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
110247		电池铝箔+锂电池概念+扭亏为盈行业原因：美伊局势缓和推升有色及贵金属价格。据央视新闻，当地时间5月5日傍晚，美国总统特朗普在社交媒体上发文表示，美国在与伊朗达成一项全面且最终的协议方面已取得重大进展，双方现已达成共识。公司原因： 1、据2026年4月29日一季报，公司一季度归母净利润2589.99万元，同比扭亏为盈，营收5.27亿元，同比增长28.36%。 2、据2026年4月25日年报，安徽丽岛“年产8.6万吨新能源电池集流体材料项目”已投产并进入产能爬坡，电池箔产品已切入多家新能源企业供应链。 3、据2026年3月18日公告，安徽丽岛拟再投2.8亿元扩建电池铝箔产能，建设期10个月，投产后将提升市场占有率。	全资子公司丽岛新能源主要产品为铝带、箔材产品等，是利用铝箔等的良好导电性，用作锂电池的集流体材料；一季度净利润同比增长311.32%	2026-03-10\|13.01\|1.72\|12.90\|13.05\|12.89\|25031;2026-03-11\|13.03\|0.15\|13.11\|13.18\|12.90\|32459;2026-03-12\|12.98\|-0.38\|13.06\|13.22\|12.93\|25115;2026-03-13\|13.46\|3.70\|13.01\|13.80\|12.90\|65629;2026-03-16\|13.28\|-1.34\|13.07\|13.70\|13.07\|85204;2026-03-17\|12.81\|-3.54\|13.26\|13.55\|12.80\|56546;2026-03-18\|12.68\|-1.01\|12.95\|13.00\|12.51\|42629;2026-03-19\|12.24\|-3.47\|12.66\|12.87\|12.16\|46509;2026-03-20\|11.72\|-4.25\|12.24\|12.47\|11.63\|53283;2026-03-23\|11.19\|-4.52\|11.72\|11.85\|11.10\|69109;2026-03-24\|12.31\|10.01\|11.44\|12.31\|11.20\|62300;2026-03-25\|13.02\|5.77\|12.91\|13.54\|12.80\|193301;2026-03-26\|14.32\|9.98\|13.18\|14.32\|13.15\|158820;2026-03-27\|13.86\|-3.21\|13.66\|13.98\|13.15\|256573;2026-03-30\|14.58\|5.19\|14.14\|15.03\|13.51\|326955;2026-03-31\|13.88\|-4.80\|14.24\|14.50\|13.85\|190148;2026-04-01\|15.27\|10.01\|13.90\|15.27\|13.90\|168787;2026-04-02\|14.77\|-3.27\|15.27\|15.27\|14.21\|216493;2026-04-03\|14.44\|-2.23\|14.70\|14.85\|14.20\|128216;2026-04-07\|14.29\|-1.04\|14.44\|14.55\|13.82\|115501;2026-04-08\|14.75\|3.22\|14.40\|15.24\|14.38\|161395;2026-04-09\|14.38\|-2.51\|14.52\|14.70\|14.21\|105626;2026-04-10\|14.45\|0.49\|14.51\|14.80\|14.00\|89463;2026-04-13\|14.08\|-2.56\|14.16\|14.44\|13.97\|88685;2026-04-14\|14.18\|0.71\|14.08\|14.30\|13.76\|83409;2026-04-15\|13.91\|-1.90\|14.28\|14.45\|13.80\|72856;2026-04-16\|14.18\|1.94\|13.98\|14.25\|13.80\|68317;2026-04-17\|13.77\|-2.89\|14.24\|14.78\|13.69\|113288;2026-04-20\|13.03\|-5.37\|13.39\|13.70\|12.86\|124950;2026-04-21\|12.64\|-2.99\|13.09\|13.10\|12.55\|75159;2026-04-22\|12.55\|-0.71\|12.48\|13.08\|12.42\|73560;2026-04-23\|12.59\|0.32\|12.50\|12.85\|12.13\|86134;2026-04-24\|13.85\|10.01\|12.58\|13.85\|12.45\|109808;2026-04-27\|12.47\|-9.96\|13.62\|13.62\|12.47\|112530;2026-04-28\|12.60\|1.04\|12.29\|13.59\|12.29\|146219;2026-04-29\|13.86\|10.00\|13.22\|13.86\|13.22\|121699;2026-04-30\|15.25\|10.03\|14.14\|15.25\|14.03\|240648;2026-05-06\|16.78\|10.03\|15.77\|16.78\|15.77\|103904;2026-05-07\|17.16\|2.26\|17.21\|18.46\|15.79\|455125;2026-05-08\|18.88\|10.02\|16.94\|18.88\|16.64\|400947;2026-05-11\|17.88\|-5.30\|18.59\|18.68\|17.15\|356942;2026-05-12\|16.81\|-5.98\|17.23\|17.36\|16.62\|235909;2026-05-13\|16.82\|0.06\|16.70\|17.09\|16.52\|189798;2026-05-14\|16.20\|-3.69\|16.56\|16.98\|16.11\|174303;2026-05-15\|15.88\|-1.98\|16.01\|16.37\|15.72\|133195;2026-05-18\|15.71\|-1.07\|15.60\|15.83\|15.47\|96130;2026-05-19\|15.58\|-0.83\|15.71\|15.89\|15.04\|120640;2026-05-20\|15.71\|0.83\|15.40\|16.13\|15.39\|122338;2026-05-21\|14.86\|-5.41\|15.58\|15.78\|14.81\|112040;2026-05-22\|15.40\|3.63\|14.96\|15.52\|14.80\|99531;2026-05-25\|15.09\|-2.01\|15.45\|15.71\|14.80\|78295;2026-05-26\|14.97\|-0.80\|14.91\|15.09\|14.50\|86973;2026-05-27\|14.54\|-2.87\|14.85\|14.89\|14.44\|59761;2026-05-28\|14.86\|2.20\|14.36\|15.00\|14.36\|80286;2026-05-29\|14.43\|-2.89\|14.82\|15.30\|14.40\|81279;2026-06-01\|15.04\|4.23\|14.32\|15.33\|14.30\|94172;2026-06-02\|14.97\|-0.47\|14.81\|15.05\|14.43\|82492;2026-06-03\|14.96\|-0.07\|14.81\|15.26\|14.68\|85895;2026-06-04\|14.54\|-2.81\|14.59\|14.80\|14.33\|62042;2026-06-05\|14.37\|-1.17\|14.46\|14.67\|14.03\|68200;2026-06-08\|13.66\|-4.94\|13.70\|14.15\|13.39\|68727;2026-06-09\|13.71\|0.37\|13.83\|13.83\|13.44\|48286;2026-06-10\|13.49\|-1.60\|13.60\|13.65\|13.15\|44169;2026-06-11\|13.35\|-1.04\|13.36\|13.58\|13.09\|43739;2026-06-12\|13.58\|1.72\|13.42\|13.82\|13.20\|57821;2026-06-15\|13.77\|1.40\|13.70\|14.05\|13.57\|54601;2026-06-16\|14.05\|2.03\|13.73\|14.23\|13.50\|54514;2026-06-17\|13.62\|-3.06\|14.01\|14.11\|13.39\|51808;2026-06-18\|13.20\|-3.08\|13.65\|13.66\|13.14\|48236;2026-06-22\|13.37\|1.29\|13.09\|13.43\|12.76\|63790;2026-06-23\|13.72\|2.62\|13.43\|13.92\|13.23\|79981;2026-06-24\|13.79\|0.51\|13.65\|13.95\|13.46\|76805;2026-06-25\|13.93\|1.02\|13.79\|14.13\|13.56\|88493;2026-06-26\|13.66\|-1.94\|13.81\|14.44\|13.63\|100775;2026-06-29\|13.48\|-1.32\|13.54\|13.89\|13.17\|75272;2026-06-30\|14.02\|4.01\|13.47\|14.05\|13.39\|71843;2026-07-01\|14.32\|2.14\|14.05\|14.60\|13.81\|86465;2026-07-02\|14.44\|0.84\|14.20\|14.56\|14.12\|68912;2026-07-03\|14.69\|1.73\|14.28\|14.72\|14.14\|79520;2026-07-06\|14.59\|-0.68\|14.70\|14.88\|14.35\|77233;2026-07-07\|15.23\|4.39\|14.50\|15.70\|13.51\|269846;2026-07-08\|13.71\|-9.98\|13.81\|14.43\|13.71\|90398;2026-07-09\|12.34\|-9.99\|12.56\|12.95\|12.34\|26385;2026-07-10\|11.18\|-9.40\|11.11\|11.78\|11.11\|211132;2026-07-13\|10.18\|-8.94\|10.80\|10.90\|10.06\|143367;2026-07-14\|10.62\|4.32\|10.16\|10.64\|9.95\|102152;2026-07-15\|10.40\|-2.07\|10.63\|10.69\|10.28\|77675;2026-07-16\|10.30\|-0.96\|10.33\|10.56\|10.21\|61607;2026-07-17\|9.88\|-4.08\|10.32\|10.43\|9.80\|70185
110246		AI算力+定增算力项目+液冷行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年6月4日公告，公司拟以简易程序向特定对象发行股票，募集资金用于智能算力集群建设项目，项目建成后公司AI算力业务将由建设交付延伸至算力运营服务。 2、据2026年4月3日年报及2026年4月28日一季报，公司AI算力板块已成为核心收入来源，2025年该板块收入8.70亿元，占总营收46.16%；2025年12月陆续签订合计约6.04亿元算力设备销售合同；2026年一季度营收同比增长113.46%，增长主要系新增AI算力业务。 3、据2025年9月5日公告，公司旗下武桐高新的液冷超节点采用自主设计的泵驱两相液冷方案，实现100%全液冷，PUE预计降至1.06-1.15。	公司拟收购武桐高新39.23%的股权，标的主要从事AIDC算力服务器与集群综合解决方案服务业务；一季度净利润同比增长222.75%	2026-03-10\|132.72\|-1.69\|134.96\|135.10\|127.71\|49953;2026-03-11\|136.00\|2.47\|133.31\|139.37\|132.30\|51393;2026-03-12\|138.02\|1.49\|136.01\|140.84\|132.76\|36432;2026-03-13\|133.30\|-3.42\|137.00\|143.00\|132.80\|47342;2026-03-16\|134.00\|0.53\|134.12\|136.22\|127.12\|55986;2026-03-17\|129.82\|-3.12\|136.00\|136.00\|129.00\|34101;2026-03-18\|129.11\|-0.55\|130.00\|130.00\|126.26\|25432;2026-03-19\|119.99\|-7.06\|127.00\|128.06\|118.00\|45400;2026-03-20\|113.00\|-5.83\|121.00\|122.99\|110.92\|66196;2026-03-23\|101.70\|-10.00\|111.70\|112.10\|101.70\|57590;2026-03-24\|102.86\|1.14\|103.40\|103.40\|96.34\|70104;2026-03-25\|109.30\|6.26\|103.00\|110.50\|101.30\|55320;2026-03-26\|103.05\|-5.72\|110.00\|110.00\|102.32\|40774;2026-03-27\|102.07\|-0.95\|104.70\|104.70\|100.10\|32427;2026-03-30\|100.99\|-1.06\|100.00\|103.22\|99.00\|39710;2026-03-31\|94.69\|-6.24\|102.49\|102.49\|93.69\|60882;2026-04-01\|104.16\|10.00\|98.00\|104.16\|96.70\|44753;2026-04-02\|106.92\|2.65\|105.90\|110.38\|104.40\|103335;2026-04-03\|102.69\|-3.96\|106.38\|107.98\|99.50\|77782;2026-04-07\|99.46\|-3.15\|104.74\|104.98\|97.93\|44642;2026-04-08\|109.41\|10.00\|103.70\|109.41\|100.10\|54337;2026-04-09\|111.06\|1.51\|109.41\|116.30\|106.71\|77520;2026-04-10\|114.50\|3.10\|113.05\|117.50\|110.00\|67262;2026-04-13\|113.56\|-0.82\|111.50\|115.62\|111.50\|43438;2026-04-14\|115.10\|1.36\|115.00\|117.22\|112.00\|56830;2026-04-15\|126.61\|10.00\|115.00\|126.61\|115.00\|56828;2026-04-16\|131.59\|3.93\|127.00\|133.63\|127.00\|86689;2026-04-17\|129.91\|-1.28\|130.85\|133.00\|124.70\|58431;2026-04-20\|128.18\|-1.33\|129.99\|132.50\|127.50\|50574;2026-04-21\|126.32\|-1.45\|127.00\|127.94\|124.50\|34135;2026-04-22\|130.97\|3.68\|125.86\|132.00\|125.80\|38473;2026-04-23\|128.90\|-1.58\|132.00\|133.24\|126.26\|32813;2026-04-24\|129.35\|0.35\|129.90\|134.09\|127.53\|33138;2026-04-27\|142.29\|10.00\|129.55\|142.29\|129.39\|36664;2026-04-28\|156.52\|10.00\|148.00\|156.52\|147.00\|88342;2026-04-29\|153.52\|-1.92\|158.00\|162.00\|150.03\|105798;2026-04-30\|150.05\|-2.26\|153.52\|155.49\|146.30\|55412;2026-05-06\|148.02\|-1.35\|150.00\|150.50\|144.67\|56418;2026-05-07\|151.00\|2.01\|146.57\|151.98\|146.03\|52367;2026-05-08\|166.10\|10.00\|150.23\|166.10\|150.13\|30361;2026-05-11\|168.18\|1.25\|172.58\|175.00\|163.16\|72012;2026-05-12\|158.61\|-5.69\|169.85\|170.21\|157.00\|51784;2026-05-13\|161.87\|2.06\|157.82\|162.88\|154.00\|46692;2026-05-14\|156.00\|-3.63\|164.00\|165.00\|155.81\|44421;2026-05-15\|154.21\|-1.15\|153.08\|158.00\|149.13\|35896;2026-05-18\|153.40\|-0.53\|154.28\|160.90\|150.70\|35129;2026-05-19\|150.00\|-2.22\|152.64\|153.00\|147.28\|35631;2026-05-20\|149.01\|-0.66\|150.00\|154.49\|147.28\|35398;2026-05-21\|101.47\|-4.51\|108.28\|110.50\|101.47\|48548;2026-05-22\|105.97\|4.43\|101.90\|107.00\|101.64\|52725;2026-05-25\|110.40\|4.18\|107.99\|110.44\|104.03\|50811;2026-05-26\|108.32\|-1.88\|111.00\|111.59\|107.35\|47667;2026-05-27\|119.15\|10.00\|108.32\|119.15\|107.39\|65214;2026-05-28\|120.25\|0.92\|119.15\|122.50\|114.44\|81791;2026-05-29\|118.68\|-1.31\|119.75\|123.90\|117.18\|57488;2026-06-01\|106.81\|-10.00\|118.89\|118.89\|106.81\|67289;2026-06-02\|107.07\|0.24\|108.83\|108.83\|103.00\|43079;2026-06-03\|110.35\|3.06\|105.95\|111.85\|104.20\|38992;2026-06-04\|113.66\|3.00\|108.64\|113.66\|108.30\|36876;2026-06-05\|109.25\|-3.88\|113.00\|114.88\|108.00\|43774;2026-06-08\|104.50\|-4.35\|100.00\|108.36\|100.00\|42214;2026-06-09\|105.76\|1.21\|107.00\|107.50\|104.10\|25011;2026-06-10\|106.27\|0.48\|104.50\|112.56\|104.00\|31989;2026-06-11\|105.87\|-0.38\|106.00\|108.08\|103.58\|26929;2026-06-12\|107.78\|1.80\|107.46\|113.82\|107.00\|44263;2026-06-15\|118.56\|10.00\|108.99\|118.56\|108.00\|60099;2026-06-16\|130.42\|10.00\|119.75\|130.42\|119.75\|79592;2026-06-17\|133.20\|2.13\|133.03\|135.60\|128.00\|77549;2026-06-18\|138.51\|3.99\|133.50\|140.80\|133.50\|46232;2026-06-22\|140.25\|1.26\|135.50\|142.25\|135.50\|42218;2026-06-23\|135.09\|-3.68\|138.00\|141.00\|134.10\|44386;2026-06-24\|135.06\|-0.02\|134.90\|137.88\|131.00\|48306;2026-06-25\|138.64\|2.65\|135.10\|139.64\|133.63\|46172;2026-06-26\|137.77\|-0.63\|136.98\|141.90\|134.55\|51832;2026-06-29\|138.14\|0.27\|136.83\|143.84\|132.00\|55527;2026-06-30\|145.00\|4.97\|138.14\|146.15\|137.00\|51028;2026-07-01\|159.50\|10.00\|145.00\|159.50\|143.01\|34845;2026-07-02\|143.55\|-10.00\|160.00\|160.00\|143.55\|91413;2026-07-03\|135.66\|-5.50\|135.82\|140.83\|134.00\|54901;2026-07-06\|130.72\|-3.64\|136.00\|136.99\|129.00\|48342;2026-07-07\|123.25\|-5.71\|130.74\|132.99\|121.50\|46291;2026-07-08\|123.42\|0.14\|123.50\|128.00\|120.33\|42450;2026-07-09\|129.28\|4.75\|121.31\|129.88\|118.20\|50824;2026-07-10\|125.07\|-3.26\|131.20\|133.34\|125.00\|44370;2026-07-13\|114.08\|-8.79\|123.29\|126.19\|112.66\|53984;2026-07-14\|118.80\|4.14\|116.08\|119.78\|111.50\|42909;2026-07-15\|114.99\|-3.21\|118.92\|124.00\|114.00\|43784;2026-07-16\|106.90\|-7.04\|116.70\|116.74\|106.39\|40935;2026-07-17\|102.68\|-3.95\|106.41\|114.28\|102.16\|63598
110245		TOD轨道物业+拟剥离地产+北京国资行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2026年4月21日公告，公司拟与控股股东北京市基础设施投资有限公司联合竞标或竞买轨道交通上盖及沿线物业项目，地价及营运资金总额度不超70亿元，继续深耕TOD轨道物业开发。 2、据2026年3月16日公告，公司筹划将房地产开发业务相关资产及负债整体转让给控股股东，交易完成后将不再从事传统房地产开发，构成重大资产重组。 3、据2026年4月21日公司2025年年度报告及同日公告，公司实际控制人为北京市人民政府国有资产监督管理委员会，控股股东京投公司为北京市人民政府国有资产监督管理委员会出资设立的国有独资公司。	公司拟向将控股股东转让房地产开发业务相关资产及负债，不再从事房地产开发业务；一季报业绩同比减亏	2026-03-10\|7.30\|1.96\|7.15\|7.60\|7.02\|329000;2026-03-11\|7.46\|2.19\|7.39\|7.75\|6.90\|586771;2026-03-12\|7.96\|6.70\|7.46\|8.07\|7.38\|581591;2026-03-13\|8.76\|10.05\|7.91\|8.76\|7.80\|433776;2026-03-16\|9.64\|10.05\|9.58\|9.64\|9.03\|243900;2026-03-17\|10.60\|9.96\|10.60\|10.60\|10.28\|456800;2026-03-18\|10.64\|0.38\|11.00\|11.37\|10.13\|1012542;2026-03-19\|9.87\|-7.24\|10.20\|10.44\|9.58\|673968;2026-03-20\|10.86\|10.03\|9.27\|10.86\|9.27\|495206;2026-03-23\|10.54\|-2.95\|10.50\|11.28\|10.40\|688875;2026-03-24\|10.88\|3.23\|10.80\|11.47\|10.20\|530964;2026-03-25\|11.01\|1.19\|11.10\|11.35\|10.71\|566216;2026-03-26\|10.49\|-4.72\|11.12\|11.18\|10.43\|459355;2026-03-27\|10.33\|-1.53\|10.29\|10.53\|10.02\|368053;2026-03-30\|10.12\|-2.03\|10.24\|10.30\|9.30\|325450;2026-03-31\|9.76\|-3.56\|10.27\|10.36\|9.68\|260344;2026-04-01\|9.62\|-1.43\|9.74\|9.85\|9.36\|294990;2026-04-02\|9.40\|-2.29\|9.69\|9.69\|9.26\|182286;2026-04-03\|8.98\|-4.47\|9.44\|9.44\|8.77\|235779;2026-04-07\|8.65\|-3.67\|8.97\|9.23\|8.49\|263472;2026-04-08\|8.92\|3.12\|8.75\|8.94\|8.60\|198022;2026-04-09\|9.07\|1.68\|8.84\|9.14\|8.68\|196317;2026-04-10\|9.00\|-0.77\|9.07\|9.18\|8.91\|181170;2026-04-13\|8.94\|-0.67\|8.91\|9.29\|8.86\|199727;2026-04-14\|9.01\|0.78\|9.11\|9.30\|8.94\|240974;2026-04-15\|9.91\|9.99\|9.08\|9.91\|8.91\|293130;2026-04-16\|10.90\|9.99\|10.40\|10.90\|10.20\|242846;2026-04-17\|11.99\|10.00\|11.98\|11.99\|11.68\|272945;2026-04-20\|12.05\|0.50\|12.51\|12.51\|11.21\|764600;2026-04-21\|11.95\|-0.83\|11.96\|12.47\|11.43\|446468;2026-04-22\|13.15\|10.04\|12.14\|13.15\|11.65\|345609;2026-04-23\|13.30\|1.14\|13.50\|13.75\|13.10\|467557;2026-04-24\|13.71\|3.08\|13.30\|14.35\|13.23\|452779;2026-04-27\|13.56\|-1.09\|13.50\|13.87\|12.80\|313889;2026-04-28\|13.44\|-0.89\|13.68\|13.95\|13.31\|204111;2026-04-29\|13.71\|2.01\|13.59\|13.95\|13.22\|252091;2026-04-30\|14.50\|5.76\|14.00\|15.08\|14.00\|428958;2026-05-06\|14.97\|3.24\|15.23\|15.45\|14.26\|406814;2026-05-07\|15.66\|4.61\|15.27\|15.90\|14.71\|368454;2026-05-08\|17.23\|10.03\|15.82\|17.23\|15.82\|352243;2026-05-11\|18.95\|9.98\|18.95\|18.95\|18.30\|482732;2026-05-12\|20.85\|10.03\|20.80\|20.85\|18.39\|850490;2026-05-13\|19.26\|-7.63\|20.80\|21.83\|18.78\|788303;2026-05-14\|17.70\|-8.10\|18.69\|18.69\|17.60\|598116;2026-05-15\|16.82\|-4.97\|17.73\|17.80\|16.52\|410815;2026-05-18\|16.62\|-1.19\|16.33\|16.98\|15.72\|471309;2026-05-19\|16.62\|0.00\|16.71\|17.91\|16.50\|498869;2026-05-20\|16.02\|-3.61\|16.52\|16.62\|15.68\|344281;2026-05-21\|14.51\|-9.43\|15.93\|16.00\|14.50\|413248;2026-05-22\|15.96\|9.99\|14.95\|15.96\|14.37\|253119;2026-05-25\|16.56\|3.76\|16.76\|17.36\|15.76\|517742;2026-05-26\|17.00\|2.66\|16.41\|17.20\|16.30\|462843;2026-05-27\|16.34\|-3.88\|16.70\|17.08\|16.01\|354244;2026-05-28\|16.12\|-1.35\|16.35\|16.94\|15.76\|278014;2026-05-29\|15.20\|-5.71\|16.30\|16.35\|14.93\|292404;2026-06-01\|14.43\|-5.07\|14.96\|15.07\|14.31\|259036;2026-06-02\|14.21\|-1.52\|14.43\|14.59\|13.88\|205616;2026-06-03\|15.63\|9.99\|14.15\|15.63\|13.96\|244790;2026-06-04\|15.06\|-3.65\|15.63\|16.16\|14.92\|336487;2026-06-05\|15.48\|2.79\|15.23\|15.84\|14.68\|350270;2026-06-08\|14.64\|-5.43\|15.10\|15.36\|14.34\|214265;2026-06-09\|14.30\|-2.32\|14.99\|15.08\|14.16\|216774;2026-06-10\|13.35\|-6.64\|14.23\|14.30\|13.30\|313117;2026-06-11\|12.63\|-5.39\|13.11\|13.40\|12.40\|340620;2026-06-12\|12.38\|-1.98\|12.80\|13.45\|12.36\|227287;2026-06-15\|12.57\|1.53\|12.00\|12.72\|12.00\|211840;2026-06-16\|12.74\|1.35\|12.62\|12.89\|12.27\|176442;2026-06-17\|12.69\|-0.39\|12.61\|12.97\|12.54\|164379;2026-06-18\|13.63\|7.41\|12.78\|13.96\|12.50\|403783;2026-06-22\|12.78\|-6.24\|13.40\|14.12\|12.50\|375780;2026-06-23\|12.84\|0.47\|12.73\|13.28\|12.50\|217010;2026-06-24\|12.96\|0.93\|12.80\|13.09\|12.41\|197081;2026-06-25\|12.17\|-6.10\|12.96\|12.98\|12.05\|210283;2026-06-26\|11.31\|-7.07\|12.12\|12.12\|11.30\|215209;2026-06-29\|10.93\|-3.36\|11.66\|11.66\|10.80\|213093;2026-06-30\|11.50\|5.21\|10.85\|11.97\|10.75\|220100;2026-07-01\|11.47\|-0.26\|11.50\|11.73\|11.27\|147686;2026-07-02\|11.49\|0.17\|11.41\|11.90\|11.20\|199531;2026-07-03\|11.58\|0.78\|11.50\|11.95\|11.40\|148952;2026-07-06\|11.20\|-3.28\|11.50\|11.75\|11.11\|121274;2026-07-07\|10.58\|-5.54\|11.25\|11.33\|10.46\|137169;2026-07-08\|10.34\|-2.27\|10.69\|10.75\|10.24\|114231;2026-07-09\|10.50\|1.55\|10.40\|10.53\|10.03\|125441;2026-07-10\|10.35\|-1.43\|10.55\|10.65\|10.30\|140948;2026-07-13\|9.35\|-9.66\|10.57\|10.57\|9.32\|191513;2026-07-14\|9.58\|2.46\|9.50\|9.58\|9.00\|199031;2026-07-15\|9.52\|-0.63\|9.58\|9.80\|9.33\|146557;2026-07-16\|9.20\|-3.36\|9.49\|9.58\|9.12\|117641;2026-07-17\|8.37\|-9.02\|9.17\|9.24\|8.28\|208064
110244		人形机器人+数控螺纹磨床+高端数控机床行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年6月12日投资者关系活动记录表，公司已具备用于行星滚柱丝杠副加工的高精数控螺纹磨削设备生产能力，SK76系列数控内螺纹磨床适用于人形机器人零部件精密加工，已与贝斯特、五洲新春、三联锻造、领益智造等客户签署合同或达成战略合作。 2、据2025年年度报告，公司正在研发丝杠螺母装配线项目，旨在切入新能源、人形机器人等行业赛道，提供全自动检测装配生产线，预计2026年10月前完成设计及部分核心样机交付。 3、据2025年年度报告及2026年6月12日投资者关系活动记录表，公司定位于高端数控机床，拥有完整产业链，已成为集柔性线制造、系统集成于一体的综合性智能制造装备提供商，在中国轴承制造装备领域市场占有率名列前茅。	1、公司拥有桁架机械手直角坐标机器人方面的专利，并已大量应用到自动化连线设备；一季度扭亏为盈； 2、公司产品涵盖了数控车床、高端磨床及柔性化生产线等，公司数控机床产品数控化率100%，行业排名第一	2026-03-10\|6.95\|1.46\|6.89\|6.99\|6.81\|415891;2026-03-11\|6.93\|-0.29\|7.04\|7.21\|6.91\|671990;2026-03-12\|6.75\|-2.60\|6.86\|6.97\|6.72\|499747;2026-03-13\|6.61\|-2.07\|6.80\|6.81\|6.58\|299818;2026-03-16\|6.63\|0.30\|6.62\|6.74\|6.54\|284381;2026-03-17\|6.44\|-2.87\|6.63\|6.70\|6.43\|254155;2026-03-18\|6.57\|2.02\|6.46\|6.58\|6.40\|216892;2026-03-19\|6.20\|-5.63\|6.46\|6.48\|6.17\|278983;2026-03-20\|5.96\|-3.87\|6.27\|6.29\|5.95\|323670;2026-03-23\|5.44\|-8.72\|5.86\|5.90\|5.36\|707451;2026-03-24\|5.66\|4.04\|5.59\|5.66\|5.43\|408984;2026-03-25\|5.75\|1.59\|5.67\|5.81\|5.63\|397862;2026-03-26\|5.55\|-3.48\|5.71\|5.83\|5.52\|318194;2026-03-27\|5.61\|1.08\|5.45\|5.66\|5.42\|224406;2026-03-30\|5.65\|0.71\|5.52\|5.67\|5.48\|206456;2026-03-31\|5.55\|-1.77\|5.67\|5.75\|5.55\|218179;2026-04-01\|5.63\|1.44\|5.65\|5.69\|5.55\|165383;2026-04-02\|5.53\|-1.78\|5.61\|5.69\|5.51\|219079;2026-04-03\|5.31\|-3.98\|5.57\|5.59\|5.30\|203098;2026-04-07\|5.37\|1.13\|5.30\|5.39\|5.29\|121100;2026-04-08\|5.61\|4.47\|5.48\|5.62\|5.46\|222519;2026-04-09\|5.45\|-2.85\|5.53\|5.56\|5.44\|160263;2026-04-10\|5.52\|1.28\|5.49\|5.60\|5.49\|169789;2026-04-13\|5.55\|0.54\|5.50\|5.55\|5.45\|128780;2026-04-14\|5.52\|-0.54\|5.60\|5.60\|5.44\|166053;2026-04-15\|5.46\|-1.09\|5.55\|5.62\|5.45\|270438;2026-04-16\|5.54\|1.47\|5.46\|5.55\|5.45\|186367;2026-04-17\|5.67\|2.35\|5.52\|5.75\|5.51\|336560;2026-04-20\|5.71\|0.71\|5.68\|5.73\|5.63\|189367;2026-04-21\|5.61\|-1.75\|5.70\|5.71\|5.57\|179012;2026-04-22\|5.54\|-1.25\|5.58\|5.58\|5.49\|165346;2026-04-23\|5.38\|-2.89\|5.53\|5.54\|5.36\|209147;2026-04-24\|5.32\|-1.12\|5.38\|5.38\|5.20\|226381;2026-04-27\|5.39\|1.32\|5.32\|5.39\|5.18\|204496;2026-04-28\|5.23\|-2.97\|5.30\|5.35\|5.20\|162418;2026-04-29\|5.75\|9.94\|5.43\|5.75\|5.43\|326672;2026-04-30\|5.93\|3.13\|5.95\|5.98\|5.71\|833941;2026-05-06\|5.99\|1.01\|5.93\|6.00\|5.90\|525151;2026-05-07\|6.14\|2.50\|5.99\|6.34\|5.99\|603151;2026-05-08\|6.75\|9.93\|6.17\|6.75\|6.10\|812038;2026-05-11\|6.63\|-1.78\|6.75\|6.75\|6.48\|1030286;2026-05-12\|6.56\|-1.06\|6.66\|6.73\|6.53\|559632;2026-05-13\|6.70\|2.13\|6.53\|6.77\|6.46\|564329;2026-05-14\|6.73\|0.45\|6.69\|7.15\|6.60\|955289;2026-05-15\|6.93\|2.97\|6.71\|7.12\|6.68\|1000798;2026-05-18\|6.69\|-3.46\|6.88\|6.88\|6.61\|698247;2026-05-19\|6.74\|0.75\|6.66\|6.80\|6.65\|396836;2026-05-20\|6.53\|-3.12\|6.69\|6.74\|6.51\|456068;2026-05-21\|6.44\|-1.38\|6.54\|6.71\|6.40\|408065;2026-05-22\|6.53\|1.40\|6.47\|6.60\|6.30\|335940;2026-05-25\|6.40\|-1.99\|6.55\|6.61\|6.30\|296038;2026-05-26\|6.25\|-2.34\|6.37\|6.45\|6.16\|336953;2026-05-27\|5.95\|-4.80\|6.21\|6.21\|5.90\|377259;2026-05-28\|6.14\|3.19\|5.95\|6.18\|5.88\|295324;2026-05-29\|5.87\|-4.40\|6.12\|6.20\|5.81\|250590;2026-06-01\|5.88\|0.17\|5.84\|5.97\|5.78\|224941;2026-06-02\|5.76\|-2.04\|5.89\|5.98\|5.70\|217313;2026-06-03\|5.69\|-1.22\|5.74\|5.86\|5.61\|222538;2026-06-04\|6.26\|10.02\|5.62\|6.26\|5.61\|529960;2026-06-05\|6.35\|1.44\|6.21\|6.51\|5.95\|835913;2026-06-08\|6.40\|0.79\|6.17\|6.49\|6.15\|755223;2026-06-09\|6.74\|5.31\|6.50\|7.04\|6.42\|957576;2026-06-10\|6.58\|-2.37\|6.65\|6.88\|6.48\|743115;2026-06-11\|6.45\|-1.98\|6.51\|6.60\|6.34\|528058;2026-06-12\|6.41\|-0.62\|6.59\|6.72\|6.38\|479028;2026-06-15\|6.68\|4.21\|6.67\|6.88\|6.48\|618344;2026-06-16\|6.93\|3.74\|6.66\|6.93\|6.61\|650266;2026-06-17\|6.89\|-0.58\|6.87\|7.07\|6.82\|531155;2026-06-18\|6.98\|1.31\|6.86\|7.05\|6.80\|498048;2026-06-22\|6.74\|-3.44\|6.92\|6.92\|6.49\|530362;2026-06-23\|6.87\|1.93\|6.67\|7.22\|6.62\|529076;2026-06-24\|7.56\|10.04\|6.85\|7.56\|6.60\|814004;2026-06-25\|7.37\|-2.51\|7.48\|7.59\|7.09\|1242103;2026-06-26\|6.87\|-6.78\|7.31\|7.37\|6.86\|753052;2026-06-29\|6.72\|-2.18\|6.86\|7.15\|6.57\|700513;2026-06-30\|6.91\|2.83\|6.67\|6.96\|6.58\|557169;2026-07-01\|7.05\|2.03\|6.86\|7.30\|6.83\|567526;2026-07-02\|7.02\|-0.43\|6.96\|7.33\|6.96\|741802;2026-07-03\|7.72\|9.97\|7.19\|7.72\|7.10\|670877;2026-07-06\|7.68\|-0.52\|7.99\|8.22\|7.60\|1770438;2026-07-07\|7.80\|1.56\|7.60\|8.05\|7.54\|1354655;2026-07-08\|7.02\|-10.00\|7.51\|7.58\|7.02\|591150;2026-07-09\|6.67\|-4.99\|6.41\|6.85\|6.32\|1134510;2026-07-10\|6.72\|0.75\|6.60\|6.98\|6.54\|882261;2026-07-13\|6.05\|-9.97\|6.65\|6.71\|6.05\|654163;2026-07-14\|6.04\|-0.17\|5.97\|6.09\|5.78\|528348;2026-07-15\|6.05\|0.17\|6.12\|6.30\|5.99\|526540;2026-07-16\|5.93\|-1.98\|5.99\|6.16\|5.90\|426268;2026-07-17\|5.48\|-7.59\|5.93\|5.99\|5.42\|529701
110243		电子布织机+固态电池+高端纺机行业原因：中信期货指出，当前供需仍然紧平衡。需求端车储同增，5月国内新能源车批发销量明显增长，零售也有明显修复。储能出货量继续强劲，预计6-7月排产继续环增，需求整体向好。供应端矿石进口面临较大的减量，冶炼端继续增长，同时市场也在提前反映7月矿石进口恢复的预期。公司原因： 1、据2026年6月8日及6月11日异常波动公告及互动易，公司明确“电子布织机”仍处研发阶段，未送样验证，没有订单，研发周期长、难度大，存在无法产业化及盈利的风险，近期不会对业绩产生影响。 2、据2026年5月11日业绩说明会及2025年半年度报告，控股子公司浙江寰润新材料有限公司主要从事固态电池电解质的研发和生产，目前项目筹建进展顺利，公司尝试拓展新增长曲线。 3、据2025年年报及2026年5月11日业绩说明会，公司主营高端纺织机械装备，产品包括转杯纺纱机、剑杆织机等，市占率国内居前，国外收入同比增长32.61%，并已向产业链下游纺纱织布业务延伸。	1、国内纺织机械制造业主要企业之一，子公司固态电池锂硫磷氯电解质项目正有序筹建中，设备待交付；一季度净利润同比增长8.07%； 2、全资子公司更名为浙江泰坦机器人，经营范围变更至智能机器人研发、工业机器人制造等	2026-03-10\|18.65\|2.81\|19.23\|19.35\|18.61\|102184;2026-03-11\|19.62\|5.20\|18.57\|19.80\|18.56\|122079;2026-03-12\|18.86\|-3.87\|19.43\|19.84\|18.78\|98683;2026-03-13\|18.40\|-2.44\|18.95\|19.13\|18.38\|77021;2026-03-16\|18.25\|-0.82\|18.40\|18.60\|17.90\|57652;2026-03-17\|18.31\|0.33\|18.40\|18.83\|18.18\|78999;2026-03-18\|19.65\|7.32\|18.40\|19.77\|18.18\|120368;2026-03-19\|20.45\|4.07\|19.71\|21.50\|19.58\|149436;2026-03-20\|20.30\|-0.73\|20.45\|21.57\|20.01\|125380;2026-03-23\|20.56\|1.28\|20.15\|21.88\|20.15\|145012;2026-03-24\|22.20\|7.98\|21.23\|22.40\|21.19\|163306;2026-03-25\|23.27\|4.82\|22.50\|23.74\|22.15\|188016;2026-03-26\|24.50\|5.29\|23.24\|25.00\|22.22\|206544;2026-03-27\|24.64\|0.57\|24.00\|25.18\|23.04\|176990;2026-03-30\|27.10\|9.98\|24.19\|27.10\|24.10\|184803;2026-03-31\|27.86\|2.80\|26.91\|28.88\|26.85\|211833;2026-04-01\|26.29\|-5.64\|27.46\|28.22\|25.82\|212748;2026-04-02\|24.94\|-5.13\|26.03\|26.19\|24.70\|167540;2026-04-03\|24.18\|-3.05\|25.19\|25.30\|23.50\|113802;2026-04-07\|24.00\|-0.74\|24.15\|24.56\|23.68\|78939;2026-04-08\|24.47\|1.96\|24.31\|24.64\|23.55\|92520;2026-04-09\|24.07\|-1.63\|24.00\|24.32\|23.50\|78767;2026-04-10\|26.48\|10.01\|24.29\|26.48\|24.01\|89473;2026-04-13\|27.75\|4.80\|26.40\|29.13\|25.89\|344701;2026-04-14\|27.00\|-2.70\|28.44\|28.88\|26.52\|218601;2026-04-15\|29.70\|10.00\|26.76\|29.70\|26.11\|136174;2026-04-16\|28.94\|-2.56\|29.70\|29.70\|28.21\|209947;2026-04-17\|28.35\|-2.04\|28.36\|28.89\|27.52\|116083;2026-04-20\|27.70\|-2.29\|28.16\|28.40\|27.55\|100405;2026-04-21\|27.53\|-0.61\|27.77\|28.35\|27.27\|125706;2026-04-22\|28.88\|4.90\|27.24\|29.50\|27.06\|170946;2026-04-23\|30.54\|5.75\|28.40\|31.28\|28.40\|181365;2026-04-24\|33.59\|9.99\|30.46\|33.59\|30.00\|203251;2026-04-27\|36.95\|10.00\|36.28\|36.95\|36.28\|33930;2026-04-28\|33.83\|-8.44\|37.10\|38.25\|33.55\|320717;2026-04-29\|35.05\|3.61\|33.93\|35.18\|31.99\|266122;2026-04-30\|32.75\|-6.56\|34.30\|35.82\|32.08\|222068;2026-05-06\|35.40\|8.09\|33.71\|35.84\|33.40\|218329;2026-05-07\|38.10\|7.63\|34.49\|38.27\|33.95\|171138;2026-05-08\|41.91\|10.00\|39.25\|41.91\|39.24\|49974;2026-05-11\|42.64\|1.74\|44.11\|44.11\|39.75\|222612;2026-05-12\|43.52\|2.06\|42.50\|44.68\|40.61\|184372;2026-05-13\|44.00\|1.10\|43.55\|46.50\|41.90\|188999;2026-05-14\|45.16\|2.64\|44.10\|45.36\|42.34\|137405;2026-05-15\|42.85\|-5.12\|43.50\|45.18\|41.78\|148855;2026-05-18\|42.06\|-1.84\|42.33\|45.61\|40.86\|124294;2026-05-19\|41.80\|-0.62\|41.60\|42.40\|39.35\|121708;2026-05-20\|45.98\|10.00\|41.29\|45.98\|40.77\|129080;2026-05-21\|47.41\|3.11\|46.01\|49.41\|45.61\|178032;2026-05-22\|50.89\|7.34\|47.90\|51.00\|46.92\|149809;2026-05-25\|55.98\|10.00\|50.62\|55.98\|49.60\|142650;2026-05-26\|61.58\|10.00\|57.98\|61.58\|56.90\|186030;2026-05-27\|64.87\|5.34\|60.12\|66.58\|60.12\|169223;2026-05-28\|71.36\|10.00\|63.00\|71.36\|62.92\|136248;2026-05-29\|71.00\|-0.41\|73.47\|78.42\|69.60\|217986;2026-06-01\|71.80\|1.13\|71.01\|73.12\|69.00\|152894;2026-06-02\|67.80\|-5.57\|68.22\|70.51\|64.62\|166442;2026-06-03\|68.05\|0.37\|69.50\|72.44\|67.00\|135271;2026-06-04\|74.86\|10.01\|68.51\|74.86\|66.98\|105157;2026-06-05\|82.35\|10.01\|78.00\|82.35\|77.13\|164088;2026-06-08\|74.50\|-9.53\|81.12\|82.33\|74.12\|160932;2026-06-09\|81.95\|10.00\|78.60\|81.95\|76.92\|93343;2026-06-10\|80.60\|-1.65\|83.42\|83.96\|76.21\|141761;2026-06-11\|80.19\|-0.51\|79.15\|82.00\|77.18\|92443;2026-06-12\|82.16\|2.46\|79.88\|85.61\|79.00\|127193;2026-06-15\|90.38\|10.00\|80.79\|90.38\|80.79\|92035;2026-06-16\|98.21\|8.66\|95.00\|99.11\|91.89\|138673;2026-06-17\|104.79\|6.70\|97.32\|104.79\|95.49\|114195;2026-06-18\|98.80\|-5.72\|97.00\|103.28\|94.36\|147488;2026-06-22\|96.83\|-1.99\|97.29\|98.25\|88.99\|139024;2026-06-23\|91.20\|-5.81\|93.13\|94.12\|89.95\|72530;2026-06-24\|89.63\|-1.72\|89.00\|92.79\|86.58\|79018;2026-06-25\|93.40\|4.21\|88.00\|94.00\|84.51\|110544;2026-06-26\|100.60\|7.71\|91.72\|102.04\|89.00\|124431;2026-06-29\|92.18\|-8.37\|96.43\|100.62\|90.54\|94336;2026-06-30\|92.49\|0.34\|91.47\|93.63\|88.98\|66781;2026-07-01\|89.38\|-3.36\|94.04\|94.04\|86.85\|55378;2026-07-02\|83.31\|-6.79\|85.04\|88.97\|82.03\|59117;2026-07-03\|87.81\|5.40\|84.81\|90.50\|82.98\|64569;2026-07-06\|81.40\|-7.30\|88.00\|88.88\|80.84\|65672;2026-07-07\|84.64\|3.98\|81.00\|87.39\|80.70\|62886;2026-07-08\|78.71\|-7.01\|85.08\|85.50\|78.48\|43064;2026-07-09\|80.43\|2.19\|79.44\|81.29\|75.19\|54867;2026-07-10\|79.13\|-1.62\|81.20\|88.47\|78.01\|96034;2026-07-13\|73.01\|-7.73\|80.59\|80.73\|72.16\|70733;2026-07-14\|75.55\|3.48\|73.94\|80.00\|72.62\|61111;2026-07-15\|70.45\|-6.75\|76.15\|78.54\|70.05\|57809;2026-07-16\|66.26\|-5.95\|69.61\|71.20\|65.60\|55338;2026-07-17\|59.63\|-10.01\|66.37\|66.56\|59.63\|70465
110242	4月上海二手房成交创近10年新高	涨停揭秘：上海二手房成交创十年新高带动装修需求回暖，地产链修复预期升温；涨停缘由：公司为高端瓷砖龙头，零售渠道占比升至45%，二手房翻新及存量房装修需求回升，叠加地产融资白名单项目加速落地；资金逻辑：地产链板块资金回流明显，主力净流入超3000万元，技术面站上60日均线；风险提示：房地产新开工仍低迷，工程端需求恢复缓慢，原材料价格波动加大成本压力	高端瓷砖龙头之一，主要客户有碧桂园、万科、恒大等一批大型房地产商	2026-03-10\|13.82\|-0.14\|13.86\|14.06\|13.62\|48274;2026-03-11\|13.31\|-3.69\|13.82\|13.95\|13.28\|65189;2026-03-12\|12.99\|-2.40\|13.31\|13.34\|12.75\|101543;2026-03-13\|13.06\|0.54\|12.95\|13.44\|12.94\|57244;2026-03-16\|13.01\|-0.38\|13.09\|13.25\|12.89\|39872;2026-03-17\|13.29\|2.15\|13.02\|13.34\|12.98\|61178;2026-03-18\|13.18\|-0.83\|13.36\|13.37\|13.15\|48620;2026-03-19\|12.72\|-3.49\|13.03\|13.19\|12.68\|43617;2026-03-20\|12.30\|-3.30\|12.85\|13.07\|12.26\|52679;2026-03-23\|11.07\|-10.00\|12.13\|12.21\|11.07\|127732;2026-03-24\|11.19\|1.08\|11.45\|11.47\|10.55\|205838;2026-03-25\|11.31\|1.07\|11.15\|11.49\|11.11\|96732;2026-03-26\|11.17\|-1.24\|11.40\|11.58\|11.11\|67819;2026-03-27\|11.37\|1.79\|11.30\|11.54\|11.01\|60095;2026-03-30\|11.26\|-0.97\|11.26\|11.37\|11.12\|57019;2026-03-31\|11.05\|-1.86\|11.28\|11.52\|11.05\|58510;2026-04-01\|11.32\|2.44\|11.28\|11.42\|11.16\|51335;2026-04-02\|11.07\|-2.21\|11.25\|11.36\|10.99\|51926;2026-04-03\|10.78\|-2.62\|11.06\|11.21\|10.74\|41161;2026-04-07\|10.97\|1.76\|10.95\|11.12\|10.79\|46266;2026-04-08\|11.49\|4.74\|11.09\|11.57\|11.01\|67853;2026-04-09\|11.26\|-2.00\|11.41\|11.46\|11.18\|37596;2026-04-10\|11.97\|6.31\|11.36\|12.02\|11.25\|78876;2026-04-13\|11.55\|-3.51\|11.82\|12.11\|11.40\|96982;2026-04-14\|11.77\|1.90\|11.64\|11.85\|11.43\|66344;2026-04-15\|11.53\|-2.04\|11.80\|11.80\|11.50\|61272;2026-04-16\|11.88\|3.04\|11.53\|12.12\|11.50\|76975;2026-04-17\|11.80\|-0.67\|11.90\|11.93\|11.68\|52375;2026-04-20\|11.76\|-0.34\|11.78\|11.98\|11.68\|59113;2026-04-21\|11.62\|-1.19\|11.80\|11.82\|11.50\|52845;2026-04-22\|11.50\|-1.03\|11.58\|11.65\|11.38\|54641;2026-04-23\|11.43\|-0.61\|11.48\|11.55\|11.31\|37745;2026-04-24\|11.36\|-0.61\|11.46\|11.48\|11.23\|38741;2026-04-27\|11.28\|-0.70\|11.37\|11.37\|10.87\|59632;2026-04-28\|11.40\|1.06\|11.29\|11.65\|11.12\|63798;2026-04-29\|11.17\|-2.02\|11.41\|11.46\|11.16\|60510;2026-04-30\|10.84\|-2.95\|11.18\|11.23\|10.74\|71905;2026-05-06\|10.61\|-2.12\|10.90\|11.11\|10.56\|104218;2026-05-07\|10.52\|-0.85\|10.66\|10.76\|10.47\|76816;2026-05-08\|11.57\|9.98\|10.53\|11.57\|10.49\|152763;2026-05-11\|12.73\|10.03\|12.73\|12.73\|12.73\|76740;2026-05-12\|14.00\|9.98\|14.00\|14.00\|14.00\|40235;2026-05-13\|15.40\|10.00\|14.25\|15.40\|13.52\|518085;2026-05-14\|16.94\|10.00\|16.20\|16.94\|15.99\|265722;2026-05-15\|18.63\|9.98\|18.63\|18.63\|17.60\|476730;2026-05-18\|16.77\|-9.98\|17.55\|17.97\|16.77\|201104;2026-05-19\|16.77\|0.00\|16.28\|18.05\|15.90\|636790;2026-05-20\|15.09\|-10.02\|17.38\|17.68\|15.09\|440724;2026-05-21\|14.01\|-7.16\|14.15\|15.50\|13.96\|536389;2026-05-22\|14.63\|4.43\|13.79\|15.00\|13.33\|399748;2026-05-25\|14.70\|0.48\|14.41\|15.65\|13.17\|577291;2026-05-26\|14.02\|-4.63\|14.55\|14.88\|13.63\|353253;2026-05-27\|13.60\|-3.00\|14.00\|14.02\|13.28\|255310;2026-05-28\|14.96\|10.00\|13.67\|14.96\|13.59\|142846;2026-05-29\|13.46\|-10.03\|15.39\|15.86\|13.46\|381480;2026-06-01\|12.93\|-3.94\|12.50\|13.60\|12.12\|351243;2026-06-02\|12.45\|-3.71\|12.78\|13.25\|12.35\|295380;2026-06-03\|12.75\|2.41\|12.69\|13.14\|12.54\|247392;2026-06-04\|12.42\|-2.59\|12.56\|12.73\|12.15\|163941;2026-06-05\|12.30\|-0.97\|12.35\|12.79\|11.83\|170016;2026-06-08\|11.67\|-5.12\|11.71\|12.37\|11.53\|152150;2026-06-09\|12.02\|3.00\|11.82\|12.10\|11.37\|165927;2026-06-10\|11.67\|-2.91\|11.88\|12.26\|11.49\|116186;2026-06-11\|11.64\|-0.26\|11.51\|11.90\|11.30\|110315;2026-06-12\|11.65\|0.09\|11.83\|12.00\|11.51\|125637;2026-06-15\|11.55\|-0.86\|11.70\|12.05\|11.47\|125262;2026-06-16\|11.39\|-1.39\|11.55\|11.58\|11.14\|168810;2026-06-17\|12.53\|10.01\|11.29\|12.53\|11.21\|267943;2026-06-18\|11.43\|-8.19\|12.23\|12.69\|11.36\|399129;2026-06-22\|11.11\|-2.80\|11.63\|12.00\|10.96\|264380;2026-06-23\|11.02\|-0.81\|11.20\|11.47\|11.00\|182382;2026-06-24\|10.68\|-3.09\|10.96\|11.05\|10.54\|135169;2026-06-25\|10.24\|-4.12\|10.62\|10.75\|10.14\|134856;2026-06-26\|9.95\|-2.83\|10.19\|10.31\|9.86\|114430;2026-06-29\|9.97\|0.20\|10.14\|10.56\|9.72\|129205;2026-06-30\|10.05\|0.80\|9.98\|10.09\|9.82\|106250;2026-07-01\|10.25\|1.99\|10.05\|10.39\|10.00\|116945;2026-07-02\|10.14\|-1.07\|10.25\|10.44\|10.09\|114110;2026-07-03\|10.29\|1.48\|10.24\|10.53\|10.10\|98799;2026-07-06\|10.00\|-2.82\|10.29\|10.47\|10.00\|78837;2026-07-07\|9.57\|-4.30\|10.00\|10.02\|9.53\|82864;2026-07-08\|9.24\|-3.45\|9.59\|9.59\|9.22\|73214;2026-07-09\|9.17\|-0.76\|9.30\|9.33\|8.89\|81117;2026-07-10\|9.40\|2.51\|9.16\|9.69\|9.10\|120356;2026-07-13\|8.75\|-6.91\|9.38\|9.46\|8.72\|103789;2026-07-14\|8.85\|1.14\|8.71\|8.88\|8.56\|80618;2026-07-15\|9.35\|5.65\|9.15\|9.44\|8.95\|174871;2026-07-16\|9.36\|0.11\|9.27\|9.62\|9.16\|107351;2026-07-17\|9.04\|-3.42\|9.36\|9.51\|8.99\|134596
110241	4月上海二手房成交创近10年新高	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，涵盖住宅、写字楼、厂房、学校、市政及土建工程等	2026-03-10\|13.81\|1.62\|13.61\|13.88\|13.61\|13150;2026-03-11\|13.48\|-2.39\|13.67\|14.06\|13.42\|32307;2026-03-12\|13.56\|0.59\|13.53\|13.74\|13.47\|14751;2026-03-13\|14.92\|10.03\|13.56\|14.92\|13.53\|76408;2026-03-16\|14.22\|-4.69\|14.78\|14.82\|14.05\|66947;2026-03-17\|13.98\|-1.69\|14.28\|14.66\|13.86\|42544;2026-03-18\|14.11\|0.93\|14.11\|14.25\|13.70\|39111;2026-03-19\|14.45\|2.41\|14.14\|14.92\|13.72\|67435;2026-03-20\|13.87\|-4.01\|14.37\|14.70\|13.81\|50152;2026-03-23\|12.90\|-6.99\|13.60\|13.65\|12.85\|46268;2026-03-24\|14.19\|10.00\|13.16\|14.19\|13.08\|60606;2026-03-25\|15.13\|6.62\|14.30\|15.20\|14.19\|67038;2026-03-26\|15.06\|-0.46\|15.00\|15.77\|14.69\|61307;2026-03-27\|15.36\|1.99\|15.20\|15.41\|14.66\|47428;2026-03-30\|15.50\|0.91\|15.42\|15.56\|14.95\|35993;2026-03-31\|15.00\|-3.23\|15.51\|15.66\|15.00\|39315;2026-04-01\|15.10\|0.67\|15.23\|15.55\|14.88\|43726;2026-04-02\|15.00\|-0.66\|14.96\|15.32\|14.94\|21296;2026-04-03\|14.76\|-1.60\|14.94\|15.14\|14.64\|27717;2026-04-07\|14.54\|-1.49\|14.91\|14.91\|14.38\|25512;2026-04-08\|14.98\|3.03\|14.69\|15.04\|14.54\|37843;2026-04-09\|15.43\|3.00\|14.93\|15.80\|14.65\|54465;2026-04-10\|16.10\|4.34\|15.48\|16.58\|15.36\|67584;2026-04-13\|17.03\|5.78\|15.94\|17.05\|15.80\|65137;2026-04-14\|17.62\|3.46\|16.99\|18.00\|16.90\|80949;2026-04-15\|17.76\|0.79\|17.61\|18.17\|17.48\|59387;2026-04-16\|18.11\|1.97\|17.99\|18.19\|17.26\|55808;2026-04-17\|19.92\|9.99\|17.93\|19.92\|17.82\|69204;2026-04-20\|21.91\|9.99\|20.63\|21.91\|20.12\|162760;2026-04-21\|22.15\|1.10\|21.91\|23.50\|21.89\|228210;2026-04-22\|24.37\|10.02\|22.05\|24.37\|21.70\|139703;2026-04-23\|23.55\|-3.36\|25.08\|25.95\|23.55\|209980;2026-04-24\|22.85\|-2.97\|23.49\|24.24\|22.71\|151797;2026-04-27\|23.57\|3.15\|23.31\|24.52\|22.77\|121214;2026-04-28\|23.78\|0.89\|23.41\|24.70\|23.10\|92796;2026-04-29\|24.00\|0.93\|23.60\|25.02\|23.36\|80567;2026-04-30\|24.40\|1.67\|23.99\|25.00\|23.99\|55125;2026-05-06\|25.25\|3.48\|24.41\|25.78\|23.95\|82887;2026-05-07\|26.01\|3.01\|25.35\|26.92\|24.78\|80588;2026-05-08\|28.61\|10.00\|26.00\|28.61\|25.58\|86615;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
110240	4月上海二手房成交创近10年新高	商业地产+并购转型预期+国资行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月24日互动易，公司在稳固现有产业基础上，围绕“新质生产力”中新材料、新能源、新基建等战略新兴行业，寻求投资并购机会，内部设有产业发展部负责潜在项目的研究筛选评估。 2、据2026年4月3日年报，公司核心商业地产业务以宁波城市广场开发经营有限公司为主体，核心项目为天一广场，可供经营面积17.06万平方米，并受托经营和义大道购物中心、月湖盛园。 3、据2025年年度报告，公司实控人为宁波市人民政府国有资产监督管理委员会，将立足“商业地产+水泥建材”双主业，培育壮大新兴产业，实现从传统国企向“新质生产力标杆企业”的跨越。	公司主要从事商业地产的出租、自营联营及托管业务	2026-03-10\|6.57\|0.00\|6.57\|6.67\|6.39\|138944;2026-03-11\|6.65\|1.22\|6.55\|6.86\|6.54\|192182;2026-03-12\|6.57\|-1.20\|6.64\|6.69\|6.53\|104539;2026-03-13\|6.52\|-0.76\|6.58\|6.68\|6.48\|95725;2026-03-16\|6.39\|-1.99\|6.49\|6.59\|6.36\|114002;2026-03-17\|6.27\|-1.88\|6.36\|6.47\|6.26\|134619;2026-03-18\|6.27\|0.00\|6.26\|6.29\|6.20\|80358;2026-03-19\|6.05\|-3.51\|6.22\|6.24\|6.00\|109033;2026-03-20\|5.89\|-2.64\|6.07\|6.10\|5.87\|95173;2026-03-23\|5.48\|-6.96\|5.75\|5.80\|5.44\|137818;2026-03-24\|5.73\|4.56\|5.58\|5.74\|5.52\|139286;2026-03-25\|5.84\|1.92\|5.76\|5.85\|5.73\|88989;2026-03-26\|5.64\|-3.42\|5.71\|5.88\|5.60\|76383;2026-03-27\|5.81\|3.01\|5.59\|5.87\|5.59\|128908;2026-03-30\|6.39\|9.98\|5.73\|6.39\|5.68\|257659;2026-03-31\|6.05\|-5.32\|6.38\|6.43\|5.99\|342179;2026-04-01\|6.66\|10.08\|6.23\|6.66\|6.23\|405108;2026-04-02\|6.58\|-1.20\|6.75\|6.83\|6.55\|425874;2026-04-03\|6.42\|-2.43\|6.65\|6.69\|6.37\|230278;2026-04-07\|6.68\|4.05\|6.47\|6.81\|6.39\|183847;2026-04-08\|6.85\|2.54\|6.77\|6.98\|6.66\|219648;2026-04-09\|6.95\|1.46\|6.79\|6.99\|6.71\|166532;2026-04-10\|6.94\|-0.14\|6.93\|7.01\|6.82\|138240;2026-04-13\|6.81\|-1.87\|6.95\|6.98\|6.78\|113357;2026-04-14\|6.77\|-0.59\|6.80\|6.83\|6.59\|150520;2026-04-15\|6.74\|-0.44\|6.78\|6.96\|6.71\|129673;2026-04-16\|6.77\|0.45\|6.74\|6.80\|6.65\|92321;2026-04-17\|6.93\|2.36\|6.74\|6.93\|6.68\|117320;2026-04-20\|7.15\|3.17\|6.93\|7.22\|6.83\|158076;2026-04-21\|7.34\|2.66\|7.14\|7.45\|7.07\|150065;2026-04-22\|7.29\|-0.68\|7.29\|7.34\|7.20\|105864;2026-04-23\|7.28\|-0.14\|7.29\|7.37\|7.22\|89426;2026-04-24\|7.10\|-2.47\|7.28\|7.29\|7.06\|105934;2026-04-27\|7.04\|-0.85\|7.10\|7.10\|6.88\|96650;2026-04-28\|7.04\|0.00\|7.04\|7.14\|6.93\|79144;2026-04-29\|6.96\|-1.14\|7.04\|7.10\|6.93\|79491;2026-04-30\|6.97\|0.14\|6.96\|7.10\|6.94\|62971;2026-05-06\|7.09\|1.72\|7.00\|7.18\|6.95\|108283;2026-05-07\|7.35\|3.67\|7.09\|7.35\|7.05\|146050;2026-05-08\|8.09\|10.07\|7.35\|8.09\|7.30\|182525;2026-05-11\|7.95\|-1.73\|8.10\|8.29\|7.82\|363175;2026-05-12\|8.10\|1.89\|7.96\|8.18\|7.92\|193016;2026-05-13\|8.42\|3.95\|8.16\|8.61\|8.10\|233643;2026-05-14\|8.22\|-2.38\|8.38\|8.57\|8.21\|142839;2026-05-15\|8.28\|0.73\|8.18\|8.32\|8.08\|128552;2026-05-18\|7.96\|-3.86\|8.25\|8.29\|7.87\|127115;2026-05-19\|7.71\|-3.14\|7.93\|8.00\|7.63\|145696;2026-05-20\|7.73\|0.26\|7.65\|7.81\|7.55\|101698;2026-05-21\|7.40\|-4.27\|7.73\|7.83\|7.37\|107268;2026-05-22\|7.38\|-0.27\|7.50\|7.53\|7.32\|74394;2026-05-25\|7.15\|-3.12\|7.38\|7.39\|7.04\|128684;2026-05-26\|6.99\|-2.24\|7.06\|7.09\|6.80\|126110;2026-05-27\|6.97\|-0.29\|6.98\|7.17\|6.83\|124440;2026-05-28\|6.91\|-0.86\|7.01\|7.02\|6.70\|116613;2026-05-29\|6.93\|0.29\|6.95\|7.15\|6.90\|122907;2026-06-01\|6.88\|-0.72\|6.86\|6.93\|6.68\|95330;2026-06-02\|6.68\|-2.91\|6.90\|6.99\|6.61\|107467;2026-06-03\|6.78\|1.50\|6.66\|7.15\|6.66\|136714;2026-06-04\|6.49\|-4.28\|6.75\|6.76\|6.41\|116946;2026-06-05\|6.55\|0.92\|6.53\|6.61\|6.38\|76102;2026-06-08\|6.45\|-1.53\|6.36\|6.79\|6.31\|129685;2026-06-09\|6.51\|0.93\|6.58\|6.58\|6.34\|81007;2026-06-10\|6.46\|-0.77\|6.42\|6.57\|6.25\|78806;2026-06-11\|6.64\|2.79\|6.42\|6.72\|6.37\|101833;2026-06-12\|6.64\|0.76\|6.53\|6.68\|6.44\|106405;2026-06-15\|6.57\|-1.05\|6.65\|6.67\|6.40\|91787;2026-06-16\|6.57\|0.00\|6.57\|6.59\|6.45\|53635;2026-06-17\|6.36\|-3.20\|6.58\|6.70\|6.32\|82655;2026-06-18\|6.14\|-3.46\|6.32\|6.34\|6.04\|138023;2026-06-22\|5.95\|-3.09\|6.13\|6.13\|5.71\|152756;2026-06-23\|5.85\|-1.68\|5.93\|6.18\|5.80\|100483;2026-06-24\|5.70\|-2.56\|5.82\|5.87\|5.59\|131797;2026-06-25\|6.11\|7.19\|5.65\|6.27\|5.55\|463475;2026-06-26\|5.50\|-9.98\|6.06\|6.26\|5.50\|299436;2026-06-29\|5.20\|-5.45\|5.66\|5.66\|5.04\|193573;2026-06-30\|5.07\|-2.50\|5.20\|5.46\|5.07\|162913;2026-07-01\|5.58\|10.06\|5.10\|5.58\|4.97\|156302;2026-07-02\|5.38\|-3.58\|5.53\|5.75\|5.38\|187210;2026-07-03\|5.50\|2.23\|5.47\|5.81\|5.39\|180938;2026-07-06\|5.48\|-0.36\|5.55\|5.68\|5.37\|130523;2026-07-07\|5.22\|-4.74\|5.43\|5.48\|5.19\|85317;2026-07-08\|5.23\|0.19\|5.23\|5.36\|5.11\|93222;2026-07-09\|5.28\|0.96\|5.12\|5.31\|5.12\|70428;2026-07-10\|5.43\|2.84\|5.30\|5.64\|5.24\|166146;2026-07-13\|5.21\|-4.05\|5.40\|5.50\|5.16\|108234;2026-07-14\|5.24\|0.58\|5.22\|5.31\|5.14\|95959;2026-07-15\|5.29\|0.95\|5.23\|5.30\|5.17\|69099;2026-07-16\|5.20\|-1.70\|5.25\|5.32\|5.09\|81193;2026-07-17\|4.87\|-6.35\|5.20\|5.27\|4.83\|148261
110239	4月上海二手房成交创近10年新高	绿色地产+数字文旅+布局AI+股权转让行业原因：据证券日报6月23日报道，中指研究院数据显示6月以来核心城市二手房市场延续修复态势，上海二手房价格已连续3个月环比上涨，市场供需关系出现边际改善。公司原因： 1、据2026年6月25日公告，公司控股股东协议转让5.29%股份事项已获得深圳证券交易所合规确认，转让给成都市柏然私募基金管理有限公司代表“柏然尚雅1号私募证券投资基金”。 2、据2026年5月20日投资者关系记录，公司“奇骥奔腾”马年科技文化特展于2026年2月在上海科技馆开幕，前三日参观人数即突破2万人次，并获央视《新闻联播》专题报道；首个纯数字化沉浸式产品《又见恐龙》XR嘉年华完成首次异地复制落地沈阳。 3、据2026年4月28日年报及5月20日投资者关系记录，公司明确不再新增房地产开发，积极布局新质生产力相关领域，重点关注AI、机器人、半导体等方向，培育新增长引擎。 4、据2026年4月28日年报，公司系国内绿色科技地产领军企业，拥有“花城系列”等绿色建筑产品体系，持续推动存量资产去化为转型提供资金支持。	公司以 “文化 + 地产” 双主业驱动；控股股东转让5.29%股份给成都柏然私募	2026-03-10\|5.84\|3.73\|5.66\|5.89\|5.66\|320142;2026-03-11\|5.87\|0.51\|5.97\|5.97\|5.77\|291645;2026-03-12\|5.71\|-2.73\|5.87\|5.90\|5.65\|215814;2026-03-13\|5.61\|-1.75\|5.71\|5.79\|5.59\|203502;2026-03-16\|5.66\|0.89\|5.62\|5.69\|5.54\|151478;2026-03-17\|5.59\|-1.24\|5.67\|5.72\|5.59\|134427;2026-03-18\|5.61\|0.36\|5.58\|5.63\|5.54\|155123;2026-03-19\|5.42\|-3.39\|5.55\|5.56\|5.35\|245344;2026-03-20\|5.32\|-1.84\|5.45\|5.50\|5.30\|365611;2026-03-23\|5.10\|-4.14\|5.23\|5.44\|5.10\|402179;2026-03-24\|5.29\|3.73\|5.22\|5.32\|5.13\|230965;2026-03-25\|5.33\|0.76\|5.29\|5.36\|5.23\|235397;2026-03-26\|5.18\|-2.81\|5.33\|5.43\|5.13\|175998;2026-03-27\|5.20\|0.39\|5.11\|5.30\|5.06\|165525;2026-03-30\|5.19\|-0.19\|5.16\|5.30\|5.09\|162510;2026-03-31\|5.71\|10.02\|5.20\|5.71\|5.20\|379082;2026-04-01\|5.43\|-4.90\|5.97\|5.97\|5.30\|719631;2026-04-02\|5.34\|-1.66\|5.40\|5.45\|5.20\|353341;2026-04-03\|5.20\|-2.62\|5.38\|5.40\|5.18\|194829;2026-04-07\|5.05\|-2.88\|5.16\|5.18\|4.98\|255927;2026-04-08\|5.26\|4.16\|5.12\|5.29\|5.10\|258802;2026-04-09\|5.21\|-0.95\|5.19\|5.23\|5.09\|200695;2026-04-10\|5.15\|-1.15\|5.23\|5.35\|5.14\|167717;2026-04-13\|5.03\|-2.33\|5.12\|5.15\|5.00\|253185;2026-04-14\|5.16\|2.58\|5.05\|5.18\|4.98\|288970;2026-04-15\|5.23\|1.36\|5.16\|5.46\|5.16\|354071;2026-04-16\|5.21\|-0.38\|5.22\|5.26\|5.13\|223103;2026-04-17\|5.13\|-1.54\|5.21\|5.22\|5.03\|244343;2026-04-20\|5.06\|-1.36\|5.13\|5.25\|5.03\|290546;2026-04-21\|4.65\|-8.10\|5.04\|5.04\|4.55\|591280;2026-04-22\|4.62\|-0.65\|4.60\|4.70\|4.50\|336109;2026-04-23\|4.44\|-3.90\|4.61\|4.63\|4.38\|389120;2026-04-24\|4.53\|2.03\|4.47\|4.62\|4.40\|251224;2026-04-27\|4.52\|-0.22\|4.55\|4.57\|4.35\|237935;2026-04-28\|4.59\|1.55\|4.53\|4.69\|4.44\|269767;2026-04-29\|4.56\|-0.65\|4.57\|4.71\|4.55\|263428;2026-04-30\|4.85\|6.36\|4.60\|4.90\|4.52\|405597;2026-05-06\|5.34\|10.10\|4.85\|5.34\|4.74\|490191;2026-05-07\|5.12\|-4.12\|5.24\|5.39\|5.06\|571807;2026-05-08\|5.63\|9.96\|5.14\|5.63\|5.13\|473999;2026-05-11\|5.73\|1.78\|5.53\|5.96\|5.51\|833007;2026-05-12\|5.50\|-4.01\|5.72\|5.73\|5.43\|472992;2026-05-13\|5.47\|-0.55\|5.50\|5.51\|5.36\|286214;2026-05-14\|5.30\|-3.11\|5.50\|5.57\|5.26\|228004;2026-05-15\|5.62\|6.04\|5.30\|5.69\|5.23\|477893;2026-05-18\|5.81\|3.38\|5.65\|6.05\|5.44\|549392;2026-05-19\|5.82\|0.17\|5.80\|5.93\|5.66\|437133;2026-05-20\|5.60\|-3.78\|5.77\|5.90\|5.53\|365266;2026-05-21\|5.37\|-4.11\|5.63\|5.74\|5.35\|350383;2026-05-22\|5.57\|3.72\|5.33\|5.85\|5.33\|401979;2026-05-25\|5.60\|0.54\|5.57\|5.74\|5.39\|350404;2026-05-26\|5.39\|-3.75\|5.54\|5.55\|5.30\|232303;2026-05-27\|5.28\|-2.04\|5.38\|5.45\|5.24\|213634;2026-05-28\|5.35\|1.33\|5.27\|5.50\|5.19\|317503;2026-05-29\|4.99\|-6.73\|5.51\|5.55\|4.87\|463029;2026-06-01\|5.03\|0.80\|4.98\|5.14\|4.85\|241447;2026-06-02\|4.94\|-1.79\|4.96\|5.09\|4.87\|252215;2026-06-03\|4.87\|-1.42\|4.95\|4.95\|4.81\|202577;2026-06-04\|4.81\|-1.23\|4.81\|4.89\|4.76\|182936;2026-06-05\|4.72\|-1.87\|4.80\|4.88\|4.67\|247849;2026-06-08\|4.62\|-2.12\|4.62\|4.86\|4.53\|212164;2026-06-09\|4.59\|-0.65\|4.62\|4.74\|4.51\|172101;2026-06-10\|4.50\|-1.96\|4.58\|4.62\|4.38\|185295;2026-06-11\|4.55\|1.11\|4.50\|4.75\|4.40\|326599;2026-06-12\|4.57\|0.44\|4.61\|4.77\|4.51\|271670;2026-06-15\|4.87\|6.56\|4.73\|4.93\|4.73\|342296;2026-06-16\|4.61\|-5.34\|4.77\|4.91\|4.59\|338928;2026-06-17\|4.42\|-4.12\|4.56\|4.59\|4.39\|194363;2026-06-18\|4.43\|0.23\|4.40\|4.54\|4.28\|223059;2026-06-22\|4.17\|-5.87\|4.50\|4.51\|4.09\|303345;2026-06-23\|4.16\|-0.24\|4.13\|4.33\|4.10\|250062;2026-06-24\|4.08\|-1.92\|4.19\|4.19\|3.96\|267615;2026-06-25\|4.05\|-0.74\|4.10\|4.21\|3.98\|238575;2026-06-26\|4.02\|-0.74\|4.00\|4.24\|3.99\|245662;2026-06-29\|4.06\|0.99\|3.99\|4.10\|3.86\|223118;2026-06-30\|4.20\|3.45\|4.12\|4.31\|3.95\|263358;2026-07-01\|4.62\|10.00\|4.28\|4.62\|4.25\|305221;2026-07-02\|4.53\|-1.95\|4.55\|4.77\|4.52\|448087;2026-07-03\|4.30\|-5.08\|4.57\|4.62\|4.27\|298341;2026-07-06\|4.36\|1.40\|4.35\|4.42\|4.26\|196172;2026-07-07\|4.16\|-4.59\|4.33\|4.33\|4.10\|170817;2026-07-08\|4.13\|-0.72\|4.16\|4.23\|4.04\|134074;2026-07-09\|4.23\|2.42\|4.12\|4.28\|4.03\|194190;2026-07-10\|4.26\|0.71\|4.18\|4.42\|4.12\|230044;2026-07-13\|4.11\|-3.52\|4.26\|4.26\|4.10\|178528;2026-07-14\|4.08\|-0.73\|4.12\|4.17\|4.00\|112030;2026-07-15\|4.12\|0.98\|4.04\|4.17\|4.02\|124694;2026-07-16\|4.14\|0.49\|4.11\|4.19\|4.03\|144933;2026-07-17\|3.92\|-5.31\|4.12\|4.18\|3.85\|250347
110238	4月上海二手房成交创近10年新高	盐湖提锂+收购修订+地产开发行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2026年5月8日公告，公司与卖方签署《股份购买协议之修订协议》，继续推进1.75亿美元收购Argentum Lithium S.A.100%股份，锁定阿根廷Arizaro盐湖80%权益，交易完成后将切入盐湖提锂生产。 2、据2025年度报告及2026年2月4日投资者关系活动记录表，公司已通过产业基金参股深圳聚能、珠海聚能，吸附剂直接提锂效率行业领先，形成“资源—技术—成品”闭环，转型新能源材料。 3、据2026年一季报，公司一季度营收2.35亿元、同比增长114.87%，归母净利润2603.83万元、同比增长354.07%，地产项目“钱塘公馆”等销售结转贡献现金流。	公司以房地产开发与物业经营为核心主业；拟12.35亿元收购Argentum Lithium 100%股份，标的主要产品为电池级碳酸锂	2026-03-10\|5.23\|1.36\|5.20\|5.26\|5.16\|294257;2026-03-11\|5.18\|-0.96\|5.21\|5.27\|5.17\|258235;2026-03-12\|5.06\|-2.32\|5.18\|5.18\|5.03\|325568;2026-03-13\|5.05\|-0.20\|5.05\|5.23\|5.03\|375639;2026-03-16\|5.12\|1.39\|5.03\|5.23\|5.03\|317167;2026-03-17\|5.04\|-1.56\|5.13\|5.21\|5.03\|252046;2026-03-18\|5.00\|-0.79\|5.05\|5.09\|4.89\|380237;2026-03-19\|4.86\|-2.80\|4.94\|4.95\|4.84\|264983;2026-03-20\|4.82\|-0.82\|4.87\|4.97\|4.81\|290223;2026-03-23\|4.51\|-6.43\|4.76\|4.76\|4.47\|592620;2026-03-24\|4.77\|5.76\|4.62\|4.77\|4.54\|412713;2026-03-25\|4.94\|3.56\|4.83\|4.97\|4.75\|348412;2026-03-26\|4.96\|0.40\|4.91\|5.05\|4.90\|339340;2026-03-27\|5.21\|5.04\|4.92\|5.46\|4.90\|1189577;2026-03-30\|5.01\|-3.84\|5.18\|5.21\|4.94\|710217;2026-03-31\|4.84\|-3.39\|4.97\|5.00\|4.83\|420787;2026-04-01\|4.84\|0.00\|4.93\|4.94\|4.80\|335201;2026-04-02\|4.79\|-1.03\|4.81\|4.90\|4.77\|294439;2026-04-03\|4.66\|-2.71\|4.82\|4.83\|4.61\|236338;2026-04-07\|4.70\|0.86\|4.66\|4.76\|4.64\|193683;2026-04-08\|4.87\|3.62\|4.79\|4.89\|4.77\|291664;2026-04-09\|4.79\|-1.64\|4.81\|4.86\|4.73\|367493;2026-04-10\|4.92\|2.71\|4.80\|5.06\|4.77\|386500;2026-04-13\|5.14\|4.47\|4.89\|5.27\|4.87\|675823;2026-04-14\|5.15\|0.19\|5.10\|5.20\|4.99\|509493;2026-04-15\|4.89\|-5.05\|5.15\|5.19\|4.86\|557465;2026-04-16\|5.03\|2.86\|4.89\|5.06\|4.89\|423329;2026-04-17\|5.17\|2.78\|5.06\|5.20\|4.99\|557387;2026-04-20\|5.10\|-1.35\|5.17\|5.17\|5.03\|298736;2026-04-21\|5.10\|0.00\|5.11\|5.17\|5.05\|299808;2026-04-22\|5.12\|0.39\|5.10\|5.17\|5.07\|217282;2026-04-23\|5.05\|-1.37\|5.11\|5.14\|5.01\|301619;2026-04-24\|5.18\|2.57\|5.03\|5.22\|5.01\|425005;2026-04-27\|5.26\|1.54\|5.18\|5.27\|5.06\|429351;2026-04-28\|5.11\|-2.85\|5.20\|5.25\|5.08\|293802;2026-04-29\|5.44\|6.46\|5.19\|5.50\|5.15\|628677;2026-04-30\|5.59\|2.76\|5.45\|5.75\|5.44\|714134;2026-05-06\|5.59\|0.00\|5.59\|5.63\|5.47\|477859;2026-05-07\|5.52\|-1.25\|5.58\|5.61\|5.47\|449979;2026-05-08\|6.07\|9.96\|5.78\|6.07\|5.66\|986895;2026-05-11\|6.33\|4.28\|5.92\|6.43\|5.85\|1617197;2026-05-12\|6.17\|-2.53\|6.36\|6.37\|6.07\|783207;2026-05-13\|6.09\|-1.30\|6.12\|6.38\|6.06\|499156;2026-05-14\|5.78\|-5.09\|6.09\|6.10\|5.77\|546860;2026-05-15\|5.71\|-1.21\|5.77\|5.86\|5.63\|442818;2026-05-18\|5.62\|-1.58\|5.68\|5.74\|5.50\|407181;2026-05-19\|5.67\|0.89\|5.62\|5.69\|5.58\|391190;2026-05-20\|5.68\|0.18\|5.70\|5.78\|5.50\|363828;2026-05-21\|5.40\|-4.93\|5.69\|5.77\|5.40\|346736;2026-05-22\|5.44\|0.74\|5.39\|5.47\|5.35\|259032;2026-05-25\|5.38\|-1.10\|5.43\|5.48\|5.29\|305748;2026-05-26\|5.39\|0.19\|5.36\|5.51\|5.30\|289852;2026-05-27\|5.26\|-2.41\|5.40\|5.49\|5.19\|334610;2026-05-28\|5.30\|0.76\|5.23\|5.32\|5.13\|290596;2026-05-29\|5.19\|-2.08\|5.34\|5.44\|5.15\|322635;2026-06-01\|5.19\|0.00\|5.13\|5.26\|5.08\|281355;2026-06-02\|5.11\|-1.54\|5.22\|5.28\|5.00\|264538;2026-06-03\|5.06\|-0.98\|5.10\|5.19\|5.03\|227374;2026-06-04\|5.11\|0.99\|5.04\|5.24\|5.03\|280909;2026-06-05\|5.11\|0.00\|5.10\|5.19\|5.03\|243105;2026-06-08\|4.97\|-2.74\|4.99\|5.08\|4.91\|299159;2026-06-09\|5.11\|2.82\|5.05\|5.13\|4.92\|231559;2026-06-10\|5.00\|-2.15\|5.07\|5.10\|4.96\|199564;2026-06-11\|4.96\|-0.80\|4.99\|5.02\|4.90\|184776;2026-06-12\|5.14\|3.63\|5.03\|5.18\|5.02\|322352;2026-06-15\|5.23\|1.75\|5.15\|5.24\|5.10\|259068;2026-06-16\|5.15\|-1.53\|5.23\|5.29\|5.13\|193837;2026-06-17\|5.14\|-0.19\|5.16\|5.17\|5.04\|269577;2026-06-18\|4.90\|-4.67\|5.12\|5.12\|4.89\|273835;2026-06-22\|4.97\|1.43\|4.89\|4.99\|4.74\|282795;2026-06-23\|4.96\|-0.20\|4.93\|5.07\|4.91\|200879;2026-06-24\|4.96\|0.00\|4.94\|5.05\|4.83\|247024;2026-06-25\|4.71\|-5.04\|4.94\|4.95\|4.67\|253560;2026-06-26\|4.48\|-4.88\|4.71\|4.73\|4.47\|240731;2026-06-29\|4.47\|-0.22\|4.46\|4.55\|4.34\|232776;2026-06-30\|4.37\|-2.24\|4.45\|4.49\|4.30\|376285;2026-07-01\|4.41\|0.92\|4.39\|4.47\|4.32\|291561;2026-07-02\|4.34\|-1.59\|4.40\|4.48\|4.34\|258254;2026-07-03\|4.32\|-0.46\|4.35\|4.44\|4.28\|235440;2026-07-06\|4.28\|-0.93\|4.32\|4.39\|4.25\|193477;2026-07-07\|4.16\|-2.80\|4.27\|4.31\|4.13\|198576;2026-07-08\|4.08\|-1.92\|4.16\|4.20\|4.06\|219944;2026-07-09\|4.06\|-0.49\|4.08\|4.10\|3.90\|294601;2026-07-10\|4.10\|0.99\|4.06\|4.24\|4.00\|248778;2026-07-13\|4.21\|2.68\|4.09\|4.35\|4.04\|450694;2026-07-14\|4.63\|9.98\|4.22\|4.63\|4.14\|635413;2026-07-15\|4.82\|4.10\|4.71\|4.97\|4.65\|622874;2026-07-16\|4.40\|-8.71\|4.73\|4.82\|4.38\|627455;2026-07-17\|4.15\|-5.68\|4.41\|4.47\|4.12\|478824
110237	4月上海二手房成交创近10年新高	TOD轨道物业+拟剥离地产+北京国资行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2026年4月21日公告，公司拟与控股股东北京市基础设施投资有限公司联合竞标或竞买轨道交通上盖及沿线物业项目，地价及营运资金总额度不超70亿元，继续深耕TOD轨道物业开发。 2、据2026年3月16日公告，公司筹划将房地产开发业务相关资产及负债整体转让给控股股东，交易完成后将不再从事传统房地产开发，构成重大资产重组。 3、据2026年4月21日公司2025年年度报告及同日公告，公司实际控制人为北京市人民政府国有资产监督管理委员会，控股股东京投公司为北京市人民政府国有资产监督管理委员会出资设立的国有独资公司。	公司拟向将控股股东转让房地产开发业务相关资产及负债，不再从事房地产开发业务；一季报业绩同比减亏	2026-03-10\|7.30\|1.96\|7.15\|7.60\|7.02\|329000;2026-03-11\|7.46\|2.19\|7.39\|7.75\|6.90\|586771;2026-03-12\|7.96\|6.70\|7.46\|8.07\|7.38\|581591;2026-03-13\|8.76\|10.05\|7.91\|8.76\|7.80\|433776;2026-03-16\|9.64\|10.05\|9.58\|9.64\|9.03\|243900;2026-03-17\|10.60\|9.96\|10.60\|10.60\|10.28\|456800;2026-03-18\|10.64\|0.38\|11.00\|11.37\|10.13\|1012542;2026-03-19\|9.87\|-7.24\|10.20\|10.44\|9.58\|673968;2026-03-20\|10.86\|10.03\|9.27\|10.86\|9.27\|495206;2026-03-23\|10.54\|-2.95\|10.50\|11.28\|10.40\|688875;2026-03-24\|10.88\|3.23\|10.80\|11.47\|10.20\|530964;2026-03-25\|11.01\|1.19\|11.10\|11.35\|10.71\|566216;2026-03-26\|10.49\|-4.72\|11.12\|11.18\|10.43\|459355;2026-03-27\|10.33\|-1.53\|10.29\|10.53\|10.02\|368053;2026-03-30\|10.12\|-2.03\|10.24\|10.30\|9.30\|325450;2026-03-31\|9.76\|-3.56\|10.27\|10.36\|9.68\|260344;2026-04-01\|9.62\|-1.43\|9.74\|9.85\|9.36\|294990;2026-04-02\|9.40\|-2.29\|9.69\|9.69\|9.26\|182286;2026-04-03\|8.98\|-4.47\|9.44\|9.44\|8.77\|235779;2026-04-07\|8.65\|-3.67\|8.97\|9.23\|8.49\|263472;2026-04-08\|8.92\|3.12\|8.75\|8.94\|8.60\|198022;2026-04-09\|9.07\|1.68\|8.84\|9.14\|8.68\|196317;2026-04-10\|9.00\|-0.77\|9.07\|9.18\|8.91\|181170;2026-04-13\|8.94\|-0.67\|8.91\|9.29\|8.86\|199727;2026-04-14\|9.01\|0.78\|9.11\|9.30\|8.94\|240974;2026-04-15\|9.91\|9.99\|9.08\|9.91\|8.91\|293130;2026-04-16\|10.90\|9.99\|10.40\|10.90\|10.20\|242846;2026-04-17\|11.99\|10.00\|11.98\|11.99\|11.68\|272945;2026-04-20\|12.05\|0.50\|12.51\|12.51\|11.21\|764600;2026-04-21\|11.95\|-0.83\|11.96\|12.47\|11.43\|446468;2026-04-22\|13.15\|10.04\|12.14\|13.15\|11.65\|345609;2026-04-23\|13.30\|1.14\|13.50\|13.75\|13.10\|467557;2026-04-24\|13.71\|3.08\|13.30\|14.35\|13.23\|452779;2026-04-27\|13.56\|-1.09\|13.50\|13.87\|12.80\|313889;2026-04-28\|13.44\|-0.89\|13.68\|13.95\|13.31\|204111;2026-04-29\|13.71\|2.01\|13.59\|13.95\|13.22\|252091;2026-04-30\|14.50\|5.76\|14.00\|15.08\|14.00\|428958;2026-05-06\|14.97\|3.24\|15.23\|15.45\|14.26\|406814;2026-05-07\|15.66\|4.61\|15.27\|15.90\|14.71\|368454;2026-05-08\|17.23\|10.03\|15.82\|17.23\|15.82\|352243;2026-05-11\|18.95\|9.98\|18.95\|18.95\|18.30\|482732;2026-05-12\|20.85\|10.03\|20.80\|20.85\|18.39\|850490;2026-05-13\|19.26\|-7.63\|20.80\|21.83\|18.78\|788303;2026-05-14\|17.70\|-8.10\|18.69\|18.69\|17.60\|598116;2026-05-15\|16.82\|-4.97\|17.73\|17.80\|16.52\|410815;2026-05-18\|16.62\|-1.19\|16.33\|16.98\|15.72\|471309;2026-05-19\|16.62\|0.00\|16.71\|17.91\|16.50\|498869;2026-05-20\|16.02\|-3.61\|16.52\|16.62\|15.68\|344281;2026-05-21\|14.51\|-9.43\|15.93\|16.00\|14.50\|413248;2026-05-22\|15.96\|9.99\|14.95\|15.96\|14.37\|253119;2026-05-25\|16.56\|3.76\|16.76\|17.36\|15.76\|517742;2026-05-26\|17.00\|2.66\|16.41\|17.20\|16.30\|462843;2026-05-27\|16.34\|-3.88\|16.70\|17.08\|16.01\|354244;2026-05-28\|16.12\|-1.35\|16.35\|16.94\|15.76\|278014;2026-05-29\|15.20\|-5.71\|16.30\|16.35\|14.93\|292404;2026-06-01\|14.43\|-5.07\|14.96\|15.07\|14.31\|259036;2026-06-02\|14.21\|-1.52\|14.43\|14.59\|13.88\|205616;2026-06-03\|15.63\|9.99\|14.15\|15.63\|13.96\|244790;2026-06-04\|15.06\|-3.65\|15.63\|16.16\|14.92\|336487;2026-06-05\|15.48\|2.79\|15.23\|15.84\|14.68\|350270;2026-06-08\|14.64\|-5.43\|15.10\|15.36\|14.34\|214265;2026-06-09\|14.30\|-2.32\|14.99\|15.08\|14.16\|216774;2026-06-10\|13.35\|-6.64\|14.23\|14.30\|13.30\|313117;2026-06-11\|12.63\|-5.39\|13.11\|13.40\|12.40\|340620;2026-06-12\|12.38\|-1.98\|12.80\|13.45\|12.36\|227287;2026-06-15\|12.57\|1.53\|12.00\|12.72\|12.00\|211840;2026-06-16\|12.74\|1.35\|12.62\|12.89\|12.27\|176442;2026-06-17\|12.69\|-0.39\|12.61\|12.97\|12.54\|164379;2026-06-18\|13.63\|7.41\|12.78\|13.96\|12.50\|403783;2026-06-22\|12.78\|-6.24\|13.40\|14.12\|12.50\|375780;2026-06-23\|12.84\|0.47\|12.73\|13.28\|12.50\|217010;2026-06-24\|12.96\|0.93\|12.80\|13.09\|12.41\|197081;2026-06-25\|12.17\|-6.10\|12.96\|12.98\|12.05\|210283;2026-06-26\|11.31\|-7.07\|12.12\|12.12\|11.30\|215209;2026-06-29\|10.93\|-3.36\|11.66\|11.66\|10.80\|213093;2026-06-30\|11.50\|5.21\|10.85\|11.97\|10.75\|220100;2026-07-01\|11.47\|-0.26\|11.50\|11.73\|11.27\|147686;2026-07-02\|11.49\|0.17\|11.41\|11.90\|11.20\|199531;2026-07-03\|11.58\|0.78\|11.50\|11.95\|11.40\|148952;2026-07-06\|11.20\|-3.28\|11.50\|11.75\|11.11\|121274;2026-07-07\|10.58\|-5.54\|11.25\|11.33\|10.46\|137169;2026-07-08\|10.34\|-2.27\|10.69\|10.75\|10.24\|114231;2026-07-09\|10.50\|1.55\|10.40\|10.53\|10.03\|125441;2026-07-10\|10.35\|-1.43\|10.55\|10.65\|10.30\|140948;2026-07-13\|9.35\|-9.66\|10.57\|10.57\|9.32\|191513;2026-07-14\|9.58\|2.46\|9.50\|9.58\|9.00\|199031;2026-07-15\|9.52\|-0.63\|9.58\|9.80\|9.33\|146557;2026-07-16\|9.20\|-3.36\|9.49\|9.58\|9.12\|117641;2026-07-17\|8.37\|-9.02\|9.17\|9.24\|8.28\|208064
110236	4月上海二手房成交创近10年新高	房地产+物业服务+上海国资行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2025年12月31日收购报告书，上海市国资委将上实集团100%股权无偿划转至上海上实全资子公司金钟控股，上海上实间接持有公司56.18%股份，实际控制人仍为上海市国资委。 2、据2026年3月21日年度报告，公司2025年合约销售金额29.08亿元，同比增长306.03%，合约销售面积18.71万平方米，同比增长348.05%，并出售泉州存量资产回笼资金20.53亿元。 3、据2026年3月21日年度报告，公司“上实服务”板块在管面积3314.6万平方米，非住宅业务占比过半，服务对象涵盖政府机关、高校、医院等中长期稳定客户。	实控人上海国资委，上海崇明地产小龙头，以中高端住宅开发为主	2026-03-10\|5.06\|1.61\|4.99\|5.06\|4.99\|94720;2026-03-11\|5.01\|-0.99\|5.06\|5.07\|4.97\|95231;2026-03-12\|5.04\|0.60\|5.01\|5.07\|4.98\|117548;2026-03-13\|5.03\|-0.20\|5.06\|5.16\|5.02\|139324;2026-03-16\|5.07\|0.80\|5.03\|5.09\|4.97\|117877;2026-03-17\|5.09\|0.39\|5.04\|5.20\|5.03\|156950;2026-03-18\|5.07\|-0.39\|5.06\|5.09\|4.99\|113772;2026-03-19\|4.94\|-2.56\|5.02\|5.07\|4.93\|128184;2026-03-20\|4.85\|-1.82\|4.92\|5.01\|4.84\|118762;2026-03-23\|4.60\|-5.15\|4.81\|4.82\|4.54\|213604;2026-03-24\|4.80\|4.35\|4.69\|4.81\|4.65\|189732;2026-03-25\|4.86\|1.25\|4.80\|4.91\|4.76\|123512;2026-03-26\|4.88\|0.41\|4.87\|4.99\|4.84\|105019;2026-03-27\|5.37\|10.04\|4.86\|5.37\|4.82\|367113;2026-03-30\|5.22\|-2.79\|5.36\|5.51\|5.18\|493675;2026-03-31\|5.10\|-2.30\|5.26\|5.46\|5.09\|351389;2026-04-01\|5.10\|0.00\|5.22\|5.23\|5.05\|230674;2026-04-02\|4.88\|-4.31\|5.06\|5.07\|4.85\|206080;2026-04-03\|4.69\|-3.89\|4.88\|4.93\|4.67\|167972;2026-04-07\|4.75\|1.28\|4.69\|4.77\|4.62\|141407;2026-04-08\|5.03\|5.89\|4.86\|5.18\|4.80\|241976;2026-04-09\|5.01\|-0.40\|5.00\|5.05\|4.89\|159434;2026-04-10\|5.16\|2.99\|5.02\|5.23\|5.00\|198047;2026-04-13\|5.14\|-0.39\|5.13\|5.20\|5.10\|132179;2026-04-14\|5.28\|2.72\|5.11\|5.33\|5.11\|237810;2026-04-15\|5.41\|2.46\|5.40\|5.49\|5.26\|350391;2026-04-16\|5.38\|-0.55\|5.50\|5.54\|5.33\|249971;2026-04-17\|5.37\|-0.19\|5.37\|5.41\|5.25\|173061;2026-04-20\|5.44\|1.30\|5.41\|5.53\|5.38\|223966;2026-04-21\|5.45\|0.18\|5.44\|5.47\|5.32\|149368;2026-04-22\|5.42\|-0.55\|5.45\|5.55\|5.39\|187508;2026-04-23\|5.48\|1.11\|5.41\|5.72\|5.37\|330391;2026-04-24\|5.43\|-0.91\|5.45\|5.52\|5.35\|167160;2026-04-27\|5.40\|-0.55\|5.39\|5.43\|5.29\|144064;2026-04-28\|5.42\|0.37\|5.45\|5.46\|5.35\|150045;2026-04-29\|5.47\|0.92\|5.38\|5.52\|5.38\|175639;2026-04-30\|5.30\|-3.11\|5.48\|5.50\|5.16\|277301;2026-05-06\|5.05\|-4.72\|5.30\|5.31\|4.99\|299697;2026-05-07\|4.98\|-1.39\|5.06\|5.08\|4.95\|193499;2026-05-08\|5.48\|10.04\|4.97\|5.48\|4.95\|424980;2026-05-11\|6.03\|10.04\|5.71\|6.03\|5.71\|396686;2026-05-12\|5.88\|-2.49\|6.22\|6.27\|5.76\|1015195;2026-05-13\|5.76\|-2.04\|5.85\|6.05\|5.71\|548815;2026-05-14\|5.61\|-2.60\|5.77\|5.89\|5.58\|383061;2026-05-15\|5.17\|-7.84\|5.53\|5.64\|5.10\|512350;2026-05-18\|5.24\|1.35\|5.10\|5.30\|4.95\|346248;2026-05-19\|5.23\|-0.19\|5.32\|5.33\|5.11\|220151;2026-05-20\|5.15\|-1.53\|5.16\|5.28\|5.11\|181847;2026-05-21\|4.89\|-5.05\|5.15\|5.33\|4.88\|385311;2026-05-22\|4.97\|1.64\|4.88\|5.05\|4.82\|227061;2026-05-25\|5.04\|1.41\|5.00\|5.19\|4.99\|205558;2026-05-26\|4.93\|-2.18\|5.03\|5.03\|4.83\|191150;2026-05-27\|4.65\|-5.68\|4.93\|4.93\|4.55\|230095;2026-05-28\|4.58\|-1.51\|4.65\|4.67\|4.48\|166114;2026-05-29\|4.70\|2.62\|4.66\|5.04\|4.62\|500566;2026-06-01\|4.56\|-2.98\|4.57\|4.67\|4.41\|296270;2026-06-02\|4.47\|-1.97\|4.60\|4.60\|4.40\|206708;2026-06-03\|4.49\|0.45\|4.46\|4.49\|4.38\|193148;2026-06-04\|4.29\|-4.45\|4.45\|4.48\|4.24\|228493;2026-06-05\|4.25\|-0.93\|4.30\|4.40\|4.22\|205709;2026-06-08\|4.21\|-0.94\|4.17\|4.36\|4.12\|201158;2026-06-09\|4.18\|-0.71\|4.22\|4.25\|4.08\|163961;2026-06-10\|4.11\|-1.67\|4.15\|4.15\|4.00\|149868;2026-06-11\|4.02\|-2.19\|4.08\|4.10\|3.95\|130638;2026-06-12\|4.05\|0.75\|4.04\|4.14\|3.95\|168172;2026-06-15\|4.17\|2.96\|4.07\|4.23\|4.07\|144902;2026-06-16\|4.05\|-2.88\|4.16\|4.17\|4.00\|144336;2026-06-17\|3.97\|-1.98\|4.04\|4.07\|3.94\|133405;2026-06-18\|4.04\|1.76\|3.99\|4.12\|3.89\|167345;2026-06-22\|3.94\|-2.48\|4.04\|4.06\|3.81\|186515;2026-06-23\|4.01\|1.78\|3.94\|4.10\|3.92\|167076;2026-06-24\|3.84\|-4.24\|4.07\|4.07\|3.78\|185070;2026-06-25\|3.84\|0.00\|3.87\|3.90\|3.78\|137783;2026-06-26\|3.72\|-3.12\|3.82\|3.84\|3.72\|147984;2026-06-29\|3.75\|0.81\|3.76\|3.79\|3.64\|169297;2026-06-30\|3.72\|-0.80\|3.73\|3.76\|3.65\|118324;2026-07-01\|3.82\|2.69\|3.72\|3.93\|3.72\|187268;2026-07-02\|3.70\|-3.14\|3.79\|3.90\|3.70\|165644;2026-07-03\|3.74\|1.08\|3.69\|3.82\|3.69\|165579;2026-07-06\|3.81\|1.87\|3.76\|4.09\|3.76\|314276;2026-07-07\|3.64\|-4.46\|3.79\|3.81\|3.59\|237718;2026-07-08\|3.58\|-1.65\|3.59\|3.65\|3.56\|122167;2026-07-09\|3.57\|-0.28\|3.58\|3.64\|3.51\|104546;2026-07-10\|3.70\|3.64\|3.56\|3.79\|3.50\|200317;2026-07-13\|3.53\|-4.59\|3.68\|3.69\|3.52\|162054;2026-07-14\|3.58\|1.42\|3.51\|3.59\|3.48\|125262;2026-07-15\|3.67\|2.51\|3.58\|3.73\|3.55\|166974;2026-07-16\|3.70\|0.82\|3.65\|3.75\|3.60\|128580;2026-07-17\|3.47\|-6.22\|3.70\|3.77\|3.44\|183840
110235	4月上海二手房成交创近10年新高	服务器资产收购+智能家居设计+瓷砖卫浴 1、据2026年6月12日公告，公司全资子公司水华未来与关联方善思开悟签署《业务合作协议》，以4416.73万元购买机电设施、服务器等资产，并获无偿转让相关知识产权及存量业务。 2、据2026年4月29日年报，公司设立水华未来布局人工智能，正在开发AI设计智能体及欧神诺SKU图像聚类清洗器，可为终端客户快速生成家居设计方案，实现产品一键搭配，提升成交转化率；据2026年5月14日互动易，公司正分阶段推进人工智能转型。 3、据2026年4月29日年报，公司主营“欧神诺”瓷砖和“帝王”卫浴，是国内建筑陶瓷与卫生洁具领域少数实现双主业覆盖的企业，2026年一季度营收3.77亿元。	公司为国内高端卫浴品牌企业	2026-03-10\|6.55\|1.87\|6.49\|6.57\|6.43\|75640;2026-03-11\|6.48\|-1.07\|6.53\|6.55\|6.43\|69070;2026-03-12\|6.41\|-1.08\|6.48\|6.56\|6.40\|77967;2026-03-13\|6.43\|0.31\|6.41\|6.56\|6.41\|56250;2026-03-16\|6.44\|0.16\|6.48\|6.49\|6.38\|51929;2026-03-17\|6.38\|-0.93\|6.41\|6.48\|6.33\|64054;2026-03-18\|6.42\|0.63\|6.39\|6.46\|6.34\|49226;2026-03-19\|6.21\|-3.27\|6.40\|6.43\|6.17\|66120;2026-03-20\|6.23\|0.32\|6.24\|6.35\|6.15\|79215;2026-03-23\|5.75\|-7.70\|6.17\|6.17\|5.75\|162779;2026-03-24\|6.04\|5.04\|5.88\|6.04\|5.73\|114253;2026-03-25\|6.11\|1.16\|6.05\|6.14\|6.01\|59775;2026-03-26\|6.12\|0.16\|6.10\|6.23\|6.02\|58743;2026-03-27\|6.22\|1.63\|6.05\|6.22\|6.03\|54712;2026-03-30\|6.23\|0.16\|6.18\|6.28\|6.12\|49722;2026-03-31\|6.03\|-3.21\|6.25\|6.27\|6.02\|58129;2026-04-01\|6.14\|1.82\|6.13\|6.15\|6.04\|52426;2026-04-02\|5.97\|-2.77\|6.13\|6.15\|5.92\|62578;2026-04-03\|5.76\|-3.52\|5.97\|5.97\|5.74\|74190;2026-04-07\|5.98\|3.82\|5.76\|6.03\|5.76\|67871;2026-04-08\|6.12\|2.34\|6.08\|6.14\|6.05\|48606;2026-04-09\|6.04\|-1.31\|6.15\|6.20\|6.04\|51146;2026-04-10\|6.10\|0.99\|6.13\|6.15\|6.04\|46065;2026-04-13\|6.10\|0.00\|6.13\|6.13\|6.00\|40054;2026-04-14\|6.06\|-0.66\|6.12\|6.13\|5.95\|66961;2026-04-15\|6.67\|10.07\|6.10\|6.67\|6.07\|202680;2026-04-16\|7.11\|6.60\|6.70\|7.20\|6.61\|555764;2026-04-17\|7.01\|-1.41\|7.16\|7.16\|6.84\|382181;2026-04-20\|7.12\|1.57\|7.08\|7.29\|6.98\|184669;2026-04-21\|7.15\|0.42\|7.16\|7.20\|7.00\|160209;2026-04-22\|6.97\|-2.52\|7.07\|7.09\|6.83\|247179;2026-04-23\|6.91\|-0.86\|6.98\|7.02\|6.79\|172814;2026-04-24\|7.09\|2.60\|6.91\|7.32\|6.89\|212232;2026-04-27\|7.49\|5.64\|7.05\|7.70\|7.05\|368097;2026-04-28\|7.59\|1.34\|7.45\|7.84\|7.38\|343550;2026-04-29\|7.89\|3.95\|7.55\|7.95\|7.53\|371797;2026-04-30\|7.93\|0.51\|7.97\|8.17\|7.88\|271459;2026-05-06\|8.15\|2.77\|7.93\|8.20\|7.85\|206375;2026-05-07\|7.67\|-5.89\|8.09\|8.10\|7.42\|365958;2026-05-08\|8.44\|10.04\|7.62\|8.44\|7.58\|261718;2026-05-11\|8.48\|0.47\|8.59\|8.77\|8.38\|406491;2026-05-12\|8.34\|-1.65\|8.55\|8.71\|8.31\|212957;2026-05-13\|8.28\|-0.72\|8.34\|8.43\|8.23\|160234;2026-05-14\|8.26\|-0.24\|8.31\|8.49\|8.12\|193172;2026-05-15\|8.28\|0.24\|8.26\|8.35\|8.06\|155630;2026-05-18\|8.31\|0.36\|8.28\|8.46\|8.04\|178234;2026-05-19\|8.14\|-2.05\|8.31\|8.34\|8.07\|119789;2026-05-20\|8.32\|2.21\|8.07\|8.39\|8.03\|174404;2026-05-21\|8.19\|-1.56\|8.28\|8.67\|8.14\|178962;2026-05-22\|8.30\|1.34\|8.19\|8.40\|8.08\|132119;2026-05-25\|8.26\|-0.48\|8.41\|8.61\|8.26\|173846;2026-05-26\|8.30\|0.48\|8.28\|8.48\|8.05\|169236;2026-05-27\|7.47\|-10.00\|8.31\|8.52\|7.47\|276383;2026-05-28\|6.72\|-10.04\|7.00\|7.49\|6.72\|586773;2026-05-29\|6.19\|-7.89\|6.60\|6.71\|6.14\|412239;2026-06-01\|6.50\|5.01\|6.21\|6.73\|6.21\|334953;2026-06-02\|6.55\|0.77\|6.42\|6.63\|6.33\|241220;2026-06-03\|6.29\|-3.97\|6.52\|6.62\|6.20\|174306;2026-06-04\|6.21\|-1.27\|6.25\|6.42\|6.11\|115974;2026-06-05\|6.24\|0.48\|6.21\|6.32\|6.05\|131410;2026-06-08\|6.50\|4.17\|6.15\|6.86\|6.12\|469804;2026-06-09\|6.16\|-5.23\|6.72\|6.72\|6.06\|330950;2026-06-10\|6.07\|-1.46\|6.09\|6.27\|6.00\|160257;2026-06-11\|6.20\|2.14\|6.01\|6.26\|6.00\|145339;2026-06-12\|6.30\|1.61\|6.31\|6.82\|6.28\|449883;2026-06-15\|6.12\|-2.86\|6.37\|6.37\|6.00\|301958;2026-06-16\|5.96\|-2.61\|6.07\|6.12\|5.86\|184733;2026-06-17\|5.79\|-2.85\|5.88\|5.93\|5.77\|129317;2026-06-18\|5.95\|2.76\|5.80\|5.96\|5.70\|165358;2026-06-22\|5.63\|-5.38\|5.91\|5.91\|5.44\|202401;2026-06-23\|5.73\|1.78\|5.63\|5.92\|5.57\|117838;2026-06-24\|5.54\|-3.32\|5.72\|5.76\|5.37\|137846;2026-06-25\|5.29\|-4.51\|5.60\|5.60\|5.22\|135728;2026-06-26\|5.12\|-3.21\|5.26\|5.29\|5.07\|119893;2026-06-29\|4.99\|-2.54\|5.11\|5.15\|4.91\|164292;2026-06-30\|4.99\|0.00\|5.01\|5.13\|4.90\|105015;2026-07-01\|5.05\|1.20\|5.03\|5.11\|4.88\|125713;2026-07-02\|5.56\|10.10\|5.06\|5.56\|5.03\|133504;2026-07-03\|5.68\|2.16\|5.52\|5.93\|5.37\|358585;2026-07-06\|5.44\|-4.23\|5.66\|5.79\|5.42\|187687;2026-07-07\|5.30\|-2.57\|5.60\|5.69\|5.26\|151384;2026-07-08\|5.34\|0.75\|5.28\|5.37\|5.21\|89923;2026-07-09\|5.33\|-0.19\|5.28\|5.44\|5.14\|114642;2026-07-10\|5.17\|-3.00\|5.29\|5.34\|5.15\|117236;2026-07-13\|4.82\|-6.77\|5.11\|5.17\|4.82\|133039;2026-07-14\|5.06\|4.98\|4.89\|5.10\|4.81\|167425;2026-07-15\|5.07\|0.20\|5.03\|5.21\|5.01\|102973;2026-07-16\|5.10\|0.59\|5.03\|5.23\|4.98\|87859;2026-07-17\|4.99\|-2.16\|5.10\|5.18\|4.92\|123567
110234	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求； 2、公司磷化铟晶片产能为15万片/年（2—4英寸）	2026-03-10\|44.62\|4.45\|43.46\|45.20\|42.51\|516097;2026-03-11\|46.00\|3.09\|46.30\|49.00\|45.50\|844795;2026-03-12\|45.17\|-1.80\|46.01\|47.30\|44.05\|520589;2026-03-13\|43.36\|-4.01\|44.78\|46.30\|43.15\|459826;2026-03-16\|42.95\|-0.95\|43.77\|44.97\|41.68\|465932;2026-03-17\|40.14\|-6.54\|42.80\|42.85\|40.00\|431846;2026-03-18\|40.75\|1.52\|40.11\|41.36\|39.84\|288816;2026-03-19\|39.51\|-3.04\|39.99\|40.73\|38.86\|345324;2026-03-20\|43.46\|10.00\|43.45\|43.46\|43.45\|193417;2026-03-23\|40.60\|-6.58\|43.00\|44.50\|40.06\|821138;2026-03-24\|44.66\|10.00\|43.70\|44.66\|41.21\|837439;2026-03-25\|48.43\|8.44\|48.00\|49.13\|46.81\|1281353;2026-03-26\|46.69\|-3.59\|48.20\|48.64\|46.09\|764850;2026-03-27\|51.36\|10.00\|44.88\|51.36\|44.88\|795091;2026-03-30\|52.35\|1.93\|51.36\|54.30\|50.20\|1072667;2026-03-31\|48.91\|-6.57\|52.00\|52.80\|48.01\|923067;2026-04-01\|49.90\|2.02\|51.21\|51.51\|48.11\|751465;2026-04-02\|47.50\|-4.81\|48.01\|49.61\|46.11\|698628;2026-04-03\|51.71\|8.86\|49.06\|52.25\|49.06\|1086970;2026-04-07\|52.76\|2.03\|51.91\|54.75\|51.08\|883665;2026-04-08\|54.25\|2.82\|54.00\|55.03\|52.03\|1067489;2026-04-09\|55.59\|2.47\|53.80\|56.70\|53.35\|925942;2026-04-10\|56.79\|2.16\|58.29\|59.50\|53.65\|1192132;2026-04-13\|55.13\|-2.92\|57.11\|57.39\|54.16\|811038;2026-04-14\|58.88\|6.80\|56.00\|60.64\|54.56\|1165598;2026-04-15\|57.15\|-2.94\|59.71\|59.85\|56.70\|793630;2026-04-16\|56.36\|-1.38\|56.27\|57.40\|55.51\|646704;2026-04-17\|62.00\|10.01\|60.53\|62.00\|59.07\|1005293;2026-04-20\|68.20\|10.00\|63.86\|68.20\|63.68\|1157818;2026-04-21\|68.40\|0.29\|68.32\|70.48\|66.74\|1180937;2026-04-22\|75.24\|10.00\|68.53\|75.24\|68.53\|714571;2026-04-23\|76.88\|2.18\|76.29\|82.76\|74.70\|1667523;2026-04-24\|77.12\|0.31\|76.07\|81.30\|73.40\|1371497;2026-04-27\|72.80\|-5.60\|76.93\|77.95\|72.52\|1169710;2026-04-28\|69.68\|-4.29\|72.60\|73.00\|68.89\|882710;2026-04-29\|69.22\|-0.66\|68.61\|70.33\|68.12\|737225;2026-04-30\|70.01\|1.14\|68.72\|72.12\|68.72\|1031240;2026-05-06\|77.01\|10.00\|75.00\|77.01\|73.43\|1206247;2026-05-07\|80.20\|4.14\|77.01\|81.49\|75.21\|1056903;2026-05-08\|86.07\|7.32\|79.77\|88.22\|79.50\|1129068;2026-05-11\|92.20\|7.12\|88.50\|92.28\|86.60\|1109828;2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161;2026-07-13\|90.23\|-10.00\|97.24\|98.20\|90.23\|545837;2026-07-14\|94.77\|5.03\|90.18\|95.25\|86.87\|616538;2026-07-15\|87.83\|-7.32\|96.27\|97.00\|87.30\|453871;2026-07-16\|83.39\|-5.06\|86.26\|88.36\|82.00\|436282;2026-07-17\|75.05\|-10.00\|82.24\|84.00\|75.05\|460939
110233	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	CPO硅光模块+鄂州投产+园林工程行业原因： LightCounting 4月1日报告指出，到2030年，AI集群所用光互连产品年销售额有望达到1000亿美元。Scale-out网络中每GPU最多需6个模块，Scale-up网络所需带宽约为前者的10倍。公司原因： 1、据2025年11月18日互动易，武汉钧恒鄂州一期150万只/年400G/800G硅光模块产线已于2025年12月投产，二期300万只/年产能预计2027年建成。 2、据2025年11月10日互动易，武汉钧恒客户包括Coherent、索尔思、新华三等，形成稳定合作关系。 3、据2026年4月3日2025年度报告，公司园林工程具备风景园林设计甲级、市政公用工程施工总承包壹级等完整资质体系，形成设计施工苗木一体化经营。	公司拟不超1.95亿元收购武汉钧恒30%股权，武汉钧恒对高速光模块技术持续投入，当前已经具备单波400G高速链路仿真能力，um级高精度光学微组装能力，及各种高速控制算法能力；基于上述能力积累，当前武汉钧恒1.6T模块相关产品已经开发出来，具备送样能力，3.2T模块单点技术已经验证完成，预计年底启动项目开发	2026-03-10\|45.68\|9.99\|43.80\|45.68\|43.02\|451783;2026-03-11\|49.10\|7.49\|48.00\|49.95\|47.11\|872471;2026-03-12\|46.03\|-6.25\|47.99\|49.38\|44.95\|943557;2026-03-13\|43.20\|-6.15\|44.69\|45.82\|43.08\|680140;2026-03-16\|42.79\|-0.95\|43.86\|44.00\|41.60\|496841;2026-03-17\|40.32\|-5.77\|42.79\|43.00\|39.50\|549430;2026-03-18\|41.98\|4.12\|41.50\|42.24\|40.09\|435289;2026-03-19\|40.77\|-2.88\|42.00\|42.50\|40.05\|415638;2026-03-20\|42.70\|4.73\|42.80\|44.85\|42.26\|814517;2026-03-23\|38.43\|-10.00\|39.89\|41.36\|38.43\|640135;2026-03-24\|40.19\|4.58\|39.20\|40.74\|36.91\|609780;2026-03-25\|40.89\|1.74\|42.00\|43.52\|40.20\|659112;2026-03-26\|38.79\|-5.14\|40.81\|41.35\|38.58\|462358;2026-03-27\|38.94\|0.39\|37.64\|39.65\|37.14\|332335;2026-03-30\|39.15\|0.54\|38.61\|39.70\|37.87\|295279;2026-03-31\|37.76\|-3.55\|38.17\|38.64\|36.80\|424778;2026-04-01\|39.75\|5.27\|39.10\|40.30\|37.84\|465059;2026-04-02\|39.74\|-0.03\|39.13\|41.98\|39.13\|511401;2026-04-03\|40.41\|1.69\|40.49\|42.55\|40.38\|550450;2026-04-07\|40.27\|-0.35\|41.00\|42.30\|39.81\|371490;2026-04-08\|44.30\|10.01\|42.15\|44.30\|41.56\|522565;2026-04-09\|43.29\|-2.28\|44.20\|45.82\|42.40\|610512;2026-04-10\|43.91\|1.43\|43.50\|44.70\|41.70\|610118;2026-04-13\|42.81\|-2.51\|43.78\|43.98\|42.20\|427523;2026-04-14\|41.87\|-2.20\|42.60\|44.80\|41.18\|617900;2026-04-15\|41.45\|-1.00\|41.87\|43.50\|40.90\|517741;2026-04-16\|41.54\|0.22\|40.90\|41.88\|39.87\|434211;2026-04-17\|44.71\|7.63\|42.63\|45.20\|42.20\|870652;2026-04-20\|43.33\|-3.09\|44.35\|45.30\|42.72\|699928;2026-04-21\|44.68\|3.12\|42.89\|46.35\|41.71\|573534;2026-04-22\|46.29\|3.60\|44.10\|46.50\|44.10\|636425;2026-04-23\|50.92\|10.00\|47.20\|50.92\|45.21\|778859;2026-04-24\|50.30\|-1.22\|51.82\|53.65\|48.18\|898214;2026-04-27\|49.31\|-1.97\|49.10\|50.30\|46.50\|665050;2026-04-28\|51.79\|5.03\|51.01\|54.24\|51.01\|898638;2026-04-29\|53.92\|4.11\|50.51\|55.95\|50.00\|680734;2026-04-30\|53.96\|0.07\|54.01\|56.70\|53.58\|496808;2026-05-06\|52.56\|-2.59\|54.64\|55.50\|51.76\|570866;2026-05-07\|56.71\|7.90\|52.35\|57.37\|50.48\|655234;2026-05-08\|62.38\|10.00\|55.55\|62.38\|54.61\|579660;2026-05-11\|63.80\|2.28\|65.70\|66.00\|61.00\|600048;2026-05-12\|64.29\|0.77\|64.16\|65.80\|61.00\|535278;2026-05-13\|63.44\|-1.32\|63.03\|64.73\|62.08\|417439;2026-05-14\|69.78\|9.99\|64.00\|69.78\|61.99\|626006;2026-05-15\|62.75\|-10.00\|69.00\|69.00\|62.75\|653330;2026-05-18\|66.82\|6.49\|65.08\|69.03\|64.51\|702754;2026-05-19\|63.85\|-4.44\|66.01\|66.76\|61.16\|526423;2026-05-20\|61.01\|-4.45\|63.36\|63.48\|58.92\|554225;2026-05-21\|57.40\|-5.92\|61.73\|62.36\|57.10\|440612;2026-05-22\|60.59\|5.56\|58.50\|61.66\|58.00\|369827;2026-05-25\|60.00\|-0.97\|60.65\|61.10\|57.43\|426867;2026-05-26\|58.17\|-3.05\|59.01\|61.50\|58.00\|420824;2026-05-27\|56.77\|-2.41\|57.90\|58.74\|55.30\|367041;2026-05-28\|60.55\|6.66\|58.00\|62.33\|56.03\|523571;2026-05-29\|57.94\|-4.31\|61.50\|61.98\|57.38\|387974;2026-06-01\|53.53\|-7.61\|57.10\|58.59\|53.45\|370884;2026-06-02\|55.50\|3.68\|54.59\|56.40\|53.28\|288750;2026-06-03\|58.53\|5.46\|57.66\|59.97\|56.81\|424605;2026-06-04\|57.13\|-2.39\|56.90\|59.99\|56.55\|318248;2026-06-05\|54.49\|-4.62\|57.00\|58.33\|54.00\|332498;2026-06-08\|49.04\|-10.00\|50.09\|51.89\|49.04\|406649;2026-06-09\|50.78\|3.55\|49.97\|51.18\|48.90\|436015;2026-06-10\|50.60\|-0.35\|49.60\|51.76\|48.20\|334708;2026-06-11\|49.05\|-3.06\|50.15\|51.60\|48.13\|253031;2026-06-12\|49.50\|0.92\|50.25\|50.48\|48.58\|294998;2026-06-15\|52.68\|6.42\|49.51\|52.87\|49.06\|395440;2026-06-16\|53.00\|0.61\|52.50\|54.35\|49.30\|589150;2026-06-17\|54.96\|3.70\|52.00\|56.40\|51.26\|505222;2026-06-18\|58.10\|5.71\|54.63\|59.14\|54.60\|543060;2026-06-22\|56.39\|-2.94\|60.00\|60.58\|54.29\|591375;2026-06-23\|61.36\|8.81\|55.99\|62.03\|55.13\|793801;2026-06-24\|61.43\|0.11\|58.21\|61.61\|57.50\|577379;2026-06-25\|62.23\|1.30\|61.41\|64.80\|59.80\|597632;2026-06-26\|56.01\|-10.00\|61.00\|61.81\|56.01\|533993;2026-06-29\|52.88\|-5.59\|54.06\|56.50\|52.00\|348519;2026-06-30\|53.50\|1.17\|54.00\|54.85\|51.53\|324105;2026-07-01\|50.65\|-5.33\|53.50\|53.85\|50.38\|344031;2026-07-02\|46.85\|-7.50\|48.80\|50.22\|46.64\|296113;2026-07-03\|45.70\|-2.45\|46.97\|47.64\|45.70\|248532;2026-07-06\|44.01\|-3.70\|46.01\|47.00\|43.01\|260772;2026-07-07\|41.61\|-5.45\|43.75\|43.75\|40.60\|325839;2026-07-08\|41.28\|-0.79\|42.00\|43.18\|39.58\|291154;2026-07-09\|43.55\|5.50\|42.03\|43.85\|39.96\|300728;2026-07-10\|43.39\|-0.37\|44.01\|47.07\|43.34\|368990;2026-07-13\|41.28\|-4.86\|43.37\|44.88\|41.11\|261324;2026-07-14\|42.62\|3.25\|41.80\|43.00\|40.11\|247557;2026-07-15\|40.70\|-4.50\|43.45\|43.55\|40.51\|207479;2026-07-16\|38.80\|-4.67\|39.85\|40.89\|38.50\|210792;2026-07-17\|34.92\|-10.00\|38.20\|38.91\|34.92\|257175
110232	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	MLCC+电子陶瓷+定增扩产 1、据2026年6月10日公告，公司调整定增方案，拟募资不超8.75亿元用于DPC智能化产线及MLCC产线技改等项目，旨在突破产能瓶颈，提升高容产品良率与生产规模。 2、据2026年6月10日公告，公司MLCC业务已逐步攻克材料配方、精密印刷等核心技术，并已与业内知名经销商建立长期战略合作关系；公司电子陶瓷领域DPC业务产品涵盖预制金锡陶瓷热沉，广泛应用于高功率激光器、卫星等领域，并已向创鑫激光、华光光电子等行业头部客户供货。 3、据2025年年度报告，公司主营消费电子精密零部件，客户覆盖华为、小米、OPPO、VIVO等终端品牌，具备冲压、注塑、SMT等全产业链技术要素能力。	公司成功自主开发出高功率光纤激光器陶瓷热沉	2026-03-10\|31.13\|6.14\|29.87\|31.96\|29.87\|64660;2026-03-11\|30.20\|-2.99\|31.14\|31.49\|30.09\|47207;2026-03-12\|30.18\|-0.07\|30.00\|30.53\|29.46\|37670;2026-03-13\|29.65\|-1.76\|29.81\|30.50\|29.35\|37156;2026-03-16\|29.52\|-0.44\|29.30\|29.93\|28.78\|29348;2026-03-17\|28.37\|-3.90\|29.80\|29.85\|28.28\|27210;2026-03-18\|29.00\|2.22\|28.86\|29.00\|28.25\|20229;2026-03-19\|28.12\|-3.03\|28.45\|28.52\|27.81\|30816;2026-03-20\|27.05\|-3.81\|28.02\|28.30\|27.01\|28420;2026-03-23\|24.78\|-8.39\|26.86\|26.86\|24.61\|40945;2026-03-24\|26.05\|5.13\|25.56\|26.09\|24.98\|42514;2026-03-25\|28.57\|9.67\|26.49\|29.09\|26.49\|68201;2026-03-26\|26.50\|-7.25\|28.00\|28.00\|26.30\|44774;2026-03-27\|27.01\|1.92\|26.16\|27.08\|25.82\|25742;2026-03-30\|26.82\|-0.70\|26.51\|26.92\|26.17\|20814;2026-03-31\|26.02\|-2.98\|26.78\|26.99\|25.99\|20143;2026-04-01\|26.92\|3.46\|26.92\|27.08\|26.46\|24438;2026-04-02\|26.00\|-3.42\|26.73\|26.90\|25.68\|26179;2026-04-03\|25.17\|-3.19\|26.09\|26.29\|24.93\|29755;2026-04-07\|25.45\|1.11\|25.27\|25.96\|25.27\|20422;2026-04-08\|27.26\|7.11\|26.13\|27.37\|26.07\|32015;2026-04-09\|26.79\|-1.72\|26.99\|27.33\|26.72\|24232;2026-04-10\|26.83\|0.15\|27.10\|27.50\|26.79\|21806;2026-04-13\|26.83\|0.00\|26.72\|27.09\|26.42\|28248;2026-04-14\|27.36\|1.98\|27.15\|27.68\|27.10\|23483;2026-04-15\|28.35\|3.62\|27.38\|30.25\|27.38\|69316;2026-04-16\|29.15\|2.82\|28.07\|29.30\|27.86\|43168;2026-04-17\|29.48\|1.13\|29.17\|29.68\|28.70\|28866;2026-04-20\|29.55\|0.24\|29.69\|30.85\|29.21\|39536;2026-04-21\|29.10\|-1.52\|29.41\|29.60\|28.86\|25328;2026-04-22\|30.15\|3.61\|29.10\|30.30\|28.44\|42832;2026-04-23\|31.10\|3.15\|29.98\|31.44\|29.80\|76126;2026-04-24\|30.82\|-0.90\|30.62\|31.85\|30.11\|45700;2026-04-27\|33.14\|7.53\|30.70\|34.69\|30.53\|80413;2026-04-28\|35.41\|6.85\|32.84\|35.98\|32.84\|97031;2026-04-29\|35.72\|0.88\|35.10\|36.48\|34.12\|87888;2026-04-30\|35.80\|0.22\|35.82\|36.45\|35.40\|48959;2026-05-06\|37.06\|3.52\|35.90\|39.14\|35.90\|76423;2026-05-07\|38.10\|2.81\|37.32\|38.30\|36.58\|42596;2026-05-08\|45.72\|20.00\|37.96\|45.72\|37.69\|152906;2026-05-11\|50.69\|10.87\|46.62\|52.30\|45.77\|183464;2026-05-12\|50.88\|0.37\|49.29\|53.65\|49.29\|140254;2026-05-13\|51.14\|0.51\|50.86\|51.65\|49.41\|80122;2026-05-14\|50.76\|-0.74\|51.80\|54.75\|49.80\|98314;2026-05-15\|48.95\|-3.57\|51.27\|51.57\|48.00\|98107;2026-05-18\|49.26\|0.63\|49.00\|51.85\|48.00\|84550;2026-05-19\|59.11\|20.00\|49.69\|59.11\|49.26\|121589;2026-05-20\|58.23\|-1.49\|61.75\|61.99\|56.00\|133452;2026-05-21\|60.59\|4.05\|58.00\|64.22\|57.40\|145980;2026-05-22\|72.71\|20.00\|63.94\|72.71\|63.94\|147468;2026-05-25\|78.74\|8.29\|80.00\|84.50\|77.59\|166396;2026-05-26\|81.04\|2.92\|75.29\|81.60\|75.23\|128941;2026-05-27\|84.77\|4.60\|77.99\|87.12\|77.00\|122325;2026-05-28\|95.84\|13.06\|83.93\|98.17\|83.00\|128210;2026-05-29\|89.49\|-6.63\|92.00\|96.00\|86.66\|111217;2026-06-01\|82.82\|-7.45\|87.71\|95.13\|82.80\|94491;2026-06-02\|92.10\|11.21\|83.00\|94.30\|82.83\|80086;2026-06-03\|92.25\|0.16\|89.80\|93.93\|85.10\|69162;2026-06-04\|97.68\|5.89\|90.00\|98.77\|88.62\|60739;2026-06-05\|88.84\|-9.05\|95.49\|96.00\|88.83\|67122;2026-06-08\|76.44\|-13.96\|84.98\|85.23\|73.37\|90312;2026-06-09\|91.55\|19.77\|79.90\|91.55\|78.56\|79965;2026-06-10\|88.36\|-3.48\|91.76\|93.88\|85.80\|57026;2026-06-11\|95.20\|7.74\|88.01\|98.96\|86.55\|70709;2026-06-12\|82.00\|-13.87\|90.00\|91.99\|81.11\|83119;2026-06-15\|96.32\|17.46\|83.99\|98.00\|83.99\|80851;2026-06-16\|103.01\|6.95\|100.00\|114.90\|99.30\|84324;2026-06-17\|123.61\|20.00\|105.91\|123.61\|105.91\|72351;2026-06-18\|129.03\|4.38\|120.83\|139.00\|111.01\|72332;2026-06-22\|132.36\|2.58\|125.01\|134.34\|121.50\|53346;2026-06-23\|123.60\|-6.62\|128.20\|129.88\|118.00\|36450;2026-06-24\|128.81\|4.22\|120.99\|129.00\|115.81\|57048;2026-06-25\|144.00\|11.79\|136.00\|150.00\|133.00\|68360;2026-07-01\|130.70\|-9.24\|132.00\|143.99\|123.58\|82546;2026-07-02\|110.89\|-15.16\|115.50\|122.88\|109.00\|45221;2026-07-03\|99.49\|-10.28\|109.14\|110.00\|98.00\|53366;2026-07-06\|95.32\|-4.19\|101.00\|105.80\|94.00\|43965;2026-07-07\|93.36\|-2.06\|95.95\|101.09\|92.00\|37698;2026-07-08\|95.25\|2.02\|95.23\|99.00\|88.17\|33660;2026-07-09\|100.26\|5.26\|97.78\|100.58\|91.00\|47101;2026-07-10\|98.88\|-1.38\|100.28\|103.85\|96.51\|39672;2026-07-13\|83.80\|-15.25\|94.61\|96.32\|79.63\|44601;2026-07-14\|91.52\|9.21\|80.62\|92.00\|79.79\|48624;2026-07-15\|95.88\|4.76\|94.00\|99.99\|90.48\|57998;2026-07-16\|92.42\|-3.61\|90.89\|100.59\|85.03\|40867;2026-07-17\|81.43\|-11.89\|92.29\|92.29\|80.89\|50698
110231	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光纤光缆+卫星导航+华为算力+央企行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2026年2月6日互动易，光纤光缆业务是公司的核心主业，公司具备“棒-纤-缆”全产业链的核心能力，积极布局空芯光纤、保偏光纤、耐辐照光纤等新型光纤光缆产品。 2、据2025年11月24日公司官网，公司为某大型通信星座研制的首批星载路由设备已在轨组网成功，并完成高速相干激光通信终端开发，布局“空-天-地-海”一体化架构。 3、据2025年6月12日互动易，控股子公司长江计算为华为鲲鹏昇腾生态整机伙伴，2024年算力收入规模近60亿，两年复合增速超100%。 4、公司最终控制人为国务院国资委，系光通信领域央企。	公司拟与联通战新基金、湖北省引导基金等共设湖北烽火创业投资基金，围绕光通信、半导体、商业航天等新一代信息技术投资布局	2026-03-10\|57.20\|10.00\|53.00\|57.20\|52.71\|1440117;2026-03-11\|57.03\|-0.30\|58.60\|61.78\|56.66\|1837441;2026-03-12\|55.50\|-2.68\|57.02\|59.59\|55.00\|1035141;2026-03-13\|52.36\|-5.66\|55.00\|56.12\|52.21\|819927;2026-03-16\|51.11\|-2.39\|52.83\|53.30\|50.19\|642043;2026-03-17\|46.77\|-8.49\|51.33\|51.50\|46.55\|919142;2026-03-18\|47.65\|1.88\|47.75\|47.99\|46.30\|883093;2026-03-19\|45.94\|-3.59\|46.10\|47.05\|45.64\|630270;2026-03-20\|44.26\|-3.66\|46.98\|47.40\|44.11\|805156;2026-03-23\|41.96\|-5.20\|44.00\|44.20\|41.58\|739376;2026-03-24\|44.00\|4.86\|42.98\|44.39\|41.80\|938061;2026-03-25\|46.95\|6.70\|45.90\|48.05\|45.78\|1171293;2026-03-26\|45.42\|-3.26\|46.96\|47.75\|45.14\|840486;2026-03-27\|45.98\|1.23\|44.39\|46.94\|43.40\|767473;2026-03-30\|48.80\|6.13\|44.99\|49.80\|44.90\|1076643;2026-03-31\|50.48\|3.44\|47.60\|52.41\|46.50\|1497751;2026-04-01\|48.86\|-3.21\|52.33\|52.38\|48.00\|1137731;2026-04-02\|47.82\|-2.13\|48.19\|50.50\|47.53\|963299;2026-04-03\|49.16\|2.80\|48.81\|50.80\|48.63\|1163345;2026-04-07\|48.81\|-0.71\|48.99\|50.97\|48.25\|844349;2026-04-08\|51.25\|5.00\|50.10\|51.27\|49.41\|1224123;2026-04-09\|54.95\|7.22\|51.20\|54.98\|49.70\|1414581;2026-04-10\|52.40\|-4.64\|54.80\|54.80\|51.70\|1296176;2026-04-13\|50.17\|-4.26\|51.30\|51.70\|48.75\|1035708;2026-04-14\|50.78\|1.22\|50.55\|50.90\|49.28\|873507;2026-04-15\|48.48\|-4.53\|50.70\|51.26\|47.60\|881073;2026-04-16\|48.63\|0.31\|48.00\|49.00\|47.32\|775082;2026-04-17\|49.27\|1.32\|48.20\|49.97\|48.11\|693795;2026-04-20\|52.97\|7.51\|50.60\|53.88\|50.59\|1323371;2026-04-21\|53.05\|0.15\|52.05\|53.41\|51.83\|934379;2026-04-22\|56.26\|6.05\|53.16\|56.87\|53.15\|1267577;2026-04-23\|55.01\|-2.22\|56.00\|57.35\|53.86\|1197110;2026-04-24\|52.26\|-5.00\|54.45\|55.47\|51.26\|995058;2026-04-27\|51.60\|-1.26\|51.05\|53.98\|51.05\|1307618;2026-04-28\|52.30\|1.36\|51.15\|53.96\|49.01\|1217614;2026-04-29\|51.50\|-1.53\|51.31\|52.60\|50.97\|763945;2026-04-30\|46.68\|-9.36\|49.20\|49.97\|46.35\|1521364;2026-05-06\|48.59\|4.09\|47.40\|49.85\|47.40\|1135861;2026-05-07\|51.82\|6.65\|49.81\|51.87\|48.08\|1263580;2026-05-08\|57.00\|10.00\|51.00\|57.00\|51.00\|1398841;2026-05-11\|58.61\|2.82\|60.00\|60.00\|55.60\|1794355;2026-05-12\|59.01\|0.68\|58.61\|60.23\|57.86\|1311401;2026-05-13\|60.82\|3.07\|58.96\|61.68\|58.52\|1318741;2026-05-14\|59.17\|-2.71\|60.81\|62.99\|59.17\|1249748;2026-05-15\|54.29\|-8.25\|59.16\|59.88\|53.59\|1337258;2026-05-18\|56.17\|3.46\|54.94\|57.88\|54.84\|902645;2026-05-19\|56.61\|0.78\|55.70\|56.93\|53.38\|880153;2026-05-20\|58.48\|3.30\|56.60\|60.98\|56.07\|1205909;2026-05-21\|54.04\|-7.59\|58.49\|58.90\|53.80\|1005463;2026-05-22\|55.15\|2.05\|54.50\|56.16\|54.10\|748339;2026-05-25\|54.92\|-0.42\|55.78\|55.78\|53.32\|777235;2026-05-26\|52.00\|-5.32\|54.50\|54.50\|50.90\|737298;2026-05-27\|50.25\|-3.37\|52.00\|53.20\|49.82\|652950;2026-05-28\|50.75\|0.99\|50.00\|51.09\|48.20\|737736;2026-05-29\|51.89\|2.25\|51.00\|52.50\|47.90\|997794;2026-06-01\|47.55\|-8.36\|50.90\|50.96\|47.54\|690429;2026-06-02\|49.50\|4.10\|47.30\|50.41\|46.09\|829606;2026-06-03\|52.02\|5.09\|49.98\|53.48\|49.98\|1156564;2026-06-04\|52.75\|1.40\|51.10\|53.99\|50.98\|987949;2026-06-05\|56.48\|7.07\|52.00\|58.03\|52.00\|2074326;2026-06-08\|54.50\|-3.51\|53.70\|58.08\|52.18\|1605290;2026-06-09\|58.85\|7.98\|56.00\|59.45\|55.48\|1512707;2026-06-10\|55.70\|-5.35\|58.00\|58.70\|54.35\|1176174;2026-06-11\|60.99\|9.50\|55.70\|61.27\|55.70\|2363943;2026-06-12\|63.13\|3.51\|62.50\|66.82\|60.50\|2173422;2026-06-15\|67.83\|7.45\|64.38\|68.50\|62.01\|1627849;2026-06-16\|74.00\|9.10\|68.42\|74.46\|67.00\|1615301;2026-06-17\|76.68\|3.62\|73.00\|79.70\|72.80\|1539012;2026-06-18\|75.31\|-1.79\|76.56\|78.00\|74.14\|1199494;2026-06-22\|82.56\|9.63\|79.00\|82.84\|77.33\|1437052;2026-06-23\|82.75\|0.23\|82.93\|87.58\|81.50\|1355302;2026-06-24\|82.26\|-0.59\|81.00\|84.71\|79.15\|1166334;2026-06-25\|84.69\|2.95\|85.00\|87.40\|81.69\|1035433;2026-06-26\|76.22\|-10.00\|83.90\|83.98\|76.22\|1179315;2026-06-29\|72.07\|-5.44\|75.00\|76.15\|69.96\|1266240;2026-06-30\|73.60\|2.12\|73.80\|74.05\|70.20\|857400;2026-07-01\|69.35\|-5.77\|73.82\|73.96\|68.00\|943288;2026-07-02\|63.72\|-8.12\|65.75\|67.55\|63.15\|789906;2026-07-03\|61.91\|-2.84\|62.82\|64.68\|61.89\|676937;2026-07-06\|57.98\|-6.35\|62.88\|63.10\|56.86\|845078;2026-07-07\|56.93\|-1.81\|58.00\|59.10\|56.03\|633318;2026-07-08\|54.21\|-4.78\|57.84\|58.19\|53.80\|676670;2026-07-09\|56.90\|4.96\|55.00\|56.90\|52.45\|991713;2026-07-10\|56.87\|0.12\|57.05\|61.27\|56.27\|1562923;2026-07-13\|51.18\|-10.01\|56.10\|56.10\|51.18\|736146;2026-07-14\|50.34\|-1.64\|49.85\|51.51\|46.70\|1115439;2026-07-15\|47.56\|-5.52\|50.97\|51.60\|47.50\|765884;2026-07-16\|44.00\|-7.49\|46.15\|47.63\|43.51\|790331;2026-07-17\|39.60\|-10.00\|44.00\|44.10\|39.60\|777392
110230	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光纤+电缆+实控人中国华能+央企行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2026年5月6日互动易，公司目前以电线电缆生产、产业园开发及综合资产运营为主业。2025年，光缆收入占电缆收入的比例为3.83%。据2026年4月24日互动易，控股子公司鲁能泰山曲阜电缆有限公司现生产的光缆产品主要为光纤复合架空地线、全介质自承式光缆、常规层绞式通信光缆、矿用光缆等产品, 其光缆产品可以应用到光通讯以及算力服务相关产业。 2、据2026年4月29日年报，公司以电线电缆生产、产业园开发及综合资产运营为主业，电缆产品涵盖电力电缆、通信光缆、矿用电缆等，深度参与光伏发电系统用直流电缆等行业标准制定。 3、公司实控人为中国华能集团有限公司，最终控制人为国务院国资委。	控股子公司曲阜电缆主要从事电线电缆、光纤光缆、电力光缆等产品的研发、制造与销售	2026-03-10\|4.46\|5.44\|4.29\|4.65\|4.19\|1658383;2026-03-11\|4.40\|-1.35\|4.60\|4.63\|4.30\|1237917;2026-03-12\|4.32\|-1.82\|4.38\|4.55\|4.31\|872779;2026-03-13\|4.16\|-3.70\|4.28\|4.33\|4.14\|699055;2026-03-16\|4.06\|-2.40\|4.19\|4.20\|4.03\|468684;2026-03-17\|3.99\|-1.72\|4.06\|4.15\|3.97\|412457;2026-03-18\|4.01\|0.50\|3.99\|4.14\|3.97\|431237;2026-03-19\|3.96\|-1.25\|3.97\|4.05\|3.91\|372204;2026-03-20\|3.93\|-0.76\|3.96\|4.23\|3.88\|660844;2026-03-23\|3.76\|-4.33\|3.85\|3.96\|3.71\|553814;2026-03-24\|4.14\|10.11\|4.14\|4.14\|4.14\|259138;2026-03-25\|4.55\|9.90\|4.55\|4.55\|4.55\|179583;2026-03-26\|5.01\|10.11\|5.01\|5.01\|5.01\|211712;2026-03-27\|5.51\|9.98\|5.43\|5.51\|5.42\|1337279;2026-03-30\|4.96\|-9.98\|5.50\|5.79\|4.96\|3044760;2026-03-31\|5.46\|10.08\|4.60\|5.46\|4.59\|1937267;2026-04-01\|4.91\|-10.07\|5.30\|5.39\|4.91\|2181044;2026-04-02\|5.40\|9.98\|4.87\|5.40\|4.66\|2578249;2026-04-03\|5.94\|10.00\|5.62\|5.94\|5.32\|2946568;2026-04-07\|6.53\|9.93\|6.50\|6.53\|6.35\|762746;2026-04-08\|6.70\|2.60\|6.95\|7.18\|6.39\|4368996;2026-04-09\|6.03\|-10.00\|6.50\|6.50\|6.03\|3379326;2026-04-10\|5.43\|-9.95\|5.80\|6.03\|5.43\|2436455;2026-04-13\|5.37\|-1.10\|5.21\|5.49\|5.00\|2077355;2026-04-14\|5.15\|-4.10\|5.35\|5.35\|5.07\|1790820;2026-04-15\|4.97\|-3.50\|5.15\|5.27\|4.91\|1647825;2026-04-16\|4.99\|0.40\|4.90\|5.05\|4.81\|1233822;2026-04-17\|4.74\|-5.01\|4.96\|5.01\|4.72\|1437802;2026-04-20\|4.96\|4.64\|4.83\|5.05\|4.80\|1684208;2026-04-21\|4.94\|-0.40\|4.86\|5.07\|4.70\|1501979;2026-04-22\|5.03\|1.82\|4.86\|5.11\|4.83\|1576902;2026-04-23\|4.87\|-3.18\|4.99\|5.09\|4.80\|1261759;2026-04-24\|4.68\|-3.90\|4.80\|4.90\|4.66\|921964;2026-04-27\|4.62\|-1.28\|4.66\|4.66\|4.49\|664911;2026-04-28\|4.51\|-2.38\|4.60\|4.60\|4.46\|636041;2026-04-29\|4.61\|2.22\|4.46\|4.68\|4.43\|674962;2026-04-30\|4.54\|-1.52\|4.65\|4.67\|4.48\|522962;2026-05-06\|4.70\|3.52\|4.60\|4.71\|4.57\|663557;2026-05-07\|5.17\|10.00\|4.91\|5.17\|4.91\|516500;2026-05-08\|5.69\|10.06\|5.43\|5.69\|5.30\|3026117;2026-05-11\|5.83\|2.46\|5.77\|6.03\|5.60\|3240230;2026-05-12\|5.69\|-2.40\|5.61\|6.10\|5.50\|2616334;2026-05-13\|6.26\|10.02\|5.56\|6.26\|5.56\|1222840;2026-05-14\|5.83\|-6.87\|6.26\|6.27\|5.81\|2452831;2026-05-15\|5.51\|-5.49\|5.75\|5.81\|5.44\|1621162;2026-05-18\|5.43\|-1.45\|5.64\|5.68\|5.36\|996503;2026-05-19\|5.34\|-1.66\|5.41\|5.43\|5.21\|814544;2026-05-20\|5.16\|-3.37\|5.31\|5.33\|5.01\|831582;2026-05-21\|4.90\|-5.04\|5.16\|5.24\|4.88\|734790;2026-05-22\|4.99\|1.84\|4.94\|5.03\|4.81\|554049;2026-05-25\|4.94\|-1.00\|5.00\|5.17\|4.90\|624252;2026-05-26\|4.71\|-4.66\|4.90\|4.94\|4.63\|677671;2026-05-27\|4.61\|-2.12\|4.65\|4.75\|4.55\|525905;2026-05-28\|5.07\|9.98\|4.64\|5.07\|4.64\|463902;2026-05-29\|5.28\|4.14\|5.20\|5.45\|4.92\|2268683;2026-06-01\|5.11\|-3.22\|5.06\|5.27\|4.84\|1351310;2026-06-02\|5.41\|5.87\|5.10\|5.42\|4.90\|1757642;2026-06-03\|5.49\|1.48\|5.36\|5.55\|5.25\|1703785;2026-06-04\|5.18\|-5.65\|5.33\|5.34\|5.13\|1098882;2026-06-05\|5.16\|-0.39\|5.08\|5.53\|5.06\|1049122;2026-06-08\|4.76\|-7.75\|4.80\|4.95\|4.65\|988661;2026-06-09\|4.66\|-2.10\|4.85\|4.87\|4.50\|789270;2026-06-10\|4.37\|-6.22\|4.60\|4.61\|4.31\|779982;2026-06-11\|4.22\|-3.43\|4.31\|4.35\|4.19\|523827;2026-06-12\|4.14\|-1.90\|4.27\|4.32\|4.07\|521482;2026-06-15\|4.25\|2.66\|4.20\|4.33\|4.17\|624775;2026-06-16\|4.41\|3.76\|4.25\|4.47\|4.14\|665517;2026-06-17\|4.29\|-2.72\|4.37\|4.44\|4.28\|485579;2026-06-18\|4.04\|-5.83\|4.25\|4.25\|4.04\|582933;2026-06-22\|4.07\|0.74\|4.12\|4.13\|3.96\|487747;2026-06-23\|4.10\|0.74\|4.03\|4.19\|3.99\|470724;2026-06-24\|3.94\|-3.90\|4.04\|4.06\|3.81\|562096;2026-06-25\|3.84\|-2.54\|3.93\|3.96\|3.80\|399449;2026-06-26\|3.68\|-4.17\|3.89\|3.89\|3.68\|451224;2026-06-29\|3.65\|-0.82\|3.62\|3.78\|3.58\|335550;2026-06-30\|3.69\|1.10\|3.65\|3.73\|3.58\|312267;2026-07-01\|3.68\|-0.27\|3.67\|3.74\|3.62\|343473;2026-07-02\|3.61\|-1.90\|3.66\|3.73\|3.60\|357123;2026-07-03\|3.58\|-0.83\|3.61\|3.66\|3.56\|286050;2026-07-06\|3.43\|-4.19\|3.60\|3.61\|3.40\|348675;2026-07-07\|3.32\|-3.21\|3.42\|3.46\|3.28\|332048;2026-07-08\|3.26\|-1.81\|3.32\|3.33\|3.22\|269913;2026-07-09\|3.29\|0.92\|3.23\|3.43\|3.20\|416529;2026-07-10\|3.35\|1.82\|3.28\|3.44\|3.25\|397674;2026-07-13\|3.11\|-7.16\|3.35\|3.35\|3.08\|381696;2026-07-14\|3.19\|2.57\|3.08\|3.19\|3.04\|307523;2026-07-15\|3.24\|1.57\|3.19\|3.36\|3.15\|376472;2026-07-16\|3.21\|-0.93\|3.20\|3.29\|3.17\|249914;2026-07-17\|3.05\|-4.98\|3.17\|3.22\|3.00\|332978
110229	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光通信+光学晶体+中科院行业原因：据财闻，全球光纤价格涨势已从中国市场向欧美蔓延。数据显示，中国G652.D裸光纤现货价格在2026年3月达到每光纤千米83.40元人民币(约合12.07美元)，较2026年1月环比大涨165%，同比涨幅高达418%。与此同时，欧洲市场同类产品价格亦较1月环比上涨136%。公司原因： 1、据2025年4月29日年报，公司是全球最大LBO、BBO晶体及其元器件生产商，市占率全球第一，并为激光客户提供“晶体+光学元件+激光器件”一站式光电服务。 2、据2025年半年报，公司通讯光学元件为光通信网络ROADM节点核心器件WSS提供衍射光栅、PBS、波片等关键元件，处于光通信产业链上游。 3、据2026年3月29日互动易，公司具备钒酸钇晶体批量生产能力，现阶段以生产掺杂钒酸钇为主。 4、据2025年4月29日年报，公司控股股东为中国科学院福建物质结构研究所，最终控制人为中国科学院。	公司具有磁光晶体到法拉第旋光片全制程能力。光隔离器基于法拉第磁光效应，有效提高激光系统的稳定性和输出功率，主要应用于光纤通信、光信息处理系统和精密光学测量系统中	2026-03-10\|64.70\|4.42\|63.49\|64.88\|62.75\|158195;2026-03-11\|63.62\|-1.67\|64.73\|66.72\|63.50\|140564;2026-03-12\|62.22\|-2.20\|63.13\|64.34\|61.00\|107634;2026-03-13\|62.75\|0.85\|61.39\|63.70\|61.06\|105179;2026-03-16\|64.40\|2.63\|62.53\|64.79\|61.70\|151291;2026-03-17\|60.14\|-6.61\|64.41\|64.80\|59.95\|170355;2026-03-18\|60.93\|1.31\|60.71\|60.98\|59.35\|123314;2026-03-19\|59.69\|-2.04\|60.10\|60.86\|59.30\|88927;2026-03-20\|60.79\|1.84\|60.50\|64.31\|60.50\|205967;2026-03-23\|58.90\|-3.11\|59.72\|61.85\|58.31\|156814;2026-03-24\|64.79\|10.00\|60.36\|64.79\|59.53\|277271;2026-03-25\|67.35\|3.95\|69.94\|70.10\|65.90\|426715;2026-03-26\|65.34\|-2.98\|66.81\|68.40\|65.06\|215320;2026-03-27\|65.40\|0.09\|63.54\|66.97\|62.50\|217825;2026-03-30\|71.94\|10.00\|66.92\|71.94\|66.90\|411744;2026-03-31\|68.02\|-5.45\|70.72\|71.00\|67.70\|366095;2026-04-01\|66.78\|-1.82\|70.33\|70.40\|64.00\|439541;2026-04-02\|68.60\|2.73\|67.10\|73.40\|66.18\|469513;2026-04-03\|75.46\|10.00\|70.31\|75.46\|70.30\|488590;2026-04-07\|79.51\|5.37\|75.47\|80.59\|73.80\|598962;2026-04-08\|81.09\|1.99\|80.58\|81.24\|78.01\|578705;2026-04-09\|81.69\|0.74\|78.18\|83.50\|78.00\|467177;2026-04-10\|85.48\|4.64\|81.74\|86.99\|81.73\|453801;2026-04-13\|86.40\|1.08\|84.59\|87.86\|83.56\|328048;2026-04-14\|85.52\|-1.02\|85.80\|87.50\|83.83\|325624;2026-04-15\|83.56\|-2.29\|85.54\|86.05\|82.17\|294210;2026-04-16\|85.58\|2.42\|83.50\|87.88\|82.36\|267527;2026-04-17\|90.68\|5.96\|86.85\|91.98\|86.85\|328547;2026-04-20\|91.72\|1.15\|90.33\|94.07\|89.57\|260859;2026-04-21\|93.52\|1.96\|89.61\|95.59\|89.00\|254644;2026-04-22\|98.34\|5.15\|93.36\|100.60\|93.36\|362829;2026-04-23\|92.20\|-6.24\|97.89\|99.00\|90.03\|439593;2026-04-24\|89.25\|-3.20\|91.80\|95.60\|87.60\|391009;2026-04-27\|87.91\|-1.50\|89.30\|91.28\|87.40\|350932;2026-04-28\|85.60\|-2.63\|87.00\|88.59\|85.00\|279038;2026-04-29\|86.99\|1.62\|85.46\|89.37\|85.46\|324228;2026-04-30\|86.82\|-0.20\|89.81\|90.89\|85.70\|315107;2026-05-06\|92.66\|6.73\|89.01\|95.45\|86.57\|486582;2026-05-07\|98.40\|6.19\|92.66\|100.45\|90.50\|453325;2026-05-08\|108.24\|10.00\|95.90\|108.24\|94.02\|575045;2026-05-11\|108.69\|0.42\|114.00\|114.00\|104.32\|668102;2026-05-12\|113.36\|4.30\|110.94\|117.55\|104.28\|681292;2026-05-13\|116.32\|2.61\|108.05\|118.99\|108.05\|507447;2026-05-14\|113.76\|-2.20\|115.74\|124.60\|113.13\|435460;2026-05-15\|105.82\|-6.98\|112.74\|117.00\|104.29\|477666;2026-05-18\|104.73\|-1.03\|103.00\|108.50\|103.00\|343810;2026-05-19\|105.45\|0.69\|103.15\|105.88\|98.31\|345103;2026-05-20\|108.10\|2.51\|104.99\|110.94\|101.30\|420153;2026-05-21\|100.58\|-6.96\|108.99\|109.84\|100.00\|472381;2026-05-22\|105.56\|4.95\|100.58\|107.00\|98.90\|456558;2026-05-25\|111.89\|6.00\|109.00\|114.00\|106.91\|520713;2026-05-26\|104.00\|-7.05\|111.00\|112.83\|102.20\|409902;2026-05-27\|100.25\|-3.61\|102.20\|106.27\|98.67\|389477;2026-05-28\|107.84\|7.57\|102.02\|108.63\|99.52\|478115;2026-05-29\|100.56\|-6.75\|110.00\|110.65\|99.80\|419933;2026-06-01\|91.34\|-9.17\|99.51\|100.36\|91.00\|397464;2026-06-02\|93.65\|2.53\|92.98\|95.05\|89.26\|308214;2026-06-03\|99.00\|5.71\|95.52\|103.02\|95.52\|461236;2026-06-04\|97.20\|-1.82\|95.81\|98.66\|95.51\|295109;2026-06-05\|94.40\|-2.88\|96.30\|100.00\|93.79\|295036;2026-06-08\|86.50\|-8.37\|88.08\|90.86\|85.98\|324352;2026-06-09\|90.92\|5.11\|88.20\|91.20\|87.23\|264678;2026-06-10\|88.03\|-3.18\|89.35\|90.06\|86.78\|204341;2026-06-11\|90.72\|3.06\|87.88\|92.83\|87.88\|287793;2026-06-12\|90.38\|-0.37\|93.98\|93.99\|89.28\|258112;2026-06-15\|96.29\|6.54\|91.00\|96.47\|90.08\|352128;2026-06-16\|100.10\|3.96\|96.29\|101.72\|95.03\|422645;2026-06-17\|104.47\|4.37\|97.87\|104.73\|97.45\|444401;2026-06-18\|103.00\|-1.41\|102.44\|103.58\|100.88\|364855;2026-06-22\|101.52\|-1.44\|103.36\|108.15\|99.62\|443055;2026-06-23\|93.00\|-8.39\|100.00\|100.00\|91.37\|450440;2026-06-24\|95.02\|2.17\|90.96\|96.25\|90.71\|300653;2026-06-25\|98.31\|3.46\|96.00\|99.50\|93.00\|383172;2026-06-26\|90.18\|-8.27\|96.15\|96.19\|90.12\|340177;2026-06-29\|84.70\|-6.08\|88.83\|92.20\|82.82\|319482;2026-06-30\|92.28\|8.95\|85.40\|93.00\|83.77\|354486;2026-07-01\|87.19\|-5.52\|92.00\|92.16\|86.38\|280550;2026-07-02\|85.15\|-2.34\|84.80\|88.76\|82.85\|222406;2026-07-03\|82.30\|-3.35\|84.28\|85.86\|82.18\|211060;2026-07-06\|80.51\|-2.17\|84.50\|84.59\|78.10\|220183;2026-07-07\|76.66\|-4.78\|80.00\|80.31\|75.01\|274821;2026-07-08\|76.40\|-0.21\|77.25\|79.30\|73.90\|235077;2026-07-09\|81.37\|6.51\|77.92\|81.77\|74.02\|299438;2026-07-10\|77.45\|-4.82\|81.57\|84.50\|77.44\|277798;2026-07-13\|71.09\|-8.21\|77.00\|77.65\|70.80\|249375;2026-07-14\|73.12\|2.86\|72.00\|73.73\|68.77\|275315;2026-07-15\|69.81\|-4.53\|73.68\|74.35\|69.21\|194670;2026-07-16\|65.93\|-5.56\|68.58\|70.29\|65.31\|226505;2026-07-17\|60.05\|-8.92\|66.12\|66.48\|59.34\|287552
110228	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-03-10\|22.46\|1.81\|22.33\|22.88\|22.06\|333213;2026-03-11\|22.90\|1.96\|22.63\|24.05\|22.51\|385845;2026-03-12\|23.05\|0.66\|22.80\|23.20\|22.11\|317973;2026-03-13\|23.01\|-0.17\|22.38\|24.00\|22.19\|321033;2026-03-16\|25.31\|10.00\|23.60\|25.31\|23.60\|461949;2026-03-17\|22.85\|-9.72\|25.97\|26.06\|22.80\|621350;2026-03-18\|24.05\|5.25\|23.35\|24.18\|23.30\|438714;2026-03-19\|24.00\|-0.21\|23.95\|24.80\|23.50\|371866;2026-03-20\|23.08\|-3.83\|24.49\|24.50\|23.00\|366930;2026-03-23\|23.78\|3.03\|22.44\|25.00\|22.07\|568195;2026-03-24\|25.65\|7.86\|25.46\|26.16\|24.64\|776599;2026-03-25\|25.38\|-1.05\|26.00\|26.50\|24.90\|626641;2026-03-26\|23.81\|-6.19\|24.76\|25.27\|23.76\|398603;2026-03-27\|26.19\|10.00\|23.27\|26.19\|23.27\|417172;2026-03-30\|26.85\|2.52\|26.03\|26.96\|25.61\|597899;2026-03-31\|25.92\|-3.46\|26.34\|26.83\|25.61\|411319;2026-04-01\|26.30\|1.47\|26.85\|27.36\|25.15\|564761;2026-04-02\|24.81\|-5.67\|26.30\|26.78\|24.71\|460479;2026-04-03\|25.23\|1.69\|25.43\|26.30\|24.42\|451317;2026-04-07\|24.24\|-3.92\|25.35\|25.65\|23.78\|405185;2026-04-08\|26.19\|8.04\|24.99\|26.66\|24.86\|634382;2026-04-09\|25.39\|-3.05\|25.93\|26.20\|25.35\|373501;2026-04-10\|25.58\|0.75\|25.70\|26.66\|25.29\|366360;2026-04-13\|28.14\|10.01\|25.40\|28.14\|25.40\|423352;2026-04-14\|27.91\|-0.82\|28.58\|28.78\|27.62\|550036;2026-04-15\|27.15\|-2.72\|27.91\|28.21\|27.01\|366730;2026-04-16\|27.43\|1.03\|27.16\|28.19\|26.80\|407082;2026-04-17\|30.17\|9.99\|28.11\|30.17\|27.50\|628356;2026-04-20\|31.52\|4.47\|30.92\|32.58\|30.57\|664169;2026-04-21\|34.67\|9.99\|31.44\|34.67\|30.95\|477065;2026-04-22\|35.52\|2.45\|35.00\|36.30\|32.80\|777700;2026-04-23\|37.00\|4.17\|36.00\|37.55\|35.40\|812623;2026-04-24\|39.81\|7.59\|37.30\|40.70\|37.25\|927225;2026-04-27\|38.93\|-2.21\|40.91\|43.00\|38.30\|868378;2026-04-28\|36.20\|-7.01\|39.00\|39.20\|35.68\|671055;2026-04-29\|39.82\|10.00\|35.88\|39.82\|35.01\|681475;2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619;2026-07-14\|43.04\|2.70\|41.00\|43.40\|39.67\|418853;2026-07-15\|40.35\|-6.25\|43.79\|44.29\|40.10\|281613;2026-07-16\|37.80\|-6.32\|39.52\|40.68\|37.00\|304805;2026-07-17\|34.02\|-10.00\|37.80\|38.38\|34.02\|370355
110227	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	参股长飞光纤+商业航天+国企行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月2日互动易，公司研发了宽带低轨卫星星座网络控制系统、低轨星座地面测运控软件系统、一体化信关站等产品，为卫星网络建设运营等客户提供解决方案。 2、据2026年6月6日公告，截至2026年3月31日，公司持有长飞光纤1.188亿股内资股，持股比例14.35%，并委派2名董事参与其决策，对长飞光纤施加重大影响。 3、据2025年年报及公开信息，公司聚焦智慧应急与智慧城市应用，其控股股东为电信科学技术第一研究所有限公司，最终控制人为国务院国有资产监督管理委员会。	1、参股公司长飞光纤是世界领先的光纤预制棒、光纤及光缆供应商之一； 2、低轨卫星通信是公司重点开拓的新行业之一，公司背靠中国信科，其在星地融合标准制定上发挥了突出的贡献，自R18开始首次实现中国在3GPPNTN的标准立项，目前已累计牵头16项，是全球牵头卫星NTN立项最多的公司	2026-03-10\|43.76\|10.01\|40.25\|43.76\|40.16\|203909;2026-03-11\|44.86\|2.51\|45.10\|48.10\|44.68\|296457;2026-03-12\|43.95\|-2.03\|44.50\|46.88\|43.37\|205553;2026-03-13\|42.13\|-4.14\|43.50\|44.38\|42.03\|142021;2026-03-16\|40.98\|-2.73\|41.97\|42.69\|40.50\|111588;2026-03-17\|37.94\|-7.42\|41.06\|41.30\|37.78\|148718;2026-03-18\|39.19\|3.29\|38.47\|39.30\|38.01\|103835;2026-03-19\|37.80\|-3.55\|38.33\|38.75\|37.61\|80262;2026-03-20\|36.90\|-2.38\|39.00\|39.95\|36.80\|160631;2026-03-23\|34.88\|-5.47\|35.88\|37.16\|34.40\|114787;2026-03-24\|36.35\|4.21\|35.80\|36.64\|34.51\|137166;2026-03-25\|39.99\|10.01\|37.50\|39.99\|37.41\|218888;2026-03-26\|39.80\|-0.48\|40.32\|40.67\|39.20\|161123;2026-03-27\|39.30\|-1.26\|38.62\|39.90\|37.77\|120376;2026-03-30\|43.23\|10.00\|38.68\|43.23\|38.59\|191921;2026-03-31\|43.13\|-0.23\|42.90\|44.40\|42.50\|232888;2026-04-01\|42.56\|-1.32\|44.48\|44.60\|42.10\|163559;2026-04-02\|42.87\|0.73\|42.17\|44.75\|42.11\|219577;2026-04-03\|43.30\|1.00\|43.73\|44.85\|42.87\|230960;2026-04-07\|43.46\|0.37\|43.33\|44.60\|42.97\|152104;2026-04-08\|44.93\|3.38\|44.50\|45.08\|43.80\|232544;2026-04-09\|49.42\|9.99\|44.30\|49.42\|44.30\|240379;2026-04-10\|54.36\|10.00\|53.28\|54.36\|52.52\|258492;2026-04-13\|55.00\|1.18\|55.00\|57.08\|53.21\|447642;2026-04-14\|52.25\|-5.00\|54.38\|54.58\|51.50\|318977;2026-04-15\|49.66\|-4.96\|51.51\|52.11\|49.32\|266793;2026-04-16\|51.07\|2.84\|48.98\|51.89\|48.40\|281261;2026-04-17\|50.64\|-0.84\|51.30\|51.39\|49.70\|216159;2026-04-20\|53.13\|4.92\|51.15\|53.99\|50.40\|327344;2026-04-21\|51.95\|-2.22\|51.31\|52.48\|49.87\|214028;2026-04-22\|54.20\|4.33\|51.94\|55.27\|51.94\|261754;2026-04-23\|51.81\|-4.41\|53.98\|54.97\|51.30\|201245;2026-04-24\|50.40\|-2.72\|51.30\|51.78\|49.13\|128600;2026-04-27\|52.17\|3.51\|50.55\|53.46\|50.55\|144542;2026-04-28\|52.53\|0.69\|52.16\|54.00\|50.57\|163818;2026-04-29\|51.74\|-1.50\|51.55\|53.90\|51.55\|128962;2026-04-30\|48.66\|-5.95\|50.00\|50.56\|47.00\|228728;2026-05-06\|48.99\|0.68\|49.20\|50.66\|48.96\|152940;2026-05-07\|52.23\|6.61\|51.00\|52.86\|49.30\|210100;2026-05-08\|57.45\|9.99\|50.75\|57.45\|50.11\|231222;2026-05-11\|57.97\|0.91\|60.11\|60.11\|56.30\|273787;2026-05-12\|59.20\|2.12\|58.54\|61.68\|57.98\|297833;2026-05-13\|59.80\|1.01\|57.21\|61.50\|57.20\|175883;2026-05-14\|59.00\|-1.34\|59.80\|61.25\|58.50\|164796;2026-05-15\|55.09\|-6.63\|58.51\|61.38\|54.00\|214451;2026-05-18\|55.32\|0.42\|55.01\|57.32\|54.70\|137720;2026-05-19\|55.00\|-0.58\|54.50\|55.24\|52.50\|125235;2026-05-20\|55.43\|0.78\|55.00\|56.80\|53.86\|125578;2026-05-21\|51.02\|-7.96\|55.45\|55.55\|50.95\|145916;2026-05-22\|52.31\|2.53\|51.60\|52.79\|50.82\|94204;2026-05-25\|52.17\|-0.27\|53.00\|53.30\|50.80\|90736;2026-05-26\|49.78\|-4.58\|51.82\|51.89\|48.56\|112058;2026-05-27\|49.04\|-1.49\|49.61\|50.40\|48.62\|79283;2026-05-28\|49.46\|0.86\|48.33\|49.50\|47.14\|96393;2026-05-29\|49.25\|-0.42\|49.01\|51.10\|47.26\|145491;2026-06-01\|47.03\|-4.51\|50.13\|50.72\|46.80\|119755;2026-06-02\|51.73\|9.99\|47.97\|51.73\|47.08\|153791;2026-06-03\|53.65\|3.71\|52.80\|56.00\|52.55\|238217;2026-06-04\|54.24\|1.10\|53.07\|54.70\|52.52\|170306;2026-06-05\|55.99\|3.23\|53.99\|57.22\|53.45\|214629;2026-06-08\|53.50\|-4.45\|51.99\|56.67\|50.39\|165426;2026-06-09\|58.85\|10.00\|54.95\|58.85\|54.08\|247167;2026-06-10\|57.64\|-2.06\|58.00\|60.15\|56.00\|237289;2026-06-11\|57.01\|-1.09\|57.00\|58.88\|55.61\|174941;2026-06-12\|57.47\|0.81\|57.71\|62.50\|56.97\|295816;2026-06-15\|59.77\|4.00\|57.47\|60.24\|55.54\|223797;2026-06-16\|63.70\|6.58\|58.80\|64.77\|58.54\|252666;2026-06-17\|60.53\|-4.98\|62.00\|64.60\|59.89\|225148;2026-06-18\|64.78\|7.02\|59.60\|65.65\|58.54\|241541;2026-06-22\|71.26\|10.00\|66.50\|71.26\|64.98\|218225;2026-06-23\|73.00\|2.44\|72.60\|76.55\|70.18\|271010;2026-06-24\|71.14\|-2.55\|70.21\|73.89\|69.95\|199345;2026-06-25\|72.62\|2.08\|72.73\|72.88\|69.13\|204787;2026-06-26\|65.36\|-10.00\|71.49\|71.64\|65.36\|215132;2026-06-29\|62.78\|-3.95\|65.76\|66.00\|60.60\|163822;2026-06-30\|65.51\|4.35\|63.85\|67.18\|62.68\|129042;2026-07-01\|62.36\|-4.81\|65.00\|65.59\|61.27\|141134;2026-07-02\|58.87\|-5.60\|59.42\|62.30\|58.52\|115584;2026-07-03\|58.88\|0.02\|58.50\|60.46\|57.86\|91857;2026-07-06\|56.68\|-3.74\|60.65\|62.50\|54.50\|134803;2026-07-07\|56.70\|0.04\|56.67\|58.63\|55.55\|116047;2026-07-08\|57.20\|0.88\|57.17\|59.46\|56.47\|144690;2026-07-09\|59.45\|3.93\|57.75\|59.58\|54.70\|158938;2026-07-10\|61.88\|4.09\|60.95\|64.18\|59.43\|208702;2026-07-13\|55.69\|-10.00\|60.20\|60.34\|55.69\|110696;2026-07-14\|55.00\|-1.24\|54.50\|55.48\|50.72\|130859;2026-07-15\|56.49\|2.71\|57.64\|59.20\|56.00\|154783;2026-07-16\|51.65\|-8.57\|53.22\|54.63\|51.12\|122515;2026-07-17\|46.39\|-9.99\|49.89\|50.96\|46.39\|136150
110226	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	铜铁共烧电感+800G光模块+CPO 行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月3日互动易，公司新品铜铁共烧电感正成为GPU、自动驾驶等高端领域的首选方案；据2026年6月1日投资者关系活动记录表，公司重点供应TLVR电感、一体成型电感等产品，可为xPU芯片等提供整套电源方案，已服务多家全球头部企业。 2、据2026年6月23日互动易，公司800G LPO光模块的ODM定制开发已实现小批量出货，客户验证与批量导入有序开展；公司面向CPO/NPO应用场景的ELSFP光源已完成前期方案设计，正处于样品投料加工阶段。 3、据2026年6月1日机构调研，公司2026年一季度营收约4.85亿元，同比上升34.94%，归母净利润亏损同比收窄51.33%，经营基本面改善。	1、通信磁性元器件研发生产企业；公司光模块以PON光模块和数据中心光模块为主，主要应用于数通市场和电信市场两大领域；一季度业绩同比减亏； 2、公司研发出图腾柱无桥电路PFC电感-4KW，并与半导体供应商Innoscience（英诺赛科公司）芯片系列搭配使用开发	2026-03-10\|21.54\|6.42\|20.59\|21.81\|20.59\|153132;2026-03-11\|22.01\|2.18\|21.56\|22.49\|21.56\|184348;2026-03-12\|22.02\|0.05\|21.92\|22.66\|21.80\|137407;2026-03-13\|22.08\|0.27\|21.83\|22.76\|21.49\|157090;2026-03-16\|22.41\|1.49\|21.95\|22.48\|21.86\|114974;2026-03-17\|20.98\|-6.38\|22.41\|22.48\|20.92\|122470;2026-03-18\|21.78\|3.81\|21.31\|21.81\|20.82\|110390;2026-03-19\|23.96\|10.01\|21.70\|23.96\|21.30\|396678;2026-03-20\|24.55\|2.46\|26.36\|26.36\|24.40\|864324;2026-03-23\|22.79\|-7.17\|23.00\|24.11\|22.59\|647182;2026-03-24\|23.59\|3.51\|23.00\|23.67\|22.44\|543620;2026-03-25\|25.95\|10.00\|25.95\|25.95\|25.95\|71741;2026-03-26\|28.55\|10.02\|28.00\|28.55\|27.51\|278134;2026-03-27\|27.94\|-2.14\|28.40\|29.63\|26.58\|863743;2026-03-30\|28.78\|3.01\|27.01\|29.30\|27.01\|612863;2026-03-31\|26.16\|-9.10\|26.61\|27.97\|25.90\|581274;2026-04-01\|28.78\|10.02\|28.75\|28.78\|28.75\|160144;2026-04-02\|27.64\|-3.96\|28.80\|29.87\|27.10\|586743;2026-04-03\|27.00\|-2.32\|27.75\|28.77\|26.89\|582415;2026-04-07\|26.70\|-1.11\|26.73\|27.98\|26.22\|522562;2026-04-08\|29.37\|10.00\|29.37\|29.37\|28.18\|443898;2026-04-09\|28.83\|-1.84\|29.91\|30.79\|28.13\|731807;2026-04-10\|28.07\|-2.64\|28.33\|29.15\|27.80\|458112;2026-04-13\|30.88\|10.01\|27.50\|30.88\|27.35\|598348;2026-04-14\|30.29\|-1.91\|30.62\|31.95\|29.98\|668234;2026-04-15\|29.80\|-1.62\|30.06\|31.50\|29.65\|461073;2026-04-16\|30.62\|2.75\|29.82\|30.70\|28.94\|541303;2026-04-17\|30.38\|-0.78\|30.07\|31.71\|29.81\|531781;2026-04-20\|30.20\|-0.59\|29.50\|30.80\|29.40\|406611;2026-04-21\|29.30\|-2.98\|29.50\|29.51\|27.97\|392423;2026-04-22\|29.50\|0.68\|28.86\|30.08\|28.30\|372174;2026-04-23\|27.02\|-8.41\|29.20\|29.52\|26.62\|450161;2026-04-24\|26.01\|-3.74\|26.52\|27.01\|25.77\|297453;2026-04-27\|28.61\|10.00\|28.50\|28.61\|28.50\|153318;2026-04-28\|31.47\|10.00\|29.65\|31.47\|29.18\|323800;2026-04-29\|30.99\|-1.53\|31.50\|32.34\|30.82\|651604;2026-04-30\|30.39\|-1.94\|31.30\|31.75\|30.18\|342415;2026-05-06\|31.79\|4.61\|30.87\|32.20\|30.60\|392558;2026-05-07\|32.89\|3.46\|31.81\|33.20\|31.56\|404188;2026-05-08\|36.18\|10.00\|32.78\|36.18\|32.48\|211554;2026-05-11\|38.00\|5.03\|38.10\|39.79\|35.21\|750269;2026-05-12\|37.18\|-2.16\|38.23\|39.50\|36.74\|606809;2026-05-13\|39.95\|7.45\|36.88\|40.90\|36.48\|614547;2026-05-14\|39.12\|-2.08\|39.99\|40.80\|38.87\|435304;2026-05-15\|39.60\|1.23\|38.66\|43.03\|38.66\|554073;2026-05-18\|38.77\|-2.10\|38.68\|39.48\|37.81\|414599;2026-05-19\|38.31\|-1.19\|38.17\|38.94\|36.60\|359845;2026-05-20\|38.31\|0.00\|37.90\|39.10\|37.80\|308595;2026-05-21\|35.77\|-6.63\|38.49\|38.50\|35.00\|338502;2026-05-22\|35.95\|0.50\|36.30\|36.88\|35.85\|236721;2026-05-25\|36.64\|1.92\|36.20\|36.86\|35.13\|294992;2026-05-26\|34.73\|-5.21\|36.06\|36.58\|34.26\|260947;2026-05-27\|33.71\|-2.94\|35.03\|35.31\|33.03\|218293;2026-05-28\|34.95\|3.68\|33.56\|35.06\|33.47\|218049;2026-05-29\|33.31\|-4.69\|34.96\|35.36\|32.79\|201092;2026-06-01\|31.62\|-5.07\|32.73\|33.29\|31.23\|229004;2026-06-02\|32.05\|1.36\|31.72\|32.60\|30.48\|190987;2026-06-03\|32.99\|2.93\|32.64\|33.99\|32.32\|244714;2026-06-04\|32.82\|-0.52\|32.43\|33.30\|31.89\|170615;2026-06-05\|34.08\|3.84\|32.55\|36.00\|32.22\|355404;2026-06-08\|32.21\|-5.49\|31.28\|34.25\|31.28\|263394;2026-06-09\|33.29\|3.35\|32.89\|33.64\|32.35\|208503;2026-06-10\|31.82\|-4.42\|32.69\|32.71\|31.29\|176891;2026-06-11\|31.65\|-0.53\|31.51\|33.03\|30.94\|168560;2026-06-12\|32.86\|3.82\|32.53\|34.20\|31.40\|294714;2026-06-15\|34.27\|4.29\|33.39\|34.71\|32.91\|321249;2026-06-16\|36.38\|6.16\|34.34\|36.65\|33.90\|452295;2026-06-17\|35.15\|-3.38\|35.00\|35.77\|34.23\|391243;2026-06-18\|36.77\|4.61\|34.80\|37.15\|34.21\|404836;2026-06-22\|36.14\|-1.71\|36.95\|38.08\|35.62\|399904;2026-06-23\|32.53\|-9.99\|35.52\|35.55\|32.53\|295282;2026-06-24\|31.01\|-4.67\|31.50\|31.84\|30.28\|304829;2026-06-25\|30.31\|-2.26\|31.12\|31.38\|29.50\|295572;2026-06-26\|29.95\|-1.19\|30.01\|30.88\|28.32\|287986;2026-06-29\|26.96\|-9.98\|29.73\|29.90\|26.96\|231441;2026-06-30\|29.66\|10.01\|26.51\|29.66\|26.12\|271931;2026-07-01\|29.59\|-0.24\|30.49\|31.55\|29.42\|341426;2026-07-02\|27.75\|-6.22\|29.12\|29.93\|27.66\|210919;2026-07-03\|27.68\|-0.25\|28.24\|28.72\|27.62\|157641;2026-07-06\|26.80\|-3.18\|27.85\|28.28\|26.32\|138591;2026-07-07\|25.49\|-4.89\|26.56\|26.80\|25.16\|133438;2026-07-08\|24.98\|-2.00\|25.49\|25.75\|24.16\|140657;2026-07-09\|26.31\|5.32\|25.10\|26.66\|23.73\|221222;2026-07-10\|27.42\|4.22\|26.95\|28.94\|26.67\|338131;2026-07-13\|25.37\|-7.48\|26.63\|27.76\|25.30\|223486;2026-07-14\|26.00\|2.48\|25.71\|26.30\|24.67\|157019;2026-07-15\|25.40\|-2.31\|26.42\|26.48\|25.18\|139636;2026-07-16\|24.46\|-3.70\|24.85\|25.85\|24.31\|119648;2026-07-17\|22.14\|-9.48\|24.12\|24.25\|22.01\|159171
110225	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	投建高阶HDI+1.6T光模块+HDI龙头行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月25日公告，公司全资子公司赣州红板拟使用不超过9亿元投资建设高阶HDI精密电路板生产线设备升级智能化改造项目，布局COB直显赛道，提升高附加值产品占比。 2、据2026年6月16日互动易，公司光模块PCB相关产品已顺利完成800G、1.6T规格的技术验证，下游合作客户覆盖行业内多家头部企业，目前1.6T光模块PCB产品正常小批量生产中。 3、据2026年4月2日招股说明书及2026年5月15日机构调研，公司深耕HDI领域二十年，是行业领先的HDI板制造商，产品涵盖HDI板、IC载板等，主要客户包括OPPO、vivo、荣耀、传音、比亚迪、英特尔等。	公司面向光模块领域开展了800G三阶盲孔光模块PCB产品、高传输速率光模块电路板等多项研发项目，有生产1.6T光模块电路板的技术能力，相关业务正根据客户需求有序推进	2026-04-08\|57.70\|225.99\|52.00\|67.59\|49.00\|640788;2026-04-09\|50.27\|-12.88\|53.60\|54.44\|50.11\|483109;2026-04-10\|55.08\|9.57\|52.00\|57.76\|51.50\|505477;2026-04-13\|62.82\|14.05\|54.13\|69.97\|54.13\|514468;2026-04-14\|62.18\|-1.02\|64.70\|65.33\|59.00\|435093;2026-04-15\|68.40\|10.00\|60.36\|68.40\|60.33\|256538;2026-04-16\|68.69\|0.42\|70.00\|72.62\|64.00\|462966;2026-04-17\|67.29\|-2.04\|66.70\|70.73\|66.61\|356016;2026-04-20\|62.91\|-6.51\|65.73\|65.75\|62.56\|334094;2026-04-21\|62.00\|-1.45\|61.50\|63.60\|60.25\|233367;2026-04-22\|63.67\|2.69\|61.16\|64.18\|60.60\|243053;2026-04-23\|59.06\|-7.24\|62.70\|63.19\|59.01\|236586;2026-04-24\|60.10\|1.76\|59.80\|61.47\|59.36\|157888;2026-04-27\|63.54\|5.72\|61.57\|64.27\|61.56\|227779;2026-04-28\|62.99\|-0.87\|62.00\|66.58\|61.51\|209031;2026-04-29\|61.72\|-2.02\|60.91\|62.70\|59.91\|167767;2026-04-30\|61.73\|0.02\|62.63\|64.00\|61.15\|148620;2026-05-06\|66.98\|8.50\|64.98\|67.77\|63.51\|277376;2026-05-07\|73.68\|10.00\|65.87\|73.68\|65.87\|333263;2026-05-08\|81.05\|10.00\|75.00\|81.05\|74.51\|185136;2026-05-11\|89.16\|10.01\|89.16\|89.16\|89.16\|26207;2026-05-12\|93.20\|4.53\|98.08\|98.08\|89.03\|447087;2026-05-13\|94.71\|1.62\|90.37\|99.89\|89.89\|385212;2026-05-14\|85.56\|-9.66\|91.50\|94.50\|85.27\|344482;2026-05-15\|83.80\|-2.06\|83.51\|87.33\|81.60\|212195;2026-05-18\|90.05\|7.46\|83.64\|91.87\|83.64\|276894;2026-05-19\|86.80\|-3.61\|88.00\|90.08\|85.15\|203002;2026-05-20\|89.91\|3.58\|85.22\|93.67\|83.50\|244979;2026-05-21\|96.01\|6.78\|91.79\|98.90\|90.02\|385669;2026-05-22\|105.61\|10.00\|97.50\|105.61\|96.96\|324889;2026-05-25\|108.30\|2.55\|105.00\|115.15\|101.99\|331036;2026-05-26\|112.96\|4.30\|104.00\|115.00\|100.00\|274256;2026-05-27\|104.01\|-7.92\|109.07\|113.58\|103.00\|228969;2026-05-28\|103.53\|-0.46\|100.23\|108.40\|98.00\|205371;2026-05-29\|101.89\|-1.58\|104.00\|108.00\|98.60\|176268;2026-06-01\|91.70\|-10.00\|99.00\|99.99\|91.70\|187936;2026-06-02\|97.11\|5.90\|91.70\|100.00\|88.08\|232982;2026-06-03\|97.72\|0.63\|96.73\|103.25\|95.68\|238375;2026-06-04\|106.99\|9.49\|95.11\|107.49\|94.00\|236813;2026-06-05\|98.48\|-7.95\|104.49\|106.25\|98.45\|191709;2026-06-08\|90.18\|-8.43\|89.80\|95.19\|89.80\|140391;2026-06-09\|93.21\|3.36\|93.00\|95.00\|89.12\|128342;2026-06-10\|83.89\|-10.00\|90.28\|91.10\|83.89\|179592;2026-06-11\|78.80\|-6.07\|80.96\|82.43\|77.20\|172329;2026-06-12\|75.67\|-3.97\|81.22\|82.00\|75.00\|170830;2026-06-15\|80.91\|6.92\|77.18\|81.35\|76.20\|162434;2026-06-16\|85.99\|6.28\|81.97\|88.00\|80.92\|193613;2026-06-17\|89.31\|3.86\|83.50\|91.80\|83.16\|195798;2026-06-18\|90.18\|0.97\|89.00\|93.48\|86.70\|186514;2026-06-22\|88.50\|-1.86\|90.16\|91.20\|86.51\|160666;2026-06-23\|88.00\|-0.56\|87.02\|89.33\|83.38\|145213;2026-06-24\|86.33\|-1.90\|86.35\|88.72\|84.84\|127528;2026-06-25\|94.96\|10.00\|90.60\|94.96\|90.02\|118936;2026-06-26\|92.74\|-2.34\|98.60\|101.50\|90.50\|219702;2026-06-29\|102.01\|10.00\|91.20\|102.01\|84.98\|274405;2026-06-30\|112.21\|10.00\|100.98\|112.21\|98.50\|314606;2026-07-01\|104.69\|-6.70\|109.88\|122.10\|103.22\|318478;2026-07-02\|96.65\|-7.68\|99.63\|107.54\|96.51\|225675;2026-07-03\|97.90\|1.29\|95.89\|101.50\|93.48\|184006;2026-07-06\|94.92\|-3.04\|98.81\|102.86\|92.90\|150697;2026-07-07\|89.74\|-5.46\|94.86\|97.12\|87.91\|138876;2026-07-08\|86.39\|-3.73\|89.74\|90.80\|84.05\|102067;2026-07-09\|93.80\|8.58\|89.00\|94.32\|87.28\|167903;2026-07-10\|91.05\|-2.93\|94.00\|99.93\|91.05\|179290;2026-07-13\|87.85\|-3.51\|89.74\|92.50\|86.57\|128304;2026-07-14\|94.50\|7.57\|87.28\|94.84\|86.00\|162936;2026-07-15\|85.05\|-10.00\|94.00\|94.20\|85.05\|158907;2026-07-16\|91.45\|7.53\|79.56\|93.56\|76.55\|265928;2026-07-17\|82.31\|-9.99\|86.95\|86.97\|82.31\|125557
110224	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-03-10\|86.16\|10.00\|78.99\|86.16\|78.99\|554095;2026-03-11\|91.49\|6.19\|90.68\|93.08\|89.00\|1025475;2026-03-12\|98.82\|8.01\|91.54\|100.64\|91.54\|1147568;2026-03-13\|88.94\|-10.00\|93.10\|94.99\|88.94\|886078;2026-03-16\|83.50\|-6.12\|84.50\|85.30\|81.23\|774759;2026-03-17\|79.28\|-5.05\|83.60\|83.96\|78.50\|574346;2026-03-18\|83.60\|5.45\|81.00\|83.77\|80.65\|540440;2026-03-19\|84.42\|0.98\|82.04\|86.65\|81.81\|598972;2026-03-20\|83.08\|-1.59\|86.90\|87.50\|83.01\|592419;2026-03-23\|79.01\|-4.90\|80.04\|82.89\|78.50\|446224;2026-03-24\|79.87\|1.09\|79.50\|80.55\|76.67\|418796;2026-03-25\|86.45\|8.24\|82.88\|87.86\|82.50\|751892;2026-03-26\|85.00\|-1.68\|84.77\|88.47\|84.37\|540078;2026-03-27\|84.50\|-0.59\|83.56\|86.50\|81.38\|438905;2026-03-30\|88.10\|4.26\|83.69\|89.80\|83.30\|607038;2026-03-31\|84.30\|-4.31\|87.18\|87.18\|83.84\|437757;2026-04-01\|86.98\|3.18\|86.60\|89.00\|85.30\|453374;2026-04-02\|83.90\|-3.54\|85.81\|88.45\|83.40\|430388;2026-04-03\|90.39\|7.74\|85.02\|91.95\|85.00\|840587;2026-04-07\|92.36\|2.18\|92.00\|97.80\|91.90\|630705;2026-04-08\|98.26\|6.39\|95.60\|99.08\|94.08\|694745;2026-04-09\|108.09\|10.00\|96.13\|108.09\|96.09\|891018;2026-04-10\|107.82\|-0.25\|111.72\|112.10\|106.06\|998530;2026-04-13\|113.73\|5.48\|107.29\|115.88\|107.29\|707895;2026-04-14\|111.40\|-2.05\|113.50\|114.36\|110.20\|650000;2026-04-15\|106.70\|-4.22\|111.60\|112.56\|105.60\|617794;2026-04-16\|106.21\|-0.46\|107.20\|108.35\|105.91\|434191;2026-04-17\|116.83\|10.00\|110.99\|116.83\|110.11\|623611;2026-04-20\|120.05\|2.76\|122.00\|125.66\|119.38\|764715;2026-04-21\|121.79\|1.45\|119.00\|123.31\|116.39\|582583;2026-04-22\|123.97\|1.79\|121.50\|125.60\|120.50\|793417;2026-04-23\|131.68\|6.22\|124.85\|134.99\|123.51\|1102421;2026-04-24\|128.70\|-2.26\|129.70\|135.67\|123.00\|868011;2026-04-27\|134.52\|4.52\|131.34\|141.46\|130.30\|775792;2026-04-28\|137.00\|1.84\|131.92\|140.99\|130.50\|635764;2026-04-29\|132.87\|-3.01\|132.53\|137.30\|128.90\|568577;2026-04-30\|144.28\|8.59\|135.52\|146.16\|135.01\|802115;2026-05-06\|150.82\|4.53\|147.16\|158.30\|147.16\|694668;2026-05-07\|164.29\|8.93\|152.70\|165.90\|147.01\|708803;2026-05-08\|180.72\|10.00\|160.00\|180.72\|158.64\|821824;2026-05-11\|198.79\|10.00\|188.00\|198.79\|183.02\|770319;2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920
110223	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-03-10\|20.72\|3.60\|19.89\|21.13\|19.36\|1227993;2026-03-11\|20.60\|-0.58\|20.44\|22.22\|20.31\|1150035;2026-03-12\|20.23\|-1.80\|20.60\|21.20\|20.08\|881626;2026-03-13\|18.98\|-6.18\|19.86\|20.30\|18.78\|813770;2026-03-16\|19.05\|0.37\|18.87\|19.31\|18.30\|518049;2026-03-17\|18.26\|-4.15\|18.90\|18.98\|18.00\|481832;2026-03-18\|20.09\|10.02\|18.37\|20.09\|17.73\|773954;2026-03-19\|19.76\|-1.64\|19.51\|20.81\|19.35\|796139;2026-03-20\|20.08\|1.62\|20.55\|21.14\|19.98\|999610;2026-03-23\|20.43\|1.74\|19.01\|21.58\|19.01\|1067147;2026-03-24\|20.73\|1.47\|21.00\|21.30\|19.44\|1052116;2026-03-25\|22.80\|9.99\|20.73\|22.80\|20.71\|639477;2026-03-26\|22.07\|-3.20\|22.01\|23.41\|21.15\|1168137;2026-03-27\|24.28\|10.01\|21.40\|24.28\|20.68\|844115;2026-03-30\|26.71\|10.01\|24.98\|26.71\|24.98\|599664;2026-03-31\|28.49\|6.66\|27.00\|29.38\|26.70\|1451111;2026-04-01\|28.38\|-0.39\|28.99\|29.35\|25.99\|968503;2026-04-02\|27.88\|-1.76\|28.72\|29.00\|27.60\|750207;2026-04-03\|27.65\|-0.82\|28.69\|30.10\|27.36\|1014728;2026-04-07\|26.89\|-2.75\|27.65\|28.88\|25.98\|991861;2026-04-08\|25.98\|-3.38\|27.01\|27.49\|25.15\|960559;2026-04-09\|26.36\|1.46\|25.87\|26.80\|24.55\|868621;2026-04-10\|24.12\|-8.50\|26.63\|26.65\|24.07\|944259;2026-04-13\|23.64\|-1.99\|24.12\|24.18\|23.28\|612009;2026-04-14\|22.20\|-6.09\|23.93\|25.13\|22.09\|1289312;2026-04-15\|21.62\|-2.61\|22.07\|22.49\|21.53\|813878;2026-04-16\|22.82\|5.55\|21.77\|23.19\|21.40\|909854;2026-04-17\|24.12\|5.70\|22.50\|24.91\|22.36\|1029926;2026-04-20\|25.44\|5.47\|24.32\|26.27\|24.13\|942601;2026-04-21\|25.95\|2.00\|25.00\|26.10\|24.36\|753884;2026-04-22\|28.55\|10.02\|26.42\|28.55\|25.30\|747330;2026-04-23\|31.41\|10.02\|28.86\|31.41\|28.75\|1022903;2026-04-24\|30.56\|-2.71\|31.66\|33.13\|29.98\|1437541;2026-04-27\|30.36\|-0.65\|30.05\|30.64\|28.88\|994582;2026-04-28\|29.06\|-4.28\|29.31\|30.06\|27.76\|625217;2026-04-29\|29.47\|1.41\|29.00\|30.50\|28.00\|966676;2026-04-30\|28.26\|-4.11\|29.10\|29.38\|28.00\|695499;2026-05-06\|31.09\|10.01\|29.26\|31.09\|29.00\|264526;2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|33.69\|6.31\|31.68\|33.76\|30.91\|600875;2026-07-15\|32.53\|-3.44\|34.68\|34.88\|32.38\|506376;2026-07-16\|29.95\|-7.93\|31.50\|32.39\|29.57\|516847;2026-07-17\|27.90\|-6.84\|30.01\|30.40\|27.40\|515681
110222	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	光隔离器+光通信+业绩高增 1、据2026年4月27日年报，公司2025年营收8.77亿元、净利1.01亿元，分别同比增46.9%、80.2%，2026Q1净利再增39.6%，毛利率环比提升6.37pct，产能利用率与盈利同步跃升。 2、据2026年4月27日年报及2026年1月28日机构调研，公司光隔离器、WDM滤光片、Z-block组件已实现批量出货，南昌基地扩产推进，存货增24.52%显示订单充足，深度受益AI算力建设需求。 3、据2023年4月13日互动易，公司光通信元件已供货中际旭创子公司苏州旭创、中国电子十三所下属麦特达等，产品应用于数据中心等光通信终端领域。	法拉第旋转片是一种具有磁光效应的晶体材料，是生产光隔离器的关键原材料。公司目前不生产法拉第旋转片。公司采购法拉第旋转片用于生产光隔离器	2026-03-10\|155.98\|6.03\|150.05\|156.56\|150.05\|54734;2026-03-11\|154.18\|-1.15\|156.03\|165.19\|154.16\|62628;2026-03-12\|150.15\|-2.61\|154.50\|159.69\|146.50\|54127;2026-03-13\|146.55\|-2.40\|147.70\|151.68\|145.60\|28414;2026-03-16\|151.41\|3.32\|146.00\|152.35\|144.87\|38801;2026-03-17\|140.35\|-7.30\|150.12\|151.38\|138.93\|47834;2026-03-18\|143.18\|2.02\|141.00\|143.63\|139.48\|22717;2026-03-19\|140.02\|-2.21\|140.00\|142.98\|139.39\|21159;2026-03-20\|146.74\|4.80\|142.88\|155.00\|142.88\|79811;2026-03-23\|135.67\|-7.54\|143.09\|145.76\|133.99\|56097;2026-03-24\|158.00\|16.46\|139.50\|162.80\|135.05\|109696;2026-03-25\|156.00\|-1.27\|160.28\|161.30\|153.80\|92920;2026-03-26\|158.27\|1.46\|151.49\|167.00\|151.10\|88028;2026-03-27\|159.79\|0.96\|151.22\|162.70\|149.00\|75056;2026-03-30\|162.99\|2.00\|160.01\|167.89\|158.65\|80989;2026-03-31\|160.00\|-1.83\|157.04\|163.94\|153.53\|70099;2026-04-01\|158.60\|-0.88\|162.75\|163.39\|154.00\|64708;2026-04-02\|160.12\|0.96\|155.33\|166.99\|155.28\|75890;2026-04-03\|170.40\|6.42\|162.98\|174.60\|160.59\|116772;2026-04-07\|174.08\|2.16\|167.50\|176.50\|160.60\|129226;2026-04-08\|191.28\|9.88\|179.88\|195.10\|173.05\|146867;2026-04-09\|195.90\|2.42\|188.70\|197.00\|186.00\|103834;2026-04-10\|186.33\|-4.89\|194.00\|194.71\|185.13\|101460;2026-04-13\|191.23\|2.63\|183.39\|193.99\|182.60\|76863;2026-04-14\|193.00\|0.93\|189.00\|201.60\|185.50\|88348;2026-04-15\|186.60\|-3.32\|193.98\|195.88\|184.45\|67420;2026-04-16\|186.38\|-0.12\|185.24\|189.69\|183.71\|57312;2026-04-17\|199.12\|6.84\|189.00\|202.00\|186.00\|109969;2026-04-20\|193.19\|-2.98\|200.00\|200.50\|191.00\|79617;2026-04-21\|205.90\|6.58\|189.33\|208.02\|185.01\|103763;2026-04-22\|214.07\|3.97\|202.93\|217.78\|202.00\|98686;2026-04-23\|189.99\|-11.25\|216.29\|217.00\|188.00\|124529;2026-04-24\|185.00\|-2.63\|188.00\|190.69\|179.10\|72894;2026-04-27\|185.11\|0.06\|182.92\|186.96\|179.93\|60523;2026-04-28\|178.13\|-3.77\|183.26\|192.22\|177.89\|64626;2026-04-29\|177.19\|-0.53\|176.88\|181.95\|175.01\|48018;2026-04-30\|180.99\|2.14\|179.65\|185.84\|175.50\|57979;2026-05-06\|192.75\|6.50\|183.34\|195.87\|180.08\|83912;2026-05-07\|200.33\|3.93\|191.59\|204.00\|187.00\|75127;2026-05-08\|240.40\|20.00\|196.00\|240.40\|193.35\|136600;2026-05-11\|230.18\|-4.25\|244.00\|244.55\|227.63\|119786;2026-05-12\|253.98\|10.34\|233.99\|270.83\|223.02\|151223;2026-05-13\|266.00\|4.73\|250.14\|275.50\|243.00\|116920;2026-05-14\|266.14\|0.05\|272.43\|288.88\|264.58\|106008;2026-05-15\|261.94\|-1.58\|269.00\|283.50\|258.02\|96728;2026-05-18\|251.30\|-4.06\|264.75\|267.60\|249.63\|81540;2026-05-19\|247.90\|-1.35\|248.79\|250.80\|235.50\|65574;2026-05-20\|250.50\|1.05\|248.00\|254.12\|243.68\|76055;2026-05-21\|242.48\|-3.20\|255.00\|265.82\|238.00\|110383;2026-05-22\|248.78\|2.60\|244.00\|252.70\|236.36\|90258;2026-05-25\|261.38\|5.06\|248.75\|263.00\|242.83\|97496;2026-05-26\|244.95\|-6.29\|256.00\|256.00\|241.11\|73028;2026-05-27\|250.05\|2.08\|240.01\|258.80\|236.88\|75878;2026-05-28\|269.30\|7.70\|247.00\|272.00\|244.44\|98934;2026-05-29\|256.90\|-4.60\|268.99\|276.88\|252.49\|82803;2026-06-01\|218.61\|-14.90\|252.00\|254.89\|218.00\|83068;2026-06-02\|226.83\|3.85\|220.01\|229.85\|213.54\|55092;2026-06-03\|220.60\|-2.75\|233.64\|238.49\|218.50\|110144;2026-06-04\|225.90\|2.40\|217.55\|230.00\|214.10\|76727;2026-06-05\|213.50\|-5.49\|220.43\|227.19\|211.00\|74848;2026-06-08\|195.97\|-8.21\|200.49\|206.10\|193.25\|58196;2026-06-09\|210.79\|7.56\|199.00\|211.89\|196.05\|65089;2026-06-10\|202.14\|-4.10\|207.00\|209.69\|199.26\|39185;2026-06-11\|226.83\|12.21\|204.88\|234.00\|204.30\|108416;2026-06-12\|221.29\|-2.44\|229.76\|235.96\|221.28\|73310;2026-06-15\|237.02\|7.11\|223.79\|238.00\|221.99\|74972;2026-06-16\|253.90\|7.12\|236.00\|258.88\|234.68\|95604;2026-06-17\|256.00\|0.83\|245.00\|260.00\|243.00\|83551;2026-06-18\|262.36\|2.48\|253.01\|264.58\|250.13\|71079;2026-06-22\|250.02\|-4.70\|262.34\|264.29\|244.90\|75592;2026-06-23\|248.61\|-0.56\|251.13\|261.50\|245.00\|51969;2026-06-24\|258.90\|4.14\|246.13\|262.88\|244.50\|70436;2026-06-25\|260.05\|0.44\|261.00\|268.58\|252.00\|77454;2026-06-26\|243.70\|-6.29\|254.00\|264.69\|243.69\|63466;2026-06-29\|237.67\|-2.47\|243.79\|247.17\|220.00\|65877;2026-06-30\|264.87\|11.44\|237.67\|268.90\|232.14\|90323;2026-07-01\|250.99\|-5.24\|262.00\|266.23\|248.00\|58404;2026-07-02\|227.55\|-9.34\|247.45\|248.49\|227.32\|54613;2026-07-03\|226.24\|-0.58\|227.48\|235.00\|225.11\|39695;2026-07-06\|210.95\|-6.76\|226.69\|226.88\|207.20\|41856;2026-07-07\|204.96\|-2.84\|209.90\|212.71\|200.00\|27253;2026-07-08\|221.39\|8.02\|208.30\|237.86\|208.30\|69327;2026-07-09\|224.98\|1.62\|225.80\|228.80\|208.98\|55619;2026-07-10\|222.30\|-1.19\|228.00\|241.90\|221.04\|55509;2026-07-13\|202.29\|-9.00\|217.69\|223.00\|201.01\|44506;2026-07-14\|212.30\|4.95\|204.95\|214.68\|198.00\|43472;2026-07-15\|202.50\|-4.62\|212.32\|221.00\|201.12\|36239;2026-07-16\|199.00\|-1.73\|198.68\|205.50\|187.55\|44210;2026-07-17\|165.07\|-17.05\|194.16\|198.48\|165.00\|55572
110221	英伟达CEO黄仁勋：下一代AI基础设施将需要大量的光学连接；英伟达与康宁合作，后者将新建三家工厂，光连接产能提升10倍	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-03-10\|11.90\|8.28\|11.15\|12.09\|11.00\|2295368;2026-03-11\|11.54\|-3.03\|12.11\|12.56\|11.50\|2139084;2026-03-12\|11.41\|-1.13\|11.48\|12.00\|11.21\|1572483;2026-03-13\|11.25\|-1.40\|11.36\|11.98\|11.16\|1530421;2026-03-16\|10.85\|-3.56\|11.22\|11.37\|10.55\|1082235;2026-03-17\|10.08\|-7.10\|10.91\|10.95\|10.03\|1177401;2026-03-18\|10.58\|4.96\|10.15\|10.58\|9.89\|1034765;2026-03-19\|10.35\|-2.17\|10.29\|10.95\|10.22\|1054612;2026-03-20\|9.93\|-4.06\|10.68\|10.85\|9.92\|1028558;2026-03-23\|9.42\|-5.14\|9.68\|9.93\|9.34\|1028120;2026-03-24\|10.36\|9.98\|9.73\|10.36\|9.54\|1750025;2026-03-25\|11.40\|10.04\|11.08\|11.40\|10.96\|412811;2026-03-26\|10.86\|-4.74\|11.61\|11.93\|10.84\|2469463;2026-03-27\|11.22\|3.31\|10.72\|11.79\|10.50\|1950905;2026-03-30\|11.65\|3.83\|10.90\|11.88\|10.90\|2051582;2026-03-31\|12.20\|4.72\|11.31\|12.80\|10.69\|2572171;2026-04-01\|11.96\|-1.97\|12.08\|12.35\|11.50\|1919865;2026-04-02\|12.00\|0.33\|11.69\|12.78\|11.69\|2001832;2026-04-03\|12.56\|4.67\|12.11\|12.58\|11.70\|2188118;2026-04-07\|13.82\|10.03\|12.56\|13.82\|12.38\|1835786;2026-04-08\|15.20\|9.99\|14.87\|15.20\|14.51\|740928;2026-04-09\|16.14\|6.18\|15.59\|16.66\|14.40\|3792356;2026-04-10\|14.59\|-9.60\|15.50\|15.78\|14.53\|3081565;2026-04-13\|14.82\|1.58\|14.18\|15.55\|13.88\|2631245;2026-04-14\|15.09\|1.82\|14.53\|15.50\|14.14\|2723818;2026-04-15\|14.20\|-5.90\|15.02\|15.50\|14.10\|2140452;2026-04-16\|15.62\|10.00\|13.95\|15.62\|13.73\|2606339;2026-04-17\|15.13\|-3.14\|15.62\|15.97\|15.00\|2115365;2026-04-20\|16.64\|9.98\|16.30\|16.64\|16.25\|717732;2026-04-21\|16.75\|0.66\|16.67\|17.23\|16.31\|2503264;2026-04-22\|17.22\|2.81\|16.62\|17.50\|16.56\|2486643;2026-04-23\|16.83\|-2.26\|17.01\|18.20\|16.83\|2032096;2026-04-24\|15.65\|-7.01\|16.34\|16.80\|15.31\|1860222;2026-04-27\|16.82\|7.48\|15.61\|17.00\|15.45\|2000595;2026-04-28\|16.56\|-1.55\|16.35\|17.36\|16.24\|1445841;2026-04-29\|16.57\|0.06\|16.51\|16.94\|16.27\|1087640;2026-04-30\|15.80\|-4.65\|16.95\|16.98\|15.27\|1438229;2026-05-06\|17.07\|8.04\|16.03\|17.36\|15.88\|1505716;2026-05-07\|18.78\|10.02\|18.78\|18.78\|18.55\|529731;2026-05-08\|20.66\|10.01\|20.04\|20.66\|20.03\|1153395;2026-05-11\|22.73\|10.02\|22.73\|22.73\|22.23\|873185;2026-05-12\|25.00\|9.99\|24.50\|25.00\|23.31\|1280051;2026-05-13\|26.95\|7.80\|25.01\|27.45\|25.01\|2850998;2026-05-14\|24.65\|-8.53\|26.16\|26.39\|24.38\|2297473;2026-05-15\|22.59\|-8.36\|24.07\|24.43\|22.26\|1976095;2026-05-18\|23.69\|4.87\|22.88\|24.85\|22.65\|1848241;2026-05-19\|23.69\|0.00\|23.17\|23.83\|22.51\|1478859;2026-05-20\|24.15\|1.94\|23.46\|24.88\|22.81\|1805552;2026-05-21\|21.74\|-9.98\|23.93\|23.93\|21.74\|1525473;2026-05-22\|22.80\|4.88\|22.58\|22.83\|22.02\|1212650;2026-05-25\|23.58\|3.42\|23.21\|23.76\|21.99\|1422804;2026-05-26\|21.75\|-7.76\|23.42\|23.55\|21.22\|1375454;2026-05-27\|21.24\|-2.34\|21.61\|22.22\|20.81\|1275677;2026-05-28\|23.12\|8.85\|20.89\|23.36\|20.61\|1803733;2026-05-29\|23.93\|3.50\|23.00\|24.86\|22.01\|2388106;2026-06-01\|23.20\|-3.05\|23.61\|24.70\|22.48\|1841859;2026-06-02\|25.09\|8.15\|22.52\|25.20\|22.52\|2420991;2026-06-03\|24.39\|-2.79\|25.01\|26.50\|24.00\|2710396;2026-06-04\|26.83\|10.00\|23.52\|26.83\|23.52\|2260459;2026-06-05\|24.82\|-7.49\|26.42\|28.58\|24.65\|2972135;2026-06-08\|25.10\|1.13\|22.36\|26.68\|22.36\|2490141;2026-06-09\|26.60\|5.98\|25.80\|26.76\|24.78\|2257897;2026-06-10\|24.29\|-8.68\|25.81\|25.98\|23.94\|1736489;2026-06-11\|24.06\|-0.95\|24.16\|24.86\|23.50\|1200241;2026-06-12\|22.73\|-5.53\|24.70\|25.13\|22.55\|1788554;2026-06-15\|24.13\|6.16\|23.66\|24.13\|22.70\|1837948;2026-06-16\|26.10\|8.16\|24.37\|26.54\|23.91\|2468229;2026-06-17\|28.71\|10.00\|26.11\|28.71\|25.66\|1882733;2026-06-18\|31.58\|10.00\|30.01\|31.58\|30.01\|554442;2026-06-22\|34.00\|7.66\|34.28\|34.74\|32.53\|2791293;2026-06-23\|33.68\|-0.94\|34.59\|35.50\|32.58\|1726219;2026-06-24\|37.05\|10.01\|33.68\|37.05\|33.68\|471021;2026-06-25\|38.50\|3.91\|39.55\|39.71\|37.00\|2060446;2026-06-26\|36.15\|-6.10\|37.32\|38.11\|34.65\|1868289;2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1335913;2026-07-14\|20.86\|4.98\|19.88\|20.86\|19.12\|1201504;2026-07-15\|20.37\|-2.35\|21.76\|21.93\|20.33\|1178872;2026-07-16\|19.00\|-6.73\|19.89\|20.41\|18.70\|1186013;2026-07-17\|17.16\|-9.68\|19.04\|19.41\|17.10\|1135387
110220	我国首个大规模“算电协同”绿电直供项目正式投运	综合性能源电力+东数西算+甘肃国资行业原因：据央视新闻报道，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。公司原因： 1、据2026年4月11日公告，公司拟投资建设甘肃庆阳东数西算产业园区绿电聚合试点项目二期工程100万千瓦新能源项目，动态总投资43.77亿元，该项目是落实国家“东数西算”战略、推动庆阳数据中心集群绿电供应的重要举措。 2、据2026年3月28日年报，公司为集火电、水电、风电、光伏为一体的综合性能源电力上市公司，形成了“风光水火储”多能互补的电源结构，截至2025年末已发电控股装机容量为953.97万千瓦。 3、据2025年年度报告，公司控股股东为甘肃省电力投资集团有限责任公司，最终控制人为甘肃省人民政府国有资产监督管理委员会。	公司拟投资43.77亿元建设庆阳东数西算产业园区绿电聚合试点项目二期100万千瓦新能源项目	2026-03-10\|8.29\|-1.89\|8.37\|8.51\|8.23\|695767;2026-03-11\|8.47\|2.17\|8.35\|8.51\|8.12\|742238;2026-03-12\|8.89\|4.96\|8.48\|9.08\|8.31\|1336766;2026-03-13\|8.35\|-6.07\|8.77\|8.80\|8.32\|1087532;2026-03-16\|8.07\|-3.35\|8.31\|8.41\|8.02\|737872;2026-03-17\|7.98\|-1.12\|8.07\|8.20\|7.96\|464498;2026-03-18\|8.10\|1.50\|8.05\|8.25\|8.03\|408957;2026-03-19\|8.21\|1.36\|8.05\|8.28\|7.98\|515400;2026-03-20\|8.50\|3.53\|8.25\|9.03\|8.19\|1437714;2026-03-23\|8.12\|-4.47\|8.35\|8.58\|8.03\|1184720;2026-03-24\|8.41\|3.57\|8.08\|8.42\|8.00\|919916;2026-03-25\|9.25\|9.99\|8.47\|9.25\|8.39\|1622496;2026-03-26\|8.96\|-3.14\|9.25\|9.33\|8.73\|1782372;2026-03-27\|8.61\|-3.91\|8.83\|8.95\|8.48\|1076475;2026-03-30\|7.96\|-7.55\|8.51\|8.69\|7.76\|1075885;2026-03-31\|7.66\|-3.77\|7.82\|7.96\|7.60\|764116;2026-04-01\|7.47\|-2.48\|7.78\|7.84\|7.40\|750743;2026-04-02\|7.27\|-2.68\|7.47\|7.54\|7.20\|563962;2026-04-03\|7.18\|-1.24\|7.29\|7.50\|7.16\|537607;2026-04-07\|7.16\|-0.28\|7.26\|7.29\|7.11\|338219;2026-04-08\|7.36\|2.79\|7.25\|7.38\|7.21\|497855;2026-04-09\|7.21\|-2.04\|7.29\|7.29\|7.17\|351609;2026-04-10\|7.27\|0.83\|7.23\|7.34\|7.21\|295692;2026-04-13\|8.00\|10.04\|7.97\|8.00\|7.97\|397381;2026-04-14\|8.15\|1.88\|8.06\|8.34\|7.84\|1511078;2026-04-15\|8.02\|-1.60\|8.06\|8.13\|7.82\|874984;2026-04-16\|8.13\|1.37\|8.00\|8.29\|7.88\|687887;2026-04-17\|8.27\|1.72\|8.08\|8.35\|8.04\|698716;2026-04-20\|8.22\|-0.60\|8.31\|8.43\|8.16\|689970;2026-04-21\|8.37\|1.82\|8.29\|8.78\|8.00\|891902;2026-04-22\|8.24\|-1.55\|8.20\|8.39\|8.14\|544233;2026-04-23\|8.53\|3.52\|8.25\|8.64\|8.09\|912744;2026-04-24\|8.23\|-3.52\|8.29\|8.52\|8.23\|565253;2026-04-27\|8.27\|0.49\|8.20\|8.47\|8.16\|554999;2026-04-28\|8.23\|-0.48\|8.20\|8.36\|8.10\|520460;2026-04-29\|8.36\|1.58\|8.20\|8.48\|8.15\|564902;2026-04-30\|8.06\|-3.59\|8.32\|8.34\|8.02\|618377;2026-05-06\|8.48\|5.21\|8.28\|8.60\|8.28\|790909;2026-05-07\|8.70\|2.59\|8.50\|8.90\|8.46\|708862;2026-05-08\|9.20\|5.75\|8.65\|9.57\|8.63\|1486498;2026-05-11\|10.12\|10.00\|9.44\|10.12\|9.35\|1592723;2026-05-12\|9.76\|-3.56\|10.14\|10.40\|9.61\|2041216;2026-05-13\|10.18\|4.30\|9.76\|10.52\|9.75\|1630284;2026-05-14\|9.61\|-5.60\|10.08\|10.61\|9.60\|1407062;2026-05-15\|9.29\|-3.33\|9.60\|9.70\|9.11\|980963;2026-05-18\|9.44\|1.61\|9.36\|9.71\|9.36\|758827;2026-05-19\|9.71\|2.86\|9.39\|9.78\|9.12\|808161;2026-05-20\|8.96\|-7.72\|9.55\|9.58\|8.92\|874520;2026-05-21\|8.98\|0.22\|8.93\|9.30\|8.91\|645870;2026-05-22\|8.78\|0.34\|8.77\|8.93\|8.56\|522175;2026-05-25\|9.01\|2.62\|8.76\|9.07\|8.76\|547840;2026-05-26\|8.81\|-2.22\|8.89\|8.93\|8.55\|590191;2026-05-27\|8.80\|-0.11\|8.76\|9.03\|8.65\|647269;2026-05-28\|9.68\|10.00\|9.00\|9.68\|9.00\|1551697;2026-05-29\|9.84\|1.65\|9.67\|10.16\|9.45\|1708518;2026-06-01\|9.63\|-2.13\|9.88\|9.94\|9.18\|1090320;2026-06-02\|10.08\|4.67\|9.55\|10.10\|9.26\|1170916;2026-06-03\|10.45\|3.67\|9.74\|10.91\|9.70\|1443790;2026-06-04\|9.78\|-6.41\|10.17\|10.36\|9.77\|1011005;2026-06-05\|9.20\|-5.93\|9.79\|10.07\|9.17\|789622;2026-06-08\|8.71\|-5.33\|8.83\|9.26\|8.70\|612556;2026-06-09\|8.90\|2.18\|8.80\|8.94\|8.40\|556505;2026-06-10\|8.25\|-7.30\|8.78\|8.78\|8.18\|568869;2026-06-11\|8.24\|-0.12\|8.21\|8.41\|8.19\|316636;2026-06-12\|8.32\|0.97\|8.30\|8.48\|8.25\|382796;2026-06-15\|8.44\|1.44\|8.33\|8.47\|8.28\|362720;2026-06-16\|9.28\|9.95\|8.83\|9.28\|8.76\|464177;2026-06-17\|9.22\|-0.65\|9.39\|9.78\|9.12\|1057753;2026-06-18\|8.59\|-6.83\|9.00\|9.15\|8.55\|897456;2026-06-22\|8.43\|-1.86\|8.47\|8.55\|8.25\|564090;2026-06-23\|8.15\|-3.32\|8.38\|8.49\|8.12\|493334;2026-06-24\|7.92\|-2.82\|8.16\|8.24\|7.88\|528102;2026-06-25\|7.75\|-2.15\|7.93\|7.95\|7.67\|457368;2026-06-26\|7.49\|-3.35\|7.75\|7.98\|7.48\|506430;2026-06-29\|7.81\|4.27\|7.48\|7.83\|7.37\|476503;2026-06-30\|7.60\|-2.69\|7.72\|7.74\|7.54\|312375;2026-07-01\|8.00\|5.26\|7.63\|8.20\|7.62\|505148;2026-07-02\|7.82\|-2.25\|7.89\|8.13\|7.78\|390008;2026-07-03\|7.75\|-0.90\|7.84\|7.95\|7.72\|257107;2026-07-06\|7.99\|3.10\|7.76\|8.06\|7.56\|484076;2026-07-07\|7.62\|-4.63\|7.90\|7.91\|7.61\|280962;2026-07-08\|7.48\|-1.84\|7.53\|7.65\|7.45\|180613;2026-07-09\|7.40\|-1.07\|7.45\|7.55\|7.19\|286422;2026-07-10\|7.28\|-1.62\|7.29\|7.47\|7.22\|304270;2026-07-13\|7.10\|-2.47\|7.29\|7.32\|7.06\|262293;2026-07-14\|7.16\|0.85\|7.05\|7.18\|7.04\|200766;2026-07-15\|7.35\|2.65\|7.16\|7.39\|7.11\|253923;2026-07-16\|7.23\|-1.63\|7.29\|7.42\|7.18\|199304;2026-07-17\|7.41\|2.49\|7.22\|7.58\|7.19\|435329
110219	我国首个大规模“算电协同”绿电直供项目正式投运	绿电+火电+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月30日年报，公司控股铁岭2.5万千瓦风电离网制氢一体化项目已投产，新能源装机50.25万千瓦，绿氢业务落地。 2、据2026年4月30日年报，公司主营火电226万千瓦、新能源50.25万千瓦，承担辽宁4458万平方米供热，最终控制人为国务院国资委。 3、据2026年5月11日财闻，国家能源局等四部门印发《关于促进人工智能与能源双向赋能的行动方案》，绿电概念活跃，公司作为绿电标的跟涨。	辽宁省重要电力和热力供应商	2026-03-10\|3.88\|6.89\|3.68\|3.90\|3.58\|1792647;2026-03-11\|3.88\|0.00\|3.80\|3.95\|3.62\|1723261;2026-03-12\|4.14\|6.70\|3.84\|4.26\|3.78\|1852404;2026-03-13\|3.88\|-6.28\|4.00\|4.15\|3.81\|1582216;2026-03-16\|4.27\|10.05\|4.27\|4.27\|4.27\|788495;2026-03-17\|4.70\|10.07\|4.31\|4.70\|4.27\|1845999;2026-03-18\|5.17\|10.00\|5.17\|5.17\|5.17\|640307;2026-03-19\|5.69\|10.06\|5.24\|5.69\|5.19\|1842490;2026-03-20\|6.26\|10.02\|6.10\|6.26\|5.58\|3937304;2026-03-23\|6.89\|10.06\|6.65\|6.89\|6.60\|1683238;2026-03-24\|7.58\|10.01\|6.90\|7.58\|6.89\|2367293;2026-03-25\|8.34\|10.03\|8.01\|8.34\|8.01\|998932;2026-03-26\|8.88\|6.47\|8.96\|9.17\|8.40\|3450974;2026-03-27\|8.99\|1.24\|9.23\|9.49\|8.51\|3751972;2026-03-30\|8.09\|-10.01\|8.46\|8.68\|8.09\|1209571;2026-03-31\|8.35\|3.21\|7.52\|8.72\|7.31\|4037494;2026-04-01\|7.52\|-9.94\|7.80\|8.19\|7.52\|2875296;2026-04-02\|7.34\|-2.39\|7.46\|7.76\|7.03\|2980543;2026-04-03\|7.08\|-3.54\|7.34\|7.67\|7.07\|2527295;2026-04-07\|7.52\|6.21\|7.09\|7.57\|6.89\|2505099;2026-04-08\|7.68\|2.13\|7.37\|7.79\|7.37\|2729660;2026-04-09\|7.14\|-7.03\|7.69\|7.86\|7.04\|2581099;2026-04-10\|6.64\|-7.00\|7.19\|7.20\|6.59\|2310725;2026-04-13\|7.30\|9.94\|6.65\|7.30\|6.52\|2429743;2026-04-14\|8.03\|10.00\|7.60\|8.03\|7.52\|1873030;2026-04-15\|8.05\|0.25\|8.13\|8.66\|7.61\|4392251;2026-04-16\|7.29\|-9.44\|7.68\|7.75\|7.25\|2781496;2026-04-17\|7.14\|-2.06\|7.29\|7.70\|7.10\|2559714;2026-04-20\|7.39\|3.50\|7.06\|7.51\|6.90\|2468597;2026-04-21\|8.13\|10.01\|7.40\|8.13\|6.95\|3035972;2026-04-22\|8.94\|9.96\|8.13\|8.94\|8.13\|2520809;2026-04-23\|9.83\|9.96\|9.29\|9.83\|8.05\|4049628;2026-04-24\|9.20\|-6.41\|9.65\|10.80\|9.11\|4355970;2026-04-27\|10.12\|10.00\|8.52\|10.12\|8.51\|2815152;2026-04-28\|10.80\|6.72\|10.13\|11.13\|10.06\|4496950;2026-04-29\|10.43\|-3.43\|10.10\|11.30\|10.10\|3659514;2026-04-30\|9.92\|-4.89\|10.34\|10.86\|9.65\|2555498;2026-05-06\|10.91\|9.98\|10.08\|10.91\|10.08\|3208602;2026-05-07\|12.00\|9.99\|10.91\|12.00\|10.91\|1682810;2026-05-08\|12.44\|3.67\|12.38\|13.20\|12.20\|3513191;2026-05-11\|13.68\|9.97\|12.67\|13.68\|12.67\|2386658;2026-05-12\|15.05\|10.01\|14.00\|15.05\|12.93\|3305538;2026-05-13\|16.56\|10.03\|15.05\|16.56\|15.05\|1584636;2026-05-14\|16.64\|0.48\|17.65\|18.15\|15.90\|3613600;2026-05-15\|17.43\|4.75\|15.80\|18.00\|14.99\|3439004;2026-05-18\|15.69\|-9.98\|16.50\|17.15\|15.69\|2345763;2026-05-19\|16.15\|2.93\|14.15\|16.90\|14.15\|2880302;2026-05-20\|14.54\|-9.97\|15.55\|15.55\|14.54\|2048248;2026-05-21\|14.23\|-2.13\|14.50\|15.27\|14.20\|2151487;2026-05-22\|14.56\|2.32\|14.39\|14.70\|13.89\|1933716;2026-05-25\|16.02\|10.03\|14.75\|16.02\|14.58\|2747666;2026-05-26\|16.88\|5.37\|16.02\|17.60\|15.51\|3081919;2026-05-27\|18.57\|10.01\|16.49\|18.57\|16.26\|2413354;2026-05-28\|19.26\|3.72\|19.50\|20.21\|18.18\|3499163;2026-05-29\|20.03\|4.00\|19.18\|20.80\|19.18\|2995666;2026-06-01\|18.50\|-7.64\|19.99\|20.00\|18.03\|2999250;2026-06-02\|19.40\|4.86\|18.50\|19.88\|17.63\|2936978;2026-06-03\|21.34\|10.00\|18.78\|21.34\|18.40\|3068938;2026-06-04\|21.97\|2.95\|20.80\|22.10\|20.80\|2735160;2026-06-05\|20.01\|-8.92\|22.45\|23.04\|19.80\|2901794;2026-06-08\|19.30\|-3.55\|19.46\|20.88\|18.40\|2491526;2026-06-09\|21.23\|10.00\|19.60\|21.23\|18.60\|3022532;2026-06-10\|19.11\|-9.99\|20.85\|21.20\|19.11\|2819825;2026-06-11\|17.73\|-7.22\|18.80\|19.36\|17.60\|2549869;2026-06-12\|17.50\|-1.30\|17.90\|18.47\|16.58\|2813667;2026-06-15\|17.83\|1.89\|16.99\|18.20\|16.51\|2236979;2026-06-16\|18.55\|4.04\|17.83\|18.95\|17.34\|2278431;2026-06-17\|17.80\|-4.04\|18.65\|19.20\|17.67\|2199750;2026-06-18\|16.38\|-7.98\|17.58\|17.70\|16.24\|2252269;2026-06-22\|16.39\|0.06\|16.24\|16.78\|16.00\|1799766;2026-06-23\|15.66\|-4.45\|16.10\|16.65\|15.50\|1834914;2026-06-24\|15.77\|0.70\|15.30\|16.15\|14.93\|1990117;2026-06-25\|15.24\|-3.36\|15.69\|15.86\|14.97\|1510576;2026-06-26\|15.37\|0.85\|15.42\|16.76\|15.23\|2634851;2026-06-29\|16.20\|5.40\|15.09\|16.20\|14.50\|2281691;2026-06-30\|14.96\|-7.65\|15.80\|15.85\|14.67\|1962241;2026-07-01\|15.36\|2.67\|15.24\|15.76\|14.30\|2133180;2026-07-02\|13.82\|-10.03\|15.00\|16.00\|13.82\|2224827;2026-07-03\|13.20\|-4.49\|13.76\|13.96\|12.91\|1691980;2026-07-06\|12.66\|-4.09\|13.21\|13.34\|12.63\|1445097;2026-07-07\|12.35\|-2.45\|12.50\|12.64\|12.12\|1185859;2026-07-08\|11.74\|-4.94\|12.35\|12.55\|11.70\|1027581;2026-07-09\|12.22\|4.09\|11.80\|12.59\|11.64\|1328459;2026-07-10\|12.90\|5.56\|12.20\|13.44\|12.03\|2029443;2026-07-13\|11.61\|-10.00\|12.00\|12.62\|11.61\|1401385;2026-07-14\|11.92\|2.67\|11.59\|12.06\|11.32\|1264049;2026-07-15\|12.33\|3.44\|12.24\|12.88\|11.88\|1454270;2026-07-16\|12.05\|-2.27\|12.21\|12.85\|11.68\|2150932;2026-07-17\|11.65\|-3.32\|11.85\|12.65\|11.45\|2428917
110218	我国首个大规模“算电协同”绿电直供项目正式投运	蒙电入苏+绿电直供+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月29日公告，董事会通过库布齐沙漠至江苏特高压通道配套4×660MW煤电及150万千瓦光伏治沙项目，总投资180.62亿元，并与江苏国信集团等设立合资公司推进“蒙电入苏”±800千伏特高压直流工程。 2、据上海证券报2026年5月12日报道，全国首个算电协同绿电直供项目——大唐中卫云基地50万千瓦光伏电站已于5月2日投运，公司绿电直供能力获政策与市场双重催化。 3、据2025年度报告，公司控股装机86.19GW，风电、光伏合计18.37GW，清洁能源占比42.99%，最终实控人为国务院国资委。	全资子公司西藏大唐国际怒江水电位于西藏自治区拉萨市，主要业务为水力发电	2026-03-10\|4.06\|0.00\|4.06\|4.14\|4.00\|1554095;2026-03-11\|4.16\|2.46\|4.09\|4.17\|3.97\|1898657;2026-03-12\|4.58\|10.10\|4.23\|4.58\|4.23\|1707457;2026-03-13\|4.74\|3.49\|4.90\|4.99\|4.63\|9925088;2026-03-16\|4.33\|-8.65\|4.60\|4.65\|4.27\|6547509;2026-03-17\|4.25\|-1.85\|4.26\|4.44\|4.20\|4393498;2026-03-18\|4.31\|1.41\|4.24\|4.44\|4.23\|3447424;2026-03-19\|4.18\|-3.02\|4.24\|4.31\|4.14\|3246622;2026-03-20\|4.20\|0.48\|4.15\|4.38\|4.11\|3295385;2026-03-23\|4.03\|-4.05\|4.08\|4.20\|4.00\|2840977;2026-03-24\|4.24\|5.21\|4.10\|4.25\|4.06\|3351294;2026-03-25\|4.46\|5.19\|4.18\|4.52\|4.18\|4911186;2026-03-26\|4.39\|-1.57\|4.40\|4.48\|4.36\|3529491;2026-03-27\|4.48\|2.05\|4.33\|4.59\|4.33\|3650520;2026-03-30\|4.13\|-7.81\|4.40\|4.44\|4.11\|3471033;2026-03-31\|3.94\|-4.60\|4.11\|4.15\|3.94\|2675114;2026-04-01\|3.94\|0.00\|4.02\|4.05\|3.89\|1951750;2026-04-02\|3.84\|-2.54\|3.94\|3.97\|3.81\|1853681;2026-04-03\|3.71\|-3.39\|3.83\|3.84\|3.68\|1723447;2026-04-07\|3.73\|0.54\|3.71\|3.77\|3.68\|1107718;2026-04-08\|3.84\|2.95\|3.80\|3.85\|3.77\|1666487;2026-04-09\|3.84\|0.00\|3.83\|3.88\|3.78\|1431517;2026-04-10\|3.81\|-0.78\|3.86\|3.87\|3.80\|1296570;2026-04-13\|3.83\|0.52\|3.79\|3.83\|3.76\|1028760;2026-04-14\|3.87\|1.04\|3.84\|3.90\|3.83\|1249895;2026-04-15\|3.89\|0.52\|3.88\|3.91\|3.84\|1271356;2026-04-16\|3.87\|-0.51\|3.88\|3.89\|3.84\|909091;2026-04-17\|3.89\|0.52\|3.88\|3.91\|3.85\|1157217;2026-04-20\|3.96\|1.80\|3.88\|3.96\|3.87\|1558481;2026-04-21\|4.11\|3.79\|3.96\|4.12\|3.91\|2531515;2026-04-22\|4.15\|0.97\|4.08\|4.16\|4.06\|1853346;2026-04-23\|4.21\|1.45\|4.15\|4.22\|4.09\|2493146;2026-04-24\|4.07\|-3.33\|4.18\|4.20\|4.06\|2085600;2026-04-27\|4.05\|-0.49\|4.04\|4.10\|4.00\|1461497;2026-04-28\|4.04\|-0.25\|4.03\|4.06\|3.97\|1620128;2026-04-29\|4.29\|6.19\|4.12\|4.40\|4.12\|3619153;2026-04-30\|4.16\|-3.03\|4.24\|4.25\|4.15\|2040293;2026-05-06\|4.58\|10.10\|4.58\|4.58\|4.51\|3298102;2026-05-07\|5.04\|10.04\|4.98\|5.04\|4.88\|3340447;2026-05-08\|5.54\|9.92\|5.54\|5.54\|5.32\|12160814;2026-05-11\|6.09\|9.93\|6.00\|6.09\|5.88\|2783118;2026-05-12\|6.70\|10.02\|6.68\|6.70\|6.40\|6831487;2026-05-13\|7.37\|10.00\|7.14\|7.37\|7.08\|2435885;2026-05-14\|7.20\|-2.31\|8.11\|8.11\|7.20\|18564704;2026-05-15\|7.92\|10.00\|6.99\|7.92\|6.73\|15251770;2026-05-18\|7.93\|0.13\|7.68\|8.12\|7.63\|11762916;2026-05-19\|8.38\|5.67\|7.93\|8.64\|7.75\|12910503;2026-05-20\|7.54\|-10.02\|7.56\|8.18\|7.54\|5635818;2026-05-21\|7.05\|-6.50\|6.90\|7.83\|6.90\|9645388;2026-05-22\|6.89\|-2.27\|7.00\|7.16\|6.68\|7944991;2026-05-25\|7.40\|7.40\|6.80\|7.44\|6.80\|8799928;2026-05-26\|7.16\|-3.24\|7.39\|7.64\|7.10\|8150112;2026-05-27\|7.71\|7.68\|7.00\|7.80\|7.00\|9597919;2026-05-28\|8.00\|3.76\|7.73\|8.22\|7.50\|10734411;2026-05-29\|8.63\|7.88\|7.88\|8.79\|7.75\|11180220;2026-06-01\|8.37\|-3.01\|8.63\|8.70\|7.77\|9490346;2026-06-02\|9.18\|9.68\|8.10\|9.19\|7.93\|10089825;2026-06-03\|9.10\|-0.87\|8.32\|9.92\|8.32\|12197774;2026-06-04\|8.81\|-3.19\|8.90\|9.40\|8.71\|7627568;2026-06-05\|7.93\|-9.99\|8.72\|9.00\|7.93\|8005705;2026-06-08\|7.27\|-8.32\|7.65\|8.10\|7.16\|6278660;2026-06-09\|7.71\|6.05\|7.20\|7.78\|6.91\|7452503;2026-06-10\|7.76\|0.65\|7.50\|8.15\|7.42\|7419731;2026-06-11\|7.99\|2.96\|7.68\|8.15\|7.68\|6327931;2026-06-12\|8.09\|1.25\|7.91\|8.20\|7.80\|5242681;2026-06-15\|8.73\|7.91\|8.18\|8.77\|8.00\|6513060;2026-06-16\|8.70\|-0.34\|8.71\|8.90\|8.48\|6764913;2026-06-17\|9.13\|4.94\|8.85\|9.37\|8.47\|9708892;2026-06-18\|8.22\|-9.97\|8.94\|9.30\|8.22\|10067946;2026-06-22\|8.37\|1.82\|7.91\|8.88\|7.58\|9859951;2026-06-23\|8.34\|-0.36\|8.22\|8.51\|7.86\|8628104;2026-06-24\|7.82\|-6.24\|8.18\|8.25\|7.81\|6757211;2026-06-25\|7.47\|-4.48\|7.70\|8.10\|7.46\|7460421;2026-06-26\|7.32\|-2.01\|7.36\|7.87\|7.17\|6978079;2026-06-29\|7.04\|-3.83\|7.10\|7.35\|6.92\|5191889;2026-06-30\|7.08\|0.57\|6.97\|7.26\|6.55\|6922353;2026-07-01\|7.79\|10.03\|7.01\|7.79\|6.90\|7048531;2026-07-02\|7.33\|-5.91\|8.00\|8.20\|7.30\|8610636;2026-07-03\|7.67\|4.64\|7.30\|7.70\|7.18\|6478304;2026-07-06\|7.39\|-3.65\|7.60\|7.94\|7.36\|6013053;2026-07-07\|7.00\|-5.28\|7.22\|7.55\|6.90\|5943068;2026-07-08\|6.95\|-0.71\|6.90\|7.18\|6.78\|4274980;2026-07-09\|6.57\|-5.47\|6.82\|7.07\|6.42\|6163963;2026-07-10\|6.64\|1.07\|6.48\|6.84\|6.30\|6535785;2026-07-13\|5.98\|-9.94\|6.40\|6.47\|5.98\|5772377;2026-07-14\|5.88\|-1.67\|5.80\|5.97\|5.62\|4963945;2026-07-15\|5.78\|-1.70\|5.83\|6.02\|5.70\|3986898;2026-07-16\|5.69\|-1.56\|5.70\|5.88\|5.55\|4309591;2026-07-17\|5.80\|1.93\|5.69\|5.98\|5.59\|6545386
110217	我国首个大规模“算电协同”绿电直供项目正式投运	盐湖提锂+业绩预增+光伏+精细化工行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年3月17日公告，公司拟以所持青海锦泰钾肥15%股权再认购其3.375%股权，完成后合计持股18.375%，切入盐湖锂资源赛道。 2、据2026年3月11日业绩快报，2025年营收49,657.42万元、同比增43.4%，归母净利4,253.86万元实现扭亏，主因“精细化工+新能源”双主业协同发力。 3、据2025年4月18日年报，公司运营10座光伏电站，累计并网131.82MW，2024年发电量1.31亿kWh，全部售予国家电网。	公司拟收购优得新能源70%股权，标的是光伏电站运维国家标准规范起草单位，已在全国设立超100个县市级运维中心，服务网络覆盖华东、华南等高电价区域，历史运维电站规模超2000座	2026-03-10\|3.82\|-0.26\|3.84\|3.88\|3.77\|694592;2026-03-11\|3.97\|3.93\|3.88\|4.00\|3.83\|2085049;2026-03-12\|4.00\|0.76\|4.00\|4.08\|3.94\|2039994;2026-03-13\|3.96\|-1.00\|3.98\|4.09\|3.91\|1458332;2026-03-16\|3.88\|-2.02\|3.97\|4.05\|3.86\|1094566;2026-03-17\|4.27\|10.05\|3.88\|4.27\|3.88\|2214855;2026-03-18\|4.19\|-1.87\|4.35\|4.43\|4.11\|3792734;2026-03-19\|4.08\|-2.63\|4.19\|4.31\|4.04\|2802360;2026-03-20\|4.49\|10.05\|4.08\|4.49\|4.06\|2770646;2026-03-23\|4.53\|0.89\|4.70\|4.80\|4.34\|5902002;2026-03-24\|4.87\|7.51\|4.44\|4.88\|4.24\|4963998;2026-03-25\|4.76\|-2.26\|4.68\|5.04\|4.58\|4596947;2026-03-26\|4.39\|-7.77\|4.63\|4.68\|4.39\|3014777;2026-03-27\|4.35\|-0.91\|4.20\|4.44\|4.14\|2331622;2026-03-30\|4.21\|-3.22\|4.43\|4.56\|4.05\|2170464;2026-03-31\|3.96\|-5.94\|4.15\|4.31\|3.94\|2093891;2026-04-01\|4.02\|1.52\|4.04\|4.07\|3.96\|1314737;2026-04-02\|3.74\|-6.97\|3.95\|3.99\|3.71\|1831970;2026-04-03\|3.77\|0.80\|3.72\|3.79\|3.58\|1532542;2026-04-07\|3.78\|0.27\|3.77\|3.79\|3.66\|812506;2026-04-08\|3.86\|2.12\|3.81\|3.88\|3.80\|1216045;2026-04-09\|3.79\|-1.81\|3.82\|3.82\|3.75\|880478;2026-04-10\|3.87\|2.11\|3.79\|3.90\|3.73\|1363660;2026-04-13\|3.96\|2.33\|3.85\|4.02\|3.82\|1346748;2026-04-14\|4.23\|6.82\|3.99\|4.29\|3.97\|2266075;2026-04-15\|4.14\|-2.13\|4.26\|4.26\|4.08\|1723298;2026-04-16\|4.15\|0.24\|4.14\|4.18\|4.06\|903646;2026-04-17\|4.11\|-0.96\|4.13\|4.19\|4.08\|817219;2026-04-20\|4.24\|3.16\|4.12\|4.24\|4.12\|1175423;2026-04-21\|4.10\|-3.30\|4.20\|4.22\|4.01\|1204545;2026-04-22\|4.51\|10.00\|4.21\|4.51\|4.13\|2560662;2026-04-23\|4.46\|-1.11\|4.51\|4.55\|4.36\|2521041;2026-04-24\|4.45\|-0.22\|4.45\|4.59\|4.38\|1911864;2026-04-27\|4.53\|1.80\|4.47\|4.65\|4.44\|1676937;2026-04-28\|4.50\|-0.66\|4.45\|4.55\|4.37\|1616582;2026-04-29\|4.57\|1.56\|4.50\|4.66\|4.47\|1837602;2026-04-30\|4.59\|0.44\|4.53\|4.61\|4.46\|1430871;2026-05-06\|4.67\|1.74\|4.62\|4.75\|4.57\|1879576;2026-05-07\|4.80\|2.78\|4.65\|4.81\|4.62\|2440660;2026-05-08\|5.28\|10.00\|4.75\|5.28\|4.70\|2492838;2026-05-11\|5.52\|4.55\|5.53\|5.75\|5.22\|5094332;2026-05-12\|5.26\|-4.71\|5.49\|5.50\|5.16\|2931693;2026-05-13\|5.22\|-0.76\|5.21\|5.40\|5.18\|2396103;2026-05-14\|4.85\|-7.09\|5.23\|5.27\|4.85\|2583129;2026-05-15\|4.85\|0.00\|4.82\|4.88\|4.67\|1641343;2026-05-18\|4.91\|1.24\|4.85\|4.94\|4.80\|1125978;2026-05-19\|4.95\|0.81\|4.86\|5.00\|4.73\|1291231;2026-05-20\|4.77\|-3.64\|4.98\|4.98\|4.71\|1192797;2026-05-21\|4.49\|-5.87\|4.73\|4.79\|4.47\|1466588;2026-05-22\|4.58\|2.00\|4.50\|4.62\|4.44\|822091;2026-05-25\|4.60\|0.44\|4.59\|4.70\|4.55\|806609;2026-05-26\|4.42\|-3.91\|4.56\|4.56\|4.36\|846629;2026-05-27\|4.28\|-3.17\|4.39\|4.50\|4.26\|770054;2026-05-28\|4.42\|3.27\|4.27\|4.51\|4.24\|1027730;2026-05-29\|4.45\|0.68\|4.43\|4.58\|4.36\|1053844;2026-06-01\|4.72\|6.07\|4.46\|4.73\|4.45\|1596266;2026-06-02\|4.61\|-2.33\|4.64\|4.65\|4.47\|1134294;2026-06-03\|4.56\|-1.08\|4.64\|4.65\|4.51\|715988;2026-06-04\|4.41\|-3.29\|4.51\|4.67\|4.40\|809575;2026-06-05\|4.12\|-6.58\|4.36\|4.45\|4.09\|1163437;2026-06-08\|3.89\|-5.58\|3.97\|4.11\|3.86\|803370;2026-06-09\|3.97\|2.06\|3.94\|3.97\|3.85\|516793;2026-06-10\|4.37\|10.08\|3.94\|4.37\|3.90\|585759;2026-06-11\|4.20\|-3.89\|4.37\|4.55\|4.15\|1244274;2026-06-12\|4.16\|-0.95\|4.20\|4.28\|4.11\|765525;2026-06-15\|4.19\|0.72\|4.13\|4.25\|4.13\|648960;2026-06-16\|4.21\|0.48\|4.19\|4.23\|4.07\|748975;2026-06-17\|4.16\|-1.19\|4.19\|4.20\|4.08\|662429;2026-06-18\|4.02\|-3.37\|4.16\|4.19\|3.98\|703395;2026-06-22\|4.02\|0.00\|3.98\|4.09\|3.95\|635032;2026-06-23\|4.03\|0.25\|3.99\|4.14\|3.96\|695113;2026-06-24\|3.91\|-2.98\|4.00\|4.00\|3.77\|848127;2026-06-25\|3.81\|-2.56\|3.89\|4.01\|3.79\|617181;2026-06-26\|3.70\|-2.89\|3.81\|3.84\|3.70\|590387;2026-06-29\|3.61\|-2.43\|3.68\|3.78\|3.59\|594379;2026-06-30\|3.63\|0.55\|3.61\|3.68\|3.53\|569273;2026-07-01\|3.73\|2.75\|3.62\|3.88\|3.59\|679180;2026-07-02\|3.61\|-3.22\|3.76\|3.80\|3.60\|620923;2026-07-03\|3.52\|-2.49\|3.59\|3.63\|3.52\|507844;2026-07-06\|3.56\|1.14\|3.53\|3.73\|3.48\|706336;2026-07-07\|3.51\|-1.40\|3.53\|3.59\|3.44\|549781;2026-07-08\|3.38\|-3.70\|3.50\|3.50\|3.36\|521437;2026-07-09\|3.34\|-1.18\|3.38\|3.41\|3.25\|479782;2026-07-10\|3.44\|2.99\|3.31\|3.57\|3.31\|795358;2026-07-13\|3.24\|-5.81\|3.44\|3.44\|3.22\|544132;2026-07-14\|3.26\|0.62\|3.24\|3.28\|3.18\|368788;2026-07-15\|3.23\|-0.92\|3.26\|3.35\|3.21\|560567;2026-07-16\|3.23\|0.00\|3.23\|3.31\|3.18\|503199;2026-07-17\|3.11\|-3.72\|3.20\|3.26\|3.07\|628115
110216	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	商业航天+低空经济+工程设计行业原因：据中国航天报，4月17日，国家航天局在京召开2026年“中国航天日”新闻发布会。发布会介绍，2026年中国航天任务继续密集实施，天问二号将接近目标小行星，开展近距离探测；载人航天工程将实施神舟二十三号等载人飞船任务；多型重复使用火箭将开展飞行验证；商业航天将以高水平安全保障高质量发展。公司原因： 1、据2025年12月2日业绩说明会纪要，公司中标天兵科技、星际荣耀等火箭制造基地设计项目，并持股火箭制造商致航科技2.1%，2025年初成立商业航天建筑规划研究中心。 2、据2025年4月22日年报，公司持续为低空经济提供全链条设计服务，已完成华中智能飞行器产业基地等标杆项目。 3、据2025年4月22日年报，公司为江苏省最大建筑设计企业，具备高端工业厂房及新质生产力设计优势，服务覆盖商业航天、新能源、创新药等前沿领域。	公司先后中标了天兵科技运载火箭及发动机智能制造基地、山东箭元航天科技总装总测生产基地、成都星际荣耀火箭生产总部基地、安庆年发 20 发可回收液体火箭制造厂房建设项目等多个高端制造基地设计项目	2026-03-10\|13.48\|10.04\|12.50\|13.48\|12.39\|134769;2026-03-11\|13.38\|-0.74\|13.63\|13.71\|13.22\|342685;2026-03-12\|13.31\|-0.52\|13.38\|13.51\|13.23\|165398;2026-03-13\|13.13\|-1.35\|13.31\|13.55\|13.13\|211233;2026-03-16\|13.41\|2.13\|13.04\|13.50\|12.97\|170074;2026-03-17\|13.18\|-1.72\|13.32\|13.65\|13.18\|145022;2026-03-18\|13.84\|5.01\|13.30\|14.38\|13.03\|298066;2026-03-19\|13.79\|-0.36\|13.40\|14.08\|13.40\|267771;2026-03-20\|13.49\|-2.18\|13.81\|14.28\|13.49\|209038;2026-03-23\|12.66\|-6.15\|13.34\|13.70\|12.47\|218186;2026-03-24\|13.93\|10.03\|12.93\|13.93\|12.66\|187940;2026-03-25\|13.93\|0.00\|14.00\|14.30\|13.78\|319308;2026-03-26\|14.60\|4.81\|13.96\|15.32\|13.77\|495405;2026-03-27\|14.33\|-1.85\|14.05\|14.78\|14.05\|323745;2026-03-30\|15.76\|9.98\|14.20\|15.76\|14.14\|314357;2026-03-31\|16.32\|3.55\|16.20\|17.34\|15.51\|688113;2026-04-01\|17.57\|7.66\|16.50\|17.95\|15.71\|606440;2026-04-02\|16.16\|-8.03\|16.86\|17.17\|15.81\|474914;2026-04-03\|14.54\|-10.02\|15.98\|15.99\|14.54\|261346;2026-04-07\|13.21\|-9.15\|13.63\|13.92\|13.10\|351002;2026-04-08\|13.95\|5.60\|13.42\|14.04\|13.25\|329306;2026-04-09\|13.63\|-2.29\|13.76\|14.05\|13.26\|263178;2026-04-10\|13.39\|-1.76\|13.95\|14.18\|13.38\|218710;2026-04-13\|13.46\|0.52\|13.36\|13.66\|12.92\|196840;2026-04-14\|13.35\|-0.82\|13.65\|13.66\|12.91\|204525;2026-04-15\|13.16\|-1.42\|13.33\|13.59\|13.08\|169220;2026-04-16\|12.82\|-2.58\|13.07\|13.10\|12.69\|182539;2026-04-17\|12.92\|0.78\|12.75\|13.10\|12.46\|214044;2026-04-20\|14.21\|9.98\|12.92\|14.21\|12.92\|134872;2026-04-21\|15.63\|9.99\|15.53\|15.63\|15.26\|147392;2026-04-22\|14.96\|-4.29\|15.63\|15.63\|14.37\|507613;2026-04-23\|16.46\|10.03\|14.53\|16.46\|14.53\|406713;2026-04-24\|15.26\|-7.29\|16.00\|16.13\|15.05\|470526;2026-04-27\|14.95\|-2.03\|15.07\|15.11\|14.55\|284423;2026-04-28\|13.90\|-7.02\|14.82\|14.85\|13.73\|261947;2026-04-29\|15.29\|10.00\|14.00\|15.29\|13.86\|285079;2026-04-30\|15.40\|0.72\|15.22\|15.87\|14.92\|453746;2026-05-06\|15.74\|2.21\|15.54\|15.95\|15.13\|387109;2026-05-07\|16.18\|2.80\|15.63\|16.28\|15.55\|367524;2026-05-08\|16.69\|3.15\|15.89\|17.80\|15.70\|529352;2026-05-11\|16.10\|-3.54\|16.61\|16.65\|15.91\|354608;2026-05-12\|15.77\|-2.05\|16.05\|16.05\|15.56\|231567;2026-05-13\|15.65\|-0.76\|15.62\|15.95\|15.59\|179794;2026-05-14\|15.09\|-3.58\|15.56\|15.79\|15.04\|177913;2026-05-15\|14.76\|-2.19\|15.09\|15.34\|14.66\|134263;2026-05-18\|14.96\|1.35\|14.77\|15.18\|14.77\|116836;2026-05-19\|14.57\|-2.61\|14.78\|14.92\|14.15\|140133;2026-05-20\|14.47\|-0.69\|14.40\|14.62\|14.31\|84221;2026-05-21\|13.50\|-6.70\|14.43\|14.51\|13.42\|137224;2026-05-22\|13.81\|2.30\|13.80\|13.85\|13.52\|85748;2026-05-25\|13.16\|-4.71\|13.81\|13.89\|12.91\|134236;2026-05-26\|12.85\|-2.36\|13.10\|13.10\|12.66\|99702;2026-05-27\|12.42\|-3.35\|12.86\|12.97\|12.17\|113985;2026-05-28\|12.55\|1.05\|12.30\|12.73\|12.21\|74652;2026-05-29\|11.89\|-5.26\|12.51\|12.56\|11.76\|127637;2026-06-01\|12.06\|1.43\|11.74\|12.20\|11.74\|65866;2026-06-02\|11.66\|-3.32\|12.00\|12.05\|11.51\|71837;2026-06-03\|11.79\|1.11\|11.66\|12.00\|11.54\|96089;2026-06-04\|11.51\|-2.37\|11.85\|11.94\|11.40\|77161;2026-06-05\|11.70\|1.65\|11.60\|11.88\|11.23\|87888;2026-06-08\|11.33\|-3.16\|11.34\|11.86\|11.16\|76755;2026-06-09\|11.28\|-0.44\|11.33\|11.48\|11.18\|54135;2026-06-10\|11.17\|-0.98\|11.24\|11.33\|10.96\|64649;2026-06-11\|10.87\|-1.36\|10.97\|11.06\|10.78\|44168;2026-06-12\|11.07\|1.84\|10.97\|11.36\|10.97\|67925;2026-06-15\|10.92\|-1.35\|11.00\|11.16\|10.85\|71189;2026-06-16\|10.88\|-0.37\|10.94\|11.01\|10.68\|69776;2026-06-17\|11.07\|1.75\|10.80\|11.45\|10.73\|136272;2026-06-18\|10.87\|-1.81\|10.92\|11.07\|10.56\|88261;2026-06-22\|10.58\|-2.67\|10.81\|10.81\|10.22\|112884;2026-06-23\|10.63\|0.47\|10.57\|10.80\|10.48\|77980;2026-06-24\|10.29\|-3.20\|10.59\|10.72\|10.10\|79630;2026-06-25\|10.06\|-2.24\|10.25\|10.33\|9.99\|70137;2026-06-26\|10.13\|0.70\|10.00\|10.42\|9.76\|118820;2026-06-29\|9.89\|-2.37\|9.99\|10.28\|9.73\|84914;2026-06-30\|9.95\|0.61\|9.82\|10.14\|9.80\|68639;2026-07-01\|10.16\|2.11\|9.94\|10.42\|9.84\|84906;2026-07-02\|9.91\|-2.46\|10.02\|10.38\|9.88\|71354;2026-07-03\|10.30\|3.94\|9.93\|10.41\|9.93\|89742;2026-07-06\|9.72\|-5.63\|10.35\|10.38\|9.71\|107825;2026-07-07\|9.41\|-3.19\|9.79\|9.79\|9.37\|52456;2026-07-08\|9.28\|-1.38\|9.35\|9.53\|9.20\|53347;2026-07-09\|9.29\|0.11\|9.15\|9.35\|8.99\|49966;2026-07-10\|9.87\|6.24\|9.30\|10.22\|9.17\|219856;2026-07-13\|9.01\|-8.71\|9.79\|9.79\|9.00\|159798;2026-07-14\|9.05\|0.44\|8.98\|9.11\|8.78\|94312;2026-07-15\|9.14\|0.99\|9.03\|9.29\|9.02\|62862;2026-07-16\|9.13\|-0.11\|9.14\|9.29\|8.98\|50843;2026-07-17\|8.68\|-4.93\|9.05\|9.24\|8.58\|88269
110215	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	磷化铟扩产+AI光通信+锗业龙头行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年6月1日互动易，公司于2026年4月实施“高品质磷化铟单晶片建设项目”，计划将磷化铟晶片产能从15万片/年扩至45万片/年；据2026年5月27日投资者关系活动记录表，近期光通信市场景气度提升，下游对磷化铟晶片需求快速增长，价格有所上涨。 2、据2025年年报，公司集锗矿开采、精深加工于一体，锗产品产销量全国第一，是国内最大的锗系列产品生产商和供应商；据东吴证券2026年6月9日研报，公司是国内唯一集锗矿采选、精深加工、半导体材料研发为一体的国家高新技术企业，首次覆盖给予“买入”评级。 3、据2026年6月18日互动易，受上游原材料价格上涨影响，公司光纤级四氯化锗产品价格相应有所上涨。	1、公司“空间太阳能电池用锗晶片建设项目”2025年末将形成年产125万片产能，最终达250万片，锗晶片主要用于空间卫星、空间站等深空设备的空间卫星电池，直接配套商业航天需求； 2、公司磷化铟晶片产能为15万片/年（2—4英寸）	2026-03-10\|44.62\|4.45\|43.46\|45.20\|42.51\|516097;2026-03-11\|46.00\|3.09\|46.30\|49.00\|45.50\|844795;2026-03-12\|45.17\|-1.80\|46.01\|47.30\|44.05\|520589;2026-03-13\|43.36\|-4.01\|44.78\|46.30\|43.15\|459826;2026-03-16\|42.95\|-0.95\|43.77\|44.97\|41.68\|465932;2026-03-17\|40.14\|-6.54\|42.80\|42.85\|40.00\|431846;2026-03-18\|40.75\|1.52\|40.11\|41.36\|39.84\|288816;2026-03-19\|39.51\|-3.04\|39.99\|40.73\|38.86\|345324;2026-03-20\|43.46\|10.00\|43.45\|43.46\|43.45\|193417;2026-03-23\|40.60\|-6.58\|43.00\|44.50\|40.06\|821138;2026-03-24\|44.66\|10.00\|43.70\|44.66\|41.21\|837439;2026-03-25\|48.43\|8.44\|48.00\|49.13\|46.81\|1281353;2026-03-26\|46.69\|-3.59\|48.20\|48.64\|46.09\|764850;2026-03-27\|51.36\|10.00\|44.88\|51.36\|44.88\|795091;2026-03-30\|52.35\|1.93\|51.36\|54.30\|50.20\|1072667;2026-03-31\|48.91\|-6.57\|52.00\|52.80\|48.01\|923067;2026-04-01\|49.90\|2.02\|51.21\|51.51\|48.11\|751465;2026-04-02\|47.50\|-4.81\|48.01\|49.61\|46.11\|698628;2026-04-03\|51.71\|8.86\|49.06\|52.25\|49.06\|1086970;2026-04-07\|52.76\|2.03\|51.91\|54.75\|51.08\|883665;2026-04-08\|54.25\|2.82\|54.00\|55.03\|52.03\|1067489;2026-04-09\|55.59\|2.47\|53.80\|56.70\|53.35\|925942;2026-04-10\|56.79\|2.16\|58.29\|59.50\|53.65\|1192132;2026-04-13\|55.13\|-2.92\|57.11\|57.39\|54.16\|811038;2026-04-14\|58.88\|6.80\|56.00\|60.64\|54.56\|1165598;2026-04-15\|57.15\|-2.94\|59.71\|59.85\|56.70\|793630;2026-04-16\|56.36\|-1.38\|56.27\|57.40\|55.51\|646704;2026-04-17\|62.00\|10.01\|60.53\|62.00\|59.07\|1005293;2026-04-20\|68.20\|10.00\|63.86\|68.20\|63.68\|1157818;2026-04-21\|68.40\|0.29\|68.32\|70.48\|66.74\|1180937;2026-04-22\|75.24\|10.00\|68.53\|75.24\|68.53\|714571;2026-04-23\|76.88\|2.18\|76.29\|82.76\|74.70\|1667523;2026-04-24\|77.12\|0.31\|76.07\|81.30\|73.40\|1371497;2026-04-27\|72.80\|-5.60\|76.93\|77.95\|72.52\|1169710;2026-04-28\|69.68\|-4.29\|72.60\|73.00\|68.89\|882710;2026-04-29\|69.22\|-0.66\|68.61\|70.33\|68.12\|737225;2026-04-30\|70.01\|1.14\|68.72\|72.12\|68.72\|1031240;2026-05-06\|77.01\|10.00\|75.00\|77.01\|73.43\|1206247;2026-05-07\|80.20\|4.14\|77.01\|81.49\|75.21\|1056903;2026-05-08\|86.07\|7.32\|79.77\|88.22\|79.50\|1129068;2026-05-11\|92.20\|7.12\|88.50\|92.28\|86.60\|1109828;2026-05-12\|101.42\|10.00\|91.28\|101.42\|88.99\|1127451;2026-05-13\|101.51\|0.09\|100.00\|105.10\|97.10\|1078579;2026-05-14\|97.20\|-4.25\|100.00\|105.17\|97.00\|1001161;2026-05-15\|90.33\|-7.07\|96.02\|97.28\|88.86\|1186091;2026-05-18\|91.44\|1.23\|90.00\|96.10\|89.99\|874666;2026-05-19\|90.59\|-0.93\|90.16\|90.85\|85.33\|793117;2026-05-20\|91.00\|0.45\|89.69\|95.55\|88.74\|1029894;2026-05-21\|83.80\|-7.91\|92.54\|92.54\|83.35\|958975;2026-05-22\|87.10\|3.94\|86.11\|87.95\|84.22\|825636;2026-05-25\|89.40\|2.64\|90.52\|91.94\|88.04\|783303;2026-05-26\|83.10\|-7.05\|89.00\|89.40\|81.58\|858242;2026-05-27\|81.68\|-1.71\|81.85\|85.77\|80.13\|819809;2026-05-28\|89.85\|10.00\|81.01\|89.85\|79.45\|903080;2026-05-29\|91.18\|1.48\|95.10\|97.00\|89.05\|1274878;2026-06-01\|82.06\|-10.00\|87.27\|88.88\|82.06\|948090;2026-06-02\|86.37\|5.25\|81.74\|88.14\|78.25\|1077313;2026-06-03\|88.99\|3.03\|87.56\|92.81\|86.50\|1080145;2026-06-04\|88.61\|-0.43\|85.00\|89.66\|84.28\|687087;2026-06-05\|85.50\|-3.51\|87.04\|92.49\|85.20\|818614;2026-06-08\|78.64\|-8.02\|78.00\|84.50\|78.00\|707055;2026-06-09\|84.67\|7.67\|81.00\|85.25\|78.80\|673082;2026-06-10\|80.22\|-5.26\|81.69\|83.20\|79.08\|572234;2026-06-11\|88.24\|10.00\|81.60\|88.24\|81.05\|1305523;2026-06-12\|92.26\|4.56\|89.50\|93.39\|87.00\|1305378;2026-06-15\|101.49\|10.00\|95.00\|101.49\|93.00\|982061;2026-06-16\|101.20\|-0.29\|103.33\|108.66\|100.00\|1446213;2026-06-17\|99.26\|-1.92\|97.97\|100.30\|96.12\|1003182;2026-06-18\|100.44\|1.19\|99.26\|103.80\|97.00\|933649;2026-06-22\|110.48\|10.00\|106.95\|110.48\|105.40\|352573;2026-06-23\|111.90\|1.29\|119.24\|120.00\|108.50\|1301282;2026-06-24\|123.09\|10.00\|109.06\|123.09\|106.01\|1210272;2026-06-25\|130.10\|5.70\|124.55\|132.88\|123.09\|949093;2026-06-26\|120.48\|-7.39\|127.50\|132.86\|118.54\|992625;2026-06-29\|124.00\|2.92\|120.50\|124.88\|111.97\|965092;2026-06-30\|120.18\|-3.08\|120.00\|123.38\|113.61\|751276;2026-07-01\|114.85\|-4.43\|120.00\|122.90\|113.50\|757242;2026-07-02\|106.90\|-6.92\|108.22\|114.50\|106.12\|700677;2026-07-03\|105.07\|-1.70\|105.58\|109.00\|101.60\|560737;2026-07-06\|105.31\|0.23\|107.77\|109.60\|102.30\|572998;2026-07-07\|110.00\|4.45\|105.48\|110.77\|104.55\|657784;2026-07-08\|99.00\|-10.00\|107.00\|109.66\|99.00\|653992;2026-07-09\|102.98\|4.02\|100.05\|104.50\|92.16\|885627;2026-07-10\|100.26\|-2.64\|103.00\|106.89\|100.00\|777161;2026-07-13\|90.23\|-10.00\|97.24\|98.20\|90.23\|545837;2026-07-14\|94.77\|5.03\|90.18\|95.25\|86.87\|616538;2026-07-15\|87.83\|-7.32\|96.27\|97.00\|87.30\|453871;2026-07-16\|83.39\|-5.06\|86.26\|88.36\|82.00\|436282;2026-07-17\|75.05\|-10.00\|82.24\|84.00\|75.05\|460939
110214	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	商业航天+钙钛矿电池+一带一路行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2026年4月24日年报，公司控股子公司晶皓新能源钙钛矿太阳能电池已通过卫星在轨验证，输出电压稳定，并获新加坡、马来西亚订单，超薄柔性组件通过德国TÜV莱茵认证。 2、据2025年8月29日半年报及2026年4月24日年报，公司境外营收占比82.45%，300余个海外标杆项目覆盖东南亚、中东等“一带一路”沿线，岩土工程主业持续巩固。 3、据2025年9月19日互动易，公司深度契合国家商业航天战略，聚焦低轨卫星互联网、空间能源系统，与长光卫星、钧天航宇等头部单位战略合作，推进钙钛矿电池在卫星领域应用。	天基基础设施能源分系统核心供应商	2026-03-10\|51.73\|3.01\|50.24\|51.80\|50.24\|27622;2026-03-11\|51.01\|-1.39\|54.87\|54.99\|51.00\|51648;2026-03-12\|48.95\|-4.04\|50.90\|50.98\|48.80\|38117;2026-03-13\|48.12\|-1.70\|48.78\|49.50\|48.12\|26920;2026-03-16\|48.39\|0.56\|47.80\|48.68\|47.61\|21390;2026-03-17\|47.81\|-1.20\|48.97\|49.41\|47.70\|21991;2026-03-18\|49.15\|2.80\|47.70\|49.30\|47.50\|32211;2026-03-19\|47.79\|-2.77\|48.46\|49.40\|47.47\|34423;2026-03-20\|47.31\|-1.00\|48.02\|49.25\|47.31\|29840;2026-03-23\|46.00\|-2.77\|46.45\|48.90\|45.65\|45566;2026-03-24\|45.99\|-0.02\|46.87\|47.13\|44.59\|41862;2026-03-25\|46.33\|0.74\|45.90\|46.84\|45.83\|27849;2026-03-26\|45.71\|-1.34\|46.38\|46.92\|45.47\|29260;2026-03-27\|45.99\|0.61\|45.02\|46.38\|44.86\|22844;2026-03-30\|47.09\|2.39\|45.30\|47.10\|45.07\|28407;2026-03-31\|47.69\|1.27\|47.51\|48.66\|47.03\|49467;2026-04-01\|46.47\|-2.56\|48.20\|48.39\|46.03\|38776;2026-04-02\|45.94\|-1.14\|46.44\|46.85\|45.70\|22109;2026-04-03\|45.06\|-1.92\|46.00\|46.50\|44.60\|24019;2026-04-07\|45.37\|0.69\|45.18\|46.45\|45.01\|22678;2026-04-08\|48.48\|6.85\|46.10\|48.84\|46.00\|41590;2026-04-09\|47.42\|-2.19\|47.20\|48.60\|46.51\|34651;2026-04-10\|47.22\|-0.42\|47.73\|48.63\|47.13\|30238;2026-04-13\|47.51\|0.61\|46.71\|47.90\|46.69\|24239;2026-04-14\|48.49\|2.06\|47.75\|48.49\|46.60\|36905;2026-04-15\|51.14\|5.46\|48.88\|52.52\|48.41\|98876;2026-04-16\|54.06\|5.71\|50.63\|55.29\|50.63\|114873;2026-04-17\|54.09\|0.06\|54.18\|55.58\|52.30\|77429;2026-04-20\|53.09\|-1.85\|54.07\|55.10\|52.58\|94431;2026-04-21\|56.11\|5.69\|53.80\|56.66\|53.03\|109000;2026-04-22\|52.56\|-6.33\|55.00\|55.00\|52.22\|90103;2026-04-23\|50.90\|-3.16\|52.22\|53.15\|50.60\|57084;2026-04-24\|47.82\|-6.05\|50.00\|50.43\|47.45\|64046;2026-04-27\|47.20\|-1.30\|47.79\|48.07\|46.54\|30727;2026-04-28\|44.81\|-5.06\|47.18\|47.18\|44.66\|42063;2026-04-29\|45.17\|0.80\|44.30\|45.54\|44.30\|32608;2026-04-30\|48.30\|6.93\|45.00\|49.58\|44.60\|73242;2026-05-06\|49.27\|2.01\|47.70\|50.22\|47.55\|68681;2026-05-07\|54.20\|10.01\|49.42\|54.20\|49.28\|70491;2026-05-08\|58.68\|8.27\|54.18\|59.62\|53.55\|176150;2026-05-11\|59.50\|1.40\|59.98\|62.50\|57.75\|124124;2026-05-12\|57.80\|-2.86\|62.00\|62.00\|57.29\|86222;2026-05-13\|59.48\|2.91\|57.80\|61.36\|56.62\|86683;2026-05-14\|57.75\|-2.91\|59.48\|60.95\|57.05\|59032;2026-05-15\|55.59\|-3.74\|57.73\|58.09\|54.28\|53833;2026-05-18\|56.22\|1.13\|55.35\|58.30\|54.71\|40962;2026-05-19\|50.61\|-9.98\|56.07\|56.22\|50.60\|80266;2026-05-20\|51.14\|1.05\|50.60\|54.69\|50.51\|74749;2026-05-21\|52.81\|3.27\|51.00\|55.76\|50.98\|82689;2026-05-22\|51.44\|-2.59\|53.06\|53.38\|51.00\|52364;2026-05-25\|52.80\|2.64\|52.47\|56.20\|52.47\|101059;2026-05-26\|51.08\|-3.26\|52.00\|52.56\|49.02\|61828;2026-05-27\|48.75\|-4.56\|51.08\|52.69\|48.18\|45035;2026-05-28\|49.16\|0.84\|48.41\|50.49\|48.00\|32525;2026-05-29\|46.40\|-5.61\|49.49\|49.49\|46.00\|42679;2026-06-01\|44.54\|-4.01\|46.47\|47.01\|44.40\|34017;2026-06-02\|43.55\|-2.05\|44.75\|44.75\|42.23\|35548;2026-06-03\|43.57\|0.05\|43.38\|44.89\|43.00\|31425;2026-06-04\|42.23\|-3.08\|43.22\|43.25\|42.01\|25901;2026-06-05\|41.45\|-1.85\|41.97\|42.54\|39.41\|90381;2026-06-08\|38.93\|-6.08\|40.11\|41.89\|38.55\|50929;2026-06-09\|38.50\|-1.10\|39.37\|39.39\|38.06\|37948;2026-06-10\|36.95\|-4.03\|38.79\|38.80\|36.41\|36323;2026-06-11\|36.05\|-2.44\|36.60\|36.65\|35.60\|34126;2026-06-12\|36.56\|1.41\|36.16\|38.46\|36.16\|56507;2026-06-15\|36.29\|-0.74\|37.04\|37.32\|35.81\|53361;2026-06-16\|36.35\|0.17\|36.69\|37.29\|35.30\|49555;2026-06-17\|36.12\|-0.63\|36.00\|37.28\|35.78\|43953;2026-06-18\|37.40\|3.54\|35.85\|39.69\|35.50\|100038;2026-06-22\|36.00\|-3.74\|37.50\|37.95\|35.20\|77365;2026-06-23\|34.94\|-2.94\|35.81\|36.10\|34.88\|45096;2026-06-24\|38.43\|9.99\|35.30\|38.43\|34.04\|90473;2026-06-25\|39.34\|2.37\|40.51\|42.27\|39.00\|187355;2026-06-26\|39.66\|0.81\|39.46\|41.80\|37.59\|157161;2026-06-29\|39.18\|-1.21\|38.85\|39.65\|37.42\|92795;2026-06-30\|38.43\|-1.91\|39.39\|40.22\|38.20\|66778;2026-07-01\|38.99\|1.46\|38.26\|40.04\|37.00\|76819;2026-07-02\|39.24\|0.64\|38.31\|41.39\|38.01\|85914;2026-07-03\|41.73\|6.35\|38.53\|42.65\|38.51\|126555;2026-07-06\|37.56\|-9.99\|41.82\|42.28\|37.56\|70946;2026-07-07\|34.32\|-8.63\|35.88\|37.72\|34.11\|86405;2026-07-08\|32.63\|-4.92\|34.00\|35.39\|32.58\|67403;2026-07-09\|34.00\|4.20\|32.07\|34.18\|32.07\|64992;2026-07-10\|37.40\|10.00\|34.00\|37.40\|33.50\|67926;2026-07-13\|33.66\|-10.00\|36.32\|36.66\|33.66\|30484;2026-07-14\|30.29\|-10.01\|31.20\|31.97\|30.29\|19776;2026-07-15\|29.36\|-3.07\|27.26\|30.53\|27.26\|108463;2026-07-16\|28.90\|-1.57\|28.77\|30.13\|28.62\|88743;2026-07-17\|26.84\|-7.13\|28.90\|29.48\|26.44\|64245
110213	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	人形机器人+光伏+国企行业原因：日前，特斯拉正式宣布，旗下Optimus人形机器人于2026年第二季度启动量产，首批量产机型Optimus Gen-3已在加州弗里蒙特工厂下线并投入内部测试。公司原因： 1、据2025年9月29日投资者关系活动记录表，公司人形机器人腱绳样品已送测多家企业，并与上海交通大学机器人团队签订订单、与上海卓益得机器人有限公司签署战略合作协议。 2、据2025年年度报告，控股公司赛福天新能源已与隆基绿能、晶科能源等光伏龙头建立合作关系，山西赛福天具备光伏电站设计及施工资质。 3、公司最终控制人为江苏省吴中经济技术发展集团有限公司等国有主体，具备国企背景。	公司是国内唯一通过太空级T疲劳测试的机器人腱绳供应商，掌握微米级钢-塑复合工艺，已获上海交大、卓益得超1200万订单	2026-03-10\|9.83\|2.08\|9.74\|9.85\|9.71\|43170;2026-03-11\|9.73\|-1.02\|9.92\|9.93\|9.69\|43604;2026-03-12\|9.46\|-2.77\|9.68\|9.75\|9.41\|52405;2026-03-13\|9.35\|-1.16\|9.50\|9.57\|9.31\|40609;2026-03-16\|9.43\|0.86\|9.35\|9.67\|9.31\|58275;2026-03-17\|9.19\|-2.55\|9.42\|9.49\|9.16\|43678;2026-03-18\|9.31\|1.31\|9.25\|9.34\|9.11\|37255;2026-03-19\|9.02\|-3.11\|9.20\|9.27\|8.95\|44418;2026-03-20\|8.73\|-3.22\|8.98\|9.10\|8.70\|52496;2026-03-23\|8.06\|-7.67\|8.51\|8.68\|8.02\|74094;2026-03-24\|8.55\|6.08\|8.29\|8.55\|8.13\|77184;2026-03-25\|8.67\|1.40\|8.59\|8.75\|8.58\|45393;2026-03-26\|8.47\|-2.31\|8.70\|8.74\|8.38\|47280;2026-03-27\|8.61\|1.65\|8.54\|8.64\|8.31\|43521;2026-03-30\|8.65\|0.46\|8.51\|8.65\|8.44\|45598;2026-03-31\|8.51\|-1.62\|8.66\|8.78\|8.46\|56304;2026-04-01\|8.57\|0.71\|8.65\|8.69\|8.49\|45162;2026-04-02\|8.36\|-2.45\|8.52\|8.59\|8.29\|49004;2026-04-03\|8.08\|-3.35\|8.39\|8.45\|8.04\|42788;2026-04-07\|8.35\|3.34\|7.99\|8.40\|7.99\|62351;2026-04-08\|8.69\|4.07\|8.50\|8.69\|8.45\|49629;2026-04-09\|8.53\|-1.84\|8.64\|8.69\|8.47\|36661;2026-04-10\|8.60\|0.82\|8.52\|8.69\|8.52\|32466;2026-04-13\|8.54\|-0.70\|8.55\|8.63\|8.48\|31111;2026-04-14\|8.46\|-0.94\|8.64\|8.64\|8.35\|47510;2026-04-15\|8.37\|-1.06\|8.48\|8.66\|8.36\|46086;2026-04-16\|8.54\|2.03\|8.37\|8.58\|8.33\|42302;2026-04-17\|8.51\|-0.35\|8.55\|8.57\|8.41\|31178;2026-04-20\|8.62\|1.29\|8.50\|8.67\|8.44\|40034;2026-04-21\|8.61\|-0.12\|8.62\|8.72\|8.52\|44642;2026-04-22\|8.50\|-1.28\|8.53\|8.60\|8.46\|36103;2026-04-23\|8.05\|-5.29\|8.26\|8.37\|7.91\|102094;2026-04-24\|8.30\|3.11\|8.04\|8.39\|7.93\|84690;2026-04-27\|8.35\|0.60\|8.45\|8.47\|8.12\|92157;2026-04-28\|8.29\|-0.72\|8.41\|8.47\|8.20\|61551;2026-04-29\|8.59\|3.62\|8.27\|8.62\|8.20\|87277;2026-04-30\|8.68\|1.05\|8.59\|8.71\|8.51\|66712;2026-05-06\|8.61\|-0.81\|8.72\|8.75\|8.57\|59085;2026-05-07\|8.75\|1.63\|8.64\|8.81\|8.55\|63813;2026-05-08\|9.63\|10.06\|8.75\|9.63\|8.67\|213613;2026-05-11\|9.66\|0.31\|9.66\|9.75\|9.21\|285783;2026-05-12\|9.75\|0.93\|9.65\|9.76\|9.53\|174019;2026-05-13\|9.72\|-0.31\|9.66\|9.80\|9.53\|137499;2026-05-14\|9.30\|-4.32\|9.74\|9.79\|9.30\|109205;2026-05-15\|9.49\|2.04\|9.29\|9.71\|9.20\|104300;2026-05-18\|9.48\|-0.11\|9.47\|9.52\|9.27\|77638;2026-05-19\|9.48\|0.00\|9.60\|10.08\|9.38\|122411;2026-05-20\|9.42\|-0.63\|9.50\|9.50\|9.18\|85557;2026-05-21\|9.01\|-4.35\|9.41\|9.49\|9.00\|78625;2026-05-22\|9.28\|3.00\|9.08\|9.41\|8.95\|71039;2026-05-25\|9.12\|-1.72\|9.31\|9.48\|9.02\|65565;2026-05-26\|8.67\|-4.93\|9.09\|9.09\|8.58\|80482;2026-05-27\|8.39\|-3.23\|8.69\|8.76\|8.34\|65189;2026-05-28\|8.43\|0.48\|8.39\|8.55\|8.18\|56885;2026-05-29\|8.06\|-4.39\|8.55\|8.55\|7.98\|53864;2026-06-01\|8.19\|1.61\|8.06\|8.31\|7.90\|39821;2026-06-02\|7.92\|-3.30\|8.18\|8.36\|7.83\|55394;2026-06-03\|7.79\|-1.64\|7.91\|7.97\|7.74\|39487;2026-06-04\|7.73\|-0.77\|7.77\|7.85\|7.61\|34038;2026-06-05\|7.90\|2.20\|7.75\|8.12\|7.56\|45040;2026-06-08\|7.57\|-4.18\|7.60\|7.90\|7.42\|60892;2026-06-09\|7.66\|1.19\|7.69\|7.76\|7.46\|39807;2026-06-10\|7.50\|-2.09\|7.58\|7.65\|7.23\|42605;2026-06-11\|7.38\|-1.60\|7.48\|7.48\|7.25\|32513;2026-06-12\|7.48\|1.35\|7.57\|7.60\|7.32\|35597;2026-06-15\|7.42\|-0.80\|7.43\|7.77\|7.34\|45516;2026-06-16\|7.47\|0.67\|7.39\|7.54\|7.22\|41594;2026-06-17\|7.30\|-2.28\|7.39\|7.50\|7.28\|42989;2026-06-18\|7.45\|2.05\|7.31\|7.50\|7.17\|48127;2026-06-22\|7.32\|-1.75\|7.44\|7.44\|7.03\|68167;2026-06-23\|7.38\|0.82\|7.33\|7.68\|7.21\|50652;2026-06-24\|7.01\|-5.01\|7.41\|7.51\|6.96\|52790;2026-06-25\|6.84\|-2.43\|7.00\|7.03\|6.78\|44841;2026-06-26\|6.67\|-2.49\|6.70\|6.95\|6.63\|44787;2026-06-29\|6.63\|-0.60\|6.61\|6.80\|6.34\|65538;2026-06-30\|6.47\|-2.41\|6.63\|6.76\|6.46\|40888;2026-07-01\|6.68\|3.25\|6.47\|6.87\|6.40\|69602;2026-07-02\|6.62\|-0.90\|6.70\|6.85\|6.59\|59961;2026-07-03\|6.94\|4.83\|6.69\|7.05\|6.51\|82103;2026-07-06\|6.73\|-3.03\|6.94\|7.11\|6.72\|65951;2026-07-07\|6.48\|-3.71\|6.76\|6.81\|6.46\|47248;2026-07-08\|6.34\|-2.16\|6.47\|6.48\|6.25\|35750;2026-07-09\|6.38\|0.63\|6.34\|6.46\|6.17\|37279;2026-07-10\|6.59\|3.29\|6.38\|6.82\|6.30\|58753;2026-07-13\|6.23\|-5.46\|6.58\|6.62\|6.19\|59105;2026-07-14\|6.47\|3.85\|6.22\|6.50\|6.10\|50918;2026-07-15\|6.47\|0.00\|6.44\|6.56\|6.32\|36490;2026-07-16\|6.48\|0.15\|6.47\|6.67\|6.37\|34117;2026-07-17\|6.22\|-4.01\|6.48\|6.59\|6.19\|54938
110212	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	商业航天+蓝军装备+通信与指控装备+央企行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年5月19日投资者关系活动记录表，公司2026年将遵循“122”总体发展思路，以航天防务信息科技为主要发展方向，聚焦蓝军装备和新一代通信与指控装备两大核心主业，新一代通信与指控装备板块经营已改善并实现盈利，成为营收贡献点。 2、据2026年4月29日年报，国家“十五五”规划将商业航天纳入战略性新兴产业集群，公司“天目一号”星座22星已全部发射并完成组网，数据产品通过中国气象局认证并进入数值预报业务系统。 3、据2026年4月29日年报，公司依托航天科工集团特有的央企战略地位和航天品牌优势，深度参与武器装备科研、生产和配套体系建设，最终控制方为中国航天科工集团有限公司。	公司位于福建省福州市，已完成天目一号掩星探测星座1-22星发射，实现星座阶段组网运行	2026-03-10\|33.66\|4.86\|32.51\|34.30\|32.12\|3649888;2026-03-11\|33.31\|-1.04\|34.00\|34.00\|32.80\|2970300;2026-03-12\|31.47\|-5.52\|33.00\|33.31\|31.09\|2570346;2026-03-13\|31.03\|-1.40\|30.80\|32.18\|30.09\|2213093;2026-03-16\|31.87\|2.71\|30.70\|31.88\|30.18\|1865085;2026-03-17\|30.49\|-4.33\|31.88\|32.35\|30.35\|1699251;2026-03-18\|31.40\|2.98\|30.24\|32.00\|29.89\|2208020;2026-03-19\|30.36\|-3.31\|30.51\|31.33\|30.00\|1632000;2026-03-20\|28.00\|-7.77\|30.58\|30.76\|27.60\|2065762;2026-03-23\|26.29\|-6.11\|27.00\|28.01\|26.05\|1639108;2026-03-24\|26.93\|2.43\|26.88\|27.29\|24.83\|2256621;2026-03-25\|27.07\|0.52\|26.70\|27.45\|26.68\|1785785;2026-03-26\|28.15\|3.99\|27.52\|28.80\|26.42\|2614042;2026-03-27\|27.36\|-2.81\|27.02\|28.43\|26.80\|1774642;2026-03-30\|28.68\|4.82\|27.10\|29.30\|27.10\|2357897;2026-03-31\|28.46\|-0.77\|28.67\|29.78\|28.20\|2504271;2026-04-01\|27.84\|-2.18\|28.46\|28.80\|27.16\|2003412;2026-04-02\|27.03\|-2.91\|27.79\|28.21\|26.91\|1237385;2026-04-03\|25.78\|-4.62\|27.19\|27.30\|25.70\|1326266;2026-04-07\|25.93\|0.58\|25.77\|26.28\|25.57\|1026460;2026-04-08\|27.60\|6.44\|26.61\|27.76\|26.30\|1754075;2026-04-09\|26.78\|-2.97\|27.18\|27.50\|26.65\|1336343;2026-04-10\|26.49\|-1.08\|27.10\|27.41\|26.35\|1260248;2026-04-13\|26.42\|-0.26\|26.14\|26.80\|26.14\|866060;2026-04-14\|27.17\|2.84\|26.60\|27.34\|26.12\|1960793;2026-04-15\|27.67\|1.84\|27.18\|28.57\|26.97\|2431763;2026-04-16\|27.40\|-0.98\|27.30\|27.79\|26.75\|1946031;2026-04-17\|26.98\|-1.53\|27.12\|27.90\|26.85\|2056840;2026-04-20\|28.75\|6.56\|26.88\|29.50\|26.70\|3137167;2026-04-21\|28.01\|-2.57\|28.70\|29.07\|27.52\|2244553;2026-04-22\|27.20\|-2.89\|27.46\|27.64\|26.86\|1839935;2026-04-23\|26.22\|-3.60\|27.00\|27.14\|26.20\|1437731;2026-04-24\|26.30\|0.31\|26.12\|26.58\|25.81\|935349;2026-04-27\|25.34\|-3.65\|26.00\|26.04\|25.10\|1247364;2026-04-28\|23.50\|-7.26\|25.06\|25.06\|23.50\|1534235;2026-04-29\|24.06\|2.38\|23.50\|24.24\|23.44\|986828;2026-04-30\|24.58\|2.16\|24.36\|24.74\|24.25\|951695;2026-05-06\|24.95\|1.51\|24.58\|25.34\|24.58\|1050658;2026-05-07\|25.08\|0.52\|25.18\|25.21\|24.70\|1073200;2026-05-08\|27.59\|10.01\|24.83\|27.59\|24.68\|2462303;2026-05-11\|28.81\|4.42\|28.59\|29.97\|27.47\|3795209;2026-05-12\|27.66\|-3.99\|28.83\|29.00\|27.64\|2223229;2026-05-13\|27.96\|1.08\|27.37\|28.20\|27.32\|1773732;2026-05-14\|26.03\|-6.90\|27.83\|28.08\|26.01\|1669145;2026-05-15\|25.30\|-2.80\|25.94\|26.35\|25.17\|1179795;2026-05-18\|25.40\|0.40\|25.30\|26.11\|25.17\|957176;2026-05-19\|24.88\|-2.05\|25.31\|25.39\|24.51\|944762;2026-05-20\|24.20\|-2.73\|24.65\|24.72\|24.05\|842015;2026-05-21\|23.41\|-3.26\|24.40\|24.76\|23.36\|1044828;2026-05-22\|23.70\|1.24\|23.50\|23.80\|22.95\|735576;2026-05-25\|23.45\|-1.05\|23.96\|24.12\|23.19\|771259;2026-05-26\|22.26\|-5.07\|23.14\|23.20\|21.77\|1139712;2026-05-27\|21.20\|-4.76\|22.29\|22.49\|21.04\|1022686;2026-05-28\|21.79\|2.78\|21.21\|21.88\|21.05\|890718;2026-05-29\|20.30\|-6.84\|21.67\|21.77\|20.09\|1083447;2026-06-01\|20.10\|-0.99\|20.12\|20.61\|20.06\|640755;2026-06-02\|20.03\|-0.35\|20.43\|20.43\|18.99\|977828;2026-06-03\|20.15\|0.60\|20.00\|20.96\|19.86\|974197;2026-06-04\|19.90\|-1.24\|19.95\|20.23\|19.72\|541250;2026-06-05\|20.47\|2.86\|20.02\|20.87\|19.65\|1401280;2026-06-08\|20.07\|-1.95\|19.86\|21.49\|19.80\|1440614;2026-06-09\|19.49\|-2.89\|20.11\|20.19\|19.08\|1038809;2026-06-10\|18.87\|-3.18\|19.34\|19.73\|18.62\|875955;2026-06-11\|18.77\|-0.53\|18.62\|18.93\|18.44\|688078;2026-06-12\|20.65\|10.02\|19.03\|20.65\|18.99\|922722;2026-06-15\|19.92\|-3.54\|19.99\|19.99\|19.30\|1603859;2026-06-16\|19.96\|0.20\|20.20\|20.50\|19.80\|1220450;2026-06-17\|20.05\|0.45\|19.96\|20.80\|19.90\|1222520;2026-06-18\|19.72\|-1.65\|19.90\|20.15\|19.42\|951507;2026-06-22\|19.66\|-0.30\|19.61\|19.85\|18.82\|1046547;2026-06-23\|18.86\|-4.07\|19.73\|19.80\|18.78\|742457;2026-06-24\|19.09\|1.22\|18.77\|19.27\|18.18\|812979;2026-06-25\|18.52\|-2.99\|18.91\|19.35\|18.41\|774505;2026-06-26\|18.86\|1.84\|18.42\|19.33\|17.75\|1510892;2026-06-29\|18.30\|-2.97\|18.72\|18.85\|18.15\|960165;2026-06-30\|19.15\|4.64\|18.45\|19.25\|18.25\|1097869;2026-07-01\|19.34\|0.99\|19.06\|19.68\|19.00\|966317;2026-07-02\|18.56\|-4.03\|19.06\|19.70\|18.50\|930789;2026-07-03\|19.39\|4.47\|18.80\|20.42\|18.72\|2074648;2026-07-06\|17.70\|-8.72\|19.33\|19.74\|17.70\|1720297;2026-07-07\|16.66\|-5.88\|17.49\|17.93\|16.57\|1005697;2026-07-08\|16.04\|-3.72\|16.68\|16.94\|16.02\|751067;2026-07-09\|16.52\|2.99\|16.04\|16.57\|15.55\|798942;2026-07-10\|18.17\|9.99\|16.45\|18.17\|16.23\|1333124;2026-07-13\|16.35\|-10.02\|17.98\|17.98\|16.35\|1637749;2026-07-14\|15.14\|-7.40\|15.55\|15.55\|14.72\|1424147;2026-07-15\|14.79\|-2.31\|15.15\|15.22\|14.71\|979693;2026-07-16\|14.54\|-1.69\|14.63\|14.91\|14.41\|600244;2026-07-17\|13.61\|-6.40\|14.47\|14.50\|13.40\|780154
110211	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	涨停揭秘：公司聚焦空天前沿领域，投资垣信卫星，与中航通飞、徐工等合作推进项目，叠加英伟达发布‘太空计算’平台催化，空天经济主题热度升温；涨停缘由：卫星互联网建设提速、低轨星座组网加速、公司空天相关布局具稀缺性、集装箱底板业务向航空航天材料延伸；资金逻辑：航天板块受GTC大会及海外AI算力上天预期带动，资金提前布局上游材料标的，康欣新材换手率与成交额显著放大；风险提示：公司空天业务尚处早期投入阶段，未披露具体营收贡献，主业仍以木基复合材料为主，转型进度存在不确定性	集装箱底板龙头；公司聚焦空天等前沿领域，投资垣信卫星等项目，还与中航通飞、徐工等合作推进优质项目	2026-03-10\|3.69\|1.93\|3.64\|3.71\|3.64\|203634;2026-03-11\|3.62\|-1.90\|3.68\|3.69\|3.59\|234259;2026-03-12\|3.55\|-1.93\|3.62\|3.63\|3.53\|177958;2026-03-13\|3.56\|0.28\|3.54\|3.64\|3.51\|195290;2026-03-16\|3.57\|0.28\|3.56\|3.63\|3.49\|203979;2026-03-17\|3.53\|-1.12\|3.55\|3.67\|3.53\|221246;2026-03-18\|3.56\|0.85\|3.52\|3.57\|3.49\|189389;2026-03-19\|3.47\|-2.53\|3.53\|3.55\|3.45\|191386;2026-03-20\|3.36\|-3.17\|3.46\|3.51\|3.35\|207652;2026-03-23\|3.14\|-6.55\|3.30\|3.31\|3.11\|290073;2026-03-24\|3.45\|9.87\|3.20\|3.45\|3.18\|298063;2026-03-25\|3.55\|2.90\|3.45\|3.62\|3.41\|459011;2026-03-26\|3.60\|1.41\|3.60\|3.77\|3.55\|474357;2026-03-27\|3.69\|2.50\|3.60\|3.73\|3.56\|335359;2026-03-30\|3.61\|-2.17\|3.65\|3.66\|3.52\|267435;2026-03-31\|3.53\|-2.22\|3.62\|3.64\|3.52\|184006;2026-04-01\|3.55\|0.57\|3.65\|3.69\|3.53\|213211;2026-04-02\|3.46\|-2.54\|3.54\|3.58\|3.44\|150006;2026-04-03\|3.37\|-2.60\|3.45\|3.50\|3.36\|145641;2026-04-07\|3.45\|2.37\|3.42\|3.46\|3.36\|134077;2026-04-08\|3.62\|4.93\|3.53\|3.63\|3.48\|204507;2026-04-09\|3.61\|-0.28\|3.64\|3.73\|3.57\|228990;2026-04-10\|3.63\|0.55\|3.65\|3.81\|3.63\|274202;2026-04-13\|3.59\|-1.10\|3.61\|3.66\|3.58\|185946;2026-04-14\|3.62\|0.84\|3.63\|3.64\|3.58\|161378;2026-04-15\|3.55\|-1.93\|3.63\|3.63\|3.54\|143621;2026-04-16\|3.59\|1.13\|3.56\|3.61\|3.55\|105722;2026-04-17\|3.51\|-2.23\|3.59\|3.60\|3.49\|177599;2026-04-20\|3.52\|0.28\|3.51\|3.54\|3.45\|162983;2026-04-21\|3.44\|-2.27\|3.52\|3.52\|3.41\|152330;2026-04-22\|3.40\|-1.16\|3.44\|3.44\|3.36\|159149;2026-04-23\|3.29\|-3.24\|3.40\|3.41\|3.28\|215268;2026-04-24\|3.32\|0.91\|3.31\|3.37\|3.24\|167080;2026-04-27\|3.35\|0.90\|3.30\|3.37\|3.24\|134598;2026-04-28\|3.38\|0.90\|3.33\|3.44\|3.32\|139906;2026-04-29\|3.52\|4.14\|3.37\|3.63\|3.34\|332022;2026-04-30\|3.33\|-5.40\|3.34\|3.47\|3.25\|394553;2026-05-06\|3.35\|0.60\|3.29\|3.43\|3.29\|229691;2026-05-07\|3.27\|-2.39\|3.36\|3.41\|3.24\|281816;2026-05-08\|3.60\|10.09\|3.31\|3.60\|3.31\|331823;2026-05-11\|3.96\|10.00\|3.78\|3.96\|3.72\|625132;2026-05-12\|4.36\|10.10\|4.36\|4.36\|4.25\|610911;2026-05-13\|4.24\|-2.75\|4.32\|4.55\|4.10\|2034733;2026-05-14\|4.40\|3.77\|4.25\|4.66\|4.25\|1705499;2026-05-15\|4.28\|-2.73\|4.21\|4.49\|4.21\|1090509;2026-05-18\|4.14\|-3.27\|4.23\|4.40\|4.06\|1062727;2026-05-19\|3.95\|-4.59\|4.11\|4.12\|3.87\|894167;2026-05-20\|4.04\|2.28\|3.92\|4.23\|3.86\|977229;2026-05-21\|4.09\|1.24\|3.98\|4.44\|3.98\|1359088;2026-05-22\|3.96\|-3.18\|4.10\|4.13\|3.84\|966190;2026-05-25\|3.94\|-0.51\|4.00\|4.00\|3.86\|512886;2026-05-26\|3.70\|-6.09\|3.91\|3.91\|3.65\|649798;2026-05-27\|3.62\|-2.16\|3.71\|3.75\|3.57\|407968;2026-05-28\|3.68\|1.66\|3.60\|3.68\|3.57\|307215;2026-05-29\|3.51\|-4.62\|3.68\|3.70\|3.47\|330560;2026-06-01\|3.59\|2.28\|3.52\|3.80\|3.43\|417151;2026-06-02\|3.65\|1.67\|3.61\|3.68\|3.47\|333768;2026-06-03\|3.66\|0.27\|3.63\|3.72\|3.60\|328393;2026-06-04\|3.55\|-3.01\|3.63\|3.65\|3.53\|221743;2026-06-05\|3.59\|1.13\|3.55\|3.72\|3.45\|349586;2026-06-08\|3.52\|-1.95\|3.53\|3.69\|3.44\|308334;2026-06-09\|3.64\|3.41\|3.53\|3.65\|3.46\|320857;2026-06-10\|3.52\|-3.30\|3.59\|3.72\|3.48\|350582;2026-06-11\|3.46\|-1.70\|3.48\|3.54\|3.37\|287054;2026-06-12\|3.47\|0.29\|3.51\|3.60\|3.45\|228094;2026-06-15\|3.48\|0.29\|3.51\|3.53\|3.42\|263992;2026-06-16\|3.49\|0.29\|3.47\|3.54\|3.40\|227844;2026-06-17\|3.34\|-4.30\|3.47\|3.50\|3.33\|306670;2026-06-18\|3.67\|9.88\|3.42\|3.67\|3.37\|296113;2026-06-22\|3.76\|2.45\|3.88\|3.90\|3.73\|863536;2026-06-23\|3.53\|-6.12\|3.72\|3.74\|3.49\|519872;2026-06-24\|3.38\|-4.25\|3.56\|3.57\|3.30\|415809;2026-06-25\|3.19\|-5.62\|3.37\|3.50\|3.18\|480221;2026-06-26\|3.09\|-3.13\|3.20\|3.22\|3.09\|303827;2026-06-29\|3.01\|-2.59\|3.09\|3.13\|2.89\|421490;2026-06-30\|3.31\|9.97\|2.98\|3.31\|2.95\|428261;2026-07-01\|3.64\|9.97\|3.48\|3.64\|3.41\|248853;2026-07-02\|3.60\|-1.10\|3.72\|3.88\|3.49\|1109391;2026-07-03\|3.42\|-5.00\|3.43\|3.59\|3.35\|659872;2026-07-06\|3.33\|-2.63\|3.38\|3.48\|3.32\|394588;2026-07-07\|3.49\|4.80\|3.35\|3.66\|3.33\|758381;2026-07-08\|3.16\|-9.46\|3.40\|3.41\|3.15\|611855;2026-07-09\|3.22\|1.90\|3.20\|3.27\|3.10\|370745;2026-07-10\|3.22\|0.00\|3.21\|3.31\|3.15\|312507;2026-07-13\|3.04\|-5.59\|3.18\|3.21\|3.02\|286720;2026-07-14\|3.10\|1.97\|3.04\|3.12\|2.99\|196448;2026-07-15\|3.05\|-1.61\|3.08\|3.16\|3.05\|194307;2026-07-16\|3.00\|-1.64\|3.00\|3.09\|2.98\|201477;2026-07-17\|2.85\|-5.00\|3.00\|3.03\|2.81\|263137
110210	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	摘帽+参股华大北斗+汽车电子+消费电子 1、据2026年4月30日公告，公司股票简称由“*ST波导”变更为“波导股份”，正式撤销退市风险警示。 2、根据2025年中报：深圳华大北斗科技股份有限公司期末余额为20,739,600.00元。根据华大北斗官网：华大北斗专注从事导航定位芯片、算法及产品的自主设计、研发、销售及相关业务。目标面向民用消费类电子市场和国家命脉行业、汽车领域、物联网领域等专用终端市场，提供芯片及应用解决方案。 3、据2026年4月8日年报，2025年车载模组收入1.49亿元，同比增长75.57%，汽车中控及两轮车智能仪表批量出货。 4、据2026年4月30日一季报，公司一季度营收1.22亿元、净利255.68万元，分别同比增长27.77%、23.07%，延续消费电子整机及车载产品放量趋势。	公司参股公司华大北斗专注从事导航定位芯片、算法及产品的自主设计、研发、销售及相关业务，其自主设计研发了国内首颗量产供货的55nm基带和射频一体化北斗多模导航定位芯片，该芯片也是国内首颗进入国际排名前十位的专业导航定位芯片	2026-03-10\|4.75\|0.85\|4.70\|4.84\|4.70\|153007;2026-03-11\|4.72\|-0.63\|4.73\|4.79\|4.65\|154152;2026-03-12\|4.62\|-2.12\|4.72\|4.75\|4.60\|154988;2026-03-13\|4.57\|-1.08\|4.61\|4.65\|4.55\|153363;2026-03-16\|4.59\|0.44\|4.57\|4.63\|4.55\|108902;2026-03-17\|4.47\|-2.61\|4.60\|4.62\|4.47\|129687;2026-03-18\|4.58\|2.46\|4.49\|4.58\|4.46\|136832;2026-03-19\|4.49\|-1.97\|4.53\|4.60\|4.44\|157255;2026-03-20\|4.42\|-1.56\|4.51\|4.54\|4.35\|200605;2026-03-23\|4.20\|-4.98\|4.31\|4.34\|4.20\|238171;2026-03-24\|4.15\|-1.19\|4.22\|4.23\|3.99\|318754;2026-03-25\|4.30\|3.61\|4.21\|4.35\|4.21\|220027;2026-03-26\|4.32\|0.47\|4.30\|4.42\|4.28\|182130;2026-03-27\|4.36\|0.93\|4.31\|4.43\|4.29\|135363;2026-03-30\|4.36\|0.00\|4.31\|4.39\|4.26\|147294;2026-03-31\|4.31\|-1.15\|4.35\|4.42\|4.31\|123814;2026-04-01\|4.36\|1.16\|4.36\|4.38\|4.33\|110212;2026-04-02\|4.29\|-1.61\|4.35\|4.39\|4.28\|131104;2026-04-03\|4.18\|-2.56\|4.30\|4.33\|4.16\|122411;2026-04-07\|4.28\|2.39\|4.15\|4.29\|4.15\|143159;2026-04-08\|4.36\|1.87\|4.39\|4.43\|4.29\|254740;2026-04-09\|4.41\|1.15\|4.32\|4.50\|4.30\|210578;2026-04-10\|4.50\|2.04\|4.43\|4.56\|4.42\|198449;2026-04-13\|4.53\|0.67\|4.51\|4.60\|4.46\|182296;2026-04-14\|4.63\|2.21\|4.53\|4.64\|4.50\|186067;2026-04-15\|4.59\|-0.86\|4.64\|4.68\|4.57\|151487;2026-04-16\|4.71\|2.61\|4.58\|4.74\|4.58\|169592;2026-04-17\|4.67\|-0.85\|4.71\|4.71\|4.63\|140556;2026-04-20\|4.67\|0.00\|4.64\|4.69\|4.55\|173574;2026-04-21\|4.62\|-1.07\|4.66\|4.67\|4.58\|124597;2026-04-22\|4.62\|0.00\|4.60\|4.67\|4.60\|119685;2026-04-23\|4.61\|-0.22\|4.62\|4.62\|4.52\|162199;2026-04-24\|4.78\|3.69\|4.62\|4.80\|4.59\|288252;2026-04-27\|4.77\|-0.21\|4.78\|4.92\|4.73\|240956;2026-04-28\|4.60\|-3.56\|4.74\|4.78\|4.57\|206565;2026-04-30\|4.62\|0.43\|4.65\|4.78\|4.51\|610959;2026-05-06\|5.08\|9.96\|4.56\|5.08\|4.50\|451168;2026-05-07\|5.59\|10.04\|5.30\|5.59\|5.25\|669317;2026-05-08\|6.15\|10.02\|5.98\|6.15\|5.79\|597117;2026-05-11\|6.48\|5.37\|6.70\|6.77\|5.61\|2698201;2026-05-12\|6.32\|-2.47\|6.27\|6.41\|6.00\|1794172;2026-05-13\|6.42\|1.58\|6.10\|6.66\|5.96\|1970693;2026-05-14\|5.89\|-8.26\|6.25\|6.54\|5.88\|1362687;2026-05-15\|6.39\|8.49\|5.85\|6.48\|5.78\|2082785;2026-05-18\|6.64\|3.91\|6.10\|6.86\|6.03\|2136365;2026-05-19\|6.47\|-2.56\|6.36\|6.51\|6.20\|1281930;2026-05-20\|6.10\|-5.72\|6.47\|6.50\|5.83\|1143230;2026-05-21\|5.49\|-10.00\|6.10\|6.17\|5.49\|1125013;2026-05-22\|5.37\|-2.19\|5.35\|5.42\|5.16\|759584;2026-05-25\|5.21\|-2.98\|5.35\|5.37\|5.12\|647658;2026-05-26\|5.04\|-3.26\|5.21\|5.22\|4.99\|572828;2026-05-27\|5.08\|0.79\|5.02\|5.25\|4.97\|533676;2026-05-28\|5.10\|0.39\|5.09\|5.13\|4.91\|426208;2026-05-29\|4.93\|-3.33\|5.12\|5.16\|4.89\|380715;2026-06-01\|5.03\|2.03\|4.90\|5.10\|4.81\|329860;2026-06-02\|4.96\|-1.39\|5.01\|5.05\|4.85\|308298;2026-06-03\|5.09\|2.62\|4.93\|5.12\|4.91\|390764;2026-06-04\|4.84\|-4.91\|5.05\|5.15\|4.82\|477459;2026-06-05\|4.78\|-1.24\|4.76\|4.92\|4.66\|462826;2026-06-08\|4.72\|-1.26\|4.70\|4.90\|4.66\|396589;2026-06-09\|4.69\|-0.64\|4.79\|4.82\|4.60\|262424;2026-06-10\|4.66\|-0.64\|4.65\|4.68\|4.49\|327869;2026-06-11\|4.51\|-3.22\|4.62\|4.64\|4.45\|276911;2026-06-12\|4.53\|0.44\|4.58\|4.63\|4.50\|255783;2026-06-15\|4.62\|1.99\|4.56\|4.64\|4.55\|228310;2026-06-16\|4.76\|3.03\|4.64\|4.80\|4.53\|320445;2026-06-17\|4.89\|2.73\|4.72\|4.91\|4.70\|372908;2026-06-18\|4.73\|-3.27\|4.90\|4.90\|4.73\|305892;2026-06-22\|4.74\|0.21\|4.67\|4.92\|4.58\|355115;2026-06-23\|5.01\|5.70\|4.71\|5.08\|4.71\|627005;2026-06-24\|4.79\|-4.39\|4.92\|4.95\|4.57\|574668;2026-06-25\|4.60\|-3.97\|4.79\|4.84\|4.57\|317691;2026-06-26\|4.53\|-1.52\|4.56\|4.60\|4.41\|274127;2026-06-29\|4.37\|-3.53\|4.48\|4.50\|4.29\|249393;2026-06-30\|4.43\|1.37\|4.32\|4.53\|4.32\|246324;2026-07-01\|4.45\|0.45\|4.43\|4.53\|4.40\|235887;2026-07-02\|4.34\|-2.47\|4.43\|4.57\|4.33\|285632;2026-07-03\|4.35\|0.23\|4.34\|4.42\|4.30\|206954;2026-07-06\|4.19\|-3.68\|4.36\|4.37\|4.18\|241165;2026-07-07\|4.08\|-2.63\|4.21\|4.25\|4.05\|212009;2026-07-08\|4.03\|-1.23\|4.09\|4.11\|3.99\|216651;2026-07-09\|4.00\|-0.74\|4.02\|4.08\|3.84\|279335;2026-07-10\|4.14\|3.50\|4.00\|4.21\|4.00\|297543;2026-07-13\|3.84\|-7.25\|4.09\|4.13\|3.80\|281046;2026-07-14\|3.89\|1.30\|3.82\|3.90\|3.75\|198912;2026-07-15\|3.87\|-0.51\|3.84\|3.98\|3.84\|219949;2026-07-16\|3.95\|2.07\|3.88\|4.18\|3.87\|383416;2026-07-17\|3.60\|-8.86\|3.94\|3.94\|3.59\|378888
110209	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	人形机器人+腱绳+胎圈钢丝+商业航天行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2025年4月23日公司官微，公司全资子公司山东大业机器人科技有限公司与北京邮电大学就人形机器人腱绳材料与感知功能探索签订开发服务协议，推进腱绳产品研发并小批量送样；据2025年12月30日公告，公司机器人腱绳产品已小批量送样，目前未产生实质性收益。 2、据2026年4月23日年报，公司主营胎圈钢丝、钢帘线及胶管钢丝，是国内规模最大的胎圈钢丝制造企业，完成对胜通钢帘线的收购后，跻身国内外钢帘线核心供应商行列。 3、据2026年1月1日公告，公司持有湖北三江航天江北机械工程有限公司4.216%的股权，该公司主要从事航天动力系统等研发生产，属于财务性投资，对公司业绩影响甚微。	1、公司投资联营企业湖北三江航天江北机械工程主要从事航天动力系统、天线罩等航天型号产品及特种压力容器产品、高端机电成套装备、先进激光应用设备等民用产品； 2、公司人形机器人灵巧手用钢丝尚处于市场调研和研究开发阶段	2026-03-10\|11.89\|1.71\|11.79\|11.94\|11.77\|64240;2026-03-11\|11.73\|-1.35\|11.93\|12.00\|11.68\|56152;2026-03-12\|11.51\|-1.88\|11.73\|11.75\|11.47\|65780;2026-03-13\|11.38\|-1.13\|11.42\|11.60\|11.35\|66821;2026-03-16\|11.47\|0.79\|11.30\|11.53\|11.30\|57332;2026-03-17\|11.23\|-2.09\|11.43\|11.57\|11.23\|55266;2026-03-18\|11.42\|1.69\|11.23\|11.44\|11.16\|57326;2026-03-19\|11.12\|-2.63\|11.30\|11.34\|11.05\|65691;2026-03-20\|10.83\|-2.61\|11.14\|11.21\|10.83\|63472;2026-03-23\|10.30\|-4.89\|10.73\|10.80\|10.20\|101430;2026-03-24\|10.70\|3.88\|10.51\|10.73\|10.31\|92643;2026-03-25\|10.87\|1.59\|10.77\|10.89\|10.73\|67161;2026-03-26\|10.68\|-1.75\|10.98\|11.00\|10.61\|58464;2026-03-27\|10.81\|1.22\|10.55\|10.81\|10.54\|49272;2026-03-30\|10.99\|1.67\|10.71\|11.10\|10.69\|79060;2026-03-31\|10.94\|-0.46\|10.98\|11.25\|10.93\|76173;2026-04-01\|11.00\|0.55\|10.94\|11.11\|10.81\|60612;2026-04-02\|10.81\|-1.73\|10.91\|11.02\|10.72\|48504;2026-04-03\|10.49\|-2.96\|10.82\|10.85\|10.44\|43402;2026-04-07\|10.59\|0.95\|10.49\|10.70\|10.47\|49361;2026-04-08\|10.99\|3.78\|10.79\|10.99\|10.78\|74226;2026-04-09\|10.71\|-2.55\|10.90\|10.90\|10.68\|60136;2026-04-10\|10.79\|0.75\|10.73\|11.01\|10.73\|63247;2026-04-13\|10.80\|0.09\|10.70\|10.87\|10.70\|43481;2026-04-14\|10.90\|0.93\|10.87\|10.91\|10.70\|73450;2026-04-15\|10.83\|-0.64\|10.99\|11.04\|10.83\|66645;2026-04-16\|10.92\|0.83\|10.84\|11.00\|10.83\|54079;2026-04-17\|12.01\|9.98\|10.95\|12.01\|10.95\|273768;2026-04-20\|12.65\|5.33\|12.29\|12.95\|12.12\|708987;2026-04-21\|13.24\|4.66\|12.32\|13.91\|12.31\|677309;2026-04-22\|12.82\|-3.17\|12.80\|13.09\|12.50\|467928;2026-04-23\|13.20\|2.96\|12.70\|13.40\|12.38\|542123;2026-04-24\|12.45\|-5.68\|12.82\|12.88\|12.30\|361623;2026-04-27\|11.91\|-4.34\|12.26\|12.30\|11.75\|280265;2026-04-28\|11.44\|-3.95\|12.00\|12.04\|11.36\|211701;2026-04-29\|11.64\|1.75\|11.44\|11.87\|11.30\|183093;2026-04-30\|11.20\|-3.78\|11.10\|11.39\|10.82\|243855;2026-05-06\|12.32\|10.00\|11.34\|12.32\|11.29\|187425;2026-05-07\|13.55\|9.98\|12.41\|13.55\|12.21\|412111;2026-05-08\|14.91\|10.04\|14.00\|14.91\|13.41\|616436;2026-05-11\|15.35\|2.95\|16.39\|16.40\|14.42\|1140495;2026-05-12\|15.78\|2.80\|14.90\|16.21\|14.28\|971084;2026-05-13\|15.29\|-3.11\|15.16\|16.11\|14.61\|704713;2026-05-14\|15.42\|0.85\|15.00\|16.82\|14.82\|967996;2026-05-15\|16.96\|9.99\|14.80\|16.96\|14.80\|763539;2026-05-18\|17.07\|0.65\|16.85\|18.25\|16.35\|1094444;2026-05-19\|16.47\|-3.51\|15.83\|17.49\|15.83\|812637;2026-05-20\|14.82\|-10.02\|16.29\|16.44\|14.82\|571428;2026-05-21\|13.86\|-6.48\|14.50\|14.82\|13.78\|697203;2026-05-22\|14.18\|2.31\|14.05\|14.97\|13.95\|513608;2026-05-25\|13.34\|-5.92\|14.40\|14.52\|13.26\|459718;2026-05-26\|14.14\|6.00\|13.97\|14.67\|13.97\|582690;2026-05-27\|12.73\|-9.97\|13.91\|13.99\|12.73\|447189;2026-05-28\|12.80\|0.55\|12.59\|13.28\|12.42\|471880;2026-05-29\|12.19\|-4.77\|12.83\|12.90\|12.15\|254018;2026-06-01\|12.28\|0.74\|12.13\|12.60\|11.98\|237833;2026-06-02\|12.58\|2.44\|12.48\|12.89\|12.07\|309089;2026-06-03\|12.25\|-2.62\|12.34\|12.68\|12.02\|319596;2026-06-04\|12.41\|1.31\|12.04\|12.62\|11.84\|285066;2026-06-05\|12.85\|3.55\|12.25\|13.20\|11.91\|469554;2026-06-08\|14.14\|10.04\|12.29\|14.14\|12.15\|577955;2026-06-09\|13.51\|-4.46\|14.38\|14.82\|13.41\|698339;2026-06-10\|12.89\|-4.59\|13.45\|13.68\|12.51\|494950;2026-06-11\|12.06\|-6.44\|12.50\|12.77\|11.90\|407562;2026-06-12\|11.83\|-1.91\|12.18\|12.36\|11.62\|349276;2026-06-15\|12.60\|6.51\|11.88\|12.93\|11.88\|342045;2026-06-16\|12.87\|2.14\|12.63\|13.02\|12.40\|279209;2026-06-17\|12.57\|-2.33\|12.65\|13.13\|12.50\|206509;2026-06-18\|12.54\|-0.24\|12.50\|12.77\|12.26\|189549;2026-06-22\|11.98\|-4.47\|12.40\|12.49\|11.55\|260000;2026-06-23\|12.00\|0.17\|11.85\|12.53\|11.70\|224149;2026-06-24\|11.68\|-2.67\|12.02\|12.07\|11.50\|195136;2026-06-25\|11.18\|-4.28\|11.56\|11.67\|11.15\|176918;2026-06-26\|10.81\|-3.31\|11.13\|11.17\|10.77\|147381;2026-06-29\|10.47\|-3.15\|10.69\|10.79\|10.20\|180803;2026-06-30\|10.87\|3.82\|10.55\|10.95\|10.43\|165175;2026-07-01\|11.02\|1.38\|10.97\|11.20\|10.83\|178846;2026-07-02\|11.01\|-0.09\|11.04\|11.77\|10.95\|245054;2026-07-03\|12.11\|9.99\|11.15\|12.11\|11.10\|294425;2026-07-06\|10.90\|-9.99\|12.22\|12.24\|10.90\|373801;2026-07-07\|10.27\|-5.78\|10.90\|11.29\|10.27\|281934;2026-07-08\|9.65\|-6.04\|10.28\|10.28\|9.64\|204441;2026-07-09\|9.57\|-0.83\|9.65\|9.78\|9.23\|153674;2026-07-10\|10.05\|5.02\|9.41\|10.53\|9.41\|302181;2026-07-13\|9.35\|-6.97\|9.95\|9.99\|9.31\|195534;2026-07-14\|9.30\|-0.53\|9.44\|9.46\|8.98\|138071;2026-07-15\|9.34\|0.43\|9.08\|9.52\|9.06\|124960;2026-07-16\|9.26\|-0.86\|9.19\|9.49\|9.18\|122038;2026-07-17\|8.68\|-6.26\|9.14\|9.35\|8.52\|155913
110208	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	参股长飞光纤+商业航天+国企行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月2日互动易，公司研发了宽带低轨卫星星座网络控制系统、低轨星座地面测运控软件系统、一体化信关站等产品，为卫星网络建设运营等客户提供解决方案。 2、据2026年6月6日公告，截至2026年3月31日，公司持有长飞光纤1.188亿股内资股，持股比例14.35%，并委派2名董事参与其决策，对长飞光纤施加重大影响。 3、据2025年年报及公开信息，公司聚焦智慧应急与智慧城市应用，其控股股东为电信科学技术第一研究所有限公司，最终控制人为国务院国有资产监督管理委员会。	1、参股公司长飞光纤是世界领先的光纤预制棒、光纤及光缆供应商之一； 2、低轨卫星通信是公司重点开拓的新行业之一，公司背靠中国信科，其在星地融合标准制定上发挥了突出的贡献，自R18开始首次实现中国在3GPPNTN的标准立项，目前已累计牵头16项，是全球牵头卫星NTN立项最多的公司	2026-03-10\|43.76\|10.01\|40.25\|43.76\|40.16\|203909;2026-03-11\|44.86\|2.51\|45.10\|48.10\|44.68\|296457;2026-03-12\|43.95\|-2.03\|44.50\|46.88\|43.37\|205553;2026-03-13\|42.13\|-4.14\|43.50\|44.38\|42.03\|142021;2026-03-16\|40.98\|-2.73\|41.97\|42.69\|40.50\|111588;2026-03-17\|37.94\|-7.42\|41.06\|41.30\|37.78\|148718;2026-03-18\|39.19\|3.29\|38.47\|39.30\|38.01\|103835;2026-03-19\|37.80\|-3.55\|38.33\|38.75\|37.61\|80262;2026-03-20\|36.90\|-2.38\|39.00\|39.95\|36.80\|160631;2026-03-23\|34.88\|-5.47\|35.88\|37.16\|34.40\|114787;2026-03-24\|36.35\|4.21\|35.80\|36.64\|34.51\|137166;2026-03-25\|39.99\|10.01\|37.50\|39.99\|37.41\|218888;2026-03-26\|39.80\|-0.48\|40.32\|40.67\|39.20\|161123;2026-03-27\|39.30\|-1.26\|38.62\|39.90\|37.77\|120376;2026-03-30\|43.23\|10.00\|38.68\|43.23\|38.59\|191921;2026-03-31\|43.13\|-0.23\|42.90\|44.40\|42.50\|232888;2026-04-01\|42.56\|-1.32\|44.48\|44.60\|42.10\|163559;2026-04-02\|42.87\|0.73\|42.17\|44.75\|42.11\|219577;2026-04-03\|43.30\|1.00\|43.73\|44.85\|42.87\|230960;2026-04-07\|43.46\|0.37\|43.33\|44.60\|42.97\|152104;2026-04-08\|44.93\|3.38\|44.50\|45.08\|43.80\|232544;2026-04-09\|49.42\|9.99\|44.30\|49.42\|44.30\|240379;2026-04-10\|54.36\|10.00\|53.28\|54.36\|52.52\|258492;2026-04-13\|55.00\|1.18\|55.00\|57.08\|53.21\|447642;2026-04-14\|52.25\|-5.00\|54.38\|54.58\|51.50\|318977;2026-04-15\|49.66\|-4.96\|51.51\|52.11\|49.32\|266793;2026-04-16\|51.07\|2.84\|48.98\|51.89\|48.40\|281261;2026-04-17\|50.64\|-0.84\|51.30\|51.39\|49.70\|216159;2026-04-20\|53.13\|4.92\|51.15\|53.99\|50.40\|327344;2026-04-21\|51.95\|-2.22\|51.31\|52.48\|49.87\|214028;2026-04-22\|54.20\|4.33\|51.94\|55.27\|51.94\|261754;2026-04-23\|51.81\|-4.41\|53.98\|54.97\|51.30\|201245;2026-04-24\|50.40\|-2.72\|51.30\|51.78\|49.13\|128600;2026-04-27\|52.17\|3.51\|50.55\|53.46\|50.55\|144542;2026-04-28\|52.53\|0.69\|52.16\|54.00\|50.57\|163818;2026-04-29\|51.74\|-1.50\|51.55\|53.90\|51.55\|128962;2026-04-30\|48.66\|-5.95\|50.00\|50.56\|47.00\|228728;2026-05-06\|48.99\|0.68\|49.20\|50.66\|48.96\|152940;2026-05-07\|52.23\|6.61\|51.00\|52.86\|49.30\|210100;2026-05-08\|57.45\|9.99\|50.75\|57.45\|50.11\|231222;2026-05-11\|57.97\|0.91\|60.11\|60.11\|56.30\|273787;2026-05-12\|59.20\|2.12\|58.54\|61.68\|57.98\|297833;2026-05-13\|59.80\|1.01\|57.21\|61.50\|57.20\|175883;2026-05-14\|59.00\|-1.34\|59.80\|61.25\|58.50\|164796;2026-05-15\|55.09\|-6.63\|58.51\|61.38\|54.00\|214451;2026-05-18\|55.32\|0.42\|55.01\|57.32\|54.70\|137720;2026-05-19\|55.00\|-0.58\|54.50\|55.24\|52.50\|125235;2026-05-20\|55.43\|0.78\|55.00\|56.80\|53.86\|125578;2026-05-21\|51.02\|-7.96\|55.45\|55.55\|50.95\|145916;2026-05-22\|52.31\|2.53\|51.60\|52.79\|50.82\|94204;2026-05-25\|52.17\|-0.27\|53.00\|53.30\|50.80\|90736;2026-05-26\|49.78\|-4.58\|51.82\|51.89\|48.56\|112058;2026-05-27\|49.04\|-1.49\|49.61\|50.40\|48.62\|79283;2026-05-28\|49.46\|0.86\|48.33\|49.50\|47.14\|96393;2026-05-29\|49.25\|-0.42\|49.01\|51.10\|47.26\|145491;2026-06-01\|47.03\|-4.51\|50.13\|50.72\|46.80\|119755;2026-06-02\|51.73\|9.99\|47.97\|51.73\|47.08\|153791;2026-06-03\|53.65\|3.71\|52.80\|56.00\|52.55\|238217;2026-06-04\|54.24\|1.10\|53.07\|54.70\|52.52\|170306;2026-06-05\|55.99\|3.23\|53.99\|57.22\|53.45\|214629;2026-06-08\|53.50\|-4.45\|51.99\|56.67\|50.39\|165426;2026-06-09\|58.85\|10.00\|54.95\|58.85\|54.08\|247167;2026-06-10\|57.64\|-2.06\|58.00\|60.15\|56.00\|237289;2026-06-11\|57.01\|-1.09\|57.00\|58.88\|55.61\|174941;2026-06-12\|57.47\|0.81\|57.71\|62.50\|56.97\|295816;2026-06-15\|59.77\|4.00\|57.47\|60.24\|55.54\|223797;2026-06-16\|63.70\|6.58\|58.80\|64.77\|58.54\|252666;2026-06-17\|60.53\|-4.98\|62.00\|64.60\|59.89\|225148;2026-06-18\|64.78\|7.02\|59.60\|65.65\|58.54\|241541;2026-06-22\|71.26\|10.00\|66.50\|71.26\|64.98\|218225;2026-06-23\|73.00\|2.44\|72.60\|76.55\|70.18\|271010;2026-06-24\|71.14\|-2.55\|70.21\|73.89\|69.95\|199345;2026-06-25\|72.62\|2.08\|72.73\|72.88\|69.13\|204787;2026-06-26\|65.36\|-10.00\|71.49\|71.64\|65.36\|215132;2026-06-29\|62.78\|-3.95\|65.76\|66.00\|60.60\|163822;2026-06-30\|65.51\|4.35\|63.85\|67.18\|62.68\|129042;2026-07-01\|62.36\|-4.81\|65.00\|65.59\|61.27\|141134;2026-07-02\|58.87\|-5.60\|59.42\|62.30\|58.52\|115584;2026-07-03\|58.88\|0.02\|58.50\|60.46\|57.86\|91857;2026-07-06\|56.68\|-3.74\|60.65\|62.50\|54.50\|134803;2026-07-07\|56.70\|0.04\|56.67\|58.63\|55.55\|116047;2026-07-08\|57.20\|0.88\|57.17\|59.46\|56.47\|144690;2026-07-09\|59.45\|3.93\|57.75\|59.58\|54.70\|158938;2026-07-10\|61.88\|4.09\|60.95\|64.18\|59.43\|208702;2026-07-13\|55.69\|-10.00\|60.20\|60.34\|55.69\|110696;2026-07-14\|55.00\|-1.24\|54.50\|55.48\|50.72\|130859;2026-07-15\|56.49\|2.71\|57.64\|59.20\|56.00\|154783;2026-07-16\|51.65\|-8.57\|53.22\|54.63\|51.12\|122515;2026-07-17\|46.39\|-9.99\|49.89\|50.96\|46.39\|136150
110207	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	太空光伏+TOPCon电池+外销行业原因： 1、据央视新闻，5月11日，天舟十号货运飞船发射任务取得圆满成功。 2、中信建投研报指出，商业航天有望迎来密集催化，包括5月中下旬计划首飞的长征十号乙火箭、5月下旬计划首飞的星河动力智神星一号、二季度内再次挑战一级回收的蓝箭航天朱雀三号火箭等。公司原因： 1、消息面上，5月7日据财联社，马斯克旗下初创公司xAI称，与Anthropic建立新的计算合作伙伴关系。 2、据2026年1月14日公告，公司以3000万元增资上海星翼芯能获16.67%股权，并与中科院背景的尚翼光电合作推进钙钛矿电池在太空算力及卫星场景应用。东吴证券此前指出，钧达股份现金收购上海复遥星河航天科技60%股权，间接控股上海巡天千河；公司在手订单充裕，覆盖遥感、通讯、算力多类型卫星，同时可为太空光伏提供在轨验证资源。 3、据2025年9月6日互动易，公司N型BC电池实验线已建成，即将中试并规划量产，推动TOPCon升级。 4、据2026年3月31日年报，2025年海外收入占比由23.85%跃升至50.66%，印度、土耳其、欧洲份额居前，并正推进土耳其等地本地化产能建设。	公司与尚翼光电达成战略合作，双方将围绕钙钛矿电池技术在太空能源的应用展开合作	2026-03-10\|91.02\|4.12\|89.52\|92.02\|85.40\|185267;2026-03-11\|89.15\|-2.05\|91.15\|93.30\|88.88\|186286;2026-03-12\|84.88\|-4.79\|88.60\|89.00\|83.57\|162722;2026-03-13\|82.89\|-2.34\|84.55\|86.28\|82.76\|102311;2026-03-16\|81.20\|-2.04\|83.40\|83.99\|79.95\|104780;2026-03-17\|82.45\|1.54\|83.38\|86.00\|82.16\|161712;2026-03-18\|85.65\|3.88\|83.82\|86.40\|82.33\|149068;2026-03-19\|82.92\|-3.19\|83.51\|85.36\|81.80\|104600;2026-03-20\|84.77\|2.23\|83.00\|91.21\|79.75\|248832;2026-03-23\|78.55\|-7.34\|80.62\|84.56\|78.10\|180210;2026-03-24\|76.51\|-2.60\|79.03\|79.98\|72.36\|177541;2026-03-25\|75.84\|-0.88\|77.35\|78.96\|74.64\|163718;2026-03-26\|73.31\|-3.34\|75.99\|76.83\|72.68\|120513;2026-03-27\|71.91\|-1.91\|71.42\|73.32\|70.89\|122194;2026-03-30\|72.61\|0.97\|70.71\|72.92\|68.48\|172024;2026-03-31\|71.98\|-0.87\|72.00\|75.89\|71.30\|143743;2026-04-01\|73.18\|1.67\|73.00\|75.00\|70.08\|124732;2026-04-02\|71.61\|-2.15\|72.22\|73.30\|71.08\|86875;2026-04-03\|68.89\|-3.80\|71.61\|72.80\|68.55\|89697;2026-04-07\|69.95\|1.54\|69.69\|70.89\|69.10\|81978;2026-04-08\|72.92\|4.25\|71.39\|73.28\|71.02\|100262;2026-04-09\|75.53\|3.58\|71.75\|76.73\|70.40\|156745;2026-04-10\|74.10\|-1.89\|73.00\|76.35\|69.95\|250579;2026-04-13\|73.09\|-1.36\|73.31\|74.48\|72.55\|170603;2026-04-14\|71.14\|-2.67\|72.60\|72.87\|69.70\|193868;2026-04-15\|72.96\|2.56\|72.69\|76.96\|72.08\|278517;2026-04-16\|75.11\|2.95\|73.82\|76.30\|72.50\|200862;2026-04-17\|74.29\|-1.09\|74.41\|75.18\|72.70\|164868;2026-04-20\|78.20\|5.26\|75.00\|79.67\|73.99\|252669;2026-04-21\|81.25\|3.90\|79.23\|82.00\|77.79\|285884;2026-04-22\|79.10\|-2.65\|81.20\|81.25\|78.06\|196793;2026-04-23\|76.38\|-3.44\|78.50\|78.99\|76.38\|138154;2026-04-24\|74.87\|-1.98\|76.00\|76.00\|72.28\|126629;2026-04-27\|74.70\|-0.23\|74.01\|76.31\|73.78\|95341;2026-04-28\|72.87\|-2.45\|75.70\|76.17\|72.85\|113236;2026-04-29\|76.86\|5.48\|71.56\|77.58\|70.80\|187949;2026-04-30\|80.65\|4.93\|76.18\|80.92\|75.90\|209766;2026-05-06\|81.87\|1.51\|81.00\|82.66\|78.89\|161050;2026-05-07\|87.75\|7.18\|82.86\|90.06\|82.82\|275072;2026-05-08\|96.53\|10.01\|89.89\|96.53\|88.30\|310764;2026-05-11\|106.18\|10.00\|105.70\|106.18\|103.17\|261554;2026-05-12\|103.92\|-2.13\|108.43\|110.00\|98.95\|333476;2026-05-13\|101.50\|-2.33\|103.00\|106.73\|100.97\|265921;2026-05-14\|100.28\|-1.20\|106.01\|110.63\|99.30\|341540;2026-05-15\|97.21\|-3.06\|100.10\|100.88\|91.05\|292038;2026-05-18\|99.50\|2.36\|98.30\|104.06\|95.89\|244735;2026-05-19\|95.12\|-4.40\|99.94\|100.78\|93.80\|207867;2026-05-20\|98.86\|3.93\|94.87\|101.00\|94.25\|197284;2026-05-21\|97.66\|-1.21\|98.80\|103.20\|96.77\|213635;2026-05-22\|99.39\|1.77\|98.00\|99.90\|95.00\|157517;2026-05-25\|94.70\|-4.72\|100.31\|101.66\|90.80\|234200;2026-05-26\|88.00\|-7.08\|92.46\|92.52\|85.30\|218433;2026-05-27\|85.65\|-2.67\|87.31\|89.98\|84.00\|131373;2026-05-28\|84.09\|-1.82\|85.24\|85.50\|82.05\|124496;2026-05-29\|77.05\|-8.37\|83.50\|84.14\|75.90\|146469;2026-06-01\|75.07\|-2.57\|77.00\|79.88\|74.71\|122109;2026-06-02\|72.52\|-3.40\|75.09\|76.23\|70.98\|111110;2026-06-03\|74.07\|2.14\|72.44\|76.54\|71.33\|139480;2026-06-04\|73.47\|-0.81\|73.45\|74.70\|71.02\|122758;2026-06-05\|72.86\|-0.83\|75.78\|76.12\|70.03\|188538;2026-06-08\|67.08\|-7.93\|69.66\|73.08\|66.52\|145221;2026-06-09\|68.86\|2.65\|68.54\|69.22\|66.45\|105937;2026-06-10\|64.79\|-5.91\|67.71\|67.93\|63.13\|134826;2026-06-11\|63.88\|-1.40\|65.14\|65.30\|62.75\|88544;2026-06-12\|64.22\|0.53\|65.27\|67.11\|64.11\|112489;2026-06-15\|65.17\|1.48\|65.36\|65.54\|63.42\|97116;2026-06-16\|67.71\|3.90\|67.17\|69.77\|65.51\|206246;2026-06-17\|66.83\|-1.30\|69.50\|69.97\|66.35\|206902;2026-06-18\|63.88\|-4.41\|66.28\|66.30\|63.50\|212703;2026-06-22\|63.06\|-1.28\|62.67\|64.90\|60.56\|194200;2026-06-23\|59.35\|-5.88\|62.50\|62.63\|59.00\|133218;2026-06-24\|60.05\|1.18\|59.40\|60.99\|57.49\|128850;2026-06-25\|58.10\|-3.25\|59.95\|60.56\|57.39\|135794;2026-06-26\|57.13\|-1.67\|58.20\|59.88\|56.67\|134817;2026-06-29\|56.55\|-1.02\|57.50\|57.70\|55.46\|111249;2026-06-30\|59.68\|5.53\|57.35\|60.22\|56.70\|157084;2026-07-01\|60.22\|0.90\|59.08\|61.99\|57.50\|153900;2026-07-02\|57.94\|-3.79\|59.21\|61.20\|57.80\|119766;2026-07-03\|58.99\|1.81\|57.90\|59.66\|57.08\|110981;2026-07-06\|54.88\|-6.97\|58.80\|60.16\|54.72\|123737;2026-07-07\|53.33\|-2.82\|55.17\|55.62\|53.06\|93448;2026-07-08\|50.40\|-5.49\|53.37\|53.54\|50.36\|98972;2026-07-09\|50.85\|0.89\|51.00\|51.00\|48.20\|94060;2026-07-10\|55.94\|10.01\|50.99\|55.94\|50.55\|138779;2026-07-13\|50.35\|-9.99\|54.00\|55.79\|50.35\|138480;2026-07-14\|47.66\|-5.34\|48.99\|48.99\|45.45\|178066;2026-07-15\|46.27\|-2.92\|48.00\|48.80\|45.99\|106754;2026-07-16\|44.88\|-3.00\|46.01\|46.90\|44.67\|86441;2026-07-17\|41.52\|-7.49\|44.79\|45.55\|41.00\|106157
110206	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	军工电子+反无人机+央企行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2025年7月3日投资者关系活动记录表，公司构建“大数据平台+情报指挥调度系统+红外探测系统”框架，打造反无人机集群态势感知与多域协同指挥的一体化低空近海安全管控方案。 2、据2025年年度报告，公司军工电子业务聚焦雷达、车载、机载等装备电源及红外光电，产品配套十大军工集团，推进100%国产化连续变焦成像技术。 3、据2025年年度报告，公司最终控制人为国务院国资委，依托中国航天科工集团，是国内首家经国防科工委批准的军工资产上市企业。	1、公司的研究项目中涉及到以无人机为载体配备图像载荷，可发现、识别异常目标，从而实现对重点区域的监测预警；公司拥有基于异构大数据的指挥调度相关技术，后续可与低空飞行器安全管理需求场景相结合； 2、公司作为脑机接口联盟的首批理事单位，将与其他成员单位协同，持续关注相关技术的研发进展及应用	2026-03-10\|19.29\|1.69\|18.95\|19.45\|18.92\|128153;2026-03-11\|18.81\|-2.49\|19.39\|19.39\|18.80\|140821;2026-03-12\|18.35\|-2.45\|18.80\|18.80\|18.23\|129576;2026-03-13\|17.88\|-2.56\|18.32\|18.32\|17.84\|107259;2026-03-16\|18.01\|0.73\|17.83\|18.08\|17.70\|81391;2026-03-17\|17.58\|-2.39\|18.01\|18.08\|17.53\|85648;2026-03-18\|18.09\|2.90\|17.64\|18.14\|17.49\|105777;2026-03-19\|17.73\|-1.99\|17.82\|17.97\|17.65\|81771;2026-03-20\|17.19\|-3.05\|17.82\|17.92\|17.15\|90032;2026-03-23\|16.08\|-6.46\|16.84\|17.06\|15.96\|151674;2026-03-24\|16.65\|3.54\|16.40\|16.73\|16.13\|132319;2026-03-25\|17.00\|2.10\|16.66\|17.00\|16.66\|93429;2026-03-26\|16.73\|-1.59\|16.97\|17.26\|16.61\|77605;2026-03-27\|16.85\|0.72\|16.55\|16.93\|16.48\|53155;2026-03-30\|17.31\|2.73\|16.76\|17.38\|16.70\|114799;2026-03-31\|17.20\|-0.64\|17.29\|17.71\|17.20\|102292;2026-04-01\|17.19\|-0.06\|17.50\|17.60\|16.96\|81153;2026-04-02\|16.86\|-1.92\|17.02\|17.25\|16.75\|64618;2026-04-03\|16.46\|-2.37\|16.93\|16.99\|16.37\|71016;2026-04-07\|16.64\|1.09\|16.44\|16.80\|16.43\|61652;2026-04-08\|17.37\|4.39\|16.95\|17.38\|16.90\|98687;2026-04-09\|17.19\|-1.04\|17.30\|17.50\|17.15\|93410;2026-04-10\|17.07\|-0.70\|17.26\|17.39\|17.07\|110183;2026-04-13\|17.48\|2.40\|17.01\|17.60\|16.97\|110950;2026-04-14\|19.23\|10.01\|17.58\|19.23\|17.37\|377898;2026-04-15\|19.94\|3.69\|19.42\|20.50\|19.30\|738292;2026-04-16\|19.81\|-0.65\|19.66\|19.89\|19.50\|402821;2026-04-17\|20.38\|2.88\|19.65\|20.49\|19.42\|461611;2026-04-20\|21.63\|6.13\|20.42\|22.00\|20.38\|590049;2026-04-21\|20.23\|-6.47\|21.30\|21.34\|20.10\|415434;2026-04-22\|20.05\|-0.89\|19.90\|20.18\|19.50\|309417;2026-04-23\|19.30\|-3.74\|19.93\|20.04\|19.24\|242787;2026-04-24\|18.83\|-2.44\|19.23\|19.29\|18.66\|182704;2026-04-27\|18.85\|0.11\|18.81\|18.90\|18.32\|143393;2026-04-28\|18.15\|-3.71\|18.88\|19.09\|18.10\|170388;2026-04-29\|18.36\|1.16\|18.00\|18.62\|17.85\|112885;2026-04-30\|18.62\|1.42\|18.25\|18.76\|18.18\|143545;2026-05-06\|18.82\|1.07\|18.71\|19.10\|18.63\|155586;2026-05-07\|18.68\|-0.74\|19.08\|19.08\|18.36\|189696;2026-05-08\|20.55\|10.01\|18.69\|20.55\|18.61\|334899;2026-05-11\|20.89\|1.65\|22.00\|22.00\|20.59\|563750;2026-05-12\|20.67\|-1.05\|21.09\|21.16\|20.38\|343988;2026-05-13\|20.95\|1.35\|20.50\|20.98\|20.37\|305154;2026-05-14\|19.51\|-6.87\|20.99\|21.00\|19.51\|278056;2026-05-15\|19.71\|1.03\|19.51\|20.18\|19.32\|222705;2026-05-18\|20.04\|1.67\|19.65\|20.38\|19.21\|207603;2026-05-19\|19.78\|-1.30\|19.91\|20.13\|19.31\|152165;2026-05-20\|19.19\|-2.98\|19.75\|19.75\|19.00\|152203;2026-05-21\|18.24\|-4.95\|19.24\|19.38\|18.00\|187736;2026-05-22\|18.04\|-1.10\|18.33\|18.50\|17.93\|146650;2026-05-25\|17.73\|-1.72\|18.10\|18.32\|17.52\|154142;2026-05-26\|17.15\|-3.27\|17.48\|17.51\|16.86\|134005;2026-05-27\|16.53\|-3.62\|17.20\|17.34\|16.37\|110579;2026-05-28\|16.94\|2.48\|16.66\|16.99\|16.40\|119551;2026-05-29\|15.89\|-6.20\|16.83\|16.88\|15.75\|129936;2026-06-01\|15.93\|0.25\|16.02\|16.17\|15.86\|77635;2026-06-02\|15.35\|-3.64\|15.94\|15.97\|15.10\|129385;2026-06-03\|15.54\|1.24\|15.35\|15.88\|15.22\|125279;2026-06-04\|15.09\|-2.90\|15.40\|15.45\|14.94\|98190;2026-06-05\|15.35\|1.72\|15.13\|15.64\|14.96\|142810;2026-06-08\|14.78\|-3.71\|15.08\|15.43\|14.54\|133976;2026-06-09\|14.71\|-0.47\|14.85\|14.88\|14.48\|91261;2026-06-10\|14.40\|-2.11\|14.66\|14.79\|14.19\|98166;2026-06-11\|14.25\|-1.04\|14.41\|14.44\|14.06\|90601;2026-06-12\|14.90\|4.56\|14.39\|15.46\|14.38\|188013;2026-06-15\|15.04\|0.94\|14.93\|15.45\|14.83\|115541;2026-06-16\|14.97\|-0.47\|15.06\|15.23\|14.85\|99970;2026-06-17\|14.89\|-0.53\|14.96\|15.15\|14.78\|99963;2026-06-18\|14.79\|-0.67\|14.80\|15.11\|14.63\|85410;2026-06-22\|14.53\|-1.76\|14.79\|14.79\|13.90\|125516;2026-06-23\|14.28\|-1.72\|14.40\|14.66\|14.21\|99113;2026-06-24\|14.33\|0.35\|14.21\|14.40\|13.93\|95833;2026-06-25\|13.90\|-3.00\|14.38\|14.46\|13.86\|104821;2026-06-26\|13.87\|-0.22\|13.90\|14.20\|13.42\|149837;2026-06-29\|13.64\|-1.66\|13.81\|13.85\|13.37\|107136;2026-06-30\|13.91\|1.98\|13.89\|14.20\|13.64\|83065;2026-07-01\|14.31\|2.88\|14.00\|14.49\|13.91\|111507;2026-07-02\|14.00\|-2.17\|14.29\|14.58\|13.94\|106083;2026-07-03\|14.56\|4.00\|13.96\|14.73\|13.96\|167495;2026-07-06\|13.68\|-6.04\|14.62\|14.68\|13.68\|139814;2026-07-07\|13.05\|-4.61\|13.70\|13.74\|13.01\|96725;2026-07-08\|12.68\|-2.84\|13.04\|13.11\|12.66\|84480;2026-07-09\|13.01\|2.60\|12.65\|13.09\|12.38\|105388;2026-07-10\|13.82\|6.23\|13.00\|14.31\|12.73\|267342;2026-07-13\|12.44\|-9.99\|13.73\|13.73\|12.44\|182133;2026-07-14\|11.93\|-4.10\|12.27\|12.38\|11.49\|141539;2026-07-15\|11.80\|-1.09\|11.77\|12.18\|11.73\|96079;2026-07-16\|11.78\|-0.17\|11.71\|12.04\|11.58\|70338;2026-07-17\|11.22\|-4.75\|11.71\|11.73\|11.11\|97751
110205	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	长江发动机+燃气轮机+外贸订单+央企行业原因：马斯克旗下太空探索技术公司SpaceX确认，IPO发售5.556亿股股票，定价为135美元/股，筹集资金达到750亿美元，创下史上最大规模IPO集资规模。SpaceX IPO股份预计将于本周五(12日)在纳斯特市场开始交易。公司原因： 1、据2026年3月30日年报，2026年政府工作报告首次将航空航天与集成电路、低空经济并列，航空产业升级为“新兴支柱产业”，公司深度参与长江系列发动机零部件研制，2025年商发项目收入5.02亿元，同比增长397%。 2、据2026年4月30日投资者关系活动记录表，公司外贸转包业务已获GE、RR、Honeywell等巨头多种机型新品订单，海外燃机订单排产至2030年，锁定未来三年增长需求。 3、据2025年8月30日半年报，公司最终控制人为国务院国资委，控股股东中国航发成都发动机有限公司，具备央企背景。	中国航发集团旗下发动机零部件平台；公司主营业务为航空发动机及燃气轮机及零部件的研产销	2026-03-10\|49.22\|0.43\|49.18\|51.20\|49.06\|153555;2026-03-11\|46.25\|-6.03\|49.80\|49.92\|46.03\|263117;2026-03-12\|44.23\|-4.37\|46.00\|46.51\|43.66\|234568;2026-03-13\|43.50\|-1.65\|44.00\|44.65\|43.33\|159012;2026-03-16\|43.10\|-0.92\|43.49\|43.76\|42.16\|140237;2026-03-17\|41.86\|-2.88\|43.57\|43.60\|41.83\|103991;2026-03-18\|42.38\|1.24\|42.00\|42.42\|41.56\|94246;2026-03-19\|40.67\|-4.03\|41.71\|42.03\|40.50\|100152;2026-03-20\|39.51\|-2.85\|40.83\|41.38\|39.45\|99906;2026-03-23\|37.40\|-5.34\|38.84\|39.39\|36.99\|141928;2026-03-24\|38.58\|3.16\|38.19\|38.68\|37.57\|141163;2026-03-25\|39.85\|3.29\|38.99\|39.95\|38.92\|93139;2026-03-26\|39.50\|-0.88\|40.10\|41.00\|39.02\|104360;2026-03-27\|40.15\|1.65\|38.88\|41.20\|38.70\|131314;2026-03-30\|40.12\|-0.07\|39.85\|40.60\|39.81\|112020;2026-03-31\|39.39\|-1.82\|40.50\|40.98\|39.39\|103390;2026-04-01\|39.70\|0.79\|40.00\|40.37\|39.14\|86791;2026-04-02\|39.52\|-0.45\|39.40\|40.86\|39.36\|97187;2026-04-03\|38.54\|-2.48\|39.64\|39.99\|38.33\|69245;2026-04-07\|38.07\|-1.22\|39.90\|40.00\|37.80\|95701;2026-04-08\|40.68\|6.86\|38.39\|40.83\|38.39\|139271;2026-04-09\|40.20\|-1.18\|39.83\|40.40\|39.38\|88531;2026-04-10\|40.50\|0.75\|40.72\|41.52\|40.36\|108862;2026-04-13\|40.18\|-0.79\|40.00\|40.82\|39.89\|87232;2026-04-14\|40.52\|0.85\|40.75\|41.28\|39.92\|91561;2026-04-15\|39.80\|-1.78\|40.63\|40.95\|39.71\|98282;2026-04-16\|39.75\|-0.13\|39.81\|39.98\|39.25\|80575;2026-04-17\|40.18\|1.08\|39.73\|41.11\|39.15\|124981;2026-04-20\|42.11\|4.80\|40.39\|43.17\|39.90\|278094;2026-04-21\|40.94\|-2.78\|41.95\|42.38\|40.34\|197132;2026-04-22\|40.40\|-1.32\|40.37\|40.45\|39.78\|130298;2026-04-23\|40.70\|0.74\|40.82\|42.37\|40.01\|224368;2026-04-24\|38.95\|-4.30\|40.52\|40.87\|38.82\|143344;2026-04-27\|36.75\|-5.65\|37.50\|37.75\|35.22\|254720;2026-04-28\|35.12\|-4.44\|36.75\|36.93\|35.01\|154027;2026-04-29\|36.31\|3.39\|35.30\|36.44\|34.90\|125644;2026-04-30\|37.19\|2.42\|35.90\|38.58\|35.90\|145966;2026-05-06\|38.05\|2.31\|36.99\|38.30\|36.98\|105658;2026-05-07\|38.70\|1.71\|38.05\|39.20\|37.69\|121689;2026-05-08\|42.57\|10.00\|38.54\|42.57\|38.22\|286840;2026-05-11\|44.04\|3.45\|44.00\|44.50\|43.00\|384256;2026-05-12\|42.75\|-2.93\|43.98\|44.09\|42.47\|196046;2026-05-13\|44.57\|4.26\|42.35\|45.70\|41.99\|279700;2026-05-14\|41.89\|-6.01\|44.40\|44.40\|41.89\|148117;2026-05-15\|41.66\|-0.55\|41.95\|44.46\|41.32\|158851;2026-05-18\|42.00\|0.82\|41.50\|43.30\|41.20\|104760;2026-05-19\|42.06\|0.14\|41.87\|42.34\|40.88\|107458;2026-05-20\|43.24\|2.81\|41.74\|44.81\|41.64\|217133;2026-05-21\|44.06\|1.90\|43.50\|47.53\|43.03\|240085;2026-05-22\|43.57\|-1.11\|44.11\|44.80\|42.99\|150481;2026-05-25\|42.26\|-3.01\|44.01\|44.63\|42.01\|136288;2026-05-26\|40.57\|-4.00\|41.99\|42.79\|40.18\|128455;2026-05-27\|37.70\|-7.07\|40.47\|40.88\|37.59\|173028;2026-05-28\|37.94\|0.64\|38.12\|39.10\|37.76\|108219;2026-05-29\|35.63\|-6.09\|37.94\|38.19\|35.63\|116998;2026-06-01\|34.92\|-1.99\|36.42\|36.90\|34.87\|116692;2026-06-02\|33.72\|-3.44\|34.92\|35.09\|32.57\|149449;2026-06-03\|33.89\|0.50\|33.73\|34.53\|33.26\|89235;2026-06-04\|34.17\|0.83\|33.55\|34.34\|33.00\|104838;2026-06-05\|33.79\|-1.11\|34.19\|34.49\|33.42\|100326;2026-06-08\|31.23\|-7.58\|32.31\|33.46\|30.78\|120983;2026-06-09\|31.50\|0.86\|31.85\|31.85\|30.92\|78255;2026-06-10\|30.70\|-2.54\|31.30\|31.95\|30.27\|76360;2026-06-11\|31.83\|3.68\|30.51\|32.33\|30.23\|145989;2026-06-12\|35.01\|9.99\|32.31\|35.01\|32.06\|136492;2026-06-15\|35.41\|1.14\|34.16\|36.09\|33.92\|271703;2026-06-16\|34.60\|-2.29\|35.25\|35.59\|34.39\|138321;2026-06-17\|34.53\|-0.20\|34.53\|35.06\|34.03\|99870;2026-06-18\|35.12\|1.71\|34.29\|35.50\|33.50\|111222;2026-06-22\|35.30\|0.51\|34.69\|36.30\|34.23\|125146;2026-06-23\|33.85\|-4.11\|34.99\|34.99\|33.58\|87606;2026-06-24\|33.07\|-2.30\|33.88\|33.90\|32.85\|83348;2026-06-25\|31.88\|-3.60\|32.80\|33.50\|31.80\|112978;2026-06-26\|31.55\|-1.04\|31.82\|33.00\|30.70\|143574;2026-06-29\|30.41\|-3.61\|31.82\|31.82\|30.12\|133148;2026-06-30\|33.45\|10.00\|30.23\|33.45\|30.23\|168857;2026-07-01\|34.34\|2.66\|33.78\|34.78\|33.18\|168615;2026-07-02\|32.29\|-5.97\|34.10\|34.45\|32.00\|142475;2026-07-03\|35.52\|10.00\|32.62\|35.52\|32.33\|109853;2026-07-06\|34.78\|-2.08\|35.78\|36.50\|34.24\|224710;2026-07-07\|32.29\|-7.16\|34.52\|35.20\|32.14\|176228;2026-07-08\|30.17\|-6.57\|32.66\|33.11\|29.80\|169684;2026-07-09\|30.29\|0.40\|30.01\|30.66\|28.95\|147167;2026-07-10\|30.89\|1.98\|30.30\|32.73\|29.86\|227369;2026-07-13\|27.80\|-10.00\|30.90\|30.92\|27.80\|189108;2026-07-14\|28.35\|1.98\|27.56\|28.48\|25.65\|206638;2026-07-15\|28.19\|-0.56\|28.05\|28.58\|27.71\|114064;2026-07-16\|28.26\|0.25\|27.60\|29.58\|27.40\|138782;2026-07-17\|26.92\|-4.74\|28.18\|28.60\|26.89\|103424
110204	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	航天央企+氢能装备+液力传动行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、公司控股股东为西安航天科技工业有限公司，实际控制人为中国航天科技集团有限公司，最终控制人为国务院国有资产监督管理委员会。 2、据2026年1月30日互动易，公司子公司航天元新主营液力变矩器及宇航产品加工业务。 3、据2025年年报，公司整合液力传动产业及机加配套业务优势资源，成立西安元新航天动力流体装备有限公司，并以此为标的引入外部资本3亿元，推动规模化发展。 4、据2025年年报，公司加快推进氢能产业项目1000套/年液氢气瓶产线落成，为后续获得项目订单奠定基础。	航天科技集团下属上市公司；公司大股东是航天科技集团下属航天六院，其是我国液体火箭发动机主要研制单位	2026-03-10\|35.18\|2.24\|35.00\|36.33\|34.75\|405044;2026-03-11\|35.82\|1.82\|35.39\|36.95\|34.60\|651778;2026-03-12\|34.26\|-4.36\|35.60\|35.69\|33.88\|441053;2026-03-13\|32.32\|-5.66\|34.00\|34.25\|32.20\|356794;2026-03-16\|31.59\|-2.26\|32.05\|32.19\|30.90\|297900;2026-03-17\|30.30\|-4.08\|31.79\|32.04\|30.24\|248086;2026-03-18\|31.52\|4.03\|30.30\|31.90\|30.00\|325935;2026-03-19\|31.86\|1.08\|30.81\|32.98\|30.72\|387873;2026-03-20\|30.50\|-4.27\|31.86\|31.95\|30.30\|267620;2026-03-23\|29.83\|-2.20\|29.81\|31.80\|29.43\|322786;2026-03-24\|30.42\|1.98\|30.46\|30.92\|29.03\|290075;2026-03-25\|30.20\|-0.72\|30.40\|31.00\|30.00\|248071;2026-03-26\|29.62\|-1.92\|30.66\|30.80\|29.20\|320659;2026-03-27\|29.62\|0.00\|28.60\|29.90\|28.41\|235502;2026-03-30\|32.58\|9.99\|29.58\|32.58\|29.49\|626662;2026-03-31\|34.38\|5.52\|32.58\|35.75\|32.58\|1294979;2026-04-01\|33.21\|-3.40\|34.35\|34.72\|32.60\|709047;2026-04-02\|32.36\|-2.56\|32.94\|33.60\|32.01\|397791;2026-04-03\|31.41\|-2.94\|32.50\|33.20\|30.74\|425654;2026-04-07\|31.43\|0.06\|31.15\|31.60\|30.56\|298737;2026-04-08\|33.03\|5.09\|32.10\|33.86\|31.85\|491597;2026-04-09\|32.58\|-1.36\|32.32\|33.20\|31.83\|303173;2026-04-10\|32.00\|-1.78\|32.80\|33.39\|31.96\|309471;2026-04-13\|31.81\|-0.59\|31.99\|32.63\|31.67\|229954;2026-04-14\|33.97\|6.79\|31.90\|34.99\|31.36\|1028716;2026-04-15\|34.93\|2.83\|33.97\|35.84\|33.97\|881652;2026-04-16\|35.28\|1.00\|35.00\|35.80\|34.50\|515503;2026-04-17\|35.67\|1.11\|35.28\|35.85\|34.52\|484285;2026-04-20\|37.39\|4.82\|35.67\|37.87\|35.30\|789913;2026-04-21\|36.62\|-2.06\|37.41\|37.62\|35.99\|593610;2026-04-22\|38.40\|4.86\|35.60\|38.88\|34.89\|804100;2026-04-23\|36.38\|-5.26\|37.88\|38.20\|36.03\|555886;2026-04-24\|35.01\|-3.77\|36.10\|36.47\|34.80\|345513;2026-04-27\|34.22\|-2.26\|34.60\|35.00\|33.99\|273802;2026-04-28\|32.84\|-4.03\|34.45\|34.48\|32.38\|334292;2026-04-29\|33.26\|1.28\|32.50\|33.79\|32.41\|268125;2026-04-30\|34.52\|3.79\|33.18\|35.08\|33.00\|357352;2026-05-06\|34.78\|0.75\|34.57\|35.53\|34.55\|377843;2026-05-07\|34.98\|0.57\|35.00\|35.09\|34.40\|329100;2026-05-08\|38.48\|10.01\|34.88\|38.48\|34.58\|685933;2026-05-11\|38.19\|-0.75\|39.86\|39.90\|37.85\|887505;2026-05-12\|38.50\|0.81\|38.26\|40.57\|37.46\|705247;2026-05-13\|40.12\|4.21\|38.30\|40.50\|37.81\|701901;2026-05-14\|36.71\|-8.50\|39.85\|39.85\|36.50\|586742;2026-05-15\|35.27\|-3.92\|36.05\|37.08\|35.25\|363276;2026-05-18\|35.40\|0.37\|34.89\|36.39\|34.83\|311126;2026-05-19\|34.67\|-2.06\|34.98\|34.98\|33.80\|313431;2026-05-20\|33.63\|-3.00\|34.23\|34.39\|33.30\|268993;2026-05-21\|32.50\|-3.36\|33.72\|34.18\|32.44\|282528;2026-05-22\|32.43\|-0.22\|32.51\|32.81\|31.98\|209943;2026-05-25\|32.84\|1.26\|32.90\|33.75\|32.42\|233556;2026-05-26\|29.86\|-9.07\|32.50\|32.52\|29.56\|466357;2026-05-27\|28.07\|-5.99\|29.88\|30.02\|27.88\|402305;2026-05-28\|28.15\|0.28\|27.90\|28.71\|27.47\|314736;2026-05-29\|26.15\|-7.10\|27.92\|27.92\|25.96\|354061;2026-06-01\|25.72\|-1.64\|26.15\|26.59\|25.70\|206445;2026-06-02\|25.33\|-1.52\|26.00\|26.08\|24.31\|282199;2026-06-03\|25.80\|1.86\|25.27\|26.78\|25.00\|320243;2026-06-04\|25.02\|-3.02\|25.65\|25.75\|24.89\|188745;2026-06-05\|25.86\|3.36\|25.22\|26.41\|24.68\|393938;2026-06-08\|26.20\|1.31\|25.00\|27.55\|24.89\|478421;2026-06-09\|25.19\|-3.85\|26.21\|26.21\|24.52\|343767;2026-06-10\|24.37\|-3.26\|24.81\|25.38\|23.82\|309880;2026-06-11\|23.60\|-3.16\|24.00\|24.18\|23.35\|288418;2026-06-12\|25.08\|6.27\|24.08\|25.96\|23.91\|685490;2026-06-15\|24.29\|-3.15\|24.70\|24.83\|24.08\|422108;2026-06-16\|24.42\|0.54\|24.70\|25.15\|24.20\|301371;2026-06-17\|24.50\|0.33\|24.17\|25.15\|24.12\|288230;2026-06-18\|24.88\|1.55\|24.22\|25.29\|24.01\|318854;2026-06-22\|24.39\|-1.97\|24.86\|24.86\|23.19\|336165;2026-06-23\|23.61\|-3.20\|24.10\|24.19\|23.55\|199017;2026-06-24\|24.61\|4.24\|23.61\|24.93\|22.86\|341058;2026-06-25\|23.88\|-2.97\|24.40\|25.48\|23.78\|277074;2026-06-26\|26.27\|10.01\|23.81\|26.27\|23.06\|618826;2026-06-29\|27.13\|3.27\|26.48\|27.75\|25.70\|845019;2026-06-30\|28.02\|3.28\|26.90\|28.44\|26.41\|669587;2026-07-01\|29.46\|5.14\|27.50\|29.80\|27.50\|629412;2026-07-02\|28.00\|-4.96\|28.96\|30.23\|27.79\|587571;2026-07-03\|28.02\|0.07\|28.17\|29.80\|27.51\|591586;2026-07-06\|25.95\|-7.39\|28.44\|28.80\|25.73\|518600;2026-07-07\|24.95\|-3.85\|25.86\|27.28\|24.75\|355595;2026-07-08\|23.66\|-5.17\|24.90\|25.29\|23.66\|291933;2026-07-09\|25.20\|6.51\|23.66\|25.22\|23.28\|360251;2026-07-10\|27.72\|10.00\|25.10\|27.72\|24.35\|420491;2026-07-13\|24.95\|-9.99\|27.03\|27.40\|24.95\|504012;2026-07-14\|22.46\|-9.98\|23.26\|23.60\|22.46\|123484;2026-07-15\|20.21\|-10.02\|21.01\|21.76\|20.21\|481987;2026-07-16\|19.25\|-4.75\|19.85\|20.18\|19.02\|352419;2026-07-17\|17.75\|-7.79\|19.03\|19.27\|17.48\|368189
110203	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	涨停揭秘：“巨龙”牌钢丝绳深度参与国家重大航天工程，直接受益天舟十号发射及商业航天加速落地；涨停缘由：产品已用于神舟载人飞船、长征系列火箭等国家重大工程，配套深中通道等超级基建；天舟十号临近发射强化市场对其航天级特种钢丝绳需求预期；贵州国资控股，具备国企改革属性；资金逻辑：资金聚焦航天上游材料环节，龙虎榜显示一线游资主导拉升，换手率温和放大，显示筹码交换充分；风险提示：公司传统主业受钢铁行业周期压制，航天相关收入占比未披露，业绩贡献尚不明确	公司“巨龙”牌钢丝绳已用于“神舟”载人飞船等国家重大航天工程，产品配套长征系列火箭及深中通道等超级工程	2026-03-10\|13.90\|1.61\|13.70\|13.94\|13.70\|31434;2026-03-11\|13.60\|-2.16\|13.89\|13.91\|13.54\|36049;2026-03-12\|13.42\|-1.32\|13.55\|13.62\|13.37\|44260;2026-03-13\|13.32\|-0.75\|13.38\|13.60\|13.31\|43618;2026-03-16\|13.50\|1.35\|13.32\|13.74\|13.32\|75709;2026-03-17\|13.33\|-1.26\|13.49\|13.68\|13.33\|45796;2026-03-18\|13.37\|0.30\|13.34\|13.42\|13.20\|35345;2026-03-19\|13.07\|-2.24\|13.27\|13.35\|12.99\|39778;2026-03-20\|12.71\|-2.75\|13.06\|13.22\|12.70\|47026;2026-03-23\|11.63\|-8.50\|12.56\|12.72\|11.50\|124954;2026-03-24\|12.05\|3.61\|11.90\|12.06\|11.60\|63608;2026-03-25\|12.13\|0.66\|12.05\|12.18\|12.00\|39856;2026-03-26\|11.98\|-1.24\|12.09\|12.26\|11.88\|37574;2026-03-27\|12.17\|1.59\|11.97\|12.20\|11.91\|32931;2026-03-30\|12.34\|1.40\|12.00\|12.34\|12.00\|42527;2026-03-31\|12.30\|-0.32\|12.35\|12.60\|12.24\|36090;2026-04-01\|12.29\|-0.08\|12.52\|12.60\|12.23\|47237;2026-04-02\|12.00\|-2.36\|12.25\|12.35\|11.95\|52358;2026-04-03\|11.65\|-2.92\|11.99\|12.10\|11.65\|40885;2026-04-07\|11.89\|2.06\|11.65\|11.98\|11.62\|39954;2026-04-08\|12.26\|3.11\|12.19\|12.29\|12.06\|41778;2026-04-09\|12.08\|-1.47\|12.21\|12.26\|12.06\|32806;2026-04-10\|12.22\|1.16\|12.10\|12.32\|12.10\|34348;2026-04-13\|12.07\|-1.23\|12.16\|12.22\|11.85\|44150;2026-04-14\|12.22\|1.24\|12.13\|12.23\|12.04\|49808;2026-04-15\|11.93\|-2.37\|12.21\|12.28\|11.90\|57091;2026-04-16\|12.10\|1.43\|11.93\|12.16\|11.88\|41354;2026-04-17\|12.05\|-0.41\|12.10\|12.13\|11.91\|32074;2026-04-20\|12.09\|0.33\|12.00\|12.11\|11.95\|35706;2026-04-21\|12.03\|-0.50\|12.10\|12.16\|11.94\|32705;2026-04-22\|12.00\|-0.25\|12.01\|12.05\|11.94\|28330;2026-04-23\|11.88\|-1.00\|11.95\|12.04\|11.85\|37604;2026-04-24\|12.20\|2.69\|11.90\|12.23\|11.84\|68259;2026-04-27\|12.21\|0.08\|12.35\|12.35\|11.51\|141851;2026-04-28\|11.99\|-1.80\|12.10\|12.25\|11.87\|71972;2026-04-29\|12.03\|0.33\|11.98\|12.11\|11.90\|53773;2026-04-30\|11.40\|-5.24\|11.60\|11.70\|11.26\|160160;2026-05-06\|11.36\|-0.35\|11.41\|11.57\|11.30\|95998;2026-05-07\|11.37\|0.09\|11.36\|11.53\|11.26\|73245;2026-05-08\|12.51\|10.03\|11.46\|12.51\|11.41\|135059;2026-05-11\|12.49\|-0.16\|12.51\|12.58\|12.31\|197734;2026-05-12\|12.33\|-1.28\|12.48\|12.62\|12.26\|106070;2026-05-13\|12.48\|1.22\|12.44\|12.59\|12.31\|110452;2026-05-14\|12.07\|-3.29\|12.41\|12.47\|12.07\|88272;2026-05-15\|11.82\|-2.07\|12.15\|12.18\|11.72\|75158;2026-05-18\|13.00\|9.98\|11.82\|13.00\|11.80\|227202;2026-05-19\|12.78\|-1.69\|12.94\|13.24\|12.74\|313393;2026-05-20\|12.55\|-1.80\|12.90\|13.09\|12.42\|168913;2026-05-21\|12.09\|-3.67\|12.69\|12.69\|12.06\|140923;2026-05-22\|12.26\|1.41\|12.11\|12.45\|11.90\|121914;2026-05-25\|12.40\|1.14\|12.27\|12.69\|12.17\|146161;2026-05-26\|12.77\|2.98\|12.25\|12.84\|11.84\|230772;2026-05-27\|12.57\|-1.57\|12.56\|12.80\|12.38\|126441;2026-05-28\|13.00\|3.42\|12.65\|13.08\|12.49\|211886;2026-05-29\|13.20\|1.54\|12.94\|13.50\|12.70\|230686;2026-06-01\|13.18\|-0.15\|13.02\|13.20\|12.90\|142956;2026-06-02\|12.50\|-5.16\|13.05\|13.12\|12.45\|146769;2026-06-03\|12.11\|-3.12\|12.31\|12.65\|11.99\|121534;2026-06-04\|12.21\|0.83\|11.88\|12.36\|11.68\|104255;2026-06-05\|12.28\|0.57\|12.10\|12.42\|11.85\|91444;2026-06-08\|11.51\|-6.27\|11.86\|12.10\|11.45\|105525;2026-06-09\|10.82\|-5.99\|11.63\|11.66\|10.67\|133523;2026-06-10\|10.17\|-6.01\|10.53\|10.70\|10.06\|104810;2026-06-11\|10.01\|-1.57\|10.00\|10.22\|9.82\|74426;2026-06-12\|10.03\|0.20\|10.16\|10.30\|9.94\|69860;2026-06-15\|10.15\|1.20\|10.12\|10.64\|10.08\|69214;2026-06-16\|10.05\|-0.99\|10.17\|10.19\|9.84\|62569;2026-06-17\|9.80\|-2.49\|10.03\|10.07\|9.75\|61136;2026-06-18\|9.69\|-1.12\|9.80\|9.89\|9.62\|52667;2026-06-22\|9.53\|-1.65\|9.69\|9.69\|9.20\|75365;2026-06-23\|9.58\|0.52\|9.51\|9.74\|9.46\|49433;2026-06-24\|9.12\|-4.80\|9.51\|9.57\|9.01\|66619;2026-06-25\|8.98\|-1.54\|9.12\|9.20\|8.88\|53749;2026-06-26\|8.77\|-2.34\|8.90\|8.93\|8.70\|47368;2026-06-29\|8.68\|-1.03\|8.60\|8.78\|8.36\|65628;2026-06-30\|8.62\|-0.69\|8.77\|8.78\|8.49\|47568;2026-07-01\|8.76\|1.62\|8.62\|8.93\|8.58\|63230;2026-07-02\|8.80\|0.46\|8.76\|9.06\|8.73\|53564;2026-07-03\|9.40\|6.82\|8.82\|9.63\|8.81\|121036;2026-07-06\|8.88\|-5.53\|9.31\|9.58\|8.85\|84504;2026-07-07\|8.69\|-2.14\|8.91\|8.92\|8.65\|54965;2026-07-08\|8.80\|1.27\|8.69\|8.97\|8.49\|63373;2026-07-09\|9.68\|10.00\|9.39\|9.68\|9.39\|48033;2026-07-10\|10.65\|10.02\|9.78\|10.65\|9.78\|172261;2026-07-13\|11.72\|10.05\|11.72\|11.72\|11.72\|54418;2026-07-14\|10.55\|-9.98\|11.39\|11.39\|10.55\|331223;2026-07-15\|11.35\|7.58\|10.28\|11.61\|10.10\|382382;2026-07-16\|10.65\|-6.17\|10.96\|11.56\|10.65\|275467;2026-07-17\|11.72\|10.05\|10.65\|11.72\|10.65\|266874
110202	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	参股蓝箭航天+创投+山东国资 1、据蓝箭航天2026年6月29日招股说明书，其科创板IPO审核状态已恢复为“已问询”；据鲁信创投2025年年度报告，公司参股基金成都鲁信贰期等合计持有蓝箭航天0.89%股权。 2、据2025年年度报告及2026年5月27日机构调研，公司主营业务为创业投资，聚焦新一代信息技术、高端装备制造及航空航天等战略性新兴产业，目前已投专精特新企业123家。 3、据2025年年度报告，公司控股股东为山东省鲁信投资控股集团有限公司，最终控制人为山东省人民政府。	公司参股基金成都鲁信菁蓉贰期创业投资中心（有限合伙）等3个投资主体合计持有蓝箭航天空间科技股份有限公司0.89%股权	2026-03-10\|22.56\|0.89\|22.46\|22.90\|22.34\|110513;2026-03-11\|23.35\|3.50\|22.64\|24.00\|22.50\|474585;2026-03-12\|22.52\|-3.55\|23.00\|23.15\|22.22\|355356;2026-03-13\|21.57\|-4.22\|22.32\|22.48\|21.49\|217785;2026-03-16\|21.54\|-0.14\|21.84\|22.18\|21.15\|151919;2026-03-17\|21.09\|-2.09\|21.53\|21.85\|21.03\|118997;2026-03-18\|21.91\|3.89\|21.10\|22.22\|20.88\|215639;2026-03-19\|21.42\|-2.24\|21.85\|22.09\|21.35\|166666;2026-03-20\|20.59\|-3.87\|21.68\|21.75\|20.33\|152925;2026-03-23\|19.66\|-4.52\|20.25\|20.58\|19.48\|162576;2026-03-24\|20.06\|2.03\|20.07\|20.17\|19.40\|126339;2026-03-25\|20.30\|1.20\|20.10\|20.60\|20.10\|96883;2026-03-26\|20.20\|-0.49\|20.40\|20.51\|19.98\|98450;2026-03-27\|20.67\|2.33\|19.80\|21.02\|19.77\|134842;2026-03-30\|21.07\|1.94\|20.51\|21.25\|20.38\|124797;2026-03-31\|21.07\|0.00\|21.00\|21.85\|20.91\|172821;2026-04-01\|20.70\|-1.76\|21.27\|21.55\|20.48\|143941;2026-04-02\|20.31\|-1.88\|20.58\|20.76\|20.19\|81106;2026-04-03\|20.07\|-1.18\|20.43\|20.73\|19.80\|87835;2026-04-07\|20.03\|-0.20\|20.32\|20.32\|19.86\|60960;2026-04-08\|21.28\|6.24\|20.43\|21.38\|20.38\|153764;2026-04-09\|20.80\|-2.26\|20.99\|21.20\|20.67\|148130;2026-04-10\|20.56\|-1.15\|20.92\|21.16\|20.52\|135632;2026-04-13\|20.35\|-1.02\|21.02\|21.20\|20.24\|146951;2026-04-14\|20.89\|2.65\|20.41\|20.92\|20.24\|159345;2026-04-15\|20.68\|-1.01\|21.09\|21.34\|20.65\|129084;2026-04-16\|20.80\|0.58\|20.66\|20.89\|20.53\|106266;2026-04-17\|21.33\|2.55\|20.68\|21.64\|20.62\|195781;2026-04-20\|21.69\|1.69\|21.26\|21.82\|21.20\|178946;2026-04-21\|21.56\|-0.60\|21.52\|21.78\|21.35\|117454;2026-04-22\|21.48\|-0.37\|21.40\|21.59\|21.22\|99109;2026-04-23\|21.68\|0.93\|21.43\|22.96\|20.98\|347007;2026-04-24\|22.64\|4.43\|21.88\|23.85\|21.69\|674148;2026-04-27\|22.06\|-2.56\|22.53\|23.32\|21.90\|455349;2026-04-28\|21.00\|-4.81\|21.60\|21.94\|20.37\|376813;2026-04-29\|20.75\|-1.19\|20.80\|21.25\|20.50\|233608;2026-04-30\|21.73\|4.72\|20.69\|22.20\|20.69\|381813;2026-05-06\|21.93\|0.92\|21.70\|22.27\|21.68\|251186;2026-05-07\|22.58\|2.96\|22.09\|22.98\|21.82\|269885;2026-05-08\|24.84\|10.01\|23.03\|24.84\|22.90\|309537;2026-05-11\|24.33\|-2.05\|25.79\|26.30\|23.95\|725466;2026-05-12\|24.13\|-0.82\|24.49\|25.38\|24.01\|449759;2026-05-13\|23.48\|-2.69\|23.82\|23.95\|23.02\|405268;2026-05-14\|21.76\|-7.33\|23.57\|23.60\|21.76\|370684;2026-05-15\|20.87\|-4.09\|21.56\|21.75\|20.70\|287244;2026-05-18\|22.06\|5.70\|20.55\|22.96\|20.52\|457141;2026-05-19\|22.14\|0.36\|22.32\|23.49\|21.88\|388401;2026-05-20\|23.47\|6.01\|22.02\|23.85\|21.41\|484242;2026-05-21\|23.79\|1.36\|23.24\|25.56\|23.15\|645315;2026-05-22\|24.41\|2.61\|24.00\|24.57\|23.55\|358079;2026-05-25\|23.96\|-1.84\|24.04\|24.96\|23.65\|368179;2026-05-26\|23.88\|-0.33\|23.68\|24.17\|23.26\|256272;2026-05-27\|21.49\|-10.01\|23.65\|24.05\|21.49\|343939;2026-05-28\|22.39\|4.19\|21.33\|23.02\|21.12\|338068;2026-05-29\|21.08\|-5.85\|22.47\|22.57\|20.90\|286993;2026-06-01\|20.92\|-0.76\|20.82\|21.66\|20.68\|171350;2026-06-02\|21.40\|2.29\|21.10\|22.20\|20.82\|286571;2026-06-03\|23.29\|8.83\|21.43\|23.54\|21.28\|625400;2026-06-04\|24.14\|3.65\|23.25\|24.45\|23.13\|437467;2026-06-05\|23.59\|-2.28\|24.01\|24.76\|23.40\|432352;2026-06-08\|22.47\|-4.75\|22.83\|24.10\|22.15\|256947;2026-06-09\|23.10\|2.80\|22.92\|23.34\|21.98\|260788;2026-06-10\|22.35\|-3.25\|22.80\|23.34\|21.78\|283141;2026-06-11\|21.95\|-1.79\|22.13\|22.45\|21.61\|192199;2026-06-12\|21.31\|-2.92\|22.18\|23.55\|21.30\|354356;2026-06-15\|21.78\|2.21\|20.89\|21.85\|20.70\|249845;2026-06-16\|20.85\|-4.27\|22.50\|22.80\|20.71\|369889;2026-06-17\|19.93\|-4.41\|20.70\|21.39\|19.70\|288934;2026-06-18\|21.13\|6.02\|19.86\|21.92\|19.45\|568327;2026-06-22\|21.39\|1.23\|21.50\|21.64\|20.25\|420258;2026-06-23\|20.41\|-4.58\|21.02\|21.39\|20.41\|261346;2026-06-24\|20.12\|-1.42\|20.27\|20.63\|19.15\|269011;2026-06-25\|18.88\|-6.16\|20.00\|20.29\|18.34\|326132;2026-06-26\|19.80\|5.21\|18.67\|20.48\|18.15\|374375;2026-06-29\|18.11\|-8.54\|19.39\|19.55\|17.86\|289767;2026-06-30\|19.92\|9.99\|19.89\|19.92\|19.41\|163715;2026-07-01\|21.91\|9.99\|20.20\|21.91\|20.10\|489079;2026-07-02\|21.35\|-2.56\|22.36\|22.97\|21.33\|545973;2026-07-03\|22.28\|4.36\|21.53\|23.49\|21.53\|616798;2026-07-06\|20.05\|-10.01\|22.04\|22.37\|20.05\|448591;2026-07-07\|19.04\|-5.04\|20.05\|20.20\|18.90\|246884;2026-07-08\|19.55\|2.68\|19.12\|20.09\|18.18\|542382;2026-07-09\|19.37\|-0.92\|19.36\|20.41\|18.25\|392368;2026-07-10\|19.95\|2.99\|18.95\|21.18\|18.65\|434518;2026-07-13\|17.96\|-9.97\|19.48\|19.50\|17.96\|256650;2026-07-14\|16.56\|-7.80\|17.30\|17.30\|16.16\|264846;2026-07-15\|15.87\|-4.17\|16.15\|16.71\|15.76\|167784;2026-07-16\|15.63\|-1.51\|15.65\|15.98\|15.40\|115542;2026-07-17\|14.35\|-8.19\|15.54\|15.63\|14.30\|180513
110201	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	商业航天+固态电池+业绩增长+次新股行业原因： SpaceX计划在未来几个月内上市，估值可能达1.75万亿至2万亿美元，融资750亿美元，这将使其成为历史上规模最大的IPO。公司原因： 1、据2026年4月29日一季报，公司一季度营收4.68亿元，同比增长87.19%，归母净利润1490万元，同比扭亏为盈。 2、据2026年2月25日互动易，公司在国网星座已发布卫星研制计划中参与比例达82%，千帆星座实现宇航电源系统独家配套。 3、据2026年4月23日年报，公司固态电池正极材料项目已完成，材料比容量≥200mAh/g、循环寿命1000次，技术水平国内先进。 4、电科蓝天于2026-02-10上市，公司主营业务为电能源产品及系统的研发、生产、销售及服务。	在国网星座（含星网一代、新星、星云）已发布卫星研制计划中，公司参与研制比例达82%；在千帆星座方面，公司已实现宇航电源系统独家配套	2026-03-10\|68.75\|7.54\|64.20\|69.66\|63.53\|402633;2026-03-11\|68.75\|0.00\|67.55\|70.10\|66.72\|300683;2026-03-12\|65.90\|-4.15\|67.78\|68.80\|64.53\|236252;2026-03-13\|62.16\|-5.68\|64.64\|66.66\|61.99\|199149;2026-03-16\|63.63\|2.36\|62.01\|64.10\|60.63\|171364;2026-03-17\|61.17\|-3.87\|64.50\|64.94\|61.00\|174471;2026-03-18\|67.20\|9.86\|61.80\|67.33\|61.23\|374265;2026-03-19\|66.00\|-1.79\|65.02\|67.46\|64.64\|266630;2026-03-20\|64.65\|-2.05\|66.50\|68.97\|64.50\|316221;2026-03-23\|65.45\|1.24\|63.50\|68.20\|63.47\|295384;2026-03-24\|64.45\|-1.53\|67.00\|68.50\|61.50\|360149;2026-03-25\|64.14\|-0.48\|64.00\|67.00\|63.10\|271618;2026-03-26\|62.73\|-2.20\|65.65\|65.95\|61.05\|252664;2026-03-27\|59.89\|-4.53\|60.80\|62.20\|58.59\|207705;2026-03-30\|61.03\|1.90\|58.01\|61.62\|58.00\|175458;2026-03-31\|60.74\|-0.48\|60.58\|63.88\|59.00\|248147;2026-04-01\|59.98\|-1.25\|61.98\|62.46\|59.28\|166274;2026-04-02\|57.20\|-4.63\|59.60\|59.96\|56.66\|149744;2026-04-03\|56.60\|-1.05\|57.90\|58.45\|55.80\|130541;2026-04-07\|55.85\|-1.33\|56.60\|57.12\|55.36\|87609;2026-04-08\|62.69\|12.25\|57.16\|62.95\|56.80\|272770;2026-04-09\|59.80\|-4.61\|61.08\|61.21\|59.80\|155127;2026-04-10\|58.70\|-1.84\|60.40\|61.15\|58.58\|144823;2026-04-13\|59.80\|1.87\|58.01\|61.45\|57.87\|150950;2026-04-14\|64.65\|8.11\|60.60\|65.81\|59.86\|323670;2026-04-15\|67.08\|3.76\|65.95\|70.45\|65.00\|368822;2026-04-16\|67.00\|-0.12\|66.55\|67.99\|65.85\|183641;2026-04-17\|67.73\|1.09\|67.00\|70.35\|66.01\|232140;2026-04-20\|73.03\|7.83\|69.00\|73.45\|69.00\|327101;2026-04-21\|73.60\|0.78\|72.00\|76.38\|71.37\|274709;2026-04-22\|71.28\|-3.15\|72.44\|72.67\|68.94\|210149;2026-04-23\|69.72\|-2.19\|71.03\|71.95\|68.28\|191394;2026-04-24\|66.34\|-4.85\|69.04\|69.64\|65.50\|165992;2026-04-27\|66.49\|0.23\|66.30\|67.41\|65.68\|118649;2026-04-28\|64.64\|-2.78\|66.18\|66.21\|64.06\|115826;2026-04-29\|67.65\|4.66\|65.94\|69.49\|65.21\|203056;2026-04-30\|68.60\|1.40\|67.60\|69.10\|66.37\|211974;2026-05-06\|69.15\|0.80\|69.10\|71.74\|68.69\|219479;2026-05-07\|71.37\|3.21\|69.16\|71.51\|68.80\|196739;2026-05-08\|85.64\|19.99\|70.35\|85.64\|70.18\|448294;2026-05-11\|92.15\|7.60\|88.81\|94.92\|88.81\|387198;2026-05-12\|91.50\|-0.71\|92.15\|94.87\|88.17\|252537;2026-05-13\|90.50\|-1.09\|91.17\|93.18\|86.55\|304685;2026-05-14\|80.35\|-11.22\|89.00\|89.50\|80.31\|331911;2026-05-15\|78.54\|-2.25\|80.78\|81.50\|77.45\|215289;2026-05-18\|81.48\|3.74\|78.01\|83.60\|78.01\|255083;2026-05-19\|80.91\|-0.70\|81.58\|86.08\|79.55\|236728;2026-05-20\|79.05\|-2.30\|80.35\|81.58\|78.67\|169130;2026-05-21\|77.00\|-2.59\|80.60\|81.51\|77.00\|203733;2026-05-22\|79.85\|3.70\|78.08\|79.87\|76.48\|180547;2026-05-25\|77.19\|-3.33\|80.60\|80.77\|73.82\|208081;2026-05-26\|73.21\|-5.16\|77.00\|77.10\|71.57\|182670;2026-05-27\|74.79\|2.16\|74.56\|77.77\|73.40\|191850;2026-05-28\|75.63\|1.12\|74.60\|78.50\|74.40\|167216;2026-05-29\|68.87\|-8.94\|76.89\|76.90\|68.55\|196862;2026-06-01\|65.20\|-5.33\|69.00\|69.00\|65.15\|128002;2026-06-02\|65.58\|0.58\|65.41\|66.28\|63.47\|106900;2026-06-03\|68.83\|4.96\|65.18\|70.19\|64.81\|177016;2026-06-04\|68.67\|-0.23\|67.02\|69.95\|66.12\|108297;2026-06-05\|73.20\|6.60\|71.94\|74.80\|70.91\|218319;2026-06-08\|70.58\|-3.58\|69.96\|75.38\|69.83\|166079;2026-06-09\|68.26\|-3.29\|70.60\|70.71\|66.00\|154193;2026-06-10\|65.41\|-4.18\|68.01\|69.48\|64.70\|109999;2026-06-11\|66.66\|1.91\|65.39\|66.80\|62.30\|131815;2026-06-12\|66.19\|-0.71\|67.90\|70.60\|66.19\|159299;2026-06-15\|66.17\|-0.03\|65.00\|66.30\|62.56\|145986;2026-06-16\|64.71\|-2.21\|67.46\|68.69\|64.58\|152092;2026-06-17\|67.00\|3.54\|63.44\|68.63\|63.00\|163560;2026-06-18\|69.80\|4.18\|65.40\|70.37\|64.64\|186113;2026-06-22\|65.53\|-6.12\|69.40\|69.48\|63.95\|182628;2026-06-23\|60.81\|-7.20\|64.48\|64.49\|60.63\|145280;2026-06-24\|64.03\|5.30\|60.50\|64.62\|60.29\|123088;2026-06-25\|63.60\|-0.67\|62.97\|66.87\|62.81\|121612;2026-06-26\|70.55\|10.93\|63.00\|73.50\|61.75\|311905;2026-06-29\|72.68\|3.02\|69.15\|73.50\|69.15\|203668;2026-06-30\|74.15\|2.02\|73.68\|75.04\|71.33\|182009;2026-07-01\|73.18\|-1.31\|73.20\|75.80\|72.12\|178647;2026-07-02\|73.22\|0.05\|71.80\|75.46\|70.88\|170112;2026-07-03\|78.70\|7.48\|73.50\|81.18\|73.21\|268715;2026-07-06\|70.29\|-10.69\|78.50\|79.50\|70.25\|230239;2026-07-07\|69.19\|-1.56\|70.00\|72.84\|68.55\|106101;2026-07-08\|66.01\|-4.60\|69.01\|69.99\|66.01\|101037;2026-07-09\|71.42\|8.20\|66.10\|71.50\|66.07\|149298;2026-07-10\|78.30\|9.63\|71.00\|85.49\|69.59\|345970;2026-07-13\|67.96\|-13.21\|75.00\|75.39\|67.77\|237387;2026-07-14\|64.00\|-5.83\|66.20\|67.07\|60.66\|158412;2026-07-15\|62.14\|-2.91\|63.14\|64.98\|61.49\|102616;2026-07-16\|58.32\|-6.15\|61.00\|62.14\|58.05\|112527;2026-07-17\|51.20\|-12.10\|58.00\|58.19\|50.90\|141108
110200	SpaceX与Anthropic签署算力协议；天舟十号将于近日择机发射	不锈钢管+核电+光热发电行业原因： 1、据中国经济网4月16日报道，2026年是钢铁行业深入推进“减量优化、提质转型”的攻坚之年。 2、中信建投4月12日研报指出，钢铁PMI重返扩张区间，247家钢厂盈利率近五成，盈利修复带动估值抬升。公司原因： 1、据2025年9月10日投资者关系活动记录表，公司主营工业用不锈钢无缝管、焊接管及管件法兰，规格齐全，下游覆盖石油化工、电站锅炉、核电、煤液化等高端领域，在中高端市场具备品牌及客户壁垒。 2、据2025年10月15日互动易，公司持有《民用核安全设备制造许可证》，产品覆盖核 1、 2、3级，长期服务核电项目。据2025年12月29日互动易，公司是民用核承压管道生产持证单位，多年来持续为核电企业提供产品，产品包含了不锈钢各个牌号以及镍基合金等；公司向中核、中广核均有供货业绩。 3、公司不锈耐热钢及高温镍基合金可应用于光热发电领域，具备光热发电概念。	消息称公司可量产高强度奥氏体不锈钢管（抗拉≥850MPa）、超级双相不锈钢（2507），适配液氧/甲烷低温贮箱与推进系统，已为蓝箭航天朱雀三号、航天科技集团配套	2026-03-10\|9.51\|2.48\|9.45\|9.78\|9.30\|289265;2026-03-11\|9.31\|-2.10\|9.42\|9.62\|9.22\|261407;2026-03-12\|9.20\|-1.18\|9.24\|9.34\|9.12\|172732;2026-03-13\|8.94\|-2.83\|9.08\|9.26\|8.91\|185281;2026-03-16\|8.77\|-1.90\|9.02\|9.02\|8.58\|177834;2026-03-17\|8.48\|-3.31\|8.78\|8.96\|8.43\|141947;2026-03-18\|8.58\|1.18\|8.51\|8.59\|8.39\|106292;2026-03-19\|8.19\|-4.55\|8.44\|8.49\|8.15\|128916;2026-03-20\|7.86\|-4.03\|8.34\|8.34\|7.84\|145742;2026-03-23\|7.28\|-7.38\|7.72\|7.72\|7.20\|187501;2026-03-24\|7.56\|3.85\|7.47\|7.59\|7.29\|149218;2026-03-25\|7.68\|1.59\|7.55\|7.78\|7.52\|133887;2026-03-26\|7.44\|-3.12\|7.70\|7.74\|7.40\|103283;2026-03-27\|7.61\|2.28\|7.23\|7.66\|7.21\|100632;2026-03-30\|7.65\|0.53\|7.50\|7.66\|7.40\|72621;2026-03-31\|7.44\|-2.75\|7.60\|7.69\|7.42\|88709;2026-04-01\|7.60\|2.15\|7.66\|7.68\|7.50\|96889;2026-04-02\|7.38\|-2.89\|7.50\|7.64\|7.36\|110262;2026-04-03\|7.17\|-2.85\|7.43\|7.47\|7.16\|102324;2026-04-07\|7.29\|1.67\|7.19\|7.35\|7.18\|96520;2026-04-08\|7.60\|4.25\|7.43\|7.60\|7.37\|90814;2026-04-09\|7.52\|-1.05\|7.57\|7.59\|7.38\|96249;2026-04-10\|7.56\|0.53\|7.60\|7.72\|7.55\|96469;2026-04-13\|7.57\|0.13\|7.53\|7.60\|7.45\|80341;2026-04-14\|7.63\|0.79\|7.63\|7.66\|7.50\|92175;2026-04-15\|7.52\|-1.44\|7.64\|7.68\|7.50\|81358;2026-04-16\|8.27\|9.97\|7.51\|8.27\|7.51\|236188;2026-04-17\|8.26\|-0.12\|8.27\|8.33\|8.13\|272419;2026-04-20\|8.52\|3.15\|8.33\|8.59\|8.33\|226457;2026-04-21\|8.58\|0.70\|8.52\|8.60\|8.44\|142041;2026-04-22\|8.58\|0.00\|8.55\|8.79\|8.45\|176302;2026-04-23\|8.03\|-6.41\|8.27\|8.50\|8.00\|260064;2026-04-24\|8.01\|-0.25\|8.13\|8.13\|7.82\|168694;2026-04-27\|8.02\|0.12\|8.06\|8.11\|7.85\|114021;2026-04-28\|8.00\|-0.25\|8.02\|8.12\|7.94\|108975;2026-04-29\|8.09\|1.12\|7.98\|8.19\|7.96\|103578;2026-04-30\|7.95\|-1.73\|8.09\|8.23\|7.93\|132411;2026-05-06\|7.97\|0.25\|7.99\|8.03\|7.87\|136821;2026-05-07\|7.77\|-2.51\|7.98\|8.00\|7.76\|158417;2026-05-08\|8.55\|10.04\|7.76\|8.55\|7.63\|347748;2026-05-11\|8.35\|-2.34\|8.65\|8.66\|8.30\|381997;2026-05-12\|8.31\|-0.48\|8.52\|8.53\|8.28\|187425;2026-05-13\|8.08\|-2.77\|8.38\|8.63\|8.04\|287521;2026-05-14\|7.90\|-2.23\|8.09\|8.11\|7.90\|182039;2026-05-15\|7.78\|-1.52\|7.90\|7.92\|7.69\|185355;2026-05-18\|7.83\|0.64\|7.72\|7.88\|7.60\|116279;2026-05-19\|7.56\|-3.45\|7.87\|7.87\|7.46\|192636;2026-05-20\|7.51\|-0.66\|7.50\|7.65\|7.32\|150607;2026-05-21\|7.21\|-3.99\|7.52\|7.56\|7.20\|138103;2026-05-22\|7.24\|0.42\|7.21\|7.31\|7.15\|88014;2026-05-25\|7.20\|-0.55\|7.24\|7.30\|7.07\|115901;2026-05-26\|7.00\|-2.78\|7.20\|7.25\|6.91\|138398;2026-05-27\|6.80\|-2.86\|6.98\|7.04\|6.78\|108028;2026-05-28\|6.89\|1.32\|6.81\|7.31\|6.75\|254797;2026-05-29\|6.54\|-5.08\|6.87\|6.95\|6.51\|157466;2026-06-01\|6.89\|5.35\|6.54\|7.18\|6.42\|199500;2026-06-02\|6.68\|-3.05\|6.87\|6.95\|6.63\|108052;2026-06-03\|6.62\|-0.90\|6.71\|6.71\|6.57\|91730;2026-06-04\|6.53\|-1.36\|6.55\|6.70\|6.46\|86048;2026-06-05\|6.46\|-1.07\|6.57\|6.57\|6.36\|99659;2026-06-08\|6.03\|-6.66\|6.26\|6.36\|5.97\|152947;2026-06-09\|6.10\|1.16\|6.06\|6.13\|5.95\|110578;2026-06-10\|5.88\|-3.61\|6.05\|6.08\|5.78\|139944;2026-06-11\|5.90\|1.20\|5.86\|5.93\|5.66\|143161;2026-06-12\|6.29\|6.61\|5.91\|6.49\|5.84\|350348;2026-06-15\|6.43\|2.23\|6.45\|6.54\|6.26\|251478;2026-06-16\|6.09\|-5.29\|6.44\|6.44\|6.05\|200858;2026-06-17\|5.93\|-2.63\|6.06\|6.30\|5.79\|270091;2026-06-18\|6.07\|2.36\|5.85\|6.23\|5.80\|224141;2026-06-22\|5.92\|-2.47\|6.01\|6.02\|5.62\|205698;2026-06-23\|5.90\|-0.34\|5.92\|6.02\|5.84\|128988;2026-06-24\|5.55\|-5.93\|5.85\|5.94\|5.53\|189538;2026-06-25\|5.37\|-3.24\|5.58\|5.58\|5.27\|207179;2026-06-26\|5.30\|-1.30\|5.40\|5.42\|5.20\|186961;2026-06-29\|5.22\|-1.51\|5.24\|5.28\|5.09\|168162;2026-06-30\|5.14\|-1.53\|5.21\|5.28\|5.06\|136645;2026-07-01\|5.23\|1.75\|5.14\|5.32\|5.11\|178084;2026-07-02\|5.18\|-0.96\|5.24\|5.42\|5.14\|138468;2026-07-03\|5.25\|1.35\|5.19\|5.31\|5.15\|139339;2026-07-06\|5.10\|-2.86\|5.23\|5.30\|5.04\|144325;2026-07-07\|4.93\|-3.33\|5.07\|5.12\|4.93\|140540;2026-07-08\|4.87\|-1.22\|4.92\|4.96\|4.82\|133091;2026-07-09\|4.84\|-0.62\|4.83\|4.93\|4.71\|156476;2026-07-10\|4.95\|2.27\|4.81\|5.07\|4.76\|159939;2026-07-13\|4.75\|-4.04\|4.97\|4.99\|4.74\|142392;2026-07-14\|4.79\|0.84\|4.73\|4.79\|4.67\|153626;2026-07-15\|4.85\|1.25\|4.70\|4.99\|4.67\|157902;2026-07-16\|4.86\|0.21\|4.77\|4.92\|4.74\|102914;2026-07-17\|4.64\|-4.53\|4.82\|4.92\|4.60\|158653
110199		扭亏为盈+低空经济+无锡国资 1、据2026年5月15日业绩说明会，2026年第一季度公司实现营业收入7,185.96万元，同比增长18.13%；归母净利润102.25万元，同比增长115.31%；扣非净利润57.12万元，同比增长107.54%，成功实现扭亏为盈。 2、据2026年5月15日业绩说明会，公司在智慧交通、智慧城市、低空经济等新质生产力领域积极布局投入，加快产业转型，拓展新兴机会。 3、据2026年5月8日异常波动公告，公司控股股东为无锡市交通产业集团有限公司，最终控制人为无锡市人民政府国有资产监督管理委员会，具备国资背景。	无锡国资委旗下，围绕交通、市政、建筑、环境四大业务领域提供工程设计咨询和工程总承包两大类业务	2026-03-10\|10.46\|2.55\|10.24\|10.49\|10.21\|36267;2026-03-11\|10.39\|-0.67\|10.47\|10.56\|10.36\|29883;2026-03-12\|10.23\|-1.54\|10.39\|10.49\|10.20\|36434;2026-03-13\|10.30\|0.68\|10.28\|10.46\|10.16\|34193;2026-03-16\|10.24\|-0.58\|10.24\|10.39\|10.20\|27617;2026-03-17\|10.09\|-1.46\|10.25\|10.34\|10.05\|31103;2026-03-18\|10.19\|0.99\|10.15\|10.20\|10.01\|28708;2026-03-19\|9.89\|-2.94\|10.12\|10.19\|9.85\|39808;2026-03-20\|9.53\|-3.64\|9.89\|10.05\|9.47\|55003;2026-03-23\|8.89\|-6.72\|9.43\|9.43\|8.80\|71371;2026-03-24\|9.54\|7.31\|9.10\|9.56\|8.93\|77458;2026-03-25\|9.75\|2.20\|9.60\|9.85\|9.60\|52095;2026-03-26\|9.54\|-2.15\|9.79\|9.93\|9.45\|36479;2026-03-27\|9.67\|1.36\|9.40\|9.72\|9.35\|29207;2026-03-30\|9.90\|2.38\|9.41\|9.94\|9.41\|40008;2026-03-31\|9.81\|-0.91\|9.90\|10.10\|9.73\|49831;2026-04-01\|9.74\|-0.71\|9.91\|10.11\|9.70\|47320;2026-04-02\|9.49\|-2.57\|9.73\|9.83\|9.39\|42129;2026-04-03\|9.05\|-4.64\|9.45\|9.49\|9.02\|44069;2026-04-07\|9.44\|4.31\|9.06\|9.52\|9.06\|54110;2026-04-08\|9.82\|4.03\|9.69\|9.86\|9.67\|44954;2026-04-09\|9.57\|-2.55\|9.88\|9.88\|9.50\|38504;2026-04-10\|9.61\|0.42\|9.61\|9.73\|9.54\|32473;2026-04-13\|9.50\|-1.14\|9.61\|9.64\|9.39\|43854;2026-04-14\|9.51\|0.11\|9.66\|9.66\|9.40\|29823;2026-04-15\|9.53\|0.21\|9.59\|9.63\|9.48\|28331;2026-04-16\|9.69\|1.68\|9.57\|9.73\|9.42\|40607;2026-04-17\|9.45\|-2.48\|9.66\|9.76\|9.41\|33438;2026-04-20\|9.61\|1.69\|9.55\|9.64\|9.39\|39133;2026-04-21\|9.65\|0.42\|9.63\|9.68\|9.52\|34206;2026-04-22\|9.51\|-1.45\|9.57\|9.76\|9.51\|32369;2026-04-23\|9.39\|-1.26\|9.51\|9.55\|9.39\|39868;2026-04-24\|9.45\|0.64\|9.30\|9.50\|9.29\|34773;2026-04-27\|9.76\|3.28\|9.47\|9.82\|9.39\|57153;2026-04-28\|9.78\|0.20\|9.73\|9.86\|9.68\|50969;2026-04-29\|10.10\|3.27\|9.80\|10.25\|9.78\|83941;2026-05-06\|9.60\|-4.95\|10.10\|10.20\|9.60\|196850;2026-05-07\|9.15\|-4.69\|9.34\|9.56\|9.12\|199714;2026-05-08\|9.54\|4.26\|9.25\|9.61\|9.18\|118869;2026-05-11\|9.50\|-0.42\|9.51\|9.57\|9.41\|79153;2026-05-12\|9.53\|0.32\|9.51\|9.63\|9.42\|46505;2026-05-13\|9.56\|0.31\|9.56\|9.78\|9.53\|39856;2026-05-14\|9.71\|1.57\|9.55\|9.89\|9.50\|67913;2026-05-15\|9.92\|2.16\|9.70\|9.96\|9.70\|50398;2026-05-18\|10.37\|4.54\|9.92\|10.42\|9.92\|98274;2026-05-19\|10.22\|-1.45\|10.28\|10.37\|10.10\|62823;2026-05-20\|10.23\|0.10\|10.19\|10.43\|10.18\|35111;2026-05-21\|9.76\|-4.59\|10.22\|10.24\|9.73\|45961;2026-05-22\|10.03\|2.77\|9.77\|10.16\|9.77\|43496;2026-05-25\|9.86\|-1.69\|10.13\|10.13\|9.79\|37910;2026-05-26\|9.77\|-0.91\|9.86\|9.94\|9.77\|30970;2026-05-27\|9.45\|-3.28\|9.74\|9.79\|9.32\|40756;2026-05-28\|9.52\|0.74\|9.44\|9.60\|9.32\|23751;2026-05-29\|9.37\|-1.58\|9.52\|9.63\|9.33\|28273;2026-06-01\|9.84\|5.02\|9.43\|9.84\|9.37\|25257;2026-06-02\|9.71\|-1.32\|10.00\|10.02\|9.67\|27787;2026-06-03\|9.65\|-0.62\|9.70\|9.78\|9.60\|22626;2026-06-04\|9.41\|-2.49\|9.60\|9.64\|9.40\|17483;2026-06-05\|9.40\|-0.11\|9.40\|9.55\|9.37\|17703;2026-06-08\|9.08\|-3.40\|9.25\|9.28\|8.93\|29743;2026-06-09\|9.13\|0.55\|9.15\|9.27\|9.07\|16200;2026-06-10\|8.94\|-2.08\|9.15\|9.21\|8.81\|21276;2026-06-11\|8.67\|-3.02\|8.94\|9.03\|8.58\|19481;2026-06-12\|8.73\|0.69\|8.79\|8.81\|8.63\|18409;2026-06-15\|8.58\|-1.72\|8.73\|8.87\|8.45\|22524;2026-06-16\|8.73\|1.75\|8.55\|8.75\|8.28\|21759;2026-06-17\|8.60\|-1.49\|8.72\|8.77\|8.44\|20141;2026-06-18\|8.70\|1.16\|8.56\|8.70\|8.46\|14042;2026-06-22\|8.92\|2.53\|8.71\|8.92\|8.55\|25196;2026-06-23\|9.16\|2.69\|8.92\|9.24\|8.86\|22769;2026-06-24\|8.92\|-2.62\|9.20\|9.21\|8.76\|18088;2026-06-25\|8.65\|-3.03\|8.99\|8.99\|8.62\|16221;2026-06-26\|8.50\|-1.73\|8.59\|8.82\|8.48\|14894;2026-06-29\|8.37\|-1.53\|8.51\|8.57\|8.33\|19661;2026-06-30\|8.14\|-2.75\|8.45\|8.50\|8.13\|21623;2026-07-01\|8.55\|5.04\|8.15\|8.55\|8.10\|19176;2026-07-02\|8.89\|3.98\|8.62\|8.98\|8.45\|40055;2026-07-03\|8.92\|0.34\|9.00\|9.15\|8.82\|21127;2026-07-06\|8.62\|-3.36\|9.00\|9.00\|8.41\|30422;2026-07-07\|8.52\|-1.16\|8.59\|8.65\|8.46\|14027;2026-07-08\|8.49\|-0.35\|8.43\|8.56\|8.41\|12846;2026-07-09\|8.53\|0.47\|8.49\|8.54\|8.36\|25404;2026-07-10\|8.59\|0.70\|8.53\|8.68\|8.39\|11954;2026-07-13\|8.46\|-1.51\|8.53\|8.58\|8.38\|14168;2026-07-14\|8.49\|0.35\|8.41\|8.49\|8.26\|13748;2026-07-15\|8.55\|0.71\|8.49\|8.63\|8.41\|7965;2026-07-16\|8.66\|1.29\|8.55\|8.82\|8.45\|16973;2026-07-17\|8.53\|-1.50\|8.71\|8.75\|8.42\|8944
110198		摘帽预期+红外芯片+新能源订单行业原因：上周五SpaceX在纳斯达克正式上市，首日大涨超19%，市值突破2万亿美元。中信证券指出，SpaceX上市可能重塑全球商业航天板块估值体系。公司原因： 1、据2026年6月9日公告及2026年6月5日互动易，公司向深交所提交的撤销退市风险警示申请处于补充材料阶段，正积极推进后续工作；截至2026年一季度末，公司在手订单约2.22亿元。 2、据2025年年度报告，公司是国内少数拥有红外热成像相关核心芯片到整机系统全产业链完整的高新技术企业，也是国内唯一实现“非晶硅”和“氧化钒”双技术路线量产的非制冷红外焦平面探测器企业。 3、据2026年4月23日投资者关系活动记录表，公司2026年2月与某头部新能源企业签订冷库热像仪设备采购框架协议，合同金额约人民币8,887.94万元，成功切入新能源电池产业链。	1、公司整合在红外监控、光电惯导、图像识别及人工智能等领域的技术储备和研发投入，成功研发多型巡检机器人，电力巡检机器人批量供货，成功开拓巡检机器人在地铁轨道交通和IDC数据机房等领域的应用； 2、公司开发了“智能电网设备状态全息感知平台”可实时、准确监控电站各类安全状态，实现构建智能电站	2026-03-10\|18.34\|1.66\|18.12\|18.39\|18.10\|30297;2026-03-11\|18.30\|-0.22\|18.28\|18.75\|18.28\|30943;2026-03-12\|18.11\|-1.04\|18.25\|18.39\|18.06\|23116;2026-03-13\|18.10\|-0.06\|18.03\|18.20\|17.95\|26451;2026-03-16\|18.19\|0.50\|18.28\|18.28\|18.00\|24222;2026-03-17\|17.98\|-1.15\|18.32\|18.32\|17.85\|23116;2026-03-18\|18.12\|0.78\|17.98\|18.12\|17.83\|21868;2026-03-19\|18.00\|-0.66\|18.08\|18.25\|17.90\|26527;2026-03-20\|18.09\|0.50\|18.14\|18.50\|17.90\|37158;2026-03-23\|17.23\|-4.75\|18.00\|18.00\|17.19\|49615;2026-03-24\|17.44\|1.22\|17.55\|17.56\|17.23\|21831;2026-03-25\|18.31\|4.99\|17.50\|18.31\|17.49\|41833;2026-03-26\|19.08\|4.21\|18.99\|19.23\|18.36\|78749;2026-03-27\|18.41\|-3.51\|19.09\|19.27\|18.23\|79894;2026-03-30\|18.00\|-2.23\|18.47\|18.47\|17.82\|34209;2026-03-31\|17.86\|-0.78\|18.08\|18.20\|17.82\|19056;2026-04-01\|17.84\|-0.11\|17.89\|18.03\|17.75\|20902;2026-04-02\|17.94\|0.56\|18.18\|18.20\|17.80\|14200;2026-04-03\|17.94\|0.00\|17.94\|18.00\|17.76\|13148;2026-04-07\|17.91\|-0.17\|17.94\|17.96\|17.79\|11709;2026-04-08\|18.39\|2.68\|17.95\|18.79\|17.91\|30216;2026-04-09\|18.63\|1.31\|18.18\|18.75\|18.15\|32119;2026-04-10\|18.85\|1.18\|18.80\|18.86\|18.50\|34432;2026-04-13\|18.91\|0.32\|18.90\|19.25\|18.80\|33312;2026-04-14\|18.95\|0.21\|19.05\|19.05\|18.84\|28355;2026-04-15\|18.79\|-0.84\|19.07\|19.20\|18.74\|22242;2026-04-16\|18.98\|1.01\|18.60\|19.01\|18.40\|36685;2026-04-17\|19.14\|0.84\|18.99\|19.25\|18.82\|42035;2026-04-20\|19.07\|-0.37\|18.98\|19.20\|18.76\|57450;2026-04-21\|18.97\|-0.52\|19.07\|19.16\|18.90\|38477;2026-04-22\|18.81\|-0.84\|18.82\|18.90\|18.71\|45791;2026-04-23\|18.56\|-1.33\|18.81\|18.81\|18.56\|27555;2026-04-24\|19.09\|2.86\|18.56\|19.38\|18.56\|50731;2026-04-27\|18.93\|-0.84\|19.20\|19.25\|18.81\|31527;2026-04-28\|18.99\|0.32\|18.93\|19.23\|18.82\|40280;2026-04-29\|19.02\|0.16\|18.98\|19.06\|18.80\|33137;2026-04-30\|18.57\|-2.37\|18.23\|18.88\|18.23\|84711;2026-05-06\|18.10\|-2.53\|18.58\|18.68\|17.99\|89717;2026-05-07\|18.31\|1.16\|18.19\|18.35\|18.00\|50305;2026-05-08\|19.16\|4.64\|18.37\|19.23\|17.99\|89702;2026-05-11\|18.87\|-1.51\|19.16\|19.35\|18.72\|58301;2026-05-12\|18.93\|0.32\|18.87\|18.97\|18.71\|30821;2026-05-13\|19.73\|4.23\|18.99\|19.87\|18.82\|99852;2026-05-14\|19.39\|-1.72\|19.75\|20.14\|19.36\|58942;2026-05-15\|19.05\|-1.75\|19.36\|19.50\|18.80\|49577;2026-05-18\|18.64\|-2.15\|19.00\|19.04\|18.61\|47670;2026-05-19\|18.76\|0.64\|18.79\|18.86\|18.34\|27257;2026-05-20\|18.68\|-0.43\|18.78\|18.79\|18.57\|27338;2026-05-21\|18.55\|-0.70\|18.58\|19.15\|18.53\|33465;2026-05-22\|18.59\|0.22\|18.70\|18.79\|18.46\|31294;2026-05-25\|18.25\|-1.83\|18.56\|18.56\|18.15\|41605;2026-05-26\|17.34\|-4.99\|18.06\|18.06\|17.34\|53658;2026-05-27\|16.47\|-5.02\|16.47\|16.47\|16.47\|36806;2026-05-28\|15.65\|-4.98\|15.65\|15.65\|15.65\|22268;2026-05-29\|14.87\|-4.98\|14.87\|15.63\|14.87\|187726;2026-06-01\|14.13\|-4.98\|14.13\|14.13\|14.13\|30726;2026-06-02\|14.84\|5.02\|13.42\|14.84\|13.42\|245041;2026-06-03\|14.63\|-1.42\|14.45\|15.13\|14.22\|129223;2026-06-04\|14.14\|-3.35\|14.55\|14.66\|14.14\|65134;2026-06-05\|14.82\|4.81\|14.22\|14.85\|14.22\|88211;2026-06-08\|14.30\|-3.51\|14.51\|14.94\|14.26\|74275;2026-06-09\|14.29\|-0.07\|14.31\|14.47\|14.08\|34668;2026-06-10\|13.60\|-4.83\|14.29\|14.29\|13.58\|71692;2026-06-11\|14.28\|5.00\|13.59\|14.28\|13.30\|76893;2026-06-12\|14.99\|4.97\|14.95\|14.99\|14.55\|43162;2026-06-15\|15.74\|5.00\|15.56\|15.74\|15.00\|41350;2026-06-16\|15.74\|0.00\|16.35\|16.53\|15.31\|105764;2026-06-17\|15.70\|-0.25\|15.76\|16.16\|15.45\|68388;2026-06-18\|15.71\|0.06\|15.60\|16.11\|15.60\|45686;2026-06-22\|15.15\|-3.56\|15.81\|15.81\|14.92\|70014;2026-06-23\|15.05\|-0.66\|15.15\|15.50\|14.91\|37262;2026-06-24\|14.85\|-1.33\|14.99\|15.12\|14.60\|42374;2026-06-25\|14.23\|-4.18\|14.86\|14.88\|14.11\|67343;2026-06-26\|14.43\|1.41\|14.19\|14.75\|13.90\|46188;2026-06-29\|14.31\|-0.83\|14.56\|14.68\|14.00\|39678;2026-06-30\|14.99\|4.75\|14.33\|15.03\|14.17\|56606;2026-07-01\|14.50\|-3.27\|14.71\|14.88\|14.40\|53083;2026-07-02\|14.54\|0.28\|14.30\|14.83\|14.17\|40951;2026-07-03\|14.69\|1.03\|14.80\|14.99\|14.55\|40021;2026-07-06\|14.21\|-3.27\|14.84\|14.84\|14.21\|35620;2026-07-07\|13.92\|-2.04\|14.30\|14.42\|13.44\|41706;2026-07-08\|13.76\|-1.15\|13.90\|13.90\|13.49\|22794;2026-07-09\|12.40\|-9.88\|13.50\|13.89\|12.38\|129385;2026-07-10\|13.12\|5.81\|12.45\|13.60\|12.42\|93192;2026-07-13\|12.85\|-2.06\|13.23\|13.23\|12.55\|50058;2026-07-14\|12.95\|0.78\|12.75\|13.17\|12.62\|38118;2026-07-15\|13.10\|1.16\|12.96\|13.60\|12.44\|56868;2026-07-16\|13.04\|-0.46\|13.12\|13.35\|12.90\|26554;2026-07-17\|12.59\|-3.45\|13.04\|13.09\|12.20\|46311

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