|26.66\|27.93\|26.37\|214924;2026-09-23\|27.08\|1.31\|26.66\|27.50\|26.43\|136425;2026-09-24\|26.35\|-2.70\|26.81\|27.80\|26.30\|140380;2026-09-28\|25.11\|-4.71\|26.43\|26.74\|24.97\|123115;2026-09-29\|25.40\|1.15\|25.10\|26.04\|24.85\|108867;2026-09-30\|25.51\|0.43\|25.51\|25.76\|24.50\|121038;2026-10-08\|24.55\|-3.76\|25.75\|25.97\|24.04\|107582;2026-10-09\|23.55\|-4.07\|24.40\|24.41\|22.30\|137126;2026-10-12\|23.09\|-1.95\|23.55\|23.62\|22.53\|73255;2026-10-13\|23.17\|0.35\|22.54\|23.48\|21.91\|84491;2026-10-14\|21.91\|-5.44\|23.15\|23.25\|21.91\|72408;2026-10-15\|20.99\|-4.20\|21.00\|21.60\|20.78\|84519;2026-10-16\|21.19\|0.95\|21.45\|21.84\|20.88\|80489;2026-10-19\|20.67\|-2.45\|20.98\|21.07\|19.50\|98843;2026-10-20\|20.95\|1.35\|20.68\|21.68\|20.52\|74447;2026-10-21\|20.67\|-1.34\|21.22\|21.33\|20.54\|69049;2026-10-22\|19.77\|-4.35\|20.89\|21.17\|19.66\|91225;2026-10-23\|19.82\|0.25\|19.13\|19.96\|18.03\|125371;2026-10-26\|19.07\|-3.78\|19.63\|19.87\|18.62\|105172;2026-10-27\|18.10\|-5.09\|19.40\|19.73\|18.10\|67292;2026-10-28\|18.71\|3.37\|18.47\|18.95\|17.93\|95181;2026-10-29\|17.86\|-4.54\|18.50\|18.91\|17.83\|60569;2026-10-30\|16.60\|-7.05\|17.20\|18.02\|16.60\|104899;2026-11-02\|16.69\|0.54\|16.87\|17.08\|16.14\|108796;2026-11-03\|16.03\|-3.95\|16.51\|17.25\|15.83\|113982;2026-11-04\|17.31\|7.99\|16.20\|17.33\|15.55\|120374;2026-11-05\|18.01\|4.04\|17.00\|18.96\|16.80\|134771;2026-11-06\|17.48\|-2.94\|17.00\|17.68\|16.62\|99380;2026-11-09\|17.61\|0.74\|17.66\|18.03\|17.46\|73703;2026-11-10\|18.16\|3.12\|18.01\|18.30\|17.86\|72155;2026-11-11\|18.86\|3.85\|18.01\|19.00\|18.00\|75817
121977	美股存储板块大涨；长鑫科技总市值突破4万亿	G5级湿电子化学品+存储芯片+上海国资拟入主行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2024年10月22日投资者关系活动记录表，公司G5等级产品主要用于12英寸晶圆制造先进制程的存储芯片、逻辑芯片以及成熟制程的功率器件芯片等；据2026年4月25日年报，公司镇江基地G5等级产品已全面导入成熟制程与先进制程领域，并大量应用于部分12英寸半导体标杆客户。 2、据2026年4月25日年报，公司是国内为数不多的具备为半导体、平板显示及新能源三大领域全系列湿电子化学品供应企业之一，产品线等级已从G2-G4延展至最高G5等级，实现SEMI等级全覆盖。 3、据2026年6月2日公告，控股股东淄博星恒途松与上海福迅科技签署《附条件生效的股份转让协议之补充协议》，拟转让其所持公司23.96%股份，转让完成后公司实控人将变更为上海市国资委。	公司是国内湿电子化学品行业的领先企业之一；公司生产的光刻胶配套试剂主要用于下游半导体和平板显示领域	2026-07-02\|56.90\|8.05\|50.21\|57.93\|47.39\|718705;2026-07-03\|56.26\|-1.12\|54.44\|59.50\|51.21\|754969;2026-07-06\|57.70\|2.56\|57.00\|59.49\|50.98\|643138;2026-07-07\|52.97\|-8.20\|55.10\|56.26\|52.18\|436857;2026-07-08\|47.95\|-9.48\|53.00\|55.12\|47.89\|434400;2026-07-09\|51.01\|6.38\|48.48\|52.75\|46.55\|522676;2026-07-10\|46.58\|-8.68\|51.45\|53.50\|46.58\|485972;2026-07-13\|41.92\|-10.00\|44.47\|46.26\|41.92\|335489;2026-07-14\|41.76\|-0.38\|41.50\|42.30\|39.03\|308493;2026-07-15\|40.15\|-3.86\|42.59\|42.66\|39.80\|207527;2026-07-16\|37.04\|-7.75\|39.13\|40.27\|36.79\|213937;2026-07-17\|35.19\|-4.99\|37.00\|37.34\|34.63\|236222;2026-07-20\|31.67\|-10.00\|36.00\|36.20\|31.67\|203269;2026-07-21\|34.12\|7.74\|31.40\|34.23\|28.50\|448805;2026-07-22\|33.80\|-0.94\|33.17\|35.35\|33.11\|298679;2026-07-23\|31.93\|-5.53\|34.35\|34.80\|31.38\|284182;2026-07-24\|32.24\|0.97\|31.35\|33.16\|31.00\|232409;2026-07-27\|33.45\|3.75\|32.50\|33.45\|31.08\|191027;2026-07-28\|32.10\|-4.04\|33.00\|35.10\|31.64\|282480;2026-07-29\|30.58\|-4.74\|31.86\|32.00\|29.12\|273125;2026-07-30\|27.69\|-9.45\|30.11\|30.47\|27.59\|227718;2026-07-31\|28.00\|1.12\|29.65\|30.46\|27.88\|334388;2026-08-03\|26.64\|-4.86\|28.00\|28.08\|26.53\|225704;2026-08-04\|28.25\|6.04\|27.00\|28.58\|26.80\|189019;2026-08-05\|31.08\|10.02\|28.61\|31.08\|28.36\|107463;2026-08-06\|34.19\|10.01\|31.48\|34.19\|31.40\|327064;2026-08-07\|36.37\|6.38\|36.00\|37.38\|33.90\|544608;2026-08-10\|36.26\|-0.30\|36.25\|36.96\|35.04\|401719;2026-08-11\|35.68\|-1.60\|36.00\|36.96\|35.40\|256006;2026-08-12\|36.09\|1.15\|36.09\|36.40\|35.39\|221665;2026-08-13\|36.44\|0.97\|36.65\|37.30\|36.18\|353631;2026-08-14\|36.18\|-0.71\|36.50\|37.50\|35.30\|288324;2026-08-17\|38.20\|5.58\|36.89\|38.20\|36.20\|364812;2026-08-18\|38.12\|-0.21\|37.82\|39.17\|37.50\|399631;2026-08-19\|36.52\|-4.20\|36.55\|39.29\|36.22\|384861;2026-08-20\|35.28\|-3.40\|36.95\|37.29\|34.91\|309176;2026-08-21\|36.08\|2.27\|35.60\|36.36\|34.38\|231933;2026-08-24\|34.80\|-3.55\|35.00\|35.55\|33.99\|238800;2026-08-25\|34.68\|-0.34\|34.01\|34.91\|32.70\|243637;2026-08-26\|33.03\|-4.76\|34.53\|35.07\|32.60\|224891;2026-08-27\|35.09\|6.24\|33.16\|35.46\|32.93\|274097;2026-08-28\|36.60\|4.30\|35.19\|37.38\|35.00\|345429;2026-08-31\|36.15\|-1.23\|35.58\|36.47\|34.93\|227338;2026-09-01\|34.13\|-5.59\|36.15\|36.15\|33.92\|234692;2026-09-02\|33.50\|-1.85\|33.60\|34.02\|33.27\|157918;2026-09-03\|32.64\|-2.57\|33.80\|33.87\|32.23\|185210;2026-09-04\|31.53\|-3.40\|32.78\|33.28\|31.20\|171279;2026-09-07\|32.69\|3.68\|31.94\|33.11\|31.57\|160596;2026-09-08\|32.26\|-1.32\|32.81\|33.15\|32.00\|137370;2026-09-09\|31.87\|-1.21\|32.40\|33.38\|31.79\|143179;2026-09-10\|31.50\|-1.16\|31.55\|32.07\|31.38\|110853;2026-09-11\|30.57\|-2.95\|31.02\|31.20\|29.52\|146943;2026-09-14\|31.01\|1.44\|30.85\|31.25\|29.60\|113728;2026-09-15\|31.40\|1.26\|30.87\|31.85\|30.66\|123601;2026-09-16\|32.77\|4.36\|31.60\|33.33\|31.07\|199763;2026-09-17\|32.41\|-1.10\|32.60\|33.38\|32.13\|173613;2026-09-18\|33.11\|2.16\|33.15\|33.75\|32.40\|222616;2026-09-21\|32.66\|-1.36\|33.26\|33.41\|32.53\|171550;2026-09-22\|32.51\|-0.46\|33.15\|33.65\|32.31\|179994;2026-09-23\|32.71\|0.62\|32.51\|33.19\|32.23\|111350;2026-09-24\|31.96\|-2.20\|32.44\|33.16\|31.93\|127506;2026-09-28\|30.14\|-5.69\|31.98\|32.00\|29.70\|140226;2026-09-29\|29.59\|-1.82\|29.92\|30.25\|29.45\|98885;2026-09-30\|28.83\|-2.57\|29.87\|29.95\|28.70\|100384;2026-10-08\|28.14\|-2.39\|29.10\|29.79\|27.80\|106528;2026-10-09\|27.63\|-1.81\|28.41\|28.66\|26.53\|192497;2026-10-12\|27.13\|-1.81\|27.50\|28.15\|26.91\|111702;2026-10-13\|27.17\|0.15\|26.30\|27.45\|25.85\|126233;2026-10-14\|26.19\|-3.61\|27.10\|27.20\|26.19\|84984;2026-10-15\|25.16\|-3.93\|25.40\|25.74\|25.00\|110881;2026-10-16\|25.25\|0.36\|25.66\|25.86\|25.09\|104175;2026-10-19\|24.85\|-1.58\|25.01\|25.19\|23.78\|137834;2026-10-20\|25.59\|2.98\|24.89\|25.82\|24.70\|115392;2026-10-21\|25.28\|-1.21\|25.67\|25.95\|25.18\|74113;2026-10-22\|24.26\|-4.03\|25.41\|25.50\|24.15\|103576;2026-10-23\|24.33\|0.29\|23.77\|24.48\|22.50\|159489;2026-10-26\|23.66\|-2.75\|24.00\|24.45\|23.54\|97447;2026-10-27\|22.67\|-4.18\|23.94\|24.20\|22.57\|99159;2026-10-28\|23.24\|2.51\|22.67\|23.54\|22.57\|109477;2026-10-29\|22.39\|-3.66\|23.60\|23.60\|22.38\|94112;2026-10-30\|21.33\|-4.73\|21.80\|22.58\|21.30\|131229;2026-11-02\|22.24\|4.27\|21.60\|22.44\|21.38\|119558;2026-11-03\|21.26\|-4.41\|21.94\|22.36\|21.13\|105459;2026-11-04\|22.88\|7.62\|21.38\|23.00\|21.05\|156351;2026-11-05\|23.60\|3.15\|22.50\|24.12\|22.38\|152570;2026-11-06\|22.99\|-2.58\|22.45\|23.43\|22.40\|109834;2026-11-09\|23.06\|0.30\|23.39\|23.42\|22.94\|73989;2026-11-10\|23.51\|1.95\|23.49\|23.85\|23.42\|85185;2026-11-11\|23.95\|1.87\|23.42\|24.12\|22.95\|85918
121976	美股存储板块大涨；长鑫科技总市值突破4万亿	半导体设备+精密金属结构件+转债强赎行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|87.10\|-7.39\|91.65\|95.55\|87.00\|86119;2026-07-14\|84.30\|-3.21\|88.66\|89.00\|80.27\|82568;2026-07-15\|83.03\|-1.51\|84.84\|87.49\|80.09\|58738;2026-07-16\|75.01\|-9.66\|82.10\|82.60\|74.73\|67349;2026-07-17\|67.51\|-10.00\|75.04\|76.33\|67.51\|66857;2026-07-20\|60.76\|-10.00\|66.05\|69.43\|60.76\|83456;2026-07-21\|64.09\|5.48\|60.76\|64.80\|54.68\|108630;2026-07-22\|66.23\|3.34\|62.79\|70.50\|62.52\|111819;2026-07-23\|65.09\|-1.72\|66.24\|67.50\|63.02\|64843;2026-07-24\|68.56\|5.33\|64.12\|71.60\|63.19\|100887;2026-07-27\|70.59\|2.96\|67.05\|70.88\|65.30\|77927;2026-07-28\|65.94\|-6.59\|69.19\|71.60\|64.64\|58972;2026-07-29\|61.96\|-6.04\|65.93\|66.50\|59.46\|75276;2026-07-30\|55.76\|-10.01\|62.59\|62.80\|55.76\|69854;2026-07-31\|57.87\|3.78\|60.00\|61.34\|57.79\|76151;2026-08-03\|58.10\|0.40\|57.86\|58.72\|55.20\|59334;2026-08-04\|62.00\|6.71\|58.25\|62.36\|57.76\|60189;2026-08-05\|66.60\|7.42\|60.92\|67.20\|60.81\|61543;2026-08-06\|66.71\|0.17\|65.64\|69.00\|64.97\|63463;2026-08-07\|67.50\|1.18\|66.71\|67.90\|64.93\|63341;2026-08-10\|74.25\|10.00\|67.50\|74.25\|67.39\|93645;2026-08-11\|71.71\|-3.42\|73.00\|74.25\|70.00\|69755;2026-08-12\|72.23\|0.73\|71.75\|73.13\|71.40\|50672;2026-08-13\|69.99\|-3.10\|72.38\|73.18\|69.76\|55655;2026-08-14\|70.35\|0.51\|70.35\|72.00\|69.30\|40500;2026-08-17\|72.30\|2.77\|70.39\|72.30\|69.50\|43188;2026-08-18\|79.53\|10.00\|72.14\|79.53\|71.64\|85186;2026-08-19\|71.58\|-10.00\|78.02\|78.49\|71.58\|73395;2026-08-20\|73.77\|3.06\|73.22\|74.80\|69.50\|59844;2026-08-21\|71.63\|-2.90\|72.86\|75.20\|70.00\|51364;2026-08-24\|72.66\|1.44\|71.00\|74.04\|69.70\|54066;2026-08-25\|76.41\|5.16\|70.81\|77.07\|69.00\|71621;2026-08-26\|75.48\|-1.22\|77.00\|77.16\|74.31\|43674;2026-08-27\|80.13\|6.16\|76.26\|82.15\|76.26\|87273;2026-08-28\|82.75\|3.27\|79.64\|86.82\|79.64\|75801;2026-08-31\|83.25\|0.60\|80.50\|83.28\|78.88\|48922;2026-09-01\|78.75\|-5.41\|87.10\|87.25\|77.83\|69545;2026-09-02\|72.60\|-7.81\|77.01\|77.66\|72.20\|66236;2026-09-03\|73.30\|0.96\|73.29\|74.10\|70.61\|59628;2026-09-04\|68.33\|-6.78\|73.90\|74.00\|67.57\|66917;2026-09-07\|68.84\|0.75\|69.73\|70.60\|68.50\|42694;2026-09-08\|64.38\|-6.48\|68.76\|69.46\|63.80\|88773;2026-09-09\|63.90\|-0.75\|64.71\|65.20\|62.67\|74328;2026-09-10\|62.74\|-1.82\|63.57\|63.92\|62.32\|46734;2026-09-11\|60.86\|-3.00\|61.81\|62.00\|58.62\|48189;2026-09-14\|61.57\|1.17\|60.57\|62.22\|58.82\|37746;2026-09-15\|61.61\|0.07\|61.36\|62.91\|60.51\|34643;2026-09-16\|63.55\|3.15\|61.91\|64.22\|61.22\|54178;2026-09-17\|63.17\|-0.60\|63.38\|64.50\|62.74\|39077;2026-09-18\|65.15\|3.13\|64.20\|66.60\|63.50\|63366;2026-09-21\|64.37\|-1.20\|65.50\|66.16\|63.83\|41905;2026-09-22\|63.85\|-0.81\|65.47\|65.73\|63.28\|41600;2026-09-23\|64.82\|1.52\|64.40\|65.16\|63.39\|37045;2026-09-24\|63.10\|-2.65\|63.88\|65.37\|63.03\|40486;2026-09-28\|59.92\|-5.04\|63.10\|63.50\|59.10\|38339;2026-09-29\|59.42\|-0.83\|59.99\|60.50\|58.51\|34234;2026-09-30\|60.40\|1.65\|60.00\|61.18\|57.53\|60143;2026-10-08\|61.46\|1.75\|61.40\|63.52\|59.79\|56902;2026-10-09\|60.06\|-2.28\|61.01\|61.20\|56.60\|58315;2026-10-12\|58.94\|-1.86\|59.39\|61.54\|58.27\|35698;2026-10-13\|61.34\|4.07\|56.89\|62.48\|54.38\|66472;2026-10-14\|58.00\|-5.45\|61.00\|61.80\|57.88\|37074;2026-10-15\|56.99\|-1.74\|55.50\|60.12\|55.50\|42511;2026-10-16\|55.46\|-2.68\|58.07\|58.97\|55.20\|36866;2026-10-19\|53.53\|-3.48\|54.97\|55.09\|52.00\|35923;2026-10-20\|54.63\|2.05\|53.00\|55.55\|52.68\|28593;2026-10-21\|53.50\|-2.07\|55.00\|55.63\|53.30\|23529;2026-10-22\|51.76\|-3.25\|53.62\|55.01\|51.70\|31789;2026-10-23\|52.42\|1.28\|50.04\|52.79\|47.54\|45132;2026-10-26\|50.90\|-2.90\|51.75\|51.92\|49.69\|32342;2026-10-27\|47.16\|-7.35\|51.22\|51.72\|47.06\|37262;2026-10-28\|49.69\|5.36\|47.88\|49.96\|47.22\|46217;2026-10-29\|47.00\|-5.41\|49.45\|50.25\|47.00\|30150;2026-10-30\|44.37\|-5.60\|45.38\|47.50\|44.30\|40054;2026-11-02\|45.20\|1.87\|44.48\|45.89\|43.28\|37953;2026-11-03\|42.71\|-5.51\|44.64\|45.35\|42.41\|31093;2026-11-04\|46.48\|8.83\|42.72\|46.48\|42.00\|50965;2026-11-05\|47.83\|2.90\|45.85\|48.64\|45.20\|38903;2026-11-06\|46.22\|-3.37\|45.00\|47.75\|44.88\|36347;2026-11-09\|46.45\|0.50\|46.81\|47.50\|46.07\|26031;2026-11-10\|47.04\|1.27\|47.46\|47.72\|46.81\|22439;2026-11-11\|49.37\|4.95\|47.04\|51.38\|46.60\|47215
121975	美股存储板块大涨；长鑫科技总市值突破4万亿	硅片订单饱满+VCSEL芯片+12英寸硅片+光通信行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月1日投资者关系活动记录表，公司当前硅片业务订单饱满，重掺杂硅外延片满产满销，8-12英寸低电阻率硅外延片因产能有限已出现交期延长；嘉兴金瑞泓12英寸轻掺抛光片月产能15万片已投产，整体行业供需偏紧张。 2、据2026年5月18日及2025年年报，公司VCSEL芯片技术居全球第一梯队，是全球唯二、中国大陆独家稳定量产二维可寻址VCSEL芯片的厂商，已赋能车载激光雷达并规模出货，预计2026年出货量进一步快速增长；据2024年11月7日互动易，该芯片可用于光通信。 3、据2026年一季报及业绩说明会，公司2026年一季度归母净利润722.46万元，同比扭亏为盈；12英寸硅片收入同比增长88.12%，其中12英寸硅外延片收入同比增长160.42%。	从硅片到芯片的一站式制造平台；公司主营业务主要分三大板块，分别是半导体硅片、半导体功率器件芯片、化合物半导体射频芯片；主要产品包括6-12英寸半导体硅抛光片和硅外延片等	2026-07-02\|71.86\|-9.99\|75.00\|75.89\|71.86\|704616;2026-07-03\|64.67\|-10.01\|68.00\|69.60\|64.67\|860239;2026-07-06\|59.49\|-8.01\|63.40\|65.19\|58.41\|789581;2026-07-07\|60.53\|1.75\|59.38\|62.26\|58.44\|566684;2026-07-08\|57.97\|-4.23\|61.00\|61.84\|55.76\|573468;2026-07-09\|63.77\|10.01\|58.80\|63.77\|58.38\|635396;2026-07-10\|61.06\|-4.25\|64.01\|68.18\|61.02\|847967;2026-07-13\|57.40\|-5.99\|60.00\|62.56\|57.11\|526582;2026-07-14\|58.88\|2.58\|57.50\|59.88\|55.35\|553017;2026-07-15\|52.99\|-10.00\|60.00\|60.44\|52.99\|589925;2026-07-16\|48.88\|-7.49\|51.48\|52.96\|48.36\|586862;2026-07-17\|45.50\|-6.91\|49.75\|49.75\|45.30\|569850;2026-07-20\|40.95\|-10.00\|46.61\|46.68\|40.95\|494065;2026-07-21\|43.83\|7.03\|40.98\|44.04\|36.86\|758462;2026-07-22\|43.28\|-1.25\|42.83\|45.58\|42.50\|593159;2026-07-23\|42.89\|-0.90\|44.00\|44.17\|41.80\|414834;2026-07-24\|41.75\|-2.66\|42.76\|43.41\|41.21\|360910;2026-07-27\|43.31\|3.74\|41.81\|43.38\|40.00\|376634;2026-07-28\|40.15\|-7.30\|42.78\|43.77\|39.77\|372793;2026-07-29\|39.41\|-1.84\|40.08\|40.51\|37.38\|438087;2026-07-30\|35.68\|-9.46\|39.56\|39.78\|35.60\|492940;2026-07-31\|37.10\|3.98\|38.32\|39.25\|37.08\|553679;2026-08-03\|35.86\|-3.34\|37.00\|37.40\|35.74\|404438;2026-08-04\|38.30\|6.80\|36.50\|38.63\|35.83\|412190;2026-08-05\|41.64\|8.72\|38.28\|42.13\|38.18\|557016;2026-08-06\|43.48\|4.42\|40.83\|43.90\|40.83\|530774;2026-08-07\|44.88\|3.22\|43.38\|45.00\|42.68\|436070;2026-08-10\|44.24\|-1.43\|45.00\|45.40\|43.10\|378732;2026-08-11\|43.81\|-0.97\|43.85\|44.93\|43.34\|332162;2026-08-12\|45.51\|3.88\|44.24\|45.90\|43.60\|394104;2026-08-13\|44.05\|-3.21\|46.42\|46.46\|43.95\|380471;2026-08-14\|44.85\|1.82\|44.88\|45.30\|43.85\|289711;2026-08-17\|46.59\|3.88\|44.88\|46.59\|44.65\|374012;2026-08-18\|49.62\|6.50\|47.00\|51.25\|47.00\|975703;2026-08-19\|45.01\|-9.29\|48.14\|49.35\|44.70\|838602;2026-08-20\|43.85\|-2.58\|46.00\|46.55\|43.50\|482308;2026-08-21\|44.10\|0.57\|43.44\|45.09\|43.40\|376932;2026-08-24\|44.47\|0.84\|44.53\|45.20\|42.69\|434596;2026-08-25\|43.22\|-2.81\|43.01\|43.89\|41.52\|414724;2026-08-26\|42.44\|-1.80\|43.20\|43.50\|41.90\|281592;2026-08-27\|44.58\|5.04\|43.50\|44.75\|42.30\|464777;2026-08-28\|43.23\|-3.03\|44.20\|45.05\|43.17\|345580;2026-08-31\|43.73\|1.16\|41.95\|43.93\|41.72\|329390;2026-09-01\|42.11\|-3.70\|43.99\|44.18\|42.10\|274656;2026-09-02\|41.75\|-0.85\|41.56\|42.09\|40.93\|208841;2026-09-03\|41.41\|-0.81\|42.19\|42.35\|40.92\|187273;2026-09-04\|40.15\|-3.04\|41.64\|42.26\|39.70\|237915;2026-09-07\|42.79\|6.58\|40.95\|43.30\|40.31\|375206;2026-09-08\|41.91\|-2.06\|42.79\|42.91\|41.60\|236426;2026-09-09\|42.13\|0.52\|42.10\|42.79\|41.90\|195462;2026-09-10\|41.34\|-1.88\|41.75\|42.18\|41.28\|147356;2026-09-11\|40.60\|-1.79\|40.77\|40.96\|39.30\|201667;2026-09-14\|40.50\|-0.25\|40.03\|40.99\|39.60\|131377;2026-09-15\|40.79\|0.72\|40.00\|41.60\|39.89\|175657;2026-09-16\|44.87\|10.00\|40.76\|44.87\|40.51\|497330;2026-09-17\|45.27\|0.89\|45.65\|46.31\|44.81\|605050;2026-09-18\|46.50\|2.72\|46.26\|46.72\|45.17\|471140;2026-09-21\|46.31\|-0.41\|46.66\|47.00\|45.90\|324908;2026-09-22\|46.90\|1.27\|47.31\|48.86\|46.32\|459476;2026-09-23\|48.03\|2.41\|47.28\|48.65\|46.28\|431331;2026-09-24\|48.34\|0.65\|48.02\|51.08\|48.02\|732721;2026-09-28\|45.67\|-5.52\|47.68\|48.60\|45.52\|539234;2026-09-29\|46.13\|1.01\|45.43\|47.09\|45.00\|342598;2026-09-30\|45.36\|-1.67\|46.48\|46.77\|44.81\|278238;2026-10-08\|42.67\|-5.93\|45.41\|46.59\|42.13\|353860;2026-10-09\|40.64\|-4.76\|41.61\|42.46\|38.69\|395813;2026-10-12\|39.30\|-3.30\|40.00\|40.55\|38.20\|271710;2026-10-13\|38.70\|-1.53\|37.87\|39.42\|36.68\|308113;2026-10-14\|37.37\|-3.44\|38.70\|39.16\|37.26\|213610;2026-10-15\|35.28\|-5.59\|35.55\|36.22\|34.99\|272996;2026-10-16\|34.85\|-1.22\|36.32\|36.45\|34.47\|231832;2026-10-19\|34.70\|-0.43\|34.50\|34.92\|33.08\|233518;2026-10-20\|35.90\|3.46\|35.28\|36.82\|34.84\|366035;2026-10-21\|35.39\|-1.42\|36.10\|36.50\|35.18\|272424;2026-10-22\|34.01\|-3.90\|35.49\|35.72\|33.91\|286328;2026-10-23\|34.66\|1.91\|33.10\|34.95\|31.38\|425026;2026-10-26\|32.93\|-4.99\|34.49\|34.56\|32.83\|275190;2026-10-27\|31.32\|-4.89\|33.50\|33.88\|31.31\|266902;2026-10-28\|32.38\|3.38\|31.92\|32.97\|31.26\|299204;2026-10-29\|30.56\|-5.62\|32.00\|32.38\|30.42\|248582;2026-10-30\|29.00\|-5.10\|29.29\|30.97\|28.93\|304165;2026-11-02\|29.88\|3.03\|29.33\|30.55\|28.57\|373395;2026-11-03\|28.19\|-5.66\|29.41\|29.72\|27.96\|300811;2026-11-04\|30.90\|9.61\|28.30\|31.01\|27.94\|479994;2026-11-05\|31.65\|2.43\|30.00\|32.65\|29.89\|492345;2026-11-06\|30.76\|-2.81\|29.89\|31.49\|29.78\|301719;2026-11-09\|30.61\|-0.49\|31.36\|31.47\|30.61\|208543;2026-11-10\|31.38\|2.52\|31.22\|31.95\|31.08\|253927;2026-11-11\|32.32\|3.00\|31.19\|32.56\|31.12\|275846
121974	美股存储板块大涨；长鑫科技总市值突破4万亿	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	2026-07-02\|470.70\|-10.00\|485.00\|498.80\|470.70\|28580;2026-07-03\|472.73\|0.43\|452.18\|489.10\|440.00\|41689;2026-07-06\|462.00\|-2.27\|472.73\|491.71\|451.02\|30469;2026-07-07\|448.49\|-2.92\|451.16\|461.50\|428.00\|40496;2026-07-08\|443.22\|-1.18\|448.00\|473.01\|431.29\|31250;2026-07-09\|487.54\|10.00\|449.24\|487.54\|444.44\|34165;2026-07-10\|448.75\|-7.96\|500.00\|509.01\|448.75\|38526;2026-07-13\|410.21\|-8.59\|436.29\|455.00\|407.17\|32887;2026-07-14\|401.95\|-2.01\|408.00\|420.88\|386.00\|43859;2026-07-15\|373.84\|-6.99\|411.99\|418.95\|367.03\|50710;2026-07-16\|338.00\|-9.59\|368.09\|375.88\|337.02\|43817;2026-07-17\|305.25\|-9.69\|343.00\|346.00\|305.00\|46078;2026-07-20\|283.08\|-7.26\|320.51\|327.98\|275.47\|47535;2026-07-21\|311.39\|10.00\|287.58\|311.39\|258.35\|41422;2026-07-22\|314.37\|0.96\|322.00\|335.50\|307.70\|76222;2026-07-23\|298.56\|-5.03\|319.66\|319.66\|293.03\|40603;2026-07-24\|294.60\|-1.33\|292.10\|308.50\|286.03\|36262;2026-07-27\|308.19\|4.61\|300.00\|311.24\|279.02\|42013;2026-07-28\|277.37\|-10.00\|303.70\|311.97\|277.37\|36708;2026-07-29\|270.09\|-2.62\|275.11\|283.00\|252.70\|42365;2026-07-30\|243.98\|-9.67\|265.84\|272.95\|243.08\|43836;2026-07-31\|263.39\|7.96\|264.04\|268.38\|250.00\|55510;2026-08-03\|242.04\|-8.11\|255.10\|261.98\|241.09\|47935;2026-08-04\|266.24\|10.00\|245.68\|266.24\|241.50\|29362;2026-08-05\|292.86\|10.00\|279.55\|292.86\|273.89\|14765;2026-08-06\|307.73\|5.08\|290.00\|314.98\|288.88\|53621;2026-08-07\|316.70\|2.91\|307.58\|321.52\|300.66\|43167;2026-08-10\|319.99\|1.04\|316.70\|328.98\|313.16\|46650;2026-08-11\|319.48\|-0.16\|315.00\|336.36\|314.00\|38190;2026-08-12\|327.76\|2.59\|325.87\|332.66\|317.50\|27415;2026-08-13\|337.98\|3.12\|336.00\|360.00\|336.00\|38289;2026-08-14\|333.22\|-1.41\|342.00\|343.45\|322.07\|36754;2026-08-17\|357.23\|7.21\|333.22\|357.90\|333.22\|48665;2026-08-18\|366.85\|2.69\|358.00\|369.99\|352.00\|40989;2026-08-19\|330.17\|-10.00\|348.55\|356.89\|330.17\|35407;2026-08-20\|353.76\|7.14\|331.00\|356.99\|319.00\|48566;2026-08-21\|365.99\|3.46\|348.03\|371.98\|338.90\|56858;2026-08-24\|347.30\|-5.11\|368.00\|368.68\|333.00\|55592;2026-08-25\|339.57\|-2.23\|335.00\|347.00\|328.01\|38435;2026-08-26\|347.29\|2.27\|339.57\|361.89\|333.00\|43555;2026-08-27\|356.90\|2.77\|344.84\|359.28\|337.66\|40587;2026-08-28\|337.46\|-5.45\|356.89\|362.00\|337.00\|36435;2026-08-31\|342.18\|1.40\|325.00\|343.48\|322.00\|32399;2026-09-01\|332.04\|-2.96\|344.28\|344.88\|323.62\|32592;2026-09-02\|325.00\|-2.12\|323.61\|333.00\|318.65\|28321;2026-09-03\|330.26\|1.62\|330.00\|337.96\|319.10\|30205;2026-09-04\|308.31\|-6.65\|336.87\|336.88\|304.00\|39985;2026-09-07\|322.51\|4.61\|315.00\|324.94\|309.00\|34370;2026-09-08\|318.04\|-1.39\|323.00\|333.37\|316.30\|29914;2026-09-09\|316.20\|-0.58\|319.99\|329.00\|313.55\|21114;2026-09-10\|315.35\|-0.27\|313.21\|321.96\|310.00\|17012;2026-09-11\|303.72\|-3.69\|309.70\|311.99\|292.00\|33919;2026-09-14\|302.92\|-0.26\|299.09\|307.00\|295.30\|24223;2026-09-15\|310.00\|2.34\|302.21\|322.00\|300.00\|30476;2026-09-16\|328.50\|5.97\|312.88\|338.89\|310.00\|43689;2026-09-17\|350.48\|6.69\|328.54\|361.00\|328.54\|63779;2026-09-18\|348.79\|-0.48\|352.09\|361.00\|339.00\|52113;2026-09-21\|357.30\|2.44\|355.00\|366.10\|349.13\|45371;2026-09-22\|344.30\|-3.64\|363.00\|363.30\|340.81\|41564;2026-09-23\|342.10\|-0.64\|346.34\|347.20\|339.20\|19750;2026-09-24\|333.85\|-2.41\|340.05\|346.80\|333.00\|23746;2026-09-28\|316.20\|-5.29\|330.66\|335.35\|310.67\|25624;2026-09-29\|318.50\|0.73\|317.00\|328.00\|312.11\|22847;2026-09-30\|311.73\|-2.13\|319.00\|323.80\|308.00\|22643;2026-10-08\|296.70\|-4.82\|310.37\|317.35\|295.51\|25975;2026-10-09\|293.02\|-1.24\|292.75\|297.00\|270.00\|34868;2026-10-12\|290.79\|-0.76\|289.32\|307.18\|281.50\|29501;2026-10-13\|290.00\|-0.27\|276.00\|291.87\|270.17\|26587;2026-10-14\|265.57\|-8.42\|290.00\|290.69\|265.40\|29771;2026-10-15\|257.37\|-3.09\|253.00\|261.93\|247.27\|38701;2026-10-16\|258.50\|0.44\|265.00\|269.98\|255.40\|29976;2026-10-19\|267.80\|3.60\|266.00\|278.00\|260.50\|42928;2026-10-20\|266.00\|-0.67\|265.79\|275.29\|257.57\|33693;2026-10-21\|270.16\|1.56\|267.60\|278.88\|266.01\|33898;2026-10-22\|262.80\|-2.72\|271.79\|274.60\|259.00\|28852;2026-10-23\|267.75\|1.88\|255.79\|269.86\|246.20\|40942;2026-10-26\|243.90\|-8.91\|264.99\|265.02\|243.70\|33400;2026-10-27\|236.50\|-3.03\|249.99\|250.87\|236.06\|27195;2026-10-28\|260.15\|10.00\|239.98\|260.15\|239.98\|37497;2026-10-29\|249.70\|-4.02\|260.08\|266.03\|248.80\|35742;2026-10-30\|227.58\|-8.86\|242.00\|248.18\|227.50\|33296;2026-11-02\|231.00\|1.50\|229.00\|233.80\|218.68\|42592;2026-11-03\|207.90\|-10.00\|224.36\|224.36\|207.90\|31114;2026-11-04\|228.69\|10.00\|205.77\|228.69\|195.99\|54845;2026-11-05\|245.50\|7.35\|235.76\|251.56\|231.95\|79980;2026-11-06\|235.31\|-4.15\|232.86\|247.70\|229.71\|44545;2026-11-09\|233.29\|-0.86\|240.08\|243.00\|230.18\|30080;2026-11-10\|238.95\|2.43\|239.99\|243.88\|236.39\|32384;2026-11-11\|251.63\|5.31\|237.23\|251.63\|235.67\|32814
121973	美股存储板块大涨；长鑫科技总市值突破4万亿	半导体洁净室+新加坡布局+一季报倍增行业原因：据财闻，6月24日，科技分析师科潘（Tim Culpan）指出，台积电已陆续向客户通知调涨晶圆代工价格，涨价范围不仅涵盖市场传言的3nm制程，更扩及7nm及以下所有先进制程，整体涨幅约5％至10％，影响范围涵盖约75％的晶圆营收来源。公司原因： 1、据2026年3月13日年报，公司主营IC半导体、光电等高科技产业洁净室工程服务，服务中芯国际、台积电等头部客户，具备行业领先的“计算流体力学分析应用技术”等优势。 2、据2026年3月13日年报及2026年5月21日互动易，公司2025年净利润同比增40.30%创历史新高，主要因新加坡半导体投资火热，公司承接VSMC等大额高毛利项目，海外营收占比提升。 3、据2026年5月12日长江证券研报及2026年4月30日一季报，公司2026年一季度营收11.30亿元，同比增35.38%；归母净利润2.48亿元，同比增202.41%，主因新加坡项目持续推进结算。	公司主营洁净室工程，上半年净利润预增183%至226%，因“新加坡工程项目金额较大且毛利率相对较好。依托公司内部有效管理，公司发包策略成功，发包成本得到有效控制。该等项目持续推进，对本期净利润有一定贡献。美元对新加坡元汇率走强，公司持有美元存款形成的汇兑收益较多”	2026-07-02\|234.62\|-8.99\|247.00\|250.00\|232.13\|85992;2026-07-03\|235.89\|0.54\|229.52\|248.29\|223.33\|80438;2026-07-06\|227.80\|-3.43\|240.05\|240.05\|218.88\|58662;2026-07-07\|222.19\|-2.46\|224.61\|234.32\|220.50\|53218;2026-07-08\|219.29\|-1.31\|228.88\|233.80\|218.02\|56132;2026-07-09\|209.58\|-4.43\|216.84\|223.00\|200.95\|120808;2026-07-10\|214.58\|2.39\|216.00\|230.54\|214.55\|100597;2026-07-13\|207.90\|-3.11\|201.83\|224.57\|201.83\|100936;2026-07-14\|219.30\|5.48\|212.99\|223.36\|203.00\|96957;2026-07-15\|202.57\|-7.63\|223.44\|225.00\|197.41\|95533;2026-07-16\|188.29\|-7.05\|195.22\|200.50\|185.10\|65271;2026-07-17\|171.30\|-9.02\|184.29\|191.76\|170.92\|64471;2026-07-20\|154.17\|-10.00\|177.00\|177.70\|154.17\|72008;2026-07-21\|169.59\|10.00\|158.84\|169.59\|147.06\|86474;2026-07-22\|168.00\|-0.94\|169.00\|177.98\|166.00\|89501;2026-07-23\|163.35\|-2.77\|170.80\|172.00\|161.66\|53100;2026-07-24\|165.50\|1.32\|160.02\|172.98\|158.69\|61483;2026-07-27\|177.44\|7.21\|164.38\|178.25\|163.00\|86582;2026-07-28\|162.51\|-8.41\|172.05\|178.80\|160.49\|65483;2026-07-29\|161.24\|-0.78\|165.76\|171.71\|152.08\|88400;2026-07-30\|145.12\|-10.00\|158.26\|159.63\|145.12\|76451;2026-07-31\|148.59\|2.39\|156.72\|159.63\|148.04\|94313;2026-08-03\|136.82\|-7.92\|148.00\|148.00\|135.13\|85540;2026-08-04\|146.64\|7.18\|138.29\|148.39\|135.30\|77448;2026-08-05\|159.28\|8.62\|146.54\|161.30\|146.10\|89020;2026-08-06\|162.35\|1.93\|155.01\|166.88\|155.00\|75850;2026-08-07\|164.80\|1.51\|161.72\|168.20\|160.10\|70569;2026-08-10\|162.85\|-1.18\|166.00\|166.60\|158.33\|62953;2026-08-11\|163.37\|0.32\|162.82\|168.48\|161.36\|50311;2026-08-12\|166.38\|1.84\|164.99\|170.00\|161.80\|55478;2026-08-13\|161.52\|-2.92\|169.01\|170.62\|161.49\|64292;2026-08-14\|162.70\|0.73\|163.58\|165.10\|159.26\|49213;2026-08-17\|178.97\|10.00\|166.99\|178.97\|166.96\|38752;2026-08-18\|182.95\|2.22\|188.00\|189.50\|178.71\|118802;2026-08-19\|167.47\|-8.46\|175.18\|179.80\|165.64\|85180;2026-08-20\|168.67\|0.72\|170.65\|170.96\|164.34\|58903;2026-08-21\|166.99\|-1.00\|166.65\|171.29\|164.26\|45018;2026-08-24\|165.82\|-0.70\|166.18\|168.20\|160.59\|43474;2026-08-25\|160.91\|-2.96\|160.39\|164.33\|156.64\|55226;2026-08-26\|161.98\|0.67\|162.00\|163.76\|158.70\|38078;2026-08-27\|168.06\|3.75\|163.00\|168.94\|159.60\|52352;2026-08-28\|164.68\|-2.01\|166.41\|171.97\|164.48\|46631;2026-08-31\|165.31\|0.38\|159.00\|165.75\|158.90\|38170;2026-09-01\|157.43\|-4.77\|165.33\|165.76\|156.07\|42434;2026-09-02\|156.00\|-0.91\|155.32\|157.00\|153.87\|30369;2026-09-03\|155.00\|-0.64\|158.00\|159.02\|153.37\|24068;2026-09-04\|150.26\|-3.06\|156.20\|157.76\|149.00\|31099;2026-09-07\|156.00\|3.82\|152.17\|157.50\|151.17\|38709;2026-09-08\|158.39\|1.53\|155.48\|161.60\|152.68\|46733;2026-09-09\|159.65\|0.80\|158.39\|165.59\|158.20\|48623;2026-09-10\|160.00\|0.22\|158.52\|161.89\|157.20\|24892;2026-09-11\|154.69\|-3.32\|158.55\|158.70\|150.17\|37968;2026-09-14\|152.21\|-1.60\|152.00\|154.19\|148.50\|25228;2026-09-15\|152.71\|1.43\|150.00\|156.96\|149.50\|27680;2026-09-16\|159.99\|4.77\|153.60\|161.19\|151.88\|43762;2026-09-17\|158.59\|-0.88\|158.30\|164.10\|158.30\|32188;2026-09-18\|163.68\|3.21\|162.06\|164.58\|158.30\|43412;2026-09-21\|159.47\|-2.57\|164.80\|165.50\|159.11\|38607;2026-09-22\|159.87\|0.25\|163.00\|165.48\|159.09\|46268;2026-09-23\|158.73\|-0.71\|161.04\|161.49\|158.10\|22597;2026-09-24\|154.20\|-2.85\|157.75\|158.73\|154.15\|22309;2026-09-28\|143.65\|-6.84\|154.17\|154.17\|142.90\|31580;2026-09-29\|142.76\|-0.62\|143.20\|144.40\|141.18\|20250;2026-09-30\|139.46\|-2.31\|143.07\|144.00\|138.60\|17151;2026-10-08\|137.80\|-1.19\|139.74\|145.23\|136.53\|24276;2026-10-09\|132.50\|-3.85\|135.93\|136.50\|126.01\|39505;2026-10-12\|137.50\|3.77\|131.00\|142.34\|129.40\|50163;2026-10-13\|134.25\|-2.36\|132.65\|137.86\|128.88\|35198;2026-10-14\|127.14\|-5.30\|134.25\|134.28\|126.60\|32615;2026-10-15\|117.34\|-7.71\|120.00\|121.52\|115.97\|45787;2026-10-16\|115.67\|-1.42\|119.90\|121.51\|114.08\|49594;2026-10-19\|114.65\|-0.88\|113.35\|116.27\|109.90\|36111;2026-10-20\|114.77\|0.10\|113.66\|117.32\|112.98\|32953;2026-10-21\|114.25\|-0.45\|116.56\|117.60\|113.32\|26623;2026-10-22\|109.16\|-4.46\|114.05\|115.00\|109.00\|28764;2026-10-23\|110.16\|0.92\|106.43\|110.82\|100.88\|51951;2026-10-26\|104.69\|-4.97\|109.81\|109.81\|103.31\|29585;2026-10-27\|100.64\|-3.87\|106.65\|107.99\|100.62\|25487;2026-10-28\|104.65\|3.98\|103.00\|105.81\|101.03\|34707;2026-10-29\|101.69\|-2.83\|104.00\|104.58\|99.90\|41624;2026-10-30\|94.10\|-7.46\|94.00\|100.44\|93.59\|44054;2026-11-02\|96.81\|2.88\|95.54\|98.88\|92.94\|43881;2026-11-03\|90.25\|-6.78\|95.76\|96.00\|89.12\|44304;2026-11-04\|97.67\|8.22\|90.36\|98.30\|86.50\|67924;2026-11-05\|97.23\|-0.45\|93.71\|101.54\|93.65\|66354;2026-11-06\|93.52\|-3.82\|91.79\|95.05\|89.20\|55699;2026-11-09\|93.39\|-0.14\|95.88\|95.88\|91.68\|34768;2026-11-10\|93.96\|0.61\|95.80\|97.20\|93.39\|32483;2026-11-11\|98.00\|4.30\|93.95\|98.80\|93.30\|37819
121972	美股存储板块大涨；长鑫科技总市值突破4万亿	半导体测试探针+AI芯片+超跌反弹行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年5月11日投资者关系活动记录表，公司FT测试探针主要用于高频、大电流、多引脚等中高端AI芯片属性制程，HBM相关测试探针是公司即期重点研发市场。 2、据2025年9月2日公告，公司应用于集成电路制造后道环节的半导体芯片测试探针已实现对NVIDIA International,Inc等国际知名厂商的量产出货。 3、据同花顺iFinD数据，和林微纳此前5个交易日累计涨跌幅为-22.13%。	A股芯片测试探针第一股	2026-07-02\|156.51\|-1.01\|149.06\|169.48\|143.00\|63454;2026-07-03\|174.37\|11.41\|153.73\|177.00\|153.50\|72724;2026-07-06\|152.07\|-12.79\|175.37\|175.92\|145.73\|73649;2026-07-07\|139.00\|-8.59\|145.80\|155.30\|139.00\|53652;2026-07-08\|143.17\|3.00\|139.16\|149.19\|133.58\|48684;2026-07-09\|154.44\|7.87\|143.17\|156.48\|141.00\|41709;2026-07-10\|140.38\|-9.10\|156.00\|159.80\|140.24\|39615;2026-07-13\|133.45\|-4.94\|140.11\|143.80\|132.00\|28752;2026-07-14\|140.17\|5.04\|133.45\|140.59\|129.01\|31622;2026-07-15\|125.00\|-10.82\|139.77\|141.77\|124.00\|33115;2026-07-16\|112.86\|-9.71\|120.88\|125.00\|111.20\|40117;2026-07-17\|97.01\|-14.04\|113.65\|115.49\|96.00\|48890;2026-07-20\|84.25\|-13.15\|101.37\|101.37\|81.31\|54475;2026-07-21\|94.33\|11.96\|84.79\|94.75\|72.51\|63799;2026-07-22\|92.80\|-1.62\|94.94\|99.00\|91.27\|44426;2026-07-23\|87.90\|-5.28\|94.66\|95.95\|86.58\|34067;2026-07-24\|89.70\|2.05\|85.86\|92.20\|85.86\|33249;2026-07-27\|91.00\|1.45\|90.30\|91.36\|86.00\|38575;2026-07-28\|80.73\|-11.29\|84.35\|91.35\|79.90\|47898;2026-07-29\|78.95\|-2.20\|78.89\|81.99\|73.13\|52879;2026-07-30\|68.45\|-13.30\|78.04\|81.00\|67.55\|42964;2026-07-31\|81.28\|18.74\|76.00\|82.14\|74.82\|92898;2026-08-03\|78.16\|-3.84\|78.10\|82.05\|75.70\|76432;2026-08-04\|93.79\|20.00\|82.49\|93.79\|79.11\|67814;2026-08-05\|96.92\|3.34\|91.92\|99.34\|91.38\|70550;2026-08-06\|104.00\|7.30\|94.98\|112.00\|93.93\|83050;2026-08-07\|108.57\|4.39\|104.00\|116.58\|100.97\|87075;2026-08-10\|103.45\|-4.72\|107.01\|109.80\|99.99\|78195;2026-08-11\|101.67\|-1.72\|101.20\|104.20\|98.40\|45780;2026-08-12\|104.38\|2.67\|103.79\|106.41\|101.69\|51858;2026-08-13\|102.77\|-1.54\|108.00\|109.98\|102.34\|50339;2026-08-14\|104.68\|1.86\|104.98\|105.65\|101.11\|34860;2026-08-17\|108.00\|3.17\|105.99\|108.38\|103.50\|35842;2026-08-18\|107.00\|-0.93\|108.48\|111.00\|105.20\|41907;2026-08-19\|96.52\|-9.79\|102.00\|105.00\|95.28\|45443;2026-08-20\|96.66\|0.14\|98.00\|99.90\|93.91\|32096;2026-08-21\|101.01\|4.50\|97.15\|103.40\|94.15\|44839;2026-08-24\|100.71\|-0.30\|102.86\|103.15\|96.21\|37887;2026-08-25\|98.45\|-2.24\|97.81\|99.81\|91.00\|40159;2026-08-26\|96.61\|-1.87\|99.25\|99.33\|92.77\|31293;2026-08-27\|110.35\|14.22\|97.50\|111.00\|96.80\|60290;2026-08-28\|106.60\|-3.40\|109.71\|112.00\|104.72\|51759;2026-08-31\|108.00\|1.31\|105.50\|109.00\|103.71\|31543;2026-09-01\|103.81\|-3.88\|107.90\|108.54\|101.10\|34616;2026-09-02\|102.40\|-1.36\|102.06\|103.58\|100.10\|23257;2026-09-03\|102.50\|0.10\|104.00\|105.04\|100.88\|28574;2026-09-04\|96.90\|-5.46\|103.68\|106.50\|95.34\|35743;2026-09-07\|104.15\|7.48\|98.81\|108.56\|97.52\|52539;2026-09-08\|101.40\|-2.64\|106.22\|106.80\|100.80\|36158;2026-09-09\|104.18\|2.74\|104.49\|111.10\|103.39\|42109;2026-09-10\|102.40\|-1.71\|104.10\|106.51\|102.00\|30312;2026-09-11\|97.03\|-5.24\|99.00\|100.80\|92.90\|38559;2026-09-14\|99.01\|2.04\|96.27\|102.13\|92.00\|41648;2026-09-15\|101.00\|2.01\|98.50\|104.49\|98.10\|27767;2026-09-16\|105.87\|4.82\|101.09\|106.66\|99.11\|39433;2026-09-17\|103.40\|-2.33\|105.57\|107.00\|100.50\|48502;2026-09-18\|109.77\|6.16\|106.10\|111.60\|104.10\|53484;2026-09-21\|107.00\|-2.52\|111.00\|113.00\|106.00\|43538;2026-09-22\|106.15\|-0.79\|111.01\|112.58\|105.85\|36147;2026-09-23\|108.29\|2.02\|107.68\|109.48\|105.96\|27315;2026-09-24\|102.50\|-5.35\|108.26\|108.26\|102.16\|31543;2026-09-28\|94.28\|-8.02\|101.56\|101.60\|91.52\|41242;2026-09-29\|97.10\|2.99\|94.28\|97.88\|92.31\|28996;2026-09-30\|92.52\|-4.72\|98.99\|99.12\|92.01\|24335;2026-10-08\|92.90\|0.41\|93.53\|99.80\|87.00\|70681;2026-10-09\|106.00\|14.10\|93.40\|109.99\|91.66\|99592;2026-10-12\|108.52\|2.38\|103.00\|113.35\|99.82\|82244;2026-10-13\|113.14\|4.26\|104.04\|116.00\|104.00\|78770;2026-10-14\|110.96\|-1.93\|111.18\|114.99\|107.50\|60654;2026-10-15\|105.79\|-4.66\|106.90\|112.98\|105.05\|61033;2026-10-16\|101.21\|-4.33\|107.90\|109.99\|98.02\|63094;2026-10-19\|95.28\|-5.86\|99.00\|103.45\|89.60\|56765;2026-10-20\|96.74\|1.53\|94.02\|101.39\|93.00\|45057;2026-10-21\|95.70\|-1.07\|98.58\|101.48\|93.88\|41948;2026-10-22\|88.10\|-7.94\|96.00\|96.23\|87.18\|42794;2026-10-23\|91.35\|3.69\|84.20\|92.55\|77.01\|59468;2026-10-26\|82.95\|-9.20\|89.32\|89.90\|81.81\|35576;2026-10-27\|77.20\|-6.93\|84.99\|84.99\|76.16\|29650;2026-10-28\|82.50\|6.87\|78.80\|82.99\|78.50\|32983;2026-10-29\|75.09\|-8.98\|82.20\|82.80\|75.00\|26540;2026-10-30\|72.70\|-3.18\|73.22\|78.49\|71.80\|36735;2026-11-02\|72.10\|-0.83\|70.00\|75.00\|67.03\|43614;2026-11-03\|64.69\|-10.28\|69.55\|71.28\|63.93\|37604;2026-11-04\|73.71\|13.94\|62.09\|75.73\|62.09\|46754;2026-11-05\|73.30\|-0.56\|70.85\|76.80\|70.20\|53017;2026-11-06\|68.05\|-7.16\|65.02\|71.48\|65.02\|37600;2026-11-09\|67.51\|-0.79\|70.00\|70.00\|65.83\|24804;2026-11-10\|68.99\|2.19\|69.90\|71.99\|68.74\|43488;2026-11-11\|72.76\|5.46\|68.69\|73.70\|68.21\|42611
121971	美股存储板块大涨；长鑫科技总市值突破4万亿	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.32\|-2.45\|371.80\|373.99\|363.00\|292309;2026-09-14\|356.88\|-3.89\|360.00\|365.88\|355.55\|264365;2026-09-15\|363.11\|1.75\|356.87\|371.66\|356.00\|293180;2026-09-16\|373.14\|2.76\|366.11\|374.38\|360.96\|268707;2026-09-17\|369.88\|-0.87\|370.06\|377.23\|365.34\|234866;2026-09-18\|388.18\|4.95\|379.99\|390.66\|378.00\|410514;2026-09-21\|391.71\|0.91\|396.00\|403.23\|388.13\|328986;2026-09-22\|402.10\|2.65\|399.99\|413.43\|394.00\|509151;2026-09-23\|398.72\|-0.84\|406.30\|408.06\|397.44\|261957;2026-09-24\|383.77\|-3.75\|393.00\|394.77\|383.72\|226595;2026-09-28\|358.51\|-6.58\|380.00\|380.00\|357.14\|284936;2026-09-29\|367.57\|2.53\|358.56\|369.00\|358.00\|209082;2026-09-30\|353.90\|-3.72\|369.75\|370.00\|351.28\|242377;2026-10-08\|334.40\|-5.51\|352.00\|353.80\|331.00\|294316;2026-10-09\|326.46\|-2.37\|325.00\|329.50\|311.42\|334513;2026-10-12\|310.84\|-4.78\|321.00\|322.59\|308.80\|253371;2026-10-13\|306.22\|-1.49\|297.03\|311.11\|292.66\|311547;2026-10-14\|292.56\|-4.46\|305.00\|306.00\|292.00\|229286;2026-10-15\|278.22\|-4.90\|275.00\|283.80\|271.30\|373897;2026-10-16\|281.86\|1.31\|285.00\|291.90\|278.12\|344518;2026-10-19\|282.44\|0.21\|280.50\|288.49\|272.00\|315821;2026-10-20\|282.43\|-0.00\|277.00\|288.50\|275.67\|273645;2026-10-21\|288.02\|1.98\|291.00\|292.55\|284.50\|272891;2026-10-22\|276.75\|-3.91\|286.94\|286.97\|272.68\|317235;2026-10-23\|292.00\|5.51\|271.09\|294.80\|268.30\|459874;2026-10-26\|276.45\|-5.33\|287.96\|288.00\|275.72\|308502;2026-10-27\|268.98\|-2.70\|282.21\|283.39\|268.88\|238968;2026-10-28\|289.88\|7.77\|279.00\|292.53\|276.72\|433107;2026-10-29\|275.99\|-4.79\|285.00\|288.88\|273.99\|354386;2026-10-30\|257.80\|-6.59\|260.89\|274.59\|257.60\|376716;2026-11-02\|265.67\|3.05\|262.96\|270.72\|255.55\|345198;2026-11-03\|250.16\|-5.84\|260.00\|261.34\|248.90\|363352;2026-11-04\|271.38\|8.48\|252.00\|274.28\|248.00\|436424;2026-11-05\|263.15\|-3.03\|260.00\|272.99\|259.00\|435309;2026-11-06\|239.49\|-8.99\|242.00\|247.85\|238.20\|412251;2026-11-09\|238.41\|-0.45\|242.00\|245.11\|237.28\|285144;2026-11-10\|244.57\|2.58\|247.00\|248.88\|243.79\|318296;2026-11-11\|259.62\|6.15\|242.00\|260.58\|241.22\|420756
121970	美股存储板块大涨；长鑫科技总市值突破4万亿	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装，海太半导体由公司和SK海力士共同投资组建，公司持有海太半导体55%股权，SK海力士持有海太半导体45%股权	2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729;2026-07-17\|16.86\|-9.98\|18.70\|18.92\|16.86\|2402459;2026-07-20\|15.17\|-10.02\|17.20\|17.37\|15.17\|2189364;2026-07-21\|16.69\|10.02\|15.27\|16.69\|13.65\|3685336;2026-07-22\|16.69\|0.00\|16.62\|17.77\|16.49\|3626663;2026-07-23\|16.23\|-2.76\|16.98\|17.27\|16.13\|2249339;2026-07-24\|16.29\|0.37\|15.80\|16.93\|15.78\|2446674;2026-07-27\|17.92\|10.01\|16.78\|17.92\|16.00\|1999910;2026-07-28\|18.37\|2.51\|17.92\|19.45\|17.88\|4569863;2026-07-29\|17.40\|-5.28\|18.00\|18.80\|16.53\|4304830;2026-07-30\|15.66\|-10.00\|16.85\|17.37\|15.66\|3237655;2026-07-31\|17.23\|10.03\|17.23\|17.23\|16.58\|3694421;2026-08-03\|16.28\|-5.51\|16.73\|17.21\|16.11\|3669009;2026-08-04\|17.15\|5.34\|16.52\|17.26\|15.81\|3595757;2026-08-05\|18.45\|7.58\|17.20\|18.87\|17.19\|4699440;2026-08-06\|19.17\|3.90\|17.80\|19.60\|17.75\|4541066;2026-08-07\|19.53\|1.88\|18.90\|19.98\|18.45\|3903982;2026-08-10\|19.27\|-1.33\|19.58\|19.90\|18.60\|2853386;2026-08-11\|21.20\|10.02\|18.84\|21.20\|18.80\|3198631;2026-08-12\|22.71\|7.12\|22.00\|23.00\|21.32\|5041945;2026-08-13\|23.78\|4.71\|22.80\|24.88\|21.91\|5129033;2026-08-14\|22.95\|-3.49\|23.50\|24.15\|22.61\|3722529;2026-08-17\|23.86\|3.97\|22.50\|24.14\|22.21\|3791903;2026-08-18\|23.00\|-3.60\|23.87\|23.95\|22.90\|2980239;2026-08-19\|21.12\|-8.17\|21.65\|22.60\|20.70\|3053660;2026-08-20\|21.21\|0.43\|21.49\|21.85\|20.75\|2218656;2026-08-21\|21.44\|1.08\|21.11\|21.95\|20.80\|1947900;2026-08-24\|20.30\|-5.32\|21.26\|21.54\|19.80\|2068374;2026-08-25\|19.94\|-1.77\|19.50\|20.38\|19.05\|1691266;2026-08-26\|19.63\|-1.55\|20.00\|20.11\|19.20\|1444680;2026-08-27\|20.14\|2.60\|19.30\|20.30\|19.24\|2220057;2026-08-28\|19.53\|-3.03\|19.95\|20.44\|19.52\|1872433;2026-08-31\|19.34\|-0.97\|18.88\|19.39\|18.62\|1569157;2026-09-01\|18.52\|-4.24\|19.34\|19.60\|18.39\|1418590;2026-09-02\|18.23\|-1.57\|18.27\|18.47\|17.84\|1209976;2026-09-03\|17.98\|-1.37\|18.45\|18.51\|17.70\|1149451;2026-09-04\|17.22\|-4.23\|18.07\|18.19\|17.06\|1306497;2026-09-07\|17.96\|4.30\|17.56\|18.23\|17.46\|1808423;2026-09-08\|18.59\|3.51\|18.01\|19.20\|17.66\|3033701;2026-09-09\|18.16\|-2.31\|18.64\|19.17\|18.03\|1916309;2026-09-10\|19.98\|10.02\|18.27\|19.98\|18.27\|1908704;2026-09-11\|19.50\|-2.40\|19.44\|19.80\|18.88\|3144139;2026-09-14\|18.73\|-3.95\|18.79\|19.08\|17.96\|2050710;2026-09-15\|18.91\|0.96\|18.30\|19.56\|18.30\|2469253;2026-09-16\|20.23\|6.98\|18.78\|20.80\|18.77\|3552884;2026-09-17\|20.57\|1.68\|19.88\|20.89\|19.87\|3198977;2026-09-18\|20.46\|-0.53\|21.18\|21.20\|20.00\|3281159;2026-09-21\|20.30\|-0.78\|20.64\|20.78\|20.12\|2213526;2026-09-22\|19.87\|-2.12\|20.63\|20.72\|19.77\|2078343;2026-09-23\|20.59\|3.62\|20.10\|20.72\|19.45\|2591402;2026-09-24\|19.41\|-5.73\|20.17\|20.24\|19.40\|1544322;2026-09-28\|17.81\|-8.24\|19.01\|19.02\|17.70\|1525878;2026-09-29\|17.95\|0.79\|17.70\|18.14\|17.70\|941829;2026-09-30\|17.29\|-3.68\|18.21\|18.28\|17.28\|1029096;2026-10-08\|16.55\|-4.28\|17.28\|17.50\|16.41\|1060200;2026-10-09\|16.32\|-1.39\|16.51\|16.52\|15.27\|1357941;2026-10-12\|15.71\|-3.74\|16.18\|16.26\|15.62\|799988;2026-10-13\|15.81\|0.64\|15.07\|16.05\|14.71\|1046975;2026-10-14\|15.18\|-3.98\|15.81\|16.00\|15.16\|784277;2026-10-15\|14.34\|-5.53\|14.42\|14.83\|14.21\|1005558;2026-10-16\|14.63\|2.02\|14.69\|15.08\|14.38\|1221782;2026-10-19\|14.45\|-1.16\|14.55\|14.70\|13.88\|888296;2026-10-20\|14.59\|0.97\|14.63\|15.12\|14.43\|971948;2026-10-21\|14.97\|2.60\|14.74\|15.23\|14.62\|1340286;2026-10-22\|15.29\|2.14\|14.87\|15.56\|14.21\|1956221;2026-10-23\|15.08\|-1.37\|14.60\|15.27\|14.14\|1714576;2026-10-26\|13.93\|-7.63\|14.80\|14.80\|13.93\|1185059;2026-10-27\|13.28\|-4.67\|13.93\|14.20\|13.26\|1347990;2026-10-28\|13.71\|3.24\|13.50\|13.84\|13.25\|1309314;2026-10-29\|13.79\|0.58\|13.71\|14.50\|13.37\|1779780;2026-10-30\|12.81\|-7.11\|13.00\|13.89\|12.75\|1433723;2026-11-02\|12.99\|1.41\|12.94\|13.15\|12.50\|1294936;2026-11-03\|12.05\|-7.24\|12.86\|13.08\|12.05\|1415363;2026-11-04\|13.10\|8.71\|12.24\|13.20\|11.82\|2087898;2026-11-05\|13.22\|0.92\|12.70\|13.78\|12.70\|1808519;2026-11-06\|12.68\|-4.08\|12.59\|13.03\|12.43\|1034792;2026-11-09\|12.72\|0.32\|12.90\|13.07\|12.71\|790026;2026-11-10\|12.94\|1.73\|13.08\|13.16\|12.87\|781181;2026-11-11\|13.38\|3.40\|12.94\|13.44\|12.80\|1156818
121969	美股存储板块大涨；长鑫科技总市值突破4万亿	存储芯片+定增扩产+扭亏为盈行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月9日公告，公司2026年半年度实现扭亏为盈，预计净利润2600万元左右，主要因半导体存储业务收入占比已超70%，受益行业景气，营收及净利润同比大幅增长。 2、据2026年6月18日公告，公司拟以简易程序向特定对象发行股票，募资用于嵌入式存储芯片扩产项目，重点扩大LPDDR、EMMC、SD NAND等嵌入式存储器产能，目前已通过部分产品验证并收到客户订单。 3、据2026年6月16日业绩说明会及2026年5月28日互动易，公司主营半导体存储器的研发设计、封装测试及销售，产品包括固态硬盘、移动存储等，存储业务收入占比已超70%，已成为公司最主要业务。	公司拟定增1.29亿元加码半导体存储业务	2026-07-02\|21.63\|-1.68\|21.17\|22.76\|21.17\|314326;2026-07-03\|21.44\|-0.88\|21.63\|22.30\|21.03\|200112;2026-07-06\|21.21\|-1.07\|22.29\|22.30\|20.33\|204026;2026-07-07\|20.10\|-5.23\|20.55\|20.85\|19.83\|197763;2026-07-08\|19.04\|-5.27\|20.10\|20.25\|18.30\|158329;2026-07-09\|18.90\|-0.74\|18.45\|18.95\|17.42\|223309;2026-07-10\|18.60\|-1.59\|18.90\|19.80\|18.41\|169927;2026-07-13\|16.74\|-10.00\|18.41\|18.48\|16.74\|133710;2026-07-14\|17.12\|2.27\|16.32\|17.25\|15.82\|181144;2026-07-15\|16.62\|-2.92\|17.25\|17.50\|16.27\|107853;2026-07-16\|15.91\|-4.27\|16.48\|16.62\|15.54\|109801;2026-07-17\|14.32\|-9.99\|15.91\|15.91\|14.32\|112046;2026-07-20\|12.89\|-9.99\|14.18\|14.29\|12.89\|158584;2026-07-21\|13.20\|2.40\|12.57\|13.23\|11.60\|262231;2026-07-22\|12.83\|-2.80\|12.95\|13.44\|12.60\|188373;2026-07-23\|13.14\|2.42\|12.95\|13.23\|12.63\|111661;2026-07-24\|12.62\|-3.96\|13.10\|13.18\|12.56\|107429;2026-07-27\|13.23\|4.83\|12.98\|13.39\|12.50\|138842;2026-07-28\|12.57\|-4.99\|13.01\|13.70\|12.53\|125043;2026-07-29\|12.19\|-3.02\|12.45\|12.55\|11.60\|137239;2026-07-30\|11.48\|-5.82\|12.09\|12.23\|11.29\|128160;2026-07-31\|12.63\|10.02\|12.10\|12.63\|12.10\|79704;2026-08-03\|12.18\|-3.56\|12.47\|12.63\|12.02\|178343;2026-08-04\|12.75\|4.68\|12.31\|12.82\|12.26\|145802;2026-08-05\|13.46\|5.57\|12.99\|13.62\|12.90\|158096;2026-08-06\|13.74\|2.08\|13.23\|13.83\|13.20\|129792;2026-08-07\|14.25\|3.71\|13.80\|14.33\|13.42\|141963;2026-08-10\|14.36\|0.77\|14.35\|14.58\|13.96\|104048;2026-08-11\|14.25\|-0.77\|14.36\|14.44\|14.03\|81300;2026-08-12\|14.53\|1.96\|14.30\|14.60\|14.25\|71725;2026-08-13\|14.10\|-2.96\|14.67\|15.09\|14.10\|91311;2026-08-14\|14.19\|0.64\|14.29\|14.41\|13.93\|81368;2026-08-17\|15.04\|5.99\|14.19\|15.08\|14.19\|112726;2026-08-18\|14.95\|-0.60\|15.09\|15.46\|14.75\|107997;2026-08-19\|13.98\|-6.49\|14.50\|14.88\|13.86\|109952;2026-08-20\|13.91\|-0.50\|14.21\|14.29\|13.82\|75714;2026-08-21\|14.05\|1.01\|13.91\|14.18\|13.63\|67765;2026-08-24\|13.72\|-2.35\|14.07\|14.16\|13.40\|70178;2026-08-25\|13.93\|1.53\|13.50\|14.00\|13.20\|68034;2026-08-26\|13.83\|-0.72\|14.01\|14.06\|13.69\|52213;2026-08-27\|14.23\|2.89\|13.83\|14.30\|13.80\|59694;2026-08-28\|13.87\|-2.53\|14.24\|14.26\|13.85\|70308;2026-08-31\|14.08\|1.51\|13.87\|14.20\|13.71\|75569;2026-09-01\|13.86\|-1.56\|14.16\|14.17\|13.64\|61586;2026-09-02\|13.69\|-1.23\|13.63\|13.89\|13.39\|60959;2026-09-03\|13.59\|-0.73\|13.78\|13.90\|13.44\|49140;2026-09-04\|13.32\|-1.99\|13.72\|13.85\|13.18\|49750;2026-09-07\|13.58\|1.95\|13.46\|13.80\|13.41\|61902;2026-09-08\|14.62\|7.66\|13.58\|14.94\|13.52\|272322;2026-09-09\|14.29\|-2.26\|14.63\|14.84\|14.25\|252265;2026-09-10\|15.72\|10.01\|14.17\|15.72\|14.10\|187905;2026-09-11\|15.33\|-2.48\|15.22\|15.56\|14.83\|366392;2026-09-14\|14.92\|-2.67\|15.18\|15.50\|14.76\|229924;2026-09-15\|15.68\|5.09\|14.70\|15.97\|14.62\|386227;2026-09-16\|15.77\|0.57\|15.93\|15.99\|15.37\|341910;2026-09-17\|15.17\|-3.80\|15.40\|15.72\|15.08\|238774;2026-09-18\|16.69\|10.02\|15.48\|16.69\|15.34\|409506;2026-09-21\|18.36\|10.01\|17.46\|18.36\|17.35\|229639;2026-09-22\|18.22\|-0.76\|19.30\|20.20\|17.60\|671550;2026-09-23\|17.27\|-5.21\|17.27\|18.00\|17.17\|401669;2026-09-24\|17.09\|-1.04\|16.90\|17.42\|16.42\|345615;2026-09-28\|15.90\|-6.96\|16.86\|17.16\|15.80\|272620;2026-09-29\|15.84\|-0.38\|15.77\|16.70\|15.71\|182944;2026-09-30\|15.20\|-4.04\|16.01\|16.08\|14.80\|228829;2026-10-08\|14.64\|-3.68\|14.83\|15.44\|14.53\|171759;2026-10-09\|14.58\|-0.41\|14.40\|14.67\|13.67\|166742;2026-10-12\|13.69\|-6.10\|14.33\|14.59\|13.67\|130053;2026-10-13\|13.95\|1.90\|13.42\|14.08\|12.98\|131494;2026-10-14\|13.37\|-4.16\|13.95\|14.02\|13.37\|73617;2026-10-15\|12.60\|-5.76\|12.88\|13.12\|12.55\|94950;2026-10-16\|12.52\|-0.63\|13.35\|13.35\|12.41\|113978;2026-10-19\|12.58\|0.48\|12.48\|12.78\|11.88\|135313;2026-10-20\|12.86\|2.23\|12.65\|12.99\|12.49\|110325;2026-10-21\|12.98\|0.93\|13.04\|13.17\|12.88\|81783;2026-10-22\|12.45\|-4.08\|12.99\|13.06\|12.40\|84922;2026-10-23\|12.81\|2.89\|12.10\|12.82\|11.71\|133845;2026-10-26\|12.25\|-4.37\|12.74\|12.74\|12.23\|82773;2026-10-27\|11.75\|-4.08\|12.50\|12.59\|11.68\|68097;2026-10-28\|12.17\|3.57\|11.91\|12.27\|11.83\|96507;2026-10-29\|11.61\|-4.60\|12.11\|12.21\|11.60\|79053;2026-10-30\|10.98\|-5.43\|11.20\|11.70\|10.97\|96442;2026-11-02\|11.10\|1.09\|10.94\|11.15\|10.47\|113775;2026-11-03\|10.54\|-5.04\|11.00\|11.17\|10.52\|86478;2026-11-04\|11.05\|4.84\|10.60\|11.11\|10.24\|128359;2026-11-05\|11.38\|2.99\|10.91\|11.49\|10.80\|121396;2026-11-06\|10.94\|-3.87\|10.90\|11.18\|10.71\|83613;2026-11-09\|10.90\|-0.37\|11.17\|11.19\|10.87\|64120;2026-11-10\|11.28\|3.49\|11.18\|11.35\|11.07\|83939;2026-11-11\|11.55\|2.39\|11.22\|11.57\|11.16\|80647
121968	美股存储板块大涨；长鑫科技总市值突破4万亿	光刻胶+半导体清洗+季铵化合物行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2025年5月13日互动易，公司开发的光刻胶显影液产品已实现批量生产；今日光刻胶板块短线拉升，市场关注公司在该领域的业务布局。 2、据2025年6月13日互动易，公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用。 3、据2026年5月21日投资者关系活动记录表，公司主营季铵盐、季铵碱、季鏻盐、冠醚等催化新材料，为国家级专精特新“小巨人”企业，产品应用于电子化学品等领域。	1、公司四乙基氢氧化铵在半导体清洗领域已实现市场化应用； 2、公司正在从事的主要研发项目包含环氧丙烷类催化剂的工艺开发，光刻胶显影液、刻蚀液已实现批量生产，四乙基氢氧化铵已在半导体清洗领域实现市场化应用	2026-07-02\|60.37\|2.86\|57.46\|63.50\|55.50\|116218;2026-07-03\|57.27\|-5.13\|60.13\|61.72\|56.78\|70423;2026-07-06\|56.12\|-2.01\|57.98\|58.96\|54.10\|61209;2026-07-07\|55.24\|-1.57\|55.00\|57.70\|54.29\|47895;2026-07-08\|50.50\|-8.58\|54.11\|55.00\|50.00\|47757;2026-07-09\|51.87\|2.71\|51.74\|52.88\|49.16\|34011;2026-07-10\|50.08\|-3.45\|52.32\|54.16\|50.07\|35467;2026-07-13\|55.09\|10.00\|49.00\|55.09\|49.00\|28146;2026-07-14\|52.85\|-4.07\|55.55\|56.00\|51.04\|60587;2026-07-15\|50.60\|-4.26\|52.85\|53.20\|49.40\|43027;2026-07-16\|51.51\|1.80\|49.59\|55.50\|47.40\|73293;2026-07-17\|54.81\|6.41\|50.99\|56.66\|49.51\|92338;2026-07-20\|49.33\|-10.00\|55.01\|56.44\|49.33\|79206;2026-07-21\|44.40\|-9.99\|44.40\|47.03\|44.40\|65941;2026-07-22\|47.17\|6.24\|42.96\|48.84\|42.66\|83650;2026-07-23\|48.17\|2.12\|46.50\|50.22\|46.04\|61201;2026-07-24\|44.73\|-7.14\|47.05\|47.75\|44.66\|36267;2026-07-27\|45.94\|2.71\|44.75\|47.20\|43.50\|30822;2026-07-28\|44.00\|-4.22\|45.00\|47.50\|43.54\|38870;2026-07-29\|42.00\|-4.55\|43.60\|43.95\|39.70\|50659;2026-07-30\|40.66\|-3.19\|41.80\|41.97\|40.55\|29799;2026-07-31\|44.73\|10.01\|43.00\|44.73\|42.00\|24168;2026-08-03\|44.48\|-0.56\|44.43\|45.50\|43.50\|40691;2026-08-04\|44.79\|0.70\|44.55\|45.80\|44.06\|32965;2026-08-05\|47.59\|6.25\|44.59\|48.27\|44.16\|41457;2026-08-06\|48.35\|1.60\|46.50\|48.80\|46.50\|29085;2026-08-07\|48.39\|0.08\|47.95\|48.97\|46.48\|26767;2026-08-10\|48.06\|-0.68\|47.61\|48.69\|47.34\|16802;2026-08-11\|47.41\|-1.35\|47.79\|48.07\|47.04\|14803;2026-08-12\|48.10\|1.46\|47.46\|48.75\|47.17\|16146;2026-08-13\|47.35\|-1.56\|48.50\|49.00\|47.30\|22034;2026-08-14\|47.43\|0.17\|47.80\|47.98\|46.72\|15020;2026-08-17\|50.29\|6.03\|47.57\|50.38\|47.57\|30082;2026-08-18\|51.15\|1.71\|49.99\|51.37\|49.70\|23177;2026-08-19\|48.70\|-4.79\|50.40\|50.76\|48.61\|21813;2026-08-20\|47.65\|-2.16\|49.51\|49.51\|47.51\|18277;2026-08-21\|48.22\|1.20\|47.67\|48.70\|46.33\|14468;2026-08-24\|47.20\|-2.12\|48.15\|48.43\|46.08\|13805;2026-08-25\|46.00\|-2.54\|46.75\|46.75\|44.80\|12472;2026-08-26\|45.79\|-0.46\|46.00\|46.20\|45.10\|11633;2026-08-27\|46.11\|0.70\|45.23\|46.94\|45.23\|14333;2026-08-28\|45.86\|-0.54\|46.08\|46.64\|45.66\|14406;2026-08-31\|46.99\|2.46\|45.06\|47.20\|45.05\|18365;2026-09-01\|45.87\|-2.38\|46.61\|46.95\|45.27\|15207;2026-09-02\|45.93\|0.13\|45.49\|46.32\|45.32\|10536;2026-09-03\|45.70\|-0.50\|46.00\|46.38\|44.90\|11938;2026-09-04\|45.72\|0.04\|45.70\|46.79\|45.28\|12725;2026-09-07\|48.38\|5.82\|45.80\|48.81\|45.70\|31954;2026-09-08\|50.50\|4.38\|48.38\|51.05\|47.80\|39662;2026-09-09\|52.70\|4.36\|50.50\|53.34\|50.50\|38325;2026-09-10\|49.29\|-6.47\|52.63\|52.63\|49.12\|33696;2026-09-11\|49.21\|-0.16\|50.02\|50.24\|47.95\|29369;2026-09-14\|50.02\|1.65\|49.00\|50.40\|47.98\|26411;2026-09-15\|51.57\|3.10\|49.50\|52.15\|49.15\|26547;2026-09-16\|54.20\|5.10\|51.66\|55.30\|50.63\|39004;2026-09-17\|53.83\|-0.68\|56.94\|57.30\|52.69\|46591;2026-09-18\|59.21\|9.99\|54.29\|59.21\|54.00\|57328;2026-09-21\|61.99\|4.70\|60.43\|65.08\|59.56\|102785;2026-09-22\|61.60\|-0.63\|62.62\|63.50\|61.00\|48718;2026-09-23\|60.09\|-2.45\|61.29\|61.44\|59.79\|40450;2026-09-24\|59.87\|-0.37\|59.74\|61.34\|58.27\|41858;2026-09-28\|58.00\|-3.12\|59.27\|63.50\|57.00\|45154;2026-09-29\|57.75\|-0.43\|57.05\|58.21\|56.05\|29631;2026-09-30\|56.05\|-2.94\|58.26\|59.02\|56.00\|22288;2026-10-08\|53.70\|-4.19\|56.01\|57.26\|53.46\|26900;2026-10-09\|52.90\|-1.49\|53.17\|54.13\|50.61\|27156;2026-10-12\|48.95\|-7.47\|52.42\|52.63\|48.88\|33760;2026-10-13\|49.77\|2.51\|47.30\|50.56\|45.50\|41076;2026-10-14\|50.49\|1.45\|49.77\|52.26\|49.36\|34339;2026-10-15\|50.30\|-0.38\|49.00\|51.44\|47.49\|30995;2026-10-16\|47.42\|-5.73\|51.00\|51.00\|47.10\|31178;2026-10-19\|48.09\|1.41\|47.11\|48.38\|45.53\|20967;2026-10-20\|48.42\|0.69\|47.96\|49.00\|46.97\|17330;2026-10-21\|46.90\|-3.14\|48.90\|49.00\|46.54\|17518;2026-10-22\|46.20\|-1.49\|46.90\|48.24\|45.58\|22264;2026-10-23\|46.26\|0.13\|45.20\|46.48\|43.09\|26748;2026-10-26\|45.65\|-1.32\|45.99\|46.47\|45.06\|16183;2026-10-27\|43.01\|-5.78\|45.60\|45.68\|43.01\|22057;2026-10-28\|44.16\|2.67\|43.98\|44.60\|42.50\|18806;2026-10-29\|43.08\|-2.45\|44.20\|45.05\|43.00\|17326;2026-10-30\|40.32\|-6.41\|41.70\|42.53\|40.10\|23111;2026-11-02\|41.14\|2.03\|40.33\|41.55\|39.40\|18158;2026-11-03\|39.04\|-5.10\|40.70\|40.99\|38.41\|18546;2026-11-04\|41.07\|5.20\|39.00\|41.44\|38.29\|22081;2026-11-05\|41.34\|0.66\|40.44\|42.24\|40.44\|20056;2026-11-06\|41.54\|0.48\|39.64\|41.72\|38.72\|29828;2026-11-09\|42.39\|2.05\|41.54\|43.53\|41.52\|22690;2026-11-10\|42.57\|0.42\|42.56\|43.19\|42.28\|17700;2026-11-11\|42.99\|0.99\|42.50\|43.75\|42.38\|17920
121967	美股存储板块大涨；长鑫科技总市值突破4万亿	成套开关设备+应用于集成电路+订单增长行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年5月15日机构调研，截至2026年4月28日公司新签合同订单10.86亿元含税，已超过2025年度全年营业收入金额。 2、据2026年4月29日年报，公司成套开关设备主要客户集中在集成电路、国家电网等领域，凭借项目经验服务于多家国内知名半导体企业。 3、据2026年4月29日年报，公司投资业务通过股权直投及私募基金参与，投资项目涵盖集成电路等领域，并持有江苏容汇通用锂业股份有限公司股权。	公司生产的成套开关设备已应用在中芯国际及其下属公司	2026-07-02\|20.15\|-2.37\|20.52\|20.64\|20.00\|57576;2026-07-03\|20.20\|0.25\|20.23\|20.91\|19.94\|61220;2026-07-06\|19.56\|-3.17\|20.32\|20.33\|19.11\|51811;2026-07-07\|18.76\|-1.68\|19.24\|19.37\|18.50\|53684;2026-07-08\|18.03\|-3.89\|18.75\|19.00\|18.00\|41479;2026-07-09\|19.83\|9.98\|18.06\|19.83\|18.06\|30735;2026-07-10\|21.81\|9.98\|21.09\|21.81\|20.75\|95315;2026-07-13\|20.33\|-6.79\|21.45\|22.39\|20.22\|176633;2026-07-14\|20.34\|0.05\|20.34\|20.73\|19.60\|105490;2026-07-15\|20.16\|-0.89\|20.80\|21.19\|19.93\|120536;2026-07-16\|20.49\|1.64\|19.53\|21.11\|19.33\|138884;2026-07-17\|18.44\|-10.00\|20.30\|20.34\|18.44\|117258;2026-07-20\|17.25\|-6.45\|18.26\|19.29\|17.05\|116133;2026-07-21\|17.44\|1.10\|17.56\|17.62\|15.83\|102709;2026-07-22\|16.93\|-2.92\|17.27\|17.56\|16.85\|73460;2026-07-23\|17.19\|1.54\|16.93\|17.27\|16.61\|61020;2026-07-24\|16.66\|-3.08\|17.15\|17.19\|16.50\|58789;2026-07-27\|17.05\|2.34\|16.43\|17.32\|16.43\|43369;2026-07-28\|16.75\|-1.76\|16.91\|17.33\|16.65\|40384;2026-07-29\|16.50\|-1.49\|16.76\|17.04\|16.25\|45595;2026-07-30\|15.57\|-5.64\|16.39\|16.58\|15.50\|59747;2026-07-31\|17.13\|10.02\|15.84\|17.13\|15.84\|68359;2026-08-03\|17.45\|1.87\|17.50\|17.68\|16.76\|106576;2026-08-04\|18.18\|4.18\|17.64\|18.26\|17.47\|55411;2026-08-05\|20.00\|10.01\|18.19\|20.00\|18.12\|59421;2026-08-06\|20.19\|0.95\|20.03\|20.39\|19.23\|101064;2026-08-07\|20.47\|1.39\|20.19\|20.67\|20.17\|66257;2026-08-10\|20.77\|1.47\|20.50\|20.79\|20.05\|57686;2026-08-11\|20.75\|-0.10\|20.55\|21.07\|20.27\|52511;2026-08-12\|21.44\|3.33\|20.70\|21.54\|20.53\|62621;2026-08-13\|21.61\|0.79\|21.60\|21.99\|21.26\|71972;2026-08-14\|22.33\|3.33\|21.49\|22.36\|21.39\|59620;2026-08-17\|24.33\|8.96\|22.60\|24.56\|22.40\|232257;2026-08-18\|26.10\|7.28\|24.39\|26.66\|24.02\|237912;2026-08-19\|26.30\|0.77\|25.74\|27.48\|25.52\|173129;2026-08-20\|23.67\|-10.00\|26.32\|26.41\|23.67\|212345;2026-08-21\|23.07\|-2.53\|23.11\|23.80\|22.56\|186065;2026-08-24\|21.32\|-7.59\|23.09\|23.14\|20.80\|154725;2026-08-25\|20.62\|-3.28\|21.53\|21.57\|19.97\|114941;2026-08-26\|20.74\|0.58\|20.53\|21.42\|20.28\|122533;2026-08-27\|21.01\|1.30\|20.55\|21.08\|20.23\|114240;2026-08-28\|20.65\|-1.71\|20.92\|21.18\|20.60\|66547;2026-08-31\|20.37\|-1.36\|20.41\|20.80\|20.25\|84863;2026-09-01\|19.85\|-2.55\|20.28\|20.38\|19.67\|77765;2026-09-02\|19.37\|-2.42\|19.62\|19.74\|19.37\|58646;2026-09-03\|19.20\|-0.88\|19.37\|19.53\|18.97\|62050;2026-09-04\|18.63\|-2.97\|19.21\|19.38\|18.49\|61101;2026-09-07\|18.83\|1.07\|18.68\|18.98\|18.50\|52674;2026-09-08\|18.50\|-1.75\|18.85\|18.86\|18.42\|49389;2026-09-09\|18.45\|-0.27\|18.53\|18.65\|18.28\|46141;2026-09-10\|17.97\|-2.60\|18.31\|18.33\|17.90\|48201;2026-09-11\|18.02\|0.28\|17.80\|18.33\|17.22\|96259;2026-09-14\|19.82\|9.99\|18.20\|19.82\|18.14\|131253;2026-09-15\|18.70\|-5.65\|19.80\|19.90\|18.65\|221177;2026-09-16\|18.68\|-0.11\|18.60\|18.85\|18.23\|128526;2026-09-17\|18.48\|-1.07\|18.51\|18.80\|18.32\|85996;2026-09-18\|18.83\|1.89\|18.60\|18.96\|18.50\|101505;2026-09-21\|19.16\|1.75\|18.90\|19.35\|18.78\|101650;2026-09-22\|19.08\|-0.42\|19.30\|19.59\|19.00\|86672;2026-09-23\|18.52\|-2.94\|18.98\|19.04\|18.41\|75288;2026-09-24\|18.41\|-0.59\|18.48\|18.79\|18.31\|72545;2026-09-28\|17.97\|-2.39\|18.41\|18.49\|17.75\|59771;2026-09-29\|17.90\|-0.39\|17.86\|18.11\|17.70\|43740;2026-09-30\|17.81\|-0.50\|18.11\|18.13\|17.73\|39149;2026-10-08\|17.70\|-0.62\|17.82\|18.37\|17.46\|45425;2026-10-09\|17.92\|1.24\|17.63\|18.07\|16.75\|89156;2026-10-12\|17.31\|-3.40\|17.81\|17.84\|17.30\|45132;2026-10-13\|17.23\|-0.46\|17.11\|17.35\|16.60\|52534;2026-10-14\|16.63\|-3.48\|17.19\|17.23\|16.61\|44078;2026-10-15\|16.14\|-2.95\|16.10\|16.43\|16.10\|42627;2026-10-16\|16.17\|0.19\|16.40\|16.70\|16.04\|37293;2026-10-19\|15.95\|-1.36\|16.04\|16.25\|15.82\|44266;2026-10-20\|16.05\|0.63\|15.95\|16.24\|15.82\|36710;2026-10-21\|16.14\|0.56\|16.19\|16.39\|16.06\|30419;2026-10-22\|15.76\|-2.35\|16.06\|16.37\|15.71\|44323;2026-10-23\|15.50\|-1.65\|15.49\|15.76\|14.44\|86393;2026-10-26\|15.21\|-1.87\|15.45\|15.49\|15.14\|43134;2026-10-27\|14.40\|-5.33\|15.41\|15.42\|14.37\|58611;2026-10-28\|14.66\|1.81\|14.59\|14.83\|14.32\|44562;2026-10-29\|14.17\|-3.34\|14.55\|14.60\|14.15\|34209;2026-10-30\|13.44\|-5.15\|14.00\|14.18\|13.44\|48116;2026-11-02\|13.64\|1.49\|13.47\|13.69\|13.28\|58198;2026-11-03\|13.22\|-3.08\|13.58\|13.92\|13.16\|48589;2026-11-04\|13.95\|5.52\|13.28\|13.95\|13.14\|57371;2026-11-05\|14.23\|2.01\|13.89\|14.58\|13.76\|47973;2026-11-06\|14.07\|-1.12\|13.90\|14.19\|13.73\|36155;2026-11-09\|13.98\|-0.64\|14.42\|14.42\|13.93\|31996;2026-11-10\|14.31\|2.36\|14.29\|14.35\|14.06\|25461;2026-11-11\|14.46\|1.05\|14.23\|14.49\|14.22\|27888
121966	美股存储板块大涨；长鑫科技总市值突破4万亿	存储芯片+拟收购嘉合劲威+夜间经济行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月30日公告，公司拟通过发行股份及支付现金方式收购嘉合劲威100%股权，标的公司主营内存条、固态硬盘与嵌入式芯片等半导体存储产品；据2026年5月16日公告，嘉合劲威是国内较早推出基于国产存储芯片的内存模组企业之一。 2、据2026年7月1日盘中快讯，存储芯片板块盘初再度走强，公司因收购事项具备存储芯片概念属性，跟随板块活跃。 3、据2025年年度报告，公司是业内领先的夜间经济综合服务商，曾完成北京冬奥会等夜景照明标杆工程，并布局智慧停车等智慧城市业务。	公司拟收购嘉合劲威，切入存储领域	2026-07-02\|112.28\|7.65\|104.00\|114.73\|104.00\|120209;2026-07-03\|120.06\|6.93\|111.96\|122.44\|105.89\|99569;2026-07-06\|111.49\|-7.14\|120.96\|123.45\|110.47\|71908;2026-07-07\|105.50\|-5.37\|106.61\|110.99\|102.61\|65827;2026-07-08\|98.80\|-6.35\|105.23\|107.77\|98.56\|52080;2026-07-09\|92.32\|-6.56\|100.00\|101.95\|89.79\|87889;2026-07-10\|101.55\|10.00\|96.01\|101.55\|92.50\|18649;2026-07-13\|96.23\|-5.24\|102.94\|111.00\|95.05\|91018;2026-07-14\|98.33\|2.18\|95.56\|103.50\|93.41\|59188;2026-07-15\|99.30\|0.99\|102.77\|106.93\|98.36\|62865;2026-07-16\|98.50\|-0.81\|97.56\|103.99\|94.45\|49609;2026-07-17\|88.65\|-10.00\|98.52\|100.47\|88.65\|29815;2026-07-20\|79.79\|-9.99\|79.79\|83.43\|79.79\|33543;2026-07-21\|72.60\|-9.01\|74.50\|75.95\|71.81\|76185;2026-07-22\|70.95\|-2.27\|71.40\|74.49\|70.20\|56092;2026-07-23\|66.29\|-6.57\|71.00\|72.30\|65.00\|55531;2026-07-24\|63.51\|-4.19\|65.04\|66.78\|63.06\|40424;2026-07-27\|65.07\|2.46\|62.79\|65.08\|60.23\|35633;2026-07-28\|62.41\|-4.09\|63.50\|66.36\|61.70\|30111;2026-07-29\|59.90\|-4.02\|62.42\|63.34\|57.77\|42545;2026-07-30\|53.91\|-10.00\|59.80\|61.19\|53.91\|47726;2026-07-31\|59.30\|10.00\|58.42\|59.30\|58.42\|24881;2026-08-03\|57.52\|-3.00\|59.80\|62.00\|57.30\|57068;2026-08-04\|58.40\|1.53\|58.67\|58.91\|56.45\|39018;2026-08-05\|64.24\|10.00\|58.99\|64.24\|58.42\|20111;2026-08-06\|65.17\|1.45\|64.37\|66.78\|62.80\|77010;2026-08-07\|66.15\|1.50\|64.09\|66.68\|63.55\|55681;2026-08-10\|66.19\|0.06\|66.48\|67.26\|64.09\|41758;2026-08-11\|64.77\|-2.15\|66.20\|66.30\|64.33\|32855;2026-08-12\|65.89\|1.73\|64.70\|66.10\|63.71\|32578;2026-08-13\|65.33\|-0.85\|67.21\|70.00\|65.20\|53302;2026-08-14\|65.27\|-0.09\|66.38\|67.99\|64.06\|39098;2026-08-17\|68.28\|4.61\|66.49\|69.40\|65.29\|65712;2026-08-18\|69.89\|2.36\|68.06\|70.68\|68.05\|48191;2026-08-19\|65.00\|-7.00\|67.23\|68.79\|64.52\|50622;2026-08-20\|65.68\|1.05\|66.10\|67.46\|64.62\|30694;2026-08-21\|67.36\|2.56\|65.19\|67.88\|63.86\|36645;2026-08-24\|65.35\|-2.98\|67.51\|68.60\|63.85\|34808;2026-08-25\|66.04\|1.06\|64.88\|66.17\|63.23\|26657;2026-08-26\|64.50\|-2.33\|66.04\|67.20\|63.87\|30469;2026-08-27\|68.41\|6.06\|64.50\|69.83\|64.16\|48217;2026-08-28\|69.55\|1.67\|68.40\|71.48\|68.00\|42788;2026-08-31\|70.26\|1.02\|68.68\|70.44\|67.00\|30145;2026-09-01\|67.50\|-3.93\|71.60\|73.65\|66.86\|41878;2026-09-02\|67.35\|-0.22\|65.11\|67.90\|65.02\|27483;2026-09-03\|68.00\|0.97\|67.44\|68.86\|67.01\|26749;2026-09-04\|65.11\|-4.25\|68.13\|68.88\|64.43\|28905;2026-09-07\|69.15\|6.20\|66.00\|69.98\|65.26\|50665;2026-09-08\|67.72\|-2.07\|69.46\|70.70\|67.56\|28855;2026-09-09\|66.66\|-1.57\|68.50\|68.80\|65.21\|28742;2026-09-10\|66.86\|0.30\|66.50\|67.88\|65.60\|18827;2026-09-11\|65.53\|-1.99\|66.66\|66.86\|63.53\|33391;2026-09-14\|63.63\|-2.90\|64.86\|64.86\|63.01\|23953;2026-09-15\|64.50\|1.37\|63.42\|66.00\|63.24\|26506;2026-09-16\|65.80\|2.02\|64.31\|66.28\|63.80\|24650;2026-09-17\|65.85\|0.08\|65.85\|67.30\|65.10\|21838;2026-09-18\|68.97\|4.74\|66.80\|69.99\|66.30\|46605;2026-09-21\|67.99\|-1.42\|69.33\|70.86\|65.70\|41764;2026-09-22\|74.79\|10.00\|68.92\|74.79\|68.19\|39701;2026-09-23\|73.90\|-1.19\|76.80\|77.54\|71.05\|81172;2026-09-24\|69.75\|-5.62\|73.53\|73.53\|69.58\|46955;2026-09-28\|64.50\|-7.53\|68.59\|69.25\|63.29\|42069;2026-09-29\|63.54\|-1.49\|64.50\|64.79\|63.03\|26621;2026-09-30\|63.40\|-0.22\|63.70\|64.30\|62.53\|21959;2026-10-08\|62.87\|-0.84\|61.20\|65.03\|60.94\|39056;2026-10-09\|61.90\|-1.54\|62.87\|62.87\|58.03\|31664;2026-10-12\|60.63\|-2.05\|62.50\|63.79\|60.52\|22003;2026-10-13\|61.50\|1.43\|59.50\|61.94\|57.50\|21395;2026-10-14\|58.82\|-4.36\|61.52\|61.52\|58.69\|16951;2026-10-15\|55.85\|-5.05\|57.00\|57.89\|55.00\|22800;2026-10-16\|61.44\|10.01\|56.57\|61.44\|54.69\|42058;2026-10-19\|62.00\|0.91\|61.50\|64.48\|59.99\|47218;2026-10-20\|62.54\|0.87\|61.50\|64.38\|59.79\|41217;2026-10-21\|61.15\|-2.22\|62.39\|63.48\|61.02\|29758;2026-10-22\|62.22\|1.75\|62.15\|64.39\|60.11\|32035;2026-10-23\|64.15\|3.10\|60.74\|64.20\|58.39\|40987;2026-10-26\|63.45\|-1.09\|64.15\|64.43\|62.71\|20429;2026-10-27\|60.60\|-4.49\|64.30\|64.41\|60.46\|20654;2026-10-28\|62.08\|2.44\|60.90\|62.22\|60.10\|17484;2026-10-29\|58.84\|-5.22\|61.29\|62.00\|58.75\|19140;2026-10-30\|53.70\|-8.74\|56.99\|58.32\|53.38\|25987;2026-11-02\|53.79\|0.17\|53.70\|54.78\|51.95\|24318;2026-11-03\|51.16\|-4.89\|53.79\|54.47\|50.12\|25065;2026-11-04\|55.50\|8.48\|51.16\|56.00\|50.42\|31769;2026-11-05\|55.80\|0.54\|53.89\|57.27\|53.60\|24129;2026-11-06\|56.15\|0.63\|53.80\|56.70\|52.88\|24171;2026-11-09\|57.51\|2.42\|57.02\|57.77\|56.50\|17579;2026-11-10\|57.52\|0.02\|57.78\|58.70\|56.98\|15164;2026-11-11\|58.70\|2.05\|57.13\|59.12\|57.13\|16331
121965	美股存储板块大涨；长鑫科技总市值突破4万亿	存储芯片+电子雷管+低空经济行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年3月19日互动易，公司存储芯片相关产品EEPROM已实现量产，目前仅供内部产品方案使用，暂不直接对外销售。 2、据2025年年报，公司深耕民用爆破器材领域，爆破专用电子控制模块市占率连续三年高于20%，产品覆盖矿山、勘探、油气等多元特种作业场景。 3、据2025年年报，公司前瞻布局低空经济，以现有存量项目及县级合资公司为运营基石，打造可复制的区域低空运营样板点。	公司是一家具备高性能、超低功耗芯片设计能力的企业，依托自研数模混合芯片开发电子控制模块，其子公司上海先积集成电路在精密放大器等芯片领域有技术突破，产品应用于汽车、扫地机器人等领域	2026-07-02\|49.66\|-1.47\|49.00\|52.74\|47.69\|52237;2026-07-03\|46.28\|-6.81\|49.38\|49.66\|46.21\|39175;2026-07-06\|50.91\|10.00\|47.38\|50.91\|44.12\|53299;2026-07-07\|49.20\|-3.36\|51.45\|51.45\|48.51\|55275;2026-07-08\|47.89\|-2.66\|48.96\|50.88\|45.30\|39252;2026-07-09\|49.00\|2.32\|47.99\|49.38\|46.00\|42570;2026-07-10\|45.50\|-6.95\|48.96\|49.49\|45.50\|39608;2026-07-13\|43.20\|-5.05\|44.88\|48.50\|42.24\|43494;2026-07-14\|41.74\|-3.38\|41.82\|42.81\|39.34\|45826;2026-07-15\|40.49\|-2.99\|40.67\|42.95\|39.93\|25371;2026-07-16\|38.74\|-4.32\|38.50\|41.44\|38.40\|24147;2026-07-17\|34.87\|-9.99\|38.72\|38.97\|34.87\|28997;2026-07-20\|33.16\|-4.90\|34.59\|35.78\|32.53\|38750;2026-07-21\|33.44\|0.84\|33.60\|33.97\|29.84\|34630;2026-07-22\|33.64\|0.60\|32.87\|34.95\|32.63\|28942;2026-07-23\|33.45\|-0.56\|33.64\|34.03\|32.33\|17600;2026-07-24\|33.73\|0.84\|33.05\|34.32\|32.62\|17484;2026-07-27\|33.95\|0.65\|33.76\|34.51\|32.88\|18934;2026-07-28\|33.13\|-2.42\|33.50\|34.68\|32.91\|17020;2026-07-29\|32.52\|-1.84\|32.75\|33.34\|31.78\|21000;2026-07-30\|30.42\|-6.46\|32.23\|32.47\|30.30\|22603;2026-07-31\|33.46\|9.99\|31.70\|33.46\|31.70\|28116;2026-08-03\|32.94\|-1.55\|33.67\|34.68\|32.17\|33642;2026-08-04\|34.29\|4.10\|33.40\|35.12\|33.03\|30926;2026-08-05\|35.78\|4.35\|34.30\|36.28\|34.06\|29752;2026-08-06\|37.09\|3.66\|35.30\|37.17\|35.08\|26493;2026-08-07\|37.46\|1.00\|36.88\|38.09\|36.70\|25819;2026-08-10\|37.39\|-0.19\|37.46\|37.99\|36.88\|17030;2026-08-11\|37.11\|-0.75\|37.30\|37.73\|36.68\|13964;2026-08-12\|38.56\|3.91\|37.26\|39.52\|37.12\|20379;2026-08-13\|38.14\|-1.09\|38.95\|40.00\|37.99\|16843;2026-08-14\|38.48\|0.89\|38.75\|39.50\|37.85\|10252;2026-08-17\|39.64\|3.01\|38.71\|39.77\|38.46\|11205;2026-08-18\|39.68\|0.10\|39.63\|40.60\|38.85\|12375;2026-08-19\|37.41\|-5.72\|39.59\|39.59\|37.12\|14814;2026-08-20\|38.77\|3.64\|38.50\|39.68\|37.42\|20240;2026-08-21\|39.21\|1.13\|38.47\|39.40\|38.10\|13350;2026-08-24\|37.31\|-4.85\|39.29\|39.94\|36.55\|15404;2026-08-25\|37.51\|0.54\|36.56\|37.69\|36.11\|13213;2026-08-26\|37.11\|-1.07\|37.58\|37.86\|36.66\|8521;2026-08-27\|38.03\|2.48\|37.00\|38.13\|37.00\|10809;2026-08-28\|37.80\|-0.60\|38.05\|38.76\|37.65\|11131;2026-08-31\|40.57\|7.33\|37.40\|40.98\|37.30\|28639;2026-09-01\|39.39\|-2.91\|40.48\|40.58\|39.00\|19216;2026-09-02\|43.33\|10.00\|39.00\|43.33\|38.58\|35563;2026-09-03\|43.70\|0.85\|45.00\|45.28\|43.03\|59518;2026-09-04\|43.40\|-0.69\|43.70\|45.29\|43.01\|32949;2026-09-07\|45.62\|5.12\|43.18\|46.39\|43.18\|36901;2026-09-08\|46.79\|2.56\|45.60\|47.50\|45.02\|37512;2026-09-09\|46.69\|-0.21\|46.76\|47.33\|45.86\|24921;2026-09-10\|45.36\|-2.85\|46.69\|46.69\|45.00\|16191;2026-09-11\|43.49\|-4.12\|44.91\|45.00\|42.77\|22272;2026-09-14\|43.38\|-0.25\|43.50\|44.18\|42.50\|14327;2026-09-15\|44.96\|3.64\|43.38\|46.18\|43.38\|23496;2026-09-16\|47.45\|5.54\|44.87\|48.10\|44.70\|35463;2026-09-17\|46.99\|-0.97\|47.15\|49.30\|46.86\|30049;2026-09-18\|51.69\|10.00\|48.55\|51.69\|47.48\|106808;2026-09-21\|53.80\|4.08\|53.01\|54.01\|50.96\|83930;2026-09-22\|48.42\|-10.00\|52.80\|54.73\|48.42\|93631;2026-09-23\|44.77\|-7.54\|47.94\|47.95\|44.76\|86511;2026-09-24\|49.25\|10.01\|44.50\|49.25\|44.30\|73927;2026-09-28\|48.59\|-1.34\|48.75\|49.50\|46.11\|64271;2026-09-29\|46.47\|-4.36\|48.58\|48.58\|46.10\|39748;2026-09-30\|43.80\|-5.75\|47.00\|47.50\|43.80\|40598;2026-10-08\|41.78\|-4.61\|43.86\|44.45\|41.36\|33571;2026-10-09\|40.43\|-3.23\|41.82\|42.10\|38.58\|36731;2026-10-12\|38.36\|-5.12\|40.24\|40.35\|38.21\|30427;2026-10-13\|39.46\|2.87\|37.37\|40.20\|36.01\|33459;2026-10-14\|38.72\|-1.88\|39.41\|39.65\|38.25\|20656;2026-10-15\|37.98\|-1.91\|37.30\|39.37\|36.80\|30302;2026-10-16\|37.77\|-0.55\|38.33\|38.85\|37.33\|19303;2026-10-19\|38.74\|2.57\|37.80\|39.35\|37.00\|37231;2026-10-20\|41.10\|6.09\|38.65\|41.15\|37.91\|36361;2026-10-21\|41.34\|0.58\|41.25\|42.08\|40.88\|28038;2026-10-22\|40.98\|-0.87\|42.02\|42.08\|39.76\|30642;2026-10-23\|39.73\|-3.05\|39.50\|40.50\|36.88\|49987;2026-10-26\|40.92\|3.00\|39.20\|43.69\|39.05\|42807;2026-10-27\|39.43\|-3.64\|41.74\|42.40\|39.43\|27442;2026-10-28\|41.15\|4.36\|40.16\|41.23\|39.11\|25862;2026-10-29\|39.67\|-3.60\|41.00\|41.86\|39.43\|22929;2026-10-30\|37.72\|-4.92\|37.60\|40.20\|37.50\|23577;2026-11-02\|39.67\|5.17\|39.00\|40.55\|36.46\|31038;2026-11-03\|38.05\|-4.08\|39.00\|40.33\|37.80\|21248;2026-11-04\|39.79\|4.57\|38.05\|40.00\|36.65\|30054;2026-11-05\|43.04\|8.17\|39.77\|43.77\|38.88\|59548;2026-11-06\|40.93\|-4.90\|40.48\|42.27\|40.26\|39720;2026-11-09\|42.92\|4.86\|41.72\|43.38\|41.46\|32266;2026-11-10\|45.85\|6.83\|44.00\|45.99\|43.50\|35200;2026-11-11\|49.00\|6.87\|45.51\|49.88\|45.06\|45543
121964	中共中央政治局：加大逆周期调节力度，加力扩大内需	消费电子包装+包装一体化+仲裁撤案 1、据2025年年度报告，公司已与智能手机、可穿戴设备、PC终端及新型雾化产品等细分市场的全球领军企业和头部客户达成长期合作，成功构建了消费电子包装领域全方位竞争优势，客户包括小米、富士康、华为、联想、京东方等。 2、据2026年4月3日年报，公司致力于瓦楞包装产品、精品包装产品等的一体化解决方案，坚持绿色包装与智能制造；公司深化与消费电子、家具家电、新能源等行业龙头客户的战略合作，海外业务保持快速增长。 3、据2026年6月6日公告，公司收到深圳国际仲裁院出具的《撤案决定书》，申请人已撤回全部仲裁请求，此案对公司本期或期后利润不产生影响；据2026年6月2日及5月23日公告，相关方也已向法院撤回申请，公司与欧阳宣、新天地之间的系列纠纷已了结。	国际领先的包装一体化综合服务商；公司主营运输包装、精品包装、标签及电子功能材料模切产品，并持续为消费电子、白酒、家电等行业龙头提供一体化包装服务	2026-07-02\|4.29\|-0.23\|4.22\|4.37\|4.19\|575778;2026-07-03\|4.30\|0.23\|4.28\|4.35\|4.19\|463137;2026-07-06\|4.29\|-0.23\|4.29\|4.36\|4.21\|453467;2026-07-07\|4.15\|-3.26\|4.27\|4.28\|4.13\|543344;2026-07-08\|4.04\|-2.65\|4.15\|4.43\|4.00\|857217;2026-07-09\|4.33\|7.18\|4.04\|4.43\|3.99\|994851;2026-07-10\|4.53\|4.62\|4.25\|4.67\|4.21\|963282;2026-07-13\|4.36\|-3.75\|4.53\|4.55\|4.31\|635398;2026-07-14\|4.55\|4.36\|4.36\|4.55\|4.31\|584830;2026-07-15\|5.01\|10.11\|4.65\|5.01\|4.62\|1523101;2026-07-16\|5.04\|0.60\|5.01\|5.19\|4.75\|1452642;2026-07-17\|4.54\|-9.92\|5.02\|5.14\|4.54\|826325;2026-07-20\|4.09\|-9.91\|4.38\|4.49\|4.09\|828676;2026-07-21\|4.13\|0.98\|4.01\|4.15\|3.70\|1122118;2026-07-22\|4.09\|-0.97\|4.09\|4.18\|4.02\|617525;2026-07-23\|4.15\|1.47\|4.08\|4.27\|4.06\|437177;2026-07-24\|4.57\|10.12\|4.15\|4.57\|4.09\|381829;2026-07-27\|4.68\|2.41\|4.57\|4.71\|4.12\|1355427;2026-07-28\|4.58\|-2.14\|4.55\|4.89\|4.49\|968968;2026-07-29\|4.44\|-3.06\|4.49\|4.54\|4.34\|744451;2026-07-30\|4.29\|-3.38\|4.45\|4.62\|4.25\|736860;2026-07-31\|4.58\|6.76\|4.43\|4.72\|4.39\|1294844;2026-08-03\|4.46\|-2.62\|4.50\|4.65\|4.37\|822052;2026-08-04\|4.91\|10.09\|4.48\|4.91\|4.42\|900165;2026-08-05\|5.23\|6.52\|5.18\|5.36\|5.03\|1418080;2026-08-06\|5.59\|6.88\|5.24\|5.61\|5.10\|1473767;2026-08-07\|5.34\|-4.47\|5.42\|5.59\|5.26\|1037341;2026-08-10\|5.47\|2.43\|5.40\|5.54\|5.23\|711865;2026-08-11\|5.32\|-2.74\|5.40\|5.50\|5.29\|576037;2026-08-12\|5.27\|-0.94\|5.32\|5.38\|5.21\|579957;2026-08-13\|5.26\|-0.19\|5.30\|5.45\|5.23\|481882;2026-08-14\|5.20\|-1.14\|5.26\|5.36\|5.11\|394677;2026-08-17\|5.18\|-0.38\|5.22\|5.22\|5.01\|394965;2026-08-18\|5.13\|-0.97\|5.19\|5.21\|5.08\|322060;2026-08-19\|4.62\|-9.94\|5.10\|5.11\|4.62\|756844;2026-08-20\|4.61\|-0.22\|4.68\|4.75\|4.55\|421555;2026-08-21\|4.71\|2.17\|4.65\|4.74\|4.55\|402953;2026-08-24\|4.72\|0.21\|4.67\|4.75\|4.58\|355851;2026-08-25\|4.89\|3.60\|4.72\|4.92\|4.58\|432281;2026-08-26\|4.83\|-1.23\|4.88\|4.93\|4.80\|307858;2026-08-27\|5.08\|5.18\|4.82\|5.16\|4.80\|506852;2026-08-28\|5.17\|1.77\|5.07\|5.38\|5.02\|472286;2026-08-31\|5.69\|10.06\|5.15\|5.69\|5.10\|836291;2026-09-01\|5.56\|-2.28\|5.62\|5.80\|5.49\|906778;2026-09-02\|5.41\|-2.70\|5.50\|5.55\|5.40\|388718;2026-09-03\|5.27\|-2.59\|5.43\|5.46\|5.26\|402175;2026-09-04\|5.21\|-1.14\|5.31\|5.40\|5.17\|345041;2026-09-07\|5.25\|0.77\|5.23\|5.27\|5.17\|291559;2026-09-08\|5.57\|6.10\|5.20\|5.62\|5.15\|843552;2026-09-09\|5.55\|-0.36\|5.58\|5.66\|5.44\|431606;2026-09-10\|5.30\|-4.50\|5.55\|5.57\|5.25\|519494;2026-09-11\|5.15\|-2.83\|5.14\|5.30\|5.01\|528977;2026-09-14\|5.17\|0.39\|5.11\|5.20\|4.92\|498386;2026-09-15\|5.26\|1.74\|5.19\|5.30\|5.03\|417624;2026-09-16\|5.79\|10.08\|5.27\|5.79\|5.25\|1269421;2026-09-17\|5.56\|-3.97\|5.66\|5.71\|5.32\|1091290;2026-09-18\|5.70\|2.52\|5.68\|5.90\|5.59\|902983;2026-09-21\|6.27\|10.00\|5.98\|6.27\|5.97\|342632;2026-09-22\|6.90\|10.05\|6.90\|6.90\|6.73\|652951;2026-09-23\|6.70\|-2.90\|6.56\|7.01\|6.55\|2206665;2026-09-24\|6.35\|-5.22\|6.62\|6.67\|6.33\|1405426;2026-09-28\|6.09\|-4.09\|6.35\|6.38\|6.03\|1011597;2026-09-29\|6.70\|10.02\|6.08\|6.70\|6.07\|1464286;2026-09-30\|6.80\|1.49\|6.65\|7.08\|6.56\|1485490;2026-10-08\|6.38\|-6.18\|6.81\|6.91\|6.28\|1100330;2026-10-09\|6.40\|0.31\|6.32\|6.54\|6.01\|813324;2026-10-12\|6.17\|-3.59\|6.33\|6.42\|6.06\|565810;2026-10-13\|6.26\|1.46\|6.09\|6.40\|5.91\|786981;2026-10-14\|5.81\|-7.19\|6.23\|6.29\|5.76\|793465;2026-10-15\|5.46\|-6.02\|5.55\|5.76\|5.42\|650317;2026-10-16\|5.46\|1.11\|5.62\|5.68\|5.40\|506668;2026-10-19\|5.59\|2.38\|5.38\|5.68\|5.16\|660007;2026-10-20\|5.55\|-0.72\|5.59\|5.68\|5.45\|400962;2026-10-21\|5.57\|0.36\|5.67\|5.83\|5.53\|579530;2026-10-22\|5.15\|-7.54\|5.52\|5.57\|5.10\|653745;2026-10-23\|4.90\|-4.85\|5.03\|5.11\|4.64\|1014562;2026-10-26\|4.89\|-0.20\|4.86\|4.99\|4.71\|596006;2026-10-27\|4.59\|-6.13\|4.90\|4.96\|4.59\|410558;2026-10-28\|4.72\|2.83\|4.62\|4.75\|4.59\|398722;2026-10-29\|4.47\|-5.30\|4.79\|4.88\|4.46\|477976;2026-10-30\|4.03\|-9.84\|4.30\|4.40\|4.02\|660043;2026-11-02\|4.28\|6.20\|4.05\|4.37\|3.90\|791108;2026-11-03\|4.08\|-4.67\|4.27\|4.31\|4.00\|486393;2026-11-04\|4.28\|4.90\|4.10\|4.34\|4.02\|515149;2026-11-05\|4.38\|2.34\|4.25\|4.44\|4.23\|381425;2026-11-06\|4.28\|-2.28\|4.18\|4.36\|4.12\|346507;2026-11-09\|4.30\|0.47\|4.34\|4.38\|4.28\|246055;2026-11-10\|4.73\|10.00\|4.37\|4.73\|4.34\|704352;2026-11-11\|4.91\|3.81\|4.76\|4.93\|4.71\|837960
121963	中共中央政治局：加大逆周期调节力度，加力扩大内需	控制权变更+AI应用+在线导购 1、据2026年7月22日公告，公司控制权变更事宜已通过上海证券交易所合规性审核，繁枫智能已支付第一、二笔转让款合计约3.3亿元，控股股东将变更为安徽繁枫智能装备有限公司，实控人将变更为苗润财。 2、据2025年8月28日公告及2026年4月18日年报，公司积极将AI技术应用于导购业务，研发了AI生成导购内容工具及海外营销AI智能体，并计划在2026年全面深化AI赋能运营，构建技术驱动增长引擎。 3、据2026年4月18日年报，公司是国内领先的全场景导购平台，主营在线导购及效果营销业务，已服务包括电商平台、短剧内容平台及超200个中小商户在内的多元化广告客户群体。	国内知名的在线导购公司，基于人工智能技术开发的电商导购APP	2026-07-02\|7.53\|-10.04\|8.12\|8.32\|7.53\|573363;2026-07-03\|7.21\|-4.25\|7.32\|7.42\|7.07\|517972;2026-07-06\|6.92\|-4.02\|7.21\|7.29\|6.83\|452202;2026-07-07\|6.58\|-4.91\|6.86\|6.91\|6.54\|302779;2026-07-08\|6.40\|-2.74\|6.58\|6.60\|6.28\|270630;2026-07-09\|7.04\|10.00\|6.41\|7.04\|6.39\|205870;2026-07-10\|6.81\|-3.27\|7.04\|7.06\|6.53\|492928;2026-07-13\|6.40\|-6.02\|6.81\|6.98\|6.40\|325403;2026-07-14\|6.76\|5.62\|6.45\|6.80\|6.25\|316298;2026-07-15\|6.96\|2.96\|6.74\|7.13\|6.63\|296803;2026-07-16\|6.55\|-5.89\|7.15\|7.17\|6.52\|260386;2026-07-17\|6.18\|-5.65\|6.61\|6.70\|6.12\|237171;2026-07-20\|5.77\|-6.63\|6.11\|6.41\|5.65\|252939;2026-07-21\|5.90\|2.25\|5.90\|5.94\|5.29\|308101;2026-07-22\|5.82\|-1.36\|5.92\|6.19\|5.77\|197040;2026-07-23\|5.83\|0.17\|5.78\|5.95\|5.60\|195227;2026-07-24\|5.69\|-2.40\|5.71\|5.80\|5.65\|119284;2026-07-27\|5.91\|3.87\|5.65\|5.92\|5.63\|201136;2026-07-28\|6.05\|2.37\|5.79\|6.37\|5.73\|260306;2026-07-29\|6.66\|10.08\|6.13\|6.66\|6.13\|357889;2026-07-30\|7.33\|10.06\|6.67\|7.33\|6.66\|241619;2026-07-31\|7.74\|5.59\|7.33\|8.06\|7.00\|869832;2026-08-03\|7.12\|-8.01\|7.35\|7.48\|6.97\|630216;2026-08-04\|7.83\|9.97\|7.20\|7.83\|7.06\|399442;2026-08-05\|7.73\|-1.28\|7.83\|8.18\|7.67\|647742;2026-08-06\|7.77\|0.52\|7.73\|7.99\|7.62\|442350;2026-08-07\|7.94\|2.19\|7.70\|7.96\|7.56\|379000;2026-08-10\|8.25\|3.90\|8.05\|8.28\|7.91\|382287;2026-08-11\|8.24\|-0.12\|8.06\|8.39\|7.97\|303766;2026-08-12\|8.33\|1.09\|8.28\|8.40\|8.10\|266027;2026-08-13\|8.20\|-1.56\|8.23\|8.53\|8.20\|268893;2026-08-14\|8.36\|1.95\|8.18\|8.38\|7.99\|271469;2026-08-17\|8.45\|1.08\|8.36\|8.49\|8.19\|210497;2026-08-18\|8.82\|4.38\|8.58\|8.84\|8.29\|317555;2026-08-19\|8.38\|-4.99\|8.75\|9.20\|8.28\|327336;2026-08-20\|8.20\|-2.15\|8.38\|8.67\|8.14\|232027;2026-08-21\|8.21\|0.12\|8.18\|8.76\|8.05\|366928;2026-08-24\|8.20\|-0.12\|8.32\|8.51\|8.08\|228108;2026-08-25\|8.32\|1.46\|8.25\|8.50\|8.08\|240815;2026-08-26\|8.43\|1.32\|8.40\|8.56\|8.29\|148344;2026-08-27\|8.57\|1.66\|8.50\|8.60\|8.40\|168057;2026-08-28\|8.31\|-3.03\|8.55\|8.57\|8.26\|181636;2026-08-31\|8.86\|6.62\|8.20\|8.86\|8.20\|306771;2026-09-01\|9.14\|3.16\|9.03\|9.30\|8.93\|293487;2026-09-02\|9.75\|6.67\|9.17\|9.95\|9.07\|502600;2026-09-03\|10.28\|5.44\|9.89\|10.73\|9.89\|654573;2026-09-04\|10.30\|0.19\|10.40\|10.79\|10.07\|513803;2026-09-07\|9.92\|-3.69\|10.21\|10.47\|9.51\|433964;2026-09-08\|10.06\|1.41\|10.02\|10.19\|9.85\|250961;2026-09-09\|9.92\|-1.39\|10.15\|10.23\|9.90\|175532;2026-09-10\|9.45\|-4.74\|9.81\|9.90\|9.39\|215476;2026-09-11\|9.51\|0.63\|9.38\|9.59\|9.12\|215987;2026-09-14\|10.46\|9.99\|9.51\|10.46\|9.49\|255772;2026-09-15\|11.11\|6.21\|10.76\|11.27\|10.55\|482706;2026-09-16\|11.19\|0.72\|11.10\|11.32\|10.67\|418476;2026-09-17\|11.26\|0.63\|11.08\|11.77\|11.08\|334964;2026-09-18\|11.58\|2.84\|11.34\|11.74\|11.18\|313434;2026-09-21\|12.09\|4.40\|11.58\|12.49\|11.39\|357806;2026-09-22\|11.89\|-1.65\|12.05\|12.25\|11.83\|299307;2026-09-23\|11.66\|-1.93\|11.91\|12.29\|11.65\|333656;2026-09-24\|10.60\|-9.09\|11.21\|11.21\|10.53\|403978;2026-09-28\|10.14\|-4.34\|10.88\|10.95\|9.96\|329823;2026-09-29\|10.18\|0.39\|10.14\|10.36\|9.90\|231950;2026-09-30\|10.12\|-0.59\|10.27\|10.36\|9.79\|306945;2026-10-08\|9.33\|-7.81\|10.00\|10.11\|9.25\|233379;2026-10-09\|9.42\|0.96\|9.33\|9.55\|9.00\|244230;2026-10-12\|9.22\|-2.12\|9.40\|9.52\|9.06\|155745;2026-10-13\|10.14\|9.98\|9.16\|10.14\|8.83\|250094;2026-10-14\|9.92\|-2.17\|10.27\|10.38\|9.92\|305104;2026-10-15\|9.92\|0.00\|9.79\|10.29\|9.71\|298611;2026-10-16\|9.70\|-2.22\|10.12\|10.12\|9.61\|240689;2026-10-19\|9.70\|0.00\|9.54\|9.94\|9.38\|169008;2026-10-20\|9.62\|-0.82\|9.80\|9.83\|9.46\|139880;2026-10-21\|10.22\|6.24\|9.76\|10.57\|9.68\|291000;2026-10-22\|9.26\|-9.39\|10.06\|10.38\|9.25\|241619;2026-10-23\|9.39\|1.40\|9.10\|9.45\|8.66\|226741;2026-10-26\|8.91\|-5.11\|9.39\|9.39\|8.88\|147270;2026-10-27\|8.84\|-0.79\|9.07\|9.46\|8.82\|144283;2026-10-28\|8.99\|1.70\|8.88\|8.99\|8.63\|116412;2026-10-29\|8.58\|-4.56\|8.93\|9.04\|8.57\|87695;2026-10-30\|8.17\|-4.78\|8.50\|8.68\|8.15\|137540;2026-11-02\|8.46\|3.55\|8.17\|8.57\|7.98\|154852;2026-11-03\|8.34\|-1.42\|8.35\|8.62\|8.22\|122872;2026-11-04\|8.67\|3.96\|8.35\|8.78\|8.11\|151884;2026-11-05\|8.85\|2.08\|8.59\|8.90\|8.58\|127032;2026-11-06\|8.63\|-2.49\|8.46\|8.88\|8.35\|122686;2026-11-09\|8.54\|-1.04\|8.78\|8.86\|8.47\|96008;2026-11-10\|8.88\|3.98\|8.64\|8.93\|8.57\|119502;2026-11-11\|9.77\|10.02\|9.30\|9.77\|8.98\|224198
121962	中共中央政治局：加大逆周期调节力度，加力扩大内需	葡萄酒+有机酿酒+淄博国资入主 1、据2026年6月18日公告，公司控股股东协议转让股份已获淄博市财政局批复，控制权拟发生变更，控股股东将变更为山东齐信数字科技有限公司，实际控制人将变更为淄博市财政局。 2、据2025年年报，公司主营酿酒葡萄种植、葡萄酒及其他酒的生产和销售，是国内最早进行有机酿酒葡萄生产与加工的企业之一，拥有有机系列、生态系列、白兰地等百余种产品。 3、据2026年5月22日及5月30日异常波动公告，公司明确无注入算力计划，受让方无未来12个月资产置入计划。	中国大型葡萄酒生产企业之一，实控人变更为淄博市财政局	2026-07-02\|7.94\|1.15\|7.80\|8.55\|7.75\|359944;2026-07-03\|8.25\|3.90\|8.00\|8.42\|7.79\|340300;2026-07-06\|7.85\|-4.85\|8.15\|8.30\|7.77\|203001;2026-07-07\|7.70\|-1.91\|7.80\|7.98\|7.68\|162153;2026-07-08\|7.54\|-2.08\|7.67\|7.72\|7.40\|144900;2026-07-09\|7.57\|0.40\|7.61\|7.61\|7.23\|129927;2026-07-10\|7.88\|4.10\|7.59\|8.07\|7.45\|191812;2026-07-13\|7.63\|-3.17\|7.83\|8.03\|7.55\|177923;2026-07-14\|8.15\|6.82\|7.54\|8.16\|7.51\|288795;2026-07-15\|7.88\|-3.31\|8.16\|8.20\|7.74\|269079;2026-07-16\|7.94\|0.76\|7.83\|8.20\|7.73\|207764;2026-07-17\|7.89\|-0.63\|8.49\|8.73\|7.87\|603936;2026-07-20\|8.68\|10.01\|7.92\|8.68\|7.73\|485384;2026-07-21\|8.61\|-0.81\|8.96\|9.25\|8.26\|771122;2026-07-22\|8.25\|-4.18\|8.41\|8.46\|7.92\|496783;2026-07-23\|7.69\|-6.79\|8.02\|8.06\|7.43\|600214;2026-07-24\|6.92\|-10.01\|7.38\|7.47\|6.92\|403539;2026-07-27\|7.04\|1.73\|6.55\|7.07\|6.47\|345603;2026-07-28\|6.92\|-1.70\|6.86\|7.27\|6.86\|235223;2026-07-29\|6.88\|-0.58\|6.92\|7.04\|6.76\|238088;2026-07-30\|6.66\|-3.20\|6.90\|7.09\|6.66\|245885;2026-07-31\|7.33\|10.06\|6.66\|7.33\|6.66\|420505;2026-08-03\|7.28\|-0.68\|7.35\|7.45\|7.20\|252487;2026-08-04\|7.53\|3.43\|7.25\|7.59\|7.25\|195103;2026-08-05\|7.63\|1.33\|7.55\|7.70\|7.49\|174531;2026-08-06\|7.84\|2.75\|7.63\|7.90\|7.60\|197137;2026-08-07\|7.70\|-1.79\|7.79\|7.85\|7.59\|162071;2026-08-10\|7.88\|2.34\|7.80\|7.92\|7.68\|159419;2026-08-11\|7.88\|0.00\|7.89\|8.10\|7.76\|168919;2026-08-12\|8.13\|3.17\|7.88\|8.19\|7.80\|147990;2026-08-13\|7.99\|-1.72\|8.10\|8.30\|7.98\|133513;2026-08-14\|7.84\|-1.88\|7.96\|8.01\|7.73\|130010;2026-08-17\|7.95\|1.40\|7.81\|8.04\|7.81\|103924;2026-08-18\|8.10\|1.89\|7.97\|8.12\|7.86\|134522;2026-08-19\|7.65\|-5.56\|8.01\|8.06\|7.64\|128697;2026-08-20\|7.70\|0.65\|7.79\|7.88\|7.66\|101543;2026-08-21\|7.72\|0.26\|7.62\|7.76\|7.51\|77344;2026-08-24\|7.90\|2.33\|7.83\|7.97\|7.70\|115070;2026-08-25\|7.96\|0.76\|7.87\|8.02\|7.71\|147010;2026-08-26\|8.14\|2.26\|7.99\|8.18\|7.89\|185501;2026-08-27\|7.97\|-2.09\|8.06\|8.20\|7.92\|136530;2026-08-28\|8.22\|3.14\|8.05\|8.46\|7.99\|196390;2026-08-31\|8.21\|-0.12\|8.25\|8.32\|8.04\|150611;2026-09-01\|8.34\|1.58\|8.17\|8.38\|8.16\|133948;2026-09-02\|8.42\|0.96\|8.34\|8.56\|8.25\|159127;2026-09-03\|8.17\|-2.97\|8.37\|8.55\|8.11\|131598;2026-09-04\|8.38\|2.57\|8.20\|8.56\|8.11\|165519;2026-09-07\|8.48\|1.19\|8.40\|8.49\|8.30\|102872;2026-09-08\|8.85\|4.36\|8.48\|9.33\|8.45\|460898;2026-09-09\|8.59\|-2.94\|8.89\|8.98\|8.53\|303415;2026-09-10\|8.42\|-1.98\|8.53\|8.70\|8.37\|184679;2026-09-11\|8.16\|-3.09\|8.47\|8.96\|8.09\|201774;2026-09-14\|8.08\|-0.98\|8.06\|8.26\|8.01\|162884;2026-09-15\|7.80\|-3.47\|8.08\|8.08\|7.78\|140669;2026-09-16\|8.01\|2.69\|7.85\|8.05\|7.72\|89640;2026-09-17\|8.24\|2.87\|7.93\|8.27\|7.93\|122077;2026-09-18\|8.24\|0.00\|8.24\|8.38\|8.20\|84595;2026-09-21\|8.43\|2.31\|8.21\|8.44\|8.21\|97341;2026-09-22\|8.33\|-1.19\|8.39\|8.49\|8.27\|96823;2026-09-23\|8.30\|-0.36\|8.27\|8.54\|8.21\|137009;2026-09-24\|8.15\|-1.81\|8.23\|8.40\|8.15\|95561;2026-09-28\|8.12\|-0.37\|8.15\|8.35\|8.00\|88698;2026-09-29\|8.04\|-0.99\|8.19\|8.19\|7.98\|67305;2026-09-30\|8.07\|0.37\|8.06\|8.17\|8.00\|72251;2026-10-08\|8.35\|3.47\|8.04\|8.68\|7.96\|268889;2026-10-09\|8.58\|2.75\|8.29\|8.61\|7.86\|335772;2026-10-12\|7.99\|-6.88\|8.36\|8.48\|7.99\|211502;2026-10-13\|8.12\|1.63\|7.93\|8.14\|7.61\|185010;2026-10-14\|7.88\|-2.96\|8.16\|8.25\|7.84\|101012;2026-10-15\|7.64\|-3.05\|7.68\|7.81\|7.59\|112016;2026-10-16\|7.59\|-0.65\|7.74\|7.92\|7.51\|101950;2026-10-19\|7.27\|-4.22\|7.50\|7.68\|7.13\|115205;2026-10-20\|7.33\|0.83\|7.25\|7.44\|7.22\|73014;2026-10-21\|7.47\|1.91\|7.38\|7.60\|7.35\|90018;2026-10-22\|7.30\|-2.28\|7.51\|7.51\|7.29\|87307;2026-10-23\|7.38\|1.10\|7.21\|7.40\|6.97\|110270;2026-10-26\|7.32\|-0.81\|7.42\|7.42\|7.25\|57515;2026-10-27\|7.02\|-4.10\|7.36\|7.44\|7.01\|66357;2026-10-28\|7.09\|1.00\|7.02\|7.12\|6.93\|64373;2026-10-29\|6.93\|-2.26\|7.17\|7.17\|6.92\|75749;2026-10-30\|6.75\|-2.60\|6.84\|7.11\|6.73\|110777;2026-11-02\|6.91\|2.37\|6.74\|6.92\|6.56\|116808;2026-11-03\|6.82\|-1.30\|6.86\|7.06\|6.75\|81905;2026-11-04\|6.84\|0.29\|6.94\|6.95\|6.68\|111504;2026-11-05\|6.95\|1.61\|6.85\|6.99\|6.82\|90647;2026-11-06\|6.62\|-4.75\|6.83\|6.89\|6.60\|124374;2026-11-09\|6.57\|-0.76\|6.78\|6.78\|6.56\|96092;2026-11-10\|6.76\|2.89\|6.65\|6.79\|6.61\|92582;2026-11-11\|6.84\|1.18\|6.76\|6.84\|6.69\|75943
121961	中共中央政治局：加大逆周期调节力度，加力扩大内需	乳业+大消费+业绩增长 1、据2025年年度报告，公司2025年实现归母净利润5119.34万元，同比增长76.87%；2026年一季报实现归母净利润1581.58万元，同比增长18.86%。 2、据2025年年度报告，公司主营低温乳制品、烘焙食品及米制鲜食，在营门店总数达2009家，定位“家门口的营养早餐”，形成“奶吧+现烤”特色模式。 3、公司作为国内“低温乳制品+烘焙食品+米制鲜食”协同发展的龙头企业，深耕长三角市场二十余年，依托全产业链布局及“中央工厂+当日鲜配”供应链壁垒，在区域市场形成差异化竞争优势。	国内鲜乳烘焙知名企业	2026-07-02\|13.12\|1.47\|12.94\|13.44\|12.94\|29023;2026-07-03\|13.37\|1.91\|13.10\|13.46\|13.06\|28242;2026-07-06\|13.41\|0.30\|13.30\|13.57\|13.28\|18585;2026-07-07\|12.94\|-3.50\|13.30\|13.35\|12.88\|17354;2026-07-08\|13.02\|0.62\|12.93\|13.20\|12.76\|21362;2026-07-09\|12.75\|-2.07\|13.02\|13.05\|12.60\|23199;2026-07-10\|13.05\|2.35\|12.76\|13.25\|12.63\|28411;2026-07-13\|12.86\|-1.46\|13.05\|13.18\|12.80\|18634;2026-07-14\|13.08\|1.71\|12.84\|13.12\|12.75\|24472;2026-07-15\|13.48\|3.06\|13.08\|13.54\|12.99\|36547;2026-07-16\|13.97\|3.63\|13.47\|14.19\|13.33\|53572;2026-07-17\|14.63\|4.72\|13.97\|15.37\|13.97\|158956;2026-07-20\|15.70\|7.31\|14.41\|15.96\|13.91\|179708;2026-07-21\|14.35\|-8.60\|15.01\|15.22\|14.13\|148791;2026-07-22\|14.35\|0.00\|13.61\|14.60\|13.61\|100583;2026-07-23\|13.80\|-3.83\|14.05\|14.15\|13.61\|83498;2026-07-24\|13.00\|-5.80\|13.88\|13.88\|12.98\|72496;2026-07-27\|13.23\|1.77\|12.95\|13.35\|12.79\|49171;2026-07-28\|14.55\|9.98\|13.10\|14.55\|13.10\|89072;2026-07-29\|16.01\|10.03\|15.44\|16.01\|15.20\|55757;2026-07-30\|17.61\|9.99\|17.61\|17.61\|17.61\|27845;2026-07-31\|19.37\|9.99\|17.44\|19.37\|17.00\|212255;2026-08-03\|21.31\|10.02\|19.37\|21.31\|18.40\|385828;2026-08-04\|21.69\|1.78\|20.00\|23.32\|20.00\|412736;2026-08-05\|23.34\|7.61\|22.03\|23.64\|21.81\|382797;2026-08-06\|21.66\|-7.20\|22.55\|23.69\|21.21\|399182;2026-08-07\|22.84\|5.45\|21.66\|23.48\|20.60\|403507;2026-08-10\|25.12\|9.98\|22.80\|25.12\|22.21\|310383;2026-08-11\|27.63\|9.99\|25.72\|27.63\|25.00\|415990;2026-08-12\|30.39\|9.99\|27.80\|30.39\|27.01\|283836;2026-08-13\|33.43\|10.00\|32.00\|33.43\|31.13\|259799;2026-08-14\|31.91\|-4.55\|34.33\|34.96\|30.09\|416295;2026-08-17\|35.10\|10.00\|32.42\|35.10\|32.02\|324396;2026-08-18\|38.61\|10.00\|35.10\|38.61\|34.00\|422175;2026-08-19\|34.75\|-10.00\|34.75\|34.75\|34.75\|30003;2026-08-20\|35.05\|0.86\|31.28\|37.10\|31.28\|395773;2026-08-21\|31.55\|-9.99\|31.56\|32.90\|31.55\|191147;2026-08-24\|28.40\|-9.98\|29.52\|30.40\|28.40\|236547;2026-08-25\|29.94\|5.42\|27.81\|30.13\|27.81\|277455;2026-08-26\|31.40\|4.88\|29.29\|31.59\|29.00\|265022;2026-08-27\|31.52\|0.38\|31.40\|32.65\|30.51\|280352;2026-08-28\|32.58\|3.36\|31.30\|32.85\|31.21\|272295;2026-08-31\|31.52\|-3.25\|33.00\|33.00\|29.32\|236848;2026-09-01\|34.67\|9.99\|31.52\|34.67\|31.52\|359596;2026-09-02\|31.20\|-10.01\|31.20\|31.20\|31.20\|39724;2026-09-03\|28.08\|-10.00\|28.08\|28.08\|28.08\|28029;2026-09-04\|28.68\|2.14\|26.27\|29.34\|25.36\|342671;2026-09-07\|27.43\|-4.36\|26.80\|28.00\|26.65\|249572;2026-09-08\|28.30\|3.17\|27.44\|28.52\|26.80\|254743;2026-09-09\|26.45\|-6.54\|27.70\|28.16\|26.14\|213491;2026-09-10\|25.66\|-2.99\|26.75\|26.87\|24.12\|177609;2026-09-11\|25.92\|1.01\|25.65\|26.25\|24.00\|161997;2026-09-14\|25.68\|-0.93\|25.92\|26.40\|24.70\|188635;2026-09-15\|25.00\|-2.65\|25.50\|25.95\|24.40\|151508;2026-09-16\|25.01\|0.04\|24.00\|25.29\|23.50\|190709;2026-09-17\|25.27\|1.04\|24.99\|26.10\|24.76\|167825;2026-09-18\|25.68\|1.62\|25.02\|26.00\|25.02\|169344;2026-09-21\|27.31\|6.35\|25.68\|27.94\|25.41\|247407;2026-09-22\|30.04\|10.00\|27.03\|30.04\|26.27\|244599;2026-09-23\|27.09\|-9.82\|29.30\|31.48\|27.04\|427875;2026-09-24\|24.38\|-10.00\|25.88\|26.39\|24.38\|280065;2026-09-28\|23.42\|-3.94\|24.00\|24.13\|22.82\|180889;2026-09-29\|23.47\|0.21\|23.38\|24.11\|23.00\|135265;2026-09-30\|23.56\|0.38\|23.62\|24.27\|22.91\|142852;2026-10-08\|24.21\|2.76\|23.45\|24.61\|23.19\|156129;2026-10-09\|25.54\|5.49\|24.05\|25.80\|23.09\|276450;2026-10-12\|23.36\|-8.54\|24.34\|24.90\|23.23\|193667;2026-10-13\|23.30\|-0.26\|22.98\|23.58\|22.25\|134991;2026-10-14\|23.16\|-0.60\|23.65\|24.38\|22.91\|134828;2026-10-15\|21.70\|-6.30\|21.30\|22.60\|21.30\|120187;2026-10-16\|21.26\|-2.03\|22.29\|22.29\|21.17\|106958;2026-10-19\|20.33\|-4.37\|21.11\|21.16\|20.06\|105531;2026-10-20\|21.16\|4.08\|20.42\|21.50\|20.18\|114812;2026-10-21\|21.33\|0.80\|21.61\|21.92\|21.13\|93010;2026-10-22\|20.04\|-6.05\|21.11\|21.85\|19.98\|84402;2026-10-23\|20.13\|0.45\|20.00\|20.25\|18.81\|93581;2026-10-26\|20.75\|3.08\|19.94\|21.67\|19.84\|171779;2026-10-27\|22.49\|8.39\|20.70\|22.80\|20.29\|321803;2026-10-28\|21.61\|-3.91\|21.37\|22.35\|20.24\|309782;2026-10-29\|23.77\|10.00\|21.00\|23.77\|20.56\|389650;2026-10-30\|22.36\|-5.93\|23.20\|23.97\|21.50\|378996;2026-11-02\|23.37\|4.52\|20.95\|24.00\|20.12\|388045;2026-11-03\|23.19\|-0.64\|22.35\|24.30\|21.81\|346217;2026-11-04\|22.45\|-3.19\|22.40\|22.81\|21.50\|291029;2026-11-05\|22.79\|1.51\|21.90\|23.23\|21.79\|304671;2026-11-06\|21.12\|-7.33\|22.20\|22.53\|21.06\|220747;2026-11-09\|21.58\|2.18\|20.58\|22.30\|20.55\|199245;2026-11-10\|22.83\|5.79\|21.58\|23.00\|21.58\|262629;2026-11-11\|22.42\|-1.80\|22.84\|23.25\|21.82\|181805
121960	中共中央政治局：加大逆周期调节力度，加力扩大内需	控制权变更+彩票印制+防伪溯源 1、据2026年7月4日异常波动公告及2026年4月28日年报，公司控股股东林旭曦、张杰与北京晟世天安科技有限公司的股份转让事项正在有序推进，深交所已出具确认书，过户完成后公司实控人将变更为李宁、王磊。 2、据2025年半年度报告及2026年5月15日投资者关系活动记录表，公司为国家彩票中心提供产品制造供应与服务，在福利彩票印制方面常年占据较高市场份额。 3、据2025年年报，公司主营业务包括防伪溯源系统业务，为客户提供加载防伪溯源系统的商用定制标签整体解决方案，拥有8条印刷生产流水线，服务嘉实多、农夫山泉等知名企业。	公司为多省份福利彩票中心提供服务，覆盖体育彩票相关印制需求，是体育产业配套服务提供商	2026-07-02\|8.62\|9.25\|7.83\|8.64\|7.82\|555983;2026-07-03\|9.31\|8.00\|8.60\|9.35\|8.50\|600870;2026-07-06\|9.24\|-0.75\|9.34\|9.45\|8.86\|394986;2026-07-07\|8.75\|-5.30\|9.20\|9.24\|8.72\|277854;2026-07-08\|8.70\|-0.57\|8.73\|8.89\|8.43\|231202;2026-07-09\|8.99\|3.33\|8.72\|9.31\|8.58\|398850;2026-07-10\|8.68\|-3.45\|8.81\|8.92\|8.64\|297216;2026-07-13\|9.17\|5.65\|8.75\|9.55\|8.75\|811867;2026-07-14\|9.47\|3.27\|9.17\|9.52\|8.90\|724876;2026-07-15\|9.41\|-0.63\|9.30\|9.75\|9.30\|442909;2026-07-16\|9.41\|0.00\|9.30\|9.64\|9.26\|394480;2026-07-17\|8.47\|-9.99\|9.28\|9.28\|8.47\|487897;2026-07-20\|7.62\|-10.04\|8.06\|8.29\|7.62\|448465;2026-07-21\|7.28\|-4.46\|7.36\|7.36\|6.86\|538939;2026-07-22\|7.06\|-3.02\|7.10\|7.27\|6.94\|362763;2026-07-23\|7.19\|1.84\|7.03\|7.22\|6.88\|252088;2026-07-24\|6.56\|-8.76\|7.07\|7.10\|6.51\|358608;2026-07-27\|7.22\|10.06\|6.57\|7.22\|6.50\|270848;2026-07-28\|7.68\|6.37\|7.22\|7.69\|7.20\|541045;2026-07-29\|7.50\|-2.34\|7.75\|7.77\|7.40\|302492;2026-07-30\|7.30\|-2.67\|7.49\|7.80\|7.25\|302993;2026-07-31\|8.03\|10.00\|7.38\|8.03\|7.35\|456347;2026-08-03\|8.05\|0.25\|8.30\|8.48\|7.77\|415146;2026-08-04\|8.26\|2.61\|8.05\|8.33\|8.05\|254201;2026-08-05\|8.35\|1.09\|8.30\|8.47\|8.18\|241450;2026-08-06\|8.37\|0.24\|8.34\|8.53\|8.23\|252745;2026-08-07\|8.44\|0.84\|8.37\|8.45\|7.90\|358414;2026-08-10\|8.68\|2.84\|8.70\|8.79\|8.31\|278884;2026-08-11\|9.55\|10.02\|8.72\|9.55\|8.63\|392586;2026-08-12\|9.99\|4.61\|9.55\|10.27\|9.43\|821835;2026-08-13\|9.85\|-1.40\|10.00\|10.46\|9.84\|735704;2026-08-14\|10.43\|5.89\|10.24\|10.58\|10.12\|671951;2026-08-17\|9.55\|-8.44\|10.14\|10.30\|9.39\|867569;2026-08-18\|9.18\|-3.87\|9.41\|9.60\|8.99\|665958;2026-08-19\|8.73\|-4.90\|9.19\|9.23\|8.70\|392968;2026-08-20\|8.71\|-0.23\|8.85\|9.00\|8.67\|307752;2026-08-21\|8.72\|0.11\|8.69\|8.79\|8.49\|258295;2026-08-24\|8.08\|-7.34\|8.70\|8.70\|8.00\|425832;2026-08-25\|8.79\|8.79\|8.08\|8.85\|7.92\|457291;2026-08-26\|8.77\|-0.23\|8.80\|8.90\|8.59\|310550;2026-08-27\|8.68\|-1.03\|8.73\|8.78\|8.60\|231480;2026-08-28\|8.93\|2.88\|8.74\|9.05\|8.66\|375386;2026-08-31\|8.93\|0.00\|8.91\|8.97\|8.65\|319384;2026-09-01\|9.08\|1.68\|8.91\|9.13\|8.89\|269877;2026-09-02\|8.80\|-3.08\|8.97\|9.00\|8.75\|201162;2026-09-03\|8.70\|-1.14\|8.82\|8.89\|8.70\|184341;2026-09-04\|8.74\|0.46\|8.82\|9.01\|8.68\|255875;2026-09-07\|8.68\|-0.69\|8.51\|8.90\|8.45\|249285;2026-09-08\|8.69\|0.12\|8.72\|8.90\|8.62\|210336;2026-09-09\|8.40\|-3.34\|8.61\|8.65\|8.30\|247688;2026-09-10\|8.28\|-1.43\|8.34\|8.36\|8.22\|144639;2026-09-11\|8.17\|-1.33\|8.16\|8.27\|8.05\|162697;2026-09-14\|8.13\|-0.49\|8.18\|8.40\|8.10\|233429;2026-09-15\|7.91\|-2.71\|8.10\|8.31\|7.91\|203078;2026-09-16\|8.02\|1.39\|7.91\|8.05\|7.79\|153950;2026-09-17\|8.01\|-0.12\|7.96\|8.07\|7.92\|132921;2026-09-18\|8.13\|1.50\|8.01\|8.15\|8.00\|156219;2026-09-21\|8.12\|-0.12\|8.17\|8.20\|8.06\|147583;2026-09-22\|8.08\|-0.49\|8.12\|8.22\|8.02\|202958;2026-09-23\|7.84\|-2.97\|8.03\|8.08\|7.83\|185199;2026-09-24\|7.77\|-0.89\|7.86\|7.92\|7.74\|129737;2026-09-28\|7.67\|-1.29\|7.79\|7.83\|7.61\|147669;2026-09-29\|7.66\|-0.13\|7.67\|7.76\|7.62\|102840;2026-09-30\|7.53\|-1.70\|7.74\|7.74\|7.51\|124299;2026-10-08\|7.50\|-0.40\|7.58\|7.66\|7.45\|133174;2026-10-09\|7.66\|2.13\|7.52\|7.71\|7.23\|196837;2026-10-12\|7.84\|2.35\|7.62\|8.26\|7.47\|523724;2026-10-13\|7.77\|-0.89\|7.52\|7.84\|7.39\|398599;2026-10-14\|7.56\|-2.70\|7.78\|7.78\|7.53\|206362;2026-10-15\|7.24\|-4.23\|7.31\|7.53\|7.18\|211304;2026-10-16\|7.23\|-0.14\|7.37\|7.49\|7.17\|218796;2026-10-19\|7.17\|-0.83\|7.18\|7.30\|7.05\|150749;2026-10-20\|7.21\|0.56\|7.18\|7.28\|7.14\|137730;2026-10-21\|7.32\|1.53\|7.36\|7.43\|7.30\|177567;2026-10-22\|6.96\|-4.92\|7.28\|7.32\|6.96\|168644;2026-10-23\|7.11\|2.16\|6.81\|7.15\|6.55\|244852;2026-10-26\|7.16\|0.70\|7.11\|7.29\|7.03\|155234;2026-10-27\|6.96\|-2.79\|7.14\|7.25\|6.95\|131340;2026-10-28\|6.93\|-0.43\|7.01\|7.04\|6.89\|110888;2026-10-29\|6.83\|-1.44\|6.88\|7.02\|6.82\|143223;2026-10-30\|6.51\|-4.69\|6.72\|6.84\|6.49\|194569;2026-11-02\|6.78\|4.15\|6.54\|6.81\|6.38\|215867;2026-11-03\|6.70\|-1.18\|6.74\|6.96\|6.65\|168508;2026-11-04\|6.82\|1.79\|6.70\|6.85\|6.61\|173661;2026-11-05\|7.09\|3.96\|6.79\|7.13\|6.77\|218697;2026-11-06\|6.89\|-2.82\|6.99\|7.06\|6.87\|160692;2026-11-09\|6.89\|0.00\|6.94\|7.03\|6.88\|120497;2026-11-10\|7.18\|4.21\|7.02\|7.22\|6.96\|200710;2026-11-11\|7.27\|1.25\|7.18\|7.37\|7.11\|186452
121959	中共中央政治局：加大逆周期调节力度，加力扩大内需	连锁酒店+全运会+湖南国资 1、公司业务以酒店服务业为主业，物资商贸及洗涤、家政、物业、团餐等生活服务业为辅，开展轻资产化运营，持续盘活重资产。主要产品和服务为酒店住宿、餐饮和生活服务等。 2、据2025年6月20日互动易，湖南承办第16届全运会，公司表示将抓住契机为湖南高质量发展作贡献。 3、据2026年6月16日互动易，公司正围绕“旅游目的地”模式进行场景化营销，推出亲子主题房、学子专享礼遇等暑期活动。 4、据2026年4月28日公告，公司实际控制人为湖南省国有文化资产监督管理委员会。	湖南省旅游酒店支柱企业	2026-07-02\|3.10\|-0.96\|3.14\|3.20\|3.08\|107723;2026-07-03\|3.11\|0.32\|3.10\|3.17\|3.07\|80173;2026-07-06\|3.12\|0.32\|3.12\|3.16\|3.07\|104048;2026-07-07\|3.06\|-1.92\|3.10\|3.11\|3.03\|85688;2026-07-08\|3.10\|1.31\|3.09\|3.13\|3.02\|100236;2026-07-09\|3.04\|-1.94\|3.07\|3.11\|3.01\|122541;2026-07-10\|3.11\|2.30\|3.04\|3.15\|2.99\|135726;2026-07-13\|3.03\|-2.57\|3.13\|3.13\|3.00\|134463;2026-07-14\|3.08\|1.65\|3.03\|3.10\|2.99\|100852;2026-07-15\|3.13\|1.62\|3.07\|3.17\|3.05\|109822;2026-07-16\|3.20\|2.24\|3.14\|3.22\|3.09\|127706;2026-07-17\|3.10\|-3.12\|3.19\|3.26\|3.08\|108392;2026-07-20\|3.09\|-0.32\|3.11\|3.18\|3.06\|115667;2026-07-21\|3.03\|-1.94\|3.09\|3.10\|3.00\|165745;2026-07-22\|3.02\|-0.33\|3.03\|3.04\|2.99\|107030;2026-07-23\|3.10\|2.65\|3.02\|3.12\|3.00\|112129;2026-07-24\|3.04\|-1.94\|3.07\|3.11\|3.02\|79890;2026-07-27\|3.34\|9.87\|3.25\|3.34\|3.16\|357081;2026-07-28\|3.67\|9.88\|3.42\|3.67\|3.42\|315287;2026-07-29\|4.04\|10.08\|4.04\|4.04\|3.82\|435942;2026-07-30\|3.83\|-5.20\|4.44\|4.44\|3.66\|1086562;2026-07-31\|4.21\|9.92\|3.78\|4.21\|3.78\|1197069;2026-08-03\|3.99\|-5.23\|4.05\|4.08\|3.79\|1321100;2026-08-04\|4.00\|0.25\|3.91\|4.13\|3.86\|1062604;2026-08-05\|4.10\|2.50\|4.01\|4.20\|3.99\|882752;2026-08-06\|3.96\|-3.41\|4.09\|4.11\|3.94\|614243;2026-08-07\|3.93\|-0.76\|4.00\|4.06\|3.73\|579997;2026-08-10\|4.32\|9.92\|3.89\|4.32\|3.84\|528153;2026-08-11\|4.31\|-0.23\|4.21\|4.40\|4.10\|849706;2026-08-12\|4.48\|3.94\|4.27\|4.65\|4.21\|993470;2026-08-13\|4.58\|2.23\|4.35\|4.75\|4.32\|904221;2026-08-14\|4.25\|-7.21\|4.59\|4.67\|4.23\|683955;2026-08-17\|4.27\|0.47\|4.23\|4.29\|4.15\|445536;2026-08-18\|4.28\|0.23\|4.31\|4.39\|4.21\|418833;2026-08-19\|3.94\|-7.94\|4.19\|4.30\|3.93\|358676;2026-08-20\|4.03\|2.28\|3.99\|4.07\|3.88\|357370;2026-08-21\|3.98\|-1.24\|4.07\|4.08\|3.92\|233960;2026-08-24\|3.93\|-1.26\|3.99\|4.01\|3.89\|222401;2026-08-25\|4.32\|9.92\|4.01\|4.32\|4.00\|181288;2026-08-26\|4.75\|9.95\|4.50\|4.75\|4.24\|463595;2026-08-27\|4.61\|-2.95\|4.66\|4.66\|4.41\|945484;2026-08-28\|4.55\|-1.30\|4.59\|4.61\|4.43\|652404;2026-08-31\|4.49\|-1.32\|4.60\|4.64\|4.36\|637291;2026-09-01\|4.59\|2.23\|4.57\|4.93\|4.48\|1001764;2026-09-02\|4.44\|-3.27\|4.58\|4.60\|4.38\|686881;2026-09-03\|4.26\|-4.05\|4.49\|4.63\|4.24\|640850;2026-09-04\|4.69\|10.09\|4.26\|4.69\|4.15\|621025;2026-09-07\|5.16\|10.02\|4.83\|5.16\|4.60\|1033668;2026-09-08\|5.30\|2.71\|5.01\|5.47\|5.01\|1740972;2026-09-09\|5.14\|-3.02\|5.09\|5.29\|4.90\|1125368;2026-09-10\|5.16\|0.39\|5.25\|5.36\|4.91\|1169815;2026-09-11\|4.64\|-10.08\|5.00\|5.15\|4.64\|911215;2026-09-14\|4.58\|-1.29\|4.61\|4.96\|4.52\|856238;2026-09-15\|4.12\|-10.04\|4.50\|4.58\|4.12\|906143;2026-09-16\|4.06\|-1.46\|4.16\|4.21\|3.94\|731755;2026-09-17\|4.03\|-0.74\|4.16\|4.19\|3.96\|513786;2026-09-18\|4.15\|2.98\|4.00\|4.39\|3.95\|744578;2026-09-21\|4.34\|4.58\|4.14\|4.51\|4.10\|768574;2026-09-22\|4.30\|-0.92\|4.35\|4.38\|4.22\|599556;2026-09-23\|4.18\|-2.79\|4.43\|4.50\|4.14\|504581;2026-09-24\|4.02\|-3.83\|4.15\|4.18\|4.01\|341266;2026-09-28\|3.87\|-3.73\|4.05\|4.05\|3.82\|359253;2026-09-29\|3.83\|-1.03\|3.84\|3.93\|3.83\|224836;2026-09-30\|3.83\|0.00\|3.85\|3.88\|3.81\|247160;2026-10-08\|3.77\|-1.57\|3.85\|3.86\|3.72\|266374;2026-10-09\|3.88\|2.92\|3.79\|3.89\|3.66\|246955;2026-10-12\|3.71\|-4.38\|3.88\|3.90\|3.70\|207378;2026-10-13\|3.83\|3.23\|3.68\|3.85\|3.56\|257756;2026-10-14\|3.76\|-1.83\|3.83\|3.83\|3.74\|160521;2026-10-15\|3.65\|-2.93\|3.69\|3.72\|3.63\|169488;2026-10-16\|3.60\|-1.37\|3.70\|3.75\|3.56\|154335;2026-10-19\|3.51\|-2.50\|3.59\|3.62\|3.46\|153642;2026-10-20\|3.56\|1.42\|3.52\|3.57\|3.48\|127734;2026-10-21\|3.59\|0.84\|3.58\|3.64\|3.56\|130384;2026-10-22\|3.46\|-3.62\|3.61\|3.61\|3.44\|174752;2026-10-23\|3.46\|0.00\|3.41\|3.48\|3.23\|245368;2026-10-26\|3.44\|-0.58\|3.45\|3.49\|3.40\|152016;2026-10-27\|3.40\|-1.16\|3.46\|3.50\|3.40\|189857;2026-10-28\|3.40\|0.00\|3.41\|3.45\|3.37\|138851;2026-10-29\|3.36\|-1.18\|3.43\|3.44\|3.36\|143885;2026-10-30\|3.31\|-1.49\|3.32\|3.42\|3.29\|176153;2026-11-02\|3.49\|5.44\|3.33\|3.50\|3.25\|247966;2026-11-03\|3.45\|-1.15\|3.46\|3.57\|3.42\|219948;2026-11-04\|3.47\|0.58\|3.48\|3.50\|3.36\|199492;2026-11-05\|3.82\|10.09\|3.45\|3.82\|3.45\|491514;2026-11-06\|3.61\|-5.50\|3.87\|4.00\|3.57\|796875;2026-11-09\|3.59\|-0.55\|3.66\|3.68\|3.58\|499087;2026-11-10\|3.63\|1.11\|3.58\|3.65\|3.53\|329519;2026-11-11\|3.61\|-0.55\|3.61\|3.68\|3.57\|260017
121958	中共中央政治局：加大逆周期调节力度，加力扩大内需	大消费+调味品+一季报增长行业原因： 7月13日，国务院对《扩大消费“十五五”规划》进行了正式批复。根据规划要求，到2030年，社会消费品零售总额达到60万亿元左右，消费对经济增长的拉动作用进一步增强。公司原因： 1、据2026年4月25日年报，公司主营复合调味粉、香辛料、风味清汤等，排骨味王系列产品市占率居同类产品前列。 2、据2026年4月30日公告，公司2026年一季度归母净利润1119.34万元，同比增长101.47%。 3、据2026年4月25日年报，公司拥有覆盖全国大部分省市的经销网络，并开拓了线上、社区团购及抖音、快手等新零售渠道。	公司位于福建泉州市，系复合调味品小龙头，主要产品包括复合调味粉、天然提取物调味料、香辛料、酱类、风味清汤等	2026-07-02\|11.97\|1.10\|11.84\|12.21\|11.59\|44399;2026-07-03\|12.18\|1.75\|12.00\|12.24\|11.91\|49213;2026-07-06\|11.99\|-1.56\|12.17\|12.32\|11.89\|35641;2026-07-07\|11.53\|-3.84\|12.17\|12.17\|11.49\|41354;2026-07-08\|11.38\|-1.30\|11.50\|11.54\|11.25\|33211;2026-07-09\|11.27\|-0.97\|11.66\|11.69\|10.99\|39001;2026-07-10\|11.60\|2.93\|11.35\|11.78\|11.07\|48828;2026-07-13\|11.17\|-3.71\|11.60\|11.69\|11.12\|47164;2026-07-14\|11.38\|1.88\|11.07\|11.40\|10.94\|40568;2026-07-15\|11.53\|1.32\|11.37\|11.67\|11.15\|39479;2026-07-16\|11.57\|0.35\|11.57\|11.85\|11.38\|58628;2026-07-17\|10.95\|-5.36\|11.53\|11.88\|10.84\|78869;2026-07-20\|10.71\|-2.19\|10.88\|11.32\|10.61\|86448;2026-07-21\|10.40\|-2.89\|10.70\|10.99\|10.05\|91779;2026-07-22\|10.30\|-0.96\|10.38\|10.58\|10.22\|48941;2026-07-23\|10.60\|2.91\|10.27\|10.62\|10.17\|43496;2026-07-24\|10.35\|-2.36\|10.60\|10.67\|10.30\|37222;2026-07-27\|10.54\|1.84\|10.24\|10.65\|10.24\|47285;2026-07-28\|10.94\|3.80\|10.55\|11.04\|10.45\|71918;2026-07-29\|12.03\|9.96\|10.91\|12.03\|10.91\|73567;2026-07-30\|12.22\|1.58\|12.90\|13.23\|11.75\|237972;2026-07-31\|13.44\|9.98\|11.30\|13.44\|11.30\|366284;2026-08-03\|13.21\|-1.71\|12.90\|13.80\|12.41\|369414;2026-08-04\|13.34\|0.98\|12.93\|13.56\|12.80\|366001;2026-08-05\|13.46\|0.90\|13.34\|13.68\|12.88\|300163;2026-08-06\|12.99\|-3.49\|13.27\|13.48\|12.86\|213569;2026-08-07\|13.19\|1.54\|12.90\|13.70\|12.86\|211956;2026-08-10\|13.95\|5.76\|13.18\|14.10\|13.17\|327666;2026-08-11\|14.01\|0.43\|13.85\|14.60\|13.66\|312538;2026-08-12\|15.41\|9.99\|14.01\|15.41\|13.80\|296645;2026-08-13\|16.37\|6.23\|15.15\|16.88\|14.60\|516585;2026-08-14\|14.73\|-10.02\|15.94\|15.94\|14.73\|363969;2026-08-17\|14.55\|-1.22\|13.88\|15.26\|13.86\|290087;2026-08-18\|14.45\|-0.69\|14.30\|15.35\|14.30\|314336;2026-08-19\|13.12\|-9.20\|13.51\|14.00\|13.10\|243412;2026-08-20\|13.32\|1.52\|13.20\|13.60\|12.98\|175654;2026-08-21\|13.15\|-1.28\|13.31\|13.32\|12.90\|112639;2026-08-24\|12.77\|-2.89\|13.17\|13.22\|12.67\|86145;2026-08-25\|13.32\|4.31\|12.75\|13.34\|12.66\|123291;2026-08-26\|13.21\|-0.83\|13.01\|13.56\|13.01\|98893;2026-08-27\|14.08\|6.59\|13.18\|14.53\|13.10\|279894;2026-08-28\|14.21\|0.92\|13.99\|14.44\|13.75\|233654;2026-08-31\|13.96\|-1.76\|14.10\|14.49\|13.86\|160025;2026-09-01\|14.40\|3.15\|13.98\|14.60\|13.90\|201281;2026-09-02\|13.85\|-3.82\|14.29\|14.54\|13.80\|161060;2026-09-03\|13.75\|-0.72\|13.66\|14.02\|13.62\|113138;2026-09-04\|15.13\|10.04\|13.66\|15.13\|13.53\|334459;2026-09-07\|16.64\|9.98\|16.14\|16.64\|16.14\|154257;2026-09-08\|17.70\|6.37\|17.33\|18.30\|17.28\|586832;2026-09-09\|16.50\|-6.78\|17.69\|17.79\|15.93\|427088;2026-09-10\|15.69\|-4.91\|16.50\|16.66\|15.61\|289903;2026-09-11\|14.50\|-7.58\|15.82\|15.90\|14.37\|228869;2026-09-14\|13.97\|-3.66\|14.50\|14.64\|13.83\|171986;2026-09-15\|13.47\|-3.58\|13.97\|14.14\|13.46\|152671;2026-09-16\|13.69\|1.63\|13.46\|13.99\|13.30\|175988;2026-09-17\|13.72\|0.22\|13.69\|13.86\|13.38\|138460;2026-09-18\|13.98\|1.90\|13.65\|14.21\|13.63\|155665;2026-09-21\|14.39\|2.93\|13.94\|14.40\|13.84\|152657;2026-09-22\|14.56\|1.18\|14.23\|14.62\|14.04\|181036;2026-09-23\|13.82\|-5.08\|14.42\|14.47\|13.77\|169196;2026-09-24\|14.03\|1.52\|13.84\|14.35\|13.58\|193027;2026-09-28\|13.44\|-4.21\|13.73\|13.90\|13.34\|159028;2026-09-29\|13.12\|-2.38\|13.23\|13.48\|13.01\|98481;2026-09-30\|13.06\|-0.46\|13.22\|13.42\|12.93\|77700;2026-10-08\|13.47\|3.14\|13.05\|13.90\|12.96\|189924;2026-10-09\|14.09\|4.60\|13.46\|14.25\|13.10\|291648;2026-10-12\|13.05\|-7.38\|13.80\|14.28\|13.03\|200789;2026-10-13\|13.74\|5.29\|12.95\|13.87\|12.56\|215523;2026-10-14\|13.35\|-2.84\|13.74\|13.80\|13.34\|102468;2026-10-15\|12.92\|-3.22\|13.00\|13.43\|12.86\|81841;2026-10-16\|12.84\|-0.62\|13.05\|13.19\|12.73\|82710;2026-10-19\|12.36\|-3.74\|12.74\|12.90\|12.11\|89080;2026-10-20\|13.60\|10.03\|12.37\|13.60\|12.36\|104890;2026-10-21\|14.96\|10.00\|13.82\|14.96\|13.55\|275783;2026-10-22\|13.94\|-6.82\|14.75\|14.94\|13.91\|422325;2026-10-23\|14.54\|4.30\|13.72\|15.01\|13.60\|440391;2026-10-26\|15.45\|6.26\|14.26\|15.92\|14.07\|458804;2026-10-27\|15.90\|2.91\|14.59\|16.48\|14.40\|470119;2026-10-28\|14.31\|-10.00\|14.88\|15.23\|14.31\|385199;2026-10-29\|14.18\|-0.91\|13.90\|14.99\|13.78\|303918;2026-10-30\|12.76\|-10.01\|13.40\|13.70\|12.76\|268865;2026-11-02\|13.04\|2.19\|12.26\|13.08\|11.70\|263164;2026-11-03\|12.75\|-2.22\|12.88\|13.50\|12.69\|222390;2026-11-04\|12.82\|0.55\|12.72\|13.04\|12.31\|202756;2026-11-05\|13.34\|4.06\|12.77\|13.44\|12.73\|201493;2026-11-06\|12.91\|-3.22\|13.10\|13.33\|12.88\|145250;2026-11-09\|13.03\|0.93\|12.94\|13.30\|12.88\|140864;2026-11-10\|13.66\|4.83\|13.02\|13.67\|12.95\|216700;2026-11-11\|13.64\|-0.15\|13.50\|13.97\|13.43\|177331
121957	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI应用+自研大模型+回购+数字创意软件行业原因：据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年7月24日互动易，公司自研模型二季度调用量及调用占比均实现环比显著提升，有效支撑旗下产品AI能力升级，助力以更优成本实现高质量AI创作效果。 2、据2026年7月24日互动易，公司在2026世界人工智能大会期间携万兴剧厂、Filmora.AI等多款AI视频创新产品亮相，并联合生数科技举办WAIC首个聚焦AI影视的专题论坛，发布“万剧出海创投计划”。 3、据2026年7月23日公告及2026年7月24日互动易，公司于2026年7月22日通过回购专用证券账户以集中竞价交易方式进行首次回购，用于员工持股计划或股权激励计划。 4、据2025年年报，公司为全球化布局的数字创意软件产品和服务提供商，旗下拥有万兴喵影/Filmora、万兴脑图/EdrawMind等产品，自研万兴天幕2.0音视频多媒体大模型在VBench-2.0评测中综合得分全球Top3。	公司发布中国首个音视频多媒体大模型 “天幕”，依托千亿级数据沉淀与千卡算力集群，支持文生主题视频、3D 视频、AI 歌手等近百项原子能力，集成于 Filmora、万兴播爆等产品，海外用户数多倍速增长	2026-07-02\|52.58\|0.55\|53.49\|54.55\|50.86\|152731;2026-07-03\|50.61\|-3.75\|52.53\|52.99\|50.39\|108119;2026-07-06\|48.62\|-3.93\|49.54\|50.98\|48.58\|84289;2026-07-07\|47.58\|-2.14\|48.62\|49.75\|47.31\|67418;2026-07-08\|48.90\|2.77\|47.93\|49.48\|46.77\|80807;2026-07-09\|50.96\|4.21\|48.34\|51.50\|47.90\|117005;2026-07-10\|52.13\|2.30\|50.60\|54.80\|50.15\|142178;2026-07-13\|49.00\|-6.00\|51.65\|52.54\|48.50\|97742;2026-07-14\|47.76\|-2.53\|49.59\|50.24\|46.46\|86306;2026-07-15\|48.89\|2.37\|47.70\|49.85\|47.38\|76611;2026-07-16\|50.01\|2.29\|48.41\|51.33\|47.60\|102491;2026-07-17\|45.71\|-8.60\|49.60\|51.00\|45.68\|119623;2026-07-20\|46.80\|2.38\|46.99\|47.71\|44.96\|100445;2026-07-21\|48.97\|4.64\|46.21\|49.00\|44.66\|125239;2026-07-22\|47.11\|-3.80\|48.41\|48.65\|46.80\|85266;2026-07-23\|46.62\|-1.04\|47.05\|47.15\|45.80\|53911;2026-07-24\|44.38\|-4.80\|45.71\|45.99\|44.24\|62648;2026-07-27\|46.08\|3.83\|44.48\|46.20\|43.80\|63208;2026-07-28\|46.60\|1.13\|45.60\|47.97\|45.45\|64932;2026-07-29\|47.02\|0.90\|46.61\|47.80\|45.61\|68272;2026-07-30\|46.80\|-0.47\|46.80\|49.98\|46.70\|111285;2026-07-31\|53.51\|14.34\|47.69\|56.16\|47.64\|304681;2026-08-03\|52.19\|-2.47\|54.78\|54.78\|51.56\|179660;2026-08-04\|54.16\|3.77\|52.53\|54.40\|52.40\|140831;2026-08-05\|57.06\|5.35\|54.17\|58.50\|54.00\|192976;2026-08-06\|55.80\|-2.21\|55.60\|57.78\|55.01\|158779;2026-08-07\|56.28\|0.86\|55.58\|56.84\|53.46\|147568;2026-08-10\|55.74\|-0.96\|56.33\|57.16\|54.99\|93843;2026-08-11\|55.96\|0.39\|55.90\|56.84\|54.55\|91484;2026-08-12\|55.80\|-0.29\|56.80\|57.19\|54.77\|96994;2026-08-13\|54.79\|-1.81\|55.98\|57.58\|54.72\|107712;2026-08-14\|54.86\|0.13\|54.78\|56.63\|53.54\|99967;2026-08-17\|55.64\|1.42\|55.30\|55.73\|53.88\|77713;2026-08-18\|54.78\|-1.55\|55.56\|55.56\|53.83\|68881;2026-08-19\|51.65\|-5.71\|54.16\|54.18\|51.50\|79294;2026-08-20\|52.04\|0.76\|52.33\|53.67\|51.65\|69036;2026-08-21\|51.24\|-1.54\|51.29\|51.84\|50.64\|50352;2026-08-24\|47.14\|-8.00\|50.80\|50.97\|46.50\|92543;2026-08-25\|47.40\|0.55\|47.09\|47.70\|46.20\|55093;2026-08-26\|46.46\|-1.98\|47.60\|47.67\|46.03\|48096;2026-08-27\|46.89\|0.93\|46.55\|46.95\|46.12\|57090;2026-08-28\|47.22\|0.70\|47.60\|49.36\|47.05\|115668;2026-08-31\|51.90\|9.91\|46.60\|52.16\|46.38\|193173;2026-09-01\|56.32\|8.52\|52.33\|59.50\|52.04\|321134;2026-09-02\|55.50\|-1.46\|55.89\|56.80\|54.90\|188367;2026-09-03\|54.02\|-2.67\|55.83\|57.30\|53.76\|123158;2026-09-04\|55.39\|2.54\|54.14\|58.45\|54.14\|174040;2026-09-07\|55.36\|-0.05\|55.00\|55.96\|54.54\|111334;2026-09-08\|57.24\|3.40\|57.19\|59.77\|55.10\|177809;2026-09-09\|55.35\|-3.30\|56.20\|56.85\|54.60\|126826;2026-09-10\|53.89\|-2.64\|54.80\|55.27\|53.89\|62647;2026-09-11\|52.17\|-3.19\|53.36\|53.36\|51.73\|88878;2026-09-14\|50.50\|-3.20\|52.25\|52.78\|50.20\|68685;2026-09-15\|49.56\|-1.86\|50.58\|51.11\|49.46\|66529;2026-09-16\|49.67\|0.22\|49.45\|50.25\|48.00\|63191;2026-09-17\|50.09\|0.85\|49.24\|50.48\|49.24\|63029;2026-09-18\|50.48\|0.78\|50.36\|50.95\|49.90\|61285;2026-09-21\|50.54\|0.12\|50.99\|51.28\|50.20\|64948;2026-09-22\|52.75\|4.37\|51.50\|54.51\|50.93\|164191;2026-09-23\|50.06\|-5.10\|52.50\|52.71\|50.00\|116658;2026-09-24\|48.74\|-2.64\|49.80\|50.39\|48.66\|62987;2026-09-28\|46.97\|-3.63\|48.91\|49.46\|46.55\|64869;2026-09-29\|49.20\|4.75\|47.33\|49.81\|46.73\|98162;2026-09-30\|48.09\|-2.26\|49.52\|49.52\|47.77\|66949;2026-10-08\|45.72\|-4.93\|48.00\|48.09\|45.41\|76574;2026-10-09\|48.96\|7.09\|45.46\|49.30\|43.80\|123787;2026-10-12\|50.78\|3.72\|49.02\|51.68\|49.00\|177288;2026-10-13\|51.68\|1.77\|50.00\|52.52\|48.76\|130210;2026-10-14\|52.23\|1.06\|52.04\|53.30\|50.30\|131614;2026-10-15\|50.03\|-4.21\|51.01\|52.95\|49.50\|122110;2026-10-16\|48.51\|-3.04\|50.61\|51.88\|48.03\|104588;2026-10-19\|48.48\|-0.06\|48.97\|49.53\|46.98\|85453;2026-10-20\|51.36\|5.94\|48.29\|51.41\|47.63\|108199;2026-10-21\|50.80\|-1.09\|51.31\|52.15\|50.51\|77979;2026-10-22\|47.88\|-5.75\|50.25\|50.63\|47.88\|72496;2026-10-23\|51.20\|6.93\|46.75\|51.49\|44.92\|128482;2026-10-26\|50.03\|-2.29\|50.00\|51.20\|48.28\|103499;2026-10-27\|48.00\|-4.06\|49.96\|51.15\|48.00\|80379;2026-10-28\|47.87\|-0.27\|47.84\|48.95\|45.92\|111555;2026-10-29\|45.26\|-5.45\|47.50\|47.89\|45.16\|97674;2026-10-30\|40.96\|-9.50\|44.21\|44.32\|40.90\|113723;2026-11-02\|46.00\|12.30\|41.87\|46.79\|40.31\|148367;2026-11-03\|44.73\|-2.76\|45.50\|46.40\|44.22\|93688;2026-11-04\|46.30\|3.51\|44.68\|46.96\|44.10\|104352;2026-11-05\|49.55\|7.02\|46.30\|49.98\|46.29\|131333;2026-11-06\|48.00\|-3.13\|47.87\|49.88\|47.55\|89752;2026-11-09\|51.41\|7.10\|48.50\|57.60\|47.85\|351453;2026-11-10\|53.04\|3.17\|52.01\|54.63\|50.51\|280754;2026-11-11\|53.26\|0.41\|52.55\|53.89\|51.29\|211700
121956	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI应用+出海营销+广东国资行业原因： 1、当地时间7月30日，OpenAI下调GPT-5.6部分模型价格，其中，GPT-5.6 Luna模型价格下调80%，GPT-5.6 Terra模型价格下调20%。 2、据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年4月8日投资者关系活动记录表，公司2026年战略聚焦“AI先行”，灵犀AI平台已深度应用于文案、创意图像等全营销流程，2025年数字营销收入189亿元，占比达88.54%。 2、据2025年半年度报告，公司打造品牌全球化整合营销平台，全面接入Meta、Google、TikTok等海外主流媒体，承接品牌、游戏及跨境电商等客户出海需求。 3、据公司公告，公司控股股东为广东省广新控股集团有限公司，实际控制人为广东省人民政府国有资产监督管理委员会。	公司自主研发 “灵犀 AI”，依托自有 IDC 集群和阿里云混合云等技术，整合多方 AI 服务，具备自然语言处理、图像生成等功能，可辅助行业报告撰写、创意设计等全营销流程；与华南理工大学成立 “AIGC 智能传播研究院”，探索 AI 在智能传播领域的应用	2026-07-02\|6.44\|0.78\|6.60\|6.84\|6.39\|1363314;2026-07-03\|6.22\|-3.42\|6.43\|6.44\|6.17\|907733;2026-07-06\|6.03\|-3.05\|6.19\|6.29\|6.02\|602295;2026-07-07\|5.84\|-3.15\|6.01\|6.08\|5.83\|504768;2026-07-08\|5.92\|1.37\|5.83\|5.99\|5.77\|592929;2026-07-09\|5.98\|1.01\|5.87\|6.03\|5.79\|632215;2026-07-10\|6.19\|3.51\|5.93\|6.38\|5.84\|1111838;2026-07-13\|5.82\|-5.98\|6.12\|6.24\|5.82\|797606;2026-07-14\|5.79\|-0.52\|5.81\|5.85\|5.62\|531908;2026-07-15\|5.92\|2.25\|5.77\|6.00\|5.76\|634650;2026-07-16\|6.05\|2.20\|5.87\|6.13\|5.84\|750891;2026-07-17\|5.79\|-4.30\|6.03\|6.17\|5.76\|787452;2026-07-20\|5.87\|1.38\|5.83\|5.98\|5.74\|644725;2026-07-21\|6.03\|2.73\|5.86\|6.06\|5.78\|826387;2026-07-22\|5.94\|-1.49\|5.95\|6.02\|5.90\|578770;2026-07-23\|6.07\|2.19\|5.92\|6.08\|5.88\|568267;2026-07-24\|5.80\|-4.45\|5.98\|6.02\|5.80\|577622;2026-07-27\|6.05\|4.31\|5.78\|6.06\|5.76\|651301;2026-07-28\|6.12\|1.16\|6.00\|6.20\|5.98\|625584;2026-07-29\|6.32\|3.27\|6.23\|6.35\|6.14\|871438;2026-07-30\|6.30\|-0.32\|6.25\|6.58\|6.21\|915170;2026-07-31\|6.80\|7.94\|6.24\|6.93\|6.24\|2442956;2026-08-03\|6.80\|0.00\|6.71\|6.88\|6.60\|1505543;2026-08-04\|6.99\|2.79\|6.81\|7.03\|6.81\|1383112;2026-08-05\|7.13\|2.00\|6.91\|7.20\|6.88\|1323552;2026-08-06\|6.93\|-2.81\|6.99\|7.18\|6.83\|1264852;2026-08-07\|6.91\|-0.29\|6.86\|6.97\|6.69\|1041638;2026-08-10\|6.94\|0.43\|6.93\|6.98\|6.79\|605533;2026-08-11\|6.91\|-0.43\|6.95\|7.01\|6.83\|561276;2026-08-12\|7.33\|6.08\|7.13\|7.60\|6.91\|3007879;2026-08-13\|7.95\|8.46\|7.48\|8.06\|7.30\|4219976;2026-08-14\|7.16\|-9.94\|7.52\|7.62\|7.16\|2490414;2026-08-17\|7.00\|-2.23\|6.98\|7.02\|6.81\|1992017;2026-08-18\|6.75\|-3.57\|6.92\|6.96\|6.72\|1248859;2026-08-19\|6.44\|-4.59\|6.66\|6.71\|6.43\|962691;2026-08-20\|6.48\|0.62\|6.49\|6.54\|6.42\|587465;2026-08-21\|6.43\|-0.77\|6.41\|6.44\|6.31\|486273;2026-08-24\|6.34\|-1.40\|6.43\|6.48\|6.25\|468847;2026-08-25\|6.47\|2.05\|6.30\|6.50\|6.28\|511879;2026-08-26\|6.43\|-0.62\|6.45\|6.50\|6.38\|497978;2026-08-27\|6.46\|0.47\|6.43\|6.47\|6.41\|474210;2026-08-28\|6.47\|0.15\|6.55\|6.61\|6.44\|866324;2026-08-31\|6.69\|3.40\|6.35\|6.71\|6.31\|1212461;2026-09-01\|6.95\|3.89\|6.66\|7.01\|6.63\|1722792;2026-09-02\|6.76\|-2.73\|6.83\|6.92\|6.69\|866598;2026-09-03\|6.61\|-2.22\|6.77\|6.89\|6.55\|792842;2026-09-04\|6.74\|1.97\|6.68\|6.95\|6.60\|1215358;2026-09-07\|6.80\|0.89\|6.72\|6.83\|6.70\|709287;2026-09-08\|6.96\|2.35\|6.79\|7.05\|6.75\|1012533;2026-09-09\|6.71\|-3.59\|6.90\|6.93\|6.67\|806370;2026-09-10\|6.70\|-0.15\|6.68\|6.87\|6.60\|563240;2026-09-11\|6.62\|-1.19\|6.64\|6.68\|6.50\|559561;2026-09-14\|6.55\|-1.06\|6.63\|6.65\|6.50\|399800;2026-09-15\|6.37\|-2.75\|6.58\|6.62\|6.35\|493463;2026-09-16\|6.42\|0.78\|6.31\|6.44\|6.25\|397923;2026-09-17\|6.54\|1.87\|6.42\|6.65\|6.38\|557735;2026-09-18\|6.55\|0.15\|6.54\|6.58\|6.50\|434350;2026-09-21\|6.64\|1.37\|6.59\|6.65\|6.54\|440732;2026-09-22\|6.76\|1.81\|6.81\|6.90\|6.69\|1029758;2026-09-23\|6.53\|-3.40\|6.75\|6.80\|6.52\|618968;2026-09-24\|6.46\|-1.07\|6.53\|6.62\|6.43\|431475;2026-09-28\|6.26\|-3.10\|6.45\|6.45\|6.22\|443161;2026-09-29\|6.48\|3.51\|6.28\|6.52\|6.25\|617829;2026-09-30\|6.36\|-1.85\|6.45\|6.49\|6.35\|386206;2026-10-08\|6.23\|-2.04\|6.33\|6.38\|6.18\|427158;2026-10-09\|6.55\|5.14\|6.22\|6.59\|6.13\|831565;2026-10-12\|6.65\|1.53\|6.55\|6.73\|6.47\|929073;2026-10-13\|6.74\|1.35\|6.55\|6.80\|6.45\|750357;2026-10-14\|6.84\|1.48\|6.68\|7.02\|6.60\|1268774;2026-10-15\|6.68\|-2.34\|6.58\|6.89\|6.58\|1001292;2026-10-16\|6.51\|-2.54\|6.73\|6.87\|6.47\|824489;2026-10-19\|6.52\|0.15\|6.49\|6.69\|6.38\|639056;2026-10-20\|6.63\|1.69\|6.53\|6.66\|6.48\|634876;2026-10-21\|6.68\|0.75\|6.66\|6.76\|6.63\|548446;2026-10-22\|6.27\|-6.14\|6.61\|6.66\|6.26\|697034;2026-10-23\|6.50\|3.67\|6.19\|6.54\|5.98\|932148;2026-10-26\|6.56\|0.92\|6.50\|6.69\|6.35\|653746;2026-10-27\|6.45\|-1.68\|6.52\|6.70\|6.45\|599669;2026-10-28\|6.52\|1.09\|6.48\|6.59\|6.39\|532932;2026-10-29\|6.02\|-7.67\|6.35\|6.38\|6.01\|1042530;2026-10-30\|5.56\|-7.64\|5.89\|5.96\|5.56\|884560;2026-11-02\|6.07\|9.17\|5.57\|6.10\|5.45\|1025162;2026-11-03\|6.01\|-0.99\|6.00\|6.14\|5.97\|585708;2026-11-04\|6.16\|2.50\|5.99\|6.20\|5.98\|643961;2026-11-05\|6.62\|7.47\|6.21\|6.72\|6.19\|1377247;2026-11-06\|6.56\|-0.91\|6.53\|7.00\|6.46\|1520907;2026-11-09\|6.43\|-1.98\|6.54\|6.72\|6.43\|1000693;2026-11-10\|6.64\|3.27\|6.48\|6.68\|6.44\|884306;2026-11-11\|6.70\|0.90\|6.60\|6.77\|6.53\|860017
121955	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI算力网关+算力租赁+间接持股宇树行业原因：服务器龙头浪潮信息7月7日晚发布业绩预告，预计2026年上半年归母净利润26-31亿元，同比增长226%-288%，印证国产算力需求。公司原因： 1、据2026年6月10日互动易，公司AI算力网关是各类型模型服务的统一入口及本地算力治理中枢，自2024年推出以来，已获得包括医疗、制造业、ISV等行业部分客户的认可并落地交付。 2、据2026年6月10日互动易，公司云业务正积极向AI Infra转型，依托超融合、统一存储、AI算力网关等产品组合，着力打造适配AI发展需求的IT基础设施；据2026年4月17日互动易，公司的AI算力网关核心能力是帮助客户进行算力的调度和治理，可将客户本地自建、第三方租赁等算力进行统一调度。 3、据2026年5月15日业绩说明会，深信服作为有限合伙人参与设立的股权投资基金于2024年投资了宇树科技，目前深信服间接持有宇树科技部分股权。	1、领先的云计算产品与解决方案提供商；公司云计算及IT基础设施业务已陆续推出虚拟化产品、超融合HCI产品、云计算平台SCP、企业级分布式存储 EDS、软件定义终端桌面云aDesk、数据库管理平台DMP等多款创新产品，并向用户提供包括托管云、私有云等多样化的云数据中心解决方案； 2、国内网络安全行业领军企业之一；公司已经在文件分析、行为检测、日志分析等十几个不同的安全技术领域应用了人工智能，自研的安全大模型（深信服安全GPT）由“大模型算法+威胁情报+安全知识”训练而成	2026-07-02\|93.70\|-3.17\|99.89\|100.30\|93.24\|119207;2026-07-03\|92.04\|-1.77\|93.91\|95.10\|91.81\|83081;2026-07-06\|90.16\|-2.04\|92.04\|92.46\|89.42\|68270;2026-07-07\|88.80\|-1.51\|90.10\|92.39\|88.25\|67534;2026-07-08\|106.56\|20.00\|89.41\|106.56\|89.41\|262263;2026-07-09\|107.28\|0.68\|104.49\|108.00\|102.29\|255587;2026-07-10\|111.24\|3.69\|108.02\|115.38\|106.23\|241686;2026-07-13\|107.02\|-3.79\|110.97\|112.15\|105.62\|192718;2026-07-14\|105.97\|-0.98\|106.50\|109.00\|101.50\|152755;2026-07-15\|108.80\|2.67\|107.38\|112.00\|107.00\|180076;2026-07-16\|112.60\|3.49\|109.00\|115.36\|106.40\|229267;2026-07-17\|107.48\|-4.55\|114.59\|119.85\|105.00\|222423;2026-07-20\|113.02\|5.15\|112.60\|114.79\|107.20\|238366;2026-07-21\|116.60\|3.17\|110.03\|116.60\|107.00\|281588;2026-07-22\|118.91\|1.98\|113.01\|125.15\|109.00\|348480;2026-07-23\|110.77\|-6.85\|114.08\|117.10\|110.66\|210395;2026-07-24\|100.05\|-9.68\|105.49\|107.37\|100.01\|195835;2026-07-27\|102.50\|2.45\|99.02\|102.80\|97.00\|112560;2026-07-28\|102.50\|0.00\|101.61\|105.96\|100.97\|129890;2026-07-29\|103.22\|0.70\|105.00\|108.20\|99.31\|146051;2026-07-30\|104.30\|1.05\|102.82\|109.80\|102.50\|162617;2026-07-31\|119.71\|14.77\|104.50\|125.16\|102.80\|426592;2026-08-03\|115.30\|-3.68\|125.00\|125.00\|113.00\|314881;2026-08-04\|122.50\|6.24\|120.04\|122.88\|116.71\|243832;2026-08-05\|127.97\|4.47\|124.15\|131.50\|122.50\|307034;2026-08-06\|126.01\|-1.53\|125.24\|131.58\|124.06\|266652;2026-08-07\|122.94\|-2.44\|125.00\|129.00\|118.29\|287834;2026-08-10\|124.06\|0.91\|124.44\|125.80\|121.80\|155864;2026-08-11\|125.55\|1.20\|125.69\|129.29\|122.00\|197922;2026-08-12\|121.50\|-3.23\|125.00\|125.45\|120.43\|164879;2026-08-13\|118.40\|-2.55\|121.72\|125.08\|118.35\|169484;2026-08-14\|124.07\|4.79\|119.01\|124.71\|116.41\|205997;2026-08-17\|123.13\|-0.76\|122.30\|123.77\|119.88\|145813;2026-08-18\|120.84\|-1.86\|122.00\|122.37\|118.62\|126425;2026-08-19\|114.56\|-5.20\|118.01\|119.00\|113.75\|130045;2026-08-20\|118.58\|3.51\|116.00\|119.42\|114.12\|130932;2026-08-21\|120.60\|1.70\|117.20\|121.00\|115.39\|148525;2026-08-24\|116.73\|-3.21\|120.59\|121.00\|111.07\|218143;2026-08-25\|116.93\|0.17\|116.53\|119.23\|113.30\|162416;2026-08-26\|112.63\|-3.68\|117.39\|117.39\|112.30\|113818;2026-08-27\|120.00\|6.54\|117.58\|120.34\|114.80\|164161;2026-08-28\|124.89\|4.08\|128.27\|135.50\|124.38\|318614;2026-08-31\|134.45\|7.65\|122.00\|135.20\|120.60\|276413;2026-09-01\|134.99\|0.40\|134.44\|135.50\|131.64\|164860;2026-09-02\|130.35\|-3.44\|131.69\|134.99\|130.10\|99625;2026-09-03\|135.15\|3.68\|133.80\|139.10\|131.50\|160689;2026-09-04\|135.08\|-0.05\|137.32\|140.89\|134.00\|185939;2026-09-07\|134.60\|-0.36\|131.40\|135.59\|131.32\|110795;2026-09-08\|130.13\|-3.32\|133.97\|134.61\|128.00\|125504;2026-09-09\|129.87\|-0.20\|129.51\|132.20\|128.08\|78269;2026-09-10\|129.11\|-0.59\|129.58\|132.20\|128.02\|72191;2026-09-11\|127.91\|-0.93\|131.00\|131.69\|125.80\|98692;2026-09-14\|134.26\|4.96\|135.20\|137.53\|130.96\|198137;2026-09-15\|134.99\|0.54\|136.00\|142.28\|132.48\|217240;2026-09-16\|133.58\|-1.04\|132.43\|135.43\|131.00\|127388;2026-09-17\|137.47\|2.91\|132.14\|139.18\|131.98\|131647;2026-09-18\|143.06\|4.07\|137.48\|146.58\|136.12\|160306;2026-09-21\|143.25\|0.13\|142.03\|145.98\|140.61\|100989;2026-09-22\|151.13\|5.50\|150.00\|157.10\|148.00\|205584;2026-09-23\|146.43\|-3.11\|152.18\|152.65\|146.00\|114969;2026-09-24\|141.99\|-3.03\|147.97\|148.00\|141.86\|86086;2026-09-28\|139.37\|-1.85\|143.55\|144.98\|138.72\|138132;2026-09-29\|140.70\|0.95\|139.07\|144.99\|137.66\|136959;2026-09-30\|137.42\|-2.33\|140.52\|141.26\|137.18\|97824;2026-10-08\|127.90\|-6.93\|139.26\|139.35\|127.00\|138186;2026-10-09\|138.96\|8.65\|126.00\|139.85\|123.68\|194309;2026-10-12\|137.90\|-0.76\|137.40\|141.78\|135.80\|122776;2026-10-13\|134.98\|-2.12\|134.01\|137.71\|131.86\|105628;2026-10-14\|135.50\|0.39\|135.95\|140.90\|134.47\|132692;2026-10-15\|131.00\|-3.32\|129.18\|137.77\|129.01\|130610;2026-10-16\|125.12\|-4.49\|132.95\|133.45\|123.80\|114302;2026-10-19\|125.01\|-0.09\|124.45\|126.50\|121.04\|93782;2026-10-20\|134.20\|7.35\|123.97\|134.30\|121.10\|123161;2026-10-21\|134.90\|0.52\|133.01\|137.50\|133.01\|88243;2026-10-22\|130.03\|-3.61\|135.57\|138.64\|130.00\|112653;2026-10-23\|146.74\|12.85\|127.00\|149.02\|126.80\|195896;2026-10-26\|145.20\|-1.05\|145.59\|149.89\|142.91\|135616;2026-10-27\|139.60\|-3.86\|145.15\|148.16\|139.50\|120502;2026-10-28\|143.00\|2.44\|139.62\|145.45\|135.81\|129325;2026-10-29\|123.93\|-13.34\|137.27\|137.50\|121.50\|190341;2026-10-30\|122.75\|-0.95\|118.37\|128.14\|117.10\|116893;2026-11-02\|127.77\|4.09\|122.54\|130.39\|118.26\|124889;2026-11-03\|122.80\|-3.89\|123.02\|128.48\|121.00\|94282;2026-11-04\|117.39\|-4.41\|121.02\|124.59\|111.10\|231827;2026-11-05\|127.91\|8.96\|114.46\|128.68\|114.20\|187922;2026-11-06\|122.58\|-4.17\|123.00\|127.74\|122.38\|107220;2026-11-09\|119.50\|-2.51\|123.81\|126.37\|119.11\|87966;2026-11-10\|120.58\|0.90\|122.00\|125.21\|120.01\|90482;2026-11-11\|119.96\|-0.51\|119.80\|122.20\|118.00\|92335
121954	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI应用+协同办公+信创行业原因： 1、当地时间7月30日，OpenAI下调GPT-5.6部分模型价格，其中，GPT-5.6 Luna模型价格下调80%，GPT-5.6 Terra模型价格下调20%。 2、据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年6月23日互动易，公司以“智能运营中枢”为核心定位，2025年AI关联合同订单金额达2.07亿元，面向政企客户推出40余款开箱即用的覆盖智能公文、智能合同等Agents，并推出CoMi Note智能硬件。 2、据2026年7月2日投资者关系活动记录表，2026年第一季度公司实现营业收入1.29亿元，同比增长22.21%，亏损同比收窄；AI业务从产品落地走向规模化验证，已形成“信创获客—数据积累—AI赋能”的正向飞轮。 3、据2025年年报，公司是协同管理软件与服务行业领先的解决方案提供商，拥有5万多家企业和政府客户，客户涵盖制造、建筑、能源、金融及政府机构等众多领域。	中国领先的协同管理软件提供商，旗下AI-COP协同运营平台及全价值链产品已全面接入DeepSeek大模型	2026-07-02\|19.78\|-4.86\|20.91\|20.98\|19.72\|34844;2026-07-03\|19.39\|-1.97\|19.70\|20.28\|19.20\|33377;2026-07-06\|18.75\|-3.30\|19.42\|19.52\|18.61\|32559;2026-07-07\|18.23\|-2.77\|18.90\|18.93\|18.05\|26639;2026-07-08\|18.12\|-0.60\|17.88\|18.38\|17.80\|22309;2026-07-09\|18.94\|4.53\|18.50\|19.09\|17.94\|33281;2026-07-10\|19.25\|1.64\|19.04\|20.11\|18.50\|38332;2026-07-13\|17.84\|-7.32\|19.08\|19.27\|17.72\|33026;2026-07-14\|17.55\|-1.63\|18.15\|18.15\|16.95\|30472;2026-07-15\|17.84\|1.65\|17.54\|18.08\|17.38\|20830;2026-07-16\|17.95\|0.62\|17.86\|18.33\|17.62\|21908;2026-07-17\|16.65\|-7.24\|17.89\|18.27\|16.62\|26633;2026-07-20\|16.39\|-1.56\|16.71\|17.67\|15.81\|39658;2026-07-21\|16.50\|0.67\|16.39\|16.68\|15.38\|26328;2026-07-22\|16.12\|-2.30\|16.46\|16.67\|15.97\|21617;2026-07-23\|16.30\|1.12\|16.10\|16.42\|15.95\|16224;2026-07-24\|15.75\|-3.37\|16.15\|16.33\|15.75\|13580;2026-07-27\|16.32\|3.62\|15.71\|16.45\|15.51\|16184;2026-07-28\|16.68\|2.21\|16.11\|17.02\|16.09\|20035;2026-07-29\|17.45\|4.62\|16.55\|17.55\|16.55\|26134;2026-07-30\|18.94\|8.54\|17.51\|19.12\|17.22\|60686;2026-07-31\|22.00\|16.16\|18.20\|22.73\|18.20\|200079;2026-08-03\|21.07\|-4.23\|22.50\|23.10\|21.02\|157751;2026-08-04\|21.24\|0.81\|21.49\|22.22\|20.66\|98878;2026-08-05\|23.74\|11.77\|20.96\|24.85\|20.96\|120746;2026-08-06\|23.85\|0.46\|22.77\|25.16\|22.66\|170062;2026-08-07\|21.95\|-7.97\|23.89\|23.90\|20.79\|147163;2026-08-10\|22.10\|0.68\|22.22\|23.30\|21.51\|85199;2026-08-11\|21.43\|-3.03\|22.21\|22.45\|21.29\|87392;2026-08-12\|21.28\|-0.70\|21.30\|22.15\|21.02\|82160;2026-08-13\|21.04\|-1.13\|21.38\|21.97\|21.01\|72289;2026-08-14\|20.90\|-0.67\|20.99\|21.89\|20.29\|57149;2026-08-17\|21.09\|0.91\|20.51\|21.27\|20.51\|44174;2026-08-18\|20.96\|-0.62\|20.96\|21.15\|20.32\|39207;2026-08-19\|19.86\|-5.25\|20.67\|20.79\|19.78\|34534;2026-08-20\|19.85\|-0.05\|20.04\|20.39\|19.73\|34831;2026-08-21\|19.66\|-0.96\|19.65\|19.80\|19.26\|32729;2026-08-24\|19.17\|-2.49\|19.50\|19.82\|18.80\|33997;2026-08-25\|20.20\|5.37\|19.13\|20.35\|18.89\|45302;2026-08-26\|19.69\|-2.52\|20.00\|20.85\|19.52\|40178;2026-08-27\|19.74\|0.25\|19.95\|19.96\|19.55\|28386;2026-08-28\|19.94\|1.01\|20.18\|21.16\|19.82\|68603;2026-08-31\|20.43\|2.46\|19.52\|20.58\|19.40\|50424;2026-09-01\|20.73\|1.47\|20.55\|20.97\|20.21\|38091;2026-09-02\|20.39\|-1.64\|20.41\|20.73\|20.00\|33804;2026-09-03\|20.21\|-0.88\|20.52\|20.74\|20.16\|29485;2026-09-04\|20.37\|0.79\|20.53\|21.36\|20.20\|46291;2026-09-07\|20.05\|-1.57\|20.41\|20.57\|19.94\|29419;2026-09-08\|19.95\|-0.50\|20.01\|20.30\|19.88\|24596;2026-09-09\|19.83\|-0.60\|19.95\|20.06\|19.66\|21792;2026-09-10\|19.43\|-2.02\|19.83\|19.83\|19.43\|13701;2026-09-11\|19.03\|-2.06\|19.42\|19.51\|18.60\|22582;2026-09-14\|18.84\|-1.00\|18.98\|19.13\|18.65\|25473;2026-09-15\|18.62\|-1.17\|18.95\|19.15\|18.52\|24848;2026-09-16\|18.84\|1.18\|18.88\|18.88\|18.21\|21866;2026-09-17\|18.77\|-0.37\|18.82\|18.95\|18.35\|23434;2026-09-18\|18.98\|1.12\|18.90\|19.33\|18.70\|22794;2026-09-21\|19.43\|2.37\|19.33\|19.52\|19.18\|25950;2026-09-22\|20.33\|4.63\|19.54\|20.78\|19.54\|62214;2026-09-23\|19.96\|-1.82\|20.33\|20.33\|19.86\|31063;2026-09-24\|19.57\|-1.95\|19.70\|20.00\|19.45\|27593;2026-09-28\|19.36\|-1.07\|19.57\|19.63\|19.05\|22775;2026-09-29\|19.72\|1.86\|19.24\|20.08\|19.11\|26381;2026-09-30\|19.49\|-1.17\|19.72\|19.92\|19.30\|25688;2026-10-08\|18.76\|-3.75\|19.42\|19.55\|18.53\|28372;2026-10-09\|19.38\|3.30\|18.70\|19.39\|17.80\|33111;2026-10-12\|19.31\|-0.36\|19.38\|19.53\|18.83\|23911;2026-10-13\|19.33\|0.10\|19.00\|19.60\|18.47\|26847;2026-10-14\|18.89\|-2.28\|19.23\|19.38\|18.84\|19223;2026-10-15\|18.36\|-2.81\|18.36\|19.01\|18.26\|27060;2026-10-16\|18.31\|-0.27\|18.68\|18.96\|18.05\|23833;2026-10-19\|18.00\|-1.69\|18.13\|18.44\|17.53\|24755;2026-10-20\|18.79\|4.39\|18.02\|18.97\|17.82\|28119;2026-10-21\|19.36\|3.03\|19.10\|19.91\|18.77\|37163;2026-10-22\|19.02\|-1.76\|19.63\|20.06\|18.90\|39147;2026-10-23\|19.90\|4.63\|18.90\|20.16\|17.71\|67719;2026-10-26\|19.99\|0.45\|19.65\|20.41\|19.34\|46267;2026-10-27\|18.15\|-9.20\|19.51\|19.87\|17.88\|59750;2026-10-28\|18.43\|1.54\|18.38\|18.69\|17.76\|36765;2026-10-29\|17.26\|-6.35\|18.25\|18.25\|17.12\|40297;2026-10-30\|15.77\|-8.63\|16.85\|17.24\|15.74\|55410;2026-11-02\|17.15\|8.75\|16.68\|17.33\|15.18\|66244;2026-11-03\|16.24\|-5.31\|17.00\|17.04\|16.18\|35448;2026-11-04\|16.63\|2.40\|16.34\|16.76\|15.73\|36740;2026-11-05\|17.43\|4.81\|16.65\|17.65\|16.55\|42053;2026-11-06\|16.76\|-3.84\|16.80\|17.26\|16.58\|32665;2026-11-09\|16.73\|-0.18\|16.99\|17.57\|16.71\|34923;2026-11-10\|17.15\|2.51\|17.35\|17.41\|17.00\|30112;2026-11-11\|17.48\|1.92\|17.04\|17.54\|17.04\|30024
121953	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI智能体+工业软件+半导体行业原因： 1、当地时间7月30日，OpenAI下调GPT-5.6部分模型价格，其中，GPT-5.6 Luna模型价格下调80%，GPT-5.6 Terra模型价格下调20%。 2、据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年6月14日投资者关系活动记录表，公司拟收购国家级专精特新“小巨人”企业能誉科技51%股权，其核心产品EnerAI智慧能源AI Agent，拥有数字孪生、工业仿真及底层硬件实时控制技术，与公司形成“IT+OT”完整闭环。 2、据2026年4月2日年报，公司确立“AI原生企业基础设施提供商”目标，2026年将打造以“数智运行空间”为核心的企业AI原生基础设施，推动产品体系从“流程驱动”向“AI原生”变革。 3、据2026年4月2日年报，公司深耕半导体领域，覆盖约30%的全球头部半导体厂商，并占据Aspencore 2024中国IC设计百强榜约40%的客户份额。	公司是国内工业ERP、MES龙头，完成文生图纸、文档解析、语音TTS模型、大模型多级推理性能并发等底层AI算法优化	2026-07-02\|35.70\|-5.15\|38.00\|38.31\|35.61\|153092;2026-07-03\|36.26\|1.57\|35.46\|37.13\|35.40\|104016;2026-07-06\|34.46\|-4.96\|36.00\|36.35\|34.20\|107881;2026-07-07\|32.20\|-6.56\|34.47\|34.58\|32.06\|95590;2026-07-08\|32.46\|0.81\|32.25\|32.81\|31.52\|69063;2026-07-09\|33.05\|1.82\|32.19\|33.25\|31.82\|75092;2026-07-10\|34.08\|3.12\|32.64\|35.98\|32.24\|163935;2026-07-13\|30.83\|-9.54\|33.71\|34.25\|30.71\|139986;2026-07-14\|29.90\|-3.02\|30.80\|31.11\|28.83\|106858;2026-07-15\|29.80\|-0.33\|29.72\|30.39\|29.38\|75800;2026-07-16\|29.91\|0.37\|29.73\|30.53\|29.21\|80151;2026-07-17\|27.64\|-7.59\|29.53\|30.50\|27.64\|99989;2026-07-20\|28.14\|1.81\|27.92\|28.48\|27.02\|87904;2026-07-21\|28.92\|2.77\|27.80\|29.13\|27.35\|115846;2026-07-22\|27.97\|-3.28\|28.65\|28.93\|27.88\|78144;2026-07-23\|27.94\|-0.11\|27.79\|28.15\|27.47\|67179;2026-07-24\|26.41\|-5.48\|27.50\|27.58\|26.39\|81033;2026-07-27\|27.55\|4.32\|26.30\|27.58\|26.17\|77855;2026-07-28\|27.54\|-0.04\|27.27\|28.11\|27.04\|58453;2026-07-29\|27.91\|1.34\|27.90\|28.23\|26.56\|108428;2026-07-30\|28.86\|3.40\|27.81\|29.97\|27.75\|165077;2026-07-31\|33.72\|16.84\|28.11\|34.63\|28.01\|392958;2026-08-03\|33.49\|-0.68\|33.40\|34.80\|32.95\|266995;2026-08-04\|35.35\|5.55\|33.77\|35.65\|33.50\|202771;2026-08-05\|36.59\|3.51\|35.00\|37.48\|34.80\|212006;2026-08-06\|36.94\|0.96\|36.00\|38.48\|35.88\|222881;2026-08-07\|36.66\|-0.76\|36.75\|37.24\|35.27\|183522;2026-08-10\|36.52\|-0.38\|37.35\|37.58\|36.16\|100345;2026-08-11\|35.86\|-1.81\|36.90\|36.90\|35.66\|87907;2026-08-12\|36.60\|2.06\|36.38\|37.66\|35.89\|148592;2026-08-13\|36.60\|0.00\|36.65\|38.18\|36.40\|160653;2026-08-14\|36.18\|-1.15\|36.50\|38.23\|35.38\|132332;2026-08-17\|36.19\|0.03\|36.06\|36.49\|35.50\|84006;2026-08-18\|35.31\|-2.43\|35.90\|36.01\|34.76\|99807;2026-08-19\|32.92\|-6.77\|35.01\|35.09\|32.87\|101622;2026-08-20\|32.41\|-1.55\|33.18\|33.40\|32.21\|70210;2026-08-21\|31.45\|-2.96\|32.28\|32.88\|31.37\|78563;2026-08-24\|30.22\|-3.91\|31.42\|31.58\|29.70\|77323;2026-08-25\|31.67\|4.80\|30.22\|31.93\|29.55\|97594;2026-08-26\|30.18\|-4.70\|31.61\|31.69\|30.02\|91018;2026-08-27\|31.21\|3.41\|30.18\|31.37\|30.15\|76734;2026-08-28\|37.45\|19.99\|35.56\|37.45\|35.56\|139684;2026-08-31\|38.54\|2.91\|35.95\|38.70\|35.13\|448528;2026-09-01\|39.56\|2.65\|39.31\|40.65\|38.19\|445857;2026-09-02\|38.72\|-2.12\|39.66\|39.75\|37.82\|262381;2026-09-03\|38.38\|-0.88\|38.51\|39.98\|38.14\|193167;2026-09-04\|39.74\|3.54\|39.80\|42.02\|39.31\|321643;2026-09-07\|39.40\|-0.86\|39.39\|39.90\|38.88\|234085;2026-09-08\|38.22\|-2.99\|39.39\|39.57\|38.09\|187227;2026-09-09\|37.71\|-1.33\|38.51\|38.56\|37.41\|122299;2026-09-10\|36.81\|-2.39\|37.65\|37.65\|36.80\|85521;2026-09-11\|35.80\|-2.74\|36.68\|36.75\|35.25\|95787;2026-09-14\|35.79\|-0.03\|35.80\|36.80\|35.57\|145447;2026-09-15\|35.89\|0.28\|36.18\|37.33\|35.74\|170291;2026-09-16\|36.10\|0.59\|35.91\|36.36\|35.07\|119713;2026-09-17\|35.85\|-0.69\|35.84\|36.43\|35.34\|101236;2026-09-18\|36.87\|2.85\|36.18\|36.98\|35.75\|152479;2026-09-21\|38.52\|4.48\|38.50\|39.11\|37.39\|229443;2026-09-22\|39.17\|1.69\|39.05\|40.17\|38.52\|272545;2026-09-23\|38.89\|-0.71\|39.72\|39.79\|38.52\|158151;2026-09-24\|37.66\|-3.16\|38.46\|38.88\|37.62\|104864;2026-09-28\|37.93\|0.72\|37.49\|39.00\|35.80\|166977;2026-09-29\|38.29\|0.95\|37.80\|38.83\|37.19\|158915;2026-09-30\|37.64\|-1.70\|38.79\|38.79\|37.51\|106442;2026-10-08\|34.88\|-7.33\|37.52\|37.84\|34.60\|151722;2026-10-09\|38.20\|9.52\|34.85\|38.35\|33.80\|183468;2026-10-12\|37.06\|-2.98\|37.60\|38.48\|36.95\|131881;2026-10-13\|37.06\|0.00\|36.47\|38.17\|35.56\|130478;2026-10-14\|36.82\|-0.65\|37.30\|37.65\|36.00\|98904;2026-10-15\|35.12\|-4.62\|35.95\|37.36\|35.01\|118163;2026-10-16\|34.18\|-2.68\|35.90\|36.48\|33.82\|113260;2026-10-19\|34.80\|1.81\|33.85\|35.35\|33.35\|107313;2026-10-20\|38.36\|10.23\|34.51\|38.56\|33.84\|214384;2026-10-21\|40.27\|4.98\|38.06\|41.59\|38.00\|295445;2026-10-22\|38.62\|-4.10\|40.05\|40.36\|38.58\|182378;2026-10-23\|43.92\|13.72\|37.85\|44.69\|37.85\|447240;2026-10-26\|43.54\|-0.87\|42.41\|45.80\|42.41\|453253;2026-10-27\|41.76\|-4.09\|43.50\|43.70\|41.70\|252428;2026-10-28\|40.80\|-2.30\|42.00\|42.78\|40.41\|309187;2026-10-29\|37.58\|-7.89\|40.45\|40.55\|37.58\|257979;2026-10-30\|33.40\|-11.12\|36.01\|38.44\|33.40\|256979;2026-11-02\|36.82\|10.24\|33.55\|37.65\|32.03\|282483;2026-11-03\|35.58\|-3.37\|36.36\|37.52\|35.37\|189951;2026-11-04\|38.18\|7.31\|35.55\|38.50\|34.56\|250285;2026-11-05\|39.99\|4.74\|37.51\|41.13\|37.50\|260914;2026-11-06\|38.05\|-4.85\|38.01\|39.81\|37.73\|182241;2026-11-09\|38.03\|-0.05\|38.60\|40.01\|38.01\|182389;2026-11-10\|39.73\|4.47\|38.99\|40.49\|38.68\|198619;2026-11-11\|40.22\|1.23\|39.48\|40.95\|39.15\|219077
121952	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI应用+参股MiniMax+AI语料+半年报预增行业原因：据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年7月15日业绩预告，公司2026年上半年归母净利润预计同比增长128.42%-162.68%，主要系投资的MiniMax稀宇科技股价波动导致公允价值增长，产生约7085.18万元非经常性损益。 2、据2025年半年报及2025年年报，公司战略投资多模态大模型公司MiniMax稀宇科技，其核心产品AiPPT.com依托公司版权素材库，5月访问量超2000万，位居国内AI原生PPT工具市场第一。 3、据2026年5月11日互动易及2025年年报，公司提供体系化AI模型训练数据授权服务，拥有超7亿高质量、版权合规的多模态内容数据，已与多家企业签署合作协议。	参股公司MiniMax于1月9日在香港联交所上市	2026-07-02\|20.25\|-0.49\|20.67\|20.98\|19.96\|512902;2026-07-03\|19.45\|-3.95\|19.85\|19.99\|19.30\|426613;2026-07-06\|18.30\|-5.91\|19.15\|19.45\|18.28\|380087;2026-07-07\|18.28\|-0.11\|18.15\|18.52\|17.99\|212179;2026-07-08\|18.94\|3.61\|18.17\|18.95\|17.40\|396349;2026-07-09\|18.28\|-3.48\|18.49\|18.85\|17.92\|336363;2026-07-10\|18.50\|1.20\|17.90\|19.17\|17.66\|415819;2026-07-13\|17.68\|-4.43\|18.35\|18.60\|17.66\|279462;2026-07-14\|17.11\|-3.22\|17.59\|17.78\|16.66\|288535;2026-07-15\|17.19\|0.47\|17.00\|17.55\|16.90\|213098;2026-07-16\|17.40\|1.22\|17.02\|17.62\|16.76\|253794;2026-07-17\|16.22\|-6.78\|17.40\|17.66\|16.21\|305472;2026-07-20\|16.41\|1.17\|16.37\|16.68\|15.88\|246380;2026-07-21\|16.65\|1.46\|16.25\|16.69\|15.85\|273294;2026-07-22\|16.20\|-2.70\|16.48\|16.67\|16.13\|221736;2026-07-23\|16.26\|0.37\|16.20\|16.29\|15.95\|190367;2026-07-24\|15.50\|-4.67\|16.03\|16.03\|15.50\|232357;2026-07-27\|16.05\|3.55\|15.46\|16.07\|15.30\|211630;2026-07-28\|16.76\|4.42\|15.98\|17.13\|15.86\|427991;2026-07-29\|16.87\|0.66\|16.71\|16.95\|16.49\|302462;2026-07-30\|16.74\|-0.77\|16.86\|17.37\|16.69\|295770;2026-07-31\|17.96\|7.29\|16.66\|18.41\|16.64\|667017;2026-08-03\|18.09\|0.72\|17.80\|18.41\|17.38\|475928;2026-08-04\|18.77\|3.76\|18.13\|18.78\|18.11\|535618;2026-08-05\|18.88\|0.59\|18.44\|19.09\|18.32\|526699;2026-08-06\|18.49\|-2.07\|18.62\|18.99\|18.29\|373248;2026-08-07\|18.40\|-0.49\|18.49\|18.50\|17.86\|374634;2026-08-10\|18.36\|-0.22\|18.32\|18.50\|17.95\|215428;2026-08-11\|18.16\|-1.09\|18.42\|18.47\|18.01\|214880;2026-08-12\|18.36\|1.10\|18.25\|18.80\|17.96\|319382;2026-08-13\|18.18\|-0.98\|18.46\|19.27\|18.17\|484687;2026-08-14\|18.05\|-0.72\|18.27\|18.42\|17.71\|319230;2026-08-17\|18.18\|0.72\|18.08\|18.50\|17.77\|215774;2026-08-18\|17.75\|-2.37\|18.15\|18.15\|17.52\|220767;2026-08-19\|16.94\|-4.56\|17.60\|17.60\|16.91\|209182;2026-08-20\|17.01\|0.41\|17.15\|17.27\|16.93\|136353;2026-08-21\|17.01\|0.00\|16.86\|17.02\|16.69\|121581;2026-08-24\|16.44\|-3.35\|17.06\|17.09\|16.28\|168839;2026-08-25\|16.85\|2.49\|16.44\|16.89\|16.29\|159970;2026-08-26\|16.17\|-4.04\|16.20\|16.70\|16.15\|298878;2026-08-27\|16.45\|1.73\|16.32\|16.50\|16.09\|207080;2026-08-28\|16.53\|0.49\|16.57\|16.95\|16.44\|230763;2026-08-31\|17.20\|4.05\|16.41\|17.33\|16.36\|416918;2026-09-01\|17.62\|2.44\|17.18\|18.12\|17.16\|533248;2026-09-02\|17.00\|-3.52\|17.31\|17.63\|16.93\|321440;2026-09-03\|16.73\|-1.59\|17.23\|17.54\|16.65\|310747;2026-09-04\|17.20\|2.81\|16.93\|17.81\|16.84\|508623;2026-09-07\|17.68\|2.85\|17.21\|17.87\|16.99\|471562;2026-09-08\|17.99\|1.75\|17.68\|19.00\|17.52\|622449;2026-09-09\|17.22\|-4.28\|17.82\|17.96\|17.12\|425929;2026-09-10\|16.83\|-2.26\|17.07\|17.09\|16.74\|229993;2026-09-11\|16.33\|-2.97\|16.67\|16.79\|16.17\|230818;2026-09-14\|16.08\|-1.53\|16.20\|16.30\|15.98\|181018;2026-09-15\|15.95\|-0.81\|16.15\|16.33\|15.94\|185191;2026-09-16\|16.05\|0.63\|15.81\|16.10\|15.68\|141154;2026-09-17\|16.18\|0.81\|15.95\|16.25\|15.89\|147869;2026-09-18\|16.32\|0.87\|16.18\|16.36\|16.05\|181038;2026-09-21\|16.41\|0.55\|16.42\|16.48\|16.27\|158224;2026-09-22\|16.82\|2.50\|16.55\|17.17\|16.46\|341933;2026-09-23\|16.24\|-3.45\|16.59\|16.70\|16.24\|206268;2026-09-24\|15.96\|-1.72\|16.16\|16.35\|15.95\|138568;2026-09-28\|15.60\|-2.26\|15.96\|15.99\|15.48\|135430;2026-09-29\|15.86\|1.67\|15.50\|16.09\|15.50\|148807;2026-09-30\|15.62\|-1.51\|15.99\|16.10\|15.61\|113440;2026-10-08\|15.35\|-1.73\|15.60\|15.64\|15.26\|134579;2026-10-09\|16.14\|5.15\|15.29\|16.25\|14.93\|286645;2026-10-12\|16.75\|3.78\|16.00\|16.82\|15.85\|484227;2026-10-13\|16.43\|-1.91\|16.28\|16.64\|15.84\|367400;2026-10-14\|16.63\|1.22\|16.40\|16.93\|16.00\|416745;2026-10-15\|16.19\|-2.65\|16.21\|16.91\|16.12\|346828;2026-10-16\|15.68\|-3.15\|16.48\|16.59\|15.54\|333800;2026-10-19\|15.87\|1.21\|15.58\|16.04\|15.44\|228463;2026-10-20\|16.21\|2.14\|15.79\|16.31\|15.72\|223504;2026-10-21\|16.33\|0.74\|16.22\|16.59\|16.13\|185054;2026-10-22\|15.51\|-5.02\|16.23\|16.35\|15.51\|209405;2026-10-23\|16.17\|4.26\|15.25\|16.29\|14.55\|342349;2026-10-26\|16.39\|1.36\|16.04\|16.64\|15.78\|285555;2026-10-27\|15.86\|-3.23\|16.17\|16.60\|15.84\|221407;2026-10-28\|16.02\|1.01\|15.86\|16.23\|15.68\|188067;2026-10-29\|15.41\|-3.81\|15.85\|15.92\|15.41\|179056;2026-10-30\|14.21\|-7.79\|15.05\|15.22\|14.20\|313939;2026-11-02\|15.63\|9.99\|14.21\|15.63\|14.05\|426332;2026-11-03\|15.65\|0.13\|15.85\|16.14\|15.58\|378382;2026-11-04\|15.97\|2.04\|15.56\|16.08\|15.55\|291170;2026-11-05\|16.67\|4.38\|15.94\|16.79\|15.90\|406174;2026-11-06\|16.30\|-2.22\|16.28\|16.67\|16.20\|255759;2026-11-09\|16.10\|-1.23\|16.26\|16.71\|16.10\|234543;2026-11-10\|16.75\|4.04\|16.20\|16.80\|16.20\|384859;2026-11-11\|16.79\|0.24\|16.60\|16.92\|16.36\|347778
121951	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	AI应用+AIGC引擎+互联网营销+油墨化工行业原因：据国元国际7月22日研报，国内AI商业化进程加速，月之暗面发布2.8万亿参数开源模型Kimi K3，7月15日网信办发布7款手机端侧生成式AI服务备案信息，应用端价值有望重估。公司原因： 1、据2026年5月8日业绩说明会，公司天龙AIGC引擎自主研发的“品学·兼优”集成豆包、DeepSeek等大模型能力，推出“图片助手”和“视频混剪工具”，单日图片和视频生产规模峰值分别达9.6万张和13.4万条，为宝马MINI、长安汽车、雀巢等知名品牌提供创意广告，单项目内容产出周期平均缩短40%以上。 2、据2026年5月8日业绩说明会，公司互联网营销板块与巨量引擎、腾讯、百度、华为、小米等头部流量媒体平台保持深度合作，构建了全域媒体资源矩阵；2026年第一季度，公司主营业务收入同比增长34.54%，扣非净利润同比增长32.37%。 3、据2025年年度报告，公司油墨化工板块具备产品力与创新力优势，子公司广东天龙是全国首家获得BRCGS包装材料全球标准认证的食品包装接触材料用水性油墨生产企业；公司正以“产能出海+贸易拓展”双轮驱动推进全球化布局，印尼油墨生产基地计划于2027年投产。	公司“品学·兼优”AIGC工具矩阵通过整合百度擎舵、腾讯妙思等三方平台API，兼容GPT-4o、DeepSeek等国内外主流大模型，实现文案、图片、视频等营销素材自动化生成，构建多模态智能创作生态	2026-07-02\|8.99\|1.58\|9.29\|9.59\|8.86\|870309;2026-07-03\|8.44\|-6.12\|8.90\|8.92\|8.33\|561280;2026-07-06\|8.16\|-3.32\|8.40\|8.62\|8.15\|354993;2026-07-07\|7.91\|-3.06\|8.14\|8.29\|7.88\|269144;2026-07-08\|7.83\|-1.01\|7.91\|8.01\|7.71\|276471;2026-07-09\|8.13\|3.83\|7.79\|8.23\|7.69\|452838;2026-07-10\|8.50\|4.55\|8.00\|9.02\|7.85\|743036;2026-07-13\|7.95\|-6.47\|8.43\|8.59\|7.92\|435924;2026-07-14\|7.86\|-1.13\|7.92\|8.00\|7.55\|322479;2026-07-15\|7.98\|1.53\|7.86\|8.15\|7.77\|318417;2026-07-16\|8.18\|2.51\|7.99\|8.33\|7.87\|436680;2026-07-17\|7.70\|-5.87\|8.12\|8.36\|7.66\|453899;2026-07-20\|7.68\|-0.26\|7.74\|7.96\|7.45\|346069;2026-07-21\|7.85\|2.21\|7.68\|7.85\|7.18\|394355;2026-07-22\|7.58\|-3.44\|7.76\|7.82\|7.55\|272540;2026-07-23\|7.78\|2.64\|7.52\|7.78\|7.50\|238209;2026-07-24\|7.32\|-5.91\|7.71\|7.73\|7.32\|293280;2026-07-27\|7.69\|5.05\|7.32\|7.70\|7.24\|332043;2026-07-28\|7.72\|0.39\|7.60\|7.92\|7.60\|286984;2026-07-29\|7.87\|1.94\|7.77\|7.91\|7.61\|320442;2026-07-30\|7.76\|-1.40\|7.82\|8.30\|7.72\|503312;2026-07-31\|9.10\|17.27\|7.76\|9.31\|7.76\|1494495;2026-08-03\|9.05\|-0.55\|8.85\|9.26\|8.69\|1072990;2026-08-04\|9.53\|5.30\|9.04\|9.69\|9.04\|1094828;2026-08-05\|9.68\|1.57\|9.30\|9.82\|9.22\|881714;2026-08-06\|9.45\|-2.38\|9.51\|10.06\|9.34\|930718;2026-08-07\|9.58\|1.38\|9.28\|9.61\|9.02\|850436;2026-08-10\|9.48\|-1.04\|9.75\|9.78\|9.27\|467591;2026-08-11\|9.35\|-1.37\|9.52\|9.57\|9.26\|359860;2026-08-12\|10.18\|8.88\|9.42\|11.20\|9.24\|1566218;2026-08-13\|9.77\|-4.03\|10.19\|10.75\|9.76\|1377400;2026-08-14\|9.50\|-2.76\|9.62\|9.97\|9.31\|868170;2026-08-17\|9.66\|1.68\|9.51\|9.67\|9.28\|575332;2026-08-18\|9.34\|-3.31\|9.58\|9.66\|9.23\|415257;2026-08-19\|8.88\|-4.93\|9.24\|9.27\|8.82\|381510;2026-08-20\|8.95\|0.79\|9.03\|9.14\|8.80\|311042;2026-08-21\|8.87\|-0.89\|8.80\|8.87\|8.61\|232305;2026-08-24\|8.59\|-3.16\|8.86\|8.87\|8.48\|239788;2026-08-25\|8.72\|1.51\|8.57\|8.78\|8.45\|231393;2026-08-26\|8.64\|-0.92\|8.70\|8.77\|8.55\|172022;2026-08-27\|8.75\|1.27\|8.64\|8.81\|8.61\|210279;2026-08-28\|8.77\|0.23\|8.96\|9.05\|8.70\|620223;2026-08-31\|9.10\|3.76\|8.50\|9.20\|8.46\|683687;2026-09-01\|9.40\|3.30\|9.08\|9.53\|9.04\|785436;2026-09-02\|9.05\|-3.72\|9.30\|9.48\|9.03\|466602;2026-09-03\|8.85\|-2.21\|9.10\|9.35\|8.78\|400462;2026-09-04\|9.28\|4.86\|9.00\|9.80\|8.92\|944700;2026-09-07\|9.51\|2.48\|9.40\|9.54\|9.15\|683878;2026-09-08\|9.50\|-0.11\|9.58\|9.88\|9.37\|727988;2026-09-09\|9.20\|-3.16\|9.42\|9.45\|9.11\|464263;2026-09-10\|9.01\|-2.07\|9.14\|9.17\|8.97\|257106;2026-09-11\|8.86\|-1.66\|8.89\|8.97\|8.66\|292345;2026-09-14\|8.72\|-1.58\|8.82\|8.82\|8.56\|211323;2026-09-15\|8.48\|-2.75\|8.78\|8.85\|8.47\|256592;2026-09-16\|8.56\|0.94\|8.49\|8.63\|8.35\|193868;2026-09-17\|8.65\|1.05\|8.54\|8.70\|8.50\|219823;2026-09-18\|8.68\|0.35\|8.67\|8.72\|8.58\|249722;2026-09-21\|8.73\|0.58\|8.75\|8.78\|8.63\|260160;2026-09-22\|9.05\|3.67\|8.95\|9.20\|8.75\|627777;2026-09-23\|8.60\|-4.97\|8.93\|8.96\|8.60\|377078;2026-09-24\|8.50\|-1.16\|8.56\|8.75\|8.48\|187810;2026-09-28\|8.22\|-3.29\|8.50\|8.50\|8.17\|174068;2026-09-29\|8.59\|4.50\|8.18\|8.68\|8.18\|342704;2026-09-30\|8.37\|-2.56\|8.53\|8.63\|8.34\|205903;2026-10-08\|8.19\|-2.15\|8.39\|8.44\|8.12\|166905;2026-10-09\|8.75\|6.84\|8.21\|8.82\|8.00\|455353;2026-10-12\|8.82\|0.80\|8.73\|8.95\|8.55\|471161;2026-10-13\|8.97\|1.70\|8.70\|9.10\|8.51\|487295;2026-10-14\|9.00\|0.33\|8.96\|9.22\|8.72\|571284;2026-10-15\|8.74\|-2.89\|8.75\|9.12\|8.70\|433372;2026-10-16\|8.33\|-4.69\|8.87\|8.94\|8.26\|450478;2026-10-19\|8.26\|-0.84\|8.22\|8.44\|8.00\|320630;2026-10-20\|8.45\|2.30\|8.21\|8.51\|8.17\|297032;2026-10-21\|8.44\|-0.12\|8.43\|8.64\|8.37\|272696;2026-10-22\|7.85\|-6.99\|8.37\|8.43\|7.85\|350526;2026-10-23\|8.26\|5.22\|7.75\|8.29\|7.43\|429038;2026-10-26\|8.21\|-0.61\|8.17\|8.40\|8.03\|270230;2026-10-27\|7.93\|-3.41\|8.15\|8.37\|7.93\|276510;2026-10-28\|8.15\|2.77\|8.00\|8.25\|7.91\|287804;2026-10-29\|7.83\|-3.93\|8.08\|8.14\|7.81\|231906;2026-10-30\|7.33\|-6.39\|7.70\|7.77\|7.33\|337284;2026-11-02\|7.93\|8.19\|7.39\|8.02\|7.20\|430189;2026-11-03\|7.71\|-2.77\|7.82\|8.00\|7.67\|272001;2026-11-04\|7.98\|3.50\|7.68\|8.03\|7.68\|384553;2026-11-05\|8.53\|6.89\|8.36\|8.68\|8.21\|727585;2026-11-06\|8.43\|-1.17\|8.20\|8.75\|8.20\|622743;2026-11-09\|8.26\|-2.02\|8.43\|8.62\|8.26\|448677;2026-11-10\|8.64\|4.60\|8.37\|8.71\|8.28\|541824;2026-11-11\|8.76\|1.39\|8.58\|8.85\|8.43\|539589
121950	OpenAI对GPT-5.6全产品线实施新定价：Luna降价80%，Sol新增Fast模式	间接参股月之暗面+AI应用+拟投资阶跃星辰+境外会展 1、据2026年7月13日互动易，目前公司参股的“华月创智（青岛）创业投资基金合伙企业（有限合伙）”持有“北京月之暗面科技有限公司”4.233%的股权。 2、据2026年5月25日公告，公司拟以自有资金1.5亿元认购上海阶跃星辰智能科技股份有限公司发行的股份，阶跃星辰为国产大模型“AI六小龙”之一。 3、据2026年4月13日投资者关系活动记录表，公司发布了“AI慧展1.0”并集成了慧搜、慧译等六大工具，AI眼镜Global版已在越南、巴西等多展会实际应用；公司首创的TradeChina Assistant展会AI助手在核心展会买家渗透率高达76%。 4、据2025年年度报告，公司主营境外会展的策划、组织及运营服务，聚焦中国企业出海，在“一带一路”、RCEP及金砖国家市场构建了覆盖广泛的境外自办展网络，在出国办展领域具有规模优势和市场占有率领先地位。	目前公司参股的“华月创智（青岛）创业投资基金合伙企业（有限合伙）”持有“北京月之暗面科技有限公司”4.233%的股权	2026-07-02\|8.66\|-0.57\|8.65\|8.90\|8.64\|37202;2026-07-03\|8.81\|1.73\|8.77\|8.90\|8.67\|32011;2026-07-06\|8.79\|-0.23\|8.82\|8.97\|8.71\|37069;2026-07-07\|8.30\|-5.57\|8.81\|8.82\|8.29\|39309;2026-07-08\|8.37\|0.84\|8.36\|8.44\|8.20\|40524;2026-07-09\|8.33\|-0.48\|8.33\|8.43\|8.12\|30479;2026-07-10\|8.42\|1.08\|8.32\|8.61\|8.16\|39223;2026-07-13\|8.03\|-4.63\|8.30\|8.44\|7.99\|51539;2026-07-14\|8.19\|1.99\|8.02\|8.23\|7.93\|34427;2026-07-15\|8.39\|2.44\|8.19\|8.41\|8.18\|32561;2026-07-16\|8.73\|4.05\|8.39\|8.81\|8.27\|46190;2026-07-17\|10.48\|20.05\|9.24\|10.48\|9.21\|164205;2026-07-20\|11.09\|5.82\|12.58\|12.58\|10.65\|440418;2026-07-21\|13.31\|20.02\|10.49\|13.31\|10.49\|477177;2026-07-22\|14.34\|7.74\|13.20\|14.90\|12.63\|529847;2026-07-23\|12.84\|-10.46\|13.30\|13.70\|12.25\|434027;2026-07-24\|11.07\|-13.79\|11.99\|12.23\|10.96\|353295;2026-07-27\|13.28\|19.96\|10.52\|13.28\|10.28\|386098;2026-07-28\|13.54\|1.96\|13.19\|14.66\|12.68\|501962;2026-07-29\|14.22\|5.02\|13.55\|14.90\|13.55\|440071;2026-07-30\|13.70\|-3.66\|14.24\|15.31\|13.50\|441052;2026-07-31\|16.44\|20.00\|13.15\|16.44\|13.00\|585580;2026-08-03\|14.20\|-13.63\|15.50\|15.68\|14.02\|483148;2026-08-04\|15.58\|9.72\|14.69\|16.40\|14.10\|518354;2026-08-05\|16.54\|6.16\|15.31\|17.70\|14.81\|549106;2026-08-06\|15.70\|-5.08\|15.60\|16.80\|15.35\|424801;2026-08-07\|15.52\|-1.15\|15.41\|16.25\|14.78\|429284;2026-08-10\|16.14\|3.99\|15.40\|16.89\|15.40\|431084;2026-08-11\|15.20\|-5.82\|15.82\|16.43\|14.90\|366882;2026-08-12\|16.87\|10.99\|15.11\|17.53\|14.93\|520212;2026-08-13\|16.63\|-1.42\|17.02\|18.48\|16.55\|485423;2026-08-14\|17.10\|2.83\|17.06\|18.80\|16.72\|496580;2026-08-17\|18.13\|6.02\|17.95\|18.88\|17.60\|493104;2026-08-18\|16.74\|-7.67\|17.58\|17.68\|16.18\|448043;2026-08-19\|15.10\|-9.80\|15.68\|16.17\|14.33\|399245;2026-08-20\|14.02\|-7.15\|14.88\|15.08\|13.91\|299562;2026-08-21\|13.70\|-2.28\|13.92\|14.06\|13.40\|241113;2026-08-24\|12.65\|-7.66\|13.51\|13.55\|12.39\|266774;2026-08-25\|12.69\|0.32\|12.60\|12.95\|12.21\|237310;2026-08-26\|12.43\|-2.05\|12.71\|12.79\|12.10\|189194;2026-08-27\|13.76\|10.70\|13.25\|14.42\|13.25\|425132;2026-08-28\|13.31\|-3.27\|13.76\|14.38\|13.22\|357268;2026-08-31\|13.81\|3.76\|13.16\|14.30\|13.10\|324248;2026-09-01\|13.56\|-1.81\|13.73\|14.19\|13.36\|255712;2026-09-02\|13.06\|-3.69\|13.30\|13.64\|12.81\|200437;2026-09-03\|14.08\|7.81\|13.77\|15.01\|13.77\|427951;2026-09-04\|13.84\|-1.70\|14.10\|14.54\|13.61\|350091;2026-09-07\|13.65\|-1.37\|13.95\|13.99\|13.35\|233246;2026-09-08\|13.08\|-4.18\|13.45\|13.50\|13.00\|201818;2026-09-09\|12.75\|-2.52\|13.00\|13.00\|12.57\|144876;2026-09-10\|12.40\|-2.75\|12.69\|12.70\|12.37\|110857;2026-09-11\|12.02\|-3.06\|12.15\|12.24\|11.78\|124740;2026-09-14\|11.90\|-1.00\|11.81\|11.94\|11.65\|84766;2026-09-15\|11.66\|-2.02\|12.00\|12.15\|11.65\|88631;2026-09-16\|11.72\|0.51\|11.48\|11.84\|11.48\|88738;2026-09-17\|11.78\|0.51\|11.63\|11.88\|11.57\|85300;2026-09-18\|12.06\|2.38\|11.88\|12.17\|11.78\|129799;2026-09-21\|12.75\|5.72\|12.27\|13.12\|11.98\|229060;2026-09-22\|14.15\|10.98\|12.80\|14.97\|12.80\|399506;2026-09-23\|13.50\|-4.59\|14.04\|14.19\|13.44\|270449;2026-09-24\|13.10\|-2.96\|13.37\|13.67\|13.07\|160235;2026-09-28\|12.81\|-2.21\|13.03\|13.47\|12.63\|162899;2026-09-29\|12.78\|-0.23\|12.66\|13.09\|12.47\|146722;2026-09-30\|12.81\|0.23\|12.88\|13.37\|12.71\|142533;2026-10-08\|12.60\|-1.64\|13.30\|13.30\|12.30\|131733;2026-10-09\|12.96\|2.86\|12.46\|13.00\|12.05\|157855;2026-10-12\|12.56\|-3.09\|12.90\|13.00\|12.42\|102739;2026-10-13\|12.71\|1.19\|12.30\|12.94\|12.01\|118004;2026-10-14\|12.28\|-3.38\|12.53\|12.70\|12.15\|86238;2026-10-15\|11.89\|-3.18\|11.96\|12.31\|11.87\|73222;2026-10-16\|11.30\|-4.96\|12.10\|12.26\|11.23\|102514;2026-10-19\|11.07\|-2.04\|11.14\|11.31\|10.80\|87090;2026-10-20\|11.51\|3.97\|11.13\|11.73\|11.00\|116865;2026-10-21\|11.52\|0.09\|11.63\|11.85\|11.47\|88924;2026-10-22\|10.84\|-5.90\|11.52\|11.55\|10.83\|79911;2026-10-23\|11.36\|4.80\|10.51\|11.48\|10.05\|116470;2026-10-26\|11.69\|2.90\|11.22\|12.23\|11.21\|180292;2026-10-27\|11.26\|-3.68\|11.58\|11.86\|11.20\|121501;2026-10-28\|11.22\|-0.36\|11.40\|11.53\|11.02\|85742;2026-10-29\|10.67\|-4.90\|11.08\|11.10\|10.67\|82373;2026-10-30\|10.03\|-6.00\|10.40\|10.68\|10.03\|104890;2026-11-02\|10.70\|6.68\|10.00\|10.80\|9.70\|126463;2026-11-03\|10.28\|-3.93\|10.56\|10.69\|10.20\|80797;2026-11-04\|10.54\|2.53\|10.26\|10.63\|10.03\|87325;2026-11-05\|11.32\|7.40\|10.48\|11.83\|10.35\|196507;2026-11-06\|10.80\|-4.59\|10.71\|11.35\|10.71\|109891;2026-11-09\|10.98\|1.67\|10.86\|11.69\|10.78\|154958;2026-11-10\|11.90\|8.38\|11.19\|12.52\|11.17\|274976;2026-11-11\|12.48\|4.87\|11.88\|13.20\|11.63\|303438

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