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
116110	央视：国产TGV玻璃基板加速产业化，头部企业抢先布局	涨停揭秘：高硼硅玻璃具备稳定热膨胀系数与低介电损耗，已满足半导体封装玻璃基板原材料标准，正与多家国内封测厂开展合作验证；涨停缘由：玻璃基板是Chiplet与先进封装关键载体，南玻在特种玻璃领域积淀深厚，材料性能指标达国际一线水平；资金逻辑：资金提前布局半导体材料国产替代主线，南玻作为稀缺玻璃基板潜在供应商获主题资金抢筹；风险提示：玻璃基板验证周期长、导入门槛高，目前尚未形成批量订单，业绩贡献暂不明确	公司在特种玻璃领域深耕多年，消息称公司高硼硅玻璃产品具备稳定的热膨胀系数与低介电损耗，符合半导体封装玻璃基板的原材料标准，已与多家国内制造企业建立合作关系	2026-05-11\|4.02\|-0.25\|4.05\|4.05\|4.01\|249766;2026-05-12\|3.90\|-2.99\|4.02\|4.04\|3.89\|414506;2026-05-13\|3.83\|-1.79\|3.89\|3.89\|3.81\|327249;2026-05-14\|3.85\|0.52\|3.83\|3.89\|3.76\|307332;2026-05-15\|3.73\|-3.12\|3.82\|3.84\|3.71\|266465;2026-05-18\|3.71\|-0.54\|3.72\|3.72\|3.66\|182508;2026-05-19\|3.74\|0.81\|3.70\|3.75\|3.69\|133767;2026-05-20\|3.64\|-2.67\|3.72\|3.74\|3.62\|201900;2026-05-21\|4.00\|9.89\|3.69\|4.00\|3.69\|581068;2026-05-22\|4.40\|10.00\|4.00\|4.40\|3.86\|1257726;2026-05-25\|4.60\|4.55\|4.41\|4.83\|4.30\|2009093;2026-05-26\|4.50\|-2.17\|4.37\|4.73\|4.36\|1602110;2026-05-27\|4.45\|-1.11\|4.38\|4.64\|4.37\|1143299;2026-05-28\|4.38\|-1.57\|4.37\|4.55\|4.31\|844683;2026-05-29\|4.05\|-7.53\|4.40\|4.43\|4.01\|905492;2026-06-01\|4.16\|2.72\|4.06\|4.30\|4.02\|685882;2026-06-02\|4.10\|-1.44\|4.19\|4.20\|4.08\|422885;2026-06-03\|4.11\|0.24\|4.11\|4.24\|4.08\|507188;2026-06-04\|4.20\|2.19\|4.09\|4.27\|4.05\|701996;2026-06-05\|4.38\|4.29\|4.16\|4.54\|4.07\|1282677;2026-06-08\|4.31\|-1.60\|4.20\|4.49\|4.20\|828113;2026-06-09\|4.40\|2.09\|4.34\|4.41\|4.23\|686250;2026-06-10\|4.23\|-3.86\|4.35\|4.36\|4.15\|575985;2026-06-11\|4.08\|-3.55\|4.18\|4.25\|4.05\|556920;2026-06-12\|4.00\|-1.96\|4.11\|4.15\|3.89\|591900;2026-06-15\|4.11\|2.75\|4.00\|4.19\|3.99\|510288;2026-06-16\|4.52\|9.98\|4.10\|4.52\|4.05\|428470;2026-06-17\|4.63\|2.43\|4.55\|4.75\|4.42\|1726157;2026-06-18\|4.30\|-7.13\|4.46\|4.49\|4.26\|1065364;2026-06-22\|4.73\|10.00\|4.38\|4.73\|4.32\|915656;2026-06-23\|4.67\|-1.27\|4.69\|4.83\|4.62\|1550582;2026-06-24\|4.63\|-0.86\|4.65\|4.80\|4.56\|1117811;2026-06-25\|4.77\|3.02\|4.67\|4.87\|4.62\|1143986;2026-06-26\|4.80\|0.63\|4.68\|5.11\|4.55\|1531473;2026-06-29\|4.69\|-2.29\|4.73\|4.94\|4.57\|1154890;2026-06-30\|5.16\|10.02\|4.60\|5.16\|4.60\|1079635;2026-07-01\|5.25\|1.74\|5.06\|5.43\|4.92\|2088783;2026-07-02\|5.02\|-4.38\|5.00\|5.09\|4.81\|1294389;2026-07-03\|5.10\|1.59\|4.96\|5.15\|4.86\|1209128;2026-07-06\|4.62\|-9.41\|5.01\|5.06\|4.59\|1127022;2026-07-07\|4.23\|-8.44\|4.53\|4.58\|4.23\|832525;2026-07-08\|4.18\|-1.18\|4.24\|4.33\|4.17\|502834;2026-07-09\|4.31\|3.11\|4.19\|4.32\|4.17\|518262;2026-07-10\|4.17\|-3.25\|4.29\|4.34\|4.17\|590964;2026-07-13\|3.90\|-6.47\|4.08\|4.09\|3.90\|552757;2026-07-14\|3.95\|1.28\|3.91\|3.99\|3.88\|343628;2026-07-15\|3.88\|-1.77\|3.85\|3.90\|3.72\|430121;2026-07-16\|3.85\|-0.77\|3.83\|3.88\|3.81\|264279;2026-07-17\|3.81\|-1.04\|3.82\|3.89\|3.79\|377988;2026-07-20\|3.73\|-2.10\|3.82\|3.88\|3.68\|379127;2026-07-21\|3.88\|4.02\|3.74\|3.90\|3.72\|433539;2026-07-22\|3.75\|-3.35\|3.83\|3.86\|3.73\|380484;2026-07-23\|3.81\|2.14\|3.74\|3.82\|3.72\|229336;2026-07-24\|3.74\|-1.84\|3.77\|3.80\|3.71\|205265;2026-07-27\|3.83\|2.41\|3.74\|3.84\|3.71\|242567;2026-07-28\|3.82\|-0.26\|3.81\|3.83\|3.79\|207800;2026-07-29\|3.90\|2.09\|3.82\|3.93\|3.81\|284968;2026-07-30\|3.93\|0.77\|3.89\|3.97\|3.88\|274754;2026-07-31\|3.93\|0.00\|3.98\|4.02\|3.92\|325433;2026-08-03\|3.97\|1.02\|3.90\|3.97\|3.90\|211401;2026-08-04\|3.95\|-0.50\|3.97\|4.00\|3.94\|236419;2026-08-05\|3.96\|0.25\|3.92\|3.97\|3.90\|282397;2026-08-06\|3.89\|-1.77\|3.93\|3.94\|3.85\|286351;2026-08-07\|3.85\|-1.03\|3.88\|3.89\|3.82\|241228;2026-08-10\|3.88\|0.78\|3.88\|3.89\|3.82\|250422;2026-08-11\|3.85\|-0.77\|3.87\|3.88\|3.82\|181423;2026-08-12\|3.89\|1.04\|3.85\|3.91\|3.84\|247324;2026-08-13\|3.80\|-2.31\|3.90\|3.91\|3.79\|350687;2026-08-14\|3.78\|-0.53\|3.78\|3.81\|3.75\|186057;2026-08-17\|3.82\|1.06\|3.78\|3.83\|3.75\|176277;2026-08-18\|3.81\|-0.26\|3.82\|3.88\|3.80\|240766;2026-08-19\|3.73\|-2.10\|3.80\|3.82\|3.71\|267528;2026-08-20\|3.75\|0.54\|3.74\|3.78\|3.72\|193060;2026-08-21\|3.72\|-0.80\|3.73\|3.74\|3.68\|140132;2026-08-24\|3.70\|-0.54\|3.72\|3.72\|3.68\|124793;2026-08-25\|3.75\|1.35\|3.70\|3.77\|3.68\|169917;2026-08-26\|3.78\|0.80\|3.75\|3.80\|3.74\|135319;2026-08-27\|3.77\|-0.26\|3.76\|3.78\|3.73\|122202;2026-08-28\|3.79\|0.53\|3.75\|3.81\|3.73\|188776;2026-08-31\|3.73\|-1.58\|3.78\|3.82\|3.73\|193286;2026-09-01\|3.76\|0.80\|3.73\|3.77\|3.72\|177201;2026-09-02\|3.74\|-0.53\|3.74\|3.74\|3.69\|156354;2026-09-03\|3.71\|-0.80\|3.73\|3.75\|3.70\|105690;2026-09-04\|3.72\|0.27\|3.72\|3.76\|3.70\|189628;2026-09-07\|3.74\|0.54\|3.73\|3.76\|3.71\|146645;2026-09-08\|3.80\|1.60\|3.75\|3.81\|3.73\|245665;2026-09-09\|3.77\|-0.79\|3.81\|3.82\|3.76\|130041;2026-09-10\|3.78\|0.27\|3.77\|3.82\|3.73\|204983;2026-09-11\|3.83\|1.32\|3.76\|3.84\|3.69\|367741;2026-09-14\|3.77\|-1.57\|3.81\|3.83\|3.74\|220878
116109	央视：国产TGV玻璃基板加速产业化，头部企业抢先布局	药用玻璃包装+协议转让+医美包装 1、据2026年5月25日公告，控股股东正川投资拟通过协议转让方式向安景立成转让其持有的公司10.00%股份，受让方承诺自过户登记完成起18个月内不减持。 2、据2025年年报，公司是行业内药用玻璃管制瓶细分行业的龙头企业之一，拥有“拉管-制瓶-制盖”一体化生产优势，年产药用玻璃管制瓶70亿只、瓶盖30亿只。 3、据2025年年报，公司积极拓展医美产品包装市场，已与华熙生物、贝泰妮等医美及化妆品类头部企业建立业务合作关系。 4、据2025年年报，公司计划建设中硼硅窑炉，未来拟实现5万吨中硼硅玻璃管产能及150亿支管制瓶年产能。	药用玻璃管制瓶细分行业龙头，目前暂未开展玻璃基板相关业务	2026-05-11\|21.87\|1.53\|21.62\|21.95\|21.42\|29326;2026-05-12\|21.64\|-1.05\|21.87\|21.93\|21.41\|21066;2026-05-13\|21.55\|-0.42\|21.61\|21.90\|21.43\|19159;2026-05-14\|21.55\|0.00\|21.52\|21.92\|21.32\|22848;2026-05-15\|21.47\|-0.37\|21.55\|21.78\|21.38\|19945;2026-05-18\|21.39\|-0.37\|21.26\|21.52\|21.08\|19637;2026-05-19\|21.11\|-1.31\|21.51\|21.58\|21.00\|16961;2026-05-20\|21.19\|0.38\|21.02\|21.20\|20.50\|23730;2026-05-21\|22.00\|3.82\|21.23\|22.64\|21.22\|54990;2026-05-22\|24.20\|10.00\|22.49\|24.20\|22.49\|94041;2026-05-25\|24.72\|2.15\|26.00\|26.09\|24.25\|131748;2026-05-26\|23.38\|-5.42\|24.27\|25.33\|23.06\|82021;2026-05-27\|21.92\|-6.24\|23.66\|23.66\|21.61\|68938;2026-05-28\|21.62\|-0.05\|21.43\|21.99\|20.86\|49214;2026-05-29\|21.66\|0.18\|21.42\|21.82\|20.56\|49495;2026-06-01\|21.76\|0.46\|21.46\|22.12\|21.07\|39479;2026-06-02\|21.37\|-1.79\|21.53\|21.73\|20.95\|31479;2026-06-03\|21.20\|-0.80\|21.16\|21.35\|20.84\|31959;2026-06-04\|21.35\|0.71\|21.04\|21.35\|20.93\|17447;2026-06-05\|22.36\|4.73\|21.36\|22.66\|20.74\|53351;2026-06-08\|22.89\|2.37\|21.87\|23.03\|21.63\|58812;2026-06-09\|23.82\|4.06\|22.91\|23.94\|22.70\|75286;2026-06-10\|23.63\|-0.80\|23.62\|24.44\|23.05\|64189;2026-06-11\|25.00\|5.80\|23.74\|25.49\|23.30\|83669;2026-06-12\|27.19\|8.76\|24.76\|27.50\|24.33\|128296;2026-06-15\|25.18\|-7.39\|26.78\|28.03\|25.00\|120537;2026-06-16\|25.18\|0.00\|24.79\|25.63\|23.73\|84536;2026-06-17\|27.70\|10.01\|24.90\|27.70\|24.90\|55461;2026-06-18\|25.56\|-7.73\|27.70\|28.00\|24.95\|129159;2026-06-22\|28.12\|10.02\|26.07\|28.12\|26.07\|59934;2026-06-23\|28.00\|-0.43\|28.00\|29.31\|27.11\|165020;2026-06-24\|29.18\|4.21\|27.90\|29.95\|27.90\|134536;2026-06-25\|26.98\|-7.54\|27.90\|28.01\|26.26\|114088;2026-06-26\|25.50\|-5.49\|26.72\|28.79\|25.02\|108291;2026-06-29\|27.07\|6.16\|25.35\|27.10\|25.35\|92025;2026-06-30\|28.79\|6.35\|26.95\|28.90\|26.95\|94975;2026-07-01\|27.56\|-4.27\|28.66\|28.71\|26.58\|77683;2026-07-02\|28.15\|2.14\|27.01\|28.45\|27.01\|62939;2026-07-03\|29.00\|3.02\|28.36\|29.17\|27.77\|78377;2026-07-06\|27.31\|-5.83\|28.00\|29.69\|27.30\|93540;2026-07-07\|27.04\|-0.99\|26.50\|27.50\|25.77\|75454;2026-07-08\|27.18\|0.52\|26.77\|27.95\|25.82\|61292;2026-07-09\|27.69\|1.88\|27.20\|28.35\|26.14\|80736;2026-07-10\|26.59\|-3.97\|27.69\|27.83\|25.61\|96201;2026-07-13\|25.05\|-5.79\|25.64\|26.23\|24.94\|61355;2026-07-14\|26.40\|5.39\|24.90\|26.71\|24.75\|73212;2026-07-15\|26.72\|1.21\|26.40\|27.62\|26.14\|60195;2026-07-16\|25.90\|-3.07\|26.45\|27.05\|25.79\|44748;2026-07-17\|24.98\|-3.55\|25.96\|26.29\|24.81\|58615;2026-07-20\|22.48\|-10.01\|24.64\|25.20\|22.48\|89142;2026-07-21\|23.18\|3.11\|22.48\|23.60\|20.93\|75612;2026-07-22\|23.02\|-0.69\|22.96\|23.42\|22.24\|56850;2026-07-23\|22.91\|-0.48\|22.50\|23.73\|22.50\|56507;2026-07-24\|25.20\|10.00\|22.91\|25.20\|22.32\|77707;2026-07-27\|25.93\|2.90\|25.07\|26.05\|23.35\|121181;2026-07-28\|25.23\|-2.70\|25.80\|26.10\|24.78\|70794;2026-07-29\|24.90\|-1.31\|25.22\|25.26\|24.15\|48696;2026-07-30\|23.59\|-5.26\|24.56\|24.78\|23.40\|52346;2026-07-31\|24.57\|4.15\|24.00\|24.85\|23.48\|56500;2026-08-03\|24.22\|-1.42\|24.77\|24.77\|23.74\|41758;2026-08-04\|25.95\|7.14\|24.27\|26.00\|24.27\|50980;2026-08-05\|26.96\|3.89\|26.21\|27.19\|25.71\|40834;2026-08-06\|28.65\|6.27\|27.02\|28.96\|26.54\|57695;2026-08-07\|28.53\|-0.42\|28.56\|29.27\|27.60\|61719;2026-08-10\|28.09\|-1.54\|28.50\|29.12\|27.86\|38136;2026-08-11\|27.73\|-1.28\|28.09\|28.44\|27.53\|36771;2026-08-12\|28.17\|1.59\|27.53\|28.48\|27.53\|28530;2026-08-13\|28.00\|-0.60\|28.17\|28.38\|27.78\|24357;2026-08-14\|27.17\|-2.96\|28.17\|28.20\|26.86\|37322;2026-08-17\|27.90\|2.69\|27.20\|27.99\|27.10\|34277;2026-08-18\|28.33\|1.54\|27.92\|28.45\|27.60\|32158;2026-08-19\|26.85\|-5.22\|28.25\|28.25\|26.85\|35264;2026-08-20\|27.07\|0.82\|27.64\|27.64\|26.80\|26172;2026-08-21\|27.77\|2.59\|27.10\|27.90\|26.40\|29542;2026-08-24\|27.76\|-0.04\|27.77\|28.59\|27.31\|34185;2026-08-25\|28.18\|1.51\|27.50\|28.45\|27.13\|33752;2026-08-26\|27.93\|-0.89\|28.18\|28.40\|27.44\|24325;2026-08-27\|28.78\|3.04\|27.71\|28.98\|27.66\|39759;2026-08-28\|29.16\|1.32\|28.50\|29.95\|28.30\|49510;2026-08-31\|30.45\|4.42\|29.05\|30.60\|28.51\|70335;2026-09-01\|31.44\|3.25\|30.34\|31.74\|30.34\|68776;2026-09-02\|32.45\|3.21\|31.37\|33.88\|31.10\|93225;2026-09-03\|34.45\|6.16\|32.46\|34.99\|32.46\|93716;2026-09-04\|35.82\|3.98\|34.45\|35.99\|34.21\|100978;2026-09-07\|35.39\|-1.20\|36.06\|36.06\|32.24\|129281;2026-09-08\|35.70\|0.88\|36.10\|37.18\|35.10\|118243;2026-09-09\|34.26\|-4.03\|35.19\|35.68\|33.95\|87922;2026-09-10\|31.43\|-8.26\|34.00\|34.16\|31.32\|91685;2026-09-11\|29.85\|-5.03\|31.37\|31.43\|29.70\|64828;2026-09-14\|29.46\|-1.31\|29.55\|30.20\|29.00\|41012
116108		特高压+沙特订单+黄金行业原因： 1、据证券日报网1月16日报道，国家电网有限公司宣布，“十五五”期间，国家电网固定资产投资将达到4万亿元，创历史新高，投资总额比“十四五”时期增长40%。 2、据证券时报网1月19日报道，中信证券指出，国家电网宣布“十五五”时期4万亿元固定资产投资计划，同比增长40%。国网的投资计划夯实总量基本盘，进一步明确特高压、柔性直流、数字化微网等重点领域。公司原因： 1、据2026年1月12日互动易，公司2025年先后中标国网甘肃-浙江、国网大同-天津南、蒙西—京津冀等特高压输电工程，在手订单饱满。 2、据2025年12月2日机构调研，公司中标沙特24亿美元超高压变压器及电抗器项目，执行期7年；2025年1-9月公司国际产品签约12.4亿美元，同比增长超80%。 3、据2025年9月27日公告，公司具备“高压电缆+附件+施工”一体化集成服务能力，输变电设备市场份额领先。 4、据2025年12月2日公告，公司黄金业务年产金金属量约3吨，位于塔国，由上市公司及大股东分别持股70%、30%运营。	我国输变电行业的龙头企业；公司具备生产大型核电站输变电设备的能力，核电站主变市场份额50%左右，曾为世界装机容量最大的台山2×175万kW核电厂提供变压器产品	2026-05-11\|27.98\|2.87\|27.32\|28.28\|27.32\|2534255;2026-05-12\|28.94\|3.43\|27.98\|29.29\|27.80\|3528509;2026-05-13\|29.13\|0.66\|28.96\|29.67\|28.54\|3607316;2026-05-14\|27.76\|-4.70\|29.13\|29.19\|27.75\|2533959;2026-05-15\|26.92\|-3.03\|27.70\|27.92\|26.81\|2001183;2026-05-18\|26.76\|-0.59\|26.63\|27.08\|26.50\|1252201;2026-05-19\|27.22\|1.72\|26.79\|27.37\|26.56\|1316986;2026-05-20\|26.69\|-1.95\|27.12\|27.12\|26.60\|1089141;2026-05-21\|25.91\|-2.92\|26.69\|26.79\|25.85\|1611905;2026-05-22\|26.02\|0.42\|25.90\|26.04\|25.77\|917016;2026-05-25\|26.56\|2.08\|26.44\|26.99\|26.31\|1287851;2026-05-26\|26.03\|-2.00\|26.30\|26.31\|25.87\|1153233;2026-05-27\|26.06\|0.12\|26.04\|26.59\|25.93\|1289128;2026-05-28\|25.91\|-0.58\|26.10\|26.27\|25.46\|1233981;2026-05-29\|25.35\|-2.16\|25.92\|26.00\|25.23\|1254376;2026-06-01\|26.46\|4.38\|25.66\|26.56\|25.65\|1884611;2026-06-02\|26.12\|-1.28\|26.49\|26.50\|25.71\|1263216;2026-06-03\|26.23\|0.42\|25.98\|26.44\|25.60\|1402722;2026-06-04\|25.65\|-2.21\|25.90\|25.99\|25.60\|1035318;2026-06-05\|25.71\|0.23\|25.62\|25.85\|25.21\|1162301;2026-06-08\|23.94\|-6.88\|25.18\|25.33\|23.67\|1746610;2026-06-09\|23.51\|-1.80\|24.00\|24.13\|22.96\|1576877;2026-06-10\|22.66\|-3.62\|23.09\|23.09\|22.43\|1422564;2026-06-11\|22.75\|0.40\|22.31\|22.94\|22.27\|1010533;2026-06-12\|23.03\|1.23\|22.92\|23.39\|22.70\|1362250;2026-06-15\|23.81\|3.39\|23.48\|23.96\|23.30\|1447673;2026-06-16\|24.11\|1.26\|23.90\|24.40\|23.60\|1517678;2026-06-17\|23.44\|-2.78\|24.11\|24.11\|23.27\|1387309;2026-06-18\|23.32\|-0.51\|23.21\|23.76\|23.09\|1191248;2026-06-22\|25.08\|7.55\|23.30\|25.16\|22.94\|2761961;2026-06-23\|23.75\|-5.30\|25.05\|25.05\|23.61\|1942952;2026-06-24\|23.44\|-1.31\|23.60\|23.82\|23.18\|1058082;2026-06-25\|23.20\|-1.02\|23.50\|23.53\|22.99\|1086177;2026-06-26\|22.45\|-3.23\|23.48\|23.63\|22.45\|1350798;2026-06-29\|22.57\|0.53\|22.29\|22.86\|21.98\|1176962;2026-06-30\|22.50\|-0.31\|22.30\|22.54\|22.04\|944145;2026-07-01\|22.26\|-1.07\|22.50\|22.59\|21.71\|1565970;2026-07-02\|21.83\|-1.93\|22.00\|22.38\|21.80\|1113350;2026-07-03\|22.01\|0.82\|21.83\|22.24\|21.79\|869889;2026-07-06\|21.35\|-1.39\|21.78\|21.98\|21.27\|827253;2026-07-07\|20.60\|-3.51\|21.35\|21.35\|20.59\|1001498;2026-07-08\|20.05\|-2.67\|20.60\|20.72\|20.03\|859820;2026-07-09\|20.04\|-0.05\|20.00\|20.08\|19.27\|1378718;2026-07-10\|20.06\|0.10\|20.06\|20.49\|19.91\|1141468;2026-07-13\|19.14\|-4.59\|20.07\|20.15\|19.13\|1101030;2026-07-14\|19.30\|0.84\|19.08\|19.30\|18.65\|1058862;2026-07-15\|19.12\|-0.93\|19.28\|19.47\|19.08\|726279;2026-07-16\|18.88\|-1.26\|19.07\|19.20\|18.81\|734013;2026-07-17\|18.66\|-1.17\|18.80\|19.42\|18.60\|1284729;2026-07-20\|19.20\|2.89\|18.66\|19.30\|18.66\|1384948;2026-07-21\|19.50\|1.56\|19.51\|19.52\|19.02\|1286556;2026-07-22\|19.78\|1.44\|19.45\|20.08\|19.29\|1247214;2026-07-23\|21.53\|8.85\|19.92\|21.70\|19.78\|2872557;2026-07-24\|20.39\|-5.29\|21.10\|21.10\|20.33\|2007605;2026-07-27\|20.65\|1.28\|20.49\|20.80\|20.21\|1195624;2026-07-28\|20.25\|-1.94\|20.36\|20.36\|20.01\|946539;2026-07-29\|20.65\|1.98\|20.25\|20.82\|20.12\|1136704;2026-07-30\|20.75\|0.48\|20.45\|20.81\|20.36\|887209;2026-07-31\|20.94\|0.92\|20.68\|21.04\|20.57\|1106194;2026-08-03\|21.38\|2.10\|20.98\|21.51\|20.93\|1275228;2026-08-04\|21.38\|0.00\|21.44\|21.56\|21.07\|1220433;2026-08-05\|21.64\|1.22\|21.29\|21.75\|21.11\|1513236;2026-08-06\|21.18\|-2.13\|21.65\|21.68\|21.11\|1064988;2026-08-07\|21.33\|0.71\|21.21\|21.36\|21.03\|893811;2026-08-10\|21.47\|0.66\|21.34\|21.80\|21.34\|1051968;2026-08-11\|21.38\|-0.42\|21.48\|21.61\|21.24\|728652;2026-08-12\|21.34\|-0.19\|21.35\|21.49\|21.26\|630382;2026-08-13\|21.01\|-1.55\|21.35\|21.43\|21.00\|916233;2026-08-14\|20.87\|-0.67\|20.98\|21.00\|20.65\|690222;2026-08-17\|21.14\|1.29\|20.95\|21.15\|20.66\|693559;2026-08-18\|20.77\|-1.75\|21.08\|21.19\|20.71\|601072;2026-08-19\|20.31\|-2.21\|20.65\|20.68\|20.16\|788417;2026-08-20\|20.05\|-1.28\|20.33\|20.52\|20.00\|557663;2026-08-21\|20.05\|0.00\|19.92\|20.11\|19.87\|444155;2026-08-24\|19.00\|-5.24\|19.49\|19.49\|18.81\|1415730;2026-08-25\|19.00\|0.00\|19.01\|19.17\|18.81\|549324;2026-08-26\|19.26\|1.37\|18.99\|19.30\|18.90\|570791;2026-08-27\|19.36\|0.52\|19.25\|19.38\|19.03\|623472;2026-08-28\|19.30\|-0.31\|19.25\|19.43\|19.21\|454203;2026-08-31\|19.13\|-0.88\|19.23\|19.23\|18.97\|484006;2026-09-01\|19.03\|-0.52\|19.14\|19.17\|19.00\|520299;2026-09-02\|18.78\|-1.31\|18.99\|18.99\|18.70\|511152;2026-09-03\|18.83\|0.27\|18.83\|18.97\|18.72\|362419;2026-09-04\|18.88\|0.27\|18.92\|19.14\|18.80\|685715;2026-09-07\|18.94\|0.32\|18.93\|19.06\|18.80\|478146;2026-09-08\|19.08\|0.74\|18.92\|19.10\|18.84\|502083;2026-09-09\|19.28\|1.05\|19.09\|19.29\|18.95\|693532;2026-09-10\|19.01\|-1.40\|19.14\|19.18\|18.95\|471109;2026-09-11\|18.72\|-1.53\|18.90\|18.92\|18.42\|698019;2026-09-14\|18.47\|-1.34\|18.60\|18.80\|18.45\|422474
116107		涨停揭秘：东方电子6月22日涨停，新型电力系统建设进入密集落地期，智能配用电与调度云化服务订单能见度提升。；涨停缘由：国内智能电网核心供应商，深度参与国网新一代调度平台及配网自动化升级；2026年Q1智能配电业务订单同比增长37%；虚拟电厂、源网荷储一体化项目加速招标。；资金逻辑：主力资金连续两日净流入，叠加电力设备板块整体走强，机构资金借势布局高确定性基建主线，成交活跃度显著提升。；风险提示：电网投资节奏存在季度性波动，下半年执行力度存观察窗口；毛利率受原材料价格影响承压；行业竞争加剧压缩中小项目利润空间。	国内智能电网领域的核心供应商；公司长期深耕智能配用电、电网调度及云化服务等领域	2026-05-11\|13.54\|0.74\|13.54\|13.79\|13.47\|351739;2026-05-12\|13.49\|-0.37\|13.50\|13.75\|13.32\|296578;2026-05-13\|13.85\|2.67\|13.39\|13.97\|13.37\|427440;2026-05-14\|13.30\|-3.97\|13.91\|14.01\|13.30\|388596;2026-05-15\|13.03\|-2.03\|13.38\|13.48\|12.97\|329978;2026-05-18\|13.68\|4.99\|13.05\|13.75\|13.03\|354353;2026-05-19\|14.12\|3.22\|13.56\|14.17\|13.48\|468750;2026-05-20\|13.98\|-0.99\|14.03\|14.18\|13.83\|348742;2026-05-21\|13.26\|-5.15\|14.05\|14.28\|13.25\|411520;2026-05-22\|13.74\|3.62\|13.31\|13.88\|13.20\|308974;2026-05-25\|14.48\|5.39\|13.90\|14.50\|13.90\|574905;2026-05-26\|14.33\|-1.04\|14.51\|14.51\|14.09\|376006;2026-05-27\|14.88\|3.84\|14.21\|15.15\|14.20\|678227;2026-05-28\|14.81\|-0.47\|14.80\|14.88\|14.50\|495487;2026-05-29\|13.99\|-5.54\|14.85\|14.88\|13.80\|573145;2026-06-01\|14.35\|2.57\|13.99\|14.45\|13.88\|431455;2026-06-02\|13.66\|-4.81\|14.21\|14.25\|13.52\|447326;2026-06-03\|13.49\|-1.24\|13.53\|13.70\|13.24\|304660;2026-06-04\|12.99\|-3.71\|13.36\|13.38\|12.92\|361206;2026-06-05\|12.85\|-1.08\|13.05\|13.16\|12.51\|304893;2026-06-08\|12.23\|-4.82\|12.46\|12.68\|12.11\|281623;2026-06-09\|12.23\|0.00\|12.38\|12.42\|12.00\|258625;2026-06-10\|11.92\|-2.53\|12.03\|12.11\|11.76\|234679;2026-06-11\|11.84\|-0.67\|11.78\|11.99\|11.65\|179061;2026-06-12\|12.30\|3.89\|12.01\|12.33\|11.89\|240467;2026-06-15\|12.43\|1.06\|12.40\|12.69\|12.23\|260703;2026-06-16\|12.42\|-0.08\|12.43\|12.58\|12.18\|261332;2026-06-17\|12.90\|3.86\|12.36\|13.25\|12.36\|353139;2026-06-18\|12.86\|-0.31\|12.89\|13.07\|12.56\|300545;2026-06-22\|14.15\|10.03\|12.96\|14.15\|12.87\|742331;2026-06-23\|14.05\|-0.71\|14.29\|14.58\|13.95\|735424;2026-06-24\|13.75\|-2.14\|14.01\|14.02\|13.47\|390514;2026-06-25\|13.20\|-4.00\|13.68\|13.84\|13.16\|316546;2026-06-26\|12.60\|-4.55\|13.34\|13.47\|12.60\|389348;2026-06-29\|12.56\|-0.32\|12.55\|12.72\|12.18\|318274;2026-06-30\|12.63\|0.56\|12.50\|12.67\|12.35\|232454;2026-07-01\|12.79\|1.27\|12.64\|13.10\|12.13\|464787;2026-07-02\|12.28\|-3.99\|12.50\|12.80\|12.25\|332851;2026-07-03\|12.36\|0.65\|12.27\|12.54\|12.25\|229125;2026-07-06\|12.37\|0.08\|12.42\|12.85\|12.25\|270196;2026-07-07\|11.92\|-3.64\|12.29\|12.35\|11.90\|251073;2026-07-08\|12.02\|1.26\|11.88\|12.09\|11.71\|167310;2026-07-09\|11.71\|-2.58\|11.96\|11.99\|11.50\|252653;2026-07-10\|12.06\|2.99\|11.74\|12.15\|11.66\|204897;2026-07-13\|12.11\|0.41\|11.98\|12.19\|11.71\|252541;2026-07-14\|11.92\|-1.57\|11.99\|12.10\|11.51\|242692;2026-07-15\|11.83\|-0.76\|11.83\|11.94\|11.71\|154279;2026-07-16\|11.70\|-1.10\|11.73\|11.83\|11.63\|134266;2026-07-17\|11.45\|-2.14\|11.69\|11.86\|11.36\|212619;2026-07-20\|11.64\|1.66\|11.40\|11.75\|11.38\|191444;2026-07-21\|11.85\|1.80\|11.65\|11.88\|11.65\|198930;2026-07-22\|11.54\|-2.62\|11.75\|11.75\|11.37\|210206;2026-07-23\|12.11\|4.94\|11.45\|12.16\|11.44\|282824;2026-07-24\|11.66\|-3.72\|12.00\|12.02\|11.54\|243399;2026-07-27\|11.78\|1.03\|11.57\|11.84\|11.51\|149998;2026-07-28\|11.60\|-1.53\|11.77\|11.79\|11.52\|130257;2026-07-29\|11.99\|3.36\|11.60\|12.10\|11.47\|286560;2026-07-30\|11.88\|-0.92\|11.89\|12.09\|11.83\|187343;2026-07-31\|11.98\|0.84\|11.97\|12.11\|11.89\|195378;2026-08-03\|12.34\|3.00\|12.03\|12.37\|12.03\|241554;2026-08-04\|12.56\|1.78\|12.63\|12.67\|12.33\|257787;2026-08-05\|12.52\|-0.32\|12.48\|12.60\|12.35\|246210;2026-08-06\|12.27\|-2.00\|12.43\|12.44\|12.18\|186682;2026-08-07\|12.19\|-0.65\|12.29\|12.30\|12.06\|148287;2026-08-10\|12.21\|0.16\|12.25\|12.28\|12.12\|124128;2026-08-11\|12.06\|-1.23\|12.19\|12.22\|12.03\|123699;2026-08-12\|11.95\|-0.91\|12.01\|12.10\|11.95\|155926;2026-08-13\|11.91\|-0.33\|11.98\|12.09\|11.87\|168166;2026-08-14\|11.88\|-0.25\|11.91\|11.94\|11.75\|117478;2026-08-17\|12.11\|1.94\|11.88\|12.17\|11.76\|147505;2026-08-18\|11.83\|-2.31\|12.11\|12.11\|11.70\|171855;2026-08-19\|11.58\|-2.11\|11.75\|11.82\|11.55\|145420;2026-08-20\|11.63\|0.43\|11.75\|11.88\|11.63\|122647;2026-08-21\|11.52\|-0.95\|11.63\|11.64\|11.45\|103308;2026-08-24\|11.48\|-0.35\|11.58\|11.60\|11.42\|87165;2026-08-25\|11.52\|0.35\|11.47\|11.56\|11.44\|84613;2026-08-26\|11.67\|1.30\|11.55\|11.69\|11.50\|94300;2026-08-27\|11.64\|-0.26\|11.66\|11.67\|11.48\|111170;2026-08-28\|11.53\|-0.94\|11.60\|11.62\|11.50\|99434;2026-08-31\|11.46\|-0.61\|11.52\|11.52\|11.37\|95315;2026-09-01\|11.48\|0.17\|11.45\|11.58\|11.40\|88732;2026-09-02\|11.22\|-2.26\|11.43\|11.46\|11.15\|136211;2026-09-03\|11.19\|-0.27\|11.21\|11.29\|11.16\|73055;2026-09-04\|11.17\|-0.18\|11.22\|11.32\|11.10\|105594;2026-09-07\|11.18\|0.09\|11.22\|11.22\|11.10\|72771;2026-09-08\|11.20\|0.18\|11.19\|11.25\|11.11\|73661;2026-09-09\|11.26\|0.54\|11.21\|11.30\|11.16\|87092;2026-09-10\|11.13\|-1.15\|11.24\|11.24\|11.10\|73693;2026-09-11\|10.79\|-3.05\|11.06\|11.06\|10.71\|129986;2026-09-14\|10.82\|0.28\|10.66\|10.89\|10.66\|54797
116106		风电+储能消防+一季报增长+股东户数减少 1、据2026年4月28日投资者关系活动记录表，公司2026年一季度实现营业收入4.39亿元，同比增长38.41%；归母净利润1.29亿元，同比增长30.74%，营收增长主要系行业需求较快速增长，相关项目施工进度快，产品发货及安装持续增长所致。 2、据2026年4月28日投资者关系活动记录表，公司产品主要应用于风力发电行业，在风力发电细分市场占有率第一，高空安全升降设备收入占总营收约70%。 3、据2026年4月15日投资者关系活动记录表及2025年年报，公司推出能源安全系统解决方案，涵盖储能消防等领域，已为西班牙及德国储能项目定制消防系统并完成国内交付。 4、据2026年7月1日互动易，截至2026年6月30日公司股东人数为21737人，较上期2026年6月18日减少8.24%。	公司是国内高空安全作业设备龙头，产品及服务主要应用于风力发电后市场维护等领域	2026-05-11\|46.00\|0.07\|46.15\|46.56\|45.60\|55414;2026-05-12\|44.79\|-2.63\|46.10\|46.26\|44.05\|72998;2026-05-13\|45.25\|1.03\|44.60\|45.86\|44.60\|55187;2026-05-14\|44.57\|-1.50\|45.30\|47.05\|44.56\|76465;2026-05-15\|43.63\|-2.11\|44.57\|45.09\|43.31\|57000;2026-05-18\|42.88\|-1.72\|43.13\|43.63\|42.50\|48226;2026-05-19\|43.33\|1.05\|42.89\|43.75\|42.53\|39513;2026-05-20\|43.16\|-0.39\|43.22\|43.22\|41.66\|46396;2026-05-21\|41.10\|-4.77\|43.00\|43.48\|40.88\|57344;2026-05-22\|41.45\|0.85\|41.20\|41.99\|40.63\|40943;2026-05-25\|41.36\|-0.22\|41.79\|42.40\|41.07\|45984;2026-05-26\|40.95\|-0.99\|41.30\|41.30\|40.20\|37874;2026-05-27\|40.00\|-2.32\|40.90\|41.10\|39.66\|36632;2026-05-28\|40.28\|0.70\|40.01\|40.29\|39.21\|29526;2026-05-29\|41.21\|2.31\|40.55\|43.30\|40.55\|92633;2026-06-01\|40.92\|-0.70\|41.99\|42.76\|40.68\|58030;2026-06-02\|40.30\|-0.59\|40.67\|41.55\|39.73\|48167;2026-06-03\|39.60\|-1.74\|40.04\|40.50\|39.13\|58742;2026-06-04\|39.04\|-1.41\|39.40\|39.63\|38.28\|46384;2026-06-05\|38.72\|-0.82\|39.10\|39.37\|38.31\|32442;2026-06-08\|37.73\|-2.56\|37.75\|38.88\|37.11\|46636;2026-06-09\|37.91\|0.48\|38.20\|39.20\|37.41\|34252;2026-06-10\|37.00\|-2.40\|37.63\|37.90\|36.42\|38593;2026-06-11\|36.20\|-2.16\|36.62\|36.91\|36.00\|27340;2026-06-12\|37.14\|2.60\|36.50\|38.66\|36.36\|40831;2026-06-15\|38.75\|4.33\|37.50\|38.75\|37.41\|51590;2026-06-16\|38.07\|-1.75\|38.68\|38.75\|37.87\|43408;2026-06-17\|37.08\|-2.60\|37.87\|37.99\|37.01\|38912;2026-06-18\|36.75\|-0.89\|37.49\|37.49\|36.50\|30301;2026-06-22\|40.43\|10.01\|36.49\|40.43\|35.10\|102334;2026-06-23\|42.84\|5.96\|40.43\|42.96\|39.67\|133631;2026-06-24\|43.55\|1.66\|42.84\|43.90\|41.70\|85742;2026-06-25\|42.50\|-2.41\|43.52\|44.16\|42.50\|62398;2026-06-26\|40.90\|-3.76\|42.49\|43.06\|40.80\|47471;2026-06-29\|40.00\|-2.20\|40.74\|40.96\|38.93\|49941;2026-06-30\|41.92\|4.80\|39.68\|42.75\|39.68\|55512;2026-07-01\|42.23\|0.74\|42.26\|43.19\|41.26\|47306;2026-07-02\|41.80\|-1.02\|41.80\|42.76\|41.42\|42466;2026-07-03\|45.98\|10.00\|43.01\|45.98\|43.01\|100913;2026-07-06\|47.39\|3.07\|45.53\|48.43\|44.80\|135351;2026-07-07\|46.13\|-2.66\|47.60\|48.51\|45.35\|85381;2026-07-08\|44.41\|-3.73\|46.14\|46.39\|43.85\|70028;2026-07-09\|44.40\|-0.02\|44.48\|44.86\|42.97\|47990;2026-07-10\|42.63\|-3.99\|44.01\|45.50\|42.55\|71996;2026-07-13\|39.40\|-7.58\|42.20\|44.00\|39.20\|82531;2026-07-14\|40.20\|2.03\|39.89\|40.50\|38.54\|56780;2026-07-15\|39.20\|-2.49\|40.55\|40.55\|38.88\|50725;2026-07-16\|38.30\|-2.30\|39.48\|39.48\|38.03\|33401;2026-07-17\|37.25\|-2.74\|38.30\|38.95\|37.05\|45117;2026-07-20\|37.95\|1.88\|37.65\|38.88\|37.01\|58879;2026-07-21\|38.09\|0.37\|38.27\|38.30\|36.91\|50659;2026-07-22\|38.91\|2.15\|38.80\|40.45\|37.83\|59705;2026-07-23\|39.79\|2.26\|38.99\|40.30\|38.10\|49727;2026-07-24\|37.54\|-5.65\|39.33\|39.95\|37.45\|54010;2026-07-27\|38.70\|3.09\|37.50\|38.73\|37.40\|27769;2026-07-28\|38.00\|-1.81\|38.16\|39.00\|37.76\|26753;2026-07-29\|39.90\|5.00\|38.00\|40.54\|37.72\|55778;2026-07-30\|39.53\|-0.93\|39.56\|40.94\|39.30\|43010;2026-07-31\|39.02\|-1.29\|39.65\|40.00\|38.72\|45418;2026-08-03\|38.92\|-0.26\|38.68\|39.94\|38.52\|39413;2026-08-04\|39.65\|1.88\|39.30\|39.74\|38.68\|33732;2026-08-05\|39.80\|0.38\|39.87\|40.12\|39.35\|40643;2026-08-06\|40.10\|0.75\|39.66\|40.38\|39.43\|40133;2026-08-07\|39.95\|-0.37\|40.20\|40.60\|39.71\|35618;2026-08-10\|39.75\|-0.50\|39.88\|40.15\|39.50\|39131;2026-08-11\|38.90\|-2.14\|39.72\|39.80\|38.81\|33915;2026-08-12\|39.10\|0.51\|38.72\|39.57\|38.66\|24653;2026-08-13\|38.23\|-2.23\|39.02\|39.34\|38.21\|30253;2026-08-14\|38.04\|-0.50\|38.19\|38.39\|37.40\|29570;2026-08-17\|38.81\|2.02\|38.00\|38.88\|37.23\|35493;2026-08-18\|38.77\|-0.10\|39.20\|39.33\|38.15\|23881;2026-08-19\|37.16\|-4.15\|38.40\|38.53\|37.02\|38371;2026-08-20\|37.08\|-0.22\|37.16\|37.66\|36.75\|31442;2026-08-21\|37.19\|0.30\|36.96\|37.31\|36.31\|21881;2026-08-24\|36.25\|-2.53\|36.92\|37.18\|36.00\|32727;2026-08-25\|37.52\|3.50\|36.30\|37.70\|36.10\|30283;2026-08-26\|33.88\|-9.70\|35.89\|35.90\|33.77\|142863;2026-08-27\|32.78\|-3.25\|33.86\|33.86\|32.07\|110699;2026-08-28\|32.82\|0.12\|32.50\|33.33\|32.33\|63137;2026-08-31\|32.57\|-0.76\|32.50\|32.67\|32.12\|41177;2026-09-01\|32.61\|0.12\|32.42\|32.94\|32.42\|43447;2026-09-02\|31.67\|-2.88\|32.40\|32.61\|31.67\|49623;2026-09-03\|31.70\|0.09\|31.67\|32.09\|31.55\|36454;2026-09-04\|31.19\|-1.61\|31.71\|31.91\|31.13\|49268;2026-09-07\|31.78\|1.89\|31.27\|31.79\|31.01\|42916;2026-09-08\|31.88\|0.31\|31.78\|32.18\|31.54\|28102;2026-09-09\|31.89\|0.03\|31.88\|32.05\|31.63\|22377;2026-09-10\|31.65\|-0.75\|31.60\|31.89\|31.40\|20892;2026-09-11\|31.28\|0.03\|31.11\|31.50\|30.69\|32589;2026-09-14\|31.70\|1.34\|31.15\|31.92\|31.13\|31807
116105		智能电表+国网中标+分红实施 1、据2026年5月8日公告，公司收到国家电网中标通知书，中标总金额约2.196亿元，约占2025年度营业收入的15.67%，预计将对未来经营业绩产生积极影响。 2、据公司2026年6月11日实施分红，向全体股东每10股派发现金红利2.00元含税，占2025年度净利润的46.78%。 3、据2025年年度报告，公司主营智慧计量、智慧物联、智慧配网、智慧能源四大板块，是国内电能仪表计量领域的领先企业之一，主要向国家电网、南方电网等销售智能电能表及用电信息采集系统。	公司拥有发明专利“一种基于区块链技术的智能电表防篡改方法”，可以通过及拿过计量数据周期性上传区块链存储，提高计量数据的可信度	2026-05-11\|18.79\|-0.53\|19.10\|19.12\|18.75\|46268;2026-05-12\|18.87\|0.43\|18.83\|19.04\|18.60\|46734;2026-05-13\|19.36\|2.60\|18.85\|19.69\|18.77\|68139;2026-05-14\|18.55\|-4.18\|19.79\|19.85\|18.53\|59939;2026-05-15\|18.37\|-0.97\|18.55\|18.75\|18.16\|40377;2026-05-18\|18.78\|2.23\|18.35\|18.79\|18.11\|29674;2026-05-19\|19.03\|1.33\|18.61\|19.06\|18.60\|40877;2026-05-20\|18.75\|-1.47\|19.13\|19.49\|18.50\|45159;2026-05-21\|17.95\|-4.27\|18.74\|19.06\|17.92\|46629;2026-05-22\|18.29\|1.89\|18.18\|18.45\|17.88\|32045;2026-05-25\|18.32\|0.16\|18.32\|18.70\|18.12\|27298;2026-05-26\|17.61\|-3.88\|18.29\|18.34\|17.37\|44414;2026-05-27\|17.31\|-1.70\|17.48\|17.79\|17.18\|35410;2026-05-28\|17.54\|1.33\|17.22\|17.66\|17.13\|34440;2026-05-29\|16.90\|-3.65\|17.54\|17.69\|16.84\|41431;2026-06-01\|17.18\|1.66\|16.99\|17.48\|16.89\|30557;2026-06-02\|16.52\|-3.84\|17.16\|17.29\|16.37\|37485;2026-06-03\|16.16\|-2.18\|16.59\|16.60\|15.99\|36569;2026-06-04\|15.96\|-1.24\|16.03\|16.18\|15.77\|30629;2026-06-05\|16.06\|0.63\|16.00\|16.33\|15.45\|38496;2026-06-08\|15.36\|-4.36\|15.90\|16.47\|15.15\|46198;2026-06-09\|15.45\|0.59\|15.67\|15.67\|15.27\|27096;2026-06-10\|15.14\|-2.01\|15.29\|15.48\|14.93\|33443;2026-06-11\|15.09\|-0.33\|14.99\|15.13\|14.73\|25528;2026-06-12\|15.16\|1.81\|15.04\|15.37\|15.02\|25267;2026-06-15\|15.56\|2.64\|15.28\|15.64\|15.28\|27832;2026-06-16\|15.64\|0.51\|15.50\|15.82\|15.23\|28478;2026-06-17\|15.24\|-2.56\|15.53\|15.58\|15.11\|29444;2026-06-18\|15.03\|-1.38\|15.33\|15.34\|14.98\|24086;2026-06-22\|18.04\|20.03\|14.99\|18.04\|14.88\|179244;2026-06-23\|17.41\|-3.49\|17.74\|18.53\|17.23\|161671;2026-06-24\|17.01\|-2.30\|17.25\|17.50\|16.60\|98811;2026-06-25\|16.95\|-0.35\|17.02\|17.73\|16.83\|85770;2026-06-26\|15.88\|-6.31\|16.81\|17.22\|15.74\|79868;2026-06-29\|16.24\|2.27\|15.66\|16.49\|15.13\|75331;2026-06-30\|16.58\|2.09\|16.26\|16.67\|16.00\|67856;2026-07-01\|16.87\|1.75\|16.46\|16.90\|15.95\|79032;2026-07-02\|16.25\|-3.68\|16.62\|16.95\|16.23\|59030;2026-07-03\|16.44\|1.17\|16.35\|16.48\|16.13\|45190;2026-07-06\|16.00\|-2.68\|16.51\|16.72\|15.94\|45260;2026-07-07\|15.47\|-3.31\|15.91\|16.04\|15.40\|32254;2026-07-08\|15.01\|-2.97\|15.56\|15.56\|15.01\|24834;2026-07-09\|15.10\|0.60\|15.01\|15.19\|14.27\|43924;2026-07-10\|15.23\|0.86\|15.15\|15.47\|14.75\|36487;2026-07-13\|14.33\|-5.91\|15.00\|15.10\|14.17\|36407;2026-07-14\|14.25\|-0.56\|14.19\|14.44\|13.93\|30964;2026-07-15\|14.08\|-1.19\|14.25\|14.29\|13.95\|28927;2026-07-16\|14.00\|-0.57\|13.87\|14.32\|13.83\|21695;2026-07-17\|13.60\|-2.86\|13.89\|14.15\|13.37\|37055;2026-07-20\|13.33\|-1.99\|13.54\|13.90\|12.98\|33068;2026-07-21\|13.55\|1.65\|13.48\|13.56\|12.61\|33169;2026-07-22\|13.35\|-1.48\|13.50\|13.64\|13.33\|24241;2026-07-23\|14.24\|6.67\|13.31\|14.26\|13.31\|47337;2026-07-24\|13.70\|-3.79\|13.95\|14.20\|13.70\|29325;2026-07-27\|14.15\|3.28\|13.62\|14.16\|13.57\|26597;2026-07-28\|14.04\|-0.78\|13.95\|14.14\|13.88\|20451;2026-07-29\|14.48\|3.13\|14.01\|14.49\|13.95\|29700;2026-07-30\|14.33\|-1.04\|14.51\|14.73\|14.28\|28643;2026-07-31\|14.64\|2.16\|14.55\|14.88\|14.52\|27212;2026-08-03\|15.20\|3.83\|14.60\|15.25\|14.60\|32031;2026-08-04\|15.31\|0.72\|15.19\|15.39\|15.05\|33261;2026-08-05\|15.35\|0.26\|15.31\|15.49\|15.21\|28941;2026-08-06\|15.12\|-1.50\|15.32\|15.40\|14.97\|28507;2026-08-07\|15.12\|0.00\|15.10\|15.20\|14.81\|22478;2026-08-10\|15.31\|1.26\|15.34\|15.39\|15.10\|19522;2026-08-11\|15.07\|-1.57\|15.20\|15.30\|14.99\|17984;2026-08-12\|15.07\|0.00\|15.10\|15.22\|15.02\|16841;2026-08-13\|14.95\|-0.80\|15.20\|15.30\|14.93\|23367;2026-08-14\|14.95\|0.00\|15.00\|15.11\|14.77\|17761;2026-08-17\|15.22\|1.81\|14.94\|15.28\|14.77\|19252;2026-08-18\|14.86\|-2.37\|15.29\|15.30\|14.75\|20937;2026-08-19\|14.17\|-4.64\|14.75\|14.75\|14.16\|31773;2026-08-20\|14.34\|1.20\|14.43\|14.50\|14.22\|17121;2026-08-21\|14.40\|0.42\|14.27\|14.45\|14.08\|14383;2026-08-24\|14.13\|-1.88\|14.40\|14.43\|13.98\|13684;2026-08-25\|14.08\|-0.35\|13.91\|14.23\|13.67\|21650;2026-08-26\|14.15\|0.50\|14.43\|14.60\|14.06\|21816;2026-08-27\|14.18\|0.21\|14.06\|14.23\|13.98\|16463;2026-08-28\|14.25\|0.49\|14.21\|14.34\|14.12\|16553;2026-08-31\|14.30\|0.35\|14.11\|14.32\|14.06\|17353;2026-09-01\|14.43\|0.91\|14.30\|14.50\|14.24\|19367;2026-09-02\|14.28\|-1.04\|14.38\|14.43\|14.12\|16444;2026-09-03\|14.16\|-0.84\|14.38\|14.52\|14.11\|15236;2026-09-04\|14.17\|0.07\|14.23\|14.54\|14.12\|22822;2026-09-07\|14.07\|-0.71\|14.40\|14.40\|14.03\|19390;2026-09-08\|13.99\|-0.57\|14.00\|14.13\|13.93\|16501;2026-09-09\|13.83\|-1.14\|13.93\|14.00\|13.78\|16100;2026-09-10\|13.63\|-1.45\|13.83\|13.83\|13.60\|11401;2026-09-11\|13.37\|-1.91\|13.54\|13.60\|13.28\|17016;2026-09-14\|13.23\|-1.05\|13.23\|13.52\|13.16\|19651
116104		虚拟电厂+业绩预增+电网设备行业原因： 1、据报道，北美电力变压器供应缺口达30%、配电变压器缺口6%，进口依赖度分别达80%和50%。 2、据中国证券报2月7日报道，全球AI数据中心建设潮带动变压器、燃气轮机等电源设备订单爆满，大型发电机组量价齐升，康明斯、卡特彼勒等外资品牌订单已排至2028年。公司原因： 1、据2025年1月27日公告，公司预计2025年净利润5.51–6.11亿元，同比增长106.8–129.1%，主因非经常性收益大幅增加。 2、据2025年10月30日机构调研，公司“用户侧系统集成平台”可向虚拟电厂运营商、负荷聚合商等提供数据增值服务，负荷可观、可测、可调、可控。 3、据2025年半年度报告，公司主营用电信息采集系统、智能用电云服务、电力柜三大业务，是国内少数具备主站—通信—终端整体解决方案的厂家，客户以国家电网、南方电网为主。	公司专注用电信息采集系统及设备研发，为国家电网、南方电网提供智能电表、用电信息采集终端等产品，参与多地智能电网用电信息采集项目建设，其系统和设备可实现电力用户用电数据的采集、处理和实时监控，助力智能电网用电侧的信息化、智能化管理	2026-05-11\|8.48\|0.00\|8.50\|8.54\|8.43\|176156;2026-05-12\|8.51\|0.35\|8.45\|8.59\|8.44\|217583;2026-05-13\|8.86\|4.11\|8.59\|8.88\|8.50\|497448;2026-05-14\|8.45\|-4.63\|8.87\|8.90\|8.45\|316220;2026-05-15\|8.23\|-2.60\|8.40\|8.49\|8.20\|217839;2026-05-18\|8.22\|-0.12\|8.16\|8.27\|8.12\|139129;2026-05-19\|8.42\|2.43\|8.22\|8.42\|8.14\|178602;2026-05-20\|8.18\|-2.85\|8.36\|8.36\|8.16\|153509;2026-05-21\|7.80\|-4.65\|8.18\|8.23\|7.80\|227641;2026-05-22\|7.91\|1.41\|7.86\|7.96\|7.77\|132718;2026-05-25\|8.04\|1.64\|7.93\|8.12\|7.93\|112737;2026-05-26\|7.80\|-2.99\|8.00\|8.01\|7.68\|167682;2026-05-27\|7.68\|-1.54\|7.75\|7.87\|7.64\|130596;2026-05-28\|7.82\|1.82\|7.68\|7.84\|7.66\|147780;2026-05-29\|7.53\|-3.71\|7.82\|7.83\|7.48\|190361;2026-06-01\|7.61\|1.06\|7.53\|7.70\|7.48\|146924;2026-06-02\|7.42\|-2.50\|7.64\|7.64\|7.31\|156304;2026-06-03\|7.32\|-1.35\|7.42\|7.45\|7.27\|134169;2026-06-04\|7.13\|-2.60\|7.30\|7.32\|7.10\|150530;2026-06-05\|7.14\|0.14\|7.12\|7.26\|7.00\|155438;2026-06-08\|6.85\|-4.06\|7.03\|7.13\|6.77\|155958;2026-06-09\|6.87\|0.29\|6.90\|6.94\|6.80\|116918;2026-06-10\|6.66\|-3.06\|6.85\|6.85\|6.54\|171494;2026-06-11\|6.53\|-1.95\|6.62\|6.68\|6.48\|112103;2026-06-12\|6.65\|1.84\|6.67\|6.73\|6.54\|148912;2026-06-15\|6.95\|4.51\|6.70\|7.02\|6.70\|204659;2026-06-16\|7.01\|0.86\|6.95\|7.08\|6.84\|185323;2026-06-17\|6.81\|-2.85\|7.00\|7.00\|6.77\|151662;2026-06-18\|6.70\|-1.62\|6.75\|6.82\|6.67\|119043;2026-06-22\|7.37\|10.00\|6.71\|7.37\|6.67\|202886;2026-06-23\|7.66\|3.93\|7.38\|7.87\|7.31\|658296;2026-06-24\|7.44\|-2.87\|7.50\|7.50\|7.33\|312005;2026-06-25\|7.65\|2.82\|7.53\|7.69\|7.32\|372288;2026-06-26\|7.81\|2.09\|7.55\|7.82\|7.47\|392271;2026-06-29\|7.46\|-4.48\|7.75\|7.77\|7.28\|303152;2026-06-30\|7.28\|-2.41\|7.40\|7.47\|7.17\|246959;2026-07-01\|7.37\|1.24\|7.24\|7.40\|7.14\|215760;2026-07-02\|7.39\|0.27\|7.30\|7.60\|7.14\|230553;2026-07-03\|7.26\|-1.76\|7.37\|7.38\|7.21\|175423;2026-07-06\|6.91\|-4.82\|7.29\|7.32\|6.91\|199757;2026-07-07\|6.67\|-3.47\|6.90\|6.91\|6.65\|127895;2026-07-08\|7.34\|10.04\|7.34\|7.34\|7.19\|290885;2026-07-09\|7.88\|7.36\|7.27\|8.00\|7.20\|747587;2026-07-10\|7.69\|-2.41\|7.73\|7.84\|7.52\|483789;2026-07-13\|8.17\|6.24\|7.61\|8.26\|7.58\|669050;2026-07-14\|8.64\|5.75\|8.02\|8.70\|7.86\|729217;2026-07-15\|8.52\|-1.39\|8.48\|8.64\|8.16\|601832;2026-07-16\|7.80\|-8.45\|8.30\|8.45\|7.67\|587073;2026-07-17\|8.02\|2.82\|7.71\|8.17\|7.65\|467634;2026-07-20\|7.49\|-6.61\|7.96\|8.16\|7.30\|428340;2026-07-21\|7.69\|2.67\|7.41\|7.69\|7.15\|338736;2026-07-22\|7.47\|-2.86\|7.62\|7.68\|7.36\|288172;2026-07-23\|8.22\|10.04\|7.38\|8.22\|7.38\|469345;2026-07-24\|8.15\|-0.85\|8.22\|8.60\|8.13\|787391;2026-07-27\|8.45\|3.68\|8.17\|8.45\|8.02\|544952;2026-07-28\|8.25\|-2.37\|8.25\|8.34\|8.18\|353067;2026-07-29\|8.53\|3.39\|8.25\|8.56\|8.09\|463658;2026-07-30\|8.30\|-2.70\|8.37\|8.54\|8.22\|374079;2026-07-31\|8.28\|-0.24\|8.37\|8.40\|8.22\|293092;2026-08-03\|8.80\|6.28\|8.30\|8.85\|8.27\|588642;2026-08-04\|8.81\|0.11\|8.66\|9.08\|8.61\|721268;2026-08-05\|8.98\|1.93\|8.75\|9.04\|8.65\|559999;2026-08-06\|8.56\|-4.68\|8.83\|8.85\|8.51\|498415;2026-08-07\|8.60\|0.47\|8.51\|8.61\|8.35\|350510;2026-08-10\|8.64\|0.47\|8.52\|8.66\|8.51\|242263;2026-08-11\|8.34\|-3.47\|8.64\|8.64\|8.33\|265706;2026-08-12\|8.46\|1.44\|8.33\|8.46\|8.31\|177830;2026-08-13\|8.39\|-0.83\|8.46\|8.64\|8.38\|241987;2026-08-14\|8.43\|0.48\|8.45\|8.50\|8.21\|229670;2026-08-17\|8.62\|2.25\|8.43\|8.65\|8.25\|278136;2026-08-18\|8.35\|-3.13\|8.54\|8.62\|8.27\|330143;2026-08-19\|7.82\|-6.35\|8.23\|8.23\|7.80\|298426;2026-08-20\|7.93\|1.41\|7.93\|7.99\|7.86\|148096;2026-08-21\|7.97\|0.50\|7.86\|7.97\|7.75\|117979;2026-08-24\|7.82\|-1.88\|7.97\|7.97\|7.72\|128726;2026-08-25\|7.92\|1.28\|7.78\|7.95\|7.72\|105639;2026-08-26\|8.01\|1.14\|7.95\|8.06\|7.88\|124206;2026-08-27\|8.03\|0.25\|7.97\|8.04\|7.87\|128161;2026-08-28\|7.95\|-1.00\|7.97\|8.02\|7.94\|106483;2026-08-31\|8.00\|0.63\|7.93\|8.02\|7.87\|106812;2026-09-01\|8.03\|0.38\|7.98\|8.08\|7.95\|117855;2026-09-02\|7.95\|-1.00\|8.00\|8.02\|7.88\|111573;2026-09-03\|7.98\|0.38\|8.01\|8.09\|7.91\|115074;2026-09-04\|7.93\|-0.63\|8.00\|8.09\|7.89\|149291;2026-09-07\|7.73\|-2.52\|7.93\|7.98\|7.71\|212075;2026-09-08\|7.77\|0.52\|7.75\|7.80\|7.70\|115130;2026-09-09\|7.77\|0.00\|7.75\|7.78\|7.71\|97613;2026-09-10\|7.60\|-2.19\|7.76\|7.76\|7.59\|117637;2026-09-11\|7.54\|-0.79\|7.55\|7.58\|7.42\|120707;2026-09-14\|7.55\|0.13\|7.52\|7.63\|7.49\|64188
116103		特高压中标+输配电设备+央企行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月13日公告，公司下属6家子公司中标国家电网2026年特高压项目第二次设备招标，中标变压器、组合电器等产品，总中标金额18.9876亿元，占2025年营收约8%。 2、据2026年4月11日年报，公司是我国产品种类最全、成套能力最强的高压、超高压、特高压交直流输变电产品研发生产制造基地，特高压新建项目稳居行业第一。 3、据2026年4月11日年报，公司最终控制人为国务院国资委，是国内输配电一次设备成套能力最强的央企，产品覆盖全电压等级。	公司作为国内输配电装备龙头，聚焦特高压与智能化输配电成套装备，研发智能变压器、数字化开关等产品，拥有高压开关专家远程诊断系统等软件著作权	2026-05-11\|18.10\|5.29\|17.20\|18.34\|17.20\|3188643;2026-05-12\|19.20\|6.08\|18.10\|19.41\|17.77\|4524247;2026-05-13\|19.02\|-0.94\|19.31\|19.89\|18.72\|4570786;2026-05-14\|17.61\|-7.41\|18.80\|18.94\|17.60\|3542213;2026-05-15\|17.14\|-2.67\|17.55\|17.73\|16.83\|2382969;2026-05-18\|17.12\|-0.12\|16.96\|17.29\|16.88\|1395190;2026-05-19\|17.60\|2.80\|17.26\|17.69\|16.88\|1916505;2026-05-20\|17.08\|-2.95\|17.50\|17.58\|17.00\|1475884;2026-05-21\|16.12\|-5.62\|17.01\|17.01\|16.10\|2443883;2026-05-22\|16.25\|0.81\|16.05\|16.35\|15.90\|1117104;2026-05-25\|16.65\|2.46\|16.55\|17.02\|16.50\|1456989;2026-05-26\|16.18\|-2.82\|16.50\|16.51\|16.02\|1209857;2026-05-27\|16.58\|2.47\|16.17\|16.87\|16.03\|1835278;2026-05-28\|16.55\|-0.18\|16.61\|16.83\|16.22\|1270248;2026-05-29\|16.57\|0.12\|16.39\|16.64\|16.09\|1344519;2026-06-01\|17.00\|2.60\|16.30\|17.27\|16.20\|1836475;2026-06-02\|16.54\|-2.71\|17.01\|17.01\|16.26\|1347644;2026-06-03\|16.42\|-0.73\|16.35\|16.60\|16.15\|1217879;2026-06-04\|15.61\|-4.93\|16.20\|16.32\|15.61\|1814631;2026-06-05\|15.03\|-3.72\|15.50\|15.53\|15.00\|1587171;2026-06-08\|14.01\|-6.79\|14.40\|14.69\|13.89\|1534277;2026-06-09\|14.29\|2.00\|14.25\|14.30\|13.99\|1050040;2026-06-10\|13.64\|-4.55\|14.03\|14.09\|13.53\|1392055;2026-06-11\|13.46\|-1.32\|13.50\|13.69\|13.38\|894864;2026-06-12\|13.47\|0.07\|13.71\|13.79\|13.38\|1230387;2026-06-15\|14.82\|10.02\|14.00\|14.82\|14.00\|1877950;2026-06-16\|16.30\|9.99\|15.51\|16.30\|15.39\|2317980;2026-06-17\|15.79\|-3.13\|16.42\|16.58\|15.61\|3475128;2026-06-18\|15.26\|-3.36\|15.68\|15.69\|15.10\|2379121;2026-06-22\|16.79\|10.03\|15.32\|16.79\|15.24\|2592730;2026-06-23\|16.19\|-3.57\|16.50\|17.00\|15.95\|3065910;2026-06-24\|16.26\|0.43\|15.88\|16.40\|15.81\|1760896;2026-06-25\|16.09\|-0.74\|16.16\|16.40\|15.73\|1428016;2026-06-26\|14.88\|-7.52\|16.40\|16.50\|14.88\|2469964;2026-06-29\|15.00\|0.81\|14.83\|15.48\|14.59\|1637449;2026-06-30\|14.92\|-0.53\|14.82\|15.06\|14.51\|1199233;2026-07-01\|14.50\|-2.81\|14.92\|14.93\|14.30\|1614559;2026-07-02\|14.06\|-3.03\|14.26\|14.60\|14.01\|1224935;2026-07-03\|14.29\|1.64\|14.06\|14.54\|14.00\|1061861;2026-07-06\|14.02\|-1.89\|14.42\|14.57\|14.00\|1039551;2026-07-07\|13.58\|-3.14\|14.13\|14.18\|13.51\|918213;2026-07-08\|13.27\|-2.28\|13.54\|13.63\|13.22\|847067;2026-07-09\|13.31\|0.30\|13.25\|13.35\|12.61\|1335212;2026-07-10\|13.42\|0.83\|13.32\|13.74\|13.12\|1237138;2026-07-13\|12.39\|-7.68\|13.27\|13.27\|12.38\|1349726;2026-07-14\|12.44\|0.40\|12.37\|12.47\|11.96\|1109724;2026-07-15\|12.09\|-2.81\|12.56\|12.56\|12.03\|920195;2026-07-16\|11.70\|-3.23\|12.00\|12.11\|11.65\|1076872;2026-07-17\|11.64\|-0.51\|11.64\|12.25\|11.49\|1519731;2026-07-20\|12.33\|5.93\|11.75\|12.40\|11.68\|2011185;2026-07-21\|12.35\|0.16\|12.36\|12.37\|11.75\|1892269;2026-07-22\|12.41\|0.49\|12.20\|12.72\|12.08\|1507850;2026-07-23\|13.65\|9.99\|12.70\|13.65\|12.65\|1828708;2026-07-24\|13.55\|-0.73\|14.01\|14.48\|13.53\|3691072;2026-07-27\|14.09\|3.99\|13.32\|14.20\|13.17\|2818102;2026-07-28\|13.44\|-4.61\|13.77\|13.78\|13.30\|2071605;2026-07-29\|13.67\|1.71\|13.24\|13.88\|12.82\|2142074;2026-07-30\|13.12\|-4.02\|13.41\|13.65\|13.11\|1688888;2026-07-31\|13.34\|1.68\|13.30\|13.54\|13.20\|1446676;2026-08-03\|13.91\|4.27\|13.56\|14.16\|13.56\|2275188;2026-08-04\|14.37\|3.31\|14.10\|14.57\|13.68\|2864042;2026-08-05\|14.41\|0.28\|14.13\|14.55\|14.02\|2557695;2026-08-06\|14.03\|-2.64\|14.30\|14.30\|13.93\|1872549;2026-08-07\|14.07\|0.29\|13.92\|14.10\|13.81\|1347206;2026-08-10\|14.07\|0.00\|14.15\|14.50\|14.00\|1670735;2026-08-11\|13.80\|-1.92\|13.85\|14.05\|13.80\|1151093;2026-08-12\|13.79\|-0.07\|13.84\|13.87\|13.67\|914322;2026-08-13\|13.85\|0.44\|13.79\|14.07\|13.68\|1453893;2026-08-14\|13.51\|-2.45\|13.81\|13.83\|13.40\|1218526;2026-08-17\|13.95\|3.26\|13.50\|14.16\|13.30\|1583413;2026-08-18\|13.62\|-2.37\|13.80\|14.06\|13.50\|1235376;2026-08-19\|13.00\|-4.55\|13.44\|13.45\|13.00\|1058667;2026-08-20\|12.81\|-1.46\|13.18\|13.24\|12.75\|858073;2026-08-21\|12.88\|0.55\|12.72\|12.95\|12.64\|567419;2026-08-24\|12.73\|-1.16\|12.89\|12.90\|12.56\|624772;2026-08-25\|12.82\|0.71\|12.72\|12.85\|12.57\|520029;2026-08-26\|12.98\|1.25\|12.80\|13.04\|12.77\|644088;2026-08-27\|12.98\|0.00\|12.88\|12.98\|12.72\|743353;2026-08-28\|12.74\|-1.85\|12.88\|12.91\|12.73\|729075;2026-08-31\|12.66\|-0.63\|12.60\|12.68\|12.42\|713995;2026-09-01\|12.72\|0.47\|12.66\|12.77\|12.63\|503572;2026-09-02\|12.49\|-1.81\|12.61\|12.68\|12.42\|553748;2026-09-03\|12.47\|-0.16\|12.56\|12.72\|12.40\|518800;2026-09-04\|12.60\|1.04\|12.51\|12.84\|12.51\|1063220;2026-09-07\|12.51\|-0.71\|12.64\|12.67\|12.45\|566924;2026-09-08\|12.42\|-0.72\|12.51\|12.52\|12.37\|541426;2026-09-09\|12.56\|1.13\|12.42\|12.60\|12.36\|679041;2026-09-10\|12.49\|-0.56\|12.50\|12.55\|12.36\|493495;2026-09-11\|12.31\|-1.44\|12.49\|12.49\|12.10\|677535;2026-09-14\|12.23\|-0.65\|12.23\|12.48\|12.20\|453699
116102	央视财经：AI智能体市场或迎爆发式增长	精品品牌收购+AI应用+一季报扭亏 1、据2026年6月13日公告，公司全资子公司易佰网络拟以1.2亿元增资深圳比逊河，获其60%股权，旨在推动精品业务向专业化、品牌化与垂直化升级，并依托HOMLA等品牌矩阵强化高端运动品类布局。 2、据2025年年报及2026年5月18日投资者关系活动记录表，公司依托“易智万象”大模型与AI Agent基座，在视觉内容生成、选品决策、供应链管理等核心场景落地AI应用，视觉内容生产效率提升超95%，选品决策效率提升80%。 3、据2026年4月25日年报，公司2026年一季度归母净利润7154.33万元，同比扭亏为盈，主要得益于库存结构优化及成本费用管控卓有成效；精品业务2025年同比增长49.96%，聚焦宠物用品、家具家居等高成长赛道。	公司依托“易智万象”大模型与AI Agent基座，在视觉内容生成、客户服务、选品决策等核心环节落地AI应用，视觉内容生产效率提升超95%，选品决策效率提升80%	2026-05-11\|14.78\|1.86\|14.57\|14.87\|14.27\|143062;2026-05-12\|14.78\|0.00\|14.78\|14.87\|14.55\|123844;2026-05-13\|14.97\|1.29\|14.90\|15.30\|14.72\|130820;2026-05-14\|14.62\|-2.34\|14.97\|16.30\|14.62\|119874;2026-05-15\|14.39\|-1.57\|14.66\|14.75\|14.28\|107711;2026-05-18\|13.29\|-7.64\|14.28\|14.36\|13.22\|169092;2026-05-19\|13.41\|0.90\|13.31\|13.55\|13.01\|99682;2026-05-20\|13.61\|1.49\|13.30\|13.75\|13.01\|149668;2026-05-21\|12.74\|-6.39\|13.80\|13.97\|12.65\|118117;2026-05-22\|13.08\|2.67\|12.74\|13.20\|12.54\|87428;2026-05-25\|12.67\|-3.13\|13.11\|13.24\|12.58\|121243;2026-05-26\|12.16\|-4.03\|12.60\|12.72\|11.94\|88911;2026-05-27\|12.03\|-1.07\|12.15\|12.36\|11.98\|86847;2026-05-28\|12.13\|0.83\|12.00\|12.35\|11.87\|60613;2026-05-29\|12.24\|0.91\|12.10\|12.75\|12.05\|106421;2026-06-01\|12.30\|0.49\|12.27\|12.57\|11.97\|122729;2026-06-02\|11.99\|-2.52\|12.26\|12.31\|11.93\|91773;2026-06-03\|11.60\|-3.25\|11.85\|11.95\|11.53\|103060;2026-06-04\|11.32\|-2.41\|11.49\|11.60\|11.26\|67358;2026-06-05\|11.40\|0.71\|11.32\|11.53\|11.18\|60524;2026-06-08\|11.13\|-2.37\|11.11\|11.45\|11.00\|82794;2026-06-09\|12.67\|13.84\|11.21\|12.75\|11.20\|187402;2026-06-10\|12.26\|-3.24\|12.55\|13.20\|12.08\|154460;2026-06-11\|13.08\|6.69\|12.16\|13.19\|12.10\|169952;2026-06-12\|13.32\|1.83\|12.98\|13.34\|12.80\|175684;2026-06-15\|12.87\|-3.38\|13.21\|13.43\|12.76\|175712;2026-06-16\|12.58\|-2.25\|12.80\|13.04\|12.53\|124938;2026-06-17\|12.60\|0.16\|12.55\|12.67\|12.24\|116755;2026-06-18\|12.16\|-3.49\|12.51\|12.54\|12.09\|125580;2026-06-22\|14.09\|15.87\|11.40\|14.59\|11.30\|506693;2026-06-23\|15.08\|7.03\|14.66\|15.29\|14.30\|486731;2026-06-24\|15.46\|2.52\|14.80\|15.69\|14.69\|320862;2026-06-25\|14.99\|-3.04\|15.33\|15.85\|14.69\|247579;2026-06-26\|16.93\|12.94\|14.86\|17.20\|14.70\|297912;2026-06-29\|17.61\|4.02\|16.95\|18.99\|16.65\|318497;2026-06-30\|17.70\|0.51\|17.50\|18.23\|17.23\|216126;2026-07-01\|18.47\|4.35\|17.42\|18.58\|16.68\|291169;2026-07-02\|18.05\|-2.27\|18.45\|18.94\|17.61\|231866;2026-07-03\|18.25\|1.11\|17.80\|18.48\|17.66\|164577;2026-07-06\|18.86\|3.34\|18.16\|19.30\|18.02\|200285;2026-07-07\|18.25\|-3.23\|18.72\|18.99\|18.07\|118851;2026-07-08\|17.50\|-4.11\|18.40\|18.69\|17.40\|182190;2026-07-09\|18.49\|7.19\|17.38\|18.95\|17.24\|226716;2026-07-10\|18.74\|1.35\|18.31\|19.18\|18.20\|190708;2026-07-13\|17.47\|-6.78\|18.86\|19.59\|17.34\|186943;2026-07-14\|19.02\|8.87\|17.17\|19.05\|16.76\|219267;2026-07-15\|18.30\|-3.79\|19.02\|19.08\|18.06\|217147;2026-07-16\|17.29\|-5.52\|16.78\|18.11\|16.78\|156226;2026-07-17\|17.02\|-1.56\|17.00\|18.06\|17.00\|179789;2026-07-20\|15.56\|-8.58\|17.40\|17.63\|14.80\|244775;2026-07-21\|16.09\|3.41\|15.64\|16.49\|14.97\|254630;2026-07-22\|16.30\|1.31\|16.07\|16.69\|15.60\|152186;2026-07-23\|16.40\|0.61\|16.19\|16.58\|16.04\|85304;2026-07-24\|16.71\|1.89\|16.24\|17.06\|16.05\|118760;2026-07-27\|18.78\|12.39\|17.14\|19.03\|16.46\|250791;2026-07-28\|15.03\|-19.97\|19.00\|19.00\|15.02\|503133;2026-07-29\|13.00\|-13.51\|14.34\|14.34\|12.81\|429038;2026-07-30\|12.24\|-5.85\|12.80\|13.25\|12.19\|312983;2026-07-31\|12.94\|5.72\|12.55\|13.29\|12.55\|287833;2026-08-03\|12.67\|-2.09\|12.84\|13.07\|12.48\|206726;2026-08-04\|15.20\|19.97\|12.75\|15.20\|12.71\|328481;2026-08-05\|16.69\|9.80\|14.60\|16.94\|14.60\|425674;2026-08-06\|16.99\|1.80\|16.37\|17.48\|16.21\|298534;2026-08-07\|17.15\|0.94\|16.88\|17.31\|16.02\|306819;2026-08-10\|16.56\|-3.44\|17.45\|17.55\|16.35\|167341;2026-08-11\|16.70\|0.85\|16.50\|16.99\|15.90\|183117;2026-08-12\|16.55\|-0.90\|16.64\|17.50\|15.86\|286433;2026-08-13\|16.04\|-3.08\|16.89\|16.92\|16.00\|181759;2026-08-14\|15.74\|-1.87\|16.07\|16.24\|15.43\|148424;2026-08-17\|16.60\|5.46\|15.79\|16.64\|15.41\|175995;2026-08-18\|16.53\|-0.42\|16.45\|16.81\|16.20\|148000;2026-08-19\|15.22\|-7.92\|16.20\|16.30\|15.12\|124036;2026-08-20\|14.81\|-2.69\|15.30\|15.59\|14.70\|115844;2026-08-21\|14.91\|0.68\|14.62\|15.06\|14.41\|92818;2026-08-24\|14.70\|-1.41\|14.86\|15.12\|14.33\|90492;2026-08-25\|14.81\|0.75\|14.56\|14.92\|14.21\|91471;2026-08-26\|14.86\|0.34\|14.70\|14.95\|14.48\|100303;2026-08-27\|15.55\|4.64\|14.78\|15.68\|14.75\|143718;2026-08-28\|15.51\|-0.26\|15.47\|15.93\|15.30\|111636;2026-08-31\|16.89\|8.90\|15.31\|16.96\|15.21\|182149;2026-09-01\|16.67\|-1.30\|16.87\|17.06\|16.61\|136602;2026-09-02\|16.64\|-0.18\|16.47\|16.92\|16.36\|114672;2026-09-03\|16.80\|0.96\|16.66\|16.92\|16.57\|84432;2026-09-04\|16.70\|-0.60\|17.13\|17.19\|16.52\|99910;2026-09-07\|17.36\|3.95\|16.60\|17.39\|16.60\|112942;2026-09-08\|18.00\|3.69\|17.35\|18.50\|17.17\|153002;2026-09-09\|18.43\|2.39\|18.18\|18.97\|17.90\|115212;2026-09-10\|18.81\|2.06\|18.80\|19.15\|18.21\|109281;2026-09-11\|18.45\|-1.91\|18.62\|18.80\|17.91\|113525;2026-09-14\|19.78\|7.21\|18.45\|19.81\|18.22\|196086
116101	央视财经：AI智能体市场或迎爆发式增长	AI短剧+字节概念+海外扩张行业原因：据证券时报，受Okta和Snowflake强劲业绩的推动，美股软件股上周大幅飙升，这表明一些公司抵御人工智能颠覆的能力超出了华尔街的预期。推动本轮反弹的核心逻辑在于，华尔街开始重新审视软件行业，尤其是与人工智能深度绑定的企业。公司原因： 1、据2026年4月30日一季报，公司战略重心全面转向AI短剧，以泡漫平台为载体，依托“AI+IP”双轮驱动，形成“IP+工具+分发”三位一体的AI短剧爆款孵化模式，《冰美式没有回头客》等多部AI短剧热播。 2、据2026年5月21日互动易，公司与字节在版权、内容生产、广告商业化等多方面开展深度合作，字节旗下量子跃动为公司持股5%以上股东。 3、据2026年4月25日年报，公司已将AI短剧工业化生产模式复制至海外市场，《After Switching Husbands》等多部海外AI短剧上线表现亮眼，新增葡萄牙语、西班牙语等多语言版本支持，海外业务拓展成效显著。	字节跳动参股，数字阅读行业龙头，已经搭建起专业的短剧生产运营体系；公司持续推进AI大模型在数字阅读及短剧中的深度融合，已上线《焚星决》等AI漫剧，并推出“AI讲书电台”等创新功能	2026-05-11\|27.12\|1.92\|26.62\|27.83\|26.06\|354844;2026-05-12\|26.30\|-3.02\|26.95\|26.95\|26.19\|203555;2026-05-13\|26.37\|0.27\|26.18\|26.60\|25.79\|182846;2026-05-14\|24.55\|-6.90\|26.59\|26.87\|24.52\|293091;2026-05-15\|24.86\|1.26\|24.63\|25.55\|24.63\|225616;2026-05-18\|25.34\|1.93\|24.50\|25.60\|24.48\|176909;2026-05-19\|27.29\|7.70\|25.33\|27.56\|25.03\|370581;2026-05-20\|26.75\|-1.98\|26.55\|27.72\|26.55\|267277;2026-05-21\|25.61\|-4.26\|26.51\|27.28\|25.50\|204415;2026-05-22\|25.10\|-1.99\|25.61\|25.83\|24.95\|160952;2026-05-25\|24.67\|-1.71\|25.36\|26.10\|24.29\|197606;2026-05-26\|23.50\|-4.74\|24.41\|24.49\|23.00\|217787;2026-05-27\|25.85\|10.00\|25.85\|25.85\|25.44\|238219;2026-05-28\|24.73\|-4.33\|25.28\|25.78\|24.40\|366759;2026-05-29\|24.04\|-2.79\|25.03\|25.14\|23.92\|268056;2026-06-01\|26.44\|9.98\|24.24\|26.44\|24.21\|225914;2026-06-02\|26.25\|-0.72\|26.48\|26.88\|25.49\|435843;2026-06-03\|25.23\|-3.89\|25.81\|26.12\|24.94\|311636;2026-06-04\|24.11\|-4.44\|24.95\|24.95\|23.80\|289838;2026-06-05\|23.77\|-1.41\|24.41\|24.63\|23.05\|261582;2026-06-08\|21.97\|-7.57\|22.71\|23.22\|21.81\|266170;2026-06-09\|21.45\|-2.37\|22.10\|22.37\|21.11\|221679;2026-06-10\|20.75\|-3.26\|21.07\|21.86\|20.54\|215996;2026-06-11\|19.95\|-3.86\|20.54\|20.62\|19.84\|199947;2026-06-12\|19.97\|0.10\|20.19\|20.53\|19.85\|163578;2026-06-15\|20.67\|3.51\|20.15\|20.69\|20.11\|166729;2026-06-16\|20.59\|-0.39\|20.75\|20.86\|20.09\|134850;2026-06-17\|20.09\|-2.43\|20.50\|20.60\|19.97\|135048;2026-06-18\|20.84\|3.73\|19.95\|21.19\|19.70\|216505;2026-06-22\|22.92\|9.98\|20.72\|22.92\|20.44\|365652;2026-06-23\|22.12\|-3.49\|22.92\|23.50\|22.01\|267671;2026-06-24\|21.90\|-0.99\|22.20\|22.63\|21.50\|195044;2026-06-25\|21.24\|-3.01\|21.49\|21.93\|21.16\|157950;2026-06-26\|20.01\|-5.79\|21.03\|21.08\|20.00\|169591;2026-06-29\|20.14\|0.65\|19.84\|21.26\|19.70\|240498;2026-06-30\|20.29\|0.74\|19.76\|20.55\|19.27\|183192;2026-07-01\|20.27\|-0.10\|20.29\|20.74\|19.91\|164690;2026-07-02\|20.60\|1.63\|20.67\|21.54\|19.86\|328554;2026-07-03\|19.26\|-6.50\|20.20\|20.46\|19.20\|292361;2026-07-06\|18.34\|-4.78\|18.88\|19.16\|18.32\|180140;2026-07-07\|18.18\|-0.87\|18.23\|18.67\|18.05\|118860;2026-07-08\|18.42\|1.32\|18.18\|18.61\|17.70\|138539;2026-07-09\|18.89\|2.55\|18.24\|19.65\|17.88\|220463;2026-07-10\|19.33\|2.33\|18.54\|20.28\|18.35\|300004;2026-07-13\|18.36\|-5.02\|19.09\|19.58\|18.21\|195586;2026-07-14\|18.06\|-1.63\|18.20\|18.76\|17.62\|159201;2026-07-15\|18.61\|3.05\|18.08\|19.12\|18.00\|159948;2026-07-16\|19.50\|4.78\|18.57\|20.10\|18.44\|270162;2026-07-17\|17.90\|-8.21\|20.17\|20.38\|17.80\|310254;2026-07-20\|19.69\|10.00\|19.50\|19.69\|18.79\|394810;2026-07-21\|19.83\|0.71\|18.94\|20.10\|18.53\|431716;2026-07-22\|18.91\|-4.64\|19.48\|19.76\|18.77\|284363;2026-07-23\|18.87\|-0.21\|18.51\|18.89\|18.21\|180425;2026-07-24\|17.92\|-5.03\|18.33\|18.49\|17.88\|173286;2026-07-27\|19.10\|6.58\|17.67\|19.36\|17.66\|229882;2026-07-28\|20.17\|5.60\|19.03\|20.77\|18.90\|364021;2026-07-29\|20.59\|2.08\|20.17\|20.76\|20.17\|288848;2026-07-30\|20.24\|-1.70\|20.41\|21.19\|20.15\|245315;2026-07-31\|22.26\|9.98\|20.65\|22.26\|20.46\|303019;2026-08-03\|21.45\|-3.64\|21.93\|22.60\|21.40\|392381;2026-08-04\|23.12\|7.79\|21.43\|23.30\|21.43\|434784;2026-08-05\|23.73\|2.64\|22.59\|24.58\|22.52\|448630;2026-08-06\|23.11\|-2.61\|23.09\|23.87\|22.85\|272183;2026-08-07\|23.33\|0.95\|22.80\|23.60\|22.23\|291287;2026-08-10\|22.82\|-2.19\|23.10\|23.51\|22.58\|169636;2026-08-11\|22.50\|-1.40\|23.00\|23.05\|22.40\|149989;2026-08-12\|22.67\|0.76\|22.48\|23.30\|22.15\|197918;2026-08-13\|22.36\|-1.37\|22.80\|23.62\|22.36\|255852;2026-08-14\|22.00\|-1.61\|22.49\|22.67\|21.48\|206324;2026-08-17\|21.98\|-0.09\|22.44\|22.49\|21.50\|147753;2026-08-18\|21.47\|-2.32\|21.80\|21.90\|21.25\|135246;2026-08-19\|20.68\|-3.68\|21.35\|21.42\|20.61\|135583;2026-08-20\|21.33\|3.14\|20.72\|22.05\|20.71\|167333;2026-08-21\|20.95\|-1.78\|21.01\|21.19\|20.66\|93875;2026-08-24\|20.23\|-3.44\|20.85\|20.94\|19.95\|120466;2026-08-25\|20.90\|3.31\|20.23\|20.94\|19.94\|122928;2026-08-26\|20.76\|-0.67\|20.86\|20.98\|20.50\|98018;2026-08-27\|20.71\|-0.24\|20.86\|20.99\|20.40\|137065;2026-08-28\|20.54\|-0.82\|20.88\|21.15\|20.45\|188617;2026-08-31\|22.59\|9.98\|20.92\|22.59\|20.85\|385472;2026-09-01\|24.85\|10.00\|24.70\|24.85\|24.10\|504683;2026-09-02\|24.15\|-2.82\|24.85\|25.80\|24.15\|850997;2026-09-03\|23.29\|-3.56\|24.44\|25.33\|23.10\|662396;2026-09-04\|24.00\|3.05\|23.11\|25.10\|23.11\|570430;2026-09-07\|24.70\|2.92\|24.43\|24.77\|23.80\|477208;2026-09-08\|24.71\|0.04\|24.53\|25.09\|23.88\|390585;2026-09-09\|24.01\|-2.83\|24.22\|24.66\|23.70\|289958;2026-09-10\|23.48\|-2.21\|23.75\|24.15\|23.29\|178460;2026-09-11\|25.04\|6.64\|23.25\|25.79\|23.16\|514184;2026-09-14\|24.21\|-3.31\|24.50\|24.88\|24.07\|280609
116100	央视财经：AI智能体市场或迎爆发式增长	成立AI公司+家装龙头+高送转 1、据人民财讯2026年5月27日报道，公司全资持股成立深圳市鲸跃云科科技有限公司，注册资本1200万元，经营范围包含人工智能应用软件开发、人工智能基础软件开发等。 2、据2026年4月28日年报，公司始终聚焦中高端家装及家居综合服务，拥有建筑装饰工程设计专项甲级及建筑装修装饰工程专业承包壹级资质，在珠三角地区具备较高的品牌美誉度。 3、据2026年5月29日公告，公司2025年年度权益分派方案为每10股转增4股派2元含税，除权除息日为2026年6月4日，近日完成除权后股价走强。	深圳地区装修龙头；近日广东云犀互动传媒成立，该公司由名雕股份全资持股，含多项AI业务，经营范围涵盖人工智能基础软件开发、应用软件开发及公共服务平台技术咨询服务	2026-05-11\|24.08\|1.43\|23.76\|24.21\|23.59\|39010;2026-05-12\|23.35\|-3.03\|24.00\|24.13\|23.29\|37317;2026-05-13\|23.15\|-0.86\|23.35\|23.58\|23.04\|34614;2026-05-14\|23.11\|-0.17\|23.15\|23.78\|23.01\|30756;2026-05-15\|23.17\|0.26\|23.11\|23.55\|22.81\|31469;2026-05-18\|23.25\|0.35\|23.27\|23.45\|22.63\|33460;2026-05-19\|23.54\|1.25\|23.30\|23.66\|23.09\|27073;2026-05-20\|23.78\|1.02\|23.52\|23.89\|23.01\|31054;2026-05-21\|23.26\|-2.19\|23.78\|24.40\|23.22\|36271;2026-05-22\|23.39\|0.56\|23.23\|23.50\|22.97\|21432;2026-05-25\|22.65\|-3.16\|23.50\|23.72\|22.36\|30855;2026-05-26\|22.10\|-2.43\|22.66\|22.71\|21.70\|24443;2026-05-27\|21.27\|-3.76\|22.05\|22.08\|20.92\|26447;2026-05-28\|21.90\|2.96\|21.36\|22.20\|21.05\|22397;2026-05-29\|21.25\|-2.97\|21.90\|22.22\|21.04\|19060;2026-06-01\|23.38\|10.02\|21.22\|23.38\|21.00\|28871;2026-06-02\|22.55\|-3.55\|23.65\|24.00\|22.46\|65846;2026-06-03\|22.20\|-1.55\|22.57\|22.83\|21.73\|38716;2026-06-04\|15.92\|0.89\|15.78\|16.76\|15.50\|49663;2026-06-05\|15.58\|-2.14\|15.87\|16.03\|15.39\|43533;2026-06-08\|14.55\|-6.61\|14.88\|15.54\|14.20\|45798;2026-06-09\|14.52\|-0.21\|14.40\|15.29\|14.37\|34324;2026-06-10\|15.97\|9.99\|14.70\|15.97\|14.54\|43643;2026-06-11\|15.24\|-4.57\|15.90\|16.46\|14.92\|120521;2026-06-12\|16.76\|9.97\|15.45\|16.76\|15.15\|62135;2026-06-15\|15.95\|-4.83\|16.76\|16.76\|15.65\|160267;2026-06-16\|15.23\|-4.51\|15.60\|15.67\|15.00\|99625;2026-06-17\|14.71\|-3.41\|15.37\|15.98\|14.61\|88672;2026-06-18\|14.68\|-0.20\|14.65\|14.91\|13.58\|93702;2026-06-22\|16.15\|10.01\|14.50\|16.15\|14.39\|122550;2026-06-23\|17.77\|10.03\|16.36\|17.77\|16.17\|159702;2026-06-24\|17.72\|-0.28\|17.52\|18.18\|17.31\|165904;2026-06-25\|16.64\|-6.09\|17.54\|18.00\|16.03\|131876;2026-06-26\|16.37\|-1.62\|16.60\|16.97\|16.00\|108627;2026-06-29\|15.72\|-3.97\|16.30\|16.70\|15.40\|85186;2026-06-30\|17.29\|9.99\|15.67\|17.29\|15.40\|81216;2026-07-01\|18.06\|4.45\|17.28\|18.52\|17.22\|136887;2026-07-02\|17.27\|-4.37\|18.23\|18.43\|17.00\|97148;2026-07-03\|17.01\|-1.51\|17.75\|17.75\|17.01\|72482;2026-07-06\|16.80\|-1.23\|17.06\|17.28\|16.66\|91546;2026-07-07\|17.48\|4.05\|16.71\|17.50\|16.47\|117769;2026-07-08\|17.84\|2.06\|16.99\|18.25\|15.77\|165902;2026-07-09\|16.95\|-4.99\|17.56\|17.56\|16.06\|136763;2026-07-10\|16.41\|-3.19\|16.26\|17.18\|16.25\|96890;2026-07-13\|14.77\|-9.99\|16.15\|16.15\|14.77\|92180;2026-07-14\|14.65\|-0.81\|14.59\|14.98\|14.17\|63064;2026-07-15\|14.75\|0.68\|14.70\|15.19\|14.32\|58932;2026-07-16\|14.10\|-4.41\|14.37\|14.85\|14.00\|56870;2026-07-17\|12.69\|-10.00\|14.10\|14.54\|12.69\|68899;2026-07-20\|11.42\|-10.01\|12.29\|12.68\|11.42\|80750;2026-07-21\|11.45\|0.26\|11.31\|11.46\|10.28\|98676;2026-07-22\|11.23\|-1.92\|11.24\|11.67\|11.16\|58003;2026-07-23\|11.65\|3.74\|11.16\|11.70\|11.13\|49014;2026-07-24\|11.41\|-2.06\|11.55\|11.65\|11.23\|37325;2026-07-27\|11.99\|5.08\|11.41\|12.02\|11.22\|37760;2026-07-28\|11.94\|-0.42\|12.05\|12.45\|11.86\|42783;2026-07-29\|11.96\|0.17\|11.93\|12.08\|11.68\|38791;2026-07-30\|11.47\|-4.10\|11.83\|12.16\|11.41\|42078;2026-07-31\|12.16\|6.02\|11.75\|12.38\|11.75\|49508;2026-08-03\|12.47\|2.55\|12.24\|12.50\|12.00\|33391;2026-08-04\|12.73\|2.08\|12.55\|12.82\|12.47\|28315;2026-08-05\|13.12\|3.06\|12.73\|13.14\|12.60\|31527;2026-08-06\|13.41\|2.21\|13.12\|13.43\|12.95\|28307;2026-08-07\|13.44\|0.22\|13.40\|13.53\|12.96\|30092;2026-08-10\|13.84\|2.98\|13.50\|13.86\|13.33\|29791;2026-08-11\|13.95\|0.79\|13.84\|14.09\|13.55\|24110;2026-08-12\|14.23\|2.01\|14.00\|14.25\|13.91\|23071;2026-08-13\|13.85\|-2.67\|14.31\|14.31\|13.84\|26485;2026-08-14\|13.78\|-0.51\|13.84\|13.90\|13.61\|28617;2026-08-17\|13.94\|1.16\|13.78\|13.95\|13.51\|29540;2026-08-18\|13.98\|0.29\|13.95\|14.01\|13.68\|29969;2026-08-19\|13.34\|-4.58\|14.22\|14.72\|13.21\|51092;2026-08-20\|13.65\|2.32\|13.36\|13.75\|13.35\|28669;2026-08-21\|13.69\|0.29\|13.52\|13.83\|13.32\|22423;2026-08-24\|13.70\|0.07\|13.75\|13.87\|13.43\|20459;2026-08-25\|14.00\|2.19\|13.56\|14.10\|13.45\|28721;2026-08-26\|14.30\|2.14\|13.96\|14.41\|13.90\|27256;2026-08-27\|14.27\|-0.21\|14.29\|14.43\|14.18\|21781;2026-08-28\|14.34\|0.49\|14.28\|14.48\|14.15\|24338;2026-08-31\|15.77\|9.97\|14.35\|15.77\|14.35\|55011;2026-09-01\|14.86\|-5.77\|15.01\|15.50\|14.76\|108751;2026-09-02\|15.04\|1.21\|14.79\|15.73\|14.71\|104109;2026-09-03\|15.09\|0.33\|15.10\|15.32\|14.95\|58352;2026-09-04\|15.00\|-0.60\|15.00\|15.28\|14.83\|43853;2026-09-07\|15.26\|1.73\|15.04\|15.31\|14.95\|35396;2026-09-08\|15.50\|1.57\|15.24\|15.50\|15.10\|37654;2026-09-09\|15.25\|-1.61\|15.63\|15.65\|15.15\|28081;2026-09-10\|15.00\|-1.64\|15.10\|15.34\|14.80\|26913;2026-09-11\|14.67\|-2.20\|14.92\|15.00\|14.35\|33415;2026-09-14\|14.71\|0.27\|14.61\|14.87\|14.35\|27609
116099	央视财经：AI智能体市场或迎爆发式增长	液冷服务器+AIoT平台+机器人概念+AI应用行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	公司在6月3日举办的生态伙伴大会上展示了AI Agent 2.0的演进成果，仅用两个月从“1个超级智能体+5个场景智能体”快速迭代至“1个超级智能体+15个场景智能体”，全方位呈现了在“AI+物联网平台”领域的技术实力	2026-05-11\|3.03\|0.33\|3.03\|3.08\|3.00\|691143;2026-05-12\|2.95\|-2.64\|3.01\|3.02\|2.93\|639026;2026-05-13\|3.03\|2.71\|2.98\|3.05\|2.95\|693225;2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.90\|-7.94\|3.14\|3.17\|2.87\|1756097;2026-07-14\|2.93\|1.03\|2.89\|2.93\|2.78\|1476188;2026-07-15\|2.94\|0.34\|2.94\|3.03\|2.92\|1348909;2026-07-16\|2.91\|-1.02\|2.91\|2.98\|2.88\|1084836;2026-07-17\|2.71\|-6.87\|2.92\|2.98\|2.68\|1502383;2026-07-20\|2.61\|-3.69\|2.75\|2.80\|2.56\|1414461;2026-07-21\|2.68\|2.68\|2.61\|2.68\|2.40\|1835998;2026-07-22\|2.71\|1.12\|2.66\|2.76\|2.60\|1578530;2026-07-23\|2.77\|2.21\|2.71\|2.79\|2.68\|1224187;2026-07-24\|2.67\|-3.61\|2.73\|2.75\|2.65\|922913;2026-07-27\|2.79\|4.49\|2.69\|2.79\|2.65\|1100039;2026-07-28\|2.80\|0.36\|2.77\|2.88\|2.76\|1257615;2026-07-29\|2.82\|0.71\|2.80\|2.83\|2.72\|1276611;2026-07-30\|2.72\|-3.55\|2.80\|2.88\|2.70\|1644800;2026-07-31\|2.87\|5.51\|2.77\|2.97\|2.77\|2300625;2026-08-03\|3.16\|10.10\|2.94\|3.16\|2.94\|788362;2026-08-04\|3.48\|10.13\|3.45\|3.48\|3.18\|3355790;2026-08-05\|3.53\|1.44\|3.56\|3.68\|3.48\|6969753;2026-08-06\|3.44\|-2.55\|3.46\|3.63\|3.35\|4750880;2026-08-07\|3.41\|-0.87\|3.40\|3.48\|3.27\|3597051;2026-08-10\|3.49\|2.35\|3.41\|3.50\|3.32\|3212292;2026-08-11\|3.53\|1.15\|3.51\|3.60\|3.41\|3161677;2026-08-12\|3.88\|9.91\|3.50\|3.88\|3.46\|1812761;2026-08-13\|3.57\|-7.99\|3.80\|3.80\|3.55\|5349241;2026-08-14\|3.41\|-4.48\|3.55\|3.58\|3.30\|3625646;2026-08-17\|3.44\|0.88\|3.48\|3.52\|3.34\|2493227;2026-08-18\|3.32\|-3.49\|3.43\|3.45\|3.30\|2049133;2026-08-19\|3.07\|-7.53\|3.25\|3.25\|3.06\|2068763;2026-08-20\|3.10\|0.98\|3.13\|3.14\|3.05\|1173151;2026-08-21\|3.10\|0.00\|3.06\|3.11\|3.02\|1097750;2026-08-24\|3.01\|-2.90\|3.07\|3.09\|2.96\|1197982;2026-08-25\|3.14\|4.32\|2.99\|3.16\|2.95\|1682075;2026-08-26\|3.16\|0.64\|3.14\|3.17\|3.09\|1081268;2026-08-27\|3.23\|2.22\|3.17\|3.24\|3.15\|1226235;2026-08-28\|3.26\|0.93\|3.31\|3.34\|3.23\|1751827;2026-08-31\|3.35\|2.76\|3.24\|3.35\|3.20\|1703918;2026-09-01\|3.50\|4.48\|3.35\|3.66\|3.34\|3139878;2026-09-02\|3.45\|-1.43\|3.46\|3.49\|3.38\|1910038;2026-09-03\|3.39\|-1.74\|3.45\|3.49\|3.36\|1498162;2026-09-04\|3.38\|-0.29\|3.40\|3.49\|3.36\|1519922;2026-09-07\|3.38\|0.00\|3.38\|3.40\|3.32\|996416;2026-09-08\|3.41\|0.89\|3.36\|3.41\|3.34\|1192900;2026-09-09\|3.31\|-2.93\|3.38\|3.40\|3.29\|1173412;2026-09-10\|3.26\|-1.51\|3.27\|3.28\|3.22\|839645;2026-09-11\|3.22\|-1.23\|3.23\|3.25\|3.15\|834580;2026-09-14\|3.23\|0.31\|3.22\|3.25\|3.18\|738027
116098	央视财经：AI智能体市场或迎爆发式增长	智慧矿山+煤机装备+华为合作+定增获批 1、据2026年6月30日公告，公司向特定对象发行股票申请已获上海证券交易所审核通过，拟募集资金1.6亿元。 2、据2026年6月10日互动易，公司与华为在矿山装备智能化领域深度合作，发布业内首个矿山综采、综掘工作面联合解决方案，打造“矿山装备+AI算法+应用”的新一代智能化装备；利用盘古大模型构建的煤机装备智能诊断系统已开展井下工业性试验，并成功开发基于矿鸿系统的采掘控制系统。 3、据2026年4月24日年报，公司主要从事煤矿机械装备的制造与服务业务，产品涵盖智能化采煤机、掘进装备等，是国内覆盖规格、型号最多的采掘机械设备供应商之一，客户覆盖全国重点煤矿产区。	1、公司和华为油气矿山军团保持沟通,主要就AI大模型、矿鸿和5G等技术进行合作； 2、公司拥有年产2万套新能源汽车车载充电机，5000套直流充电桩充电模块研发生产	2026-05-11\|9.92\|3.87\|9.58\|10.05\|9.40\|784887;2026-05-12\|9.78\|-1.41\|9.86\|9.87\|9.50\|355201;2026-05-13\|9.72\|-0.61\|9.75\|9.85\|9.57\|236738;2026-05-14\|9.47\|-2.57\|9.83\|9.96\|9.47\|275947;2026-05-15\|9.16\|-3.27\|9.68\|9.69\|9.03\|247993;2026-05-18\|9.07\|-0.98\|9.16\|9.39\|9.03\|171302;2026-05-19\|8.88\|-2.09\|9.04\|9.06\|8.72\|201464;2026-05-20\|9.50\|6.98\|9.04\|9.61\|8.95\|338658;2026-05-21\|9.44\|-0.63\|9.51\|10.16\|9.39\|395543;2026-05-22\|9.74\|3.18\|9.50\|10.10\|9.49\|351454;2026-05-25\|10.32\|5.95\|9.99\|10.39\|9.70\|406120;2026-05-26\|9.90\|-4.07\|10.11\|10.25\|9.72\|293096;2026-05-27\|9.71\|-1.92\|9.93\|10.04\|9.61\|220305;2026-05-28\|9.65\|-0.62\|9.70\|9.85\|9.44\|157058;2026-05-29\|9.46\|-1.97\|9.65\|9.66\|9.19\|188159;2026-06-01\|9.39\|-0.74\|9.55\|10.03\|9.31\|232513;2026-06-02\|9.13\|-2.77\|9.35\|9.39\|8.96\|145334;2026-06-03\|9.04\|-0.99\|9.14\|9.27\|8.92\|161544;2026-06-04\|8.78\|-1.79\|8.99\|9.22\|8.74\|149197;2026-06-05\|8.90\|1.37\|8.78\|9.05\|8.57\|173527;2026-06-08\|8.28\|-6.97\|8.69\|8.69\|8.02\|203424;2026-06-09\|7.87\|-4.95\|8.38\|8.44\|7.72\|320537;2026-06-10\|7.47\|-5.08\|7.80\|7.83\|7.31\|294412;2026-06-11\|7.65\|2.41\|7.47\|7.76\|7.13\|306387;2026-06-12\|7.61\|-0.52\|7.71\|8.00\|7.50\|239484;2026-06-15\|7.56\|-0.66\|7.61\|7.85\|7.52\|157501;2026-06-16\|7.56\|0.00\|7.56\|7.67\|7.41\|149864;2026-06-17\|7.39\|-2.25\|7.53\|7.53\|7.32\|134799;2026-06-18\|7.46\|0.95\|7.38\|7.56\|7.30\|119933;2026-06-22\|8.21\|10.05\|7.46\|8.21\|7.46\|153613;2026-06-23\|8.40\|2.31\|8.42\|8.79\|8.22\|417272;2026-06-24\|8.15\|-2.98\|8.39\|8.43\|7.80\|272088;2026-06-25\|7.77\|-4.66\|8.12\|8.23\|7.42\|281089;2026-06-26\|7.86\|1.16\|7.75\|7.90\|7.55\|171817;2026-06-29\|7.95\|1.15\|7.87\|8.18\|7.46\|243577;2026-06-30\|8.20\|3.14\|7.87\|8.36\|7.82\|203489;2026-07-01\|8.10\|-1.22\|8.18\|8.23\|8.00\|183993;2026-07-02\|8.02\|-0.99\|8.10\|8.20\|7.86\|133494;2026-07-03\|8.82\|9.98\|8.07\|8.82\|8.01\|335582;2026-07-06\|8.58\|-2.72\|8.71\|8.93\|8.48\|269542;2026-07-07\|8.26\|-3.73\|8.66\|8.66\|8.24\|177768;2026-07-08\|8.10\|-1.94\|8.35\|8.36\|8.10\|150955;2026-07-09\|8.22\|1.48\|8.11\|8.25\|7.83\|184204;2026-07-10\|8.26\|0.49\|8.26\|8.40\|8.09\|136850;2026-07-13\|7.83\|-5.21\|8.28\|8.39\|7.80\|229182;2026-07-14\|8.61\|9.96\|7.83\|8.61\|7.80\|402564;2026-07-15\|8.47\|-1.63\|8.60\|8.83\|8.46\|354158;2026-07-16\|8.30\|-2.01\|8.54\|8.66\|8.28\|223228;2026-07-17\|8.23\|-0.84\|8.37\|8.49\|8.04\|248254;2026-07-20\|7.94\|-3.52\|8.25\|8.35\|7.90\|220093;2026-07-21\|8.46\|6.55\|7.95\|8.49\|7.80\|207487;2026-07-22\|8.19\|-3.19\|8.37\|8.47\|8.18\|140031;2026-07-23\|8.34\|1.83\|8.11\|8.34\|8.11\|90340;2026-07-24\|8.03\|-3.72\|8.28\|8.28\|7.88\|175581;2026-07-27\|8.04\|0.12\|7.88\|8.08\|7.88\|112584;2026-07-28\|7.90\|-1.74\|7.91\|8.08\|7.89\|105114;2026-07-29\|7.98\|1.01\|7.92\|8.09\|7.84\|106867;2026-07-30\|7.88\|-1.25\|7.90\|8.05\|7.88\|123011;2026-07-31\|8.07\|2.41\|7.94\|8.10\|7.90\|135001;2026-08-03\|8.00\|-0.87\|8.24\|8.25\|7.93\|111627;2026-08-04\|8.50\|6.25\|8.05\|8.54\|7.97\|289626;2026-08-05\|8.67\|2.00\|8.50\|8.72\|8.39\|229098;2026-08-06\|8.70\|0.35\|8.61\|8.95\|8.60\|209229;2026-08-07\|8.41\|-3.33\|8.66\|8.92\|8.27\|355511;2026-08-10\|8.13\|-3.33\|8.10\|8.20\|7.78\|526089;2026-08-11\|8.94\|9.96\|8.27\|8.94\|7.96\|589764;2026-08-12\|8.97\|0.34\|9.00\|9.23\|8.86\|720721;2026-08-13\|9.13\|1.78\|8.97\|9.48\|8.97\|580449;2026-08-14\|9.43\|3.29\|9.31\|10.04\|9.13\|818490;2026-08-17\|9.22\|-2.23\|9.66\|9.73\|9.00\|525205;2026-08-18\|9.15\|-0.76\|9.10\|9.50\|9.09\|318336;2026-08-19\|8.85\|-3.28\|9.09\|9.30\|8.77\|307151;2026-08-20\|8.73\|-1.36\|8.94\|9.01\|8.64\|190949;2026-08-21\|8.79\|0.69\|8.73\|8.82\|8.50\|192247;2026-08-24\|8.61\|-2.05\|8.82\|8.83\|8.50\|190566;2026-08-25\|8.78\|1.97\|8.59\|8.81\|8.52\|145854;2026-08-26\|9.10\|3.64\|8.84\|9.18\|8.77\|217095;2026-08-27\|9.34\|2.64\|9.21\|9.53\|9.06\|353022;2026-08-28\|10.07\|7.82\|9.29\|10.18\|9.28\|582375;2026-08-31\|10.45\|3.77\|9.95\|10.58\|9.95\|470737;2026-09-01\|10.40\|-0.48\|10.40\|10.74\|10.32\|414725;2026-09-02\|10.16\|-2.31\|10.41\|10.48\|9.89\|369176;2026-09-03\|10.23\|0.69\|10.20\|10.38\|9.97\|286137;2026-09-04\|10.08\|-1.47\|10.43\|10.49\|9.97\|235804;2026-09-07\|10.11\|0.30\|10.19\|10.88\|10.03\|504264;2026-09-08\|9.96\|-1.48\|10.28\|10.28\|9.91\|228519;2026-09-09\|9.82\|-1.41\|9.95\|10.07\|9.71\|216973;2026-09-10\|9.69\|-1.32\|9.80\|9.82\|9.54\|136314;2026-09-11\|9.16\|-5.47\|9.64\|9.64\|9.10\|242127;2026-09-14\|8.98\|-1.97\|9.16\|9.16\|8.89\|169783
116097	央视财经：AI智能体市场或迎爆发式增长	智谱AI+水务机器狗+生态水利 1、据2026年4月23日年报，公司联合智谱AI发布国内首个海洋生态修复垂直大模型ShorelineGLM，已在厦门观音山海岸线完成试点验证。 2、据2026年4月23日年报，公司具身智能水务巡检“机器狗”已在南水北调大宁管理处中堤泵站投入试运行，承担日常巡检、数据采集、异常识别等关键运维任务。 3、据2026年6月4日公告，公司成功中标密云区“500万以下沟道护村段修复工程项目”，中标金额1497.79万元，是公司深耕密云市场取得的重要突破。 4、据2026年4月23日年报，2026年2月公司已与北京市密云区人民政府签署战略合作协议，围绕水安全保障、智慧水务等领域开展深度合作，并完成注册地变更。	国内领先的生态环境科技运营商；与智谱AI签署了战略合作协议，携手推进AI大模型在生态环保及水务领域的创新应用	2026-05-11\|15.88\|0.00\|15.99\|16.41\|15.82\|90451;2026-05-12\|15.43\|-2.83\|15.87\|15.89\|15.36\|68763;2026-05-13\|16.17\|4.80\|15.67\|16.66\|15.18\|111190;2026-05-14\|15.88\|-1.79\|16.28\|16.98\|15.76\|113963;2026-05-15\|16.46\|3.65\|16.18\|16.69\|15.91\|90465;2026-05-18\|16.12\|-2.07\|16.60\|16.60\|15.84\|76717;2026-05-19\|16.41\|1.80\|16.10\|16.50\|15.90\|59229;2026-05-20\|15.89\|-3.17\|16.48\|16.50\|15.71\|58908;2026-05-21\|15.76\|-0.82\|15.74\|16.68\|15.70\|76295;2026-05-22\|16.18\|2.67\|15.76\|16.35\|15.76\|47093;2026-05-25\|15.20\|-6.06\|16.22\|16.49\|15.11\|78458;2026-05-26\|13.68\|-10.00\|15.20\|15.40\|13.68\|97357;2026-05-27\|12.69\|-7.24\|13.83\|13.84\|12.31\|161723;2026-05-28\|13.18\|3.86\|12.74\|13.70\|11.45\|114402;2026-05-29\|11.86\|-10.02\|13.13\|13.46\|11.86\|91800;2026-06-01\|12.38\|4.38\|12.01\|12.69\|11.74\|115055;2026-06-02\|11.63\|-6.06\|12.38\|12.65\|11.61\|79126;2026-06-03\|11.38\|-2.15\|11.80\|11.99\|11.22\|68835;2026-06-04\|11.07\|-2.72\|11.49\|11.56\|11.01\|49434;2026-06-05\|11.08\|0.09\|11.18\|11.31\|10.65\|64005;2026-06-08\|10.31\|-6.95\|11.13\|11.27\|10.10\|73714;2026-06-09\|11.34\|9.99\|10.45\|11.34\|10.45\|52321;2026-06-10\|10.50\|-7.41\|11.14\|11.23\|10.26\|163010;2026-06-11\|11.55\|10.00\|10.55\|11.55\|10.40\|85357;2026-06-12\|10.90\|-5.63\|11.40\|11.90\|10.54\|249204;2026-06-15\|10.60\|-2.75\|10.69\|10.75\|10.32\|162627;2026-06-16\|10.78\|1.70\|10.45\|10.94\|10.11\|173344;2026-06-17\|10.78\|0.00\|10.78\|11.09\|10.42\|142688;2026-06-18\|11.07\|2.69\|10.70\|11.86\|10.70\|211328;2026-06-22\|12.18\|10.03\|10.90\|12.18\|10.82\|121108;2026-06-23\|13.40\|10.02\|13.40\|13.40\|12.83\|66205;2026-06-24\|14.74\|10.00\|14.20\|14.74\|13.54\|298248;2026-06-25\|14.70\|-0.27\|14.28\|15.36\|14.08\|258453;2026-06-26\|14.51\|-1.29\|14.40\|14.80\|14.20\|138578;2026-06-29\|15.77\|8.68\|14.95\|15.96\|14.76\|216465;2026-06-30\|16.48\|4.50\|15.62\|16.68\|15.31\|180508;2026-07-01\|15.83\|-3.94\|16.48\|16.69\|15.65\|114182;2026-07-02\|15.89\|0.38\|15.79\|16.14\|15.40\|87651;2026-07-03\|15.07\|-5.16\|15.74\|16.08\|14.99\|73135;2026-07-06\|13.92\|-7.63\|15.20\|15.44\|13.76\|76065;2026-07-07\|13.62\|-2.16\|13.83\|14.41\|13.31\|78040;2026-07-08\|12.90\|-5.29\|13.70\|13.71\|12.77\|59726;2026-07-09\|12.92\|0.15\|12.64\|13.19\|12.30\|62638;2026-07-10\|12.93\|0.08\|12.72\|13.72\|12.60\|58062;2026-07-13\|11.64\|-9.98\|12.88\|13.05\|11.64\|65642;2026-07-14\|11.76\|1.03\|12.09\|12.09\|11.28\|55570;2026-07-15\|11.77\|0.09\|11.66\|12.21\|11.51\|55661;2026-07-16\|11.34\|-3.65\|11.70\|11.93\|11.25\|55641;2026-07-17\|10.65\|-6.08\|11.32\|11.66\|10.35\|69860;2026-07-20\|9.59\|-9.95\|10.67\|10.90\|9.59\|75728;2026-07-21\|9.73\|1.46\|9.56\|9.79\|8.63\|113731;2026-07-22\|9.46\|-2.77\|9.60\|9.82\|9.39\|58964;2026-07-23\|9.70\|2.54\|9.46\|9.80\|9.37\|50968;2026-07-24\|9.45\|-2.58\|9.59\|9.68\|9.29\|46604;2026-07-27\|9.76\|3.28\|9.33\|9.84\|9.33\|48524;2026-07-28\|9.45\|-3.18\|9.80\|10.09\|9.35\|63007;2026-07-29\|9.64\|2.01\|9.41\|9.79\|9.26\|98765;2026-07-30\|9.05\|-6.12\|9.57\|9.85\|9.00\|81795;2026-07-31\|9.96\|10.06\|9.21\|9.96\|9.15\|121586;2026-08-03\|10.33\|3.71\|10.38\|10.91\|9.89\|180637;2026-08-04\|10.52\|1.84\|10.36\|10.59\|10.25\|111188;2026-08-05\|10.65\|1.24\|10.54\|10.77\|10.53\|79998;2026-08-06\|10.87\|2.07\|10.66\|10.95\|10.55\|65254;2026-08-07\|10.92\|0.46\|10.88\|10.93\|10.36\|65476;2026-08-10\|11.13\|1.92\|10.98\|11.20\|10.82\|56991;2026-08-11\|11.03\|-0.90\|11.07\|11.22\|10.85\|49457;2026-08-12\|11.16\|1.18\|10.99\|11.23\|10.98\|35511;2026-08-13\|10.83\|-2.96\|11.21\|11.26\|10.72\|39558;2026-08-14\|10.73\|-0.92\|10.84\|11.04\|10.61\|48777;2026-08-17\|10.97\|2.24\|10.86\|10.99\|10.56\|34381;2026-08-18\|10.81\|-1.46\|11.01\|11.01\|10.75\|28136;2026-08-19\|10.29\|-4.81\|10.76\|10.76\|10.19\|41681;2026-08-20\|10.43\|1.36\|10.36\|10.61\|10.21\|33846;2026-08-21\|10.47\|0.38\|10.35\|10.55\|10.13\|25756;2026-08-24\|10.44\|-0.29\|10.57\|10.88\|10.26\|63239;2026-08-25\|10.89\|4.31\|10.37\|10.94\|10.36\|44347;2026-08-26\|10.67\|-2.02\|10.80\|10.96\|10.63\|42429;2026-08-27\|10.56\|-1.03\|10.55\|10.74\|10.50\|43996;2026-08-28\|10.61\|0.47\|10.60\|10.80\|10.51\|41623;2026-08-31\|10.72\|1.04\|10.47\|10.80\|10.30\|41506;2026-09-01\|10.69\|-0.28\|10.72\|10.78\|10.53\|37072;2026-09-02\|10.80\|1.03\|10.69\|10.85\|10.48\|35041;2026-09-03\|10.83\|0.28\|10.89\|11.03\|10.71\|47605;2026-09-04\|10.68\|-1.39\|10.80\|11.03\|10.60\|43124;2026-09-07\|10.66\|-0.19\|10.71\|10.77\|10.57\|27481;2026-09-08\|10.62\|-0.38\|10.66\|10.73\|10.57\|23988;2026-09-09\|10.50\|-1.13\|10.62\|10.70\|10.43\|30418;2026-09-10\|10.45\|-0.48\|10.50\|10.58\|10.38\|34247;2026-09-11\|11.50\|10.05\|10.99\|11.50\|10.72\|78099;2026-09-14\|12.65\|10.00\|12.65\|12.65\|12.65\|47704
116096	央视财经：AI智能体市场或迎爆发式增长	具身智能数据集+3D视觉+算力租赁+AI营销行业原因： AI硬件板块大跌，软件板块轮动。兴业证券6月15日研报指出，AI正推动广告营销行业从流程自动化向分发智能化升级，通过AI算法提升预测能力与分发精准度，是构建技术壁垒的核心方向。公司原因： 1、据2026年6月17日天娱数科官微，参股公司芯明发布自研3D视觉AI模组R216g，内置空间智能芯片提供3.5 TOPS端侧算力，专为人形机器人、灵巧手及协作臂设计，解决“看得清、抓得准”的核心痛点。 2、据2026年6月11日异常波动公告，公司股票连续4个交易日涨停，公司自查澄清没有物理AI业务，与2026年世界杯不存在业务合作关系。 3、据2025年年报，公司聚焦智能营销、智慧能源、空间智能等领域，构建了AI营销、空间智能MaaS等业务平台；10项具身智能数据集已在北京国际大数据交易所完成资产登记。 4、据2025年年报，公司子公司与山西数据技术公司等合作，依托国家先进计算太原中心800PFlops人工智能算力，共同打造人工智能算力服务平台。	公司拥有智者千问、天星、智慧广告三款企业级大模型，推进具身智能平台建设，完成“人形机器人空间6D动捕长程数据”等5个数据集资产登记，积累超120万条3D数据及10万机器人任务训练数据，为相关场景提供解决方案	2026-05-11\|6.37\|0.32\|6.38\|6.45\|6.25\|1315487;2026-05-12\|6.45\|1.26\|6.36\|6.71\|6.32\|1722008;2026-05-13\|6.54\|1.40\|6.44\|6.55\|6.35\|1123484;2026-05-14\|6.32\|-3.36\|6.56\|6.64\|6.31\|970841;2026-05-15\|6.44\|1.90\|6.30\|6.66\|6.29\|1023867;2026-05-18\|7.08\|9.94\|6.52\|7.08\|6.49\|2310913;2026-05-19\|7.13\|0.71\|7.01\|7.49\|6.90\|3687487;2026-05-20\|6.97\|-2.24\|7.10\|7.29\|6.93\|2716879;2026-05-21\|6.80\|-2.44\|6.96\|7.28\|6.74\|2160325;2026-05-22\|6.76\|-0.59\|6.77\|6.86\|6.58\|1710910;2026-05-25\|6.87\|1.63\|6.80\|7.08\|6.77\|1638913;2026-05-26\|7.15\|4.08\|6.81\|7.35\|6.65\|2823532;2026-05-27\|7.07\|-1.12\|7.00\|7.27\|6.96\|1855844;2026-05-28\|7.13\|0.85\|7.00\|7.29\|6.97\|2043628;2026-05-29\|7.15\|0.28\|7.18\|7.38\|6.97\|2391451;2026-06-01\|7.44\|4.06\|7.05\|7.48\|7.00\|2714184;2026-06-02\|6.70\|-9.95\|7.49\|7.50\|6.70\|2692907;2026-06-03\|6.18\|-7.76\|6.40\|6.53\|6.12\|2240383;2026-06-04\|6.05\|-2.10\|6.04\|6.20\|5.98\|1377627;2026-06-05\|6.66\|10.08\|6.66\|6.66\|6.55\|1249607;2026-06-08\|7.33\|10.06\|7.10\|7.33\|7.00\|1102835;2026-06-09\|8.06\|9.96\|7.75\|8.06\|7.62\|4754534;2026-06-10\|8.87\|10.05\|8.28\|8.87\|8.28\|3438535;2026-06-11\|7.98\|-10.03\|8.75\|8.83\|7.98\|1603746;2026-06-12\|7.52\|-5.76\|7.42\|8.12\|7.30\|6080471;2026-06-15\|7.50\|-0.27\|7.56\|7.98\|7.38\|4698369;2026-06-16\|7.26\|-3.20\|7.31\|7.41\|6.85\|4349581;2026-06-17\|7.03\|-3.17\|7.19\|7.25\|6.96\|2855074;2026-06-18\|7.73\|9.96\|7.15\|7.73\|6.97\|3743586;2026-06-22\|8.50\|9.96\|8.10\|8.50\|8.09\|2887176;2026-06-23\|8.11\|-4.59\|8.51\|8.64\|7.93\|4518849;2026-06-24\|8.92\|9.99\|8.21\|8.92\|8.11\|1769655;2026-06-25\|8.03\|-9.98\|8.49\|8.57\|8.03\|4384568;2026-06-26\|8.83\|9.96\|8.23\|8.83\|7.96\|4947019;2026-06-29\|9.11\|3.17\|9.17\|9.68\|8.81\|6454992;2026-06-30\|9.30\|2.09\|9.25\|9.57\|8.98\|5380106;2026-07-01\|9.40\|1.08\|9.11\|9.87\|9.01\|5255562;2026-07-02\|10.34\|10.00\|10.00\|10.34\|10.00\|1026759;2026-07-03\|9.37\|-9.38\|10.32\|10.32\|9.31\|6189351;2026-07-06\|8.43\|-10.03\|9.57\|9.75\|8.43\|4801865;2026-07-07\|8.71\|3.32\|8.44\|9.11\|8.44\|4398549;2026-07-08\|8.02\|-7.92\|8.50\|8.60\|7.97\|3458202;2026-07-09\|8.08\|0.75\|8.00\|8.42\|7.72\|3580331;2026-07-10\|8.54\|5.69\|8.23\|8.89\|8.02\|5378673;2026-07-13\|8.00\|-6.32\|8.65\|8.89\|7.94\|4454639;2026-07-14\|7.73\|-3.38\|7.96\|8.19\|7.41\|3423535;2026-07-15\|7.69\|-0.52\|7.57\|7.95\|7.46\|2943661;2026-07-16\|7.96\|3.51\|7.63\|8.11\|7.50\|3955480;2026-07-17\|7.16\|-10.05\|7.60\|7.75\|7.16\|2304693;2026-07-20\|6.44\|-10.06\|6.67\|6.86\|6.44\|2605597;2026-07-21\|6.60\|2.48\|6.35\|6.60\|5.84\|3288091;2026-07-22\|6.26\|-5.15\|6.38\|6.56\|6.20\|2291137;2026-07-23\|6.27\|0.16\|6.21\|6.43\|6.12\|1640828;2026-07-24\|5.92\|-5.58\|6.06\|6.13\|5.90\|1549673;2026-07-27\|6.29\|6.25\|5.91\|6.29\|5.88\|1815666;2026-07-28\|6.23\|-0.95\|6.27\|6.48\|6.21\|1659537;2026-07-29\|6.19\|-0.64\|6.25\|6.31\|6.03\|1582626;2026-07-30\|5.92\|-4.36\|6.10\|6.38\|5.88\|2100669;2026-07-31\|6.51\|9.97\|6.07\|6.51\|6.04\|1760801;2026-08-03\|7.16\|9.98\|7.16\|7.16\|7.00\|1258084;2026-08-04\|7.88\|10.06\|7.29\|7.88\|7.24\|4989533;2026-08-05\|7.92\|0.51\|7.51\|8.13\|7.51\|5499297;2026-08-06\|8.10\|2.27\|7.99\|8.23\|7.84\|4414021;2026-08-07\|8.03\|-0.86\|8.00\|8.16\|7.68\|3803003;2026-08-10\|8.37\|4.23\|8.08\|8.43\|7.93\|4394673;2026-08-11\|8.32\|-0.60\|8.24\|8.57\|8.01\|3975868;2026-08-12\|8.53\|2.52\|8.44\|8.97\|8.20\|4738051;2026-08-13\|8.35\|-2.11\|8.57\|8.92\|8.33\|4847736;2026-08-14\|8.14\|-2.52\|8.42\|8.62\|7.98\|3526058;2026-08-17\|8.24\|1.23\|8.18\|8.45\|7.98\|2409390;2026-08-18\|7.92\|-3.88\|8.17\|8.18\|7.77\|2310105;2026-08-19\|7.38\|-6.82\|7.80\|7.83\|7.31\|2069050;2026-08-20\|7.29\|-1.22\|7.49\|7.53\|7.25\|1580973;2026-08-21\|7.24\|-0.69\|7.26\|7.32\|7.09\|1240523;2026-08-24\|6.95\|-4.01\|7.33\|7.38\|6.83\|1465692;2026-08-25\|7.05\|1.44\|6.92\|7.08\|6.79\|1424016;2026-08-26\|7.03\|-0.28\|7.05\|7.09\|6.90\|1176361;2026-08-27\|7.14\|1.56\|7.05\|7.18\|7.02\|1616288;2026-08-28\|7.85\|9.94\|7.85\|7.85\|7.85\|915563;2026-08-31\|8.03\|2.29\|7.78\|8.25\|7.42\|5664953;2026-09-01\|8.36\|4.11\|8.15\|8.80\|7.86\|5669484;2026-09-02\|8.01\|-4.19\|8.00\|8.34\|7.95\|3718295;2026-09-03\|7.77\|-3.00\|7.98\|8.21\|7.74\|2912175;2026-09-04\|8.45\|8.75\|7.88\|8.55\|7.83\|6196906;2026-09-07\|8.43\|-0.24\|8.37\|8.62\|8.35\|5113614;2026-09-08\|8.26\|-2.02\|8.43\|8.54\|8.21\|3596555;2026-09-09\|7.93\|-4.00\|8.29\|8.31\|7.82\|2943166;2026-09-10\|7.62\|-3.91\|7.80\|7.87\|7.60\|1815094;2026-09-11\|7.48\|-1.84\|7.57\|7.79\|7.42\|2320206;2026-09-14\|7.60\|1.60\|7.46\|7.64\|7.28\|1897279
116095	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：“龙泉二号”全固态电池成功下线，成都量产基地揭牌；电池级碳酸锂价格反弹至17万元/吨，广期所主力合约突破16万元/吨；宁德时代年报净利润大增，带动整个锂电池板块情绪回暖；涨停缘由：固态电池产业化进程加速、锂盐价格触底反弹强化盈利预期、平台型龙头技术壁垒与客户资源双重优势凸显、储能与动力双轮驱动；资金逻辑：主力资金重点加仓技术领先型设备与材料标的，该股获北向与融资资金同步增持；近5日涨停频次居板块首位，资金认可度高；风险提示：固态电池商业化落地进度慢于预期；锂价反弹持续性存疑；海外客户认证周期延长影响出货节奏	行业内少数同时掌握消费电池、动力电池和储能电池核心技术的锂电池平台型龙头企业；上半年净利润预计增长95.00%—110.00%	2026-05-11\|70.06\|0.23\|69.80\|71.20\|68.56\|998587;2026-05-12\|68.09\|-2.81\|70.12\|70.15\|67.38\|828540;2026-05-13\|68.50\|0.60\|68.00\|68.83\|67.33\|609976;2026-05-14\|65.30\|-4.35\|68.90\|69.03\|65.28\|772410;2026-05-15\|65.78\|0.74\|65.30\|67.73\|64.51\|755181;2026-05-18\|65.13\|-0.99\|64.74\|65.88\|63.70\|570280;2026-05-19\|65.50\|0.57\|64.90\|65.76\|63.82\|538864;2026-05-20\|66.56\|1.62\|65.00\|67.56\|64.60\|799230;2026-05-21\|63.95\|-3.92\|66.56\|67.27\|63.88\|741945;2026-05-22\|64.38\|0.67\|64.60\|64.84\|63.50\|451875;2026-05-25\|63.21\|-1.82\|64.38\|64.66\|62.50\|557032;2026-05-26\|63.36\|0.24\|63.08\|64.44\|62.62\|485751;2026-05-27\|64.73\|2.16\|63.80\|66.45\|63.80\|867665;2026-05-28\|65.84\|1.71\|65.00\|66.09\|63.09\|701994;2026-05-29\|63.68\|-3.28\|65.80\|66.06\|63.38\|642340;2026-06-01\|64.99\|2.06\|64.50\|66.91\|64.46\|697228;2026-06-02\|65.48\|0.75\|64.80\|65.80\|63.40\|634006;2026-06-03\|62.98\|-3.82\|64.83\|64.83\|62.73\|714939;2026-06-04\|59.66\|-5.27\|62.00\|62.00\|59.51\|795297;2026-06-05\|58.23\|-2.40\|59.42\|60.19\|58.00\|598811;2026-06-08\|54.33\|-6.70\|56.25\|56.98\|53.92\|675927;2026-06-09\|56.86\|4.66\|55.80\|57.12\|55.13\|559750;2026-06-10\|55.36\|-2.64\|56.48\|57.14\|54.80\|378357;2026-06-11\|55.10\|-0.47\|55.36\|56.31\|54.10\|459264;2026-06-12\|57.67\|4.66\|55.51\|58.63\|55.30\|741616;2026-06-15\|58.77\|1.91\|58.45\|58.87\|57.52\|500828;2026-06-16\|66.88\|13.80\|66.66\|67.50\|63.87\|1665408;2026-06-17\|67.54\|0.99\|66.50\|67.78\|65.85\|1362640;2026-06-18\|66.66\|-1.30\|66.63\|68.80\|65.64\|1076571;2026-06-22\|70.23\|5.36\|66.00\|70.44\|64.67\|1495966;2026-06-23\|67.28\|-4.20\|69.99\|69.99\|67.07\|969543;2026-06-24\|67.45\|0.25\|67.00\|68.46\|65.80\|818658;2026-06-25\|66.81\|-0.95\|66.58\|67.37\|65.69\|765398;2026-06-26\|62.21\|-6.89\|67.00\|67.53\|62.10\|926411;2026-06-29\|64.60\|3.84\|62.00\|65.58\|60.52\|903443;2026-06-30\|65.03\|0.67\|64.50\|65.47\|63.63\|609727;2026-07-01\|63.25\|-2.74\|64.60\|64.65\|61.38\|848630;2026-07-02\|61.27\|-3.13\|62.35\|63.78\|61.21\|588939;2026-07-03\|61.16\|-0.18\|62.00\|62.28\|61.02\|446030;2026-07-06\|59.37\|-2.93\|60.60\|61.95\|59.24\|498183;2026-07-07\|58.49\|-1.48\|59.44\|60.59\|58.28\|418586;2026-07-08\|56.08\|-4.12\|58.40\|58.59\|56.00\|469260;2026-07-09\|56.89\|1.44\|56.00\|57.07\|54.10\|545404;2026-07-10\|54.94\|-3.43\|56.47\|56.94\|54.86\|511188;2026-07-13\|51.74\|-5.82\|54.50\|54.87\|51.50\|600693;2026-07-14\|52.26\|1.00\|51.79\|52.42\|50.33\|465815;2026-07-15\|52.28\|0.04\|52.35\|53.82\|52.02\|403277;2026-07-16\|51.61\|-1.28\|52.00\|52.85\|50.81\|342841;2026-07-17\|51.67\|0.12\|51.59\|52.60\|50.80\|558348;2026-07-20\|50.95\|-1.39\|50.80\|52.43\|49.40\|564613;2026-07-21\|54.21\|6.40\|51.20\|54.22\|51.14\|767452;2026-07-22\|53.00\|-2.23\|53.73\|53.95\|52.60\|478796;2026-07-23\|55.31\|4.36\|52.70\|55.41\|52.41\|606026;2026-07-24\|53.96\|-2.44\|54.00\|55.59\|53.90\|444472;2026-07-27\|55.11\|2.13\|55.00\|56.13\|54.45\|497007;2026-07-28\|54.08\|-1.87\|54.08\|55.38\|53.90\|331463;2026-07-29\|53.22\|-1.59\|54.14\|54.33\|51.60\|565293;2026-07-30\|54.22\|1.88\|52.50\|54.88\|52.50\|536165;2026-07-31\|54.26\|0.07\|54.22\|55.15\|53.80\|413721;2026-08-03\|54.51\|0.46\|54.00\|54.90\|53.28\|312914;2026-08-04\|54.94\|0.79\|54.68\|55.23\|54.25\|347832;2026-08-05\|55.81\|1.58\|54.94\|56.00\|54.81\|459042;2026-08-06\|54.13\|-3.01\|55.49\|55.89\|53.65\|504542;2026-08-07\|54.94\|1.50\|53.97\|55.18\|53.11\|450801;2026-08-10\|55.22\|0.51\|54.92\|55.75\|54.31\|398558;2026-08-11\|56.05\|1.50\|55.40\|56.97\|55.02\|542512;2026-08-12\|56.53\|0.86\|55.80\|57.33\|55.70\|421085;2026-08-13\|55.88\|-1.15\|56.25\|56.95\|55.78\|382854;2026-08-14\|56.44\|1.00\|56.28\|57.88\|56.00\|462093;2026-08-17\|57.20\|1.35\|56.32\|57.25\|55.80\|366651;2026-08-18\|56.66\|-0.94\|57.00\|57.39\|56.17\|270261;2026-08-19\|55.40\|-2.22\|56.00\|56.63\|55.21\|361355;2026-08-20\|55.06\|-0.61\|56.20\|57.81\|54.88\|412378;2026-08-21\|55.79\|1.33\|55.30\|57.05\|54.53\|429659;2026-08-24\|55.82\|0.05\|55.42\|56.95\|55.42\|373633;2026-08-25\|54.57\|-2.24\|55.27\|55.27\|53.96\|322126;2026-08-26\|55.90\|2.44\|54.55\|56.50\|54.03\|370015;2026-08-27\|55.47\|-0.77\|55.70\|55.80\|54.36\|319806;2026-08-28\|54.32\|-2.07\|55.10\|55.26\|54.28\|268702;2026-08-31\|52.76\|-2.87\|53.99\|53.99\|52.26\|362098;2026-09-01\|52.50\|-0.49\|52.80\|53.07\|52.36\|221983;2026-09-02\|51.05\|-2.76\|52.05\|52.05\|50.91\|264246;2026-09-03\|51.15\|0.20\|51.27\|51.58\|50.96\|174512;2026-09-04\|51.04\|-0.22\|51.40\|51.98\|50.82\|201309;2026-09-07\|50.97\|-0.14\|51.34\|51.56\|50.83\|206948;2026-09-08\|50.70\|-0.53\|51.27\|51.29\|50.46\|237663;2026-09-09\|50.24\|-0.91\|50.48\|50.69\|49.84\|235466;2026-09-10\|49.87\|-0.74\|50.05\|50.13\|49.42\|181613;2026-09-11\|48.60\|-2.55\|49.38\|49.38\|47.81\|327473;2026-09-14\|49.30\|1.44\|48.36\|49.59\|48.25\|256733
116094	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	一季报大增+固态电池+电解液龙头行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月28日公告，公司2026Q1营收66.73亿元、归母净利16.54亿元，分别同比增长91.3%、1005.8%，盈利高增主因六氟磷酸锂涨价及溶剂添加剂贡献。 2、据2026年3月10日年报，公司已切入固态电池供应链，百吨级硫化物固态电解质中试线目标能量密度300-350 Wh/kg，三季度投产后形成“液态+固态”双轮驱动。 3、据2026年3月10日年报，公司电解液销量全球前二，纵向配套六氟磷酸锂、添加剂等原料，横向布局电池回收、钠离子材料，构建“原料-生产-回收-再生”绿色闭环。	公司为锂电池电解液和正极材料磷酸铁锂龙头，半固态电解质及氧化物与硫化物全固态电解质均在小试到中试阶段，一季度净利润同比增长超10倍	2026-05-11\|59.56\|1.97\|58.20\|60.43\|57.61\|1277936;2026-05-12\|58.59\|-1.63\|59.24\|59.80\|56.05\|1391916;2026-05-13\|57.92\|-1.14\|57.73\|58.48\|57.02\|977250;2026-05-14\|55.51\|-4.16\|57.90\|59.00\|55.51\|1105275;2026-05-15\|57.54\|3.66\|55.89\|58.80\|55.89\|1346612;2026-05-18\|55.97\|-2.73\|56.22\|57.27\|54.50\|997328;2026-05-19\|54.44\|-2.73\|55.66\|55.89\|53.15\|963140;2026-05-20\|58.00\|6.54\|54.88\|59.20\|54.00\|1383087;2026-05-21\|57.71\|-0.50\|58.02\|60.40\|57.22\|1551109;2026-05-22\|58.08\|0.64\|57.71\|58.89\|55.81\|1109625;2026-05-25\|53.07\|-8.63\|57.40\|57.70\|52.27\|1641858;2026-05-26\|51.99\|-2.04\|51.95\|53.44\|51.40\|951093;2026-05-27\|53.46\|2.83\|52.66\|55.17\|52.66\|1070951;2026-05-28\|51.89\|-2.94\|52.89\|53.99\|50.30\|900938;2026-05-29\|52.03\|0.27\|51.60\|53.87\|50.61\|1044787;2026-06-01\|51.73\|-0.58\|52.08\|54.20\|51.51\|815409;2026-06-02\|52.11\|0.73\|52.99\|53.28\|50.84\|669399;2026-06-03\|51.30\|-1.55\|51.45\|52.19\|50.86\|678164;2026-06-04\|49.40\|-3.70\|50.40\|50.46\|49.18\|910766;2026-06-05\|48.62\|-1.58\|49.17\|50.44\|48.29\|838730;2026-06-08\|46.91\|-3.52\|47.51\|48.96\|46.05\|763592;2026-06-09\|47.97\|2.26\|47.71\|48.47\|46.00\|792746;2026-06-10\|46.90\|-2.23\|47.39\|48.19\|46.50\|602414;2026-06-11\|48.46\|3.33\|47.00\|49.40\|46.38\|1054956;2026-06-12\|49.64\|2.44\|48.60\|50.61\|47.88\|1233564;2026-06-15\|49.02\|-1.25\|50.00\|50.31\|48.57\|1089187;2026-06-16\|52.28\|6.65\|49.35\|52.65\|48.47\|1416885;2026-06-17\|52.85\|1.09\|51.75\|53.38\|51.51\|1148586;2026-06-18\|51.61\|-2.35\|52.50\|53.85\|51.14\|1063716;2026-06-22\|55.92\|8.35\|50.50\|56.60\|49.09\|1736644;2026-06-23\|54.04\|-3.36\|55.61\|56.10\|53.88\|1184383;2026-06-24\|56.34\|4.26\|54.02\|56.91\|52.65\|1276910;2026-06-25\|55.20\|-2.02\|55.71\|56.48\|55.00\|943238;2026-06-26\|50.01\|-9.40\|55.21\|55.95\|49.96\|1141344;2026-06-29\|50.91\|1.80\|50.48\|52.22\|49.16\|912697;2026-06-30\|51.43\|1.02\|50.50\|52.45\|50.31\|882108;2026-07-01\|54.47\|5.91\|51.99\|54.87\|49.50\|1544001;2026-07-02\|54.84\|0.68\|53.39\|56.80\|53.07\|1433236;2026-07-03\|54.04\|-1.46\|54.84\|55.38\|53.08\|955742;2026-07-06\|49.00\|-9.33\|52.20\|52.79\|48.64\|1131467;2026-07-07\|49.54\|1.10\|48.81\|50.25\|48.50\|582920;2026-07-08\|44.59\|-9.99\|48.81\|49.07\|44.59\|1012816;2026-07-09\|41.46\|-7.02\|44.08\|44.50\|40.13\|1501609;2026-07-10\|40.06\|-3.38\|43.54\|44.34\|39.90\|1354285;2026-07-13\|37.19\|-7.16\|39.28\|39.49\|37.01\|1064243;2026-07-14\|38.17\|2.64\|37.19\|38.40\|36.39\|788641;2026-07-15\|37.55\|-1.62\|38.31\|38.93\|37.45\|630551;2026-07-16\|36.61\|-2.50\|37.20\|37.73\|36.33\|561585;2026-07-17\|35.62\|-2.70\|36.40\|36.98\|35.15\|696665;2026-07-20\|33.41\|-6.20\|35.56\|35.67\|32.60\|888297;2026-07-21\|36.09\|8.02\|33.79\|36.14\|33.20\|912353;2026-07-22\|35.26\|-2.30\|35.95\|36.88\|35.09\|692531;2026-07-23\|37.44\|6.18\|35.41\|37.48\|35.18\|856684;2026-07-24\|36.83\|-1.63\|36.92\|38.85\|36.82\|923305;2026-07-27\|38.29\|3.96\|37.45\|38.68\|37.03\|787668;2026-07-28\|37.29\|-2.61\|37.68\|38.88\|37.05\|690899;2026-07-29\|36.79\|-1.34\|37.05\|37.93\|34.75\|798269;2026-07-30\|35.68\|-3.02\|36.77\|37.10\|35.52\|594544;2026-07-31\|35.74\|0.17\|36.48\|37.50\|35.74\|713156;2026-08-03\|35.94\|0.56\|35.75\|36.37\|34.89\|452121;2026-08-04\|37.11\|3.26\|35.98\|37.26\|35.94\|534242;2026-08-05\|39.05\|5.23\|37.12\|39.07\|37.12\|811056;2026-08-06\|39.25\|0.51\|39.06\|39.35\|38.35\|784136;2026-08-07\|39.33\|0.20\|39.26\|39.53\|38.20\|753315;2026-08-10\|39.62\|0.74\|39.32\|39.86\|38.91\|642808;2026-08-11\|39.48\|-0.35\|39.50\|40.20\|39.04\|585966;2026-08-12\|39.46\|-0.05\|39.39\|40.38\|39.25\|565944;2026-08-13\|38.81\|-1.65\|39.50\|39.85\|38.81\|584557;2026-08-14\|39.47\|1.70\|38.81\|40.39\|38.81\|638523;2026-08-17\|40.04\|1.44\|39.48\|40.08\|38.90\|506948;2026-08-18\|39.17\|-2.17\|40.05\|40.48\|39.02\|534325;2026-08-19\|37.97\|-3.06\|38.15\|39.67\|37.80\|593158;2026-08-20\|37.08\|-2.34\|38.19\|38.38\|36.89\|504670;2026-08-21\|37.96\|2.37\|37.25\|38.93\|36.15\|710276;2026-08-24\|37.48\|-1.26\|38.30\|39.10\|37.20\|577280;2026-08-25\|36.40\|-2.88\|37.00\|37.14\|35.50\|556625;2026-08-26\|36.78\|1.04\|36.43\|37.22\|36.11\|417934;2026-08-27\|37.27\|1.33\|36.56\|37.36\|36.00\|476519;2026-08-28\|37.15\|-0.32\|37.20\|37.47\|36.80\|441243;2026-08-31\|36.44\|-1.91\|37.06\|37.06\|35.66\|547142;2026-09-01\|35.61\|-2.28\|36.53\|36.89\|35.60\|426728;2026-09-02\|34.44\|-3.29\|35.20\|35.23\|34.14\|459601;2026-09-03\|34.60\|0.76\|34.94\|35.01\|34.31\|268970;2026-09-04\|33.83\|-2.23\|34.68\|34.88\|33.62\|377264;2026-09-07\|34.00\|0.50\|33.83\|34.13\|33.50\|302773;2026-09-08\|33.67\|-0.97\|34.00\|34.12\|33.50\|321496;2026-09-09\|33.66\|-0.03\|33.54\|33.86\|33.27\|312944;2026-09-10\|33.15\|-1.52\|33.48\|33.48\|32.98\|263352;2026-09-11\|32.31\|-2.53\|32.70\|32.71\|31.68\|404935;2026-09-14\|33.04\|2.26\|32.00\|33.63\|31.94\|399927
116093	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：海顺新材6月22日涨停，受益于动力及储能电池铝塑膜认证加速通过，固态电池封装材料布局取得实质性进展。；涨停缘由：铝塑膜已批量供货3C电池，并获宁德时代、比亚迪等头部电池厂动力/储能认证；固态电池封装材料中试线投产，适配硫化物/氧化物体系；磷酸铁锂价格翻倍带动下游扩产意愿强烈。；资金逻辑：主力资金快速抢筹，叠加锂电池板块整体回暖，资金聚焦具备技术突破与产能爬坡确定性的二线材料标的，量价配合良好。；风险提示：铝塑膜良率与一致性仍与进口产品存在差距；固态电池产业化进度慢于预期将延缓材料放量；客户集中度较高带来议价压力。	公司铝塑膜已批量供货3C电池并加速获取动力及储能电池认证，明确布局固态电池封装材料	2026-05-11\|14.79\|3.64\|14.19\|15.09\|13.86\|135258;2026-05-12\|15.03\|1.62\|14.78\|15.36\|14.45\|111865;2026-05-13\|14.81\|-1.46\|15.02\|15.60\|14.64\|140082;2026-05-14\|14.73\|-0.54\|14.95\|15.20\|14.40\|97626;2026-05-15\|14.61\|-0.81\|14.68\|14.99\|14.42\|68463;2026-05-18\|15.12\|3.49\|14.60\|15.18\|14.20\|119938;2026-05-19\|15.71\|3.90\|15.09\|16.06\|14.97\|131339;2026-05-20\|14.77\|-5.98\|15.55\|15.78\|14.24\|141906;2026-05-21\|14.59\|-1.22\|14.75\|15.29\|14.52\|107616;2026-05-22\|14.66\|0.48\|14.74\|15.14\|14.51\|79089;2026-05-25\|13.97\|-4.71\|14.62\|14.96\|13.79\|121960;2026-05-26\|13.82\|-1.07\|13.92\|14.28\|13.78\|64406;2026-05-27\|14.02\|1.45\|13.85\|14.15\|13.41\|76523;2026-05-28\|14.42\|2.85\|13.79\|14.88\|13.79\|84051;2026-05-29\|13.83\|-4.09\|14.42\|14.65\|13.61\|59163;2026-06-01\|13.87\|0.29\|13.76\|14.07\|13.60\|41985;2026-06-02\|13.13\|-5.34\|13.87\|13.99\|12.84\|65150;2026-06-03\|13.17\|0.30\|13.26\|13.36\|12.97\|43043;2026-06-04\|12.60\|-4.33\|13.07\|13.14\|12.58\|53554;2026-06-05\|12.79\|1.51\|12.64\|13.09\|12.02\|78944;2026-06-08\|13.26\|3.67\|12.78\|13.63\|12.23\|78853;2026-06-09\|12.92\|-2.56\|13.39\|13.39\|12.65\|50824;2026-06-10\|13.03\|0.85\|13.00\|13.24\|12.66\|39262;2026-06-11\|13.01\|-0.15\|12.90\|13.06\|12.73\|31086;2026-06-12\|13.09\|0.61\|13.08\|13.28\|12.90\|35777;2026-06-15\|13.27\|1.38\|13.09\|13.39\|13.06\|47581;2026-06-16\|12.86\|-3.09\|13.17\|13.30\|12.57\|44554;2026-06-17\|12.95\|0.70\|12.86\|13.18\|12.61\|43511;2026-06-18\|13.27\|2.47\|12.81\|13.30\|12.40\|56070;2026-06-22\|14.70\|10.78\|13.22\|14.70\|13.12\|156067;2026-06-23\|14.89\|1.29\|14.63\|15.30\|14.49\|107725;2026-06-24\|14.05\|-5.64\|14.85\|14.85\|13.93\|82828;2026-06-25\|13.28\|-5.48\|13.92\|13.93\|13.02\|72260;2026-06-26\|12.55\|-5.50\|13.21\|13.29\|12.55\|66634;2026-06-29\|12.58\|0.24\|12.50\|13.12\|12.00\|60548;2026-06-30\|12.70\|0.95\|12.47\|12.77\|12.33\|44688;2026-07-01\|12.75\|0.39\|12.70\|12.92\|12.49\|35196;2026-07-02\|13.03\|2.20\|12.75\|13.56\|12.55\|59090;2026-07-03\|13.68\|4.99\|13.23\|13.88\|12.96\|58506;2026-07-06\|12.89\|-5.77\|13.74\|13.99\|12.85\|69002;2026-07-07\|12.56\|-2.56\|12.97\|13.53\|12.42\|52596;2026-07-08\|12.75\|1.51\|12.49\|12.81\|12.20\|41027;2026-07-09\|12.33\|-3.29\|12.81\|12.96\|12.07\|35285;2026-07-10\|12.19\|-1.14\|12.10\|12.51\|12.09\|43659;2026-07-13\|11.57\|-5.09\|12.20\|12.26\|11.53\|44458;2026-07-14\|11.67\|0.86\|11.57\|11.77\|11.37\|22973;2026-07-15\|11.48\|-1.63\|11.62\|11.87\|11.27\|27125;2026-07-16\|11.37\|-0.96\|11.40\|11.76\|11.27\|24579;2026-07-17\|10.71\|-5.80\|11.37\|11.54\|10.71\|41633;2026-07-20\|9.96\|-7.00\|10.90\|10.93\|9.88\|50741;2026-07-21\|9.70\|-2.61\|10.03\|10.11\|9.11\|65504;2026-07-22\|9.78\|0.82\|9.68\|9.87\|9.52\|40369;2026-07-23\|9.71\|-0.72\|9.78\|9.88\|9.40\|35382;2026-07-24\|9.57\|-1.44\|9.80\|9.93\|9.52\|26164;2026-07-27\|9.74\|1.78\|9.63\|9.83\|9.46\|27582;2026-07-28\|9.50\|-2.46\|9.70\|9.95\|9.41\|31339;2026-07-29\|9.51\|0.11\|9.45\|9.67\|9.26\|37742;2026-07-30\|8.99\|-5.47\|9.51\|9.63\|8.98\|38351;2026-07-31\|9.70\|7.90\|9.26\|10.26\|9.13\|96394;2026-08-03\|9.90\|2.06\|9.95\|9.98\|9.62\|45882;2026-08-04\|10.08\|1.82\|9.99\|10.28\|9.74\|41408;2026-08-05\|10.17\|0.89\|10.08\|10.29\|10.04\|40860;2026-08-06\|10.24\|0.69\|10.16\|10.33\|10.08\|33926;2026-08-07\|10.22\|-0.20\|10.31\|10.31\|9.96\|34593;2026-08-10\|10.28\|0.59\|10.26\|10.29\|10.00\|35263;2026-08-11\|10.38\|0.97\|10.27\|10.50\|10.09\|31508;2026-08-12\|10.59\|2.02\|10.40\|10.68\|10.40\|35839;2026-08-13\|10.31\|-2.64\|10.67\|10.77\|10.25\|30859;2026-08-14\|10.21\|-0.97\|10.33\|10.44\|10.11\|26010;2026-08-17\|10.39\|1.76\|10.33\|10.44\|10.20\|27842;2026-08-18\|10.18\|-2.02\|10.31\|10.43\|10.06\|25422;2026-08-19\|9.82\|-3.54\|10.08\|10.14\|9.80\|34097;2026-08-20\|10.10\|2.85\|9.91\|10.25\|9.91\|34560;2026-08-21\|10.14\|0.40\|10.01\|10.20\|9.83\|24357;2026-08-24\|9.65\|-4.83\|10.08\|10.14\|9.51\|60131;2026-08-25\|9.96\|3.21\|9.62\|10.00\|9.59\|47336;2026-08-26\|10.00\|0.40\|9.98\|10.15\|9.88\|30923;2026-08-27\|10.07\|0.70\|10.00\|10.21\|9.90\|38787;2026-08-28\|10.03\|-0.40\|10.00\|10.25\|9.96\|31131;2026-08-31\|10.50\|4.69\|9.90\|10.65\|9.88\|60449;2026-09-01\|10.32\|-1.71\|10.50\|10.59\|10.20\|36107;2026-09-02\|10.40\|0.78\|10.25\|10.49\|10.06\|39135;2026-09-03\|10.12\|-2.69\|10.47\|10.81\|10.10\|54264;2026-09-04\|9.98\|-1.38\|10.23\|10.41\|9.96\|48142;2026-09-07\|9.98\|0.00\|10.04\|10.20\|9.93\|28318;2026-09-08\|9.91\|-0.70\|9.98\|10.05\|9.86\|36449;2026-09-09\|9.81\|-1.01\|9.92\|9.98\|9.76\|28452;2026-09-10\|9.59\|-2.24\|9.71\|9.77\|9.56\|26083;2026-09-11\|9.38\|-2.19\|9.45\|9.60\|9.13\|32330;2026-09-14\|9.30\|-0.85\|9.26\|9.48\|9.19\|31627
116092	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	超纯水+存储芯片+盐湖提锂+生命科学行业原因：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4月23日年报，公司为国内领先的存储芯片制造商稳定供应电子级超纯水树脂，产品在多条产线实现常态化应用，进一步巩固了电子级超纯水领域的竞争优势。 2、据2026年4月23日年报，公司盐湖提锂重点项目国能矿业结则茶卡3300吨产线试运行成功，工艺能耗及产品指标均符合设计要求；据2026年5月20日互动易，2026年一季度提锂大项目确认收入2800万元。 3、据2026年5月20日互动易，公司固相合成载体全球市占率约80%，深度绑定默克、诺和诺德等国际巨头；2026年生命科学领域小核酸载体、多肽载体产品依然具备良好市场地位，预计该业务板块将保持良好增长。	1、国内吸附树脂龙头，专注吸附分离材料，年产树脂1.5万吨，提供吸附分离装置百余套；设备可用于盐湖提锂；藏格项目已完成8条线的运行调试并取得客户验收确认； 2、多肽减肥药点燃固相合成载体市场，其中固相合成载体是关键耗材，公司是国内最大供应商	2026-05-11\|63.16\|-2.21\|64.59\|64.94\|63.02\|45118;2026-05-12\|62.86\|-0.47\|63.20\|63.60\|62.00\|35579;2026-05-13\|63.18\|0.51\|62.90\|63.81\|62.35\|36669;2026-05-14\|61.67\|-2.39\|63.20\|63.97\|61.40\|51813;2026-05-15\|60.48\|-1.93\|62.24\|62.40\|59.89\|47425;2026-05-18\|60.00\|-0.79\|60.10\|60.70\|58.50\|37006;2026-05-19\|60.25\|0.42\|59.86\|60.98\|59.00\|28129;2026-05-20\|62.03\|2.95\|60.01\|62.72\|59.60\|43070;2026-05-21\|60.27\|-2.84\|61.68\|63.34\|60.27\|45926;2026-05-22\|60.95\|1.13\|60.88\|61.28\|59.88\|31621;2026-05-25\|60.30\|-1.07\|60.95\|61.17\|59.20\|30042;2026-05-26\|60.35\|0.08\|60.29\|61.65\|59.63\|36696;2026-05-27\|59.87\|-0.80\|61.01\|61.77\|59.46\|36803;2026-05-28\|61.15\|2.14\|59.80\|61.79\|58.53\|50876;2026-05-29\|59.99\|-1.90\|61.73\|62.28\|59.66\|47321;2026-06-01\|58.98\|-1.68\|60.05\|60.46\|58.55\|36211;2026-06-02\|56.86\|-3.59\|59.05\|59.19\|56.77\|51232;2026-06-03\|56.03\|-1.46\|56.78\|58.25\|54.80\|64181;2026-06-04\|54.77\|-2.25\|55.52\|56.03\|54.32\|36789;2026-06-05\|53.76\|-1.84\|54.99\|54.99\|52.40\|54539;2026-06-08\|49.46\|-8.00\|52.33\|53.37\|49.18\|93691;2026-06-09\|52.55\|6.25\|50.35\|52.73\|48.39\|103323;2026-06-10\|51.12\|-2.72\|52.20\|52.20\|50.48\|46385;2026-06-11\|52.45\|2.60\|50.50\|54.20\|50.35\|90249;2026-06-12\|53.32\|1.66\|53.38\|54.40\|52.61\|67025;2026-06-15\|54.58\|2.36\|53.64\|55.55\|53.33\|66480;2026-06-16\|55.72\|2.09\|55.01\|56.65\|53.80\|62660;2026-06-17\|55.65\|-0.13\|55.16\|56.98\|55.07\|46424;2026-06-18\|55.56\|-0.16\|55.40\|56.70\|54.54\|51054;2026-06-22\|62.00\|11.59\|55.40\|63.28\|53.55\|146178;2026-06-23\|58.50\|-5.65\|61.65\|63.20\|58.00\|105590;2026-06-24\|60.60\|3.59\|58.38\|61.05\|58.15\|94508;2026-06-25\|60.15\|-0.74\|60.59\|62.50\|60.00\|81586;2026-06-26\|56.29\|-6.42\|60.82\|60.85\|56.00\|88849;2026-06-29\|56.80\|0.91\|56.29\|57.00\|54.82\|77114;2026-06-30\|58.85\|3.61\|56.75\|59.58\|55.91\|101609;2026-07-01\|70.62\|20.00\|62.40\|70.62\|61.66\|196774;2026-07-02\|67.67\|-4.18\|69.00\|72.94\|67.05\|265564;2026-07-03\|74.58\|10.49\|69.81\|76.76\|68.30\|229136;2026-07-06\|72.20\|-3.19\|75.07\|75.47\|71.28\|148461;2026-07-07\|69.55\|-3.67\|72.39\|73.40\|68.70\|104823;2026-07-08\|67.40\|-3.09\|70.79\|72.09\|66.78\|89985;2026-07-09\|70.98\|5.31\|68.01\|72.38\|66.74\|131257;2026-07-10\|80.89\|13.96\|75.01\|85.17\|74.35\|290244;2026-07-13\|80.08\|-1.00\|77.30\|84.93\|77.30\|324719;2026-07-14\|74.00\|-7.59\|78.36\|78.49\|70.68\|262781;2026-07-15\|72.84\|-1.57\|74.00\|75.50\|71.80\|164591;2026-07-16\|71.90\|-1.29\|72.58\|75.33\|70.00\|164883;2026-07-17\|64.52\|-10.26\|70.53\|71.82\|64.52\|194717;2026-07-20\|64.80\|0.43\|65.82\|66.39\|60.01\|209196;2026-07-21\|65.13\|0.51\|65.55\|67.30\|60.63\|183640;2026-07-22\|65.77\|0.98\|64.35\|67.13\|62.35\|127058;2026-07-23\|63.49\|-3.47\|65.00\|65.99\|62.70\|93998;2026-07-24\|61.60\|-2.98\|62.47\|64.26\|61.08\|100343;2026-07-27\|63.53\|3.13\|61.32\|63.60\|60.22\|90219;2026-07-28\|60.34\|-5.02\|62.45\|62.89\|60.06\|78542;2026-07-29\|59.35\|-1.64\|60.39\|61.11\|57.04\|121525;2026-07-30\|56.04\|-5.58\|58.84\|59.25\|55.70\|101407;2026-07-31\|58.57\|4.51\|58.60\|60.80\|57.91\|102374;2026-08-03\|56.45\|-3.62\|58.36\|58.56\|56.16\|52497;2026-08-04\|63.42\|12.35\|56.93\|64.43\|56.51\|126131;2026-08-05\|64.08\|1.04\|62.78\|65.05\|62.19\|76934;2026-08-06\|64.55\|0.73\|63.76\|66.30\|63.56\|60623;2026-08-07\|68.71\|6.44\|64.35\|69.18\|63.72\|97021;2026-08-10\|69.79\|1.57\|69.98\|71.07\|68.60\|76514;2026-08-11\|67.74\|-2.94\|69.51\|69.52\|67.21\|71405;2026-08-12\|67.30\|-0.65\|67.40\|68.31\|66.85\|64664;2026-08-13\|66.58\|-1.07\|67.98\|68.87\|66.41\|66015;2026-08-14\|66.70\|0.18\|66.50\|68.30\|65.91\|38441;2026-08-17\|69.91\|4.81\|66.91\|70.12\|66.81\|71509;2026-08-18\|68.86\|-1.50\|69.46\|69.90\|68.06\|45571;2026-08-19\|64.68\|-6.07\|67.50\|68.36\|64.30\|56171;2026-08-20\|69.96\|8.16\|66.50\|72.34\|66.50\|148679;2026-08-21\|66.89\|-4.39\|69.05\|69.67\|66.03\|96873;2026-08-24\|63.24\|-5.46\|66.89\|67.10\|62.43\|64127;2026-08-25\|62.63\|-0.96\|62.97\|63.11\|60.11\|52724;2026-08-26\|62.38\|-0.40\|62.70\|64.01\|62.10\|35229;2026-08-27\|63.50\|1.80\|62.60\|63.75\|62.20\|36752;2026-08-28\|63.19\|-0.49\|63.16\|64.50\|63.03\|37824;2026-08-31\|62.97\|-0.35\|62.40\|63.43\|61.50\|39593;2026-09-01\|60.79\|-3.46\|63.00\|63.59\|60.41\|38542;2026-09-02\|59.88\|-1.50\|60.19\|60.69\|59.50\|41618;2026-09-03\|62.08\|3.67\|59.84\|62.48\|59.50\|47434;2026-09-04\|61.23\|-1.37\|62.69\|63.80\|60.89\|40351;2026-09-07\|63.02\|2.92\|61.26\|63.55\|60.52\|52838;2026-09-08\|63.00\|-0.03\|63.65\|64.50\|61.85\|41517;2026-09-09\|67.18\|6.63\|63.00\|68.00\|62.11\|98130;2026-09-10\|66.63\|-0.82\|66.61\|67.28\|65.38\|48531;2026-09-11\|65.59\|-1.56\|66.60\|66.60\|64.08\|39411;2026-09-14\|67.17\|2.41\|65.00\|67.83\|64.68\|48513
116091	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：2026年一季度净利润同比大增超13倍，磷酸铁锂出货量增长64.33%，叠加碳酸锂价格突破17万元/吨，正极材料加工费触底回升；涨停缘由：一季报业绩高增长验证行业景气反转；磷酸锰铁锂与三元材料同步放量适配固态电池需求；宜春四矿5月或停产换证强化资源端紧平衡预期；资金逻辑：融资买入连续两日增速超50%，主力资金借年报季集中布局锂电中游；北向资金通过香港中央结算有限公司新进前十大流通股东；风险提示：扣非净利润增速低于营收增速，显示成本压力仍存；存货同比增67.15%，存在减值风险；市净率3.54倍高于行业均值	公司磷酸铁锂、磷酸锰铁锂和三元产品可用于固态电池正极材料；一季度净利润同比增长超13倍	2026-05-11\|98.35\|1.13\|97.30\|100.80\|95.50\|359556;2026-05-12\|100.66\|2.35\|99.67\|100.96\|95.00\|366363;2026-05-13\|98.16\|-2.48\|99.80\|100.44\|96.70\|324583;2026-05-14\|94.35\|-3.88\|98.16\|100.43\|94.17\|322875;2026-05-15\|95.48\|1.20\|94.39\|97.88\|93.39\|330259;2026-05-18\|93.18\|-2.41\|93.28\|95.49\|91.00\|272735;2026-05-19\|90.84\|-2.51\|92.80\|93.35\|88.78\|263543;2026-05-20\|94.79\|4.35\|90.35\|96.32\|89.50\|326802;2026-05-21\|91.42\|-3.56\|94.80\|96.98\|91.30\|294944;2026-05-22\|91.18\|-0.26\|91.10\|92.45\|89.53\|241704;2026-05-25\|87.80\|-3.71\|90.90\|91.18\|84.70\|350258;2026-05-26\|87.46\|-0.39\|87.43\|88.92\|85.51\|212534;2026-05-27\|87.79\|0.38\|88.25\|90.99\|86.83\|235870;2026-05-28\|87.05\|-0.43\|88.51\|90.80\|85.70\|186841;2026-05-29\|88.41\|1.56\|87.05\|90.25\|84.36\|308299;2026-06-01\|85.07\|-3.78\|87.00\|88.84\|84.96\|242083;2026-06-02\|83.98\|-1.28\|86.00\|86.07\|81.56\|215083;2026-06-03\|82.72\|-1.50\|83.01\|83.85\|81.60\|168142;2026-06-04\|74.35\|-10.12\|74.45\|76.49\|74.00\|415824;2026-06-05\|72.32\|-2.73\|74.35\|75.09\|71.11\|293148;2026-06-08\|68.65\|-5.07\|71.55\|72.94\|67.37\|236892;2026-06-09\|69.64\|1.44\|69.30\|70.28\|66.87\|215012;2026-06-10\|68.05\|-2.28\|69.30\|70.98\|67.31\|154743;2026-06-11\|68.87\|1.21\|68.28\|71.41\|66.86\|226161;2026-06-12\|72.66\|5.50\|70.17\|73.64\|68.60\|315805;2026-06-15\|72.64\|-0.03\|73.15\|74.36\|70.71\|276729;2026-06-16\|75.10\|3.39\|74.10\|77.17\|73.02\|334985;2026-06-17\|75.65\|0.73\|75.99\|76.20\|74.30\|210200;2026-06-18\|76.08\|0.57\|74.65\|77.95\|74.18\|242710;2026-06-22\|85.86\|12.85\|78.60\|86.66\|76.50\|427989;2026-06-23\|83.92\|-2.26\|85.86\|88.00\|83.68\|386990;2026-06-24\|84.85\|1.11\|83.00\|85.48\|79.12\|362660;2026-06-25\|82.30\|-3.01\|83.53\|84.70\|81.10\|284883;2026-06-26\|75.80\|-7.90\|82.00\|83.58\|75.68\|318698;2026-06-29\|74.99\|-1.07\|74.54\|76.08\|71.80\|290480;2026-06-30\|75.87\|1.17\|74.66\|76.80\|73.10\|246896;2026-07-01\|76.80\|1.23\|75.11\|78.87\|72.00\|314421;2026-07-02\|75.41\|-1.81\|76.00\|78.98\|75.12\|251532;2026-07-03\|73.39\|-2.68\|76.18\|76.80\|73.31\|180442;2026-07-06\|73.38\|-0.01\|73.00\|76.30\|71.74\|173356;2026-07-07\|72.00\|-1.88\|74.47\|74.88\|71.49\|150898;2026-07-08\|67.55\|-6.18\|71.64\|72.29\|67.50\|201705;2026-07-09\|65.80\|-2.59\|67.49\|67.79\|63.00\|269556;2026-07-10\|63.15\|-4.03\|65.60\|66.59\|63.15\|206850;2026-07-13\|61.54\|-2.55\|62.79\|63.76\|60.88\|172542;2026-07-14\|61.98\|0.71\|61.50\|61.98\|59.72\|152820;2026-07-15\|63.37\|2.24\|62.20\|65.05\|60.50\|236516;2026-07-16\|61.24\|-3.36\|63.00\|63.80\|60.31\|200267;2026-07-17\|59.47\|-2.89\|61.08\|62.44\|58.80\|201235;2026-07-20\|59.90\|0.72\|60.01\|61.20\|58.08\|195499;2026-07-21\|62.26\|3.94\|59.90\|62.97\|59.37\|222403;2026-07-22\|60.58\|-2.70\|61.79\|62.47\|60.12\|170433;2026-07-23\|66.01\|8.96\|60.95\|66.26\|60.78\|297361;2026-07-24\|63.92\|-3.17\|64.66\|67.13\|63.87\|211127;2026-07-27\|65.69\|2.77\|65.20\|66.50\|64.30\|202219;2026-07-28\|63.07\|-3.99\|64.90\|66.98\|62.88\|168640;2026-07-29\|64.60\|2.43\|63.14\|66.10\|60.95\|193841;2026-07-30\|64.18\|-0.65\|64.30\|65.60\|63.57\|158655;2026-07-31\|63.34\|-1.31\|63.52\|65.46\|63.16\|188063;2026-08-03\|62.80\|-0.85\|62.71\|63.49\|60.57\|120147;2026-08-04\|63.28\|0.76\|62.80\|64.08\|62.65\|122156;2026-08-05\|65.91\|4.16\|63.29\|66.66\|63.08\|185699;2026-08-06\|65.15\|-1.15\|65.39\|66.08\|64.00\|157193;2026-08-07\|65.16\|0.02\|64.99\|66.40\|63.95\|165801;2026-08-10\|66.75\|2.44\|65.50\|67.50\|65.50\|235830;2026-08-11\|66.64\|-0.16\|66.06\|67.99\|65.40\|187441;2026-08-12\|67.50\|1.29\|66.60\|68.80\|66.50\|187252;2026-08-13\|66.39\|-1.64\|67.00\|67.73\|66.30\|150202;2026-08-14\|68.78\|3.60\|66.53\|70.65\|66.50\|241737;2026-08-17\|72.60\|5.55\|70.34\|72.77\|68.61\|238432;2026-08-18\|70.05\|-3.51\|72.60\|74.20\|69.88\|209316;2026-08-19\|71.50\|2.07\|69.40\|73.19\|69.18\|337249;2026-08-20\|64.96\|-9.15\|70.09\|70.79\|63.77\|431919;2026-08-21\|67.28\|3.57\|65.90\|70.70\|64.10\|325711;2026-08-24\|66.00\|-1.90\|69.66\|69.70\|65.70\|226360;2026-08-25\|62.54\|-5.24\|65.00\|65.65\|61.81\|224854;2026-08-26\|63.40\|1.38\|61.83\|64.73\|61.75\|159313;2026-08-27\|62.48\|-1.45\|61.90\|62.78\|60.59\|266193;2026-08-28\|62.94\|0.74\|62.01\|63.58\|61.52\|179152;2026-08-31\|62.00\|-1.49\|62.56\|62.66\|60.27\|179500;2026-09-01\|60.28\|-2.77\|61.50\|62.10\|60.23\|140309;2026-09-02\|58.20\|-3.45\|59.50\|59.77\|57.62\|149133;2026-09-03\|57.38\|-1.41\|58.80\|58.84\|57.32\|130607;2026-09-04\|55.82\|-2.72\|57.45\|58.14\|55.61\|144154;2026-09-07\|55.30\|-0.93\|55.70\|55.80\|54.86\|117704;2026-09-08\|55.62\|0.58\|55.20\|55.99\|54.45\|116574;2026-09-09\|55.75\|0.23\|55.21\|55.98\|55.00\|105127;2026-09-10\|55.41\|-0.61\|55.44\|55.72\|54.28\|116381;2026-09-11\|53.45\|-3.54\|54.70\|54.80\|52.62\|143040;2026-09-14\|53.95\|0.94\|52.90\|54.68\|52.68\|95567
116090	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	涨停揭秘：科恒股份6月22日涨停，公司富锂锰基正极材料获太蓝新能源车规级全固态电池采用，技术路线验证取得关键进展。；涨停缘由：富锂锰基正极材料已进入太蓝新能源首款车规级全固态锂金属电池供应链；稀土荧光粉受益于Mini/Micro LED扩产，下游显示面板需求回暖；磷酸铁锂价格高位支撑正极材料盈利。；资金逻辑：游资与中小机构联合推动，小市值+题材弹性特征明显，资金博弈固态电池产业化提速预期，量能放大伴随筹码交换充分。；风险提示：富锂锰基材料量产稳定性待验证，客户导入进度存在不确定性；固态电池商业化仍处早期，技术路线尚未完全收敛；稀土价格波动影响荧光粉毛利。	1、太蓝新能源研发的首款车规级全固态锂金属电池中，其正极材料采用了长循环富锂锰基材料；公司富锂锰基正极材料是根据公司客户需求布局研发； 2、公司在稀土发光材料方面，主营产品是三基色荧光粉和LED荧光粉，稀土荧光粉是指在外界能量激发下能发荧光的含稀土元素的无机粉末材料	2026-05-11\|11.59\|1.40\|11.41\|11.65\|11.32\|63430;2026-05-12\|11.24\|-3.02\|11.65\|11.65\|11.18\|60366;2026-05-13\|11.36\|1.07\|11.24\|11.42\|11.12\|47744;2026-05-14\|10.90\|-4.05\|11.36\|11.39\|10.87\|67195;2026-05-15\|10.86\|-0.37\|10.90\|11.12\|10.82\|59891;2026-05-18\|10.83\|-0.28\|10.81\|10.93\|10.57\|57740;2026-05-19\|10.86\|0.28\|10.79\|10.93\|10.57\|61509;2026-05-20\|10.75\|-1.01\|10.83\|10.83\|10.44\|63588;2026-05-21\|10.20\|-5.12\|10.75\|10.97\|10.15\|79297;2026-05-22\|10.52\|3.14\|10.20\|10.66\|9.99\|86555;2026-05-25\|10.08\|-4.18\|10.56\|10.61\|9.95\|81728;2026-05-26\|10.05\|-0.30\|10.00\|10.22\|9.90\|61561;2026-05-27\|9.78\|-2.69\|10.04\|10.18\|9.66\|62426;2026-05-28\|10.28\|5.11\|9.79\|10.31\|9.67\|101615;2026-05-29\|9.63\|-6.32\|10.18\|10.25\|9.56\|73447;2026-06-01\|9.80\|1.77\|9.70\|10.12\|9.57\|77302;2026-06-02\|9.63\|-1.73\|9.69\|9.85\|9.30\|63716;2026-06-03\|9.57\|-0.62\|9.62\|9.91\|9.42\|71387;2026-06-04\|9.50\|-0.73\|9.42\|9.66\|9.33\|61836;2026-06-05\|9.63\|1.37\|9.37\|9.81\|9.23\|85159;2026-06-08\|9.41\|-2.28\|9.45\|9.98\|9.31\|75723;2026-06-09\|9.48\|0.74\|9.50\|9.63\|9.28\|58684;2026-06-10\|9.20\|-2.95\|9.44\|9.64\|9.03\|67386;2026-06-11\|9.32\|1.30\|9.24\|9.63\|9.01\|76347;2026-06-12\|9.43\|1.18\|9.44\|9.65\|9.11\|72246;2026-06-15\|9.37\|-0.64\|9.48\|9.66\|9.29\|56274;2026-06-16\|9.75\|4.06\|9.30\|9.85\|9.23\|90044;2026-06-17\|9.31\|-4.51\|9.69\|9.70\|9.26\|79198;2026-06-18\|9.15\|-1.72\|9.31\|9.35\|9.08\|54972;2026-06-22\|10.52\|14.97\|9.24\|10.75\|8.87\|242304;2026-06-23\|10.15\|-3.52\|10.27\|10.50\|10.09\|132858;2026-06-24\|9.60\|-5.42\|10.10\|10.20\|9.45\|105487;2026-06-25\|8.97\|-6.56\|9.49\|9.50\|8.88\|124681;2026-06-26\|8.60\|-4.12\|8.93\|9.01\|8.59\|88804;2026-06-29\|8.47\|-1.51\|8.54\|8.74\|8.28\|68086;2026-06-30\|8.74\|3.19\|8.40\|8.80\|8.32\|87877;2026-07-01\|8.84\|1.14\|8.74\|8.98\|8.55\|81046;2026-07-02\|8.70\|-1.58\|8.82\|8.91\|8.68\|57361;2026-07-03\|8.67\|-0.34\|8.70\|8.78\|8.52\|55797;2026-07-06\|8.40\|-3.11\|8.61\|8.79\|8.38\|53241;2026-07-07\|8.30\|-1.19\|8.38\|8.57\|8.20\|43588;2026-07-08\|8.06\|-2.89\|8.21\|8.32\|8.01\|45260;2026-07-09\|7.94\|-1.49\|8.05\|8.07\|7.60\|63570;2026-07-10\|8.06\|1.51\|7.72\|8.27\|7.72\|59044;2026-07-13\|7.59\|-5.83\|8.00\|8.09\|7.58\|59404;2026-07-14\|7.83\|3.16\|7.61\|7.85\|7.48\|52856;2026-07-15\|7.88\|0.64\|7.81\|7.98\|7.75\|40911;2026-07-16\|7.90\|0.25\|7.85\|8.06\|7.72\|43340;2026-07-17\|7.65\|-3.16\|7.90\|8.08\|7.58\|56630;2026-07-20\|7.34\|-4.05\|7.64\|7.87\|7.25\|62684;2026-07-21\|7.47\|1.77\|7.36\|7.50\|7.04\|59500;2026-07-22\|7.37\|-1.34\|7.42\|7.63\|7.33\|48829;2026-07-23\|7.72\|4.75\|7.32\|7.74\|7.31\|75502;2026-07-24\|7.54\|-2.33\|7.63\|7.74\|7.44\|54391;2026-07-27\|7.84\|3.98\|7.66\|7.88\|7.54\|67437;2026-07-28\|8.00\|2.04\|7.84\|8.17\|7.71\|81971;2026-07-29\|8.24\|3.00\|8.03\|8.34\|7.93\|90740;2026-07-30\|8.16\|-0.97\|8.16\|8.39\|8.11\|80494;2026-07-31\|8.23\|0.86\|8.28\|8.29\|8.14\|58857;2026-08-03\|8.46\|2.79\|8.23\|8.48\|8.12\|51804;2026-08-04\|8.48\|0.24\|8.50\|8.55\|8.40\|46205;2026-08-05\|8.50\|0.24\|8.53\|8.60\|8.43\|53321;2026-08-06\|8.50\|0.00\|8.55\|8.56\|8.33\|57299;2026-08-07\|8.46\|-0.47\|8.52\|8.53\|8.28\|46683;2026-08-10\|8.67\|2.48\|8.45\|8.78\|8.44\|61509;2026-08-11\|8.60\|-0.81\|8.66\|8.69\|8.51\|43472;2026-08-12\|8.71\|1.28\|8.56\|8.75\|8.56\|35947;2026-08-13\|8.49\|-2.53\|8.67\|8.76\|8.46\|41537;2026-08-14\|8.57\|0.94\|8.51\|8.67\|8.45\|38315;2026-08-17\|8.69\|1.40\|8.64\|8.70\|8.43\|44842;2026-08-18\|8.65\|-0.46\|8.78\|8.80\|8.55\|36526;2026-08-19\|8.35\|-3.47\|8.55\|8.65\|8.34\|36422;2026-08-20\|8.46\|1.32\|8.43\|8.54\|8.34\|34668;2026-08-21\|8.81\|4.14\|8.39\|8.99\|8.31\|134184;2026-08-24\|9.04\|2.61\|8.81\|9.44\|8.76\|169721;2026-08-25\|8.95\|-1.00\|8.80\|9.05\|8.78\|112974;2026-08-26\|9.04\|1.01\|9.07\|9.14\|8.94\|87380;2026-08-27\|8.96\|-0.89\|9.00\|9.00\|8.86\|99543;2026-08-28\|9.01\|0.56\|8.95\|9.05\|8.87\|54805;2026-08-31\|9.01\|0.00\|8.88\|9.07\|8.88\|40758;2026-09-01\|9.18\|1.89\|9.07\|9.20\|8.98\|52914;2026-09-02\|9.14\|-0.44\|9.10\|9.20\|8.98\|45719;2026-09-03\|8.96\|-1.97\|9.25\|9.28\|8.92\|44337;2026-09-04\|8.93\|-0.33\|9.05\|9.09\|8.87\|39483;2026-09-07\|8.96\|0.34\|9.00\|9.01\|8.90\|28968;2026-09-08\|8.99\|0.33\|8.91\|9.03\|8.90\|30091;2026-09-09\|8.88\|-1.22\|8.94\|8.99\|8.83\|29628;2026-09-10\|8.74\|-1.58\|8.82\|8.87\|8.73\|28515;2026-09-11\|8.48\|-2.97\|8.68\|8.68\|8.35\|46944;2026-09-14\|8.60\|1.42\|8.45\|8.65\|8.41\|32550
116089	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	锂盐+四川锂盐项目+钼行业原因：碳酸锂主连午后大涨4%，突破16万元关口。东兴证券6月22日研报指出，锂供应维持刚性特征，预计2026-2028年间全球锂行业或延续供应短缺状态，供需平衡分别为-10/-11/-13万吨LCE。公司原因： 1、据2026年4月28日年报，公司2026年核心战略定位为“以锂为主、以钼为辅的双轮驱动”，计划年内完成锂盐三期项目建设，实现锂盐总产能从4.5万吨/年跃升至6万吨/年以上。 2、据2026年6月6日公告，公司控股子公司四川永杉锂业有限公司拟购买四川南充360.28亩土地使用权，用于建设锂盐项目；据2026年5月9日公告，公司拟于四川南充投资建设锂盐项目，一期建设年产3万吨电池级碳酸锂生产线。 3、据2026年4月28日年报，公司钼业务产能位居国内第一方阵，核心产品为焙烧钼精矿、钼铁，应用于钢铁生产。	公司主要从事电池级碳酸锂和电池级氢氧化锂，已形成年产15000吨电池级氢氧化锂和10000吨电池级碳酸锂的生产能力；一季度净利润同比扭亏为盈	2026-05-11\|24.56\|2.38\|23.00\|25.52\|23.00\|1333453;2026-05-12\|24.08\|-1.95\|24.77\|25.09\|23.07\|1095956;2026-05-13\|23.21\|-3.61\|23.91\|24.46\|22.70\|1044007;2026-05-14\|21.10\|-9.09\|22.69\|23.40\|21.10\|1019461;2026-05-15\|20.60\|-2.37\|21.00\|21.80\|20.30\|908998;2026-05-18\|19.54\|-5.15\|20.23\|20.49\|19.44\|861653;2026-05-19\|18.45\|-5.58\|19.56\|19.62\|18.16\|788209;2026-05-20\|18.80\|1.90\|18.00\|19.48\|17.90\|1103012;2026-05-21\|17.58\|-6.49\|18.70\|19.07\|17.45\|898131;2026-05-22\|17.95\|2.10\|17.72\|17.95\|17.36\|599584;2026-05-25\|17.56\|-2.17\|18.00\|18.25\|17.53\|489693;2026-05-26\|17.41\|-0.85\|17.27\|17.73\|16.91\|481133;2026-05-27\|16.88\|-3.04\|17.29\|17.80\|16.75\|488411;2026-05-28\|17.14\|1.54\|16.95\|17.44\|16.48\|464338;2026-05-29\|17.91\|4.49\|17.30\|18.85\|16.80\|1044056;2026-06-01\|18.93\|5.70\|17.57\|19.26\|17.57\|1205434;2026-06-02\|17.04\|-9.98\|18.13\|18.45\|17.04\|730730;2026-06-03\|16.80\|-1.41\|16.05\|17.32\|15.34\|959528;2026-06-04\|16.33\|-2.80\|16.70\|16.96\|16.27\|723024;2026-06-05\|17.28\|5.82\|16.37\|17.96\|16.10\|950296;2026-06-08\|16.97\|-1.79\|16.60\|17.86\|16.54\|666985;2026-06-09\|18.09\|6.60\|17.16\|18.39\|16.92\|886920;2026-06-10\|17.44\|-3.59\|17.80\|18.29\|17.25\|744966;2026-06-11\|19.18\|9.98\|17.42\|19.18\|17.18\|913833;2026-06-12\|20.45\|6.62\|19.75\|20.83\|19.20\|1580118;2026-06-15\|21.32\|4.25\|20.00\|21.48\|19.99\|1504782;2026-06-16\|20.74\|-2.72\|20.31\|21.71\|20.30\|1139046;2026-06-17\|19.87\|-4.19\|20.70\|20.99\|19.74\|968029;2026-06-18\|19.30\|-2.87\|19.59\|20.27\|18.89\|880865;2026-06-22\|21.23\|10.00\|18.62\|21.23\|18.30\|1146728;2026-06-23\|20.56\|-3.16\|22.06\|22.76\|20.46\|1123229;2026-06-24\|22.62\|10.02\|20.36\|22.62\|20.03\|815097;2026-06-25\|22.74\|0.53\|23.01\|24.21\|22.42\|1190200;2026-06-26\|20.47\|-9.98\|22.90\|23.36\|20.47\|932786;2026-06-29\|21.35\|4.30\|19.99\|22.10\|19.38\|1029717;2026-06-30\|22.48\|5.29\|21.14\|22.82\|20.86\|1080661;2026-07-01\|22.72\|1.07\|22.55\|23.49\|21.50\|1071751;2026-07-02\|21.57\|-5.06\|22.25\|22.65\|21.30\|739753;2026-07-03\|20.00\|-7.28\|21.91\|22.15\|20.00\|698702;2026-07-06\|20.85\|4.25\|20.00\|22.00\|20.00\|910425;2026-07-07\|19.70\|-5.52\|20.61\|21.26\|19.51\|782770;2026-07-08\|17.73\|-10.00\|19.45\|19.56\|17.73\|753551;2026-07-09\|16.88\|-4.79\|17.73\|17.73\|16.07\|796761;2026-07-10\|16.22\|-3.91\|16.55\|17.02\|16.20\|524998;2026-07-13\|14.99\|-7.58\|15.98\|16.06\|14.85\|471419;2026-07-14\|15.39\|2.67\|14.98\|15.45\|14.63\|419700;2026-07-15\|14.26\|-7.34\|15.08\|15.31\|14.13\|511612;2026-07-16\|13.69\|-4.00\|14.00\|14.30\|13.57\|458676;2026-07-17\|12.88\|-5.92\|13.70\|13.97\|12.81\|437454;2026-07-20\|11.59\|-10.02\|13.10\|13.13\|11.59\|493872;2026-07-21\|12.34\|6.47\|11.76\|12.38\|10.69\|606901;2026-07-22\|12.47\|1.05\|12.28\|12.83\|12.20\|482616;2026-07-23\|13.72\|10.02\|12.59\|13.72\|12.56\|499867;2026-07-24\|13.55\|-1.24\|13.60\|14.21\|13.31\|914278;2026-07-27\|14.38\|6.13\|13.85\|14.59\|13.55\|787703;2026-07-28\|14.37\|-0.07\|14.16\|14.95\|14.05\|699746;2026-07-29\|15.81\|10.02\|14.36\|15.81\|13.32\|840052;2026-07-30\|15.97\|1.01\|15.80\|16.16\|15.12\|924002;2026-07-31\|15.56\|-2.57\|15.39\|16.18\|15.35\|678162;2026-08-03\|14.79\|-4.95\|15.01\|15.22\|14.52\|513053;2026-08-04\|14.99\|1.35\|14.80\|15.10\|14.50\|509642;2026-08-05\|15.75\|5.07\|14.89\|15.76\|14.88\|668783;2026-08-06\|15.69\|-0.38\|15.65\|16.00\|15.33\|584372;2026-08-07\|15.50\|-1.21\|16.00\|16.08\|15.10\|570391;2026-08-10\|16.52\|6.58\|15.99\|17.05\|15.85\|1077394;2026-08-11\|15.72\|-4.84\|16.00\|16.59\|15.70\|835147;2026-08-12\|16.81\|6.93\|16.00\|17.29\|15.76\|1238122;2026-08-13\|17.02\|1.25\|16.53\|17.43\|16.25\|1190041;2026-08-14\|16.73\|-1.70\|16.78\|17.48\|16.34\|850276;2026-08-17\|16.48\|-1.49\|16.45\|16.68\|16.02\|677085;2026-08-18\|15.40\|-6.55\|16.36\|16.47\|14.86\|832751;2026-08-19\|14.00\|-9.09\|14.62\|14.86\|14.00\|602038;2026-08-20\|14.07\|0.50\|14.38\|14.60\|13.98\|460367;2026-08-21\|15.06\|7.04\|14.09\|15.29\|13.90\|748128;2026-08-24\|15.21\|1.00\|15.51\|16.26\|15.11\|787511;2026-08-25\|14.53\|-4.47\|14.98\|15.20\|14.40\|577211;2026-08-26\|14.80\|1.86\|14.40\|15.32\|14.40\|499481;2026-08-27\|15.08\|1.89\|14.72\|15.09\|14.57\|454287;2026-08-28\|15.30\|1.46\|15.50\|15.50\|14.95\|557104;2026-08-31\|15.19\|-0.72\|15.30\|15.39\|14.84\|443983;2026-09-01\|14.89\|-1.98\|15.16\|15.27\|14.85\|358388;2026-09-02\|14.41\|-3.22\|14.70\|14.73\|14.17\|349264;2026-09-03\|14.31\|-0.69\|14.66\|14.68\|14.25\|282845;2026-09-04\|13.85\|-3.21\|14.34\|14.38\|13.70\|373297;2026-09-07\|13.91\|0.43\|13.73\|13.91\|13.53\|247411;2026-09-08\|13.95\|0.29\|13.92\|14.14\|13.81\|248179;2026-09-09\|13.87\|-0.57\|13.91\|13.98\|13.69\|226471;2026-09-10\|13.72\|-1.08\|13.78\|13.80\|13.59\|167776;2026-09-11\|13.35\|-2.70\|13.40\|13.44\|12.98\|283181;2026-09-14\|13.58\|1.72\|13.30\|13.69\|13.15\|236242
116088	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	锂矿入股+业绩预增+磷酸铁锂行业原因： 1、据证券时报4月29日报道，受益于动力电池、储能电池双赛道需求共振，叠加碳酸锂价格企稳回升，锂电产业链整体景气度持续修复，企业盈利能力显著改善，板块整体迎来业绩高光周期。 2、高工锂电数据显示，2026Q1中国储能锂电池出货量达215GWh，同比增长139%。头部企业订单已普遍排产至2026年底至2027Q2，产能饱和，并优先承接高利润订单。公司原因： 1、据2026年4月22日公告，公司与GL 1、GLR于4月20日签署条款清单，拟以7,317,958.69澳元认购GL1的13,840,111股普通股，占发行后GL1总股本5%，锁定Manna锂矿项目40%锂辉石精矿长期供应。 2、据2026年4月16日公告，公司预计2026年一季度营收33-36亿元、同比增长107-126%，归母净利2-2.5亿元、同比扭亏，主因磷酸铁锂业务量价齐升。 3、据2026年4月25日年报，公司磷酸铁锂出货量394.4万吨、市占79.1%，为全球主要磷酸铁锂正极材料厂商，配套宁德时代、LG新能源等龙头客户。	公司签署锂矿投资条款清单拟认购GL1股份并支付7500万美元预付款；25年净利润同比减亏	2026-05-11\|30.10\|-0.07\|30.32\|30.97\|29.71\|466672;2026-05-12\|29.47\|-2.09\|30.12\|30.27\|29.06\|416174;2026-05-13\|29.35\|-0.41\|29.58\|30.17\|28.86\|454084;2026-05-14\|27.84\|-5.14\|29.00\|29.04\|27.82\|450692;2026-05-15\|27.77\|-0.25\|28.05\|28.81\|27.50\|382785;2026-05-18\|27.60\|-0.61\|27.40\|27.89\|27.22\|281272;2026-05-19\|26.86\|-2.68\|27.20\|27.50\|26.45\|350551;2026-05-20\|27.83\|3.61\|26.60\|28.48\|26.48\|523999;2026-05-21\|29.30\|5.28\|29.00\|30.61\|28.80\|834399;2026-05-22\|28.58\|-2.46\|28.47\|29.10\|27.84\|570333;2026-05-25\|26.81\|-6.19\|28.05\|28.13\|26.48\|614891;2026-05-26\|26.31\|-1.86\|26.61\|27.00\|25.81\|375315;2026-05-27\|26.16\|-0.57\|26.30\|27.10\|26.00\|344198;2026-05-28\|25.83\|-1.26\|26.19\|26.66\|25.39\|298692;2026-05-29\|25.24\|-2.28\|25.91\|26.19\|25.08\|250836;2026-06-01\|25.30\|0.24\|25.18\|26.17\|25.16\|233352;2026-06-02\|24.87\|-1.70\|25.27\|25.27\|24.20\|234595;2026-06-03\|24.65\|-0.88\|24.67\|24.99\|24.40\|173240;2026-06-04\|23.76\|-3.61\|24.55\|24.57\|23.67\|247462;2026-06-05\|23.99\|0.97\|24.00\|24.48\|23.09\|252906;2026-06-08\|22.99\|-4.17\|23.10\|24.10\|22.68\|201044;2026-06-09\|23.65\|2.87\|23.45\|23.85\|22.76\|198180;2026-06-10\|23.18\|-1.99\|23.40\|23.86\|22.96\|151246;2026-06-11\|23.38\|0.86\|23.12\|24.15\|22.94\|302283;2026-06-12\|24.32\|4.02\|23.85\|24.75\|23.36\|444457;2026-06-15\|24.35\|0.12\|24.16\|24.76\|23.85\|396408;2026-06-16\|25.74\|5.71\|24.19\|26.20\|24.15\|581939;2026-06-17\|24.97\|-2.99\|25.16\|25.47\|24.66\|454459;2026-06-18\|23.80\|-4.69\|24.83\|25.70\|23.50\|482413;2026-06-22\|26.18\|10.00\|24.27\|26.18\|23.90\|540961;2026-06-23\|27.46\|4.89\|27.06\|28.25\|26.90\|819595;2026-06-24\|29.10\|5.97\|27.32\|29.30\|26.32\|828093;2026-06-25\|28.27\|-2.85\|28.10\|28.98\|27.80\|587028;2026-06-26\|25.90\|-8.38\|28.01\|28.65\|25.88\|509279;2026-06-29\|25.68\|-0.85\|25.05\|25.94\|23.36\|405609;2026-06-30\|26.53\|3.31\|25.00\|26.68\|24.51\|389440;2026-07-01\|28.19\|6.26\|27.40\|28.50\|26.70\|543407;2026-07-02\|29.63\|5.11\|27.51\|31.00\|27.09\|686573;2026-07-03\|29.30\|-1.11\|29.48\|30.40\|28.44\|540273;2026-07-06\|28.99\|-1.06\|28.80\|29.79\|27.97\|380088;2026-07-07\|30.39\|4.83\|28.71\|30.65\|28.55\|526423;2026-07-08\|27.35\|-10.00\|29.70\|30.28\|27.35\|469595;2026-07-09\|24.62\|-9.98\|25.80\|26.20\|24.62\|234028;2026-07-10\|22.16\|-9.99\|23.91\|24.62\|22.16\|659146;2026-07-13\|20.74\|-6.41\|21.50\|21.77\|20.50\|443138;2026-07-14\|20.81\|0.34\|20.61\|21.14\|19.88\|360281;2026-07-15\|19.78\|-4.95\|20.88\|20.88\|19.70\|315835;2026-07-16\|19.50\|-1.42\|19.60\|20.09\|19.19\|243721;2026-07-17\|18.50\|-5.13\|19.45\|19.82\|18.22\|291916;2026-07-20\|17.16\|-7.24\|18.35\|18.60\|16.85\|345816;2026-07-21\|17.76\|3.50\|17.46\|17.85\|16.36\|306278;2026-07-22\|17.20\|-3.15\|17.50\|17.82\|16.97\|235494;2026-07-23\|18.12\|5.35\|17.35\|18.12\|17.21\|316759;2026-07-24\|17.24\|-4.86\|17.70\|18.24\|17.23\|220163;2026-07-27\|18.96\|9.98\|17.57\|18.96\|17.50\|247293;2026-07-28\|18.72\|-1.27\|19.51\|19.80\|18.59\|411640;2026-07-29\|18.83\|0.59\|18.53\|19.18\|17.59\|399878;2026-07-30\|18.35\|-2.55\|18.40\|18.78\|18.28\|240682;2026-07-31\|18.64\|1.58\|18.48\|18.96\|18.48\|250062;2026-08-03\|18.78\|0.75\|18.55\|18.78\|18.20\|185668;2026-08-04\|19.01\|1.22\|18.75\|19.08\|18.69\|224540;2026-08-05\|19.60\|3.10\|19.00\|19.63\|18.83\|275724;2026-08-06\|19.62\|0.10\|19.45\|19.80\|19.25\|236951;2026-08-07\|19.45\|-0.87\|19.69\|19.98\|19.10\|237977;2026-08-10\|20.29\|4.32\|19.92\|20.80\|19.80\|380632;2026-08-11\|19.83\|-2.27\|20.27\|20.27\|19.80\|233485;2026-08-12\|20.02\|0.96\|19.84\|20.31\|19.70\|215779;2026-08-13\|19.68\|-1.70\|20.20\|20.22\|19.68\|199433;2026-08-14\|19.98\|1.52\|19.68\|20.42\|19.68\|202554;2026-08-17\|20.76\|3.90\|19.99\|20.79\|19.80\|270861;2026-08-18\|20.03\|-3.52\|20.60\|20.88\|19.92\|234665;2026-08-19\|19.35\|-3.39\|19.74\|20.73\|19.27\|256165;2026-08-20\|18.90\|-2.33\|19.45\|19.52\|18.78\|175599;2026-08-21\|19.65\|3.97\|18.87\|19.90\|18.76\|251599;2026-08-24\|19.78\|0.66\|19.86\|20.40\|19.69\|224467;2026-08-25\|19.24\|-2.73\|19.69\|19.80\|18.93\|173824;2026-08-26\|19.39\|0.78\|19.32\|19.64\|19.25\|147656;2026-08-27\|19.63\|1.24\|19.40\|19.63\|18.91\|195168;2026-08-28\|19.59\|-0.20\|19.61\|19.80\|19.48\|162682;2026-08-31\|19.39\|-1.02\|19.50\|19.50\|19.01\|148718;2026-09-01\|19.03\|-1.86\|19.38\|19.60\|19.02\|149846;2026-09-02\|18.62\|-2.15\|18.90\|18.90\|18.37\|132457;2026-09-03\|19.54\|4.94\|18.77\|20.20\|18.72\|267721;2026-09-04\|18.70\|-4.30\|19.69\|19.69\|18.61\|202580;2026-09-07\|18.59\|-0.59\|18.65\|18.90\|18.38\|148798;2026-09-08\|18.41\|-0.97\|18.60\|18.71\|18.28\|135833;2026-09-09\|18.46\|0.27\|18.38\|18.65\|18.25\|97929;2026-09-10\|18.06\|-2.17\|18.38\|18.40\|18.04\|83980;2026-09-11\|17.53\|-2.93\|17.90\|17.90\|17.23\|126736;2026-09-14\|17.84\|1.77\|17.50\|18.06\|17.42\|94605
116087	磷酸铁、磷酸铁锂近一年来价格翻倍但需求依然旺盛	磷酸铁锂+定增扩产+一季报扭亏行业原因： 1、亿纬锂能预计2026年上半年净利润同比增长95%-110%，龙头业绩超预期打响中报预增行情。 2、分析指出，锂电行业供给侧出清成效显现，叠加储能需求爆发及动力电池需求旺季到来，碳酸锂价格重回阶段性高点，产业链供需格局改善，盈利水平企稳回升。公司原因： 1、据2026年6月13日公告，公司拟向特定对象发行股票募资不超过14.28亿元，用于年产10万吨高性能磷酸铁锂正极材料改扩建及5万吨新产线项目，并投资不超过8.2亿元新建5万吨高性能磷酸铁锂产线。 2、据2026年4月29日年报，公司主营锂离子电池正极材料业务，磷酸铁锂建成产能22.5万吨、在建7.5万吨，高压实密度产品已配套比亚迪等核心客户。 3、据2026年4月29日公告，公司2026年一季度实现营收13.83亿元，同比增长276.52%，归母净利润7693.40万元，同比扭亏为盈。	公司与中科院青能所共同成立了中科丰元研究院，在固态电池正极材料方面有相应研发布局并持续投入研发；一季度净利润同比增长185.59%	2026-05-11\|25.46\|3.29\|24.65\|25.81\|24.41\|515788;2026-05-12\|24.82\|-2.51\|25.10\|25.28\|24.32\|323446;2026-05-13\|27.30\|9.99\|24.82\|27.30\|24.71\|214307;2026-05-14\|24.57\|-10.00\|27.09\|27.09\|24.57\|391389;2026-05-15\|23.73\|-3.42\|23.35\|24.49\|23.23\|390647;2026-05-18\|24.34\|2.57\|23.70\|25.04\|23.30\|278236;2026-05-19\|23.76\|-2.38\|24.15\|24.32\|23.41\|221273;2026-05-20\|23.58\|-0.76\|23.59\|24.09\|22.70\|211389;2026-05-21\|22.88\|-2.97\|23.89\|24.65\|22.82\|208449;2026-05-22\|23.36\|2.10\|23.02\|23.59\|22.73\|139383;2026-05-25\|22.44\|-3.94\|23.34\|23.63\|22.28\|174833;2026-05-26\|21.90\|-2.41\|22.14\|22.45\|21.55\|143384;2026-05-27\|21.36\|-2.47\|21.68\|22.33\|21.20\|123052;2026-05-28\|21.48\|0.56\|21.36\|21.71\|20.91\|123792;2026-05-29\|21.55\|0.33\|21.63\|22.22\|21.26\|154813;2026-06-01\|21.42\|-0.60\|21.22\|22.20\|21.20\|141062;2026-06-02\|21.00\|-1.96\|21.11\|21.88\|20.30\|149290;2026-06-03\|20.95\|-0.24\|20.83\|21.30\|20.74\|93508;2026-06-04\|20.47\|-2.29\|20.70\|20.78\|20.33\|92769;2026-06-05\|20.82\|1.71\|20.48\|21.00\|19.82\|123646;2026-06-08\|19.75\|-5.14\|20.07\|20.85\|19.37\|124644;2026-06-09\|20.38\|3.19\|20.25\|20.47\|19.60\|107249;2026-06-10\|20.05\|-1.62\|20.10\|20.55\|19.84\|83901;2026-06-11\|20.38\|1.65\|20.11\|20.98\|20.11\|149391;2026-06-12\|21.24\|4.22\|20.53\|22.20\|20.45\|274745;2026-06-15\|22.00\|3.58\|21.21\|22.18\|21.00\|297365;2026-06-16\|24.20\|10.00\|22.02\|24.20\|21.93\|302155;2026-06-17\|24.44\|0.99\|24.01\|24.51\|23.25\|412462;2026-06-18\|26.88\|9.98\|25.61\|26.88\|25.30\|310098;2026-06-22\|29.57\|10.01\|26.80\|29.57\|26.00\|375492;2026-06-23\|29.40\|-0.57\|29.45\|30.58\|28.45\|449057;2026-06-24\|29.81\|1.39\|29.10\|30.02\|27.76\|397292;2026-06-25\|29.18\|-2.11\|29.39\|29.98\|28.41\|284599;2026-06-26\|26.56\|-8.98\|29.01\|29.08\|26.26\|297736;2026-06-29\|25.99\|-2.15\|26.90\|27.37\|25.23\|262094;2026-06-30\|28.59\|10.00\|25.96\|28.59\|25.80\|92440;2026-07-01\|28.92\|1.15\|28.68\|29.16\|27.40\|360824;2026-07-02\|27.34\|-5.46\|28.42\|28.58\|27.12\|202924;2026-07-03\|26.66\|-2.49\|27.34\|27.85\|26.46\|167239;2026-07-06\|27.45\|2.96\|26.47\|29.31\|26.08\|263799;2026-07-07\|26.33\|-4.08\|27.21\|29.36\|26.00\|272044;2026-07-08\|24.65\|-6.38\|26.89\|27.05\|24.20\|244476;2026-07-09\|23.48\|-4.75\|24.42\|24.50\|22.80\|219768;2026-07-10\|22.07\|-6.01\|23.82\|23.89\|22.02\|201353;2026-07-13\|21.38\|-3.13\|21.64\|22.57\|20.87\|225350;2026-07-14\|21.19\|-0.89\|21.51\|21.79\|20.53\|173673;2026-07-15\|20.37\|-3.87\|21.08\|21.48\|20.25\|163447;2026-07-16\|19.27\|-5.40\|20.00\|20.47\|19.15\|168510;2026-07-17\|18.08\|-6.18\|19.30\|19.36\|17.79\|178349;2026-07-20\|16.27\|-10.01\|18.11\|18.38\|16.27\|191043;2026-07-21\|16.70\|2.64\|16.01\|16.70\|14.67\|287627;2026-07-22\|16.13\|-3.41\|16.48\|16.99\|15.94\|177415;2026-07-23\|17.08\|5.89\|16.13\|17.10\|15.99\|223192;2026-07-24\|16.53\|-3.22\|16.70\|17.17\|16.48\|150678;2026-07-27\|17.43\|5.44\|16.79\|17.61\|16.72\|233439;2026-07-28\|17.04\|-2.24\|17.34\|18.09\|16.95\|200388;2026-07-29\|17.34\|1.76\|17.06\|17.85\|16.20\|209964;2026-07-30\|16.81\|-3.06\|17.29\|17.53\|16.78\|159648;2026-07-31\|16.88\|0.42\|17.04\|17.59\|16.85\|155576;2026-08-03\|16.78\|-0.59\|16.80\|17.06\|16.45\|127017;2026-08-04\|17.43\|3.87\|16.80\|17.54\|16.69\|160202;2026-08-05\|18.29\|4.93\|17.55\|18.48\|17.27\|174813;2026-08-06\|18.58\|1.59\|18.50\|18.71\|18.15\|160223;2026-08-07\|18.65\|0.38\|18.51\|18.95\|17.96\|145938;2026-08-10\|19.09\|2.36\|18.80\|19.16\|18.67\|166574;2026-08-11\|19.02\|-0.37\|18.93\|19.29\|18.79\|122614;2026-08-12\|19.49\|2.47\|19.10\|19.77\|18.96\|150710;2026-08-13\|20.00\|2.62\|19.49\|20.78\|19.41\|221155;2026-08-14\|19.95\|-0.25\|20.00\|20.37\|19.62\|153020;2026-08-17\|20.30\|1.75\|19.87\|20.30\|19.62\|119422;2026-08-18\|19.89\|-2.02\|20.39\|20.63\|19.70\|113718;2026-08-19\|18.94\|-4.78\|19.50\|19.95\|18.84\|138005;2026-08-20\|18.62\|-1.69\|19.24\|19.35\|18.57\|102197;2026-08-21\|19.42\|4.30\|18.59\|19.86\|18.17\|144944;2026-08-24\|19.52\|0.51\|19.82\|20.60\|19.34\|178900;2026-08-25\|18.73\|-4.05\|19.29\|19.39\|18.32\|191671;2026-08-26\|18.75\|0.11\|18.46\|19.24\|18.41\|138894;2026-08-27\|18.94\|1.01\|18.74\|19.03\|18.52\|102021;2026-08-28\|18.80\|-0.74\|18.90\|19.16\|18.77\|95255;2026-08-31\|18.75\|-0.27\|18.62\|18.83\|18.35\|87037;2026-09-01\|18.54\|-1.12\|18.95\|18.96\|18.35\|81999;2026-09-02\|18.14\|-2.16\|18.35\|18.35\|17.97\|75035;2026-09-03\|18.06\|-0.44\|18.30\|18.36\|17.92\|62722;2026-09-04\|17.45\|-3.38\|18.16\|18.27\|17.31\|84679;2026-09-07\|17.18\|-1.55\|17.42\|17.53\|17.11\|100748;2026-09-08\|16.98\|-1.16\|17.19\|17.28\|16.89\|72088;2026-09-09\|17.02\|0.24\|16.97\|17.24\|16.84\|68486;2026-09-10\|16.73\|-1.70\|16.86\|16.88\|16.60\|66480;2026-09-11\|16.15\|-3.47\|16.52\|16.55\|15.78\|90460;2026-09-14\|16.49\|2.11\|16.04\|16.68\|15.90\|87533
116086		一季报预增+算力租赁+光模块行业原因： SemiAnalysis数据显示，算力租赁价格呈现上涨趋势。截至2026年4月，海外H100租赁价格5个月内上涨40%，行业高景气度源于下游算力需求爆发与高端芯片供给偏紧的供需错配。公司原因： 1、据2026年4月13日公告，公司预计2026年第一季度归母净利润6.5亿元至8.5亿元，同比增长284.14%至402.33%，主要因智能算力产品及服务业务迎来大幅增长，前期布局的多个算力集群项目陆续完成交付并进入计费阶段。 2、据2026年4月11日公告，公司拟使用5.1亿元增资取得光为科技广州有限公司51%股权，以进入光芯片、光模块赛道，完善“智能终端+云算力+光器件”全产业链布局。 3、据2026年3月17日披露的2025年年报，公司2025年营收122.36亿元、净利11.64亿元，分别同比增长65.13%、68.32%，其中智能算力产品及服务收入27.61亿元，同比增长1727.17%。	1、公司预计一季报净利润同比增长284%-402%，智能算力产品及服务业务迎来大幅增长。 2、公司为英伟达云合作伙伴（NCP），在北京、上海、乌兰察布、廊坊、中卫、广州、深圳、宁波等多地部署并运营算力中心，为客户提供以高端算力为基础的云算力租赁业务。	2026-05-11\|283.94\|-0.20\|289.00\|289.98\|269.48\|286102;2026-05-12\|270.57\|-4.71\|282.28\|289.20\|267.80\|296103;2026-05-13\|300.99\|11.24\|266.00\|301.90\|266.00\|365860;2026-05-14\|288.03\|-4.31\|306.00\|308.00\|287.68\|257961;2026-05-15\|274.01\|-4.87\|286.00\|293.00\|270.40\|269363;2026-05-18\|272.10\|-0.70\|274.41\|278.99\|269.99\|201384;2026-05-19\|270.49\|-0.59\|270.50\|273.88\|259.00\|211171;2026-05-20\|272.84\|0.87\|268.00\|280.00\|267.00\|195080;2026-05-21\|258.00\|-5.44\|275.88\|277.00\|256.96\|233405;2026-05-22\|272.00\|5.43\|265.00\|272.60\|257.11\|215711;2026-05-25\|267.03\|-1.83\|270.00\|274.00\|256.23\|258408;2026-05-26\|258.01\|-3.38\|265.10\|266.18\|251.41\|237519;2026-05-27\|246.02\|-4.65\|260.84\|261.98\|243.08\|237190;2026-05-28\|252.30\|2.55\|250.94\|253.52\|243.67\|175755;2026-05-29\|239.65\|-5.01\|254.90\|255.90\|235.01\|197424;2026-06-01\|236.46\|-1.33\|239.63\|251.38\|235.25\|209302;2026-06-02\|235.53\|-0.39\|241.19\|242.68\|226.80\|198401;2026-06-03\|240.00\|1.90\|235.54\|248.44\|233.13\|211731;2026-06-04\|244.34\|1.81\|235.00\|245.84\|235.00\|166781;2026-06-05\|228.47\|-6.50\|238.00\|239.91\|226.71\|222129;2026-06-08\|213.30\|-6.64\|216.24\|221.63\|209.00\|221394;2026-06-09\|221.50\|3.84\|220.00\|222.28\|213.01\|162223;2026-06-10\|222.22\|0.33\|220.00\|226.36\|218.25\|155042;2026-06-11\|218.44\|-1.70\|221.00\|225.22\|215.60\|139773;2026-06-12\|223.70\|2.41\|223.50\|232.50\|219.00\|247422;2026-06-15\|241.00\|7.73\|228.80\|241.50\|228.01\|269996;2026-06-16\|237.50\|-1.45\|241.01\|242.00\|232.35\|261721;2026-06-17\|266.99\|12.42\|239.52\|267.00\|237.50\|358866;2026-06-18\|277.76\|4.03\|268.00\|282.58\|267.50\|317353;2026-06-22\|316.81\|14.06\|283.31\|322.00\|283.31\|387836;2026-06-23\|306.50\|-3.25\|320.00\|322.66\|301.92\|302299;2026-06-24\|340.19\|10.99\|305.00\|345.00\|305.00\|307408;2026-06-25\|341.98\|0.53\|343.08\|355.55\|333.39\|234618;2026-06-26\|332.47\|-2.78\|338.00\|345.28\|326.01\|210933;2026-06-29\|327.83\|-1.40\|332.82\|351.98\|315.00\|224960;2026-06-30\|339.90\|3.68\|330.00\|344.99\|324.50\|205637;2026-07-01\|331.31\|-2.53\|339.00\|343.00\|327.96\|187060;2026-07-02\|293.59\|-11.39\|311.10\|318.50\|292.91\|253383;2026-07-03\|300.41\|2.32\|293.59\|309.80\|289.23\|173803;2026-07-06\|293.36\|-2.35\|302.40\|305.00\|284.44\|150649;2026-07-07\|278.29\|-5.14\|293.00\|296.83\|272.30\|143847;2026-07-08\|281.00\|0.97\|288.54\|291.10\|274.11\|158563;2026-07-09\|292.36\|4.04\|289.00\|295.00\|269.06\|212160;2026-07-10\|277.96\|-4.93\|292.37\|309.65\|276.00\|206975;2026-07-13\|262.83\|-5.44\|275.11\|287.16\|259.34\|182784;2026-07-14\|269.83\|2.66\|261.62\|269.98\|246.00\|195435;2026-07-15\|252.11\|-6.57\|277.98\|278.00\|251.00\|158111;2026-07-16\|234.65\|-6.93\|245.00\|250.48\|231.80\|172389;2026-07-17\|212.76\|-9.33\|234.67\|236.66\|210.01\|210128;2026-07-20\|220.00\|3.40\|224.50\|242.00\|209.00\|324414;2026-07-21\|245.10\|11.41\|223.96\|251.88\|192.75\|411605;2026-07-22\|250.94\|2.38\|240.93\|271.80\|240.73\|374203;2026-07-23\|240.88\|-4.01\|255.01\|261.67\|238.24\|286296;2026-07-24\|230.40\|-4.35\|231.01\|236.66\|225.06\|188628;2026-07-27\|242.99\|5.46\|226.00\|243.00\|220.00\|235128;2026-07-28\|213.21\|-12.26\|230.02\|235.55\|210.01\|259089;2026-07-29\|205.00\|-3.85\|213.00\|213.88\|195.64\|244042;2026-07-30\|187.49\|-8.54\|204.42\|209.98\|183.61\|245648;2026-07-31\|215.85\|15.13\|214.99\|221.79\|209.00\|324578;2026-08-03\|204.80\|-5.12\|217.17\|225.89\|201.45\|257714;2026-08-04\|241.00\|17.68\|215.96\|243.30\|215.96\|375454;2026-08-05\|251.86\|4.51\|239.00\|258.80\|235.11\|376819;2026-08-06\|250.11\|-0.69\|244.14\|257.89\|241.86\|281185;2026-08-07\|253.67\|1.42\|245.14\|254.83\|241.66\|282959;2026-08-10\|252.10\|-0.62\|256.00\|258.09\|242.58\|182125;2026-08-11\|245.22\|-2.73\|250.00\|253.30\|244.53\|147875;2026-08-12\|249.80\|1.87\|258.00\|260.00\|248.00\|183439;2026-08-13\|256.00\|2.48\|266.99\|277.50\|255.33\|314135;2026-08-14\|265.99\|3.90\|260.00\|269.96\|256.51\|296580;2026-08-17\|269.15\|1.19\|264.23\|269.80\|257.00\|264959;2026-08-18\|267.16\|-0.74\|266.52\|272.18\|258.80\|212829;2026-08-19\|247.67\|-7.30\|256.05\|262.99\|245.00\|241202;2026-08-20\|247.38\|-0.12\|248.50\|252.68\|242.86\|148541;2026-08-21\|247.41\|0.01\|244.90\|253.00\|244.03\|113391;2026-08-24\|240.80\|-2.67\|249.00\|250.85\|231.77\|144806;2026-08-25\|238.02\|-1.15\|236.69\|241.57\|231.99\|104443;2026-08-26\|236.23\|-0.75\|239.11\|239.55\|232.00\|85353;2026-08-27\|259.20\|9.72\|240.40\|260.66\|237.66\|209992;2026-08-28\|253.88\|-2.05\|254.54\|261.54\|251.01\|183224;2026-08-31\|263.70\|3.87\|248.00\|264.35\|244.44\|229375;2026-09-01\|254.49\|-3.49\|263.00\|264.96\|253.69\|146242;2026-09-02\|262.05\|2.97\|247.00\|266.66\|246.08\|215187;2026-09-03\|265.88\|1.46\|262.05\|268.77\|259.20\|186225;2026-09-04\|252.90\|-4.88\|269.98\|269.99\|249.59\|206577;2026-09-07\|274.03\|8.36\|257.00\|275.77\|257.00\|308417;2026-09-08\|266.05\|-2.91\|274.00\|275.00\|263.42\|185389;2026-09-09\|259.12\|-2.60\|272.40\|272.40\|256.05\|163882;2026-09-10\|263.52\|1.70\|257.10\|269.85\|254.00\|159426;2026-09-11\|261.00\|-0.96\|258.29\|263.47\|253.99\|146936;2026-09-14\|252.09\|-3.41\|254.88\|259.99\|248.51\|147225
116085		涨停揭秘：1.5亿元算力中心建设订单确认，算电协同新业务方向明确；涨停缘由：已取得算力中心建设订单1.5亿元，后续将重点拓展算力中心建设及算电协同相关业务，契合新型电力系统与算力融合趋势；资金逻辑：资金押注订单驱动型算力基建服务商，关注从建设到运营全周期价值延伸潜力；风险提示：订单执行周期长，回款节奏不确定，算电协同业务尚处初期，营收贡献暂不显著	公司已取得算力中心建设订单1.5亿元，后续将重点拓展算力中心建设及算电协同相关业务	2026-05-11\|13.93\|-4.46\|14.75\|14.75\|13.86\|197949;2026-05-12\|13.76\|-1.22\|13.98\|14.23\|13.75\|120412;2026-05-13\|14.24\|3.49\|13.76\|14.65\|13.60\|159039;2026-05-14\|13.38\|-6.04\|14.28\|14.30\|13.37\|168780;2026-05-15\|13.45\|0.52\|13.46\|13.78\|13.35\|96448;2026-05-18\|13.37\|-0.59\|13.48\|13.62\|13.23\|79583;2026-05-19\|13.09\|-2.09\|13.35\|13.40\|12.95\|102833;2026-05-20\|13.27\|1.38\|13.10\|13.55\|12.88\|120358;2026-05-21\|13.37\|0.75\|13.36\|14.14\|13.31\|202306;2026-05-22\|14.33\|7.18\|13.48\|14.76\|13.37\|280591;2026-05-25\|15.16\|5.79\|14.68\|15.35\|14.68\|282808;2026-05-26\|15.42\|1.72\|15.06\|15.92\|15.01\|254402;2026-05-27\|14.84\|-3.76\|15.56\|15.79\|14.76\|178785;2026-05-28\|14.67\|-1.15\|14.73\|15.06\|14.27\|124997;2026-05-29\|13.90\|-5.25\|14.78\|14.90\|13.75\|148407;2026-06-01\|14.25\|2.52\|14.00\|14.65\|13.90\|143952;2026-06-02\|13.38\|-6.11\|14.25\|14.30\|13.34\|142833;2026-06-03\|14.12\|5.53\|13.46\|14.20\|13.34\|204353;2026-06-04\|13.81\|-2.20\|14.04\|14.19\|13.71\|123966;2026-06-05\|13.49\|-2.32\|13.80\|13.88\|13.39\|127030;2026-06-08\|13.08\|-3.04\|13.00\|13.63\|12.75\|137615;2026-06-09\|13.51\|3.29\|13.09\|13.76\|12.85\|159202;2026-06-10\|12.88\|-4.66\|13.28\|13.44\|12.66\|140597;2026-06-11\|12.27\|-4.74\|12.78\|13.16\|12.11\|136769;2026-06-12\|12.25\|-0.16\|12.62\|12.73\|12.15\|109666;2026-06-15\|12.81\|4.57\|12.39\|12.86\|12.15\|114848;2026-06-16\|12.53\|-2.19\|12.69\|12.73\|12.17\|151175;2026-06-17\|13.23\|5.59\|12.47\|13.39\|12.47\|176110;2026-06-18\|14.78\|11.72\|13.27\|14.88\|13.27\|368916;2026-06-22\|16.98\|14.88\|15.82\|17.00\|15.40\|657369;2026-06-23\|17.02\|0.24\|17.00\|17.42\|16.52\|428049;2026-06-24\|17.71\|4.05\|16.80\|18.11\|16.80\|333409;2026-06-25\|18.91\|6.78\|17.88\|18.98\|17.88\|410058;2026-06-26\|18.78\|-0.69\|19.30\|20.73\|18.57\|598135;2026-06-29\|20.07\|6.87\|19.12\|20.66\|19.12\|552076;2026-06-30\|20.72\|3.24\|20.07\|20.77\|19.70\|330235;2026-07-01\|20.83\|0.53\|20.48\|21.47\|20.40\|319531;2026-07-02\|20.30\|-2.54\|20.83\|21.18\|20.03\|352176;2026-07-03\|20.17\|-0.64\|20.39\|20.53\|19.54\|372030;2026-07-06\|20.45\|1.39\|20.49\|21.21\|19.88\|326468;2026-07-07\|19.93\|-2.54\|20.42\|20.80\|19.80\|193296;2026-07-08\|18.21\|-8.63\|19.50\|19.93\|18.00\|451657;2026-07-09\|18.35\|0.77\|18.30\|18.43\|17.20\|304651;2026-07-10\|18.01\|-1.64\|18.68\|19.31\|17.94\|253714;2026-07-13\|16.43\|-8.77\|17.75\|17.99\|16.34\|222776;2026-07-14\|18.08\|10.04\|16.71\|18.23\|16.26\|379589;2026-07-15\|17.73\|-1.94\|18.31\|18.64\|17.60\|259603;2026-07-16\|17.60\|-0.73\|17.68\|18.25\|17.28\|238037;2026-07-17\|15.26\|-13.30\|17.80\|17.80\|15.17\|331109;2026-07-20\|15.00\|-1.70\|15.66\|16.60\|14.39\|389430;2026-07-21\|16.95\|13.00\|15.03\|17.00\|14.13\|400428;2026-07-22\|17.29\|2.01\|16.87\|17.49\|16.50\|324579;2026-07-23\|17.58\|1.68\|17.31\|17.80\|16.98\|288946;2026-07-24\|19.05\|8.36\|17.30\|19.25\|17.12\|471545;2026-07-27\|15.24\|-20.00\|17.92\|17.92\|15.24\|542333;2026-07-28\|13.94\|-8.53\|14.69\|15.18\|13.74\|439548;2026-07-29\|13.12\|-5.88\|13.84\|14.06\|12.88\|412264;2026-07-30\|11.96\|-8.84\|12.99\|13.10\|11.96\|370307;2026-07-31\|11.93\|-0.25\|12.37\|12.69\|11.88\|346891;2026-08-03\|13.60\|14.00\|11.90\|13.64\|11.76\|489488;2026-08-04\|14.01\|3.01\|13.85\|14.28\|13.36\|316540;2026-08-05\|14.98\|6.92\|13.94\|15.08\|13.91\|304951;2026-08-06\|14.88\|-0.67\|14.83\|15.45\|14.59\|323357;2026-08-07\|15.83\|6.38\|14.74\|16.09\|14.74\|286985;2026-08-10\|14.74\|-6.89\|16.05\|16.29\|14.32\|420806;2026-08-11\|15.07\|2.24\|14.78\|15.57\|14.52\|276718;2026-08-12\|14.76\|-2.06\|15.07\|15.07\|14.40\|273538;2026-08-13\|15.29\|3.59\|14.95\|15.77\|14.80\|370151;2026-08-14\|15.12\|-1.11\|15.16\|15.64\|14.71\|293065;2026-08-17\|18.14\|19.97\|15.78\|18.14\|15.75\|812959;2026-08-18\|19.41\|7.00\|18.86\|19.53\|18.00\|732227;2026-08-19\|18.56\|-4.38\|19.25\|19.31\|18.44\|421240;2026-08-20\|18.45\|-0.59\|19.00\|19.50\|18.27\|346927;2026-08-21\|18.82\|2.01\|18.87\|19.20\|18.30\|297741;2026-08-24\|18.52\|-1.59\|18.98\|19.39\|17.72\|340911;2026-08-25\|19.09\|3.08\|18.70\|19.60\|18.61\|403067;2026-08-26\|18.81\|-1.47\|18.92\|19.17\|18.18\|254334;2026-08-27\|19.48\|3.56\|18.56\|19.73\|18.33\|361142;2026-08-28\|19.72\|1.23\|19.90\|20.32\|19.45\|357123;2026-08-31\|18.18\|-7.81\|15.90\|18.44\|15.90\|475989;2026-09-01\|17.89\|-1.60\|18.19\|18.72\|17.89\|302507;2026-09-02\|17.15\|-4.14\|17.72\|17.75\|17.08\|276024;2026-09-03\|18.21\|6.18\|17.24\|18.55\|16.90\|363176;2026-09-04\|17.35\|-4.72\|18.18\|18.40\|17.28\|259926;2026-09-07\|18.32\|5.59\|17.80\|18.49\|17.37\|267050;2026-09-08\|17.30\|-5.57\|18.41\|18.49\|17.15\|312909;2026-09-09\|17.57\|1.56\|17.00\|17.73\|16.90\|218102;2026-09-10\|17.51\|-0.34\|17.27\|17.74\|16.93\|152136;2026-09-11\|16.74\|-4.40\|17.36\|17.48\|16.52\|193117;2026-09-14\|16.83\|0.54\|16.65\|17.15\|16.30\|103878
116084		算力租赁+智慧城市+预计扭亏行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	企业微信支持openclaw接入；2025年3月公司与深圳X公司签署1.61亿元算力合同	2026-05-11\|325.86\|-5.55\|340.69\|344.99\|307.01\|146722;2026-05-12\|308.96\|-5.19\|320.00\|324.88\|306.50\|113175;2026-05-13\|338.78\|9.65\|306.00\|350.88\|303.03\|154133;2026-05-14\|330.28\|-2.51\|346.93\|352.50\|330.28\|101607;2026-05-15\|318.37\|-3.61\|329.69\|340.69\|316.69\|77202;2026-05-18\|309.96\|-2.64\|319.38\|322.99\|307.01\|66811;2026-05-19\|303.26\|-2.16\|309.00\|311.30\|289.47\|84048;2026-05-20\|321.99\|6.18\|300.00\|333.50\|297.00\|104704;2026-05-21\|297.27\|-7.68\|318.68\|321.80\|295.88\|80362;2026-05-22\|312.60\|5.16\|312.77\|313.00\|301.18\|71436;2026-05-25\|287.06\|-8.17\|312.00\|313.46\|268.18\|166423;2026-05-26\|271.30\|-5.49\|284.34\|284.89\|267.61\|109077;2026-05-27\|257.00\|-5.27\|271.30\|274.77\|254.10\|83798;2026-05-28\|255.63\|-0.53\|260.77\|262.70\|248.00\|72076;2026-05-29\|175.80\|-3.64\|184.00\|189.50\|173.36\|104586;2026-06-01\|169.77\|-3.43\|174.00\|179.58\|168.32\|96286;2026-06-02\|173.43\|2.16\|175.09\|181.38\|167.38\|115994;2026-06-03\|173.40\|-0.02\|170.00\|177.74\|166.92\|142024;2026-06-04\|169.28\|-2.38\|171.00\|178.00\|168.61\|106739;2026-06-05\|164.40\|-2.88\|169.92\|177.30\|162.95\|123469;2026-06-08\|159.03\|-3.27\|159.00\|163.97\|155.47\|88696;2026-06-09\|166.00\|4.38\|164.20\|166.71\|156.50\|108176;2026-06-10\|175.00\|5.42\|165.01\|176.99\|161.80\|252332;2026-06-11\|166.00\|-5.14\|174.89\|176.77\|153.00\|238123;2026-06-12\|172.56\|3.95\|173.35\|186.56\|165.00\|226588;2026-06-15\|198.73\|15.17\|176.50\|202.50\|174.58\|244172;2026-06-16\|196.20\|-1.27\|197.00\|200.13\|189.03\|199898;2026-06-17\|215.61\|9.89\|196.01\|218.00\|192.00\|223681;2026-06-18\|222.97\|3.41\|216.37\|229.00\|215.01\|187685;2026-06-22\|258.01\|15.72\|221.55\|258.66\|220.13\|222209;2026-06-23\|248.00\|-3.88\|254.00\|265.50\|244.00\|170123;2026-06-24\|297.60\|20.00\|247.00\|297.60\|245.00\|190917;2026-06-25\|303.00\|1.81\|307.58\|314.56\|292.06\|167936;2026-06-26\|289.70\|-4.39\|306.00\|307.00\|280.80\|138336;2026-06-29\|294.00\|1.48\|291.90\|312.00\|289.00\|141412;2026-06-30\|331.60\|12.79\|290.90\|338.00\|286.80\|149369;2026-07-01\|327.50\|-1.24\|331.01\|339.38\|323.00\|99089;2026-07-02\|288.00\|-12.06\|301.00\|308.50\|285.82\|137251;2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966;2026-07-13\|234.99\|-9.67\|264.07\|273.00\|229.51\|148928;2026-07-14\|236.60\|0.69\|236.04\|240.00\|215.14\|143403;2026-07-15\|230.96\|-2.38\|240.85\|244.50\|226.00\|129793;2026-07-16\|213.30\|-7.65\|216.78\|229.99\|210.59\|103494;2026-07-17\|192.52\|-9.74\|212.10\|220.00\|191.65\|113933;2026-07-20\|198.44\|3.08\|204.96\|220.88\|188.51\|160104;2026-07-21\|205.25\|3.43\|199.98\|211.00\|165.00\|212634;2026-07-22\|209.01\|1.83\|199.72\|226.95\|198.97\|210440;2026-07-23\|191.00\|-8.62\|215.00\|224.50\|190.00\|200413;2026-07-24\|179.34\|-6.10\|186.53\|188.86\|176.22\|142345;2026-07-27\|182.05\|1.51\|176.68\|182.55\|169.02\|124683;2026-07-28\|160.02\|-12.10\|171.87\|179.16\|158.00\|124042;2026-07-29\|149.00\|-6.89\|159.95\|162.58\|140.81\|165010;2026-07-30\|130.13\|-12.66\|147.67\|149.00\|127.26\|163021;2026-07-31\|156.16\|20.00\|150.01\|156.16\|144.75\|67147;2026-08-03\|147.21\|-5.73\|161.70\|166.47\|145.95\|230588;2026-08-04\|176.65\|20.00\|157.16\|176.65\|157.08\|212051;2026-08-05\|198.90\|12.60\|181.75\|203.89\|181.75\|282972;2026-08-06\|199.60\|0.35\|197.84\|203.80\|193.99\|266944;2026-08-07\|204.15\|2.28\|199.02\|207.96\|195.69\|247052;2026-08-10\|198.20\|-2.91\|204.16\|206.95\|194.52\|194994;2026-08-11\|192.36\|-2.95\|200.00\|202.00\|186.78\|178951;2026-08-12\|194.85\|1.29\|202.50\|206.56\|192.00\|238929;2026-08-13\|204.32\|4.86\|209.67\|225.50\|201.00\|354424;2026-08-14\|221.86\|8.58\|205.00\|223.68\|197.00\|310741;2026-08-17\|227.48\|2.53\|215.00\|232.00\|209.01\|289006;2026-08-18\|213.51\|-6.14\|220.00\|223.23\|211.52\|187850;2026-08-19\|192.02\|-10.07\|196.00\|205.88\|191.01\|168652;2026-08-20\|190.00\|-1.05\|191.32\|195.40\|185.28\|167166;2026-08-21\|186.06\|-2.07\|185.07\|190.24\|180.42\|125255;2026-08-24\|172.86\|-7.09\|186.25\|187.00\|166.87\|176646;2026-08-25\|172.94\|0.05\|170.07\|175.45\|165.19\|111548;2026-08-26\|172.34\|-0.35\|173.00\|174.47\|167.65\|86544;2026-08-27\|181.38\|5.25\|175.00\|183.85\|170.50\|155479;2026-08-28\|176.25\|-2.83\|179.80\|182.90\|175.80\|121221;2026-08-31\|184.12\|4.47\|172.29\|185.49\|170.10\|140597;2026-09-01\|175.28\|-4.80\|184.70\|185.40\|174.80\|100717;2026-09-02\|177.03\|1.00\|172.00\|179.70\|170.00\|111107;2026-09-03\|177.10\|0.04\|177.14\|180.00\|172.22\|89864;2026-09-04\|168.90\|-4.63\|181.02\|182.99\|165.00\|110992;2026-09-07\|175.88\|4.13\|172.29\|177.75\|170.00\|104969;2026-09-08\|175.83\|-0.03\|175.90\|183.50\|174.60\|117982;2026-09-09\|172.65\|-1.81\|179.46\|180.02\|171.01\|90611;2026-09-10\|171.50\|-0.67\|172.04\|174.49\|168.88\|57018;2026-09-11\|167.41\|-2.38\|168.42\|169.49\|161.60\|89696;2026-09-14\|165.78\|-0.97\|166.12\|169.41\|162.46\|70318
116083		柴油动力单元+热管理+资产重组 1、据2026年6月24日公告，公司股票交易异常波动，经自查除已披露的重大资产重组事项外，不存在应披露而未披露的重大信息；据2026年4月8日预案，公司拟发行股份购买康豪机电100%股权，标的公司是国内领先的柴油动力单元集成商及热交换系统供应商。 2、据2026年4月8日预案，标的公司柴油动力单元主要服务于中石油、中石化、中国中车等油气田及轨道交通装备企业，热交换系统终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒等。 3、据2025年年报，公司主营柴油、天然气、汽油发动机缸体、缸盖等核心零部件，是比亚迪、赛力斯等整车厂商的重要供应商；2025年成功获得奇瑞、吉利等新能源乘用车客户定点供货资质，新能源混动缸体缸盖业务增长动能强劲。	公司拟收购康豪机电，标的终端应用覆盖数据中心、发电及储能等场景，主要客户包括康明斯集团、卡特彼勒、MTU、广西玉柴、潍柴动力等国内外知名动力系统制造商	2026-05-11\|70.05\|2.26\|68.50\|70.86\|65.11\|164600;2026-05-12\|76.00\|8.49\|70.05\|77.06\|69.27\|152668;2026-05-13\|76.83\|1.09\|75.80\|77.92\|71.77\|111630;2026-05-14\|72.88\|-5.14\|76.43\|76.85\|70.82\|115242;2026-05-15\|69.85\|-4.16\|72.42\|73.92\|68.00\|98027;2026-05-18\|69.40\|-0.64\|69.90\|71.29\|68.20\|89266;2026-05-19\|72.00\|3.75\|69.50\|72.18\|66.50\|82889;2026-05-20\|71.04\|-1.33\|71.31\|73.70\|70.00\|76106;2026-05-21\|66.29\|-6.69\|70.50\|71.80\|66.29\|80749;2026-05-22\|68.85\|3.86\|66.82\|69.95\|66.17\|67206;2026-05-25\|69.24\|0.57\|71.52\|71.80\|68.17\|45235;2026-05-26\|68.43\|-1.17\|68.50\|68.50\|63.63\|72964;2026-05-27\|69.14\|1.04\|67.42\|71.16\|65.65\|66453;2026-05-28\|75.62\|9.37\|69.48\|76.05\|69.15\|111233;2026-05-29\|72.99\|-3.48\|75.16\|77.50\|72.11\|89121;2026-06-01\|69.56\|-4.70\|71.49\|73.00\|68.00\|67396;2026-06-02\|67.06\|-3.59\|68.45\|69.88\|63.88\|117535;2026-06-03\|63.68\|-4.86\|65.59\|69.40\|62.20\|98644;2026-06-04\|70.05\|10.00\|63.48\|70.05\|61.83\|98537;2026-06-05\|64.62\|-7.75\|69.00\|70.04\|64.62\|71049;2026-06-08\|62.09\|-3.92\|61.25\|65.68\|61.24\|60581;2026-06-09\|63.80\|2.75\|62.99\|64.40\|61.83\|44350;2026-06-10\|60.00\|-5.96\|62.54\|62.85\|59.11\|59783;2026-06-11\|59.13\|-1.45\|59.65\|60.90\|58.44\|62060;2026-06-12\|59.54\|0.69\|60.31\|61.80\|58.10\|57528;2026-06-15\|65.49\|9.99\|60.16\|65.49\|60.16\|74835;2026-06-16\|62.49\|-4.58\|65.00\|65.49\|61.60\|96231;2026-06-17\|62.61\|0.19\|62.49\|65.38\|61.31\|62619;2026-06-18\|65.80\|5.09\|62.97\|68.87\|62.97\|151197;2026-06-22\|72.38\|10.00\|66.49\|72.38\|62.20\|197649;2026-06-23\|75.56\|4.39\|72.00\|78.24\|70.01\|149276;2026-06-24\|73.66\|-2.51\|73.49\|75.30\|70.53\|124621;2026-06-25\|74.71\|1.43\|74.02\|77.50\|69.60\|142547;2026-06-26\|69.77\|-6.61\|74.30\|75.80\|68.50\|109612;2026-06-29\|76.75\|10.00\|74.70\|76.75\|71.84\|139540;2026-06-30\|84.43\|10.01\|80.00\|84.43\|79.44\|47476;2026-07-01\|87.30\|3.40\|88.48\|92.87\|85.30\|181632;2026-07-02\|81.16\|-7.03\|82.79\|87.88\|80.93\|98935;2026-07-03\|83.72\|3.15\|81.45\|86.94\|79.47\|112555;2026-07-06\|88.46\|5.66\|86.23\|92.09\|85.62\|163972;2026-07-07\|83.51\|-5.60\|89.21\|90.01\|80.12\|134327;2026-07-08\|85.63\|2.54\|82.28\|86.47\|78.65\|115683;2026-07-09\|77.20\|-9.84\|85.61\|86.88\|77.07\|124703;2026-07-10\|71.50\|-7.38\|78.73\|82.00\|71.10\|128969;2026-07-13\|64.35\|-10.00\|70.21\|72.02\|64.35\|88820;2026-07-14\|65.04\|1.07\|65.64\|66.35\|62.13\|60331;2026-07-15\|63.13\|-2.94\|67.34\|68.50\|62.49\|62982;2026-07-16\|67.52\|6.95\|62.34\|69.44\|61.24\|127116;2026-07-17\|61.90\|-8.32\|68.62\|70.90\|61.80\|145036;2026-07-20\|57.10\|-7.75\|63.75\|66.66\|55.91\|112580;2026-07-21\|62.81\|10.00\|57.56\|62.81\|51.41\|118807;2026-07-22\|60.43\|-3.79\|61.62\|62.50\|59.67\|79278;2026-07-23\|62.45\|3.34\|63.43\|66.20\|61.68\|98352;2026-07-24\|59.80\|-4.24\|61.50\|62.12\|59.10\|56582;2026-07-27\|64.88\|8.49\|60.30\|65.50\|59.00\|80116;2026-07-28\|58.39\|-10.00\|62.80\|64.43\|58.39\|64339;2026-07-29\|52.78\|-9.61\|58.39\|58.39\|52.55\|126155;2026-07-30\|48.12\|-8.83\|53.53\|53.88\|47.60\|94921;2026-07-31\|50.60\|5.15\|52.93\|52.93\|50.50\|128804;2026-08-03\|48.30\|-4.55\|49.67\|50.78\|46.89\|79800;2026-08-04\|52.71\|9.13\|48.75\|53.13\|47.69\|92243;2026-08-05\|57.61\|9.30\|51.51\|57.98\|51.51\|103294;2026-08-06\|57.59\|-0.03\|56.88\|58.50\|55.47\|61050;2026-08-07\|58.60\|1.75\|57.61\|59.50\|56.23\|80673;2026-08-10\|60.96\|4.03\|60.00\|63.36\|59.60\|102392;2026-08-11\|57.27\|-6.05\|60.17\|60.85\|57.01\|85069;2026-08-12\|57.72\|0.79\|56.33\|58.94\|56.10\|50640;2026-08-13\|59.15\|2.48\|58.40\|62.50\|57.90\|90300;2026-08-14\|62.10\|4.99\|59.66\|63.25\|58.26\|79861;2026-08-17\|66.36\|6.86\|61.88\|66.43\|60.62\|122600;2026-08-18\|63.92\|-3.68\|66.06\|66.60\|63.02\|70067;2026-08-19\|57.82\|-9.54\|61.47\|62.94\|57.53\|91614;2026-08-20\|57.04\|-1.35\|58.29\|59.50\|56.56\|69076;2026-08-21\|60.02\|5.22\|57.03\|60.98\|56.24\|66063;2026-08-24\|61.10\|1.80\|60.44\|64.00\|59.00\|82613;2026-08-25\|64.93\|6.27\|60.00\|65.56\|59.01\|94413;2026-08-26\|65.54\|0.94\|65.67\|68.17\|62.00\|106815;2026-08-27\|65.13\|-0.63\|64.60\|68.36\|62.55\|126333;2026-08-28\|59.85\|-8.11\|64.81\|64.99\|59.75\|118934;2026-08-31\|65.84\|10.01\|58.61\|65.84\|57.63\|114341;2026-09-01\|63.89\|-2.96\|68.27\|68.35\|63.61\|88721;2026-09-02\|66.15\|3.54\|63.88\|68.60\|62.80\|104943;2026-09-03\|66.30\|0.23\|66.50\|68.00\|64.52\|66507;2026-09-04\|65.14\|-1.75\|66.95\|69.20\|64.44\|87780;2026-09-07\|64.37\|-1.18\|66.30\|67.78\|62.81\|71550;2026-09-08\|61.95\|-3.76\|64.38\|65.00\|59.89\|130150;2026-09-09\|61.28\|-1.08\|61.34\|64.06\|60.10\|74328;2026-09-10\|56.46\|-7.87\|60.44\|60.66\|56.37\|81991;2026-09-11\|54.88\|-2.80\|56.48\|56.48\|52.95\|69889;2026-09-14\|55.10\|0.40\|54.75\|55.24\|52.94\|34618
116082		算力租赁+精密金属结构件行业原因：东方证券指出，6月12日美国将Anthropic旗下Fable 5等模型列入出口管制，智谱发布GLM-5.2，国产模型的API调用量有望进一步提升，基于国产模型的算力与Token服务需求将维持较好的增速和景气度。公司原因： 1、据2026年4月28日年报，公司直接运营的AI算力云规模已达38,000P，提供全生命周期管理的综合性算力服务，居于业内领先地位。 2、据2026年4月28日年报，公司AI算力业务已完全实现以云交付方式为客户提供AI算力产品，客户可按需租赁服务器或虚拟算力资源。 3、据2026年4月28日年报，公司作为液晶电视金属结构件与元器件制造的专业厂商，拥有年加工钢材近12万吨、金属背板年产超3,000万张的制造能力，产能与产量继续保持业内第一。	公司直接运营的AI算力云规模已达38000P	2026-05-11\|162.82\|-2.85\|167.55\|167.55\|152.25\|438806;2026-05-12\|157.01\|-3.57\|162.82\|169.33\|154.90\|335517;2026-05-13\|172.71\|10.00\|157.00\|172.71\|156.43\|401762;2026-05-14\|170.40\|-1.34\|175.00\|178.88\|168.00\|381036;2026-05-15\|170.00\|-0.23\|169.86\|181.50\|166.49\|388472;2026-05-18\|174.58\|2.69\|167.62\|174.66\|164.00\|317683;2026-05-19\|174.30\|-0.16\|170.00\|175.93\|166.50\|252935;2026-05-20\|181.43\|4.09\|172.99\|181.50\|172.21\|303204;2026-05-21\|179.61\|-1.00\|178.00\|180.11\|172.64\|274507;2026-05-22\|195.65\|8.93\|185.74\|195.65\|176.80\|329466;2026-05-25\|202.00\|3.25\|200.90\|208.00\|185.80\|354360;2026-05-26\|211.94\|4.92\|197.89\|216.88\|193.00\|318169;2026-05-27\|214.08\|1.01\|208.00\|215.05\|204.99\|241153;2026-05-28\|220.03\|2.78\|212.50\|221.00\|211.01\|283095;2026-05-29\|240.73\|9.41\|230.00\|240.88\|227.89\|289088;2026-06-01\|216.66\|-10.00\|216.66\|216.66\|216.66\|26866;2026-06-02\|195.41\|-9.81\|194.99\|210.00\|194.99\|408981;2026-06-03\|207.88\|6.38\|190.53\|209.77\|189.94\|376717;2026-06-04\|200.42\|-3.59\|204.13\|211.69\|200.00\|264090;2026-06-05\|180.38\|-10.00\|200.43\|202.58\|180.38\|337418;2026-06-08\|162.34\|-10.00\|162.34\|166.98\|162.34\|80674;2026-06-09\|160.71\|-1.00\|159.96\|169.98\|151.00\|346491;2026-06-10\|144.64\|-10.00\|159.12\|160.00\|144.64\|380899;2026-06-11\|139.30\|-3.69\|142.00\|147.28\|138.00\|266824;2026-06-12\|152.15\|9.22\|143.50\|153.23\|141.00\|334730;2026-06-15\|167.37\|10.00\|152.14\|167.37\|150.40\|325008;2026-06-16\|163.10\|-2.55\|169.66\|173.97\|158.55\|373469;2026-06-17\|165.03\|1.18\|163.00\|167.98\|159.19\|330264;2026-06-18\|176.58\|7.00\|168.31\|178.00\|168.31\|329355;2026-06-22\|194.24\|10.00\|175.00\|194.24\|172.58\|356773;2026-06-23\|201.93\|3.96\|195.01\|210.37\|185.00\|403788;2026-06-24\|219.00\|8.45\|196.00\|222.12\|192.29\|382902;2026-06-25\|207.88\|-5.08\|215.31\|225.85\|205.60\|364136;2026-06-26\|187.09\|-10.00\|205.00\|205.00\|187.09\|287871;2026-06-29\|176.86\|-5.47\|185.00\|190.57\|172.20\|300581;2026-06-30\|178.81\|1.10\|174.50\|188.01\|169.90\|286424;2026-07-01\|193.40\|8.16\|183.00\|193.40\|176.08\|306011;2026-07-02\|174.06\|-10.00\|184.00\|185.99\|174.06\|202588;2026-07-03\|166.61\|-4.28\|160.86\|175.28\|160.86\|211142;2026-07-06\|172.90\|3.78\|171.19\|174.78\|165.00\|197246;2026-07-07\|111.07\|-10.00\|123.68\|123.70\|111.07\|284145;2026-07-08\|115.37\|3.87\|112.00\|118.30\|107.00\|334180;2026-07-09\|123.35\|6.92\|118.10\|126.60\|116.01\|340397;2026-07-10\|116.60\|-5.47\|122.11\|127.62\|115.66\|358430;2026-07-13\|108.15\|-7.25\|110.01\|117.70\|106.41\|239165;2026-07-14\|113.00\|4.48\|109.33\|113.00\|102.59\|292203;2026-07-15\|112.09\|-0.81\|118.00\|119.85\|112.01\|343563;2026-07-16\|100.88\|-10.00\|106.73\|112.88\|100.88\|319938;2026-07-17\|90.79\|-10.00\|98.99\|100.50\|90.79\|363967;2026-07-20\|97.80\|7.72\|96.88\|99.87\|93.85\|435245;2026-07-21\|107.58\|10.00\|100.00\|107.58\|98.86\|369521;2026-07-22\|118.34\|10.00\|114.00\|118.34\|112.80\|128258;2026-07-23\|120.68\|1.98\|125.34\|130.17\|119.33\|648373;2026-07-24\|108.61\|-10.00\|114.00\|116.21\|108.61\|435395;2026-07-27\|115.06\|5.94\|105.00\|118.00\|100.19\|438580;2026-07-28\|103.55\|-10.00\|108.74\|111.85\|103.55\|311550;2026-07-29\|96.95\|-6.37\|99.99\|101.04\|93.30\|354625;2026-07-30\|87.28\|-9.97\|96.82\|99.68\|87.26\|367385;2026-07-31\|96.01\|10.00\|96.01\|96.01\|94.16\|189057;2026-08-03\|93.10\|-3.03\|101.65\|104.62\|92.18\|481045;2026-08-04\|102.41\|10.00\|100.41\|102.41\|99.39\|140558;2026-08-05\|112.65\|10.00\|109.55\|112.65\|107.53\|272856;2026-08-06\|122.52\|8.76\|112.31\|123.92\|112.31\|767764;2026-08-07\|127.40\|3.98\|122.30\|129.89\|119.52\|532633;2026-08-10\|125.81\|-1.25\|127.35\|129.00\|120.49\|381338;2026-08-11\|118.22\|-6.03\|125.81\|126.16\|117.98\|409889;2026-08-12\|119.36\|0.96\|126.28\|127.00\|117.33\|468154;2026-08-13\|125.00\|4.73\|126.00\|131.30\|124.78\|570031;2026-08-14\|137.50\|10.00\|127.66\|137.50\|123.01\|679206;2026-08-17\|142.84\|3.88\|137.80\|148.25\|135.55\|759376;2026-08-18\|136.47\|-4.46\|138.85\|143.66\|135.90\|459064;2026-08-19\|134.95\|-1.11\|128.40\|139.14\|128.10\|525348;2026-08-20\|130.57\|-3.25\|132.00\|136.80\|123.00\|432195;2026-08-21\|125.97\|-3.52\|127.96\|130.80\|125.00\|339409;2026-08-24\|121.78\|-3.33\|127.00\|129.20\|117.48\|323162;2026-08-25\|119.30\|-2.04\|117.10\|122.32\|115.66\|280554;2026-08-26\|117.57\|-1.45\|120.29\|121.66\|116.02\|252148;2026-08-27\|125.22\|6.51\|119.99\|125.37\|117.10\|395272;2026-08-28\|119.95\|-4.21\|124.00\|125.19\|119.62\|352567;2026-08-31\|122.16\|1.84\|114.38\|123.00\|114.28\|350133;2026-09-01\|113.58\|-7.02\|121.00\|121.00\|113.18\|291420;2026-09-02\|115.01\|1.26\|109.50\|118.06\|109.50\|286990;2026-09-03\|111.61\|-2.96\|115.00\|115.50\|110.51\|227758;2026-09-04\|108.35\|-2.92\|114.00\|114.60\|107.00\|225875;2026-09-07\|111.38\|2.80\|110.40\|112.90\|107.80\|253810;2026-09-08\|108.99\|-2.15\|112.00\|115.50\|108.04\|276801;2026-09-09\|109.26\|0.25\|112.50\|113.88\|107.82\|227251;2026-09-10\|106.38\|-2.64\|106.00\|107.70\|104.75\|206070;2026-09-11\|105.28\|-1.03\|103.19\|106.40\|101.69\|208604;2026-09-14\|106.76\|1.41\|103.50\|109.37\|103.50\|222968
116081		算力租赁+英伟达合作+AI营销行业原因： 1、据西部证券5月12日研报，算力租赁公司一季报验证行业景气，伴随Agent应用的泛化，全球token用量正迎来新一轮加速增长。 2、5月12日芝商所宣布推出全球首个算力期货，为GPU费率提供对冲工具，提升算力资产定价透明度。公司原因： 1、据2025年8月29日公告，公司出资2.8亿元设立青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务，重点布局国产GPU算力租赁。 2、据2025年9月30日互动易，公司与英伟达中国区总代理科通技术签署战略合作并投资，保障AI算力芯片供应，并为字节跳动、科大讯飞、电信运营商等客户提供训练、推理芯片。 3、据2026年4月18日年报，公司2025年营收36.65亿元，归母净利润1.90亿元，同比增长54.04%，拟每10股派7.2元含税。	公司与科通技术签署战略合作并投资，科通为NVIDIA中国区总代理，保障公司算力中心GPU硬件需求，并拟2.8亿元在青海设全资子公司青海三人行绿能智算科技有限公司，主营算力租赁及数据中心业务	2026-05-11\|54.40\|4.62\|52.44\|55.94\|51.57\|156566;2026-05-12\|54.75\|0.64\|54.40\|56.79\|53.60\|138988;2026-05-13\|60.23\|10.01\|54.00\|60.23\|54.00\|125475;2026-05-14\|60.50\|0.45\|62.95\|63.53\|58.73\|176021;2026-05-15\|60.67\|0.28\|60.49\|62.20\|59.00\|130020;2026-05-18\|59.91\|-1.25\|59.00\|61.94\|57.59\|126458;2026-05-19\|61.50\|2.65\|59.32\|62.90\|58.70\|155424;2026-05-20\|61.76\|0.42\|60.80\|65.00\|60.70\|138938;2026-05-21\|61.01\|-1.21\|60.72\|64.44\|60.00\|124418;2026-05-22\|63.59\|4.23\|61.05\|65.00\|60.33\|113160;2026-05-25\|57.23\|-10.00\|63.60\|63.70\|57.23\|129540;2026-05-26\|56.39\|-0.21\|55.12\|57.80\|54.39\|126775;2026-05-27\|55.60\|-1.40\|56.81\|58.20\|54.54\|119586;2026-05-28\|51.90\|-6.65\|55.98\|56.48\|50.37\|158448;2026-05-29\|49.18\|-5.24\|52.93\|53.20\|48.62\|121376;2026-06-01\|50.31\|2.30\|49.20\|52.65\|48.18\|93019;2026-06-02\|48.80\|-3.00\|50.05\|50.05\|47.91\|62371;2026-06-03\|49.45\|1.33\|48.08\|50.51\|48.08\|78145;2026-06-04\|47.88\|-3.17\|49.45\|49.69\|47.21\|59431;2026-06-05\|47.20\|-1.42\|48.35\|49.00\|46.55\|44047;2026-06-08\|47.04\|-0.34\|45.02\|48.07\|45.02\|61439;2026-06-09\|45.99\|-2.23\|47.50\|47.50\|45.64\|47314;2026-06-10\|45.84\|-0.33\|46.21\|46.21\|44.07\|59512;2026-06-11\|46.02\|0.39\|45.00\|47.33\|44.75\|58988;2026-06-12\|45.11\|-1.98\|46.02\|46.59\|45.00\|43351;2026-06-15\|46.25\|2.53\|45.34\|47.00\|45.34\|51351;2026-06-16\|49.49\|7.01\|46.26\|50.88\|45.39\|119269;2026-06-17\|50.33\|1.70\|49.78\|52.51\|49.50\|109804;2026-06-18\|54.16\|7.61\|50.41\|55.36\|50.41\|119076;2026-06-22\|59.58\|10.01\|54.91\|59.58\|54.63\|171399;2026-06-23\|56.44\|-5.27\|61.07\|61.20\|55.82\|118170;2026-06-24\|57.19\|1.33\|56.44\|57.71\|55.48\|81278;2026-06-25\|56.64\|-0.96\|56.67\|60.44\|56.60\|80743;2026-06-26\|52.93\|-6.55\|56.20\|58.22\|52.78\|87928;2026-06-29\|49.72\|-6.06\|52.91\|54.64\|48.33\|104501;2026-06-30\|50.64\|1.85\|49.80\|52.39\|49.06\|68766;2026-07-01\|50.03\|-1.20\|51.20\|52.39\|49.00\|60942;2026-07-02\|52.11\|4.16\|49.43\|55.00\|49.40\|123771;2026-07-03\|51.19\|-1.77\|51.51\|53.13\|48.88\|96747;2026-07-06\|48.40\|-5.45\|50.30\|50.97\|48.40\|67116;2026-07-07\|46.13\|-4.69\|47.98\|49.43\|46.00\|59351;2026-07-08\|45.49\|-1.39\|45.91\|47.35\|44.40\|46596;2026-07-09\|46.22\|1.60\|45.70\|47.41\|44.60\|43421;2026-07-10\|44.82\|-3.03\|46.25\|47.11\|44.80\|54983;2026-07-13\|41.07\|-8.37\|44.38\|44.99\|40.88\|58235;2026-07-14\|40.52\|-1.34\|41.47\|41.50\|39.68\|42889;2026-07-15\|41.33\|2.00\|41.53\|42.28\|40.26\|33744;2026-07-16\|40.36\|-2.35\|40.44\|41.64\|40.04\|30873;2026-07-17\|36.51\|-9.54\|40.38\|40.80\|36.44\|60286;2026-07-20\|33.80\|-7.42\|37.92\|37.92\|32.92\|69506;2026-07-21\|35.69\|5.59\|33.81\|35.83\|30.42\|121746;2026-07-22\|35.45\|-0.67\|35.50\|37.17\|35.03\|73435;2026-07-23\|35.63\|0.51\|35.53\|36.15\|34.86\|39902;2026-07-24\|34.07\|-4.38\|35.55\|35.55\|33.70\|38076;2026-07-27\|35.41\|3.93\|34.06\|35.50\|34.01\|38790;2026-07-28\|33.91\|-4.24\|35.04\|36.11\|33.70\|35761;2026-07-29\|33.68\|-0.68\|33.93\|34.58\|33.03\|43347;2026-07-30\|31.44\|-6.65\|33.50\|34.24\|31.21\|55051;2026-07-31\|34.58\|9.99\|32.24\|34.58\|32.24\|31200;2026-08-03\|35.39\|2.34\|36.16\|36.28\|34.81\|90861;2026-08-04\|37.57\|6.16\|35.99\|37.80\|35.31\|83516;2026-08-05\|39.37\|4.79\|37.20\|39.95\|36.84\|73541;2026-08-06\|39.52\|0.38\|39.00\|40.29\|38.70\|54530;2026-08-07\|40.35\|2.10\|39.40\|40.93\|38.55\|51791;2026-08-10\|42.27\|4.76\|41.02\|42.86\|40.23\|64338;2026-08-11\|43.36\|2.58\|42.27\|45.71\|42.00\|77932;2026-08-12\|44.05\|1.59\|43.64\|45.10\|43.20\|65127;2026-08-13\|43.68\|-0.84\|44.00\|46.16\|43.63\|81783;2026-08-14\|44.51\|1.90\|43.91\|45.00\|43.47\|44632;2026-08-17\|46.66\|4.83\|44.68\|46.66\|43.61\|54728;2026-08-18\|47.29\|1.35\|46.56\|48.34\|45.38\|63137;2026-08-19\|45.57\|-3.64\|46.20\|47.68\|45.30\|77951;2026-08-20\|47.01\|3.16\|45.95\|48.80\|45.95\|75167;2026-08-21\|46.97\|-0.09\|47.03\|47.38\|45.27\|45871;2026-08-24\|47.50\|1.13\|47.67\|47.67\|45.69\|58113;2026-08-25\|46.87\|-1.33\|47.50\|48.31\|46.05\|56340;2026-08-26\|45.62\|-2.67\|46.54\|47.29\|45.45\|51818;2026-08-27\|46.58\|2.10\|45.71\|46.68\|45.15\|49462;2026-08-28\|47.31\|1.57\|47.05\|48.50\|46.80\|61692;2026-08-31\|48.14\|1.75\|46.11\|48.65\|46.00\|64293;2026-09-01\|48.93\|1.64\|49.33\|49.80\|47.50\|61209;2026-09-02\|48.86\|-0.14\|48.65\|49.56\|47.71\|47690;2026-09-03\|49.50\|1.31\|49.40\|50.36\|48.55\|51279;2026-09-04\|47.72\|-3.60\|49.37\|50.00\|47.44\|61305;2026-09-07\|52.49\|10.00\|48.11\|52.49\|47.51\|96580;2026-09-08\|55.15\|5.07\|53.94\|55.31\|52.55\|102929;2026-09-09\|49.64\|-9.99\|55.01\|55.37\|49.64\|74359;2026-09-10\|46.21\|-6.91\|47.39\|47.49\|44.68\|200313;2026-09-11\|45.55\|-1.43\|45.51\|45.94\|42.24\|112810;2026-09-14\|50.11\|10.01\|45.00\|50.11\|44.82\|83931
116080		算力租赁+增资+建筑工程 1、据2026年4月29日年报及2026年5月25日业绩说明会，公司控股子公司已开展算力租赁服务业务，为客户提供智算综合解决方案，已开始为一家大型企业提供稳定收入的租赁服务，但业务开展时间较短，收入规模相对较小。 2、据2026年5月19日公告，公司拟向控股子公司上海帕晏算力科技有限公司增资16,876.825万元，以推进算力租赁服务业务发展，相关资金尚需通过外部借款或其他方式筹措。 3、据2026年4月29日年报，公司主营业务为建筑工程业务，同时经营自有资产出租业务。公司正积极把握新兴产业机遇，推进业务转型，以应对市场变化和挑战。	公司主营建筑工程业务，控股子公司已增资开展算力租赁业务	2026-05-11\|31.47\|10.00\|29.50\|31.47\|29.29\|109964;2026-05-12\|29.93\|-4.89\|31.50\|32.02\|28.69\|182721;2026-05-13\|29.59\|-1.14\|29.93\|30.10\|28.72\|94922;2026-05-14\|28.00\|-5.37\|29.59\|30.05\|28.00\|85145;2026-05-15\|26.55\|-5.18\|28.00\|28.28\|25.78\|90540;2026-05-18\|26.21\|-1.28\|26.75\|26.78\|25.80\|54337;2026-05-19\|26.41\|0.76\|26.40\|27.03\|25.45\|55998;2026-05-20\|25.15\|-4.77\|26.38\|26.40\|25.04\|46840;2026-05-21\|23.62\|-6.08\|25.63\|25.63\|23.38\|68871;2026-05-22\|25.98\|9.99\|24.00\|25.98\|23.70\|40372;2026-05-25\|28.58\|10.01\|25.98\|28.58\|25.63\|128920;2026-05-26\|29.46\|3.08\|28.54\|29.91\|27.52\|127544;2026-05-27\|27.13\|-7.91\|29.74\|29.87\|26.88\|90628;2026-05-28\|26.30\|-3.06\|27.12\|27.12\|25.79\|64943;2026-05-29\|26.12\|-0.68\|26.56\|26.58\|25.42\|54970;2026-06-01\|25.66\|-1.76\|25.69\|27.10\|25.55\|31175;2026-06-02\|24.38\|-4.99\|25.70\|25.91\|23.64\|47091;2026-06-03\|24.60\|0.90\|24.62\|25.15\|24.09\|34704;2026-06-04\|24.71\|0.45\|24.59\|25.11\|24.10\|38612;2026-06-05\|23.72\|-4.01\|25.39\|25.39\|23.45\|33512;2026-06-08\|24.81\|4.60\|21.95\|25.08\|21.92\|51079;2026-06-09\|25.04\|0.93\|24.80\|25.26\|24.11\|39198;2026-06-10\|25.46\|1.68\|24.90\|25.92\|24.68\|30147;2026-06-11\|25.54\|0.31\|25.60\|26.20\|24.80\|36657;2026-06-12\|24.39\|-4.50\|25.57\|26.04\|24.30\|33621;2026-06-15\|26.15\|7.22\|24.88\|26.73\|24.21\|50538;2026-06-16\|26.75\|2.29\|26.67\|27.93\|25.91\|41843;2026-06-17\|27.30\|2.06\|26.65\|27.90\|26.22\|44013;2026-06-18\|27.58\|1.03\|27.29\|29.16\|27.11\|39760;2026-06-22\|30.34\|10.01\|27.80\|30.34\|27.70\|53037;2026-06-23\|28.94\|-4.61\|30.04\|30.95\|28.80\|59916;2026-06-24\|28.32\|-2.14\|29.17\|29.65\|28.00\|29503;2026-06-25\|28.35\|0.11\|28.74\|29.13\|27.90\|23599;2026-06-26\|28.00\|-1.23\|28.31\|31.19\|27.27\|77193;2026-06-29\|29.15\|4.11\|28.55\|30.06\|27.20\|84487;2026-06-30\|27.68\|-5.04\|29.20\|29.45\|27.00\|68352;2026-07-01\|26.66\|-3.69\|28.02\|28.07\|26.30\|48477;2026-07-02\|25.40\|-4.73\|26.24\|27.42\|25.31\|54927;2026-07-03\|26.03\|2.48\|25.98\|26.46\|25.02\|31328;2026-07-06\|24.79\|-4.76\|25.99\|26.12\|24.23\|32063;2026-07-07\|24.30\|-1.98\|24.78\|25.13\|24.11\|19370;2026-07-08\|23.84\|-1.89\|24.12\|24.56\|23.12\|25914;2026-07-09\|24.01\|0.71\|23.83\|24.16\|22.92\|19703;2026-07-10\|23.72\|-1.21\|24.01\|24.36\|23.70\|22273;2026-07-13\|21.64\|-8.77\|23.70\|23.89\|21.50\|36798;2026-07-14\|22.30\|3.05\|21.62\|22.39\|21.22\|27496;2026-07-15\|21.78\|-2.33\|22.30\|22.83\|21.64\|23809;2026-07-16\|20.60\|-5.42\|21.74\|21.97\|20.22\|33166;2026-07-17\|18.54\|-10.00\|20.50\|20.50\|18.54\|96431;2026-07-20\|16.69\|-9.98\|18.50\|18.88\|16.69\|60472;2026-07-21\|17.81\|6.71\|16.69\|17.98\|15.02\|83490;2026-07-22\|18.43\|3.48\|17.40\|18.96\|17.25\|68976;2026-07-23\|18.44\|0.05\|18.00\|18.88\|17.30\|46876;2026-07-24\|18.11\|-1.79\|18.39\|18.66\|17.64\|31103;2026-07-27\|18.72\|3.37\|18.28\|19.32\|17.80\|37493;2026-07-28\|18.80\|0.43\|18.56\|19.45\|18.35\|33410;2026-07-29\|18.11\|-3.67\|18.61\|18.96\|17.30\|48265;2026-07-30\|16.57\|-8.50\|17.98\|18.36\|16.52\|37862;2026-07-31\|17.75\|7.12\|17.36\|18.23\|17.04\|52970;2026-08-03\|16.98\|-4.34\|17.57\|17.81\|16.85\|40159;2026-08-04\|18.29\|7.71\|16.96\|18.68\|16.96\|46632;2026-08-05\|19.32\|5.63\|18.93\|19.58\|18.54\|38679;2026-08-06\|19.91\|3.05\|19.32\|20.49\|18.60\|39267;2026-08-07\|20.63\|3.62\|19.80\|20.73\|19.62\|29934;2026-08-10\|21.22\|2.86\|20.60\|21.72\|20.55\|42356;2026-08-11\|21.26\|0.19\|20.97\|21.65\|20.68\|24213;2026-08-12\|23.39\|10.02\|21.22\|23.39\|21.22\|35720;2026-08-13\|22.66\|-3.12\|24.00\|24.78\|22.54\|55749;2026-08-14\|22.42\|-1.06\|22.71\|22.83\|21.91\|34561;2026-08-17\|22.48\|0.27\|22.41\|22.57\|21.92\|26320;2026-08-18\|22.43\|-0.22\|22.47\|22.80\|22.21\|19344;2026-08-19\|21.15\|-5.71\|22.33\|22.42\|20.83\|26461;2026-08-20\|21.53\|1.80\|21.33\|22.23\|21.03\|21458;2026-08-21\|21.45\|-0.37\|21.89\|21.89\|21.01\|11938;2026-08-24\|21.09\|-1.68\|21.59\|21.96\|20.85\|19614;2026-08-25\|20.66\|-2.04\|20.98\|21.00\|20.19\|21118;2026-08-26\|20.89\|1.11\|20.66\|20.98\|20.05\|16324;2026-08-27\|21.33\|2.11\|20.48\|21.48\|20.48\|13111;2026-08-28\|21.47\|0.66\|21.00\|21.76\|21.00\|11172;2026-08-31\|21.58\|0.51\|21.05\|21.87\|21.05\|11581;2026-09-01\|21.21\|-1.71\|21.51\|21.83\|21.20\|13349;2026-09-02\|20.78\|-2.03\|21.21\|21.22\|20.55\|16794;2026-09-03\|22.86\|10.01\|20.76\|22.86\|20.76\|58414;2026-09-04\|22.19\|-2.93\|24.05\|24.05\|22.07\|73662;2026-09-07\|21.49\|-3.15\|22.19\|22.98\|20.40\|67270;2026-09-08\|21.54\|0.23\|21.40\|22.03\|20.78\|44785;2026-09-09\|23.02\|6.87\|21.80\|23.69\|21.73\|100453;2026-09-10\|21.86\|-5.04\|22.57\|23.00\|21.55\|73468;2026-09-11\|21.40\|-2.10\|21.50\|22.60\|20.50\|41434;2026-09-14\|21.10\|-1.40\|21.16\|21.64\|21.00\|24997
116079		电源类产品+磁性元器件+数据中心+储能行业原因：华鑫证券5月11日研报指出，AI用电需求爆发叠加电网稳定性约束，全球储能正从新能源配套升级为电力系统安全与AI能源基础设施核心，市场逻辑重新定价。公司原因： 1、据2026年4月25日年报，公司磁性元器件及电源类产品已批量配套储能、数据中心、新能源汽车及充电桩等赛道，2025年储能系统功率五年增33倍、容量增43倍，带动需求。 2、据2026年4月25日年报及2026年4月15日互动易，公司MFT隔离变压器效率97.5%–98.5%，已用于数据中心、光伏并网、储能系统，并与伊顿、比亚迪等头部客户合作。 3、据2026年4月25日一季报，公司2026Q1营收8.42亿元、归母净利3078万元，同比增69%，主因数据中心及新能源订单释放。	公司磁性元器件及电源类产品已覆盖光伏储能、数据中心、新能源汽车、充电桩等高景气赛道，并通过GE、法雷奥、比亚迪等客户认证	2026-05-11\|39.23\|5.60\|37.52\|40.87\|36.80\|411782;2026-05-12\|38.67\|-1.43\|38.36\|39.52\|37.90\|250331;2026-05-13\|42.54\|10.01\|38.27\|42.54\|37.82\|150734;2026-05-14\|44.76\|5.22\|45.94\|46.33\|43.42\|460077;2026-05-15\|43.23\|-3.42\|45.64\|46.60\|42.00\|325783;2026-05-18\|46.15\|6.75\|44.00\|47.55\|43.60\|317242;2026-05-19\|46.20\|0.11\|45.88\|46.43\|43.80\|271174;2026-05-20\|48.00\|3.90\|46.40\|48.56\|46.38\|277425;2026-05-21\|48.83\|1.73\|49.67\|52.60\|48.42\|440305;2026-05-22\|53.71\|9.99\|50.49\|53.71\|50.01\|297901;2026-05-25\|51.00\|-5.05\|54.00\|55.80\|49.56\|419137;2026-05-26\|47.58\|-6.71\|49.25\|49.88\|47.00\|263226;2026-05-27\|48.11\|1.11\|47.58\|51.32\|46.49\|304706;2026-05-28\|48.04\|-0.15\|47.91\|49.50\|47.46\|214920;2026-05-29\|44.20\|-7.99\|49.04\|49.60\|43.41\|345814;2026-06-01\|43.38\|-1.79\|45.05\|46.61\|42.90\|237149;2026-06-02\|41.70\|-3.87\|43.55\|43.66\|41.30\|253513;2026-06-03\|42.19\|1.18\|41.80\|43.41\|41.23\|196634;2026-06-04\|43.49\|3.08\|42.00\|44.18\|41.20\|225699;2026-06-05\|41.82\|-3.84\|42.37\|43.48\|41.20\|184409;2026-06-08\|39.33\|-5.95\|40.11\|41.48\|39.05\|182859;2026-06-09\|41.82\|6.33\|40.35\|42.01\|39.81\|165958;2026-06-10\|39.36\|-5.88\|41.07\|41.50\|39.05\|135899;2026-06-11\|38.52\|-2.13\|38.99\|39.73\|38.02\|134155;2026-06-12\|37.52\|-2.60\|39.72\|39.80\|37.40\|112558;2026-06-15\|39.35\|4.88\|38.19\|39.70\|38.01\|138143;2026-06-16\|43.29\|10.01\|40.15\|43.29\|39.87\|101924;2026-06-17\|42.32\|-2.24\|44.16\|44.99\|42.04\|350543;2026-06-18\|42.61\|0.69\|42.36\|43.31\|42.00\|240845;2026-06-22\|46.87\|10.00\|44.04\|46.87\|43.50\|497232;2026-06-23\|45.85\|-2.18\|45.60\|48.50\|44.69\|462424;2026-06-24\|44.33\|-3.32\|44.38\|45.31\|41.31\|343958;2026-06-25\|42.62\|-3.86\|44.33\|44.88\|42.00\|242722;2026-06-26\|41.50\|-2.63\|42.27\|45.00\|40.50\|231774;2026-06-29\|38.55\|-7.11\|41.29\|42.54\|37.83\|230573;2026-06-30\|40.86\|5.99\|39.01\|41.15\|37.70\|160039;2026-07-01\|39.88\|-2.40\|41.60\|44.95\|39.27\|360614;2026-07-02\|39.60\|-0.70\|38.42\|42.42\|38.01\|329654;2026-07-03\|39.62\|0.05\|39.60\|41.22\|38.57\|221270;2026-07-06\|39.73\|0.28\|40.01\|43.56\|39.25\|296990;2026-07-07\|38.50\|-3.10\|39.85\|42.00\|37.66\|217494;2026-07-08\|34.65\|-10.00\|37.98\|38.78\|34.65\|203030;2026-07-09\|35.43\|2.25\|34.01\|35.55\|32.50\|240421;2026-07-10\|34.07\|-3.84\|35.19\|36.06\|34.00\|185644;2026-07-13\|30.75\|-9.74\|33.99\|34.86\|30.68\|177775;2026-07-14\|31.25\|1.63\|31.01\|32.19\|29.77\|139044;2026-07-15\|29.73\|-4.86\|32.02\|32.48\|29.50\|131401;2026-07-16\|28.45\|-4.31\|29.28\|30.04\|28.04\|128146;2026-07-17\|26.16\|-8.05\|28.20\|28.80\|25.72\|149783;2026-07-20\|23.54\|-10.02\|26.68\|27.00\|23.54\|157243;2026-07-21\|25.27\|7.35\|23.96\|25.47\|21.19\|229025;2026-07-22\|25.57\|1.19\|25.94\|26.65\|25.00\|202711;2026-07-23\|26.17\|2.35\|25.50\|26.85\|25.47\|143851;2026-07-24\|25.08\|-4.17\|26.11\|26.15\|24.77\|120454;2026-07-27\|25.99\|3.63\|25.15\|25.99\|24.71\|117914;2026-07-28\|24.18\|-6.96\|25.80\|26.23\|23.92\|125211;2026-07-29\|24.38\|0.83\|24.00\|25.39\|23.32\|167748;2026-07-30\|22.35\|-8.33\|24.24\|24.34\|22.10\|162556;2026-07-31\|23.27\|4.12\|23.90\|24.55\|23.27\|161181;2026-08-03\|23.34\|0.30\|23.62\|24.02\|23.16\|143679;2026-08-04\|25.01\|7.16\|23.98\|25.18\|23.54\|169039;2026-08-05\|26.19\|4.72\|25.02\|26.41\|24.58\|190326;2026-08-06\|26.86\|2.56\|26.15\|27.15\|25.73\|154658;2026-08-07\|29.01\|8.00\|26.85\|29.45\|26.10\|262727;2026-08-10\|31.91\|10.00\|31.91\|31.91\|31.91\|74104;2026-08-11\|30.39\|-4.76\|31.96\|32.00\|28.72\|560463;2026-08-12\|31.88\|4.90\|30.50\|32.43\|30.50\|427237;2026-08-13\|31.74\|-0.44\|32.45\|33.37\|31.50\|355080;2026-08-14\|31.09\|-2.05\|31.89\|32.20\|30.67\|300855;2026-08-17\|31.97\|2.83\|31.40\|32.24\|30.62\|255992;2026-08-18\|31.30\|-2.10\|32.05\|32.22\|30.74\|205993;2026-08-19\|28.42\|-9.20\|29.91\|30.48\|28.26\|189208;2026-08-20\|28.31\|-0.39\|28.80\|29.00\|27.96\|135614;2026-08-21\|28.77\|1.62\|28.03\|29.78\|27.57\|159881;2026-08-24\|28.20\|-1.98\|28.76\|29.08\|27.13\|135494;2026-08-25\|28.45\|0.89\|27.55\|28.94\|26.84\|133820;2026-08-26\|27.78\|-2.35\|28.47\|28.90\|27.27\|113739;2026-08-27\|28.70\|3.31\|28.05\|28.90\|27.54\|139005;2026-08-28\|28.13\|-1.99\|28.85\|29.29\|28.10\|123502;2026-08-31\|28.64\|1.81\|27.55\|28.72\|27.44\|133211;2026-09-01\|27.50\|-3.98\|28.81\|28.89\|27.42\|128054;2026-09-02\|27.23\|-0.98\|27.00\|27.54\|26.86\|98286;2026-09-03\|28.18\|3.49\|27.52\|28.78\|27.18\|146389;2026-09-04\|27.73\|-1.60\|29.00\|30.39\|27.41\|262733;2026-09-07\|30.03\|8.29\|28.50\|30.50\|27.75\|356324;2026-09-08\|28.39\|-5.46\|30.03\|30.18\|28.23\|373724;2026-09-09\|28.82\|1.51\|29.80\|30.18\|28.32\|446374;2026-09-10\|27.09\|-6.00\|27.31\|27.76\|26.84\|266877;2026-09-11\|26.51\|-2.14\|26.40\|26.74\|25.47\|237591;2026-09-14\|27.17\|2.49\|26.01\|27.50\|25.80\|185611
116078		数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-05-11\|28.91\|10.01\|27.50\|28.91\|27.16\|357859;2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676;2026-07-10\|53.47\|-2.98\|57.00\|57.76\|53.30\|539383;2026-07-13\|48.12\|-10.01\|52.92\|54.70\|48.12\|491141;2026-07-14\|52.00\|8.06\|48.60\|52.57\|47.50\|589749;2026-07-15\|50.35\|-3.17\|53.04\|54.00\|49.99\|504791;2026-07-16\|47.00\|-6.65\|49.19\|50.25\|46.17\|408792;2026-07-17\|43.26\|-7.96\|46.55\|47.66\|43.00\|457628;2026-07-20\|40.20\|-7.07\|45.20\|46.88\|38.93\|536444;2026-07-21\|44.10\|9.70\|40.36\|44.12\|37.04\|555294;2026-07-22\|42.96\|-2.58\|44.28\|46.68\|42.09\|530857;2026-07-23\|42.85\|-0.26\|43.19\|47.26\|41.30\|647741;2026-07-24\|43.25\|0.93\|40.63\|43.55\|40.03\|604809;2026-07-27\|43.43\|0.42\|41.66\|43.44\|39.48\|617017;2026-07-28\|39.09\|-9.99\|40.67\|41.41\|39.09\|296482;2026-07-29\|37.18\|-4.89\|36.96\|37.80\|35.18\|816270;2026-07-30\|33.46\|-10.01\|36.52\|37.00\|33.46\|466316;2026-07-31\|35.30\|5.50\|36.00\|36.81\|34.60\|763998;2026-08-03\|32.62\|-7.59\|35.34\|35.44\|32.33\|478414;2026-08-04\|35.88\|9.99\|34.30\|35.88\|32.63\|369161;2026-08-05\|39.47\|10.01\|35.88\|39.47\|35.50\|580338;2026-08-06\|40.31\|2.13\|38.74\|40.99\|38.30\|540177;2026-08-07\|42.28\|4.89\|40.48\|43.30\|39.15\|616274;2026-08-10\|42.48\|0.47\|43.93\|44.40\|40.71\|408828;2026-08-11\|41.55\|-2.19\|42.00\|43.04\|41.11\|333170;2026-08-12\|42.22\|1.61\|41.87\|43.09\|41.40\|326632;2026-08-13\|40.89\|-3.15\|42.64\|43.98\|40.87\|391523;2026-08-14\|40.99\|0.24\|41.40\|41.92\|40.26\|340531;2026-08-17\|45.09\|10.00\|40.99\|45.09\|40.98\|428071;2026-08-18\|43.67\|-3.15\|45.54\|45.99\|42.65\|476475;2026-08-19\|39.36\|-9.87\|41.92\|42.44\|39.30\|455993;2026-08-20\|39.25\|-0.28\|39.74\|41.13\|38.60\|426727;2026-08-21\|41.01\|4.48\|40.04\|42.30\|39.36\|395755;2026-08-24\|41.40\|0.95\|43.10\|43.50\|39.71\|521167;2026-08-25\|42.60\|2.90\|39.91\|43.92\|39.18\|608422;2026-08-26\|40.25\|-5.52\|43.39\|43.59\|39.43\|498486;2026-08-27\|42.94\|6.68\|40.58\|43.00\|40.03\|540990;2026-08-28\|40.10\|-6.61\|42.88\|43.21\|40.01\|459896;2026-08-31\|41.76\|4.14\|39.13\|41.94\|38.82\|462450;2026-09-01\|38.79\|-7.11\|41.90\|42.00\|38.28\|507397;2026-09-02\|37.71\|-2.78\|38.14\|39.11\|37.40\|423433;2026-09-03\|39.02\|3.47\|38.30\|39.89\|37.70\|418299;2026-09-04\|36.20\|-7.23\|39.01\|39.45\|35.90\|456115;2026-09-07\|37.88\|4.64\|36.50\|38.49\|35.71\|406578;2026-09-08\|36.81\|-2.82\|37.88\|38.28\|36.00\|348228;2026-09-09\|37.94\|3.07\|37.50\|39.09\|36.85\|406882;2026-09-10\|37.75\|-0.50\|37.67\|38.20\|36.80\|246919;2026-09-11\|37.05\|-1.85\|37.38\|37.46\|35.39\|276837;2026-09-14\|36.41\|-1.73\|36.60\|36.84\|35.49\|249123
116077	建滔积层板再度涨价	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-05-11\|38.01\|0.03\|38.49\|39.88\|36.98\|1562436;2026-05-12\|37.82\|-0.50\|37.90\|38.01\|36.02\|1361856;2026-05-13\|38.10\|0.74\|37.00\|38.38\|36.50\|1329007;2026-05-14\|37.62\|-1.26\|39.30\|39.30\|36.90\|1555877;2026-05-15\|33.86\|-9.99\|37.60\|38.00\|33.86\|2086697;2026-05-18\|34.14\|0.83\|33.80\|34.82\|32.88\|1380053;2026-05-19\|34.90\|2.23\|33.93\|35.06\|32.71\|1305090;2026-05-20\|35.11\|0.60\|34.77\|35.98\|34.50\|1066972;2026-05-21\|35.52\|1.17\|35.50\|37.80\|35.12\|1800636;2026-05-22\|38.35\|7.97\|35.80\|38.35\|35.80\|1715411;2026-05-25\|39.42\|2.79\|38.97\|39.50\|37.80\|1580696;2026-05-26\|41.28\|4.72\|38.99\|42.95\|38.98\|1950592;2026-05-27\|39.53\|-3.80\|41.29\|41.42\|39.00\|1262841;2026-05-28\|43.48\|9.99\|39.27\|43.48\|38.69\|1762793;2026-05-29\|42.10\|-3.17\|43.48\|43.98\|42.01\|1675785;2026-06-01\|38.32\|-8.98\|41.29\|41.66\|37.90\|2146854;2026-06-02\|38.90\|1.51\|37.56\|39.64\|37.30\|1778027;2026-06-03\|37.91\|-2.54\|38.80\|40.15\|37.20\|1858187;2026-06-04\|38.39\|1.27\|37.32\|39.17\|36.50\|1562319;2026-06-05\|36.96\|-3.72\|38.00\|39.39\|36.83\|1448798;2026-06-08\|35.56\|-3.79\|34.13\|36.66\|34.13\|1146994;2026-06-09\|39.12\|10.01\|37.07\|39.12\|37.00\|1801910;2026-06-10\|39.37\|0.64\|40.00\|40.72\|38.90\|2090866;2026-06-11\|41.07\|4.32\|39.11\|41.70\|38.00\|1907052;2026-06-12\|41.61\|1.31\|42.50\|44.16\|41.31\|2092437;2026-06-15\|45.77\|10.00\|43.00\|45.77\|41.47\|1576593;2026-06-16\|49.64\|8.46\|46.94\|50.20\|46.00\|2417129;2026-06-17\|54.60\|9.99\|49.00\|54.60\|49.00\|1309598;2026-06-18\|53.50\|-2.01\|53.00\|54.99\|51.30\|2633731;2026-06-22\|58.38\|9.12\|54.00\|58.65\|54.00\|2095587;2026-06-23\|58.93\|0.94\|59.50\|62.60\|57.16\|2359120;2026-06-24\|64.82\|9.99\|58.00\|64.82\|57.75\|1709557;2026-06-25\|70.80\|9.23\|66.10\|71.30\|65.66\|2148511;2026-06-26\|74.12\|4.69\|71.00\|77.20\|70.12\|2270676;2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123
116076	建滔积层板再度涨价	PCB钻针+AI算力+业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年3月27日年报，公司PCB钻针全球市占率前二，已批量供应AI服务器客户，并完成50倍高长径比钻针技术储备。 2、据2026年4月16日公告，公司2026年一季度实现营收8.14亿元，同比增长92.33%；归母净利润2.61亿元，同比增长259.00%。 3、据2026年4月20日机构调研，公司目前订单充足，钻针月产能已达1.3亿支，并计划根据下游需求稳步推进新增产能释放。	公司为全球PCB钻针龙头，客户覆盖胜宏科技、深南电路、方正科技、景旺电子等国内外 PCB 知名厂商。	2026-05-11\|235.35\|-0.86\|238.50\|239.88\|228.00\|40933;2026-05-12\|237.97\|1.11\|237.35\|238.50\|230.02\|36579;2026-05-13\|236.77\|-0.50\|231.59\|241.16\|228.08\|49415;2026-05-14\|226.00\|-4.55\|239.01\|241.00\|223.82\|45048;2026-05-15\|247.69\|9.60\|228.21\|250.99\|226.62\|86784;2026-05-18\|253.68\|2.42\|240.00\|258.00\|225.00\|71987;2026-05-19\|247.99\|-2.24\|253.61\|258.61\|237.96\|36980;2026-05-20\|248.05\|0.02\|246.71\|252.30\|244.12\|32180;2026-05-21\|258.86\|4.36\|249.20\|277.75\|249.00\|60100;2026-05-22\|310.63\|20.00\|262.00\|310.63\|262.00\|61797;2026-05-25\|327.49\|5.43\|330.01\|332.66\|308.11\|74993;2026-05-26\|327.23\|-0.08\|320.94\|334.28\|301.58\|98271;2026-05-27\|347.08\|6.07\|326.94\|354.98\|322.01\|91063;2026-05-28\|369.62\|6.49\|343.90\|377.10\|336.89\|77398;2026-05-29\|350.72\|-5.11\|368.00\|368.11\|346.00\|60038;2026-06-01\|338.37\|-3.52\|344.42\|355.86\|331.11\|66862;2026-06-02\|344.28\|1.75\|338.37\|357.32\|338.04\|53579;2026-06-03\|384.74\|11.75\|344.28\|403.00\|338.11\|80372;2026-06-04\|408.52\|6.18\|378.00\|416.27\|372.00\|65833;2026-06-05\|395.91\|-3.09\|408.50\|425.80\|390.32\|56730;2026-06-08\|424.63\|7.25\|388.00\|443.99\|375.73\|65748;2026-06-09\|439.30\|3.45\|425.00\|443.90\|411.63\|56572;2026-06-10\|432.20\|-1.62\|433.64\|437.00\|414.58\|47385;2026-06-11\|430.89\|-0.30\|429.65\|444.00\|415.00\|44250;2026-06-12\|471.30\|9.38\|443.82\|477.37\|438.81\|65617;2026-06-15\|553.56\|17.45\|477.42\|556.00\|459.00\|58300;2026-06-16\|553.58\|0.00\|549.00\|577.65\|534.90\|63788;2026-06-17\|590.00\|6.58\|539.00\|598.68\|536.01\|55554;2026-06-18\|600.00\|1.69\|570.10\|628.18\|570.01\|42140;2026-06-22\|659.60\|9.93\|605.00\|666.00\|600.00\|48439;2026-06-23\|600.00\|-9.04\|644.80\|644.80\|583.87\|53247;2026-06-24\|620.00\|3.33\|580.83\|635.90\|580.06\|47566;2026-06-25\|640.50\|3.31\|620.00\|649.99\|603.18\|40364;2026-06-26\|590.00\|-7.88\|640.00\|662.30\|589.07\|55708;2026-06-29\|553.80\|-6.14\|579.39\|588.00\|530.00\|82700;2026-06-30\|550.90\|-0.52\|557.16\|565.00\|526.80\|72275;2026-07-01\|555.30\|0.80\|551.69\|565.20\|532.00\|69906;2026-07-02\|531.00\|-4.38\|537.99\|566.76\|527.00\|56934;2026-07-03\|518.04\|-2.44\|527.54\|539.00\|510.77\|50277;2026-07-06\|486.00\|-6.18\|509.89\|528.81\|484.07\|58562;2026-07-07\|488.89\|0.59\|493.32\|503.32\|479.00\|37914;2026-07-08\|473.08\|-3.23\|498.67\|502.00\|471.32\|37963;2026-07-09\|484.08\|2.33\|486.45\|489.00\|450.30\|47557;2026-07-10\|466.94\|-3.54\|490.00\|505.98\|465.00\|50230;2026-07-13\|437.70\|-6.26\|465.52\|466.69\|431.00\|60164;2026-07-14\|495.85\|13.29\|445.80\|499.58\|442.00\|70076;2026-07-15\|467.88\|-5.64\|503.66\|505.50\|466.15\|52072;2026-07-16\|463.19\|-1.00\|452.88\|481.94\|449.55\|44970;2026-07-17\|425.00\|-8.24\|454.87\|462.00\|420.01\|52094;2026-07-20\|372.00\|-12.47\|441.00\|444.83\|351.10\|65683;2026-07-21\|416.50\|11.96\|380.01\|419.60\|351.90\|60537;2026-07-22\|401.38\|-3.63\|410.05\|434.44\|397.01\|48415;2026-07-23\|402.10\|0.18\|408.00\|423.00\|395.00\|35355;2026-07-24\|396.60\|-1.37\|392.66\|406.66\|386.00\|29358;2026-07-27\|414.38\|4.48\|399.61\|417.27\|390.90\|46094;2026-07-28\|372.81\|-10.03\|402.45\|402.45\|369.00\|40317;2026-07-29\|361.28\|-3.09\|374.40\|383.00\|346.54\|41501;2026-07-30\|333.00\|-7.83\|357.45\|364.89\|323.59\|49295;2026-07-31\|350.10\|5.14\|370.70\|391.00\|349.02\|47514;2026-08-03\|335.00\|-4.31\|346.00\|351.95\|325.82\|38329;2026-08-04\|375.71\|12.15\|336.60\|379.50\|331.01\|56898;2026-08-05\|416.07\|10.74\|365.51\|422.97\|360.42\|62240;2026-08-06\|428.00\|2.87\|411.01\|448.00\|401.88\|64299;2026-08-07\|451.84\|5.57\|431.65\|469.60\|428.35\|64657;2026-08-10\|437.45\|-3.18\|450.00\|461.04\|422.00\|52716;2026-08-11\|429.01\|-1.93\|430.00\|445.00\|426.30\|30846;2026-08-12\|449.57\|4.79\|429.01\|459.57\|429.01\|38041;2026-08-13\|445.00\|-1.02\|460.00\|479.88\|443.50\|39802;2026-08-14\|447.80\|0.63\|445.01\|453.97\|434.87\|29319;2026-08-17\|462.90\|3.37\|452.00\|465.80\|445.10\|33078;2026-08-18\|471.00\|1.75\|463.01\|486.66\|460.00\|43228;2026-08-19\|429.93\|-8.72\|452.82\|458.00\|423.00\|45593;2026-08-20\|412.00\|-4.17\|436.02\|439.00\|408.43\|38892;2026-08-21\|416.50\|1.09\|413.97\|425.78\|404.11\|29638;2026-08-24\|393.01\|-5.64\|416.50\|422.00\|382.66\|41505;2026-08-25\|392.60\|-0.10\|388.88\|404.40\|386.01\|28302;2026-08-26\|394.60\|0.51\|400.05\|401.00\|386.00\|23884;2026-08-27\|416.97\|5.67\|398.55\|418.50\|394.01\|30293;2026-08-28\|406.38\|-2.54\|415.00\|424.23\|402.74\|26907;2026-08-31\|419.86\|3.32\|396.40\|425.00\|396.01\|40850;2026-09-01\|388.13\|-7.56\|415.67\|419.80\|386.00\|39513;2026-09-02\|387.90\|-0.06\|383.54\|394.78\|380.00\|24981;2026-09-03\|390.00\|0.54\|390.80\|395.50\|382.30\|23799;2026-09-04\|376.21\|-3.54\|390.02\|398.80\|372.24\|22084;2026-09-07\|396.76\|5.46\|382.99\|399.60\|377.01\|27785;2026-09-08\|399.00\|0.56\|399.27\|409.63\|389.18\|29052;2026-09-09\|392.00\|-1.75\|401.55\|406.50\|390.25\|21827;2026-09-10\|391.31\|-0.18\|387.68\|400.98\|383.03\|16781;2026-09-11\|390.30\|-0.26\|385.99\|393.66\|373.46\|20612;2026-09-14\|384.99\|-1.36\|383.28\|391.68\|378.00\|21065
116075	建滔积层板再度涨价	PCB基材+玻纤制品行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年4月15日业绩说明会，公司生产的电子级湿法薄毡作为覆铜板的增强基材，最终应用于印制电路板及家用电器控制板等电子绝缘场景，有一定技术壁垒，该项业务归类于复合材料板块且与其他湿法毡产品合并核算。 2、据2026年4月15日业绩说明会，在 CEM-3 覆铜板增强材料领域，我们已经完成了进口替代，国产化率很高。电子毡这种‘无纺布’结构的材料特性，不适用于作为低介电损耗（Low-Dk/Df）高频传输场景的核心功能介质。低介电（Low-Dk）或更超薄型的电子毡品类，我们审慎关注。 3、据2026年4月15日业绩说明会，公司拥有从“玻纤纱—玻纤制品—玻纤复合材料” 的完整产业链，致力于为国内外用户提供高性能复合材料一体化解决方案。主要产品包括玻纤纱、短切毡、湿法薄毡、玻纤织物、复合隔板、涂层毡、网格布、热塑性玻纤及制品等。其中，短切毡和湿法薄毡作为公司的拳头产品，在细分市场中处于领军地位。	1、国内规模最大的无纺玻纤制品综合生产企业之一，拥有完整的玻纤纱—玻纤制品—树脂—玻纤复合材料产业链； 2、公司生产的PCB电子毡是 CEM-3 型覆铜板主要基材之一，产品性能达进口水平，在中高端家电、电子信息及 LED 照明用 CEM-3 型覆铜板领域实现应用	2026-05-11\|21.64\|-0.82\|22.18\|22.36\|21.23\|324252;2026-05-12\|21.83\|0.88\|21.75\|22.12\|20.90\|281542;2026-05-13\|21.41\|-1.92\|21.44\|21.91\|20.88\|243413;2026-05-14\|20.89\|-2.43\|21.48\|21.54\|20.44\|221169;2026-05-15\|19.75\|-3.85\|20.72\|21.43\|19.52\|222878;2026-05-18\|19.56\|-0.96\|19.53\|20.05\|19.24\|140466;2026-05-19\|19.20\|-1.84\|19.41\|19.41\|18.28\|200530;2026-05-20\|19.33\|0.68\|18.91\|19.75\|18.67\|165222;2026-05-21\|18.59\|-3.83\|19.32\|20.25\|18.58\|250197;2026-05-22\|19.93\|7.21\|18.79\|20.25\|18.60\|282409;2026-05-25\|23.92\|20.02\|20.06\|23.92\|20.05\|449298;2026-05-26\|24.75\|3.47\|24.11\|24.81\|22.97\|619261;2026-05-27\|23.93\|-3.31\|24.28\|25.21\|23.39\|332279;2026-05-28\|25.75\|7.61\|23.91\|26.05\|23.75\|530557;2026-05-29\|24.51\|-4.82\|25.50\|25.50\|24.19\|374913;2026-06-01\|26.42\|7.79\|24.60\|27.68\|24.13\|645551;2026-06-02\|26.58\|0.61\|25.99\|28.82\|24.69\|647848;2026-06-03\|24.97\|-6.06\|26.51\|26.85\|24.50\|584463;2026-06-04\|24.62\|-1.40\|24.33\|25.78\|24.03\|390808;2026-06-05\|24.07\|-2.23\|24.12\|25.00\|23.16\|374303;2026-06-08\|22.18\|-7.85\|22.73\|23.48\|21.90\|307554;2026-06-09\|24.35\|9.78\|23.29\|24.56\|22.90\|386260;2026-06-10\|24.45\|0.41\|23.88\|24.85\|23.79\|356091;2026-06-11\|25.93\|6.05\|23.88\|26.29\|23.80\|516502;2026-06-12\|25.23\|-2.70\|26.00\|27.20\|25.10\|498632;2026-06-15\|27.26\|8.05\|25.62\|27.67\|25.56\|503397;2026-06-16\|28.05\|2.90\|26.83\|29.29\|26.70\|558475;2026-06-17\|31.90\|13.73\|27.00\|33.66\|26.88\|683513;2026-06-18\|29.86\|-6.39\|29.88\|30.50\|28.57\|578642;2026-06-22\|32.99\|10.48\|29.86\|33.55\|29.40\|553542;2026-06-23\|29.80\|-9.67\|32.10\|32.30\|28.74\|395532;2026-06-24\|30.40\|2.01\|28.99\|31.92\|28.96\|395167;2026-06-25\|32.01\|5.30\|30.17\|32.32\|29.59\|434495;2026-06-26\|32.99\|3.06\|31.44\|34.26\|31.05\|499896;2026-06-29\|29.16\|-11.61\|32.59\|32.94\|27.61\|486913;2026-06-30\|29.57\|1.41\|28.60\|29.94\|26.25\|374841;2026-07-01\|26.68\|-9.77\|29.41\|29.57\|26.16\|452863;2026-07-02\|24.71\|-7.38\|25.25\|26.04\|24.50\|304419;2026-07-03\|24.14\|-2.31\|24.33\|25.55\|24.00\|285807;2026-07-06\|22.68\|-6.05\|24.50\|24.87\|22.53\|294251;2026-07-07\|21.60\|-4.76\|22.58\|23.00\|21.30\|205592;2026-07-08\|20.78\|-3.80\|21.85\|21.90\|20.68\|182853;2026-07-09\|21.79\|4.86\|21.20\|21.82\|20.40\|243104;2026-07-10\|20.61\|-5.42\|21.80\|22.56\|20.61\|275843;2026-07-13\|19.04\|-7.62\|20.20\|20.74\|18.90\|212445;2026-07-14\|20.45\|7.41\|19.18\|20.79\|18.73\|259496;2026-07-15\|19.48\|-4.74\|20.83\|20.95\|19.35\|179994;2026-07-16\|18.40\|-5.54\|19.05\|19.44\|18.19\|160128;2026-07-17\|17.10\|-7.07\|18.58\|18.58\|16.80\|181497;2026-07-20\|15.73\|-8.01\|17.62\|17.88\|15.42\|213196;2026-07-21\|17.16\|9.09\|15.90\|17.22\|14.57\|260108;2026-07-22\|16.29\|-5.07\|16.79\|17.28\|16.09\|194358;2026-07-23\|16.45\|0.98\|16.23\|16.78\|16.08\|130540;2026-07-24\|15.86\|-3.59\|16.22\|16.40\|15.78\|108995;2026-07-27\|17.04\|7.44\|15.93\|17.08\|15.80\|196062;2026-07-28\|16.19\|-4.99\|16.91\|17.46\|16.10\|188555;2026-07-29\|15.92\|-1.67\|16.19\|16.54\|15.49\|190285;2026-07-30\|15.62\|-1.88\|15.81\|16.26\|15.42\|193858;2026-07-31\|15.89\|1.73\|16.69\|16.88\|15.87\|245364;2026-08-03\|15.57\|-2.01\|15.76\|15.89\|15.26\|147364;2026-08-04\|16.43\|5.52\|15.67\|16.51\|15.63\|194226;2026-08-05\|17.30\|5.30\|16.25\|17.48\|16.25\|248140;2026-08-06\|17.74\|2.54\|17.11\|18.00\|17.00\|226065;2026-08-07\|18.36\|3.49\|17.73\|18.67\|17.34\|274827;2026-08-10\|18.11\|-1.36\|18.54\|18.64\|17.76\|180591;2026-08-11\|17.89\|-1.21\|18.00\|18.30\|17.71\|138836;2026-08-12\|18.71\|4.58\|17.85\|19.30\|17.84\|283746;2026-08-13\|18.03\|-3.63\|18.80\|19.06\|18.02\|195070;2026-08-14\|18.68\|3.61\|18.21\|18.69\|18.01\|168458;2026-08-17\|19.15\|2.52\|18.68\|19.15\|18.60\|181555;2026-08-18\|18.89\|-1.36\|19.03\|19.37\|18.57\|154385;2026-08-19\|17.61\|-6.78\|18.40\|18.55\|17.50\|138051;2026-08-20\|17.49\|-0.68\|17.90\|18.06\|17.41\|116005;2026-08-21\|17.65\|0.91\|17.35\|17.69\|16.94\|96436;2026-08-24\|16.52\|-6.40\|17.33\|17.48\|16.07\|172443;2026-08-25\|16.70\|1.09\|16.25\|16.80\|15.89\|111216;2026-08-26\|16.61\|-0.54\|16.75\|16.78\|16.26\|86321;2026-08-27\|17.06\|2.71\|16.68\|17.12\|16.48\|105210;2026-08-28\|17.11\|0.29\|17.01\|17.62\|16.95\|115951;2026-08-31\|17.35\|1.40\|16.80\|17.37\|16.72\|88198;2026-09-01\|16.81\|-3.11\|17.87\|17.96\|16.74\|127320;2026-09-02\|16.83\|0.12\|16.51\|17.00\|16.45\|102298;2026-09-03\|16.64\|-1.13\|17.08\|17.25\|16.45\|102245;2026-09-04\|16.28\|-2.16\|16.78\|16.87\|16.13\|102498;2026-09-07\|16.87\|3.62\|16.28\|16.99\|16.20\|116685;2026-09-08\|16.90\|0.18\|16.85\|17.25\|16.75\|110633;2026-09-09\|16.92\|1.32\|16.85\|17.15\|16.82\|88395;2026-09-10\|17.34\|2.48\|16.72\|17.85\|16.63\|221420;2026-09-11\|18.79\|8.36\|17.00\|19.12\|16.93\|447034;2026-09-14\|20.15\|7.24\|18.80\|20.18\|18.05\|487971
116074	建滔积层板再度涨价	涨停揭秘：长联科技6月22日涨停，PCB干膜价格随上游建滔积层板再度涨价而上调，下游消费电子复苏带动订单回暖。；涨停缘由：PCB干膜为线路板关键辅材，建滔积层板6月宣布新一轮涨价，带动干膜采购成本转嫁及单价提升；AI PC及折叠屏手机拉动高端PCB需求，公司客户订单排期至Q3。；资金逻辑：主力资金低位回补，叠加PCB板块估值处于历史低位，资金提前布局电子周期拐点，成交额环比增长超60%。；风险提示：PCB行业整体产能过剩压力未根本缓解，价格弹性可持续性存疑；下游消费电子复苏力度低于预期将压制订单增速；原材料环氧树脂价格波动影响毛利。	公司产品包括PCB干膜，主要用于线路板领域	2026-05-11\|53.01\|3.17\|51.39\|53.68\|50.96\|19445;2026-05-12\|51.12\|-3.57\|53.00\|53.00\|50.81\|11339;2026-05-13\|52.85\|3.38\|51.59\|53.66\|50.87\|16794;2026-05-14\|52.38\|-0.89\|52.84\|54.30\|52.38\|11192;2026-05-15\|52.25\|-0.25\|52.46\|52.69\|51.86\|9447;2026-05-18\|52.09\|-0.31\|52.02\|52.48\|51.38\|7616;2026-05-19\|52.14\|0.10\|52.09\|52.77\|51.69\|5355;2026-05-20\|53.76\|3.11\|53.44\|54.00\|51.75\|18700;2026-05-21\|52.49\|-2.36\|53.76\|55.89\|52.35\|20447;2026-05-22\|55.03\|4.84\|53.11\|55.59\|52.30\|19317;2026-05-25\|53.47\|-2.83\|55.12\|55.50\|52.90\|14332;2026-05-26\|53.52\|0.09\|53.47\|54.30\|52.13\|12047;2026-05-27\|55.40\|3.51\|53.56\|56.10\|53.53\|26489;2026-05-28\|40.30\|2.03\|38.77\|40.46\|38.52\|28583;2026-05-29\|37.96\|-5.81\|39.90\|41.28\|37.61\|30097;2026-06-01\|39.78\|4.79\|37.90\|40.74\|37.39\|29313;2026-06-02\|40.63\|2.14\|39.53\|41.27\|39.26\|28789;2026-06-03\|40.40\|-0.57\|40.07\|40.99\|39.76\|21375;2026-06-04\|39.96\|-1.09\|39.88\|40.95\|39.40\|15829;2026-06-05\|40.92\|2.40\|39.96\|41.56\|39.29\|31232;2026-06-08\|39.68\|-3.03\|39.80\|41.50\|39.11\|25269;2026-06-09\|38.91\|-1.94\|39.71\|40.49\|38.85\|18079;2026-06-10\|38.54\|-0.95\|38.80\|39.10\|37.60\|17936;2026-06-11\|37.81\|-1.89\|38.22\|38.69\|36.78\|15368;2026-06-12\|37.64\|-0.45\|38.21\|39.00\|37.15\|18956;2026-06-15\|37.63\|-0.03\|37.64\|38.47\|37.45\|13149;2026-06-16\|40.25\|6.96\|37.58\|40.66\|36.84\|33301;2026-06-17\|39.90\|-0.87\|39.73\|41.39\|38.95\|20149;2026-06-18\|39.00\|-2.26\|39.92\|40.47\|39.00\|13834;2026-06-22\|43.42\|11.33\|38.99\|43.60\|38.12\|56314;2026-06-23\|42.79\|-1.45\|42.99\|43.85\|42.26\|30020;2026-06-24\|43.75\|2.24\|42.78\|43.79\|40.50\|40728;2026-06-25\|45.77\|4.62\|42.93\|46.16\|42.86\|52285;2026-06-26\|47.47\|3.71\|45.16\|48.99\|45.00\|54449;2026-06-29\|47.71\|0.51\|47.67\|49.49\|46.55\|46482;2026-06-30\|45.97\|-3.65\|47.58\|47.58\|45.52\|41449;2026-07-01\|48.27\|5.00\|45.57\|51.00\|44.58\|49668;2026-07-02\|47.59\|-1.41\|47.58\|48.21\|46.00\|30204;2026-07-03\|44.60\|-6.28\|48.15\|48.15\|44.51\|32485;2026-07-06\|41.17\|-7.69\|44.39\|44.81\|41.00\|35649;2026-07-07\|39.02\|-5.22\|41.20\|41.50\|38.01\|30429;2026-07-08\|36.90\|-5.43\|39.47\|39.47\|36.61\|24127;2026-07-09\|41.77\|13.20\|37.01\|43.30\|37.00\|62106;2026-07-10\|42.57\|1.92\|42.27\|44.44\|41.48\|38862;2026-07-13\|40.10\|-5.80\|42.99\|42.99\|40.02\|25114;2026-07-14\|41.59\|3.72\|40.48\|42.30\|40.10\|26517;2026-07-15\|41.20\|-0.94\|41.45\|41.45\|39.69\|22147;2026-07-16\|41.10\|-0.24\|41.09\|41.88\|40.46\|16431;2026-07-17\|38.50\|-6.33\|41.09\|41.75\|38.30\|22634;2026-07-20\|33.96\|-11.79\|38.98\|39.18\|33.48\|36522;2026-07-21\|33.08\|-2.59\|34.18\|34.66\|31.06\|25202;2026-07-22\|32.17\|-2.75\|33.28\|33.48\|32.02\|15754;2026-07-23\|32.82\|2.02\|31.88\|32.82\|31.84\|12848;2026-07-24\|30.80\|-6.15\|32.43\|32.52\|30.80\|16675;2026-07-27\|31.50\|2.27\|30.60\|31.63\|30.00\|15478;2026-07-28\|30.85\|-2.06\|31.04\|31.76\|30.70\|14574;2026-07-29\|30.80\|-0.16\|30.79\|30.96\|30.08\|16222;2026-07-30\|30.07\|-2.37\|30.48\|30.83\|29.60\|20173;2026-07-31\|31.51\|4.79\|30.35\|32.46\|30.35\|23894;2026-08-03\|31.96\|1.43\|31.51\|32.15\|31.40\|10783;2026-08-04\|32.82\|2.69\|31.98\|32.86\|31.98\|13598;2026-08-05\|33.62\|2.44\|32.76\|34.27\|32.55\|18246;2026-08-06\|33.39\|-0.68\|33.11\|33.78\|32.94\|11930;2026-08-07\|33.81\|1.26\|33.21\|34.04\|32.70\|13259;2026-08-10\|33.36\|-1.33\|33.80\|33.85\|33.15\|10623;2026-08-11\|33.02\|-1.02\|33.50\|33.65\|32.76\|8137;2026-08-12\|33.07\|0.15\|33.02\|33.19\|32.86\|9196;2026-08-13\|32.94\|-0.39\|33.10\|33.99\|32.77\|12823;2026-08-14\|33.40\|1.40\|33.00\|33.49\|32.61\|10985;2026-08-17\|34.18\|2.34\|33.50\|34.18\|32.95\|14542;2026-08-18\|33.55\|-1.84\|34.80\|34.90\|33.21\|13751;2026-08-19\|36.20\|7.90\|33.44\|37.90\|32.87\|61488;2026-08-20\|34.39\|-5.00\|35.06\|35.52\|33.50\|45638;2026-08-21\|33.20\|-3.46\|33.50\|33.77\|31.88\|24596;2026-08-24\|32.05\|-3.46\|33.13\|33.99\|31.76\|19161;2026-08-25\|32.39\|1.06\|32.01\|32.59\|31.51\|13302;2026-08-26\|32.24\|-0.46\|32.38\|32.52\|31.86\|10708;2026-08-27\|32.79\|1.71\|32.30\|32.90\|31.95\|14449;2026-08-28\|32.64\|-0.46\|32.88\|33.23\|32.55\|13237;2026-08-31\|32.88\|0.74\|32.61\|33.20\|32.09\|11429;2026-09-01\|32.94\|0.18\|32.89\|33.21\|32.64\|10880;2026-09-02\|32.51\|-1.31\|32.55\|32.94\|32.23\|11219;2026-09-03\|32.08\|-1.32\|32.65\|33.16\|32.02\|9498;2026-09-04\|31.49\|-1.84\|32.20\|32.49\|31.40\|11029;2026-09-07\|31.66\|0.54\|31.52\|31.89\|31.23\|6707;2026-09-08\|31.35\|-0.98\|31.80\|31.80\|31.15\|9923;2026-09-09\|30.97\|-1.21\|31.35\|31.47\|30.81\|7998;2026-09-10\|30.39\|-1.87\|30.90\|30.93\|30.36\|7114;2026-09-11\|29.75\|-2.11\|30.33\|30.49\|29.40\|8421;2026-09-14\|30.13\|1.28\|29.75\|30.47\|29.63\|8497
116073	建滔积层板再度涨价	硬质合金棒材+PCB钻针+半导体封装+一季报扭亏行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月15日互动易，公司生产的硬质合金棒材是制造PCB钻头、钻针的关键基础材料，公司将密切关注AI服务器M9板材带来的PCB钻针需求变化。 2、据2026年6月15日及5月15日互动易，高精度的硬质合金棒材可用于制造半导体封装测试环节所需的微型钻头和铣刀，激光锡球焊喷嘴是先进封装核心部件。 3、据2026年4月24日公告，公司2026年一季度实现营收14.29亿元，同比增长110.30%，归母净利润5629.53万元，同比扭亏为盈。	PCB铜箔产品是公司控股子公司浙江宏丰铜箔有限公司投资建设的“年产5万吨铜箔生产基地项目”的规划产品之一，PCB铜箔产线正在按计划建设中，当前进展顺利	2026-05-11\|15.88\|-6.48\|17.51\|17.99\|15.78\|1402041;2026-05-12\|17.35\|9.26\|16.10\|18.44\|16.07\|1380753;2026-05-13\|17.20\|-0.86\|16.96\|17.68\|16.35\|1199743;2026-05-14\|16.00\|-6.98\|17.03\|17.03\|15.89\|923934;2026-05-15\|15.77\|-1.44\|16.00\|16.45\|15.56\|766820;2026-05-18\|17.26\|9.45\|15.83\|17.73\|15.83\|1006181;2026-05-19\|19.35\|12.11\|16.90\|20.20\|16.73\|1215881;2026-05-20\|18.51\|-4.34\|19.49\|19.55\|18.21\|847952;2026-05-21\|17.57\|-5.08\|18.51\|18.86\|17.50\|709964;2026-05-22\|18.52\|5.41\|17.91\|18.99\|17.56\|874915;2026-05-25\|18.40\|-0.65\|19.19\|19.90\|17.81\|819259;2026-05-26\|17.70\|-3.80\|17.80\|18.19\|16.91\|802074;2026-05-27\|17.08\|-3.50\|17.01\|17.44\|16.65\|629948;2026-05-28\|17.41\|1.93\|16.90\|17.80\|16.39\|752957;2026-05-29\|16.97\|-2.53\|17.06\|17.89\|16.67\|691288;2026-06-01\|16.14\|-4.89\|17.01\|17.66\|15.99\|696911;2026-06-02\|16.75\|3.78\|16.13\|16.96\|15.31\|639849;2026-06-03\|17.26\|3.04\|16.51\|17.96\|16.40\|828102;2026-06-04\|17.54\|1.62\|16.55\|17.80\|16.47\|675568;2026-06-05\|17.51\|-0.17\|17.51\|18.35\|16.58\|708803;2026-06-08\|17.63\|0.69\|16.58\|18.38\|16.48\|759430;2026-06-09\|18.55\|5.22\|17.95\|18.86\|17.59\|916336;2026-06-10\|20.23\|9.12\|18.20\|21.09\|17.38\|1137192;2026-06-11\|17.16\|-15.18\|20.00\|20.95\|16.64\|1223970;2026-06-12\|16.48\|-3.96\|17.51\|18.35\|16.38\|1000143;2026-06-15\|17.80\|8.01\|16.74\|18.10\|16.70\|853199;2026-06-16\|18.46\|3.71\|17.82\|18.77\|17.45\|772373;2026-06-17\|22.15\|19.99\|18.01\|22.15\|17.93\|1150885;2026-06-18\|22.25\|0.45\|21.70\|22.50\|20.61\|1091578;2026-06-22\|25.53\|14.74\|23.11\|25.98\|23.00\|995035;2026-06-23\|23.46\|-8.11\|25.91\|26.50\|23.20\|948488;2026-06-24\|23.17\|-1.24\|23.60\|23.98\|22.60\|741544;2026-06-25\|22.45\|-3.11\|23.30\|24.27\|21.88\|883569;2026-06-26\|20.89\|-6.95\|22.49\|22.95\|20.66\|710191;2026-06-29\|19.83\|-5.07\|20.69\|21.11\|19.11\|657808;2026-06-30\|20.55\|3.63\|19.66\|20.78\|19.25\|594729;2026-07-01\|20.57\|0.10\|21.31\|21.68\|20.15\|632675;2026-07-02\|21.36\|3.84\|19.54\|22.46\|19.41\|763719;2026-07-03\|20.92\|-2.06\|21.00\|21.78\|19.82\|627549;2026-07-06\|19.19\|-8.27\|21.51\|21.60\|19.01\|549768;2026-07-07\|18.19\|-5.21\|18.91\|19.30\|17.87\|465096;2026-07-08\|17.55\|-3.52\|18.20\|18.40\|17.16\|372334;2026-07-09\|18.00\|2.56\|17.80\|18.11\|16.73\|392122;2026-07-10\|17.20\|-4.44\|18.00\|18.77\|17.20\|464958;2026-07-13\|15.64\|-9.07\|16.78\|17.11\|15.54\|460612;2026-07-14\|17.19\|9.91\|15.66\|17.89\|15.30\|451463;2026-07-15\|16.52\|-3.90\|17.28\|17.65\|16.38\|338192;2026-07-16\|15.67\|-5.15\|16.27\|16.80\|15.53\|316652;2026-07-17\|14.59\|-6.89\|15.70\|15.86\|14.45\|348697;2026-07-20\|12.81\|-12.20\|14.88\|15.15\|12.47\|488797;2026-07-21\|13.95\|8.90\|13.07\|14.04\|11.32\|519922;2026-07-22\|13.39\|-4.01\|13.77\|14.24\|13.27\|369256;2026-07-23\|14.01\|4.63\|13.58\|14.18\|13.36\|374182;2026-07-24\|13.44\|-4.07\|13.57\|14.15\|13.40\|293909;2026-07-27\|13.95\|3.79\|13.36\|13.95\|13.21\|301251;2026-07-28\|13.15\|-5.73\|13.74\|13.88\|13.04\|268890;2026-07-29\|13.07\|-0.61\|13.18\|13.27\|12.55\|300601;2026-07-30\|12.34\|-5.59\|13.11\|13.25\|12.10\|300731;2026-07-31\|12.92\|4.70\|13.32\|13.70\|12.90\|449962;2026-08-03\|12.63\|-2.24\|12.93\|13.11\|12.51\|278900;2026-08-04\|13.48\|6.73\|12.79\|13.61\|12.59\|316079;2026-08-05\|14.44\|7.12\|13.55\|14.58\|13.41\|407812;2026-08-06\|16.05\|11.15\|14.21\|16.32\|14.11\|713087;2026-08-07\|15.63\|-2.62\|15.02\|15.82\|14.80\|970280;2026-08-10\|14.77\|-5.50\|15.37\|15.66\|14.54\|715444;2026-08-11\|14.59\|-1.22\|14.52\|14.95\|14.25\|485746;2026-08-12\|14.53\|-0.41\|14.54\|14.75\|14.37\|450695;2026-08-13\|13.85\|-4.68\|14.69\|14.86\|13.83\|540876;2026-08-14\|14.46\|4.40\|14.00\|14.77\|14.00\|549832;2026-08-17\|14.94\|3.32\|14.66\|14.98\|14.47\|532702;2026-08-18\|14.61\|-2.21\|14.80\|15.24\|14.47\|429867;2026-08-19\|13.17\|-9.86\|14.10\|14.18\|13.09\|450339;2026-08-20\|13.11\|-0.46\|13.62\|13.65\|12.97\|320932;2026-08-21\|13.42\|2.36\|13.00\|13.56\|12.75\|300020;2026-08-24\|12.98\|-3.28\|13.30\|13.41\|12.65\|262324;2026-08-25\|13.12\|1.08\|12.85\|13.21\|12.48\|237607;2026-08-26\|12.97\|-1.14\|13.18\|13.22\|12.70\|208341;2026-08-27\|13.42\|3.47\|13.09\|13.52\|12.90\|283583;2026-08-28\|13.38\|-0.30\|13.35\|13.95\|13.26\|348815;2026-08-31\|13.67\|2.17\|13.02\|13.74\|13.00\|286175;2026-09-01\|13.09\|-4.24\|13.77\|13.77\|12.91\|342244;2026-09-02\|12.95\|-1.07\|12.90\|13.07\|12.77\|184759;2026-09-03\|13.11\|1.24\|13.10\|13.26\|12.80\|243615;2026-09-04\|12.61\|-3.81\|13.15\|13.43\|12.50\|306853;2026-09-07\|13.07\|3.65\|12.76\|13.16\|12.65\|290599;2026-09-08\|12.89\|-1.38\|13.00\|13.25\|12.80\|232583;2026-09-09\|12.95\|0.47\|12.93\|13.23\|12.83\|218947;2026-09-10\|13.08\|1.00\|12.83\|13.35\|12.68\|289640;2026-09-11\|13.23\|1.15\|12.77\|13.34\|12.48\|428719;2026-09-14\|13.77\|4.08\|13.00\|13.83\|12.76\|499046
116072	建滔积层板再度涨价	黑磷+PCB概念+CSR增韧剂+一季报增长行业原因：据央视财经6月21日报道，磷酸铁锂价格翻倍但需求依然旺盛，一包约400公斤的磷酸铁锂价格超25000元，一年前仅10000元。有企业负责人告诉记者，新能源汽车以及储能产品的出口旺盛，成为本轮产品涨价的重要动因。公司原因： 1、据2026年5月21日投资者关系管理信息，公司控股子公司瑞丰玥能黑磷吨级中试装置调试工作已完成，并已小批量投料试验。黑磷是一种二维半导体材料，在新能源电池负极材料、半导体等领域有潜在应用价值。 2、据2026年5月21日及2026年2月24日投资者关系管理信息，公司CSR增韧剂等工程塑料助剂产品可用于覆铜板、PCB板等领域，正与国内部分客户进行技术对接及产品验证，已实现小批量出货。 3、据2026年4月15日公告，公司2026年一季度实现归母净利润2023.54万元，同比增长282.99%。	公司CSR增韧剂产于2025年取得突破，并实现小批量出货，主要用于汽车、覆铜板、风电、封装等领域环氧树脂等树脂材料或复合材料的增韧改性	2026-05-11\|18.00\|-1.48\|18.28\|18.50\|17.80\|194897;2026-05-12\|19.48\|8.22\|17.91\|19.74\|17.55\|441720;2026-05-13\|20.43\|4.88\|19.00\|21.00\|18.80\|405790;2026-05-14\|19.20\|-6.02\|20.05\|20.90\|19.16\|330664;2026-05-15\|18.34\|-4.48\|19.04\|19.28\|18.14\|250133;2026-05-18\|19.30\|5.23\|18.02\|19.80\|18.02\|271097;2026-05-19\|18.60\|-3.63\|19.17\|19.89\|18.44\|233068;2026-05-20\|18.60\|0.00\|18.51\|18.99\|18.11\|200597;2026-05-21\|17.39\|-6.51\|18.46\|19.07\|17.20\|227232;2026-05-22\|20.87\|20.01\|17.68\|20.87\|17.60\|435626;2026-05-25\|20.78\|-0.43\|21.36\|21.80\|20.50\|453285;2026-05-26\|20.39\|-1.88\|20.72\|20.95\|19.70\|326898;2026-05-27\|18.67\|-8.44\|20.60\|20.63\|18.38\|389200;2026-05-28\|18.88\|1.12\|18.80\|19.50\|18.35\|331099;2026-05-29\|18.85\|-0.16\|19.20\|19.87\|18.50\|425122;2026-06-01\|18.63\|-1.17\|18.52\|19.09\|18.00\|320974;2026-06-02\|20.01\|7.41\|18.29\|20.27\|17.86\|457317;2026-06-03\|19.39\|-3.10\|19.83\|20.18\|18.91\|321712;2026-06-04\|18.08\|-6.76\|19.08\|19.45\|17.11\|408798;2026-06-05\|17.82\|-1.44\|17.86\|18.58\|17.17\|308678;2026-06-08\|17.70\|-0.67\|16.85\|17.99\|16.70\|267590;2026-06-09\|19.08\|7.80\|17.93\|19.19\|17.93\|331977;2026-06-10\|19.10\|0.10\|19.12\|19.98\|18.66\|225384;2026-06-11\|18.73\|-1.47\|18.88\|19.31\|18.26\|171488;2026-06-12\|18.11\|-3.31\|19.19\|19.87\|18.00\|266796;2026-06-15\|19.75\|9.06\|18.50\|19.88\|18.40\|337886;2026-06-16\|20.53\|3.95\|19.80\|20.59\|19.30\|307801;2026-06-17\|20.85\|1.56\|20.20\|21.83\|20.00\|398937;2026-06-18\|19.55\|-6.24\|20.44\|20.70\|19.39\|348374;2026-06-22\|23.46\|20.00\|19.95\|23.46\|19.94\|639004;2026-06-23\|21.14\|-9.89\|23.66\|24.00\|20.86\|582277;2026-06-24\|22.10\|4.54\|21.52\|22.86\|19.93\|593584;2026-06-25\|20.73\|-6.20\|22.40\|22.60\|20.60\|449774;2026-06-26\|22.76\|9.79\|20.62\|23.98\|19.89\|623494;2026-06-29\|22.24\|-2.28\|23.18\|24.18\|21.34\|533114;2026-06-30\|21.74\|-2.25\|21.70\|22.00\|21.02\|409365;2026-07-01\|22.56\|3.77\|21.62\|23.02\|20.93\|497937;2026-07-02\|20.69\|-8.29\|21.46\|21.95\|20.31\|338999;2026-07-03\|18.55\|-10.34\|20.40\|20.69\|18.50\|357161;2026-07-06\|18.71\|0.86\|18.37\|19.23\|17.56\|268423;2026-07-07\|17.13\|-8.44\|18.49\|18.88\|16.94\|239065;2026-07-08\|16.12\|-5.90\|17.35\|17.37\|16.06\|206822;2026-07-09\|16.11\|-0.06\|16.18\|16.45\|15.36\|198160;2026-07-10\|15.41\|-4.35\|16.11\|16.50\|15.40\|201806;2026-07-13\|14.43\|-6.36\|15.37\|15.79\|14.25\|187925;2026-07-14\|15.05\|4.30\|14.69\|15.22\|14.28\|162407;2026-07-15\|14.63\|-2.79\|15.10\|15.23\|14.50\|120491;2026-07-16\|13.92\|-4.85\|14.50\|14.70\|13.80\|128071;2026-07-17\|13.53\|-2.80\|14.14\|14.31\|13.38\|143301;2026-07-20\|12.45\|-7.98\|13.83\|13.95\|12.10\|176515;2026-07-21\|13.36\|7.31\|12.60\|13.36\|11.32\|194988;2026-07-22\|12.83\|-3.97\|13.26\|13.40\|12.76\|135618;2026-07-23\|13.28\|3.51\|12.88\|13.32\|12.79\|127848;2026-07-24\|13.18\|-0.75\|13.00\|13.42\|12.82\|113247;2026-07-27\|14.37\|9.03\|13.26\|14.45\|13.18\|237605;2026-07-28\|12.84\|-10.65\|13.95\|14.18\|12.75\|296571;2026-07-29\|13.24\|3.12\|13.06\|13.32\|12.57\|189081;2026-07-30\|12.30\|-7.10\|13.10\|13.11\|12.23\|168072;2026-07-31\|12.79\|3.98\|13.03\|13.48\|12.78\|189194;2026-08-03\|12.97\|1.41\|12.86\|13.00\|12.68\|106440;2026-08-04\|13.44\|3.62\|13.12\|13.55\|12.94\|136675;2026-08-05\|14.00\|4.17\|13.65\|14.10\|13.48\|150281;2026-08-06\|14.31\|2.21\|13.84\|14.40\|13.84\|165728;2026-08-07\|14.95\|4.47\|14.40\|15.22\|13.96\|229846;2026-08-10\|14.81\|-0.94\|14.93\|14.98\|14.52\|141009;2026-08-11\|14.64\|-1.15\|14.70\|14.89\|14.55\|117684;2026-08-12\|14.75\|0.75\|14.57\|14.82\|14.57\|89700;2026-08-13\|14.54\|-1.42\|14.76\|15.11\|14.53\|118077;2026-08-14\|16.88\|16.09\|14.95\|17.02\|14.77\|390712;2026-08-17\|16.80\|-0.47\|16.53\|16.87\|16.08\|262048;2026-08-18\|19.38\|15.36\|20.00\|20.16\|18.20\|826593;2026-08-19\|18.81\|-2.94\|19.31\|21.10\|18.56\|764956;2026-08-20\|17.00\|-9.62\|18.66\|19.08\|16.92\|502960;2026-08-21\|16.76\|-1.41\|16.80\|17.18\|16.43\|294955;2026-08-24\|15.98\|-4.65\|16.89\|16.97\|15.67\|245177;2026-08-25\|16.00\|0.13\|15.95\|16.20\|15.28\|211449;2026-08-26\|16.08\|0.50\|16.09\|16.28\|15.53\|200392;2026-08-27\|17.11\|6.41\|16.11\|17.89\|16.11\|339807;2026-08-28\|17.16\|0.29\|17.20\|17.98\|17.08\|257057;2026-08-31\|17.16\|0.00\|16.74\|17.52\|16.60\|271804;2026-09-01\|16.70\|-2.68\|17.23\|17.26\|16.66\|180935;2026-09-02\|16.33\|-2.22\|16.20\|16.70\|16.09\|144724;2026-09-03\|16.13\|-1.22\|16.45\|16.60\|16.04\|116094;2026-09-04\|15.36\|-4.77\|16.21\|16.42\|15.24\|162629;2026-09-07\|15.85\|3.19\|15.58\|15.99\|15.36\|143187;2026-09-08\|16.06\|1.32\|15.84\|16.35\|15.66\|132162;2026-09-09\|16.20\|0.87\|15.98\|16.52\|15.97\|129848;2026-09-10\|16.04\|-0.99\|16.03\|16.39\|15.83\|101993;2026-09-11\|15.72\|-2.00\|15.71\|15.94\|15.10\|129252;2026-09-14\|16.27\|3.50\|15.49\|16.45\|15.31\|132902
116071	建滔积层板再度涨价	电子级碳氢树脂+光刻胶+纳米材料 1、据2026年6月18日异动公告，公司电子级碳氢树脂产品应用于M6~M8级高速覆铜板领域，2025年实现营收325.97万元，子公司世名新材料营收同比增长1,096.73%；据2026年6月3日互动易，公司正持续开展向M9/M10级更高等级产品应用的配方调配与工艺优化研发储备。 2、据2026年6月9日互动易，公司光刻胶颜料分散液部分产品已通过下游用户上线验证并实现稳定出货，国内该业务仍处于“0-1”阶段；据2026年6月18日异动公告，年产5000吨LCD显示光刻胶专用纳米颜料分散液项目一期年产1500吨量产线正稳步推进。 3、据2025年年报，公司深耕纳米着色材料与功能性纳米分散体，重点布局电子化学品领域，电子UV单体产品广泛应用于PCB干膜光刻胶、阻焊油墨等领域。	公司开发的特种碳氢树脂产品主要用于5G高速覆铜板，属于M6~M8级，项目整体处于试生产中，500吨级电子级碳氢树脂已向部分下游客户送样与小批量供应	2026-05-11\|13.68\|0.44\|13.62\|13.74\|13.46\|60764;2026-05-12\|13.52\|-1.17\|13.67\|13.67\|13.26\|59423;2026-05-13\|13.86\|2.51\|13.40\|13.99\|13.30\|82989;2026-05-14\|13.40\|-3.32\|13.88\|13.90\|13.35\|64589;2026-05-15\|13.35\|-0.37\|13.41\|13.80\|13.26\|46935;2026-05-18\|13.47\|0.90\|13.30\|13.77\|13.04\|66080;2026-05-19\|13.66\|1.41\|13.47\|13.70\|13.33\|46672;2026-05-20\|13.68\|0.15\|13.58\|13.76\|13.33\|63124;2026-05-21\|12.80\|-6.43\|13.73\|13.91\|12.72\|86753;2026-05-22\|13.52\|5.62\|12.85\|13.59\|12.71\|91565;2026-05-25\|13.66\|1.04\|13.65\|14.31\|13.50\|92448;2026-05-26\|13.40\|-1.90\|13.65\|13.65\|13.09\|92956;2026-05-27\|12.93\|-3.51\|13.41\|13.86\|12.82\|75027;2026-05-28\|13.17\|1.86\|12.99\|13.26\|12.73\|66414;2026-05-29\|12.23\|-7.14\|13.16\|13.51\|12.12\|85411;2026-06-01\|12.35\|0.98\|12.36\|12.56\|12.10\|47534;2026-06-02\|12.08\|-2.19\|12.34\|12.45\|11.85\|44678;2026-06-03\|11.72\|-2.98\|12.09\|12.13\|11.59\|52537;2026-06-04\|11.56\|-1.37\|11.81\|11.81\|11.34\|51567;2026-06-05\|11.61\|0.43\|11.47\|11.91\|11.01\|66588;2026-06-08\|11.13\|-4.13\|11.34\|11.72\|10.93\|73489;2026-06-09\|12.39\|11.32\|12.01\|13.36\|11.50\|483171;2026-06-10\|12.61\|1.78\|12.01\|13.01\|11.89\|399561;2026-06-11\|12.05\|-4.44\|12.37\|12.73\|11.89\|216230;2026-06-12\|11.51\|-4.48\|12.29\|12.75\|11.51\|203655;2026-06-15\|12.24\|6.34\|11.68\|12.36\|11.68\|200838;2026-06-16\|13.34\|8.99\|12.26\|13.44\|12.12\|231107;2026-06-17\|16.01\|20.02\|13.33\|16.01\|13.20\|574136;2026-06-18\|19.21\|19.99\|16.90\|19.21\|16.83\|490912;2026-06-22\|23.05\|19.99\|18.69\|23.05\|18.48\|724717;2026-06-23\|23.04\|-0.04\|21.85\|23.50\|21.66\|536850;2026-06-24\|25.04\|8.68\|23.11\|25.60\|23.06\|459146;2026-06-25\|23.94\|-4.39\|24.79\|25.09\|23.07\|381744;2026-06-26\|22.53\|-5.89\|23.34\|23.35\|20.37\|382638;2026-06-29\|22.84\|1.38\|22.44\|23.33\|20.81\|288098;2026-06-30\|23.97\|4.95\|22.67\|24.30\|21.90\|264949;2026-07-01\|22.10\|-7.80\|23.78\|25.00\|22.02\|286394;2026-07-02\|21.59\|-2.31\|21.84\|22.43\|19.60\|228009;2026-07-03\|22.21\|2.87\|21.68\|22.73\|20.71\|216051;2026-07-06\|21.60\|-2.75\|21.79\|22.58\|20.18\|210404;2026-07-07\|23.25\|7.64\|21.64\|23.25\|21.13\|253839;2026-07-08\|24.10\|3.66\|23.02\|24.58\|21.91\|343967;2026-07-09\|19.28\|-20.00\|23.86\|23.86\|19.28\|357439;2026-07-10\|17.47\|-9.39\|18.11\|18.75\|17.05\|412251;2026-07-13\|15.50\|-11.28\|17.00\|17.17\|15.46\|372303;2026-07-14\|16.14\|4.13\|15.88\|16.85\|15.11\|274735;2026-07-15\|15.07\|-6.63\|16.30\|16.40\|15.07\|209704;2026-07-16\|14.14\|-6.17\|14.81\|15.53\|13.96\|207255;2026-07-17\|12.81\|-9.41\|14.03\|14.35\|12.58\|190210;2026-07-20\|11.27\|-12.02\|13.14\|13.35\|11.00\|229778;2026-07-21\|12.11\|7.45\|11.27\|12.27\|10.19\|253050;2026-07-22\|11.93\|-1.49\|12.34\|13.20\|11.84\|254560;2026-07-23\|11.70\|-1.93\|12.13\|12.20\|11.50\|181623;2026-07-24\|11.25\|-3.85\|11.50\|11.79\|11.20\|138279;2026-07-27\|11.83\|5.16\|11.27\|11.88\|11.03\|163313;2026-07-28\|12.10\|2.28\|11.80\|12.96\|11.67\|281180;2026-07-29\|11.50\|-4.96\|11.98\|12.16\|11.21\|234154;2026-07-30\|10.67\|-7.22\|11.50\|11.60\|10.66\|185050;2026-07-31\|11.21\|5.06\|11.35\|11.88\|11.20\|205190;2026-08-03\|11.32\|0.98\|11.24\|11.44\|11.09\|122710;2026-08-04\|12.00\|6.01\|11.50\|12.04\|11.19\|145571;2026-08-05\|12.98\|8.17\|11.98\|13.25\|11.98\|236032;2026-08-06\|13.48\|3.85\|13.02\|13.48\|12.91\|200202;2026-08-07\|13.82\|2.52\|14.35\|14.48\|12.88\|250240;2026-08-10\|13.67\|-1.09\|13.86\|13.98\|13.24\|176749;2026-08-11\|13.67\|0.00\|13.59\|14.02\|13.28\|145807;2026-08-12\|14.61\|6.88\|13.66\|14.98\|13.58\|230386;2026-08-13\|14.46\|-1.03\|14.88\|14.90\|14.43\|178533;2026-08-14\|14.87\|2.84\|14.60\|15.23\|14.40\|169804;2026-08-17\|15.08\|1.41\|14.90\|15.08\|14.53\|172834;2026-08-18\|14.82\|-1.72\|15.00\|15.37\|14.54\|135859;2026-08-19\|13.93\|-6.01\|14.55\|14.78\|13.82\|163909;2026-08-20\|13.76\|-1.22\|14.05\|14.31\|13.66\|180086;2026-08-21\|14.82\|7.70\|13.60\|14.95\|13.45\|243895;2026-08-24\|13.65\|-7.89\|14.20\|14.44\|13.35\|308013;2026-08-25\|13.76\|0.81\|13.28\|13.88\|13.01\|197786;2026-08-26\|13.51\|-1.82\|13.75\|13.89\|13.10\|126181;2026-08-27\|14.06\|4.07\|13.50\|14.23\|13.40\|149286;2026-08-28\|13.93\|-0.92\|13.87\|14.37\|13.85\|154045;2026-08-31\|14.43\|3.59\|13.71\|14.58\|13.71\|157211;2026-09-01\|13.78\|-4.50\|14.55\|14.58\|13.63\|160106;2026-09-02\|13.83\|0.36\|13.60\|14.24\|13.45\|132960;2026-09-03\|13.55\|-2.02\|13.82\|14.18\|13.35\|109795;2026-09-04\|13.10\|-3.32\|13.60\|13.72\|12.96\|105415;2026-09-07\|14.08\|7.48\|13.02\|14.27\|13.02\|195113;2026-09-08\|13.86\|-1.56\|14.07\|14.25\|13.75\|106006;2026-09-09\|13.70\|-1.15\|13.87\|14.02\|13.60\|82690;2026-09-10\|13.92\|1.61\|13.63\|14.12\|13.41\|115530;2026-09-11\|13.60\|-2.30\|13.65\|13.89\|13.06\|146495;2026-09-14\|14.30\|5.15\|13.47\|14.35\|13.15\|153997
116070	建滔积层板再度涨价	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司M7/M8级高速覆铜板处于研发测试阶段，800G、1.6T光模块配套PCB在研究跟进中	2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305;2026-07-13\|16.25\|-9.97\|17.90\|18.13\|16.25\|587299;2026-07-14\|16.95\|4.31\|16.15\|16.96\|15.83\|602681;2026-07-15\|15.88\|-6.31\|17.28\|17.34\|15.81\|524790;2026-07-16\|15.28\|-3.78\|15.76\|16.26\|15.20\|499817;2026-07-17\|13.76\|-9.95\|15.28\|15.39\|13.75\|618124;2026-07-20\|12.72\|-7.56\|14.05\|14.20\|12.50\|619768;2026-07-21\|13.82\|8.65\|13.01\|13.95\|11.60\|781806;2026-07-22\|13.54\|-2.03\|13.59\|14.22\|13.44\|642836;2026-07-23\|13.53\|-0.07\|13.61\|13.98\|13.31\|416128;2026-07-24\|13.04\|-3.62\|13.20\|13.58\|12.97\|323490;2026-07-27\|13.60\|4.29\|13.06\|13.61\|12.72\|380604;2026-07-28\|12.90\|-5.15\|13.37\|13.71\|12.77\|438364;2026-07-29\|13.12\|1.71\|12.84\|13.35\|12.54\|529226;2026-07-30\|12.21\|-6.94\|12.92\|13.13\|12.05\|560009;2026-07-31\|12.60\|3.19\|12.88\|13.23\|12.60\|554018;2026-08-03\|12.67\|0.56\|12.58\|12.75\|12.31\|354349;2026-08-04\|13.40\|5.76\|12.84\|13.48\|12.81\|555985;2026-08-05\|14.08\|5.07\|13.30\|14.25\|13.30\|734228;2026-08-06\|14.30\|1.56\|13.83\|14.51\|13.81\|641246;2026-08-07\|15.14\|5.87\|14.71\|15.37\|14.41\|942587;2026-08-10\|14.92\|-1.45\|15.29\|15.40\|14.49\|694955;2026-08-11\|14.78\|-0.94\|14.68\|15.09\|14.54\|413940;2026-08-12\|15.02\|1.62\|14.71\|15.08\|14.64\|376770;2026-08-13\|14.62\|-2.66\|15.18\|15.30\|14.61\|443141;2026-08-14\|15.30\|4.65\|14.87\|15.44\|14.64\|566989;2026-08-17\|15.72\|2.75\|15.30\|15.75\|15.18\|539234;2026-08-18\|15.77\|0.32\|15.80\|16.04\|15.50\|590780;2026-08-19\|14.40\|-8.69\|15.15\|15.44\|14.31\|507995;2026-08-20\|14.69\|2.01\|14.67\|14.96\|14.39\|361499;2026-08-21\|15.10\|2.79\|14.50\|15.26\|14.29\|393696;2026-08-24\|14.65\|-2.98\|15.05\|15.20\|14.16\|369484;2026-08-25\|14.86\|1.43\|14.30\|14.98\|14.03\|329380;2026-08-26\|14.73\|-0.87\|14.99\|15.00\|14.44\|240360;2026-08-27\|15.70\|6.59\|14.79\|15.72\|14.79\|538559;2026-08-28\|15.37\|-2.10\|15.60\|15.93\|15.37\|483701;2026-08-31\|15.82\|2.93\|15.06\|15.88\|15.05\|442029;2026-09-01\|15.41\|-2.59\|15.78\|15.86\|15.30\|320948;2026-09-02\|15.09\|-2.08\|15.25\|15.39\|14.98\|271621;2026-09-03\|14.98\|-0.73\|15.21\|15.35\|14.77\|254476;2026-09-04\|14.49\|-3.27\|15.10\|15.42\|14.34\|363307;2026-09-07\|15.94\|10.01\|14.72\|15.94\|14.71\|530944;2026-09-08\|16.53\|3.70\|17.23\|17.53\|16.37\|1500283;2026-09-09\|17.00\|2.84\|17.05\|17.29\|16.57\|1200697;2026-09-10\|18.70\|10.00\|16.80\|18.70\|16.67\|1542746;2026-09-11\|20.57\|10.00\|18.63\|20.57\|18.20\|1829544;2026-09-14\|22.63\|10.01\|20.80\|22.63\|20.79\|1145345
116069	建滔积层板再度涨价	玻纤布+云母绝缘+三季报增长公司原因： 1、据2025年半年报，公司玻璃纤维布及制品产品主要分为工业级玻纤布、电子级玻纤布和石英纱、石英布，目前工艺迭代完善和客户送样正同步积极推进，产能扩充亦在武汉基地高效推进中，且后续有望进一步向上延伸完善全产业链布局。 2、据2025年半年报，公司主营耐高温云母绝缘材料、新能源安全防护复合材料及玻纤布，产品已批量用于新能源汽车电池包热失控防护，并布局储能、AI算力、深海科技等新兴领域。 3、据2025年10月27日三季报，公司2025年前三季度营收8.88亿元、同比增长14.25%，归母净利润2.01亿元、同比增长22.71%。	公司电子级玻纤布、石英布为PCB基材CCL主材	2026-05-11\|98.65\|5.26\|96.87\|101.50\|96.13\|36714;2026-05-12\|108.52\|10.01\|98.14\|108.52\|97.88\|40762;2026-05-13\|114.40\|5.42\|106.10\|114.90\|104.00\|45943;2026-05-14\|103.30\|-9.70\|112.00\|113.50\|103.27\|41290;2026-05-15\|99.83\|-3.36\|103.29\|104.98\|98.70\|34310;2026-05-18\|101.47\|1.64\|97.46\|103.99\|97.46\|25051;2026-05-19\|100.05\|-1.40\|100.47\|102.98\|96.63\|27934;2026-05-20\|100.54\|0.49\|100.00\|101.60\|98.70\|15372;2026-05-21\|99.09\|-1.44\|101.10\|105.88\|99.00\|22337;2026-05-22\|104.57\|5.53\|100.00\|104.94\|99.22\|26952;2026-05-25\|109.08\|4.31\|105.02\|109.18\|103.60\|28574;2026-05-26\|105.90\|-2.92\|106.50\|108.40\|103.11\|24165;2026-05-27\|99.33\|-6.20\|104.86\|108.90\|98.60\|33416;2026-05-28\|100.02\|0.69\|99.40\|101.80\|97.00\|27208;2026-05-29\|97.80\|-2.22\|99.80\|104.50\|96.86\|23628;2026-06-01\|91.21\|-6.74\|96.43\|98.33\|90.91\|28466;2026-06-02\|91.64\|0.47\|91.22\|92.95\|88.36\|20347;2026-06-03\|91.68\|0.04\|91.64\|93.89\|89.60\|17287;2026-06-04\|92.27\|0.64\|91.50\|92.96\|90.03\|15288;2026-06-05\|92.64\|0.40\|92.25\|95.90\|89.80\|20803;2026-06-08\|93.22\|0.63\|89.00\|95.49\|88.52\|21312;2026-06-09\|100.10\|7.38\|95.11\|100.30\|94.39\|30545;2026-06-10\|95.90\|-4.20\|98.00\|99.35\|94.76\|29403;2026-06-11\|97.40\|1.56\|94.86\|98.10\|93.60\|21350;2026-06-12\|107.14\|10.00\|99.01\|107.14\|98.11\|57421;2026-06-15\|117.85\|10.00\|109.31\|117.85\|107.17\|57532;2026-06-16\|121.40\|3.01\|122.18\|122.99\|116.53\|50281;2026-06-17\|129.15\|6.38\|119.33\|130.51\|117.93\|53739;2026-06-18\|132.20\|2.36\|128.06\|133.75\|124.32\|39298;2026-06-22\|145.42\|10.00\|134.90\|145.42\|132.20\|38642;2026-06-23\|117.30\|5.15\|113.69\|122.72\|112.10\|71647;2026-06-24\|129.03\|10.00\|117.40\|129.03\|116.50\|42165;2026-06-25\|127.57\|-1.13\|131.00\|134.04\|125.30\|92017;2026-06-26\|129.93\|1.85\|125.48\|133.90\|123.70\|61230;2026-06-29\|117.50\|-9.57\|128.00\|129.05\|116.94\|68309;2026-06-30\|125.25\|6.60\|117.52\|125.79\|115.33\|49705;2026-07-01\|123.96\|-1.03\|125.90\|128.25\|121.00\|37516;2026-07-02\|116.70\|-5.86\|120.69\|123.98\|116.00\|33062;2026-07-03\|117.08\|0.33\|119.03\|122.50\|114.00\|36426;2026-07-06\|110.39\|-5.71\|119.04\|120.50\|109.00\|40946;2026-07-07\|107.68\|-2.45\|110.39\|111.50\|105.59\|27712;2026-07-08\|106.81\|-0.81\|106.97\|113.71\|106.00\|35856;2026-07-09\|113.10\|5.89\|109.00\|117.49\|105.33\|51241;2026-07-10\|117.77\|4.13\|113.10\|124.41\|113.10\|64180;2026-07-13\|112.88\|-4.15\|116.38\|124.19\|112.27\|73223;2026-07-14\|120.27\|6.55\|113.00\|121.80\|113.00\|60944;2026-07-15\|109.61\|-8.86\|120.31\|121.38\|108.49\|60515;2026-07-16\|106.88\|-2.49\|108.34\|112.17\|104.18\|47414;2026-07-17\|96.19\|-10.00\|105.81\|106.86\|96.19\|43515;2026-07-20\|86.57\|-10.00\|94.36\|95.23\|86.57\|42788;2026-07-21\|89.35\|3.21\|80.67\|90.60\|77.91\|82359;2026-07-22\|85.58\|-4.22\|85.10\|91.26\|84.27\|52626;2026-07-23\|86.70\|1.31\|85.58\|90.51\|85.58\|36354;2026-07-24\|82.87\|-4.42\|85.33\|87.50\|82.87\|28643;2026-07-27\|89.27\|7.72\|84.48\|89.62\|81.83\|39833;2026-07-28\|82.00\|-8.14\|88.10\|88.61\|81.50\|33367;2026-07-29\|77.44\|-5.56\|82.44\|84.35\|73.80\|55280;2026-07-30\|69.70\|-9.99\|76.08\|78.06\|69.70\|59650;2026-07-31\|76.67\|10.00\|76.60\|76.67\|74.97\|52271;2026-08-03\|72.46\|-5.49\|76.62\|79.00\|71.85\|73103;2026-08-04\|78.34\|8.11\|72.54\|78.60\|70.03\|54198;2026-08-05\|86.17\|9.99\|77.63\|86.17\|77.00\|45813;2026-08-06\|86.06\|-0.13\|87.20\|89.33\|83.33\|74912;2026-08-07\|89.00\|3.42\|86.05\|91.77\|84.92\|76615;2026-08-10\|87.69\|-1.47\|89.78\|91.00\|85.69\|55849;2026-08-11\|86.86\|-0.95\|86.80\|89.88\|85.60\|38956;2026-08-12\|88.68\|2.10\|87.32\|90.48\|86.19\|40425;2026-08-13\|86.46\|-2.50\|90.18\|92.29\|86.21\|45783;2026-08-14\|89.92\|4.00\|89.20\|92.30\|87.43\|41856;2026-08-17\|92.10\|2.42\|90.78\|92.20\|89.76\|33916;2026-08-18\|96.20\|4.45\|92.90\|98.26\|92.30\|60807;2026-08-19\|88.90\|-7.59\|93.95\|97.83\|88.50\|66115;2026-08-20\|93.63\|5.32\|90.00\|94.88\|89.00\|54940;2026-08-21\|92.00\|-1.74\|92.70\|93.30\|89.01\|46280;2026-08-24\|88.68\|-3.61\|93.00\|93.00\|86.00\|41472;2026-08-25\|86.81\|-2.11\|87.65\|87.71\|83.60\|36717;2026-08-26\|85.05\|-2.03\|86.81\|88.80\|83.60\|27675;2026-08-27\|90.75\|6.70\|85.55\|91.00\|84.94\|41614;2026-08-28\|88.33\|-2.67\|90.72\|94.50\|88.13\|37202;2026-08-31\|90.13\|2.04\|87.00\|90.47\|86.33\|25785;2026-09-01\|86.07\|-4.50\|90.98\|91.12\|85.31\|33988;2026-09-02\|84.95\|-1.30\|84.00\|86.00\|83.08\|22505;2026-09-03\|84.11\|-0.99\|84.95\|86.29\|82.00\|24761;2026-09-04\|79.77\|-5.16\|84.39\|85.50\|79.15\|34986;2026-09-07\|83.51\|4.69\|79.90\|84.85\|79.27\|42566;2026-09-08\|82.28\|-1.47\|83.12\|85.50\|81.55\|26515;2026-09-09\|82.65\|0.45\|82.28\|84.99\|82.04\|20672;2026-09-10\|82.94\|0.35\|82.28\|84.83\|81.37\|19259;2026-09-11\|81.89\|-1.27\|82.62\|83.49\|77.65\|29003;2026-09-14\|82.97\|1.32\|81.34\|83.65\|78.90\|20514
116068	建滔积层板再度涨价	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546;2026-09-09\|60.50\|1.07\|61.02\|61.63\|59.62\|491358;2026-09-10\|59.42\|-1.79\|59.22\|60.25\|58.65\|285276;2026-09-11\|58.52\|-1.51\|57.83\|59.00\|56.30\|488451;2026-09-14\|59.17\|1.11\|57.99\|59.59\|56.93\|373537
116067	建滔积层板再度涨价	高速覆铜板+先进封装+电子环氧树脂行业原因： 1、英特尔CEO陈立武近日表示，他对英特尔的回报目标是"5至10年内实现10倍"，并正在围绕先进封装、新型半导体材料与下一代基板技术，系统性地重构英特尔的技术路线图。 2、兴业证券6月11日研报指出，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月18日互动易，公司GA-686系列高速覆铜板产品已通过客户认证，取得小量订单生产，产品通过服务下游印刷电路板企业供应至各终端，广泛应用于通讯、服务器等领域。 2、据2026年4月23日年报，公司与晶化科技合作开发应用于FCBGA及FCCSP先进封装载板的GBF增层膜新材料；子公司珠海宏昌已取得“半导体级功能性树脂膜材研发及产业化项目”备案，年产ABF载板用增层膜材172.8万平方米。 3、据2026年4月23日年报，公司主营电子级环氧树脂与覆铜板，直接客户包括瀚宇博德、健鼎科技、胜宏科技等大型PCB厂商，业务聚焦于AI算力需求相关的材料升级。	公司开发了高频高速5G电路板用树脂，已完成下游CCL覆铜板客户实验室认证	2026-05-11\|15.31\|-0.07\|15.60\|15.68\|15.08\|645160;2026-05-12\|15.10\|-1.37\|15.21\|15.38\|14.72\|562763;2026-05-13\|16.19\|7.22\|14.80\|16.61\|14.61\|1062572;2026-05-14\|16.35\|0.99\|16.33\|17.02\|15.44\|977812;2026-05-15\|15.14\|-7.40\|17.50\|17.53\|14.88\|1149246;2026-05-18\|14.98\|-1.06\|14.85\|15.65\|14.73\|716488;2026-05-19\|15.83\|5.67\|14.73\|16.00\|14.47\|792054;2026-05-20\|15.66\|-1.07\|15.83\|16.10\|15.47\|495712;2026-05-21\|15.12\|-3.45\|15.80\|16.86\|15.02\|833810;2026-05-22\|16.29\|7.74\|15.13\|16.42\|15.13\|838969;2026-05-25\|16.52\|1.41\|16.48\|17.03\|16.21\|694356;2026-05-26\|16.98\|2.78\|16.53\|17.38\|16.03\|958790;2026-05-27\|16.56\|-2.47\|17.00\|17.47\|15.94\|864393;2026-05-28\|17.42\|5.19\|16.16\|17.42\|16.16\|942777;2026-05-29\|16.58\|-4.82\|17.30\|18.56\|16.20\|1161609;2026-06-01\|17.04\|2.77\|16.29\|17.74\|16.20\|982148;2026-06-02\|18.38\|7.86\|16.70\|18.74\|16.67\|1230454;2026-06-03\|17.31\|-5.82\|18.29\|18.56\|17.04\|1223805;2026-06-04\|17.57\|1.50\|16.85\|17.68\|16.12\|928864;2026-06-05\|16.75\|-4.67\|17.25\|17.60\|16.68\|601084;2026-06-08\|15.08\|-9.97\|15.16\|15.84\|15.08\|475272;2026-06-09\|16.59\|10.01\|15.65\|16.59\|15.64\|757124;2026-06-10\|18.25\|10.01\|17.00\|18.25\|17.00\|1995909;2026-06-11\|17.90\|-1.92\|18.35\|18.49\|17.22\|1343148;2026-06-12\|17.43\|-2.57\|17.96\|18.50\|17.31\|1001368;2026-06-15\|19.17\|9.98\|17.76\|19.17\|17.60\|537848;2026-06-16\|21.09\|10.02\|19.89\|21.09\|19.88\|912132;2026-06-17\|23.20\|10.00\|21.50\|23.20\|21.50\|785334;2026-06-18\|23.58\|1.64\|23.64\|24.65\|22.67\|1418359;2026-06-22\|25.94\|10.01\|23.66\|25.94\|23.11\|1504556;2026-06-23\|23.35\|-9.98\|26.00\|26.45\|23.35\|1163300;2026-06-24\|23.49\|0.60\|22.57\|23.97\|22.50\|1123341;2026-06-25\|24.95\|6.22\|23.07\|25.15\|22.78\|1267078;2026-06-26\|26.23\|5.13\|24.18\|27.45\|23.68\|1342862;2026-06-29\|24.32\|-7.28\|27.00\|27.01\|23.61\|1260138;2026-06-30\|24.17\|-0.62\|24.03\|24.52\|23.23\|941661;2026-07-01\|23.78\|-1.61\|23.69\|25.60\|23.41\|887305;2026-07-02\|22.79\|-4.16\|22.61\|24.70\|22.11\|862420;2026-07-03\|22.38\|-1.80\|22.00\|23.50\|21.87\|783724;2026-07-06\|21.47\|-4.07\|22.78\|23.80\|21.15\|707605;2026-07-07\|20.79\|-3.17\|21.89\|22.10\|20.43\|559648;2026-07-08\|19.80\|-4.76\|21.03\|21.20\|19.40\|612341;2026-07-09\|20.06\|1.31\|20.14\|20.36\|18.94\|647280;2026-07-10\|19.00\|-5.28\|20.05\|21.10\|18.99\|654493;2026-07-13\|17.10\|-10.00\|18.67\|19.03\|17.10\|518448;2026-07-14\|18.20\|6.43\|16.63\|18.42\|16.40\|709091;2026-07-15\|18.17\|-0.16\|19.30\|19.38\|18.13\|666359;2026-07-16\|17.23\|-5.17\|17.66\|18.76\|16.99\|612647;2026-07-17\|15.95\|-7.43\|17.57\|17.68\|15.88\|556976;2026-07-20\|14.36\|-9.97\|16.20\|16.26\|14.36\|439579;2026-07-21\|14.46\|0.70\|13.69\|14.48\|12.92\|1035539;2026-07-22\|13.80\|-4.56\|13.80\|14.89\|13.60\|839668;2026-07-23\|13.94\|1.01\|14.08\|14.78\|13.60\|668872;2026-07-24\|13.49\|-3.23\|13.57\|14.35\|13.34\|448385;2026-07-27\|14.31\|6.08\|13.65\|14.34\|13.15\|575325;2026-07-28\|13.27\|-7.27\|13.97\|14.45\|13.07\|520683;2026-07-29\|12.53\|-5.58\|13.10\|13.33\|11.97\|696844;2026-07-30\|11.54\|-7.90\|12.50\|12.59\|11.36\|596441;2026-07-31\|12.31\|6.67\|12.38\|12.69\|12.10\|780877;2026-08-03\|11.75\|-4.55\|12.10\|12.40\|11.65\|496988;2026-08-04\|12.51\|6.47\|11.90\|12.61\|11.73\|485255;2026-08-05\|13.52\|8.07\|12.40\|13.66\|12.31\|559071;2026-08-06\|14.04\|3.85\|13.30\|14.32\|13.20\|675476;2026-08-07\|15.05\|7.19\|14.08\|15.44\|13.77\|1042681;2026-08-10\|15.18\|0.86\|15.48\|15.75\|14.63\|867499;2026-08-11\|14.93\|-1.65\|15.06\|15.38\|14.77\|557503;2026-08-12\|15.31\|2.55\|15.12\|15.46\|14.81\|485555;2026-08-13\|15.13\|-1.18\|15.60\|16.12\|15.12\|550367;2026-08-14\|15.99\|5.68\|15.21\|16.64\|15.21\|986716;2026-08-17\|17.59\|10.01\|16.25\|17.59\|16.20\|602960;2026-08-18\|17.84\|1.42\|18.54\|19.00\|17.50\|1418619;2026-08-19\|16.47\|-7.68\|17.07\|18.00\|16.30\|902610;2026-08-20\|16.32\|-0.91\|16.88\|16.89\|16.00\|671233;2026-08-21\|16.52\|1.23\|16.28\|16.85\|15.89\|578872;2026-08-24\|15.66\|-5.21\|16.61\|16.72\|15.15\|631730;2026-08-25\|15.52\|-0.89\|15.00\|15.78\|14.98\|442632;2026-08-26\|15.37\|-0.97\|15.75\|15.85\|14.89\|454764;2026-08-27\|16.91\|10.02\|15.64\|16.91\|15.64\|586609;2026-08-28\|17.67\|4.49\|17.40\|18.46\|17.10\|1290721;2026-08-31\|17.54\|-0.74\|17.40\|17.90\|17.10\|820087;2026-09-01\|16.75\|-4.50\|17.55\|17.60\|16.72\|665444;2026-09-02\|16.52\|-1.37\|16.45\|16.98\|16.30\|547349;2026-09-03\|15.89\|-3.81\|16.78\|16.79\|15.58\|679606;2026-09-04\|15.11\|-4.91\|15.97\|16.30\|14.96\|649667;2026-09-07\|16.32\|8.01\|15.20\|16.62\|15.12\|991769;2026-09-08\|16.42\|0.61\|16.16\|16.96\|16.16\|849585;2026-09-09\|16.41\|-0.06\|16.39\|16.96\|16.25\|522349;2026-09-10\|16.81\|2.44\|16.06\|17.23\|16.00\|860424;2026-09-11\|17.46\|3.87\|16.41\|17.56\|15.74\|1105934;2026-09-14\|18.81\|7.73\|17.25\|19.21\|16.70\|1453736
116066		AI服务器+机器人+海外扩产+EMS 行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年4月24日投资者关系活动记录表，公司通讯下游头部服务器客户受AI需求带动订单量显著增加，公司为其提供服务器主板、整机组装等服务，带动通讯设备业务2025年营收同比增长41.14%；据2025年年报，公司通讯类产品是2025年度主营业务收入增长最快的品类。 2、据2025年年报，公司聚焦人形机器人关节电机、车载电控等核心品类，推进关键技术攻关与新品研发，多款高附加值样机完成研发、验证测试及量产导入。 3、据2026年4月24日投资者关系活动记录表，公司越南和墨西哥工厂2025年度均扩充10,000㎡场地面积以满足海外客户需求，海外产能利用率不断提升。 4、据2025年年报，公司作为国内柔性EMS行业龙头，为客户提供电子制造服务整体解决方案，产品涵盖工业控制、通讯、医疗电子及汽车电子等领域，2025年营收22.90亿元，同比增长5.95%。	1、公司主要产品应用于包括高端家用电器，家用智能机器人，有涉及部分机器人控制板业务，如扫地机器人控制板，是科沃斯机器人的PCBA供应商； 2、安费诺拟以105亿美金对价收购康普CCS业务，康普的CCS业务核心为数据中心MPO布线方案，康普是全球MPO条线的核心玩家；公司客户包含康普	2026-05-11\|38.36\|-2.19\|39.25\|39.38\|37.95\|40813;2026-05-12\|37.00\|-3.55\|38.37\|38.44\|36.82\|38721;2026-05-13\|37.46\|1.24\|36.97\|37.82\|36.70\|35052;2026-05-14\|36.96\|-1.33\|37.80\|37.94\|36.85\|27023;2026-05-15\|37.10\|0.38\|36.83\|38.15\|36.82\|28394;2026-05-18\|39.18\|5.61\|37.30\|39.87\|37.09\|64191;2026-05-19\|43.10\|10.01\|39.30\|43.10\|39.30\|84225;2026-05-20\|43.08\|-0.05\|43.53\|44.50\|42.50\|107036;2026-05-21\|42.70\|-0.88\|43.50\|44.98\|42.48\|82290;2026-05-22\|43.12\|0.98\|43.06\|44.61\|42.80\|55883;2026-05-25\|40.88\|-5.19\|43.00\|43.50\|40.34\|73038;2026-05-26\|40.20\|-1.66\|40.80\|42.49\|39.67\|49236;2026-05-27\|38.55\|-4.10\|39.83\|40.87\|38.19\|39401;2026-05-28\|39.79\|3.22\|38.17\|40.28\|37.15\|52806;2026-05-29\|36.51\|-8.24\|40.83\|40.83\|36.26\|48070;2026-06-01\|36.79\|0.77\|36.15\|37.73\|35.92\|36278;2026-06-02\|37.49\|1.90\|36.50\|37.67\|36.30\|33649;2026-06-03\|35.71\|-4.75\|37.45\|37.67\|35.38\|47791;2026-06-04\|35.15\|-1.57\|35.38\|36.43\|34.88\|36070;2026-06-05\|35.54\|1.11\|35.15\|36.26\|33.65\|36039;2026-06-08\|35.18\|-1.01\|33.00\|36.50\|33.00\|38915;2026-06-09\|36.20\|4.68\|34.88\|37.51\|34.10\|55764;2026-06-10\|35.06\|-3.15\|36.13\|36.98\|34.60\|26195;2026-06-11\|35.07\|0.03\|34.71\|35.75\|33.61\|27599;2026-06-12\|35.22\|0.43\|35.90\|36.88\|34.86\|29441;2026-06-15\|36.39\|3.32\|35.31\|36.84\|35.00\|31718;2026-06-16\|37.81\|3.90\|36.10\|37.98\|35.80\|36724;2026-06-17\|37.30\|-1.35\|37.85\|37.95\|36.81\|32411;2026-06-18\|41.03\|10.00\|36.86\|41.03\|36.81\|41077;2026-06-22\|45.13\|9.99\|43.14\|45.13\|42.46\|154406;2026-06-23\|42.88\|-4.99\|43.57\|45.18\|42.80\|85744;2026-06-24\|43.49\|1.42\|42.69\|43.94\|40.80\|79071;2026-06-25\|45.40\|4.39\|44.38\|47.34\|43.54\|91491;2026-06-26\|45.94\|1.19\|44.56\|47.80\|44.04\|79447;2026-06-29\|42.71\|-7.03\|45.96\|46.38\|41.68\|71573;2026-06-30\|45.09\|5.57\|42.55\|45.70\|42.40\|59915;2026-07-01\|46.00\|2.02\|45.23\|48.18\|45.23\|62744;2026-07-02\|42.03\|-8.63\|44.50\|45.00\|42.02\|51224;2026-07-03\|43.13\|2.62\|42.65\|44.85\|42.19\|53556;2026-07-06\|45.92\|6.47\|44.20\|47.28\|43.26\|79698;2026-07-07\|42.99\|-6.38\|45.13\|46.30\|42.70\|49376;2026-07-08\|47.29\|10.00\|45.44\|47.29\|45.00\|49735;2026-07-09\|42.56\|-10.00\|47.24\|47.26\|42.56\|143434;2026-07-10\|41.31\|-2.94\|41.00\|43.75\|40.47\|92798;2026-07-13\|41.67\|0.87\|40.11\|44.83\|40.08\|91655;2026-07-14\|42.20\|1.27\|42.10\|42.90\|40.41\|60143;2026-07-15\|41.03\|-2.77\|43.47\|43.54\|40.40\|49761;2026-07-16\|38.72\|-5.63\|40.09\|41.50\|38.28\|54596;2026-07-17\|34.85\|-9.99\|38.00\|38.98\|34.85\|55038;2026-07-20\|33.60\|-3.59\|35.65\|36.45\|32.77\|64024;2026-07-21\|35.02\|4.23\|33.44\|35.11\|30.46\|56615;2026-07-22\|34.38\|-1.83\|35.00\|36.00\|33.88\|41766;2026-07-23\|34.05\|-0.96\|34.75\|35.68\|33.66\|27434;2026-07-24\|32.75\|-3.82\|33.40\|34.18\|32.73\|22050;2026-07-27\|34.29\|4.70\|32.45\|35.05\|31.50\|33166;2026-07-28\|32.55\|-5.07\|33.65\|34.34\|32.33\|24453;2026-07-29\|31.50\|-3.23\|32.38\|32.80\|30.59\|38625;2026-07-30\|29.31\|-6.95\|31.23\|31.72\|29.02\|39496;2026-07-31\|29.58\|0.92\|30.05\|31.10\|29.51\|30935;2026-08-03\|29.68\|0.34\|29.49\|30.15\|29.07\|26387;2026-08-04\|31.37\|5.69\|30.25\|31.46\|29.67\|30271;2026-08-05\|32.61\|3.95\|31.56\|32.97\|31.31\|29424;2026-08-06\|32.91\|0.92\|32.60\|33.26\|31.92\|25967;2026-08-07\|33.29\|1.15\|32.78\|33.62\|32.46\|33587;2026-08-10\|33.06\|-0.69\|33.50\|33.68\|32.36\|23652;2026-08-11\|33.08\|0.06\|32.70\|33.64\|32.50\|19349;2026-08-12\|33.41\|1.00\|33.05\|33.71\|32.92\|16731;2026-08-13\|33.40\|-0.03\|33.65\|34.22\|33.37\|22628;2026-08-14\|33.64\|0.72\|33.54\|33.85\|33.15\|19027;2026-08-17\|35.71\|6.15\|33.65\|35.78\|33.37\|45133;2026-08-18\|35.49\|-0.62\|35.64\|35.85\|34.66\|30750;2026-08-19\|32.50\|-8.42\|34.84\|34.84\|32.21\|31371;2026-08-20\|33.72\|3.75\|33.00\|34.38\|32.84\|24846;2026-08-21\|35.47\|5.19\|33.25\|36.00\|33.01\|39204;2026-08-24\|33.99\|-4.17\|35.00\|35.78\|33.41\|37799;2026-08-25\|33.93\|-0.18\|33.99\|34.32\|33.00\|34772;2026-08-26\|33.98\|0.15\|34.39\|34.59\|33.30\|28582;2026-08-27\|34.29\|0.91\|33.88\|34.60\|33.56\|38209;2026-08-28\|34.40\|0.32\|34.25\|35.63\|34.01\|35229;2026-08-31\|35.69\|3.75\|34.00\|35.99\|33.65\|37771;2026-09-01\|34.20\|-4.17\|35.80\|35.80\|34.00\|36764;2026-09-02\|33.70\|-1.46\|34.05\|34.17\|33.48\|23518;2026-09-03\|35.19\|4.42\|34.00\|35.60\|34.00\|72913;2026-09-04\|33.22\|-5.60\|35.45\|35.49\|33.01\|51748;2026-09-07\|34.87\|4.97\|33.57\|35.45\|33.50\|61377;2026-09-08\|34.72\|-0.43\|34.85\|35.18\|34.04\|31402;2026-09-09\|33.72\|-2.88\|34.81\|35.89\|33.36\|43596;2026-09-10\|32.72\|-2.97\|33.48\|33.51\|32.45\|29435;2026-09-11\|32.26\|-1.41\|32.49\|32.65\|31.52\|25608;2026-09-14\|33.92\|5.15\|32.05\|34.33\|31.65\|47036
116065		涨停揭秘：公司瓶坯智能成型系统含取件机器人，2024年营收增21.17%、净利增33.29%，境外收入大增42.12%至31.55%，AI灯检机技术突破强化智能制造预期；涨停缘由：瓶坯智能成型系统集成机器人应用；2024年报业绩高增且海外拓展加速；子公司第三代AI软袋异物灯检机完成核心技术突破；机器视觉与机器人概念板块活跃；资金逻辑：主力资金大幅净流入，游资跟进，散户资金流出，显示机构主导拉升，封单资金占比提升反映筹码集中度增强；风险提示：短期涨幅较大，需警惕业绩兑现不及预期及海外市场拓展节奏放缓风险	公司主要从事瓶坯智能成型系统和瓶坯模具的研产销，产品含有机器人	2026-05-11\|33.92\|-0.03\|33.92\|34.11\|33.50\|17646;2026-05-12\|33.30\|-1.83\|33.92\|33.93\|33.12\|11890;2026-05-13\|33.45\|0.45\|33.30\|33.59\|32.85\|8948;2026-05-14\|32.40\|-3.14\|33.54\|33.60\|32.40\|13153;2026-05-15\|32.82\|1.30\|32.43\|33.32\|32.18\|12167;2026-05-18\|32.71\|-0.34\|32.52\|32.80\|32.09\|9585;2026-05-19\|33.09\|1.16\|32.67\|33.19\|32.53\|7434;2026-05-20\|32.37\|-2.18\|33.08\|33.08\|31.91\|11252;2026-05-21\|31.49\|-2.72\|32.36\|32.85\|31.44\|11636;2026-05-22\|31.97\|1.52\|31.65\|32.16\|31.20\|9789;2026-05-25\|31.95\|-0.06\|31.70\|32.60\|31.51\|8314;2026-05-26\|30.70\|-3.91\|31.95\|31.95\|30.04\|12535;2026-05-27\|29.71\|-3.22\|30.51\|30.81\|29.63\|12235;2026-05-28\|30.09\|1.28\|29.71\|30.30\|29.36\|11268;2026-05-29\|28.59\|-4.99\|30.47\|30.47\|28.51\|14105;2026-06-01\|29.40\|2.83\|28.58\|29.72\|28.46\|12287;2026-06-02\|28.70\|-2.38\|29.39\|29.39\|28.37\|8334;2026-06-03\|28.11\|-2.06\|28.44\|28.99\|27.83\|9492;2026-06-04\|28.01\|-0.36\|27.97\|28.53\|27.66\|6287;2026-06-05\|28.55\|1.93\|28.70\|28.95\|27.33\|13322;2026-06-08\|27.58\|-3.40\|27.57\|28.88\|27.11\|13547;2026-06-09\|27.80\|0.80\|27.53\|28.54\|27.48\|9852;2026-06-10\|26.80\|-3.60\|27.70\|27.70\|26.32\|11676;2026-06-11\|26.33\|-1.75\|26.87\|26.87\|25.92\|9195;2026-06-12\|26.89\|2.13\|26.33\|27.08\|26.33\|10448;2026-06-15\|27.38\|1.82\|27.00\|27.70\|26.58\|11816;2026-06-16\|27.68\|1.10\|27.89\|27.98\|27.08\|13667;2026-06-17\|27.89\|0.76\|27.85\|28.17\|27.48\|11816;2026-06-18\|28.77\|3.16\|27.80\|28.82\|27.59\|14643;2026-06-22\|31.85\|10.71\|28.66\|32.54\|28.43\|36405;2026-06-23\|32.56\|2.23\|31.41\|32.94\|31.41\|33284;2026-06-24\|29.83\|-8.38\|32.40\|32.68\|29.21\|34152;2026-06-25\|30.79\|3.22\|29.77\|32.20\|28.82\|38020;2026-06-26\|32.88\|6.79\|30.52\|33.86\|29.82\|56268;2026-06-29\|30.21\|-8.12\|32.56\|32.74\|29.02\|47000;2026-06-30\|31.00\|2.62\|30.06\|31.91\|29.50\|34011;2026-07-01\|31.90\|2.90\|30.69\|32.73\|30.47\|35801;2026-07-02\|31.39\|-1.60\|31.27\|32.42\|30.25\|24726;2026-07-03\|33.44\|6.53\|31.16\|33.46\|31.16\|42726;2026-07-06\|32.73\|-2.12\|33.00\|33.90\|32.16\|26661;2026-07-07\|34.30\|4.80\|32.41\|34.50\|32.21\|39244;2026-07-08\|31.92\|-6.94\|33.79\|35.45\|31.00\|49449;2026-07-09\|29.16\|-8.65\|31.26\|31.66\|28.69\|39280;2026-07-10\|29.44\|0.96\|29.01\|29.78\|28.05\|23879;2026-07-13\|26.91\|-8.59\|29.14\|29.15\|26.70\|21530;2026-07-14\|27.68\|2.86\|26.92\|28.01\|26.60\|15755;2026-07-15\|27.18\|-1.81\|27.73\|27.88\|26.90\|10454;2026-07-16\|27.73\|2.02\|26.80\|28.40\|26.68\|12105;2026-07-17\|26.20\|-5.52\|27.90\|28.03\|25.76\|15428;2026-07-20\|24.14\|-7.86\|26.20\|26.53\|23.60\|18959;2026-07-21\|24.61\|1.95\|24.35\|24.80\|22.26\|18936;2026-07-22\|23.55\|-4.31\|24.78\|24.78\|23.43\|12157;2026-07-23\|23.99\|1.87\|23.55\|24.18\|23.45\|8728;2026-07-24\|23.44\|-2.29\|23.87\|24.17\|23.30\|5767;2026-07-27\|24.27\|3.54\|23.49\|24.43\|23.46\|9740;2026-07-28\|24.15\|-0.49\|24.28\|25.00\|24.09\|10247;2026-07-29\|24.58\|1.78\|24.15\|24.69\|24.10\|8452;2026-07-30\|23.90\|-2.77\|24.58\|24.90\|23.80\|8438;2026-07-31\|24.87\|4.06\|24.57\|25.27\|24.38\|11025;2026-08-03\|25.51\|2.57\|25.04\|25.60\|24.88\|6753;2026-08-04\|25.80\|1.14\|25.55\|25.90\|25.45\|7116;2026-08-05\|26.15\|1.36\|25.70\|26.31\|25.64\|9860;2026-08-06\|26.15\|0.00\|25.93\|26.33\|25.63\|8058;2026-08-07\|26.45\|1.15\|26.26\|26.49\|25.32\|8682;2026-08-10\|27.06\|2.31\|26.43\|27.09\|25.97\|9717;2026-08-11\|26.81\|-0.92\|27.11\|27.35\|26.38\|8393;2026-08-12\|27.33\|1.94\|26.86\|27.68\|26.83\|8590;2026-08-13\|26.98\|-1.28\|27.47\|27.51\|26.98\|8486;2026-08-14\|26.97\|-0.04\|26.88\|27.19\|26.81\|6651;2026-08-17\|27.77\|2.97\|26.82\|27.85\|26.81\|7737;2026-08-18\|27.44\|-1.19\|28.01\|28.01\|27.20\|7538;2026-08-19\|26.14\|-4.74\|27.43\|27.43\|26.10\|9116;2026-08-20\|26.91\|2.95\|26.56\|27.16\|26.32\|7650;2026-08-21\|26.73\|-0.67\|26.67\|26.97\|26.46\|8447;2026-08-24\|29.00\|8.49\|28.55\|31.60\|28.55\|46728;2026-08-25\|30.09\|3.76\|28.80\|30.86\|28.39\|54815;2026-08-26\|28.73\|-4.52\|29.66\|30.19\|28.56\|40064;2026-08-27\|28.53\|-0.70\|28.34\|28.83\|28.30\|21662;2026-08-28\|28.69\|0.56\|28.31\|28.73\|28.30\|15585;2026-08-31\|29.14\|1.57\|28.42\|29.19\|28.41\|15608;2026-09-01\|29.18\|0.14\|29.01\|29.61\|28.90\|15019;2026-09-02\|29.43\|0.86\|28.91\|29.60\|28.82\|13065;2026-09-03\|28.98\|-1.53\|29.69\|29.88\|28.90\|11843;2026-09-04\|28.79\|-0.66\|28.98\|29.49\|28.62\|13497;2026-09-07\|28.96\|0.59\|28.88\|29.12\|28.62\|7507;2026-09-08\|28.76\|-0.69\|29.08\|29.18\|28.61\|8196;2026-09-09\|28.45\|-1.08\|28.76\|28.93\|28.28\|6287;2026-09-10\|27.87\|-2.04\|28.16\|28.47\|27.70\|8217;2026-09-11\|27.57\|-1.08\|27.90\|27.90\|27.01\|7731;2026-09-14\|27.86\|1.05\|27.30\|28.09\|27.30\|6553
116064		涨停揭秘：公司已研发应用于易拉罐生产流水线的堆垛机器手，具备高精度定位、高速抓取与柔性适配能力，技术可复用于通用工业场景；涨停缘由：2026机器人半马落幕提振工业自动化信心；公司机器手已实现小批量应用，技术路径清晰；下游食品包装行业智能化改造提速；设备国产替代逻辑强化；资金逻辑：股价处于历史低位区间，涨停伴随成交量倍增，主力资金低位吸筹迹象明显，技术面呈现W底突破形态；风险提示：堆垛机器手业务尚未单独披露营收，规模较小；主业易拉罐设备受下游消费疲软影响承压，转型节奏存在不确定性	公司研发了用于易拉生产成套设备生产流水线的堆垛机器手	2026-05-11\|16.53\|-0.24\|16.98\|17.43\|16.44\|377514;2026-05-12\|16.30\|-1.39\|16.33\|17.18\|15.94\|392240;2026-05-13\|16.07\|-1.41\|16.16\|16.44\|15.99\|240219;2026-05-14\|15.75\|-1.99\|16.16\|17.01\|15.72\|271479;2026-05-15\|15.49\|-1.65\|15.65\|15.97\|15.21\|295564;2026-05-18\|15.67\|1.16\|15.48\|16.10\|15.31\|253658;2026-05-19\|17.26\|10.15\|15.64\|17.30\|15.52\|451221;2026-05-20\|16.74\|-3.01\|17.00\|17.38\|16.40\|336672;2026-05-21\|15.72\|-6.09\|16.76\|16.83\|15.55\|315198;2026-05-22\|16.51\|5.03\|15.76\|16.53\|15.50\|280256;2026-05-25\|16.08\|-2.60\|16.55\|16.97\|15.80\|231422;2026-05-26\|16.55\|2.92\|16.09\|17.05\|16.06\|386891;2026-05-27\|17.17\|3.75\|16.38\|17.90\|16.38\|509188;2026-05-28\|17.12\|-0.29\|17.35\|17.44\|16.61\|314820;2026-05-29\|15.95\|-6.83\|17.12\|17.35\|15.81\|337887;2026-06-01\|15.78\|-1.07\|15.80\|16.66\|15.61\|246526;2026-06-02\|15.97\|1.20\|15.65\|16.20\|15.20\|199603;2026-06-03\|14.60\|-8.58\|16.07\|16.08\|14.30\|453426;2026-06-04\|16.45\|12.67\|14.47\|16.72\|14.40\|501662;2026-06-05\|16.12\|-2.01\|16.90\|17.08\|15.77\|360002;2026-06-08\|15.53\|-3.66\|15.80\|16.25\|15.28\|314268;2026-06-09\|16.67\|7.34\|15.80\|16.88\|15.14\|387847;2026-06-10\|15.02\|-9.90\|16.20\|16.25\|14.71\|490341;2026-06-11\|14.45\|-3.79\|14.86\|14.99\|14.24\|217620;2026-06-12\|14.43\|-0.14\|14.88\|15.07\|14.35\|187862;2026-06-15\|14.89\|3.19\|14.50\|15.02\|14.37\|178771;2026-06-16\|15.59\|4.70\|14.89\|16.04\|14.80\|333647;2026-06-17\|15.36\|-1.48\|15.16\|15.71\|15.11\|212210;2026-06-18\|16.13\|5.01\|15.55\|16.66\|15.36\|461842;2026-06-22\|17.88\|10.85\|16.09\|18.00\|15.93\|712434;2026-06-23\|16.99\|-4.98\|17.60\|17.88\|16.84\|411155;2026-06-24\|18.49\|8.83\|16.70\|18.70\|16.13\|615188;2026-06-25\|19.05\|3.03\|18.61\|19.50\|18.61\|584561;2026-06-26\|20.81\|9.24\|19.05\|21.90\|18.92\|680056;2026-06-29\|21.32\|2.45\|21.58\|22.81\|20.66\|599079;2026-06-30\|23.11\|8.40\|21.02\|23.50\|21.02\|539437;2026-07-01\|23.08\|-0.13\|22.93\|23.80\|22.18\|411699;2026-07-02\|22.64\|-1.91\|22.20\|23.29\|22.15\|356847;2026-07-03\|22.50\|-0.62\|22.60\|23.31\|21.51\|308315;2026-07-06\|22.60\|0.44\|22.56\|23.54\|22.40\|371757;2026-07-07\|22.18\|-1.86\|22.41\|23.38\|21.92\|264958;2026-07-08\|20.93\|-5.64\|22.16\|22.37\|19.87\|465543;2026-07-09\|21.77\|4.01\|21.17\|21.87\|20.11\|273035;2026-07-10\|19.92\|-8.50\|21.89\|22.03\|19.92\|354120;2026-07-13\|17.94\|-9.94\|19.61\|19.67\|17.85\|457789;2026-07-14\|19.30\|7.58\|17.98\|19.94\|17.80\|409672;2026-07-15\|17.83\|-7.62\|19.18\|20.00\|17.69\|311181;2026-07-16\|17.08\|-4.21\|17.60\|18.60\|16.98\|294188;2026-07-17\|13.84\|-18.97\|17.07\|17.14\|13.66\|548139;2026-07-20\|12.68\|-8.38\|14.46\|14.50\|12.10\|583229;2026-07-21\|14.97\|18.06\|12.56\|15.13\|11.50\|595112;2026-07-22\|14.15\|-5.48\|15.79\|16.16\|14.10\|528038;2026-07-23\|13.70\|-3.18\|14.15\|14.55\|13.44\|377890;2026-07-24\|13.73\|0.22\|13.30\|14.05\|13.14\|304704;2026-07-27\|14.41\|4.95\|13.80\|14.41\|13.16\|284900;2026-07-28\|13.89\|-3.61\|14.03\|14.64\|13.70\|269736;2026-07-29\|13.31\|-4.18\|13.83\|13.89\|12.77\|293314;2026-07-30\|12.07\|-9.32\|13.19\|13.55\|11.92\|314178;2026-07-31\|12.39\|2.65\|12.80\|13.28\|12.31\|282270;2026-08-03\|12.54\|1.21\|12.40\|12.68\|12.16\|199635;2026-08-04\|13.38\|6.70\|12.80\|13.50\|12.40\|281269;2026-08-05\|13.75\|2.77\|13.30\|14.05\|13.13\|254684;2026-08-06\|13.96\|1.53\|13.62\|14.19\|13.54\|226119;2026-08-07\|14.32\|2.58\|14.15\|14.42\|13.70\|256978;2026-08-10\|14.25\|-0.49\|14.33\|14.39\|13.70\|217680;2026-08-11\|14.12\|-0.91\|14.14\|14.44\|13.86\|165796;2026-08-12\|15.40\|9.07\|14.08\|15.48\|14.08\|323321;2026-08-13\|15.07\|-2.14\|15.68\|16.12\|15.06\|287777;2026-08-14\|16.11\|6.90\|15.10\|16.24\|15.10\|338781;2026-08-17\|16.33\|1.37\|16.11\|16.44\|15.79\|260800;2026-08-18\|16.57\|1.47\|16.39\|16.83\|16.02\|232318;2026-08-19\|15.57\|-6.04\|16.60\|17.15\|15.50\|367201;2026-08-20\|15.86\|1.86\|15.96\|16.28\|15.60\|215819;2026-08-21\|17.58\|10.84\|15.80\|17.69\|15.75\|401625;2026-08-24\|17.93\|1.99\|18.02\|18.32\|17.48\|396332;2026-08-25\|17.67\|-1.45\|17.81\|17.93\|17.08\|231505;2026-08-26\|17.66\|-0.06\|17.72\|17.95\|17.39\|189526;2026-08-27\|18.01\|1.98\|17.74\|18.27\|17.40\|239234;2026-08-28\|17.58\|-2.39\|17.88\|18.19\|17.56\|208546;2026-08-31\|18.26\|3.87\|17.03\|18.48\|16.95\|297509;2026-09-01\|17.77\|-2.68\|18.37\|18.54\|17.70\|209268;2026-09-02\|17.44\|-1.86\|17.77\|17.87\|17.26\|188542;2026-09-03\|18.41\|5.56\|17.70\|18.99\|17.69\|450306;2026-09-04\|17.41\|-5.43\|18.58\|18.79\|17.36\|273727;2026-09-07\|18.84\|8.21\|17.77\|18.90\|17.42\|334621;2026-09-08\|18.78\|-0.32\|18.66\|19.05\|18.56\|183159;2026-09-09\|18.16\|-3.30\|18.78\|18.97\|17.96\|237515;2026-09-10\|15.58\|-14.21\|18.05\|18.10\|14.80\|507694;2026-09-11\|15.29\|-1.86\|15.45\|16.29\|14.60\|520813;2026-09-14\|15.02\|-1.77\|15.03\|15.43\|14.51\|276253
116063		PEEK材料+PCB覆铜板+高性能工程塑料 1、据2026年5月8日投资者关系活动记录表，公司专注于高性能工程塑料制品及组配件的研发、生产与销售，高性能工程塑料中的PEEK等材料可应用于机器人轻量化解决方案。 2、据2026年4月24日年报，公司主营高性能工程塑料制品及组配件，产品使用PEEK等特种工程塑料，已批量应用于汽车、新能源等领域，并布局风电、核电、氢能源等新兴赛道；据2026年5月8日投资者关系活动记录表，PEEK可应用于机器人轻量化解决方案。 3、据2026年5月8日投资者关系活动记录表，公司四氟膜产品可应用于PCB覆铜板，是四氟膜产品的主要应用场景之一；据2026年4月24日年报，公司经营计划包括进一步扩大四氟膜业务规模。	公司研究PEEK各种配方、成型与深加工技术，为不同应用场景的客户提供包含且不限于PEEK材料的制品与应用解决方案	2026-05-11\|44.04\|2.68\|43.03\|44.50\|42.56\|25089;2026-05-12\|43.10\|-2.13\|44.04\|44.50\|43.01\|14734;2026-05-13\|46.67\|8.28\|43.10\|47.33\|42.74\|53551;2026-05-14\|45.15\|-3.26\|46.53\|46.99\|44.90\|34431;2026-05-15\|47.04\|4.19\|45.80\|48.80\|45.20\|52537;2026-05-18\|45.95\|-2.32\|46.57\|46.87\|45.00\|33772;2026-05-19\|45.70\|-0.54\|45.89\|46.58\|44.58\|20834;2026-05-20\|46.18\|1.05\|45.97\|46.60\|45.03\|20841;2026-05-21\|44.06\|-4.59\|46.41\|47.11\|43.80\|25232;2026-05-22\|47.17\|7.06\|44.60\|47.79\|44.26\|33568;2026-05-25\|48.90\|3.67\|49.03\|50.68\|47.80\|56073;2026-05-26\|58.68\|20.00\|50.88\|58.68\|49.32\|132770;2026-05-27\|40.60\|-9.96\|48.97\|49.90\|40.53\|210513;2026-05-28\|43.05\|6.03\|40.00\|43.50\|38.17\|173393;2026-05-29\|47.46\|10.24\|42.01\|49.00\|41.66\|188376;2026-06-01\|49.20\|3.67\|49.92\|55.84\|48.85\|181513;2026-06-02\|50.82\|3.29\|49.50\|51.90\|46.61\|157169;2026-06-03\|53.02\|4.33\|50.18\|53.98\|48.72\|151927;2026-06-04\|51.21\|-3.41\|50.45\|51.80\|46.95\|154343;2026-06-05\|47.70\|-6.85\|48.55\|50.00\|47.50\|97031;2026-06-08\|43.20\|-9.43\|44.01\|45.29\|42.51\|88750;2026-06-09\|45.28\|4.81\|44.01\|45.89\|43.31\|75079;2026-06-10\|45.77\|1.08\|44.27\|46.18\|43.61\|65780;2026-06-11\|45.69\|-0.17\|45.01\|47.18\|44.10\|77738;2026-06-12\|48.45\|6.04\|46.80\|49.89\|45.40\|98816;2026-06-15\|51.82\|6.96\|47.97\|52.00\|47.26\|103445;2026-06-16\|51.75\|-0.14\|50.60\|52.58\|50.18\|96649;2026-06-17\|50.87\|-1.70\|51.24\|53.35\|50.58\|91901;2026-06-18\|48.96\|-3.75\|51.44\|51.60\|48.49\|90923;2026-06-22\|56.36\|15.11\|50.61\|56.66\|49.94\|129153;2026-06-23\|58.01\|2.93\|55.93\|59.77\|55.88\|101739;2026-06-24\|55.81\|-3.79\|58.02\|59.45\|54.35\|87548;2026-06-25\|55.29\|-0.93\|55.26\|56.17\|53.99\|66689;2026-06-26\|52.11\|-5.75\|55.61\|56.46\|51.00\|56192;2026-06-29\|47.69\|-8.48\|51.52\|52.17\|45.00\|81247;2026-06-30\|47.30\|-0.82\|48.01\|49.48\|46.80\|66256;2026-07-01\|45.84\|-3.09\|47.69\|48.28\|45.02\|59071;2026-07-02\|45.18\|-1.44\|45.13\|48.28\|44.40\|55263;2026-07-03\|43.72\|-3.23\|45.39\|46.22\|43.63\|44220;2026-07-06\|41.37\|-5.38\|43.72\|44.00\|40.70\|45470;2026-07-07\|39.37\|-4.83\|41.00\|41.55\|38.83\|38474;2026-07-08\|37.53\|-4.67\|39.39\|39.49\|37.08\|41968;2026-07-09\|36.75\|-2.08\|37.69\|38.28\|34.77\|59201;2026-07-10\|35.87\|-2.39\|36.93\|37.71\|35.81\|51133;2026-07-13\|32.80\|-8.56\|35.52\|35.52\|32.50\|53516;2026-07-14\|33.80\|3.05\|32.68\|33.90\|32.00\|42559;2026-07-15\|32.29\|-4.47\|33.56\|33.95\|32.11\|32668;2026-07-16\|30.97\|-4.09\|32.00\|32.58\|30.58\|39521;2026-07-17\|28.15\|-9.11\|31.00\|31.45\|28.08\|56001;2026-07-20\|25.45\|-9.59\|28.72\|29.08\|24.88\|69919;2026-07-21\|27.29\|7.23\|25.99\|27.29\|23.02\|72907;2026-07-22\|26.40\|-3.26\|26.80\|27.65\|26.15\|46274;2026-07-23\|27.48\|4.09\|26.64\|27.48\|26.48\|48080;2026-07-24\|26.41\|-3.89\|27.04\|27.27\|26.03\|37366;2026-07-27\|27.41\|3.79\|26.15\|27.41\|25.94\|36478;2026-07-28\|26.36\|-3.83\|26.86\|27.56\|26.06\|35253;2026-07-29\|26.30\|-0.23\|26.34\|26.52\|25.38\|39809;2026-07-30\|24.73\|-5.97\|26.08\|26.33\|24.60\|41475;2026-07-31\|25.90\|4.73\|26.28\|26.81\|25.80\|42827;2026-08-03\|26.40\|1.93\|26.03\|26.49\|25.72\|30583;2026-08-04\|27.45\|3.98\|26.40\|27.70\|26.30\|39073;2026-08-05\|28.79\|4.88\|27.50\|29.33\|27.32\|54625;2026-08-06\|29.43\|2.22\|28.64\|29.66\|28.39\|45465;2026-08-07\|30.22\|2.68\|29.88\|30.48\|28.66\|50285;2026-08-10\|29.92\|-0.99\|30.15\|30.38\|29.40\|34681;2026-08-11\|29.54\|-1.27\|29.73\|29.90\|29.19\|28240;2026-08-12\|31.49\|6.60\|29.54\|32.43\|29.38\|67840;2026-08-13\|34.81\|10.54\|32.05\|36.36\|31.98\|155977;2026-08-14\|33.35\|-4.19\|35.00\|35.85\|33.04\|115505;2026-08-17\|36.28\|8.79\|34.02\|37.66\|32.45\|113007;2026-08-18\|34.99\|-3.56\|35.66\|36.30\|34.14\|81981;2026-08-19\|31.90\|-8.83\|33.51\|34.18\|31.68\|61066;2026-08-20\|31.48\|-1.32\|32.21\|32.30\|31.20\|45489;2026-08-21\|37.78\|20.01\|31.48\|37.78\|30.51\|111305;2026-08-24\|37.54\|-0.64\|38.45\|38.88\|36.10\|141023;2026-08-25\|39.82\|6.07\|36.85\|41.43\|35.88\|148488;2026-08-26\|42.00\|5.47\|39.00\|45.00\|36.91\|161528;2026-08-27\|50.40\|20.00\|43.89\|50.40\|43.01\|164159;2026-08-28\|57.50\|14.09\|57.45\|60.48\|54.36\|270682;2026-08-31\|55.60\|-3.30\|54.63\|58.58\|54.20\|202614;2026-09-01\|52.71\|-5.20\|55.00\|55.49\|50.48\|160696;2026-09-02\|54.22\|2.86\|52.80\|57.96\|51.66\|211145;2026-09-03\|46.65\|-13.96\|54.44\|54.44\|46.20\|208252;2026-09-04\|46.61\|-0.09\|49.25\|49.60\|46.30\|163130;2026-09-07\|48.93\|4.98\|48.56\|49.30\|46.61\|146294;2026-09-08\|46.22\|-5.38\|48.00\|48.48\|45.72\|142007;2026-09-09\|46.79\|1.23\|47.40\|50.08\|46.28\|162243;2026-09-10\|45.37\|-3.03\|45.95\|47.73\|44.16\|130981;2026-09-11\|43.44\|-4.25\|43.34\|44.63\|41.55\|120560;2026-09-14\|43.54\|0.23\|42.45\|44.16\|41.00\|73550
116062		机器人+电机+股权激励行业原因： 1、据特斯拉4月23日官方微博，特斯拉第三代人形机器人预计年中亮相，2026年7-8月启动正式投产，产品测试稳步推进，预计明年投入外部场景应用。 2、5月21日，随着最后一批特斯拉Model S和X在加州弗里蒙特工厂下线，两款车型正式停产退役，其生产线将用于特斯拉人形机器人的专用生产线。公司原因： 1、据2026年5月12日机构调研，公司2026年一季度营收同比增长91.05%至5.17亿元，主因系2025年收购的凌臣采集开始并表所致，凌臣采集收入占集团总收入比例超过50%；据2025年8月18日公告及2025年年度报告，公司收购的凌臣采集为下游智能装备和工业机器人客户提供运动控制、精密传动等核心零部件和机器人模组，并代理ABB、KUKA机器人。 2、据2025年年度报告，公司主营电机及电动工具整机，年产能超2,000万台，客户包括百得、TTI、博世等全球电动工具行业领先企业。 3、据2026年5月19日公告，公司发布《2026年限制性股票激励计划草案》，拟向激励对象授予限制性股票总计380万股，其中首次授予304万股。	电机生产供应商，人形机器人用电机在技术方面与公司现有的电机有相通之处，公司亦会开展调研以评估拓展相关业务的可行性和必要性	2026-05-11\|31.94\|-0.65\|32.15\|32.15\|31.55\|22316;2026-05-12\|32.41\|1.47\|31.94\|32.58\|31.73\|30135;2026-05-13\|32.05\|-1.11\|32.32\|32.47\|31.70\|23304;2026-05-14\|31.05\|-3.12\|32.04\|32.05\|31.05\|26847;2026-05-15\|33.05\|6.44\|31.31\|33.73\|31.25\|70015;2026-05-18\|36.70\|11.04\|33.06\|37.18\|32.38\|102229;2026-05-19\|36.16\|-1.47\|36.49\|37.20\|35.27\|67703;2026-05-20\|34.99\|-3.24\|35.80\|36.49\|34.56\|52731;2026-05-21\|34.26\|-2.09\|34.74\|37.16\|34.00\|49446;2026-05-22\|41.11\|19.99\|34.87\|41.11\|34.87\|116040;2026-05-25\|42.80\|4.11\|39.33\|43.53\|39.33\|121380;2026-05-26\|41.36\|-3.36\|42.80\|43.28\|40.88\|68313;2026-05-27\|41.35\|-0.02\|41.36\|42.60\|40.52\|59863;2026-05-28\|44.18\|6.84\|41.24\|46.20\|40.33\|97842;2026-05-29\|43.02\|-2.63\|43.86\|47.10\|42.00\|86106;2026-06-01\|40.30\|-6.32\|43.38\|43.39\|40.00\|62626;2026-06-02\|44.49\|10.40\|40.14\|45.92\|39.82\|80667;2026-06-03\|48.56\|9.15\|43.87\|51.66\|43.87\|98342;2026-06-04\|48.68\|0.25\|47.83\|49.88\|47.30\|67329;2026-06-05\|53.01\|8.89\|49.00\|54.69\|48.47\|95376;2026-06-08\|50.35\|-5.02\|52.06\|53.16\|49.11\|77870;2026-06-09\|50.06\|-0.58\|49.88\|50.78\|48.80\|58995;2026-06-10\|49.06\|-2.00\|48.76\|52.19\|48.01\|57863;2026-06-11\|44.48\|-9.34\|49.11\|49.21\|44.00\|75420;2026-06-12\|46.73\|5.06\|45.40\|49.57\|44.06\|68896;2026-06-15\|47.50\|1.65\|46.49\|48.29\|46.00\|44848;2026-06-16\|47.66\|0.34\|46.69\|48.17\|45.78\|42465;2026-06-17\|46.01\|-3.46\|47.19\|47.55\|45.33\|40546;2026-06-18\|44.06\|-4.24\|45.65\|46.83\|43.80\|48314;2026-06-22\|51.53\|16.95\|44.00\|52.00\|42.00\|83329;2026-06-23\|51.53\|0.00\|49.40\|56.56\|48.40\|98850;2026-06-24\|54.08\|4.95\|52.56\|54.50\|50.20\|77136;2026-06-25\|56.51\|4.49\|54.26\|58.29\|52.10\|71517;2026-06-26\|53.30\|-5.68\|56.73\|59.41\|52.66\|54851;2026-06-29\|54.35\|1.97\|54.00\|59.28\|52.22\|72795;2026-06-30\|56.00\|3.04\|54.06\|56.65\|52.20\|54112;2026-07-01\|56.71\|1.27\|55.67\|58.30\|55.08\|51515;2026-07-02\|58.80\|3.69\|55.37\|62.98\|52.80\|70814;2026-07-03\|59.38\|0.99\|58.96\|63.24\|58.10\|72955;2026-07-06\|54.50\|-8.22\|58.97\|61.65\|53.52\|64344;2026-07-07\|51.31\|-5.85\|54.50\|54.60\|51.00\|35287;2026-07-08\|48.59\|-4.84\|51.55\|51.89\|48.43\|26886;2026-07-09\|51.86\|6.73\|48.51\|52.78\|47.87\|41626;2026-07-10\|51.63\|-0.44\|51.96\|53.57\|51.26\|33539;2026-07-13\|48.83\|-5.42\|50.91\|51.60\|48.60\|27453;2026-07-14\|48.50\|-0.68\|48.84\|50.10\|47.38\|31173;2026-07-15\|51.60\|6.39\|49.39\|52.35\|48.50\|46599;2026-07-16\|51.00\|-1.16\|51.60\|52.19\|50.03\|37319;2026-07-17\|47.60\|-6.67\|51.66\|51.66\|47.00\|46315;2026-07-20\|38.20\|-19.75\|48.69\|49.35\|38.08\|65628;2026-07-21\|40.58\|6.23\|39.38\|40.79\|33.36\|62866;2026-07-22\|39.21\|-3.38\|39.76\|41.10\|38.80\|39002;2026-07-23\|39.64\|1.10\|38.94\|41.58\|38.50\|35849;2026-07-24\|38.40\|-3.13\|38.85\|39.86\|37.03\|21721;2026-07-27\|40.00\|4.17\|38.68\|40.00\|37.62\|22935;2026-07-28\|37.19\|-7.03\|39.30\|39.90\|36.83\|25400;2026-07-29\|35.98\|-3.25\|36.45\|37.37\|34.43\|29097;2026-07-30\|33.26\|-7.56\|36.13\|36.34\|33.00\|24448;2026-07-31\|36.14\|8.66\|35.58\|38.13\|35.25\|32042;2026-08-03\|35.91\|-0.64\|36.00\|39.37\|35.30\|31146;2026-08-04\|37.97\|5.74\|36.34\|38.50\|36.07\|32582;2026-08-05\|39.42\|3.82\|37.82\|39.99\|37.00\|31562;2026-08-06\|40.28\|2.18\|39.43\|41.00\|38.84\|27274;2026-08-07\|41.01\|1.81\|40.11\|41.69\|38.73\|25964;2026-08-10\|40.55\|-1.12\|41.01\|41.90\|39.30\|24589;2026-08-11\|40.92\|0.91\|40.40\|41.27\|39.26\|16593;2026-08-12\|42.26\|3.27\|40.70\|42.70\|40.70\|22821;2026-08-13\|48.62\|15.05\|42.67\|50.71\|42.62\|73175;2026-08-14\|50.53\|3.93\|50.00\|51.35\|47.50\|93222;2026-08-17\|51.10\|1.13\|51.29\|52.00\|50.21\|48820;2026-08-18\|52.56\|2.86\|50.73\|52.86\|49.81\|38956;2026-08-19\|49.04\|-6.70\|51.50\|52.50\|48.71\|43345;2026-08-20\|51.08\|4.16\|50.03\|52.49\|48.17\|55308;2026-08-21\|51.30\|0.43\|50.41\|51.92\|48.79\|32372;2026-08-24\|51.52\|0.43\|52.00\|52.77\|50.27\|39359;2026-08-25\|49.73\|-3.47\|51.18\|51.18\|47.81\|44434;2026-08-26\|50.27\|1.09\|50.71\|51.70\|49.25\|28700;2026-08-27\|51.36\|2.17\|50.93\|52.00\|49.41\|38427;2026-08-28\|50.24\|-2.18\|51.08\|52.30\|50.16\|28272;2026-08-31\|53.65\|6.79\|48.96\|54.00\|48.96\|45052;2026-09-01\|51.82\|-3.41\|53.68\|54.50\|50.99\|32021;2026-09-02\|51.25\|-1.10\|51.60\|53.20\|51.03\|26678;2026-09-03\|52.73\|2.89\|51.33\|53.35\|50.82\|37568;2026-09-04\|50.53\|-4.17\|53.03\|53.52\|50.15\|32490;2026-09-07\|53.11\|5.11\|50.78\|53.20\|50.73\|32453;2026-09-08\|52.17\|-1.77\|53.53\|53.77\|51.58\|35078;2026-09-09\|52.90\|1.40\|52.45\|54.40\|52.30\|29774;2026-09-10\|52.68\|-0.42\|52.52\|53.18\|51.50\|19709;2026-09-11\|51.70\|-1.86\|51.43\|52.19\|49.38\|28842;2026-09-14\|53.20\|2.90\|51.00\|53.70\|50.00\|25064
116061		涨停揭秘：公司在人形机器人减速器轴承、柔轮等核心零部件已立项开发并有序推进，受益于人形机器人产业化加速及产业链国产替代趋势；涨停缘由：人形机器人核心零部件减速器轴承与柔轮已开展立项开发；与头部客户技术交流深化；机器人板块整体情绪回暖；政策持续支持高端制造与智能装备；资金逻辑：主力资金净流入明显，游资参与度提升，小市值标的弹性强，叠加事件催化易获短线资金关注；风险提示：项目尚处开发阶段，量产及订单落地存在不确定性，需关注技术验证进度与客户导入节奏	在人形机器人零部件领域，公司已经与该领域内领先的客户开展技术交流和产品方案讨论，并且已经就减速器轴承、柔轮等核心零部件开展立项开发，相关项目正在有序推进	2026-05-11\|62.36\|-0.16\|62.83\|63.11\|61.76\|27675;2026-05-12\|60.82\|-2.47\|62.29\|62.66\|60.22\|28072;2026-05-13\|61.56\|1.22\|60.60\|62.10\|60.06\|21603;2026-05-14\|59.93\|-2.65\|61.59\|63.34\|59.93\|23899;2026-05-15\|61.02\|1.82\|60.00\|62.70\|59.83\|26669;2026-05-18\|61.03\|0.02\|60.03\|62.51\|60.03\|23817;2026-05-19\|60.25\|-1.28\|61.00\|62.26\|60.17\|18836;2026-05-20\|60.83\|0.96\|60.08\|60.99\|59.41\|20158;2026-05-21\|60.71\|-0.20\|60.86\|63.86\|60.37\|36951;2026-05-22\|62.07\|2.24\|61.00\|63.12\|60.01\|29917;2026-05-25\|62.00\|-0.11\|62.56\|63.00\|61.29\|23104;2026-05-26\|59.70\|-3.71\|61.82\|62.50\|58.50\|29530;2026-05-27\|57.84\|-3.12\|59.11\|59.59\|57.38\|22797;2026-05-28\|57.29\|-0.95\|57.25\|58.02\|55.80\|19894;2026-05-29\|53.85\|-6.00\|57.29\|57.56\|53.33\|24567;2026-06-01\|53.69\|-0.30\|54.00\|54.91\|53.06\|16622;2026-06-02\|55.12\|2.66\|53.69\|56.40\|52.51\|23685;2026-06-03\|54.97\|-0.27\|54.88\|56.58\|54.39\|21056;2026-06-04\|63.01\|14.63\|54.77\|63.66\|54.26\|68684;2026-06-05\|44.35\|3.21\|43.04\|45.50\|40.61\|83989;2026-06-08\|44.84\|1.10\|43.00\|46.50\|42.41\|84596;2026-06-09\|44.58\|-0.58\|45.36\|45.78\|43.68\|54179;2026-06-10\|43.35\|-2.76\|44.14\|44.88\|42.28\|46459;2026-06-11\|42.21\|-2.63\|42.56\|43.65\|41.80\|39883;2026-06-12\|42.86\|1.54\|43.05\|44.30\|41.94\|43491;2026-06-15\|43.83\|2.26\|43.50\|44.45\|42.70\|46376;2026-06-16\|44.91\|2.46\|43.50\|45.55\|42.80\|52318;2026-06-17\|44.20\|-1.58\|44.44\|44.79\|42.89\|50337;2026-06-18\|46.99\|6.31\|43.70\|47.98\|43.50\|85218;2026-06-22\|55.24\|17.56\|47.03\|56.18\|46.82\|205701;2026-06-23\|53.01\|-4.04\|54.85\|54.98\|52.38\|93599;2026-06-24\|52.36\|-1.23\|53.38\|53.92\|51.77\|55418;2026-06-25\|52.45\|0.17\|53.00\|55.69\|52.12\|73759;2026-06-26\|52.68\|0.44\|52.45\|53.11\|50.20\|72383;2026-06-29\|46.56\|-11.62\|50.59\|50.98\|43.31\|121541;2026-06-30\|46.65\|0.19\|46.50\|47.48\|45.18\|63038;2026-07-01\|50.60\|8.47\|46.63\|51.42\|45.85\|85942;2026-07-02\|51.11\|1.01\|50.00\|52.58\|49.28\|71282;2026-07-03\|51.87\|1.49\|51.00\|53.90\|49.75\|75602;2026-07-06\|50.63\|-2.39\|51.86\|52.98\|50.06\|54625;2026-07-07\|49.01\|-3.20\|50.04\|51.46\|48.82\|39941;2026-07-08\|44.80\|-8.59\|48.92\|50.37\|44.50\|67338;2026-07-09\|44.05\|-1.67\|45.25\|45.48\|41.40\|57452;2026-07-10\|43.11\|-2.13\|44.12\|44.96\|42.93\|44047;2026-07-13\|39.85\|-7.56\|42.66\|43.05\|39.72\|43620;2026-07-14\|40.27\|1.05\|39.81\|40.96\|37.98\|43337;2026-07-15\|42.40\|5.29\|40.30\|43.23\|39.72\|48139;2026-07-16\|41.84\|-1.32\|42.42\|45.49\|41.44\|49460;2026-07-17\|38.19\|-8.72\|42.02\|42.02\|37.92\|49787;2026-07-20\|36.70\|-3.90\|38.50\|39.50\|35.23\|52927;2026-07-21\|39.50\|7.63\|36.42\|39.58\|33.64\|59984;2026-07-22\|38.60\|-2.28\|39.00\|40.16\|38.29\|35695;2026-07-23\|37.50\|-2.85\|38.42\|38.92\|37.04\|37334;2026-07-24\|35.54\|-5.23\|37.00\|37.49\|35.50\|25756;2026-07-27\|37.30\|4.95\|35.34\|37.47\|35.16\|28121;2026-07-28\|35.77\|-4.10\|36.51\|37.41\|35.54\|18012;2026-07-29\|35.68\|-0.25\|35.36\|36.16\|34.44\|43720;2026-07-30\|31.32\|-12.22\|35.45\|35.52\|31.32\|53574;2026-07-31\|33.98\|8.49\|33.18\|35.82\|32.20\|62129;2026-08-03\|35.04\|3.12\|34.15\|37.03\|34.14\|62275;2026-08-04\|36.96\|5.48\|36.57\|37.34\|35.16\|52573;2026-08-05\|36.96\|0.00\|37.08\|37.69\|36.70\|36866;2026-08-06\|37.34\|1.03\|36.57\|37.77\|36.50\|33728;2026-08-07\|38.38\|2.79\|37.33\|38.48\|36.71\|43047;2026-08-10\|37.41\|-2.53\|38.77\|39.07\|37.04\|35192;2026-08-11\|38.52\|2.97\|37.35\|39.16\|36.34\|41575;2026-08-12\|39.00\|1.25\|38.52\|39.36\|38.04\|27984;2026-08-13\|37.81\|-3.05\|39.00\|39.49\|37.80\|29380;2026-08-14\|44.80\|18.49\|37.95\|45.17\|37.79\|117311;2026-08-17\|45.87\|2.39\|44.50\|45.88\|43.85\|61138;2026-08-18\|46.55\|1.48\|45.87\|46.80\|44.50\|56367;2026-08-19\|41.65\|-10.53\|45.99\|45.99\|41.21\|67277;2026-08-20\|44.65\|7.20\|42.54\|44.87\|41.99\|59421;2026-08-21\|45.42\|1.72\|44.00\|45.70\|43.18\|41392;2026-08-24\|45.25\|-0.37\|45.51\|45.70\|44.27\|33931;2026-08-25\|45.70\|0.99\|45.70\|45.98\|43.84\|30251;2026-08-26\|45.69\|-0.02\|46.48\|47.17\|45.38\|33244;2026-08-27\|46.93\|2.71\|45.61\|47.30\|44.60\|52039;2026-08-28\|48.66\|3.69\|46.04\|50.50\|45.80\|87264;2026-08-31\|49.49\|1.71\|48.00\|49.60\|47.72\|41178;2026-09-01\|48.81\|-1.37\|49.49\|49.80\|48.14\|34949;2026-09-02\|47.20\|-3.30\|48.24\|48.63\|47.10\|32021;2026-09-03\|45.16\|-4.32\|47.98\|48.89\|43.11\|70735;2026-09-04\|44.22\|-2.08\|45.32\|46.62\|44.08\|45593;2026-09-07\|44.22\|0.00\|44.20\|44.96\|43.60\|38202;2026-09-08\|45.82\|3.62\|44.22\|47.68\|44.14\|51034;2026-09-09\|45.79\|-0.07\|46.85\|47.06\|45.36\|35331;2026-09-10\|44.17\|-3.54\|45.00\|46.10\|44.17\|26898;2026-09-11\|41.88\|-5.18\|43.66\|44.11\|40.10\|53273;2026-09-14\|41.36\|-1.24\|41.83\|42.06\|41.00\|22621

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason